Vanguard Financials ETFVFHETF
13F holders, Q1 2025 (March 31)703holders −3
53new positions
48sold out
5famous investors
$119.48avg. 13F price*
At the end of Q1 2025, 703 institutions reported holding Vanguard Financials ETF (VFH) in their 13F filings, down 3 from Q4 2024. 53 opened new positions and 48 sold out. The largest holders were Bank of America Corp. ($2.7B), Morgan Stanley ($433.1M) and UBS Group AG ($227.8M). 5 famous investors held it, including George Soros (0.5% of Soros Fund Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard Financials ETF
- CUSIP
- 92204A405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $72.4M |
| Exits | 48 | $44.1M |
All 13F filers, Q4 2024 → Q1 2025: 3,041,629 shares bought and 2,737,396 shares sold, net +304,233 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 703 holders
| Bank of America Corp. | 0.24% | Reduce -0.1% | 22,992,787 | $2.7B |
| Morgan Stanley | 0.03% | Add +13.4% | 3,625,529 | $433.1M |
| UBS Group AG | 0.05% | Reduce -0.7% | 1,906,612 | $227.8M |
| Wells Fargo & Company | 0.05% | Add +5.0% | 1,661,360 | $198.5M |
| PGIM Custom Harvest LLC | 3.47% | Add +2.7% | 1,215,977 | $145.3M |
| Raymond James Financial Inc. | 0.05% | Reduce -2.5% | 1,077,650 | $128.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +1.2% | 1,038,465 | $124.1M |
| FMR LLC | 0.01% | Reduce -2.6% | 1,036,027 | $123.8M |
| Ameriprise Financial Inc. | 0.03% | Add +24.7% | 863,486 | $103.2M |
| LPL Financial LLC | 0.04% | Add +3.6% | 785,932 | $93.9M |
| JPMorgan Chase & Co. | 0.00% | Add +23.1% | 539,110 | $64.4M |
| Royal Bank of Canada | 0.01% | Reduce -1.9% | 516,452 | $61.7M |
| Stifel Financial Corp. | 0.06% | Add +5.3% | 473,173 | $56.5M |
| Cetera Investment Advisers | 0.11% | Add +13.8% | 468,599 | $56.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +47.3% | 418,997 | $50.1M |
| M&T Bank Corp | 0.15% | Reduce -2.3% | 353,901 | $42.3M |
| Beacon Capital Management, Inc. | 2.10% | Reduce -76.2% | 340,791 | $42.3M |
| KCM Investment Advisors LLC | 1.50% | Add +1.7% | 348,157 | $41.6M |
| BNP Paribas Financial Markets | 0.03% | Add +7562075.0% | 302,487 | $36.1M |
| Osaic Holdings, Inc. | 0.07% | Add +26.8% | 269,089 | $32.2M |
| PNC Financial Services Group, Inc. | 0.01% | Add +0.6% | 239,267 | $28.6M |
| Allianz SE | 0.73% | Add +25.6% | 230,365 | $27.5M |
| Synovus Financial Corp. | 0.34% | Add +0.1% | 217,197 | $25.9M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -2.4% | 215,055 | $25.7M |
| Tiff Advisory Services, LLC | 6.07% | No change | 213,451 | $25.5M |
| TD Waterhouse Canada Inc. | 0.19% | Reduce -1.1% | 198,000 | $23.6M |
| Barings LLC | 0.54% | New | 177,546 | $21.2M |
| Soros Fund Management | 0.53% | No change | 174,588 | $20.9M |
| Lido Advisors, LLC | 0.12% | Add +14.4% | 173,524 | $20.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +4.8% | 173,181 | $20.7M |
| Theory Financial LLC | 8.67% | Add +24.9% | 172,028 | $20.6M |
| MML Investors Services, LLC | 0.07% | Add +9.5% | 168,475 | $20.1M |
| Estate Counselors, LLC | 2.02% | Add +0.2% | 162,940 | $19.5M |
| Hamilton Wealth, LLC | 4.44% | Reduce -6.6% | 154,217 | $18.4M |
| Captrust Financial Advisors | 0.05% | Reduce -2.1% | 152,149 | $18.2M |
| Cedar Mountain Advisors, LLC | 3.91% | Reduce -0.3% | 146,211 | $17.5M |
| Full Sail Capital, LLC | 1.12% | Reduce -1.4% | 145,074 | $17.3M |
| Avantax Advisory Services, Inc. | 0.10% | Reduce -2.1% | 144,728 | $17.3M |
| Edmond DE Rothschild Holding S.A. | 0.29% | Add +7.2% | 139,712 | $16.7M |
| Trust Co. of Oklahoma | 5.69% | Reduce -2.0% | 137,944 | $16.5M |
| CMH Wealth Management LLC | 4.05% | Reduce -1.8% | 135,356 | $16.2M |
| Janney Montgomery Scott LLC | 0.05% | Add +9.0% | 134,514 | $16.1M |
| Truist Financial Corp. | 0.03% | Add +13.5% | 133,885 | $16.0M |
| Ayalon Insurance Comp Ltd. | 4.94% | Add +58.8% | 128,081 | $15.3M |
| Corient Private Wealth LP | 0.02% | Reduce -7.3% | 124,524 | $14.9M |
| GWN Securities Inc. | 0.83% | Add +1201.1% | 119,230 | $14.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.8% | 121,091 | $14.5M |
| WBH Advisory Inc. | 1.29% | Reduce -1.0% | 115,965 | $13.9M |
| Searcy Financial Services Inc. | 5.68% | New | 109,871 | $13.1M |
| Sanctuary Advisors, LLC | 0.09% | Add +0.9% | 109,216 | $13.0M |
| MassMutual Private Wealth & Trust, FSB | 0.38% | Add +3.8% | 108,920 | $13.0M |
| Mariner, LLC | 0.02% | Reduce -11.4% | 107,109 | $12.8M |
| Principal Securities, Inc. | 0.29% | No change | 107,931 | $12.7M |
| Bordeaux Wealth Advisors LLC | 2.32% | Reduce -1.7% | 105,029 | $12.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +30.9% | 103,521 | $12.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +12.2% | 100,856 | $12.0M |
| Exchange Capital Management, Inc. | 1.94% | Add +2.2% | 100,086 | $12.0M |
| Winthrop Capital Management, LLC | 3.29% | Add +16.8% | 99,962 | $11.9M |
| Cresset Asset Management, LLC | 0.06% | Add +5.5% | 97,221 | $11.6M |
| Allen Investment Management, LLC | 0.13% | Add +49.4% | 95,861 | $11.5M |
| Fifth Third Bancorp | 0.04% | Reduce -1.1% | 95,775 | $11.4M |
| Atria Wealth Solutions, Inc. | 0.14% | Reduce -21.0% | 94,294 | $11.3M |
| Marmo Financial Group, LLC | 6.08% | Add +219.3% | 93,039 | $11.1M |
| EWG Elevate Inc. | 4.04% | Reduce -18.4% | 89,298 | $10.7M |
| Prudential PLC | 0.05% | Reduce -47.3% | 89,200 | $10.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.6% | 89,114 | $10.6M |
| Northeast Financial Consultants Inc | 0.43% | Add +2.3% | 80,761 | $9.6M |
| Atlas Capital Advisors Inc. | 1.20% | Reduce -7.3% | 80,203 | $9.6M |
| Creative Planning | 0.01% | Add +4.1% | 78,880 | $9.4M |
| Chai Trust Co. LLC | 0.57% | No change | 76,839 | $9.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -2.3% | 75,043 | $9.0M |
| Callan Capital, LLC | 0.62% | Reduce -1.5% | 70,163 | $8.4M |
| Wheelhouse Advisory Group LLC | 4.78% | Add +4.1% | 69,993 | $8.4M |
| Wall Street Financial Group, Inc. | 8.66% | Reduce -0.8% | 69,966 | $8.4M |
