Vanguard Extended Market ETFVXFETF
13F holders, Q1 2026 (March 31)1,008holders +15
69new positions
49sold out
5famous investors
$205.79avg. 13F price*
At the end of Q1 2026, 1,008 institutions reported holding Vanguard Extended Market ETF (VXF) in their 13F filings, up 15 from Q4 2025. 69 opened new positions and 49 sold out. The largest holders were Envestnet Asset Management Inc. ($873.7M), Morgan Stanley ($869.3M) and Wealthfront Advisers LLC ($682.9M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vanguard Extended Market ETF
- CUSIP
- 922908652
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $189.0M |
| Exits | 49 | $46.5M |
All 13F filers, Q4 2025 → Q1 2026: 6,422,130 shares bought and 3,488,381 shares sold, net +2,933,749 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,008 holders
| Envestnet Asset Management Inc. | 0.23% | Add +39.8% | 4,245,346 | $873.7M |
| Morgan Stanley | 0.05% | Add +7.3% | 4,224,056 | $869.3M |
| Wealthfront Advisers LLC | 1.50% | Reduce -2.3% | 3,318,175 | $682.9M |
| Bank of America Corp. | 0.03% | Add +19.7% | 2,254,629 | $464.0M |
| Fifth Third Bancorp | 0.53% | Add +0.8% | 1,404,888 | $289.1M |
| Mercer Global Advisors Inc. | 0.41% | Add +10.5% | 1,340,917 | $276.0M |
| Vanguard Advisers Inc. | 1.07% | — | 1,326,360 | $273.0M |
| Assetmark, Inc. | 0.54% | Add +4.9% | 1,282,644 | $264.0M |
| Creative Planning | 0.16% | Add +129.3% | 1,137,537 | $234.1M |
| Royal Bank of Canada | 0.04% | Add +9.8% | 1,073,521 | $220.9M |
| LPL Financial LLC | 0.06% | Reduce -1.4% | 1,014,827 | $208.9M |
| Cerity Partners LLC | 0.28% | Add +16.7% | 947,692 | $195.0M |
| Focus Partners Wealth | 0.21% | Reduce -2.0% | 901,751 | $185.8M |
| Plante Moran Financial Advisors, LLC | 11.06% | Add +8.7% | 830,772 | $171.0M |
| Wealthspire Advisors, LLC | 1.33% | Reduce -1.4% | 823,550 | $169.5M |
| Wells Fargo & Company | 0.03% | Add +5.2% | 819,871 | $168.7M |
| Raymond James Financial Inc. | 0.05% | Reduce -3.4% | 747,954 | $153.9M |
| US Bancorp \de | 0.19% | Reduce -11.3% | 745,338 | $153.4M |
| SageView Advisory Group, LLC | 5.03% | Add +3.1% | 669,010 | $137.7M |
| Jones Financial Companies LLLP | 0.06% | Add +142.9% | 663,735 | $133.4M |
| Gleason Group, Inc. | 12.93% | Add +4.3% | 634,181 | $130.5M |
| Nepc LLC | 2.57% | No change | 626,535 | $128.9M |
| UBS Group AG | 0.02% | Reduce -6.5% | 604,209 | $124.3M |
| TD Private Client Wealth LLC | 2.49% | Add +12.8% | 583,386 | $120.1M |
| Jane Street Group, LLC | 0.12% | Add +12676.7% | 519,246 | $106.9M |
| Kestra Investment Management, LLC | 1.80% | New | 508,333 | $104.6M |
| Diversified Trust Co. | 1.93% | Add +0.6% | 506,078 | $104.2M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Reduce -1.1% | 427,043 | $87.9M |
| Natixis Advisors, LLC | 0.11% | Add +63.6% | 383,095 | $78.8M |
| Stratos Wealth Partners, LTD. | 0.86% | Reduce -0.3% | 366,330 | $75.4M |
| Charter Oak Capital Management, LLC | 5.62% | Reduce -1.7% | 351,937 | $72.4M |
| Van Cleef Asset Management,Inc | 7.73% | Reduce -0.1% | 348,657 | $71.8M |
| Osaic Holdings, Inc. | 0.10% | Reduce -2.6% | 340,577 | $70.1M |
| Ameriprise Financial Inc. | 0.02% | Add +0.9% | 340,150 | $70.0M |
| Captrust Financial Advisors | 0.12% | Add +4.0% | 329,623 | $67.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +1.7% | 311,752 | $64.2M |
| Alliancebernstein L.P. | 0.02% | Add +8.7% | 300,848 | $62.9M |
| Cetera Investment Advisers | 0.06% | Add +4.5% | 262,048 | $53.9M |
| BNP Paribas Financial Markets | 0.04% | Reduce -4.0% | 261,338 | $53.8M |
| Tenon Financial LLC | 20.31% | Add +9.8% | 251,213 | $51.7M |
| Citigroup Inc. | 0.03% | Reduce -28.0% | 246,108 | $50.6M |
| Rockefeller Capital Management L.P. | 0.09% | Add +1.8% | 241,233 | $49.6M |
| CIBC Bancorp USA Inc. | 0.07% | — | 233,865 | $48.1M |
| Mariner, LLC | 0.06% | Add +0.5% | 230,938 | $47.5M |
| Vanguard National Trust Co | 2.94% | — | 226,755 | $46.7M |
| GeoWealth Management, LLC | 1.68% | Add +2.4% | 226,382 | $46.6M |
| Blue Trust, Inc. | 0.52% | Reduce -6.8% | 220,424 | $45.4M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -10.0% | 213,068 | $43.8M |
| James J. Burns & Company, LLC | 5.71% | Add +1.9% | 204,556 | $42.1M |
| Thrivent Financial for Lutherans | 0.08% | Add +11.2% | 203,511 | $41.8M |
| Act Wealth Management, LLC | 14.01% | Reduce -0.4% | 202,679 | $41.7M |
| Clearstead Advisors, LLC | 0.38% | Add +322.9% | 201,831 | $41.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -68.3% | 201,363 | $41.4M |
| Coldstream Capital Management Inc. | 0.49% | Reduce -2.4% | 191,588 | $39.4M |
| Mayport, LLC | 7.00% | Add +5.1% | 182,970 | $37.7M |
| HCR Wealth Advisors | 3.88% | Add +2.1% | 181,857 | $37.4M |
| Voya Financial Advisors, Inc. | 3.71% | Reduce -10.8% | 185,342 | $37.3M |
| Lincoln National Corp. | 1.01% | Reduce -1.1% | 168,810 | $34.7M |
| Legacy Private Trust Co. | 2.14% | Reduce -2.8% | 168,416 | $34.7M |
| EP Wealth Advisors, LLC | 0.17% | Add +239.6% | 168,307 | $34.6M |
| Moody National Bank Trust Division | 3.23% | Add +2.6% | 165,000 | $34.0M |
| Valmark Advisers, Inc. | 0.36% | Add +4.4% | 147,152 | $30.3M |
| SlateStone Wealth, LLC | 2.47% | Add +8.7% | 145,606 | $30.0M |
| Mather Group, Llc. | 0.30% | Reduce -0.1% | 144,050 | $29.6M |
| Firestone Capital Management | 5.94% | Add +0.6% | 138,619 | $28.5M |
| Lido Advisors, LLC | 0.11% | Reduce -9.4% | 135,801 | $27.9M |
| FC Advisory LLC | 8.11% | Add +2.2% | 134,920 | $27.8M |
| Beacon Harbor Wealth Advisors, Inc. | 5.68% | Add +2.1% | 131,719 | $27.1M |
| Vestmark Advisory Solutions, Inc. | 0.28% | Add +1709.5% | 121,490 | $25.0M |
| New England Private Wealth Advisors LLC | 2.88% | Add +0.4% | 121,111 | $24.9M |
| Investment Planning Advisors, Inc. | 6.77% | Add +11.8% | 119,471 | $24.6M |
| Cypress Financial Planning LLC | 6.75% | Add +4.4% | 117,636 | $24.2M |
| Stifel Financial Corp. | 0.02% | Add +2.1% | 116,644 | $24.0M |
| Elevation Point Wealth Partners, LLC | 0.57% | New | 115,749 | $23.8M |
| First Hawaiian Bank | 3.22% | Add +4.9% | 111,836 | $23.0M |
| Continuum Advisory, LLC | 2.14% | Add +1.9% | 108,599 | $22.3M |
| MML Investors Services, LLC | 0.06% | Reduce -24.7% | 108,244 | $22.3M |
| Independent Advisor Alliance | 0.23% | New | 104,714 | $21.6M |
| Strategic Investment Advisors / MI | 1.45% | Add +13.0% | 101,704 | $20.9M |
| BlackRock, Inc. | 0.00% | Add +10.5% | 99,500 | $20.5M |
| Winthrop Advisory Group LLC | 1.66% | Add +8.7% | 98,456 | $20.3M |
| Fairway Wealth LLC | 5.07% | Add +3.5% | 93,344 | $19.2M |
| Private Advisor Group, LLC | 0.09% | Add +0.2% | 91,725 | $18.9M |
| Brown Advisory Inc. | 0.03% | Reduce -3.0% | 90,839 | $18.7M |
| FMR LLC | 0.00% | Add +6.4% | 90,065 | $18.5M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Reduce -88.5% | 84,939 | $17.5M |
| N.E.W. Advisory Services LLC | 1.30% | Add +5.4% | 84,225 | $17.3M |
| Keel Point, LLC | 1.16% | Add +5.8% | 84,141 | $17.3M |
| NewEdge Advisors, LLC | 0.06% | Add +4.9% | 82,129 | $16.9M |
| Bessemer Group Inc. | 0.03% | Reduce -4.0% | 81,180 | $16.7M |
| Aurdan Capital Management, LLC | 4.99% | Add +4.8% | 80,792 | $16.6M |
| Prime Buchholz LLC | 8.62% | Add +77.2% | 80,119 | $16.5M |
| Sentinel Pension Advisors, LLC | 2.43% | Add +6337.7% | 80,021 | $16.5M |
| Summit Wealth Group, LLC | 3.77% | Add +1.7% | 79,809 | $16.4M |
| Blair William & Co. | 0.05% | Reduce -33.5% | 78,357 | $16.1M |
| HighTower Advisors, LLC | 0.02% | Add +11.7% | 75,572 | $15.6M |
| Principal Securities, Inc. | 0.23% | Add +2.5% | 75,457 | $15.5M |
| Procyon Advisors, LLC | 0.74% | Add +13.0% | 73,386 | $15.1M |
| Boston Family Office LLC | 1.00% | Add +10.4% | 73,155 | $15.1M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +10.5% | 73,108 | $15.0M |
| Asio Capital, LLC | 2.09% | Add +5.5% | 72,334 | $14.9M |
| Affiance Financial, LLC | 2.36% | Reduce -12.4% | 70,713 | $14.6M |
| Applied Capital LLC | 5.35% | Add +4.7% | 69,671 | $14.3M |
| Topsail Wealth Management, LLC | 2.09% | Add +0.0% | 68,881 | $14.2M |
| Brooklyn Investment Group | 0.44% | Add +75.1% | 68,277 | $14.1M |
| Columbia River Financial Group, LLC | 8.16% | Add +3.5% | 68,273 | $14.1M |
| Brighton Securities Corp. | 6.77% | Reduce -1.1% | 68,263 | $14.0M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +113.6% | 67,691 | $13.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +5.7% | 66,000 | $13.6M |
| West Financial Advisors, LLC | 2.24% | Add +1.5% | 64,060 | $13.2M |
| D.A. Davidson & Co. | 0.08% | Reduce -20.6% | 64,024 | $13.2M |
| Kestra Advisory Services, LLC | 0.05% | Add +3.4% | 61,597 | $12.7M |
