Vanguard Health Care ETFVHTETF

13F holders, Q4 2025 (December 31)
1,136holders +123
116new positions
39sold out
6famous investors
$286.73avg. 13F price*

At the end of Q4 2025, 1,136 institutions reported holding Vanguard Health Care ETF (VHT) in their 13F filings, up 123 from Q3 2025. 116 opened new positions and 39 sold out. The largest holders were Morgan Stanley ($464.9M), Bank of America Corp. ($463.3M) and UBS Group AG ($399.8M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions116$392.1M
Exits39$62.7M

All 13F filers, Q3 2025 → Q4 2025: 2,594,147 shares bought and 1,532,763 shares sold, net +1,061,384 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,136 holders

Morgan Stanley 0.03% Add +9.5% 1,615,053 $464.9M
Bank of America Corp. 0.03% Reduce -1.6% 1,609,490 $463.3M
UBS Group AG 0.08% Add +6.4% 1,388,965 $399.8M
PGIM Custom Harvest LLC 5.27% Reduce -6.4% 1,238,206 $356.4M
Clal Insurance Enterprises Holdings Ltd 1.62% New 873,000 $251.3M
LPL Financial LLC 0.06% Add +6.8% 806,286 $232.1M
Wells Fargo & Company 0.05% Reduce -1.6% 802,401 $231.0M
Everett Harris & Co. 2.56% Add +0.2% 732,278 $210.8M
Royal Bank of Canada 0.02% Add +16.2% 486,842 $140.1M
Envestnet Asset Management Inc. 0.04% Add +16.6% 451,464 $130.0M
Cetera Investment Advisers 0.12% Add +8.5% 390,130 $112.3M
Raymond James Financial Inc. 0.03% Reduce -4.9% 388,111 $111.7M
Beacon Capital Management, Inc. 5.84% Add +20.7% 379,402 $109.2M
Ameriprise Financial Inc. 0.02% Reduce -4.8% 329,710 $95.0M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -7.0% 294,054 $84.6M
Osaic Holdings, Inc. 0.11% Reduce -4.2% 260,706 $75.1M
JPMorgan Chase & Co. 0.00% Reduce -3.4% 218,362 $62.9M
Stifel Financial Corp. 0.05% Reduce -0.8% 208,664 $60.1M
Commonwealth Equity Services, LLC 0.08% Reduce -3.9% 206,148 $59.3M
Steward Partners Investment Advisory, LLC 0.32% Add +7.9% 201,882 $58.1M
Cambridge Investment Research Advisors, Inc. 0.15% Add +9.7% 194,534 $56.0M
MAI Capital Management 0.30% Add +7.7% 178,934 $51.5M
Invictus Private Wealth, LLC 3.01% Add +4.0% 172,838 $49.8M
Allied Investment Advisors, LLC 7.44% Add +2.3% 167,280 $48.2M
Janney Montgomery Scott LLC 0.10% Reduce -18.2% 156,758 $45.1M
PNC Financial Services Group, Inc. 0.02% Reduce -8.7% 141,314 $40.7M
Focus Partners Wealth 0.04% Add +116.4% 136,677 $39.3M
Armstrong Advisory Group, Inc. 2.42% Reduce -2.3% 124,375 $35.8M
MML Investors Services, LLC 0.08% Add +3.5% 120,958 $34.8M
Lido Advisors, LLC 0.13% Add +6.0% 116,660 $31.8M
Mercer Global Advisors Inc. 0.05% Reduce -9.5% 110,037 $31.7M
Agf Management Ltd. 0.14% Reduce -3.1% 108,987 $31.4M
Peapack Gladstone Financial Corp. 0.36% Add +2.4% 99,679 $28.7M
Rockefeller Capital Management L.P. 0.05% Add +1.7% 98,212 $28.3M
Truist Financial Corp. 0.04% Add +1.5% 96,578 $27.8M
M&T Bank Corp 0.09% Reduce -2.0% 96,037 $27.6M
Ameritas Advisory Services, LLC 1.01% Add +834.5% 93,357 $26.9M
First Manhattan Co. Llc. 0.07% Add +0.1% 88,119 $25.4M
Capital Advantage, Inc. 3.42% Add +2.4% 87,982 $25.3M
Trust Co. of Vermont 1.03% Add +17.2% 85,552 $24.6M
Wheelhouse Advisory Group LLC 9.19% Add +6.0% 83,447 $24.2M
Captrust Financial Advisors 0.04% Add +0.1% 81,382 $23.4M
Creative Planning 0.02% Reduce -0.3% 79,970 $23.0M
Potomac Fund Management Inc. 0.85% New 79,799 $23.0M
Mariner, LLC 0.03% Add +2.5% 77,595 $22.3M
Jones Financial Companies LLLP 0.01% Add +22.4% 72,117 $20.8M
Cerity Partners LLC 0.03% Add +12.7% 70,715 $20.4M
Main Management LLC 1.38% Add +6.6% 66,650 $19.2M
Stratos Wealth Partners, LTD. 0.21% Reduce -7.3% 65,639 $18.9M
Chai Trust Co. LLC 1.59% Add +0.9% 64,079 $18.4M
WBH Advisory Inc. 1.33% Reduce -0.7% 62,176 $17.9M
Wealth Enhancement Advisory Services, LLC 0.02% Add +1.3% 58,047 $17.1M
Marotta Asset Management 3.13% Reduce -14.7% 58,644 $16.9M
Principal Securities, Inc. 0.25% Add +7.1% 56,201 $16.2M
Lakeshore Financial Planning, Inc. 5.77% Add +2.2% 56,129 $16.2M
KCM Investment Advisors LLC 0.51% Reduce -0.7% 55,397 $15.9M
Evergreen Capital Management LLC 0.35% Add +61.8% 54,971 $15.8M
HighTower Advisors, LLC 0.02% Reduce -4.0% 54,583 $15.7M
Cedar Mountain Advisors, LLC 2.90% Add +3.2% 52,266 $15.0M
Goldman Sachs Group Inc. 0.00% Reduce -12.6% 49,990 $14.4M
Bank of Montreal 0.01% Add +11.6% 47,890 $13.8M
Morningstar Investment Management LLC 0.78% Reduce -10.4% 46,147 $13.3M
Baird Financial Group, Inc. 0.02% Add +1.6% 45,705 $13.2M
Tudor Investment Corporation 0.07% New 45,493 $13.1M
Johnson Investment Counsel Inc. 0.11% Add +11.2% 45,234 $13.0M
Private Advisor Group, LLC 0.06% Add +5.0% 44,169 $12.7M
Corient Private Wealth LP 0.02% Add +65.4% 43,971 $12.7M
Titleist Asset Management, LLC 1.01% Add +8.9% 43,192 $12.4M
Adaptive Financial Consulting, LLC 4.75% Add +2.1% 42,461 $12.2M
Kestra Advisory Services, LLC 0.05% Add +11.8% 42,328 $12.2M
FMR LLC 0.00% Add +1.0% 41,899 $12.1M
MassMutual Private Wealth & Trust, FSB 0.30% Reduce -4.2% 41,063 $11.8M
Atlas Legacy Advisors, LLC 2.02% Add +13.2% 40,029 $11.5M
Axxcess Wealth Management, LLC 0.20% Add +729.4% 39,547 $11.4M
Ballast, Inc. 2.65% Add +1.3% 39,389 $11.3M
Focus Financial Network, Inc. 0.38% Add +5.6% 37,716 $10.9M
New England Private Wealth Advisors LLC 1.35% Add +0.3% 37,704 $10.9M
Southern Capital Services Inc. 6.79% — 37,439 $10.8M
Geneva Partners, LLC 3.69% New 35,982 $10.4M
SP Asset Management LLC 0.75% Add +0.9% 32,827 $9.4M
DMKC Advisory Services, LLC 4.14% Add +15.9% 32,813 $9.4M
Trust Co. of Oklahoma 2.74% Add +7.7% 32,618 $9.4M
Marshall Wace, LLP 0.01% New 31,508 $9.1M
Royal Fund Management, LLC 0.83% Add +32.8% 31,186 $9.0M
Merit Financial Group, LLC 0.07% Add +83.7% 30,972 $8.9M
Dakota Wealth Management 0.15% Reduce -5.7% 30,064 $8.7M
AlphaCore Capital LLC 0.19% Add +6.9% 29,901 $8.6M
Beacon Pointe Advisors, LLC 0.06% Add +194.8% 29,583 $8.5M
Paragon Financial Partners, Inc. 5.22% Add +0.4% 29,493 $8.5M
Atlas Capital Advisors Inc. 0.94% — 29,312 $8.4M
Summit Financial, LLC 0.12% Reduce -5.7% 28,730 $8.3M
Calton & Associates, Inc. 1.20% Add +2.2% 28,287 $8.1M
Berkeley Capital Partners, LLC 1.90% New 27,972 $8.1M
Financial Management Network Inc. 1.25% Add +0.1% 27,396 $7.9M
McIlrath & Eck, LLC 0.73% Add +17393.0% 27,464 $7.9M
Bleakley Financial Group, LLC 0.13% Reduce -2.4% 26,454 $7.6M
Waverly Advisors, LLC 0.06% Reduce -20.9% 26,429 $7.6M
EP Wealth Advisors, LLC 0.04% — 26,415 $7.6M
Federation des caisses Desjardins du Quebec 0.03% Reduce -0.0% 26,240 $7.6M
D.A. Davidson & Co. 0.05% Add +3.1% 25,887 $7.5M
Founders Grove Wealth Partners, LLC 1.66% Reduce -0.2% 25,709 $7.4M
CVA Family Office, LLC 0.84% Reduce -0.3% 25,373 $7.3M
Bailard, Inc. 0.16% Add +3.4% 25,138 $7.2M
Sharper & Granite LLC 2.53% Reduce -1.6% 24,986 $7.2M
Comerica Bank 0.03% Add +1.1% 24,837 $7.1M
Exchange Traded Concepts, LLC 0.06% Add +158.6% 24,585 $7.1M
White Lighthouse Investment Management Inc. 0.98% Reduce -5.9% 24,485 $7.0M
Richmond Brothers, Inc. 4.46% Add +76.2% 24,367 $7.0M
Summit Wealth Group, LLC 1.63% Reduce -1.3% 24,192 $7.0M
Safeguard Investment Advisory Group, LLC 1.76% Reduce -5.2% 23,899 $6.9M
Prasad Wealth Partners, LLC 1.83% New 23,879 $6.9M
Scotia Capital Inc. 0.03% Add +7.9% 23,191 $6.7M
Apollon Financial, LLC 0.97% Reduce -1.6% 23,129 $6.7M
Madden Advisory Services, Inc. 2.63% Reduce -0.8% 22,704 $6.5M
J.W. Cole Advisors, Inc. 0.16% Reduce -3.9% 23,737 $6.5M
David Kennon Inc 2.31% Add +2.7% 22,537 $6.5M
AQR Capital Management 0.00% Add +119.5% 22,374 $6.4M
Kinloch Capital, LLC 2.75% New 22,180 $6.4M
Allworth Financial LP 0.03% Reduce -2.5% 22,084 $6.4M
Northern Trust Corp. 0.00% Reduce -0.3% 21,908 $6.3M
Orion Porfolio Solutions, LLC 0.04% Reduce -4.7% 21,341 $6.1M
Chokshi & Queen Wealth Advisors, Inc 3.21% Reduce -1.6% 21,318 $6.1M
Cornerstone Advisory, LLC 0.58% Reduce -5.3% 21,111 $6.1M
WESCAP Management Group, Inc. 1.19% Add +6.1% 20,474 $5.9M
Citigroup Inc. 0.00% Reduce -0.4% 20,399 $5.9M
BTG Pactual Asset Management US LLC 0.65% Add +8.9% 23,259 $5.8M
