Vanguard Health Care ETFVHTETF

13F holders, Q3 2025 (September 30)
1,013holders −5
68new positions
59sold out
4famous investors
$259.46avg. 13F price*

At the end of Q3 2025, 1,013 institutions reported holding Vanguard Health Care ETF (VHT) in their 13F filings, down 5 from Q2 2025. 68 opened new positions and 59 sold out. The largest holders were Bank of America Corp. ($424.7M), Morgan Stanley ($382.8M) and PGIM Custom Harvest LLC ($343.5M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions68$56.0M
Exits59$48.1M

All 13F filers, Q2 2025 → Q3 2025: 1,158,671 shares bought and 1,935,066 shares sold, net −776,395 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,013 holders

Bank of America Corp. 0.03% Reduce -14.8% 1,635,964 $424.7M
Morgan Stanley 0.02% Add +0.8% 1,474,703 $382.8M
PGIM Custom Harvest LLC 5.17% Reduce -1.7% 1,323,058 $343.5M
UBS Group AG 0.07% Add +8.8% 1,305,197 $338.8M
Wells Fargo & Company 0.04% Reduce -10.8% 815,722 $211.8M
Harel Insurance Investments & Financial Services Ltd. 1.77% No change 759,085 $197.1M
LPL Financial LLC 0.06% Add +0.4% 754,771 $195.9M
Everett Harris & Co. 2.35% Reduce -1.0% 730,873 $189.7M
Royal Bank of Canada 0.02% Reduce -15.2% 418,900 $108.7M
Raymond James Financial Inc. 0.03% Reduce -2.6% 407,918 $105.9M
Envestnet Asset Management Inc. 0.03% Reduce -1.3% 387,163 $100.5M
Cetera Investment Advisers 0.11% Add +19.3% 359,638 $93.4M
Ameriprise Financial Inc. 0.02% Reduce -9.2% 346,514 $90.7M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -10.9% 316,099 $82.1M
Beacon Capital Management, Inc. 3.90% Reduce -12.7% 314,405 $81.6M
Osaic Holdings, Inc. 0.10% Add +69.2% 272,175 $70.1M
JPMorgan Chase & Co. 0.00% Reduce -9.9% 226,139 $58.7M
Commonwealth Equity Services, LLC 0.07% Reduce -7.4% 214,422 $55.7M
Stifel Financial Corp. 0.05% Reduce -2.2% 210,391 $54.6M
Janney Montgomery Scott LLC 0.12% Reduce -23.0% 191,548 $49.7M
Steward Partners Investment Advisory, LLC 0.28% Add +727.4% 187,080 $48.6M
Cambridge Investment Research Advisors, Inc. 0.13% Add +2.3% 177,367 $46.0M
Invictus Private Wealth, LLC 2.70% Reduce -4.2% 166,265 $43.2M
MAI Capital Management 0.27% Add +1.0% 166,144 $43.1M
Allied Investment Advisors, LLC 6.76% Add +5.6% 163,525 $42.5M
PNC Financial Services Group, Inc. 0.02% Reduce -5.0% 154,705 $40.2M
Armstrong Advisory Group, Inc. 2.33% Reduce -0.7% 127,274 $33.0M
BNP Paribas Financial Markets 0.03% Add +399.9% 125,400 $32.6M
Mercer Global Advisors Inc. 0.05% Add +379.4% 121,579 $31.5M
MML Investors Services, LLC 0.08% Reduce -2.4% 116,842 $30.3M
Agf Management Ltd. 0.13% Reduce -3.8% 112,497 $29.2M
Lido Advisors, LLC 0.12% New 110,074 $28.6M
M&T Bank Corp 0.09% Reduce -12.3% 97,977 $25.4M
Peapack Gladstone Financial Corp. 0.33% Add +1.2% 97,343 $25.3M
Rockefeller Capital Management L.P. 0.05% Reduce -32.5% 96,602 $25.1M
Truist Financial Corp. 0.03% Reduce -4.2% 95,138 $24.7M
First Manhattan Co. Llc. 0.06% Reduce -4.3% 88,019 $22.8M
Capital Advantage, Inc. 3.35% Reduce -0.7% 85,935 $22.3M
Captrust Financial Advisors 0.04% Reduce -9.0% 81,337 $21.1M
Creative Planning 0.02% Add +4.3% 80,169 $20.8M
Wheelhouse Advisory Group LLC 8.81% Add +8.8% 78,751 $20.4M
Mariner, LLC 0.03% Reduce -1.7% 75,678 $19.6M
Trust Co. of Vermont 0.82% Add +18.6% 72,979 $18.9M
Stratos Wealth Partners, LTD. 0.22% Reduce -4.3% 70,824 $18.4M
Marotta Asset Management 3.45% Add +2.7% 68,777 $18.3M
Full Sail Capital, LLC 0.91% Add +0.7% 63,910 $16.6M
Chai Trust Co. LLC 1.09% Add +0.4% 63,474 $16.5M
Focus Partners Wealth 0.03% Reduce -3.8% 63,147 $16.4M
Cerity Partners LLC 0.03% Reduce -26.6% 62,736 $16.3M
WBH Advisory Inc. 1.24% Reduce -3.9% 62,633 $16.3M
Main Management LLC 1.19% Reduce -2.7% 62,503 $16.2M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -4.3% 57,283 $15.4M
Jones Financial Companies LLLP 0.01% Add +6.3% 58,895 $14.9M
Goldman Sachs Group Inc. 0.00% Reduce -1.1% 57,179 $14.8M
HighTower Advisors, LLC 0.02% Reduce -4.4% 56,874 $14.8M
KCM Investment Advisors LLC 0.47% Reduce -47.1% 55,804 $14.5M
Lakeshore Financial Planning, Inc. 5.29% Add +2.3% 54,909 $14.3M
Principal Securities, Inc. 0.22% Add +9.1% 52,467 $13.6M
Morningstar Investment Management LLC 0.49% Reduce -87.3% 51,479 $13.4M
Cedar Mountain Advisors, LLC 2.56% Add +2.3% 50,648 $13.1M
Integrated Wealth Concepts LLC 0.12% Add +6.2% 49,736 $12.9M
Baird Financial Group, Inc. 0.02% Reduce -0.8% 44,961 $11.7M
Bank of Montreal 0.00% Add +68.3% 42,921 $11.1M
MassMutual Private Wealth & Trust, FSB 0.28% Add +2.2% 42,851 $11.1M
Private Advisor Group, LLC 0.05% Reduce -3.0% 42,054 $10.9M
Adaptive Financial Consulting, LLC 4.32% Add +4.1% 41,603 $10.8M
FMR LLC 0.00% Reduce -0.1% 41,483 $10.8M
Johnson Investment Counsel Inc. 0.09% Reduce -3.7% 40,689 $10.6M
Titleist Asset Management, LLC 0.90% Add +5.7% 39,644 $10.3M
Ballast, Inc. 2.46% Add +3.7% 38,885 $10.1M
Kestra Advisory Services, LLC 0.04% Reduce -0.3% 37,863 $9.8M
New England Private Wealth Advisors LLC 1.29% Reduce -1.2% 37,590 $9.8M
Focus Financial Network, Inc. 0.33% Add +37.0% 35,709 $9.3M
Atlas Legacy Advisors, LLC 1.77% Reduce -3.9% 35,378 $9.2M
Evergreen Capital Management LLC 0.21% Add +46.7% 33,980 $8.8M
Waverly Advisors, LLC 0.09% Reduce -12.2% 33,429 $8.7M
SP Asset Management LLC 0.67% Add +3.6% 32,546 $8.4M
Dakota Wealth Management 0.17% Reduce -11.5% 31,895 $8.3M
LM Advisors LLC 1.19% Reduce -4.1% 31,704 $8.2M
Consolidated Portfolio Review Corp 1.00% Reduce -4.9% 30,666 $7.9M
TrueWealth Financial Partners 4.05% Add +95.2% 30,570 $7.9M
Summit Financial, LLC 0.12% Add +3.3% 30,474 $7.9M
Trust Co. of Oklahoma 2.33% Add +0.7% 30,287 $7.9M
Paragon Financial Partners, Inc. 4.81% Reduce -0.4% 29,372 $7.6M
DMKC Advisory Services, LLC 3.73% Add +10.1% 28,320 $7.4M
Financial Management Network Inc. 1.21% Reduce -6.6% 27,373 $7.3M
AlphaCore Capital LLC 0.24% Add +5.5% 27,963 $7.3M
Calton & Associates, Inc. 1.08% Add +31.6% 27,668 $7.2M
Bleakley Financial Group, LLC 0.16% Reduce -0.4% 27,101 $7.0M
Corient Private Wealth LP 0.01% Reduce -39.1% 26,581 $6.9M
Federation des caisses Desjardins du Quebec 0.03% Reduce -21.2% 26,248 $6.8M
White Lighthouse Investment Management Inc. 1.03% Reduce -6.5% 26,017 $6.8M
Founders Grove Wealth Partners, LLC 1.57% Add +0.3% 25,760 $6.7M
CVA Family Office, LLC 0.85% Reduce -6.3% 25,455 $6.6M
Sharper & Granite LLC 2.36% Reduce -5.2% 25,401 $6.6M
Safeguard Investment Advisory Group, LLC 1.62% Reduce -6.3% 25,217 $6.5M
D.A. Davidson & Co. 0.04% Add +4.5% 25,113 $6.5M
J.W. Cole Advisors, Inc. 0.12% Reduce -6.3% 24,706 $6.4M
Comerica Bank 0.02% Reduce -3.7% 24,564 $6.4M
Summit Wealth Group, LLC 1.54% Reduce -2.5% 24,499 $6.4M
Bailard, Inc. 0.14% Reduce -12.4% 24,321 $6.3M
Royal Fund Management, LLC 0.74% Reduce -16.1% 23,481 $6.1M
Apollon Financial, LLC 1.02% Reduce -8.6% 23,518 $6.1M
Madden Advisory Services, Inc. 2.50% Add +0.5% 22,887 $5.9M
Allworth Financial LP 0.03% Reduce -1.4% 22,652 $5.9M
Orion Porfolio Solutions, LLC 0.05% Reduce -1.3% 22,392 $5.8M
Cornerstone Advisory, LLC 0.57% Reduce -13.6% 22,303 $5.8M
Northern Trust Corp. 0.00% Reduce -8.6% 21,973 $5.7M
David Kennon Inc 2.05% Add +0.1% 21,952 $5.7M
Chokshi & Queen Wealth Advisors, Inc 2.98% Reduce -6.5% 21,654 $5.6M
