Vanguard Utilities ETFVPUETF
13F holders, Q2 2024 (June 30)515holders +24
48new positions
26sold out
3famous investors
$147.97avg. 13F price*
At the end of Q2 2024, 515 institutions reported holding Vanguard Utilities ETF (VPU) in their 13F filings, up 24 from Q1 2024. 48 opened new positions and 26 sold out. The largest holders were Beacon Capital Management, Inc. ($163.4M), Northwestern Mutual Wealth Management Co. ($156.5M) and Morgan Stanley ($145.3M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vanguard Utilities ETF
- CUSIP
- 92204A876
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $35.2M |
| Exits | 26 | $31.8M |
All 13F filers, Q1 2024 → Q2 2024: 1,278,365 shares bought and 666,614 shares sold, net +611,751 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 515 holders
| Beacon Capital Management, Inc. | 7.03% | Reduce -5.6% | 1,104,327 | $163.4M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Add +106.2% | 1,058,334 | $156.5M |
| Morgan Stanley | 0.01% | Add +2.4% | 981,977 | $145.3M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -4.3% | 705,452 | $104.4M |
| Bank of America Corp. | 0.01% | Add +1.3% | 620,565 | $91.8M |
| LPL Financial LLC | 0.04% | Add +6.4% | 586,456 | $86.7M |
| UBS Group AG | 0.02% | Add +28.5% | 376,679 | $55.7M |
| Empower Advisory Group, LLC | 0.20% | Add +0.1% | 367,126 | $54.3M |
| Wells Fargo & Company | 0.01% | Reduce -2.3% | 264,627 | $39.1M |
| Rockefeller Capital Management L.P. | 0.09% | Reduce -5.7% | 211,748 | $31.3M |
| Cetera Investment Advisers | 0.07% | Reduce -0.5% | 197,455 | $29.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.8% | 162,922 | $24.1M |
| Royal Bank of Canada | 0.01% | Reduce -20.7% | 161,508 | $23.9M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +2.3% | 159,293 | $23.6M |
| Captrust Financial Advisors | 0.07% | Reduce -0.5% | 149,463 | $22.1M |
| PGIM Custom Harvest LLC | 0.48% | Add +32.9% | 144,416 | $21.4M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -14.3% | 141,558 | $20.9M |
| Osaic Holdings, Inc. | 0.05% | Reduce -17.7% | 131,301 | $19.4M |
| Allied Investment Advisors, LLC | 4.54% | Add +3.2% | 130,925 | $19.4M |
| Corient Private Wealth LP | 0.03% | Reduce -2.0% | 117,618 | $17.4M |
| Altfest L J & Co. Inc. | 2.31% | New | 114,069 | $16.9M |
| Davidson Investment Advisors | 0.83% | Add +1.7% | 108,762 | $16.1M |
| Atria Wealth Solutions, Inc. | 0.17% | Reduce -0.1% | 103,684 | $15.4M |
| Patriot Investment Management Group, Inc. | 1.18% | Reduce -0.8% | 102,049 | $15.1M |
| Unconventional Investor, LLC | 9.07% | Add +0.6% | 87,064 | $12.9M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -7.7% | 83,646 | $12.4M |
| Federation des caisses Desjardins du Quebec | 0.06% | Reduce -4.8% | 81,632 | $12.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +22.4% | 79,820 | $11.8M |
| First National Corp. /Ma/ | 2.58% | Add +38.9% | 73,336 | $10.8M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -4.9% | 66,910 | $9.9M |
| Stifel Financial Corp. | 0.01% | Reduce -1.6% | 63,323 | $9.4M |
| MML Investors Services, LLC | 0.04% | Add +1.4% | 62,464 | $9.2M |
| Cerity Partners LLC | 0.02% | Add +1.9% | 60,629 | $9.0M |
| American Investment Services, Inc. | 1.53% | Reduce -4.9% | 58,235 | $8.6M |
| Pallas Capital Advisors LLC | 0.38% | Add +0.3% | 55,428 | $8.5M |
| Nelson Capital Management, LLC | 1.45% | Add +41.7% | 55,199 | $8.2M |
| SWAN Capital LLC | 4.43% | Add +253.7% | 54,974 | $8.1M |
| Raymond James & Associates | 0.01% | Reduce -4.3% | 54,689 | $8.1M |
| Truist Financial Corp. | 0.01% | Reduce -7.9% | 52,523 | $7.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -26.1% | 52,267 | $7.7M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -7.1% | 48,972 | $7.2M |
| Hamilton Wealth, LLC | 1.87% | Add +2.2% | 47,095 | $7.0M |
| Private Advisor Group, LLC | 0.05% | Add +4.5% | 46,946 | $6.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.8% | 40,443 | $6.0M |
| David Kennon Inc | 2.39% | Add +1.3% | 38,454 | $5.7M |
| Freedom Investment Management, Inc. | 0.46% | Reduce -10.8% | 38,039 | $5.6M |
| Ameritas Advisory Services, LLC | 0.21% | Add +5.6% | 36,856 | $5.5M |
| Vestor Capital, LLC | 0.44% | Reduce -4.8% | 36,583 | $5.4M |
| Greenline Partners, LLC | 0.82% | Add +12.8% | 36,794 | $5.4M |
| Pathstone Holdings, LLC | 0.02% | Add +1.1% | 35,366 | $5.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -9.7% | 35,137 | $5.2M |
| Gunma Bank,Ltd. | 4.32% | Reduce -49.3% | 35,000 | $5.2M |
