Vanguard Extended Market ETFVXFETF

13F holders, Q4 2025 (December 31)
993holders +86
68new positions
45sold out
4famous investors
$206.94avg. 13F price*

At the end of Q4 2025, 993 institutions reported holding Vanguard Extended Market ETF (VXF) in their 13F filings, up 86 from Q3 2025. 68 opened new positions and 45 sold out. The largest holders were Morgan Stanley ($823.2M), Wealthfront Advisers LLC ($710.0M) and Envestnet Asset Management Inc. ($634.9M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Vanguard Extended Market ETF
CUSIP
922908652
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 772Q1 2024Q2 2024: 783Q2 2024Q3 2024: 812Q3 2024Q4 2024: 901Q4 2024Q1 2025: 868Q1 2025Q2 2025: 895Q2 2025Q3 2025: 907Q3 2025Q4 2025: 993Q4 2025Q1 2026: 1,008Q1 2026Q2 2026: 1,072Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions68$91.9M
Exits45$14.6M

All 13F filers, Q3 2025 → Q4 2025: 3,743,032 shares bought and 2,173,280 shares sold, net +1,569,752 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 993 holders

Morgan Stanley 0.05% Add +8.1% 3,936,464 $823.2M
Wealthfront Advisers LLC 1.59% Reduce -0.4% 3,395,096 $710.0M
Envestnet Asset Management Inc. 0.19% Add +5.1% 3,035,998 $634.9M
Bank of America Corp. 0.03% Add +8.9% 1,883,916 $394.0M
Fifth Third Bancorp 0.93% Add +8.0% 1,393,717 $291.5M
Vanguard Group Inc. 0.00% Add +6.8% 1,381,682 $288.9M
Assetmark, Inc. 0.52% Add +3.7% 1,223,076 $255.8M
Mercer Global Advisors Inc. 0.39% Add +24.6% 1,213,006 $253.4M
LPL Financial LLC 0.06% Add +1.6% 1,029,567 $215.3M
Royal Bank of Canada 0.04% Add +6.0% 977,926 $204.5M
Focus Partners Wealth 0.22% Add +4.6% 920,011 $192.3M
US Bancorp \de 0.21% Reduce -14.5% 840,415 $175.7M
Wealthspire Advisors, LLC 1.39% Reduce -49.3% 835,091 $174.6M
Cerity Partners LLC 0.25% Add +13.9% 811,830 $169.8M
Wells Fargo & Company 0.03% Add +32.9% 779,630 $163.0M
Raymond James Financial Inc. 0.05% Add +10.8% 774,025 $161.9M
Plante Moran Financial Advisors, LLC 10.12% Add +4.3% 764,572 $159.9M
Envestnet Portfolio Solutions, Inc. 0.54% Add +1.7% 738,542 $154.4M
SageView Advisory Group, LLC 4.59% Add +4.6% 648,820 $135.7M
UBS Group AG 0.03% Reduce -0.3% 646,302 $135.2M
Goldman Sachs Group Inc. 0.02% Reduce -8.1% 635,355 $132.9M
Nepc LLC 2.79% Add +68.4% 626,535 $131.0M
Gleason Group, Inc. 12.47% Add +0.4% 608,152 $127.2M
TD Private Client Wealth LLC 2.30% Add +14.7% 517,375 $108.2M
Diversified Trust Co. 1.94% Add +4.5% 503,116 $105.2M
Creative Planning 0.07% Add +0.7% 496,103 $103.7M
Cambridge Investment Research Advisors, Inc. 0.24% Reduce -11.6% 431,867 $90.3M
Stratos Wealth Partners, LTD. 0.87% Reduce -21.5% 367,584 $76.9M
Charter Oak Capital Management, LLC 5.71% Reduce -1.1% 358,062 $74.9M
Osaic Holdings, Inc. 0.11% Reduce -19.6% 349,556 $73.1M
Van Cleef Asset Management,Inc 7.40% Reduce -0.6% 348,871 $73.0M
Citigroup Inc. 0.05% Reduce -14.6% 341,882 $71.5M
Ameriprise Financial Inc. 0.02% Add +3.6% 337,129 $70.5M
Captrust Financial Advisors 0.13% Add +223.8% 316,950 $66.3M
Northwestern Mutual Wealth Management Co. 0.04% Reduce -14.3% 306,533 $64.1M
Alliancebernstein L.P. 0.02% Add +4.3% 276,670 $57.9M
Jones Financial Companies LLLP 0.03% Add +17.1% 273,217 $57.1M
BNP Paribas Financial Markets 0.04% Reduce -30.9% 272,131 $56.9M
Cetera Investment Advisers 0.06% Reduce -0.7% 250,665 $52.4M
Rockefeller Capital Management L.P. 0.09% Add +1.8% 236,880 $49.5M
Commonwealth Equity Services, LLC 0.07% Reduce -17.2% 236,664 $49.5M
Blue Trust, Inc. 0.56% Reduce -7.8% 236,617 $49.5M
Natixis Advisors, LLC 0.07% Reduce -21.6% 234,211 $49.0M
Mariner, LLC 0.06% Add +2.5% 229,859 $48.1M
Tenon Financial LLC 20.16% Add +29.0% 228,681 $47.8M
United Services Automobile Association 2.97% Add +44.7% 224,143 $46.9M
GeoWealth Management, LLC 1.70% Add +2.9% 221,084 $46.2M
Voya Financial Advisors, Inc. 4.23% Reduce -2.6% 207,817 $44.1M
Act Wealth Management, LLC 13.91% Add +2.1% 203,414 $42.5M
James J. Burns & Company, LLC 5.79% Add +1.9% 200,791 $42.0M
Coldstream Capital Management Inc. 0.53% Reduce -17.6% 196,301 $41.1M
Thrivent Financial for Lutherans 0.07% Add +485.2% 182,975 $38.3M
HCR Wealth Advisors 3.69% New 178,116 $37.2M
Mayport, LLC 7.33% Add +2.3% 174,035 $36.4M
Legacy Private Trust Co. 2.14% Reduce -0.0% 173,257 $36.2M
Lincoln National Corp. 1.04% Add +1.9% 170,604 $35.7M
Moody National Bank Trust Division 3.24% Add +4.1% 160,820 $33.6M
Lido Advisors, LLC 0.12% Add +0.0% 149,857 $31.4M
Mather Group, Llc. 0.31% Reduce -1.0% 144,174 $30.1M
MML Investors Services, LLC 0.07% Reduce -4.5% 143,730 $30.1M
Valmark Advisers, Inc. 0.36% Add +4.8% 140,926 $29.5M
Firestone Capital Management 6.11% Add +1.5% 137,811 $28.8M
SlateStone Wealth, LLC 2.34% Add +10.3% 133,986 $28.0M
FC Advisory LLC 7.93% Add +1.1% 132,051 $27.6M
Beacon Harbor Wealth Advisors, Inc. 5.98% Add +2.4% 129,036 $27.0M
New England Private Wealth Advisors LLC 3.14% Add +1.1% 120,631 $25.2M
CIBC Private Wealth Group LLC 0.04% Add +27.3% 118,093 $24.7M
Blair William & Co. 0.07% Add +52.2% 117,770 $24.6M
BIP Wealth, LLC 0.85% Add +0.0% 114,569 $24.0M
Stifel Financial Corp. 0.02% Add +3.7% 114,294 $23.9M
Cypress Financial Planning LLC 6.65% Add +0.4% 112,660 $23.8M
Harbour Investments, Inc. 0.47% Add +9.7% 111,596 $23.3M
Investment Planning Advisors, Inc. 6.51% Reduce -34.7% 106,880 $22.4M
First Hawaiian Bank 2.97% Add +8.3% 106,655 $22.3M
Continuum Advisory, LLC 2.23% Add +3.2% 106,521 $22.3M
Earnest Partners LLC 0.09% Add +89.7% 96,458 $20.2M
Brown Advisory Inc. 0.03% Reduce -15.7% 93,633 $19.6M
Private Advisor Group, LLC 0.09% Add +4.0% 91,522 $19.1M
Winthrop Advisory Group LLC 1.61% Add +6.1% 90,608 $18.9M
Fairway Wealth LLC 5.09% Add +1.3% 90,205 $18.9M
Strategic Investment Advisors / MI 1.63% Add +9.2% 90,012 $18.8M
BlackRock, Inc. 0.00% Add +218.6% 90,023 $18.8M
FMR LLC 0.00% Add +5.3% 84,633 $17.7M
Bessemer Group Inc. 0.03% Add +8.2% 84,531 $17.7M
SOL Capital Management CO 1.59% Reduce -5.0% 84,482 $17.7M
Affiance Financial, LLC 2.72% Reduce -0.8% 80,694 $16.9M
D.A. Davidson & Co. 0.10% Add +3.0% 80,643 $16.9M
National Bank of Canada 0.02% Add +14.1% 80,300 $16.8M
N.E.W. Advisory Services LLC 1.24% Add +6.1% 79,917 $16.7M
Keel Point, LLC 1.00% Add +4.8% 79,547 $16.6M
J.W. Cole Advisors, Inc. 0.40% Add +1.3% 79,024 $16.4M
Summit Wealth Group, LLC 3.83% Add +0.0% 78,495 $16.4M
NewEdge Advisors, LLC 0.06% Add +1.5% 78,283 $16.4M
Aurdan Capital Management, LLC 4.97% Add +3.6% 77,078 $16.1M
Principal Securities, Inc. 0.24% Reduce -0.1% 73,634 $15.4M
Brighton Securities Corp. 7.12% Add +1.0% 69,003 $14.4M
Topsail Wealth Management, LLC 2.11% Add +47.1% 68,869 $14.4M
Asio Capital, LLC 2.02% Add +2.2% 68,550 $14.3M
HighTower Advisors, LLC 0.02% Add +13.4% 67,644 $14.1M
Applied Capital LLC 5.36% Add +2.1% 66,568 $13.9M
Boston Family Office LLC 0.88% Add +3.5% 66,251 $13.9M
Steward Partners Investment Advisory, LLC 0.08% Add +18.6% 66,171 $13.8M