Scotia Capital Inc. 0.02% Add +3.0% 21,495 $5.6M
Fifth Third Bancorp 0.02% Reduce -5.8% 20,937 $5.4M
Citigroup Inc. 0.00% Reduce -17.3% 20,488 $5.3M
BTG Pactual Asset Management US LLC 0.63% Add +6.5% 21,361 $5.3M
Sage Rhino Capital LLC 1.02% Add +0.7% 20,242 $5.3M
GTS Securities LLC 0.20% Add +793.7% 20,127 $5.2M
Trinity Legacy Partners, LLC 1.20% Add +0.2% 19,221 $5.2M
Brown Advisory Inc. 0.01% Reduce -6.9% 19,791 $5.1M
Destination Wealth Management 0.14% Add +5.3% 19,512 $5.1M
Clearstead Advisors, LLC 0.07% Reduce -0.1% 19,468 $5.1M
WESCAP Management Group, Inc. 1.05% Reduce -1.3% 19,298 $5.0M
Equitable Holdings, Inc. 0.04% Add +0.6% 19,067 $4.9M
Hikari Tsushin, Inc. 0.33% No change 19,016 $4.9M
Jmac Enterprises LLC 0.97% Add +1.0% 18,986 $4.9M
First PREMIER Bank 1.11% Reduce -1.9% 18,820 $4.9M
Curran Financial Partners, LLC 0.96% Add +846.8% 18,774 $4.9M
Robertson Stephens Wealth Management, LLC 0.15% Reduce -4.8% 18,686 $4.9M
Harbour Investments, Inc. 0.11% Add +1.1% 18,502 $4.8M
Obsidian Personal Planning Solutions LLC 1.67% Add +3.0% 17,744 $4.8M
Susquehanna International Group, LLP 0.01% Reduce -48.3% 18,090 $4.7M
Ami Investment Management Inc. 1.09% Reduce -39.4% 18,031 $4.7M
Sequoia Financial Advisors, LLC 0.03% Reduce -6.7% 17,744 $4.6M
Circle Wealth Management, LLC 0.09% No change 17,643 $4.6M
IFP Advisors, Inc 0.12% Reduce -3.3% 17,490 $4.5M
Merit Financial Group, LLC 0.04% Reduce -8.9% 16,861 $4.4M
CreativeOne Wealth, LLC 0.11% Add +28.9% 16,661 $4.3M
Anchor Investment Management, LLC 0.36% Add +4.0% 16,533 $4.3M
Quantinno Capital Management LP 0.01% Add +21.9% 16,519 $4.3M
Onyx Bridge Wealth Group LLC 0.46% Reduce -20.3% 16,452 $4.3M
Concurrent Investment Advisors, LLC 0.07% Reduce -6.0% 16,414 $4.3M
Webster Bank, N. A. 0.40% Reduce -11.0% 16,004 $4.2M
Gibraltar Capital Management, Inc. 0.74% No change 15,915 $4.1M
HB Wealth Management, LLC 0.03% Add +103.4% 15,574 $4.0M
Park National Corp. 0.12% Reduce -12.0% 14,970 $3.9M
National Bank of Canada 0.00% Reduce -7.0% 14,925 $3.9M
Baron Financial Group, LLC 2.11% Reduce -1.4% 14,856 $3.9M
Tiaa Trust, National Association 0.01% Reduce -7.0% 14,773 $3.8M
Paradigm Capital Management, LLC 3.76% Reduce -0.3% 14,424 $3.7M
SBI Securities Co., Ltd. 0.10% Reduce -5.4% 14,399 $3.7M
Sound View Wealth Advisors Group, LLC 0.26% Reduce -5.0% 14,335 $3.7M
Praetorian Wealth Management, Inc. 0.75% Add +0.3% 14,032 $3.7M
Richmond Brothers, Inc. 2.27% Reduce -1.1% 13,833 $3.6M
NewEdge Advisors, LLC 0.02% Add +7.4% 13,543 $3.5M
GWN Securities Inc. 0.80% Reduce -43.9% 13,270 $3.5M
Wealthfront Advisers LLC 0.01% Add +9.0% 13,312 $3.5M
Penobscot Wealth Management 1.09% Add +4.5% 13,102 $3.4M
Washington Growth Strategies LLC 2.41% Reduce -0.6% 13,043 $3.4M
Sigma Planning Corp 0.10% Add +57.5% 12,879 $3.3M
Assetmark, Inc. 0.01% Reduce -3.6% 12,669 $3.3M
Altura Wealth Advisors Inc. 1.54% Add +31.8% 12,421 $3.2M
O'shaughnessy Asset Management, LLC 0.02% Add +1.0% 12,421 $3.2M
Creative Financial Designs Inc. 0.22% Add +9.8% 12,414 $3.2M
Axiom Financial Strategies, LLC 1.39% Reduce -43.2% 12,413 $3.2M
Advisors Capital Management, LLC 0.04% Reduce -0.4% 12,407 $3.2M
TD Waterhouse Canada Inc. 0.02% Reduce -2.1% 12,041 $3.2M
Blair William & Co. 0.01% Reduce -24.3% 12,348 $3.2M
Adams Wealth Management 0.69% Reduce -28.8% 12,314 $3.2M
CacheTech Inc. 0.64% Reduce -28.8% 12,314 $3.2M
IHT Wealth Management, LLC 0.08% Add +1.8% 12,067 $3.2M
Fischer Financial Services, Inc. 0.86% Reduce -1.9% 12,250 $3.2M
Mirae Asset Global Investments Co., Ltd. 0.01% New 12,110 $3.1M
One Day In July LLC 0.26% Add +12.2% 11,973 $3.1M
Cora Capital Advisors LLC 1.31% Reduce -1.7% 11,894 $3.1M
Baker Ellis Asset Management LLC 0.38% No change 11,817 $3.1M
Westside Investment Management, Inc. 0.49% Reduce -0.4% 11,715 $3.0M
US Bancorp \de 0.00% Reduce -12.7% 11,365 $3.0M
Atria Investments, Inc 0.03% Reduce -12.9% 11,235 $2.9M
Gladstone Institutional Advisory LLC 0.11% Reduce -0.7% 11,048 $2.9M
Bank of Nova Scotia 0.01% Add +11.4% 10,947 $2.8M
Raab & Moskowitz Asset Management LLC 0.63% Reduce -2.1% 10,870 $2.8M
Joule Financial, LLC 0.84% Add +3.1% 10,856 $2.8M
Genesis Private Wealth, LLC 1.17% Add +0.6% 10,712 $2.8M
First Financial Corp. 1.04% Add +0.6% 10,263 $2.7M
AQR Capital Management 0.00% Add +14.5% 10,191 $2.6M
Beacon Pointe Advisors, LLC 0.02% Add +15.0% 10,036 $2.6M
Capital Analysts, LLC 0.08% Reduce -1.8% 10,028 $2.6M
Choate Investment Advisors 0.05% No change 10,018 $2.6M
Ameritas Advisory Services, LLC 0.17% Reduce -62.5% 9,990 $2.6M
Altfest L J & Co. Inc. 0.29% Reduce -83.2% 9,904 $2.6M
Valmark Advisers, Inc. 0.03% Reduce -1.4% 9,876 $2.6M
CIBC Private Wealth Group LLC 0.00% Reduce -2.2% 9,822 $2.5M
Apollon Wealth Management, LLC 0.05% Reduce -5.8% 9,772 $2.5M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -14.1% 9,629 $2.5M
Hikari Power Ltd 0.20% Add +3.2% 9,580 $2.5M
Keebeck Wealth Management 0.29% Reduce -2.5% 9,550 $2.5M
Exchange Traded Concepts, LLC 0.02% Add +0.9% 9,506 $2.5M
O'ROURKE & COMPANY, Inc 1.02% Reduce -0.4% 9,448 $2.5M
Brookstone Capital Management 0.03% Reduce -19.4% 9,443 $2.5M
Hilltop Holdings Inc. 0.13% Reduce -0.1% 9,367 $2.4M
NorthCrest Asset Manangement, LLC 0.06% Reduce -1.3% 9,015 $2.4M
Stonehage Fleming Financial Services Holdings Ltd 0.07% Reduce -2.3% 9,311 $2.4M
Financial Freedom, LLC 1.19% Reduce -6.8% 9,234 $2.4M
Cassaday & Co Wealth Management LLC 0.05% Add +0.0% 9,048 $2.3M
Cresset Asset Management, LLC 0.01% Add +0.0% 9,043 $2.3M
Bokf, NA 0.04% Reduce -4.6% 8,991 $2.3M
OneDigital Investment Advisors LLC 0.02% Reduce -2.2% 8,909 $2.3M
SOL Capital Management CO 0.21% Reduce -18.9% 8,840 $2.3M
Cornerstone Wealth Management, LLC 0.13% Add +10.9% 8,813 $2.3M
Oppenheimer & Co. Inc. 0.03% Add +2.4% 8,806 $2.3M
U.S. Capital Wealth Advisors, LLC 0.06% Add +13.1% 8,661 $2.2M
Wall Street Financial Group, Inc. 1.64% Reduce -32.2% 8,607 $2.2M
Farther Finance Advisors, LLC 0.03% Add +0.8% 8,524 $2.2M
Evoke Wealth, LLC 0.05% No change 8,435 $2.2M
North Star Investment Management Corp. 0.14% Reduce -2.9% 8,399 $2.2M
Autumn Glory Partners, LLC 0.89% No change 8,375 $2.2M
Cozad Asset Management Inc. 0.17% Reduce -7.8% 8,333 $2.2M
NORTHSTAR ASSET MANAGEMENT Co 0.46% Reduce -0.3% 8,225 $2.1M
Sovran Advisors, LLC 0.19% New 7,900 $2.1M
NCM Capital Management, LLC 0.82% Reduce -1.8% 8,131 $2.1M
TruWealth Advisors, LLC 0.11% Reduce -10.7% 8,128 $2.1M
Wealthcare Advisory Partners LLC 0.04% Reduce -53.4% 7,799 $2.0M
Lebenthal Global Advisors, LLC 0.35% Add +149.8% 7,695 $2.0M
Institute for Wealth Management, LLC. 0.20% Add +150.9% 7,433 $1.9M
NewEdge Wealth, LLC 0.03% Add +44.4% 7,011 $1.9M
Eagle Strategies LLC 0.26% Add +8.0% 7,350 $1.9M
HRT Financial LP 0.01% Add +61.5% 7,328 $1.9M
MontVue Capital Management, Inc. 1.27% No change 7,296 $1.9M
City State Bank 0.55% Reduce -0.8% 7,284 $1.9M
Parallel Advisors, LLC 0.03% Reduce -0.7% 7,281 $1.9M
Principle Wealth Partners LLC 0.11% Reduce -0.3% 7,047 $1.8M
Silverlake Wealth Management LLC 0.45% Reduce -18.4% 7,011 $1.8M
Advisory Services Network, LLC 0.03% Reduce -2.7% 7,009 $1.8M
Cathy Pareto & Associates, Inc. 1.36% Reduce -2.1% 6,939 $1.8M
WNY Asset Management, LLC 0.17% Add +23.7% 6,904 $1.8M
