How many institutions own ESGV stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own ESGV shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Vanguard ESG U.S. Stock ETF stock?

SILVER OAK WEALTH ADVISORS SERVICES, LLC, in the last quarter, reduced its stake in ESGV by -2% restricting it's holding to 145.13 thousand shares of worth nearly $19.19M. HUMAN INVESTING LLC also lessened -1.97% of the ESGV shares from its portfolio, reducing its holding to 148.49 thousand shares of worth $19.64M. COMMONWEALTH EQUITY SERVICES, LLC also shunned ESGV shares holding by -2.8% last quarter which brought its holding to 149.05 thousand shares worth $19.71M.

Investors who are buying ESGV stock?

As per its latest 13F filing, ORGEL WEALTH MANAGEMENT, LLC increased its stake in ESGV by 3.66% in the last quarter. The institutional holder raised its holding to 143.19 thousand shares having worth more than $18.94M. ADVISER INVESTMENTS LLC also added 0.3% more shares of ESGV to its portfolio, raising its holding to 164.39 thousand shares of worth $21.74M. DUNDAS PARTNERS LLP also increased its ESGV shares holding by 100% which brought its holding to 164.89 thousand shares worth $21.80M.

ESGV's major insiders: who are they?

The insider with the most stakes in ESGV is N/A , N/A at the company. Additionally, ESGV stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell ESGV stock?

Company executives, directors, and other insiders own N/A percent of Vanguard ESG U.S. Stock ETF's stock. Within the last six months, there have been 0 transaction(s) in which ESGV insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased ESGV stock?

There have been 0 transaction(s) during the past 6-months in which Vanguard ESG U.S. Stock ETF insiders have bought stock, totalling 0 shares

How much of ESGV does insiders own?

Around 0 Vanguard ESG U.S. Stock ETF shares are held by insiders, which represents about N/A of ESGV stock.

Who is the insider with the largest stake?

ESGV N/A, N/A holds the largest portfolio of the company's shares. ESGV shares owned by N/A total nearly -.

Which institution holds the most shares in ESGV?

ORGEL WEALTH MANAGEMENT, LLC is the largest institutional owner in ESGV which holds 143.19 thousand shares worth $18.94M or 0.14% of the total ESGV shares outstanding followed by SILVER OAK WEALTH ADVISORS SERVICES, LLC with ownership of 145.13 thousand shares representing 0.14% of the ESGV ownership. HUMAN INVESTING LLC is the third largest stakeholder with 148.49 thousand shares or 0.15% of the ownership worth more than $19.64M.

Is Vanguard ESG U.S. Stock ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the ESGV is concerned, it is a stock which is optionable.

Is there a short position on ESGV's shares?

Number of ESGV shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding ESGV shares are there?

As of today, null shares of ESGV are outstanding.

Is there many float in ESGV stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, ESGV has null shares in float.

ESGV short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for ESGV is null.

