Vanguard Financials ETFVFHETF
13F holders, Q4 2025 (December 31)753holders +44
58new positions
40sold out
10famous investors
$133.26avg. 13F price*
At the end of Q4 2025, 753 institutions reported holding Vanguard Financials ETF (VFH) in their 13F filings, up 44 from Q3 2025. 58 opened new positions and 40 sold out. The largest holders were Bank of America Corp. ($3.1B), Morgan Stanley ($481.1M) and Wells Fargo & Company ($241.8M). 10 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Vanguard Financials ETF
- CUSIP
- 92204A405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $56.4M |
| Exits | 40 | $92.8M |
All 13F filers, Q3 2025 → Q4 2025: 1,791,659 shares bought and 1,409,742 shares sold, net +381,917 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 753 holders
| Bank of America Corp. | 0.23% | Add +0.6% | 23,568,647 | $3.1B |
| Morgan Stanley | 0.03% | Add +1.0% | 3,604,287 | $481.1M |
| Wells Fargo & Company | 0.05% | Add +1.5% | 1,811,174 | $241.8M |
| UBS Group AG | 0.05% | Reduce -1.6% | 1,729,856 | $230.9M |
| PGIM Custom Harvest LLC | 2.97% | Add +6.3% | 1,506,042 | $201.0M |
| Raymond James Financial Inc. | 0.05% | Add +6.4% | 1,236,644 | $165.1M |
| LPL Financial LLC | 0.04% | Add +2.1% | 991,496 | $132.4M |
| FMR LLC | 0.01% | Reduce -1.2% | 968,596 | $129.3M |
| Ameriprise Financial Inc. | 0.03% | Add +12.5% | 956,331 | $127.7M |
| Beacon Capital Management, Inc. | 5.66% | Reduce -10.4% | 792,581 | $105.8M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -7.8% | 563,397 | $75.2M |
| Royal Bank of Canada | 0.01% | Add +10.2% | 530,259 | $70.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.3% | 473,735 | $63.2M |
| Stifel Financial Corp. | 0.06% | Reduce -1.7% | 469,787 | $62.7M |
| Cetera Investment Advisers | 0.07% | Add +1.1% | 449,425 | $60.0M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -11.1% | 368,508 | $49.2M |
| Osaic Holdings, Inc. | 0.06% | Reduce -1.7% | 323,794 | $43.3M |
| Lido Advisors, LLC | 0.17% | Add +8.9% | 320,865 | $42.4M |
| M&T Bank Corp | 0.12% | Reduce -1.1% | 270,833 | $36.2M |
| Rockefeller Capital Management L.P. | 0.06% | Add +9.1% | 248,651 | $33.2M |
| Pinnacle Financial Partners, Inc. | 0.22% | — | 215,280 | $28.8M |
| Tiff Advisory Services, LLC | 4.90% | No change | 213,451 | $28.5M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -3.1% | 208,881 | $27.9M |
| Corient Private Wealth LP | 0.04% | Add +43.6% | 208,669 | $27.9M |
| KCM Investment Advisors LLC | 0.87% | Reduce -0.6% | 203,114 | $27.1M |
| TD Waterhouse Canada Inc. | 0.17% | Add +4.0% | 200,562 | $26.8M |
| Ameritas Advisory Services, LLC | 0.88% | Add +5104.1% | 175,274 | $23.4M |
| Mariner, LLC | 0.03% | Add +10.2% | 174,694 | $23.3M |
| MML Investors Services, LLC | 0.05% | Add +7.1% | 168,465 | $22.5M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -17.7% | 155,903 | $20.8M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -9.4% | 148,753 | $19.9M |
| Cedar Mountain Advisors, LLC | 3.76% | Add +1.3% | 146,030 | $19.5M |
| Janney Montgomery Scott LLC | 0.04% | Add +2.9% | 141,800 | $18.9M |
| Trust Co. of Oklahoma | 5.49% | Add +1.2% | 141,032 | $18.8M |
| Theory Financial LLC | 6.33% | Reduce -2.5% | 143,424 | $18.8M |
| Edmond DE Rothschild Holding S.A. | 0.26% | Reduce -0.7% | 138,679 | $18.5M |
| CMH Wealth Management LLC | 3.78% | Add +0.2% | 132,169 | $17.6M |
| HighTower Advisors, LLC | 0.02% | Reduce -4.3% | 131,515 | $17.6M |
| Captrust Financial Advisors | 0.03% | Add +1.1% | 129,787 | $17.3M |
| Ayalon Insurance Comp Ltd. | 4.15% | No change | 128,081 | $17.1M |
| Thrivent Financial for Lutherans | 0.03% | New | 126,162 | $16.8M |
| Focus Partners Wealth | 0.02% | Add +1141.1% | 118,590 | $15.8M |
| Sanctuary Advisors, LLC | 0.09% | Add +1.5% | 117,970 | $15.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +7.1% | 113,114 | $15.6M |
| MassMutual Private Wealth & Trust, FSB | 0.39% | Reduce -2.3% | 112,932 | $15.1M |
| Searcy Financial Services Inc. | 5.51% | Add +0.5% | 111,389 | $14.9M |
| WBH Advisory Inc. | 1.08% | Reduce -1.1% | 109,156 | $14.6M |
| Winthrop Capital Management, LLC | 3.25% | Reduce -1.2% | 104,442 | $13.9M |
| Marmo Financial Group, LLC | 6.49% | Add +0.2% | 102,796 | $13.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.9% | 100,447 | $13.4M |
| Truist Financial Corp. | 0.02% | Reduce -2.4% | 97,980 | $13.1M |
| Allen Investment Management, LLC | 0.14% | No change | 95,861 | $12.8M |
| Cresset Asset Management, LLC | 0.05% | Add +6.3% | 95,468 | $12.7M |
| Fifth Third Bancorp | 0.04% | Reduce -0.5% | 91,204 | $12.2M |
| Calton & Associates, Inc. | 1.73% | Reduce -1.3% | 88,282 | $11.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -1.6% | 86,113 | $11.5M |
| Jones Financial Companies LLLP | 0.01% | Add +35.0% | 84,071 | $11.2M |
| Estate Counselors, LLC | 0.92% | Add +61.6% | 82,403 | $11.0M |
| Tudor Investment Corporation | 0.06% | New | 81,340 | $10.9M |
| Wheelhouse Advisory Group LLC | 4.13% | Add +7.5% | 80,676 | $10.9M |
| Chai Trust Co. LLC | 0.90% | Add +0.8% | 78,063 | $10.4M |
| Hamilton Wealth, LLC | 1.95% | Add +3.3% | 76,902 | $10.3M |
| Creative Planning | 0.01% | Reduce -5.1% | 75,775 | $10.1M |
| Cavalier Investments, LLC | 3.04% | Add +3.2% | 73,154 | $9.8M |
| AlphaCore Capital LLC | 0.20% | Reduce -0.6% | 67,734 | $9.0M |
| Robertson Stephens Wealth Management, LLC | 0.25% | Add +9.7% | 65,790 | $8.8M |
| Madison Asset Management, LLC | 0.10% | Add +4.9% | 65,237 | $8.7M |
| Atlas Capital Advisors Inc. | 0.96% | — | 64,344 | $8.6M |
| LCM Capital Management Inc | 3.95% | Reduce -0.2% | 61,232 | $8.2M |
| Hancock Whitney Corp. | 0.14% | Reduce -0.7% | 58,723 | $7.8M |
| Private Advisor Group, LLC | 0.04% | Reduce -7.3% | 58,085 | $7.8M |
| Founders Grove Wealth Partners, LLC | 1.70% | Reduce -1.0% | 56,494 | $7.5M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -2.1% | 54,209 | $7.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +0.4% | 53,640 | $7.2M |
| Ieq Capital, LLC | 0.02% | Add +0.1% | 53,560 | $7.1M |
| Annex Advisory Services, LLC | 0.13% | New | 52,715 | $7.0M |
| Richmond Brothers, Inc. | 4.41% | Reduce -8.2% | 51,883 | $6.9M |
| Curran Financial Partners, LLC | 1.31% | Reduce -0.4% | 51,841 | $6.9M |
| GAMCO Investors | 0.07% | Reduce -1.4% | 51,591 | $6.9M |
| Main Management LLC | 0.49% | Add +37.2% | 50,726 | $6.8M |
| Gibraltar Capital Management, Inc. | 1.14% | No change | 50,190 | $6.7M |
