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|
|
This page summarizes the VWO holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether VWO is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing VWO Share Count |
|---|
| Concord Wealth Partners |
228 |
5,160 |
+4,932 |
+2163.16% |
| Mirador Capital Partners LP |
5,122 |
100,097 |
+94,975 |
+1854.26% |
| Mirae Asset Global Investments Co. Ltd. |
12,186 |
192,810 |
+180,624 |
+1482.23% |
| First Personal Financial Services |
38 |
571 |
+533 |
+1402.63% |
| Bridgewealth Advisory Group LLC |
6,948 |
38,360 |
+31,412 |
+452.10% |
| Werba Rubin Papier Wealth Management |
7,450 |
40,006 |
+32,556 |
+436.99% |
| Simplicity Wealth LLC |
7,787 |
38,851 |
+31,064 |
+398.92% |
| Versant Capital Management Inc |
1,180 |
5,108 |
+3,928 |
+332.88% |
| General Partner Inc. |
8,630 |
36,793 |
+28,163 |
+326.34% |
| Sumitomo Life Insurance Co. |
1,176,535 |
4,212,007 |
+3,035,472 |
+258.00% |
| Executive Wealth Group LLC |
82,278 |
246,869 |
+164,591 |
+200.04% |
| BNP Paribas Arbitrage SA |
341,117 |
945,054 |
+603,937 |
+177.05% |
| Bradley & Co. Private Wealth Management LLC |
6 |
16 |
+10 |
+166.67% |
| Global Wealth Strategies & Associates |
161 |
407 |
+246 |
+152.80% |
| Bogart Wealth LLC |
1,191 |
2,798 |
+1,607 |
+134.93% |
| Fifth Third Wealth Advisors LLC |
25,422 |
56,922 |
+31,500 |
+123.91% |
| PFW Advisors LLC |
89,220 |
195,718 |
+106,498 |
+119.37% |
| Sound Income Strategies LLC |
646 |
1,405 |
+759 |
+117.49% |
| NorthCrest Asset Manangement LLC |
6,510 |
14,153 |
+7,643 |
+117.40% |
| Capital Advisors Inc. OK |
269,266 |
573,659 |
+304,393 |
+113.05% |
| Main Street Financial Solutions LLC |
43,584 |
88,322 |
+44,738 |
+102.65% |
| Viewpoint Capital Management LLC |
26,605 |
53,210 |
+26,605 |
+100.00% |
| PBMares Wealth Management LLC |
10,081 |
20,031 |
+9,950 |
+98.70% |
| Wiley BROS. Aintree Capital LLC |
122,693 |
235,989 |
+113,296 |
+92.34% |
| Cypress Financial Planning LLC |
86,664 |
161,484 |
+74,820 |
+86.33% |
| Fiduciary Planning LLC |
5,078 |
9,286 |
+4,208 |
+82.87% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
5,031 |
9,086 |
+4,055 |
+80.60% |
| Total Clarity Wealth Management Inc. |
15,791 |
27,472 |
+11,681 |
+73.97% |
| International Assets Investment Management LLC |
22,313 |
38,572 |
+16,259 |
+72.87% |
| Aua Capital Management LLC |
9,160 |
15,733 |
+6,573 |
+71.76% |
| Tompkins Financial Corp |
651 |
1,114 |
+463 |
+71.12% |
| One Wealth Advisors LLC |
11,752 |
20,092 |
+8,340 |
+70.97% |
| Wells Trecaso Financial Group LLC |
31,442 |
52,235 |
+20,793 |
+66.13% |
| Melfa Wealth Management LLC |
4,973 |
8,053 |
+3,080 |
+61.93% |
| Triangle Securities Wealth Management |
56,158 |
90,510 |
+34,352 |
+61.17% |
| Dougherty Wealth Advisers LLC |
60,951 |
97,071 |
+36,120 |
+59.26% |
| Burt Wealth Advisors |
8,911 |
13,978 |
+5,067 |
+56.86% |
| Kingswood Wealth Advisors LLC |
5,667 |
8,879 |
+3,212 |
+56.68% |
| Atlas Capital Advisors LLC |
81,400 |
124,795 |
+43,395 |
+53.31% |
| Gryphon Financial Partners LLC |
6,906 |
10,507 |
+3,601 |
+52.14% |
| Baker Boyer National Bank |
16,801 |
25,231 |
+8,430 |
+50.18% |
| Blue Bell Private Wealth Management LLC |
1,201 |
1,767 |
+566 |
+47.13% |
| GPS Wealth Strategies Group LLC |
530 |
765 |
+235 |
+44.34% |
| Hutchens & Kramer Investment Management Group LLC |
12,031 |
17,296 |
+5,265 |
+43.76% |
| Thrive Wealth Management LLC |
77,309 |
110,832 |
+33,523 |
+43.36% |
| Legacy Private Trust Co. |
311,578 |
445,638 |
+134,060 |
+43.03% |
| Proffitt & Goodson Inc. |
378,936 |
539,560 |
+160,624 |
+42.39% |
| Sage Mountain Advisors LLC |
5,653 |
7,867 |
+2,214 |
+39.17% |
| Signal Advisors Wealth LLC |
23,527 |
32,434 |
+8,907 |
+37.86% |
| HT Partners LLC |
57,837 |
79,607 |
+21,770 |
+37.64% |
| MorganRosel Wealth Management LLC |
21,286 |
28,967 |
+7,681 |
+36.08% |
| Silicon Valley Capital Partners |
714 |
952 |
+238 |
+33.33% |
| RAM Investment Partners LLC |
4,976 |
6,624 |
+1,648 |
+33.12% |
| Fundamentun LLC |
5,404 |
7,141 |
+1,737 |
+32.14% |
| Busey Wealth Management |
20,834 |
27,434 |
+6,600 |
+31.68% |
| Gordian Advisors LLC |
49,354 |
64,940 |
+15,586 |
+31.58% |
| RFG Advisory LLC |
51,019 |
66,766 |
+15,747 |
+30.86% |
| Upper Left Wealth Management LLC |
20,186 |
26,038 |
+5,852 |
+28.99% |
| Braun Bostich & Associates Inc. |
18,738 |
24,121 |
+5,383 |
+28.73% |
| Compton Wealth Advisory Group LLC |
43,543 |
56,043 |
+12,500 |
+28.71% |
| CWM LLC |
42,845 |
55,072 |
+12,227 |
+28.54% |
| Cedar Mountain Advisors LLC |
89 |
114 |
+25 |
+28.09% |
| Northeast Financial Group Inc. |
128,211 |
163,610 |
+35,399 |
+27.61% |
| Financial Life Advisors |
16,192 |
20,652 |
+4,460 |
+27.54% |
| Coombe Bender & Co LLC |
106,409 |
134,380 |
+27,971 |
+26.29% |
| Revisor Wealth Management LLC |
6,749 |
8,523 |
+1,774 |
+26.29% |
| Drive Wealth Management LLC |
200,684 |
251,900 |
+51,216 |
+25.52% |
| Daymark Wealth Partners LLC |
18,231 |
22,786 |
+4,555 |
+24.98% |
| Global Retirement Partners LLC |
198,508 |
247,843 |
+49,335 |
+24.85% |
| Hart & Patterson Financial Group LLC |
160,689 |
199,778 |
+39,089 |
+24.33% |
| Gemmer Asset Management LLC |
43,273 |
53,767 |
+10,494 |
+24.25% |
| Independence Bank of Kentucky |
2,407 |
2,982 |
+575 |
+23.89% |
| Waypoint Capital Advisors LLC |
171,560 |
212,535 |
+40,975 |
+23.88% |
| Stablepoint Partners LLC |
20,783 |
25,713 |
+4,930 |
+23.72% |
| Von Berge Wealth Management Group LLC |
71,286 |
88,172 |
+16,886 |
+23.69% |
| Mitchell Mcleod Pugh & Williams Inc. |
38,623 |
47,660 |
+9,037 |
+23.40% |
| Catalyst Private Wealth LLC |
16,838 |
20,735 |
+3,897 |
+23.14% |
| City Holding Co. |
20,613 |
25,377 |
+4,764 |
+23.11% |
| Financial Advisory Service Inc. |
9,384 |
11,531 |
+2,147 |
+22.88% |
| Berger Financial Group Inc |
217,727 |
266,670 |
+48,943 |
+22.48% |
| Aspire Wealth Management Corp |
8,068 |
9,880 |
+1,812 |
+22.46% |
| Sightline Wealth Advisors LLC |
11,818 |
14,461 |
+2,643 |
+22.36% |
| Strategic Investment Advisors MI |
275,741 |
336,722 |
+60,981 |
+22.12% |
| Capital Planning LLC |
5,223 |
6,366 |
+1,143 |
+21.88% |
| Elm Partners Management LLC |
2,306,135 |
2,805,129 |
+498,994 |
+21.64% |
| Private Capital Management LLC |
20,049 |
24,205 |
+4,156 |
+20.73% |
| Nicholas Hoffman & Company LLC. |
2,401,037 |
2,881,531 |
+480,494 |
+20.01% |
| Soundmark Wealth Management LLC |
76,339 |
91,389 |
+15,050 |
+19.71% |
| Harbor Investment Advisory LLC |
1,664 |
1,981 |
+317 |
+19.05% |
| Cardinal Point Capital Management ULC |
5,612 |
6,612 |
+1,000 |
+17.82% |
| American National Bank |
1,880 |
2,213 |
+333 |
+17.71% |
| Brooklyn FI LLC |
321,400 |
377,881 |
+56,481 |
+17.57% |
| DGS Capital Management LLC |
7,638 |
8,972 |
+1,334 |
+17.47% |
| Clifford Swan Investment Counsel LLC |
12,475 |
14,653 |
+2,178 |
+17.46% |
| Plan Group Financial LLC |
21,540 |
25,290 |
+3,750 |
+17.41% |
| Atlas Brown Inc. |
5,563 |
6,521 |
+958 |
+17.22% |
| Forthright Family Wealth Advisory LLC |
10,082 |
11,814 |
+1,732 |
+17.18% |
| Latitude Advisors LLC |
5,014 |
5,875 |
+861 |
+17.17% |
| Strid Group LLC |
624,120 |
730,433 |
+106,313 |
+17.03% |
| N.E.W. Advisory Services LLC |
123,143 |
144,110 |
+20,967 |
+17.03% |
| Financial Synergies Wealth Advisors Inc. |
89,446 |
104,680 |
+15,234 |
+17.03% |
| Well Done LLC |
21,799 |
25,507 |
+3,708 |
+17.01% |
| Beese Fulmer Investment Management Inc. |
8,264 |
9,634 |
+1,370 |
+16.58% |
| Helen Stephens Group LLC |
162,486 |
188,779 |
+26,293 |
+16.18% |
| Clear Creek Financial Management LLC |
4,935 |
5,711 |
+776 |
+15.72% |
| Brookstone Capital Management |
222,896 |
257,238 |
+34,342 |
+15.41% |
| Auour Investments LLC |
138,095 |
159,380 |
+21,285 |
+15.41% |
| Secure Asset Management LLC |
11,548 |
13,328 |
+1,780 |
+15.41% |
| North Star Investment Management Corp. |
30,816 |
35,501 |
+4,685 |
+15.20% |
| Tenret Co LLC |
132,720 |
152,761 |
+20,041 |
+15.10% |
| Coastal Investment Advisors Inc. |
12,563 |
14,435 |
+1,872 |
+14.90% |
| Fountainhead AM LLC |
