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Vanguard S&P 500 Value ETF (VOOV)

CUSIP: 921932703 | NYSE | 870 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Shakespeare Wealth Management, LLC361,772
15.4% of portfolio›$79.7M
Stordahl Capital Management, Inc.252,142
10.3% of portfolio›$55.6M
Grant Street Asset Management, Inc.160,304
5.8% of portfolio›$35.3M
Petredis Investment Advisors LLC120,328
1.7% of portfolio›$26.5M
MMA Asset Management LLC98,306
6.9% of portfolio›$21.7M
Cambridge Investment Research Advisors, Inc.94,716
0.0% of portfolio›$20.9K
Mesirow Financial Investment Management, Inc.84,717
0.3% of portfolio›$18.7M
Graves Light Lenhart Wealth, Inc.84,364
1.7% of portfolio›$18.6M
Phillips Financial Management, LLC69,646
1.2% of portfolio›$15.3M
Beacon Capital Management, LLC59,728
1.8% of portfolio›$13.2M
Conning Inc.57,210
0.4% of portfolio›$12.6M
Relyea Zuckerberg Hanson LLC49,650
0.9% of portfolio›$10.9M
Lotus Asset Management LLC46,614
8.5% of portfolio›$10.3M
First Bank & Trust45,762
1.5% of portfolio›$10.1M
Connecticut Wealth Management, LLC41,076
0.3% of portfolio›$9.1M
Ehrlich Financial Group40,934
4.7% of portfolio›$9.0M
Cliftonlarsonallen Wealth Advisors, LLC39,993
0.1% of portfolio›$8.8M
MGO One Seven LLC39,693
0.1% of portfolio›$8.7M
Blue Trust, Inc.39,408
0.1% of portfolio›$8.7M
Kestra Advisory Services, LLC37,692
0.0% of portfolio›$8.3M
Encompass Wealth Advisors, LLC35,294
1.1% of portfolio›$7.8M
Truist Financial Corp33,320
0.0% of portfolio›$7.3M
Commonwealth Equity Services, LLC31,420
0.0% of portfolio›$6.9M
Flagship Wealth Advisors, LLC31,240
1.5% of portfolio›$6.9M
Garde Capital, Inc.28,013
0.3% of portfolio›$6.2M
Ramiah Investment Group27,755
4.7% of portfolio›$6.1M
Fairscale Capital, LLC27,444
3.7% of portfolio›$6.3M
Hoxton Planning & Management, LLC25,193
1.4% of portfolio›$5.6M
Delta Wealth Advisors LLC23,106
3.5% of portfolio›$5.1M
Wealth Enhancement Advisory Services, LLC21,188
0.0% of portfolio›$4.8M
Farther Finance Advisors, LLC19,745
0.0% of portfolio›$4.4M
First Bancorp, Inc18,281
1.6% of portfolio›$4.0M
Keybank National Association18,090
0.0% of portfolio›$4.0M
Beacon Financial Planning, Inc17,758
1.3% of portfolio›$3.9M
Fifth Third Bancorp17,524
0.0% of portfolio›$3.9M
Flagship Harbor Advisors, LLC17,056
0.1% of portfolio›$3.8M
WBH Advisory Inc15,976
0.2% of portfolio›$3.5M
North Star Investment Management Corp.15,878
0.2% of portfolio›$3.5M
Titleist Asset Management, LLC14,031
0.2% of portfolio›$3.1M
Thrivent Financial for Lutherans13,250
0.0% of portfolio›$2.9K
J.W. Cole Advisors, Inc.13,073
0.0% of portfolio›$2.9M
Fifth Third Securities, Inc.12,524
0.1% of portfolio›$2.8M
Prospera Financial Services Inc12,323
0.0% of portfolio›$2.8M
PKS Advisory Services, LLC11,441
0.4% of portfolio›$2.5M
TD Private Client Wealth LLC11,155
0.0% of portfolio›$2.5M
Arlington Trust Co LLC10,016
0.2% of portfolio›$2.2M
Clientfirst Wealth Management, LLC10,005
1.6% of portfolio›$2.2M
Modera Wealth Management, LLC9,426
0.0% of portfolio›$2.1M
Innova Wealth Partners9,092
0.8% of portfolio›$2.0M
Creative Planning9,011
0.0% of portfolio›$2.0M
Citizens Financial Group Inc8,957
0.0% of portfolio›$2.0M
Iams Wealth Management, LLC8,929
0.6% of portfolio›$2.0M
Allen Investment Management, LLC8,891
0.0% of portfolio›$2.0M
Midwest Financial Network, LLC8,882
1.3% of portfolio›$2.0M
Avior Wealth Management, LLC8,640
0.1% of portfolio›$1.9M
CoreCap Advisors, LLC8,582
0.1% of portfolio›$1.9M
Brookstone Capital Management8,024
0.0% of portfolio›$1.8M
Virtue Capital Management, LLC7,871
0.2% of portfolio›$1.7M
US Bancorp \de\7,855
0.0% of portfolio›$1.7M
Evergreen Capital Management LLC7,680
0.0% of portfolio›$1.7M
Mather Group, Llc.7,579
0.0% of portfolio›$1.7M
TD Waterhouse Canada Inc.7,246
0.0% of portfolio›$1.6M
Apollon Financial, LLC7,207
0.2% of portfolio›$1.6M
Constellation Investments, Inc.7,000
0.1% of portfolio›$1.5M
Northern Lights Advisors, Inc.6,538
0.8% of portfolio›$1.4M
Intrua Financial, LLC6,476
0.1% of portfolio›$1.4M
Avion Wealth6,271
0.0% of portfolio›$1.4K
Compass Financial Group, Inc6,214
0.1% of portfolio›$1.4M
Choreo, LLC6,196
0.0% of portfolio›$1.4M
Apeiron RIA LLC6,186
0.3% of portfolio›$1.4M
Gemmer Asset Management LLC6,117
0.1% of portfolio›$1.3M
Perennial Advisors, LLC5,613
0.2% of portfolio›$1.2M
Diversify Advisory Services, LLC5,514