| AE Wealth Management LLC | 0.04% | Add +8.6% | 49,349 | $6.6M |
| Frank, Rimerman Advisors LLC | 0.42% | Add +4.0% | 49,176 | $6.6M |
| Financial Freedom, LLC | 3.23% | Reduce -4.5% | 48,719 | $6.5M |
| Summit Financial, LLC | 0.09% | Reduce -6.9% | 48,217 | $6.4M |
| Exchange Traded Concepts, LLC | 0.05% | Add +21.6% | 46,897 | $6.3M |
| Johnson Investment Counsel Inc. | 0.05% | Add +6.0% | 46,179 | $6.2M |
| SOL Capital Management CO | 0.55% | Reduce -0.3% | 45,665 | $6.1M |
| Merit Financial Group, LLC | 0.05% | Add +0.8% | 45,533 | $6.1M |
| BTG Pactual Asset Management US LLC | 0.68% | Add +3.5% | 47,692 | $6.1M |
| Penobscot Wealth Management | 1.86% | Add +3.7% | 45,192 | $6.0M |
| Comerica Bank | 0.02% | Add +1.9% | 44,972 | $6.0M |
| Natixis Advisors, LLC | 0.01% | Reduce -0.2% | 44,623 | $6.0M |
| Bank of Montreal | 0.00% | Add +7.2% | 43,373 | $5.8M |
| Wall Street Financial Group, Inc. | 4.17% | Add +0.3% | 42,873 | $5.7M |
| Bartlett & Co. Wealth Management LLC | 0.07% | Add +0.1% | 42,847 | $5.7M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -13.7% | 42,443 | $5.7M |
| Cascade Financial Partners, LLC | 0.55% | Add +19.4% | 40,949 | $5.5M |
| Clear Creek Financial Management, LLC | 0.43% | Add +17.8% | 39,434 | $5.3M |
| LMG Wealth Partners, LLC | 0.98% | Reduce -3.0% | 39,412 | $5.3M |
| Elm Partners Management LLC | 0.23% | Add +81.4% | 37,784 | $5.0M |
| Altura Wealth Advisors Inc. | 2.17% | Add +13.0% | 37,699 | $5.0M |
| Pathstone Holdings, LLC | 0.02% | Reduce -1.3% | 36,769 | $4.9M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +2.0% | 36,762 | $4.9M |
| NORTHSTAR ASSET MANAGEMENT Co | 1.03% | Add +0.4% | 36,526 | $4.9M |
| Argentarii, LLC | 1.57% | Add +4.4% | 36,040 | $4.8M |
| Silver Coast Investments LLC | 1.60% | Add +4.9% | 34,882 | $4.7M |
| Foundations Investment Advisors, LLC | 0.06% | Add +4.4% | 34,695 | $4.6M |
| Anchor Investment Management, LLC | 0.37% | Add +2.5% | 34,431 | $4.6M |
| Quantinno Capital Management LP | 0.01% | Add +0.8% | 34,113 | $4.6M |
| Quaker Wealth Management, LLC | 1.43% | Add +2.2% | 33,849 | $4.5M |
| Transatlantique Private Wealth LLC | 1.39% | Add +18.3% | 33,247 | $4.4M |
| North Forty Two & Co. | 4.13% | Reduce -0.1% | 32,797 | $4.4M |
| Cerity Partners LLC | 0.01% | Add +32.1% | 32,531 | $4.3M |
| MAI Capital Management | 0.02% | Add +1.1% | 32,219 | $4.3M |
| NewEdge Advisors, LLC | 0.02% | Add +2.0% | 32,097 | $4.3M |
| Focus Financial Network, Inc. | 0.14% | Add +1.5% | 29,849 | $4.0M |
| Gladstone Institutional Advisory LLC | 0.15% | Add +3.1% | 29,773 | $4.0M |
| First Financial Corp. | 1.47% | Reduce -1.2% | 29,133 | $3.9M |
| Waverly Advisors, LLC | 0.03% | Add +7.0% | 29,097 | $3.9M |
| Axiom Financial Strategies, LLC | 1.62% | Add +2.5% | 28,817 | $3.8M |
| Advisors Capital Management, LLC | 0.04% | Add +1.0% | 27,885 | $3.7M |
| Northern Trust Corp. | 0.00% | Add +0.8% | 27,823 | $3.7M |
| Oppenheimer & Co. Inc. | 0.05% | Add +2.5% | 27,774 | $3.7M |
| RCW Management, LLC | 3.74% | — | 27,735 | $3.7M |
| Park National Corp. | 0.11% | Reduce -18.3% | 27,500 | $3.7M |
| Tranquilli Financial Advisor LLC | 2.12% | Reduce -3.1% | 27,355 | $3.7M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +11.4% | 27,348 | $3.7M |
| City State Bank | 0.99% | Add +0.2% | 26,985 | $3.6M |
| Quantitative Investment Management, LLC | 0.35% | New | 26,703 | $3.6M |
| Allworth Financial LP | 0.01% | Reduce -3.1% | 26,001 | $3.5M |
| Advisory Services Network, LLC | 0.05% | Reduce -3.3% | 25,704 | $3.4M |
| Bokf, NA | 0.05% | Reduce -0.3% | 25,685 | $3.4M |
| Tandem Wealth Advisors LLC | 1.53% | Add +8.1% | 27,363 | $3.4M |
| IHT Wealth Management, LLC | 0.08% | Reduce -0.6% | 25,475 | $3.4M |
| Atria Investments, Inc | 0.04% | Reduce -4.5% | 24,623 | $3.3M |
| D.A. Davidson & Co. | 0.02% | Add +8.8% | 23,832 | $3.2M |
| Trinity Legacy Partners, LLC | 0.73% | Add +1.1% | 23,802 | $3.2M |
| Joule Financial, LLC | 0.94% | Reduce -6.2% | 23,505 | $3.1M |
| Sharper & Granite LLC | 1.10% | Add +6.6% | 23,472 | $3.1M |
| Assetmark, Inc. | 0.01% | Add +11.3% | 22,768 | $3.0M |
| Snowden Capital Advisors LLC | 0.08% | Add +0.2% | 22,756 | $3.0M |
| NorthCrest Asset Manangement, LLC | 0.07% | Add +1.4% | 21,968 | $3.0M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.14% | — | 22,538 | $3.0M |
| Praetorian Wealth Management, Inc. | 0.59% | Reduce -0.5% | 22,403 | $3.0M |
| O'ROURKE & COMPANY, Inc | 1.15% | Add +0.7% | 22,087 | $2.9M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Add +21.6% | 21,683 | $2.9M |
| Novare Capital Management LLC | 0.22% | Reduce -2.7% | 21,664 | $2.9M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +50.2% | 21,550 | $2.9M |
| Citigroup Inc. | 0.00% | Add +6.5% | 21,465 | $2.9M |
| United Capital Financial Advisors, LLC | 0.02% | Add +342.6% | 20,925 | $2.8M |
| Earned Wealth Advisors, LLC | 0.20% | Add +1036.7% | 20,903 | $2.8M |
| World Investment Advisors | 0.05% | Add +76.8% | 20,613 | $2.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -25.6% | 20,475 | $2.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 20,463 | $2.7M |
| Horizon Family Wealth, Inc. | 1.43% | Add +0.9% | 20,074 | $2.7M |
| Royal Fund Management, LLC | 0.23% | Add +19.5% | 19,002 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +3.2% | 19,026 | $2.5M |
| Fifth Third Securities, Inc. | 0.17% | Reduce -12.3% | 18,943 | $2.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -2.0% | 18,766 | $2.5M |
| MontVue Capital Management, Inc. | 1.66% | No change | 18,648 | $2.5M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +6.6% | 18,485 | $2.5M |
| CX Institutional | 0.07% | Add +5963.6% | 18,130 | $2.4M |
| Essex Financial Services, Inc. | 0.14% | Add +0.3% | 17,788 | $2.4M |
| Citadel Advisors | 0.00% | Reduce -35.5% | 17,722 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.12% | Add +102.6% | 17,532 | $2.3M |
| Transcend Capital Advisors, LLC | 0.18% | Reduce -4.4% | 17,141 | $2.3M |
| Avion Wealth | 0.48% | Reduce -1.2% | 17,088 | $2.3M |
| BlackRock, Inc. | 0.00% | Add +37.9% | 16,750 | $2.2M |
| Raab & Moskowitz Asset Management LLC | 0.49% | Reduce -1.0% | 16,711 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +5.8% | 16,596 | $2.2M |
| AQR Capital Management | 0.00% | Add +28.6% | 16,568 | $2.2M |
| Terra Nova Asset Management LLC | 1.45% | Add +1.4% | 16,454 | $2.2M |
| Investor's Fiduciary Advisor Network, LLC | 0.46% | Reduce -1.5% | 16,220 | $2.2M |