Columbia River Financial Group, LLC 8.46% Reduce -6.0% 65,954 $13.8M
Procyon Advisors, LLC 0.67% Add +2.4% 64,925 $13.6M
Linscomb Wealth, Inc. 0.56% Reduce -0.9% 64,221 $13.4M
West Financial Advisors, LLC 2.23% Reduce -4.2% 63,139 $13.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -70.6% 62,424 $13.1M
Segment Wealth Management, LLC 0.75% Reduce -1.5% 61,637 $12.9M
Great Diamond Partners, LLC 2.45% Reduce -2.1% 60,878 $12.7M
Ballentine Partners, LLC 0.18% Reduce -0.8% 60,744 $12.7M
Kestra Advisory Services, LLC 0.05% Add +5.2% 59,564 $12.5M
Cwm, LLC 0.03% Add +2.5% 58,447 $12.2M
Bank of New York Mellon Corp 0.00% Add +3.4% 58,370 $12.2M
Corient Private Wealth LP 0.02% Add +63.9% 58,096 $12.2M
Orion Porfolio Solutions, LLC 0.09% Add +11.5% 58,145 $12.2M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -0.2% 55,008 $12.0M
Fiduciary Group, LLC 0.97% Reduce -3.2% 55,461 $11.6M
SMI Advisory Services, LLC 1.99% Reduce -19.4% 52,599 $11.5M
JPMorgan Chase & Co. 0.00% Reduce -4.7% 54,824 $11.5M
Arax Advisory Partners 0.33% New 54,608 $11.4M
Clifford Group, LLC 8.67% Add +0.5% 53,670 $11.2M
Fort Vancouver Investment Management, LLC 5.92% Add +3.3% 52,996 $11.1M
Riverbridge Partners LLC 0.21% Add +25.1% 52,551 $11.0M
Mutual Advisors, LLC 0.23% Add +2.4% 52,398 $11.0M
Landmark Wealth Management, Inc. 4.06% Add +1.6% 51,443 $10.8M
EP Wealth Advisors, LLC 0.05% — 49,560 $10.4M
Journey Beyond Wealth, LLC 8.20% Reduce -10.5% 49,272 $10.3M
Baird Financial Group, Inc. 0.02% Add +3.7% 48,774 $10.2M
Clearstead Advisors, LLC 0.13% Add +5.8% 47,723 $10.0M
World Investment Advisors 0.16% Add +15.0% 47,514 $9.9M
North Star Investment Management Corp. 0.61% Add +2.1% 46,775 $9.8M
Marquette Associates, Inc. 12.47% Add +0.3% 46,568 $9.7M
Pure Financial Advisors, LLC 0.15% Add +4.6% 46,356 $9.7M
Prime Buchholz LLC 5.61% Reduce -6.8% 45,210 $9.5M
Gutierrez Wealth Advisory, LLC 5.73% Reduce -1.5% 43,592 $9.1M
Lam Group, Inc. 5.20% Add +1.5% 43,410 $9.1M
MAI Capital Management 0.05% Reduce -2.2% 43,139 $9.0M
Plancorp, LLC 0.27% Reduce -3.5% 42,721 $8.9M
Advisor OS, LLC 0.70% Reduce -0.1% 41,732 $8.7M
IFG Advisory, LLC 0.38% Add +4.3% 41,680 $8.7M
Jessup Wealth Management, Inc 2.88% Add +3.6% 41,587 $8.7M
Ancora Advisors LLC 0.18% Add +0.4% 41,519 $8.7M
TD Capital Management LLC 0.75% Reduce -2.1% 40,444 $8.5M
Allworth Financial LP 0.03% Add +2.9% 40,118 $8.4M
PNC Financial Services Group, Inc. 0.00% Add +20.6% 39,790 $8.3M
Brooklyn Investment Group 0.38% Add +412.9% 38,988 $8.3M
Compass Financial Group, INC 1.16% Reduce -2.0% 38,803 $8.1M
VSM Wealth Advisory, LLC 2.42% Reduce -2.1% 38,474 $8.1M
Oppenheimer & Co. Inc. 0.11% Reduce -1.0% 37,787 $7.9M
Bleakley Financial Group, LLC 0.14% New 37,336 $7.8M
Clarius Group, LLC 0.44% Add +0.1% 37,255 $7.8M
Luminvest Wealth Management LLC 2.14% Add +45.0% 36,911 $7.7M
Boston Standard Wealth Management, LLC 1.27% Add +2.6% 36,741 $7.7M
Gould Asset Management LLC 1.31% Reduce -4.5% 35,458 $7.4M
Pathstone Holdings, LLC 0.03% Add +1.7% 34,546 $7.2M
Parkway Wealth Management Group, LLC 0.97% — 34,527 $7.2M
Prospera Capital Management, LLC 3.52% Reduce -1.2% 33,381 $7.0M
Savant Capital, LLC 0.04% Reduce -4.2% 33,305 $7.0M
Retirement Planning Group, LLC 0.23% Add +4.0% 33,226 $6.9M
BCS Wealth Management 0.70% Add +130.6% 32,957 $6.9M
Truist Financial Corp. 0.01% Reduce -19.3% 32,771 $6.9M
Comerica Bank 0.03% Add +2.7% 32,654 $6.8M
Trevian Wealth Management LLC 3.24% Add +5.0% 32,651 $6.8M
Long Island Wealth Management, Inc. 3.20% Reduce -0.3% 32,380 $6.8M
Arete Wealth Advisors, LLC 0.47% Add +6.9% 32,206 $6.7M
Composition Wealth, LLC 0.10% Add +7.1% 31,802 $6.7M
Beacon Pointe Advisors, LLC 0.05% Reduce -5.5% 31,695 $6.6M
Churchill Financial Advisors, LLC 2.01% — 31,499 $6.6M
Vicus Capital 0.49% Reduce -2.0% 31,317 $6.5M
Merit Financial Group, LLC 0.05% Add +0.3% 31,221 $6.5M
Prime Capital Investment Advisors, LLC 0.08% Reduce -0.1% 30,891 $6.5M
Compass Advisory Group LLC 1.74% Reduce -0.0% 30,803 $6.4M
Rothschild Investment LLC 0.35% Reduce -3.2% 30,732 $6.4M
Leavell Investment Management, Inc. 0.26% Reduce -4.1% 29,311 $6.1M
&partners 0.03% Add +165.9% 29,290 $6.1M
Susquehanna International Group, LLP 0.01% Add +44.3% 29,098 $6.1M
SigFig Wealth Management, LLC 0.18% Reduce -0.1% 28,639 $6.0M
JFS Wealth Advisors, LLC 0.34% No change 28,626 $6.0M
Harfst & Associates, Inc. 1.07% Add +11.4% 28,294 $5.9M
Atlantic Private Wealth, LLC 3.78% Reduce -1.0% 28,242 $5.9M
Echo45 Advisors LLC 3.37% Add +1.9% 28,240 $5.9M
Moneta Group Investment Advisors LLC 0.04% Reduce -6.3% 27,935 $5.8M
Eagle Capital Management, LLC 2.11% Add +0.3% 27,727 $5.8M
Charis Legacy Partners, LLC 8.32% Add +3.0% 26,964 $5.6M
Safir Wealth Advisors, LLC 3.94% Reduce -0.5% 26,852 $5.6M
Signature Estate & Investment Advisors LLC 0.11% Reduce -5.4% 26,813 $5.6M
Warwick Investment Management, Inc. 0.86% Add +3.6% 26,708 $5.6M
Security National Bank 0.79% No change 26,355 $5.5M
Horizon Kinetics Asset Management LLC 0.07% Add +361.3% 25,889 $5.4M
MontVue Capital Management, Inc. 3.47% Reduce -0.2% 24,939 $5.2M
Ameritas Advisory Services, LLC 0.19% Add +133.9% 24,814 $5.2M
Bfsg, LLC 0.49% Add +13.4% 24,007 $5.0M
Fragasso Financial Advisors Inc 0.30% Reduce -0.0% 23,957 $5.0M
Wetzel Investment Advisors, Inc. 2.01% Reduce -0.6% 23,663 $4.9M
Bartlett & Co. Wealth Management LLC 0.06% Reduce -1.1% 23,598 $4.9M
Diversified Enterprises, LLC 0.29% Add +13.2% 23,597 $4.9M
Snowden Capital Advisors LLC 0.13% Add +0.1% 23,536 $4.9M
Citizens Financial Group Inc. 0.06% Add +4.9% 22,977 $4.8M
Emergent Wealth Advisors, LLC 2.64% Reduce -21.5% 22,485 $4.7M
AQR Capital Management 0.00% Add +120.8% 22,411 $4.7M
Western Reserve Capital Management, LLC 4.35% — 22,318 $4.7M
Hamrick Investment Counsel, llc 3.42% — 22,013 $4.6M
Boston Trust Walden Corp 0.03% Add +2025.0% 21,824 $4.6M
Janney Montgomery Scott LLC 0.01% Reduce -2.2% 21,659 $4.5M
Pitcairn Wealth Advisors LLC 0.41% — 21,544 $4.5M
Capital Investment Management, Inc. 1.57% — 21,437 $4.5M
Coyle Financial Counsel LLC 0.95% Reduce -3.0% 21,334 $4.5M
United Community Bank 1.69% Add +14.5% 21,332 $4.5M
NorthRock Partners, LLC 0.08% Add +6.9% 21,307 $4.5M
Wealth Group Ltd 0.99% Reduce -39.6% 21,200 $4.4M
Strategic Financial Planning, Inc. 2.50% Reduce -0.0% 21,020 $4.4M
Curtis Advisory Group, LLC 0.92% Add +17.6% 20,873 $4.4M
Farther Finance Advisors, LLC 0.05% Add +0.9% 20,768 $4.3M
Vident Advisory, LLC 0.04% Reduce -5.3% 20,715 $4.3M
Geneos Wealth Management Inc. 0.10% Add +6.5% 20,466 $4.3M
Northern Trust Corp. 0.00% Reduce -2.2% 20,363 $4.3M
Opulen Financial Group LLC 3.09% Add +0.2% 20,292 $4.2M
Oxford Financial Group, LTD. LLC 0.23% Reduce -14.2% 20,150 $4.2M
Glenmede Trust Co. NA 0.02% — 20,085 $4.2M
Dakota Wealth Management 0.07% Add +4.3% 19,828 $4.1M
Concurrent Investment Advisors, LLC 0.05% Add +12.3% 19,788 $4.1M
L.K. Benson & Company, P.C. 2.07% Reduce -5.1% 19,734 $4.1M
