Vanguard Health Care ETFVHTETF

13F holders, Q1 2025 (March 31)
1,058holders +1
83new positions
70sold out
4famous investors
$264.29avg. 13F price*

At the end of Q1 2025, 1,058 institutions reported holding Vanguard Health Care ETF (VHT) in their 13F filings, up 1 from Q4 2024. 83 opened new positions and 70 sold out. The largest holders were Morgan Stanley ($392.9M), Bank of America Corp. ($389.2M) and UBS Group AG ($336.4M). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions83$66.7M
Exits70$58.8M

All 13F filers, Q4 2024 → Q1 2025: 1,211,472 shares bought and 2,466,150 shares sold, net −1,254,678 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,058 holders

Morgan Stanley 0.03% Reduce -6.5% 1,484,228 $392.9M
Bank of America Corp. 0.03% Reduce -18.2% 1,470,122 $389.2M
UBS Group AG 0.07% Reduce -0.4% 1,270,552 $336.4M
PGIM Custom Harvest LLC 6.51% Add +2.4% 1,028,427 $272.3M
Wells Fargo & Company 0.06% Reduce -1.1% 943,441 $249.8M
Harel Insurance Investments & Financial Services Ltd. 2.63% Reduce -0.0% 759,085 $201.0M
LPL Financial LLC 0.08% Add +2.0% 758,905 $200.9M
Everett Harris & Co. 2.54% Reduce -0.5% 743,999 $197.0M
Royal Bank of Canada 0.04% Add +33.3% 617,304 $163.4M
Ameriprise Financial Inc. 0.03% Reduce -12.4% 457,289 $121.1M
Raymond James Financial Inc. 0.04% Reduce -7.2% 447,276 $118.4M
Envestnet Asset Management Inc. 0.03% Add +6.0% 400,167 $105.9M
Northwestern Mutual Wealth Management Co. 0.08% Reduce -10.3% 368,043 $97.4M
Cetera Investment Advisers 0.16% Add +2.7% 307,905 $81.5M
Morningstar Investment Management LLC 6.53% Add +5.5% 289,878 $76.7M
Commonwealth Equity Services, LLC 0.10% Add +6.3% 268,753 $71.1M
Janney Montgomery Scott LLC 0.20% Add +0.9% 262,548 $69.5M
JPMorgan Chase & Co. 0.01% Reduce -3.8% 245,167 $64.9M
Stifel Financial Corp. 0.06% Add +10.9% 210,576 $55.7M
PNC Financial Services Group, Inc. 0.02% Reduce -1.0% 170,044 $45.0M
MAI Capital Management 0.34% Add +11.2% 168,063 $44.5M
Invictus Private Wealth, LLC 3.45% Add +3.9% 164,258 $43.5M
Osaic Holdings, Inc. 0.09% Reduce -37.4% 152,398 $40.4M
Allied Investment Advisors, LLC 7.35% Add +6.9% 146,529 $38.8M
Cambridge Investment Research Advisors, Inc. 0.12% Add +0.9% 129,829 $34.4M
Armstrong Advisory Group, Inc. 2.69% No change 132,711 $33.7M
M&T Bank Corp 0.12% Reduce -12.8% 125,042 $33.1M
MML Investors Services, LLC 0.11% Reduce -5.6% 120,598 $31.9M
Agf Management Ltd. 0.17% Reduce -6.0% 120,287 $31.8M
GWN Securities Inc. 1.79% Add +1001.0% 133,948 $31.7M
Cerity Partners LLC 0.06% Reduce -0.8% 117,997 $31.2M
CW Advisors, LLC 0.35% Add +43.8% 110,867 $29.4M
KCM Investment Advisors LLC 1.04% Add +3.5% 108,506 $28.7M
BNP Paribas Financial Markets 0.02% Add +35891.4% 100,056 $26.5M
Rockefeller Capital Management L.P. 0.06% Reduce -17.5% 96,413 $25.5M
Peapack Gladstone Financial Corp. 0.37% Add +1.1% 95,224 $25.2M
First Manhattan Co. Llc. 0.07% No change 92,057 $24.4M
Captrust Financial Advisors 0.06% Reduce -5.2% 89,777 $23.8M
Capital Advantage, Inc. 4.08% No change 88,320 $22.4M
HighTower Advisors, LLC 0.03% Reduce -1.6% 77,715 $20.6M
Truist Financial Corp. 0.03% Reduce -12.5% 77,605 $20.5M
Stratos Wealth Partners, LTD. 0.31% Reduce -1.3% 76,525 $20.3M
Mariner, LLC 0.03% Add +2.7% 75,825 $20.1M
Creative Planning 0.02% Add +10.2% 73,896 $19.6M
Focus Partners Wealth 0.05% Reduce -7.7% 71,577 $18.9M
Avantax Advisory Services, Inc. 0.11% Add +0.2% 71,376 $18.9M
Marotta Asset Management 3.65% Reduce -1.5% 65,803 $18.6M
WBH Advisory Inc. 1.73% Reduce -3.4% 70,039 $18.5M
Wheelhouse Advisory Group LLC 10.09% Add +8.7% 66,762 $17.7M
Main Management LLC 1.55% Add +0.2% 66,363 $17.6M
Chai Trust Co. LLC 1.04% No change 63,033 $16.7M
Wealth Enhancement Advisory Services, LLC 0.03% Add +50.7% 58,246 $15.4M
Full Sail Capital, LLC 0.99% Reduce -1.9% 57,894 $15.3M
Lido Advisors, LLC 0.09% Add +5.4% 56,261 $14.9M
Altfest L J & Co. Inc. 1.84% Add +1646.0% 55,295 $14.6M
Lakeshore Financial Planning, Inc. 5.68% New 51,490 $13.6M
Dakota Wealth Management 0.31% Reduce -0.9% 50,667 $13.4M
Integrated Wealth Concepts LLC 0.15% Reduce -6.4% 49,587 $13.1M
Estate Counselors, LLC 1.35% Reduce -7.3% 49,110 $13.0M
Cedar Mountain Advisors, LLC 2.88% Add +2.1% 48,558 $12.9M
Atria Wealth Solutions, Inc. 0.15% Reduce -7.4% 46,200 $12.2M
Bordeaux Wealth Advisors LLC 2.25% Reduce -2.0% 45,974 $12.2M
Baird Financial Group, Inc. 0.02% Reduce -3.7% 45,741 $12.1M
Corient Private Wealth LP 0.02% Reduce -5.3% 45,100 $11.9M
Private Advisor Group, LLC 0.07% Reduce -3.0% 44,442 $11.8M
Goldman Sachs Group Inc. 0.00% Reduce -19.8% 44,394 $11.8M
Trust Co. of Vermont 0.56% Add +22.1% 42,145 $11.2M
FMR LLC 0.00% Add +2.5% 41,760 $11.1M
Tudor Investment Corporation 0.10% New 41,089 $10.9M
MassMutual Private Wealth & Trust, FSB 0.31% Add +3.9% 40,567 $10.7M
Exchange Capital Management, Inc. 1.73% Add +13.3% 40,351 $10.7M
Adaptive Financial Consulting, LLC 4.51% Reduce -2.4% 39,816 $10.5M
New England Private Wealth Advisors LLC 1.61% Reduce -0.5% 39,309 $10.4M
Atlas Capital Advisors Inc. 1.28% Reduce -2.8% 38,521 $10.2M
Principal Securities, Inc. 0.22% No change 39,572 $10.0M
Bank of Nova Scotia 0.02% No change 37,642 $10.0M
Titleist Asset Management, LLC 1.15% Add +37.7% 37,430 $9.9M
Atlas Legacy Advisors, LLC 2.51% Reduce -1.6% 37,306 $9.9M
Jones Financial Companies LLLP 0.01% Add +26.8% 36,274 $9.5M
TD Waterhouse Canada Inc. 0.08% Reduce -0.3% 35,785 $9.3M
Kestra Advisory Services, LLC 0.04% Reduce -54.4% 35,121 $9.3M
Consolidated Portfolio Review Corp 1.44% Reduce -2.0% 33,929 $9.0M
Ballast, Inc. 2.48% Add +1.7% 33,121 $8.8M
LM Advisors LLC 1.59% Add +0.3% 33,071 $8.8M
Federation des caisses Desjardins du Quebec 0.04% Reduce -6.1% 33,066 $8.8M
Ameritas Advisory Services, LLC 0.33% Add +5.1% 31,194 $8.1M
Asset Planning Corporation 4.74% Reduce -0.6% 30,375 $8.0M
Ami Investment Management Inc. 2.56% Reduce -1.6% 29,988 $7.9M
Summit Financial, LLC 0.22% Add +1344.6% 29,311 $7.8M
Trust Co. of Oklahoma 2.67% Add +2.2% 29,212 $7.7M
Sharper & Granite LLC 3.16% Reduce -1.5% 28,940 $7.7M
Paragon Financial Partners, Inc. 5.96% Reduce -0.1% 28,718 $7.6M
Royal Fund Management, LLC 0.88% Reduce -49.2% 27,576 $7.4M
White Lighthouse Investment Management Inc. 1.32% Add +0.5% 27,830 $7.4M
Bleakley Financial Group, LLC 0.24% Reduce -18.2% 27,818 $7.4M
SP Asset Management LLC 0.64% Add +5.0% 27,499 $7.3M
CVA Family Office, LLC 1.10% Add +0.1% 27,175 $7.2M
Safeguard Investment Advisory Group, LLC 1.95% Add +1.7% 27,002 $7.2M
Financial Management Network Inc. 1.61% Reduce -5.0% 29,374 $7.2M
Callan Capital, LLC 0.52% Reduce -1.5% 26,755 $7.1M
Apollon Financial, LLC 1.67% Add +3.0% 26,679 $7.1M
Focus Financial Network, Inc. 0.28% Reduce -2.7% 26,092 $6.9M
Onyx Bridge Wealth Group LLC 0.98% Reduce -11.2% 25,920 $6.9M
Bailard, Inc. 0.17% Reduce -5.0% 25,601 $6.8M
Citigroup Inc. 0.01% Reduce -9.5% 25,228 $6.7M
Northern Trust Corp. 0.00% Reduce -4.3% 24,832 $6.6M
Comerica Bank 0.03% Reduce -14.3% 24,808 $6.6M
Fifth Third Bancorp 0.02% Reduce -6.5% 24,622 $6.5M
Founders Grove Wealth Partners, LLC 1.81% Add +7.1% 24,496 $6.5M
Susquehanna International Group, LLP 0.01% Reduce -7.7% 24,469 $6.5M
Evergreen Capital Management LLC 0.22% Add +0.4% 24,389 $6.5M
D.A. Davidson & Co. 0.05% Add +0.7% 24,306 $6.4M
Cornerstone Advisory, LLC 0.75% Reduce -10.3% 26,158 $6.4M
Wall Street Financial Group, Inc. 6.64% Reduce -11.7% 24,191 $6.4M
Summit Wealth Group, LLC 1.87% Add +1.0% 24,153 $6.4M
Johnson Investment Counsel Inc. 0.06% Add +2.8% 24,117 $6.4M
