CUSIP 808524730
SCHWAB STRATEGIC TR
414 institutions · $6.45B total · 181,413,696 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 122,959,346 | $4.43B | 67.77% | 2025-12-31 |
| 2 | FMR LLC | 16,575,392 | $597.7M | 9.13% | 2025-12-31 |
| 3 | MORGAN STANLEY | 2,661,772 | $96.0M | 1.46% | 2025-12-31 |
| 4 | VICTORY CAPITAL MANAGEMENT INC | 2,022,130 | $72.9M | 1.11% | 2025-12-31 |
| 5 | Bogart Wealth, LLC | 1,854,014 | $66.9M | 1.02% | 2025-12-31 |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 1,353,682 | $48.8M | 0.74% | 2025-12-31 |
| 7 | BANK OF AMERICA CORP /DE/ | 1,216,774 | $44.0M | 0.67% | 2025-12-31 |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,146,566 | $41.3M | 0.63% | 2025-12-31 |
| 9 | Unison Advisors LLC | 998,564 | $36.0M | 0.55% | 2025-12-31 |
| 10 | WELLS FARGO & COMPANY/MN | 911,738 | $32.9M | 0.50% | 2025-12-31 |
| 11 | Almanack Investment Partners, LLC. | 698,754 | $25.2M | 0.38% | 2025-12-31 |
| 12 | OSAIC HOLDINGS, INC. | 689,375 | $24.9M | 0.38% | 2025-12-31 |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 670,554 | $24.2M | 0.36% | 2025-12-31 |
| 14 | Resonant Capital Advisors, LLC | 639,617 | $23.1M | 0.35% | 2025-12-31 |
| 15 | Kelman-Lazarov, Inc. | 607,762 | $21.9M | 0.33% | 2025-12-31 |
| 16 | AlphaCore Capital LLC | 597,191 | $21.5M | 0.32% | 2025-12-31 |
| 17 | UBS Group AG | 564,918 | $20.4M | 0.31% | 2025-12-31 |
| 18 | ASPIRIANT, LLC | 542,249 | $19.6M | 0.29% | 2025-12-31 |
| 19 | Elgethun Capital Management | 536,745 | $19.4M | 0.29% | 2025-12-31 |
| 20 | Johnson Bixby & Associates, LLC | 533,933 | $19.3M | 0.29% | 2025-12-31 |
| 21 | PRINCIPAL SECURITIES, INC. | 475,659 | $17.2M | 0.26% | 2025-12-31 |
| 22 | Seven Springs Wealth Group, LLC | 453,711 | $16.4M | 0.25% | 2025-12-31 |
| 23 | LPL Financial LLC | 452,853 | $16.3M | 0.24% | 2025-12-31 |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 450,713 | $16.3M | 0.24% | 2025-12-31 |
| 25 | FINANCIAL CONSULATE, INC | 441,510 | $15.9M | 0.24% | 2025-12-31 |
| 26 | HHM Wealth Advisors, LLC | 432,446 | $15.6M | 0.23% | 2025-12-31 |
| 27 | RAYMOND JAMES FINANCIAL INC | 418,055 | $15.1M | 0.23% | 2025-12-31 |
| 28 | Charles Schwab Trust Co | 400,759 | $14.5M | 0.22% | 2025-12-31 |
| 29 | Cornerstone Planning Group LLC | 353,192 | $14.1M | 0.19% | 2025-12-31 |
| 30 | CVA Family Office, LLC | 374,098 | $13.5M | 0.20% | 2025-12-31 |
| 31 | Kathmere Capital Management, LLC | 373,500 | $13.5M | 0.20% | 2025-12-31 |
| 32 | HighTower Advisors, LLC | 364,132 | $13.1M | 0.20% | 2025-12-31 |
| 33 | DROMS STRAUSS ADVISORS INC /MO/ /ADV | 359,798 | $13.0M | 0.19% | 2025-12-31 |
| 34 | MOLLER WEALTH PARTNERS | 353,644 | $12.8M | 0.19% | 2025-12-31 |
| 35 | CABOT WEALTH MANAGEMENT INC | 345,642 | $12.5M | 0.19% | 2025-12-31 |
| 36 | Prairiewood Capital, LLC | 337,231 | $12.2M | 0.18% | 2025-12-31 |
| 37 | Nicholas Hoffman & Company, LLC. | 319,559 | $11.5M | 0.17% | 2025-12-31 |
| 38 | CHILTON CAPITAL MANAGEMENT LLC | 313,614 | $11.3M | 0.17% | 2025-12-31 |
| 39 | COWA, LLC | 311,441 | $11.2M | 0.17% | 2025-12-31 |
| 40 | McAdam, LLC | 311,008 | $11.2M | 0.17% | 2025-12-31 |
| 41 | BALANCED WEALTH GROUP LLC | 292,548 | $10.6M | 0.16% | 2025-12-31 |
| 42 | EXENCIAL WEALTH ADVISORS, LLC | 281,224 | $10.1M | 0.15% | 2025-12-31 |
| 43 | SAX WEALTH ADVISORS, LLC | 271,944 | $9.8M | 0.14% | 2025-12-31 |
| 44 | Sanctuary Advisors, LLC | 271,330 | $9.8M | 0.14% | 2025-12-31 |
| 45 | Cetera Investment Advisers | 257,393 | $9.3M | 0.14% | 2025-12-31 |
| 46 | RHS Financial, LLC | 242,978 | $8.8M | 0.13% | 2025-12-31 |
| 47 | IFG Advisory, LLC | 231,802 | $8.4M | 0.12% | 2025-12-31 |
| 48 | JPMORGAN CHASE & CO | 219,793 | $7.9M | 0.12% | 2025-12-31 |
| 49 | Your Advocates Ltd., LLP | 218,629 | $7.9M | 0.12% | 2025-12-31 |
| 50 | Bell Investment Advisors, Inc | 216,567 | $7.8M | 0.11% | 2025-12-31 |
| 51 | EP Wealth Advisors, LLC | 214,010 | $7.7M | 0.11% | 2025-12-31 |