Stone Loft Wealth Management LLC 3.81% — 19,400 $4.1M
Connable Office Inc. 0.37% Add +5.1% 19,180 $4.0M
Empower Advisory Group, LLC 0.01% Add +32.6% 18,995 $4.0M
Simon Quick Advisors, LLC 0.17% No change 18,612 $3.9M
Mission Hills Financial Advisory, LLC 2.04% Add +1.4% 18,454 $3.9M
Baker Ellis Asset Management LLC 0.46% Reduce -5.3% 18,274 $3.8M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.51% Add +142.5% 18,210 $3.8M
Flow Traders U.S. LLC 0.13% New 18,199 $3.8M
Money Concepts Capital Corp. 0.21% Add +414.4% 18,170 $3.8M
Vested Financial Planning, LLC 2.87% Add +6.6% 17,820 $3.7M
Spire Wealth Management 0.12% Add +15.9% 17,575 $3.7M
Armstrong Advisory Group, Inc. 0.25% Reduce -5.5% 17,402 $3.6M
Retirement Wealth Solutions LLC 2.29% Reduce -0.1% 17,357 $3.6M
Regal Investment Advisors LLC 0.21% Reduce -2.0% 17,005 $3.6M
Values Added Financial LLC 1.45% Reduce -1.0% 16,463 $3.4M
River Wealth Advisors LLC 0.38% Reduce -1.2% 16,391 $3.4M
Summit Financial, LLC 0.05% Add +0.2% 16,109 $3.4M
Chilton Capital Management LLC 0.12% Reduce -0.1% 16,085 $3.4M
Jordan Park Group LLC 0.19% No change 16,014 $3.3M
Partners in Financial Planning 0.56% Reduce -0.7% 15,915 $3.3M
Quantinno Capital Management LP 0.01% Add +9.5% 15,847 $3.3M
Gilpin Wealth Management, LLC 2.61% — 15,755 $3.3M
Deutsche Bank AG 0.00% Add +40.5% 15,590 $3.3M
HBW Advisory Services LLC 0.35% Reduce -0.3% 15,580 $3.3M
Twin Focus Capital Partners, LLC 0.37% Add +9.9% 15,494 $3.2M
Xena Financial Planning, LLC 3.80% — 15,459 $3.2M
Gotham Asset Management 0.01% No change 15,450 $3.2M
Wedmont Private Capital 0.11% Add +7.5% 14,889 $3.2M
Penn Capital Management Company, LLC 0.26% Add +222.9% 15,384 $3.2M
Balentine LLC 0.12% No change 15,375 $3.2M
Wealth Alliance, LLC 0.31% Add +4.4% 15,081 $3.2M
Family CFO Inc 1.41% Add +0.8% 15,080 $3.2M
Waverly Advisors, LLC 0.03% Add +1.6% 15,066 $3.2M
Roundview Capital LLC 0.19% Add +0.9% 14,670 $3.1M
Fullerton Advisors, LLC 3.05% — 14,603 $3.1M
Stembrook Asset Management, LLC 2.85% — 14,449 $3.0M
Warner Financial, Inc. 1.04% Reduce -0.1% 14,357 $3.0M
Financial Synergies Wealth Advisors, Inc. 0.28% Reduce -4.7% 14,101 $2.9M
Single Point Partners, LLC 0.58% Add +0.1% 13,984 $2.9M
Signal Tree Financial Partners LLC 2.21% Add +0.7% 13,852 $2.9M
CWS Financial Advisors, LLC 0.77% Reduce -12.0% 13,483 $2.8M
Atlatl Advisers LLC 1.07% Add +3.5% 13,407 $2.8M
Petersen Hastings Wealth Advisors Inc. 0.27% — 13,375 $2.8M
Atlantic Union Bankshares Corp 0.05% No change 13,370 $2.8M
Great Lakes Advisors, LLC 0.02% New 13,285 $2.8M
Betterment LLC 0.01% Add +1.9% 13,031 $2.7M
Choate Investment Advisors 0.05% Reduce -0.8% 12,962 $2.7M
Trust Point Inc. 0.21% No change 12,826 $2.7M
Laird Norton Wetherby Trust Company, LLC 0.06% New 12,728 $2.7M
Telos Capital Management, Inc. 0.25% Reduce -11.9% 12,709 $2.7M
Coastline Trust Co 0.25% No change 12,651 $2.6M
LaSalle St. Investment Advisors, LLC 0.43% Add +0.6% 12,628 $2.6M
Pacific Center for Financial Services 0.67% No change 12,500 $2.6M
Larson Financial Group LLC 0.09% Add +2.4% 12,506 $2.6M
Lionsbridge Wealth Management LLC 2.61% Reduce -0.3% 12,347 $2.6M
Jacobi Capital Management LLC 0.15% Add +3.9% 12,342 $2.6M
Argent Trust Co 0.09% Add +1.5% 12,333 $2.6M
Alpha Zero LLC 1.40% New 12,272 $2.6M
Kestra Private Wealth Services, LLC 0.03% Reduce -3.6% 12,218 $2.6M
VestGen Advisors, LLC 0.11% New 12,161 $2.5M
Five Pine Wealth Management 1.63% Add +0.5% 12,148 $2.5M
Hills Bank & Trust Co 0.15% Reduce -1.2% 11,948 $2.5M
Flagship Private Wealth, LLC 0.98% Reduce -3.3% 11,860 $2.5M
Western Wealth Management, LLC 0.11% Add +592.6% 11,636 $2.4M
Strategic Blueprint, LLC 0.14% Add +1.2% 11,378 $2.4M
Quadrant Capital Group LLC 0.07% No change 11,356 $2.4M
Marshall Wace, LLP 0.00% New 11,244 $2.4M
Fee-Only Financial Planning, L.C. 1.36% No change 11,194 $2.3M
Apollon Financial, LLC 0.34% Reduce -29.4% 11,135 $2.3M
Arq Wealth Advisors, LLC 0.62% Reduce -0.9% 11,012 $2.3M
UMB Bank, n.a. 0.03% Add +67.4% 10,991 $2.3M
Sanctuary Advisors, LLC 0.01% Reduce -0.6% 10,954 $2.3M
Tocqueville Asset Management L.P. 0.03% No change 10,910 $2.3M
May Hill Capital, LLC 0.61% Add +92.3% 10,735 $2.2M
Zhang Financial LLC 0.08% Add +1.8% 10,338 $2.2M
Oak Root LLC 0.26% Reduce -12.5% 10,245 $2.1M
FSB Premier Wealth Management, Inc. 0.67% Reduce -0.1% 10,031 $2.1M
O'shaughnessy Asset Management, LLC 0.01% Add +16.3% 9,985 $2.1M
Financial Engines Advisors L.L.C. 0.00% Reduce -12.8% 9,963 $2.1M
Traphagen Investment Advisors LLC 0.17% Add +1.7% 9,904 $2.1M
TFC Financial Management, Inc. 0.26% No change 9,903 $2.1M
Tidal Investments LLC 0.01% Add +3.0% 9,873 $2.1M
PFG Advisors 0.10% Reduce -15.3% 9,847 $2.1M
Brown Brothers Harriman & Co. 0.01% No change 9,777 $2.0M
Tiaa Trust, National Association 0.00% Reduce -5.2% 9,749 $2.0M
Phillips Financial Management, LLC 0.13% No change 9,713 $2.0M
Root Financial Partners, LLC 0.10% Add +1.3% 9,668 $2.0M
Equitable Holdings, Inc. 0.01% Reduce -1.8% 9,666 $2.0M
TFB Advisors LLC 0.56% Reduce -3.6% 9,638 $2.0M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +89.1% 9,548 $2.0M
Bestgate Wealth Advisors, LLC 3.46% Add +0.2% 9,422 $2.0M
Briggs Wealth Management, Inc 2.11% — 9,380 $2.0M
HB Wealth Management, LLC 0.01% Add +5.5% 9,252 $1.9M
Facet Wealth, Inc. 0.03% Add +24.4% 8,797 $1.9M
Birchwood Financial Partners, Inc. 1.91% — 9,185 $1.9M
Koshinski Asset Management, Inc. 0.12% Add +1.6% 9,185 $1.9M
KWB Wealth 0.18% Reduce -1.5% 9,057 $1.9M
Daybright Advisory Services, Inc. 0.50% — 8,966 $1.9M
Tradition Wealth Management, LLC 0.13% Add +0.1% 8,946 $1.9M
Miller Capital Partners, Inc. 0.95% — 8,883 $1.9M
Acorn Financial Advisory Services Inc. 0.27% Reduce -0.5% 8,824 $1.8M
Arkadios Wealth Advisors 0.04% Reduce -9.1% 8,772 $1.8M
Confluence Wealth Services, Inc. 0.08% Add +1.2% 8,750 $1.8M
Neuberger Berman Group LLC 0.00% No change 8,671 $1.8M
Calder Financial LLC 1.78% — 8,668 $1.8M
Hollencrest Capital Management 0.06% Add +0.6% 8,558 $1.8M
Harbor Investment Advisory, LLC 0.13% Add +0.3% 8,394 $1.8M
Cypress Capital Group 0.19% No change 8,320 $1.7M
Sellwood Investment Partners LLC 0.68% Add +19.3% 8,295 $1.7M
Fifth Third Wealth Advisors LLC 0.06% Add +0.3% 8,186 $1.7M
Keybank National Association 0.01% Reduce -1.8% 8,166 $1.7M
RFG Advisory, LLC 0.03% Add +8.0% 8,068 $1.7M
Patriot Investment Management Group, Inc. 0.11% Add +0.2% 7,955 $1.7M
Hunter Associates Investment Management LLC 0.22% Reduce -1.9% 7,849 $1.6M
Summit Trail Advisors, LLC 0.03% No change 7,800 $1.6M
Aua Capital Management, LLC 0.82% No change 7,792 $1.6M
Advyzon Investment Management, LLC 0.19% Add +82.6% 7,790 $1.6M
GFS Advisors, LLC 0.19% No change 7,622 $1.6M
Pinnacle Associates Ltd. 0.02% No change 7,550 $1.6M
BostonPremier Wealth LLC 0.81% Reduce -1.7% 7,539 $1.6M
Pinnacle Wealth Management Advisory Group, LLC 0.11% No change 7,500 $1.6M
