Vanguard Russell 2000 Value Index Fund(VTWV)

$200.77—

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Vanguard Russell 2000 Value Index Fund(VTWV)

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$200.77—

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VTWV(VTWV)

VTWV

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Institutional Ownership

Top 244 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	418.87K	Jun 30, 26	-6.86K	6.04%
MORGAN STANLEY	287.80K	Jun 30, 26	+89.71K	4.15%
Pathstone Holdings, LLC	204.47K	Jun 30, 26	-6.75K	2.95%
COMMERCE BANK	120.26K	Jun 30, 26	-3.50K	1.74%
LPL Financial LLC	117.90K	Jun 30, 26	+795	1.70%
QUEST INVESTMENT MANAGEMENT LLC	97.64K	Jun 30, 26	--	1.41%
WELLS FARGO & COMPANY/MN	95.40K	Jun 30, 26	+5.66K	1.38%
Savant Capital, LLC	91.79K	Jun 30, 26	+45.89K	1.32%
Rockefeller Capital Management L.P.	86.30K	Jun 30, 26	-4.56K	1.25%
Bragg Financial Advisors, Inc	82.25K	Jun 30, 26	-1.46K	1.19%
AMERIPRISE FINANCIAL INC	68.52K	Jun 30, 26	-7.01K	0.99%
FIRST AMERICAN TRUST, FSB	67.14K	Jun 30, 26	+12.09K	0.97%
ADVISOR GROUP HOLDINGS, INC.	59.43K	Jun 30, 26	-1.31K	0.86%
WestHill Financial Advisors, Inc.	57.96K	Jun 30, 26	-276	0.84%
AMG National Trust Bank	55.78K	Jun 30, 26	+7.03K	0.80%
Financial Advisory Corp	50.16K	Jun 30, 26	-122	0.72%
RAYMOND JAMES FINANCIAL INC	46.66K	Jun 30, 26	-1.16K	0.67%
Institute for Wealth Management, LLC.	42.84K	Jun 30, 26	-528	0.62%
UBS Group AG	41.84K	Jun 30, 26	+3.30K	0.60%
Adviser Investments LLC	37.91K	Jun 30, 26	+421	0.55%
JPMORGAN CHASE & CO	33.85K	Jun 30, 26	+2.60K	0.49%
Cetera Investment Advisers	32.27K	Jun 30, 26	-1.34K	0.47%
TRUIST FINANCIAL CORP	28.88K	Jun 30, 26	-67	0.42%
FRANKLIN RESOURCES INC	26.23K	Jun 30, 26	--	0.38%
BERKSHIRE ASSET MANAGEMENT LLC/PA	26.20K	Jun 30, 26	+2.03K	0.38%
SILVERCREST ASSET MANAGEMENT GROUP LLC	25.80K	Jun 30, 26	-1.30K	0.37%
ROYAL BANK OF CANADA	25.54K	Jun 30, 26	+13.86K	0.37%
Virtue Capital Management, LLC	25.10K	Jun 30, 26	-5.08K	0.36%
Zhang Financial LLC	21.92K	Jun 30, 26	+19.90K	0.32%
GOLDMAN SACHS GROUP INC	20.88K	Jun 30, 26	+142	0.30%
ENVESTNET ASSET MANAGEMENT INC	19.79K	Jun 30, 26	+953	0.29%
BlackRock, Inc.	18.52K	Jun 30, 26	-4.83K	0.27%
Kestra Advisory Services, LLC	18.24K	Jun 30, 26	-17.58K	0.26%
CIBC WORLD MARKET INC.	17.35K	Jun 30, 26	--	0.25%
HighTower Advisors, LLC	16.98K	Jun 30, 26	-1.28K	0.25%
BARTLETT & CO. WEALTH MANAGEMENT LLC	16.83K	Jun 30, 26	--	0.24%
Rodgers & Associates, LTD	15.36K	Jun 30, 26	-134	0.22%
Phoenix Wealth Advisors	15.22K	Jun 30, 26	+677	0.22%
Allegheny Financial Group LTD	15.13K	Jun 30, 26	-797	0.22%
TWO SIGMA INVESTMENTS, LP	14.80K	Jun 30, 26	-9.80K	0.21%
LBJ Family Wealth Advisors, Ltd.	14.36K	Jun 30, 26	-87	0.21%
CAPTRUST FINANCIAL ADVISORS	14.21K	Jun 30, 26	+263	0.21%
NYL Investors LLC	14.21K	Jun 30, 26	--	0.20%
Wealth Dimensions Group, Ltd.	14.04K	Jun 30, 26	-47	0.20%
D.A. DAVIDSON & CO.	13.97K	Jun 30, 26	--	0.20%
Clearstead Advisors, LLC	13.11K	Jun 30, 26	+2	0.19%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	12.34K	Jun 30, 26	+2.19K	0.18%
COMMONWEALTH EQUITY SERVICES, LLC	11.90K	Jun 30, 26	-609	0.17%
Sowell Financial Services LLC	11.67K	Jun 30, 26	+11.67K	0.17%
OPPENHEIMER & CO INC	11.56K	Jun 30, 26	+559	0.17%
Gibraltar Capital Management, Inc.	11.25K	Jun 30, 26	--	0.16%
Gotham Asset Management, LLC	10.55K	Jun 30, 26	--	0.15%
Summit Financial, LLC	9.38K	Jun 30, 26	-492	0.14%
FIFTH THIRD SECURITIES, INC.	9.15K	Jun 30, 26	-2.03K	0.13%
