Vanguard Financials ETFVFHETF
13F holders, Q2 2025 (June 30)706holders +3
60new positions
53sold out
7famous investors
$127.28avg. 13F price*
At the end of Q2 2025, 706 institutions reported holding Vanguard Financials ETF (VFH) in their 13F filings, up 3 from Q1 2025. 60 opened new positions and 53 sold out. The largest holders were Bank of America Corp. ($2.9B), Morgan Stanley ($433.1M) and UBS Group AG ($229.6M). 7 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Vanguard Financials ETF
- CUSIP
- 92204A405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $111.7M |
| Exits | 53 | $93.3M |
All 13F filers, Q1 2025 → Q2 2025: 3,205,185 shares bought and 3,334,103 shares sold, net −128,918 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 706 holders
| Bank of America Corp. | 0.24% | Reduce -0.4% | 22,910,811 | $2.9B |
| Morgan Stanley | 0.03% | Reduce -6.2% | 3,402,528 | $433.1M |
| UBS Group AG | 0.05% | Reduce -5.4% | 1,803,271 | $229.6M |
| Wells Fargo & Company | 0.05% | Add +1.4% | 1,685,150 | $214.5M |
| PGIM Custom Harvest LLC | 3.61% | Add +13.2% | 1,376,276 | $175.2M |
| Raymond James Financial Inc. | 0.05% | Add +0.3% | 1,080,487 | $137.5M |
| Beacon Capital Management, Inc. | 6.65% | Add +197.6% | 1,014,050 | $129.1M |
| FMR LLC | 0.01% | Reduce -3.5% | 1,000,198 | $127.3M |
| Corient Private Wealth LP | 0.15% | Add +606.8% | 880,189 | $112.0M |
| LPL Financial LLC | 0.04% | Add +10.8% | 870,845 | $110.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -5.2% | 818,817 | $104.2M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -30.3% | 723,843 | $92.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.2% | 537,866 | $68.5M |
| Stifel Financial Corp. | 0.06% | Reduce -1.0% | 468,455 | $59.6M |
| Royal Bank of Canada | 0.01% | Reduce -10.3% | 463,318 | $59.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +0.8% | 422,344 | $53.8M |
| Two Sigma Investments, LP | 0.08% | New | 346,000 | $44.0M |
| KCM Investment Advisors LLC | 1.48% | Reduce -1.2% | 343,860 | $43.8M |
| Cetera Investment Advisers | 0.07% | Reduce -26.7% | 343,414 | $43.7M |
| M&T Bank Corp | 0.13% | Reduce -13.1% | 307,655 | $39.2M |
| Osaic Holdings, Inc. | 0.07% | Add +10.3% | 296,678 | $37.7M |
| Theory Financial LLC | 11.59% | Add +39.0% | 239,151 | $30.6M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -3.3% | 231,410 | $29.5M |
| Rockefeller Capital Management L.P. | 0.06% | Add +7.6% | 231,338 | $29.4M |
| Synovus Financial Corp. | 0.34% | Reduce -0.6% | 215,975 | $27.5M |
| Tiff Advisory Services, LLC | 6.44% | No change | 213,451 | $27.2M |
| Commonwealth Equity Services, LLC | 0.03% | Add +16.1% | 201,001 | $25.6M |
| TD Waterhouse Canada Inc. | 0.17% | Reduce -7.6% | 182,957 | $23.4M |
| Lido Advisors, LLC | 0.12% | Add +0.4% | 174,274 | $22.2M |
| MML Investors Services, LLC | 0.06% | Reduce -6.2% | 158,002 | $20.1M |
| Captrust Financial Advisors | 0.04% | Reduce -2.0% | 149,141 | $19.0M |
| Cedar Mountain Advisors, LLC | 3.90% | Add +0.9% | 147,534 | $18.8M |
| Full Sail Capital, LLC | 1.08% | Add +1.5% | 147,311 | $18.8M |
| Edmond DE Rothschild Holding S.A. | 0.28% | No change | 139,712 | $17.8M |
| Janney Montgomery Scott LLC | 0.05% | Add +3.1% | 138,670 | $17.7M |
| Trust Co. of Oklahoma | 5.56% | Reduce -0.6% | 137,191 | $17.5M |
| CMH Wealth Management LLC | 3.97% | Reduce -1.0% | 133,988 | $17.1M |
| Ayalon Insurance Comp Ltd. | 4.71% | No change | 128,081 | $16.3M |
| HighTower Advisors, LLC | 0.02% | Add +4.7% | 126,724 | $16.1M |
| Mariner, LLC | 0.02% | Add +9.1% | 116,799 | $14.9M |
| Sanctuary Advisors, LLC | 0.09% | Add +5.0% | 114,706 | $14.6M |
| Truist Financial Corp. | 0.02% | Reduce -14.8% | 114,044 | $14.5M |
| WBH Advisory Inc. | 1.24% | Reduce -1.7% | 114,037 | $14.5M |
| MassMutual Private Wealth & Trust, FSB | 0.38% | Add +3.3% | 112,498 | $14.3M |
| Searcy Financial Services Inc. | 5.72% | Add +0.6% | 110,480 | $14.1M |
| Thrivent Financial for Lutherans | 0.03% | New | 106,001 | $13.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.1% | 103,650 | $13.4M |
| Winthrop Capital Management, LLC | 3.38% | Add +5.0% | 104,994 | $13.4M |
| Bordeaux Wealth Advisors LLC | 1.71% | Reduce -0.3% | 104,677 | $13.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.0% | 103,408 | $13.2M |
| Avantax Advisory Services, Inc. | 0.07% | Reduce -28.9% | 102,976 | $13.1M |
| Exchange Capital Management, Inc. | 1.90% | Reduce -0.1% | 100,023 | $12.7M |
| Allen Investment Management, LLC | 0.13% | No change | 95,861 | $12.2M |
| Marmo Financial Group, LLC | 6.00% | Add +1.6% | 94,553 | $12.0M |
| Fifth Third Bancorp | 0.04% | Reduce -2.9% | 92,960 | $11.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -9.3% | 91,447 | $11.6M |
| Barings LLC | 0.27% | Reduce -49.9% | 88,974 | $11.3M |
| Cresset Asset Management, LLC | 0.05% | Reduce -12.5% | 85,094 | $10.8M |
| Northeast Financial Consultants Inc | 0.42% | No change | 80,761 | $10.3M |
| Atlas Capital Advisors Inc. | 1.21% | Reduce -3.4% | 77,513 | $9.9M |
| Creative Planning | 0.01% | Reduce -1.9% | 77,418 | $9.9M |
| Chai Trust Co. LLC | 0.60% | Add +0.4% | 77,163 | $9.8M |
| Calton & Associates, Inc. | 1.69% | New | 76,976 | $9.8M |
| Assetmark, Inc. | 0.02% | Add +219.5% | 76,063 | $9.7M |
| Wheelhouse Advisory Group LLC | 4.53% | Add +3.0% | 72,127 | $9.2M |
| Hamilton Wealth, LLC | 2.05% | Reduce -53.4% | 71,939 | $9.2M |
| Atria Wealth Solutions, Inc. | 0.20% | Reduce -25.0% | 70,760 | $9.1M |
| Cavalier Investments, LLC | 2.59% | Reduce -2.0% | 67,254 | $8.6M |
| AlphaCore Capital LLC | 0.32% | Add +4880.8% | 66,793 | $8.5M |
| Private Advisor Group, LLC | 0.04% | Add +52.6% | 64,574 | $8.2M |
| AE Wealth Management LLC | 0.06% | Add +7.5% | 64,093 | $8.2M |
| Summit Financial, LLC | 0.18% | Add +7.1% | 61,367 | $7.8M |
| Hancock Whitney Corp. | 0.15% | New | 61,339 | $7.8M |
| LCM Capital Management Inc | 4.05% | Add +0.5% | 61,159 | $7.8M |
| Founders Grove Wealth Partners, LLC | 1.89% | Add +0.5% | 59,265 | $7.5M |
| Robertson Stephens Wealth Management, LLC | 0.26% | Reduce -1.5% | 58,836 | $7.5M |