Brown Advisory Inc. 0.01% Add +1.1% 20,004 $5.8M
Fifth Third Bancorp 0.02% Reduce -5.0% 19,897 $5.7M
Equitable Holdings, Inc. 0.04% Add +3.6% 19,759 $5.7M
VMS Asset Management Limited 2.19% — 19,733 $5.7M
Jmac Enterprises LLC 1.07% Add +2.7% 19,493 $5.6M
Trinity Legacy Partners, LLC 1.29% Add +1.3% 19,475 $5.6M
Clearstead Advisors, LLC 0.07% Reduce -0.0% 19,462 $5.6M
Destination Wealth Management 0.15% Reduce -0.8% 19,358 $5.6M
Sage Rhino Capital LLC 1.04% Reduce -5.3% 19,176 $5.5M
Hikari Tsushin, Inc. 0.36% No change 19,016 $5.5M
Harbour Investments, Inc. 0.11% Add +1.1% 18,713 $5.4M
IFP Advisors, Inc 0.12% Add +6.8% 18,685 $5.4M
Robertson Stephens Wealth Management, LLC 0.15% Reduce -1.8% 18,347 $5.3M
Citadel Advisors 0.00% New 18,010 $5.2M
Circle Wealth Management, LLC 0.08% Add +1.8% 17,954 $5.2M
Curran Financial Partners, LLC 0.97% Reduce -5.3% 17,788 $5.1M
Anchor Investment Management, LLC 0.41% Add +4.9% 17,350 $5.0M
First PREMIER Bank 1.13% Reduce -8.7% 17,183 $4.9M
Sequoia Financial Advisors, LLC 0.03% Reduce -3.6% 17,110 $4.9M
NewEdge Advisors, LLC 0.02% Add +24.9% 16,920 $4.9M
Ami Investment Management Inc. 1.08% Reduce -7.3% 16,715 $4.8M
Quantinno Capital Management LP 0.01% Add +0.8% 16,643 $4.8M
Tower Research Capital LLC (TRC) 0.12% Add +97688.2% 16,624 $4.8M
National Bank of Canada 0.00% Add +11.2% 16,595 $4.8M
Webster Bank, N. A. 0.45% Add +3.0% 16,490 $4.7M
Onyx Bridge Wealth Group LLC 0.50% Add +0.1% 16,472 $4.7M
CreativeOne Wealth, LLC 0.11% Reduce -1.4% 16,431 $4.7M
Gibraltar Capital Management, Inc. 0.78% Add +0.5% 15,995 $4.6M
Concurrent Investment Advisors, LLC 0.05% Reduce -3.9% 15,781 $4.5M
Union Bancaire Privee, UBP SA 0.05% New 19,733 $4.5M
Atria Investments, Inc 0.05% Add +39.4% 15,657 $4.5M
Janus Henderson Group PLC 0.00% Add +540.7% 15,549 $4.5M
HB Wealth Management, LLC 0.03% Reduce -0.4% 15,507 $4.5M
Washington Growth Strategies LLC 2.88% Add +18.5% 15,456 $4.4M
Integrated Wealth Concepts LLC 0.05% Reduce -69.5% 15,143 $4.4M
Allianz Asset Management GmbH 0.00% New 15,000 $4.3M
Paradigm Capital Management, LLC 4.01% Add +2.8% 14,833 $4.3M
Park National Corp. 0.13% Reduce -2.7% 14,561 $4.2M
Baron Financial Group, LLC 2.23% Reduce -2.6% 14,466 $4.2M
Tiaa Trust, National Association 0.01% Reduce -2.7% 14,375 $4.1M
Guardian Wealth Management, LLC 1.30% — 14,288 $4.1M
Tranquilli Financial Advisor LLC 2.37% Add +186.9% 14,215 $4.1M
Thrivent Financial for Lutherans 0.01% Add +526.5% 14,141 $4.1M
Wealthfront Advisers LLC 0.01% Add +6.3% 14,149 $4.1M
Altura Wealth Advisors Inc. 1.75% Add +13.7% 14,116 $4.1M
Chevy Chase Trust Holdings, LLC 0.01% New 14,104 $4.1M
SBI Securities Co., Ltd. 0.10% Reduce -2.2% 14,078 $4.1M
Praetorian Wealth Management, Inc. 0.79% Reduce -1.6% 13,806 $4.0M
O'shaughnessy Asset Management, LLC 0.02% Add +11.1% 13,798 $4.0M
Sound View Wealth Advisors Group, LLC 0.26% Reduce -5.1% 13,610 $3.9M
GWN Securities Inc. 0.79% Add +2.4% 13,590 $3.9M
Renaissance Technologies 0.01% Add +151.1% 13,560 $3.9M
Assetmark, Inc. 0.01% Add +6.6% 13,509 $3.9M
US Bancorp \de 0.00% Add +17.1% 13,313 $3.8M
Creative Financial Designs Inc. 0.24% Add +4.9% 13,024 $3.7M
Baker Ellis Asset Management LLC 0.44% Add +8.5% 12,817 $3.7M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +32.5% 12,754 $3.7M
Sigma Planning Corp 0.10% Reduce -1.2% 12,730 $3.7M
Advisors Capital Management, LLC 0.04% Add +2.5% 12,716 $3.7M
TD Waterhouse Canada Inc. 0.02% Add +5.5% 12,702 $3.7M
Penobscot Wealth Management 1.13% Reduce -3.2% 12,681 $3.7M
Cornerstone Wealth Management, LLC 0.19% Add +41.9% 12,504 $3.6M
Clark Capital Management Group, Inc. 0.02% Add +1005.8% 12,363 $3.6M
Axiom Financial Strategies, LLC 1.49% Reduce -0.9% 12,295 $3.5M
Bearing Point Capital, LLC 0.55% New 12,262 $3.5M
Blair William & Co. 0.01% Reduce -1.1% 12,217 $3.5M
Cora Capital Advisors LLC 1.33% No change 11,894 $3.4M
Fischer Financial Services, Inc. 0.90% Reduce -3.4% 11,838 $3.4M
IHT Wealth Management, LLC 0.08% Reduce -2.3% 11,793 $3.4M
One Day In July LLC 0.28% Reduce -1.9% 11,749 $3.4M
Westside Investment Management, Inc. 0.54% No change 11,715 $3.4M
RCW Management, LLC 3.34% — 11,488 $3.3M
Bank of Nova Scotia 0.00% No change 10,947 $3.2M
Gladstone Institutional Advisory LLC 0.12% Reduce -1.0% 10,942 $3.1M
Raab & Moskowitz Asset Management LLC 0.68% Reduce -0.3% 10,842 $3.1M
Aspen Wealth Strategies, LLC 1.67% Add +432.7% 10,616 $3.1M
Joule Financial, LLC 0.91% Reduce -2.5% 10,589 $3.0M
Crown Wealth Group, LLC 0.83% New 10,312 $3.0M
Evoke Wealth, LLC 0.06% Add +20.9% 10,200 $2.9M
First Financial Corp. 1.10% Reduce -1.7% 10,093 $2.9M
Choate Investment Advisors 0.06% No change 10,018 $2.9M
Elm Partners Management LLC 0.13% Add +91.8% 10,005 $2.9M
Capital Analysts, LLC 0.08% Reduce -0.5% 9,975 $2.9M
Valmark Advisers, Inc. 0.04% Add +0.2% 9,892 $2.8M
Hilltop Holdings Inc. 0.17% Add +4.6% 9,797 $2.8M
O'ROURKE & COMPANY, Inc 1.09% Add +3.1% 9,738 $2.8M
CIBC Private Wealth Group LLC 0.00% Reduce -1.3% 9,696 $2.8M
Hikari Power Ltd 0.22% No change 9,580 $2.8M
BCS Wealth Management 0.28% Add +153.5% 9,474 $2.7M
Financial Freedom, LLC 1.35% Add +2.3% 9,443 $2.7M
Apollon Wealth Management, LLC 0.05% Reduce -3.7% 9,412 $2.7M
Bokf, NA 0.04% Add +1.9% 9,158 $2.6M
Rooted Wealth Advisors, Inc. 0.74% Add +48.6% 9,072 $2.6M
Cassaday & Co Wealth Management LLC 0.06% Add +0.6% 9,098 $2.6M
Keebeck Wealth Management 0.30% Reduce -4.8% 9,087 $2.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -25.1% 9,076 $2.6M
Artesa Financial Group, LLC 2.68% — 9,052 $2.6M
Cresset Asset Management, LLC 0.01% Reduce -0.9% 8,957 $2.6M
World Investment Advisors 0.04% Add +211.9% 8,952 $2.6M
CDKV Holdings LLC 2.15% — 8,938 $2.6M
U.S. Capital Wealth Advisors, LLC 0.07% Add +2.9% 8,911 $2.6M
Oppenheimer & Co. Inc. 0.04% Add +1.0% 8,898 $2.6M
Genesis Private Wealth, LLC 0.79% Reduce -17.1% 8,879 $2.6M
OneDigital Investment Advisors LLC 0.03% Reduce -0.6% 8,852 $2.5M
NorthCrest Asset Manangement, LLC 0.06% Reduce -2.1% 8,829 $2.5M
North Forty Two & Co. 2.36% Add +41.3% 8,674 $2.5M
Farther Finance Advisors, LLC 0.03% Add +1.5% 8,649 $2.5M
Thayer Partners, LLC / MA 1.20% — 8,561 $2.5M
Autumn Glory Partners, LLC 0.86% Add +2.0% 8,547 $2.5M
&partners 0.01% Add +29.9% 8,477 $2.4M
Adams Wealth Management 0.52% Reduce -31.2% 8,472 $2.4M
CacheTech Inc. 0.45% Reduce -31.2% 8,472 $2.4M
AIMZ Investment Advisors, LLC 0.69% Add +22.8% 8,427 $2.4M
NORTHSTAR ASSET MANAGEMENT Co 0.51% Add +0.8% 8,295 $2.4M
North Star Investment Management Corp. 0.15% Reduce -1.3% 8,294 $2.4M
Cozad Asset Management Inc. 0.18% Reduce -1.2% 8,234 $2.4M
ASO GROUP Ltd 0.92% — 8,206 $2.4M
Wall Street Financial Group, Inc. 1.72% Reduce -4.7% 8,204 $2.4M
NCM Capital Management, LLC 0.86% Reduce -0.6% 8,081 $2.3M
Sovran Advisors, LLC 0.19% Reduce -1.3% 7,800 $2.3M
TruWealth Advisors, LLC 0.11% Reduce -4.0% 7,803 $2.2M
Brookstone Capital Management 0.03% Reduce -17.6% 7,776 $2.2M
Lebenthal Global Advisors, LLC 0.34% Add +0.8% 7,755 $2.2M
Rossby Financial, LCC 0.70% Add +18.6% 7,751 $2.2M
Wealthcare Advisory Partners LLC 0.04% Reduce -1.0% 7,719 $2.2M
Parallel Advisors, LLC 0.04% Add +5.1% 7,653 $2.2M
Institute for Wealth Management, LLC. 0.23% Add +2.7% 7,632 $2.2M
Rwa Wealth Partners, LLC 0.02% Add +20.1% 7,482 $2.2M
MontVue Capital Management, Inc. 1.39% Reduce -0.7% 7,246 $2.1M
Cathy Pareto & Associates, Inc. 1.44% Add +3.6% 7,190 $2.1M
Badgley Phelps Wealth Managers, LLC 0.04% New 7,113 $2.0M
Stonehage Fleming Financial Services Holdings Ltd 0.06% Reduce -23.6% 7,113 $2.0M
Visionary Wealth Advisors 0.09% Add +25.1% 7,061 $2.0M
Aprio Wealth Management, LLC 0.12% Add +5.1% 7,033 $2.0M
Principle Wealth Partners LLC 0.11% Reduce -0.2% 7,032 $2.0M
NewEdge Wealth, LLC 0.02% Reduce -0.0% 7,010 $2.0M
Altfest L J & Co. Inc. 0.22% Reduce -29.6% 6,970 $2.0M
CORDA Investment Management, LLC. 0.15% New 6,960 $2.0M
NWF Advisory Services Inc. 0.22% Add +3.6% 6,940 $2.0M
City State Bank 0.55% Reduce -4.9% 6,925 $2.0M