175,934 |
201,991 |
+26,057 |
+14.81% |
| First Community Trust NA |
1,500 |
1,722 |
+222 |
+14.80% |
| LifeGuide Financial Advisors LLC |
20,146 |
23,127 |
+2,981 |
+14.80% |
| IAG Wealth Partners LLC |
1,819 |
2,086 |
+267 |
+14.68% |
| Dravo Bay LLC |
163,545 |
187,218 |
+23,673 |
+14.47% |
| Parker Financial LLC |
220,757 |
251,727 |
+30,970 |
+14.03% |
| Steele Capital Management Inc. |
1,528,784 |
1,739,797 |
+211,013 |
+13.80% |
| Clarity Capital Advisors LLC |
23,323 |
26,507 |
+3,184 |
+13.65% |
| Starfox Financial Services LLC |
91,589 |
103,880 |
+12,291 |
+13.42% |
| Fragasso Group Inc. |
11,212 |
12,707 |
+1,495 |
+13.33% |
| Stratos Wealth Partners LTD. |
320,813 |
361,490 |
+40,677 |
+12.68% |
| Stockman Wealth Management Inc. |
238,368 |
268,434 |
+30,066 |
+12.61% |
| Millburn Ridgefield Corp |
6,002,949 |
6,743,930 |
+740,981 |
+12.34% |
| Catalyst Capital Advisors LLC |
6,002,949 |
6,743,930 |
+740,981 |
+12.34% |
| Maltin Wealth Management Inc. |
4,956 |
5,560 |
+604 |
+12.19% |
| Presilium Private Wealth LLC |
516,694 |
579,532 |
+62,838 |
+12.16% |
| Kathmere Capital Management LLC |
383,755 |
429,841 |
+46,086 |
+12.01% |
| Signature Securities Group Corporation |
27,395 |
30,640 |
+3,245 |
+11.85% |
| Wela Strategies Inc. |
181,213 |
201,951 |
+20,738 |
+11.44% |
| Tanager Wealth Management LLP |
362,609 |
403,971 |
+41,362 |
+11.41% |
| Hexagon Capital Partners LLC |
47,687 |
53,123 |
+5,436 |
+11.40% |
| Security Financial Services INC. |
74,004 |
82,302 |
+8,298 |
+11.21% |
| Aletheian Wealth Advisors LLC |
122,445 |
136,129 |
+13,684 |
+11.18% |
| Mountain Capital Investment Advisors Inc |
635,365 |
706,040 |
+70,675 |
+11.12% |
| 180 Wealth Advisors LLC |
113,635 |
126,166 |
+12,531 |
+11.03% |
| Money Design Co. Ltd. |
1,605,663 |
1,779,249 |
+173,586 |
+10.81% |
| Cooper Financial Group |
6,206 |
6,868 |
+662 |
+10.67% |
| Halbert Hargrove Global Advisors LLC |
11,240 |
12,417 |
+1,177 |
+10.47% |
| Voisard Asset Management Group Inc. |
85,631 |
94,550 |
+8,919 |
+10.42% |
| Golden Road Advisors LLC |
34,012 |
37,426 |
+3,414 |
+10.04% |
| BEAM Asset Management LLC |
7,530 |
8,285 |
+755 |
+10.03% |
| Retirement Planning Group |
64,862 |
71,354 |
+6,492 |
+10.01% |
| FF Advisors LLC |
166,679 |
183,276 |
+16,597 |
+9.96% |
| Iron Horse Wealth Management LLC |
198,376 |
218,103 |
+19,727 |
+9.94% |
| Sapient Capital LLC |
13,970 |
15,358 |
+1,388 |
+9.94% |
| Prestige Wealth Management Group LLC |
151 |
166 |
+15 |
+9.93% |
| Accurate Wealth Management LLC |
6,782 |
7,450 |
+668 |
+9.85% |
| Stash Investments LLC |
194,306 |
213,135 |
+18,829 |
+9.69% |
| Willis Johnson & Associates Inc. |
1,732,824 |
1,899,744 |
+166,920 |
+9.63% |
| West Financial Advisors LLC |
32,736 |
35,879 |
+3,143 |
+9.60% |
| Joel Isaacson & Co. LLC |
45,432 |
49,775 |
+4,343 |
+9.56% |
| Richard P Slaughter Associates Inc |
179,657 |
196,660 |
+17,003 |
+9.46% |
| Park Place Capital Corp |
12,864 |
14,080 |
+1,216 |
+9.45% |
| Cutler Investment Counsel LLC |
60,478 |
66,178 |
+5,700 |
+9.42% |
| Stephenson & Company Inc. |
88,289 |
96,594 |
+8,305 |
+9.41% |
| Disciplined Investments LLC |
57,287 |
62,621 |
+5,334 |
+9.31% |
| OneAscent Financial Services LLC |
19,608 |
21,428 |
+1,820 |
+9.28% |
| Pure Financial Advisors Inc. |
1,354,205 |
1,479,550 |
+125,345 |
+9.26% |
| Halpern Financial Inc. |
290,711 |
317,306 |
+26,595 |
+9.15% |
| Wedmont Private Capital |
1,517,685 |
1,654,878 |
+137,193 |
+9.04% |
| BLB&B Advisors LLC |
1,813,771 |
1,977,433 |
+163,662 |
+9.02% |
| Ritholtz Wealth Management |
92,726 |
100,925 |
+8,199 |
+8.84% |
| Osborne Partners Capital Management LLC |
1,026,297 |
1,116,229 |
+89,932 |
+8.76% |
| Ellenbecker Investment Group |
197,353 |
214,499 |
+17,146 |
+8.69% |
| Stone Point Wealth LLC |
54,234 |
58,915 |
+4,681 |
+8.63% |
| Matrix Asset Advisors Inc. NY |
33,214 |
36,027 |
+2,813 |
+8.47% |
| Axiom Advisory LLC |
60,003 |
65,064 |
+5,061 |
+8.43% |
| Country Trust Bank |
1,339,969 |
1,452,057 |
+112,088 |
+8.36% |
| JJJ Advisors Inc. |
308,759 |
334,099 |
+25,340 |
+8.21% |
| Bay Harbor Wealth Management LLC |
157,232 |
170,056 |
+12,824 |
+8.16% |
| Southland Equity Partners LLC |
59,431 |
64,252 |
+4,821 |
+8.11% |
| Capital Advisors Ltd. LLC |
3,722 |
4,023 |
+301 |
+8.09% |
| Cohen Investment Advisors LLC |
10,715 |
11,581 |
+866 |
+8.08% |
| Sterling Investment Advisors Ltd. |
12,440 |
13,442 |
+1,002 |
+8.05% |
| Bishop & Co Investment Management LLC |
214,066 |
231,156 |
+17,090 |
+7.98% |
| Ackerman Capital Advisors LLC |
8,188 |
8,840 |
+652 |
+7.96% |
| Evergreen Private Wealth LLC |
5,350 |
5,772 |
+422 |
+7.89% |
| Cambridge Advisors Inc. |
185,442 |
200,025 |
+14,583 |
+7.86% |
| Brown Miller Wealth Management LLC |
48,901 |
52,697 |
+3,796 |
+7.76% |
| Asset Dedication LLC |
15,676 |
16,875 |
+1,199 |
+7.65% |
| Andina Capital Management LLC |
23,161 |
24,924 |
+1,763 |
+7.61% |
| Klingman & Associates LLC |
492,511 |
529,588 |
+37,077 |
+7.53% |
| James Hambro & Partners |
12,880 |
13,850 |
+970 |
+7.53% |
| MCF Advisors LLC |
83,599 |
89,883 |
+6,284 |
+7.52% |
| Bennett Associates Wealth Management |
50,162 |
53,926 |
+3,764 |
+7.50% |
| Boston Standard Wealth Management LLC |
336,713 |
361,647 |
+24,934 |
+7.41% |
| Roberts Wealth Advisors LLC |
121,807 |
130,714 |
+8,907 |
+7.31% |
| Taddei Ludwig & Associates Inc. |
246,107 |
263,880 |
+17,773 |
+7.22% |
| Optimum Investment Advisors |
13,945 |
14,945 |
+1,000 |
+7.17% |
| First Horizon Advisors Inc. |
138,216 |
148,100 |
+9,884 |
+7.15% |
| Private Advisor Group LLC |
540,101 |
578,483 |
+38,382 |
+7.11% |
| Private Trust Co. NA |
57,082 |
61,089 |
+4,007 |
+7.02% |
| Nova R Wealth Inc. |
31,159 |
33,301 |
+2,142 |
+6.87% |
| Elevated Capital Advisors LLC |
67,116 |
71,724 |
+4,608 |
+6.87% |
| Avenue 1 Advisors LLC |
170,947 |
182,685 |
+11,738 |
+6.87% |
| Bordeaux Wealth Advisors LLC |
49,702 |
52,982 |
+3,280 |
+6.60% |
| Cordant Inc. |
250,778 |
267,100 |
+16,322 |
+6.51% |
| Praetorian Wealth Management Inc. |
275,584 |
293,496 |
+17,912 |
+6.50% |
| First Bank & Trust |
433,719 |
461,529 |
+27,810 |
+6.41% |
| Hanlon Investment Management Inc. |
132,970 |
141,287 |
+8,317 |
+6.25% |
| Affiance Financial LLC |
151,514 |
160,949 |
+9,435 |
+6.23% |
| JMG Financial Group Ltd. |
2,346,514 |
2,492,508 |
+145,994 |
+6.22% |
| WealthNavi Inc. |
15,726,198 |
16,700,703 |
+974,505 |
+6.20% |
| Aurum Wealth Management Group LLC |
997,944 |
1,059,049 |
+61,105 |
+6.12% |
| Hazlett Burt & Watson Inc. |
2,597 |
2,755 |
+158 |
+6.08% |
| High Net Worth Advisory Group LLC |
12,094 |
12,805 |
+711 |
+5.88% |
| CGC Financial Services LLC |
11,709 |
12,391 |
+682 |
+5.82% |
| DORVAL Corp |
198,891 |
210,343 |
+11,452 |
+5.76% |
| Sovereign Financial Group Inc. |
132,412 |
139,984 |
+7,572 |
+5.72% |
| Strategic Financial Planning Inc. |
244,717 |
258,335 |
+13,618 |
+5.56% |
| Walkner Condon Financial Advisors LLC |
105,474 |
111,296 |
+5,822 |
+5.52% |
| Adviser Investments LLC |
2,491,769 |
2,628,881 |
+137,112 |
+5.50% |
| Prentice Wealth Management LLC |
246,021 |
259,397 |
+13,376 |
+5.44% |
| Landmark Wealth Management LLC |
91,059 |
96,004 |
+4,945 |
+5.43% |
| Charles Schwab Trust Co |
153,838 |
162,049 |
+8,211 |
+5.34% |
| Regions Financial Corp |
2,976,674 |
3,132,108 |
+155,434 |
+5.22% |
| Caldwell Sutter Capital Inc. |
2,848 |
2,995 |
+147 |
+5.16% |
| Apella Capital LLC |
854,477 |
897,947 |
+43,470 |
+5.09% |
| Oak Family Advisors LLC |
21,102 |
22,168 |
+1,066 |
+5.05% |
| Smith & Howard Wealth Management LLC |
191,476 |
201,135 |
+9,659 |
+5.04% |
| Emerald Advisors LLC |
12,634 |
13,268 |
+634 |
+5.02% |
| Hanson & Doremus Investment Management |
432,088 |
453,704 |
+21,616 |
+5.00% |
| 4Thought Financial Group Inc. |
146,384 |
153,705 |
+7,321 |
+5.00% |
| Sunbelt Securities Inc. |
6,169 |
6,477 |
+308 |
+4.99% |
| Greenfield Savings Bank |
10,264 |
10,774 |
+510 |
+4.97% |
| Perigon Wealth Management LLC |
209,280 |
219,601 |
+10,321 |
+4.93% |
| Northland Capital Management LLC |
