Vanguard Health Care ETFVHTETF

13F holders, Q1 2024 (March 31)
990holders
4famous investors
$269.91avg. 13F price*

At the end of Q1 2024, 990 institutions reported holding Vanguard Health Care ETF (VHT) in their 13F filings. The largest holders were Morgan Stanley ($460.4M), Bank of America Corp. ($435.8M) and UBS Group AG ($361.3M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Vanguard Health Care ETF
CUSIP
92204A504
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions69$54.6M
Exits45$29.3M

Ownership 990 holders

Morgan Stanley 0.04% Reduce -4.0% 1,701,969 $460.4M
Bank of America Corp. 0.04% Reduce -9.4% 1,610,936 $435.8M
UBS Group AG 0.12% Add +3.5% 1,335,518 $361.3M
PGIM Custom Harvest LLC 6.90% Add +3.0% 1,030,954 $278.9M
Wells Fargo & Company 0.07% Add +7.1% 911,296 $246.5M
Harel Insurance Investments & Financial Services Ltd. 3.98% No change 759,229 $205.4M
Everett Harris & Co. 2.70% Reduce -0.5% 751,489 $203.3M
LPL Financial LLC 0.10% Add +0.7% 678,294 $183.5M
Ameriprise Financial Inc. 0.04% Add +0.6% 601,686 $162.7M
Beacon Capital Management, Inc. 6.80% Add +2504.3% 605,763 $162.5M
Royal Bank of Canada 0.04% Add +11.0% 562,541 $152.2M
Envestnet Asset Management Inc. 0.05% Add +129.6% 516,632 $139.8M
Northwestern Mutual Wealth Management Co. 0.13% Add +5.0% 464,994 $125.8M
JPMorgan Chase & Co. 0.01% Reduce -5.9% 326,774 $88.4M
Cetera Investment Advisers 0.20% Add +790.2% 309,569 $83.7M
Commonwealth Equity Services, LLC 0.14% Reduce -5.3% 308,304 $83.4M
Manufacturers Life Insurance Company, The 0.08% Reduce -0.1% 307,433 $83.2M
Raymond James Financial Services Advisors, Inc. 0.12% Add +8.1% 302,359 $81.8M
Janney Montgomery Scott LLC 0.24% Add +0.3% 295,311 $79.9M
Morningstar Investment Management LLC 7.96% Reduce -20.7% 271,531 $73.5M
Osaic Holdings, Inc. 0.16% Reduce -1.4% 256,815 $69.5M
PNC Financial Services Group, Inc. 0.04% Add +2.5% 194,917 $52.7M
Stifel Financial Corp. 0.06% Reduce -0.3% 181,380 $49.1M
Raymond James & Associates 0.03% Reduce -6.4% 173,823 $47.0M
Armstrong Advisory Group, Inc. 4.48% No change 184,028 $46.1M
M&T Bank Corp 0.16% Reduce -3.8% 166,425 $45.0M
Cambridge Investment Research Advisors, Inc. 0.17% Reduce -3.3% 163,626 $44.3M
Invictus Private Wealth, LLC 3.44% Add +1.3% 143,313 $38.8M
Agf Management Ltd. 0.22% Add +3.0% 142,662 $38.6M
Executive Wealth Group LLC 7.90% Add +199.2% 143,595 $37.9M
Allied Investment Advisors, LLC 8.57% Add +3.1% 131,267 $35.5M
MML Investors Services, LLC 0.14% Reduce -1.6% 124,836 $33.8M
Cerity Partners LLC 0.09% Add +4.8% 121,701 $32.9M
HighTower Advisors, LLC 0.05% Reduce -7.5% 112,380 $30.4M
Peapack Gladstone Financial Corp. 0.46% Add +0.5% 107,781 $29.2M
KCM Investment Advisors LLC 1.06% Add +1.3% 105,169 $28.5M
First Manhattan Co. Llc. 0.09% Add +1.6% 98,548 $26.7M
Rockefeller Capital Management L.P. 0.07% Add +2.9% 93,124 $25.2M
MAI Capital Management 0.26% Add +22.2% 92,771 $25.1M
Capital Advantage, Inc. 4.94% Reduce -1.3% 92,730 $24.3M
Captrust Financial Advisors 0.09% Reduce -35.3% 89,848 $24.3M
Kestra Advisory Services, LLC 0.16% Reduce -0.2% 89,443 $24.2M
Mariner, LLC 0.05% Reduce -41.8% 83,164 $22.5M
Aprio Wealth Management, LLC 4.39% Add +29.6% 82,753 $22.4M
Main Management LLC 1.91% Reduce -0.0% 82,647 $22.4M
Truist Financial Corp. 0.03% Add +2.5% 81,497 $22.0M
Avantax Advisory Services, Inc. 0.19% Add +14.6% 80,585 $21.8M
Stratos Wealth Partners, LTD. 0.35% Add +7.8% 76,208 $20.6M
WBH Advisory Inc. 2.09% Reduce -2.1% 75,249 $20.4M
Atria Wealth Solutions, Inc. 0.22% Add +103.0% 70,603 $19.1M
Goldman Sachs Group Inc. 0.00% Add +97.5% 70,565 $19.1M
Marotta Asset Management 3.93% Reduce -2.9% 70,299 $19.0M
EverSource Wealth Advisors, LLC 1.49% Reduce -0.3% 73,721 $18.9M
Creative Planning 0.02% Reduce -1.8% 67,354 $18.2M
Bulltick Wealth Management, LLC 3.39% Reduce -2.7% 60,111 $16.3M
Full Sail Capital, LLC 1.11% Reduce -1.9% 58,634 $15.9M
Chai Trust Co. LLC 1.67% Add +5.0% 56,855 $15.4M
Strategic Point Investment Advisors, LLC 2.77% Add +0.7% 56,448 $15.3M
Dakota Wealth Management 0.37% Reduce -0.2% 54,782 $14.8M
Integrated Wealth Concepts LLC 0.21% Add +1.2% 53,095 $14.4M
Wheelhouse Advisory Group LLC 10.74% Add +5.8% 51,687 $14.0M
Edmond DE Rothschild Holding S.A. 0.24% No change 51,503 $13.9M
Federation des caisses Desjardins du Quebec 0.10% Reduce -7.0% 49,314 $13.3M
Baird Financial Group, Inc. 0.03% Add +1.0% 46,106 $12.5M
Bank of Nova Scotia 0.03% Reduce -1.7% 45,517 $12.3M
Lido Advisors, LLC 0.10% Add +8.8% 43,033 $11.6M
Private Advisor Group, LLC 0.08% Add +11.1% 42,270 $11.4M
Ratio Wealth Group 2.10% Add +1.6% 41,752 $11.3M
New England Private Wealth Advisors LLC 1.95% Add +2.0% 41,266 $11.1M
Atlas Capital Advisors Inc. 1.69% Add +15.9% 39,867 $10.8M
Adaptive Financial Consulting, LLC 4.78% Add +0.8% 39,624 $10.7M
Connectus Wealth, LLC 0.28% Reduce -9.8% 38,602 $10.4M
Comerica Bank 0.04% Add +12.2% 38,565 $10.4M
MassMutual Private Wealth & Trust, FSB 0.32% Add +0.0% 37,999 $10.3M
Zurich Insurance Group Ltd 0.09% No change 38,963 $10.2M
PFG Investments, LLC 0.60% Add +968.4% 36,826 $10.0M
Corient Private Wealth LP 0.02% Reduce -31.2% 35,388 $9.6M
Bleakley Financial Group, LLC 0.27% Add +21.8% 34,804 $9.4M
Simplicity Wealth,LLC 0.22% New 34,804 $9.4M
FMR LLC 0.00% Add +7.7% 34,388 $9.3M
LM Advisors LLC 1.62% Reduce -3.3% 35,306 $9.2M
Royal Fund Management, LLC 1.02% Add +2.3% 32,700 $8.9M
Focus Financial Network, Inc. 0.43% — 34,845 $8.8M
Citadel Advisors 0.01% Add +102.8% 32,479 $8.8M
Consolidated Portfolio Review Corp 2.30% Reduce -18.2% 32,466 $8.8M
Financial Management Network Inc. 2.17% Reduce -1.2% 33,105 $8.6M
TD Waterhouse Canada Inc. 0.06% Add +0.3% 32,167 $8.6M
Ami Investment Management Inc. 3.10% Reduce -8.1% 31,585 $8.5M
Invst, LLC 0.99% Add +1.1% 31,218 $8.4M
Cornerstone Advisory, LLC 1.19% Reduce -1.9% 30,887 $8.4M
Ballast, Inc. 2.61% Add +1.1% 30,508 $8.3M
Envestnet Portfolio Solutions, Inc. 0.03% Add +758.5% 29,911 $8.1M
Principal Securities, Inc. 0.25% Add +1.9% 29,840 $8.1M
Evergreen Capital Management LLC 0.30% Reduce -13.7% 29,794 $8.1M
Asset Planning Corporation 5.88% Reduce -14.9% 29,771 $8.1M
Onyx Bridge Wealth Group LLC 1.43% Reduce -2.4% 31,303 $8.0M
CVA Family Office, LLC 1.42% Add +1.1% 29,482 $8.0M
GYL Financial Synergies, LLC 0.62% Reduce -1.1% 29,294 $7.9M
Paragon Financial Partners, Inc. 6.48% Add +6.8% 29,102 $7.9M
Citigroup Inc. 0.01% Add +0.4% 28,961 $7.8M
Callan Capital, LLC 0.68% Reduce -2.6% 28,630 $7.7M
White Lighthouse Investment Management Inc. 1.51% Add +0.6% 27,561 $7.5M
Bailard, Inc. 0.21% Reduce -7.2% 27,517 $7.4M
Exchange Capital Management, Inc. 1.21% Add +0.5% 27,485 $7.4M
Circle Wealth Management, LLC 0.18% Reduce -3.6% 27,405 $7.4M
Sharper & Granite LLC 3.54% Add +1.1% 27,959 $7.3M
Fifth Third Bancorp 0.03% Reduce -10.6% 26,840 $7.3M
Apollon Financial, LLC 2.48% Reduce -0.1% 26,519 $7.2M
SP Asset Management LLC 0.66% Reduce -0.8% 26,387 $7.1M
Park National Corp. 0.27% Reduce -3.2% 26,200 $7.1M
Axiom Financial Strategies, LLC 4.51% Reduce -4.6% 26,169 $7.1M