| Richmond Brothers, Inc. | 4.81% | Reduce -15.8% | 57,714 | $7.3M |
| Curran Financial Partners, LLC | 1.52% | New | 54,121 | $6.9M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +93.5% | 53,293 | $6.8M |
| GAMCO Investors | 0.07% | New | 53,181 | $6.8M |
| Madison Asset Management, LLC | 0.07% | Add +1.7% | 52,625 | $6.7M |
| Financial Freedom, LLC | 3.59% | Reduce -2.6% | 52,373 | $6.7M |
| Estate Counselors, LLC | 0.64% | Reduce -68.7% | 50,980 | $6.5M |
| Jones Financial Companies LLLP | 0.00% | Add +37.0% | 50,799 | $6.4M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -33.0% | 50,314 | $6.4M |
| Gibraltar Capital Management, Inc. | 1.25% | No change | 50,190 | $6.4M |
| Natixis Advisors, LLC | 0.01% | Add +0.9% | 48,458 | $6.2M |
| Integrated Wealth Concepts LLC | 0.06% | Add +0.5% | 47,994 | $6.1M |
| SOL Capital Management CO | 0.59% | Reduce -0.8% | 47,415 | $6.0M |
| WFA Asset Management Corp | 3.40% | Reduce -22.6% | 60,208 | $6.0M |
| Frank, Rimerman Advisors LLC | 0.40% | Add +3.3% | 47,074 | $6.0M |
| Wall Street Financial Group, Inc. | 5.36% | Reduce -33.4% | 46,632 | $5.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -20.0% | 46,059 | $5.9M |
| Comerica Bank | 0.02% | Reduce -0.8% | 45,779 | $5.8M |
| Merit Financial Group, LLC | 0.06% | Add +1.8% | 45,395 | $5.8M |
| BTG Pactual Asset Management US LLC | 0.76% | Add +1.1% | 44,046 | $5.6M |
| Johnson Investment Counsel Inc. | 0.05% | Add +1.9% | 43,560 | $5.5M |
| Penobscot Wealth Management | 1.96% | Add +11.9% | 43,103 | $5.5M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Add +0.0% | 42,788 | $5.4M |
| Kingsview Wealth Management, LLC | 0.09% | Add +1471.4% | 42,711 | $5.4M |
| Invst, LLC | 0.66% | Reduce -21.1% | 41,728 | $5.3M |
| CW Advisors, LLC | 0.05% | Add +27.1% | 41,103 | $5.2M |
| LMG Wealth Partners, LLC | 1.06% | Reduce -0.9% | 40,493 | $5.2M |
| Concurrent Investment Advisors, LLC | 0.10% | Reduce -0.1% | 39,765 | $5.1M |
| Main Management LLC | 0.39% | Add +0.2% | 39,430 | $5.0M |
| Exchange Traded Concepts, LLC | 0.06% | Reduce -19.9% | 38,212 | $4.9M |
| Principal Securities, Inc. | 0.09% | Reduce -65.4% | 37,377 | $4.8M |
| Pathstone Holdings, LLC | 0.02% | Reduce -6.9% | 36,456 | $4.6M |
| NORTHSTAR ASSET MANAGEMENT Co | 1.06% | Reduce -2.1% | 36,351 | $4.6M |
| Argentarii, LLC | 2.03% | Reduce -0.2% | 34,700 | $4.4M |
| Quaker Wealth Management, LLC | 1.47% | — | 34,440 | $4.4M |
| Silver Coast Investments LLC | 1.56% | Add +56.0% | 33,759 | $4.3M |
| NRI Wealth Management LC | 2.58% | Add +9.2% | 33,621 | $4.3M |
| North Forty Two & Co. | 4.46% | Reduce -0.3% | 32,997 | $4.2M |
| Anchor Investment Management, LLC | 0.36% | Reduce -2.8% | 32,340 | $4.1M |
| Foundations Investment Advisors, LLC | 0.06% | Add +4.5% | 31,936 | $4.1M |
| MAI Capital Management | 0.03% | Reduce -5.6% | 31,208 | $4.0M |
| Tranquilli Financial Advisor LLC | 2.43% | Reduce -36.5% | 30,775 | $3.9M |
| Cascade Financial Partners, LLC | 0.47% | Reduce -4.0% | 30,569 | $3.9M |
| Park National Corp. | 0.13% | Reduce -4.4% | 30,036 | $3.8M |
| First Financial Corp. | 1.70% | Reduce -0.5% | 29,929 | $3.8M |
| Berkeley Capital Partners, LLC | 0.95% | New | 29,496 | $3.8M |
| Focus Financial Network, Inc. | 0.15% | Add +2.9% | 29,353 | $3.7M |
| Gladstone Institutional Advisory LLC | 0.15% | Add +1.9% | 28,863 | $3.7M |
| Atria Investments, Inc | 0.04% | Reduce -35.5% | 28,724 | $3.7M |
| Northern Trust Corp. | 0.00% | Add +2.4% | 28,183 | $3.6M |
| Axiom Financial Strategies, LLC | 2.00% | Reduce -0.3% | 28,156 | $3.6M |
| Equitable Holdings, Inc. | 0.03% | Add +6.6% | 28,062 | $3.6M |
| Advisors Capital Management, LLC | 0.05% | Add +0.2% | 28,000 | $3.6M |
| Altura Wealth Advisors Inc. | 1.98% | Add +0.3% | 27,837 | $3.5M |
| City State Bank | 1.11% | Reduce -1.9% | 27,799 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +5.4% | 26,979 | $3.4M |
| Allworth Financial LP | 0.02% | Add +1.1% | 26,924 | $3.4M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -3.5% | 26,902 | $3.4M |
| IHT Wealth Management, LLC | 0.09% | Reduce -8.9% | 26,720 | $3.4M |
| Bokf, NA | 0.05% | Reduce -2.5% | 26,354 | $3.4M |
| Quantinno Capital Management LP | 0.01% | Add +27.0% | 26,285 | $3.3M |
| Waverly Advisors, LLC | 0.04% | Add +0.4% | 26,149 | $3.3M |
| Tandem Wealth Advisors LLC | 1.64% | Add +3.0% | 26,050 | $3.3M |
| Advisory Services Network, LLC | 0.05% | Add +5.1% | 25,795 | $3.3M |
| Transatlantique Private Wealth LLC | 1.20% | Add +7.0% | 25,699 | $3.3M |
| Joule Financial, LLC | 1.06% | Add +2.6% | 25,690 | $3.3M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -0.8% | 23,512 | $3.0M |
| Trinity Legacy Partners, LLC | 0.72% | Reduce -0.7% | 23,324 | $3.0M |
| Cerity Partners LLC | 0.01% | Add +8.4% | 22,736 | $2.9M |
| Novare Capital Management LLC | 0.23% | Reduce -0.4% | 22,322 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Add +8.8% | 22,287 | $2.8M |
| Praetorian Wealth Management, Inc. | 0.65% | Add +1.2% | 22,199 | $2.8M |
| O'ROURKE & COMPANY, Inc | 1.31% | Reduce -1.5% | 22,062 | $2.8M |
| Semmax Financial Advisors Inc. | 0.71% | Add +19.3% | 21,911 | $2.8M |
| NorthCrest Asset Manangement, LLC | 0.07% | Reduce -2.9% | 21,171 | $2.7M |
| Keybank National Association | 0.01% | Add +420.1% | 21,433 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +6.9% | 21,268 | $2.7M |
| Clear Creek Financial Management, LLC | 0.25% | New | 20,620 | $2.6M |
| D.A. Davidson & Co. | 0.02% | Add +5.7% | 20,187 | $2.6M |
| Fifth Third Securities, Inc. | 0.19% | Add +16.0% | 19,834 | $2.5M |
| Horizon Family Wealth, Inc. | 1.54% | Add +45.5% | 19,783 | $2.5M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +2.8% | 19,668 | $2.5M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +173.9% | 19,667 | $2.5M |
| MontVue Capital Management, Inc. | 1.71% | No change | 18,889 | $2.4M |
| Essex Financial Services, Inc. | 0.16% | Add +1.2% | 18,888 | $2.4M |
| O'Dell Group, LLC | 0.60% | New | 18,798 | $2.4M |
| Glenmede Investment Management, LP | 0.01% | — | 18,570 | $2.4M |