Vanguard ESG US Stock ETF (ESGV) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. ORGEL WEALTH MANAGEMENT, LLC is the top corporate investor, holding 143.19K shares valued at $18.94M. A 0.14% stake in Vanguard ESG U.S. Stock ETF is owned by the company. SILVER OAK WEALTH ADVISORS SERVICES, LLC owns 145.13K shares valued at $19.19M, which translates its holding of 0.14% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ORGEL WEALTH MANAGEMENT, LLC	0.14%	143.19K	18.94M	5.05K	+3.66%
Jun 30, 2026	SILVER OAK WEALTH ADVISORS SERVICES, LLC	0.14%	145.13K	19.19M	-2.97K	-2.00%
Jun 30, 2026	HUMAN INVESTING LLC	0.15%	148.49K	19.64M	-2.98K	-1.97%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	149.05K	19.71M	-4.29K	-2.80%
Jun 30, 2026	ADVISER INVESTMENTS LLC	0.16%	164.39K	21.74M	494	+0.30%
Jun 30, 2026	DUNDAS PARTNERS LLP	0.16%	164.89K	21.8M	164.89K	+100.00%
Jun 30, 2026	CEDAR WEALTH MANAGEMENT, LLC	0.2%	202.19K	26.74M	-79	-0.04%
Jun 30, 2026	MARINER, LLC	0.2%	203.1K	26.86M	24.78K	+13.90%
Jun 30, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.2%	205.82K	27.25M	142.2K	+223.50%
Jun 30, 2026	CERITY PARTNERS LLC	0.22%	225.46K	29.81M	-1.65K	-0.73%
Jun 30, 2026	HANSON & DOREMUS INVESTMENT MANAGEMENT	0.23%	227.64K	30.1M	-212	-0.09%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.23%	230.22K	30.44M	-10.56K	-4.38%
Jun 30, 2026	UBS GROUP AG	0.23%	230.3K	30.46M	-26.79K	-10.42%
Jun 30, 2026	ANGELES INVESTMENT ADVISORS, LLC	0.23%	230.84K	30.53M	44.2K	+23.68%
Jun 30, 2026	GARDE CAPITAL, INC.	0.23%	234.93K	31.07M	-2.82K	-1.19%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.24%	245.1K	32.34M	-10K	-3.92%
Jun 30, 2026	FRANKLIN RESOURCES INC	0.24%	246.82K	32.64M	3.64K	+1.50%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.25%	249.83K	33.04M	3.17K	+1.29%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.29%	290.73K	37.53M	24.94K	+9.38%
Jun 30, 2026	ROYAL BANK OF CANADA	0.48%	487.15K	64.42M	27.9K	+6.08%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.57%	573.33K	75.82M	-4.44K	-0.77%
Jun 30, 2026	BETTERMENT LLC	0.59%	596.07K	78.82M	-8.99K	-1.49%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.66%	667.95K	88.33M	3.37K	+0.51%
Jun 30, 2026		0.17%	170.36K	22.53M	83.73K	+96.66%
Jun 30, 2026	SOUNDWATCH CAPITAL LLC	0.18%	181.43K	23.99M	142.33K	+364.03%
Jun 30, 2026	GEMMER ASSET MANAGEMENT LLC	0.18%	183.34K	24.24M	-284	-0.15%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.19%	191.84K	25.37M	1.65K	+0.87%
Jun 30, 2026	FINANCIAL NETWORK WEALTH MANAGEMENT LLC	0.19%	192.91K	25.51M	7.66K	+4.13%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.16%	165.55K	21.89M	2.14K	+1.31%
Jun 30, 2026	TCG ADVISORY SERVICES, LLC	0.17%	171.32K	22.66M	231	+0.14%
Jun 30, 2026	VERDE CAPITAL MANAGEMENT	0.27%	268.93K	35.56M	-338.21K	-55.71%
Jun 30, 2026	LPL FINANCIAL LLC	0.27%	273.95K	36.23M	13.44K	+5.16%
Jun 30, 2026	SELLWOOD CONSULTING LLC	0.31%	314.33K	41.57M	-21.08K	-6.29%
Jun 30, 2026	SCS CAPITAL MANAGEMENT LLC	0.39%	391.19K	51.73M	652	+0.17%
Jun 30, 2026	APELLA CAPITAL, LLC	0.41%	415.26K	54.93M	1.54K	+0.37%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.44%	442.53K	58.52M	13.81K	+3.22%
Jun 30, 2026	IMPACTFOLIO, LLC	0.49%	499.44K	66.05M	-290	-0.06%
Jun 30, 2026	STANICH GROUP LLC	0.55%	551.41K	72.92M	23.79K	+4.51%
Jun 30, 2026	VISA FOUNDATION	1.09%	1.1M	145.1M	-75.5K	-6.44%
Jun 30, 2026	CREATIVE PLANNING	1.45%	1.47M	193.77M	7.47K	+0.51%
Jun 30, 2026	MORGAN STANLEY	1.7%	1.72M	227.68M	41.42K	+2.47%
Jun 30, 2026	WEALTHFRONT ADVISERS LLC	1.8%	1.82M	240.56M	29.01K	+1.62%
Jun 30, 2026	VANGUARD ADVISERS INC	3.8%	3.84M	508.07M	141.98K	+3.84%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	107.99K	14.28M	-6.36K	-5.57%
Jun 30, 2026	ONE DAY IN JULY LLC	0.11%	112.96K	14.94M	1.21K	+1.09%
Jun 30, 2026	MIRACLE MILE ADVISORS, LLC	0.12%	117.35K	15.52M	-3.44K	-2.85%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.12%	117.58K	15.55M	38.83K	+49.31%
