Vanguard Utilities ETFVPUETF
13F holders, Q2 2025 (June 30)619holders +15
53new positions
36sold out
4famous investors
$176.54avg. 13F price*
At the end of Q2 2025, 619 institutions reported holding Vanguard Utilities ETF (VPU) in their 13F filings, up 15 from Q1 2025. 53 opened new positions and 36 sold out. The largest holders were Morgan Stanley ($206.9M), Bank of America Corp. ($172.0M) and Beacon Capital Management, Inc. ($130.1M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $39.0M |
| Exits | 36 | $31.6M |
All 13F filers, Q1 2025 → Q2 2025: 1,456,266 shares bought and 849,079 shares sold, net +607,187 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 619 holders
| Morgan Stanley | 0.01% | Reduce -1.5% | 1,172,083 | $206.9M |
| Bank of America Corp. | 0.01% | Add +5.7% | 974,255 | $172.0M |
| Beacon Capital Management, Inc. | 6.70% | Add +178.2% | 737,018 | $130.1M |
| LPL Financial LLC | 0.04% | Add +19.0% | 734,807 | $129.7M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +5.7% | 645,724 | $114.0M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -20.4% | 511,501 | $90.3M |
| Empower Advisory Group, LLC | 0.20% | Reduce -1.3% | 375,973 | $66.4M |
| UBS Group AG | 0.01% | Add +13.8% | 313,800 | $55.4M |
| Ameriprise Financial Inc. | 0.01% | Add +8.3% | 284,776 | $50.3M |
| Wells Fargo & Company | 0.01% | Add +1.6% | 279,320 | $49.3M |
| Captrust Financial Advisors | 0.09% | Add +2.0% | 228,944 | $40.4M |
| Royal Bank of Canada | 0.01% | Add +15.9% | 220,451 | $38.9M |
| Rockefeller Capital Management L.P. | 0.08% | Reduce -0.5% | 202,388 | $35.7M |
| PGIM Custom Harvest LLC | 0.69% | Add +6.7% | 190,141 | $33.6M |
| Osaic Holdings, Inc. | 0.06% | Add +20.4% | 187,682 | $33.2M |
| Raymond James Financial Inc. | 0.01% | Add +11.8% | 185,185 | $32.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +4.7% | 177,159 | $31.3M |
| Cetera Investment Advisers | 0.05% | Reduce -23.9% | 166,163 | $29.3M |
| Allied Investment Advisors, LLC | 4.28% | Add +1.2% | 138,765 | $24.5M |
| Altfest L J & Co. Inc. | 2.57% | Add +2.2% | 123,394 | $21.8M |
| Corient Private Wealth LP | 0.03% | Reduce -4.9% | 113,833 | $20.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -0.9% | 104,956 | $18.5M |
| Nan Shan Life Insurance Co., Ltd. | 0.41% | No change | 103,880 | $18.3M |
| Stifel Financial Corp. | 0.02% | Add +13.4% | 99,122 | $17.5M |
| Creative Financial Designs Inc. | 1.20% | Add +6.3% | 94,440 | $16.7M |
| Patriot Investment Management Group, Inc. | 1.15% | Reduce -1.1% | 93,795 | $16.6M |
| Federation des caisses Desjardins du Quebec | 0.07% | Add +9.2% | 84,958 | $15.0M |
| MML Investors Services, LLC | 0.04% | Add +13.2% | 83,941 | $14.8M |
| Unconventional Investor, LLC | 8.06% | Reduce -0.8% | 82,619 | $14.6M |
| BNP Paribas Financial Markets | 0.01% | Add +52392.5% | 77,164 | $13.6M |
| Private Advisor Group, LLC | 0.07% | Add +25.9% | 68,922 | $12.2M |
| Cerity Partners LLC | 0.02% | Add +4.6% | 59,549 | $10.5M |
| Nelson Capital Management, LLC | 1.38% | Add +1.4% | 59,136 | $10.4M |
| JPMorgan Chase & Co. | 0.00% | Add +18.2% | 58,774 | $10.4M |
| Pallas Capital Advisors LLC | 0.39% | Reduce -0.0% | 58,512 | $10.3M |
| Blair William & Co. | 0.03% | Add +37.1% | 57,525 | $10.2M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -11.2% | 57,225 | $10.1M |
| American Investment Services, Inc. | 2.41% | Reduce -5.5% | 53,563 | $9.5M |
| CW Advisors, LLC | 0.09% | Add +26.3% | 52,667 | $9.3M |
| Atria Wealth Solutions, Inc. | 0.21% | Reduce -35.3% | 51,419 | $9.1M |
| Truist Financial Corp. | 0.01% | Reduce -5.2% | 48,993 | $8.6M |
| HighTower Advisors, LLC | 0.01% | Add +7.8% | 46,008 | $8.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +58.9% | 44,113 | $7.8M |
| Richmond Brothers, Inc. | 4.94% | Reduce -10.5% | 42,771 | $7.5M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -4.6% | 40,811 | $7.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.6% | 40,742 | $7.2M |
| David Kennon Inc | 2.64% | Reduce -0.2% | 40,064 | $7.1M |
| Goldstone Financial Group, LLC | 0.88% | Add +2.9% | 37,508 | $6.6M |
| KCM Investment Advisors LLC | 0.22% | Add +0.1% | 36,732 | $6.5M |
| Stratos Wealth Advisors, LLC | 0.33% | Reduce -11.8% | 34,863 | $6.2M |
| SWAN Capital LLC | 2.57% | Reduce -50.6% | 33,565 | $5.9M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -25.5% | 33,550 | $5.9M |
| Greenline Partners, LLC | 0.79% | Reduce -5.7% | 33,185 | $5.9M |
| Bryn Mawr Trust Advisors, LLC | 0.32% | Reduce -2.3% | 32,762 | $5.8M |
| Exchange Capital Management, Inc. | 0.85% | Add +4.3% | 32,423 | $5.7M |
| Lido Advisors, LLC | 0.03% | Add +10.0% | 31,623 | $5.6M |
| DMKC Advisory Services, LLC | 2.86% | Add +10.0% | 30,751 | $5.5M |
| Exchange Traded Concepts, LLC | 0.07% | Reduce -11.2% | 30,169 | $5.3M |
| Foundations Investment Advisors, LLC | 0.08% | Add +8.0% | 29,057 | $5.1M |
| Porter White Investment Advisors, Inc. | 2.37% | Add +0.1% | 28,793 | $5.1M |
| Tandem Wealth Advisors LLC | 2.48% | New | 28,466 | $5.0M |
| Freedom Investment Management, Inc. | 0.39% | Reduce -3.2% | 27,638 | $4.9M |
| Jane Street Group, LLC | 0.01% | New | 27,609 | $4.9M |
| IFG Advisory, LLC | 0.24% | Reduce -0.3% | 27,140 | $4.8M |
| Atria Investments, Inc | 0.06% | Reduce -8.5% | 26,731 | $4.7M |
| Hamilton Wealth, LLC | 1.05% | Reduce -45.8% | 26,712 | $4.7M |