| Great Diamond Partners, LLC | 2.44% | Add +1.1% | 61,526 | $12.7M |
| Linscomb Wealth, Inc. | 0.56% | Reduce -5.5% | 60,702 | $12.5M |
| Segment Wealth Management, LLC | 0.73% | Reduce -1.9% | 60,454 | $12.4M |
| Ballentine Partners, LLC | 0.17% | Reduce -0.5% | 60,431 | $12.4M |
| Bank of New York Mellon Corp | 0.00% | Add +1.4% | 59,209 | $12.2M |
| Cwm, LLC | 0.03% | Reduce -0.7% | 58,028 | $11.9M |
| Fort Vancouver Investment Management, LLC | 5.92% | Add +7.0% | 56,677 | $11.7M |
| Fiduciary Group, LLC | 0.96% | Reduce -1.3% | 54,769 | $11.3M |
| World Investment Advisors | 0.18% | Add +15.1% | 54,685 | $11.3M |
| Mutual Advisors, LLC | 0.24% | Add +3.1% | 54,032 | $11.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.0% | 54,809 | $10.9M |
| Landmark Wealth Management, Inc. | 4.00% | Add +0.3% | 51,591 | $10.6M |
| Flow Traders U.S. LLC | 0.34% | Add +183.4% | 51,574 | $10.6M |
| United Services Automobile Association | 1.23% | Reduce -77.3% | 50,963 | $10.5M |
| Baird Financial Group, Inc. | 0.02% | Add +0.1% | 48,848 | $10.1M |
| Marquette Associates, Inc. | 10.85% | Add +4.0% | 48,453 | $10.0M |
| Plancorp, LLC | 0.28% | Add +8.2% | 46,202 | $9.9M |
| North Star Investment Management Corp. | 0.60% | Add +2.7% | 48,028 | $9.9M |
| Pure Financial Advisors, LLC | 0.14% | Reduce -0.2% | 46,258 | $9.5M |
| Susquehanna International Group, LLP | 0.01% | Add +51.2% | 44,004 | $9.1M |
| SMI Advisory Services, LLC | 1.47% | Reduce -19.0% | 42,610 | $8.9M |
| Gutierrez Wealth Advisory, LLC | 5.54% | Reduce -0.7% | 43,300 | $8.9M |
| Lam Group, Inc. | 4.86% | Reduce -1.1% | 42,935 | $8.8M |
| Advisor OS, LLC | 0.64% | Add +2.4% | 42,722 | $8.8M |
| MAI Capital Management | 0.05% | Reduce -1.2% | 42,623 | $8.8M |
| Bleakley Financial Group, LLC | 0.14% | Add +13.7% | 42,444 | $8.7M |
| Arete Wealth Advisors, LLC | 0.65% | Add +30.9% | 42,163 | $8.7M |
| Jessup Wealth Management, Inc | 3.16% | Add +1.0% | 42,005 | $8.6M |
| Journey Beyond Wealth, LLC | 7.36% | Reduce -15.4% | 41,661 | $8.6M |
| Allworth Financial LP | 0.03% | Add +2.5% | 41,117 | $8.5M |
| Ancora Advisors LLC | 0.18% | Reduce -1.1% | 41,063 | $8.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.0% | 40,176 | $8.3M |
| TD Capital Management LLC | 0.73% | Reduce -2.1% | 39,586 | $8.1M |
| Kingsview Wealth Management, LLC | 0.11% | Add +1192.5% | 39,356 | $8.1M |
| AQR Capital Management | 0.00% | Add +74.2% | 39,043 | $8.0M |
| VSM Wealth Advisory, LLC | 2.35% | Reduce -0.5% | 38,295 | $7.9M |
| Luminvest Wealth Management LLC | 2.06% | Add +1.7% | 37,527 | $7.9M |
| Compass Financial Group, INC | 1.08% | Reduce -3.5% | 37,433 | $7.7M |
| Oppenheimer & Co. Inc. | 0.09% | Reduce -1.3% | 37,310 | $7.7M |
| Boston Standard Wealth Management, LLC | 1.25% | Add +0.1% | 36,767 | $7.6M |
| Corient Private Wealth LP | 0.01% | Reduce -37.4% | 36,347 | $7.5M |
| Northern Trust Corp. | 0.00% | Add +78.0% | 36,254 | $7.5M |
| Churchill Financial Advisors, LLC | 1.54% | Add +13.3% | 35,701 | $7.3M |
| Gould Asset Management LLC | 1.27% | Add +0.2% | 35,531 | $7.3M |
| Prospera Capital Management, LLC | 3.55% | Add +3.1% | 34,416 | $7.1M |
| Wedmont Private Capital | 0.23% | Add +121.4% | 32,969 | $7.1M |
| Pathstone Holdings, LLC | 0.03% | Reduce -1.8% | 33,920 | $7.0M |
| Savant Capital, LLC | 0.03% | Add +1.2% | 33,710 | $6.9M |
| Harfst & Associates, Inc. | 1.23% | Add +17.9% | 33,357 | $6.9M |
| Truist Financial Corp. | 0.01% | Add +1.0% | 33,084 | $6.8M |
| Trevian Wealth Management LLC | 3.35% | Add +0.9% | 32,953 | $6.8M |
| Long Island Wealth Management, Inc. | 3.13% | Add +1.1% | 32,752 | $6.7M |
| Kintra Wealth, LLC | 0.47% | New | 32,476 | $6.7M |
| Prime Capital Investment Advisors, LLC | 0.08% | Add +3.9% | 32,108 | $6.6M |
| Parkway Wealth Management Group, LLC | 0.82% | Reduce -12.1% | 30,344 | $6.5M |
| Compass Advisory Group LLC | 1.73% | Add +1.7% | 31,334 | $6.4M |
| Retirement Planning Group, LLC | 0.20% | Reduce -5.9% | 31,254 | $6.4M |
| Vicus Capital | 0.47% | Reduce -0.7% | 31,114 | $6.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +329.5% | 30,973 | $6.4M |
| Rothschild Investment LLC | 0.33% | Reduce -0.2% | 30,672 | $6.3M |
| Merit Financial Group, LLC | 0.05% | Reduce -3.1% | 30,238 | $6.2M |
| Leavell Investment Management, Inc. | 0.25% | Add +2.8% | 30,121 | $6.2M |
| Composition Wealth, LLC | 0.08% | Reduce -8.8% | 29,005 | $6.0M |
| JFS Wealth Advisors, LLC | 0.33% | No change | 28,626 | $5.9M |
| Echo45 Advisors LLC | 3.31% | Add +1.4% | 28,623 | $5.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -49.3% | 27,880 | $5.8M |
| Atlantic Private Wealth, LLC | 3.79% | Reduce -0.4% | 28,135 | $5.8M |
| Tower Research Capital LLC (TRC) | 0.15% | Add +349800.0% | 27,992 | $5.8M |
| Eagle Capital Management, LLC | 2.25% | Reduce -0.1% | 27,685 | $5.7M |
| IFP Advisors, Inc | 0.12% | Add +3399.8% | 27,508 | $5.7M |
| Warwick Investment Management, Inc. | 0.81% | Add +1.2% | 27,031 | $5.6M |
| Safir Wealth Advisors, LLC | 3.99% | Reduce -0.2% | 26,802 | $5.5M |
| Charis Legacy Partners, LLC | 8.02% | Reduce -1.1% | 26,657 | $5.5M |
| Geneos Wealth Management Inc. | 0.13% | Add +28.7% | 26,346 | $5.4M |
| Security National Bank | 0.79% | Reduce -0.2% | 26,306 | $5.4M |
| Sanchez Levi Garrett | 3.36% | — | 26,071 | $5.4M |
| Bfsg, LLC | 0.51% | Add +8.2% | 25,980 | $5.3M |
| &partners | 0.03% | Reduce -11.6% | 25,906 | $5.3M |
| MontVue Capital Management, Inc. | 3.63% | Add +3.8% | 25,873 | $5.3M |
| Bartlett & Co. Wealth Management LLC | 0.07% | Reduce -0.4% | 23,501 | $5.3M |
| Moneta Group Investment Advisors LLC | 0.04% | Reduce -7.6% | 25,811 | $5.3M |
| Arax Advisory Partners | 0.15% | Reduce -53.3% | 25,503 | $5.2M |
| SigFig Wealth Management, LLC | 0.15% | Reduce -13.4% | 24,811 | $5.1M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +25.1% | 24,750 | $5.1M |
| Quantinno Capital Management LP | 0.01% | Add +52.9% | 24,231 | $5.0M |
| Fragasso Financial Advisors Inc | 0.30% | Reduce -0.9% | 23,749 | $5.0M |
| Snowden Capital Advisors LLC | 0.13% | Add +0.8% | 23,722 | $4.9M |
| Riverbridge Partners LLC | 0.12% | Reduce -55.0% | 23,627 | $4.9M |
| Clifford Group, LLC | 3.74% | Reduce -56.1% | 23,579 | $4.9M |
| Wetzel Investment Advisors, Inc. | 1.89% | Reduce -2.6% | 23,048 | $4.7M |
| Penn Capital Management Company, LLC | 0.36% | Add +46.7% | 22,568 | $4.7M |
| Western Reserve Capital Management, LLC | 3.81% | Add +1.1% | 22,560 | $4.6M |
| Ameritas Advisory Services, LLC | 0.18% | Reduce -9.3% | 22,497 | $4.6M |
| Citizens Financial Group Inc. | 0.06% | Reduce -2.5% | 22,399 | $4.6M |
| United Community Bank | 1.51% | Add +3.5% | 22,076 | $4.5M |
| Connable Office Inc. | 0.44% | Add +14.2% | 21,898 | $4.5M |
| Pitcairn Wealth Advisors LLC | 0.41% | No change | 21,544 | $4.5M |
| Vident Advisory, LLC | 0.04% | Add +5.3% | 21,822 | $4.5M |
| Stone Loft Wealth Management LLC | 3.18% | Add +11.5% | 21,630 | $4.5M |
| Farther Finance Advisors, LLC | 0.04% | Add +3.0% | 21,380 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.1% | 21,432 | $4.4M |
| L.K. Benson & Company, P.C. | 1.44% | Add +7.3% | 21,172 | $4.4M |
| NorthRock Partners, LLC | 0.07% | Reduce -1.0% | 21,097 | $4.3M |
| Coyle Financial Counsel LLC | 0.92% | Reduce -1.4% | 21,042 | $4.3M |
| Capital Investment Management, Inc. | 1.47% | Reduce -3.1% | 20,768 | $4.3M |
| Curtis Advisory Group, LLC | 0.91% | Reduce -1.5% | 20,568 | $4.2M |
| Glenmede Trust Co. NA | 0.02% | Add +2.1% | 20,514 | $4.2M |
| Opulen Financial Group LLC | 2.97% | Add +1.0% | 20,488 | $4.2M |
| Twin Focus Capital Partners, LLC | 0.48% | Add +31.1% | 20,311 | $4.2M |
| Vested Financial Planning, LLC | 3.06% | Add +9.4% | 19,488 | $4.0M |
| Dakota Wealth Management | 0.09% | Reduce -2.9% | 19,248 | $4.0M |
| Spire Wealth Management | 0.13% | Add +8.2% | 19,024 | $3.9M |
| Wealth Group Ltd | 0.88% | Reduce -11.1% | 18,847 | $3.9M |
| Mission Hills Financial Advisory, LLC | 1.98% | Add +1.7% | 18,762 | $3.9M |
| BCS Wealth Management | 0.78% | Reduce -43.5% | 18,624 | $3.8M |
| Oxford Financial Group, LTD. LLC | 0.20% | Reduce -8.2% | 18,492 | $3.8M |
| Simon Quick Advisors, LLC | 0.17% | Reduce -1.4% | 18,357 | $3.8M |
| Comprehensive Financial Management LLC | 0.13% | New | 18,311 | $3.8M |
| Baker Ellis Asset Management LLC | 0.45% | No change | 18,274 | $3.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.50% | No change | 18,210 | $3.7M |
| Ausdal Financial Partners, Inc. | 0.16% | Add +151.5% | 17,664 | $3.6M |
| Summit Financial, LLC | 0.04% | Add +3.1% | 16,607 | $3.4M |