Jun 30, 2026	DIVERSIFIED PORTFOLIOS, INC.	0.12%	121.51K	16.07M	-9.01K	-6.90%
Jun 30, 2026	COLONY GROUP, LLC	0.13%	133.55K	17.66M	-2.77K	-2.03%
Jun 30, 2026	PRIME BUCHHOLZ LLC	0.13%	135.62K	17.93M	42.95K	+46.34%
Jun 30, 2026	CAPROCK GROUP, LLC	0.14%	139.95K	18.51M	4.05K	+2.98%
Jun 30, 2026	LIFEGUIDE FINANCIAL ADVISORS, LLC	0.16%	161.66K	21.38M	6.01K	+3.86%
Jun 30, 2026	REGATTA CAPITAL GROUP, LLC	0.16%	163.72K	21.65M	3.32K	+2.07%
Jun 30, 2026	MATHER GROUP, LLC.	0.32%	321.87K	42.56M	31.48K	+10.84%
Jun 30, 2026	FACET WEALTH, INC.	0.34%	347.43K	45.94M	-11.92K	-3.32%
Jun 30, 2026	PLATT INVESTMENT COUNSEL, LLC	0.35%	348.83K	46.13M	1.62K	+0.47%
Jun 30, 2026	IMA WEALTH, INC.	0.35%	349.46K	46.21M	76.51K	+28.03%
Jun 30, 2026	CREWE ADVISORS LLC	0.36%	364.66K	48.22M	79	+0.02%
Mar 31, 2026	SILVER OAK WEALTH ADVISORS SERVICES, LLC	0.15%	148.1K	16.63M	483	+0.33%
Mar 31, 2026	TCG ADVISORY SERVICES, LLC	0.17%	171.09K	19.21M	281	+0.16%
Mar 31, 2026	MILL CREEK CAPITAL ADVISORS, LLC	0.18%	173.35K	19.46M	10.23K	+6.27%
Mar 31, 2026	MARINER, LLC	0.18%	178.32K	20.02M	28.98K	+19.41%
Mar 31, 2026	CREWE ADVISORS LLC	0.37%	364.58K	40.93M	42.17K	+13.08%
Mar 31, 2026	SCS CAPITAL MANAGEMENT LLC	0.4%	390.53K	43.85M	-2.32K	-0.59%
Mar 31, 2026	APELLA CAPITAL, LLC	0.42%	413.72K	51.56M	169.13K	+69.15%
Mar 31, 2026	IMPACTFOLIO, LLC	0.51%	499.73K	56.1M	-10.96K	-2.15%
Mar 31, 2026	STANICH GROUP LLC	0.53%	527.62K	59.24M	19.5K	+3.84%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.58%	577.77K	64.87M	12.37K	+2.19%
Mar 31, 2026	BETTERMENT LLC	0.61%	605.05K	67.93M	71.37K	+13.37%
Mar 31, 2026	VERDE CAPITAL MANAGEMENT	0.61%	607.14K	68.16M	-1.27K	-0.21%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.67%	664.58K	74.61M	3K	+0.45%
Mar 31, 2026	LEO WEALTH, LLC	0.7%	692.53K	77.75M	-1.64K	-0.24%
Mar 31, 2026	VISA FOUNDATION	1.19%	1.17M	131.66M	0	0
Mar 31, 2026	CREATIVE PLANNING	1.47%	1.46M	163.67M	113.38K	+8.43%
Mar 31, 2026	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.22%	212.73K	23.88M	12.61K	+6.30%
Mar 31, 2026	HUMAN INVESTING LLC	0.15%	151.47K	17.01M	5.57K	+3.82%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	153.34K	17.22M	-5.3K	-3.34%
Mar 31, 2026	LIFEGUIDE FINANCIAL ADVISORS, LLC	0.16%	155.65K	17.48M	7.84K	+5.30%
Mar 31, 2026	REGATTA CAPITAL GROUP, LLC	0.16%	160.4K	18.01M	8.33K	+5.48%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.17%	163.41K	18.35M	-10.45K	-6.01%
Mar 31, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.11%	103.43K	103.43K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.11%	106.7K	11.98M	3.39K	+3.28%
Mar 31, 2026	ONE DAY IN JULY LLC	0.12%	111.75K	12.55M	6.22K	+5.90%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	114.35K	12.84M	2.58K	+2.31%
Mar 31, 2026	MIRACLE MILE ADVISORS, LLC	0.13%	120.79K	13.56M	-2.13K	-1.73%
Mar 31, 2026		0.14%	128.55K	14.43M	3K	+2.39%
Mar 31, 2026	DIVERSIFIED PORTFOLIOS, INC.	0.14%	130.51K	14.65M	4.91K	+3.91%
Mar 31, 2026	ADVISER INVESTMENTS LLC	0.17%	163.9K	18.4M	7.4K	+4.73%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.43%	428.72K	48.13M	14.94K	+3.61%
Mar 31, 2026	MORGAN STANLEY	1.7%	1.68M	188.65M	-387	-0.02%
Mar 31, 2026	WEALTHFRONT ADVISERS LLC	1.81%	1.79M	200.98M	214.53K	+13.62%
Mar 31, 2026	VANGUARD ADVISERS INC	3.74%	3.7M	415.41M	3.7M	+100.00%
Mar 31, 2026	COLONY GROUP, LLC	0.14%	136.32K	15.39M	4.55K	+3.45%
Mar 31, 2026	GEMMER ASSET MANAGEMENT LLC	0.19%	183.63K	20.62M	5.82K	+3.27%
Mar 31, 2026	FINANCIAL NETWORK WEALTH MANAGEMENT LLC	0.19%	185.26K	20.8M	-571	-0.31%
Mar 31, 2026	ANGELES INVESTMENT ADVISORS, LLC	0.19%	186.64K	20.95M	13.77K	+7.96%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.19%	190.19K	21.35M	693	+0.37%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.24%	240.78K	27.03M	57.42K	+31.32%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.25%	243.18K	27.3M	-1.6K	-0.65%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.25%	246.66K	27.69M	-57.34K	-18.86%
