Vanguard Energy ETFVDEETF
13F holders, Q1 2026 (March 31)782holders +114
137new positions
27sold out
4famous investors
$172.92avg. 13F price*
At the end of Q1 2026, 782 institutions reported holding Vanguard Energy ETF (VDE) in their 13F filings, up 114 from Q4 2025. 137 opened new positions and 27 sold out. The largest holders were Bank of America Corp. ($339.9M), Morgan Stanley ($274.7M) and UBS Group AG ($177.4M). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vanguard Energy ETF
- CUSIP
- 92204A306
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 137 | $194.3M |
| Exits | 27 | $19.2M |
All 13F filers, Q4 2025 → Q1 2026: 2,803,525 shares bought and 1,276,983 shares sold, net +1,526,542 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 782 holders
| Bank of America Corp. | 0.02% | Reduce -1.5% | 1,964,299 | $339.9M |
| Morgan Stanley | 0.02% | Add +7.4% | 1,587,679 | $274.7M |
| UBS Group AG | 0.03% | Add +3.2% | 1,025,115 | $177.4M |
| Wells Fargo & Company | 0.03% | Reduce -7.4% | 977,346 | $169.1M |
| LPL Financial LLC | 0.04% | Add +0.6% | 818,310 | $141.6M |
| Wealthfront Advisers LLC | 0.31% | Reduce -3.4% | 807,650 | $139.8M |
| Beacon Capital Management, Inc. | 7.01% | Reduce -9.7% | 720,530 | $124.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +17.0% | 566,815 | $98.1M |
| Manufacturers Life Insurance Company, The | 0.07% | Reduce -36.5% | 497,366 | $86.1M |
| Royal Bank of Canada | 0.02% | Add +17.6% | 493,318 | $85.4M |
| BNP Paribas Financial Markets | 0.05% | Add +770.7% | 452,227 | $78.3M |
| SCS Capital Management LLC | 0.68% | Reduce -0.7% | 368,445 | $63.8M |
| PGIM Custom Harvest LLC | 0.96% | Add +1.4% | 354,019 | $61.3M |
| Ameriprise Financial Inc. | 0.01% | Add +71.3% | 316,018 | $55.2M |
| Stifel Financial Corp. | 0.05% | Reduce -1.8% | 301,437 | $52.2M |
| Cetera Investment Advisers | 0.06% | Add +14.5% | 300,782 | $52.0M |
| Empower Advisory Group, LLC | 0.11% | Reduce -7.2% | 252,500 | $43.7M |
| Osaic Holdings, Inc. | 0.06% | Add +5.6% | 236,242 | $40.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -19.2% | 223,775 | $38.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.11% | New | 221,700 | $38.4M |
| Raymond James Financial Inc. | 0.01% | Add +2.9% | 217,619 | $37.7M |
| HighTower Advisors, LLC | 0.04% | Add +0.4% | 203,509 | $35.2M |
| Greenwood Gearhart LLC | 1.70% | Add +3.5% | 181,711 | $31.4M |
| Marshall Wace, LLP | 0.03% | New | 174,266 | $30.2M |
| Greenline Partners, LLC | 3.04% | Add +4.0% | 163,244 | $28.2M |
| Cambridge Associates LLC /Ma/ | 0.45% | Reduce -23.4% | 161,826 | $28.0M |
| Ameritas Advisory Services, LLC | 1.08% | Reduce -18.4% | 159,944 | $27.7M |
| Evergreen Capital Management LLC | 0.55% | Add +2.1% | 145,844 | $25.2M |
| Corient Private Wealth LP | 0.04% | Reduce -1.6% | 145,778 | $25.1M |
| Rockefeller Capital Management L.P. | 0.04% | Add +3.6% | 144,695 | $25.0M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +7.7% | 139,137 | $24.1M |
| Prudential PLC | 0.18% | New | 134,900 | $23.3M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -2.6% | 134,018 | $23.2M |
| Tudor Investment Corporation | 0.12% | Add +6893.3% | 124,481 | $21.5M |
| Zuckerman Investment Group, LLC | 1.91% | Reduce -0.2% | 117,204 | $20.3M |
| Allen Wealth Management, LLC | 9.41% | Add +8.5% | 108,606 | $18.8M |
| PNC Financial Services Group, Inc. | 0.01% | Add +0.4% | 104,294 | $18.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -16.9% | 98,322 | $17.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.8% | 94,317 | $16.5M |
| TrueWealth Financial Partners | 5.86% | New | 84,984 | $14.7M |
| SWAN Capital LLC | 5.36% | Reduce -9.9% | 84,302 | $14.6M |
| Estate Counselors, LLC | 1.28% | Reduce -26.8% | 82,989 | $14.4M |
| D.A. Davidson & Co. | 0.08% | Reduce -1.4% | 78,757 | $13.6M |
| CMH Wealth Management LLC | 2.32% | Reduce -18.5% | 78,038 | $13.5M |
| Grove Bank & Trust | 1.50% | Add +111.3% | 76,790 | $13.3M |
| Creative Planning | 0.01% | Add +6.7% | 74,928 | $13.0M |
| NewEdge Advisors, LLC | 0.04% | Add +209.8% | 68,931 | $11.9M |
| Bfsg, LLC | 1.06% | Reduce -7.9% | 64,713 | $11.2M |
| Roundview Capital LLC | 0.69% | Add +1.7% | 63,995 | $11.1M |
| Evelyn Partners Asset Management Ltd | 2.71% | Add +4.3% | 63,454 | $11.0M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -13.8% | 61,666 | $10.7M |
| Fifth Third Bancorp | 0.02% | Add +68.2% | 60,709 | $10.5M |
| Lido Advisors, LLC | 0.04% | Add +12.2% | 59,574 | $10.3M |
| Captrust Financial Advisors | 0.02% | Reduce -7.1% | 59,490 | $10.3M |
| Elgethun Capital Management | 1.70% | Add +2.7% | 59,369 | $10.3M |
| WESCAP Management Group, Inc. | 1.99% | Add +2231.3% | 58,329 | $10.1M |
| Cwm, LLC | 0.03% | Add +2.0% | 56,574 | $9.8M |
| Polianta Ltd | 1.27% | New | 55,200 | $9.6M |
| Berkeley Capital Partners, LLC | 2.16% | Add +2836.0% | 53,817 | $9.3M |
| Montag A & Associates Inc. | 0.41% | Add +112.2% | 51,473 | $8.9M |
| KCM Investment Advisors LLC | 0.29% | Reduce -6.1% | 49,768 | $8.6M |
| Richmond Brothers, Inc. | 5.67% | Reduce -5.2% | 49,212 | $8.5M |
| Pathstone Holdings, LLC | 0.03% | Reduce -0.7% | 48,901 | $8.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +20.2% | 48,727 | $8.4M |
| Exchange Traded Concepts, LLC | 0.06% | Reduce -1.1% | 48,584 | $8.4M |
| Foundations Investment Advisors, LLC | 0.10% | Add +12.2% | 48,495 | $8.4M |
| MML Investors Services, LLC | 0.02% | Reduce -6.6% | 48,360 | $8.4M |
| Gerald Baker Financial Group LLC | 2.57% | — | 46,954 | $8.1M |
| Choreo, LLC | 0.10% | Add +0.5% | 45,512 | $7.9M |
| Cerity Partners LLC | 0.01% | Add +24.6% | 45,265 | $7.8M |
| Independent Advisor Alliance | 0.08% | New | 45,060 | $7.8M |
| Miramontes Capital, LLC | 2.65% | Reduce -0.3% | 44,159 | $7.6M |
| Jones Financial Companies LLLP | 0.00% | Add +32.3% | 42,610 | $7.5M |
| M Holdings Securities, Inc. | 0.48% | Add +18.4% | 45,028 | $7.1M |
| Guardian Wealth Management, LLC | 2.15% | Reduce -9.5% | 40,860 | $7.1M |
| Atria Investments, Inc | 0.08% | Reduce -11.6% | 40,566 | $7.0M |
| Strengthening Families & Communities, LLC | 1.74% | Reduce -4.8% | 40,291 | $7.0M |
| Dunhill Financial, LLC | 1.61% | Add +20708.4% | 39,536 | $6.8M |
| M&T Bank Corp | 0.02% | Reduce -12.5% | 39,416 | $6.8M |
| Nkcfo LLC | 1.96% | New | 38,300 | $6.6M |
| Neuberger Berman Group LLC | 0.01% | Reduce -11.6% | 38,022 | $6.6M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +52.6% | 37,689 | $6.5M |
| Brookstone Capital Management | 0.07% | Add +123.3% | 37,657 | $6.5M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +0.9% | 37,110 | $6.4M |
| Anchor Investment Management, LLC | 0.54% | Add +2.0% | 37,082 | $6.4M |