Mercer Global Advisors Inc. 0.01% Add +0.1% 23,970 $6.3M
J.W. Cole Advisors, Inc. 0.20% Add +210.9% 23,887 $6.3M
GTS Securities LLC 0.27% Reduce -10.3% 23,682 $6.3M
Orion Porfolio Solutions, LLC 0.06% Add +11.3% 23,580 $6.2M
Orion Portfolio Solutions, LLC 0.06% Add +11.3% 23,580 $6.2M
Bank of Montreal 0.00% Add +36.2% 23,044 $6.1M
EP Wealth Advisors, LLC 0.05% Reduce -2.8% 22,929 $6.1M
Chokshi & Queen Wealth Advisors, Inc 4.01% Reduce -1.8% 22,878 $6.1M
Madden Advisory Services, Inc. 2.78% Reduce -1.3% 22,513 $6.0M
DMKC Advisory Services, LLC 5.37% Add +3.6% 22,507 $6.0M
Kinloch Capital, LLC 2.84% New 22,436 $5.9M
Axiom Financial Strategies, LLC 3.48% Reduce -1.0% 22,177 $5.9M
Brown Advisory Inc. 0.01% No change 22,107 $5.9M
Allworth Financial LP 0.03% Reduce -1.3% 23,242 $5.8M
Circle Wealth Management, LLC 0.13% Reduce -25.4% 21,978 $5.8M
Robertson Stephens Wealth Management, LLC 0.21% Reduce -8.8% 21,572 $5.7M
WESCAP Management Group, Inc. 1.39% Add +0.2% 21,512 $5.7M
Sequoia Financial Advisors, LLC 0.04% Reduce -4.2% 20,948 $5.5M
Sage Rhino Capital LLC 1.29% Reduce -5.8% 20,939 $5.5M
David Kennon Inc 2.20% Add +6.5% 20,875 $5.5M
Scotia Capital Inc. 0.03% Add +7.7% 20,801 $5.5M
Calton & Associates, Inc. 1.23% Add +2.6% 20,416 $5.4M
Wealthcare Advisory Partners LLC 0.14% Add +0.7% 20,202 $5.3M
Citadel Advisors 0.01% Add +35.6% 20,160 $5.3M
Clearstead Advisors, LLC 0.08% Add +0.0% 19,940 $5.3M
Nvest Financial, LLC 2.81% Add +5.3% 19,816 $5.2M
Curran Financial Partners, LLC 1.28% Add +834.6% 19,730 $5.2M
Equitable Holdings, Inc. 0.05% Add +9.6% 19,592 $5.2M
First PREMIER Bank 1.31% Reduce -0.5% 19,531 $5.2M
Webster Bank, N. A. 0.57% Add +3.8% 19,506 $5.2M
Concurrent Investment Advisors, LLC 0.12% Add +45.7% 19,167 $5.1M
Beacon Capital Management, Inc. 0.25% Reduce -95.0% 20,460 $5.1M
Hikari Tsushin, Inc. 0.34% Add +0.8% 19,016 $5.0M
BTG Pactual Asset Management US LLC 0.65% Add +1.2% 18,955 $5.0M
Merit Financial Group, LLC 0.07% Add +29.1% 18,661 $4.9M
Steward Partners Investment Advisory, LLC 0.04% Add +6.3% 18,391 $4.9M
Destination Wealth Management 0.15% Add +1.4% 18,298 $4.8M
Tiaa Trust, National Association 0.01% Reduce -7.6% 17,950 $4.8M
Harbour Investments, Inc. 0.14% Add +2.9% 17,864 $4.7M
Delta Financial Group, Inc. 1.08% Add +9.7% 17,509 $4.7M
Moser Wealth Advisors, LLC 2.46% Add +4.7% 17,755 $4.7M
IHT Wealth Management, LLC 0.15% Add +58.1% 17,956 $4.7M
Trinity Legacy Partners, LLC 1.18% Add +3.0% 19,213 $4.6M
Blair William & Co. 0.01% Reduce -6.0% 17,472 $4.6M
IFP Advisors, Inc 0.14% Add +279.1% 17,387 $4.6M
Jmac Enterprises LLC 1.09% Add +2.6% 17,328 $4.6M
Goepper Burkhardt LLC 1.81% Reduce -15.4% 17,102 $4.5M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -3.9% 16,347 $4.3M
National Bank of Canada 0.01% Add +2.6% 16,282 $4.3M
Obsidian Personal Planning Solutions LLC 1.91% New 16,719 $4.3M
Gibraltar Capital Management, Inc. 0.91% New 16,000 $4.2M
SBI Securities Co., Ltd. 0.14% Reduce -6.3% 15,832 $4.2M
Anchor Investment Management, LLC 0.39% Add +6.5% 15,730 $4.2M
HB Wealth Management, LLC 0.03% Add +35.0% 15,567 $4.1M
Twin Focus Capital Partners, LLC 0.63% Reduce -4.3% 15,375 $4.1M
Paradigm Capital Management, LLC 4.23% Reduce -11.8% 15,374 $4.1M
Baron Financial Group, LLC 2.53% Add +0.0% 15,164 $4.0M
Sound View Wealth Advisors Group, LLC 0.33% Reduce -1.3% 15,036 $4.0M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -13.0% 14,785 $3.9M
Park National Corp. 0.14% Reduce -2.0% 14,672 $3.9M
Richmond Brothers, Inc. 2.39% Add +5.8% 14,297 $3.8M
Praetorian Wealth Management, Inc. 0.91% Add +2.7% 14,065 $3.7M
NewEdge Advisors, LLC 0.02% Reduce -11.3% 13,972 $3.7M
CreativeOne Wealth, LLC 0.11% Add +123.3% 13,414 $3.6M
Acorn Wealth Advisors, LLC 1.48% Reduce -4.0% 13,410 $3.5M
US Bancorp \de 0.00% Add +0.9% 13,323 $3.5M
Waverly Advisors, LLC 0.04% Add +59.0% 12,952 $3.4M
Veltria Advisors Corp. 2.21% Reduce -0.3% 12,828 $3.4M
Atria Investments, Inc 0.04% Reduce -3.3% 12,729 $3.4M
Fischer Financial Services, Inc. 1.06% Reduce -0.7% 12,449 $3.3M
Cora Capital Advisors LLC 1.56% Reduce -3.2% 12,325 $3.3M
Advisors Capital Management, LLC 0.05% Add +1.8% 12,322 $3.3M
Wealthspire Retirement, LLC 0.26% Reduce -0.7% 12,294 $3.3M
Financial Futures Ltd Liability Co. 1.84% Reduce -2.8% 12,284 $3.3M
Quantinno Capital Management LP 0.02% Add +43.0% 12,186 $3.2M
Altura Wealth Advisors Inc. 2.11% Add +39.3% 12,035 $3.2M
Tower Research Capital LLC (TRC) 0.09% Add +171.4% 11,944 $3.2M
Baker Ellis Asset Management LLC 0.46% Reduce -0.8% 11,927 $3.2M
Brookstone Capital Management 0.04% Add +8.2% 11,841 $3.1M
CIBC Private Wealth Group LLC 0.01% Reduce -4.4% 12,927 $3.1M
Rwa Wealth Partners, LLC 0.04% Reduce -4.1% 11,704 $3.1M
Westside Investment Management, Inc. 0.64% Add +3.4% 11,443 $3.0M
Bluesphere Advisors LLC 1.71% Reduce -0.1% 11,312 $3.0M
Raab & Moskowitz Asset Management LLC 0.74% Reduce -1.1% 11,120 $2.9M
Penobscot Wealth Management 1.23% Reduce -20.5% 11,012 $2.9M
Two Sigma Investments, LP 0.01% Reduce -90.7% 11,000 $2.9M
First Financial Corp. 1.40% Reduce -11.9% 10,954 $2.9M
Gladstone Institutional Advisory LLC 0.13% Add +0.3% 10,829 $2.9M
O'shaughnessy Asset Management, LLC 0.02% Add +119.3% 10,822 $2.9M
Financial Freedom, LLC 1.61% Reduce -4.3% 10,606 $2.8M
Wealthfront Advisers LLC 0.01% Reduce -12.4% 10,386 $2.7M
Genesis Private Wealth, LLC 1.45% Add +4.7% 10,293 $2.7M
Cresset Asset Management, LLC 0.01% Reduce -1.1% 10,234 $2.7M
Capital Analysts, LLC 0.10% Add +0.1% 10,224 $2.7M
Keebeck Wealth Management 0.40% Reduce -5.8% 10,138 $2.7M
Joule Financial, LLC 0.94% Add +10.3% 10,127 $2.7M
Apollon Wealth Management, LLC 0.06% Add +3.5% 10,042 $2.7M
Choate Investment Advisors 0.07% Reduce -0.6% 10,018 $2.7M
Greenline Partners, LLC 0.38% Reduce -11.1% 9,992 $2.6M
O'ROURKE & COMPANY, Inc 1.31% Reduce -1.2% 9,938 $2.6M
OneDigital Investment Advisors LLC 0.03% Reduce -5.5% 9,752 $2.6M
Valmark Advisers, Inc. 0.04% Add +4.3% 9,636 $2.6M
Trilogy Capital Inc. 0.13% Add +2.7% 9,584 $2.5M
FRG Family Wealth Advisors LLC 0.49% Reduce -2.1% 9,568 $2.5M
TruWealth Advisors, LLC 0.15% Reduce -1.0% 9,485 $2.5M
Bokf, NA 0.04% Reduce -1.6% 9,426 $2.5M
Hilltop Holdings Inc. 0.16% Add +14.5% 9,405 $2.5M
Beacon Pointe Advisors, LLC 0.03% Add +2.5% 9,404 $2.5M
Hikari Power Ltd 0.19% Add +3.2% 9,280 $2.5M
Evoke Wealth, LLC 0.06% No change 9,277 $2.5M
Cozad Asset Management Inc. 0.24% No change 9,218 $2.4M
Tranquilli Financial Advisor LLC 1.52% Add +6.2% 9,102 $2.4M
Cassaday & Co Wealth Management LLC 0.07% Reduce -3.4% 9,044 $2.4M
Alexander Labrunerie & Co., Inc. 1.05% Add +1.0% 9,035 $2.4M
Avantax Planning Partners, Inc. 0.08% Add +34.1% 9,018 $2.4M
Advisory Services Network, LLC 0.05% Reduce -60.4% 8,977 $2.4M
CX Institutional 0.09% Add +26.2% 8,952 $2.4M
Exchange Traded Concepts, LLC 0.04% No change 8,865 $2.3M
NorthCrest Asset Manangement, LLC 0.07% Add +7.2% 8,865 $2.3M
One Day In July LLC 0.23% Add +0.6% 8,780 $2.3M
Retireful, LLC 2.19% New 8,818 $2.3M
Creative Financial Designs Inc. 0.18% Add +11.5% 8,726 $2.3M
North Star Investment Management Corp. 0.17% Add +0.1% 8,698 $2.3M
Stonehage Fleming Financial Services Holdings Ltd 0.08% Add +5.7% 8,633 $2.3M
Sigma Planning Corp 0.07% Reduce -7.0% 8,583 $2.3M
Silverlake Wealth Management LLC 0.86% Reduce -4.3% 8,481 $2.2M
SOL Capital Management CO 0.25% Add +13.4% 8,482 $2.2M
NORTHSTAR ASSET MANAGEMENT Co 0.54% Reduce -3.5% 8,430 $2.2M
Fifth Third Securities, Inc. 0.19% Reduce -9.3% 8,410 $2.2M
Autumn Glory Partners, LLC 1.10% No change 8,375 $2.2M