| Dakota Wealth Management | 0.10% | Reduce -5.7% | 26,472 | $4.7M |
| M&T Bank Corp | 0.02% | Reduce -8.5% | 26,109 | $4.6M |
| Moss Adams Wealth Advisors LLC | 0.41% | Add +25.9% | 25,645 | $4.5M |
| Creative Planning | 0.00% | Reduce -3.0% | 24,998 | $4.4M |
| Aspire Capital Advisors LLC | 1.20% | Add +12.3% | 24,673 | $4.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -5.6% | 24,390 | $4.3M |
| Sigma Planning Corp | 0.13% | Add +42.4% | 24,371 | $4.3M |
| Visionary Wealth Advisors | 0.22% | Add +4.4% | 24,183 | $4.3M |
| First National Corp. /Ma/ | 0.83% | Reduce -47.9% | 23,419 | $4.1M |
| DHK Financial Advisors, Inc. | 2.27% | Add +15.8% | 22,366 | $3.9M |
| Tranquilli Financial Advisor LLC | 2.35% | Reduce -34.3% | 21,468 | $3.8M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +227.7% | 21,300 | $3.8M |
| MRA Advisory Group | 1.72% | Reduce -1.1% | 20,748 | $3.7M |
| Wilmington Savings Fund Society, FSB | 0.06% | No change | 20,545 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.6% | 19,998 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +42.7% | 19,865 | $3.5M |
| Apollon Financial, LLC | 0.73% | Add +8.8% | 19,770 | $3.5M |
| White Lighthouse Investment Management Inc. | 0.57% | Add +167.7% | 19,705 | $3.5M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +5.2% | 19,654 | $3.5M |
| Sterling Investment Advisors, Ltd. | 0.75% | Reduce -2.3% | 19,319 | $3.4M |
| Mariner, LLC | 0.00% | Add +17.6% | 19,089 | $3.4M |
| Proficio Capital Partners LLC | 0.21% | Reduce -0.1% | 19,081 | $3.4M |
| Pathstone Holdings, LLC | 0.01% | No change | 19,045 | $3.4M |
| Integrated Wealth Concepts LLC | 0.03% | Add +9.7% | 18,338 | $3.2M |
| Shilanski & Associates, Inc. | 0.91% | Add +0.5% | 18,121 | $3.2M |
| Financial Advocates Investment Management | 0.26% | Reduce -5.8% | 17,720 | $3.1M |
| Comprehensive Money Management Services LLC | 2.33% | Reduce -1.4% | 17,388 | $3.1M |
| Farther Finance Advisors, LLC | 0.06% | Add +26.3% | 17,201 | $3.0M |
| Adams Wealth Management | 0.58% | New | 17,187 | $3.0M |
| CacheTech Inc. | 0.56% | New | 17,187 | $3.0M |
| Ariston Services Group | 2.08% | Reduce -0.1% | 16,605 | $2.9M |
| Glassy Mountain Advisors, Inc. | 0.94% | Reduce -0.1% | 16,472 | $2.9M |
| Capital Investment Advisory Services, LLC | 0.24% | Add +7.2% | 16,432 | $2.9M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -0.2% | 16,430 | $2.9M |
| Strengthening Families & Communities, LLC | 1.60% | Add +0.1% | 16,347 | $2.9M |
| Tudor Investment Corporation | 0.02% | Reduce -27.4% | 16,275 | $2.9M |
| Tower Research Capital LLC (TRC) | 0.08% | New | 16,012 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | Add +33.0% | 15,857 | $2.8M |
| Independent Financial Group, LLC | 0.08% | Reduce -2.0% | 15,580 | $2.8M |
| Guerra Advisors Inc | 1.27% | Reduce -3.1% | 15,278 | $2.7M |
| Banque Cantonale Vaudoise | 0.11% | No change | 15,306 | $2.7M |
| Harbour Investments, Inc. | 0.07% | Add +22.9% | 15,243 | $2.7M |
| Fifth Third Securities, Inc. | 0.20% | Reduce -8.1% | 14,751 | $2.6M |
| FFG Retirement Advisors LLC | 1.60% | Add +0.4% | 14,495 | $2.6M |
| Pinnacle Wealth Management Group, Inc. | 1.46% | Add +4.8% | 14,381 | $2.5M |
| WBH Advisory Inc. | 0.21% | Reduce -1.8% | 13,892 | $2.5M |
| MassMutual Private Wealth & Trust, FSB | 0.06% | Add +4.0% | 13,751 | $2.4M |
| Raab & Moskowitz Asset Management LLC | 0.57% | Reduce -2.4% | 13,445 | $2.4M |
| Madden Advisory Services, Inc. | 1.01% | Add +0.6% | 13,415 | $2.4M |
| Dumont & Blake Investment Advisors LLC | 0.61% | Add +0.9% | 13,265 | $2.3M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +5.2% | 13,250 | $2.3M |
| Blueprint Investment Partners LLC | 0.41% | New | 13,215 | $2.3M |
| Fifth Third Bancorp | 0.01% | Add +1.9% | 13,193 | $2.3M |
| Blueprint Financial Advisors LLC | 0.74% | New | 13,153 | $2.3M |
| Bigelow Investment Advisors, LLC | 0.99% | Add +20.5% | 12,763 | $2.3M |
| Royal Fund Management, LLC | 0.24% | Add +3.9% | 12,698 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -4.4% | 12,608 | $2.2M |
| Renaissance Technologies | 0.00% | New | 12,100 | $2.1M |
| O'ROURKE & COMPANY, Inc | 1.00% | Add +3.5% | 12,088 | $2.1M |
| Flagstar Securities, Inc. | 0.59% | Reduce -1.1% | 12,025 | $2.1M |
| Waverly Advisors, LLC | 0.02% | Add +0.1% | 11,891 | $2.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -29.5% | 11,723 | $2.1M |
| Quantinno Capital Management LP | 0.01% | Add +167.3% | 11,521 | $2.0M |
| Main Street Financial Solutions, LLC | 0.15% | Add +29.5% | 11,508 | $2.0M |
| Fiduciary Trust Co | 0.02% | Reduce -0.5% | 11,469 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +481.0% | 11,429 | $2.0M |
| Joel Isaacson & Co., LLC | 0.08% | Add +0.1% | 11,376 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -3.5% | 10,947 | $1.9M |
| First American Bank | 0.13% | Add +3.5% | 10,901 | $1.9M |
| FMR LLC | 0.00% | Add +6.1% | 10,877 | $1.9M |
| Allworth Financial LP | 0.01% | Reduce -21.8% | 10,708 | $1.9M |
| Neuberger Berman Group LLC | 0.00% | Add +1.7% | 10,565 | $1.9M |
| United Capital Financial Advisors, LLC | 0.01% | Add +5.4% | 10,413 | $1.8M |
| Focus Partners Wealth | 0.00% | Add +1.8% | 10,172 | $1.8M |
| Geneos Wealth Management Inc. | 0.04% | Add +9.7% | 10,107 | $1.8M |
| Qube Research & Technologies Ltd | 0.00% | Add +57.3% | 10,106 | $1.8M |