| Bryn Mawr Trust Advisors, LLC | 0.28% | Reduce -1.3% | 34,078 | $5.1M |
| KCM Investment Advisors LLC | 0.18% | Add +3.4% | 33,737 | $5.0M |
| Tranquilli Financial Advisor LLC | 3.17% | Add +93.0% | 32,257 | $4.7M |
| M&T Bank Corp | 0.02% | Reduce -5.8% | 30,563 | $4.5M |
| Atria Investments, Inc | 0.06% | Reduce -0.0% | 30,253 | $4.5M |
| Dakota Wealth Management | 0.10% | Reduce -8.0% | 29,920 | $4.4M |
| Porter White Investment Advisors, Inc. | 2.33% | Reduce -1.1% | 29,425 | $4.4M |
| Exchange Traded Concepts, LLC | 0.11% | Add +0.6% | 28,771 | $4.3M |
| Dumont & Blake Investment Advisors LLC | 0.55% | Add +101.8% | 26,480 | $3.9M |
| IFG Advisory, LLC | 0.25% | Reduce -9.3% | 26,018 | $3.8M |
| FFG Retirement Advisors LLC | 2.65% | Reduce -3.2% | 25,726 | $3.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +47.9% | 25,512 | $3.8M |
| Lido Advisors, LLC | 0.03% | Add +4.9% | 24,926 | $3.7M |
| Creative Planning | 0.00% | Add +95.9% | 25,048 | $3.7M |
| Blume Capital Management, Inc. | 0.86% | Reduce -19.6% | 24,164 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Add +1149.0% | 24,156 | $3.6M |
| Foundations Investment Advisors, LLC | 0.09% | Add +3.7% | 23,750 | $3.5M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +11.2% | 23,689 | $3.5M |
| Exchange Capital Management, Inc. | 0.57% | Add +19.8% | 23,462 | $3.5M |
| Prudential Financial Inc. | 0.01% | Add +5.7% | 22,674 | $3.4M |
| Stratos Wealth Advisors, LLC | 0.17% | Reduce -10.2% | 22,593 | $3.3M |
| Goldstone Financial Group, LLC | 0.62% | New | 20,844 | $3.1M |
| Harbour Investments, Inc. | 0.10% | Add +7.6% | 20,233 | $3.0M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -4.9% | 19,938 | $2.9M |
| Advisory Services Network, LLC | 0.06% | Add +226.2% | 19,648 | $2.9M |
| Sterling Investment Advisors, Ltd. | 0.77% | Reduce -2.0% | 19,170 | $2.8M |
| Financial Advocates Investment Management | 0.18% | Add +4.5% | 19,151 | $2.8M |
| Proficio Capital Partners LLC | 0.29% | No change | 18,955 | $2.8M |
| DHK Financial Advisors, Inc. | 1.95% | No change | 18,721 | $2.8M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +19.5% | 18,484 | $2.8M |
| Shilanski & Associates, Inc. | 0.92% | Reduce -1.2% | 18,451 | $2.7M |
| Delta Financial Group, Inc. | 1.09% | Add +42.1% | 17,497 | $2.6M |
| Blair William & Co. | 0.01% | Add +40.9% | 17,047 | $2.5M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -1.6% | 16,876 | $2.5M |
| Ariston Services Group | 2.40% | Reduce -1.8% | 16,815 | $2.5M |
| Strengthening Families & Communities, LLC | 0.63% | Add +0.3% | 14,892 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Add +9.4% | 14,821 | $2.2M |
| WBH Advisory Inc. | 0.22% | Add +0.9% | 14,542 | $2.2M |
| Tudor Investment Corporation | 0.02% | New | 14,479 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Add +3.3% | 14,207 | $2.1M |
| Stapp Wealth Management, PLLC | 3.61% | Reduce -7.5% | 14,092 | $2.1M |
| Glassy Mountain Advisors, Inc. | 0.77% | Add +1.6% | 14,046 | $2.1M |
| Fifth Third Bancorp | 0.01% | Add +0.8% | 13,725 | $2.0M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -6.3% | 13,243 | $2.0M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -0.3% | 13,179 | $1.9M |
| Fiduciary Trust Co | 0.03% | Reduce -2.9% | 13,137 | $1.9M |
| Capital Investment Advisory Services, LLC | 0.20% | Reduce -1.5% | 12,957 | $1.9M |
| D. E. Shaw & Co. | 0.00% | New | 12,649 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +6.0% | 12,509 | $1.9M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Reduce -0.6% | 12,196 | $1.8M |
| BOS Asset Management, LLC | 0.83% | Reduce -7.2% | 12,130 | $1.8M |
| Flagstar Securities, Inc. | 0.47% | Reduce -3.7% | 11,553 | $1.7M |
| Madden Advisory Services, Inc. | 0.87% | Add +1.0% | 11,563 | $1.7M |
| Hershey Financial Advisers, LLC | 1.53% | — | 11,554 | $1.7M |
| Heritage Trust Co | 0.22% | Reduce -2.9% | 11,523 | $1.7M |
| Castle Rock Wealth Management, LLC | 0.42% | Add +22.4% | 11,497 | $1.7M |
| Sharper & Granite LLC | 0.80% | Add +4.4% | 11,330 | $1.7M |
| Independent Financial Group, LLC | 0.07% | Add +26.7% | 11,271 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | New | 11,244 | $1.7M |
| Callan Capital, LLC | 0.13% | Add +7.5% | 11,075 | $1.6M |
| Neuberger Berman Group LLC | 0.00% | Add +28.1% | 11,068 | $1.6M |
| Mariner, LLC | 0.00% | Add +0.2% | 11,023 | $1.6M |
| Fifth Third Securities, Inc. | 0.15% | Reduce -35.7% | 10,800 | $1.6M |