Old Mission Capital LLC 0.06% New 6,885 $1.8M
AIMZ Investment Advisors, LLC 0.56% Add +32.2% 6,863 $1.8M
Wealthspire Retirement, LLC 0.11% Reduce -44.3% 6,772 $1.8M
Rossby Financial, LCC 0.58% Add +0.5% 6,538 $1.7M
Petix & Botte Co 0.40% Reduce -9.8% 6,704 $1.7M
NWF Advisory Services Inc. 0.19% Reduce -2.0% 6,700 $1.7M
Glenmede Investment Management, LP 0.01% Reduce -20.1% 6,698 $1.7M
Aprio Wealth Management, LLC 0.17% Reduce -0.7% 6,690 $1.7M
Snowden Capital Advisors LLC 0.05% Reduce -5.3% 6,652 $1.7M
Financial Futures Ltd Liability Co. 0.84% Reduce -7.8% 6,641 $1.7M
Independent Financial Group, LLC 0.04% Add +17.5% 6,553 $1.7M
&partners 0.01% Reduce -11.4% 6,526 $1.7M
Novak & Powell Financial Services, Inc. 0.88% Add +84.7% 6,435 $1.7M
Avantax Planning Partners, Inc. 0.05% Add +163.5% 6,380 $1.7M
Pinnacle Financial Group, LLC / IL 0.50% Add +99.5% 6,351 $1.6M
Rooted Wealth Advisors, Inc. 0.50% Add +9.4% 6,105 $1.6M
Eisler Capital Management Ltd. 0.04% New 6,320 $1.6M
RDA Financial Network 0.40% Reduce -0.5% 6,288 $1.6M
Prime Capital Investment Advisors, LLC 0.02% Reduce -6.3% 6,271 $1.6M
Debussy Capital Management LP 0.23% Add +6.0% 6,271 $1.6M
Rwa Wealth Partners, LLC 0.02% Reduce -1.6% 6,229 $1.6M
Essex Financial Services, Inc. 0.10% Reduce -2.3% 6,187 $1.6M
Harbor Asset Planning, Inc. 1.44% Reduce -5.7% 6,185 $1.6M
Compass Ion Advisors, LLC 0.15% Add +2.3% 6,142 $1.6M
North Forty Two & Co. 1.56% Add +0.4% 6,138 $1.6M
Sanctuary Advisors, LLC 0.01% Add +12.2% 6,099 $1.6M
DAVENPORT & Co LLC 0.01% Add +8.3% 6,090 $1.6M
BlackRock, Inc. 0.00% Add +31.2% 6,080 $1.6M
Ensign Peak Advisors, Inc 0.00% New 6,049 $1.6M
Advantage Trust Co 0.71% No change 6,035 $1.6M
Northstar Group, Inc. 0.24% Reduce -0.1% 6,024 $1.6M
Ausdal Financial Partners, Inc. 0.07% Add +5.7% 5,889 $1.5M
Financial Advisory Partners, LLC 0.44% No change 5,830 $1.5M
Brighton Jones LLC 0.04% Reduce -1.8% 5,819 $1.5M
Accel Wealth Management 0.44% Reduce -27.1% 5,810 $1.5M
Goepper Burkhardt LLC 0.51% Reduce -54.6% 5,751 $1.5M
Blackston Financial Advisory Group, LLC 0.89% Reduce -3.6% 5,748 $1.5M
Krilogy Financial LLC 0.06% New 5,482 $1.5M
Parsons Capital Management Inc. 0.08% Add +5.8% 5,735 $1.5M
High Net Worth Advisory Group LLC 0.36% Reduce -8.0% 5,729 $1.5M
Visionary Wealth Advisors 0.07% Reduce -50.2% 5,642 $1.5M
Dahring | Cusmano LLC 1.06% Add +5.4% 5,632 $1.5M
One Charles Private Wealth Services, LLC 0.38% Add +2.0% 5,628 $1.5M
Howard Wealth Management, LLC 0.67% Reduce -0.1% 5,626 $1.5M
First Trust Advisors LP 0.00% Reduce -21.7% 5,606 $1.5M
Bank Hapoalim BM 0.19% Reduce -26.3% 5,537 $1.4M
Fifth Third Securities, Inc. 0.10% Reduce -4.3% 5,535 $1.4M
Stapp Wealth Management, PLLC 1.93% New 5,525 $1.4M
Financial Engines Advisors L.L.C. 0.00% Add +2.8% 5,516 $1.4M
Citizens Financial Group Inc. 0.02% Reduce -12.9% 5,507 $1.4M
Kingswood Wealth Advisors, LLC 0.09% Add +74.0% 5,495 $1.4M
Embree Financial Group 0.19% Reduce -7.2% 5,464 $1.4M
Williams Jones Wealth Management, LLC. 0.02% Reduce -0.6% 5,450 $1.4M
Arkadios Wealth Advisors 0.03% Add +6.8% 5,415 $1.4M
Capital Management Associates, Inc 0.38% Add +0.7% 5,409 $1.4M
Renaissance Technologies 0.00% Reduce -47.6% 5,400 $1.4M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -0.1% 5,370 $1.4M
Perigon Wealth Management, LLC 0.03% Reduce -1.0% 5,357 $1.4M
NorthCoast Asset Management LLC 0.01% Add +7.5% 5,352 $1.4M
Focus Partners Advisor Solutions, LLC 0.02% Add +27.2% 5,097 $1.4M
Bragg Financial Advisors, Inc 0.05% Reduce -2.0% 5,300 $1.4M
Smith Chas P & Associates Pa Cpas 0.12% No change 5,282 $1.4M
Live Oak Investment Partners 0.91% Add +20.4% 5,274 $1.4M
Salomon & Ludwin, LLC 0.12% Reduce -0.9% 5,064 $1.4M
SlateStone Wealth, LLC 0.12% Reduce -13.2% 5,249 $1.4M
Elm Partners Management LLC 0.07% Add +12.9% 5,217 $1.4M
Signature Estate & Investment Advisors LLC 0.03% Reduce -6.7% 5,182 $1.3M
PFG Investments, LLC 0.07% Add +21.7% 5,177 $1.3M
PFG Advisors 0.06% Reduce -3.4% 5,172 $1.3M
Stonebridge Financial Group, LLC 0.12% No change 5,170 $1.3M
Idaho Trust Co 0.45% Reduce -2.7% 5,113 $1.3M
Investor's Fiduciary Advisor Network, LLC 0.45% Add +1.6% 5,107 $1.3M
Sachetta, LLC 0.49% Reduce -2.4% 5,102 $1.3M
Mission Wealth Management, LP 0.03% Add +12.8% 5,077 $1.3M
Obsidian Cio, LLC 0.17% Add +70.7% 5,023 $1.3M
Meridian Wealth Advisors, LLC 0.18% Reduce -4.8% 4,998 $1.3M
Tranquilli Financial Advisor LLC 0.76% Reduce -26.1% 4,955 $1.3M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -21.1% 4,947 $1.3M
Abbot Financial Management, Inc. 0.55% Reduce -1.8% 4,947 $1.3M
Stephens Inc. 0.02% Reduce -1.1% 4,916 $1.3M
Hershey Financial Advisers, LLC 1.09% Add +2.4% 4,890 $1.3M
Whittier Trust Co. of Nevada Inc. 0.03% Add +0.2% 4,670 $1.3M
Sheets Smith Wealth Management 0.14% Reduce -1.0% 4,827 $1.3M
Solutions 4 Wealth, Ltd 1.94% Add +0.1% 4,821 $1.3M
Cardiff Park Advisors, LLC 0.10% Add +0.2% 4,817 $1.3M
Charter Oak Capital Management, LLC 0.10% Reduce -8.8% 4,800 $1.2M
Axxcess Wealth Management, LLC 0.03% Add +2.3% 4,768 $1.2M
Councilor Wealth, LLC 0.56% Add +0.1% 4,631 $1.2M
CX Institutional 0.04% Add +21.2% 4,604 $1.2M
Prospera Financial Services Inc 0.02% Add +4.5% 4,550 $1.2M
Neuberger Berman Group LLC 0.00% Add +0.4% 4,552 $1.2M
Wharton Business Group, LLC 0.05% Reduce -0.2% 4,549 $1.2M
Brown, Lisle/Cummings, Inc. 0.30% Reduce -8.9% 4,530 $1.2M
N.E.W. Advisory Services LLC 0.10% Reduce -1.6% 4,529 $1.2M
Nations Financial Group Inc, /Ia/ 0.07% Add +11.1% 4,429 $1.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% Add +6.4% 4,424 $1.1M
Liberty Wealth Management LLC 0.16% Reduce -8.6% 4,397 $1.1M
McIntyre Freedman & Flynn Investment Advisers Inc. 0.68% Reduce -0.5% 4,385 $1.1M
Retirement Planning Group, LLC 0.04% Add +18.1% 4,384 $1.1M
Philadelphia Trust Co. 0.08% No change 4,383 $1.1M
Dunhill Financial, LLC 0.38% Reduce -44.9% 4,372 $1.1M
Triangle Securities Wealth Management 0.25% Reduce -2.0% 4,331 $1.1M
Pinnacle Associates Ltd. 0.01% Add +1.4% 4,286 $1.1M
Vista Investment Management 0.39% Add +8.6% 4,286 $1.1M
Endeavor Private Wealth, Inc. 0.34% New 4,217 $1.1M
Bigelow Investment Advisors, LLC 0.44% Reduce -23.6% 4,204 $1.1M
Houlihan Financial Resource Group, Ltd. 0.96% Reduce -33.1% 4,204 $1.1M
Wealthspire Advisors, LLC 0.01% Reduce -1.8% 4,182 $1.1M
Eclectic Associates Inc. 0.20% Reduce -1.1% 4,181 $1.1M
Ingalls & Snyder LLC 0.04% Reduce -8.1% 4,178 $1.1M
Focused Wealth Management, Inc 0.12% Reduce -3.0% 4,156 $1.1M
RBA Wealth Management, LLC 0.37% Reduce -0.1% 4,151 $1.1M
Redhawk Wealth Advisors, Inc. 0.12% Reduce -1.2% 4,098 $1.1M
Elite Financial, Inc. 0.49% Add +4.7% 3,870 $1.1M
Whittier Trust Co. 0.01% Reduce -32.8% 3,929 $1.1M
Qube Research & Technologies Ltd 0.00% Reduce -75.8% 4,045 $1.1M
Kassira Wealth Management LLC 1.01% — 4,022 $1.0M
Commerce Bank 0.01% Reduce -10.8% 4,003 $1.0M
Modera Wealth Management, LLC 0.01% Reduce -1.3% 3,994 $1.0M
D. E. Shaw & Co. 0.00% New 3,970 $1.0M
FRG Family Wealth Advisors LLC 0.17% Reduce -46.0% 3,948 $1.0M
Sumitomo Mitsui Financial Group, Inc. 0.02% Reduce -9.4% 3,930 $1.0M
Mgo One Seven LLC 0.02% Reduce -38.7% 3,915 $1.0M
Dynamic Advisor Solutions LLC 0.03% Reduce -1.9% 3,881 $1.0M
Summit Trail Advisors, LLC 0.01% Reduce -2.0% 3,881 $1.0M
Rathbones Group PLC 0.00% No change 3,843 $998K
Goldstein Advisors, LLC 0.12% Reduce -8.2% 3,828 $994K
Bluesphere Advisors LLC 0.46% Reduce -58.7% 3,827 $993K
Valeo Financial Advisors, LLC 0.02% Add +0.1% 3,777 $981K
Jane Street Group, LLC 0.00% New 3,773 $979K
Wealthspan Partners, LLC 0.38% Reduce -1.5% 3,768 $978K
Willow Creek Wealth Management Inc. 0.08% Add +140.6% 3,739 $971K
BCS Wealth Management 0.22% No change 3,737 $970K
Integral Investment Advisors, Inc. 0.26% Add +4.4% 3,736 $970K
Inscription Capital, LLC 0.10% No change 3,733 $969K
Christensen, King & Associates Investment Services, Inc. 0.42% Reduce -0.3% 3,732 $969K
Ieq Capital, LLC 0.00% Add +43.7% 3,725 $967K
Centaurus Financial, Inc. 0.05% Reduce -7.3% 3,705 $962K
Bellevue Asset Management, LLC 0.44% Reduce -2.6% 3,700 $961K
BigSur Wealth Management LLC 0.24% No change 3,700 $961K
Empowered Funds, LLC 0.01% New 3,616 $939K
Hennion & Walsh Asset Management, Inc. 0.03% Add +21.2% 3,607 $936K
CCG Wealth Management, LLC 0.44% Add +7.7% 3,605 $936K
Flagstar Securities, Inc. 0.28% Reduce -0.5% 3,564 $925K
Jefferies Financial Group Inc. 0.01% Add +7.7% 3,544 $920K
Jaffetilchin Investment Partners, LLC 0.05% Reduce -0.7% 3,493 $907K
Ignite Planners, LLC 0.15% Add +0.1% 3,490 $906K
Gryphon Financial Partners LLC 0.10% Reduce -4.9% 3,473 $902K
Triton Financial Group Inc 0.60% Add +2.8% 3,429 $890K
Kennedy Investment Group, Inc. 0.35% Reduce -6.5% 3,429 $890K
Planning Directions Inc. 0.46% Reduce -14.5% 3,421 $888K
Savant Capital, LLC 0.01% Add +0.9% 3,415 $886K
Olistico Wealth, LLC 0.47% Reduce -26.2% 3,398 $882K
McGlone Suttner Wealth Management, Inc. 0.12% Reduce -0.5% 3,382 $878K
Strategic Investment Solutions, Inc. 0.23% Reduce -26.5% 3,352 $871K
Warner Financial, Inc. 0.32% Add +2.5% 3,352 $870K
Vanguard Group Inc. 0.00% Add +3.5% 3,346 $869K
Acorn Wealth Advisors, LLC 0.27% Reduce -51.7% 3,338 $867K
Financial Perspectives, Inc 0.24% Add +0.1% 3,316 $861K
Pacific Center for Financial Services 0.22% Reduce -2.3% 3,267 $848K
Retirement Planning Co of New England, Inc. 0.34% Reduce -0.3% 3,253 $845K
Synovus Financial Corp. 0.01% Add +16.1% 3,247 $845K
KDK Private Wealth Management, LLC 0.85% Reduce -2.6% 3,250 $843K
Pallas Capital Advisors LLC 0.03% Reduce -1.7% 3,237 $840K
Smith & Howard Wealth Management, LLC 0.19% No change 3,202 $831K
Accretive Wealth Partners, LLC 0.25% No change 3,182 $826K
Park Avenue Securities LLC 0.01% Reduce -1.3% 3,171 $823K
Werba Rubin Papier Wealth Management 0.13% Reduce -1.3% 3,170 $823K
CRA Financial Services, LLC 0.11% Reduce -12.8% 3,153 $818K
Long Island Wealth Management, Inc. 0.40% Add +0.0% 3,147 $817K
Holderness Investments Co. 0.16% Reduce -1.6% 3,109 $807K
Disciplined Investors, L.L.C. 0.57% Reduce -2.6% 3,107 $807K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -66.0% 3,102 $805K
Connecticut Wealth Management, LLC 0.04% Add +196.6% 3,079 $799K
First Wilshire Securities Management Inc. 0.21% No change 3,050 $792K
Grandfield & Dodd, LLC 0.04% No change 3,045 $790K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Reduce -1.7% 3,028 $786K
Sequent Planning LLC 0.22% Reduce -2.0% 3,023 $785K
Edmond DE Rothschild Holding S.A. 0.01% No change 3,000 $779K
LPWM LLC 0.21% Add +5.0% 2,985 $775K
Ranch Capital Advisors Inc. 0.30% No change 2,982 $774K
Cwm, LLC 0.00% Reduce -4.4% 2,979 $773K
Red Mountain Financial, LLC 0.78% Reduce -31.7% 2,976 $773K
Dentgroup LLC 0.50% Reduce -0.5% 2,968 $770K
Fiduciary Trust Co 0.01% Reduce -2.4% 2,925 $759K
Brandywine Oak Private Wealth LLC 0.07% Reduce -1.7% 2,902 $753K
World Investment Advisors 0.02% Reduce -0.7% 2,870 $745K
Wealth Management Resources, Inc. 0.24% Reduce -7.5% 2,854 $741K
Country Club Bank 0.04% No change 2,910 $739K
Conservest Capital Advisors, Inc. 0.07% Reduce -5.3% 2,834 $736K
Nicolet Bankshares Inc. 0.12% No change 2,832 $735K
Atala Financial Inc 0.46% No change 2,810 $729K
Athena Investment Management 0.38% Add +3.6% 2,790 $724K
Freestone Capital Holdings, LLC 0.02% Add +0.1% 2,779 $721K
Pathstone Holdings, LLC 0.00% Add +13.1% 2,777 $721K
Csenge Advisory Group 0.03% Add +93.7% 2,760 $716K
Belpointe Asset Management LLC 0.03% Reduce -6.0% 2,725 $707K
McGuire Investment Group, LLC 0.08% Reduce -0.7% 2,700 $701K
Charles Schwab Investment Management Inc. 0.00% Reduce -6.3% 2,700 $701K
Gradient Capital Advisors, LLC 0.19% Reduce -3.8% 2,688 $698K
JFS Wealth Advisors, LLC 0.04% Reduce -4.7% 2,678 $695K
Ashton Thomas Securities, LLC 0.10% Reduce -16.8% 2,653 $689K
Sovereign Financial Group, Inc. 0.13% Add +129.4% 2,638 $685K
IVC Wealth Advisors LLC 0.31% Add +4.0% 2,632 $683K
Leavell Investment Management, Inc. 0.03% Reduce -18.6% 2,612 $678K
Two Sigma Securities, LLC 0.10% Reduce -70.4% 2,605 $676K
Composition Wealth, LLC 0.01% Add +127.7% 2,584 $671K
Joseph P. Lucia & Associates, LLC 0.25% Reduce -17.3% 2,577 $669K
LFA - Lugano Financial Advisors SA 0.35% No change 2,550 $662K
Checchi Capital Advisers, LLC 0.05% Reduce -0.1% 2,529 $657K
BIP Wealth, LLC 0.03% No change 2,514 $653K
Manchester Capital Management LLC 0.09% Add +70.8% 2,506 $651K
Monograph Wealth Advisors, LLC 0.07% No change 2,500 $649K
Bare Financial Services, Inc 0.19% Add +16.7% 2,490 $646K
Certified Advisory Corp 0.06% Add +1.7% 2,463 $639K
Kelleher Financial Advisors 0.16% Reduce -1.4% 2,462 $639K
Simmons Bank 0.04% Reduce -0.4% 2,460 $639K
One Capital Management, LLC 0.02% New 2,453 $637K
HBK Sorce Advisory LLC 0.02% Reduce -10.3% 2,388 $636K
Wealth Alliance, LLC 0.07% Reduce -1.2% 2,436 $632K
Clear Point Advisors Inc. 0.49% Reduce -5.5% 2,435 $632K
Janus Henderson Group PLC 0.00% Reduce -38.2% 2,427 $630K
Westmount Partners, LLC 0.16% No change 2,352 $627K
LifeGoal Investments, LLC 0.52% Add +2.9% 2,414 $627K
Kestra Private Wealth Services, LLC 0.01% Reduce -21.8% 2,398 $623K
Graves Light Lenhart Wealth, Inc. 0.07% Add +0.4% 2,384 $619K
Mather Group, Llc. 0.01% Reduce -8.3% 2,384 $619K
Navis Wealth Advisors, LLC 0.46% Add +0.0% 2,370 $615K
Signal Advisors Wealth, LLC 0.06% Add +47.1% 2,368 $615K
Bright Financial Advisors, Inc. 0.30% No change 2,365 $614K
Fortis Advisors, LLC 0.35% Reduce -51.5% 2,357 $612K
HCR Wealth Advisors 0.06% Add +20.8% 2,274 $606K
XTX Topco Ltd 0.03% New 2,316 $601K
James Hambro & Partners LLP 0.02% Reduce -40.9% 2,315 $601K
Yoder Wealth Management, Inc. 0.28% Reduce -5.7% 2,314 $601K
Allegheny Financial Group 0.11% Add +8.2% 2,299 $597K
Moneta Group Investment Advisors LLC 0.00% Add +6.5% 2,293 $595K
Meridian Wealth Management, LLC 0.02% Reduce -12.4% 2,285 $593K
Farmers & Merchants Investments Inc. 0.02% No change 2,283 $593K
Benjamin Edwards Inc. 0.01% Reduce -0.6% 2,278 $591K
Welch & Forbes LLC 0.01% Reduce -3.4% 2,272 $590K
Essential Planning, LLC. 0.20% Reduce -2.2% 2,270 $589K
Thrivent Financial for Lutherans 0.00% Reduce -84.5% 2,257 $586K
Great Valley Advisor Group, Inc. 0.01% Reduce -4.3% 2,255 $585K
Global Retirement Partners, LLC 0.01% Reduce -17.8% 2,251 $584K
DHJJ Financial Advisors, Ltd. 0.20% No change 2,251 $584K
Koshinski Asset Management, Inc. 0.04% Reduce -1.4% 2,250 $584K
Pacific Sun Financial Corp 0.28% Reduce -1.3% 2,228 $578K
Meridian Investment Counsel Inc. 0.14% Reduce -1.6% 2,225 $578K