| Cavalier Investments, LLC | 2.78% | Reduce -0.2% | 68,611 | $8.2M |
| Richmond Brothers, Inc. | 5.18% | Add +2.2% | 68,534 | $8.2M |
| WFA Asset Management Corp | 4.17% | Add +52.5% | 77,824 | $8.0M |
| Sabal Trust CO | 0.43% | Reduce -1.1% | 65,195 | $7.8M |
| Polianta Ltd | 3.64% | No change | 63,100 | $7.5M |
| LCM Capital Management Inc | 4.27% | Add +2.7% | 60,886 | $7.3M |
| Robertson Stephens Wealth Management, LLC | 0.27% | Add +0.6% | 59,722 | $7.1M |
| AE Wealth Management LLC | 0.06% | Add +6.3% | 59,609 | $7.1M |
| Founders Grove Wealth Partners, LLC | 1.96% | Add +2.8% | 58,995 | $7.0M |
| Keeley-Teton Advisors, LLC | 0.85% | Reduce -0.8% | 58,659 | $7.0M |
| Kinloch Capital, LLC | 3.35% | Add +29.2% | 58,619 | $7.0M |
| Susquehanna International Group, LLP | 0.01% | Add +45.4% | 57,588 | $6.9M |
| Summit Financial, LLC | 0.19% | New | 57,280 | $6.8M |
| Financial Freedom, LLC | 3.69% | Reduce -0.9% | 53,757 | $6.4M |
| Invst, LLC | 0.86% | Reduce -20.9% | 52,862 | $6.3M |
| Madison Asset Management, LLC | 0.07% | Add +186.4% | 51,746 | $6.2M |
| Gibraltar Capital Management, Inc. | 1.30% | New | 50,190 | $6.0M |
| Tranquilli Financial Advisor LLC | 3.67% | Add +0.6% | 48,490 | $5.8M |
| Natixis Advisors, LLC | 0.01% | Add +18.7% | 48,006 | $5.7M |
| SOL Capital Management CO | 0.63% | Add +0.7% | 47,810 | $5.7M |
| Integrated Wealth Concepts LLC | 0.07% | Add +17.6% | 47,780 | $5.7M |
| Exchange Traded Concepts, LLC | 0.10% | Reduce -7.7% | 47,706 | $5.7M |
| Comerica Bank | 0.02% | Add +0.7% | 46,134 | $5.5M |
| Frank, Rimerman Advisors LLC | 0.43% | Add +12.7% | 45,567 | $5.4M |
| Merit Financial Group, LLC | 0.08% | Add +1.6% | 44,609 | $5.3M |
| Atria Investments, Inc | 0.07% | Add +4.8% | 44,505 | $5.3M |
| BTG Pactual Asset Management US LLC | 0.68% | Reduce -1.2% | 43,555 | $5.2M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Reduce -1.5% | 42,786 | $5.1M |
| Johnson Investment Counsel Inc. | 0.05% | Add +4.2% | 42,759 | $5.1M |
| Private Advisor Group, LLC | 0.03% | Add +40.9% | 42,305 | $5.1M |
| LMG Wealth Partners, LLC | 1.09% | Add +1.4% | 40,866 | $4.9M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +28.8% | 39,815 | $4.8M |
| Main Management LLC | 0.41% | No change | 39,353 | $4.7M |
| Pathstone Holdings, LLC | 0.02% | Add +1.9% | 39,167 | $4.7M |
| Guerra Advisors Inc | 2.60% | New | 38,944 | $4.7M |
| Penobscot Wealth Management | 1.94% | Add +26.0% | 38,529 | $4.6M |
| Clark Capital Management Group, Inc. | 0.03% | Add +29.5% | 38,029 | $4.5M |
| NORTHSTAR ASSET MANAGEMENT Co | 1.07% | Add +0.1% | 37,151 | $4.4M |
| Jones Financial Companies LLLP | 0.00% | Add +47.0% | 37,088 | $4.4M |
| Matthew Goff Investment Advisor, LLC | 0.78% | Reduce -0.5% | 35,360 | $4.2M |
| Argentarii, LLC | 2.06% | Add +1.7% | 34,765 | $4.2M |
| Trek Financial, LLC | 0.30% | Reduce -24.1% | 34,730 | $4.1M |
| Crown Wealth Group, LLC | 2.14% | Reduce -3.0% | 34,506 | $4.1M |
| Anchor Investment Management, LLC | 0.37% | Add +0.8% | 33,270 | $4.0M |
| North Forty Two & Co. | 4.38% | No change | 33,097 | $4.0M |
| MAI Capital Management | 0.03% | Add +2.7% | 33,058 | $3.9M |
| CW Advisors, LLC | 0.05% | Reduce -31.9% | 32,352 | $3.9M |
| Cascade Financial Partners, LLC | 0.48% | Add +375.5% | 31,859 | $3.8M |
| Park National Corp. | 0.14% | Reduce -1.3% | 31,416 | $3.8M |
| NRI Wealth Management LC | 2.72% | Add +844.8% | 30,782 | $3.7M |
| Foundations Investment Advisors, LLC | 0.07% | Add +0.8% | 30,548 | $3.6M |
| First Financial Corp. | 1.74% | Add +13.0% | 30,092 | $3.6M |
| IHT Wealth Management, LLC | 0.11% | Reduce -23.6% | 29,335 | $3.5M |
| Quadrature Capital Ltd | 0.08% | Reduce -42.4% | 28,870 | $3.4M |
| Focus Financial Network, Inc. | 0.14% | Add +0.9% | 28,540 | $3.4M |
| City State Bank | 1.12% | Add +1.9% | 28,346 | $3.4M |
| Gladstone Institutional Advisory LLC | 0.16% | Reduce -7.8% | 28,340 | $3.4M |
| Axiom Financial Strategies, LLC | 2.00% | Reduce -61.3% | 28,231 | $3.4M |
| Advisors Capital Management, LLC | 0.05% | Reduce -1.8% | 27,945 | $3.3M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -2.4% | 27,882 | $3.3M |
| Altura Wealth Advisors Inc. | 2.20% | Add +29.4% | 27,768 | $3.3M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +51.2% | 27,536 | $3.3M |
| Northern Trust Corp. | 0.00% | Add +0.5% | 27,522 | $3.3M |
| Bokf, NA | 0.06% | Reduce -0.2% | 27,020 | $3.2M |
| Equitable Holdings, Inc. | 0.03% | Add +11.8% | 26,335 | $3.1M |
| Waverly Advisors, LLC | 0.04% | Add +8.2% | 26,049 | $3.1M |
| Stapp Wealth Management, PLLC | 4.77% | Reduce -3.8% | 25,949 | $3.1M |
| Allworth Financial LP | 0.02% | Reduce -0.6% | 26,645 | $3.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -48.6% | 25,602 | $3.1M |
| Tandem Wealth Advisors LLC | 1.58% | New | 25,293 | $3.0M |
| Citadel Advisors | 0.00% | Add +483.0% | 25,151 | $3.0M |
| Joule Financial, LLC | 1.05% | Reduce -0.1% | 25,026 | $3.0M |
| Advisory Services Network, LLC | 0.06% | Add +36.6% | 24,536 | $2.9M |
| Trinity Legacy Partners, LLC | 0.73% | Reduce -1.0% | 23,497 | $2.9M |
| Transatlantique Private Wealth LLC | 1.14% | Add +47.1% | 24,006 | $2.9M |
| Assetmark, Inc. | 0.01% | Reduce -22.7% | 23,809 | $2.8M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -0.6% | 23,691 | $2.8M |
| Novare Capital Management LLC | 0.23% | Reduce -0.5% | 22,417 | $2.7M |
| O'ROURKE & COMPANY, Inc | 1.33% | Add +8.2% | 22,393 | $2.7M |
| Tocqueville Asset Management L.P. | 0.04% | Add +2.5% | 22,251 | $2.7M |
| Praetorian Wealth Management, Inc. | 0.64% | Add +0.5% | 21,940 | $2.6M |
| NorthCrest Asset Manangement, LLC | 0.08% | Add +11.2% | 21,793 | $2.6M |
| Silver Coast Investments LLC | 0.98% | New | 21,637 | $2.6M |
| Cerity Partners LLC | 0.01% | Add +4.3% | 20,977 | $2.5M |
| Quantinno Capital Management LP | 0.02% | Add +85.9% | 20,690 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Add +11.4% | 20,477 | $2.4M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +0.0% | 19,894 | $2.4M |
