Vanguard Health Care ETFVHTETF

13F holders, Q2 2026 (June 30)
1,122holders +27
100new positions
69sold out
5famous investors
$297.84avg. 13F price*

At the end of Q2 2026, 1,122 institutions reported holding Vanguard Health Care ETF (VHT) in their 13F filings, up 27 from Q1 2026. 100 opened new positions and 69 sold out. The largest holders were Bank of America Corp. ($529.7M), Morgan Stanley ($463.6M) and UBS Group AG ($406.0M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions100$48.7M
Exits69$95.1M

All 13F filers, Q1 2026 → Q2 2026: 1,064,127 shares bought and 1,109,294 shares sold, net −45,167 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,122 holders

Bank of America Corp. 0.03% Add +3.4% 1,771,554 $529.7M
Morgan Stanley 0.02% Reduce -1.5% 1,550,340 $463.6M
UBS Group AG 0.06% Add +12.9% 1,357,653 $406.0M
PGIM Custom Harvest LLC 3.40% Add +2.9% 909,110 $271.8M
Clal Insurance Enterprises Holdings Ltd 1.09% Reduce -7.0% 812,000 $242.8M
LPL Financial LLC 0.05% Add +2.2% 810,666 $242.4M
Everett Harris & Co. 2.70% Add +1.0% 733,600 $219.4M
Wells Fargo & Company 0.04% Reduce -5.2% 724,983 $216.8M
Royal Bank of Canada 0.02% Add +12.8% 463,799 $138.7M
Envestnet Asset Management Inc. 0.03% Reduce -7.3% 426,345 $127.5M
Raymond James Financial Inc. 0.03% Add +4.8% 402,445 $120.3M
Cetera Investment Advisers 0.10% Add +0.5% 381,223 $114.0M
Ameriprise Financial Inc. 0.02% Add +6.0% 367,792 $110.0M
Beacon Capital Management, Inc. 5.61% Reduce -12.0% 310,253 $92.8M
Osaic Holdings, Inc. 0.09% Add +0.2% 256,444 $76.8M
Northwestern Mutual Wealth Management Co. 0.04% Reduce -6.5% 237,159 $70.9M
JPMorgan Chase & Co. 0.00% Add +1.6% 222,064 $67.2M
Stifel Financial Corp. 0.05% Add +3.5% 217,181 $64.9M
MAI Capital Management 0.23% Add +8.6% 201,925 $60.4M
Commonwealth Equity Services, LLC 0.07% Reduce -3.2% 192,656 $57.6M
Allied Investment Advisors, LLC 6.79% Add +5.4% 180,940 $54.1M
Invictus Private Wealth, LLC 2.85% Add +0.1% 177,385 $53.0M
Cambridge Investment Research Advisors, Inc. 0.09% Add +1.5% 138,608 $41.4M
PNC Financial Services Group, Inc. 0.02% Reduce -3.0% 136,925 $40.9M
Focus Partners Wealth 0.04% Reduce -3.7% 134,801 $40.3M
Ameritas Advisory Services, LLC 0.80% Add +49.3% 132,369 $39.6M
Janney Montgomery Scott LLC 0.08% Reduce -3.2% 130,319 $39.0M
Lido Advisors, LLC 0.14% Add +1.7% 128,929 $38.6M
Armstrong Advisory Group, Inc. 2.14% Add +0.5% 117,430 $35.1M
MML Investors Services, LLC 0.07% Add +10.1% 117,147 $35.0M
Truist Financial Corp. 0.04% Reduce -1.1% 105,841 $31.6M
Agf Management Ltd. 0.12% Reduce -5.0% 101,584 $30.4M
Trust Co. of Vermont 1.12% — 100,678 $30.1M
Mercer Global Advisors Inc. 0.04% Reduce -1.2% 99,226 $29.7M
Peapack Gladstone Financial Corp. 0.34% Reduce -1.3% 98,596 $29.5M
Rockefeller Capital Management L.P. 0.04% Reduce -1.8% 96,248 $28.8M
Wheelhouse Advisory Group LLC 7.58% Add +5.4% 89,830 $26.9M
Jones Financial Companies LLLP 0.01% Add +8.2% 88,576 $26.7M
Capital Advantage, Inc. 3.24% Reduce -0.4% 88,732 $26.5M
Steward Partners Investment Advisory, LLC 0.13% Reduce -57.8% 87,583 $26.2M
M&T Bank Corp 0.07% Reduce -5.2% 83,896 $25.1M
Altfest L J & Co. Inc. 2.36% Add +1318.4% 81,445 $24.4M
Creative Planning 0.01% Reduce -2.4% 81,231 $24.3M
Captrust Financial Advisors 0.04% Reduce -2.8% 80,846 $24.2M
Cerity Partners LLC 0.03% Reduce -3.0% 78,577 $23.5M
Chai Trust Co. LLC 1.32% Add +0.6% 64,431 $19.3M
Stratos Wealth Partners, LTD. 0.19% Reduce -0.3% 64,153 $19.2M
Principal Securities, Inc. 0.23% Add +9.7% 63,260 $18.9M
Main Management LLC 1.24% Add +0.0% 61,738 $18.5M
Goldman Sachs Group Inc. 0.00% Add +2.6% 61,152 $18.3M
Kestra Advisory Services, LLC 0.06% Add +1.7% 60,071 $18.0M
Mariner, LLC 0.02% Reduce -22.7% 58,951 $17.6M
Evergreen Capital Management LLC 0.31% Add +3.3% 58,281 $17.4M
Baird Financial Group, Inc. 0.02% Add +3.9% 57,247 $17.1M
KCM Investment Advisors LLC 0.51% Add +6.4% 57,047 $17.1M
WBH Advisory Inc. 1.14% Reduce -3.0% 56,991 $17.0M
HighTower Advisors, LLC 0.02% Reduce -2.2% 54,416 $16.3M
Bank of Montreal 0.01% Add +2.3% 52,674 $15.8M
Cedar Mountain Advisors, LLC 2.69% Add +0.6% 52,193 $15.6M
Morningstar Investment Management LLC 0.95% No change 56,514 $15.4M
Lakeshore Financial Planning, Inc. 4.95% Reduce -9.1% 51,457 $15.4M
Marotta Asset Management 2.53% Reduce -5.2% 50,601 $15.2M
Johnson Investment Counsel Inc. 0.11% Add +10.1% 50,139 $15.0M
Private Advisor Group, LLC 0.07% Add +11.4% 48,389 $14.5M
Integrated Wealth Concepts LLC 0.09% Reduce -0.1% 48,348 $14.5M
FMR LLC 0.00% Add +4.2% 47,916 $14.3M
Empower Advisory Group, LLC 0.03% Add +46.0% 47,734 $14.3M
Ballast, Inc. 2.60% Add +14.8% 46,127 $13.8M
Adaptive Financial Consulting, LLC 4.66% Add +1.9% 44,515 $13.3M
Titleist Asset Management, LLC 0.89% Add +1.4% 44,319 $13.3M
Corient Private Wealth LP 0.02% Reduce -2.2% 42,930 $12.8M
Fifth Third Bancorp 0.02% Reduce -0.8% 42,791 $12.8M
SP Asset Management LLC 1.01% Add +5.7% 42,255 $12.6M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -2.5% 48,420 $12.6M
DMKC Advisory Services, LLC 2.33% Add +15.9% 41,280 $12.3M
Atlas Legacy Advisors, LLC 1.80% Add +2.2% 40,787 $12.2M
Southern Capital Services Inc. 6.78% Add +9.9% 40,402 $12.1M
MassMutual Private Wealth & Trust, FSB 0.31% Reduce -0.3% 40,007 $12.0M
Axxcess Wealth Management, LLC 0.19% Reduce -1.4% 39,501 $11.8M
Focus Financial Network, Inc. 0.36% Add +9.8% 38,701 $11.6M
TrueWealth Financial Partners 4.60% Add +1.7% 37,253 $11.1M
Mosley Wealth Management 3.54% Add +1964.3% 37,158 $11.1M
New England Private Wealth Advisors LLC 1.02% Reduce -8.5% 34,728 $10.6M
Royal Fund Management, LLC 0.88% Add +6.4% 35,235 $10.5M
Polianta Ltd 1.26% No change 34,200 $10.2M
Trust Co. of Oklahoma 2.59% Add +0.0% 33,654 $10.1M
Paragon Financial Partners, Inc. 5.32% Reduce -2.6% 32,467 $9.9M
Merit Financial Group, LLC 0.06% Add +0.0% 32,984 $9.9M
Prudential PLC 0.06% New 30,700 $9.2M
Waverly Advisors, LLC 0.05% Add +18.5% 27,939 $8.4M
Quantinno Capital Management LP 0.01% Add +33.7% 27,880 $8.3M
Founders Grove Wealth Partners, LLC 1.59% Reduce -1.5% 26,713 $8.0M
Dakota Wealth Management 0.15% Reduce -11.1% 26,641 $8.0M
Financial Management Network Inc. 1.13% Reduce -3.2% 26,021 $7.9M
Beacon Pointe Advisors, LLC 0.04% Reduce -2.3% 26,357 $7.9M
BTG Pactual Asset Management US LLC 0.60% Add +6.8% 26,316 $7.9M
Atlas Capital Advisors Inc. 0.86% Reduce -17.8% 26,164 $7.8M
Federation des caisses Desjardins du Quebec 0.02% Reduce -0.6% 26,016 $7.8M
IFP Advisors, Inc 0.14% Add +4.2% 25,613 $7.7M
AQR Capital Management 0.00% Reduce -2.6% 25,549 $7.6M
Bleakley Financial Group, LLC 0.10% Reduce -1.2% 25,395 $7.6M
EP Wealth Advisors, LLC 0.03% Reduce -1.9% 24,943 $7.5M
Summit Wealth Group, LLC 1.51% Add +1.4% 24,838 $7.4M
D.A. Davidson & Co. 0.04% Reduce -2.3% 24,739 $7.4M
Sharper & Granite LLC 2.29% Add +0.9% 24,689 $7.4M
Bailard, Inc. 0.15% Add +6.1% 24,668 $7.4M
Scotia Capital Inc. 0.03% Reduce -0.9% 23,926 $7.2M
White Lighthouse Investment Management Inc. 0.89% Reduce -4.0% 23,758 $7.1M
AlphaCore Capital LLC 0.13% Reduce -9.2% 23,566 $7.0M
Calton & Associates, Inc. 1.02% Reduce -18.0% 23,369 $7.0M
J.W. Cole Advisors, Inc. 0.12% Reduce -2.4% 23,292 $7.0M
Jmac Enterprises LLC 1.17% Add +17.1% 23,257 $7.0M
Arax Advisory Partners 0.05% Add +163.7% 23,144 $6.9M
Harbour Investments, Inc. 0.09% Reduce -0.7% 23,006 $6.9M
Apollon Financial, LLC 0.81% Reduce -0.9% 22,881 $6.8M
Equitable Holdings, Inc. 0.04% Add +2.0% 22,738 $6.8M
Trinity Legacy Partners, LLC 1.33% Add +1.6% 21,854 $6.6M
Northern Trust Corp. 0.00% Reduce -0.6% 22,126 $6.6M
Brown Advisory Inc. 0.01% Add +8.4% 22,118 $6.6M
Citadel Advisors 0.00% Add +8.2% 22,040 $6.6M
Allworth Financial LP 0.03% Reduce -1.8% 21,659 $6.5M
Chokshi & Queen Wealth Advisors, Inc 2.99% Add +3.2% 21,584 $6.5M
Safeguard Investment Advisory Group, LLC 1.48% Reduce -4.8% 21,446 $6.4M
Madden Advisory Services, Inc. 2.29% Add +0.5% 21,316 $6.4M
NewEdge Advisors, LLC 0.02% Add +23.7% 21,112 $6.3M
WESCAP Management Group, Inc. 1.17% Add +3.9% 21,047 $6.3M
Cornerstone Advisory, LLC 0.52% Reduce -0.4% 20,947 $6.3M
Destination Wealth Management 0.14% Add +6.8% 20,672 $6.2M
Clearstead Advisors, LLC 0.06% Add +0.4% 20,209 $6.0M
Citigroup Inc. 0.00% Reduce -2.1% 19,878 $5.9M
Creative Financial Designs Inc. 0.28% Add +50.3% 19,874 $5.9M
David Kennon Inc 1.96% Reduce -0.0% 19,829 $5.9M
Sage Rhino Capital LLC 0.97% Reduce -6.0% 19,720 $5.9M
Assetmark, Inc. 0.01% Add +0.7% 19,397 $5.8M
CVA Family Office, LLC 0.51% Reduce -17.4% 18,946 $5.7M
Anchor Investment Management, LLC 0.42% Add +2.6% 18,628 $5.6M
Curran Financial Partners, LLC 0.81% Add +808.7% 18,101 $5.4M
Robertson Stephens Wealth Management, LLC 0.13% Reduce -2.8% 17,534 $5.2M
First PREMIER Bank 0.80% Reduce -2.1% 16,486 $4.9M
Gibraltar Capital Management, Inc. 0.76% Add +1.9% 16,395 $4.9M
Onyx Bridge Wealth Group LLC 0.44% Reduce -1.1% 16,192 $4.8M
Renaissance Technologies 0.01% New 16,120 $4.8M
Ami Investment Management Inc. 1.02% Reduce -5.4% 16,106 $4.8M
Webster Bank, N. A. 0.42% Reduce -4.6% 16,007 $4.8M
Circle Wealth Management, LLC 0.06% Reduce -9.2% 15,957 $4.8M
Blair William & Co. 0.01% Add +18.8% 15,636 $4.7M
National Bank of Canada 0.00% Reduce -85.5% 15,330 $4.6M
Paradigm Capital Management, LLC 3.91% Reduce -0.8% 15,061 $4.5M
Guardian Wealth Management, LLC 1.26% Add +3.6% 14,985 $4.5M
Wealthfront Advisers LLC 0.01% Add +1.3% 14,937 $4.5M
TD Waterhouse Canada Inc. 0.01% Add +3.7% 14,839 $4.5M
HB Wealth Management, LLC 0.03% Add +0.0% 14,902 $4.5M
Sequoia Financial Advisors, LLC 0.02% Reduce -10.8% 14,901 $4.5M
Washington Growth Strategies LLC 2.47% No change 14,873 $4.4M
Orion Porfolio Solutions, LLC 0.03% Reduce -11.8% 14,493 $4.3M
Visionary Wealth Advisors 0.17% Add +8.5% 14,435 $4.3M
Atria Investments, Inc 0.04% Reduce -5.4% 14,401 $4.3M
Crestwood Advisors Group, LLC 0.06% No change 14,400 $4.3M
Penobscot Wealth Management 1.13% Add +6.2% 14,093 $4.2M
Cornerstone Wealth Management, LLC 0.18% Add +4.2% 14,027 $4.2M
Park National Corp. 0.12% Add +4.8% 13,881 $4.2M
Baron Financial Group, LLC 1.98% Reduce -4.0% 13,870 $4.1M
Concurrent Investment Advisors, LLC 0.04% Reduce -1.1% 13,799 $4.1M
Thrivent Financial for Lutherans 0.01% Reduce -0.8% 13,642 $4.1M
GWN Securities Inc. 0.68% Reduce -1.1% 13,603 $4.1M
Praetorian Wealth Management, Inc. 0.69% Reduce -0.9% 13,410 $4.0M
Stonehage Fleming Financial Services Holdings Ltd 0.14% Add +10.0% 13,320 $4.0M
Sound View Wealth Advisors Group, LLC 0.25% Reduce -0.1% 13,279 $4.0M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +49.9% 13,216 $4.0M
SBI Securities Co., Ltd. 0.09% Reduce -1.4% 13,206 $3.9M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Reduce -2.8% 13,165 $3.9M
Tranquilli Financial Advisor LLC 2.07% Reduce -3.2% 12,885 $3.9M
CreativeOne Wealth, LLC 0.08% Add +1.2% 12,881 $3.9M
Exchange Traded Concepts, LLC 0.02% Reduce -47.0% 12,879 $3.9M
Baker Ellis Asset Management LLC 0.40% Reduce -1.0% 12,807 $3.8M
Advisors Capital Management, LLC 0.04% Reduce -2.9% 12,648 $3.8M
Sigma Planning Corp 0.09% Add +2.7% 12,558 $3.8M
O'shaughnessy Asset Management, LLC 0.02% Reduce -22.2% 12,531 $3.7M
Gladstone Institutional Advisory LLC 0.12% Add +2.7% 12,479 $3.7M
Cora Capital Advisors LLC 1.02% Add +2.1% 12,142 $3.6M
One Day In July LLC 0.25% Add +2.4% 11,859 $3.5M
Aspen Wealth Strategies, LLC 1.67% Add +5.4% 11,573 $3.5M
Westside Investment Management, Inc. 0.45% Reduce -1.0% 11,515 $3.4M
Susquehanna International Group, LLP 0.00% Reduce -48.5% 11,396 $3.4M
Altura Wealth Advisors Inc. 1.14% Add +10.3% 11,333 $3.4M
Fischer Financial Services, Inc. 0.83% Reduce -7.8% 11,102 $3.3M
RCW Management, LLC 2.96% Reduce -3.0% 11,037 $3.3M
Raab & Moskowitz Asset Management LLC 0.64% Add +0.2% 10,673 $3.2M
Joule Financial, LLC 0.86% Reduce -1.6% 10,567 $3.2M
IHT Wealth Management, LLC 0.07% Reduce -2.7% 10,548 $3.2M
Richmond Brothers, Inc. 1.63% Reduce -55.9% 10,501 $3.1M
HRT Financial LP 0.01% Add +114.5% 10,062 $3.0M
Choate Investment Advisors 0.05% No change 10,018 $3.0M
Marshall Wace, LLP 0.00% New 9,710 $2.9M
Autumn Glory Partners, LLC 0.81% No change 9,572 $2.9M
US Bancorp \de 0.00% Add +2.7% 9,568 $2.9M
Bank of Nova Scotia 0.00% Reduce -13.6% 9,464 $2.8M
Valmark Advisers, Inc. 0.03% Reduce -1.3% 9,448 $2.8M
Financial Freedom, LLC 1.29% Reduce -1.0% 9,421 $2.8M
O'ROURKE & COMPANY, Inc 0.97% Reduce -2.1% 9,342 $2.8M
Oppenheimer & Co. Inc. 0.03% Add +2.8% 9,337 $2.8M
CIBC Bancorp USA Inc. 0.00% Reduce -5.9% 9,309 $2.8M
CDKV Holdings LLC 2.16% Reduce -0.8% 9,232 $2.8M
Sheets Smith Wealth Management 0.28% Add +89.8% 9,213 $2.8M
Cresset Asset Management, LLC 0.01% Add +0.6% 9,132 $2.7M
BlackRock, Inc. 0.00% Add +37.4% 9,091 $2.7M
Bokf, NA 0.04% Reduce -0.1% 9,086 $2.7M
Farther Finance Advisors, LLC 0.02% Add +5.0% 9,058 $2.7M
Cassaday & Co Wealth Management LLC 0.05% No change 9,048 $2.7M
North Forty Two & Co. 2.29% Add +1.7% 9,025 $2.7M
First Trust Advisors LP 0.00% Add +0.7% 8,928 $2.7M
Thayer Partners, LLC / MA 1.10% Add +1.2% 8,925 $2.7M
First Financial Corp. 0.91% Reduce -1.1% 8,837 $2.6M
Mission Wealth Management, LP 0.03% Add +87.8% 8,831 $2.6M
Artesa Financial Group, LLC 2.23% Reduce -1.8% 8,711 $2.6M
NORTHSTAR ASSET MANAGEMENT Co 0.49% Add +0.9% 8,465 $2.6M
Elm Partners Management LLC 0.09% Add +17.9% 8,621 $2.6M
Sovran Advisors, LLC 0.19% Reduce -0.7% 8,188 $2.6M
&partners 0.01% Reduce -2.0% 8,517 $2.5M
OneDigital Investment Advisors LLC 0.02% Reduce -5.2% 8,484 $2.5M
Rooted Wealth Advisors, Inc. 0.62% Add +12.5% 8,420 $2.5M
Capital Analysts, LLC 0.06% Reduce -9.7% 8,339 $2.5M
Capital Management Associates, Inc 0.50% Add +6.4% 8,337 $2.5M
Sanctuary Advisors, LLC 0.01% Add +9.3% 8,317 $2.5M
Cozad Asset Management Inc. 0.16% Reduce -0.0% 8,232 $2.5M
ASO GROUP Ltd 1.04% No change 8,206 $2.5M
Savant Capital, LLC 0.01% Add +128.7% 8,421 $2.4M
NCM Capital Management, LLC 0.74% Reduce -0.3% 8,007 $2.4M
Pinnacle Financial Group, LLC / IL 0.58% Add +13.0% 7,955 $2.4M
Lebenthal Global Advisors, LLC 0.31% Reduce -0.3% 7,804 $2.3M
North Star Investment Management Corp. 0.13% Reduce -3.9% 7,802 $2.3M
AIMZ Investment Advisors, LLC 0.64% Reduce -1.8% 7,797 $2.3M
Gotham Asset Management 0.01% New 7,778 $2.3M
Wealthcare Advisory Partners LLC 0.04% Reduce -1.8% 7,593 $2.3M
Rwa Wealth Partners, LLC 0.02% Add +6.8% 7,464 $2.2M
Hilltop Holdings Inc. 0.18% Reduce -11.2% 7,440 $2.2M
Wall Street Financial Group, Inc. 1.18% Reduce -3.4% 7,371 $2.2M
Dahring | Cusmano LLC 1.16% Add +5.7% 7,343 $2.2M
MontVue Capital Management, Inc. 1.25% No change 7,246 $2.2M
NewEdge Wealth, LLC 0.02% Add +2.8% 7,245 $2.2M
Aprio Wealth Management, LLC 0.10% Add +0.9% 7,105 $2.1M
Brookstone Capital Management 0.02% Reduce -9.5% 7,051 $2.1M
NorthCrest Asset Manangement, LLC 0.05% Add +28.8% 6,872 $2.1M
Brown, Lisle/Cummings, Inc. 0.47% Add +7.8% 7,025 $2.1M
S&A Financial Services, Inc. 1.28% Reduce -9.3% 7,022 $2.1M
Advantage Trust Co 0.74% Add +5.3% 7,017 $2.1M
Bluesphere Advisors LLC 0.65% Add +11.0% 7,004 $2.1M
Kingswood Wealth Advisors, LLC 0.08% Reduce -4.2% 6,997 $2.1M
Hikari Tsushin, Inc. 0.14% Reduce -43.9% 6,967 $2.1M
Keebeck Wealth Management 0.20% Reduce -5.4% 6,938 $2.1M
City State Bank 0.47% Reduce -0.2% 6,820 $2.0M
Freestone Capital Holdings, LLC 0.05% Add +136.0% 6,820 $2.0M
Glenmede Trust Co. NA 0.01% Reduce -4.6% 6,701 $2.0M
Parallel Advisors, LLC 0.03% Add +3.7% 6,661 $2.0M
Leo H. Evart, Inc. 1.56% Add +0.9% 6,599 $2.0M
Principle Wealth Partners LLC 0.10% No change 6,588 $2.0M
Petix & Botte Co 0.40% Add +97.2% 6,582 $2.0M
Novak & Powell Financial Services, Inc. 0.93% Add +2.4% 6,576 $2.0M
Brighton Jones LLC 0.04% Reduce -16.4% 6,567 $2.0M
Snowden Capital Advisors LLC 0.05% Reduce -4.0% 6,566 $2.0M
Arkadios Wealth Advisors 0.03% Reduce -0.8% 6,555 $2.0M
Essex Financial Services, Inc. 0.10% Add +0.1% 6,539 $2.0M
Rossby Financial, LCC 0.35% Reduce -11.3% 6,446 $1.9M