| Guidance Point Advisors, LLC | 0.47% | Add +1.8% | 9,953 | $1.8M |
| Tiaa Trust, National Association | 0.00% | Reduce -89.7% | 9,904 | $1.7M |
| Compass Ion Advisors, LLC | 0.19% | Reduce -2.0% | 9,828 | $1.7M |
| Hershey Financial Advisers, LLC | 1.55% | — | 9,818 | $1.7M |
| Bard Associates Inc. | 0.55% | Add +0.9% | 9,700 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +0.1% | 9,649 | $1.7M |
| IFP Advisors, Inc | 0.05% | Add +9.1% | 9,617 | $1.7M |
| Accel Wealth Management | 0.57% | Reduce -0.2% | 9,612 | $1.7M |
| AlphaCore Capital LLC | 0.06% | New | 9,406 | $1.7M |
| Castle Rock Wealth Management, LLC | 0.38% | Reduce -9.5% | 8,982 | $1.6M |
| Stapp Wealth Management, PLLC | 2.27% | Reduce -43.6% | 8,947 | $1.6M |
| Mutual Advisors, LLC | 0.04% | Add +92.1% | 8,602 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.1% | 8,889 | $1.6M |
| Sharper & Granite LLC | 0.60% | Reduce -15.8% | 8,925 | $1.6M |
| Brookstone Capital Management | 0.02% | Add +19.3% | 8,774 | $1.5M |
| &partners | 0.01% | Add +8.6% | 8,738 | $1.5M |
| Consolidated Portfolio Review Corp | 0.21% | Reduce -0.2% | 8,655 | $1.5M |
| CoreCap Advisors, LLC | 0.06% | Reduce -2.8% | 8,548 | $1.5M |
| Curran Financial Partners, LLC | 0.33% | Add +26.9% | 8,425 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +168.8% | 8,312 | $1.5M |
| Sovereign Financial Group, Inc. | 0.30% | Add +1.4% | 8,258 | $1.5M |
| Old Second National Bank of Aurora | 0.32% | Reduce -6.2% | 8,243 | $1.5M |
| Wall Street Financial Group, Inc. | 1.31% | Reduce -34.9% | 8,214 | $1.4M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -31.4% | 8,202 | $1.4M |
| Heritage Trust Co | 0.17% | Reduce -16.4% | 8,169 | $1.4M |
| CENTRAL TRUST Co | 0.03% | Reduce -4.2% | 8,009 | $1.4M |
| Founders Grove Wealth Partners, LLC | 0.35% | Add +0.3% | 7,907 | $1.4M |
| Glass Jacobson Investment Advisors llc | 0.53% | Reduce -4.0% | 7,849 | $1.4M |
| Kennedy Investment Group, Inc. | 0.59% | Add +3.4% | 7,831 | $1.4M |
| Summit Financial, LLC | 0.03% | Add +1.5% | 7,781 | $1.4M |
| Northern Trust Corp. | 0.00% | Add +131.8% | 7,713 | $1.4M |
| Bailard, Inc. | 0.03% | Add +0.3% | 7,628 | $1.3M |
| Trinity Legacy Partners, LLC | 0.33% | Reduce -0.5% | 7,594 | $1.3M |
| Carl P. Sherr & Co., LLC | 0.68% | Reduce -1.1% | 7,606 | $1.3M |
| Independent Family Office, LLC | 0.61% | Add +25.2% | 7,450 | $1.3M |
| Glen Eagle Advisors, LLC | 0.20% | Reduce -8.2% | 7,366 | $1.3M |
| Saxon Interests, Inc. | 0.60% | No change | 7,569 | $1.3M |
| Centaurus Financial, Inc. | 0.08% | Reduce -5.8% | 7,286 | $1.3M |
| Steel Grove Capital Advisors, LLC | 0.15% | No change | 7,260 | $1.3M |
| Joule Financial, LLC | 0.41% | Reduce -48.5% | 7,236 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +12.9% | 7,191 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +364.5% | 7,121 | $1.3M |
| Bluesphere Advisors LLC | 0.62% | Add +3.7% | 7,063 | $1.2M |
| Hilltop Holdings Inc. | 0.08% | Add +146.8% | 7,050 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -25.9% | 6,894 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +44.1% | 6,869 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -3.5% | 6,788 | $1.2M |
| Calton & Associates, Inc. | 0.21% | Add +58.2% | 6,784 | $1.2M |
| Bonfire Financial | 0.98% | Add +3.5% | 6,775 | $1.2M |
| Focus Financial Network, Inc. | 0.05% | Add +180.9% | 6,691 | $1.2M |
| BOS Asset Management, LLC | 0.38% | Reduce -3.8% | 6,639 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Add +7.0% | 6,545 | $1.2M |
| Woodward Diversified Capital, LLC | 0.58% | Add +137.5% | 6,485 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +34.7% | 6,457 | $1.1M |
| Baker Ellis Asset Management LLC | 0.16% | Reduce -4.4% | 6,450 | $1.1M |
| FSA Wealth Management LLC | 0.44% | Reduce -0.1% | 6,440 | $1.1M |
| Charter Oak Capital Management, LLC | 0.10% | Reduce -11.6% | 6,431 | $1.1M |
| Strategic Investment Solutions, Inc. | 0.34% | Add +110.8% | 6,431 | $1.1M |
| Sax Wealth Advisors, LLC | 0.07% | Reduce -1.7% | 6,336 | $1.1M |
| North Forty Two & Co. | 1.18% | No change | 6,275 | $1.1M |
| World Investment Advisors | 0.02% | Add +73.1% | 6,174 | $1.1M |
| Piscataqua Savings Bank | 0.91% | Reduce -0.5% | 6,154 | $1.1M |
| Silverlake Wealth Management LLC | 0.31% | Add +8.9% | 6,023 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +1.1% | 5,963 | $1.1M |
| Anchor Investment Management, LLC | 0.09% | Add +2.3% | 5,931 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Reduce -27.9% | 5,625 | $1.0M |
| City State Bank | 0.32% | Add +2.3% | 5,736 | $1.0M |
| PFG Advisors | 0.05% | Add +10.9% | 5,690 | $1.0M |
| Mgo One Seven LLC | 0.03% | Add +8.6% | 5,656 | $998K |
| Altiora Financial Group, LLC | 0.19% | No change | 5,650 | $997K |
| First Bancorp, Inc | 0.57% | No change | 5,639 | $995K |
| Tranquility Partners, LLC | 0.35% | Reduce -0.1% | 5,626 | $993K |
| Tandem Investment Partners LLC | 0.85% | Add +15.5% | 5,545 | $979K |
| Assetmark, Inc. | 0.00% | Add +9.4% | 5,484 | $968K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -9.6% | 5,434 | $959K |
| HRT Financial LP | 0.00% | New | 5,426 | $957K |
| Foster Group, Inc. | 0.03% | Reduce -8.1% | 5,401 | $953K |
| Comerica Bank | 0.00% | Add +10.2% | 5,372 | $948K |
| Camelot Portfolios, LLC | 0.56% | New | 5,280 | $932K |