Trust Co. of Oklahoma 2.49% Reduce -0.2% 25,959 $7.0M
Quaker Wealth Management, LLC 2.84% Add +5.9% 25,825 $7.0M
EP Wealth Advisors, LLC 0.08% Add +7.7% 25,591 $6.9M
Goepper Burkhardt LLC 3.16% Reduce -9.4% 25,905 $6.8M
Wealth Enhancement Advisory Services, LLC 0.02% Add +2.5% 24,754 $6.7M
D.A. Davidson & Co. 0.06% Reduce -5.5% 24,744 $6.7M
Orion Porfolio Solutions, LLC 0.07% Add +6.0% 24,502 $6.6M
Orion Portfolio Solutions, LLC 0.07% Add +6.0% 24,502 $6.6M
Wealth Management Resources, Inc. 1.84% Reduce -0.7% 24,338 $6.6M
Tiaa Trust, National Association 0.02% Add +0.4% 23,725 $6.4M
Beta Wealth Group, Inc. 3.12% Add +160.2% 23,721 $6.4M
Northern Trust Corp. 0.00% Reduce -3.1% 23,275 $6.3M
Sage Rhino Capital LLC 1.47% Reduce -0.3% 23,034 $6.2M
Summit Wealth Group, LLC 4.24% Add +3.1% 23,022 $6.2M
Mercer Global Advisors Inc. 0.02% Reduce -6.4% 22,691 $6.1M
Safeguard Investment Advisory Group, LLC 2.07% Add +9.6% 22,524 $6.1M
Brown Advisory Inc. 0.01% Reduce -4.9% 22,168 $6.0M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +2.2% 21,339 $5.8M
Wealthcare Advisory Partners LLC 0.19% Add +159.3% 21,354 $5.8M
Gray Wealth Management Inc. 2.57% Add +5.3% 21,284 $5.8M
TAP Consulting, LLC 1.26% Add +11.4% 21,212 $5.7M
Curran Financial Partners, LLC 1.98% Reduce -9.0% 21,094 $5.7M
Ameritas Advisory Services, LLC 0.23% Reduce -29.3% 21,834 $5.7M
Johnson Investment Counsel Inc. 0.06% Add +4.1% 20,827 $5.6M
Bank of Montreal 0.00% Reduce -4.3% 20,544 $5.6M
Allworth Financial LP 0.04% Add +58.3% 20,313 $5.5M
Madden Advisory Services, Inc. 2.90% Add +2.5% 20,312 $5.5M
First PREMIER Bank 1.43% Reduce -0.9% 20,020 $5.4M
Clearstead Advisors, LLC 0.26% Add +5.7% 20,406 $5.3M
WESCAP Management Group, Inc. 1.54% Add +5.2% 19,637 $5.3M
Harbour Investments, Inc. 0.19% Add +6.4% 19,447 $5.3M
Equitable Holdings, Inc. 0.06% Add +1.8% 19,026 $5.1M
Financial Futures Ltd Liability Co. 3.38% Add +1.6% 18,815 $5.1M
Prudential Financial Inc. 0.01% Add +2.5% 18,622 $5.0M
Webster Bank, N. A. 0.56% Reduce -0.1% 18,544 $5.0M
Hikari Tsushin, Inc. 0.40% Add +13.1% 18,484 $5.0M
Exchange Traded Concepts, LLC 0.13% New 18,273 $4.9M
Steward Partners Investment Advisory, LLC 0.05% Reduce -1.7% 18,260 $4.9M
Greytown Advisors Inc. 2.76% Add +15.7% 18,141 $4.9M
David Kennon Inc 2.09% New 18,051 $4.9M
Twin Focus Capital Partners, LLC 0.92% No change 17,875 $4.8M
Trinity Legacy Partners, LLC 1.41% Add +32.9% 17,815 $4.8M
Tranquilli Financial Advisor LLC 3.18% New 17,640 $4.8M
Calton & Associates, Inc. 2.33% Add +2.5% 17,640 $4.8M
Destination Wealth Management 0.16% Reduce -2.1% 17,432 $4.7M
Scotia Capital Inc. 0.03% Add +12.7% 17,312 $4.7M
Atria Investments, Inc 0.06% Add +272.9% 17,206 $4.7M
GTS Securities LLC 0.13% Add +115.3% 17,199 $4.7M
Blair William & Co. 0.01% Add +6.6% 17,100 $4.6M
Sequoia Financial Advisors, LLC 0.06% Add +3.2% 16,678 $4.5M
Visionary Wealth Advisors 0.30% Reduce -15.4% 16,642 $4.5M
Susquehanna International Group, LLP 0.01% Reduce -30.8% 16,622 $4.5M
Moser Wealth Advisors, LLC 2.50% Add +3.6% 16,614 $4.5M
Jmac Enterprises LLC 0.83% Add +12.4% 16,536 $4.5M
Merit Financial Group, LLC 0.11% Add +683.5% 17,292 $4.5M
National Bank of Canada 0.01% Reduce -60.2% 16,715 $4.4M
Centered Wealth LLC dba Miller Equity Capital Advisors 1.79% No change 16,000 $4.3M
Baron Financial Group, LLC 2.67% Reduce -1.1% 15,982 $4.3M
Nvest Financial, LLC 2.86% Add +23.5% 15,880 $4.3M
Cresset Asset Management, LLC 0.02% Add +44.9% 15,831 $4.3M
Eagle Strategies LLC 0.92% Add +169.2% 15,308 $4.1M
Acorn Wealth Advisors, LLC 2.16% Add +6.1% 15,289 $4.1M
Anchor Investment Management, LLC 0.43% Add +1.2% 15,144 $4.1M
Concurrent Investment Advisors, LLC 0.17% Reduce -6.7% 15,108 $4.1M
Cora Capital Advisors LLC 2.15% Reduce -4.9% 14,870 $4.0M
Praetorian Wealth Management, Inc. 1.07% Reduce -0.1% 14,825 $4.0M
Concourse Financial Group Securities, Inc. 0.26% Add +2.3% 14,770 $4.0M
Keebeck Wealth Management 0.58% Reduce -4.6% 14,702 $4.0M
Long Island Wealth Management, Inc. 2.78% Reduce -0.2% 14,578 $3.9M
Advisory Services Network, LLC 0.09% Add +3.9% 14,554 $3.9M
Titleist Asset Management, LLC 0.69% Reduce -0.6% 14,535 $3.9M
US Bancorp \de 0.01% Reduce -2.7% 13,973 $3.8M
Choate Investment Advisors 0.10% New 13,936 $3.8M
Fifth Third Securities, Inc. 0.36% Add +1.0% 13,630 $3.7M
Hartline Investment Corp./ 0.65% New 13,604 $3.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.65% Reduce -1.2% 13,604 $3.7M
Sound View Wealth Advisors Group, LLC 0.38% Reduce -8.4% 13,326 $3.6M
TRUE Private Wealth Advisors 0.41% Add +0.4% 13,224 $3.6M
First Financial Corp. 1.81% Reduce -3.5% 13,194 $3.6M
Private Advisory Group LLC 0.50% Add +67.6% 13,079 $3.5M
Baker Ellis Asset Management LLC 0.52% Reduce -0.1% 12,977 $3.5M
Veltria Advisors Corp. 0.90% No change 12,861 $3.5M
IHT Wealth Management, LLC 0.14% Reduce -1.6% 12,797 $3.5M
Madison Asset Management, LLC 0.04% No change 12,603 $3.4M
B. Riley Wealth Advisors, Inc. 0.09% Add +8.6% 14,284 $3.4M
Rwa Wealth Partners, LLC 0.04% Reduce -1.7% 12,341 $3.3M
Wealthspire Retirement, LLC 0.29% Add +9.5% 12,335 $3.3M
Bluesphere Advisors LLC 1.84% Add +4.7% 12,271 $3.3M
HB Wealth Management, LLC 0.04% Add +0.1% 12,151 $3.3M
Nomura Asset Management Co. Ltd. 0.01% Add +91.7% 12,094 $3.3M
Cedar Mountain Advisors, LLC 0.82% Add +0.5% 12,035 $3.3M
Gladstone Institutional Advisory LLC 0.18% Reduce -9.5% 11,939 $3.2M
Foundations Investment Advisors, LLC 0.08% Add +2.9% 11,885 $3.2M
Delta Financial Group, Inc. 0.94% Add +10.0% 11,827 $3.2M
Carmichael Hill & Associates, Inc. 1.31% Add +0.7% 11,761 $3.2M
Morningstar Investment Services LLC 0.04% Reduce -51.3% 11,747 $3.2M
Capital Analysts, LLC 0.15% Reduce -6.6% 11,569 $3.1M
Brookstone Capital Management 0.06% Add +6.9% 11,506 $3.1M
Raab & Moskowitz Asset Management LLC 0.87% Reduce -0.3% 11,491 $3.1M
Penobscot Wealth Management 1.95% Reduce -0.9% 11,438 $3.1M
Fortis Advisors, LLC 2.05% Reduce -0.2% 11,320 $3.1M
Advisors Capital Management, LLC 0.05% Add +3.8% 11,088 $3.0M
Hilltop Holdings Inc. 0.32% Reduce -10.6% 10,772 $2.9M
OneDigital Investment Advisors LLC 0.05% Add +2.0% 10,764 $2.9M
Thrivent Financial for Lutherans 0.01% Add +0.8% 10,639 $2.9M
First Trust Advisors LP 0.00% Add +2.6% 10,621 $2.9M
Greenline Partners, LLC 0.45% Add +3.3% 10,492 $2.8M
Bokf, NA 0.05% Reduce -1.4% 10,333 $2.8M
Westside Investment Management, Inc. 0.66% Add +6.2% 10,196 $2.8M
Beacon Pointe Advisors, LLC 0.03% Add +3.3% 10,114 $2.7M
Wealthfront Advisers LLC 0.01% Add +2.7% 10,072 $2.7M
O'ROURKE & COMPANY, Inc 1.58% Add +3.0% 10,033 $2.7M
TruWealth Advisors, LLC 0.19% Add +1.1% 10,012 $2.7M
Advantage Trust Co 1.99% Reduce -1.9% 9,995 $2.7M
Financial Freedom, LLC 1.60% Reduce -1.8% 9,964 $2.7M
FRG Family Wealth Advisors LLC 0.53% Add +11.1% 10,476 $2.7M
CIBC Private Wealth Group LLC 0.01% Add +5.0% 9,877 $2.6M
NewEdge Advisors, LLC 0.02% Add +1.6% 9,660 $2.6M
Salomon & Ludwin, LLC 0.22% Add +25.5% 9,380 $2.5M
Robertson Stephens Wealth Management, LLC 0.14% New 9,334 $2.5M
J.W. Cole Advisors, Inc. 0.13% Add +5.6% 9,323 $2.5M
