Vanguard Financials ETFVFHETF
13F holders, Q4 2024 (December 31)706holders +74
68new positions
35sold out
7famous investors
$118.06avg. 13F price*
At the end of Q4 2024, 706 institutions reported holding Vanguard Financials ETF (VFH) in their 13F filings, up 74 from Q3 2024. 68 opened new positions and 35 sold out. The largest holders were Bank of America Corp. ($2.7B), Morgan Stanley ($377.3M) and UBS Group AG ($226.8M). 7 famous investors held it, including George Soros (0.5% of Soros Fund Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vanguard Financials ETF
- CUSIP
- 92204A405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $85.8M |
| Exits | 35 | $20.8M |
All 13F filers, Q3 2024 → Q4 2024: 2,814,491 shares bought and 2,314,409 shares sold, net +500,082 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 706 holders
| Bank of America Corp. | 0.25% | Reduce -1.7% | 23,003,658 | $2.7B |
| Morgan Stanley | 0.03% | Add +16.1% | 3,195,672 | $377.3M |
| UBS Group AG | 0.05% | Add +2.2% | 1,920,782 | $226.8M |
| Wells Fargo & Company | 0.05% | Add +15.8% | 1,582,629 | $186.9M |
| Beacon Capital Management, Inc. | 7.31% | Reduce -5.9% | 1,430,014 | $168.8M |
| PGIM Custom Harvest LLC | 2.73% | Add +5.5% | 1,184,343 | $139.8M |
| Raymond James Financial Inc. | 0.05% | — | 1,105,688 | $130.5M |
| FMR LLC | 0.01% | Reduce -1.1% | 1,063,681 | $125.6M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -18.5% | 1,026,495 | $121.2M |
| LPL Financial LLC | 0.04% | Add +15.0% | 758,255 | $89.5M |
| Ameriprise Financial Inc. | 0.02% | Add +16.4% | 692,267 | $81.7M |
| Royal Bank of Canada | 0.01% | Reduce -4.8% | 526,304 | $62.1M |
| Stifel Financial Corp. | 0.06% | Add +3.8% | 449,443 | $53.1M |
| Advisors Preferred, LLC | 8.46% | Add +48.0% | 446,507 | $52.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -52.6% | 437,817 | $51.7M |
| Cetera Investment Advisers | 0.10% | Reduce -6.7% | 411,837 | $48.6M |
| M&T Bank Corp | 0.14% | Reduce -0.3% | 362,356 | $42.8M |
| KCM Investment Advisors LLC | 1.40% | Reduce -4.7% | 342,212 | $40.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +2.9% | 284,403 | $33.6M |
| PNC Financial Services Group, Inc. | 0.02% | Add +3.1% | 237,861 | $28.1M |
| Rockefeller Capital Management L.P. | 0.07% | Add +12.0% | 220,303 | $25.9M |
| Synovus Financial Corp. | 0.33% | Reduce -51.1% | 216,909 | $25.6M |
| Tiff Advisory Services, LLC | 8.21% | No change | 213,451 | $25.2M |
| Osaic Holdings, Inc. | 0.06% | Reduce -5.3% | 212,166 | $25.1M |
| TD Waterhouse Canada Inc. | 0.19% | Add +9.0% | 200,190 | $23.6M |
| Barclays PLC | 0.01% | Add +88.2% | 185,101 | $21.9M |
| Allianz SE | 0.56% | Add +113119.8% | 183,416 | $21.7M |
| Soros Fund Management | 0.52% | No change | 174,588 | $20.6M |
| Prudential PLC | 0.10% | New | 169,200 | $20.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +9.3% | 165,211 | $19.5M |
| Hamilton Wealth, LLC | 4.73% | Add +19.3% | 165,189 | $19.5M |
| Estate Counselors, LLC | 2.05% | Add +0.3% | 162,570 | $19.2M |
| Captrust Financial Advisors | 0.05% | Reduce -3.8% | 155,482 | $18.4M |
| MML Investors Services, LLC | 0.06% | Add +126.5% | 153,903 | $18.2M |
| Lido Advisors, LLC | 0.11% | Add +4.6% | 151,627 | $17.9M |
| Avantax Advisory Services, Inc. | 0.11% | Reduce -1.5% | 147,883 | $17.5M |
| Full Sail Capital, LLC | 1.11% | Reduce -2.1% | 147,077 | $17.4M |
| Cedar Mountain Advisors, LLC | 3.80% | Reduce -0.1% | 146,575 | $17.3M |
| Trust Co. of Oklahoma | 5.31% | Reduce -0.2% | 140,725 | $16.6M |
| CMH Wealth Management LLC | 3.73% | Add +1.3% | 137,867 | $16.3M |
| Theory Financial LLC | 6.80% | Reduce -2.4% | 137,715 | $16.3M |
| Edmond DE Rothschild Holding S.A. | 0.26% | Add +1.2% | 130,340 | $15.4M |
| Corient Private Wealth LP | 0.02% | Reduce -2.5% | 134,265 | $14.7M |
| Janney Montgomery Scott LLC | 0.04% | Add +43.9% | 123,456 | $14.6M |
| HighTower Advisors, LLC | 0.02% | Add +6.3% | 122,105 | $14.4M |
| Mariner, LLC | 0.02% | Add +2.7% | 120,842 | $14.3M |
| Atria Wealth Solutions, Inc. | 0.15% | Reduce -0.6% | 119,323 | $14.1M |
| Truist Financial Corp. | 0.02% | Add +4.3% | 118,004 | $13.9M |
| WBH Advisory Inc. | 1.28% | Reduce -0.0% | 117,137 | $13.8M |
| Sanctuary Advisors, LLC | 0.09% | Add +13.2% | 108,250 | $13.7M |
| EWG Elevate Inc. | 3.94% | New | 109,420 | $12.9M |
| Principal Securities, Inc. | 0.29% | Add +1.7% | 107,931 | $12.7M |
| Bordeaux Wealth Advisors LLC | 2.03% | Reduce -1.0% | 106,799 | $12.6M |
| MassMutual Private Wealth & Trust, FSB | 0.35% | Reduce -0.5% | 104,948 | $12.4M |
| Exchange Capital Management, Inc. | 1.84% | Add +0.4% | 97,960 | $11.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +776.7% | 97,890 | $11.6M |
| Fifth Third Bancorp | 0.04% | Add +1.5% | 96,832 | $11.4M |
| Cresset Asset Management, LLC | 0.05% | Reduce -0.8% | 92,151 | $10.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.5% | 90,611 | $10.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +3.4% | 89,878 | $10.6M |
| Atlas Capital Advisors Inc. | 1.30% | Reduce -2.2% | 86,544 | $10.2M |
| Winthrop Capital Management, LLC | 2.69% | Reduce -12.6% | 85,607 | $10.1M |
| Strategic Wealth Partners, Ltd. | 0.80% | Add +2.5% | 76,183 | $9.6M |
| Ayalon Insurance Comp Ltd. | 2.94% | No change | 80,662 | $9.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.7% | 79,096 | $9.3M |
| Northeast Financial Consultants Inc | 0.39% | Add +0.2% | 78,963 | $9.3M |
| Chai Trust Co. LLC | 0.47% | Add +3.6% | 76,839 | $9.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -7.3% | 76,832 | $9.1M |
| Creative Planning | 0.01% | Reduce -8.9% | 75,771 | $8.9M |
| Axiom Financial Strategies, LLC | 4.81% | Add +1.7% | 72,962 | $8.6M |
| Callan Capital, LLC | 0.61% | Reduce -0.6% | 71,214 | $8.4M |
| Wall Street Financial Group, Inc. | 8.13% | Add +8.5% | 70,525 | $8.3M |
| Cavalier Investments, LLC | 2.71% | Add +4.3% | 68,729 | $8.1M |
| Wheelhouse Advisory Group LLC | 4.71% | Add +3.0% | 67,232 | $7.9M |
| Richmond Brothers, Inc. | 5.07% | Add +5.2% | 67,031 | $7.9M |