0.0% of portfolio›$1.3M
Diversify Wealth Management, LLC5,514
0.0% of portfolio›$1.3M
Capital Advisors Wealth Management, LLC5,443
0.1% of portfolio›$1.2M
Bluesphere Advisors LLC5,424
0.4% of portfolio›$1.2M
Security Financial Services, Inc.5,242
0.2% of portfolio›$1.2M
KWB Wealth5,232
0.1% of portfolio›$1.2M
D.A. Davidson & Co.4,924
0.0% of portfolio›$1.1M
Visionary Wealth Advisors4,820
0.0% of portfolio›$1.1M
Simplicity Wealth,LLC4,723
0.0% of portfolio›$1.0M
Santori & Peters, Inc.4,652
0.3% of portfolio›$1.0M
MSH Capital Advisors LLC4,623
0.2% of portfolio›$1.0M
Beaumont Asset Management, L.L.C.4,602
0.4% of portfolio›$1.0M
Independent Financial Group, LLC4,568
0.0% of portfolio›$1.0M
Integrity Alliance, Llc.4,478
0.0% of portfolio›$986.9K
Wedmont Private Capital4,333
0.0% of portfolio›$971.6K
Soltis Investment Advisors LLC4,327
0.0% of portfolio›$953.3K
Naples Global Advisors, LLC4,247
0.1% of portfolio›$935.8K
Northwest Wealth Advisors, LLC4,124
0.4% of portfolio›$908.7K
Sherman Wealth Management LLC4,011
0.6% of portfolio›$883.7K
Certuity, LLC3,873
0.0% of portfolio›$853.4K
Apollon Wealth Management, LLC3,866
0.0% of portfolio›$851.7K
Silverlake Wealth Management LLC3,649
0.1% of portfolio›$803.9K
Verum Partners LLC3,435
0.1% of portfolio›$757.0K
WealthCare Investment Partners, LLC3,408
0.2% of portfolio›$751.0K
MidAtlantic Capital Management, Inc.3,387
0.4% of portfolio›$746.3K
Creekside Partners3,386
0.3% of portfolio›$746.0K
Archer Investment Corp3,362
0.1% of portfolio›$740.8K
Pinnacle Bancorp, Inc.3,276
0.2% of portfolio›$721.8K
Verus Wealth Management, LLC3,207
0.4% of portfolio›$706.6K
Magnus Financial Group LLC3,187
0.0% of portfolio›$702.3K
RFG Advisory, LLC3,096
0.0% of portfolio›$682.1K
Arbor Investment Advisors, LLC3,045
0.1% of portfolio›$670.9K
Sightline Wealth Advisors, LLC3,000
0.3% of portfolio›$661.0K
Lido Advisors, LLC2,835
0.0% of portfolio›$624.7K
Rodgers & Associates, LTD2,828
0.1% of portfolio›$623.1K
Signature Estate & Investment Advisors LLC2,814
0.0% of portfolio›$620.1K
BlueChip Wealth Advisors LLC2,785
0.2% of portfolio›$613.6K
Turtle Creek Wealth Advisors, LLC2,755
0.0% of portfolio›$607.0K
M Holdings Securities, Inc.2,657
0.0% of portfolio›$616
Creative Financial Designs Inc2,618
0.0% of portfolio›$576.8K
Shulman DeMeo Asset Management LLC2,616
0.1% of portfolio›$582.3K
Assetmark, Inc2,561
0.0% of portfolio›$564.3K
Thryve Wealth Management LLC2,557
0.3% of portfolio›$563.4K
Affinity Capital Advisors, LLC2,550
0.1% of portfolio›$573.8K
Pinnacle Financial Group, LLC / IL2,500
0.1% of portfolio›$550.9K
SBI Securities Co., Ltd.2,421
0.0% of portfolio›$533.4K
Confluence Wealth Services, Inc.2,346
0.0% of portfolio›$516.9K
HB Wealth Management, LLC2,170
0.0% of portfolio›$478.2K
EdgeRock Capital LLC2,154
0.1% of portfolio›$474.5K
CapWealth Advisors, LLC2,117
0.0% of portfolio›$466.5K
Walker Asset Management, LLC2,093
0.2% of portfolio›$461.2K
CPC Advisors, LLC2,079
0.1% of portfolio›$458.1K
Robertson Stephens Wealth Management, LLC2,073
0.0% of portfolio›$456.8K
Berkshire Money Management, Inc.2,058
0.0% of portfolio›$453.5K
Roberts Wealth Advisors, LLC2,037
0.1% of portfolio›$448.8K
Kingswood Wealth Advisors, LLC2,023
0.0% of portfolio›$445.7K
Atria Investments, Inc2,020
0.0% of portfolio›$445.0K
Oxler Private Wealth LLC1,957
0.1% of portfolio›$431.2K
Fairway Wealth LLC1,895
0.1% of portfolio›$417.5K
IFG Advisors, LLC1,886
0.1% of portfolio›$415.5K
Centurion Wealth Management LLC1,865
0.1% of portfolio›$410.9K
1900 Wealth Management LLC1,856
0.0% of portfolio›$408.9K
Guidance Point Advisors, LLC1,813
0.1% of portfolio›$399.6K
Calamos Advisors LLC1,812
0.0% of portfolio›$399.3K
West Bancorporation Inc1,725
0.1% of portfolio›$380.1K
Park Avenue Securities LLC1,703
0.0% of portfolio›$375
Compound Planning, Inc.1,679
0.0% of portfolio›$370.0K
Hardin Capital Partners, LLC1,657
0.2% of portfolio›$365.0K
Net Worth Advisory Group1,649
0.1% of portfolio›$364.0K
StoneX Group Inc.1,648
0.0% of portfolio›$363.2K
Lakeside Advisors, Inc.1,614
0.2% of portfolio›$355.6K
B. Riley Wealth Advisors, Inc.1,613
0.0% of portfolio›$355.4K
Traynor Capital Management, Inc.1,612
0.0% of portfolio›$355.2K
Cassaday & Co Wealth Management LLC1,586
0.0% of portfolio›$349.4K
Kestra Private Wealth Services, LLC1,577
0.0% of portfolio›$347.4K
Bank of New York Mellon Corp1,472
