Vanguard Consumer Discre ETFVCRETF
13F holders, Q4 2024 (December 31)535holders +50
55new positions
26sold out
3famous investors
$374.66avg. 13F price*
At the end of Q4 2024, 535 institutions reported holding Vanguard Consumer Discre ETF (VCR) in their 13F filings, up 50 from Q3 2024. 55 opened new positions and 26 sold out. The largest holders were Bank of America Corp. ($520.3M), JPMorgan Chase & Co. ($182.0M) and Beacon Capital Management, Inc. ($169.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vanguard Consumer Discre ETF
- CUSIP
- 92204A108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $19.9M |
| Exits | 26 | $41.9M |
All 13F filers, Q3 2024 → Q4 2024: 276,349 shares bought and 289,902 shares sold, net −13,553 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 535 holders
| Bank of America Corp. | 0.05% | Reduce -0.1% | 1,386,110 | $520.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.7% | 484,837 | $182.0M |
| Beacon Capital Management, Inc. | 7.36% | Reduce -5.5% | 452,694 | $169.9M |
| UBS Group AG | 0.03% | Reduce -2.9% | 377,426 | $141.7M |
| Morgan Stanley | 0.01% | Add +3.2% | 375,965 | $141.1M |
| Wells Fargo & Company | 0.03% | Add +3.5% | 335,007 | $125.8M |
| PGIM Custom Harvest LLC | 2.20% | Add +10.2% | 299,377 | $112.4M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -10.0% | 265,382 | $99.6M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +2.0% | 190,483 | $71.5M |
| LPL Financial LLC | 0.03% | Add +16.1% | 178,458 | $67.0M |
| Ameriprise Financial Inc. | 0.01% | Add +33.2% | 149,814 | $56.2M |
| Stifel Financial Corp. | 0.05% | Add +0.3% | 121,801 | $45.7M |
| Raymond James Financial Inc. | 0.01% | — | 96,015 | $36.0M |
| Auto-Owners Insurance Co | 0.77% | Add +14.9% | 92,700 | $33.8M |
| Cetera Investment Advisers | 0.07% | Add +0.7% | 83,731 | $31.4M |
| M&T Bank Corp | 0.11% | Reduce -1.6% | 83,640 | $31.4M |
| KCM Investment Advisors LLC | 1.05% | Reduce -0.7% | 80,313 | $30.1M |
| Spire Wealth Management | 0.78% | Add +3.3% | 67,277 | $25.3M |
| Royal Bank of Canada | 0.01% | Add +18.3% | 65,984 | $24.8M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -1.0% | 65,174 | $24.5M |
| Janney Montgomery Scott LLC | 0.07% | Add +5.7% | 64,004 | $24.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +48.7% | 57,567 | $21.6M |
| Full Sail Capital, LLC | 1.30% | Reduce -3.0% | 54,201 | $20.3M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -0.7% | 48,782 | $18.3M |
| Stratos Wealth Partners, LTD. | 0.24% | Reduce -2.4% | 44,539 | $16.7M |
| Captrust Financial Advisors | 0.05% | Add +2.3% | 42,230 | $15.9M |
| Lido Advisors, LLC | 0.10% | Add +5.2% | 41,879 | $15.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.45% | Add +7.3% | 41,491 | $15.6M |
| Osaic Holdings, Inc. | 0.03% | Reduce -5.0% | 41,429 | $15.6M |
| Rockefeller Capital Management L.P. | 0.04% | Add +0.1% | 41,282 | $15.4M |
| Atria Wealth Solutions, Inc. | 0.15% | Reduce -3.0% | 37,147 | $13.9M |
| Adaptive Financial Consulting, LLC | 5.70% | Reduce -0.8% | 36,579 | $13.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +0.3% | 34,021 | $12.8M |
| Trust Co. of Oklahoma | 4.00% | Reduce -1.4% | 33,333 | $12.5M |
| Mariner, LLC | 0.02% | Reduce -2.4% | 33,220 | $12.5M |
| Hobart Private Capital, LLC | 2.98% | Reduce -2.8% | 31,972 | $12.0M |
| Strengthening Families & Communities, LLC | 6.41% | Add +4.2% | 30,098 | $11.3M |
| MassMutual Private Wealth & Trust, FSB | 0.29% | Reduce -2.1% | 27,675 | $10.4M |
| Bailard, Inc. | 0.26% | Add +10.0% | 27,034 | $10.1M |
| Truist Financial Corp. | 0.02% | Add +5.4% | 26,319 | $9.9M |
| Harel Insurance Investments & Financial Services Ltd. | 0.16% | No change | 25,300 | $9.5M |
| Exchange Capital Management, Inc. | 1.47% | Add +0.8% | 24,723 | $9.3M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 3.46% | No change | 24,175 | $9.1M |
| MML Investors Services, LLC | 0.03% | Add +12.9% | 23,677 | $8.9M |
| Polianta Ltd | 3.96% | No change | 22,100 | $8.3M |
| Westside Investment Management, Inc. | 1.69% | Reduce -1.8% | 21,409 | $8.0M |
| Richmond Brothers, Inc. | 5.15% | Add +4.7% | 21,390 | $8.0M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -0.3% | 20,442 | $7.7M |
| Founders Grove Wealth Partners, LLC | 2.18% | — | 20,082 | $7.5M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -0.1% | 20,057 | $7.5M |
| Financial Freedom, LLC | 3.94% | Reduce -1.4% | 19,916 | $7.5M |
| Corient Private Wealth LP | 0.01% | Reduce -8.0% | 20,456 | $7.4M |
| Wall Street Financial Group, Inc. | 6.57% | Add +7.4% | 17,907 | $6.7M |