Cassaday & Co Wealth Management LLC 0.08% Add +3.4% 9,305 $2.5M
Evoke Wealth, LLC 0.07% Add +36.5% 9,277 $2.5M
Cozad Asset Management Inc. 0.26% No change 9,261 $2.5M
Arax Advisory Partners 0.26% Reduce -0.8% 9,213 $2.5M
Alexander Labrunerie & Co., Inc. 1.41% — 9,204 $2.5M
Sigma Planning Corp 0.08% Add +182.7% 9,145 $2.5M
NORTHSTAR ASSET MANAGEMENT Co 0.60% Add +3.3% 8,965 $2.4M
Bank Hapoalim BM 0.32% Reduce -14.7% 8,857 $2.4M
Hikari Power Ltd 0.20% No change 8,740 $2.4M
Autumn Glory Partners, LLC 1.15% No change 8,675 $2.3M
North Star Investment Management Corp. 0.17% Add +0.2% 8,625 $2.3M
NorthCrest Asset Manangement, LLC 0.08% Add +0.3% 8,588 $2.3M
Prime Capital Investment Advisors, LLC 0.03% Reduce -5.5% 8,518 $2.3M
CIC Wealth, LLC 0.67% Reduce -8.5% 8,504 $2.3M
NewEdge Wealth, LLC 0.05% Add +2.3% 8,898 $2.3M
Blackston Financial Advisory Group, LLC 1.50% Add +2.9% 8,359 $2.3M
Trilogy Capital Inc. 0.13% Reduce -9.3% 8,332 $2.3M
Sumitomo Mitsui Financial Group, Inc. 0.07% Reduce -3.0% 8,316 $2.2M
Sheets Smith Wealth Management 0.25% New 8,315 $2.2M
Waverly Advisors, LLC 0.05% Add +537.0% 8,274 $2.2M
Mutual Advisors, LLC 0.07% Add +2.1% 8,213 $2.2M
NCM Capital Management, LLC 1.24% No change 8,155 $2.2M
Principle Wealth Partners LLC 0.17% Reduce -7.4% 8,086 $2.2M
Valmark Advisers, Inc. 0.04% Add +2.4% 8,066 $2.2M
City State Bank 0.96% Add +15.0% 8,051 $2.2M
Essex Private Wealth Management, LLC 6.13% Reduce -0.1% 7,995 $2.2M
Mission Wealth Management, LP 0.06% Add +51.3% 7,962 $2.2M
Accel Wealth Management 0.90% Add +20.0% 7,827 $2.1M
Essex Financial Services, Inc. 0.20% Add +26.4% 7,812 $2.1M
Stapp Wealth Management, PLLC 3.64% New 7,718 $2.1M
Liberty Wealth Management LLC 0.41% Add +965.6% 7,694 $2.1M
Oppenheimer & Co. Inc. 0.03% Reduce -1.9% 7,643 $2.1M
Ausdal Financial Partners, Inc. 0.24% Add +0.5% 7,507 $2.0M
Qube Research & Technologies Ltd 0.00% Add +1639.0% 7,321 $2.0M
HBW Advisory Services LLC 0.37% No change 7,842 $2.0M
Gsa Capital Partners LLP 0.16% Reduce -53.2% 7,257 $2.0M
SOL Capital Management CO 0.24% Reduce -3.5% 7,130 $1.9M
CoreCap Advisors, LLC 0.10% Reduce -36.8% 6,964 $1.9M
Charles Schwab Investment Management Inc. 0.00% Reduce -20.6% 6,949 $1.9M
Glenmede Trust Co. NA 0.01% No change 6,863 $1.9M
Cornerstone Wealth Management, LLC 0.15% Add +18.9% 6,854 $1.9M
PFG Advisors 0.14% Reduce -0.4% 6,827 $1.8M
Compass Ion Advisors, LLC 0.26% Add +13.1% 6,793 $1.8M
Millennium Management 0.00% Add +410.6% 6,776 $1.8M
Houlihan Financial Resource Group, Ltd. 0.82% Add +0.0% 6,764 $1.8M
1832 Asset Management L.P. 0.00% Add +0.8% 6,675 $1.8M
Snowden Capital Advisors LLC 0.06% Add +11.9% 6,622 $1.8M
Good Life Advisors, LLC 0.16% No change 6,618 $1.8M
Lincoln National Corp. 0.03% Reduce -13.8% 6,586 $1.8M
RDA Financial Network 0.61% Reduce -5.5% 6,560 $1.8M
Planning Directions Inc. 1.21% Reduce -6.5% 6,463 $1.7M
High Net Worth Advisory Group LLC 0.55% Add +7.3% 6,447 $1.7M
SlateStone Wealth, LLC 0.17% Reduce -1.2% 6,438 $1.7M
Parallel Advisors, LLC 0.05% Reduce -1.6% 6,385 $1.7M
Northstar Group, Inc. 0.35% Add +0.0% 6,355 $1.7M
Embree Financial Group 0.34% Reduce -4.1% 6,321 $1.7M
Jones Financial Companies LLLP 0.00% Add +8.7% 6,288 $1.7M
Sanctuary Wealth Management, L.L.C. 1.38% Reduce -21.3% 6,252 $1.7M
Great Valley Advisor Group, Inc. 0.05% Add +189.9% 6,216 $1.7M
Olistico Wealth, LLC 1.21% Add +0.5% 6,207 $1.7M
Stephens Inc. 0.03% Reduce -1.8% 6,152 $1.7M
MontVue Capital Management, Inc. 1.47% Add +22.1% 6,139 $1.7M
Charter Oak Capital Management, LLC 0.18% Add +4.4% 6,126 $1.7M
Creative Financial Designs Inc. 0.15% Add +8.6% 6,048 $1.6M
Institute for Wealth Management, LLC. 0.21% Add +98.5% 6,002 $1.6M
Dorsey & Whitney Trust CO LLC 0.11% Reduce -4.8% 5,941 $1.6M
Triton Financial Group Inc 1.12% Reduce -11.3% 5,850 $1.6M
Financial Advisory Partners, LLC 0.61% No change 5,830 $1.6M
Parsons Capital Management Inc. 0.11% Reduce -3.9% 5,811 $1.6M
WNY Asset Management, LLC 0.24% Reduce -4.4% 5,777 $1.6M
Tower View Wealth Management LLC 0.91% Reduce -2.1% 5,759 $1.6M
N.E.W. Advisory Services LLC 0.17% Add +3.4% 5,743 $1.6M
Asset Dedication, LLC 0.12% Reduce -42.6% 5,702 $1.5M
Brighton Jones LLC 0.06% Reduce -8.6% 5,633 $1.5M
Quantinno Capital Management LP 0.03% Add +476.6% 5,622 $1.5M
Focus Partners Wealth 0.01% Add +109.7% 5,560 $1.5M
Dynamic Advisor Solutions LLC 0.05% Reduce -6.9% 5,546 $1.5M
Bragg Financial Advisors, Inc 0.07% Reduce -0.9% 5,520 $1.5M
Parametrica Management Ltd 2.15% No change 5,502 $1.5M
Aptus Capital Advisors, LLC 0.03% Add +12.4% 5,431 $1.5M
Bank of New York Mellon Corp 0.00% Add +20.6% 5,427 $1.5M
Bartlett & Co. Wealth Management LLC 0.02% No change 5,405 $1.5M
Joseph P. Lucia & Associates, LLC 0.78% Add +1.8% 5,401 $1.5M
Ingalls & Snyder LLC 0.06% Reduce -1.5% 5,373 $1.5M
Pacific Capital Wealth Advisors, Inc. 0.34% No change 5,342 $1.4M
Absolute Capital Management, LLC 0.91% Add +5.9% 5,281 $1.4M
Focused Wealth Management, Inc 0.22% Reduce -2.5% 5,269 $1.4M
CCG Wealth Management, LLC 0.85% Reduce -0.0% 5,244 $1.4M
Solutions 4 Wealth, Ltd 3.98% Add +0.1% 5,232 $1.4M
Meridian Wealth Advisors, LLC 0.27% Add +0.0% 5,223 $1.4M
AIMZ Investment Advisors, LLC 0.53% Reduce -0.4% 5,215 $1.4M
Howard Wealth Management, LLC 1.14% Reduce -3.8% 5,201 $1.4M
Grant Street Asset Management, Inc. 0.45% Add +8.5% 5,171 $1.4M
Royal Harbor Partners, LLC 0.60% New 5,056 $1.4M
Avantax Planning Partners, Inc. 0.04% Add +3.7% 5,039 $1.4M
Bigelow Investment Advisors, LLC 0.67% Add +5.6% 5,019 $1.4M
Joule Financial, LLC 0.55% Reduce -7.6% 4,963 $1.3M
Mgo One Seven LLC 0.07% Add +5.2% 4,938 $1.3M
CRA Financial Services, LLC 0.29% Reduce -1.2% 4,897 $1.3M
Neuberger Berman Group LLC 0.00% Reduce -14.8% 4,881 $1.3M
Stonehage Fleming Financial Services Holdings Ltd 0.08% Add +23.4% 5,566 $1.3M
Hudson Value Partners, LLC 0.55% Reduce -16.1% 4,763 $1.3M
Pallas Capital Advisors LLC 0.05% Add +38.1% 4,750 $1.3M
Cascade Wealth Advisors, Inc 1.08% — 5,002 $1.3M
Christensen, King & Associates Investment Services, Inc. 0.63% Reduce -0.3% 4,673 $1.3M
Wharton Business Group, LLC 0.06% Reduce -11.8% 4,654 $1.3M
McIntyre Freedman & Flynn Investment Advisers Inc. 0.90% Reduce -6.2% 4,580 $1.2M
Brown, Lisle/Cummings, Inc. 0.42% Add +20.8% 4,580 $1.2M
Financial Advocates Investment Management 0.07% Reduce -1.2% 4,524 $1.2M
Manchester Capital Management LLC 0.15% Reduce -41.9% 4,545 $1.2M
Arkadios Wealth Advisors 0.10% Add +4.0% 4,532 $1.2M
Cardiff Park Advisors, LLC 0.12% Add +0.1% 4,521 $1.2M
McGlone Suttner Wealth Management, Inc. 0.23% Reduce -4.0% 4,482 $1.2M
Abbot Financial Management, Inc. 0.67% Reduce -0.1% 4,480 $1.2M
Csenge Advisory Group 0.07% Add +9.2% 4,471 $1.2M
Signature Estate & Investment Advisors LLC 0.03% Reduce -7.3% 4,439 $1.2M
Country Club Bank 0.08% No change 4,415 $1.2M
Main Street Financial Solutions, LLC 0.13% Reduce -0.4% 4,405 $1.2M
Philadelphia Trust Co. 0.10% No change 4,383 $1.2M
One Day In July LLC 0.16% Add +4.3% 4,384 $1.2M
Woodward Diversified Capital, LLC 0.74% New 4,384 $1.2M
