VANGUARD SCOTTSDALE FUNDS - VTWG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 308,503 | 88,750 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 257,410 | 74,052 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 172,944 | 49,752 | 0.14% | 0.14% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 113,045 | 32,520 | 0.06% | 0.06% | 4 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 101,066 | 29,085 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TFC Financial Management, Inc. | History | No change | 87,140 | 25,068 | 2.78% | 2.78% | 6 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LPL Financial LLC | History | No change | 78,870 | 22,689 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 75,181 | 21,983 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 75,664 | 21,767 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Systelligence, LLC | History | No change | 67,915 | 19,537 | 3.26% | 3.26% | 10 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | No change | 66,964 | 19,264 | 2.25% | 2.25% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMG National Trust Bank | History | No change | 54,279 | 15,615 | 0.32% | 0.32% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 49,393 | 14,209 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 49,292 | 14,180 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 42,219 | 12,145 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WestHill Financial Advisors, Inc. | History | No change | 41,503 | 11,939 | 2.03% | 2.03% | 16 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 39,615 | 11,396 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 39,370 | 11,326 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 37,169 | 10,692 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 34,002 | 9,781 | 0.06% | 0.06% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 32,625 | 9,385 | 0.83% | 0.83% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LJI Wealth Management, LLC | History | No change | 31,517 | 9,066 | 1.27% | 1.27% | 22 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 29,201 | 8,402 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nvest Financial, LLC | History | No change | 27,103 | 7,796 | 2.46% | 2.46% | 24 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 23,922 | 6,881 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 23,571 | 6,780 | 0.39% | 0.39% | 26 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Centric Wealth Management | History | No change | 24,280 | 6,543 | 1.02% | 1.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 22,662 | 6,520 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 21,507 | 6,187 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 20,675 | 5,947 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | No change | 20,081 | 5,776 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 21,164 | 5,514 | 0.68% | 0.83% | 32 | -619 | -2.84% | Q3 2026 | Oct 09, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 19,203 | 5,475 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Virtue Capital Management, LLC | History | No change | 18,829 | 5,416 | 0.72% | 0.72% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 18,061 | 5,195 | 0.05% | 0.05% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 17,843 | 5,133 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Savant Capital, LLC | History | No change | 19,787 | 5,109 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 17,654 | 5,078 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 17,629 | 5,071 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 17,538 | 4,994 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allegheny Financial Group | History | No change | 16,440 | 4,729 | 0.5% | 0.5% | 41 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IVC Wealth Advisors LLC | History | No change | 16,314 | 4,693 | 1.83% | 1.83% | 42 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COMMERCE BANK | History | No change | 16,180 | 4,654 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 13,520 | 3,889 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 13,504 | 3,884 | 0.91% | 0.91% | 45 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 12,911 | 3,714 | 0.53% | 0.53% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| National Philanthropic Trust | History | No change | 12,147 | 3,494 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 11,822 | 3,400 | 0.53% | 0.53% | 48 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Summit Financial, LLC | History | No change | 11,504 | 3,309 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 11,336 | 3,261 | 0.22% | 0.22% | 50 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 11,099 | 3,192 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 10,722 | 3,084 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 10,456 | 3,007 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 10,450 | 3,006 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 9,607 | 2,763 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NYL Investors LLC | History | No change | 9,482 | 2,727 | 1.05% | 1.05% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 9,380 | 2,698 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OPPENHEIMER & CO INC | History | No change | 9,278 | 2,669 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IEQ CAPITAL, LLC | History | No change | 9,222 | 2,652 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 9,113 | 2,621 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 8,825 | 2,539 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 7,781 | 2,238 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Added to | 7,350 | 1,915 | 0.98% | 1.05% | 63 | +106 | 1.46% | Q3 2026 | Oct 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 6,563 | 1,888 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Keystone Global Partners, LLC | History | No change | 6,543 | 1,882 | 0.71% | 0.71% | 65 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GTS SECURITIES LLC | History | No change | 6,363 | 1,830 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,337 | 1,823 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 5,981 | 1,720 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BROWN ADVISORY INC | History | No change | 5,465 | 1,572 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 5,381 | 1,547 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 5,356 | 1,540 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 5,220 | 1,501 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FourThought Financial Partners, LLC | History | No change | 4,734 | 1,361 | 0.11% | 0.11% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NICOLET BANKSHARES INC | History | No change | 4,588 | 1,319 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 4,338 | 1,247 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VANCE WEALTH, LLC | History | No change | 4,157 | 1,196 | 0.27% | 0.27% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 4,125 | 1,170 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,991 | 1,148 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 3,752 | 1,079 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,649 | 1,049 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 3,447 | 991 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 3,433 | 987 | 0.05% | 0.05% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 3,362 | 957 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | No change | 3,166 | 910 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 3,074 | 884 | 0.4% | 0.4% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gotham Asset Management, LLC | History | No change | 3,000 | 863 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 2,989 | 859 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,926 | 841 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Curi Capital, LLC | History | No change | 2,921 | 840 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belvedere Trading LLC | History | No change | 2,890 | 831 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 2,995 | 817 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Michels Family Financial, LLC | History | No change | 2,731 | 785 | 0.5% | 0.5% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 2,689 | 773 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,604 | 749 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 2,512 | 722 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 2,616 | 681 | 0.45% | 0.53% | 97 | -86 | -3.18% | Q3 2026 | Oct 07, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 2,369 | 681 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,320 | 667 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | No change | 2,171 | 624 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 2,127 | 612 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 2,125 | 611 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 2,108 | 606 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 2,339 | 603 | 0.03% | 0.7% | 103 | -51,878 | -95.69% | Q3 2026 | Oct 09, 2026 |
| Modera Wealth Management, LLC | History | No change | 2,032 | 584 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MATHER GROUP, LLC. | History | No change | 2,027 | 583 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kelsey Financial, LLC | History | No change | 2,017 | 580 | 0.44% | 0.44% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,849 | 531 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FF Advisors,LLC | History | No change | 1,814 | 521 | 0.2% | 0.2% | 108 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | No change | 1,770 | 509 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthShield Partners, LLC | History | No change | 1,770 | 509 | 0.08% | 0.08% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 1,690 | 486 | 0.28% | 0.28% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CULLINAN ASSOCIATES INC | History | No change | 1,663 | 478 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,822 | 474 | 0.0% | 0.0% | 114 | +49 | 2.76% | Q3 2026 | Oct 08, 2026 |
| Kovack Advisors, Inc. | History | No change | 1,651 | 474 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 1,647 | 473 | 0.13% | 0.13% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 1,645 | 473 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 1,626 | 467 | 0.1% | 0.1% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HRT FINANCIAL LP | History | No change | 1,603 | 461 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 1,558 | 448 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Embree Financial Group | History | No change | 1,538 | 442 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,535 | 441 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | No change | 1,675 | 436 | 0.05% | 0.06% | 122 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Quantum Portfolio Management LLC | History | No change | 1,501 | 431 | 0.15% | 0.15% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 1,459 | 419 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,416 | 407 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FCG Investment Co | History | No change | 1,390 | 399 | 0.14% | 0.14% | 126 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Valued Retirements, Inc. | History | No change | 1,375 | 395 | 0.35% | 0.35% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 1,373 | 394 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cornerstone Financial Management LLC | History | No change | 1,352 | 388 | 0.31% | 0.31% | 129 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Hirtle & Co., LLC | History | No change | 1,346 | 387 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westover Capital Advisors, LLC | History | No change | 1,313 | 377 | 0.06% | 0.06% | 131 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Atria Investments, Inc | History | No change | 1,308 | 376 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 1,300 | 373 | 0.18% | 0.18% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 1,275 | 366 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| First Citizens Asset Management, Inc. | History | No change | 1,263 | 363 | 0.12% | 0.12% | 135 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Lido Advisors, LLC | History | No change | 1,253 | 360 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Oxbow Advisors, LLC | History | No change | 1,218 | 350 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,208 | 347 | 0.09% | 0.09% | 138 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 1,294 | 337 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Advisor Resource Council | History | No change | 1,147 | 326 | 0.09% | 0.09% | 140 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Management, Inc. | History | No change | 1,130 | 325 | 0.05% | 0.05% | 141 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Americana Partners, LLC | History | No change | 1,132 | 325 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Freedom Investment Management, Inc. | History | No change | 1,129 | 324 | 0.09% | 0.09% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rodgers & Associates, LTD | History | No change | 1,102 | 317 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Zhang Financial LLC | History | No change | 1,093 | 314 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FMR LLC | History | No change | 1,072 | 308 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waldron Private Wealth LLC | History | No change | 1,067 | 306 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,055 | 303 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,044 | 300 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Junk Investment Group, LLC | History | No change | 1,032 | 297 | 0.13% | 0.13% | 150 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 1,115 | 290 | 0.01% | 0.01% | 151 | -16 | -1.41% | Q3 2026 | Oct 08, 2026 |