Wealth Management Associates, Inc. 0.20% Add +0.4% 2,219 $576K
CWA Asset Management Group, LLC 0.02% Reduce -6.3% 2,212 $574K
SeaCrest Wealth Management, LLC 0.06% Reduce -4.8% 2,127 $573K
Brown Miller Wealth Management, LLC 0.16% Reduce -6.7% 2,194 $570K
Main Street Financial Solutions, LLC 0.04% Add +8.5% 2,179 $566K
Bulwark Capital Corp 0.44% No change 2,169 $563K
Alta Wealth Advisors LLC 0.20% Reduce -9.2% 2,166 $562K
Flputnam Investment Management Co. 0.01% Add +0.9% 2,151 $558K
Dagco, Inc. 0.14% Add +0.1% 2,150 $558K
NorthRock Partners, LLC 0.01% Add +3.8% 2,145 $557K
LJI Wealth Management, LLC 0.10% Reduce -7.6% 2,143 $556K
Legacy Advisors, LLC 0.07% — 2,141 $556K
D'Orazio & Associates, Inc. 0.07% No change 2,140 $556K
American Money Management, LLC 0.09% No change 2,135 $554K
Cibc World Market Inc. 0.00% Add +1.3% 2,129 $553K
Mystic Asset Management, Inc. 0.12% Reduce -2.3% 2,128 $552K
American Trust 0.05% Reduce -8.2% 2,125 $552K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -0.9% 2,122 $551K
HF Advisory Group, LLC 0.20% Add +6.5% 2,104 $546K
Cubist Systematic Strategies, LLC 0.01% Reduce -83.0% 2,070 $537K
Edge Financial Advisors LLC 0.24% Reduce -2.1% 2,053 $533K
Values Added Financial LLC 0.23% No change 2,031 $527K
Finward Bancorp 0.39% Reduce -11.0% 2,002 $520K
Aspen Wealth Strategies, LLC 0.29% Add +7.4% 1,993 $517K
Smith Salley Wealth Management 0.03% No change 1,980 $514K
Analyst IMS Investment Management Services Ltd. 0.02% No change 1,980 $514K
PDS Planning, Inc 0.04% Add +36.9% 1,979 $514K
Creekside Partners 0.22% Add +0.3% 1,963 $510K
Roundview Capital LLC 0.03% No change 1,950 $506K
Winch Advisory Services, LLC 0.11% Add +0.5% 1,943 $504K
Eagle Harbor Asset Management Inc. 0.44% Reduce -12.6% 1,937 $503K
Resolute Wealth Strategies, LLC 0.23% Reduce -1.7% 1,919 $498K
SPC Financial, Inc. 0.04% Add +19.5% 1,912 $496K
Capital Investment Advisory Services, LLC 0.04% Reduce -11.9% 1,909 $496K
Spire Wealth Management 0.02% Reduce -40.4% 1,907 $495K
Beacon Financial Advisory LLC 0.11% Add +5.6% 1,898 $493K
Pine Valley Investments Ltd Liability Co 0.03% Add +12.3% 1,886 $490K
Avior Wealth Management, LLC 0.02% Add +3.9% 1,884 $489K
Mutual Advisors, LLC 0.01% Reduce -6.9% 1,778 $485K
Ayalon Insurance Comp Ltd. 0.12% No change 1,863 $484K
Zhang Financial LLC 0.02% Add +0.3% 1,863 $484K
Prostatis Group LLC 0.12% Add +0.3% 1,862 $483K
Rehmann Capital Advisory Group 0.03% No change 1,854 $481K
Modern Wealth Management, LLC 0.01% Reduce -9.8% 1,851 $480K
Maripau Wealth Management LLC 0.24% Add +34.8% 1,847 $479K
Collaborative Wealth Managment Inc. 0.19% No change 1,838 $477K
Hoxton Planning & Management, LLC 0.15% Reduce -8.6% 1,831 $475K
Davis R M Inc. 0.01% No change 1,825 $474K
Capital Advisors Inc. 0.01% Add +0.1% 1,824 $474K
Stableford Capital II LLC 0.17% Add +5.8% 1,821 $473K
Gsa Capital Partners LLP 0.04% New 1,820 $472K
LexAurum Advisors, LLC 0.07% Add +0.2% 1,816 $471K
FAS Wealth Partners, Inc. 0.03% Reduce -7.5% 1,813 $471K
Mainstream Capital Management LLC 0.31% Reduce -10.8% 1,804 $468K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -44.8% 1,800 $467K
Gateway Wealth Partners, LLC 0.06% Add +53.3% 1,798 $467K
Aviso Financial Inc. 0.02% Add +7.9% 1,767 $459K
Stratos Wealth Advisors, LLC 0.02% Add +11.9% 1,763 $458K
Daymark Wealth Partners, LLC 0.02% Reduce -40.1% 1,754 $455K
HHM Wealth Advisors, LLC 0.05% Add +1.0% 1,747 $454K
Founders Financial Securities LLC 0.03% Reduce -26.7% 1,747 $454K
Apexium Financial, LP 0.02% Add +0.1% 1,726 $448K
Mainsail Asset Management, LLC 0.19% No change 1,711 $444K
Collective Family Office LLC 0.11% No change 1,705 $443K
FSM Wealth Advisors, LLC 0.06% Reduce -5.2% 1,700 $441K
WJ Interests, LLC 0.18% No change 1,690 $439K
Lazari Capital Management, Inc. 0.15% Add +0.4% 1,688 $438K
Ancora Advisors LLC 0.01% Reduce -4.2% 1,682 $437K
Level Four Advisory Services, LLC 0.01% Reduce -5.1% 1,668 $433K
Muirfield Wealth Advisors LLC 0.32% Reduce -20.8% 1,667 $433K
Van Cleef Asset Management,Inc 0.04% No change 1,663 $432K
Grant Private Wealth Management Inc 0.27% New 1,657 $430K
First Commonwealth Financial Corp 0.07% No change 1,657 $430K
New Perspectives, Inc 0.19% Reduce -9.8% 1,652 $429K
Summit Place Financial Advisors, LLC 0.20% No change 1,650 $428K
Blue Bell Private Wealth Management, LLC 0.07% Reduce -25.6% 1,650 $428K
Center for Financial Planning, Inc. 0.05% Add +111.4% 1,645 $427K
KPP Advisory Services LLC 0.06% Reduce -3.2% 1,642 $426K
Goelzer Investment Management, Inc. 0.02% Reduce -5.8% 1,635 $424K
Patten & Patten Inc. 0.02% Reduce -5.8% 1,622 $421K
Arlington Trust Co LLC 0.08% No change 1,622 $421K
Coppell Advisory Solutions LLC 0.04% Add +70.0% 1,657 $421K
Cascade Wealth Advisors, Inc 0.21% Add +80.8% 1,530 $420K
Wedbush Securities Inc. 0.01% Reduce -12.7% 1,616 $419K
IFG Advisory, LLC 0.02% Reduce -1.0% 1,613 $419K
Birchcreek Wealth Management, LLC 0.22% Add +24.8% 1,613 $419K
LMG Wealth Partners, LLC 0.08% New 1,607 $417K
Hanson & Doremus Investment Management 0.05% No change 1,606 $417K
Patriot Investment Management Group, Inc. 0.03% Reduce -4.9% 1,603 $416K
Arete Wealth Advisors, LLC 0.03% Reduce -6.8% 1,602 $416K
StoneX Group Inc. 0.02% Reduce -60.8% 1,595 $414K
Grant Street Asset Management, Inc. 0.09% Reduce -7.6% 1,592 $413K
AE Wealth Management LLC 0.00% Reduce -9.9% 1,586 $412K
Kovack Advisors, Inc. 0.04% Reduce -17.0% 1,578 $410K
Cary Street Partners Financial LLC 0.01% No change 1,573 $408K
Sageworth Trust Co 0.02% New 1,556 $404K
HBW Advisory Services LLC 0.05% Reduce -22.2% 1,555 $404K
McGinn Penninger Investment Management, Inc. 0.24% Reduce -43.2% 1,554 $403K
Nwam LLC 0.02% No change 1,488 $403K
Spinnaker Investment Group, LLC 0.07% Add +23.3% 1,537 $399K
Wilmington Savings Fund Society, FSB 0.01% Reduce -59.6% 1,535 $398K
BOS Asset Management, LLC 0.11% Reduce -2.2% 1,531 $397K
Verdence Capital Advisors LLC 0.02% Add +3.8% 1,448 $396K
Waters Parkerson & Co., LLC 0.02% Reduce -3.2% 1,525 $396K
Flagship Harbor Advisors, LLC 0.02% Reduce -8.1% 1,524 $396K
Foundations Investment Advisors, LLC 0.01% Reduce -1.7% 1,520 $395K
Round Rock Advisors LLC 0.06% Reduce -3.2% 1,516 $394K
Quantum Financial Advisors, LLC 0.05% No change 1,505 $391K
Channel Wealth LLC 0.10% Reduce -3.4% 1,504 $390K
Haverford Trust Co 0.00% No change 1,500 $389K
Empower Advisory Group, LLC 0.00% Add +4.8% 1,493 $388K
Mascagni Wealth Management, Inc. 0.30% Reduce -8.6% 1,493 $388K
Highland Capital Management, LLC 0.02% No change 1,487 $386K
Innovative Wealth Building LLC 0.30% Add +0.6% 1,479 $384K
Optas, LLC 0.06% No change 1,463 $380K
Brookwood Investment Group LLC 0.05% Add +20.4% 1,457 $378K
Accurate Wealth Management, LLC 0.05% Add +16.6% 1,423 $378K
Moller Wealth Partners 0.08% Add +16.4% 1,454 $377K
Wedmont Private Capital 0.01% Reduce -1.5% 1,403 $377K
Greykasell Wealth Strategies, Inc. 0.16% Reduce -8.6% 1,449 $376K
St Germain D J Co. Inc. 0.01% No change 1,446 $375K
CMG Global Holdings, LLC 0.18% Reduce -8.9% 1,400 $373K
Diversify Wealth Management, LLC 0.02% Reduce -11.4% 1,380 $373K
Ridgecrest Wealth Partners, LLC 0.17% No change 1,435 $373K
Narus Financial Partners, LLC 0.10% Add +30.6% 1,420 $369K