67,585 |
70,920 |
+3,335 |
+4.93% |
| Lodestar Private Asset Management LLC |
149,499 |
156,864 |
+7,365 |
+4.93% |
| Krilogy Financial LLC |
32,939 |
34,556 |
+1,617 |
+4.91% |
| Janney Montgomery Scott LLC |
1,778,261 |
1,865,370 |
+87,109 |
+4.90% |
| Bruce G. Allen Investments LLC |
29,456 |
30,900 |
+1,444 |
+4.90% |
| Parthenon LLC |
109,514 |
114,844 |
+5,330 |
+4.87% |
| Checchi Capital Advisers LLC |
368,166 |
386,070 |
+17,904 |
+4.86% |
| FC Advisory LLC |
20,900 |
21,895 |
+995 |
+4.76% |
| Creative Financial Designs Inc. ADV |
196,967 |
206,182 |
+9,215 |
+4.68% |
| Fairman Group LLC |
5,306 |
5,554 |
+248 |
+4.67% |
| Soltis Investment Advisors LLC |
145,420 |
152,026 |
+6,606 |
+4.54% |
| Stratos Wealth Advisors LLC |
59,002 |
61,672 |
+2,670 |
+4.53% |
| RTD Financial Advisors Inc. |
250,259 |
261,501 |
+11,242 |
+4.49% |
| Cooksen Wealth LLC |
77,797 |
81,272 |
+3,475 |
+4.47% |
| Money Concepts Capital Corp |
147,405 |
153,918 |
+6,513 |
+4.42% |
| Bristlecone Advisors LLC |
153,559 |
160,285 |
+6,726 |
+4.38% |
| Park Edge Advisors LLC |
26,138 |
27,279 |
+1,141 |
+4.37% |
| SlateStone Wealth LLC |
45,160 |
47,110 |
+1,950 |
+4.32% |
| First Financialcorp IN |
18,232 |
19,017 |
+785 |
+4.31% |
| Fifth Third Securities Inc. |
78,708 |
82,089 |
+3,381 |
+4.30% |
| Salem Investment Counselors Inc. |
4,094 |
4,270 |
+176 |
+4.30% |
| Red Door Wealth Management LLC |
19,883 |
20,721 |
+838 |
+4.21% |
| Aspire Private Capital LLC |
150,592 |
156,921 |
+6,329 |
+4.20% |
| IFG Advisors LLC |
67,860 |
70,706 |
+2,846 |
+4.19% |
| Gainplan LLC |
52,981 |
55,142 |
+2,161 |
+4.08% |
| Acropolis Investment Management LLC |
831,923 |
865,060 |
+33,137 |
+3.98% |
| Dentgroup LLC |
24,474 |
25,438 |
+964 |
+3.94% |
| Noble Family Wealth LLC |
24,074 |
25,011 |
+937 |
+3.89% |
| Wesbanco Bank Inc. |
109,968 |
114,235 |
+4,267 |
+3.88% |
| Gpwm LLC |
154,411 |
160,351 |
+5,940 |
+3.85% |
| PDS Planning Inc |
1,020,316 |
1,059,531 |
+39,215 |
+3.84% |
| Charter Trust Co. |
143,625 |
149,132 |
+5,507 |
+3.83% |
| Farmers & Merchants Investments Inc. |
1,427,266 |
1,479,261 |
+51,995 |
+3.64% |
| GFS Advisors LLC |
419,341 |
434,539 |
+15,198 |
+3.62% |
| Rooted Wealth Advisors Inc. |
45,420 |
47,066 |
+1,646 |
+3.62% |
| KG&L Capital Management LLC |
8,086 |
8,371 |
+285 |
+3.52% |
| IVC Wealth Advisors LLC |
7,592 |
7,858 |
+266 |
+3.50% |
| NBC Securities Inc. |
28,187 |
29,168 |
+981 |
+3.48% |
| Sage Rhino Capital LLC |
148,848 |
153,908 |
+5,060 |
+3.40% |
| Abacus Planning Group Inc. |
125,268 |
129,481 |
+4,213 |
+3.36% |
| Friedenthal Financial |
1,734 |
1,792 |
+58 |
+3.34% |
| Brand Asset Management Group Inc. |
48,991 |
50,601 |
+1,610 |
+3.29% |
| Austin Private Wealth LLC |
303,514 |
313,485 |
+9,971 |
+3.29% |
| L.M. Kohn & Company |
7,800 |
8,054 |
+254 |
+3.26% |
| DBK Financial Counsel LLC |
75,165 |
77,552 |
+2,387 |
+3.18% |
| Axiom Financial Strategies LLC |
180,630 |
186,342 |
+5,712 |
+3.16% |
| BKD Wealth Advisors LLC |
221,698 |
228,627 |
+6,929 |
+3.13% |
| Anderson Fisher LLC |
287,489 |
296,447 |
+8,958 |
+3.12% |
| Hillcrest Wealth Advisors NY LLC |
123,381 |
127,191 |
+3,810 |
+3.09% |
| MBL Wealth LLC |
44,805 |
46,187 |
+1,382 |
+3.08% |
| SWS Partners |
73,788 |
76,050 |
+2,262 |
+3.07% |
| Trevian Wealth Management LLC |
68,169 |
70,262 |
+2,093 |
+3.07% |
| Lincoln Capital LLC |
9,020 |
9,295 |
+275 |
+3.05% |
| Clarity Wealth Advisors LLC |
5,749 |
5,921 |
+172 |
+2.99% |
| Newton One Investments LLC |
152,461 |
156,945 |
+4,484 |
+2.94% |
| SkyOak Wealth LLC |
82,356 |
84,763 |
+2,407 |
+2.92% |
| GoalFusion Wealth Management LLC |
91,580 |
94,208 |
+2,628 |
+2.87% |
| Romano Brothers AND Company |
10,665 |
10,965 |
+300 |
+2.81% |
| Moller Financial Services |
239,934 |
246,688 |
+6,754 |
+2.81% |
| Riversedge Advisors LLC |
248,455 |
255,437 |
+6,982 |
+2.81% |
| Kohmann Bosshard Financial Services LLC |
281,425 |
289,300 |
+7,875 |
+2.80% |
| McNamara Financial Services Inc. |
133,474 |
137,029 |
+3,555 |
+2.66% |
| Cornerstone Wealth Advisors Inc. |
83,179 |
85,395 |
+2,216 |
+2.66% |
| FMA Wealth Management LLC |
79,367 |
81,437 |
+2,070 |
+2.61% |
| Patriot Financial Group Insurance Agency LLC |
23,985 |
24,607 |
+622 |
+2.59% |
| Lpwm LLC |
113,212 |
116,141 |
+2,929 |
+2.59% |
| Guardian Wealth Advisors LLC |
113,517 |
116,416 |
+2,899 |
+2.55% |
| Wilson & Boucher Capital Management LLC |
27,606 |
28,306 |
+700 |
+2.54% |
| Kwmg LLC |
429,248 |
440,010 |
+10,762 |
+2.51% |
| M3 Advisory Group LLC |
9,264 |
9,496 |
+232 |
+2.50% |
| Aspen Investment Management Inc |
21,041 |
21,552 |
+511 |
+2.43% |
| Heritage Investors Management Corp |
125,032 |
128,004 |
+2,972 |
+2.38% |
| Grey Fox Wealth Advisors LLC |
54,798 |
56,076 |
+1,278 |
+2.33% |
| Norwood Financial Corp |
6,708 |
6,858 |
+150 |
+2.24% |
| Twele Capital Management Inc. |
239,306 |
244,624 |
+5,318 |
+2.22% |
| Courage Miller Partners LLC |
152,058 |
155,353 |
+3,295 |
+2.17% |
| Collective Family Office LLC |
16,689 |
17,051 |
+362 |
+2.17% |
| Hurlow Wealth Management Group Inc. |
189,102 |
193,169 |
+4,067 |
+2.15% |
| Stonehearth Capital Management LLC |
230,038 |
234,961 |
+4,923 |
+2.14% |
| Rebalance LLC |
721,240 |
736,659 |
+15,419 |
+2.14% |
| BOK Financial Private Wealth Inc. |
163,212 |
166,692 |
+3,480 |
+2.13% |
| Lake Street Financial LLC |
25,260 |
25,791 |
+531 |
+2.10% |
| Bank of New Hampshire |
87,229 |
89,056 |
+1,827 |
+2.09% |
| Echo45 Advisors LLC |
168,746 |
172,140 |
+3,394 |
+2.01% |
| Center for Financial Planning Inc. |
518,776 |
528,692 |
+9,916 |
+1.91% |
| Montecito Bank & Trust |
15,621 |
15,915 |
+294 |
+1.88% |
| Petredis Investment Advisors LLC |
27,106 |
27,594 |
+488 |
+1.80% |
| Benjamin F. Edwards & Company Inc. |
221,943 |
225,924 |
+3,981 |
+1.79% |
| Raymond James Financial Services Advisors Inc. |
3,151,907 |
3,207,931 |
+56,024 |
+1.78% |
| American Capital Advisory LLC |
469 |
477 |
+8 |
+1.71% |
| Maryland Capital Advisors Inc. |
8,253 |
8,388 |
+135 |
+1.64% |
| Capital Asset Advisory Services LLC |
670,046 |
680,265 |
+10,219 |
+1.53% |
| Wealthfront Advisers LLC |
40,845,044 |
41,447,526 |
+602,482 |
+1.48% |
| Pathway Financial Advisors LLC |
28,869 |
29,286 |
+417 |
+1.44% |
| Myecfo LLC |
96,933 |
98,318 |
+1,385 |
+1.43% |
| Arcataur Capital Management LLC |
231,622 |
234,873 |
+3,251 |
+1.40% |
| CX Institutional |
14,185 |
14,370 |
+185 |
+1.30% |
| Cypress Wealth Services LLC |
29,335 |
29,708 |
+373 |
+1.27% |
| Evanson Asset Management LLC |
45,412 |
45,986 |
+574 |
+1.26% |
| City State Bank |
40,153 |
40,656 |
+503 |
+1.25% |
| Investment Partners LTD. |
134,007 |
135,665 |
+1,658 |
+1.24% |
| Diversified Trust Co |
30,922 |
31,304 |
+382 |
+1.24% |
| Avaii Wealth Management LLC |
10,632 |
10,764 |
+132 |
+1.24% |
| SNS Financial Group LLC |
533,754 |
540,294 |
+6,540 |
+1.23% |
| Addis & Hill Inc |
60,153 |
60,891 |
+738 |
+1.23% |
| McAdam LLC |
123,190 |
124,696 |
+1,506 |
+1.22% |
| Enterprise Bank & Trust Co |
33,295 |
33,701 |
+406 |
+1.22% |
| Westside Investment Management Inc. |
41,108 |
41,588 |
+480 |
+1.17% |
| Sloy Dahl & Holst LLC |
5,303 |
5,365 |
+62 |
+1.17% |
| Chico Wealth RIA |
6,823 |
6,903 |
+80 |
+1.17% |
| Oliver Luxxe Assets LLC |
49,154 |
49,721 |
+567 |
+1.15% |
| Granite Harbor Advisors Inc. |
82,951 |
83,860 |
+909 |
+1.10% |
| Capasso Planning Partners LLC |
42,489 |
42,951 |
+462 |
+1.09% |
| Rainey & Randall Investment Management Inc. |
21,675 |
21,898 |
+223 |
+1.03% |
| MeadowBrook Investment Advisors LLC |
9,983 |
10,083 |
+100 |
+1.00% |
| Trilogy Capital Inc. |
241,061 |
243,460 |
+2,399 |
+1.00% |
| Eclectic Associates Inc. ADV |
35,044 |
35,384 |
+340 |
+0.97% |
| Johnson Bixby & Associates LLC |
176,150 |
177,828 |
+1,678 |
+0.95% |
| Woodstock Corp |
168,293 |
169,822 |
+1,529 |
+0.91% |
| Arvest Investments Inc. |
433,385 |
437,318 |
+3,933 |
+0.91% |
| Allen Capital Group LLC |
22,950 |
23,155 |
+205 |
+0.89% |
| Sierra Capital LLC |
169,964 |
171,471 |
+1,507 |
+0.89% |