| Tranquility Partners, LLC | History | No change | 1,003 | 288 | 0.1% | 0.1% | 152 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Corient Private Wealth LP | History | No change | 1,001 | 287 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Pallas Capital Advisors LLC | History | No change | 953 | 274 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | No change | 949 | 273 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BlackRock, Inc. | History | No change | 950 | 273 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Freedom, LLC | History | No change | 942 | 271 | 0.12% | 0.12% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Index Technologies Group LLC | History | No change | 911 | 262 | 0.21% | 0.21% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Peak Financial Management, Inc. | History | No change | 884 | 254 | 0.06% | 0.06% | 159 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| &PARTNERS | History | No change | 891 | 253 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 862 | 247 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 843 | 242 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 839 | 241 | 0.17% | 0.17% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 830 | 238 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 830 | 238 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 825 | 237 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 791 | 227 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | No change | 782 | 224 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 777 | 223 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Graney & King, LLC | History | No change | 776 | 223 | 0.08% | 0.08% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 760 | 218 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Winter & Associates, Inc. | History | No change | 756 | 217 | 0.16% | 0.16% | 172 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Caprock Group, LLC | History | No change | 725 | 208 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 702 | 202 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EWA, LLC | History | No change | 705 | 202 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 650 | 187 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Powell Investment Advisors, LLC | History | No change | 620 | 178 | 0.06% | 0.06% | 177 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 593 | 170 | 0.11% | 0.11% | 178 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 572 | 164 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| City State Bank | History | No change | 519 | 149 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Disciplina Capital Management LLC | History | No change | 500 | 143 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 497 | 142 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 482 | 138 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sterling Capital Management LLC | History | No change | 460 | 132 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Horizon Investments, LLC | History | No change | 456 | 131 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 447 | 128 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MidFirst Bank | History | No change | 380 | 109 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 330 | 94 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ADVISERS INC | History | No change | 318 | 91 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | No change | 305 | 87 | 0.06% | 0.06% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Main Street Group, LTD | History | No change | 298 | 85 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 290 | 83 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Centennial Bank/AR/ | History | No change | 283 | 81 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arlington Trust Co LLC | History | No change | 279 | 80 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 277 | 79 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 275 | 79 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 267 | 76 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 231 | 66 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 210 | 59 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| US BANCORP \DE\ | History | No change | 200 | 57 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 151 | 43 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CX Institutional | History | New | 149 | 39 | 0.0% | — | 202 | +149 | New | Q3 2026 | Oct 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 116 | 33 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | No change | 116 | 33 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizons Wealth Management | History | New | 102 | 26 | 0.02% | — | 205 | +102 | New | Q3 2026 | Oct 05, 2026 |
| AE Wealth Management LLC | History | No change | 74 | 21 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Qube Research & Technologies Ltd | History | No change | 74 | 21 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 64 | 18 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CoreCap Advisors, LLC | History | No change | 72 | 18 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Triumph Capital Management | History | No change | 60 | 17 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Asset Dedication, LLC | History | No change | 48 | 13 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NorthAvenue LLC | History | No change | 48 | 13 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Miller Capital Partners, Inc. | History | No change | 45 | 12 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 40 | 11 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 40 | 11 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Golden State Wealth Management, LLC | History | No change | 24 | 6 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Key Capital Management, INC | History | No change | 21 | 6 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 19 | 5 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 14 | 4 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Concord Wealth Partners | History | No change | 13 | 3 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Eukles Asset Management | History | No change | 8 | 2 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Caitlin John, LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Guardian Partners Inc. | History | No change | 5 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |