Vanguard Utilities ETFVPUETF
13F holders, Q1 2025 (March 31)604holders +9
54new positions
39sold out
2famous investors
$170.98avg. 13F price*
At the end of Q1 2025, 604 institutions reported holding Vanguard Utilities ETF (VPU) in their 13F filings, up 9 from Q4 2024. 54 opened new positions and 39 sold out. The largest holders were Morgan Stanley ($203.3M), Bank of America Corp. ($157.4M) and Envestnet Asset Management Inc. ($109.8M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Vanguard Utilities ETF
- CUSIP
- 92204A876
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $21.3M |
| Exits | 39 | $13.8M |
All 13F filers, Q4 2024 → Q1 2025: 977,235 shares bought and 1,326,523 shares sold, net −349,288 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 604 holders
| Morgan Stanley | 0.01% | Add +6.5% | 1,190,152 | $203.3M |
| Bank of America Corp. | 0.01% | Reduce -6.3% | 921,375 | $157.4M |
| Envestnet Asset Management Inc. | 0.04% | Add +6.6% | 643,021 | $109.8M |
| LPL Financial LLC | 0.04% | Reduce -7.5% | 617,370 | $105.5M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +8.2% | 611,050 | $104.4M |
| Empower Advisory Group, LLC | 0.21% | Add +4.6% | 380,900 | $65.1M |
| Beacon Capital Management, Inc. | 2.36% | Reduce -73.4% | 264,905 | $47.4M |
| UBS Group AG | 0.01% | Reduce -9.2% | 275,727 | $47.1M |
| Wells Fargo & Company | 0.01% | Add +0.4% | 274,805 | $46.9M |
| Ameriprise Financial Inc. | 0.01% | Add +17.9% | 263,041 | $44.9M |
| Captrust Financial Advisors | 0.10% | Add +14.2% | 224,353 | $38.3M |
| Cetera Investment Advisers | 0.07% | Add +6.9% | 218,335 | $37.3M |
| Rockefeller Capital Management L.P. | 0.09% | Reduce -1.3% | 203,495 | $34.8M |
| Royal Bank of Canada | 0.01% | Reduce -7.5% | 190,248 | $32.5M |
| PGIM Custom Harvest LLC | 0.73% | Add +13.4% | 178,291 | $30.5M |
| Commonwealth Equity Services, LLC | 0.04% | Add +6.6% | 169,216 | $28.9M |
| Raymond James Financial Inc. | 0.01% | Add +9.8% | 165,611 | $28.3M |
| Osaic Holdings, Inc. | 0.06% | Add +13.0% | 155,867 | $26.7M |
| Allied Investment Advisors, LLC | 4.44% | Add +4.4% | 137,094 | $23.4M |
| Altfest L J & Co. Inc. | 2.59% | Add +3.5% | 120,754 | $20.6M |
| Corient Private Wealth LP | 0.03% | Add +4.0% | 119,701 | $20.4M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -8.6% | 105,873 | $18.1M |
| Nan Shan Life Insurance Co., Ltd. | 0.42% | Add +166.4% | 103,880 | $17.7M |
| Tiaa Trust, National Association | 0.05% | Add +2023.8% | 96,441 | $16.5M |
| Patriot Investment Management Group, Inc. | 1.22% | Reduce -2.2% | 94,879 | $16.2M |
| Creative Financial Designs Inc. | 1.21% | Add +8.6% | 88,845 | $15.2M |
| Stifel Financial Corp. | 0.02% | Add +0.8% | 87,398 | $14.9M |
| Unconventional Investor, LLC | 8.41% | Reduce -0.6% | 83,273 | $14.2M |
| Atria Wealth Solutions, Inc. | 0.16% | Reduce -19.8% | 79,499 | $13.6M |
| Federation des caisses Desjardins du Quebec | 0.07% | Reduce -14.5% | 77,781 | $13.3M |
| MML Investors Services, LLC | 0.04% | Add +13.8% | 74,127 | $12.7M |
| SWAN Capital LLC | 5.36% | Reduce -7.4% | 67,974 | $11.6M |
| Two Sigma Investments, LP | 0.03% | Reduce -39.7% | 64,600 | $11.0M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.6% | 64,464 | $11.0M |
| Pallas Capital Advisors LLC | 0.42% | Add +7.6% | 58,529 | $10.0M |
| Nelson Capital Management, LLC | 1.72% | Add +2.4% | 58,326 | $10.0M |
| Cerity Partners LLC | 0.02% | Reduce -1.6% | 56,923 | $9.7M |
| American Investment Services, Inc. | 1.70% | Reduce -0.3% | 56,690 | $9.7M |
| Private Advisor Group, LLC | 0.06% | Add +12.3% | 54,742 | $9.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.7% | 52,636 | $9.0M |
| Truist Financial Corp. | 0.01% | Reduce -9.6% | 51,692 | $8.8M |
| JPMorgan Chase & Co. | 0.00% | Add +8.2% | 49,730 | $8.5M |
| Hamilton Wealth, LLC | 2.03% | Add +1.6% | 49,283 | $8.4M |
| Richmond Brothers, Inc. | 5.16% | Add +3.6% | 47,775 | $8.2M |
| Vestor Capital, LLC | 0.66% | Reduce -0.5% | 46,965 | $8.0M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +0.9% | 45,042 | $7.7M |
| First National Corp. /Ma/ | 1.70% | Add +162.6% | 44,976 | $7.7M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -1.2% | 42,760 | $7.3M |
| HighTower Advisors, LLC | 0.01% | Add +62.0% | 42,684 | $7.3M |
| Blair William & Co. | 0.02% | Add +23.3% | 41,961 | $7.2M |
| CW Advisors, LLC | 0.09% | Add +291.0% | 41,706 | $7.1M |
| David Kennon Inc | 2.73% | Add +2.3% | 40,135 | $6.9M |
| Stratos Wealth Advisors, LLC | 0.37% | Add +3.5% | 39,510 | $6.7M |
| Invst, LLC | 0.90% | Reduce -17.8% | 38,684 | $6.6M |
| KCM Investment Advisors LLC | 0.23% | Add +1.5% | 36,682 | $6.3M |
| Goldstone Financial Group, LLC | 0.94% | Add +17.9% | 36,437 | $6.2M |
| Greenline Partners, LLC | 0.87% | Reduce -7.6% | 35,172 | $6.0M |
| Exchange Traded Concepts, LLC | 0.10% | Reduce -1.8% | 33,987 | $5.8M |
| Bryn Mawr Trust Advisors, LLC | 0.34% | Reduce -0.6% | 33,545 | $5.7M |
| Tranquilli Financial Advisor LLC | 3.53% | Add +0.8% | 32,693 | $5.6M |
| Exchange Capital Management, Inc. | 0.86% | Add +9.6% | 31,071 | $5.3M |
| Atria Investments, Inc | 0.06% | Add +3.0% | 29,211 | $5.0M |
| Porter White Investment Advisors, Inc. | 2.43% | Add +0.7% | 28,758 | $4.9M |
