Vanguard Health Care ETFVHTETF
13F holders, Q3 2024 (September 30)1,030holders +33
72new positions
40sold out
7famous investors
$282.08avg. 13F price*
At the end of Q3 2024, 1,030 institutions reported holding Vanguard Health Care ETF (VHT) in their 13F filings, up 33 from Q2 2024. 72 opened new positions and 40 sold out. The largest holders were Morgan Stanley ($453.3M), Bank of America Corp. ($442.0M) and UBS Group AG ($380.5M). 7 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Vanguard Health Care ETF
- CUSIP
- 92204A504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $94.1M |
| Exits | 40 | $25.2M |
All 13F filers, Q2 2024 → Q3 2024: 969,348 shares bought and 835,269 shares sold, net +134,079 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,030 holders
| Morgan Stanley | 0.03% | Reduce -4.3% | 1,606,181 | $453.3M |
| Bank of America Corp. | 0.04% | Reduce -1.0% | 1,566,431 | $442.0M |
| UBS Group AG | 0.11% | Add +2.3% | 1,348,287 | $380.5M |
| PGIM Custom Harvest LLC | 6.09% | Add +1.2% | 1,066,656 | $301.0M |
| Wells Fargo & Company | 0.06% | Reduce -1.4% | 892,017 | $251.7M |
| Harel Insurance Investments & Financial Services Ltd. | 3.71% | No change | 759,229 | $214.9M |
| Everett Harris & Co. | 2.61% | Reduce -1.0% | 744,586 | $210.1M |
| LPL Financial LLC | 0.09% | Reduce -2.2% | 695,017 | $196.1M |
| Beacon Capital Management, Inc. | 6.58% | Reduce -4.2% | 559,480 | $157.9M |
| Ameriprise Financial Inc. | 0.04% | Add +1.3% | 554,749 | $157.4M |
| Royal Bank of Canada | 0.03% | Add +13.4% | 518,215 | $146.2M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +3.4% | 489,566 | $138.2M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -9.1% | 463,600 | $130.8M |
| Cetera Investment Advisers | 0.20% | Add +2.8% | 315,893 | $89.1M |
| Raymond James Financial Services Advisors, Inc. | 0.12% | Add +0.8% | 305,862 | $86.3M |
| Janney Montgomery Scott LLC | 0.22% | Reduce -1.4% | 281,218 | $79.4M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -8.9% | 278,273 | $78.5M |
| Morningstar Investment Management LLC | 7.40% | Reduce -3.5% | 263,940 | $74.8M |
| Manufacturers Life Insurance Company, The | 0.07% | Reduce -12.5% | 263,992 | $74.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -9.0% | 248,432 | $70.1M |
| Osaic Holdings, Inc. | 0.13% | Reduce -5.1% | 197,625 | $55.8M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Add +24.4% | 192,204 | $54.2M |
| Stifel Financial Corp. | 0.06% | Add +1.9% | 191,711 | $54.1M |
| Raymond James & Associates | 0.03% | Reduce -0.6% | 180,518 | $50.9M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -6.9% | 172,771 | $48.8M |
| M&T Bank Corp | 0.14% | Reduce -5.8% | 151,512 | $42.8M |
| Invictus Private Wealth, LLC | 3.37% | Add +1.9% | 150,807 | $42.6M |
| Allied Investment Advisors, LLC | 7.53% | Add +1.1% | 134,750 | $38.0M |
| Agf Management Ltd. | 0.19% | Add +0.6% | 131,800 | $37.2M |
| MML Investors Services, LLC | 0.14% | Add +3.6% | 131,458 | $37.1M |
| Armstrong Advisory Group, Inc. | 3.02% | Reduce -20.9% | 129,381 | $36.5M |
| MAI Capital Management | 0.34% | Add +6.7% | 126,149 | $35.6M |
| Cerity Partners LLC | 0.08% | Reduce -0.5% | 120,678 | $34.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +70.2% | 116,066 | $32.8M |
| KCM Investment Advisors LLC | 1.01% | Add +0.5% | 105,257 | $29.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +6.0% | 98,771 | $27.9M |
| NSI Retail Advisors, LLC | 4.04% | New | 96,100 | $27.1M |
| CSM Advisors, LLC | 1.77% | New | 96,100 | $27.1M |
| HighTower Advisors, LLC | 0.04% | Reduce -1.7% | 94,718 | $26.7M |
| Peapack Gladstone Financial Corp. | 0.38% | Reduce -9.7% | 93,315 | $26.3M |
| First Manhattan Co. Llc. | 0.08% | Reduce -6.6% | 92,057 | $26.1M |
| Capital Advantage, Inc. | 4.92% | Reduce -1.1% | 90,932 | $25.7M |
| Captrust Financial Advisors | 0.08% | Add +7.2% | 89,879 | $25.4M |
| Truist Financial Corp. | 0.04% | Add +9.8% | 86,479 | $24.4M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -12.0% | 85,852 | $24.2M |
| CW Advisors, LLC | 0.30% | Reduce -0.8% | 79,099 | $22.3M |
| Stratos Wealth Partners, LTD. | 0.31% | Reduce -1.1% | 75,874 | $21.4M |
| Mariner, LLC | 0.04% | Reduce -10.9% | 74,633 | $21.1M |
| Avantax Advisory Services, Inc. | 0.13% | Reduce -0.7% | 72,772 | $20.5M |
| Creative Planning | 0.02% | Add +8.0% | 72,121 | $20.4M |
| WBH Advisory Inc. | 1.93% | Reduce -3.2% | 72,109 | $20.3M |
| Main Management LLC | 1.65% | Reduce -12.7% | 70,957 | $20.0M |
| Aprio Wealth Management, LLC | 3.19% | Reduce -12.4% | 70,600 | $19.9M |
| Atria Wealth Solutions, Inc. | 0.20% | Reduce -3.3% | 66,324 | $18.8M |
| Marotta Asset Management | 3.65% | Reduce -4.5% | 65,803 | $18.6M |
| EverSource Wealth Advisors, LLC | 1.13% | Reduce -3.1% | 63,207 | $17.8M |
| Chai Trust Co. LLC | 0.83% | Add +4.2% | 61,834 | $17.4M |
| Full Sail Capital, LLC | 1.05% | Reduce -1.9% | 57,805 | $16.3M |
| Strategic Point Investment Advisors, LLC | 2.62% | Reduce -0.1% | 56,240 | $15.9M |
| Wheelhouse Advisory Group LLC | 10.19% | Add +3.1% | 56,099 | $15.8M |
| Federation des caisses Desjardins du Quebec | 0.07% | Add +6.7% | 53,070 | $15.0M |
| Royal Fund Management, LLC | 1.04% | Add +111.5% | 51,878 | $14.8M |
| Dakota Wealth Management | 0.33% | Reduce -1.4% | 52,036 | $14.7M |
| Integrated Wealth Concepts LLC | 0.18% | Reduce -3.9% | 51,862 | $14.6M |
| Corient Private Wealth LP | 0.02% | Reduce -3.3% | 51,575 | $14.6M |
| Edmond DE Rothschild Holding S.A. | 0.23% | No change | 51,503 | $14.5M |
| Lido Advisors, LLC | 0.11% | Add +4.9% | 50,014 | $14.1M |
| Altfest L J & Co. Inc. | 1.87% | Add +954.8% | 49,882 | $14.1M |
| Cedar Mountain Advisors, LLC | 3.16% | Add +293.3% | 49,708 | $14.0M |
| Bordeaux Wealth Advisors LLC | 2.44% | Add +0.3% | 47,741 | $13.5M |
| Private Advisor Group, LLC | 0.08% | Add +8.9% | 46,511 | $13.1M |
| Baird Financial Group, Inc. | 0.02% | Add +0.7% | 44,969 | $12.7M |
| Atlas Capital Advisors Inc. | 1.85% | Add +17.9% | 42,865 | $12.1M |
| New England Private Wealth Advisors LLC | 1.89% | Add +0.3% | 41,411 | $11.7M |
| FMR LLC | 0.00% | Add +15.2% | 41,069 | $11.6M |
| Adaptive Financial Consulting, LLC | 4.71% | Add +0.2% | 40,942 | $11.6M |
| Principal Securities, Inc. | 0.27% | Reduce -0.7% | 39,461 | $11.1M |
| MassMutual Private Wealth & Trust, FSB | 0.31% | Add +2.2% | 38,848 | $11.0M |
| Bank of Nova Scotia | 0.02% | Reduce -0.9% | 37,289 | $10.5M |
| Consolidated Portfolio Review Corp | 2.25% | Reduce -0.8% | 35,734 | $10.1M |
| TD Waterhouse Canada Inc. | 0.08% | Add +9.1% | 34,819 | $9.8M |
| Bleakley Financial Group, LLC | 0.30% | Reduce -0.6% | 34,376 | $9.7M |
| Two Sigma Investments, LP | 0.02% | Add +215.2% | 33,100 | $9.3M |
| Robertson Stephens Wealth Management, LLC | 0.34% | Add +243.5% | 32,314 | $9.2M |
| Comerica Bank | 0.04% | Reduce -2.0% | 31,890 | $9.0M |
| Financial Management Network Inc. | 1.88% | Reduce -2.1% | 32,261 | $9.0M |
| Ami Investment Management Inc. | 3.02% | Add +1.0% | 31,647 | $8.9M |
| Ballast, Inc. | 2.52% | Add +1.5% | 31,474 | $8.9M |
| Cornerstone Advisory, LLC | 1.13% | Reduce -1.1% | 30,300 | $8.6M |
| Exchange Capital Management, Inc. | 1.34% | Add +3.0% | 29,905 | $8.4M |
| Onyx Bridge Wealth Group LLC | 1.27% | Reduce -2.6% | 29,762 | $8.4M |
| Paragon Financial Partners, Inc. | 6.08% | Reduce -3.0% | 29,418 | $8.3M |
| Asset Planning Corporation | 5.40% | Add +0.6% | 29,323 | $8.3M |
| Invst, LLC | 0.99% | Add +3136.7% | 29,130 | $8.2M |
| CVA Family Office, LLC | 1.33% | Reduce -1.5% | 28,990 | $8.2M |
| Citigroup Inc. | 0.01% | Reduce -3.2% | 28,000 | $7.9M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -3.1% | 27,892 | $7.9M |
| White Lighthouse Investment Management Inc. | 1.41% | Reduce -0.6% | 27,849 | $7.9M |
| Sharper & Granite LLC | 3.50% | Reduce -3.2% | 27,790 | $7.8M |
| Trust Co. of Oklahoma | 2.52% | Add +6.3% | 27,563 | $7.8M |
| Quaker Wealth Management, LLC | 2.82% | — | 27,279 | $7.7M |
| GYL Financial Synergies, LLC | 0.58% | Reduce -5.2% | 27,230 | $7.7M |
| Callan Capital, LLC | 0.53% | Reduce -3.3% | 27,102 | $7.6M |
| Focus Financial Network, Inc. | 0.31% | Reduce -23.1% | 26,946 | $7.6M |
| LM Advisors LLC | 1.55% | Reduce -18.0% | 28,060 | $7.6M |
| SP Asset Management LLC | 0.62% | Add +0.3% | 26,478 | $7.5M |
| Fifth Third Bancorp | 0.03% | Reduce -1.3% | 26,359 | $7.4M |
| Apollon Financial, LLC | 2.18% | Add +0.0% | 26,266 | $7.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.8% | 26,023 | $7.3M |
| EP Wealth Advisors, LLC | 0.06% | Add +0.6% | 25,750 | $7.3M |
| D.A. Davidson & Co. | 0.06% | Add +3.2% | 25,642 | $7.2M |
| Safeguard Investment Advisory Group, LLC | 2.06% | Add +3.9% | 25,550 | $7.2M |
| Northern Trust Corp. | 0.00% | Add +7.3% | 25,138 | $7.1M |