| 52 | LFA - Lugano Financial Advisors SA | 213,157 | $7.7M | 0.11% | 2025-12-31 |
| 53 | Royal Bank of Canada | 212,776 | $7.7M | 0.11% | 2025-12-31 |
| 54 | Asset Dedication, LLC | 204,549 | $7.4M | 0.11% | 2025-12-31 |
| 55 | Wealth Forward, LLC | 176,303 | $6.4M | 0.09% | 2025-12-31 |
| 56 | Savant Capital, LLC | 176,033 | $6.3M | 0.09% | 2025-12-31 |
| 57 | Creative Planning | 166,880 | $6.0M | 0.09% | 2025-12-31 |
| 58 | ABBINGTON INVESTMENT GROUP | 165,014 | $6.0M | 0.09% | 2025-12-31 |
| 59 | ACCESS FINANCIAL SERVICES, INC. | 161,334 | $5.8M | 0.08% | 2025-12-31 |
| 60 | MAI Capital Management | 160,630 | $5.8M | 0.08% | 2025-12-31 |
| 61 | Concurrent Investment Advisors, LLC | 159,330 | $5.7M | 0.08% | 2025-12-31 |
| 62 | Essex LLC | 158,129 | $5.7M | 0.08% | 2025-12-31 |
| 63 | Laurel Wealth Planning LLC | 157,424 | $5.7M | 0.08% | 2025-12-31 |
| 64 | Westover Capital Advisors, LLC | 153,512 | $5.5M | 0.08% | 2025-12-31 |
| 65 | PLANWISER FINANCIAL, LLC | 151,800 | $5.5M | 0.08% | 2025-12-31 |
| 66 | PERSPECTIVE WEALTH ADVISORS LLC | 151,800 | $5.5M | 0.08% | 2025-12-31 |
| 67 | Cheviot Value Management, LLC | 129,165 | $5.2M | 0.07% | 2025-12-31 |
| 68 | Orion Porfolio Solutions, LLC | 141,478 | $5.1M | 0.07% | 2025-12-31 |
| 69 | Mariner, LLC | 140,927 | $5.1M | 0.07% | 2025-12-31 |
| 70 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 136,061 | $5.1M | 0.07% | 2025-12-31 |
| 71 | Embree Financial Group | 133,367 | $4.8M | 0.07% | 2025-12-31 |
| 72 | Simplicity Wealth,LLC | 133,279 | $4.8M | 0.07% | 2025-12-31 |
| 73 | Etesian Wealth Advisors, Inc. | 131,928 | $4.8M | 0.07% | 2025-12-31 |
| 74 | Alpha Omega Wealth Management LLC | 129,208 | $4.7M | 0.07% | 2025-12-31 |
| 75 | Capital Developers, LLC | 123,784 | $4.5M | 0.06% | 2025-12-31 |
| 76 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 122,793 | $4.4M | 0.06% | 2025-12-31 |
| 77 | Apollon Wealth Management, LLC | 122,685 | $4.4M | 0.06% | 2025-12-31 |
| 78 | NATIONAL BANK OF CANADA /FI/ | 110,651 | $4.0M | 0.06% | 2025-12-31 |
| 79 | Fermata Advisors, LLC | 107,149 | $3.9M | 0.05% | 2025-12-31 |
| 80 | MML INVESTORS SERVICES, LLC | 105,868 | $3.8M | 0.05% | 2025-12-31 |
| 81 | Northland Capital Management LLC | 105,047 | $3.8M | 0.05% | 2025-12-31 |
| 82 | Baird Financial Group, Inc. | 104,513 | $3.8M | 0.05% | 2025-12-31 |
| 83 | SILVER OAK SECURITIES, INCORPORATED | 104,141 | $3.8M | 0.05% | 2025-12-31 |
| 84 | Veridan Wealth LLC | 100,054 | $3.6M | 0.05% | 2025-12-31 |
| 85 | Pinnacle Financial Partners, Inc. | 95,907 | $3.5M | 0.05% | 2025-12-31 |
| 86 | Allen Capital Group, LLC | 95,641 | $3.4M | 0.05% | 2025-12-31 |
| 87 | Focus Partners Wealth | 89,786 | $3.2M | 0.04% | 2025-12-31 |
| 88 | Sensible Money, LLC | 88,571 | $3.2M | 0.04% | 2025-12-31 |
| 89 | MERCER GLOBAL ADVISORS INC /ADV | 84,738 | $3.1M | 0.04% | 2025-12-31 |
| 90 | LEAVELL INVESTMENT MANAGEMENT, INC. | 84,597 | $3.1M | 0.04% | 2025-12-31 |
| 91 | WealthCare Investment Partners, LLC | 82,688 | $3.0M | 0.04% | 2025-12-31 |
| 92 | JOHNSON INVESTMENT COUNSEL INC | 84,015 | $3.0M | 0.04% | 2025-12-31 |
| 93 | CIBC Private Wealth Group LLC | 83,732 | $3.0M | 0.04% | 2025-12-31 |
| 94 | STIFEL FINANCIAL CORP | 82,158 | $3.0M | 0.04% | 2025-12-31 |
| 95 | Waverly Advisors, LLC | 79,203 | $2.9M | 0.04% | 2025-12-31 |
| 96 | Clark Capital Management Group, Inc. | 79,115 | $2.9M | 0.04% | 2025-12-31 |
| 97 | BFI Wealth Solutions, LLC | 78,989 | $2.8M | 0.04% | 2025-12-31 |
| 98 | Advisory Services Network, LLC | 78,847 | $2.8M | 0.04% | 2025-12-31 |
| 99 | Birchwood Financial Partners, Inc. | 75,746 | $2.7M | 0.04% | 2025-12-31 |
| 100 | BCS Wealth Management | 74,359 | $2.7M | 0.04% | 2025-12-31 |
| 101 | Goldstone Financial Group, LLC | 73,387 | $2.6M | 0.04% | 2025-12-31 |
| 102 | CITIGROUP INC | 72,826 | $2.6M | 0.04% | 2025-12-31 |
| 103 | Concord Wealth Partners | 72,663 | $2.6M | 0.04% | 2025-12-31 |