| Avion Wealth | 0.59% | No change | 19,506 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +105.9% | 19,176 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +105.9% | 19,176 | $2.3M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +0.4% | 19,127 | $2.3M |
| D.A. Davidson & Co. | 0.02% | Add +3.2% | 19,103 | $2.3M |
| MontVue Capital Management, Inc. | 1.81% | Reduce -0.2% | 18,889 | $2.3M |
| Essex Financial Services, Inc. | 0.16% | Reduce -1.3% | 18,665 | $2.2M |
| SCS Capital Management LLC | 0.03% | New | 18,618 | $2.2M |
| Harbour Investment Management LLC | 1.00% | Reduce -1.0% | 18,588 | $2.2M |
| Semmax Financial Advisors Inc. | 0.60% | Add +84.0% | 18,365 | $2.2M |
| Ameritas Advisory Services, LLC | 0.09% | Reduce -0.5% | 18,441 | $2.2M |
| Transcend Capital Advisors, LLC | 0.16% | Add +0.2% | 18,182 | $2.2M |
| BlackRock, Inc. | 0.00% | Reduce -10.9% | 17,795 | $2.1M |
| Raab & Moskowitz Asset Management LLC | 0.54% | Add +3.2% | 17,786 | $2.1M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +11.9% | 17,512 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -12.4% | 17,359 | $2.1M |
| Morningstar Investment Services LLC | 0.38% | Reduce -49.7% | 17,321 | $2.1M |
| Aspen Grove Capital, LLC | 0.40% | Add +0.4% | 17,254 | $2.1M |
| Idaho Trust Co | 0.84% | Add +12.6% | 17,216 | $2.1M |
| Fifth Third Securities, Inc. | 0.17% | Reduce -23.8% | 17,096 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +6.0% | 16,732 | $2.0M |
| Investor's Fiduciary Advisor Network, LLC | 0.94% | Reduce -4.7% | 16,611 | $2.0M |
| Apexium Financial, LP | 0.12% | No change | 16,285 | $1.9M |
| Terra Nova Asset Management LLC | 1.53% | Reduce -0.1% | 16,251 | $1.9M |
| Royal Fund Management, LLC | 0.23% | Reduce -47.9% | 16,071 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +45.0% | 15,771 | $1.9M |
| Citigroup Inc. | 0.00% | Reduce -20.6% | 15,278 | $1.8M |
| Fiduciary Trust Co | 0.02% | Reduce -0.4% | 14,750 | $1.8M |
| Parallel Advisors, LLC | 0.04% | Reduce -2.6% | 14,711 | $1.8M |
| Krilogy Financial LLC | 0.11% | Add +0.3% | 14,640 | $1.7M |
| Kennicott Capital Management LLC | 1.13% | No change | 14,510 | $1.7M |
| Disciplined Investors, L.L.C. | 1.56% | Add +4.9% | 14,431 | $1.7M |
| Novak & Powell Financial Services, Inc. | 1.04% | Add +221.2% | 13,961 | $1.7M |
| Two Sigma Securities, LLC | 0.25% | New | 13,750 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +65.6% | 13,687 | $1.6M |
| Evanson Asset Management, LLC | 0.12% | Add +0.9% | 13,674 | $1.6M |
| Horizon Family Wealth, Inc. | 1.08% | New | 13,597 | $1.6M |
| Prospera Financial Services Inc | 0.04% | Add +69.1% | 13,500 | $1.6M |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -27.6% | 13,100 | $1.6M |
| Liberty Wealth Management LLC | 0.30% | Reduce -0.6% | 13,084 | $1.6M |
| Sharper & Granite LLC | 0.64% | Add +8.8% | 13,026 | $1.6M |
| Glenmede Trust Co. NA | 0.01% | Add +7.6% | 12,982 | $1.6M |
| Ingalls & Snyder LLC | 0.05% | Add +2.0% | 12,866 | $1.5M |
| Quantitative Investment Management, LLC | 0.14% | Add +291.0% | 12,691 | $1.5M |
| Gotham Asset Management | 0.01% | New | 12,609 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.1% | 12,543 | $1.5M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +309.0% | 12,478 | $1.5M |
| Magnus Financial Group LLC | 0.14% | Add +0.1% | 12,458 | $1.5M |
| Manchester Capital Management LLC | 0.18% | No change | 12,385 | $1.5M |
| One Charles Private Wealth Services, LLC | 0.48% | Add +0.9% | 12,345 | $1.5M |
| GoalVest Advisory LLC | 0.40% | Reduce -0.8% | 12,055 | $1.4M |
| Evolution Wealth Advisors, LLC | 0.24% | Add +0.0% | 12,047 | $1.4M |
| Brighton Jones LLC | 0.05% | Reduce -0.2% | 11,974 | $1.4M |
| Private Wealth Advisors, LLC | 0.60% | Add +0.2% | 11,953 | $1.4M |
| Cladis Investment Advisory, LLC | 1.03% | Reduce -1.0% | 11,889 | $1.4M |
| Bigelow Investment Advisors, LLC | 0.67% | Add +28.2% | 11,825 | $1.4M |
| Fischer Financial Services, Inc. | 0.45% | Reduce -0.4% | 11,665 | $1.4M |
| Independent Financial Group, LLC | 0.05% | Add +20.2% | 11,625 | $1.4M |
| Elevation Capital Advisory, LLC | 0.60% | Reduce -36.2% | 11,553 | $1.4M |
| Choreo, LLC | 0.02% | Reduce -1.6% | 11,522 | $1.4M |
| Institute for Wealth Management, LLC. | 0.18% | Reduce -4.3% | 11,468 | $1.4M |
| Keebeck Wealth Management | 0.20% | Reduce -13.5% | 11,465 | $1.4M |
| RBA Wealth Management, LLC | 0.54% | Add +1.3% | 11,447 | $1.4M |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -3.7% | 11,294 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.2% | 11,247 | $1.3M |
| Advisor Resource Council | 0.11% | New | 11,044 | $1.3M |
| Wealthcare Capital Partners, LLC | 0.68% | Add +3.1% | 11,037 | $1.3M |
| Bank of Montreal | 0.00% | Add +2.1% | 10,864 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +11.4% | 10,748 | $1.3M |
| Cibc World Market Inc. | 0.00% | Add +84.8% | 10,592 | $1.3M |
| Stratos Wealth Advisors, LLC | 0.07% | No change | 10,524 | $1.3M |
| Consolidated Portfolio Review Corp | 0.20% | Add +2.0% | 10,492 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +327.3% | 10,491 | $1.3M |
| Blair William & Co. | 0.00% | Add +3.8% | 10,378 | $1.2M |
| Mission Wealth Management, LP | 0.03% | Add +4.1% | 10,282 | $1.2M |
| Ipsen Advisor Group LLC | 1.03% | Add +0.3% | 9,997 | $1.2M |
| Wealth Alliance, LLC | 0.14% | Reduce -0.1% | 9,983 | $1.2M |
| BLB&B Advisors, LLC | 0.06% | Add +3.6% | 9,937 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -25.8% | 9,914 | $1.2M |
| Wealth Management Associates, Inc. | 0.50% | Add +2.1% | 9,724 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -3.3% | 9,689 | $1.2M |
| Principle Wealth Partners LLC | 0.08% | Add +3.5% | 9,566 | $1.1M |
| Hopwood Financial Services, Inc. | 0.88% | Add +2.7% | 9,566 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Reduce -13.3% | 9,562 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +35.4% | 9,410 | $1.1M |
| KDK Private Wealth Management, LLC | 1.27% | Reduce -0.9% | 9,366 | $1.1M |