Bank Hapoalim BM 0.33% Reduce -6.9% 8,293 $2.2M
NCM Capital Management, LLC 0.99% No change 8,280 $2.2M
Oppenheimer & Co. Inc. 0.03% Add +3.4% 8,090 $2.1M
Accel Wealth Management 0.77% Reduce -3.3% 8,021 $2.1M
City State Bank 0.69% No change 7,952 $2.1M
Essex Financial Services, Inc. 0.15% Add +0.1% 7,868 $2.1M
Visionary Wealth Advisors 0.12% Add +219.3% 7,811 $2.1M
Redhawk Wealth Advisors, Inc. 0.28% Add +88.6% 7,791 $2.1M
Liberty Wealth Management LLC 0.38% Add +2.8% 7,535 $2.0M
Petix & Botte Co 0.52% Reduce -1.8% 7,428 $2.0M
Aprio Wealth Management, LLC 0.25% Reduce -1.4% 7,412 $2.0M
MontVue Capital Management, Inc. 1.55% No change 7,296 $1.9M
Cornerstone Wealth Management, LLC 0.13% Add +3.4% 7,283 $1.9M
Parallel Advisors, LLC 0.04% Add +10.3% 7,272 $1.9M
Principle Wealth Partners LLC 0.14% No change 7,255 $1.9M
Compass Ion Advisors, LLC 0.22% Reduce -6.8% 7,190 $1.9M
Sachetta, LLC 0.78% Add +6.5% 7,189 $1.9M
Mgo One Seven LLC 0.07% Reduce -8.2% 7,173 $1.9M
Readystate Asset Management LP 0.17% New 7,169 $1.9M
Cathy Pareto & Associates, Inc. 1.67% Reduce -2.5% 7,135 $1.9M
First Trust Advisors LP 0.00% Reduce -42.5% 7,112 $1.9M
AssuredPartners Investment Advisors, LLC 0.36% Reduce -0.4% 7,079 $1.9M
Glenmede Trust Co. NA 0.01% Add +3.2% 7,026 $1.9M
Prime Capital Investment Advisors, LLC 0.02% Reduce -11.1% 6,840 $1.8M
Embree Financial Group 0.30% Reduce -2.9% 6,735 $1.8M
Institute for Wealth Management, LLC. 0.23% Add +131.1% 6,711 $1.8M
&partners 0.02% Reduce -1.6% 6,694 $1.8M
Houlihan Financial Resource Group, Ltd. 0.79% Add +0.0% 6,627 $1.8M
Eagle Strategies LLC 0.30% Add +12.7% 6,593 $1.7M
Snowden Capital Advisors LLC 0.06% Add +5.6% 6,507 $1.7M
Bragg Financial Advisors, Inc 0.07% Reduce -2.5% 6,492 $1.7M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -22.3% 6,429 $1.7M
Novak & Powell Financial Services, Inc. 1.05% Add +2.2% 6,396 $1.7M
Arax Advisory Partners 0.11% Reduce -20.8% 6,361 $1.7M
Advantage Trust Co 1.02% Reduce -23.7% 6,351 $1.7M
SlateStone Wealth, LLC 0.17% No change 6,344 $1.7M
High Net Worth Advisory Group LLC 0.47% Reduce -4.0% 6,305 $1.7M
Gray Foundation 0.52% No change 6,300 $1.7M
SeaCrest Wealth Management, LLC 0.19% Add +237.1% 6,259 $1.7M
NWF Advisory Services Inc. 0.23% Add +5.1% 6,222 $1.6M
Ausdal Financial Partners, Inc. 0.12% Reduce -1.6% 6,177 $1.6M
North Forty Two & Co. 1.80% Add +2.8% 6,156 $1.6M
RDA Financial Network 0.48% Add +0.3% 6,143 $1.6M
Rossby Financial, LCC 0.70% Add +18.8% 6,444 $1.6M
Kingswood Wealth Advisors, LLC 0.15% Add +4.2% 6,096 $1.6M
Blackston Financial Advisory Group, LLC 1.09% Reduce -3.9% 6,044 $1.6M
N.E.W. Advisory Services LLC 0.12% Add +15.5% 6,032 $1.6M
Northstar Group, Inc. 0.27% Add +0.0% 6,031 $1.6M
Signature Estate & Investment Advisors LLC 0.04% Reduce -9.2% 6,012 $1.6M
Whittier Trust Co. 0.02% Add +0.1% 6,007 $1.6M
Brighton Jones LLC 0.05% Add +0.3% 6,002 $1.6M
TrueWealth Financial Partners 0.95% New 5,937 $1.6M
Financial Advisory Partners, LLC 0.52% No change 5,830 $1.5M
AIMZ Investment Advisors, LLC 0.53% Add +9.6% 5,751 $1.5M
Howard Wealth Management, LLC 0.84% Reduce -1.3% 5,682 $1.5M
Charter Oak Capital Management, LLC 0.14% Reduce -5.5% 5,647 $1.5M
Dunhill Financial, LLC 0.67% Add +2.5% 5,605 $1.5M
Mutual Advisors, LLC 0.04% Reduce -8.2% 5,881 $1.5M
Perigon Wealth Management, LLC 0.04% Reduce -0.9% 5,579 $1.5M
Parsons Capital Management Inc. 0.08% Reduce -1.9% 5,571 $1.5M
Idaho Trust Co 0.59% Reduce -0.1% 5,486 $1.5M
Bigelow Investment Advisors, LLC 0.68% Reduce -6.6% 5,403 $1.4M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -0.6% 5,375 $1.4M
Williams Jones Wealth Management, LLC. 0.02% No change 5,328 $1.4M
Independent Financial Group, LLC 0.05% Add +10.1% 5,311 $1.4M
Stephens Inc. 0.02% Add +1.3% 5,304 $1.4M
PFG Advisors 0.08% Reduce -8.1% 5,277 $1.4M
Good Life Advisors, LLC 0.10% Add +0.9% 5,268 $1.4M
Park Avenue Securities LLC 0.02% Add +85.7% 5,258 $1.4M
Meridian Wealth Advisors, LLC 0.24% Reduce -3.6% 5,246 $1.4M
WNY Asset Management, LLC 0.16% Add +27.5% 5,222 $1.4M
Lowe Brockenbrough & Co. Inc. 0.09% Reduce -24.7% 5,207 $1.4M
CoreCap Advisors, LLC 0.06% Reduce -49.3% 5,206 $1.4M
Dahring | Cusmano LLC 1.19% Add +9.9% 5,199 $1.4M
Salomon & Ludwin, LLC 0.15% Add +5.3% 5,172 $1.4M
Stonebridge Financial Group, LLC 0.15% Reduce -1.8% 5,170 $1.4M
Sheets Smith Wealth Management 0.17% Reduce -2.7% 5,112 $1.4M
Ingalls & Snyder LLC 0.04% Add +2.3% 5,073 $1.3M
Janus Henderson Group PLC 0.00% Reduce -93.5% 5,108 $1.3M
Whittier Trust Co. of Nevada Inc. 0.03% Add +11.1% 5,058 $1.3M
Hudson Value Partners, LLC 0.50% Add +31.0% 5,054 $1.3M
Investor's Fiduciary Advisor Network, LLC 0.63% Add +1.4% 5,045 $1.3M
Sanctuary Advisors, LLC 0.01% Reduce -17.5% 5,012 $1.3M
Planning Directions Inc. 0.56% Reduce -8.2% 4,977 $1.3M
Abbot Financial Management, Inc. 0.68% Add +6.9% 4,977 $1.3M
NorthCoast Asset Management LLC 0.01% Reduce -2.5% 4,960 $1.3M
Brown, Lisle/Cummings, Inc. 0.38% Add +1.5% 4,950 $1.3M
Manchester Capital Management LLC 0.16% Reduce -78.6% 4,921 $1.3M
Solutions 4 Wealth, Ltd 2.30% Add +0.2% 4,920 $1.3M
Fortis Advisors, LLC 0.85% Reduce -0.4% 4,913 $1.3M
Mission Wealth Management, LP 0.03% Add +6.8% 4,855 $1.3M
Cardiff Park Advisors, LLC 0.12% Add +1.4% 4,798 $1.3M
Olistico Wealth, LLC 0.78% Reduce -13.7% 4,742 $1.3M
Rooted Wealth Advisors, Inc. 0.53% New 5,065 $1.2M
Citizens Financial Group Inc. 0.02% Add +0.5% 4,658 $1.2M
Commerce Bank 0.01% Add +19.4% 4,635 $1.2M
Arkadios Wealth Advisors 0.05% Add +81.2% 4,631 $1.2M
Walleye Capital LLC 0.02% New 4,588 $1.2M
Axxcess Wealth Management, LLC 0.03% Add +41.2% 4,586 $1.2M
NewEdge Wealth, LLC 0.02% Reduce -3.3% 4,576 $1.2M
Wharton Business Group, LLC 0.05% Add +0.4% 4,529 $1.2M
Neuberger Berman Group LLC 0.00% Add +0.4% 4,524 $1.2M
James Hambro & Partners LLP 0.05% Add +97.1% 4,465 $1.2M
McIntyre Freedman & Flynn Investment Advisers Inc. 0.86% No change 4,405 $1.2M
Councilor Wealth, LLC 0.58% Add +0.1% 4,403 $1.2M
Philadelphia Trust Co. 0.10% No change 4,383 $1.2M
Focused Wealth Management, Inc 0.16% Reduce -9.5% 4,376 $1.2M
Wealth Management Resources, Inc. 0.41% Reduce -3.7% 4,270 $1.1M
Prospera Financial Services Inc 0.03% Add +35.7% 4,264 $1.1M
Focus Partners Advisor Solutions, LLC 0.02% Add +137.7% 4,265 $1.1M
Eclectic Associates Inc. 0.30% Add +20.5% 4,254 $1.1M
Wealthspire Advisors, LLC 0.01% Add +0.6% 4,246 $1.1M
Triangle Securities Wealth Management 0.28% Add +1.4% 4,166 $1.1M
Pinnacle Associates Ltd. 0.02% Add +11.1% 4,151 $1.1M
Goldstein Advisors, LLC 0.16% Reduce -4.1% 4,147 $1.1M
Live Oak Investment Partners 0.86% New 4,114 $1.1M
Assetmark, Inc. 0.00% Add +3.0% 4,079 $1.1M
PFG Investments, LLC 0.07% Reduce -0.3% 4,075 $1.1M
Pallas Capital Advisors LLC 0.04% Reduce -1.1% 4,066 $1.1M
Nations Financial Group Inc, /Ia/ 0.08% Add +11.4% 4,019 $1.1M
RBA Wealth Management, LLC 0.42% Reduce -4.3% 4,008 $1.1M
Sumitomo Mitsui Financial Group, Inc. 0.02% Reduce -28.4% 3,986 $1.1M
Centaurus Financial, Inc. 0.06% Add +4.8% 3,971 $1.1M
Summit Trail Advisors, LLC 0.03% Reduce -8.3% 3,961 $1.0M
Dynamic Advisor Solutions LLC 0.03% New 3,953 $1.0M
Wilmington Savings Fund Society, FSB 0.02% Add +0.1% 3,946 $1.0M
AQR Capital Management 0.00% Add +7.7% 3,942 $1.0M
Rathbones Group PLC 0.01% Reduce -1.7% 3,934 $1.0M
Christensen, King & Associates Investment Services, Inc. 0.49% Reduce -2.7% 3,924 $1.0M
Flagstar Securities, Inc. 0.27% Reduce -1.5% 3,918 $1.0M
Modera Wealth Management, LLC 0.01% Reduce -11.8% 3,897 $1.0M