Baird Financial Group, Inc.	8.93K	Jun 30, 26	--	0.13%
Cambridge Investment Research Advisors, Inc.	8.86K	Jun 30, 26	+147	0.13%
STIFEL FINANCIAL CORP	8.85K	Jun 30, 26	-64	0.13%
FourThought Financial Partners, LLC	8.39K	Jun 30, 26	-56	0.12%
Roundview Capital LLC	8.38K	Jun 30, 26	--	0.12%
NICOLET BANKSHARES INC	7.89K	Jun 30, 26	-381	0.11%
TOBIAS FINANCIAL ADVISORS, INC.	7.49K	Jun 30, 26	--	0.11%
GREAT VALLEY ADVISOR GROUP, INC.	7.44K	Jun 30, 26	+122	0.11%
Jordan Park Group LLC	6.79K	Jun 30, 26	-1.23K	0.10%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.65K	Jun 30, 26	+111	0.10%
Financial Engines Advisors L.L.C.	6.38K	Jun 30, 26	-795	0.09%
Morangie Management LLC	5.93K	Jun 30, 26	--	0.09%
Wrenne Financial Planning LLC	5.54K	Jun 30, 26	-448	0.08%
McLean Asset Management Corp	5.46K	Jun 30, 26	-3	0.08%
Mariner, LLC	5.32K	Jun 30, 26	+375	0.08%
Sigma Planning Corp	5.32K	Jun 30, 26	-1.06K	0.08%
Brooklyn FI, LLC	5.28K	Jun 30, 26	--	0.08%
Private Advisor Group, LLC	4.52K	Jun 30, 26	-91.11K	0.07%
Lido Advisors, LLC	4.45K	Jun 30, 26	-444	0.06%
Michels Family Financial, LLC	4.30K	Jun 30, 26	-31	0.06%
BANK OF MONTREAL /CAN/	4.24K	Jun 30, 26	--	0.06%
IVC Wealth Advisors LLC	4.19K	Jun 30, 26	-135	0.06%
MONETA GROUP INVESTMENT ADVISORS LLC	4.10K	Jun 30, 26	+7	0.06%
Miracle Mile Advisors, LLC	4.09K	Jun 30, 26	+14	0.06%
NewEdge Advisors, LLC	4.05K	Jun 30, 26	-18	0.06%
1900 WEALTH MANAGEMENT LLC	3.71K	Jun 30, 26	-255	0.05%
JONES FINANCIAL COMPANIES LLLP	3.42K	Jun 30, 26	-254	0.05%
Janney Montgomery Scott LLC	3.41K	Jun 30, 26	+57	0.05%
MML INVESTORS SERVICES, LLC	3.21K	Jun 30, 26	+555	0.05%
AdvisorNet Financial, Inc	3.17K	Jun 30, 26	-45	0.05%
Tennessee Valley Asset Management Partners	3.10K	Jun 30, 26	--	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	3.00K	Jun 30, 26	--	0.04%
Neuberger Berman Group LLC	2.86K	Jun 30, 26	--	0.04%
Sound Financial Strategies Group, LLC	2.80K	Jun 30, 26	+57	0.04%
Stordahl Capital Management, Inc.	2.77K	Jun 30, 26	-45	0.04%
Investor's Fiduciary Advisor Network, LLC	2.74K	Jun 30, 26	+92	0.04%
FIRST NATIONAL BANK OF OMAHA	2.74K	Jun 30, 26	--	0.04%
MOSAIC FINANCIAL GROUP, LLC	2.67K	Jun 30, 26	+10	0.04%
FAS Wealth Partners, Inc.	2.67K	Jun 30, 26	+10	0.04%
LOM Asset Management Ltd	2.60K	Jun 30, 26	+1.24K	0.04%
RMB Capital Management, LLC	2.53K	Jun 30, 26	--	0.04%
Note Advisors, LLC	2.53K	Jun 30, 26	+37	0.04%
Wealthcare Advisory Partners LLC	2.51K	Jun 30, 26	+146	0.04%
Cornerstone Wealth Management, LLC	2.29K	Jun 30, 26	+235	0.03%
Plancorp, LLC	2.23K	Jun 30, 26	-277	0.03%
AQR CAPITAL MANAGEMENT LLC	2.23K	Jun 30, 26	+389	0.03%
UBS ASSET MANAGEMENT AMERICAS INC	2.09K	Jun 30, 26	--	0.03%
Vawter Financial, Ltd.	2.06K	Jun 30, 26	--	0.03%
TRUE Private Wealth Advisors	2.06K	Jun 30, 26	+1	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.05K	Jun 30, 26	-589	0.03%
Waverly Advisors, LLC	2.05K	Jun 30, 26	+1	0.03%
ORG Wealth Partners, LLC	2.02K	Jun 30, 26	+391	0.03%
Evergreen Wealth Solutions, LLC	2.02K	Jun 30, 26	+2.02K	0.03%
Capital Square, LLC	1.97K	Jun 30, 26	+272	0.03%
Rialto Wealth Management, LLC	1.96K	Jun 30, 26	-158	0.03%
Sterling Capital Management LLC	1.95K	Jun 30, 26	+17	0.03%
CI Private Wealth, LLC	1.93K	Jun 30, 26	-70	0.03%
Buckingham Strategic Partners	1.90K	Jun 30, 26	--	0.03%
Atomi Financial Group, Inc.	1.87K	Jun 30, 26	--	0.03%
NORTHWEST WEALTH MANAGEMENT, LLC	1.87K	Jun 30, 26	--	0.03%
Bridgewater Advisors Inc.	1.85K	Jun 30, 26	--	0.03%
First Western Trust Bank	1.74K	Jun 30, 26	--	0.03%