0.0% of portfolio›$324.3K
A4 Wealth Advisors LLC1,422
0.2% of portfolio›$313.2K
Stone Summit Wealth LLC1,420
0.1% of portfolio›$312.9K
Gutierrez Wealth Advisory, LLC1,378
0.2% of portfolio›$303.5K
First Heartland Consultants, Inc.1,363
0.0% of portfolio›$300.3K
Eagle Global Advisors LLC1,350
0.0% of portfolio›$297.5K
AA Financial Advisors, LLC1,337
0.0% of portfolio›$294.5K
Optivise Advisory Services LLC1,310
0.1% of portfolio›$288.7K
Harbor Investment Advisory, LLC1,307
0.0% of portfolio›$288.0K
Guardian Wealth Management, Inc.1,307
0.1% of portfolio›$288.2K
Principle Wealth Partners LLC1,304
0.0% of portfolio›$287.5K
Citigroup Inc1,303
0.0% of portfolio›$287.0K
Sterling Group Wealth Management, LLC1,299
0.1% of portfolio›$286.2K
Everhart Financial Group, Inc.1,286
0.0% of portfolio›$283.4K
Lynch & Associates1,280
0.0% of portfolio›$282.0K
Lodestar Private Asset Management LLC1,250
0.0% of portfolio›$275.4K
CIBC Asset Management Inc1,247
0.0% of portfolio›$274.8K
Verus Capital Partners, LLC1,243
0.0% of portfolio›$273.9K
Kohmann Bosshard Financial Services, LLC1,219
0.0% of portfolio›$268.6K
Sound Income Strategies, LLC1,201
0.0% of portfolio›$269.3K
Legacy Financial Group, Inc.1,200
0.1% of portfolio›$264.4K
Axxcess Wealth Management, LLC1,187
0.0% of portfolio›$261.6K
AdvisorNet Financial, Inc1,185
0.0% of portfolio›$267.7K
CGN Advisors LLC1,185
0.0% of portfolio›$261.1K
Old North State Wealth Management, LLC1,176
0.1% of portfolio›$259.3K
Asset Management Advisors, LLC1,158
0.1% of portfolio›$255.2K
Realta Investment Advisors1,146
0.1% of portfolio›$252.5K
Chicago Partners Investment Group LLC1,138
0.0% of portfolio›$261.7K
TrueWealth Advisors, LLC1,133
0.1% of portfolio›$249.6K
Cutler Investment Counsel LLC1,128
0.0% of portfolio›$248.5K
Greenwood Gearhart LLC1,090
0.0% of portfolio›$240.2K
Fearless Solutions, LLC dba Best Invest1,070
0.1% of portfolio›$235.8K
Chapin Davis, Inc.1,047
0.0% of portfolio›$230.7K
Concurrent Investment Advisors, LLC1,024
0.0% of portfolio›$225.8K
Pacific Center for Financial Services1,012
0.0% of portfolio›$223.0K
Founders Financial Securities LLC1,012
0.0% of portfolio›$223.0K
Briggs Wealth Management, Inc1,002
0.2% of portfolio›$220.8K
Facet Wealth, Inc.982
0.0% of portfolio›$216.4K
Johnson Financial Group, LLC966
0.0% of portfolio›$212.8K
Alpha Omega Wealth Management LLC959
0.0% of portfolio›$211.3K
Compagnie Lombard Odier SCmA950
0.0% of portfolio›$209.3K
Partners Wealth Management, LLC913
0.0% of portfolio›$201.1K
Legacy Bridge, LLC750
0.1% of portfolio›$165.3K
Private Trust Co NA734
0.0% of portfolio›$161.7K
Physician Wealth Advisors, Inc.716
0.0% of portfolio›$157.8K
City State Bank700
0.0% of portfolio›$154.2K
Nfsg Corp699
0.0% of portfolio›$154.0K
Brown, Lisle Ings, Inc.635
0.0% of portfolio›$139.9K
Horizons Wealth Management622
0.1% of portfolio›$136.9K
Ashton Thomas Private Wealth, LLC602
0.0% of portfolio›$132.6K
Abound Wealth Management568
0.0% of portfolio›$125.1K
Silver Grove Financial Group, Inc.563
0.1% of portfolio›$124.1K
Cullen T Bankers, Inc.557
0.0% of portfolio›$122.7K
Asset Dedication, LLC530
0.0% of portfolio›$116.8K
Lanark Financial, Inc.502
0.0% of portfolio›$110.7K
Latitude Advisors, LLC502
0.0% of portfolio›$110.6K
Align Financial, LLC498
0.1% of portfolio›$109.7K
Spire Wealth Management430
0.0% of portfolio›$94.8K
Capital Advisors, Ltd. LLC429
0.0% of portfolio›$95
Comprehensive Financial Planning, Inc.413
0.0% of portfolio›$91.2K
Y.D. More Investments Ltd388
0.0% of portfolio›$85.5K
AlphaCore Capital LLC385
0.0% of portfolio›$84.8K
Salomon & Ludwin, LLC361
0.0% of portfolio›$79.5K
Bank of New Hampshire320
0.0% of portfolio›$70.5K
Lloyd Advisory Services, Llc.318
0.0% of portfolio›$70.1K
Gilpin Wealth Management, LLC300
0.0% of portfolio›$66.1K
Quaker Wealth Management, LLC276
0.0% of portfolio›$60.8K
Signaturefd, LLC240
0.0% of portfolio›$53.0K
Versant Capital Management, Inc233
0.0% of portfolio›$51.3K
Birch Financial Group, LLC205
0.0% of portfolio›$45.2K
Parallel Advisors, LLC180
0.0% of portfolio›$39.7K
Root Financial Partners, LLC173
0.0% of portfolio›$38.1K
Birchwood Financial Partners, Inc.168
0.0% of portfolio›$37.1K
Ascentis Wealth Management, LLC153
0.0% of portfolio›$33.7K
Phillip James Consulting Co.130
0.0% of portfolio›$28.6K
Trust Co of Vermont130
0.0% of portfolio›$28.6K
Kingdom Financial Group Llc.121
