Vanguard Health Care ETFVHTETF

13F holders, Q4 2024 (December 31)
1,057holders +27
51new positions
84sold out
5famous investors
$253.07avg. 13F price*

At the end of Q4 2024, 1,057 institutions reported holding Vanguard Health Care ETF (VHT) in their 13F filings, up 27 from Q3 2024. 51 opened new positions and 84 sold out. The largest holders were Bank of America Corp. ($456.2M), Morgan Stanley ($402.7M) and UBS Group AG ($323.7M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions51$89.7M
Exits84$108.6M

All 13F filers, Q3 2024 → Q4 2024: 1,444,624 shares bought and 1,716,579 shares sold, net −271,955 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,057 holders

Bank of America Corp. 0.04% Add +14.8% 1,798,164 $456.2M
Morgan Stanley 0.03% Reduce -1.2% 1,587,371 $402.7M
UBS Group AG 0.07% Reduce -5.4% 1,275,903 $323.7M
PGIM Custom Harvest LLC 4.98% Reduce -5.9% 1,004,136 $254.7M
Wells Fargo & Company 0.06% Add +7.0% 954,123 $242.1M
Harel Insurance Investments & Financial Services Ltd. 3.16% No change 759,229 $192.6M
Everett Harris & Co. 2.40% Add +0.4% 747,876 $189.7M
LPL Financial LLC 0.08% Add +7.0% 743,629 $188.7M
Ameriprise Financial Inc. 0.03% Reduce -5.9% 522,047 $132.4M
Raymond James Financial Inc. 0.05% — 481,695 $122.2M
Royal Bank of Canada 0.03% Reduce -10.7% 463,020 $117.5M
Northwestern Mutual Wealth Management Co. 0.09% Reduce -16.1% 410,536 $104.1M
Beacon Capital Management, Inc. 4.47% Reduce -27.3% 406,783 $103.2M
Envestnet Asset Management Inc. 0.03% Reduce -18.6% 377,559 $95.8M
Cetera Investment Advisers 0.16% Reduce -5.1% 299,717 $76.0M
Manufacturers Life Insurance Company, The 0.07% Add +10.8% 292,448 $74.2M
Morningstar Investment Management LLC 5.50% Add +4.1% 274,766 $69.7M
Janney Montgomery Scott LLC 0.18% Reduce -7.5% 260,075 $66.0M
JPMorgan Chase & Co. 0.01% Add +2.6% 254,843 $64.7M
Commonwealth Equity Services, LLC 0.09% Reduce -9.1% 252,907 $64.2M
Stifel Financial Corp. 0.05% Reduce -1.0% 189,876 $48.2M
Osaic Holdings, Inc. 0.10% Add +23.3% 243,581 $46.3M
PNC Financial Services Group, Inc. 0.03% Reduce -0.6% 171,797 $43.6M
Invictus Private Wealth, LLC 3.05% Add +4.9% 158,173 $40.1M
MAI Capital Management 0.29% Add +19.8% 151,111 $38.3M
Essential Planning, LLC. 0.25% Add +5832.7% 140,248 $37.8M
M&T Bank Corp 0.12% Reduce -5.3% 143,464 $36.4M
Allied Investment Advisors, LLC 7.01% Add +1.8% 137,107 $34.8M
Armstrong Advisory Group, Inc. 2.69% Add +2.6% 132,711 $33.7M
Cambridge Investment Research Advisors, Inc. 0.11% Reduce -33.1% 128,666 $32.6M
Agf Management Ltd. 0.16% Reduce -2.9% 127,944 $32.5M
MML Investors Services, LLC 0.11% Reduce -2.9% 127,699 $32.4M
Cerity Partners LLC 0.07% Reduce -1.4% 118,941 $30.2M
Two Sigma Investments, LP 0.07% Add +255.6% 117,700 $29.9M
Rockefeller Capital Management L.P. 0.08% Add +18.4% 116,894 $29.6M
KCM Investment Advisors LLC 0.92% Reduce -0.4% 104,835 $26.6M
Quadrature Capital Ltd 0.52% New 101,461 $25.7M
Captrust Financial Advisors 0.07% Add +5.4% 94,727 $24.0M
Peapack Gladstone Financial Corp. 0.35% Add +0.9% 94,203 $23.9M
First Manhattan Co. Llc. 0.07% No change 92,057 $23.4M
Truist Financial Corp. 0.04% Add +2.5% 88,684 $22.5M
Capital Advantage, Inc. 4.08% Reduce -2.9% 88,320 $22.4M
HighTower Advisors, LLC 0.03% Reduce -16.6% 79,016 $20.0M
Janus Henderson Group PLC 0.01% New 78,335 $19.9M
Focus Partners Wealth 0.05% Add +746.3% 77,578 $19.7M
Stratos Wealth Partners, LTD. 0.28% Add +2.2% 77,561 $19.7M
CW Advisors, LLC 0.27% Reduce -2.5% 77,086 $19.6M
Kestra Advisory Services, LLC 0.11% Reduce -10.3% 77,034 $19.5M
Mariner, LLC 0.03% Reduce -1.1% 73,845 $18.7M
WBH Advisory Inc. 1.71% Add +0.6% 72,503 $18.4M
Avantax Advisory Services, Inc. 0.11% Reduce -2.1% 71,205 $18.1M
Creative Planning 0.02% Reduce -7.0% 67,073 $17.0M
Marotta Asset Management 3.55% Add +1.6% 66,832 $17.0M
Main Management LLC 1.37% Reduce -6.7% 66,236 $16.8M
Chai Trust Co. LLC 0.83% Add +1.9% 63,033 $16.0M
Wheelhouse Advisory Group LLC 9.25% Add +9.5% 61,448 $15.6M
Full Sail Capital, LLC 0.95% Add +2.1% 59,011 $15.0M
Goldman Sachs Group Inc. 0.00% Reduce -52.3% 55,347 $14.0M
Royal Fund Management, LLC 1.51% Add +4.6% 54,252 $13.9M
Lido Advisors, LLC 0.09% Add +6.8% 53,399 $13.5M
Integrated Wealth Concepts LLC 0.16% Add +2.1% 52,978 $13.4M
Estate Counselors, LLC 1.44% New 52,970 $13.4M
Edmond DE Rothschild Holding S.A. 0.22% No change 51,503 $13.1M
Dakota Wealth Management 0.30% Reduce -1.7% 51,151 $13.0M
Atria Wealth Solutions, Inc. 0.14% Reduce -24.8% 49,868 $12.7M
Cedar Mountain Advisors, LLC 2.65% Reduce -4.4% 47,541 $12.1M
Baird Financial Group, Inc. 0.02% Add +5.6% 47,506 $12.1M
Bordeaux Wealth Advisors LLC 1.91% Reduce -1.7% 46,932 $11.9M
Corient Private Wealth LP 0.02% Reduce -7.7% 47,623 $11.7M
Private Advisor Group, LLC 0.07% Reduce -1.5% 45,802 $11.6M
Adaptive Financial Consulting, LLC 4.29% Reduce -0.3% 40,804 $10.4M
FMR LLC 0.00% Reduce -0.8% 40,737 $10.3M
Atlas Capital Advisors Inc. 1.28% Reduce -7.6% 39,619 $10.1M
Principal Securities, Inc. 0.23% Add +0.3% 39,572 $10.0M
New England Private Wealth Advisors LLC 1.59% Reduce -4.6% 39,492 $10.0M
MassMutual Private Wealth & Trust, FSB 0.28% Add +0.5% 39,038 $9.9M
Wealth Enhancement Advisory Services, LLC 0.02% Add +48.5% 38,644 $9.8M
Atlas Legacy Advisors, LLC 2.33% — 37,917 $9.6M
Bank of Nova Scotia 0.02% Add +0.9% 37,642 $9.5M
EverSource Wealth Advisors, LLC 0.53% Reduce -41.4% 37,042 $9.4M
TD Waterhouse Canada Inc. 0.07% Add +3.1% 35,896 $9.1M
Exchange Capital Management, Inc. 1.43% Add +19.1% 35,611 $9.0M
Federation des caisses Desjardins du Quebec 0.05% Reduce -33.7% 35,202 $8.9M
Consolidated Portfolio Review Corp 1.39% Reduce -3.1% 34,636 $8.8M
Trust Co. of Vermont 0.43% New 34,511 $8.8M
Bleakley Financial Group, LLC 0.26% Reduce -1.1% 33,990 $8.6M
LM Advisors LLC 1.51% Add +17.6% 32,990 $8.4M
Ballast, Inc. 2.36% Add +3.5% 32,560 $8.3M
Financial Management Network Inc. 1.65% Reduce -4.1% 30,931 $7.9M
D. E. Shaw & Co. 0.01% Add +584.8% 30,917 $7.8M
Cornerstone Advisory, LLC 0.88% Reduce -3.7% 29,168 $7.8M
Asset Planning Corporation 4.86% Add +4.2% 30,566 $7.8M
Ami Investment Management Inc. 2.51% Reduce -3.7% 30,477 $7.7M
Ameritas Advisory Services, LLC 0.26% Add +35.5% 29,672 $7.5M
Circle Wealth Management, LLC 0.16% Add +32.1% 29,460 $7.5M
Sharper & Granite LLC 3.28% Add +5.7% 29,378 $7.5M
Onyx Bridge Wealth Group LLC 1.07% Reduce -1.9% 29,185 $7.4M
Comerica Bank 0.03% Reduce -9.2% 28,951 $7.3M
Paragon Financial Partners, Inc. 5.49% Reduce -2.2% 28,760 $7.3M
Jones Financial Companies LLLP 0.01% Add +80.1% 28,604 $7.3M
Trust Co. of Oklahoma 2.32% Add +3.7% 28,576 $7.2M
Citigroup Inc. 0.01% Reduce -0.5% 27,875 $7.1M
White Lighthouse Investment Management Inc. 1.23% Reduce -0.6% 27,680 $7.0M
Wall Street Financial Group, Inc. 6.79% Add +9.3% 27,386 $6.9M
Titleist Asset Management, LLC 0.79% Add +82.8% 27,178 $6.9M
Callan Capital, LLC 0.50% Add +0.2% 27,157 $6.9M
CVA Family Office, LLC 1.09% Reduce -6.4% 27,135 $6.9M
Bailard, Inc. 0.17% Add +14.5% 26,964 $6.8M
Focus Financial Network, Inc. 0.27% Reduce -0.5% 26,807 $6.8M
Safeguard Investment Advisory Group, LLC 1.85% Add +3.9% 26,549 $6.7M
Susquehanna International Group, LLP 0.01% Add +132.3% 26,504 $6.7M
GTS Securities LLC 0.33% Add +9.3% 26,386 $6.7M
Fifth Third Bancorp 0.02% Reduce -0.1% 26,328 $6.7M
SP Asset Management LLC 0.56% Reduce -1.1% 26,183 $6.6M
Northern Trust Corp. 0.00% Add +3.3% 25,960 $6.6M
Apollon Financial, LLC 1.64% Reduce -1.4% 25,902 $6.6M