Mar 31, 2026	FACET WEALTH, INC.	0.36%	359.35K	40.34M	-13.82K	-3.70%
Mar 31, 2026	CAPROCK GROUP, LLC	0.14%	135.9K	15.26M	-16.67K	-10.92%
Mar 31, 2026	ROYAL BANK OF CANADA	0.46%	459.25K	51.56M	3.19K	+0.70%
Mar 31, 2026	FINANCIAL CONNECTIONS GROUP, INC.	0.17%	166.59K	18.7M	-8.11K	-4.64%
Mar 31, 2026	CEDAR WEALTH MANAGEMENT, LLC	0.2%	202.27K	22.71M	-93	-0.05%
Mar 31, 2026	CERITY PARTNERS LLC	0.23%	227.1K	25.5M	-579	-0.25%
Mar 31, 2026	HANSON & DOREMUS INVESTMENT MANAGEMENT	0.23%	227.86K	25.58M	11.44K	+5.29%
Mar 31, 2026	GARDE CAPITAL, INC.	0.24%	237.75K	26.69M	6.04K	+2.61%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.27%	255.11K	28.64M	-4.36K	-1.68%
Mar 31, 2026	UBS GROUP AG	0.26%	257.1K	28.86M	-8.41K	-3.17%
Mar 31, 2026	LPL FINANCIAL LLC	0.26%	260.52K	29.25M	2.6K	+1.01%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.27%	265.79K	28.96M	36.74K	+16.04%
Mar 31, 2026	IMA WEALTH, INC.	0.28%	272.95K	30.64M	-30	-0.01%
Mar 31, 2026	MATHER GROUP, LLC.	0.29%	290.4K	32.6M	5.84K	+2.05%
Mar 31, 2026	SELLWOOD CONSULTING LLC	0.34%	335.41K	37.66M	11.29K	+3.48%
Mar 31, 2026	PLATT INVESTMENT COUNSEL, LLC	0.35%	347.21K	38.98M	-54.78K	-13.63%
Mar 31, 2026	ORGEL WEALTH MANAGEMENT, LLC	0.14%	138.14K	15.51M	10.25K	+8.01%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.23%	229.04K	27.71M	20.78K	+9.98%
Dec 31, 2025	VANGUARD GROUP INC	3.59%	3.61M	436.28M	126.19K	+3.63%
Dec 31, 2025	MORGAN STANLEY	1.67%	1.68M	203.3M	-3.02K	-0.18%
Dec 31, 2025	WEALTHFRONT ADVISERS LLC	1.6%	1.58M	190.58M	77.84K	+5.20%
Dec 31, 2025	VISA FOUNDATION	1.19%	1.17M	141.85M	0	0
Dec 31, 2025	LEO WEALTH, LLC	0.71%	694.17K	84M	317.06K	+84.08%
Dec 31, 2025	VERDE CAPITAL MANAGEMENT	0.62%	608.41K	73.59M	-1.53K	-0.25%
Dec 31, 2025	CAPROCK GROUP, LLC	0.16%	152.57K	18.45M	-6.44K	-4.05%
Dec 31, 2025	REGATTA CAPITAL GROUP, LLC	0.15%	152.07K	18.39M	2.55K	+1.70%
Dec 31, 2025	MARINER, LLC	0.15%	149.34K	18.06M	27.64K	+22.71%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.11%	103.3K	12.5M	2.88K	+2.86%
Dec 31, 2025	FARRELL FINANCIAL LLC	0.1%	99.92K	12.09M	9.41K	+10.40%
Dec 31, 2025	BETTERMENT LLC	0.53%	533.68K	64.55M	48	+0.01%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.67%	661.59K	80.03M	59.06K	+9.80%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.18%	173.86K	21.03M	13.57K	+8.47%
Dec 31, 2025	PRIME BUCHHOLZ LLC	0.18%	173.45K	20.98M	-6.99K	-3.87%
Dec 31, 2025	ASHFORD ADVISORS, LLC	0.17%	170.24K	20.59M	-2.01K	-1.16%
Dec 31, 2025	DIVERSIFIED PORTFOLIOS, INC.	0.13%	125.61K	15.19M	-1.59K	-1.25%
Dec 31, 2025		0.13%	125.55K	15.19M	-6.6K	-5.00%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	0.13%	122.92K	14.87M	1.32K	+1.08%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	111.77K	13.52M	-12.82K	-10.29%
Dec 31, 2025	ADVISER INVESTMENTS LLC	0.16%	156.51K	18.93M	-14.18K	-8.31%
Dec 31, 2025	CREATIVE PLANNING	1.36%	1.34M	162.62M	112.95K	+9.17%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.56%	565.4K	68.39M	-50.51K	-8.20%
Dec 31, 2025	IMPACTFOLIO, LLC	0.52%	510.69K	61.77M	9.64K	+1.92%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.41%	413.78K	50.05M	-287	-0.07%
Dec 31, 2025	CREWE ADVISORS LLC	0.33%	322.41K	39M	-21	-0.01%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.31%	304K	36.77M	-51.29K	-14.43%
Dec 31, 2025	MATHER GROUP, LLC.	0.28%	284.56K	34.42M	16.76K	+6.26%
Dec 31, 2025	IMA WEALTH, INC.	0.28%	272.98K	33.02M	-1.09K	-0.40%
Dec 31, 2025	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.2%	200.12K	24.21M	137.12K	+217.68%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.19%	189.5K	22.92M	18.96K	+11.12%
Dec 31, 2025	FINANCIAL NETWORK WEALTH MANAGEMENT LLC	0.19%	185.83K	22.48M	-413	-0.22%