| Cherry Tree Wealth Management LLC |
121,329 |
122,396 |
+1,067 |
+0.88% |
| Pinnacle Financial Partners Inc. |
581,248 |
586,325 |
+5,077 |
+0.87% |
| Winthrop Advisory Group LLC |
122,940 |
124,013 |
+1,073 |
+0.87% |
| WBH Advisory Inc. |
70,202 |
70,798 |
+596 |
+0.85% |
| Seven Post Investment Office LP |
95,987 |
96,800 |
+813 |
+0.85% |
| Mayflower Financial Advisors LLC |
27,250 |
27,466 |
+216 |
+0.79% |
| BCS Wealth Management |
14,175 |
14,278 |
+103 |
+0.73% |
| Parkside Financial Bank & Trust |
115,493 |
116,287 |
+794 |
+0.69% |
| RHS Financial LLC |
25,587 |
25,757 |
+170 |
+0.66% |
| Proequities Inc. |
238,837 |
240,125 |
+1,288 |
+0.54% |
| Barrett & Company Inc. |
18,307 |
18,395 |
+88 |
+0.48% |
| Summit Trail Advisors LLC |
1,307,113 |
1,313,396 |
+6,283 |
+0.48% |
| Radnor Capital Management LLC |
14,225 |
14,285 |
+60 |
+0.42% |
| VERITY Wealth Advisors |
84,150 |
84,487 |
+337 |
+0.40% |
| Rockwood Wealth Management LLC |
18,985 |
19,059 |
+74 |
+0.39% |
| Pinnacle Wealth Management Advisory Group LLC |
126,488 |
126,962 |
+474 |
+0.37% |
| LBJ Family Wealth Advisors Ltd. |
145,642 |
146,172 |
+530 |
+0.36% |
| Gleason Group Inc. |
118,902 |
119,225 |
+323 |
+0.27% |
| Bear Mountain Capital Inc. |
295,341 |
296,119 |
+778 |
+0.26% |
| Carret Asset Management LLC |
29,607 |
29,680 |
+73 |
+0.25% |
| Marshall & Sullivan Inc. WA |
156,426 |
156,754 |
+328 |
+0.21% |
| Values Added Financial LLC |
93,435 |
93,629 |
+194 |
+0.21% |
| Fairway Wealth LLC |
123,986 |
124,215 |
+229 |
+0.18% |
| Regis Management CO LLC |
612,833 |
613,833 |
+1,000 |
+0.16% |
| Prosperity Planning Inc. |
16,542 |
16,569 |
+27 |
+0.16% |
| Newbridge Financial Services Group Inc. |
617 |
618 |
+1 |
+0.16% |
| Parsons Capital Management Inc. RI |
100,263 |
100,389 |
+126 |
+0.13% |
| Evensky & Katz LLC |
789 |
790 |
+1 |
+0.13% |
| FSC Wealth Advisors LLC |
822 |
823 |
+1 |
+0.12% |
| Pinnacle Bank |
62,617 |
62,681 |
+64 |
+0.10% |
| CVA Family Office LLC |
6,291 |
6,297 |
+6 |
+0.10% |
| Arcus Capital Partners LLC |
54,527 |
54,577 |
+50 |
+0.09% |
| Mosaic Advisors LLC |
41,156 |
41,194 |
+38 |
+0.09% |
| Burkett Financial Services LLC |
4,735 |
4,739 |
+4 |
+0.08% |
| Advocate Group LLC |
97,318 |
97,396 |
+78 |
+0.08% |
| Moody National Bank Trust Division |
57,006 |
57,046 |
+40 |
+0.07% |
| SOA Wealth Advisors LLC. |
1,463 |
1,464 |
+1 |
+0.07% |
| Bromfield Sneider Wealth Advisors |
10,016 |
10,022 |
+6 |
+0.06% |
| Oakworth Capital Inc. |
5,712 |
5,715 |
+3 |
+0.05% |
| Legacy Wealth Asset Management LLC |
10,230 |
10,235 |
+5 |
+0.05% |
| HTLF Bank |
322,658 |
322,816 |
+158 |
+0.05% |
| Duncker Streett & Co. Inc. |
8,955 |
8,958 |
+3 |
+0.03% |
| Kennicott Capital Management LLC |
6,448 |
6,449 |
+1 |
+0.02% |
| Financial Freedom LLC |
6,213 |
6,214 |
+1 |
+0.02% |
| Shepherd Financial Partners LLC |
34,559 |
34,561 |
+2 |
+0.01% |
| ETF Store Inc. |
9,788 |
9,789 |
+1 |
+0.01% |
| Arbor Wealth Advisors LLC |
20,312 |
20,314 |
+2 |
+0.01% |
| Fortitude Family Office LLC |
50,736 |
50,737 |
+1 |
+0.00% |
| 13F Filers Reporting New Positions In VWO |
|---|
| Orrstown Financial Services Inc. |
0 |
18,281 |
+18,281 |
+100% |
| Van ECK Associates Corp |
0 |
141 |
+141 |
+100% |
| Hartline Investment Corp |
0 |
19,511 |
+19,511 |
+100% |
| Fidelity D & D Bancorp Inc. |
0 |
6,015 |
+6,015 |
+100% |
| Mcdaniel Terry & Co. |
0 |
8,364 |
+8,364 |
+100% |
| Principal Financial Group Inc. |
0 |
25,787 |
+25,787 |
+100% |
| Benjamin Edwards Inc. |
0 |
17 |
+17 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
226,148 |
+226,148 |
+100% |
| Cutler Group LP |
0 |
6,890 |
+6,890 |
+100% |
| Advance Capital Management Inc. |
0 |
5,825 |
+5,825 |
+100% |
| Community Financial Services Group LLC |
0 |
18,625 |
+18,625 |
+100% |
| SignalPoint Asset Management LLC |
0 |
13,581 |
+13,581 |
+100% |
| Lowe Wealth Advisors LLC |
0 |
13 |
+13 |
+100% |
| Riverview Trust Co |
0 |
350 |
+350 |
+100% |
| BTC Capital Management Inc. |
0 |
294,765 |
+294,765 |
+100% |
| Trust Point Inc. |
0 |
59,369 |
+59,369 |
+100% |
| Moloney Securities Asset Management LLC |
0 |
6,012 |
+6,012 |
+100% |
| Summit Global Investments |
0 |
20,552 |
+20,552 |
+100% |
| Stewardship Advisors LLC |
0 |
406,647 |
+406,647 |
+100% |
| Ferguson Shapiro LLC |
0 |
80,110 |
+80,110 |
+100% |
| LifeSteps Financial Inc. |
0 |
2,679 |
+2,679 |
+100% |
| Apeiron RIA LLC |
0 |
5,111 |
+5,111 |
+100% |
| Legacy Financial Group LLC |
0 |
9,312 |
+9,312 |
+100% |
| GoalVest Advisory LLC |
0 |
1,844 |
+1,844 |
+100% |
| Opal Wealth Advisors LLC |
0 |
513 |
+513 |
+100% |
| Clarity Financial LLC |
0 |
5,067 |
+5,067 |
+100% |
| Strategic Financial Concepts LLC |
0 |
21,335 |
+21,335 |
+100% |
| Eagle Strategies LLC |
0 |
19,108 |
+19,108 |
+100% |
| New Perspectives Inc |
0 |
59,282 |
+59,282 |
+100% |
| Wealthspan Partners LLC |
0 |
4,848 |
+4,848 |
+100% |
| Ameliora Wealth Management Ltd. |
0 |
5,000 |
+5,000 |
+100% |
| Vance Wealth Inc. |
0 |
6,048 |
+6,048 |
+100% |
| FirstPurpose Wealth LLC |
0 |
5,045 |
+5,045 |
+100% |
| Global Assets Advisory LLC |
0 |
658,416 |
+658,416 |
+100% |
| Arista Wealth Management LLC |
0 |
10,991 |
+10,991 |
+100% |
| PFG Investments LLC |
0 |
142,076 |
+142,076 |
+100% |
| Norden Group LLC |
0 |
22,456 |
+22,456 |
+100% |
| Jamison Private Wealth Management Inc. |
0 |
1,769 |
+1,769 |
+100% |
| Naples Money Management LLC |
0 |
494 |
+494 |
+100% |
| Rakuten Securities Inc. |
0 |
2,113 |
+2,113 |
+100% |
| GAMMA Investing LLC |
0 |
2,777 |
+2,777 |
+100% |
| Focus Financial Network Inc. |
0 |
258,555 |
+258,555 |
+100% |
| Edge Financial Advisors LLC |
0 |
20,569 |
+20,569 |
+100% |
| Tenon Financial LLC |
0 |
6,905 |
+6,905 |
+100% |
| Diversify Advisory Services LLC |
0 |
230,928 |
+230,928 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Horizon Bancorp Inc. IN |
145 |
145 |
UNCH |
0.00% |
| VAUGHAN & Co SECURITIES INC. |
40,500 |
40,500 |
UNCH |
0.00% |
| First National Corp MA ADV |
23,100 |
23,100 |
UNCH |
0.00% |
| Klingenstein Fields & Co. LP |
8,498 |
8,498 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
829 |
829 |
UNCH |
0.00% |
| Factory Mutual Insurance Co. |
28,100 |
28,100 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
9,635 |
9,635 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
16,613 |
16,613 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
15,999 |
15,999 |
UNCH |
0.00% |
| Adirondack Trust Co. |
5,190 |
5,190 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
200 |
200 |
UNCH |
0.00% |
| Villere ST Denis J & Co. LLC |
5,153 |
5,153 |
UNCH |
0.00% |
| Boyd Watterson Asset Management LLC OH |
700 |
700 |
UNCH |
0.00% |
| First National Bank & Trust Co. of Newtown |
23,161 |
23,161 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
6,353 |
6,353 |
UNCH |
0.00% |
| Hall Laurie J Trustee |
900 |
900 |
UNCH |
0.00% |
| GHP Investment Advisors Inc. |
643 |
643 |
UNCH |
0.00% |
| Argent Advisors Inc. |
5,621 |
5,621 |
UNCH |
0.00% |
| Cohen Klingenstein LLC |
43,329 |
43,329 |
UNCH |
0.00% |
| Narwhal Capital Management |
7,190 |
7,190 |
UNCH |
0.00% |
| Sageworth Trust Co |
112,676 |
112,676 |
UNCH |
0.00% |
| Asset Allocation & Management Company LLC |
80,229 |
80,229 |
UNCH |
0.00% |
| Fiera Capital Corp |
64,663 |
64,663 |
UNCH |
0.00% |
| Rocky Mountain Advisers LLC |
51 |
51 |
UNCH |
0.00% |
| Perkins Coie Trust Co |
4,716 |
4,716 |
UNCH |
0.00% |
| Wright Fund Managment LLC |
6,475 |
6,475 |
UNCH |
0.00% |
| Macroview Investment Management LLC |
1,688 |
1,688 |
UNCH |
0.00% |
| F&V Capital Management LLC |
13,885 |
13,885 |
UNCH |
0.00% |
| Bouchey Financial Group Ltd |
5,468 |
5,468 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
205,903 |
205,903 |
UNCH |
0.00% |
| CKW Financial Group |
2,756 |
2,756 |
UNCH |
0.00% |
| Lunt Capital Management Inc. |
7,639 |
7,639 |
UNCH |
0.00% |
| Ayalon Holdings Ltd. |
300 |
300 |
UNCH |
0.00% |
| Community Bank & Trust Waco Texas |
5,058 |
5,058 |
UNCH |
0.00% |
| Harbour Capital Advisors LLC |
13,419 |
13,419 |
UNCH |