Geneos Wealth Management Inc. 0.03% Reduce -19.3% 3,888 $1.0M
Better Money Decisions, LLC 0.69% Reduce -0.6% 3,882 $1.0M
Joseph P. Lucia & Associates, LLC 0.47% Reduce -13.5% 3,857 $1.0M
CRA Financial Services, LLC 0.17% Reduce -2.9% 3,842 $1.0M
Bellevue Asset Management, LLC 0.55% Add +0.0% 3,798 $1.0M
Inscription Capital, LLC 0.17% — 3,716 $1.0M
Cwm, LLC 0.00% Add +9.9% 3,789 $1.0M
Valeo Financial Advisors, LLC 0.03% Add +0.1% 3,773 $999K
Spire Wealth Management 0.03% Reduce -2.1% 3,753 $994K
BigSur Wealth Management LLC 0.27% No change 3,700 $980K
Elite Financial, Inc. 0.52% Reduce -3.9% 3,695 $978K
KDK Private Wealth Management, LLC 1.11% Reduce -1.1% 3,689 $976K
Pathstone Holdings, LLC 0.00% Reduce -18.5% 4,099 $974K
Integral Investment Advisors, Inc. 0.31% Add +20.2% 3,677 $974K
Gryphon Financial Partners LLC 0.14% Reduce -0.1% 3,653 $967K
One Charles Private Wealth Services, LLC 0.31% Reduce -5.4% 3,621 $959K
BCS Wealth Management 0.24% No change 3,600 $953K
Kennedy Investment Group, Inc. 0.44% Add +3.6% 3,556 $941K
Farther Finance Advisors, LLC 0.02% Add +151.0% 3,594 $934K
BlackRock, Inc. 0.00% Add +17.0% 3,520 $932K
McGlone Suttner Wealth Management, Inc. 0.15% Add +0.1% 3,493 $925K
Optima Capital LLC 0.59% Reduce -1.5% 3,479 $921K
Red Mountain Financial, LLC 1.12% Add +108.3% 3,460 $916K
Dorsey & Whitney Trust CO LLC 0.05% Reduce -12.3% 3,458 $915K
Kestra Private Wealth Services, LLC 0.02% Add +3.9% 3,456 $915K
Main Street Financial Solutions, LLC 0.08% Add +2.7% 3,449 $913K
Warner Financial, Inc. 0.40% Add +4.7% 3,415 $904K
Long Island Wealth Management, Inc. 0.55% Reduce -10.3% 3,412 $903K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% Add +83.4% 3,449 $897K
Leavell Investment Management, Inc. 0.04% Add +0.5% 3,382 $895K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.14% Reduce -10.7% 3,383 $889K
Financial Insights, Inc. 0.35% No change 3,337 $883K
Conservest Capital Advisors, Inc. 0.09% Add +0.8% 3,329 $881K
Financial Perspectives, Inc 0.30% Add +1.8% 3,311 $877K
Pacific Center for Financial Services 0.23% Add +0.3% 3,307 $876K
Retirement Planning Co of New England, Inc. 0.43% Reduce -3.9% 3,298 $873K
Ignite Planners, LLC 0.17% Add +321.8% 3,488 $871K
Disciplined Investors, L.L.C. 0.78% Reduce -1.1% 3,272 $866K
CCG Wealth Management, LLC 0.51% No change 3,228 $855K
Adams Wealth Management 0.17% New 3,228 $855K
CacheTech Inc. 0.17% New 3,228 $855K
Ashton Thomas Securities, LLC 0.24% Reduce -1.2% 3,226 $854K
Wealthspan Partners, LLC 0.39% Add +2.2% 3,211 $850K
Werba Rubin Papier Wealth Management 0.18% Reduce -19.2% 3,211 $850K
Smith & Howard Wealth Management, LLC 0.23% No change 3,202 $848K
Jefferies Financial Group Inc. 0.02% Add +6.4% 3,168 $839K
Pinnacle Financial Group, LLC / IL 0.30% New 3,167 $838K
EverSource Wealth Advisors, LLC 0.05% Reduce -91.5% 3,130 $829K
Vanguard Group Inc. 0.00% Reduce -0.9% 3,128 $828K
Charles Schwab Investment Management Inc. 0.00% Reduce -20.1% 3,127 $828K
LPWM LLC 0.26% Add +5.4% 3,101 $821K
Dentgroup LLC 0.61% Reduce -0.2% 3,072 $813K
Fiduciary Trust Co 0.01% Reduce -10.2% 3,068 $812K
First Wilshire Securities Management Inc. 0.23% No change 3,050 $807K
Hennion & Walsh Asset Management, Inc. 0.04% Add +87.5% 3,046 $806K
Grandfield & Dodd, LLC 0.05% No change 3,045 $806K
Holderness Investments Co. 0.19% Add +10.0% 3,037 $804K
Gradient Capital Advisors, LLC 0.26% Reduce -4.3% 3,029 $802K
Daymark Wealth Partners, LLC 0.03% Add +68.8% 3,026 $801K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -94.2% 3,000 $794K
McGinn Penninger Investment Management, Inc. 0.52% New 2,992 $792K
Ranch Capital Advisors Inc. 0.37% No change 2,981 $789K
Savant Capital, LLC 0.01% Add +0.2% 2,979 $789K
Brown Miller Wealth Management, LLC 0.27% No change 2,961 $784K
Brandywine Oak Private Wealth LLC 0.08% No change 2,958 $783K
Accretive Wealth Partners, LLC 0.28% No change 3,182 $780K
World Investment Advisors 0.02% Add +2.8% 2,942 $779K
DAVENPORT & Co LLC 0.00% Reduce -6.9% 2,940 $778K
Optas, LLC 0.13% Add +100.0% 2,926 $775K
Great Valley Advisor Group, Inc. 0.02% Add +17.6% 2,925 $774K
Kelleher Financial Advisors 0.31% No change 2,904 $769K
Park Square Financial Group, LLC 0.61% Add +4.8% 2,903 $768K
Country Club Bank 0.05% No change 2,910 $765K
HBK Sorce Advisory LLC 0.02% Reduce -1.8% 2,859 $757K
Checchi Capital Advisers, LLC 0.05% Add +9.5% 2,853 $755K
Tudor Financial Inc. 0.45% New 2,849 $754K
Nicolet Bankshares Inc. 0.15% Add +36.7% 2,832 $750K
Atala Financial Inc 0.54% No change 2,810 $744K
Graypoint LLC 0.05% Reduce -0.9% 2,798 $741K
Belpointe Asset Management LLC 0.04% Reduce -0.3% 2,790 $739K
Freestone Capital Holdings, LLC 0.03% Add +22.1% 2,775 $735K
Cibc World Market Inc. 0.00% Reduce -12.1% 2,744 $726K
Synovus Financial Corp. 0.01% Add +6.5% 2,728 $722K
Thrivent Financial for Lutherans 0.00% Reduce -82.3% 2,604 $720K
Modern Wealth Management, LLC 0.02% Reduce -6.4% 2,709 $717K
Sequent Planning LLC 0.26% Add +0.6% 2,697 $714K
Athena Investment Management 0.43% No change 2,677 $709K
Matrix Private Capital Group LLC 0.42% Reduce -8.3% 2,674 $708K
CWA Asset Management Group, LLC 0.03% Reduce -13.3% 2,664 $705K
HM Payson & Co. 0.01% No change 2,658 $704K
Alta Wealth Advisors LLC 0.32% Reduce -1.1% 2,634 $697K
Mather Group, Llc. 0.01% Add +6.2% 2,601 $689K
BIP Wealth, LLC 0.04% Add +3.1% 2,592 $686K
Ieq Capital, LLC 0.01% Add +110.0% 2,591 $686K
McGuire Investment Group, LLC 0.10% Add +5.8% 2,576 $682K
Clear Point Advisors Inc. 0.61% Add +2.3% 2,576 $682K
Capital Management Associates, Inc 0.15% Add +89.1% 2,560 $678K
LFA - Lugano Financial Advisors SA 0.46% No change 2,550 $675K
Tyler-Stone Wealth Management 0.12% Add +0.2% 2,541 $673K
Financial Engines Advisors L.L.C. 0.00% Reduce -20.8% 2,538 $672K
Simmons Bank 0.05% Reduce -2.6% 2,522 $668K
Yoder Wealth Management, Inc. 0.38% Add +4.8% 2,522 $668K
AE Wealth Management LLC 0.01% Add +45.1% 2,519 $667K
Meridian Wealth Management, LLC 0.03% Reduce -0.2% 2,502 $662K
Monograph Wealth Advisors, LLC 0.09% No change 2,500 $662K
PDS Planning, Inc 0.06% Reduce -6.6% 2,465 $653K
Townsquare Capital LLC 0.01% Reduce -2.0% 2,461 $652K
Debussy Capital Management LP 0.10% Add +16.8% 2,461 $652K
LJI Wealth Management, LLC 0.13% Reduce -2.6% 2,439 $646K
IVC Wealth Advisors LLC 0.35% Add +56.0% 2,437 $645K
Certified Advisory Corp 0.07% Reduce -0.2% 2,419 $640K
Retirement Planning Group, LLC 0.03% Add +57.0% 2,414 $639K
U.S. Capital Wealth Advisors, LLC 0.02% Add +2.4% 2,399 $635K
Wealth Alliance, LLC 0.08% Add +3.8% 2,399 $635K
Welch & Forbes LLC 0.01% No change 2,397 $635K
Moneta Group Investment Advisors LLC 0.01% Reduce -8.6% 2,396 $634K
HRT Financial LP 0.00% Add +7.0% 2,377 $629K
Graves Light Lenhart Wealth, Inc. 0.08% No change 2,374 $628K
Navis Wealth Advisors, LLC 0.62% Add +0.0% 2,367 $627K
Bright Financial Advisors, Inc. 0.38% No change 2,365 $626K
Dagco, Inc. 0.20% Reduce -7.6% 2,361 $625K
Meridian Investment Counsel Inc. 0.18% Add +1.3% 2,360 $625K
Westmount Partners, LLC 0.19% No change 2,352 $623K
Founders Financial Securities LLC 0.05% Add +5.8% 2,465 $622K
LifeGoal Investments, LLC 0.67% No change 2,346 $621K
Leeward Financial Partners, LLC 0.23% New 2,329 $617K
Essential Planning, LLC. 0.25% Reduce -98.3% 2,319 $614K
Absolute Capital Management, LLC 0.35% Reduce -27.3% 2,310 $612K
Koshinski Asset Management, Inc. 0.05% Reduce -7.5% 2,306 $611K
Benjamin Edwards Inc. 0.01% No change 2,291 $607K
Farmers & Merchants Investments Inc. 0.02% No change 2,283 $604K
D'Orazio & Associates, Inc. 0.09% No change 2,278 $603K
