Vanguard Health Care ETFVHTETF

13F holders, Q2 2025 (June 30)
1,018holders −40
46new positions
85sold out
5famous investors
$248.31avg. 13F price*

At the end of Q2 2025, 1,018 institutions reported holding Vanguard Health Care ETF (VHT) in their 13F filings, down 40 from Q1 2025. 46 opened new positions and 85 sold out. The largest holders were Bank of America Corp. ($476.6M), Morgan Stanley ($363.4M) and PGIM Custom Harvest LLC ($334.3M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions46$34.4M
Exits85$68.3M

All 13F filers, Q1 2025 → Q2 2025: 1,948,474 shares bought and 1,459,548 shares sold, net +488,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,018 holders

Bank of America Corp. 0.04% Add +30.5% 1,919,086 $476.6M
Morgan Stanley 0.02% Reduce -1.4% 1,463,503 $363.4M
PGIM Custom Harvest LLC 6.89% Add +30.9% 1,346,108 $334.3M
UBS Group AG 0.06% Reduce -5.5% 1,200,147 $298.0M
Wells Fargo & Company 0.05% Reduce -3.1% 913,953 $227.0M
Harel Insurance Investments & Financial Services Ltd. 2.16% No change 759,085 $188.5M
LPL Financial LLC 0.06% Reduce -0.9% 751,701 $186.7M
Everett Harris & Co. 2.36% Reduce -0.8% 738,001 $183.3M
Royal Bank of Canada 0.02% Reduce -19.9% 494,174 $122.7M
Raymond James Financial Inc. 0.04% Reduce -6.3% 418,990 $104.1M
Morningstar Investment Management LLC 8.83% Add +39.8% 405,130 $100.6M
Envestnet Asset Management Inc. 0.03% Reduce -1.9% 392,361 $97.4M
Ameriprise Financial Inc. 0.02% Reduce -16.5% 381,747 $94.7M
Beacon Capital Management, Inc. 4.61% Add +1661.0% 360,307 $89.5M
Northwestern Mutual Wealth Management Co. 0.06% Reduce -3.6% 354,797 $88.1M
Cetera Investment Advisers 0.13% Reduce -2.1% 301,549 $74.9M
JPMorgan Chase & Co. 0.00% Add +2.3% 250,874 $62.3M
Janney Montgomery Scott LLC 0.16% Reduce -5.3% 248,775 $61.8M
Commonwealth Equity Services, LLC 0.08% Reduce -13.8% 231,660 $57.5M
Stifel Financial Corp. 0.05% Add +2.1% 215,073 $53.4M
Invictus Private Wealth, LLC 2.95% Add +5.6% 173,528 $43.1M
Cambridge Investment Research Advisors, Inc. 0.13% Add +33.5% 173,317 $43.0M
MAI Capital Management 0.28% Reduce -2.1% 164,457 $40.8M
PNC Financial Services Group, Inc. 0.03% Reduce -4.2% 162,888 $40.5M
Osaic Holdings, Inc. 0.07% Add +5.6% 160,892 $40.0M
Allied Investment Advisors, LLC 6.73% Add +5.7% 154,915 $38.5M
Rockefeller Capital Management L.P. 0.08% Add +48.4% 143,046 $35.5M
Armstrong Advisory Group, Inc. 2.41% Reduce -3.5% 128,136 $31.8M
MML Investors Services, LLC 0.09% Reduce -0.7% 119,708 $29.7M
CW Advisors, LLC 0.29% Add +7.3% 119,011 $29.6M
Agf Management Ltd. 0.13% Reduce -2.8% 116,919 $29.0M
M&T Bank Corp 0.10% Reduce -10.7% 111,714 $27.7M
KCM Investment Advisors LLC 0.88% Reduce -2.8% 105,448 $26.2M
Truist Financial Corp. 0.04% Add +27.9% 99,269 $24.7M
Peapack Gladstone Financial Corp. 0.34% Add +1.0% 96,193 $23.9M
First Manhattan Co. Llc. 0.06% Reduce -0.0% 92,019 $22.9M
Captrust Financial Advisors 0.05% Reduce -0.5% 89,340 $22.2M
Capital Advantage, Inc. 3.40% Reduce -2.0% 86,548 $21.5M
Cerity Partners LLC 0.04% Reduce -27.5% 85,520 $21.2M
Mariner, LLC 0.03% Add +1.6% 76,997 $19.1M
Creative Planning 0.02% Add +4.0% 76,878 $19.1M
Stratos Wealth Partners, LTD. 0.25% Reduce -3.3% 74,037 $18.4M
Wheelhouse Advisory Group LLC 8.86% Add +8.4% 72,393 $18.0M
Avantax Advisory Services, Inc. 0.10% Reduce -0.5% 70,997 $17.6M
Marotta Asset Management 3.33% Add +1.8% 66,959 $16.6M
Focus Partners Wealth 0.04% Reduce -8.3% 65,622 $16.3M
WBH Advisory Inc. 1.38% Reduce -7.0% 65,150 $16.2M
Main Management LLC 1.25% Reduce -3.3% 64,208 $15.9M
Full Sail Capital, LLC 0.91% Add +9.7% 63,490 $15.8M
Chai Trust Co. LLC 0.96% Add +0.3% 63,246 $15.7M
Trust Co. of Vermont 0.72% Add +46.0% 61,526 $15.3M
Wealth Enhancement Advisory Services, LLC 0.02% Add +2.7% 59,832 $15.0M
HighTower Advisors, LLC 0.02% Reduce -23.5% 59,477 $14.8M
Altfest L J & Co. Inc. 1.72% Add +6.4% 58,812 $14.6M
Goldman Sachs Group Inc. 0.00% Add +30.2% 57,805 $14.4M
Jones Financial Companies LLLP 0.01% Add +52.8% 55,414 $13.7M
Lakeshore Financial Planning, Inc. 5.36% Add +4.2% 53,666 $13.3M
Cedar Mountain Advisors, LLC 2.56% Add +2.0% 49,518 $12.3M
Principal Securities, Inc. 0.22% Add +21.5% 48,092 $11.9M
Integrated Wealth Concepts LLC 0.12% Reduce -5.5% 46,846 $11.6M
Bordeaux Wealth Advisors LLC 1.46% Reduce -0.3% 45,823 $11.4M
Baird Financial Group, Inc. 0.02% Reduce -0.9% 45,329 $11.3M
Exchange Capital Management, Inc. 1.63% Add +9.2% 44,069 $10.9M
Corient Private Wealth LP 0.01% Reduce -3.2% 43,651 $10.8M
Private Advisor Group, LLC 0.06% Reduce -2.5% 43,343 $10.8M
Johnson Investment Counsel Inc. 0.09% Add +75.1% 42,235 $10.5M
MassMutual Private Wealth & Trust, FSB 0.28% Add +3.4% 41,943 $10.4M
FMR LLC 0.00% Reduce -0.6% 41,513 $10.3M
Adaptive Financial Consulting, LLC 4.15% Add +0.4% 39,977 $9.9M
Waverly Advisors, LLC 0.10% Add +193.9% 38,072 $9.5M
Nicholas Investment Partners, LP 0.95% New 38,050 $9.4M
Kestra Advisory Services, LLC 0.05% Add +8.1% 37,964 $9.4M
Citadel Advisors 0.01% Add +88.1% 37,923 $9.4M
New England Private Wealth Advisors LLC 1.38% Reduce -3.3% 38,031 $9.4M
Titleist Asset Management, LLC 0.93% Add +0.2% 37,511 $9.3M
Ballast, Inc. 2.44% Add +13.2% 37,503 $9.3M
Atlas Legacy Advisors, LLC 2.02% Reduce -1.3% 36,828 $9.1M
Dakota Wealth Management 0.19% Reduce -28.9% 36,039 $8.9M
Susquehanna International Group, LLP 0.01% Add +42.9% 34,964 $8.7M
Federation des caisses Desjardins du Quebec 0.04% Add +0.7% 33,298 $8.3M
LM Advisors LLC 1.06% Reduce -0.0% 33,059 $8.2M
Consolidated Portfolio Review Corp 1.11% Reduce -5.0% 32,234 $8.0M
SP Asset Management LLC 0.64% Add +14.2% 31,399 $7.8M
Trust Co. of Oklahoma 2.38% Add +3.0% 30,080 $7.5M
Ami Investment Management Inc. 1.91% Reduce -0.8% 29,763 $7.4M
Tower Research Capital LLC (TRC) 0.20% Add +148.3% 29,661 $7.4M
Summit Financial, LLC 0.17% Add +0.7% 29,513 $7.3M
Financial Management Network Inc. 1.31% Reduce -0.2% 29,309 $7.3M
Paragon Financial Partners, Inc. 5.00% Add +2.6% 29,477 $7.3M
Polianta Ltd 3.07% New 28,700 $7.1M
Royal Fund Management, LLC 0.74% Add +1.4% 27,976 $7.0M
White Lighthouse Investment Management Inc. 1.12% Reduce -0.0% 27,826 $6.9M
Bailard, Inc. 0.16% Add +8.4% 27,758 $6.9M
Bleakley Financial Group, LLC 0.17% Reduce -2.2% 27,199 $6.8M
CVA Family Office, LLC 0.95% Add +0.0% 27,180 $6.7M
Sharper & Granite LLC 2.54% Reduce -7.4% 26,792 $6.7M
Safeguard Investment Advisory Group, LLC 1.67% Reduce -0.4% 26,901 $6.7M
Ameritas Advisory Services, LLC 0.35% Reduce -14.5% 26,677 $6.6M
AlphaCore Capital LLC 0.25% Add +2943.1% 26,505 $6.6M
J.W. Cole Advisors, Inc. 0.14% Add +10.3% 26,358 $6.5M
Focus Financial Network, Inc. 0.26% Reduce -0.1% 26,073 $6.5M
Atria Wealth Solutions, Inc. 0.15% Reduce -44.1% 25,838 $6.4M
Cornerstone Advisory, LLC 0.69% Reduce -1.3% 25,820 $6.4M
Apollon Financial, LLC 1.34% Reduce -3.6% 25,724 $6.4M
Founders Grove Wealth Partners, LLC 1.60% Add +4.8% 25,670 $6.4M
Comerica Bank 0.02% Add +2.8% 25,506 $6.3M
Bank of Montreal 0.00% Add +10.7% 25,505 $6.3M
DMKC Advisory Services, LLC 3.30% Add +14.3% 25,727 $6.3M
Mercer Global Advisors Inc. 0.01% Add +5.8% 25,361 $6.3M
Summit Wealth Group, LLC 1.60% Add +4.0% 25,123 $6.2M
BNP Paribas Financial Markets 0.00% Reduce -74.9% 25,084 $6.2M
Citigroup Inc. 0.00% Reduce -1.8% 24,774 $6.2M