| Avion Wealth | 0.53% | Reduce -6.6% | 18,221 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -5.8% | 18,071 | $2.3M |
| Harbour Investment Management LLC | 0.99% | Reduce -2.9% | 18,053 | $2.3M |
| GWN Securities Inc. | 0.43% | Reduce -84.9% | 18,008 | $2.3M |
| Transcend Capital Advisors, LLC | 0.18% | Reduce -1.9% | 17,836 | $2.3M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +1.8% | 17,821 | $2.3M |
| Blair William & Co. | 0.01% | Add +68.6% | 17,497 | $2.2M |
| Aspen Grove Capital, LLC | 0.37% | Add +0.4% | 17,319 | $2.2M |
| Raab & Moskowitz Asset Management LLC | 0.51% | Reduce -4.8% | 16,939 | $2.2M |
| Royal Fund Management, LLC | 0.22% | Add +2.6% | 16,495 | $2.1M |
| Citigroup Inc. | 0.00% | Add +8.0% | 16,506 | $2.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.78% | Reduce -1.2% | 16,414 | $2.1M |
| SCS Capital Management LLC | 0.02% | Reduce -12.0% | 16,386 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.9% | 16,328 | $2.1M |
| Apexium Financial, LP | 0.11% | No change | 16,285 | $2.1M |
| Terra Nova Asset Management LLC | 1.44% | Reduce -0.4% | 16,183 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +2.2% | 16,117 | $2.1M |
| Ameritas Advisory Services, LLC | 0.10% | Reduce -17.4% | 15,236 | $1.9M |
| Idaho Trust Co | 0.68% | Reduce -12.8% | 15,018 | $1.9M |
| Kennicott Capital Management LLC | 1.05% | No change | 14,510 | $1.8M |
| Disciplined Investors, L.L.C. | 1.44% | Add +0.5% | 14,508 | $1.8M |
| Fiduciary Trust Co | 0.02% | Reduce -1.9% | 14,462 | $1.8M |
| Parallel Advisors, LLC | 0.04% | Reduce -3.0% | 14,277 | $1.8M |
| Hershey Financial Advisers, LLC | 1.57% | — | 13,759 | $1.8M |
| Krilogy Financial LLC | 0.10% | Reduce -6.2% | 13,727 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.0% | 13,685 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +30.1% | 13,651 | $1.7M |
| Evanson Asset Management, LLC | 0.11% | Reduce -0.4% | 13,617 | $1.7M |
| Bank of Marin | 1.30% | New | 13,486 | $1.7M |
| Prospera Financial Services Inc | 0.03% | Reduce -1.1% | 13,347 | $1.7M |
| Sharper & Granite LLC | 0.63% | Reduce -1.0% | 12,901 | $1.7M |
| One Charles Private Wealth Services, LLC | 0.46% | Add +3.9% | 12,832 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.8% | 12,769 | $1.6M |
| Gotham Asset Management | 0.01% | No change | 12,609 | $1.6M |
| Bigelow Investment Advisors, LLC | 0.70% | Add +5.8% | 12,506 | $1.6M |
| Magnus Financial Group LLC | 0.14% | Add +0.2% | 12,484 | $1.6M |
| Private Wealth Advisors, LLC | 0.62% | Add +4.2% | 12,451 | $1.6M |
| Obsidian Cio, LLC | 0.23% | Add +221.6% | 12,396 | $1.6M |
| Manchester Capital Management LLC | 0.21% | Reduce -0.9% | 12,268 | $1.6M |
| Independent Financial Group, LLC | 0.04% | Add +5.3% | 12,236 | $1.6M |
| GoalVest Advisory LLC | 0.38% | Add +0.5% | 12,119 | $1.5M |
| Evolution Wealth Advisors, LLC | 0.22% | Add +0.0% | 12,048 | $1.5M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -3.5% | 12,038 | $1.5M |
| Brighton Jones LLC | 0.04% | Add +0.5% | 12,033 | $1.5M |
| RBA Wealth Management, LLC | 0.57% | Add +4.6% | 11,969 | $1.5M |
| Cladis Investment Advisory, LLC | 0.95% | No change | 11,889 | $1.5M |
| Mission Wealth Management, LP | 0.03% | Add +11.5% | 11,466 | $1.5M |
| Keebeck Wealth Management | 0.19% | No change | 11,465 | $1.5M |
| Wealthcare Capital Partners, LLC | 0.73% | Add +3.7% | 11,442 | $1.5M |
| World Investment Advisors | 0.03% | Add +44.5% | 11,418 | $1.5M |
| Institute for Wealth Management, LLC. | 0.16% | Reduce -0.4% | 11,417 | $1.5M |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -0.3% | 11,257 | $1.4M |
| Neuberger Berman Group LLC | 0.00% | Add +0.0% | 11,250 | $1.4M |
| Fischer Financial Services, Inc. | 0.41% | Reduce -4.1% | 11,190 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -34.2% | 11,007 | $1.4M |
| AQR Capital Management | 0.00% | Add +171.8% | 10,979 | $1.4M |
| Choreo, LLC | 0.02% | Reduce -6.2% | 10,807 | $1.4M |
| Harbour Investments, Inc. | 0.03% | Add +14.3% | 10,760 | $1.4M |
| Ingalls & Snyder LLC | 0.05% | Reduce -17.5% | 10,614 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Add +3.6% | 10,276 | $1.3M |
| Stratos Wealth Advisors, LLC | 0.07% | Reduce -2.5% | 10,265 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -4.6% | 10,258 | $1.3M |
| Bank of Montreal | 0.00% | Reduce -6.3% | 10,184 | $1.3M |
| Elevation Capital Advisory, LLC | 0.52% | Reduce -12.5% | 10,113 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +46.1% | 10,052 | $1.3M |
| Ipsen Advisor Group LLC | 0.97% | Reduce -0.0% | 9,995 | $1.3M |
| Cibc World Market Inc. | 0.00% | Reduce -6.1% | 9,943 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Add +2.4% | 9,920 | $1.3M |
| Bailard, Inc. | 0.03% | Add +12.2% | 9,884 | $1.3M |
| Wealth Alliance, LLC | 0.14% | Reduce -2.3% | 9,754 | $1.2M |
| Wealth Management Associates, Inc. | 0.48% | Add +0.2% | 9,744 | $1.2M |
| Qube Research & Technologies Ltd | 0.00% | Add +1765.2% | 9,587 | $1.2M |
| Principle Wealth Partners LLC | 0.08% | No change | 9,566 | $1.2M |
| Consolidated Portfolio Review Corp | 0.17% | Reduce -9.0% | 9,548 | $1.2M |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -57.2% | 9,520 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Reduce -0.7% | 9,500 | $1.2M |
| BlackRock, Inc. | 0.00% | Reduce -47.3% | 9,378 | $1.2M |
| Nova Wealth Management, Inc. | 0.88% | Add +21.5% | 9,360 | $1.2M |
| KDK Private Wealth Management, LLC | 1.27% | Reduce -0.5% | 9,324 | $1.2M |
| Elm Partners Management LLC | 0.07% | Add +28.9% | 9,231 | $1.2M |
| Hopwood Financial Services, Inc. | 0.92% | Reduce -3.7% | 9,216 | $1.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +34.0% | 9,215 | $1.2M |
| 17 Capital Partners, LLC | 0.65% | Add +13.7% | 8,888 | $1.1M |
| CWA Asset Management Group, LLC | 0.05% | Add +1.6% | 8,786 | $1.1M |
| &partners | 0.01% | Add +2.4% | 8,785 | $1.1M |
| Strategic Investment Solutions, Inc. | 0.33% | New | 8,589 | $1.1M |
| Debussy Capital Management LP | 0.16% | Add +6.3% | 8,580 | $1.1M |
| Gryphon Financial Partners LLC | 0.14% | No change | 8,555 | $1.1M |