| Quantinno Capital Management LP | 0.01% | Add +2.3% | 36,627 | $6.3M |
| LRI Investments, LLC | 0.55% | Add +0.4% | 35,916 | $6.2M |
| Flatrock Wealth Partners LLC | 2.77% | Add +0.1% | 35,643 | $6.2M |
| Prospera Financial Services Inc | 0.10% | Add +2.8% | 34,113 | $5.9M |
| Mariner, LLC | 0.01% | Add +41.3% | 34,083 | $5.9M |
| Susquehanna International Group, LLP | 0.01% | Add +71.1% | 34,007 | $5.9M |
| Truist Financial Corp. | 0.01% | Add +10.7% | 33,774 | $5.8M |
| Twin Focus Capital Partners, LLC | 0.66% | Add +0.7% | 33,211 | $5.7M |
| Hollencrest Capital Management | 0.21% | Add +0.3% | 32,531 | $5.6M |
| Stegent Equity Advisors, Inc. | 4.78% | New | 32,409 | $5.6M |
| GoalFusion Wealth Management, LLC | 2.47% | Reduce -14.5% | 31,495 | $5.4M |
| Focus Partners Wealth | 0.01% | Add +4.3% | 31,150 | $5.4M |
| Royal Fund Management, LLC | 0.50% | Add +5.5% | 30,304 | $5.3M |
| Parallel Advisors, LLC | 0.09% | Reduce -4.7% | 30,320 | $5.2M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +91.8% | 29,907 | $5.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -33.5% | 33,114 | $5.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -27.7% | 29,111 | $5.0M |
| Natixis Advisors, LLC | 0.01% | Add +0.6% | 28,877 | $5.0M |
| CX Institutional | 0.15% | Add +9.9% | 28,619 | $5.0M |
| Boxwood Ventures, Inc. | 5.08% | No change | 27,720 | $4.8M |
| Tranquilli Financial Advisor LLC | 2.77% | Add +2.7% | 27,423 | $4.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +3.8% | 26,726 | $4.6M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Add +2.3% | 26,465 | $4.6M |
| Seamount Financial Group Inc. | 2.06% | Reduce -0.1% | 26,464 | $4.6M |
| MassMutual Private Wealth & Trust, FSB | 0.12% | Reduce -3.7% | 26,402 | $4.6M |
| Keudell/Morrison Wealth Management | 0.91% | Reduce -27.5% | 25,766 | $4.5M |
| Strategic Investment Solutions, Inc. | 1.07% | Add +15.2% | 25,710 | $4.4M |
| Uptown Financial Advisors LLC | 3.57% | Add +2.3% | 25,528 | $4.4M |
| Valmark Advisers, Inc. | 0.05% | Add +0.4% | 25,410 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.2% | 24,683 | $4.3M |
| Arkadios Wealth Advisors | 0.07% | Add +2.4% | 24,157 | $4.2M |
| Kinloch Capital, LLC | 1.70% | New | 24,030 | $4.2M |
| Avos Capital Management, LLC | 1.64% | Add +31.7% | 23,999 | $4.2M |
| FMR LLC | 0.00% | Add +23.8% | 23,978 | $4.1M |
| Waldron Private Wealth LLC | 0.16% | New | 23,694 | $4.1M |
| Sarasin & Partners LLP | 0.05% | New | 23,409 | $4.1M |
| Alexander Labrunerie & Co., Inc. | 1.51% | Reduce -0.4% | 23,124 | $4.0M |
| Centaurus Financial, Inc. | 0.19% | Reduce -34.4% | 23,104 | $4.0M |
| Cherry Creek Investment Advisors, Inc. | 1.74% | Add +1.6% | 23,082 | $4.0M |
| Smallwood Wealth Investment Management, LLC | 2.08% | Add +0.2% | 22,817 | $3.9M |
| BlackRock, Inc. | 0.00% | Add +26.3% | 22,799 | $3.9M |
| Assetmark, Inc. | 0.01% | Reduce -0.8% | 22,772 | $3.9M |
| AlphaCore Capital LLC | 0.09% | Reduce -11.3% | 22,746 | $3.9M |
| Silver Coast Investments LLC | 1.25% | Reduce -15.8% | 22,549 | $3.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -2.7% | 21,546 | $3.7M |
| My Personal CFO, LLC | 1.63% | Add +0.1% | 21,456 | $3.7M |
| Newport Capital Group, LLC | 2.25% | Add +5.3% | 21,368 | $3.7M |
| Founders Grove Wealth Partners, LLC | 0.83% | Add +1.6% | 21,028 | $3.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -36.3% | 20,651 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Add +2.5% | 20,526 | $3.6M |
| North Forty Two & Co. | 3.20% | Add +0.3% | 20,022 | $3.5M |
| Ieq Capital, LLC | 0.02% | Add +1.2% | 19,479 | $3.4M |
| Independent Financial Group, LLC | 0.08% | Add +19.6% | 19,343 | $3.3M |
| Principal Securities, Inc. | 0.05% | Add +96.8% | 19,329 | $3.3M |
| Pinnacle Financial Partners, Inc. | 0.03% | Add +8.8% | 19,313 | $3.3M |
| Atlas Capital Advisors Inc. | 0.38% | Add +5.7% | 19,121 | $3.3M |
| North Star Asset Management Inc. | 0.14% | Reduce -0.6% | 18,580 | $3.2M |
| AE Wealth Management LLC | 0.02% | Add +86.8% | 18,189 | $3.1M |
| RFG Holdings, Inc. | 0.79% | Reduce -2.5% | 18,138 | $3.1M |
| Johnson Investment Counsel Inc. | 0.03% | Reduce -6.7% | 18,132 | $3.1M |
| Bokf, NA | 0.05% | Reduce -0.4% | 17,920 | $3.1M |
| Financial Freedom, LLC | 1.53% | Reduce -14.3% | 17,784 | $3.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -31.5% | 17,654 | $3.1M |
| Go Invest LLC | 0.86% | Add +28.9% | 17,424 | $3.0M |
| World Investment Advisors | 0.05% | Add +0.6% | 17,416 | $3.0M |
| Capital Wealth Alliance, LLC | 1.23% | Add +40.9% | 15,670 | $2.7M |
| Retireful, LLC | 3.80% | New | 15,588 | $2.7M |
| Bank of Montreal | 0.00% | Add +24.4% | 15,399 | $2.7M |
| Evelyn Partners Investment Management Services Ltd | 0.31% | Reduce -3.0% | 15,389 | $2.7M |
| WBH Advisory Inc. | 0.20% | Reduce -4.8% | 15,928 | $2.7M |
| Sigma Planning Corp | 0.07% | Add +15.4% | 15,321 | $2.7M |
| AQR Capital Management | 0.00% | Add +262.1% | 15,058 | $2.6M |
| Indie Asset Partners, LLC | 2.93% | Reduce -2.9% | 14,847 | $2.6M |
| Citigroup Inc. | 0.00% | Add +86.4% | 14,792 | $2.6M |
| Fca Corp. | 0.72% | Add +2.3% | 14,673 | $2.5M |
| Cibc World Market Inc. | 0.00% | New | 14,525 | $2.5M |
| Flow Traders U.S. LLC | 0.08% | Reduce -17.5% | 14,429 | $2.5M |
| Elite Financial, Inc. | 1.12% | Add +7.2% | 14,424 | $2.5M |
| Trinity Legacy Partners, LLC | 0.54% | Reduce -14.4% | 15,576 | $2.5M |
| Private Wealth Advisors, LLC | 0.69% | Reduce -0.6% | 14,225 | $2.5M |
| EP Wealth Advisors, LLC | 0.01% | Add +18.1% | 14,057 | $2.4M |
| Accel Wealth Management | 0.63% | Add +8.1% | 14,029 | $2.4M |
| Brighton Jones LLC | 0.05% | New | 13,718 | $2.4M |
| Syon Capital LLC | 0.12% | Reduce -17.1% | 13,562 | $2.3M |
| HB Wealth Management, LLC | 0.02% | Add +10.2% | 13,523 | $2.3M |
| Clark Capital Management Group, Inc. | 0.01% | New | 13,490 | $2.3M |
| Integrity Alliance, Llc. | 0.09% | Add +190.8% | 13,273 | $2.3M |
| O'ROURKE & COMPANY, Inc | 0.91% | Reduce -3.3% | 13,265 | $2.3M |
| Fifth Third Securities, Inc. | 0.15% | Add +6.7% | 13,193 | $2.3M |
| Main Street Financial Solutions, LLC | 0.17% | Reduce -2.8% | 13,178 | $2.3M |
| Blair William & Co. | 0.01% | Reduce -1.6% | 12,975 | $2.2M |
| Tocqueville Asset Management L.P. | 0.03% | Reduce -36.7% | 12,937 | $2.2M |
| Trust Co. of Oklahoma | 0.65% | Reduce -2.3% | 12,927 | $2.2M |
| SHUTTLEWORTH & Co | 2.01% | Add +0.6% | 12,829 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Add +3.0% | 12,795 | $2.2M |
| SeaCrest Wealth Management, LLC | 0.24% | New | 12,730 | $2.2M |