0.00% |
| Farmers & Merchants Trust Co of Chambersburg PA |
750 |
750 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
1,134 |
1,134 |
UNCH |
0.00% |
| Retirement Group LLC |
662 |
662 |
UNCH |
0.00% |
| Ariston Services Group |
187,052 |
187,052 |
UNCH |
0.00% |
| Sunesis Advisors LLC |
25,217 |
25,217 |
UNCH |
0.00% |
| Essex Savings Bank |
27,649 |
27,649 |
UNCH |
0.00% |
| Princeton Global Asset Management LLC |
477 |
477 |
UNCH |
0.00% |
| Market Street Wealth Management Advisors LLC |
38,223 |
38,223 |
UNCH |
0.00% |
| Oldfather Financial Services LLC |
6,034 |
6,034 |
UNCH |
0.00% |
| PSI Advisors LLC |
22 |
22 |
UNCH |
0.00% |
| Legend Financial Advisors Inc. |
221 |
221 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
38,138 |
38,138 |
UNCH |
0.00% |
| Key Financial Inc |
16,325 |
16,325 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
16,171 |
16,171 |
UNCH |
0.00% |
| Game Plan Financial Advisors LLC |
35 |
35 |
UNCH |
0.00% |
| McLean Asset Management Corp |
8,315 |
8,315 |
UNCH |
0.00% |
| Bond & Devick Financial Network Inc. |
6,073 |
6,073 |
UNCH |
0.00% |
| Brown Financial Advisory |
6,267 |
6,267 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
3,440 |
3,440 |
UNCH |
0.00% |
| Piscataqua Savings Bank |
74 |
74 |
UNCH |
0.00% |
| GP Brinson Investments LLC |
361,265 |
361,265 |
UNCH |
0.00% |
| Hennion & Walsh Asset Management Inc. |
6,662 |
6,662 |
UNCH |
0.00% |
| JTC Employer Solutions Trusteee Ltd |
8,020 |
8,020 |
UNCH |
0.00% |
| Pine Haven Investment Counsel Inc |
5,048 |
5,048 |
UNCH |
0.00% |
| OLIO Financial Planning |
79,859 |
79,859 |
UNCH |
0.00% |
| Intergy Private Wealth LLC |
7,818 |
7,818 |
UNCH |
0.00% |
| Ulland Investment Advisors LLC |
335 |
335 |
UNCH |
0.00% |
| Quantum Financial Advisors LLC |
14,844 |
14,844 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
2,742 |
2,742 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
718 |
718 |
UNCH |
0.00% |
| Horizons Wealth Management |
13,876 |
13,876 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
2,448 |
2,448 |
UNCH |
0.00% |
| Dakota Community Bank & Trust NA |
318 |
318 |
UNCH |
0.00% |
| Fee Only Financial Planning L.C. |
8,310 |
8,310 |
UNCH |
0.00% |
| Trifecta Capital Advisors LLC |
6,348 |
6,348 |
UNCH |
0.00% |
| Forza Wealth Management LLC |
28,787 |
28,787 |
UNCH |
0.00% |
| Seed Wealth Management Inc. |
5,790 |
5,790 |
UNCH |
0.00% |
| Petra Financial Advisors Inc. |
11,515 |
11,515 |
UNCH |
0.00% |
| Sebold Capital Management Inc. |
7,024 |
7,024 |
UNCH |
0.00% |
| ZRC Wealth Management LLC |
414 |
414 |
UNCH |
0.00% |
| Arlington Trust Co LLC |
1,750 |
1,750 |
UNCH |
0.00% |
| PFS Partners LLC |
88 |
88 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
1,976 |
1,976 |
UNCH |
0.00% |
| Trust Co of the South |
65,701 |
65,701 |
UNCH |
0.00% |
| Peirce Capital Management LLC |
12,205 |
12,205 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
506 |
506 |
UNCH |
0.00% |
| Sachetta LLC |
9,159 |
9,159 |
UNCH |
0.00% |
| Partnership Wealth Management LLC |
99 |
99 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
5,051 |
5,051 |
UNCH |
0.00% |
| 13F Filers Decreasing VWO Share Count |
|---|
| Mendota Financial Group LLC |
3,006 |
57 |
-2,949 |
-98.10% |
| Aprio Wealth Management LLC |
97,920 |
6,837 |
-91,083 |
-93.02% |
| Tsfg LLC |
8,515 |
949 |
-7,566 |
-88.85% |
| Carlson Capital Management |
325,497 |
46,140 |
-279,357 |
-85.82% |
| Trust Co. of Virginia VA |
78,050 |
11,064 |
-66,986 |
-85.82% |
| Tyche Wealth Partners LLC |
47,423 |
8,962 |
-38,461 |
-81.10% |
| Mitchell Sinkler & Starr PA |
3,690 |
740 |
-2,950 |
-79.95% |
| Gradient Investments LLC |
7,133 |
1,768 |
-5,365 |
-75.21% |
| Swisher Financial Concepts Inc. |
54,697 |
14,439 |
-40,258 |
-73.60% |
| SJS Investment Consulting Inc. |
379 |
104 |
-275 |
-72.56% |
| LVW Advisors LLC |
24,255 |
6,677 |
-17,578 |
-72.47% |
| Robbins Farley LLC |
148 |
42 |
-106 |
-71.62% |
| Financial Management Professionals Inc. |
1,104 |
343 |
-761 |
-68.93% |
| WFA Asset Management Corp |
274 |
87 |
-187 |
-68.25% |
| Banque Cantonale Vaudoise |
1,327 |
427 |
-900 |
-67.82% |
| HighMark Wealth Management LLC |
870 |
281 |
-589 |
-67.70% |
| Anderson Hoagland & Co. |
441,864 |
147,889 |
-293,975 |
-66.53% |
| S.A. Mason LLC |
10,615 |
3,703 |
-6,912 |
-65.12% |
| Symmetry Partners LLC |
799,870 |
298,396 |
-501,474 |
-62.69% |
| Archford Capital Strategies LLC |
225,246 |
88,937 |
-136,309 |
-60.52% |
| Stephenson National Bank & Trust |
655 |
269 |
-386 |
-58.93% |
| Relyea Zuckerberg Hanson LLC |
37,533 |
15,562 |
-21,971 |
-58.54% |
| SeaCrest Wealth Management LLC |
15,311 |
6,357 |
-8,954 |
-58.48% |
| Bricktown Capital LLC |
437,901 |
182,333 |
-255,568 |
-58.36% |
| Mechanics Bank Trust Department |
26,573 |
11,112 |
-15,461 |
-58.18% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
2,245 |
945 |
-1,300 |
-57.91% |
| Sugarloaf Wealth Management LLC |
6,972 |
3,091 |
-3,881 |
-55.67% |
| Richardson Capital Management LLC |
3,934 |
1,811 |
-2,123 |
-53.97% |
| Sequoia Financial Advisors LLC |
69,936 |
33,620 |
-36,316 |
-51.93% |
| Red Tortoise LLC |
115,001 |
55,565 |
-59,436 |
-51.68% |
| First Citizens Bank & Trust Co. |
260,521 |
126,709 |
-133,812 |
-51.36% |
| Bellevue Asset Management LLC |
484 |
245 |
-239 |
-49.38% |
| MA Private Wealth |
26,985 |
14,021 |
-12,964 |
-48.04% |
| Strategic Wealth Partners Group LLC |
10,204 |
5,496 |
-4,708 |
-46.14% |
| American Institute for Advanced Investment Management LLP |
18,570 |
10,285 |
-8,285 |
-44.61% |
| First Pacific Financial |
14,008 |
8,014 |
-5,994 |
-42.79% |
| True North Advisors LLC |
10,739 |
6,197 |
-4,542 |
-42.29% |
| Kovack Advisors Inc. |
27,924 |
16,490 |
-11,434 |
-40.95% |
| AdvisorNet Financial Inc |
307,406 |
186,995 |
-120,411 |
-39.17% |
| YHB Investment Advisors Inc. |
9,377 |
5,710 |
-3,667 |
-39.11% |
| James J. Burns & Company LLC |
57,381 |
35,456 |
-21,925 |
-38.21% |
| Register Financial Advisors LLC |
3,759 |
2,324 |
-1,435 |
-38.18% |
| Prosperity Consulting Group LLC |
30,888 |
19,106 |
-11,782 |
-38.14% |
| Ashton Thomas Private Wealth LLC |
167,972 |
104,839 |
-63,133 |
-37.59% |
| InTrack Investment Management Inc |
25,117 |
15,694 |
-9,423 |
-37.52% |
| Greenleaf Trust |
67,577 |
43,874 |
-23,703 |
-35.08% |
| Valley National Advisers Inc. |
1,604 |
1,046 |
-558 |
-34.79% |
| Integrated Investment Consultants LLC |
29,615 |
19,375 |
-10,240 |
-34.58% |
| Affinity Capital Advisors LLC |
16,895 |
11,164 |
-5,731 |
-33.92% |
| OmniStar Financial Group Inc. |
13,321 |
8,811 |
-4,510 |
-33.86% |
| First National Trust Co |
7,549 |
5,067 |
-2,482 |
-32.88% |
| Monticello Wealth Management LLC |
157,111 |
105,607 |
-51,504 |
-32.78% |
| Cairn Investment Group Inc. |
339,685 |
228,821 |
-110,864 |
-32.64% |
| Bfsg LLC |
162,288 |
109,927 |
-52,361 |
-32.26% |
| Smith Anglin Financial LLC |
16,846 |
11,552 |
-5,294 |
-31.43% |
| Alliance Wealth Advisors LLC |
18,321 |
12,664 |
-5,657 |
-30.88% |
| Simon Quick Advisors LLC |
224,799 |
156,532 |
-68,267 |
-30.37% |
| Roble Belko & Company Inc |
304,994 |
218,032 |
-86,962 |
-28.51% |
| Roth Financial Partners LLC |
90,241 |
64,621 |
-25,620 |
-28.39% |
| Capital Investment Advisory Services LLC |
12,344 |
8,906 |
-3,438 |
-27.85% |
| Five Oceans Advisors |
45,264 |
33,040 |
-12,224 |
-27.01% |
| Guidance Capital Inc. |
6,926 |
5,082 |
-1,844 |
-26.62% |
| CIC Wealth LLC |
11,726 |
8,623 |
-3,103 |
-26.46% |
| Fortress Wealth Management Inc. |
10,123 |
7,465 |
-2,658 |
-26.26% |
| FFT Wealth Management LLC |
50,941 |
37,702 |
-13,239 |
-25.99% |
| Apexium Financial LP |
9,747 |
7,242 |
-2,505 |
-25.70% |
| Cambridge Investment Research Advisors Inc. |
1,296,761 |
969,224 |
-327,537 |
-25.26% |
| First PREMIER Bank |
48,715 |
36,517 |
-12,198 |
-25.04% |
| Allspring Global Investments Holdings LLC |
1,252,149 |
940,493 |
-311,656 |
-24.89% |
| Bank of New York Mellon Corp |
14,602,793 |
10,985,932 |
-3,616,861 |
-24.77% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