Tradewinds, LLC. 0.09% New 1,413 $367K
Blankinship & Foster, LLC 0.08% Reduce -0.5% 1,413 $367K
Comprehensive Financial Planning, Inc. 0.25% Add +0.4% 1,411 $366K
Flagship Private Wealth, LLC 0.15% Reduce -5.0% 1,411 $366K
Glass Jacobson Investment Advisors llc 0.13% Reduce -5.1% 1,410 $366K
RMR Wealth Builders 0.03% Add +0.1% 1,409 $366K
Fisher Asset Management 0.00% Add +14.0% 1,408 $366K
Joel Isaacson & Co., LLC 0.01% Add +0.2% 1,400 $364K
KMG Fiduciary Partners, LLC 0.02% Add +1.1% 1,395 $362K
Stelac Advisory Services LLC 0.12% No change 1,391 $361K
BCGM Wealth Management, LLC 0.09% New 1,389 $361K
Capital Investment Advisors, LLC 0.01% Reduce -1.5% 1,388 $360K
Financial Insights, Inc. 0.12% Reduce -59.5% 1,381 $359K
Chemistry Wealth Management LLC 0.07% No change 1,380 $358K
CENTRAL TRUST Co 0.01% No change 1,378 $358K
Fiduciary Alliance LLC 0.02% Reduce -11.7% 1,376 $357K
Warwick Investment Management, Inc. 0.06% Add +50.8% 1,371 $356K
360 Financial, Inc. 0.11% No change 1,370 $356K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +14.8% 1,357 $352K
Advisors Management Group Inc. 0.06% No change 1,355 $352K
Noesis Capital Mangement Corp. 0.05% No change 1,354 $351K
United Capital Financial Advisors, LLC 0.00% Add +32.8% 1,351 $351K
Independent Family Office, LLC 0.15% No change 1,350 $350K
Redwood Financial Network Corp 0.22% Reduce -14.7% 1,336 $347K
Sweeney & Michel, LLC 0.12% Add +0.3% 1,306 $346K
Bank of New York Mellon Corp 0.00% Reduce -42.1% 1,328 $345K
Western Wealth Management, LLC 0.02% Reduce -15.3% 1,308 $339K
Associated Banc-Corp 0.01% Add +0.3% 1,300 $337K
Vertex Planning Partners, LLC 0.06% No change 1,299 $337K
CoreCap Advisors, LLC 0.01% Reduce -68.0% 1,297 $337K
AlphaStar Capital Management, LLC 0.03% Reduce -16.3% 1,286 $334K
Trilogy Capital Inc. 0.02% Reduce -86.1% 1,283 $333K
EverSource Wealth Advisors, LLC 0.01% Add +16.9% 1,280 $332K
Keybank National Association 0.00% Reduce -2.5% 1,276 $331K
Arkos Global Advisors 0.04% No change 1,274 $331K
Choreo, LLC 0.00% Add +6.9% 1,270 $330K
Lee Danner & Bass Inc. 0.02% No change 1,261 $327K
Caprock Group, LLC 0.01% — 1,279 $326K
Financial Consulate, Inc. 0.05% New 1,255 $326K
Avaii Wealth Management, LLC 0.12% No change 1,252 $325K
Bessemer Group Inc. 0.00% No change 1,249 $325K
Russell Investments Group, Ltd. 0.00% Add +11.3% 1,247 $324K
Aire Advisors, LLC 0.06% Reduce -23.7% 1,243 $323K
Ballentine Partners, LLC 0.00% No change 1,241 $322K
Summit Financial Strategies, Inc. 0.03% Reduce -13.2% 1,240 $322K
HM Payson & Co. 0.00% No change 1,233 $320K
Sowell Financial Services LLC 0.01% Reduce -13.7% 1,230 $319K
Gries Financial LLC 0.05% No change 1,230 $319K
Octavia Wealth Advisors, LLC 0.03% Reduce -0.7% 1,227 $319K
GSG Advisors LLC 0.08% No change 1,194 $319K
Kingsview Wealth Management, LLC 0.00% Reduce -2.1% 1,222 $317K
Crestwood Advisors Group, LLC 0.01% Reduce -2.2% 1,222 $317K
Atlantic Union Bankshares Corp 0.01% Add +4.2% 1,221 $317K
Fiera Capital Corp 0.00% Reduce -14.8% 1,217 $316K
River Wealth Advisors LLC 0.04% Reduce -12.8% 1,213 $315K
Panoramic Investment Advisors, LLC 0.18% Reduce -3.2% 1,210 $314K
Hobart Private Capital, LLC 0.07% Add +0.9% 1,210 $314K
BLB&B Advisors, LLC 0.01% Reduce -11.0% 1,207 $313K
Optima Capital LLC 0.15% Reduce -54.5% 1,205 $313K
DF Dent & Co. Inc. 0.00% No change 1,204 $313K
Shepherd Financial Partners LLC 0.03% No change 1,201 $312K
Summit Asset Management, LLC 0.05% Add +0.2% 1,194 $310K
Chicago Partners Investment Group LLC 0.01% Add +34.9% 1,137 $309K
First Bancorp, Inc 0.16% No change 1,175 $305K
Harmony Asset Management LLC 0.11% No change 1,175 $305K
Tme Financial, Inc. 0.23% Reduce -2.3% 1,175 $305K
Aptus Capital Advisors, LLC 0.00% Add +14.5% 1,169 $303K
Insight Advisors, LLC/ PA 0.05% Reduce -0.7% 1,164 $303K
Midwest Trust Co 0.00% Add +31.3% 1,165 $302K
Berger Financial Group, Inc 0.02% Add +0.3% 1,159 $301K
Canvas Wealth Advisors, LLC 0.05% Add +19.1% 1,115 $301K
Mosaic Financial Group, LLC 0.21% No change 1,154 $300K
Florida Financial Advisors, LLC 0.09% New 1,147 $298K
Medallion Wealth Advisors, LLC 0.11% No change 1,145 $297K
Salem Investment Counselors Inc. 0.01% No change 1,140 $296K
Ballew Advisors, Inc 0.17% Add +11.5% 1,115 $296K
Fearless Solutions, LLC dba Best Invest 0.19% Reduce -13.0% 1,136 $295K
Thoroughbred Financial Services, LLC 0.02% Reduce -0.8% 1,133 $294K
ALM First Financial Advisors, LLC 0.06% No change 1,389 $294K
Salus Financial Advisors, LLC 0.18% No change 1,126 $292K
Coastal Bridge Advisors, LLC 0.02% No change 1,125 $292K
Evolution Wealth Advisors, LLC 0.04% Reduce -3.4% 1,125 $292K
Bridgewater Advisors Inc. 0.02% Add +6.1% 1,072 $292K
Guardian Asset Advisors, LLC 0.16% No change 1,123 $292K
Fort Sheridan Advisors LLC 0.04% Reduce -31.7% 1,121 $291K
Strategic Blueprint, LLC 0.01% No change 1,121 $291K
Compass Advisory Group LLC 0.08% Reduce -1.8% 1,120 $291K
Apella Capital, LLC 0.01% Add +32.4% 1,092 $291K
Rothschild Investment LLC 0.02% Reduce -7.4% 1,119 $290K
Clark Capital Management Group, Inc. 0.00% Add +31.4% 1,118 $290K
Prudent Investors Network, Inc. 0.07% Reduce -18.9% 1,115 $289K
Keystone Financial Group 0.02% Add +0.1% 1,109 $288K
Soltis Investment Advisors LLC 0.02% Add +35.5% 1,102 $286K
Private Advisory Group LLC 0.02% No change 1,098 $285K
Greenhouse Wealth Management, LLC 0.17% Reduce -0.1% 1,095 $284K
Mitchell McLeod Pugh & Williams Inc. 0.05% Reduce -4.9% 1,044 $284K
Park Edge Advisors, LLC 0.07% Reduce -4.4% 1,091 $283K
Appleton Partners Inc. 0.02% Reduce -19.3% 1,090 $283K
Legacy Edge Advisors, LLC 0.03% Add +7.5% 1,085 $282K
Novem Group 0.03% New 1,083 $281K
Ironsides Asset Advisors, LLC 0.07% New 1,075 $279K
1900 Wealth Management LLC 0.02% No change 1,074 $279K
WFA Asset Management Corp 0.15% Add +0.3% 985 $278K
Carson Advisory Inc. 0.15% New 1,069 $278K
Quartz Partners, LLC 0.10% Reduce -10.6% 1,067 $277K
Passive Capital Management, LLC. 0.09% No change 1,063 $276K
Peregrine Asset Advisers, Inc. 0.08% No change 1,062 $276K
Callahan Advisors, LLC 0.02% No change 1,061 $275K
Journey Advisory Group, LLC 0.02% Reduce -5.3% 1,061 $275K
Evanson Asset Management, LLC 0.02% Add +1.7% 1,061 $275K
ProVise Management Group, LLC 0.02% No change 1,055 $274K
Matrix Private Capital Group LLC 0.14% Reduce -3.6% 1,052 $273K
Upper Left Wealth Management, LLC 0.17% No change 1,050 $273K
Integrity Alliance, Llc. 0.01% Reduce -5.0% 1,046 $272K
Winebrenner Capital Management LLC 0.20% Reduce -2.3% 1,046 $272K
Harbor Investment Advisory, LLC 0.02% No change 1,046 $272K
Mission Creek Capital Partners, Inc. 0.05% Reduce -3.0% 1,043 $271K
Pacific Asset Management, LLC 0.18% No change 1,038 $269K
Chesley Taft & Associates LLC 0.01% No change 1,037 $269K
Parr McKnight Wealth Management Group, LLC 0.04% No change 1,035 $269K
Ellis Investment Partners, LLC 0.05% Add +0.4% 1,035 $269K
Westfuller Advisors, LLC 0.12% Reduce -1.1% 1,034 $268K
Rossmore Private Capital 0.03% No change 1,025 $266K
Faithward Advisors, LLC 0.04% Reduce -16.8% 1,024 $266K
MN Wealth Advisors, LLC 0.14% Add +0.3% 1,019 $265K
Lansing Street Advisors 0.07% Reduce -7.2% 1,012 $263K
Americana Partners, LLC 0.01% New 1,010 $262K