Altfest L J & Co. Inc. 0.17% Reduce -2.9% 4,356 $1.2M
Goldstein Advisors, LLC 0.20% Reduce -0.1% 4,347 $1.2M
Petix & Botte Co 0.28% Reduce -49.1% 4,199 $1.1M
CreativeOne Wealth, LLC 0.05% Add +31.9% 4,180 $1.1M
Financial Insights, Inc. 0.32% Add +11.5% 4,079 $1.1M
Summit Trail Advisors, LLC 0.03% Reduce -10.1% 4,079 $1.1M
CX Institutional 0.05% Add +23.3% 4,074 $1.1M
Spire Wealth Management 0.02% Reduce -5.2% 4,051 $1.1M
Buckingham Strategic Wealth, LLC 0.01% Add +17.5% 4,048 $1.1M
Axxcess Wealth Management, LLC 0.03% Reduce -4.4% 4,047 $1.1M
Rathbones Group PLC 0.01% Reduce -2.1% 4,028 $1.1M
Modera Wealth Management, LLC 0.02% Add +47.3% 4,010 $1.1M
Wealthspire Advisors, LLC 0.01% Add +1.1% 4,008 $1.1M
Redhawk Wealth Advisors, Inc. 0.17% Add +19.8% 3,974 $1.1M
Independent Financial Group, LLC 0.05% Add +1.6% 3,969 $1.1M
Sachetta, LLC 0.51% No change 4,279 $1.1M
Focus Partners Advisor Solutions, LLC 0.03% Add +79.1% 3,941 $1.1M
Belpointe Asset Management LLC 0.08% Add +6.7% 3,891 $1.1M
Whittier Trust Co. 0.01% No change 3,808 $1.0M
Bellevue Asset Management, LLC 0.58% No change 3,802 $1.0M
RBA Wealth Management, LLC 0.41% Reduce -2.5% 3,774 $1.0M
Better Money Decisions, LLC 0.81% Add +0.3% 3,772 $1.0M
Pinnacle Associates Ltd. 0.02% Add +12.1% 3,752 $1.0M
Inscription Capital, LLC 0.17% No change 3,716 $1.0M
Evermay Wealth Management LLC 0.15% New 3,705 $1.0M
Renaissance Technologies 0.00% New 3,700 $1.0M
BigSur Wealth Management LLC 0.31% No change 3,700 $1.0M
Matrix Private Capital Group LLC 0.68% Add +3.1% 3,699 $1.0M
Valeo Financial Advisors, LLC 0.04% Add +0.1% 3,882 $999K
One Charles Private Wealth Services, LLC 0.43% Add +5.5% 3,663 $991K
Capital Advisors Inc. 0.02% No change 3,654 $988K
Level Four Advisory Services, LLC 0.05% No change 3,906 $979K
BCS Wealth Management 0.31% Add +0.5% 3,600 $974K
Dentgroup LLC 0.80% Reduce -1.8% 3,583 $969K
Cibc World Market Inc. 0.00% Add +6.1% 3,548 $960K
Collective Family Office LLC 0.31% No change 3,545 $959K
Councilor Wealth, LLC 0.48% Reduce -3.2% 3,536 $957K
Graypoint LLC 0.07% Reduce -1.0% 3,522 $953K
ICA Group Wealth Management, LLC 0.19% Reduce -13.5% 3,513 $950K
Fiduciary Trust Co 0.01% Reduce -2.5% 3,508 $949K
Retirement Planning Co of New England, Inc. 0.52% Reduce -2.1% 3,506 $948K
Flagstar Securities, Inc. 0.26% Reduce -11.8% 3,488 $944K
NWF Advisory Services Inc. 0.16% Add +27.9% 3,435 $929K
Gradient Capital Advisors, LLC 0.34% Reduce -2.5% 3,400 $920K
Nations Financial Group Inc, /Ia/ 0.08% Reduce -6.3% 3,385 $916K
Wealthspan Partners, LLC 0.54% Reduce -1.7% 3,357 $908K
Conservest Capital Advisors, Inc. 0.09% Add +0.2% 3,323 $899K
Gryphon Financial Partners LLC 0.15% Reduce -5.1% 3,322 $899K
Eudaimonia Advisors LLC 0.48% Reduce -2.8% 3,319 $898K
Altura Wealth Advisors Inc. 1.05% Add +93.3% 3,298 $892K
Pacific Center for Financial Services 0.25% Add +1.4% 3,292 $891K
Kingswood Wealth Advisors, LLC 0.10% Reduce -0.8% 3,231 $874K
Smith & Howard Wealth Management, LLC 0.27% No change 3,202 $866K
IFP Advisors, Inc 0.04% Add +39.0% 3,195 $864K
Kennedy Investment Group, Inc. 0.45% Add +10.9% 3,136 $848K
Novak & Powell Financial Services, Inc. 0.63% Add +0.4% 6,179 $846K
Koshinski Asset Management, Inc. 0.09% Add +14.8% 3,121 $844K
Centaurus Financial, Inc. 0.06% Reduce -7.0% 3,117 $843K
Kestra Private Wealth Services, LLC 0.02% Add +12.5% 3,099 $838K
Wintrust Investments LLC 0.07% Reduce -2.6% 3,063 $829K
First Wilshire Securities Management Inc. 0.24% No change 3,050 $825K
Grandfield & Dodd, LLC 0.05% No change 3,045 $824K
Accretive Wealth Partners, LLC 0.36% No change 3,182 $821K
Regis Management CO LLC 0.25% No change 3,025 $818K
Leavell Investment Management, Inc. 0.05% Reduce -17.6% 3,025 $818K
Johnson Bixby & Associates, LLC 0.14% Reduce -89.7% 3,006 $813K
PCA Investment Advisory Services Inc. 0.46% Add +0.1% 2,997 $811K
Vanguard Group Inc. 0.00% Add +7.5% 2,985 $808K
Warner Financial, Inc. 0.40% Add +4.1% 2,982 $807K
Ranch Capital Advisors Inc. 0.44% Add +4.2% 2,979 $806K
HBK Sorce Advisory LLC 0.03% Add +0.7% 2,978 $806K
Cwm, LLC 0.00% Reduce -32.4% 2,963 $802K
Brown Miller Wealth Management, LLC 0.35% No change 2,961 $801K
Oak Harvest Investment Services 0.13% Add +9.2% 2,949 $798K
Muirfield Wealth Advisors LLC 0.77% Add +46.5% 2,948 $797K
Brandywine Oak Private Wealth LLC 0.08% No change 2,944 $796K
Personal Cfo Solutions, LLC 0.12% Add +9.2% 2,943 $796K
Eudaimonia Partners, LLC 0.19% Add +1.1% 2,876 $778K
CWA Asset Management Group, LLC 0.05% Reduce -4.1% 2,870 $776K
Commerce Bank 0.01% No change 2,858 $773K
Flow Traders U.S. LLC 0.04% Reduce -65.2% 2,857 $773K
Savant Capital, LLC 0.01% Reduce -0.7% 2,838 $768K
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -12.4% 2,826 $764K
Dagco, Inc. 0.35% New 2,816 $762K
Moneta Group Investment Advisors LLC 0.01% Add +38.6% 2,753 $745K
Alta Wealth Advisors LLC 0.38% Add +18.1% 2,736 $740K
Shelton Wealth Management, LLC 0.46% Reduce -11.3% 2,731 $739K
WMS Partners, LLC 0.05% Add +0.1% 2,720 $736K
Vontobel Holding Ltd. 0.01% No change 2,700 $730K
Williams Jones Wealth Management, LLC. 0.01% Add +14.7% 2,695 $729K
Werba Rubin Papier Wealth Management 0.21% Add +14.7% 2,693 $728K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.09% Reduce -1.9% 2,683 $726K
Apollon Wealth Management, LLC 0.02% Add +28.9% 2,673 $723K
LPWM LLC 0.26% Add +1.3% 2,775 $721K
Avior Wealth Management, LLC 0.03% Add +27.2% 2,660 $720K
DAVENPORT & Co LLC 0.00% Reduce -0.3% 2,626 $710K
Sequent Planning LLC 0.26% — 2,621 $709K
Checchi Capital Advisers, LLC 0.06% Reduce -22.8% 2,615 $707K
Per Stirling Capital Management, LLC. 0.12% Reduce -2.4% 2,604 $705K
Flagship Private Wealth, LLC 0.45% Add +0.3% 2,597 $703K
Synovus Financial Corp. 0.01% Add +5.1% 2,590 $702K
DHJJ Financial Advisors, Ltd. 0.31% Reduce -1.0% 2,586 $700K
Financial Perspectives, Inc 0.26% Add +12.7% 2,580 $698K
Clear Point Advisors Inc. 0.57% Add +1.6% 2,563 $693K
Fisher Asset Management 0.00% Reduce -38.4% 2,558 $692K
HM Payson & Co. 0.01% No change 2,553 $691K
LFA - Lugano Financial Advisors SA 0.50% New 2,550 $690K
Essential Planning, LLC. 0.34% No change 2,747 $689K
Lansing Street Advisors 0.31% Reduce -11.0% 2,541 $687K
Certified Advisory Corp 0.10% Add +0.1% 2,522 $682K
Pathstone Holdings, LLC 0.00% Reduce -52.5% 2,517 $681K
Citizens Financial Group Inc. 0.02% Reduce -14.0% 2,508 $678K
BIP Wealth, LLC 0.05% No change 2,494 $675K
Kovack Advisors, Inc. 0.08% Add +1.0% 2,472 $669K
TBH Global Asset Management, LLC 0.13% Add +58.3% 2,444 $661K
Simmons Bank 0.05% Reduce -0.6% 2,421 $655K
Townsquare Capital LLC 0.01% Add +57.3% 2,416 $654K
HCR Wealth Advisors 0.10% Add +0.0% 2,409 $652K
Graves Light Lenhart Wealth, Inc. 0.08% No change 2,399 $649K
Capital Investment Advisory Services, LLC 0.07% Reduce -3.9% 2,386 $646K
Navis Wealth Advisors, LLC 0.77% Add +0.0% 2,362 $639K
Westmount Partners, LLC 0.23% No change 2,352 $636K
Kellett Wealth Advisors, LLC 0.44% Reduce -3.5% 2,351 $636K
Windham Capital Management, LLC 0.49% Reduce -85.7% 2,318 $627K
Freestone Capital Holdings, LLC 0.02% Add +104.7% 2,317 $627K