Allworth Financial LP 0.03% Add +13.0% 23,545 $6.2M
Evergreen Capital Management LLC 0.20% Reduce -2.3% 24,292 $6.2M
D.A. Davidson & Co. 0.05% Reduce -5.9% 24,130 $6.1M
TAP Consulting, LLC 1.25% Reduce -0.5% 24,080 $6.1M
Mercer Global Advisors Inc. 0.01% Add +16.1% 23,954 $6.1M
Summit Wealth Group, LLC 1.76% Add +3.4% 23,909 $6.1M
Robertson Stephens Wealth Management, LLC 0.21% Reduce -26.8% 23,647 $6.0M
EP Wealth Advisors, LLC 0.05% Reduce -8.4% 23,597 $6.0M
Johnson Investment Counsel Inc. 0.06% Add +1.3% 23,458 $6.0M
Chokshi & Queen Wealth Advisors, Inc 3.67% — 23,297 $5.9M
Manchester Capital Management LLC 0.68% Add +402.9% 22,983 $5.8M
Founders Grove Wealth Partners, LLC 1.68% — 22,868 $5.8M
Madden Advisory Services, Inc. 2.69% Add +2.3% 22,799 $5.8M
Advisory Services Network, LLC 0.11% Add +2.6% 22,670 $5.8M
Gray Wealth Management Inc. 2.17% Reduce -1.2% 22,549 $5.7M
Axiom Financial Strategies, LLC 3.17% Reduce -7.0% 22,409 $5.7M
Sage Rhino Capital LLC 1.23% Add +2.7% 22,225 $5.6M
Brown Advisory Inc. 0.01% Reduce -0.5% 22,107 $5.6M
Sequoia Financial Advisors, LLC 0.05% Add +29.9% 21,873 $5.5M
DMKC Advisory Services, LLC 5.00% — 21,729 $5.5M
WESCAP Management Group, Inc. 1.32% Reduce -0.5% 21,467 $5.4M
Orion Porfolio Solutions, LLC 0.05% Reduce -8.0% 21,192 $5.4M
Orion Portfolio Solutions, LLC 0.05% Reduce -8.0% 21,192 $5.4M
Goepper Burkhardt LLC 2.08% Reduce -13.7% 20,227 $5.1M
BTG Pactual Asset Management US LLC 0.66% Reduce -1.2% 18,726 $5.1M
Wealthcare Advisory Partners LLC 0.14% Reduce -8.2% 20,058 $5.1M
Clearstead Advisors, LLC 0.08% Reduce -3.6% 19,937 $5.1M
Calton & Associates, Inc. 2.23% Add +73.3% 19,907 $5.1M
First PREMIER Bank 1.27% Reduce -0.5% 19,624 $5.0M
David Kennon Inc 1.96% Add +3.1% 19,596 $5.0M
Beta Wealth Group, Inc. 2.19% Add +2.0% 19,480 $4.9M
Tiaa Trust, National Association 0.01% Reduce -4.6% 19,434 $4.9M
Scotia Capital Inc. 0.03% Add +11.9% 19,314 $4.9M
Hikari Tsushin, Inc. 0.35% Add +0.7% 18,870 $4.8M
Nvest Financial, LLC 2.42% Add +1.4% 18,820 $4.8M
Webster Bank, N. A. 0.51% Add +0.8% 18,796 $4.8M
Trinity Legacy Partners, LLC 1.22% Reduce -0.5% 18,647 $4.7M
Blair William & Co. 0.01% Add +7.2% 18,594 $4.7M
Destination Wealth Management 0.14% Add +2.1% 18,045 $4.6M
Equitable Holdings, Inc. 0.04% Reduce -13.8% 17,881 $4.5M
Paradigm Capital Management, LLC 4.19% Add +1.9% 17,438 $4.4M
Harbour Investments, Inc. 0.13% Reduce -15.5% 17,357 $4.4M
Steward Partners Investment Advisory, LLC 0.04% Add +1.6% 17,302 $4.4M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -39.0% 17,015 $4.3M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -3.9% 16,994 $4.3M
Moser Wealth Advisors, LLC 2.24% Reduce -0.7% 16,964 $4.3M
Bank of Montreal 0.00% Reduce -2.0% 16,919 $4.3M
SBI Securities Co., Ltd. 0.13% — 16,895 $4.3M
Jmac Enterprises LLC 0.67% Add +6.1% 16,894 $4.3M
Twin Focus Capital Partners, LLC 0.60% Reduce -6.4% 16,075 $4.1M
Centered Wealth LLC dba Miller Equity Capital Advisors 1.55% No change 16,000 $4.1M
Delta Financial Group, Inc. 0.95% Add +21.4% 15,964 $4.0M
National Bank of Canada 0.01% Reduce -4.4% 15,868 $4.0M
NewEdge Advisors, LLC 0.02% Add +5.1% 15,754 $4.0M
Independent Advisor Alliance 0.05% New 15,720 $4.0M
Sound View Wealth Advisors Group, LLC 0.31% Reduce -3.6% 15,226 $3.9M
Cascade Wealth Advisors, Inc 2.61% Add +18.8% 15,183 $3.9M
Baron Financial Group, LLC 2.39% Reduce -1.6% 15,162 $3.8M
Park National Corp. 0.14% Add +1.3% 14,967 $3.8M
Thrivent Financial for Lutherans 0.01% Add +22.6% 14,716 $3.8M
Citadel Advisors 0.00% Reduce -3.3% 14,862 $3.8M
Anchor Investment Management, LLC 0.35% Add +2.4% 14,775 $3.7M
Merit Financial Group, LLC 0.07% Reduce -5.8% 14,457 $3.7M
Acorn Wealth Advisors, LLC 1.46% Reduce -10.8% 13,974 $3.5M
Penobscot Wealth Management 1.62% Add +6.6% 13,852 $3.5M
CIBC Private Wealth Group LLC 0.01% Add +28.2% 13,526 $3.5M
Praetorian Wealth Management, Inc. 0.84% Reduce -0.4% 13,696 $3.5M
Qube Research & Technologies Ltd 0.01% Reduce -17.2% 13,542 $3.4M
Richmond Brothers, Inc. 2.20% Reduce -42.7% 13,512 $3.4M
Concourse Financial Group Securities, Inc. 0.19% Reduce -30.7% 12,937 $3.4M
Foundations Investment Advisors, LLC 0.07% Add +5.7% 13,319 $3.4M
US Bancorp \de 0.00% Reduce -3.1% 13,202 $3.3M
Atria Investments, Inc 0.04% Reduce -23.5% 13,169 $3.3M
Concurrent Investment Advisors, LLC 0.09% Reduce -5.5% 13,155 $3.3M
Veltria Advisors Corp. 1.36% No change 12,861 $3.3M
GWN Securities Inc. 0.87% — 12,166 $3.2M
Cora Capital Advisors LLC 1.56% Reduce -8.4% 12,738 $3.2M
Financial Futures Ltd Liability Co. 1.82% Reduce -19.7% 12,641 $3.2M
Fischer Financial Services, Inc. 1.00% — 12,534 $3.2M
First Financial Corp. 1.47% Add +3.6% 12,435 $3.2M
Wealthspire Retirement, LLC 0.25% Reduce -0.8% 12,382 $3.1M
First Trust Advisors LP 0.00% Add +7.9% 12,368 $3.1M
Rwa Wealth Partners, LLC 0.04% Add +0.9% 12,202 $3.1M
Advisors Capital Management, LLC 0.05% Add +3.8% 12,105 $3.1M
Baker Ellis Asset Management LLC 0.45% Reduce -1.6% 12,027 $3.1M
Wealthfront Advisers LLC 0.01% Add +14.8% 11,852 $3.0M
HB Wealth Management, LLC 0.03% Reduce -0.7% 11,529 $2.9M
IHT Wealth Management, LLC 0.09% Reduce -2.7% 11,357 $2.9M
Bluesphere Advisors LLC 1.41% Reduce -10.5% 11,324 $2.9M
Raab & Moskowitz Asset Management LLC 0.70% Reduce -0.5% 11,246 $2.9M
Greenline Partners, LLC 0.40% Add +9.7% 11,233 $2.8M
Financial Freedom, LLC 1.48% Add +0.8% 11,084 $2.8M
Westside Investment Management, Inc. 0.59% Add +0.5% 11,067 $2.8M
Brookstone Capital Management 0.04% Reduce -2.7% 10,944 $2.8M
Gladstone Institutional Advisory LLC 0.13% Reduce -6.9% 10,800 $2.7M
Keebeck Wealth Management 0.39% Reduce -7.9% 10,766 $2.7M
Cresset Asset Management, LLC 0.01% Reduce -29.6% 10,352 $2.6M
OneDigital Investment Advisors LLC 0.03% Reduce -6.6% 10,321 $2.6M
CoreCap Advisors, LLC 0.12% Add +13.6% 10,269 $2.6M
Capital Analysts, LLC 0.10% Reduce -3.4% 10,219 $2.6M
Choate Investment Advisors 0.06% No change 10,077 $2.6M
O'ROURKE & COMPANY, Inc 1.25% Reduce -2.1% 10,057 $2.6M
Genesis Private Wealth, LLC 1.37% — 9,831 $2.5M
FRG Family Wealth Advisors LLC 0.45% Add +0.6% 9,773 $2.5M
Bokf, NA 0.04% Reduce -4.8% 9,574 $2.5M
Apollon Wealth Management, LLC 0.06% Add +358.9% 9,700 $2.5M
TruWealth Advisors, LLC 0.15% Reduce -1.7% 9,577 $2.4M
Cassaday & Co Wealth Management LLC 0.06% Add +5.2% 9,359 $2.4M
Trilogy Capital Inc. 0.12% Add +1.2% 9,336 $2.4M
Evoke Wealth, LLC 0.07% No change 9,277 $2.4M
Fifth Third Securities, Inc. 0.20% Reduce -30.6% 9,274 $2.4M
Valmark Advisers, Inc. 0.04% Add +9.0% 9,240 $2.3M
Sigma Planning Corp 0.07% Reduce -4.1% 9,234 $2.3M
Cozad Asset Management Inc. 0.22% Add +0.7% 9,218 $2.3M
Joule Financial, LLC 0.82% Add +6.7% 9,184 $2.3M
Beacon Pointe Advisors, LLC 0.03% Reduce -4.7% 9,178 $2.3M
Hikari Power Ltd 0.20% Add +2.9% 8,990 $2.3M
Alexander Labrunerie & Co., Inc. 1.02% Reduce -0.3% 8,948 $2.3M
Bank Hapoalim BM 0.38% Reduce -16.7% 8,911 $2.3M
Exchange Traded Concepts, LLC 0.05% Reduce -51.7% 8,865 $2.2M
Silverlake Wealth Management LLC 0.87% Reduce -5.4% 8,858 $2.2M
NORTHSTAR ASSET MANAGEMENT Co 0.51% Reduce -1.1% 8,735 $2.2M
One Day In July LLC 0.23% Add +7.4% 8,732 $2.2M
North Star Investment Management Corp. 0.15% Add +1.3% 8,693 $2.2M
Altura Wealth Advisors Inc. 1.62% Reduce -7.4% 8,642 $2.2M
Tranquilli Financial Advisor LLC 1.38% Reduce -50.3% 8,574 $2.2M
Quantinno Capital Management LP 0.02% Reduce -14.9% 8,522 $2.2M
Autumn Glory Partners, LLC 1.04% Reduce -3.5% 8,375 $2.1M
