IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Vanguard S&P Mid-Cap 400 ETF (IVOO)

CUSIP: 921932885 | NYSE | 670 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Lockheed Martin Investment Management Co516,000
4.5% of portfolio›$62.8M
Warwick Investment Management, Inc.217,102
3.0% of portfolio›$26.4M
Evergreen Capital Management LLC159,713
0.3% of portfolio›$19.4M
Old National Bancorp152,593
0.4% of portfolio›$18.6M
D.A. Davidson & Co.101,463
0.1% of portfolio›$12.4M
Elevation Point Wealth Partners, LLC92,176
0.2% of portfolio›$11.2M
Bryant Woods Investment Advisors, LLC87,403
3.0% of portfolio›$10.6M
Commonwealth Equity Services, LLC76,225
0.0% of portfolio›$9.3M
Cambridge Investment Research Advisors, Inc.73,294
0.0% of portfolio›$8.9K
Violich Capital Management, Inc.55,295
0.7% of portfolio›$6.7M
Sentinel Trust Co LBA54,746
0.0% of portfolio›$6.7K
Lebenthal Global Advisors, LLC49,260
0.8% of portfolio›$6.0M
Kestra Advisory Services, LLC48,998
0.0% of portfolio›$6.0M
Soltis Investment Advisors LLC46,116
0.3% of portfolio›$5.6M
Legacy Solutions, LLC38,126
3.5% of portfolio›$4.6M
Creative Planning36,107
0.0% of portfolio›$4.4M
First American Bank34,486
0.2% of portfolio›$4.2M
Councilor Wealth, LLC31,421
1.6% of portfolio›$3.8M
Phillips Financial Management, LLC30,737
0.3% of portfolio›$3.7M
Coastline Trust Co30,194
0.3% of portfolio›$3.7M
Citigroup Inc30,179
0.0% of portfolio›$3.7M
Truist Financial Corp27,912
0.0% of portfolio›$3.4M
Meitav Investment House LTD27,592
0.0% of portfolio›$3.4M
Schear Investment Advisers, LLC25,191
0.4% of portfolio›$3.1M
Tempo Wealth, LLC25,191
0.4% of portfolio›$3.1M
Fairway Wealth LLC24,569
0.6% of portfolio›$3.0M
SpringVest Wealth Management LLC20,913
1.6% of portfolio›$2.5M
Valpey Financial Services, LLC19,562
1.4% of portfolio›$2.4M
Farther Finance Advisors, LLC19,316
0.0% of portfolio›$2.4M
Pachira Investments Inc.15,926
0.6% of portfolio›$1.9M
Andrews Advisory Associates, LLC15,355
0.9% of portfolio›$1.9M
Klingman & Associates, LLC14,753
0.1% of portfolio›$1.8M
SoundView Advisors Inc.14,431
0.0% of portfolio›$1.8K
Gibraltar Capital Management, Inc.14,120
0.3% of portfolio›$1.7M
Quadrant Capital Group LLC13,613
0.0% of portfolio›$1.7M
Concurrent Investment Advisors, LLC12,558
0.0% of portfolio›$1.5M
Greenleaf Trust12,315
0.0% of portfolio›$1.5M
First Bancorp, Inc11,363
0.6% of portfolio›$1.4M
SAX Wealth Advisors, LLC10,407
0.0% of portfolio›$1.3M
WealthBridge Capital Management, LLC10,351
0.2% of portfolio›$1.3M
Atria Investments, Inc10,351
0.0% of portfolio›$1.3M
Summit Financial Strategies, Inc.9,954
0.1% of portfolio›$1.2M
Keybank National Association9,828
0.0% of portfolio›$1.2M
Vise Technologies, Inc.9,543
0.0% of portfolio›$1.2M
Park Avenue Securities LLC9,358
0.0% of portfolio›$1.1K
Valeo Financial Advisors, LLC9,289
0.0% of portfolio›$1.1M
Base Wealth Management LLC8,226
0.4% of portfolio›$1.0M
Chicago Partners Investment Group LLC7,639
0.0% of portfolio›$936.0K
1834 Investment Advisors Co7,068
0.1% of portfolio›$860.6K
Wealth Enhancement Advisory Services, LLC6,769