DHJJ Financial Advisors, Ltd. 0.24% Reduce -2.5% 2,267 $600K
Wealth Management Associates, Inc. 0.26% Add +5.3% 2,255 $597K
Fisher Asset Management 0.00% Add +108.2% 2,253 $597K
HCR Wealth Advisors 0.08% Reduce -14.2% 2,249 $595K
Finward Bancorp 0.52% Reduce -0.1% 2,249 $595K
Muirfield Wealth Advisors LLC 0.51% Reduce -26.9% 2,247 $595K
Grant Street Asset Management, Inc. 0.14% Reduce -55.3% 2,217 $587K
Pacific Sun Financial Corp 0.33% Reduce -0.6% 2,202 $583K
Capital Investment Advisory Services, LLC 0.05% Reduce -0.7% 2,201 $583K
HF Advisory Group, LLC 0.25% Add +3.9% 2,196 $581K
Composition Wealth, LLC 0.01% Reduce -69.7% 2,190 $580K
Collective Family Office LLC 0.16% Reduce -21.4% 2,180 $577K
Hoxton Planning & Management, LLC 0.22% Reduce -31.1% 2,168 $574K
Vista Investment Management 0.22% Add +2.6% 2,146 $568K
Verdence Capital Advisors LLC 0.04% Reduce -0.1% 2,139 $566K
Mystic Asset Management, Inc. 0.15% Reduce -0.5% 2,138 $566K
American Money Management, LLC 0.11% No change 2,135 $565K
Flputnam Investment Management Co. 0.01% Reduce -3.4% 2,132 $564K
Allegheny Financial Group 0.14% Add +0.2% 2,121 $562K
Edge Financial Advisors LLC 0.35% Reduce -4.4% 2,092 $554K
Greenhouse Wealth Management, LLC 0.41% Add +0.2% 2,092 $554K
Apexium Financial, LP 0.03% Add +0.1% 2,089 $553K
Cascade Wealth Advisors, Inc 0.38% Reduce -85.5% 2,207 $552K
NorthRock Partners, LLC 0.02% Add +1.8% 2,066 $547K
Resolute Wealth Strategies, LLC 0.30% Reduce -4.4% 2,061 $546K
FAS Wealth Partners, Inc. 0.04% Reduce -5.0% 2,055 $544K
Bank of New York Mellon Corp 0.00% Reduce -29.3% 2,047 $542K
Mainstream Capital Management LLC 0.43% Reduce -1.7% 2,047 $542K
Flagship Harbor Advisors, LLC 0.03% Reduce -0.4% 2,033 $538K
Values Added Financial LLC 0.30% Add +0.9% 2,031 $538K
Bare Financial Services, Inc 0.20% Add +3.0% 2,010 $532K
Financial Advocates Investment Management 0.04% Add +3.4% 2,002 $530K
Empower Advisory Group, LLC 0.00% Reduce -7.5% 1,992 $527K
Zhang Financial LLC 0.03% No change 1,987 $526K
Analyst IMS Investment Management Services Ltd. 0.02% No change 1,980 $524K
Creekside Partners 0.27% Reduce -0.7% 1,973 $522K
Kovack Advisors, Inc. 0.06% Reduce -6.2% 1,961 $519K
Goelzer Investment Management, Inc. 0.03% Add +7.9% 1,961 $519K
Winch Advisory Services, LLC 0.14% Add +0.4% 1,951 $516K
Roundview Capital LLC 0.04% Reduce -4.8% 1,950 $516K
Capital Advisors Inc. 0.01% Reduce -47.4% 1,933 $512K
Obsidian Cio, LLC 0.08% Add +82.2% 1,913 $507K
Avior Wealth Management, LLC 0.02% Add +0.1% 1,913 $506K
Collaborative Wealth Managment Inc. 0.23% Reduce -2.1% 1,896 $502K
HBW Advisory Services LLC 0.07% Reduce -10.9% 1,894 $501K
Beacon Financial Advisory LLC 0.15% Reduce -1.1% 1,886 $499K
Ascent Group, LLC 0.02% New 1,881 $498K
Elm Partners Management LLC 0.03% Add +8.2% 1,872 $496K
JFS Wealth Advisors, LLC 0.03% Reduce -2.1% 1,867 $494K
Ayalon Insurance Comp Ltd. 0.16% No change 1,863 $493K
Rehmann Capital Advisory Group 0.03% Reduce -16.8% 1,853 $491K
LexAurum Advisors, LLC 0.09% Add +3.7% 1,846 $489K
Wedbush Securities Inc. 0.02% Reduce -22.8% 1,836 $486K
New Perspectives, Inc 0.26% No change 1,832 $485K
KPP Advisory Services LLC 0.09% Reduce -23.5% 1,806 $478K
Jane Street Group, LLC 0.00% Reduce -21.2% 1,803 $477K
Two Sigma Securities, LLC 0.07% New 1,789 $474K
Arlington Trust Co LLC 0.10% No change 1,783 $472K
Haverford Trust Co 0.00% Add +18.8% 1,782 $472K
Eagle Harbor Asset Management Inc. 0.47% Add +24.8% 1,769 $468K
Wedmont Private Capital 0.02% Add +2.8% 1,887 $468K
Level Four Advisory Services, LLC 0.02% Add +57.3% 1,768 $468K
Spinnaker Investment Group, LLC 0.11% Add +10.3% 1,766 $468K
Diversify Wealth Management, LLC 0.03% Reduce -14.3% 1,829 $465K
Ancora Advisors LLC 0.01% Reduce -0.1% 1,748 $463K
Fort Sheridan Advisors LLC 0.07% Reduce -9.5% 1,739 $460K
BLB&B Advisors, LLC 0.02% Reduce -0.9% 1,734 $459K
Aspen Wealth Strategies, LLC 0.30% Add +7.1% 1,731 $458K
HHM Wealth Advisors, LLC 0.06% No change 1,729 $458K
Prostatis Group LLC 0.14% Add +1.4% 1,727 $457K
AlphaStar Capital Management, LLC 0.05% Add +4.8% 1,725 $457K
Jordan Park Group LLC 0.03% No change 1,725 $457K
Patten & Patten Inc. 0.03% Add +0.1% 1,722 $456K
Mainsail Asset Management, LLC 0.31% Reduce -5.5% 1,711 $453K
Round Rock Advisors LLC 0.08% Add +1.7% 1,701 $450K
WJ Interests, LLC 0.21% No change 1,690 $447K
Venture Visionary Partners LLC 0.02% No change 1,687 $447K
Patriot Investment Management Group, Inc. 0.03% Reduce -2.7% 1,682 $445K
Private Client Services, LLC 0.22% Reduce -2.8% 1,682 $445K
MinichMacGregor Wealth Management, LLC 0.10% Add +0.4% 1,668 $442K
IFG Advisory, LLC 0.02% Add +0.8% 1,666 $441K
Crestwood Advisors Group, LLC 0.01% Reduce -2.7% 1,664 $440K
Van Cleef Asset Management,Inc 0.05% Reduce -16.9% 1,663 $440K
First Commonwealth Financial Corp 0.10% No change 1,657 $439K
Mascagni Wealth Management, Inc. 0.44% No change 1,656 $438K
Aire Advisors, LLC 0.09% Reduce -27.9% 1,653 $438K
Johnson Bixby & Associates, LLC 0.07% Reduce -24.9% 1,651 $437K
Summit Place Financial Advisors, LLC 0.25% No change 1,650 $437K
Tradewinds, LLC. 0.12% Reduce -9.6% 1,649 $437K
Pine Valley Investments Ltd Liability Co 0.03% Add +19.4% 1,640 $434K
Aviso Financial Inc. 0.02% Add +14.2% 1,639 $434K
Lansing Street Advisors 0.14% Reduce -12.6% 1,631 $432K
Western Wealth Management, LLC 0.03% Reduce -6.7% 1,628 $431K
Stableford Capital II LLC 0.18% Add +11.0% 1,731 $426K
Hanson & Doremus Investment Management 0.06% Add +43.0% 1,606 $425K
Cary Street Partners Financial LLC 0.01% Add +2.1% 1,605 $425K
Summit Financial Strategies, Inc. 0.04% Reduce -6.1% 1,602 $424K
SPC Financial, Inc. 0.04% Reduce -4.3% 1,600 $424K
Greykasell Wealth Strategies, Inc. 0.22% No change 1,585 $420K
Waters Parkerson & Co., LLC 0.02% No change 1,575 $417K
BOS Asset Management, LLC 0.14% Reduce -7.0% 1,565 $414K
Empowered Funds, LLC 0.01% New 1,562 $414K
Redwood Financial Network Corp 0.31% Reduce -5.0% 1,562 $413K
Fiduciary Alliance LLC 0.04% Add +12.7% 1,558 $412K
Channel Wealth LLC 0.13% Add +1.0% 1,549 $410K
Birchcreek Wealth Management, LLC 0.26% No change 1,537 $407K
Sonata Capital Group Inc. 0.17% Add +21.1% 1,520 $402K
Arete Wealth Advisors, LLC 0.03% Reduce -22.7% 1,514 $401K
Innovative Wealth Building LLC 0.37% Reduce -2.0% 1,511 $400K
Capital Investment Advisors, LLC 0.01% Add +5.6% 1,508 $399K
Arthur M. Cohen & Associates, LLC 0.08% Reduce -2.4% 1,487 $394K
Highland Capital Management, LLC 0.02% Reduce -0.8% 1,487 $394K
Flagship Private Wealth, LLC 0.19% Reduce -27.1% 1,482 $392K
Integrity Alliance, Llc. 0.02% New 1,465 $388K
Blankinship & Foster, LLC 0.10% No change 1,460 $387K
CMG Global Holdings, LLC 0.25% Reduce -2.0% 1,536 $385K
Octavia Wealth Advisors, LLC 0.05% No change 1,452 $384K
Accurate Wealth Management, LLC 0.07% Reduce -0.5% 1,542 $383K
Fiera Capital Corp 0.00% No change 1,441 $381K
CENTRAL TRUST Co 0.01% No change 1,436 $380K
St Germain D J Co. Inc. 0.02% No change 1,436 $380K
StoneX Group Inc. 0.02% New 1,434 $380K
River Wealth Advisors LLC 0.05% Reduce -3.2% 1,429 $378K
Sowell Financial Services LLC 0.02% New 1,417 $375K
Centricity Wealth Management, LLC 0.34% Add +21.3% 1,414 $374K
RMR Wealth Builders 0.04% New 1,409 $373K
Wealthquest Corp 0.03% No change 1,404 $372K
Comprehensive Financial Planning, Inc. 0.36% Reduce -4.2% 1,401 $371K
Joel Isaacson & Co., LLC 0.02% Add +0.1% 1,394 $369K
Sovereign Financial Group, Inc. 0.08% Add +24.1% 1,393 $369K
Grant Private Wealth Management Inc 0.40% New 1,393 $369K