Flagship Harbor Advisors, LLC 0.04% Reduce -3.1% 2,313 $626K
Dunhill Financial, LLC 0.46% Add +486.3% 2,304 $622K
Resolute Wealth Strategies, LLC 0.38% Add +0.2% 2,299 $622K
Farmers & Merchants Investments Inc. 0.02% No change 2,283 $618K
Benjamin F. Edwards & Company, Inc. 0.01% No change 2,278 $616K
FAS Wealth Partners, Inc. 0.05% Add +0.1% 2,276 $616K
Wealth Alliance, LLC 0.08% Reduce -0.4% 2,272 $615K
James Hambro & Partners LLP 0.03% No change 2,265 $613K
Bright Financial Advisors, Inc. 0.46% — 2,365 $611K
Imprint Wealth LLC 0.15% New 2,253 $604K
Jane Street Group, LLC 0.00% Reduce -89.1% 2,229 $603K
Hilton Capital Management, LLC 0.05% No change 2,225 $602K
Jefferies Financial Group Inc. 0.01% Add +3.5% 2,220 $601K
KPP Advisory Services LLC 0.16% Add +57.7% 2,212 $598K
Prostatis Group LLC 0.23% Add +11.1% 2,209 $598K
Laidlaw Wealth Management LLC 0.33% Reduce -27.4% 2,208 $597K
McGuire Investment Group, LLC 0.09% Add +14.2% 2,208 $597K
Mather Group, Llc. 0.01% No change 2,379 $596K
Lake Street Advisors Group, LLC 0.03% Add +0.1% 2,204 $596K
Yoder Wealth Management, Inc. 0.39% Reduce -7.2% 2,195 $594K
Geneos Wealth Management Inc. 0.03% Reduce -0.7% 2,195 $594K
Prepared Retirement Institute LLC 0.44% No change 2,184 $591K
Pinnacle Family Advisors, LLC 0.31% Reduce -0.4% 2,180 $590K
LexAurum Advisors, LLC 0.15% Reduce -5.1% 2,179 $590K
NorthRock Partners, LLC 0.02% Add +5.3% 2,178 $589K
Collaborative Wealth Managment Inc. 0.29% Reduce -3.8% 2,174 $588K
Pacific Sun Financial Corp 0.34% No change 2,170 $587K
American Money Management, LLC 0.12% No change 2,168 $587K
Edge Financial Advisors LLC 0.52% — 2,219 $585K
D'Orazio & Associates, Inc. 0.09% No change 2,140 $579K
Advisory Alpha, LLC 0.02% Add +155.9% 2,137 $578K
Verdence Capital Advisors LLC 0.05% No change 2,128 $576K
HF Advisory Group, LLC 0.32% Reduce -4.0% 2,119 $573K
Wealth Management Associates, Inc. 0.27% Reduce -2.4% 2,147 $571K
Apexium Financial, LP 0.04% Add +0.1% 2,090 $565K
Wedbush Securities Inc. 0.02% Reduce -0.8% 2,087 $565K
Venture Visionary Partners LLC 0.03% No change 2,081 $563K
Welch & Forbes LLC 0.01% No change 2,080 $563K
Cary Street Partners Investment Advisory LLC 0.02% Add +13.7% 2,080 $563K
Nicolet Bankshares Inc. 0.12% No change 2,078 $562K
Relative Value Partners Group, LLC 0.04% No change 2,179 $559K
Journey Advisory Group, LLC 0.07% Add +6.0% 2,032 $550K
Deutsche Bank AG 0.00% No change 2,023 $547K
Values Added Financial LLC 0.42% No change 2,012 $544K
FirstPurpose Wealth LLC 0.20% Add +35.2% 2,091 $543K
Analyst IMS Investment Management Services Ltd. 0.02% No change 1,980 $536K
Winch Advisory Services, LLC 0.16% Reduce -0.8% 1,981 $536K
SeaCrest Wealth Management, LLC 0.07% Reduce -3.2% 1,976 $535K
Ironsides Asset Advisors, LLC 0.18% Add +29.5% 1,975 $534K
Flputnam Investment Management Co. 0.01% Reduce -3.6% 1,974 $534K
Keybank National Association 0.00% Add +7.0% 1,974 $534K
Regions Financial Corp. 0.00% Reduce -30.4% 1,961 $530K
Blankinship & Foster, LLC 0.14% Reduce -16.8% 1,960 $530K
MinichMacGregor Wealth Management, LLC 0.13% Reduce -20.5% 1,971 $529K
Roundview Capital LLC 0.04% Reduce -3.0% 1,948 $527K
AE Wealth Management LLC 0.01% Reduce -86.4% 1,933 $523K
Beacon Financial Advisory LLC 0.25% Add +0.2% 1,932 $523K
Zhang Financial LLC 0.04% Add +0.1% 1,906 $515K
QRG Capital Management, Inc. 0.01% Add +24.4% 1,900 $514K
O'shaughnessy Asset Management, LLC 0.01% Add +20.8% 1,898 $514K
Founders Financial Securities LLC 0.05% Reduce -10.3% 1,895 $513K
Birchcreek Wealth Management, LLC 0.27% Add +11.2% 1,886 $510K
Allegheny Financial Group 0.16% Add +3.5% 1,885 $510K
Ayalon Insurance Comp Ltd. 0.17% New 1,880 $509K
Ancora Advisors LLC 0.01% Reduce -9.8% 1,861 $503K
Optas, LLC 0.14% No change 1,854 $502K
Redwood Financial Network Corp 0.43% Reduce -7.2% 1,845 $499K
Aspen Wealth Strategies, LLC 0.34% Reduce -0.6% 1,844 $499K
New Perspectives, Inc 0.27% — 1,832 $496K
Inspire Advisors, LLC 0.07% Add +1.4% 1,825 $494K
Cedar Brook Financial Partners, LLC 0.10% Add +0.2% 1,818 $492K
Goelzer Investment Management, Inc. 0.03% No change 1,817 $492K
Mainsail Asset Management, LLC 0.40% No change 1,811 $490K
Triangle Securities Wealth Management 0.14% Add +12.0% 1,791 $485K
Western Wealth Management, LLC 0.04% Reduce -12.7% 1,784 $483K
Arlington Trust Co LLC 0.12% No change 1,783 $482K
Channel Wealth LLC 0.19% Add +83.5% 1,767 $478K
Athena Investment Management 0.28% No change 1,738 $470K
River Wealth Advisors LLC 0.07% Add +11.6% 1,734 $469K
Private Client Services, LLC 0.32% Add +1.2% 1,734 $469K
Capital Management Associates, Inc 0.34% Reduce -1.4% 1,728 $468K
BLB&B Advisors, LLC 0.03% Reduce -21.3% 1,723 $466K
Corbyn Investment Management Inc. 0.21% Reduce -1.3% 1,722 $466K
Patten & Patten Inc. 0.03% No change 1,721 $465K
Pps&v Asset Management Consultants, Inc. 0.34% Reduce -5.8% 1,705 $461K
First Financial Bankshares Inc 0.01% No change 1,704 $461K
SPC Financial, Inc. 0.04% No change 1,700 $460K
First Commonwealth Financial Corp 0.12% No change 1,697 $459K
TD Private Client Wealth LLC 0.02% Reduce -3.4% 1,697 $459K
Round Rock Advisors LLC 0.11% No change 1,692 $458K
Rehmann Capital Advisory Group 0.03% Add +89.4% 1,691 $457K
PDS Planning, Inc 0.05% Add +49.5% 1,691 $457K
Beacon Capital Management, LLC 0.09% Reduce -13.9% 1,681 $455K
Haverford Trust Co 0.00% No change 1,666 $451K
IVC Wealth Advisors LLC 0.26% Reduce -5.5% 1,660 $449K
Summit Place Financial Advisors, LLC 0.26% No change 1,650 $446K
Patriot Investment Management Group, Inc. 0.04% Reduce -29.7% 1,648 $446K
American Institute for Advanced Investment Management, LLP 0.35% Reduce -3.2% 1,646 $445K
Seamount Financial Group Inc. 0.39% Add +0.2% 1,642 $444K
Prospera Financial Services Inc 0.01% Add +29.6% 1,638 $443K
Empower Advisory Group, LLC 0.00% Reduce -8.2% 1,629 $441K
Thoroughbred Financial Services, LLC 0.04% Reduce -10.0% 1,627 $440K
Bessemer Group Inc. 0.00% No change 1,616 $437K
Strategic Blueprint, LLC 0.03% Add +42.9% 1,606 $434K
Global Retirement Partners, LLC 0.02% Add +3.0% 1,599 $432K
St Germain D J Co. Inc. 0.02% Reduce -4.0% 1,596 $432K
Summit Financial Strategies, Inc. 0.06% No change 1,594 $431K
Stableford Capital II LLC 0.17% Reduce -5.2% 1,590 $430K
CMG Global Holdings, LLC 0.29% Add +0.1% 1,567 $424K
Moors & Cabot, Inc. 0.02% New 1,549 $419K
Silverlake Wealth Management LLC 0.21% Reduce -7.5% 1,535 $415K
Mission Creek Capital Partners, Inc. 0.11% Reduce -18.8% 1,533 $415K
360 Financial, Inc. 0.16% Reduce -1.4% 1,529 $414K
Avaii Wealth Management, LLC 0.24% No change 1,528 $413K
Waters Parkerson & Co., LLC 0.02% No change 1,525 $413K
Arthur M. Cohen & Associates, LLC 0.09% No change 1,524 $412K
Calamos Wealth Management LLC 0.02% Add +45.7% 1,514 $410K
Tyler-Stone Wealth Management 0.18% Add +9.7% 1,505 $407K
International Assets Investment Management, LLC 0.04% Add +25.3% 1,518 $407K
Octavia Wealth Advisors, LLC 0.06% Reduce -15.7% 1,503 $407K
Highview Capital Management LLC 0.18% Reduce -9.7% 1,502 $406K