| Banque Cantonale Vaudoise | 0.06% | Add +87.8% | 10,692 | $1.6M |
| Waverly Advisors, LLC | 0.03% | Add +352.5% | 10,651 | $1.6M |
| Independent Order of Foresters | 0.95% | No change | 10,391 | $1.5M |
| Macquarie Group Ltd. | 0.00% | No change | 10,391 | $1.5M |
| Glen Eagle Advisors, LLC | 0.27% | Reduce -0.0% | 10,111 | $1.5M |
| Moran Wealth Management, LLC | 0.05% | Reduce -6.3% | 9,985 | $1.5M |
| Raab & Moskowitz Asset Management LLC | 0.40% | Add +15.2% | 9,954 | $1.5M |
| Creative Financial Designs Inc. | 0.13% | Reduce -5.3% | 9,943 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -38.5% | 9,666 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -40.9% | 9,290 | $1.4M |
| Royal Fund Management, LLC | 0.18% | Reduce -11.4% | 9,186 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -5.4% | 9,264 | $1.4M |
| Guidance Point Advisors, LLC | 0.45% | Reduce -0.9% | 9,237 | $1.4M |
| Visionary Wealth Advisors | 0.09% | Reduce -52.2% | 9,213 | $1.4M |
| Kinloch Capital, LLC | 0.71% | New | 9,151 | $1.4M |
| Old Second National Bank of Aurora | 0.35% | Reduce -4.8% | 9,123 | $1.3M |
| Trinity Legacy Partners, LLC | 0.38% | Add +2.0% | 9,069 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +44.0% | 8,998 | $1.3M |
| Curran Financial Partners, LLC | 0.44% | Reduce -1.1% | 8,813 | $1.3M |
| CENTRAL TRUST Co | 0.03% | No change | 8,726 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +233.8% | 8,713 | $1.3M |
| Private Portfolio Partners LLC | 1.04% | Add +6.7% | 8,638 | $1.3M |
| Consolidated Portfolio Review Corp | 0.29% | Add +110.8% | 8,533 | $1.3M |
| Bailard, Inc. | 0.03% | Reduce -8.3% | 8,342 | $1.2M |
| Bard Associates Inc. | 0.47% | Add +0.7% | 8,230 | $1.2M |
| Compass Ion Advisors, LLC | 0.17% | No change | 8,548 | $1.2M |
| CX Institutional | 0.06% | Reduce -0.9% | 8,225 | $1.2M |
| Accel Wealth Management | 0.49% | Add +25.1% | 8,223 | $1.2M |
| Bleakley Financial Group, LLC | 0.04% | Add +19.9% | 8,188 | $1.2M |
| Simplicity Wealth,LLC | 0.03% | Add +19.9% | 8,188 | $1.2M |
| Regal Investment Advisors LLC | 0.08% | Reduce -5.6% | 8,158 | $1.2M |
| Sovereign Financial Group, Inc. | 0.30% | Reduce -1.1% | 8,091 | $1.2M |
| Glass Jacobson Investment Advisors llc | 0.42% | Reduce -0.6% | 7,839 | $1.2M |
| Concourse Financial Group Securities, Inc. | 0.07% | Reduce -24.5% | 7,688 | $1.1M |
| Charter Oak Capital Management, LLC | 0.12% | Reduce -7.5% | 7,655 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -35.4% | 7,582 | $1.1M |
| Bessemer Group Inc. | 0.00% | No change | 7,350 | $1.1M |
| CoreCap Advisors, LLC | 0.11% | Add +23.9% | 7,322 | $1.1M |
| Kennedy Investment Group, Inc. | 0.54% | Add +1.4% | 7,253 | $1.1M |
| Axiom Financial Strategies, LLC | 0.70% | Add +0.5% | 7,252 | $1.1M |
| Carl P. Sherr & Co., LLC | 0.59% | Add +0.8% | 7,191 | $1.1M |
| Tranquility Partners, LLC | 0.41% | Reduce -4.3% | 7,155 | $1.1M |
| Baker Ellis Asset Management LLC | 0.16% | Reduce -7.9% | 7,000 | $1.0M |
| Brookstone Capital Management | 0.02% | Reduce -0.0% | 6,706 | $1.0M |
| Summit Financial, LLC | 0.05% | Add +5.0% | 6,822 | $1.0M |
| EP Wealth Advisors, LLC | 0.01% | No change | 6,841 | $1.0M |
| Johnson Investment Counsel Inc. | 0.01% | Add +19.7% | 6,836 | $1.0M |
| Woodward Diversified Capital, LLC | 0.59% | Reduce -5.2% | 6,790 | $1.0M |
| Whalen Wealth Management Inc. | 0.80% | Reduce -11.4% | 6,782 | $1.0M |
| Centaurus Financial, Inc. | 0.07% | Reduce -10.6% | 6,722 | $994K |
| Asset Dedication, LLC | 0.07% | Reduce -2.7% | 6,668 | $986K |
| Guild Investment Management, Inc. | 1.11% | Add +0.8% | 6,540 | $976K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +20.7% | 6,581 | $973K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +20.7% | 6,581 | $973K |
| Csenge Advisory Group | 0.05% | Reduce -26.3% | 6,508 | $963K |
| International Assets Investment Management, LLC | 0.09% | Reduce -19.6% | 6,415 | $949K |
| First Personal Financial Services | 0.21% | Reduce -1.9% | 6,183 | $915K |
| Piscataqua Savings Bank | 0.81% | Add +9.3% | 6,174 | $913K |
| Independent Family Office, LLC | 0.52% | No change | 6,116 | $905K |
| Gray Wealth Management Inc. | 0.39% | Reduce -1.9% | 6,046 | $894K |
| Sax Wealth Advisors, LLC | 0.08% | Add +2.9% | 6,000 | $888K |
| FMR LLC | 0.00% | Add +0.2% | 5,984 | $885K |
| Citigroup Inc. | 0.00% | Reduce -4.9% | 5,983 | $885K |
| Archford Capital Strategies, LLC | 0.14% | No change | 5,807 | $859K |