| Lazard Asset Management LLC | 0.00% | Add +1464.2% | 9,354 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +124.9% | 9,345 | $1.1M |
| Bailard, Inc. | 0.03% | Reduce -4.7% | 8,811 | $1.1M |
| CWA Asset Management Group, LLC | 0.05% | Add +99.7% | 8,643 | $1.0M |
| Gryphon Financial Partners LLC | 0.15% | No change | 8,555 | $1.0M |
| Bessemer Group Inc. | 0.00% | Reduce -2.2% | 8,532 | $1.0M |
| &partners | 0.01% | Reduce -0.2% | 8,582 | $1.0M |
| Western Wealth Management, LLC | 0.07% | Reduce -31.9% | 8,354 | $998K |
| Tiaa Trust, National Association | 0.00% | Add +5.0% | 8,288 | $990K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.0% | 8,228 | $983K |
| Debussy Capital Management LP | 0.16% | Add +12.8% | 8,069 | $964K |
| Houlihan Financial Resource Group, Ltd. | 0.43% | Add +0.0% | 8,036 | $960K |
| Pension & Wealth Management Advisors, Inc. | 0.36% | Add +99.9% | 8,004 | $956K |
| Brookstone Capital Management | 0.01% | Reduce -7.7% | 8,002 | $956K |
| Optima Capital LLC | 0.61% | Reduce -5.5% | 7,950 | $950K |
| Community Bank, N.A. | 0.13% | Reduce -0.5% | 7,940 | $949K |
| World Investment Advisors | 0.02% | Add +159.3% | 7,904 | $944K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +0.8% | 7,903 | $944K |
| Fulcrum Equity Management | 1.03% | New | 7,893 | $943K |
| Focus Partners Wealth | 0.00% | Add +10.5% | 7,821 | $934K |
| 17 Capital Partners, LLC | 0.60% | Add +26.9% | 7,815 | $934K |
| Claris Financial LLC | 0.61% | No change | 7,845 | $926K |
| Checchi Capital Advisers, LLC | 0.07% | Add +1.8% | 7,733 | $924K |
| Nova Wealth Management, Inc. | 0.79% | Add +32.6% | 7,702 | $920K |
| Trust Co. of Vermont | 0.04% | Add +13.7% | 7,546 | $902K |
| Park Avenue Securities LLC | 0.01% | Add +12.1% | 7,497 | $896K |
| Clearstead Advisors, LLC | 0.01% | Add +2.8% | 7,498 | $896K |
| First PREMIER Bank | 0.23% | Add +6.5% | 7,480 | $893K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.6% | 7,405 | $885K |
| Westside Investment Management, Inc. | 0.19% | Reduce -1.6% | 7,376 | $881K |
| Ascent Group, LLC | 0.04% | Reduce -2.9% | 7,302 | $872K |
| Yukon Wealth Management, Inc. | 0.36% | — | 7,251 | $866K |
| Saxon Interests, Inc. | 0.40% | Add +6.3% | 7,190 | $859K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -3.9% | 7,180 | $858K |
| Elm Partners Management LLC | 0.06% | Reduce -2.9% | 7,159 | $855K |
| WP Advisors, LLC | 0.28% | Add +0.4% | 7,137 | $853K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Reduce -12.5% | 7,000 | $836K |
| HB Wealth Management, LLC | 0.01% | Add +49.2% | 6,945 | $830K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +4.6% | 6,878 | $822K |
| Farther Finance Advisors, LLC | 0.02% | Add +265.1% | 6,878 | $821K |
| HRT Financial LP | 0.01% | New | 6,873 | $821K |
| Marble Harbor Investment Counsel, LLC | 0.09% | No change | 6,850 | $818K |
| Baker Ellis Asset Management LLC | 0.12% | No change | 6,810 | $814K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -14.6% | 6,764 | $808K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 6,732 | $805K |
| Citizens Financial Group Inc. | 0.02% | Add +0.4% | 6,732 | $804K |
| Howard Wealth Management, LLC | 0.45% | Add +2.4% | 6,730 | $804K |
| Sigma Planning Corp | 0.03% | Add +11.9% | 6,563 | $784K |
| Wealthspire Retirement, LLC | 0.06% | Add +0.0% | 6,558 | $783K |
| Axxcess Wealth Management, LLC | 0.02% | Add +249.0% | 6,548 | $782K |
| Birchcreek Wealth Management, LLC | 0.49% | Reduce -0.3% | 6,525 | $780K |
| Premier Path Wealth Partners, LLC | 0.12% | Reduce -1.9% | 6,482 | $774K |
| Vickerman Investment Advisors, Inc. | 0.17% | Add +115.0% | 6,440 | $769K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +3242.2% | 6,417 | $767K |
| Pinion Investment Advisors, LLC | 0.17% | Reduce -0.8% | 6,412 | $766K |
| Brandywine Oak Private Wealth LLC | 0.07% | No change | 6,335 | $757K |
| White Lighthouse Investment Management Inc. | 0.13% | Add +31.3% | 6,321 | $755K |
| RFG Advisory, LLC | 0.02% | Add +269.3% | 6,296 | $752K |
| US Bancorp \de | 0.00% | Add +0.7% | 6,239 | $745K |
| Beacon Capital Management, LLC | 0.10% | Reduce -9.6% | 6,227 | $744K |
| Hardy Reed LLC | 0.07% | Reduce -2.3% | 6,170 | $737K |
| Brown Advisory Inc. | 0.00% | Add +4.3% | 6,124 | $732K |
| Retirement Planning Group, LLC | 0.03% | Add +138.8% | 6,117 | $731K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +3.0% | 6,091 | $728K |
| Safeguard Investment Advisory Group, LLC | 0.20% | Add +0.3% | 6,085 | $727K |
| Strategic Blueprint, LLC | 0.04% | Add +2.4% | 6,050 | $723K |
| Morris Financial Concepts, Inc. | 0.30% | No change | 6,006 | $718K |
| Cahill Financial Advisors Inc. | 0.10% | Add +46.9% | 5,998 | $717K |
| Dagco, Inc. | 0.23% | No change | 5,950 | $711K |
| Blackston Financial Advisory Group, LLC | 0.48% | Reduce -3.2% | 5,893 | $704K |
| Matisse Capital | 0.37% | Reduce -0.7% | 5,871 | $701K |
| Centaurus Financial, Inc. | 0.04% | Add +16.6% | 5,826 | $696K |
| Tyler-Stone Wealth Management | 0.12% | Add +0.4% | 5,801 | $693K |
| McGuire Investment Group, LLC | 0.10% | Add +5.4% | 5,795 | $692K |
| Invictus Private Wealth, LLC | 0.05% | Reduce -6.3% | 5,770 | $689K |
| Avestar Capital, LLC | 0.07% | No change | 5,740 | $686K |
| Tudor Financial Inc. | 0.41% | Add +2.6% | 5,733 | $685K |
| Bogart Wealth, LLC | 0.03% | Add +0.9% | 5,667 | $677K |
| Ifrah Financial Services, Inc. | 0.19% | Reduce -3.6% | 5,659 | $676K |
| Vanguard Group Inc. | 0.00% | Add +42.2% | 5,603 | $669K |
| Waldron Private Wealth LLC | 0.03% | Reduce -3.5% | 5,595 | $668K |
| Caprock Group, LLC | 0.02% | Reduce -8.6% | 5,524 | $660K |
| Woodward Diversified Capital, LLC | 0.46% | Add +5.5% | 5,464 | $653K |
| Leavell Investment Management, Inc. | 0.03% | Add +0.5% | 5,390 | $644K |
| Wealthstar Advisors, LLC | 0.29% | Add +0.2% | 5,345 | $639K |
| Pure Financial Advisors, LLC | 0.01% | Add +32.0% | 5,261 | $629K |
| Long Island Wealth Management, Inc. | 0.38% | Reduce -17.2% | 5,260 | $628K |