| Wall Street Financial Group, Inc. | 7.45% | Add +64.2% | 25,054 | $7.1M |
| Evergreen Capital Management LLC | 0.24% | Reduce -15.2% | 24,858 | $7.0M |
| TAP Consulting, LLC | 1.34% | Add +4.9% | 24,198 | $6.8M |
| GTS Securities LLC | 0.14% | Add +29.1% | 24,130 | $6.8M |
| Axiom Financial Strategies, LLC | 3.59% | Reduce -8.3% | 24,086 | $6.8M |
| Richmond Brothers, Inc. | 4.10% | New | 23,580 | $6.7M |
| Bailard, Inc. | 0.17% | Reduce -5.8% | 23,548 | $6.6M |
| Goepper Burkhardt LLC | 2.73% | Reduce -2.7% | 23,437 | $6.6M |
| Wealth Management Resources, Inc. | 2.64% | Reduce -0.9% | 23,355 | $6.6M |
| Johnson Investment Counsel Inc. | 0.06% | Add +7.5% | 23,155 | $6.5M |
| Summit Wealth Group, LLC | 1.88% | Reduce -2.4% | 23,118 | $6.5M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -0.4% | 23,028 | $6.5M |
| Orion Portfolio Solutions, LLC | 0.06% | Reduce -0.4% | 23,028 | $6.5M |
| Gray Wealth Management Inc. | 2.54% | Add +3.3% | 22,826 | $6.4M |
| Circle Wealth Management, LLC | 0.14% | Add +0.0% | 22,296 | $6.3M |
| Madden Advisory Services, Inc. | 2.88% | Add +8.6% | 22,281 | $6.3M |
| Brown Advisory Inc. | 0.01% | Add +4.6% | 22,228 | $6.3M |
| Ameritas Advisory Services, LLC | 0.27% | Reduce -0.9% | 21,890 | $6.2M |
| Wealthcare Advisory Partners LLC | 0.18% | Reduce -3.5% | 21,838 | $6.2M |
| Curran Financial Partners, LLC | 1.74% | Reduce -0.5% | 21,748 | $6.1M |
| Sage Rhino Capital LLC | 1.35% | Reduce -1.7% | 21,649 | $6.1M |
| WESCAP Management Group, Inc. | 1.52% | Add +6.8% | 21,568 | $6.1M |
| Allworth Financial LP | 0.04% | Reduce -3.3% | 20,841 | $5.9M |
| Advisory Services Network, LLC | 0.12% | No change | 22,094 | $5.9M |
| Equitable Holdings, Inc. | 0.06% | Add +1.3% | 20,753 | $5.9M |
| Clearstead Advisors, LLC | 0.09% | Add +1.0% | 20,672 | $5.8M |
| Harbour Investments, Inc. | 0.17% | Add +5.0% | 20,535 | $5.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.8% | 20,637 | $5.8M |
| Tiaa Trust, National Association | 0.02% | Reduce -10.1% | 20,374 | $5.7M |
| First PREMIER Bank | 1.39% | Reduce -1.8% | 19,714 | $5.6M |
| Beta Wealth Group, Inc. | 2.43% | Reduce -19.9% | 19,094 | $5.4M |
| David Kennon Inc | 2.11% | Add +2.0% | 19,015 | $5.4M |
| BTG Pactual Asset Management US LLC | 0.78% | New | 18,960 | $5.4M |
| Trinity Legacy Partners, LLC | 1.36% | Add +1.0% | 18,745 | $5.3M |
| Hikari Tsushin, Inc. | 0.38% | No change | 18,744 | $5.3M |
| Concourse Financial Group Securities, Inc. | 0.31% | Add +5.8% | 18,661 | $5.3M |
| Webster Bank, N. A. | 0.56% | Reduce -0.2% | 18,653 | $5.3M |
| Nvest Financial, LLC | 2.99% | Add +9.5% | 18,554 | $5.2M |
| Exchange Traded Concepts, LLC | 0.12% | No change | 18,354 | $5.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -14.4% | 17,685 | $5.0M |
| Destination Wealth Management | 0.15% | Reduce -1.6% | 17,677 | $5.0M |
| Blair William & Co. | 0.01% | Add +2.4% | 17,340 | $4.9M |
| Scotia Capital Inc. | 0.03% | Reduce -2.9% | 17,256 | $4.9M |
| Tranquilli Financial Advisor LLC | 3.05% | Add +1.0% | 17,249 | $4.9M |
| Atria Investments, Inc | 0.06% | Add +2.5% | 17,214 | $4.9M |
| Twin Focus Capital Partners, LLC | 0.76% | No change | 17,175 | $4.8M |
| Bank of Montreal | 0.00% | Reduce -2.4% | 17,261 | $4.8M |
| Paradigm Capital Management, LLC | 4.67% | — | 17,104 | $4.8M |
| Moser Wealth Advisors, LLC | 2.50% | Add +1.1% | 17,079 | $4.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +0.5% | 17,025 | $4.8M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -4.5% | 16,843 | $4.8M |
| National Bank of Canada | 0.01% | Reduce -1.2% | 16,593 | $4.7M |
| Prudential Financial Inc. | 0.01% | Reduce -2.8% | 16,552 | $4.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +44.6% | 16,363 | $4.6M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 1.76% | No change | 16,000 | $4.5M |
| Jmac Enterprises LLC | 0.72% | Reduce -6.4% | 15,927 | $4.5M |
| Jones Financial Companies LLLP | 0.00% | Add +83.8% | 15,881 | $4.5M |
| Sound View Wealth Advisors Group, LLC | 0.36% | Add +16.4% | 15,792 | $4.5M |
| Financial Futures Ltd Liability Co. | 2.54% | Reduce -9.3% | 15,734 | $4.4M |
| Long Island Wealth Management, Inc. | 2.90% | Add +10.0% | 15,669 | $4.4M |
| Acorn Wealth Advisors, LLC | 1.90% | Add +1.5% | 15,663 | $4.4M |
| Visionary Wealth Advisors | 0.27% | Reduce -3.3% | 15,447 | $4.4M |
| Baron Financial Group, LLC | 2.66% | Reduce -2.4% | 15,407 | $4.3M |
| Citadel Advisors | 0.00% | Reduce -41.0% | 15,365 | $4.3M |
| Merit Financial Group, LLC | 0.10% | Reduce -17.9% | 15,351 | $4.3M |
| NewEdge Advisors, LLC | 0.03% | Add +25.3% | 14,986 | $4.2M |
| Titleist Asset Management, LLC | 0.61% | Add +2.8% | 14,870 | $4.2M |
| Park National Corp. | 0.15% | Reduce -0.7% | 14,776 | $4.2M |
| Cresset Asset Management, LLC | 0.02% | Reduce -9.5% | 14,711 | $4.2M |
| Anchor Investment Management, LLC | 0.38% | Add +1.5% | 14,429 | $4.1M |
| Concurrent Investment Advisors, LLC | 0.12% | Reduce -1.4% | 13,924 | $3.9M |
| Cora Capital Advisors LLC | 1.93% | Reduce -4.7% | 13,914 | $3.9M |
| Praetorian Wealth Management, Inc. | 0.97% | Reduce -4.5% | 13,754 | $3.9M |
| US Bancorp \de | 0.00% | Reduce -0.3% | 13,621 | $3.8M |
| Fifth Third Securities, Inc. | 0.36% | Reduce -7.6% | 13,360 | $3.8M |
| Delta Financial Group, Inc. | 1.38% | Add +4.0% | 13,151 | $3.7M |
| Penobscot Wealth Management | 1.98% | Add +7.3% | 12,999 | $3.7M |
| Veltria Advisors Corp. | 1.43% | No change | 12,861 | $3.6M |
| Cascade Wealth Advisors, Inc | 2.58% | Add +8.1% | 12,776 | $3.6M |
| Bluesphere Advisors LLC | 1.77% | Add +3.5% | 12,657 | $3.6M |
| Foundations Investment Advisors, LLC | 0.07% | Reduce -0.7% | 12,597 | $3.6M |
| Flow Traders U.S. LLC | 0.18% | Add +385.3% | 12,539 | $3.5M |
| Wealthspire Retirement, LLC | 0.28% | Reduce -0.0% | 12,475 | $3.5M |
| Baker Ellis Asset Management LLC | 0.49% | Reduce -5.0% | 12,227 | $3.5M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -0.8% | 12,095 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +12.5% | 12,000 | $3.4M |
| First Financial Corp. | 1.62% | Reduce -7.3% | 11,999 | $3.4M |
| Tower Research Capital LLC (TRC) | 0.09% | Reduce -12.1% | 11,841 | $3.3M |
| Keebeck Wealth Management | 0.48% | Reduce -13.3% | 11,686 | $3.3M |
| Advisors Capital Management, LLC | 0.05% | Reduce -3.4% | 11,665 | $3.3M |
| HB Wealth Management, LLC | 0.04% | Reduce -4.0% | 11,610 | $3.3M |
| Gladstone Institutional Advisory LLC | 0.16% | Reduce -1.7% | 11,605 | $3.3M |
| IHT Wealth Management, LLC | 0.09% | Reduce -5.7% | 11,676 | $3.3M |
| Calton & Associates, Inc. | 1.24% | Reduce -35.3% | 11,487 | $3.2M |
| First Trust Advisors LP | 0.00% | Add +4.6% | 11,465 | $3.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -61.2% | 11,411 | $3.2M |
| Raab & Moskowitz Asset Management LLC | 0.81% | Reduce -1.6% | 11,300 | $3.2M |
| Carmichael Hill & Associates, Inc. | 1.18% | Add +4.5% | 11,274 | $3.2M |
| Brookstone Capital Management | 0.05% | Add +0.4% | 11,251 | $3.2M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -0.4% | 11,054 | $3.1M |
| Westside Investment Management, Inc. | 0.66% | Add +2.5% | 11,013 | $3.1M |
| Financial Freedom, LLC | 1.64% | Reduce -0.4% | 10,995 | $3.1M |
| Morningstar Investment Services LLC | 0.03% | Reduce -3.1% | 10,965 | $3.1M |
| Bank Hapoalim BM | 0.48% | Add +2.9% | 10,702 | $3.0M |
| Capital Analysts, LLC | 0.12% | Reduce -3.7% | 10,583 | $3.0M |
| CIBC Private Wealth Group LLC | 0.01% | Add +4.9% | 10,554 | $3.0M |
| Wealthfront Advisers LLC | 0.01% | Add +4.6% | 10,328 | $2.9M |
| O'ROURKE & COMPANY, Inc | 1.45% | Add +1.4% | 10,271 | $2.9M |
| Greenline Partners, LLC | 0.41% | Reduce -5.8% | 10,239 | $2.9M |
| Advantage Trust Co | 1.94% | Add +0.0% | 10,108 | $2.9M |
| Choate Investment Advisors | 0.07% | No change | 10,077 | $2.8M |
| Madison Asset Management, LLC | 0.03% | No change | 10,058 | $2.8M |
| Quantinno Capital Management LP | 0.04% | Add +9.1% | 10,012 | $2.8M |
| Bokf, NA | 0.05% | Reduce -1.9% | 10,051 | $2.8M |
| TruWealth Advisors, LLC | 0.17% | No change | 9,746 | $2.8M |
| FRG Family Wealth Advisors LLC | 0.49% | Reduce -3.0% | 9,713 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -2.0% | 9,629 | $2.7M |
| Sigma Planning Corp | 0.08% | Add +4.2% | 9,625 | $2.7M |
| Essex Private Wealth Management, LLC | 6.31% | Add +2.5% | 9,503 | $2.7M |
| Silverlake Wealth Management LLC | 1.02% | Add +10.6% | 9,362 | $2.6M |
| Altura Wealth Advisors Inc. | 1.73% | Add +24.2% | 9,333 | $2.6M |
| Evoke Wealth, LLC | 0.07% | New | 9,277 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -7.5% | 9,264 | $2.6M |
| Trilogy Capital Inc. | 0.13% | Reduce -2.6% | 9,228 | $2.6M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -27.0% | 9,227 | $2.6M |