| Praetorian Wealth Management, Inc. | 1.58% | Reduce -12.7% | 17,346 | $6.5M |
| Apollon Financial, LLC | 1.61% | Reduce -1.1% | 17,210 | $6.5M |
| Park National Corp. | 0.23% | Reduce -3.5% | 16,834 | $6.3M |
| Callan Capital, LLC | 0.46% | Add +1.4% | 16,634 | $6.2M |
| Exchange Traded Concepts, LLC | 0.12% | Add +0.9% | 16,115 | $6.0M |
| Atlas Capital Advisors Inc. | 0.75% | Add +33.0% | 15,609 | $5.9M |
| Private Advisor Group, LLC | 0.03% | Reduce -0.5% | 15,161 | $5.7M |
| Axxcess Wealth Management, LLC | 0.13% | Add +1.1% | 14,484 | $5.4M |
| Bonfire Financial | 4.91% | — | 14,441 | $5.4M |
| Capital Asset Advisory Services LLC | 0.26% | Reduce -3.7% | 13,885 | $5.3M |
| Salomon & Ludwin, LLC | 0.55% | Reduce -9.0% | 13,897 | $5.2M |
| Tranquilli Financial Advisor LLC | 3.24% | Reduce -0.3% | 13,622 | $5.1M |
| Curran Financial Partners, LLC | 1.32% | Reduce -4.0% | 13,361 | $5.0M |
| Triangle Securities Wealth Management | 1.27% | Reduce -2.8% | 13,233 | $5.0M |
| AE Wealth Management LLC | 0.04% | Reduce -12.6% | 13,139 | $4.9M |
| Kwmg, LLC | 0.50% | Reduce -4.2% | 13,050 | $4.9M |
| Clarity Wealth Advisors, LLC | 1.30% | Reduce -11.3% | 12,717 | $4.8M |
| Lindbrook Capital, LLC | 0.43% | Reduce -0.4% | 12,620 | $4.7M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -3.6% | 12,170 | $4.6M |
| Altura Wealth Advisors Inc. | 3.30% | Reduce -12.2% | 11,919 | $4.5M |
| HighTower Advisors, LLC | 0.01% | Add +10.0% | 11,487 | $4.3M |
| Kinloch Capital, LLC | 2.15% | Reduce -14.6% | 11,433 | $4.3M |
| Axiom Financial Strategies, LLC | 2.23% | Reduce -5.7% | 10,649 | $4.0M |
| Trinity Legacy Partners, LLC | 1.03% | Reduce -0.4% | 10,622 | $4.0M |
| Creative Planning | 0.00% | Add +3.2% | 10,604 | $4.0M |
| World Investment Advisors | 0.11% | Add +2.3% | 10,581 | $4.0M |
| Royal Fund Management, LLC | 0.42% | Add +6.1% | 10,270 | $3.9M |
| PFG Advisors | 0.24% | Reduce -1.1% | 10,303 | $3.9M |
| Anchor Investment Management, LLC | 0.36% | Add +0.5% | 10,246 | $3.8M |
| Ameritas Advisory Services, LLC | 0.13% | Reduce -6.9% | 10,235 | $3.8M |
| Atria Investments, Inc | 0.05% | Add +1.0% | 10,148 | $3.8M |
| Bordeaux Wealth Advisors LLC | 0.57% | Reduce -3.0% | 9,495 | $3.6M |
| Advisors Capital Management, LLC | 0.06% | Add +0.6% | 9,401 | $3.5M |
| Citigroup Inc. | 0.00% | Reduce -0.7% | 9,251 | $3.5M |
| FMR LLC | 0.00% | Add +5.5% | 9,219 | $3.5M |
| Daymark Wealth Partners, LLC | 0.15% | Reduce -5.7% | 9,187 | $3.4M |
| Concurrent Investment Advisors, LLC | 0.09% | Reduce -0.4% | 9,127 | $3.4M |
| Agf Management Ltd. | 0.02% | Reduce -0.8% | 9,114 | $3.4M |
| One Capital Management, LLC | 0.11% | Reduce -15.1% | 9,036 | $3.4M |
| Northern Trust Corp. | 0.00% | Add +29.9% | 8,610 | $3.2M |
| Ami Investment Management Inc. | 1.02% | Add +23.1% | 8,397 | $3.2M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -33.4% | 8,292 | $3.1M |
| N.E.W. Advisory Services LLC | 0.29% | Reduce -6.5% | 8,249 | $3.1M |
| Madden Advisory Services, Inc. | 1.42% | Add +0.5% | 8,164 | $3.1M |
| Jones Financial Companies LLLP | 0.00% | Add +17.2% | 8,071 | $3.0M |
| Merit Financial Group, LLC | 0.05% | Reduce -0.3% | 7,750 | $2.9M |
| First Financial Corp. | 1.34% | Add +3.0% | 7,660 | $2.9M |
| Dagco, Inc. | 0.93% | Reduce -0.2% | 7,507 | $2.8M |
| Fischer Financial Services, Inc. | 0.88% | — | 7,479 | $2.8M |
| Comerica Bank | 0.01% | Add +3.0% | 7,468 | $2.8M |
| Bokf, NA | 0.05% | Reduce -15.7% | 7,550 | $2.8M |
| Syon Capital LLC | 0.23% | New | 6,907 | $2.6M |
| Destination Wealth Management | 0.08% | Reduce -2.1% | 6,836 | $2.6M |
| Joule Financial, LLC | 0.89% | Add +0.4% | 6,705 | $2.5M |
| Jmac Enterprises LLC | 0.40% | Add +0.3% | 6,705 | $2.5M |
| Apexium Financial, LP | 0.15% | No change | 6,604 | $2.5M |
| Snowden Capital Advisors LLC | 0.07% | Add +0.3% | 6,228 | $2.3M |
| Sanctuary Wealth Management, L.L.C. | 1.54% | Reduce -12.1% | 6,215 | $2.3M |
| Glenmede Trust Co. NA | 0.01% | Reduce -25.2% | 6,199 | $2.3M |
| WBH Advisory Inc. | 0.22% | Add +0.8% | 6,192 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.4% | 5,664 | $2.1M |
| Ausdal Financial Partners, Inc. | 0.18% | Add +21.3% | 5,638 | $2.1M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -1.1% | 5,585 | $2.1M |
| Johnson Investment Counsel Inc. | 0.02% | Add +29.4% | 5,575 | $2.1M |
| Bearing Point Capital, LLC | 0.43% | — | 5,425 | $2.0M |
| Global Financial Private Client, LLC | 0.76% | Add +2.6% | 5,392 | $2.0M |
| Cresset Asset Management, LLC | 0.01% | Reduce -39.5% | 5,373 | $2.0M |