| Spire Wealth Management | 0.03% | Add +11.8% | 5,676 | $840K |
| Foster Group, Inc. | 0.03% | No change | 5,674 | $839K |
| Novak & Powell Financial Services, Inc. | 0.52% | No change | 5,670 | $839K |
| Altiora Financial Group, LLC | 0.20% | No change | 5,650 | $836K |
| Tiaa Trust, National Association | 0.00% | Add +7.3% | 5,645 | $835K |
| Mutual Advisors, LLC | 0.03% | Reduce -1.5% | 5,359 | $833K |
| Steele Capital Management, Inc. | 0.05% | Reduce -1.7% | 5,546 | $826K |
| First Bancorp, Inc | 0.61% | Reduce -11.2% | 5,557 | $822K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +98.3% | 5,518 | $816K |
| Clear Creek Financial Management, LLC | 0.10% | Add +11.8% | 5,479 | $810K |
| City State Bank | 0.32% | Reduce -1.6% | 5,376 | $795K |
| Joule Financial, LLC | 0.32% | Add +0.4% | 5,284 | $788K |
| Comerica Bank | 0.00% | Add +3.4% | 5,310 | $785K |
| Equitable Holdings, Inc. | 0.01% | Reduce -4.5% | 5,195 | $768K |
| Prospera Financial Services Inc | 0.02% | Reduce -0.6% | 5,170 | $765K |
| First Financial Corp. | 0.39% | Reduce -4.7% | 5,160 | $763K |
| Anchor Investment Management, LLC | 0.08% | Add +31.1% | 5,149 | $762K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.31% | No change | 5,105 | $755K |
| First American Bank | 0.06% | New | 5,050 | $747K |
| V2 Financial group LLC | 0.50% | No change | 4,800 | $746K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +26.7% | 4,902 | $725K |
| Park National Corp. | 0.03% | Reduce -23.5% | 4,902 | $725K |
| Wealthfront Advisers LLC | 0.00% | Add +20.3% | 4,883 | $722K |
| PFG Advisors | 0.05% | Reduce -7.7% | 4,868 | $720K |
| Founders Financial Alliance, LLC | 0.21% | Reduce -26.2% | 4,787 | $708K |
| Jane Street Group, LLC | 0.00% | New | 4,787 | $708K |
| Interactive Financial Advisors, Inc. | 0.39% | Add +0.3% | 4,773 | $706K |
| Navis Wealth Advisors, LLC | 0.81% | No change | 4,751 | $703K |
| Sweeney & Michel, LLC | 0.30% | Add +0.4% | 4,681 | $697K |
| O'ROURKE & COMPANY, Inc | 0.39% | Add +75.7% | 4,708 | $696K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -13.8% | 4,671 | $691K |
| Bigelow Investment Advisors, LLC | 0.33% | Add +16.2% | 4,656 | $689K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -30.4% | 4,584 | $678K |
| Virtue Capital Management, LLC | 0.12% | Add +29.8% | 4,409 | $677K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -4.9% | 4,576 | $677K |
| Wealthspire Retirement, LLC | 0.06% | Add +1.4% | 4,572 | $676K |
| IHT Wealth Management, LLC | 0.03% | Reduce -11.4% | 4,547 | $674K |
| My Personal CFO, LLC | 0.36% | Reduce -3.2% | 4,518 | $668K |
| Essex Financial Services, Inc. | 0.05% | No change | 4,136 | $658K |
| Choate Investment Advisors | 0.02% | Reduce -25.5% | 4,382 | $648K |
| Steel Grove Capital Advisors, LLC | 0.09% | New | 4,375 | $647K |
| Bison Wealth, LLC | 0.10% | No change | 4,519 | $644K |
| Wall Street Financial Group, Inc. | 1.07% | — | 4,277 | $633K |
| National Wealth Management Group, LLC | 0.48% | Reduce -5.9% | 4,236 | $627K |
| Rothschild Investment LLC | 0.04% | Add +0.5% | 4,231 | $626K |
| Principal Securities, Inc. | 0.02% | Add +77.0% | 4,219 | $624K |
| Diversify Wealth Management, LLC | 0.08% | — | 3,942 | $618K |
| Valmark Advisers, Inc. | 0.01% | Reduce -8.7% | 4,119 | $609K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Add +10.2% | 4,113 | $608K |
| McAdam, LLC | 0.04% | Reduce -2.1% | 4,109 | $608K |
| Investment Advisory Services Inc. /TX | 0.22% | No change | 4,108 | $608K |
| Leavell Investment Management, Inc. | 0.03% | Add +12.8% | 4,065 | $606K |
| Country Club Bank | 0.04% | No change | 4,007 | $603K |
| Hancock Whitney Corp. | 0.02% | No change | 4,064 | $601K |
| Christensen, King & Associates Investment Services, Inc. | 0.29% | No change | 4,031 | $596K |
| River Street Advisors LLC | 0.37% | Reduce -2.2% | 4,027 | $596K |
| Conrad Siegel Investment Advisors, Inc. | 0.17% | No change | 4,022 | $595K |
| Institute for Wealth Management, LLC. | 0.08% | New | 4,010 | $593K |
| Maltin Wealth Management, Inc. | 0.32% | Add +1.9% | 3,967 | $587K |
| Caitlin John, LLC | 0.43% | Add +109.9% | 3,949 | $584K |
| Silverlake Wealth Management LLC | 0.24% | New | 3,948 | $584K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 3,902 | $582K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -0.6% | 3,872 | $573K |
| Atlas Capital Advisors Inc. | 0.07% | Add +131.9% | 3,866 | $572K |
| Thrivent Financial for Lutherans | 0.00% | Add +6.2% | 3,830 | $566K |