Wilson & Boucher Capital Management, LLC 0.17% No change 1,000 $260K
Magnus Financial Group LLC 0.02% Reduce -3.4% 1,000 $260K
Compass Financial Group, INC 0.04% Reduce -20.1% 999 $259K
Inspirion Wealth Advisors, LLC 0.04% New 918 $259K
Betterment LLC 0.00% Add +1.4% 999 $259K
TD Private Client Wealth LLC 0.01% Add +5.3% 997 $259K
Geneos Wealth Management Inc. 0.01% Reduce -74.2% 996 $259K
Regions Financial Corp. 0.00% Reduce -15.6% 992 $258K
American National Bank & Trust 0.03% No change 990 $257K
Smith, Moore & Co. 0.02% Add +8.2% 989 $257K
Sonata Capital Group Inc. 0.09% Reduce -21.5% 985 $256K
JB Capital LLC 0.01% Reduce -15.6% 977 $254K
Moseley Investment Management Inc. 0.08% Reduce -2.8% 973 $253K
Keeler & Nadler Financial Planning & Wealth Management 0.09% Add +0.5% 972 $252K
Fairvoy Private Wealth, LLC 0.06% No change 971 $252K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Reduce -1.8% 967 $251K
Miller Financial Services LLC 0.29% No change 957 $249K
RVW Wealth, LLC 0.02% Reduce -0.9% 957 $248K
Signaturefd, LLC 0.00% No change 957 $248K
Caldwell Trust Co 0.02% No change 940 $244K
McAdam, LLC 0.01% Reduce -28.1% 937 $243K
Jim Saulnier & Associates, LLC 0.14% Add +0.1% 934 $243K
D.B. Root & Company, LLC 0.06% No change 932 $242K
Franklin Resources Inc. 0.00% No change 932 $242K
Capital Square, LLC 0.12% Add +13.4% 929 $241K
Castle Rock Wealth Management, LLC 0.05% Add +0.2% 908 $241K
Spirepoint Private Client, LLC 0.03% Reduce -9.1% 925 $240K
International Assets Investment Management, LLC 0.02% No change 949 $238K
Aspiriant, LLC 0.01% New 919 $238K
Lynx Investment Advisory 0.14% Reduce -5.2% 917 $238K
Mesirow Financial Investment Management, Inc. 0.00% Add +0.1% 913 $237K
Allen Mooney & Barnes Investment Advisors LLC 0.04% No change 910 $236K
Tsfg, LLC 0.04% No change 910 $236K
Comprehensive Financial Consultants Institutional, Inc. 0.07% New 905 $235K
Trek Financial, LLC 0.01% No change 903 $234K
HUB Investment Partners, LLC 0.01% Add +5.3% 902 $234K
Cambria Investment Management, L.P. 0.01% New 901 $234K
Calamos Wealth Management LLC 0.01% New 899 $233K
Richmond Investment Services, LLC 0.04% Reduce -6.1% 898 $233K
Planned Solutions, Inc. 0.08% No change 895 $232K
Bristlecone Advisors, LLC 0.02% No change 895 $232K
Seamount Financial Group Inc. 0.11% Reduce -22.3% 895 $232K
Rockland Trust Co. 0.01% No change 894 $232K
LifeSteps Financial, Inc. 0.15% Add +0.1% 889 $231K
NavPoint Financial, Inc. 0.12% Add +0.3% 888 $231K
Venture Visionary Partners LLC 0.01% Reduce -31.1% 887 $230K
Advisor OS, LLC 0.02% Reduce -5.8% 885 $230K
Lodestar Private Asset Management LLC 0.02% No change 881 $229K
American Institute for Advanced Investment Management, LLP 0.15% Reduce -17.8% 876 $227K
Fulton Bank, N.A. 0.01% No change 876 $227K
LOM Asset Management Ltd 0.07% No change 876 $227K
Financial Partners Group, Inc 0.03% Add +0.1% 867 $225K
Hardin Capital Partners, LLC 0.12% Reduce -10.4% 865 $225K
Brueske Advisory Services, LLC 0.12% New 863 $224K
Oak Hill Wealth Advisors, LLC 0.04% No change 863 $224K
Advisory Alpha, LLC 0.01% New 836 $223K
Busey Bank 0.01% Reduce -7.8% 857 $222K
BlueStem Wealth Partners, LLC 0.03% Add +0.2% 851 $221K
Naples Global Advisors, LLC 0.02% No change 850 $221K
Glen Eagle Advisors, LLC 0.03% Add +16.0% 848 $220K
MRWM Advisors, LLC 0.13% No change 847 $220K
Next Level Private LLC 0.06% Add +0.4% 818 $220K
Greenline Partners, LLC 0.03% Reduce -46.5% 844 $219K
Red Door Wealth Management, LLC 0.02% Reduce -21.9% 842 $219K
Columbia Asset Management 0.04% Reduce -6.7% 840 $218K
Physician Wealth Advisors, Inc. 0.03% Add +0.1% 837 $217K
Foronjy Financial LLC 0.10% Reduce -2.2% 836 $217K
Beacon Capital Management, LLC 0.03% Reduce -19.1% 834 $216K
AdvisorNet Financial, Inc 0.01% Add +16.4% 825 $214K
Kavar Capital Partners Group, LLC 0.03% No change 825 $214K
PBMares Wealth Management LLC 0.03% New 814 $211K
Resolute Advisors LLC 0.05% Add +0.5% 810 $210K
Kera Capital Partners, Inc. 0.03% No change 808 $210K
Centric Wealth Management 0.05% New 775 $210K
Ledyard National Bank 0.02% Reduce -5.9% 803 $208K
Activest Wealth Management 0.04% No change 802 $208K
TCV Trust & Wealth Management, Inc. 0.02% New 800 $208K
RFG Advisory, LLC 0.00% Reduce -29.3% 800 $208K
MKT Advisors LLC 0.08% Reduce -11.4% 774 $206K
Next Level Wealth Planning, LLC 0.12% New 791 $205K
Sterling Investment Counsel, LLC 0.07% New 790 $205K
Evercore Wealth Management, LLC 0.00% New 788 $205K
Dopkins Wealth Management, LLC 0.09% Reduce -29.9% 786 $204K
Procyon Advisors, LLC 0.01% Reduce -40.5% 786 $204K
Ritholtz Wealth Management 0.00% New 786 $204K
Weatherly Asset Management L. P. 0.02% New 784 $203K
Bridge Creek Capital Management LLC 0.06% New 780 $202K
Bay Capital Advisors, LLC 0.13% Reduce -11.4% 779 $202K
Ritter Daniher Financial Advisory LLC / DE 0.04% New 778 $202K
Bravias Capital Group, LLC 0.13% New 774 $201K
Colonial Trust Co / SC 0.03% No change 764 $198K
Golden State Wealth Management, LLC 0.02% Add +2.7% 731 $190K
Spirit of America Management Corp. 0.04% Add +6.0% 659 $176K
Plante Moran Financial Advisors, LLC 0.01% No change 674 $175K
Vestor Capital, LLC 0.01% Reduce -71.8% 670 $174K
AllSquare Wealth Management LLC 0.09% No change 629 $163K
Steigerwald, Gordon & Koch Inc. 0.02% New 603 $156K
Progressive Investment Management Corp 0.04% No change 600 $156K
Missouri Trust & Investment Co 0.04% Add +70.8% 572 $148K
S.A. Mason LLC 0.06% No change 564 $146K
Brown Brothers Harriman & Co. 0.00% Reduce -2.8% 558 $145K
Rice Partnership, LLC 0.02% No change 548 $142K
Armor Investment Advisors, LLC 0.04% Reduce -2.5% 517 $134K
Heritage Wealth Advisors 0.01% Reduce -59.4% 512 $133K
EPG Wealth Management LLC 0.04% Add +0.2% 511 $133K
Ramirez Asset Management, Inc. 0.02% No change 510 $132K
UMB Bank, n.a. 0.00% No change 509 $132K
Orion Capital Management LLC 0.05% Reduce -59.7% 500 $130K
Blue Trust, Inc. 0.00% Reduce -1.2% 494 $128K
Stuart Chaussee & Associates, Inc. 0.03% No change 489 $127K
Larson Financial Group LLC 0.00% Add +49.4% 478 $124K
2UniFi Bank 0.06% No change 470 $122K
Solstein Capital, LLC 0.06% No change 470 $122K
Vermillion Wealth Management, Inc. 0.03% Add +9.7% 462 $120K
Evolution Wealth Management Inc. 0.12% Add +243.2% 453 $118K
Smartleaf Asset Management LLC 0.01% Reduce -3.2% 450 $114K
Key Financial Inc 0.02% Add +33.2% 421 $112K
Murphy & Mullick Capital Management Corp 0.08% No change 426 $111K
Archer Investment Corp 0.02% Add +0.2% 418 $109K
Hurley Capital, LLC 0.06% No change 417 $108K
WFA of San Diego, LLC 0.07% No change 410 $106K
Hazlett, Burt & Watson, Inc. 0.04% No change 402 $104K
Basso Capital Management, L.P. 0.07% No change 398 $103K
SG Americas Securities, LLC 0.00% New 390 $101K
Fairscale Capital, LLC 0.07% No change 387 $100K
Davis Capital Management 0.07% — 380 $99K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 376 $98K
Washington Trust Advisors, Inc. 0.01% No change 376 $98K
Aspect Partners, LLC 0.04% Reduce -61.7% 373 $97K
NBT Bank, N.A. 0.01% Reduce -24.0% 260 $89K
Cranbrook Wealth Management, LLC 0.02% No change 340 $88K
Lanark Financial, Inc. 0.01% Add +17.6% 340 $88K
Piscataqua Savings Bank 0.07% No change 329 $85K
Montag A & Associates Inc. 0.00% Reduce -30.9% 327 $85K