0.0% of portfolio›$26.7K
Valley National Advisers Inc118
0.0% of portfolio›$26.0K
1620 Investment Advisors, Inc.115
0.0% of portfolio›$25.3K
Beacon Financial Strategies Corp115
0.0% of portfolio›$25.3K
Cape Investment Advisory, Inc.109
0.0% of portfolio›$24.1K
Wilmington Savings Fund Society, FSB100
0.0% of portfolio›$22.0K
Plante Moran Financial Advisors, LLC98
0.0% of portfolio›$21.6K
Bfsg, LLC79
0.0% of portfolio›$17.3K
Financial Management Professionals, Inc.74
0.0% of portfolio›$16.3K
Jacobi Capital Management LLC74
0.0% of portfolio›$16.3K
Westside Investment Management, Inc.67
0.0% of portfolio›$14.9K
Gamma Investing LLC66
0.0% of portfolio›$14.5K
Compass Financial Management LLC61
0.0% of portfolio›$13.4K
Ascentis Independent Advisors52
0.0% of portfolio›$11.5K
WPG Advisers, LLC40
0.0% of portfolio›$8.8K
Nemes Rush Group LLC36
0.0% of portfolio›$8.0K
Friedenthal Financial34
0.0% of portfolio›$7.6K
Triumph Capital Management29
0.0% of portfolio›$6.4K
Blueline Advisors LLC21
0.0% of portfolio›$4.6K
Private Wealth Management Group, LLC19
0.0% of portfolio›$4.2K
Key FInancial Inc10
0.0% of portfolio›$2.2K
Concord Wealth Partners9
0.0% of portfolio›$1.9K
Laurel Wealth Advisors LLC8
0.0% of portfolio›$1.8K
GK Wealth Management LLC6
0.0% of portfolio›$1.3K
Parkside Financial Bank & Trust6
0.0% of portfolio›$1.4K
Hughes Financial Services, LLC6
0.0% of portfolio›$1.4K
Larson Financial Group LLC1
0.0% of portfolio›$220
StyleTurnoverLocationFiled
Shakespeare Wealth Management, LLC
361,772$79.7M15.4%ETFMediumPewaukee, WI2026-10-28
Stordahl Capital Management, Inc.
252,142$55.6M10.3%ETFVery LowGreenwood Village, CO2026-10-22
Grant Street Asset Management, Inc.
160,304$35.3M5.8%ETFVery LowCanonsburg, PA2026-10-26
Petredis Investment Advisors LLC
120,328$26.5M1.7%GrowthVery LowWarrendale, PA2026-10-20
MMA Asset Management LLC
98,306$21.7M6.9%ETFMediumNew York, NY2026-11-02
Cambridge Investment Research Advisors, Inc.
94,716$20.9K0.0%ETFLowFairfield, IA2026-11-02
Mesirow Financial Investment Management, Inc.
84,717$18.7M0.3%CoreLowChicago, IL2026-11-05
Graves Light Lenhart Wealth, Inc.
84,364$18.6M1.7%ETFVery LowHarrisonburg, VA2026-10-09
Phillips Financial Management, LLC
69,646$15.3M1.2%ETFVery LowFort Wayne, IN2026-10-19
Beacon Capital Management, LLC
59,728$13.2M1.8%ETFMediumFranklin, TN2026-10-23
Conning Inc.
57,210$12.6M0.4%CoreMediumHartford, CT2026-10-27
Relyea Zuckerberg Hanson LLC
49,650$10.9M0.9%ETFLowStamford, CT2026-10-20
Lotus Asset Management LLC
46,614$10.3M8.5%ETFN/ANashville, TN2026-10-14
First Bank & Trust
45,762$10.1M1.5%CoreLowBrookings, SD2026-10-19
Connecticut Wealth Management, LLC
41,076$9.1M0.3%ETFLowFarmington, CT2026-10-13
Ehrlich Financial Group
40,934$9.0M4.7%ETFHighLaguna Niguel, CA2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
39,993$8.8M0.1%ETFLowMinneapolis, MN2026-10-14
MGO One Seven LLC
39,693$8.7M0.1%GrowthLowBeachwood, OH2026-10-28
Blue Trust, Inc.
39,408$8.7M0.1%ETFLowBrentwood, TN2026-10-15
Kestra Advisory Services, LLC
37,692$8.3M0.0%CoreLowAustin, TX2026-11-02
Encompass Wealth Advisors, LLC
35,294$7.8M1.1%ETFVery LowPortland, OR2026-10-15
Truist Financial Corp
33,320$7.3M0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
31,420$6.9M0.0%ETFLowWaltham, MA2026-11-02
Flagship Wealth Advisors, LLC
31,240$6.9M1.5%ETFLowWakefield, MA2026-11-03
Garde Capital, Inc.
28,013$6.2M0.3%ETFLowSeattle, WA2026-10-29
Ramiah Investment Group
27,755$6.1M4.7%ETFHighBrookfield, WI2026-10-20
Fairscale Capital, LLC
27,444$6.3M3.7%GrowthVery LowNashua, NH2026-11-04
Hoxton Planning & Management, LLC
25,193$5.6M1.4%ETFLowShepherdstown, WV2026-10-15
Delta Wealth Advisors LLC
23,106$5.1M3.5%ETFMediumIndianapolis, IN2026-10-09
Wealth Enhancement Advisory Services, LLC
21,188$4.8M0.0%CoreLowPlymouth, MN2026-10-13
Farther Finance Advisors, LLC
19,745$4.4M0.0%IndexLowSan Francisco, CA2026-10-08
First Bancorp, Inc
18,281$4.0M1.6%ValueVery LowDamariscotta, ME2026-10-26
Keybank National Association
18,090$4.0M0.0%CoreLowBrooklyn, OH2026-11-04
Beacon Financial Planning, Inc
17,758$3.9M1.3%ETFVery LowHyannis, MA2026-11-04
Fifth Third Bancorp
17,524$3.9M0.0%IndexVery LowCincinnati, OH2026-11-05
Flagship Harbor Advisors, LLC
17,056$3.8M0.1%ETFMediumBoston, MA2026-10-26
WBH Advisory Inc
15,976$3.5M0.2%ETFLowBaltimore, MD2026-11-05
North Star Investment Management Corp.