Garde Capital, Inc. 0.03% No change 1,502 $406K
Highland Capital Management, LLC 0.02% No change 1,499 $405K
Aurora Private Wealth, Inc. 0.34% Add +0.3% 1,471 $394K
Sonata Capital Group Inc. 0.18% No change 1,455 $394K
Fiera Capital Corp 0.00% No change 1,455 $394K
Signaturefd, LLC 0.01% Add +65.4% 1,442 $390K
Debussy Capital Management LP 0.11% Add +89.6% 1,483 $389K
CENTRAL TRUST Co 0.01% Add +1.1% 1,436 $388K
Park Edge Advisors, LLC 0.11% Add +0.1% 1,435 $388K
Glass Jacobson Investment Advisors llc 0.14% Reduce -1.7% 1,419 $384K
RMR Wealth Builders 0.05% Add +7.9% 1,419 $384K
Meridian Investment Counsel Inc. 0.13% Reduce -4.2% 1,405 $380K
Wealthquest Corp 0.04% No change 1,404 $380K
Eagle Harbor Asset Management Inc. 0.40% No change 1,402 $379K
Panoramic Investment Advisors, LLC 0.28% Add +5.2% 1,401 $379K
Smart Money Group LLC 0.15% Reduce -4.3% 1,474 $377K
Stelac Advisory Services LLC 0.18% No change 1,391 $376K
ALM First Financial Advisors, LLC 0.10% No change 1,389 $375K
Chemistry Wealth Management LLC 0.10% No change 1,383 $374K
Crestwood Advisors Group, LLC 0.01% Reduce -3.5% 1,382 $374K
HHM Wealth Advisors, LLC 0.06% No change 1,365 $369K
McAdam, LLC 0.02% Add +3.7% 1,355 $367K
GSG Advisors LLC 0.13% Add +0.1% 1,385 $365K
Legacy Edge Advisors, LLC 0.08% Add +6.9% 1,349 $365K
Compass Financial Group, INC 0.08% Add +12.9% 1,341 $363K
Vertex Planning Partners, LLC 0.10% No change 1,339 $362K
Berger Financial Group, Inc 0.03% Add +1.7% 1,335 $361K
Elm Partners Management LLC 0.03% No change 1,325 $358K
Advisors Management Group Inc. 0.09% No change 1,324 $358K
DCM Advisors, LLC 0.15% No change 1,322 $358K
Clark Capital Management Group, Inc. 0.00% New 1,307 $354K
Summit Asset Management, LLC 0.04% Add +0.1% 1,302 $352K
LifeSteps Financial, Inc. 0.27% No change 1,297 $351K
Hennion & Walsh Asset Management, Inc. 0.02% Add +0.8% 1,294 $350K
Arkos Global Advisors 0.06% New 1,274 $345K
Moseley Investment Management Inc. 0.17% Reduce -13.6% 1,266 $343K
Grant/GrossMendelsohn, LLC 0.16% No change 1,300 $342K
Heritage Wealth Advisors 0.02% No change 1,262 $341K
Summit Financial, LLC 0.02% New 1,261 $341K
Steele Capital Management, Inc. 0.02% New 1,260 $341K
Ledyard National Bank 0.03% Reduce -3.1% 1,258 $340K
Dopkins Wealth Management, LLC 0.20% New 1,257 $340K
Mayflower Financial Advisors, LLC 0.06% No change 1,254 $339K
Holderness Investments Co. 0.08% Add +0.2% 1,252 $339K
First Bancorp, Inc 0.26% No change 1,250 $338K
Sweeney & Michel, LLC 0.15% — 1,284 $338K
Financial Consulate, Inc. 0.10% Add +0.2% 1,241 $336K
Financial Counselors Inc. 0.01% Add +0.8% 1,236 $334K
Ieq Capital, LLC 0.00% Add +17.5% 1,233 $334K
Vista Investment Management 0.14% Add +2.6% 1,230 $333K
Associated Banc-Corp 0.01% Add +0.3% 1,221 $330K
Sandy Spring Bank 0.01% Add +0.1% 1,218 $329K
Capital Investment Advisors, LLC 0.01% Reduce -5.1% 1,218 $329K
BOS Asset Management, LLC 0.17% Add +5.9% 1,213 $328K
ProVise Management Group, LLC 0.03% No change 1,212 $328K
Rothschild Investment LLC 0.02% Reduce -0.4% 1,209 $327K
DF Dent & Co. Inc. 0.00% No change 1,204 $326K
Shepherd Financial Partners LLC 0.04% No change 1,201 $325K
Prudent Investors Network, Inc. 0.12% — 1,194 $323K
Wedmont Private Capital 0.02% Add +1.5% 1,226 $322K
Accurate Wealth Management, LLC 0.09% New 1,256 $318K
Keystone Financial Group 0.05% Reduce -3.2% 1,174 $317K
Sovereign Financial Group, Inc. 0.08% Add +1.6% 1,168 $316K
Insight Advisors, LLC/ PA 0.06% Add +21.2% 1,166 $315K
Salem Investment Counselors Inc. 0.01% Add +3.3% 1,164 $315K
Owen LaRue, LLC 0.20% Add +23.3% 1,163 $315K
EPG Wealth Management LLC 0.08% Add +2.4% 1,157 $313K
Obsidian Cio, LLC 0.08% Add +16.6% 1,154 $312K
Mosaic Financial Group, LLC 0.25% — 1,154 $312K
KMG Fiduciary Partners, LLC 0.03% Add +0.5% 1,151 $311K
Westshore Wealth, LLC 0.13% No change 1,150 $311K
Fulton Bank, N.A. 0.01% Reduce -31.6% 1,145 $310K
Front Row Advisors LLC 0.11% New 1,143 $309K
Inspirion Wealth Advisors, LLC 0.05% Reduce -6.1% 1,137 $308K
Spirepoint Private Client, LLC 0.05% — 1,135 $307K
Verus Capital Partners, LLC 0.03% Reduce -13.7% 1,131 $306K
Compass Advisory Group LLC 0.14% Reduce -29.6% 1,131 $306K
Pictet Asset Management Holding SA 0.00% No change 1,130 $306K
Hanson & Doremus Investment Management 0.05% No change 1,123 $304K
Guardian Asset Advisors, LLC 0.25% No change 1,122 $304K
Red Door Wealth Management, LLC 0.06% No change 1,114 $301K
Carnegie Investment Counsel 0.01% Reduce -9.6% 1,113 $301K
Franklin Resources Inc. 0.00% No change 1,112 $301K
Ellis Investment Partners, LLC 0.06% Add +7.7% 1,103 $298K
WFA Asset Management Corp 0.16% Add +3.1% 1,103 $298K
MN Wealth Advisors, LLC 0.18% Add +0.2% 1,101 $298K
StoneX Group Inc. 0.03% New 1,100 $298K
Nwam LLC 0.02% Add +40.8% 1,138 $297K
JB Capital LLC 0.02% Add +0.2% 1,098 $297K
Mitchell McLeod Pugh & Williams Inc. 0.07% No change 1,097 $297K
AdvisorNet Financial, Inc 0.03% Add +12.9% 1,088 $294K
U.S. Capital Wealth Advisors, LLC 0.01% No change 1,087 $294K
TrinityPoint Wealth, LLC 0.05% Reduce -5.6% 1,086 $294K
Marcum Wealth, LLC 0.03% No change 1,085 $294K
Greenhouse Wealth Management, LLC 0.22% Reduce -34.5% 1,083 $293K
Rockland Trust Co. 0.02% No change 1,082 $293K
Weatherly Asset Management L. P. 0.03% No change 1,076 $291K
1900 Wealth Management LLC 0.03% Reduce -6.9% 1,074 $291K
Berkeley, Inc 0.18% Reduce -6.0% 1,069 $289K
Peregrine Asset Advisers, Inc. 0.11% No change 1,062 $287K
Householder Group Estate & Retirement Specialist, LLC 0.09% Reduce -16.1% 1,060 $287K
Evolution Wealth Advisors, LLC 0.05% Reduce -20.3% 1,060 $287K
Etfidea, LLC 0.10% Add +23.9% 1,059 $286K
Gemmer Asset Management LLC 0.03% Add +0.3% 1,056 $286K
Teamwork Financial Advisors, LLC 0.04% Reduce -39.9% 1,050 $284K
Zevin Asset Management LLC 0.05% Reduce -10.3% 1,049 $284K
Atlas Financial Advisors, Inc. 0.44% Add +4.4% 1,049 $284K
Keeler & Nadler Financial Planning & Wealth Management 0.17% Add +0.3% 1,048 $284K
RVW Wealth, LLC 0.03% Add +9.2% 1,045 $283K
NorthStar Asset Management LLC 0.21% Reduce -13.4% 1,043 $282K
Gerber Kawasaki Wealth & Investment Management 0.02% New 1,038 $281K
Harbor Investment Advisory, LLC 0.03% Add +12.0% 1,037 $281K
Modern Wealth Management, LLC 0.03% New 1,036 $280K
Moller Wealth Partners 0.08% Add +0.3% 1,035 $280K
Plante Moran Financial Advisors, LLC 0.03% Add +39.0% 1,033 $279K
Waldron Private Wealth LLC 0.01% No change 1,033 $279K
Coombe, Bender & Co LLC 0.17% Reduce -6.0% 1,028 $278K
Magnus Financial Group LLC 0.03% Reduce -1.6% 1,029 $278K
Bison Wealth, LLC 0.05% Reduce -11.1% 1,026 $277K
Busey Bank 0.01% No change 1,020 $276K
Smith, Moore & Co. 0.03% Reduce -5.1% 1,008 $273K
Wilson & Boucher Capital Management, LLC 0.21% No change 1,000 $271K
Orion Capital Management LLC 0.14% No change 1,000 $271K
RAM Investment Partners, LLC 0.09% No change 999 $270K
Sheaff Brock Investment Advisors, LLC 0.02% No change 996 $269K
Financial Partners Group, Inc 0.04% Add +0.1% 996 $269K
Courier Capital LLC 0.02% Reduce -2.7% 986 $267K
Castle Rock Wealth Management, LLC 0.07% Add +0.7% 1,030 $265K