| Focus Partners Wealth | 0.01% | Reduce -79.9% | 9,167 | $2.6M |
| Cozad Asset Management Inc. | 0.25% | Reduce -0.3% | 9,157 | $2.6M |
| CoreCap Advisors, LLC | 0.12% | Add +8.5% | 9,043 | $2.6M |
| Alexander Labrunerie & Co., Inc. | 1.18% | Reduce -0.3% | 8,977 | $2.5M |
| Cassaday & Co Wealth Management LLC | 0.07% | Reduce -3.2% | 8,896 | $2.5M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.57% | Reduce -2.2% | 8,830 | $2.5M |
| Hilltop Holdings Inc. | 0.16% | Reduce -2.3% | 8,747 | $2.5M |
| Hikari Power Ltd | 0.20% | No change | 8,740 | $2.5M |
| Autumn Glory Partners, LLC | 0.94% | No change | 8,675 | $2.4M |
| Joule Financial, LLC | 0.89% | Add +24.6% | 8,607 | $2.4M |
| North Star Investment Management Corp. | 0.17% | No change | 8,580 | $2.4M |
| Valmark Advisers, Inc. | 0.04% | Add +3.3% | 8,474 | $2.4M |
| Petix & Botte Co | 0.63% | No change | 8,392 | $2.4M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +0.3% | 8,389 | $2.4M |
| NewEdge Wealth, LLC | 0.04% | Reduce -2.5% | 8,380 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.17% | Add +7.1% | 8,326 | $2.3M |
| Waverly Advisors, LLC | 0.04% | Add +1.4% | 8,282 | $2.3M |
| NCM Capital Management, LLC | 1.10% | No change | 8,155 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.10% | Reduce -5.6% | 8,137 | $2.3M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -1.6% | 8,137 | $2.3M |
| One Day In July LLC | 0.26% | Add +33.1% | 8,131 | $2.3M |
| NorthCrest Asset Manangement, LLC | 0.07% | Reduce -3.9% | 8,119 | $2.3M |
| Arax Advisory Partners | 0.20% | Reduce -5.8% | 8,113 | $2.3M |
| Accel Wealth Management | 0.85% | Add +1.7% | 8,063 | $2.3M |
| City State Bank | 0.83% | Reduce -2.1% | 8,048 | $2.3M |
| Essex Financial Services, Inc. | 0.16% | Reduce -2.9% | 8,048 | $2.2M |
| CIC Wealth, LLC | 0.57% | Reduce -0.4% | 7,883 | $2.2M |
| Mutual Advisors, LLC | 0.06% | Reduce -6.1% | 7,940 | $2.2M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.06% | Add +50.1% | 7,599 | $2.1M |
| Principle Wealth Partners LLC | 0.15% | Reduce -2.8% | 7,552 | $2.1M |
| Creative Financial Designs Inc. | 0.18% | Add +12.9% | 7,423 | $2.1M |
| MontVue Capital Management, Inc. | 1.58% | Reduce -1.0% | 7,296 | $2.1M |
| Salomon & Ludwin, LLC | 0.21% | Reduce -2.3% | 7,280 | $2.1M |
| Embree Financial Group | 0.36% | Add +5.9% | 7,168 | $2.0M |
| Mgo One Seven LLC | 0.09% | Add +4.1% | 7,104 | $2.0M |
| Liberty Wealth Management LLC | 0.34% | Reduce -1.4% | 7,094 | $2.0M |
| Triton Financial Group Inc | 1.27% | Add +12.5% | 7,042 | $2.0M |
| Blackston Financial Advisory Group, LLC | 1.03% | New | 7,034 | $2.0M |
| SOL Capital Management CO | 0.22% | No change | 6,940 | $2.0M |
| Compass Ion Advisors, LLC | 0.24% | Add +1.7% | 6,911 | $2.0M |
| Parallel Advisors, LLC | 0.05% | Add +2.1% | 6,892 | $1.9M |
| &partners | 0.04% | Add +149.3% | 6,818 | $1.9M |
| Glenmede Trust Co. NA | 0.01% | Reduce -0.8% | 6,810 | $1.9M |
| High Net Worth Advisory Group LLC | 0.53% | Reduce -0.6% | 6,778 | $1.9M |
| Houlihan Financial Resource Group, Ltd. | 0.79% | No change | 6,764 | $1.9M |
| Kingswood Wealth Advisors, LLC | 0.13% | Add +91.2% | 6,695 | $1.9M |
| 1832 Asset Management L.P. | 0.00% | No change | 6,624 | $1.9M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +1.6% | 6,576 | $1.9M |
| RDA Financial Network | 0.57% | Reduce -0.1% | 6,550 | $1.8M |
| Geneos Wealth Management Inc. | 0.07% | Add +197.6% | 6,505 | $1.8M |
| Good Life Advisors, LLC | 0.11% | Reduce -1.7% | 6,440 | $1.8M |
| SlateStone Wealth, LLC | 0.16% | Reduce -1.1% | 6,369 | $1.8M |
| Institute for Wealth Management, LLC. | 0.23% | Add +0.1% | 6,317 | $1.8M |
| Tudor Investment Corporation | 0.02% | Reduce -28.1% | 6,312 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.6% | 6,692 | $1.8M |
| Sachetta, LLC | 0.70% | Add +8.8% | 6,298 | $1.8M |
| Novak & Powell Financial Services, Inc. | 1.02% | Add +0.8% | 6,227 | $1.8M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -8.0% | 6,177 | $1.8M |
| Planning Directions Inc. | 1.03% | Reduce -3.1% | 6,146 | $1.7M |
| PFG Advisors | 0.11% | Reduce -6.2% | 6,134 | $1.7M |
| Charter Oak Capital Management, LLC | 0.16% | Add +1.9% | 6,066 | $1.7M |
| Brighton Jones LLC | 0.06% | Add +7.5% | 6,057 | $1.7M |
| Northstar Group, Inc. | 0.31% | Reduce -3.2% | 6,057 | $1.7M |
| Absolute Capital Management, LLC | 1.01% | Add +13.8% | 5,998 | $1.7M |
| Stephens Inc. | 0.02% | Reduce -3.2% | 5,873 | $1.7M |
| Bragg Financial Advisors, Inc | 0.07% | Add +2.1% | 5,871 | $1.7M |
| Financial Advisory Partners, LLC | 0.55% | No change | 5,830 | $1.6M |
| Modern Wealth Management, LLC | 0.10% | Reduce -10.5% | 5,824 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.1% | 5,795 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Add +157.6% | 5,794 | $1.6M |
| Private Advisory Group LLC | 0.20% | Reduce -55.0% | 5,745 | $1.6M |
| Howard Wealth Management, LLC | 0.94% | Add +0.6% | 5,744 | $1.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.04% | Reduce -19.3% | 5,726 | $1.6M |
| Olistico Wealth, LLC | 0.98% | Reduce -7.8% | 5,699 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.17% | Reduce -18.7% | 5,675 | $1.6M |
| Perigon Wealth Management, LLC | 0.04% | New | 5,636 | $1.6M |
| Tower View Wealth Management LLC | 0.87% | Reduce -2.2% | 5,628 | $1.6M |
| Eagle Strategies LLC | 0.28% | Reduce -10.8% | 5,570 | $1.6M |
| Parsons Capital Management Inc. | 0.10% | Reduce -5.1% | 5,486 | $1.5M |
| Bigelow Investment Advisors, LLC | 0.69% | Reduce -2.3% | 5,479 | $1.5M |
| Meridian Wealth Advisors, LLC | 0.26% | Add +0.0% | 5,474 | $1.5M |
| Bartlett & Co. Wealth Management LLC | 0.02% | No change | 5,405 | $1.5M |
| Pacific Capital Wealth Advisors, Inc. | 0.25% | No change | 5,342 | $1.5M |
| Grant Street Asset Management, Inc. | 0.44% | Add +0.4% | 5,330 | $1.5M |
| Ingalls & Snyder LLC | 0.06% | No change | 5,290 | $1.5M |
| Sheets Smith Wealth Management | 0.18% | Reduce -36.7% | 5,252 | $1.5M |
| Idaho Trust Co | 0.71% | Reduce -0.8% | 5,241 | $1.5M |
| Royal Harbor Partners, LLC | 0.57% | Add +1.0% | 5,233 | $1.5M |
| NWF Advisory Services Inc. | 0.21% | Add +29.9% | 5,215 | $1.5M |
| WNY Asset Management, LLC | 0.17% | Reduce -3.6% | 5,209 | $1.5M |
| Hudson Value Partners, LLC | 0.57% | Add +3.7% | 5,156 | $1.5M |
| Joseph P. Lucia & Associates, LLC | 0.67% | No change | 5,146 | $1.5M |
| AIMZ Investment Advisors, LLC | 0.49% | Reduce -4.3% | 5,115 | $1.4M |
| N.E.W. Advisory Services LLC | 0.14% | Add +0.8% | 5,105 | $1.4M |
| Dunhill Financial, LLC | 0.73% | Add +45.2% | 5,065 | $1.4M |
| Focused Wealth Management, Inc | 0.19% | Reduce -0.7% | 5,050 | $1.4M |
| WMS Partners, LLC | 0.08% | Add +84.7% | 5,023 | $1.4M |
| Independent Financial Group, LLC | 0.05% | Add +17.9% | 5,008 | $1.4M |
| CreativeOne Wealth, LLC | 0.05% | Add +36.0% | 5,004 | $1.4M |
| Sanctuary Wealth Management, L.L.C. | 0.99% | Reduce -11.5% | 4,932 | $1.4M |
| Mission Wealth Management, LP | 0.03% | Reduce -5.5% | 4,931 | $1.4M |
| Solutions 4 Wealth, Ltd | 2.70% | Reduce -6.2% | 4,896 | $1.4M |
| Fortis Advisors, LLC | 0.90% | Reduce -56.4% | 4,895 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +21.3% | 4,859 | $1.4M |
| Brown, Lisle/Cummings, Inc. | 0.41% | Add +3.2% | 4,805 | $1.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -12.2% | 4,786 | $1.4M |
| Centaurus Financial, Inc. | 0.09% | Add +58.7% | 4,737 | $1.3M |
| NorthCoast Asset Management LLC | 0.01% | Add +237.3% | 5,450 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.2% | 4,648 | $1.3M |
| Wharton Business Group, LLC | 0.06% | Reduce -0.3% | 4,614 | $1.3M |
| Manchester Capital Management LLC | 0.15% | Add +1.7% | 4,570 | $1.3M |
| Cardiff Park Advisors, LLC | 0.12% | Add +0.2% | 4,567 | $1.3M |
| Abbot Financial Management, Inc. | 0.64% | Reduce -0.7% | 4,541 | $1.3M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Add +60.7% | 4,541 | $1.3M |
| D. E. Shaw & Co. | 0.00% | New | 4,515 | $1.3M |
| Synovus Financial Corp. | 0.01% | Add +72.5% | 4,478 | $1.3M |
| Stegent Equity Advisors, Inc. | 1.38% | New | 4,420 | $1.2M |
| CRA Financial Services, LLC | 0.23% | Reduce -10.0% | 4,418 | $1.2M |
| Heritage Wealth Partners, LLC | 1.47% | New | 4,415 | $1.2M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 0.89% | Reduce -3.8% | 4,405 | $1.2M |
| Philadelphia Trust Co. | 0.09% | No change | 4,383 | $1.2M |
| Summit Trail Advisors, LLC | 0.03% | Add +0.6% | 4,318 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -18.2% | 4,300 | $1.2M |
| Financial Advocates Investment Management | 0.07% | Add +9.6% | 4,630 | $1.2M |
| Modera Wealth Management, LLC | 0.02% | New | 4,283 | $1.2M |
| Commerce Bank | 0.01% | Add +22.7% | 4,275 | $1.2M |
| Goldstein Advisors, LLC | 0.18% | Reduce -0.5% | 4,269 | $1.2M |
