Vanguard Financials ETFVFHETF
13F holders, Q2 2026 (June 30)761holders +17
69new positions
47sold out
5famous investors
$131.59avg. 13F price*
At the end of Q2 2026, 761 institutions reported holding Vanguard Financials ETF (VFH) in their 13F filings, up 17 from Q1 2026. 69 opened new positions and 47 sold out. The largest holders were Bank of America Corp. ($2.8B), Morgan Stanley ($490.8M) and UBS Group AG ($255.1M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Vanguard Financials ETF
- CUSIP
- 92204A405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $34.8M |
| Exits | 47 | $143.3M |
All 13F filers, Q1 2026 → Q2 2026: 1,350,834 shares bought and 5,313,503 shares sold, net −3,962,669 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 761 holders
| Bank of America Corp. | 0.18% | Reduce -11.5% | 21,196,317 | $2.8B |
| Morgan Stanley | 0.03% | Add +1.7% | 3,729,437 | $490.8M |
| UBS Group AG | 0.04% | Add +1.7% | 1,938,513 | $255.1M |
| Wells Fargo & Company | 0.04% | Reduce -6.3% | 1,811,916 | $238.4M |
| PGIM Custom Harvest LLC | 2.78% | Add +3.9% | 1,686,235 | $221.9M |
| Raymond James Financial Inc. | 0.04% | Reduce -4.5% | 1,221,644 | $160.8M |
| LPL Financial LLC | 0.03% | Add +5.0% | 964,920 | $127.0M |
| FMR LLC | 0.01% | Reduce -3.5% | 930,485 | $122.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -20.3% | 742,857 | $97.8M |
| Royal Bank of Canada | 0.01% | Add +10.2% | 639,191 | $84.1M |
| Two Sigma Investments, LP | 0.06% | Reduce -9.6% | 605,000 | $79.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +7.6% | 485,154 | $63.8M |
| Beacon Capital Management, Inc. | 3.81% | Reduce -13.8% | 478,035 | $62.9M |
| Stifel Financial Corp. | 0.05% | Reduce -2.5% | 451,392 | $59.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.0% | 435,273 | $57.3M |
| Cetera Investment Advisers | 0.05% | Add +3.0% | 430,033 | $56.6M |
| Lido Advisors, LLC | 0.16% | Add +3.3% | 344,493 | $45.3M |
| Osaic Holdings, Inc. | 0.05% | Add +18.0% | 303,034 | $39.9M |
| Allianz SE | 0.37% | No change | 267,713 | $35.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -15.3% | 243,922 | $32.1M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -1.0% | 242,805 | $32.0M |
| M&T Bank Corp | 0.09% | Reduce -6.4% | 236,897 | $31.2M |
| TD Waterhouse Canada Inc. | 0.08% | Add +3.9% | 221,005 | $29.7M |
| Pinnacle Financial Partners, Inc. | 0.19% | Reduce -0.0% | 212,066 | $27.9M |
| KCM Investment Advisors LLC | 0.79% | Add +3.6% | 200,509 | $26.4M |
| Ameritas Advisory Services, LLC | 0.53% | Add +48.7% | 197,536 | $26.0M |
| Corient Private Wealth LP | 0.04% | Reduce -6.9% | 192,960 | $25.4M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -7.0% | 188,644 | $24.8M |
| Ayalon Insurance Comp Ltd. | 2.87% | No change | 178,031 | $23.4M |
| Sanctuary Advisors, LLC | 0.11% | Add +42.6% | 172,422 | $22.7M |
| Janney Montgomery Scott LLC | 0.04% | Add +4.8% | 158,789 | $20.9M |
| Main Management LLC | 1.39% | Add +0.1% | 157,223 | $20.7M |
| CMH Wealth Management LLC | 3.03% | Add +3.8% | 150,808 | $19.8M |
| Cedar Mountain Advisors, LLC | 3.32% | Add +0.9% | 146,558 | $19.3M |
| Trust Co. of Oklahoma | 4.83% | Reduce -0.5% | 142,855 | $18.8M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -5.1% | 142,504 | $18.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.7% | 138,842 | $18.3M |
| Edmond DE Rothschild Holding S.A. | 0.24% | No change | 138,679 | $18.3M |
| Mariner, LLC | 0.02% | Reduce -3.7% | 136,363 | $17.9M |
| Fifth Third Bancorp | 0.03% | Reduce -1.9% | 133,814 | $17.6M |
| HighTower Advisors, LLC | 0.02% | Reduce -3.2% | 129,075 | $17.0M |
| Assetmark, Inc. | 0.03% | Add +144.7% | 120,753 | $15.9M |
| Focus Partners Wealth | 0.02% | Reduce -4.1% | 115,665 | $15.2M |
| Cresset Asset Management, LLC | 0.06% | Add +11.2% | 115,066 | $15.1M |
| Searcy Financial Services Inc. | 5.04% | Reduce -0.1% | 114,112 | $15.0M |
| MassMutual Private Wealth & Trust, FSB | 0.37% | Reduce -2.1% | 108,624 | $14.3M |
| Retirement Planning Group, LLC | 0.36% | Add +1491.9% | 108,505 | $14.3M |
| Winthrop Capital Management, LLC | 3.31% | Add +1.0% | 104,157 | $13.7M |
| Jones Financial Companies LLLP | 0.01% | Add +12.5% | 103,222 | $13.6M |
| Quantinno Capital Management LP | 0.02% | Add +103.0% | 100,363 | $13.2M |
| WBH Advisory Inc. | 0.88% | Reduce -1.7% | 99,170 | $13.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -6.3% | 97,503 | $12.8M |
| Allen Investment Management, LLC | 0.15% | No change | 95,861 | $12.6M |
| MML Investors Services, LLC | 0.02% | Reduce -46.0% | 89,745 | $11.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +5.7% | 89,445 | $11.8M |
| Wheelhouse Advisory Group LLC | 3.27% | Add +5.2% | 88,023 | $11.6M |
| Creative Planning | 0.01% | Add +3.8% | 81,376 | $10.7M |
| Mosley Wealth Management | 3.38% | Add +2191.6% | 80,709 | $10.6M |
| Truist Financial Corp. | 0.01% | Reduce -9.3% | 79,657 | $10.5M |
| Chai Trust Co. LLC | 0.71% | Add +0.6% | 78,503 | $10.3M |
| Cerity Partners LLC | 0.01% | Reduce -9.3% | 72,024 | $9.5M |
| Hancock Whitney Corp. | 0.15% | Add +14.2% | 67,154 | $8.8M |
| Madison Asset Management, LLC | 0.10% | Reduce -1.8% | 64,266 | $8.5M |
| Summit Financial, LLC | 0.09% | Add +7.4% | 63,181 | $8.3M |
| LCM Capital Management Inc | 3.63% | Add +1.8% | 63,009 | $8.3M |
| Founders Grove Wealth Partners, LLC | 1.64% | Add +5.5% | 62,306 | $8.2M |
| Calton & Associates, Inc. | 1.18% | Reduce -30.3% | 61,387 | $8.1M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -33.5% | 60,191 | $7.9M |
| Atlas Capital Advisors Inc. | 0.84% | Reduce -2.6% | 58,483 | $7.7M |
| Bellwether Advisors, LLC | 1.13% | New | 58,048 | $7.6M |
| BTG Pactual Asset Management US LLC | 0.53% | Add +2.9% | 53,391 | $7.0M |
| Gibraltar Capital Management, Inc. | 1.06% | Add +2.9% | 52,142 | $6.9M |
| Citadel Advisors | 0.00% | Add +161.3% | 51,543 | $6.8M |
| Annex Advisory Services, LLC | 0.12% | Reduce -0.9% | 51,200 | $6.7M |
| Johnson Investment Counsel Inc. | 0.05% | Add +3.6% | 49,276 | $6.5M |
| Penobscot Wealth Management | 1.70% | Add +2.1% | 48,290 | $6.4M |
| Curran Financial Partners, LLC | 0.94% | New | 48,196 | $6.3M |
| Integrated Wealth Concepts LLC | 0.04% | Add +0.3% | 48,166 | $6.3M |
| Theory Financial LLC | 1.94% | Reduce -2.3% | 46,809 | $6.2M |
| AlphaCore Capital LLC | 0.11% | Reduce -5.1% | 46,790 | $6.2M |
| Bank of Montreal | 0.00% | Reduce -3.9% | 46,549 | $6.1M |
| Equitable Holdings, Inc. | 0.04% | Reduce -9.0% | 46,168 | $6.1M |