| Retireful, LLC | 2.64% | Reduce -5.5% | 15,647 | $2.1M |
| Kennicott Capital Management LLC | 1.01% | Add +8.0% | 15,667 | $2.1M |
| Blair William & Co. | 0.01% | Reduce -1.3% | 15,480 | $2.1M |
| Bigelow Investment Advisors, LLC | 0.79% | Add +6.2% | 15,192 | $2.0M |
| Aspen Grove Capital, LLC | 0.34% | Add +0.5% | 14,785 | $2.0M |
| SCS Capital Management LLC | 0.02% | Reduce -10.8% | 14,613 | $2.0M |
| JM2 Capital Inc. | 1.57% | — | 14,595 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +5.1% | 14,365 | $1.9M |
| Novak & Powell Financial Services, Inc. | 1.00% | No change | 14,329 | $1.9M |
| Krilogy Financial LLC | 0.06% | Reduce -9.6% | 14,447 | $1.9M |
| Prospera Financial Services Inc | 0.03% | Add +11.7% | 13,894 | $1.9M |
| Harbour Investment Management LLC | 0.98% | Reduce -17.1% | 13,853 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +7.1% | 14,514 | $1.8M |
| Evanson Asset Management, LLC | 0.10% | Add +1.0% | 13,787 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -14.9% | 13,765 | $1.8M |
| Parallel Advisors, LLC | 0.03% | Add +2.1% | 13,490 | $1.8M |
| Hershey Financial Advisers, LLC | 1.52% | Reduce -3.5% | 13,443 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | Add +134.8% | 13,422 | $1.8M |
| Independent Financial Group, LLC | 0.04% | Add +2.3% | 13,373 | $1.8M |
| Centaurus Financial, Inc. | 0.08% | Reduce -1.6% | 13,184 | $1.8M |
| Bank of Marin | 1.22% | Reduce -1.6% | 13,173 | $1.8M |
| Fiduciary Trust Co | 0.02% | Reduce -5.1% | 13,108 | $1.7M |
| Live Oak Investment Partners | 1.06% | New | 12,957 | $1.7M |
| Gotham Asset Management | 0.01% | No change | 12,609 | $1.7M |
| RBA Wealth Management, LLC | 0.56% | Add +0.5% | 12,475 | $1.7M |
| Institute for Wealth Management, LLC. | 0.17% | Add +4.6% | 12,369 | $1.7M |
| Disciplined Investors, L.L.C. | 1.08% | Reduce -4.2% | 12,352 | $1.6M |
| Magnus Financial Group LLC | 0.13% | Reduce -0.8% | 12,342 | $1.6M |
| Qube Research & Technologies Ltd | 0.00% | Add +249.7% | 12,283 | $1.6M |
| Manchester Capital Management LLC | 0.22% | Reduce -0.1% | 12,162 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -0.8% | 11,985 | $1.6M |
| Private Wealth Advisors, LLC | 0.57% | Reduce -1.0% | 11,956 | $1.6M |
| Idaho Trust Co | 0.53% | Reduce -16.0% | 11,928 | $1.6M |
| Evolution Wealth Advisors, LLC | 0.16% | Add +0.0% | 11,889 | $1.6M |
| Cladis Investment Advisory, LLC | 0.87% | Reduce -0.3% | 11,855 | $1.6M |
| Wealthcare Capital Partners, LLC | 0.74% | Add +0.4% | 11,841 | $1.6M |
| One Charles Private Wealth Services, LLC | 0.41% | Reduce -8.1% | 11,818 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -8.8% | 11,589 | $1.5M |
| Keebeck Wealth Management | 0.18% | No change | 11,465 | $1.5M |
| HB Wealth Management, LLC | 0.01% | Add +7.7% | 11,157 | $1.5M |
| &partners | 0.01% | Add +17.1% | 11,087 | $1.5M |
| Nova Wealth Management, Inc. | 1.01% | Reduce -4.4% | 10,989 | $1.5M |
| Ingalls & Snyder LLC | 0.05% | Add +2.1% | 10,839 | $1.4M |
| GoalVest Advisory LLC | 0.28% | Reduce -15.4% | 10,836 | $1.4M |
| Mission Wealth Management, LP | 0.03% | Reduce -21.8% | 10,741 | $1.4M |
| Point72 Asset Management | 0.00% | New | 10,656 | $1.4M |
| Choreo, LLC | 0.02% | Reduce -2.9% | 10,499 | $1.4M |
| Glenmede Trust Co. NA | 0.01% | — | 10,562 | $1.4M |
| Odyssey Capital Advisors, Inc. | 1.24% | — | 10,486 | $1.4M |
| 17 Capital Partners, LLC | 0.71% | Add +4.4% | 10,206 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.07% | Reduce -1.3% | 10,107 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Add +1.1% | 9,966 | $1.3M |
| Tocqueville Asset Management L.P. | 0.02% | Add +3.3% | 9,830 | $1.3M |
| Wealth Management Associates, Inc. | 0.45% | Add +0.7% | 9,781 | $1.3M |
| Fischer Financial Services, Inc. | 0.34% | Reduce -3.6% | 9,758 | $1.3M |
| Wealth Alliance, LLC | 0.13% | Add +0.3% | 9,740 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -5.4% | 9,728 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Reduce -10.0% | 9,680 | $1.3M |
| Ipsen Advisor Group LLC | 0.90% | Reduce -3.8% | 9,504 | $1.3M |
| Hopwood Financial Services, Inc. | 0.89% | Add +2.1% | 9,491 | $1.3M |
| Bailard, Inc. | 0.03% | Reduce -0.5% | 9,411 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 9,404 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -6.3% | 9,372 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.8% | 9,354 | $1.2M |
| Renaissance Technologies | 0.00% | Add +19.2% | 9,300 | $1.2M |
| Principle Wealth Partners LLC | 0.07% | Reduce -1.8% | 9,266 | $1.2M |
| Citizens Financial Group Inc. | 0.02% | Add +13.7% | 9,256 | $1.2M |
| Capital Management Associates, Inc | 0.27% | Add +112.8% | 9,241 | $1.2M |
| GWN Securities Inc. | 0.25% | Reduce -0.0% | 9,185 | $1.2M |
| Black Diamond Financial, LLC | 0.13% | Add +190.5% | 9,150 | $1.2M |
| KDK Private Wealth Management, LLC | 1.06% | Reduce -1.6% | 9,056 | $1.2M |
| Debussy Capital Management LP | 0.16% | Add +0.1% | 8,843 | $1.2M |
| CWA Asset Management Group, LLC | 0.04% | No change | 8,786 | $1.2M |
| Gryphon Financial Partners LLC | 0.13% | Add +0.0% | 8,761 | $1.2M |
| Asset One Wealth Management LLC | 0.16% | — | 8,715 | $1.2M |
| OpenArc Corporate Advisory, LLC | 0.02% | — | 8,563 | $1.1M |
| Bessemer Group Inc. | 0.00% | No change | 8,475 | $1.1M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -9.2% | 8,458 | $1.1M |
| National Bank of Canada | 0.00% | Add +35.4% | 8,450 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Reduce -0.8% | 8,444 | $1.1M |
| Woodward Diversified Capital, LLC | 0.51% | Add +1.6% | 8,343 | $1.1M |
| US Bancorp \de | 0.00% | Add +8.0% | 8,338 | $1.1M |
| Retirement Planning Group, LLC | 0.04% | Add +8.9% | 8,321 | $1.1M |
| Western Wealth Management, LLC | 0.05% | Add +0.3% | 8,259 | $1.1M |
| Stonebridge Financial Planning Group, LLC | 0.39% | Add +71.0% | 8,032 | $1.1M |
| Pension & Wealth Management Advisors, Inc. | 0.32% | No change | 8,004 | $1.1M |
| Claris Financial LLC | 0.56% | Add +0.0% | 7,849 | $1.0M |
| Houlihan Financial Resource Group, Ltd. | 0.41% | Add +84.9% | 7,926 | $1.0M |
| Valmark Advisers, Inc. | 0.01% | Reduce -1.3% | 7,835 | $1.0M |
| EP Wealth Advisors, LLC | 0.01% | — | 7,695 | $1.0M |
| Yukon Wealth Management, Inc. | 0.59% | Add +0.5% | 7,764 | $1.0M |
| Clearstead Advisors, LLC | 0.01% | Add +0.1% | 7,512 | $1.0M |
| Ascent Group, LLC | 0.03% | Add +0.9% | 7,464 | $996K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -5.0% | 7,455 | $994K |