Stelac Advisory Services LLC 0.15% No change 1,391 $368K
Family Firm, Inc. 0.08% Add +0.4% 1,382 $366K
Panoramic Investment Advisors, LLC 0.25% Add +0.4% 1,381 $365K
Chemistry Wealth Management LLC 0.09% No change 1,380 $365K
Noesis Capital Mangement Corp. 0.07% Add +1.7% 1,374 $364K
360 Financial, Inc. 0.13% Add +0.1% 1,370 $363K
KMG Fiduciary Partners, LLC 0.03% Add +17.9% 1,360 $360K
Stratos Wealth Advisors, LLC 0.02% Reduce -57.6% 1,356 $359K
Advisors Management Group Inc. 0.08% No change 1,354 $359K
Bessemer Group Inc. 0.00% Reduce -31.5% 1,353 $358K
Appleton Partners Inc. 0.03% New 1,350 $357K
Prestige Wealth Management Group LLC 0.08% Add +2490.4% 1,347 $357K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -11.6% 1,342 $356K
Strategic Blueprint, LLC 0.02% Reduce -1.9% 1,340 $355K
Regions Financial Corp. 0.00% Add +4.8% 1,340 $355K
Caprock Group, LLC 0.01% New 1,311 $347K
Keybank National Association 0.00% Reduce -11.1% 1,309 $347K
Nomura Asset Management Co. Ltd. 0.00% No change 1,309 $347K
Fearless Solutions, LLC dba Best Invest 0.27% Reduce -0.8% 1,308 $346K
Vertex Planning Partners, LLC 0.08% Reduce -0.4% 1,299 $344K
Legacy Edge Advisors, LLC 0.05% No change 1,299 $344K
Associated Banc-Corp 0.01% No change 1,292 $342K
Glass Jacobson Investment Advisors llc 0.11% No change 1,347 $342K
Avaii Wealth Management, LLC 0.18% Reduce -12.0% 1,282 $339K
Csenge Advisory Group 0.02% Reduce -1.5% 1,378 $339K
Advisory Alpha, LLC 0.01% New 1,276 $338K
Arkos Global Advisors 0.05% No change 1,274 $337K
American Institute for Advanced Investment Management, LLP 0.26% Reduce -15.9% 1,266 $335K
Heritage Wealth Advisors 0.02% No change 1,262 $334K
Prudent Investors Network, Inc. 0.10% Add +14.6% 1,262 $334K
Lee Danner & Bass Inc. 0.03% No change 1,261 $334K
Chicago Partners Investment Group LLC 0.01% New 1,347 $333K
Compass Financial Group, INC 0.06% Reduce -9.2% 1,254 $332K
Signal Advisors Wealth, LLC 0.03% Add +31.7% 1,250 $331K
Moller Wealth Partners 0.08% Add +0.3% 1,244 $329K
Ballentine Partners, LLC 0.01% No change 1,241 $329K
Orion Capital Management LLC 0.14% No change 1,240 $328K
Grant/GrossMendelsohn, LLC 0.18% No change 1,300 $328K
GSG Advisors LLC 0.11% No change 1,294 $326K
Choreo, LLC 0.01% Reduce -10.8% 1,228 $325K
Faithward Advisors, LLC 0.06% Add +0.3% 1,226 $325K
Beacon Capital Management, LLC 0.04% Reduce -2.4% 1,226 $324K
Ironsides Asset Advisors, LLC 0.10% No change 1,225 $324K
Sandy Spring Bank 0.01% Add +0.1% 1,221 $323K
Rothschild Investment LLC 0.02% No change 1,209 $320K
DF Dent & Co. Inc. 0.00% No change 1,204 $319K
Shepherd Financial Partners LLC 0.04% No change 1,201 $318K
Tme Financial, Inc. 0.28% Add +0.9% 1,199 $317K
JB Capital LLC 0.02% Add +12.4% 1,199 $317K
Hobart Private Capital, LLC 0.08% No change 1,199 $317K
McAdam, LLC 0.02% Reduce -18.8% 1,198 $317K
Summit Asset Management, LLC 0.05% Reduce -1.5% 1,189 $315K
Brookwood Investment Group LLC 0.05% — 1,184 $313K
Berger Financial Group, Inc 0.02% Add +0.4% 1,181 $313K
Sweeney & Michel, LLC 0.14% — 1,298 $312K
Harmony Asset Management LLC 0.13% Add +9.3% 1,175 $311K
First Bancorp, Inc 0.20% Reduce -6.0% 1,175 $311K
Thoroughbred Financial Services, LLC 0.02% Add +9.3% 1,172 $310K
Insight Advisors, LLC/ PA 0.05% No change 1,169 $310K
Evolution Wealth Advisors, LLC 0.05% Add +3.6% 1,165 $308K
Nwam LLC 0.03% Add +0.1% 1,165 $308K
Private Advisory Group LLC 0.04% Reduce -14.4% 1,164 $308K
QRG Capital Management, Inc. 0.00% Reduce -28.1% 1,156 $306K
Mosaic Financial Group, LLC 0.25% No change 1,154 $306K
Seamount Financial Group Inc. 0.21% Add +0.3% 1,150 $304K
Park Edge Advisors, LLC 0.08% No change 1,141 $302K
Salem Investment Counselors Inc. 0.01% No change 1,140 $302K
Compass Advisory Group LLC 0.10% Add +0.2% 1,137 $301K
Medallion Wealth Advisors, LLC 0.14% Add +3.3% 1,145 $300K
Owen LaRue, LLC 0.15% Reduce -2.6% 1,134 $300K
ALM First Financial Advisors, LLC 0.07% No change 1,389 $300K
WFA Asset Management Corp 0.16% Add +32.4% 1,103 $298K
Salus Financial Advisors, LLC 0.23% Reduce -8.2% 1,126 $298K
Guardian Asset Advisors, LLC 0.19% Add +0.1% 1,123 $297K
Dopkins Wealth Management, LLC 0.15% No change 1,122 $297K
Journey Advisory Group, LLC 0.02% Reduce -31.4% 1,121 $297K
Keystone Financial Group 0.03% Reduce -5.7% 1,108 $293K
Kingsview Wealth Management, LLC 0.01% New 1,102 $292K
Aegis Wealth Management LLC 0.17% No change 1,100 $291K
Mitchell McLeod Pugh & Williams Inc. 0.06% No change 1,098 $291K
Ridgecrest Wealth Partners, LLC 0.15% New 1,096 $290K
Mission Creek Capital Partners, Inc. 0.07% Reduce -4.6% 1,089 $288K
LifeSteps Financial, Inc. 0.23% No change 1,088 $288K
Evanson Asset Management, LLC 0.02% Add +1.2% 1,082 $286K
Winebrenner Capital Management LLC 0.26% Reduce -7.8% 1,079 $286K
1900 Wealth Management LLC 0.02% No change 1,074 $284K
Lazari Capital Management, Inc. 0.12% Add +0.4% 1,069 $283K
Canvas Wealth Advisors, LLC 0.07% Add +14.2% 1,148 $282K
Ellis Investment Partners, LLC 0.06% Add +0.3% 1,064 $282K
Passive Capital Management, LLC. 0.09% New 1,063 $281K
Peregrine Asset Advisers, Inc. 0.11% No change 1,062 $281K
ABLE Financial Group, LLC 0.08% Add +0.3% 1,061 $281K
Callahan Advisors, LLC 0.03% No change 1,061 $281K
Moseley Investment Management Inc. 0.11% Reduce -4.9% 1,059 $280K
Spirepoint Private Client, LLC 0.04% Reduce -2.0% 1,058 $280K
ProVise Management Group, LLC 0.02% No change 1,055 $279K
Upper Left Wealth Management, LLC 0.20% New 1,050 $278K
TD Private Client Wealth LLC 0.01% Reduce -34.1% 1,048 $277K
Foundations Investment Advisors, LLC 0.01% Reduce -92.1% 1,048 $277K
Harbor Investment Advisory, LLC 0.03% Reduce -3.8% 1,046 $277K
Westfuller Advisors, LLC 0.18% Reduce -28.9% 1,046 $277K
Pacific Asset Management, LLC 0.25% Add +0.4% 1,034 $274K
Magnus Financial Group LLC 0.03% Add +0.4% 1,031 $273K
Beacon Bridge Wealth Partners, LLC 0.12% No change 1,025 $271K
Rossmore Private Capital 0.03% New 1,025 $271K
Marcum Wealth, LLC 0.02% No change 1,024 $271K
MN Wealth Advisors, LLC 0.16% Add +0.2% 1,013 $268K
Financial Counselors Inc. 0.00% Reduce -16.7% 1,010 $267K
Clark Capital Management Group, Inc. 0.00% Reduce -43.3% 1,007 $267K
Wilson & Boucher Capital Management, LLC 0.20% No change 1,000 $265K
United Capital Financial Advisors, LLC 0.00% Reduce -14.8% 996 $264K
American National Bank & Trust 0.03% Reduce -4.0% 990 $262K
RFG Advisory, LLC 0.01% New 988 $262K
Aptus Capital Advisors, LLC 0.00% Add +7.2% 988 $262K
Aspiriant, LLC 0.01% No change 986 $261K
Riverpoint Wealth Management Holdings, LLC 0.07% Add +0.2% 985 $261K
Strategic Financial Concepts, LLC 0.05% Add +0.1% 982 $260K
Parr McKnight Wealth Management Group, LLC 0.04% Reduce -1.7% 981 $260K
Smith Salley Wealth Management 0.02% Reduce -6.3% 980 $259K
Procyon Advisors, LLC 0.02% Add +1.0% 976 $258K
Fairvoy Private Wealth, LLC 0.07% No change 971 $257K
Bridgewater Advisors Inc. 0.02% New 1,010 $257K
Hardin Capital Partners, LLC 0.16% No change 965 $256K
Maripau Wealth Management LLC 0.15% Add +20.2% 964 $255K
Lynx Investment Advisory 0.17% Add +0.3% 964 $255K
Somerset Trust Co 0.09% New 958 $254K
Keeler & Nadler Financial Planning & Wealth Management 0.11% Add +0.4% 964 $253K
RVW Wealth, LLC 0.02% Reduce -8.4% 957 $253K
Miller Financial Services LLC 0.36% Reduce -21.8% 957 $253K
Signaturefd, LLC 0.00% No change 957 $253K
Kellett Wealth Advisors, LLC 0.17% Add +3.0% 950 $251K
Elevation Point Wealth Partners, LLC 0.02% No change 948 $251K
Caldwell Trust Co 0.03% Add +1.1% 940 $249K