0.0% of portfolio›$836.5K
Certified Advisory Corp6,556
0.1% of portfolio›$798.3K
McKinley Carter Wealth Services, Inc.6,452
0.0% of portfolio›$785.6K
Fifth Third Securities, Inc.6,434
0.0% of portfolio›$783.4K
Anson Capital, Inc.6,427
0.5% of portfolio›$782.6K
Walkner Condon Financial Advisors LLC6,412
0.1% of portfolio›$780.7K
Turtle Creek Wealth Advisors, LLC5,906
0.0% of portfolio›$719.1K
Simon Quick Advisors, LLC5,853
0.0% of portfolio›$712.7K
TD Private Client Wealth LLC5,706
0.0% of portfolio›$694.8K
Spire Wealth Management5,700
0.0% of portfolio›$694.0K
Manchester Capital Management LLC5,670
0.1% of portfolio›$690.4K
Iron Financial LLC5,556
0.3% of portfolio›$676.5K
Stordahl Capital Management, Inc.5,525
0.1% of portfolio›$672.7K
Diversify Wealth Management, LLC5,431
0.0% of portfolio›$670.9K
Diversify Advisory Services, LLC5,431
0.0% of portfolio›$670.9K
Grant Street Asset Management, Inc.5,075
0.1% of portfolio›$618.0K
Affiance Financial, LLC5,012
0.1% of portfolio›$610.3K
Flagship Harbor Advisors, LLC4,779
0.0% of portfolio›$581.8K
1900 Wealth Management LLC4,682
0.0% of portfolio›$570.1K
Reflection Asset Management4,382
0.2% of portfolio›$533.5K
AdvisorNet Financial, Inc4,366
0.0% of portfolio›$534.3K
Signature Equity Partners, LLC4,346
0.2% of portfolio›$529.2K
CGN Advisors LLC3,901
0.0% of portfolio›$475.0K
CRA Financial Services, LLC3,836
0.1% of portfolio›$467.1K
Bokf, NA3,413
0.0% of portfolio›$415.6K
Lanark Financial, Inc.3,245
0.0% of portfolio›$395.2K
Sage Mountain Advisors LLC3,226
0.0% of portfolio›$392.8K
Fiduciary Family Office, LLC3,190
0.1% of portfolio›$388.4K
Samalin Investment Counsel, LLC3,177
0.1% of portfolio›$386.8K
Wedbush Securities Inc3,171
0.0% of portfolio›$386
Pinnacle Associates LTD3,151
0.0% of portfolio›$383.7K
Crestwood Advisors Group, LLC3,099
0.0% of portfolio›$377.3K
Waldron Private Wealth LLC3,052
0.0% of portfolio›$371.6K
New England Private Wealth Advisors LLC3,044
0.0% of portfolio›$370.6K
Embree Financial Group2,901
0.0% of portfolio›$353.2K
Tandem Investment Partners LLC2,890
0.3% of portfolio›$351.9K
Choreo, LLC2,878
0.0% of portfolio›$350.5K
Columbia Advisory Partners LLC2,856
0.2% of portfolio›$347.8K
Quadrant Private Wealth Management, LLC2,813
0.0% of portfolio›$342.5K
Kieckhefer Group LLC2,806
0.1% of portfolio›$341.6K
LJI Wealth Management, LLC2,752
0.0% of portfolio›$335.1K
Apollon Wealth Management, LLC2,607
0.0% of portfolio›$317.4K
Essex Bank2,490
0.1% of portfolio›$303.2K
Stage Harbor Financial, LLC2,490
0.2% of portfolio›$303.2K
Chemistry Wealth Management LLC2,370
0.0% of portfolio›$288.6K
McAdam, LLC2,357
0.0% of portfolio›$287.0K
CoreCap Advisors, LLC2,263
0.0% of portfolio›$275.5K
Verum Partners LLC2,243
0.0% of portfolio›$273.2K
Mascagni Wealth Management, Inc.2,229
0.2% of portfolio›$271.5K
Opulen Financial Group LLC2,096
0.2% of portfolio›$255.2K
Eastern Bank2,043
0.0% of portfolio›$248.8K
Smith Thornton Advisors LLC2,000
0.1% of portfolio›$243.5K
Lido Advisors, LLC1,992
0.0% of portfolio›$242.7K
Nicholas Hoffman & Company, Llc.1,989