| Merit Financial Group, LLC | 0.04% | Reduce -0.2% | 46,016 | $6.1M |
| Wall Street Financial Group, Inc. | 3.16% | Add +3.0% | 44,949 | $5.9M |
| Altura Wealth Advisors Inc. | 1.98% | Add +12.6% | 44,706 | $5.9M |
| LMG Wealth Partners, LLC | 0.92% | Add +6.8% | 43,632 | $5.7M |
| Cascade Financial Partners, LLC | 0.48% | Add +11.6% | 42,323 | $5.6M |
| Bartlett & Co. Wealth Management LLC | 0.07% | No change | 42,292 | $5.6M |
| Frank, Rimerman Advisors LLC | 0.31% | Reduce -12.3% | 41,579 | $5.5M |
| Natixis Advisors, LLC | 0.01% | Reduce -0.5% | 41,026 | $5.4M |
| Pathstone Holdings, LLC | 0.02% | Add +4.7% | 40,312 | $5.3M |
| Silver Coast Investments LLC | 1.55% | Add +2.1% | 39,595 | $5.2M |
| Foundations Investment Advisors, LLC | 0.05% | Add +5.4% | 39,230 | $5.2M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.95% | Add +0.3% | 36,706 | $5.1M |
| Captrust Financial Advisors | 0.01% | Reduce -59.0% | 38,338 | $5.0M |
| MAI Capital Management | 0.02% | Add +21.1% | 37,853 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.2% | 53,420 | $4.8M |
| Anchor Investment Management, LLC | 0.36% | Add +1.6% | 36,585 | $4.8M |
| Quaker Wealth Management, LLC | 1.40% | Add +3.0% | 36,583 | $4.8M |
| Waverly Advisors, LLC | 0.03% | Add +16.2% | 34,450 | $4.5M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -1.9% | 34,065 | $4.5M |
| Argentarii, LLC | 1.35% | Reduce -0.8% | 31,576 | $4.5M |
| North Forty Two & Co. | 3.65% | No change | 32,707 | $4.3M |
| Focus Financial Network, Inc. | 0.13% | Add +2.5% | 31,826 | $4.2M |
| Financial Freedom, LLC | 1.91% | Reduce -21.2% | 31,625 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -28.8% | 30,529 | $4.0M |
| AQR Capital Management | 0.00% | Reduce -2.1% | 30,330 | $4.0M |
| Elm Partners Management LLC | 0.14% | Add +25.0% | 29,352 | $3.9M |
| Northern Trust Corp. | 0.00% | Reduce -3.4% | 29,305 | $3.9M |
| Joule Financial, LLC | 1.05% | Reduce -3.7% | 29,304 | $3.9M |
| Gladstone Institutional Advisory LLC | 0.12% | Reduce -7.7% | 29,033 | $3.8M |
| Tandem Wealth Advisors LLC | 1.49% | Add +3.5% | 28,535 | $3.8M |
| RCW Management, LLC | 3.34% | Add +0.3% | 28,309 | $3.7M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Reduce -57.1% | 27,895 | $3.7M |
| City State Bank | 0.83% | Reduce -0.3% | 27,626 | $3.6M |
| First Financial Corp. | 1.25% | Reduce -1.7% | 27,365 | $3.6M |
| Advisors Capital Management, LLC | 0.04% | Reduce -4.5% | 27,333 | $3.6M |
| Sharper & Granite LLC | 1.11% | Add +3.6% | 27,284 | $3.6M |
| Park National Corp. | 0.10% | Reduce -1.6% | 27,282 | $3.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -5.1% | 26,828 | $3.5M |
| D.A. Davidson & Co. | 0.02% | Add +2.5% | 25,839 | $3.4M |
| Trinity Legacy Partners, LLC | 0.68% | Reduce -1.0% | 24,363 | $3.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -7.5% | 25,725 | $3.4M |
| Allworth Financial LP | 0.01% | Reduce -2.0% | 25,665 | $3.4M |
| Bokf, NA | 0.05% | Reduce -1.5% | 25,161 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -72.8% | 25,037 | $3.3M |
| IHT Wealth Management, LLC | 0.07% | Add +0.3% | 24,668 | $3.2M |
| Lebenthal Global Advisors, LLC | 0.44% | Reduce 0.0% | 24,520 | $3.2M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -4.1% | 23,851 | $3.1M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.12% | Add +0.2% | 23,439 | $3.1M |
| Arax Advisory Partners | 0.02% | Add +1555.6% | 23,046 | $3.0M |
| Royal Fund Management, LLC | 0.25% | Add +9.2% | 22,829 | $3.0M |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -1.2% | 22,818 | $3.0M |
| Horizon Family Wealth, Inc. | 1.36% | Add +13.0% | 22,626 | $3.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -46.2% | 22,421 | $3.0M |
| Praetorian Wealth Management, Inc. | 0.50% | Add +0.1% | 21,925 | $2.9M |
| Richmond Brothers, Inc. | 1.48% | Reduce -57.7% | 21,641 | $2.8M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -1.4% | 21,512 | $2.8M |
| O'ROURKE & COMPANY, Inc | 0.99% | Add +0.1% | 21,450 | $2.8M |
| United Capital Financial Advisors, LLC | 0.02% | Add +0.0% | 20,927 | $2.8M |
| Earned Wealth Advisors, LLC | 0.18% | Add +0.5% | 20,798 | $2.7M |
| Citigroup Inc. | 0.00% | Reduce -5.3% | 20,679 | $2.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -27.9% | 20,392 | $2.7M |
| Novare Capital Management LLC | 0.18% | Reduce -5.8% | 19,742 | $2.6M |
| Atria Investments, Inc | 0.03% | Add +28.7% | 19,314 | $2.5M |
| Advisory Services Network, LLC | 0.03% | Add +2.0% | 18,885 | $2.5M |
| NorthCrest Asset Manangement, LLC | 0.06% | Add +31.6% | 18,146 | $2.5M |
| MontVue Capital Management, Inc. | 1.41% | No change | 18,625 | $2.5M |
| Madden Advisory Services, Inc. | 0.86% | Add +2.1% | 18,233 | $2.4M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +1.4% | 18,214 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.10% | Add +2.9% | 17,970 | $2.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -72.3% | 17,706 | $2.3M |
| Farther Finance Advisors, LLC | 0.02% | Add +14.0% | 17,523 | $2.3M |
| Essex Financial Services, Inc. | 0.11% | Add +0.1% | 17,366 | $2.3M |
| Point72 Asset Management | 0.00% | Reduce -27.5% | 17,219 | $2.3M |
| Avion Wealth | 0.41% | Reduce -1.7% | 16,686 | $2.2M |
| Quantitative Investment Management, LLC | 0.24% | New | 16,561 | $2.2M |
| Freestone Capital Holdings, LLC | 0.06% | Add +434.9% | 16,372 | $2.2M |
| Cornerstone Planning, LLC | 0.49% | Add +2.1% | 16,120 | $2.1M |
| Terra Nova Asset Management LLC | 1.28% | Reduce -1.2% | 15,925 | $2.1M |
| Harbour Investments, Inc. | 0.03% | Add +7.4% | 15,819 | $2.1M |
| Raab & Moskowitz Asset Management LLC | 0.42% | Reduce -4.0% | 15,805 | $2.1M |
| Transcend Capital Advisors, LLC | 0.14% | Add +0.3% | 15,432 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +2.0% | 14,939 | $2.0M |
| Mission Wealth Management, LP | 0.02% | Add +33.7% | 14,513 | $1.9M |
| Parallel Advisors, LLC | 0.03% | Reduce -0.4% | 14,513 | $1.9M |
| JM2 Capital Inc. | 1.31% | Reduce -0.6% | 14,490 | $1.9M |
| Novak & Powell Financial Services, Inc. | 0.89% | Add +2.7% | 14,325 | $1.9M |
| Investor's Fiduciary Advisor Network, LLC | 0.64% | Reduce -10.2% | 14,257 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.6% | 14,146 | $1.9M |
| Stonebridge Financial Group, LLC | 0.26% | — | 14,111 | $1.9M |
| Live Oak Investment Partners | 0.98% | Add +13.0% | 13,891 | $1.8M |
| CWA Asset Management Group, LLC | 0.06% | Add +41.8% | 13,819 | $1.8M |