| Compass Financial Group, INC | 0.12% | Add +7.0% | 5,229 | $625K |
| Bragg Financial Advisors, Inc | 0.03% | Reduce -3.6% | 5,218 | $623K |
| Freestone Capital Holdings, LLC | 0.02% | Add +17.5% | 5,213 | $623K |
| Williams & Novak, LLC | 0.61% | No change | 5,215 | $623K |
| Carl P. Sherr & Co., LLC | 0.34% | No change | 5,189 | $620K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +3.5% | 5,112 | $611K |
| Evergreen Capital Management LLC | 0.02% | Add +0.1% | 5,091 | $608K |
| ZynergyRetirementPlanningLLC | 0.43% | Reduce -1.0% | 5,091 | $601K |
| Evoke Wealth, LLC | 0.02% | No change | 5,013 | $599K |
| Stephens Inc. | 0.01% | Reduce -2.9% | 5,005 | $598K |
| Venture Visionary Partners LLC | 0.03% | Add +4.1% | 4,995 | $597K |
| JBR Co Financial Management Inc | 0.35% | Reduce -11.5% | 4,940 | $590K |
| Hilltop Holdings Inc. | 0.04% | Add +13.4% | 4,899 | $585K |
| Mystic Asset Management, Inc. | 0.15% | Reduce -10.7% | 4,894 | $585K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -4.9% | 4,851 | $580K |
| Daymark Wealth Partners, LLC | 0.02% | Add +37.2% | 4,827 | $577K |
| Mainsail Asset Management, LLC | 0.39% | Reduce -4.5% | 4,813 | $575K |
| Lewis Asset Management, LLC | 0.47% | Reduce -2.0% | 4,774 | $570K |
| Agf Management Ltd. | 0.00% | No change | 4,740 | $566K |
| Hanover Advisors Inc. | 0.25% | Add +4.5% | 4,733 | $565K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.0% | 4,726 | $565K |
| Avantax Planning Partners, Inc. | 0.02% | Add +19.8% | 4,718 | $564K |
| Commerce Bank | 0.00% | Add +4.4% | 4,709 | $563K |
| Founders Financial Alliance, LLC | 0.14% | Add +0.5% | 4,697 | $561K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -2.7% | 4,644 | $555K |
| Mosaic Financial Group, LLC | 0.45% | Add +0.1% | 4,611 | $551K |
| Brookwood Investment Group LLC | 0.09% | — | 4,593 | $549K |
| Petredis Investment Advisors LLC | 0.06% | No change | 4,513 | $539K |
| N.E.W. Advisory Services LLC | 0.04% | Add +0.6% | 4,489 | $536K |
| Winch Advisory Services, LLC | 0.14% | Add +0.4% | 4,486 | $536K |
| IFG Advisory, LLC | 0.03% | Reduce -0.6% | 4,481 | $535K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -25.6% | 4,452 | $532K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -44.4% | 4,455 | $532K |
| Waters Parkerson & Co., LLC | 0.03% | No change | 4,450 | $532K |
| Panoramic Investment Advisors, LLC | 0.36% | Add +2.5% | 4,429 | $529K |
| Family Capital Management, Inc. | 0.33% | No change | 4,410 | $527K |
| Ieq Capital, LLC | 0.00% | New | 4,391 | $525K |
| Mainstream Capital Management LLC | 0.41% | Reduce -1.0% | 4,355 | $520K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -1.1% | 4,350 | $520K |
| Hirtle & Co., LLC | 0.02% | No change | 4,327 | $517K |
| Simmons Bank | 0.04% | No change | 4,317 | $516K |
| QRG Capital Management, Inc. | 0.01% | Reduce -19.5% | 4,316 | $516K |
| Gentry Private Wealth, LLC | 0.42% | New | 4,230 | $505K |
| Bluesphere Advisors LLC | 0.29% | Reduce -37.3% | 4,211 | $503K |
| Florida Financial Advisors, LLC | 0.20% | Add +113.0% | 4,167 | $496K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -55.2% | 4,144 | $495K |
| CIBC Private Wealth Group LLC | 0.00% | Add +23.4% | 4,703 | $493K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -2.3% | 4,127 | $493K |
| Keybank National Association | 0.00% | No change | 4,121 | $492K |
| Delta Financial Group, Inc. | 0.11% | Add +19.0% | 4,007 | $486K |
| Salomon & Ludwin, LLC | 0.05% | Reduce -1.1% | 4,062 | $485K |
| Graypoint LLC | 0.03% | No change | 4,055 | $484K |
| AQR Capital Management | 0.00% | Reduce -13.9% | 4,040 | $483K |
| Cary Street Partners Financial LLC | 0.01% | Add +9.7% | 3,965 | $474K |
| New York Life Investment Management LLC | 0.00% | Reduce -88.3% | 3,958 | $473K |
| Wedmont Private Capital | 0.02% | Add +20.2% | 4,183 | $465K |
| PFG Advisors | 0.03% | Reduce -4.8% | 3,872 | $463K |
| Berger Financial Group, Inc | 0.03% | Reduce -3.0% | 3,859 | $461K |
| Obsidian Cio, LLC | 0.07% | Add +23.1% | 3,854 | $460K |
| Allied Investment Advisors, LLC | 0.09% | No change | 3,830 | $458K |
| Redwood Financial Network Corp | 0.35% | Reduce -5.9% | 3,815 | $456K |
| Aegis Wealth Management LLC | 0.27% | No change | 3,800 | $454K |
| Modern Wealth Management, LLC | 0.01% | Add +13.6% | 3,793 | $453K |
| Montag A & Associates Inc. | 0.02% | Reduce -2.4% | 3,728 | $445K |
| Fort Point Capital Partners LLC | 0.05% | New | 3,686 | $440K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 3,661 | $437K |
| tru Independence LLC | 0.14% | Add +0.4% | 3,657 | $437K |
| Compass Ion Advisors, LLC | 0.05% | No change | 3,644 | $435K |
| Belpointe Asset Management LLC | 0.02% | Add +58.1% | 3,636 | $434K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 3,621 | $433K |
| Spreng Capital Management, Inc. | 0.20% | No change | 3,612 | $432K |
| Cwm, LLC | 0.00% | Add +18.2% | 3,573 | $427K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -0.9% | 3,467 | $414K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +33.5% | 3,427 | $409K |
| Westfuller Advisors, LLC | 0.27% | Add +6.1% | 3,398 | $406K |
| Rothschild Wealth LLC | 0.11% | Reduce -12.8% | 3,393 | $405K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -17.0% | 3,368 | $402K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Reduce -3.6% | 3,368 | $402K |
| Octavia Wealth Advisors, LLC | 0.05% | Add +0.0% | 3,366 | $402K |
| Focused Wealth Management, Inc | 0.05% | Reduce -11.7% | 3,337 | $399K |
| Empower Advisory Group, LLC | 0.00% | Reduce -27.6% | 3,336 | $399K |
| Maltin Wealth Management, Inc. | 0.19% | Add +0.4% | 3,325 | $397K |
| Vista Investment Management | 0.15% | Reduce -1.5% | 3,310 | $395K |
| Mayflower Financial Advisors, LLC | 0.06% | No change | 3,300 | $394K |
| Elite Financial, Inc. | 0.21% | Add +0.8% | 3,253 | $388K |
| Stillwater Wealth Management Group | 0.33% | Reduce -3.8% | 3,175 | $379K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.4% | 3,157 | $377K |