| Lido Advisors, LLC | 0.03% | Reduce -0.8% | 28,750 | $4.9M |
| Freedom Investment Management, Inc. | 0.41% | Reduce -10.2% | 28,557 | $4.9M |
| M&T Bank Corp | 0.02% | Reduce -0.4% | 28,533 | $4.9M |
| Dakota Wealth Management | 0.11% | Reduce -2.2% | 28,068 | $4.8M |
| DMKC Advisory Services, LLC | 4.30% | Add +0.8% | 27,955 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -9.7% | 27,764 | $4.7M |
| IFG Advisory, LLC | 0.26% | Add +0.7% | 27,234 | $4.7M |
| Foundations Investment Advisors, LLC | 0.08% | Add +1.8% | 26,901 | $4.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -14.4% | 25,843 | $4.4M |
| Creative Planning | 0.00% | Add +0.7% | 25,768 | $4.4M |
| Gunma Bank,Ltd. | 1.38% | Reduce -55.9% | 25,000 | $4.3M |
| Visionary Wealth Advisors | 0.24% | Add +114.5% | 23,159 | $4.0M |
| Tudor Investment Corporation | 0.03% | Reduce -63.4% | 22,404 | $3.8M |
| Aspire Capital Advisors LLC | 1.12% | Reduce -5.3% | 21,972 | $3.8M |
| MRA Advisory Group | 1.91% | Add +9.2% | 20,975 | $3.6M |
| Wilmington Savings Fund Society, FSB | 0.07% | No change | 20,545 | $3.5M |
| Moss Adams Wealth Advisors LLC | 0.37% | Add +1155.4% | 20,363 | $3.5M |
| Delta Financial Group, Inc. | 0.78% | Add +3.7% | 20,102 | $3.4M |
| Capitolis Liquid Global Markets LLC | 0.03% | New | 19,800 | $3.4M |
| Sterling Investment Advisors, Ltd. | 0.81% | Add +10.4% | 19,775 | $3.4M |
| DHK Financial Advisors, Inc. | 1.81% | Add +0.7% | 19,310 | $3.3M |
| Proficio Capital Partners LLC | 0.25% | No change | 19,095 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +124.9% | 19,113 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Add +1.1% | 19,045 | $3.3M |
| Financial Advocates Investment Management | 0.23% | Reduce -1.9% | 18,822 | $3.2M |
| GWN Securities Inc. | 0.18% | New | 18,646 | $3.2M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +266.4% | 18,688 | $3.2M |
| Apollon Financial, LLC | 0.74% | Add +12.6% | 18,166 | $3.1M |
| Shilanski & Associates, Inc. | 0.96% | Add +2.0% | 18,033 | $3.1M |
| Comprehensive Money Management Services LLC | 2.43% | Add +6.2% | 17,636 | $3.0M |
| Sigma Planning Corp | 0.09% | Add +35.6% | 17,121 | $2.9M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -28.6% | 16,722 | $2.9M |
| D. E. Shaw & Co. | 0.00% | Reduce -43.9% | 16,618 | $2.8M |
| Ariston Services Group | 2.37% | Add +0.6% | 16,614 | $2.8M |
| Glassy Mountain Advisors, Inc. | 1.00% | Add +2.8% | 16,484 | $2.8M |
| Wealthspire Advisors, LLC | 0.02% | No change | 16,470 | $2.8M |
| Mariner, LLC | 0.00% | Add +43.3% | 16,226 | $2.8M |
| Strengthening Families & Communities, LLC | 1.69% | Add +1.4% | 16,328 | $2.8M |
| Fifth Third Securities, Inc. | 0.23% | Reduce -1.0% | 16,058 | $2.7M |
| Independent Financial Group, LLC | 0.09% | Add +16.6% | 15,893 | $2.7M |
| Stapp Wealth Management, PLLC | 4.18% | Add +2.5% | 15,877 | $2.7M |
| Guerra Advisors Inc | 1.51% | Reduce -4.9% | 15,769 | $2.7M |
| Capital Investment Advisory Services, LLC | 0.23% | Add +10.1% | 15,324 | $2.6M |
| Banque Cantonale Vaudoise | 0.11% | — | 15,306 | $2.6M |
| FFG Retirement Advisors LLC | 1.68% | Reduce -39.6% | 14,440 | $2.5M |
| WBH Advisory Inc. | 0.23% | Reduce -1.4% | 14,140 | $2.4M |
| Joule Financial, LLC | 0.84% | Add +10.1% | 14,041 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -55.6% | 13,917 | $2.4M |
| Raab & Moskowitz Asset Management LLC | 0.59% | Add +2.4% | 13,768 | $2.4M |
| Pinnacle Wealth Management Group, Inc. | 1.63% | New | 13,717 | $2.3M |
| Farther Finance Advisors, LLC | 0.06% | Add +47.7% | 13,617 | $2.3M |
| Allworth Financial LP | 0.01% | Reduce -17.9% | 13,695 | $2.3M |
| Madden Advisory Services, Inc. | 1.06% | Add +2.5% | 13,338 | $2.3M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Add +5.8% | 13,217 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +274.8% | 13,184 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +274.8% | 13,184 | $2.3M |
| Dumont & Blake Investment Advisors LLC | 0.63% | Reduce -0.3% | 13,140 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -23.8% | 13,106 | $2.2M |
| Fifth Third Bancorp | 0.01% | Reduce -4.2% | 12,946 | $2.2M |
| Wall Street Financial Group, Inc. | 2.23% | Add +43.0% | 12,607 | $2.2M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +1.1% | 12,592 | $2.2M |
| Harbour Investments, Inc. | 0.06% | Add +6.5% | 12,398 | $2.1M |
| Royal Fund Management, LLC | 0.25% | Reduce -47.2% | 12,218 | $2.1M |
| Flagstar Securities, Inc. | 0.53% | Add +4.5% | 12,153 | $2.1M |
| Waverly Advisors, LLC | 0.02% | Add +9.1% | 11,882 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +31.2% | 11,924 | $2.0M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -4.4% | 11,949 | $2.0M |
| O'ROURKE & COMPANY, Inc | 0.99% | Add +11.4% | 11,677 | $2.0M |
| Fiduciary Trust Co | 0.03% | Reduce -1.0% | 11,529 | $2.0M |
| Joel Isaacson & Co., LLC | 0.09% | Add +431.6% | 11,361 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -62.5% | 11,345 | $1.9M |
| Sharper & Granite LLC | 0.75% | Add +0.6% | 10,595 | $1.8M |
| Bigelow Investment Advisors, LLC | 0.86% | Add +52.9% | 10,590 | $1.8M |