| Woodward Diversified Capital, LLC | 0.54% | Add +53.4% | 8,380 | $1.1M |
| Western Wealth Management, LLC | 0.06% | Reduce -1.0% | 8,267 | $1.1M |
| Bessemer Group Inc. | 0.00% | Reduce -3.6% | 8,225 | $1.0M |
| Renaissance Technologies | 0.00% | New | 8,200 | $1.0M |
| Cornerstone Wealth Management, LLC | 0.06% | Add +3.3% | 8,163 | $1.0M |
| US Bancorp \de | 0.00% | Add +29.6% | 8,089 | $1.0M |
| Houlihan Financial Resource Group, Ltd. | 0.42% | Add +0.0% | 8,037 | $1.0M |
| Pension & Wealth Management Advisors, Inc. | 0.34% | No change | 8,004 | $1.0M |
| EP Wealth Advisors, LLC | 0.01% | Add +6.9% | 7,914 | $1.0M |
| Dorsey & Whitney Trust CO LLC | 0.05% | Add +11.4% | 7,800 | $993K |
| Valmark Advisers, Inc. | 0.01% | Reduce -5.5% | 7,775 | $990K |
| Yukon Wealth Management, Inc. | 0.35% | Add +6.2% | 7,701 | $980K |
| Claris Financial LLC | 0.74% | Reduce -1.9% | 7,698 | $980K |
| Tiaa Trust, National Association | 0.00% | Reduce -8.5% | 7,586 | $966K |
| Tudor Investment Corporation | 0.01% | New | 7,515 | $957K |
| Clearstead Advisors, LLC | 0.01% | Add +0.0% | 7,500 | $955K |
| Community Bank, N.A. | 0.13% | Reduce -5.7% | 7,490 | $953K |
| First PREMIER Bank | 0.23% | No change | 7,480 | $952K |
| Westside Investment Management, Inc. | 0.18% | Add +0.7% | 7,427 | $946K |
| Checchi Capital Advisers, LLC | 0.06% | Reduce -5.4% | 7,313 | $931K |
| Ascent Group, LLC | 0.04% | No change | 7,302 | $930K |
| BLB&B Advisors, LLC | 0.04% | Reduce -26.7% | 7,286 | $928K |
| WP Advisors, LLC | 0.25% | Add +0.4% | 7,164 | $912K |
| Cahill Financial Advisors Inc. | 0.11% | Add +18.8% | 7,127 | $907K |
| Marble Harbor Investment Counsel, LLC | 0.10% | No change | 6,850 | $872K |
| Baker Ellis Asset Management LLC | 0.12% | No change | 6,810 | $867K |
| White Lighthouse Investment Management Inc. | 0.14% | Add +7.5% | 6,793 | $865K |
| Citizens Financial Group Inc. | 0.01% | Add +0.3% | 6,754 | $860K |
| Commerce Bank | 0.01% | Add +43.4% | 6,752 | $860K |
| Saxon Interests, Inc. | 0.40% | No change | 7,190 | $859K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 6,732 | $857K |
| Birchcreek Wealth Management, LLC | 0.48% | Add +3.1% | 6,725 | $856K |
| Valeo Financial Advisors, LLC | 0.02% | New | 6,725 | $856K |
| Howard Wealth Management, LLC | 0.43% | Reduce -0.4% | 6,701 | $853K |
| Trust Co. of Vermont | 0.04% | Reduce -11.5% | 6,677 | $850K |
| Wealthspire Retirement, LLC | 0.06% | Add +1.8% | 6,674 | $850K |
| Brown Advisory Inc. | 0.00% | Add +8.8% | 6,664 | $848K |
| Belpointe Asset Management LLC | 0.04% | Add +82.6% | 6,639 | $845K |
| Focus Partners Wealth | 0.00% | Reduce -15.7% | 6,595 | $840K |
| Pure Financial Advisors, LLC | 0.01% | Add +24.3% | 6,537 | $832K |
| Premier Path Wealth Partners, LLC | 0.11% | Reduce -1.4% | 6,391 | $814K |
| Freestone Capital Holdings, LLC | 0.03% | Add +22.5% | 6,387 | $813K |
| Brookstone Capital Management | 0.01% | Reduce -20.6% | 6,357 | $809K |
| Pinion Investment Advisors, LLC | 0.28% | Reduce -1.7% | 6,305 | $803K |
| Quantitative Investment Management, LLC | 0.11% | Reduce -50.5% | 6,279 | $799K |
| McGuire Investment Group, LLC | 0.10% | Add +6.5% | 6,174 | $786K |
| Hardy Reed LLC | 0.06% | No change | 6,170 | $785K |
| Safeguard Investment Advisory Group, LLC | 0.19% | Add +0.7% | 6,126 | $780K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +0.2% | 6,104 | $777K |
| Brandywine Oak Private Wealth LLC | 0.07% | Reduce -3.7% | 6,101 | $777K |
| Centaurus Financial, Inc. | 0.04% | Add +3.9% | 6,052 | $770K |
| Liberty Wealth Management LLC | 0.12% | Reduce -54.1% | 6,008 | $765K |
| Morris Financial Concepts, Inc. | 0.30% | No change | 6,006 | $765K |
| DAVENPORT & Co LLC | 0.00% | Add +162.2% | 5,963 | $759K |
| Blackston Financial Advisory Group, LLC | 0.47% | No change | 5,893 | $750K |
| Matisse Capital | 0.35% | No change | 5,871 | $747K |
| Harrell Investment Partners, LLC | 0.19% | New | 5,855 | $745K |
| Tyler-Stone Wealth Management | 0.12% | Add +0.3% | 5,819 | $741K |
| Vanguard Group Inc. | 0.00% | Add +3.7% | 5,811 | $740K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -14.6% | 5,780 | $736K |
| Invictus Private Wealth, LLC | 0.05% | No change | 5,770 | $735K |
| Retirement Planning Group, LLC | 0.03% | Reduce -6.5% | 5,720 | $728K |
| Dagco, Inc. | 0.20% | Reduce -4.0% | 5,713 | $727K |
| Sigma Planning Corp | 0.02% | Reduce -13.0% | 5,709 | $727K |
| Bogart Wealth, LLC | 0.03% | No change | 5,667 | $721K |
| Waldron Private Wealth LLC | 0.03% | Add +0.4% | 5,616 | $715K |
| Ifrah Financial Services, Inc. | 0.19% | Reduce -1.1% | 5,595 | $712K |
| Avantax Planning Partners, Inc. | 0.02% | Add +16.2% | 5,482 | $698K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -17.0% | 5,437 | $692K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -0.5% | 5,365 | $683K |
| Wealthstar Advisors, LLC | 0.26% | Add +0.1% | 5,353 | $681K |
| Long Island Wealth Management, Inc. | 0.35% | Add +0.1% | 5,268 | $671K |
| Williams & Novak, LLC | 0.56% | No change | 5,215 | $664K |
| Compass Financial Group, INC | 0.11% | Reduce -0.9% | 5,180 | $659K |
| Evergreen Capital Management LLC | 0.02% | Add +0.1% | 5,096 | $649K |
| Focused Wealth Management, Inc | 0.08% | Add +51.8% | 5,065 | $645K |
| Evoke Wealth, LLC | 0.01% | No change | 5,013 | $638K |
| Stephens Inc. | 0.01% | Add +0.0% | 5,007 | $637K |
| Lewis Asset Management, LLC | 0.30% | Add +3.8% | 4,956 | $631K |
| ZynergyRetirementPlanningLLC | 0.42% | Reduce -2.8% | 4,951 | $630K |
| JBR Co Financial Management Inc | 0.31% | No change | 4,940 | $629K |
| Mystic Asset Management, Inc. | 0.15% | Reduce -0.5% | 4,869 | $620K |
| Venture Visionary Partners LLC | 0.02% | Reduce -3.4% | 4,823 | $614K |
| Mainsail Asset Management, LLC | 0.38% | No change | 4,813 | $613K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -1.2% | 4,794 | $610K |
| Carl P. Sherr & Co., LLC | 0.31% | Reduce -7.9% | 4,777 | $608K |
| Beacon Capital Management, LLC | 0.08% | Reduce -23.4% | 4,771 | $607K |
| Agf Management Ltd. | 0.00% | No change | 4,740 | $603K |