| Gladstone Institutional Advisory LLC | 0.09% | No change | 5,281 | $2.0M |
| Leavell Investment Management, Inc. | 0.10% | Add +0.0% | 5,253 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +0.8% | 5,170 | $1.9M |
| Haverford Trust Co | 0.02% | Add +1.5% | 5,121 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -3.8% | 5,117 | $1.9M |
| Hershey Financial Advisers, LLC | 1.61% | — | 4,870 | $1.8M |
| White Lighthouse Investment Management Inc. | 0.32% | Add +1.9% | 4,812 | $1.8M |
| Houlihan Financial Resource Group, Ltd. | 0.73% | Add +1.4% | 4,572 | $1.7M |
| Clearstead Advisors, LLC | 0.03% | No change | 4,446 | $1.7M |
| Ieq Capital, LLC | 0.02% | New | 4,439 | $1.7M |
| Baker Avenue Asset Management, LP | 0.05% | Add +1.4% | 4,431 | $1.7M |
| NorthCrest Asset Manangement, LLC | 0.05% | Reduce -2.8% | 4,424 | $1.7M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -9.5% | 4,394 | $1.6M |
| Stephens Inc. | 0.02% | No change | 4,394 | $1.6M |
| TD Waterhouse Canada Inc. | 0.01% | Add +3.0% | 4,372 | $1.6M |
| MontVue Capital Management, Inc. | 1.25% | No change | 4,363 | $1.6M |
| Evanson Asset Management, LLC | 0.11% | Add +0.3% | 4,358 | $1.6M |
| Olistico Wealth, LLC | 0.95% | Add +0.3% | 4,348 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -1.5% | 4,325 | $1.6M |
| Tiaa Trust, National Association | 0.00% | Reduce -4.9% | 4,315 | $1.6M |
| Kennicott Capital Management LLC | 0.83% | No change | 4,308 | $1.6M |
| Nvest Financial, LLC | 0.81% | Reduce -1.0% | 4,244 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Add +4.5% | 4,129 | $1.5M |
| First Bancorp, Inc | 1.04% | Reduce -11.0% | 4,035 | $1.5M |
| Sound View Wealth Advisors Group, LLC | 0.12% | Reduce -4.4% | 3,937 | $1.5M |
| Elevation Capital Advisory, LLC | 0.61% | New | 3,783 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.7% | 3,776 | $1.4M |
| Fifth Third Bancorp | 0.01% | Reduce -1.3% | 3,757 | $1.4M |
| Essex Financial Services, Inc. | 0.10% | Add +8.0% | 3,740 | $1.4M |
| Institute for Wealth Management, LLC. | 0.18% | Reduce -1.9% | 3,730 | $1.4M |
| Stonebridge Financial Planning Group, LLC | 0.62% | Reduce -0.5% | 3,679 | $1.4M |
| Bellevue Asset Management, LLC | 0.71% | Add +0.1% | 3,658 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Reduce -0.3% | 3,650 | $1.4M |
| Parallel Advisors, LLC | 0.03% | Reduce -7.0% | 3,602 | $1.4M |
| Argentarii, LLC | 0.67% | — | 3,549 | $1.3M |
| Idaho Trust Co | 0.67% | Reduce -5.5% | 3,542 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +0.6% | 3,540 | $1.3M |
| Brookstone Capital Management | 0.02% | Reduce -2.4% | 3,523 | $1.3M |
| Berkeley Capital Partners, LLC | 0.36% | Add +1.6% | 3,454 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +37.8% | 3,448 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.1% | 3,436 | $1.3M |
| Williams Jones Wealth Management, LLC. | 0.02% | Add +114.9% | 3,409 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +23.3% | 3,398 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -66.4% | 3,388 | $1.3M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +2.2% | 3,249 | $1.3M |
| Montag A & Associates Inc. | 0.06% | Add +0.1% | 3,332 | $1.3M |
| Blair William & Co. | 0.00% | Reduce -3.3% | 3,316 | $1.2M |
| Maxele Advisors, LLC | 1.19% | — | 3,309 | $1.2M |
| Fifth Third Securities, Inc. | 0.10% | Add +0.6% | 3,274 | $1.2M |
| Empower Advisory Group, LLC | 0.00% | Reduce -2.7% | 3,258 | $1.2M |
| Gray Wealth Management Inc. | 0.46% | Add +16.4% | 3,243 | $1.2M |
| RPS Advisory Solutions LLC | 0.73% | New | 3,146 | $1.2M |
| Bank of Nova Scotia | 0.00% | No change | 3,062 | $1.1M |
| RBA Wealth Management, LLC | 0.44% | Add +10.6% | 3,061 | $1.1M |
| Bank of Montreal | 0.00% | Add +12.5% | 3,043 | $1.1M |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 2,990 | $1.1M |
| Assetmark, Inc. | 0.00% | Add +22.0% | 2,962 | $1.1M |
| Quantinno Capital Management LP | 0.01% | Add +60.7% | 2,961 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +25.2% | 2,947 | $1.1M |
| Dentgroup LLC | 0.83% | Reduce -0.8% | 2,901 | $1.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.01% | Add +29.9% | 2,834 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | No change | 2,796 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Add +37.9% | 2,782 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.3% | 2,772 | $1.0M |
| Centaurus Financial, Inc. | 0.06% | Reduce -0.4% | 2,753 | $1.0M |
| Waverly Advisors, LLC | 0.02% | Reduce -2.0% | 2,746 | $1.0M |
| Equitable Trust Co. | 0.06% | New | 2,732 | $1.0M |