| 104 | Vivaldi Capital Management LP | 71,178 | $2.6M | 0.03% | 2025-12-31 |
| 105 | Quantum Portfolio Management LLC | 69,907 | $2.5M | 0.03% | 2025-12-31 |
| 106 | Asset Allocation Strategies LLC | 69,363 | $2.5M | 0.03% | 2025-12-31 |
| 107 | COLLECTIVE FAMILY OFFICE LLC | 69,098 | $2.5M | 0.03% | 2025-12-31 |
| 108 | TRUST POINT INC. | 68,813 | $2.5M | 0.03% | 2025-12-31 |
| 109 | ASSETMARK, INC | 68,645 | $2.5M | 0.03% | 2025-12-31 |
| 110 | JONES FINANCIAL COMPANIES LLLP | 68,366 | $2.5M | 0.03% | 2025-12-31 |
| 111 | Bleakley Financial Group, LLC | 66,688 | $2.4M | 0.03% | 2025-12-31 |
| 112 | OLD MISSION CAPITAL LLC | 64,390 | $2.3M | 0.03% | 2025-12-31 |
| 113 | Red Tortoise LLC | 62,926 | $2.3M | 0.03% | 2025-12-31 |
| 114 | ERn Financial, LLC | 62,275 | $2.2M | 0.03% | 2025-12-31 |
| 115 | Quantinno Capital Management LP | 61,362 | $2.2M | 0.03% | 2025-12-31 |
| 116 | DRIVE WEALTH MANAGEMENT, LLC | 60,319 | $2.2M | 0.03% | 2025-12-31 |
| 117 | EQ WEALTH ADVISORS, LLC | 59,870 | $2.2M | 0.03% | 2025-12-31 |
| 118 | Sculati Wealth Management, LLC | 58,763 | $2.1M | 0.03% | 2025-12-31 |
| 119 | AQR CAPITAL MANAGEMENT LLC | 58,308 | $2.1M | 0.03% | 2025-12-31 |
| 120 | Centurion Wealth Management LLC | 57,412 | $2.1M | 0.03% | 2025-12-31 |
| 121 | Summit Financial, LLC | 54,109 | $2.0M | 0.02% | 2025-12-31 |
| 122 | FF Advisors,LLC | 50,972 | $1.8M | 0.02% | 2025-12-31 |
| 123 | Perfromance Wealth Partners, LLC | 50,510 | $1.8M | 0.02% | 2025-12-31 |
| 124 | Occidental Asset Management, LLC | 49,643 | $1.8M | 0.02% | 2025-12-31 |
| 125 | Kaizen Financial Strategies | 49,560 | $1.8M | 0.02% | 2025-12-31 |
| 126 | HARBOR ADVISORY CORP /MA/ | 48,443 | $1.7M | 0.02% | 2025-12-31 |
| 127 | CAHILL FINANCIAL ADVISORS INC | 46,948 | $1.7M | 0.02% | 2025-12-31 |
| 128 | Modern Wealth Management, LLC | 45,744 | $1.6M | 0.02% | 2025-12-31 |
| 129 | Johnson & White Wealth Management, LLC | 44,611 | $1.6M | 0.02% | 2025-12-31 |
| 130 | Ackerman Capital Advisors, LLC | 44,525 | $1.6M | 0.02% | 2025-12-31 |
| 131 | BROWN BROTHERS HARRIMAN & CO | 44,168 | $1.6M | 0.02% | 2025-12-31 |
| 132 | Cambridge Financial Group, LLC | 53,836 | $1.6M | 0.02% | 2025-12-31 |
| 133 | Beacon Pointe Advisors, LLC | 43,183 | $1.6M | 0.02% | 2025-12-31 |
| 134 | Brio Consultants, LLC | 42,910 | $1.5M | 0.02% | 2025-12-31 |
| 135 | Cerity Partners LLC | 42,590 | $1.5M | 0.02% | 2025-12-31 |
| 136 | Merit Financial Group, LLC | 42,482 | $1.5M | 0.02% | 2025-12-31 |
| 137 | Main Street Financial Solutions, LLC | 40,990 | $1.5M | 0.02% | 2025-12-31 |
| 138 | HENGEHOLD CAPITAL MANAGEMENT LLC | 40,471 | $1.5M | 0.02% | 2025-12-31 |
| 139 | Whipplewood Advisors, LLC | 40,046 | $1.4M | 0.02% | 2025-12-31 |
| 140 | Ethos Financial Group, LLC | 39,442 | $1.4M | 0.02% | 2025-12-31 |
| 141 | Index Technologies Group LLC | 39,359 | $1.4M | 0.02% | 2025-12-31 |
| 142 | McGrath & Associates, Inc. | 39,100 | $1.4M | 0.02% | 2025-12-31 |
| 143 | Perigon Wealth Management, LLC | 37,725 | $1.4M | 0.02% | 2025-12-31 |
| 144 | SCS Capital Management LLC | 37,373 | $1.3M | 0.02% | 2025-12-31 |
| 145 | 21 West Wealth Management LLC | 37,007 | $1.3M | 0.02% | 2025-12-31 |
| 146 | IFP Advisors, Inc | 35,994 | $1.3M | 0.01% | 2025-12-31 |
| 147 | Breakwater Capital Group | 35,679 | $1.3M | 0.01% | 2025-12-31 |
| 148 | Guardian Financial Partners, LLC | 34,252 | $1.2M | 0.01% | 2025-12-31 |
| 149 | COMERICA BANK | 33,960 | $1.2M | 0.01% | 2025-12-31 |
| 150 | CUTLER INVESTMENT COUNSEL LLC | 30,729 | $1.1M | 0.01% | 2025-12-31 |
| 151 | Austin Private Wealth, LLC | 30,683 | $1.1M | 0.01% | 2025-12-31 |
| 152 | RENAISSANCE TECHNOLOGIES LLC | 29,600 | $1.1M | 0.01% | 2025-12-31 |
| 153 | Corient Private Wealth LLC | 29,538 | $1.1M | 0.01% | 2025-12-31 |
| 154 | MISSION WEALTH MANAGEMENT, LP | 29,478 | $1.1M | 0.01% | 2025-12-31 |
| 155 | Cape Investment Advisory, Inc. | 29,374 | $1.1M | 0.01% | 2025-12-31 |
| 156 | Creekside Partners | 29,363 | $1.1M | 0.01% | 2025-12-31 |