| First American Bank | 0.13% | Add +44.0% | 10,531 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | Reduce -6.6% | 10,390 | $1.8M |
| FMR LLC | 0.00% | Add +10.5% | 10,249 | $1.8M |
| Compass Ion Advisors, LLC | 0.20% | Reduce -10.4% | 10,024 | $1.7M |
| Focus Partners Wealth | 0.00% | Reduce -3.1% | 9,995 | $1.7M |
| Callan Capital, LLC | 0.13% | Reduce -1.9% | 9,934 | $1.7M |
| Castle Rock Wealth Management, LLC | 0.46% | Add +0.0% | 9,928 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.8% | 9,877 | $1.7M |
| Guidance Point Advisors, LLC | 0.49% | Add +1.4% | 9,780 | $1.7M |
| Heritage Trust Co | 0.20% | Reduce -13.7% | 9,772 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +1.3% | 9,679 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +3.5% | 9,641 | $1.6M |
| Accel Wealth Management | 0.59% | Reduce -4.2% | 9,635 | $1.6M |
| Bard Associates Inc. | 0.61% | Add +0.3% | 9,615 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -26.1% | 9,308 | $1.6M |
| Geneos Wealth Management Inc. | 0.05% | Add +0.9% | 9,215 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -35.9% | 9,178 | $1.6M |
| Main Street Financial Solutions, LLC | 0.13% | Add +75.2% | 8,884 | $1.5M |
| IFP Advisors, Inc | 0.05% | Add +864.3% | 8,814 | $1.5M |
| CoreCap Advisors, LLC | 0.07% | Add +6.2% | 8,798 | $1.5M |
| Old Second National Bank of Aurora | 0.35% | Reduce -1.5% | 8,786 | $1.5M |
| Consolidated Portfolio Review Corp | 0.24% | Add +10.8% | 8,675 | $1.5M |
| CX Institutional | 0.05% | Reduce -18.8% | 8,469 | $1.4M |
| CENTRAL TRUST Co | 0.04% | Reduce -0.1% | 8,364 | $1.4M |
| Sovereign Financial Group, Inc. | 0.32% | Add +0.7% | 8,147 | $1.4M |
| Glen Eagle Advisors, LLC | 0.23% | Reduce -12.4% | 8,025 | $1.4M |
| &partners | 0.01% | Reduce -1.3% | 8,047 | $1.4M |
| Quadrature Capital Ltd | 0.03% | Add +54.3% | 7,899 | $1.3M |
| Founders Grove Wealth Partners, LLC | 0.38% | Add +8.7% | 7,885 | $1.3M |
| Glass Jacobson Investment Advisors llc | 0.44% | No change | 8,179 | $1.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -65.7% | 7,804 | $1.3M |
| Centaurus Financial, Inc. | 0.08% | Add +7.5% | 7,736 | $1.3M |
| Carl P. Sherr & Co., LLC | 0.72% | Reduce -0.2% | 7,692 | $1.3M |
| Trinity Legacy Partners, LLC | 0.33% | Add +1.6% | 7,632 | $1.3M |
| First Heartland Consultants, Inc. | 0.14% | Add +92.2% | 7,670 | $1.3M |
| Summit Financial, LLC | 0.04% | Add +2.6% | 7,667 | $1.3M |
| Bailard, Inc. | 0.03% | Reduce -2.0% | 7,606 | $1.3M |
| Kennedy Investment Group, Inc. | 0.60% | Reduce -0.9% | 7,577 | $1.3M |
| Saxon Interests, Inc. | 0.60% | Add +2.5% | 7,569 | $1.3M |
| White Lighthouse Investment Management Inc. | 0.22% | Add +58.7% | 7,362 | $1.3M |
| Brookstone Capital Management | 0.02% | Reduce -9.4% | 7,356 | $1.3M |
| Charter Oak Capital Management, LLC | 0.11% | Reduce -0.5% | 7,277 | $1.2M |
| Steel Grove Capital Advisors, LLC | 0.19% | Reduce -2.5% | 7,260 | $1.2M |
| Beck Bode, LLC | 0.23% | Reduce -43.1% | 7,141 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.0% | 7,034 | $1.2M |
| BOS Asset Management, LLC | 0.41% | Reduce -10.7% | 6,901 | $1.2M |
| Bluesphere Advisors LLC | 0.67% | Add +30.5% | 6,809 | $1.2M |
| Baker Ellis Asset Management LLC | 0.17% | Reduce -0.7% | 6,750 | $1.2M |
| Kinloch Capital, LLC | 0.55% | New | 6,699 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -21.4% | 6,642 | $1.1M |
| Curran Financial Partners, LLC | 0.28% | Add +195.9% | 6,638 | $1.1M |
| Bonfire Financial | 1.03% | Add +3.9% | 6,549 | $1.1M |
| FSA Wealth Management LLC | 0.47% | Add +11621.8% | 6,447 | $1.1M |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +1525.0% | 6,500 | $1.1M |
| Sax Wealth Advisors, LLC | 0.08% | Add +5.9% | 6,447 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +1514.3% | 6,425 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +16.0% | 6,370 | $1.1M |
| North Forty Two & Co. | 1.19% | No change | 6,275 | $1.1M |
| Piscataqua Savings Bank | 0.93% | Add +1.5% | 6,184 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Add +4.4% | 6,114 | $1.0M |
| Axxcess Wealth Management, LLC | 0.03% | Add +357.6% | 6,009 | $1.0M |
| Independent Family Office, LLC | 0.53% | No change | 5,950 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +56.8% | 5,899 | $1.0M |
| Foster Group, Inc. | 0.04% | Add +0.7% | 5,878 | $1.0M |
| Anchor Investment Management, LLC | 0.09% | Add +2.4% | 5,796 | $990K |
| Novak & Powell Financial Services, Inc. | 0.61% | Reduce -0.1% | 5,784 | $988K |
| International Assets Investment Management, LLC | 0.09% | Add +2.3% | 5,768 | $985K |
| Optima Capital LLC | 0.62% | Reduce -4.4% | 5,662 | $967K |
| Altiora Financial Group, LLC | 0.21% | No change | 5,650 | $965K |
| First Bancorp, Inc | 0.63% | Add +1.5% | 5,639 | $963K |
| Tranquility Partners, LLC | 0.37% | Add +0.4% | 5,629 | $961K |
| City State Bank | 0.32% | Add +2.4% | 5,606 | $958K |
| Silverlake Wealth Management LLC | 0.36% | Add +2.4% | 5,530 | $945K |
| SBI Securities Co., Ltd. | 0.03% | Reduce -3.4% | 5,241 | $895K |
| Winebrenner Capital Management LLC | 0.81% | Reduce -0.7% | 5,233 | $894K |
| Archford Capital Strategies, LLC | 0.13% | Add +0.6% | 5,233 | $894K |
| Mgo One Seven LLC | 0.03% | Add +275.7% | 5,207 | $889K |