Atlas Capital Advisors Inc. 0.75% Reduce -36.2% 24,574 $6.1M
Northern Trust Corp. 0.00% Reduce -3.1% 24,050 $6.0M
D.A. Davidson & Co. 0.04% Reduce -1.1% 24,039 $6.0M
GWN Securities Inc. 1.09% Reduce -82.3% 23,648 $5.9M
Chokshi & Queen Wealth Advisors, Inc 3.30% Add +1.3% 23,165 $5.8M
Evergreen Capital Management LLC 0.17% Reduce -5.0% 23,158 $5.8M
Allworth Financial LP 0.03% Reduce -1.1% 22,982 $5.7M
Madden Advisory Services, Inc. 2.41% Add +1.2% 22,783 $5.7M
Orion Porfolio Solutions, LLC 0.05% Reduce -3.8% 22,689 $5.6M
Steward Partners Investment Advisory, LLC 0.04% Add +22.9% 22,611 $5.6M
EP Wealth Advisors, LLC 0.04% Reduce -2.5% 22,346 $5.5M
Fifth Third Bancorp 0.02% Reduce -9.7% 22,232 $5.5M
David Kennon Inc 2.03% Add +5.0% 21,927 $5.4M
Axiom Financial Strategies, LLC 3.03% Reduce -1.5% 21,845 $5.4M
Brown Advisory Inc. 0.01% Reduce -3.9% 21,253 $5.3M
Calton & Associates, Inc. 0.90% Add +3.0% 21,032 $5.2M
Scotia Capital Inc. 0.02% Add +0.4% 20,880 $5.2M
Onyx Bridge Wealth Group LLC 0.68% Reduce -20.3% 20,650 $5.1M
Sage Rhino Capital LLC 1.06% Reduce -4.0% 20,105 $5.0M
BTG Pactual Asset Management US LLC 0.67% Add +5.8% 20,048 $5.0M
Robertson Stephens Wealth Management, LLC 0.17% Reduce -9.0% 19,630 $4.9M
WESCAP Management Group, Inc. 1.11% Reduce -9.1% 19,551 $4.9M
Clearstead Advisors, LLC 0.07% Reduce -2.3% 19,488 $4.8M
First PREMIER Bank 1.15% Reduce -1.8% 19,179 $4.8M
Trinity Legacy Partners, LLC 1.15% Reduce -0.2% 19,178 $4.7M
Hikari Tsushin, Inc. 0.33% No change 19,016 $4.7M
Sequoia Financial Advisors, LLC 0.03% Reduce -9.3% 19,009 $4.7M
Equitable Holdings, Inc. 0.04% Reduce -3.2% 18,962 $4.7M
Jmac Enterprises LLC 1.00% Add +8.4% 18,793 $4.7M
Destination Wealth Management 0.13% Add +1.3% 18,526 $4.6M
Merit Financial Group, LLC 0.05% Reduce -0.8% 18,516 $4.6M
Harbour Investments, Inc. 0.12% Add +2.4% 18,292 $4.5M
Moser Wealth Advisors, LLC 2.16% Add +2.3% 18,156 $4.5M
IFP Advisors, Inc 0.13% Add +4.0% 18,077 $4.5M
Webster Bank, N. A. 0.46% Reduce -7.8% 17,986 $4.5M
Circle Wealth Management, LLC 0.10% Reduce -19.7% 17,643 $4.4M
Concurrent Investment Advisors, LLC 0.08% Reduce -8.9% 17,468 $4.3M
Adams Wealth Management 0.82% Add +436.1% 17,305 $4.3M
CacheTech Inc. 0.79% Add +436.1% 17,305 $4.3M
Obsidian Personal Planning Solutions LLC 1.73% Add +3.0% 17,222 $4.3M
Park National Corp. 0.14% Add +16.0% 17,015 $4.2M
Qube Research & Technologies Ltd 0.01% Add +1937.2% 16,746 $4.2M
Wealthcare Advisory Partners LLC 0.09% Reduce -17.1% 16,741 $4.2M
Blair William & Co. 0.01% Reduce -6.6% 16,315 $4.1M
National Bank of Canada 0.00% Reduce -1.4% 16,057 $4.0M
Gibraltar Capital Management, Inc. 0.77% Reduce -0.5% 15,915 $4.0M
Anchor Investment Management, LLC 0.35% Add +1.1% 15,904 $3.9M
Tiaa Trust, National Association 0.01% Reduce -11.5% 15,889 $3.9M
TrueWealth Financial Partners 2.14% Add +163.8% 15,662 $3.9M
SBI Securities Co., Ltd. 0.11% Reduce -3.8% 15,226 $3.8M
Sound View Wealth Advisors Group, LLC 0.28% Add +0.3% 15,086 $3.7M
Baron Financial Group, LLC 2.20% Reduce -0.7% 15,064 $3.7M
Thrivent Financial for Lutherans 0.01% Add +459.7% 14,574 $3.6M
Paradigm Capital Management, LLC 3.60% Reduce -5.9% 14,471 $3.6M
Richmond Brothers, Inc. 2.28% Reduce -2.1% 13,989 $3.5M
Praetorian Wealth Management, Inc. 0.80% Reduce -0.6% 13,987 $3.5M
Quantinno Capital Management LP 0.01% Add +11.2% 13,553 $3.4M
Assetmark, Inc. 0.01% Add +222.2% 13,142 $3.3M
Washington Growth Strategies LLC 2.49% — 13,118 $3.3M
US Bancorp \de 0.00% Reduce -2.3% 13,023 $3.2M
CreativeOne Wealth, LLC 0.08% Reduce -3.6% 12,924 $3.2M
Atria Investments, Inc 0.04% Add +1.3% 12,894 $3.2M
Veltria Advisors Corp. 2.13% Reduce -0.1% 12,819 $3.2M
Wall Street Financial Group, Inc. 2.84% Reduce -47.5% 12,694 $3.2M
Goepper Burkhardt LLC 1.16% Reduce -25.9% 12,678 $3.1M
NewEdge Advisors, LLC 0.02% Reduce -9.7% 12,612 $3.1M
Penobscot Wealth Management 1.12% Add +13.9% 12,543 $3.1M
Fischer Financial Services, Inc. 0.91% Add +0.3% 12,490 $3.1M
Advisors Capital Management, LLC 0.04% Add +1.1% 12,457 $3.1M
TD Waterhouse Canada Inc. 0.02% Reduce -65.6% 12,302 $3.1M
O'shaughnessy Asset Management, LLC 0.02% Add +13.6% 12,295 $3.1M
Wealthfront Advisers LLC 0.01% Add +17.6% 12,217 $3.0M
Cubist Systematic Strategies, LLC 0.03% New 12,187 $3.0M
Wealthspire Retirement, LLC 0.20% Reduce -1.1% 12,160 $3.0M
Cora Capital Advisors LLC 1.34% Reduce -1.8% 12,102 $3.0M
IHT Wealth Management, LLC 0.08% Reduce -34.0% 11,860 $2.9M
Baker Ellis Asset Management LLC 0.40% Reduce -0.9% 11,817 $2.9M
Westside Investment Management, Inc. 0.54% Add +2.8% 11,765 $2.9M
Brookstone Capital Management 0.04% Reduce -1.0% 11,720 $2.9M
Visionary Wealth Advisors 0.14% Add +45.1% 11,337 $2.8M
Creative Financial Designs Inc. 0.20% Add +29.6% 11,310 $2.8M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -24.2% 11,212 $2.8M
Gladstone Institutional Advisory LLC 0.11% Add +2.7% 11,122 $2.8M
Raab & Moskowitz Asset Management LLC 0.66% Reduce -0.1% 11,106 $2.8M
SOL Capital Management CO 0.26% Add +28.5% 10,898 $2.7M
One Day In July LLC 0.24% Add +21.5% 10,668 $2.6M
Genesis Private Wealth, LLC 1.25% Add +3.5% 10,651 $2.6M
Joule Financial, LLC 0.85% Add +4.0% 10,534 $2.6M
Apollon Wealth Management, LLC 0.05% Add +3.4% 10,378 $2.6M
Renaissance Technologies 0.00% New 10,300 $2.6M
Capital Analysts, LLC 0.08% Reduce -0.1% 10,214 $2.5M
First Financial Corp. 1.13% Reduce -6.9% 10,199 $2.5M
CIBC Private Wealth Group LLC 0.00% Reduce -22.3% 10,043 $2.5M
Choate Investment Advisors 0.05% No change 10,018 $2.5M
Valmark Advisers, Inc. 0.03% Add +3.9% 10,011 $2.5M
Financial Freedom, LLC 1.33% Reduce -6.6% 9,906 $2.5M
Bank of Nova Scotia 0.01% Reduce -73.9% 9,827 $2.4M
Keebeck Wealth Management 0.32% Reduce -3.4% 9,790 $2.4M
Stonehage Fleming Financial Services Holdings Ltd 0.07% Add +10.4% 9,530 $2.4M
O'ROURKE & COMPANY, Inc 1.10% Reduce -4.5% 9,487 $2.4M
Bokf, NA 0.04% Reduce -0.0% 9,422 $2.3M
Altura Wealth Advisors Inc. 1.31% Reduce -21.7% 9,421 $2.3M
Exchange Traded Concepts, LLC 0.03% Add +6.3% 9,421 $2.3M
Readystate Asset Management LP 0.18% Add +31.2% 9,406 $2.3M
Hilltop Holdings Inc. 0.15% Reduce -0.3% 9,372 $2.3M
Hikari Power Ltd 0.19% No change 9,280 $2.3M
Bluesphere Advisors LLC 1.15% Reduce -18.1% 9,265 $2.3M
Trilogy Capital Inc. 0.11% Reduce -3.4% 9,257 $2.3M
NorthCrest Asset Manangement, LLC 0.06% Add +3.0% 9,133 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -44.2% 9,120 $2.3M
OneDigital Investment Advisors LLC 0.03% Reduce -6.6% 9,106 $2.3M
TruWealth Advisors, LLC 0.12% Reduce -4.1% 9,100 $2.3M
Alexander Labrunerie & Co., Inc. 0.93% Add +0.1% 9,047 $2.2M
Cassaday & Co Wealth Management LLC 0.06% No change 9,044 $2.2M
Cresset Asset Management, LLC 0.01% Reduce -11.7% 9,041 $2.2M
Cozad Asset Management Inc. 0.20% Reduce -1.9% 9,041 $2.2M
AQR Capital Management 0.00% Add +125.8% 8,901 $2.2M
Two Sigma Securities, LLC 0.27% Add +392.6% 8,812 $2.2M
Beacon Pointe Advisors, LLC 0.02% Reduce -7.2% 8,726 $2.2M
North Star Investment Management Corp. 0.15% Reduce -0.6% 8,648 $2.1M
Oppenheimer & Co. Inc. 0.03% Add +6.3% 8,602 $2.1M
Silverlake Wealth Management LLC 0.63% Add +1.3% 8,590 $2.1M
Farther Finance Advisors, LLC 0.04% Add +135.3% 8,455 $2.1M
Evoke Wealth, LLC 0.05% Reduce -9.1% 8,435 $2.1M
Glenmede Investment Management, LP 0.01% — 8,380 $2.1M
