Vanguard Int Div App Indx FDVIGIETF

13F holders, Q1 2026 (March 31)
595holders +7
47new positions
42sold out
4famous investors
$88.55avg. 13F price*

At the end of Q1 2026, 595 institutions reported holding Vanguard Int Div App Indx FD (VIGI) in their 13F filings, up 7 from Q4 2025. 47 opened new positions and 42 sold out. The largest holders were EP Wealth Advisors, LLC ($640.4M), Morgan Stanley ($616.0M) and Bank of America Corp. ($291.6M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vanguard Int Div App Indx FD
CUSIP
921946810
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 433Q1 2024Q2 2024: 438Q2 2024Q3 2024: 464Q3 2024Q4 2024: 492Q4 2024Q1 2025: 508Q1 2025Q2 2025: 534Q2 2025Q3 2025: 543Q3 2025Q4 2025: 588Q4 2025Q1 2026: 595Q1 2026Q2 2026: 608Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions47$58.4M
Exits42$51.5M

All 13F filers, Q4 2025 → Q1 2026: 3,604,546 shares bought and 8,997,198 shares sold, net −5,392,652 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 595 holders

EP Wealth Advisors, LLC 3.15% Add +10.8% 7,239,592 $640.4M
Morgan Stanley 0.04% Add +2.5% 6,963,462 $616.0M
Bank of America Corp. 0.02% Reduce -4.8% 3,296,753 $291.6M
Vantagepoint Investment Advisers LLC 1.73% Reduce -7.2% 2,308,799 $204.2M
Jones Financial Companies LLLP 0.07% Add +26.4% 1,631,663 $139.4M
Wells Fargo & Company 0.02% Add +7.6% 1,406,466 $124.4M
Bank of New York Mellon Corp 0.02% Reduce -42.1% 1,027,578 $90.9M
LPL Financial LLC 0.02% Reduce -8.1% 1,013,134 $89.6M
Envestnet Asset Management Inc. 0.02% Add +9.3% 803,093 $71.0M
Jane Street Group, LLC 0.08% Add +122.2% 800,110 $70.8M
Raymond James Financial Inc. 0.02% Add +5.6% 789,822 $69.9M
Royal Bank of Canada 0.01% Add +2.3% 687,632 $60.8M
UBS Group AG 0.01% Add +2.4% 667,359 $59.0M
SCS Capital Management LLC 0.60% Reduce -10.7% 642,938 $56.9M
Captrust Financial Advisors 0.07% Add +17.8% 471,504 $41.7M
Cetera Investment Advisers 0.04% Add +2.7% 462,280 $40.9M
American Financial Advisors, LLC 5.35% Reduce -0.7% 453,226 $40.1M
Commonwealth Equity Services, LLC 0.06% Reduce -29.7% 447,397 $39.6M
Capital Advantage, Inc. 5.04% Add +1.0% 435,687 $38.5M
NewEdge Advisors, LLC 0.12% Add +2.3% 365,775 $32.4M
Ameriprise Financial Inc. 0.01% Reduce -15.4% 364,686 $32.3M
Cresset Asset Management, LLC 0.13% Reduce -45.1% 336,117 $29.7M
Mariner, LLC 0.03% Add +9.9% 312,779 $27.7M
Ackerman Capital Advisors, LLC 5.64% Reduce -0.7% 310,912 $27.5M
B & T Capital Management DBA Alpha Capital Management 3.95% Add +2.3% 308,271 $27.3M
Choreo, LLC 0.33% Add +0.6% 306,211 $27.1M
Janney Montgomery Scott LLC 0.06% Add +2.2% 285,999 $25.3M
Flow Traders U.S. LLC 0.80% New 284,860 $25.2M
Weatherly Asset Management L. P. 2.03% Add +1.3% 284,123 $25.1M
VeraBank, N.A. 4.43% Add +0.1% 273,590 $24.2M
Resonant Capital Advisors, LLC 1.26% Reduce -9.7% 270,407 $23.9M
Navalign, LLC 5.77% Add +4.6% 258,797 $22.9M
Peapack Gladstone Financial Corp. 0.28% Add +59.6% 243,367 $21.5M
Focused Wealth Management, Inc 2.15% Add +0.7% 232,500 $20.6M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -64.8% 219,914 $19.5M
Eastern Bank 0.32% Reduce -6.0% 212,032 $18.8M
Compass Financial Group, INC 2.61% Add +9.2% 211,094 $18.7M
Stifel Financial Corp. 0.02% Add +2.0% 208,525 $18.4M
GEN Financial Management, INC. 11.11% Add +2.3% 202,792 $17.9M
MML Investors Services, LLC 0.05% Reduce -7.0% 200,087 $17.7M
Avantax Planning Partners, Inc. 0.46% Reduce -1.1% 190,877 $16.9M
Howard Financial Services, LTD. 1.86% Add +6.9% 186,482 $16.5M
Baird Financial Group, Inc. 0.03% Add +209.8% 186,248 $16.5M
Private Advisor Group, LLC 0.08% Add +0.9% 184,951 $16.4M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -22.1% 154,232 $13.8M
Rockefeller Capital Management L.P. 0.02% Reduce -2.1% 150,539 $13.3M
Osaic Holdings, Inc. 0.02% Reduce -13.8% 149,611 $13.2M
Goldstone Financial Group, LLC 1.36% Reduce -11.8% 141,661 $12.5M
Dagco, Inc. 2.68% Add +12.6% 139,728 $12.4M
Natixis Advisors, LLC 0.02% Add +35.1% 137,557 $12.2M
Human Investing LLC 1.76% Add +0.3% 136,531 $12.1M
Mercer Global Advisors Inc. 0.02% Add +16.3% 135,479 $12.0M
Wedmont Private Capital 0.38% Reduce -6.5% 127,708 $11.7M
Buttonwood Financial Advisors Inc. 3.76% Add +5.9% 127,170 $11.2M
Silver Lake Advisory, LLC 4.46% Add +35.2% 127,017 $11.2M
Tilia Fiduciary Partners, Inc. 6.09% Add +1.3% 125,318 $11.1M
Landmark Wealth Management, LLC 2.96% Add +18.1% 125,044 $11.1M