| Gibraltar Capital Management, Inc. | 0.37% | Add +3.2% | 12,575 | $2.2M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -47.0% | 12,490 | $2.2M |
| Evolution Wealth Advisors, LLC | 0.22% | Reduce -32.4% | 12,485 | $2.2M |
| Salomon & Ludwin, LLC | 0.19% | Reduce -4.8% | 12,705 | $2.1M |
| Hershey Financial Advisers, LLC | 1.82% | Reduce -9.5% | 12,187 | $2.1M |
| Park National Corp. | 0.06% | Reduce -24.0% | 12,089 | $2.1M |
| Noble Family Wealth, LLC | 0.42% | Reduce -4.3% | 11,732 | $2.0M |
| Bonfire Financial | 1.52% | Reduce -39.8% | 11,674 | $2.0M |
| Cornerstone Wealth Management, LLC | 0.10% | Add +11.5% | 11,586 | $2.0M |
| Stapp Wealth Management, PLLC | 2.53% | Add +12.4% | 11,470 | $2.0M |
| FAS Wealth Partners, Inc. | 0.12% | Add +0.0% | 11,304 | $2.0M |
| Patriot Investment Management Group, Inc. | 0.12% | Reduce -2.5% | 11,132 | $1.9M |
| Mission Wealth Management, LP | 0.04% | Reduce -0.7% | 11,051 | $1.9M |
| SBI Securities Co., Ltd. | 0.05% | Add +15.2% | 11,026 | $1.9M |
| Partners Wealth Management, LLC | 1.96% | Reduce -0.4% | 11,011 | $1.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +198.2% | 10,696 | $1.9M |
| Athena Investment Management | 0.96% | Reduce -0.6% | 10,642 | $1.8M |
| Essex Financial Services, Inc. | 0.10% | Reduce -2.4% | 10,228 | $1.8M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -0.4% | 10,143 | $1.8M |
| Blue Trust, Inc. | 0.02% | Reduce -15.7% | 10,036 | $1.7M |
| RFG Advisory, LLC | 0.03% | Add +91.8% | 9,938 | $1.7M |
| Koshinski Asset Management, Inc. | 0.11% | Add +1.4% | 9,888 | $1.7M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | Reduce -1.4% | 9,841 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.4% | 9,770 | $1.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +3.5% | 9,686 | $1.7M |
| Waverly Advisors, LLC | 0.01% | Reduce -3.2% | 9,548 | $1.7M |
| Merit Financial Group, LLC | 0.01% | Add +13.5% | 9,441 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.5% | 9,431 | $1.6M |
| Sharper & Granite LLC | 0.56% | Reduce -6.9% | 9,397 | $1.6M |
| Asset Management Group, Inc. | 0.26% | Reduce -4.8% | 9,357 | $1.6M |
| Bessemer Group Inc. | 0.00% | Reduce -2.5% | 9,315 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +86.8% | 9,281 | $1.6M |
| Rather & Kittrell, Inc. | 0.25% | No change | 9,255 | $1.6M |
| Kintra Wealth, LLC | 0.11% | New | 9,136 | $1.6M |
| First Heartland Consultants, Inc. | 0.12% | Reduce -0.3% | 9,099 | $1.6M |
| Fisher Asset Management | 0.00% | Reduce -4.1% | 9,096 | $1.6M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.1% | 9,045 | $1.6M |
| Citizens Financial Group Inc. | 0.02% | Reduce -2.9% | 8,986 | $1.6M |
| Valeo Financial Advisors, LLC | 0.04% | Reduce -7.2% | 8,865 | $1.5M |
| Curran Financial Partners, LLC | 0.27% | Reduce -27.4% | 8,768 | $1.5M |
| NWF Advisory Services Inc. | 0.17% | Reduce -13.4% | 8,742 | $1.5M |
| Baker Ellis Asset Management LLC | 0.18% | Add +7.4% | 8,725 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +12.3% | 8,711 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +13.7% | 8,700 | $1.5M |
| Factor Wealth Management LTD | 0.28% | Reduce -21.4% | 8,683 | $1.5M |
| Fiduciary Group, LLC | 0.13% | Reduce -1.2% | 8,645 | $1.5M |
| Calton & Associates, Inc. | 0.21% | Reduce -0.8% | 8,544 | $1.5M |
| Sonata Capital Group Inc. | 0.54% | Add +9.1% | 8,420 | $1.5M |
| Whittier Trust Co. | 0.02% | Reduce -12.3% | 8,585 | $1.5M |
| CoreCap Advisors, LLC | 0.05% | Add +1.4% | 8,356 | $1.4M |
| Comprehensive Money Management Services LLC | 0.95% | Reduce -2.3% | 8,354 | $1.4M |
| Institute for Wealth Management, LLC. | 0.15% | Add +13.4% | 8,257 | $1.4M |
| Salem Investment Counselors Inc. | 0.04% | Reduce -0.2% | 8,234 | $1.4M |
| National Bank of Canada | 0.00% | Add +261.0% | 8,173 | $1.4M |
| 55 North Private Wealth, LLC | 0.35% | No change | 8,000 | $1.4M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -72.9% | 8,221 | $1.4M |
| &partners | 0.01% | Add +12.7% | 7,905 | $1.4M |
| Simmons Bank | 0.09% | No change | 7,863 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Add +48.5% | 7,749 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +1.1% | 7,716 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +74.2% | 9,863 | $1.3M |
| CIBC Bancorp USA Inc. | 0.00% | — | 7,708 | $1.3M |
| Quadrature Capital Ltd | 0.02% | New | 7,664 | $1.3M |
| McKinley Carter Wealth Services, Inc. | 0.08% | Reduce -7.0% | 7,633 | $1.3M |
| TCI Wealth Advisors, Inc. | 0.07% | Reduce -1.9% | 7,585 | $1.3M |
| Northern Trust Corp. | 0.00% | Reduce -0.8% | 7,580 | $1.3M |
| Mutual Advisors, LLC | 0.03% | Reduce -24.5% | 7,522 | $1.3M |
| Goldstone Financial Group, LLC | 0.14% | Reduce -44.3% | 7,444 | $1.3M |
| Savant Capital, LLC | 0.01% | Add +0.1% | 7,385 | $1.3M |
| Cove Private Wealth, LLC | 0.29% | Add +159.9% | 7,375 | $1.3M |
| Commerce Bank | 0.01% | Add +14.8% | 7,304 | $1.3M |
| FRG Family Wealth Advisors LLC | 0.21% | No change | 7,245 | $1.3M |
| Fee-Only Financial Planning, L.C. | 0.73% | Reduce -10.3% | 7,000 | $1.2M |
| Versant Capital Management, Inc | 0.12% | Add +0.1% | 6,960 | $1.2M |
| Enclave Advisors LLC | 0.17% | Reduce -15.5% | 6,890 | $1.2M |
| Advisors Capital Management, LLC | 0.01% | Add +11.2% | 6,856 | $1.2M |
| Simplicity Wealth,LLC | 0.07% | Reduce -9.8% | 6,836 | $1.2M |
| Financial Management Network Inc. | 0.18% | Reduce -0.5% | 7,173 | $1.2M |
| First Bancorp, Inc | 0.58% | Reduce -2.5% | 6,726 | $1.2M |
| Mason Investment Advisory Services, Inc. | 0.05% | Add +2.1% | 6,667 | $1.2M |
| Checchi Capital Advisers, LLC | 0.08% | No change | 6,645 | $1.1M |
| Allworth Financial LP | 0.00% | Add +0.6% | 6,635 | $1.1M |
| Advisory Services Network, LLC | 0.01% | Reduce -3.2% | 6,533 | $1.1M |
| Woodward Diversified Capital, LLC | 0.51% | Reduce -15.8% | 7,205 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | Add +0.6% | 6,423 | $1.1M |
| Stephens Inc. | 0.01% | Add +18.1% | 6,347 | $1.1M |
| Madison Wealth Partners, Inc | 0.17% | Add +0.9% | 6,324 | $1.1M |
| Praetorian Wealth Management, Inc. | 0.21% | Reduce -5.7% | 6,631 | $1.1M |
| Financial Perspectives, Inc | 0.30% | Add +0.2% | 6,235 | $1.1M |
| Kovack Advisors, Inc. | 0.06% | Add +130.6% | 6,301 | $1.1M |
| CGN Advisors LLC | 0.08% | Add +0.0% | 6,194 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +2.3% | 6,173 | $1.1M |
| Xcelsior Advisor Partners LLC | 0.41% | Add +10.5% | 6,160 | $1.1M |
| Global Strategic Investment Solutions, LLC | 0.10% | Reduce -52.2% | 6,093 | $1.1M |
| Sheets Smith Wealth Management | 0.12% | Add +0.5% | 6,053 | $1.0M |
| Raab & Moskowitz Asset Management LLC | 0.23% | Add +18.2% | 6,044 | $1.0M |
