Vanguard Utilities ETFVPUETF
13F holders, Q3 2025 (September 30)624holders +5
44new positions
37sold out
2famous investors
$189.37avg. 13F price*
At the end of Q3 2025, 624 institutions reported holding Vanguard Utilities ETF (VPU) in their 13F filings, up 5 from Q2 2025. 44 opened new positions and 37 sold out. The largest holders were Morgan Stanley ($210.0M), Bank of America Corp. ($190.6M) and LPL Financial LLC ($157.7M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Vanguard Utilities ETF
- CUSIP
- 92204A876
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $20.9M |
| Exits | 37 | $27.8M |
All 13F filers, Q2 2025 → Q3 2025: 855,554 shares bought and 808,500 shares sold, net +47,054 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 624 holders
| Morgan Stanley | 0.01% | Reduce -5.4% | 1,108,492 | $210.0M |
| Bank of America Corp. | 0.01% | Add +3.3% | 1,006,256 | $190.6M |
| LPL Financial LLC | 0.05% | Add +13.3% | 832,609 | $157.7M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +2.0% | 658,484 | $124.7M |
| Beacon Capital Management, Inc. | 5.78% | Reduce -13.3% | 639,099 | $121.1M |
| Envestnet Asset Management Inc. | 0.03% | Add +1.4% | 518,389 | $98.2M |
| Empower Advisory Group, LLC | 0.20% | Reduce -0.9% | 372,748 | $70.6M |
| Wells Fargo & Company | 0.01% | Add +23.1% | 343,746 | $65.1M |
| Ameriprise Financial Inc. | 0.01% | Add +4.4% | 297,342 | $56.4M |
| UBS Group AG | 0.01% | Reduce -9.9% | 282,752 | $53.6M |
| Osaic Holdings, Inc. | 0.06% | Add +24.1% | 232,850 | $43.3M |
| Captrust Financial Advisors | 0.09% | Reduce -0.2% | 228,572 | $43.3M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -1.1% | 200,250 | $37.9M |
| Raymond James Financial Inc. | 0.01% | Add +6.3% | 196,927 | $37.3M |
| Royal Bank of Canada | 0.01% | Reduce -11.1% | 195,961 | $37.1M |
| PGIM Custom Harvest LLC | 0.56% | Add +2.9% | 195,671 | $37.1M |
| Cetera Investment Advisers | 0.04% | Add +11.5% | 185,258 | $35.1M |
| Commonwealth Equity Services, LLC | 0.04% | Add +1.8% | 180,307 | $34.2M |
| Nan Shan Life Insurance Co., Ltd. | 0.61% | Add +46.8% | 152,541 | $28.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +12.1% | 117,680 | $22.3M |
| Stifel Financial Corp. | 0.02% | Add +6.1% | 105,168 | $19.9M |
| Creative Financial Designs Inc. | 1.27% | Add +5.5% | 99,625 | $18.9M |
| Patriot Investment Management Group, Inc. | 1.14% | Reduce -1.5% | 92,401 | $17.5M |
| Allied Investment Advisors, LLC | 2.67% | Reduce -36.1% | 88,649 | $16.8M |
| Federation des caisses Desjardins du Quebec | 0.06% | Add +2.2% | 86,791 | $16.4M |
| MML Investors Services, LLC | 0.04% | Add +1.3% | 85,003 | $16.1M |
| Unconventional Investor, LLC | 7.85% | Add +0.0% | 82,654 | $15.7M |
| BNP Paribas Financial Markets | 0.01% | Add +0.5% | 77,527 | $14.7M |
| JPMorgan Chase & Co. | 0.00% | Add +29.1% | 75,906 | $14.4M |
| Lido Advisors, LLC | 0.05% | Add +109.7% | 66,318 | $12.6M |
| Private Advisor Group, LLC | 0.06% | Reduce -6.5% | 64,478 | $12.2M |
| Nelson Capital Management, LLC | 1.36% | Add +2.3% | 60,518 | $11.5M |
| Cerity Partners LLC | 0.02% | Add +1.2% | 60,246 | $11.4M |
| Pallas Capital Advisors LLC | 0.41% | Add +1.0% | 59,082 | $11.2M |
| Vestor Capital, LLC | 0.71% | Add +11285.5% | 58,294 | $11.0M |
| Blair William & Co. | 0.03% | Reduce -1.0% | 56,974 | $10.8M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -0.9% | 56,735 | $10.7M |
| SWAN Capital LLC | 4.31% | Add +67.4% | 56,180 | $10.6M |
| American Investment Services, Inc. | 2.43% | Reduce -0.3% | 53,427 | $10.1M |
| Truist Financial Corp. | 0.01% | Add +7.6% | 52,727 | $10.0M |
| HighTower Advisors, LLC | 0.01% | Add +9.1% | 50,179 | $9.5M |
| Goldstone Financial Group, LLC | 1.10% | Add +31.4% | 49,277 | $9.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +10.2% | 48,629 | $9.2M |
| Richmond Brothers, Inc. | 4.94% | Reduce -3.4% | 41,312 | $7.8M |
| David Kennon Inc | 2.69% | Reduce -1.4% | 39,504 | $7.5M |
| Stratos Wealth Advisors, LLC | 0.36% | Add +12.5% | 39,214 | $7.4M |
| Greenline Partners, LLC | 0.86% | Add +13.1% | 37,526 | $7.1M |
| KCM Investment Advisors LLC | 0.23% | Add +0.9% | 37,062 | $7.0M |
| Bryn Mawr Trust Advisors, LLC | 0.31% | Reduce -0.0% | 32,753 | $6.2M |
| Exchange Traded Concepts, LLC | 0.06% | Add +0.9% | 30,449 | $5.8M |
| Foundations Investment Advisors, LLC | 0.08% | Add +4.0% | 30,210 | $5.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +21.8% | 29,698 | $5.6M |
| Porter White Investment Advisors, Inc. | 2.33% | Reduce -0.5% | 28,641 | $5.4M |
| IFG Advisory, LLC | 0.24% | Add +1.8% | 27,615 | $5.2M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +29.1% | 27,500 | $5.2M |
| Dakota Wealth Management | 0.10% | Add +3.3% | 27,337 | $5.2M |
| Hamilton Wealth, LLC | 1.08% | Add +1.9% | 27,218 | $5.2M |
| Creative Planning | 0.00% | Add +8.4% | 27,098 | $5.1M |
| Sigma Planning Corp | 0.15% | Add +10.8% | 27,003 | $5.1M |
| Aspire Capital Advisors LLC | 1.25% | Add +8.3% | 26,725 | $5.1M |
| Atria Investments, Inc | 0.06% | Reduce -0.3% | 26,647 | $5.0M |
| Farther Finance Advisors, LLC | 0.07% | Add +49.8% | 25,761 | $4.9M |
| Moss Adams Wealth Advisors LLC | 0.38% | No change | 25,645 | $4.9M |
| Visionary Wealth Advisors | 0.22% | Add +0.7% | 24,345 | $4.6M |
| Stonegate Management LLC | 3.02% | — | 24,049 | $4.6M |