| Csenge Advisory Group | 0.06% | Reduce -3.0% | 4,270 | $1.2M |
| Maiden Cove Capital, LLC | 1.84% | Add +29.3% | 4,177 | $1.2M |
| Christensen, King & Associates Investment Services, Inc. | 0.55% | Reduce -3.0% | 4,161 | $1.2M |
| Main Street Financial Solutions, LLC | 0.11% | Reduce -4.4% | 4,156 | $1.2M |
| Citizens Financial Group Inc. | 0.02% | Add +1.6% | 4,129 | $1.2M |
| Redhawk Wealth Advisors, Inc. | 0.17% | Add +2.2% | 4,099 | $1.2M |
| Werba Rubin Papier Wealth Management | 0.27% | Add +19.8% | 4,078 | $1.2M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -10.4% | 4,197 | $1.2M |
| Rathbones Group PLC | 0.01% | No change | 4,028 | $1.1M |
| PFG Investments, LLC | 0.07% | Reduce -7.4% | 4,025 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -1.9% | 4,024 | $1.1M |
| Woodward Diversified Capital, LLC | 0.71% | Reduce -5.1% | 3,988 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Reduce -67.5% | 3,966 | $1.1M |
| Wilmington Savings Fund Society, FSB | 0.02% | New | 3,942 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Reduce -33.7% | 3,941 | $1.1M |
| Personal Cfo Solutions, LLC | 0.16% | Add +61.4% | 3,941 | $1.1M |
| McGlone Suttner Wealth Management, Inc. | 0.23% | Reduce -16.6% | 3,897 | $1.1M |
| Savant Capital, LLC | 0.01% | Add +21.1% | 3,895 | $1.1M |
| Spire Wealth Management | 0.04% | Reduce -0.7% | 3,894 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -1.0% | 3,860 | $1.1M |
| Better Money Decisions, LLC | 0.76% | Add +1.1% | 3,815 | $1.1M |
| Whittier Trust Co. | 0.01% | No change | 3,808 | $1.1M |
| Bellevue Asset Management, LLC | 0.55% | Add +0.0% | 3,803 | $1.1M |
| CCG Wealth Management, LLC | 0.60% | Reduce -16.2% | 3,800 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -5.2% | 3,767 | $1.1M |
| AQR Capital Management | 0.00% | New | 3,725 | $1.1M |
| BigSur Wealth Management LLC | 0.29% | No change | 3,700 | $1.0M |
| Flagstar Securities, Inc. | 0.27% | Reduce -2.2% | 3,699 | $1.0M |
| Country Club Bank | 0.07% | No change | 3,740 | $1.0M |
| Inscription Capital, LLC | 0.16% | No change | 3,708 | $1.0M |
| One Charles Private Wealth Services, LLC | 0.40% | No change | 3,704 | $1.0M |
| RBA Wealth Management, LLC | 0.40% | Add +1.1% | 3,684 | $1.0M |
| Capital Advisors Inc. | 0.02% | No change | 3,654 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +0.4% | 3,603 | $1.0M |
| BCS Wealth Management | 0.43% | No change | 3,600 | $1.0M |
| Financial Insights, Inc. | 0.33% | Add +5.6% | 3,550 | $1.0M |
| Councilor Wealth, LLC | 0.49% | No change | 3,536 | $998K |
| Retirement Planning Co of New England, Inc. | 0.48% | Reduce -0.4% | 3,433 | $969K |
| Gryphon Financial Partners LLC | 0.13% | Reduce -5.6% | 3,427 | $967K |
| Tradewinds, LLC. | 0.29% | Reduce -5.9% | 3,395 | $958K |
| Asset Dedication, LLC | 0.06% | Reduce -39.3% | 3,341 | $943K |
| Fiduciary Trust Co | 0.01% | Reduce -2.5% | 3,328 | $939K |
| Ashton Thomas Securities, LLC | 0.18% | Add +2.5% | 3,302 | $932K |
| Renaissance Technologies | 0.00% | New | 3,300 | $931K |
| Dentgroup LLC | 0.70% | Reduce -4.8% | 3,296 | $930K |
| Pacific Center for Financial Services | 0.24% | Reduce -0.2% | 3,278 | $925K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.5% | 3,263 | $921K |
| Vanguard Group Inc. | 0.00% | Add +16.7% | 3,238 | $914K |
| Wealthspan Partners, LLC | 0.45% | Reduce -1.4% | 3,233 | $912K |
| Kennedy Investment Group, Inc. | 0.42% | Add +2.5% | 3,230 | $912K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -14.0% | 3,228 | $911K |
| Gradient Capital Advisors, LLC | 0.30% | Add +0.2% | 3,224 | $910K |
| LJI Wealth Management, LLC | 0.19% | No change | 3,215 | $907K |
| Smith & Howard Wealth Management, LLC | 0.25% | No change | 3,202 | $904K |
| Conservest Capital Advisors, Inc. | 0.09% | No change | 3,323 | $899K |
| Accretive Wealth Partners, LLC | 0.38% | No change | 3,182 | $898K |
| Integral Investment Advisors, Inc. | 0.24% | Add +103.8% | 3,150 | $889K |
| Hoxton Planning & Management, LLC | 0.34% | New | 3,148 | $888K |
| Cwm, LLC | 0.00% | Add +13.9% | 3,142 | $887K |
| PCA Investment Advisory Services Inc. | 0.42% | Add +2.6% | 3,126 | $882K |
| Financial Perspectives, Inc | 0.31% | Add +7.0% | 3,125 | $882K |
| Collective Family Office LLC | 0.24% | Reduce -10.2% | 3,070 | $866K |
| Matrix Private Capital Group LLC | 0.50% | Reduce -7.2% | 3,040 | $861K |
| First Wilshire Securities Management Inc. | 0.24% | No change | 3,050 | $861K |
| Grandfield & Dodd, LLC | 0.05% | No change | 3,045 | $859K |
| Leavell Investment Management, Inc. | 0.04% | Reduce -1.6% | 2,986 | $846K |
| Ranch Capital Advisors Inc. | 0.40% | Add +0.0% | 2,980 | $844K |
| Muirfield Wealth Advisors LLC | 0.71% | Add +0.4% | 2,982 | $842K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -10.6% | 3,347 | $839K |
| HBK Sorce Advisory LLC | 0.03% | No change | 2,970 | $838K |
| Brown Miller Wealth Management, LLC | 0.32% | No change | 2,961 | $836K |
| Brandywine Oak Private Wealth LLC | 0.08% | Add +0.6% | 2,961 | $836K |
| Two Sigma Securities, LLC | 0.06% | Add +53.5% | 2,868 | $809K |
| CWA Asset Management Group, LLC | 0.04% | — | 2,864 | $808K |
| Warner Financial, Inc. | 0.36% | Reduce -1.6% | 2,853 | $805K |
| Retirement Planning Group, LLC | 0.04% | New | 2,842 | $802K |
| Graypoint LLC | 0.05% | Reduce -17.2% | 2,832 | $799K |
| Jefferies Financial Group Inc. | 0.01% | Add +4.4% | 2,812 | $794K |
| Belpointe Asset Management LLC | 0.05% | Reduce -0.4% | 2,798 | $790K |
| Cibc World Market Inc. | 0.00% | Reduce -14.1% | 2,793 | $788K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +26.0% | 2,775 | $783K |
| LPWM LLC | 0.26% | No change | 2,813 | $780K |
| IFP Advisors, Inc | 0.03% | Reduce -18.9% | 2,752 | $777K |
| Kelleher Financial Advisors | 0.30% | Add +61.8% | 2,744 | $774K |
| Meridian Wealth Management, LLC | 0.04% | Add +9.7% | 2,737 | $772K |
| Dagco, Inc. | 0.32% | No change | 2,731 | $771K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +0.6% | 2,711 | $765K |
| Mather Group, Llc. | 0.01% | Reduce -49.5% | 2,709 | $764K |
| Founders Financial Securities LLC | 0.07% | Reduce -16.4% | 2,697 | $761K |
| Alta Wealth Advisors LLC | 0.35% | Reduce -1.5% | 2,696 | $761K |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -0.6% | 2,679 | $756K |
| Holderness Investments Co. | 0.16% | Add +35.3% | 2,665 | $752K |
| SpiderRock Advisors, LLC | 0.02% | New | 2,663 | $752K |
| Sequent Planning LLC | 0.26% | Add +8.3% | 2,651 | $748K |
| World Investment Advisors | 0.02% | Add +6.2% | 2,637 | $744K |
| CX Institutional | 0.03% | Reduce -60.6% | 2,609 | $736K |
| Checchi Capital Advisers, LLC | 0.05% | Reduce -0.2% | 2,606 | $735K |
| Arkadios Wealth Advisors | 0.04% | Add +7.6% | 2,590 | $731K |
| Clear Point Advisors Inc. | 0.56% | Add +0.5% | 2,576 | $727K |
| Prospera Financial Services Inc | 0.02% | Add +39.0% | 2,569 | $726K |
| Elevation Capital Advisory, LLC | 0.32% | Reduce -3.1% | 2,563 | $723K |
| HM Payson & Co. | 0.01% | No change | 2,553 | $720K |
| LFA - Lugano Financial Advisors SA | 0.49% | No change | 2,550 | $720K |
| Simmons Bank | 0.05% | Add +5.0% | 2,541 | $717K |
| DAVENPORT & Co LLC | 0.00% | Add +4.3% | 2,517 | $710K |
| Aire Advisors, LLC | 0.16% | Add +17.3% | 2,513 | $710K |
| Monograph Wealth Advisors, LLC | 0.09% | New | 2,500 | $708K |
| BIP Wealth, LLC | 0.05% | No change | 2,494 | $704K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +0.6% | 2,492 | $703K |
| Tyler-Stone Wealth Management | 0.13% | Add +156.7% | 2,439 | $688K |
| HCR Wealth Advisors | 0.09% | Reduce -3.6% | 2,434 | $687K |
| Welch & Forbes LLC | 0.01% | Add +11.5% | 2,429 | $685K |
| Certified Advisory Corp | 0.08% | Reduce -4.2% | 2,418 | $682K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -33.3% | 2,409 | $680K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Reduce -12.4% | 2,391 | $675K |
| Townsquare Capital LLC | 0.01% | Add +2.4% | 2,381 | $672K |
| Avior Wealth Management, LLC | 0.03% | Add +6.7% | 2,374 | $670K |
| Graves Light Lenhart Wealth, Inc. | 0.08% | No change | 2,374 | $670K |
| Bright Financial Advisors, Inc. | 0.42% | No change | 2,365 | $667K |
| Essential Planning, LLC. | 0.27% | No change | 2,364 | $667K |
| Navis Wealth Advisors, LLC | 0.72% | Add +0.0% | 2,363 | $667K |
| DHJJ Financial Advisors, Ltd. | 0.26% | Reduce -3.2% | 2,363 | $667K |
| PDS Planning, Inc | 0.06% | Reduce -1.6% | 2,362 | $667K |
| Westmount Partners, LLC | 0.20% | No change | 2,352 | $664K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -19.8% | 2,318 | $654K |
| Wealth Alliance, LLC | 0.08% | Add +0.2% | 2,305 | $650K |
| SeaCrest Wealth Management, LLC | 0.07% | Add +18.3% | 2,296 | $648K |
| McGuire Investment Group, LLC | 0.09% | Add +2.9% | 2,293 | $647K |