Advantage Trust Co 1.24% Reduce -17.7% 8,319 $2.1M
Accel Wealth Management 0.80% Add +2.9% 8,294 $2.1M
NCM Capital Management, LLC 0.95% Add +1.5% 8,280 $2.1M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -10.3% 8,276 $2.1M
NorthCrest Asset Manangement, LLC 0.06% Add +1.9% 8,271 $2.1M
Hilltop Holdings Inc. 0.13% Reduce -6.1% 8,217 $2.1M
Stonehage Fleming Financial Services Holdings Ltd 0.06% Add +7.5% 8,169 $2.1M
Waverly Advisors, LLC 0.03% Reduce -1.6% 8,148 $2.1M
Flow Traders U.S. LLC 0.08% Reduce -35.8% 8,047 $2.0M
Arax Advisory Partners 0.13% Reduce -1.0% 8,032 $2.0M
City State Bank 0.71% Reduce -1.2% 7,952 $2.0M
Essex Financial Services, Inc. 0.14% Reduce -2.3% 7,863 $2.0M
Creative Financial Designs Inc. 0.16% Add +5.4% 7,825 $2.0M
Oppenheimer & Co. Inc. 0.03% Reduce -3.9% 7,822 $2.0M
Mgo One Seven LLC 0.08% Add +9.9% 7,810 $2.0M
Y-Intercept (Hong Kong) Ltd 0.13% New 7,762 $2.0M
Compass Ion Advisors, LLC 0.23% Add +11.7% 7,717 $2.0M
Prime Capital Investment Advisors, LLC 0.03% Reduce -8.3% 7,693 $2.0M
J.W. Cole Advisors, Inc. 0.08% Reduce -5.6% 7,684 $1.9M
Petix & Botte Co 0.50% Reduce -9.9% 7,560 $1.9M
Aprio Wealth Management, LLC 0.28% Reduce -89.3% 7,518 $1.9M
SOL Capital Management CO 0.21% Add +7.8% 7,480 $1.9M
Liberty Wealth Management LLC 0.31% Add +3.4% 7,332 $1.9M
Cathy Pareto & Associates, Inc. 1.70% — 7,314 $1.9M
MontVue Capital Management, Inc. 1.41% No change 7,296 $1.9M
Principle Wealth Partners LLC 0.13% Reduce -3.9% 7,255 $1.8M
Composition Wealth, LLC 0.04% New 7,237 $1.8M
AssuredPartners Investment Advisors, LLC 0.35% — 7,109 $1.8M
CX Institutional 0.07% Add +172.0% 7,096 $1.8M
Triton Financial Group Inc 1.12% Add +0.2% 7,059 $1.8M
Cornerstone Wealth Management, LLC 0.12% Reduce -15.4% 7,047 $1.8M
Westwood Holdings Group Inc. 0.01% New 7,016 $1.8M
Embree Financial Group 0.30% Reduce -3.3% 6,934 $1.8M
Lowe Brockenbrough & Co. Inc. 0.11% Add +628.0% 6,916 $1.8M
&partners 0.02% Reduce -0.3% 6,801 $1.7M
Glenmede Trust Co. NA 0.01% No change 6,810 $1.7M
Sachetta, LLC 0.68% Add +7.2% 6,752 $1.7M
Avantax Planning Partners, Inc. 0.06% Add +214.9% 6,724 $1.7M
Bragg Financial Advisors, Inc 0.07% Add +13.5% 6,661 $1.7M
Houlihan Financial Resource Group, Ltd. 0.72% Reduce -2.0% 6,626 $1.7M
Signature Estate & Investment Advisors LLC 0.04% Add +0.6% 6,618 $1.7M
Parallel Advisors, LLC 0.04% Reduce -4.3% 6,594 $1.7M
High Net Worth Advisory Group LLC 0.47% Reduce -3.1% 6,566 $1.7M
Mutual Advisors, LLC 0.05% Reduce -19.4% 6,403 $1.7M
Sanctuary Advisors, LLC 0.01% Reduce -9.2% 6,076 $1.7M
SlateStone Wealth, LLC 0.16% Reduce -0.4% 6,344 $1.6M
Gray Foundation 0.46% Add +380.9% 6,300 $1.6M
Blackston Financial Advisory Group, LLC 0.80% Reduce -10.6% 6,291 $1.6M
Ausdal Financial Partners, Inc. 0.14% Add +10.6% 6,278 $1.6M
Novak & Powell Financial Services, Inc. 0.95% Add +0.5% 6,258 $1.6M
Snowden Capital Advisors LLC 0.05% Reduce -0.3% 6,160 $1.6M
RDA Financial Network 0.45% Reduce -6.5% 6,125 $1.6M
Northstar Group, Inc. 0.27% Reduce -0.5% 6,030 $1.5M
Cornerstone Planning, LLC 0.58% — 6,025 $1.5M
CreativeOne Wealth, LLC 0.05% Add +20.0% 6,006 $1.5M
Whittier Trust Co. 0.02% Add +57.6% 6,003 $1.5M
North Forty Two & Co. 1.75% — 5,988 $1.5M
Brighton Jones LLC 0.04% Reduce -1.3% 5,981 $1.5M
Charter Oak Capital Management, LLC 0.14% Reduce -1.5% 5,974 $1.5M
NWF Advisory Services Inc. 0.22% Add +13.5% 5,919 $1.5M
Eagle Strategies LLC 0.26% Add +5.0% 5,850 $1.5M
Kingswood Wealth Advisors, LLC 0.11% Reduce -12.6% 5,849 $1.5M
Financial Advisory Partners, LLC 0.49% No change 5,830 $1.5M
Bigelow Investment Advisors, LLC 0.69% Add +5.6% 5,785 $1.5M
Perigon Wealth Management, LLC 0.04% Reduce -0.1% 5,628 $1.5M
Howard Wealth Management, LLC 0.79% Add +0.2% 5,755 $1.5M
PFG Advisors 0.09% Reduce -6.4% 5,739 $1.5M
Tower View Wealth Management LLC 0.76% Add +1.0% 5,685 $1.4M
Parsons Capital Management Inc. 0.08% Add +3.6% 5,682 $1.4M
Sumitomo Mitsui Financial Group, Inc. 0.02% Reduce -2.8% 5,565 $1.4M
Olistico Wealth, LLC 0.81% Reduce -3.6% 5,492 $1.4M
Idaho Trust Co 0.70% Add +4.7% 5,489 $1.4M
Dunhill Financial, LLC 0.65% Add +8.0% 5,470 $1.4M
Meridian Wealth Advisors, LLC 0.23% Reduce -0.5% 5,445 $1.4M
Rossby Financial, LCC 0.87% — 5,424 $1.4M
Planning Directions Inc. 0.80% Reduce -11.8% 5,422 $1.4M
Bartlett & Co. Wealth Management LLC 0.02% No change 5,405 $1.4M
Williams Jones Wealth Management, LLC. 0.02% Add +96.5% 5,328 $1.4M
Stonebridge Financial Group, LLC 0.15% — 5,263 $1.3M
Sheets Smith Wealth Management 0.16% No change 5,252 $1.3M
AIMZ Investment Advisors, LLC 0.46% Add +2.6% 5,247 $1.3M
Stephens Inc. 0.02% Reduce -10.8% 5,236 $1.3M
N.E.W. Advisory Services LLC 0.13% Add +2.3% 5,224 $1.3M
Good Life Advisors, LLC 0.10% Reduce -18.9% 5,222 $1.3M
NorthCoast Asset Management LLC 0.01% Reduce -6.6% 5,090 $1.3M
Pathstone Holdings, LLC 0.01% Reduce -13.2% 5,030 $1.3M
WMS Partners, LLC 0.07% Add +0.1% 5,029 $1.3M
Investor's Fiduciary Advisor Network, LLC 0.48% — 4,973 $1.3M
Ingalls & Snyder LLC 0.05% Reduce -6.3% 4,958 $1.3M
Grant Street Asset Management, Inc. 0.33% Reduce -7.0% 4,955 $1.3M
O'shaughnessy Asset Management, LLC 0.01% Add +1.5% 4,934 $1.3M
Fortis Advisors, LLC 0.82% Add +0.8% 4,933 $1.3M
Solutions 4 Wealth, Ltd 2.26% Add +0.3% 4,912 $1.2M
Salomon & Ludwin, LLC 0.13% Reduce -32.5% 4,910 $1.2M
Brown, Lisle/Cummings, Inc. 0.37% Add +1.5% 4,875 $1.2M
Focused Wealth Management, Inc 0.17% Reduce -4.2% 4,837 $1.2M
Independent Financial Group, LLC 0.04% Reduce -3.7% 4,824 $1.2M
Geneos Wealth Management Inc. 0.04% Reduce -25.9% 4,820 $1.2M
NewEdge Wealth, LLC 0.02% Reduce -43.5% 4,733 $1.2M
Cardiff Park Advisors, LLC 0.11% Add +3.6% 4,731 $1.2M
Dahring | Cusmano LLC 1.09% — 4,731 $1.2M
Abbot Financial Management, Inc. 0.59% Add +2.5% 4,656 $1.2M
Citizens Financial Group Inc. 0.02% Add +12.3% 4,636 $1.2M
IFP Advisors, Inc 0.04% Add +66.6% 4,586 $1.2M
Whittier Trust Co. of Nevada Inc. 0.03% Add +0.3% 4,554 $1.2M
Mission Wealth Management, LP 0.03% Reduce -7.8% 4,548 $1.2M
Wharton Business Group, LLC 0.05% Reduce -2.3% 4,509 $1.1M
Neuberger Berman Group LLC 0.00% Reduce -3.1% 4,506 $1.1M
Joseph P. Lucia & Associates, LLC 0.50% Reduce -13.3% 4,459 $1.1M
Wealth Management Resources, Inc. 0.41% Reduce -81.0% 4,432 $1.1M
Modera Wealth Management, LLC 0.01% Add +3.1% 4,418 $1.1M
McIntyre Freedman & Flynn Investment Advisers Inc. 0.83% No change 4,405 $1.1M
Tower Research Capital LLC (TRC) 0.02% Reduce -62.8% 4,401 $1.1M
Councilor Wealth, LLC 0.53% Add +24.4% 4,400 $1.1M
Philadelphia Trust Co. 0.08% No change 4,383 $1.1M
Goldstein Advisors, LLC 0.16% Add +1.3% 4,325 $1.1M
Summit Trail Advisors, LLC 0.04% No change 4,318 $1.1M
Leo Wealth, LLC 0.10% New 4,278 $1.1M
Hershey Financial Advisers, LLC 0.95% — 4,237 $1.1M
Wealthspire Advisors, LLC 0.01% Add +4.8% 4,219 $1.1M
RBA Wealth Management, LLC 0.40% Add +13.6% 4,186 $1.1M
Redhawk Wealth Advisors, Inc. 0.14% Add +0.8% 4,130 $1.0M
Pallas Capital Advisors LLC 0.04% Reduce -2.0% 4,113 $1.0M
Triangle Securities Wealth Management 0.27% Add +101.1% 4,108 $1.0M
WNY Asset Management, LLC 0.13% Reduce -21.4% 4,096 $1.0M
PFG Investments, LLC 0.06% Add +1.6% 4,088 $1.0M
Christensen, King & Associates Investment Services, Inc. 0.49% Reduce -3.1% 4,033 $1.0M
Maiden Cove Capital, LLC 1.58% Reduce -2.4% 4,075 $1.0M
Rathbones Group PLC 0.00% Reduce -0.6% 4,003 $1.0M
Ibex Wealth Advisors 0.12% New 3,990 $1.0M
Flagstar Securities, Inc. 0.25% Add +7.5% 3,978 $1.0M