| PFG Advisors | 0.05% | Add +3.6% | 5,130 | $876K |
| Brookwood Investment Group LLC | 0.15% | — | 5,093 | $870K |
| Matrix Trust Co | 0.15% | Reduce -0.3% | 5,057 | $864K |
| Assetmark, Inc. | 0.00% | Add +231.8% | 5,014 | $856K |
| Gibraltar Capital Management, Inc. | 0.18% | New | 5,005 | $855K |
| Navis Wealth Advisors, LLC | 0.84% | No change | 5,000 | $854K |
| Spire Wealth Management | 0.03% | Reduce -10.4% | 4,884 | $834K |
| Comerica Bank | 0.00% | Reduce -8.8% | 4,875 | $833K |
| Tandem Investment Partners LLC | 0.81% | Add +0.3% | 4,800 | $820K |
| V2 Financial group LLC | 0.53% | No change | 4,800 | $820K |
| Founders Financial Alliance, LLC | 0.20% | Add +0.1% | 4,799 | $820K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -3.5% | 4,768 | $814K |
| Wealthspire Retirement, LLC | 0.06% | Reduce -0.7% | 4,766 | $814K |
| First Financial Corp. | 0.39% | Add +6.8% | 4,686 | $800K |
| Sulzberger Capital Advisors, Inc. | 1.04% | Reduce -35.6% | 4,626 | $790K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.9% | 4,614 | $788K |
| Interactive Financial Advisors, Inc. | 0.41% | Reduce -0.6% | 4,588 | $784K |
| Principal Securities, Inc. | 0.02% | No change | 4,795 | $784K |
| Cary Street Partners Financial LLC | 0.02% | Add +5.9% | 4,562 | $779K |
| Flagship Wealth Advisors, LLC | 0.32% | Reduce -17.9% | 4,495 | $768K |
| Rothschild Investment LLC | 0.05% | Add +1.8% | 4,490 | $767K |
| Hancock Whitney Corp. | 0.02% | No change | 4,464 | $762K |
| Mutual Advisors, LLC | 0.02% | Reduce -11.2% | 4,478 | $758K |
| Maltin Wealth Management, Inc. | 0.36% | Add +4.4% | 4,436 | $758K |
| Choate Investment Advisors | 0.02% | No change | 4,382 | $748K |
| Quantinno Capital Management LP | 0.00% | Add +65.1% | 4,310 | $736K |
| Sweeney & Michel, LLC | 0.32% | — | 4,631 | $733K |
| Tudor Financial Inc. | 0.44% | Add +1.1% | 4,290 | $733K |
| Calton & Associates, Inc. | 0.17% | New | 4,288 | $732K |
| Prospera Financial Services Inc | 0.02% | Add +11.4% | 4,261 | $728K |
| Money Concepts Capital Corp. | 0.05% | Reduce -1.7% | 4,254 | $727K |
| River Street Advisors LLC | 0.36% | Add +1.1% | 4,238 | $724K |
| IHT Wealth Management, LLC | 0.02% | Add +2.0% | 4,197 | $717K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +201.0% | 4,181 | $714K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -10.7% | 4,180 | $714K |
| Valmark Advisers, Inc. | 0.01% | Add +0.3% | 4,140 | $707K |
| Investment Advisory Services Inc. /TX | 0.25% | No change | 4,108 | $702K |
| Choreo, LLC | 0.01% | Add +12.4% | 4,106 | $701K |
| Cwm, LLC | 0.00% | Reduce -8.2% | 4,092 | $699K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +1.1% | 4,051 | $692K |
| Park National Corp. | 0.03% | Add +3.5% | 4,038 | $690K |
| Advisors Capital Management, LLC | 0.01% | Add +2.0% | 3,907 | $668K |
| Park Square Financial Group, LLC | 0.53% | Reduce -2.0% | 3,877 | $662K |
| Institute for Wealth Management, LLC. | 0.08% | Reduce -5.3% | 3,803 | $650K |
| Integrity Alliance, Llc. | 0.03% | New | 3,778 | $645K |
| Conrad Siegel Investment Advisors, Inc. | 0.17% | Reduce -1.0% | 3,774 | $645K |
| Creekside Partners | 0.34% | Add +0.1% | 3,769 | $644K |
| National Wealth Management Group, LLC | 0.42% | Reduce -8.1% | 3,716 | $635K |
| Ignite Planners, LLC | 0.12% | New | 3,655 | $627K |
| Essex Financial Services, Inc. | 0.05% | Reduce -11.5% | 3,661 | $625K |
| Christensen, King & Associates Investment Services, Inc. | 0.29% | Add +0.3% | 3,715 | $619K |
| Investor's Fiduciary Advisor Network, LLC | 0.29% | Reduce -3.3% | 3,583 | $612K |
| World Investment Advisors | 0.02% | Add +71.1% | 3,567 | $609K |
| Barclays PLC | 0.00% | Add +279.1% | 3,560 | $608K |
| Seamount Financial Group Inc. | 0.41% | Add +3.7% | 3,556 | $607K |
| McAdam, LLC | 0.04% | Reduce -10.9% | 3,540 | $605K |
| Investment Planning Advisors, Inc. | 0.24% | Add +0.4% | 3,516 | $601K |
| Marshall Wace, LLP | 0.00% | New | 3,502 | $598K |
| BCM Advisors, LLC | 0.14% | No change | 3,452 | $596K |
| First Commonwealth Financial Corp | 0.14% | No change | 3,434 | $587K |
| Country Club Bank | 0.04% | Reduce -13.4% | 3,469 | $586K |
| Retirement Planning Group, LLC | 0.03% | Add +11.6% | 3,359 | $574K |
| Bessemer Group Inc. | 0.00% | No change | 3,350 | $572K |
| Northern Trust Corp. | 0.00% | Add +47.4% | 3,327 | $568K |
| Atlas Capital Advisors Inc. | 0.07% | Reduce -9.6% | 3,302 | $564K |
| PFG Investments, LLC | 0.04% | Reduce -2.1% | 3,274 | $559K |
| Caprock Group, LLC | 0.02% | Add +61.7% | 3,251 | $555K |
| Merit Financial Group, LLC | 0.01% | Add +23.3% | 3,244 | $554K |
| QTR Family Wealth, LLC | 0.42% | — | 3,232 | $552K |
| Ancora Advisors LLC | 0.01% | No change | 3,229 | $552K |
| Cherry Tree Wealth Management, LLC | 0.13% | No change | 3,143 | $537K |
| Northwest Financial Advisors | 0.44% | Add +0.0% | 3,129 | $535K |
| Susquehanna International Group, LLP | 0.00% | Add +20.0% | 3,092 | $528K |
| Strategic Investment Solutions, Inc. | 0.15% | Add +93.2% | 3,050 | $521K |
| Northstar Group, Inc. | 0.09% | No change | 3,020 | $516K |
| Meridian Wealth Management, LLC | 0.02% | No change | 2,994 | $511K |
| MAI Capital Management | 0.00% | Add +1.0% | 2,968 | $507K |