| Bison Wealth, LLC | 0.12% | — | 2,705 | $1.0M |
| Vista Investment Management | 0.38% | Reduce -2.1% | 2,697 | $1.0M |
| One Charles Private Wealth Services, LLC | 0.34% | Reduce -0.4% | 2,685 | $1.0M |
| Wealthfront Advisers LLC | 0.00% | Add +10.0% | 2,683 | $1.0M |
| Summit Financial, LLC | 0.04% | Reduce -0.3% | 2,678 | $1.0M |
| Optima Capital LLC | 0.69% | — | 2,652 | $996K |
| Keybank National Association | 0.00% | Add +0.8% | 2,622 | $984K |
| Retirement Capital Strategies | 0.37% | New | 2,603 | $977K |
| Capital Advisors Inc. | 0.02% | No change | 2,595 | $974K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.22% | Add +1.4% | 2,590 | $972K |
| DT Investment Partners, LLC | 0.08% | Add +2776.7% | 2,589 | $972K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +162.1% | 2,587 | $971K |
| Bleakley Financial Group, LLC | 0.03% | Reduce -15.0% | 2,553 | $958K |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +0.2% | 2,526 | $948K |
| Consolidated Portfolio Review Corp | 0.15% | Reduce -5.8% | 2,521 | $946K |
| Busey Bank | 0.03% | No change | 2,500 | $938K |
| Modera Wealth Management, LLC | 0.01% | No change | 2,491 | $935K |
| Tradewinds, LLC. | 0.26% | Reduce -11.2% | 2,490 | $932K |
| US Bancorp \de | 0.00% | Reduce -7.7% | 2,416 | $907K |
| AssuredPartners Investment Advisors, LLC | 0.18% | — | 2,401 | $901K |
| Jane Street Group, LLC | 0.00% | Reduce -59.1% | 2,399 | $901K |
| Aviso Wealth Management | 0.46% | No change | 2,395 | $899K |
| IHT Wealth Management, LLC | 0.03% | Reduce -10.5% | 2,346 | $881K |
| Wealthspire Retirement, LLC | 0.07% | Add +3.5% | 2,316 | $869K |
| Skyline Advisors, Inc. | 0.34% | Add +0.4% | 2,302 | $864K |
| Prospera Financial Services Inc | 0.02% | Add +0.6% | 2,263 | $851K |
| Condor Capital Management | 0.07% | Reduce -2.8% | 2,230 | $837K |
| WNY Asset Management, LLC | 0.10% | Reduce -2.8% | 2,225 | $835K |
| Sigma Planning Corp | 0.03% | Reduce -4.2% | 2,193 | $823K |
| &partners | 0.01% | Add +162.7% | 2,112 | $808K |
| D.A. Davidson & Co. | 0.01% | Reduce -8.3% | 2,149 | $807K |
| Equitable Holdings, Inc. | 0.01% | Add +95.0% | 2,131 | $800K |
| Fisher Asset Management | 0.00% | Reduce -1.5% | 2,074 | $779K |
| Robertson Stephens Wealth Management, LLC | 0.03% | No change | 2,063 | $774K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | New | 2,056 | $772K |
| Mainsail Asset Management, LLC | 0.53% | No change | 2,038 | $765K |
| Harbour Investments, Inc. | 0.02% | Add +9.5% | 2,037 | $764K |
| StoneX Group Inc. | 0.04% | Reduce -0.3% | 2,035 | $764K |
| Venture Visionary Partners LLC | 0.03% | Reduce -7.5% | 2,024 | $760K |
| Yoder Wealth Management, Inc. | 0.41% | Add +3.6% | 1,980 | $743K |
| Romano Brothers and Company | 0.09% | No change | 1,980 | $743K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +39.3% | 1,961 | $736K |
| Ingalls & Snyder LLC | 0.03% | Reduce -9.8% | 1,961 | $736K |
| CIBC Private Wealth Group LLC | 0.00% | Add +13.2% | 1,959 | $733K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -1.9% | 1,945 | $730K |
| Evoke Wealth, LLC | 0.02% | No change | 1,914 | $718K |
| Blackston Financial Advisory Group, LLC | 0.36% | Add +23.4% | 1,907 | $716K |
| Simmons Bank | 0.05% | No change | 1,904 | $715K |
| Yardley Wealth Management LLC | 0.35% | Add +100.0% | 1,996 | $714K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -12.1% | 1,852 | $695K |
| Financial Perspectives, Inc | 0.23% | Add +13.4% | 1,830 | $687K |
| Independent Financial Group, LLC | 0.02% | Reduce -5.7% | 1,822 | $684K |
| Capital City Trust Co. | 0.17% | Reduce -7.8% | 1,761 | $661K |
| Darrow Company, Inc. | 0.38% | No change | 1,742 | $654K |
| KDK Private Wealth Management, LLC | 0.68% | — | 1,739 | $653K |
| Strategic Advisors LLC | 0.12% | Reduce -26.3% | 1,717 | $645K |
| Sharper & Granite LLC | 0.28% | Add +0.5% | 1,690 | $634K |
| Agate Pass Investment Management, LLC | 0.29% | Add +31.7% | 1,681 | $631K |
| Fiduciary Trust Co | 0.01% | No change | 1,678 | $630K |
| Accretive Wealth Partners, LLC | 0.26% | No change | 1,656 | $622K |
| LexAurum Advisors, LLC | 0.12% | Reduce -0.6% | 1,655 | $621K |
| BLB&B Advisors, LLC | 0.03% | No change | 1,645 | $618K |
| Mission Wealth Management, LP | 0.01% | Reduce -7.3% | 1,642 | $616K |
| PUREfi Wealth, LLC | 0.60% | — | 1,637 | $614K |
| Pinnacle Associates Ltd. | 0.01% | No change | 1,632 | $613K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -22.9% | 1,607 | $603K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -22.9% | 1,607 | $603K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | New | 1,603 | $602K |