Rothschild Wealth LLC 0.98% Add +4.0% 122,747 $10.9M
SWAN Capital LLC 3.94% Add +21.5% 121,164 $10.7M
Betterment LLC 0.02% Reduce -0.4% 120,831 $10.7M
Keeler & Nadler Financial Planning & Wealth Management 3.62% Reduce -25.7% 120,568 $10.7M
D.A. Davidson & Co. 0.06% Add +2.0% 117,502 $10.4M
Steward Partners Investment Advisory, LLC 0.05% Add +11.4% 117,040 $10.4M
Kohmann Bosshard Financial Services, LLC 1.00% Add +4.5% 116,668 $10.3M
Bank of Montreal 0.00% Add +2.6% 115,115 $10.2M
Kestra Advisory Services, LLC 0.04% Add +5.5% 113,269 $10.0M
Financial Perspectives, Inc 2.73% Add +1.4% 110,433 $9.8M
Truist Financial Corp. 0.01% Reduce -5.1% 109,558 $9.7M
Revisor Wealth Management LLC 2.65% Reduce -3.6% 108,412 $9.6M
RTD Financial Advisors, Inc. 1.17% Reduce -2.0% 107,556 $9.5M
Baxter Bros Inc. 1.16% Add +14.0% 106,612 $9.4M
Keystone Financial Group, Inc. 4.72% Add +0.4% 102,741 $9.1M
Clarion Wealth Managment Partners, LLC 8.08% Reduce -25.6% 100,764 $8.9M
Cerity Partners LLC 0.01% Reduce -5.2% 100,483 $8.9M
Blair William & Co. 0.02% Reduce -1.3% 97,248 $8.6M
Madson Wealth Advisors Inc 7.10% — 96,543 $8.5M
Citigroup Inc. 0.01% Reduce -93.7% 96,507 $8.5M
JNBA Financial Advisors 0.71% Reduce -2.9% 96,068 $8.5M
Collective Family Office LLC 1.91% Add +7.5% 96,002 $8.5M
Corient Private Wealth LP 0.01% Add +10.1% 92,885 $8.2M
BCGM Wealth Management, LLC 1.97% Add +2.7% 88,444 $7.8M
Montecito Bank & Trust 1.27% Reduce -4.8% 87,282 $7.7M
Cary Street Partners Financial LLC 0.19% Reduce -0.3% 86,901 $7.7M
Ieq Capital, LLC 0.03% Add +17.8% 84,809 $7.5M
New England Private Wealth Advisors LLC 0.85% Add +4.3% 83,654 $7.4M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -5.0% 83,606 $7.4M
Verum Partners LLC 1.38% Add +34.6% 82,170 $7.3M
Concord Wealth Partners 0.94% Add +11.5% 81,887 $7.2M
Allworth Financial LP 0.03% Reduce -2.7% 81,294 $7.2M
Leavell Investment Management, Inc. 0.29% Reduce -11.2% 80,707 $7.1M
Concord Asset Management, LLC 1.20% Add +11.1% 80,495 $7.1M
Apella Capital, LLC 0.10% New 74,397 $7.0M
Gotham Asset Management 0.02% Add +19.9% 78,691 $7.0M
Addison Advisors LLC 1.51% Add +1.8% 77,180 $6.8M
Cornerstone Advisors Asset Management, LLC 1.05% No change 76,783 $6.8M
Smith, Moore & Co. 0.49% Reduce -2.2% 76,600 $6.8M
Financial Connections Group, Inc. 2.35% Reduce -9.6% 76,502 $6.8M
Goldman Sachs Group Inc. 0.00% Reduce -10.0% 72,903 $6.4M
180 Wealth Advisors, LLC 0.72% Add +27.6% 71,203 $6.3M
JPMorgan Chase & Co. 0.00% Add +50.8% 72,273 $6.2M
Exchange Traded Concepts, LLC 0.05% Reduce -1.8% 70,076 $6.2M
Tanglewood Wealth Management, Inc. 0.51% Reduce -11.6% 69,322 $6.1M
FreeGulliver LLC 2.52% Reduce -56.2% 67,700 $6.0M
Werba Rubin Papier Wealth Management 0.82% Add +4.3% 66,431 $5.9M
Opus Financial Solutions LLC 5.51% Reduce -5.2% 66,145 $5.9M
Cornerstone Wealth Management, LLC 0.29% Reduce -0.1% 65,921 $5.8M
Parallel Advisors, LLC 0.10% Reduce -1.1% 65,906 $5.8M
Susquehanna International Group, LLP 0.01% New 64,448 $5.7M
Equitable Holdings, Inc. 0.04% Add +4.3% 62,354 $5.7M
Sweeney & Michel, LLC 1.63% Reduce -0.7% 60,315 $5.5M
Ashton Thomas Private Wealth, LLC 0.13% Reduce -20.6% 62,078 $5.5M
HighTower Advisors, LLC 0.01% Add +10.7% 61,829 $5.5M
Studio Investment Management LLC 0.98% Reduce -1.5% 61,618 $5.5M
EverSource Wealth Advisors, LLC 0.17% Add +12.5% 61,306 $5.4M
Oppenheimer & Co. Inc. 0.07% Add +7.5% 60,297 $5.3M
PDS Planning, Inc 0.35% Add +0.7% 60,058 $5.3M
High Net Worth Advisory Group LLC 1.22% Add +3.5% 59,150 $5.2M
PFG Advisors 0.25% Add +8.8% 58,269 $5.2M
Stokes Family Office, LLC 0.51% Reduce -6.5% 56,139 $5.0M
MCF Advisors LLC 0.22% Reduce -0.1% 55,679 $4.9M
Vance Wealth, LLC 1.42% Add +26.8% 55,587 $4.9M
Cliftonlarsonallen Wealth Advisors, LLC 0.07% Reduce -97.3% 55,000 $4.9M
NCM Capital Management, LLC 1.73% Add +0.3% 54,507 $4.8M
Advisory Services Network, LLC 0.06% Add +4.0% 53,803 $4.8M
Princeton Global Asset Management LLC 0.77% Add +4.0% 53,516 $4.7M
Aspect Partners, LLC 1.93% Add +0.1% 53,477 $4.7M
J. Mark Nickell & Co. 4.20% Add +6.3% 52,592 $4.7M
Bristlecone Value Partners, LLC 4.01% Add +4.2% 51,553 $4.6M
Beacon Pointe Advisors, LLC 0.02% Reduce -3.4% 50,923 $4.5M
Integrity Alliance, Llc. 0.17% Reduce -46.7% 49,699 $4.4M
American Financial & Tax Strategies Inc. 2.09% Add +0.9% 48,636 $4.3M
Citadel Advisors 0.00% New 48,252 $4.3M