Eagle Strategies LLC 0.19% Add +25.9% 6,402 $1.9M
Independent Financial Group, LLC 0.04% Add +5.0% 6,380 $1.9M
Cathy Pareto & Associates, Inc. 1.10% Reduce -8.3% 6,298 $1.9M
RDA Financial Network 0.41% Reduce -0.2% 6,293 $1.9M
Northstar Group, Inc. 0.25% Add +2.8% 6,292 $1.9M
Harbor Asset Planning, Inc. 1.40% Add +0.2% 6,226 $1.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -47.0% 6,181 $1.8M
Houlihan Financial Resource Group, Ltd. 0.66% No change 6,159 $1.8M
Wealthspire Retirement, LLC 0.10% Add +1.8% 6,147 $1.8M
Live Oak Investment Partners 0.99% Add +35.7% 6,146 $1.8M
Lighthouse Investment Partners, LLC 0.06% New 6,121 $1.8M
Grandfield & Dodd, LLC 0.10% No change 6,090 $1.8M
Perennial Advisors, LLC 0.28% Add +335.3% 6,086 $1.8M
Stephens Inc. 0.02% Add +0.1% 5,975 $1.8M
Kintra Wealth, LLC 0.09% Add +24.3% 5,635 $1.8M
Sachetta, LLC 0.86% Add +10.5% 5,917 $1.8M
Signature Estate & Investment Advisors LLC 0.03% Add +10.2% 5,881 $1.8M
Williams Jones Wealth Management, LLC. 0.02% Reduce -4.6% 5,873 $1.8M
Retirement Planning Group, LLC 0.04% Reduce -71.8% 5,846 $1.7M
Financial Advisory Partners, LLC 0.46% No change 5,830 $1.7M
Fifth Third Securities, Inc. 0.10% Add +8.2% 5,799 $1.7M
Adams Wealth Management 0.33% Reduce -31.6% 5,756 $1.7M
CacheTech Inc. 0.28% Reduce -31.6% 5,756 $1.7M
Ausdal Financial Partners, Inc. 0.07% Reduce -1.4% 5,710 $1.7M
High Net Worth Advisory Group LLC 0.36% Reduce -3.0% 5,663 $1.7M
Laurel Oak Wealth Management, LLC 0.25% Reduce -12.9% 5,659 $1.7M
Compass Ion Advisors, LLC 0.14% Reduce -9.6% 5,622 $1.7M
Sapient Capital LLC 0.02% New 5,619 $1.7M
Blackston Financial Advisory Group, LLC 0.94% Add +2.5% 5,598 $1.7M
Silverlake Wealth Management LLC 0.32% Reduce -9.1% 5,560 $1.7M
Accel Wealth Management 0.37% Reduce -4.9% 5,529 $1.7M
Dynamic Advisor Solutions LLC 0.05% Add +46.1% 5,517 $1.6M
Citizens Financial Group Inc. 0.02% Add +2.3% 5,509 $1.6M
Hershey Financial Advisers, LLC 1.18% Reduce -7.4% 5,500 $1.6M
Institute for Wealth Management, LLC. 0.15% Reduce -36.6% 5,494 $1.6M
Parsons Capital Management Inc. 0.07% Reduce -0.9% 5,439 $1.6M
Bartlett & Co. Wealth Management LLC 0.02% No change 5,370 $1.6M
Smith Chas P & Associates Pa Cpas 0.08% Add +0.7% 5,326 $1.6M
Jupiter Topco LLC 0.00% — 5,320 $1.6M
Howard Wealth Management, LLC 0.59% Reduce -1.6% 5,297 $1.6M
Lowe Brockenbrough & Co. Inc. 0.07% Add +5.1% 5,231 $1.6M
Stonebridge Financial Group, LLC 0.12% No change 5,170 $1.5M
Prime Capital Investment Advisors, LLC 0.01% Reduce -11.7% 5,168 $1.5M
SlateStone Wealth, LLC 0.12% Reduce -1.7% 5,158 $1.5M
Rathbones Group PLC 0.01% Reduce -10.3% 5,106 $1.5M
PFG Investments, LLC 0.06% Reduce -3.3% 5,073 $1.5M
Advisory Services Network, LLC 0.02% No change 5,049 $1.5M
Vista Investment Management 0.46% Add +3.2% 5,042 $1.5M
Perigon Wealth Management, LLC 0.02% Reduce -2.8% 5,019 $1.5M
NWF Advisory Services Inc. 0.14% Reduce -15.7% 4,964 $1.5M
Kiley Juergens Wealth Management, LLC 0.23% Reduce -3.5% 4,963 $1.5M
Salomon & Ludwin, LLC 0.12% Reduce -0.3% 4,907 $1.5M
Liberty Wealth Management LLC 0.18% No change 5,242 $1.5M
Wealthspire Advisors, LLC 0.01% Add +13.7% 4,828 $1.4M
Triangle Securities Wealth Management 0.29% Reduce -1.6% 4,825 $1.4M
Meridian Wealth Advisors, LLC 0.16% Reduce -5.0% 4,752 $1.4M
Pathstone Holdings, LLC 0.00% Add +24.9% 4,750 $1.4M
BCS Wealth Management 0.26% No change 4,737 $1.4M
Aberdeen Wealth Management LLC 0.68% Reduce -3.1% 4,715 $1.4M
BigSur Wealth Management LLC 0.34% No change 4,700 $1.4M
Financial Engines Advisors L.L.C. 0.00% Reduce -3.1% 4,690 $1.4M
Sidoxia Capital Management, LLC 1.02% Add +0.6% 4,665 $1.4M
Nations Financial Group Inc, /Ia/ 0.07% Add +5.2% 4,604 $1.4M
Bragg Financial Advisors, Inc 0.04% Reduce -11.3% 4,593 $1.4M
Abbot Financial Management, Inc. 0.50% Reduce -0.7% 4,564 $1.4M
Timbuktu Capital Management, LLC 2.05% — 4,549 $1.4M
Commerce Bank 0.01% Add +2.7% 4,544 $1.4M
N.E.W. Advisory Services LLC 0.09% Reduce -3.3% 4,503 $1.3M
Idaho Trust Co 0.39% Reduce -7.6% 4,448 $1.3M
One Charles Private Wealth Services, LLC 0.30% Reduce -15.8% 4,415 $1.3M
Go Invest LLC 0.31% Add +14.5% 4,406 $1.3M
Junk Investment Group, LLC 0.58% Add +3.3% 4,389 $1.3M
Philadelphia Trust Co. 0.08% No change 4,383 $1.3M
PFG Advisors 0.07% Reduce -13.0% 4,374 $1.3M
DAVENPORT & Co LLC 0.01% Reduce -24.2% 4,330 $1.3M
WNY Asset Management, LLC 0.12% Reduce -14.9% 4,309 $1.3M
Whittier Trust Co. of Nevada Inc. 0.02% Add +0.1% 4,151 $1.3M
Focus Partners Advisor Solutions, LLC 0.01% Reduce -12.9% 4,307 $1.3M
Summit Financial, LLC 0.01% Add +4.8% 4,295 $1.3M
Krilogy Financial LLC 0.04% Reduce -1.8% 4,290 $1.3M
NLB Skladi, upravljanje premozenja, d.o.o. 0.05% Add +2.8% 4,284 $1.3M
CX Institutional 0.04% Reduce -6.5% 4,270 $1.3M
Edmond DE Rothschild Holding S.A. 0.02% Add +2.4% 4,260 $1.3M
Financial Solutions Advisory Group, Inc. 0.16% No change 4,136 $1.3M
Warner Financial, Inc. 0.37% Add +11.9% 4,204 $1.3M
Bank Hapoalim BM 0.09% Reduce -18.5% 4,193 $1.3M
Summit Trail Advisors, LLC 0.02% Reduce -3.3% 4,189 $1.3M
Everest Financial Group LLC 0.17% Reduce -6.0% 4,166 $1.2M
Hudson Value Partners, LLC 0.31% Add +2.0% 4,152 $1.2M
Pinnacle Associates Ltd. 0.01% Add +2.9% 4,148 $1.2M
Allianz Asset Management GmbH 0.00% Reduce -78.4% 4,100 $1.2M
World Investment Advisors 0.02% Reduce -51.5% 4,356 $1.2M
Valeo Financial Advisors, LLC 0.03% Reduce -0.5% 4,054 $1.2M
Stonebridge Financial Group, LLC 0.17% — 4,046 $1.2M
Ignite Planners, LLC 0.16% Reduce -0.8% 3,996 $1.2M
Jacobs Equity LLC 0.82% Add +3.6% 3,956 $1.2M
Cardiff Park Advisors, LLC 0.09% Reduce -4.7% 3,955 $1.2M
CORDA Investment Management, LLC. 0.07% New 3,944 $1.2M
Woodward Diversified Capital, LLC 0.52% Reduce -9.9% 3,943 $1.2M
Ingalls & Snyder LLC 0.03% Reduce -7.6% 3,934 $1.2M
Signal Advisors Wealth, LLC 0.06% Add +43.5% 3,919 $1.2M
Investor's Fiduciary Advisor Network, LLC 0.40% Reduce -21.6% 3,919 $1.2M
Accretive Wealth Partners, LLC 0.28% Add +0.1% 3,866 $1.2M
Focused Wealth Management, Inc 0.10% Reduce -1.2% 3,865 $1.2M
AE Wealth Management LLC 0.01% Add +25.6% 3,853 $1.2M
RBA Wealth Management, LLC 0.42% Reduce -0.3% 3,844 $1.1M
Prospera Financial Services Inc 0.02% Reduce -19.5% 3,838 $1.1M
Mgo One Seven LLC 0.02% Reduce -4.0% 3,811 $1.1M
Sumitomo Mitsui Financial Group, Inc. 0.02% Add +11.4% 3,806 $1.1M
HUB Investment Partners, LLC 0.02% Add +315.4% 3,776 $1.1M
Great Valley Advisor Group, Inc. 0.02% Reduce -12.6% 3,772 $1.1M
Inscription Capital, LLC 0.10% No change 3,767 $1.1M
Christensen, King & Associates Investment Services, Inc. 0.44% No change 3,744 $1.1M
Councilor Wealth, LLC 0.45% Add +0.0% 3,736 $1.1M
Wealthspan Partners, LLC 0.35% Reduce -1.2% 3,713 $1.1M
Integral Investment Advisors, Inc. 0.24% No change 3,692 $1.1M
Triton Financial Group Inc 0.63% New 3,650 $1.1M
Diversify Advisory Services, LLC 0.02% New 3,550 $1.1M
Diversify Wealth Management, LLC 0.02% Add +137.0% 3,550 $1.1M
CCG Wealth Management, LLC 0.25% Reduce -0.1% 3,631 $1.1M
Kelleher Financial Advisors 0.15% Add +46.5% 3,608 $1.1M
Goldstein Advisors, LLC 0.10% Reduce -2.5% 3,598 $1.1M
Red Mountain Financial, LLC 0.90% Add +15.2% 3,592 $1.1M
Apollon Wealth Management, LLC 0.01% Reduce -51.8% 3,569 $1.1M
Bellevue Asset Management, LLC 0.49% Add +0.0% 3,560 $1.1M
Pinnacle Financial Partners, Inc. 0.01% Add +0.8% 3,509 $1.0M
John A. Wolfe & Associates, Inc. 1.44% Add +0.4% 3,501 $1.0M
Sovereign Financial Group, Inc. 0.16% Add +18.4% 3,488 $1.0M
Goepper Burkhardt LLC 0.31% Reduce -3.2% 3,486 $1.0M
United Capital Financial Advisors, LLC 0.01% Reduce -10.5% 3,459 $1.0M
Bigelow Investment Advisors, LLC 0.37% Reduce -7.0% 3,455 $1.0M
Gryphon Financial Partners LLC 0.09% Reduce -0.8% 3,447 $1.0M
JM2 Capital Inc. 0.71% Reduce -1.1% 3,441 $1.0M
AlphaStar Capital Management, LLC 0.07% Add +156.2% 3,420 $1.0M
McIntyre Freedman & Flynn Investment Advisers Inc. 0.61% Reduce -19.2% 3,399 $1.0M
Great Diamond Partners, LLC 0.17% New 3,387 $1.0M