| Kinloch Capital, LLC | 0.43% | Reduce -21.9% | 5,233 | $924K |
| Winebrenner Capital Management LLC | 0.74% | Reduce -0.2% | 5,223 | $922K |
| Archford Capital Strategies, LLC | 0.12% | Reduce -1.2% | 5,172 | $913K |
| Spire Wealth Management | 0.03% | Add +5.1% | 5,135 | $906K |
| International Assets Investment Management, LLC | 0.07% | Reduce -11.0% | 5,133 | $906K |
| Gibraltar Capital Management, Inc. | 0.18% | Add +2.0% | 5,105 | $901K |
| Navis Wealth Advisors, LLC | 0.74% | No change | 5,000 | $883K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +7.2% | 4,946 | $873K |
| SBI Securities Co., Ltd. | 0.03% | Reduce -5.8% | 4,935 | $871K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -26.7% | 4,866 | $859K |
| Wealthspire Retirement, LLC | 0.06% | Add +1.3% | 4,826 | $852K |
| Matrix Trust Co | 0.14% | Reduce -4.6% | 4,824 | $851K |
| Founders Financial Alliance, LLC | 0.19% | Add +0.0% | 4,801 | $847K |
| V2 Financial group LLC | 0.51% | No change | 4,800 | $847K |
| Compound Planning, Inc. | 0.03% | Add +109.8% | 4,796 | $847K |
| Brookwood Investment Group LLC | 0.14% | Reduce -6.7% | 4,752 | $839K |
| CX Institutional | 0.03% | Reduce -44.0% | 4,746 | $838K |
| Sweeney & Michel, LLC | 0.29% | Add +0.3% | 4,647 | $827K |
| Cwm, LLC | 0.00% | Add +13.4% | 4,642 | $819K |
| First Financial Corp. | 0.36% | Reduce -1.2% | 4,630 | $817K |
| Sulzberger Capital Advisors, Inc. | 0.96% | No change | 4,626 | $817K |
| BlackRock, Inc. | 0.00% | Add +61.6% | 4,599 | $812K |
| Interactive Financial Advisors, Inc. | 0.40% | Add +0.2% | 4,598 | $812K |
| IHT Wealth Management, LLC | 0.02% | Add +8.9% | 4,571 | $807K |
| First Heartland Consultants, Inc. | 0.07% | Reduce -40.8% | 4,540 | $801K |
| Park National Corp. | 0.03% | Add +12.3% | 4,535 | $800K |
| Maltin Wealth Management, Inc. | 0.35% | Add +0.7% | 4,466 | $788K |
| Hancock Whitney Corp. | 0.02% | No change | 4,464 | $788K |
| Valeo Financial Advisors, LLC | 0.02% | New | 4,437 | $783K |
| Flagship Wealth Advisors, LLC | 0.29% | Reduce -2.3% | 4,394 | $776K |
| Rothschild Investment LLC | 0.05% | Reduce -2.2% | 4,390 | $775K |
| Choate Investment Advisors | 0.02% | No change | 4,382 | $773K |
| Prospera Financial Services Inc | 0.01% | Add +2.2% | 4,355 | $770K |
| EP Wealth Advisors, LLC | 0.01% | Add +3.2% | 4,315 | $762K |
| River Street Advisors LLC | 0.33% | Add +1.5% | 4,301 | $759K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +1.9% | 4,260 | $752K |
| LOM Asset Management Ltd | 0.25% | — | 4,180 | $738K |
| Money Concepts Capital Corp. | 0.05% | Reduce -1.9% | 4,172 | $736K |
| Essex Financial Services, Inc. | 0.05% | Add +13.0% | 4,138 | $730K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.5% | 4,119 | $727K |
| Tudor Financial Inc. | 0.41% | Reduce -4.1% | 4,115 | $726K |
| Investment Advisory Services Inc. /TX | 0.24% | No change | 4,108 | $725K |
| Seamount Financial Group Inc. | 0.37% | Add +15.0% | 4,090 | $722K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -10.6% | 4,077 | $720K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -0.6% | 4,027 | $711K |
| Merit Financial Group, LLC | 0.01% | Add +24.1% | 4,027 | $711K |
| Institute for Wealth Management, LLC. | 0.08% | Add +5.2% | 4,001 | $706K |
| Retirement Planning Group, LLC | 0.03% | Add +16.9% | 3,927 | $693K |
| Advisors Capital Management, LLC | 0.01% | Reduce -0.6% | 3,885 | $686K |
| Park Square Financial Group, LLC | 0.49% | Reduce -0.5% | 3,857 | $681K |
| Ignite Planners, LLC | 0.12% | Add +1.7% | 3,718 | $673K |
| Christensen, King & Associates Investment Services, Inc. | 0.31% | Add +2.6% | 3,812 | $673K |
| Conrad Siegel Investment Advisors, Inc. | 0.15% | Add +0.2% | 3,781 | $667K |
| American Trust | 0.06% | New | 3,773 | $666K |
| Creekside Partners | 0.32% | Add +0.1% | 3,772 | $666K |
| Cresset Asset Management, LLC | 0.00% | Reduce -62.9% | 3,589 | $633K |
| McAdam, LLC | 0.03% | Add +1.1% | 3,579 | $632K |
| Investor's Fiduciary Advisor Network, LLC | 0.23% | Reduce -0.7% | 3,558 | $628K |
| Investment Planning Advisors, Inc. | 0.22% | Reduce -0.1% | 3,514 | $620K |
| Country Club Bank | 0.04% | No change | 3,469 | $610K |
| First Commonwealth Financial Corp | 0.13% | No change | 3,434 | $606K |
| BCM Advisors, LLC | 0.13% | Reduce -5.0% | 3,281 | $600K |
| National Wealth Management Group, LLC | 0.33% | Reduce -9.1% | 3,378 | $596K |
| Choreo, LLC | 0.01% | Reduce -18.9% | 3,331 | $590K |
| PFG Investments, LLC | 0.03% | Add +1.7% | 3,330 | $588K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +80.5% | 3,309 | $584K |
| Optima Capital LLC | 0.31% | Reduce -42.0% | 3,286 | $580K |
| Apella Capital, LLC | 0.02% | New | 3,271 | $580K |
| QTR Family Wealth, LLC | 0.35% | Reduce -0.0% | 3,231 | $570K |
| Ancora Advisors LLC | 0.01% | No change | 3,229 | $570K |
| Bank of Montreal | 0.00% | Add +55.3% | 3,210 | $567K |
| Meridian Wealth Management, LLC | 0.02% | Add +6.3% | 3,184 | $562K |
| Atlas Capital Advisors Inc. | 0.07% | Reduce -4.1% | 3,166 | $559K |
| Cherry Tree Wealth Management, LLC | 0.13% | No change | 3,143 | $555K |
| Northwest Financial Advisors | 0.77% | Add +0.1% | 3,131 | $553K |
| Oppenheimer & Co. Inc. | 0.01% | Add +108.7% | 3,097 | $547K |
| GTS Securities LLC | 0.02% | New | 3,000 | $530K |
