Vanguard Utilities ETFVPUETF
13F holders, Q3 2024 (September 30)553holders +38
72new positions
32sold out
2famous investors
$174.06avg. 13F price*
At the end of Q3 2024, 553 institutions reported holding Vanguard Utilities ETF (VPU) in their 13F filings, up 38 from Q2 2024. 72 opened new positions and 32 sold out. The largest holders were Beacon Capital Management, Inc. ($180.0M), Morgan Stanley ($167.6M) and Bank of America Corp. ($123.6M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard Utilities ETF
- CUSIP
- 92204A876
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $41.3M |
| Exits | 32 | $27.5M |
All 13F filers, Q2 2024 → Q3 2024: 781,475 shares bought and 1,149,948 shares sold, net −368,473 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 553 holders
| Beacon Capital Management, Inc. | 7.50% | Reduce -6.3% | 1,034,447 | $180.0M |
| Morgan Stanley | 0.01% | Reduce -2.0% | 962,731 | $167.6M |
| Bank of America Corp. | 0.01% | Add +14.4% | 710,255 | $123.6M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -4.8% | 671,432 | $116.9M |
| LPL Financial LLC | 0.05% | Add +4.8% | 614,776 | $107.0M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Reduce -48.7% | 542,780 | $94.5M |
| UBS Group AG | 0.02% | Add +10.4% | 415,783 | $72.4M |
| Empower Advisory Group, LLC | 0.21% | Reduce -0.8% | 364,276 | $63.4M |
| Wells Fargo & Company | 0.01% | Reduce -11.1% | 235,188 | $40.9M |
| Rockefeller Capital Management L.P. | 0.10% | Reduce -3.5% | 204,391 | $35.6M |
| Cetera Investment Advisers | 0.08% | Add +0.4% | 198,217 | $34.5M |
| Captrust Financial Advisors | 0.10% | Add +31.0% | 195,762 | $34.1M |
| Royal Bank of Canada | 0.01% | Add +21.0% | 195,424 | $34.0M |
| Ameriprise Financial Inc. | 0.01% | Add +1.7% | 165,708 | $28.8M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -0.5% | 158,461 | $27.6M |
| Commonwealth Equity Services, LLC | 0.04% | Add +8.0% | 152,835 | $26.6M |
| PGIM Custom Harvest LLC | 0.49% | Reduce -3.1% | 139,903 | $24.4M |
| Allied Investment Advisors, LLC | 4.56% | Add +1.0% | 132,249 | $23.0M |
| Osaic Holdings, Inc. | 0.05% | Reduce -1.5% | 129,367 | $22.5M |
| Corient Private Wealth LP | 0.03% | Add +1.8% | 119,678 | $20.8M |
| Altfest L J & Co. Inc. | 2.67% | Add +0.8% | 115,030 | $20.0M |
| Patriot Investment Management Group, Inc. | 1.28% | Reduce -2.1% | 99,856 | $17.4M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +24.1% | 99,069 | $17.2M |
| Atria Wealth Solutions, Inc. | 0.18% | Reduce -9.9% | 93,391 | $16.3M |
| Unconventional Investor, LLC | 9.01% | Reduce -4.8% | 82,913 | $14.4M |
| Federation des caisses Desjardins du Quebec | 0.07% | Reduce -1.1% | 80,744 | $14.1M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -7.7% | 77,232 | $13.4M |
| Stifel Financial Corp. | 0.01% | Add +18.9% | 75,284 | $13.1M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.6% | 65,873 | $11.5M |
| SWAN Capital LLC | 5.51% | Add +17.1% | 64,352 | $11.2M |
| MML Investors Services, LLC | 0.04% | Add +0.3% | 62,624 | $10.9M |
| Truist Financial Corp. | 0.02% | Add +12.7% | 59,202 | $10.3M |
| Cerity Partners LLC | 0.02% | Reduce -3.5% | 58,519 | $10.2M |
| Nelson Capital Management, LLC | 1.68% | Add +3.5% | 57,126 | $9.9M |
| American Investment Services, Inc. | 1.65% | Reduce -2.6% | 56,740 | $9.9M |
| Pallas Capital Advisors LLC | 0.41% | Reduce -1.9% | 54,374 | $9.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.1% | 52,202 | $9.1M |
| Hamilton Wealth, LLC | 2.20% | Add +9.9% | 51,781 | $9.0M |
| Invst, LLC | 1.05% | Add +3335.1% | 49,672 | $8.6M |
| Raymond James & Associates | 0.01% | Reduce -9.2% | 49,660 | $8.6M |
| Vestor Capital, LLC | 0.65% | Add +30.4% | 47,718 | $8.3M |
| Private Advisor Group, LLC | 0.05% | Reduce -0.5% | 46,731 | $8.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -8.2% | 44,981 | $7.8M |
| Richmond Brothers, Inc. | 4.50% | New | 41,965 | $7.3M |
| David Kennon Inc | 2.66% | Add +1.1% | 38,881 | $6.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.7% | 37,739 | $6.6M |
| Greenline Partners, LLC | 0.93% | Add +1.4% | 37,304 | $6.5M |
| KCM Investment Advisors LLC | 0.21% | Add +5.9% | 35,736 | $6.2M |
| L & S Advisors Inc | 0.72% | New | 35,351 | $6.2M |
| Bryn Mawr Trust Advisors, LLC | 0.32% | Add +0.7% | 34,323 | $6.0M |
| Tranquilli Financial Advisor LLC | 3.55% | Add +0.8% | 32,527 | $5.7M |
| Gunma Bank,Ltd. | 2.15% | Reduce -14.3% | 30,000 | $5.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -16.4% | 29,367 | $5.1M |
| Dakota Wealth Management | 0.12% | Reduce -1.8% | 29,387 | $5.1M |
| Porter White Investment Advisors, Inc. | 2.53% | Reduce -1.3% | 29,058 | $5.1M |
| M&T Bank Corp | 0.02% | Reduce -5.5% | 28,875 | $5.0M |
| Atria Investments, Inc | 0.06% | Reduce -4.7% | 28,829 | $5.0M |