| Cross Staff Investments Inc | 0.38% | Reduce -1.8% | 2,966 | $507K |
| Trek Financial, LLC | 0.04% | No change | 2,963 | $506K |
| AE Wealth Management LLC | 0.00% | Add +26.9% | 2,937 | $502K |
| Hilltop Holdings Inc. | 0.03% | Add +37.2% | 2,856 | $488K |
| BlackRock, Inc. | 0.00% | Add +86.3% | 2,846 | $486K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +2.1% | 2,794 | $477K |
| Snowden Capital Advisors LLC | 0.02% | Add +10.3% | 2,781 | $475K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -11.4% | 2,761 | $472K |
| Woodward Diversified Capital, LLC | 0.33% | Add +13.2% | 2,731 | $466K |
| Almanack Investment Partners, LLC. | 0.09% | New | 2,723 | $465K |
| Investment House LLC | 0.03% | Reduce -10.0% | 2,700 | $461K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.1% | 2,682 | $458K |
| Autumn Glory Partners, LLC | 0.23% | Add +0.0% | 2,672 | $456K |
| Meridian Financial Partners LLC | 0.23% | Reduce -14.3% | 2,650 | $453K |
| DiNuzzo Private Wealth, Inc. | 0.06% | Add +0.8% | 2,651 | $453K |
| Roman Butler Fullerton & Co. | 0.17% | No change | 2,663 | $449K |
| Patton Albertson Miller Group, LLC | 0.07% | No change | 2,624 | $448K |
| Private Trust Co. NA | 0.05% | Reduce -1.0% | 2,619 | $447K |
| US Bancorp \de | 0.00% | Reduce -6.0% | 2,601 | $444K |
| Flagship Private Wealth, LLC | 0.21% | Reduce -3.9% | 2,584 | $441K |
| Mission Wealth Management, LP | 0.01% | Add +0.6% | 2,571 | $439K |
| Csenge Advisory Group | 0.02% | Add +1.1% | 2,590 | $437K |
| Blackston Financial Advisory Group, LLC | 0.29% | Reduce -3.1% | 2,521 | $431K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,504 | $428K |
| Northeast Investment Management | 0.02% | No change | 2,498 | $427K |
| Bridge Creek Capital Management LLC | 0.13% | Reduce -10.0% | 2,497 | $427K |
| Parallel Advisors, LLC | 0.01% | Reduce -5.3% | 2,496 | $426K |
| Kovack Advisors, Inc. | 0.05% | Add +3.4% | 2,491 | $426K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -18.3% | 2,462 | $423K |
| Clarendon Private LLC | 0.44% | No change | 2,463 | $421K |
| Chemistry Wealth Management LLC | 0.10% | No change | 2,418 | $413K |
| Houlihan Financial Resource Group, Ltd. | 0.19% | Add +0.2% | 2,415 | $413K |
| Wealth Effects LLC | 0.17% | No change | 2,404 | $411K |
| Apexium Financial, LP | 0.02% | Add +8.3% | 2,397 | $409K |
| Focus Financial Network, Inc. | 0.02% | Add +6.8% | 2,382 | $407K |
| Transce3nd, LLC | 0.18% | Add +291.2% | 2,433 | $404K |
| FSA Advisors, Inc. | 0.32% | New | 2,366 | $404K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -45.5% | 2,359 | $404K |
| WNY Asset Management, LLC | 0.05% | Add +41.3% | 2,344 | $400K |
| Unified Investment Management | 0.47% | Reduce -12.6% | 2,338 | $399K |
| Myecfo, LLC | 0.21% | Reduce -5.7% | 2,332 | $398K |
| Everstar Asset Management, LLC | 0.26% | Reduce -14.8% | 2,300 | $393K |
| BTS Asset Management, Inc. | 0.44% | New | 1,931 | $393K |
| Compound Planning, Inc. | 0.02% | Reduce -7.2% | 2,286 | $390K |
| Bluespring Wealth Management, LLC | 0.04% | Reduce -6.2% | 2,270 | $388K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 2,245 | $383K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -11.7% | 2,208 | $377K |
| Belpointe Asset Management LLC | 0.02% | New | 2,179 | $372K |
| Elevate Wealth Advisory, Inc. | 0.26% | Add +1.9% | 2,177 | $372K |
| SageView Advisory Group, LLC | 0.02% | New | 2,150 | $367K |
| Acorn Wealth Advisors, LLC | 0.15% | Add +0.5% | 2,134 | $364K |
| MontVue Capital Management, Inc. | 0.29% | No change | 2,125 | $363K |
| Silver Coast Investments LLC | 0.14% | Add +23.8% | 2,104 | $359K |
| Simmons Bank | 0.03% | No change | 2,080 | $355K |
| Bank of Montreal | 0.00% | Reduce -11.1% | 2,067 | $353K |
| Fulcrum Capital LLC | 0.08% | No change | 2,050 | $350K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 2,023 | $346K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 2,022 | $345K |
| Idaho Trust Co | 0.14% | Reduce -2.9% | 2,011 | $343K |
| Aspen Wealth Strategies, LLC | 0.22% | No change | 2,002 | $342K |
| StoneX Group Inc. | 0.02% | Add +3.3% | 1,970 | $336K |
| NewEdge Advisors, LLC | 0.00% | Add +1.7% | 1,967 | $336K |
| Poehling Capital Management, INC. | 0.08% | No change | 1,950 | $333K |
| Armstrong, Fleming & Moore, Inc | 0.40% | New | 1,940 | $331K |
| Caitlin John, LLC | 0.32% | Reduce -44.5% | 1,931 | $330K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -3.8% | 1,931 | $330K |
| Cable Hill Partners, LLC | 0.03% | New | 1,920 | $328K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -30.2% | 1,920 | $328K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | Reduce -9.5% | 1,912 | $327K |
| Ballentine Partners, LLC | 0.01% | Reduce -14.6% | 1,898 | $324K |
| Avior Wealth Management, LLC | 0.01% | No change | 1,880 | $321K |
| Clearstead Advisors, LLC | 0.01% | Add +0.1% | 1,878 | $321K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +16.2% | 1,833 | $313K |
| McClarren Financial Advisors, Inc. | 0.21% | Reduce -17.1% | 1,511 | $313K |
| Sanctuary Advisors, LLC | 0.00% | New | 1,823 | $311K |
| Advisors Preferred, LLC | 0.04% | New | 1,815 | $311K |
| Cora Capital Advisors LLC | 0.15% | No change | 1,805 | $308K |