| New England Private Wealth Advisors LLC | 0.60% | Add +1500.4% | 24,022 | $4.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +20.1% | 23,858 | $4.5M |
| Harbour Investments, Inc. | 0.10% | Add +54.1% | 23,497 | $4.5M |
| Gunma Bank,Ltd. | 1.36% | New | 22,946 | $4.3M |
| First National Corp. /Ma/ | 0.82% | Reduce -3.6% | 22,566 | $4.3M |
| M&T Bank Corp | 0.01% | Reduce -13.6% | 22,567 | $4.3M |
| Integrated Wealth Concepts LLC | 0.04% | Add +22.0% | 22,368 | $4.2M |
| Apollon Financial, LLC | 0.69% | Add +10.1% | 21,757 | $4.1M |
| MRA Advisory Group | 1.80% | Add +4.8% | 21,743 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.2% | 21,040 | $4.1M |
| Bard Associates Inc. | 1.09% | Add +122.0% | 21,537 | $4.1M |
| Wilmington Savings Fund Society, FSB | 0.09% | No change | 20,545 | $3.9M |
| Tranquilli Financial Advisor LLC | 2.29% | Reduce -4.5% | 20,494 | $3.9M |
| Corient Private Wealth LP | 0.01% | Reduce -82.2% | 20,295 | $3.8M |
| Jones Financial Companies LLLP | 0.00% | Add +27.0% | 20,137 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -51.2% | 19,871 | $3.8M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +0.9% | 19,833 | $3.8M |
| Mariner, LLC | 0.00% | Add +2.6% | 19,586 | $3.7M |
| Pathstone Holdings, LLC | 0.01% | Add +1.0% | 19,238 | $3.6M |
| Sterling Investment Advisors, Ltd. | 0.70% | Reduce -1.7% | 18,982 | $3.6M |
| Proficio Capital Partners LLC | 0.25% | Reduce -0.7% | 18,955 | $3.6M |
| White Lighthouse Investment Management Inc. | 0.54% | Reduce -4.9% | 18,732 | $3.5M |
| Shilanski & Associates, Inc. | 0.93% | Add +2.1% | 18,502 | $3.5M |
| Ariston Services Group | 2.07% | Add +9.1% | 18,119 | $3.4M |
| Qube Research & Technologies Ltd | 0.00% | Add +79.2% | 18,114 | $3.4M |
| DMKC Advisory Services, LLC | 1.71% | Reduce -42.0% | 17,831 | $3.4M |
| Capital Investment Advisory Services, LLC | 0.26% | Add +3.8% | 17,059 | $3.2M |
| Strengthening Families & Communities, LLC | 0.71% | Add +3.4% | 16,905 | $3.2M |
| Wealthspire Advisors, LLC | 0.02% | Add +1.3% | 16,650 | $3.2M |
| Comprehensive Money Management Services LLC | 2.22% | Reduce -4.6% | 16,589 | $3.1M |
| Financial Advocates Investment Management | 1.75% | Reduce -7.5% | 16,395 | $3.1M |
| Quantinno Capital Management LP | 0.01% | Add +36.6% | 15,735 | $3.0M |
| Mittelman Wealth Management | 1.95% | New | 15,706 | $3.0M |
| Independent Financial Group, LLC | 0.07% | Reduce -0.6% | 15,481 | $2.9M |
| Banque Cantonale Vaudoise | 0.11% | Reduce -0.1% | 15,299 | $2.9M |
| Guerra Advisors Inc | 1.06% | Reduce -1.0% | 15,127 | $2.9M |
| Pinnacle Wealth Management Group, Inc. | 1.46% | Add +4.3% | 15,002 | $2.8M |
| Glassy Mountain Advisors, Inc. | 0.83% | Reduce -11.1% | 14,643 | $2.8M |
| Altfest L J & Co. Inc. | 0.31% | Reduce -88.2% | 14,519 | $2.8M |
| Adams Wealth Management | 0.59% | Reduce -16.0% | 14,437 | $2.7M |
| CacheTech Inc. | 0.55% | Reduce -16.0% | 14,437 | $2.7M |
| FFG Retirement Advisors LLC | 1.69% | Reduce -0.6% | 14,409 | $2.7M |
| Blueprint Investment Partners LLC | 0.38% | Add +7.1% | 14,154 | $2.7M |
| Blueprint Financial Advisors LLC | 0.58% | Add +7.1% | 14,091 | $2.7M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Add +2.4% | 14,076 | $2.7M |
| Madden Advisory Services, Inc. | 1.10% | Add +3.1% | 13,835 | $2.6M |
| WBH Advisory Inc. | 0.20% | Reduce -0.9% | 13,761 | $2.6M |
| FMR LLC | 0.00% | Add +25.7% | 13,669 | $2.6M |
| Fifth Third Bancorp | 0.01% | Add +2.4% | 13,506 | $2.6M |
| Dumont & Blake Investment Advisors LLC | 0.61% | Reduce -0.5% | 13,195 | $2.5M |
| Raab & Moskowitz Asset Management LLC | 0.55% | Reduce -2.8% | 13,069 | $2.5M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Reduce -1.5% | 13,057 | $2.5M |
| O'ROURKE & COMPANY, Inc | 1.02% | Add +7.0% | 12,930 | $2.4M |
| Bigelow Investment Advisors, LLC | 0.94% | Reduce -3.2% | 12,360 | $2.3M |
| Flagstar Securities, Inc. | 0.71% | Add +1.3% | 12,181 | $2.3M |
| Main Street Financial Solutions, LLC | 0.15% | Add +5.3% | 12,124 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +44.7% | 12,025 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +4.9% | 11,989 | $2.3M |
| Royal Fund Management, LLC | 0.27% | Reduce -6.4% | 11,888 | $2.3M |
| Fifth Third Securities, Inc. | 0.15% | Reduce -19.9% | 11,812 | $2.2M |
| Waverly Advisors, LLC | 0.02% | Reduce -1.0% | 11,770 | $2.2M |
| Fiduciary Trust Co | 0.02% | Add +0.6% | 11,538 | $2.2M |
| Joel Isaacson & Co., LLC | 0.08% | Add +0.1% | 11,390 | $2.2M |
| First American Bank | 0.13% | Add +3.4% | 11,275 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -10.8% | 11,248 | $2.1M |
| Focus Partners Wealth | 0.00% | Add +8.3% | 11,020 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.2% | 10,967 | $2.1M |
| Johnson Investment Counsel Inc. | 0.02% | Add +60.4% | 10,886 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +12.6% | 10,863 | $2.1M |
| &partners | 0.01% | Add +22.3% | 10,683 | $2.0M |
| Neuberger Berman Group LLC | 0.00% | Add +0.3% | 10,591 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | Add +52.3% | 10,458 | $2.0M |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.0% | 10,416 | $2.0M |
| Guidance Point Advisors, LLC | 0.48% | Add +1.3% | 10,084 | $1.9M |
| Castle Rock Wealth Management, LLC | 0.42% | Add +11.7% | 10,035 | $1.9M |
| Intrinsic Edge Capital Management LLC | 0.29% | New | 10,000 | $1.9M |
| Compass Ion Advisors, LLC | 0.18% | Add +1.1% | 9,941 | $1.9M |