| Tiaa Trust, National Association | 0.00% | Add +1.0% | 7,314 | $976K |
| BLB&B Advisors, LLC | 0.04% | No change | 7,286 | $973K |
| Westside Investment Management, Inc. | 0.16% | No change | 7,276 | $971K |
| WP Advisors, LLC | 0.24% | Add +0.5% | 7,221 | $964K |
| Community Bank, N.A. | 0.11% | No change | 7,200 | $961K |
| Birchcreek Wealth Management, LLC | 0.46% | Add +1.8% | 7,042 | $940K |
| White Lighthouse Investment Management Inc. | 0.13% | Add +2.7% | 7,010 | $936K |
| Montag A & Associates Inc. | 0.04% | Reduce -1.2% | 6,955 | $928K |
| Brown Advisory Inc. | 0.00% | Add +3.5% | 6,898 | $921K |
| Berkeley Capital Partners, LLC | 0.22% | Reduce -79.2% | 6,894 | $920K |
| Marble Harbor Investment Counsel, LLC | 0.10% | No change | 6,850 | $914K |
| Valeo Financial Advisors, LLC | 0.02% | Add +1.2% | 6,846 | $914K |
| Baker Ellis Asset Management LLC | 0.11% | No change | 6,810 | $909K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +9.5% | 6,781 | $905K |
| Kovack Advisors, Inc. | 0.04% | Add +132.4% | 6,725 | $898K |
| Wealthspire Retirement, LLC | 0.05% | Add +0.4% | 6,700 | $894K |
| Pure Financial Advisors, LLC | 0.01% | Add +2.4% | 6,696 | $894K |
| Howard Wealth Management, LLC | 0.39% | Reduce -1.3% | 6,660 | $889K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Reduce -9.6% | 6,600 | $881K |
| Trust Co. of Vermont | 0.04% | Reduce -1.5% | 6,577 | $878K |
| Brookstone Capital Management | 0.01% | Reduce -2.6% | 6,542 | $873K |
| First PREMIER Bank | 0.20% | Reduce -12.5% | 6,545 | $873K |
| BBR Partners, LLC | 0.05% | Reduce -28.7% | 6,530 | $872K |
| RFG Advisory, LLC | 0.02% | Add +307.1% | 6,469 | $864K |
| Commerce Bank | 0.00% | No change | 6,455 | $862K |
| Cahill Financial Advisors Inc. | 0.09% | Add +1.8% | 6,352 | $848K |
| Premier Path Wealth Partners, LLC | 0.11% | Reduce -0.7% | 6,343 | $847K |
| Belpointe Asset Management LLC | 0.03% | Reduce -2.4% | 6,301 | $841K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.5% | 6,269 | $837K |
| Avantax Planning Partners, Inc. | 0.02% | Add +13.6% | 6,256 | $835K |
| Vanguard Group Inc. | 0.00% | No change | 6,245 | $834K |
| Sigma Planning Corp | 0.02% | Reduce -9.7% | 6,220 | $830K |
| Hardy Reed LLC | 0.06% | No change | 6,170 | $824K |
| Pinion Investment Advisors, LLC | 0.20% | Reduce -9.9% | 6,130 | $818K |
| Brandywine Oak Private Wealth LLC | 0.07% | No change | 6,101 | $814K |
| McGuire Investment Group, LLC | 0.09% | Reduce -0.8% | 6,044 | $807K |
| Morris Financial Concepts, Inc. | 0.28% | No change | 6,006 | $802K |
| Tudor Financial Inc. | 0.41% | Add +10.8% | 5,950 | $794K |
| Jacobs Equity LLC | 0.76% | — | 5,923 | $791K |
| Checchi Capital Advisers, LLC | 0.05% | Reduce -14.4% | 5,883 | $785K |
| Harrell Investment Partners, LLC | 0.18% | No change | 5,855 | $782K |
| Matisse Capital | 0.35% | Reduce -1.0% | 5,811 | $776K |
| Blackston Financial Advisory Group, LLC | 0.47% | Add +3.9% | 5,808 | $775K |
| Invictus Private Wealth, LLC | 0.05% | Reduce -0.3% | 5,714 | $763K |
| Waldron Private Wealth LLC | 0.03% | Add +0.5% | 5,662 | $756K |
| Bogart Wealth, LLC | 0.03% | Reduce -0.9% | 5,617 | $750K |
| Liberty Wealth Management LLC | 0.10% | Reduce -1.6% | 5,560 | $742K |
| D. E. Shaw & Co. | 0.00% | New | 5,517 | $736K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.5% | 5,476 | $731K |
| Caprock Group, LLC | 0.02% | Reduce -1.7% | 5,447 | $727K |
| Madden Advisory Services, Inc. | 0.29% | Add +143.4% | 5,425 | $724K |
| Focused Wealth Management, Inc | 0.08% | Add +8.4% | 5,378 | $718K |
| Wealthstar Advisors, LLC | 0.39% | Reduce -2.3% | 5,333 | $712K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -9.4% | 5,276 | $704K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | New | 5,235 | $699K |
| Stephens Inc. | 0.01% | Add +4.1% | 5,229 | $698K |
| Dagco, Inc. | 0.16% | Reduce -8.7% | 5,220 | $697K |
| Long Island Wealth Management, Inc. | 0.33% | Reduce -2.3% | 5,155 | $688K |
| Evoke Wealth, LLC | 0.01% | Add +2.1% | 5,119 | $683K |
| Evergreen Capital Management LLC | 0.02% | Add +0.1% | 5,106 | $682K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -7.1% | 5,031 | $672K |
| N.E.W. Advisory Services LLC | 0.05% | No change | 5,028 | $671K |
| Cibc World Market Inc. | 0.00% | Reduce -4.4% | 5,026 | $671K |
| Lewis Asset Management, LLC | 0.27% | Reduce -1.6% | 5,014 | $669K |
| Leo Wealth, LLC | 0.05% | Add +212.1% | 5,013 | $669K |
| Safeguard Investment Advisory Group, LLC | 0.17% | Add +0.8% | 4,995 | $667K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.5% | 4,964 | $663K |
| Vickerman Investment Advisors, Inc. | 0.13% | Add +58.4% | 4,931 | $658K |
| ZynergyRetirementPlanningLLC | 0.41% | No change | 4,919 | $657K |
| Elite Financial, Inc. | 0.30% | Add +0.0% | 4,912 | $655K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.2% | 4,895 | $653K |
| Mystic Asset Management, Inc. | 0.15% | Reduce -0.3% | 4,842 | $646K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -1.0% | 4,831 | $645K |
| JBR Co Financial Management Inc | 0.27% | Reduce -1.9% | 4,816 | $643K |
| Mainsail Asset Management, LLC | 0.28% | No change | 4,813 | $642K |
| Keybank National Association | 0.00% | Reduce -77.5% | 4,782 | $638K |
| Founders Financial Alliance, LLC | 0.12% | Reduce -1.5% | 4,759 | $635K |
| Carl P. Sherr & Co., LLC | 0.28% | Add +2.1% | 4,843 | $634K |
| Agf Management Ltd. | 0.00% | No change | 4,740 | $633K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +2.2% | 4,707 | $628K |
| Strategic Investment Solutions, Inc. | 0.15% | Reduce -38.4% | 4,623 | $617K |
| Mosaic Financial Group, LLC | 0.42% | Add +0.1% | 4,623 | $617K |
| Hanover Advisors Inc. | 0.24% | No change | 4,561 | $609K |
| Calder Financial LLC | 0.60% | — | 4,548 | $607K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +67.3% | 4,533 | $605K |
| Ifrah Financial Services, Inc. | 0.15% | Reduce -18.8% | 4,518 | $603K |
| Petredis Investment Advisors LLC | 0.05% | No change | 4,513 | $602K |
| Winch Advisory Services, LLC | 0.13% | Reduce -1.0% | 4,470 | $597K |
| IFG Advisory, LLC | 0.03% | Reduce -1.4% | 4,419 | $590K |
| Family Capital Management, Inc. | 0.26% | Reduce -2.7% | 4,377 | $584K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -11.3% | 4,335 | $579K |
| Hirtle & Co., LLC | 0.02% | No change | 4,327 | $578K |
| Compass Financial Group, INC | 0.08% | Add +0.3% | 4,286 | $572K |