| BlackRock, Inc. | 0.00% | Reduce -15.1% | 13,766 | $1.8M |
| Fifth Third Securities, Inc. | 0.10% | Reduce -26.4% | 13,731 | $1.8M |
| Krilogy Financial LLC | 0.05% | Add +1.9% | 13,701 | $1.8M |
| Evanson Financial, LLC | 0.09% | — | 13,328 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -68.6% | 13,282 | $1.7M |
| Bank of Marin | 1.22% | No change | 13,249 | $1.7M |
| Principal Securities, Inc. | 0.02% | Add +453.8% | 13,187 | $1.7M |
| Bigelow Investment Advisors, LLC | 0.62% | Reduce -1.6% | 12,996 | $1.7M |
| Fiduciary Trust Co | 0.02% | Reduce -1.2% | 12,945 | $1.7M |
| Montag A & Associates Inc. | 0.07% | No change | 12,899 | $1.7M |
| &partners | 0.01% | Add +17.6% | 12,715 | $1.7M |
| Gotham Asset Management | 0.00% | No change | 12,609 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Add +3.3% | 12,489 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +0.4% | 12,488 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -7.8% | 12,475 | $1.6M |
| Magnus Financial Group LLC | 0.12% | Add +0.2% | 12,374 | $1.6M |
| Harbour Investment Management LLC | 0.84% | Reduce -1.2% | 12,333 | $1.6M |
| Capital Management Associates, Inc | 0.33% | Add +11.9% | 12,329 | $1.6M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +34.1% | 12,171 | $1.6M |
| Manchester Capital Management LLC | 0.21% | No change | 12,162 | $1.6M |
| 17 Capital Partners, LLC | 0.72% | Add +9.2% | 12,070 | $1.6M |
| Brighton Jones LLC | 0.03% | Add +0.1% | 12,064 | $1.6M |
| Evolution Wealth Advisors, LLC | 0.18% | Add +0.0% | 11,890 | $1.6M |
| Cladis Investment Advisory, LLC | 0.72% | No change | 11,755 | $1.5M |
| Ingalls & Snyder LLC | 0.04% | Add +7.4% | 11,639 | $1.5M |
| Wealthcare Capital Partners, LLC | 0.63% | Reduce -2.5% | 11,636 | $1.5M |
| Independent Financial Group, LLC | 0.03% | Add +3.4% | 11,581 | $1.5M |
| Keebeck Wealth Management | 0.15% | No change | 11,465 | $1.5M |
| Daymark Wealth Partners, LLC | 0.04% | Add +233.7% | 11,394 | $1.5M |
| SCS Capital Management LLC | 0.01% | Reduce -21.5% | 11,369 | $1.5M |
| RBA Wealth Management, LLC | 0.55% | Reduce -8.1% | 11,341 | $1.5M |
| Private Wealth Advisors, LLC | 0.44% | Reduce -1.9% | 11,229 | $1.5M |
| Idaho Trust Co | 0.43% | Reduce -6.3% | 11,188 | $1.5M |
| HB Wealth Management, LLC | 0.01% | Reduce -0.6% | 11,094 | $1.5M |
| Glenmede Trust Co. NA | 0.01% | Reduce -6.8% | 11,062 | $1.5M |
| Bessemer Group Inc. | 0.00% | Add +9.3% | 11,059 | $1.5M |
| Wealthfront Advisers LLC | 0.00% | Reduce -7.3% | 10,770 | $1.4M |
| Choreo, LLC | 0.02% | Add +0.1% | 10,491 | $1.4M |
| One Charles Private Wealth Services, LLC | 0.32% | Reduce -13.2% | 10,419 | $1.4M |
| Disciplined Investors, L.L.C. | 0.68% | Reduce -16.1% | 10,399 | $1.4M |
| Prospera Financial Services Inc | 0.02% | Reduce -28.4% | 10,361 | $1.4M |
| Asset One Wealth Management LLC | 0.14% | Add +1.8% | 9,797 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Add +68.2% | 10,289 | $1.4M |
| Simplicity Wealth,LLC | 0.04% | New | 10,030 | $1.3M |
| Stratos Wealth Advisors, LLC | 0.07% | Reduce -0.8% | 9,811 | $1.3M |
| Hopwood Financial Services, Inc. | 0.75% | Add +4.2% | 9,794 | $1.3M |
| Wealth Management Associates, Inc. | 0.35% | Reduce -0.3% | 9,711 | $1.3M |
| Citizens Financial Group Inc. | 0.02% | Add +0.5% | 9,703 | $1.3M |
| Ipsen Advisor Group LLC | 0.81% | Add +0.6% | 9,595 | $1.3M |
| Wealth Alliance, LLC | 0.10% | Reduce -3.4% | 9,537 | $1.3M |
| Cornerstone Select Advisors, LLC | 0.53% | Add +0.3% | 9,526 | $1.3M |
| Principle Wealth Partners LLC | 0.06% | No change | 9,266 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -8.6% | 9,260 | $1.2M |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -2.5% | 9,170 | $1.2M |
| Birchcreek Wealth Management, LLC | 0.47% | Add +28.9% | 9,078 | $1.2M |
| Black Diamond Financial, LLC | 0.10% | Reduce -0.3% | 8,973 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -44.7% | 8,947 | $1.2M |
| Bailard, Inc. | 0.02% | Reduce -3.4% | 8,904 | $1.2M |
| Savant Capital, LLC | 0.00% | Add +127.8% | 8,996 | $1.2M |
| Gryphon Financial Partners LLC | 0.10% | No change | 8,761 | $1.2M |
| Flow Traders U.S. LLC | 0.05% | New | 8,719 | $1.1M |
| Odyssey Capital Advisors, Inc. | 0.82% | Reduce -2.5% | 8,692 | $1.1M |
| Tranquilli Financial Advisor LLC | 0.61% | Reduce -0.6% | 8,678 | $1.1M |
| GWN Securities Inc. | 0.19% | Reduce -4.1% | 8,668 | $1.1M |
| KDK Private Wealth Management, LLC | 0.94% | Reduce -5.3% | 8,623 | $1.1M |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -0.0% | 8,615 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.2% | 8,469 | $1.1M |
| Commerce Bank | 0.00% | Add +4.4% | 8,451 | $1.1M |
| Valmark Advisers, Inc. | 0.01% | Add +2.5% | 8,348 | $1.1M |
| Pension & Wealth Management Advisors, Inc. | 0.29% | No change | 8,304 | $1.1M |
| Institute for Wealth Management, LLC. | 0.09% | Reduce -47.9% | 8,162 | $1.1M |
| Jacobs Equity LLC | 0.74% | Add +13.5% | 8,144 | $1.1M |
| Clearstead Advisors, LLC | 0.01% | Add +3.8% | 7,933 | $1.0M |
| Fischer Financial Services, Inc. | 0.26% | Reduce -21.4% | 7,863 | $1.0M |
| RFG Advisory, LLC | 0.02% | Reduce -11.8% | 7,765 | $1.0M |
| Hershey Financial Advisers, LLC | 0.73% | Reduce -9.3% | 7,723 | $1.0M |
| Western Wealth Management, LLC | 0.03% | Reduce -7.3% | 7,656 | $1.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | New | 7,625 | $1.0M |
| EP Wealth Advisors, LLC | 0.00% | Add +13.5% | 7,526 | $990K |
| Daybright Advisory Services, Inc. | 0.24% | Add +38.9% | 7,090 | $987K |
| Ascent Group, LLC | 0.03% | Add +1.0% | 7,453 | $981K |
| Westside Investment Management, Inc. | 0.13% | No change | 7,376 | $971K |
| US Bancorp \de | 0.00% | Add +10.4% | 7,295 | $960K |
| BLB&B Advisors, LLC | 0.04% | No change | 7,286 | $959K |
| Houlihan Financial Resource Group, Ltd. | 0.34% | Reduce -5.2% | 7,276 | $957K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 7,242 | $953K |
| WP Advisors, LLC | 0.23% | Reduce -0.2% | 7,228 | $951K |
| White Lighthouse Investment Management Inc. | 0.12% | Reduce -0.2% | 7,123 | $938K |
| Community Bank, N.A. | 0.10% | Reduce -1.4% | 7,050 | $928K |
| Mainsail Asset Management, LLC | 0.36% | Add +38.7% | 6,675 | $921K |
| Berkeley Capital Partners, LLC | 0.19% | Add +2.4% | 6,962 | $916K |
| Stephens Inc. | 0.01% | Reduce -0.7% | 6,937 | $913K |
| Marble Harbor Investment Counsel, LLC | 0.09% | No change | 6,850 | $901K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 6,846 | $901K |