Autumn Glory Partners, LLC 0.97% No change 8,375 $2.1M
NCM Capital Management, LLC 0.84% Add +0.0% 8,281 $2.1M
NORTHSTAR ASSET MANAGEMENT Co 0.47% Reduce -2.1% 8,250 $2.0M
Sigma Planning Corp 0.06% Reduce -4.7% 8,177 $2.0M
Accel Wealth Management 0.66% Reduce -0.6% 7,973 $2.0M
Cornerstone Wealth Management, LLC 0.12% Add +9.1% 7,946 $2.0M
Dunhill Financial, LLC 0.57% Add +41.6% 7,935 $2.0M
U.S. Capital Wealth Advisors, LLC 0.06% Add +219.3% 7,660 $1.9M
HB Wealth Management, LLC 0.02% Reduce -50.8% 7,657 $1.9M
Bank Hapoalim BM 0.27% Reduce -9.4% 7,511 $1.9M
Petix & Botte Co 0.45% No change 7,428 $1.8M
&partners 0.01% Add +10.0% 7,362 $1.8M
City State Bank 0.57% Reduce -7.7% 7,340 $1.8M
Parallel Advisors, LLC 0.04% Add +0.8% 7,331 $1.8M
FRG Family Wealth Advisors LLC 0.32% Reduce -23.5% 7,318 $1.8M
MontVue Capital Management, Inc. 1.29% No change 7,296 $1.8M
Financial Futures Ltd Liability Co. 0.96% Reduce -41.4% 7,199 $1.8M
First Trust Advisors LP 0.00% Add +0.6% 7,156 $1.8M
Arax Advisory Partners 0.08% Add +12.3% 7,145 $1.8M
Cathy Pareto & Associates, Inc. 1.46% Reduce -0.6% 7,091 $1.8M
Principle Wealth Partners LLC 0.11% Reduce -2.6% 7,068 $1.8M
Snowden Capital Advisors LLC 0.05% Add +7.9% 7,023 $1.7M
Advisory Services Network, LLC 0.03% Reduce -19.7% 7,206 $1.7M
Acorn Wealth Advisors, LLC 0.64% Reduce -48.5% 6,910 $1.7M
NWF Advisory Services Inc. 0.20% Add +9.8% 6,834 $1.7M
Eagle Strategies LLC 0.26% Add +3.3% 6,808 $1.7M
Aprio Wealth Management, LLC 0.19% Reduce -9.1% 6,740 $1.7M
Tranquilli Financial Advisor LLC 1.03% Reduce -26.4% 6,702 $1.7M
Prime Capital Investment Advisors, LLC 0.02% Reduce -2.2% 6,692 $1.7M
Harbor Asset Planning, Inc. 1.55% — 6,557 $1.6M
Rossby Financial, LCC 0.61% Add +1.0% 6,509 $1.6M
Mgo One Seven LLC 0.05% Reduce -10.9% 6,389 $1.6M
Essex Financial Services, Inc. 0.10% Reduce -19.5% 6,334 $1.6M
Rwa Wealth Partners, LLC 0.02% Reduce -45.9% 6,328 $1.6M
Citizens Financial Group Inc. 0.03% Add +35.8% 6,325 $1.6M
RDA Financial Network 0.42% Add +2.9% 6,318 $1.6M
Lowe Brockenbrough & Co. Inc. 0.09% Add +20.4% 6,272 $1.6M
High Net Worth Advisory Group LLC 0.41% Reduce -1.2% 6,229 $1.5M
Houlihan Financial Resource Group, Ltd. 0.63% Reduce -5.2% 6,283 $1.5M
North Forty Two & Co. 1.61% Reduce -0.7% 6,112 $1.5M
SlateStone Wealth, LLC 0.14% Reduce -4.7% 6,044 $1.5M
Advantage Trust Co 0.74% Reduce -5.0% 6,035 $1.5M
Northstar Group, Inc. 0.24% Add +0.0% 6,032 $1.5M
Compass Ion Advisors, LLC 0.16% Reduce -16.5% 6,005 $1.5M
Blackston Financial Advisory Group, LLC 0.93% Reduce -1.3% 5,964 $1.5M
Brighton Jones LLC 0.04% Reduce -1.2% 5,928 $1.5M
Debussy Capital Management LP 0.22% Add +140.3% 5,915 $1.5M
Embree Financial Group 0.22% Reduce -12.6% 5,886 $1.5M
Whittier Trust Co. 0.02% Reduce -2.7% 5,847 $1.5M
Financial Advisory Partners, LLC 0.46% No change 5,830 $1.4M
Fifth Third Securities, Inc. 0.11% Reduce -31.2% 5,785 $1.4M
Howard Wealth Management, LLC 0.71% Reduce -0.8% 5,634 $1.4M
DAVENPORT & Co LLC 0.01% Add +91.3% 5,624 $1.4M
Rooted Wealth Advisors, Inc. 0.48% Add +10.1% 5,578 $1.4M
WNY Asset Management, LLC 0.15% Add +6.9% 5,580 $1.4M
Independent Financial Group, LLC 0.04% Add +5.0% 5,575 $1.4M
Ausdal Financial Partners, Inc. 0.09% Reduce -9.8% 5,573 $1.4M
Signature Estate & Investment Advisors LLC 0.03% Reduce -7.6% 5,553 $1.4M
One Charles Private Wealth Services, LLC 0.39% Add +52.4% 5,520 $1.4M
Bigelow Investment Advisors, LLC 0.60% Add +1.9% 5,506 $1.4M
Williams Jones Wealth Management, LLC. 0.02% Add +2.9% 5,482 $1.4M
Sanctuary Advisors, LLC 0.01% Add +8.4% 5,434 $1.3M
Parsons Capital Management Inc. 0.08% Reduce -2.7% 5,419 $1.3M
Perigon Wealth Management, LLC 0.03% Reduce -3.0% 5,412 $1.3M
Bragg Financial Advisors, Inc 0.05% Reduce -16.7% 5,406 $1.3M
Bartlett & Co. Wealth Management LLC 0.02% No change 5,375 $1.3M
Capital Management Associates, Inc 0.42% Add +109.8% 5,370 $1.3M
Financial Engines Advisors L.L.C. 0.00% Add +111.4% 5,366 $1.3M
PFG Advisors 0.06% Add +1.5% 5,354 $1.3M
Dahring | Cusmano LLC 1.03% Add +2.8% 5,344 $1.3M
Smith Chas P & Associates Pa Cpas 0.07% New 5,282 $1.3M
Charter Oak Capital Management, LLC 0.11% Reduce -6.8% 5,264 $1.3M
Idaho Trust Co 0.47% Reduce -4.2% 5,255 $1.3M
Meridian Wealth Advisors, LLC 0.21% Add +0.0% 5,247 $1.3M
First American Bank 0.09% New 5,233 $1.3M
Sachetta, LLC 0.51% Reduce -27.3% 5,229 $1.3M
AIMZ Investment Advisors, LLC 0.43% Reduce -9.7% 5,192 $1.3M
Stonebridge Financial Group, LLC 0.12% No change 5,170 $1.3M
Salomon & Ludwin, LLC 0.13% Reduce -1.2% 5,109 $1.3M
Arkadios Wealth Advisors 0.04% Add +9.4% 5,068 $1.3M
Abbot Financial Management, Inc. 0.58% Add +1.3% 5,039 $1.3M
Investor's Fiduciary Advisor Network, LLC 0.46% Reduce -0.4% 5,024 $1.2M
Good Life Advisors, LLC 0.08% Reduce -5.3% 4,989 $1.2M
NorthCoast Asset Management LLC 0.01% Add +0.4% 4,981 $1.2M
Brown, Lisle/Cummings, Inc. 0.33% Add +0.5% 4,975 $1.2M
Stephens Inc. 0.02% Reduce -6.2% 4,973 $1.2M
Sheets Smith Wealth Management 0.14% Reduce -4.6% 4,877 $1.2M
Fortis Advisors, LLC 0.77% Reduce -1.1% 4,859 $1.2M
Solutions 4 Wealth, Ltd 1.99% Reduce -2.1% 4,816 $1.2M
Liberty Wealth Management LLC 0.19% Reduce -36.1% 4,813 $1.2M
Cardiff Park Advisors, LLC 0.10% Add +0.2% 4,807 $1.2M
Hudson Value Partners, LLC 0.41% Reduce -5.3% 4,786 $1.2M
Hershey Financial Advisers, LLC 1.06% — 4,774 $1.2M
Wharton Business Group, LLC 0.05% Add +0.7% 4,559 $1.2M
NewEdge Wealth, LLC 0.02% Add +6.1% 4,855 $1.2M
Axxcess Wealth Management, LLC 0.03% Add +1.7% 4,663 $1.2M
Whittier Trust Co. of Nevada Inc. 0.03% Reduce -7.8% 4,662 $1.2M
BlackRock, Inc. 0.00% Add +31.6% 4,633 $1.2M
Councilor Wealth, LLC 0.54% Add +5.1% 4,626 $1.1M
Elm Partners Management LLC 0.07% Add +146.7% 4,619 $1.1M
Olistico Wealth, LLC 0.63% Reduce -2.9% 4,605 $1.1M
N.E.W. Advisory Services LLC 0.11% Reduce -23.7% 4,604 $1.1M
Strategic Investment Solutions, Inc. 0.34% Add +525.9% 4,563 $1.1M
Ingalls & Snyder LLC 0.04% Reduce -10.3% 4,548 $1.1M
HRT Financial LP 0.01% Add +90.8% 4,536 $1.1M
Neuberger Berman Group LLC 0.00% Add +0.2% 4,534 $1.1M
Two Sigma Investments, LP 0.00% Reduce -59.1% 4,500 $1.1M
Mission Wealth Management, LP 0.02% Reduce -7.3% 4,499 $1.1M
Commerce Bank 0.01% Reduce -3.2% 4,485 $1.1M
Triangle Securities Wealth Management 0.27% Add +6.1% 4,419 $1.1M
McIntyre Freedman & Flynn Investment Advisers Inc. 0.77% No change 4,405 $1.1M
Philadelphia Trust Co. 0.08% No change 4,383 $1.1M
Live Oak Investment Partners 0.84% Add +6.4% 4,379 $1.1M
Red Mountain Financial, LLC 1.20% Add +26.0% 4,359 $1.1M
Prospera Financial Services Inc 0.02% Add +2.1% 4,355 $1.1M
Sumitomo Mitsui Financial Group, Inc. 0.02% Add +8.8% 4,336 $1.1M
Focused Wealth Management, Inc 0.13% Reduce -2.1% 4,286 $1.1M
Wealthspire Advisors, LLC 0.01% Add +0.3% 4,259 $1.1M
PFG Investments, LLC 0.06% Add +4.4% 4,255 $1.1M
Eclectic Associates Inc. 0.23% Reduce -0.7% 4,226 $1.0M
Pinnacle Associates Ltd. 0.02% Add +1.8% 4,226 $1.0M
Goldstein Advisors, LLC 0.14% Add +0.5% 4,169 $1.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% Add +20.6% 4,159 $1.0M
RBA Wealth Management, LLC 0.38% Add +3.7% 4,155 $1.0M
Redhawk Wealth Advisors, Inc. 0.13% Reduce -46.8% 4,147 $1.0M
StoneX Group Inc. 0.05% Add +183.5% 4,066 $1.0M
CoreCap Advisors, LLC 0.04% Reduce -22.1% 4,055 $1.0M