Sovran Advisors, LLC 0.32% Add +4.5% 44,712 $4.1M
St Germain D J Co. Inc. 0.16% Add +2.5% 46,581 $4.1M
Beacon Financial Planning, Inc. 1.58% Add +85.4% 46,207 $4.1M
Modern Wealth Management, LLC 0.07% Reduce -7.6% 45,492 $4.1M
Creative Planning 0.00% Reduce -10.5% 43,737 $3.9M
Frederick Financial Consultants, LLC 1.91% Reduce -0.6% 43,350 $3.8M
Smith Partners Wealth Management, LLC 3.43% Reduce -9.2% 43,228 $3.8M
Eq Wealth Advisors, LLC 2.20% Add +5.2% 42,579 $3.8M
Tobias Financial Advisors, Inc. 0.52% Reduce -20.0% 42,089 $3.7M
Sanctuary Advisors, LLC 0.02% Reduce -67.1% 42,029 $3.7M
FAS Wealth Partners, Inc. 0.23% Reduce -1.2% 40,890 $3.6M
Moseley Investment Management Inc. 1.10% Add +11.2% 38,991 $3.4M
Quantinno Capital Management LP 0.01% Add +227.7% 38,483 $3.4M
Red Mountain Financial, LLC 3.20% Reduce -1.4% 38,375 $3.4M
Franklin Resources Inc. 0.00% Add +1.5% 38,324 $3.4M
Independent Advisor Alliance 0.04% New 38,154 $3.4M
Integrated Wealth Concepts LLC 0.03% Add +621.0% 37,346 $3.3M
Benjamin Edwards Inc. 0.03% Reduce -14.2% 36,504 $3.2M
Sound View Wealth Advisors Group, LLC 0.22% Add +1.0% 36,496 $3.2M
Cahill Financial Advisors Inc. 0.35% Add +0.8% 36,138 $3.2M
HB Wealth Management, LLC 0.02% Reduce -7.6% 36,070 $3.2M
Waverly Advisors, LLC 0.02% Reduce -12.8% 35,801 $3.2M
OMC Financial Services LTD 1.23% Add +76.4% 35,789 $3.2M
United Advisor Group, LLC 0.39% Add +3.1% 35,510 $3.1M
Signature Estate & Investment Advisors LLC 0.06% Add +0.4% 34,932 $3.1M
JT Stratford LLC 0.39% Reduce -0.4% 34,921 $3.1M
Whipplewood Advisors, LLC 1.60% Reduce -0.5% 34,812 $3.1M
Family Investment Center, Inc. 0.58% Add +0.6% 34,354 $3.0M
Strategic Blueprint, LLC 0.18% Reduce -1.2% 34,093 $3.0M
Kingsview Wealth Management, LLC 0.04% Add +3.2% 34,056 $3.0M
Stephens Inc. 0.04% Reduce -4.9% 33,046 $2.9M
CreativeOne Wealth, LLC 0.07% Reduce -4.1% 32,485 $2.9M
Walkner Condon Financial Advisors LLC 0.37% Reduce -10.3% 32,005 $2.8M
21 West Wealth Management LLC 2.61% Add +0.8% 31,756 $2.8M
Focus Partners Advisor Solutions, LLC 0.03% Add +3.5% 31,719 $2.8M
Johnson & White Wealth Management, LLC 1.16% Add +1.5% 31,026 $2.7M
Roberts Glore & Co. Inc. 0.75% Add +0.7% 31,019 $2.7M
Lodestar Private Asset Management LLC 0.27% Reduce -3.6% 30,891 $2.7M
Infinity Wealth Counsel, LLC 2.50% Add +0.5% 30,766 $2.7M
Asset One Wealth Management LLC 0.29% New 29,107 $2.7M
WESCAP Management Group, Inc. 0.52% Add +0.8% 29,965 $2.7M
Long Island Wealth Management, Inc. 1.21% Add +0.2% 29,561 $2.6M
Per Stirling Capital Management, LLC. 0.29% Reduce -2.1% 29,542 $2.6M
Glass Jacobson Investment Advisors llc 0.90% Add +0.4% 29,479 $2.6M
FMR LLC 0.00% Add +12.2% 28,770 $2.5M
Wealthfront Advisers LLC 0.01% Add +2.0% 28,733 $2.5M
Arrowroot Family Office, LLC 0.84% Add +3.0% 28,652 $2.5M
Breakwater Capital Group 0.34% Reduce -0.4% 28,402 $2.5M
Avidian Wealth Enterprises, LLC 0.08% Add +0.4% 27,845 $2.5M
Centurion Wealth Management LLC 0.55% Reduce -3.2% 27,701 $2.5M
Advisors Preferred, LLC 0.36% Reduce -17.1% 27,696 $2.4M
New Insight Wealth Advisors 0.88% Reduce -20.4% 27,598 $2.4M
Hubbell Strickland Wealth Management, LLC 0.96% Add +3.7% 27,227 $2.4M
LifeGoal Investments, LLC 1.38% Add +9.3% 26,846 $2.4M
Evolve Private Wealth, LLC 0.13% New 27,141 $2.4M
Bfsg, LLC 0.23% Reduce -0.0% 26,895 $2.4M
AQR Capital Management 0.00% Add +12.1% 26,788 $2.4M
Nikulski Financial, Inc. 0.58% Reduce -2.9% 26,763 $2.4M
Ballast Rock Private Wealth LLC 1.29% Add +19.0% 26,468 $2.3M
Bahl & Gaynor LLC 0.01% Add +10.5% 26,327 $2.3M
Nicholas Hoffman & Company, LLC. 0.05% Reduce -0.6% 26,189 $2.3M
Aptus Capital Advisors, LLC 0.02% Reduce -3.3% 26,072 $2.3M
United Capital Financial Advisors, LLC 0.01% No change 25,759 $2.3M
PNC Financial Services Group, Inc. 0.00% Add +0.0% 24,398 $2.2M
Junk Investment Group, LLC 1.13% — 24,286 $2.1M
Compass Advisory Group LLC 0.57% Add +6.1% 24,246 $2.1M
Sunburst Financial Group, LLC 0.40% Reduce -1.7% 23,702 $2.1M
Causey Wealth LLC 0.89% Reduce -7.5% 23,615 $2.1M
Five Pine Wealth Management 1.30% Add +1.0% 23,575 $2.1M
Capital Advisors, Ltd. LLC 0.24% Reduce -9.9% 23,423 $2.1M
Professional Financial Advisors, LLC 0.42% Add +16.7% 23,178 $2.1M
&partners 0.01% Reduce -27.7% 23,107 $2.0M
Cibc World Market Inc. 0.00% Reduce -1.3% 22,677 $2.0M
Dynamic Advisor Solutions LLC 0.06% Add +5.3% 22,436 $2.0M
Composition Wealth, LLC 0.03% Add +6.1% 22,383 $2.0M