| Baker Ellis Asset Management LLC | 0.09% | No change | 6,810 | $896K |
| Wealthspire Retirement, LLC | 0.05% | Add +0.5% | 6,760 | $890K |
| Vanguard National Trust Co | 0.05% | Reduce -10.9% | 6,758 | $889K |
| Nova Wealth Management, Inc. | 0.49% | Reduce -28.8% | 6,756 | $889K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -5.0% | 6,741 | $887K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -0.8% | 6,640 | $874K |
| Cahill Financial Advisors Inc. | 0.08% | Add +1.6% | 6,613 | $870K |
| Brookstone Capital Management | 0.01% | Add +3.5% | 6,582 | $866K |
| Trust Co. of Vermont | 0.03% | — | 6,577 | $866K |
| Howard Wealth Management, LLC | 0.32% | Reduce -2.1% | 6,565 | $864K |
| Junk Investment Group, LLC | 0.38% | Add +0.1% | 6,537 | $860K |
| Strategic Investment Solutions, Inc. | 0.20% | Add +39.4% | 6,490 | $854K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -78.3% | 6,357 | $837K |
| Kovack Advisors, Inc. | 0.04% | Add +2.0% | 6,270 | $832K |
| Wealthspire Advisors, LLC | 0.00% | Add +17.0% | 6,276 | $826K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -10.0% | 6,273 | $825K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -8.1% | 6,273 | $825K |
| McGuire Investment Group, LLC | 0.07% | Add +2.7% | 6,253 | $823K |
| Hardy Reed LLC | 0.05% | No change | 6,170 | $812K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +9.6% | 6,158 | $811K |
| Kennicott Capital Management LLC | 0.37% | No change | 6,150 | $809K |
| Brandywine Oak Private Wealth LLC | 0.06% | No change | 6,101 | $803K |
| Morris Financial Concepts, Inc. | 0.24% | No change | 6,006 | $790K |
| Premier Path Wealth Partners, LLC | 0.09% | Reduce -1.1% | 5,995 | $789K |
| Blackston Financial Advisory Group, LLC | 0.44% | Add +4.5% | 5,969 | $786K |
| Harrell Investment Partners, LLC | 0.17% | No change | 5,855 | $771K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -5.3% | 5,828 | $767K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +14.7% | 5,778 | $760K |
| TD Private Client Wealth LLC | 0.01% | Add +9.8% | 5,719 | $753K |
| Waldron Private Wealth LLC | 0.03% | Add +0.6% | 5,715 | $752K |
| First PREMIER Bank | 0.12% | Reduce -9.8% | 5,618 | $740K |
| AlphaStar Capital Management, LLC | 0.05% | New | 5,619 | $739K |
| Bogart Wealth, LLC | 0.03% | No change | 5,617 | $739K |
| Matisse Capital | 0.30% | No change | 5,611 | $738K |
| Invictus Private Wealth, LLC | 0.04% | Reduce -0.7% | 5,588 | $735K |
| Brown Advisory Inc. | 0.00% | Reduce -4.8% | 5,547 | $730K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +17.1% | 5,512 | $725K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.7% | 5,449 | $717K |
| Lewis Asset Management, LLC | 0.25% | Reduce -0.0% | 5,388 | $709K |
| Checchi Capital Advisers, LLC | 0.04% | Reduce -4.5% | 5,254 | $691K |
| Caprock Group, LLC | 0.01% | No change | 5,212 | $686K |
| Evergreen Capital Management LLC | 0.01% | Add +0.2% | 5,118 | $674K |
| Wealthstar Advisors, LLC | 0.33% | Reduce -1.3% | 5,039 | $663K |
| Cibc World Market Inc. | 0.00% | No change | 4,986 | $656K |
| Apollon Wealth Management, LLC | 0.01% | Add +50.5% | 4,942 | $650K |
| ZynergyRetirementPlanningLLC | 0.35% | No change | 4,919 | $647K |
| Phillip James Consulting Co. | 0.43% | New | 4,900 | $645K |
| Carl P. Sherr & Co., LLC | 0.27% | Add +0.8% | 4,881 | $642K |
| Rothschild Wealth LLC | 0.05% | New | 4,834 | $636K |
| Founders Financial Alliance, LLC | 0.08% | Add +0.6% | 4,827 | $635K |
| Liberty Wealth Management LLC | 0.08% | No change | 5,247 | $633K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -9.4% | 4,800 | $632K |
| N.E.W. Advisory Services LLC | 0.04% | Add +0.8% | 4,795 | $631K |
| DAVENPORT & Co LLC | 0.00% | Reduce -16.7% | 4,764 | $627K |
| Centaurus Financial, Inc. | 0.02% | Reduce -49.1% | 4,741 | $624K |
| Agf Management Ltd. | 0.00% | No change | 4,735 | $623K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -6.8% | 4,734 | $623K |
| Diversify Advisory Services, LLC | 0.01% | New | 4,453 | $620K |
| Diversify Wealth Management, LLC | 0.01% | New | 4,453 | $620K |
| Long Island Wealth Management, Inc. | 0.25% | Add +0.1% | 4,679 | $616K |
| Mystic Asset Management, Inc. | 0.13% | Add +1.8% | 4,663 | $614K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -12.0% | 4,646 | $611K |
| Mosaic Financial Group, LLC | 0.39% | Add +0.1% | 4,633 | $610K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +6.1% | 4,559 | $600K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -3.2% | 4,551 | $599K |
| Keybank National Association | 0.00% | Add +45.5% | 4,515 | $594K |
| Winch Advisory Services, LLC | 0.12% | Add +0.7% | 4,514 | $594K |
| Petredis Investment Advisors LLC | 0.04% | No change | 4,513 | $594K |
| Safeguard Investment Advisory Group, LLC | 0.14% | Reduce -12.9% | 4,499 | $592K |
| AE Wealth Management LLC | 0.00% | Reduce -5.4% | 4,452 | $586K |
| Hanover Advisors Inc. | 0.21% | Reduce -3.1% | 4,438 | $584K |
| IFG Advisory, LLC | 0.02% | New | 4,421 | $582K |
| Ieq Capital, LLC | 0.00% | Reduce -91.8% | 4,408 | $580K |
| Modern Wealth Management, LLC | 0.01% | Add +87.8% | 4,399 | $579K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -14.4% | 4,381 | $577K |
| Belpointe Asset Management LLC | 0.02% | Reduce -0.8% | 4,358 | $574K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -14.6% | 4,356 | $573K |
| Kathmere Capital Management, LLC | 0.03% | Reduce -7.6% | 4,350 | $572K |
| Hirtle & Co., LLC | 0.02% | No change | 4,327 | $569K |
| Hilton Head Capital Partners, LLC | 0.29% | Reduce -0.7% | 4,316 | $568K |
| StoneX Group Inc. | 0.02% | Reduce -13.7% | 4,386 | $568K |
| Compass Financial Group, INC | 0.07% | Add +0.3% | 4,307 | $567K |
| Ibex Wealth Advisors | 0.04% | No change | 4,300 | $566K |
| Williams & Novak, LLC | 0.38% | No change | 4,270 | $562K |
| OneDigital Investment Advisors LLC | 0.00% | Add +36.3% | 4,262 | $561K |
| Dagco, Inc. | 0.10% | Reduce -9.2% | 4,253 | $560K |
| Zhang Financial LLC | 0.02% | Add +99.6% | 4,219 | $555K |
| Crestwood Advisors Group, LLC | 0.01% | Add +0.9% | 4,190 | $551K |
| Venture Visionary Partners LLC | 0.02% | Add +8.8% | 4,184 | $551K |
| SmartHarvest Portfolios, LLC | 0.18% | Reduce -0.1% | 4,173 | $549K |
| Americana Partners, LLC | 0.01% | Reduce -3.6% | 4,112 | $541K |
| Sigma Planning Corp | 0.01% | Reduce -35.0% | 4,107 | $541K |
| Elite Financial, Inc. | 0.22% | Reduce -16.4% | 4,107 | $540K |
| Calder Financial LLC | 0.51% | Reduce -6.4% | 4,099 | $539K |
