Vanguard Health Care ETFVHTETF

13F holders, Q1 2026 (March 31)
1,095holders −41
58new positions
102sold out
5famous investors
$272.11avg. 13F price*

At the end of Q1 2026, 1,095 institutions reported holding Vanguard Health Care ETF (VHT) in their 13F filings, down 41 from Q4 2025. 58 opened new positions and 102 sold out. The largest holders were Bank of America Corp. ($466.4M), Morgan Stanley ($428.5M) and UBS Group AG ($327.6M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions58$46.5M
Exits102$73.7M

All 13F filers, Q4 2025 → Q1 2026: 848,691 shares bought and 1,590,209 shares sold, net −741,518 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,095 holders

Bank of America Corp. 0.03% Add +6.4% 1,712,696 $466.4M
Morgan Stanley 0.03% Reduce -2.6% 1,573,281 $428.5M
UBS Group AG 0.06% Reduce -13.4% 1,202,841 $327.6M
PGIM Custom Harvest LLC 3.76% Reduce -28.7% 883,217 $240.5M
Clal Insurance Enterprises Holdings Ltd 1.44% No change 873,000 $237.7M
LPL Financial LLC 0.06% Reduce -1.6% 793,109 $216.0M
Wells Fargo & Company 0.04% Reduce -4.7% 764,772 $208.3M
Everett Harris & Co. 2.55% Reduce -0.8% 726,205 $197.8M
Envestnet Asset Management Inc. 0.03% Add +1.8% 459,701 $125.2M
Royal Bank of Canada 0.02% Reduce -15.6% 411,076 $112.0M
Raymond James Financial Inc. 0.03% Reduce -1.0% 384,112 $104.6M
Cetera Investment Advisers 0.11% Reduce -2.8% 379,333 $103.3M
Beacon Capital Management, Inc. 5.40% Reduce -7.1% 352,404 $96.0M
Ameriprise Financial Inc. 0.02% Add +5.3% 347,137 $94.5M
Osaic Holdings, Inc. 0.10% Reduce -1.9% 255,829 $69.7M
Northwestern Mutual Wealth Management Co. 0.04% Reduce -13.7% 253,661 $69.1M
JPMorgan Chase & Co. 0.00% Add +0.1% 218,631 $58.2M
Stifel Financial Corp. 0.05% Add +0.5% 209,756 $57.1M
Steward Partners Investment Advisory, LLC 0.29% Add +2.8% 207,505 $56.5M
Commonwealth Equity Services, LLC 0.08% Reduce -3.4% 199,085 $54.2M
MAI Capital Management 0.29% Add +3.9% 185,985 $50.6M
Invictus Private Wealth, LLC 2.98% Add +2.5% 177,171 $48.2M
Allied Investment Advisors, LLC 6.70% Add +2.6% 171,706 $46.8M
PNC Financial Services Group, Inc. 0.02% Reduce -0.1% 141,121 $38.4M
Focus Partners Wealth 0.04% Add +2.4% 140,010 $38.1M
Cambridge Investment Research Advisors, Inc. 0.10% Reduce -29.8% 136,583 $37.2M
Janney Montgomery Scott LLC 0.09% Reduce -14.1% 134,615 $36.7M
Lido Advisors, LLC 0.14% Add +8.6% 126,729 $34.5M
Armstrong Advisory Group, Inc. 2.13% Reduce -6.0% 116,863 $31.8M
Truist Financial Corp. 0.04% Add +10.9% 107,069 $29.2M
Agf Management Ltd. 0.13% Reduce -1.9% 106,940 $29.1M
MML Investors Services, LLC 0.08% Reduce -12.1% 106,361 $29.0M
National Bank of Canada 0.03% Add +538.4% 105,945 $28.9M
Mercer Global Advisors Inc. 0.04% Reduce -8.7% 100,426 $27.3M
Peapack Gladstone Financial Corp. 0.35% Add +0.3% 99,933 $27.2M
Rockefeller Capital Management L.P. 0.05% Reduce -0.3% 97,971 $26.7M
Potomac Fund Management Inc. 0.86% Add +14.2% 91,100 $24.8M
Capital Advantage, Inc. 3.17% Add +1.2% 89,063 $24.3M
Ameritas Advisory Services, LLC 0.94% Reduce -5.1% 88,637 $24.1M
M&T Bank Corp 0.08% Reduce -7.9% 88,474 $24.1M
First Manhattan Co. Llc. 0.07% Reduce -0.7% 87,532 $23.8M
Wheelhouse Advisory Group LLC 7.69% Add +2.2% 85,250 $23.2M
Creative Planning 0.02% Add +4.1% 83,244 $22.7M
Captrust Financial Advisors 0.04% Add +2.2% 83,199 $22.7M
Cerity Partners LLC 0.03% Add +14.5% 80,981 $22.1M
Jones Financial Companies LLLP 0.01% Add +13.5% 81,872 $21.7M
Mariner, LLC 0.02% Reduce -1.7% 76,278 $20.8M
Stratos Wealth Partners, LTD. 0.20% Reduce -1.9% 64,364 $17.5M
Chai Trust Co. LLC 1.48% No change 64,079 $17.5M
Main Management LLC 1.22% Reduce -7.4% 61,727 $16.8M
Goldman Sachs Group Inc. 0.00% Add +19.2% 59,608 $16.2M
WBH Advisory Inc. 1.21% Reduce -5.5% 58,724 $16.1M
Kestra Advisory Services, LLC 0.06% Add +39.6% 59,080 $16.1M
Principal Securities, Inc. 0.23% Add +2.6% 57,682 $15.7M
Lakeshore Financial Planning, Inc. 5.59% Add +0.8% 56,591 $15.4M
Morningstar Investment Management LLC 0.95% Add +22.5% 56,514 $15.4M
Evergreen Capital Management LLC 0.33% Add +2.6% 56,429 $15.4M
HighTower Advisors, LLC 0.02% Add +1.9% 55,648 $15.2M
Baird Financial Group, Inc. 0.02% Add +20.6% 55,119 $15.0M
Marotta Asset Management 2.70% Reduce -9.0% 53,346 $14.6M
KCM Investment Advisors LLC 0.49% Reduce -3.2% 53,633 $14.6M
Cedar Mountain Advisors, LLC 2.76% Reduce -0.8% 51,873 $14.1M
Bank of Montreal 0.01% Add +7.5% 51,500 $14.0M
Integrated Wealth Concepts LLC 0.11% Add +219.7% 48,406 $13.2M
FMR LLC 0.00% Add +9.8% 45,987 $12.5M
Johnson Investment Counsel Inc. 0.10% Add +0.7% 45,547 $12.4M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -14.5% 49,639 $12.1M
Titleist Asset Management, LLC 0.90% Add +1.2% 43,714 $11.9M
Adaptive Financial Consulting, LLC 4.55% Add +2.8% 43,668 $11.9M
Private Advisor Group, LLC 0.06% Reduce -1.7% 43,430 $11.8M
Fifth Third Bancorp 0.02% Add +116.7% 43,124 $11.7M
Corient Private Wealth LP 0.02% Reduce -0.1% 43,907 $11.5M
Ballast, Inc. 2.53% Add +2.0% 40,198 $10.9M
MassMutual Private Wealth & Trust, FSB 0.30% Reduce -2.3% 40,116 $10.9M
Axxcess Wealth Management, LLC 0.35% Add +1.3% 40,040 $10.9M
SP Asset Management LLC 0.96% Add +21.8% 39,969 $10.9M
Atlas Legacy Advisors, LLC 1.99% Reduce -0.3% 39,913 $10.9M
New England Private Wealth Advisors LLC 1.19% Add +0.7% 37,948 $10.3M
Southern Capital Services Inc. 6.43% Reduce -1.8% 36,754 $10.0M
TrueWealth Financial Partners 3.98% New 36,638 $10.0M
DMKC Advisory Services, LLC 4.04% Add +8.5% 35,613 $9.7M
Focus Financial Network, Inc. 0.34% Reduce -6.5% 35,264 $9.6M
Polianta Ltd 1.24% New 34,200 $9.3M
Paragon Financial Partners, Inc. 5.26% Add +13.1% 33,343 $9.3M
Trust Co. of Oklahoma 2.67% Add +3.1% 33,643 $9.2M
Royal Fund Management, LLC 0.87% Add +6.2% 33,121 $9.0M
Merit Financial Group, LLC 0.07% Add +6.5% 32,971 $9.0M
Empower Advisory Group, LLC 0.02% Add +1841.8% 32,699 $8.9M
Atlas Capital Advisors Inc. 0.99% Add +8.6% 31,836 $8.7M
Dakota Wealth Management 0.18% Reduce -0.3% 29,958 $8.2M
Geneva Partners, LLC 3.86% Reduce -17.9% 29,538 $8.0M
Calton & Associates, Inc. 1.12% Add +0.7% 28,488 $7.8M
McIlrath & Eck, LLC 0.57% Add +2.2% 28,076 $7.6M
Financial Management Network Inc. 1.14% Reduce -1.9% 26,873 $7.5M
Founders Grove Wealth Partners, LLC 1.68% Add +5.5% 27,121 $7.4M
Beacon Pointe Advisors, LLC 0.04% Reduce -8.8% 26,986 $7.3M
AQR Capital Management 0.00% Add +17.2% 26,231 $7.1M
Federation des caisses Desjardins du Quebec 0.03% Reduce -0.2% 26,184 $7.1M
AlphaCore Capital LLC 0.17% Reduce -13.3% 25,939 $7.1M
Bleakley Financial Group, LLC 0.11% Reduce -2.8% 25,704 $7.0M
EP Wealth Advisors, LLC 0.03% Reduce -3.7% 25,429 $6.9M
D.A. Davidson & Co. 0.04% Reduce -2.2% 25,308 $6.9M
Prasad Wealth Partners, LLC 1.88% Add +6.0% 25,308 $6.9M
White Lighthouse Investment Management Inc. 0.93% Add +1.1% 24,741 $6.7M
BTG Pactual Asset Management US LLC 0.66% Add +6.0% 24,642 $6.7M
IFP Advisors, Inc 0.14% Add +31.5% 24,575 $6.7M
Summit Wealth Group, LLC 1.53% Add +1.3% 24,506 $6.7M
Sharper & Granite LLC 2.28% Reduce -2.1% 24,460 $6.7M
Exchange Traded Concepts, LLC 0.05% Reduce -1.1% 24,317 $6.6M
Tudor Investment Corporation 0.04% Reduce -46.7% 24,229 $6.6M
Scotia Capital Inc. 0.03% Add +4.1% 24,134 $6.6M
J.W. Cole Advisors, Inc. 0.22% Add +0.6% 23,868 $6.5M
Richmond Brothers, Inc. 4.32% Reduce -2.3% 23,807 $6.5M
Waverly Advisors, LLC 0.05% Reduce -10.8% 23,580 $6.4M
Equitable Holdings, Inc. 0.04% Add +12.8% 22,283 $6.4M
Bailard, Inc. 0.15% Reduce -7.5% 23,241 $6.3M
Harbour Investments, Inc. 0.10% Add +23.7% 23,156 $6.3M
Apollon Financial, LLC 0.87% Reduce -0.1% 23,094 $6.3M
CVA Family Office, LLC 0.66% Reduce -9.6% 22,942 $6.2M
Safeguard Investment Advisory Group, LLC 1.69% Reduce -5.8% 22,518 $6.1M
Northern Trust Corp. 0.00% Add +1.6% 22,266 $6.1M
Susquehanna International Group, LLP 0.01% Add +238.8% 22,137 $6.0M
Allworth Financial LP 0.02% Reduce -0.1% 22,051 $6.0M
Trinity Legacy Partners, LLC 1.29% Add +10.4% 21,511 $6.0M
Madden Advisory Services, Inc. 2.28% Reduce -6.6% 21,211 $5.8M
Cornerstone Advisory, LLC 0.54% Reduce -0.4% 21,025 $5.7M
Sage Rhino Capital LLC 1.07% Add +9.4% 20,979 $5.7M
Chokshi & Queen Wealth Advisors, Inc 3.04% Reduce -1.9% 20,915 $5.7M
Quantinno Capital Management LP 0.01% Add +25.3% 20,853 $5.7M
Retirement Planning Group, LLC 0.18% Add +368.5% 20,768 $5.7M
Brown Advisory Inc. 0.01% Add +2.0% 20,405 $5.6M
Citadel Advisors 0.00% Add +13.1% 20,371 $5.5M
Citigroup Inc. 0.00% Reduce -0.5% 20,307 $5.5M
WESCAP Management Group, Inc. 1.09% Reduce -1.1% 20,259 $5.5M
Clearstead Advisors, LLC 0.05% Add +3.4% 20,121 $5.5M
Jmac Enterprises LLC 1.04% Add +1.9% 19,868 $5.4M
David Kennon Inc 1.94% Reduce -12.0% 19,831 $5.4M
Independent Advisor Alliance 0.06% New 19,772 $5.4M
Destination Wealth Management 0.14% Add +0.0% 19,363 $5.3M
Assetmark, Inc. 0.01% Add +42.6% 19,268 $5.2M
Allianz Asset Management GmbH 0.01% Add +26.7% 19,000 $5.2M
Anchor Investment Management, LLC 0.41% Add +4.7% 18,159 $4.9M
Robertson Stephens Wealth Management, LLC 0.14% Reduce -1.7% 18,040 $4.9M
Circle Wealth Management, LLC 0.07% Reduce -2.1% 17,581 $4.8M
NewEdge Advisors, LLC 0.02% Add +0.9% 17,067 $4.6M
Ami Investment Management Inc. 1.04% Add +1.9% 17,030 $4.6M
First PREMIER Bank 1.06% Reduce -2.0% 16,835 $4.6M
Webster Bank, N. A. 0.43% Add +1.8% 16,784 $4.6M
Sequoia Financial Advisors, LLC 0.03% Reduce -2.4% 16,695 $4.5M
Orion Porfolio Solutions, LLC 0.04% Reduce -23.0% 16,441 $4.5M
Onyx Bridge Wealth Group LLC 0.48% Reduce -0.6% 16,377 $4.5M
O'shaughnessy Asset Management, LLC 0.02% Add +16.7% 16,100 $4.4M
Gibraltar Capital Management, Inc. 0.76% Add +0.6% 16,095 $4.4M
Atria Investments, Inc 0.05% Reduce -2.8% 15,216 $4.1M
Paradigm Capital Management, LLC 3.83% Add +2.3% 15,176 $4.1M
HB Wealth Management, LLC 0.03% Reduce -3.9% 14,898 $4.1M
Washington Growth Strategies LLC 2.65% Reduce -3.8% 14,873 $4.1M
Wealthfront Advisers LLC 0.01% Add +4.2% 14,748 $4.0M
Guardian Wealth Management, LLC 1.19% Add +1.2% 14,457 $3.9M
Baron Financial Group, LLC 2.12% Reduce -0.1% 14,444 $3.9M
TD Waterhouse Canada Inc. 0.01% Add +12.7% 14,309 $3.9M
Tower Research Capital LLC (TRC) 0.10% Reduce -13.3% 14,415 $3.9M
Crestwood Advisors Group, LLC 0.07% Add +1078.4% 14,400 $3.9M
Concurrent Investment Advisors, LLC 0.04% Reduce -11.6% 13,956 $3.8M
Praetorian Wealth Management, Inc. 0.72% Reduce -2.0% 13,526 $3.8M
Thrivent Financial for Lutherans 0.01% Reduce -2.7% 13,757 $3.7M
GWN Securities Inc. 0.72% Add +1.2% 13,753 $3.7M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 13,537 $3.7M
Cornerstone Wealth Management, LLC 0.18% Add +7.7% 13,460 $3.7M
SBI Securities Co., Ltd. 0.10% Reduce -4.9% 13,391 $3.6M
Tranquilli Financial Advisor LLC 2.12% Reduce -6.4% 13,309 $3.6M
Visionary Wealth Advisors 0.16% Add +88.5% 13,307 $3.6M
Sound View Wealth Advisors Group, LLC 0.25% Reduce -2.3% 13,292 $3.6M
Penobscot Wealth Management 1.07% Add +4.7% 13,271 $3.6M
Park National Corp. 0.11% Reduce -9.0% 13,250 $3.6M
Creative Financial Designs Inc. 0.22% Add +1.5% 13,219 $3.6M
Blair William & Co. 0.01% Add +7.8% 13,166 $3.6M
Advisors Capital Management, LLC 0.04% Add +2.4% 13,024 $3.5M
Baker Ellis Asset Management LLC 0.42% Add +0.9% 12,937 $3.5M
CreativeOne Wealth, LLC 0.08% Reduce -22.6% 12,723 $3.5M
Hikari Tsushin, Inc. 0.23% Reduce -34.7% 12,409 $3.4M
Sigma Planning Corp 0.09% Reduce -3.9% 12,232 $3.3M
Gladstone Institutional Advisory LLC 0.12% Add +11.1% 12,154 $3.3M
Stonehage Fleming Financial Services Holdings Ltd 0.12% Add +70.2% 12,105 $3.3M
Fischer Financial Services, Inc. 1.10% Add +1.7% 12,042 $3.3M
Cora Capital Advisors LLC 1.07% No change 11,894 $3.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +288.3% 11,667 $3.2M
Westside Investment Management, Inc. 0.49% Reduce -0.7% 11,630 $3.2M
One Day In July LLC 0.25% Reduce -1.4% 11,582 $3.2M
RCW Management, LLC 3.18% Reduce -0.9% 11,384 $3.1M
Aspen Wealth Strategies, LLC 1.61% Add +3.4% 10,979 $3.0M
Bank of Nova Scotia 0.01% No change 10,947 $3.0M
IHT Wealth Management, LLC 0.07% Reduce -8.1% 10,839 $3.0M
Joule Financial, LLC 0.85% Add +1.4% 10,737 $2.9M
Raab & Moskowitz Asset Management LLC 0.65% Reduce -1.7% 10,655 $2.9M
Altura Wealth Advisors Inc. 1.22% Reduce -27.2% 10,273 $2.8M
Evoke Wealth, LLC 0.05% No change 10,200 $2.8M
Choate Investment Advisors 0.05% No change 10,018 $2.7M
CIBC Bancorp USA Inc. 0.00% — 9,894 $2.7M
U.S. Capital Wealth Advisors, LLC 0.07% Add +8.2% 9,637 $2.6M
Autumn Glory Partners, LLC 0.96% Add +12.0% 9,572 $2.6M
Valmark Advisers, Inc. 0.03% Reduce -3.2% 9,572 $2.6M
O'ROURKE & COMPANY, Inc 1.03% Reduce -2.0% 9,540 $2.6M
Financial Freedom, LLC 1.29% Add +0.8% 9,514 $2.6M
US Bancorp \de 0.00% Reduce -30.0% 9,317 $2.5M
CDKV Holdings LLC 2.23% Add +4.2% 9,311 $2.5M
Capital Analysts, LLC 0.07% Reduce -7.5% 9,232 $2.5M
Bokf, NA 0.04% Reduce -0.7% 9,091 $2.5M
Oppenheimer & Co. Inc. 0.03% Add +2.1% 9,082 $2.5M
Cresset Asset Management, LLC 0.01% Add +1.4% 9,081 $2.5M
Cassaday & Co Wealth Management LLC 0.05% Reduce -0.6% 9,048 $2.5M
World Investment Advisors 0.04% Add +0.3% 8,982 $2.4M
OneDigital Investment Advisors LLC 0.02% Add +1.1% 8,947 $2.4M
First Financial Corp. 0.96% Reduce -11.5% 8,935 $2.4M
North Forty Two & Co. 2.23% Add +2.3% 8,874 $2.4M
Artesa Financial Group, LLC 2.30% Reduce -2.0% 8,869 $2.4M
First Trust Advisors LP 0.00% Add +28.9% 8,866 $2.4M
Thayer Partners, LLC / MA 1.14% Add +3.1% 8,823 $2.4M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -30.9% 8,817 $2.4M
Arax Advisory Partners 0.07% Add +34.3% 8,776 $2.4M
Farther Finance Advisors, LLC 0.02% Reduce -0.3% 8,626 $2.4M
&partners 0.01% Add +2.5% 8,693 $2.4M
Institute for Wealth Management, LLC. 0.25% Add +13.5% 8,663 $2.4M
Adams Wealth Management 0.50% Reduce -0.6% 8,421 $2.3M
CacheTech Inc. 0.44% Reduce -0.6% 8,421 $2.3M
NORTHSTAR ASSET MANAGEMENT Co 0.51% Add +1.1% 8,390 $2.3M
Hilltop Holdings Inc. 0.21% Reduce -14.5% 8,374 $2.3M
Sovran Advisors, LLC 0.18% Add +5.7% 8,245 $2.2M
Cozad Asset Management Inc. 0.18% No change 8,234 $2.2M
ASO GROUP Ltd 0.94% No change 8,206 $2.2M
North Star Investment Management Corp. 0.13% Reduce -2.1% 8,119 $2.2M
Genesis Private Wealth, LLC 0.69% Reduce -8.9% 8,087 $2.2M
NCM Capital Management, LLC 0.78% Reduce -0.6% 8,032 $2.2M
Point72 Asset Management 0.00% Add +1023.7% 7,967 $2.2M
AIMZ Investment Advisors, LLC 0.67% Reduce -5.8% 7,940 $2.2M
Brighton Jones LLC 0.05% New 7,853 $2.1M
Capital Management Associates, Inc 0.48% Add +19.9% 7,837 $2.1M
Lebenthal Global Advisors, LLC 0.31% Add +0.9% 7,824 $2.1M
Brookstone Capital Management 0.02% Add +0.2% 7,793 $2.1M
S&A Financial Services, Inc. 1.45% — 7,745 $2.1M
Wealthcare Advisory Partners LLC 0.04% Add +0.2% 7,735 $2.1M
Wall Street Financial Group, Inc. 1.23% Reduce -7.0% 7,630 $2.1M
Sanctuary Advisors, LLC 0.01% Add +10.7% 7,609 $2.1M
Rooted Wealth Advisors, Inc. 0.55% Reduce -17.5% 7,486 $2.1M
Clark Capital Management Group, Inc. 0.01% Reduce -40.0% 7,421 $2.0M
Apollon Wealth Management, LLC 0.03% Reduce -21.4% 7,399 $2.0M
TruWealth Advisors, LLC 0.10% Reduce -5.2% 7,396 $2.0M
Keebeck Wealth Management 0.22% Reduce -19.3% 7,336 $2.0M
Rossby Financial, LCC 0.42% Reduce -6.3% 7,264 $2.0M
Kingswood Wealth Advisors, LLC 0.09% Add +12.5% 7,303 $2.0M
MontVue Capital Management, Inc. 1.34% No change 7,246 $2.0M
Elm Partners Management LLC 0.08% Reduce -26.9% 7,314 $1.9M
Flow Traders U.S. LLC 0.06% New 7,115 $1.9M
NewEdge Wealth, LLC 0.02% Add +0.5% 7,045 $1.9M
Pinnacle Financial Group, LLC / IL 0.53% Add +6.1% 7,041 $1.9M
Aprio Wealth Management, LLC 0.10% Add +0.1% 7,039 $1.9M
Glenmede Trust Co. NA 0.01% Add +4.9% 7,026 $1.9M