| Invst, LLC | 0.96% | Reduce -13.5% | 66,807 | $7.9M |
| Sabal Trust CO | 0.45% | Add +0.5% | 65,920 | $7.8M |
| Allen Investment Management, LLC | 0.09% | Add +45.5% | 64,172 | $7.6M |
| Polianta Ltd | 3.56% | Reduce -4.0% | 63,100 | $7.5M |
| Robertson Stephens Wealth Management, LLC | 0.25% | Reduce -16.5% | 59,389 | $7.0M |
| LCM Capital Management Inc | 3.95% | Add +0.4% | 59,262 | $7.0M |
| Keeley-Teton Advisors, LLC | 0.81% | Add +0.3% | 59,113 | $7.0M |
| TAP Consulting, LLC | 1.42% | Reduce -1.9% | 58,836 | $6.9M |
| Founders Grove Wealth Partners, LLC | 1.96% | — | 57,375 | $6.8M |
| AE Wealth Management LLC | 0.06% | Reduce -5.3% | 56,076 | $6.6M |
| Financial Freedom, LLC | 3.38% | Add +0.1% | 54,235 | $6.4M |
| Curran Financial Partners, LLC | 1.61% | Reduce -1.2% | 51,879 | $6.1M |
| Exchange Traded Concepts, LLC | 0.12% | Add +0.9% | 51,699 | $6.1M |
| WFA Asset Management Corp | 3.26% | Reduce -6.8% | 51,023 | $6.0M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 2.26% | No change | 50,190 | $5.9M |
| Quadrature Capital Ltd | 0.12% | New | 50,102 | $5.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +5.9% | 49,831 | $5.9M |
| Tranquilli Financial Advisor LLC | 3.60% | Reduce -0.3% | 48,189 | $5.7M |
| CW Advisors, LLC | 0.08% | Reduce -1.2% | 47,481 | $5.6M |
| SOL Capital Management CO | 0.62% | Reduce -0.6% | 47,460 | $5.6M |
| Concourse Financial Group Securities, Inc. | 0.31% | Add +16.9% | 44,649 | $5.5M |
| Comerica Bank | 0.02% | Add +0.4% | 45,837 | $5.4M |
| Trek Financial, LLC | 0.40% | New | 45,755 | $5.4M |
| Kinloch Capital, LLC | 2.68% | Reduce -14.5% | 45,367 | $5.4M |
| Merit Financial Group, LLC | 0.09% | Add +0.4% | 43,901 | $5.2M |
| Bartlett & Co. Wealth Management LLC | 0.07% | Add +0.0% | 43,418 | $5.1M |
| Atria Investments, Inc | 0.06% | Add +4.1% | 42,486 | $5.0M |
| Johnson Investment Counsel Inc. | 0.05% | Add +3.0% | 41,021 | $4.8M |
| Integrated Wealth Concepts LLC | 0.06% | Add +2.6% | 40,646 | $4.8M |
| Frank, Rimerman Advisors LLC | 0.35% | Add +8.1% | 40,442 | $4.8M |
| Natixis Advisors, LLC | 0.01% | Add +12.3% | 40,434 | $4.8M |
| LMG Wealth Partners, LLC | 1.04% | Add +2.0% | 40,312 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | Reduce -22.0% | 39,599 | $4.7M |
| Main Management LLC | 0.38% | No change | 39,353 | $4.6M |
| Pathstone Holdings, LLC | 0.02% | Add +10.8% | 38,454 | $4.6M |
| IHT Wealth Management, LLC | 0.15% | Add +44.3% | 38,415 | $4.5M |
| NORTHSTAR ASSET MANAGEMENT Co | 1.00% | Add +0.3% | 37,101 | $4.4M |
| BTG Pactual Asset Management US LLC | 0.54% | Reduce -6.8% | 44,085 | $4.2M |
| Crown Wealth Group, LLC | 1.71% | New | 35,557 | $4.2M |
| Matthew Goff Investment Advisor, LLC | 0.78% | Add +10.4% | 35,528 | $4.2M |
| World Equity Group, Inc. | 0.88% | New | 34,882 | $4.1M |
| Morningstar Investment Services LLC | 0.37% | Reduce -85.9% | 34,449 | $4.1M |
| Argentarii, LLC | 2.03% | — | 34,197 | $4.0M |
| New York Life Investment Management LLC | 0.04% | Add +18.9% | 33,928 | $4.0M |
| North Forty Two & Co. | 4.51% | — | 33,097 | $3.9M |
| Anchor Investment Management, LLC | 0.36% | Reduce -2.6% | 33,001 | $3.9M |
| MAI Capital Management | 0.03% | Add +268.8% | 32,189 | $3.8M |
| Park National Corp. | 0.14% | Reduce -4.5% | 31,831 | $3.8M |
| Royal Fund Management, LLC | 0.40% | Add +6.9% | 30,816 | $3.7M |
| Concurrent Investment Advisors, LLC | 0.10% | Reduce -5.1% | 30,905 | $3.6M |
| Assetmark, Inc. | 0.01% | Add +1193.2% | 30,790 | $3.6M |
| Gladstone Institutional Advisory LLC | 0.17% | Add +0.5% | 30,733 | $3.6M |
| Penobscot Wealth Management | 1.66% | Add +4.5% | 30,577 | $3.6M |
| Foundations Investment Advisors, LLC | 0.07% | Reduce -0.0% | 30,319 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Add +5.2% | 30,020 | $3.5M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -42.4% | 29,369 | $3.5M |
| Marmo Financial Group, LLC | 1.86% | Reduce -3.0% | 29,141 | $3.4M |
| Oppenheimer & Co. Inc. | 0.05% | Add +13.7% | 28,580 | $3.4M |
| Advisors Capital Management, LLC | 0.05% | Reduce -2.9% | 28,461 | $3.4M |
| Focus Financial Network, Inc. | 0.13% | Reduce -10.9% | 28,273 | $3.3M |
| Allworth Financial LP | 0.02% | Add +1638.3% | 26,805 | $3.3M |
| City State Bank | 1.16% | Reduce -2.3% | 27,814 | $3.3M |
| Northern Trust Corp. | 0.00% | Reduce -2.9% | 27,386 | $3.2M |
| Stapp Wealth Management, PLLC | 4.96% | Add +0.6% | 26,967 | $3.2M |
| First Financial Corp. | 1.46% | Add +2.8% | 26,622 | $3.1M |
| Bokf, NA | 0.05% | Reduce -1.5% | 27,080 | $3.1M |
| Retirement Capital Strategies | 1.18% | New | 26,359 | $3.1M |
| Jones Financial Companies LLLP | 0.00% | Add +29.1% | 25,236 | $3.0M |
| Joule Financial, LLC | 1.05% | Add +3.9% | 25,044 | $3.0M |
| Retireful, LLC | 1.64% | New | 24,707 | $2.9M |
| Waverly Advisors, LLC | 0.04% | Add +19.8% | 24,074 | $2.8M |
| Snowden Capital Advisors LLC | 0.09% | Add +0.4% | 23,842 | $2.8M |
| Trinity Legacy Partners, LLC | 0.72% | Reduce -4.1% | 23,743 | $2.8M |
| Equitable Holdings, Inc. | 0.03% | Add +24.2% | 23,547 | $2.8M |
| Bray Capital Advisors | 0.75% | Reduce -20.6% | 23,323 | $2.8M |
| Novare Capital Management LLC | 0.22% | Add +0.2% | 22,518 | $2.7M |
| Fifth Third Securities, Inc. | 0.23% | Add +161.0% | 22,436 | $2.6M |
| Praetorian Wealth Management, Inc. | 0.63% | Add +1.9% | 21,833 | $2.6M |
| Tocqueville Asset Management L.P. | 0.04% | No change | 21,701 | $2.6M |
| Altura Wealth Advisors Inc. | 1.87% | Reduce -13.8% | 21,459 | $2.5M |
| Gray Wealth Management Inc. | 0.94% | Add +4.1% | 21,057 | $2.5M |
| O'ROURKE & COMPANY, Inc | 1.20% | Add +4.0% | 20,701 | $2.4M |
| Cerity Partners LLC | 0.01% | Add +22.9% | 20,118 | $2.4M |
| BlackRock, Inc. | 0.00% | Add +298.7% | 19,981 | $2.4M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +21.5% | 19,890 | $2.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -11.1% | 19,808 | $2.3M |
| NorthCrest Asset Manangement, LLC | 0.07% | Reduce -0.2% | 19,603 | $2.3M |
| Essential Planning, LLC. | 0.01% | New | 19,500 | $2.3M |