Werba Rubin Papier Wealth Management 0.24% Reduce -2.6% 3,973 $1.0M
Assetmark, Inc. 0.00% Add +266.5% 3,962 $1.0M
CRA Financial Services, LLC 0.17% Reduce -10.4% 3,958 $1.0M
Wilmington Savings Fund Society, FSB 0.02% No change 3,942 $1000K
Dorsey & Whitney Trust CO LLC 0.06% No change 3,941 $1000K
Charles Schwab Investment Management Inc. 0.00% Reduce -18.3% 3,912 $993K
Better Money Decisions, LLC 0.69% Add +2.3% 3,904 $990K
Commerce Bank 0.01% Reduce -9.2% 3,881 $985K
Hudson Value Partners, LLC 0.36% Reduce -25.2% 3,859 $978K
Elite Financial, Inc. 0.53% — 3,845 $975K
Spire Wealth Management 0.03% Reduce -1.6% 3,832 $972K
One Charles Private Wealth Services, LLC 0.33% Add +3.4% 3,828 $971K
Long Island Wealth Management, Inc. 0.60% Reduce -75.7% 3,805 $965K
Bellevue Asset Management, LLC 0.50% Reduce -0.2% 3,797 $963K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.14% Reduce -4.4% 3,790 $961K
Centaurus Financial, Inc. 0.06% Reduce -20.0% 3,788 $961K
Valeo Financial Advisors, LLC 0.03% Add +0.1% 3,771 $957K
Pinnacle Associates Ltd. 0.01% Add +11.7% 3,737 $948K
KDK Private Wealth Management, LLC 0.98% — 3,730 $946K
BigSur Wealth Management LLC 0.27% No change 3,700 $939K
Capital Advisors Inc. 0.02% Add +0.7% 3,678 $933K
AQR Capital Management 0.00% Reduce -1.8% 3,659 $928K
Gryphon Financial Partners LLC 0.13% Add +6.7% 3,657 $928K
Nations Financial Group Inc, /Ia/ 0.07% Add +0.1% 3,608 $915K
BCS Wealth Management 0.23% No change 3,600 $913K
Fusion Capital, LLC 0.36% New 3,550 $901K
Optima Capital LLC 0.62% — 3,533 $896K
Eclectic Associates Inc. 0.26% New 3,530 $896K
McGlone Suttner Wealth Management, Inc. 0.15% Reduce -10.4% 3,490 $885K
Cwm, LLC 0.00% Add +9.7% 3,446 $874K
Retirement Planning Co of New England, Inc. 0.42% Reduce -0.1% 3,431 $870K
Kennedy Investment Group, Inc. 0.39% Add +6.2% 3,431 $870K
Fiduciary Trust Co 0.01% Add +2.6% 3,416 $867K
Disciplined Investors, L.L.C. 0.83% — 3,308 $862K
Cubist Systematic Strategies, LLC 0.01% New 3,367 $854K
Leavell Investment Management, Inc. 0.04% Add +12.7% 3,364 $853K
Main Street Financial Solutions, LLC 0.08% Reduce -19.2% 3,357 $852K
Financial Insights, Inc. 0.33% Reduce -6.0% 3,337 $847K
Kestra Private Wealth Services, LLC 0.01% Add +1.9% 3,326 $844K
Conservest Capital Advisors, Inc. 0.09% Reduce -0.6% 3,303 $838K
Pacific Center for Financial Services 0.22% Add +0.6% 3,298 $837K
Sanctuary Wealth Management, L.L.C. 0.55% Reduce -33.2% 3,294 $836K
Lebenthal Global Advisors, LLC 0.15% New 3,265 $828K
Ashton Thomas Securities, LLC 0.23% Reduce -1.1% 3,264 $828K
Warner Financial, Inc. 0.36% Add +14.4% 3,263 $828K
Financial Perspectives, Inc 0.28% Add +4.1% 3,253 $825K
Axxcess Wealth Management, LLC 0.02% Add +0.6% 3,248 $824K
CCG Wealth Management, LLC 0.46% Reduce -15.1% 3,228 $819K
Financial Engines Advisors L.L.C. 0.00% New 3,204 $813K
Smith & Howard Wealth Management, LLC 0.23% No change 3,202 $812K
Stratos Wealth Advisors, LLC 0.04% Add +216.4% 3,196 $811K
Accretive Wealth Partners, LLC 0.34% No change 3,182 $807K
Belpointe Asset Management LLC 0.05% No change 2,798 $806K
Absolute Capital Management, LLC 0.45% Reduce -47.0% 3,177 $806K
Altfest L J & Co. Inc. 0.10% Reduce -93.7% 3,167 $803K
Gradient Capital Advisors, LLC 0.26% Reduce -1.8% 3,165 $803K
DAVENPORT & Co LLC 0.00% Add +25.5% 3,159 $801K
Vanguard Group Inc. 0.00% Reduce -2.5% 3,158 $801K
Hoxton Planning & Management, LLC 0.31% No change 3,148 $799K
Prospera Financial Services Inc 0.02% Add +22.3% 3,142 $798K
Wealthspan Partners, LLC 0.38% Reduce -2.8% 3,143 $797K
Cibc World Market Inc. 0.00% Add +11.8% 3,123 $792K
Dentgroup LLC 0.60% Reduce -6.6% 3,077 $781K
CWA Asset Management Group, LLC 0.04% Add +7.3% 3,074 $780K
Muirfield Wealth Advisors LLC 0.64% Add +3.0% 3,073 $780K
Integral Investment Advisors, Inc. 0.25% Reduce -2.9% 3,059 $776K
First Wilshire Securities Management Inc. 0.21% No change 3,050 $774K
Grandfield & Dodd, LLC 0.05% No change 3,045 $772K
BlackRock, Inc. 0.00% Add +392.3% 3,008 $763K
Ranch Capital Advisors Inc. 0.36% Add +0.0% 2,981 $756K
Jefferies Financial Group Inc. 0.01% Add +5.9% 2,977 $755K
Savant Capital, LLC 0.01% Reduce -23.7% 2,973 $754K
Brown Miller Wealth Management, LLC 0.29% No change 2,961 $751K
Brandywine Oak Private Wealth LLC 0.07% Reduce -0.1% 2,958 $750K
LPWM LLC 0.24% Add +4.5% 2,941 $746K
Matrix Private Capital Group LLC 0.42% Reduce -4.1% 2,916 $740K
HBK Sorce Advisory LLC 0.02% Reduce -2.0% 2,911 $738K
Country Club Bank 0.05% Reduce -22.2% 2,910 $737K
Kelleher Financial Advisors 0.28% Add +5.8% 2,904 $737K
Institute for Wealth Management, LLC. 0.09% Reduce -54.0% 2,904 $737K
Bank of New York Mellon Corp 0.00% Reduce -50.0% 2,894 $734K
Modern Wealth Management, LLC 0.03% Reduce -50.3% 2,894 $734K
World Investment Advisors 0.02% Add +8.6% 2,863 $726K
Global Retirement Partners, LLC 0.02% Add +59.8% 2,834 $719K
Park Avenue Securities LLC 0.01% Add +184.2% 2,831 $718K
Graypoint LLC 0.04% Reduce -0.3% 2,824 $716K
Atala Financial Inc 0.50% — 2,810 $713K
Collective Family Office LLC 0.19% Reduce -9.6% 2,775 $704K
Park Square Financial Group, LLC 0.49% — 2,769 $703K
Holderness Investments Co. 0.15% Add +3.6% 2,762 $701K
PCA Investment Advisory Services Inc. 0.32% Reduce -12.5% 2,735 $694K
Sequent Planning LLC 0.25% Add +1.2% 2,682 $680K
Athena Investment Management 0.39% Add +59.6% 2,677 $679K
Alta Wealth Advisors LLC 0.30% Reduce -1.2% 2,664 $676K
HM Payson & Co. 0.01% Add +4.1% 2,658 $674K
PDS Planning, Inc 0.06% Add +11.7% 2,638 $669K
HCR Wealth Advisors 0.08% Add +7.7% 2,621 $665K
Moneta Group Investment Advisors LLC 0.01% Reduce -5.5% 2,621 $665K
American Trust 0.05% New 2,613 $663K
Checchi Capital Advisers, LLC 0.05% No change 2,606 $661K
Simmons Bank 0.05% Add +1.9% 2,590 $657K
Synovus Financial Corp. 0.01% Reduce -42.8% 2,562 $651K
Dagco, Inc. 0.21% Reduce -6.4% 2,556 $648K
Arkadios Wealth Advisors 0.04% Reduce -1.3% 2,556 $648K
LFA - Lugano Financial Advisors SA 0.42% No change 2,550 $647K
Tyler-Stone Wealth Management 0.11% Add +3.9% 2,535 $643K
Clear Point Advisors Inc. 0.55% Reduce -2.3% 2,517 $638K
BIP Wealth, LLC 0.04% Add +0.8% 2,515 $638K
Townsquare Capital LLC 0.01% Add +5.5% 2,512 $637K
Meridian Wealth Management, LLC 0.03% Reduce -8.4% 2,507 $636K
LJI Wealth Management, LLC 0.13% Reduce -22.1% 2,504 $635K
Monograph Wealth Advisors, LLC 0.08% No change 2,500 $634K
Renaissance Technologies 0.00% Reduce -24.2% 2,500 $634K
Koshinski Asset Management, Inc. 0.05% Reduce -6.9% 2,493 $632K
Great Valley Advisor Group, Inc. 0.01% Add +7.3% 2,487 $631K
Mather Group, Llc. 0.01% Reduce -9.6% 2,450 $621K
Visionary Wealth Advisors 0.04% Reduce -84.2% 2,446 $621K
McGuire Investment Group, LLC 0.09% Add +6.2% 2,435 $618K
Certified Advisory Corp 0.07% Add +0.2% 2,423 $615K
Yoder Wealth Management, Inc. 0.34% Add +7.7% 2,407 $611K
Welch & Forbes LLC 0.01% Reduce -1.3% 2,397 $608K
Wedbush Securities Inc. 0.02% Add +25.9% 2,378 $603K
Graves Light Lenhart Wealth, Inc. 0.07% No change 2,374 $602K
Navis Wealth Advisors, LLC 0.66% Add +0.1% 2,366 $600K
Bright Financial Advisors, Inc. 0.38% No change 2,365 $600K
KPP Advisory Services LLC 0.14% Add +90.1% 2,361 $599K
Westmount Partners, LLC 0.18% No change 2,352 $597K
LifeGoal Investments, LLC 0.65% — 2,346 $595K
U.S. Capital Wealth Advisors, LLC 0.02% Add +121.0% 2,343 $594K
Meridian Investment Counsel Inc. 0.18% Add +3.1% 2,330 $591K
Founders Financial Securities LLC 0.05% Reduce -13.6% 2,329 $591K
DHJJ Financial Advisors, Ltd. 0.23% Reduce -1.6% 2,325 $590K