Independent Financial Group, LLC 0.04% Add +5.1% 6,888 $2.0M
First Trust Advisors LP 0.00% Add +22.6% 6,876 $2.0M
Sanctuary Advisors, LLC 0.01% Add +12.7% 6,876 $2.0M
SOL Capital Management CO 0.18% Reduce -23.0% 6,810 $2.0M
BlackRock, Inc. 0.00% Add +10.4% 6,711 $1.9M
Snowden Capital Advisors LLC 0.05% Add +0.7% 6,698 $1.9M
Glenmede Trust Co. NA 0.01% — 6,698 $1.9M
Pinnacle Financial Group, LLC / IL 0.55% Add +4.5% 6,634 $1.9M
Arax Advisory Partners 0.05% New 6,537 $1.9M
Susquehanna International Group, LLP 0.00% Reduce -63.9% 6,535 $1.9M
Capital Management Associates, Inc 0.42% Add +20.8% 6,534 $1.9M
Essex Financial Services, Inc. 0.11% Add +5.3% 6,518 $1.9M
Hershey Financial Advisers, LLC 1.58% Add +32.9% 6,499 $1.9M
Kingswood Wealth Advisors, LLC 0.09% Add +18.1% 6,491 $1.9M
Advisory Services Network, LLC 0.03% Reduce -7.4% 6,488 $1.9M
Silverlake Wealth Management LLC 0.42% Reduce -7.8% 6,467 $1.9M
Debussy Capital Management LP 0.25% Add +2.3% 6,414 $1.8M
Petix & Botte Co 0.42% Reduce -4.9% 6,374 $1.8M
Novak & Powell Financial Services, Inc. 0.96% Reduce -1.1% 6,365 $1.8M
Williams Jones Wealth Management, LLC. 0.02% Add +16.1% 6,328 $1.8M
RDA Financial Network 0.43% Reduce -0.3% 6,268 $1.8M
Harbor Asset Planning, Inc. 1.53% Add +0.3% 6,204 $1.8M
Houlihan Financial Resource Group, Ltd. 0.69% Add +46.5% 6,159 $1.8M
Prime Capital Investment Advisors, LLC 0.02% Reduce -2.0% 6,148 $1.8M
Northstar Group, Inc. 0.25% Add +1.6% 6,118 $1.8M
DAVENPORT & Co LLC 0.01% Add +0.5% 6,118 $1.8M
Compass Ion Advisors, LLC 0.17% Reduce -0.5% 6,114 $1.8M
Wealthspire Retirement, LLC 0.11% Reduce -9.8% 6,110 $1.8M
Ensign Peak Advisors, Inc 0.00% No change 6,049 $1.7M
Arkadios Wealth Advisors 0.03% Add +11.7% 6,049 $1.7M
Fsa Wealth Partners, Inc. 0.62% New 6,036 $1.7M
Advantage Trust Co 0.78% No change 6,035 $1.7M
Park Avenue Securities LLC 0.01% Add +89.9% 6,022 $1.7M
Dahring | Cusmano LLC 1.20% Add +6.5% 5,997 $1.7M
Eagle Strategies LLC 0.22% Reduce -18.6% 5,980 $1.7M
Laurel Oak Wealth Management, LLC 0.29% — 5,980 $1.7M
Brown, Lisle/Cummings, Inc. 0.42% Add +29.9% 5,885 $1.7M
Financial Advisory Partners, LLC 0.47% No change 5,830 $1.7M
Accel Wealth Management 0.46% Add +0.3% 5,828 $1.7M
High Net Worth Advisory Group LLC 0.39% Add +1.6% 5,823 $1.7M
Grandfield & Dodd, LLC 0.09% Add +100.0% 6,090 $1.7M
Ausdal Financial Partners, Inc. 0.08% Reduce -2.1% 5,765 $1.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% New 5,757 $1.7M
Bluesphere Advisors LLC 0.72% Add +48.4% 5,680 $1.6M
Citizens Financial Group Inc. 0.02% Add +3.0% 5,674 $1.6M
Stapp Wealth Management, PLLC 2.07% Add +1.0% 5,579 $1.6M
Blackston Financial Advisory Group, LLC 0.97% Reduce -3.3% 5,558 $1.6M
Empowered Funds, LLC 0.03% Add +53.6% 5,553 $1.6M
Howard Wealth Management, LLC 0.69% Reduce -1.8% 5,525 $1.6M
Financial Futures Ltd Liability Co. 0.74% Reduce -16.9% 5,517 $1.6M
Fifth Third Securities, Inc. 0.10% Reduce -1.0% 5,482 $1.6M
Nomura Asset Management Co. Ltd. 0.00% New 5,450 $1.6M
Sachetta, LLC 0.85% Add +6.3% 5,424 $1.6M
Bartlett & Co. Wealth Management LLC 0.02% No change 5,370 $1.5M
One Charles Private Wealth Services, LLC 0.40% Reduce -4.6% 5,368 $1.5M
Perigon Wealth Management, LLC 0.03% Add +0.2% 5,366 $1.5M
Bank Hapoalim BM 0.14% Reduce -3.3% 5,356 $1.5M
SeaCrest Wealth Management, LLC 0.16% Add +143.7% 5,184 $1.5M
Parsons Capital Management Inc. 0.08% Reduce -7.0% 5,334 $1.5M
Signature Estate & Investment Advisors LLC 0.03% Add +2.7% 5,324 $1.5M
Bragg Financial Advisors, Inc 0.05% Add +0.3% 5,314 $1.5M
Smith Chas P & Associates Pa Cpas 0.08% Add +0.2% 5,291 $1.5M
SlateStone Wealth, LLC 0.13% No change 5,249 $1.5M
PFG Advisors 0.07% Add +1.2% 5,234 $1.5M
PFG Investments, LLC 0.07% Add +0.2% 5,187 $1.5M
Stephens Inc. 0.02% Add +5.3% 5,178 $1.5M
Mission Wealth Management, LP 0.03% Add +1.8% 5,170 $1.5M
Stonebridge Financial Group, LLC 0.13% No change 5,170 $1.5M
Investor's Fiduciary Advisor Network, LLC 0.31% Reduce -1.5% 5,029 $1.4M
Idaho Trust Co 0.48% Reduce -1.9% 5,018 $1.4M
Lowe Brockenbrough & Co. Inc. 0.07% Add +1.4% 5,015 $1.4M
Embree Financial Group 0.18% Reduce -8.2% 5,015 $1.4M
Krilogy Financial LLC 0.05% Reduce -10.6% 4,900 $1.4M
Meridian Wealth Advisors, LLC 0.20% Add +0.0% 5,000 $1.4M
Prospera Financial Services Inc 0.02% Add +9.7% 4,990 $1.4M
Two Sigma Securities, LLC 0.20% Add +91.3% 4,983 $1.4M
Live Oak Investment Partners 0.88% Reduce -5.8% 4,971 $1.4M
Salomon & Ludwin, LLC 0.13% Reduce -2.1% 4,959 $1.4M
Financial Engines Advisors L.L.C. 0.00% Reduce -10.5% 4,937 $1.4M
Aberdeen Wealth Management LLC 0.65% New 4,847 $1.4M
Sheets Smith Wealth Management 0.15% Add +0.3% 4,842 $1.4M
Cardiff Park Advisors, LLC 0.11% Add +0.2% 4,827 $1.4M
Whittier Trust Co. of Nevada Inc. 0.03% Add +0.2% 4,680 $1.4M
Solutions 4 Wealth, Ltd 2.05% Reduce -2.2% 4,715 $1.4M
Triangle Securities Wealth Management 0.28% Add +7.1% 4,640 $1.3M
Charter Oak Capital Management, LLC 0.10% Reduce -3.3% 4,640 $1.3M
Vista Investment Management 0.44% Add +8.1% 4,635 $1.3M
Abbot Financial Management, Inc. 0.55% Reduce -6.8% 4,612 $1.3M
Woodward Diversified Capital, LLC 0.61% New 4,606 $1.3M
N.E.W. Advisory Services LLC 0.10% Reduce -0.4% 4,512 $1.3M
Everest Financial Group LLC 0.29% — 4,511 $1.3M
CX Institutional 0.04% Reduce -2.6% 4,485 $1.3M
Retirement Planning Group, LLC 0.04% Add +1.1% 4,433 $1.3M
Liberty Wealth Management LLC 0.16% Add +0.7% 4,428 $1.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% No change 4,424 $1.3M
Philadelphia Trust Co. 0.09% No change 4,383 $1.3M
Guardian Capital, LLC 1.13% — 4,367 $1.3M
Go Invest LLC 0.41% — 4,334 $1.2M
Nations Financial Group Inc, /Ia/ 0.07% Reduce -2.3% 4,326 $1.2M
McIntyre Freedman & Flynn Investment Advisers Inc. 0.77% Reduce -2.3% 4,285 $1.2M
Ingalls & Snyder LLC 0.05% Add +2.4% 4,278 $1.2M
Wealthspire Advisors, LLC 0.01% Add +2.1% 4,271 $1.2M
Focus Partners Advisor Solutions, LLC 0.01% Reduce -16.5% 4,258 $1.2M
Rathbones Group PLC 0.00% Add +10.5% 4,248 $1.2M
Edmond DE Rothschild Holding S.A. 0.02% Add +38.7% 4,160 $1.2M
Valeo Financial Advisors, LLC 0.03% Add +8.7% 4,107 $1.2M
Pinnacle Associates Ltd. 0.02% Reduce -4.5% 4,095 $1.2M
Focused Wealth Management, Inc 0.13% Reduce -1.6% 4,089 $1.2M
Bigelow Investment Advisors, LLC 0.46% Reduce -3.2% 4,070 $1.2M
KTF Investments, LLC 0.19% — 4,065 $1.2M
Commerce Bank 0.01% Add +1.3% 4,053 $1.2M
Redhawk Wealth Advisors, Inc. 0.13% Reduce -1.5% 4,035 $1.2M
Whittier Trust Co. 0.01% No change 3,929 $1.2M
Modera Wealth Management, LLC 0.01% Reduce -0.4% 3,979 $1.1M
Goepper Burkhardt LLC 0.37% Reduce -30.9% 3,975 $1.1M
United Capital Financial Advisors, LLC 0.01% Add +193.3% 3,963 $1.1M
Ignite Planners, LLC 0.17% Add +13.4% 3,959 $1.1M
Cyndeo Wealth Partners, LLC 0.06% New 3,907 $1.1M
Endeavor Private Wealth, Inc. 0.32% Reduce -7.9% 3,883 $1.1M
Summit Trail Advisors, LLC 0.02% No change 3,881 $1.1M
RBA Wealth Management, LLC 0.37% Reduce -7.5% 3,841 $1.1M
Oakmont Investment Advisors, Inc. 0.80% — 3,809 $1.1M
Dynamic Advisor Solutions LLC 0.04% Reduce -2.5% 3,784 $1.1M
Integral Investment Advisors, Inc. 0.27% Add +1.2% 3,782 $1.1M
Wealthspan Partners, LLC 0.40% Add +0.2% 3,776 $1.1M
Goldstein Advisors, LLC 0.12% Reduce -1.5% 3,770 $1.1M
Inscription Capital, LLC 0.11% Add +0.9% 3,767 $1.1M
Elite Financial, Inc. 0.49% Reduce -2.8% 3,760 $1.1M
Christensen, King & Associates Investment Services, Inc. 0.46% Add +0.3% 3,742 $1.1M
Councilor Wealth, LLC 0.51% Reduce -19.4% 3,735 $1.1M
Flagstar Securities, Inc. 0.36% Add +4.5% 3,724 $1.1M
BigSur Wealth Management LLC 0.26% No change 3,700 $1.1M
Mgo One Seven LLC 0.02% Reduce -5.7% 3,693 $1.1M
NLB Skladi, upravljanje premozenja, d.o.o. 0.05% — 3,680 $1.1M
John A. Wolfe & Associates, Inc. 0.57% — 3,661 $1.1M
Fischer Investment Strategies, LLC 0.61% New 3,608 $1.0M
CCG Wealth Management, LLC 0.44% No change 3,605 $1.0M
Warner Financial, Inc. 0.36% Add +7.5% 3,603 $1.0M
Bellevue Asset Management, LLC 0.34% Reduce -2.6% 3,602 $1.0M