| Blackston Financial Advisory Group, LLC | 0.65% | Reduce -8.3% | 6,029 | $1.0M |
| Walser Wealth Management Company, A Ltd Liability Co | 0.47% | Add +28.0% | 6,024 | $1.0M |
| Wealthspire Advisors, LLC | 0.01% | Add +13.2% | 6,024 | $1.0M |
| Betterment LLC | 0.00% | Reduce -6.3% | 6,021 | $1.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Add +97.1% | 5,982 | $1.0M |
| One Capital Management, LLC | 0.03% | New | 5,957 | $1.0M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -6.5% | 5,830 | $1.0M |
| Wealth Care LLC | 0.89% | — | 5,809 | $1.0M |
| Focus Financial Network, Inc. | 0.04% | Reduce -6.5% | 5,794 | $1.0M |
| MAI Capital Management | 0.01% | Reduce -11.8% | 5,738 | $993K |
| Phillips Financial Management, LLC | 0.07% | Reduce -20.3% | 5,735 | $992K |
| Park Avenue Securities LLC | 0.01% | New | 5,713 | $989K |
| Parsons Capital Management Inc. | 0.05% | No change | 5,698 | $986K |
| First Financial Corp. | 0.38% | Reduce -21.6% | 5,631 | $974K |
| Exit Wealth Advisors, LLC. | 0.50% | New | 5,595 | $968K |
| Vista Investment Management | 0.32% | Reduce -1.1% | 5,583 | $966K |
| Avantax Planning Partners, Inc. | 0.03% | Add +21.1% | 5,513 | $954K |
| Center for Financial Planning, Inc. | 0.10% | No change | 5,494 | $951K |
| Colony Family Offices, LLC | 0.23% | Add +2.8% | 5,471 | $947K |
| Tranquility Partners, LLC | 0.36% | No change | 5,440 | $941K |
| Cypress Wealth Services, LLC | 0.13% | Add +0.4% | 5,344 | $925K |
| VPR Management LLC | 0.37% | No change | 5,300 | $917K |
| Baird Financial Group, Inc. | 0.00% | Reduce -6.5% | 5,269 | $912K |
| Nordwand Advisors, LLC | 0.16% | No change | 5,240 | $907K |
| Kohmann Bosshard Financial Services, LLC | 0.09% | No change | 5,235 | $906K |
| Laurel Oak Wealth Management, LLC | 0.15% | Reduce -2.6% | 5,232 | $905K |
| Evanson Asset Management, LLC | 0.05% | Reduce -62.2% | 5,220 | $903K |
| Vickerman Investment Advisors, Inc. | 0.19% | Reduce -9.4% | 5,157 | $892K |
| MontVue Capital Management, Inc. | 0.61% | Reduce -1.2% | 5,156 | $892K |
| Fiduciary Trust Co | 0.01% | Reduce -7.0% | 5,154 | $892K |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -6.7% | 5,103 | $883K |
| John A. Wolfe & Associates, Inc. | 1.35% | Add +2.2% | 5,079 | $879K |
| PDS Planning, Inc | 0.06% | Add +18.7% | 5,077 | $878K |
| Cora Capital Advisors LLC | 0.29% | Reduce -4.7% | 5,049 | $874K |
| Krilogy Financial LLC | 0.03% | Reduce -12.5% | 5,421 | $872K |
| Dahring | Cusmano LLC | 0.54% | New | 5,041 | $872K |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -17.0% | 5,029 | $870K |
| TMB Capital Partners, LLC | 0.29% | Add +0.6% | 5,009 | $867K |
| Argentarii, LLC | 0.30% | No change | 4,985 | $863K |
| TD Private Client Wealth LLC | 0.02% | Add +12.5% | 4,940 | $855K |
| IHT Wealth Management, LLC | 0.02% | Add +0.7% | 4,901 | $848K |
| Carnegie Investment Counsel | 0.02% | Add +9.5% | 4,896 | $847K |
| Fiduciary Alliance LLC | 0.05% | Reduce -5.4% | 5,328 | $844K |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.3% | 4,758 | $823K |
| Bailard, Inc. | 0.02% | Reduce -36.5% | 4,710 | $815K |
| Klingman & Associates, LLC | 0.04% | No change | 4,707 | $815K |
| Altfest L J & Co. Inc. | 0.09% | Reduce -29.3% | 4,668 | $808K |
| JM2 Capital Inc. | 0.67% | No change | 4,650 | $805K |
| Scotia Capital Inc. | 0.00% | Add +12.2% | 4,601 | $796K |
| Tudor Financial Inc. | 0.40% | New | 4,525 | $783K |
| Western Wealth Management, LLC | 0.03% | Add +2.4% | 4,503 | $779K |
| Sidoxia Capital Management, LLC | 0.67% | — | 4,491 | $777K |
| Jacobs Equity LLC | 0.69% | Reduce -7.4% | 4,760 | $773K |
| Wedmont Private Capital | 0.02% | Add +21.9% | 4,639 | $764K |
| J. Safra Sarasin Holding AG | 0.01% | Add +51.7% | 4,400 | $761K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -11.4% | 4,379 | $758K |
| Summit Financial, LLC | 0.01% | Reduce -1.8% | 4,323 | $748K |
| Integrated Wealth Concepts LLC | 0.01% | Add +56.6% | 4,247 | $735K |
| IVC Wealth Advisors LLC | 0.32% | No change | 4,240 | $734K |
| GWN Securities Inc. | 0.14% | Reduce -2.8% | 4,235 | $733K |
| Union Savings Bank | 0.32% | No change | 4,229 | $732K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +1.4% | 4,213 | $729K |
| Soltis Investment Advisors LLC | 0.05% | Add +20.5% | 4,208 | $728K |
| Caldwell Sutter Capital, Inc. | 0.29% | Reduce -0.5% | 4,156 | $719K |
| Birchcreek Wealth Management, LLC | 0.34% | Reduce -7.9% | 4,096 | $709K |
| Investment Research & Advisory Group, Inc. | 0.25% | Add +0.5% | 4,082 | $706K |
| DAVENPORT & Co LLC | 0.00% | Reduce -11.0% | 4,062 | $703K |
| American Institute for Advanced Investment Management, LLP | 0.45% | Reduce -14.0% | 4,055 | $702K |
| EFG International AG | 0.02% | No change | 4,054 | $702K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -91.4% | 4,038 | $699K |
| Stokes Family Office, LLC | 0.07% | Add +14.0% | 4,000 | $692K |
| WPWealth LLP | 0.10% | No change | 3,947 | $683K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +25.0% | 3,943 | $682K |
| Principle Wealth Partners LLC | 0.04% | Reduce -26.2% | 3,904 | $676K |
| Heartwood Wealth Advisors LLC | 0.06% | No change | 3,900 | $675K |
| Kingswood Wealth Advisors, LLC | 0.03% | No change | 3,880 | $671K |
| Boston Family Office LLC | 0.04% | No change | 3,874 | $670K |
| Brookwood Investment Group LLC | 0.09% | Reduce -5.6% | 3,868 | $669K |
| Global Wealth Management, LLC | 0.36% | Add +0.6% | 3,829 | $663K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -2.6% | 3,791 | $656K |
| Forthright Family Wealth Advisory LLC | 0.44% | New | 4,948 | $652K |
| Guyasuta Investment Advisors Inc. | 0.04% | No change | 3,740 | $647K |
| Graves Light Lenhart Wealth, Inc. | 0.07% | No change | 3,734 | $646K |
| Sittner & Nelson, LLC | 0.23% | No change | 3,680 | $637K |
| Compass Financial Group, INC | 0.09% | Add +37.6% | 3,666 | $634K |
| UNIVEST FINANCIAL Corp | 0.04% | Reduce -29.0% | 3,660 | $633K |
| Holderness Investments Co. | 0.13% | Add +1.6% | 3,655 | $633K |
| Advantage Trust Co | 0.28% | No change | 3,615 | $626K |
| Independent Wealth Network Inc. | 0.19% | Reduce -4.8% | 3,612 | $625K |
| Smith Asset Management Co., LLC | 0.53% | Add +15.4% | 3,602 | $623K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 3,600 | $623K |
| Resonant Capital Advisors, LLC | 0.03% | Reduce -66.2% | 3,571 | $618K |
| Safe Harbor Fiduciary, LLC | 0.58% | Reduce -4.0% | 3,524 | $610K |
| Valtrion Capital Management, LLC | 0.57% | Reduce -7.5% | 3,520 | $609K |
| TD Waterhouse Canada Inc. | 0.00% | Add +3867.4% | 3,650 | $609K |
| Harbour Investments, Inc. | 0.01% | Add +48.5% | 3,510 | $608K |
| Advisory Alpha, LLC | 0.02% | New | 3,509 | $607K |