| Flow Traders U.S. LLC | 0.02% | New | 1,598 | $600K |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.0% | 1,591 | $597K |
| Bragg Financial Advisors, Inc | 0.02% | Add +11.4% | 1,552 | $583K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +4197.2% | 1,547 | $581K |
| Ignite Planners, LLC | 0.13% | Reduce -0.3% | 1,523 | $579K |
| Bray Capital Advisors | 0.16% | Reduce -0.7% | 1,530 | $574K |
| CX Institutional | 0.02% | New | 1,529 | $574K |
| CoreCap Advisors, LLC | 0.03% | Reduce -2.4% | 1,513 | $568K |
| MAI Capital Management | 0.00% | New | 1,509 | $566K |
| Hardy Reed LLC | 0.05% | Reduce -0.1% | 1,498 | $562K |
| Csenge Advisory Group | 0.03% | Reduce -16.2% | 1,498 | $562K |
| IFP Advisors, Inc | 0.02% | Add +93.1% | 1,491 | $560K |
| Parkside Advisors LLC | 0.13% | No change | 1,487 | $558K |
| Redwood Financial Network Corp | 0.41% | Reduce -15.4% | 1,483 | $557K |
| Gallacher Capital Management LLC | 0.28% | Add +0.1% | 1,479 | $555K |
| Citizens Financial Group Inc. | 0.01% | Add +0.1% | 1,469 | $551K |
| Elm Partners Management LLC | 0.04% | Add +3.0% | 1,464 | $550K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.4% | 1,450 | $544K |
| Christensen, King & Associates Investment Services, Inc. | 0.25% | Reduce -5.9% | 1,381 | $542K |
| Mittelman Wealth Management | 0.50% | No change | 1,443 | $542K |
| Rehmann Capital Advisory Group | 0.03% | Add +108.3% | 1,439 | $540K |
| Americana Partners, LLC | 0.02% | Reduce -0.4% | 1,407 | $528K |
| Obsidian Cio, LLC | 0.10% | Add +78.0% | 1,399 | $525K |
| Allworth Financial LP | 0.00% | Add +49.1% | 1,355 | $525K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.6% | 1,370 | $514K |
| Interactive Financial Advisors, Inc. | 0.27% | Reduce -4.5% | 1,348 | $506K |
| Avestar Capital, LLC | 0.05% | Add +1.8% | 1,347 | $506K |
| SignalPoint Asset Management, LLC | 0.12% | Reduce -10.3% | 1,343 | $504K |
| Baird Financial Group, Inc. | 0.00% | Reduce -6.3% | 1,321 | $496K |
| Citadel Advisors | 0.00% | Reduce -0.8% | 1,316 | $494K |
| Beacon Capital Management, LLC | 0.06% | Reduce -1.2% | 1,315 | $494K |
| Birchcreek Wealth Management, LLC | 0.31% | Reduce -1.7% | 1,311 | $492K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -20.9% | 1,307 | $491K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -0.6% | 1,304 | $490K |
| Wilson & Boucher Capital Management, LLC | 0.35% | No change | 1,299 | $488K |
| Woodward Diversified Capital, LLC | 0.36% | Reduce -43.4% | 1,298 | $487K |
| CW Advisors, LLC | 0.01% | Add +7.6% | 1,295 | $486K |
| FourThought Financial Partners, LLC | 0.05% | Reduce -0.1% | 1,285 | $483K |
| Principal Securities, Inc. | 0.01% | Add +21.6% | 1,279 | $480K |
| Ifrah Financial Services, Inc. | 0.13% | Reduce -0.9% | 1,275 | $478K |
| Burney Co./ | 0.02% | Add +3.8% | 1,259 | $473K |
| Evolution Wealth Advisors, LLC | 0.08% | No change | 1,243 | $467K |
| V2 Financial group LLC | 0.27% | No change | 1,200 | $450K |
| Renaissance Technologies | 0.00% | Add +50.0% | 1,200 | $450K |
| BlackRock, Inc. | 0.00% | Add +591.3% | 1,196 | $449K |
| Valley National Advisers Inc. | 0.08% | No change | 1,184 | $444K |
| Laidlaw Wealth Management LLC | 0.19% | Add +7.8% | 1,174 | $441K |
| Moloney Securities Asset Management, LLC | 0.06% | Reduce -4.5% | 1,170 | $439K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 1,155 | $434K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -1.0% | 1,100 | $413K |
| Global Retirement Partners, LLC | 0.01% | Add +60.2% | 1,094 | $411K |
| Disciplined Investors, L.L.C. | 0.39% | — | 1,094 | $407K |
| Associated Banc-Corp | 0.01% | No change | 1,080 | $405K |
| Cape Investment Advisory, Inc. | 0.16% | Add +1.5% | 1,078 | $405K |
| Confluence Wealth Services, Inc. | 0.03% | Add +0.2% | 1,039 | $405K |
| Wedbush Securities Inc. | 0.01% | No change | 1,068 | $401K |
| Two Sigma Securities, LLC | 0.07% | New | 1,068 | $401K |
| LRI Investments, LLC | 0.04% | No change | 1,068 | $401K |
| Wealth Alliance, LLC | 0.05% | Add +0.1% | 1,063 | $399K |
| RFG Advisory, LLC | 0.01% | Add +8.9% | 1,060 | $398K |
| LPWM LLC | 0.13% | Add +5.2% | 1,059 | $398K |
| Farther Finance Advisors, LLC | 0.01% | Add +10.4% | 1,054 | $396K |
| Castle Wealth Management LLC | 0.16% | No change | 1,050 | $394K |
| FSA Advisors, Inc. | 0.48% | Reduce -31.1% | 1,154 | $393K |
| TCP Asset Management, LLC | 0.09% | No change | 1,040 | $390K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 996 | $374K |