Dec 31, 2025	CLARITY ASSET MANAGEMENT, INC.	0.18%	185.14K	22.39M	-19	-0.01%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.18%	183.36K	22.18M	-43.62K	-19.22%
Dec 31, 2025	GEMMER ASSET MANAGEMENT LLC	0.18%	177.81K	21.51M	14.05K	+8.58%
Dec 31, 2025	UBS GROUP AG	0.26%	265.51K	32.12M	4.68K	+1.79%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.26%	259.47K	31.39M	-24.81K	-8.73%
Dec 31, 2025	LPL FINANCIAL LLC	0.26%	257.92K	31.2M	6.5K	+2.58%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.25%	244.78K	29.61M	-5.78K	-2.31%
Dec 31, 2025	APELLA CAPITAL, LLC	0.25%	244.59K	29.59M	139.78K	+133.37%
Dec 31, 2025	GARDE CAPITAL, INC.	0.24%	231.71K	28.03M	-9.61K	-3.98%
Dec 31, 2025	CERITY PARTNERS LLC	0.23%	227.68K	27.54M	7.27K	+3.30%
Dec 31, 2025	HANSON & DOREMUS INVESTMENT MANAGEMENT	0.22%	216.42K	26.18M	-187	-0.09%
Dec 31, 2025	FINANCIAL CONNECTIONS GROUP, INC.	0.18%	174.7K	21.13M	-3.87K	-2.17%
Dec 31, 2025	ANGELES INVESTMENT ADVISORS, LLC	0.18%	172.88K	20.91M	82.68K	+91.67%
Dec 31, 2025	TCG ADVISORY SERVICES, LLC	0.17%	170.81K	20.66M	63.59K	+59.30%
Dec 31, 2025	MILL CREEK CAPITAL ADVISORS, LLC	0.16%	163.12K	19.73M	0	0
Dec 31, 2025	STANICH GROUP LLC	0.52%	508.12K	61.46M	14.69K	+2.98%
Dec 31, 2025	ROYAL BANK OF CANADA	0.45%	456.06K	55.16M	-3.59K	-0.78%
Dec 31, 2025	PLATT INVESTMENT COUNSEL, LLC	0.41%	401.99K	48.63M	791	+0.20%
Dec 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.4%	392.85K	47.52M	-12.81K	-3.16%
Dec 31, 2025	FACET WEALTH, INC.	0.38%	373.17K	45.8M	15.43K	+4.31%
Dec 31, 2025	SELLWOOD CONSULTING LLC	0.33%	324.12K	39.21M	-2.84K	-0.87%
Dec 31, 2025	ONE DAY IN JULY LLC	0.11%	105.53K	12.76M	-10.11K	-8.75%
Dec 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.11%	103.43K	103.43K	0	0
Dec 31, 2025	LIFEGUIDE FINANCIAL ADVISORS, LLC	0.15%	147.81K	17.89M	4.2K	+2.93%
Dec 31, 2025	SILVER OAK WEALTH ADVISORS SERVICES, LLC	0.15%	147.61K	17.86M	-1.45K	-0.97%
Dec 31, 2025	HUMAN INVESTING LLC	0.15%	145.9K	17.65M	1.05K	+0.72%
Dec 31, 2025	COLONY GROUP, LLC	0.13%	131.77K	15.94M	13.38K	+11.30%
Dec 31, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.13%	127.89K	15.47M	-4	0.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	158.63K	19.19M	-16.39K	-9.36%
Dec 31, 2025	CEDAR WEALTH MANAGEMENT, LLC	0.21%	202.37K	24.48M	-186	-0.09%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.42%	414.07K	49.04M	-282	-0.07%
Sep 30, 2025	VISA FOUNDATION	1.19%	1.17M	138.9M	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.63%	615.91K	72.95M	47.84K	+8.42%
Sep 30, 2025	VERDE CAPITAL MANAGEMENT	0.62%	609.94K	72.24M	29.25K	+5.04%
Sep 30, 2025	ROYAL BANK OF CANADA	0.47%	459.65K	54.44M	18.05K	+4.09%
Sep 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.13%	127.89K	15.15M	-76	-0.06%
Sep 30, 2025	IMPACTFOLIO, LLC	0.51%	501.05K	59.34M	5.44K	+1.10%
Sep 30, 2025	CLARITY ASSET MANAGEMENT, INC.	0.19%	185.16K	21.93M	-668	-0.36%
Sep 30, 2025	MATHER GROUP, LLC.	0.27%	267.8K	31.72M	4	0.00%
Sep 30, 2025	LIFEGUIDE FINANCIAL ADVISORS, LLC	0.15%	143.61K	15.72M	-76	-0.05%
Sep 30, 2025	PLATT INVESTMENT COUNSEL, LLC	0.41%	401.2K	47.52M	17.01K	+4.43%
Sep 30, 2025	REGATTA CAPITAL GROUP, LLC	0.15%	149.52K	17.71M	2.11K	+1.43%
Sep 30, 2025	VANGUARD GROUP INC	3.55%	3.48M	412.25M	168.24K	+5.08%
Sep 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.41%	405.66K	48.05M	7	0.00%
Sep 30, 2025	CAPROCK GROUP, LLC	0.16%	159K	18.22M	159K	+100.00%
Sep 30, 2025	MILL CREEK CAPITAL ADVISORS, LLC	0.17%	163.12K	19.32M	-11.29K	-6.47%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0.17%	168.31K	29.73M	168.21K	+158,684.91%
Sep 30, 2025	PRIME BUCHHOLZ LLC	0.18%	180.44K	21.37M	-20.95K	-10.40%
Sep 30, 2025	GARDE CAPITAL, INC.	0.25%	241.32K	28.58M	-7.21K	-2.90%
Sep 30, 2025	SELLWOOD CONSULTING LLC	0.33%	326.96K	38.73M	-7.21K	-2.16%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.17%	170.54K	20.2M	-5.3K	-3.01%
Sep 30, 2025	ADVISER INVESTMENTS LLC	0.17%	170.69K	20.22M	-504	-0.29%