| Regal Investment Advisors LLC | 0.20% | Reduce -2.3% | 16,607 | $3.4M |
| Values Added Financial LLC | 1.42% | Reduce -0.2% | 16,425 | $3.4M |
| Armstrong Advisory Group, Inc. | 0.23% | Reduce -6.2% | 16,326 | $3.4M |
| Jordan Park Group LLC | 0.18% | No change | 16,014 | $3.3M |
| Retirement Wealth Solutions LLC | 2.07% | Reduce -8.0% | 15,972 | $3.3M |
| Partners in Financial Planning | 0.55% | Add +0.3% | 15,971 | $3.3M |
| Waverly Advisors, LLC | 0.02% | Add +5.0% | 15,819 | $3.3M |
| Gilpin Wealth Management, LLC | 2.57% | No change | 15,755 | $3.2M |
| Xena Financial Planning, LLC | 3.61% | Add +0.4% | 15,514 | $3.2M |
| Gotham Asset Management | 0.01% | No change | 15,450 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -73.5% | 15,392 | $3.2M |
| Balentine LLC | 0.13% | No change | 15,375 | $3.2M |
| Chilton Capital Management LLC | 0.11% | Reduce -5.3% | 15,241 | $3.1M |
| River Wealth Advisors LLC | 0.36% | Reduce -7.3% | 15,199 | $3.1M |
| HBW Advisory Services LLC | 0.33% | Reduce -2.9% | 15,128 | $3.1M |
| Warner Financial, Inc. | 1.03% | Add +2.1% | 14,665 | $3.0M |
| Stembrook Asset Management, LLC | 2.94% | Add +0.8% | 14,572 | $3.0M |
| Fullerton Advisors, LLC | 3.11% | Reduce -0.2% | 14,571 | $3.0M |
| Earnest Partners LLC | 0.01% | Reduce -85.0% | 14,509 | $3.0M |
| Family CFO Inc | 1.33% | Reduce -4.0% | 14,472 | $3.0M |
| Roundview Capital LLC | 0.18% | Reduce -2.9% | 14,238 | $2.9M |
| Single Point Partners, LLC | 0.57% | Add +0.0% | 13,986 | $2.9M |
| Five Pine Wealth Management | 1.78% | Add +14.8% | 13,948 | $2.9M |
| Signal Tree Financial Partners LLC | 2.16% | Add +0.3% | 13,890 | $2.9M |
| BIP Wealth, LLC | 0.12% | Reduce -87.9% | 13,852 | $2.9M |
| Atlantic Union Bankshares Corp | 0.05% | Add +0.5% | 13,440 | $2.8M |
| Hamrick Investment Counsel, llc | 1.53% | Reduce -39.0% | 13,416 | $2.8M |
| Financial Synergies Wealth Advisors, Inc. | 0.26% | Reduce -5.1% | 13,378 | $2.8M |
| Bestgate Wealth Advisors, LLC | 4.94% | Add +41.2% | 13,307 | $2.7M |
| CWS Financial Advisors, LLC | 0.70% | Reduce -1.6% | 13,267 | $2.7M |
| Deutsche Bank AG | 0.00% | Reduce -15.1% | 13,234 | $2.7M |
| Petersen Hastings Wealth Advisors Inc. | 0.25% | Reduce -1.3% | 13,205 | $2.7M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -1.3% | 13,110 | $2.7M |
| Alpha Zero LLC | 1.35% | Add +5.5% | 12,942 | $2.7M |
| LaSalle St. Investment Advisors, LLC | 0.37% | Add +1.7% | 12,848 | $2.6M |
| Trust Point Inc. | 0.23% | No change | 12,826 | $2.6M |
| Pacific Center for Financial Services | 0.67% | Add +2.1% | 12,764 | $2.6M |
| Empower Advisory Group, LLC | 0.01% | Reduce -33.0% | 12,734 | $2.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.06% | No change | 12,728 | $2.6M |
| Choate Investment Advisors | 0.05% | Reduce -2.0% | 12,703 | $2.6M |
| Coastline Trust Co | 0.26% | No change | 12,651 | $2.6M |
| Argent Trust Co | 0.09% | Add +1.6% | 12,533 | $2.6M |
| Larson Financial Group LLC | 0.08% | Reduce -0.0% | 12,503 | $2.6M |
| Sellwood Investment Partners LLC | 1.01% | Add +50.3% | 12,468 | $2.6M |
| Jacobi Capital Management LLC | 0.14% | Add +0.9% | 12,455 | $2.6M |
| Telos Capital Management, Inc. | 0.24% | Reduce -3.9% | 12,208 | $2.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +9.7% | 12,017 | $2.5M |
| Strategic Blueprint, LLC | 0.14% | Add +4.4% | 11,876 | $2.4M |
| Betterment LLC | 0.00% | Reduce -9.0% | 11,862 | $2.4M |
| Western Wealth Management, LLC | 0.09% | Reduce -0.1% | 11,626 | $2.4M |
| Hills Bank & Trust Co | 0.12% | Reduce -2.8% | 11,610 | $2.4M |
| Zhang Financial LLC | 0.08% | Add +12.3% | 11,605 | $2.4M |
| Tidal Investments LLC | 0.01% | Add +17.3% | 11,580 | $2.4M |
| Flagship Private Wealth, LLC | 0.95% | Reduce -3.9% | 11,394 | $2.3M |
| Quadrant Capital Group LLC | 0.07% | No change | 11,356 | $2.3M |
| Equitable Holdings, Inc. | 0.01% | Add +15.5% | 11,167 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -7.4% | 11,315 | $2.3M |
| Intentional Wealth Strategies, LLC | 2.14% | — | 11,151 | $2.3M |
| Apollon Financial, LLC | 0.32% | No change | 11,135 | $2.3M |
| UMB Bank, n.a. | 0.03% | No change | 10,991 | $2.3M |
| HRT Financial LP | 0.01% | New | 10,926 | $2.2M |
| Tocqueville Asset Management L.P. | 0.03% | No change | 10,910 | $2.2M |
| Nicolet Bankshares Inc. | 0.08% | Add +87.3% | 10,871 | $2.2M |
| Arq Wealth Advisors, LLC | 0.40% | Reduce -1.3% | 10,868 | $2.2M |
| Associated Banc-Corp | 0.06% | Add +44.8% | 10,682 | $2.2M |
| Fee-Only Financial Planning, L.C. | 1.31% | Reduce -6.0% | 10,520 | $2.2M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | — | 10,428 | $2.1M |
| Birchwood Financial Partners, Inc. | 2.04% | Add +11.7% | 10,258 | $2.1M |
| May Hill Capital, LLC | 0.53% | Reduce -4.5% | 10,255 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.9% | 10,147 | $2.1M |
| Emergent Wealth Advisors, LLC | 1.22% | Reduce -55.4% | 10,036 | $2.1M |
| Traphagen Investment Advisors LLC | 0.17% | Add +1.0% | 10,007 | $2.1M |
| Diversified Enterprises, LLC | 0.11% | Reduce -57.8% | 9,965 | $2.1M |
| FSB Premier Wealth Management, Inc. | 0.64% | Reduce -0.8% | 9,947 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -0.9% | 9,898 | $2.0M |
| TFC Financial Management, Inc. | 0.25% | Reduce -0.3% | 9,872 | $2.0M |
| PFG Advisors | 0.10% | Add +0.1% | 9,859 | $2.0M |
| Root Financial Partners, LLC | 0.09% | Add +1.8% | 9,844 | $2.0M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -0.1% | 9,764 | $2.0M |
| AE Wealth Management LLC | 0.01% | Add +77.0% | 9,603 | $2.0M |
| Evolve Private Wealth, LLC | 0.11% | New | 9,594 | $2.0M |
| Lansing Street Advisors | 0.49% | New | 9,482 | $2.0M |
| HB Wealth Management, LLC | 0.01% | No change | 9,252 | $1.9M |
| Bank of Montreal | 0.00% | Add +62.5% | 9,206 | $1.9M |
| KWB Wealth | 0.19% | No change | 9,057 | $1.9M |
| Koshinski Asset Management, Inc. | 0.12% | Add +0.2% | 9,201 | $1.9M |
| Daybright Advisory Services, Inc. | 0.52% | Add +1.1% | 9,069 | $1.9M |
| Briggs Wealth Management, Inc | 1.96% | Reduce -4.3% | 8,976 | $1.8M |
| Tradition Wealth Management, LLC | 0.13% | Add +0.1% | 8,955 | $1.8M |
| Miller Capital Partners, Inc. | 0.89% | Add +0.1% | 8,893 | $1.8M |
| Acorn Financial Advisory Services Inc. | 0.25% | Reduce -0.2% | 8,809 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -67.3% | 8,770 | $1.8M |
| Confluence Wealth Services, Inc. | 0.07% | Add +0.0% | 8,751 | $1.8M |
| Calder Financial LLC | 1.79% | Add +0.2% | 8,688 | $1.8M |
| Fulton Bank, N.A. | 0.06% | Add +74.9% | 8,697 | $1.8M |
| Arkadios Wealth Advisors | 0.03% | Reduce -1.0% | 8,685 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | No change | 8,671 | $1.8M |
| Phillips Financial Management, LLC | 0.13% | Reduce -10.8% | 8,663 | $1.8M |
| Hollencrest Capital Management | 0.07% | Add +0.3% | 8,584 | $1.8M |
| Facet Wealth, Inc. | 0.03% | Reduce -4.2% | 8,427 | $1.7M |
| Harbor Investment Advisory, LLC | 0.14% | Add +0.3% | 8,416 | $1.7M |
| Professional Financial Advisors, LLC | 0.35% | New | 8,402 | $1.7M |
| Cypress Capital Group | 0.19% | No change | 8,320 | $1.7M |
| CGN Advisors LLC | 0.13% | Add +16.3% | 8,270 | $1.7M |
| Fifth Third Wealth Advisors LLC | 0.06% | Add +0.6% | 8,237 | $1.7M |
| Advyzon Investment Management, LLC | 0.15% | Add +5.3% | 8,204 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | New | 8,000 | $1.6M |
| Center For Asset Management LLC | 0.81% | Add +6.6% | 7,940 | $1.6M |
| RFG Advisory, LLC | 0.03% | Reduce -1.8% | 7,927 | $1.6M |
| Successful Portfolios LLC | 0.90% | Add +13.2% | 7,974 | $1.6M |
| Park National Corp. | 0.05% | Add +25.5% | 7,857 | $1.6M |
| Hunter Associates Investment Management LLC | 0.21% | No change | 7,849 | $1.6M |
| Aua Capital Management, LLC | 0.82% | No change | 7,792 | $1.6M |
| Destiny Wealth Partners, LLC | 0.17% | Add +17.7% | 7,746 | $1.6M |
| Keybank National Association | 0.01% | Reduce -5.2% | 7,742 | $1.6M |
| Patriot Investment Management Group, Inc. | 0.10% | Reduce -3.1% | 7,707 | $1.6M |
| Centennial Bank | 0.56% | Add +1547.6% | 7,612 | $1.6M |
| Grant Street Asset Management, Inc. | 0.30% | Add +2.8% | 7,568 | $1.6M |
| Pinnacle Associates Ltd. | 0.02% | No change | 7,550 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +1.4% | 7,506 | $1.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.11% | No change | 7,500 | $1.5M |
| Legacy Wealth Partners, LLC | 0.39% | Add +2.9% | 7,493 | $1.5M |
| BostonPremier Wealth LLC | 0.78% | Reduce -2.1% | 7,381 | $1.5M |
| GSG Advisors LLC | 0.39% | Add +0.3% | 7,369 | $1.5M |
| GFS Advisors, LLC | 0.10% | Reduce -3.5% | 7,355 | $1.5M |