15,878$3.5M0.2%CoreLowChicago, IL2026-10-27
Titleist Asset Management, LLC
14,031$3.1M0.2%ETFLowSan Antonio, TX2026-10-08
Thrivent Financial for Lutherans
13,250$2.9K0.0%GARPMediumMinneapolis, MN2026-11-05
J.W. Cole Advisors, Inc.
13,073$2.9M0.0%IndexLowTampa, FL2026-11-05
Fifth Third Securities, Inc.
12,524$2.8M0.1%ETFLowCincinnati, OH2026-10-21
Prospera Financial Services Inc
12,323$2.8M0.0%CoreMediumDallas, TX2026-11-04
PKS Advisory Services, LLC
11,441$2.5M0.4%ETFMediumAlbany, NY2026-10-26
TD Private Client Wealth LLC
11,155$2.5M0.0%ETFLowNew York, NY2026-10-28
Arlington Trust Co LLC
10,016$2.2M0.2%ETFMediumBirmingham, AL2026-10-20
Clientfirst Wealth Management, LLC
10,005$2.2M1.6%Deep ValueVery LowLittle Rock, AR2026-11-04
Modera Wealth Management, LLC
9,426$2.1M0.0%ETFVery LowWestwood, NJ2026-10-28
Innova Wealth Partners
9,092$2.0M0.8%ETFHighNewtown, PA2026-10-21
Creative Planning
9,011$2.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Citizens Financial Group Inc
8,957$2.0M0.0%GrowthLowProvidence, RI2026-10-23
Iams Wealth Management, LLC
8,929$2.0M0.6%CoreMediumOmaha, NE2026-10-15
Allen Investment Management, LLC
8,891$2.0M0.0%MomentumMediumNew York, NY2026-11-03
Midwest Financial Network, LLC
8,882$2.0M1.3%ETFHighTinley Park, IL2026-10-13
Avior Wealth Management, LLC
8,640$1.9M0.1%ETFMediumOmaha, NE2026-10-13
CoreCap Advisors, LLC
8,582$1.9M0.1%ETFMediumSouthfield, MI2026-10-08
Brookstone Capital Management
8,024$1.8M0.0%ETFMediumWheaton, IL2026-10-22
Virtue Capital Management, LLC
7,871$1.7M0.2%GrowthHighBrentwood, TN2026-10-29
US Bancorp \de\
7,855$1.7M0.0%IndexLowMinneapolis, MN2026-11-05
Evergreen Capital Management LLC
7,680$1.7M0.0%GARPMediumBellevue, WA2026-10-23
Mather Group, Llc.
7,579$1.7M0.0%ETFMediumChicago, IL2026-10-14
TD Waterhouse Canada Inc.
7,246$1.6M0.0%CoreLowToronto, Australia2026-10-16
Apollon Financial, LLC
7,207$1.6M0.2%ETFVery LowMount Pleasant, SC2026-10-23
Constellation Investments, Inc.
7,000$1.5M0.1%ETFVery LowMontgomery, OH2026-10-28
Northern Lights Advisors, Inc.
6,538$1.4M0.8%ETFVery LowSeattle, WA2026-10-21
Intrua Financial, LLC
6,476$1.4M0.1%ETFMediumHouston, TX2026-10-28
Avion Wealth
6,271$1.4K0.0%ETFLowThe Woodlands, TX2026-11-04
Compass Financial Group, Inc
6,214$1.4M0.1%ETFVery LowSioux Falls, SD2026-10-13
Choreo, LLC
6,196$1.4M0.0%IndexLowRockford, IL2026-10-28
Apeiron RIA LLC
6,186$1.4M0.3%ETFMediumDallas, TX2026-10-08
Gemmer Asset Management LLC
6,117$1.3M0.1%ETFLowWalnut Creek, CA2026-10-16
Perennial Advisors, LLC
5,613$1.2M0.2%CoreLowNew York, NY2026-10-13
Diversify Advisory Services, LLC
5,514$1.3M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
5,514$1.3M0.0%GrowthMediumSandy, UT2026-10-20
Capital Advisors Wealth Management, LLC
5,443$1.2M0.1%ETFLowYakima, WA2026-10-09
Bluesphere Advisors LLC
5,424$1.2M0.4%ETFLowEast Norriton, PA2026-10-19
Security Financial Services, Inc.
5,242$1.2M0.2%ETFMediumFort Wayne, IN2026-10-29
KWB Wealth
5,232$1.2M0.1%ETFMediumRedlands, CA2026-10-16
D.A. Davidson & Co.
4,924$1.1M0.0%CoreLowGreat Falls, MT2026-10-28
Visionary Wealth Advisors
4,820$1.1M0.0%ETFLowO'Fallon, IL2026-11-04
Simplicity Wealth,LLC
4,723$1.0M0.0%ETFLowSummit, NJ2026-10-23
Santori & Peters, Inc.
4,652$1.0M0.3%GrowthVery LowCanonsburg, PA2026-10-26
MSH Capital Advisors LLC
4,623$1.0M0.2%CoreLowScottsdale, AZ2026-11-03
Beaumont Asset Management, L.L.C.
4,602$1.0M0.4%ETFLowBeaumont, TX2026-10-16
Independent Financial Group, LLC
4,568$1.0M0.0%GrowthLowSan Diego, CA2026-10-13
Integrity Alliance, Llc.