| Williams & Novak, LLC | 0.43% | Reduce -18.1% | 4,270 | $570K |
| Silver Oak Securities, Incorporated | 0.04% | Add +9.4% | 4,235 | $570K |
| Daybright Advisory Services, Inc. | 0.15% | — | 4,233 | $565K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -8.2% | 4,208 | $562K |
| PFG Advisors | 0.03% | Add +11.0% | 4,205 | $561K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -2.4% | 4,152 | $554K |
| Hilton Head Capital Partners, LLC | 0.32% | — | 4,146 | $553K |
| Venture Visionary Partners LLC | 0.02% | Add +3.1% | 3,945 | $553K |
| Simmons Bank | 0.04% | No change | 4,117 | $550K |
| Beacon Capital Management, LLC | 0.09% | Reduce -0.3% | 4,110 | $549K |
| Mosley Wealth Management | 0.25% | — | 4,199 | $548K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -1.1% | 4,088 | $546K |
| Salomon & Ludwin, LLC | 0.05% | Reduce -0.1% | 3,974 | $544K |
| Mainstream Capital Management LLC | 0.35% | Reduce -6.3% | 4,045 | $540K |
| Haverford Trust Co | 0.00% | New | 4,032 | $538K |
| Keel Point, LLC | 0.03% | No change | 3,996 | $533K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +4.2% | 3,943 | $526K |
| Hilltop Holdings Inc. | 0.03% | Reduce -2.3% | 3,915 | $523K |
| Apollon Wealth Management, LLC | 0.01% | Add +25.1% | 3,905 | $521K |
| Panoramic Investment Advisors, LLC | 0.28% | Add +1.7% | 3,890 | $519K |
| Berger Financial Group, Inc | 0.03% | No change | 3,872 | $517K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 3,856 | $515K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -8.9% | 3,822 | $510K |
| Aegis Wealth Management LLC | 0.29% | No change | 3,800 | $507K |
| Xcelsior Advisor Partners LLC | 0.25% | — | 3,791 | $506K |
| Intrust Bank NA | 0.04% | No change | 3,790 | $506K |
| Snowwater Investment Partners, LLC | 0.46% | — | 3,778 | $504K |
| Bragg Financial Advisors, Inc | 0.02% | Add +2.9% | 3,766 | $503K |
| Waters Parkerson & Co., LLC | 0.02% | Reduce -9.6% | 3,750 | $501K |
| W1M Asset Management Ltd | 0.01% | New | 3,724 | $497K |
| tru Independence LLC | 0.12% | Add +0.4% | 3,685 | $492K |
| NewEdge Wealth, LLC | 0.01% | Reduce -2.0% | 3,660 | $489K |
| First Heartland Consultants, Inc. | 0.04% | No change | 3,629 | $484K |
| Spreng Capital Management, Inc. | 0.19% | No change | 3,612 | $482K |
| Fiduciary Alliance LLC | 0.03% | Reduce -5.1% | 3,610 | $482K |
| Capital Investment Advisors, LLC | 0.01% | Add +1.8% | 3,606 | $481K |
| Chicago Partners Investment Group LLC | 0.01% | Add +21.9% | 3,680 | $479K |
| Allied Investment Advisors, LLC | 0.07% | No change | 3,582 | $478K |
| Flputnam Investment Management Co. | 0.01% | New | 3,548 | $474K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +0.0% | 3,500 | $467K |
| Strategic Wealth Partners, Ltd. | 0.03% | Add +34.5% | 3,488 | $466K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -26.8% | 3,480 | $465K |
| Gentry Private Wealth, LLC | 0.29% | Reduce -19.4% | 3,475 | $464K |
| Z3 Capital Partners, LLC | 0.11% | — | 3,456 | $461K |
| Brookwood Investment Group LLC | 0.06% | Reduce -5.1% | 3,453 | $461K |
| Benjamin Edwards Inc. | 0.01% | Reduce -14.1% | 3,445 | $460K |
| Clark Capital Management Group, Inc. | 0.00% | Add +18.8% | 3,426 | $457K |
| TD Private Client Wealth LLC | 0.01% | Add +3.6% | 3,344 | $446K |
| First Trust Advisors LP | 0.00% | New | 3,336 | $445K |
| Laurel Oak Wealth Management, LLC | 0.07% | — | 3,302 | $441K |
| Compass Ion Advisors, LLC | 0.04% | Reduce -4.7% | 3,284 | $438K |
| Vista Investment Management | 0.14% | No change | 3,272 | $437K |
| Tannin Capital LLC | 0.39% | — | 3,257 | $435K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -3.4% | 3,255 | $435K |
| Maltin Wealth Management, Inc. | 0.17% | Add +0.8% | 3,223 | $430K |
| Westfuller Advisors, LLC | 0.17% | Reduce -4.9% | 3,213 | $429K |
| Apollon Financial, LLC | 0.06% | Add +21.1% | 3,180 | $424K |
| Stillwater Wealth Management Group | 0.29% | No change | 3,175 | $424K |
| First Growth Capital LLC | 0.38% | — | 3,266 | $423K |
| Wedmont Private Capital | 0.01% | Reduce -12.5% | 3,111 | $422K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -0.2% | 3,163 | $422K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 3,143 | $420K |
| Arrowroot Family Office, LLC | 0.15% | Reduce -4.7% | 3,140 | $419K |
| Creekside Partners | 0.18% | No change | 3,138 | $419K |
| Acropolis Investment Management, LLC | 0.02% | Add +0.1% | 3,124 | $417K |
| Redwood Financial Network Corp | 0.26% | Reduce -14.8% | 3,110 | $415K |
| Savant Capital, LLC | 0.00% | Add +12.4% | 3,101 | $414K |
| Empower Advisory Group, LLC | 0.00% | Reduce -21.8% | 3,100 | $414K |
| Rehmann Capital Advisory Group | 0.02% | No change | 3,098 | $414K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -50.2% | 3,061 | $409K |
| Bison Wealth, LLC | 0.05% | Add +6.2% | 3,419 | $409K |
| SmartHarvest Portfolios, LLC | 0.14% | — | 3,056 | $408K |
| VSM Wealth Advisory, LLC | 0.12% | Add +265.3% | 3,050 | $407K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +73.6% | 2,948 | $406K |
| Cfo Capital Management LLC | 0.30% | — | 3,005 | $401K |
| Polaris Investment Advisors, LLC | 0.29% | — | 3,000 | $400K |
| Bluesphere Advisors LLC | 0.17% | Add +0.2% | 2,953 | $394K |
| Capital Square, LLC | 0.20% | Add +9.7% | 2,937 | $392K |
| Coppell Advisory Solutions LLC | 0.04% | Add +11.2% | 2,910 | $391K |
| Laffer Tengler Investments, Inc. | 0.07% | No change | 2,924 | $390K |
| Certified Advisory Corp | 0.04% | Add +0.1% | 2,916 | $389K |
| Park Avenue Securities LLC | 0.00% | Add +40.3% | 2,880 | $384K |
| Empowered Funds, LLC | 0.01% | New | 2,854 | $381K |
| Integral Investment Advisors, Inc. | 0.09% | No change | 2,835 | $378K |
| Marshall Financial Group, LLC | 0.07% | Add +0.4% | 2,819 | $376K |
| Cwm, LLC | 0.00% | Add +14.8% | 2,816 | $376K |
| Mustard Seed Financial, LLC | 0.23% | No change | 2,800 | $374K |
| Kingsview Wealth Management, LLC | 0.01% | Add +5.0% | 2,799 | $374K |
| Fairfield, Bush & Co. | 0.20% | Reduce -1.1% | 2,785 | $372K |
| James J. Burns & Company, LLC | 0.05% | No change | 2,766 | $369K |
| Solidarity Wealth, LLC | 0.08% | No change | 2,761 | $369K |
| Amplius Wealth Advisors, LLC | 0.03% | No change | 2,743 | $366K |
| Bouchey Financial Group, Ltd. | 0.03% | No change | 2,721 | $363K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +0.1% | 2,706 | $361K |
| Breakwater Capital Group | 0.05% | Add +0.2% | 2,706 | $361K |