| Hershey Financial Advisers, LLC | 1.61% | Add +1.1% | 9,926 | $1.9M |
| Accel Wealth Management | 0.54% | Add +2.7% | 9,874 | $1.9M |
| AlphaCore Capital LLC | 0.06% | Add +2.7% | 9,657 | $1.8M |
| Retirement Planning Group, LLC | 0.06% | Add +145.9% | 9,655 | $1.8M |
| Consolidated Portfolio Review Corp | 0.23% | Add +9.8% | 9,504 | $1.8M |
| Connecticut Wealth Management, LLC | 0.08% | New | 9,435 | $1.8M |
| Stapp Wealth Management, PLLC | 2.29% | Add +0.5% | 8,989 | $1.7M |
| Brookstone Capital Management | 0.02% | Add +1.8% | 8,930 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.1% | 8,896 | $1.7M |
| CoreCap Advisors, LLC | 0.06% | Add +3.8% | 8,872 | $1.7M |
| Sharper & Granite LLC | 0.59% | Reduce -2.1% | 8,733 | $1.7M |
| Mutual Advisors, LLC | 0.04% | Reduce -2.1% | 8,418 | $1.6M |
| Strategic Investment Solutions, Inc. | 0.43% | Add +33.1% | 8,563 | $1.6M |
| Curran Financial Partners, LLC | 0.32% | Add +1.3% | 8,536 | $1.6M |
| Calton & Associates, Inc. | 0.24% | Add +22.3% | 8,296 | $1.6M |
| Old Second National Bank of Aurora | 0.32% | Reduce -2.0% | 8,081 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +11.8% | 8,037 | $1.5M |
| CENTRAL TRUST Co | 0.03% | No change | 8,009 | $1.5M |
| Sovereign Financial Group, Inc. | 0.28% | Reduce -3.7% | 7,954 | $1.5M |
| Wealthfront Advisers LLC | 0.00% | Add +21.5% | 7,950 | $1.5M |
| Heritage Trust Co | 0.16% | Reduce -2.7% | 7,946 | $1.5M |
| Glass Jacobson Investment Advisors llc | 0.54% | Add +0.8% | 7,915 | $1.5M |
| Summit Financial, LLC | 0.02% | Add +1.6% | 7,905 | $1.5M |
| Wall Street Financial Group, Inc. | 1.09% | Reduce -4.3% | 7,859 | $1.5M |
| Kennedy Investment Group, Inc. | 0.59% | Reduce -0.1% | 7,823 | $1.5M |
| Founders Grove Wealth Partners, LLC | 0.35% | Reduce -1.2% | 7,811 | $1.5M |
| Bluesphere Advisors LLC | 0.68% | Add +10.4% | 7,796 | $1.5M |
| Principal Securities, Inc. | 0.02% | Add +20.5% | 7,782 | $1.5M |
| Trinity Legacy Partners, LLC | 0.34% | Reduce -0.1% | 7,586 | $1.5M |
| Carl P. Sherr & Co., LLC | 0.69% | Add +0.5% | 7,646 | $1.4M |
| Bailard, Inc. | 0.03% | Reduce -1.9% | 7,485 | $1.4M |
| Independent Family Office, LLC | 0.60% | No change | 7,450 | $1.4M |
| Centaurus Financial, Inc. | 0.07% | Add +1.5% | 7,393 | $1.4M |
| Northern Trust Corp. | 0.00% | Reduce -5.6% | 7,280 | $1.4M |
| Glen Eagle Advisors, LLC | 0.19% | Reduce -2.6% | 7,174 | $1.4M |
| Hilltop Holdings Inc. | 0.07% | Add +1.7% | 7,170 | $1.4M |
| Joule Financial, LLC | 0.41% | Reduce -1.1% | 7,156 | $1.4M |
| BOS Asset Management, LLC | 0.38% | Add +5.8% | 7,026 | $1.3M |
| World Investment Advisors | 0.03% | Add +13.4% | 7,002 | $1.3M |
| Allworth Financial LP | 0.01% | Reduce -35.9% | 6,862 | $1.3M |
| PFG Advisors | 0.05% | Add +20.0% | 6,829 | $1.3M |
| Steel Grove Capital Advisors, LLC | 0.15% | No change | 7,260 | $1.3M |
| Bonfire Financial | 0.98% | Reduce -0.5% | 6,740 | $1.3M |
| BlackRock, Inc. | 0.00% | Add +46.0% | 6,715 | $1.3M |
| City State Bank | 0.36% | Add +15.9% | 6,646 | $1.3M |
| FSA Wealth Management LLC | 0.45% | Add +3.5% | 6,663 | $1.2M |
| Bank of Montreal | 0.00% | Add +103.2% | 6,521 | $1.2M |
| Peck Wealth Management, LLC | 1.18% | — | 6,503 | $1.2M |
| Baker Ellis Asset Management LLC | 0.15% | No change | 6,450 | $1.2M |
| Charter Oak Capital Management, LLC | 0.10% | Add +0.1% | 6,435 | $1.2M |
| Mgo One Seven LLC | 0.03% | Add +13.6% | 6,427 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -60.2% | 6,372 | $1.2M |
| Sax Wealth Advisors, LLC | 0.06% | Add +0.4% | 6,363 | $1.2M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -22.4% | 6,362 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -8.0% | 6,345 | $1.2M |
| North Forty Two & Co. | 1.16% | No change | 6,275 | $1.2M |
| Woodward Diversified Capital, LLC | 0.54% | Reduce -4.9% | 6,166 | $1.2M |
| CX Institutional | 0.04% | Add +28.9% | 6,120 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -14.4% | 6,098 | $1.2M |
| Assetmark, Inc. | 0.00% | Add +10.9% | 6,084 | $1.2M |
| Piscataqua Savings Bank | 0.90% | Reduce -1.5% | 6,061 | $1.1M |
| Anchor Investment Management, LLC | 0.10% | Add +2.2% | 6,061 | $1.1M |
| Csenge Advisory Group | 0.05% | Add +132.6% | 6,025 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 5,963 | $1.1M |
| Novak & Powell Financial Services, Inc. | 0.59% | Add +291.2% | 5,954 | $1.1M |
| Silverlake Wealth Management LLC | 0.27% | Reduce -2.2% | 5,891 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +1.0% | 5,679 | $1.1M |
| Altiora Financial Group, LLC | 0.20% | No change | 5,650 | $1.1M |
| First Bancorp, Inc | 0.57% | Reduce -0.1% | 5,631 | $1.1M |
| Axxcess Wealth Management, LLC | 0.02% | Add +3.5% | 5,627 | $1.1M |
| Tranquility Partners, LLC | 0.36% | Reduce -0.5% | 5,597 | $1.1M |
| Foster Group, Inc. | 0.03% | Add +0.7% | 5,437 | $1.0M |
| Winebrenner Capital Management LLC | 0.72% | Add +0.8% | 5,267 | $998K |
| Saxon Interests, Inc. | 0.39% | Reduce -28.0% | 5,453 | $996K |
| Camelot Portfolios, LLC | 0.59% | Reduce -1.1% | 5,224 | $989K |
| Archford Capital Strategies, LLC | 0.12% | Reduce -1.0% | 5,119 | $970K |
| Comerica Bank | 0.00% | Reduce -4.9% | 5,110 | $968K |
| Gibraltar Capital Management, Inc. | 0.17% | No change | 5,105 | $967K |
| Spire Wealth Management | 0.03% | Reduce -1.7% | 5,047 | $956K |
| Navis Wealth Advisors, LLC | 0.71% | No change | 5,000 | $947K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.3% | 4,962 | $940K |