Selective Wealth Management, Inc. 0.49% Reduce -1.2% 7,060 $1.6M
Center For Asset Management LLC 0.81% Add +7.5% 7,448 $1.6M
Atria Investments, Inc 0.02% Add +6.8% 7,401 $1.5M
Associated Banc-Corp 0.04% Add +78.3% 7,379 $1.5M
Successful Portfolios LLC 0.79% Add +7.6% 7,046 $1.5M
Grant Street Asset Management, Inc. 0.31% Add +1.4% 7,362 $1.5M
GSG Advisors LLC 0.40% Add +0.3% 7,348 $1.5M
Hantz Financial Services, Inc. 0.02% Add +0.1% 7,335 $1.5M
Legacy Wealth Partners, LLC 0.39% — 7,279 $1.5M
Flputnam Investment Management Co. 0.02% Add +67.0% 7,240 $1.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 7,212 $1.5M
CGN Advisors LLC 0.12% Add +17.6% 7,110 $1.5M
Regions Financial Corp. 0.01% Add +87.5% 7,107 $1.5M
Ausdal Financial Partners, Inc. 0.07% Add +5.0% 7,024 $1.5M
Whittier Trust Co. of Nevada Inc. 0.03% No change 6,669 $1.5M
Lanark Financial, Inc. 0.11% Add +1.9% 6,932 $1.4M
Destiny Wealth Partners, LLC 0.17% No change 6,583 $1.4M
Pinnacle Financial Partners, Inc. 0.01% — 6,814 $1.4M
Opus Financial Solutions LLC 1.34% — 6,804 $1.4M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -0.9% 6,787 $1.4M
Kohmann Bosshard Financial Services, LLC 0.13% Reduce -1.4% 6,785 $1.4M
Vestmark Advisory Solutions, Inc. 0.02% Add +10.0% 6,714 $1.4M
Bull Street Advisors, LLC 0.65% Add +2.0% 6,680 $1.4M
Global Strategic Investment Solutions, LLC 0.14% Add +0.2% 6,647 $1.4M
Yoffe Investment Management, LLC 1.77% No change 6,633 $1.4M
Ridge Creek Global, Inc 1.13% — 6,460 $1.4M
Roble, Belko & Company, Inc 0.18% No change 6,429 $1.3M
Burton Enright Welch 0.19% Reduce -0.1% 6,360 $1.3M
Ascent Group, LLC 0.05% Reduce -3.0% 6,351 $1.3M
Cascade Financial Partners, LLC 0.13% Reduce -0.5% 6,303 $1.3M
Fiduciary Trust Co 0.01% No change 6,263 $1.3M
Park National Corp. 0.04% No change 6,259 $1.3M
NewEdge Wealth, LLC 0.01% Add +8.1% 6,237 $1.3M
Apella Capital, LLC 0.03% Add +6.6% 6,220 $1.3M
Blue Chip Partners, LLC 0.09% Add +1.2% 6,189 $1.3M
Sage Rhino Capital LLC 0.24% No change 6,157 $1.3M
FF Advisors,LLC 0.57% No change 6,150 $1.3M
Sigma Planning Corp 0.04% Reduce -6.4% 6,158 $1.3M
Wealth Advisory Solutions, LLC 0.30% Add +0.4% 6,076 $1.3M
Great Valley Advisor Group, Inc. 0.02% Add +18.7% 6,059 $1.3M
Stokes Family Office, LLC 0.11% No change 6,000 $1.3M
Howard Wealth Management, LLC 0.54% Reduce -3.6% 5,965 $1.2M
Lake Street Private Wealth, LLC 0.15% Reduce -9.2% 5,935 $1.2M
Xcelsior Advisor Partners LLC 0.60% — 5,915 $1.2M
GuidedMoney, LLC 0.66% — 5,898 $1.2M
Choreo, LLC 0.02% Reduce -3.6% 5,802 $1.2M
Worth Financial Advisory Group, LLC 0.59% Add +2.5% 5,827 $1.2M
Fire Capital Management LLC 0.61% No change 5,814 $1.2M
Nicolet Bankshares Inc. 0.19% Add +57.1% 5,804 $1.2M
Evoke Wealth, LLC 0.02% Add +170.6% 5,745 $1.2M
WealthCollab, LLC 0.49% No change 5,710 $1.2M
Centerpoint Advisors, LLC 0.36% Reduce -2.2% 5,671 $1.2M
Bank of Montreal 0.00% Reduce -1.7% 5,665 $1.2M
McClarren Financial Advisors, Inc. 0.71% Reduce -23.0% 3,930 $1.2M
TruWealth Advisors, LLC 0.06% Reduce -3.6% 5,651 $1.2M
Wealthcare Advisory Partners LLC 0.02% Reduce -3.4% 5,587 $1.2M
AE Wealth Management LLC 0.01% Add +2.3% 5,425 $1.1M
Vise Technologies, Inc. 0.02% New 5,409 $1.1M
Woodmont Investment Counsel LLC 0.07% Reduce -1.4% 5,384 $1.1M
EverSource Wealth Advisors, LLC 0.04% Reduce -10.6% 5,365 $1.1M
Prospera Financial Services Inc 0.02% Reduce -1.0% 5,268 $1.1M
Precedent Wealth Partners, LLC 0.23% Add +1.1% 5,201 $1.1M
Kovack Advisors, Inc. 0.05% Add +25.5% 5,198 $1.1M
DGS Capital Management, LLC 0.19% Reduce -0.2% 5,185 $1.1M
JMN Financial LLC 1.06% — 5,104 $1.1M
Advisory Services Network, LLC 0.01% Reduce -7.1% 5,060 $1.1M
Capital Investment Advisors, LLC 0.02% Add +37.8% 5,057 $1.1M
Advance Capital Management, Inc. 0.04% Add +0.7% 5,034 $1.1M
Coastal Bridge Advisors, LLC 0.08% Add +0.6% 5,011 $1.0M
Capital Asset Managemnet, LLC 1.16% — 5,005 $1.0M
Renaissance Technologies 0.00% Reduce -51.9% 5,000 $1.0M
Cresset Asset Management, LLC 0.00% Add +13.3% 4,977 $1.0M
Fulton Bank, N.A. 0.04% Add +8.0% 4,972 $1.0M
SCS Capital Management LLC 0.01% Reduce -17.6% 4,940 $1.0M
Cary Street Partners Financial LLC 0.03% No change 4,931 $1.0M
Waystone Advisors LLC 0.88% — 4,900 $1.0M
F/m Investments LLC 0.04% No change 4,891 $1.0M
StoneX Group Inc. 0.04% Add +0.1% 4,877 $1.0M
Golden Road Advisors LLC 0.58% Reduce -2.6% 4,861 $1.0M
Meridian Wealth Management, LLC 0.04% Reduce -0.1% 4,806 $1.0M
First Growth Capital LLC 0.89% — 4,590 $1.0M
Tanager Wealth Management LLP 0.10% Add +1.6% 4,736 $990K
Ieq Capital, LLC 0.00% Reduce -56.5% 4,729 $989K
Red Mountain Financial, LLC 0.97% Reduce -3.1% 4,723 $988K
Integrated Wealth Concepts LLC 0.01% Reduce -15.4% 4,696 $982K
MCF Advisors LLC 0.05% Add +146.2% 4,694 $982K
Centaurus Financial, Inc. 0.04% Reduce -6.5% 4,671 $977K
Independent Financial Group, LLC 0.02% Add +1.1% 4,668 $976K
Whittier Trust Co. 0.01% Reduce -1.4% 4,451 $969K
49 Wealth Management, LLC 0.08% New 4,589 $960K
Crux Wealth Advisors 0.36% Reduce -44.4% 4,579 $958K
Caprock Group, LLC 0.02% Add +0.2% 4,511 $944K
Sage Mountain Advisors LLC 0.05% No change 4,450 $931K
Stephens Consulting, LLC 0.30% No change 4,423 $925K
Victrix Investment Advisors 0.36% New 4,397 $920K
Washington Trust Bank 0.06% No change 4,383 $917K
Silver Oak Securities, Incorporated 0.06% Add +4.9% 4,340 $916K
Bank of Marin 0.63% Reduce -1.5% 4,375 $915K
Aries Wealth Management 0.20% No change 4,369 $914K
Advisors Capital Management, LLC 0.01% Reduce -0.1% 4,359 $912K
Nicolet Advisory Services, LLC 0.06% New 4,134 $906K
Flaharty Asset Management, LLC 0.11% Add +22.6% 4,318 $903K
Stablepoint Partners, LLC 0.14% Reduce -8.0% 4,297 $899K
Joel Isaacson & Co., LLC 0.03% Add +0.0% 4,272 $893K
Secure Asset Management, LLC 0.14% Add +0.0% 4,261 $891K
Brookstone Capital Management 0.01% Reduce -19.1% 4,244 $888K
SC&H Financial Advisors, Inc. 0.14% Add +7.2% 4,237 $886K
Focus Financial Network, Inc. 0.03% Add +0.0% 4,236 $886K
SouthState Bank Corp 0.04% Reduce -7.5% 4,218 $882K
Crewe Advisors LLC 0.08% No change 4,207 $880K
CVFG LLC 0.60% Reduce -0.1% 4,206 $880K
WESPAC Advisors, LLC 0.48% Add +74.8% 4,201 $879K
HUB Investment Partners, LLC 0.02% Add +0.1% 4,147 $867K
Perennial Advisors, LLC 0.14% Add +5.7% 4,116 $861K
Burling Wealth Partners, LLC 0.13% Add +0.7% 4,110 $859K
Leonard Rickey Investment Advisors P.L.L.C. 0.16% Reduce -4.5% 4,107 $859K
Fiduciary Wealth Partners, LLC 0.35% Add +0.3% 4,092 $856K
Syverson Strege & Co 0.20% No change 4,079 $853K
Jane Street Group, LLC 0.00% Add +4.4% 4,064 $850K
Capital Investment Advisory Services, LLC 0.06% Add +0.1% 4,051 $847K
Curbstone Financial Management Corp 0.16% Reduce -66.1% 4,020 $841K
International Assets Investment Management, LLC 0.06% Add +22.9% 4,017 $840K
Greenspring Advisors, LLC 0.05% New 4,008 $838K
Westfuller Advisors, LLC 0.34% Reduce -10.6% 4,001 $837K
Canandaigua National Trust Co of Florida 0.52% New 3,997 $836K
