Vanguard Health Care ETFVHTETF

13F holders, Q2 2024 (June 30)
997holders +7
60new positions
55sold out
3famous investors
$265.45avg. 13F price*

At the end of Q2 2024, 997 institutions reported holding Vanguard Health Care ETF (VHT) in their 13F filings, up 7 from Q1 2024. 60 opened new positions and 55 sold out. The largest holders were Morgan Stanley ($446.7M), Bank of America Corp. ($420.9M) and UBS Group AG ($350.7M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 → Q2 2024

InstitutionsTotal Value
New Positions60$59.8M
Exits55$45.7M

All 13F filers, Q1 2024 → Q2 2024: 673,346 shares bought and 944,470 shares sold, net −271,124 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 997 holders

Morgan Stanley 0.03% Reduce -1.3% 1,679,144 $446.7M
Bank of America Corp. 0.04% Reduce -1.8% 1,582,264 $420.9M
UBS Group AG 0.11% Reduce -1.3% 1,318,535 $350.7M
PGIM Custom Harvest LLC 6.26% Add +2.3% 1,054,252 $280.4M
Wells Fargo & Company 0.06% Reduce -0.8% 904,263 $240.5M
Harel Insurance Investments & Financial Services Ltd. 3.82% No change 759,229 $202.5M
Everett Harris & Co. 2.56% Add +0.1% 751,862 $200.0M
LPL Financial LLC 0.09% Add +4.7% 710,471 $189.0M
Beacon Capital Management, Inc. 6.68% Reduce -3.6% 583,712 $155.3M
Ameriprise Financial Inc. 0.04% Reduce -9.0% 547,456 $145.5M
Envestnet Asset Management Inc. 0.05% Reduce -1.3% 510,037 $135.7M
Northwestern Mutual Wealth Management Co. 0.12% Add +1.9% 473,588 $126.0M
Royal Bank of Canada 0.03% Reduce -18.8% 456,848 $121.5M
Cetera Investment Advisers 0.19% Reduce -0.7% 307,352 $81.8M
Commonwealth Equity Services, LLC 0.13% Reduce -0.9% 305,398 $81.2M
Raymond James Financial Services Advisors, Inc. 0.11% Add +0.4% 303,444 $80.7M
Manufacturers Life Insurance Company, The 0.08% Reduce -1.9% 301,724 $80.3M
Janney Montgomery Scott LLC 0.23% Reduce -3.4% 285,205 $75.9M
Morningstar Investment Management LLC 7.60% Add +0.7% 273,439 $72.7M
JPMorgan Chase & Co. 0.01% Reduce -16.5% 272,892 $72.6M
Osaic Holdings, Inc. 0.13% Reduce -18.9% 208,224 $55.4M
Stifel Financial Corp. 0.06% Add +3.7% 188,086 $50.0M
PNC Financial Services Group, Inc. 0.03% Reduce -4.8% 185,501 $49.3M
Raymond James & Associates 0.03% Add +4.5% 181,661 $48.3M
Armstrong Advisory Group, Inc. 3.85% Reduce -11.1% 163,577 $43.5M
M&T Bank Corp 0.15% Reduce -3.4% 160,788 $42.8M
Cambridge Investment Research Advisors, Inc. 0.15% Reduce -5.6% 154,455 $41.1M
Invictus Private Wealth, LLC 3.30% Add +3.2% 147,955 $39.4M
Allied Investment Advisors, LLC 8.32% Add +1.6% 133,344 $35.5M
Agf Management Ltd. 0.19% Reduce -8.1% 131,051 $34.9M
MML Investors Services, LLC 0.14% Add +1.6% 126,876 $33.7M
Cerity Partners LLC 0.09% Reduce -0.4% 121,246 $32.3M
MAI Capital Management 0.31% Add +27.5% 118,280 $31.5M
KCM Investment Advisors LLC 1.01% Reduce -0.4% 104,725 $27.9M
Peapack Gladstone Financial Corp. 0.42% Reduce -4.1% 103,361 $27.5M
First Manhattan Co. Llc. 0.08% Add +0.0% 98,557 $26.3M
Kestra Advisory Services, LLC 0.15% Add +9.0% 97,513 $25.9M
HighTower Advisors, LLC 0.04% Reduce -14.3% 96,321 $25.6M
Rockefeller Capital Management L.P. 0.07% Add +0.0% 93,151 $24.8M
Capital Advantage, Inc. 4.97% Reduce -0.9% 91,922 $24.2M
Captrust Financial Advisors 0.07% Reduce -6.7% 83,836 $22.3M
Mariner, LLC 0.04% Add +0.8% 83,812 $22.3M
Main Management LLC 1.79% Reduce -1.7% 81,257 $21.6M
Aprio Wealth Management, LLC 3.91% Reduce -2.6% 80,609 $21.4M
CW Advisors, LLC 0.34% New 79,704 $21.2M
Truist Financial Corp. 0.03% Reduce -3.3% 78,780 $21.0M
Stratos Wealth Partners, LTD. 0.33% Add +0.7% 76,744 $20.4M
WBH Advisory Inc. 2.00% Reduce -1.0% 74,472 $19.8M
Avantax Advisory Services, Inc. 0.14% Reduce -9.1% 73,288 $19.5M
Atria Wealth Solutions, Inc. 0.20% Reduce -2.9% 68,579 $18.3M
Marotta Asset Management 3.78% Reduce -1.9% 68,938 $18.3M
Goldman Sachs Group Inc. 0.00% Reduce -3.4% 68,186 $18.1M
EverSource Wealth Advisors, LLC 1.19% Reduce -11.5% 65,240 $17.9M
Creative Planning 0.02% Reduce -0.9% 66,774 $17.8M
Chai Trust Co. LLC 2.43% Add +4.3% 59,328 $15.8M
Full Sail Capital, LLC 1.05% Add +0.5% 58,902 $15.7M
Strategic Point Investment Advisors, LLC 2.68% Reduce -0.3% 56,272 $15.0M
Wheelhouse Advisory Group LLC 10.11% Add +5.3% 54,425 $14.4M
Integrated Wealth Concepts LLC 0.20% Add +1.6% 53,943 $14.3M
Corient Private Wealth LP 0.02% Add +50.7% 53,337 $14.2M
Dakota Wealth Management 0.33% Reduce -3.7% 52,760 $14.0M
Edmond DE Rothschild Holding S.A. 0.24% No change 51,503 $13.7M
Federation des caisses Desjardins du Quebec 0.07% Add +0.8% 49,733 $13.2M
Lido Advisors, LLC 0.11% Add +10.8% 47,694 $12.7M
Bordeaux Wealth Advisors LLC 2.42% New 47,611 $12.7M
Focus Partners Wealth 0.04% Add +721.6% 45,680 $12.2M
Baird Financial Group, Inc. 0.02% Reduce -3.2% 44,643 $11.9M
Private Advisor Group, LLC 0.08% Add +1.0% 42,689 $11.4M
New England Private Wealth Advisors LLC 1.92% Add +0.1% 41,298 $11.0M
Adaptive Financial Consulting, LLC 4.71% Add +3.1% 40,847 $10.9M
Principal Securities, Inc. 0.29% Add +33.1% 39,729 $10.6M
MassMutual Private Wealth & Trust, FSB 0.31% Add +0.1% 38,026 $10.1M
Bank of Nova Scotia 0.02% Reduce -17.3% 37,642 $10.0M
Atlas Capital Advisors Inc. 1.26% Reduce -8.8% 36,369 $9.7M
Focus Financial Network, Inc. 0.41% Add +0.5% 35,025 $9.7M
Consolidated Portfolio Review Corp 2.24% Add +11.0% 36,028 $9.6M
FMR LLC 0.00% Add +3.6% 35,643 $9.5M
Bleakley Financial Group, LLC 0.27% Reduce -0.6% 34,592 $9.2M
Simplicity Wealth,LLC 0.21% Reduce -0.6% 34,592 $9.2M
LM Advisors LLC 1.75% Reduce -3.0% 34,233 $8.8M
Financial Management Network Inc. 2.09% Reduce -0.4% 32,961 $8.7M
Comerica Bank 0.04% Reduce -15.6% 32,555 $8.7M
TD Waterhouse Canada Inc. 0.08% Reduce -0.8% 31,927 $8.5M
Ami Investment Management Inc. 2.91% Reduce -0.8% 31,345 $8.3M
Ballast, Inc. 2.54% Add +1.7% 31,013 $8.2M
Cornerstone Advisory, LLC 1.15% Reduce -0.8% 30,642 $8.2M
Onyx Bridge Wealth Group LLC 1.34% Reduce -2.3% 30,571 $8.1M
Paragon Financial Partners, Inc. 6.29% Add +4.2% 30,330 $8.1M
CVA Family Office, LLC 1.41% Reduce -0.1% 29,442 $7.8M
Evergreen Capital Management LLC 0.28% Reduce -1.6% 29,316 $7.8M
Susquehanna International Group, LLP 0.01% Add +76.9% 29,400 $7.8M
Asset Planning Corporation 5.80% Reduce -2.0% 29,161 $7.8M
Exchange Capital Management, Inc. 1.26% Add +5.7% 29,046 $7.7M
Citigroup Inc. 0.01% Reduce -0.1% 28,932 $7.7M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -3.8% 28,785 $7.7M
Sharper & Granite LLC 3.64% Add +2.7% 28,716 $7.6M
GYL Financial Synergies, LLC 0.59% Reduce -2.0% 28,708 $7.6M
Callan Capital, LLC 0.61% Reduce -2.1% 28,029 $7.5M
White Lighthouse Investment Management Inc. 1.44% Add +1.7% 28,024 $7.5M
Fifth Third Bancorp 0.03% Reduce -0.5% 26,696 $7.1M
SP Asset Management LLC 0.64% No change 26,387 $7.0M
Axiom Financial Strategies, LLC 4.54% Add +0.4% 26,280 $7.0M
Apollon Financial, LLC 2.26% Reduce -1.0% 26,260 $7.0M
Citadel Advisors 0.01% Reduce -19.9% 26,023 $6.9M
Trust Co. of Oklahoma 2.42% Reduce -0.1% 25,934 $6.9M
EP Wealth Advisors, LLC 0.07% Add +0.0% 25,600 $6.8M
Wealth Enhancement Advisory Services, LLC 0.02% Add +1.3% 25,071 $6.7M