0.0% of portfolio›$242.2K
Snider Financial Group1,971
0.1% of portfolio›$240.0K
Alliance Wealth Advisors, LLC1,968
0.1% of portfolio›$239.6K
J. Safra Sarasin Holding AG1,922
0.0% of portfolio›$219.7K
Foguth Wealth Management, Llc.1,902
0.0% of portfolio›$232.9K
Parkway Wealth Management Group, LLC1,879
0.0% of portfolio›$228.8K
NorthLanding Financial Partners, LLC1,765
0.2% of portfolio›$214.9K
Sepio Capital, LP1,765
0.0% of portfolio›$214.9K
Williams Jones Wealth Management, Llc.1,751
0.0% of portfolio›$213.2K
Krane Financial Solutions LLC1,747
0.1% of portfolio›$212.7K
Rockingstone Advisors LLC1,740
0.1% of portfolio›$211.9K
First Financial Group Corp1,694
0.2% of portfolio›$206.3K
Grimes & Co Wealth Management, LLC1,655
0.0% of portfolio›$201.5K
Ledgewood Wealth Advisors, LLC1,648
0.1% of portfolio›$200.7K
Cullen T Bankers, Inc.1,476
0.0% of portfolio›$179.7K
Capital Investment Advisory Services, LLC1,465
0.0% of portfolio›$178.4K
Latitude Advisors, LLC1,450
0.1% of portfolio›$176.6K
Cassaday & Co Wealth Management LLC1,299
0.0% of portfolio›$158.2K
IFP Advisors, Inc1,178
0.0% of portfolio›$143.4K
Polaris Financial Partners1,073
0.1% of portfolio›$131
Pinnacle Bancorp, Inc.1,003
0.0% of portfolio›$122.1K
Adkins Seale Capital Management LLC953
0.1% of portfolio›$116.0K
Plante Moran Financial Advisors, LLC950
0.0% of portfolio›$115.7K
Independence Bank of Kentucky948
0.0% of portfolio›$115.4K
Blue Bell Private Wealth Management, LLC724
0.0% of portfolio›$88.2K
Barrett & Company, Inc.622
0.0% of portfolio›$75.7K
Align Financial, LLC572
0.0% of portfolio›$69.6K
Lodestone Wealth Management LLC389
0.0% of portfolio›$47.4K
Assetmark, Inc321
0.0% of portfolio›$39.1K
Archer Investment Corp294
0.0% of portfolio›$35.8K
JFS Wealth Advisors, LLC274
0.0% of portfolio›$33.3K
Ashton Thomas Private Wealth, LLC273
0.0% of portfolio›$33.2K
Trifecta Capital Advisors, LLC258
0.0% of portfolio›$31.4K
EverSource Wealth Advisors, LLC250
0.0% of portfolio›$30.4K
Buck Wealth Strategies, LLC187
0.0% of portfolio›$22.8K
AlphaCore Capital LLC170
0.0% of portfolio›$20.7K
Signaturefd, LLC154
0.0% of portfolio›$18.8K
Harbor Asset Planning, Inc.126
0.0% of portfolio›$15.3K
GHP Investment Advisors, Inc.121
0.0% of portfolio›$14.7K
Blue Trust, Inc.118
0.0% of portfolio›$14.4K
Fortitude Family Office, LLC100
0.0% of portfolio›$12.2K
Abound Wealth Management94
0.0% of portfolio›$11.5K
Bfsg, LLC90
0.0% of portfolio›$11.0K
Parallel Advisors, LLC78
0.0% of portfolio›$9.5K
Key FInancial Inc57
0.0% of portfolio›$6.9K
City State Bank50
0.0% of portfolio›$6.1K
SBI Securities Co., Ltd.43
0.0% of portfolio›$5.2K
Reap Financial Group, LLC40
0.0% of portfolio›$4.9K
Central Pacific Bank - Trust Division26
0.0% of portfolio›$3.2K
Bradley & Co. Private Wealth Management, LLC10
0.0% of portfolio›$1.2K
Gamma Investing LLC10
0.0% of portfolio›$1.2K
Rossby Financial, LCC1
0.0% of portfolio›$122
StyleTurnoverLocationFiled
Lockheed Martin Investment Management Co
516,000$62.8M4.5%GrowthMediumBethesda, MD2026-11-04
Warwick Investment Management, Inc.