Glen Eagle Advisors, LLC 0.05% Add +2.6% 976 $264K
Riverpoint Wealth Management Holdings, LLC 0.07% Add +0.2% 974 $264K
American National Bank & Trust 0.03% No change 971 $263K
Raymond James Trust N.A. 0.01% Reduce -1.3% 971 $263K
Basso Capital Management, L.P. 0.25% No change 966 $261K
Wesbanco Bank Inc. 0.01% Reduce -0.8% 964 $261K
Allen Mooney & Barnes Investment Advisors LLC 0.05% Reduce -0.2% 1,006 $260K
Linscomb Wealth, Inc. 0.01% Reduce -3.7% 962 $260K
Family Firm, Inc. 0.06% Reduce -10.3% 961 $260K
Chapin Davis, Inc. 0.09% Reduce -7.7% 954 $258K
Lazari Capital Management, Inc. 0.14% Add +0.2% 945 $256K
Canvas Wealth Advisors, LLC 0.09% No change 1,005 $254K
BCM Advisors, LLC 0.06% No change 988 $254K
Galvin, Gaustad & Stein, LLC 0.02% Reduce -0.5% 939 $254K
Cypress Wealth Services, LLC 0.06% Add +0.1% 939 $254K
JMG Financial Group, Ltd. 0.01% No change 936 $253K
Selective Wealth Management, Inc. 0.11% Reduce -11.5% 973 $253K
Integral Investment Advisors, Inc. 0.10% New 932 $252K
D.B. Root & Company, LLC 0.09% No change 932 $252K
Faithward Advisors, LLC 0.05% Add +683.2% 932 $252K
Caldwell Trust Co 0.03% No change 930 $252K
Credential Qtrade Securities Inc. 0.01% Reduce -10.7% 925 $251K
O'Dell Group, LLC 0.06% No change 922 $249K
Hollencrest Capital Management 0.01% No change 915 $248K
Blue Bell Private Wealth Management, LLC 0.05% No change 914 $247K
Bare Financial Services, Inc 0.24% New 965 $247K
McClarren Financial Advisors, Inc. 0.18% Reduce -5.1% 913 $247K
Ascent Group, LLC 0.02% No change 913 $247K
Warwick Investment Management, Inc. 0.06% No change 909 $246K
Lodestar Private Asset Management LLC 0.04% New 906 $245K
Trek Financial, LLC 0.02% New 904 $244K
Bristlecone Advisors, LLC 0.02% No change 895 $242K
Planned Solutions, Inc. 0.12% No change 895 $242K
Insigneo Advisory Services, LLC 0.03% Reduce -16.7% 895 $242K
Norwood Financial Corp 0.35% Reduce -5.3% 895 $242K
Evercore Wealth Management, LLC 0.00% Reduce -1.0% 888 $240K
Bluespring Wealth Management, LLC 0.03% No change 886 $240K
Fortitude Advisory Group L.L.C. 0.14% No change 886 $240K
Choreo, LLC 0.01% Reduce -12.8% 886 $240K
Roger Wittlin Investment Advisory, LLC 0.17% Add +0.3% 882 $239K
Jacobi Capital Management LLC 0.02% Reduce -13.1% 876 $237K
Alaethes Wealth, LLC 0.10% Reduce -2.1% 874 $236K
Hazlett, Burt & Watson, Inc. 0.14% Reduce -1.0% 878 $236K
Sterling Investment Counsel, LLC 0.11% Reduce -18.0% 867 $235K
McCarthy Asset Management, Inc. 0.14% Reduce -1.8% 857 $232K
Procyon Advisors, LLC 0.02% Reduce -1.5% 851 $230K
Ritholtz Wealth Management 0.01% Add +2.5% 850 $230K
Waterloo Capital, L.P. 0.03% Reduce -56.4% 849 $230K
Advisor OS, LLC 0.03% New 849 $230K
Cypress Capital, LLC 0.06% No change 847 $229K
Smith Salley Wealth Management 0.02% No change 845 $229K
Trinity Financial Advisors LLC 0.10% No change 844 $228K
Aspiriant, LLC 0.01% No change 843 $228K
Columbia Asset Management 0.05% No change 900 $226K
Amundi 0.00% Reduce -10.1% 893 $226K
Independent Wealth Network Inc. 0.11% Reduce -0.2% 832 $225K
Ascent Wealth Partners, LLC 0.03% No change 825 $223K
Park Avenue Securities LLC 0.00% Reduce -5.4% 825 $223K
Triumph Capital Management 0.09% Reduce -10.4% 831 $223K
Centric Wealth Management 0.07% Reduce -14.9% 864 $221K
Gateway Wealth Partners, LLC 0.08% Reduce -16.4% 816 $221K
Smith Anglin Financial, LLC 0.02% Reduce -11.6% 808 $219K
Stratos Wealth Advisors, LLC 0.01% New 808 $219K
Naples Global Advisors, LLC 0.02% New 806 $218K
Coppell Advisory Solutions Corp. 0.04% — 805 $218K
Activest Wealth Management 0.10% Reduce -7.1% 802 $217K
Next Level Private LLC 0.10% No change 800 $216K
TCV Trust & Wealth Management, Inc. 0.02% No change 800 $216K
Taylor & Morgan Wealth Management, LLC 0.16% New 799 $216K
Carolinas Wealth Consulting LLC 0.04% Add +0.3% 798 $216K
Ignite Planners, LLC 0.06% Add +0.1% 803 $215K
Mystic Asset Management, Inc. 0.09% Reduce -1.0% 794 $215K
Resolute Advisors LLC 0.04% Add +0.4% 792 $214K
World Investment Advisors 0.03% Reduce -37.5% 791 $214K
Capital Square, LLC 0.15% New 789 $214K
Bridgewealth Advisory Group, LLC 0.10% Reduce -7.9% 789 $213K
Americana Partners, LLC 0.02% New 787 $213K
Montecito Bank & Trust 0.04% Reduce -24.2% 784 $212K
Evanson Asset Management, LLC 0.02% New 784 $212K
Moneco Advisors, LLC 0.03% Reduce -1.9% 784 $212K
Meridian Financial Advisors, LLC 0.16% New 774 $209K
Alpha Cubed Investments, LLC 0.01% Reduce -35.7% 767 $207K
Sawgrass Asset Management LLC 0.02% New 765 $207K
HUB Investment Partners, LLC 0.01% Reduce -5.1% 763 $206K
Regent Peak Wealth Advisors LLC 0.05% New 761 $206K
First National Trust Co 0.01% New 761 $206K
A. D. Beadell Investment Counsel, Inc. 0.18% New 760 $205K
Millennium Capital Advisors, LLC 0.14% New 752 $203K
Tompkins Financial Corp. 0.02% Reduce -6.2% 747 $202K
Brookmont Capital Management 0.11% New 747 $202K
Atlantic Edge Private Wealth Management, LLC 0.07% Reduce -11.3% 742 $201K
Physician Wealth Advisors, Inc. 0.04% Reduce -5.2% 791 $201K
Private Management Group Inc. 0.01% New 741 $200K
Cooper Financial Group 0.03% New 740 $200K
Briaud Financial Planning Inc 0.11% New 716 $194K
AllSquare Wealth Management LLC 0.11% Reduce -1.5% 669 $181K
Global Wealth Strategies & Associates 0.06% Reduce -29.0% 631 $171K
BTS Asset Management, Inc. 0.14% Reduce -25.6% 616 $167K
Bray Capital Advisors 0.04% No change 615 $166K
Progressive Investment Management Corp 0.04% No change 600 $162K
JFS Wealth Advisors, LLC 0.01% No change 592 $160K
Farther Finance Advisors, LLC 0.01% New 585 $157K
Cambridge Trust Co. 0.01% Reduce -12.5% 579 $157K
Y.D. More Investments Ltd 0.03% No change 570 $154K
S.A. Mason LLC 0.09% No change 564 $153K
WASHINGTON TRUST Co 0.01% Reduce -10.7% 545 $147K
Horizon Bancorp Inc. 0.07% Reduce -5.9% 544 $147K
SOA Wealth Advisors, LLC. 0.03% Add +0.4% 535 $145K
Armor Investment Advisors, LLC 0.07% No change 521 $141K
Atticus Wealth Management, LLC 0.05% Add +0.2% 519 $140K
Private Capital Management LLC 0.03% Reduce -16.1% 510 $138K
Ramirez Asset Management, Inc. 0.03% No change 510 $138K
UMB Bank, n.a. 0.00% No change 509 $138K
Institutional & Family Asset Management, LLC 0.02% No change 508 $137K
Spirit of America Management Corp. 0.03% New 526 $134K
Cape Investment Advisory, Inc. 0.06% Add +48700.0% 488 $132K
Smartleaf Asset Management LLC 0.02% Add +40.1% 472 $128K
Assetmark, Inc. 0.00% Add +1248.6% 472 $128K
Solstein Capital, LLC 0.09% No change 470 $127K
Cassady Schiller Wealth Management, LLC 0.05% No change 450 $122K
Davis Capital Management 0.11% Reduce -2.4% 453 $121K
Laurel Wealth Advisors LLC 0.02% No change 449 $121K
Banque Cantonale Vaudoise 0.00% No change 438 $118K
Brown Brothers Harriman & Co. 0.00% New 431 $117K
Missouri Trust & Investment Co 0.04% No change 415 $112K
Archer Investment Corp 0.03% No change 415 $112K
Realta Investment Advisors 0.02% Reduce -87.8% 410 $111K
Transcendent Capital Group LLC 0.06% New 404 $109K
SG Americas Securities, LLC 0.00% New 390 $106K
Mitchell Sinkler & Starr 0.03% No change 390 $106K