| Exchange Traded Concepts, LLC | 0.12% | No change | 28,771 | $5.0M |
| First National Corp. /Ma/ | 1.11% | Reduce -60.8% | 28,719 | $5.0M |
| Goldstone Financial Group, LLC | 0.84% | Add +33.8% | 27,880 | $4.9M |
| HighTower Advisors, LLC | 0.01% | Add +88.5% | 27,944 | $4.8M |
| Lido Advisors, LLC | 0.04% | Add +11.3% | 27,740 | $4.8M |
| Freedom Investment Management, Inc. | 0.38% | Reduce -27.1% | 27,731 | $4.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +6.4% | 27,141 | $4.7M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +14.4% | 27,107 | $4.7M |
| IFG Advisory, LLC | 0.30% | Add +3.2% | 26,853 | $4.7M |
| Exchange Capital Management, Inc. | 0.74% | Add +14.1% | 26,765 | $4.7M |
| Foundations Investment Advisors, LLC | 0.09% | Add +7.0% | 25,414 | $4.4M |
| FFG Retirement Advisors LLC | 2.86% | Reduce -2.0% | 25,220 | $4.4M |
| Stratos Wealth Advisors, LLC | 0.20% | Add +10.3% | 24,924 | $4.3M |
| Creative Planning | 0.00% | Reduce -2.5% | 24,433 | $4.3M |
| Blair William & Co. | 0.01% | Add +41.7% | 24,150 | $4.2M |
| Financial Advocates Investment Management | 0.22% | Add +14.3% | 21,896 | $3.8M |
| Royal Fund Management, LLC | 0.27% | Add +132.8% | 21,386 | $3.8M |
| Prudential Financial Inc. | 0.01% | Reduce -7.1% | 21,065 | $3.7M |
| Harbour Investments, Inc. | 0.11% | Add +2.7% | 20,782 | $3.6M |
| Wilmington Savings Fund Society, FSB | 0.06% | New | 20,400 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +53.0% | 20,169 | $3.5M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -3.8% | 19,178 | $3.3M |
| Proficio Capital Partners LLC | 0.33% | Add +0.7% | 19,095 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -46.1% | 19,069 | $3.3M |
| DHK Financial Advisors, Inc. | 2.03% | Add +0.8% | 18,879 | $3.3M |
| Delta Financial Group, Inc. | 1.21% | Add +6.6% | 18,645 | $3.2M |
| Sterling Investment Advisors, Ltd. | 0.81% | Reduce -4.2% | 18,370 | $3.2M |
| Shilanski & Associates, Inc. | 1.01% | Reduce -3.6% | 17,795 | $3.1M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Reduce -5.2% | 17,524 | $3.1M |
| Advisory Services Network, LLC | 0.06% | No change | 19,648 | $2.9M |
| Ariston Services Group | 2.53% | Reduce -0.7% | 16,695 | $2.9M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -2.4% | 16,470 | $2.9M |
| Crown Wealth Group, LLC | 1.20% | New | 15,874 | $2.8M |
| Strengthening Families & Communities, LLC | 0.69% | Add +4.3% | 15,527 | $2.7M |
| Banque Cantonale Vaudoise | 0.11% | Add +43.3% | 15,324 | $2.7M |
| Cresset Asset Management, LLC | 0.01% | Add +4.2% | 14,810 | $2.6M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +166.5% | 14,704 | $2.6M |
| Stapp Wealth Management, PLLC | 4.12% | Add +4.1% | 14,673 | $2.6M |
| Tudor Investment Corporation | 0.03% | Add +0.9% | 14,615 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +16.1% | 14,527 | $2.5M |
| Glassy Mountain Advisors, Inc. | 0.89% | Add +3.1% | 14,485 | $2.5M |
| WBH Advisory Inc. | 0.24% | Reduce -0.9% | 14,409 | $2.5M |
| Independent Financial Group, LLC | 0.09% | Add +25.1% | 14,094 | $2.5M |
| Capital Investment Advisory Services, LLC | 0.23% | Add +5.4% | 13,655 | $2.4M |
| Fifth Third Bancorp | 0.01% | Reduce -1.0% | 13,587 | $2.4M |
| Retireful, LLC | 1.72% | New | 13,376 | $2.3M |
| Dumont & Blake Investment Advisors LLC | 0.61% | Reduce -50.3% | 13,175 | $2.3M |
| MassMutual Private Wealth & Trust, FSB | 0.06% | Add +4.4% | 12,728 | $2.2M |
| Madden Advisory Services, Inc. | 1.01% | Add +9.9% | 12,713 | $2.2M |
| Fiduciary Trust Co | 0.03% | Reduce -3.4% | 12,685 | $2.2M |
| Raab & Moskowitz Asset Management LLC | 0.56% | Add +26.7% | 12,611 | $2.2M |
| Beck Bode, LLC | 0.41% | New | 12,562 | $2.2M |
| Joule Financial, LLC | 0.76% | Add +124.3% | 11,851 | $2.1M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -10.9% | 11,796 | $2.1M |
| Flagstar Securities, Inc. | 0.51% | Add +0.3% | 11,582 | $2.0M |
| Argent Financial Group, Inc. | 0.24% | — | 11,424 | $2.0M |
| Neuberger Berman Group LLC | 0.00% | Add +0.2% | 11,091 | $1.9M |
| Mariner, LLC | 0.00% | Reduce -1.3% | 10,877 | $1.9M |
| Focus Partners Wealth | 0.01% | Add +23.3% | 10,739 | $1.9M |
| Sharper & Granite LLC | 0.83% | Reduce -5.2% | 10,738 | $1.9M |
| Castle Rock Wealth Management, LLC | 0.44% | Reduce -7.0% | 10,692 | $1.8M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -71.3% | 10,583 | $1.8M |
| Waverly Advisors, LLC | 0.03% | Reduce -1.2% | 10,522 | $1.8M |
| Macquarie Group Ltd. | 0.00% | No change | 10,391 | $1.8M |
| Independent Order of Foresters | 1.04% | No change | 10,391 | $1.8M |
| Callan Capital, LLC | 0.13% | Reduce -7.1% | 10,292 | $1.8M |
| Fifth Third Securities, Inc. | 0.17% | Reduce -6.5% | 10,103 | $1.8M |
| Creative Financial Designs Inc. | 0.15% | Add +0.9% | 10,034 | $1.7M |