Wealth Alliance, LLC 0.07% Add +0.3% 2,312 $587K
Aire Advisors, LLC 0.12% Reduce -8.8% 2,293 $582K
Benjamin Edwards Inc. 0.01% No change 2,291 $581K
Jane Street Group, LLC 0.00% Reduce -75.3% 2,289 $581K
Farmers & Merchants Investments Inc. 0.02% No change 2,283 $579K
D'Orazio & Associates, Inc. 0.09% No change 2,278 $578K
Freestone Capital Holdings, LLC 0.02% Add +2.5% 2,273 $577K
James Hambro & Partners LLP 0.02% No change 2,265 $575K
Debussy Capital Management LP 0.09% Add +1.6% 2,108 $573K
Finward Bancorp 0.50% — 2,251 $571K
Rehmann Capital Advisory Group 0.04% Add +31.7% 2,227 $565K
Hilton Capital Management, LLC 0.05% No change 2,225 $564K
Northeast Planning Associates, Inc. / NH / 0.58% — 2,221 $563K
HRT Financial LP 0.00% Add +22.3% 2,221 $563K
Capital Investment Advisory Services, LLC 0.05% Reduce -3.0% 2,217 $563K
Pacific Sun Financial Corp 0.31% Add +1.8% 2,215 $562K
Flputnam Investment Management Co. 0.01% No change 2,206 $560K
Lake Street Advisors Group, LLC 0.03% No change 2,204 $559K
Johnson Bixby & Associates, LLC 0.09% Reduce -0.6% 2,198 $558K
Edge Financial Advisors LLC 0.50% Add +0.8% 2,188 $555K
Diversify Wealth Management, LLC 0.04% Add +5.5% 2,133 $549K
FAS Wealth Partners, Inc. 0.05% Reduce -5.1% 2,162 $548K
Resolute Wealth Strategies, LLC 0.28% Reduce -4.3% 2,156 $547K
Empower Advisory Group, LLC 0.00% Add +4.3% 2,153 $546K
Mystic Asset Management, Inc. 0.15% Add +194.3% 2,148 $545K
Wealth Management Associates, Inc. 0.23% Reduce -0.2% 2,142 $543K
Verdence Capital Advisors LLC 0.04% No change 2,140 $543K
American Money Management, LLC 0.11% No change 2,135 $542K
HBW Advisory Services LLC 0.06% Add +30.1% 2,126 $539K
Allegheny Financial Group 0.14% Reduce -1.4% 2,116 $537K
HF Advisory Group, LLC 0.25% Add +0.4% 2,114 $536K
Curran Financial Partners, LLC 0.14% Reduce -90.3% 2,111 $535K
Vista Investment Management 0.20% Add +31.4% 2,092 $531K
Kovack Advisors, Inc. 0.05% Reduce -6.6% 2,090 $530K
Greenhouse Wealth Management, LLC 0.35% Add +92.3% 2,088 $530K
Apexium Financial, LP 0.03% Reduce -1.3% 2,088 $530K
Mainstream Capital Management LLC 0.37% No change 2,082 $528K
Nicolet Bankshares Inc. 0.10% No change 2,072 $526K
Roundview Capital LLC 0.04% Add +5.1% 2,048 $520K
Flagship Harbor Advisors, LLC 0.03% Reduce -18.1% 2,042 $518K
Flagship Private Wealth, LLC 0.25% Reduce -7.7% 2,032 $515K
NorthRock Partners, LLC 0.02% Reduce -2.5% 2,030 $515K
Summit Financial, LLC 0.02% Reduce -1.4% 2,029 $515K
Values Added Financial LLC 0.30% No change 2,012 $510K
Van Cleef Asset Management,Inc 0.06% No change 2,000 $507K
Creekside Partners 0.26% Reduce -0.8% 1,987 $504K
Zhang Financial LLC 0.03% Reduce -1.1% 1,987 $504K
Analyst IMS Investment Management Services Ltd. 0.02% No change 1,980 $502K
Bessemer Group Inc. 0.00% Add +22.2% 1,975 $501K
Arete Wealth Advisors, LLC 0.04% Add +57.5% 1,959 $497K
Bare Financial Services, Inc 0.20% Add +4.3% 1,952 $495K
Winch Advisory Services, LLC 0.13% Add +0.8% 1,944 $493K
Financial Advocates Investment Management 0.03% Reduce -58.2% 1,936 $491K
Collaborative Wealth Managment Inc. 0.22% Reduce -4.9% 1,936 $491K
Tradewinds, LLC. 0.14% Reduce -46.2% 1,825 $489K
Laidlaw Wealth Management LLC 0.21% Reduce -0.8% 1,922 $488K
Fort Sheridan Advisors LLC 0.07% Reduce -12.9% 1,921 $487K
Avior Wealth Management, LLC 0.02% Reduce -19.5% 1,911 $485K
JFS Wealth Advisors, LLC 0.03% Add +222.3% 1,908 $484K
Beacon Financial Advisory LLC 0.16% Add +0.3% 1,906 $484K
SignalPoint Asset Management, LLC 0.12% Add +5.2% 1,903 $483K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -21.3% 1,881 $478K
Lansing Street Advisors 0.17% Reduce -13.4% 1,867 $474K
Ayalon Insurance Comp Ltd. 0.15% No change 1,863 $473K
Wedmont Private Capital 0.02% Add +12.6% 1,835 $472K
SeaCrest Wealth Management, LLC 0.05% Reduce -19.1% 1,857 $471K
New Perspectives, Inc 0.25% No change 1,832 $465K
Goelzer Investment Management, Inc. 0.03% No change 1,817 $461K
Mainsail Asset Management, LLC 0.32% No change 1,811 $459K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -53.5% 1,794 $455K
Daymark Wealth Partners, LLC 0.02% Reduce -17.1% 1,793 $455K
Arlington Trust Co LLC 0.10% No change 1,783 $452K
LexAurum Advisors, LLC 0.09% Reduce -2.5% 1,780 $452K
Clark Capital Management Group, Inc. 0.00% Add +9.2% 1,776 $451K
Shelton Wealth Management, LLC 0.25% Reduce -20.4% 1,767 $448K
BLB&B Advisors, LLC 0.02% Add +0.6% 1,750 $444K
Ancora Advisors LLC 0.01% Reduce -6.2% 1,749 $444K
Western Wealth Management, LLC 0.02% Reduce -13.5% 1,744 $443K
AE Wealth Management LLC 0.00% Reduce -12.8% 1,736 $440K
Private Client Services, LLC 0.24% Reduce -1.5% 1,731 $439K
Elm Partners Management LLC 0.03% Reduce -20.4% 1,730 $439K
Patriot Investment Management Group, Inc. 0.03% Reduce -9.2% 1,729 $439K
HHM Wealth Advisors, LLC 0.06% Add +26.7% 1,729 $439K
Mascagni Wealth Management, Inc. 0.44% — 1,656 $438K
Jordan Park Group LLC 0.03% New 1,725 $438K
Patten & Patten Inc. 0.03% No change 1,721 $437K
Journey Advisory Group, LLC 0.05% No change 1,634 $435K
Crestwood Advisors Group, LLC 0.01% Add +0.1% 1,710 $434K
Summit Financial Strategies, Inc. 0.05% Reduce -0.7% 1,706 $433K
Equitable Trust Co. 0.02% New 1,706 $433K
Prostatis Group LLC 0.13% Reduce -17.6% 1,703 $432K
WJ Interests, LLC 0.21% No change 1,690 $429K
Venture Visionary Partners LLC 0.02% Reduce -21.4% 1,687 $428K
BOS Asset Management, LLC 0.15% Add +30.6% 1,683 $427K
Round Rock Advisors LLC 0.09% No change 1,673 $424K
SPC Financial, Inc. 0.04% Reduce -5.6% 1,672 $424K
MinichMacGregor Wealth Management, LLC 0.09% Add +17.0% 1,662 $422K
Red Mountain Financial, LLC 0.45% Reduce -19.6% 1,661 $421K
First Commonwealth Financial Corp 0.10% No change 1,657 $420K
IFG Advisory, LLC 0.02% New 1,653 $419K
Summit Place Financial Advisors, LLC 0.24% No change 1,650 $419K
AlphaStar Capital Management, LLC 0.04% Reduce -11.4% 1,646 $418K
Redwood Financial Network Corp 0.31% Reduce -27.1% 1,644 $417K
Hennion & Walsh Asset Management, Inc. 0.02% Add +17.4% 1,625 $412K
CMG Global Holdings, LLC 0.23% Add +0.3% 1,568 $412K
Aspen Wealth Strategies, LLC 0.26% Reduce -1.2% 1,616 $410K
QRG Capital Management, Inc. 0.00% Reduce -6.8% 1,609 $408K
Spinnaker Investment Group, LLC 0.10% Add +18.0% 1,601 $406K
TD Private Client Wealth LLC 0.01% Add +12.1% 1,590 $403K
Greykasell Wealth Strategies, Inc. 0.22% — 1,585 $402K
Waters Parkerson & Co., LLC 0.02% No change 1,575 $400K
Accurate Wealth Management, LLC 0.08% Reduce -3.8% 1,549 $399K
Cary Street Partners Financial LLC 0.01% — 1,572 $399K
IVC Wealth Advisors LLC 0.22% Reduce -3.1% 1,562 $396K
Stableford Capital II LLC 0.16% Reduce -1.1% 1,559 $396K
Innovative Wealth Building LLC 0.35% — 1,542 $391K
Retirement Planning Group, LLC 0.02% Reduce -45.9% 1,538 $390K
Birchcreek Wealth Management, LLC 0.24% Add +68.5% 1,537 $390K
Channel Wealth LLC 0.13% Reduce -13.1% 1,533 $389K
Arthur M. Cohen & Associates, LLC 0.07% No change 1,524 $387K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +54.0% 1,518 $385K
American Institute for Advanced Investment Management, LLP 0.28% Reduce -8.5% 1,506 $382K
TBH Global Asset Management, LLC 0.09% Reduce -2.8% 1,501 $381K
Atlas Financial Advisors, Inc. 0.59% Add +17.2% 1,500 $381K
Haverford Trust Co 0.00% Reduce -12.2% 1,500 $381K
Highland Capital Management, LLC 0.02% No change 1,499 $380K
Fifth Third Wealth Advisors LLC 0.02% New 1,489 $378K
River Wealth Advisors LLC 0.05% Reduce -4.9% 1,476 $375K