| Retirement Planning Co of New England, Inc. | 0.14% | Reduce -0.5% | 2,700 | $360K |
| Soltis Investment Advisors LLC | 0.02% | New | 2,685 | $358K |
| Geneos Wealth Management Inc. | 0.01% | Add +119.7% | 2,682 | $358K |
| Collaborative Wealth Managment Inc. | 0.13% | No change | 2,680 | $358K |
| Dakota Wealth Management | 0.01% | Reduce -2.6% | 2,678 | $358K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -12.1% | 2,642 | $353K |
| Modern Wealth Management, LLC | 0.01% | Add +1.3% | 2,622 | $350K |
| Wedbush Securities Inc. | 0.01% | Add +8.5% | 2,574 | $344K |
| Meridian Wealth Management, LLC | 0.01% | Add +20.6% | 2,567 | $343K |
| Cadence Bank | 0.02% | Add +39.8% | 2,528 | $337K |
| Peterson Wealth Advisors, LLC | 0.04% | New | 2,525 | $337K |
| Fisher Asset Management | 0.00% | Add +53.0% | 2,517 | $336K |
| PDS Planning, Inc | 0.02% | Add +0.5% | 2,479 | $331K |
| Millennium Management | 0.00% | New | 2,473 | $330K |
| HBK Sorce Advisory LLC | 0.01% | Add +8.2% | 2,475 | $329K |
| FineMark National Bank & Trust | 0.01% | Reduce -5.7% | 2,464 | $329K |
| Kennedy Investment Group, Inc. | 0.12% | New | 2,435 | $325K |
| Eagle Wealth Advisors LLC | 0.28% | — | 2,430 | $324K |
| Interchange Capital Partners, LLC | 0.06% | Reduce -6.6% | 2,422 | $323K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -21.9% | 2,421 | $323K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -0.8% | 2,417 | $323K |
| Mgo One Seven LLC | 0.01% | Reduce -11.8% | 2,411 | $322K |
| Florida Financial Advisors, LLC | 0.09% | Reduce -3.3% | 2,402 | $321K |
| Principal Securities, Inc. | 0.00% | Add +0.6% | 2,388 | $319K |
| Courier Capital LLC | 0.02% | No change | 2,376 | $317K |
| Americana Partners, LLC | 0.01% | Reduce -1.5% | 2,358 | $315K |
| Coordinated Financial Services, Inc. | 0.18% | Reduce -3.3% | 2,349 | $314K |
| Value Investment Professionals, LLC | 0.33% | — | 2,328 | $311K |
| Mutual Advisors, LLC | 0.01% | Add +0.2% | 2,324 | $310K |
| Chris Bulman Inc | 0.14% | No change | 2,296 | $306K |
| Stephen J. Garry & Associates, LLC | 0.24% | New | 2,280 | $304K |
| Spectrum Financial Alliance Ltd LLC | 0.06% | No change | 2,260 | $302K |
| RFG - Bristol Wealth Advisors, LLC | 0.08% | Reduce -0.4% | 2,254 | $301K |
| Curi Capital, LLC | 0.01% | Add +47.5% | 2,248 | $300K |
| Level Four Advisory Services, LLC | 0.01% | Add +7.4% | 2,247 | $300K |
| Capital Management Corp. | 0.05% | No change | 2,235 | $298K |
| OneDigital Investment Advisors LLC | 0.00% | Add +5.4% | 2,233 | $298K |
| Hoxton Planning & Management, LLC | 0.09% | Reduce -7.9% | 2,226 | $297K |
| Joseph P. Lucia & Associates, LLC | 0.10% | No change | 2,171 | $290K |
| Alteri Wealth LLC | 0.09% | Add +13.2% | 2,137 | $285K |
| Spirepoint Private Client, LLC | 0.03% | No change | 2,127 | $284K |
| Calamos Wealth Management LLC | 0.01% | New | 2,126 | $284K |
| HUB Investment Partners, LLC | 0.01% | New | 2,122 | $283K |
| Zhang Financial LLC | 0.01% | No change | 2,114 | $282K |
| Private Advisory Group LLC | 0.02% | Reduce -0.4% | 2,085 | $278K |
| Oldfather Financial Services, LLC | 0.08% | No change | 2,068 | $276K |
| Medallion Wealth Advisors, LLC | 0.09% | No change | 2,065 | $276K |
| Laurel Wealth Advisors LLC | 0.04% | New | 2,043 | $273K |
| Legacy Advisors, LLC | 0.03% | Add +1.6% | 2,038 | $272K |
| Patten & Patten Inc. | 0.02% | New | 2,006 | $268K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.1% | 2,007 | $267K |
| Moors & Cabot, Inc. | 0.01% | Add +10.8% | 1,982 | $265K |
| Aspire Growth Partners LLC | 0.18% | New | 1,979 | $264K |
| BOS Asset Management, LLC | 0.07% | Add +0.1% | 1,977 | $264K |
| Boltwood Capital Management | 0.07% | Reduce -1.3% | 1,976 | $264K |
| Smartleaf Asset Management LLC | 0.01% | Add +1514.0% | 1,953 | $263K |
| Ellevest, Inc. | 0.04% | No change | 1,968 | $263K |
| Regal Investment Advisors LLC | 0.02% | New | 1,948 | $260K |
| NWF Advisory Services Inc. | 0.03% | No change | 1,940 | $259K |
| Welch Group, LLC | 0.01% | Add +3.6% | 1,939 | $259K |
| Mascagni Wealth Management, Inc. | 0.19% | No change | 1,934 | $258K |
| Arkadios Wealth Advisors | 0.01% | New | 1,914 | $256K |
| Hollencrest Capital Management | 0.01% | Add +0.4% | 1,911 | $255K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | Add +0.2% | 1,910 | $255K |
| Childress Capital Advisors, LLC | 0.04% | Reduce -4.2% | 1,905 | $254K |
| Carnegie Investment Counsel | 0.00% | Add +9.1% | 1,904 | $254K |
| Fidelis Capital Partners, LLC | 0.02% | New | 1,900 | $254K |
| Channel Wealth LLC | 0.06% | Add +0.1% | 1,890 | $252K |
| Foresight Capital Management Advisors, Inc. | 0.14% | No change | 1,882 | $251K |
| Partners Capital Investment Group, LLP | 0.01% | No change | 1,877 | $251K |
| Endeavor Private Wealth, Inc. | 0.07% | No change | 1,865 | $249K |
| Inspirion Wealth Advisors, LLC | 0.03% | New | 1,850 | $247K |
| Parr McKnight Wealth Management Group, LLC | 0.03% | No change | 1,840 | $246K |
| Websterrogers Financial Advisors, LLC | 0.07% | No change | 1,818 | $243K |
| Sei Investments Co. | 0.00% | New | 1,803 | $241K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | New | 1,801 | $240K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +0.2% | 1,769 | $240K |
| Avior Wealth Management, LLC | 0.01% | Add +3.9% | 1,793 | $239K |
| Chapin Davis, Inc. | 0.06% | No change | 1,792 | $239K |
| Shepherd Financial Partners LLC | 0.02% | No change | 1,787 | $239K |
| Compass Advisory Group LLC | 0.06% | Add +0.5% | 1,783 | $238K |
| DRW Securities, LLC | 0.02% | New | 1,771 | $236K |
| PFG Investments, LLC | 0.01% | Add +2.5% | 1,770 | $236K |
| IVC Wealth Advisors LLC | 0.10% | Reduce -2.0% | 1,750 | $234K |
| Money Concepts Capital Corp. | 0.01% | Add +4.7% | 1,740 | $232K |
| City Holding Co. | 0.03% | Add +764.5% | 1,729 | $231K |
| International Assets Investment Management, LLC | 0.02% | Reduce -10.0% | 1,713 | $229K |
| Global Retirement Partners, LLC | 0.00% | Reduce -12.8% | 1,712 | $229K |
| Venturi Wealth Management, LLC | 0.01% | No change | 1,706 | $228K |
| Independent Advisor Alliance | 0.01% | No change | 1,702 | $227K |
| Advantage Trust Co | 0.10% | No change | 1,689 | $225K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 1,670 | $223K |
| Sheets Smith Wealth Management | 0.02% | Add +0.2% | 1,666 | $222K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,658 | $221K |
| Optimist Retirement Group LLC | 0.10% | Add +0.3% | 1,652 | $220K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -7.6% | 1,649 | $220K |