| Accel Wealth Management | 0.64% | Add +20.4% | 9,903 | $1.7M |
| Sigma Planning Corp | 0.05% | Add +9.7% | 9,874 | $1.7M |
| Concourse Financial Group Securities, Inc. | 0.10% | Add +25.2% | 9,624 | $1.7M |
| Glen Eagle Advisors, LLC | 0.28% | Reduce -4.7% | 9,639 | $1.7M |
| Moran Wealth Management, LLC | 0.05% | Reduce -4.9% | 9,500 | $1.7M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +2.4% | 9,485 | $1.7M |
| Guidance Point Advisors, LLC | 0.50% | Add +2.0% | 9,425 | $1.6M |
| Bard Associates Inc. | 0.56% | Add +13.1% | 9,307 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -3.3% | 8,987 | $1.6M |
| Old Second National Bank of Aurora | 0.38% | Reduce -1.8% | 8,956 | $1.6M |
| Curran Financial Partners, LLC | 0.44% | Add +0.0% | 8,815 | $1.5M |
| CENTRAL TRUST Co | 0.04% | No change | 8,726 | $1.5M |
| Private Portfolio Partners LLC | 0.28% | Add +0.9% | 8,712 | $1.5M |
| Citigroup Inc. | 0.00% | Add +39.2% | 8,329 | $1.4M |
| Compass Ion Advisors, LLC | 0.17% | Reduce -4.5% | 8,161 | $1.4M |
| Glass Jacobson Investment Advisors llc | 0.47% | Add +3.8% | 8,140 | $1.4M |
| Sovereign Financial Group, Inc. | 0.33% | Add +0.3% | 8,115 | $1.4M |
| Trinity Legacy Partners, LLC | 0.36% | Reduce -11.2% | 8,050 | $1.4M |
| Bailard, Inc. | 0.04% | Reduce -5.8% | 7,859 | $1.4M |
| BOS Asset Management, LLC | 0.50% | Reduce -36.3% | 7,725 | $1.3M |
| FMR LLC | 0.00% | Add +28.3% | 7,679 | $1.3M |
| Consolidated Portfolio Review Corp | 0.29% | Reduce -11.5% | 7,555 | $1.3M |
| CoreCap Advisors, LLC | 0.06% | Add +2.7% | 7,520 | $1.3M |
| Kennedy Investment Group, Inc. | 0.60% | Add +2.8% | 7,457 | $1.3M |
| Carl P. Sherr & Co., LLC | 0.68% | Add +3.7% | 7,456 | $1.3M |
| Wall Street Financial Group, Inc. | 1.36% | Add +73.0% | 7,398 | $1.3M |
| O'ROURKE & COMPANY, Inc | 0.64% | Add +57.0% | 7,393 | $1.3M |
| Charter Oak Capital Management, LLC | 0.12% | Reduce -3.5% | 7,387 | $1.3M |
| Bessemer Group Inc. | 0.00% | No change | 7,350 | $1.3M |
| Gray Wealth Management Inc. | 0.50% | Add +20.6% | 7,294 | $1.3M |
| Saxon Interests, Inc. | 0.58% | New | 7,289 | $1.3M |
| Summit Financial, LLC | 0.05% | Add +5.5% | 7,199 | $1.3M |
| Brookstone Capital Management | 0.02% | Add +5.8% | 7,094 | $1.2M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -13.4% | 7,092 | $1.2M |
| Kinloch Capital, LLC | 0.60% | Reduce -22.8% | 7,068 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | Add +2.5% | 7,006 | $1.2M |
| Baker Ellis Asset Management LLC | 0.17% | No change | 7,000 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -28.1% | 6,953 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | Add +1.0% | 6,912 | $1.2M |
| First American Bank | 0.09% | Add +36.5% | 6,891 | $1.2M |
| Regal Investment Advisors LLC | 0.08% | Reduce -18.5% | 6,650 | $1.2M |
| Guild Investment Management, Inc. | 1.26% | No change | 6,540 | $1.1M |
| CX Institutional | 0.05% | Reduce -20.8% | 6,517 | $1.1M |
| Bluesphere Advisors LLC | 0.56% | New | 6,495 | $1.1M |
| Csenge Advisory Group | 0.06% | Add +0.5% | 6,538 | $1.1M |
| Tranquility Partners, LLC | 0.40% | Reduce -10.5% | 6,403 | $1.1M |
| Visionary Wealth Advisors | 0.07% | Reduce -31.1% | 6,347 | $1.1M |
| Woodward Diversified Capital, LLC | 0.70% | Reduce -6.9% | 6,319 | $1.1M |
| Centaurus Financial, Inc. | 0.07% | Reduce -6.5% | 6,287 | $1.1M |
| Tiaa Trust, National Association | 0.00% | Add +10.9% | 6,262 | $1.1M |
| First Personal Financial Services | 0.23% | Add +0.8% | 6,230 | $1.1M |
| Farther Finance Advisors, LLC | 0.04% | Add +409.9% | 6,185 | $1.1M |
| Bigelow Investment Advisors, LLC | 0.48% | Add +32.6% | 6,175 | $1.1M |
| Piscataqua Savings Bank | 0.91% | No change | 6,174 | $1.1M |
| Independent Family Office, LLC | 0.53% | No change | 6,116 | $1.1M |
| Sax Wealth Advisors, LLC | 0.09% | Add +0.6% | 6,034 | $1.1M |
| Citadel Advisors | 0.00% | New | 5,924 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +20.8% | 5,922 | $1.0M |
| Archford Capital Strategies, LLC | 0.15% | Add +1.6% | 5,900 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Add +6687.2% | 5,837 | $1.0M |
| &partners | 0.02% | New | 5,821 | $1.0M |
| Novak & Powell Financial Services, Inc. | 0.58% | Add +2.1% | 5,788 | $1.0M |
| Foster Group, Inc. | 0.04% | Add +0.9% | 5,723 | $996K |
| Altiora Financial Group, LLC | 0.22% | No change | 5,650 | $983K |
| First Bancorp, Inc | 0.67% | No change | 5,557 | $967K |
| Anchor Investment Management, LLC | 0.09% | Add +7.2% | 5,522 | $961K |
| Spire Wealth Management | 0.03% | Reduce -4.0% | 5,447 | $948K |
| Steel Grove Capital Advisors, LLC | 0.13% | Add +25.0% | 5,470 | $948K |
| Jones Financial Companies LLLP | 0.00% | Add +167.1% | 5,465 | $947K |
| City State Bank | 0.34% | No change | 5,376 | $936K |