| Avion Wealth | 0.59% | Reduce -2.6% | 19,506 | $2.3M |
| Citigroup Inc. | 0.00% | Add +1.3% | 19,249 | $2.3M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +755.2% | 19,046 | $2.2M |
| Essex Financial Services, Inc. | 0.16% | Add +1.2% | 18,919 | $2.2M |
| MontVue Capital Management, Inc. | 1.70% | No change | 18,919 | $2.2M |
| Harbour Investment Management LLC | 0.97% | No change | 18,783 | $2.2M |
| Ameritas Advisory Services, LLC | 0.08% | Add +1.9% | 18,535 | $2.2M |
| D.A. Davidson & Co. | 0.02% | Add +4.8% | 18,510 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +12.2% | 18,378 | $2.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +0.1% | 18,207 | $2.1M |
| Transcend Capital Advisors, LLC | 0.15% | Add +0.5% | 18,148 | $2.1M |
| Elevation Capital Advisory, LLC | 0.92% | Add +103.2% | 18,116 | $2.1M |
| Nomura Asset Management Co. Ltd. | 0.01% | New | 18,100 | $2.1M |
| Madison Asset Management, LLC | 0.02% | New | 18,066 | $2.1M |
| Madison Investment Advisors, LLC | 0.02% | — | 18,066 | $2.1M |
| Advisory Services Network, LLC | 0.04% | Add +4.5% | 17,960 | $2.1M |
| Independent Advisor Alliance | 0.03% | New | 17,438 | $2.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.79% | — | 17,425 | $2.1M |
| Raab & Moskowitz Asset Management LLC | 0.50% | Add +0.3% | 17,234 | $2.0M |
| Aspen Grove Capital, LLC | 0.43% | Reduce -10.5% | 17,182 | $2.0M |
| Eaton Financial Holdings Company, LLC | 0.78% | New | 17,159 | $2.0M |
| Transatlantique Private Wealth LLC | 0.73% | Add +9.8% | 16,321 | $1.9M |
| Apexium Financial, LP | 0.12% | Add +15.6% | 16,285 | $1.9M |
| Terra Nova Asset Management LLC | 1.46% | Add +0.5% | 16,262 | $1.9M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -0.9% | 15,783 | $1.9M |
| Hershey Financial Advisers, LLC | 1.64% | — | 15,757 | $1.9M |
| Moneta Group Investment Advisors LLC | 0.03% | Reduce -4.8% | 15,650 | $1.8M |
| Idaho Trust Co | 0.91% | Add +5.7% | 15,290 | $1.8M |
| Parallel Advisors, LLC | 0.04% | Reduce -0.0% | 15,105 | $1.8M |
| Laidlaw Wealth Management LLC | 0.78% | Reduce -0.4% | 15,101 | $1.8M |
| Fiduciary Trust Co | 0.02% | Reduce -0.9% | 14,810 | $1.7M |
| Krilogy Financial LLC | 0.12% | Add +8.6% | 14,603 | $1.7M |
| Kennicott Capital Management LLC | 0.88% | No change | 14,510 | $1.7M |
| Renaissance Technologies | 0.00% | No change | 14,100 | $1.7M |
| Evanson Asset Management, LLC | 0.11% | Add +1.1% | 13,547 | $1.6M |
| Disciplined Investors, L.L.C. | 1.54% | — | 13,760 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Add +12.1% | 13,354 | $1.6M |
| Bank of Marin | 1.24% | No change | 13,280 | $1.6M |
| Keebeck Wealth Management | 0.23% | No change | 13,261 | $1.6M |
| Liberty Wealth Management LLC | 0.26% | Add +2.6% | 13,164 | $1.6M |
| Ingalls & Snyder LLC | 0.06% | Reduce -1.9% | 12,616 | $1.5M |
| Magnus Financial Group LLC | 0.14% | Add +8.1% | 12,443 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.2% | 12,403 | $1.5M |
| Manchester Capital Management LLC | 0.17% | Add +0.0% | 12,385 | $1.5M |
| Western Wealth Management, LLC | 0.08% | Reduce -2.8% | 12,265 | $1.4M |
| Cornerstone Planning, LLC | 0.55% | — | 12,254 | $1.4M |
| One Charles Private Wealth Services, LLC | 0.49% | Reduce -0.4% | 12,234 | $1.4M |
| GoalVest Advisory LLC | 0.39% | New | 12,156 | $1.4M |
| Glenmede Trust Co. NA | 0.01% | Reduce -2.9% | 12,062 | $1.4M |
| Evolution Wealth Advisors, LLC | 0.24% | Add +0.5% | 12,046 | $1.4M |
| Cladis Investment Advisory, LLC | 1.01% | Reduce -9.3% | 12,014 | $1.4M |
| Brighton Jones LLC | 0.04% | Reduce -0.0% | 11,997 | $1.4M |
| Institute for Wealth Management, LLC. | 0.18% | Reduce -3.1% | 11,988 | $1.4M |
| Sharper & Granite LLC | 0.62% | Reduce -6.0% | 11,968 | $1.4M |
| Private Wealth Advisors, LLC | 0.61% | Reduce -0.2% | 11,925 | $1.4M |
| Neuberger Berman Group LLC | 0.00% | Add +5.3% | 11,858 | $1.4M |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +4.1% | 11,727 | $1.4M |
| Fischer Financial Services, Inc. | 0.44% | — | 11,715 | $1.4M |
| Choreo, LLC | 0.02% | Add +5.8% | 11,703 | $1.4M |
| RBA Wealth Management, LLC | 0.51% | Add +5.0% | 11,299 | $1.3M |
| Quantinno Capital Management LP | 0.01% | Add +15.3% | 11,132 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -12.6% | 11,039 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Add +51.6% | 11,027 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +14.6% | 10,874 | $1.3M |
| Wealthcare Capital Partners, LLC | 0.66% | — | 10,701 | $1.3M |
| Semmax Financial Advisors Inc. | 0.34% | New | 9,978 | $1.3M |
| Bank of Montreal | 0.00% | Add +36.6% | 10,636 | $1.3M |
| Tudor Investment Corporation | 0.01% | Reduce -78.0% | 10,629 | $1.3M |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -0.4% | 10,524 | $1.2M |
| Consolidated Portfolio Review Corp | 0.19% | Add +1.0% | 10,287 | $1.2M |
| CreativeOne Wealth, LLC | 0.04% | Add +0.9% | 10,016 | $1.2M |
| Wealth Alliance, LLC | 0.14% | Reduce -0.2% | 9,996 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -2.4% | 9,995 | $1.2M |
| Ipsen Advisor Group LLC | 1.01% | — | 9,966 | $1.2M |
| Mission Wealth Management, LP | 0.03% | Add +0.2% | 9,873 | $1.2M |
| Independent Financial Group, LLC | 0.04% | Add +2.3% | 9,672 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +6.8% | 9,651 | $1.1M |
| GWN Securities Inc. | 0.30% | — | 9,164 | $1.1M |
| BLB&B Advisors, LLC | 0.06% | Add +26.7% | 9,590 | $1.1M |
| Wealth Management Associates, Inc. | 0.48% | Reduce -0.6% | 9,519 | $1.1M |
| KDK Private Wealth Management, LLC | 1.16% | — | 9,447 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -9.1% | 9,315 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -9.1% | 9,315 | $1.1M |
| Hopwood Financial Services, Inc. | 0.83% | — | 9,311 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +24.2% | 9,248 | $1.1M |
| Principle Wealth Partners LLC | 0.08% | Reduce -1.5% | 9,243 | $1.1M |
| Bailard, Inc. | 0.03% | Reduce -0.7% | 9,243 | $1.1M |
| Bigelow Investment Advisors, LLC | 0.51% | Add +14.7% | 9,221 | $1.1M |