Bank of New York Mellon Corp	1.73K	Jun 30, 26	+2	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	1.70K	Jun 30, 26	-60	0.02%
Indiana Trust & Investment Management CO	1.67K	Jun 30, 26	--	0.02%
Quantinno Capital Management LP	1.63K	Jun 30, 26	-7	0.02%
Eqis Capital Management, Inc.	1.60K	Jun 30, 26	-816	0.02%
SYON CAPITAL LLC	1.59K	Jun 30, 26	+1.59K	0.02%
Portland Global Advisors LLC	1.50K	Jun 30, 26	--	0.02%
CULLINAN ASSOCIATES INC	1.48K	Jun 30, 26	+216	0.02%
Atria Investments, Inc	1.43K	Jun 30, 26	+1.43K	0.02%
Integrated Wealth Concepts LLC	1.39K	Jun 30, 26	+70	0.02%
Vestmark Advisory Solutions, Inc.	1.36K	Jun 30, 26	--	0.02%
Mount Yale Investment Advisors, LLC	1.36K	Jun 30, 26	--	0.02%
GUIDANCE CAPITAL, INC	1.35K	Jun 30, 26	+149	0.02%
Colony Group, LLC	1.33K	Jun 30, 26	-119	0.02%
FMR LLC	1.33K	Jun 30, 26	+101	0.02%
FIFTH THIRD BANCORP	1.31K	Jun 30, 26	-139	0.02%
FIRST MANHATTAN CO. LLC.	1.27K	Jun 30, 26	--	0.02%
AA Financial Advisors, LLC	1.24K	Jun 30, 26	--	0.02%
VANCE WEALTH, INC.	1.23K	Jun 30, 26	-221	0.02%
GUARDIAN WEALTH ADVISORS, LLC / NC	1.13K	Jun 30, 26	-24	0.02%
Aptus Capital Advisors, LLC	1.13K	Jun 30, 26	-24	0.02%
Merit Financial Group, LLC	1.11K	Jun 30, 26	+1.11K	0.02%
Archer Investment Corp	1.07K	Jun 30, 26	--	0.02%
CHOREO, LLC	1.03K	Jun 30, 26	+1.03K	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	888	Jun 30, 26	--	0.01%
Tower Research Capital LLC (TRC)	875	Jun 30, 26	+619	0.01%
Farther Finance Advisors, LLC	808	Jun 30, 26	+1	0.01%
Disciplina Capital Management LLC	802	Jun 30, 26	-58	0.01%
MERCER GLOBAL ADVISORS INC /ADV	800	Jun 30, 26	+800	0.01%
Gleason Group, Inc.	772	Jun 30, 26	+3	0.01%
Allworth Financial LP	765	Jun 30, 26	-64	0.01%
EP Wealth Advisors, LLC	757	Jun 30, 26	+757	0.01%
HARBOUR INVESTMENTS, INC.	609	Jun 30, 26	--	0.01%
OXFORD FINANCIAL GROUP LTD	541	Jun 30, 26	+541	0.01%
NATIONAL BANK OF CANADA /FI/	435	Jun 30, 26	-30	0.01%
SYM FINANCIAL Corp	421	Jun 30, 26	--	0.01%
Global Retirement Partners, LLC	383	Jun 30, 26	+383	0.01%
BLAIR WILLIAM & CO/IL	224	Jun 30, 26	+224	0.00%
Plante Moran Financial Advisors, LLC	208	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	191	Jun 30, 26	--	0.00%
Ameritas Advisory Services, LLC	186	Jun 30, 26	+186	0.00%
Centennial Bank/AR/	184	Jun 30, 26	-75	0.00%
CoreCap Advisors, LLC	159	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	140	Jun 30, 26	--	0.00%
Bear Mountain Capital, Inc.	126	Jun 30, 26	--	0.00%
AlphaCore Capital LLC	111	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	110	Jun 30, 26	+80	0.00%
EASTERN BANK	96	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	95	Jun 30, 26	-60	0.00%
Triumph Capital Management	86	Jun 30, 26	--	0.00%
Comprehensive Financial Planning, Inc./PA	80	Jun 30, 26	--	0.00%
Fairscale Capital, LLC	50	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	50	Jun 30, 26	+10	0.00%
Davis Capital Management	48	Jun 30, 26	+48	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	42	Jun 30, 26	--	0.00%
Ancora Advisors, LLC	40	Jun 30, 26	--	0.00%
UMB Bank, n.a.	39	Jun 30, 26	+39	0.00%
NBC SECURITIES, INC.	35	Jun 30, 26	--	0.00%
IFP Advisors, Inc	34	Jun 30, 26	+34	0.00%
SBI Securities Co., Ltd.	33	Jun 30, 26	--	0.00%
Aberdeen Wealth Management LLC	20	Jun 30, 26	+20	0.00%
Harbor Asset Planning, Inc.	16	Jun 30, 26	+16	0.00%
Eukles Asset Management	15	Jun 30, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	15	Jun 30, 26	+15	0.00%
AE Wealth Management LLC	13	Jun 30, 26	-25	0.00%
Vanguard National Trust Co	12	Jun 30, 26	--	0.00%