| Tudor Financial Inc. | 0.34% | Reduce -17.3% | 4,739 | $603K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.0% | 4,727 | $602K |
| Founders Financial Alliance, LLC | 0.14% | Add +0.3% | 4,712 | $600K |
| Optima Capital LLC | 0.32% | Reduce -41.8% | 4,628 | $589K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.6% | 4,627 | $589K |
| Mosaic Financial Group, LLC | 0.45% | Add +0.1% | 4,615 | $587K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -4.6% | 4,605 | $586K |
| Hanover Advisors Inc. | 0.24% | Reduce -3.6% | 4,561 | $581K |
| N.E.W. Advisory Services LLC | 0.06% | Add +1.1% | 4,537 | $578K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -2.8% | 4,515 | $575K |
| Petredis Investment Advisors LLC | 0.05% | No change | 4,513 | $575K |
| Winch Advisory Services, LLC | 0.14% | Add +0.4% | 4,503 | $573K |
| HB Wealth Management, LLC | 0.00% | Reduce -35.4% | 4,489 | $571K |
| IFG Advisory, LLC | 0.03% | Add +0.0% | 4,482 | $571K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -0.5% | 4,431 | $564K |
| Family Capital Management, Inc. | 0.29% | No change | 4,410 | $561K |
| Ieq Capital, LLC | 0.00% | Add +0.0% | 4,392 | $559K |
| Mainstream Capital Management LLC | 0.40% | No change | 4,355 | $554K |
| Capital Management Associates, Inc | 0.18% | New | 4,342 | $553K |
| Hirtle & Co., LLC | 0.02% | No change | 4,327 | $551K |
| Simmons Bank | 0.04% | No change | 4,317 | $550K |
| Ibex Wealth Advisors | 0.06% | New | 4,300 | $547K |
| Gentry Private Wealth, LLC | 0.41% | Add +0.7% | 4,259 | $542K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -2.3% | 4,252 | $541K |
| Waters Parkerson & Co., LLC | 0.03% | Reduce -4.5% | 4,250 | $541K |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.4% | 4,244 | $540K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.5% | 4,229 | $538K |
| Hilltop Holdings Inc. | 0.03% | Reduce -13.9% | 4,219 | $537K |
| NorthCoast Asset Management LLC | 0.00% | Add +21.0% | 4,195 | $534K |
| StoneX Group Inc. | 0.03% | New | 4,186 | $533K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -6.7% | 4,154 | $529K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -19.3% | 4,128 | $526K |
| Graypoint LLC | 0.03% | No change | 4,055 | $516K |
| QRG Capital Management, Inc. | 0.00% | Reduce -6.9% | 4,017 | $511K |
| Salomon & Ludwin, LLC | 0.05% | Reduce -2.2% | 3,971 | $510K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +18.6% | 3,996 | $509K |
| Keel Point, LLC | 0.03% | Add +100.5% | 3,996 | $509K |
| Empower Advisory Group, LLC | 0.00% | Add +18.8% | 3,964 | $505K |
| PFG Advisors | 0.02% | Add +2.3% | 3,960 | $504K |
| Fiduciary Alliance LLC | 0.04% | New | 3,880 | $494K |
| Intrust Bank NA | 0.04% | New | 3,877 | $494K |
| Berger Financial Group, Inc | 0.03% | Add +0.3% | 3,872 | $493K |
| Novak & Powell Financial Services, Inc. | 0.34% | Reduce -72.3% | 3,870 | $493K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +6.5% | 3,856 | $491K |
| Allied Investment Advisors, LLC | 0.09% | No change | 3,830 | $488K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -3.5% | 3,826 | $487K |
| Florida Financial Advisors, LLC | 0.12% | Reduce -8.5% | 3,814 | $485K |
| Panoramic Investment Advisors, LLC | 0.30% | Reduce -13.9% | 3,813 | $485K |
| Redwood Financial Network Corp | 0.33% | Reduce -0.5% | 3,798 | $483K |
| Montag A & Associates Inc. | 0.02% | No change | 3,728 | $475K |
| Citadel Advisors | 0.00% | Reduce -85.2% | 3,728 | $475K |
| Brookwood Investment Group LLC | 0.08% | Reduce -19.3% | 3,707 | $472K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -29.4% | 3,684 | $469K |
| tru Independence LLC | 0.14% | Add +0.4% | 3,670 | $467K |
| First Heartland Consultants, Inc. | 0.04% | Add +27.8% | 3,664 | $466K |
| Spreng Capital Management, Inc. | 0.20% | No change | 3,612 | $460K |
| Elite Financial, Inc. | 0.22% | Add +10.9% | 3,609 | $457K |
| Wedmont Private Capital | 0.02% | Reduce -15.0% | 3,555 | $455K |
| Aegis Wealth Management LLC | 0.27% | No change | 3,800 | $454K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +3.3% | 3,540 | $451K |
| Capital Investment Advisors, LLC | 0.01% | Add +32.9% | 3,531 | $450K |
| Compass Ion Advisors, LLC | 0.05% | Reduce -4.5% | 3,482 | $443K |
| Bison Wealth, LLC | 0.03% | New | 3,423 | $436K |
| Global Trust Asset Management, LLC | 0.23% | Add +42.9% | 3,415 | $435K |
| Westfuller Advisors, LLC | 0.25% | Add +0.2% | 3,404 | $433K |
| Galvin, Gaustad & Stein, LLC | 0.04% | No change | 3,368 | $429K |
| Savant Capital, LLC | 0.00% | Add +54.4% | 3,368 | $429K |
| Rothschild Wealth LLC | 0.10% | Reduce -1.1% | 3,357 | $427K |
| Benjamin Edwards Inc. | 0.01% | Add +5.1% | 3,312 | $422K |
| Vista Investment Management | 0.16% | No change | 3,310 | $421K |
| Mayflower Financial Advisors, LLC | 0.06% | No change | 3,300 | $420K |
| Arrowroot Family Office, LLC | 0.19% | — | 3,293 | $419K |
| TD Private Client Wealth LLC | 0.01% | Add +5.5% | 3,252 | $414K |
| Maltin Wealth Management, Inc. | 0.18% | Reduce -4.2% | 3,187 | $406K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.3% | 3,165 | $403K |
| Dakota Wealth Management | 0.01% | Add +0.0% | 3,152 | $401K |
| Black Diamond Financial, LLC | 0.06% | No change | 3,150 | $401K |
| Creekside Partners | 0.19% | No change | 3,138 | $399K |
| Modern Wealth Management, LLC | 0.01% | Reduce -17.5% | 3,128 | $398K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -8.1% | 3,095 | $394K |
| Park Avenue Securities LLC | 0.00% | Reduce -59.0% | 3,075 | $391K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.2% | 3,015 | $391K |
| Vickerman Investment Advisors, Inc. | 0.08% | Reduce -53.4% | 3,000 | $382K |
| Strategic Wealth Partners, Ltd. | 0.03% | — | 2,992 | $381K |
| Kovack Advisors, Inc. | 0.04% | Reduce -1.7% | 2,952 | $376K |
| Bluesphere Advisors LLC | 0.19% | Reduce -30.1% | 2,945 | $375K |
| Amplius Wealth Advisors, LLC | 0.03% | No change | 2,943 | $375K |
| Certified Advisory Corp | 0.04% | Add +0.1% | 2,913 | $371K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -92.5% | 2,855 | $363K |
| Oak Hill Wealth Advisors, LLC | 0.08% | No change | 2,852 | $363K |