| Millennium Management | 0.00% | Reduce -10.3% | 9,037 | $1.1M |
| Bessemer Group Inc. | 0.00% | No change | 8,725 | $1.0M |
| Brookstone Capital Management | 0.01% | Add +30.7% | 8,669 | $1.0M |
| &partners | 0.01% | Add +24.5% | 8,600 | $1.0M |
| Gryphon Financial Partners LLC | 0.15% | No change | 8,555 | $1.0M |
| Optima Capital LLC | 0.68% | — | 8,408 | $993K |
| Baird Financial Group, Inc. | 0.00% | Add +2.7% | 8,263 | $976K |
| Valmark Advisers, Inc. | 0.02% | Add +10.5% | 8,230 | $972K |
| Houlihan Financial Resource Group, Ltd. | 0.40% | Add +0.0% | 8,035 | $949K |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +113.7% | 8,013 | $946K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 8,000 | $945K |
| Prospera Financial Services Inc | 0.02% | Add +23.1% | 7,984 | $943K |
| Community Bank, N.A. | 0.12% | Reduce -12.0% | 7,980 | $942K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -18.3% | 7,923 | $935K |
| Tiaa Trust, National Association | 0.00% | Reduce -10.3% | 7,892 | $932K |
| Claris Financial LLC | 0.61% | — | 7,845 | $926K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +2.3% | 7,842 | $926K |
| Debussy Capital Management LP | 0.14% | Add +17.3% | 7,152 | $898K |
| Checchi Capital Advisers, LLC | 0.07% | No change | 7,598 | $897K |
| EP Wealth Advisors, LLC | 0.01% | Add +14.5% | 7,524 | $888K |
| Ascent Group, LLC | 0.07% | Reduce -3.2% | 7,519 | $888K |
| Westside Investment Management, Inc. | 0.19% | No change | 7,492 | $885K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +2.0% | 7,471 | $882K |
| Elm Partners Management LLC | 0.06% | Reduce -2.2% | 7,373 | $871K |
| Clearstead Advisors, LLC | 0.01% | Add +1.4% | 7,297 | $862K |
| WP Advisors, LLC | 0.28% | Add +1.1% | 7,107 | $839K |
| Focus Partners Wealth | 0.00% | Reduce -25.6% | 7,078 | $836K |
| First PREMIER Bank | 0.21% | Reduce -0.0% | 7,021 | $829K |
| Harbour Investments, Inc. | 0.02% | Add +94.0% | 6,952 | $821K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 6,913 | $816K |
| Beacon Capital Management, LLC | 0.11% | Reduce -3.5% | 6,890 | $814K |
| Marble Harbor Investment Counsel, LLC | 0.09% | No change | 6,850 | $809K |
| Baker Ellis Asset Management LLC | 0.12% | No change | 6,810 | $804K |
| Saxon Interests, Inc. | 0.35% | New | 6,764 | $799K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -4.8% | 6,732 | $796K |
| Bluesphere Advisors LLC | 0.39% | Reduce -5.1% | 6,715 | $793K |
| Citizens Financial Group Inc. | 0.02% | Add +0.9% | 6,707 | $792K |
| Cascade Financial Partners, LLC | 0.10% | No change | 6,700 | $791K |
| Park Avenue Securities LLC | 0.01% | Reduce -50.0% | 6,686 | $789K |
| Trust Co. of Vermont | 0.04% | New | 6,636 | $784K |
| Premier Path Wealth Partners, LLC | 0.12% | Reduce -0.1% | 6,606 | $780K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -8.2% | 6,574 | $776K |
| Howard Wealth Management, LLC | 0.42% | Add +12.7% | 6,570 | $776K |
| Wealthspire Retirement, LLC | 0.06% | Reduce -6.2% | 6,557 | $774K |
| Birchcreek Wealth Management, LLC | 0.49% | Add +9.7% | 6,543 | $773K |
| Pinion Investment Advisors, LLC | 0.30% | New | 6,464 | $763K |
| Long Island Wealth Management, Inc. | 0.47% | Reduce -59.3% | 6,352 | $750K |
| Brandywine Oak Private Wealth LLC | 0.07% | No change | 6,335 | $748K |
| Hardy Reed LLC | 0.07% | No change | 6,315 | $746K |
| US Bancorp \de | 0.00% | Reduce -1.9% | 6,198 | $732K |
| Invictus Private Wealth, LLC | 0.06% | Reduce -0.1% | 6,157 | $727K |
| 17 Capital Partners, LLC | 0.46% | Add +9.3% | 6,156 | $727K |
| Blackston Financial Advisory Group, LLC | 0.36% | Add +25.6% | 6,085 | $719K |
| Safeguard Investment Advisory Group, LLC | 0.20% | Reduce -0.3% | 6,065 | $716K |
| Caprock Group, LLC | 0.02% | Add +25.2% | 6,043 | $713K |
| Morris Financial Concepts, Inc. | 0.30% | No change | 6,006 | $709K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +11.1% | 5,985 | $707K |
| Dagco, Inc. | 0.23% | Add +52.8% | 5,950 | $703K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +130.4% | 5,912 | $698K |
| Matisse Capital | 0.35% | Add +0.7% | 5,911 | $698K |
| Strategic Blueprint, LLC | 0.04% | Add +1.8% | 5,911 | $698K |
| Brown Advisory Inc. | 0.00% | Reduce -5.3% | 5,874 | $694K |
| Ifrah Financial Services, Inc. | 0.19% | Add +192.5% | 5,873 | $693K |
| Sigma Planning Corp | 0.02% | Add +98.5% | 5,863 | $692K |
| Nova Wealth Management, Inc. | 0.59% | — | 5,810 | $686K |
| Waldron Private Wealth LLC | 0.03% | Add +4.0% | 5,796 | $684K |
| Tyler-Stone Wealth Management | 0.12% | Add +0.9% | 5,780 | $682K |
| Avestar Capital, LLC | 0.06% | No change | 5,740 | $678K |
| Cibc World Market Inc. | 0.00% | Add +0.7% | 5,731 | $677K |
| Bogart Wealth, LLC | 0.03% | No change | 5,617 | $663K |
| Tudor Financial Inc. | 0.39% | New | 5,587 | $660K |
| JBR Co Financial Management Inc | 0.40% | Reduce -0.4% | 5,580 | $659K |
| McGuire Investment Group, LLC | 0.09% | Add +6.2% | 5,499 | $649K |
| Mystic Asset Management, Inc. | 0.17% | New | 5,483 | $647K |
| Bragg Financial Advisors, Inc | 0.03% | Add +39.1% | 5,413 | $639K |
| QRG Capital Management, Inc. | 0.01% | Add +6.5% | 5,363 | $633K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -5.3% | 5,363 | $633K |
| Wealthstar Advisors, LLC | 0.27% | — | 5,335 | $630K |
| Williams & Novak, LLC | 0.59% | Reduce -14.7% | 5,215 | $616K |
| Carl P. Sherr & Co., LLC | 0.32% | No change | 5,189 | $613K |
| Woodward Diversified Capital, LLC | 0.45% | Reduce -53.1% | 5,178 | $611K |
| Stephens Inc. | 0.01% | Add +0.1% | 5,152 | $608K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -0.4% | 5,103 | $602K |
| Evergreen Capital Management LLC | 0.02% | Reduce -1.5% | 5,086 | $600K |
| Mainsail Asset Management, LLC | 0.42% | No change | 5,038 | $595K |
| Evoke Wealth, LLC | 0.02% | No change | 5,013 | $592K |
| Centaurus Financial, Inc. | 0.04% | Reduce -17.4% | 4,997 | $590K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -17.3% | 4,990 | $589K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -3.8% | 4,941 | $583K |