| Benjamin Edwards Inc. | 0.01% | Add +1.6% | 3,152 | $377K |
| Dakota Wealth Management | 0.01% | Add +14.4% | 3,151 | $376K |
| Black Diamond Financial, LLC | 0.06% | No change | 3,150 | $376K |
| Creekside Partners | 0.20% | No change | 3,138 | $375K |
| TD Private Client Wealth LLC | 0.01% | Add +6.9% | 3,082 | $368K |
| Fisher Asset Management | 0.00% | Add +41.3% | 3,019 | $361K |
| Kovack Advisors, Inc. | 0.04% | Reduce -25.8% | 3,002 | $359K |
| Collaborative Wealth Managment Inc. | 0.17% | Reduce -3.2% | 2,992 | $357K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.3% | 3,008 | $357K |
| Americana Partners, LLC | 0.01% | Reduce -18.7% | 2,958 | $353K |
| Amplius Wealth Advisors, LLC | 0.04% | No change | 2,943 | $352K |
| Fairfield, Bush & Co. | 0.22% | Reduce -5.7% | 2,917 | $348K |
| Certified Advisory Corp | 0.04% | Reduce -3.8% | 2,911 | $348K |
| World Equity Group, Inc. | 0.10% | Reduce -91.7% | 2,911 | $345K |
| First Heartland Consultants, Inc. | 0.04% | No change | 2,866 | $342K |
| Oak Hill Wealth Advisors, LLC | 0.08% | No change | 2,852 | $341K |
| NewEdge Wealth, LLC | 0.01% | Add +3.8% | 2,837 | $339K |
| Integral Investment Advisors, Inc. | 0.11% | No change | 2,835 | $339K |
| SouthState Bank Corp | 0.02% | Add +183.0% | 2,830 | $338K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +18.9% | 2,830 | $338K |
| Hoxton Planning & Management, LLC | 0.13% | Reduce -29.2% | 2,805 | $335K |
| Mustard Seed Financial, LLC | 0.27% | No change | 2,800 | $335K |
| Marshall Financial Group, LLC | 0.07% | Reduce -0.8% | 2,796 | $334K |
| Solidarity Wealth, LLC | 0.08% | No change | 2,761 | $330K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -9.1% | 2,790 | $329K |
| National Bank of Canada | 0.00% | Reduce -0.4% | 2,752 | $329K |
| Bouchey Financial Group, Ltd. | 0.03% | Reduce -10.4% | 2,721 | $325K |
| Kingsview Wealth Management, LLC | 0.01% | Add +53.3% | 2,718 | $325K |
| Interchange Capital Partners, LLC | 0.09% | Reduce -2.6% | 2,716 | $324K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +0.3% | 2,715 | $324K |
| Retirement Planning Co of New England, Inc. | 0.16% | Reduce -0.9% | 2,710 | $324K |
| Breakwater Capital Group | 0.06% | No change | 2,700 | $323K |
| First Trust Advisors LP | 0.00% | Add +41.4% | 2,697 | $322K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.3% | 2,657 | $317K |
| International Assets Investment Management, LLC | 0.03% | Reduce -5.4% | 2,648 | $316K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -19.1% | 2,579 | $308K |
| FineMark National Bank & Trust | 0.01% | No change | 2,464 | $294K |
| Wedbush Securities Inc. | 0.01% | Reduce -12.3% | 2,440 | $291K |
| Courier Capital LLC | 0.02% | No change | 2,414 | $288K |
| Capital Square, LLC | 0.17% | Reduce -15.9% | 2,414 | $288K |
| Joseph P. Lucia & Associates, LLC | 0.13% | No change | 2,406 | $287K |
| Global Trust Asset Management, LLC | 0.17% | Add +32.8% | 2,390 | $286K |
| Acropolis Investment Management, LLC | 0.02% | Add +0.2% | 2,387 | $285K |
| GTS Securities LLC | 0.01% | New | 2,374 | $284K |
| PDS Planning, Inc | 0.02% | Add +1.3% | 2,370 | $283K |
| James J. Burns & Company, LLC | 0.05% | No change | 2,349 | $281K |
| Aptus Capital Advisors, LLC | 0.00% | Add +175.8% | 2,344 | $280K |
| Apollon Financial, LLC | 0.07% | No change | 2,312 | $276K |
| Tanglewood Legacy Advisors, LLC | 0.12% | No change | 2,308 | $276K |
| HBK Sorce Advisory LLC | 0.01% | Add +3.7% | 2,292 | $274K |
| DAVENPORT & Co LLC | 0.00% | Reduce -18.0% | 2,274 | $272K |
| Alteri Wealth LLC | 0.12% | Reduce -33.1% | 2,264 | $270K |
| Chris Bulman Inc | 0.17% | No change | 2,254 | $269K |
| Capital Management Corp. | 0.05% | No change | 2,235 | $267K |
| Coordinated Financial Services, Inc. | 0.21% | — | 2,232 | $267K |
| RFG - Bristol Wealth Advisors, LLC | 0.09% | Add +22.5% | 2,228 | $266K |
| Savant Capital, LLC | 0.00% | Add +7.7% | 2,181 | $261K |
| Avior Wealth Management, LLC | 0.01% | Reduce -10.5% | 2,145 | $256K |
| Private Advisory Group LLC | 0.03% | Add +1.9% | 2,144 | $256K |
| Hollencrest Capital Management | 0.01% | Add +0.3% | 2,143 | $256K |
| Channel Wealth LLC | 0.08% | Add +1.0% | 2,143 | $256K |
| Spirepoint Private Client, LLC | 0.03% | No change | 2,127 | $254K |
| Zhang Financial LLC | 0.01% | No change | 2,114 | $253K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 2,114 | $252K |
| Earned Wealth Advisors, LLC | 0.05% | New | 2,088 | $249K |
| Medallion Wealth Advisors, LLC | 0.11% | No change | 2,073 | $248K |
| Kathmere Capital Management, LLC | 0.02% | No change | 2,060 | $246K |
| IFP Advisors, Inc | 0.01% | Reduce -5.4% | 2,049 | $245K |
| Mascagni Wealth Management, Inc. | 0.24% | No change | 2,047 | $245K |
| Valley Financial Group, Inc. | 0.16% | Reduce -1.1% | 2,027 | $242K |
| Summit Asset Management, LLC | 0.04% | No change | 2,024 | $242K |
| Private Client Services, LLC | 0.12% | Reduce -8.0% | 2,018 | $241K |
| Chapin Davis, Inc. | 0.08% | Reduce -44.8% | 2,006 | $240K |
| Legacy Advisors, LLC | 0.02% | No change | 2,005 | $240K |
| Moors & Cabot, Inc. | 0.01% | Add +0.1% | 2,005 | $239K |
| Keel Point, LLC | 0.02% | No change | 1,993 | $238K |
| Childress Capital Advisors, LLC | 0.07% | New | 1,989 | $238K |
| Optimist Retirement Group LLC | 0.12% | Reduce -0.6% | 1,986 | $237K |
| Stonebridge Financial Planning Group, LLC | 0.11% | New | 1,984 | $237K |
| Financial Counselors Inc. | 0.00% | Reduce -6.8% | 1,974 | $236K |
| BOS Asset Management, LLC | 0.08% | Reduce -17.4% | 1,972 | $236K |
| Ellevest, Inc. | 0.02% | No change | 1,968 | $235K |
| Boltwood Capital Management | 0.07% | Add +1.4% | 1,963 | $235K |
| Oldfather Financial Services, LLC | 0.09% | New | 1,962 | $234K |
| Spectrum Financial Alliance Ltd LLC | 0.08% | No change | 1,949 | $233K |
| Procyon Advisors, LLC | 0.01% | New | 1,910 | $228K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | Add +0.1% | 1,904 | $227K |