Topsail Wealth Management, LLC	5	Jun 30, 26	--	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	1	Jun 30, 26	--	0.00%
MAI Capital Management	--	Jun 30, 26	-100	--
Root Financial Partners, LLC	--	Jun 30, 26	-1	--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	--	Jun 30, 26	-51	--
Western Wealth Management, LLC	--	Jun 30, 26	-55	--
CoreFirst Bank & Trust	--	Jun 30, 26	-99	--
Qube Research & Technologies Ltd	--	Jun 30, 26	-17	--
IEQ CAPITAL, LLC	--	Jun 30, 26	-1.43K	--
SRS Capital Advisors, Inc.	--	Jun 30, 26	-600	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-2.69K	--
HRT FINANCIAL LP	--	Jun 30, 26	-2.60K	--
Golden State Equity Partners	--	Jun 30, 26	-3.38K	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-49	--
BANK OF AMERICA CORP /DE/	425.73K	Mar 31, 26	+36.17K	6.14%
Equitable Holdings, Inc.	71.75K	Mar 31, 26	+49.64K	1.04%
TWO SIGMA INVESTMENTS, LP	24.60K	Mar 31, 26	+24.60K	0.35%
Parkside Financial Bank & Trust	12.77K	Mar 31, 26	+41	0.18%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	10.15K	Mar 31, 26	+10.15K	0.15%
Beacon Pointe Advisors, LLC	1.86K	Mar 31, 26	-86	0.03%
BROWN, LISLE/CUMMINGS, INC.	950	Mar 31, 26	--	0.01%
CWM, LLC	822	Mar 31, 26	--	0.01%
McIlrath & Eck, LLC	85	Mar 31, 26	--	0.00%
MidWestOne Financial Group, Inc.	8.48K	Dec 31, 25	+261	0.12%
COMERICA BANK	1.46K	Dec 31, 25	-31	0.02%
EWG Elevate Inc.	25.62K	Sep 30, 25	+25.62K	0.37%
COUNTRY CLUB BANK /GFN	2.74K	Sep 30, 25	--	0.04%
FSA Wealth Management LLC	202	Sep 30, 25	+1	0.00%
Congress Wealth Management LLC / DE /	54.26K	Jun 30, 25	+107	0.78%
Atria Wealth Solutions, Inc.	2.30K	Jun 30, 25	+393	0.03%
Iron Horse Wealth Management, LLC	145	Jun 30, 25	+145	0.00%
CAROLINAS WEALTH CONSULTING LLC	20.01K	Mar 31, 25	-731	0.29%
BluePointe Capital Management, LLC	3.63K	Mar 31, 25	--	0.05%
Centered Wealth LLC dba Miller Equity Capital Advisors	--	Mar 31, 25	-11.25K	--
Kiely Wealth Advisory Group, Inc.	2.71K	Dec 31, 24	+4	0.04%
RAYMOND JAMES & ASSOCIATES	15.78K	Sep 30, 24	+88	0.23%
Raymond James Financial Services Advisors, Inc.	4.23K	Sep 30, 24	+37	0.06%
Crestone Asset Management LLC	149.81K	Mar 31, 24	+23.86K	2.16%
Cetera Advisor Networks LLC	21.94K	Mar 31, 24	+2.59K	0.32%
Cetera Advisors LLC	2.18K	Mar 31, 24	+2.18K	0.03%
Bartlett & Co. LLC	22.20K	Dec 31, 23	--	0.32%
Baystate Wealth Management LLC	558	Dec 31, 23	+4	0.01%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	24.49K	Sep 30, 23	+114	0.35%
Relaxing Retirement Coach	18.68K	Jun 30, 23	-287	0.27%
Ahrens Investment Partners LLC	24	Mar 31, 23	+24	0.00%
Sargent Bickham Lagudis LLC	15.68K	Dec 31, 22	+272	0.23%
Round Table Services, LLC	16.36K	Sep 30, 22	+16.36K	0.24%
FourThought Financial, LLC	4.28K	Sep 30, 22	+465	0.06%
CPWM, LLC	2.67K	Sep 30, 22	-5.15K	0.04%
American Portfolios Advisors	34	Sep 30, 22	--	0.00%
NEXT Financial Group, Inc	4.10K	Dec 31, 21	+3.20K	0.06%
REILLY FINANCIAL ADVISORS, LLC	50	Dec 31, 21	--	0.00%
Sonora Investment Management, LLC	100	Sep 30, 21	+100	0.00%
Advisor Group, Inc.	3.07K	Dec 31, 19	--	0.04%
LADENBURG THALMANN FINANCIAL SERVICES INC.	116	Dec 31, 19	+1	0.00%
SUNTRUST BANKS INC	3.97K	Sep 30, 19	+152	0.06%
Guidant Wealth Advisors	428	Sep 30, 19	-99	0.01%
Edge Advisors, LLC	931	Jun 30, 18	--	0.01%
Commonwealth Equity Services, Inc	17.93K	Jun 30, 17	-188	0.26%
Virtu KCG Holdings LLC	--	Jun 30, 17	-6.07K	--
MSI Financial Services Inc	67	Dec 31, 16	+1	0.00%
UBS AG	1.63K	Sep 30, 14	-997	0.02%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