Bailard, Inc. 0.18% Reduce -9.2% 25,000 $6.6M
D.A. Davidson & Co. 0.06% Add +0.4% 24,845 $6.6M
Royal Fund Management, LLC 0.89% Reduce -25.0% 24,525 $6.6M
Safeguard Investment Advisory Group, LLC 2.04% Add +9.2% 24,592 $6.6M
Goepper Burkhardt LLC 2.90% Reduce -7.0% 24,092 $6.4M
Beta Wealth Group, Inc. 3.01% Add +0.6% 23,853 $6.3M
Summit Wealth Group, LLC 1.89% Add +2.9% 23,683 $6.3M
Wealth Management Resources, Inc. 2.69% Reduce -3.1% 23,572 $6.3M
Northern Trust Corp. 0.00% Add +0.7% 23,434 $6.2M
Orion Porfolio Solutions, LLC 0.06% Reduce -5.7% 23,115 $6.1M
Orion Portfolio Solutions, LLC 0.06% Reduce -5.7% 23,115 $6.1M
TAP Consulting, LLC 1.29% Add +8.8% 23,068 $6.1M
Tiaa Trust, National Association 0.02% Reduce -4.4% 22,671 $6.0M
Wealthcare Advisory Partners LLC 0.19% Add +6.0% 22,641 $6.0M
Circle Wealth Management, LLC 0.14% Reduce -18.7% 22,290 $5.9M
Gray Wealth Management Inc. 2.54% Add +3.8% 22,100 $5.9M
Ameritas Advisory Services, LLC 0.22% Add +1.2% 22,097 $5.9M
Advisory Services Network, LLC 0.12% Add +51.8% 22,094 $5.9M
Sage Rhino Capital LLC 1.40% Reduce -4.4% 22,028 $5.9M
Allworth Financial LP 0.04% Add +6.1% 21,556 $5.8M
Curran Financial Partners, LLC 1.94% Add +3.6% 21,858 $5.8M
Johnson Investment Counsel Inc. 0.06% Add +3.4% 21,543 $5.7M
Brown Advisory Inc. 0.01% Reduce -4.1% 21,250 $5.7M
Mercer Global Advisors Inc. 0.02% Reduce -6.5% 21,224 $5.6M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -3.1% 20,666 $5.5M
Madden Advisory Services, Inc. 2.77% Add +1.0% 20,514 $5.5M
Equitable Holdings, Inc. 0.06% Add +7.7% 20,497 $5.5M
Clearstead Advisors, LLC 0.09% Add +0.3% 20,472 $5.4M
WESCAP Management Group, Inc. 1.52% Add +2.9% 20,201 $5.4M
First PREMIER Bank 1.43% Add +0.3% 20,080 $5.3M
Harbour Investments, Inc. 0.18% Add +0.6% 19,556 $5.2M
Greytown Advisors Inc. 2.93% Add +3.3% 18,741 $5.0M
Hikari Tsushin, Inc. 0.39% Add +1.4% 18,744 $5.0M
Merit Financial Group, LLC 0.11% Add +8.2% 18,703 $5.0M
GTS Securities LLC 0.10% Add +8.7% 18,693 $5.0M
Webster Bank, N. A. 0.55% Add +0.7% 18,682 $5.0M
David Kennon Inc 2.08% Add +3.3% 18,642 $5.0M
Trinity Legacy Partners, LLC 1.40% Add +4.2% 18,561 $4.9M
Exchange Traded Concepts, LLC 0.12% Add +0.4% 18,354 $4.9M
Destination Wealth Management 0.16% Add +3.0% 17,955 $4.8M
Bank of Montreal 0.00% Reduce -14.0% 17,677 $4.8M
Scotia Capital Inc. 0.03% Add +2.7% 17,779 $4.7M
Calton & Associates, Inc. 2.37% Add +0.7% 17,763 $4.7M
Concourse Financial Group Securities, Inc. 0.29% Add +19.4% 17,636 $4.7M
Sequoia Financial Advisors, LLC 0.06% Add +5.7% 17,633 $4.7M
Financial Futures Ltd Liability Co. 2.86% Reduce -7.8% 17,338 $4.6M
Twin Focus Capital Partners, LLC 0.73% Reduce -3.9% 17,175 $4.6M
Prudential Financial Inc. 0.01% Reduce -8.6% 17,024 $4.5M
Jmac Enterprises LLC 0.79% Add +2.9% 17,009 $4.5M
Tranquilli Financial Advisor LLC 3.03% Reduce -3.1% 17,085 $4.5M
Nvest Financial, LLC 2.77% Add +6.7% 16,947 $4.5M
Steward Partners Investment Advisory, LLC 0.05% Reduce -7.3% 16,937 $4.5M
Blair William & Co. 0.01% Reduce -1.0% 16,936 $4.5M
Moser Wealth Advisors, LLC 2.44% Add +1.7% 16,889 $4.5M
Atria Investments, Inc 0.06% Reduce -2.4% 16,797 $4.5M
National Bank of Canada 0.01% Add +0.5% 16,791 $4.4M
Cresset Asset Management, LLC 0.02% Add +2.6% 16,249 $4.3M
Centered Wealth LLC dba Miller Equity Capital Advisors 1.77% No change 16,000 $4.3M
Visionary Wealth Advisors 0.28% Reduce -4.0% 15,978 $4.3M
Baron Financial Group, LLC 2.67% Reduce -1.2% 15,792 $4.2M
Zurich Insurance Group Ltd 0.04% Reduce -59.2% 15,883 $4.2M
Acorn Wealth Advisors, LLC 2.03% Add +0.9% 15,425 $4.1M
Wall Street Financial Group, Inc. 6.90% — 15,257 $4.1M
Park National Corp. 0.15% Reduce -43.2% 14,884 $4.0M
Cora Capital Advisors LLC 2.00% Reduce -1.8% 14,598 $3.9M
Fifth Third Securities, Inc. 0.36% Add +6.1% 14,465 $3.9M
Titleist Asset Management, LLC 0.58% Reduce -0.5% 14,460 $3.8M
Praetorian Wealth Management, Inc. 0.98% Reduce -2.8% 14,404 $3.8M
Long Island Wealth Management, Inc. 2.67% Reduce -2.3% 14,239 $3.8M
Anchor Investment Management, LLC 0.39% Reduce -6.2% 14,212 $3.8M
Concurrent Investment Advisors, LLC 0.12% Reduce -6.6% 14,115 $3.8M
TRUE Private Wealth Advisors 0.41% Add +4.0% 13,756 $3.7M
US Bancorp \de 0.01% Reduce -2.2% 13,668 $3.6M
Sound View Wealth Advisors Group, LLC 0.37% Add +1.8% 13,569 $3.6M
Keebeck Wealth Management 0.53% Reduce -8.3% 13,476 $3.6M
Tower Research Capital LLC (TRC) 0.06% Add +7597.7% 13,471 $3.6M
First Financial Corp. 1.75% Reduce -1.8% 12,951 $3.4M
Baker Ellis Asset Management LLC 0.52% Reduce -0.8% 12,877 $3.4M
Veltria Advisors Corp. 1.23% No change 12,861 $3.4M
Private Advisory Group LLC 0.45% Reduce -2.5% 12,758 $3.4M
Foundations Investment Advisors, LLC 0.08% Add +6.8% 12,688 $3.4M
B. Riley Wealth Advisors, Inc. 0.09% Reduce -11.6% 12,632 $3.4M
Delta Financial Group, Inc. 1.41% Add +7.0% 12,650 $3.4M
Cedar Mountain Advisors, LLC 0.83% Add +5.0% 12,640 $3.4M
IHT Wealth Management, LLC 0.12% Reduce -3.2% 12,382 $3.3M
Wealthspire Retirement, LLC 0.28% Add +1.2% 12,480 $3.3M
Bluesphere Advisors LLC 1.66% Reduce -0.3% 12,233 $3.3M
Rwa Wealth Partners, LLC 0.04% Reduce -1.2% 12,190 $3.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.54% Reduce -10.4% 12,189 $3.2M
Cascade Wealth Advisors, Inc 2.39% Add +136.3% 11,820 $3.2M
HB Wealth Management, LLC 0.04% Reduce -0.4% 12,098 $3.2M
Advisors Capital Management, LLC 0.06% Add +8.9% 12,070 $3.2M
Penobscot Wealth Management 1.90% Add +6.0% 12,119 $3.2M
NewEdge Advisors, LLC 0.02% Add +23.8% 11,960 $3.2M
Gladstone Institutional Advisory LLC 0.16% Reduce -1.1% 11,807 $3.1M
Brookstone Capital Management 0.05% Reduce -2.6% 11,202 $3.1M
Raab & Moskowitz Asset Management LLC 0.83% Reduce -0.0% 11,488 $3.1M
Morningstar Investment Services LLC 0.03% Reduce -3.6% 11,319 $3.0M
Qube Research & Technologies Ltd 0.01% Add +54.6% 11,318 $3.0M
Fortis Advisors, LLC 2.11% Reduce -0.8% 11,231 $3.0M
OneDigital Investment Advisors LLC 0.04% Add +3.1% 11,094 $3.0M
Financial Freedom, LLC 1.67% Add +10.8% 11,044 $2.9M
Capital Analysts, LLC 0.13% Reduce -5.0% 10,991 $2.9M
First Trust Advisors LP 0.00% Add +3.2% 10,963 $2.9M
Greenline Partners, LLC 0.44% Add +3.6% 10,871 $2.9M
Carmichael Hill & Associates, Inc. 1.17% Reduce -8.3% 10,791 $2.9M
Westside Investment Management, Inc. 0.65% Add +5.3% 10,741 $2.9M
Thrivent Financial for Lutherans 0.01% Add +0.3% 10,670 $2.8M
Two Sigma Investments, LP 0.01% New 10,500 $2.8M
Bank Hapoalim BM 0.41% Add +17.4% 10,400 $2.8M
Bokf, NA 0.05% Reduce -0.9% 10,243 $2.7M
FRG Family Wealth Advisors LLC 0.52% Reduce -4.4% 10,016 $2.7M
O'ROURKE & COMPANY, Inc 1.52% Add +1.0% 10,129 $2.7M
Advantage Trust Co 1.93% Add +1.1% 10,107 $2.7M
Choate Investment Advisors 0.07% Reduce -27.7% 10,077 $2.7M
Madison Asset Management, LLC 0.03% Reduce -20.2% 10,058 $2.7M
Jane Street Group, LLC 0.00% Add +349.2% 10,012 $2.7M
CIBC Private Wealth Group LLC 0.01% Add +1.9% 10,064 $2.7M
Wealthfront Advisers LLC 0.01% Reduce -2.0% 9,872 $2.6M
Beacon Pointe Advisors, LLC 0.03% Reduce -2.9% 9,826 $2.6M