| 157 | Farther Finance Advisors, LLC | 28,592 | $1.0M | 0.01% | 2025-12-31 |
| 158 | Y-Intercept (Hong Kong) Ltd | 28,026 | $1.0M | 0.01% | 2025-12-31 |
| 159 | Trivium Point Advisory, LLC | 28,015 | $1.0M | 0.01% | 2025-12-31 |
| 160 | Forza Wealth Management, LLC | 27,714 | $999.4K | 0.01% | 2025-12-31 |
| 161 | Synergy Asset Management, LLC | 27,705 | $999.0K | 0.01% | 2025-12-31 |
| 162 | Wealthfront Advisers LLC | 27,013 | $974.1K | 0.01% | 2025-12-31 |
| 163 | MorganRosel Wealth Management, LLC | 26,432 | $953.1K | 0.01% | 2025-12-31 |
| 164 | DIVERSIFY WEALTH MANAGEMENT, LLC | 25,348 | $951.8K | 0.01% | 2025-12-31 |
| 165 | Westmount Partners, LLC | 25,957 | $936.0K | 0.01% | 2025-12-31 |
| 166 | Fragasso Financial Advisors Inc | 25,953 | $935.9K | 0.01% | 2025-12-31 |
| 167 | Clarity Retirement & Wealth, LLC | 25,457 | $918.0K | 0.01% | 2025-12-31 |
| 168 | Focus Financial Network, Inc. | 25,345 | $914.0K | 0.01% | 2025-12-31 |
| 169 | Private Advisor Group, LLC | 25,068 | $904.0K | 0.01% | 2025-12-31 |
| 170 | Lee Financial Co | 25,068 | $904.0K | 0.01% | 2025-12-31 |
| 171 | Magnolia Private Wealth, LLC | 23,960 | $864.0K | 0.01% | 2025-12-31 |
| 172 | QRG CAPITAL MANAGEMENT, INC. | 23,684 | $854.0K | 0.01% | 2025-12-31 |
| 173 | Independent Advisor Alliance | 23,415 | $844.3K | 0.01% | 2025-12-31 |
| 174 | Sequoia Financial Advisors, LLC | 23,087 | $832.5K | 0.01% | 2025-12-31 |
| 175 | Brand Asset Management Group, Inc. | 22,298 | $804.1K | 0.01% | 2025-12-31 |
| 176 | Litman Gregory Wealth Management LLC | 22,046 | $795.0K | 0.01% | 2025-12-31 |
| 177 | Firestone Capital Management | 21,678 | $781.7K | 0.01% | 2025-12-31 |
| 178 | SUMMITRY LLC | 21,606 | $779.1K | 0.01% | 2025-12-31 |
| 179 | Stratos Wealth Partners, LTD. | 21,297 | $768.0K | 0.01% | 2025-12-31 |
| 180 | Davidson Kahn Capital Management, LLC | 20,966 | $756.0K | 0.01% | 2025-12-31 |
| 181 | Caerus Investment Advisors, LLC | 19,646 | $708.4K | 0.01% | 2025-12-31 |
| 182 | Bank of New York Mellon Corp | 19,456 | $701.6K | 0.01% | 2025-12-31 |
| 183 | Foster Group, Inc. | 18,881 | $680.9K | 0.01% | 2025-12-31 |
| 184 | Gibson Capital, LLC | 18,393 | $663.3K | 0.01% | 2025-12-31 |
| 185 | Traub Capital Management LLC | 18,197 | $656.2K | 0.01% | 2025-12-31 |
| 186 | Walkner Condon Financial Advisors LLC | 18,194 | $656.1K | 0.01% | 2025-12-31 |
| 187 | Clarity Capital Advisors, LLC | 17,931 | $646.6K | 0.00% | 2025-12-31 |
| 188 | Index Fund Advisors, Inc. | 17,777 | $641.1K | 0.00% | 2025-12-31 |
| 189 | Vise Technologies, Inc. | 17,222 | $621.0K | 0.00% | 2025-12-31 |
| 190 | RIVERCHASE WEALTH MANAGEMENT, LLC | 17,041 | $614.5K | 0.00% | 2025-12-31 |
| 191 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 16,890 | $609.1K | 0.00% | 2025-12-31 |
| 192 | Caprock Group, LLC | 16,380 | $590.7K | 0.00% | 2025-12-31 |
| 193 | Atria Investments, Inc | 16,135 | $581.8K | 0.00% | 2025-12-31 |
| 194 | CAPTRUST FINANCIAL ADVISORS | 15,786 | $569.3K | 0.00% | 2025-12-31 |
| 195 | Tempus Wealth Planning, LLC | 15,513 | $559.4K | 0.00% | 2025-12-31 |
| 196 | Tumwater Wealth Management, LLC | 15,233 | $549.3K | 0.00% | 2025-12-31 |
| 197 | Balentine LLC | 15,147 | $546.2K | 0.00% | 2025-12-31 |
| 198 | Bond & Devick Financial Network, Inc. | 15,080 | $543.8K | 0.00% | 2025-12-31 |
| 199 | Wedmont Private Capital | 14,608 | $540.7K | 0.00% | 2025-12-31 |
| 200 | Rockefeller Capital Management L.P. | 14,383 | $518.7K | 0.00% | 2025-12-31 |
| 201 | Global Retirement Partners, LLC | 14,320 | $516.4K | 0.00% | 2025-12-31 |
| 202 | Bangor Savings Bank | 14,054 | $506.8K | 0.00% | 2025-12-31 |
| 203 | Abel Hall, LLC | 13,946 | $502.9K | 0.00% | 2025-12-31 |
| 204 | Root Financial Partners, LLC | 13,675 | $493.1K | 0.00% | 2025-12-31 |
| 205 | SAXON INTERESTS, INC. | 13,595 | $490.2K | 0.00% | 2025-12-31 |
| 206 | Kestra Advisory Services, LLC | 13,475 | $485.9K | 0.00% | 2025-12-31 |