| Disciplined Investments, LLC | 0.22% | Add +0.0% | 3,501 | $606K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -13.4% | 3,494 | $605K |
| Wealthspire Retirement, LLC | 0.04% | Reduce -1.0% | 3,449 | $597K |
| Avion Wealth | 0.12% | Add +0.7% | 3,426 | $592K |
| Renaissance Technologies | 0.00% | Reduce -26.1% | 3,400 | $588K |
| Hoge Financial Services, LLC | 0.31% | Reduce -21.2% | 3,400 | $588K |
| Chatham Capital Group, Inc. | 0.09% | No change | 3,395 | $587K |
| High Net Worth Advisory Group LLC | 0.14% | New | 3,353 | $580K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,328 | $576K |
| Arax Advisory Partners | 0.02% | Add +445.6% | 3,301 | $571K |
| Clearstead Advisors, LLC | 0.01% | No change | 3,263 | $565K |
| Clear Wave Wealth Management LLC | 0.14% | — | 3,250 | $562K |
| Balyasny Asset Management L.P. | 0.00% | New | 3,239 | $560K |
| Capital Analysts, LLC | 0.01% | Add +8.8% | 3,230 | $559K |
| Verus Financial Partners, Inc. | 0.05% | Add +0.6% | 3,443 | $554K |
| Mitchell McLeod Pugh & Williams Inc. | 0.08% | Add +3.1% | 3,200 | $554K |
| Indiana Trust & Investment Management Co | 0.17% | No change | 3,200 | $554K |
| McClarren Financial Advisors, Inc. | 0.33% | Add +183.2% | 3,195 | $553K |
| Garde Capital, Inc. | 0.03% | Add +10.0% | 3,172 | $549K |
| XTX Topco Ltd | 0.01% | New | 3,172 | $549K |
| BOS Asset Management, LLC | 0.14% | Add +0.3% | 3,140 | $543K |
| Founders Financial Securities LLC | 0.03% | New | 3,321 | $540K |
| AdvisorNet Financial, Inc | 0.03% | Add +22.6% | 3,105 | $537K |
| Capital Advantage, Inc. | 0.07% | Add +25.8% | 3,089 | $535K |
| United Advisor Group, LLC | 0.07% | Reduce -1.9% | 3,073 | $532K |
| Cambridge Advisors Inc. | 0.10% | No change | 3,073 | $532K |
| Blume Capital Management, Inc. | 0.09% | Reduce -6.1% | 3,060 | $530K |
| FreeGulliver LLC | 0.22% | No change | 3,042 | $526K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.1% | 2,998 | $519K |
| Caprock Group, LLC | 0.01% | No change | 2,994 | $518K |
| One Charles Private Wealth Services, LLC | 0.13% | Reduce -0.8% | 2,980 | $516K |
| Chicago Partners Investment Group LLC | 0.01% | Add +81.9% | 3,208 | $516K |
| Retirement Planning Group, LLC | 0.02% | Reduce -2.0% | 2,945 | $510K |
| Provenance Wealth Advisors, LLC | 0.05% | No change | 2,936 | $508K |
| Certified Advisory Corp | 0.05% | No change | 2,933 | $508K |
| Manchester Capital Management LLC | 0.07% | Reduce -11.3% | 2,927 | $506K |
| Nilsine Partners, LLC | 0.04% | Add +31.8% | 3,127 | $506K |
| Panoramic Investment Advisors, LLC | 0.27% | Add +0.5% | 2,905 | $503K |
| Calder Financial LLC | 0.50% | Reduce -5.9% | 3,013 | $503K |
| Diesslin Group, Inc. | 0.23% | Add +0.6% | 2,905 | $503K |
| Ted Buchan & Co | 0.18% | Reduce -0.6% | 2,901 | $502K |
| Sherry Group, Inc. | 0.55% | No change | 2,894 | $501K |
| Titleist Asset Management, LLC | 0.04% | Add +39.0% | 2,879 | $498K |
| Vanguard National Trust Co | 0.03% | — | 2,867 | $496K |
| SC&H Financial Advisors, Inc. | 0.07% | Add +0.1% | 2,864 | $496K |
| Idaho Trust Co | 0.16% | Add +3.8% | 2,859 | $495K |
| Simplex Trading, LLC | 0.02% | Add +10823.1% | 2,840 | $491K |
| Solutions 4 Wealth, Ltd | 0.73% | New | 2,824 | $489K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Add +20.0% | 2,822 | $488K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -6.8% | 2,800 | $484K |
| Trinity Financial Advisors LLC | 0.14% | Add +0.1% | 2,793 | $483K |
| BSW Wealth Partners | 0.06% | No change | 2,789 | $483K |
| Central Valley Advisors, LLC | 0.13% | New | 2,736 | $474K |
| Yoder Wealth Management, Inc. | 0.22% | No change | 2,733 | $473K |
| Trust Point Inc. | 0.04% | No change | 2,731 | $473K |
| Summit Trail Advisors, LLC | 0.01% | Add +56.3% | 2,721 | $471K |
| Avalon Capital Management | 0.13% | Reduce -2.7% | 2,718 | $470K |
| Freestone Capital Holdings, LLC | 0.01% | Add +40.2% | 2,708 | $469K |
| Chemistry Wealth Management LLC | 0.08% | No change | 2,699 | $467K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +10.2% | 2,699 | $467K |
| Disciplined Investors, L.L.C. | 0.28% | Add +0.4% | 2,692 | $466K |
| Peterson Wealth Advisors, LLC | 0.06% | Add +0.5% | 2,692 | $466K |
| Financial & Tax Architects, LLC | 0.10% | Reduce -2.1% | 2,648 | $458K |
| RBA Wealth Management, LLC | 0.16% | Reduce -3.2% | 2,641 | $457K |
| Caitlin John, LLC | 0.27% | Add +18.0% | 2,622 | $454K |
| Osbon Capital Management LLC | 0.37% | New | 2,599 | $450K |
| Ethos Financial Group, LLC | 0.03% | No change | 2,540 | $440K |
| Bayshore Capital Advisors, LLC | 0.18% | No change | 2,522 | $436K |
| Roble, Belko & Company, Inc | 0.06% | Add +20.8% | 2,520 | $436K |
| Gibson Wealth Advisors LLC | 0.29% | No change | 2,500 | $433K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -35.2% | 2,567 | $431K |
| Myecfo, LLC | 0.18% | No change | 2,487 | $430K |
| Rockbridge Investment Management, LCC | 0.04% | Add +1.0% | 2,449 | $424K |
| Intellectus Partners, LLC | 0.09% | Reduce -3.7% | 2,447 | $423K |
| Sequent Planning LLC | 0.10% | No change | 2,436 | $422K |
| Colton Groome Financial Advisors, LLC | 0.12% | No change | 2,435 | $421K |
| Parr McKnight Wealth Management Group, LLC | 0.05% | Reduce -0.5% | 2,416 | $418K |
| Strategic Advocates LLC | 1.84% | Reduce -9.4% | 2,398 | $415K |
| PKS Advisory Services, LLC | 0.10% | Add +3.3% | 2,519 | $414K |
| Brown Advisory Inc. | 0.00% | Add +3.6% | 2,378 | $412K |
| Covestor Ltd | 0.28% | Add +2.7% | 2,363 | $409K |
| Compass Ion Advisors, LLC | 0.04% | New | 2,358 | $408K |
| American Trust | 0.04% | New | 2,357 | $408K |
| Bluesphere Advisors LLC | 0.14% | New | 2,354 | $407K |
| Steel Grove Capital Advisors, LLC | 0.04% | No change | 2,340 | $405K |
| Windsor Advisory Group, LLC | 0.34% | Reduce -61.3% | 2,323 | $402K |
| Patten & Patten Inc. | 0.02% | No change | 2,318 | $401K |
| Northside Capital Management, LLC | 0.04% | No change | 2,308 | $399K |
| Cowa, LLC | 0.12% | Reduce -14.8% | 2,300 | $398K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -4.8% | 2,290 | $396K |
| Collaborative Wealth Managment Inc. | 0.18% | No change | 2,241 | $388K |
| CRA Financial Services, LLC | 0.05% | Reduce -0.4% | 2,209 | $382K |
| Firestone Capital Management | 0.08% | No change | 2,202 | $381K |
| Madden Advisory Services, Inc. | 0.15% | New | 2,191 | $379K |
| Sentinel Trust Co. Lba | 0.04% | No change | 2,170 | $375K |
| Rwa Wealth Partners, LLC | 0.00% | Add +2.6% | 2,166 | $375K |
| Bragg Financial Advisors, Inc | 0.01% | Add +7.4% | 2,165 | $375K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 2,157 | $373K |
| US Bancorp \de | 0.00% | Reduce -37.6% | 2,144 | $371K |