TruWealth Advisors, LLC 0.17% Reduce -2.7% 9,746 $2.6M
Trilogy Capital Inc. 0.14% Add +13.7% 9,475 $2.5M
Robertson Stephens Wealth Management, LLC 0.13% Add +0.8% 9,407 $2.5M
Essex Private Wealth Management, LLC 6.28% Add +16.0% 9,276 $2.5M
Sigma Planning Corp 0.08% Add +1.0% 9,236 $2.5M
Cassaday & Co Wealth Management LLC 0.08% Reduce -1.2% 9,192 $2.4M
Cozad Asset Management Inc. 0.24% Reduce -0.9% 9,181 $2.4M
Quantinno Capital Management LP 0.04% Add +63.2% 9,176 $2.4M
HBW Advisory Services LLC 0.40% Add +15.4% 9,047 $2.4M
NORTHSTAR ASSET MANAGEMENT Co 0.58% Add +0.7% 9,030 $2.4M
Alexander Labrunerie & Co., Inc. 1.31% Reduce -2.2% 9,004 $2.4M
Hilltop Holdings Inc. 0.28% Reduce -16.9% 8,948 $2.4M
Tudor Investment Corporation 0.03% New 8,782 $2.3M
Mutual Advisors, LLC 0.07% Add +3.0% 8,457 $2.3M
Hikari Power Ltd 0.21% No change 8,740 $2.3M
Autumn Glory Partners, LLC 1.18% No change 8,675 $2.3M
Jones Financial Companies LLLP 0.00% Add +37.4% 8,642 $2.3M
J.W. Cole Advisors, Inc. 0.11% Reduce -7.6% 8,618 $2.3M
Arax Advisory Partners 0.22% Reduce -6.5% 8,611 $2.3M
NewEdge Wealth, LLC 0.05% Reduce -3.4% 8,598 $2.3M
North Star Investment Management Corp. 0.17% Reduce -0.5% 8,580 $2.3M
Essex Financial Services, Inc. 0.17% Add +6.1% 8,286 $2.3M
Silverlake Wealth Management LLC 0.92% Add +451.3% 8,463 $2.3M
NorthCrest Asset Manangement, LLC 0.07% Reduce -1.7% 8,445 $2.2M
Petix & Botte Co 0.63% Add +99.9% 8,392 $2.2M
Prime Capital Investment Advisors, LLC 0.03% Reduce -1.8% 8,364 $2.2M
CoreCap Advisors, LLC 0.23% Add +19.7% 8,338 $2.2M
Sheets Smith Wealth Management 0.26% Reduce -0.2% 8,300 $2.2M
Oppenheimer & Co. Inc. 0.04% Add +8.2% 8,271 $2.2M
City State Bank 0.89% Add +2.1% 8,218 $2.2M
Valmark Advisers, Inc. 0.04% Add +1.7% 8,202 $2.2M
Waverly Advisors, LLC 0.04% Reduce -1.2% 8,172 $2.2M
NCM Capital Management, LLC 1.14% No change 8,155 $2.2M
Accel Wealth Management 0.84% Add +1.3% 7,927 $2.1M
CIC Wealth, LLC 0.58% Reduce -7.0% 7,913 $2.1M
Cornerstone Wealth Management, LLC 0.16% Add +13.4% 7,773 $2.1M
Principle Wealth Partners LLC 0.16% Reduce -4.0% 7,766 $2.1M
Altura Wealth Advisors Inc. 1.97% Add +127.9% 7,515 $2.0M
Salomon & Ludwin, LLC 0.22% Reduce -20.5% 7,454 $2.0M
MontVue Capital Management, Inc. 1.56% Add +20.1% 7,370 $2.0M
Liberty Wealth Management LLC 0.35% Reduce -6.5% 7,196 $1.9M
Sumitomo Mitsui Financial Group, Inc. 0.06% Reduce -14.7% 7,098 $1.9M
Marshall Wace, LLP 0.00% New 6,983 $1.9M
Ausdal Financial Partners, Inc. 0.20% Reduce -7.0% 6,980 $1.9M
SOL Capital Management CO 0.22% Reduce -2.7% 6,940 $1.8M
Joule Financial, LLC 0.75% Add +39.2% 6,910 $1.8M
Compass Ion Advisors, LLC 0.26% No change 6,793 $1.8M
Tidal Investments LLC 0.03% New 6,893 $1.8M
Glenmede Trust Co. NA 0.01% No change 6,863 $1.8M
Avantax Planning Partners, Inc. 0.06% Add +36.1% 6,858 $1.8M
Mgo One Seven LLC 0.09% Add +38.3% 6,827 $1.8M
High Net Worth Advisory Group LLC 0.55% Add +5.8% 6,818 $1.8M
Embree Financial Group 0.35% Add +7.1% 6,771 $1.8M
Houlihan Financial Resource Group, Ltd. 1.23% No change 6,764 $1.8M
Parallel Advisors, LLC 0.05% Add +5.7% 6,748 $1.8M
Snowden Capital Advisors LLC 0.05% Add +1.3% 6,711 $1.8M
CX Institutional 0.08% Add +62.8% 6,631 $1.8M
1832 Asset Management L.P. 0.00% Reduce -0.8% 6,624 $1.8M
Creative Financial Designs Inc. 0.16% Add +8.7% 6,572 $1.7M
RDA Financial Network 0.57% No change 6,560 $1.7M
Good Life Advisors, LLC 0.14% Reduce -1.0% 6,554 $1.7M
PFG Advisors 0.12% Reduce -4.2% 6,541 $1.7M
Modern Wealth Management, LLC 0.13% Add +527.8% 6,504 $1.7M
Signature Estate & Investment Advisors LLC 0.04% Add +45.9% 6,475 $1.7M
SlateStone Wealth, LLC 0.19% No change 6,438 $1.7M
Planning Directions Inc. 1.15% Reduce -1.9% 6,343 $1.7M
Sanctuary Advisors, LLC 0.01% — 6,589 $1.7M
Institute for Wealth Management, LLC. 0.23% Add +5.1% 6,310 $1.7M
Triton Financial Group Inc 1.17% Add +7.0% 6,261 $1.7M
Northstar Group, Inc. 0.33% Reduce -1.6% 6,255 $1.7M
Eagle Strategies LLC 0.32% Reduce -59.2% 6,245 $1.7M
Olistico Wealth, LLC 1.05% Reduce -0.5% 6,179 $1.6M
Novak & Powell Financial Services, Inc. 1.02% Reduce -0.0% 6,177 $1.6M
One Day In July LLC 0.20% Add +39.4% 6,111 $1.6M
Stephens Inc. 0.02% Reduce -1.4% 6,069 $1.6M
HRT Financial LP 0.01% New 6,037 $1.6M
Hershey Financial Advisers, LLC 1.44% — 6,025 $1.6M
Sachetta, LLC 0.69% Add +35.2% 5,786 $1.6M
Charter Oak Capital Management, LLC 0.17% Reduce -2.8% 5,954 $1.6M
Dorsey & Whitney Trust CO LLC 0.11% No change 5,941 $1.6M
Pathstone Holdings, LLC 0.01% Add +135.2% 5,919 $1.6M
Financial Advisory Partners, LLC 0.58% No change 5,830 $1.6M
Parsons Capital Management Inc. 0.10% Reduce -0.5% 5,781 $1.5M
Tower View Wealth Management LLC 0.88% Reduce -0.0% 5,757 $1.5M
Bragg Financial Advisors, Inc 0.07% Add +4.1% 5,748 $1.5M
Howard Wealth Management, LLC 1.20% Add +9.8% 5,710 $1.5M
Brighton Jones LLC 0.05% Reduce -0.0% 5,632 $1.5M
Bigelow Investment Advisors, LLC 0.71% Add +11.7% 5,607 $1.5M
Sanctuary Wealth Management, L.L.C. 1.12% Reduce -10.9% 5,572 $1.5M
Asset Dedication, LLC 0.10% Reduce -3.5% 5,504 $1.5M
Meridian Wealth Advisors, LLC 0.26% Add +4.8% 5,473 $1.5M
Mather Group, Llc. 0.02% Add +125.6% 5,368 $1.5M
Charles Schwab Investment Management Inc. 0.00% Reduce -21.5% 5,453 $1.5M
Bartlett & Co. Wealth Management LLC 0.02% No change 5,405 $1.4M
WNY Asset Management, LLC 0.19% Reduce -6.4% 5,405 $1.4M
AIMZ Investment Advisors, LLC 0.51% Add +2.5% 5,347 $1.4M
Pacific Capital Wealth Advisors, Inc. 0.26% No change 5,342 $1.4M
Grant Street Asset Management, Inc. 0.44% Add +2.6% 5,307 $1.4M
Ingalls & Snyder LLC 0.06% Reduce -1.5% 5,290 $1.4M
Idaho Trust Co 0.72% New 5,281 $1.4M
Absolute Capital Management, LLC 0.85% Reduce -0.2% 5,270 $1.4M
Dynamic Advisor Solutions LLC 0.04% Reduce -5.3% 5,254 $1.4M
Solutions 4 Wealth, Ltd 3.15% Reduce -0.2% 5,222 $1.4M
Mission Wealth Management, LP 0.04% Reduce -34.5% 5,217 $1.4M
Royal Harbor Partners, LLC 0.57% Add +2.5% 5,183 $1.4M
Joseph P. Lucia & Associates, LLC 0.70% Reduce -4.7% 5,146 $1.4M
Focused Wealth Management, Inc 0.20% Reduce -3.5% 5,085 $1.4M
N.E.W. Advisory Services LLC 0.15% Reduce -11.8% 5,066 $1.3M
Stonehage Fleming Financial Services Holdings Ltd 0.04% Reduce -9.0% 5,064 $1.3M
Hudson Value Partners, LLC 0.56% Add +4.3% 4,970 $1.3M
CRA Financial Services, LLC 0.26% Add +0.2% 4,907 $1.3M
Pallas Capital Advisors LLC 0.06% Reduce -1.4% 4,686 $1.3M
Altfest L J & Co. Inc. 0.17% Add +8.6% 4,729 $1.3M
Neuberger Berman Group LLC 0.00% Reduce -3.6% 4,706 $1.3M
Buckingham Strategic Wealth, LLC 0.01% Add +15.0% 4,657 $1.2M
Brown, Lisle/Cummings, Inc. 0.40% Add +1.6% 4,655 $1.2M
Wharton Business Group, LLC 0.06% Reduce -0.6% 4,628 $1.2M
McIntyre Freedman & Flynn Investment Advisers Inc. 0.88% No change 4,580 $1.2M
Abbot Financial Management, Inc. 0.65% Add +2.0% 4,571 $1.2M
Cardiff Park Advisors, LLC 0.12% Add +0.8% 4,559 $1.2M
CCG Wealth Management, LLC 0.68% Reduce -13.5% 4,534 $1.2M
Manchester Capital Management LLC 0.14% Reduce -1.1% 4,493 $1.2M
Csenge Advisory Group 0.07% Reduce -1.5% 4,404 $1.2M