Traveka Wealth, LLC 0.34% Add +12.8% 3,987 $834K
Range Advisory, LLC 0.21% — 3,955 $827K
Opal Capital LLC 0.21% — 3,764 $826K
Rik Saylor Financial, Inc. 0.60% Reduce -2.0% 3,919 $820K
Atticus Wealth Management, LLC 0.20% Add +0.1% 3,917 $819K
Stephens Inc. 0.01% Reduce -9.6% 3,889 $813K
Capital Advisors Wealth Management, LLC 0.11% Add +30.6% 3,850 $805K
Tradewinds, LLC. 0.19% Add +5.4% 3,818 $798K
Stratos Investment Management, LLC 0.03% Add +44.3% 3,784 $791K
First Heartland Consultants, Inc. 0.06% Add +8.4% 3,772 $789K
Caldwell Trust Co 0.07% Add +717.4% 3,768 $788K
Beaumont Financial Advisors, LLC 0.05% Reduce -0.6% 3,749 $784K
Bluesphere Advisors LLC 0.35% Add +0.3% 3,733 $781K
Holos Integrated Wealth LLC 0.43% Reduce -2.6% 3,678 $778K
BCR Wealth Strategies, LLC 0.26% Reduce -5.5% 3,719 $777K
Eastern Bank 0.01% Add +21.3% 3,709 $776K
ORG Partners LLC 0.14% No change 3,702 $774K
Wedbush Securities Inc. 0.02% Add +3.8% 3,701 $774K
Aspiriant, LLC 0.02% Reduce -36.5% 3,680 $770K
Midwest Trust Co 0.01% Add +61.3% 3,664 $766K
Sunflower Bank, N.A. 0.19% No change 3,605 $754K
BridgePort Financial Solutions, LLC 0.20% Reduce -42.4% 3,605 $754K
Sage Capital Advisors,llc 0.18% Add +6.5% 3,585 $750K
Colter Lewis Investment Partners LLC 0.87% — 3,584 $749K
Inscription Capital, LLC 0.08% Add +0.7% 3,562 $745K
Bouchey Financial Group, Ltd. 0.06% No change 3,561 $745K
Callan Family Office, LLC 0.02% New 3,535 $739K
LPWM LLC 0.19% Add +0.8% 3,521 $736K
Archer Investment Corp 0.17% Reduce -22.4% 3,501 $732K
London Co. of Virginia 0.00% Add +533.0% 3,494 $731K
Evanson Asset Management, LLC 0.04% Reduce -2.0% 3,448 $721K
Petix & Botte Co 0.16% No change 3,430 $717K
Forum Financial Management, LP 0.01% No change 3,430 $717K
Johnson Investment Counsel Inc. 0.01% Add +4.3% 3,415 $714K
Creekside Partners 0.30% Add +0.3% 3,407 $713K
RPG Investment Advisory, LLC 0.08% Add +3.8% 3,396 $710K
Synergy Investment Management, LLC 0.25% Reduce -2.2% 3,369 $705K
Texas Yale Capital Corp. 0.02% No change 3,365 $704K
PUREfi Wealth, LLC 0.54% No change 3,359 $702K
Mathes Company, Inc. 0.25% Reduce -43.7% 3,350 $701K
Wealth Architects, LLC 0.06% Reduce -9.1% 3,291 $688K
Bailard, Inc. 0.02% Reduce -1.4% 3,270 $684K
Mason Investment Advisory Services, Inc. 0.03% Reduce -1.3% 3,247 $679K
Element Wealth, LLC 0.28% New 3,183 $666K
Modera Wealth Management, LLC 0.01% Reduce -2.0% 3,174 $664K
Prosperity Consulting Group, LLC 0.03% Reduce -9.1% 3,134 $655K
Odyssey Capital Advisors, Inc. 0.58% — 3,132 $655K
Clarity Capital Advisors, LLC 0.33% Add +0.2% 3,111 $651K
Financial Harvest, LLC 0.40% No change 3,086 $645K
Hutchens & Kramer Investment Management Group, LLC 0.22% Add +3.6% 3,085 $645K
Private Management Group Inc. 0.02% No change 3,062 $640K
Kingsview Wealth Management, LLC 0.01% Add +3.1% 3,045 $637K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 3,028 $633K
Sequoia Financial Advisors, LLC 0.00% Reduce -0.1% 3,022 $632K
Sapient Capital LLC 0.01% No change 2,986 $631K
Venture Visionary Partners LLC 0.02% Reduce -3.7% 3,008 $629K
Flagship Harbor Advisors, LLC 0.03% Add +0.2% 3,003 $628K
Schmidt P J Investment Management Inc. 0.10% No change 3,000 $627K
ARS Investment Partners, LLC 0.04% No change 2,975 $622K
King Wealth Management Group 0.07% Add +0.2% 2,964 $620K
Perigon Wealth Management, LLC 0.01% Add +14.5% 2,957 $618K
Taylor & Morgan Wealth Management, LLC 0.35% New 2,953 $618K
Global Retirement Partners, LLC 0.01% Add +22.0% 2,923 $611K
Narwhal Capital Management 0.04% Reduce -2.1% 2,917 $610K
Montecito Bank & Trust 0.10% No change 2,900 $606K
Reston Wealth Management LLC 0.18% Add +0.3% 2,885 $603K
Focus Partners Advisor Solutions, LLC 0.01% Add +57.1% 2,864 $599K
Private Trust Co. NA 0.05% No change 2,838 $593K
Busey Bank 0.02% New 2,835 $593K
Bogart Wealth, LLC 0.02% Reduce -13.2% 2,834 $593K
Magnolia Private Wealth, LLC 0.41% No change 2,812 $588K
LongView Wealth Management 0.14% Add +6.3% 2,670 $585K
Fiducient Advisors LLC 0.07% New 2,782 $582K
Sigma Investment Counselors Inc. 0.03% No change 2,770 $579K
Koenig Investment Advisory, LLC 0.47% — 2,634 $578K
Wescott Financial Advisory Group, LLC 0.05% No change 2,746 $574K
CreativeOne Wealth, LLC 0.01% Add +12.6% 2,740 $573K
Vanguard Personalized Indexing Management, LLC 0.01% No change 2,727 $570K
Tortoise Investment Management, LLC 0.05% Reduce -8.0% 2,712 $567K
Accurate Wealth Management, LLC 0.07% Reduce -1.0% 2,590 $567K
Evermay Wealth Management LLC 0.06% Reduce -2.5% 2,635 $551K
Ballast, Inc. 0.13% No change 2,625 $549K
Align Financial, LLC 0.32% — 545,803 $546K
Meridian Wealth Partners, LLC 0.08% No change 2,608 $545K
Bridgelight Financial Advisors, Inc. 0.46% — 2,608 $545K
Russell Investments Group, Ltd. 0.00% Reduce -10.0% 2,608 $545K
17 Capital Partners, LLC 0.28% Add +2.8% 2,604 $545K
Drucker Wealth 3.0, LLC 0.10% Add +5.5% 2,597 $543K
Conrad Siegel Investment Advisors, Inc. 0.10% Add +2.3% 2,594 $542K
Newton One Investments LLC 0.16% Reduce -0.7% 2,572 $538K
Strategic Wealth Partners, Ltd. 0.04% Reduce -4.7% 2,544 $532K
Alpha Omega Wealth Management LLC 0.09% No change 2,543 $532K
First Merchants Corp. 0.02% Add +3.2% 2,479 $518K
Fiscal Wisdom Wealth Management, LLC 0.48% Add +11.9% 2,452 $513K
L. Roy Papp & Associates, LLP 0.06% Reduce -11.8% 2,447 $512K
M3 Advisory Group, LLC 0.31% Reduce -3.0% 2,443 $511K
Essex Financial Services, Inc. 0.03% Reduce -1.0% 2,427 $508K
BSW Wealth Partners 0.06% No change 2,410 $504K
Truefg, LLC 0.14% Add +2.4% 2,406 $503K
Mesirow Financial Investment Management, Inc. 0.01% Add +1.3% 2,402 $502K
Redwood Investment Management, LLC 0.06% Reduce -7.9% 2,388 $499K
Boston Partners 0.00% New 2,381 $498K
AdvisorNet Financial, Inc 0.03% Add +49.2% 2,380 $498K
Eagle Strategies LLC 0.06% Reduce -2.1% 2,355 $493K
Rossby Financial, LCC 0.15% Add +100.0% 2,350 $491K
Eaton Financial Holdings Company, LLC 0.13% Add +0.3% 2,319 $485K
Sowell Financial Services LLC 0.02% Add +58.2% 2,319 $485K
Veridan Wealth LLC 0.16% Add +0.3% 2,309 $483K
Crescent Grove Advisors, LLC 0.05% No change 2,308 $483K
Michels Family Financial, LLC 0.35% Add +0.3% 2,279 $477K
Sandbox Financial Partners, LLC 0.13% Add +0.3% 2,276 $476K
Monograph Wealth Advisors, LLC 0.05% No change 2,271 $475K
Ashton Thomas Private Wealth, LLC 0.01% No change 2,270 $475K
Obermeyer Wealth Partners 0.02% Add +90.3% 2,268 $474K
Commerce Bank 0.00% Add +0.6% 2,250 $471K
Olistico Wealth, LLC 0.23% Reduce -2.6% 2,238 $468K
Rathbones Group PLC 0.00% Reduce -8.2% 2,232 $467K
First National Bank of Mount Dora, Trust Investment Services 0.10% No change 2,228 $466K
Manhattan West Asset Management, LLC 0.10% Reduce -16.3% 2,226 $466K
Strathmore Capital Advisors, Inc. 0.15% New 2,225 $465K
Sagespring Wealth Partners, LLC 0.01% Add +0.7% 2,224 $465K
Chesley Taft & Associates LLC 0.02% Add +4.4% 2,218 $464K
Moors & Cabot, Inc. 0.02% Reduce -1.5% 2,203 $461K