| Welch Group, LLC | 0.01% | No change | 2,141 | $370K |
| NorthLanding Financial Partners, LLC | 0.30% | Add +0.6% | 2,126 | $368K |
| Plan Group Financial, LLC | 0.09% | No change | 2,115 | $366K |
| KDK Private Wealth Management, LLC | 0.33% | Add +1.3% | 2,112 | $365K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 2,110 | $365K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 2,109 | $365K |
| Tiaa Trust, National Association | 0.02% | Reduce -55.7% | 2,105 | $364K |
| Causey Wealth LLC | 0.15% | Reduce -15.6% | 2,098 | $363K |
| Opus Capital Group, LLC | 0.04% | Add +0.1% | 2,082 | $360K |
| Leavell Investment Management, Inc. | 0.01% | No change | 2,070 | $358K |
| Sound Income Strategies, LLC | 0.02% | Add +0.6% | 2,142 | $357K |
| Hanover Advisors Inc. | 0.14% | Reduce -19.8% | 2,055 | $356K |
| Claret Asset Management Corp | 0.04% | Add +2.5% | 2,050 | $355K |
| CWA Asset Management Group, LLC | 0.01% | Add +13.3% | 2,046 | $354K |
| Colonial Trust Co / SC | 0.05% | Reduce -0.7% | 2,035 | $352K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -6.0% | 2,025 | $350K |
| FLC Capital Advisors | 0.06% | No change | 2,000 | $346K |
| Beese Fulmer Investment Management, Inc. | 0.02% | New | 2,000 | $346K |
| Black Diamond Financial, LLC | 0.04% | Reduce -9.4% | 1,991 | $345K |
| Northeast Investment Management | 0.01% | No change | 1,975 | $342K |
| Walkner Condon Financial Advisors LLC | 0.04% | No change | 1,957 | $339K |
| Triumph Capital Management | 0.07% | Reduce -4.6% | 1,936 | $335K |
| Kathmere Capital Management, LLC | 0.02% | New | 1,925 | $333K |
| Laurel Wealth Advisors LLC | 0.03% | No change | 2,100 | $333K |
| IMC-Chicago, LLC | 0.01% | New | 1,911 | $331K |
| Bogart Wealth, LLC | 0.01% | No change | 1,894 | $328K |
| Rathbones Group PLC | 0.00% | New | 1,890 | $327K |
| Strategic Financial Concepts, LLC | 0.08% | New | 1,886 | $326K |
| Warner Financial, Inc. | 0.11% | Add +0.3% | 1,876 | $325K |
| Kingsview Wealth Management, LLC | 0.00% | Add +1.8% | 1,874 | $324K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.3% | 1,863 | $322K |
| Prostatis Group LLC | 0.08% | Reduce -6.4% | 1,853 | $321K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -55.7% | 1,843 | $319K |
| Fischer Financial Services, Inc. | 0.11% | Reduce -13.6% | 1,838 | $318K |
| Howard Wealth Management, LLC | 0.13% | Add +1.1% | 1,821 | $315K |
| Sankala Group LLC | 0.26% | Reduce -0.4% | 1,769 | $313K |
| Matauro, LLC | 0.05% | Add +8.2% | 1,806 | $313K |
| Arrowroot Family Office, LLC | 0.10% | Reduce -78.3% | 1,801 | $312K |
| GFS Advisors, LLC | 0.02% | No change | 1,800 | $311K |
| Harbor Asset Planning, Inc. | 0.26% | Add +48.4% | 1,790 | $310K |
| Florida Financial Advisors, LLC | 0.07% | New | 1,780 | $308K |
| Arsenal Capital Advisors LLC | 0.22% | Add +0.2% | 1,765 | $305K |
| Twelve Points Wealth Management LLC | 0.07% | No change | 1,745 | $302K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +7.4% | 1,725 | $298K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.2% | 1,707 | $295K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 1,700 | $294K |
| Boltwood Capital Management | 0.07% | Reduce -2.6% | 1,689 | $292K |
| Trajan Wealth LLC | 0.01% | Add +0.2% | 1,675 | $290K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -7.8% | 1,670 | $289K |
| Collective Family Office LLC | 0.07% | New | 1,668 | $289K |
| PFG Investments, LLC | 0.01% | Reduce -6.5% | 1,666 | $288K |
| Quotient Wealth Partners, LLC | 0.01% | New | 1,658 | $287K |
| Strait & Sound Wealth Management LLC | 0.11% | Reduce -7.8% | 1,655 | $286K |
| Red Crane Wealth Management, LLC | 0.23% | No change | 1,650 | $286K |
| Victory Financial Group, LLC | 0.03% | No change | 1,629 | $282K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 1,627 | $282K |
| Private Client Services, LLC | 0.08% | New | 1,619 | $280K |
| Diversify Wealth Management, LLC | 0.01% | New | 1,662 | $279K |
| Smith, Moore & Co. | 0.02% | No change | 1,602 | $277K |
| Sunbelt Securities, Inc. | 0.02% | Add +2.7% | 1,592 | $276K |
| Investor's Fiduciary Advisor Network, LLC | 0.08% | New | 1,588 | $274K |
| waypoint wealth counsel | 0.14% | New | 1,566 | $271K |
| Wilson & Boucher Capital Management, LLC | 0.18% | Reduce -6.1% | 1,550 | $268K |
| First PREMIER Bank | 0.06% | No change | 1,548 | $268K |
| TD Capital Management LLC | 0.02% | Add +0.1% | 1,549 | $268K |
| Capital Investment Counsel, LLC | 0.04% | New | 1,545 | $267K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 1,540 | $266K |
| Silverlake Wealth Management LLC | 0.06% | New | 1,521 | $263K |
| Wealthcare Capital Partners, LLC | 0.12% | New | 1,515 | $262K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -10.0% | 1,513 | $262K |
| Slagle Financial, LLC | 0.09% | New | 1,508 | $261K |
| Royal Harbor Partners, LLC | 0.09% | New | 1,504 | $260K |
| Ritholtz Wealth Management | 0.00% | New | 1,501 | $260K |
| Baker Avenue Asset Management, LP | 0.01% | New | 1,501 | $260K |
| Liberty Square Wealth Partners LLC | 0.07% | New | 1,496 | $259K |
| West Bancorporation Inc. | 0.13% | New | 1,495 | $259K |
| IFP Advisors, Inc | 0.01% | Add +15.2% | 1,495 | $259K |
| Optima Capital LLC | 0.12% | Reduce -7.2% | 1,491 | $258K |
| Armstrong Advisory Group, Inc. | 0.02% | Add +0.1% | 1,487 | $257K |
| North Star Investment Management Corp. | 0.02% | Add +0.1% | 1,485 | $257K |
| Annandale Capital, LLC | 0.04% | New | 1,485 | $257K |
| Wood Tarver Financial Group, LLC | 0.07% | New | 1,483 | $256K |
| StoneX Group Inc. | 0.01% | New | 1,474 | $255K |
| Vermillion Wealth Management, Inc. | 0.10% | Add +0.6% | 1,473 | $255K |
| Lakeridge Wealth Management LLC | 0.11% | New | 1,469 | $254K |
| Private Management Group Inc. | 0.01% | New | 1,460 | $253K |
| Total Clarity Wealth Management, Inc. | 0.06% | Reduce -20.5% | 1,458 | $252K |
| Leo Wealth, LLC | 0.02% | New | 1,458 | $252K |
| Deutsche Bank AG | 0.00% | Reduce -75.8% | 1,445 | $250K |
| City State Bank | 0.06% | Reduce -0.3% | 1,437 | $249K |
| International Assets Investment Management, LLC | 0.02% | No change | 1,488 | $248K |
| Liberty Wealth Management LLC | 0.03% | New | 1,414 | $245K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 1,413 | $245K |
| Savvy Advisors, Inc. | 0.01% | New | 1,406 | $243K |
| Creative Financial Designs Inc. | 0.01% | Add +609.6% | 1,398 | $242K |
| Integrated Wealth Management | 0.28% | New | 1,396 | $242K |
| Mustard Seed Financial, LLC | 0.14% | New | 1,395 | $241K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 1,393 | $241K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +99.0% | 1,389 | $240K |