Modera Wealth Management, LLC 0.01% Add +3.9% 4,047 $1.0M
Focus Partners Advisor Solutions, LLC 0.01% Reduce -6.0% 4,007 $995K
Planning Directions Inc. 0.56% Reduce -19.6% 4,001 $993K
Centaurus Financial, Inc. 0.06% Add +0.7% 3,997 $993K
Nations Financial Group Inc, /Ia/ 0.07% Reduce -0.8% 3,988 $991K
Summit Trail Advisors, LLC 0.02% No change 3,961 $984K
Dynamic Advisor Solutions LLC 0.03% Add +0.1% 3,957 $983K
Vista Investment Management 0.36% Add +83.9% 3,947 $980K
Janus Henderson Group PLC 0.00% Reduce -23.2% 3,925 $975K
James Hambro & Partners LLP 0.04% Reduce -12.3% 3,915 $972K
Better Money Decisions, LLC 0.59% Add +0.4% 3,897 $968K
Geneos Wealth Management Inc. 0.02% Reduce -0.7% 3,862 $959K
Rathbones Group PLC 0.00% Reduce -2.3% 3,843 $954K
Wealthspan Partners, LLC 0.39% Add +19.1% 3,825 $950K
Bellevue Asset Management, LLC 0.46% No change 3,798 $943K
Wilmington Savings Fund Society, FSB 0.02% Reduce -3.8% 3,797 $943K
CX Institutional 0.03% Reduce -57.6% 3,799 $943K
Valeo Financial Advisors, LLC 0.02% Add +0.1% 3,775 $937K
Christensen, King & Associates Investment Services, Inc. 0.43% Reduce -4.6% 3,744 $930K
BCS Wealth Management 0.20% Add +3.8% 3,737 $928K
Inscription Capital, LLC 0.13% Add +0.5% 3,733 $927K
Retirement Planning Group, LLC 0.04% Add +53.8% 3,713 $922K
BigSur Wealth Management LLC 0.23% No change 3,700 $919K
Kennedy Investment Group, Inc. 0.39% Add +3.1% 3,668 $911K
Elite Financial, Inc. 0.45% No change 3,695 $908K
Gryphon Financial Partners LLC 0.12% No change 3,653 $907K
CRA Financial Services, LLC 0.14% Reduce -5.9% 3,617 $898K
Flagstar Securities, Inc. 0.25% Reduce -8.6% 3,582 $889K
Integral Investment Advisors, Inc. 0.25% Reduce -2.7% 3,578 $889K
Jaffetilchin Investment Partners, LLC 0.06% New 3,516 $873K
Novak & Powell Financial Services, Inc. 0.60% Reduce -45.5% 3,484 $865K
Ignite Planners, LLC 0.15% Reduce -0.0% 3,487 $848K
Financial Insights, Inc. 0.31% Add +2.2% 3,410 $847K
McGlone Suttner Wealth Management, Inc. 0.13% Reduce -2.7% 3,399 $844K
Savant Capital, LLC 0.01% Add +13.6% 3,383 $840K
CCG Wealth Management, LLC 0.44% Add +3.7% 3,348 $831K
Pacific Center for Financial Services 0.23% Add +1.1% 3,345 $831K
KDK Private Wealth Management, LLC 0.89% Reduce -9.5% 3,337 $828K
Triton Financial Group Inc 0.60% — 3,335 $828K
Financial Perspectives, Inc 0.25% Add +0.1% 3,313 $823K
Pallas Capital Advisors LLC 0.03% Reduce -19.0% 3,294 $818K
Jefferies Financial Group Inc. 0.01% Add +3.9% 3,291 $817K
Warner Financial, Inc. 0.34% Reduce -4.2% 3,271 $812K
Retirement Planning Co of New England, Inc. 0.36% Reduce -1.1% 3,262 $810K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -5.8% 3,258 $809K
Vanguard Group Inc. 0.00% Add +3.4% 3,234 $803K
Park Avenue Securities LLC 0.01% Reduce -38.9% 3,213 $798K
Werba Rubin Papier Wealth Management 0.15% Add +0.1% 3,213 $798K
Leavell Investment Management, Inc. 0.04% Reduce -5.1% 3,211 $797K
Smith & Howard Wealth Management, LLC 0.20% No change 3,202 $795K
Spire Wealth Management 0.03% Reduce -14.8% 3,198 $794K
Disciplined Investors, L.L.C. 0.62% Reduce -2.5% 3,191 $792K
Ashton Thomas Securities, LLC 0.19% Reduce -1.2% 3,188 $792K
Pinnacle Financial Group, LLC / IL 0.26% Add +0.5% 3,184 $791K
Accretive Wealth Partners, LLC 0.26% No change 3,182 $790K
Holderness Investments Co. 0.17% Add +4.1% 3,161 $785K
Kingswood Wealth Advisors, LLC 0.06% Reduce -48.2% 3,159 $785K
Long Island Wealth Management, Inc. 0.41% Reduce -7.8% 3,146 $781K
Joseph P. Lucia & Associates, LLC 0.32% Reduce -19.2% 3,117 $774K
Cwm, LLC 0.00% Reduce -17.7% 3,117 $774K
Wealth Management Resources, Inc. 0.26% Reduce -27.8% 3,085 $766K
Sequent Planning LLC 0.24% Add +14.3% 3,084 $766K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.11% Reduce -8.9% 3,081 $765K
Lebenthal Global Advisors, LLC 0.14% New 3,080 $765K
Kestra Private Wealth Services, LLC 0.01% Reduce -11.3% 3,067 $762K
First Wilshire Securities Management Inc. 0.21% No change 3,050 $757K
Grandfield & Dodd, LLC 0.04% No change 3,045 $756K
Park Square Financial Group, LLC 0.55% Add +4.9% 3,045 $756K
Ibex Wealth Advisors 0.08% New 3,033 $753K
Edmond DE Rothschild Holding S.A. 0.01% No change 3,000 $745K
Fiduciary Trust Co 0.01% Reduce -2.3% 2,997 $744K
Conservest Capital Advisors, Inc. 0.07% Reduce -10.1% 2,994 $743K
Dentgroup LLC 0.51% Reduce -2.9% 2,984 $741K
Ranch Capital Advisors Inc. 0.32% Add +0.0% 2,982 $740K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -2.3% 2,975 $739K
Institute for Wealth Management, LLC. 0.08% Reduce -55.9% 2,963 $736K
Brandywine Oak Private Wealth LLC 0.07% Reduce -0.2% 2,951 $733K
Obsidian Cio, LLC 0.11% Add +53.8% 2,942 $731K
Daymark Wealth Partners, LLC 0.03% Reduce -3.2% 2,929 $727K
Belpointe Asset Management LLC 0.03% Add +3.9% 2,899 $720K
Country Club Bank 0.05% No change 2,910 $719K
World Investment Advisors 0.02% Reduce -1.8% 2,889 $717K
Charles Schwab Investment Management Inc. 0.00% Reduce -7.8% 2,883 $716K
LPWM LLC 0.21% Reduce -8.3% 2,844 $706K
Nicolet Bankshares Inc. 0.12% No change 2,832 $703K
JFS Wealth Advisors, LLC 0.04% Add +50.6% 2,811 $698K
Atala Financial Inc 0.48% No change 2,810 $698K
Synovus Financial Corp. 0.01% Add +2.6% 2,798 $697K
Gradient Capital Advisors, LLC 0.21% Reduce -7.7% 2,795 $694K
Freestone Capital Holdings, LLC 0.02% No change 2,775 $689K
McGinn Penninger Investment Management, Inc. 0.43% Reduce -8.5% 2,737 $680K
Global Retirement Partners, LLC 0.02% — 2,738 $680K
Graypoint LLC 0.04% Reduce -2.4% 2,731 $678K
McGuire Investment Group, LLC 0.09% Add +5.5% 2,719 $675K
Athena Investment Management 0.37% Add +0.6% 2,694 $669K
HBK Sorce Advisory LLC 0.02% Reduce -6.9% 2,663 $661K
Optima Capital LLC 0.35% Reduce -23.8% 2,651 $658K
Meridian Wealth Management, LLC 0.03% Add +4.3% 2,610 $648K
Mather Group, Llc. 0.01% No change 2,601 $646K
Ieq Capital, LLC 0.00% Add +0.0% 2,592 $644K
Clear Point Advisors Inc. 0.54% No change 2,576 $640K
LFA - Lugano Financial Advisors SA 0.38% No change 2,550 $633K
Tyler-Stone Wealth Management 0.10% Add +0.3% 2,548 $633K
IVC Wealth Advisors LLC 0.31% Add +3.9% 2,532 $629K
Checchi Capital Advisers, LLC 0.04% Reduce -11.3% 2,531 $629K
BIP Wealth, LLC 0.04% Reduce -3.0% 2,514 $624K
Monograph Wealth Advisors, LLC 0.08% No change 2,500 $621K
Kelleher Financial Advisors 0.22% Reduce -14.0% 2,498 $620K
Simmons Bank 0.04% Reduce -2.1% 2,470 $613K
Wealth Alliance, LLC 0.07% Add +2.8% 2,465 $612K
Pathstone Holdings, LLC 0.00% Reduce -40.1% 2,456 $610K
Yoder Wealth Management, Inc. 0.32% Reduce -2.7% 2,454 $609K
Certified Advisory Corp 0.06% Add +0.1% 2,421 $601K
Avantax Planning Partners, Inc. 0.02% Reduce -73.2% 2,421 $601K
Alta Wealth Advisors LLC 0.28% Reduce -9.4% 2,386 $593K
Founders Financial Securities LLC 0.04% Reduce -3.3% 2,383 $592K
Graves Light Lenhart Wealth, Inc. 0.07% No change 2,374 $590K
Navis Wealth Advisors, LLC 0.50% Add +0.1% 2,369 $588K
Bright Financial Advisors, Inc. 0.33% No change 2,365 $587K
CWA Asset Management Group, LLC 0.02% Reduce -11.3% 2,362 $587K
Great Valley Advisor Group, Inc. 0.01% Reduce -19.4% 2,357 $585K
Westmount Partners, LLC 0.16% No change 2,352 $584K
Welch & Forbes LLC 0.01% Reduce -1.9% 2,352 $584K
Brown Miller Wealth Management, LLC 0.18% Reduce -20.6% 2,351 $584K
LifeGoal Investments, LLC 0.55% No change 2,346 $583K