| OneAscent Wealth Management LLC | 0.13% | Reduce -2.6% | 1,767 | $302K |
| Virtue Capital Management, LLC | 0.03% | New | 1,739 | $297K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +34.7% | 1,738 | $297K |
| Citizens Financial Group Inc. | 0.01% | Add +0.1% | 1,736 | $297K |
| Tyche Wealth Partners LLC | 0.06% | No change | 1,725 | $295K |
| Trust Co. of Vermont | 0.01% | No change | 1,715 | $293K |
| Columbia Advisory Partners LLC | 0.25% | New | 1,714 | $293K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | No change | 1,709 | $292K |
| Heritage Family Offices, LLP | 0.15% | No change | 1,700 | $290K |
| Swisher Financial Concepts, Inc. | 0.24% | Add +37.4% | 1,697 | $290K |
| Financial Freedom, LLC | 0.17% | Reduce -15.4% | 1,689 | $288K |
| Legacy Private Trust Co. | 0.02% | No change | 1,684 | $288K |
| Evanson Asset Management, LLC | 0.02% | No change | 1,683 | $287K |
| Cape Investment Advisory, Inc. | 0.11% | Add +0.6% | 1,677 | $286K |
| Retirement Planning Co of New England, Inc. | 0.14% | Add +0.6% | 1,666 | $285K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.07% | Reduce -3.3% | 1,664 | $284K |
| Moneco Advisors, LLC | 0.03% | Reduce -6.9% | 1,657 | $283K |
| Rialto Wealth Management, LLC | 0.09% | Reduce -0.5% | 1,651 | $282K |
| CVA Family Office, LLC | 0.04% | No change | 1,645 | $281K |
| Roberts Wealth Advisors, LLC | 0.09% | Reduce -2.8% | 1,632 | $279K |
| Montag A & Associates Inc. | 0.01% | No change | 1,632 | $279K |
| Panoramic Investment Advisors, LLC | 0.19% | Add +0.6% | 1,628 | $278K |
| Glenmede Trust Co. NA | 0.00% | Add +7.1% | 1,626 | $278K |
| PDS Planning, Inc | 0.02% | Add +0.6% | 1,609 | $275K |
| KDK Private Wealth Management, LLC | 0.31% | Reduce -0.7% | 1,605 | $274K |
| Solidarity Wealth, LLC | 0.07% | No change | 1,603 | $274K |
| One Charles Private Wealth Services, LLC | 0.09% | Add +7.0% | 1,601 | $273K |
| Sharp Wealth Advisory, LLC | 0.21% | Reduce -27.3% | 1,600 | $273K |
| Praetorian Wealth Management, Inc. | 0.07% | Add +26.6% | 1,593 | $272K |
| Modern Wealth Management, LLC | 0.01% | Reduce -3.3% | 1,578 | $270K |
| Western Wealth Management, LLC | 0.02% | Add +7.0% | 1,555 | $266K |
| Johnson Financial Group, LLC | 0.03% | New | 1,545 | $264K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +197.3% | 1,534 | $262K |
| DAVENPORT & Co LLC | 0.00% | No change | 1,533 | $262K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 1,528 | $261K |
| CWA Asset Management Group, LLC | 0.01% | No change | 1,500 | $256K |
| Miller Financial Services LLC | 0.37% | Reduce -0.7% | 1,500 | $256K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.5% | 1,491 | $255K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -6.0% | 1,489 | $254K |
| Western Pacific Wealth Management, LP | 0.23% | No change | 1,484 | $253K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -63.4% | 1,484 | $253K |
| Kellett Wealth Advisors, LLC | 0.18% | Reduce -7.5% | 1,482 | $253K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 1,473 | $252K |
| Mission Creek Capital Partners, Inc. | 0.06% | Reduce -17.9% | 1,467 | $251K |
| Avalon Trust Co | 0.02% | New | 1,457 | $249K |
| Smith, Moore & Co. | 0.02% | New | 1,456 | $249K |
| Eagle Harbor Asset Management Inc. | 0.25% | Add +9.3% | 1,434 | $245K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 1,412 | $241K |
| Curtis Advisory Group, LLC | 0.07% | No change | 1,402 | $239K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.7% | 1,399 | $239K |
| ZynergyRetirementPlanningLLC | 0.17% | No change | 1,459 | $238K |
| Kingsview Wealth Management, LLC | 0.00% | New | 1,396 | $238K |
| Strategic Blueprint, LLC | 0.01% | Reduce -10.0% | 1,390 | $237K |
| RBA Wealth Management, LLC | 0.09% | Reduce -2.8% | 1,379 | $236K |
| Tortoise Investment Management, LLC | 0.02% | Add +0.1% | 1,375 | $235K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +1.3% | 1,369 | $234K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -4.5% | 1,369 | $234K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 1,349 | $230K |
| JMG Financial Group, Ltd. | 0.01% | New | 1,342 | $229K |
| Howe & Rusling Inc. | 0.02% | Add +210.2% | 1,340 | $229K |
| Colonial River Investments, LLC | 0.13% | New | 1,330 | $227K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -10.8% | 1,325 | $226K |
| Fearless Solutions, LLC dba Best Invest | 0.18% | Reduce -3.6% | 1,324 | $226K |
| Optimist Retirement Group LLC | 0.11% | Add +0.4% | 1,317 | $225K |
| Heritage Financial Services, LLC | 0.02% | Reduce -0.8% | 1,314 | $224K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -5.7% | 1,313 | $224K |
| Weaver Consulting Group | 0.07% | No change | 1,307 | $223K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -6.0% | 1,277 | $219K |
| Garden State Investment Advisory Services LLC | 0.07% | Reduce -32.9% | 1,274 | $218K |
| Powers Advisory Group, LLC | 0.10% | Add +0.7% | 1,261 | $215K |
| Summit Financial Strategies, Inc. | 0.02% | No change | 1,254 | $214K |
| First PREMIER Bank | 0.05% | Reduce -10.7% | 1,255 | $214K |
| Patten & Patten Inc. | 0.01% | No change | 1,251 | $214K |