| Fisher Asset Management | 0.00% | Reduce -5.9% | 2,841 | $362K |
| Cwm, LLC | 0.00% | Reduce -20.7% | 2,832 | $361K |
| Integral Investment Advisors, Inc. | 0.10% | No change | 2,835 | $361K |
| Marshall Financial Group, LLC | 0.07% | Add +0.3% | 2,803 | $360K |
| Fairfield, Bush & Co. | 0.20% | Reduce -3.2% | 2,823 | $359K |
| Mustard Seed Financial, LLC | 0.26% | No change | 2,800 | $356K |
| James J. Burns & Company, LLC | 0.06% | Add +17.8% | 2,766 | $352K |
| Solidarity Wealth, LLC | 0.08% | No change | 2,761 | $351K |
| National Bank of Canada | 0.00% | No change | 2,752 | $350K |
| Bouchey Financial Group, Ltd. | 0.03% | No change | 2,721 | $346K |
| Retirement Planning Co of New England, Inc. | 0.15% | Reduce -0.1% | 2,707 | $345K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -3.0% | 2,706 | $344K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -0.5% | 2,701 | $344K |
| Breakwater Capital Group | 0.06% | No change | 2,700 | $344K |
| Collaborative Wealth Managment Inc. | 0.15% | Reduce -10.4% | 2,680 | $341K |
| Hoxton Planning & Management, LLC | 0.12% | Reduce -6.7% | 2,616 | $333K |
| Interchange Capital Partners, LLC | 0.08% | Reduce -4.5% | 2,593 | $330K |
| Mgo One Seven LLC | 0.01% | New | 2,591 | $330K |
| NewEdge Wealth, LLC | 0.01% | Reduce -8.0% | 2,609 | $328K |
| First Trust Advisors LP | 0.00% | Reduce -4.9% | 2,565 | $327K |
| Wedbush Securities Inc. | 0.01% | Add +3.7% | 2,530 | $322K |
| Capital Square, LLC | 0.17% | Add +3.5% | 2,498 | $318K |
| Apollon Wealth Management, LLC | 0.01% | New | 2,466 | $314K |
| FineMark National Bank & Trust | 0.01% | No change | 2,464 | $314K |
| Coordinated Financial Services, Inc. | 0.22% | — | 2,414 | $307K |
| Courier Capital LLC | 0.02% | No change | 2,414 | $307K |
| PDS Planning, Inc | 0.02% | Add +1.8% | 2,412 | $307K |
| Tanglewood Legacy Advisors, LLC | 0.13% | Add +4.1% | 2,403 | $306K |
| Acropolis Investment Management, LLC | 0.02% | Add +0.2% | 2,391 | $304K |
| RFG Advisory, LLC | 0.01% | Reduce -62.4% | 2,366 | $301K |
| Americana Partners, LLC | 0.01% | Reduce -21.3% | 2,329 | $297K |
| Apollon Financial, LLC | 0.06% | No change | 2,312 | $294K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.2% | 2,288 | $291K |
| RFG - Bristol Wealth Advisors, LLC | 0.09% | Add +1.3% | 2,257 | $287K |
| Chris Bulman Inc | 0.16% | No change | 2,254 | $287K |
| Capital Management Corp. | 0.05% | No change | 2,235 | $285K |
| Joseph P. Lucia & Associates, LLC | 0.11% | Reduce -9.8% | 2,171 | $276K |
| Laurel Wealth Advisors LLC | 0.04% | Add +129.0% | 2,130 | $271K |
| Spirepoint Private Client, LLC | 0.03% | No change | 2,127 | $271K |
| Zhang Financial LLC | 0.01% | No change | 2,114 | $269K |
| Global Retirement Partners, LLC | 0.01% | — | 2,108 | $268K |
| Mutual Advisors, LLC | 0.01% | New | 2,053 | $268K |
| Earned Wealth Advisors, LLC | 0.05% | Add +0.2% | 2,093 | $266K |
| Private Advisory Group LLC | 0.02% | Reduce -2.4% | 2,093 | $266K |
| Medallion Wealth Advisors, LLC | 0.10% | Reduce -0.4% | 2,064 | $263K |
| Mascagni Wealth Management, Inc. | 0.22% | No change | 2,047 | $261K |
| Oldfather Financial Services, LLC | 0.09% | Add +4.3% | 2,047 | $261K |
| Summit Asset Management, LLC | 0.04% | No change | 2,024 | $258K |
| Chapin Davis, Inc. | 0.07% | No change | 2,006 | $255K |
| Moors & Cabot, Inc. | 0.01% | No change | 2,005 | $255K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -5.3% | 2,003 | $255K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -84.7% | 2,000 | $255K |
| Boltwood Capital Management | 0.07% | Add +1.8% | 1,998 | $254K |
| Childress Capital Advisors, LLC | 0.06% | No change | 1,989 | $253K |
| Valley Financial Group, Inc. | 0.15% | Reduce -2.5% | 1,977 | $252K |
| BOS Asset Management, LLC | 0.08% | Add +0.1% | 1,974 | $251K |
| Ellevest, Inc. | 0.04% | No change | 1,968 | $251K |
| Channel Wealth LLC | 0.07% | Reduce -8.7% | 1,957 | $249K |
| NWF Advisory Services Inc. | 0.03% | Add +3.6% | 1,940 | $247K |
| Spectrum Financial Alliance Ltd LLC | 0.07% | No change | 1,949 | $247K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | Add +0.1% | 1,905 | $243K |
| International Assets Investment Management, LLC | 0.02% | Reduce -28.1% | 1,903 | $242K |
| Hollencrest Capital Management | 0.01% | Reduce -11.4% | 1,899 | $242K |
| Foresight Capital Management Advisors, Inc. | 0.14% | No change | 1,882 | $240K |
| Partners Capital Investment Group, LLP | 0.01% | No change | 1,877 | $239K |
| Welch Group, LLC | 0.01% | Add +0.1% | 1,870 | $238K |
| Leo Wealth, LLC | 0.02% | New | 1,865 | $237K |
| CX Institutional | 0.01% | Add +6788.9% | 1,860 | $237K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | No change | 1,851 | $236K |
| Parr McKnight Wealth Management Group, LLC | 0.03% | Add +4.1% | 1,840 | $234K |
| Compass Advisory Group LLC | 0.07% | Add +0.4% | 1,839 | $234K |
| Stonebridge Financial Planning Group, LLC | 0.10% | Reduce -7.6% | 1,834 | $234K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -35.4% | 1,829 | $233K |
| Websterrogers Financial Advisors, LLC | 0.07% | No change | 1,818 | $231K |
| Cadence Bank | 0.02% | No change | 1,808 | $230K |
| Alteri Wealth LLC | 0.09% | Reduce -20.4% | 1,801 | $229K |
| Shepherd Financial Partners LLC | 0.02% | No change | 1,787 | $227K |
| IVC Wealth Advisors LLC | 0.11% | New | 1,785 | $227K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -31.6% | 1,763 | $224K |
| Carnegie Investment Counsel | 0.00% | New | 1,745 | $222K |
| Avior Wealth Management, LLC | 0.01% | Reduce -19.7% | 1,723 | $219K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 1,716 | $218K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -7.4% | 1,706 | $217K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,698 | $216K |
| Hudson Capital Management LLC | 0.06% | New | 1,695 | $216K |
| Advantage Trust Co | 0.11% | No change | 1,689 | $215K |
| Triumph Capital Management | 0.06% | Reduce -9.9% | 1,683 | $214K |
| Tme Financial, Inc. | 0.17% | Reduce -9.3% | 1,677 | $213K |
| Sheets Smith Wealth Management | 0.02% | New | 1,666 | $212K |