Barry Investment Advisors, LLC 0.44% Reduce -12.1% 22,318 $2.0M
Shore Point Advisors, LLC 0.78% Add +1.0% 22,239 $2.0M
Vise Technologies, Inc. 0.04% No change 21,426 $2.0M
Investment Partners, LTD. 0.67% No change 21,263 $1.9M
Essex Financial Services, Inc. 0.11% Add +1.1% 21,193 $1.9M
Churchill Financial Advisors, LLC 0.39% Reduce -5.3% 21,139 $1.9M
Savvy Advisors, Inc. 0.05% Add +0.5% 21,029 $1.9M
CoreFirst Bank & Trust 0.99% Add +8.6% 21,025 $1.9M
BlackRock, Inc. 0.00% Reduce -54.9% 20,160 $1.8M
Granville Capital, Inc. 0.93% Add +0.5% 20,138 $1.8M
Park Avenue Securities LLC 0.01% Add +36.2% 20,004 $1.8M
Farther Finance Advisors, LLC 0.02% Add +33.1% 19,719 $1.8M
Cascades Capital Asset Management, LLC 0.75% Reduce -47.1% 19,909 $1.8M
Johnson Bixby & Associates, LLC 0.22% Reduce -1.8% 19,689 $1.7M
Eagle Strategies LLC 0.21% Add +16.6% 19,442 $1.7M
Fifth Third Bancorp 0.00% Add +270.0% 19,145 $1.7M
Arkadios Wealth Advisors 0.03% Reduce -21.8% 18,971 $1.7M
Occidental Asset Management, LLC 0.19% Add +53.3% 18,600 $1.6M
Strategic Wealth Partners, Ltd. 0.11% Reduce -10.4% 18,365 $1.6M
InTrack Investment Management Inc 0.93% Reduce -18.3% 18,363 $1.6M
Finward Bancorp 1.28% Add +16.0% 18,114 $1.6M
WNY Asset Management, LLC 0.16% — 18,007 $1.6M
Chicago Partners Investment Group LLC 0.04% Reduce -25.0% 17,246 $1.6M
TBH Global Asset Management, LLC 0.32% Add +0.7% 17,751 $1.6M
Fullerton Advisors, LLC 1.58% Reduce -0.8% 17,252 $1.5M
CWS Financial Advisors, LLC 0.38% Reduce -7.4% 16,569 $1.5M
Mutual Advisors, LLC 0.03% Add +14.8% 16,193 $1.4M
Decker Retirement Planning Inc. 0.65% Add +6.6% 16,098 $1.4M
Integrity Advisory Solutions, LLC 0.19% Add +26.6% 16,016 $1.4M
Pinnacle Financial Partners, Inc. 0.01% No change 15,983 $1.4M
Tritonpoint Wealth, LLC 0.15% No change 15,770 $1.4M
Canandaigua National Corp. 0.12% — 15,610 $1.4M
Kestra Private Wealth Services, LLC 0.02% Add +12.3% 15,437 $1.4M
McKinley Carter Wealth Services, Inc. 0.08% Reduce -0.5% 15,233 $1.3M
Brady Martz Wealth Solutions, LLC 0.23% Reduce -2.4% 15,074 $1.3M
Smartleaf Asset Management LLC 0.05% Add +0.6% 15,201 $1.3M
Breakwater Investment Management 0.49% No change 14,788 $1.3M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -42.8% 14,700 $1.3M
Vanguard National Trust Co 0.08% — 14,571 $1.3M
First National Bank of Omaha 0.04% Reduce -8.0% 14,901 $1.3M
Compound Planning, Inc. 0.04% Reduce -11.6% 14,375 $1.3M
DeLarme Wealth Management, Inc. 0.81% Add +3.4% 14,217 $1.3M
Formidable Asset Management, LLC 0.19% Add +0.9% 13,549 $1.2M
Financial Planning Hawaii, Inc. 0.73% Add +0.8% 13,948 $1.2M
Parcion Private Wealth LLC 0.08% Reduce -98.8% 13,940 $1.2M
Perspective Wealth Advisors LLC 0.80% Reduce -62.1% 13,857 $1.2M
Roof Eidam Maycock Peralta, LLC 0.28% Add +0.2% 13,820 $1.2M
Resurgent Financial Advisors LLC 0.42% Add +4.7% 13,063 $1.2M
Hendershot Investments Inc. 0.15% Add +39.0% 13,015 $1.2M
Heritage Trust Co 0.12% Add +1.7% 12,975 $1.1M
Patten Group, Inc. 0.19% Reduce -1.3% 12,638 $1.1M
Avestar Capital, LLC 0.08% Reduce -1.0% 12,552 $1.1M
SHP Wealth Management 0.08% Reduce -15.0% 12,359 $1.1M
NewEdge Wealth, LLC 0.01% Add +0.1% 12,294 $1.1M
Capital Square, LLC 0.50% Add +6.4% 11,783 $1.1M
Valtrion Capital Management, LLC 1.02% Add +55.0% 12,211 $1.1M
Capital Investment Advisors, LLC 0.02% Reduce -4.5% 12,203 $1.1M
Warner Financial, Inc. 0.37% Add +4.1% 12,175 $1.1M
Segment Wealth Management, LLC 0.06% No change 12,163 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Reduce -3.1% 12,107 $1.1M
Main Street Financial Solutions, LLC 0.08% Add +12.1% 12,068 $1.1M
Trueblood Wealth Management, LLC 0.42% Add +5.9% 12,028 $1.1M
Walter & Keenan Wealth Management LLC /in/ 0.30% Reduce -0.5% 11,980 $1.1M
Ironwood Investment Counsel, LLC 0.15% Reduce -3.4% 11,935 $1.1M
Rockingstone Advisors LLC 0.48% Add +4.5% 11,898 $1.1M
TRB Wealth Management, LLC 0.15% — 11,832 $1.0M
Sovereign Financial Group, Inc. 0.18% Add +6.2% 11,783 $1.0M
Rwa Wealth Partners, LLC 0.01% Reduce -48.0% 11,696 $1.0M
ESL Trust Services, LLC 0.19% Reduce -97.9% 11,511 $1.0M
Dorsey & Whitney Trust CO LLC 0.05% No change 11,000 $973K
StrongBox Wealth, LLC 0.31% Reduce -30.1% 10,895 $964K
Northern Trust Corp. 0.00% Reduce -1.3% 10,836 $959K
Gateway Wealth Partners, LLC 0.04% Add +71.7% 10,794 $955K
BLB&B Advisors, LLC 0.04% No change 10,688 $945K
OMNI 360 Wealth, Inc. 0.48% Add +0.8% 10,508 $930K