| Level Four Advisory Services, LLC | 0.01% | New | 1,234 | $211K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,332 | $211K |
| Moseley Investment Management Inc. | 0.08% | Reduce -0.8% | 1,221 | $209K |
| Vermillion Wealth Management, Inc. | 0.06% | Add +0.3% | 1,215 | $208K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 1,207 | $206K |
| Venturi Wealth Management, LLC | 0.01% | New | 1,198 | $205K |
| One Day In July LLC | 0.02% | Reduce -5.8% | 1,190 | $203K |
| Wedbush Securities Inc. | 0.01% | New | 1,186 | $203K |
| Mezzasalma Advisors, LLC | 0.07% | New | 1,181 | $202K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.10% | New | 1,179 | $201K |
| Capital Investment Advisors, LLC | 0.00% | New | 1,174 | $200K |
| North Star Investment Management Corp. | 0.01% | Add +0.7% | 1,173 | $200K |
| Advantage Trust Co | 0.12% | No change | 1,169 | $200K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -0.9% | 1,157 | $198K |
| VSM Wealth Advisory, LLC | 0.07% | Reduce -1.8% | 1,120 | $191K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +472.9% | 1,077 | $184K |
| Continuum Advisory, LLC | 0.02% | No change | 1,056 | $180K |
| Medallion Wealth Advisors, LLC | 0.08% | No change | 1,005 | $172K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $171K |
| Mather Group, Llc. | 0.00% | Reduce -15.1% | 982 | $168K |
| Coston, McIsaac & Partners | 0.05% | Add +0.7% | 968 | $165K |
| N.E.W. Advisory Services LLC | 0.01% | New | 943 | $161K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +1.8% | 941 | $161K |
| Pacific Center for Financial Services | 0.04% | No change | 918 | $157K |
| Basso Capital Management, L.P. | 0.13% | No change | 902 | $154K |
| Atticus Wealth Management, LLC | 0.05% | Add +24.3% | 901 | $154K |
| Caldwell Trust Co | 0.02% | No change | 892 | $152K |
| Financial Perspectives, Inc | 0.05% | No change | 828 | $141K |
| Bokf, NA | 0.00% | No change | 803 | $137K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 785 | $134K |
| Centricity Wealth Management, LLC | 0.12% | Add +33.3% | 777 | $133K |
| Colony Family Offices, LLC | 0.04% | No change | 740 | $126K |
| Progressive Investment Management Corp | 0.03% | No change | 700 | $120K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 700 | $120K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 680 | $116K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 650 | $111K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -37.0% | 638 | $109K |
| Boyd Watterson Asset Management LLC | 0.04% | No change | 635 | $108K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +82.9% | 547 | $93K |
| Inlight Wealth Management, LLC | 0.06% | New | 529 | $90K |
| Bellevue Asset Management, LLC | 0.05% | Add +0.2% | 527 | $90K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -10.2% | 500 | $85K |
| Valley National Advisers Inc. | 0.02% | No change | 500 | $85K |
| Sandy Spring Bank | 0.00% | Add +15.0% | 490 | $84K |
| St Germain D J Co. Inc. | 0.00% | No change | 460 | $79K |
| Bogart Wealth, LLC | 0.00% | No change | 448 | $77K |
| Crewe Advisors LLC | 0.01% | No change | 433 | $74K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 420 | $72K |
| Colonial Trust Co / SC | 0.01% | No change | 420 | $72K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | Add +0.8% | 402 | $69K |
| GAMMA Investing LLC | 0.01% | No change | 397 | $68K |
| Signaturefd, LLC | 0.00% | Add +15.7% | 391 | $67K |
| Arax Advisory Partners | 0.00% | Add +0.8% | 379 | $65K |
| Center for Financial Planning, Inc. | 0.01% | No change | 375 | $64K |
| Davis Capital Management | 0.05% | No change | 358 | $61K |
| City Holding Co. | 0.01% | Reduce -9.0% | 353 | $60K |
| True Wealth Design, LLC | 0.02% | No change | 348 | $59K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.9% | 341 | $58K |
| Smithfield Trust Co | 0.00% | No change | 325 | $56K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 325 | $56K |
| Olistico Wealth, LLC | 0.03% | New | 309 | $53K |
| Hopwood Financial Services, Inc. | 0.04% | No change | 305 | $52K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -38.3% | 304 | $52K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | Reduce -33.3% | 300 | $51K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.7% | 295 | $50K |
| Paladin Advisory Group, LLC | 0.04% | Reduce -26.3% | 280 | $48K |
| Robbins Farley | 0.03% | Add +0.4% | 278 | $47K |
| ORG Partners LLC | 0.01% | Reduce -15.9% | 275 | $47K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 273 | $47K |
| Barrett & Company, Inc. | 0.02% | No change | 275 | $47K |
| AdvisorNet Financial, Inc | 0.00% | Add +9.6% | 274 | $47K |
| Russell Investments Group, Ltd. | 0.00% | Add +98.5% | 272 | $46K |
| Hurley Capital, LLC | 0.03% | Add +0.8% | 259 | $44K |
| Blume Capital Management, Inc. | 0.01% | No change | 255 | $44K |
| Nova Wealth Management, Inc. | 0.04% | New | 254 | $43K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 250 | $43K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 248 | $42K |
| Ulland Investment Advisors, LLC | 0.04% | Reduce -51.3% | 245 | $42K |
| Main Street Group, LTD | 0.02% | No change | 245 | $42K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 244 | $42K |