| 207 | Argos Wealth Advisors, LLC | 12,939 | $466.6K | 0.00% | 2025-12-31 |
| 208 | SouthState Corp | 12,894 | $465.0K | 0.00% | 2025-12-31 |
| 209 | Aspiring Ventures, LLC | 12,840 | $463.0K | 0.00% | 2025-12-31 |
| 210 | Lido Advisors, LLC | 12,397 | $448.1K | 0.00% | 2025-12-31 |
| 211 | Clearview Wealth Advisors LLC | 12,421 | $447.9K | 0.00% | 2025-12-31 |
| 212 | BANK OF MONTREAL /CAN/ | 11,902 | $429.2K | 0.00% | 2025-12-31 |
| 213 | Savvy Advisors, Inc. | 11,691 | $421.6K | 0.00% | 2025-12-31 |
| 214 | KINGSWOOD WEALTH ADVISORS, LLC | 11,279 | $406.7K | 0.00% | 2025-12-31 |
| 215 | First County Bank /CT/ | 10,703 | $385.9K | 0.00% | 2025-12-31 |
| 216 | HUB Investment Partners, LLC | 10,596 | $382.1K | 0.00% | 2025-12-31 |
| 217 | Verum Partners LLC | 10,479 | $377.9K | 0.00% | 2025-12-31 |
| 218 | REDW Wealth LLC | 10,472 | $377.6K | 0.00% | 2025-12-31 |
| 219 | Quadrature Capital Ltd | 10,435 | $376.3K | 0.00% | 2025-12-31 |
| 220 | Berger Financial Group, Inc | 10,337 | $372.7K | 0.00% | 2025-12-31 |
| 221 | World Investment Advisors | 10,515 | $371.8K | 0.00% | 2025-12-31 |
| 222 | Financial Freedom, LLC | 9,891 | $356.7K | 0.00% | 2025-12-31 |
| 223 | Equitable Holdings, Inc. | 9,850 | $355.2K | 0.00% | 2025-12-31 |
| 224 | SageView Advisory Group, LLC | 9,833 | $354.6K | 0.00% | 2025-12-31 |
| 225 | Waterfront Wealth Inc. | 9,088 | $354.4K | 0.00% | 2025-12-31 |
| 226 | IEQ CAPITAL, LLC | 9,809 | $353.7K | 0.00% | 2025-12-31 |
| 227 | Colonial Trust Advisors | 9,785 | $352.8K | 0.00% | 2025-12-31 |
| 228 | Strata Wealth Advisors, LLC | 9,508 | $342.9K | 0.00% | 2025-12-31 |
| 229 | PARSONS CAPITAL MANAGEMENT INC/RI | 9,291 | $335.0K | 0.00% | 2025-12-31 |
| 230 | Allworth Financial LP | 9,261 | $333.9K | 0.00% | 2025-12-31 |
| 231 | Focus Partners Advisor Solutions, LLC | 9,253 | $333.7K | 0.00% | 2025-12-31 |
| 232 | Coastwise Capital Group, LLC | 9,055 | $326.5K | 0.00% | 2025-12-31 |
| 233 | Gallagher Fiduciary Advisors, LLC | 9,021 | $325.3K | 0.00% | 2025-12-31 |
| 234 | AdvisorNet Financial, Inc | 8,959 | $323.1K | 0.00% | 2025-12-31 |
| 235 | Advyzon Investment Management, LLC | 8,797 | $317.2K | 0.00% | 2025-12-31 |
| 236 | Larson Financial Group LLC | 8,782 | $316.7K | 0.00% | 2025-12-31 |
| 237 | LBMC INVESTMENT ADVISORS, LLC | 8,735 | $315.0K | 0.00% | 2025-12-31 |
| 238 | Miracle Mile Advisors, LLC | 8,581 | $309.4K | 0.00% | 2025-12-31 |
| 239 | Trilogy Capital Inc. | 8,498 | $306.4K | 0.00% | 2025-12-31 |
| 240 | Parallel Advisors, LLC | 8,403 | $303.0K | 0.00% | 2025-12-31 |
| 241 | Freestone Capital Holdings, LLC | 8,271 | $298.3K | 0.00% | 2025-12-31 |
| 242 | OneDigital Investment Advisors LLC | 8,231 | $296.8K | 0.00% | 2025-12-31 |
| 243 | Golden Bell Financial Planning LLC | 8,111 | $292.5K | 0.00% | 2025-12-31 |
| 244 | LongView Wealth Management | 7,637 | $287.0K | 0.00% | 2025-12-31 |
| 245 | MONETA GROUP INVESTMENT ADVISORS LLC | 7,793 | $281.0K | 0.00% | 2025-12-31 |
| 246 | Timmons Wealth Management, LLC | 7,777 | $280.4K | 0.00% | 2025-12-31 |
| 247 | NAPLES GLOBAL ADVISORS, LLC | 7,710 | $278.0K | 0.00% | 2025-12-31 |
| 248 | INTEGRITY ALLIANCE, LLC. | 7,689 | $277.3K | 0.00% | 2025-12-31 |
| 249 | Ballast Financial Advisors LLC | 7,508 | $270.7K | 0.00% | 2025-12-31 |
| 250 | D'Orazio & Associates, Inc. | 7,431 | $268.0K | 0.00% | 2025-12-31 |
| 251 | Steward Partners Investment Advisory, LLC | 7,376 | $266.0K | 0.00% | 2025-12-31 |
| 252 | New England Private Wealth Advisors LLC | 7,367 | $265.6K | 0.00% | 2025-12-31 |
| 253 | OARSMAN CAPITAL, INC. | 7,365 | $265.6K | 0.00% | 2025-12-31 |
| 254 | Shared Vision Wealth Group LLC | 6,794 | $264.8K | 0.00% | 2025-12-31 |
| 255 | Pinnacle Wealth Management, LLC | 7,307 | $263.5K | 0.00% | 2025-12-31 |
| 256 | Financial Synergies Wealth Advisors, Inc. | 7,166 | $258.4K | 0.00% | 2025-12-31 |
| 257 | Capital Advisors Wealth Management, LLC | 6,989 | $252.0K | 0.00% | 2025-12-31 |