| First Trust Advisors LP | 0.00% | New | 992 | $372K |
| Godshalk Welsh Capital Management, Inc. | 0.24% | No change | 985 | $370K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +7.8% | 981 | $368K |
| Hoxton Planning & Management, LLC | 0.14% | No change | 980 | $368K |
| Arthur M. Cohen & Associates, LLC | 0.06% | Reduce -13.2% | 976 | $366K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.7% | 970 | $364K |
| Checchi Capital Advisers, LLC | 0.03% | No change | 965 | $362K |
| Good Life Advisors, LLC | 0.03% | Reduce -9.7% | 964 | $362K |
| Choate Investment Advisors | 0.01% | No change | 957 | $359K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 956 | $359K |
| Visionary Wealth Advisors | 0.02% | Reduce -90.3% | 955 | $358K |
| Focus Financial Network, Inc. | 0.01% | Reduce -9.1% | 953 | $358K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.1% | 948 | $356K |
| Western Wealth Management, LLC | 0.02% | Reduce -1.5% | 945 | $355K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.3% | 945 | $355K |
| Chatham Capital Group, Inc. | 0.06% | No change | 945 | $355K |
| Novem Group | 0.05% | — | 937 | $352K |
| Bank of Marin | 0.28% | No change | 929 | $349K |
| Long Island Wealth Management, Inc. | 0.22% | Add +0.4% | 928 | $348K |
| Hilltop Holdings Inc. | 0.02% | Add +9.0% | 910 | $341K |
| DAVENPORT & Co LLC | 0.00% | Reduce -8.5% | 903 | $339K |
| Whittier Trust Co. | 0.00% | No change | 893 | $335K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 886 | $333K |
| Modern Wealth Management, LLC | 0.01% | Add +0.3% | 881 | $331K |
| QRG Capital Management, Inc. | 0.00% | Add +0.9% | 867 | $325K |
| Raab & Moskowitz Asset Management LLC | 0.08% | No change | 854 | $321K |
| Rothschild Investment LLC | 0.02% | Add +0.1% | 837 | $314K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -84.0% | 820 | $311K |
| Beaumont Asset Management, L.L.C. | 0.18% | Reduce -2.2% | 828 | $311K |
| Key Financial Inc | 0.07% | No change | 826 | $310K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -2.3% | 819 | $308K |
| Red Tortoise LLC | 0.16% | No change | 819 | $307K |
| Independent Advisor Alliance | 0.00% | New | 810 | $304K |
| Arkadios Wealth Advisors | 0.02% | Add +0.1% | 799 | $300K |
| Mgo One Seven LLC | 0.01% | Add +7.3% | 792 | $297K |
| Commerce Bank | 0.00% | Reduce -3.0% | 790 | $297K |
| SBI Securities Co., Ltd. | 0.01% | — | 787 | $295K |
| Bouchey Financial Group, Ltd. | 0.03% | No change | 786 | $295K |
| Fearless Solutions, LLC dba Best Invest | 0.22% | — | 784 | $294K |
| Comprehensive Financial Planning, Inc. | 0.25% | — | 784 | $294K |
| Nwam LLC | 0.02% | Add +27.7% | 783 | $294K |
| Sanctuary Advisors, LLC | 0.00% | Add +9.3% | 744 | $292K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 763 | $286K |
| Boltwood Capital Management | 0.09% | Add +0.1% | 760 | $285K |
| Claris Financial LLC | 0.19% | — | 756 | $284K |
| Garden State Investment Advisory Services LLC | 0.09% | Reduce -2.2% | 753 | $283K |
| First PREMIER Bank | 0.07% | No change | 753 | $283K |
| Blue Fin Capital, Inc. | 0.05% | Reduce -2.5% | 749 | $281K |
| Apollon Wealth Management, LLC | 0.01% | Add +13.7% | 737 | $277K |
| M3 Advisory Group, LLC | 0.20% | Reduce -0.5% | 736 | $276K |
| Smith Salley Wealth Management | 0.02% | No change | 732 | $275K |
| Corbyn Investment Management Inc. | 0.12% | Reduce -31.1% | 725 | $272K |
| NWF Advisory Services Inc. | 0.04% | No change | 723 | $271K |
| Round Rock Advisors LLC | 0.06% | No change | 720 | $270K |
| Pitti Group Wealth Management, LLC | 0.27% | New | 717 | $269K |
| Cwm, LLC | 0.00% | Add +155.2% | 712 | $267K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 704 | $264K |
| Trilogy Capital Inc. | 0.01% | Reduce -5.4% | 700 | $263K |
| Fort Point Capital Partners LLC | 0.03% | Reduce -0.4% | 698 | $262K |
| Hazlett, Burt & Watson, Inc. | 0.12% | Add +0.1% | 697 | $262K |
| PFG Investments, LLC | 0.02% | Add +6.4% | 697 | $262K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -7.3% | 693 | $260K |
| Cahill Financial Advisors Inc. | 0.03% | New | 685 | $257K |
| West Bancorporation Inc. | 0.17% | No change | 680 | $255K |
| Retirement Planning Co of New England, Inc. | 0.12% | Add +0.6% | 678 | $255K |
| Brandywine Oak Private Wealth LLC | 0.02% | Reduce -42.8% | 677 | $254K |
| RFG - Bristol Wealth Advisors, LLC | 0.08% | — | 675 | $253K |
| Perigon Wealth Management, LLC | 0.01% | No change | 660 | $251K |
| Fulton Breakefield Broenniman LLC | 0.02% | New | 664 | $249K |
| Alliancebernstein L.P. | 0.00% | No change | 661 | $248K |