| Compass Financial Group, INC | 0.11% | Add +0.5% | 4,887 | $577K |
| Lewis Asset Management, LLC | 0.44% | Add +2.2% | 4,871 | $575K |
| White Lighthouse Investment Management Inc. | 0.10% | Add +16.8% | 4,813 | $568K |
| Venture Visionary Partners LLC | 0.02% | Add +0.0% | 4,798 | $567K |
| ZynergyRetirementPlanningLLC | 0.40% | No change | 5,143 | $565K |
| SBI Securities Co., Ltd. | 0.02% | — | 4,771 | $563K |
| Agf Management Ltd. | 0.00% | No change | 4,740 | $560K |
| SignalPoint Asset Management, LLC | 0.14% | Reduce -14.4% | 4,730 | $558K |
| United Capital Financial Advisors, LLC | 0.00% | Add +4.9% | 4,725 | $558K |
| AQR Capital Management | 0.00% | New | 4,695 | $554K |
| Founders Financial Alliance, LLC | 0.15% | Add +0.9% | 4,674 | $552K |
| HB Wealth Management, LLC | 0.01% | Reduce -8.5% | 4,655 | $550K |
| Mosaic Financial Group, LLC | 0.39% | Add +0.2% | 4,607 | $544K |
| Empower Advisory Group, LLC | 0.00% | Add +20.3% | 4,607 | $544K |
| Arrowroot Family Office, LLC | 0.28% | Reduce -1.4% | 4,594 | $542K |
| Hanover Advisors Inc. | 0.22% | Add +31.1% | 4,530 | $535K |
| Petredis Investment Advisors LLC | 0.06% | No change | 4,513 | $533K |
| Commerce Bank | 0.00% | No change | 4,509 | $532K |
| IFG Advisory, LLC | 0.03% | New | 4,507 | $532K |
| Winch Advisory Services, LLC | 0.14% | Add +1.1% | 4,467 | $527K |
| N.E.W. Advisory Services LLC | 0.05% | Add +0.8% | 4,464 | $527K |
| Waters Parkerson & Co., LLC | 0.03% | Reduce -5.3% | 4,450 | $525K |
| Freestone Capital Holdings, LLC | 0.02% | Add +6.7% | 4,438 | $524K |
| Family Capital Management, Inc. | 0.31% | No change | 4,410 | $521K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -1.1% | 4,400 | $520K |
| Mainstream Capital Management LLC | 0.36% | Reduce -1.0% | 4,399 | $519K |
| Novak & Powell Financial Services, Inc. | 0.31% | Reduce -70.9% | 4,347 | $513K |
| CWA Asset Management Group, LLC | 0.03% | Add +1.8% | 4,328 | $511K |
| Hirtle & Co., LLC | 0.02% | No change | 4,327 | $511K |
| Hilltop Holdings Inc. | 0.03% | Add +13.4% | 4,321 | $510K |
| Panoramic Investment Advisors, LLC | 0.33% | Add +11.0% | 4,321 | $510K |
| Simmons Bank | 0.04% | Reduce -1.1% | 4,317 | $510K |
| Citadel Advisors | 0.00% | Reduce -93.6% | 4,314 | $509K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -2.0% | 4,226 | $499K |
| Jane Street Group, LLC | 0.00% | Reduce -79.9% | 4,155 | $491K |
| Keybank National Association | 0.00% | Add +35.5% | 4,121 | $487K |
| Salomon & Ludwin, LLC | 0.05% | Reduce -2.6% | 4,108 | $485K |
| Cahill Financial Advisors Inc. | 0.07% | New | 4,083 | $482K |
| PFG Advisors | 0.03% | Add +4.7% | 4,069 | $480K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.4% | 4,057 | $479K |
| Graypoint LLC | 0.03% | No change | 4,055 | $479K |
| Redwood Financial Network Corp | 0.36% | Reduce -27.9% | 4,054 | $479K |
| Kovack Advisors, Inc. | 0.05% | Add +15.3% | 4,047 | $478K |
| Pension & Wealth Management Advisors, Inc. | 0.19% | Add +100000.0% | 4,004 | $473K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -11.5% | 4,001 | $472K |
| Pure Financial Advisors, LLC | 0.01% | Add +5.5% | 3,986 | $471K |
| Berger Financial Group, Inc | 0.03% | Reduce -0.1% | 3,978 | $470K |
| Hoxton Planning & Management, LLC | 0.18% | No change | 3,962 | $468K |
| Avantax Planning Partners, Inc. | 0.02% | Add +0.1% | 3,940 | $465K |
| Vanguard Group Inc. | 0.00% | Add +0.0% | 3,939 | $465K |
| Rothschild Wealth LLC | 0.13% | Reduce -4.0% | 3,890 | $459K |
| Allied Investment Advisors, LLC | 0.09% | Reduce -4.8% | 3,830 | $452K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.6% | 3,811 | $451K |
| Montag A & Associates Inc. | 0.02% | Add +23.8% | 3,820 | $451K |
| Aegis Wealth Management LLC | 0.30% | — | 3,800 | $449K |
| Focused Wealth Management, Inc | 0.06% | Reduce -0.1% | 3,778 | $446K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 3,661 | $432K |
| Compass Ion Advisors, LLC | 0.05% | No change | 3,644 | $430K |
| tru Independence LLC | 0.14% | Add +1.0% | 3,642 | $430K |
| Americana Partners, LLC | 0.02% | Add +4.1% | 3,637 | $429K |
| Williams Jones Wealth Management, LLC. | 0.01% | New | 3,621 | $428K |
| Cary Street Partners Financial LLC | 0.01% | — | 3,613 | $427K |
| Spreng Capital Management, Inc. | 0.19% | Add +2.2% | 3,612 | $426K |
| Daymark Wealth Partners, LLC | 0.02% | Add +5.5% | 3,519 | $415K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -17.1% | 3,500 | $413K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Reduce -1.6% | 3,493 | $412K |
| GeoWealth Management, LLC | 0.01% | No change | 3,449 | $407K |
| Wedmont Private Capital | 0.02% | Reduce -14.4% | 3,479 | $402K |
| Alteri Wealth LLC | 0.11% | — | 3,386 | $400K |
| Chapin Davis, Inc. | 0.13% | No change | 3,633 | $399K |
| Octavia Wealth Advisors, LLC | 0.05% | No change | 3,365 | $397K |
| Delta Financial Group, Inc. | 0.09% | Add +0.9% | 3,366 | $397K |
| Vista Investment Management | 0.15% | Reduce -2.2% | 3,360 | $397K |
| Modern Wealth Management, LLC | 0.01% | Add +7.3% | 3,338 | $394K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -2.8% | 3,326 | $393K |
| Maltin Wealth Management, Inc. | 0.19% | Add +1.1% | 3,311 | $391K |
| Mayflower Financial Advisors, LLC | 0.06% | No change | 3,300 | $390K |
| Stillwater Wealth Management Group | 0.35% | — | 3,299 | $390K |
| NRI Wealth Management LC | 0.27% | — | 3,258 | $385K |
| Quantitative Investment Management, LLC | 0.03% | New | 3,246 | $383K |
| Elite Financial, Inc. | 0.21% | — | 3,226 | $381K |
| Westfuller Advisors, LLC | 0.24% | Add +0.9% | 3,203 | $378K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -16.3% | 3,188 | $376K |
| Black Diamond Financial, LLC | 0.06% | No change | 3,150 | $372K |
| Rehmann Capital Advisory Group | 0.02% | Add +61.0% | 3,145 | $371K |
| Creekside Partners | 0.19% | No change | 3,138 | $371K |
| Obsidian Cio, LLC | 0.07% | Add +9.9% | 3,132 | $370K |
| Benjamin Edwards Inc. | 0.01% | New | 3,102 | $366K |