Clearstead Advisors, LLC 0.01% No change 10,431 $923K
Mraz, Amerine & Associates, Inc. 0.14% No change 10,384 $919K
Fairview Capital Investment Management, LLC 0.05% Reduce -5.9% 10,374 $918K
Snowden Capital Advisors LLC 0.02% Add +0.0% 10,263 $908K
Stratos Wealth Partners, LTD. 0.01% Reduce -1.1% 10,256 $907K
Round Rock Advisors LLC 0.14% Reduce -0.1% 10,250 $907K
Koshinski Asset Management, Inc. 0.06% Reduce -0.5% 10,196 $902K
Keudell/Morrison Wealth Management 0.18% Reduce -6.7% 10,046 $889K
Blossom Wealth Management 1.29% Add +11.1% 9,852 $872K
Castle Wealth Management LLC 0.28% Reduce -3.6% 9,739 $861K
First National Bank of Mount Dora, Trust Investment Services 0.19% No change 9,709 $859K
Muirfield Wealth Advisors LLC 0.63% Add +1.6% 9,616 $851K
Merit Financial Group, LLC 0.01% Add +48.5% 9,438 $835K
LOM Asset Management Ltd 0.24% Add +0.6% 9,415 $833K
O'ROURKE & COMPANY, Inc 0.32% Add +2.0% 9,202 $814K
Pine Harbor Wealth Management, LLC 0.24% Reduce -26.1% 9,100 $805K
Shelton Capital Management 0.02% New 9,049 $800K
CENTRAL TRUST Co 0.02% Add +0.2% 8,971 $794K
Focus Partners Wealth 0.00% Add +11.9% 8,964 $793K
Summit Wealth Group LLC / Co. 0.08% Reduce -2.8% 8,719 $771K
HBK Sorce Advisory LLC 0.02% Add +0.6% 8,270 $768K
Duncan Williams Asset Management, LLC 0.21% Add +0.6% 8,544 $756K
Tradition Wealth Management, LLC 0.05% Add +4.8% 8,482 $750K
Bessemer Group Inc. 0.00% Add +244.4% 8,424 $746K
Brandywine Oak Private Wealth LLC 0.06% No change 8,408 $744K
Artesa Financial Group, LLC 0.70% Add +6.8% 8,320 $736K
Level Four Advisory Services, LLC 0.02% No change 8,294 $734K
Good Harbor Advisors, Inc. 0.79% Add +56.6% 8,205 $726K
Kraft, Davis & Associates, LLC 0.15% Reduce -1.9% 7,809 $721K
Jackson Hole Capital Partners, LLC 0.12% Reduce -1.5% 8,093 $716K
City State Bank 0.19% Add +34.5% 8,075 $714K
CVA Family Office, LLC 0.07% Add +7.5% 8,016 $709K
Brown Advisory Inc. 0.00% Add +0.9% 7,980 $706K
GTS Securities LLC 0.03% Add +28.8% 7,973 $705K
Summit Financial, LLC 0.01% Reduce -5.0% 7,945 $703K
Accretive Wealth Partners, LLC 0.19% Add +5.0% 7,786 $689K
Joel Isaacson & Co., LLC 0.02% Add +0.5% 7,336 $649K
Avaii Wealth Management, LLC 0.22% Add +0.9% 7,274 $643K
Kaydan Wealth Management, Inc. 0.21% Add +25.8% 7,119 $630K
World Investment Advisors 0.01% Reduce -8.2% 7,106 $629K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +2.3% 7,033 $622K
HUB Investment Partners, LLC 0.01% Add +5.0% 6,889 $609K
Asempa Wealth Advisors 0.52% Add +0.5% 6,702 $601K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Add +346.7% 6,700 $593K
Swisher Financial Concepts, Inc. 0.33% Reduce -11.1% 6,698 $592K
Affinity Capital Advisors, LLC 0.08% Add +18.5% 6,689 $592K
Investor's Fiduciary Advisor Network, LLC 0.18% Reduce -10.0% 6,673 $590K
Parker Financial LLC 0.23% Reduce -6.0% 6,624 $586K
Ballast Financial Advisors LLC 0.60% Add +9.5% 6,610 $585K
Moneta Group Investment Advisors LLC 0.00% Add +165.7% 6,563 $581K
Crux Wealth Advisors 0.22% Reduce -8.6% 6,534 $578K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 6,508 $576K
Cozad Asset Management Inc. 0.05% Reduce -2.0% 6,487 $574K
Garde Capital, Inc. 0.03% New 6,444 $570K
Pinnacle Financial Group, LLC / IL 0.16% Add +24.1% 6,419 $568K
Lafayette Investments, Inc. 0.11% Add +4.1% 6,257 $554K
Investment Management Trust, LLC 0.54% — 6,244 $552K
Cornerstone National Bank & Trust Co 0.20% New 6,096 $546K
Snowwater Investment Partners, LLC 0.51% Add +25.8% 6,100 $540K
Lanark Financial, Inc. 0.04% Reduce -1.6% 6,090 $539K
Atria Investments, Inc 0.01% Reduce -92.8% 6,060 $536K
Net Worth Advisory Group 0.11% Add +4.5% 6,020 $533K
Columbia Advisory Partners LLC 0.34% Add +31.4% 5,972 $528K
Sigma Planning Corp 0.01% Add +38.7% 5,861 $518K
Perigon Wealth Management, LLC 0.01% Reduce -0.3% 5,712 $505K
DAVENPORT & Co LLC 0.00% Add +4.6% 5,707 $505K
Insight Wealth Strategies, LLC 0.06% Reduce -20.4% 5,641 $499K
Evergreen Capital Management LLC 0.01% No change 5,503 $487K
TD Waterhouse Canada Inc. 0.00% Add +12.3% 5,360 $480K
Landaas & Co. /Wi 0.10% No change 5,407 $478K
Sowell Financial Services LLC 0.02% Add +59.4% 5,337 $472K
BOS Asset Management, LLC 0.12% No change 5,333 $472K
Kovack Advisors, Inc. 0.02% Add +0.7% 5,165 $458K
Northstar Group, Inc. 0.07% Reduce -3.1% 5,046 $446K
Sun Group Wealth Partners 0.35% New 5,002 $442K
Fort Sheridan Advisors LLC 0.05% No change 4,987 $441K