LJI Wealth Management, LLC 0.10% Reduce -4.9% 2,320 $576K
Essential Planning, LLC. 0.21% Add +0.0% 2,320 $576K
American Trust 0.05% New 2,315 $575K
Bank of New York Mellon Corp 0.00% Add +12.1% 2,295 $570K
Benjamin Edwards Inc. 0.01% No change 2,291 $569K
Farmers & Merchants Investments Inc. 0.02% No change 2,283 $567K
Koshinski Asset Management, Inc. 0.04% Reduce -1.1% 2,281 $566K
Meridian Investment Counsel Inc. 0.15% Reduce -4.2% 2,260 $561K
Pacific Sun Financial Corp 0.29% Add +2.5% 2,258 $561K
GTS Securities LLC 0.02% Reduce -90.5% 2,252 $559K
DHJJ Financial Advisors, Ltd. 0.20% Reduce -0.7% 2,251 $559K
Finward Bancorp 0.44% No change 2,249 $559K
SeaCrest Wealth Management, LLC 0.06% Reduce -64.3% 2,233 $555K
Blue Bell Private Wealth Management, LLC 0.09% Add +142.8% 2,219 $551K
Eagle Harbor Asset Management Inc. 0.53% Add +25.3% 2,216 $550K
Wealth Management Associates, Inc. 0.21% Reduce -1.9% 2,211 $549K
Absolute Capital Management, LLC 0.27% Reduce -5.0% 2,195 $545K
Mystic Asset Management, Inc. 0.13% Add +1.9% 2,178 $541K
Bulwark Capital Corp 0.45% — 2,169 $539K
Capital Investment Advisory Services, LLC 0.04% Reduce -1.5% 2,168 $539K
Moneta Group Investment Advisors LLC 0.01% Reduce -10.2% 2,152 $534K
Dagco, Inc. 0.15% Reduce -9.0% 2,148 $533K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -66.7% 2,141 $532K
D'Orazio & Associates, Inc. 0.07% Reduce -6.1% 2,140 $531K
American Money Management, LLC 0.09% No change 2,135 $530K
Bare Financial Services, Inc 0.18% Add +6.2% 2,134 $530K
Flputnam Investment Management Co. 0.01% No change 2,132 $530K
Allegheny Financial Group 0.12% Add +0.1% 2,124 $528K
Muirfield Wealth Advisors LLC 0.42% Reduce -6.3% 2,105 $523K
QRG Capital Management, Inc. 0.00% Add +81.8% 2,102 $522K
Cibc World Market Inc. 0.00% Reduce -23.4% 2,101 $522K
Edge Financial Advisors LLC 0.27% Add +0.3% 2,098 $521K
NorthRock Partners, LLC 0.01% No change 2,066 $513K
Modern Wealth Management, LLC 0.01% Reduce -24.3% 2,052 $510K
Values Added Financial LLC 0.24% No change 2,031 $504K
Mainstream Capital Management LLC 0.37% Reduce -1.2% 2,022 $502K
Main Street Financial Solutions, LLC 0.04% Reduce -41.8% 2,009 $499K
Hoxton Planning & Management, LLC 0.17% Reduce -7.6% 2,004 $498K
HBW Advisory Services LLC 0.06% Add +5.5% 1,998 $496K
Curran Financial Partners, LLC 0.11% Reduce -90.0% 1,983 $492K
Analyst IMS Investment Management Services Ltd. 0.02% No change 1,980 $492K
Smith Salley Wealth Management 0.03% Add +102.0% 1,980 $492K
HF Advisory Group, LLC 0.19% Reduce -10.1% 1,975 $491K
FAS Wealth Partners, Inc. 0.04% Reduce -4.7% 1,959 $486K
Creekside Partners 0.23% Reduce -0.8% 1,958 $486K
Resolute Wealth Strategies, LLC 0.26% Reduce -5.2% 1,953 $485K
Roundview Capital LLC 0.03% No change 1,950 $484K
Winch Advisory Services, LLC 0.12% Reduce -0.9% 1,934 $480K
Mutual Advisors, LLC 0.01% Reduce -67.5% 1,909 $480K
Kovack Advisors, Inc. 0.05% Reduce -3.0% 1,902 $472K
HCR Wealth Advisors 0.06% Reduce -16.3% 1,883 $468K
Ascent Group, LLC 0.02% Reduce -0.1% 1,880 $467K
Ayalon Insurance Comp Ltd. 0.13% No change 1,863 $463K
Zhang Financial LLC 0.02% Reduce -6.5% 1,858 $461K
Aspen Wealth Strategies, LLC 0.28% Add +7.2% 1,856 $461K
Prostatis Group LLC 0.13% Add +7.5% 1,856 $461K
Rehmann Capital Advisory Group 0.03% Add +0.1% 1,854 $461K
Wedbush Securities Inc. 0.02% Add +0.8% 1,851 $460K
Collaborative Wealth Managment Inc. 0.20% Reduce -3.1% 1,838 $456K
New Perspectives, Inc 0.23% No change 1,832 $455K
Davis R M Inc. 0.01% New 1,825 $453K
Capital Advisors Inc. 0.01% Reduce -5.7% 1,823 $453K
Avior Wealth Management, LLC 0.02% Reduce -5.2% 1,814 $450K
LexAurum Advisors, LLC 0.07% Reduce -1.8% 1,813 $450K
Beacon Financial Advisory LLC 0.12% Reduce -4.7% 1,797 $446K
FSM Wealth Advisors, LLC 0.07% New 1,793 $444K
AE Wealth Management LLC 0.00% Reduce -30.1% 1,760 $437K
Level Four Advisory Services, LLC 0.02% Reduce -0.6% 1,758 $437K
Ancora Advisors LLC 0.01% Add +0.4% 1,755 $436K
Stableford Capital II LLC 0.16% Reduce -0.6% 1,721 $433K
Goelzer Investment Management, Inc. 0.02% Reduce -11.5% 1,735 $431K
HHM Wealth Advisors, LLC 0.05% No change 1,729 $429K
Jordan Park Group LLC 0.03% No change 1,725 $428K
Apexium Financial, LP 0.02% Reduce -17.4% 1,725 $428K
Grant Street Asset Management, Inc. 0.10% Reduce -22.3% 1,723 $428K
Patten & Patten Inc. 0.03% No change 1,722 $428K
Arete Wealth Advisors, LLC 0.03% Add +13.5% 1,718 $427K
Mainsail Asset Management, LLC 0.26% No change 1,711 $425K
Collective Family Office LLC 0.11% Reduce -21.8% 1,705 $423K
KPP Advisory Services LLC 0.07% Reduce -6.1% 1,696 $421K
WJ Interests, LLC 0.18% No change 1,690 $420K
Patriot Investment Management Group, Inc. 0.03% Add +0.2% 1,685 $418K
Lazari Capital Management, Inc. 0.16% Add +57.3% 1,681 $417K
Pine Valley Investments Ltd Liability Co 0.02% Add +2.4% 1,680 $417K
Van Cleef Asset Management,Inc 0.04% No change 1,663 $413K
Flagship Harbor Advisors, LLC 0.02% Reduce -18.4% 1,659 $412K
First Commonwealth Financial Corp 0.09% No change 1,657 $411K
Summit Place Financial Advisors, LLC 0.21% No change 1,650 $410K
Fort Sheridan Advisors LLC 0.06% Reduce -5.6% 1,641 $408K
Aviso Financial Inc. 0.02% Reduce -0.1% 1,637 $407K
Mascagni Wealth Management, Inc. 0.35% Reduce -1.4% 1,633 $406K
IFG Advisory, LLC 0.02% Reduce -2.2% 1,630 $405K
Aire Advisors, LLC 0.08% Reduce -1.4% 1,629 $404K
Arlington Trust Co LLC 0.08% Reduce -9.0% 1,622 $403K
Signal Advisors Wealth, LLC 0.03% Add +28.8% 1,610 $400K
Hanson & Doremus Investment Management 0.05% No change 1,606 $399K
SPC Financial, Inc. 0.03% No change 1,600 $397K
Greykasell Wealth Strategies, Inc. 0.19% No change 1,585 $394K
Greenline Partners, LLC 0.05% Reduce -84.2% 1,578 $392K
Stratos Wealth Advisors, LLC 0.02% Add +16.1% 1,575 $391K
Waters Parkerson & Co., LLC 0.02% No change 1,575 $391K
Cary Street Partners Financial LLC 0.01% Reduce -2.0% 1,573 $391K
Redwood Financial Network Corp 0.26% Add +0.3% 1,566 $389K
Round Rock Advisors LLC 0.07% Reduce -7.9% 1,566 $389K
BOS Asset Management, LLC 0.12% No change 1,565 $389K
Fiduciary Alliance LLC 0.03% Add +0.1% 1,559 $387K
Channel Wealth LLC 0.11% Add +0.5% 1,557 $387K
Willow Creek Wealth Management Inc. 0.03% New 1,554 $386K
Foundations Investment Advisors, LLC 0.01% Add +47.5% 1,546 $384K
Western Wealth Management, LLC 0.02% Reduce -5.1% 1,545 $384K
CMG Global Holdings, LLC 0.20% Add +0.1% 1,537 $383K
AlphaStar Capital Management, LLC 0.03% Reduce -11.0% 1,536 $382K
Diversify Wealth Management, LLC 0.02% Reduce -14.8% 1,558 $379K
Financial Advocates Investment Management 0.03% Reduce -24.1% 1,519 $377K
Quantum Financial Advisors, LLC 0.05% New 1,505 $374K
Haverford Trust Co 0.00% Reduce -15.8% 1,500 $373K
Highland Capital Management, LLC 0.02% No change 1,487 $369K
Glass Jacobson Investment Advisors llc 0.14% Add +10.3% 1,486 $369K
Flagship Private Wealth, LLC 0.16% Add +0.2% 1,485 $369K
Innovative Wealth Building LLC 0.30% Reduce -2.7% 1,470 $365K
Manchester Capital Management LLC 0.05% Reduce -70.2% 1,467 $364K
Optas, LLC 0.07% Reduce -50.0% 1,463 $363K
Nwam LLC 0.02% Add +27.7% 1,488 $359K
PDS Planning, Inc 0.03% Reduce -41.3% 1,446 $359K
St Germain D J Co. Inc. 0.02% Add +0.7% 1,446 $359K
Centricity Wealth Management, LLC 0.29% Add +2.2% 1,445 $359K