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -1.1% 3,569 $1.0M
OneAscent Financial Services LLC 0.09% New 3,565 $1.0M
Jaffetilchin Investment Partners, LLC 0.06% Add +0.2% 3,501 $1.0M
JM2 Capital Inc. 0.80% — 3,479 $1.0M
Gryphon Financial Partners LLC 0.11% No change 3,473 $1000K
Jacobs Equity LLC 0.95% — 3,422 $985K
Olistico Wealth, LLC 0.48% Add +0.5% 3,416 $983K
Triton Financial Group Inc 0.65% Reduce -0.4% 3,416 $983K
Kovack Advisors, Inc. 0.05% Add +115.0% 3,392 $976K
Pinnacle Financial Partners, Inc. 0.01% — 3,345 $964K
Centaurus Financial, Inc. 0.04% Reduce -9.7% 3,346 $963K
Savant Capital, LLC 0.01% Reduce -2.5% 3,329 $958K
Financial Perspectives, Inc 0.26% Add +0.1% 3,319 $955K
Cascade Wealth Advisors, Inc 0.44% Add +117.1% 3,322 $953K
Kennedy Investment Group, Inc. 0.36% Reduce -3.6% 3,304 $951K
Ieq Capital, LLC 0.00% Reduce -12.0% 3,277 $943K
Envestnet Portfolio Solutions, Inc. 0.00% Add +5.3% 3,267 $940K
Ranch Capital Advisors Inc. 0.34% Add +8.8% 3,244 $934K
Werba Rubin Papier Wealth Management 0.25% Add +1.9% 3,230 $930K
Pallas Capital Advisors LLC 0.03% Reduce -0.7% 3,215 $925K
Smith & Howard Wealth Management, LLC 0.21% No change 3,202 $922K
Accretive Wealth Partners, LLC 0.27% No change 3,182 $916K
Holderness Investments Co. 0.18% Add +1.4% 3,153 $908K
Cwm, LLC 0.00% Add +5.5% 3,144 $905K
Retirement Planning Co of New England, Inc. 0.36% Reduce -3.7% 3,133 $902K
FRG Family Wealth Advisors LLC 0.14% Reduce -20.6% 3,133 $902K
Cfo Capital Management LLC 0.67% — 3,115 $897K
Long Island Wealth Management, Inc. 0.42% Reduce -1.4% 3,102 $893K
KDK Private Wealth Management, LLC 0.78% Reduce -4.9% 3,090 $889K
Avantax Planning Partners, Inc. 0.02% Reduce -51.6% 3,085 $888K
Planning Directions Inc. 0.45% Reduce -10.3% 3,070 $884K
Disciplined Investors, L.L.C. 0.58% Reduce -1.4% 3,065 $882K
Busey Bank 0.02% Add +256.7% 3,057 $880K
First Wilshire Securities Management Inc. 0.22% No change 3,050 $878K
Pathstone Holdings, LLC 0.00% Add +9.7% 3,045 $876K
Red Mountain Financial, LLC 0.86% Add +2.3% 3,044 $876K
McGlone Suttner Wealth Management, Inc. 0.12% Reduce -10.2% 3,038 $874K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% No change 3,028 $872K
Readystate Asset Management LP 0.07% New 3,014 $868K
1015 Capital Partners, LLC 0.85% — 3,010 $866K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 3,005 $865K
RFG Advisory, LLC 0.02% Add +270.6% 2,965 $853K
Freestone Capital Holdings, LLC 0.03% Add +6.6% 2,963 $853K
Sovereign Financial Group, Inc. 0.15% Add +11.8% 2,948 $849K
Pacific Center for Financial Services 0.22% No change 3,267 $848K
Sequent Planning LLC 0.22% Reduce -2.5% 2,946 $848K
CRA Financial Services, LLC 0.11% Reduce -7.0% 2,932 $844K
First National Bank of Omaha 0.03% New 2,910 $842K
Rayburn West Financial Services LLC 0.52% — 2,918 $840K
Brandywine Oak Private Wealth LLC 0.07% No change 2,902 $835K
Conservest Capital Advisors, Inc. 0.07% Add +1.3% 2,870 $826K
Dentgroup LLC 0.57% Reduce -3.6% 2,862 $824K
Vanguard Group Inc. 0.00% Reduce -14.9% 2,847 $820K
Nicolet Bankshares Inc. 0.13% No change 2,832 $815K
Connecticut Wealth Management, LLC 0.04% Reduce -8.5% 2,818 $811K
Atala Financial Inc 0.52% No change 2,810 $809K
Athena Investment Management 0.41% Add +0.5% 2,804 $807K
Dougherty & Associates, LLC 0.71% — 2,763 $795K
Wealth Management Resources, Inc. 0.28% Reduce -3.4% 2,758 $794K
Gradient Capital Advisors, LLC 0.20% Add +2.5% 2,756 $793K
Koshinski Asset Management, Inc. 0.05% Add +21.2% 2,728 $785K
Belpointe Asset Management LLC 0.03% No change 2,725 $784K
Bluebird Wealth Management LLC 0.73% — 2,700 $777K
Marathon Wealth Advisors LLC 0.31% — 2,679 $771K
JFS Wealth Advisors, LLC 0.04% No change 2,678 $771K
Sumitomo Mitsui Financial Group, Inc. 0.01% Reduce -32.1% 2,670 $769K
Charles Schwab Investment Management Inc. 0.00% Reduce -1.7% 2,655 $764K
Obermeyer Wealth Partners 0.03% New 2,653 $764K
Ashton Thomas Securities, LLC 0.14% No change 2,653 $764K
McGuire Investment Group, LLC 0.08% Reduce -1.8% 2,652 $763K
Signal Advisors Wealth, LLC 0.06% Add +12.0% 2,652 $763K
IVC Wealth Advisors LLC 0.33% Reduce -0.6% 2,617 $753K
Composition Wealth, LLC 0.01% Add +0.2% 2,589 $745K
GTS Securities LLC 0.03% Reduce -87.3% 2,561 $737K
LFA - Lugano Financial Advisors SA 0.38% No change 2,550 $734K
Checchi Capital Advisers, LLC 0.05% Reduce -0.2% 2,525 $727K
Bare Financial Services, Inc 0.20% Add +1.1% 2,517 $724K
BIP Wealth, LLC 0.03% Add +0.0% 2,515 $724K
LPWM LLC 0.18% Reduce -15.8% 2,513 $723K
Leavell Investment Management, Inc. 0.03% Reduce -4.2% 2,502 $720K
Monograph Wealth Advisors, LLC 0.07% No change 2,500 $720K
Main Street Financial Solutions, LLC 0.05% Add +13.4% 2,472 $712K
Certified Advisory Corp 0.06% Add +0.2% 2,467 $710K
Kelleher Financial Advisors 0.16% No change 2,462 $709K
Simmons Bank 0.05% Reduce -0.3% 2,453 $706K
Manufacturers Life Insurance Company, The 0.00% New 2,444 $704K
Great Valley Advisor Group, Inc. 0.01% Add +7.5% 2,424 $698K
Kestra Private Wealth Services, LLC 0.01% Add +0.9% 2,420 $697K
LifeGoal Investments, LLC 0.47% No change 2,414 $695K
One Capital Management, LLC 0.02% Reduce -2.2% 2,400 $691K
Benjamin Edwards Inc. 0.01% Add +5.1% 2,394 $689K
Graves Light Lenhart Wealth, Inc. 0.07% No change 2,384 $686K
Spinnaker Investment Group, LLC 0.12% Add +55.0% 2,382 $686K
Joseph P. Lucia & Associates, LLC 0.25% Reduce -7.8% 2,377 $684K
Navis Wealth Advisors, LLC 0.29% Add +0.1% 2,373 $683K
Bright Financial Advisors, Inc. 0.32% No change 2,365 $681K
LJI Wealth Management, LLC 0.10% Add +10.4% 2,365 $681K
Westmount Partners, LLC 0.17% No change 2,352 $677K
Clear Point Advisors Inc. 0.52% Reduce -3.6% 2,348 $676K
Wakefield Asset Management LLLP 0.18% New 2,347 $676K
Cibc World Market Inc. 0.00% Add +9.9% 2,340 $674K
Mather Group, Llc. 0.01% Reduce -2.1% 2,334 $672K
Fortis Advisors, LLC 0.37% Reduce -1.1% 2,332 $671K
Moneta Group Investment Advisors LLC 0.01% Add +1.5% 2,327 $670K
Legacy Advisors, LLC 0.07% Add +8.7% 2,327 $670K
Meridian Wealth Management, LLC 0.02% Add +1.5% 2,319 $668K
Kingsview Wealth Management, LLC 0.01% Add +89.0% 2,310 $665K
Allegheny Financial Group 0.10% Add +0.3% 2,307 $664K
Fisher Asset Management 0.00% Add +63.1% 2,296 $661K
HCR Wealth Advisors 0.06% Add +0.0% 2,275 $655K
Global Retirement Partners, LLC 0.01% Add +0.9% 2,272 $654K
Founders Financial Securities LLC 0.04% Add +29.6% 2,264 $652K
Christine Messmer PC 0.42% — 2,260 $651K
Vickerman Investment Advisors, Inc. 0.13% New 2,259 $650K
HUB Investment Partners, LLC 0.02% Add +149.4% 2,250 $648K
Brown Miller Wealth Management, LLC 0.18% Add +2.3% 2,244 $646K
Daybright Advisory Services, Inc. 0.17% — 2,236 $644K
Welch & Forbes LLC 0.01% Reduce -1.8% 2,231 $642K
Fiduciary Trust Co 0.01% Reduce -23.9% 2,225 $640K
Wealth Management Associates, Inc. 0.22% Add +0.2% 2,224 $640K
Manchester Capital Management LLC 0.09% Reduce -11.6% 2,215 $638K
CWA Asset Management Group, LLC 0.02% No change 2,212 $637K
Pacific Sun Financial Corp 0.31% Reduce -0.9% 2,208 $636K
Farmers & Merchants Investments Inc. 0.02% Reduce -3.6% 2,200 $633K
Flputnam Investment Management Co. 0.01% Add +0.9% 2,171 $625K
Bulwark Capital Corp 0.44% No change 2,169 $624K
Alta Wealth Advisors LLC 0.21% No change 2,166 $623K
HBK Sorce Advisory LLC 0.01% Reduce -10.6% 2,134 $621K
PDS Planning, Inc 0.04% Add +8.7% 2,151 $619K
D'Orazio & Associates, Inc. 0.08% No change 2,140 $616K
Mystic Asset Management, Inc. 0.14% Add +0.5% 2,138 $615K
Brookwood Investment Group LLC 0.07% Add +46.5% 2,135 $615K
Yoder Wealth Management, Inc. 0.28% Reduce -8.0% 2,130 $613K
DHJJ Financial Advisors, Ltd. 0.20% Reduce -5.5% 2,128 $613K
Cornerstone National Bank & Trust Co 0.24% New 2,111 $608K
Meridian Investment Counsel Inc. 0.15% Reduce -5.2% 2,110 $607K
Dagco, Inc. 0.14% Reduce -3.4% 2,077 $598K
Edge Financial Advisors LLC 0.25% Add +0.5% 2,063 $594K
Wealth Alliance, LLC 0.06% Reduce -15.7% 2,053 $591K