| Bison Wealth, LLC | 0.05% | No change | 660 | $248K |
| Hopwood Financial Services, Inc. | 0.18% | — | 646 | $242K |
| Pallas Capital Advisors LLC | 0.01% | Add +0.2% | 640 | $240K |
| WMS Partners, LLC | 0.01% | Add +1.4% | 629 | $236K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | No change | 629 | $236K |
| Millennium Capital Advisors, LLC | 0.16% | No change | 625 | $235K |
| Zevin Asset Management LLC | 0.03% | Reduce -4.6% | 623 | $234K |
| TrueWealth Advisors, LLC | 0.08% | No change | 619 | $232K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.3% | 618 | $232K |
| Magnus Financial Group LLC | 0.02% | No change | 617 | $232K |
| Maripau Wealth Management LLC | 0.14% | New | 615 | $231K |
| IVC Wealth Advisors LLC | 0.13% | No change | 610 | $229K |
| Coordinated Financial Services, Inc. | 0.18% | — | 607 | $228K |
| Banco Santander, S.A. | 0.00% | No change | 607 | $228K |
| Orion Capital Management LLC | 0.10% | Reduce -6.3% | 600 | $225K |
| Optimist Retirement Group LLC | 0.11% | Add +0.2% | 593 | $223K |
| Fiduciary Financial Group, LLC | 0.05% | No change | 600 | $223K |
| Bridge Creek Capital Management LLC | 0.07% | New | 588 | $221K |
| Garrison Point Advisors, LLC | 0.10% | New | 581 | $218K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 569 | $214K |
| Panoramic Investment Advisors, LLC | 0.14% | New | 567 | $213K |
| Townsquare Capital LLC | 0.00% | New | 566 | $213K |
| Prosperity Consulting Group, LLC | 0.02% | New | 564 | $212K |
| Soundwatch Capital LLC | 0.02% | New | 563 | $211K |
| Integral Investment Advisors, Inc. | 0.07% | New | 561 | $211K |
| Cary Street Partners Financial LLC | 0.01% | — | 559 | $210K |
| McCollum Christoferson Group LLC | 0.06% | New | 554 | $208K |
| Collective Family Office LLC | 0.06% | New | 553 | $208K |
| Bay Harbor Wealth Management, LLC | 0.07% | Reduce -24.7% | 546 | $205K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 545 | $205K |
| Calton & Associates, Inc. | 0.09% | New | 541 | $203K |
| LVZ, Inc. | 0.03% | New | 538 | $202K |
| IFG Advisory, LLC | 0.01% | New | 536 | $201K |
| Tiller Private Wealth, Inc. | 0.09% | New | 535 | $201K |
| Viewpoint Capital Management LLC | 0.10% | No change | 521 | $196K |
| DHJJ Financial Advisors, Ltd. | 0.08% | Add +7.5% | 517 | $194K |
| Rice Partnership, LLC | 0.04% | No change | 500 | $188K |
| Tortoise Investment Management, LLC | 0.02% | Add +12.1% | 499 | $187K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -25.4% | 481 | $181K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 462 | $179K |
| Horizon Bancorp Inc. | 0.08% | Reduce -10.4% | 472 | $177K |
| Integrity Financial Corp | 0.10% | Reduce -6.2% | 468 | $176K |
| AdvisorNet Financial, Inc | 0.01% | No change | 464 | $174K |
| BTG Pactual Asset Management US LLC | 0.02% | New | 440 | $169K |
| Coppell Advisory Solutions LLC | 0.02% | Add +6.7% | 430 | $163K |
| Bogart Wealth, LLC | 0.01% | No change | 433 | $163K |
| Acropolis Investment Management, LLC | 0.01% | No change | 430 | $161K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.2% | 424 | $159K |
| FWL Investment Management, LLC | 0.06% | Add +751.0% | 417 | $157K |
| Mitchell Sinkler & Starr | 0.04% | No change | 415 | $156K |
| Quadrant Capital Group LLC | 0.01% | No change | 400 | $150K |
| Caitlin John, LLC | 0.09% | Add +0.3% | 344 | $129K |
| Aptus Capital Advisors, LLC | 0.00% | Add +44.9% | 326 | $122K |
| CVA Family Office, LLC | 0.02% | No change | 325 | $122K |
| St Germain D J Co. Inc. | 0.01% | Add +4.2% | 323 | $121K |
| Caldwell Trust Co | 0.01% | No change | 320 | $120K |
| Tsfg, LLC | 0.02% | New | 314 | $118K |
| Advisors Preferred, LLC | 0.02% | New | 304 | $113K |
| Truvestments Capital LLC | 0.03% | No change | 290 | $109K |
| Advantage Trust Co | 0.06% | Add +193.5% | 270 | $101K |
| Archer Investment Corp | 0.03% | Add +1938.5% | 265 | $99K |
| Howe & Rusling Inc. | 0.01% | Add +2.0% | 255 | $96K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -7.1% | 248 | $93K |
| Park Square Financial Group, LLC | 0.06% | — | 224 | $84K |
| Signaturefd, LLC | 0.00% | No change | 222 | $83K |
| Windsor Advisory Group, LLC | 0.09% | New | 215 | $81K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -6.9% | 201 | $75K |
| Vermillion Wealth Management, Inc. | 0.04% | — | 198 | $74K |
| Davis Capital Management | 0.06% | Reduce -4.0% | 190 | $71K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.5% | 190 | $71K |
| Mainstream Capital Management LLC | 0.05% | New | 182 | $68K |