| Nuveen, LLC | 0.00% | New | 4,076 | $536K |
| First Trust Advisors LP | 0.00% | Add +7.6% | 4,057 | $534K |
| Family Capital Management, Inc. | 0.21% | No change | 4,050 | $533K |
| Mainstream Capital Management LLC | 0.32% | No change | 4,045 | $532K |
| IMA Advisory Services, Inc. | 0.03% | New | 4,040 | $532K |
| Haverford Trust Co | 0.00% | Reduce -0.3% | 4,033 | $531K |
| Kennedy Investment Group, Inc. | 0.18% | Add +8.7% | 4,027 | $530K |
| Focused Wealth Management, Inc | 0.05% | Reduce -2.4% | 4,023 | $529K |
| Salomon & Ludwin, LLC | 0.04% | Reduce -0.1% | 3,919 | $526K |
| Keel Point, LLC | 0.03% | Reduce -0.1% | 3,991 | $525K |
| PFG Advisors | 0.03% | Reduce -5.2% | 3,989 | $525K |
| Bison Wealth, LLC | 0.05% | Add +11.1% | 3,798 | $522K |
| Beacon Capital Management, LLC | 0.08% | Add +2.8% | 3,945 | $519K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -4.4% | 3,943 | $519K |
| Panoramic Investment Advisors, LLC | 0.25% | Add +0.6% | 3,926 | $517K |
| Anchor Bay Capital, Inc. | 0.28% | — | 3,656 | $516K |
| Vickerman Investment Advisors, Inc. | 0.10% | Reduce -9.0% | 3,880 | $511K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.3% | 3,860 | $508K |
| Berger Financial Group, Inc | 0.03% | Reduce -0.3% | 3,859 | $508K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -0.5% | 3,838 | $505K |
| Apollon Financial, LLC | 0.06% | Reduce -3.2% | 3,825 | $503K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -2.4% | 3,819 | $503K |
| Aegis Wealth Management LLC | 0.24% | No change | 3,800 | $500K |
| Intrust Bank NA | 0.04% | No change | 3,790 | $499K |
| Snowwater Investment Partners, LLC | 0.34% | No change | 3,778 | $497K |
| VSM Wealth Advisory, LLC | 0.13% | Add +11.5% | 3,740 | $492K |
| Simmons Bank | 0.03% | No change | 3,727 | $490K |
| Park Avenue Securities LLC | 0.00% | Add +33.4% | 3,721 | $490K |
| tru Independence LLC | 0.21% | Add +0.5% | 3,689 | $486K |
| Sanchez Gaunt Capital Management, LLC | 0.27% | Add +4.0% | 3,676 | $484K |
| First Heartland Consultants, Inc. | 0.03% | Add +1.1% | 3,667 | $483K |
| Xcelsior Advisor Partners LLC | 0.06% | Reduce -0.8% | 3,661 | $482K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.4% | 3,604 | $474K |
| Stonebridge Financial Planning Group, LLC | 0.15% | Reduce -55.0% | 3,570 | $470K |
| NewEdge Wealth, LLC | 0.00% | Reduce -7.6% | 3,562 | $469K |
| Cary Street Partners Financial LLC | 0.01% | Add +35.5% | 3,552 | $467K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Add +12.0% | 3,543 | $466K |
| Flputnam Investment Management Co. | 0.01% | No change | 3,541 | $466K |
| HBK Sorce Advisory LLC | 0.01% | Add +20.3% | 3,271 | $465K |
| Geneos Wealth Management Inc. | 0.01% | Add +6.8% | 3,521 | $463K |
| Benjamin Edwards Inc. | 0.00% | Reduce -10.3% | 3,487 | $459K |
| Wedmont Private Capital | 0.01% | Add +0.8% | 3,354 | $458K |
| Ifrah Financial Services, Inc. | 0.11% | Reduce -0.5% | 3,475 | $457K |
| Swmg, LLC | 0.11% | New | 3,315 | $456K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -3.4% | 3,455 | $455K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 3,425 | $451K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -9.2% | 3,384 | $445K |
| JBR Co Financial Management Inc | 0.16% | Reduce -29.8% | 3,382 | $445K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 3,350 | $441K |
| First Growth Capital LLC | 0.33% | No change | 3,266 | $430K |
| Maltin Wealth Management, Inc. | 0.14% | Add +0.1% | 3,253 | $428K |
| Vista Investment Management | 0.13% | No change | 3,242 | $427K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.0% | 3,190 | $420K |
| Laurel Oak Wealth Management, LLC | 0.06% | Reduce -7.4% | 3,173 | $418K |
| Arrowroot Family Office, LLC | 0.12% | Reduce -0.1% | 3,152 | $415K |
| Creekside Partners | 0.15% | No change | 3,138 | $413K |
| Certified Advisory Corp | 0.03% | Reduce -14.2% | 3,137 | $413K |
| Acropolis Investment Management, LLC | 0.02% | Reduce -0.7% | 3,102 | $408K |
| Rehmann Capital Advisory Group | 0.02% | No change | 3,098 | $408K |
| Capital Square, LLC | 0.18% | Add +4.3% | 2,983 | $407K |
| Windsor Advisory Group, LLC | 0.29% | New | 3,039 | $400K |
| Compass Ion Advisors, LLC | 0.03% | Reduce -8.3% | 3,012 | $396K |
| Polaris Investment Advisors, LLC | 0.25% | No change | 3,000 | $395K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +0.0% | 2,957 | $390K |
| World Investment Advisors | 0.01% | Reduce -75.7% | 3,048 | $386K |
| Bluesphere Advisors LLC | 0.12% | Add +0.2% | 2,929 | $386K |
| Allie Family Office LLC | 0.14% | New | 2,925 | $385K |
| Laffer Tengler Investments, Inc. | 0.06% | No change | 2,924 | $385K |
| Avalon Trust Co | 0.02% | No change | 2,900 | $382K |
| Empower Advisory Group, LLC | 0.00% | Reduce -13.0% | 2,868 | $377K |
| Marshall Financial Group, LLC | 0.05% | Add +0.5% | 2,839 | $374K |
| Integral Investment Advisors, Inc. | 0.08% | No change | 2,835 | $373K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -3.4% | 2,826 | $372K |
| Mustard Seed Financial, LLC | 0.19% | No change | 2,800 | $368K |
| Searle & Co. | 0.08% | New | 2,762 | $363K |
| Solidarity Wealth, LLC | 0.06% | No change | 2,761 | $363K |
| National Bank of Canada | 0.00% | Add +0.4% | 2,762 | $363K |
| Amplius Wealth Advisors, LLC | 0.03% | No change | 2,743 | $361K |
| Spreng Capital Management, Inc. | 0.13% | No change | 2,728 | $359K |
| Retirement Planning Co of New England, Inc. | 0.13% | Add +0.8% | 2,727 | $359K |
| Soltis Investment Advisors LLC | 0.02% | Add +0.6% | 2,709 | $357K |
| Breakwater Capital Group | 0.04% | Add +0.0% | 2,701 | $355K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.1% | 2,681 | $353K |
| Dakota Wealth Management | 0.01% | No change | 2,668 | $351K |
| Tannin Capital LLC | 0.23% | Reduce -6.2% | 2,661 | $350K |
| Z3 Capital Partners, LLC | 0.07% | Reduce -9.9% | 2,656 | $350K |
| Money Concepts Capital Corp. | 0.02% | Add +0.6% | 2,656 | $349K |
| Huntington National Bank | 0.00% | No change | 2,631 | $346K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -2.9% | 2,630 | $346K |
| Peterson Wealth Advisors, LLC | 0.04% | Add +3.7% | 2,625 | $345K |
| Fairfield, Bush & Co. | 0.17% | Reduce -1.1% | 2,605 | $343K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -32.1% | 2,501 | $342K |
| Sather Financial Group Inc | 0.02% | New | 2,567 | $338K |
| Mgo One Seven LLC | 0.01% | Add +2.3% | 2,561 | $337K |
| Global Retirement Partners, LLC | 0.01% | — | 2,553 | $336K |