25,929 |
19,511 |
-6,418 |
-24.75% |
| Webster Bank N. A. |
28,407 |
21,407 |
-7,000 |
-24.64% |
| First Interstate Bank |
32,936 |
24,920 |
-8,016 |
-24.34% |
| Ronald Blue Trust Inc. |
59,202 |
44,980 |
-14,222 |
-24.02% |
| Private Ocean LLC |
76,274 |
58,569 |
-17,705 |
-23.21% |
| Liberty Capital Management Inc. |
30,097 |
23,459 |
-6,638 |
-22.06% |
| Norway Savings Bank |
65,587 |
51,240 |
-14,347 |
-21.87% |
| UMA Financial Services Inc. |
6,484 |
5,113 |
-1,371 |
-21.14% |
| My Personal CFO LLC |
19,264 |
15,268 |
-3,996 |
-20.74% |
| Applied Capital LLC |
157,811 |
125,302 |
-32,509 |
-20.60% |
| UMB Bank N A MO |
401,859 |
319,111 |
-82,748 |
-20.59% |
| Morton Brown Family Wealth LLC |
45,741 |
36,486 |
-9,255 |
-20.23% |
| Central Bank & Trust Co. |
391,793 |
313,225 |
-78,568 |
-20.05% |
| Centurion Wealth Management LLC |
6,437 |
5,172 |
-1,265 |
-19.65% |
| Valley Forge Investment Consultants Inc. ADV |
6,282 |
5,073 |
-1,209 |
-19.25% |
| Lodestone Wealth Management LLC |
7,604 |
6,163 |
-1,441 |
-18.95% |
| Capital Investment Advisors LLC |
263,261 |
213,999 |
-49,262 |
-18.71% |
| True Vision MN LLC |
29,726 |
24,204 |
-5,522 |
-18.58% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
215,197 |
175,331 |
-39,866 |
-18.53% |
| Total Wealth Planning LLC |
16,124 |
13,165 |
-2,959 |
-18.35% |
| Lakeridge Wealth Management LLC |
15,397 |
12,588 |
-2,809 |
-18.24% |
| LexAurum Advisors LLC |
7,455 |
6,099 |
-1,356 |
-18.19% |
| Mayport LLC |
41,863 |
34,290 |
-7,573 |
-18.09% |
| Byrne Asset Management LLC |
7,510 |
6,160 |
-1,350 |
-17.98% |
| Coastline Trust Co |
78,215 |
64,608 |
-13,607 |
-17.40% |
| Wealth Enhancement Advisory Services LLC |
15,541,238 |
12,975,930 |
-2,565,308 |
-16.51% |
| Parkside Investments LLC |
22,556 |
18,926 |
-3,630 |
-16.09% |
| RCS Financial Planning LLC |
13,922 |
11,695 |
-2,227 |
-16.00% |
| BSW Wealth Partners |
65,258 |
54,910 |
-10,348 |
-15.86% |
| Marshall Financial Group LLC |
17,386 |
14,700 |
-2,686 |
-15.45% |
| Occidental Asset Management LLC |
5,855 |
4,966 |
-889 |
-15.18% |
| ST Germain D J Co. Inc. |
44,647 |
37,868 |
-6,779 |
-15.18% |
| LS Investment Advisors LLC |
8,133 |
6,902 |
-1,231 |
-15.14% |
| Jeppson Wealth Management LLC |
9,136 |
7,762 |
-1,374 |
-15.04% |
| Omnia Family Wealth LLC |
18,678 |
15,879 |
-2,799 |
-14.99% |
| Appleton Partners Inc. MA |
34,183 |
29,063 |
-5,120 |
-14.98% |
| Falcon Wealth Planning |
62,134 |
52,918 |
-9,216 |
-14.83% |
| MBA Advisors LLC |
13,252 |
11,304 |
-1,948 |
-14.70% |
| Rockland Trust Co. |
50,865 |
43,448 |
-7,417 |
-14.58% |
| Trust Co |
718,298 |
615,392 |
-102,906 |
-14.33% |
| McKinley Carter Wealth Services Inc. |
20,289 |
17,394 |
-2,895 |
-14.27% |
| Oak Harbor Wealth Partners LLC |
11,542 |
9,942 |
-1,600 |
-13.86% |
| Garrett Investment Advisors LLC |
86,133 |
74,204 |
-11,929 |
-13.85% |
| JNBA Financial Advisors |
376,825 |
325,093 |
-51,732 |
-13.73% |
| Narus Financial Partners LLC |
26,636 |
22,990 |
-3,646 |
-13.69% |
| Financial Insights Inc. |
46,759 |
40,480 |
-6,279 |
-13.43% |
| Woodmont Investment Counsel LLC |
133,347 |
115,546 |
-17,801 |
-13.35% |
| Congress Wealth Management LLC DE |
223,574 |
194,205 |
-29,369 |
-13.14% |
| Essex Financial Services Inc. |
18,936 |
16,507 |
-2,429 |
-12.83% |
| Raymond James Trust N.A. |
99,959 |
87,172 |
-12,787 |
-12.79% |
| MONECO Advisors LLC |
18,411 |
16,069 |
-2,342 |
-12.72% |
| Pettinga Financial Advisors LLC |
10,258 |
8,953 |
-1,305 |
-12.72% |
| USA Financial Portformulas Corp |
6,711 |
5,861 |
-850 |
-12.67% |
| Single Point Partners LLC |
71,341 |
62,520 |
-8,821 |
-12.36% |
| Capital Insight Partners LLC |
7,687 |
6,757 |
-930 |
-12.10% |
| Columbia Advisory Partners LLC |
6,728 |
5,937 |
-791 |
-11.76% |
| Zhang Financial LLC |
236,040 |
208,271 |
-27,769 |
-11.76% |
| Family Wealth Partners LLC |
30,850 |
27,228 |
-3,622 |
-11.74% |
| Alpha Omega Wealth Management LLC |
14,123 |
12,548 |
-1,575 |
-11.15% |
| Grove Bank & Trust |
38,914 |
34,753 |
-4,161 |
-10.69% |
| Chemistry Wealth Management LLC |
30,917 |
27,635 |
-3,282 |
-10.62% |
| Aaron Wealth Advisors |
16,221 |
14,504 |
-1,717 |
-10.59% |
| Whitcomb & Hess Inc. |
378,787 |
338,992 |
-39,795 |
-10.51% |
| Activest Wealth Management |
19,130 |
17,135 |
-1,995 |
-10.43% |
| Summit Financial LLC |
181,739 |
162,828 |
-18,911 |
-10.41% |
| Francis Financial Inc. |
60,262 |
54,052 |
-6,210 |
-10.31% |
| Fifth Third Bancorp |
1,998,493 |
1,792,368 |
-206,125 |
-10.31% |
| Aspiriant LLC |
104,700 |
94,014 |
-10,686 |
-10.21% |
| Jag Capital Management LLC |
6,266 |
5,626 |
-640 |
-10.21% |
| Capital Advisors Wealth Management LLC |
5,733 |
5,151 |
-582 |
-10.15% |
| Park Avenue Securities LLC |
159,930 |
143,703 |
-16,227 |
-10.15% |
| Marino Stram & Associates LLC |
9,593 |
8,633 |
-960 |
-10.01% |
| GenTrust LLC |
1,055,835 |
950,954 |
-104,881 |
-9.93% |
| Wealthcare Advisory Partners LLC |
39,673 |
35,747 |
-3,926 |
-9.90% |
| Pacific Life Fund Advisors LLC |
1,067,072 |
961,941 |
-105,131 |
-9.85% |
| Verum Partners LLC |
37,613 |
33,969 |
-3,644 |
-9.69% |
| StoneX Group Inc. |
21,778 |
19,710 |
-2,068 |
-9.50% |
| Opinicus Capital Inc. |
13,940 |
12,649 |
-1,291 |
-9.26% |
| Syverson Strege & Co |
10,810 |
9,815 |
-995 |
-9.20% |
| Raymond James & Associates |
3,302,793 |
3,003,158 |
-299,635 |
-9.07% |
| Meredith Wealth Planning |
15,744 |
14,341 |
-1,403 |
-8.91% |
| LongView Wealth Management |
39,600 |
36,134 |
-3,466 |
-8.75% |
| Glass Jacobson Investment Advisors llc |
20,728 |
18,925 |
-1,803 |
-8.70% |
| Atticus Wealth Management LLC |
3,589 |
3,279 |
-310 |
-8.64% |
| NavPoint Financial Inc. |
58,935 |
53,860 |
-5,075 |
-8.61% |
| Chesley Taft & Associates LLC |
10,424 |
9,526 |
-898 |
-8.61% |
| Gradient Capital Advisors LLC |
21,930 |
20,047 |
-1,883 |
-8.59% |
| Financial Advocates Investment Management |
59,493 |
54,432 |
-5,061 |
-8.51% |
| Telos Capital Management Inc. |
26,842 |
24,561 |
-2,281 |
-8.50% |
| Crestone Asset Management LLC |
119,707 |
109,582 |
-10,125 |
-8.46% |
| Boltwood Capital Management |
11,940 |
10,935 |
-1,005 |
-8.42% |
| TrueWealth Advisors LLC |
7,264 |
6,657 |
-607 |
-8.36% |
| Marotta Asset Management |
523,884 |
481,062 |
-42,822 |
-8.17% |
| Walter & Keenan Financial Consulting Co. MI ADV |
5,561 |
5,111 |
-450 |
-8.09% |
| One Day In July LLC |
121,368 |
111,621 |
-9,747 |
-8.03% |
| Cyndeo Wealth Partners LLC |
64,549 |
59,439 |
-5,110 |
-7.92% |
| Procyon Private Wealth Partners LLC |
169,212 |
155,967 |
-13,245 |
-7.83% |
| Patton Albertson Miller Group LLC |
7,232 |
6,677 |
-555 |
-7.67% |
| HB Wealth Management LLC |
59,394 |
54,874 |
-4,520 |
-7.61% |
| Stordahl Capital Management Inc. |
17,774 |
16,426 |
-1,348 |
-7.58% |
| Catalyst Financial Partners LLC |
22,346 |
20,666 |
-1,680 |
-7.52% |
| Etesian Wealth Advisors Inc. |
14,081 |
13,028 |
-1,053 |
-7.48% |
| Root Financial Partners LLC |
17,772 |
16,459 |
-1,313 |
-7.39% |
| Compass Ion Advisors LLC |
54,638 |
50,608 |
-4,030 |
-7.38% |
| Sarasin & Partners LLP |
90,623 |
83,946 |
-6,677 |
-7.37% |
| Nations Financial Group Inc. IA ADV |
199,506 |
185,011 |
-14,495 |
-7.27% |
| Charter Oak Capital Management LLC |
39,943 |
37,059 |
-2,884 |
-7.22% |
| Massmutual Trust Co. FSB ADV |
435,055 |
403,653 |
-31,402 |
-7.22% |
| CENTRAL TRUST Co |
75,460 |
70,055 |
-5,405 |
-7.16% |
| Sage Financial Group Inc. |
257,159 |
238,899 |
-18,260 |
-7.10% |
| Valeo Financial Advisors LLC |
900,139 |
836,621 |
-63,518 |
-7.06% |
| Institute for Wealth Management LLC. |
29,857 |
27,813 |
-2,044 |
-6.85% |
| Peak Financial Management Inc. |
25,758 |
24,049 |
-1,709 |
-6.63% |
| Murphy Middleton Hinkle & Parker Inc. |
56,119 |
52,481 |
-3,638 |
-6.48% |
| Keel Point LLC |
35,331 |
33,091 |
-2,240 |
-6.34% |
| C2C Wealth Management LLC |
47,494 |
44,507 |
-2,987 |
-6.29% |
| BKM Wealth Management LLC |
92,497 |
86,695 |
-5,802 |
-6.27% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
12,864 |
12,062 |
-802 |
-6.23% |
| Schoolcraft Capital LLC |