| TFB Advisors LLC | 0.79% | Reduce -23.9% | 7,339 | $1.5M |
| Hantz Financial Services, Inc. | 0.02% | Reduce -0.2% | 7,320 | $1.5M |
| HUB Investment Partners, LLC | 0.04% | Add +73.4% | 7,191 | $1.5M |
| Apella Capital, LLC | 0.02% | Add +3.5% | 6,435 | $1.5M |
| Xcelsior Advisor Partners LLC | 0.55% | Add +18.4% | 7,001 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +516.6% | 6,961 | $1.4M |
| Opus Financial Solutions LLC | 1.34% | Add +1.8% | 6,923 | $1.4M |
| Ridge Creek Global, Inc | 1.20% | Add +6.2% | 6,860 | $1.4M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +0.0% | 6,815 | $1.4M |
| FF Advisors,LLC | 0.56% | No change | 6,150 | $1.4M |
| Bull Street Advisors, LLC | 0.68% | Add +0.3% | 6,701 | $1.4M |
| Renaissance Technologies | 0.00% | Add +34.0% | 6,700 | $1.4M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -1.2% | 6,586 | $1.4M |
| Lanark Financial, Inc. | 0.10% | Reduce -3.5% | 6,690 | $1.4M |
| Global Strategic Investment Solutions, LLC | 0.13% | Reduce -0.1% | 6,641 | $1.4M |
| Yoffe Investment Management, LLC | 1.75% | No change | 6,633 | $1.4M |
| Oak Root LLC | 0.17% | Reduce -35.7% | 6,591 | $1.4M |
| Burton Enright Welch | 0.18% | No change | 6,360 | $1.3M |
| AMG Asset Management Group, Inc. | 1.01% | New | 6,349 | $1.3M |
| Sage Rhino Capital LLC | 0.24% | Add +2.4% | 6,307 | $1.3M |
| Selective Wealth Management, Inc. | 0.38% | Reduce -17.3% | 5,837 | $1.3M |
| Cascade Financial Partners, LLC | 0.13% | Reduce -0.9% | 6,246 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +2.7% | 6,224 | $1.3M |
| Fiduciary Trust Co | 0.01% | Reduce -1.6% | 6,164 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +0.1% | 6,161 | $1.3M |
| Gateway Wealth Partners, LLC | 0.05% | New | 6,144 | $1.3M |
| Blue Chip Partners, LLC | 0.09% | Reduce -0.7% | 6,143 | $1.3M |
| Lake Street Private Wealth, LLC | 0.16% | Add +3.2% | 6,125 | $1.3M |
| Independent Financial Group, LLC | 0.03% | Add +31.0% | 6,115 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.04% | Add +13.3% | 6,080 | $1.3M |
| Westfuller Advisors, LLC | 0.54% | Add +51.3% | 6,052 | $1.2M |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -76.7% | 6,046 | $1.2M |
| Ascent Group, LLC | 0.04% | Reduce -5.2% | 6,020 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -8.4% | 6,216 | $1.2M |
| Stokes Family Office, LLC | 0.13% | No change | 6,000 | $1.2M |
| AMG National Trust Bank | 0.03% | Add +171.3% | 5,972 | $1.2M |
| MCF Advisors LLC | 0.05% | Add +27.1% | 5,964 | $1.2M |
| GuidedMoney, LLC | 0.64% | No change | 5,898 | $1.2M |
| DGS Capital Management, LLC | 0.20% | Add +13.5% | 5,884 | $1.2M |
| Howard Wealth Management, LLC | 0.51% | Reduce -1.8% | 5,856 | $1.2M |
| Fire Capital Management LLC | 0.56% | No change | 5,814 | $1.2M |
| NewEdge Wealth, LLC | 0.01% | Reduce -7.9% | 5,744 | $1.2M |
| Evoke Wealth, LLC | 0.02% | Reduce -0.3% | 5,725 | $1.2M |
| WealthCollab, LLC | 0.48% | No change | 5,710 | $1.2M |
| Lionsbridge Wealth Management LLC | 1.18% | Reduce -53.9% | 5,690 | $1.2M |
| TruWealth Advisors, LLC | 0.06% | No change | 5,651 | $1.2M |
| Harbour Investments, Inc. | 0.02% | Reduce -95.0% | 5,627 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Add +12.6% | 5,603 | $1.2M |
| McClarren Financial Advisors, Inc. | 0.68% | Add +42.6% | 5,603 | $1.2M |
| Choreo, LLC | 0.01% | Reduce -4.7% | 5,527 | $1.1M |
| Centerpoint Advisors, LLC | 0.37% | Reduce -3.0% | 5,501 | $1.1M |
| Vise Technologies, Inc. | 0.02% | No change | 5,409 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +4.0% | 5,478 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -2.5% | 5,448 | $1.1M |
| JMN Financial LLC | 1.09% | Add +5.9% | 5,405 | $1.1M |
| Woodmont Investment Counsel LLC | 0.07% | Reduce -0.7% | 5,344 | $1.1M |
| Kovack Advisors, Inc. | 0.06% | Add +0.6% | 5,228 | $1.1M |
| Precedent Wealth Partners, LLC | 0.21% | Reduce -0.2% | 5,190 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -34.0% | 5,150 | $1.1M |
| Roble, Belko & Company, Inc | 0.13% | Reduce -21.0% | 5,081 | $1.0M |
| Macco Financial Group, Inc. | 0.79% | New | 5,059 | $1.0M |
| Advisory Services Network, LLC | 0.01% | Reduce -0.3% | 5,046 | $1.0M |
| Golden Road Advisors LLC | 0.60% | Add +3.6% | 5,038 | $1.0M |
| Ieq Capital, LLC | 0.00% | Add +5.4% | 4,986 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +5.0% | 4,930 | $1.0M |
| Bank of Marin | 0.74% | Add +12.4% | 4,917 | $1.0M |
| F/m Investments LLC | 0.07% | Add +0.3% | 4,906 | $1.0M |
| Eastern Bank | 0.02% | Add +32.3% | 4,906 | $1.0M |
| Meridian Wealth Management, LLC | 0.04% | Add +1.9% | 4,895 | $1.0M |
| Coastal Bridge Advisors, LLC | 0.07% | Reduce -4.5% | 4,788 | $985K |
| Wealth Advisory Solutions, LLC | 0.22% | Reduce -21.3% | 4,783 | $984K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -6.2% | 4,745 | $977K |
| Tanager Wealth Management LLP | 0.09% | No change | 4,736 | $975K |
| Waystone Advisors LLC | 0.87% | Reduce -3.5% | 4,728 | $973K |
| Range Advisory, LLC | 0.18% | Add +18.9% | 4,702 | $968K |
| Red Mountain Financial, LLC | 0.91% | Reduce -0.4% | 4,702 | $968K |
| Capital Asset Managemnet, LLC | 1.09% | Reduce -6.2% | 4,695 | $966K |
| Stratos Investment Management, LLC | 0.04% | Add +23.5% | 4,674 | $962K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -5.6% | 4,655 | $958K |
| 49 Wealth Management, LLC | 0.07% | Add +0.8% | 4,625 | $952K |
| Brookstone Capital Management | 0.01% | Add +8.9% | 4,623 | $951K |
| First Growth Capital LLC | 0.86% | No change | 4,590 | $951K |
| Centaurus Financial, Inc. | 0.04% | Reduce -1.9% | 4,583 | $943K |
| StoneX Group Inc. | 0.05% | Reduce -6.4% | 4,563 | $939K |
| Savvy Advisors, Inc. | 0.03% | Add +161.8% | 4,548 | $936K |
| Whittier Trust Co. | 0.01% | No change | 4,451 | $931K |
| Kohmann Bosshard Financial Services, LLC | 0.09% | Reduce -34.5% | 4,447 | $915K |
| Advance Capital Management, Inc. | 0.03% | Reduce -13.1% | 4,374 | $900K |
| Advisors Capital Management, LLC | 0.01% | Add +0.3% | 4,372 | $900K |
| Aries Wealth Management | 0.20% | No change | 4,369 | $899K |
| Capital Advisors Wealth Management, LLC | 0.12% | Add +12.4% | 4,326 | $890K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -0.6% | 4,314 | $888K |
| Perennial Advisors, LLC | 0.15% | Add +4.3% | 4,294 | $884K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 4,272 | $879K |
| Victrix Investment Advisors | 0.32% | Reduce -2.8% | 4,272 | $879K |
| SC&H Financial Advisors, Inc. | 0.13% | Add +0.7% | 4,265 | $878K |
| Flputnam Investment Management Co. | 0.01% | Reduce -41.1% | 4,263 | $877K |
| Secure Asset Management, LLC | 0.14% | No change | 4,261 | $877K |
| Greenspring Advisors, LLC | 0.05% | Add +5.9% | 4,245 | $874K |
| Washington Trust Bank | 0.06% | Reduce -3.4% | 4,233 | $871K |
| SouthState Bank Corp | 0.04% | No change | 4,218 | $868K |
| Inscription Capital, LLC | 0.09% | Add +18.2% | 4,211 | $867K |
| Crewe Advisors LLC | 0.07% | No change | 4,207 | $866K |
| SCS Capital Management LLC | 0.01% | Reduce -15.1% | 4,193 | $863K |
| CVFG LLC | 0.11% | Reduce -0.8% | 4,174 | $859K |
| Burling Wealth Partners, LLC | 0.14% | No change | 4,110 | $846K |
| International Assets Investment Management, LLC | 0.06% | Add +1.4% | 4,074 | $844K |
| Syverson Strege & Co | 0.20% | No change | 4,079 | $839K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.15% | Reduce -0.7% | 4,078 | $839K |
| Sanchez Gaunt Capital Management, LLC | 0.52% | — | 4,073 | $838K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +0.3% | 4,061 | $836K |
| Crux Wealth Advisors | 0.32% | Reduce -11.6% | 4,046 | $833K |
| Quadrant Private Wealth Management, LLC | 0.13% | New | 4,019 | $827K |
| Traveka Wealth, LLC | 0.31% | No change | 3,987 | $821K |
| Stephens Inc. | 0.01% | Add +2.4% | 3,983 | $820K |
| Atticus Wealth Management, LLC | 0.22% | Add +0.2% | 3,924 | $808K |
| Focus Financial Network, Inc. | 0.03% | Reduce -8.4% | 3,882 | $799K |
| Fiduciary Wealth Partners, LLC | 0.52% | Reduce -5.5% | 3,865 | $795K |
| Rik Saylor Financial, Inc. | 0.60% | Reduce -1.4% | 3,865 | $795K |
| Stablepoint Partners, LLC | 0.12% | Reduce -10.7% | 3,838 | $790K |
| Johnson Investment Counsel Inc. | 0.01% | Add +11.2% | 3,797 | $781K |
| Two Sigma Securities, LLC | 0.09% | New | 3,774 | $777K |
| Caldwell Trust Co | 0.07% | No change | 3,768 | $775K |
| Holos Integrated Wealth LLC | 0.39% | No change | 3,678 | $770K |
| Beaumont Financial Advisors, LLC | 0.05% | Reduce -0.8% | 3,719 | $765K |
| Bouchey Financial Group, Ltd. | 0.06% | No change | 3,561 | $765K |