| Evanson Asset Management, LLC | 0.03% | Add +77.2% | 2,982 | $526K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +6.6% | 2,978 | $526K |
| MAI Capital Management | 0.00% | No change | 2,968 | $524K |
| Cross Staff Investments Inc | 0.39% | No change | 2,966 | $524K |
| Trek Financial, LLC | 0.04% | No change | 2,963 | $523K |
| US Bancorp \de | 0.00% | Add +12.7% | 2,932 | $518K |
| Northstar Group, Inc. | 0.08% | Reduce -3.3% | 2,920 | $515K |
| Mission Wealth Management, LP | 0.01% | Add +11.9% | 2,878 | $508K |
| Meridian Financial Partners LLC | 0.23% | Add +6.6% | 2,824 | $498K |
| Integrity Alliance, Llc. | 0.03% | Reduce -26.3% | 2,786 | $492K |
| Roman Butler Fullerton & Co. | 0.14% | No change | 2,663 | $486K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.4% | 2,741 | $484K |
| Private Trust Co. NA | 0.05% | Add +4.4% | 2,734 | $483K |
| Almanack Investment Partners, LLC. | 0.08% | No change | 2,723 | $481K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -1.6% | 2,718 | $480K |
| Investment House LLC | 0.02% | No change | 2,700 | $477K |
| Autumn Glory Partners, LLC | 0.22% | Add +0.1% | 2,674 | $472K |
| DiNuzzo Private Wealth, Inc. | 0.06% | Add +0.7% | 2,669 | $471K |
| Patton Albertson Miller Group, LLC | 0.06% | No change | 2,624 | $463K |
| NFSG Corp | 0.08% | Add +4063.5% | 2,623 | $463K |
| Wealth Effects LLC | 0.17% | Add +8.3% | 2,604 | $460K |
| Csenge Advisory Group | 0.02% | No change | 2,590 | $458K |
| Flagship Private Wealth, LLC | 0.19% | Add +0.0% | 2,585 | $456K |
| L.M. Kohn & Company | 0.12% | New | 2,574 | $454K |
| D.A. Davidson & Co. | 0.00% | Reduce -4.1% | 2,571 | $454K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 2,551 | $450K |
| StoneX Group Inc. | 0.02% | Add +29.2% | 2,546 | $449K |
| Bridge Creek Capital Management LLC | 0.13% | Add +0.8% | 2,517 | $444K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,504 | $442K |
| Northeast Investment Management | 0.02% | No change | 2,498 | $441K |
| Blackston Financial Advisory Group, LLC | 0.28% | Reduce -1.1% | 2,492 | $440K |
| Clarendon Private LLC | 0.42% | No change | 2,463 | $435K |
| Chemistry Wealth Management LLC | 0.09% | Add +0.0% | 2,419 | $427K |
| Cora Capital Advisors LLC | 0.19% | Add +33.5% | 2,410 | $425K |
| Apexium Financial, LP | 0.02% | Add +0.4% | 2,406 | $425K |
| Houlihan Financial Resource Group, Ltd. | 0.18% | Reduce -3.9% | 2,320 | $423K |
| Transce3nd, LLC | 0.18% | Reduce -6.2% | 2,282 | $421K |
| Parallel Advisors, LLC | 0.01% | Reduce -4.6% | 2,382 | $420K |
| Bank of New York Mellon Corp | 0.00% | Add +17.1% | 2,370 | $418K |
| FSA Advisors, Inc. | 0.34% | Reduce -0.6% | 2,351 | $415K |
| WNY Asset Management, LLC | 0.05% | Add +0.1% | 2,347 | $414K |
| Unified Investment Management | 0.44% | No change | 2,338 | $413K |
| Everstar Asset Management, LLC | 0.25% | No change | 2,300 | $406K |
| Bluespring Wealth Management, LLC | 0.04% | No change | 2,270 | $401K |
| Myecfo, LLC | 0.20% | Reduce -3.0% | 2,262 | $399K |
| Silver Coast Investments LLC | 0.14% | Add +6.9% | 2,249 | $397K |
| Woodmont Investment Counsel LLC | 0.03% | New | 2,247 | $397K |
| SageView Advisory Group, LLC | 0.01% | Add +0.4% | 2,158 | $390K |
| Arlington Capital Management, Inc. | 0.34% | New | 2,207 | $390K |
| Aspen Wealth Strategies, LLC | 0.23% | Add +9.6% | 2,195 | $387K |
| AE Wealth Management LLC | 0.00% | Reduce -25.3% | 2,194 | $387K |
| Global Retirement Partners, LLC | 0.01% | — | 2,193 | $387K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +42.6% | 2,188 | $386K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -16.9% | 2,045 | $382K |
| Elevate Wealth Advisory, Inc. | 0.27% | Reduce -2.1% | 2,131 | $376K |
| MontVue Capital Management, Inc. | 0.27% | No change | 2,125 | $375K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -3.9% | 2,122 | $375K |
| Continuum Advisory, LLC | 0.04% | Add +100.0% | 2,112 | $373K |
| Caitlin John, LLC | 0.34% | Add +8.4% | 2,094 | $370K |
| Per Stirling Capital Management, LLC. | 0.05% | New | 2,083 | $368K |
| Simmons Bank | 0.03% | No change | 2,080 | $367K |
| Fulcrum Capital LLC | 0.08% | No change | 2,050 | $362K |
| Idaho Trust Co | 0.13% | Add +1.2% | 2,036 | $359K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 2,022 | $357K |
| Coldstream Capital Management Inc. | 0.01% | Add +2526.3% | 1,996 | $352K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.08% | Add +19.2% | 1,983 | $350K |
| Poehling Capital Management, INC. | 0.08% | No change | 1,950 | $344K |
| Modera Wealth Management, LLC | 0.00% | New | 1,947 | $344K |
| Acorn Wealth Advisors, LLC | 0.13% | Reduce -8.9% | 1,943 | $343K |
| Kovack Advisors, Inc. | 0.03% | Reduce -22.0% | 1,942 | $343K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | Add +0.2% | 1,916 | $338K |
| Ballentine Partners, LLC | 0.01% | No change | 1,898 | $335K |
| McClarren Financial Advisors, Inc. | 0.22% | Add +24.8% | 1,885 | $333K |
| Clearstead Advisors, LLC | 0.00% | Add +0.1% | 1,880 | $332K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -22.0% | 1,841 | $325K |
| BTS Asset Management, Inc. | 0.39% | Reduce -5.1% | 1,833 | $324K |
| Harbor Asset Planning, Inc. | 0.31% | — | 1,821 | $322K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +0.7% | 1,750 | $309K |
| Clear Creek Financial Management, LLC | 0.03% | New | 1,743 | $308K |