McAdam, LLC 0.02% Add +8.9% 1,475 $374K
Westfuller Advisors, LLC 0.24% Add +0.3% 1,472 $373K
Keybank National Association 0.00% Reduce -5.8% 1,472 $373K
Optas, LLC 0.08% No change 1,463 $371K
Comprehensive Financial Planning, Inc. 0.31% — 1,463 $371K
Blankinship & Foster, LLC 0.09% Reduce -5.9% 1,460 $370K
Avaii Wealth Management, LLC 0.18% Reduce -0.3% 1,457 $370K
Octavia Wealth Advisors, LLC 0.04% No change 1,452 $368K
Smart Money Group LLC 0.13% Reduce -2.6% 1,442 $366K
Fiera Capital Corp 0.00% No change 1,441 $366K
St Germain D J Co. Inc. 0.02% No change 1,436 $364K
CENTRAL TRUST Co 0.01% No change 1,436 $364K
Aviso Financial Inc. 0.02% Add +14.6% 1,435 $364K
Farther Finance Advisors, LLC 0.01% Add +22.1% 1,432 $363K
Capital Investment Advisors, LLC 0.01% Add +0.1% 1,428 $362K
GeoWealth Management, LLC 0.01% Add +7.0% 1,419 $360K
Eagle Harbor Asset Management Inc. 0.36% Add +1.1% 1,417 $359K
Wealthquest Corp 0.03% No change 1,404 $356K
Csenge Advisory Group 0.02% Reduce -67.2% 1,399 $355K
Stelac Advisory Services LLC 0.14% No change 1,391 $353K
Joel Isaacson & Co., LLC 0.02% New 1,392 $353K
Fiduciary Alliance LLC 0.04% Add +5.3% 1,382 $351K
Compass Financial Group, INC 0.07% Add +2.1% 1,381 $350K
Chemistry Wealth Management LLC 0.08% No change 1,380 $350K
Family Firm, Inc. 0.08% Add +42.3% 1,377 $350K
Panoramic Investment Advisors, LLC 0.23% Reduce -2.1% 1,376 $349K
Choreo, LLC 0.01% Reduce -6.5% 1,377 $349K
Pine Valley Investments Ltd Liability Co 0.02% Add +12.0% 1,374 $349K
Pinnacle Family Advisors, LLC 0.17% Reduce -38.6% 1,370 $348K
360 Financial, Inc. 0.13% Reduce -5.2% 1,369 $347K
Strategic Blueprint, LLC 0.02% Reduce -13.3% 1,366 $347K
Private Advisory Group LLC 0.04% Reduce -76.3% 1,360 $345K
Advisors Management Group Inc. 0.08% Add +2.3% 1,354 $344K
Capital Management Associates, Inc 0.13% Add +4.1% 1,354 $343K
Noesis Capital Mangement Corp. 0.07% No change 1,351 $343K
Glass Jacobson Investment Advisors llc 0.11% Add +1.0% 1,347 $342K
Tme Financial, Inc. 0.31% — 1,188 $335K
Fearless Solutions, LLC dba Best Invest 0.26% — 1,318 $334K
Nomura Asset Management Co. Ltd. 0.00% Reduce -45.7% 1,309 $332K
Vertex Planning Partners, LLC 0.07% Reduce -2.6% 1,304 $331K
Grant/GrossMendelsohn, LLC 0.17% No change 1,300 $330K
Legacy Edge Advisors, LLC 0.05% No change 1,299 $329K
GSG Advisors LLC 0.10% Reduce -6.6% 1,294 $328K
Associated Banc-Corp 0.01% Reduce -0.8% 1,292 $328K
Regions Financial Corp. 0.00% Reduce -18.6% 1,278 $324K
Arkos Global Advisors 0.05% No change 1,274 $323K
Argent Trust Co 0.01% Reduce -15.2% 1,268 $322K
Pps&v Asset Management Consultants, Inc. 0.22% Reduce -25.8% 1,266 $321K
Heritage Wealth Advisors 0.02% No change 1,262 $320K
Lee Danner & Bass Inc. 0.03% Add +21.1% 1,261 $320K
Beacon Capital Management, LLC 0.04% Reduce -10.7% 1,256 $319K
Sonata Capital Group Inc. 0.13% No change 1,255 $318K
First Bancorp, Inc 0.22% No change 1,250 $317K
Ballentine Partners, LLC 0.01% New 1,241 $315K
Moller Wealth Partners 0.08% Add +6.3% 1,240 $315K
Orion Capital Management LLC 0.14% No change 1,240 $315K
Ieq Capital, LLC 0.00% No change 1,234 $313K
Gsa Capital Partners LLP 0.02% New 1,230 $312K
Salus Financial Advisors, LLC 0.24% — 1,226 $311K
Ironsides Asset Advisors, LLC 0.09% No change 1,225 $311K
Miller Financial Services LLC 0.26% — 1,224 $310K
Faithward Advisors, LLC 0.05% Add +0.5% 1,223 $310K
Sandy Spring Bank 0.01% Add +0.1% 1,220 $310K
Financial Counselors Inc. 0.00% Add +4.7% 1,213 $308K
Rothschild Investment LLC 0.02% No change 1,209 $307K
Summit Asset Management, LLC 0.05% Reduce -2.4% 1,207 $306K
DF Dent & Co. Inc. 0.00% No change 1,204 $305K
Shepherd Financial Partners LLC 0.04% No change 1,201 $305K
Hobart Private Capital, LLC 0.08% No change 1,199 $304K
Berger Financial Group, Inc 0.02% Add +6.5% 1,176 $298K
Keystone Financial Group 0.03% Add +0.1% 1,175 $298K
Aurora Private Wealth, Inc. 0.22% Reduce -0.9% 1,170 $297K
Winebrenner Capital Management LLC 0.23% — 1,170 $297K
United Capital Financial Advisors, LLC 0.00% New 1,169 $296K
Insight Advisors, LLC/ PA 0.05% Add +0.2% 1,169 $296K
Centricity Wealth Management, LLC 0.28% — 1,166 $296K
Nwam LLC 0.02% Add +16.4% 1,164 $295K
Owen LaRue, LLC 0.15% Add +0.1% 1,164 $295K
Stillwater Wealth Management Group 0.26% — 1,162 $295K
Mosaic Financial Group, LLC 0.21% No change 1,154 $293K
KMG Fiduciary Partners, LLC 0.02% Reduce -3.8% 1,153 $293K
Seamount Financial Group Inc. 0.20% Reduce -11.0% 1,146 $291K
Park Edge Advisors, LLC 0.08% Reduce -8.3% 1,141 $289K
Mission Creek Capital Partners, Inc. 0.06% Reduce -2.2% 1,141 $289K
Salem Investment Counselors Inc. 0.01% No change 1,140 $289K
Compass Advisory Group LLC 0.10% Add +0.4% 1,135 $288K
Medallion Wealth Advisors, LLC 0.14% — 1,108 $287K
ALM First Financial Advisors, LLC 0.07% No change 1,389 $287K
Evolution Wealth Advisors, LLC 0.05% Add +6.1% 1,125 $285K
Level Four Advisory Services, LLC 0.01% Reduce -0.1% 1,124 $285K
Hanson & Doremus Investment Management 0.04% No change 1,123 $285K
Guardian Asset Advisors, LLC 0.18% No change 1,122 $285K
Dopkins Wealth Management, LLC 0.14% No change 1,122 $285K
Sovereign Financial Group, Inc. 0.07% Add +2.3% 1,122 $285K
Moseley Investment Management Inc. 0.11% Reduce -1.5% 1,114 $283K
Prudent Investors Network, Inc. 0.08% Add +2.6% 1,101 $279K
Aegis Wealth Management LLC 0.19% — 1,100 $279K
Mitchell McLeod Pugh & Williams Inc. 0.06% Add +0.1% 1,098 $278K
LifeSteps Financial, Inc. 0.21% Add +0.1% 1,088 $276K
Harbor Investment Advisory, LLC 0.03% No change 1,087 $276K
Fisher Asset Management 0.00% Reduce -50.8% 1,082 $275K
Spirepoint Private Client, LLC 0.03% Reduce -4.8% 1,080 $274K
Harmony Asset Management LLC 0.11% New 1,075 $273K
1900 Wealth Management LLC 0.02% No change 1,074 $272K
Thoroughbred Financial Services, LLC 0.02% Reduce -4.5% 1,072 $272K
Evanson Asset Management, LLC 0.02% Add +36.2% 1,069 $271K
Gemmer Asset Management LLC 0.03% Add +0.7% 1,068 $271K
JB Capital LLC 0.02% Reduce -2.5% 1,067 $271K
Lazari Capital Management, Inc. 0.11% Add +0.8% 1,065 $270K
Peregrine Asset Advisers, Inc. 0.10% No change 1,062 $269K
Callahan Advisors, LLC 0.03% No change 1,061 $269K
Ellis Investment Partners, LLC 0.05% Reduce -4.2% 1,061 $269K
ABLE Financial Group, LLC 0.08% New 1,058 $268K
ProVise Management Group, LLC 0.02% Reduce -13.0% 1,055 $268K
Obsidian Cio, LLC 0.05% Add +1.6% 1,050 $266K
Smith Salley Wealth Management 0.02% Add +3.2% 1,046 $265K
RVW Wealth, LLC 0.02% No change 1,045 $265K
Nvwm, LLC 0.07% Add +279.6% 1,044 $265K
TrinityPoint Wealth, LLC 0.04% Reduce -1.1% 1,034 $262K
American National Bank & Trust 0.03% Reduce -0.5% 1,031 $262K
Pacific Asset Management, LLC 0.25% — 1,030 $261K
Magnus Financial Group LLC 0.03% Reduce -1.7% 1,027 $261K
Corbyn Investment Management Inc. 0.12% Reduce -26.5% 1,026 $260K
Beacon Bridge Wealth Partners, LLC 0.11% Add +35.2% 1,025 $260K
Marcum Wealth, LLC 0.02% Reduce -5.6% 1,024 $260K
MN Wealth Advisors, LLC 0.14% Add +0.6% 1,011 $256K
Canvas Wealth Advisors, LLC 0.06% No change 1,005 $255K
Heritage Financial Services, LLC 0.03% New 1,002 $254K
Wilson & Boucher Capital Management, LLC 0.18% No change 1,000 $254K
Parr McKnight Wealth Management Group, LLC 0.04% — 998 $253K
Coppell Advisory Solutions LLC 0.04% Add +20.7% 992 $251K
Aspiriant, LLC 0.01% Reduce -4.5% 986 $250K
Castle Rock Wealth Management, LLC 0.06% Reduce -9.5% 935 $249K
Riverpoint Wealth Management Holdings, LLC 0.07% Add +0.6% 983 $249K