| Bluesphere Advisors LLC | 0.27% | Reduce -0.5% | 3,715 | $764K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -2.0% | 3,695 | $760K |
| Aspiriant, LLC | 0.02% | No change | 3,680 | $757K |
| RPG Investment Advisory, LLC | 0.09% | Add +8.0% | 3,667 | $755K |
| Modera Wealth Management, LLC | 0.01% | Add +15.1% | 3,652 | $752K |
| Avidian Wealth Enterprises, LLC | 0.02% | New | 3,651 | $751K |
| Wedbush Securities Inc. | 0.02% | Reduce -2.1% | 3,623 | $746K |
| BCR Wealth Strategies, LLC | 0.23% | Reduce -2.5% | 3,624 | $745K |
| Sunflower Bank, N.A. | 0.19% | No change | 3,605 | $742K |
| Clarity Capital Advisors, LLC | 0.34% | Add +15.4% | 3,589 | $739K |
| BridgePort Financial Solutions, LLC | 0.21% | Reduce -0.5% | 3,588 | $738K |
| Colter Lewis Investment Partners LLC | 0.69% | No change | 3,584 | $738K |
| Boston Trust Walden Corp | 0.01% | Reduce -83.7% | 3,548 | $730K |
| Flaharty Asset Management, LLC | 0.09% | Reduce -17.9% | 3,546 | $730K |
| Sage Capital Advisors,llc | 0.17% | Reduce -1.6% | 3,527 | $726K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +15.7% | 3,504 | $721K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -63.5% | 3,486 | $717K |
| Ascentis Independent Advisors | 0.05% | New | 3,459 | $712K |
| Midwest Trust Co | 0.01% | Reduce -5.6% | 3,459 | $712K |
| Evanson Asset Management, LLC | 0.04% | No change | 3,448 | $710K |
| Forum Financial Management, LP | 0.01% | No change | 3,430 | $706K |
| Creekside Partners | 0.29% | Add +0.3% | 3,418 | $703K |
| Synergy Investment Management, LLC | 0.23% | Add +1.3% | 3,414 | $703K |
| Money Concepts Capital Corp. | 0.04% | Reduce -81.4% | 3,380 | $696K |
| Callan Family Office, LLC | 0.02% | Reduce -4.7% | 3,370 | $694K |
| Texas Yale Capital Corp. | 0.02% | No change | 3,365 | $693K |
| PUREfi Wealth, LLC | 0.45% | No change | 3,359 | $691K |
| Mathes Company, Inc. | 0.25% | No change | 3,350 | $689K |
| LPWM LLC | 0.17% | Reduce -5.3% | 3,335 | $686K |
| Sapient Capital LLC | 0.01% | Add +11.2% | 3,320 | $683K |
| Cardinal Point Capital Management ULC | 0.04% | New | 3,304 | $680K |
| Rossby Financial, LCC | 0.14% | Add +39.6% | 3,281 | $680K |
| Wealth Architects, LLC | 0.06% | Reduce -0.2% | 3,285 | $676K |
| HORAN Wealth, LLC | 0.06% | Add +100.0% | 3,232 | $676K |
| Brighton Jones LLC | 0.01% | New | 3,272 | $673K |
| Bailard, Inc. | 0.02% | No change | 3,270 | $673K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +7.6% | 3,251 | $669K |
| Mason Investment Advisory Services, Inc. | 0.03% | Add +0.1% | 3,250 | $669K |
| Element Wealth, LLC | 0.27% | No change | 3,183 | $655K |
| Hutchens & Kramer Investment Management Group, LLC | 0.20% | Add +1.9% | 3,145 | $647K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +8.6% | 3,109 | $640K |
| Financial Harvest, LLC | 0.37% | No change | 3,086 | $635K |
| Caprock Group, LLC | 0.02% | Reduce -31.9% | 3,072 | $632K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -2.2% | 3,065 | $631K |
| Private Management Group Inc. | 0.02% | No change | 3,062 | $630K |
| CreativeOne Wealth, LLC | 0.01% | Add +10.1% | 3,016 | $621K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.3% | 3,011 | $620K |
| Venture Visionary Partners LLC | 0.02% | Add +0.0% | 3,009 | $619K |
| Schmidt P J Investment Management Inc. | 0.10% | No change | 3,000 | $617K |
| London Co. of Virginia | 0.00% | Reduce -14.5% | 2,986 | $615K |
| ARS Investment Partners, LLC | 0.03% | No change | 2,975 | $612K |
| King Wealth Management Group | 0.08% | Add +0.2% | 2,970 | $611K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.1% | 2,960 | $609K |
| Odyssey Capital Advisors, Inc. | 0.54% | Reduce -5.7% | 2,954 | $608K |
| Harpswell Capital Advisors, LLC | 0.45% | Add +68.4% | 2,954 | $608K |
| 17 Capital Partners, LLC | 0.31% | Add +12.2% | 2,922 | $601K |
| Narwhal Capital Management | 0.04% | No change | 2,917 | $600K |
| Busey Bank | 0.02% | Add +1.9% | 2,888 | $594K |
| Taylor & Morgan Wealth Management, LLC | 0.34% | Reduce -2.4% | 2,881 | $593K |
| LongView Wealth Management | 0.15% | Add +0.2% | 2,676 | $589K |
| Sage Mountain Advisors LLC | 0.04% | Reduce -35.9% | 2,854 | $587K |
| Montecito Bank & Trust | 0.09% | Reduce -3.4% | 2,802 | $577K |
| Denver Wealth Management, Inc. | 0.20% | New | 2,792 | $575K |
| PCM Encore, LLC | 0.12% | New | 2,779 | $572K |
| Chesley Taft & Associates LLC | 0.02% | Add +24.7% | 2,765 | $569K |
| Accurate Wealth Management, LLC | 0.07% | Add +2.4% | 2,653 | $568K |
| ARK & TLK Investments, LLC | 0.15% | New | 2,756 | $567K |
| Wealth Alliance, LLC | 0.06% | Reduce -81.8% | 2,752 | $566K |
| Commerce Bank | 0.00% | Add +21.6% | 2,737 | $563K |
| Russell Investments Group, Ltd. | 0.00% | Add +4.7% | 2,731 | $562K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 2,727 | $561K |
| Compound Planning, Inc. | 0.02% | Add +35.0% | 2,727 | $561K |
| Tortoise Investment Management, LLC | 0.05% | No change | 2,712 | $558K |
| Reston Wealth Management LLC | 0.17% | Reduce -6.1% | 2,708 | $557K |
| Koenig Investment Advisory, LLC | 0.46% | Add +0.1% | 2,637 | $543K |
| Magnolia Private Wealth, LLC | 0.36% | Reduce -6.5% | 2,630 | $541K |
| Ballast, Inc. | 0.12% | No change | 2,625 | $540K |
| Align Financial, LLC | 0.31% | Reduce -99.5% | 2,610 | $537K |
| Meridian Wealth Partners, LLC | 0.07% | No change | 2,608 | $537K |
| Bridgelight Financial Advisors, Inc. | 0.45% | Reduce -0.3% | 2,601 | $535K |
| Strategic Wealth Partners, Ltd. | 0.04% | Add +1.9% | 2,591 | $533K |
| Evermay Wealth Management LLC | 0.06% | Reduce -2.3% | 2,575 | $530K |
| Newton One Investments LLC | 0.14% | Add +0.1% | 2,574 | $530K |
| Conrad Siegel Investment Advisors, Inc. | 0.09% | Reduce -2.8% | 2,522 | $519K |
| L. Roy Papp & Associates, LLP | 0.06% | Add +2.6% | 2,510 | $517K |
| Archer Investment Corp | 0.11% | Reduce -28.7% | 2,495 | $513K |
| Bogart Wealth, LLC | 0.02% | Reduce -12.5% | 2,480 | $510K |
| Fiscal Wisdom Wealth Management, LLC | 0.49% | Add +1.1% | 2,478 | $510K |
| Atlatl Advisers LLC | 0.38% | Reduce -81.5% | 2,474 | $509K |
| First Merchants Corp. | 0.02% | Reduce -0.4% | 2,469 | $508K |
| Private Trust Co. NA | 0.05% | Reduce -13.5% | 2,455 | $505K |
| M3 Advisory Group, LLC | 0.31% | Add +0.1% | 2,446 | $503K |
| Strathmore Capital Advisors, Inc. | 0.14% | No change | 2,225 | $502K |
| Essex Financial Services, Inc. | 0.03% | Add +0.0% | 2,428 | $500K |
| Truefg, LLC | 0.13% | Add +0.4% | 2,415 | $497K |
| BSW Wealth Partners | 0.06% | No change | 2,410 | $496K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -0.7% | 2,386 | $491K |
| CENTRAL TRUST Co | 0.01% | Add +8.4% | 2,335 | $481K |
| Eagle Strategies LLC | 0.06% | Reduce -1.2% | 2,326 | $479K |
| Crescent Grove Advisors, LLC | 0.05% | No change | 2,308 | $475K |
| Veridan Wealth LLC | 0.18% | Reduce -0.3% | 2,301 | $474K |
| Claro Advisors Inc. | 0.06% | Add +59.4% | 2,301 | $474K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -3.9% | 2,288 | $471K |
| Michels Family Financial, LLC | 0.34% | Add +0.3% | 2,285 | $470K |
| Redwood Investment Management, LLC | 0.06% | Reduce -4.4% | 2,282 | $470K |
| Sandbox Financial Partners, LLC | 0.13% | Add +0.0% | 2,277 | $469K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 2,271 | $467K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 2,270 | $467K |
| Obermeyer Wealth Partners | 0.02% | No change | 2,268 | $467K |
| Advisory Alpha, LLC | 0.01% | Add +101.3% | 2,247 | $463K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +0.4% | 2,232 | $459K |
| First National Bank of Mount Dora, Trust Investment Services | 0.10% | No change | 2,228 | $459K |
| Moors & Cabot, Inc. | 0.02% | Add +0.4% | 2,212 | $455K |
| Olistico Wealth, LLC | 0.22% | Reduce -2.6% | 2,179 | $448K |
| Drucker Wealth 3.0, LLC | 0.08% | Reduce -16.2% | 2,176 | $448K |
| Quad-Cities Investment Group, LLC | 0.18% | Add +6.5% | 2,166 | $446K |
| Breakwater Capital Group | 0.06% | Add +21.6% | 2,140 | $440K |
| Hanover Advisors Inc. | 0.18% | No change | 2,123 | $437K |
| Kathmere Capital Management, LLC | 0.03% | New | 2,119 | $436K |
| Hardworking Capital Advisors, LLC | 0.41% | No change | 2,115 | $435K |
| First County Bank | 0.23% | Reduce -2.3% | 2,104 | $433K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.8% | 2,100 | $432K |
| Rathbones Group PLC | 0.00% | Reduce -5.9% | 2,100 | $432K |
| Embree Financial Group | 0.05% | New | 2,098 | $432K |
| First Manhattan Co. Llc. | 0.00% | Add +1.8% | 2,093 | $431K |
| Seeds Investor LLC | 0.06% | New | 1,945 | $428K |
| Eaton Financial Holdings Company, LLC | 0.14% | Reduce -10.5% | 2,076 | $427K |