| IFP Advisors, Inc | 0.02% | Reduce -48.8% | 4,926 | $933K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -0.8% | 4,893 | $927K |
| Tiaa Trust, National Association | 0.00% | Reduce -51.1% | 4,838 | $916K |
| Founders Financial Alliance, LLC | 0.17% | Add +0.5% | 4,827 | $914K |
| Compound Planning, Inc. | 0.03% | Add +0.6% | 4,825 | $914K |
| Sweeney & Michel, LLC | 0.31% | Add +0.3% | 4,661 | $911K |
| V2 Financial group LLC | 0.50% | No change | 4,800 | $909K |
| International Assets Investment Management, LLC | 0.07% | No change | 5,133 | $909K |
| Matrix Trust Co | 0.14% | Reduce -1.9% | 4,731 | $896K |
| Sulzberger Capital Advisors, Inc. | 0.99% | Add +1.2% | 4,681 | $887K |
| Brookwood Investment Group LLC | 0.11% | Reduce -2.6% | 4,626 | $876K |
| First Financial Corp. | 0.34% | Reduce -0.2% | 4,621 | $875K |
| Wealthspire Retirement, LLC | 0.06% | Reduce -4.5% | 4,608 | $873K |
| Maltin Wealth Management, Inc. | 0.36% | Add +3.0% | 4,599 | $871K |
| First Heartland Consultants, Inc. | 0.07% | Add +0.0% | 4,541 | $860K |
| Cwm, LLC | 0.00% | Reduce -2.8% | 4,513 | $855K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -7.4% | 4,506 | $854K |
| Cary Street Partners Financial LLC | 0.02% | Add +9.8% | 4,477 | $848K |
| Interactive Financial Advisors, Inc. | 0.46% | Reduce -2.7% | 4,475 | $848K |
| Hancock Whitney Corp. | 0.02% | Reduce -0.5% | 4,442 | $841K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 4,437 | $840K |
| Rothschild Investment LLC | 0.05% | No change | 4,390 | $832K |
| Choate Investment Advisors | 0.02% | No change | 4,382 | $830K |
| Flagship Wealth Advisors, LLC | 0.27% | Reduce -1.7% | 4,321 | $818K |
| IHT Wealth Management, LLC | 0.02% | Reduce -5.6% | 4,313 | $817K |
| Tudor Financial Inc. | 0.43% | Add +4.8% | 4,314 | $817K |
| River Street Advisors LLC | 0.31% | Reduce -0.5% | 4,278 | $810K |
| Merit Financial Group, LLC | 0.01% | Add +4.2% | 4,195 | $794K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -1.6% | 4,194 | $794K |
| Valmark Advisers, Inc. | 0.01% | Add +0.9% | 4,155 | $787K |
| Institute for Wealth Management, LLC. | 0.08% | Add +2.8% | 4,113 | $779K |
| Investment Advisory Services Inc. /TX | 0.25% | No change | 4,108 | $778K |
| Choreo, LLC | 0.01% | Add +23.2% | 4,105 | $777K |
| Meridian Wealth Management, LLC | 0.03% | Add +28.6% | 4,093 | $775K |
| Seamount Financial Group Inc. | 0.36% | Reduce -0.3% | 4,078 | $772K |
| Money Concepts Capital Corp. | 0.05% | Reduce -3.1% | 4,042 | $766K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -0.5% | 4,007 | $759K |
| Park National Corp. | 0.02% | Reduce -13.6% | 3,917 | $742K |
| Coldstream Capital Management Inc. | 0.01% | Add +96.2% | 3,916 | $742K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +155.7% | 3,904 | $739K |
| Advisors Capital Management, LLC | 0.01% | Reduce -1.3% | 3,835 | $726K |
| American Trust | 0.06% | Add +1.6% | 3,832 | $726K |
| Christensen, King & Associates Investment Services, Inc. | 0.31% | Add +0.3% | 3,822 | $724K |
| Ignite Planners, LLC | 0.12% | Add +2.8% | 3,822 | $724K |
| Elevation Point Wealth Partners, LLC | 0.05% | New | 3,783 | $717K |
| LOM Asset Management Ltd | 0.22% | Reduce -9.6% | 3,780 | $716K |
| Creekside Partners | 0.31% | Add +0.1% | 3,774 | $715K |
| Essex Financial Services, Inc. | 0.04% | Reduce -11.5% | 3,663 | $694K |
| Oppenheimer & Co. Inc. | 0.01% | Add +17.1% | 3,626 | $687K |
| Investment Planning Advisors, Inc. | 0.21% | Add +2.5% | 3,603 | $683K |
| Cresset Asset Management, LLC | 0.00% | No change | 3,589 | $680K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 3,583 | $679K |
| Tudor Investment Corporation | 0.00% | Reduce -78.0% | 3,579 | $678K |
| McAdam, LLC | 0.03% | Reduce -0.1% | 3,577 | $678K |
| MAI Capital Management | 0.00% | Add +18.3% | 3,510 | $665K |
| Investor's Fiduciary Advisor Network, LLC | 0.22% | Reduce -3.1% | 3,448 | $653K |
| Apella Capital, LLC | 0.01% | Add +0.0% | 3,272 | $652K |
| First Commonwealth Financial Corp | 0.11% | No change | 3,434 | $650K |
| National Wealth Management Group, LLC | 0.24% | Add +0.2% | 3,384 | $641K |
| PFG Investments, LLC | 0.03% | Add +0.4% | 3,344 | $633K |
| BCM Advisors, LLC | 0.13% | Reduce -2.3% | 3,205 | $626K |
| Conrad Siegel Investment Advisors, Inc. | 0.13% | Reduce -12.9% | 3,293 | $624K |
| Country Club Bank | 0.04% | Reduce -5.8% | 3,269 | $618K |
| Ancora Advisors LLC | 0.01% | No change | 3,229 | $612K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -2.6% | 3,222 | $610K |
| Northwest Financial Advisors | 0.78% | Add +1.7% | 3,185 | $603K |
| QTR Family Wealth, LLC | 0.29% | Reduce -1.5% | 3,182 | $603K |
| Caprock Group, LLC | 0.01% | — | 3,250 | $594K |
| Prospera Financial Services Inc | 0.01% | Reduce -28.6% | 3,111 | $590K |
| Cross Staff Investments Inc | 0.41% | Add +3.4% | 3,066 | $581K |
| StoneX Group Inc. | 0.03% | Add +19.6% | 3,045 | $577K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +2.0% | 3,037 | $575K |
| Evanson Asset Management, LLC | 0.03% | No change | 2,982 | $565K |
| Trek Financial, LLC | 0.03% | No change | 2,963 | $561K |
| Northstar Group, Inc. | 0.08% | No change | 2,920 | $553K |
| Meridian Financial Partners LLC | 0.23% | Reduce -0.6% | 2,806 | $553K |
| Mission Wealth Management, LP | 0.01% | Add +0.9% | 2,905 | $550K |