| Susquehanna International Group, LLP | 0.00% | Reduce -77.8% | 5,365 | $934K |
| Comerica Bank | 0.00% | Add +1.0% | 5,361 | $933K |
| Mutual Advisors, LLC | 0.03% | Reduce -1.2% | 5,293 | $928K |
| Asset Dedication, LLC | 0.06% | Reduce -20.5% | 5,299 | $922K |
| PFG Advisors | 0.06% | Add +7.2% | 5,218 | $908K |
| IHT Wealth Management, LLC | 0.03% | Add +14.4% | 5,204 | $907K |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.3% | 5,179 | $901K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -21.9% | 5,138 | $894K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -21.9% | 5,138 | $894K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.35% | No change | 5,105 | $889K |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -33.0% | 5,080 | $884K |
| Navis Wealth Advisors, LLC | 0.94% | Add +5.2% | 5,000 | $870K |
| Clear Creek Financial Management, LLC | 0.10% | Reduce -8.9% | 4,992 | $869K |
| OneDigital Investment Advisors LLC | 0.01% | Add +8.7% | 4,976 | $866K |
| Tudor Financial Inc. | 0.52% | — | 4,895 | $852K |
| Wealthfront Advisers LLC | 0.00% | Add +0.1% | 4,887 | $851K |
| Matrix Trust Co | 0.16% | Add +180.2% | 4,814 | $838K |
| V2 Financial group LLC | 0.54% | No change | 4,800 | $835K |
| Founders Financial Alliance, LLC | 0.23% | Add +0.1% | 4,790 | $834K |
| Interactive Financial Advisors, Inc. | 0.43% | Add +0.1% | 4,778 | $832K |
| Sweeney & Michel, LLC | 0.33% | Add +0.4% | 4,698 | $828K |
| Choate Investment Advisors | 0.02% | Add +8.2% | 4,739 | $825K |
| Main Street Financial Solutions, LLC | 0.07% | Add +0.1% | 4,591 | $799K |
| Wealthspire Retirement, LLC | 0.06% | Reduce -0.6% | 4,546 | $791K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +37.6% | 4,477 | $779K |
| Thrivent Financial for Lutherans | 0.00% | Add +16.2% | 4,449 | $777K |
| Leavell Investment Management, Inc. | 0.04% | Add +8.1% | 4,393 | $771K |
| First Financial Corp. | 0.36% | Reduce -15.7% | 4,352 | $757K |
| White Lighthouse Investment Management Inc. | 0.14% | Add +49.4% | 4,331 | $754K |
| River Street Advisors LLC | 0.41% | Add +6.7% | 4,296 | $748K |
| Silverlake Wealth Management LLC | 0.29% | Add +8.6% | 4,289 | $747K |
| Rothschild Investment LLC | 0.05% | No change | 4,231 | $736K |
| Principal Securities, Inc. | 0.02% | Reduce -0.6% | 4,195 | $730K |
| Maltin Wealth Management, Inc. | 0.35% | Add +5.5% | 4,187 | $729K |
| Institute for Wealth Management, LLC. | 0.09% | Add +3.7% | 4,160 | $724K |
| Valmark Advisers, Inc. | 0.01% | Add +0.2% | 4,129 | $719K |
| Investment Advisory Services Inc. /TX | 0.25% | No change | 4,108 | $715K |
| Hancock Whitney Corp. | 0.02% | No change | 4,064 | $707K |
| National Wealth Management Group, LLC | 0.48% | Reduce -4.1% | 4,063 | $707K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +2.7% | 4,007 | $703K |
| McClarren Financial Advisors, Inc. | 0.09% | Add +18.6% | 1,403 | $699K |
| Country Club Bank | 0.05% | No change | 4,007 | $695K |
| McAdam, LLC | 0.04% | Reduce -3.9% | 3,949 | $687K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Reduce -4.5% | 3,926 | $683K |
| Park National Corp. | 0.02% | Reduce -20.6% | 3,893 | $678K |
| First Heartland Consultants, Inc. | 0.07% | Add +0.0% | 3,873 | $674K |
| Conrad Siegel Investment Advisors, Inc. | 0.18% | Reduce -3.7% | 3,872 | $674K |
| Blackston Financial Advisory Group, LLC | 0.34% | New | 3,814 | $664K |
| Oppenheimer & Co. Inc. | 0.01% | Add +43.1% | 3,771 | $656K |
| Money Concepts Capital Corp. | 0.05% | Add +2.8% | 3,764 | $655K |
| Creekside Partners | 0.34% | Add +0.1% | 3,761 | $655K |
| Bison Wealth, LLC | 0.10% | Reduce -16.8% | 3,758 | $654K |
| Cwm, LLC | 0.00% | Reduce -1.1% | 3,756 | $654K |
| Advisors Capital Management, LLC | 0.01% | Add +2.4% | 3,750 | $653K |
| Towerpoint Wealth, LLC | 0.31% | New | 3,710 | $646K |
| Bank of New York Mellon Corp | 0.00% | Add +42.7% | 3,687 | $642K |
| Essex Financial Services, Inc. | 0.05% | Reduce -11.5% | 3,661 | $641K |
| Christensen, King & Associates Investment Services, Inc. | 0.30% | Reduce -8.7% | 3,681 | $641K |
| Diversify Wealth Management, LLC | 0.06% | Reduce -9.5% | 3,567 | $630K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -4.5% | 3,607 | $628K |
| Private Wealth Group, LLC | 0.31% | No change | 3,595 | $626K |
| Atlas Capital Advisors Inc. | 0.10% | Reduce -7.2% | 3,588 | $624K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 3,577 | $623K |
| D.A. Davidson & Co. | 0.01% | Add +20.7% | 3,550 | $618K |
| Swisher Financial Concepts, Inc. | 0.38% | Add +102.0% | 3,723 | $603K |
| Seamount Financial Group Inc. | 0.45% | Reduce -3.5% | 3,454 | $601K |
| First Commonwealth Financial Corp | 0.14% | No change | 3,434 | $598K |
| Caitlin John, LLC | 0.38% | Reduce -12.0% | 3,475 | $588K |