| Benjamin Edwards Inc. | 0.01% | New | 2,291 | $647K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +0.2% | 2,285 | $645K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 2,283 | $644K |
| FAS Wealth Partners, Inc. | 0.05% | Add +0.1% | 2,279 | $643K |
| D'Orazio & Associates, Inc. | 0.09% | No change | 2,278 | $643K |
| James Hambro & Partners LLP | 0.03% | No change | 2,265 | $639K |
| Meridian Investment Counsel Inc. | 0.19% | Add +46.3% | 2,260 | $638K |
| Redwood Financial Network Corp | 0.50% | Reduce -0.3% | 2,256 | $637K |
| Resolute Wealth Strategies, LLC | 0.33% | Reduce -2.0% | 2,253 | $636K |
| Kovack Advisors, Inc. | 0.07% | Reduce -5.0% | 2,237 | $631K |
| Yoder Wealth Management, Inc. | 0.38% | No change | 2,234 | $630K |
| Pinnacle Family Advisors, LLC | 0.33% | Add +1.1% | 2,233 | $630K |
| Hilton Capital Management, LLC | 0.05% | No change | 2,225 | $628K |
| Shelton Wealth Management, LLC | 0.36% | Reduce -12.3% | 2,220 | $626K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -5.8% | 2,217 | $626K |
| Lake Street Advisors Group, LLC | 0.03% | No change | 2,204 | $624K |
| Johnson Bixby & Associates, LLC | 0.10% | Reduce -13.3% | 2,212 | $624K |
| Flputnam Investment Management Co. | 0.01% | Reduce -0.1% | 2,206 | $623K |
| Fort Sheridan Advisors LLC | 0.09% | Add +1.9% | 2,206 | $623K |
| Flagship Private Wealth, LLC | 0.32% | Reduce -11.0% | 2,202 | $621K |
| Fisher Asset Management | 0.00% | Reduce -14.0% | 2,199 | $621K |
| Pacific Sun Financial Corp | 0.34% | Reduce -0.3% | 2,175 | $614K |
| Elm Partners Management LLC | 0.04% | No change | 2,174 | $614K |
| Edge Financial Advisors LLC | 0.54% | Add +0.3% | 2,171 | $613K |
| Daymark Wealth Partners, LLC | 0.03% | Add +90.5% | 2,162 | $610K |
| Lansing Street Advisors | 0.22% | Reduce -3.8% | 2,155 | $608K |
| Wealth Management Associates, Inc. | 0.27% | No change | 2,147 | $606K |
| Venture Visionary Partners LLC | 0.03% | Add +3.1% | 2,146 | $606K |
| Allegheny Financial Group | 0.15% | Add +0.2% | 2,145 | $605K |
| Verdence Capital Advisors LLC | 0.05% | Add +0.6% | 2,140 | $604K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -68.9% | 2,135 | $603K |
| American Money Management, LLC | 0.12% | Reduce -1.5% | 2,135 | $603K |
| Apexium Financial, LP | 0.04% | No change | 2,115 | $599K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -0.5% | 2,114 | $597K |
| HF Advisory Group, LLC | 0.28% | Reduce -2.0% | 2,106 | $594K |
| NorthRock Partners, LLC | 0.02% | Add +2.5% | 2,083 | $590K |
| Mainstream Capital Management LLC | 0.50% | — | 2,082 | $588K |
| Debussy Capital Management LP | 0.17% | Add +43.7% | 2,074 | $585K |
| Nicolet Bankshares Inc. | 0.12% | No change | 2,072 | $585K |
| Prostatis Group LLC | 0.19% | Add +12.6% | 2,068 | $584K |
| Per Stirling Capital Management, LLC. | 0.08% | Reduce -3.0% | 2,068 | $583K |
| Red Mountain Financial, LLC | 0.62% | Reduce -2.1% | 2,066 | $583K |
| Summit Financial, LLC | 0.02% | Add +29.4% | 2,057 | $583K |
| Empower Advisory Group, LLC | 0.00% | Add +18.2% | 2,065 | $583K |
| Triangle Securities Wealth Management | 0.15% | Add +7.2% | 2,043 | $577K |
| Collaborative Wealth Managment Inc. | 0.26% | Reduce -1.8% | 2,036 | $575K |
| Western Wealth Management, LLC | 0.03% | Add +6.1% | 2,016 | $569K |
| Values Added Financial LLC | 0.36% | No change | 2,012 | $568K |
| Zhang Financial LLC | 0.04% | No change | 2,010 | $567K |
| Creekside Partners | 0.29% | Reduce -0.9% | 2,004 | $566K |
| Van Cleef Asset Management,Inc | 0.06% | New | 2,000 | $564K |
| AE Wealth Management LLC | 0.01% | Reduce -8.1% | 1,991 | $562K |
| Analyst IMS Investment Management Services Ltd. | 0.02% | No change | 1,980 | $559K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -5.9% | 1,977 | $558K |
| Diversify Wealth Management, LLC | 0.05% | Reduce -8.3% | 2,021 | $557K |
| Roundview Capital LLC | 0.04% | No change | 1,948 | $550K |
| Laidlaw Wealth Management LLC | 0.27% | Reduce -9.9% | 1,937 | $547K |
| Winch Advisory Services, LLC | 0.15% | Add +0.4% | 1,929 | $544K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +0.2% | 1,905 | $538K |
| New Century Financial Group, LLC | 0.20% | Add +18.0% | 1,902 | $537K |
| Beacon Financial Advisory LLC | 0.18% | Add +0.2% | 1,900 | $536K |
| Wedbush Securities Inc. | 0.02% | Reduce -5.0% | 1,888 | $533K |
| Bare Financial Services, Inc | 0.22% | Add +3.4% | 1,871 | $528K |
| Ayalon Insurance Comp Ltd. | 0.16% | No change | 1,863 | $527K |
| Ancora Advisors LLC | 0.01% | Add +0.2% | 1,865 | $526K |
| AlphaStar Capital Management, LLC | 0.04% | New | 1,857 | $524K |
| New Perspectives, Inc | 0.28% | No change | 1,832 | $517K |
| Vontobel Holding Ltd. | 0.00% | Reduce -32.2% | 1,830 | $516K |
| LexAurum Advisors, LLC | 0.11% | Reduce -8.8% | 1,826 | $515K |
| CGN Advisors LLC | 0.05% | New | 1,817 | $513K |
| Goelzer Investment Management, Inc. | 0.03% | No change | 1,817 | $513K |
| HRT Financial LP | 0.00% | Reduce -69.9% | 1,816 | $512K |
| Mainsail Asset Management, LLC | 0.38% | No change | 1,811 | $511K |
| SignalPoint Asset Management, LLC | 0.12% | Add +18.7% | 1,809 | $507K |
| Arlington Trust Co LLC | 0.11% | No change | 1,783 | $503K |
| Global Retirement Partners, LLC | 0.02% | Reduce -11.6% | 1,773 | $500K |
| SPC Financial, Inc. | 0.04% | Add +4.2% | 1,772 | $500K |
| Channel Wealth LLC | 0.16% | Add +0.6% | 1,765 | $498K |
| Private Client Services, LLC | 0.27% | Reduce -0.2% | 1,757 | $496K |
| BLB&B Advisors, LLC | 0.03% | Add +0.6% | 1,739 | $491K |
| QRG Capital Management, Inc. | 0.01% | Add +7.5% | 1,726 | $487K |
| Patten & Patten Inc. | 0.03% | No change | 1,721 | $486K |
| Summit Financial Strategies, Inc. | 0.05% | Add +7.8% | 1,718 | $485K |
| Haverford Trust Co | 0.00% | Add +13.9% | 1,709 | $482K |
| Crestwood Advisors Group, LLC | 0.01% | Add +26.8% | 1,708 | $482K |
| Pps&v Asset Management Consultants, Inc. | 0.33% | No change | 1,705 | $481K |
| Rehmann Capital Advisory Group | 0.03% | No change | 1,691 | $477K |
| WJ Interests, LLC | 0.21% | No change | 1,690 | $477K |
| Athena Investment Management | 0.27% | Add +1.4% | 1,677 | $473K |
| Round Rock Advisors LLC | 0.11% | No change | 1,673 | $472K |
| First Commonwealth Financial Corp | 0.11% | No change | 1,657 | $468K |
| Summit Place Financial Advisors, LLC | 0.26% | No change | 1,650 | $466K |
| American Institute for Advanced Investment Management, LLP | 0.33% | No change | 1,646 | $465K |
| Aspen Wealth Strategies, LLC | 0.30% | Reduce -6.0% | 1,635 | $462K |
| HBW Advisory Services LLC | 0.07% | Reduce -81.9% | 1,634 | $461K |
| Clark Capital Management Group, Inc. | 0.00% | Add +12.1% | 1,626 | $459K |
| Bessemer Group Inc. | 0.00% | No change | 1,616 | $456K |
| IVC Wealth Advisors LLC | 0.25% | No change | 1,612 | $455K |
| Accurate Wealth Management, LLC | 0.09% | Add +3.3% | 1,610 | $452K |
| Wedmont Private Capital | 0.03% | Add +13.4% | 1,630 | $450K |
| Vista Investment Management | 0.17% | Add +12.4% | 1,592 | $449K |
| Strategic Blueprint, LLC | 0.03% | Reduce -3.1% | 1,575 | $445K |
| Stableford Capital II LLC | 0.18% | No change | 1,577 | $444K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 1,575 | $444K |
| Regions Financial Corp. | 0.00% | No change | 1,570 | $443K |
| CMG Global Holdings, LLC | 0.25% | No change | 1,564 | $441K |
| Keybank National Association | 0.00% | Add +3.9% | 1,562 | $441K |
| Berkeley, Inc | 0.13% | Add +100.3% | 1,556 | $439K |
| River Wealth Advisors LLC | 0.06% | Reduce -1.2% | 1,552 | $438K |
| Blankinship & Foster, LLC | 0.11% | Reduce -8.7% | 1,552 | $438K |
| TBH Global Asset Management, LLC | 0.10% | No change | 1,544 | $436K |
| Journey Advisory Group, LLC | 0.05% | No change | 1,634 | $435K |
| Arthur M. Cohen & Associates, LLC | 0.08% | No change | 1,524 | $427K |
| Highland Capital Management, LLC | 0.02% | No change | 1,499 | $423K |
| Argent Trust Co | 0.02% | No change | 1,495 | $422K |
| Westfuller Advisors, LLC | 0.30% | — | 1,467 | $416K |
| Optas, LLC | 0.10% | Reduce -2.4% | 1,463 | $413K |
| Choreo, LLC | 0.01% | Add +4.5% | 1,472 | $413K |
| Avaii Wealth Management, LLC | 0.21% | Reduce -4.3% | 1,462 | $413K |
| Octavia Wealth Advisors, LLC | 0.05% | Reduce -2.9% | 1,452 | $411K |
| 360 Financial, Inc. | 0.15% | Reduce -5.6% | 1,444 | $407K |
| Fiera Capital Corp | 0.00% | No change | 1,441 | $407K |
| CENTRAL TRUST Co | 0.01% | No change | 1,436 | $405K |
| St Germain D J Co. Inc. | 0.02% | Reduce -4.0% | 1,436 | $405K |
| Capital Investment Advisors, LLC | 0.01% | No change | 1,427 | $403K |
| MinichMacGregor Wealth Management, LLC | 0.09% | Reduce -28.0% | 1,420 | $401K |
| TD Private Client Wealth LLC | 0.01% | Reduce -18.4% | 1,419 | $400K |
| Smart Money Group LLC | 0.14% | Add +0.4% | 1,481 | $400K |