McGlone Suttner Wealth Management, Inc. 0.24% Add +4.2% 4,671 $1.2M
Philadelphia Trust Co. 0.09% No change 4,383 $1.2M
Main Street Financial Solutions, LLC 0.11% Reduce -1.3% 4,348 $1.2M
PFG Investments, LLC 0.08% Reduce -88.2% 4,347 $1.2M
Summit Trail Advisors, LLC 0.03% Add +5.3% 4,293 $1.1M
Goldstein Advisors, LLC 0.19% Reduce -1.3% 4,292 $1.1M
Christensen, King & Associates Investment Services, Inc. 0.56% Reduce -8.2% 4,288 $1.1M
Independent Financial Group, LLC 0.05% Add +7.0% 4,246 $1.1M
Financial Advocates Investment Management 0.07% Reduce -6.6% 4,224 $1.1M
Woodward Diversified Capital, LLC 0.66% Reduce -4.2% 4,202 $1.1M
Wealthspire Advisors, LLC 0.01% Add +2.4% 4,103 $1.1M
Citizens Financial Group Inc. 0.02% Add +62.0% 4,062 $1.1M
Rathbones Group PLC 0.01% No change 4,028 $1.1M
NWF Advisory Services Inc. 0.17% Add +16.9% 4,015 $1.1M
Redhawk Wealth Advisors, Inc. 0.16% Add +0.9% 4,011 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Add +111.0% 4,005 $1.1M
Valeo Financial Advisors, LLC 0.03% Add +2.3% 3,973 $1.1M
Spire Wealth Management 0.04% Reduce -3.2% 3,923 $1.0M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -1.1% 3,898 $1.0M
Whittier Trust Co. 0.01% No change 3,808 $1.0M
Bellevue Asset Management, LLC 0.56% No change 3,802 $1.0M
Flagstar Securities, Inc. 0.28% Add +8.4% 3,782 $1.0M
Better Money Decisions, LLC 0.76% Add +0.1% 3,775 $1.0M
Country Club Bank 0.07% Reduce -15.3% 3,740 $1.0M
Axxcess Wealth Management, LLC 0.03% Reduce -7.2% 3,754 $999K
Pinnacle Associates Ltd. 0.02% Reduce -0.2% 3,744 $996K
BigSur Wealth Management LLC 0.30% No change 3,700 $988K
Inscription Capital, LLC 0.16% Reduce -0.2% 3,708 $986K
One Charles Private Wealth Services, LLC 0.41% Add +1.1% 3,704 $985K
CreativeOne Wealth, LLC 0.05% Reduce -12.0% 3,679 $979K
Evermay Wealth Management LLC 0.16% Reduce -0.7% 3,680 $979K
Capital Advisors Inc. 0.02% No change 3,654 $972K
RBA Wealth Management, LLC 0.39% Reduce -3.5% 3,642 $969K
Gryphon Financial Partners LLC 0.14% Add +9.3% 3,632 $966K
Nomura Asset Management Co. Ltd. 0.00% Reduce -70.2% 3,609 $960K
Tradewinds, LLC. 0.29% New 3,607 $959K
BCS Wealth Management 0.47% No change 3,600 $958K
Nations Financial Group Inc, /Ia/ 0.08% Add +6.0% 3,588 $954K
Councilor Wealth, LLC 0.49% No change 3,536 $941K
Kingswood Wealth Advisors, LLC 0.08% Add +8.4% 3,502 $932K
Dunhill Financial, LLC 0.58% Add +51.4% 3,489 $928K
Commerce Bank 0.01% Add +21.9% 3,485 $927K
Dentgroup LLC 0.74% Reduce -3.4% 3,462 $921K
Retirement Planning Co of New England, Inc. 0.50% Reduce -1.7% 3,446 $917K
Graypoint LLC 0.06% Reduce -2.8% 3,422 $910K
Collective Family Office LLC 0.27% Reduce -3.5% 3,420 $910K
Fiduciary Trust Co 0.01% Reduce -2.7% 3,413 $908K
Werba Rubin Papier Wealth Management 0.25% Add +26.4% 3,404 $905K
IFP Advisors, Inc 0.04% Add +6.3% 3,395 $903K
Conservest Capital Advisors, Inc. 0.10% No change 3,323 $899K
Financial Insights, Inc. 0.25% Reduce -17.6% 3,362 $894K
Matrix Private Capital Group LLC 0.55% Reduce -11.4% 3,276 $875K
Pacific Center for Financial Services 0.25% Reduce -0.2% 3,286 $874K
Wealthspan Partners, LLC 0.48% Reduce -2.3% 3,279 $872K
Maiden Cove Capital, LLC 1.88% — 3,230 $866K
Cibc World Market Inc. 0.00% Reduce -8.3% 3,252 $865K
Kestra Private Wealth Services, LLC 0.02% Add +4.8% 3,248 $864K
Founders Financial Securities LLC 0.08% Add +70.3% 3,227 $858K
Gradient Capital Advisors, LLC 0.31% Reduce -5.3% 3,218 $856K
Savant Capital, LLC 0.01% Add +13.3% 3,216 $856K
LJI Wealth Management, LLC 0.19% New 3,215 $855K
Ashton Thomas Securities, LLC 0.21% — 3,220 $853K
Smith & Howard Wealth Management, LLC 0.25% No change 3,202 $852K
Accretive Wealth Partners, LLC 0.35% No change 3,182 $846K
Kennedy Investment Group, Inc. 0.42% Add +0.5% 3,152 $838K
Wintrust Investments LLC 0.07% No change 3,063 $815K
First Wilshire Securities Management Inc. 0.25% No change 3,050 $811K
Leavell Investment Management, Inc. 0.04% Add +0.4% 3,036 $811K
PCA Investment Advisory Services Inc. 0.42% Add +1.7% 3,047 $811K
Grandfield & Dodd, LLC 0.05% No change 3,045 $810K
Regis Management CO LLC 0.24% No change 3,025 $805K
Ranch Capital Advisors Inc. 0.42% No change 2,979 $795K
Centaurus Financial, Inc. 0.05% Reduce -4.2% 2,985 $794K
Muirfield Wealth Advisors LLC 0.74% Add +0.8% 2,971 $790K
HBK Sorce Advisory LLC 0.03% Reduce -0.3% 2,970 $790K
Brown Miller Wealth Management, LLC 0.33% No change 2,961 $788K
Brandywine Oak Private Wealth LLC 0.08% Reduce -0.0% 2,943 $783K
Financial Perspectives, Inc 0.29% Add +13.3% 2,922 $777K
Warner Financial, Inc. 0.38% Reduce -2.7% 2,901 $772K
Great Valley Advisor Group, Inc. 0.02% Reduce -53.5% 2,891 $769K
Whittier Trust Co. of Nevada Inc. 0.02% No change 2,826 $752K
Belpointe Asset Management LLC 0.05% Reduce -27.8% 2,810 $748K
LPWM LLC 0.26% Add +1.4% 2,813 $742K
Vanguard Group Inc. 0.00% Reduce -7.1% 2,774 $738K
Cwm, LLC 0.00% Reduce -6.9% 2,759 $734K
Alta Wealth Advisors LLC 0.36% No change 2,736 $728K
&partners 0.03% New 2,735 $728K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Add +1.8% 2,730 $726K
Dagco, Inc. 0.32% Reduce -3.0% 2,731 $726K
WMS Partners, LLC 0.05% No change 2,720 $723K
Vontobel Holding Ltd. 0.00% No change 2,700 $718K
Williams Jones Wealth Management, LLC. 0.01% No change 2,695 $717K
Jefferies Financial Group Inc. 0.02% Add +21.3% 2,693 $716K
Koshinski Asset Management, Inc. 0.07% Reduce -13.7% 2,695 $714K
Elevation Capital Advisory, LLC 0.32% — 2,645 $704K
Checchi Capital Advisers, LLC 0.06% Reduce -0.1% 2,611 $695K
Synovus Financial Corp. 0.01% Add +0.2% 2,596 $691K
Flow Traders U.S. LLC 0.03% Reduce -9.6% 2,584 $687K
Clear Point Advisors Inc. 0.56% No change 2,563 $682K
Fisher Asset Management 0.00% Reduce -0.1% 2,556 $680K
HM Payson & Co. 0.01% No change 2,553 $679K
Johnson Bixby & Associates, LLC 0.11% Reduce -15.2% 2,550 $678K
LFA - Lugano Financial Advisors SA 0.52% No change 2,550 $678K
Shelton Wealth Management, LLC 0.40% Reduce -7.4% 2,530 $673K
HCR Wealth Advisors 0.10% Add +4.8% 2,524 $672K
Certified Advisory Corp 0.08% Add +0.1% 2,524 $671K
Meridian Wealth Management, LLC 0.08% New 2,494 $663K
BIP Wealth, LLC 0.05% No change 2,494 $663K
World Investment Advisors 0.04% Add +214.0% 2,484 $661K
Flagship Harbor Advisors, LLC 0.04% Add +7.1% 2,478 $659K
Flagship Private Wealth, LLC 0.39% Reduce -4.7% 2,474 $658K
Personal Cfo Solutions, LLC 0.10% Reduce -17.0% 2,442 $649K
DHJJ Financial Advisors, Ltd. 0.27% Reduce -5.6% 2,441 $649K
Sequent Planning LLC 0.22% Reduce -6.6% 2,448 $648K
Simmons Bank 0.05% No change 2,421 $644K
DAVENPORT & Co LLC 0.00% Reduce -8.1% 2,413 $642K
Arkadios Wealth Advisors 0.04% Reduce -46.9% 2,408 $641K
PDS Planning, Inc 0.06% Add +41.9% 2,400 $638K
Bright Financial Advisors, Inc. 0.44% No change 2,365 $629K
Essential Planning, LLC. 0.28% Reduce -13.9% 2,364 $629K
Graves Light Lenhart Wealth, Inc. 0.07% Reduce -1.0% 2,374 $629K
Navis Wealth Advisors, LLC 0.72% No change 2,362 $628K
Kovack Advisors, Inc. 0.07% Reduce -4.8% 2,354 $626K
Freestone Capital Holdings, LLC 0.02% Add +1.6% 2,353 $626K