| Security Financial Services, INC. | 0.04% | Reduce -21.8% | 1,388 | $240K |
| Wick Capital Partners, LLC | 0.04% | New | 1,386 | $240K |
| Apella Capital, LLC | 0.00% | New | 1,534 | $239K |
| Cyndeo Wealth Partners, LLC | 0.01% | New | 1,382 | $239K |
| Traynor Capital Management, Inc. | 0.01% | New | 1,359 | $238K |
| Jacobi Capital Management LLC | 0.01% | New | 1,370 | $237K |
| Kingsbury Capital Investment Advisors LLC | 0.22% | — | 1,361 | $236K |
| Waterloo Capital, L.P. | 0.02% | New | 1,356 | $235K |
| Howard Capital Management, LLC | 0.00% | New | 1,354 | $234K |
| Segment Wealth Management, LLC | 0.01% | New | 1,350 | $234K |
| Redmond Asset Management, LLC | 0.06% | New | 1,340 | $232K |
| QRG Capital Management, Inc. | 0.00% | New | 1,339 | $232K |
| LongView Wealth Management | 0.06% | New | 1,444 | $229K |
| Belpointe Asset Management LLC | 0.01% | New | 1,317 | $228K |
| NavPoint Financial, Inc. | 0.09% | New | 1,311 | $227K |
| Annex Advisory Services, LLC | 0.00% | New | 1,310 | $227K |
| Motive Wealth Advisors | 0.11% | New | 1,304 | $226K |
| Sterling Financial Planning, Inc. | 0.07% | New | 1,304 | $226K |
| Glenmede Trust Co. NA | 0.00% | Add +11.2% | 1,290 | $223K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -34.7% | 1,290 | $223K |
| Wedbush Securities Inc. | 0.01% | New | 1,285 | $222K |
| MKT Advisors LLC | 0.07% | New | 1,301 | $222K |
| Aprio Wealth Management, LLC | 0.01% | New | 1,279 | $221K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,300 | $220K |
| Leo H. Evart, Inc. | 0.19% | — | 1,269 | $220K |
| Yarger Wealth Strategies, LLC | 0.09% | New | 1,264 | $219K |
| Charles Schwab Trust Co | 0.01% | New | 1,257 | $218K |
| NewEdge Wealth, LLC | 0.00% | New | 1,229 | $213K |
| Meredith Wealth Planning | 0.06% | New | 1,224 | $212K |
| Maridea Wealth Management LLC | 0.03% | New | 1,224 | $212K |
| Forum Financial Management, LP | 0.00% | New | 1,217 | $211K |
| Pure Financial Advisors, LLC | 0.00% | New | 1,215 | $210K |
| Stonebridge Capital Advisors LLC | 0.01% | New | 1,214 | $210K |
| NTV Asset Management LLC | 0.02% | New | 1,213 | $210K |
| Tumwater Wealth Management, LLC | 0.08% | New | 1,210 | $209K |
| Hardin Capital Partners, LLC | 0.10% | New | 1,205 | $209K |
| Zullo Investment Group, Inc. | 0.08% | New | 1,205 | $209K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,193 | $206K |
| Debussy Capital Management LP | 0.03% | New | 1,189 | $206K |
| Welch & Forbes LLC | 0.00% | New | 1,178 | $204K |
| Gemmer Asset Management LLC | 0.02% | New | 1,174 | $203K |
| Destiny Wealth Partners, LLC | 0.02% | New | 1,173 | $203K |
| Anson Capital, Inc. | 0.14% | New | 1,164 | $201K |
| Investors Research Corp | 0.04% | No change | 1,139 | $197K |
| Geneos Wealth Management Inc. | 0.00% | Add +24.5% | 1,129 | $195K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -28.8% | 1,120 | $194K |
| Hurley Capital, LLC | 0.09% | Add +13.5% | 1,007 | $174K |
| UMB Bank, n.a. | 0.00% | No change | 1,000 | $173K |
| Bravera Wealth | 0.08% | Add +9.2% | 983 | $170K |
| Security National Bank | 0.02% | No change | 955 | $165K |
| Main Management LLC | 0.01% | No change | 950 | $164K |
| Bayban | 0.14% | No change | 943 | $163K |
| Private Wealth Management Group, LLC | 0.04% | Reduce -9.8% | 940 | $163K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -56.7% | 931 | $161K |
| Petix & Botte Co | 0.07% | Reduce -50.0% | 922 | $160K |
| Spire Wealth Management | 0.01% | Add +39.8% | 913 | $158K |
| MCF Advisors LLC | 0.01% | Add +0.1% | 905 | $157K |
| KERR FINANCIAL PLANNING Corp | 0.11% | Reduce -45.7% | 950 | $156K |
| Ankerstar Wealth, LLC | 0.17% | Reduce -29.6% | 903 | $156K |
| Olistico Wealth, LLC | 0.08% | Reduce -4.3% | 898 | $155K |
| Lanark Financial, Inc. | 0.01% | No change | 848 | $147K |
| VSM Wealth Advisory, LLC | 0.04% | Add +0.1% | 839 | $145K |
| Westside Investment Management, Inc. | 0.02% | No change | 842 | $142K |
| Coston, McIsaac & Partners | 0.03% | Add +1.5% | 825 | $142K |
| Magnolia Wealth Management, LLC | 0.08% | New | 814 | $141K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 743 | $129K |
| Larson Financial Group LLC | 0.00% | Add +11.2% | 704 | $122K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -1.4% | 688 | $119K |
| Mather Group, Llc. | 0.00% | New | 675 | $117K |
| Peachtree Investment Partners, LLC | 0.04% | New | 656 | $113K |
| Cheviot Value Management, LLC | 0.01% | Reduce -20.4% | 653 | $113K |
| LGT Financial Advisors LLC | 0.54% | New | 608 | $105K |
| Root Financial Partners, LLC | 0.00% | No change | 596 | $103K |
| Quadrant Capital Group LLC | 0.00% | No change | 570 | $99K |
| Glen Eagle Advisors, LLC | 0.01% | Add +7.6% | 565 | $98K |
| Robinswood Financial LLC | 0.03% | Add +2.7% | 565 | $98K |
| CENTRAL TRUST Co | 0.00% | No change | 555 | $96K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.9% | 544 | $94K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | Reduce -10.7% | 537 | $93K |
| Founders Financial Alliance, LLC | 0.02% | Add +256.9% | 514 | $89K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 477 | $83K |
| Key Financial Inc | 0.01% | Reduce -0.4% | 455 | $79K |
| Davis Capital Management | 0.05% | No change | 438 | $76K |
| Principia Wealth Advisory, LLC | 0.04% | New | 426 | $74K |
| IFG Advisory, LLC | 0.21% | Reduce -83.5% | 424 | $73K |
| SHP Wealth Management | 0.01% | Reduce -48.3% | 420 | $73K |
| Costello Asset Management, INC | 0.02% | No change | 406 | $70K |
| Three Bearings Fiduciary Advisors, Inc. | 0.07% | Reduce -16.9% | 399 | $69K |
| N.E.W. Advisory Services LLC | 0.01% | Add +197.7% | 384 | $66K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -20.7% | 375 | $65K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 372 | $64K |
| Coastline Trust Co | 0.01% | No change | 370 | $64K |
| Forum Finance Group S.A. | 0.03% | — | 460 | $63K |
| Proffitt & Goodson Inc. | 0.01% | No change | 359 | $62K |
| Quaker Wealth Management, LLC | 0.02% | Reduce -61.1% | 357 | $62K |
| GAMMA Investing LLC | 0.00% | No change | 342 | $59K |
| Obsidian Cio, LLC | 0.05% | New | 319 | $55K |
| Rakuten Securities, Inc. | 0.02% | Add +137.0% | 301 | $52K |
| Banque Cantonale Vaudoise | 0.00% | No change | 292 | $51K |
| Franklin Resources Inc. | 0.00% | No change | 284 | $49K |
| Tripletail Wealth Management, LLC | 0.07% | No change | 289 | $49K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 280 | $48K |
| Tradewinds Capital Management, LLC | 0.01% | Add +29.5% | 268 | $46K |
| Godfrey Financial Associates, Inc. | 0.04% | No change | 263 | $46K |
| Kings Path Partners LLC | 0.02% | Reduce -14.4% | 262 | $45K |