| 258 | BlackRock, Inc. | 6,794 | $245.0K | 0.00% | 2025-12-31 |
| 259 | Envestnet Portfolio Solutions, Inc. | 6,762 | $243.8K | 0.00% | 2025-12-31 |
| 260 | Bedminster, LLC | 6,755 | $243.6K | 0.00% | 2025-12-31 |
| 261 | TRUIST FINANCIAL CORP | 6,702 | $241.7K | 0.00% | 2025-12-31 |
| 262 | CWA Asset Management Group, LLC | 6,695 | $241.4K | 0.00% | 2025-12-31 |
| 263 | SEI INVESTMENTS CO | 6,595 | $237.8K | 0.00% | 2025-12-31 |
| 264 | Price Financial Group Wealth Management, Inc | 6,143 | $233.5K | 0.00% | 2025-12-31 |
| 265 | Brookstone Capital Management | 6,439 | $232.2K | 0.00% | 2025-12-31 |
| 266 | Certified Advisory Corp | 6,366 | $229.5K | 0.00% | 2025-12-31 |
| 267 | McCartney Wealth Management LLC | 6,354 | $229.1K | 0.00% | 2025-12-31 |
| 268 | Crescent Grove Advisors, LLC | 6,245 | $225.2K | 0.00% | 2025-12-31 |
| 269 | QUADRANT CAPITAL GROUP LLC | 6,241 | $225.1K | 0.00% | 2025-12-31 |
| 270 | Intelligence Driven Advisers, LLC | 6,197 | $223.5K | 0.00% | 2025-12-31 |
| 271 | Symphony Financial, Ltd. Co. | 5,874 | $211.8K | 0.00% | 2025-12-31 |
| 272 | Foundations Investment Advisors, LLC | 5,860 | $211.3K | 0.00% | 2025-12-31 |
| 273 | Directional Asset Management | 5,765 | $207.9K | 0.00% | 2025-12-31 |
| 274 | Equita Financial Network, Inc. | 5,718 | $206.2K | 0.00% | 2025-12-31 |
| 275 | Aptus Capital Advisors, LLC | 5,580 | $201.2K | 0.00% | 2025-12-31 |
| 276 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5,396 | $194.6K | 0.00% | 2025-12-31 |
| 277 | WealthCollab, LLC | 5,239 | $188.9K | 0.00% | 2025-12-31 |
| 278 | HARBOUR INVESTMENTS, INC. | 4,837 | $174.4K | 0.00% | 2025-12-31 |
| 279 | Frazier Financial Advisors, LLC | 4,745 | $171.1K | 0.00% | 2025-12-31 |
| 280 | VAN DEN BERG MANAGEMENT I, INC | 4,258 | $153.5K | 0.00% | 2025-12-31 |
| 281 | Ancora Advisors LLC | 4,131 | $149.0K | 0.00% | 2025-12-31 |
| 282 | Vermillion Wealth Management, Inc. | 3,869 | $139.5K | 0.00% | 2025-12-31 |
| 283 | FIFTH THIRD BANCORP | 3,826 | $138.0K | 0.00% | 2025-12-31 |
| 284 | ELEVATION WEALTH PARTNERS, LLC | 3,720 | $134.1K | 0.00% | 2025-12-31 |
| 285 | MCF Advisors LLC | 3,702 | $133.5K | 0.00% | 2025-12-31 |
| 286 | Arax Advisory Partners | 3,635 | $131.1K | 0.00% | 2025-12-31 |
| 287 | Clearstead Advisors, LLC | 3,607 | $130.1K | 0.00% | 2025-12-31 |
| 288 | SIGNATUREFD, LLC | 3,320 | $119.7K | 0.00% | 2025-12-31 |
| 289 | Millstone Evans Group, LLC | 3,303 | $119.1K | 0.00% | 2025-12-31 |
| 290 | MASECO LLP | 3,247 | $117.2K | 0.00% | 2025-12-31 |
| 291 | Versant Capital Management, Inc | 3,172 | $114.4K | 0.00% | 2025-12-31 |
| 292 | Capital Investment Advisory Services, LLC | 3,108 | $112.1K | 0.00% | 2025-12-31 |
| 293 | CoreCap Advisors, LLC | 3,047 | $109.9K | 0.00% | 2025-12-31 |
| 294 | US BANCORP \DE\ | 2,862 | $103.2K | 0.00% | 2025-12-31 |
| 295 | Activest Wealth Management | 2,837 | $102.3K | 0.00% | 2025-12-31 |
| 296 | FRANKLIN RESOURCES INC | 2,800 | $101.0K | 0.00% | 2025-12-31 |
| 297 | ANGELES WEALTH MANAGEMENT, LLC | 2,800 | $101.0K | 0.00% | 2025-12-31 |
| 298 | Integrity Financial Corp /WA | 2,799 | $100.9K | 0.00% | 2025-12-31 |
| 299 | MORRIS FINANCIAL CONCEPTS, INC. | 2,768 | $99.8K | 0.00% | 2025-12-31 |
| 300 | AE Wealth Management LLC | 2,660 | $95.9K | 0.00% | 2025-12-31 |
| 301 | Abound Wealth Management | 2,580 | $93.0K | 0.00% | 2025-12-31 |
| 302 | ASHTON THOMAS SECURITIES, LLC | 2,514 | $90.7K | 0.00% | 2025-12-31 |
| 303 | HM PAYSON & CO | 2,500 | $90.2K | 0.00% | 2025-12-31 |
| 304 | HUNTINGTON NATIONAL BANK | 2,456 | $88.6K | 0.00% | 2025-12-31 |
| 305 | Glass Jacobson Investment Advisors llc | 2,312 | $83.4K | 0.00% | 2025-12-31 |
| 306 | Breakwater Investment Management | 2,236 | $80.6K | 0.00% | 2025-12-31 |
| 307 | TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 2,193 | $79.1K | 0.00% | 2025-12-31 |
| 308 | Murphy & Mullick Capital Management Corp | 1,653 | $59.6K | 0.00% | 2025-12-31 |