Coppell Advisory Solutions LLC 0.03% Reduce -1.3% 979 $249K
Smith, Moore & Co. 0.02% Reduce -1.7% 938 $248K
Ballew Advisors, Inc 0.17% New 1,000 $248K
Franklin Resources Inc. 0.00% No change 932 $247K
D.B. Root & Company, LLC 0.08% No change 932 $247K
Advisor OS, LLC 0.03% Add +5.5% 932 $247K
Busey Bank 0.01% No change 930 $246K
International Assets Investment Management, LLC 0.02% Reduce -0.4% 928 $246K
AdvisorNet Financial, Inc 0.02% Reduce -4.8% 927 $245K
Castle Rock Wealth Management, LLC 0.07% Add +0.1% 936 $245K
Blue Bell Private Wealth Management, LLC 0.05% No change 914 $242K
Tsfg, LLC 0.05% No change 910 $241K
Allen Mooney & Barnes Investment Advisors LLC 0.04% No change 910 $241K
Warwick Investment Management, Inc. 0.05% No change 909 $241K
Schechter Investment Advisors, LLC 0.02% New 909 $241K
Betterment LLC 0.00% New 905 $240K
Tortoise Investment Management, LLC 0.03% Add +6.0% 906 $240K
Trek Financial, LLC 0.02% Reduce -0.1% 903 $239K
Manufacturers Life Insurance Company, The 0.00% Reduce -99.7% 902 $239K
Stillwater Wealth Management Group 0.21% Reduce -22.6% 900 $238K
Columbia Asset Management 0.05% No change 900 $238K
Aurora Private Wealth, Inc. 0.19% Reduce -23.3% 898 $238K
Bristlecone Advisors, LLC 0.02% No change 895 $237K
Planned Solutions, Inc. 0.10% No change 895 $237K
Rockland Trust Co. 0.01% No change 894 $237K
Fulton Bank, N.A. 0.01% No change 892 $236K
McClarren Financial Advisors, Inc. 0.15% Add +11.0% 992 $234K
Lodestar Private Asset Management LLC 0.03% Reduce -2.8% 881 $233K
Bay Capital Advisors, LLC 0.19% No change 876 $232K
Sheaff Brock Investment Advisors, LLC 0.02% Add +9.8% 874 $231K
Apella Capital, LLC 0.01% New 917 $231K
AlphaCore Capital LLC 0.02% New 871 $230K
Sterling Investment Counsel, LLC 0.08% New 868 $230K
Ledyard National Bank 0.02% Reduce -2.8% 867 $230K
Financial Partners Group, Inc 0.04% Reduce -5.8% 866 $229K
Kropog Financial Group, LLC 0.22% Add +0.2% 866 $229K
Pinnacle Bancorp, Inc. 0.07% Reduce -0.1% 865 $229K
Oak Hill Wealth Advisors, LLC 0.05% No change 863 $228K
Smith Anglin Financial, LLC 0.02% Add +1.8% 860 $228K
HUB Investment Partners, LLC 0.01% New 857 $227K
Elequin Capital, LP 0.06% Add +139.4% 850 $225K
Naples Global Advisors, LLC 0.02% No change 850 $225K
BlueStem Wealth Partners, LLC 0.03% Reduce -8.0% 847 $224K
MRWM Advisors, LLC 0.16% No change 847 $224K
Thrive Capital Management, LLC 0.13% New 877 $223K
Cypress Wealth Services, LLC 0.04% Reduce -6.6% 838 $222K
Center for Financial Planning, Inc. 0.03% Add +237.1% 836 $221K
Physician Wealth Advisors, Inc. 0.04% Add +1.5% 835 $221K
Golden State Wealth Management, LLC 0.03% Reduce -10.8% 834 $221K
Pinnacle Wealth Management Advisory Group, LLC 0.02% New 825 $218K
Kavar Capital Partners Group, LLC 0.04% No change 825 $218K
Qube Research & Technologies Ltd 0.00% Reduce -93.9% 822 $218K
Clear Creek Financial Management, LLC 0.02% New 819 $217K
Beta Wealth Group, Inc. 0.08% Reduce -95.8% 816 $216K
Soltis Investment Advisors LLC 0.02% No change 813 $215K
Monterey Private Wealth, Inc. 0.06% Add +0.1% 812 $215K
Next Level Private LLC 0.08% Add +0.4% 812 $215K
Kera Capital Partners, Inc. 0.06% No change 808 $214K
Roger Wittlin Investment Advisory, LLC 0.12% Reduce -10.0% 803 $213K
Resolute Advisors LLC 0.06% Add +0.4% 803 $213K
Taylor & Morgan Wealth Management, LLC 0.16% Reduce -14.3% 803 $213K
Activest Wealth Management 0.06% No change 802 $212K
Plante Moran Financial Advisors, LLC 0.02% No change 802 $212K
TCV Trust & Wealth Management, Inc. 0.02% No change 800 $212K
Shelton Wealth Management, LLC 0.12% Reduce -54.8% 798 $211K
Vickerman Investment Advisors, Inc. 0.05% New 797 $211K
Bluespring Wealth Management, LLC 0.02% Reduce -10.4% 795 $210K
Garde Capital, Inc. 0.01% No change 793 $210K
Evercore Wealth Management, LLC 0.00% New 788 $209K
BCM Advisors, LLC 0.05% No change 821 $208K
Weatherly Asset Management L. P. 0.02% New 784 $207K
Ashton Thomas Private Wealth, LLC 0.01% New 783 $207K
JMG Financial Group, Ltd. 0.01% New 783 $207K
Moneco Advisors, LLC 0.02% New 782 $207K
Tumwater Wealth Management, LLC 0.11% New 780 $206K
Bravias Capital Group, LLC 0.17% Add +0.4% 775 $205K
Meridian Financial Advisors, LLC 0.14% New 774 $205K
Verus Capital Partners, LLC 0.02% Reduce -8.0% 774 $205K
Wesbanco Bank Inc. 0.01% New 768 $203K
Promethium Advisors,llc 0.13% Reduce -16.4% 765 $203K
Sawgrass Asset Management LLC 0.02% New 765 $203K
Colonial Trust Co / SC 0.03% Add +365.9% 764 $202K
Woodward Diversified Capital, LLC 0.14% Reduce -17.8% 761 $201K
A. D. Beadell Investment Counsel, Inc. 0.17% New 760 $201K
Centric Wealth Management 0.05% New 757 $200K
First National Trust Co 0.01% New 756 $200K
Glen Eagle Advisors, LLC 0.03% Reduce -12.1% 730 $193K
Strategic Investment Solutions, Inc. 0.06% No change 729 $193K
Briaud Financial Planning Inc 0.08% No change 716 $189K
Montag A & Associates Inc. 0.01% Add +208.3% 709 $188K
Vestor Capital, LLC 0.01% No change 670 $177K
Hazlett, Burt & Watson, Inc. 0.08% Add +0.3% 666 $176K
Aspect Partners, LLC 0.10% Add +74.5% 651 $172K
Spirit of America Management Corp. 0.03% Add +1.1% 648 $172K
Olde Wealth Management, LLC 0.06% New 643 $170K
AllSquare Wealth Management LLC 0.10% No change 629 $167K
Smartleaf Asset Management LLC 0.02% No change 632 $166K
Carolinas Wealth Consulting LLC 0.04% Add +0.2% 626 $166K
EPG Wealth Management LLC 0.04% Add +0.3% 607 $161K
Progressive Investment Management Corp 0.04% No change 600 $159K
Amundi 0.00% No change 593 $154K
Brown Brothers Harriman & Co. 0.00% Reduce -31.3% 574 $152K
Eastern Bank 0.00% Reduce -9.9% 565 $150K
S.A. Mason LLC 0.08% No change 564 $149K
Rice Partnership, LLC 0.03% No change 559 $148K
Tompkins Financial Corp. 0.01% No change 536 $142K
Y.D. More Investments Ltd 0.01% No change 530 $140K
Armor Investment Advisors, LLC 0.06% Add +0.8% 525 $139K
Ramirez Asset Management, Inc. 0.03% No change 510 $135K
UMB Bank, n.a. 0.00% No change 509 $135K
Marshall & Sterling Wealth Advisors Inc. 0.09% Reduce -30.6% 491 $130K
Stuart Chaussee & Associates, Inc. 0.03% No change 489 $129K
SOA Wealth Advisors, LLC. 0.03% Reduce -5.5% 483 $128K
2UniFi Bank 0.08% No change 470 $128K
SouthState Bank Corp 0.01% Add +292.6% 479 $127K
Solstein Capital, LLC 0.07% No change 470 $124K
Atticus Wealth Management, LLC 0.04% Add +0.2% 434 $115K
Global Wealth Strategies & Associates 0.03% Reduce -22.5% 428 $113K
Murphy & Mullick Capital Management Corp 0.11% Reduce -33.8% 426 $113K
Vermillion Wealth Management, Inc. 0.03% Add +0.2% 421 $111K
Cape Investment Advisory, Inc. 0.04% No change 418 $111K
Archer Investment Corp 0.03% Add +0.2% 417 $110K
Davis Capital Management 0.08% Reduce -3.8% 401 $106K
Basso Capital Management, L.P. 0.09% No change 398 $105K
Fairscale Capital, LLC 0.09% No change 387 $102K
Jackson, Grant Investment Advisers, Inc. 0.04% No change 376 $100K
Washington Trust Advisors, Inc. 0.01% No change 376 $100K
Avalon Trust Co 0.01% New 375 $99K
Russell Investments Group, Ltd. 0.00% Add +8.8% 371 $98K
Private Trust Co. NA 0.01% Reduce -1.1% 368 $97K
Blue Trust, Inc. 0.00% Add +36500.0% 366 $97K
Sittner & Nelson, LLC 0.04% No change 352 $93K
Nova Wealth Management, Inc. 0.08% Add +40.0% 343 $91K
NBT Bank, N.A. 0.01% No change 341 $90K
Cranbrook Wealth Management, LLC 0.02% No change 340 $90K
Missouri Trust & Investment Co 0.03% No change 335 $89K
Resources Management Corp. /CT/ 0.01% No change 334 $88K
Piscataqua Savings Bank 0.08% No change 329 $87K
Headlands Technologies LLC 0.01% New 328 $87K