| Beacon Capital Management, LLC | 0.06% | Reduce -2.8% | 1,407 | $397K |
| Panoramic Investment Advisors, LLC | 0.27% | — | 1,406 | $397K |
| Eagle Harbor Asset Management Inc. | 0.39% | No change | 1,402 | $396K |
| Corbyn Investment Management Inc. | 0.17% | No change | 1,396 | $394K |
| Wealthquest Corp | 0.03% | No change | 1,404 | $394K |
| Stelac Advisory Services LLC | 0.16% | No change | 1,391 | $391K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +4.1% | 1,384 | $391K |
| Chemistry Wealth Management LLC | 0.09% | Reduce -0.2% | 1,380 | $389K |
| GSG Advisors LLC | 0.13% | No change | 1,385 | $388K |
| HHM Wealth Advisors, LLC | 0.05% | No change | 1,365 | $385K |
| Spinnaker Investment Group, LLC | 0.09% | New | 1,357 | $383K |
| McAdam, LLC | 0.02% | Reduce -13.9% | 1,354 | $382K |
| Compass Financial Group, INC | 0.07% | Add +1.4% | 1,352 | $382K |
| Noesis Capital Mangement Corp. | 0.08% | No change | 1,351 | $381K |
| Vertex Planning Partners, LLC | 0.09% | No change | 1,339 | $378K |
| Glass Jacobson Investment Advisors llc | 0.12% | Reduce -7.8% | 1,334 | $376K |
| Garde Capital, Inc. | 0.02% | Reduce -11.5% | 1,329 | $375K |
| GeoWealth Management, LLC | 0.01% | New | 1,326 | $374K |
| Advisors Management Group Inc. | 0.09% | No change | 1,324 | $374K |
| Fiduciary Alliance LLC | 0.05% | Add +13.8% | 1,312 | $370K |
| Gray Foundation | 0.11% | No change | 1,310 | $370K |
| Grant/GrossMendelsohn, LLC | 0.16% | No change | 1,300 | $368K |
| Associated Banc-Corp | 0.01% | Add +0.3% | 1,303 | $368K |
| Capital Management Associates, Inc | 0.15% | Reduce -3.9% | 1,301 | $367K |
| Legacy Edge Advisors, LLC | 0.06% | No change | 1,299 | $367K |
| BOS Asset Management, LLC | 0.13% | Add +1.3% | 1,289 | $364K |
| Seamount Financial Group Inc. | 0.27% | Add +0.2% | 1,288 | $364K |
| Sweeney & Michel, LLC | 0.14% | Add +0.3% | 1,291 | $363K |
| Atlas Financial Advisors, Inc. | 0.57% | Add +28.6% | 1,280 | $361K |
| Arkos Global Advisors | 0.05% | No change | 1,274 | $360K |
| Raymond James Trust N.A. | 0.01% | Add +15.8% | 1,270 | $358K |
| Heritage Wealth Advisors | 0.02% | No change | 1,262 | $356K |
| Sonata Capital Group Inc. | 0.15% | Reduce -13.8% | 1,255 | $354K |
| Aviso Financial Inc. | 0.02% | Add +30.0% | 1,252 | $353K |
| First Bancorp, Inc | 0.25% | No change | 1,250 | $353K |
| Park Edge Advisors, LLC | 0.10% | No change | 1,245 | $351K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -5.5% | 1,244 | $351K |
| Financial Consulate, Inc. | 0.09% | New | 1,243 | $351K |
| KPP Advisory Services LLC | 0.08% | Reduce -27.0% | 1,242 | $350K |
| Orion Capital Management LLC | 0.17% | Add +24.0% | 1,240 | $350K |
| Summit Asset Management, LLC | 0.04% | Reduce -5.0% | 1,237 | $349K |
| Ieq Capital, LLC | 0.00% | Add +0.1% | 1,234 | $348K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +29.2% | 1,227 | $347K |
| Ironsides Asset Advisors, LLC | 0.10% | No change | 1,225 | $346K |
| Sandy Spring Bank | 0.01% | Add +0.1% | 1,219 | $344K |
| Faithward Advisors, LLC | 0.06% | Add +29.1% | 1,217 | $343K |
| ProVise Management Group, LLC | 0.03% | Add +0.1% | 1,213 | $342K |
| Rothschild Investment LLC | 0.02% | No change | 1,209 | $341K |
| DF Dent & Co. Inc. | 0.00% | No change | 1,204 | $340K |
| Venturi Wealth Management, LLC | 0.02% | New | 1,203 | $339K |
| Shepherd Financial Partners LLC | 0.04% | No change | 1,201 | $339K |
| Hobart Private Capital, LLC | 0.09% | Add +2.3% | 1,199 | $338K |
| KMG Fiduciary Partners, LLC | 0.03% | Add +1.9% | 1,198 | $338K |
| Aurora Private Wealth, Inc. | 0.26% | Reduce -18.6% | 1,181 | $333K |
| Keystone Financial Group | 0.04% | New | 1,174 | $331K |
| Farther Finance Advisors, LLC | 0.01% | Add +100.5% | 1,173 | $331K |
| Mission Creek Capital Partners, Inc. | 0.08% | Add +0.9% | 1,167 | $329K |
| Moller Wealth Partners | 0.08% | Add +0.3% | 1,167 | $329K |
| Insight Advisors, LLC/ PA | 0.06% | Add +0.1% | 1,167 | $329K |
| Owen LaRue, LLC | 0.17% | No change | 1,163 | $328K |
| Financial Counselors Inc. | 0.00% | No change | 1,159 | $327K |
| Mosaic Financial Group, LLC | 0.23% | No change | 1,154 | $326K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -0.3% | 1,152 | $325K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -3.3% | 1,140 | $323K |
| Spirepoint Private Client, LLC | 0.04% | No change | 1,135 | $320K |
| Compass Advisory Group LLC | 0.12% | Reduce -0.1% | 1,130 | $320K |
| ALM First Financial Advisors, LLC | 0.08% | No change | 1,389 | $319K |
| Moseley Investment Management Inc. | 0.13% | Reduce -10.7% | 1,131 | $319K |
| Hanson & Doremus Investment Management | 0.05% | No change | 1,123 | $317K |
| Guardian Asset Advisors, LLC | 0.22% | No change | 1,122 | $317K |
| Dopkins Wealth Management, LLC | 0.26% | Reduce -0.9% | 1,122 | $317K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 1,120 | $316K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 1,122 | $316K |
| Ellis Investment Partners, LLC | 0.06% | Add +0.4% | 1,107 | $312K |
| Berger Financial Group, Inc | 0.02% | Reduce -17.2% | 1,104 | $312K |
| Kellett Wealth Advisors, LLC | 0.22% | No change | 1,102 | $311K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | No change | 1,097 | $310K |
| Sovereign Financial Group, Inc. | 0.07% | Reduce -1.5% | 1,097 | $309K |
| JB Capital LLC | 0.02% | Reduce -0.4% | 1,094 | $309K |
| LifeSteps Financial, Inc. | 0.24% | No change | 1,087 | $307K |
| Harbor Investment Advisory, LLC | 0.03% | Add +4.8% | 1,087 | $307K |
| Greenhouse Wealth Management, LLC | 0.21% | Add +0.3% | 1,086 | $307K |
| Marcum Wealth, LLC | 0.03% | No change | 1,085 | $306K |
| Assetmark, Inc. | 0.00% | Add +82.6% | 1,081 | $305K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -0.3% | 1,125 | $303K |
| 1900 Wealth Management LLC | 0.03% | No change | 1,074 | $303K |
| Prudent Investors Network, Inc. | 0.09% | Reduce -12.9% | 1,073 | $303K |
| Plancorp, LLC | 0.01% | New | 1,065 | $301K |
| Peregrine Asset Advisers, Inc. | 0.10% | No change | 1,062 | $300K |
| Callahan Advisors, LLC | 0.03% | No change | 1,061 | $299K |
| Gemmer Asset Management LLC | 0.03% | Add +0.5% | 1,061 | $299K |
| Evolution Wealth Advisors, LLC | 0.05% | No change | 1,060 | $299K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 1,060 | $299K |
| Lazari Capital Management, Inc. | 0.13% | Add +11.8% | 1,057 | $298K |
| Zevin Asset Management LLC | 0.05% | No change | 1,049 | $296K |
| RVW Wealth, LLC | 0.03% | No change | 1,045 | $295K |
| TrinityPoint Wealth, LLC | 0.04% | Reduce -3.8% | 1,045 | $295K |
| Magnus Financial Group LLC | 0.03% | Add +3.0% | 1,045 | $295K |
| Lee Danner & Bass Inc. | 0.02% | No change | 1,041 | $294K |
| American National Bank & Trust | 0.03% | Add +6.7% | 1,036 | $292K |
| Obsidian Cio, LLC | 0.06% | Add +2.0% | 1,033 | $292K |
| Aspiriant, LLC | 0.01% | Add +22.5% | 1,033 | $292K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Reduce -2.2% | 1,021 | $288K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.14% | Add +0.3% | 1,017 | $287K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +0.4% | 1,033 | $287K |
| Smith Salley Wealth Management | 0.02% | Add +22.2% | 1,014 | $286K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +0.7% | 1,010 | $285K |
| Canvas Wealth Advisors, LLC | 0.08% | No change | 1,005 | $285K |
| Signal Advisors Wealth, LLC | 0.04% | New | 1,008 | $284K |
| MN Wealth Advisors, LLC | 0.16% | Reduce -8.7% | 1,005 | $284K |
| Nwam LLC | 0.02% | New | 1,000 | $282K |
| Wilson & Boucher Capital Management, LLC | 0.19% | No change | 1,000 | $282K |
| FNY Investment Advisers, LLC | 0.14% | New | 1,000 | $282K |
| Betterment LLC | 0.00% | Add +16.8% | 1,000 | $282K |
| Financial Partners Group, Inc | 0.04% | Add +0.1% | 997 | $281K |
| Park Avenue Securities LLC | 0.00% | Add +18.7% | 996 | $281K |
| Westshore Wealth, LLC | 0.11% | Reduce -13.9% | 990 | $279K |
| Etfidea, LLC | 0.09% | Reduce -6.6% | 989 | $279K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -2.6% | 986 | $278K |
| WFA Asset Management Corp | 0.15% | Add +0.3% | 985 | $278K |
| Strategic Financial Concepts, LLC | 0.09% | Reduce -97.6% | 980 | $277K |
| Riverpoint Wealth Management Holdings, LLC | 0.07% | Add +0.3% | 977 | $276K |
| Smith, Moore & Co. | 0.03% | Reduce -3.3% | 975 | $275K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -13.9% | 973 | $275K |
| Enclave Advisors LLC | 0.05% | — | 973 | $275K |
| Family Firm, Inc. | 0.06% | Add +0.7% | 968 | $273K |
| Procyon Advisors, LLC | 0.02% | No change | 966 | $273K |
| Evermay Wealth Management LLC | 0.04% | Reduce -73.8% | 964 | $272K |
| HUB Investment Partners, LLC | 0.01% | Add +26.2% | 963 | $272K |
| Signaturefd, LLC | 0.01% | Reduce -26.6% | 956 | $270K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | New | 950 | $269K |