Embree Financial Group 0.10% Reduce -34.9% 3,352 $1.0M
Flagstar Securities, Inc. 0.30% Reduce -0.7% 3,351 $1.0M
Kovack Advisors, Inc. 0.05% Add +33.3% 3,330 $1.0M
Cornerstone Select Advisors, LLC 0.42% Add +0.5% 3,346 $1.0M
Financial Perspectives, Inc 0.24% Add +0.1% 3,322 $993K
Moneco Advisors, LLC 0.06% Add +270.9% 3,316 $991K
Werba Rubin Papier Wealth Management 0.12% Add +2.5% 3,311 $990K
Zhang Financial LLC 0.03% Add +49.3% 3,288 $983K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Reduce -17.5% 3,272 $978K
Ranch Capital Advisors Inc. 0.31% Add +0.0% 3,247 $971K
Busey Bank 0.02% Add +6.2% 3,246 $971K
Centaurus Financial, Inc. 0.04% Reduce -50.9% 3,202 $958K
Smith & Howard Wealth Management, LLC 0.20% No change 3,202 $957K
Holderness Investments Co. 0.16% Add +2.0% 3,201 $957K
KTF Investments, LLC 0.10% Reduce -15.8% 3,200 $957K
Long Island Wealth Management, Inc. 0.40% Add +0.1% 3,199 $957K
Pacific Center for Financial Services 0.21% Reduce -1.7% 3,191 $954K
RFG Advisory, LLC 0.01% Add +7.6% 3,188 $953K
Conservest Capital Advisors, Inc. 0.08% Add +2.6% 3,188 $953K
Benjamin Edwards Inc. 0.01% Add +21.6% 3,141 $939K
Pallas Capital Advisors LLC 0.03% Reduce -0.4% 3,139 $939K
Retirement Planning Co of New England, Inc. 0.34% Reduce -0.5% 3,132 $936K
Caprock Group, LLC 0.02% Add +65.2% 3,080 $921K
Davis R M Inc. 0.01% Add +68.2% 3,069 $918K
Elevation Point Wealth Partners, LLC 0.02% Reduce -4.8% 3,063 $916K
KDK Private Wealth Management, LLC 0.76% Reduce -1.3% 3,058 $914K
Disciplined Investors, L.L.C. 0.46% Reduce -1.4% 3,052 $912K
First Wilshire Securities Management Inc. 0.19% No change 3,050 $912K
Whittier Trust Co. 0.01% No change 2,977 $910K
Kennedy Investment Group, Inc. 0.31% Reduce -5.7% 3,028 $905K
Olistico Wealth, LLC 0.39% Reduce -9.7% 3,019 $903K
HBK Sorce Advisory LLC 0.02% Add +24.1% 2,925 $903K
Sequent Planning LLC 0.19% Reduce -3.6% 3,017 $902K
1015 Capital Partners, LLC 0.75% No change 3,010 $900K
Brandywine Oak Private Wealth LLC 0.07% Add +3.4% 3,000 $897K
Qube Research & Technologies Ltd 0.00% Add +75.2% 2,999 $897K
OceanIQ Capital, LLC 0.55% — 2,832 $894K
Facet Wealth, Inc. 0.01% Reduce -2.9% 2,984 $892K
Cascade Wealth Advisors, Inc 0.35% Reduce -8.4% 2,829 $883K
First National Bank of Omaha 0.02% No change 2,910 $880K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -8.6% 2,941 $879K
Rayburn West Financial Services LLC 0.48% No change 2,938 $879K
CRA Financial Services, LLC 0.10% Add +0.3% 2,936 $878K
Modera Wealth Management, LLC 0.01% Reduce -0.2% 2,932 $877K
Nuveen, LLC 0.00% New 2,921 $873K
Xcelsior Advisor Partners LLC 0.12% New 2,919 $873K
Center for Financial Planning, Inc. 0.08% Add +55.7% 2,919 $873K
Cibc World Market Inc. 0.00% Add +25.2% 2,893 $865K
Atala Financial Inc 0.52% Add +0.5% 2,880 $861K
Fort Sheridan Advisors LLC 0.09% Reduce -2.6% 2,878 $861K
Monograph Wealth Advisors, LLC 0.07% No change 2,872 $859K
Allied Private Wealth LLC 0.55% — 2,801 $859K
Gradient Capital Advisors, LLC 0.20% Add +5.0% 2,856 $854K
Summit Global Investments 0.05% New 2,845 $851K
Vanguard National Trust Co 0.05% No change 2,840 $849K
Endeavor Private Wealth, Inc. 0.21% Reduce -17.6% 2,837 $848K
Nicolet Bankshares Inc. 0.03% No change 2,832 $847K
Wedbush Securities Inc. 0.02% Add +7.8% 2,798 $836K
LPWM LLC 0.19% Reduce -3.5% 2,795 $836K
Ashton Thomas Securities, LLC 0.12% Add +5.2% 2,791 $835K
Wealth Management Resources, Inc. 0.26% Add +0.3% 2,777 $830K
IVC Wealth Advisors LLC 0.32% Add +5.7% 2,767 $827K
Park Avenue Securities LLC 0.01% Reduce -43.9% 2,759 $825K
Western Wealth Management, LLC 0.03% Add +12.2% 2,758 $825K
Readystate Asset Management LP 0.05% Reduce -49.1% 2,742 $820K
McGuire Investment Group, LLC 0.07% Add +2.4% 2,736 $818K
Berkeley Capital Partners, LLC 0.17% Add +17.2% 2,726 $815K
Daybright Advisory Services, Inc. 0.19% Add +10.4% 2,674 $815K
Belpointe Asset Management LLC 0.03% Reduce -1.1% 2,725 $815K
Athena Investment Management 0.48% Reduce -3.0% 2,718 $813K
Waldron Private Wealth LLC 0.03% No change 2,713 $811K
Bluebird Wealth Management LLC 0.70% No change 2,700 $807K
Marathon Wealth Advisors LLC 0.28% Add +0.2% 2,691 $805K
JFS Wealth Advisors, LLC 0.04% Add +9.2% 2,684 $802K
Fiduciary Trust Co 0.01% Add +24.8% 2,683 $802K
Fisher Asset Management 0.00% Add +7.5% 2,676 $800K
Maripau Wealth Management LLC 0.28% Add +36.9% 2,670 $798K
Composition Wealth, LLC 0.01% Add +16.6% 2,649 $792K
Koshinski Asset Management, Inc. 0.04% Reduce -2.1% 2,636 $788K
Elite Financial, Inc. 0.32% Reduce -23.3% 2,635 $787K
Planning Directions Inc. 0.36% Reduce -12.5% 2,618 $783K
Connecticut Wealth Management, LLC 0.03% Reduce -4.3% 2,617 $783K
Integrity Alliance, Llc. 0.02% Add +41.1% 2,589 $774K
Obermeyer Wealth Partners 0.03% Reduce -2.5% 2,587 $774K
Certified Advisory Corp 0.06% Add +4.8% 2,587 $773K
Bare Financial Services, Inc 0.18% Reduce -0.3% 2,585 $773K
Pacific Sun Financial Corp 0.32% Add +9.9% 2,580 $771K
Modern Wealth Management, LLC 0.01% Add +53.7% 2,564 $767K
LFA - Lugano Financial Advisors SA 0.46% No change 2,550 $762K
Checchi Capital Advisers, LLC 0.05% No change 2,525 $755K
Mather Group, Llc. 0.01% Add +9.1% 2,516 $752K
Charles Schwab Investment Management Inc. 0.00% Reduce -1.4% 2,515 $752K
Phillip James Consulting Co. 0.50% New 2,510 $751K
Meridian Wealth Management, LLC 0.02% Add +13.3% 2,503 $749K
Kestra Private Wealth Services, LLC 0.01% Reduce -0.6% 2,476 $740K
Capital Investment Advisory Services, LLC 0.05% Add +15.7% 2,444 $731K
Dougherty & Associates, LLC 0.58% Reduce -8.4% 2,442 $730K
Level Four Advisory Services, LLC 0.02% Reduce -4.6% 2,428 $726K
LifeGoal Investments, LLC 0.33% No change 2,414 $722K
Avior Wealth Management, LLC 0.02% Add +18.1% 2,390 $715K
Avestar Capital, LLC 0.04% New 2,376 $711K
Navis Wealth Advisors, LLC 0.27% Add +0.0% 2,375 $710K
Main Street Financial Solutions, LLC 0.05% Reduce -11.1% 2,374 $710K
Spinnaker Investment Group, LLC 0.11% Add +25.6% 2,369 $708K
First Commonwealth Financial Corp 0.10% No change 2,367 $708K
Bright Financial Advisors, Inc. 0.30% No change 2,365 $707K
One Capital Management, LLC 0.02% No change 2,590 $705K
COFG Advisors, LLC 0.12% Add +41.2% 2,358 $705K
Simmons Bank 0.04% Reduce -4.0% 2,355 $704K
Westmount Partners, LLC 0.15% No change 2,352 $703K
Graves Light Lenhart Wealth, Inc. 0.07% Reduce -1.5% 2,348 $702K
Avantax Planning Partners, Inc. 0.02% Reduce -23.9% 2,348 $702K
Bluespring Wealth Management, LLC 0.01% Add +211.3% 2,335 $698K
Wealth Management Associates, Inc. 0.19% Add +3.4% 2,320 $694K
Allegheny Financial Group 0.07% Add +0.1% 2,312 $691K
Clear Point Advisors Inc. 0.61% New 2,295 $686K
Global Retirement Partners, LLC 0.01% — 2,295 $686K
Roundview Capital LLC 0.04% Add +15.3% 2,249 $672K
QRG Capital Management, Inc. 0.01% Reduce -0.8% 2,232 $667K
Welch & Forbes LLC 0.01% No change 2,231 $667K
Farmers & Merchants Investments Inc. 0.02% No change 2,200 $658K
Brown Miller Wealth Management, LLC 0.17% No change 2,194 $656K
Investment Planning Advisors, Inc. 0.15% Add +39.1% 2,192 $655K
Hyposwiss Advisors SA 0.62% New 2,175 $651K
Flputnam Investment Management Co. 0.01% Add +1.1% 2,161 $646K
Moneta Group Investment Advisors LLC 0.00% Add +0.4% 2,161 $646K
McGlone Suttner Wealth Management, Inc. 0.08% Reduce -20.7% 2,157 $645K
D'Orazio & Associates, Inc. 0.07% No change 2,140 $640K
Kathmere Capital Management, LLC 0.03% No change 2,139 $640K
Cary Street Partners Financial LLC 0.01% Reduce -8.7% 2,134 $638K
Mystic Asset Management, Inc. 0.14% Add +0.7% 2,129 $637K
DHJJ Financial Advisors, Ltd. 0.18% No change 2,128 $636K
HF Advisory Group, LLC 0.20% Add +4.0% 2,115 $632K
Congress Park Capital LLC 0.17% Add +2.9% 2,115 $632K
Christine Messmer PC 0.36% Reduce -4.9% 2,109 $631K
CWA Asset Management Group, LLC 0.02% Reduce -9.8% 2,099 $628K
Eagle Harbor Asset Management Inc. 0.49% Add +3.3% 2,097 $627K
Ancora Advisors LLC 0.01% Add +0.1% 2,096 $627K