| OneAscent Financial Services LLC | 0.04% | New | 2,870 | $544K |
| Integrity Alliance, Llc. | 0.03% | Add +2.8% | 2,863 | $542K |
| Park Avenue Securities LLC | 0.00% | New | 2,845 | $539K |
| Kingsview Wealth Management, LLC | 0.01% | Add +93.7% | 2,784 | $527K |
| Roman Butler Fullerton & Co. | 0.14% | No change | 2,663 | $520K |
| Private Trust Co. NA | 0.05% | Add +0.1% | 2,738 | $519K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.6% | 2,734 | $518K |
| NFSG Corp | 0.08% | Add +4.1% | 2,731 | $517K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.8% | 2,719 | $515K |
| Investment House LLC | 0.02% | No change | 2,700 | $511K |
| Aspen Wealth Strategies, LLC | 0.28% | Add +21.9% | 2,676 | $507K |
| Autumn Glory Partners, LLC | 0.21% | Add +0.0% | 2,675 | $507K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | New | 2,674 | $507K |
| US Bancorp \de | 0.00% | Reduce -8.8% | 2,674 | $506K |
| Patton Albertson Miller Group, LLC | 0.06% | No change | 2,624 | $497K |
| Wealth Effects LLC | 0.16% | No change | 2,604 | $493K |
| DiNuzzo Private Wealth, Inc. | 0.06% | No change | 2,669 | $488K |
| Axiom Financial Strategies, LLC | 0.21% | New | 2,568 | $486K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,504 | $474K |
| Northeast Investment Management | 0.02% | No change | 2,498 | $473K |
| Cherry Tree Wealth Management, LLC | 0.10% | Reduce -20.7% | 2,492 | $472K |
| Bridge Creek Capital Management LLC | 0.13% | Reduce -1.6% | 2,477 | $469K |
| D.A. Davidson & Co. | 0.00% | Reduce -4.0% | 2,468 | $468K |
| Clarendon Private LLC | 0.42% | No change | 2,463 | $467K |
| Chemistry Wealth Management LLC | 0.09% | No change | 2,419 | $458K |
| Flagship Private Wealth, LLC | 0.18% | Reduce -6.6% | 2,415 | $457K |
| Cora Capital Advisors LLC | 0.19% | No change | 2,410 | $456K |
| Apexium Financial, LP | 0.02% | No change | 2,406 | $456K |
| Blackston Financial Advisory Group, LLC | 0.27% | Reduce -5.3% | 2,361 | $447K |
| WNY Asset Management, LLC | 0.04% | Add +0.1% | 2,350 | $445K |
| Unified Investment Management | 0.44% | No change | 2,338 | $443K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.8% | 2,337 | $443K |
| Everstar Asset Management, LLC | 0.25% | No change | 2,300 | $436K |
| Sharp Wealth Advisory, LLC | 0.23% | Add +31.9% | 2,275 | $431K |
| Silver Coast Investments LLC | 0.15% | Add +0.5% | 2,260 | $428K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +51.0% | 2,256 | $427K |
| Bluespring Wealth Management, LLC | 0.04% | Reduce -0.9% | 2,250 | $426K |
| Focus Financial Network, Inc. | 0.02% | Reduce -66.6% | 2,232 | $423K |
| Global Retirement Partners, LLC | 0.01% | Add +0.9% | 2,213 | $419K |
| Coppell Advisory Solutions LLC | 0.04% | Add +73.5% | 2,215 | $418K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -93.5% | 2,191 | $415K |
| Zevin Asset Management LLC | 0.06% | Add +43.2% | 2,189 | $415K |
| Parallel Advisors, LLC | 0.01% | Reduce -9.5% | 2,155 | $408K |
| Belpointe Asset Management LLC | 0.02% | Add +60.7% | 2,148 | $407K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -78.8% | 2,138 | $405K |
| Elevate Wealth Advisory, Inc. | 0.29% | No change | 2,131 | $404K |
| Continuum Advisory, LLC | 0.04% | No change | 2,112 | $400K |
| Smith, Moore & Co. | 0.03% | Add +36.8% | 2,110 | $400K |
| Quadcap Wealth Management, LLC | 0.05% | New | 2,093 | $396K |
| Per Stirling Capital Management, LLC. | 0.05% | No change | 2,083 | $395K |
| Simmons Bank | 0.03% | No change | 2,080 | $394K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -2.2% | 2,076 | $393K |
| Caitlin John, LLC | 0.27% | Reduce -0.9% | 2,075 | $393K |
| Columbia Advisory Partners LLC | 0.27% | New | 2,073 | $393K |
| Fulcrum Capital LLC | 0.08% | No change | 2,050 | $388K |
| One Capital Management, LLC | 0.01% | New | 2,047 | $388K |
| MontVue Capital Management, Inc. | 0.26% | Reduce -5.1% | 2,017 | $382K |
| AE Wealth Management LLC | 0.00% | Reduce -8.1% | 2,016 | $382K |
| Washington Trust Advisors, Inc. | 0.03% | Add +192.3% | 1,988 | $377K |
| Myecfo, LLC | 0.17% | Reduce -13.1% | 1,966 | $372K |
| Acorn Wealth Advisors, LLC | 0.12% | Add +0.5% | 1,953 | $370K |
| Modera Wealth Management, LLC | 0.00% | No change | 1,947 | $369K |
| Kovack Advisors, Inc. | 0.03% | Add +0.1% | 1,943 | $368K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -7.8% | 1,885 | $364K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | Add +0.2% | 1,920 | $364K |
| Ballentine Partners, LLC | 0.01% | No change | 1,898 | $360K |
| Stonebridge Financial Planning Group, LLC | 0.13% | New | 1,893 | $358K |
| Clearstead Advisors, LLC | 0.01% | Add +0.1% | 1,882 | $356K |
| SageView Advisory Group, LLC | 0.01% | Reduce -13.5% | 1,867 | $354K |
| Idaho Trust Co | 0.12% | Reduce -8.6% | 1,861 | $352K |
| McClarren Financial Advisors, Inc. | 0.21% | Reduce -23.4% | 1,444 | $351K |
| Avior Wealth Management, LLC | 0.01% | Add +26.7% | 1,850 | $350K |
| Harbor Asset Planning, Inc. | 0.31% | Add +0.6% | 1,832 | $347K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.5% | 1,831 | $347K |
| Capital Investment Advisors, LLC | 0.01% | Add +26.4% | 1,808 | $342K |
| RFG Advisory, LLC | 0.01% | New | 1,800 | $341K |
| CreativeOne Wealth, LLC | 0.01% | Add +22.6% | 1,793 | $340K |
| Sanctuary Advisors, LLC | 0.00% | Add +45.4% | 1,767 | $335K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 1,709 | $334K |