HF Advisory Group, LLC 0.21% Reduce -2.7% 2,048 $590K
Alchemi Wealth, LLC 0.32% — 2,040 $587K
Capital Investment Advisory Services, LLC 0.04% Add +6.9% 2,041 $587K
Values Added Financial LLC 0.25% No change 2,031 $585K
Eagle Harbor Asset Management Inc. 0.48% Add +4.8% 2,029 $584K
Modern Wealth Management, LLC 0.01% Add +8.4% 2,006 $577K
Finward Bancorp 0.45% No change 2,002 $576K
Maripau Wealth Management LLC 0.26% Add +8.4% 2,002 $571K
Gateway Wealth Partners, LLC 0.06% Add +10.3% 1,984 $571K
Analyst IMS Investment Management Services Ltd. 0.02% No change 1,980 $570K
Smith Salley Wealth Management 0.03% No change 1,980 $570K
Integrity Alliance, Llc. 0.02% Add +88.9% 1,976 $569K
Mosley Wealth Management 0.26% — 2,108 $568K
Creekside Partners 0.24% Add +0.4% 1,971 $567K
Level Four Advisory Services, LLC 0.02% Add +17.4% 1,959 $564K
Roundview Capital LLC 0.03% No change 1,950 $561K
Winch Advisory Services, LLC 0.12% Add +0.1% 1,945 $560K
James Hambro & Partners LLP 0.02% Reduce -16.6% 1,930 $555K
Spire Wealth Management 0.02% Reduce -0.7% 1,894 $545K
Snowwater Investment Partners, LLC 0.50% — 1,890 $544K
Zhang Financial LLC 0.02% Add +0.1% 1,864 $536K
Cary Street Partners Financial LLC 0.01% Add +18.4% 1,863 $536K
Ayalon Insurance Comp Ltd. 0.13% No change 1,863 $536K
Quantum Financial Advisors, LLC 0.06% Add +23.6% 1,860 $535K
Jefferies Financial Group Inc. 0.00% Reduce -47.6% 1,856 $534K
Rehmann Capital Advisory Group 0.03% No change 1,854 $534K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -1.9% 1,851 $533K
Sowell Financial Services LLC 0.02% Add +49.7% 1,841 $530K
Collaborative Wealth Managment Inc. 0.19% No change 1,838 $529K
Daymark Wealth Partners, LLC 0.02% Add +4.7% 1,836 $529K
SHP Wealth Management 0.04% — 1,835 $528K
Resolute Wealth Strategies, LLC 0.23% Reduce -4.8% 1,827 $526K
Davis R M Inc. 0.01% No change 1,825 $525K
Capital Advisors Inc. 0.01% No change 1,824 $525K
Asset Advisory Group, Inc. 0.26% — 1,825 $525K
Essential Planning, LLC. 0.17% Reduce -19.7% 1,823 $525K
FAS Wealth Partners, Inc. 0.03% Add +0.3% 1,819 $523K
Avior Wealth Management, LLC 0.02% Reduce -3.6% 1,816 $523K
Wedbush Securities Inc. 0.02% Add +12.3% 1,815 $522K
Mutual Advisors, LLC 0.01% Add +1.9% 1,812 $522K
Dorsey & Whitney Trust CO LLC 0.03% No change 1,800 $518K
Coppell Advisory Solutions LLC 0.05% Add +7.7% 1,785 $517K
Bank of New York Mellon Corp 0.00% Add +35.2% 1,795 $517K
Beacon Financial Advisory LLC 0.12% Reduce -5.6% 1,792 $516K
Stableford Capital II LLC 0.19% Reduce -1.9% 1,787 $514K
Caprock Group, LLC 0.01% Add +39.0% 1,778 $512K
Fulton Bank, N.A. 0.02% Add +102.2% 1,771 $510K
Fiduciary Alliance LLC 0.03% Add +27.6% 1,756 $505K
Congress Park Capital LLC 0.15% New 1,755 $505K
Headlands Technologies LLC 0.04% New 1,754 $505K
Mascagni Wealth Management, Inc. 0.38% Add +17.1% 1,749 $503K
WMS Group LLC 0.64% — 1,740 $501K
Mainsail Asset Management, LLC 0.21% No change 1,711 $493K
Collective Family Office LLC 0.11% Reduce -0.1% 1,704 $490K
Perryman Financial Advisory Inc. 0.07% — 1,700 $489K
Lazari Capital Management, Inc. 0.17% Add +0.5% 1,697 $489K
WJ Interests, LLC 0.21% No change 1,690 $486K
Ancora Advisors LLC 0.01% Add +0.4% 1,689 $486K
Empower Advisory Group, LLC 0.00% Add +12.8% 1,684 $485K
Patten & Patten Inc. 0.03% Add +3.0% 1,670 $481K
Hoxton Planning & Management, LLC 0.14% Reduce -9.0% 1,666 $480K
Van Cleef Asset Management,Inc 0.05% No change 1,663 $479K
First Commonwealth Financial Corp 0.08% No change 1,657 $477K
American Trust 0.04% Reduce -22.2% 1,654 $476K
Summit Place Financial Advisors, LLC 0.23% No change 1,650 $475K
Blue Bell Private Wealth Management, LLC 0.07% No change 1,650 $475K
Center for Financial Planning, Inc. 0.05% No change 1,645 $474K
Grant Street Asset Management, Inc. 0.10% Add +3.2% 1,643 $473K
KPP Advisory Services LLC 0.07% No change 1,642 $473K
Goelzer Investment Management, Inc. 0.02% No change 1,635 $471K
Grant Private Wealth Management Inc 0.28% Reduce -1.4% 1,634 $470K
FSM Wealth Advisors, LLC 0.06% Reduce -4.4% 1,625 $468K
Strategic Investment Solutions, Inc. 0.11% Reduce -51.7% 1,618 $466K
IFG Advisory, LLC 0.02% Add +0.3% 1,618 $466K
LMG Wealth Partners, LLC 0.09% Add +0.6% 1,616 $465K
Mainstream Capital Management LLC 0.30% Reduce -10.6% 1,613 $464K
Western Wealth Management, LLC 0.02% Add +22.9% 1,608 $463K
Patriot Investment Management Group, Inc. 0.03% Add +0.3% 1,607 $463K
AE Wealth Management LLC 0.00% Add +0.9% 1,600 $461K
COFG Advisors, LLC 0.11% — 1,593 $459K
Prostatis Group LLC 0.11% Reduce -14.5% 1,592 $458K
VSM Wealth Advisory, LLC 0.14% Add +563.3% 1,572 $453K
Channel Wealth LLC 0.11% Add +4.5% 1,571 $452K
BOS Asset Management, LLC 0.12% Add +2.1% 1,563 $450K
Stratos Wealth Advisors, LLC 0.02% Reduce -11.4% 1,562 $450K
Sageworth Trust Co 0.02% No change 1,556 $448K
Eclectic Associates Inc. 0.07% Reduce -62.9% 1,550 $446K
McGinn Penninger Investment Management, Inc. 0.26% Reduce -0.5% 1,547 $445K
HBW Advisory Services LLC 0.05% Reduce -1.0% 1,539 $443K
Capital Squared Financial LLC 0.34% New 1,527 $440K
Flagship Harbor Advisors, LLC 0.02% No change 1,524 $439K
Round Rock Advisors LLC 0.07% No change 1,516 $436K
Foundations Investment Advisors, LLC 0.01% Reduce -1.2% 1,502 $432K
Haverford Trust Co 0.00% No change 1,500 $432K
Choreo, LLC 0.01% Add +17.2% 1,488 $431K
Wharton Business Group, LLC 0.02% Reduce -67.4% 1,484 $427K
New Perspectives, Inc 0.15% Reduce -10.9% 1,472 $424K
American Money Management, LLC 0.07% Reduce -31.5% 1,463 $421K
Optas, LLC 0.07% No change 1,463 $421K
Accurate Wealth Management, LLC 0.05% Add +0.4% 1,429 $419K
Russell Investments Group, Ltd. 0.00% Add +16.6% 1,454 $418K
Wedmont Private Capital 0.01% Add +0.1% 1,404 $417K
Greykasell Wealth Strategies, Inc. 0.16% No change 1,449 $417K
Joel Isaacson & Co., LLC 0.01% Add +3.4% 1,448 $417K
St Germain D J Co. Inc. 0.02% No change 1,446 $416K
Verdence Capital Advisors LLC 0.02% Reduce -0.8% 1,437 $414K
Ridgecrest Wealth Partners, LLC 0.22% Add +0.1% 1,436 $413K
Soltis Investment Advisors LLC 0.03% Add +29.3% 1,425 $410K
Vertex Planning Partners, LLC 0.10% Add +9.6% 1,423 $410K
Muirfield Wealth Advisors LLC 0.30% Reduce -14.8% 1,421 $409K
Comprehensive Financial Planning, Inc. 0.27% Add +0.5% 1,418 $408K
Blankinship & Foster, LLC 0.09% No change 1,413 $407K
CMG Global Holdings, LLC 0.18% Add +0.1% 1,402 $405K
Nwam LLC 0.02% Reduce -7.5% 1,376 $404K
Wealthquest Corp 0.03% New 1,404 $404K
Betterment LLC 0.00% Add +40.4% 1,403 $404K
Waters Parkerson & Co., LLC 0.02% Reduce -8.2% 1,400 $403K
Capital Investment Advisors, LLC 0.01% No change 1,388 $399K
Crescent Grove Advisors, LLC 0.04% New 1,386 $399K
HHM Wealth Advisors, LLC 0.05% Reduce -20.8% 1,383 $398K
Financial Insights, Inc. 0.13% Add +0.1% 1,382 $398K
Chemistry Wealth Management LLC 0.07% No change 1,380 $397K
CENTRAL TRUST Co 0.01% No change 1,378 $397K
BCGM Wealth Management, LLC 0.10% Reduce -0.9% 1,377 $396K
Baltimore-Washington Financial Advisors, Inc. 0.02% New 1,375 $396K
Compass Financial Group, Inc. (Ohio) 0.29% — 1,375 $396K
Warwick Investment Management, Inc. 0.06% Add +0.2% 1,374 $395K
Bessemer Group Inc. 0.00% Add +10.0% 1,374 $395K
Innovative Wealth Building LLC 0.29% Reduce -7.2% 1,372 $395K
Moller Wealth Partners 0.08% Reduce -5.8% 1,370 $394K
360 Financial, Inc. 0.12% Reduce -0.2% 1,367 $393K
Birchcreek Wealth Management, LLC 0.19% Reduce -15.4% 1,365 $393K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +0.4% 1,363 $392K
Tradewinds, LLC. 0.09% Reduce -3.5% 1,363 $392K
Highland Capital Management, LLC 0.02% Reduce -8.5% 1,361 $392K
Diversify Wealth Management, LLC 0.02% Reduce -2.5% 1,345 $392K
Savvy Advisors, Inc. 0.01% New 1,360 $391K
Advisors Management Group Inc. 0.07% No change 1,355 $390K
Noesis Capital Mangement Corp. 0.06% No change 1,354 $390K
Independent Family Office, LLC 0.16% No change 1,350 $389K
Hanson & Doremus Investment Management 0.05% Reduce -16.0% 1,349 $388K
Sweeney & Michel, LLC 0.11% Add +0.5% 1,312 $379K