| Planning Strategies Inc. | 0.20% | — | 2,473 | $325K |
| Moneco Advisors, LLC | 0.02% | New | 2,473 | $325K |
| HUB Investment Partners, LLC | 0.01% | Add +45.0% | 2,451 | $323K |
| Collaborative Wealth Managment Inc. | 0.13% | Reduce -8.3% | 2,437 | $321K |
| Eagle Wealth Advisors LLC | 0.24% | No change | 2,430 | $320K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.4% | 2,427 | $319K |
| Main Street Financial Solutions, LLC | 0.02% | Add +0.0% | 2,419 | $318K |
| PDS Planning, Inc | 0.02% | Reduce -2.4% | 2,396 | $315K |
| Betterment LLC | 0.00% | Add +8.4% | 2,396 | $315K |
| BIP Wealth, LLC | 0.01% | New | 2,393 | $315K |
| Wedbush Securities Inc. | 0.01% | Add +0.1% | 2,383 | $314K |
| Value Investment Professionals, LLC | 0.26% | New | 2,351 | $309K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -0.8% | 2,339 | $308K |
| James J. Burns & Company, LLC | 0.03% | No change | 2,320 | $305K |
| Procyon Advisors, LLC | 0.01% | New | 2,315 | $305K |
| Fiduciary Alliance LLC | 0.02% | Reduce -16.3% | 2,305 | $303K |
| Chris Bulman Inc | 0.11% | No change | 2,296 | $302K |
| SP Asset Management LLC | 0.02% | New | 2,286 | $301K |
| Financial & Tax Architects, LLC | 0.06% | New | 2,281 | $300K |
| RFG - Bristol Wealth Advisors, LLC | 0.07% | Add +0.6% | 2,276 | $300K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -5.0% | 2,274 | $299K |
| Spectrum Financial Alliance Ltd LLC | 0.04% | No change | 2,260 | $297K |
| CreativeOne Wealth, LLC | 0.01% | Add +23.5% | 2,236 | $294K |
| Westfuller Advisors, LLC | 0.11% | Reduce -25.2% | 2,194 | $289K |
| IVC Wealth Advisors LLC | 0.11% | Add +22.9% | 2,150 | $283K |
| Spirepoint Private Client, LLC | 0.02% | No change | 2,127 | $280K |
| Ellevest, Inc. | 0.03% | Add +14.4% | 2,252 | $277K |
| Bluespring Wealth Management, LLC | 0.01% | New | 2,081 | $274K |
| Joseph P. Lucia & Associates, LLC | 0.08% | Reduce -4.6% | 2,071 | $273K |
| Canal Capital Management, LLC | 0.03% | Add +19.0% | 2,070 | $272K |
| OFS Enterprise LLC | 0.07% | No change | 2,068 | $272K |
| Legacy Advisors, LLC | 0.03% | No change | 2,064 | $272K |
| Courier Capital LLC | 0.01% | Reduce -1.1% | 2,054 | $270K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -51.5% | 2,048 | $270K |
| Private Advisory Group LLC | 0.01% | No change | 2,046 | $269K |
| Hantz Financial Services, Inc. | 0.00% | No change | 2,034 | $268K |
| Capital Management Corp. | 0.04% | No change | 2,012 | $265K |
| Moors & Cabot, Inc. | 0.01% | Reduce -0.1% | 2,007 | $264K |
| Patten & Patten Inc. | 0.01% | No change | 2,006 | $264K |
| Spartan Wealth Advisory Services LLC | 0.02% | No change | 2,000 | $263K |
| Boltwood Capital Management | 0.06% | No change | 1,997 | $263K |
| Hills Bank & Trust Co | 0.01% | New | 1,990 | $262K |
| Brookwood Investment Group LLC | 0.03% | Reduce -5.7% | 1,982 | $261K |
| Smartleaf Asset Management LLC | 0.01% | No change | 1,959 | $258K |
| Thoroughbred Financial Services, LLC | 0.01% | Add +1.6% | 1,960 | $258K |
| Vertex Planning Partners, LLC | 0.04% | New | 1,959 | $258K |
| Platform Technology Partners | 0.04% | No change | 1,945 | $256K |
| NWF Advisory Services Inc. | 0.02% | No change | 1,940 | $255K |
| BOS Asset Management, LLC | 0.06% | No change | 1,936 | $255K |
| Fisher Asset Management | 0.00% | Reduce -4.9% | 1,934 | $255K |
| Mascagni Wealth Management, Inc. | 0.16% | No change | 1,934 | $255K |
| Mutual Advisors, LLC | 0.00% | Reduce -2.1% | 1,926 | $253K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 1,910 | $251K |
| Alteri Wealth LLC | 0.07% | Add +0.2% | 1,909 | $251K |
| Childress Capital Advisors, LLC | 0.04% | No change | 1,905 | $251K |
| Carnegie Investment Counsel | 0.01% | No change | 1,904 | $251K |
| Welch Group, LLC | 0.01% | Reduce -2.0% | 1,903 | $250K |
| Fidelis Capital Partners, LLC | 0.01% | No change | 1,900 | $250K |
| Inspirion Wealth Advisors, LLC | 0.03% | No change | 1,850 | $249K |
| Foresight Capital Management Advisors, Inc. | 0.12% | No change | 1,882 | $248K |
| Partners Capital Investment Group, LLP | 0.01% | No change | 1,877 | $247K |
| Redwood Financial Network Corp | 0.14% | Reduce -1.6% | 1,874 | $247K |
| Allied Investment Advisors, LLC | 0.03% | No change | 1,863 | $245K |
| Stephen J. Garry & Associates, LLC | 0.18% | Reduce -16.4% | 1,860 | $245K |
| Bouchey Financial Group, Ltd. | 0.02% | Reduce -14.3% | 1,838 | $242K |
| Argonautica Private Wealth Management, Inc. | 0.06% | New | 1,835 | $241K |
| Stanley-Laman Group, Ltd. | 0.02% | No change | 1,834 | $241K |
| Aspiriant, LLC | 0.01% | New | 1,833 | $241K |
| Curi Capital, LLC | 0.00% | No change | 1,832 | $241K |
| Mayflower Financial Advisors, LLC | 0.02% | Reduce -1.6% | 1,830 | $241K |
| Websterrogers Financial Advisors, LLC | 0.06% | No change | 1,818 | $239K |
| Parr McKnight Wealth Management Group, LLC | 0.03% | Reduce -0.7% | 1,815 | $239K |
| Sei Investments Co. | 0.00% | Add +0.3% | 1,808 | $238K |
| Compass Advisory Group LLC | 0.06% | Reduce -2.1% | 1,800 | $237K |
| Chapin Davis, Inc. | 0.04% | Add +0.1% | 1,795 | $236K |
| Shepherd Financial Partners LLC | 0.02% | No change | 1,787 | $235K |
| Fiscal Wisdom Wealth Management, LLC | 0.20% | Add +2.1% | 1,782 | $235K |
| Hoxton Planning & Management, LLC | 0.06% | No change | 1,782 | $235K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,698 | $233K |
| John A. Wolfe & Associates, Inc. | 0.32% | Add +0.7% | 1,769 | $233K |
| Interchange Capital Partners, LLC | 0.04% | Reduce -35.5% | 1,752 | $231K |
| Hamilton Wealth, LLC | 0.04% | Reduce -5.5% | 1,751 | $230K |
| Aspire Growth Partners LLC | 0.13% | Reduce -11.7% | 1,748 | $230K |
| Maseco LLP | 0.01% | Add +365.4% | 1,736 | $228K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,734 | $228K |
| Kapstone Financial Advisors LLC | 0.09% | No change | 1,712 | $225K |
| Savvy Advisors, Inc. | 0.00% | New | 1,694 | $223K |
| Advantage Trust Co | 0.08% | No change | 1,689 | $222K |
| Independent Wealth Network Inc. | 0.06% | New | 1,682 | $221K |
| Sheets Smith Wealth Management | 0.02% | Add +0.2% | 1,672 | $220K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 1,670 | $220K |
| Edgestream Partners, L.P. | 0.01% | New | 1,664 | $219K |
| Ritholtz Wealth Management | 0.00% | New | 1,658 | $218K |
| Global Trust Asset Management, LLC | 0.07% | Add +140.7% | 1,651 | $217K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -59.0% | 1,643 | $216K |
| City Holding Co. | 0.02% | Reduce -5.8% | 1,629 | $214K |