| Cwm, LLC | 0.00% | Reduce -4.5% | 3,799 | $562K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -15.2% | 3,777 | $559K |
| Creekside Partners | 0.31% | — | 3,759 | $556K |
| BCM Advisors, LLC | 0.13% | No change | 3,452 | $556K |
| Advisors Capital Management, LLC | 0.01% | Add +10.2% | 3,664 | $542K |
| Money Concepts Capital Corp. | 0.05% | Add +3.7% | 3,663 | $542K |
| Private Wealth Group, LLC | 0.28% | No change | 3,595 | $532K |
| Seamount Financial Group Inc. | 0.43% | Add +1.1% | 3,578 | $529K |
| First Commonwealth Financial Corp | 0.13% | No change | 3,434 | $508K |
| Meridian Wealth Management, LLC | 0.06% | New | 3,377 | $500K |
| Tilia Fiduciary Partners, Inc. | 0.38% | Reduce -4.6% | 3,326 | $492K |
| Choreo, LLC | 0.01% | Add +109.3% | 3,302 | $486K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.2% | 3,254 | $481K |
| Cherry Tree Wealth Management, LLC | 0.12% | Reduce -5.0% | 3,229 | $478K |
| Ancora Advisors LLC | 0.01% | Reduce -0.6% | 3,204 | $474K |
| Investment Planning Advisors, Inc. | 0.24% | — | 3,135 | $464K |
| Mission Wealth Management, LP | 0.01% | Add +10.1% | 3,058 | $452K |
| Geneos Wealth Management Inc. | 0.02% | Add +2.5% | 3,043 | $450K |
| Northstar Group, Inc. | 0.09% | Add +3.4% | 3,020 | $447K |
| Investment House LLC | 0.03% | No change | 3,000 | $444K |
| Cross Staff Investments Inc | 0.37% | No change | 2,994 | $443K |
| Northwest Financial Advisors | 0.45% | Add +40.0% | 2,980 | $441K |
| Trek Financial, LLC | 0.03% | Add +1.7% | 2,963 | $438K |
| D.A. Davidson & Co. | 0.00% | Reduce -4.6% | 2,941 | $435K |
| Retirement Planning Group, LLC | 0.03% | Reduce -17.3% | 2,925 | $433K |
| White Lighthouse Investment Management Inc. | 0.08% | Add +9.6% | 2,899 | $429K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 2,892 | $428K |
| Arlington Capital Management, Inc. | 0.37% | Reduce -0.2% | 2,878 | $426K |
| AE Wealth Management LLC | 0.00% | Add +16.3% | 2,793 | $413K |
| Meridian Financial Partners LLC | 0.24% | Reduce -0.9% | 2,691 | $410K |
| M Holdings Securities, Inc. | 0.05% | New | 2,762 | $409K |
| Flagship Private Wealth, LLC | 0.24% | No change | 2,756 | $408K |
| Roman Butler Fullerton & Co. | 0.13% | No change | 2,663 | $400K |
| Autumn Glory Partners, LLC | 0.20% | No change | 2,702 | $400K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -3.1% | 2,669 | $398K |
| Van Hulzen Asset Management, LLC | 0.03% | No change | 2,657 | $393K |
| Private Trust Co. NA | 0.04% | Add +41.9% | 2,645 | $391K |
| Oppenheimer & Co. Inc. | 0.01% | New | 2,636 | $390K |
| Patton Albertson Miller Group, LLC | 0.06% | No change | 2,624 | $388K |
| Raymond James Trust N.A. | 0.01% | Add +23.2% | 2,600 | $385K |
| US Bancorp \de | 0.00% | Add +12.7% | 2,587 | $383K |
| Bank of New York Mellon Corp | 0.00% | Add +32.7% | 2,583 | $382K |
| CVA Family Office, LLC | 0.07% | Reduce -35.4% | 2,565 | $379K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.5% | 2,562 | $379K |
| Evanson Asset Management, LLC | 0.03% | No change | 2,552 | $378K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,504 | $374K |
| Northeast Investment Management | 0.02% | No change | 2,498 | $369K |
| Compound Planning, Inc. | 0.03% | Add +61.4% | 2,489 | $368K |
| MAI Capital Management | 0.00% | Reduce -5.6% | 2,441 | $361K |
| Bluespring Wealth Management, LLC | 0.04% | No change | 2,420 | $361K |
| Kellett Wealth Advisors, LLC | 0.29% | Reduce -57.6% | 2,413 | $357K |
| Wealth Effects LLC | 0.13% | Reduce -16.4% | 2,404 | $356K |
| Houlihan Financial Resource Group, Ltd. | 0.24% | No change | 2,392 | $354K |
| Chemistry Wealth Management LLC | 0.09% | No change | 2,337 | $346K |
| Cora Capital Advisors LLC | 0.18% | Reduce -7.1% | 2,314 | $342K |
| Merit Financial Group, LLC | 0.01% | Add +2.2% | 2,283 | $338K |
| Elevate Wealth Advisory, Inc. | 0.27% | Reduce -7.9% | 2,256 | $337K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 2,245 | $332K |
| Basso Capital Management, L.P. | 0.29% | No change | 2,210 | $327K |
| Aspen Wealth Strategies, LLC | 0.23% | Add +7.8% | 2,126 | $324K |
| Acorn Wealth Advisors, LLC | 0.16% | Reduce -1.0% | 2,170 | $321K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -22.3% | 2,155 | $319K |
| MontVue Capital Management, Inc. | 0.25% | Add +12.8% | 2,125 | $314K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 2,139 | $314K |
| Sharp Wealth Advisory, LLC | 0.27% | Reduce -12.5% | 2,100 | $311K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 2,087 | $309K |