Wedmont Private Capital 0.02% Reduce -24.5% 1,424 $356K
Ridgecrest Wealth Partners, LLC 0.19% Add +30.9% 1,435 $356K
Summit Financial Strategies, Inc. 0.03% Reduce -10.8% 1,429 $355K
Leo Wealth, LLC 0.03% New 1,429 $355K
Fiera Capital Corp 0.00% Reduce -0.9% 1,428 $355K
Empower Advisory Group, LLC 0.00% Reduce -28.5% 1,425 $354K
Sowell Financial Services LLC 0.01% Add +0.6% 1,425 $354K
Blankinship & Foster, LLC 0.08% Reduce -2.7% 1,420 $353K
Johnson Bixby & Associates, LLC 0.05% Reduce -14.5% 1,411 $350K
Capital Investment Advisors, LLC 0.01% Reduce -6.6% 1,409 $350K
RMR Wealth Builders 0.03% Reduce -0.1% 1,407 $349K
Comprehensive Financial Planning, Inc. 0.27% Add +0.4% 1,406 $349K
Wealthquest Corp 0.03% No change 1,404 $349K
Csenge Advisory Group 0.02% Add +3.4% 1,425 $347K
Joel Isaacson & Co., LLC 0.01% Add +0.2% 1,397 $347K
Verdence Capital Advisors LLC 0.02% Reduce -34.8% 1,395 $346K
Stelac Advisory Services LLC 0.13% No change 1,391 $346K
River Wealth Advisors LLC 0.04% Reduce -2.7% 1,391 $345K
KMG Fiduciary Partners, LLC 0.03% Add +1.5% 1,380 $343K
Chemistry Wealth Management LLC 0.07% No change 1,380 $343K
CENTRAL TRUST Co 0.01% Reduce -4.0% 1,378 $342K
Prudent Investors Network, Inc. 0.09% Add +8.9% 1,375 $341K
360 Financial, Inc. 0.11% No change 1,370 $340K
Maripau Wealth Management LLC 0.17% Add +42.1% 1,370 $340K
Nvest Financial, LLC 0.18% Reduce -93.1% 1,360 $338K
BLB&B Advisors, LLC 0.02% Reduce -21.8% 1,356 $337K
Noesis Capital Mangement Corp. 0.06% Reduce -1.5% 1,354 $336K
Advisors Management Group Inc. 0.06% Add +0.1% 1,355 $336K
Independent Family Office, LLC 0.16% New 1,350 $335K
Appleton Partners Inc. 0.02% No change 1,350 $335K
Procyon Advisors, LLC 0.03% Add +35.5% 1,322 $328K
Keybank National Association 0.00% No change 1,309 $325K
Fearless Solutions, LLC dba Best Invest 0.23% Reduce -0.1% 1,306 $324K
Sweeney & Michel, LLC 0.12% Add +0.3% 1,302 $324K
McAdam, LLC 0.02% Add +8.8% 1,303 $324K
Vertex Planning Partners, LLC 0.07% No change 1,299 $323K
Associated Banc-Corp 0.01% Add +0.3% 1,296 $322K
Birchcreek Wealth Management, LLC 0.18% Reduce -15.9% 1,293 $321K
Venture Visionary Partners LLC 0.01% Reduce -23.7% 1,287 $320K
Arkos Global Advisors 0.04% No change 1,274 $316K
Heritage Wealth Advisors 0.01% No change 1,262 $313K
Lee Danner & Bass Inc. 0.02% No change 1,261 $313K
Sonata Capital Group Inc. 0.12% Reduce -17.4% 1,255 $312K
Avaii Wealth Management, LLC 0.14% Reduce -2.3% 1,252 $311K
Compass Financial Group, INC 0.05% Reduce -0.2% 1,251 $311K
Panoramic Investment Advisors, LLC 0.19% Reduce -9.5% 1,250 $311K
Crestwood Advisors Group, LLC 0.01% Reduce -24.9% 1,249 $310K
Moller Wealth Partners 0.07% Add +0.4% 1,249 $310K
Bessemer Group Inc. 0.00% Reduce -7.7% 1,249 $310K
Kingsview Wealth Management, LLC 0.01% Add +13.3% 1,248 $310K
Spinnaker Investment Group, LLC 0.07% Reduce -29.4% 1,247 $310K
Ballentine Partners, LLC 0.00% No change 1,241 $308K
Orion Capital Management LLC 0.12% No change 1,240 $308K
Accurate Wealth Management, LLC 0.05% Reduce -20.9% 1,220 $307K
Octavia Wealth Advisors, LLC 0.03% Reduce -14.9% 1,236 $307K
Fisher Asset Management 0.00% Reduce -45.2% 1,235 $307K
HM Payson & Co. 0.00% Reduce -53.6% 1,233 $306K
Gries Financial LLC 0.06% New 1,230 $305K
Faithward Advisors, LLC 0.05% Add +0.3% 1,230 $305K
ABLE Financial Group, LLC 0.07% Add +14.7% 1,217 $302K
Brookwood Investment Group LLC 0.05% Add +2.2% 1,210 $301K
Rothschild Investment LLC 0.02% No change 1,209 $300K
DF Dent & Co. Inc. 0.00% No change 1,204 $299K
Tme Financial, Inc. 0.24% Add +0.3% 1,202 $298K
Shepherd Financial Partners LLC 0.03% No change 1,201 $298K
Hobart Private Capital, LLC 0.07% No change 1,199 $298K
GSG Advisors LLC 0.09% Reduce -7.7% 1,194 $297K
Quartz Partners, LLC 0.14% New 1,193 $296K
Summit Asset Management, LLC 0.05% Add +0.3% 1,192 $296K
Choreo, LLC 0.00% Reduce -3.3% 1,188 $295K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -11.9% 1,182 $294K
First Bancorp, Inc 0.17% No change 1,175 $292K
Harmony Asset Management LLC 0.11% No change 1,175 $292K
Regions Financial Corp. 0.00% Reduce -12.3% 1,175 $292K
Gateway Wealth Partners, LLC 0.06% New 1,173 $291K
Aegis Wealth Management LLC 0.17% No change 1,100 $291K
Atlantic Union Bankshares Corp 0.01% New 1,172 $291K
Insight Advisors, LLC/ PA 0.05% Add +0.3% 1,172 $291K
Evolution Wealth Advisors, LLC 0.04% No change 1,165 $289K
JB Capital LLC 0.01% Reduce -3.4% 1,158 $288K
Mosaic Financial Group, LLC 0.22% No change 1,154 $287K
Berger Financial Group, Inc 0.02% Reduce -2.2% 1,155 $287K
Seamount Financial Group Inc. 0.15% Add +0.2% 1,152 $286K
Medallion Wealth Advisors, LLC 0.11% No change 1,145 $286K
Sovereign Financial Group, Inc. 0.06% Reduce -17.4% 1,150 $286K
Park Edge Advisors, LLC 0.07% No change 1,141 $283K
Salem Investment Counselors Inc. 0.01% No change 1,140 $283K
Compass Advisory Group LLC 0.09% Add +0.3% 1,140 $283K
Thoroughbred Financial Services, LLC 0.02% Reduce -2.6% 1,142 $283K
Owen LaRue, LLC 0.12% Add +0.3% 1,137 $282K
Composition Wealth, LLC 0.00% Reduce -48.2% 1,135 $282K
RFG Advisory, LLC 0.01% Add +14.6% 1,132 $281K
ALM First Financial Advisors, LLC 0.06% No change 1,389 $281K
Salus Financial Advisors, LLC 0.19% No change 1,126 $280K
Coastal Bridge Advisors, LLC 0.02% New 1,125 $279K
Guardian Asset Advisors, LLC 0.16% No change 1,123 $279K
Dopkins Wealth Management, LLC 0.13% No change 1,122 $279K
Journey Advisory Group, LLC 0.02% No change 1,121 $278K
Strategic Blueprint, LLC 0.01% Reduce -16.3% 1,121 $278K
Russell Investments Group, Ltd. 0.00% Add +201.9% 1,120 $278K
Keystone Financial Group 0.02% No change 1,108 $275K
Integrity Alliance, Llc. 0.01% Reduce -24.9% 1,101 $273K
Private Advisory Group LLC 0.03% Reduce -5.7% 1,098 $273K
Mitchell McLeod Pugh & Williams Inc. 0.05% No change 1,098 $273K
Greenhouse Wealth Management, LLC 0.18% Reduce -47.6% 1,096 $272K
EverSource Wealth Advisors, LLC 0.01% Reduce -65.0% 1,095 $272K
Matrix Private Capital Group LLC 0.16% Reduce -59.2% 1,091 $271K
Lansing Street Advisors 0.08% Reduce -33.1% 1,091 $271K
Narus Financial Partners, LLC 0.08% New 1,087 $270K
Red Door Wealth Management, LLC 0.03% New 1,078 $268K
Passive Capital Management, LLC. 0.08% No change 1,063 $267K
Mission Creek Capital Partners, Inc. 0.06% Reduce -1.3% 1,075 $267K
1900 Wealth Management LLC 0.02% No change 1,074 $267K
Winebrenner Capital Management LLC 0.21% Reduce -0.7% 1,071 $266K
American Institute for Advanced Investment Management, LLP 0.19% Reduce -15.8% 1,066 $265K
Peregrine Asset Advisers, Inc. 0.08% No change 1,062 $264K
Callahan Advisors, LLC 0.02% No change 1,061 $263K
ProVise Management Group, LLC 0.02% No change 1,055 $262K
WFA Asset Management Corp 0.15% Reduce -11.0% 982 $261K
Upper Left Wealth Management, LLC 0.17% No change 1,050 $261K
Westfuller Advisors, LLC 0.15% No change 1,046 $260K
Harbor Investment Advisory, LLC 0.02% No change 1,046 $260K
Evanson Asset Management, LLC 0.02% Reduce -3.6% 1,043 $259K
Connecticut Wealth Management, LLC 0.01% New 1,038 $258K
Pacific Asset Management, LLC 0.21% Add +0.4% 1,038 $258K
Chesley Taft & Associates LLC 0.01% New 1,037 $258K
Parr McKnight Wealth Management Group, LLC 0.04% Add +5.5% 1,035 $257K
Magnus Financial Group LLC 0.02% Add +0.4% 1,035 $257K
Beacon Capital Management, LLC 0.03% Reduce -15.9% 1,031 $256K