Sep 30, 2025	ASHFORD ADVISORS, LLC	0.18%	172.25K	20.4M	134.35K	+354.47%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	175.02K	20.73M	19.78K	+12.74%
Sep 30, 2025	HUMAN INVESTING LLC	0.15%	144.86K	17.16M	-5.15K	-3.44%
Sep 30, 2025	SILVER OAK WEALTH ADVISORS SERVICES, LLC	0.15%	149.06K	17.65M	193	+0.13%
Sep 30, 2025	FINANCIAL CONNECTIONS GROUP, INC.	0.18%	178.57K	21.15M	5.73K	+3.32%
Sep 30, 2025	FINANCIAL NETWORK WEALTH MANAGEMENT LLC	0.19%	186.24K	22.53M	186.24K	+100.00%
Sep 30, 2025	CEDAR WEALTH MANAGEMENT, LLC	0.21%	202.55K	23.99M	0	0
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.36%	355.28K	42.08M	-40.58K	-10.25%
Sep 30, 2025	FACET WEALTH, INC.	0.36%	357.74K	42.37M	2.73K	+0.77%
Sep 30, 2025	LEO WEALTH, LLC	0.38%	377.11K	44.66M	-301.54K	-44.43%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.16%	160.29K	18.98M	4.87K	+3.13%
Sep 30, 2025	GEMMER ASSET MANAGEMENT LLC	0.17%	163.76K	19.4M	7.92K	+5.08%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.17%	166.8K	19.76M	-21.7K	-11.51%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.21%	208.26K	24.5M	25.5K	+13.95%
Sep 30, 2025	HANSON & DOREMUS INVESTMENT MANAGEMENT	0.22%	216.6K	25.66M	-4.65K	-2.10%
Sep 30, 2025	CERITY PARTNERS LLC	0.22%	220.42K	26.11M	-10.93K	-4.72%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.23%	226.98K	26.88M	-28.47K	-11.15%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.26%	250.56K	29.68M	-8.11K	-3.13%
Sep 30, 2025	LPL FINANCIAL LLC	0.26%	251.42K	29.78M	9.35K	+3.86%
Sep 30, 2025	CREWE ADVISORS LLC	0.33%	322.43K	38.19M	-551	-0.17%
Sep 30, 2025	CREATIVE PLANNING	1.25%	1.23M	145.86M	-45.15K	-3.54%
Sep 30, 2025	MORGAN STANLEY	1.72%	1.68M	199.42M	8.8K	+0.53%
Sep 30, 2025	FARRELL FINANCIAL LLC	0.09%	90.51K	10.72M	1.11K	+1.24%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.09%	91.15K	10.8M	2.37K	+2.66%
Sep 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.1%	98.18K	11.63M	233	+0.24%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.11%	103.43K	103.43K	0	0
Sep 30, 2025	APELLA CAPITAL, LLC	0.11%	104.81K	12.3M	2.6K	+2.54%
Sep 30, 2025		0.13%	132.15K	15.65M	132.15K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.61%	602.53K	71.36M	-14.37K	-2.33%
Sep 30, 2025	BETTERMENT LLC	0.54%	533.63K	63.2M	-23.98K	-4.30%
Sep 30, 2025	STANICH GROUP LLC	0.5%	493.44K	58.45M	4.13K	+0.84%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.29%	284.28K	33.69M	13.15K	+4.85%
Sep 30, 2025	IMA WEALTH, INC.	0.28%	274.08K	32.46M	274.08K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.27%	260.83K	30.89M	-3.79K	-1.43%
Sep 30, 2025	DIVERSIFIED PORTFOLIOS, INC.	0.13%	127.19K	15.06M	-11.4K	-8.23%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	124.59K	14.76M	385	+0.31%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	0.12%	121.6K	14.4M	598	+0.49%
Sep 30, 2025	ONE DAY IN JULY LLC	0.12%	115.64K	13.7M	-4.61K	-3.83%
Sep 30, 2025	TCG ADVISORY SERVICES, LLC	0.11%	107.22K	12.7M	63.66K	+146.16%
Sep 30, 2025	WEALTHFRONT ADVISERS LLC	1.53%	1.5M	177.39M	-24.19K	-1.59%
Jun 30, 2025	CERITY PARTNERS LLC	0.24%	231.34K	25.36M	-743	-0.32%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	124.2K	13.62M	3.72K	+3.09%
Jun 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.14%	127.97K	14.03M	-9.84K	-7.14%
Jun 30, 2025	DIVERSIFIED PORTFOLIOS, INC.	0.15%	138.6K	15.2M	1.09K	+0.79%
Jun 30, 2025	HUMAN INVESTING LLC	0.16%	150.01K	16.5M	3.35K	+2.28%
Jun 30, 2025	GEMMER ASSET MANAGEMENT LLC	0.16%	155.84K	17.09M	10.17K	+6.98%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.19%	175.84K	19.28M	-6.41K	-3.52%
Jun 30, 2025	CREWE ADVISORS LLC	0.34%	322.98K	35.41M	1.07K	+0.33%
Jun 30, 2025	MARINER, LLC	0.13%	122.13K	13.39M	14.4K	+13.37%
Jun 30, 2025	LIFEGUIDE FINANCIAL ADVISORS, LLC	0.15%	143.69K	15.75M	-4.04K	-2.74%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	155.24K	17.02M	-40.28K	-20.60%