| Fairfield, Bush & Co. | 0.21% | No change | 3,092 | $365K |
| Collaborative Wealth Managment Inc. | 0.17% | Reduce -7.8% | 3,092 | $365K |
| Silver Oak Securities, Incorporated | 0.03% | Add +6.4% | 3,070 | $362K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -3.3% | 3,051 | $360K |
| World Investment Advisors | 0.01% | Add +47.4% | 3,048 | $360K |
| Bouchey Financial Group, Ltd. | 0.03% | Reduce -16.7% | 3,036 | $358K |
| Capital Square, LLC | 0.20% | Add +9.5% | 2,872 | $357K |
| Certified Advisory Corp | 0.04% | Add +0.1% | 3,027 | $357K |
| Cwm, LLC | 0.00% | Add +123.6% | 3,023 | $357K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.3% | 3,000 | $355K |
| Vickerman Investment Advisors, Inc. | 0.10% | No change | 2,996 | $354K |
| Amplius Wealth Advisors, LLC | 0.04% | Reduce -4.8% | 2,943 | $347K |
| Mill Creek Capital Advisors, LLC | 0.01% | New | 2,901 | $343K |
| TD Private Client Wealth LLC | 0.01% | Add +2.5% | 2,882 | $340K |
| First Heartland Consultants, Inc. | 0.03% | Add +45.0% | 2,866 | $338K |
| Oak Hill Wealth Advisors, LLC | 0.08% | — | 2,852 | $337K |
| Integral Investment Advisors, Inc. | 0.11% | No change | 2,835 | $335K |
| Marshall Financial Group, LLC | 0.08% | Reduce -1.7% | 2,818 | $333K |
| Mustard Seed Financial, LLC | 0.27% | No change | 2,800 | $331K |
| International Assets Investment Management, LLC | 0.03% | New | 2,798 | $330K |
| Interchange Capital Partners, LLC | 0.12% | Reduce -9.4% | 2,788 | $329K |
| Wedbush Securities Inc. | 0.01% | Add +8.8% | 2,781 | $328K |
| DAVENPORT & Co LLC | 0.00% | Add +0.1% | 2,774 | $328K |
| National Bank of Canada | 0.00% | Reduce -0.1% | 2,763 | $326K |
| Solidarity Wealth, LLC | 0.08% | No change | 2,761 | $326K |
| Dakota Wealth Management | 0.01% | Reduce -12.7% | 2,754 | $325K |
| Retirement Planning Co of New England, Inc. | 0.16% | Reduce -0.4% | 2,735 | $323K |
| NewEdge Wealth, LLC | 0.01% | Reduce -70.3% | 2,732 | $323K |
| Aire Advisors, LLC | 0.07% | Add +0.5% | 2,725 | $322K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -14.2% | 2,707 | $320K |
| Breakwater Capital Group | 0.06% | Add +0.9% | 2,700 | $319K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -11.5% | 2,648 | $313K |
| Fairvoy Private Wealth, LLC | 0.08% | — | 2,606 | $308K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 2,567 | $303K |
| Retirement Planning Group, LLC | 0.02% | Add +3.6% | 2,561 | $302K |
| MAS Advisors LLC | 0.50% | Reduce -49.7% | 2,549 | $301K |
| FineMark National Bank & Trust | 0.01% | Reduce -2.1% | 2,464 | $291K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +8.5% | 2,455 | $290K |
| Courier Capital LLC | 0.02% | Reduce -1.0% | 2,414 | $285K |
| Joseph P. Lucia & Associates, LLC | 0.13% | No change | 2,406 | $284K |
| Avior Wealth Management, LLC | 0.01% | Add +24.1% | 2,396 | $283K |
| BOS Asset Management, LLC | 0.10% | Add +0.2% | 2,388 | $282K |
| Acropolis Investment Management, LLC | 0.02% | Add +0.5% | 2,383 | $281K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 2,380 | $281K |
| James J. Burns & Company, LLC | 0.05% | No change | 2,349 | $277K |
| PDS Planning, Inc | 0.02% | Reduce -4.5% | 2,340 | $276K |
| Spire Wealth Management | 0.01% | Add +26.2% | 2,320 | $274K |
| Apollon Financial, LLC | 0.07% | Add +10.5% | 2,312 | $273K |
| Tanglewood Legacy Advisors, LLC | 0.12% | New | 2,308 | $273K |
| Global Retirement Partners, LLC | 0.01% | Add +20.0% | 2,277 | $269K |
| WMS Partners, LLC | 0.01% | Reduce -0.7% | 2,257 | $266K |
| Chris Bulman Inc | 0.17% | No change | 2,254 | $266K |
| Capital Management Corp. | 0.05% | No change | 2,235 | $264K |
| HBK Sorce Advisory LLC | 0.01% | Add +3.5% | 2,211 | $261K |
| Private Client Services, LLC | 0.14% | Add +2.5% | 2,194 | $259K |
| Coordinated Financial Services, Inc. | 0.20% | — | 2,169 | $256K |
| IFP Advisors, Inc | 0.01% | Add +11.6% | 2,165 | $256K |
| Belpointe Asset Management LLC | 0.02% | Add +0.1% | 2,300 | $255K |
| Fisher Asset Management | 0.00% | Reduce -4.6% | 2,137 | $252K |
| Hollencrest Capital Management | 0.01% | Add +0.8% | 2,136 | $252K |
| Spirepoint Private Client, LLC | 0.03% | New | 2,127 | $251K |
| Channel Wealth LLC | 0.08% | Reduce -2.7% | 2,121 | $250K |
| Financial Counselors Inc. | 0.00% | New | 2,118 | $250K |
| Zhang Financial LLC | 0.01% | No change | 2,114 | $250K |
| Sheets Smith Wealth Management | 0.03% | New | 2,110 | $249K |
| Private Advisory Group LLC | 0.03% | No change | 2,105 | $249K |
| Medallion Wealth Advisors, LLC | 0.12% | — | 2,073 | $248K |
| Brown Brothers Harriman & Co. | 0.00% | Add +616.2% | 2,077 | $245K |
| Mascagni Wealth Management, Inc. | 0.24% | — | 2,047 | $245K |
| Kathmere Capital Management, LLC | 0.02% | New | 2,060 | $243K |
| Valley Financial Group, Inc. | 0.17% | Reduce -0.1% | 2,049 | $242K |
| Wilson & Boucher Capital Management, LLC | 0.17% | No change | 2,025 | $239K |
| Savant Capital, LLC | 0.00% | Reduce -3.9% | 2,025 | $239K |
| Summit Asset Management, LLC | 0.04% | Add +0.6% | 2,024 | $239K |
| Legacy Advisors, LLC | 0.02% | No change | 2,005 | $237K |
| Moors & Cabot, Inc. | 0.01% | Reduce -4.8% | 2,004 | $237K |
| Optimist Retirement Group LLC | 0.11% | Add +0.5% | 1,997 | $236K |
| Keel Point, LLC | 0.02% | Reduce -0.3% | 1,993 | $235K |
| Ellevest, Inc. | 0.01% | No change | 1,968 | $232K |
| Florida Financial Advisors, LLC | 0.10% | New | 1,956 | $231K |
| Spectrum Financial Alliance Ltd LLC | 0.08% | No change | 1,949 | $230K |
| Boltwood Capital Management | 0.07% | Reduce -0.3% | 1,936 | $229K |
| Private Capital Management LLC | 0.04% | Reduce -4.9% | 1,909 | $225K |
| First Trust Advisors LP | 0.00% | New | 1,907 | $225K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | Add +0.3% | 1,902 | $225K |
| Bridge Creek Capital Management LLC | 0.07% | New | 1,889 | $223K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -16.4% | 1,884 | $222K |
| Foresight Capital Management Advisors, Inc. | 0.13% | No change | 1,882 | $222K |
| Axxcess Wealth Management, LLC | 0.01% | New | 1,876 | $221K |