| Mather Group, Llc. | 0.00% | Add +16.1% | 2,165 | $309K |
| Simmons Bank | 0.02% | No change | 2,080 | $308K |
| Bridge Creek Capital Management LLC | 0.10% | Add +4.5% | 2,068 | $306K |
| Kovack Advisors, Inc. | 0.03% | Reduce -14.5% | 2,057 | $304K |
| Moneco Advisors, LLC | 0.04% | Reduce -9.0% | 2,054 | $304K |
| Fulcrum Capital LLC | 0.07% | No change | 2,050 | $303K |
| Jones Financial Companies LLLP | 0.00% | Add +264.7% | 2,046 | $303K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 2,022 | $299K |
| Financial Freedom, LLC | 0.17% | No change | 2,020 | $299K |
| Focus Financial Network, Inc. | 0.01% | Add +0.8% | 1,951 | $298K |
| Poehling Capital Management, INC. | 0.08% | No change | 1,950 | $288K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -35.5% | 1,935 | $286K |
| Idaho Trust Co | 0.15% | New | 1,919 | $284K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +31.1% | 1,865 | $275K |
| Swisher Financial Concepts, Inc. | 0.28% | Reduce -2.2% | 1,843 | $272K |
| Global Retirement Partners, LLC | 0.01% | Reduce -15.3% | 1,837 | $272K |
| Renaissance Technologies | 0.00% | New | 1,800 | $266K |
| OneAscent Wealth Management LLC | 0.14% | Reduce -19.9% | 1,781 | $266K |
| Retirement Planning Co of New England, Inc. | 0.14% | Reduce -2.1% | 1,798 | $266K |
| Clearstead Advisors, LLC | 0.00% | Add +17.3% | 1,795 | $266K |
| Florida Financial Advisors, LLC | 0.15% | New | 1,734 | $256K |
| Tyche Wealth Partners LLC | 0.06% | No change | 1,725 | $255K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.07% | No change | 1,721 | $255K |
| Matrix Trust Co | 0.06% | Add +0.0% | 1,718 | $254K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | Reduce -3.9% | 1,709 | $253K |
| WNY Asset Management, LLC | 0.03% | Reduce -22.7% | 1,701 | $252K |
| Heritage Wealth Management, LLC | 0.14% | No change | 1,700 | $251K |
| Heritage Family Offices, LLP | 0.14% | — | 1,700 | $251K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 1,653 | $245K |
| Northern Trust Corp. | 0.00% | Reduce -3.0% | 1,649 | $244K |
| Montag A & Associates Inc. | 0.01% | No change | 1,632 | $243K |
| Modern Wealth Management, LLC | 0.02% | Reduce -1.5% | 1,639 | $242K |
| First PREMIER Bank | 0.06% | Add +14.0% | 1,625 | $240K |
| Alpha Cubed Investments, LLC | 0.01% | Add +6.0% | 1,611 | $238K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.6% | 1,608 | $238K |
| Citizens Financial Group Inc. | 0.01% | New | 1,583 | $236K |
| Garden State Investment Advisory Services LLC | 0.08% | Reduce -4.5% | 1,573 | $234K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 1,583 | $234K |
| PFG Investments, LLC | 0.02% | Reduce -72.1% | 1,567 | $232K |
| One Charles Private Wealth Services, LLC | 0.10% | Reduce -0.7% | 1,545 | $229K |
| Cape Investment Advisory, Inc. | 0.10% | Add +16.7% | 1,529 | $226K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 1,525 | $226K |
| DAVENPORT & Co LLC | 0.00% | Add +2.4% | 1,519 | $225K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 1,506 | $223K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 1,500 | $222K |
| Western Pacific Wealth Management, LP | 0.17% | No change | 1,484 | $220K |
| Aveo Capital Partners, LLC | 0.02% | New | 1,475 | $218K |
| StoneX Group Inc. | 0.02% | Add +2.9% | 1,463 | $218K |
| Praetorian Wealth Management, Inc. | 0.06% | New | 1,470 | $217K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.1% | 1,447 | $216K |
| ZynergyRetirementPlanningLLC | 0.17% | — | 1,459 | $216K |
| Mgo One Seven LLC | 0.01% | Add +1.4% | 1,456 | $215K |
| Invst, LLC | 0.02% | Reduce -0.2% | 1,446 | $212K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.7% | 1,432 | $212K |
| Front Row Advisors LLC | 0.07% | No change | 1,405 | $210K |
| Curtis Advisory Group, LLC | 0.07% | Reduce -6.7% | 1,402 | $207K |
| Myecfo, LLC | 0.12% | New | 1,392 | $206K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -1.6% | 1,380 | $204K |
| Glenmede Trust Co. NA | 0.00% | Add +9.7% | 1,366 | $202K |
| BTS Asset Management, Inc. | 0.19% | New | 1,359 | $202K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,332 | $198K |
| Realta Investment Advisors | 0.04% | Reduce -20.2% | 1,317 | $195K |
| Coppell Advisory Solutions LLC | 0.03% | — | 1,267 | $187K |
| Family Firm, Inc. | 0.04% | New | 1,263 | $187K |
| Tortoise Investment Management, LLC | 0.02% | Add +5.5% | 1,263 | $187K |
| Avior Wealth Management, LLC | 0.01% | Add +19.7% | 1,215 | $180K |