Jun 30, 2025	ADVISER INVESTMENTS LLC	0.18%	171.19K	18.77M	-23.84K	-12.22%
Jun 30, 2025	FINANCIAL CONNECTIONS GROUP, INC.	0.18%	172.84K	18.95M	6.3K	+3.78%
Jun 30, 2025	MILL CREEK CAPITAL ADVISORS, LLC	0.18%	174.4K	19.12M	-6.13K	-3.39%
Jun 30, 2025	ANGELES INVESTMENT ADVISORS, LLC	0.25%	232.6K	25.5M	-140.85K	-37.72%
Jun 30, 2025	FACET WEALTH, INC.	0.37%	355.01K	39.74M	7.06K	+2.03%
Jun 30, 2025	ROYAL BANK OF CANADA	0.47%	441.59K	48.42M	15.09K	+3.54%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.09%	81.19K	8.9M	20.64K	+34.09%
Jun 30, 2025	AMG NATIONAL TRUST BANK	0.09%	82.12K	9M	-16	-0.02%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.09%	88.79K	9.73M	917	+1.04%
Jun 30, 2025	FARRELL FINANCIAL LLC	0.09%	89.4K	9.8M	387	+0.43%
Jun 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.1%	97.94K	11.06M	-40.05K	-29.03%
Jun 30, 2025	APELLA CAPITAL, LLC	0.11%	102.21K	11.25M	2.53K	+2.54%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.11%	103.43K	103.43K	0	0
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.12%	114.37K	9.77M	25.29K	+28.39%
Jun 30, 2025	COLONY GROUP, LLC	0.12%	116.6K	12.78M	3.99K	+3.54%
Jun 30, 2025	EVOKE WEALTH, LLC	0.12%	118.31K	12.97M	2.84K	+2.46%
Jun 30, 2025	ONE DAY IN JULY LLC	0.13%	120.25K	13.18M	-15.08K	-11.14%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	0.13%	121K	13.27M	107.38K	+788.54%
Jun 30, 2025	CLARITY ASSET MANAGEMENT, INC.	0.2%	185.83K	20.37M	-10.14K	-5.17%
Jun 30, 2025		0.16%	148.87K	16.32M	-28.23K	-15.94%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.2%	188.5K	20.67M	188.5K	+100.00%
Jun 30, 2025	CEDAR WEALTH MANAGEMENT, LLC	0.21%	202.55K	22.21M	0	0
Jun 30, 2025	IMPACTFOLIO, LLC	0.52%	495.6K	54.34M	26.89K	+5.74%
Jun 30, 2025	REGATTA CAPITAL GROUP, LLC	0.16%	147.41K	16.16M	5.86K	+4.14%
Jun 30, 2025	SILVER OAK WEALTH ADVISORS SERVICES, LLC	0.16%	148.87K	16.32M	-28.23K	-15.94%
Jun 30, 2025	PRIME BUCHHOLZ LLC	0.21%	201.39K	22.08M	83.64K	+71.02%
Jun 30, 2025	LPL FINANCIAL LLC	0.26%	242.07K	26.54M	7.79K	+3.33%
Jun 30, 2025	GARDE CAPITAL, INC.	0.26%	248.53K	27.25M	16.42K	+7.07%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.27%	255.45K	28.01M	1.65K	+0.65%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.27%	258.67K	28.36M	-5.09K	-1.93%
Jun 30, 2025	UBS GROUP AG	0.28%	264.63K	29.01M	-13.65K	-4.90%
Jun 30, 2025	MATHER GROUP, LLC.	0.28%	267.8K	29.36M	20.91K	+8.47%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.29%	271.13K	29.75M	-2.7K	-0.99%
Jun 30, 2025	SELLWOOD CONSULTING LLC	0.35%	334.17K	36.64M	-3.71K	-1.10%
Jun 30, 2025	PLATT INVESTMENT COUNSEL, LLC	0.41%	384.19K	42.12M	-9.78K	-2.48%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.42%	395.86K	43.4M	139.39K	+54.35%
Jun 30, 2025	STANICH GROUP LLC	0.52%	489.31K	54.13M	-53.43K	-9.84%
Jun 30, 2025	BETTERMENT LLC	0.59%	557.61K	61.14M	48.71K	+9.57%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.6%	568.08K	62.28M	-2.74K	-0.48%
Jun 30, 2025	VERDE CAPITAL MANAGEMENT	0.61%	580.68K	63.67M	21.79K	+3.90%
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.43%	405.66K	44.48M	22.94K	+5.99%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.44%	414.35K	45.43M	29.08K	+7.55%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.65%	616.89K	67.64M	111.32K	+22.02%
Jun 30, 2025	LEO WEALTH, LLC	0.72%	678.65K	74.47M	299.2K	+78.85%
Jun 30, 2025	VISA FOUNDATION	1.24%	1.17M	128.58M	-183.54K	-13.53%
Jun 30, 2025	CREATIVE PLANNING	1.35%	1.28M	139.97M	22.74K	+1.81%
Jun 30, 2025	VANGUARD GROUP INC	3.49%	3.31M	363.17M	97.09K	+3.02%
Jun 30, 2025	WEALTHFRONT ADVISERS LLC	1.61%	1.52M	166.86M	19.08K	+1.27%
Jun 30, 2025	MORGAN STANLEY	1.77%	1.67M	183.64M	90	+0.01%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.16%	155.42K	17.04M	-2.74K	-1.73%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.19%	182.76K	19.91M	19.62K	+12.03%