Stuart Investment Advisors, Inc. 0.19% New 4,980 $441K
Greykasell Wealth Strategies, Inc. 0.17% No change 4,829 $427K
JFS Wealth Advisors, LLC 0.02% No change 4,814 $426K
Sfmg, LLC 0.03% Add +0.1% 4,794 $424K
Cwm, LLC 0.00% Reduce -0.2% 4,774 $422K
Wealth Enhancement Trust Services, Inc. 0.05% No change 4,761 $421K
MAI Capital Management 0.00% Add +35.9% 4,736 $419K
LJI Wealth Management, LLC 0.07% No change 4,710 $417K
Wealthcare Advisory Partners LLC 0.01% Add +7.6% 4,574 $405K
GuidedMoney, LLC 0.21% No change 4,540 $402K
Victory Financial Group, LLC 0.05% No change 4,503 $398K
Harpswell Capital Advisors, LLC 0.30% Reduce -1.1% 4,500 $398K
Galvin, Gaustad & Stein, LLC 0.03% Add +0.1% 4,492 $397K
Magnolia Capital Advisors LLC 0.08% Reduce -87.2% 4,481 $396K
Planning Directions Inc. 0.20% Add +68.8% 4,479 $396K
Meridian Financial Advisors, LLC 0.21% Add +0.1% 4,404 $390K
M3 Wealth Management, LLC 0.29% New 4,306 $381K
Novak & Powell Financial Services, Inc. 0.20% Add +0.6% 4,279 $379K
Barclays PLC 0.00% Reduce -16.9% 4,270 $378K
Blom & Howell Financial Planning, Inc. 0.36% Reduce -4.1% 4,129 $365K
Triad Wealth Partners, LLC 0.03% Reduce -73.0% 4,092 $362K
TRUE Private Wealth Advisors 0.03% No change 4,054 $359K
Two Sigma Securities, LLC 0.04% New 4,043 $358K
OneDigital Investment Advisors LLC 0.00% Reduce -5.1% 4,041 $357K
Cedarwood Wealth LLC 0.36% Reduce -10.0% 4,034 $357K
Wealth Analytics Partners, LLC 0.14% Reduce -2.5% 4,015 $355K
Vanguard Advisers Inc. 0.00% — 3,991 $353K
Principal Securities, Inc. 0.01% Add +5.6% 3,975 $352K
Citizens Business Bank 0.06% No change 3,965 $351K
Andina Capital Management, LLC 0.31% Reduce -23.8% 3,957 $350K
Brookwood Investment Group LLC 0.04% Reduce -7.3% 3,911 $346K
Belpointe Asset Management LLC 0.01% Reduce -0.2% 3,893 $344K
Murphy Pohlad Asset Management LLC 0.12% Add +45.1% 3,858 $341K
D. E. Shaw & Co. 0.00% New 3,825 $338K
AlphaCore Capital LLC 0.01% Reduce -8.2% 3,803 $336K
Friday Financial 0.11% No change 3,754 $332K
Daybright Advisory Services, Inc. 0.09% Add +0.7% 3,739 $331K
Kathmere Capital Management, LLC 0.02% Add +61.7% 3,715 $329K
Bestgate Wealth Advisors, LLC 0.58% Reduce -6.9% 3,667 $324K
Paragon Capital Management Ltd 0.07% No change 3,653 $323K
Aspen Investment Management Inc 0.10% Reduce -10.1% 3,653 $323K
Twin Focus Capital Partners, LLC 0.04% No change 3,650 $323K
Savant Capital, LLC 0.00% Add +19.7% 3,643 $322K
Geneos Wealth Management Inc. 0.01% Reduce -21.5% 3,640 $322K
Brighton Jones LLC 0.01% New 3,619 $320K
Keystone Financial Group 0.02% Add +3.3% 3,565 $319K
Root Financial Partners, LLC 0.01% Reduce -6.7% 3,597 $318K
KMG Fiduciary Partners, LLC 0.02% No change 3,579 $317K
tru Independence LLC 0.15% Reduce -2.5% 3,544 $313K
US Bancorp \de 0.00% Reduce -9.1% 3,505 $310K
Oakmont Advisory Group, LLC 0.32% Add +3.5% 3,499 $310K
Summit Global Investments 0.02% Add +0.4% 3,410 $302K
IFP Advisors, Inc 0.01% Reduce -0.1% 3,368 $298K
Sepio Capital, LP 0.02% Add +0.1% 3,358 $297K
Waterloo Capital, L.P. 0.02% Reduce -13.2% 3,346 $296K
Beacon Investment Advisory Services, Inc. 0.01% Add +0.5% 3,322 $294K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -4.0% 3,314 $293K
International Assets Investment Management, LLC 0.02% Reduce -29.1% 3,235 $290K
Martin Capital Partners, LLC 0.11% Add +2.0% 3,262 $289K
Coldstream Capital Management Inc. 0.00% No change 3,256 $288K
Private Trust Co. NA 0.03% No change 3,240 $287K
LongView Wealth Management 0.07% Reduce -27.9% 3,097 $286K
CGN Advisors LLC 0.02% No change 3,203 $283K
Acorn Wealth Advisors, LLC 0.08% Add +0.6% 3,195 $283K
Cura Wealth Advisors, LLC 0.13% Add +0.2% 3,191 $282K
Harbour Investments, Inc. 0.00% Add +181.3% 3,148 $279K
Marino, Stram & Associates LLC 0.05% No change 3,143 $278K
COFG Advisors, LLC 0.07% Add +4.3% 3,089 $273K
Roble, Belko & Company, Inc 0.03% Reduce -75.3% 3,020 $267K
U.S. Capital Wealth Advisors, LLC 0.01% New 3,017 $267K
Pinnacle Bancorp, Inc. 0.08% Add +59.4% 3,007 $266K
Clearbridge Investments, LLC 0.00% No change 3,000 $265K
IHT Wealth Management, LLC 0.01% Reduce -12.8% 2,997 $265K
Sequoia Financial Advisors, LLC 0.00% Reduce -16.2% 2,981 $264K
Destiny Wealth Partners, LLC 0.03% Reduce -96.7% 2,979 $264K
Beta Wealth Group, Inc. 0.11% No change 2,948 $261K
Quadcap Wealth Management, LLC 0.03% Reduce -0.1% 2,945 $261K
Kingswood Wealth Advisors, LLC 0.01% New 2,926 $259K