| NBT Bank, N.A. | 0.00% | Add +0.9% | 231 | $39K |
| McIlrath & Eck, LLC | 0.00% | No change | 195 | $33K |
| Smartleaf Asset Management LLC | 0.00% | No change | 197 | $33K |
| United Community Bank | 0.01% | No change | 190 | $32K |
| Morton Brown Family Wealth, LLC | 0.01% | New | 189 | $32K |
| Twin Lakes Capital Management, LLC | 0.02% | No change | 175 | $30K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 175 | $30K |
| Golden State Wealth Management, LLC | 0.00% | No change | 170 | $29K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 167 | $29K |
| von Borstel & Associates, Inc. | 0.01% | New | 166 | $28K |
| TD Private Client Wealth LLC | 0.00% | No change | 162 | $28K |
| Lanark Financial, Inc. | 0.00% | — | 161 | $27K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Reduce -3.1% | 158 | $27K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -5.6% | 153 | $26K |
| Citizens National Bank Trust Department | 0.01% | New | 152 | $26K |
| BNP Paribas Financial Markets | 0.00% | Reduce -25.8% | 147 | $25K |
| Safe Harbor Fiduciary, LLC | 0.03% | New | 146 | $25K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 143 | $24K |
| Brooklyn Investment Group | 0.01% | Add +0.7% | 142 | $24K |
| Larson Financial Group LLC | 0.00% | No change | 139 | $24K |
| Minot DeBlois Advisors LLC | 0.02% | No change | 136 | $23K |
| Beacon Capital Management, LLC | 0.00% | Add +0.8% | 131 | $22K |
| Raffa Wealth Management, LLC | 0.01% | No change | 130 | $22K |
| National Bank of Canada | 0.00% | No change | 127 | $22K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 112 | $18K |
| NorthRock Partners, LLC | 0.00% | No change | 107 | $18K |
| Clearstead Trust, LLC | 0.00% | No change | 106 | $18K |
| Hanson & Doremus Investment Management | 0.00% | No change | 108 | $18K |
| Clarity Asset Management, Inc. | 0.01% | Reduce -6.5% | 100 | $17K |
| Fourth Dimension Wealth, LLC | 0.01% | New | 100 | $17K |
| Peachtree Investment Partners, LLC | 0.01% | Reduce -23.1% | 100 | $17K |
| Dagco, Inc. | 0.01% | New | 100 | $17K |
| Crews Bank & Trust | 0.00% | No change | 100 | $17K |
| Bfsg, LLC | 0.00% | No change | 100 | $17K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -35.4% | 95 | $16K |
| First United Bank & Trust | 0.01% | No change | 90 | $15K |
| Bank of New Hampshire | 0.00% | No change | 90 | $15K |
| Millstone Evans Group, LLC | 0.01% | No change | 89 | $15K |
| Sound Income Strategies, LLC | 0.00% | Add +1660.0% | 88 | $15K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 88 | $15K |
| Capital Analysts, LLC | 0.00% | No change | 80 | $14K |
| POM Investment Strategies, LLC | 0.02% | No change | 81 | $14K |
| Tower View Wealth Management LLC | 0.01% | Add +1.3% | 80 | $14K |
| Gables Capital Management Inc. | 0.01% | No change | 79 | $13K |
| Coldstream Capital Management Inc. | 0.00% | New | 76 | $13K |
| Addison Advisors LLC | 0.00% | No change | 75 | $13K |
| Cloud Capital Management, LLC | 0.01% | — | 75 | $12K |
| Asset Dedication, LLC | 0.00% | No change | 70 | $12K |
| Monetary Management Group Inc. | 0.00% | No change | 68 | $12K |
| Community Bank, N.A. | 0.00% | No change | 65 | $11K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 64 | $11K |
| NFSG Corp | 0.00% | Reduce -47.1% | 63 | $11K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -74.0% | 63 | $11K |
| Deutsche Bank AG | 0.00% | No change | 59 | $10K |
| TD Capital Management LLC | 0.00% | Reduce -16.7% | 50 | $9K |
| Blue Trust, Inc. | 0.00% | No change | 50 | $9K |
| Parkside Financial Bank & Trust | 0.00% | New | 45 | $8K |
| New Millennium Group LLC | 0.00% | No change | 44 | $8K |
| Global Wealth Strategies & Associates | 0.00% | New | 43 | $7K |
| Key Financial Inc | 0.00% | No change | 41 | $7K |
| AllSquare Wealth Management LLC | 0.00% | No change | 40 | $7K |
| WPG Advisers, LLC | 0.01% | New | 39 | $7K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 32 | $5K |
| Gould Capital, LLC | 0.00% | Add +3.3% | 31 | $5K |
| Adirondack Trust Co. | 0.00% | No change | 30 | $5K |
| Gen-Wealth Partners Inc | 0.00% | No change | 29 | $5K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 28 | $5K |
| Westside Investment Management, Inc. | 0.00% | Add +170.0% | 27 | $5K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 25 | $4K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -80.0% | 25 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | Add +5.0% | 21 | $4K |
| Cornerstone Planning Group LLC | 0.00% | No change | 20 | $3K |
| Nalls Sherbakoff Group, LLC | 0.00% | — | 18 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 15 | $3K |
| Independence Bank of Kentucky | 0.00% | No change | 15 | $3K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 12 | $2K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 12 | $2K |
| Noble Wealth Management PBC | 0.00% | No change | 11 | $2K |
| Integrity Financial Corp | 0.00% | Add +75.0% | 7 | $1K |
| Painted Porch Advisors LLC | 0.00% | New | 6 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $513 |
| Anfield Capital Management, LLC | 0.00% | New | 2 | $342 |
| Hexagon Capital Partners LLC | 0.00% | No change | 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.