Jun 30, 2025	HANSON & DOREMUS INVESTMENT MANAGEMENT	0.23%	221.25K	24.26M	2.64K	+1.21%
Mar 31, 2025	GEMMER ASSET MANAGEMENT LLC	0.16%	145.67K	14.27M	4.6K	+3.26%
Mar 31, 2025	UBS GROUP AG	0.31%	278.27K	27.26M	-7.18K	-2.51%
Mar 31, 2025	MATHER GROUP, LLC.	0.27%	246.89K	24.18M	-22.82K	-8.46%
Mar 31, 2025	LPL FINANCIAL LLC	0.26%	234.28K	22.95M	3.13K	+1.35%
Mar 31, 2025	GARDE CAPITAL, INC.	0.26%	232.12K	22.74M	16.17K	+7.49%
Mar 31, 2025	REGATTA CAPITAL GROUP, LLC	0.16%	141.54K	13.86M	6.53K	+4.84%
Mar 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.15%	138K	13.52M	306	+0.22%
Mar 31, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.15%	137.81K	13.5M	-66.96K	-32.70%
Mar 31, 2025	CERITY PARTNERS LLC	0.26%	232.08K	22.73M	22.35K	+10.65%
Mar 31, 2025	CREATIVE PLANNING	1.37%	1.25M	122.82M	10.17K	+0.82%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.63%	570.81K	55.91M	69.05K	+13.76%
Mar 31, 2025	VERDE CAPITAL MANAGEMENT	0.62%	558.9K	54.74M	-3.67K	-0.65%
Mar 31, 2025	BETTERMENT LLC	0.56%	508.9K	49.85M	94.88K	+22.92%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.56%	505.58K	49.52M	1.06K	+0.21%
Mar 31, 2025	CLARITY ASSET MANAGEMENT, INC.	0.22%	195.97K	19.2M	30.58K	+18.49%
Mar 31, 2025	HUMAN INVESTING LLC	0.16%	146.66K	14.37M	11.8K	+8.75%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.43%	385.27K	37.74M	-7.4K	-1.88%
Mar 31, 2025	VISA FOUNDATION	1.5%	1.36M	132.85M	-270K	-16.60%
Mar 31, 2025	VANGUARD GROUP INC	3.56%	3.22M	314.94M	148.35K	+4.84%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.2%	182.26K	17.85M	-1.99K	-1.08%
Mar 31, 2025	ROYAL BANK OF CANADA	0.47%	426.51K	41.78M	6.76K	+1.61%
Mar 31, 2025	PLATT INVESTMENT COUNSEL, LLC	0.44%	393.97K	38.59M	14.8K	+3.90%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.29%	263.75K	25.83M	22.01K	+9.11%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.28%	256.48K	25.12M	43.47K	+20.41%
Mar 31, 2025	FINANCIAL NETWORK WEALTH MANAGEMENT LLC	0.28%	254.14K	24.89M	3.05K	+1.22%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.28%	253.8K	24.86M	12.17K	+5.03%
Mar 31, 2025	ADVISER INVESTMENTS LLC	0.22%	195.03K	19.1M	-9.58K	-4.68%
Mar 31, 2025	MILL CREEK CAPITAL ADVISORS, LLC	0.2%	180.53K	17.68M	11.72K	+6.94%
Mar 31, 2025		0.2%	177.09K	17.35M	720	+0.41%
Mar 31, 2025	FINANCIAL CONNECTIONS GROUP, INC.	0.18%	166.54K	16.31M	-175	-0.11%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.18%	163.14K	15.91M	20.72K	+14.55%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.18%	158.16K	15.49M	15.52K	+10.88%
Mar 31, 2025	MORGAN STANLEY	1.86%	1.67M	164.05M	826.79K	+97.49%
Mar 31, 2025	WEALTHFRONT ADVISERS LLC	1.67%	1.5M	147.2M	57.92K	+4.01%
Mar 31, 2025	IMPACTFOLIO, LLC	0.52%	468.71K	45.91M	13.13K	+2.88%
Mar 31, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.49%	440.38K	43.14M	81.56K	+22.73%
Mar 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.42%	382.72K	37.49M	48.98K	+14.68%
Mar 31, 2025	LEO WEALTH, LLC	0.42%	379.45K	37.17M	-314.09K	-45.29%
Mar 31, 2025	ANGELES INVESTMENT ADVISORS, LLC	0.41%	373.45K	36.58M	-75.9K	-16.89%
Mar 31, 2025	FACET WEALTH, INC.	0.39%	347.94K	34.56M	-28.48K	-7.57%
Mar 31, 2025	SELLWOOD CONSULTING LLC	0.37%	337.88K	33.1M	19.02K	+5.96%
Mar 31, 2025	CREWE ADVISORS LLC	0.36%	321.91K	31.53M	10.4K	+3.34%
Mar 31, 2025	HANSON & DOREMUS INVESTMENT MANAGEMENT	0.24%	218.61K	21.41M	323	+0.15%
Mar 31, 2025	CEDAR WEALTH MANAGEMENT, LLC	0.22%	202.55K	19.84M	-3.65K	-1.77%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	195.52K	19.15M	-34.69K	-15.07%
Mar 31, 2025	DOHJ, LLC	0.17%	154.01K	15.09M	11K	+7.69%
Mar 31, 2025	CAPROCK GROUP, LLC	0.17%	149.19K	14.61M	2.82K	+1.93%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.3%	273.83K	26.8M	-31.22K	-10.23%
Mar 31, 2025	LIFEGUIDE FINANCIAL ADVISORS, LLC	0.16%	147.73K	14.47M	2.3K	+1.58%

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