Sittner & Nelson, LLC 0.03% Reduce -7.1% 327 $85K
Private Wealth Asset Management, LLC 0.01% No change 327 $85K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 325 $84K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 325 $84K
Resources Management Corp. /CT/ 0.01% No change 324 $84K
Horizon Bancorp Inc. 0.04% No change 319 $83K
Global Wealth Strategies & Associates 0.02% Reduce -15.6% 319 $83K
Eastern Bank 0.00% Reduce -40.5% 315 $82K
Holos Integrated Wealth LLC 0.05% No change 308 $82K
Abound Wealth Management 0.02% Add +24.7% 313 $81K
Y.D. More Investments Ltd 0.00% No change 310 $80K
Parkside Financial Bank & Trust 0.01% No change 308 $80K
Clean Yield Group 0.02% No change 300 $78K
Hartford Financial Management Inc. 0.02% No change 300 $78K
Minot DeBlois Advisors LLC 0.07% No change 299 $78K
Citizens National Bank Trust Department 0.01% No change 298 $77K
GPS Wealth Strategies Group, LLC 0.01% Add +0.3% 285 $74K
Nvwm, LLC 0.02% No change 275 $71K
Bogart Wealth, LLC 0.00% No change 275 $71K
Allspring Global Investments Holdings, LLC 0.00% No change 260 $69K
SOA Wealth Advisors, LLC. 0.01% Reduce -45.4% 265 $69K
Compass Financial Services Inc 0.03% Add +35.9% 261 $68K
Founders Capital Management 0.04% No change 259 $67K
Pflug Koory, LLC 0.03% No change 257 $67K
Crewe Advisors LLC 0.01% No change 250 $65K
City Holding Co. 0.01% No change 248 $64K
Flagship Wealth Advisors, LLC 0.02% No change 240 $62K
Alexis Investment Partners, LLC 0.01% New 240 $62K
Trifecta Capital Advisors, LLC 0.01% No change 238 $62K
VSM Wealth Advisory, LLC 0.02% Add +0.4% 237 $61K
Hopwood Financial Services, Inc. 0.04% New 225 $58K
Robinswood Financial LLC 0.02% No change 214 $56K
Paladin Advisory Group, LLC 0.04% New 200 $52K
Princeton Global Asset Management LLC 0.01% New 200 $52K
MCF Advisors LLC 0.00% No change 200 $52K
Tripletail Wealth Management, LLC 0.06% New 193 $52K
Running Point Capital Advisors, LLC 0.01% No change 198 $51K
Investors Research Corp 0.01% No change 194 $50K
Sunbelt Securities, Inc. 0.00% No change 178 $46K
Trust Co. of Toledo NA 0.00% No change 175 $45K
Pathway Financial Advisers, LLC 0.01% New 175 $45K
Private Trust Co. NA 0.00% No change 169 $44K
Strategic Wealth Partners, Ltd. 0.00% No change 167 $43K
Banque Cantonale Vaudoise 0.00% Reduce -2.4% 163 $42K
Front Row Advisors LLC 0.01% New 160 $42K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 160 $42K
McIlrath & Eck, LLC 0.00% Add +12.9% 157 $41K
Tidemark, LLC 0.01% No change 156 $40K
Cape Investment Advisory, Inc. 0.04% Reduce -49.2% 155 $40K
Roble, Belko & Company, Inc 0.01% No change 155 $40K
Hilltop National Bank 0.01% No change 153 $40K
Maryland Capital Advisors Inc. 0.01% Add +0.7% 153 $40K
Inlight Wealth Management, LLC 0.02% No change 152 $39K
Rakuten Securities, Inc. 0.01% Add +660.0% 152 $39K
Your Advocates Ltd., LLP 0.01% Add +151.7% 151 $39K
Seneschal Advisors, LLC 0.03% New 150 $39K
Nova Wealth Management, Inc. 0.03% Reduce -69.0% 144 $37K
Duncker Streett & Co. Inc. 0.01% No change 142 $37K
Advanced Asset Management Advisors Inc 0.01% No change 140 $36K
Deutsche Bank AG 0.00% No change 140 $36K
MPWM Advisory Solutions, LLC 0.02% Add +17.7% 133 $35K
Woodside Wealth Management LLC 0.03% No change 132 $34K
Roxbury Financial LLC 0.03% No change 130 $34K
Costello Asset Management, INC 0.01% Reduce -12.3% 128 $33K
Heartwood Wealth Advisors LLC 0.00% New 127 $33K
Atwood & Palmer Inc. 0.00% No change 121 $31K
Scarborough Advisors, LLC 0.01% Add +0.8% 118 $31K
Tortoise Investment Management, LLC 0.00% No change 117 $30K
Monetary Management Group Inc. 0.01% No change 115 $30K
Security National Bank 0.00% No change 114 $30K
SouthState Bank Corp 0.00% Reduce -76.0% 112 $29K
Oxford Financial Group, LTD. LLC 0.00% No change 106 $28K
Smithfield Trust Co 0.00% No change 100 $26K
Lavaca Capital LLC 0.00% No change 100 $26K
Empirical Asset Management, LLC 0.01% New 20,840 $26K
KERR FINANCIAL PLANNING Corp 0.04% — 90 $26K
BankPlus Trust Department 0.01% No change 91 $24K
Rialto Wealth Management, LLC 0.01% Reduce -19.4% 83 $22K
JDM Financial Group LLC 0.01% New 80 $21K
Bfsg, LLC 0.00% No change 80 $21K
Tower View Wealth Management LLC 0.01% No change 75 $20K
Legacies Wealth LLC 0.01% No change 75 $19K
Tradewinds Capital Management, LLC 0.00% No change 75 $19K
Boyd Watterson Asset Management LLC 0.01% No change 73 $19K
ORG Partners LLC 0.00% No change 72 $19K
United Community Bank 0.01% No change 66 $17K
Cloud Capital Management, LLC 0.01% New 65 $17K
Mascoma Wealth Management LLC 0.00% Reduce -72.2% 65 $17K
Country Trust Bank 0.00% No change 64 $17K
Main Street Group, LTD 0.01% No change 62 $16K
Sound Income Strategies, LLC 0.00% Reduce -6.6% 57 $15K
SIMA Wealth Partners, LLC 0.01% No change 59 $15K
CNB Bank 0.01% No change 56 $15K
Elevate Wealth Advisory, Inc. 0.01% No change 53 $14K
Caitlin John, LLC 0.01% New 52 $13K
Horizons Wealth Management 0.01% No change 50 $13K
Gables Capital Management Inc. 0.01% New 50 $13K
Future Financial Wealth Managment LLC 0.01% Add +2.2% 47 $12K
Aventura Private Wealth, LLC 0.00% No change 46 $12K
Anfield Capital Management, LLC 0.00% No change 45 $12K
Beaird Harris Wealth Management, LLC 0.00% New 43 $11K
Hantz Financial Services, Inc. 0.00% Reduce -59.6% 42 $11K
Peachtree Investment Partners, LLC 0.00% No change 41 $11K
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 $10K
Measured Wealth Private Client Group, LLC 0.00% New 38 $10K
Marshall & Sterling Wealth Advisors Inc. 0.01% Reduce -26.0% 37 $10K
BOK Financial Private Wealth, Inc. 0.00% New 35 $9K
Valley National Advisers Inc. 0.00% Reduce -72.5% 36 $9K
Frazier Financial Advisors, LLC 0.01% No change 33 $9K
YANKCOM Partnership 0.00% No change 30 $8K
Private Wealth Management Group, LLC 0.00% Reduce -50.9% 29 $8K
Guerra Advisors Inc 0.00% New 29 $8K
Barrett & Company, Inc. 0.00% No change 29 $8K
DiNuzzo Private Wealth, Inc. 0.00% No change 26 $7K
Accordant Advisory Group Inc 0.00% No change 25 $6K
SJS Investment Consulting Inc. 0.00% No change 25 $6K
Crews Bank & Trust 0.00% No change 25 $6K
Dogwood Wealth Management LLC 0.00% No change 24 $6K
Versant Capital Management, Inc 0.00% No change 24 $6K
Coston, McIsaac & Partners 0.00% No change 24 $6K
Grey Fox Wealth Advisors, LLC 0.00% New 22 $6K
Silicon Valley Capital Partners 0.00% No change 21 $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
Tower Research Capital LLC (TRC) 0.00% Reduce -99.9% 17 $4K
Northwest Capital Management Inc 0.00% No change 16 $4K
First Horizon Corp. 0.00% — 13 $3K
Strengthening Families & Communities, LLC 0.00% No change 12 $3K
Red Tortoise LLC 0.00% No change 10 $3K
Cherry Tree Wealth Management, LLC 0.00% Reduce -77.8% 8 $2K
Quaker Wealth Management, LLC 0.00% Reduce -33.3% 8 $2K
Strategic Advocates LLC 0.00% New 5 $1K
Proathlete Wealth Management LLC 0.00% Reduce -94.9% 4 $1K
FSA Wealth Management LLC 0.00% No change 4 $1K
Angeles Wealth Management, LLC 0.00% New 4 $1K
Covestor Ltd 0.00% Add +50.0% 3 $1K
Avion Wealth 0.00% No change 5 $1K
Evelyn Partners Investment Management LLP 0.00% No change 3 $779
Signature Resources Capital Management, LLC 0.00% No change 2 $519

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