| Citizens Financial Group Inc. | 0.00% | Add +0.1% | 1,738 | $307K |
| Sharp Wealth Advisory, LLC | 0.20% | Add +7.8% | 1,725 | $304K |
| Tyche Wealth Partners LLC | 0.06% | No change | 1,725 | $304K |
| Trust Co. of Vermont | 0.01% | No change | 1,715 | $303K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | No change | 1,709 | $302K |
| Swisher Financial Concepts, Inc. | 0.19% | Add +0.2% | 1,700 | $300K |
| Financial Freedom, LLC | 0.16% | No change | 1,689 | $298K |
| Legacy Private Trust Co. | 0.02% | No change | 1,684 | $297K |
| Retirement Planning Co of New England, Inc. | 0.13% | Add +0.4% | 1,673 | $295K |
| Two Sigma Securities, LLC | 0.04% | New | 1,659 | $293K |
| CVA Family Office, LLC | 0.04% | No change | 1,645 | $290K |
| Panoramic Investment Advisors, LLC | 0.18% | Add +0.6% | 1,637 | $289K |
| Roberts Wealth Advisors, LLC | 0.08% | No change | 1,632 | $288K |
| Montag A & Associates Inc. | 0.01% | No change | 1,632 | $288K |
| Kellett Wealth Advisors, LLC | 0.19% | Add +10.1% | 1,632 | $288K |
| Heritage Family Offices, LLP | 0.15% | No change | 1,700 | $287K |
| PDS Planning, Inc | 0.02% | Add +0.8% | 1,622 | $286K |
| Moneco Advisors, LLC | 0.03% | Reduce -2.3% | 1,619 | $286K |
| Solidarity Wealth, LLC | 0.07% | No change | 1,603 | $283K |
| OneAscent Wealth Management LLC | 0.10% | Reduce -10.1% | 1,588 | $280K |
| CWA Asset Management Group, LLC | 0.01% | Add +5.1% | 1,576 | $278K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.7% | 1,501 | $276K |
| KDK Private Wealth Management, LLC | 0.29% | Reduce -3.1% | 1,555 | $274K |
| Johnson Financial Group, LLC | 0.03% | No change | 1,545 | $273K |
| Smith, Moore & Co. | 0.02% | Add +6.0% | 1,543 | $272K |
| Zevin Asset Management LLC | 0.04% | New | 1,529 | $270K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.1% | 1,529 | $270K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +26.5% | 1,527 | $269K |
| Novak & Powell Financial Services, Inc. | 0.19% | Reduce -73.7% | 1,522 | $269K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -20.7% | 1,522 | $268K |
| Glenmede Investment Management, LP | 0.00% | — | 1,518 | $268K |
| Colonial River Investments, LLC | 0.11% | Add +11.9% | 1,488 | $265K |
| Miller Financial Services LLC | 0.34% | No change | 1,500 | $265K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +0.3% | 1,494 | $264K |
| Savant Capital, LLC | 0.00% | New | 1,493 | $264K |
| Western Pacific Wealth Management, LP | 0.25% | No change | 1,484 | $262K |
| MKT Advisors LLC | 0.10% | New | 1,474 | $261K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 1,473 | $260K |
| Mission Creek Capital Partners, Inc. | 0.06% | Add +0.1% | 1,468 | $259K |
| CreativeOne Wealth, LLC | 0.01% | Add +6.8% | 1,462 | $258K |
| Avior Wealth Management, LLC | 0.01% | Reduce -22.3% | 1,460 | $258K |
| Rialto Wealth Management, LLC | 0.07% | Reduce -11.6% | 1,459 | $258K |
| Avalon Trust Co | 0.02% | No change | 1,457 | $257K |
| Western Wealth Management, LLC | 0.02% | Reduce -6.6% | 1,453 | $256K |
| Cathy Pareto & Associates, Inc. | 0.21% | New | 1,452 | $256K |
| ZynergyRetirementPlanningLLC | 0.17% | Reduce -0.5% | 1,452 | $256K |
| One Charles Private Wealth Services, LLC | 0.07% | Reduce -9.4% | 1,451 | $256K |
| Laurel Wealth Advisors LLC | 0.04% | Add +123.1% | 1,450 | $256K |
| Modern Wealth Management, LLC | 0.01% | Reduce -8.2% | 1,449 | $256K |
| RBA Wealth Management, LLC | 0.09% | Add +4.6% | 1,443 | $255K |
| Kingsview Wealth Management, LLC | 0.00% | Add +2.9% | 1,437 | $254K |
| Eagle Harbor Asset Management Inc. | 0.24% | No change | 1,434 | $253K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -36.2% | 1,433 | $253K |
| Capital Investment Advisors, LLC | 0.00% | Add +21.9% | 1,431 | $253K |
| Invst, LLC | 0.03% | Reduce -96.3% | 1,421 | $251K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -0.3% | 1,408 | $248K |
| Curtis Advisory Group, LLC | 0.06% | No change | 1,402 | $247K |
| Clark Capital Management Group, Inc. | 0.00% | New | 1,399 | $247K |
| Tortoise Investment Management, LLC | 0.02% | No change | 1,375 | $243K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 1,349 | $238K |
| JMG Financial Group, Ltd. | 0.01% | No change | 1,342 | $237K |
| Belpointe Asset Management LLC | 0.01% | Reduce -38.6% | 1,337 | $236K |
| Franklin Resources Inc. | 0.00% | New | 1,332 | $235K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 1,325 | $234K |
| Fearless Solutions, LLC dba Best Invest | 0.16% | No change | 1,324 | $234K |
| Heritage Financial Services, LLC | 0.02% | No change | 1,314 | $232K |
| Apollon Wealth Management, LLC | 0.00% | No change | 1,313 | $232K |
| Weaver Consulting Group | 0.06% | No change | 1,307 | $231K |
| Debussy Capital Management LP | 0.03% | New | 1,299 | $229K |
| Arkadios Wealth Advisors | 0.01% | New | 1,292 | $228K |
| Coppell Advisory Solutions LLC | 0.03% | No change | 1,277 | $225K |
| Powers Advisory Group, LLC | 0.10% | Add +0.6% | 1,269 | $224K |
| First PREMIER Bank | 0.05% | No change | 1,255 | $222K |
| Summit Financial Strategies, Inc. | 0.02% | No change | 1,254 | $221K |
| Patten & Patten Inc. | 0.01% | No change | 1,251 | $221K |
| Moseley Investment Management Inc. | 0.07% | No change | 1,221 | $216K |
| Garden State Investment Advisory Services LLC | 0.06% | Reduce -4.4% | 1,218 | $215K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -11.0% | 1,219 | $215K |