Associated Banc-Corp 0.01% Add +0.8% 1,311 $377K
SageGuard Financial Group, LLC 0.06% — 1,305 $376K
Narus Financial Partners, LLC 0.10% Reduce -8.2% 1,304 $375K
Caldwell Trust Co 0.03% Add +37.2% 1,290 $371K
Regions Financial Corp. 0.00% Add +29.5% 1,285 $370K
EverSource Wealth Advisors, LLC 0.01% No change 1,280 $369K
Aptus Capital Advisors, LLC 0.00% Add +8.8% 1,272 $366K
Lee Danner & Bass Inc. 0.03% Add +0.1% 1,262 $363K
Oxford Financial Group, LTD. LLC 0.02% Add +1089.6% 1,261 $363K
Financial Consulate, Inc. 0.05% Add +0.2% 1,258 $362K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -40.9% 1,255 $361K
Nvest Financial, LLC 0.15% New 1,250 $360K
Plan Group Financial, LLC 0.09% New 1,249 $360K
Aire Advisors, LLC 0.07% Add +0.4% 1,248 $359K
Csenge Advisory Group 0.02% Reduce -55.0% 1,242 $358K
Ballentine Partners, LLC 0.01% No change 1,241 $357K
Avaii Wealth Management, LLC 0.13% Reduce -1.0% 1,240 $357K
Pines Wealth Management, LLC 0.11% New 1,235 $355K
HM Payson & Co. 0.01% No change 1,233 $355K
AlphaStar Capital Management, LLC 0.03% Reduce -4.3% 1,230 $354K
KMG Fiduciary Partners, LLC 0.03% Reduce -12.1% 1,226 $353K
Atlantic Union Bankshares Corp 0.01% Add +0.3% 1,224 $352K
Summit Asset Management, LLC 0.05% Add +2.4% 1,223 $352K
Crestwood Advisors Group, LLC 0.01% No change 1,222 $352K
Fiera Capital Corp 0.00% No change 1,217 $350K
Panoramic Investment Advisors, LLC 0.19% Add +0.6% 1,217 $350K
Summit Financial Strategies, Inc. 0.03% Reduce -2.1% 1,214 $349K
River Wealth Advisors LLC 0.04% No change 1,213 $349K
DF Dent & Co. Inc. 0.01% No change 1,204 $347K
Shepherd Financial Partners LLC 0.03% No change 1,201 $346K
Hobart Private Capital, LLC 0.07% Reduce -0.9% 1,199 $345K
Monetary Solutions, Ltd 0.34% — 1,198 $345K
GSG Advisors LLC 0.09% No change 1,194 $344K
Redwood Financial Network Corp 0.22% Reduce -10.6% 1,194 $344K
Keybank National Association 0.00% Reduce -6.5% 1,193 $343K
Kestra Investment Management, LLC 0.01% New 1,193 $343K
First Bancorp, Inc 0.18% No change 1,175 $338K
Harmony Asset Management LLC 0.11% No change 1,175 $338K
Octavia Wealth Advisors, LLC 0.03% Reduce -4.3% 1,174 $338K
Peterson Wealth Advisors, LLC 0.04% New 1,173 $338K
HighPoint Advisor Group LLC 0.01% New 1,172 $337K
Insight Advisors, LLC/ PA 0.05% Add +0.3% 1,168 $336K
Berger Financial Group, Inc 0.02% Add +0.8% 1,168 $336K
Chicago Partners Investment Group LLC 0.01% Add +0.3% 1,140 $334K
Signature Equity Partners, LLC 0.18% — 1,155 $332K
Mosaic Financial Group, LLC 0.23% No change 1,154 $332K
Medallion Wealth Advisors, LLC 0.11% No change 1,145 $330K
Salem Investment Counselors Inc. 0.01% Reduce -0.1% 1,139 $328K
Fearless Solutions, LLC dba Best Invest 0.20% No change 1,136 $327K
Thoroughbred Financial Services, LLC 0.02% No change 1,133 $326K
ALM First Financial Advisors, LLC 0.06% No change 1,389 $326K
Ballew Advisors, Inc 0.18% No change 1,115 $325K
Coastal Bridge Advisors, LLC 0.02% Add +0.2% 1,127 $324K
Compass Advisory Group LLC 0.09% Add +0.6% 1,127 $324K
Salus Financial Advisors, LLC 0.19% No change 1,126 $324K
Evolution Wealth Advisors, LLC 0.03% No change 1,125 $324K
Apella Capital, LLC 0.01% Add +2.9% 1,124 $324K
Glass Jacobson Investment Advisors llc 0.12% Reduce -20.3% 1,124 $324K
Guardian Asset Advisors, LLC 0.17% Reduce -0.3% 1,120 $323K
Rothschild Investment LLC 0.02% No change 1,119 $322K
Canvas Wealth Advisors, LLC 0.05% No change 1,115 $321K
Acorn Wealth Advisors, LLC 0.10% Reduce -66.6% 1,115 $321K
Geneos Wealth Management Inc. 0.01% Add +11.7% 1,112 $320K
Keystone Financial Group 0.02% No change 1,109 $319K
Matrix Private Capital Group LLC 0.16% Add +5.1% 1,106 $318K
Fort Sheridan Advisors LLC 0.04% Reduce -1.5% 1,104 $318K
Strategic Blueprint, LLC 0.02% Reduce -1.6% 1,103 $317K
Greenhouse Wealth Management, LLC 0.19% Add +0.6% 1,101 $317K
Prudent Investors Network, Inc. 0.07% Reduce -1.4% 1,100 $317K
Private Advisory Group LLC 0.02% No change 1,098 $316K
Aspiriant, LLC 0.01% Add +18.8% 1,092 $314K
Park Edge Advisors, LLC 0.07% No change 1,091 $314K
Black Diamond Financial, LLC 0.03% New 1,091 $314K
Procyon Advisors, LLC 0.02% Add +38.2% 1,086 $313K
Legacy Edge Advisors, LLC 0.03% No change 1,085 $312K
Carson Advisory Inc. 0.16% Add +1.0% 1,080 $311K
Ironsides Asset Advisors, LLC 0.08% No change 1,075 $309K
1900 Wealth Management LLC 0.02% No change 1,074 $309K
Ifrah Financial Services, Inc. 0.08% New 1,069 $308K
Evanson Asset Management, LLC 0.02% Add +0.3% 1,064 $306K
Compass Financial Group, INC 0.04% Add +6.5% 1,064 $306K
Passive Capital Management, LLC. 0.10% No change 1,063 $306K
Peregrine Asset Advisers, Inc. 0.09% No change 1,062 $306K
Ashton Thomas Private Wealth, LLC 0.01% New 1,061 $305K
Callahan Advisors, LLC 0.03% No change 1,061 $305K
Mitchell McLeod Pugh & Williams Inc. 0.04% No change 1,044 $304K
ProVise Management Group, LLC 0.02% No change 1,055 $304K
BLB&B Advisors, LLC 0.01% Reduce -12.8% 1,052 $303K
Upper Left Wealth Management, LLC 0.18% No change 1,050 $302K
Winebrenner Capital Management LLC 0.20% Add +0.2% 1,048 $302K
Harbor Investment Advisory, LLC 0.02% No change 1,046 $301K
TD Private Client Wealth LLC 0.01% Add +4.7% 1,044 $301K
Ellis Investment Partners, LLC 0.05% Add +0.5% 1,040 $299K
Appleton Partners Inc. 0.02% Reduce -4.6% 1,040 $299K
Pacific Asset Management, LLC 0.18% No change 1,038 $299K
Chesley Taft & Associates LLC 0.01% No change 1,037 $299K
Parr McKnight Wealth Management Group, LLC 0.04% Add +0.1% 1,036 $298K
Bridgewater Advisors Inc. 0.02% Reduce -5.8% 1,010 $297K
Earned Wealth Advisors, LLC 0.02% New 1,032 $297K
Faithward Advisors, LLC 0.04% Add +0.6% 1,030 $297K
Rossmore Private Capital 0.03% No change 1,025 $295K
W1M Asset Management Ltd 0.00% New 1,025 $295K
Gainplan LLC 0.11% New 1,024 $295K
MN Wealth Advisors, LLC 0.15% Add +0.4% 1,023 $295K
Lansing Street Advisors 0.08% Add +0.6% 1,018 $293K
Mission Creek Capital Partners, Inc. 0.06% Reduce -2.9% 1,013 $292K
Investment Planning Advisors, Inc. 0.08% New 1,002 $288K
Wilson & Boucher Capital Management, LLC 0.19% No change 1,000 $288K
KLCM Advisors, Inc. 0.02% New 1,000 $288K
Leo Wealth, LLC 0.02% New 995 $287K
Rhodes Investment Advisors Inc. 0.23% — 987 $284K
Franklin Resources Inc. 0.00% Add +5.9% 987 $284K
Sonata Capital Group Inc. 0.10% No change 985 $284K
Trilogy Capital Inc. 0.01% Reduce -23.2% 985 $284K
Fairvoy Private Wealth, LLC 0.06% No change 971 $280K
Pinnacle Wealth Management Advisory Group, LLC 0.02% No change 967 $278K
Westfuller Advisors, LLC 0.11% Reduce -7.0% 962 $277K
Midwest Trust Co 0.00% Reduce -17.5% 961 $277K
Miller Financial Services LLC 0.32% Add +0.1% 958 $276K
RVW Wealth, LLC 0.02% No change 957 $275K
CoreCap Advisors, LLC 0.01% Reduce -26.6% 952 $274K
Capital Square, LLC 0.14% Add +2.5% 952 $274K
Journey Advisory Group, LLC 0.02% Reduce -10.4% 951 $274K
Tme Financial, Inc. 0.19% Reduce -19.7% 943 $271K
Americana Partners, LLC 0.01% Reduce -6.6% 943 $271K
Moseley Investment Management Inc. 0.08% Reduce -3.6% 938 $270K
Smith, Moore & Co. 0.02% Reduce -5.2% 938 $270K
Jim Saulnier & Associates, LLC 0.14% Add +0.3% 937 $270K
American National Bank & Trust 0.03% Reduce -5.6% 935 $269K
McAdam, LLC 0.01% Reduce -0.3% 934 $269K
D.B. Root & Company, LLC 0.07% No change 932 $268K
Signaturefd, LLC 0.00% Reduce -2.7% 931 $268K
JB Capital LLC 0.01% Reduce -5.0% 928 $267K
NorthCoast Asset Management LLC 0.01% Reduce -82.7% 927 $267K
Spirepoint Private Client, LLC 0.03% No change 925 $266K
Lynx Investment Advisory 0.14% Add +0.6% 922 $266K
Richmond Investment Services, LLC 0.05% Add +2.1% 917 $264K
Mesirow Financial Investment Management, Inc. 0.01% No change 913 $263K
Glen Eagle Advisors, LLC 0.04% Add +7.5% 912 $263K
Tsfg, LLC 0.04% Add +0.1% 911 $262K
Castle Rock Wealth Management, LLC 0.06% Add +0.2% 910 $260K
Trek Financial, LLC 0.02% No change 903 $260K
Seamount Financial Group Inc. 0.12% Add +0.6% 900 $259K
Calamos Wealth Management LLC 0.01% No change 899 $259K