| Citizens Financial Group Inc. | 0.00% | Add +0.1% | 1,739 | $329K |
| Tyche Wealth Partners LLC | 0.06% | No change | 1,725 | $327K |
| Trust Co. of Vermont | 0.01% | No change | 1,715 | $325K |
| Swisher Financial Concepts, Inc. | 0.19% | Add +0.2% | 1,704 | $323K |
| Heritage Family Offices, LLP | 0.15% | No change | 1,700 | $322K |
| Glenmede Investment Management, LP | 0.00% | Add +11.9% | 1,698 | $322K |
| United Financial Planning Group LLC | 0.20% | — | 1,691 | $320K |
| Financial Freedom, LLC | 0.16% | No change | 1,689 | $320K |
| Legacy Private Trust Co. | 0.02% | No change | 1,684 | $319K |
| Kellett Wealth Advisors, LLC | 0.19% | Add +3.1% | 1,682 | $319K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -3.6% | 1,681 | $318K |
| Retirement Planning Co of New England, Inc. | 0.13% | Reduce -0.1% | 1,671 | $316K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.06% | Reduce -16.1% | 1,664 | $315K |
| CVA Family Office, LLC | 0.04% | No change | 1,645 | $312K |
| Panoramic Investment Advisors, LLC | 0.18% | Add +0.5% | 1,645 | $312K |
| Montag A & Associates Inc. | 0.01% | No change | 1,632 | $309K |
| Roberts Wealth Advisors, LLC | 0.08% | Reduce -0.4% | 1,626 | $308K |
| Moneco Advisors, LLC | 0.03% | Add +0.4% | 1,625 | $308K |
| Obsidian Cio, LLC | 0.04% | New | 1,616 | $306K |
| Solidarity Wealth, LLC | 0.07% | No change | 1,603 | $304K |
| Level Four Advisory Services, LLC | 0.01% | Add +35.2% | 1,582 | $300K |
| Cardiff Park Advisors, LLC | 0.02% | Reduce -22.5% | 1,567 | $297K |
| Houlihan Financial Resource Group, Ltd. | 0.26% | Reduce -33.1% | 1,553 | $294K |
| Johnson Financial Group, LLC | 0.03% | No change | 1,545 | $293K |
| Clark Capital Management Group, Inc. | 0.00% | Add +10.4% | 1,545 | $293K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.1% | 1,530 | $290K |
| OneAscent Wealth Management LLC | 0.10% | Reduce -3.8% | 1,527 | $289K |
| Colonial River Investments, LLC | 0.11% | Add +1.7% | 1,513 | $287K |
| Miller Financial Services LLC | 0.33% | No change | 1,500 | $284K |
| KDK Private Wealth Management, LLC | 0.29% | Reduce -3.9% | 1,495 | $283K |
| MKT Advisors LLC | 0.11% | Add +0.3% | 1,479 | $282K |
| Western Pacific Wealth Management, LP | 0.27% | No change | 1,484 | $281K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -16.6% | 1,460 | $281K |
| Mission Creek Capital Partners, Inc. | 0.06% | Add +0.1% | 1,470 | $278K |
| Cathy Pareto & Associates, Inc. | 0.21% | Add +0.5% | 1,459 | $276K |
| PDS Planning, Inc | 0.02% | Reduce -10.1% | 1,458 | $276K |
| Avalon Trust Co | 0.02% | No change | 1,457 | $276K |
| Rialto Wealth Management, LLC | 0.07% | Reduce -0.2% | 1,456 | $276K |
| Synovus Financial Corp. | 0.00% | Add +25.1% | 1,454 | $275K |
| ZynergyRetirementPlanningLLC | 0.17% | No change | 1,452 | $275K |
| Diversified Enterprises, LLC | 0.02% | New | 1,446 | $274K |
| Western Wealth Management, LLC | 0.01% | Reduce -0.5% | 1,446 | $274K |
| Baird Financial Group, Inc. | 0.00% | New | 1,442 | $273K |
| Eagle Harbor Asset Management Inc. | 0.24% | No change | 1,434 | $272K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 1,433 | $271K |
| Arkadios Wealth Advisors | 0.01% | Add +9.5% | 1,415 | $268K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -4.4% | 1,408 | $267K |
| Silver Oak Securities, Incorporated | 0.02% | New | 1,405 | $266K |
| Curtis Advisory Group, LLC | 0.06% | No change | 1,402 | $266K |
| One Charles Private Wealth Services, LLC | 0.07% | Reduce -3.6% | 1,399 | $265K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -4.6% | 1,343 | $265K |
| Praetorian Wealth Management, Inc. | 0.05% | New | 1,383 | $262K |
| Tortoise Investment Management, LLC | 0.02% | No change | 1,375 | $260K |
| Apollon Wealth Management, LLC | 0.00% | Add +4.6% | 1,373 | $260K |
| Invst, LLC | 0.03% | Reduce -3.4% | 1,373 | $260K |
| RBA Wealth Management, LLC | 0.09% | Reduce -5.1% | 1,369 | $259K |
| Debussy Capital Management LP | 0.04% | Add +4.1% | 1,352 | $256K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -11.0% | 1,355 | $256K |
| JMG Financial Group, Ltd. | 0.01% | No change | 1,342 | $254K |
| Garden State Investment Advisory Services LLC | 0.06% | Add +9.3% | 1,331 | $252K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 1,325 | $251K |
| Fearless Solutions, LLC dba Best Invest | 0.16% | No change | 1,324 | $251K |
| Heritage Financial Services, LLC | 0.02% | No change | 1,314 | $249K |
| Weaver Consulting Group | 0.06% | No change | 1,307 | $248K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +7.0% | 1,305 | $247K |
| Powers Advisory Group, LLC | 0.10% | Add +0.6% | 1,276 | $242K |
| First PREMIER Bank | 0.05% | No change | 1,255 | $238K |
| Summit Financial Strategies, Inc. | 0.02% | No change | 1,254 | $238K |
| Patten & Patten Inc. | 0.01% | No change | 1,251 | $237K |
| Poehling Capital Management, INC. | 0.05% | Reduce -35.9% | 1,250 | $237K |
| Optima Capital LLC | 0.11% | Reduce -62.3% | 1,239 | $235K |
| Wedmont Private Capital | 0.01% | No change | 1,199 | $234K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -8.9% | 1,229 | $233K |
| Kirkwood Financial Services | 0.09% | — | 1,224 | $232K |
| Moseley Investment Management Inc. | 0.07% | No change | 1,221 | $231K |
| Vermillion Wealth Management, Inc. | 0.06% | Add +0.2% | 1,220 | $231K |
| Guardian Asset Advisors, LLC | 0.12% | Add +4.8% | 1,197 | $227K |