| Wealth Architects, LLC | 0.02% | New | 1,625 | $214K |
| Howard Capital Management, LLC | 0.00% | New | 1,608 | $212K |
| Crusonia Wealth Advisors LLC | 0.03% | New | 1,590 | $209K |
| Global Financial Private Client, LLC | 0.06% | New | 1,585 | $209K |
| Tempo Wealth, LLC | 0.03% | New | 1,582 | $208K |
| Nwam LLC | 0.01% | New | 1,572 | $207K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 1,568 | $206K |
| Apella Capital, LLC | 0.00% | Reduce -3.9% | 1,495 | $205K |
| Fulton Bank, N.A. | 0.01% | New | 1,544 | $203K |
| Silver Oak Securities, Incorporated | 0.01% | New | 1,535 | $202K |
| PFG Investments, LLC | 0.01% | New | 1,535 | $202K |
| West Bancorporation Inc. | 0.09% | New | 1,530 | $201K |
| Advyzon Investment Management, LLC | 0.01% | New | 1,521 | $200K |
| Aventus Investment Advisors, Inc. | 0.14% | No change | 1,480 | $195K |
| Vermillion Wealth Management, Inc. | 0.04% | Reduce -0.5% | 1,432 | $188K |
| Private Trust Co. NA | 0.02% | Add +21.4% | 1,431 | $188K |
| Fiduciary Financial Advisors | 0.02% | New | 1,388 | $183K |
| IFP Advisors, Inc | 0.00% | Add +7.7% | 1,366 | $180K |
| Triumph Capital Management | 0.03% | No change | 1,363 | $179K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 1,324 | $174K |
| Progressive Investment Management Corp | 0.04% | No change | 1,300 | $171K |
| CoreCap Advisors, LLC | 0.00% | Reduce -3.2% | 1,245 | $164K |
| Viewpoint Capital Management LLC | 0.08% | No change | 1,217 | $160K |
| Financial Consulate, Inc. | 0.02% | No change | 1,184 | $156K |
| Blue Trust, Inc. | 0.00% | Reduce -2.7% | 1,172 | $154K |
| Chilton Capital Management LLC | 0.00% | Add +0.6% | 1,158 | $152K |
| Larson Financial Group LLC | 0.00% | Add +61.7% | 1,153 | $152K |
| Mather Group, Llc. | 0.00% | No change | 1,150 | $151K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,148 | $151K |
| International Assets Investment Management, LLC | 0.01% | Reduce -36.0% | 1,096 | $147K |
| Hurley Capital, LLC | 0.07% | Add +0.7% | 1,072 | $141K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -8.3% | 1,062 | $140K |
| Independence Bank of Kentucky | 0.01% | Reduce -13.0% | 1,000 | $132K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 925 | $125K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 950 | $125K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 948 | $125K |
| Tounjian Advisory Partners, LLC | 0.05% | New | 941 | $124K |
| LOM Asset Management Ltd | 0.03% | No change | 882 | $116K |
| Highline Wealth Partners LLC | 0.02% | New | 881 | $116K |
| Brown Brothers Harriman & Co. | 0.00% | Add +4.8% | 876 | $115K |
| Raffa Wealth Management, LLC | 0.01% | No change | 848 | $112K |
| Paladin Advisory Group, LLC | 0.07% | Reduce -4.5% | 834 | $110K |
| Millstone Evans Group, LLC | 0.06% | No change | 834 | $110K |
| Hanson & Doremus Investment Management | 0.01% | No change | 808 | $106K |
| Lanark Financial, Inc. | 0.01% | Add +2.0% | 800 | $105K |
| Peterson Wealth Services | 0.02% | Add +0.6% | 786 | $103K |
| Bangor Savings Bank | 0.01% | New | 782 | $103K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 760 | $100K |
| Pacific Center for Financial Services | 0.02% | No change | 758 | $100K |
| CX Institutional | 0.00% | Reduce -42.8% | 753 | $99K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Add +3.5% | 740 | $97K |
| Fourth Dimension Wealth, LLC | 0.03% | No change | 731 | $96K |
| Spire Wealth Management | 0.00% | No change | 725 | $95K |
| Key Financial Inc | 0.02% | No change | 715 | $94K |
| Russell Investments Group, Ltd. | 0.00% | Add +10.5% | 713 | $94K |
| Bernard Wealth Management Corp. | 0.03% | No change | 686 | $90K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 682 | $90K |
| Dunhill Financial, LLC | 0.02% | Add +0.5% | 675 | $89K |
| Horizon Bancorp Inc. | 0.04% | No change | 666 | $88K |
| Main Street Group, LTD | 0.02% | No change | 663 | $87K |
| Whittier Trust Co. | 0.00% | No change | 633 | $87K |
| Tanglewood Legacy Advisors, LLC | 0.03% | Reduce -39.9% | 636 | $84K |
| Harbor Asset Planning, Inc. | 0.06% | Reduce -25.6% | 635 | $84K |
| Rialto Wealth Management, LLC | 0.02% | No change | 619 | $81K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -14.6% | 607 | $80K |
| Lazard Asset Management LLC | 0.00% | No change | 598 | $79K |
| Davis Capital Management | 0.05% | Reduce -6.5% | 591 | $78K |
| Creative Financial Designs Inc. | 0.00% | Add +0.5% | 589 | $78K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -19.7% | 583 | $77K |
| Tsfg, LLC | 0.01% | No change | 577 | $76K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +48.7% | 577 | $76K |
| Ashton Thomas Securities, LLC | 0.01% | Add +146.2% | 576 | $76K |
| GAMMA Investing LLC | 0.00% | No change | 570 | $75K |
| CVA Family Office, LLC | 0.01% | No change | 560 | $74K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -3.3% | 554 | $73K |
| Outlook Capital Management, LLC | 0.02% | — | 539 | $71K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 530 | $70K |
| Obsidian Cio, LLC | 0.05% | New | 527 | $69K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 504 | $66K |
| Minot DeBlois Advisors LLC | 0.06% | No change | 500 | $66K |
| Bullock Wealth Management Group | 0.03% | Add +0.2% | 485 | $65K |
| Operose Advisors LLC | 0.01% | No change | 490 | $64K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 490 | $64K |
| Cardiff Park Advisors, LLC | 0.00% | Add +0.7% | 466 | $61K |
| SHP Wealth Management | 0.00% | Add +67.0% | 461 | $61K |
| Align Financial, LLC | 0.03% | No change | 458 | $60K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 446 | $59K |
| Advocate Investing Services LLC | 0.04% | No change | 439 | $58K |
| Crews Bank & Trust | 0.01% | Reduce -10.5% | 425 | $56K |
| UMB Bank, n.a. | 0.00% | No change | 417 | $55K |
| First Horizon Corp. | 0.00% | Add +77.8% | 409 | $54K |
| Aspect Partners, LLC | 0.02% | No change | 406 | $53K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -48.8% | 403 | $53K |
| Ameriflex Group, Inc. | 0.02% | No change | 400 | $53K |
| St Germain D J Co. Inc. | 0.00% | Reduce -16.0% | 395 | $52K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 390 | $51K |
| FWL Investment Management, LLC | 0.01% | No change | 365 | $48K |
| Cape Investment Advisory, Inc. | 0.01% | New | 363 | $48K |
| Clark Wealth Partners | 0.03% | No change | 358 | $47K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 353 | $46K |