| WASHINGTON TRUST Co | 0.00% | No change | 182 | $68K |
| City State Bank | 0.02% | Reduce -13.5% | 179 | $67K |
| Bangor Savings Bank | 0.01% | Add +22.5% | 169 | $63K |
| Colonial Trust Advisors | 0.01% | New | 162 | $61K |
| Abound Wealth Management | 0.02% | No change | 162 | $61K |
| Private Capital Management LLC | 0.01% | No change | 161 | $60K |
| Painted Porch Advisors LLC | 0.03% | Reduce -16.3% | 154 | $58K |
| National Bank of Canada | 0.00% | No change | 150 | $56K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 149 | $56K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 146 | $55K |
| Duncker Streett & Co. Inc. | 0.01% | New | 140 | $53K |
| Minot DeBlois Advisors LLC | 0.05% | — | 138 | $52K |
| Center for Financial Planning, Inc. | 0.01% | No change | 136 | $51K |
| Avior Wealth Management, LLC | 0.00% | Add +148.1% | 129 | $49K |
| Robinswood Financial LLC | 0.02% | No change | 129 | $48K |
| EPG Wealth Management LLC | 0.01% | No change | 128 | $48K |
| Russell Investments Group, Ltd. | 0.00% | New | 127 | $48K |
| Angeles Wealth Management, LLC | 0.00% | No change | 126 | $47K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 124 | $47K |
| Main Street Group, LTD | 0.02% | Add +0.8% | 119 | $44K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Reduce -82.7% | 117 | $44K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 115 | $43K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 107 | $40K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 104 | $39K |
| Bessemer Group Inc. | 0.00% | No change | 103 | $39K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 100 | $38K |
| Simplex Trading, LLC | 0.00% | New | 98 | $36K |
| Kestra Investment Management, LLC | 0.00% | New | 91 | $34K |
| Sound Income Strategies, LLC | 0.00% | Add +987.5% | 87 | $33K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 85 | $32K |
| Deutsche Bank AG | 0.00% | No change | 85 | $32K |
| Boyd Watterson Asset Management LLC | 0.01% | Reduce -1.3% | 79 | $30K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 75 | $28K |
| CENTRAL TRUST Co | 0.00% | No change | 75 | $28K |
| Mather Group, Llc. | 0.00% | No change | 70 | $26K |
| SouthState Bank Corp | 0.00% | Reduce -16.3% | 67 | $25K |
| VSM Wealth Advisory, LLC | 0.01% | — | 66 | $25K |
| Creative Financial Designs Inc. | 0.00% | Add +21.7% | 56 | $21K |
| Hemington Wealth Management | 0.01% | No change | 55 | $20K |
| McIlrath & Eck, LLC | 0.00% | No change | 50 | $19K |
| Monetary Management Group Inc. | 0.00% | No change | 50 | $19K |
| Barclays PLC | 0.00% | No change | 48 | $18K |
| HM Payson & Co. | 0.00% | No change | 45 | $17K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 44 | $17K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 38 | $14K |
| Gables Capital Management Inc. | 0.01% | No change | 34 | $13K |
| Hamilton Point Investment Advisors, LLC | 0.00% | New | 34 | $13K |
| Transce3nd, LLC | 0.00% | — | 32 | $12K |
| NFSG Corp | 0.00% | No change | 32 | $12K |
| Empirical Asset Management, LLC | 0.00% | No change | 11,306 | $11K |
| Atwood & Palmer Inc. | 0.00% | No change | 30 | $11K |
| First Horizon Advisors, Inc. | 0.00% | No change | 28 | $11K |
| Tidemark, LLC | 0.00% | New | 28 | $11K |
| Synergy Asset Management, LLC | 0.00% | New | 30 | $10K |
| Continuum Advisory, LLC | 0.00% | No change | 24 | $9K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 21 | $8K |
| NorthRock Partners, LLC | 0.00% | No change | 20 | $8K |
| Morton Brown Family Wealth, LLC | 0.00% | Reduce -13.0% | 20 | $7K |
| Ameriflex Group, Inc. | 0.00% | — | 17 | $7K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | — | 16 | $6K |
| Colonial Trust Co / SC | 0.00% | New | 16 | $6K |
| Bank of New Hampshire | 0.00% | No change | 15 | $6K |
| Founders Capital Management | 0.00% | No change | 13 | $5K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 10 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 10 | $4K |
| Trust Co. of Vermont | 0.00% | New | 10 | $4K |
| GeoWealth Management, LLC | 0.00% | No change | 9 | $3K |
| Sandy Spring Bank | 0.00% | No change | 7 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 8 | $3K |
| Creative Capital Management Investments LLC | 0.00% | No change | 6 | $2K |
| Resources Management Corp. /CT/ | 0.00% | No change | 4 | $2K |
| Optimum Investment Advisors | 0.00% | No change | 5 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | New | 4 | $2K |
"% of holder's portfolio" is VCR's weight in each manager's 13F, not the share of Vanguard Consumer Discre ETF the manager owns.