AMG National Trust Bank 0.01% No change 2,201 $460K
Smartleaf Asset Management LLC 0.02% Reduce -10.7% 2,169 $458K
First County Bank 0.24% No change 2,154 $450K
CENTRAL TRUST Co 0.01% Add +5.8% 2,153 $450K
Parallel Advisors, LLC 0.01% Add +4.3% 2,139 $447K
Next Level Private LLC 0.12% Add +0.3% 2,125 $444K
Hanover Advisors Inc. 0.17% No change 2,123 $444K
Hardworking Capital Advisors, LLC 0.40% — 2,115 $442K
Legacy Edge Advisors, LLC 0.05% Reduce -5.6% 2,072 $433K
First Manhattan Co. Llc. 0.00% Add +0.5% 2,057 $430K
Keystone Financial Group 0.03% Reduce -25.6% 2,057 $430K
Baker Avenue Asset Management, LP 0.01% New 2,053 $429K
Quad-Cities Investment Group, LLC 0.18% Add +6.0% 2,034 $425K
Cutler Investment Counsel LLC 0.04% Reduce -4.8% 2,020 $422K
Compound Planning, Inc. 0.01% Reduce -4.4% 2,020 $422K
Spinnaker Trust 0.02% No change 2,010 $420K
Nautilus Advisors LLC 0.27% No change 2,000 $418K
Garde Capital, Inc. 0.02% No change 2,000 $418K
Fiduciary Financial Group, LLC 0.06% No change 1,999 $418K
Orgel Wealth Management, LLC 0.01% No change 1,993 $417K
Trust Co. of Vermont 0.02% Reduce -16.4% 1,975 $413K
Capital Analysts, LLC 0.01% Reduce -3.3% 1,965 $411K
Austin Private Wealth, LLC 0.03% Reduce -25.5% 1,962 $410K
Truepoint, Inc. 0.01% No change 1,962 $410K
W1M Asset Management Ltd 0.00% New 1,959 $410K
KFA Private Wealth Group, LLC 0.10% No change 1,951 $408K
Saxon Interests, Inc. 0.14% Reduce -0.5% 1,948 $407K
Childress Capital Advisors, LLC 0.07% No change 1,948 $407K
Signaturefd, LLC 0.01% No change 1,943 $406K
Foundations Investment Advisors, LLC 0.01% Add +1.6% 1,917 $401K
Cozad Asset Management Inc. 0.03% No change 1,900 $397K
Howland Capital Management LLC 0.02% No change 1,900 $397K
Schiavi & Co LLC 0.13% Add +0.1% 1,891 $395K
Integrity Alliance, Llc. 0.01% Add +8.4% 1,890 $395K
CRA Financial Services, LLC 0.05% New 1,886 $394K
Ferguson Johnson Wealth Management Inc 0.33% — 1,886 $394K
Cornerstone Planning Group LLC 0.06% Add +1004.9% 1,790 $391K
Worth Asset Management, LLC 0.17% Reduce -37.9% 1,864 $390K
Cedar Mountain Advisors, LLC 0.07% No change 1,859 $389K
Howard Financial Services, LTD. 0.05% Reduce -1.9% 1,858 $388K
Nixon Peabody Trust Co. 0.03% No change 1,850 $387K
Strategic Family Wealth Counselors, L.L.C. 0.09% Add +0.1% 1,755 $382K
Heritage Family Offices, LLP 0.17% No change 1,827 $382K
M&T Bank Corp 0.00% Reduce -16.4% 1,827 $382K
Invictus Private Wealth, LLC 0.02% Add +3.4% 1,804 $377K
Teamwork Financial Advisors, LLC 0.04% No change 1,800 $376K
Rodgers & Associates, LTD 0.04% Add +3.8% 1,789 $374K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +0.7% 1,789 $374K
Badgley Phelps Wealth Managers, LLC 0.01% No change 1,775 $371K
MKT Advisors LLC 0.13% No change 1,725 $370K
Hershey Financial Advisers, LLC 0.31% Add +14.7% 1,769 $370K
Bay Capital Advisors, LLC 0.22% No change 1,760 $368K
Breakwater Capital Group 0.05% Add +3.5% 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
Harpswell Capital Advisors, LLC 0.29% New 1,754 $367K
Castle Rock Wealth Management, LLC 0.08% Add +0.2% 1,726 $366K
Walkner Condon Financial Advisors LLC 0.05% Reduce -3.5% 1,747 $365K
Mayflower Financial Advisors, LLC 0.04% Add +1.8% 1,743 $364K
Downshift Financial, LLC 0.22% — 1,734 $364K
Savvy Advisors, Inc. 0.01% Add +1.8% 1,737 $363K
Investor's Fiduciary Advisor Network, LLC 0.08% Add +0.1% 1,736 $363K
Accredited Investors Inc. 0.02% Reduce -40.6% 1,730 $362K
Laurel Wealth Advisors LLC 0.05% No change 1,725 $361K
Mgo One Seven LLC 0.01% New 1,703 $356K
Mitchell Sinkler & Starr 0.16% No change 1,700 $356K
Cannell & Spears LLC 0.01% No change 1,700 $356K
Merited Wealth, LLC 0.33% — 1,696 $355K
Prospect Financial Group LLC 0.33% No change 1,692 $354K
Enclave Advisors LLC 0.05% No change 1,687 $353K
Bryant Woods Investment Advisors, LLC 0.14% No change 1,680 $351K
71 West Capital Partners 0.02% — 1,673 $350K
New Perspectives, Inc 0.12% Reduce -0.8% 1,668 $349K
Maseco LLP 0.01% New 1,651 $345K
Unconventional Investor, LLC 0.16% Add +0.1% 1,648 $345K
Annis Gardner Whiting Capital Advisors, LLC 0.07% No change 1,639 $343K
Prepared Retirement Institute LLC 0.17% No change 1,638 $343K
Stonebridge Capital Advisors LLC 0.02% No change 1,629 $341K
Manuka Financial, LLC 0.21% Add +0.1% 1,625 $340K
Park Avenue Securities LLC 0.00% Add +3.3% 1,621 $339K
United Capital Financial Advisors, LLC 0.00% Reduce -0.3% 1,619 $339K
HORAN Wealth, LLC 0.05% Add +16.9% 1,616 $338K
Smithfield Trust Co 0.01% No change 1,609 $337K
Retirement Income Solutions, Inc. 0.06% No change 1,606 $336K
NWF Advisory Services Inc. 0.04% Reduce -4.3% 1,606 $336K
Ruggaard & Associates LLC 0.13% Add +0.8% 1,604 $335K
Leo Wealth, LLC 0.02% Add +0.3% 1,603 $335K
Belpointe Asset Management LLC 0.01% Reduce -4.6% 1,602 $335K
Orleans Capital Management Corp. 0.21% New 1,600 $335K
Clientfirst Wealth Management, LLC 0.27% No change 1,591 $333K
Glenview Trust Co 0.01% No change 1,583 $331K
Innova Wealth Partners 0.17% Reduce -22.9% 1,582 $331K
Alerus Financial NA 0.02% New 1,575 $329K
Richardson Financial Services Inc. 0.11% Add +1.8% 1,612 $329K
Cassaday & Co Wealth Management LLC 0.01% No change 1,571 $329K
Trek Financial, LLC 0.02% No change 1,566 $327K
Interchange Capital Partners, LLC 0.06% Add +0.1% 1,563 $327K
Balefire, LLC 0.06% Reduce -1.6% 1,549 $324K
Juno Financial Group LLC 0.13% — 1,527 $319K
Northstar Group, Inc. 0.04% Add +0.1% 1,523 $319K
Heartwood Wealth Advisors LLC 0.03% No change 1,517 $317K
Quadcap Wealth Management, LLC 0.04% No change 1,515 $317K
GW&K Investment Management, LLC 0.00% Add +169.7% 1,513 $316K
Global Assets Advisory, LLC 0.09% No change 1,510 $316K
Foguth Wealth Management, LLC. 0.05% — 1,492 $316K
Clearstead Trust, LLC 0.05% No change 1,508 $315K
Sei Investments Co. 0.00% New 1,508 $315K
Mirador Capital Partners LP 0.04% Reduce -8.4% 1,500 $314K
Thompson Davis & Co., Inc. 0.19% Reduce -3.2% 1,492 $312K
Biltmore Family Office, LLC 0.04% Reduce -0.9% 1,492 $312K
Brown Financial Advisory 0.16% No change 1,487 $311K
NCM Capital Management, LLC 0.12% No change 1,487 $311K
First Nebraska Trust Co 0.03% Reduce -1.4% 1,483 $310K
Polaris Investment Advisors, LLC 0.22% — 1,479 $309K
Meriwether Wealth & Planning, LLC 0.17% No change 1,476 $309K
Westmount Partners, LLC 0.08% No change 1,476 $309K
Dynamic Advisor Solutions LLC 0.01% Reduce -27.6% 1,474 $308K
Painted Porch Advisors LLC 0.12% No change 1,453 $304K
Claro Advisors Inc. 0.04% No change 1,444 $302K
CDM Financial Counseling Services, Inc. 0.28% — 1,436 $300K
SVB Wealth LLC 0.02% No change 1,433 $300K
IHT Wealth Management, LLC 0.01% New 1,429 $299K
Everett Harris & Co. 0.00% New 1,426 $298K
Shakespeare Wealth Management, LLC 0.07% No change 1,408 $294K
City National Bank of Florida 0.19% No change 1,397 $292K
Lantern Wealth Advisors, LLC 0.15% No change 1,392 $291K
Heritage Financial Services, LLC 0.02% No change 1,391 $291K