Westmount Partners, LLC 0.21% No change 2,352 $623K
Townsquare Capital LLC 0.01% Reduce -3.7% 2,326 $619K
Windham Capital Management, LLC 0.48% No change 2,318 $617K
Wealth Alliance, LLC 0.08% Add +1.3% 2,301 $612K
Resolute Wealth Strategies, LLC 0.35% No change 2,299 $612K
Benjamin F. Edwards & Company, Inc. 0.01% Add +0.6% 2,291 $609K
Prepared Retirement Institute LLC 0.40% Add +4.6% 2,284 $608K
Farmers & Merchants Investments Inc. 0.02% No change 2,283 $607K
Capital Investment Advisory Services, LLC 0.06% Reduce -4.4% 2,281 $607K
D'Orazio & Associates, Inc. 0.09% Add +6.5% 2,278 $606K
FAS Wealth Partners, Inc. 0.05% No change 2,276 $605K
James Hambro & Partners LLP 0.03% No change 2,265 $603K
Redwood Financial Network Corp 0.51% Add +22.6% 2,262 $602K
Bank of New York Mellon Corp 0.00% Reduce -58.6% 2,249 $598K
Lansing Street Advisors 0.25% Reduce -11.8% 2,241 $596K
Yoder Wealth Management, Inc. 0.38% Add +1.8% 2,234 $594K
Diversify Wealth Management, LLC 0.07% — 2,205 $593K
McGuire Investment Group, LLC 0.09% Add +0.9% 2,229 $593K
Avior Wealth Management, LLC 0.03% Reduce -16.3% 2,226 $592K
Hilton Capital Management, LLC 0.05% No change 2,225 $592K
Lake Street Advisors Group, LLC 0.03% No change 2,204 $588K
Pinnacle Family Advisors, LLC 0.32% Add +1.3% 2,209 $588K
Flputnam Investment Management Co. 0.01% Add +11.8% 2,208 $587K
Moneta Group Investment Advisors LLC 0.01% Reduce -20.0% 2,202 $586K
Geneos Wealth Management Inc. 0.03% Reduce -0.4% 2,186 $581K
Pacific Sun Financial Corp 0.34% Add +0.5% 2,181 $580K
Elm Partners Management LLC 0.04% Add +64.1% 2,174 $578K
Welch & Forbes LLC 0.01% Add +4.7% 2,178 $577K
American Money Management, LLC 0.12% No change 2,168 $577K
AE Wealth Management LLC 0.01% Add +12.1% 2,166 $576K
Fort Sheridan Advisors LLC 0.09% New 2,166 $576K
Edge Financial Advisors LLC 0.60% Reduce -2.5% 2,164 $576K
Laidlaw Wealth Management LLC 0.31% Reduce -2.7% 2,149 $572K
HF Advisory Group, LLC 0.30% Add +1.4% 2,148 $571K
Wealth Management Associates, Inc. 0.27% No change 2,147 $571K
Aire Advisors, LLC 0.13% New 2,143 $570K
Allegheny Financial Group 0.16% Add +13.5% 2,140 $569K
Per Stirling Capital Management, LLC. 0.09% Reduce -18.2% 2,131 $567K
Verdence Capital Advisors LLC 0.05% No change 2,128 $566K
Apollon Wealth Management, LLC 0.02% Reduce -20.5% 2,124 $565K
Apexium Financial, LP 0.04% Add +1.2% 2,115 $564K
Red Mountain Financial, LLC 0.68% — 2,111 $562K
Cary Street Partners Investment Advisory LLC 0.02% Add +1.0% 2,100 $559K
Venture Visionary Partners LLC 0.03% No change 2,081 $554K
Collaborative Wealth Managment Inc. 0.27% Reduce -4.6% 2,074 $552K
Nicolet Bankshares Inc. 0.12% Reduce -0.3% 2,072 $551K
NorthRock Partners, LLC 0.02% Reduce -6.7% 2,033 $543K
Deutsche Bank AG 0.00% No change 2,023 $538K
Creekside Partners 0.30% — 2,022 $538K
Values Added Financial LLC 0.39% No change 2,012 $535K
Franklin Resources Inc. 0.00% Add +80.9% 2,012 $535K
Zhang Financial LLC 0.04% Add +5.5% 2,010 $535K
Global Retirement Partners, LLC 0.02% Add +25.4% 2,006 $534K
LexAurum Advisors, LLC 0.13% Reduce -8.2% 2,001 $532K
Wedbush Securities Inc. 0.02% Reduce -4.8% 1,987 $529K
Analyst IMS Investment Management Services Ltd. 0.02% No change 1,980 $527K
MinichMacGregor Wealth Management, LLC 0.13% No change 1,971 $524K
Holderness Investments Co. 0.12% Add +57.4% 1,970 $524K
IFG Advisory, LLC 0.03% New 1,970 $524K
Roundview Capital LLC 0.04% No change 1,948 $518K
SeaCrest Wealth Management, LLC 0.06% Reduce -1.8% 1,941 $516K
Winch Advisory Services, LLC 0.15% Reduce -3.0% 1,922 $511K
Triangle Securities Wealth Management 0.14% Add +6.4% 1,905 $507K
Patriot Investment Management Group, Inc. 0.04% Add +15.3% 1,901 $506K
Western Wealth Management, LLC 0.04% Add +6.5% 1,900 $505K
Beacon Financial Advisory LLC 0.19% Reduce -1.8% 1,897 $505K
Two Sigma Securities, LLC 0.02% New 1,869 $497K
Ayalon Insurance Comp Ltd. 0.16% Reduce -0.9% 1,863 $497K
Bare Financial Services, Inc 0.26% Add +87.5% 1,809 $497K
Ancora Advisors LLC 0.01% No change 1,861 $495K
Prospera Financial Services Inc 0.01% Add +12.8% 1,848 $492K
Prostatis Group LLC 0.17% Reduce -16.9% 1,836 $488K
New Perspectives, Inc 0.26% No change 1,832 $487K
Goelzer Investment Management, Inc. 0.03% No change 1,817 $483K
Mainsail Asset Management, LLC 0.38% No change 1,811 $482K
Aspen Wealth Strategies, LLC 0.33% Reduce -5.7% 1,739 $480K
Arlington Trust Co LLC 0.11% No change 1,783 $474K
Birchcreek Wealth Management, LLC 0.27% Reduce -5.7% 1,779 $473K
Private Client Services, LLC 0.29% Add +1.6% 1,761 $468K
Channel Wealth LLC 0.17% Reduce -0.7% 1,755 $467K
Empower Advisory Group, LLC 0.00% Add +7.2% 1,747 $465K
TD Private Client Wealth LLC 0.01% Add +2.5% 1,739 $463K
BLB&B Advisors, LLC 0.03% Add +0.3% 1,729 $460K
Patten & Patten Inc. 0.03% No change 1,721 $458K
Pps&v Asset Management Consultants, Inc. 0.32% No change 1,705 $453K
KPP Advisory Services LLC 0.12% Reduce -23.1% 1,702 $453K
SPC Financial, Inc. 0.04% No change 1,700 $452K
Blankinship & Foster, LLC 0.12% Reduce -13.3% 1,700 $452K
Kelleher Financial Advisors 0.19% New 1,696 $451K
Rehmann Capital Advisory Group 0.03% No change 1,691 $450K
WJ Interests, LLC 0.22% New 1,690 $450K
Round Rock Advisors LLC 0.11% Reduce -1.1% 1,673 $445K
First Commonwealth Financial Corp 0.11% Reduce -2.4% 1,657 $441K
Athena Investment Management 0.27% Reduce -4.8% 1,654 $440K
Summit Place Financial Advisors, LLC 0.26% No change 1,650 $439K
American Institute for Advanced Investment Management, LLP 0.34% No change 1,646 $438K
Stableford Capital II LLC 0.17% Reduce -0.8% 1,577 $436K
Journey Advisory Group, LLC 0.05% Reduce -19.6% 1,634 $435K
Strategic Blueprint, LLC 0.03% Add +1.3% 1,626 $433K
Bessemer Group Inc. 0.00% No change 1,616 $430K
NorthCoast Asset Management LLC 0.00% New 1,616 $430K
IVC Wealth Advisors LLC 0.24% Reduce -2.9% 1,612 $429K
New Century Financial Group, LLC 0.18% New 1,612 $429K
QRG Capital Management, Inc. 0.01% Reduce -15.5% 1,606 $427K
Summit Financial, LLC 0.02% Add +26.0% 1,589 $424K
Summit Financial Strategies, Inc. 0.05% No change 1,594 $424K
Accurate Wealth Management, LLC 0.10% Add +24.0% 1,558 $423K
Waters Parkerson & Co., LLC 0.02% Add +3.3% 1,575 $419K
McAdam, LLC 0.03% Add +16.0% 1,572 $418K
River Wealth Advisors LLC 0.06% Reduce -9.4% 1,571 $418K
Regions Financial Corp. 0.00% Reduce -19.9% 1,570 $418K
CMG Global Holdings, LLC 0.28% Reduce -0.2% 1,564 $416K
Integral Investment Advisors, Inc. 0.15% Add +65.9% 1,546 $414K
Meridian Investment Counsel Inc. 0.13% Add +10.0% 1,545 $411K
TBH Global Asset Management, LLC 0.09% Reduce -36.8% 1,544 $411K
360 Financial, Inc. 0.15% No change 1,529 $407K
Avaii Wealth Management, LLC 0.23% No change 1,528 $406K
SignalPoint Asset Management, LLC 0.11% New 1,524 $405K
Arthur M. Cohen & Associates, LLC 0.07% No change 1,524 $405K
Smart Money Group LLC 0.14% Add +0.1% 1,475 $405K
BCM Advisors, LLC 0.10% Add +47.1% 1,453 $403K
Keybank National Association 0.00% Reduce -23.8% 1,504 $400K
Garde Capital, Inc. 0.03% No change 1,502 $400K