CoreCap Advisors, LLC 0.01% Add +11.8% 2,914 $258K
Mayflower Financial Advisors, LLC 0.03% Reduce -15.1% 2,910 $257K
Founders Financial Alliance, LLC 0.05% Add +17.4% 2,909 $257K
Fortune Financial Advisors, LLC 0.13% New 2,874 $254K
Dakota Wealth Management 0.01% Reduce -2.8% 2,867 $254K
Xcelsior Advisor Partners LLC 0.10% New 2,853 $252K
Crescent Grove Advisors, LLC 0.03% No change 2,850 $252K
Valley Forge Investment Consultants Inc. Adv 0.07% No change 2,826 $250K
Nvest Wealth Strategies, Inc. 0.18% Reduce -11.4% 2,815 $249K
Grove Street Fiduciary, LLC 0.11% No change 2,814 $249K
Stratos Wealth Advisors, LLC 0.02% Add +15.4% 2,785 $246K
One Capital Management, LLC 0.01% No change 2,772 $245K
Concurrent Investment Advisors, LLC 0.00% Reduce -19.1% 2,759 $244K
Pekin Hardy Strauss, Inc. 0.03% New 2,741 $242K
Whittier Trust Co. of Nevada Inc. 0.01% No change 2,705 $242K
Clark Asset Management, LLC 0.02% No change 2,740 $242K
Foundations Investment Advisors, LLC 0.00% Reduce -66.9% 2,713 $240K
Convergence Financial, LLC 0.03% New 2,700 $239K
Millington Financial Advisors, LLC 0.10% No change 2,600 $238K
Anchor Investment Management, LLC 0.02% Add +6.2% 2,592 $229K
Unique Wealth, LLC 0.03% No change 2,591 $229K
Elevation Advisory Partners LLC 0.21% — 2,418 $227K
AdvisorNet Financial, Inc 0.01% Add +14.8% 2,560 $226K
Wealthcare Capital Partners, LLC 0.11% New 2,552 $226K
GreatBanc Trust CO 0.16% Reduce -4.1% 2,550 $226K
Milestone Asset Management, LLC 0.04% New 2,540 $225K
Strathmore Capital Advisors, Inc. 0.06% Reduce -1.4% 2,433 $224K
Equity Wealth Partners, LLC 0.14% Reduce -8.7% 2,518 $223K
First Manhattan Co. Llc. 0.00% No change 2,505 $222K
Regal Investment Advisors LLC 0.01% New 2,497 $221K
Stokes Capital Advisors, LLC 0.05% Reduce -3.8% 2,488 $220K
CIBC Bancorp USA Inc. 0.00% — 2,480 $219K
Parkside Financial Bank & Trust 0.02% Reduce -86.4% 2,477 $219K
Paladin Advisory Group, LLC 0.17% No change 2,466 $218K
Lido Advisors, LLC 0.00% Reduce -15.7% 2,451 $217K
Penobscot Wealth Management 0.06% Add +0.2% 2,447 $216K
National Bank of Canada 0.00% Add +32.8% 2,432 $215K
Capstone Wealth Management Group LLC 0.13% New 2,423 $214K
Federation des caisses Desjardins du Quebec 0.00% Add +7.4% 2,416 $214K
Prosperity Financial Group, Inc. 0.08% New 2,409 $213K
Vermillion Wealth Management, Inc. 0.08% Reduce -10.1% 2,407 $213K
Crusonia Wealth Advisors LLC 0.04% No change 2,383 $211K
Scott Capital Advisors, LLC 0.04% Reduce -0.6% 2,314 $211K
Private Management Group Inc. 0.01% No change 2,382 $211K
Capital Investment Advisory Services, LLC 0.02% No change 2,375 $210K
Mascagni Wealth Management, Inc. 0.15% Add +0.1% 2,369 $210K
Ignite Planners, LLC 0.03% Reduce -0.8% 2,364 $209K
Arista Wealth Management, LLC 0.03% No change 2,364 $209K
Empirical Asset Management, LLC 0.05% No change 2,349 $208K
Brookstone Capital Management 0.00% Reduce -7.2% 2,345 $207K
O'shaughnessy Asset Management, LLC 0.00% Add +76.5% 2,338 $207K
Donalies Financial Planning, LLC 0.18% Reduce -42.6% 2,332 $206K
Silverlake Wealth Management LLC 0.04% Add +0.5% 2,327 $206K
AE Wealth Management LLC 0.00% Add +62.2% 2,173 $192K
Portfolio Resources Advisor Group, Inc. 0.19% Reduce -22.2% 2,147 $190K
SOA Wealth Advisors, LLC. 0.03% Add +0.7% 1,659 $147K
Colonial Trust Co / SC 0.02% No change 1,600 $142K
Sunbelt Securities, Inc. 0.01% Add +0.3% 1,560 $138K
Mather Group, Llc. 0.00% New 1,447 $128K
Richards, Merrill & Peterson, Inc. 0.05% Add +321.2% 1,390 $123K
TD Capital Management LLC 0.01% Add +0.7% 1,338 $118K
Blue Trust, Inc. 0.00% Add +0.1% 1,183 $105K
Retiremitten Financial LLC 0.05% — 1,144 $101K
Capital Analysts, LLC 0.00% Add +49.6% 1,143 $101K
Piscataqua Savings Bank 0.07% Add +278.0% 1,134 $100K
Archer Investment Corp 0.02% Add +95.3% 1,131 $100K
Midway Capital Research & Management 0.09% New 1,106 $98K
Medallion Wealth Advisors, LLC 0.03% Add +15.3% 1,096 $97K
Rossby Financial, LCC 0.02% New 1,080 $97K
First Horizon Corp. 0.00% Add +86.3% 1,088 $96K
Opal Wealth Advisors, LLC 0.02% New 1,057 $94K
GHP Investment Advisors, Inc. 0.00% Reduce -10.4% 1,054 $93K
C M Bidwell & Associates Ltd. 0.04% Reduce -9.8% 1,036 $92K
Cassaday & Co Wealth Management LLC 0.00% New 990 $88K
Assetmark, Inc. 0.00% Add +0.3% 967 $86K
Three Bearings Fiduciary Advisors, Inc. 0.08% Reduce -10.8% 913 $81K
Cullen/Frost Bankers, Inc. 0.00% Reduce -0.7% 905 $80K