43,969 |
41,258 |
-2,711 |
-6.17% |
| Tilson Financial Group Inc. |
20,149 |
18,913 |
-1,236 |
-6.13% |
| Phillips Financial Management LLC |
37,283 |
35,033 |
-2,250 |
-6.03% |
| NBT Bank N A NY |
39,651 |
37,265 |
-2,386 |
-6.02% |
| Park National Corp OH |
37,374 |
35,124 |
-2,250 |
-6.02% |
| Bridgewater Advisors Inc. |
16,353 |
15,371 |
-982 |
-6.01% |
| MGO Private Wealth LLC |
127,911 |
120,250 |
-7,661 |
-5.99% |
| Twin Peaks Wealth Advisors LLC |
9,340 |
8,789 |
-551 |
-5.90% |
| Cornerstone Wealth Management LLC |
39,984 |
37,676 |
-2,308 |
-5.77% |
| DecisionPoint Financial LLC |
17,366 |
16,377 |
-989 |
-5.70% |
| First Hawaiian Bank |
83,301 |
78,622 |
-4,679 |
-5.62% |
| Allegiance Financial Group Advisory Services LLC |
71,190 |
67,203 |
-3,987 |
-5.60% |
| WealthShield Partners LLC |
13,810 |
13,038 |
-772 |
-5.59% |
| Dupont Capital Management Corp |
895,517 |
845,626 |
-49,891 |
-5.57% |
| Rosenberg Matthew Hamilton |
37,556 |
35,490 |
-2,066 |
-5.50% |
| Venturi Wealth Management LLC |
535,722 |
506,450 |
-29,272 |
-5.46% |
| REDW Wealth LLC |
187,633 |
177,426 |
-10,207 |
-5.44% |
| Arbor Investment Advisors LLC |
639,057 |
604,281 |
-34,776 |
-5.44% |
| Atlas Private Wealth Management |
26,589 |
25,158 |
-1,431 |
-5.38% |
| Compass Advisory Group LLC |
39,657 |
37,527 |
-2,130 |
-5.37% |
| Family CFO Inc |
79,033 |
74,810 |
-4,223 |
-5.34% |
| Pacifica Partners Inc. |
2,720 |
2,575 |
-145 |
-5.33% |
| Kiley Juergens Wealth Management LLC |
19,965 |
18,900 |
-1,065 |
-5.33% |
| American Financial Advisors LLC |
73,193 |
69,339 |
-3,854 |
-5.27% |
| Morton Capital Management LLC CA |
12,743 |
12,076 |
-667 |
-5.23% |
| Heartwood Wealth Advisors LLC |
74,989 |
71,066 |
-3,923 |
-5.23% |
| Consolidated Portfolio Review Corp |
136,965 |
129,819 |
-7,146 |
-5.22% |
| Strategies Wealth Advisors LLC |
78,597 |
74,568 |
-4,029 |
-5.13% |
| Foster Group Inc. |
138,615 |
131,580 |
-7,035 |
-5.08% |
| SOL Capital Management CO |
80,506 |
76,446 |
-4,060 |
-5.04% |
| Waypoint Wealth Partners Inc. |
17,446 |
16,589 |
-857 |
-4.91% |
| Leavell Investment Management Inc. |
177,746 |
169,031 |
-8,715 |
-4.90% |
| Galvin Gaustad & Stein LLC |
235,495 |
223,980 |
-11,515 |
-4.89% |
| Foster & Motley Inc. |
6,475 |
6,163 |
-312 |
-4.82% |
| Hilltop Wealth Advisors LLC |
82,965 |
78,976 |
-3,989 |
-4.81% |
| Exchange Bank |
6,973 |
6,638 |
-335 |
-4.80% |
| RWM Asset Management LLC |
6,440 |
6,133 |
-307 |
-4.77% |
| Hassell Wealth Management LLC |
29,051 |
27,672 |
-1,379 |
-4.75% |
| Conrad Siegel Investment Advisors Inc. |
20,700 |
19,717 |
-983 |
-4.75% |
| Flagship Harbor Advisors LLC |
66,800 |
63,694 |
-3,106 |
-4.65% |
| Connecticut Wealth Management LLC |
69,153 |
65,946 |
-3,207 |
-4.64% |
| Allworth Financial LP |
675,699 |
644,706 |
-30,993 |
-4.59% |
| Mission Wealth Management LP |
485,946 |
464,053 |
-21,893 |
-4.51% |
| Financial Strategies Group Inc. |
85,901 |
82,038 |
-3,863 |
-4.50% |
| Congress Asset Management Co. MA |
107,571 |
102,852 |
-4,719 |
-4.39% |
| Ausdal Financial Partners Inc. |
22,167 |
21,208 |
-959 |
-4.33% |
| J.W. Cole Advisors Inc. |
120,837 |
115,681 |
-5,156 |
-4.27% |
| Chapin Davis Inc. |
26,076 |
24,966 |
-1,110 |
-4.26% |
| Crestmont Private Wealth LLC |
313,766 |
300,523 |
-13,243 |
-4.22% |
| OLD National Bancorp IN |
318,847 |
305,503 |
-13,344 |
-4.19% |
| Powell Investment Advisors LLC |
74,359 |
71,259 |
-3,100 |
-4.17% |
| Colton Groome Financial Advisors LLC |
6,403 |
6,141 |
-262 |
-4.09% |
| Colorado Capital Management Inc. |
9,696 |
9,301 |
-395 |
-4.07% |
| Buckingham Capital Management Inc. |
11,120 |
10,669 |
-451 |
-4.06% |
| Level Financial Advisors Inc. |
41,502 |
39,877 |
-1,625 |
-3.92% |
| Arcadia Investment Management Corp MI |
29,706 |
28,581 |
-1,125 |
-3.79% |
| Brown Advisory Inc. |
1,549,190 |
1,490,571 |
-58,619 |
-3.78% |
| Family Firm Inc. |
117,159 |
112,790 |
-4,369 |
-3.73% |
| Ascent Wealth Partners LLC |
18,747 |
18,061 |
-686 |
-3.66% |
| New Harbor Financial Group LLC |
24,464 |
23,576 |
-888 |
-3.63% |
| Orgel Wealth Management LLC |
16,661 |
16,087 |
-574 |
-3.45% |
| Sterling Investment Management Inc. |
52,262 |
50,503 |
-1,759 |
-3.37% |
| GLOBALT Investments LLC GA |
576,161 |
557,458 |
-18,703 |
-3.25% |
| Vista Wealth Management Group LLC |
16,043 |
15,526 |
-517 |
-3.22% |
| Northeast Investment Management |
181,950 |
176,097 |
-5,853 |
-3.22% |
| SWP Financial LLC |
6,416 |
6,212 |
-204 |
-3.18% |
| Navalign LLC |
34,698 |
33,608 |
-1,090 |
-3.14% |
| Spire Wealth Management |
155,869 |
151,088 |
-4,781 |
-3.07% |
| Monarch Capital Management Inc. |
58,512 |
56,743 |
-1,769 |
-3.02% |
| Cary Street Partners Investment Advisory LLC |
44,512 |
43,186 |
-1,326 |
-2.98% |
| Northern Oak Wealth Management Inc. |
138,379 |
134,311 |
-4,068 |
-2.94% |
| Investment Advisory Group LLC |
25,564 |
24,828 |
-736 |
-2.88% |
| Baker Ellis Asset Management LLC |
9,683 |
9,407 |
-276 |
-2.85% |
| Defined Wealth Management LLC |
82,243 |
79,915 |
-2,328 |
-2.83% |
| Sharper & Granite LLC |
13,596 |
13,233 |
-363 |
-2.67% |
| Warren Street Wealth Advisors LLC |
14,170 |
13,797 |
-373 |
-2.63% |
| Mustard Seed Financial LLC |
17,614 |
17,160 |
-454 |
-2.58% |
| WASHINGTON TRUST Co |
16,999 |
16,586 |
-413 |
-2.43% |
| Annapolis Financial Services LLC |
140,742 |
137,366 |
-3,376 |
-2.40% |
| Janney Capital Management LLC |
238,640 |
233,025 |
-5,615 |
-2.35% |
| Pioneer Wealth Management Group |
9,570 |
9,346 |
-224 |
-2.34% |
| MY Purposeful Wealth CORP. |
10,366 |
10,124 |
-242 |
-2.33% |
| Clarius Group LLC |
148,199 |
144,755 |
-3,444 |
-2.32% |
| Arkadios Wealth Advisors |
81,745 |
79,871 |
-1,874 |
-2.29% |
| Crescent Grove Advisors LLC |
35,875 |
35,094 |
-781 |
-2.18% |
| Acorn Wealth Advisors LLC |
8,110 |
7,938 |
-172 |
-2.12% |
| Hubbell Strickland Wealth Management LLC |
7,961 |
7,797 |
-164 |
-2.06% |
| Dakota Wealth Management |
34,769 |
34,052 |
-717 |
-2.06% |
| Strategic Advisors LLC |
13,999 |
13,712 |
-287 |
-2.05% |
| Palisade Asset Management LLC |
20,798 |
20,378 |
-420 |
-2.02% |
| Austin Asset Management Co Inc |
12,394 |
12,149 |
-245 |
-1.98% |
| Naples Global Advisors LLC |
96,977 |
95,141 |
-1,836 |
-1.89% |
| Boston Trust Walden Corp |
177,179 |
173,934 |
-3,245 |
-1.83% |
| Alaska Permanent Fund Corp |
6,920,671 |
6,800,640 |
-120,031 |
-1.73% |
| HTG Investment Advisors Inc. |
14,286 |
14,046 |
-240 |
-1.68% |
| Natixis Advisors L.P. |
278,677 |
274,105 |
-4,572 |
-1.64% |
| Gilman Hill Asset Management LLC |
51,320 |
50,490 |
-830 |
-1.62% |
| Strategic Blueprint LLC |
132,902 |
130,760 |
-2,142 |
-1.61% |
| Courier Capital LLC |
144,729 |
142,461 |
-2,268 |
-1.57% |
| CAPROCK Group Inc. |
623,963 |
614,546 |
-9,417 |
-1.51% |
| Seaside Wealth Management Inc. |
25,175 |
24,802 |
-373 |
-1.48% |
| MBE Wealth Management LLC |
5,101 |
5,026 |
-75 |
-1.47% |
| Lindbrook Capital LLC |
28,313 |
27,896 |
-417 |
-1.47% |
| First National Bank |
61,165 |
60,299 |
-866 |
-1.42% |
| Dynamic Advisor Solutions LLC |
305,142 |
300,858 |
-4,284 |
-1.40% |
| Financial Perspectives Inc |
8,610 |
8,490 |
-120 |
-1.39% |
| Signet Financial Management LLC |
23,781 |
23,455 |
-326 |
-1.37% |
| DB Fitzpatrick & Co Inc |
4,581 |
4,520 |
-61 |
-1.33% |
| Matisse Capital |
7,196 |
7,100 |
-96 |
-1.33% |
| Wealth Advisory Solutions LLC |
84,819 |
83,702 |
-1,117 |
-1.32% |
| Opus Capital Group LLC |
89,724 |
88,583 |
-1,141 |
-1.27% |
| Stephens Consulting LLC |
1,878 |
1,855 |
-23 |
-1.22% |
| Wooster Corthell Wealth Management Inc. |
80,558 |
79,582 |
-976 |
-1.21% |
| Summit Financial Group Inc. |
64,466 |
63,698 |
-768 |
-1.19% |
| Bangor Savings Bank |
315,023 |
311,350 |
-3,673 |
-1.17% |
| Twelve Points Wealth Management LLC |
5,545 |
5,483 |
-62 |
-1.12% |
| Kanawha Capital Management LLC |
128,930 |
127,588 |
-1,342 |
-1.04% |
| Colony Family Offices LLC |
442,982 |
438,573 |
-4,409 |
-1.00% |
| Tarbox Family Office Inc. |
284,013 |
281,195 |
-2,818 |
-0.99% |
| Pachira Investments Inc. |
35,738 |
35,384 |