4,478$986.9K0.0%ETFMediumUrbandale, IA2026-10-29
Wedmont Private Capital
4,333$971.6K0.0%IndexVery LowWest Chester, PA2026-10-09
Soltis Investment Advisors LLC
4,327$953.3K0.0%CoreMediumSt. George, UT2026-10-28
Naples Global Advisors, LLC
4,247$935.8K0.1%CoreVery LowNaples, FL2026-11-05
Northwest Wealth Advisors, LLC
4,124$908.7K0.4%ETFVery LowBellingham, WA2026-11-02
Sherman Wealth Management LLC
4,011$883.7K0.6%ETFLowGaithersburg, MD2026-10-16
Certuity, LLC
3,873$853.4K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Apollon Wealth Management, LLC
3,866$851.7K0.0%GrowthLowMount Pleasant, SC2026-10-23
Silverlake Wealth Management LLC
3,649$803.9K0.1%ETFLowWilliston, VT2026-10-21
Verum Partners LLC
3,435$757.0K0.1%ETFLowCharlotte, NC2026-10-21
WealthCare Investment Partners, LLC
3,408$751.0K0.2%ETFLowPortsmouth, RI2026-11-05
MidAtlantic Capital Management, Inc.
3,387$746.3K0.4%ETFVery LowRichmond, VA2026-11-05
Creekside Partners
3,386$746.0K0.3%ETFVery LowPetaluma, CA2026-11-04
Archer Investment Corp
3,362$740.8K0.1%CoreMediumCarmel, IN2026-11-05
Pinnacle Bancorp, Inc.
3,276$721.8K0.2%CoreVery LowBeatrice, NE2026-10-21
Verus Wealth Management, LLC
3,207$706.6K0.4%ETFLowDe Pere, WI2026-10-13
Magnus Financial Group LLC
3,187$702.3K0.0%ETFLowNew York, NY2026-10-21
RFG Advisory, LLC
3,096$682.1K0.0%ETFMediumBirmingham, AL2026-11-03
Arbor Investment Advisors, LLC
3,045$670.9K0.1%ETFVery LowWinston Salem, NC2026-10-26
Sightline Wealth Advisors, LLC
3,000$661.0K0.3%ETFLowGroton, CT2026-10-21
Lido Advisors, LLC
2,835$624.7K0.0%GrowthLowLos Angeles, CA2026-11-04
Rodgers & Associates, LTD
2,828$623.1K0.1%ETFVery LowLancaster, PA2026-10-20
Signature Estate & Investment Advisors LLC
2,814$620.1K0.0%ETFMediumLos Angeles, CA2026-10-13
BlueChip Wealth Advisors LLC
2,785$613.6K0.2%ETFMediumMilton, GA2026-11-03
Turtle Creek Wealth Advisors, LLC
2,755$607.0K0.0%GrowthLowDallas, TX2026-10-15
M Holdings Securities, Inc.
2,657$6160.0%ETFHighPortland, OR2026-11-03
Creative Financial Designs Inc
2,618$576.8K0.0%ETFMediumKokomo, IN2026-11-04
Shulman DeMeo Asset Management LLC
2,616$582.3K0.1%ETFVery LowLake Success, NY2026-10-09
Assetmark, Inc
2,561$564.3K0.0%ETFLowConcord, CA2026-10-21
Thryve Wealth Management LLC
2,557$563.4K0.3%ETFLowIrving, TX2026-10-09
Affinity Capital Advisors, LLC
2,550$573.8K0.1%ETFLowBerkeley, CA2026-10-13
Pinnacle Financial Group, LLC / IL
2,500$550.9K0.1%ETFVery LowWestern Springs, IL2026-10-29
SBI Securities Co., Ltd.
2,421$533.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Confluence Wealth Services, Inc.
2,346$516.9K0.0%ETFVery LowMcmurray, PA2026-11-05
HB Wealth Management, LLC
2,170$478.2K0.0%IndexVery LowAtlanta, GA2026-10-23
EdgeRock Capital LLC
2,154$474.5K0.1%ETFLowDenver, CO2026-11-03
CapWealth Advisors, LLC
2,117$466.5K0.0%CoreLowFranklin, TN2026-10-05
Walker Asset Management, LLC
2,093$461.2K0.2%CoreVery LowSpringfield, MO2026-10-13
CPC Advisors, LLC
2,079$458.1K0.1%ETFMediumAtlanta, GA2026-10-21
Robertson Stephens Wealth Management, LLC
2,073$456.8K0.0%ETFMediumSan Francisco, CA2026-10-16
Berkshire Money Management, Inc.
2,058$453.5K0.0%ETFMediumDalton, MA2026-10-21
Roberts Wealth Advisors, LLC
2,037$448.8K0.1%GrowthLowPalo Alto, CA2026-10-14
Kingswood Wealth Advisors, LLC
2,023$445.7K0.0%GrowthLowSan Diego, CA2026-10-23
Atria Investments, Inc
2,020$445.0K0.0%CoreMediumCharlotte, NC2026-10-15
Oxler Private Wealth LLC
1,957$431.2K0.1%GrowthVery LowRye Brook, NY2026-10-21
Fairway Wealth LLC
1,895$417.5K0.1%ETFLowIndependence, OH2026-10-30
IFG Advisors, LLC
1,886$415.5K0.1%ETFVery LowSt. Louis, MO2026-10-15
Centurion Wealth Management LLC
1,865$410.9K0.1%ETFMediumMclean, VA2026-10-13
1900 Wealth Management LLC
1,856$408.9K0.0%ETFLowSan Antonio, TX2026-10-13
Guidance Point Advisors, LLC
1,813$399.6K0.1%ETFVery LowWellesley, MA2026-10-15
Calamos Advisors LLC
1,812$399.3K0.0%GrowthMediumNaperville, IL2026-11-02
West Bancorporation Inc
1,725$380.1K0.1%ETFLowWest Des Moines, IA2026-10-29
Park Avenue Securities LLC
1,703$3750.0%ETFMediumNew York, NY2026-10-26
Compound Planning, Inc.