Strategic Financial Concepts, LLC 0.05% Add +0.1% 981 $249K
AdvisorNet Financial, Inc 0.02% Reduce -15.4% 974 $247K
Fairvoy Private Wealth, LLC 0.07% — 971 $246K
Procyon Advisors, LLC 0.02% No change 966 $245K
Hardin Capital Partners, LLC 0.15% No change 965 $245K
Zevin Asset Management LLC 0.04% Reduce -8.2% 963 $244K
Lynx Investment Advisory 0.17% Add +0.8% 961 $244K
Keeler & Nadler Financial Planning & Wealth Management 0.11% Reduce -5.6% 960 $244K
O'Dell Group, LLC 0.06% Add +4.1% 960 $244K
Signaturefd, LLC 0.00% Add +0.1% 957 $243K
Smith, Moore & Co. 0.02% Reduce -2.1% 954 $242K
Signal Advisors Wealth, LLC 0.03% Reduce -5.8% 949 $241K
Elevation Point Wealth Partners, LLC 0.02% No change 948 $240K
Capital Square, LLC 0.14% Add +9.8% 900 $240K
Chapin Davis, Inc. 0.08% No change 844 $238K
Taylor & Morgan Wealth Management, LLC 0.17% Add +0.2% 937 $238K
Golden State Wealth Management, LLC 0.04% — 935 $237K
Inspirion Wealth Advisors, LLC 0.03% Add +0.1% 919 $237K
International Assets Investment Management, LLC 0.02% New 932 $237K
D.B. Root & Company, LLC 0.08% No change 932 $236K
Franklin Resources Inc. 0.00% No change 932 $236K
Caldwell Trust Co 0.02% No change 930 $236K
Busey Bank 0.01% No change 930 $236K
Woodward Diversified Capital, LLC 0.17% Reduce -76.8% 926 $235K
Kellett Wealth Advisors, LLC 0.16% Reduce -16.3% 922 $234K
Aptus Capital Advisors, LLC 0.00% Add +41.9% 922 $234K
BlueStem Wealth Partners, LLC 0.03% — 921 $234K
Financial Partners Group, Inc 0.03% Reduce -7.8% 919 $233K
Promethium Advisors,llc 0.16% No change 915 $232K
Hollencrest Capital Management 0.01% No change 915 $232K
Blue Bell Private Wealth Management, LLC 0.04% No change 914 $232K
Tsfg, LLC 0.05% Add +523.3% 910 $231K
Allen Mooney & Barnes Investment Advisors LLC 0.04% No change 910 $231K
Warwick Investment Management, Inc. 0.05% No change 909 $231K
Lodestar Private Asset Management LLC 0.03% No change 906 $230K
Trek Financial, LLC 0.02% No change 904 $229K
Columbia Asset Management 0.04% No change 900 $228K
Bison Wealth, LLC 0.05% Add +0.2% 898 $228K
Cypress Wealth Services, LLC 0.05% Reduce -4.6% 897 $228K
Planned Solutions, Inc. 0.09% No change 895 $227K
Bristlecone Advisors, LLC 0.02% No change 895 $227K
McClarren Financial Advisors, Inc. 0.64% Add +21.8% 894 $227K
Rockland Trust Co. 0.01% No change 894 $227K
Roger Wittlin Investment Advisory, LLC 0.13% Add +0.7% 892 $226K
Ledyard National Bank 0.02% Reduce -2.7% 892 $226K
Fulton Bank, N.A. 0.01% No change 892 $226K
Bluespring Wealth Management, LLC 0.02% Add +0.1% 887 $225K
BCM Advisors, LLC 0.05% Reduce -16.9% 821 $225K
Advisor OS, LLC 0.03% Add +6.3% 883 $224K
Sfm, LLC 0.16% New 877 $222K
Bay Capital Advisors, LLC 0.18% — 876 $222K
Pinnacle Bancorp, Inc. 0.07% Add +22.1% 866 $220K
Kropog Financial Group, LLC 0.20% — 864 $219K
Oak Hill Wealth Advisors, LLC 0.05% — 863 $219K
Tortoise Investment Management, LLC 0.02% Add +22.1% 855 $217K
Naples Global Advisors, LLC 0.02% No change 850 $216K
MRWM Advisors, LLC 0.17% — 847 $215K
Smith Anglin Financial, LLC 0.02% Add +4.3% 845 $214K
Householder Group Estate & Retirement Specialist, LLC 0.16% Reduce -17.2% 845 $214K
Verus Capital Partners, LLC 0.02% Reduce -7.2% 841 $213K
Ignite Planners, LLC 0.05% Add +0.4% 827 $212K
Brown Brothers Harriman & Co. 0.00% Add +42.7% 835 $212K
WFA Asset Management Corp 0.11% Reduce -15.4% 833 $211K
Glen Eagle Advisors, LLC 0.03% Add +0.1% 830 $211K
Kavar Capital Partners Group, LLC 0.04% No change 825 $209K
Ascent Wealth Partners, LLC 0.03% No change 825 $209K
Bravias Capital Group, LLC 0.17% — 772 $209K
Physician Wealth Advisors, Inc. 0.04% Add +3.9% 823 $209K
Carson Advisory Inc. 0.14% New 815 $207K
Soltis Investment Advisors LLC 0.02% Reduce -6.1% 813 $206K
Monterey Private Wealth, Inc. 0.07% Reduce -8.9% 811 $206K
Next Level Private LLC 0.08% Add +0.8% 809 $205K
Kera Capital Partners, Inc. 0.06% — 808 $205K
Invst, LLC 0.02% Reduce -97.2% 806 $204K
Moors & Cabot, Inc. 0.01% Reduce -3.6% 806 $204K
Maripau Wealth Management LLC 0.12% New 802 $203K
Activest Wealth Management 0.06% No change 802 $203K
Plante Moran Financial Advisors, LLC 0.02% Reduce -1.1% 802 $203K
Resolute Advisors LLC 0.04% Add +0.6% 800 $203K
TCV Trust & Wealth Management, Inc. 0.02% No change 800 $203K
Sheaff Brock Investment Advisors, LLC 0.02% No change 796 $202K
Garde Capital, Inc. 0.01% Reduce -40.3% 793 $201K
Strategic Investment Solutions, Inc. 0.06% No change 729 $185K
Briaud Financial Planning Inc 0.07% No change 716 $181K
Marshall & Sterling Wealth Advisors Inc. 0.12% — 708 $179K
Vestor Capital, LLC 0.01% No change 670 $170K
Hazlett, Burt & Watson, Inc. 0.07% Reduce -5.7% 664 $169K
WASHINGTON TRUST Co 0.01% Reduce -0.1% 655 $166K
Murphy & Mullick Capital Management Corp 0.15% — 643 $163K
Spirit of America Management Corp. 0.03% Add +14.7% 641 $163K
Smartleaf Asset Management LLC 0.02% Add +12.9% 632 $160K
AllSquare Wealth Management LLC 0.09% Reduce -6.0% 629 $160K
Eastern Bank 0.00% Add +7.5% 627 $159K
Carolinas Wealth Consulting LLC 0.03% Reduce -20.7% 625 $158K
Amundi 0.00% Reduce -25.2% 593 $154K
EPG Wealth Management LLC 0.04% Reduce -0.8% 605 $154K
Progressive Investment Management Corp 0.04% No change 600 $152K
Bray Capital Advisors 0.04% Reduce -8.0% 567 $144K
S.A. Mason LLC 0.08% No change 564 $143K
Rice Partnership, LLC 0.03% No change 559 $142K
Global Wealth Strategies & Associates 0.04% Reduce -12.0% 552 $140K
Tompkins Financial Corp. 0.01% Reduce -27.2% 536 $136K
Y.D. More Investments Ltd 0.01% No change 530 $134K
Armor Investment Advisors, LLC 0.05% No change 521 $132K
SOA Wealth Advisors, LLC. 0.02% Reduce -4.7% 511 $130K
Ramirez Asset Management, Inc. 0.03% No change 510 $129K
UMB Bank, n.a. 0.00% No change 509 $129K
Stuart Chaussee & Associates, Inc. 0.03% No change 489 $124K
Horizon Bancorp Inc. 0.06% No change 481 $122K
2UniFi Bank 0.08% — 470 $119K
Solstein Capital, LLC 0.07% No change 470 $119K
Cassady Schiller Wealth Management, LLC 0.04% No change 450 $114K
LaSalle St. Investment Advisors, LLC 0.03% New 439 $111K
Atticus Wealth Management, LLC 0.03% Reduce -2.7% 433 $110K
Vermillion Wealth Management, Inc. 0.05% — 420 $107K
Cape Investment Advisory, Inc. 0.04% Reduce -8.7% 418 $106K
Davis Capital Management 0.09% Reduce -3.9% 417 $106K
Archer Investment Corp 0.03% Add +0.2% 416 $106K
Transcendent Capital Group LLC 0.05% No change 404 $102K
Basso Capital Management, L.P. 0.09% No change 398 $101K
Mitchell Sinkler & Starr 0.03% No change 390 $99K
Fairscale Capital, LLC 0.08% No change 387 $98K
Jackson, Grant Investment Advisers, Inc. 0.04% New 376 $95K
Washington Trust Advisors, Inc. 0.01% No change 376 $95K
Aspect Partners, LLC 0.05% No change 373 $95K
Private Trust Co. NA 0.01% Add +55.6% 372 $94K
Atlantic Edge Private Wealth Management, LLC 0.03% Reduce -17.2% 360 $91K
Private Capital Management LLC 0.02% No change 357 $91K
Elequin Capital, LP 0.01% New 355 $90K
Sittner & Nelson, LLC 0.04% No change 352 $89K
Russell Investments Group, Ltd. 0.00% Reduce -18.2% 341 $87K
NBT Bank, N.A. 0.01% Add +4.6% 341 $86K
Cranbrook Wealth Management, LLC 0.02% No change 340 $86K
Resources Management Corp. /CT/ 0.01% Add +4.7% 334 $85K
Missouri Trust & Investment Co 0.03% No change 335 $85K
Piscataqua Savings Bank 0.07% No change 329 $83K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 325 $82K
Key Financial Inc 0.02% No change 316 $80K
PSI Advisors, LLC 0.02% Add +0.3% 311 $79K
Holos Integrated Wealth LLC 0.05% — 308 $78K