217,102$26.4M3.0%ETFLowBryan, TX2026-10-19
Evergreen Capital Management LLC
159,713$19.4M0.3%GARPMediumBellevue, WA2026-10-23
Old National Bancorp
152,593$18.6M0.4%CoreLowEvansville, IN2026-10-20
D.A. Davidson & Co.
101,463$12.4M0.1%CoreLowGreat Falls, MT2026-10-28
Elevation Point Wealth Partners, LLC
92,176$11.2M0.2%CoreHighDenver, CO2026-11-05
Bryant Woods Investment Advisors, LLC
87,403$10.6M3.0%ETFLowGetzville, NY2026-10-26
Commonwealth Equity Services, LLC
76,225$9.3M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
73,294$8.9K0.0%ETFLowFairfield, IA2026-11-02
Violich Capital Management, Inc.
55,295$6.7M0.7%GrowthVery LowMill Valley, CA2026-10-05
Sentinel Trust Co LBA
54,746$6.7K0.0%ETFVery LowHouston, TX2026-11-03
Lebenthal Global Advisors, LLC
49,260$6.0M0.8%ETFMediumHauppauge, NY2026-10-28
Kestra Advisory Services, LLC
48,998$6.0M0.0%CoreLowAustin, TX2026-11-02
Soltis Investment Advisors LLC
46,116$5.6M0.3%CoreMediumSt. George, UT2026-10-28
Legacy Solutions, LLC
38,126$4.6M3.5%ETFLowKennett Square, PA2026-10-07
Creative Planning
36,107$4.4M0.0%IndexVery LowOverland Park, KS2026-11-02
First American Bank
34,486$4.2M0.2%GrowthVery LowDundee, IL2026-10-27
Councilor Wealth, LLC
31,421$3.8M1.6%ETFLowBethesda, MD2026-10-09
Phillips Financial Management, LLC
30,737$3.7M0.3%ETFVery LowFort Wayne, IN2026-10-19
Coastline Trust Co
30,194$3.7M0.3%GrowthVery LowProvidence, RI2026-10-01
Citigroup Inc
30,179$3.7M0.0%CoreMediumNew York, NY2026-11-04
Truist Financial Corp
27,912$3.4M0.0%CoreLowCharlotte, NC2026-10-30
Meitav Investment House LTD
27,592$3.4M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Schear Investment Advisers, LLC
25,191$3.1M0.4%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
25,191$3.1M0.4%Agg GrowthLowIndependence, OH2026-10-14
Fairway Wealth LLC
24,569$3.0M0.6%ETFLowIndependence, OH2026-10-30
SpringVest Wealth Management LLC
20,913$2.5M1.6%ETFLowDallas, TX2026-10-27
Valpey Financial Services, LLC
19,562$2.4M1.4%ETFVery LowConcord, NH2026-10-30
Farther Finance Advisors, LLC
19,316$2.4M0.0%IndexLowSan Francisco, CA2026-10-08
Pachira Investments Inc.
15,926$1.9M0.6%ETFLowDana Point, CA2026-10-14
Andrews Advisory Associates, LLC
15,355$1.9M0.9%ETFLowHonolulu, HI2026-10-15
Klingman & Associates, LLC
14,753$1.8M0.1%ETFVery LowNew York, NY2026-10-20
SoundView Advisors Inc.
14,431$1.8K0.0%ETFMediumOlympia, WA2026-11-04
Gibraltar Capital Management, Inc.
14,120$1.7M0.3%CoreLowTulsa, OK2026-10-27
Quadrant Capital Group LLC
13,613$1.7M0.0%CoreLowCincinnati, OH2026-10-20
Concurrent Investment Advisors, LLC
12,558$1.5M0.0%GrowthMediumTampa, FL2026-10-16
Greenleaf Trust
12,315$1.5M0.0%CoreLowKalamazoo, MI2026-10-29
First Bancorp, Inc
11,363$1.4M0.6%ValueVery LowDamariscotta, ME2026-10-26
SAX Wealth Advisors, LLC
10,407$1.3M0.0%ETFVery LowParsippany, NJ2026-10-13
WealthBridge Capital Management, LLC
10,351$1.3M0.2%ETFLowWesterville, OH2026-10-16
Atria Investments, Inc
10,351$1.3M0.0%CoreMediumCharlotte, NC2026-10-15
Summit Financial Strategies, Inc.