Washington Trust Advisors, Inc. 0.01% Add +3.0% 376 $102K
Acropolis Investment Management, LLC 0.01% New 375 $101K
Aspect Partners, LLC 0.08% No change 373 $101K
First Personal Financial Services 0.02% No change 356 $96K
Larson Financial Group LLC 0.01% Add +130.5% 355 $96K
Sittner & Nelson, LLC 0.05% No change 352 $95K
Cranbrook Wealth Management, LLC 0.02% No change 340 $92K
Integrity Financial Corp 0.06% Reduce -6.1% 340 $92K
Private Trust Co. NA 0.01% Add +105.5% 337 $91K
Resources Management Corp. /CT/ 0.01% Reduce -10.7% 334 $90K
Tidemark, LLC 0.05% Reduce -10.5% 331 $90K
Piscataqua Savings Bank 0.08% No change 329 $89K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 325 $88K
NBT Bank, N.A. 0.01% No change 325 $88K
Bogart Wealth, LLC 0.00% Reduce -12.2% 316 $85K
Key Financial Inc 0.02% No change 316 $85K
PSI Advisors, LLC 0.03% No change 310 $84K
Highlander Capital Management, LLC 0.03% No change 300 $81K
Clean Yield Group 0.03% No change 300 $81K
Hartford Financial Management Inc. 0.02% No change 300 $81K
Citizens National Bank Trust Department 0.02% No change 298 $81K
Pathway Financial Advisers, LLC 0.03% Reduce -8.0% 286 $78K
Iron Horse Wealth Management, LLC 0.03% No change 285 $77K
BlackRock Inc. 0.00% No change 278 $75K
Nvwm, LLC 0.02% No change 275 $74K
Parkside Financial Bank & Trust 0.01% Reduce -55.0% 274 $74K
Country Trust Bank 0.00% No change 274 $74K
Vestor Capital, LLC 0.01% No change 275 $74K
GPS Wealth Strategies Group, LLC 0.01% No change 269 $73K
Independence Bank of Kentucky 0.02% Reduce -13.1% 265 $72K
McIlrath & Eck, LLC 0.01% Reduce -7.1% 262 $71K
Founders Capital Management 0.05% No change 259 $70K
City Holding Co. 0.01% Reduce -13.4% 259 $70K
Pflug Koory, LLC 0.01% No change 257 $70K
First Horizon Advisors, Inc. 0.00% Add +81.4% 254 $69K
Crewe Advisors LLC 0.01% No change 250 $68K
Security National Bank 0.01% No change 249 $67K
Castleview Partners, LLC 0.04% No change 244 $66K
Gables Capital Management Inc. 0.04% No change 242 $65K
Robinswood Financial LLC 0.03% No change 234 $63K
Lanark Financial, Inc. 0.01% Reduce -68.2% 228 $61K
Montag A & Associates Inc. 0.00% No change 221 $60K
Retirement Group, LLC 0.02% No change 200 $54K
MCF Advisors LLC 0.00% No change 200 $54K
Global Assets Advisory, LLC 0.03% New 200 $54K
Mascoma Wealth Management LLC 0.01% Reduce -29.4% 194 $52K
Hilltop National Bank 0.02% — 193 $52K
Main Street Group, LTD 0.02% Add +6.2% 189 $51K
Center for Financial Planning, Inc. 0.01% Add +73.2% 187 $51K
SouthState Bank Corp 0.00% Add +36.8% 186 $50K
Trust Co. of Vermont 0.00% No change 186 $50K
Valley National Advisers Inc. 0.01% No change 179 $48K
Tower Research Capital LLC (TRC) 0.00% Reduce -90.8% 175 $47K
Guardian Wealth Advisors, LLC / NC 0.01% No change 163 $44K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -14.9% 160 $43K
Roble, Belko & Company, Inc 0.01% No change 155 $42K
Abound Wealth Management 0.02% Add +21.4% 153 $41K
Colonial Trust Co / SC 0.01% No change 150 $41K
PFS Partners, LLC 0.02% Reduce -41.9% 129 $35K
Atwood & Palmer Inc. 0.00% No change 121 $33K
Paladin Advisory Group, LLC 0.03% No change 122 $33K
Tortoise Investment Management, LLC 0.00% No change 116 $31K
Maryland Capital Advisors Inc. 0.02% New 115 $31K
Scarborough Advisors, LLC 0.01% No change 115 $31K
Monetary Management Group Inc. 0.01% No change 115 $31K
Oxford Financial Group, LTD. LLC 0.00% No change 106 $29K
Sunbelt Securities, Inc. 0.00% New 104 $28K
Costello Asset Management, INC 0.02% Reduce -28.4% 101 $27K
Mb, Levis & Associates, LLC 0.01% No change 100 $27K
FinTrust Capital Advisors, LLC 0.01% Reduce -64.5% 100 $27K
Dixon Mitchell Investment Counsel Inc. 0.00% New 100 $27K
Halpern Financial, Inc. 0.01% No change 100 $26K
Caitlin John, LLC 0.02% No change 93 $25K
Tsfg, LLC 0.01% Reduce -81.3% 81 $22K
Bfsg, LLC 0.00% No change 80 $22K
Baldwin Wealth Partners LLC 0.00% Reduce -32.2% 78 $21K
Legacies Wealth LLC 0.02% No change 75 $20K
Tradewinds Capital Management, LLC 0.01% Reduce -53.4% 75 $20K
Boyd Watterson Asset Management LLC 0.01% No change 74 $20K
Riggs Asset Managment Co. Inc. 0.01% No change 71 $19K
United Community Bank 0.01% No change 66 $18K
Coston, McIsaac & Partners 0.01% No change 64 $17K
Horizon Financial Services, LLC 0.01% New 61 $17K
Fernwood Investment Management, LLC 0.00% New 60 $16K
Horizons Wealth Management 0.01% No change 62 $16K
Sound Income Strategies, LLC 0.00% Reduce -76.9% 57 $15K
Barclays PLC 0.00% No change 55 $15K
Continuum Advisory, LLC 0.00% New 55 $14K
Elevate Wealth Advisory, Inc. 0.01% No change 53 $14K
SYM FINANCIAL Corp 0.00% Add +1.9% 53 $14K
Prestige Wealth Management Group LLC 0.00% Reduce -22.4% 52 $14K
Kelly Financial Services LLC 0.01% No change 50 $14K
Future Financial Wealth Managment LLC 0.01% New 46 $12K
Providence Capital Advisors, LLC 0.00% No change 45 $12K
Oliver Lagore Vanvalin Investment Group 0.00% No change 42 $11K
Peachtree Investment Partners, LLC 0.00% No change 41 $11K
Arrow Financial Corp 0.00% No change 40 $11K
Howe & Rusling Inc. 0.00% Reduce -71.4% 40 $11K
Lindbrook Capital, LLC 0.00% Reduce -65.2% 40 $11K
BOK Financial Private Wealth, Inc. 0.00% No change 40 $11K
Bay Harbor Wealth Management, LLC 0.00% No change 39 $11K
Vermillion & White Wealth Management Group, LLC 0.01% No change 38 $10K
Legend Financial Advisors, Inc. 0.01% No change 38 $10K
Frazier Financial Advisors, LLC 0.01% No change 36 $10K
Arcadia Investment Management Corp. 0.00% No change 35 $9K
Cherry Tree Wealth Management, LLC 0.00% No change 32 $9K
Rakuten Securities, Inc. 0.00% New 31 $8K
Wetzel Investment Advisors, Inc. 0.00% No change 33 $8K
Private Wealth Management Group, LLC 0.00% No change 29 $8K
Barrett & Company, Inc. 0.00% No change 29 $8K
CNB Bank 0.00% No change 28 $8K
Penserra Capital Management LLC 0.00% New 28 $7K
Accordant Advisory Group Inc 0.01% — 25 $7K
SJS Investment Consulting Inc. 0.00% Reduce -94.3% 25 $7K
Quadrant Capital Group LLC 0.00% No change 25 $7K
Versant Capital Management, Inc 0.00% New 24 $6K
Gradient Investments LLC 0.00% Reduce -35.3% 22 $6K
Zeit Capital LLC 0.00% No change 21 $6K
Silicon Valley Capital Partners 0.00% Add +5.0% 21 $6K
Ameritas Investment Partners, Inc. 0.00% No change 20 $6K
Global Trust Asset Management, LLC 0.00% No change 19 $5K
Northwest Capital Management Inc 0.00% No change 16 $4K
DecisionPoint Financial, LLC 0.00% No change 14 $4K
Strengthening Families & Communities, LLC 0.00% No change 12 $3K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 11 $3K
Red Tortoise LLC 0.00% No change 10 $3K
West Branch Capital LLC 0.00% No change 10 $3K
Byrne Asset Management LLC 0.00% Reduce -60.0% 10 $3K
Avion Wealth 0.00% Reduce -98.5% 5 $2K
Register Financial Advisors LLC 0.00% New 4 $1K
FSA Wealth Management LLC 0.00% No change 4 $1K
Signature Resources Capital Management, LLC 0.00% No change 4 $1K
Macroview Investment Management LLC 0.00% No change 2 $542

"% of holder's portfolio" is VHT's weight in each manager's 13F, not the share of Vanguard Health Care ETF the manager owns.