Alta Wealth Advisors LLC 0.17% Reduce -2.8% 2,096 $627K
HCR Wealth Advisors 0.06% Reduce -0.5% 2,088 $624K
Simplicity Wealth,LLC 0.02% New 2,053 $614K
Wealth Alliance, LLC 0.05% Reduce -0.1% 2,040 $610K
Bulwark Capital Corp 0.34% Reduce -7.0% 2,017 $603K
Values Added Financial LLC 0.22% Reduce -0.9% 2,012 $602K
Wedmont Private Capital 0.02% Add +38.3% 1,978 $600K
Analyst IMS Investment Management Services Ltd. 0.01% No change 1,980 $592K
Finward Bancorp 0.45% Add +1.4% 1,974 $590K
Brookwood Investment Group LLC 0.07% Reduce -4.8% 1,968 $589K
James Hambro & Partners LLP 0.02% Add +1.0% 1,950 $583K
Joseph P. Lucia & Associates, LLC 0.18% Reduce -2.8% 1,950 $583K
Goelzer Investment Management, Inc. 0.03% Add +17.1% 1,950 $583K
Winch Advisory Services, LLC 0.12% Add +0.4% 1,949 $583K
Creekside Partners 0.21% Reduce -1.5% 1,946 $582K
Tradewinds, LLC. 0.13% Add +592.1% 9,434 $582K
SeaCrest Wealth Management, LLC 0.06% Reduce -1.6% 1,944 $581K
Smith Salley Wealth Management 0.03% Reduce -1.1% 1,936 $579K
Keybank National Association 0.00% Reduce -26.2% 1,920 $574K
Leavell Investment Management, Inc. 0.02% Reduce -4.6% 1,912 $572K
Meridian Investment Counsel Inc. 0.12% Reduce -9.3% 1,905 $570K
Snowwater Investment Partners, LLC 0.39% No change 1,890 $565K
Apella Capital, LLC 0.01% Reduce -5.3% 1,814 $563K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -1.9% 1,869 $559K
PDS Planning, Inc 0.03% Reduce -6.7% 1,863 $557K
Ridgecrest Wealth Partners, LLC 0.27% Add +29.5% 1,860 $556K
Jefferies Financial Group Inc. 0.01% No change 1,856 $555K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -39.0% 1,846 $552K
SHP Wealth Management 0.04% No change 1,834 $548K
FAS Wealth Partners, Inc. 0.03% Add +0.2% 1,825 $546K
Asset Advisory Group, Inc. 0.24% No change 1,825 $546K
Spire Wealth Management 0.02% Reduce -7.5% 1,824 $545K
Capital Advisors Inc. 0.01% Reduce -0.1% 1,823 $545K
Essential Planning, LLC. 0.15% No change 1,818 $544K
IFG Advisory, LLC 0.02% New 1,809 $541K
Collaborative Wealth Managment Inc. 0.23% Reduce -2.2% 1,798 $538K
Financial Futures Ltd Liability Co. 0.20% Reduce -55.0% 1,796 $537K
HBW Advisory Services LLC 0.05% Add +11.3% 1,787 $534K
Bank of New York Mellon Corp 0.00% Add +7.4% 1,786 $534K
WMS Group LLC 0.69% Add +1.8% 1,777 $531K
Aptus Capital Advisors, LLC 0.00% Add +39.3% 1,774 $530K
Stratos Wealth Advisors, LLC 0.03% Reduce -65.0% 1,760 $526K
Accurate Wealth Management, LLC 0.05% Add +6.2% 1,726 $524K
Dagco, Inc. 0.10% Reduce -15.9% 1,747 $522K
Manchester Capital Management LLC 0.07% Reduce -18.1% 1,739 $520K
Mainsail Asset Management, LLC 0.20% No change 1,711 $519K
Mascagni Wealth Management, Inc. 0.32% Reduce -0.9% 1,735 $519K
American Trust 0.04% Reduce -8.0% 1,728 $517K
Founders Financial Securities LLC 0.03% Reduce -1.5% 1,722 $515K
Lazari Capital Management, Inc. 0.16% Add +0.3% 1,709 $511K
Nwam LLC 0.03% Add +20.1% 1,699 $508K
LexAurum Advisors, LLC 0.06% Add +1.4% 1,699 $508K
WJ Interests, LLC 0.19% No change 1,690 $505K
Mutual Advisors, LLC 0.01% Reduce -0.9% 1,687 $505K
BNP Paribas Financial Markets 0.00% New 1,687 $504K
Ifrah Financial Services, Inc. 0.12% Reduce -0.3% 1,678 $502K
Guardian Capital, LLC 0.41% Reduce -33.6% 1,674 $501K
VSM Wealth Advisory, LLC 0.13% Add +4.6% 1,672 $500K
Patten & Patten Inc. 0.03% No change 1,671 $500K
Moller Wealth Partners 0.09% Add +8.8% 1,665 $498K
Grant Private Wealth Management Inc 0.21% No change 1,664 $498K
Van Cleef Asset Management,Inc 0.05% No change 1,663 $497K
Fiduciary Alliance LLC 0.03% Reduce -4.3% 1,659 $496K
Novem Group 0.05% Add +34.8% 1,659 $496K
Americana Partners, LLC 0.01% Reduce -8.0% 1,649 $493K
Perryman Financial Advisory Inc. 0.07% Reduce -3.3% 1,645 $492K
Baker Avenue Asset Management, LP 0.01% New 1,642 $491K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% No change 1,632 $488K
LJI Wealth Management, LLC 0.07% Reduce -31.0% 1,631 $488K
Yoder Wealth Management, Inc. 0.19% No change 1,630 $487K
LMG Wealth Partners, LLC 0.08% Add +0.4% 1,628 $487K
Vestor Capital, LLC 0.03% Add +372.1% 1,865 $486K
Alchemi Wealth, LLC 0.23% Reduce -13.6% 1,620 $485K
Beacon Financial Advisory LLC 0.09% Reduce -10.0% 1,602 $479K
Mainstream Capital Management LLC 0.29% No change 1,596 $477K
Redhawk Wealth Advisors, Inc. 0.05% Reduce -52.8% 1,587 $474K
Madson Wealth Advisors Inc 0.32% New 1,584 $474K
KPP Advisory Services LLC 0.06% Reduce -3.4% 1,583 $473K
Flagship Harbor Advisors, LLC 0.02% Add +0.2% 1,564 $468K
BOS Asset Management, LLC 0.11% No change 1,563 $467K
Channel Wealth LLC 0.10% Reduce -0.6% 1,561 $467K
Coppell Advisory Solutions LLC 0.04% New 2,101 $465K
Sageworth Trust Co 0.02% No change 1,556 $465K
Financial Consulate, Inc. 0.05% Add +23.2% 1,552 $464K
Betterment LLC 0.00% Add +5.7% 1,546 $462K
Rhodes Investment Advisors Inc. 0.34% Add +20.5% 1,540 $460K
McGinn Penninger Investment Management, Inc. 0.28% No change 1,539 $460K
Ieq Capital, LLC 0.00% Add +39.2% 1,533 $458K
Waters Parkerson & Co., LLC 0.02% Add +8.9% 1,525 $456K
Blue Bell Private Wealth Management, LLC 0.06% Reduce -7.6% 1,520 $454K
Wharton Business Group, LLC 0.02% Reduce -0.7% 1,509 $451K
Resolute Wealth Strategies, LLC 0.17% Add +0.3% 1,508 $451K
Haverford Trust Co 0.00% No change 1,500 $449K
Centric Wealth Management 0.07% Add +100.0% 1,550 $447K
Buck Wealth Strategies, LLC 0.05% New 1,493 $447K
BIP Wealth, LLC 0.01% Reduce -4.7% 1,484 $444K
Balyasny Asset Management L.P. 0.00% New 1,480 $443K
Chicago Partners Investment Group LLC 0.01% Add +0.7% 1,457 $442K
First Bancorp, Inc 0.17% Add +25.5% 1,475 $441K
Maridea Wealth Management LLC 0.05% New 1,471 $440K
American Money Management, LLC 0.06% No change 1,463 $437K
Optas, LLC 0.06% No change 1,463 $437K
Savvy Advisors, Inc. 0.01% Reduce -6.8% 1,462 $437K
Vise Technologies, Inc. 0.01% New 1,462 $437K
Cornerstone National Bank & Trust Co 0.15% Reduce -29.6% 1,451 $437K
KMG Fiduciary Partners, LLC 0.04% Add +19.0% 1,453 $434K
Narus Financial Partners, LLC 0.11% Add +8.0% 1,452 $434K
StoneX Group Inc. 0.02% Add +54.9% 1,533 $434K
Greykasell Wealth Strategies, Inc. 0.16% No change 1,449 $433K
Joel Isaacson & Co., LLC 0.01% Reduce -0.3% 1,448 $433K
Round Rock Advisors LLC 0.06% Reduce -5.3% 1,436 $429K
Kingsview Wealth Management, LLC 0.01% Add +0.7% 1,435 $429K
Muirfield Wealth Advisors LLC 0.28% Add +0.3% 1,431 $428K
Verdence Capital Advisors LLC 0.02% Reduce -0.5% 1,424 $426K
Vertex Planning Partners, LLC 0.06% No change 1,423 $425K
New Perspectives, Inc 0.13% No change 1,422 $425K
Financial Insights, Inc. 0.11% No change 1,417 $424K
Rehmann Capital Advisory Group 0.02% Add +0.1% 1,406 $421K
Wealthquest Corp 0.03% No change 1,404 $420K
CMG Global Holdings, LLC 0.18% Add +0.1% 1,404 $420K
Dorsey & Whitney Trust CO LLC 0.02% No change 1,400 $419K
Gateway Wealth Partners, LLC 0.03% Reduce -55.4% 1,396 $417K
River Wealth Advisors LLC 0.04% No change 1,394 $417K
Caldwell Trust Co 0.03% Add +7.8% 1,390 $416K
CENTRAL TRUST Co 0.01% No change 1,378 $412K
Warwick Investment Management, Inc. 0.05% Add +0.1% 1,377 $412K
BCGM Wealth Management, LLC 0.09% No change 1,377 $412K
Sweeney & Michel, LLC 0.11% Add +0.2% 1,318 $411K
Daymark Wealth Partners, LLC 0.01% Reduce -14.2% 1,375 $411K
HHM Wealth Advisors, LLC 0.04% No change 1,365 $408K
Soltis Investment Advisors LLC 0.02% Reduce -5.6% 1,355 $405K
Roble, Belko & Company, Inc 0.04% No change 1,355 $405K
Sowell Financial Services LLC 0.01% Reduce -25.4% 1,353 $405K
Independent Family Office, LLC 0.16% No change 1,350 $404K
Earned Wealth Advisors, LLC 0.03% Add +0.1% 1,344 $402K
Hoxton Planning & Management, LLC 0.10% Reduce -1.5% 1,344 $402K
Noesis Capital Mangement Corp. 0.05% Reduce -0.7% 1,344 $402K
Capital Investment Advisors, LLC 0.01% Reduce -3.2% 1,343 $401K
FSM Wealth Advisors, LLC 0.04% Reduce -0.1% 1,336 $399K
St Germain D J Co. Inc. 0.01% Reduce -8.0% 1,331 $398K
Russell Investments Group, Ltd. 0.00% Reduce -7.2% 1,326 $396K