Purpose Unlimited Inc. 0.00% New 832 $74K
First Command Advisory Services, Inc. 0.00% No change 764 $68K
Larson Financial Group LLC 0.00% Add +8.8% 758 $67K
CX Institutional 0.00% Reduce -15.4% 759 $67K
Red Tortoise LLC 0.03% Add +0.7% 753 $67K
Kayne Anderson Rudnick Investment Management LLC 0.00% New 745 $66K
Bruce G. Allen Investments, LLC 0.04% Add +0.7% 730 $65K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% New 726 $64K
Orion Capital Management LLC 0.02% Add +3.7% 676 $60K
Hickory Point Bank & Trust 0.04% New 665 $59K
Bogart Wealth, LLC 0.00% Add +1.8% 611 $54K
Hamilton Point Investment Advisors, LLC 0.01% No change 610 $54K
Salem Investment Counselors Inc. 0.00% New 602 $53K
Private Wealth Asset Management, LLC 0.01% No change 586 $52K
Trust Co. of Toledo NA 0.00% No change 540 $48K
Whittier Trust Co. 0.00% No change 518 $46K
Heritage Wealth Advisors 0.00% No change 502 $44K
Bartlett & Co. Wealth Management LLC 0.00% No change 450 $41K
Key Financial Inc 0.01% No change 435 $38K
Triumph Capital Management 0.01% No change 383 $34K
Strive Financial Group ,LLC 0.02% No change 325 $29K
Arax Advisory Partners 0.00% Add +0.6% 322 $28K
Brown Brothers Harriman & Co. 0.00% No change 302 $27K
Security National Bank 0.00% New 299 $26K
Copia Wealth Management 0.02% No change 288 $25K
Ascentis Independent Advisors 0.00% New 272 $24K
Van Den Berg Management I, Inc. 0.01% New 268 $24K
Banque Transatlantique SA 0.00% New 262 $23K
Elevation Wealth Partners, LLC 0.01% No change 250 $22K
Owl Creek Wealth Partners LLC 0.01% — 241 $21K
Davis Capital Management 0.01% No change 239 $21K
IAG Wealth Partners, LLC 0.00% No change 234 $21K
Basepoint Wealth LLC 0.01% Add +0.9% 230 $20K
Ritter Daniher Financial Advisory LLC / DE 0.00% Reduce -5.8% 226 $20K
Murphy & Mullick Capital Management Corp 0.01% No change 211 $19K
Raffa Wealth Management, LLC 0.00% Add +0.5% 205 $18K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -16.0% 199 $18K
Richardson Capital Management LLC 0.01% No change 186 $16K
TIAA Wealth Investment Management LLC 0.00% — 185 $16K
Pacifica Partners Inc. 0.01% No change 177 $16K
Hollencrest Capital Management 0.00% No change 176 $16K
Steigerwald, Gordon & Koch Inc. 0.00% No change 170 $15K
Perkins Coie Trust Co 0.00% No change 159 $14K
Creative Financial Designs Inc. 0.00% Add +0.7% 149 $13K
Golden State Wealth Management, LLC 0.00% No change 146 $13K
Napier Financial, LLC 0.00% New 144 $13K
Sunrise Financial Services, LLC 0.01% No change 133 $12K
Fiduciary Advisors, Inc. 0.01% No change 131 $12K
N.E.W. Advisory Services LLC 0.00% Reduce -44.3% 127 $11K
Nalls Sherbakoff Group, LLC 0.01% No change 124 $11K
Signaturefd, LLC 0.00% No change 119 $11K
Country Trust Bank 0.00% No change 112 $10K
Burk Holdings LLC 0.00% New 110 $10K
Russell Investments Group, Ltd. 0.00% No change 109 $10K
Armstrong Advisory Group, Inc. 0.00% No change 104 $9K
Howe & Rusling Inc. 0.00% No change 100 $9K
Noble Wealth Management PBC 0.00% No change 95 $8K
Spire Wealth Management 0.00% No change 93 $8K
Abound Wealth Management 0.00% Add +11.5% 87 $8K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 81 $7K
American National Bank & Trust 0.00% New 80 $7K
Hantz Financial Services, Inc. 0.00% Reduce -57.7% 77 $7K
Timmons Wealth Management, LLC 0.01% No change 76 $7K
Salomon & Ludwin, LLC 0.00% No change 73 $7K
Pension & Wealth Management Advisors, Inc. 0.00% Add +1.4% 73 $6K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 73 $6K
Dunhill Financial, LLC 0.00% No change 62 $5K
Crewe Advisors LLC 0.00% No change 57 $5K
Lodestone Wealth Management LLC 0.00% No change 57 $5K
CNB Bank 0.00% No change 51 $5K
Transamerica Financial Advisors, LLC 0.00% New 46 $4K
Glen Eagle Advisors, LLC 0.00% No change 39 $3K
Caldwell Sutter Capital, Inc. 0.00% Add +40.0% 35 $3K
Valley National Advisers Inc. 0.00% No change 44 $3K
DHJJ Financial Advisors, Ltd. 0.00% No change 23 $2K
McGuire Capital Advisors Inc. 0.00% No change 23 $2K
Front Row Advisors LLC 0.00% New 20 $2K
Tower Research Capital LLC (TRC) 0.00% New 17 $2K
Prudent Man Investment Management, Inc. 0.00% No change 11 $1K
Sound Income Strategies, LLC 0.00% No change 5 $448
Networth Advisors, LLC 0.00% No change 5 $442
TD Private Client Wealth LLC 0.00% No change 1 $93

"% of holder's portfolio" is VIGI's weight in each manager's 13F, not the share of Vanguard Int Div App Indx FD the manager owns.