Rwa Wealth Partners, LLC 0.02% Reduce -6.6% 6,987 $1.9M
Dahring | Cusmano LLC 1.16% Add +15.9% 6,948 $1.9M
Cathy Pareto & Associates, Inc. 1.25% Reduce -4.5% 6,865 $1.9M
Janus Henderson Group PLC 0.00% Reduce -55.9% 6,854 $1.9M
Snowden Capital Advisors LLC 0.05% Add +2.1% 6,837 $1.9M
City State Bank 0.48% Reduce -1.3% 6,835 $1.9M
Advantage Trust Co 0.81% Add +10.5% 6,667 $1.8M
BlackRock, Inc. 0.00% Reduce -1.4% 6,619 $1.8M
Arkadios Wealth Advisors 0.03% Add +9.2% 6,608 $1.8M
Principle Wealth Partners LLC 0.10% Reduce -6.3% 6,588 $1.8M
Leo H. Evart, Inc. 1.52% — 6,541 $1.8M
Essex Financial Services, Inc. 0.10% Add +0.2% 6,531 $1.8M
Centaurus Financial, Inc. 0.08% Add +95.0% 6,525 $1.8M
Brown, Lisle/Cummings, Inc. 0.44% Add +10.7% 6,515 $1.8M
Laurel Oak Wealth Management, LLC 0.30% Add +8.7% 6,499 $1.8M
Parallel Advisors, LLC 0.03% Reduce -16.1% 6,422 $1.7M
Novak & Powell Financial Services, Inc. 0.94% Add +0.9% 6,422 $1.7M
Debussy Capital Management LP 0.24% Reduce -0.4% 6,390 $1.7M
Bluesphere Advisors LLC 0.61% Add +11.1% 6,308 $1.7M
RDA Financial Network 0.43% Add +0.6% 6,305 $1.7M
Compass Ion Advisors, LLC 0.16% Add +1.7% 6,216 $1.7M
Harbor Asset Planning, Inc. 1.42% Add +0.1% 6,213 $1.7M
Houlihan Financial Resource Group, Ltd. 0.65% No change 6,159 $1.7M
Williams Jones Wealth Management, LLC. 0.02% Reduce -2.7% 6,155 $1.7M
Northstar Group, Inc. 0.24% Add +0.0% 6,120 $1.7M
Silverlake Wealth Management LLC 0.35% Reduce -5.5% 6,113 $1.7M
Grandfield & Dodd, LLC 0.09% No change 6,090 $1.7M
Independent Financial Group, LLC 0.04% Reduce -11.8% 6,075 $1.7M
Ensign Peak Advisors, Inc 0.00% No change 6,049 $1.6M
Wealthspire Retirement, LLC 0.10% Reduce -1.1% 6,041 $1.6M
Stephens Inc. 0.02% Add +15.2% 5,966 $1.6M
Hershey Financial Advisers, LLC 1.40% Reduce -8.6% 5,939 $1.6M
NWF Advisory Services Inc. 0.18% Reduce -15.2% 5,886 $1.6M
Prime Capital Investment Advisors, LLC 0.02% Reduce -4.8% 5,855 $1.6M
High Net Worth Advisory Group LLC 0.37% Add +0.3% 5,840 $1.6M
Financial Advisory Partners, LLC 0.45% No change 5,830 $1.6M
Accel Wealth Management 0.41% Reduce -0.2% 5,814 $1.6M
Ausdal Financial Partners, Inc. 0.07% Add +0.4% 5,789 $1.6M
Altfest L J & Co. Inc. 0.17% Reduce -17.6% 5,742 $1.6M
DAVENPORT & Co LLC 0.01% Reduce -6.6% 5,713 $1.6M
Rathbones Group PLC 0.01% Add +34.0% 5,694 $1.6M
Parsons Capital Management Inc. 0.07% Add +2.9% 5,489 $1.5M
Blackston Financial Advisory Group, LLC 0.93% Reduce -1.7% 5,462 $1.5M
Readystate Asset Management LP 0.15% Add +78.9% 5,391 $1.5M
Liberty Wealth Management LLC 0.18% Add +18.4% 5,242 $1.5M
Howard Wealth Management, LLC 0.62% Reduce -2.6% 5,383 $1.5M
Citizens Financial Group Inc. 0.02% Reduce -5.1% 5,383 $1.5M
Fifth Third Securities, Inc. 0.09% Reduce -2.2% 5,362 $1.5M
Sachetta, LLC 0.79% Reduce -1.3% 5,353 $1.5M
Bartlett & Co. Wealth Management LLC 0.02% No change 5,370 $1.5M
NorthCrest Asset Manangement, LLC 0.05% Reduce -39.6% 5,336 $1.5M
Signature Estate & Investment Advisors LLC 0.03% Add +0.3% 5,338 $1.5M
Smith Chas P & Associates Pa Cpas 0.08% No change 5,291 $1.4M
PFG Investments, LLC 0.07% Add +1.2% 5,248 $1.4M
SlateStone Wealth, LLC 0.12% No change 5,249 $1.4M
One Charles Private Wealth Services, LLC 0.36% Reduce -2.4% 5,242 $1.4M
Vista Investment Partners Ii, LLC 0.63% New 5,187 $1.4M
Bragg Financial Advisors, Inc 0.04% Reduce -2.5% 5,179 $1.4M
Stonebridge Financial Group, LLC 0.12% No change 5,170 $1.4M
Perigon Wealth Management, LLC 0.03% Reduce -3.8% 5,161 $1.4M
Embree Financial Group 0.17% Add +2.6% 5,148 $1.4M
Bank Hapoalim BM 0.23% Reduce -3.9% 5,145 $1.4M
Kiley Juergens Wealth Management, LLC 0.25% New 5,143 $1.4M
Eagle Strategies LLC 0.17% Reduce -14.9% 5,086 $1.4M
WNY Asset Management, LLC 0.14% — 5,066 $1.4M
Advisory Services Network, LLC 0.02% Reduce -22.2% 5,049 $1.4M
PFG Advisors 0.07% Reduce -3.9% 5,030 $1.4M
Stratos Wealth Advisors, LLC 0.08% Add +221.4% 5,021 $1.4M
Meridian Wealth Advisors, LLC 0.18% Add +0.0% 5,001 $1.4M
Investor's Fiduciary Advisor Network, LLC 0.42% Reduce -0.6% 4,997 $1.4M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -0.7% 4,979 $1.4M
Focus Partners Advisor Solutions, LLC 0.01% Add +16.2% 4,948 $1.3M
Salomon & Ludwin, LLC 0.12% Reduce -0.8% 4,921 $1.3M
Park Avenue Securities LLC 0.01% Reduce -18.3% 4,921 $1.3M
Triangle Securities Wealth Management 0.30% Add +5.6% 4,901 $1.3M
Vista Investment Management 0.45% Add +5.4% 4,885 $1.3M
Aberdeen Wealth Management LLC 0.60% Add +0.3% 4,864 $1.3M
Sheets Smith Wealth Management 0.15% Add +0.3% 4,854 $1.3M
Financial Engines Advisors L.L.C. 0.00% Reduce -1.9% 4,841 $1.3M
Idaho Trust Co 0.43% Reduce -4.1% 4,812 $1.3M
Prospera Financial Services Inc 0.02% Reduce -4.5% 4,768 $1.3M
BCS Wealth Management 0.26% Reduce -50.0% 4,737 $1.3M
Mission Wealth Management, LP 0.03% Reduce -9.0% 4,703 $1.3M
BigSur Wealth Management LLC 0.36% Add +27.0% 4,700 $1.3M
HRT Financial LP 0.00% New 4,690 $1.3M
N.E.W. Advisory Services LLC 0.09% Add +3.2% 4,658 $1.3M
Charter Oak Capital Management, LLC 0.10% Add +0.3% 4,652 $1.3M
Sidoxia Capital Management, LLC 1.09% — 4,636 $1.3M
Abbot Financial Management, Inc. 0.53% Reduce -0.3% 4,597 $1.3M
CX Institutional 0.04% Add +1.8% 4,565 $1.2M
Kintra Wealth, LLC 0.09% New 4,533 $1.2M
Live Oak Investment Partners 0.73% Reduce -8.9% 4,528 $1.2M
Woodward Diversified Capital, LLC 0.55% Reduce -5.0% 4,377 $1.2M
Everest Financial Group LLC 0.20% Reduce -1.8% 4,432 $1.2M
Commerce Bank 0.01% Add +9.1% 4,423 $1.2M
Krilogy Financial LLC 0.04% Reduce -10.9% 4,367 $1.2M
Philadelphia Trust Co. 0.08% No change 4,383 $1.2M
Nations Financial Group Inc, /Ia/ 0.06% Add +1.2% 4,376 $1.2M
Summit Trail Advisors, LLC 0.02% Add +11.6% 4,331 $1.2M
Great Valley Advisor Group, Inc. 0.02% Add +78.0% 4,315 $1.2M
Ingalls & Snyder LLC 0.04% Reduce -0.4% 4,259 $1.2M
Junk Investment Group, LLC 0.61% — 4,247 $1.2M
Wealthspire Advisors, LLC 0.01% Reduce -0.6% 4,246 $1.2M
McIntyre Freedman & Flynn Investment Advisers Inc. 0.65% Reduce -1.9% 4,205 $1.1M
NLB Skladi, upravljanje premozenja, d.o.o. 0.05% Add +13.3% 4,168 $1.1M
Edmond DE Rothschild Holding S.A. 0.02% No change 4,160 $1.1M
Cardiff Park Advisors, LLC 0.09% Reduce -14.0% 4,150 $1.1M
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -11.4% 4,147 $1.1M
Financial Solutions Advisory Group, Inc. 0.16% — 4,136 $1.1M
Summit Financial, LLC 0.01% Reduce -85.7% 4,098 $1.1M
Valeo Financial Advisors, LLC 0.03% Reduce -0.8% 4,073 $1.1M
Hudson Value Partners, LLC 0.33% New 4,071 $1.1M
Pinnacle Associates Ltd. 0.01% Reduce -1.6% 4,031 $1.1M
Ignite Planners, LLC 0.17% Add +1.8% 4,029 $1.1M
Financial Futures Ltd Liability Co. 0.48% Reduce -27.7% 3,990 $1.1M
Mgo One Seven LLC 0.02% Add +7.5% 3,969 $1.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Reduce -10.3% 3,966 $1.1M
Focused Wealth Management, Inc 0.11% Reduce -4.3% 3,912 $1.1M
United Capital Financial Advisors, LLC 0.01% Reduce -2.5% 3,863 $1.1M
Accretive Wealth Partners, LLC 0.30% Add +21.4% 3,863 $1.1M
RBA Wealth Management, LLC 0.38% Add +0.4% 3,857 $1.1M
Go Invest LLC 0.30% Reduce -11.2% 3,849 $1.0M
Cwm, LLC 0.00% Add +22.1% 3,840 $1.0M
Jacobs Equity LLC 0.93% Add +11.6% 3,818 $1.0M
Pathstone Holdings, LLC 0.00% Add +24.9% 3,804 $1.0M
KTF Investments, LLC 0.18% Reduce -6.6% 3,798 $1.0M
Dynamic Advisor Solutions LLC 0.03% Reduce -0.2% 3,775 $1.0M
Inscription Capital, LLC 0.11% No change 3,767 $1.0M
GTS Securities LLC 0.04% Add +47.0% 3,766 $1.0M
Wealthspan Partners, LLC 0.36% Reduce -0.5% 3,758 $1.0M
Warner Financial, Inc. 0.35% Add +4.3% 3,757 $1.0M
Christensen, King & Associates Investment Services, Inc. 0.44% Add +0.1% 3,744 $1.0M
Councilor Wealth, LLC 0.49% No change 3,735 $1.0M
Bigelow Investment Advisors, LLC 0.41% Reduce -8.7% 3,715 $1.0M
Integral Investment Advisors, Inc. 0.25% Reduce -2.4% 3,692 $1.0M