Patriot Investment Management Group, Inc. 0.02% Reduce -17.8% 1,323 $396K
360 Financial, Inc. 0.10% Reduce -4.8% 1,302 $389K
Indivisible Partners 0.02% New 1,301 $389K
Summit Place Financial Advisors, LLC 0.17% No change 1,300 $389K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -7.2% 1,273 $381K
Collective Family Office LLC 0.08% Reduce -2.5% 1,271 $380K
DV Trading LLC 0.03% New 1,263 $378K
Chemistry Wealth Management LLC 0.06% Reduce -8.6% 1,261 $377K
Searle & Co. 0.08% New 1,260 $377K
Pines Wealth Management, LLC 0.11% Add +1.9% 1,259 $376K
Nvest Financial, LLC 0.12% Add +0.3% 1,257 $376K
Aire Advisors, LLC 0.06% Add +0.2% 1,254 $375K
Ballentine Partners, LLC 0.00% No change 1,241 $371K
Avaii Wealth Management, LLC 0.11% No change 1,240 $371K
Hills Bank & Trust Co 0.02% New 1,239 $370K
Glass Jacobson Investment Advisors llc 0.12% Add +1.6% 1,238 $370K
Stableford Capital II LLC 0.13% Reduce -30.9% 1,233 $369K
Franklin Resources Inc. 0.00% Add +24.5% 1,229 $367K
Summit Asset Management, LLC 0.05% Add +0.2% 1,227 $367K
Atlantic Union Bankshares Corp 0.01% Add +0.1% 1,226 $367K
Brick & Kyle, Associates 0.12% No change 1,339 $365K
Two Sigma Securities, LLC 0.03% Reduce -26.8% 1,213 $363K
Highland Capital Management, LLC 0.02% Reduce -4.2% 1,213 $363K
Peterson Wealth Advisors, LLC 0.04% Add +3.1% 1,212 $362K
Insigneo Advisory Services, LLC 0.01% New 1,206 $361K
HighPoint Advisor Group LLC 0.01% Add +1.2% 1,204 $360K
DF Dent & Co. Inc. 0.01% No change 1,204 $360K
Shepherd Financial Partners LLC 0.03% No change 1,201 $359K
Grant Street Asset Management, Inc. 0.06% Reduce -27.2% 1,199 $359K
Chesley Taft & Associates LLC 0.01% Reduce -4.0% 1,195 $357K
GSG Advisors LLC 0.08% No change 1,194 $357K
Prostatis Group LLC 0.08% No change 1,189 $356K
Carson Advisory Inc. 0.16% Add +0.6% 1,187 $355K
Aspiriant, LLC 0.01% Reduce -6.8% 1,185 $355K
Birchcreek Wealth Management, LLC 0.14% Reduce -16.7% 1,183 $354K
Insight Advisors, LLC/ PA 0.06% Add +0.1% 1,171 $350K
Fearless Solutions, LLC dba Best Invest 0.18% Add +4.7% 1,168 $349K
Signature Equity Partners, LLC 0.16% Reduce -1.1% 1,158 $346K
Mosaic Financial Group, LLC 0.22% No change 1,154 $345K
Hanson & Doremus Investment Management 0.04% No change 1,149 $344K
Ballew Advisors, Inc 0.18% No change 1,115 $344K
Panoramic Investment Advisors, LLC 0.16% Reduce -5.9% 1,149 $344K
Harmony Asset Management LLC 0.09% No change 1,143 $342K
Strategic Investment Solutions, Inc. 0.08% Reduce -17.3% 1,142 $341K
Compass Advisory Group LLC 0.08% Add +0.3% 1,134 $339K
Range Advisory, LLC 0.04% Add +5.8% 1,132 $339K
ALM First Financial Advisors, LLC 0.06% No change 1,389 $338K
Eclectic Associates Inc. 0.04% Reduce -3.4% 1,130 $338K
LaSalle St. Investment Advisors, LLC 0.04% Add +0.1% 1,129 $338K
HM Payson & Co. 0.00% Reduce -8.5% 1,128 $337K
Salem Investment Counselors Inc. 0.01% No change 1,126 $337K
Salus Financial Advisors, LLC 0.17% No change 1,126 $337K
Mission Creek Capital Partners, Inc. 0.06% Add +7.4% 1,126 $337K
Evolution Wealth Advisors, LLC 0.04% No change 1,125 $336K
Rothschild Investment LLC 0.01% No change 1,119 $335K
Canvas Wealth Advisors, LLC 0.05% No change 1,115 $333K
Choreo, LLC 0.00% Add +0.1% 1,113 $333K
Strategic Blueprint, LLC 0.02% Reduce -1.5% 1,112 $332K
Keystone Financial Group 0.02% Reduce -0.8% 1,110 $332K
Coastal Bridge Advisors, LLC 0.02% Reduce -1.7% 1,109 $332K
Greenhouse Wealth Management, LLC 0.23% Add +0.3% 1,108 $331K
Csenge Advisory Group 0.01% Reduce -8.4% 1,106 $331K
Matrix Private Capital Group LLC 0.14% No change 1,106 $331K
Monetary Solutions, Ltd 0.28% Reduce -13.0% 1,104 $330K
Park Edge Advisors, LLC 0.07% Add +1.2% 1,104 $330K
Capital Squared Financial LLC 0.22% Add +0.4% 1,103 $330K
AMG National Trust Bank 0.01% Reduce -37.6% 1,100 $329K
Private Advisory Group LLC 0.02% No change 1,098 $328K
DUTCH ASSET Corp 0.16% No change 1,095 $328K
Oarsman Capital, Inc. 0.03% New 1,095 $328K
Black Diamond Financial, LLC 0.03% No change 1,091 $326K
Blankinship & Foster, LLC 0.07% Reduce -22.8% 1,091 $326K
Procyon Advisors, LLC 0.01% No change 1,086 $325K
Peregrine Asset Advisers, Inc. 0.07% Add +2.1% 1,084 $324K
CoreCap Advisors, LLC 0.01% Add +1.5% 1,082 $324K
Ironsides Asset Advisors, LLC 0.08% No change 1,075 $321K
Callahan Advisors, LLC 0.02% Add +0.5% 1,066 $319K
Alexander Labrunerie & Co., Inc. 0.11% New 1,061 $317K
Guardian Asset Advisors, LLC 0.15% Reduce -3.5% 1,059 $317K
Legacy Edge Advisors, LLC 0.03% Reduce -2.8% 1,055 $315K
Innovative Wealth Building LLC 0.18% Reduce -23.3% 1,053 $315K
Winebrenner Capital Management LLC 0.19% Add +0.1% 1,050 $314K
Upper Left Wealth Management, LLC 0.17% No change 1,050 $314K
McAdam, LLC 0.01% Add +6.7% 1,047 $313K
Mitchell McLeod Pugh & Williams Inc. 0.04% No change 1,044 $312K
Berger Financial Group, Inc 0.02% Reduce -10.3% 1,042 $312K
Octavia Wealth Advisors, LLC 0.03% Reduce -7.6% 1,042 $312K
Pacific Asset Management, LLC 0.15% No change 1,038 $310K
Faithward Advisors, LLC 0.04% Add +0.3% 1,037 $310K
NorthCoast Asset Management LLC 0.01% No change 1,034 $309K
Capital Square, LLC 0.14% Add +4.5% 1,018 $309K
Glen Eagle Advisors, LLC 0.04% Add +13.0% 1,032 $309K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -3.0% 1,020 $309K
Parr McKnight Wealth Management Group, LLC 0.04% Reduce -0.2% 1,030 $308K
Bridgewater Advisors Inc. 0.02% No change 1,010 $308K
MN Wealth Advisors, LLC 0.13% Add +0.3% 1,027 $307K
Rossmore Private Capital 0.02% No change 1,025 $306K
Gainplan LLC 0.12% No change 1,024 $306K
Thoroughbred Financial Services, LLC 0.01% Reduce -6.5% 1,026 $306K
Passive Capital Management, LLC. 0.10% No change 1,063 $306K
Compass Financial Group, INC 0.03% Reduce -4.4% 1,017 $304K
KLCM Advisors, Inc. 0.02% Add +0.4% 1,004 $300K
Vanguard Capital Wealth Advisors 0.20% New 1,000 $299K
Wilson & Boucher Capital Management, LLC 0.18% No change 1,000 $299K
ProVise Management Group, LLC 0.02% Reduce -5.2% 1,000 $299K
1900 Wealth Management LLC 0.02% Reduce -6.9% 1,000 $299K
Lee Danner & Bass Inc. 0.02% No change 999 $299K
Harbor Investment Advisory, LLC 0.02% No change 996 $298K
Lansing Street Advisors 0.06% Add +0.3% 988 $296K
Signaturefd, LLC 0.00% Reduce -2.0% 988 $295K
Sonata Capital Group Inc. 0.10% No change 985 $295K
Carnegie Investment Counsel 0.01% Reduce -18.7% 980 $293K
Clark Capital Management Group, Inc. 0.00% Reduce -86.8% 977 $292K
Trilogy Capital Inc. 0.01% Add +3.6% 973 $291K
Hobart Private Capital, LLC 0.05% Reduce -19.3% 968 $289K
Baltimore-Washington Financial Advisors, Inc. 0.01% New 960 $287K
Advisory Alpha, LLC 0.01% Reduce -7.7% 958 $287K
Miller Financial Services LLC 0.23% No change 958 $286K
SageGuard Financial Group, LLC 0.04% Reduce -25.6% 958 $286K
Bluedoor Private Wealth, LLC 0.12% Add +4.8% 955 $286K
Compound Planning, Inc. 0.01% Add +6.4% 953 $285K
EverSource Wealth Advisors, LLC 0.01% Reduce -19.6% 951 $284K
Legacy Advisors, LLC 0.03% Reduce -56.1% 949 $284K
Fischer Investment Strategies, LLC 0.14% Reduce -40.4% 946 $283K
Journey Advisory Group, LLC 0.02% No change 941 $281K
Jim Saulnier & Associates, LLC 0.11% Reduce -21.1% 940 $281K
Mesirow Financial Investment Management, Inc. 0.00% Reduce -7.7% 938 $281K
Ashton Thomas Private Wealth, LLC 0.01% Add +8.1% 936 $280K
NorthRock Partners, LLC 0.00% New 936 $280K
American National Bank & Trust 0.02% No change 935 $280K
D.B. Root & Company, LLC 0.06% No change 932 $279K
Lynx Investment Advisory 0.09% Add +0.3% 929 $278K
Smartleaf Asset Management LLC 0.01% No change 916 $277K
Spirepoint Private Client, LLC 0.02% No change 925 $277K
Castle Rock Wealth Management, LLC 0.05% Add +0.1% 913 $275K
Sankala Group LLC 0.18% Reduce -0.5% 860 $275K
Hardin Capital Partners, LLC 0.13% No change 915 $275K
Burford Brothers, Inc. 0.10% Add +4.8% 916 $274K
Argonautica Private Wealth Management, Inc. 0.07% New 915 $274K
Foundations Investment Advisors, LLC 0.00% Reduce -1.2% 912 $273K
Ritholtz Wealth Management 0.00% Add +7.1% 910 $272K