| 309 | Fairway Wealth LLC | 1,652 | $59.6K | 0.00% | 2025-12-31 |
| 310 | HOWE & RUSLING INC | 1,513 | $54.6K | 0.00% | 2025-12-31 |
| 311 | Rossby Financial, LCC | 1,487 | $53.6K | 0.00% | 2025-12-31 |
| 312 | Operose Advisors LLC | 1,424 | $51.4K | 0.00% | 2025-12-31 |
| 313 | HOEY INVESTMENTS, INC | 1,422 | $51.3K | 0.00% | 2025-12-31 |
| 314 | FLAGSHIP HARBOR ADVISORS, LLC | 1,326 | $47.8K | 0.00% | 2025-12-31 |
| 315 | Triumph Capital Management | 1,266 | $45.7K | 0.00% | 2025-12-31 |
| 316 | FOSTER & MOTLEY INC | 1,264,195 | $45.6K | 0.69% | 2025-12-31 |
| 317 | Steigerwald, Gordon & Koch Inc. | 1,218 | $43.9K | 0.00% | 2025-12-31 |
| 318 | Colonial Trust Co / SC | 1,147 | $41.4K | 0.00% | 2025-12-31 |
| 319 | PFS Partners, LLC | 1,117 | $40.3K | 0.00% | 2025-12-31 |
| 320 | GLENMEDE TRUST CO NA | 1,083 | $39.1K | 0.00% | 2025-12-31 |
| 321 | SYM FINANCIAL Corp | 1,066 | $38.4K | 0.00% | 2025-12-31 |
| 322 | Russell Investments Group, Ltd. | 1,046 | $37.7K | 0.00% | 2025-12-31 |
| 323 | NewEdge Advisors, LLC | 969 | $34.9K | 0.00% | 2025-12-31 |
| 324 | CREATIVE FINANCIAL DESIGNS INC /ADV | 939 | $33.9K | 0.00% | 2025-12-31 |
| 325 | FAS Wealth Partners, Inc. | 931 | $33.6K | 0.00% | 2025-12-31 |
| 326 | NBC SECURITIES, INC. | 883 | $31.8K | 0.00% | 2025-12-31 |
| 327 | Hamilton Point Investment Advisors, LLC | 835 | $30.1K | 0.00% | 2025-12-31 |
| 328 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 808 | $29.1K | 0.00% | 2025-12-31 |
| 329 | Pflug Koory, LLC | 799 | $28.8K | 0.00% | 2025-12-31 |
| 330 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 745 | $26.9K | 0.00% | 2025-12-31 |
| 331 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 706 | $25.5K | 0.00% | 2025-12-31 |
| 332 | Morningstar Investment Management LLC | 700,890 | $25.3K | 0.38% | 2025-12-31 |
| 333 | DELTA ASSET MANAGEMENT LLC/TN | 692 | $24.9K | 0.00% | 2025-12-31 |
| 334 | Geneos Wealth Management Inc. | 673 | $24.3K | 0.00% | 2025-12-31 |
| 335 | BALLAST ADVISORS LLC | 663 | $23.9K | 0.00% | 2025-12-31 |
| 336 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 632 | $22.8K | 0.00% | 2025-12-31 |
| 337 | Spire Wealth Management | 627 | $22.6K | 0.00% | 2025-12-31 |
| 338 | Smartleaf Asset Management LLC | 599 | $21.7K | 0.00% | 2025-12-31 |
| 339 | DHJJ Financial Advisors, Ltd. | 560 | $20.2K | 0.00% | 2025-12-31 |
| 340 | Empowered Funds, LLC | 555 | $20.0K | 0.00% | 2025-12-31 |
| 341 | Noble Wealth Management PBC | 540 | $19.5K | 0.00% | 2025-12-31 |
| 342 | SJS Investment Consulting Inc. | 538 | $19.4K | 0.00% | 2025-12-31 |
| 343 | First Command Advisory Services, Inc. | 537 | $19.4K | 0.00% | 2025-12-31 |
| 344 | Physician Wealth Advisors, Inc. | 535 | $19.3K | 0.00% | 2025-12-31 |
| 345 | TUCKER ASSET MANAGEMENT LLC | 501 | $18.1K | 0.00% | 2025-12-31 |
| 346 | Cambridge Investment Research Advisors, Inc. | 493,636 | $17.8K | 0.27% | 2025-12-31 |
| 347 | GODSEY & GIBB, INC | 461 | $16.6K | 0.00% | 2025-12-31 |
| 348 | Harbor Asset Planning, Inc. | 424 | $15.3K | 0.00% | 2025-12-31 |
| 349 | Dunhill Financial, LLC | 404 | $14.6K | 0.00% | 2025-12-31 |
| 350 | Key Financial Inc | 397 | $14.3K | 0.00% | 2025-12-31 |
| 351 | MidAtlantic Capital Management, Inc. | 388 | $14.0K | 0.00% | 2025-12-31 |
| 352 | Atlantic Union Bankshares Corp | 380 | $13.7K | 0.00% | 2025-12-31 |
| 353 | 1620 INVESTMENT ADVISORS, INC. | 379 | $13.7K | 0.00% | 2025-12-31 |
| 354 | Barnes Dennig Private Wealth Management LLC | 364 | $13.1K | 0.00% | 2025-12-31 |
| 355 | Plante Moran Financial Advisors, LLC | 324 | $11.7K | 0.00% | 2025-12-31 |
| 356 | Salomon & Ludwin, LLC | 312 | $11.5K | 0.00% | 2025-12-31 |
| 357 | Cherry Tree Wealth Management, LLC | 316 | $11.4K | 0.00% | 2025-12-31 |
| 358 | EverSource Wealth Advisors, LLC | 299 | $10.8K | 0.00% | 2025-12-31 |
| 359 | Kohmann Bosshard Financial Services, LLC | 290 | $10.5K | 0.00% | 2025-12-31 |
| 360 | Sunbelt Securities, Inc. | 270 | $9.7K | 0.00% | 2025-12-31 |