| Farther Finance Advisors, LLC | 0.01% | Add +28.8% | 1,213 | $178K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +4222.2% | 1,167 | $173K |
| Bank of Montreal | 0.00% | Reduce -11.7% | 1,133 | $171K |
| North Star Investment Management Corp. | 0.01% | No change | 1,137 | $168K |
| Coston, McIsaac & Partners | 0.05% | No change | 1,036 | $153K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $148K |
| Voisard Asset Management Group, Inc. | 0.07% | New | 980 | $145K |
| Ulland Investment Advisors, LLC | 0.11% | Add +1.1% | 948 | $140K |
| Pacific Center for Financial Services | 0.04% | No change | 918 | $136K |
| Caldwell Trust Co | 0.01% | No change | 892 | $132K |
| Financial Perspectives, Inc | 0.05% | No change | 828 | $122K |
| Allworth Financial LP | 0.00% | Reduce -7.0% | 793 | $121K |
| Continuum Advisory, LLC | 0.02% | No change | 809 | $120K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +20.3% | 801 | $119K |
| Strategic Investment Solutions, Inc. | 0.04% | — | 835 | $118K |
| Atticus Wealth Management, LLC | 0.04% | Reduce -18.3% | 795 | $118K |
| MidAtlantic Capital Management, Inc. | 0.10% | No change | 777 | $115K |
| Colony Family Offices, LLC | 0.04% | No change | 740 | $110K |
| IFP Advisors, Inc | 0.00% | Reduce -12.1% | 725 | $107K |
| Progressive Investment Management Corp | 0.03% | No change | 700 | $104K |
| Bokf, NA | 0.00% | Reduce -24.3% | 682 | $101K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -54.5% | 680 | $101K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 650 | $96K |
| Boyd Watterson Asset Management LLC | 0.03% | New | 635 | $94K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -2.1% | 608 | $90K |
| First Horizon Advisors, Inc. | 0.00% | Add +877.2% | 557 | $82K |
| TD Private Client Wealth LLC | 0.00% | Reduce -9.3% | 544 | $80K |
| Bellevue Asset Management, LLC | 0.04% | No change | 525 | $78K |
| Tompkins Financial Corp. | 0.01% | No change | 500 | $74K |
| Valley National Advisers Inc. | 0.01% | No change | 500 | $73K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 475 | $70K |
| St Germain D J Co. Inc. | 0.00% | No change | 460 | $68K |
| Cedar Wealth Management, LLC | 0.02% | Reduce -3.4% | 459 | $68K |
| Sandy Spring Bank | 0.00% | Add +0.9% | 454 | $67K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 450 | $67K |
| City Holding Co. | 0.01% | Add +5.9% | 448 | $66K |
| Bogart Wealth, LLC | 0.00% | No change | 448 | $66K |
| Crewe Advisors LLC | 0.01% | No change | 433 | $64K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 420 | $62K |
| Colonial Trust Co / SC | 0.01% | No change | 420 | $62K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | Reduce -33.4% | 389 | $58K |
| Cornerstone Planning Group LLC | 0.02% | New | 363 | $57K |
| Paladin Advisory Group, LLC | 0.04% | No change | 380 | $56K |
| Center for Financial Planning, Inc. | 0.01% | No change | 375 | $55K |
| Private Capital Management LLC | 0.01% | No change | 372 | $55K |
| Davis Capital Management | 0.05% | No change | 375 | $55K |
| Arax Advisory Partners | 0.01% | No change | 361 | $53K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +38.5% | 360 | $53K |
| True Wealth Design, LLC | 0.01% | No change | 348 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 325 | $51K |
| Smithfield Trust Co | 0.00% | No change | 325 | $48K |
| Howe & Rusling Inc. | 0.00% | No change | 310 | $46K |
| Rosenberg Matthew Hamilton | 0.01% | New | 308 | $45K |
| PFG Private Wealth Management, LLC | 0.03% | No change | 289 | $43K |
| Barrett & Company, Inc. | 0.02% | No change | 275 | $41K |
| ORG Partners LLC | 0.01% | New | 275 | $40K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 273 | $40K |
| Lanark Financial, Inc. | 0.00% | No change | 264 | $39K |
| Financial Network Wealth Advisors LLC | 0.03% | New | 262 | $39K |
| Robbins Farley | 0.02% | Reduce -2.2% | 262 | $39K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 250 | $37K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -20.6% | 250 | $37K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 250 | $37K |
| Main Street Group, LTD | 0.02% | No change | 245 | $36K |
| Flputnam Investment Management Co. | 0.00% | New | 240 | $36K |
| NFSG Corp | 0.01% | Reduce -75.3% | 237 | $35K |
| NBT Bank, N.A. | 0.00% | Add +0.5% | 225 | $33K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.7% | 220 | $33K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -40.6% | 218 | $32K |