Tsfg, LLC 0.03% No change 911 $272K
Regions Financial Corp. 0.00% Reduce -19.1% 908 $272K
Seamount Financial Group Inc. 0.11% Add +0.3% 906 $271K
Evanson Financial, LLC 0.01% — 901 $269K
NavPoint Financial, Inc. 0.10% Add +0.3% 900 $269K
Sei Investments Co. 0.00% Add +6.8% 897 $268K
Tme Financial, Inc. 0.17% Reduce -3.9% 897 $268K
Planned Solutions, Inc. 0.08% No change 895 $268K
Rockland Trust Co. 0.01% No change 894 $267K
Calder Financial LLC 0.25% Add +0.2% 883 $264K
LOM Asset Management Ltd 0.07% No change 876 $262K
TCV Trust & Wealth Management, Inc. 0.02% Add +9.5% 876 $262K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +11.8% 869 $260K
Financial Partners Group, Inc 0.03% Add +0.1% 869 $260K
TD Private Client Wealth LLC 0.00% Add +5.0% 856 $256K
Next Level Wealth Planning, LLC 0.11% Add +4.7% 853 $255K
Midwest Trust Co 0.00% Reduce -6.8% 851 $254K
Solutions 4 Wealth, Ltd 0.33% Reduce -1.4% 850 $254K
Naples Global Advisors, LLC 0.02% No change 850 $254K
Smith, Moore & Co. 0.02% Reduce -2.6% 848 $254K
MRWM Advisors, LLC 0.10% No change 847 $253K
Prudent Investors Network, Inc. 0.05% Add +6.0% 846 $253K
Parkside Financial Bank & Trust 0.02% Add +2.2% 845 $253K
First National Trust Co 0.01% Add +11.5% 845 $253K
Beacon Capital Management, LLC 0.04% Add +3.7% 845 $253K
BLB&B Advisors, LLC 0.01% Add +1.0% 843 $252K
Red Door Wealth Management, LLC 0.02% Reduce -0.2% 842 $252K
Advisor OS, LLC 0.02% Add +0.6% 842 $252K
Columbia Asset Management 0.04% No change 840 $251K
Helium Advisors LLC 0.21% New 840 $251K
Hikari Power Ltd 0.03% No change 840 $251K
Prosperity Consulting Group, LLC 0.01% No change 833 $249K
Next Level Private LLC 0.05% Add +0.4% 829 $248K
AdvisorNet Financial, Inc 0.01% Add +13.7% 824 $246K
Resolute Advisors LLC 0.06% Add +0.5% 821 $245K
Kapstone Financial Advisors LLC 0.10% New 818 $245K
Geneos Wealth Management Inc. 0.01% Reduce -21.2% 815 $244K
DWM Financial Group, Inc. 0.22% — 846 $243K
Redwood Financial Network Corp 0.13% Add +0.3% 812 $243K
Kera Capital Partners, Inc. 0.02% No change 808 $242K
Lodestar Private Asset Management LLC 0.02% No change 808 $242K
Private Management Group Inc. 0.01% New 799 $239K
True Link Financial Advisors, LLC 0.01% Reduce -9.2% 798 $239K
Lafayette Investments, Inc. 0.04% Add +0.3% 797 $238K
Sterling Investment Counsel, LLC 0.06% No change 790 $236K
Evercore Wealth Management, LLC 0.00% No change 788 $236K
Pinnacle Wealth Management Advisory Group, LLC 0.01% Reduce -19.1% 782 $234K
Comprehensive Financial Planning, Inc. 0.12% Reduce -45.1% 781 $233K
Independent Wealth Network Inc. 0.06% New 775 $232K
Physician Wealth Advisors, Inc. 0.03% Add +1.7% 773 $231K
Bessemer Group Inc. 0.00% Reduce -26.2% 774 $231K
Foronjy Financial LLC 0.08% Reduce -3.6% 771 $231K
Summit Financial Strategies, Inc. 0.02% Reduce -16.0% 771 $231K
Sawgrass Asset Management LLC 0.03% No change 765 $229K
A. D. Beadell Investment Counsel, Inc. 0.15% No change 760 $227K
American Institute for Advanced Investment Management, LLP 0.13% Reduce -11.8% 759 $227K
MPWM Advisory Solutions, LLC 0.10% Reduce -9.4% 754 $225K
Dickmeyer Boyce Financial Management, Inc. 0.12% Add +0.3% 752 $225K
RVW Wealth, LLC 0.01% Reduce -17.1% 750 $224K
Calamos Wealth Management LLC 0.01% Reduce -16.7% 749 $224K
UMB Bank, n.a. 0.00% No change 746 $223K
Compass Financial Group, Inc. (Ohio) 0.15% Reduce -67.2% 742 $222K
Heritage Trust Co 0.02% No change 740 $221K
Riverpoint Wealth Management Holdings, LLC 0.04% New 736 $220K
Flagship Private Wealth, LLC 0.08% New 721 $216K
BlueStem Wealth Partners, LLC 0.02% New 720 $215K
Waterloo Capital, L.P. 0.01% New 718 $215K
Equitable Trust Co. 0.01% New 718 $215K
Somerset Trust Co 0.06% New 717 $214K
Briaud Financial Planning Inc 0.06% New 716 $214K
Bell Bank 0.01% New 710 $212K
Aurora Private Wealth, Inc. 0.13% Reduce -4.7% 710 $212K
MBL Wealth, LLC 0.01% New 707 $211K
JB Capital LLC 0.01% New 704 $210K
First Financial Bankshares Inc 0.00% New 701 $210K
Poehling Capital Management, INC. 0.04% New 700 $209K
All Terrain Financial Advisors, LLC 0.04% New 700 $209K
VeraBank, N.A. 0.03% New 700 $209K
Larson Financial Group LLC 0.01% Add +21.3% 700 $209K
LifeSteps Financial, Inc. 0.10% Reduce -15.3% 693 $207K
Delta Financial Advisors LLC 0.05% New 692 $207K
Avail Investment Partners, LLC 0.16% New 690 $206K
Investment Research Partners LLC 0.07% New 690 $206K
Kelman-Lazarov, Inc. 0.03% New 690 $206K
Prasad Wealth Partners, LLC 0.05% Reduce -97.3% 690 $206K
Weatherly Asset Management L. P. 0.01% New 689 $206K
Cypress Wealth Services, LLC 0.03% New 684 $204K
Fiduciary Financial Advisors 0.02% New 683 $204K
Strategic Wealth Advisors LLC 0.17% No change 710 $204K
Decision Investments, Inc. 0.19% New 680 $203K
Tenet Wealth Partners, LLC 0.15% — 663 $203K
Prosperitas Financial LLC 0.06% New 675 $202K
Kavar Capital Partners Group, LLC 0.02% Reduce -8.2% 675 $202K
BCM Advisors, LLC 0.04% New 661 $202K
Perennial Investment Advisors, LLC 0.01% New 674 $202K
Linscomb Wealth, Inc. 0.01% New 670 $200K
JMG Financial Group, Ltd. 0.00% New 670 $200K
Ritter Daniher Financial Advisory LLC / DE 0.03% Reduce -5.8% 661 $198K
International Assets Investment Management, LLC 0.01% Add +5.6% 640 $193K
Blue Trust, Inc. 0.00% Add +19.8% 610 $182K
Steigerwald, Gordon & Koch Inc. 0.02% No change 603 $180K
Progressive Investment Management Corp 0.04% No change 600 $179K
Bayban 0.13% No change 586 $175K
Vaquero Private Wealth, Ltd. 0.04% — 579 $173K
Godfrey Financial Associates, Inc. 0.13% No change 570 $170K
S.A. Mason LLC 0.05% No change 564 $169K
Sunrise Financial Services, LLC 0.10% Add +1.6% 554 $166K
Rice Partnership, LLC 0.02% No change 548 $164K
Brown Brothers Harriman & Co. 0.00% Reduce -1.3% 542 $162K
Stelac Advisory Services LLC 0.03% No change 531 $159K
Highline Wealth Partners LLC 0.03% New 521 $156K
Armor Investment Advisors, LLC 0.05% No change 515 $154K
Heritage Wealth Advisors 0.01% No change 512 $153K
Ramirez Asset Management, Inc. 0.02% No change 510 $152K
Orion Capital Management LLC 0.05% No change 500 $150K
Westfuller Advisors, LLC 0.05% Reduce -39.1% 496 $148K
Van Den Berg Management I, Inc. 0.03% Reduce -1.6% 481 $144K
Solstein Capital, LLC 0.05% No change 470 $141K
Vermillion Wealth Management, Inc. 0.03% Add +0.2% 465 $139K
EPG Wealth Management LLC 0.03% No change 453 $136K
Medallion Wealth Advisors, LLC 0.04% Reduce -60.5% 452 $135K
Acropolis Investment Management, LLC 0.01% No change 445 $133K
Adkins Seale Capital Management LLC 0.12% No change 442 $132K
Key Financial Inc 0.02% No change 431 $129K
Hazlett, Burt & Watson, Inc. 0.03% No change 425 $128K
NBH Bank 0.05% — 427 $128K
Archer Investment Corp 0.02% Add +0.2% 420 $126K
Hurley Capital, LLC 0.06% Add +0.2% 419 $125K
Hager Investment Management Services, LLC 0.06% New 418 $125K
Sterling Capital Management LLC 0.00% Reduce -1.2% 417 $125K
Fairscale Capital, LLC 0.07% No change 408 $122K
Tounjian Advisory Partners, LLC 0.05% New 406 $121K
SG Americas Securities, LLC 0.00% No change 390 $117K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 376 $112K
Washington Trust Advisors, Inc. 0.01% No change 376 $112K
Murphy & Mullick Capital Management Corp 0.07% No change 373 $112K
Davis Capital Management 0.06% Reduce -5.5% 359 $107K
Spectrum Wealth Advisory Group, LLC 0.03% New 354 $106K
Lanark Financial, Inc. 0.01% Add +2.4% 348 $104K
Cranbrook Wealth Management, LLC 0.02% No change 340 $102K
Sittner & Nelson, LLC 0.03% No change 327 $98K
Private Wealth Asset Management, LLC 0.01% No change 327 $98K
Abound Wealth Management 0.02% Add +3.5% 325 $97K
PlanVest Financial, Inc 0.06% No change 318 $95K
Horizon Bancorp Inc. 0.04% No change 319 $95K
High Point Wealth Management, LLC 0.08% Add +0.3% 312 $93K
Y.D. More Investments Ltd 0.00% No change 310 $93K
Tompkins Financial Corp. 0.01% No change 308 $92K
Allspring Global Investments Holdings, LLC 0.00% Add +12.7% 293 $90K