Ellis Investment Partners, LLC 0.05% Reduce -3.1% 1,031 $256K
Rossmore Private Capital 0.03% No change 1,025 $255K
Aptus Capital Advisors, LLC 0.00% Add +3.3% 1,021 $253K
United Capital Financial Advisors, LLC 0.00% Add +2.1% 1,017 $253K
Spirepoint Private Client, LLC 0.03% Reduce -3.9% 1,017 $253K
MN Wealth Advisors, LLC 0.15% Add +0.3% 1,016 $252K
Legacy Edge Advisors, LLC 0.03% Reduce -22.3% 1,009 $251K
Bridgewater Advisors Inc. 0.02% No change 1,010 $250K
Ballew Advisors, Inc 0.15% No change 1,000 $250K
Moseley Investment Management Inc. 0.09% Reduce -5.5% 1,001 $249K
Wilson & Boucher Capital Management, LLC 0.17% No change 1,000 $248K
Somerset Trust Co 0.08% Add +3.5% 992 $246K
American National Bank & Trust 0.03% No change 990 $246K
Riverpoint Wealth Management Holdings, LLC 0.06% Add +0.4% 989 $246K
Betterment LLC 0.00% Add +8.8% 985 $245K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +19.4% 985 $245K
Strategic Financial Concepts, LLC 0.03% Add +0.1% 983 $244K
Hardin Capital Partners, LLC 0.14% No change 965 $243K
Aspect Partners, LLC 0.12% Add +49.5% 973 $242K
Fairvoy Private Wealth, LLC 0.06% No change 971 $241K
Coppell Advisory Solutions LLC 0.03% Reduce -0.4% 975 $241K
Keeler & Nadler Financial Planning & Wealth Management 0.10% Add +0.3% 967 $240K
Lynx Investment Advisory 0.16% Add +0.3% 967 $240K
RVW Wealth, LLC 0.02% Add +0.9% 966 $240K
Miller Financial Services LLC 0.30% No change 957 $238K
Signaturefd, LLC 0.00% No change 957 $238K
Richmond Investment Services, LLC 0.05% New 956 $237K
International Assets Investment Management, LLC 0.02% Add +2.3% 949 $236K
Elevation Point Wealth Partners, LLC 0.02% No change 948 $235K
TD Private Client Wealth LLC 0.01% Reduce -9.6% 947 $235K
Canvas Wealth Advisors, LLC 0.05% Reduce -18.5% 936 $233K
Caldwell Trust Co 0.02% No change 940 $233K
Advisor OS, LLC 0.02% Add +0.8% 939 $233K
Jim Saulnier & Associates, LLC 0.16% New 933 $232K
D.B. Root & Company, LLC 0.07% No change 932 $231K
Tudor Investment Corporation 0.00% Reduce -97.7% 932 $231K
Franklin Resources Inc. 0.00% No change 932 $231K
Busey Bank 0.01% No change 930 $231K
Smith, Moore & Co. 0.02% Reduce -2.6% 914 $227K
Mesirow Financial Investment Management, Inc. 0.00% New 912 $226K
Tsfg, LLC 0.04% No change 910 $226K
Allen Mooney & Barnes Investment Advisors LLC 0.04% No change 910 $226K
Warwick Investment Management, Inc. 0.04% No change 909 $226K
Trek Financial, LLC 0.01% No change 903 $224K
Columbia Asset Management 0.04% No change 900 $224K
Bristlecone Advisors, LLC 0.02% No change 895 $222K
Planned Solutions, Inc. 0.09% No change 895 $222K
Rockland Trust Co. 0.01% No change 894 $222K
LifeSteps Financial, Inc. 0.15% Reduce -18.4% 888 $221K
McClarren Financial Advisors, Inc. 0.14% Reduce -10.6% 887 $220K
Midwest Trust Co 0.00% — 887 $220K
Castle Rock Wealth Management, LLC 0.05% Reduce -3.2% 906 $220K
NavPoint Financial, Inc. 0.13% New 885 $220K
MKT Advisors LLC 0.09% New 874 $220K
Lodestar Private Asset Management LLC 0.03% No change 881 $219K
Bay Capital Advisors, LLC 0.17% Add +0.3% 879 $218K
LOM Asset Management Ltd 0.07% — 876 $218K
Fulton Bank, N.A. 0.01% Reduce -1.8% 876 $218K
Financial Partners Group, Inc 0.03% No change 866 $215K
Oak Hill Wealth Advisors, LLC 0.04% No change 863 $215K
HUB Investment Partners, LLC 0.01% No change 857 $213K
Foronjy Financial LLC 0.10% — 855 $212K
Chicago Partners Investment Group LLC 0.01% Reduce -37.4% 843 $212K
Ledyard National Bank 0.02% Reduce -1.6% 853 $212K
Clark Capital Management Group, Inc. 0.00% Reduce -15.5% 851 $211K
Naples Global Advisors, LLC 0.02% No change 850 $211K
BlueStem Wealth Partners, LLC 0.03% Add +0.2% 849 $211K
MRWM Advisors, LLC 0.13% No change 847 $210K
Aurora Private Wealth, Inc. 0.16% Reduce -6.0% 844 $210K
Physician Wealth Advisors, Inc. 0.03% Add +0.1% 836 $208K
Kellett Wealth Advisors, LLC 0.13% Reduce -12.6% 830 $206K
Kavar Capital Partners Group, LLC 0.03% No change 825 $205K
Apella Capital, LLC 0.01% Reduce -10.0% 825 $204K
Capital Square, LLC 0.11% New 819 $204K
Cascade Wealth Advisors, Inc 0.12% Reduce -61.7% 846 $204K
Hickory Asset Management, Inc. 0.17% New 819 $203K
Next Level Private LLC 0.07% Add +0.4% 815 $202K
Soltis Investment Advisors LLC 0.02% No change 813 $202K
Cypress Wealth Services, LLC 0.04% Reduce -3.5% 809 $201K
Kera Capital Partners, Inc. 0.04% No change 808 $201K
Resolute Advisors LLC 0.05% Add +0.4% 806 $200K
Activest Wealth Management 0.05% No change 802 $199K
Garde Capital, Inc. 0.01% No change 793 $197K
Center for Financial Planning, Inc. 0.02% Reduce -6.9% 778 $193K
Colonial Trust Co / SC 0.03% No change 764 $190K
Glen Eagle Advisors, LLC 0.03% Add +0.1% 731 $182K
Briaud Financial Planning Inc 0.07% No change 716 $177K
Golden State Wealth Management, LLC 0.02% Reduce -14.6% 712 $177K
AdvisorNet Financial, Inc 0.01% Reduce -23.5% 709 $176K
Plante Moran Financial Advisors, LLC 0.01% Reduce -16.0% 674 $167K
AllSquare Wealth Management LLC 0.09% No change 629 $156K
Spirit of America Management Corp. 0.03% Reduce -4.0% 622 $150K
Progressive Investment Management Corp 0.04% No change 600 $149K
Brown Brothers Harriman & Co. 0.00% No change 574 $143K
S.A. Mason LLC 0.07% No change 564 $140K
Rice Partnership, LLC 0.02% Reduce -2.0% 548 $136K
Armor Investment Advisors, LLC 0.05% Add +0.9% 530 $132K
Eastern Bank 0.00% Reduce -6.4% 529 $131K
Ramirez Asset Management, Inc. 0.02% No change 510 $127K
EPG Wealth Management LLC 0.04% Reduce -16.0% 510 $127K
UMB Bank, n.a. 0.00% No change 509 $126K
Blue Trust, Inc. 0.00% Add +36.6% 500 $124K
Stuart Chaussee & Associates, Inc. 0.03% No change 489 $121K
SOA Wealth Advisors, LLC. 0.02% Add +0.4% 485 $121K
Montag A & Associates Inc. 0.01% Reduce -33.3% 473 $117K
2UniFi Bank 0.07% No change 470 $117K
Solstein Capital, LLC 0.06% No change 470 $117K
SouthState Bank Corp 0.01% Reduce -2.5% 467 $116K
Nova Wealth Management, Inc. 0.08% Add +35.6% 465 $115K
Smartleaf Asset Management LLC 0.01% Reduce -26.4% 465 $115K
Atticus Wealth Management, LLC 0.03% Add +0.2% 435 $108K
Vermillion Wealth Management, Inc. 0.05% No change 421 $105K
Archer Investment Corp 0.02% No change 417 $104K
Hurley Capital, LLC 0.07% Add +206.6% 417 $103K
Murphy & Mullick Capital Management Corp 0.08% No change 426 $103K
WFA of San Diego, LLC 0.08% — 410 $102K
Hazlett, Burt & Watson, Inc. 0.04% Reduce -39.6% 402 $100K
Basso Capital Management, L.P. 0.07% No change 398 $99K
Global Wealth Strategies & Associates 0.03% Reduce -11.7% 378 $94K
Fairscale Capital, LLC 0.07% No change 387 $93K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 376 $93K
Washington Trust Advisors, Inc. 0.01% No change 376 $93K
Avalon Trust Co 0.01% No change 375 $93K
Sittner & Nelson, LLC 0.04% No change 352 $87K
NBT Bank, N.A. 0.01% Add +0.3% 342 $85K
Cranbrook Wealth Management, LLC 0.02% No change 340 $84K
Missouri Trust & Investment Co 0.03% No change 335 $83K
Piscataqua Savings Bank 0.07% No change 329 $82K
Private Wealth Asset Management, LLC 0.01% No change 327 $81K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 325 $81K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 325 $81K
Resources Management Corp. /CT/ 0.01% Reduce -3.0% 324 $80K
Larson Financial Group LLC 0.00% Add +15.9% 320 $80K