| Legacy Edge Advisors, LLC | 0.04% | No change | 2,072 | $426K |
| Next Level Private LLC | 0.10% | Reduce -3.3% | 2,055 | $423K |
| Symphony Financial, Ltd. Co. | 0.06% | New | 2,032 | $418K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -3.5% | 2,094 | $417K |
| Maseco LLP | 0.01% | Add +22.4% | 2,021 | $416K |
| Sowell Financial Services LLC | 0.02% | Reduce -12.9% | 2,019 | $415K |
| Forthright Family Wealth Advisory LLC | 0.28% | New | 2,365 | $415K |
| Downshift Financial, LLC | 0.21% | Add +6.9% | 1,854 | $414K |
| Garde Capital, Inc. | 0.02% | No change | 2,000 | $412K |
| Fiduciary Financial Group, LLC | 0.05% | No change | 1,999 | $411K |
| Alpha Omega Wealth Management LLC | 0.07% | Reduce -21.5% | 1,997 | $411K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -2.8% | 1,996 | $411K |
| Cornerstone Planning Group LLC | 0.05% | Add +0.1% | 1,791 | $411K |
| Orgel Wealth Management, LLC | 0.01% | No change | 1,993 | $410K |
| Howland Capital Management LLC | 0.02% | Add +4.8% | 1,991 | $410K |
| Saxon Interests, Inc. | 0.14% | Add +2.0% | 1,988 | $409K |
| Capital Analysts, LLC | 0.01% | Add +0.8% | 1,981 | $407K |
| Truepoint, Inc. | 0.01% | Add +0.2% | 1,966 | $405K |
| Spinnaker Trust | 0.02% | Reduce -2.3% | 1,964 | $404K |
| FFT Wealth Management LLC | 0.07% | New | 1,960 | $403K |
| W1M Asset Management Ltd | 0.00% | No change | 1,959 | $403K |
| Childress Capital Advisors, LLC | 0.07% | No change | 1,948 | $401K |
| QRG Capital Management, Inc. | 0.00% | Add +40.6% | 1,942 | $400K |
| Mgo One Seven LLC | 0.01% | Add +13.7% | 1,937 | $399K |
| Signaturefd, LLC | 0.01% | Reduce -0.5% | 1,934 | $398K |
| CRA Financial Services, LLC | 0.05% | Add +2.4% | 1,931 | $397K |
| Foundations Investment Advisors, LLC | 0.00% | Add +0.4% | 1,924 | $396K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 1,725 | $396K |
| Integrity Wealth Partners, LLC | 0.35% | — | 1,909 | $393K |
| Cozad Asset Management Inc. | 0.03% | No change | 1,900 | $391K |
| Schiavi & Co LLC | 0.12% | Add +0.2% | 1,894 | $390K |
| Cutler Investment Counsel LLC | 0.04% | Reduce -6.5% | 1,889 | $389K |
| Fisher Asset Management | 0.00% | Add +52.2% | 1,880 | $387K |
| Ferguson Johnson Wealth Management Inc | 0.31% | Reduce -0.2% | 1,883 | $387K |
| Cedar Mountain Advisors, LLC | 0.07% | No change | 1,859 | $383K |
| KFA Private Wealth Group, LLC | 0.09% | Reduce -5.0% | 1,853 | $381K |
| Nixon Peabody Trust Co. | 0.03% | No change | 1,850 | $381K |
| Heritage Family Offices, LLP | 0.17% | Reduce -0.5% | 1,818 | $374K |
| Manhattan West Asset Management, LLC | 0.07% | Reduce -18.6% | 1,813 | $373K |
| United Capital Financial Advisors, LLC | 0.00% | Add +11.7% | 1,809 | $372K |
| Hershey Financial Advisers, LLC | 0.32% | Add +2.1% | 1,806 | $372K |
| Invictus Private Wealth, LLC | 0.02% | No change | 1,804 | $371K |
| Teamwork Financial Advisors, LLC | 0.04% | No change | 1,800 | $370K |
| Bryant Woods Investment Advisors, LLC | 0.14% | Add +6.8% | 1,795 | $369K |
| Rodgers & Associates, LTD | 0.04% | No change | 1,789 | $368K |
| Sei Investments Co. | 0.00% | Add +18.1% | 1,781 | $367K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 1,775 | $365K |
| Bay Capital Advisors, LLC | 0.22% | No change | 1,760 | $362K |
| Milestone Investment Advisors LLC | 0.09% | No change | 1,758 | $362K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,755 | $361K |
| MKT Advisors LLC | 0.12% | No change | 1,725 | $361K |
| Castle Rock Wealth Management, LLC | 0.08% | Add +0.2% | 1,729 | $360K |
| Stonebridge Capital Advisors LLC | 0.03% | Add +7.3% | 1,748 | $360K |
| Apollon Wealth Management, LLC | 0.01% | Add +45.3% | 1,748 | $360K |
| Walkner Condon Financial Advisors LLC | 0.05% | No change | 1,747 | $360K |
| Integrity Alliance, Llc. | 0.01% | Reduce -7.8% | 1,743 | $359K |
| Investor's Fiduciary Advisor Network, LLC | 0.11% | Reduce -0.1% | 1,735 | $357K |
| Accredited Investors Inc. | 0.02% | No change | 1,730 | $356K |
| Petix & Botte Co | 0.16% | Reduce -50.0% | 1,715 | $353K |
| Regions Financial Corp. | 0.00% | Reduce -76.0% | 1,705 | $351K |
| Mitchell Sinkler & Starr | 0.16% | No change | 1,700 | $350K |
| Cannell & Spears LLC | 0.01% | No change | 1,700 | $350K |
| Prospect Financial Group LLC | 0.32% | No change | 1,692 | $348K |
| Enclave Advisors LLC | 0.05% | No change | 1,687 | $347K |
| PFG Investments, LLC | 0.02% | Add +43.6% | 1,675 | $345K |
| 71 West Capital Partners | 0.02% | No change | 1,673 | $344K |
| GW&K Investment Management, LLC | 0.00% | Add +10.4% | 1,670 | $344K |
| New Perspectives, Inc | 0.12% | No change | 1,668 | $343K |
| Millstone Evans Group, LLC | 0.20% | New | 1,658 | $341K |
| Ironwood Wealth Management, LLC. | 0.10% | Add +167.8% | 1,658 | $341K |
| Merited Wealth, LLC | 0.28% | Reduce -2.6% | 1,651 | $340K |
| Unconventional Investor, LLC | 0.16% | Add +0.1% | 1,650 | $340K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | No change | 1,639 | $337K |
| NWF Advisory Services Inc. | 0.04% | Add +1.5% | 1,630 | $335K |
| Manuka Financial, LLC | 0.21% | Add +0.1% | 1,627 | $335K |
| Smithfield Trust Co | 0.01% | No change | 1,609 | $333K |
| Leo Wealth, LLC | 0.02% | Add +0.3% | 1,608 | $331K |
| OneAscent Family Office, LLC | 0.23% | New | 1,607 | $331K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 1,606 | $331K |
| Belpointe Asset Management LLC | 0.01% | Reduce -0.1% | 1,601 | $330K |
| D. E. Shaw & Co. | 0.00% | New | 1,595 | $328K |
| Clientfirst Wealth Management, LLC | 0.28% | No change | 1,591 | $327K |
| Ruggaard & Associates LLC | 0.13% | Reduce -0.9% | 1,590 | $327K |
| Verum Partners LLC | 0.06% | Add +24.1% | 1,589 | $327K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -11.5% | 1,584 | $326K |
| Glenview Trust Co | 0.01% | No change | 1,583 | $326K |
| Innova Wealth Partners | 0.15% | Add +0.1% | 1,583 | $326K |
| Park Avenue Securities LLC | 0.00% | Reduce -2.5% | 1,580 | $325K |
| Alerus Financial NA | 0.02% | No change | 1,575 | $324K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 1,571 | $323K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -43.3% | 1,570 | $323K |
| Trek Financial, LLC | 0.02% | No change | 1,566 | $322K |
| Strategic Family Wealth Counselors, L.L.C. | 0.08% | Reduce -11.1% | 1,561 | $321K |
| Richardson Financial Services Inc. | 0.20% | Reduce -3.9% | 1,549 | $319K |
| Sovran Advisors, LLC | 0.03% | New | 1,406 | $318K |
| Balefire, LLC | 0.06% | Reduce -0.7% | 1,538 | $317K |
| Juno Financial Group LLC | 0.12% | Add +0.3% | 1,532 | $315K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 1,517 | $312K |
| VestGen Advisors, LLC | 0.01% | Reduce -88.7% | 1,373 | $312K |
| Quadcap Wealth Management, LLC | 0.04% | No change | 1,515 | $312K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +2.7% | 1,514 | $312K |
| Mirador Capital Partners LP | 0.04% | Add +0.6% | 1,509 | $311K |
| Clearstead Trust, LLC | 0.05% | No change | 1,508 | $310K |
| Meriwether Wealth & Planning, LLC | 0.17% | Add +1.6% | 1,500 | $309K |
| Thompson Davis & Co., Inc. | 0.20% | No change | 1,492 | $307K |
| Biltmore Family Office, LLC | 0.04% | No change | 1,492 | $307K |
| Brown Financial Advisory | 0.15% | No change | 1,487 | $306K |
| NCM Capital Management, LLC | 0.11% | No change | 1,487 | $306K |
| Vista Capital Partners, Inc. | 0.03% | Add +8.4% | 1,487 | $306K |
| First Nebraska Trust Co | 0.03% | No change | 1,483 | $305K |
| Polaris Investment Advisors, LLC | 0.22% | No change | 1,479 | $304K |
| Madson Wealth Advisors Inc | 0.25% | — | 1,477 | $304K |
| Westmount Partners, LLC | 0.07% | No change | 1,476 | $304K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -15.8% | 1,467 | $302K |
| Northstar Group, Inc. | 0.04% | Reduce -4.1% | 1,461 | $301K |
| Everhart Financial Group, Inc. | 0.03% | Add +10.0% | 1,461 | $301K |
| CDM Financial Counseling Services, Inc. | 0.29% | Add +1.4% | 1,456 | $300K |
| M&T Bank Corp | 0.00% | Reduce -21.0% | 1,443 | $297K |
| Sequent Planning LLC | 0.07% | New | 1,440 | $296K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +4.4% | 1,436 | $296K |
| Everett Harris & Co. | 0.00% | No change | 1,426 | $293K |
| Foguth Wealth Management, LLC. | 0.03% | Reduce -17.1% | 1,237 | $292K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 1,420 | $292K |
| City National Bank of Florida | 0.17% | No change | 1,397 | $288K |
| Prepared Retirement Institute LLC | 0.14% | Reduce -15.0% | 1,393 | $287K |
| Lantern Wealth Advisors, LLC | 0.15% | No change | 1,392 | $286K |