9,954$1.2M0.1%ETFLowColumbus, OH2026-10-14
Keybank National Association
9,828$1.2M0.0%CoreLowBrooklyn, OH2026-11-04
Vise Technologies, Inc.
9,543$1.2M0.0%IndexLowNew York, NY2026-10-29
Park Avenue Securities LLC
9,358$1.1K0.0%ETFMediumNew York, NY2026-10-26
Valeo Financial Advisors, LLC
9,289$1.1M0.0%ETFLowCarmel, IN2026-10-08
Base Wealth Management LLC
8,226$1.0M0.4%ETFMediumLakewood Ranch, FL2026-10-21
Chicago Partners Investment Group LLC
7,639$936.0K0.0%GARPLowChicago, IL2026-10-27
1834 Investment Advisors Co
7,068$860.6K0.1%ValueLowMilwaukee, WI2026-10-16
Wealth Enhancement Advisory Services, LLC
6,769$836.5K0.0%CoreLowPlymouth, MN2026-10-13
Certified Advisory Corp
6,556$798.3K0.1%ETFLowAltamonte Springs, FL2026-10-29
McKinley Carter Wealth Services, Inc.
6,452$785.6K0.0%ETFMediumWheeling, WV2026-10-16
Fifth Third Securities, Inc.
6,434$783.4K0.0%ETFLowCincinnati, OH2026-10-21
Anson Capital, Inc.
6,427$782.6K0.5%ETFLowTyrone, GA2026-10-23
Walkner Condon Financial Advisors LLC
6,412$780.7K0.1%ETFLowVerona, WI2026-11-02
Turtle Creek Wealth Advisors, LLC
5,906$719.1K0.0%GrowthLowDallas, TX2026-10-15
Simon Quick Advisors, LLC
5,853$712.7K0.0%ETFLowMorristown, NJ2026-10-26
TD Private Client Wealth LLC
5,706$694.8K0.0%ETFLowNew York, NY2026-10-28
Spire Wealth Management
5,700$694.0K0.0%GrowthMediumMclean, VA2026-10-30
Manchester Capital Management LLC
5,670$690.4K0.1%CoreLowManchester, VT2026-10-22
Iron Financial LLC
5,556$676.5K0.3%ETFLowNorthbrook, IL2026-10-23
Stordahl Capital Management, Inc.
5,525$672.7K0.1%ETFVery LowGreenwood Village, CO2026-10-22
Diversify Wealth Management, LLC
5,431$670.9K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
5,431$670.9K0.0%GrowthLowSandy, UT2026-10-20
Grant Street Asset Management, Inc.
5,075$618.0K0.1%ETFVery LowCanonsburg, PA2026-10-26
Affiance Financial, LLC
5,012$610.3K0.1%ETFVery LowSt. Louis Park, MN2026-10-15
Flagship Harbor Advisors, LLC
4,779$581.8K0.0%ETFMediumBoston, MA2026-10-26
1900 Wealth Management LLC
4,682$570.1K0.0%ETFLowSan Antonio, TX2026-10-13
Reflection Asset Management
4,382$533.5K0.2%GrowthMediumIsle Of Palms, SC2026-10-28
AdvisorNet Financial, Inc
4,366$534.3K0.0%ETFLowMinnetonka, MN2026-10-15
Signature Equity Partners, LLC
4,346$529.2K0.2%GrowthMediumColumbus, OH2026-10-29
CGN Advisors LLC
3,901$475.0K0.0%ETFLowManhattan, KS2026-10-21
CRA Financial Services, LLC
3,836$467.1K0.1%ETFVery LowNorthfield, NJ2026-10-16
Bokf, NA
3,413$415.6K0.0%CoreLowTulsa, OK2026-10-27
Lanark Financial, Inc.