418.87K

Jun 30, 26

-6.86K

6.04%

MORGAN STANLEY

287.80K

Jun 30, 26

+89.71K

4.15%

Pathstone Holdings, LLC

204.47K

Jun 30, 26

-6.75K

2.95%

COMMERCE BANK

120.26K

Jun 30, 26

-3.50K

1.74%

LPL Financial LLC

117.90K

Jun 30, 26

+795

1.70%

QUEST INVESTMENT MANAGEMENT LLC

97.64K

Jun 30, 26

1.41%

WELLS FARGO & COMPANY/MN

95.40K

Jun 30, 26

+5.66K

1.38%

Savant Capital, LLC

91.79K

Jun 30, 26

+45.89K

1.32%

Rockefeller Capital Management L.P.

86.30K

Jun 30, 26

-4.56K

1.25%

Bragg Financial Advisors, Inc

82.25K

Jun 30, 26

-1.46K

1.19%

AMERIPRISE FINANCIAL INC

68.52K

Jun 30, 26

-7.01K

0.99%

FIRST AMERICAN TRUST, FSB

67.14K

Jun 30, 26

+12.09K

0.97%

ADVISOR GROUP HOLDINGS, INC.

59.43K

Jun 30, 26

-1.31K

0.86%

WestHill Financial Advisors, Inc.

57.96K

Jun 30, 26

-276

0.84%

AMG National Trust Bank

55.78K

Jun 30, 26

+7.03K

0.80%

Financial Advisory Corp

50.16K

Jun 30, 26

-122

0.72%

RAYMOND JAMES FINANCIAL INC

46.66K

Jun 30, 26

-1.16K

0.67%

Institute for Wealth Management, LLC.

42.84K

Jun 30, 26

-528

0.62%

UBS Group AG

41.84K

Jun 30, 26

+3.30K

0.60%

Adviser Investments LLC

37.91K

Jun 30, 26

+421

0.55%

JPMORGAN CHASE & CO

33.85K

Jun 30, 26

+2.60K

0.49%

Cetera Investment Advisers

32.27K

Jun 30, 26

-1.34K

0.47%

TRUIST FINANCIAL CORP

28.88K

Jun 30, 26

-67

0.42%

FRANKLIN RESOURCES INC

26.23K

Jun 30, 26

0.38%

BERKSHIRE ASSET MANAGEMENT LLC/PA

26.20K

Jun 30, 26

+2.03K

0.38%

SILVERCREST ASSET MANAGEMENT GROUP LLC

25.80K

Jun 30, 26

-1.30K

0.37%

ROYAL BANK OF CANADA

25.54K

Jun 30, 26

+13.86K

0.37%

Virtue Capital Management, LLC

25.10K

Jun 30, 26

-5.08K

0.36%

Zhang Financial LLC

21.92K

Jun 30, 26

+19.90K

0.32%

GOLDMAN SACHS GROUP INC

20.88K

Jun 30, 26

+142

0.30%

ENVESTNET ASSET MANAGEMENT INC

19.79K

Jun 30, 26

+953

0.29%

BlackRock, Inc.

18.52K

Jun 30, 26

-4.83K

0.27%

Kestra Advisory Services, LLC

18.24K

Jun 30, 26

-17.58K

0.26%

CIBC WORLD MARKET INC.

17.35K

Jun 30, 26

0.25%

HighTower Advisors, LLC

16.98K

Jun 30, 26

-1.28K

0.25%

BARTLETT & CO. WEALTH MANAGEMENT LLC

16.83K

Jun 30, 26

0.24%

Rodgers & Associates, LTD

15.36K

Jun 30, 26

-134

0.22%

Phoenix Wealth Advisors

15.22K

Jun 30, 26

+677

0.22%

Allegheny Financial Group LTD

15.13K

Jun 30, 26

-797

0.22%

TWO SIGMA INVESTMENTS, LP

14.80K

Jun 30, 26

-9.80K

0.21%

LBJ Family Wealth Advisors, Ltd.

14.36K

Jun 30, 26

-87

0.21%

CAPTRUST FINANCIAL ADVISORS

14.21K

Jun 30, 26

+263

0.21%

NYL Investors LLC

14.21K

Jun 30, 26

0.20%

Wealth Dimensions Group, Ltd.

14.04K

Jun 30, 26

-47

0.20%

D.A. DAVIDSON & CO.

13.97K

Jun 30, 26

0.20%

Clearstead Advisors, LLC

13.11K

Jun 30, 26

0.19%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

12.34K

Jun 30, 26

+2.19K

0.18%

COMMONWEALTH EQUITY SERVICES, LLC

11.90K

Jun 30, 26

-609

0.17%

Sowell Financial Services LLC

11.67K

Jun 30, 26

+11.67K

0.17%

OPPENHEIMER & CO INC

11.56K

Jun 30, 26

+559

0.17%

Gibraltar Capital Management, Inc.

