| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Acropolis Investment Management, LLC | 168,572 | 31,894,000 | 87.98% | ||
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5,475 | 1,035,000 | 2.85% | ||
| 3 | Wealth Architects, LLC | 2,900 | 549,000 | 1.51% | ||
| 4 | Paradigm Financial Advisors, LLC | 2,889 | 546,000 | 1.51% | ||
| 5 | LBMC INVESTMENT ADVISORS, LLC | 2,844 | 538,000 | 1.48% | ||
| 6 | GUYASUTA INVESTMENT ADVISORS INC | 2,200 | 416,000 | 1.15% | ||
| 7 | MITCHELL MCLEOD PUGH & WILLIAMS INC | 2,122 | 402,000 | 1.11% | ||
| 8 | Buffington Mohr McNeal | 1,813 | 343,000 | 0.95% | ||
| 9 | CORNERCAP INVESTMENT COUNSEL INC | 1,672 | 316,000 | 0.87% | ||
| 10 | D'Orazio & Associates, Inc. | 1,112 | 210,000 | 0.58% | ||
| 11 | American Research & Management Co. | 19 | 4,000 | 0.01% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