3,245$395.2K0.0%CoreMediumBirmingham, AL2026-10-26
Sage Mountain Advisors LLC
3,226$392.8K0.0%ETFLowAtlanta, GA2026-11-02
Fiduciary Family Office, LLC
3,190$388.4K0.1%GrowthLowBoca Raton, FL2026-11-04
Samalin Investment Counsel, LLC
3,177$386.8K0.1%YieldMediumChappaqua, NY2026-10-23
Wedbush Securities Inc
3,171$3860.0%CoreLowPasadena, CA2026-10-22
Pinnacle Associates LTD
3,151$383.7K0.0%CoreLowNew York, NY2026-10-20
Crestwood Advisors Group, LLC
3,099$377.3K0.0%GrowthLowBoston, MA2026-10-27
Waldron Private Wealth LLC
3,052$371.6K0.0%ETFVery LowBridgeville, PA2026-11-02
New England Private Wealth Advisors LLC
3,044$370.6K0.0%ETFVery LowWellesley, MA2026-10-19
Embree Financial Group
2,901$353.2K0.0%ETFLowChicago, IL2026-10-22
Tandem Investment Partners LLC
2,890$351.9K0.3%ETFLowBordentown, NJ2026-10-16
Choreo, LLC
2,878$350.5K0.0%IndexLowRockford, IL2026-10-28
Columbia Advisory Partners LLC
2,856$347.8K0.2%ETFMediumSpokane, WA2026-10-15
Quadrant Private Wealth Management, LLC
2,813$342.5K0.0%GrowthLowCenter Valley, PA2026-11-04
Kieckhefer Group LLC
2,806$341.6K0.1%Agg GrowthLowMequon, WI2026-10-13
LJI Wealth Management, LLC
2,752$335.1K0.0%ETFLowIndianapolis, IN2026-10-28
Apollon Wealth Management, LLC
2,607$317.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
Essex Bank
2,490$303.2K0.1%CoreLowEssex, CT2026-10-16
Stage Harbor Financial, LLC
2,490$303.2K0.2%ETFVery LowWestwood, MA2026-11-03
Chemistry Wealth Management LLC
2,370$288.6K0.0%CoreLowNew York, NY2026-10-16
McAdam, LLC
2,357$287.0K0.0%ETFLowPhiladelphia, PA2026-10-21
CoreCap Advisors, LLC
2,263$275.5K0.0%ETFMediumSouthfield, MI2026-10-08
Verum Partners LLC
2,243$273.2K0.0%ETFLowCharlotte, NC2026-10-21
Mascagni Wealth Management, Inc.
2,229$271.5K0.2%ETFLowClinton, MS2026-10-23
Opulen Financial Group LLC
2,096$255.2K0.2%ETFVery LowArlington, VA2026-10-22
Eastern Bank
2,043$248.8K0.0%GrowthMediumBoston, MA2026-10-05
Smith Thornton Advisors LLC
2,000$243.5K0.1%ETFVery LowHuntsville, AL2026-10-16
Lido Advisors, LLC
1,992$242.7K0.0%GrowthLowLos Angeles, CA2026-11-04
Nicholas Hoffman & Company, Llc.
1,989$242.2K0.0%ETFVery LowAtlanta, GA2026-10-30
Snider Financial Group
1,971$240.0K0.1%GrowthLowBellevue, WA2026-10-16
Alliance Wealth Advisors, LLC
1,968$239.6K0.1%CoreVery LowScranton, PA2026-10-14
J. Safra Sarasin Holding AG
1,922$219.7K0.0%CoreMediumBasel, Switzerland2026-10-26
Foguth Wealth Management, Llc.
1,902$232.9K0.0%ETFHighBrighton, MI2026-10-19
Parkway Wealth Management Group, LLC
1,879$228.8K0.0%ETFHighPlano, TX2026-10-20
NorthLanding Financial Partners, LLC
1,765$214.9K0.2%ETFLowRochester, NY2026-10-15
Sepio Capital, LP
1,765$214.9K0.0%ETFLowSalt Lake City, UT2026-10-22
Williams Jones Wealth Management, Llc.
1,751$213.2K0.0%GrowthLowNew York, NY2026-11-05
Krane Financial Solutions LLC
1,747$212.7K0.1%ETFVery LowCalabasas, CA2026-10-30
Rockingstone Advisors LLC
1,740$211.9K0.1%GrowthLowGreat Barrington, MA2026-10-16
First Financial Group Corp
1,694$206.3K0.2%ETFLowRaleigh, NC2026-10-22
Grimes & Co Wealth Management, LLC
1,655$201.5K0.0%CoreLowWestborough, MA2026-10-29
Ledgewood Wealth Advisors, LLC
1,648$200.7K0.1%ETFLowExeter, NH2026-10-09
Cullen T Bankers, Inc.