| Bullock Wealth Management Group | 0.02% | Add +0.4% | 269 | $45K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 251 | $43K |
| Smartleaf Asset Management LLC | 0.00% | Add +141.2% | 246 | $43K |
| Strive Financial Group ,LLC | 0.02% | No change | 250 | $43K |
| Abound Wealth Management | 0.01% | Add +68.5% | 241 | $42K |
| Qube Research & Technologies Ltd | 0.00% | New | 231 | $40K |
| Gleason Group, Inc. | 0.00% | Add +0.5% | 219 | $38K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Add +0.5% | 219 | $38K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +0.5% | 216 | $37K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +65.6% | 212 | $37K |
| Bank of New Hampshire | 0.01% | No change | 210 | $36K |
| CVA Family Office, LLC | 0.00% | No change | 200 | $35K |
| HM Payson & Co. | 0.00% | No change | 200 | $35K |
| Scarborough Advisors, LLC | 0.00% | No change | 194 | $34K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 192 | $33K |
| Matrix Private Capital Group LLC | 0.02% | Add +0.5% | 189 | $33K |
| Creative Capital Management Investments LLC | 0.01% | Reduce -5.1% | 186 | $32K |
| MilWealth Group LLC | 0.01% | No change | 185 | $32K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 164 | $28K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -5.8% | 163 | $28K |
| Vision Financial Markets LLC | 0.03% | No change | 156 | $27K |
| Frisco Financial Planning LLC | 0.02% | New | 150 | $26K |
| Evermay Wealth Management LLC | 0.00% | No change | 150 | $26K |
| Archer Investment Corp | 0.01% | No change | 142 | $25K |
| Anfield Capital Management, LLC | 0.01% | No change | 140 | $24K |
| Private Wealth Asset Management, LLC | 0.00% | Add +655.6% | 136 | $24K |
| Clark Wealth Partners | 0.02% | Add +0.8% | 134 | $23K |
| Ameriflex Group, Inc. | 0.01% | No change | 131 | $23K |
| Winch Advisory Services, LLC | 0.01% | Add +0.8% | 126 | $22K |
| Hara Capital LLC | 0.01% | Add +0.8% | 125 | $22K |
| Orion Capital Management LLC | 0.01% | No change | 122 | $21K |
| Nova Wealth Management, Inc. | 0.01% | Add +265.6% | 117 | $20K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 110 | $19K |
| Howe & Rusling Inc. | 0.00% | Add +0.9% | 106 | $18K |
| Private Trust Co. NA | 0.00% | Add +253.3% | 106 | $18K |
| Ancora Advisors LLC | 0.00% | No change | 104 | $18K |
| NFSG Corp | 0.00% | Reduce -20.8% | 103 | $18K |
| Entrust Financial LLC | 0.01% | No change | 103 | $18K |
| Sunrise Financial Services, LLC | 0.01% | No change | 102 | $18K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 108 | $17K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 100 | $17K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 100 | $17K |
| Tsfg, LLC | 0.00% | Add +47.0% | 97 | $17K |
| Hanson & Doremus Investment Management | 0.00% | No change | 96 | $17K |
| Barclays PLC | 0.00% | New | 89 | $15K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 87 | $15K |
| Copia Wealth Management | 0.01% | Add +4.8% | 87 | $15K |
| Hantz Financial Services, Inc. | 0.00% | No change | 82 | $14K |
| Main Street Group, LTD | 0.00% | New | 80 | $14K |
| Trust Co | 0.00% | Add +92.7% | 79 | $14K |
| JNBA Financial Advisors | 0.00% | No change | 78 | $13K |
| Evelyn Partners Investment Management LLP | 0.00% | Reduce -8.2% | 78 | $13K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 77 | $13K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 77 | $13K |
| HighMark Wealth Management LLC | 0.01% | No change | 71 | $12K |
| St Germain D J Co. Inc. | 0.00% | Reduce -58.8% | 70 | $12K |
| Synergy Investment Management, LLC | 0.00% | New | 68 | $12K |
| Raffa Wealth Management, LLC | 0.00% | Add +1.5% | 66 | $11K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 58 | $10K |
| McIlrath & Eck, LLC | 0.00% | No change | 55 | $10K |
| Rice Partnership, LLC | 0.00% | No change | 53 | $9K |
| Paladin Advisory Group, LLC | 0.01% | No change | 52 | $9K |
| North Ridge Wealth Advisors, Inc. | 0.01% | No change | 51 | $9K |
| Monetary Management Group Inc. | 0.00% | New | 50 | $9K |
| Citizens National Bank Trust Department | 0.00% | No change | 50 | $9K |
| Westfuller Advisors, LLC | 0.00% | Add +2.2% | 47 | $8K |
| Rothschild Investment LLC | 0.00% | No change | 45 | $8K |
| United Financial Planning Group LLC | 0.00% | New | 43 | $7K |
| SouthState Bank Corp | 0.00% | Reduce -80.7% | 42 | $7K |
| Key Capital Management, INC | 0.00% | Add +86.4% | 41 | $7K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 41 | $7K |
| Financial Connections Group, Inc. | 0.00% | New | 46 | $7K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 41 | $7K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 40 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -39.1% | 39 | $7K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 38 | $7K |
| Cornerstone Planning Group LLC | 0.00% | No change | 36 | $6K |
| Parkside Financial Bank & Trust | 0.00% | New | 34 | $6K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 34 | $6K |
| JDM Financial Group LLC | 0.00% | No change | 33 | $6K |
| Comprehensive Financial Planning, Inc. | 0.00% | New | 32 | $6K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 31 | $5K |
| Rialto Wealth Management, LLC | 0.00% | No change | 28 | $5K |
| Fairscale Capital, LLC | 0.00% | New | 25 | $4K |
| Wolff Wiese Magana LLC | 0.00% | New | 25 | $4K |
| Gill Capital Partners, LLC | 0.00% | New | 25 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 23 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 22 | $4K |
| WPG Advisers, LLC | 0.00% | No change | 20 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | New | 19 | $3K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 18 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 18 | $3K |
| Signaturefd, LLC | 0.00% | Add +0.0% | 18 | $3K |
| Retiremitten Financial LLC | 0.00% | — | 14 | $2K |
| Burk Holdings LLC | 0.00% | New | 13 | $2K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 8 | $1K |
| Activest Wealth Management | 0.00% | No change | 7 | $1K |
| Ascentis Independent Advisors | 0.00% | New | 6 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 8 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -20.0% | 4 | $800 |
| Tucker Asset Management LLC | 0.00% | No change | 4 | $692 |
| GS Investments, Inc. | 0.00% | New | 3 | $519 |
| Vanguard Advisers Inc. | 0.00% | — | 2 | $356 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 1 | $173 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 1 | $173 |
"% of holder's portfolio" is VDE's weight in each manager's 13F, not the share of Vanguard Energy ETF the manager owns.