QRG Capital Management, Inc. 0.00% Add +9.6% 1,381 $289K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -0.1% 1,376 $288K
Vista Capital Partners, Inc. 0.03% No change 1,372 $287K
Intelligent Financial Strategies 0.14% Reduce -3.3% 1,372 $287K
Houlihan Financial Resource Group, Ltd. 0.11% New 1,370 $286K
Welch Group, LLC 0.01% No change 1,365 $285K
Geometric Wealth Advisors 0.04% Add +0.2% 1,358 $284K
Berger Financial Group, Inc 0.02% No change 1,351 $283K
Ellsworth Advisors, LLC 0.06% Add +0.3% 1,276 $282K
Davis Investment Partners, LLC 0.10% No change 1,334 $282K
Rockwood Wealth Management, LLC 0.02% Add +27.0% 1,344 $281K
World Equity Group, Inc. 0.08% Add +1.9% 1,332 $278K
Everhart Financial Group, Inc. 0.03% Add +12.2% 1,328 $278K
Invesco Ltd. 0.00% Add +32.3% 1,322 $276K
Inspirion Wealth Advisors, LLC 0.03% New 1,321 $276K
Colonial Trust Advisors 0.02% Add +23.4% 1,316 $275K
Donalies Financial Planning, LLC 0.23% — 1,311 $274K
Bucket List Wealth Management, LLC 0.16% — 1,309 $274K
Avior Wealth Management, LLC 0.01% Add +4.0% 1,305 $273K
Midway Capital Research & Management 0.27% — 1,301 $272K
Wealth Dimensions Group, Ltd. 0.05% Add +0.1% 1,300 $272K
Passive Capital Management, LLC. 0.08% No change 1,295 $271K
Fiera Capital Corp 0.00% No change 1,292 $270K
Beacon Advisors Holdings, LLC 0.14% — 1,291 $270K
Summit Global Investments 0.02% Reduce -1.1% 1,289 $270K
Verum Partners LLC 0.05% Reduce -21.3% 1,280 $268K
Cambiar Investors LLC 0.01% New 1,272 $266K
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 0.08% No change 1,256 $263K
Total Clarity Wealth Management, Inc. 0.06% Reduce -2.7% 1,244 $260K
Sentinel Pension Advisors, LLC 0.04% Add +0.1% 1,243 $260K
Fisher Asset Management 0.00% Add +1.1% 1,235 $258K
Medallion Wealth Advisors, LLC 0.09% Add +6.6% 1,226 $256K
NBT Bank, N.A. 0.02% No change 1,226 $256K
Mach-1 Financial Group, LLC 0.05% New 1,219 $255K
Apollon Wealth Management, LLC 0.00% Add +0.1% 1,203 $252K
SVRN Asset Management, LLC 0.21% — 1,200 $251K
Basso Capital Management, L.P. 0.15% No change 1,198 $251K
Beacon Financial Advisory LLC 0.06% Reduce -15.3% 1,195 $250K
Broadview Financial Management, LLC 0.17% No change 1,193 $250K
Nicholas Hoffman & Company, LLC. 0.01% No change 1,169 $245K
Farmers National Bank 0.05% No change 1,167 $244K
PFG Investments, LLC 0.01% Reduce -2.9% 1,166 $244K
Evergreen Capital Management LLC 0.01% Add +2.3% 1,153 $241K
Manchester Capital Management LLC 0.03% No change 1,151 $241K
Goodman Financial Corp 0.05% No change 1,141 $239K
JGP Wealth Management, LLC 0.02% New 1,140 $238K
Vance Wealth, LLC 0.07% No change 1,138 $238K
Clark Capital Management Group, Inc. 0.00% Add +1.2% 1,135 $237K
Pinion Investment Advisors, LLC 0.06% Add +5.3% 1,135 $237K
Haverford Trust Co 0.00% No change 1,131 $237K
Adirondack Capital Advisors, LLC 0.16% — 1,130 $236K
Gladstone Institutional Advisory LLC 0.01% Add +0.8% 1,129 $236K
ABLE Financial Group, LLC 0.05% New 1,124 $235K
Advisory Alpha, LLC 0.01% Reduce -69.0% 1,116 $234K
One Day In July LLC 0.02% Add +2.4% 1,105 $231K
MassMutual Private Wealth & Trust, FSB 0.01% New 1,097 $229K
Diversify Advisory Services, LLC 0.01% Add +5.9% 1,037 $229K
Aptus Capital Advisors, LLC 0.00% Reduce -5.5% 1,090 $228K
Taylor Securities Services, Inc. 0.10% — 1,088 $228K
Red Door Wealth Management, LLC 0.02% Add +0.2% 1,088 $228K
Marotta Asset Management 0.04% No change 1,085 $227K
Carnegie Investment Counsel 0.00% New 1,076 $225K
Daviman Financial, LLC 0.13% — 1,075 $225K
Franklin Resources Inc. 0.00% Add +23.4% 1,075 $225K
Creative Financial Designs Inc. 0.01% Add +0.8% 1,072 $224K
Glen Eagle Advisors, LLC 0.03% Add +5.1% 1,072 $224K
Capital Group Private Client Services, Inc. 0.00% Add +2.4% 1,069 $224K
SeaCrest Wealth Management, LLC 0.02% No change 1,030 $223K
Litman Gregory Wealth Management LLC 0.02% No change 1,033 $223K
Realta Investment Advisors 0.07% No change 1,062 $222K
Baker Boyer National Bank 0.07% Reduce -0.8% 1,062 $222K
ORBA Wealth Advisors, L.L.C. 0.19% No change 1,061 $222K
Stratos Wealth Advisors, LLC 0.01% Add +0.6% 1,052 $220K
Fearless Solutions, LLC dba Best Invest 0.13% No change 1,040 $217K
Bath Savings Trust Co 0.02% Reduce -2.6% 1,039 $217K
Plan Group Financial, LLC 0.06% Reduce -4.3% 1,034 $216K
Smith, Moore & Co. 0.02% No change 1,033 $216K
Alta Wealth Advisors LLC 0.07% Add +7.5% 1,029 $215K
Seamount Financial Group Inc. 0.10% Add +0.3% 1,023 $214K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -14.9% 1,020 $213K
Kingsman Wealth Management, Inc. 0.12% Add +0.3% 1,018 $213K
PGIM Custom Harvest LLC 0.00% New 1,015 $212K
Alliance Wealth Management Group 0.05% No change 1,011 $211K
Towercrest Capital Management 0.03% No change 1,011 $211K
Freestone Capital Holdings, LLC 0.01% Reduce -16.9% 1,002 $210K
AF Advisors, Inc. 0.08% No change 1,000 $209K
Bawa N Mallick Trust 0.08% No change 1,000 $209K
Sterling Investment Advisors, Ltd. 0.04% No change 1,000 $209K
Beacon Financial Group 0.02% No change 1,000 $209K
Norris Perne & French LLP 0.01% No change 1,000 $209K
Bank of Hawaii 0.01% No change 997 $208K
Csenge Advisory Group 0.01% New 995 $208K
Retirement Planning Group, LLC / NY 0.14% Add +0.4% 995 $208K
Eq LLC 0.06% No change 993 $208K
Union Savings Bank 0.09% — 989 $207K
Benjamin Edwards Inc. 0.00% Reduce -2.8% 986 $206K
Revolve Wealth Partners, LLC 0.02% New 966 $202K
Trifecta Capital Advisors, LLC 0.03% No change 943 $197K
Asset Dedication, LLC 0.01% No change 943 $197K
Hughes Financial Services, LLC 0.03% No change 943 $197K
CoreCap Advisors, LLC 0.01% Add +23.7% 924 $193K
AlphaCore Capital LLC 0.00% Add +79.8% 919 $192K
Birchbrook, Inc. 0.09% No change 900 $188K
S.A. Mason LLC 0.07% No change 900 $188K
IFP Advisors, Inc 0.00% Reduce -7.3% 786 $164K
CVA Family Office, LLC 0.02% Add +0.1% 773 $162K
SBI Securities Co., Ltd. 0.00% Reduce -0.7% 738 $154K
Peoples Financial Services Corp. 0.07% Reduce -20.1% 698 $146K
SHP Wealth Management 0.01% — 693 $145K
Glassman Wealth Services 0.02% No change 675 $141K
Portfolio Resources Advisor Group, Inc. 0.14% — 674 $141K
Optima Capital LLC 0.06% New 643 $134K
Cullen/Frost Bankers, Inc. 0.00% Add +112.7% 638 $133K
Ironwood Wealth Management, LLC. 0.04% New 619 $129K
Ankerstar Wealth, LLC 0.13% — 618 $129K
Financial Perspectives, Inc 0.03% Add +17.4% 572 $120K
Princeton Global Asset Management LLC 0.02% New 559 $117K
Entrust Financial LLC 0.09% — 550 $115K
Fairman Group, LLC 0.09% No change 546 $114K
SYM FINANCIAL Corp 0.01% Reduce -62.1% 527 $110K
Morton Brown Family Wealth, LLC 0.03% No change 500 $105K
Evolution Advisers, Inc. 0.04% No change 498 $104K
Godfrey Financial Associates, Inc. 0.09% — 494 $103K
Ascentis Wealth Management, LLC 0.03% No change 494 $103K
Tucker Asset Management LLC 0.03% New 474 $99K
Arcadia Investment Management Corp. 0.02% New 462 $97K
Centennial Bank 0.04% New 462 $97K