| Foresight Capital Management Advisors, Inc. | 0.14% | No change | 1,882 | $225K |
| Partners Capital Investment Group, LLP | 0.00% | New | 1,877 | $224K |
| NWF Advisory Services Inc. | 0.03% | No change | 1,872 | $224K |
| Triumph Capital Management | 0.07% | No change | 1,868 | $223K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Add +2.8% | 1,851 | $221K |
| Tme Financial, Inc. | 0.19% | Add +0.9% | 1,848 | $221K |
| Welch Group, LLC | 0.01% | Add +0.2% | 1,868 | $220K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -54.0% | 1,842 | $220K |
| Onyx Bridge Wealth Group LLC | 0.03% | Add +0.2% | 1,836 | $219K |
| Compass Advisory Group LLC | 0.08% | Add +0.4% | 1,832 | $219K |
| JFS Wealth Advisors, LLC | 0.01% | Add +22.4% | 1,825 | $218K |
| Websterrogers Financial Advisors, LLC | 0.07% | No change | 1,818 | $217K |
| one8zero8, LLC | 0.05% | No change | 1,809 | $216K |
| Cadence Bank | 0.02% | No change | 1,808 | $216K |
| Accel Wealth Management | 0.08% | New | 1,796 | $215K |
| Shepherd Financial Partners LLC | 0.03% | New | 1,787 | $213K |
| Parr McKnight Wealth Management Group, LLC | 0.03% | Reduce -1.4% | 1,767 | $211K |
| Davis R M Inc. | 0.00% | No change | 1,752 | $209K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 1,716 | $205K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +7.2% | 1,698 | $203K |
| Advantage Trust Co | 0.12% | No change | 1,689 | $202K |
| Level Four Advisory Services, LLC | 0.01% | New | 1,687 | $202K |
| Vermillion Wealth Management, Inc. | 0.06% | Add +23.8% | 1,615 | $193K |
| Advisors Preferred, LLC | 0.03% | Reduce -99.6% | 1,606 | $192K |
| Raffa Wealth Management, LLC | 0.04% | No change | 1,555 | $186K |
| Jackson Hole Capital Partners, LLC | 0.04% | No change | 1,530 | $183K |
| Global Financial Private Client, LLC | 0.07% | No change | 1,500 | $179K |
| Mather Group, Llc. | 0.00% | No change | 1,488 | $178K |
| Private Trust Co. NA | 0.02% | No change | 1,450 | $173K |
| Spire Wealth Management | 0.01% | Reduce -38.3% | 1,431 | $171K |
| First Horizon Advisors, Inc. | 0.00% | Add +3.5% | 1,398 | $167K |
| Whittier Trust Co. | 0.00% | No change | 1,380 | $165K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Add +404.9% | 1,343 | $160K |
| AlphaCore Capital LLC | 0.01% | New | 1,341 | $160K |
| Progressive Investment Management Corp | 0.04% | No change | 1,300 | $155K |
| CoreCap Advisors, LLC | 0.01% | No change | 1,275 | $152K |
| Cape Investment Advisory, Inc. | 0.06% | Reduce -2.6% | 1,242 | $148K |
| Independence Bank of Kentucky | 0.02% | Reduce -4.9% | 1,236 | $148K |
| Park Square Financial Group, LLC | 0.12% | No change | 1,223 | $146K |
| Viewpoint Capital Management LLC | 0.08% | No change | 1,217 | $145K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 1,210 | $145K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,148 | $137K |
| MPWM Advisory Solutions, LLC | 0.10% | No change | 1,140 | $136K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,140 | $135K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 1,103 | $132K |
| Colonial Trust Co / SC | 0.02% | No change | 1,060 | $127K |
| Hurley Capital, LLC | 0.10% | New | 1,049 | $125K |
| Sound Income Strategies, LLC | 0.01% | Add +4.6% | 1,000 | $119K |
| Sachetta, LLC | 0.05% | No change | 983 | $117K |
| Headlands Technologies LLC | 0.01% | New | 944 | $113K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 930 | $111K |
| Fourth Dimension Wealth, LLC | 0.05% | Add +7.0% | 911 | $109K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -20.9% | 906 | $108K |
| SYM FINANCIAL Corp | 0.01% | No change | 899 | $107K |
| Continuum Advisory, LLC | 0.01% | Reduce -1.7% | 887 | $106K |
| Minot DeBlois Advisors LLC | 0.10% | No change | 880 | $105K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 882 | $104K |
| Blue Trust, Inc. | 0.00% | Add +1940.5% | 857 | $102K |
| Millstone Evans Group, LLC | 0.07% | Add +67.5% | 834 | $100K |
| VSM Wealth Advisory, LLC | 0.04% | Add +0.2% | 831 | $99K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.04% | No change | 825 | $99K |
| Gables Capital Management Inc. | 0.05% | No change | 828 | $99K |
| Hanson & Doremus Investment Management | 0.01% | Add +53.6% | 808 | $97K |
| Sandy Spring Bank | 0.00% | Reduce -3.7% | 790 | $94K |
| Pacific Center for Financial Services | 0.02% | No change | 758 | $91K |
| McClarren Financial Advisors, Inc. | 0.06% | Add +3.2% | 740 | $88K |
| Geneos Wealth Management Inc. | 0.00% | Add +6.1% | 735 | $88K |
| Peterson Wealth Services | 0.03% | Add +31.0% | 723 | $86K |
| Lindbrook Capital, LLC | 0.01% | No change | 721 | $86K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 711 | $85K |
| Bernard Wealth Management Corp. | 0.04% | No change | 677 | $81K |
| Davis Capital Management | 0.06% | Reduce -3.0% | 676 | $81K |
| SVB Wealth LLC | 0.00% | New | 676 | $81K |
| Horizon Bancorp Inc. | 0.05% | Reduce -1.5% | 666 | $80K |
| Eastern Bank | 0.00% | Reduce -57.6% | 663 | $79K |
| Main Street Group, LTD | 0.03% | Add +17.8% | 662 | $79K |
| Barclays PLC | 0.00% | Reduce -99.7% | 636 | $76K |
| Rialto Wealth Management, LLC | 0.02% | No change | 619 | $74K |
| TruNorth Capital Management, LLC | 0.02% | No change | 619 | $74K |
| Creative Financial Designs Inc. | 0.01% | Reduce -5.9% | 618 | $74K |
| AllSquare Wealth Management LLC | 0.04% | No change | 593 | $71K |
| Tsfg, LLC | 0.01% | No change | 577 | $69K |
| CVA Family Office, LLC | 0.01% | No change | 560 | $67K |
| FWL Investment Management, LLC | 0.02% | Reduce -5.2% | 544 | $65K |
| St Germain D J Co. Inc. | 0.00% | No change | 540 | $65K |
| Ameriflex Group, Inc. | 0.03% | No change | 536 | $64K |
| Murphy & Mullick Capital Management Corp | 0.06% | No change | 530 | $63K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 525 | $63K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -89.7% | 514 | $61K |
| GAMMA Investing LLC | 0.00% | No change | 495 | $59K |
| Ashton Thomas Securities, LLC | 0.02% | No change | 491 | $59K |