Planned Solutions, Inc. 0.08% No change 895 $258K
Rockland Trust Co. 0.01% No change 894 $257K
NavPoint Financial, Inc. 0.11% Add +0.7% 894 $257K
Sankala Group LLC 0.21% — 869 $257K
Venture Visionary Partners LLC 0.01% No change 887 $255K
Baker Avenue Asset Management, LP 0.01% New 881 $254K
TBH Global Asset Management, LLC 0.04% New 748 $254K
Calder Financial LLC 0.25% — 879 $253K
American Institute for Advanced Investment Management, LLP 0.16% No change 876 $252K
LOM Asset Management Ltd 0.07% No change 876 $252K
Advisor OS, LLC 0.02% Reduce -1.6% 871 $251K
Financial Partners Group, Inc 0.03% Add +0.1% 868 $249K
Hardin Capital Partners, LLC 0.12% No change 865 $249K
Lodestar Private Asset Management LLC 0.02% Reduce -2.6% 858 $247K
Naples Global Advisors, LLC 0.02% No change 850 $245K
MRWM Advisors, LLC 0.13% No change 847 $244K
Red Door Wealth Management, LLC 0.03% Add +0.2% 844 $243K
Greenline Partners, LLC 0.03% No change 844 $243K
Columbia Asset Management 0.04% No change 840 $242K
True Link Financial Advisors, LLC 0.01% New 839 $242K
Advisory Alpha, LLC 0.01% Add +0.1% 837 $241K
Prosperity Consulting Group, LLC 0.01% New 833 $240K
Verus Capital Partners, LLC 0.02% New 830 $239K
Kavar Capital Partners Group, LLC 0.03% No change 825 $237K
Teamwork Financial Advisors, LLC 0.03% New 825 $237K
Next Level Private LLC 0.06% Add +0.6% 823 $237K
Golden Reserve Retirement LLC 0.04% New 820 $236K
LifeSteps Financial, Inc. 0.15% Reduce -8.0% 818 $235K
Resolute Advisors LLC 0.08% Add +0.5% 814 $234K
Beacon Capital Management, LLC 0.04% Reduce -2.6% 812 $234K
Kera Capital Partners, Inc. 0.03% No change 808 $232K
Physician Wealth Advisors, Inc. 0.03% Reduce -3.7% 806 $232K
Neuberger Berman Group LLC 0.00% Reduce -82.3% 806 $232K
Activest Wealth Management 0.04% No change 802 $231K
EJMK Ventures LLC 0.14% — 800 $230K
TCV Trust & Wealth Management, Inc. 0.02% No change 800 $230K
Foronjy Financial LLC 0.10% Reduce -4.4% 799 $230K
LaSalle St. Investment Advisors, LLC 0.04% New 800 $230K
Next Level Wealth Planning, LLC 0.12% Add +0.4% 794 $229K
Novem Group 0.03% Reduce -26.7% 794 $228K
Ritholtz Wealth Management 0.00% Add +0.8% 792 $228K
Sterling Investment Counsel, LLC 0.07% No change 790 $227K
Evercore Wealth Management, LLC 0.00% No change 788 $227K
Bayban 0.20% — 787 $227K
Dopkins Wealth Management, LLC 0.09% No change 786 $226K
Weatherly Asset Management L. P. 0.02% No change 784 $226K
Bay Capital Advisors, LLC 0.14% Add +0.1% 780 $224K
Bravias Capital Group, LLC 0.14% Add +0.5% 778 $224K
Centric Wealth Management 0.05% No change 775 $224K
MKT Advisors LLC 0.08% No change 774 $223K
Compound Planning, Inc. 0.01% New 774 $223K
Optima Capital LLC 0.10% Reduce -36.4% 766 $220K
AdvisorNet Financial, Inc 0.01% Reduce -7.3% 765 $220K
Sawgrass Asset Management LLC 0.03% New 765 $220K
Colonial Trust Co / SC 0.03% No change 764 $220K
Comprehensive Financial Consultants Institutional, Inc. 0.07% Reduce -15.8% 762 $219K
Hudson Capital Management LLC 0.06% New 762 $219K
A. D. Beadell Investment Counsel, Inc. 0.14% New 760 $219K
First National Trust Co 0.01% New 758 $218K
Quotient Wealth Partners, LLC 0.01% New 757 $218K
Private Management Group Inc. 0.01% New 757 $218K
Evolve Private Wealth, LLC 0.01% — 754 $217K
Aurora Private Wealth, Inc. 0.14% — 755 $217K
Pasadena Private Wealth, LLC 0.03% New 751 $216K
Bluespring Wealth Management, LLC 0.02% New 750 $216K
UMB Bank, n.a. 0.00% Add +46.6% 746 $215K
Bluedoor Private Wealth, LLC 0.10% — 740 $213K
Heritage Trust Co 0.02% New 740 $213K
Sei Investments Co. 0.00% New 739 $213K
Atticus Wealth Management, LLC 0.05% New 739 $213K
Ritter Daniher Financial Advisory LLC / DE 0.04% Reduce -5.4% 736 $212K
QRG Capital Management, Inc. 0.00% New 734 $211K
Golden State Wealth Management, LLC 0.02% No change 731 $210K
Riverpoint Wealth Management Holdings, LLC 0.05% New 731 $210K
StoneX Group Inc. 0.01% Reduce -54.3% 729 $210K
Florida Financial Advisors, LLC 0.06% Reduce -36.4% 730 $210K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 728 $210K
First Financial Bankshares Inc 0.00% New 726 $209K
Johnson Bixby & Associates, LLC 0.03% New 725 $209K
Flagship Private Wealth, LLC 0.08% Reduce -48.9% 721 $208K
Equitable Trust Co. 0.01% New 718 $207K
BlueStem Wealth Partners, LLC 0.02% Reduce -15.9% 716 $206K
Briaud Financial Planning Inc 0.05% New 716 $206K
Linscomb Wealth, Inc. 0.01% New 714 $206K
First American Trust, FSB 0.01% New 710 $204K
Bell Bank 0.01% New 710 $204K
Point72 Asset Management 0.00% New 709 $204K
Strategic Wealth Advisors LLC 0.17% — 710 $204K
Cypress Wealth Services, LLC 0.03% New 708 $204K
MBL Wealth, LLC 0.02% New 707 $204K
Quartz Partners, LLC 0.08% Reduce -33.9% 705 $203K
NorthRock Partners, LLC 0.00% Reduce -67.2% 704 $203K
Poehling Capital Management, INC. 0.04% New 700 $201K
VeraBank, N.A. 0.04% New 700 $201K
Shelton Wealth Management, LLC 0.09% New 698 $201K
Dunhill Financial, LLC 0.06% Reduce -84.1% 697 $201K
Somerset Trust Co 0.06% New 697 $201K
Plante Moran Financial Advisors, LLC 0.01% No change 674 $194K
International Assets Investment Management, LLC 0.01% Reduce -31.3% 652 $188K
Steigerwald, Gordon & Koch Inc. 0.02% Add +5.5% 636 $183K
Progressive Investment Management Corp 0.04% No change 600 $173K
Missouri Trust & Investment Co 0.05% No change 572 $165K
Godfrey Financial Associates, Inc. 0.14% — 570 $164K
S.A. Mason LLC 0.06% No change 564 $162K
Brown Brothers Harriman & Co. 0.00% No change 558 $161K
Smartleaf Asset Management LLC 0.01% Add +22.4% 551 $160K
Rice Partnership, LLC 0.02% No change 548 $158K
Sunrise Financial Services, LLC 0.12% — 545 $157K
Stelac Advisory Services LLC 0.05% Reduce -61.8% 531 $153K
Armor Investment Advisors, LLC 0.05% No change 517 $149K
Heritage Wealth Advisors 0.01% No change 512 $147K
Ramirez Asset Management, Inc. 0.02% No change 510 $147K
Orion Capital Management LLC 0.05% No change 500 $144K
SageView Advisory Group, LLC 0.00% New 494 $142K
Blue Trust, Inc. 0.00% No change 494 $142K
Larson Financial Group LLC 0.00% No change 478 $138K
2UniFi Bank 0.06% No change 470 $135K
Solstein Capital, LLC 0.05% No change 470 $135K
Vermillion Wealth Management, Inc. 0.05% Add +0.2% 463 $133K
EPG Wealth Management LLC 0.04% Reduce -11.6% 452 $130K
Adkins Seale Capital Management LLC 0.13% — 442 $127K
Sterling Capital Management LLC 0.00% New 438 $126K
Hazlett, Burt & Watson, Inc. 0.04% Add +8.2% 435 $125K
Key Financial Inc 0.02% Add +2.4% 431 $124K
Murphy & Mullick Capital Management Corp 0.09% No change 426 $123K
Montag A & Associates Inc. 0.01% Add +28.4% 420 $121K
Archer Investment Corp 0.03% Add +0.2% 419 $121K
Hurley Capital, LLC 0.07% Add +0.2% 418 $120K
Fairscale Capital, LLC 0.08% Add +5.4% 408 $117K
Basso Capital Management, L.P. 0.07% No change 398 $115K
Vestor Capital, LLC 0.01% Reduce -22.4% 520 $114K
SG Americas Securities, LLC 0.00% No change 390 $112K
Davis Capital Management 0.08% No change 380 $109K
Jackson, Grant Investment Advisers, Inc. 0.04% No change 376 $108K
Washington Trust Advisors, Inc. 0.01% No change 376 $108K
NBT Bank, N.A. 0.01% Add +10.8% 288 $100K
Cranbrook Wealth Management, LLC 0.02% No change 340 $98K
Lanark Financial, Inc. 0.01% No change 340 $98K
Wilmington Savings Fund Society, FSB 0.00% Reduce -78.4% 332 $96K
Sittner & Nelson, LLC 0.03% No change 327 $95K
Cape Investment Advisory, Inc. 0.03% Add +112.9% 330 $95K
Piscataqua Savings Bank 0.07% No change 329 $95K
Private Wealth Asset Management, LLC 0.01% No change 327 $94K
Aviso Financial Inc. 0.00% Reduce -81.8% 322 $93K
Horizon Bancorp Inc. 0.04% No change 319 $92K
Global Wealth Strategies & Associates 0.02% No change 319 $92K
Abound Wealth Management 0.02% Add +0.3% 314 $90K
Y.D. More Investments Ltd 0.00% No change 310 $89K
Holos Integrated Wealth LLC 0.05% No change 308 $89K
High Point Wealth Management, LLC 0.09% — 309 $89K
Resources Management Corp. /CT/ 0.01% Reduce -4.6% 309 $89K
Parkside Financial Bank & Trust 0.01% No change 308 $89K