Horizon Bancorp Inc. 0.04% No change 319 $79K
Headlands Technologies LLC 0.01% Reduce -3.0% 318 $79K
Key Financial Inc 0.02% No change 316 $78K
Y.D. More Investments Ltd 0.01% Reduce -41.5% 310 $77K
Parkside Financial Bank & Trust 0.01% No change 308 $76K
Brooklyn Investment Group 0.01% Add +207.0% 307 $76K
Cape Investment Advisory, Inc. 0.03% Reduce -27.0% 305 $76K
Clean Yield Group 0.02% No change 300 $75K
Hartford Financial Management Inc. 0.02% No change 300 $75K
Holos Integrated Wealth LLC 0.04% No change 308 $74K
Minot DeBlois Advisors LLC 0.07% No change 299 $74K
Citizens National Bank Trust Department 0.01% No change 298 $74K
Lanark Financial, Inc. 0.01% Add +11.2% 289 $71K
GPS Wealth Strategies Group, LLC 0.01% No change 284 $71K
Iron Horse Wealth Management, LLC 0.02% No change 281 $70K
Nvwm, LLC 0.02% No change 275 $68K
Bogart Wealth, LLC 0.00% Reduce -2.5% 275 $68K
Millstone Evans Group, LLC 0.04% No change 265 $66K
Allspring Global Investments Holdings, LLC 0.00% No change 260 $65K
Founders Capital Management 0.04% No change 259 $64K
Pflug Koory, LLC 0.03% No change 257 $64K
Abound Wealth Management 0.02% Add +0.4% 251 $62K
Crewe Advisors LLC 0.01% No change 250 $62K
City Holding Co. 0.01% Reduce -4.3% 248 $62K
Flagship Wealth Advisors, LLC 0.02% No change 240 $60K
Trifecta Capital Advisors, LLC 0.01% New 238 $59K
VSM Wealth Advisory, LLC 0.02% No change 236 $59K
Mascoma Wealth Management LLC 0.01% No change 234 $58K
Talon Private Wealth, LLC 0.01% New 218 $54K
Vestor Capital, LLC 0.00% Add +254.5% 2,375 $54K
Robinswood Financial LLC 0.02% No change 214 $53K
MCF Advisors LLC 0.00% Reduce -16.3% 200 $50K
Running Point Capital Advisors, LLC 0.01% No change 198 $49K
Investors Research Corp 0.01% No change 194 $48K
Compass Financial Services Inc 0.02% Add +0.5% 192 $48K
Guardian Wealth Advisors, LLC / NC 0.00% Add +12.8% 185 $46K
Sunbelt Securities, Inc. 0.00% No change 178 $45K
Trust Co. of Toledo NA 0.00% New 175 $43K
Private Trust Co. NA 0.00% Reduce -54.1% 169 $42K
Strategic Wealth Partners, Ltd. 0.00% — 167 $42K
Banque Cantonale Vaudoise 0.00% No change 167 $41K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 160 $40K
Tidemark, LLC 0.01% No change 156 $39K
Roble, Belko & Company, Inc 0.01% No change 155 $38K
Hilltop National Bank 0.01% — 153 $38K
Maryland Capital Advisors Inc. 0.01% Reduce -11.1% 152 $38K
Inlight Wealth Management, LLC 0.02% No change 152 $38K
Costello Asset Management, INC 0.01% No change 146 $36K
Duncker Streett & Co. Inc. 0.01% No change 142 $35K
Advanced Asset Management Advisors Inc 0.01% Add +6.1% 140 $35K
Deutsche Bank AG 0.00% No change 140 $35K
McIlrath & Eck, LLC 0.00% Reduce -42.8% 139 $35K
Evolution Wealth Management Inc. 0.04% — 132 $33K
Woodside Wealth Management LLC 0.03% No change 132 $33K
Roxbury Financial LLC 0.03% Add +0.8% 130 $32K
Valley National Advisers Inc. 0.01% No change 131 $32K
Atwood & Palmer Inc. 0.00% No change 121 $30K
First Horizon Advisors, Inc. 0.00% Add +0.8% 120 $30K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 117 $29K
Scarborough Advisors, LLC 0.01% New 117 $29K
Tortoise Investment Management, LLC 0.00% Reduce -87.1% 117 $29K
Monetary Management Group Inc. 0.01% No change 115 $29K
Security National Bank 0.00% No change 114 $28K
Twin Peaks Wealth Advisors, LLC 0.01% New 115 $28K
MPWM Advisory Solutions, LLC 0.02% Reduce -53.7% 113 $28K
Oxford Financial Group, LTD. LLC 0.00% No change 106 $26K
Hantz Financial Services, Inc. 0.00% Add +8.3% 104 $26K
Rialto Wealth Management, LLC 0.01% No change 103 $26K
Smithfield Trust Co 0.00% No change 100 $25K
Mb, Levis & Associates, LLC 0.01% No change 100 $25K
Lavaca Capital LLC 0.01% No change 100 $25K
Integrity Financial Corp 0.01% No change 99 $25K
BankPlus Trust Department 0.01% No change 91 $23K
Tanglewood Legacy Advisors, LLC 0.01% New 83 $21K
Bfsg, LLC 0.00% No change 80 $20K
Proathlete Wealth Management LLC 0.01% New 78 $19K
Legacies Wealth LLC 0.01% No change 75 $19K
Tradewinds Capital Management, LLC 0.00% No change 75 $19K
Tower View Wealth Management LLC 0.01% No change 75 $19K
Boyd Watterson Asset Management LLC 0.01% No change 73 $18K
ORG Partners LLC 0.00% Reduce -67.1% 72 $18K
Traub Capital Management LLC 0.02% — 70 $17K
United Community Bank 0.01% No change 66 $16K
Country Trust Bank 0.00% No change 64 $16K
Main Street Group, LTD 0.01% Reduce -56.3% 62 $15K
Sound Income Strategies, LLC 0.00% Reduce -63.9% 61 $15K
Ameriflex Group, Inc. 0.01% Add +13.0% 61 $15K
Your Advocates Ltd., LLP 0.01% Add +20.0% 60 $15K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 60 $15K
SIMA Wealth Partners, LLC 0.01% No change 59 $15K
Private Wealth Management Group, LLC 0.00% No change 59 $15K
CNB Bank 0.01% Add +100.0% 56 $14K
Barclays PLC 0.00% No change 55 $14K
SYM FINANCIAL Corp 0.00% Add +1.9% 54 $13K
Elevate Wealth Advisory, Inc. 0.01% No change 53 $13K
Horizons Wealth Management 0.01% No change 50 $12K
Marshall & Sterling Wealth Advisors Inc. 0.01% Reduce -89.8% 50 $12K
Future Financial Wealth Managment LLC 0.01% No change 46 $12K
Aventura Private Wealth, LLC 0.00% No change 46 $11K
Anfield Capital Management, LLC 0.00% Add +181.3% 45 $11K
Peachtree Investment Partners, LLC 0.00% No change 41 $10K
NFSG Corp 0.00% No change 40 $10K
Wealth Preservation Advisors, LLC 0.01% No change 40 $10K
Howe & Rusling Inc. 0.00% No change 40 $10K
Bay Harbor Wealth Management, LLC 0.00% No change 39 $10K
Vermillion & White Wealth Management Group, LLC 0.01% No change 38 $9K
Cherry Tree Wealth Management, LLC 0.00% No change 36 $9K
Arcadia Investment Management Corp. 0.00% No change 35 $9K
Frazier Financial Advisors, LLC 0.01% Reduce -2.9% 33 $8K
YANKCOM Partnership 0.00% No change 30 $7K
Barrett & Company, Inc. 0.00% No change 29 $7K
Ridgewood Investments LLC 0.00% No change 27 $7K
DiNuzzo Private Wealth, Inc. 0.00% No change 26 $6K
Accordant Advisory Group Inc 0.00% No change 25 $6K
Winnacle Wealth LLC 0.00% New 25 $6K
SJS Investment Consulting Inc. 0.00% No change 25 $6K
Crews Bank & Trust 0.00% No change 25 $6K
Wood Tarver Financial Group, LLC 0.00% No change 25 $6K
Dogwood Wealth Management LLC 0.00% New 24 $6K
Versant Capital Management, Inc 0.00% No change 24 $6K
Silicon Valley Capital Partners 0.00% No change 21 $5K
Global Trust Asset Management, LLC 0.00% No change 19 $5K
Coston, McIsaac & Partners 0.00% No change 24 $5K
Rakuten Securities, Inc. 0.00% Add +17.6% 20 $5K
Nemes Rush Group LLC 0.00% No change 20 $5K
GeoWealth Management, LLC 0.00% Add +11.8% 19 $5K
Gen-Wealth Partners Inc 0.00% No change 18 $4K
Northwest Capital Management Inc 0.00% No change 16 $4K
Blume Capital Management, Inc. 0.00% New 14 $3K
Strengthening Families & Communities, LLC 0.00% No change 12 $3K
Quaker Wealth Management, LLC 0.00% — 12 $3K
JNBA Financial Advisors 0.00% New 11 $3K
Red Tortoise LLC 0.00% No change 10 $3K
Keystone Global Partners, LLC 0.00% New 10 $2K
Bellwether Advisors, LLC 0.00% New 8 $2K
Covestor Ltd 0.00% Add +0.0% 2 $1K
Avion Wealth 0.00% No change 5 $1K
FSA Wealth Management LLC 0.00% No change 4 $993
Register Financial Advisors LLC 0.00% New 4 $993
Evelyn Partners Investment Management LLP 0.00% No change 3 $745
Signature Resources Capital Management, LLC 0.00% No change 2 $497

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