Octavia Wealth Advisors, LLC 0.05% Reduce -0.5% 1,495 $399K
Haverford Trust Co 0.00% Reduce -10.0% 1,500 $399K
Optas, LLC 0.10% Reduce -19.1% 1,499 $399K
Highland Capital Management, LLC 0.02% No change 1,499 $399K
St Germain D J Co. Inc. 0.02% Reduce -6.3% 1,496 $398K
Argent Trust Co 0.02% New 1,495 $398K
Wedmont Private Capital 0.02% Add +17.2% 1,437 $391K
Sonata Capital Group Inc. 0.20% No change 1,455 $387K
Aurora Private Wealth, Inc. 0.34% Reduce -1.4% 1,451 $386K
Clark Capital Management Group, Inc. 0.00% Add +11.0% 1,451 $386K
Beacon Capital Management, LLC 0.07% Reduce -13.9% 1,447 $385K
Glass Jacobson Investment Advisors llc 0.14% Add +1.9% 1,446 $385K
Debussy Capital Management LP 0.11% Reduce -2.7% 1,443 $384K
Fiera Capital Corp 0.00% Reduce -1.0% 1,441 $383K
CENTRAL TRUST Co 0.01% No change 1,436 $382K
International Assets Investment Management, LLC 0.04% Reduce -5.5% 1,434 $381K
Capital Investment Advisors, LLC 0.01% Add +17.2% 1,427 $380K
Vista Investment Management 0.15% Add +15.1% 1,416 $377K
Wealthquest Corp 0.04% No change 1,404 $373K
Choreo, LLC 0.01% Add +59.0% 1,409 $373K
Eagle Harbor Asset Management Inc. 0.40% No change 1,402 $373K
Corbyn Investment Management Inc. 0.17% Reduce -18.9% 1,396 $371K
Stelac Advisory Services LLC 0.16% No change 1,391 $370K
Chemistry Wealth Management LLC 0.10% No change 1,383 $368K
GSG Advisors LLC 0.13% No change 1,385 $367K
HHM Wealth Advisors, LLC 0.05% No change 1,365 $363K
Capital Management Associates, Inc 0.22% Reduce -21.6% 1,354 $360K
Noesis Capital Mangement Corp. 0.08% New 1,351 $359K
Crestwood Advisors Group, LLC 0.01% Reduce -2.5% 1,347 $358K
Inspirion Wealth Advisors, LLC 0.05% Add +18.2% 1,344 $358K
Vertex Planning Partners, LLC 0.09% No change 1,339 $356K
Berger Financial Group, Inc 0.03% Reduce -0.1% 1,334 $355K
Compass Financial Group, INC 0.08% Reduce -0.6% 1,333 $354K
Hennion & Walsh Asset Management, Inc. 0.02% Add +2.8% 1,330 $354K
Advisors Management Group Inc. 0.09% No change 1,324 $352K
Arete Wealth Advisors, LLC 0.03% New 1,316 $350K
Steele Capital Management, Inc. 0.02% Add +4.0% 1,310 $350K
Gray Foundation 0.11% New 1,310 $348K
Signaturefd, LLC 0.01% Reduce -9.6% 1,303 $347K
Summit Asset Management, LLC 0.04% No change 1,302 $346K
Grant/GrossMendelsohn, LLC 0.16% No change 1,300 $346K
Legacy Edge Advisors, LLC 0.06% Reduce -3.7% 1,299 $346K
Associated Banc-Corp 0.01% Add +6.4% 1,299 $346K
Sand Hill Global Advisors, LLC 0.02% New 1,294 $344K
Seamount Financial Group Inc. 0.28% Reduce -21.7% 1,285 $342K
Sweeney & Michel, LLC 0.15% Add +0.2% 1,287 $341K
Coombe, Bender & Co LLC 0.20% Add +24.5% 1,280 $341K
Arkos Global Advisors 0.05% No change 1,274 $339K
BOS Asset Management, LLC 0.16% Add +5.0% 1,273 $339K
Moseley Investment Management Inc. 0.16% No change 1,266 $337K
Heritage Wealth Advisors 0.02% No change 1,262 $336K
First Bancorp, Inc 0.25% No change 1,250 $333K
Park Edge Advisors, LLC 0.10% Reduce -13.2% 1,245 $331K
Ieq Capital, LLC 0.00% No change 1,233 $328K
Prudent Investors Network, Inc. 0.12% Add +3.2% 1,232 $328K
Ironsides Asset Advisors, LLC 0.11% Reduce -38.0% 1,225 $326K
Sandy Spring Bank 0.01% No change 1,218 $324K
ProVise Management Group, LLC 0.03% No change 1,212 $322K
Rothschild Investment LLC 0.02% No change 1,209 $322K
DF Dent & Co. Inc. 0.00% No change 1,204 $320K
Shepherd Financial Partners LLC 0.04% No change 1,201 $319K
Salem Investment Counselors Inc. 0.01% Add +1.3% 1,179 $315K
KMG Fiduciary Partners, LLC 0.03% Add +2.2% 1,176 $313K
Hobart Private Capital, LLC 0.09% New 1,172 $312K
Insight Advisors, LLC/ PA 0.06% No change 1,166 $310K
Moller Wealth Partners 0.08% Add +12.4% 1,163 $309K
Owen LaRue, LLC 0.19% No change 1,163 $309K
Financial Counselors Inc. 0.01% Reduce -6.2% 1,159 $308K
Mission Creek Capital Partners, Inc. 0.08% Reduce -24.6% 1,156 $307K
AdvisorNet Financial, Inc 0.03% Add +6.2% 1,155 $307K
Mosaic Financial Group, LLC 0.22% No change 1,154 $307K
Westshore Wealth, LLC 0.13% No change 1,150 $306K
Front Row Advisors LLC 0.11% No change 1,143 $305K
Fiduciary Alliance LLC 0.05% New 1,153 $304K
Hardin Capital Partners, LLC 0.20% — 1,136 $302K
Spirepoint Private Client, LLC 0.04% No change 1,135 $302K
Daymark Wealth Partners, LLC 0.01% New 1,135 $302K
Compass Advisory Group LLC 0.13% No change 1,131 $302K
Dopkins Wealth Management, LLC 0.18% Reduce -9.9% 1,132 $301K
ALM First Financial Advisors, LLC 0.09% No change 1,389 $301K
JMG Financial Group, Ltd. 0.01% Add +20.7% 1,130 $300K
Level Four Advisory Services, LLC 0.01% Reduce -71.1% 1,128 $300K
Hanson & Doremus Investment Management 0.05% No change 1,123 $299K
Guardian Asset Advisors, LLC 0.22% No change 1,122 $299K
Thoroughbred Financial Services, LLC 0.02% Reduce -31.0% 1,122 $298K
Verus Capital Partners, LLC 0.03% Reduce -1.0% 1,120 $298K
Sovereign Financial Group, Inc. 0.07% Reduce -4.6% 1,114 $296K
Ellis Investment Partners, LLC 0.06% No change 1,103 $293K
Kellett Wealth Advisors, LLC 0.24% Reduce -53.1% 1,102 $293K
MN Wealth Advisors, LLC 0.17% No change 1,101 $293K
JB Capital LLC 0.02% No change 1,098 $292K
Mitchell McLeod Pugh & Williams Inc. 0.07% No change 1,097 $292K
Raymond James Trust N.A. 0.01% Add +13.0% 1,097 $292K
LifeSteps Financial, Inc. 0.24% Reduce -16.2% 1,087 $289K
TrinityPoint Wealth, LLC 0.05% No change 1,086 $289K
Marcum Wealth, LLC 0.03% No change 1,085 $289K
Greenhouse Wealth Management, LLC 0.21% No change 1,083 $288K
1900 Wealth Management LLC 0.03% No change 1,074 $286K
Peregrine Asset Advisers, Inc. 0.11% No change 1,062 $282K
Callahan Advisors, LLC 0.03% New 1,061 $282K
Evolution Wealth Advisors, LLC 0.05% No change 1,060 $282K
Etfidea, LLC 0.10% No change 1,059 $282K
Gemmer Asset Management LLC 0.03% No change 1,056 $281K
Atlanta Consulting Group Advisors, LLC 0.06% New 1,050 $279K
Zevin Asset Management LLC 0.05% No change 1,049 $279K
RVW Wealth, LLC 0.03% No change 1,045 $278K
Bison Wealth, LLC 0.05% No change 1,026 $277K
Canvas Wealth Advisors, LLC 0.09% No change 1,005 $277K
Householder Group Estate & Retirement Specialist, LLC 0.08% Reduce -1.5% 1,044 $277K
Lee Danner & Bass Inc. 0.02% — 1,041 $277K
Harbor Investment Advisory, LLC 0.03% No change 1,037 $276K
Castle Rock Wealth Management, LLC 0.07% Reduce -0.1% 1,029 $273K
Busey Bank 0.01% No change 1,020 $271K
Magnus Financial Group LLC 0.03% Reduce -1.4% 1,015 $270K
Keeler & Nadler Financial Planning & Wealth Management 0.15% Reduce -3.2% 1,014 $270K
Obsidian Cio, LLC 0.06% Reduce -12.2% 1,013 $269K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -2.5% 1,012 $269K
Smith, Moore & Co. 0.03% No change 1,008 $268K
Stratos Wealth Advisors, LLC 0.01% Add +24.1% 1,003 $267K
FineMark National Bank & Trust 0.01% New 1,003 $267K
Wilson & Boucher Capital Management, LLC 0.20% No change 1,000 $266K
Orion Capital Management LLC 0.14% No change 1,000 $266K
Financial Partners Group, Inc 0.04% No change 996 $265K
Atlas Financial Advisors, Inc. 0.44% Reduce -5.2% 995 $265K
Courier Capital LLC 0.02% No change 986 $262K
WFA Asset Management Corp 0.15% Reduce -11.0% 982 $261K