| Axiom Financial Strategies, LLC | 0.31% | Reduce -54.0% | 3,338 | $581K |
| BCM Advisors, LLC | 0.13% | No change | 3,452 | $575K |
| Everstar Asset Management, LLC | 0.39% | — | 3,280 | $571K |
| Ancora Advisors LLC | 0.01% | Add +0.8% | 3,229 | $562K |
| Arlington Capital Management, Inc. | 0.45% | Add +9.3% | 3,147 | $548K |
| Innova Wealth Partners | 0.45% | New | 3,147 | $548K |
| Cherry Tree Wealth Management, LLC | 0.13% | Reduce -2.7% | 3,143 | $547K |
| Northwest Financial Advisors | 0.43% | Add +5.0% | 3,128 | $544K |
| Geneos Wealth Management Inc. | 0.02% | Add +2.8% | 3,127 | $544K |
| Northstar Group, Inc. | 0.10% | No change | 3,020 | $526K |
| Investment House LLC | 0.03% | No change | 3,000 | $522K |
| Retirement Planning Group, LLC | 0.03% | Add +2.4% | 2,996 | $522K |
| Cross Staff Investments Inc | 0.40% | No change | 2,994 | $521K |
| Parallel Advisors, LLC | 0.01% | Add +16.7% | 2,990 | $520K |
| Trek Financial, LLC | 0.04% | No change | 2,963 | $516K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -14.1% | 2,902 | $505K |
| Choreo, LLC | 0.01% | Reduce -12.8% | 2,881 | $505K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -38.0% | 2,896 | $504K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -1.2% | 2,857 | $497K |
| CW Advisors, LLC | 0.01% | New | 2,769 | $482K |
| Tilia Fiduciary Partners, Inc. | 0.33% | Reduce -16.9% | 2,763 | $481K |
| US Bancorp \de | 0.00% | Add +6.3% | 2,750 | $479K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +46.2% | 2,727 | $474K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +2.2% | 2,715 | $473K |
| Autumn Glory Partners, LLC | 0.18% | Add +0.1% | 2,704 | $471K |
| Meridian Financial Partners LLC | 0.24% | No change | 2,691 | $468K |
| Flagship Private Wealth, LLC | 0.24% | Reduce -2.5% | 2,688 | $468K |
| Investment Planning Advisors, Inc. | 0.24% | No change | 3,135 | $464K |
| Roman Butler Fullerton & Co. | 0.14% | No change | 2,663 | $463K |
| Private Trust Co. NA | 0.05% | No change | 2,645 | $460K |
| Patton Albertson Miller Group, LLC | 0.06% | No change | 2,624 | $457K |
| Mission Wealth Management, LP | 0.01% | Reduce -14.4% | 2,618 | $456K |
| Prospera Financial Services Inc | 0.01% | Reduce -49.4% | 2,615 | $455K |
| Raymond James Trust N.A. | 0.01% | Add +0.0% | 2,601 | $453K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -3.5% | 2,575 | $451K |
| DiNuzzo Private Wealth, Inc. | 0.06% | New | 2,591 | $451K |
| Bank of Montreal | 0.00% | Add +126.7% | 2,569 | $445K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,504 | $439K |
| Northeast Investment Management | 0.02% | No change | 2,498 | $435K |
| Wedmont Private Capital | 0.02% | New | 2,498 | $427K |
| MAI Capital Management | 0.00% | Add +0.3% | 2,449 | $426K |
| Bluespring Wealth Management, LLC | 0.04% | No change | 2,420 | $424K |
| AE Wealth Management LLC | 0.00% | Reduce -13.1% | 2,428 | $423K |
| Chemistry Wealth Management LLC | 0.10% | Add +3.4% | 2,416 | $421K |
| Compound Planning, Inc. | 0.03% | Reduce -3.1% | 2,412 | $420K |
| Wealth Effects LLC | 0.15% | No change | 2,404 | $418K |
| Houlihan Financial Resource Group, Ltd. | 0.17% | Add +0.3% | 2,398 | $417K |
| Kellett Wealth Advisors, LLC | 0.29% | Reduce -2.5% | 2,353 | $410K |
| Executive Wealth Management, LLC | 0.03% | New | 2,331 | $406K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 2,245 | $391K |
| Focus Financial Network, Inc. | 0.02% | Add +14.0% | 2,224 | $390K |
| Merit Financial Group, LLC | 0.01% | Reduce -1.9% | 2,239 | $390K |
| Myecfo, LLC | 0.21% | Add +58.9% | 2,212 | $385K |
| Northern Trust Corp. | 0.00% | Add +33.4% | 2,199 | $383K |
| World Investment Advisors | 0.01% | New | 2,178 | $379K |
| OneAscent Wealth Management LLC | 0.14% | Add +21.4% | 2,162 | $379K |
| Bridge Creek Capital Management LLC | 0.11% | Add +4.6% | 2,163 | $376K |
| Elevate Wealth Advisory, Inc. | 0.28% | Reduce -5.5% | 2,133 | $374K |
| Kovack Advisors, Inc. | 0.04% | Add +4.4% | 2,148 | $374K |
| Acorn Wealth Advisors, LLC | 0.16% | Reduce -1.4% | 2,139 | $372K |
| MontVue Capital Management, Inc. | 0.28% | No change | 2,125 | $370K |
| Cora Capital Advisors LLC | 0.18% | Reduce -8.2% | 2,124 | $370K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | Reduce -0.9% | 2,119 | $369K |
| Aspen Wealth Strategies, LLC | 0.24% | Reduce -0.4% | 2,117 | $368K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.9% | 2,105 | $366K |
| Sharp Wealth Advisory, LLC | 0.28% | No change | 2,100 | $366K |
| CVA Family Office, LLC | 0.06% | Reduce -18.1% | 2,100 | $366K |
| Simmons Bank | 0.03% | No change | 2,080 | $362K |
| Blume Capital Management, Inc. | 0.08% | Reduce -91.4% | 2,080 | $362K |
| Avior Wealth Management, LLC | 0.01% | Add +69.7% | 2,062 | $359K |
| Fulcrum Capital LLC | 0.08% | No change | 2,050 | $357K |