1,679$370.0K0.0%CoreLowNew York, NY2026-11-05
Hardin Capital Partners, LLC
1,657$365.0K0.2%YieldVery LowGreenville, SC2026-10-09
Net Worth Advisory Group
1,649$364.0K0.1%GARPMediumSandy, UT2026-10-20
StoneX Group Inc.
1,648$363.2K0.0%ETFMediumNew York, NY2026-11-03
Lakeside Advisors, Inc.
1,614$355.6K0.2%CoreVery LowSeattle, WA2026-10-20
B. Riley Wealth Advisors, Inc.
1,613$355.4K0.0%GrowthLowMemphis, TN2026-10-13
Traynor Capital Management, Inc.
1,612$355.2K0.0%GrowthLowMalvern, PA2026-10-29
Cassaday & Co Wealth Management LLC
1,586$349.4K0.0%ETFVery LowMclean, VA2026-10-27
Kestra Private Wealth Services, LLC
1,577$347.4K0.0%GrowthLowAustin, TX2026-10-30
Bank of New York Mellon Corp
1,472$324.3K0.0%CoreLowNew York, NY2026-11-05
A4 Wealth Advisors LLC
1,422$313.2K0.2%ETFHighHuntersville, NC2026-10-20
Stone Summit Wealth LLC
1,420$312.9K0.1%ETFLowMiami, FL2026-10-14
Gutierrez Wealth Advisory, LLC
1,378$303.5K0.2%ETFLowLittle Rock, AR2026-11-02
First Heartland Consultants, Inc.
1,363$300.3K0.0%ETFMediumLake St. Louis, MO2026-10-08
Eagle Global Advisors LLC
1,350$297.5K0.0%CoreLowHouston, TX2026-11-02
AA Financial Advisors, LLC
1,337$294.5K0.0%ETFMediumColumbus, OH2026-10-19
Optivise Advisory Services LLC
1,310$288.7K0.1%ETFMediumFranklin, TN2026-10-19
Harbor Investment Advisory, LLC
1,307$288.0K0.0%GrowthLowLutherville, MD2026-10-13
Guardian Wealth Management, Inc.
1,307$288.2K0.1%GARPMediumPeoria, IL2026-10-30
Principle Wealth Partners LLC
1,304$287.5K0.0%CoreVery LowMadison, CT2026-11-02
Citigroup Inc
1,303$287.0K0.0%CoreMediumNew York, NY2026-11-04
Sterling Group Wealth Management, LLC
1,299$286.2K0.1%ETFLowPasadena, CA2026-11-03
Everhart Financial Group, Inc.
1,286$283.4K0.0%ETFLowDublin, OH2026-10-08
Lynch & Associates
1,280$282.0K0.0%CoreVery LowEvansville, IN2026-10-13
Lodestar Private Asset Management LLC
1,250$275.4K0.0%ETFLowAlamo, CA2026-10-26
CIBC Asset Management Inc
1,247$274.8K0.0%GARPLowToronto, South Africa2026-11-05
Verus Capital Partners, LLC
1,243$273.9K0.0%GrowthLowScottsdale, AZ2026-11-03
Kohmann Bosshard Financial Services, LLC
1,219$268.6K0.0%ETFLowFairlawn, OH2026-11-04
Sound Income Strategies, LLC
1,201$269.3K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Legacy Financial Group, Inc.
1,200$264.4K0.1%ETFLowTulsa, OK2026-10-21
Axxcess Wealth Management, LLC
1,187$261.6K0.0%CoreLowCarlsbad, CA2026-10-21
AdvisorNet Financial, Inc
1,185$267.7K0.0%ETFLowMinnetonka, MN2026-10-15
CGN Advisors LLC
1,185$261.1K0.0%ETFLowManhattan, KS2026-10-21
Old North State Wealth Management, LLC
1,176$259.3K0.1%ValueMediumWilmington, NC2026-10-22
Asset Management Advisors, LLC
1,158$255.2K0.1%ValueVery LowOklahoma City, OK2026-10-26
Realta Investment Advisors
1,146$252.5K0.1%GrowthMediumWilmington, DE2026-10-14
Chicago Partners Investment Group LLC
1,138$261.7K0.0%GARPLowChicago, IL2026-10-27
TrueWealth Advisors, LLC
1,133$249.6K0.1%ETFMediumBirmingham, AL2026-10-09
Cutler Investment Counsel LLC
1,128$248.5K0.0%CoreLowJacksonville, OR2026-10-28
Greenwood Gearhart LLC
1,090$240.2K0.0%ETFLowFayetteville, AR2026-11-02
Fearless Solutions, LLC dba Best Invest
1,070$235.8K0.1%ETFLowSan Antonio, TX2026-10-14
Chapin Davis, Inc.
1,047$230.7K0.0%GrowthHighBaltimore, MD2026-10-09
Concurrent Investment Advisors, LLC
1,024$225.8K0.0%GrowthMediumTampa, FL2026-10-16
Pacific Center for Financial Services
1,012$223.0K0.0%ETFMediumDanville, CA2026-10-15
Founders Financial Securities LLC
1,012$223.0K0.0%ETFMediumTowson, MD2026-10-28
Briggs Wealth Management, Inc
1,002$220.8K0.2%ETFLowGlastonbury, CT2026-10-26
Facet Wealth, Inc.
982$216.4K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Johnson Financial Group, LLC
966$212.8K0.0%ETFLowDenver, CO2026-11-03
Alpha Omega Wealth Management LLC
959$211.3K0.0%ValueLowRichmond, VA2026-10-23
Compagnie Lombard Odier SCmA
950$209.3K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Partners Wealth Management, LLC
913$201.1K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Legacy Bridge, LLC
750$165.3K0.1%GrowthVery LowWest Des Moines, IA2026-10-28
Private Trust Co NA
734$161.7K0.0%CoreLowCleveland, OH2026-10-20
Physician Wealth Advisors, Inc.