Goldstein Advisors, LLC 0.11% Reduce -2.1% 3,691 $1.0M
Savant Capital, LLC 0.00% Add +10.6% 3,682 $1.0M
CCG Wealth Management, LLC 0.27% Add +0.8% 3,635 $990K
Goepper Burkhardt LLC 0.33% Reduce -9.4% 3,600 $980K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -0.0% 3,568 $972K
Bellevue Asset Management, LLC 0.49% Reduce -1.2% 3,559 $969K
Jaffetilchin Investment Partners, LLC 0.06% Add +0.1% 3,503 $954K
Pinnacle Financial Partners, Inc. 0.01% Add +4.1% 3,481 $950K
John A. Wolfe & Associates, Inc. 1.46% Reduce -4.7% 3,488 $950K
JM2 Capital Inc. 0.79% No change 3,479 $947K
Gryphon Financial Partners LLC 0.10% No change 3,473 $946K
Endeavor Private Wealth, Inc. 0.27% Reduce -11.3% 3,443 $938K
Elite Financial, Inc. 0.42% Reduce -8.6% 3,435 $935K
Sumitomo Mitsui Financial Group, Inc. 0.02% Add +27.9% 3,416 $930K
Flagstar Securities, Inc. 0.33% Reduce -9.4% 3,375 $919K
Redhawk Wealth Advisors, Inc. 0.10% Reduce -16.6% 3,364 $916K
Olistico Wealth, LLC 0.45% Reduce -2.1% 3,344 $911K
Petix & Botte Co 0.41% Reduce -47.6% 3,337 $909K
Cornerstone Select Advisors, LLC 0.57% New 3,329 $907K
Financial Perspectives, Inc 0.25% Add +0.0% 3,320 $904K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -76.5% 3,312 $902K
Cfo Capital Management LLC 0.73% Add +6.0% 3,301 $892K
Pacific Center for Financial Services 0.22% Reduce -0.6% 3,246 $884K
Ranch Capital Advisors Inc. 0.32% Add +0.1% 3,246 $884K
Werba Rubin Papier Wealth Management 0.12% Reduce -0.0% 3,229 $879K
FRG Family Wealth Advisors LLC 0.14% Add +3.0% 3,227 $879K
Vestmark Advisory Solutions, Inc. 0.01% New 3,217 $876K
Elevation Point Wealth Partners, LLC 0.02% New 3,217 $876K
Kennedy Investment Group, Inc. 0.34% Reduce -2.8% 3,212 $875K
Smith & Howard Wealth Management, LLC 0.19% No change 3,202 $872K
Long Island Wealth Management, Inc. 0.40% Add +3.1% 3,197 $871K
Pallas Capital Advisors LLC 0.03% Reduce -2.0% 3,152 $858K
Retirement Planning Co of New England, Inc. 0.35% Add +0.5% 3,148 $857K
Holderness Investments Co. 0.17% Reduce -0.5% 3,137 $854K
Gateway Wealth Partners, LLC 0.03% Add +57.9% 3,132 $853K
Sequent Planning LLC 0.21% Add +6.2% 3,129 $852K
Red Mountain Financial, LLC 0.80% Add +2.5% 3,119 $849K
Fsa Wealth Partners, Inc. 0.40% Reduce -48.4% 3,115 $848K
Conservest Capital Advisors, Inc. 0.08% Add +8.2% 3,106 $846K
KDK Private Wealth Management, LLC 0.77% Add +0.2% 3,097 $843K
Disciplined Investors, L.L.C. 0.50% Add +0.9% 3,094 $842K
Avantax Planning Partners, Inc. 0.02% Add +0.0% 3,086 $840K
Facet Wealth, Inc. 0.01% New 3,072 $837K
AE Wealth Management LLC 0.00% Add +91.7% 3,067 $835K
Busey Bank 0.02% No change 3,057 $833K
Cascade Wealth Advisors, Inc 0.36% Reduce -7.0% 3,089 $831K
First Wilshire Securities Management Inc. 0.19% No change 3,050 $831K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -57.4% 3,027 $824K
1015 Capital Partners, LLC 0.80% No change 3,010 $820K
Planning Directions Inc. 0.41% Reduce -2.5% 2,993 $815K
Whittier Trust Co. 0.01% Reduce -24.2% 2,977 $810K
RFG Advisory, LLC 0.01% Reduce -0.0% 2,964 $807K
Fort Sheridan Advisors LLC 0.10% Add +167.7% 2,955 $805K
Sovereign Financial Group, Inc. 0.14% Reduce -0.1% 2,945 $802K
Rayburn West Financial Services LLC 0.47% Add +0.7% 2,938 $800K
Modera Wealth Management, LLC 0.01% Reduce -26.2% 2,938 $800K
CRA Financial Services, LLC 0.10% Reduce -0.2% 2,927 $797K
Brandywine Oak Private Wealth LLC 0.07% No change 2,902 $790K
LPWM LLC 0.20% Add +15.2% 2,895 $788K
Freestone Capital Holdings, LLC 0.02% Reduce -2.5% 2,890 $787K
Atala Financial Inc 0.53% Add +2.0% 2,865 $786K
Monograph Wealth Advisors, LLC 0.07% Add +14.9% 2,872 $782K
First National Bank of Omaha 0.02% No change 2,910 $775K
Vanguard National Trust Co 0.05% — 2,840 $773K
Nicolet Bankshares Inc. 0.03% No change 2,832 $771K
Athena Investment Management 0.40% Reduce -0.0% 2,803 $763K
Wealth Management Resources, Inc. 0.26% Add +0.4% 2,768 $754K
Belpointe Asset Management LLC 0.03% Add +1.1% 2,754 $750K
Connecticut Wealth Management, LLC 0.03% Reduce -2.9% 2,736 $745K
Signal Advisors Wealth, LLC 0.05% Add +3.0% 2,731 $744K
McGlone Suttner Wealth Management, Inc. 0.10% Reduce -10.4% 2,721 $741K
Gradient Capital Advisors, LLC 0.19% Reduce -1.3% 2,719 $741K
Waldron Private Wealth LLC 0.03% New 2,713 $739K
Bluebird Wealth Management LLC 0.75% No change 2,700 $735K
Koshinski Asset Management, Inc. 0.05% Reduce -1.3% 2,694 $734K
Marathon Wealth Advisors LLC 0.30% Add +0.3% 2,686 $731K
McGuire Investment Group, LLC 0.08% Add +0.8% 2,673 $728K
Main Street Financial Solutions, LLC 0.05% Add +8.0% 2,670 $727K
Dougherty & Associates, LLC 0.67% Reduce -3.5% 2,667 $726K
Obermeyer Wealth Partners 0.03% No change 2,653 $723K
Ashton Thomas Securities, LLC 0.09% No change 2,653 $723K
IVC Wealth Advisors LLC 0.31% No change 2,617 $713K
Keybank National Association 0.00% Add +118.2% 2,603 $709K
Wedbush Securities Inc. 0.02% Add +43.0% 2,595 $707K
Bare Financial Services, Inc 0.19% Add +3.0% 2,592 $706K
One Capital Management, LLC 0.02% Add +7.9% 2,590 $705K
Benjamin Edwards Inc. 0.01% Add +7.8% 2,582 $703K
LFA - Lugano Financial Advisors SA 0.35% No change 2,550 $694K
Charles Schwab Investment Management Inc. 0.00% Reduce -4.0% 2,550 $694K
Level Four Advisory Services, LLC 0.02% Add +29.9% 2,545 $693K
Checchi Capital Advisers, LLC 0.05% No change 2,525 $688K
Guardian Capital, LLC 0.66% Reduce -42.2% 2,523 $687K
Kovack Advisors, Inc. 0.04% Reduce -26.4% 2,498 $684K
Kestra Private Wealth Services, LLC 0.01% Add +2.9% 2,491 $678K
Fisher Asset Management 0.00% Add +8.4% 2,489 $678K
Certified Advisory Corp 0.06% Add +0.0% 2,468 $672K
Kelleher Financial Advisors 0.17% No change 2,462 $670K
JFS Wealth Advisors, LLC 0.04% Reduce -8.2% 2,459 $670K
Western Wealth Management, LLC 0.03% Add +52.9% 2,458 $670K
Simmons Bank 0.04% No change 2,453 $668K
LifeGoal Investments, LLC 0.38% No change 2,414 $663K
Daybright Advisory Services, Inc. 0.18% Add +8.3% 2,422 $660K
Graves Light Lenhart Wealth, Inc. 0.07% No change 2,384 $649K
Navis Wealth Advisors, LLC 0.33% Add +0.0% 2,374 $647K
First Commonwealth Financial Corp 0.10% Add +42.9% 2,367 $645K
Bright Financial Advisors, Inc. 0.30% No change 2,365 $644K
LJI Wealth Management, LLC 0.10% No change 2,365 $644K
Westmount Partners, LLC 0.16% No change 2,352 $641K
Pacific Sun Financial Corp 0.31% Add +6.3% 2,348 $639K
Compass Financial Group, Inc. (Ohio) 0.47% Add +64.5% 2,262 $637K
Cary Street Partners Financial LLC 0.02% Add +25.4% 2,336 $636K
HBK Sorce Advisory LLC 0.01% Add +10.5% 2,358 $634K
Berkeley Capital Partners, LLC 0.15% Reduce -91.7% 2,326 $633K
CWA Asset Management Group, LLC 0.02% Add +5.2% 2,326 $633K
Allegheny Financial Group 0.08% Add +0.1% 2,310 $629K
Cibc World Market Inc. 0.00% Reduce -1.3% 2,310 $629K
Mather Group, Llc. 0.01% Reduce -1.2% 2,306 $628K
Composition Wealth, LLC 0.01% Reduce -12.3% 2,271 $618K
QRG Capital Management, Inc. 0.01% Add +206.7% 2,251 $613K
Wealth Management Associates, Inc. 0.21% Add +0.8% 2,243 $611K
Welch & Forbes LLC 0.01% No change 2,231 $608K
Christine Messmer PC 0.39% Reduce -1.9% 2,218 $604K
Meridian Wealth Management, LLC 0.02% Reduce -4.7% 2,210 $602K
Zhang Financial LLC 0.02% Add +18.2% 2,203 $600K
Farmers & Merchants Investments Inc. 0.02% No change 2,200 $599K
Brown Miller Wealth Management, LLC 0.17% Reduce -2.2% 2,194 $597K
Bulwark Capital Corp 0.36% No change 2,169 $591K
Legacy Advisors, LLC 0.07% Reduce -7.2% 2,160 $588K
Alta Wealth Advisors LLC 0.19% Reduce -0.5% 2,156 $587K
Moneta Group Investment Advisors LLC 0.00% Reduce -7.5% 2,153 $586K
Fiduciary Trust Co 0.01% Reduce -3.4% 2,150 $586K
D'Orazio & Associates, Inc. 0.08% No change 2,140 $583K
Kathmere Capital Management, LLC 0.04% New 2,139 $583K
Flputnam Investment Management Co. 0.01% Reduce -1.6% 2,137 $582K