Riverpoint Wealth Management Holdings, LLC 0.07% No change 974 $259K
Centric Wealth Management 0.07% Add +8.7% 939 $259K
NorthStar Asset Management LLC 0.18% Reduce -6.8% 972 $259K
American National Bank & Trust 0.03% No change 971 $258K
Selective Wealth Management, Inc. 0.11% Add +0.1% 974 $258K
Lynx Investment Advisory 0.19% — 968 $257K
Basso Capital Management, L.P. 0.23% No change 966 $257K
Procyon Advisors, LLC 0.02% Add +13.5% 966 $257K
Aviso Financial Inc. 0.01% — 963 $256K
Wesbanco Bank Inc. 0.01% Reduce -0.2% 962 $256K
Family Firm, Inc. 0.06% No change 961 $256K
M Holdings Securities, Inc. 0.03% New 954 $254K
Pine Valley Investments Ltd Liability Co 0.02% New 950 $253K
Tyler-Stone Wealth Management 0.10% Reduce -36.9% 950 $253K
Lazari Capital Management, Inc. 0.11% No change 945 $251K
Faithward Advisors, LLC 0.05% Add +1.2% 943 $251K
Advisor OS, LLC 0.03% Add +10.8% 941 $250K
Galvin, Gaustad & Stein, LLC 0.02% No change 939 $250K
Cypress Wealth Services, LLC 0.06% No change 939 $250K
O'Dell Group, LLC 0.06% No change 922 $249K
Linscomb Wealth, Inc. 0.01% Reduce -3.0% 933 $248K
D.B. Root & Company, LLC 0.08% No change 932 $248K
Caldwell Trust Co 0.03% No change 930 $247K
Allen Mooney & Barnes Investment Advisors LLC 0.04% Reduce -8.0% 926 $246K
Oak Hill Wealth Advisors, LLC 0.07% — 919 $244K
Ledyard National Bank 0.02% Reduce -27.1% 917 $244K
Hollencrest Capital Management 0.01% No change 915 $243K
Blue Bell Private Wealth Management, LLC 0.05% No change 914 $243K
Warwick Investment Management, Inc. 0.06% No change 909 $242K
Ascent Group, LLC 0.02% Reduce -0.4% 909 $242K
Lodestar Private Asset Management LLC 0.03% No change 906 $241K
Alaethes Wealth, LLC 0.10% Add +3.2% 902 $241K
Trek Financial, LLC 0.02% No change 904 $240K
Columbia Asset Management 0.04% No change 900 $239K
Invst, LLC 0.03% Reduce -97.1% 900 $238K
Planned Solutions, Inc. 0.12% No change 895 $238K
Bristlecone Advisors, LLC 0.02% No change 895 $238K
Rockland Trust Co. 0.01% Reduce -17.4% 894 $238K
Fulton Bank, N.A. 0.01% Reduce -22.1% 892 $237K
Bluespring Wealth Management, LLC 0.03% No change 886 $237K
Evercore Wealth Management, LLC 0.00% No change 888 $236K
Fortitude Advisory Group L.L.C. 0.14% No change 886 $236K
Roger Wittlin Investment Advisory, LLC 0.15% No change 882 $235K
Triumph Capital Management 0.09% Add +4.1% 865 $231K
Sterling Investment Counsel, LLC 0.09% No change 867 $231K
Moors & Cabot, Inc. 0.01% Reduce -44.5% 859 $229K
Aptus Capital Advisors, LLC 0.00% Reduce -84.2% 858 $228K
Betterment LLC 0.00% New 856 $228K
Glen Eagle Advisors, LLC 0.04% Reduce -12.3% 856 $228K
Badgley Phelps Wealth Managers, LLC 0.01% New 849 $227K
Cowa, LLC 0.12% New 850 $226K
RAM Investment Partners, LLC 0.07% Reduce -15.0% 849 $226K
Alpha Cubed Investments, LLC 0.01% Add +10.6% 848 $225K
Cypress Capital, LLC 0.06% No change 847 $225K
Chapin Davis, Inc. 0.08% Reduce -11.5% 844 $225K
Aspiriant, LLC 0.01% No change 843 $224K
Park Avenue Securities LLC 0.00% Add +1.7% 839 $223K
Smith Salley Wealth Management 0.02% Reduce -1.8% 830 $221K
Ritholtz Wealth Management 0.01% Reduce -2.5% 829 $220K
Pinnacle Bancorp, Inc. 0.07% New 828 $220K
Kavar Capital Partners Group, LLC 0.04% New 825 $219K
Ascent Wealth Partners, LLC 0.03% No change 825 $219K
Insigneo Advisory Services, LLC 0.02% Reduce -8.9% 815 $219K
Physician Wealth Advisors, Inc. 0.04% No change 791 $218K
Advisory Alpha, LLC 0.01% Reduce -61.7% 818 $218K
Ignite Planners, LLC 0.05% Add +2.6% 824 $218K
Bridgewealth Advisory Group, LLC 0.10% Add +3.2% 814 $216K
Plante Moran Financial Advisors, LLC 0.02% Reduce -21.5% 811 $216K
StoneX Group Inc. 0.02% Reduce -26.6% 807 $215K
Capital Square, LLC 0.14% Reduce -0.1% 788 $215K
Smith Anglin Financial, LLC 0.02% No change 808 $215K
Naples Global Advisors, LLC 0.02% No change 806 $215K
McCarthy Asset Management, Inc. 0.13% Reduce -6.0% 806 $214K
Mystic Asset Management, Inc. 0.09% Add +1.3% 804 $214K
Total Clarity Wealth Management, Inc. 0.07% New 804 $214K
Independent Wealth Network Inc. 0.10% Reduce -3.6% 802 $213K
Activest Wealth Management 0.07% No change 802 $213K
Next Level Private LLC 0.10% No change 800 $213K
TCV Trust & Wealth Management, Inc. 0.02% No change 800 $213K
Taylor & Morgan Wealth Management, LLC 0.15% No change 799 $213K
Sheaff Brock Investment Advisors, LLC 0.02% Reduce -20.1% 796 $212K
Resolute Advisors LLC 0.05% No change 792 $211K
Coppell Advisory Solutions LLC 0.03% — 793 $211K
Carolinas Wealth Consulting LLC 0.04% Reduce -1.5% 786 $210K
Weatherly Asset Management L. P. 0.02% Reduce -27.1% 784 $209K
Montecito Bank & Trust 0.04% No change 784 $209K
Evanson Asset Management, LLC 0.02% No change 784 $209K
Amundi 0.00% Reduce -11.2% 793 $208K
Berkeley, Inc 0.13% Reduce -27.3% 777 $207K
Americana Partners, LLC 0.02% Reduce -1.4% 776 $206K
Meridian Financial Advisors, LLC 0.15% No change 774 $206K
Sawgrass Asset Management LLC 0.02% No change 765 $203K
MKT Advisors LLC 0.10% New 767 $203K
HUB Investment Partners, LLC 0.01% No change 763 $203K
Regent Peak Wealth Advisors LLC 0.05% No change 761 $202K
First National Trust Co 0.01% No change 761 $202K
A. D. Beadell Investment Counsel, Inc. 0.17% No change 760 $202K
Beacon Bridge Wealth Partners, LLC 0.09% New 758 $202K
Millennium Capital Advisors, LLC 0.13% No change 752 $200K
Tompkins Financial Corp. 0.02% No change 747 $199K
Strategic Investment Solutions, Inc. 0.06% — 708 $191K
Briaud Financial Planning Inc 0.11% No change 716 $190K
Hazlett, Burt & Watson, Inc. 0.10% Reduce -19.8% 704 $187K
AllSquare Wealth Management LLC 0.11% No change 669 $178K
ICA Group Wealth Management, LLC 0.10% Reduce -81.9% 635 $169K
Global Wealth Strategies & Associates 0.06% No change 631 $168K
Ashton Thomas Private Wealth, LLC 0.01% New 617 $164K
Bray Capital Advisors 0.04% No change 615 $164K
Tortoise Investment Management, LLC 0.02% Add +424.1% 608 $162K
Progressive Investment Management Corp 0.04% No change 600 $160K
Spirit of America Management Corp. 0.03% Add +13.3% 596 $158K
Brown Brothers Harriman & Co. 0.00% Add +37.6% 593 $158K
JFS Wealth Advisors, LLC 0.01% No change 592 $157K
Assetmark, Inc. 0.00% Add +25.4% 592 $157K
Farther Finance Advisors, LLC 0.01% No change 585 $155K
Y.D. More Investments Ltd 0.02% No change 570 $152K
Atlantic Edge Private Wealth Management, LLC 0.05% Reduce -23.6% 567 $151K
S.A. Mason LLC 0.09% No change 564 $150K
Smartleaf Asset Management LLC 0.02% Add +18.6% 560 $150K
Rice Partnership, LLC 0.03% New 559 $149K
SOA Wealth Advisors, LLC. 0.03% No change 535 $142K
Armor Investment Advisors, LLC 0.06% No change 521 $139K
Ramirez Asset Management, Inc. 0.03% No change 510 $136K
Private Capital Management LLC 0.03% No change 510 $136K
UMB Bank, n.a. 0.00% No change 509 $135K
Institutional & Family Asset Management, LLC 0.02% No change 508 $135K
Voisard Asset Management Group, Inc. 0.07% New 506 $135K
WASHINGTON TRUST Co 0.00% Reduce -8.3% 500 $133K
Horizon Bancorp Inc. 0.06% Reduce -11.6% 481 $128K
Solstein Capital, LLC 0.08% No change 470 $125K
Fairscale Capital, LLC 0.11% — 445 $123K