| Geometric Wealth Advisors | 0.04% | Add +2.0% | 1,385 | $285K |
| Intelligent Financial Strategies | 0.15% | Add +0.2% | 1,375 | $283K |
| Houlihan Financial Resource Group, Ltd. | 0.11% | No change | 1,370 | $282K |
| Welch Group, LLC | 0.01% | No change | 1,365 | $281K |
| TFO Wealth Partners, LLC | 0.04% | New | 1,359 | $280K |
| Berger Financial Group, Inc | 0.02% | Add +0.5% | 1,358 | $279K |
| Nwam LLC | 0.02% | New | 1,357 | $279K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +7.9% | 1,355 | $279K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 1,344 | $277K |
| Davis Investment Partners, LLC | 0.10% | No change | 1,334 | $275K |
| Haverford Trust Co | 0.00% | Add +17.4% | 1,328 | $273K |
| Howard Financial Services, LTD. | 0.03% | Reduce -28.6% | 1,327 | $273K |
| Colonial Trust Advisors | 0.02% | No change | 1,316 | $271K |
| Donalies Financial Planning, LLC | 0.23% | Add +0.1% | 1,312 | $270K |
| Midway Capital Research & Management | 0.25% | No change | 1,301 | $268K |
| World Equity Group, Inc. | 0.07% | Add +4.7% | 1,395 | $267K |
| Beacon Advisors Holdings, LLC | 0.14% | Add +0.4% | 1,296 | $267K |
| Passive Capital Management, LLC. | 0.08% | No change | 1,295 | $267K |
| NBT Bank, N.A. | 0.02% | Add +5.5% | 1,293 | $266K |
| Fiera Capital Corp | 0.00% | No change | 1,292 | $266K |
| Wealth Dimensions Group, Ltd. | 0.05% | Reduce -0.8% | 1,290 | $266K |
| Curi Capital, LLC | 0.00% | New | 1,287 | $265K |
| Medallion Wealth Advisors, LLC | 0.09% | Add +4.6% | 1,282 | $264K |
| Ellsworth Advisors, LLC | 0.05% | Add +0.3% | 1,280 | $263K |
| Summit Global Investments | 0.02% | Reduce -1.3% | 1,272 | $262K |
| Diversify Wealth Management, LLC | 0.00% | New | 1,179 | $262K |
| Beacon Financial Advisory LLC | 0.06% | Add +5.9% | 1,266 | $261K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +18.4% | 1,266 | $260K |
| D.B. Root & Company, LLC | 0.06% | New | 1,263 | $260K |
| Avior Wealth Management, LLC | 0.01% | Reduce -3.4% | 1,261 | $260K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 1,258 | $259K |
| Auour Investments LLC | 0.08% | No change | 1,256 | $258K |
| Keystone Financial Group | 0.02% | Reduce -45.3% | 1,125 | $254K |
| GC Wealth Management RIA, LLC | 0.01% | New | 1,234 | $254K |
| Chicago Partners Investment Group LLC | 0.01% | New | 1,109 | $251K |
| Total Clarity Wealth Management, Inc. | 0.06% | Reduce -2.8% | 1,209 | $249K |
| Shakespeare Wealth Management, LLC | 0.06% | Reduce -14.7% | 1,201 | $247K |
| SVRN Asset Management, LLC | 0.24% | No change | 1,200 | $247K |
| Basso Capital Management, L.P. | 0.15% | No change | 1,198 | $247K |
| Bucket List Wealth Management, LLC | 0.15% | Reduce -10.0% | 1,178 | $242K |
| Pinion Investment Advisors, LLC | 0.06% | Add +3.4% | 1,174 | $242K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.1% | 1,170 | $241K |
| First National Bank of Omaha | 0.01% | New | 1,170 | $241K |
| Farmers National Bank | 0.05% | No change | 1,167 | $240K |
| Moneco Advisors, LLC | 0.02% | New | 1,162 | $239K |
| Rwa Wealth Partners, LLC | 0.00% | New | 1,146 | $236K |
| Broadview Financial Management, LLC | 0.16% | Reduce -4.2% | 1,143 | $235K |
| Goodman Financial Corp | 0.04% | No change | 1,141 | $235K |
| XTX Topco Ltd | 0.00% | New | 1,139 | $234K |
| Vance Wealth, LLC | 0.07% | No change | 1,138 | $234K |
| Adirondack Capital Advisors, LLC | 0.15% | Add +0.3% | 1,133 | $233K |
| Alta Wealth Advisors LLC | 0.08% | Add +9.6% | 1,128 | $232K |
| ABLE Financial Group, LLC | 0.05% | No change | 1,124 | $231K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -1.2% | 1,121 | $231K |
| CoreCap Advisors, LLC | 0.01% | Add +18.9% | 1,099 | $226K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 1,097 | $226K |
| Creative Financial Designs Inc. | 0.01% | Add +1.8% | 1,091 | $225K |
| Red Door Wealth Management, LLC | 0.02% | Add +0.1% | 1,089 | $224K |
| Taylor Securities Services, Inc. | 0.10% | No change | 1,088 | $224K |
| Summit Wealth Partners, LLC | 0.04% | New | 1,084 | $223K |
| One Day In July LLC | 0.02% | Reduce -2.4% | 1,079 | $222K |
| Carnegie Investment Counsel | 0.00% | No change | 1,076 | $221K |
| Daviman Financial, LLC | 0.13% | No change | 1,075 | $221K |
| Inspirion Wealth Advisors, LLC | 0.03% | Reduce -18.6% | 1,075 | $221K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 1,072 | $221K |
| Realta Investment Advisors | 0.08% | No change | 1,062 | $219K |
| Baker Boyer National Bank | 0.07% | No change | 1,062 | $219K |
| Bath Savings Trust Co | 0.02% | Add +2.2% | 1,062 | $219K |
| ORBA Wealth Advisors, L.L.C. | 0.26% | No change | 1,061 | $218K |
| Bragg Financial Advisors, Inc | 0.01% | New | 1,050 | $216K |
| Brio Consultants, LLC | 0.03% | New | 941 | $216K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -0.9% | 1,043 | $215K |
| PGIM Custom Harvest LLC | 0.00% | Add +2.1% | 1,036 | $213K |
| SVB Wealth LLC | 0.01% | Reduce -27.9% | 1,033 | $213K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 1,030 | $212K |
| Seamount Financial Group Inc. | 0.10% | Add +0.3% | 1,026 | $211K |
| Kingsman Wealth Management, Inc. | 0.12% | Add +0.3% | 1,021 | $210K |
| Fearless Solutions, LLC dba Best Invest | 0.13% | Reduce -2.4% | 1,015 | $209K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -1.8% | 1,002 | $206K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 1,002 | $206K |
| Smith, Moore & Co. | 0.01% | Reduce -3.0% | 1,002 | $206K |
| AF Advisors, Inc. | 0.11% | No change | 1,000 | $206K |
| Bawa N Mallick Trust | 0.08% | No change | 1,000 | $206K |
| S.A. Mason LLC | 0.08% | Add +11.1% | 1,000 | $206K |
| Sterling Investment Advisors, Ltd. | 0.04% | No change | 1,000 | $206K |
| Beacon Financial Group | 0.02% | No change | 1,000 | $206K |
| Retirement Planning Group, LLC / NY | 0.13% | Add +0.3% | 998 | $205K |
| Global Assets Advisory, LLC | 0.06% | Reduce -68.9% | 470 | $205K |
| Bank of Hawaii | 0.01% | No change | 997 | $205K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 995 | $205K |
| Eq LLC | 0.06% | No change | 993 | $204K |
| Union Savings Bank | 0.09% | No change | 989 | $204K |
| Bridgewater Advisors Inc. | 0.01% | New | 887 | $202K |
| Invesco Ltd. | 0.00% | Reduce -25.9% | 980 | $202K |
| Benjamin Edwards Inc. | 0.00% | Reduce -1.1% | 975 | $201K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | New | 974 | $201K |
| Franklin Resources Inc. | 0.00% | Reduce -9.5% | 973 | $200K |
| Krilogy Financial LLC | 0.01% | New | 903 | $200K |
| Innovative Asset Advisors Group, LLC | 0.11% | — | 963 | $198K |
| Asset Dedication, LLC | 0.01% | Add +1.7% | 959 | $197K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 943 | $194K |
| Hughes Financial Services, LLC | 0.03% | Reduce -0.8% | 935 | $192K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -15.2% | 924 | $190K |
| Birchbrook, Inc. | 0.09% | No change | 900 | $185K |
| CVA Family Office, LLC | 0.02% | Add +10.5% | 854 | $176K |
| SBI Securities Co., Ltd. | 0.00% | Add +5.3% | 777 | $160K |
| Financial Perspectives, Inc | 0.04% | Add +33.0% | 761 | $157K |
| Peoples Financial Services Corp. | 0.07% | No change | 698 | $144K |
| SHP Wealth Management | 0.01% | Reduce -2.3% | 677 | $139K |
| Glassman Wealth Services | 0.02% | No change | 675 | $139K |
| Portfolio Resources Advisor Group, Inc. | 0.14% | No change | 674 | $139K |
| AlphaCore Capital LLC | 0.00% | Reduce -27.4% | 667 | $137K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 638 | $131K |
| Acropolis Investment Management, LLC | 0.01% | New | 596 | $123K |
| Osbon Capital Management LLC | 0.10% | Add +107.5% | 581 | $120K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +1015.4% | 580 | $119K |
| Princeton Global Asset Management LLC | 0.02% | No change | 559 | $115K |
| Entrust Financial LLC | 0.08% | Add +0.2% | 551 | $113K |
| Fairman Group, LLC | 0.10% | No change | 546 | $112K |
| SYM FINANCIAL Corp | 0.01% | No change | 527 | $108K |
| Morton Brown Family Wealth, LLC | 0.03% | No change | 500 | $103K |
| Evolution Advisers, Inc. | 0.04% | No change | 498 | $102K |
| Ascentis Wealth Management, LLC | 0.02% | No change | 494 | $102K |
| Arcadia Investment Management Corp. | 0.02% | No change | 462 | $95K |
| Godfrey Financial Associates, Inc. | 0.08% | Reduce -8.1% | 454 | $93K |
| LRI Investments, LLC | 0.01% | No change | 437 | $90K |
| JNBA Financial Advisors | 0.01% | No change | 431 | $89K |
| McIlrath & Eck, LLC | 0.01% | No change | 420 | $86K |
| Addison Advisors LLC | 0.02% | No change | 413 | $85K |
| DecisionPoint Financial, LLC | 0.02% | Add +0.3% | 408 | $84K |