| NewEdge Advisors, LLC | 0.00% | Add +26.4% | 2,032 | $354K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 2,022 | $352K |
| Financial Freedom, LLC | 0.18% | Reduce -1.4% | 1,992 | $347K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -7.7% | 1,990 | $346K |
| Moneco Advisors, LLC | 0.04% | Reduce -4.5% | 1,962 | $341K |
| Poehling Capital Management, INC. | 0.09% | No change | 1,950 | $339K |
| Hilltop Holdings Inc. | 0.02% | New | 1,939 | $337K |
| StoneX Group Inc. | 0.02% | Add +29.5% | 1,894 | $332K |
| Idaho Trust Co | 0.16% | Reduce -0.9% | 1,902 | $331K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 1,832 | $319K |
| Clearstead Advisors, LLC | 0.00% | Add +0.1% | 1,797 | $313K |
| Quantinno Capital Management LP | 0.00% | New | 1,760 | $306K |
| Citizens Financial Group Inc. | 0.01% | Add +9.5% | 1,733 | $304K |
| Tyche Wealth Partners LLC | 0.07% | No change | 1,725 | $300K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.07% | No change | 1,721 | $300K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | No change | 1,709 | $297K |
| Heritage Family Offices, LLP | 0.15% | No change | 1,700 | $296K |
| Silver Coast Investments LLC | 0.11% | New | 1,693 | $295K |
| Evanson Asset Management, LLC | 0.02% | Reduce -34.0% | 1,683 | $293K |
| Retirement Planning Co of New England, Inc. | 0.14% | Reduce -7.3% | 1,667 | $290K |
| WNY Asset Management, LLC | 0.03% | Reduce -2.4% | 1,661 | $289K |
| Montag A & Associates Inc. | 0.01% | No change | 1,632 | $286K |
| Solidarity Wealth, LLC | 0.08% | New | 1,603 | $281K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 1,611 | $280K |
| Modern Wealth Management, LLC | 0.02% | Reduce -1.8% | 1,609 | $280K |
| Mather Group, Llc. | 0.00% | Reduce -25.9% | 1,605 | $279K |
| Panoramic Investment Advisors, LLC | 0.19% | — | 1,601 | $279K |
| Garden State Investment Advisory Services LLC | 0.09% | Add +0.7% | 1,584 | $277K |
| DAVENPORT & Co LLC | 0.00% | Add +2.2% | 1,553 | $270K |
| Global Retirement Partners, LLC | 0.01% | Reduce -16.6% | 1,533 | $267K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +11.2% | 1,535 | $267K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.1% | 1,526 | $266K |
| Glenmede Trust Co. NA | 0.00% | Add +11.1% | 1,518 | $264K |
| Cape Investment Advisory, Inc. | 0.11% | Reduce -1.1% | 1,513 | $263K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 1,500 | $261K |
| Western Wealth Management, LLC | 0.01% | Add +4.7% | 1,499 | $261K |
| Western Pacific Wealth Management, LP | 0.17% | No change | 1,484 | $258K |
| CWA Asset Management Group, LLC | 0.01% | — | 1,465 | $255K |
| New England Private Wealth Advisors LLC | 0.04% | Add +1.0% | 1,462 | $255K |
| ZynergyRetirementPlanningLLC | 0.18% | No change | 1,459 | $254K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -8.3% | 1,452 | $253K |
| Mission Creek Capital Partners, Inc. | 0.06% | New | 1,446 | $252K |
| One Charles Private Wealth Services, LLC | 0.10% | Reduce -6.6% | 1,443 | $251K |
| First PREMIER Bank | 0.06% | Reduce -11.6% | 1,437 | $250K |
| Strategic Investment Solutions, Inc. | 0.07% | Add +69.5% | 1,415 | $246K |
| Strategic Blueprint, LLC | 0.02% | New | 1,413 | $246K |
| Curtis Advisory Group, LLC | 0.07% | No change | 1,402 | $244K |
| Mgo One Seven LLC | 0.01% | Reduce -4.4% | 1,392 | $242K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 1,352 | $235K |
| SignalPoint Asset Management, LLC | 0.05% | New | 1,356 | $235K |
| CreativeOne Wealth, LLC | 0.01% | New | 1,342 | $234K |
| FinTrust Capital Advisors, LLC | 0.04% | Add +710.3% | 1,337 | $233K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,332 | $232K |
| My Personal CFO, LLC | 0.13% | Reduce -70.6% | 1,329 | $231K |
| Capital Investment Advisors, LLC | 0.00% | New | 1,322 | $230K |
| Eagle Harbor Asset Management Inc. | 0.23% | New | 1,312 | $228K |
| Tortoise Investment Management, LLC | 0.02% | Add +3.2% | 1,303 | $227K |
| World Equity Group, Inc. | 0.08% | New | 1,302 | $227K |
| Optimist Retirement Group LLC | 0.10% | New | 1,301 | $226K |
| One Day In July LLC | 0.02% | New | 1,264 | $220K |
| Moseley Investment Management Inc. | 0.09% | New | 1,256 | $219K |
| RBA Wealth Management, LLC | 0.08% | New | 1,254 | $218K |
| Summit Financial Strategies, Inc. | 0.02% | Reduce -24.1% | 1,254 | $218K |
| Patten & Patten Inc. | 0.01% | New | 1,251 | $218K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -1.0% | 1,254 | $217K |
| Colonial River Investments, LLC | 0.11% | New | 1,239 | $216K |
| Axxcess Wealth Management, LLC | 0.01% | New | 1,239 | $216K |
| Powers Advisory Group, LLC | 0.11% | New | 1,234 | $215K |
| Ellis Investment Partners, LLC | 0.04% | New | 1,224 | $213K |
| Full Sail Capital, LLC | 0.01% | New | 1,218 | $212K |