| One Day In July LLC | 0.02% | Reduce -0.1% | 1,190 | $225K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.10% | No change | 1,179 | $223K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -25.6% | 1,173 | $222K |
| Pacific Sun Financial Corp | 0.11% | No change | 1,170 | $222K |
| Advantage Trust Co | 0.10% | No change | 1,169 | $221K |
| Gotham Asset Management | 0.00% | No change | 1,159 | $220K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 1,157 | $219K |
| Ellis Investment Partners, LLC | 0.04% | Reduce -0.5% | 1,153 | $219K |
| Vawter Financial, Ltd. | 0.10% | New | 1,150 | $218K |
| Howard Capital Management, LLC | 0.00% | No change | 1,149 | $218K |
| Optimist Retirement Group LLC | 0.10% | Add +0.3% | 1,148 | $217K |
| Woodmont Investment Counsel LLC | 0.01% | Reduce -49.0% | 1,147 | $217K |
| BCS Wealth Management | 0.05% | No change | 1,145 | $217K |
| Mezzasalma Advisors, LLC | 0.06% | Add +0.6% | 1,141 | $216K |
| Carrera Capital Advisors | 0.04% | New | 1,137 | $215K |
| Madison Wealth Partners, Inc | 0.04% | New | 1,122 | $213K |
| Latitude Advisors, LLC | 0.10% | New | 1,119 | $212K |
| Massachusetts Wealth Management | 0.10% | New | 1,100 | $208K |
| Brown Advisory Inc. | 0.00% | New | 1,100 | $208K |
| North Star Investment Management Corp. | 0.01% | Reduce -7.0% | 1,098 | $208K |
| Fortis Capital Advisors, LLC | 0.03% | New | 1,089 | $206K |
| Wedbush Securities Inc. | 0.01% | New | 1,087 | $206K |
| Evoke Wealth, LLC | 0.00% | New | 1,081 | $205K |
| Bolthouse Investments, LLC | 0.18% | New | 1,077 | $204K |
| Modern Wealth Management, LLC | 0.00% | Reduce -26.2% | 1,069 | $203K |
| Family Investment Center, Inc. | 0.04% | New | 1,066 | $202K |
| Spinnaker Investment Group, LLC | 0.04% | New | 1,066 | $202K |
| Goelzer Investment Management, Inc. | 0.01% | New | 1,057 | $200K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $193K |
| Medallion Wealth Advisors, LLC | 0.07% | No change | 1,005 | $190K |
| VSM Wealth Advisory, LLC | 0.06% | Reduce -3.1% | 1,001 | $190K |
| Coston, McIsaac & Partners | 0.04% | Add +0.6% | 980 | $185K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 941 | $178K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -1.8% | 927 | $176K |
| CIBC Private Wealth Group LLC | 0.00% | Add +26.3% | 926 | $175K |
| Franklin Resources Inc. | 0.00% | Reduce -30.8% | 922 | $175K |
| Pacific Center for Financial Services | 0.04% | No change | 918 | $174K |
| Mather Group, Llc. | 0.00% | New | 906 | $172K |
| Basso Capital Management, L.P. | 0.11% | No change | 902 | $171K |
| Caldwell Trust Co | 0.02% | No change | 892 | $169K |
| Cape Investment Advisory, Inc. | 0.15% | Reduce -31.8% | 831 | $157K |
| Financial Perspectives, Inc | 0.04% | No change | 828 | $157K |
| Center for Financial Planning, Inc. | 0.02% | Add +108.8% | 783 | $148K |
| Hurley Capital, LLC | 0.08% | Add +0.1% | 762 | $144K |
| Progressive Investment Management Corp | 0.03% | No change | 700 | $133K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 700 | $133K |
| Colony Family Offices, LLC | 0.03% | No change | 630 | $119K |
| Paladin Advisory Group, LLC | 0.09% | Add +116.1% | 605 | $115K |
| Blue Trust, Inc. | 0.00% | Reduce -2.0% | 590 | $112K |
| Bokf, NA | 0.00% | Reduce -28.1% | 577 | $109K |
| Boyd Watterson Asset Management LLC | 0.03% | No change | 550 | $104K |
| Bellevue Asset Management, LLC | 0.05% | Add +0.2% | 528 | $100K |
| Financial Consulate, Inc. | 0.01% | New | 516 | $98K |
| Valley National Advisers Inc. | 0.01% | No change | 500 | $94K |
| Angeles Wealth Management, LLC | 0.01% | No change | 488 | $92K |
| Russell Investments Group, Ltd. | 0.00% | Add +12.2% | 480 | $91K |
| Robbins Farley | 0.04% | Add +84.7% | 471 | $89K |
| Signaturefd, LLC | 0.00% | Add +4.0% | 470 | $89K |
| St Germain D J Co. Inc. | 0.00% | No change | 460 | $87K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -7.8% | 451 | $85K |
| Bogart Wealth, LLC | 0.00% | No change | 448 | $85K |
| Crewe Advisors LLC | 0.01% | No change | 433 | $82K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Reduce -18.8% | 432 | $82K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 420 | $80K |
| Colonial Trust Co / SC | 0.01% | No change | 420 | $80K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | Add +0.7% | 407 | $77K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.5% | 404 | $77K |
| Inlight Wealth Management, LLC | 0.04% | Reduce -24.4% | 400 | $76K |
| GAMMA Investing LLC | 0.00% | No change | 383 | $73K |
| Westfuller Advisors, LLC | 0.03% | New | 382 | $72K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 375 | $71K |
| True Wealth Design, LLC | 0.02% | No change | 348 | $66K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.6% | 345 | $65K |
| City Holding Co. | 0.01% | No change | 345 | $65K |
| Jackson Hole Capital Partners, LLC | 0.01% | Add +284.1% | 338 | $64K |
| Smithfield Trust Co | 0.00% | No change | 325 | $62K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -3.9% | 322 | $61K |
| Lanark Financial, Inc. | 0.00% | Add +96.9% | 317 | $60K |
| Howe & Rusling Inc. | 0.00% | Reduce -68.8% | 310 | $59K |
| Hopwood Financial Services, Inc. | 0.04% | No change | 305 | $58K |
| Davis Capital Management | 0.04% | — | 304 | $58K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 300 | $57K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.1% | 283 | $55K |