| Operose Advisors LLC | 0.02% | No change | 490 | $59K |
| Crews Bank & Trust | 0.01% | No change | 475 | $57K |
| Sunbelt Securities, Inc. | 0.00% | Add +60.7% | 458 | $55K |
| Paladin Advisory Group, LLC | 0.04% | No change | 444 | $53K |
| Olistico Wealth, LLC | 0.03% | New | 431 | $51K |
| Bfsg, LLC | 0.01% | No change | 427 | $51K |
| Greykasell Wealth Strategies, Inc. | 0.03% | New | 422 | $50K |
| Bell Investment Advisors, Inc | 0.01% | Add +0.5% | 405 | $48K |
| Phillips Financial Management, LLC | 0.00% | New | 403 | $48K |
| Key Financial Inc | 0.01% | No change | 391 | $47K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 390 | $47K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 372 | $44K |
| Signature Resources Capital Management, LLC | 0.04% | Add +85.8% | 353 | $42K |
| Robinswood Financial LLC | 0.02% | No change | 350 | $42K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -83.3% | 347 | $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 | $41K |
| Optimum Investment Advisors | 0.02% | Add +235.0% | 335 | $40K |
| Ancora Advisors LLC | 0.00% | No change | 329 | $39K |
| AdvisorNet Financial, Inc | 0.00% | No change | 305 | $36K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -19.7% | 294 | $35K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 292 | $35K |
| 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 |
| Briaud Financial Planning Inc | 0.01% | New | 288 | $34K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 251 | $30K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 250 | $30K |
| Cardiff Park Advisors, LLC | 0.00% | Add +74.5% | 246 | $29K |
| Wayfinding Financial, LLC | 0.01% | New | 250 | $29K |
| Abound Wealth Management | 0.01% | No change | 235 | $28K |
| Pittenger & Anderson Inc. | 0.00% | No change | 233 | $28K |
| PSI Advisors, LLC | 0.01% | Reduce -8.4% | 218 | $26K |
| Harbor Investment Advisory, LLC | 0.00% | Add +60.1% | 213 | $25K |
| SIMA Wealth Partners, LLC | 0.02% | No change | 212 | $25K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 200 | $24K |
| Pflug Koory, LLC | 0.01% | Reduce -65.8% | 200 | $24K |
| City Holding Co. | 0.00% | No change | 200 | $24K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 195 | $23K |
| Arax Advisory Partners | 0.00% | New | 193 | $23K |
| Dunhill Financial, LLC | 0.01% | Add +224.1% | 188 | $22K |
| Guardian Wealth Management, Inc. | 0.01% | Reduce -0.5% | 185 | $22K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.6% | 181 | $22K |
| MorganRosel Wealth Management, LLC | 0.01% | New | 179 | $21K |
| DecisionPoint Financial, LLC | 0.01% | No change | 169 | $20K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 157 | $19K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 154 | $18K |
| Lanark Financial, Inc. | 0.00% | — | 150 | $17K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 137 | $16K |
| Center for Financial Planning, Inc. | 0.00% | No change | 136 | $16K |
| Glassman Wealth Services | 0.00% | New | 127 | $15K |
| Cloud Capital Management, LLC | 0.01% | — | 125 | $15K |
| First Pacific Financial | 0.00% | No change | 120 | $14K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 120 | $14K |
| Smartleaf Asset Management LLC | 0.00% | No change | 121 | $14K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -29.9% | 117 | $14K |
| NFSG Corp | 0.00% | No change | 115 | $14K |
| Ameliora Wealth Management Ltd. | 0.00% | New | 107 | $13K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -35.2% | 105 | $13K |
| North Star Investment Management Corp. | 0.00% | No change | 104 | $12K |
| EPG Wealth Management LLC | 0.00% | No change | 103 | $12K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 102 | $12K |
| New Millennium Group LLC | 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 |
| Tidemark, LLC | 0.00% | No change | 97 | $12K |
| Coston, McIsaac & Partners | 0.00% | No change | 93 | $11K |
| Strengthening Families & Communities, LLC | 0.01% | No change | 90 | $11K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 89 | $11K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 87 | $10K |
| Capital Analysts, LLC | 0.00% | No change | 83 | $10K |
| McIlrath & Eck, LLC | 0.00% | New | 80 | $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% | No change | 74 | $9K |
| SJS Investment Consulting Inc. | 0.00% | No change | 60 | $7K |
| Rakuten Securities, Inc. | 0.00% | No change | 60 | $7K |
| Concord Wealth Partners | 0.00% | Add +12.5% | 54 | $6K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 53 | $6K |
| Advanced Asset Management Advisors Inc | 0.00% | New | 50 | $6K |
| Transce3nd, LLC | 0.00% | Reduce -51.0% | 50 | $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 |
| GeoWealth Management, LLC | 0.00% | Reduce -98.6% | 48 | $6K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 44 | $5K |
| West Branch Capital LLC | 0.00% | No change | 41 | $5K |
| Anfield Capital Management, LLC | 0.00% | New | 39 | $5K |
| Coldstream Capital Management Inc. | 0.00% | New | 36 | $4K |
| Parkside Financial Bank & Trust | 0.00% | New | 35 | $4K |
| Garde Capital, Inc. | 0.00% | New | 30 | $4K |
| Valley National Advisers Inc. | 0.00% | No change | 30 | $3K |
| Hantz Financial Services, Inc. | 0.00% | New | 26 | $3K |
| CX Institutional | 0.00% | New | 27 | $3K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | Reduce -4.0% | 24 | $3K |
| Resources Management Corp. /CT/ | 0.00% | No change | 15 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 13 | $2K |
| Binnacle Investments Inc | 0.00% | — | 12 | $1K |
| Rossby Financial, LCC | 0.00% | New | 11 | $1K |
| Nemes Rush Group LLC | 0.00% | No change | 9 | $1K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 7 | $836 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $239 |
| Keystone Global Partners, LLC | 0.00% | — | 1 | $120 |
"% of holder's portfolio" is VFH's weight in each manager's 13F, not the share of Vanguard Financials ETF the manager owns.