DHJJ Financial Advisors, Ltd. 0.19% No change 2,128 $580K
Manchester Capital Management LLC 0.08% Reduce -4.2% 2,122 $578K
Mystic Asset Management, Inc. 0.13% Reduce -1.1% 2,114 $576K
Capital Investment Advisory Services, LLC 0.04% Add +3.5% 2,113 $575K
Meridian Investment Counsel Inc. 0.14% Reduce -0.5% 2,100 $572K
HCR Wealth Advisors 0.06% Reduce -7.7% 2,099 $572K
Ancora Advisors LLC 0.01% Add +23.9% 2,093 $570K
Cornerstone National Bank & Trust Co 0.21% Reduce -2.3% 2,062 $566K
Dagco, Inc. 0.12% Add +0.1% 2,078 $566K
Brookwood Investment Group LLC 0.07% Reduce -3.1% 2,068 $563K
Vickerman Investment Advisors, Inc. 0.12% Reduce -8.8% 2,061 $561K
Congress Park Capital LLC 0.17% Add +17.1% 2,055 $560K
Wealth Alliance, LLC 0.05% Reduce -0.5% 2,043 $556K
Evolve Private Wealth, LLC 0.03% Add +170.2% 2,037 $555K
HF Advisory Group, LLC 0.19% Reduce -0.7% 2,034 $554K
Values Added Financial LLC 0.23% No change 2,031 $553K
Eagle Harbor Asset Management Inc. 0.47% Add +0.1% 2,030 $553K
Avior Wealth Management, LLC 0.02% Add +11.4% 2,023 $551K
Joseph P. Lucia & Associates, LLC 0.20% Reduce -15.6% 2,006 $546K
Leavell Investment Management, Inc. 0.02% Reduce -19.9% 2,004 $546K
PDS Planning, Inc 0.04% Reduce -7.2% 1,997 $544K
Curran Financial Partners, LLC 0.10% Reduce -88.8% 1,992 $542K
Y-Intercept (Hong Kong) Ltd 0.01% New 1,991 $542K
Analyst IMS Investment Management Services Ltd. 0.02% No change 1,980 $539K
SeaCrest Wealth Management, LLC 0.06% Reduce -61.9% 1,976 $538K
Creekside Partners 0.22% Add +0.2% 1,975 $538K
Spire Wealth Management 0.02% Add +4.1% 1,971 $537K
Smith Salley Wealth Management 0.03% Reduce -1.1% 1,958 $533K
Apella Capital, LLC 0.01% Add +70.4% 1,915 $533K
Maripau Wealth Management LLC 0.23% Reduce -2.5% 1,951 $531K
Roundview Capital LLC 0.03% No change 1,950 $531K
Finward Bancorp 0.42% Reduce -2.8% 1,947 $530K
Winch Advisory Services, LLC 0.12% Reduce -0.1% 1,942 $529K
James Hambro & Partners LLP 0.02% No change 1,930 $526K
Pine Valley Investments Ltd Liability Co 0.03% Add +3.0% 1,906 $519K
Snowwater Investment Partners, LLC 0.49% No change 1,890 $515K
Spinnaker Investment Group, LLC 0.10% Reduce -20.8% 1,886 $514K
American Trust 0.05% Add +13.6% 1,879 $512K
Center for Financial Planning, Inc. 0.05% Add +14.0% 1,875 $511K
Alchemi Wealth, LLC 0.28% Reduce -8.1% 1,874 $510K
Caprock Group, LLC 0.01% Add +4.9% 1,865 $508K
Ayalon Insurance Comp Ltd. 0.10% No change 1,863 $507K
Jefferies Financial Group Inc. 0.01% No change 1,856 $505K
Collaborative Wealth Managment Inc. 0.23% No change 1,838 $501K
Integrity Alliance, Llc. 0.02% Reduce -7.1% 1,835 $500K
SHP Wealth Management 0.04% Reduce -0.1% 1,834 $499K
Davis R M Inc. 0.01% No change 1,825 $497K
Asset Advisory Group, Inc. 0.25% No change 1,825 $497K
Capital Advisors Inc. 0.01% No change 1,824 $497K
FAS Wealth Partners, Inc. 0.03% Add +0.2% 1,822 $496K
Essential Planning, LLC. 0.16% Reduce -0.3% 1,818 $495K
Sowell Financial Services LLC 0.02% Reduce -1.5% 1,814 $494K
Americana Partners, LLC 0.01% Add +90.1% 1,793 $488K
Stableford Capital II LLC 0.18% Reduce -0.2% 1,784 $486K
Founders Financial Securities LLC 0.03% Reduce -22.8% 1,748 $485K
Beacon Financial Advisory LLC 0.11% Reduce -0.7% 1,780 $485K
Fulton Bank, N.A. 0.02% No change 1,771 $482K
AMG National Trust Bank 0.01% New 1,763 $480K
Fiduciary Alliance LLC 0.03% Reduce -1.3% 1,733 $479K
Mascagni Wealth Management, Inc. 0.34% Add +0.1% 1,751 $477K
WMS Group LLC 0.69% Add +0.3% 1,746 $475K
Mosley Wealth Management 0.21% Reduce -14.6% 1,800 $467K
Qube Research & Technologies Ltd 0.00% Add +1401.8% 1,712 $466K
Mainsail Asset Management, LLC 0.21% No change 1,711 $466K
Lazari Capital Management, Inc. 0.16% Add +0.3% 1,703 $464K
Mutual Advisors, LLC 0.01% Reduce -6.1% 1,702 $463K
Perryman Financial Advisory Inc. 0.07% Add +0.1% 1,701 $463K
WJ Interests, LLC 0.18% No change 1,690 $460K
Ifrah Financial Services, Inc. 0.12% Add +57.4% 1,683 $458K
Modern Wealth Management, LLC 0.01% Reduce -16.9% 1,668 $458K
LexAurum Advisors, LLC 0.06% — 1,675 $456K
Patten & Patten Inc. 0.03% Add +0.1% 1,671 $455K
COFG Advisors, LLC 0.11% Add +4.8% 1,670 $455K
Goelzer Investment Management, Inc. 0.02% Add +1.9% 1,666 $454K
Grant Private Wealth Management Inc 0.24% Add +1.8% 1,664 $453K
Bank of New York Mellon Corp 0.00% Reduce -7.3% 1,663 $453K
Van Cleef Asset Management,Inc 0.05% No change 1,663 $453K
Two Sigma Securities, LLC 0.05% Reduce -66.8% 1,657 $451K
Grant Street Asset Management, Inc. 0.09% Add +0.2% 1,647 $449K
Blue Bell Private Wealth Management, LLC 0.06% Reduce -0.3% 1,645 $448K
KPP Advisory Services LLC 0.06% Reduce -0.2% 1,638 $446K
Accurate Wealth Management, LLC 0.05% Add +13.7% 1,625 $445K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Reduce -46.1% 1,632 $444K
Yoder Wealth Management, Inc. 0.20% Reduce -23.5% 1,630 $444K
LMG Wealth Partners, LLC 0.08% Add +0.4% 1,622 $442K
Patriot Investment Management Group, Inc. 0.03% Add +0.1% 1,609 $438K
HBW Advisory Services LLC 0.05% Add +4.3% 1,606 $437K
Daymark Wealth Partners, LLC 0.01% Reduce -12.8% 1,602 $436K
VSM Wealth Advisory, LLC 0.13% Add +1.6% 1,598 $435K
Mainstream Capital Management LLC 0.29% Reduce -1.1% 1,596 $435K
Fischer Investment Strategies, LLC 0.25% Reduce -56.0% 1,588 $432K
Investment Planning Advisors, Inc. 0.12% Add +57.3% 1,576 $429K
Channel Wealth LLC 0.10% No change 1,571 $428K
Savvy Advisors, Inc. 0.01% Add +15.4% 1,569 $427K
BOS Asset Management, LLC 0.11% No change 1,563 $426K
Flagship Harbor Advisors, LLC 0.02% Add +2.4% 1,561 $425K
BIP Wealth, LLC 0.02% Reduce -38.1% 1,557 $424K
Sageworth Trust Co 0.02% No change 1,556 $424K
McGinn Penninger Investment Management, Inc. 0.27% Reduce -0.5% 1,539 $419K
Moller Wealth Partners 0.08% Add +11.7% 1,530 $417K
Jane Street Group, LLC 0.00% New 1,526 $416K
Wharton Business Group, LLC 0.02% Add +2.4% 1,519 $414K
Round Rock Advisors LLC 0.06% No change 1,516 $413K
Resolute Wealth Strategies, LLC 0.18% Reduce -17.7% 1,504 $410K
Haverford Trust Co 0.00% No change 1,500 $408K
Diversify Wealth Management, LLC 0.01% Add +11.4% 1,498 $400K
American Money Management, LLC 0.06% No change 1,463 $398K
Optas, LLC 0.06% No change 1,463 $398K
Betterment LLC 0.00% Add +4.3% 1,463 $398K
Wedmont Private Capital 0.01% Add +1.9% 1,430 $398K
Chicago Partners Investment Group LLC 0.01% Add +26.9% 1,447 $397K
Joel Isaacson & Co., LLC 0.01% Add +0.3% 1,452 $395K
Greykasell Wealth Strategies, Inc. 0.16% No change 1,449 $395K
St Germain D J Co. Inc. 0.02% No change 1,446 $394K
Ridgecrest Wealth Partners, LLC 0.22% No change 1,436 $391K
Soltis Investment Advisors LLC 0.03% Add +0.7% 1,435 $391K
Verdence Capital Advisors LLC 0.02% Reduce -0.4% 1,431 $390K
Russell Investments Group, Ltd. 0.00% Reduce -1.7% 1,429 $389K
Muirfield Wealth Advisors LLC 0.29% Add +0.3% 1,426 $388K
Kingsview Wealth Management, LLC 0.01% Reduce -38.3% 1,425 $388K
Comprehensive Financial Planning, Inc. 0.27% Add +0.3% 1,423 $388K
Vertex Planning Partners, LLC 0.08% No change 1,423 $388K
New Perspectives, Inc 0.13% Reduce -3.4% 1,422 $387K
Birchcreek Wealth Management, LLC 0.19% Add +4.0% 1,420 $387K
Financial Insights, Inc. 0.13% Add +2.5% 1,417 $386K
Nwam LLC 0.02% Add +2.8% 1,415 $385K
Blankinship & Foster, LLC 0.09% No change 1,413 $385K
Rehmann Capital Advisory Group 0.02% Reduce -24.3% 1,404 $383K
Wealthquest Corp 0.03% No change 1,404 $382K
CMG Global Holdings, LLC 0.18% Add +0.1% 1,403 $382K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -22.2% 1,400 $381K
Waters Parkerson & Co., LLC 0.02% No change 1,400 $381K
Perennial Advisors, LLC 0.07% New 1,398 $381K
River Wealth Advisors LLC 0.04% Add +14.9% 1,394 $380K
Capital Investment Advisors, LLC 0.01% No change 1,388 $378K
Strategic Investment Solutions, Inc. 0.09% Reduce -14.7% 1,380 $376K
Chemistry Wealth Management LLC 0.07% No change 1,380 $376K
CENTRAL TRUST Co 0.01% No change 1,378 $375K
BCGM Wealth Management, LLC 0.09% No change 1,377 $375K
Warwick Investment Management, Inc. 0.05% Add +0.1% 1,375 $375K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +0.7% 1,372 $374K
Innovative Wealth Building LLC 0.26% No change 1,372 $374K
360 Financial, Inc. 0.11% No change 1,367 $372K
HHM Wealth Advisors, LLC 0.04% Reduce -1.3% 1,365 $372K
Hoxton Planning & Management, LLC 0.11% Reduce -18.1% 1,365 $372K
Tradewinds, LLC. 0.12% No change 1,363 $370K
Roble, Belko & Company, Inc 0.05% Add +746.9% 1,355 $369K
Noesis Capital Mangement Corp. 0.05% No change 1,354 $369K
Independent Family Office, LLC 0.15% No change 1,350 $368K
Sun Group Wealth Partners 0.29% New 1,347 $367K
Narus Financial Partners, LLC 0.10% Add +3.1% 1,344 $366K
Earned Wealth Advisors, LLC 0.02% Add +30.1% 1,343 $366K
Brick & Kyle, Associates 0.12% New 1,339 $365K
FSM Wealth Advisors, LLC 0.05% Reduce -17.7% 1,337 $364K
AlphaStar Capital Management, LLC 0.03% Add +8.5% 1,335 $364K
Sweeney & Michel, LLC 0.11% Add +0.2% 1,315 $363K
Associated Banc-Corp 0.01% Add +0.3% 1,315 $358K
Collective Family Office LLC 0.08% Reduce -23.5% 1,304 $355K
Summit Place Financial Advisors, LLC 0.17% Reduce -21.2% 1,300 $354K
Caldwell Trust Co 0.03% No change 1,290 $351K
SageGuard Financial Group, LLC 0.05% Reduce -1.4% 1,287 $350K
Rhodes Investment Advisors Inc. 0.30% Add +29.5% 1,278 $348K
Aptus Capital Advisors, LLC 0.00% Add +0.2% 1,274 $347K
Aspiriant, LLC 0.01% Add +16.5% 1,272 $347K
Monetary Solutions, Ltd 0.33% Add +5.9% 1,269 $346K
Highland Capital Management, LLC 0.02% Reduce -7.0% 1,266 $345K
Oxford Financial Group, LTD. LLC 0.02% No change 1,261 $343K
Financial Consulate, Inc. 0.04% Add +0.2% 1,260 $343K
Nvest Financial, LLC 0.13% Add +0.2% 1,253 $341K
Aire Advisors, LLC 0.06% Add +0.2% 1,251 $341K
Chesley Taft & Associates LLC 0.01% Add +20.1% 1,245 $339K
Ballentine Partners, LLC 0.00% No change 1,241 $338K
Avaii Wealth Management, LLC 0.12% No change 1,240 $338K
Pines Wealth Management, LLC 0.11% No change 1,235 $336K
HM Payson & Co. 0.00% No change 1,233 $336K
Novem Group 0.04% Add +55.0% 1,231 $335K
Atlantic Union Bankshares Corp 0.01% Add +0.1% 1,225 $334K
Summit Asset Management, LLC 0.05% Add +0.2% 1,225 $334K
Panoramic Investment Advisors, LLC 0.18% Add +0.3% 1,221 $333K
KMG Fiduciary Partners, LLC 0.02% Reduce -0.4% 1,221 $333K
Glass Jacobson Investment Advisors llc 0.11% Add +8.4% 1,219 $332K
Advisors Management Group Inc. 0.06% Reduce -10.3% 1,216 $331K
Csenge Advisory Group 0.02% Reduce -2.7% 1,208 $329K
Carnegie Investment Counsel 0.01% New 1,206 $328K
DF Dent & Co. Inc. 0.01% No change 1,204 $328K
Shepherd Financial Partners LLC 0.03% No change 1,201 $327K
Hobart Private Capital, LLC 0.06% No change 1,199 $327K
GSG Advisors LLC 0.08% No change 1,194 $325K
Jim Saulnier & Associates, LLC 0.16% Add +27.2% 1,192 $325K
HighPoint Advisor Group LLC 0.01% Add +1.5% 1,190 $324K
Prostatis Group LLC 0.08% Reduce -25.3% 1,189 $324K
EverSource Wealth Advisors, LLC 0.01% Reduce -7.6% 1,183 $322K
Carson Advisory Inc. 0.17% Add +9.3% 1,180 $321K
Peterson Wealth Advisors, LLC 0.04% Add +0.3% 1,176 $320K
First Bancorp, Inc 0.16% No change 1,175 $320K
Signature Equity Partners, LLC 0.17% Add +1.4% 1,171 $319K
Eclectic Associates Inc. 0.04% Reduce -24.5% 1,170 $319K
Insight Advisors, LLC/ PA 0.06% Add +0.2% 1,170 $319K
Berger Financial Group, Inc 0.02% Reduce -0.5% 1,162 $316K
Mosaic Financial Group, LLC 0.22% No change 1,154 $314K
Hanson & Doremus Investment Management 0.04% Reduce -14.8% 1,149 $313K
Medallion Wealth Advisors, LLC 0.10% No change 1,145 $312K
Harmony Asset Management LLC 0.10% Reduce -2.7% 1,143 $311K
Ballew Advisors, Inc 0.17% No change 1,115 $310K
ALM First Financial Advisors, LLC 0.06% No change 1,389 $308K
Compass Advisory Group LLC 0.08% Add +0.3% 1,131 $308K
Strategic Blueprint, LLC 0.02% Add +2.4% 1,129 $307K
LaSalle St. Investment Advisors, LLC 0.04% Add +41.0% 1,128 $307K
Octavia Wealth Advisors, LLC 0.03% Reduce -3.9% 1,128 $307K
Coastal Bridge Advisors, LLC 0.02% Add +0.1% 1,128 $307K
Salus Financial Advisors, LLC 0.18% No change 1,126 $307K
Salem Investment Counselors Inc. 0.01% Reduce -1.1% 1,126 $307K
Evolution Wealth Advisors, LLC 0.03% No change 1,125 $306K
Regions Financial Corp. 0.00% Reduce -12.6% 1,123 $306K
Keystone Financial Group 0.02% Add +0.9% 1,119 $305K
Rothschild Investment LLC 0.02% No change 1,119 $305K
Fearless Solutions, LLC dba Best Invest 0.18% Reduce -1.8% 1,116 $304K
Canvas Wealth Advisors, LLC 0.05% No change 1,115 $304K
Choreo, LLC 0.00% Reduce -25.3% 1,112 $303K
Matrix Private Capital Group LLC 0.15% No change 1,106 $301K
Greenhouse Wealth Management, LLC 0.19% Add +0.4% 1,105 $301K
Ieq Capital, LLC 0.00% Reduce -66.4% 1,101 $300K
Capital Squared Financial LLC 0.23% Reduce -28.0% 1,099 $299K
Private Advisory Group LLC 0.02% No change 1,098 $299K
Appleton Partners Inc. 0.02% Add +5.7% 1,099 $299K
Guardian Asset Advisors, LLC 0.17% Reduce -2.0% 1,098 $299K
DUTCH ASSET Corp 0.20% New 1,095 $298K
Thoroughbred Financial Services, LLC 0.02% Reduce -3.2% 1,097 $298K
Park Edge Advisors, LLC 0.07% No change 1,091 $297K
Black Diamond Financial, LLC 0.03% No change 1,091 $297K
Procyon Advisors, LLC 0.01% No change 1,086 $296K
Legacy Edge Advisors, LLC 0.03% No change 1,085 $295K
Ironsides Asset Advisors, LLC 0.07% No change 1,075 $293K
1900 Wealth Management LLC 0.02% No change 1,074 $292K
Range Advisory, LLC 0.05% New 1,070 $291K
CoreCap Advisors, LLC 0.01% Add +12.0% 1,066 $290K
Compass Financial Group, INC 0.04% No change 1,064 $290K
Passive Capital Management, LLC. 0.09% No change 1,063 $289K
Peregrine Asset Advisers, Inc. 0.08% No change 1,062 $289K
Callahan Advisors, LLC 0.02% No change 1,061 $289K
ProVise Management Group, LLC 0.02% No change 1,055 $287K
Palisade Capital Management, LP 0.01% New 1,054 $287K
Bessemer Group Inc. 0.00% Reduce -23.6% 1,049 $286K
Upper Left Wealth Management, LLC 0.17% No change 1,050 $286K
Winebrenner Capital Management LLC 0.18% Add +0.1% 1,049 $286K
Mission Creek Capital Partners, Inc. 0.06% Add +3.5% 1,048 $285K
Mitchell McLeod Pugh & Williams Inc. 0.04% No change 1,044 $284K
Advisory Alpha, LLC 0.01% Add +24.0% 1,038 $283K
Pacific Asset Management, LLC 0.16% No change 1,038 $283K
NorthCoast Asset Management LLC 0.01% Add +11.5% 1,034 $282K
Geneos Wealth Management Inc. 0.01% Reduce -7.0% 1,034 $282K
Faithward Advisors, LLC 0.04% Add +0.4% 1,034 $282K
Parr McKnight Wealth Management Group, LLC 0.04% Reduce -0.4% 1,032 $281K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -16.2% 1,052 $280K
W1M Asset Management Ltd 0.00% No change 1,025 $279K
Rossmore Private Capital 0.02% No change 1,025 $279K
MN Wealth Advisors, LLC 0.14% Add +0.1% 1,024 $279K
Gainplan LLC 0.21% No change 1,024 $279K
Evanson Asset Management, LLC 0.01% Reduce -4.1% 1,020 $278K
Bridgewater Advisors Inc. 0.02% No change 1,010 $277K
Mesirow Financial Investment Management, Inc. 0.00% Add +11.3% 1,016 $277K
Signaturefd, LLC 0.00% Add +8.3% 1,008 $275K
Wilson & Boucher Capital Management, LLC 0.18% No change 1,000 $272K
KLCM Advisors, Inc. 0.02% No change 1,000 $272K
Lee Danner & Bass Inc. 0.02% Reduce -20.8% 999 $272K
Harbor Investment Advisory, LLC 0.02% Reduce -4.8% 996 $271K
Fiera Capital Corp 0.00% Reduce -18.6% 991 $270K
StoneX Group Inc. 0.01% Add +35.8% 990 $270K
Franklin Resources Inc. 0.00% No change 987 $269K
Lansing Street Advisors 0.07% Reduce -3.2% 985 $268K
Sonata Capital Group Inc. 0.10% No change 985 $268K
McAdam, LLC 0.01% Add +5.0% 981 $267K
Pinnacle Wealth Management Advisory Group, LLC 0.02% No change 967 $263K
Capital Square, LLC 0.12% Add +2.3% 974 $263K
Colonial Trust Co / SC 0.04% Add +26.2% 964 $263K