| Lynx Investment Advisory | 0.19% | Reduce -1.6% | 953 | $269K |
| Hardin Capital Partners, LLC | 0.15% | Reduce -15.1% | 965 | $268K |
| Selective Wealth Management, Inc. | 0.11% | Reduce -0.9% | 965 | $268K |
| Elevation Point Wealth Partners, LLC | 0.03% | New | 948 | $268K |
| BCM Advisors, LLC | 0.06% | Reduce -32.0% | 988 | $267K |
| Cypress Wealth Services, LLC | 0.05% | Add +0.1% | 940 | $265K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 939 | $265K |
| Franklin Resources Inc. | 0.00% | Reduce -53.7% | 932 | $264K |
| Taylor & Morgan Wealth Management, LLC | 0.18% | Add +17.0% | 935 | $264K |
| D.B. Root & Company, LLC | 0.09% | No change | 932 | $263K |
| Caldwell Trust Co | 0.03% | No change | 930 | $262K |
| Busey Bank | 0.01% | Reduce -8.8% | 930 | $262K |
| O'Dell Group, LLC | 0.06% | No change | 922 | $260K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -1.5% | 919 | $259K |
| Promethium Advisors,llc | 0.18% | — | 915 | $259K |
| Inspirion Wealth Advisors, LLC | 0.04% | Reduce -31.7% | 918 | $259K |
| Ledyard National Bank | 0.02% | No change | 917 | $259K |
| Journey Strategic Wealth LLC | 0.01% | New | 916 | $258K |
| Hollencrest Capital Management | 0.01% | No change | 915 | $258K |
| Blue Bell Private Wealth Management, LLC | 0.05% | No change | 914 | $258K |
| Birchcreek Wealth Management, LLC | 0.17% | Reduce -48.7% | 912 | $257K |
| Centric Wealth Management | 0.07% | Add +0.1% | 940 | $257K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.04% | Reduce -1.7% | 910 | $257K |
| Warwick Investment Management, Inc. | 0.06% | No change | 909 | $257K |
| NorthStar Asset Management LLC | 0.17% | Reduce -6.6% | 908 | $256K |
| Verus Capital Partners, LLC | 0.03% | Reduce -19.1% | 906 | $256K |
| Lodestar Private Asset Management LLC | 0.03% | No change | 906 | $256K |
| Trek Financial, LLC | 0.02% | No change | 904 | $255K |
| Columbia Asset Management | 0.04% | No change | 900 | $254K |
| Bison Wealth, LLC | 0.04% | Reduce -12.7% | 896 | $253K |
| Planned Solutions, Inc. | 0.10% | No change | 895 | $253K |
| Bristlecone Advisors, LLC | 0.02% | No change | 895 | $253K |
| Rockland Trust Co. | 0.01% | No change | 894 | $252K |
| Fulton Bank, N.A. | 0.01% | No change | 892 | $252K |
| Monterey Private Wealth, Inc. | 0.09% | New | 890 | $251K |
| Bluespring Wealth Management, LLC | 0.03% | No change | 886 | $251K |
| Fortitude Advisory Group L.L.C. | 0.16% | Add +0.1% | 887 | $250K |
| Roger Wittlin Investment Advisory, LLC | 0.14% | Add +0.5% | 886 | $250K |
| Sterling Investment Counsel, LLC | 0.09% | No change | 867 | $245K |
| Soltis Investment Advisors LLC | 0.02% | New | 866 | $244K |
| Naples Global Advisors, LLC | 0.02% | Add +5.5% | 850 | $240K |
| First Trust Direct Indexing L.P. | 0.01% | New | 851 | $240K |
| Cypress Capital, LLC | 0.06% | No change | 847 | $239K |
| Chapin Davis, Inc. | 0.08% | No change | 844 | $238K |
| Moors & Cabot, Inc. | 0.01% | Reduce -2.7% | 836 | $236K |
| Advisor OS, LLC | 0.02% | Reduce -11.7% | 831 | $234K |
| Glen Eagle Advisors, LLC | 0.04% | Reduce -3.1% | 829 | $234K |
| Kavar Capital Partners Group, LLC | 0.04% | No change | 825 | $233K |
| Ascent Wealth Partners, LLC | 0.03% | No change | 825 | $233K |
| Ignite Planners, LLC | 0.05% | No change | 824 | $233K |
| Palisade Capital Management, LP | 0.01% | New | 824 | $233K |
| Capital Square, LLC | 0.14% | Add +4.1% | 820 | $232K |
| Coppell Advisory Solutions LLC | 0.03% | Add +3.7% | 822 | $230K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 811 | $229K |
| Smith Anglin Financial, LLC | 0.02% | Add +0.3% | 810 | $229K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -1.4% | 804 | $227K |
| Next Level Private LLC | 0.09% | Add +0.4% | 803 | $227K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -5.9% | 799 | $226K |
| Activest Wealth Management | 0.07% | No change | 802 | $226K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 800 | $226K |
| Resolute Advisors LLC | 0.05% | Add +0.4% | 795 | $225K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 796 | $225K |
| Carolinas Wealth Consulting LLC | 0.04% | Add +0.3% | 788 | $223K |
| Evercore Wealth Management, LLC | 0.00% | Reduce -11.3% | 788 | $222K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +0.1% | 792 | $222K |
| Weatherly Asset Management L. P. | 0.02% | No change | 784 | $222K |
| Evanson Asset Management, LLC | 0.02% | Add +0.1% | 785 | $222K |
| Total Clarity Wealth Management, Inc. | 0.07% | Reduce -2.6% | 783 | $221K |
| Amundi | 0.00% | No change | 793 | $220K |
| McCarthy Asset Management, Inc. | 0.14% | Reduce -3.4% | 779 | $220K |
| Kingsview Wealth Management, LLC | 0.00% | New | 779 | $220K |
| Advisory Alpha, LLC | 0.01% | Reduce -5.1% | 776 | $219K |
| Meridian Financial Advisors, LLC | 0.15% | No change | 774 | $218K |
| Catalina Capital Group, LLC | 0.07% | New | 765 | $216K |
| Sawgrass Asset Management LLC | 0.02% | No change | 765 | $216K |
| First National Trust Co | 0.01% | Add +0.1% | 762 | $215K |
| MKT Advisors LLC | 0.10% | No change | 767 | $215K |
| Wesbanco Bank Inc. | 0.01% | Reduce -21.0% | 760 | $214K |
| A. D. Beadell Investment Counsel, Inc. | 0.17% | No change | 760 | $214K |
| Beacon Bridge Wealth Partners, LLC | 0.09% | No change | 758 | $214K |
| Bridgewealth Advisory Group, LLC | 0.08% | Reduce -7.4% | 754 | $213K |
| Millennium Capital Advisors, LLC | 0.14% | No change | 752 | $212K |
| Regent Peak Wealth Advisors LLC | 0.05% | Reduce -1.2% | 752 | $212K |
| Marshall Wace, LLP | 0.00% | Reduce -89.3% | 751 | $212K |
| Brookmont Capital Management | 0.11% | New | 750 | $212K |
| Americana Partners, LLC | 0.01% | Reduce -3.5% | 749 | $211K |
| Moneco Advisors, LLC | 0.03% | New | 744 | $210K |
| Narus Financial Partners, LLC | 0.07% | New | 737 | $208K |
| Tompkins Financial Corp. | 0.02% | Reduce -1.5% | 736 | $208K |
| Millennium Management | 0.00% | New | 735 | $207K |
| McClarren Financial Advisors, Inc. | 0.03% | Reduce -54.0% | 734 | $207K |
| NavPoint Financial, Inc. | 0.17% | New | 733 | $207K |
| Mystic Asset Management, Inc. | 0.08% | Reduce -9.2% | 730 | $206K |
| Strategic Investment Solutions, Inc. | 0.06% | Add +3.0% | 729 | $206K |
| Stratos Investment Management, LLC | 0.01% | New | 721 | $204K |
| Briaud Financial Planning Inc | 0.10% | No change | 716 | $202K |
| Acorn Financial Advisory Services Inc. | 0.04% | New | 712 | $201K |
| Bell Bank | 0.02% | New | 710 | $200K |
| Pinnacle Bancorp, Inc. | 0.05% | Reduce -14.4% | 709 | $200K |
| Hazlett, Burt & Watson, Inc. | 0.09% | No change | 704 | $199K |
| Tortoise Investment Management, LLC | 0.02% | Add +15.1% | 700 | $198K |
| Vestor Capital, LLC | 0.01% | Add +143.6% | 670 | $189K |
| AllSquare Wealth Management LLC | 0.11% | No change | 669 | $189K |
| WASHINGTON TRUST Co | 0.01% | Add +31.2% | 656 | $185K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -24.2% | 650 | $183K |
| Global Wealth Strategies & Associates | 0.06% | Reduce -0.6% | 627 | $177K |
| Bray Capital Advisors | 0.04% | Add +0.2% | 616 | $174K |
| BlackRock, Inc. | 0.00% | — | 611 | $172K |
| EPG Wealth Management LLC | 0.04% | Add +0.0% | 610 | $172K |
| Progressive Investment Management Corp | 0.04% | No change | 600 | $169K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 592 | $167K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -1.4% | 585 | $165K |
| Eastern Bank | 0.00% | New | 583 | $165K |
| S.A. Mason LLC | 0.08% | No change | 564 | $159K |
| Spirit of America Management Corp. | 0.03% | Reduce -6.2% | 559 | $158K |
| Rice Partnership, LLC | 0.03% | No change | 559 | $158K |
| Smartleaf Asset Management LLC | 0.02% | No change | 560 | $157K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.2% | 536 | $151K |
| Y.D. More Investments Ltd | 0.02% | Reduce -7.0% | 530 | $150K |
| Armor Investment Advisors, LLC | 0.06% | No change | 521 | $147K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 510 | $144K |
| UMB Bank, n.a. | 0.00% | No change | 509 | $144K |
| Voisard Asset Management Group, Inc. | 0.06% | No change | 506 | $143K |
| Stuart Chaussee & Associates, Inc. | 0.04% | New | 489 | $138K |
| Horizon Bancorp Inc. | 0.06% | No change | 481 | $136K |
| Solstein Capital, LLC | 0.07% | No change | 470 | $133K |
| Cape Investment Advisory, Inc. | 0.05% | No change | 458 | $129K |
| Cassady Schiller Wealth Management, LLC | 0.05% | No change | 450 | $127K |
| Atticus Wealth Management, LLC | 0.04% | Add +0.2% | 445 | $126K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | Reduce -23.3% | 435 | $123K |
| Davis Capital Management | 0.10% | No change | 434 | $122K |
| Russell Investments Group, Ltd. | 0.00% | Add +30.7% | 417 | $118K |
| Archer Investment Corp | 0.03% | No change | 415 | $117K |