11.25K

Jun 30, 26

0.16%

Gotham Asset Management, LLC

10.55K

Jun 30, 26

0.15%

Summit Financial, LLC

9.38K

Jun 30, 26

-492

0.14%

FIFTH THIRD SECURITIES, INC.

9.15K

Jun 30, 26

-2.03K

0.13%

Baird Financial Group, Inc.

8.93K

Jun 30, 26

0.13%

Cambridge Investment Research Advisors, Inc.

8.86K

Jun 30, 26

+147

0.13%

STIFEL FINANCIAL CORP

8.85K

Jun 30, 26

-64

0.13%

FourThought Financial Partners, LLC

8.39K

Jun 30, 26

-56

0.12%

Roundview Capital LLC

8.38K

Jun 30, 26

0.12%

NICOLET BANKSHARES INC

7.89K

Jun 30, 26

-381

0.11%

TOBIAS FINANCIAL ADVISORS, INC.

7.49K

Jun 30, 26

0.11%

GREAT VALLEY ADVISOR GROUP, INC.

7.44K

Jun 30, 26

+122

0.11%

Jordan Park Group LLC

6.79K

Jun 30, 26

-1.23K

0.10%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

6.65K

Jun 30, 26

+111

0.10%

Financial Engines Advisors L.L.C.

6.38K

Jun 30, 26

-795

0.09%

Morangie Management LLC

5.93K

Jun 30, 26

0.09%

Wrenne Financial Planning LLC

5.54K

Jun 30, 26

-448

0.08%

McLean Asset Management Corp

5.46K

Jun 30, 26

-3

0.08%

Mariner, LLC

5.32K

Jun 30, 26

+375

0.08%

Sigma Planning Corp

5.32K

Jun 30, 26

-1.06K

0.08%

Brooklyn FI, LLC

5.28K

Jun 30, 26

0.08%

Private Advisor Group, LLC

4.52K

Jun 30, 26

-91.11K

0.07%

Lido Advisors, LLC

4.45K

Jun 30, 26

-444

0.06%

Michels Family Financial, LLC

4.30K

Jun 30, 26

-31

0.06%

BANK OF MONTREAL /CAN/

4.24K

Jun 30, 26

0.06%

IVC Wealth Advisors LLC

4.19K

Jun 30, 26

-135

0.06%

MONETA GROUP INVESTMENT ADVISORS LLC

4.10K

Jun 30, 26

0.06%

Miracle Mile Advisors, LLC

4.09K

Jun 30, 26

+14

0.06%

NewEdge Advisors, LLC

4.05K

Jun 30, 26

-18

0.06%

1900 WEALTH MANAGEMENT LLC

3.71K

Jun 30, 26

-255

0.05%

JONES FINANCIAL COMPANIES LLLP

3.42K

Jun 30, 26

-254

0.05%

Janney Montgomery Scott LLC

3.41K

Jun 30, 26

+57

0.05%

MML INVESTORS SERVICES, LLC

3.21K

Jun 30, 26

+555

0.05%

AdvisorNet Financial, Inc

3.17K

Jun 30, 26

-45

0.05%

Tennessee Valley Asset Management Partners

3.10K

Jun 30, 26

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

3.00K

Jun 30, 26

0.04%

Neuberger Berman Group LLC

2.86K

Jun 30, 26

0.04%

Sound Financial Strategies Group, LLC

2.80K

Jun 30, 26

+57

0.04%

Stordahl Capital Management, Inc.

2.77K

Jun 30, 26

-45

0.04%

Investor's Fiduciary Advisor Network, LLC

2.74K

Jun 30, 26

+92

0.04%

FIRST NATIONAL BANK OF OMAHA

2.74K

Jun 30, 26

0.04%

MOSAIC FINANCIAL GROUP, LLC

2.67K

Jun 30, 26

+10

0.04%

FAS Wealth Partners, Inc.

2.67K

Jun 30, 26

+10

0.04%

LOM Asset Management Ltd

2.60K

Jun 30, 26

+1.24K

0.04%

RMB Capital Management, LLC

2.53K

Jun 30, 26

0.04%

Note Advisors, LLC

2.53K

Jun 30, 26

+37

0.04%

Wealthcare Advisory Partners LLC

2.51K

Jun 30, 26

+146

0.04%

Cornerstone Wealth Management, LLC

2.29K

Jun 30, 26

+235

0.03%

Plancorp, LLC

2.23K

Jun 30, 26

-277

0.03%

AQR CAPITAL MANAGEMENT LLC

2.23K

Jun 30, 26

+389

0.03%

UBS ASSET MANAGEMENT AMERICAS INC

2.09K

Jun 30, 26

0.03%

Vawter Financial, Ltd.

2.06K

Jun 30, 26

0.03%

TRUE Private Wealth Advisors

2.06K

Jun 30, 26

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

2.05K

Jun 30, 26

-589

0.03%

Waverly Advisors, LLC

2.05K

Jun 30, 26

0.03%

ORG Wealth Partners, LLC

2.02K

Jun 30, 26

+391

0.03%

Evergreen Wealth Solutions, LLC

2.02K

Jun 30, 26

+2.02K

0.03%

Capital Square, LLC

1.97K

Jun 30, 26

+272

0.03%

Rialto Wealth Management, LLC

1.96K

Jun 30, 26

-158

0.03%

Sterling Capital Management LLC

1.95K

Jun 30, 26

+17

0.03%

CI Private Wealth, LLC

1.93K

Jun 30, 26

-70

0.03%

Buckingham Strategic Partners

1.90K

Jun 30, 26

0.03%

Atomi Financial Group, Inc.