| Bridge Creek Capital Management LLC | 0.06% | New | 1,663 | $212K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -9.2% | 1,658 | $211K |
| Inspirion Wealth Advisors, LLC | 0.03% | New | 1,650 | $210K |
| Optimist Retirement Group LLC | 0.10% | Reduce -17.2% | 1,644 | $209K |
| Baker Avenue Asset Management, LP | 0.01% | New | 1,635 | $208K |
| Wealth Architects, LLC | 0.02% | New | 1,625 | $207K |
| Vermillion Wealth Management, Inc. | 0.10% | Add +0.4% | 1,621 | $206K |
| Howard Capital Management, LLC | 0.00% | New | 1,608 | $205K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -12.4% | 1,608 | $205K |
| Royal Harbor Partners, LLC | 0.07% | New | 1,601 | $204K |
| Perennial Investment Advisors, LLC | 0.02% | New | 1,596 | $203K |
| Ritholtz Wealth Management | 0.00% | New | 1,595 | $203K |
| Plancorp, LLC | 0.01% | New | 1,586 | $202K |
| Money Concepts Capital Corp. | 0.01% | New | 1,585 | $202K |
| Global Financial Private Client, LLC | 0.08% | Add +5.7% | 1,585 | $202K |
| Raffa Wealth Management, LLC | 0.04% | No change | 1,555 | $198K |
| Jackson Hole Capital Partners, LLC | 0.04% | No change | 1,530 | $195K |
| Aventus Investment Advisors, Inc. | 0.17% | — | 1,480 | $188K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -37.4% | 1,468 | $187K |
| Private Trust Co. NA | 0.02% | Reduce -0.3% | 1,446 | $184K |
| IFP Advisors, Inc | 0.01% | Reduce -30.3% | 1,428 | $182K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,398 | $178K |
| Whittier Trust Co. | 0.00% | No change | 1,380 | $176K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 1,343 | $171K |
| Aspect Partners, LLC | 0.08% | New | 1,306 | $166K |
| Progressive Investment Management Corp | 0.04% | No change | 1,300 | $165K |
| CoreCap Advisors, LLC | 0.01% | Add +1.0% | 1,288 | $164K |
| Blue Trust, Inc. | 0.00% | Add +49.8% | 1,284 | $163K |
| SouthState Bank Corp | 0.01% | Reduce -56.2% | 1,240 | $158K |
| Independence Bank of Kentucky | 0.02% | No change | 1,236 | $157K |
| Viewpoint Capital Management LLC | 0.08% | No change | 1,217 | $155K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 1,210 | $154K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +1.6% | 1,158 | $147K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,148 | $146K |
| MPWM Advisory Solutions, LLC | 0.09% | No change | 1,140 | $145K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 1,103 | $140K |
| Headlands Technologies LLC | 0.02% | Add +16.8% | 1,103 | $140K |
| Colonial Trust Co / SC | 0.02% | No change | 1,060 | $135K |
| Hurley Capital, LLC | 0.09% | Add +0.4% | 1,053 | $134K |
| Geneos Wealth Management Inc. | 0.00% | Add +39.0% | 1,022 | $130K |
| Glass Jacobson Investment Advisors llc | 0.05% | Add +15.2% | 1,016 | $129K |
| Sound Income Strategies, LLC | 0.01% | Reduce -2.0% | 980 | $125K |
| Park Square Financial Group, LLC | 0.09% | Reduce -22.0% | 954 | $121K |
| Fourth Dimension Wealth, LLC | 0.05% | No change | 911 | $116K |
| Tortoise Investment Management, LLC | 0.01% | No change | 906 | $115K |
| SYM FINANCIAL Corp | 0.01% | No change | 899 | $114K |
| Minot DeBlois Advisors LLC | 0.11% | No change | 880 | $112K |
| LOM Asset Management Ltd | 0.04% | — | 882 | $112K |
| Millstone Evans Group, LLC | 0.07% | No change | 834 | $106K |
| VSM Wealth Advisory, LLC | 0.04% | Add +0.2% | 833 | $106K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.03% | No change | 825 | $105K |
| Hanson & Doremus Investment Management | 0.01% | No change | 808 | $103K |
| Atlantic Union Bankshares Corp | 0.00% | New | 790 | $101K |
| Peterson Wealth Services | 0.03% | Add +6.9% | 773 | $98K |
| Pacific Center for Financial Services | 0.03% | No change | 758 | $96K |
| Spire Wealth Management | 0.00% | Reduce -49.3% | 725 | $92K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 711 | $91K |
| Arax Advisory Partners | 0.00% | Add +253.9% | 683 | $87K |
| Bernard Wealth Management Corp. | 0.04% | No change | 677 | $86K |
| Horizon Bancorp Inc. | 0.04% | No change | 666 | $85K |
| Eastern Bank | 0.00% | No change | 663 | $84K |
| Main Street Group, LTD | 0.03% | Add +0.1% | 663 | $84K |
| Harbor Asset Planning, Inc. | 0.08% | — | 629 | $80K |
| Rialto Wealth Management, LLC | 0.02% | No change | 619 | $79K |
| TruNorth Capital Management, LLC | 0.02% | No change | 619 | $79K |
| Ameriflex Group, Inc. | 0.04% | Add +16.8% | 626 | $79K |
| Cape Investment Advisory, Inc. | 0.03% | Reduce -51.1% | 607 | $77K |
| Lazard Asset Management LLC | 0.00% | Reduce -93.6% | 598 | $76K |
| AllSquare Wealth Management LLC | 0.04% | No change | 593 | $75K |
| Creative Financial Designs Inc. | 0.01% | Reduce -5.0% | 587 | $75K |
| Tsfg, LLC | 0.01% | No change | 577 | $73K |
| CVA Family Office, LLC | 0.01% | No change | 560 | $71K |
| Cardiff Park Advisors, LLC | 0.01% | Add +121.1% | 544 | $69K |
| FWL Investment Management, LLC | 0.02% | No change | 544 | $69K |
| Murphy & Mullick Capital Management Corp | 0.06% | No change | 530 | $68K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 525 | $67K |
| GAMMA Investing LLC | 0.00% | No change | 495 | $63K |
| Ashton Thomas Securities, LLC | 0.02% | No change | 491 | $63K |
| Operose Advisors LLC | 0.02% | No change | 490 | $62K |
| Crews Bank & Trust | 0.01% | No change | 475 | $60K |
| St Germain D J Co. Inc. | 0.00% | Reduce -13.0% | 470 | $60K |
| Paladin Advisory Group, LLC | 0.04% | No change | 444 | $57K |
| Bfsg, LLC | 0.01% | No change | 427 | $54K |
| Bell Investment Advisors, Inc | 0.01% | Add +0.3% | 406 | $52K |
| Phillips Financial Management, LLC | 0.00% | No change | 403 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +8.3% | 403 | $51K |
| Key Financial Inc | 0.01% | No change | 391 | $50K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 390 | $50K |
| Maseco LLP | 0.00% | — | 373 | $47K |
| CENTRAL TRUST Co | 0.00% | Add +24.4% | 357 | $45K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 353 | $45K |
| Robinswood Financial LLC | 0.02% | No change | 350 | $45K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 345 | $44K |