| Barrett & Company, Inc. | 0.02% | No change | 275 | $52K |
| ORG Partners LLC | 0.01% | No change | 275 | $52K |
| Capital Analysts, LLC | 0.00% | Add +245.0% | 276 | $52K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 273 | $52K |
| KERR FINANCIAL PLANNING Corp | 0.07% | — | 261 | $51K |
| Blume Capital Management, Inc. | 0.01% | Reduce -5.6% | 255 | $48K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 250 | $47K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 248 | $47K |
| Main Street Group, LTD | 0.01% | No change | 245 | $46K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 244 | $46K |
| Ulland Investment Advisors, LLC | 0.03% | No change | 245 | $46K |
| Barclays PLC | 0.00% | New | 212 | $40K |
| NBT Bank, N.A. | 0.00% | Reduce -18.5% | 189 | $38K |
| Imprint Wealth LLC | 0.12% | — | 198 | $38K |
| Smartleaf Asset Management LLC | 0.00% | No change | 197 | $37K |
| McIlrath & Eck, LLC | 0.00% | No change | 195 | $37K |
| Nova Wealth Management, Inc. | 0.03% | Reduce -3.0% | 193 | $37K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +0.5% | 192 | $36K |
| Maseco LLP | 0.00% | Add +0.5% | 191 | $36K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Add +9.1% | 191 | $36K |
| United Community Bank | 0.01% | No change | 190 | $36K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 188 | $36K |
| Twin Lakes Capital Management, LLC | 0.02% | No change | 175 | $33K |
| TD Private Client Wealth LLC | 0.00% | Add +5.6% | 171 | $32K |
| Golden State Wealth Management, LLC | 0.00% | No change | 170 | $32K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 167 | $32K |
| Global Wealth Strategies & Associates | 0.01% | New | 164 | $31K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -45.5% | 162 | $31K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 158 | $30K |
| Citizens National Bank Trust Department | 0.01% | No change | 152 | $29K |
| Sound Income Strategies, LLC | 0.00% | Add +54.4% | 139 | $27K |
| Larson Financial Group LLC | 0.00% | No change | 143 | $27K |
| Minot DeBlois Advisors LLC | 0.02% | No change | 136 | $26K |
| Raffa Wealth Management, LLC | 0.00% | No change | 130 | $25K |
| National Bank of Canada | 0.00% | Reduce -12.4% | 127 | $24K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 125 | $24K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 122 | $23K |
| Parkside Financial Bank & Trust | 0.00% | No change | 114 | $22K |
| Clearstead Trust, LLC | 0.00% | No change | 106 | $20K |
| Hanson & Doremus Investment Management | 0.00% | No change | 108 | $20K |
| Rossby Financial, LCC | 0.01% | No change | 101 | $19K |
| Key Financial Inc | 0.00% | Add +143.9% | 100 | $19K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 100 | $19K |
| Dagco, Inc. | 0.00% | No change | 100 | $19K |
| Crews Bank & Trust | 0.00% | No change | 100 | $19K |
| Bfsg, LLC | 0.00% | No change | 100 | $19K |
| First United Bank & Trust | 0.01% | No change | 90 | $17K |
| Bank of New Hampshire | 0.00% | No change | 90 | $17K |
| Millstone Evans Group, LLC | 0.01% | No change | 89 | $17K |
| POM Investment Strategies, LLC | 0.01% | No change | 81 | $15K |
| Tower View Wealth Management LLC | 0.01% | Add +1.3% | 81 | $15K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 80 | $15K |
| Addison Advisors LLC | 0.00% | No change | 75 | $14K |
| Cloud Capital Management, LLC | 0.01% | New | 75 | $14K |
| Salem Investment Counselors Inc. | 0.00% | No change | 70 | $13K |
| Asset Dedication, LLC | 0.00% | Reduce -5.5% | 69 | $13K |
| Monetary Management Group Inc. | 0.00% | No change | 68 | $13K |
| Community Bank, N.A. | 0.00% | No change | 65 | $12K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 63 | $12K |
| Strategic Advocates LLC | 0.00% | New | 62 | $12K |
| Deutsche Bank AG | 0.00% | No change | 59 | $11K |
| Windsor Advisory Group, LLC | 0.01% | New | 56 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -21.7% | 54 | $10K |
| Peachtree Investment Partners, LLC | 0.00% | Reduce -37.5% | 50 | $9K |
| TD Capital Management LLC | 0.00% | No change | 50 | $9K |
| New Millennium Group LLC | 0.00% | No change | 44 | $8K |
| AllSquare Wealth Management LLC | 0.00% | No change | 40 | $8K |
| WPG Advisers, LLC | 0.01% | No change | 39 | $7K |
| Gould Capital, LLC | 0.00% | No change | 31 | $6K |
| Adirondack Trust Co. | 0.00% | No change | 30 | $6K |
| Gen-Wealth Partners Inc | 0.00% | No change | 29 | $5K |
| Westside Investment Management, Inc. | 0.00% | No change | 27 | $5K |
| Dogwood Wealth Management LLC | 0.00% | No change | 25 | $5K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 22 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 20 | $4K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 18 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 15 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -40.0% | 15 | $3K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 12 | $2K |
| Noble Wealth Management PBC | 0.00% | — | 11 | $2K |
| Hantz Financial Services, Inc. | 0.00% | New | 13 | $2K |
| Integrity Financial Corp | 0.00% | Add +14.3% | 8 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 5 | $947 |
| Transce3nd, LLC | 0.00% | Reduce -99.9% | 3 | $432 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -95.2% | 1 | $45 |
"% of holder's portfolio" is VPU's weight in each manager's 13F, not the share of Vanguard Utilities ETF the manager owns.