1.87K

Jun 30, 26

0.03%

NORTHWEST WEALTH MANAGEMENT, LLC

1.87K

Jun 30, 26

0.03%

Bridgewater Advisors Inc.

1.85K

Jun 30, 26

0.03%

First Western Trust Bank

1.74K

Jun 30, 26

0.03%

Bank of New York Mellon Corp

1.73K

Jun 30, 26

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

1.70K

Jun 30, 26

-60

0.02%

Indiana Trust & Investment Management CO

1.67K

Jun 30, 26

0.02%

Quantinno Capital Management LP

1.63K

Jun 30, 26

-7

0.02%

Eqis Capital Management, Inc.

1.60K

Jun 30, 26

-816

0.02%

SYON CAPITAL LLC

1.59K

Jun 30, 26

+1.59K

0.02%

Portland Global Advisors LLC

1.50K

Jun 30, 26

0.02%

CULLINAN ASSOCIATES INC

1.48K

Jun 30, 26

+216

0.02%

Atria Investments, Inc

1.43K

Jun 30, 26

+1.43K

0.02%

Integrated Wealth Concepts LLC

1.39K

Jun 30, 26

+70

0.02%

Vestmark Advisory Solutions, Inc.

1.36K

Jun 30, 26

0.02%

Mount Yale Investment Advisors, LLC

1.36K

Jun 30, 26

0.02%

GUIDANCE CAPITAL, INC

1.35K

Jun 30, 26

+149

0.02%

Colony Group, LLC

1.33K

Jun 30, 26

-119

0.02%

FMR LLC

1.33K

Jun 30, 26

+101

0.02%

FIFTH THIRD BANCORP

1.31K

Jun 30, 26

-139

0.02%

FIRST MANHATTAN CO. LLC.

1.27K

Jun 30, 26

0.02%

AA Financial Advisors, LLC

1.24K

Jun 30, 26

0.02%

VANCE WEALTH, INC.

1.23K

Jun 30, 26

-221

0.02%

GUARDIAN WEALTH ADVISORS, LLC / NC

1.13K

Jun 30, 26

-24

0.02%

Aptus Capital Advisors, LLC

1.13K

Jun 30, 26

-24

0.02%

Merit Financial Group, LLC

1.11K

Jun 30, 26

+1.11K

0.02%

Archer Investment Corp

1.07K

Jun 30, 26

0.02%

CHOREO, LLC

1.03K

Jun 30, 26

+1.03K

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

888

Jun 30, 26

0.01%

Tower Research Capital LLC (TRC)

875

Jun 30, 26

+619

0.01%

Farther Finance Advisors, LLC

808

Jun 30, 26

0.01%

Disciplina Capital Management LLC

802

Jun 30, 26

-58

0.01%

MERCER GLOBAL ADVISORS INC /ADV

800

Jun 30, 26

+800

0.01%

Gleason Group, Inc.

772

Jun 30, 26

0.01%

Allworth Financial LP

765

Jun 30, 26

-64

0.01%

EP Wealth Advisors, LLC

757

Jun 30, 26

+757

0.01%

HARBOUR INVESTMENTS, INC.

609

Jun 30, 26

0.01%

OXFORD FINANCIAL GROUP LTD

541

Jun 30, 26

+541

0.01%

NATIONAL BANK OF CANADA /FI/

435

Jun 30, 26

-30

0.01%

SYM FINANCIAL Corp

421

Jun 30, 26

0.01%

Global Retirement Partners, LLC

383

Jun 30, 26

+383

0.01%

BLAIR WILLIAM & CO/IL

224

Jun 30, 26

+224

0.00%

Plante Moran Financial Advisors, LLC

208

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

191

Jun 30, 26

0.00%

Ameritas Advisory Services, LLC

186

Jun 30, 26

+186

0.00%

Centennial Bank/AR/

184

Jun 30, 26

-75

0.00%

CoreCap Advisors, LLC

159

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

140

Jun 30, 26

0.00%

Bear Mountain Capital, Inc.

126

Jun 30, 26

0.00%

AlphaCore Capital LLC

111

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

110

Jun 30, 26

+80

0.00%

EASTERN BANK

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

-60

0.00%

Triumph Capital Management

Jun 30, 26

0.00%

Comprehensive Financial Planning, Inc./PA

Jun 30, 26

0.00%

Fairscale Capital, LLC

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

Jun 30, 26

+10

0.00%

Davis Capital Management

Jun 30, 26

+48

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Jun 30, 26

0.00%

Ancora Advisors, LLC

Jun 30, 26

0.00%

UMB Bank, n.a.

Jun 30, 26

+39

0.00%

NBC SECURITIES, INC.

Jun 30, 26

0.00%

IFP Advisors, Inc

Jun 30, 26

+34

0.00%

SBI Securities Co., Ltd.

Jun 30, 26

0.00%

Aberdeen Wealth Management LLC

Jun 30, 26

+20

0.00%

Harbor Asset Planning, Inc.