| Wealth Architects, LLC | 0.02% | No change | 1,625 | $217K |
| Ritholtz Wealth Management | 0.00% | Add +1.6% | 1,620 | $216K |
| Howard Capital Management, LLC | 0.00% | No change | 1,608 | $215K |
| Tme Financial, Inc. | 0.15% | Reduce -0.1% | 1,604 | $214K |
| Crusonia Wealth Advisors LLC | 0.05% | — | 1,590 | $212K |
| Fiscal Wisdom Wealth Management, LLC | 0.20% | New | 1,590 | $212K |
| Global Financial Private Client, LLC | 0.07% | No change | 1,585 | $212K |
| Perennial Investment Advisors, LLC | 0.02% | No change | 1,576 | $210K |
| Arax Advisory Partners | 0.01% | New | 1,575 | $210K |
| Tempo Wealth, LLC | 0.04% | — | 1,567 | $209K |
| Procyon Advisors, LLC | 0.01% | New | 1,567 | $209K |
| High Point Wealth Management, LLC | 0.20% | — | 1,566 | $209K |
| Richmond Investment Services, LLC | 0.04% | New | 1,566 | $209K |
| Vermillion Wealth Management, Inc. | 0.08% | Add +0.5% | 1,550 | $207K |
| Fulton Bank, N.A. | 0.01% | No change | 1,544 | $206K |
| Betterment LLC | 0.00% | New | 1,541 | $206K |
| Brooklyn Investment Group | 0.01% | New | 1,526 | $206K |
| West Bancorporation Inc. | 0.11% | No change | 1,530 | $204K |
| Jackson Hole Capital Partners, LLC | 0.04% | No change | 1,530 | $204K |
| Hantz Financial Services, Inc. | 0.00% | No change | 1,526 | $204K |
| Nwam LLC | 0.01% | New | 1,542 | $202K |
| Red Tortoise LLC | 0.09% | No change | 1,511 | $202K |
| Baker Avenue Asset Management, LP | 0.00% | Reduce -5.0% | 1,503 | $201K |
| Aventus Investment Advisors, Inc. | 0.16% | No change | 1,480 | $198K |
| Tanglewood Legacy Advisors, LLC | 0.07% | No change | 1,458 | $195K |
| Whittier Trust Co. | 0.00% | No change | 1,370 | $189K |
| Parkside Financial Bank & Trust | 0.01% | Add +3828.6% | 1,375 | $184K |
| Global Trust Asset Management, LLC | 0.07% | Reduce -64.9% | 1,331 | $178K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Reduce -1.4% | 1,324 | $177K |
| Progressive Investment Management Corp | 0.04% | No change | 1,300 | $174K |
| Blue Trust, Inc. | 0.00% | No change | 1,293 | $173K |
| SouthState Bank Corp | 0.01% | Add +0.6% | 1,292 | $172K |
| Triumph Capital Management | 0.04% | New | 1,290 | $172K |
| CoreCap Advisors, LLC | 0.01% | Reduce -3.3% | 1,250 | $167K |
| IFP Advisors, Inc | 0.00% | Reduce -2.1% | 1,218 | $163K |
| Viewpoint Capital Management LLC | 0.07% | No change | 1,217 | $162K |
| Independence Bank of Kentucky | 0.02% | Reduce -2.9% | 1,200 | $160K |
| Financial Consulate, Inc. | 0.02% | No change | 1,184 | $158K |
| Private Trust Co. NA | 0.01% | Add +2.3% | 1,179 | $157K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,158 | $155K |
| Chilton Capital Management LLC | 0.01% | Add +0.5% | 1,147 | $153K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,148 | $153K |
| MPWM Advisory Solutions, LLC | 0.08% | No change | 1,140 | $152K |
| Empirical Asset Management, LLC | 0.04% | No change | 26,432 | $148K |
| Hurley Capital, LLC | 0.08% | Add +0.6% | 1,062 | $142K |
| Colonial Trust Co / SC | 0.02% | No change | 1,060 | $141K |
| Sound Income Strategies, LLC | 0.01% | Add +7.3% | 1,018 | $136K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 925 | $127K |
| Oxford Financial Group, LTD. LLC | 0.01% | New | 950 | $127K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 948 | $127K |
| Planning Project LLC | 0.03% | — | 947 | $126K |
| Fourth Dimension Wealth, LLC | 0.04% | No change | 911 | $122K |
| LOM Asset Management Ltd | 0.03% | No change | 882 | $118K |
| Paladin Advisory Group, LLC | 0.09% | No change | 873 | $117K |
| Raffa Wealth Management, LLC | 0.02% | No change | 848 | $113K |
| Millstone Evans Group, LLC | 0.07% | No change | 834 | $111K |
| Hanson & Doremus Investment Management | 0.01% | No change | 808 | $108K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 790 | $105K |
| SageView Advisory Group, LLC | 0.00% | New | 790 | $105K |
| Lanark Financial, Inc. | 0.01% | Add +12.0% | 784 | $105K |
| Peterson Wealth Services | 0.03% | Add +1198.3% | 779 | $104K |
| Harbor Asset Planning, Inc. | 0.09% | Add +0.4% | 770 | $103K |
| Pacific Center for Financial Services | 0.03% | No change | 758 | $99K |
| Larson Financial Group LLC | 0.00% | Add +507.5% | 729 | $97K |
| Spire Wealth Management | 0.00% | No change | 725 | $97K |
| Key Financial Inc | 0.02% | Add +4.7% | 715 | $95K |
| Harbor Investment Advisory, LLC | 0.01% | Add +437.6% | 715 | $95K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 711 | $95K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | New | 705 | $94K |
| Bernard Wealth Management Corp. | 0.04% | No change | 686 | $92K |
| Dunhill Financial, LLC | 0.03% | Add +422.3% | 679 | $91K |
| Horizon Bancorp Inc. | 0.04% | No change | 666 | $89K |
| Optima Capital LLC | 0.04% | Reduce -61.5% | 666 | $89K |
| Davis Capital Management | 0.06% | No change | 632 | $84K |
| Rialto Wealth Management, LLC | 0.02% | No change | 619 | $83K |
| Litman Gregory Wealth Management LLC | 0.01% | New | 600 | $80K |
| Lazard Asset Management LLC | 0.00% | No change | 598 | $80K |
| Creative Financial Designs Inc. | 0.00% | Reduce -2.3% | 585 | $78K |
| Tsfg, LLC | 0.01% | No change | 577 | $77K |
| Cary Street Partners Investment Advisory LLC | 0.02% | No change | 573 | $76K |
| CVA Family Office, LLC | 0.01% | No change | 560 | $75K |
| Russell Investments Group, Ltd. | 0.00% | Add +19.8% | 550 | $73K |
| FWL Investment Management, LLC | 0.02% | No change | 544 | $73K |
| GAMMA Investing LLC | 0.00% | No change | 538 | $72K |
| Murphy & Mullick Capital Management Corp | 0.05% | No change | 530 | $71K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 504 | $67K |
| Operose Advisors LLC | 0.02% | No change | 490 | $65K |
| Bullock Wealth Management Group | 0.03% | — | 483 | $65K |
| Crews Bank & Trust | 0.01% | No change | 475 | $63K |
| St Germain D J Co. Inc. | 0.00% | No change | 470 | $63K |
| Cardiff Park Advisors, LLC | 0.01% | Reduce -15.4% | 462 | $62K |
| Align Financial, LLC | 0.04% | — | 61,138 | $61K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +214.1% | 446 | $60K |
| Advocate Investing Services LLC | 0.05% | — | 439 | $59K |
| UMB Bank, n.a. | 0.00% | New | 417 | $56K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 415 | $55K |
| Cape Investment Advisory, Inc. | 0.02% | Add +152.4% | 414 | $55K |
| Bell Investment Advisors, Inc | 0.01% | Add +0.5% | 410 | $55K |