Miller Financial Services LLC 0.29% No change 958 $261K
Richmond Investment Services, LLC 0.04% Add +4.4% 957 $261K
Leo Wealth, LLC 0.02% Reduce -3.9% 956 $260K
Brooklyn Investment Group 0.01% New 947 $258K
Journey Advisory Group, LLC 0.02% Reduce -1.1% 941 $256K
Moseley Investment Management Inc. 0.08% Add +0.1% 939 $256K
Trilogy Capital Inc. 0.01% Reduce -4.7% 939 $256K
American National Bank & Trust 0.02% No change 935 $255K
Tme Financial, Inc. 0.18% Reduce -1.1% 933 $254K
D.B. Root & Company, LLC 0.06% No change 932 $254K
Lynx Investment Advisory 0.12% Add +0.4% 926 $252K
Spirepoint Private Client, LLC 0.02% No change 925 $252K
Foundations Investment Advisors, LLC 0.00% Reduce -38.5% 923 $251K
Summit Financial Strategies, Inc. 0.02% Reduce -24.4% 918 $250K
Hardin Capital Partners, LLC 0.12% Add +5.8% 915 $249K
Castle Rock Wealth Management, LLC 0.05% Add +0.2% 912 $249K
Glen Eagle Advisors, LLC 0.03% Add +0.1% 913 $249K
Midwest Trust Co 0.00% Reduce -5.0% 913 $249K
Bluedoor Private Wealth, LLC 0.11% Add +23.1% 911 $248K
Tsfg, LLC 0.04% No change 911 $248K
HUB Investment Partners, LLC 0.01% Reduce -59.6% 909 $248K
RVW Wealth, LLC 0.02% Reduce -5.4% 905 $246K
Seamount Financial Group Inc. 0.11% Add +0.3% 903 $246K
Trek Financial, LLC 0.01% No change 903 $246K
Calamos Wealth Management LLC 0.01% No change 899 $245K
Calamos Advisors LLC 0.00% New 899 $245K
NavPoint Financial, Inc. 0.10% Add +0.3% 897 $244K
Compound Planning, Inc. 0.01% Add +15.8% 896 $244K
Smartleaf Asset Management LLC 0.01% Add +66.2% 916 $244K
Planned Solutions, Inc. 0.08% No change 895 $244K
Rockland Trust Co. 0.01% No change 894 $243K
Moneco Advisors, LLC 0.02% New 894 $243K
Calder Financial LLC 0.24% Add +0.2% 881 $242K
True Link Financial Advisors, LLC 0.01% Add +4.8% 879 $239K
LOM Asset Management Ltd 0.07% No change 876 $239K
Burford Brothers, Inc. 0.10% New 874 $238K
Smith, Moore & Co. 0.02% Reduce -7.1% 871 $237K
Financial Partners Group, Inc 0.03% No change 868 $236K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -18.4% 866 $236K
Solutions 4 Wealth, Ltd 0.35% Reduce -81.7% 862 $235K
American Institute for Advanced Investment Management, LLP 0.15% Reduce -1.7% 861 $234K
Acorn Wealth Advisors, LLC 0.07% Reduce -23.4% 854 $232K
Sankala Group LLC 0.19% Reduce -0.6% 864 $232K
Naples Global Advisors, LLC 0.02% No change 850 $231K
Ritholtz Wealth Management 0.00% Add +7.3% 850 $231K
MRWM Advisors, LLC 0.13% No change 847 $231K
Red Door Wealth Management, LLC 0.02% No change 844 $230K
Banque Pictet & Cie SA 0.00% New 842 $229K
Hikari Power Ltd 0.02% Reduce -91.2% 840 $229K
Sei Investments Co. 0.00% Add +13.7% 840 $229K
Columbia Asset Management 0.04% No change 840 $229K
Advisor OS, LLC 0.02% Reduce -3.9% 837 $228K
BLB&B Advisors, LLC 0.01% Reduce -20.6% 835 $228K
Prosperity Consulting Group, LLC 0.01% No change 833 $227K
MPWM Advisory Solutions, LLC 0.12% Add +525.6% 832 $227K
Parkside Financial Bank & Trust 0.02% Add +168.5% 827 $225K
Next Level Private LLC 0.05% Add +0.4% 826 $225K
Verus Capital Partners, LLC 0.02% Reduce -0.5% 826 $225K
LifeSteps Financial, Inc. 0.14% No change 818 $223K
Resolute Advisors LLC 0.09% Add +0.4% 817 $222K
Ellis Investment Partners, LLC 0.04% Reduce -21.5% 816 $222K
Next Level Wealth Planning, LLC 0.11% Add +2.6% 815 $222K
TD Private Client Wealth LLC 0.00% Reduce -21.9% 815 $222K
Beacon Capital Management, LLC 0.04% Add +0.4% 815 $222K
Westfuller Advisors, LLC 0.10% Reduce -15.4% 814 $222K
Redwood Financial Network Corp 0.14% Reduce -32.2% 810 $221K
Kera Capital Partners, Inc. 0.03% No change 808 $220K
Lodestar Private Asset Management LLC 0.02% Reduce -5.8% 808 $220K
Activest Wealth Management 0.04% No change 802 $218K
EJMK Ventures LLC 0.12% No change 800 $218K
TCV Trust & Wealth Management, Inc. 0.02% No change 800 $218K
Foronjy Financial LLC 0.09% Add +0.1% 800 $218K
Exencial Wealth Advisors, LLC 0.01% New 798 $217K
Prudent Investors Network, Inc. 0.05% Reduce -27.4% 798 $217K
Lafayette Investments, Inc. 0.04% New 795 $216K
Sterling Investment Counsel, LLC 0.06% No change 790 $215K
Aurora Private Wealth, Inc. 0.15% Reduce -1.3% 745 $215K
Evercore Wealth Management, LLC 0.00% No change 788 $215K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -86.5% 777 $212K
MKT Advisors LLC 0.07% No change 774 $211K
Centric Wealth Management 0.04% No change 775 $210K
Sawgrass Asset Management LLC 0.03% No change 765 $208K
A. D. Beadell Investment Counsel, Inc. 0.13% No change 760 $207K
Physician Wealth Advisors, Inc. 0.03% Reduce -5.7% 760 $207K
Comprehensive Financial Consultants Institutional, Inc. 0.06% Reduce -0.4% 759 $207K
First National Trust Co 0.01% No change 758 $206K
Quotient Wealth Partners, LLC 0.01% No change 757 $206K
Bluespring Wealth Management, LLC 0.02% No change 750 $204K
Dickmeyer Boyce Financial Management, Inc. 0.12% — 750 $204K
Richard C. Young & CO., LTD. 0.02% New 748 $204K
UMB Bank, n.a. 0.00% No change 746 $203K
Johnson Bixby & Associates, LLC 0.03% Add +2.8% 745 $203K
Heritage Trust Co 0.02% No change 740 $202K
Kavar Capital Partners Group, LLC 0.03% Reduce -10.9% 735 $200K
AdvisorNet Financial, Inc 0.01% Reduce -5.2% 725 $197K
Strategic Wealth Advisors LLC 0.15% No change 710 $193K
Ritter Daniher Financial Advisory LLC / DE 0.03% Reduce -4.6% 702 $191K
Golden State Wealth Management, LLC 0.02% Reduce -11.6% 646 $176K
International Assets Investment Management, LLC 0.01% Reduce -7.1% 606 $166K
Steigerwald, Gordon & Koch Inc. 0.02% Reduce -5.2% 603 $164K
Progressive Investment Management Corp 0.04% No change 600 $163K
Bayban 0.14% Reduce -25.5% 586 $160K
Larson Financial Group LLC 0.01% Add +20.7% 577 $157K
Missouri Trust & Investment Co 0.05% No change 572 $156K
Godfrey Financial Associates, Inc. 0.13% No change 570 $155K
S.A. Mason LLC 0.06% No change 564 $154K
Brown Brothers Harriman & Co. 0.00% Reduce -1.6% 549 $150K
Rice Partnership, LLC 0.02% No change 548 $149K
Sunrise Financial Services, LLC 0.11% No change 545 $148K
Stelac Advisory Services LLC 0.03% No change 531 $145K
Armor Investment Advisors, LLC 0.05% Reduce -0.4% 515 $140K
Heritage Wealth Advisors 0.01% No change 512 $140K
Ramirez Asset Management, Inc. 0.02% No change 510 $139K
Blue Trust, Inc. 0.00% Add +3.0% 509 $138K
Orion Capital Management LLC 0.05% No change 500 $136K
Van Den Berg Management I, Inc. 0.03% New 489 $133K
Solstein Capital, LLC 0.05% No change 470 $128K
Vermillion Wealth Management, Inc. 0.05% Add +0.2% 464 $126K
2UniFi Bank 0.06% Reduce -2.8% 457 $124K
EPG Wealth Management LLC 0.03% Add +0.2% 453 $123K
Acropolis Investment Management, LLC 0.01% New 445 $121K
Adkins Seale Capital Management LLC 0.12% No change 442 $120K
Key Financial Inc 0.02% No change 431 $117K
Hazlett, Burt & Watson, Inc. 0.04% Reduce -2.3% 425 $116K
Sterling Capital Management LLC 0.00% Reduce -3.6% 422 $115K
Archer Investment Corp 0.02% No change 419 $114K
Hurley Capital, LLC 0.06% No change 418 $114K
Montag A & Associates Inc. 0.01% Reduce -2.1% 411 $112K
Fairscale Capital, LLC 0.08% No change 408 $111K
Global Wealth Strategies & Associates 0.03% Add +26.6% 404 $110K
Basso Capital Management, L.P. 0.07% No change 398 $108K
Vestor Capital, LLC 0.01% Reduce -24.0% 395 $108K
SG Americas Securities, LLC 0.00% No change 390 $106K
Davis Capital Management 0.07% No change 380 $103K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 376 $102K
Washington Trust Advisors, Inc. 0.01% No change 376 $102K
Murphy & Mullick Capital Management Corp 0.08% Reduce -12.4% 373 $102K
NBT Bank, N.A. 0.01% Add +20.8% 348 $95K
Cranbrook Wealth Management, LLC 0.02% No change 340 $93K
Lanark Financial, Inc. 0.01% No change 340 $93K
Wilmington Savings Fund Society, FSB 0.00% No change 332 $90K
Piscataqua Savings Bank 0.06% No change 329 $90K
Sittner & Nelson, LLC 0.03% No change 327 $89K