| Hollencrest Capital Management | 0.00% | Reduce -81.6% | 352 | $46K |
| Barnes Dennig Private Wealth Management LLC | 0.04% | No change | 350 | $46K |
| Robinswood Financial LLC | 0.01% | No change | 350 | $46K |
| Bfsg, LLC | 0.00% | No change | 348 | $46K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 345 | $45K |
| Deutsche Bank AG | 0.00% | No change | 345 | $45K |
| MCF Advisors LLC | 0.00% | No change | 341 | $45K |
| Grove Bank & Trust | 0.00% | No change | 332 | $44K |
| Harborfront Financial Group LLC | 0.16% | — | 326 | $43K |
| Colonial Trust Co / SC | 0.01% | Reduce -69.5% | 323 | $43K |
| Ancora Advisors LLC | 0.00% | No change | 320 | $42K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +13.6% | 309 | $41K |
| AdvisorNet Financial, Inc | 0.00% | No change | 305 | $40K |
| Copia Wealth Management | 0.02% | No change | 300 | $39K |
| SouthState Bank Corp | 0.00% | Reduce -4.9% | 292 | $38K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 288 | $38K |
| CENTRAL TRUST Co | 0.00% | Reduce -19.6% | 287 | $38K |
| Horizon Financial Services, LLC | 0.01% | New | 287 | $38K |
| Tripletail Wealth Management, LLC | 0.04% | No change | 268 | $36K |
| Adkins Seale Capital Management LLC | 0.03% | No change | 270 | $36K |
| Continuum Advisory, LLC | 0.00% | New | 267 | $35K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 250 | $33K |
| JDM Financial Group LLC | 0.01% | No change | 240 | $32K |
| Abound Wealth Management | 0.01% | Reduce -27.6% | 236 | $31K |
| McDonald Partners LLC | 0.01% | New | 235 | $31K |
| Pittenger & Anderson Inc. | 0.00% | No change | 233 | $31K |
| Caitlin John, LLC | 0.02% | No change | 226 | $30K |
| SIMA Wealth Partners, LLC | 0.02% | No change | 212 | $28K |
| CKW Financial Group | 0.00% | New | 200 | $27K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 205 | $27K |
| Pflug Koory, LLC | 0.01% | No change | 200 | $26K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.02% | Reduce -32.9% | 198 | $26K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 200 | $26K |
| Brooklyn FI, LLC | 0.00% | New | 186 | $26K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 187 | $25K |
| 1 North Wealth Services LLC | 0.01% | New | 176 | $23K |
| DecisionPoint Financial, LLC | 0.00% | No change | 169 | $23K |
| Tidemark, LLC | 0.01% | Add +35.2% | 169 | $22K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 154 | $20K |
| Investment Counsel Co. of Nevada | 0.04% | New | 150 | $20K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 150 | $20K |
| American National Bank & Trust | 0.00% | Reduce -49.8% | 146 | $19K |
| Lodestone Wealth Management LLC | 0.01% | Reduce -14.6% | 140 | $18K |
| 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 |
| Howe & Rusling Inc. | 0.00% | Add +171.4% | 133 | $18K |
| Napier Financial, LLC | 0.00% | No change | 130 | $17K |
| Glassman Wealth Services | 0.00% | No change | 127 | $17K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 125 | $16K |
| Signaturefd, LLC | 0.00% | No change | 124 | $16K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.8% | 124 | $16K |
| Beacon Investment Advisory Services, Inc. | 0.00% | Add +0.8% | 123 | $16K |
| First Pacific Financial | 0.00% | Add +0.8% | 122 | $16K |
| Bravera Wealth | 0.01% | No change | 122 | $16K |
| First Community Trust NA | 0.01% | No change | 120 | $16K |
| Trust Co. of Toledo NA | 0.00% | No change | 120 | $16K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 118 | $16K |
| NFSG Corp | 0.00% | No change | 115 | $15K |
| Princeton Global Asset Management LLC | 0.00% | Add +0.9% | 112 | $15K |
| Mondrian Investment Partners LTD | 0.00% | New | 111 | $15K |
| Ameliora Wealth Management Ltd. | 0.00% | No change | 107 | $14K |
| North Star Investment Management Corp. | 0.00% | Reduce -89.8% | 106 | $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% | Add +1.0% | 103 | $14K |
| Vision Retirement, LLC | 0.00% | New | 103 | $14K |
| First Bancorp, Inc | 0.01% | New | 100 | $13K |
| Salem Investment Counselors Inc. | 0.00% | No change | 100 | $13K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 99 | $13K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 92 | $12K |
| Caldwell Trust Co | 0.00% | No change | 90 | $12K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 87 | $11K |
| Prestige Wealth Management Group LLC | 0.00% | New | 86 | $11K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 80 | $11K |
| Logan Capital Management Inc. | 0.00% | — | 76 | $10K |
| Bellevue Asset Management, LLC | 0.00% | No change | 75 | $10K |
| Entrust Financial LLC | 0.01% | Reduce -13.3% | 65 | $9K |
| SJS Investment Consulting Inc. | 0.00% | No change | 60 | $8K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 55 | $7K |
| Chapman Financial Group, LLC | 0.00% | Add +2.0% | 51 | $7K |
| Morse Asset Management, Inc | 0.00% | No change | 49 | $6K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 53 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 43 | $6K |
| Register Financial Advisors LLC | 0.00% | New | 41 | $5K |
| Olistico Wealth, LLC | 0.00% | No change | 39 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 38 | $5K |
| HighMark Wealth Management LLC | 0.00% | Add +2.9% | 36 | $5K |
| Parkside Financial Bank & Trust | 0.00% | No change | 35 | $5K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 34 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -85.0% | 31 | $4K |
| Coston, McIsaac & Partners | 0.00% | No change | 37 | $4K |
| LifeSteps Financial, Inc. | 0.00% | New | 30 | $4K |
| Valley National Advisers Inc. | 0.00% | No change | 30 | $4K |
| Rakuten Securities, Inc. | 0.00% | Add +12.0% | 28 | $4K |
| Key Capital Management, INC | 0.00% | No change | 22 | $3K |
| Timbuktu Capital Management, LLC | 0.00% | — | 20 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 17 | $2K |
| Tucker Asset Management LLC | 0.00% | New | 14 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 13 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 11 | $1K |
| Protective Life Corp. | 0.01% | No change | 9 | $1K |
| Proathlete Wealth Management LLC | 0.00% | No change | 8 | $1K |
| Compass Financial Management LLC | 0.00% | — | 6 | $729 |
| Allied Private Wealth LLC | 0.00% | — | 3 | $403 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $264 |
| Tompkins Financial Corp. | 0.00% | No change | 1 | $132 |
| Kingdom Financial Group LLC. | 0.00% | Reduce -99.0% | 1 | $129 |
| 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.