| Aspect Partners, LLC | 0.02% | Reduce -55.2% | 406 | $54K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 403 | $54K |
| Ameriflex Group, Inc. | 0.03% | Reduce -50.0% | 400 | $53K |
| Aberdeen Wealth Management LLC | 0.02% | New | 400 | $53K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -88.6% | 394 | $53K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 390 | $52K |
| Phillips Financial Management, LLC | 0.00% | No change | 379 | $51K |
| Maseco LLP | 0.00% | No change | 373 | $50K |
| Tripletail Wealth Management, LLC | 0.06% | No change | 368 | $49K |
| Clark Wealth Partners | 0.03% | No change | 358 | $48K |
| CENTRAL TRUST Co | 0.00% | No change | 357 | $48K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 353 | $47K |
| Barnes Dennig Private Wealth Management LLC | 0.05% | No change | 350 | $47K |
| Robinswood Financial LLC | 0.01% | No change | 350 | $47K |
| Bfsg, LLC | 0.00% | No change | 348 | $46K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 345 | $46K |
| Deutsche Bank AG | 0.00% | No change | 345 | $46K |
| Scarborough Advisors, LLC | 0.01% | Add +0.6% | 342 | $46K |
| MCF Advisors LLC | 0.00% | No change | 341 | $46K |
| Grove Bank & Trust | 0.01% | No change | 332 | $44K |
| Ancora Advisors LLC | 0.00% | Reduce -2.7% | 320 | $43K |
| AdvisorNet Financial, Inc | 0.00% | No change | 305 | $41K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.3% | 298 | $40K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.03% | — | 295 | $39K |
| American National Bank & Trust | 0.00% | No change | 291 | $39K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 290 | $39K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 288 | $38K |
| Rothschild Investment LLC | 0.00% | No change | 286 | $38K |
| First Horizon Corp. | 0.00% | No change | 280 | $37K |
| SHP Wealth Management | 0.00% | — | 276 | $37K |
| Adkins Seale Capital Management LLC | 0.04% | — | 270 | $36K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +2.8% | 257 | $34K |
| JDM Financial Group LLC | 0.01% | No change | 240 | $32K |
| Abound Wealth Management | 0.01% | No change | 236 | $32K |
| Ashton Thomas Securities, LLC | 0.01% | Reduce -52.3% | 234 | $31K |
| Pittenger & Anderson Inc. | 0.00% | No change | 233 | $31K |
| Proathlete Wealth Management LLC | 0.01% | Add +2775.0% | 230 | $31K |
| SIMA Wealth Partners, LLC | 0.02% | No change | 212 | $28K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 205 | $27K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 200 | $27K |
| Jessup Wealth Management, Inc | 0.01% | New | 201 | $27K |
| Pflug Koory, LLC | 0.01% | No change | 200 | $27K |
| Caitlin John, LLC | 0.02% | Add +30.5% | 197 | $26K |
| SYM FINANCIAL Corp | 0.00% | Reduce -78.2% | 196 | $26K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 187 | $25K |
| BNP Paribas Financial Markets | 0.00% | Reduce -73.3% | 179 | $24K |
| Greykasell Wealth Strategies, Inc. | 0.01% | Add +0.6% | 178 | $24K |
| DecisionPoint Financial, LLC | 0.01% | No change | 169 | $23K |
| Lodestone Wealth Management LLC | 0.01% | New | 164 | $22K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 154 | $21K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Reduce -71.4% | 150 | $20K |
| IFC & Insurance Marketing, Inc. | 0.02% | — | 147 | $20K |
| Nemes Rush Group LLC | 0.00% | No change | 138 | $18K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 137 | $18K |
| Center for Financial Planning, Inc. | 0.00% | No change | 136 | $18K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -86.5% | 135 | $18K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 130 | $17K |
| Glassman Wealth Services | 0.00% | No change | 127 | $17K |
| FAS Wealth Partners, Inc. | 0.00% | New | 123 | $16K |
| Bravera Wealth | 0.01% | — | 122 | $16K |
| First Pacific Financial | 0.00% | Add +0.8% | 121 | $16K |
| Trust Co. of Toledo NA | 0.00% | No change | 120 | $16K |
| Glen Eagle Advisors, LLC | 0.00% | Add +0.8% | 118 | $16K |
| NFSG Corp | 0.00% | No change | 115 | $15K |
| Tidemark, LLC | 0.00% | No change | 115 | $15K |
| Anfield Capital Management, LLC | 0.00% | No change | 111 | $15K |
| Princeton Global Asset Management LLC | 0.00% | Add +0.9% | 111 | $15K |
| Ameliora Wealth Management Ltd. | 0.00% | No change | 107 | $14K |
| North Star Investment Management Corp. | 0.00% | No change | 105 | $14K |
| Toth Financial Advisory Corp. | 0.00% | No change | 105 | $14K |
| EPG Wealth Management LLC | 0.00% | No change | 103 | $14K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 102 | $14K |
| Dogwood Wealth Management LLC | 0.01% | No change | 99 | $13K |
| Howe & Rusling Inc. | 0.00% | New | 98 | $13K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | Reduce -87.9% | 100 | $13K |
| Strengthening Families & Communities, LLC | 0.00% | Add +1.1% | 91 | $12K |
| Caldwell Trust Co | 0.00% | No change | 90 | $12K |
| Olistico Wealth, LLC | 0.01% | New | 88 | $12K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 87 | $12K |
| McIlrath & Eck, LLC | 0.00% | New | 80 | $11K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Add +220.0% | 80 | $11K |
| Bellevue Asset Management, LLC | 0.00% | No change | 75 | $10K |
| Signaturefd, LLC | 0.00% | New | 61 | $8K |
| SJS Investment Consulting Inc. | 0.00% | No change | 60 | $8K |
| Curio Wealth, LLC | 0.00% | New | 56 | $8K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 53 | $7K |
| Chapman Financial Group, LLC | 0.00% | No change | 50 | $7K |
| Rakuten Securities, Inc. | 0.00% | Add +4900.0% | 50 | $7K |
| New Millennium Group LLC | 0.00% | Reduce -7.5% | 49 | $7K |
| Morse Asset Management, Inc | 0.00% | No change | 49 | $7K |
| MidFirst Bank | 0.00% | — | 48 | $6K |
| Allianz SE | 0.00% | Reduce -100.0% | 46 | $6K |
| Peachtree Investment Partners, LLC | 0.00% | Add +2.3% | 45 | $6K |
| HighMark Wealth Management LLC | 0.00% | No change | 35 | $5K |
| Coston, McIsaac & Partners | 0.00% | Add +2.8% | 37 | $4K |
| Valley National Advisers Inc. | 0.00% | No change | 30 | $4K |
| Key Capital Management, INC | 0.00% | — | 22 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 19 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 13 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 11 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $267 |
| Kingdom Financial Group LLC. | 0.00% | New | 1 | $131 |
| Covestor Ltd | 0.00% | No change | 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.