| WFA of San Diego, LLC | 0.10% | No change | 410 | $116K |
| Transcendent Capital Group LLC | 0.06% | No change | 404 | $114K |
| Basso Capital Management, L.P. | 0.10% | Reduce -58.8% | 398 | $112K |
| Mitchell Sinkler & Starr | 0.03% | No change | 390 | $110K |
| SG Americas Securities, LLC | 0.00% | No change | 390 | $110K |
| Fairscale Capital, LLC | 0.10% | Reduce -13.0% | 387 | $110K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 386 | $109K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 376 | $106K |
| Aspect Partners, LLC | 0.06% | No change | 373 | $105K |
| Private Capital Management LLC | 0.02% | Reduce -30.0% | 357 | $101K |
| Sound Income Strategies, LLC | 0.01% | Add +669.6% | 354 | $100K |
| Sittner & Nelson, LLC | 0.04% | No change | 352 | $99K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 340 | $96K |
| Missouri Trust & Investment Co | 0.03% | Reduce -15.2% | 335 | $95K |
| Piscataqua Savings Bank | 0.08% | No change | 329 | $93K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.04% | No change | 325 | $92K |
| NBT Bank, N.A. | 0.01% | Add +0.3% | 326 | $92K |
| Bull Oak Capital, LLC | 0.05% | New | 321 | $91K |
| Resources Management Corp. /CT/ | 0.01% | Reduce -4.5% | 319 | $90K |
| Deutsche Bank AG | 0.00% | Reduce -84.3% | 317 | $89K |
| Key Financial Inc | 0.02% | No change | 316 | $89K |
| PSI Advisors, LLC | 0.03% | No change | 310 | $87K |
| Clean Yield Group | 0.03% | No change | 300 | $85K |
| Hartford Financial Management Inc. | 0.02% | No change | 300 | $85K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 300 | $85K |
| Citizens National Bank Trust Department | 0.02% | No change | 298 | $84K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 294 | $83K |
| Bogart Wealth, LLC | 0.00% | Reduce -3.3% | 294 | $83K |
| Pathway Financial Advisers, LLC | 0.04% | Reduce -0.3% | 288 | $81K |
| Iron Horse Wealth Management, LLC | 0.03% | No change | 285 | $80K |
| Nvwm, LLC | 0.02% | No change | 275 | $78K |
| Country Trust Bank | 0.00% | No change | 274 | $77K |
| Wintrust Investments LLC | 0.06% | Reduce -91.2% | 269 | $75K |
| Founders Capital Management | 0.04% | No change | 259 | $73K |
| City Holding Co. | 0.01% | No change | 259 | $73K |
| Pflug Koory, LLC | 0.00% | — | 257 | $73K |
| First Horizon Advisors, Inc. | 0.00% | No change | 254 | $72K |
| McIlrath & Eck, LLC | 0.01% | No change | 254 | $72K |
| First Personal Financial Services | 0.01% | No change | 250 | $71K |
| Crewe Advisors LLC | 0.01% | No change | 250 | $71K |
| Abound Wealth Management | 0.02% | Add +62.8% | 249 | $70K |
| Security National Bank | 0.01% | No change | 249 | $70K |
| Castleview Partners, LLC | 0.04% | Add +0.4% | 245 | $69K |
| Gables Capital Management Inc. | 0.03% | No change | 242 | $68K |
| Private Trust Co. NA | 0.01% | Reduce -8.4% | 239 | $67K |
| Investors Research Corp | 0.01% | Reduce -6.4% | 233 | $66K |
| Lanark Financial, Inc. | 0.01% | Add +0.9% | 230 | $64K |
| Montag A & Associates Inc. | 0.00% | No change | 221 | $63K |
| Robinswood Financial LLC | 0.02% | No change | 214 | $60K |
| Parkside Financial Bank & Trust | 0.01% | No change | 208 | $59K |
| Operose Advisors LLC | 0.02% | New | 200 | $56K |
| MCF Advisors LLC | 0.00% | No change | 200 | $56K |
| Integrity Financial Corp | 0.03% | Reduce -42.4% | 196 | $55K |
| Center for Financial Planning, Inc. | 0.01% | No change | 187 | $53K |
| Sunbelt Securities, Inc. | 0.00% | Add +70.2% | 177 | $50K |
| Main Street Group, LTD | 0.02% | Reduce -4.5% | 170 | $48K |
| Mascoma Wealth Management LLC | 0.01% | Reduce -12.9% | 169 | $48K |
| Simplex Trading, LLC | 0.00% | New | 169 | $47K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +0.6% | 164 | $46K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 160 | $45K |
| Hilltop National Bank | 0.01% | No change | 158 | $45K |
| Tidemark, LLC | 0.02% | No change | 156 | $44K |
| Roble, Belko & Company, Inc | 0.01% | No change | 155 | $44K |
| Colonial Trust Co / SC | 0.01% | No change | 150 | $42K |
| Tsfg, LLC | 0.01% | Add +80.3% | 146 | $41K |
| SouthState Bank Corp | 0.00% | No change | 136 | $38K |
| PFS Partners, LLC | 0.02% | Reduce -0.8% | 128 | $36K |
| Valley National Advisers Inc. | 0.01% | No change | 131 | $36K |
| Larson Financial Group LLC | 0.00% | Reduce -61.9% | 123 | $35K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -20.3% | 122 | $34K |
| Atwood & Palmer Inc. | 0.00% | No change | 121 | $34K |
| Maryland Capital Advisors Inc. | 0.02% | Add +0.9% | 116 | $33K |
| Monetary Management Group Inc. | 0.01% | No change | 115 | $32K |
| Johnson Financial Group, Inc. | 0.00% | New | 107 | $30K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 106 | $30K |
| Northwest Financial Advisors | 0.02% | New | 105 | $30K |
| Costello Asset Management, INC | 0.02% | No change | 101 | $29K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 100 | $28K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 100 | $28K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 100 | $28K |
| Halpern Financial, Inc. | 0.01% | No change | 100 | $28K |
| Proffitt & Goodson Inc. | 0.00% | New | 94 | $27K |
| Caitlin John, LLC | 0.02% | No change | 93 | $25K |
| Bfsg, LLC | 0.00% | No change | 80 | $23K |
| Legacies Wealth LLC | 0.02% | No change | 75 | $21K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 75 | $21K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 74 | $21K |
| Blue Trust, Inc. | 0.00% | New | 78 | $21K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 71 | $20K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 69 | $20K |
| Kings Path Partners LLC | 0.01% | Reduce -8.3% | 66 | $19K |
| United Community Bank | 0.01% | No change | 66 | $19K |
| Coston, McIsaac & Partners | 0.01% | No change | 64 | $18K |
| FWL Investment Management, LLC | 0.01% | New | 61 | $17K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | New | 60 | $17K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 59 | $17K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 59 | $17K |
| Empirical Asset Management, LLC | 0.01% | Reduce -0.4% | 10,750 | $16K |
| Barclays PLC | 0.00% | No change | 55 | $16K |
| Hexagon Capital Partners LLC | 0.00% | No change | 54 | $15K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 53 | $15K |
| SYM FINANCIAL Corp | 0.00% | No change | 53 | $15K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -1.9% | 52 | $15K |
| Peterson Financial Group, Inc. | 0.06% | New | 51 | $14K |
| Horizons Wealth Management | 0.01% | No change | 50 | $14K |
| Continuum Advisory, LLC | 0.00% | Reduce -5.5% | 52 | $14K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 49 | $14K |
| Future Financial Wealth Managment LLC | 0.01% | New | 46 | $13K |
| Independence Bank of Kentucky | 0.00% | Reduce -71.9% | 45 | $13K |
| Providence Capital Advisors, LLC | 0.00% | No change | 45 | $13K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 41 | $11K |
| NFSG Corp | 0.00% | No change | 40 | $11K |
| Howe & Rusling Inc. | 0.00% | No change | 40 | $11K |
| Lindbrook Capital, LLC | 0.00% | New | 40 | $11K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 39 | $11K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 38 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | Add +2.8% | 37 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 36 | $10K |
| Arcadia Investment Management Corp. | 0.00% | No change | 35 | $10K |
| 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 |
| CNB Bank | 0.00% | No change | 28 | $8K |
| Ridgewood Investments LLC | 0.00% | No change | 27 | $8K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 26 | $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 | $7K |
| Zeit Capital LLC | 0.00% | No change | 21 | $6K |
| Silicon Valley Capital Partners | 0.00% | No change | 21 | $6K |
| Global Trust Asset Management, LLC | 0.00% | No change | 19 | $5K |
| Gen-Wealth Partners Inc | 0.00% | New | 18 | $5K |
| Northwest Capital Management Inc | 0.00% | No change | 16 | $5K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 12 | $3K |
| Red Tortoise LLC | 0.00% | No change | 10 | $3K |
| Safe Harbor Fiduciary, LLC | 0.00% | — | 10 | $3K |
| Byrne Asset Management LLC | 0.00% | No change | 10 | $3K |
| Louisbourg Investments Inc. | 0.00% | No change | 7 | $2K |
| Claris Advisors, LLC / Mo / | 0.00% | New | 6 | $2K |
| Oarsman Capital, Inc. | 0.00% | New | 5 | $1K |
| FSA Wealth Management LLC | 0.00% | — | 4 | $1K |
| Avion Wealth | 0.00% | No change | 5 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -66.7% | 2 | $564 |
| Earned Wealth Advisors, LLC | 0.00% | New | 1 | $282 |
"% of holder's portfolio" is VHT's weight in each manager's 13F, not the share of Vanguard Health Care ETF the manager owns.