Jun 30, 26

+16

0.00%

Eukles Asset Management

Jun 30, 26

0.00%

HAZLETT, BURT & WATSON, INC.

Jun 30, 26

+15

0.00%

AE Wealth Management LLC

Jun 30, 26

-25

0.00%

Vanguard National Trust Co

Jun 30, 26

0.00%

Topsail Wealth Management, LLC

Jun 30, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

Jun 30, 26

0.00%

MAI Capital Management

Jun 30, 26

-100

Root Financial Partners, LLC

Jun 30, 26

-1

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-51

Western Wealth Management, LLC

Jun 30, 26

-55

CoreFirst Bank & Trust

Jun 30, 26

-99

Qube Research & Technologies Ltd

Jun 30, 26

-17

IEQ CAPITAL, LLC

Jun 30, 26

-1.43K

SRS Capital Advisors, Inc.

Jun 30, 26

-600

CITADEL ADVISORS LLC

Jun 30, 26

-2.69K

HRT FINANCIAL LP

Jun 30, 26

-2.60K

Golden State Equity Partners

Jun 30, 26

-3.38K

Ronald Blue Trust, Inc.

Jun 30, 26

-49

BANK OF AMERICA CORP /DE/

425.73K

Mar 31, 26

+36.17K

6.14%

Equitable Holdings, Inc.

71.75K

Mar 31, 26

+49.64K

1.04%

TWO SIGMA INVESTMENTS, LP

24.60K

Mar 31, 26

+24.60K

0.35%

Parkside Financial Bank & Trust

12.77K

Mar 31, 26

+41

0.18%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

10.15K

Mar 31, 26

+10.15K

0.15%

Beacon Pointe Advisors, LLC

1.86K

Mar 31, 26

-86

0.03%

BROWN, LISLE/CUMMINGS, INC.

950

Mar 31, 26

0.01%

CWM, LLC

822

Mar 31, 26

0.01%

McIlrath & Eck, LLC

Mar 31, 26

0.00%

MidWestOne Financial Group, Inc.

8.48K

Dec 31, 25

+261

0.12%

COMERICA BANK

1.46K

Dec 31, 25

-31

0.02%

EWG Elevate Inc.

25.62K

Sep 30, 25

+25.62K

0.37%

COUNTRY CLUB BANK /GFN

2.74K

Sep 30, 25

0.04%

FSA Wealth Management LLC

202

Sep 30, 25

0.00%

Congress Wealth Management LLC / DE /

54.26K

Jun 30, 25

+107

0.78%

Atria Wealth Solutions, Inc.

2.30K

Jun 30, 25

+393

0.03%

Iron Horse Wealth Management, LLC

145

Jun 30, 25

+145

0.00%

CAROLINAS WEALTH CONSULTING LLC

20.01K

Mar 31, 25

-731

0.29%

BluePointe Capital Management, LLC

3.63K

Mar 31, 25

0.05%

Centered Wealth LLC dba Miller Equity Capital Advisors

Mar 31, 25

-11.25K

Kiely Wealth Advisory Group, Inc.

2.71K

Dec 31, 24

0.04%

RAYMOND JAMES & ASSOCIATES

15.78K

Sep 30, 24

+88

0.23%

Raymond James Financial Services Advisors, Inc.

4.23K

Sep 30, 24

+37

0.06%

Crestone Asset Management LLC

149.81K

Mar 31, 24

+23.86K

2.16%

Cetera Advisor Networks LLC

21.94K

Mar 31, 24

+2.59K

0.32%

Cetera Advisors LLC

2.18K

Mar 31, 24

+2.18K

0.03%

Bartlett & Co. LLC

22.20K

Dec 31, 23

0.32%

Baystate Wealth Management LLC

558

Dec 31, 23

0.01%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

24.49K

Sep 30, 23

+114

0.35%

Relaxing Retirement Coach

18.68K

Jun 30, 23

-287

0.27%

Ahrens Investment Partners LLC

Mar 31, 23

+24

0.00%

Sargent Bickham Lagudis LLC

15.68K

Dec 31, 22

+272

0.23%

Round Table Services, LLC

16.36K

Sep 30, 22

+16.36K

0.24%

FourThought Financial, LLC

4.28K

Sep 30, 22

+465

0.06%

CPWM, LLC

2.67K

Sep 30, 22

-5.15K

0.04%

American Portfolios Advisors

Sep 30, 22

0.00%

NEXT Financial Group, Inc

4.10K

Dec 31, 21

+3.20K

0.06%

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

0.00%

Sonora Investment Management, LLC

100

Sep 30, 21

+100

0.00%

Advisor Group, Inc.

3.07K

Dec 31, 19

0.04%

LADENBURG THALMANN FINANCIAL SERVICES INC.

116

Dec 31, 19

0.00%

SUNTRUST BANKS INC

3.97K

Sep 30, 19

+152

0.06%

Guidant Wealth Advisors

428

Sep 30, 19

-99

0.01%

Edge Advisors, LLC

931

Jun 30, 18

0.01%

Commonwealth Equity Services, Inc

17.93K

Jun 30, 17

-188

0.26%

Virtu KCG Holdings LLC

Jun 30, 17

-6.07K

MSI Financial Services Inc

Dec 31, 16

0.00%

UBS AG

1.63K

Sep 30, 14

-997

0.02%