LRI Investments, LLC 0.01% No change 437 $91K
Atomic Invest LLC 0.05% — 427 $90K
JNBA Financial Advisors 0.01% Reduce -2.7% 431 $90K
McIlrath & Eck, LLC 0.01% Add +82.6% 420 $88K
Addison Advisors LLC 0.02% No change 413 $86K
DecisionPoint Financial, LLC 0.02% No change 407 $85K
Arlington Trust Co LLC 0.01% No change 400 $84K
New Republic Capital, LLC 0.02% Reduce -19.3% 398 $83K
New England Capital Financial Advisors LLC 0.03% No change 394 $82K
Abound Wealth Management 0.02% Add +1.9% 374 $78K
Resources Management Corp. /CT/ 0.01% No change 374 $78K
MeadowBrook Investment Advisors LLC 0.07% No change 365 $76K
United Financial Planning Group LLC 0.04% No change 353 $74K
HHM Wealth Advisors, LLC 0.01% No change 352 $74K
MidFirst Bank 0.01% — 345 $72K
Gladwyn Financial Advisors, Inc. 0.05% Add +0.6% 334 $70K
GAMMA Investing LLC 0.00% No change 332 $69K
Tsfg, LLC 0.01% Reduce -33.5% 327 $68K
Old Second National Bank of Aurora 0.01% Reduce -5.8% 325 $68K
Barrett & Company, Inc. 0.02% No change 320 $67K
McMillan Office, Inc. 0.01% — 301 $63K
BOK Financial Private Wealth, Inc. 0.00% No change 300 $63K
C M Bidwell & Associates Ltd. 0.03% No change 297 $62K
Bravera Wealth 0.03% — 296 $62K
Dunhill Financial, LLC 0.02% No change 292 $61K
Wellington-Altus USA Inc. 0.04% — 281 $59K
Osbon Capital Management LLC 0.05% — 280 $59K
American National Bank & Trust 0.01% No change 276 $58K
Coston, McIsaac & Partners 0.01% No change 268 $56K
First PREMIER Bank 0.01% No change 270 $56K
PFS Partners, LLC 0.03% Add +0.4% 267 $56K
Key Financial Inc 0.01% No change 265 $55K
Piscataqua Savings Bank 0.04% No change 265 $55K
Rossmore Private Capital 0.00% No change 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 $52K
Albion Financial Group 0.00% No change 250 $52K
Washington Trust Advisors, Inc. 0.00% No change 245 $51K
Eagle Bay Advisors LLC 0.04% New 231 $48K
Running Point Capital Advisors, LLC 0.01% No change 231 $48K
Avion Wealth 0.01% No change 225 $47K
Steigerwald, Gordon & Koch Inc. 0.00% No change 222 $46K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +764.0% 216 $45K
Kilter Group LLC 0.02% Add +235.9% 215 $45K
Caitlin John, LLC 0.03% Add +0.5% 204 $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
Sound Income Strategies, LLC 0.00% No change 188 $42K
MilWealth Group LLC 0.01% No change 194 $41K
West Branch Capital LLC 0.01% No change 193 $40K
City Holding Co. 0.01% Add +7.2% 193 $40K
Signature Equity Partners, LLC 0.02% — 192 $40K
REAP Financial Group, LLC 0.01% Add +0.5% 187 $39K
Triumph Capital Management 0.01% New 184 $38K
Golden State Wealth Management, LLC 0.00% No change 174 $37K
Bangor Savings Bank 0.00% No change 174 $36K
Motco 0.00% No change 166 $35K
Woodside Wealth Management LLC 0.03% Add +0.6% 164 $34K
Planning Project LLC 0.01% — 164 $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% No change 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% No change 142 $30K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 142 $30K
Allspring Global Investments Holdings, LLC 0.00% Add +65.5% 139 $29K
Advanced Asset Management Advisors Inc 0.01% Reduce -49.6% 141 $29K
Lowe Brockenbrough & Co. Inc. 0.00% No change 139 $29K
Motiv8 Investments LLC 0.02% New 140 $29K
Qube Research & Technologies Ltd 0.00% Reduce -22.9% 138 $29K
Walsh & Associates, LLC 0.03% — 137 $29K
Clark Wealth Partners 0.02% No change 127 $27K
FAS Wealth Partners, Inc. 0.00% No change 126 $26K
Wilmington Savings Fund Society, FSB 0.00% No change 124 $26K
Center for Financial Planning, Inc. 0.00% Reduce -70.8% 122 $26K
MidAtlantic Capital Management, Inc. 0.02% New 117 $24K
Quent Capital, LLC 0.00% New 117 $24K
Ameriflex Group, Inc. 0.01% Add +850.0% 114 $24K
Wagner Wealth Management, LLC 0.01% No change 112 $23K
Meramec Financial Planners, LLC 0.01% — 104 $23K
McGuire Capital Advisors Inc. 0.01% — 107 $22K
Physician Wealth Advisors, Inc. 0.00% Add +0.9% 106 $22K
Wallace Hart LLC 0.02% No change 100 $21K
Howe & Rusling Inc. 0.00% New 100 $21K
Keating Financial Advisory Services, Inc. 0.00% — 98 $20K
WealthShield Partners, LLC 0.00% No change 98 $20K
Raffa Wealth Management, LLC 0.00% No change 95 $20K
IFC & Insurance Marketing, Inc. 0.02% — 91 $19K
Vermillion & White Wealth Management Group, LLC 0.01% No change 90 $19K
Basecamp Wealth Advisors LLC 0.00% — 85 $18K
Orion Capital Management LLC 0.01% No change 82 $17K
Vermillion Wealth Management, Inc. 0.01% No change 76 $16K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -69.0% 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% No change 68 $14K
Networth Advisors, LLC 0.01% — 64 $13K
Cape Investment Advisory, Inc. 0.00% New 60 $13K
Financial Connections Group, Inc. 0.00% Add +1.7% 60 $12K
Founders Financial Alliance, LLC 0.00% No change 55 $12K
Cornerstone Financial Management LLC 0.01% — 53 $11K
Pinnacle Wealth Planning Services, Inc. 0.00% New 52 $11K
Transce3nd, LLC 0.09% No change 49 $11K
IAG Wealth Partners, LLC 0.00% No change 50 $10K
Barclays PLC 0.00% New 50 $10K
Pin Oak Investment Advisors Inc. 0.01% No change 48 $10K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 45 $9K
Beacon Financial Strategies CORP 0.01% New 44 $9K
Three Bearings Fiduciary Advisors, Inc. 0.01% — 38 $8K
Garner Asset Management Corp 0.00% New 37 $8K
Pillar Financial Advisors, LLC 0.00% No change 36 $8K
HM Payson & Co. 0.00% No change 35 $7K
Fiduciary Advisors, Inc. 0.01% New 32 $7K
Advocate Investing Services LLC 0.01% — 27 $6K
Community Bank, N.A. 0.00% No change 23 $5K
SJS Investment Consulting Inc. 0.00% No change 20 $4K
Minot DeBlois Advisors LLC 0.00% Reduce -20.0% 20 $4K
Murphy & Mullick Capital Management Corp 0.00% New 20 $4K
Hazlett, Burt & Watson, Inc. 0.00% No change 21 $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% No change 18 $4K
Legacy Wealth Managment, LLC 0.00% No change 18 $4K
Evolution Wealth Management Inc. 0.00% New 18 $4K
Cheviot Value Management, LLC 0.00% No change 17 $4K
Richardson Capital Management LLC 0.00% New 17 $4K
NorthAvenue LLC 0.00% — 16 $3K
Ashton Thomas Securities, LLC 0.00% No change 12 $3K
LM Advisors LLC 0.01% Reduce -79.1% 500 $2K
Smallwood Wealth Investment Management, LLC 0.00% No change 11 $2K
SOA Wealth Advisors, LLC. 0.00% No change 11 $2K
Johnson Financial Group, Inc. 0.00% New 8 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.9% 8 $2K
Burkett Financial Services, LLC 0.00% New 8 $2K
Highline Wealth Partners LLC 0.00% No change 7 $2K
Central Pacific Bank - Trust Division 0.00% No change 6 $1K
KERR FINANCIAL PLANNING Corp 0.00% Add +100.0% 6 $1K
Blue Bell Private Wealth Management, LLC 0.00% No change 5 $1K
West Paces Advisors Inc. 0.00% No change 5 $1K
Richards, Merrill & Peterson, Inc. 0.00% No change 4 $836
Kozak & Associates, Inc. 0.00% No change 3 $656

"% of holder's portfolio" is VXF's weight in each manager's 13F, not the share of Vanguard Extended Market ETF the manager owns.