| NWF Advisory Services Inc. | 0.03% | No change | 1,872 | $221K |
| Triumph Capital Management | 0.08% | No change | 1,868 | $221K |
| Welch Group, LLC | 0.01% | Add +0.4% | 1,865 | $220K |
| Swmg, LLC | 0.09% | Reduce -0.9% | 1,754 | $217K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -11.7% | 1,833 | $216K |
| Compass Advisory Group LLC | 0.08% | New | 1,824 | $215K |
| RFG - Bristol Wealth Advisors, LLC | 0.07% | — | 1,819 | $215K |
| Websterrogers Financial Advisors, LLC | 0.07% | New | 1,818 | $215K |
| Betterment LLC | 0.00% | New | 1,809 | $214K |
| one8zero8, LLC | 0.05% | — | 1,809 | $214K |
| Cadence Bank | 0.01% | New | 1,808 | $213K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | No change | 1,801 | $213K |
| Global Trust Asset Management, LLC | 0.08% | New | 1,800 | $213K |
| Parr McKnight Wealth Management Group, LLC | 0.03% | — | 1,793 | $212K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -3.6% | 1,777 | $210K |
| Kingsview Wealth Management, LLC | 0.00% | New | 1,773 | $209K |
| Carnegie Investment Counsel | 0.01% | New | 1,771 | $209K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,764 | $208K |
| Davis R M Inc. | 0.00% | New | 1,752 | $207K |
| Mgo One Seven LLC | 0.01% | New | 1,749 | $207K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Reduce -65.8% | 1,725 | $204K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 1,716 | $203K |
| RFG Advisory, LLC | 0.01% | New | 1,705 | $201K |
| Tme Financial, Inc. | 0.19% | — | 1,831 | $201K |
| Advantage Trust Co | 0.12% | Add +26.3% | 1,689 | $199K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,584 | $187K |
| Eastern Bank | 0.00% | New | 1,563 | $185K |
| Raffa Wealth Management, LLC | 0.04% | No change | 1,555 | $184K |
| Jackson Hole Capital Partners, LLC | 0.04% | No change | 1,530 | $181K |
| Global Financial Private Client, LLC | 0.07% | No change | 1,500 | $177K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,491 | $176K |
| Mather Group, Llc. | 0.00% | Reduce -25.1% | 1,488 | $176K |
| Private Trust Co. NA | 0.02% | Reduce -0.6% | 1,450 | $171K |
| Whittier Trust Co. | 0.00% | No change | 1,380 | $163K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -6.9% | 1,351 | $160K |
| Coppell Advisory Solutions LLC | 0.02% | Add +4.4% | 1,340 | $158K |
| Vermillion Wealth Management, Inc. | 0.08% | — | 1,305 | $154K |
| Empowered Funds, LLC | 0.00% | New | 1,303 | $154K |
| Progressive Investment Management Corp | 0.04% | No change | 1,300 | $153K |
| Independence Bank of Kentucky | 0.02% | Reduce -15.4% | 1,300 | $153K |
| Mitchell Sinkler & Starr | 0.04% | No change | 1,296 | $153K |
| Cape Investment Advisory, Inc. | 0.06% | Reduce -6.2% | 1,275 | $151K |
| CoreCap Advisors, LLC | 0.01% | Add +67.3% | 1,275 | $151K |
| Park Square Financial Group, LLC | 0.10% | — | 1,223 | $144K |
| Viewpoint Capital Management LLC | 0.08% | No change | 1,217 | $144K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 1,210 | $143K |
| Tortoise Investment Management, LLC | 0.01% | Add +26.5% | 1,146 | $135K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,148 | $135K |
| MPWM Advisory Solutions, LLC | 0.10% | — | 1,140 | $135K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,140 | $135K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 1,103 | $130K |
| Colonial Trust Co / SC | 0.02% | Add +6.0% | 1,060 | $125K |
| SouthState Bank Corp | 0.01% | No change | 1,000 | $118K |
| Sachetta, LLC | 0.05% | New | 983 | $116K |
| Sound Income Strategies, LLC | 0.01% | Add +2.3% | 956 | $113K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 930 | $110K |
| Continuum Advisory, LLC | 0.01% | No change | 902 | $106K |
| SYM FINANCIAL Corp | 0.01% | Add +27.9% | 899 | $106K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +1.0% | 882 | $104K |
| Minot DeBlois Advisors LLC | 0.09% | — | 880 | $104K |
| Fourth Dimension Wealth, LLC | 0.05% | — | 851 | $101K |
| Aptus Capital Advisors, LLC | 0.00% | Add +6.9% | 850 | $100K |
| VSM Wealth Advisory, LLC | 0.03% | — | 829 | $98K |
| Gables Capital Management Inc. | 0.05% | No change | 828 | $98K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.04% | No change | 825 | $97K |
| Sandy Spring Bank | 0.00% | Reduce -2.4% | 820 | $97K |
| Pacific Center for Financial Services | 0.02% | No change | 758 | $89K |
| Lindbrook Capital, LLC | 0.01% | No change | 721 | $85K |
| McClarren Financial Advisors, Inc. | 0.24% | Add +1.1% | 717 | $84K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 711 | $84K |
| Davis Capital Management | 0.07% | Reduce -2.5% | 697 | $82K |
| Geneos Wealth Management Inc. | 0.00% | Add +7.3% | 693 | $82K |
| Horizon Bancorp Inc. | 0.04% | Add +26.4% | 676 | $80K |
| Bernard Wealth Management Corp. | 0.04% | — | 677 | $80K |
| Creative Financial Designs Inc. | 0.01% | Add +3.5% | 657 | $78K |
| Rialto Wealth Management, LLC | 0.02% | — | 619 | $73K |
| TruNorth Capital Management, LLC | 0.02% | No change | 619 | $73K |
| Lazard Asset Management LLC | 0.00% | No change | 598 | $71K |
| AllSquare Wealth Management LLC | 0.04% | No change | 593 | $70K |
| Pflug Koory, LLC | 0.00% | No change | 585 | $69K |
| Tsfg, LLC | 0.01% | New | 577 | $68K |
| FWL Investment Management, LLC | 0.02% | Add +239.6% | 574 | $68K |
| Ameriflex Group, Inc. | 0.03% | — | 536 | $67K |
| Main Street Group, LTD | 0.03% | Add +0.4% | 562 | $66K |
| CVA Family Office, LLC | 0.01% | No change | 560 | $66K |
| Peterson Wealth Services | 0.02% | Add +1.1% | 552 | $65K |
| St Germain D J Co. Inc. | 0.00% | No change | 540 | $64K |
| Murphy & Mullick Capital Management Corp | 0.06% | — | 530 | $63K |
| Hanson & Doremus Investment Management | 0.01% | No change | 526 | $62K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 525 | $62K |
| Millstone Evans Group, LLC | 0.04% | — | 498 | $59K |
| GAMMA Investing LLC | 0.01% | No change | 495 | $58K |
| Ashton Thomas Securities, LLC | 0.02% | No change | 491 | $58K |
| Operose Advisors LLC | 0.02% | No change | 490 | $58K |
| Crews Bank & Trust | 0.01% | — | 475 | $56K |