| Deutsche Bank AG | 0.00% | No change | 345 | $44K |
| MCF Advisors LLC | 0.00% | No change | 341 | $43K |
| Scarborough Advisors, LLC | 0.01% | New | 339 | $43K |
| Optimum Investment Advisors | 0.02% | No change | 335 | $43K |
| Ancora Advisors LLC | 0.00% | No change | 329 | $42K |
| AdvisorNet Financial, Inc | 0.00% | Add +5.3% | 321 | $41K |
| Grove Bank & Trust | 0.00% | New | 296 | $38K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 292 | $37K |
| American National Bank & Trust | 0.00% | New | 291 | $37K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -16.4% | 290 | $37K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 288 | $37K |
| Rothschild Investment LLC | 0.00% | No change | 286 | $36K |
| Briaud Financial Planning Inc | 0.01% | No change | 288 | $36K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -37.8% | 285 | $34K |
| Barclays PLC | 0.00% | Reduce -59.1% | 260 | $33K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -14.3% | 252 | $32K |
| Lanark Financial, Inc. | 0.00% | Add +68.7% | 253 | $32K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 250 | $32K |
| Abound Wealth Management | 0.01% | Add +0.4% | 236 | $30K |
| Pittenger & Anderson Inc. | 0.00% | No change | 233 | $30K |
| SIMA Wealth Partners, LLC | 0.02% | No change | 212 | $27K |
| Pflug Koory, LLC | 0.01% | No change | 200 | $25K |
| City Holding Co. | 0.00% | No change | 200 | $25K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 195 | $25K |
| Dunhill Financial, LLC | 0.01% | No change | 188 | $24K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 187 | $24K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 181 | $23K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 200 | $23K |
| MorganRosel Wealth Management, LLC | 0.01% | No change | 179 | $23K |
| Greykasell Wealth Strategies, Inc. | 0.01% | Reduce -58.1% | 177 | $23K |
| DecisionPoint Financial, LLC | 0.01% | No change | 169 | $22K |
| Alpine Bank Wealth Management | 0.00% | New | 159 | $20K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 154 | $20K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -43.4% | 142 | $18K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 137 | $17K |
| Center for Financial Planning, Inc. | 0.00% | No change | 136 | $17K |
| Proathlete Wealth Management LLC | 0.01% | New | 136 | $17K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -37.6% | 133 | $17K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 130 | $17K |
| Glassman Wealth Services | 0.00% | No change | 127 | $16K |
| First Pacific Financial | 0.00% | No change | 120 | $15K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 120 | $15K |
| Trust Co. of Toledo NA | 0.00% | New | 120 | $15K |
| Larson Financial Group LLC | 0.00% | Add +20.0% | 120 | $15K |
| Smartleaf Asset Management LLC | 0.00% | No change | 121 | $15K |
| BNP Paribas Financial Markets | 0.00% | Reduce -100.0% | 118 | $15K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 117 | $15K |
| NFSG Corp | 0.00% | No change | 115 | $15K |
| Tidemark, LLC | 0.00% | Add +18.6% | 115 | $15K |
| Anfield Capital Management, LLC | 0.00% | Add +184.6% | 111 | $14K |
| Total Investment Management Inc. | 0.00% | New | 108 | $14K |
| Ameliora Wealth Management Ltd. | 0.00% | No change | 107 | $14K |
| Toth Financial Advisory Corp. | 0.00% | No change | 105 | $13K |
| North Star Investment Management Corp. | 0.00% | No change | 104 | $13K |
| EPG Wealth Management LLC | 0.00% | No change | 103 | $13K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 102 | $13K |
| New Millennium Group LLC | 0.01% | No change | 100 | $13K |
| Salem Investment Counselors Inc. | 0.00% | No change | 100 | $13K |
| Group One Trading LLC | 0.00% | New | 100 | $13K |
| Dogwood Wealth Management LLC | 0.01% | New | 99 | $13K |
| Strengthening Families & Communities, LLC | 0.01% | Add +1.1% | 91 | $12K |
| Evelyn Partners Investment Management LLP | 0.00% | New | 90 | $11K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 87 | $11K |
| Ridgewood Investments LLC | 0.00% | No change | 75 | $10K |
| Bellevue Asset Management, LLC | 0.00% | No change | 75 | $10K |
| Logan Capital Management Inc. | 0.00% | No change | 74 | $9K |
| SJS Investment Consulting Inc. | 0.00% | No change | 60 | $8K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 53 | $7K |
| Advanced Asset Management Advisors Inc | 0.00% | Add +2.0% | 51 | $6K |
| Transce3nd, LLC | 0.00% | No change | 50 | $6K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 50 | $6K |
| Chapman Financial Group, LLC | 0.01% | — | 50 | $6K |
| Morse Asset Management, Inc | 0.00% | No change | 49 | $6K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 48 | $6K |
| Concord Wealth Partners | 0.00% | Reduce -11.1% | 48 | $6K |
| Allianz SE | 0.00% | Reduce -100.0% | 46 | $6K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 44 | $6K |
| Manning & Napier Advisors LLC | 0.00% | New | 42 | $5K |
| GeoWealth Management, LLC | 0.00% | Reduce -16.7% | 40 | $5K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 39 | $5K |
| Parkside Financial Bank & Trust | 0.00% | No change | 35 | $4K |
| JNBA Financial Advisors | 0.00% | New | 32 | $4K |
| Coston, McIsaac & Partners | 0.00% | Reduce -61.3% | 36 | $4K |
| Garde Capital, Inc. | 0.00% | No change | 30 | $4K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | Add +4.2% | 25 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 30 | $3K |
| Strategic Wealth Investment Group, LLC | 0.00% | New | 18 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 13 | $2K |
| Binnacle Investments Inc | 0.00% | No change | 12 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 11 | $1K |
| Nemes Rush Group LLC | 0.00% | No change | 9 | $1K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 7 | $891 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $255 |
| Rakuten Securities, Inc. | 0.00% | Reduce -98.3% | 1 | $127 |
| Covestor Ltd | 0.00% | Add +0.0% | 1 | $0 |
"% of holder's portfolio" is VFH's weight in each manager's 13F, not the share of Vanguard Financials ETF the manager owns.