Pathway Financial Advisers, LLC 0.03% Add +4.5% 301 $76K
Clean Yield Group 0.02% No change 300 $76K
Hartford Financial Management Inc. 0.02% No change 300 $76K
Laurel Wealth Advisors LLC 0.01% No change 300 $76K
Minot DeBlois Advisors LLC 0.07% — 299 $76K
Citizens National Bank Trust Department 0.02% No change 298 $76K
Bogart Wealth, LLC 0.00% No change 294 $75K
GPS Wealth Strategies Group, LLC 0.01% Reduce -3.4% 284 $72K
BNP Paribas Financial Markets 0.00% New 278 $71K
Iron Horse Wealth Management, LLC 0.02% Reduce -2.8% 277 $70K
Millstone Evans Group, LLC 0.05% — 265 $67K
Sound Income Strategies, LLC 0.00% Reduce -25.1% 265 $67K
Founders Capital Management 0.04% No change 259 $66K
City Holding Co. 0.01% No change 259 $66K
Pflug Koory, LLC 0.00% No change 257 $65K
Abound Wealth Management 0.02% Add +0.4% 250 $63K
Crewe Advisors LLC 0.01% No change 250 $63K
Security National Bank 0.01% No change 249 $63K
Center for Financial Planning, Inc. 0.01% Add +32.6% 248 $63K
Castleview Partners, LLC 0.03% Add +0.8% 247 $63K
Nova Wealth Management, Inc. 0.05% — 245 $62K
Gables Capital Management Inc. 0.03% No change 242 $61K
Flagship Wealth Advisors, LLC 0.04% — 240 $61K
Alexis Investment Partners, LLC 0.03% — 240 $61K
MPWM Advisory Solutions, LLC 0.04% — 238 $60K
VSM Wealth Advisory, LLC 0.02% — 235 $60K
Mascoma Wealth Management LLC 0.01% Add +38.5% 234 $59K
Montag A & Associates Inc. 0.00% Add +4.1% 230 $58K
Larson Financial Group LLC 0.00% Add +82.1% 224 $57K
Wintrust Investments LLC 0.05% Reduce -18.2% 220 $55K
Robinswood Financial LLC 0.02% No change 214 $54K
Johnson Financial Group, Inc. 0.00% Add +86.9% 200 $54K
Operose Advisors LLC 0.02% No change 200 $51K
MCF Advisors LLC 0.00% No change 200 $51K
Evermay Wealth Management LLC 0.01% Reduce -79.5% 198 $50K
Running Point Capital Advisors, LLC 0.02% New 198 $50K
Parkside Financial Bank & Trust 0.01% Reduce -4.8% 198 $50K
Investors Research Corp 0.01% Reduce -16.7% 194 $49K
Annis Gardner Whiting Capital Advisors, LLC 0.01% New 178 $45K
Sunbelt Securities, Inc. 0.00% Add +0.6% 178 $45K
Maryland Capital Advisors Inc. 0.02% Add +47.4% 171 $43K
Main Street Group, LTD 0.02% No change 170 $43K
Retirement Wealth Solutions LLC 0.04% — 166 $43K
Guardian Wealth Advisors, LLC / NC 0.00% No change 164 $42K
Colonial Trust Co / SC 0.01% Add +9.3% 164 $42K
Venturi Wealth Management, LLC 0.00% Reduce -86.5% 162 $41K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 160 $41K
Hilltop National Bank 0.01% No change 158 $40K
Tidemark, LLC 0.02% No change 156 $40K
Roble, Belko & Company, Inc 0.01% No change 155 $39K
Costello Asset Management, INC 0.02% Add +44.5% 146 $37K
Howe & Rusling Inc. 0.00% Add +260.0% 144 $37K
McIlrath & Eck, LLC 0.00% Reduce -43.7% 143 $36K
Duncker Streett & Co. Inc. 0.01% New 142 $36K
Deutsche Bank AG 0.00% Reduce -55.8% 140 $36K
Roxbury Financial LLC 0.03% — 128 $35K
Compass Financial Services Inc 0.02% — 138 $35K
Hurley Capital, LLC 0.03% — 136 $35K
Valley National Advisers Inc. 0.01% No change 131 $33K
Private Wealth Management Group, LLC 0.01% Add +348.3% 130 $33K
GoalVest Advisory LLC 0.01% New 126 $32K
Rosenberg Matthew Hamilton 0.01% No change 122 $31K
SouthState Bank Corp 0.00% Reduce -10.3% 122 $31K
Atwood & Palmer Inc. 0.00% No change 121 $31K
First Horizon Advisors, Inc. 0.00% Reduce -53.1% 119 $30K
Monetary Management Group Inc. 0.01% No change 115 $29K
Oxford Financial Group, LTD. LLC 0.00% No change 106 $27K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +194.4% 106 $27K
PFS Partners, LLC 0.01% Reduce -19.5% 103 $26K
Rialto Wealth Management, LLC 0.01% — 103 $26K
Wingate Wealth Advisors, Inc. 0.03% — 102 $26K
Mb, Levis & Associates, LLC 0.01% No change 100 $25K
Lavaca Capital LLC 0.01% New 100 $25K
Brooklyn Investment Group 0.01% New 100 $25K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 100 $25K
Integrity Financial Corp 0.01% Reduce -50.0% 98 $25K
Caitlin John, LLC 0.02% No change 93 $24K
BankPlus Trust Department 0.01% — 91 $23K
Bfsg, LLC 0.00% No change 80 $20K
Legacies Wealth LLC 0.01% No change 75 $19K
Tradewinds Capital Management, LLC 0.01% No change 75 $19K
Boyd Watterson Asset Management LLC 0.01% Reduce -1.4% 73 $19K
Riggs Asset Managment Co. Inc. 0.00% No change 71 $18K
Kings Path Partners LLC 0.01% No change 66 $17K
United Community Bank 0.01% No change 66 $17K
Country Trust Bank 0.00% Reduce -76.6% 64 $16K
Empirical Asset Management, LLC 0.01% No change 10,750 $16K
Van Hulzen Asset Management, LLC 0.00% New 61 $15K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 60 $15K
Values First Advisors, Inc. 0.01% New 60 $15K
SIMA Wealth Partners, LLC 0.01% No change 59 $15K
Ameriflex Group, Inc. 0.01% — 54 $15K
Barclays PLC 0.00% No change 55 $14K
Tucker Asset Management LLC 0.00% New 54 $14K
Hexagon Capital Partners LLC 0.00% No change 54 $14K
Elevate Wealth Advisory, Inc. 0.01% No change 53 $13K
SYM FINANCIAL Corp 0.00% No change 53 $13K
Asset Dedication, LLC 0.00% Reduce -98.4% 53 $13K
Prestige Wealth Management Group LLC 0.00% No change 52 $13K
Continuum Advisory, LLC 0.00% No change 52 $13K
CNB Bank 0.01% Add +82.1% 51 $13K
Horizons Wealth Management 0.01% No change 50 $13K
Atlatl Advisers LLC 0.01% — 47 $12K
Future Financial Wealth Managment LLC 0.01% No change 46 $12K
Aventura Private Wealth, LLC 0.01% — 46 $12K
TruNorth Capital Management, LLC 0.00% New 46 $12K
Peachtree Investment Partners, LLC 0.00% No change 41 $10K
NFSG Corp 0.00% No change 40 $10K
Lindbrook Capital, LLC 0.00% No change 40 $10K
Transce3nd, LLC 0.00% — 39 $10K
Bay Harbor Wealth Management, LLC 0.00% No change 39 $10K
Vermillion & White Wealth Management Group, LLC 0.01% No change 38 $10K
Kohmann Bosshard Financial Services, LLC 0.00% New 38 $10K
Frazier Financial Advisors, LLC 0.01% No change 37 $9K
Cherry Tree Wealth Management, LLC 0.00% Add +12.5% 36 $9K
Arcadia Investment Management Corp. 0.00% No change 35 $9K
Synergy Asset Management, LLC 0.00% New 30 $8K
Sugar Maple Asset Management, LLC 0.01% New 30 $8K
YANKCOM Partnership 0.00% — 30 $8K
Barrett & Company, Inc. 0.00% No change 29 $7K
Simplex Trading, LLC 0.00% Reduce -81.7% 31 $7K
Ridgewood Investments LLC 0.00% No change 27 $7K
DiNuzzo Private Wealth, Inc. 0.00% No change 26 $7K
SJS Investment Consulting Inc. 0.00% No change 25 $6K
Quadrant Capital Group LLC 0.00% No change 25 $6K
Accordant Advisory Group Inc 0.01% No change 25 $6K
Crews Bank & Trust 0.00% — 25 $6K
Versant Capital Management, Inc 0.00% No change 24 $6K
Wood Tarver Financial Group, LLC 0.00% — 25 $6K
Coston, McIsaac & Partners 0.00% Reduce -62.5% 24 $6K
Independence Bank of Kentucky 0.00% Reduce -48.9% 23 $6K
Silicon Valley Capital Partners 0.00% No change 21 $5K
Proffitt & Goodson Inc. 0.00% Reduce -78.7% 20 $5K
Nemes Rush Group LLC 0.00% New 20 $5K
Global Trust Asset Management, LLC 0.00% No change 19 $5K
Gen-Wealth Partners Inc 0.00% No change 18 $5K
Northwest Capital Management Inc 0.00% No change 16 $4K
Providence First Trust Co 0.00% New 16 $4K
Denver PWM, LLC 0.00% New 13 $3K
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% No change 10 $3K
Oarsman Capital, Inc. 0.00% No change 5 $1K
FSA Wealth Management LLC 0.00% No change 4 $1K
Avion Wealth 0.00% No change 5 $1K
Evelyn Partners Investment Management LLP 0.00% — 3 $761
Signature Resources Capital Management, LLC 0.00% No change 2 $507
Blue Trust, Inc. 0.00% Reduce -98.7% 1 $195

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