Private Wealth Asset Management, LLC 0.01% — 327 $87K
Atlantic Edge Private Wealth Management, LLC 0.03% Reduce -9.7% 325 $86K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 325 $86K
Horizon Bancorp Inc. 0.05% Reduce -33.7% 319 $84K
Key Financial Inc 0.02% No change 316 $84K
Holos Integrated Wealth LLC 0.05% No change 308 $82K
Parkside Financial Bank & Trust 0.01% Add +55.6% 308 $81K
Clean Yield Group 0.03% No change 300 $79K
Hartford Financial Management Inc. 0.02% No change 300 $79K
Laurel Wealth Advisors LLC 0.01% No change 300 $79K
Minot DeBlois Advisors LLC 0.08% No change 299 $79K
Citizens National Bank Trust Department 0.02% No change 298 $79K
GPS Wealth Strategies Group, LLC 0.01% No change 284 $75K
Bogart Wealth, LLC 0.00% Reduce -4.1% 282 $75K
Iron Horse Wealth Management, LLC 0.02% Add +1.4% 281 $74K
Larson Financial Group LLC 0.00% Add +23.2% 276 $73K
Nvwm, LLC 0.02% Reduce -73.7% 275 $73K
PSI Advisors, LLC 0.02% Reduce -12.5% 272 $72K
SVB Wealth LLC 0.00% New 266 $71K
Millstone Evans Group, LLC 0.05% No change 265 $70K
Founders Capital Management 0.04% No change 259 $69K
City Holding Co. 0.01% No change 259 $69K
Pflug Koory, LLC 0.04% No change 257 $68K
Lanark Financial, Inc. 0.01% — 260 $68K
Allspring Global Investments Holdings, LLC 0.00% New 260 $68K
Abound Wealth Management 0.02% No change 250 $66K
Crewe Advisors LLC 0.01% No change 250 $66K
MPWM Advisory Solutions, LLC 0.05% Add +2.5% 244 $65K
McIlrath & Eck, LLC 0.01% Add +69.9% 243 $64K
Gables Capital Management Inc. 0.03% No change 242 $64K
Flagship Wealth Advisors, LLC 0.03% No change 240 $64K
MCF Advisors LLC 0.00% Add +19.5% 239 $63K
VSM Wealth Advisory, LLC 0.02% Add +0.4% 236 $62K
Mascoma Wealth Management LLC 0.02% No change 234 $62K
ORG Partners LLC 0.01% New 219 $57K
Robinswood Financial LLC 0.02% No change 214 $57K
Running Point Capital Advisors, LLC 0.02% No change 198 $52K
Investors Research Corp 0.01% No change 194 $51K
Columbia River Financial Group, LLC 0.03% New 193 $51K
Compass Financial Services Inc 0.03% Add +38.4% 191 $51K
Coldstream Capital Management Inc. 0.00% New 183 $48K
Sunbelt Securities, Inc. 0.00% No change 178 $47K
Maryland Capital Advisors Inc. 0.02% No change 171 $45K
Sound Income Strategies, LLC 0.00% Reduce -36.2% 169 $45K
Banque Cantonale Vaudoise 0.00% — 167 $44K
Guardian Wealth Advisors, LLC / NC 0.00% No change 164 $44K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 160 $42K
Tidemark, LLC 0.02% No change 156 $41K
Roble, Belko & Company, Inc 0.01% No change 155 $41K
Inlight Wealth Management, LLC 0.02% New 152 $40K
Costello Asset Management, INC 0.02% No change 146 $39K
Main Street Group, LTD 0.02% Reduce -16.5% 142 $38K
Duncker Streett & Co. Inc. 0.01% No change 142 $38K
Deutsche Bank AG 0.00% No change 140 $37K
Hurley Capital, LLC 0.03% No change 136 $36K
Roxbury Financial LLC 0.03% Add +0.8% 129 $35K
Woodside Wealth Management LLC 0.03% — 132 $35K
Advanced Asset Management Advisors Inc 0.01% New 132 $35K
Valley National Advisers Inc. 0.01% No change 131 $34K
Rosenberg Matthew Hamilton 0.01% No change 122 $32K
Atwood & Palmer Inc. 0.00% No change 121 $32K
First Horizon Advisors, Inc. 0.00% No change 119 $32K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +10.4% 117 $31K
Monetary Management Group Inc. 0.01% No change 115 $30K
Security National Bank 0.01% Reduce -54.2% 114 $30K
Wayfinding Financial, LLC 0.01% New 110 $29K
Oxford Financial Group, LTD. LLC 0.00% No change 106 $28K
Opal Wealth Advisors, LLC 0.01% New 105 $28K
Rialto Wealth Management, LLC 0.01% No change 103 $27K
Mb, Levis & Associates, LLC 0.01% No change 100 $26K
Lavaca Capital LLC 0.01% No change 100 $26K
Brooklyn Investment Group 0.01% No change 100 $26K
Integrity Financial Corp 0.01% Add +1.0% 99 $26K
Smithfield Trust Co 0.00% New 100 $26K
Hantz Financial Services, Inc. 0.00% New 96 $25K
BankPlus Trust Department 0.01% No change 91 $24K
Hughes Financial Services, LLC 0.00% New 83 $22K
Bfsg, LLC 0.00% No change 80 $21K
Legacies Wealth LLC 0.01% No change 75 $20K
Tradewinds Capital Management, LLC 0.01% No change 75 $20K
Tower View Wealth Management LLC 0.01% Reduce -98.7% 75 $20K
Boyd Watterson Asset Management LLC 0.01% No change 73 $19K
Riggs Asset Managment Co. Inc. 0.01% No change 71 $19K
WASHINGTON TRUST Co 0.00% Reduce -89.6% 68 $18K
United Community Bank 0.01% No change 66 $17K
Cloud Capital Management, LLC 0.01% — 65 $17K
Country Trust Bank 0.00% No change 64 $17K
Values First Advisors, Inc. 0.01% No change 60 $16K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 60 $16K
SIMA Wealth Partners, LLC 0.01% No change 59 $16K
Private Wealth Management Group, LLC 0.01% Reduce -54.6% 59 $16K
Barclays PLC 0.00% No change 55 $15K
Ameriflex Group, Inc. 0.01% No change 54 $14K
Hexagon Capital Partners LLC 0.00% No change 54 $14K
SYM FINANCIAL Corp 0.00% No change 53 $14K
Elevate Wealth Advisory, Inc. 0.01% No change 53 $14K
Continuum Advisory, LLC 0.00% No change 52 $14K
Horizons Wealth Management 0.01% No change 50 $13K
Your Advocates Ltd., LLP 0.01% New 50 $13K
Future Financial Wealth Managment LLC 0.01% No change 46 $12K
Aventura Private Wealth, LLC 0.01% No change 46 $12K
TruNorth Capital Management, LLC 0.00% No change 46 $12K
Peachtree Investment Partners, LLC 0.00% No change 41 $11K
NFSG Corp 0.00% No change 40 $11K
Howe & Rusling Inc. 0.00% Reduce -72.2% 40 $11K
Wealth Preservation Advisors, LLC 0.01% — 40 $11K
Lindbrook Capital, LLC 0.00% No change 40 $11K
Bay Harbor Wealth Management, LLC 0.00% No change 39 $10K
Vermillion & White Wealth Management Group, LLC 0.01% No change 38 $10K
Cherry Tree Wealth Management, LLC 0.00% No change 36 $10K
Arcadia Investment Management Corp. 0.00% No change 35 $9K
Evermay Wealth Management LLC 0.00% Reduce -82.8% 34 $9K
Safe Harbor Fiduciary, LLC 0.01% Add +240.0% 34 $9K
Frazier Financial Advisors, LLC 0.01% Reduce -8.1% 34 $9K
Halbert Hargrove Global Advisors, LLC 0.00% New 33 $9K
YANKCOM Partnership 0.00% No change 30 $8K
Barrett & Company, Inc. 0.00% No change 29 $8K
CNB Bank 0.00% Reduce -45.1% 28 $7K
Ridgewood Investments LLC 0.00% No change 27 $7K
DiNuzzo Private Wealth, Inc. 0.00% No change 26 $7K
Accordant Advisory Group Inc 0.01% No change 25 $7K
Wood Tarver Financial Group, LLC 0.00% No change 25 $7K
SJS Investment Consulting Inc. 0.00% No change 25 $7K
Quadrant Capital Group LLC 0.00% No change 25 $7K
Crews Bank & Trust 0.00% No change 25 $7K
Versant Capital Management, Inc 0.00% No change 24 $6K
Independence Bank of Kentucky 0.00% No change 23 $6K
Coston, McIsaac & Partners 0.00% No change 24 $6K
Silicon Valley Capital Partners 0.00% No change 21 $5K
Proffitt & Goodson Inc. 0.00% No change 20 $5K
Nemes Rush Group LLC 0.00% No change 20 $5K
Global Trust Asset Management, LLC 0.00% No change 19 $5K
Gen-Wealth Partners Inc 0.00% No change 18 $5K
Rakuten Securities, Inc. 0.00% New 17 $5K
GeoWealth Management, LLC 0.00% Reduce -98.8% 17 $5K
Northwest Capital Management Inc 0.00% No change 16 $4K
Anfield Capital Management, LLC 0.00% New 16 $4K
Washington Growth Strategies LLC 3.11% — 265 $3K
Strengthening Families & Communities, LLC 0.00% No change 12 $3K
Red Tortoise LLC 0.00% No change 10 $3K
FSA Wealth Management LLC 0.00% No change 4 $1K
Concord Wealth Partners 0.00% New 4 $1K
Avion Wealth 0.00% No change 5 $1K
Evelyn Partners Investment Management LLP 0.00% No change 3 $794
Signature Resources Capital Management, LLC 0.00% No change 2 $529
Painted Porch Advisors LLC 0.00% New 1 $284

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