Clean Yield Group 0.02% No change 300 $86K
Hartford Financial Management Inc. 0.02% No change 300 $86K
Laurel Wealth Advisors LLC 0.01% New 300 $86K
Citizens National Bank Trust Department 0.01% No change 298 $86K
Biltmore Family Office, LLC 0.01% New 290 $83K
Triumph Capital Management 0.02% New 289 $83K
Nvwm, LLC 0.02% No change 275 $79K
Bogart Wealth, LLC 0.00% No change 275 $79K
SOA Wealth Advisors, LLC. 0.01% Add +0.8% 267 $77K
Founders Capital Management 0.04% No change 259 $75K
Allspring Global Investments Holdings, LLC 0.00% No change 260 $74K
Pflug Koory, LLC 0.03% No change 257 $74K
Front Row Advisors LLC 0.02% Add +56.3% 250 $72K
Crewe Advisors LLC 0.01% No change 250 $72K
City Holding Co. 0.01% No change 248 $71K
Alexis Investment Partners, LLC 0.03% No change 240 $69K
Flagship Wealth Advisors, LLC 0.02% No change 240 $69K
Trifecta Capital Advisors, LLC 0.01% No change 238 $69K
Compass Financial Services Inc 0.03% Reduce -10.3% 234 $67K
Ankerstar Wealth, LLC 0.07% — 227 $65K
Atlantic Edge Private Wealth Management, LLC 0.02% Reduce -30.8% 225 $65K
Estate Planners Group, LLC 0.03% — 220 $63K
Strategic Wealth Partners, Ltd. 0.00% Add +29.9% 217 $63K
Robinswood Financial LLC 0.02% No change 214 $62K
Sound Income Strategies, LLC 0.00% Add +263.2% 207 $60K
Strive Financial Group ,LLC 0.03% — 200 $58K
MCF Advisors LLC 0.00% No change 200 $58K
Running Point Capital Advisors, LLC 0.02% No change 198 $57K
REAP Financial Group, LLC 0.01% New 196 $56K
Spirit of America Management Corp. 0.01% Reduce -70.9% 192 $56K
Tripletail Wealth Management, LLC 0.07% No change 193 $56K
Cornerstone Financial Management LLC 0.05% — 182 $52K
Lodestone Wealth Management LLC 0.02% New 181 $52K
Sunbelt Securities, Inc. 0.00% Add +0.6% 179 $51K
KERR FINANCIAL PLANNING Corp 0.07% Add +100.0% 180 $51K
Trust Co. of Toledo NA 0.01% No change 175 $50K
Private Trust Co. NA 0.00% No change 169 $49K
Evolution Wealth Management Inc. 0.04% Reduce -62.9% 168 $48K
Princeton Global Asset Management LLC 0.01% Reduce -17.5% 165 $47K
Bullock Wealth Management Group 0.02% — 165 $47K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 160 $46K
Roble, Belko & Company, Inc 0.01% Add +3.2% 160 $46K
Tidemark, LLC 0.01% No change 156 $45K
Align Financial, LLC 0.03% — 44,342 $44K
Maryland Capital Advisors Inc. 0.01% Add +0.7% 154 $44K
Inlight Wealth Management, LLC 0.02% No change 152 $44K
Pinnacle Wealth Planning Services, Inc. 0.00% New 152 $44K
Your Advocates Ltd., LLP 0.01% Add +0.7% 152 $44K
Hilltop National Bank 0.01% Reduce -1.3% 151 $43K
Seneschal Advisors, LLC 0.03% No change 150 $43K
Eastern Bank 0.00% Reduce -53.0% 148 $43K
Duncker Streett & Co. Inc. 0.01% No change 142 $41K
Deutsche Bank AG 0.00% No change 140 $40K
MPWM Advisory Solutions, LLC 0.02% No change 133 $38K
Banque Cantonale Vaudoise 0.00% Reduce -19.6% 131 $38K
Woodside Wealth Management LLC 0.03% No change 132 $38K
Roxbury Financial LLC 0.03% No change 130 $38K
Valley National Advisers Inc. 0.01% Add +263.9% 131 $37K
Costello Asset Management, INC 0.01% No change 128 $37K
Root Financial Partners, LLC 0.00% New 127 $37K
Atwood & Palmer Inc. 0.00% No change 121 $35K
Scarborough Advisors, LLC 0.01% Add +0.8% 119 $34K
SouthState Bank Corp 0.00% Add +3.6% 116 $33K
Monetary Management Group Inc. 0.01% No change 115 $33K
Security National Bank 0.00% No change 114 $33K
Qube Research & Technologies Ltd 0.00% Reduce -97.2% 114 $33K
Paladin Advisory Group, LLC 0.02% Reduce -44.0% 112 $32K
Proathlete Wealth Management LLC 0.01% Add +2625.0% 109 $31K
LM Advisors LLC 0.12% Reduce -71.8% 8,957 $31K
NFSG Corp 0.00% Add +162.5% 105 $30K
Rakuten Securities, Inc. 0.01% Reduce -31.6% 104 $30K
Smithfield Trust Co 0.00% No change 100 $29K
Lavaca Capital LLC 0.00% No change 100 $29K
Investors Research Corp 0.01% Reduce -49.0% 99 $28K
Empirical Asset Management, LLC 0.01% No change 20,840 $26K
BankPlus Trust Department 0.01% No change 91 $26K
Rialto Wealth Management, LLC 0.01% No change 83 $24K
JDM Financial Group LLC 0.01% No change 80 $23K
Bfsg, LLC 0.00% No change 80 $23K
Legacies Wealth LLC 0.01% No change 75 $22K
Tradewinds Capital Management, LLC 0.00% No change 75 $22K
Boyd Watterson Asset Management LLC 0.01% No change 73 $21K
Tower View Wealth Management LLC 0.01% Reduce -8.0% 69 $20K
ORG Partners LLC 0.00% Reduce -4.2% 69 $20K
United Community Bank 0.01% No change 66 $19K
Mascoma Wealth Management LLC 0.00% No change 65 $19K
Country Trust Bank 0.00% No change 64 $18K
Garton & Associates Financial Advisors LLC 0.01% — 62 $18K
Beacon Financial Strategies CORP 0.01% New 61 $18K
CNB Bank 0.01% No change 56 $16K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% — 55 $16K
Elevate Wealth Advisory, Inc. 0.01% No change 53 $15K
EFG International AG 0.00% — 53 $15K
Strategic Advocates LLC 0.00% Add +940.0% 52 $15K
Caitlin John, LLC 0.01% No change 52 $15K
Horizons Wealth Management 0.01% No change 50 $14K
Gables Capital Management Inc. 0.01% No change 50 $14K
Financial Management Professionals, Inc. 0.00% New 50 $14K
Aventura Private Wealth, LLC 0.00% No change 46 $13K
Quadrant Capital Group LLC 0.00% New 45 $13K
Anfield Capital Management, LLC 0.00% No change 45 $13K
Providence Capital Advisors, LLC 0.00% New 45 $13K
Beaird Harris Wealth Management, LLC 0.00% No change 43 $12K
Marshall & Sterling Wealth Advisors Inc. 0.01% Add +13.5% 42 $12K
Peachtree Investment Partners, LLC 0.00% No change 41 $12K
Wealth Preservation Advisors, LLC 0.01% No change 40 $12K
Howe & Rusling Inc. 0.00% No change 40 $12K
Bay Harbor Wealth Management, LLC 0.00% No change 39 $11K
Hantz Financial Services, Inc. 0.00% Reduce -11.9% 37 $11K
Kohmann Bosshard Financial Services, LLC 0.00% New 38 $11K
Vermillion & White Wealth Management Group, LLC 0.01% No change 38 $11K
IFC & Insurance Marketing, Inc. 0.01% — 33 $10K
Frazier Financial Advisors, LLC 0.01% No change 33 $10K
YANKCOM Partnership 0.00% No change 30 $9K
Barrett & Company, Inc. 0.00% No change 29 $8K
Private Wealth Management Group, LLC 0.00% No change 29 $8K
Cresta Advisors, Ltd. 0.00% New 28 $8K
DiNuzzo Private Wealth, Inc. 0.00% No change 26 $7K
Accordant Advisory Group Inc 0.01% No change 25 $7K
SJS Investment Consulting Inc. 0.00% No change 25 $7K
Nova Wealth Management, Inc. 0.00% Reduce -82.6% 25 $7K
Crews Bank & Trust 0.00% No change 25 $7K
Camelot Portfolios, LLC 0.00% New 24 $7K
Dogwood Wealth Management LLC 0.00% No change 24 $7K
Versant Capital Management, Inc 0.00% No change 24 $7K
PFS Partners, LLC 0.00% New 22 $6K
Silicon Valley Capital Partners 0.00% No change 21 $6K
Coston, McIsaac & Partners 0.00% No change 24 $6K
Nemes Rush Group LLC 0.00% No change 20 $6K
Global Trust Asset Management, LLC 0.00% No change 19 $6K
Gen-Wealth Partners Inc 0.00% No change 18 $5K
Evermay Wealth Management LLC 0.00% Add +0.0% 17 $5K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -100.0% 15 $4K
First Horizon Corp. 0.00% No change 13 $4K
Strengthening Families & Communities, LLC 0.00% Add +8.3% 13 $4K
McGuire Capital Advisors Inc. 0.00% — 11 $3K
Red Tortoise LLC 0.00% No change 10 $3K
Key Capital Management, INC 0.00% — 10 $3K
WFA of San Diego, LLC 0.00% Reduce -97.6% 10 $3K
WPG Advisers, LLC 0.00% New 9 $3K
Caldwell Sutter Capital, Inc. 0.00% New 9 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 8 $2K
Copia Wealth Management 0.00% New 7 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 6 $2K
DecisionPoint Financial, LLC 0.00% New 5 $1K
CrossGen Wealth, LLC 0.00% — 4 $1K
Angeles Wealth Management, LLC 0.00% No change 4 $1K
Quaker Wealth Management, LLC 0.00% Reduce -50.0% 4 $1K
Covestor Ltd 0.00% No change 3 $1K
Avion Wealth 0.00% No change 5 $1K
Evelyn Partners Investment Management LLP 0.00% No change 3 $864
Signature Resources Capital Management, LLC 0.00% No change 2 $576
First Pacific Financial 0.00% New 2 $576
Commonwealth Retirement Investments LLC 0.00% New 1 $170

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