| Cape Investment Advisory, Inc. | 0.08% | Reduce -27.3% | 1,219 | $215K |
| Vermillion Wealth Management, Inc. | 0.10% | Add +0.3% | 1,218 | $215K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -33.4% | 1,215 | $214K |
| Wedmont Private Capital | 0.01% | New | 1,199 | $212K |
| One Day In July LLC | 0.02% | Add +0.1% | 1,191 | $210K |
| NewEdge Wealth, LLC | 0.00% | New | 1,122 | $210K |
| North Star Investment Management Corp. | 0.01% | Add +0.7% | 1,181 | $209K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.10% | No change | 1,179 | $208K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -5.2% | 1,170 | $207K |
| Pacific Sun Financial Corp | 0.11% | New | 1,170 | $207K |
| Advantage Trust Co | 0.10% | No change | 1,169 | $206K |
| Synovus Financial Corp. | 0.00% | New | 1,162 | $205K |
| Sage Financial Group Inc. | 0.02% | New | 1,161 | $205K |
| Gotham Asset Management | 0.00% | New | 1,159 | $205K |
| Ellis Investment Partners, LLC | 0.04% | New | 1,159 | $205K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 1,157 | $204K |
| Howard Capital Management, LLC | 0.00% | New | 1,149 | $203K |
| BCS Wealth Management | 0.04% | New | 1,145 | $202K |
| Optimist Retirement Group LLC | 0.10% | Reduce -13.1% | 1,144 | $202K |
| Guardian Asset Advisors, LLC | 0.12% | New | 1,142 | $202K |
| Mezzasalma Advisors, LLC | 0.06% | Reduce -4.0% | 1,134 | $200K |
| VSM Wealth Advisory, LLC | 0.06% | Reduce -7.8% | 1,033 | $182K |
| Medallion Wealth Advisors, LLC | 0.07% | No change | 1,005 | $177K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $177K |
| Howe & Rusling Inc. | 0.01% | Reduce -25.8% | 994 | $176K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +24.3% | 976 | $172K |
| Coston, McIsaac & Partners | 0.04% | Add +0.6% | 974 | $172K |
| N.E.W. Advisory Services LLC | 0.02% | Add +0.1% | 944 | $167K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 941 | $166K |
| Pacific Center for Financial Services | 0.04% | No change | 918 | $162K |
| Basso Capital Management, L.P. | 0.12% | No change | 902 | $159K |
| Caldwell Trust Co | 0.02% | No change | 892 | $157K |
| Atticus Wealth Management, LLC | 0.04% | Reduce -2.0% | 883 | $156K |
| Financial Perspectives, Inc | 0.04% | No change | 828 | $146K |
| Bokf, NA | 0.00% | No change | 803 | $142K |
| Centricity Wealth Management, LLC | 0.11% | No change | 777 | $137K |
| Hurley Capital, LLC | 0.09% | Add +193.8% | 761 | $134K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -45.0% | 733 | $129K |
| Progressive Investment Management Corp | 0.03% | No change | 700 | $124K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 700 | $124K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 680 | $120K |
| Colony Family Offices, LLC | 0.03% | Reduce -14.9% | 630 | $111K |
| Blue Trust, Inc. | 0.00% | Add +1104.0% | 602 | $106K |
| Boyd Watterson Asset Management LLC | 0.03% | Reduce -13.4% | 550 | $97K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Add +17633.3% | 532 | $94K |
| Inlight Wealth Management, LLC | 0.05% | No change | 529 | $93K |
| Bellevue Asset Management, LLC | 0.05% | No change | 527 | $93K |
| First Horizon Advisors, Inc. | 0.00% | No change | 500 | $88K |
| Valley National Advisers Inc. | 0.01% | No change | 500 | $88K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 489 | $86K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -23.5% | 488 | $86K |
| St Germain D J Co. Inc. | 0.00% | No change | 460 | $81K |
| Signaturefd, LLC | 0.00% | Add +15.6% | 452 | $80K |
| Bogart Wealth, LLC | 0.00% | No change | 448 | $79K |
| Crewe Advisors LLC | 0.01% | No change | 433 | $76K |
| Russell Investments Group, Ltd. | 0.00% | Add +57.4% | 428 | $76K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 420 | $74K |
| Colonial Trust Co / SC | 0.01% | No change | 420 | $74K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | Add +0.5% | 404 | $71K |
| Atlantic Union Bankshares Corp | 0.00% | New | 402 | $71K |
| GAMMA Investing LLC | 0.00% | Reduce -3.5% | 383 | $68K |
| Arax Advisory Partners | 0.00% | Add +0.8% | 382 | $67K |
| Center for Financial Planning, Inc. | 0.01% | No change | 375 | $66K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +15.4% | 375 | $66K |
| True Wealth Design, LLC | 0.02% | No change | 348 | $61K |
| City Holding Co. | 0.01% | Reduce -2.3% | 345 | $61K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.6% | 343 | $61K |
| AdvisorNet Financial, Inc | 0.00% | Add +22.3% | 335 | $59K |
| Smithfield Trust Co | 0.00% | No change | 325 | $57K |
| Hopwood Financial Services, Inc. | 0.04% | No change | 305 | $54K |
| Register Financial Advisors LLC | 0.02% | New | 305 | $54K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 300 | $53K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.7% | 297 | $53K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -3.0% | 295 | $52K |
| Vestor Capital, LLC | 0.00% | Reduce -98.9% | 512 | $50K |
| Paladin Advisory Group, LLC | 0.04% | No change | 280 | $49K |
| ORG Partners LLC | 0.01% | No change | 275 | $49K |
| Barrett & Company, Inc. | 0.02% | No change | 275 | $49K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 273 | $48K |
| Blume Capital Management, Inc. | 0.01% | Add +5.9% | 270 | $48K |