Clean Yield Group 0.02% No change 300 $90K
Minot DeBlois Advisors LLC 0.08% No change 299 $89K
Citizens National Bank Trust Department 0.01% No change 298 $89K
Hartford Financial Management Inc. 0.02% No change 297 $89K
Nvwm, LLC 0.02% No change 275 $82K
Bogart Wealth, LLC 0.00% No change 275 $82K
SOA Wealth Advisors, LLC. 0.01% Add +0.4% 269 $80K
Montag A & Associates Inc. 0.00% Reduce -35.5% 265 $79K
Front Row Advisors LLC 0.02% No change 250 $79K
Founders Capital Management 0.03% No change 259 $77K
Pflug Koory, LLC 0.03% No change 257 $77K
Plante Moran Financial Advisors, LLC 0.00% No change 251 $75K
Crewe Advisors LLC 0.01% No change 250 $75K
City Holding Co. 0.01% No change 248 $74K
Flagship Wealth Advisors, LLC 0.02% No change 240 $72K
Trifecta Capital Advisors, LLC 0.01% No change 238 $71K
Robinswood Financial LLC 0.02% No change 232 $69K
Ankerstar Wealth, LLC 0.06% No change 227 $68K
Cape Investment Advisory, Inc. 0.02% New 227 $68K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 225 $67K
Colonial Trust Co / SC 0.01% Reduce -76.7% 225 $67K
Gill Capital Partners, LLC 0.02% No change 219 $66K
Strategic Wealth Partners, Ltd. 0.00% No change 207 $62K
Strive Financial Group ,LLC 0.03% No change 200 $60K
Crews Bank & Trust 0.01% Add +700.0% 200 $60K
MCF Advisors LLC 0.00% Reduce -11.1% 200 $60K
Tripletail Wealth Management, LLC 0.07% No change 193 $60K
REAP Financial Group, LLC 0.01% Add +0.5% 198 $59K
Wilmington Savings Fund Society, FSB 0.00% Reduce -41.0% 196 $59K
Compass Financial Management LLC 0.01% — 195 $58K
Triumph Capital Management 0.01% Reduce -32.9% 194 $58K
Security National Bank of Sioux City Iowa 0.02% New 187 $56K
TIAA Wealth Investment Management LLC 0.00% Add +8.9% 183 $55K
Lodestone Wealth Management LLC 0.02% No change 180 $54K
Obsidian Cio, LLC 0.04% New 180 $54K
Piscataqua Savings Bank 0.04% Reduce -45.9% 178 $53K
Evolution Wealth Management Inc. 0.03% No change 177 $53K
Trust Co. of Toledo NA 0.00% No change 175 $52K
Private Trust Co. NA 0.00% No change 169 $51K
Beacon Investment Advisory Services, Inc. 0.00% New 168 $50K
Forum Finance Group S.A. 0.02% New 206 $50K
Bullock Wealth Management Group 0.02% Add +0.6% 166 $50K
Dunhill Financial, LLC 0.01% Reduce -30.7% 165 $50K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 160 $48K
Hantz Financial Services, Inc. 0.00% Add +336.1% 157 $47K
Align Financial, LLC 0.02% No change 155 $46K
Maryland Capital Advisors Inc. 0.01% — 154 $46K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 152 $45K
Seneschal Advisors, LLC 0.03% No change 150 $45K
Golden State Wealth Management, LLC 0.00% Reduce -76.8% 150 $45K
Turtle Creek Wealth Advisors, LLC 0.00% No change 150 $45K
Hilltop National Bank 0.01% No change 144 $43K
Bfsg, LLC 0.00% Add +78.8% 143 $43K
Duncker Streett & Co. Inc. 0.01% No change 142 $42K
Deutsche Bank AG 0.00% No change 140 $42K
Bangor Savings Bank 0.00% New 135 $40K
Roxbury Financial LLC 0.03% No change 130 $39K
Costello Asset Management, INC 0.01% No change 128 $38K
Tidemark, LLC 0.01% No change 125 $37K
Atwood & Palmer Inc. 0.00% No change 121 $36K
Paladin Advisory Group, LLC 0.02% No change 112 $33K
SouthState Bank Corp 0.00% Reduce -15.4% 110 $33K
Monetary Management Group Inc. 0.01% No change 110 $33K
Silver Grove Financial Group, Inc. 0.02% New 108 $32K
Oxford Financial Group, LTD. LLC 0.00% Reduce -91.6% 106 $32K
Biltmore Family Office, LLC 0.00% Add +277.8% 102 $30K
Investment Counsel Co. of Nevada 0.06% New 101 $30K
Smithfield Trust Co 0.00% No change 100 $30K
Lavaca Capital LLC 0.00% No change 100 $30K
NBT Bank, N.A. 0.00% Reduce -71.3% 100 $30K
Rakuten Securities, Inc. 0.01% Reduce -3.9% 99 $30K
NFSG Corp 0.00% No change 99 $30K
BankPlus Trust Department 0.01% No change 91 $27K
KERR FINANCIAL PLANNING Corp 0.03% Reduce -80.8% 91 $27K
Horizon Financial Services, LLC 0.01% Add +0.0% 88 $26K
Rialto Wealth Management, LLC 0.00% No change 83 $25K
Versant Capital Management, Inc 0.00% Add +241.7% 82 $25K
Simplex Trading, LLC 0.00% Reduce -62.2% 82 $25K
JDM Financial Group LLC 0.01% No change 80 $24K
TOP Private Wealth LLC. 0.02% — 78 $23K
Advanced Asset Management Advisors Inc 0.01% New 75 $22K
Tradewinds Capital Management, LLC 0.00% No change 75 $22K
Boyd Watterson Asset Management LLC 0.01% No change 73 $22K
Eastern Bank 0.00% Add +58.7% 73 $22K
Tower View Wealth Management LLC 0.01% Add +1.4% 70 $21K
Markowski Investments 0.00% — 68 $20K
United Community Bank 0.01% No change 66 $20K
Mascoma Wealth Management LLC 0.00% No change 65 $19K
Measured Wealth Private Client Group, LLC 0.00% New 64 $19K
Country Trust Bank 0.00% No change 64 $19K
First Pacific Financial 0.00% Reduce -3.1% 63 $19K
Main Street Group, LTD 0.00% No change 62 $19K
Coston, McIsaac & Partners 0.00% No change 60 $18K
CNB Bank 0.01% No change 56 $17K
Cambient Family Office, LLC 0.00% New 56 $17K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 55 $16K
Napier Financial, LLC 0.00% No change 54 $16K
Elevate Wealth Advisory, Inc. 0.01% No change 53 $16K
EFG International AG 0.00% No change 53 $16K
Caitlin John, LLC 0.01% No change 52 $16K
Continuum Advisory, LLC 0.00% New 52 $16K
Gables Capital Management Inc. 0.01% No change 50 $15K
Fairway Wealth LLC 0.00% New 50 $15K
Financial Management Professionals, Inc. 0.00% No change 50 $15K
Private Wealth Management Group, LLC 0.00% Add +69.0% 49 $15K
Glassman Wealth Services 0.00% New 48 $14K
Aventura Private Wealth, LLC 0.00% No change 46 $14K
Providence Capital Advisors, LLC 0.00% New 45 $13K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 42 $13K
Mogy Joel R Investment Counsel Inc. 0.00% New 41 $12K
Peachtree Investment Partners, LLC 0.00% No change 41 $12K
Bay Harbor Wealth Management, LLC 0.00% No change 39 $12K
Proathlete Wealth Management LLC 0.00% Add +5.6% 38 $11K
Valley National Advisers Inc. 0.00% Reduce -72.5% 36 $11K
Highland Investment Advisors LLC 0.00% — 34 $10K
Frazier Financial Advisors, LLC 0.01% Add +3.0% 34 $10K
Hoey Investments, Inc. 0.00% Reduce -54.8% 33 $10K
Concord Wealth Partners 0.00% New 31 $9K
LM Advisors LLC 0.04% Add +263.9% 30,901 $9K
Barrett & Company, Inc. 0.00% No change 29 $9K
Realta Investment Advisors 0.00% New 28 $8K
DiNuzzo Private Wealth, Inc. 0.00% No change 26 $8K
Game Plan Financial Advisors, LLC 0.00% New 26 $8K
McDonald Partners LLC 0.00% New 26 $8K
Accordant Advisory Group Inc 0.01% No change 25 $7K
SJS Investment Consulting Inc. 0.00% No change 25 $7K
Silicon Valley Capital Partners 0.00% No change 21 $6K
Nemes Rush Group LLC 0.00% No change 20 $6K
Global Trust Asset Management, LLC 0.00% No change 19 $6K
Keating Financial Advisory Services, Inc. 0.00% Add +11.8% 19 $6K
Gen-Wealth Partners Inc 0.00% No change 18 $5K
Prestige Wealth Management Group LLC 0.00% New 17 $5K
Evermay Wealth Management LLC 0.00% No change 17 $5K
Financial Network Wealth Advisors LLC 0.00% New 16 $5K
Advocate Investing Services LLC 0.00% No change 16 $5K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -46.4% 15 $4K
First Horizon Corp. 0.00% No change 13 $4K
Strengthening Families & Communities, LLC 0.00% No change 13 $4K
Ares Financial Consulting, LLC 0.00% New 12 $4K
Key Capital Management, INC 0.00% No change 10 $3K
WPG Advisers, LLC 0.00% No change 9 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 8 $2K
PFS Partners, LLC 0.00% No change 6 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 6 $2K
CrossGen Wealth, LLC 0.00% No change 4 $1K
Register Financial Advisors LLC 0.00% New 4 $1K
Angeles Wealth Management, LLC 0.00% Reduce -50.0% 4 $1K
Quaker Wealth Management, LLC 0.00% No change 4 $1K
Covestor Ltd 0.00% Add +33.3% 4 $1K
Avion Wealth 0.00% No change 5 $1K
Central Pacific Bank - Trust Division 0.00% New 2 $598
Victory Capital Management Inc. 0.00% New 1 $245
Commonwealth Retirement Investments LLC 0.00% New 1 $177
Spirit of America Management Corp. 0.00% Add +26871.7% 39,109 $130

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