| Arlington Trust Co LLC | 0.01% | No change | 400 | $82K |
| New Republic Capital, LLC | 0.03% | No change | 398 | $82K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 394 | $81K |
| Resources Management Corp. /CT/ | 0.01% | No change | 374 | $77K |
| Abound Wealth Management | 0.02% | No change | 374 | $77K |
| MeadowBrook Investment Advisors LLC | 0.07% | No change | 365 | $75K |
| United Financial Planning Group LLC | 0.04% | No change | 353 | $73K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 352 | $72K |
| MidFirst Bank | 0.01% | No change | 345 | $71K |
| Wellington-Altus USA Inc. | 0.04% | No change | 281 | $69K |
| GAMMA Investing LLC | 0.00% | No change | 332 | $68K |
| Old Second National Bank of Aurora | 0.01% | No change | 325 | $67K |
| Barrett & Company, Inc. | 0.02% | No change | 320 | $66K |
| Tsfg, LLC | 0.01% | Reduce -3.4% | 316 | $65K |
| McMillan Office, Inc. | 0.01% | No change | 301 | $62K |
| National Bank of Canada | 0.00% | Reduce -99.6% | 300 | $62K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 300 | $62K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 297 | $61K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 296 | $61K |
| Bravera Wealth | 0.03% | Reduce -0.7% | 294 | $61K |
| Dunhill Financial, LLC | 0.01% | No change | 292 | $60K |
| Burk Holdings LLC | 0.02% | New | 276 | $57K |
| American National Bank & Trust | 0.01% | No change | 276 | $57K |
| First PREMIER Bank | 0.01% | No change | 270 | $56K |
| Key Financial Inc | 0.01% | Add +2.6% | 272 | $56K |
| PFS Partners, LLC | 0.03% | Add +0.4% | 268 | $55K |
| Piscataqua Savings Bank | 0.04% | No change | 265 | $55K |
| Rossmore Private Capital | 0.00% | No change | 264 | $54K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 263 | $54K |
| Oakworth Capital, Inc. | 0.00% | No change | 263 | $54K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 251 | $52K |
| Albion Financial Group | 0.00% | No change | 250 | $51K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 245 | $50K |
| Glass Jacobson Investment Advisors llc | 0.02% | New | 227 | $47K |
| Gladwyn Financial Advisors, Inc. | 0.03% | Reduce -33.2% | 223 | $46K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 222 | $46K |
| Bangor Savings Bank | 0.00% | Add +27.6% | 222 | $46K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 216 | $44K |
| Kilter Group LLC | 0.02% | No change | 215 | $44K |
| Triumph Capital Management | 0.01% | Add +16.3% | 214 | $44K |
| Caitlin John, LLC | 0.03% | No change | 204 | $42K |
| Matrix Private Capital Group LLC | 0.02% | No change | 200 | $41K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 200 | $41K |
| Tradewinds Capital Management, LLC | 0.01% | New | 199 | $41K |
| Sound Income Strategies, LLC | 0.00% | Add +3.7% | 195 | $40K |
| MilWealth Group LLC | 0.01% | No change | 194 | $40K |
| West Branch Capital LLC | 0.01% | No change | 193 | $40K |
| City Holding Co. | 0.01% | No change | 193 | $40K |
| Signature Equity Partners, LLC | 0.02% | Reduce -1.0% | 190 | $39K |
| REAP Financial Group, LLC | 0.01% | No change | 187 | $39K |
| Silver Grove Financial Group, Inc. | 0.03% | New | 173 | $36K |
| Westend Capital Management, LLC | 0.01% | New | 173 | $36K |
| Motco | 0.00% | No change | 166 | $34K |
| Salem Investment Counselors Inc. | 0.00% | New | 166 | $34K |
| DT Investment Partners, LLC | 0.00% | No change | 153 | $31K |
| Advisortrust Partners, LLC | 0.01% | New | 151 | $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 | $30K |
| Copia Wealth Management | 0.02% | No change | 146 | $30K |
| City State Bank | 0.01% | No change | 146 | $30K |
| Mosley Wealth Management | 0.01% | New | 140 | $29K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 142 | $29K |
| Angeles Wealth Management, LLC | 0.00% | No change | 142 | $29K |
| Advanced Asset Management Advisors Inc | 0.01% | No change | 141 | $29K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 139 | $29K |
| Walsh & Associates, LLC | 0.03% | No change | 137 | $28K |
| Clark Wealth Partners | 0.02% | Add +3.9% | 132 | $27K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.8% | 127 | $26K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 124 | $26K |
| Center for Financial Planning, Inc. | 0.00% | No change | 122 | $25K |
| Quent Capital, LLC | 0.00% | No change | 117 | $24K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -33.3% | 116 | $24K |
| Meramec Financial Planners, LLC | 0.01% | Add +1.0% | 105 | $24K |
| Ameriflex Group, Inc. | 0.01% | No change | 114 | $23K |
| Wagner Wealth Management, LLC | 0.00% | Add +0.9% | 113 | $23K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 107 | $22K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 106 | $22K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -32.7% | 101 | $21K |
| TD Waterhouse Canada Inc. | 0.00% | New | 100 | $21K |
| Wallace Hart LLC | 0.03% | No change | 100 | $21K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 98 | $20K |
| WealthShield Partners, LLC | 0.00% | No change | 98 | $20K |
| Raffa Wealth Management, LLC | 0.00% | No change | 95 | $19K |
| Register Financial Advisors LLC | 0.01% | New | 85 | $17K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 85 | $17K |
| Orion Capital Management LLC | 0.01% | No change | 82 | $17K |
| Longview Financial Advisors, Inc. | 0.01% | New | 79 | $16K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 76 | $16K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 76 | $16K |
| Truvestments Capital LLC | 0.00% | No change | 74 | $15K |
| Manchester Capital Management LLC | 0.00% | Reduce -93.7% | 73 | $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% | No change | 64 | $13K |
| Financial Connections Group, Inc. | 0.00% | No change | 60 | $12K |
| Cornerstone Financial Management LLC | 0.01% | No change | 53 | $11K |
| IAG Wealth Partners, LLC | 0.00% | No change | 50 | $10K |
| Transce3nd, LLC | 0.09% | No change | 49 | $10K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -10.9% | 49 | $10K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 48 | $10K |
| Avion Wealth | 0.00% | Reduce -77.8% | 50 | $10K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 49 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 45 | $9K |
| Beacon Financial Strategies CORP | 0.01% | No change | 44 | $9K |
| Three Bearings Fiduciary Advisors, Inc. | 0.01% | No change | 38 | $8K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 36 | $7K |
| SJS Investment Consulting Inc. | 0.00% | Add +75.0% | 35 | $7K |
| HM Payson & Co. | 0.00% | No change | 35 | $7K |
| Fiduciary Advisors, Inc. | 0.00% | No change | 32 | $7K |
| Advocate Investing Services LLC | 0.00% | No change | 27 | $6K |
| Minot DeBlois Advisors LLC | 0.00% | No change | 20 | $4K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 20 | $4K |
| 2UniFi Bank | 0.00% | No change | 19 | $4K |
| Dogwood Wealth Management LLC | 0.00% | No change | 19 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 18 | $4K |
| Evolution Wealth Management Inc. | 0.00% | No change | 18 | $4K |
| Richardson Capital Management LLC | 0.00% | No change | 17 | $3K |
| Cheviot Value Management, LLC | 0.00% | No change | 17 | $3K |
| NorthAvenue LLC | 0.00% | No change | 16 | $3K |
| LM Advisors LLC | 0.02% | Add +20.0% | 600 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 12 | $2K |
| Curio Wealth, LLC | 0.00% | New | 11 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 11 | $2K |
| Smallwood Wealth Investment Management, LLC | 0.00% | Reduce -9.1% | 10 | $2K |
| Wiser Advisor Group LLC | 0.00% | Reduce -55.6% | 8 | $2K |
| Burkett Financial Services, LLC | 0.00% | No change | 8 | $2K |
| Johnson Financial Group, Inc. | 0.00% | No change | 8 | $2K |
| Highline Wealth Partners LLC | 0.00% | No change | 7 | $2K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -95.0% | 7 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | New | 7 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 6 | $1K |
| KERR FINANCIAL PLANNING Corp | 0.00% | Add +200.0% | 18 | $1K |
| West Paces Advisors Inc. | 0.00% | No change | 5 | $1K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 5 | $1K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 4 | $823 |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 4 | $823 |
| Kozak & Associates, Inc. | 0.00% | No change | 3 | $654 |
| My Portfolio Guide, LLC | 0.00% | — | 1 | $256 |
| Elevated Capital Advisors, LLC | 0.00% | New | 1 | $206 |
"% of holder's portfolio" is VXF's weight in each manager's 13F, not the share of Vanguard Extended Market ETF the manager owns.