| Elevation Capital Advisory, LLC | 0.09% | New | 1,199 | $209K |
| PFG Investments, LLC | 0.01% | Reduce -23.8% | 1,194 | $208K |
| Pacific Sun Financial Corp | 0.11% | New | 1,190 | $207K |
| Wedbush Securities Inc. | 0.01% | New | 1,183 | $206K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.10% | New | 1,179 | $205K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 1,167 | $203K |
| Vawter Financial, Ltd. | 0.12% | New | 1,150 | $200K |
| North Star Investment Management Corp. | 0.01% | Add +0.9% | 1,147 | $200K |
| Advisors Preferred, LLC | 0.03% | New | 1,138 | $200K |
| Headlands Technologies LLC | 0.02% | Add +553.3% | 1,104 | $192K |
| Coston, McIsaac & Partners | 0.05% | Add +0.7% | 1,043 | $181K |
| Continuum Advisory, LLC | 0.02% | Add +30.5% | 1,056 | $178K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $174K |
| Voisard Asset Management Group, Inc. | 0.07% | No change | 980 | $171K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | New | 960 | $167K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +15.4% | 924 | $161K |
| Pacific Center for Financial Services | 0.04% | No change | 918 | $160K |
| Basso Capital Management, L.P. | 0.14% | Reduce -59.2% | 902 | $157K |
| Caldwell Trust Co | 0.02% | No change | 892 | $155K |
| Bokf, NA | 0.00% | Add +27.6% | 870 | $152K |
| Financial Perspectives, Inc | 0.05% | No change | 828 | $144K |
| Allworth Financial LP | 0.00% | Add +2.5% | 813 | $142K |
| FNY Investment Advisers, LLC | 0.07% | New | 800 | $139K |
| Atticus Wealth Management, LLC | 0.04% | Reduce -1.9% | 780 | $136K |
| MidAtlantic Capital Management, Inc. | 0.10% | No change | 777 | $135K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Add +63.2% | 775 | $135K |
| Assetmark, Inc. | 0.00% | Add +245.6% | 750 | $131K |
| Colony Family Offices, LLC | 0.04% | No change | 740 | $130K |
| Progressive Investment Management Corp | 0.03% | No change | 700 | $122K |
| JFS Wealth Advisors, LLC | 0.01% | New | 700 | $122K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 680 | $118K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 650 | $113K |
| Boyd Watterson Asset Management LLC | 0.03% | No change | 635 | $111K |
| Peachtree Investment Partners, LLC | 0.04% | New | 610 | $106K |
| IFP Advisors, Inc | 0.00% | Reduce -16.0% | 609 | $106K |
| First Horizon Advisors, Inc. | 0.00% | No change | 557 | $97K |
| Archer Investment Corp | 0.03% | New | 555 | $97K |
| Bellevue Asset Management, LLC | 0.05% | No change | 525 | $91K |
| Ulland Investment Advisors, LLC | 0.07% | Reduce -46.9% | 503 | $88K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -16.9% | 505 | $88K |
| Tompkins Financial Corp. | 0.01% | No change | 500 | $87K |
| Valley National Advisers Inc. | 0.02% | No change | 500 | $87K |
| St Germain D J Co. Inc. | 0.00% | No change | 460 | $80K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 450 | $78K |
| City Holding Co. | 0.01% | No change | 448 | $78K |
| Bogart Wealth, LLC | 0.00% | No change | 448 | $78K |
| Crewe Advisors LLC | 0.01% | No change | 433 | $75K |
| Qube Research & Technologies Ltd | 0.00% | New | 430 | $75K |
| Sandy Spring Bank | 0.00% | Reduce -6.8% | 423 | $74K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 420 | $73K |
| Colonial Trust Co / SC | 0.01% | No change | 420 | $73K |
| Advantage Trust Co | 0.05% | Add +213.8% | 408 | $71K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | Add +1.8% | 396 | $69K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | New | 386 | $68K |
| Paladin Advisory Group, LLC | 0.05% | No change | 380 | $66K |
| WASHINGTON TRUST Co | 0.00% | New | 380 | $66K |
| Center for Financial Planning, Inc. | 0.01% | No change | 375 | $65K |
| Arax Advisory Partners | 0.01% | Add +0.8% | 364 | $63K |
| Davis Capital Management | 0.05% | Reduce -4.5% | 358 | $62K |
| Simplex Trading, LLC | 0.00% | New | 360 | $62K |
| True Wealth Design, LLC | 0.02% | No change | 348 | $61K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 333 | $58K |
| Smithfield Trust Co | 0.00% | No change | 325 | $57K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 325 | $57K |
| Howe & Rusling Inc. | 0.00% | No change | 310 | $54K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +3600.0% | 296 | $51K |
| FAS Wealth Partners, Inc. | 0.00% | Add +86.5% | 289 | $50K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 273 | $48K |
| Barrett & Company, Inc. | 0.02% | No change | 275 | $48K |
| ORG Partners LLC | 0.01% | No change | 275 | $48K |
| Financial Network Wealth Advisors LLC | 0.04% | Add +0.8% | 264 | $46K |
| Robbins Farley | 0.02% | No change | 262 | $46K |
| Lanark Financial, Inc. | 0.00% | No change | 264 | $45K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 250 | $44K |