| 361 | Archer Investment Corp | 265 | $9.5K | 0.00% | 2025-12-31 |
| 362 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | 254 | $9.2K | 0.00% | 2025-12-31 |
| 363 | Glen Eagle Advisors, LLC | 250 | $9.0K | 0.00% | 2025-12-31 |
| 364 | Kingdom Financial Group LLC. | 248 | $8.9K | 0.00% | 2025-12-31 |
| 365 | Creative Capital Management Investments LLC | 232 | $8.4K | 0.00% | 2025-12-31 |
| 366 | MARYLAND CAPITAL ADVISORS INC. | 231 | $8.3K | 0.00% | 2025-12-31 |
| 367 | JFS WEALTH ADVISORS, LLC | 200 | $7.2K | 0.00% | 2025-12-31 |
| 368 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 196 | $7.1K | 0.00% | 2025-12-31 |
| 369 | West Branch Capital LLC | 185 | $6.7K | 0.00% | 2025-12-31 |
| 370 | Qube Research & Technologies Ltd | 181 | $6.5K | 0.00% | 2025-12-31 |
| 371 | WOLFF WIESE MAGANA LLC | 175 | $6.3K | 0.00% | 2025-12-31 |
| 372 | Rialto Wealth Management, LLC | 162 | $5.8K | 0.00% | 2025-12-31 |
| 373 | Golden State Wealth Management, LLC | 160 | $5.8K | 0.00% | 2025-12-31 |
| 374 | Retirement Wealth Solutions LLC | 150 | $5.4K | 0.00% | 2025-12-31 |
| 375 | Greykasell Wealth Strategies, Inc. | 135 | $4.9K | 0.00% | 2025-12-31 |
| 376 | McIlrath & Eck, LLC | 135 | $4.9K | 0.00% | 2025-12-31 |
| 377 | DiNuzzo Private Wealth, Inc. | 134 | $4.8K | 0.00% | 2025-12-31 |
| 378 | WFA of San Diego, LLC | 123 | $4.4K | 0.00% | 2025-12-31 |
| 379 | IMA Advisory Services, Inc. | 118 | $4.3K | 0.00% | 2025-12-31 |
| 380 | Addison Advisors LLC | 100 | $3.6K | 0.00% | 2025-12-31 |
| 381 | Founders Financial Alliance, LLC | 95 | $3.4K | 0.00% | 2025-12-31 |
| 382 | CAMBIENT FAMILY OFFICE, LLC | 92 | $3.3K | 0.00% | 2025-12-31 |
| 383 | Janney Montgomery Scott LLC | 91,073 | $3.3K | 0.05% | 2025-12-31 |
| 384 | Quent Capital, LLC | 85 | $3.1K | 0.00% | 2025-12-31 |
| 385 | Financial Management Professionals, Inc. | 84 | $3.0K | 0.00% | 2025-12-31 |
| 386 | TRUST CO OF VERMONT | 81 | $2.9K | 0.00% | 2025-12-31 |
| 387 | Prosperity Bancshares Inc | 75 | $2.7K | 0.00% | 2025-12-31 |
| 388 | Graney & King, LLC | 73 | $2.6K | 0.00% | 2025-12-31 |
| 389 | OAK HARBOR WEALTH PARTNERS, LLC | 71 | $2.6K | 0.00% | 2025-12-31 |
| 390 | OPTIMA CAPITAL LLC | 62 | $2.2K | 0.00% | 2025-12-31 |
| 391 | Camelot Portfolios, LLC | 54 | $1.9K | 0.00% | 2025-12-31 |
| 392 | Beaird Harris Wealth Management, LLC | 52 | $1.9K | 0.00% | 2025-12-31 |
| 393 | BROWN, LISLE/CUMMINGS, INC. | 50 | $1.8K | 0.00% | 2025-12-31 |
| 394 | Solstein Capital, LLC | 49 | $1.8K | 0.00% | 2025-12-31 |
| 395 | MOGY JOEL R INVESTMENT COUNSEL INC | 47 | $1.7K | 0.00% | 2025-12-31 |
| 396 | Peachtree Investment Partners, LLC | 46 | $1.7K | 0.00% | 2025-12-31 |
| 397 | IAG Wealth Partners, LLC | 43 | $1.6K | 0.00% | 2025-12-31 |
| 398 | Betterment LLC | 42,814 | $1.5K | 0.02% | 2025-12-31 |
| 399 | MCGUIRE CAPITAL ADVISORS INC | 40 | $1.4K | 0.00% | 2025-12-31 |
| 400 | Legacy Wealth Managment, LLC/ID | 37 | $1.3K | 0.00% | 2025-12-31 |
| 401 | Financial Gravity Asset Management, Inc. | 37 | $1.3K | 0.00% | 2025-12-31 |
| 402 | Tower Research Capital LLC (TRC) | 31 | $1.1K | 0.00% | 2025-12-31 |
| 403 | Nemes Rush Group LLC | 30 | $1.1K | 0.00% | 2025-12-31 |
| 404 | Paladin Advisory Group, LLC | 24 | $865 | 0.00% | 2025-12-31 |
| 405 | PARK AVENUE SECURITIES LLC | 23,531 | $849 | 0.01% | 2025-12-31 |
| 406 | CWM, LLC | 19,857 | $716 | 0.01% | 2025-12-31 |
| 407 | CURIO WEALTH, LLC | 19 | $685 | 0.00% | 2025-12-31 |
| 408 | Blue Trust, Inc. | 18 | $634 | 0.00% | 2025-12-31 |
| 409 | WHITTIER TRUST CO OF NEVADA INC | 14 | $521 | 0.00% | 2025-12-31 |
| 410 | WARNER FINANCIAL, INC | 10,450 | $377 | 0.00% | 2025-12-31 |
| 411 | APPLETON PARTNERS INC/MA | 7,252 | $262 | 0.00% | 2025-12-31 |
| 412 | Central Pacific Bank - Trust Division | 3 | $108 | 0.00% | 2025-12-31 |
| 413 | Smithfield Trust Co | 2,233 | $80 | 0.00% | 2025-12-31 |
| 414 | PIN OAK INVESTMENT ADVISORS INC | 1,374 | $54 | 0.00% | 2025-12-31 |