| Robbins Farley | 0.02% | Reduce -8.3% | 255 | $45K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 250 | $44K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 248 | $44K |
| Main Street Group, LTD | 0.02% | No change | 245 | $43K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 244 | $43K |
| Ulland Investment Advisors, LLC | 0.04% | No change | 245 | $43K |
| NBT Bank, N.A. | 0.00% | Add +0.4% | 232 | $41K |
| Nova Wealth Management, Inc. | 0.03% | Reduce -21.6% | 199 | $35K |
| Smartleaf Asset Management LLC | 0.00% | No change | 197 | $35K |
| McIlrath & Eck, LLC | 0.00% | No change | 195 | $34K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +1.1% | 191 | $34K |
| Maseco LLP | 0.00% | — | 190 | $34K |
| United Community Bank | 0.01% | No change | 190 | $34K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -82.5% | 188 | $33K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | New | 188 | $33K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 175 | $31K |
| Twin Lakes Capital Management, LLC | 0.02% | No change | 175 | $31K |
| Golden State Wealth Management, LLC | 0.00% | No change | 170 | $30K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 167 | $29K |
| TD Private Client Wealth LLC | 0.00% | No change | 162 | $29K |
| Lanark Financial, Inc. | 0.00% | No change | 161 | $28K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 158 | $28K |
| Citizens National Bank Trust Department | 0.01% | No change | 152 | $27K |
| National Bank of Canada | 0.00% | Add +14.2% | 145 | $26K |
| Larson Financial Group LLC | 0.00% | Add +2.9% | 143 | $25K |
| Brooklyn Investment Group | 0.00% | Reduce -1.4% | 140 | $25K |
| Minot DeBlois Advisors LLC | 0.02% | No change | 136 | $24K |
| Beacon Capital Management, LLC | 0.00% | No change | 131 | $23K |
| Raffa Wealth Management, LLC | 0.00% | No change | 130 | $23K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +11.6% | 125 | $22K |
| Parkside Financial Bank & Trust | 0.00% | Add +153.3% | 114 | $20K |
| Hanson & Doremus Investment Management | 0.00% | No change | 108 | $19K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 111 | $19K |
| Clearstead Trust, LLC | 0.00% | No change | 106 | $19K |
| Clarity Asset Management, Inc. | 0.01% | Add +1.0% | 101 | $18K |
| Rossby Financial, LCC | 0.01% | New | 101 | $18K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 100 | $18K |
| Dagco, Inc. | 0.00% | No change | 100 | $18K |
| Crews Bank & Trust | 0.00% | No change | 100 | $18K |
| Bfsg, LLC | 0.00% | No change | 100 | $18K |
| Sound Income Strategies, LLC | 0.00% | Add +2.3% | 90 | $16K |
| First United Bank & Trust | 0.01% | No change | 90 | $16K |
| Bank of New Hampshire | 0.00% | No change | 90 | $16K |
| Millstone Evans Group, LLC | 0.01% | No change | 89 | $16K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 88 | $16K |
| POM Investment Strategies, LLC | 0.01% | No change | 81 | $14K |
| Tower View Wealth Management LLC | 0.01% | No change | 80 | $14K |
| Peachtree Investment Partners, LLC | 0.01% | Reduce -20.0% | 80 | $14K |
| Capital Analysts, LLC | 0.00% | No change | 80 | $14K |
| Addison Advisors LLC | 0.00% | No change | 75 | $13K |
| Asset Dedication, LLC | 0.00% | Add +4.3% | 73 | $13K |
| Salem Investment Counselors Inc. | 0.00% | New | 70 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -54.9% | 69 | $12K |
| Monetary Management Group Inc. | 0.00% | No change | 68 | $12K |
| Community Bank, N.A. | 0.00% | No change | 65 | $11K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 63 | $11K |
| Deutsche Bank AG | 0.00% | No change | 59 | $10K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -43.2% | 54 | $10K |
| TD Capital Management LLC | 0.00% | No change | 50 | $9K |
| New Millennium Group LLC | 0.00% | No change | 44 | $8K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 44 | $8K |
| Key Financial Inc | 0.00% | No change | 41 | $7K |
| AllSquare Wealth Management LLC | 0.00% | No change | 40 | $7K |
| WPG Advisers, LLC | 0.01% | No change | 39 | $7K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 32 | $6K |
| Gould Capital, LLC | 0.00% | No change | 31 | $5K |
| Adirondack Trust Co. | 0.00% | No change | 30 | $5K |
| Gen-Wealth Partners Inc | 0.00% | No change | 29 | $5K |
| Westside Investment Management, Inc. | 0.00% | No change | 27 | $5K |
| GeoWealth Management, LLC | 0.00% | New | 27 | $5K |
| Tanglewood Legacy Advisors, LLC | 0.00% | New | 26 | $5K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 25 | $4K |
| Dogwood Wealth Management LLC | 0.00% | New | 25 | $4K |
| Financial Gravity Companies, Inc. | 0.00% | — | 23 | $4K |
| Eastern Bank | 0.00% | New | 22 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +5.0% | 21 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -4.8% | 20 | $4K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 18 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 15 | $3K |
| Bellwether Advisors, LLC | 0.00% | New | 13 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 12 | $2K |
| First Command Advisory Services, Inc. | 0.00% | New | 12 | $2K |
| Integrity Financial Corp | 0.00% | No change | 7 | $1K |
| Anfield Capital Management, LLC | 0.00% | Add +150.0% | 5 | $883 |
"% of holder's portfolio" is VPU's weight in each manager's 13F, not the share of Vanguard Utilities ETF the manager owns.