-354 |
-0.99% |
| Chicago Partners Investment Group LLC |
41,582 |
41,172 |
-410 |
-0.99% |
| Matthew Goff Investment Advisor LLC |
22,283 |
22,065 |
-218 |
-0.98% |
| Lbmc Investment Advisors LLC |
188,476 |
186,678 |
-1,798 |
-0.95% |
| Brickley Wealth Management |
58,700 |
58,153 |
-547 |
-0.93% |
| Bray Capital Advisors |
81,178 |
80,435 |
-743 |
-0.92% |
| Waller Financial Planning Group Inc. |
102,430 |
101,506 |
-924 |
-0.90% |
| Everett Harris & Co. CA |
31,685 |
31,411 |
-274 |
-0.86% |
| Stock Yards Bank & Trust Co. |
36,565 |
36,250 |
-315 |
-0.86% |
| Columbus Macro LLC |
69,018 |
68,440 |
-578 |
-0.84% |
| Oakwell Private Wealth Management LLC |
122,950 |
121,932 |
-1,018 |
-0.83% |
| Exchange Capital Management Inc. |
44,659 |
44,301 |
-358 |
-0.80% |
| Patriot Investment Management Inc. |
853,153 |
846,508 |
-6,645 |
-0.78% |
| Ballentine Partners LLC |
2,905,655 |
2,883,714 |
-21,941 |
-0.76% |
| Windsor Capital Management LLC |
33,905 |
33,662 |
-243 |
-0.72% |
| Norris Perne & French LLP MI |
132,919 |
131,966 |
-953 |
-0.72% |
| Peterson Wealth Advisors LLC |
77,238 |
76,686 |
-552 |
-0.71% |
| ADE LLC |
8,836 |
8,774 |
-62 |
-0.70% |
| Pinnacle Associates Ltd. |
167,332 |
166,157 |
-1,175 |
-0.70% |
| E&G Advisors LP |
63,420 |
62,990 |
-430 |
-0.68% |
| Cedar Brook Financial Partners LLC |
101,348 |
100,669 |
-679 |
-0.67% |
| LVM Capital Management Ltd. MI |
10,520 |
10,450 |
-70 |
-0.67% |
| Carmichael Hill & Associates Inc. |
24,799 |
24,635 |
-164 |
-0.66% |
| Harbor Advisory Corp MA |
227,224 |
225,770 |
-1,454 |
-0.64% |
| Sunflower Bank N.A. |
244,900 |
243,458 |
-1,442 |
-0.59% |
| Arbor Trust Wealth Advisors LLC |
30,449 |
30,274 |
-175 |
-0.57% |
| Bridges Investment Management Inc. |
2,095,075 |
2,083,399 |
-11,676 |
-0.56% |
| Archvest Wealth Advisors Inc. |
19,425 |
19,321 |
-104 |
-0.54% |
| Confluence Wealth Services Inc. |
6,200 |
6,167 |
-33 |
-0.53% |
| TI Trust Inc. |
49,088 |
48,831 |
-257 |
-0.52% |
| Financial Enhancement Group LLC |
45,667 |
45,435 |
-232 |
-0.51% |
| WealthBridge Investment Counsel Inc. |
109,275 |
108,745 |
-530 |
-0.49% |
| Cantor Fitzgerald Investment Adviser L.P. |
256,796 |
255,534 |
-1,262 |
-0.49% |
| Grimes & Company Inc. |
63,644 |
63,334 |
-310 |
-0.49% |
| Manning & Napier Group LLC |
441,733 |
439,666 |
-2,067 |
-0.47% |
| Legacy Bridge LLC |
16,275 |
16,202 |
-73 |
-0.45% |
| Cora Capital Advisors LLC |
16,618 |
16,546 |
-72 |
-0.43% |
| AFG Fiduciary Services Limited Partnership |
22,730 |
22,635 |
-95 |
-0.42% |
| Commonwealth Equity Services LLC |
6,860,404 |
6,833,663 |
-26,741 |
-0.39% |
| Integrity Wealth Solutions LLC |
55,175 |
54,969 |
-206 |
-0.37% |
| KMG Fiduciary Partners LLC |
36,656 |
36,523 |
-133 |
-0.36% |
| MPS Loria Financial Planners LLC |
7,679 |
7,651 |
-28 |
-0.36% |
| Ironwood Wealth Management LLC. |
7,522 |
7,495 |
-27 |
-0.36% |
| Jmac Enterprises LLC |
5,294 |
5,276 |
-18 |
-0.34% |
| Global Strategic Investment Solutions LLC |
74,897 |
74,647 |
-250 |
-0.33% |
| Mather Group LLC. |
7,677,583 |
7,654,134 |
-23,449 |
-0.31% |
| Unionview LLC |
19,281 |
19,223 |
-58 |
-0.30% |
| TFC Financial Management |
7,008 |
6,990 |
-18 |
-0.26% |
| RF&L Wealth Management LLC |
19,225 |
19,181 |
-44 |
-0.23% |
| Global Trust Asset Management LLC |
37,476 |
37,391 |
-85 |
-0.23% |
| Private Wealth Management Group LLC |
10,100 |
10,079 |
-21 |
-0.21% |
| Founders Financial Securities LLC |
11,735 |
11,712 |
-23 |
-0.20% |
| Peoples Financial Services CORP. |
1,700 |
1,697 |
-3 |
-0.18% |
| Moisand Fitzgerald Tamayo LLC |
2,144 |
2,141 |
-3 |
-0.14% |
| RDA Financial Network |
16,311 |
16,289 |
-22 |
-0.13% |
| Warner Financial Inc. |
61,836 |
61,778 |
-58 |
-0.09% |
| Barry Investment Advisors LLC |
210,105 |
209,936 |
-169 |
-0.08% |
| JFS Wealth Advisors LLC |
225,529 |
225,400 |
-129 |
-0.06% |
| Lam Group Inc. |
15,860 |
15,855 |
-5 |
-0.03% |
| Kathleen S. Wright Associates Inc. |
5,798 |
5,796 |
-2 |
-0.03% |
| Sage Capital Advisors llc |
10,866 |
10,863 |
-3 |
-0.03% |
| Live Oak Private Wealth LLC |
10,556 |
10,555 |
-1 |
-0.01% |
| Country Club Bank GFN |
22,995 |
22,993 |
-2 |
-0.01% |
| Sigma Investment Counselors Inc. |
665,303 |
665,289 |
-14 |
-0.00% |
| 13F Filers Exiting VWO |
|---|
| Marathon Strategic Advisors LLC |
95,435 |
0 |
-95,435 |
-100.00% |
| Olympus Wealth Management LLC |
23,023 |
0 |
-23,023 |
-100.00% |
| O Connor Financial Group LLC |
10,084 |
0 |
-10,084 |
-100.00% |
| Oak Hill Wealth Advisors LLC |
133,914 |
0 |
-133,914 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
227 |
0 |
-227 |
-100.00% |
| Strata Wealth Advisors LLC |
6,070 |
0 |
-6,070 |
-100.00% |
| W Advisors LLC |
5,164 |
0 |
-5,164 |
-100.00% |
| Joule Financial LLC |
144,869 |
0 |
-144,869 |
-100.00% |
| Safeguard Financial LLC |
7,116 |
0 |
-7,116 |
-100.00% |
| Sandy Cove Advisors LLC |
17,649 |
0 |
-17,649 |
-100.00% |
| Henrickson Nauta Wealth Advisors Inc. |
6,944 |
0 |
-6,944 |
-100.00% |
| Whalen Wealth Management Inc. |
26,124 |
0 |
-26,124 |
-100.00% |
| Independent Wealth Network Inc. |
6,419 |
0 |
-6,419 |
-100.00% |
| Koss Olinger Consulting LLC |
242,639 |
0 |
-242,639 |
-100.00% |
| Acas LLC |
5,113 |
0 |
-5,113 |
-100.00% |
| Solitude Financial Services |
124,723 |
0 |
-124,723 |
-100.00% |
| Tennessee Valley Asset Management Partners |
863 |
0 |
-863 |
-100.00% |
| Advisor Resource Council |
281,604 |
0 |
-281,604 |
-100.00% |
| Satovsky Asset Management LLC |
5,516 |
0 |
-5,516 |
-100.00% |
| H&H Retirement Design & Management INC |
5,381 |
0 |
-5,381 |
-100.00% |
| Investment Research & Advisory Group Inc. |
98 |
0 |
-98 |
-100.00% |
| Cardinal Strategic Wealth Guidance |
1,050 |
0 |
-1,050 |
-100.00% |
| Beacon Financial Advisory LLC |
5,804 |
0 |
-5,804 |
-100.00% |
| Paragon Advisors LLC |
21,152 |
0 |
-21,152 |
-100.00% |
| Carolina Wealth Advisors LLC |
5 |
0 |
-5 |
-100.00% |
| Curated Wealth Partners LLC |
34,850 |
0 |
-34,850 |
-100.00% |
| Bremer Bank National Association |
21,869 |
0 |
-21,869 |
-100.00% |
| Inscription Capital LLC |
8,547 |
0 |
-8,547 |
-100.00% |
| Costello Asset Management INC |
157 |
0 |
-157 |
-100.00% |
| WoodTrust Financial Corp |
388,098 |
0 |
-388,098 |
-100.00% |
| Sawyer & Company Inc |
707 |
0 |
-707 |
-100.00% |
| Parisi Gray Wealth Management |
46,820 |
0 |
-46,820 |
-100.00% |
| Founders Capital Management |
1,638 |
0 |
-1,638 |
-100.00% |
| BlueSky Wealth Advisors LLC |
169,317 |
0 |
-169,317 |
-100.00% |
| Northwest Quadrant Wealth Management LLC |
240,088 |
0 |
-240,088 |
-100.00% |
| Perennial Advisors LLC |
48,745 |
0 |
-48,745 |
-100.00% |
| Meridian Wealth Management LLC |
55,395 |
0 |
-55,395 |
-100.00% |
| Polianta Ltd |
164,100 |
0 |
-164,100 |
-100.00% |
| Canal Capital Management LLC |
7,663 |
0 |
-7,663 |
-100.00% |
| Tradewinds Capital Management LLC |
4 |
0 |
-4 |
-100.00% |
| Arlington Capital Management Inc. |
12,491 |
0 |
-12,491 |
-100.00% |
| Wiser Wealth Management Inc |
6,116 |
0 |
-6,116 |
-100.00% |
| Newman Dignan & Sheerar Inc. |
7,637 |
0 |
-7,637 |
-100.00% |
| Thomasville National Bank |
5,002 |
0 |
-5,002 |
-100.00% |
| Annex Advisory Services LLC |
12,444 |
0 |
-12,444 |
-100.00% |
| Main Street Research LLC |
6,787 |
0 |
-6,787 |
-100.00% |
| Brookmont Capital Management |
5,221 |
0 |
-5,221 |
-100.00% |
| West Coast Financial LLC |
5,091 |
0 |
-5,091 |
-100.00% |
| Simplex Trading LLC |
8,559 |
0 |
-8,559 |
-100.00% |
| Harel Insurance Investments & Financial Services Ltd. |
121,078 |
0 |
-121,078 |
-100.00% |
| Migdal Insurance & Financial Holdings Ltd. |
47 |
0 |
-47 |
-100.00% |
| Meitav Dash Investments Ltd. |
8,832 |
0 |
-8,832 |
-100.00% |
| AlphaMark Advisors LLC |
162 |
0 |
-162 |
-100.00% |
| Hollencrest Capital Management |
492 |
0 |
-492 |
-100.00% |
| Rational Advisors LLC |
6,002,949 |
0 |
-6,002,949 |
-100.00% |
| Fulton Bank N.A. |
7,025 |
0 |
-7,025 |
-100.00% |
See Summary: Institutional Holders of VWO
See Details: Top 10 Hedge Funds Holding VWO
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