Private Wealth Asset Management, LLC 0.01% No change 327 $89K
Horizon Bancorp Inc. 0.04% No change 319 $87K
PlanVest Financial, Inc 0.07% — 318 $87K
Resources Management Corp. /CT/ 0.01% Add +1.6% 314 $86K
Abound Wealth Management 0.02% No change 314 $86K
High Point Wealth Management, LLC 0.08% Add +0.7% 311 $85K
Y.D. More Investments Ltd 0.00% No change 310 $84K
Tompkins Financial Corp. 0.01% New 308 $84K
Clean Yield Group 0.02% No change 300 $82K
Minot DeBlois Advisors LLC 0.07% New 299 $81K
Citizens National Bank Trust Department 0.01% No change 298 $81K
Hartford Financial Management Inc. 0.02% Reduce -1.0% 297 $81K
Triumph Capital Management 0.02% No change 289 $79K
Nvwm, LLC 0.02% No change 275 $75K
Bogart Wealth, LLC 0.00% No change 275 $75K
SOA Wealth Advisors, LLC. 0.01% Add +0.4% 268 $73K
Allspring Global Investments Holdings, LLC 0.00% No change 260 $71K
Founders Capital Management 0.03% No change 259 $71K
Pflug Koory, LLC 0.03% No change 257 $70K
Plante Moran Financial Advisors, LLC 0.00% Reduce -62.8% 251 $68K
Front Row Advisors LLC 0.02% No change 250 $68K
Crewe Advisors LLC 0.01% No change 250 $68K
City Holding Co. 0.01% No change 248 $68K
Dunhill Financial, LLC 0.02% Reduce -65.8% 238 $65K
Trifecta Capital Advisors, LLC 0.01% No change 238 $65K
KERR FINANCIAL PLANNING Corp 0.04% Add +163.9% 475 $64K
Robinswood Financial LLC 0.02% Add +8.4% 232 $63K
Ankerstar Wealth, LLC 0.07% No change 227 $62K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 225 $61K
MCF Advisors LLC 0.00% Add +12.5% 225 $61K
Gill Capital Partners, LLC 0.02% New 219 $60K
Flagship Wealth Advisors, LLC 0.03% No change 240 $60K
Simplex Trading, LLC 0.00% New 217 $59K
Sound Income Strategies, LLC 0.00% No change 207 $57K
Strategic Wealth Partners, Ltd. 0.00% Reduce -4.6% 207 $56K
Strive Financial Group ,LLC 0.03% No change 200 $54K
REAP Financial Group, LLC 0.01% Add +0.5% 197 $54K
Tripletail Wealth Management, LLC 0.07% No change 193 $53K
Cornerstone Financial Management LLC 0.05% No change 182 $50K
Lodestone Wealth Management LLC 0.02% Reduce -0.6% 180 $49K
Sunbelt Securities, Inc. 0.00% No change 179 $49K
Evolution Wealth Management Inc. 0.04% Add +5.4% 177 $48K
Trust Co. of Toledo NA 0.00% No change 175 $48K
Private Trust Co. NA 0.00% No change 169 $46K
TIAA Wealth Investment Management LLC 0.00% — 168 $46K
Bullock Wealth Management Group 0.02% No change 165 $45K
Hamrick Investment Counsel, llc 0.02% New 160 $44K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 160 $44K
Align Financial, LLC 0.02% Reduce -99.7% 155 $42K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 152 $41K
Seneschal Advisors, LLC 0.03% No change 150 $41K
Turtle Creek Wealth Advisors, LLC 0.00% New 150 $41K
Spirit of America Management Corp. 0.01% Reduce -24.5% 145 $40K
Hilltop National Bank 0.01% Reduce -4.6% 144 $39K
Duncker Streett & Co. Inc. 0.01% No change 142 $39K
Aviso Financial Inc. 0.00% Reduce -56.5% 140 $38K
Deutsche Bank AG 0.00% No change 140 $38K
Banque Cantonale Vaudoise 0.00% No change 131 $36K
Roxbury Financial LLC 0.03% No change 130 $36K
SouthState Bank Corp 0.00% Add +12.1% 130 $35K
Valley National Advisers Inc. 0.00% No change 131 $35K
Costello Asset Management, INC 0.01% No change 128 $35K
Tidemark, LLC 0.01% Reduce -19.9% 125 $34K
Atwood & Palmer Inc. 0.00% No change 121 $33K
Scarborough Advisors, LLC 0.00% No change 119 $32K
LM Advisors LLC 0.17% Reduce -5.2% 8,492 $31K
Security National Bank 0.00% No change 114 $31K
Paladin Advisory Group, LLC 0.02% No change 112 $31K
Monetary Management Group Inc. 0.01% Reduce -4.3% 110 $30K
Wellington-Altus USA Inc. 0.02% New 100 $30K
Rakuten Securities, Inc. 0.01% Reduce -1.0% 103 $28K
Lavaca Capital LLC 0.01% No change 100 $27K
Smithfield Trust Co 0.00% No change 100 $27K
NFSG Corp 0.00% Reduce -5.7% 99 $27K
BankPlus Trust Department 0.01% No change 91 $25K
Lloyd Advisory Services, LLC. 0.01% New 88 $24K
Kingdom Financial Group LLC. 0.01% New 88 $24K
Guardian Wealth Advisors, LLC / NC 0.00% New 85 $23K
Rialto Wealth Management, LLC 0.01% No change 83 $23K
Root Financial Partners, LLC 0.00% Reduce -35.4% 82 $22K
Bfsg, LLC 0.00% No change 80 $22K
JDM Financial Group LLC 0.01% No change 80 $22K
Tradewinds Capital Management, LLC 0.00% No change 75 $20K
Hoey Investments, Inc. 0.00% New 73 $20K
Boyd Watterson Asset Management LLC 0.01% No change 73 $20K
Tower View Wealth Management LLC 0.01% No change 69 $19K
Ascentis Independent Advisors 0.00% New 69 $19K
United Community Bank 0.01% No change 66 $18K
First Pacific Financial 0.00% Add +3150.0% 65 $18K
Mascoma Wealth Management LLC 0.00% No change 65 $18K
Truvestments Capital LLC 0.00% New 64 $17K
Country Trust Bank 0.00% No change 64 $17K
Main Street Group, LTD 0.01% New 62 $17K
Coston, McIsaac & Partners 0.00% Add +150.0% 60 $16K
Twin Peaks Wealth Advisors, LLC 0.00% New 57 $16K
CNB Bank 0.01% No change 56 $15K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 55 $15K
Napier Financial, LLC 0.00% New 54 $15K
Elevate Wealth Advisory, Inc. 0.01% No change 53 $14K
EFG International AG 0.00% No change 53 $14K
Caitlin John, LLC 0.01% No change 52 $14K
Gables Capital Management Inc. 0.01% No change 50 $14K
Financial Management Professionals, Inc. 0.00% No change 50 $14K
Investors Research Corp 0.00% Reduce -50.5% 49 $13K
Aventura Private Wealth, LLC 0.00% No change 46 $13K
Eastern Bank 0.00% Reduce -68.9% 46 $13K
Anfield Capital Management, LLC 0.00% No change 45 $12K
Quadrant Capital Group LLC 0.00% No change 45 $12K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 42 $12K
Peachtree Investment Partners, LLC 0.00% No change 41 $11K
Bay Harbor Wealth Management, LLC 0.00% No change 39 $11K
Hantz Financial Services, Inc. 0.00% Reduce -2.7% 36 $10K
Proathlete Wealth Management LLC 0.00% Reduce -67.0% 36 $10K
Frazier Financial Advisors, LLC 0.01% No change 33 $9K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +86.7% 28 $8K
Private Wealth Management Group, LLC 0.00% No change 29 $8K
Barrett & Company, Inc. 0.00% No change 29 $8K
Biltmore Family Office, LLC 0.00% Reduce -90.7% 27 $7K
DiNuzzo Private Wealth, Inc. 0.00% No change 26 $7K
Financial Connections Group, Inc. 0.00% New 28 $7K
Accordant Advisory Group Inc 0.00% No change 25 $7K
SJS Investment Consulting Inc. 0.00% No change 25 $7K
Nova Wealth Management, Inc. 0.00% No change 25 $7K
Crews Bank & Trust 0.00% No change 25 $7K
Dogwood Wealth Management LLC 0.00% No change 24 $7K
Versant Capital Management, Inc 0.00% No change 24 $7K
Silicon Valley Capital Partners 0.00% No change 21 $6K
Nemes Rush Group LLC 0.00% No change 20 $5K
Global Trust Asset Management, LLC 0.00% No change 19 $5K
United Financial Planning Group LLC 0.00% New 19 $5K
Gen-Wealth Partners Inc 0.00% No change 18 $5K
Keating Financial Advisory Services, Inc. 0.00% New 17 $5K
Evermay Wealth Management LLC 0.00% No change 17 $5K
Advocate Investing Services LLC 0.00% New 16 $4K
First Horizon Corp. 0.00% No change 13 $4K
Strengthening Families & Communities, LLC 0.00% No change 13 $3K
Red Tortoise LLC 0.00% No change 10 $3K
WFA of San Diego, LLC 0.00% No change 10 $3K
Key Capital Management, INC 0.00% No change 10 $3K
WPG Advisers, LLC 0.00% No change 9 $2K
Cherry Tree Wealth Management, LLC 0.00% No change 8 $2K
Angeles Wealth Management, LLC 0.00% Add +100.0% 8 $2K
PFS Partners, LLC 0.00% Reduce -72.7% 6 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 6 $2K
CrossGen Wealth, LLC 0.00% No change 4 $1K
Quaker Wealth Management, LLC 0.00% No change 4 $1K
Covestor Ltd 0.00% No change 3 $1K
Avion Wealth 0.00% No change 5 $1K
Tucker Asset Management LLC 0.00% New 3 $817
Evelyn Partners Investment Management LLP 0.00% No change 3 $817
Horizon Investments, LLC 0.00% New 2 $545

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