| Assetmark, Inc. | 0.00% | Reduce -57.5% | 217 | $32K |
| Dagco, Inc. | 0.01% | No change | 215 | $32K |
| McIlrath & Eck, LLC | 0.00% | No change | 195 | $29K |
| Phillips Financial Management, LLC | 0.00% | New | 194 | $29K |
| United Community Bank | 0.01% | No change | 190 | $28K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -29.6% | 188 | $28K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 188 | $28K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -49.0% | 186 | $28K |
| Register Financial Advisors LLC | 0.01% | No change | 186 | $28K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -20.9% | 178 | $26K |
| Headlands Technologies LLC | 0.00% | New | 169 | $25K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +153.8% | 165 | $24K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 155 | $23K |
| Signaturefd, LLC | 0.00% | Reduce -80.8% | 141 | $21K |
| Advantage Trust Co | 0.01% | New | 130 | $19K |
| Beacon Capital Management, LLC | 0.00% | No change | 129 | $19K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -52.6% | 126 | $19K |
| National Bank of Canada | 0.00% | No change | 127 | $19K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -34.2% | 125 | $18K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 125 | $18K |
| Smartleaf Asset Management LLC | 0.00% | New | 116 | $17K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -20.7% | 111 | $16K |
| Hanson & Doremus Investment Management | 0.00% | No change | 108 | $16K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -13.0% | 107 | $16K |
| Clearstead Trust, LLC | 0.00% | No change | 106 | $16K |
| Bank of New Hampshire | 0.00% | Add +600.0% | 105 | $16K |
| Clarity Asset Management, Inc. | 0.01% | No change | 105 | $16K |
| NorthRock Partners, LLC | 0.00% | No change | 102 | $15K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 101 | $15K |
| Hexagon Capital Partners LLC | 0.00% | New | 100 | $15K |
| Bfsg, LLC | 0.00% | No change | 100 | $15K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 100 | $15K |
| Great Lakes Retirement, Inc. | 0.00% | New | 90 | $13K |
| First United Bank & Trust | 0.01% | No change | 90 | $13K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 88 | $13K |
| BNP Paribas Financial Markets | 0.00% | Add +2.4% | 86 | $13K |
| Capital Analysts, LLC | 0.00% | No change | 80 | $12K |
| POM Investment Strategies, LLC | 0.01% | No change | 81 | $12K |
| Gables Capital Management Inc. | 0.01% | Reduce -7.1% | 79 | $12K |
| Tower View Wealth Management LLC | 0.01% | No change | 77 | $11K |
| Addison Advisors LLC | 0.00% | No change | 75 | $11K |
| BBJS Financial Advisors, LLC | 0.00% | New | 65 | $10K |
| Community Bank, N.A. | 0.00% | No change | 65 | $10K |
| Deutsche Bank AG | 0.00% | No change | 59 | $9K |
| Penserra Capital Management LLC | 0.00% | New | 53 | $8K |
| Custom Portfolio Group LLC | 0.01% | No change | 50 | $7K |
| Independence Bank of Kentucky | 0.00% | Reduce -28.6% | 50 | $7K |
| TD Capital Management LLC | 0.00% | No change | 50 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 50 | $7K |
| Blue Trust, Inc. | 0.00% | No change | 48 | $7K |
| New Millennium Group LLC | 0.00% | New | 43 | $6K |
| AllSquare Wealth Management LLC | 0.00% | No change | 40 | $6K |
| Key Financial Inc | 0.00% | Reduce -58.4% | 37 | $5K |
| Bray Capital Advisors | 0.00% | No change | 35 | $5K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 32 | $5K |
| Adirondack Trust Co. | 0.00% | No change | 30 | $4K |
| Abound Wealth Management | 0.00% | New | 24 | $4K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 20 | $3K |
| Triad Wealth Partners, LLC | 0.00% | New | 20 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -99.5% | 20 | $3K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 16 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 8 | $2K |
| Armor Investment Advisors, LLC | 0.00% | No change | 13 | $2K |
| Annapolis Financial Services, LLC | 0.00% | Reduce -98.7% | 10 | $1K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 8 | $1K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 8 | $1K |
| Integrity Financial Corp | 0.00% | No change | 4 | $592 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $444 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -55.8% | 1,183 | $273 |
| BlackRock Inc. | 0.00% | No change | 1 | $76 |
"% of holder's portfolio" is VPU's weight in each manager's 13F, not the share of Vanguard Utilities ETF the manager owns.