1,476$179.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Capital Investment Advisory Services, LLC
1,465$178.4K0.0%CoreMediumRaleigh, NC2026-10-30
Latitude Advisors, LLC
1,450$176.6K0.1%ETFLowYorkville, IL2026-10-27
Cassaday & Co Wealth Management LLC
1,299$158.2K0.0%ETFVery LowMclean, VA2026-10-27
IFP Advisors, Inc
1,178$143.4K0.0%GrowthLowTampa, FL2026-10-16
Polaris Financial Partners
1,073$1310.1%GrowthN/AWesterville, OH2026-10-02
Pinnacle Bancorp, Inc.
1,003$122.1K0.0%CoreVery LowBeatrice, NE2026-10-21
Adkins Seale Capital Management LLC
953$116.0K0.1%CoreVery LowShreveport, LA2026-10-27
Plante Moran Financial Advisors, LLC
950$115.7K0.0%ETFVery LowSouthfield, MI2026-11-04
Independence Bank of Kentucky
948$115.4K0.0%GrowthLowOwensboro, KY2026-10-26
Blue Bell Private Wealth Management, LLC
724$88.2K0.0%YieldVery LowBlue Bell, PA2026-10-29
Barrett & Company, Inc.
622$75.7K0.0%ETFLowProvidence, RI2026-10-22
Align Financial, LLC
572$69.6K0.0%ETFVery LowHermantown, MN2026-10-16
Lodestone Wealth Management LLC
389$47.4K0.0%CoreLowSpokane, WA2026-10-14
Assetmark, Inc
321$39.1K0.0%ETFLowConcord, CA2026-10-21
Archer Investment Corp
294$35.8K0.0%CoreMediumCarmel, IN2026-11-05
JFS Wealth Advisors, LLC
274$33.3K0.0%ETFVery LowHermitage, PA2026-11-03
Ashton Thomas Private Wealth, LLC
273$33.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Trifecta Capital Advisors, LLC
258$31.4K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
EverSource Wealth Advisors, LLC
250$30.4K0.0%CoreMediumBirmingham, AL2026-11-04
Buck Wealth Strategies, LLC
187$22.8K0.0%ValueMediumDenver, CO2026-10-28
AlphaCore Capital LLC
170$20.7K0.0%ETFLowLa Jolla, CA2026-11-04
Signaturefd, LLC
154$18.8K0.0%IndexLowAtlanta, GA2026-10-23
Harbor Asset Planning, Inc.
126$15.3K0.0%ETFVery LowBelmont, MA2026-10-23
GHP Investment Advisors, Inc.
121$14.7K0.0%CoreVery LowDenver, CO2026-10-15
Blue Trust, Inc.
118$14.4K0.0%ETFLowBrentwood, TN2026-10-15
Fortitude Family Office, LLC
100$12.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Abound Wealth Management
94$11.5K0.0%ETFVery LowFranklin, TN2026-10-26
Bfsg, LLC
90$11.0K0.0%CoreLowIrvine, CA2026-10-30
Parallel Advisors, LLC
78$9.5K0.0%IndexLowSan Francisco, CA2026-11-03
Key FInancial Inc
57$6.9K0.0%ETFLowWest Chester, PA2026-11-02
City State Bank
50$6.1K0.0%GrowthVery LowNorwalk, IA2026-10-20
SBI Securities Co., Ltd.
43$5.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Reap Financial Group, LLC
40$4.9K0.0%ETFLowAustin, TX2026-11-02
Central Pacific Bank - Trust Division
26$3.2K0.0%CoreMediumHonolulu, HI2026-10-06
Bradley & Co. Private Wealth Management, LLC
10$1.2K0.0%CoreVery LowMiami, FL2026-10-23
Gamma Investing LLC
10$1.2K0.0%IndexVery LowFoster City, CA2026-10-08
Rossby Financial, LCC
1$1220.0%ETFMediumMelbourne, FL2026-11-05