Cape Investment Advisory, Inc. 0.05% Reduce -6.2% 458 $122K
Cassady Schiller Wealth Management, LLC 0.05% No change 450 $120K
Atticus Wealth Management, LLC 0.04% Reduce -14.4% 444 $118K
Banque Cantonale Vaudoise 0.00% No change 438 $117K
Davis Capital Management 0.10% Reduce -4.2% 434 $115K
Archer Investment Corp 0.03% No change 415 $110K
WFA of San Diego, LLC 0.10% — 410 $109K
Transcendent Capital Group LLC 0.06% No change 404 $107K
Mitchell Sinkler & Starr 0.03% No change 390 $105K
Missouri Trust & Investment Co 0.04% Reduce -4.8% 395 $105K
SG Americas Securities, LLC 0.00% No change 390 $104K
Washington Trust Advisors, Inc. 0.01% No change 376 $100K
Aspect Partners, LLC 0.06% No change 373 $99K
BlackRock Inc. 0.00% Add +30.2% 362 $96K
Sittner & Nelson, LLC 0.05% No change 352 $94K
Cranbrook Wealth Management, LLC 0.02% No change 340 $90K
Integrity Financial Corp 0.06% No change 340 $90K
Resources Management Corp. /CT/ 0.01% No change 334 $89K
Piscataqua Savings Bank 0.08% No change 329 $88K
NBT Bank, N.A. 0.01% No change 325 $86K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 325 $86K
Larson Financial Group LLC 0.01% Reduce -9.0% 323 $86K
Russell Investments Group, Ltd. 0.00% New 319 $85K
Key Financial Inc 0.02% No change 316 $84K
PSI Advisors, LLC 0.03% No change 310 $82K
Bogart Wealth, LLC 0.00% Reduce -3.8% 304 $81K
Clean Yield Group 0.03% No change 300 $80K
Hartford Financial Management Inc. 0.02% No change 300 $80K
Laurel Wealth Advisors LLC 0.01% Reduce -33.2% 300 $80K
Citizens National Bank Trust Department 0.02% No change 298 $79K
GPS Wealth Strategies Group, LLC 0.01% Add +9.3% 294 $78K
Pathway Financial Advisers, LLC 0.03% Add +1.1% 289 $76K
Iron Horse Wealth Management, LLC 0.03% No change 285 $76K
Nvwm, LLC 0.02% No change 275 $73K
Vestor Capital, LLC 0.01% No change 275 $73K
Country Trust Bank 0.00% No change 274 $73K
Private Trust Co. NA 0.01% Reduce -22.6% 261 $69K
Founders Capital Management 0.04% No change 259 $69K
City Holding Co. 0.01% No change 259 $69K
First Horizon Advisors, Inc. 0.00% No change 254 $68K
McIlrath & Eck, LLC 0.01% Reduce -3.0% 254 $68K
First Personal Financial Services 0.01% Reduce -29.8% 250 $67K
Crewe Advisors LLC 0.01% No change 250 $67K
Investors Research Corp 0.02% New 249 $66K
Security National Bank 0.01% No change 249 $66K
Castleview Partners, LLC 0.04% No change 244 $65K
Gables Capital Management Inc. 0.03% No change 242 $64K
Lanark Financial, Inc. 0.01% No change 228 $60K
Montag A & Associates Inc. 0.00% No change 221 $59K
Robinswood Financial LLC 0.02% Reduce -8.6% 214 $57K
Parkside Financial Bank & Trust 0.01% Reduce -24.1% 208 $55K
MCF Advisors LLC 0.00% No change 200 $53K
Mascoma Wealth Management LLC 0.01% No change 194 $52K
Center for Financial Planning, Inc. 0.01% No change 187 $50K
Trust Co. of Vermont 0.00% No change 186 $49K
Main Street Group, LTD 0.02% Reduce -5.8% 178 $47K
Guardian Wealth Advisors, LLC / NC 0.01% No change 163 $43K
Independence Bank of Kentucky 0.01% Reduce -39.6% 160 $43K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 160 $43K
Hilltop National Bank 0.01% Reduce -18.1% 158 $42K
Tidemark, LLC 0.02% Reduce -52.9% 156 $41K
Roble, Belko & Company, Inc 0.01% No change 155 $41K
Abound Wealth Management 0.01% No change 153 $41K
Rosenberg Matthew Hamilton 0.01% New 153 $41K
Colonial Trust Co / SC 0.01% No change 150 $40K
SouthState Bank Corp 0.00% Reduce -26.9% 136 $36K
PFS Partners, LLC 0.02% No change 129 $34K
Valley National Advisers Inc. 0.01% Reduce -26.8% 131 $34K
Centennial Bank 0.02% New 125 $33K
Atwood & Palmer Inc. 0.00% No change 121 $32K
Maryland Capital Advisors Inc. 0.02% No change 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 $28K
Sunbelt Securities, Inc. 0.00% No change 104 $28K
Costello Asset Management, INC 0.02% No change 101 $27K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 100 $27K
Empirical Asset Management, LLC 0.01% New 10,791 $27K
Mb, Levis & Associates, LLC 0.01% No change 100 $27K
Halpern Financial, Inc. 0.01% No change 100 $27K
FinTrust Capital Advisors, LLC 0.00% No change 100 $27K
BNP Paribas Financial Markets 0.00% New 94 $25K
Caitlin John, LLC 0.02% No change 93 $25K
Tsfg, LLC 0.01% No change 81 $22K
Central Bank & Trust Co. 0.00% New 80 $21K
Bfsg, LLC 0.00% No change 80 $21K
Legacies Wealth LLC 0.02% No change 75 $20K
Tradewinds Capital Management, LLC 0.01% No change 75 $20K
Boyd Watterson Asset Management LLC 0.01% No change 74 $20K
Kings Path Partners LLC 0.01% — 72 $19K
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% No change 61 $16K
SIMA Wealth Partners, LLC 0.01% — 59 $16K
Baldwin Wealth Partners LLC 0.00% Reduce -24.4% 59 $16K
Continuum Advisory, LLC 0.00% No change 55 $15K
Barclays PLC 0.00% No change 55 $15K
Hexagon Capital Partners LLC 0.00% New 54 $14K
Prestige Wealth Management Group LLC 0.00% Add +1.9% 53 $14K
Elevate Wealth Advisory, Inc. 0.01% No change 53 $14K
SYM FINANCIAL Corp 0.00% No change 53 $14K
Horizons Wealth Management 0.01% Reduce -19.4% 50 $14K
Kelly Financial Services LLC 0.00% No change 50 $13K
Sound Income Strategies, LLC 0.00% Reduce -19.3% 46 $12K
Providence Capital Advisors, LLC 0.00% No change 45 $12K
Peachtree Investment Partners, LLC 0.00% No change 41 $11K
NFSG Corp 0.00% New 40 $11K
Howe & Rusling Inc. 0.00% No change 40 $11K
Bay Harbor Wealth Management, LLC 0.00% No change 39 $10K
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
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 36 $10K
Arcadia Investment Management Corp. 0.00% No change 35 $9K
Wetzel Investment Advisors, Inc. 0.01% No change 33 $9K
Cherry Tree Wealth Management, LLC 0.00% No change 32 $9K
Barrett & Company, Inc. 0.00% No change 29 $8K
Private Wealth Management Group, LLC 0.00% No change 29 $8K
Camelot Portfolios, LLC 0.00% New 28 $7K
CNB Bank 0.00% No change 28 $7K
Ridgewood Investments LLC 0.00% New 27 $7K
Accordant Advisory Group Inc 0.01% No change 25 $7K
SJS Investment Consulting Inc. 0.00% No change 25 $7K
Quadrant Capital Group LLC 0.00% No change 25 $7K
Versant Capital Management, Inc 0.00% No change 24 $6K
Gradient Investments LLC 0.00% No change 22 $6K
Zeit Capital LLC 0.00% No change 21 $6K
Silicon Valley Capital Partners 0.00% No change 21 $5K
Global Trust Asset Management, LLC 0.00% No change 19 $5K
Northwest Capital Management Inc 0.00% No change 16 $4K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 11 $3K
Strengthening Families & Communities, LLC 0.00% No change 12 $3K
Triad Wealth Partners, LLC 0.00% New 11 $3K
Red Tortoise LLC 0.00% No change 10 $3K
Byrne Asset Management LLC 0.00% No change 10 $3K
West Branch Capital LLC 0.00% No change 10 $3K
Louisbourg Investments Inc. 0.00% New 7 $2K
Signature Resources Capital Management, LLC 0.00% Add +50.0% 6 $2K
Register Financial Advisors LLC 0.00% No change 4 $1K
Avion Wealth 0.00% No change 5 $1K
McClarren Financial Advisors, Inc. 0.00% Add +74.8% 1,596 $194
Strategic Financial Concepts, LLC 0.00% New 41,418 $150

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