| AdvisorNet Financial, Inc | 0.00% | No change | 250 | $44K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -19.5% | 248 | $43K |
| Main Street Group, LTD | 0.02% | No change | 245 | $43K |
| Flputnam Investment Management Co. | 0.00% | Add +125.0% | 540 | $42K |
| Signaturefd, LLC | 0.00% | Add +64.5% | 232 | $40K |
| NBT Bank, N.A. | 0.00% | Add +0.4% | 226 | $39K |
| Dagco, Inc. | 0.02% | No change | 215 | $37K |
| Financial Gravity Companies, Inc. | 0.01% | — | 212 | $37K |
| Smartleaf Asset Management LLC | 0.00% | Add +69.8% | 197 | $34K |
| McIlrath & Eck, LLC | 0.00% | No change | 195 | $34K |
| United Community Bank | 0.01% | No change | 190 | $33K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 188 | $33K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 181 | $32K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +67.3% | 179 | $31K |
| Twin Lakes Capital Management, LLC | 0.02% | New | 175 | $30K |
| Ashton Thomas Securities, LLC | 0.01% | New | 167 | $29K |
| TD Private Client Wealth LLC | 0.00% | Reduce -69.3% | 167 | $29K |
| Cedar Wealth Management, LLC | 0.01% | Reduce -66.7% | 153 | $27K |
| Gen-Wealth Partners Inc | 0.01% | New | 155 | $26K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -22.6% | 144 | $25K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -27.0% | 130 | $23K |
| Beacon Capital Management, LLC | 0.00% | No change | 129 | $22K |
| National Bank of Canada | 0.00% | No change | 127 | $22K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 126 | $22K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 125 | $22K |
| FWL Investment Management, LLC | 0.01% | New | 120 | $21K |
| NFSG Corp | 0.01% | Reduce -49.8% | 119 | $21K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 111 | $19K |
| Hanson & Doremus Investment Management | 0.00% | No change | 108 | $19K |
| Clearstead Trust, LLC | 0.00% | No change | 106 | $18K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.9% | 106 | $18K |
| Bank of New Hampshire | 0.00% | No change | 105 | $18K |
| NorthRock Partners, LLC | 0.00% | No change | 102 | $18K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 101 | $18K |
| Bfsg, LLC | 0.00% | No change | 100 | $17K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 100 | $17K |
| Realta Investment Advisors | 0.01% | Reduce -92.4% | 100 | $17K |
| First United Bank & Trust | 0.01% | No change | 90 | $16K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 88 | $15K |
| POM Investment Strategies, LLC | 0.01% | No change | 81 | $14K |
| Capital Analysts, LLC | 0.00% | No change | 80 | $14K |
| Gables Capital Management Inc. | 0.01% | No change | 79 | $14K |
| Tower View Wealth Management LLC | 0.01% | Add +1.3% | 78 | $14K |
| Addison Advisors LLC | 0.00% | No change | 75 | $13K |
| Monetary Management Group Inc. | 0.00% | New | 68 | $12K |
| BBJS Financial Advisors, LLC | 0.00% | Add +1.5% | 66 | $11K |
| Community Bank, N.A. | 0.00% | No change | 65 | $11K |
| TD Capital Management LLC | 0.00% | Add +20.0% | 60 | $10K |
| Deutsche Bank AG | 0.00% | No change | 59 | $10K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -74.8% | 55 | $10K |
| FSA Wealth Management LLC | 0.00% | — | 54 | $9K |
| New Millennium Group LLC | 0.00% | No change | 43 | $8K |
| AllSquare Wealth Management LLC | 0.00% | No change | 40 | $7K |
| Key Financial Inc | 0.00% | No change | 37 | $6K |
| Bray Capital Advisors | 0.00% | No change | 35 | $6K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 32 | $6K |
| Gould Capital, LLC | 0.00% | New | 30 | $5K |
| Adirondack Trust Co. | 0.00% | No change | 30 | $5K |
| JNBA Financial Advisors | 0.00% | New | 27 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 20 | $4K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 20 | $3K |
| GeoWealth Management, LLC | 0.00% | New | 20 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -94.5% | 20 | $3K |
| Independence Bank of Kentucky | 0.00% | Reduce -70.0% | 15 | $3K |
| Princeton Global Asset Management LLC | 0.00% | New | 15 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 14 | $2K |
| Armor Investment Advisors, LLC | 0.00% | No change | 13 | $2K |
| Running Point Capital Advisors, LLC | 0.00% | New | 12 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 8 | $2K |
| Annapolis Financial Services, LLC | 0.00% | No change | 10 | $2K |
| GAMMA Investing LLC | 0.00% | New | 8 | $1K |
| Sound Income Strategies, LLC | 0.00% | New | 5 | $870 |
| Integrity Financial Corp | 0.00% | No change | 4 | $696 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $523 |
| Hexagon Capital Partners LLC | 0.00% | Reduce -99.0% | 1 | $148 |
"% of holder's portfolio" is VPU's weight in each manager's 13F, not the share of Vanguard Utilities ETF the manager owns.