716$157.8K0.0%ETFMediumMidvale, UT2026-10-20
City State Bank
700$154.2K0.0%GrowthVery LowNorwalk, IA2026-10-20
Nfsg Corp
699$154.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Brown, Lisle Ings, Inc.
635$139.9K0.0%CoreVery LowProvidence, RI2026-10-16
Horizons Wealth Management
622$136.9K0.1%ETFLowAsheville, NC2026-10-05
Ashton Thomas Private Wealth, LLC
602$132.6K0.0%CoreMediumScottsdale, AZ2026-11-03
Abound Wealth Management
568$125.1K0.0%ETFVery LowFranklin, TN2026-10-26
Silver Grove Financial Group, Inc.
563$124.1K0.1%CoreMediumOrchard Park, NY2026-11-05
Cullen T Bankers, Inc.
557$122.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Asset Dedication, LLC
530$116.8K0.0%ETFLowSan Francisco, CA2026-11-03
Lanark Financial, Inc.
502$110.7K0.0%CoreMediumBirmingham, AL2026-10-26
Latitude Advisors, LLC
502$110.6K0.0%ETFLowYorkville, IL2026-10-27
Align Financial, LLC
498$109.7K0.1%ETFVery LowHermantown, MN2026-10-16
Spire Wealth Management
430$94.8K0.0%GrowthMediumMclean, VA2026-10-30
Capital Advisors, Ltd. LLC
429$950.0%ETFLowShaker Heights, OH2026-10-27
Comprehensive Financial Planning, Inc.
413$91.2K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Y.D. More Investments Ltd
388$85.5K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
AlphaCore Capital LLC
385$84.8K0.0%ETFLowLa Jolla, CA2026-11-04
Salomon & Ludwin, LLC
361$79.5K0.0%ETFVery LowRichmond, VA2026-10-29
Bank of New Hampshire
320$70.5K0.0%CoreLowLaconia, NH2026-10-06
Lloyd Advisory Services, Llc.
318$70.1K0.0%ETFVery HighSuwanee, GA2026-11-02
Gilpin Wealth Management, LLC
300$66.1K0.0%GrowthLowDenver, CO2026-10-09
Quaker Wealth Management, LLC
276$60.8K0.0%ETFMediumMoorestown, NJ2026-10-22
Signaturefd, LLC
240$53.0K0.0%IndexLowAtlanta, GA2026-10-23
Versant Capital Management, Inc
233$51.3K0.0%GARPLowPhoenix, AZ2026-10-02
Birch Financial Group, LLC
205$45.2K0.0%CoreLowKeene, NH2026-10-27
Parallel Advisors, LLC
180$39.7K0.0%IndexLowSan Francisco, CA2026-11-03
Root Financial Partners, LLC
173$38.1K0.0%ETFMediumEncinitas, CA2026-10-21
Birchwood Financial Partners, Inc.
168$37.1K0.0%ETFVery LowBloomington, MN2026-11-02
Ascentis Wealth Management, LLC
153$33.7K0.0%Agg GrowthLowDallas, TX2026-11-03
Phillip James Consulting Co.
130$28.6K0.0%ETFVery HighPlymouth, MN2026-11-03
Trust Co of Vermont
130$28.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
Kingdom Financial Group Llc.
121$26.7K0.0%ETFMediumPeoria, AZ2026-11-04
Valley National Advisers Inc
118$26.0K0.0%ETFLowBethlehem, PA2026-10-23
1620 Investment Advisors, Inc.
115$25.3K0.0%ValueLowPlymouth, MA2026-11-04
Beacon Financial Strategies Corp
115$25.3K0.0%ETFVery LowRaleigh, NC2026-10-14
Cape Investment Advisory, Inc.
109$24.1K0.0%ETFLowMcdonough, GA2026-10-13
Wilmington Savings Fund Society, FSB
100$22.0K0.0%CoreLowWilmington, DE2026-10-23
Plante Moran Financial Advisors, LLC
98$21.6K0.0%ETFVery LowSouthfield, MI2026-11-04
Bfsg, LLC
79$17.3K0.0%CoreLowIrvine, CA2026-10-30
Financial Management Professionals, Inc.
74$16.3K0.0%ETFMediumAustin, TX2026-10-23
Jacobi Capital Management LLC
74$16.3K0.0%CoreLowPittston, PA2026-11-05
Westside Investment Management, Inc.
67$14.9K0.0%GrowthLowSanta Monica, CA2026-11-02
Gamma Investing LLC
66$14.5K0.0%IndexVery LowFoster City, CA2026-10-08
Compass Financial Management LLC
61$13.4K0.0%CoreN/ATampa, FL2026-10-30
Ascentis Independent Advisors
52$11.5K0.0%ETFLowDallas, TX2026-11-03
WPG Advisers, LLC
40$8.8K0.0%CoreLowBaltimore, MD2026-10-27
Nemes Rush Group LLC
36$8.0K0.0%CoreVery LowNovi, MI2026-11-04
Friedenthal Financial
34$7.6K0.0%ETFHighMarlton, NJ2026-10-27
Triumph Capital Management
29$6.4K0.0%ETFMediumDenver, CO2026-10-14
Blueline Advisors LLC
21$4.6K0.0%ETFLowExeter, NH2026-10-15
Private Wealth Management Group, LLC
19$4.2K0.0%ETFLowPrinceton, NJ2026-10-19
Key FInancial Inc
10$2.2K0.0%ETFLowWest Chester, PA2026-11-02
Concord Wealth Partners
9$1.9K0.0%GrowthLowAbingdon, VA2026-11-02
Laurel Wealth Advisors LLC
8$1.8K0.0%CoreVery LowCharlotte, NC2026-10-27
GK Wealth Management LLC
6$1.3K0.0%GARPVery HighReno, NV2026-10-09
Parkside Financial Bank & Trust
6$1.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Hughes Financial Services, LLC
6$1.4K0.0%ETFLowHerndon, VA2026-10-30
Larson Financial Group LLC
1$2200.0%GrowthLowSt Louis, MO2026-11-05