| Paladin Advisory Group, LLC | 0.04% | No change | 444 | $52K |
| Bfsg, LLC | 0.01% | No change | 427 | $50K |
| Lee Danner & Bass Inc. | 0.00% | New | 424 | $50K |
| Bell Investment Advisors, Inc | 0.01% | Add +1.0% | 403 | $48K |
| Key Financial Inc | 0.01% | No change | 391 | $46K |
| Duncker Streett & Co. Inc. | 0.01% | New | 390 | $46K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +5.4% | 372 | $44K |
| Russell Investments Group, Ltd. | 0.00% | Add +65.6% | 366 | $43K |
| Robinswood Financial LLC | 0.02% | No change | 350 | $41K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 345 | $41K |
| Deutsche Bank AG | 0.00% | No change | 345 | $41K |
| MCF Advisors LLC | 0.00% | No change | 341 | $40K |
| Ancora Advisors LLC | 0.00% | Reduce -8.4% | 329 | $39K |
| AdvisorNet Financial, Inc | 0.00% | No change | 305 | $36K |
| Kestra Investment Management, LLC | 0.00% | New | 299 | $35K |
| Caitlin John, LLC | 0.02% | No change | 293 | $35K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 292 | $34K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 288 | $34K |
| CENTRAL TRUST Co | 0.00% | No change | 287 | $34K |
| Rothschild Investment LLC | 0.00% | No change | 286 | $34K |
| Sunbelt Securities, Inc. | 0.00% | Add +27.8% | 285 | $34K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 266 | $31K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 251 | $30K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 250 | $30K |
| PSI Advisors, LLC | 0.01% | No change | 238 | $28K |
| Abound Wealth Management | 0.01% | Add +379.6% | 235 | $28K |
| Pittenger & Anderson Inc. | 0.00% | No change | 233 | $28K |
| Comprehensive Financial Planning, Inc. | 0.02% | — | 218 | $26K |
| SIMA Wealth Partners, LLC | 0.02% | Reduce -34.2% | 212 | $25K |
| Human Investing LLC | 0.00% | New | 202 | $24K |
| City Holding Co. | 0.00% | No change | 200 | $24K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 200 | $24K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 195 | $23K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.9% | 192 | $23K |
| Signature Resources Capital Management, LLC | 0.02% | Add +39.7% | 190 | $22K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 200 | $22K |
| Guardian Wealth Management, Inc. | 0.01% | No change | 186 | $22K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -83.3% | 180 | $21K |
| DecisionPoint Financial, LLC | 0.01% | No change | 169 | $20K |
| Glen Eagle Advisors, LLC | 0.00% | Add +42.7% | 167 | $20K |
| Toth Financial Advisory Corp. | 0.00% | No change | 162 | $19K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +1.3% | 157 | $18K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 154 | $18K |
| Cardiff Park Advisors, LLC | 0.00% | Add +64.0% | 141 | $17K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 137 | $16K |
| Center for Financial Planning, Inc. | 0.00% | No change | 136 | $16K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 133 | $16K |
| Smartleaf Asset Management LLC | 0.00% | No change | 121 | $14K |
| First Pacific Financial | 0.00% | No change | 120 | $14K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -42.3% | 120 | $14K |
| NFSG Corp | 0.00% | No change | 115 | $14K |
| Signaturefd, LLC | 0.00% | New | 112 | $13K |
| Tucker Asset Management LLC | 0.00% | Add +146.7% | 111 | $13K |
| North Star Investment Management Corp. | 0.00% | Add +2.0% | 104 | $12K |
| EPG Wealth Management LLC | 0.00% | No change | 103 | $12K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 102 | $12K |
| Transce3nd, LLC | 0.00% | — | 102 | $12K |
| New Millennium Group LLC | 0.01% | No change | 100 | $12K |
| Optimum Investment Advisors | 0.01% | No change | 100 | $12K |
| Larson Financial Group LLC | 0.00% | No change | 100 | $12K |
| Salem Investment Counselors Inc. | 0.00% | No change | 100 | $12K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 99 | $12K |
| Tidemark, LLC | 0.00% | New | 97 | $11K |
| Strengthening Families & Communities, LLC | 0.01% | Add +1.1% | 90 | $11K |
| Coston, McIsaac & Partners | 0.00% | No change | 93 | $11K |
| Boyd Watterson Asset Management LLC | 0.00% | Reduce -1.1% | 87 | $10K |
| Golden State Wealth Management, LLC | 0.00% | — | 85 | $10K |
| Capital Analysts, LLC | 0.00% | Reduce -21.7% | 83 | $10K |
| Bellevue Asset Management, LLC | 0.00% | No change | 75 | $9K |
| Ridgewood Investments LLC | 0.00% | No change | 75 | $9K |
| Logan Capital Management Inc. | 0.00% | Add +1.4% | 74 | $9K |
| Pathway Financial Advisers, LLC | 0.00% | No change | 67 | $8K |
| SJS Investment Consulting Inc. | 0.00% | No change | 60 | $7K |
| Rakuten Securities, Inc. | 0.00% | No change | 60 | $7K |
| Dunhill Financial, LLC | 0.00% | Add +0.0% | 58 | $7K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 53 | $6K |
| Princeton Global Asset Management LLC | 0.00% | No change | 50 | $6K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 49 | $6K |
| Morse Asset Management, Inc | 0.00% | No change | 49 | $6K |
| Concord Wealth Partners | 0.00% | New | 48 | $6K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 44 | $5K |
| Blue Trust, Inc. | 0.00% | No change | 42 | $5K |
| West Branch Capital LLC | 0.00% | Reduce -8.9% | 41 | $5K |
| Lummis Asset Management, LP | 0.00% | New | 31 | $4K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 30 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 30 | $3K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | — | 25 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | New | 21 | $2K |
| Resources Management Corp. /CT/ | 0.00% | No change | 15 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 13 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 9 | $1K |
| BNP Paribas Financial Markets | 0.00% | New | 4 | $472 |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 3 | $354 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $237 |
"% of holder's portfolio" is VFH's weight in each manager's 13F, not the share of Vanguard Financials ETF the manager owns.