Vanguard Utilities ETFVPUETF
13F holders, Q4 2025 (December 31)666holders +42
46new positions
28sold out
2famous investors
$185.71avg. 13F price*
At the end of Q4 2025, 666 institutions reported holding Vanguard Utilities ETF (VPU) in their 13F filings, up 42 from Q3 2025. 46 opened new positions and 28 sold out. The largest holders were Morgan Stanley ($212.0M), Bank of America Corp. ($185.8M) and LPL Financial LLC ($165.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $37.7M |
| Exits | 28 | $35.4M |
All 13F filers, Q3 2025 → Q4 2025: 1,171,151 shares bought and 500,739 shares sold, net +670,412 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 666 holders
| Morgan Stanley | 0.01% | Add +3.4% | 1,145,923 | $212.0M |
| Bank of America Corp. | 0.01% | Reduce -0.2% | 1,003,873 | $185.8M |
| LPL Financial LLC | 0.05% | Add +7.3% | 893,163 | $165.3M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +3.1% | 679,099 | $125.7M |
| Beacon Capital Management, Inc. | 5.58% | Reduce -11.8% | 563,909 | $104.3M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -11.3% | 459,818 | $85.1M |
| Empower Advisory Group, LLC | 0.21% | Add +10.5% | 411,752 | $76.2M |
| Wells Fargo & Company | 0.01% | Add +16.6% | 400,718 | $74.1M |
| UBS Group AG | 0.01% | Add +21.8% | 344,439 | $63.7M |
| Ameriprise Financial Inc. | 0.01% | Add +14.8% | 341,238 | $63.2M |
| Osaic Holdings, Inc. | 0.06% | Reduce -1.0% | 230,614 | $42.7M |
| Captrust Financial Advisors | 0.08% | Reduce -0.6% | 227,153 | $42.0M |
| Raymond James Financial Inc. | 0.01% | Add +11.5% | 219,551 | $40.6M |
| Royal Bank of Canada | 0.01% | Add +8.1% | 211,919 | $39.2M |
| PGIM Custom Harvest LLC | 0.58% | Add +8.1% | 211,596 | $39.2M |
| Rockefeller Capital Management L.P. | 0.07% | Add +1.5% | 203,334 | $37.6M |
| Cetera Investment Advisers | 0.04% | Add +0.1% | 185,382 | $34.3M |
| Commonwealth Equity Services, LLC | 0.05% | Add +2.2% | 184,217 | $34.1M |
| Ameritas Advisory Services, LLC | 0.85% | Add +1819.8% | 122,135 | $22.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +1.9% | 119,941 | $22.2M |
| Stifel Financial Corp. | 0.02% | Add +0.6% | 105,792 | $19.6M |
| Corient Private Wealth LP | 0.03% | Add +418.8% | 105,285 | $19.5M |
| Creative Financial Designs Inc. | 1.21% | Add +4.1% | 103,672 | $19.2M |
| MML Investors Services, LLC | 0.05% | Add +21.3% | 103,107 | $19.1M |
| Patriot Investment Management Group, Inc. | 1.09% | Add +0.8% | 93,167 | $17.2M |
| Allied Investment Advisors, LLC | 2.53% | Reduce -0.3% | 88,342 | $16.3M |
| JPMorgan Chase & Co. | 0.00% | Add +13.6% | 86,240 | $16.0M |
| Federation des caisses Desjardins du Quebec | 0.06% | Reduce -0.9% | 85,990 | $15.9M |
| Unconventional Investor, LLC | 7.05% | Reduce -3.0% | 80,177 | $14.8M |
| Quadrature Capital Ltd | 0.15% | New | 79,615 | $14.7M |
| BNP Paribas Financial Markets | 0.01% | Reduce -1.1% | 76,651 | $14.2M |
| Lido Advisors, LLC | 0.05% | Add +6.1% | 70,379 | $13.2M |
| SWAN Capital LLC | 4.46% | Add +10.4% | 62,019 | $11.5M |
| Private Advisor Group, LLC | 0.05% | Reduce -4.3% | 61,737 | $11.4M |
| Nelson Capital Management, LLC | 1.33% | Add +1.5% | 61,406 | $11.4M |
| Cerity Partners LLC | 0.02% | Reduce -0.7% | 59,799 | $11.1M |
| Vestor Capital, LLC | 0.90% | Reduce -99.0% | 580 | $10.7M |
| Blair William & Co. | 0.03% | Add +0.8% | 57,412 | $10.6M |
| Pallas Capital Advisors LLC | 0.35% | Reduce -4.1% | 56,646 | $10.5M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -0.8% | 56,276 | $10.4M |
| American Investment Services, Inc. | 2.31% | Add +0.9% | 53,909 | $10.0M |
| HighTower Advisors, LLC | 0.01% | Add +3.7% | 52,028 | $9.6M |
| Goldstone Financial Group, LLC | 1.06% | Add +4.2% | 51,337 | $9.5M |
| Truist Financial Corp. | 0.01% | Reduce -4.4% | 50,388 | $9.3M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.7% | 47,297 | $8.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +133.1% | 46,315 | $8.6M |
| McIlrath & Eck, LLC | 0.73% | Add +21565.6% | 42,248 | $7.8M |
| Stratos Wealth Advisors, LLC | 0.37% | Add +4.4% | 40,943 | $7.6M |
| Greenline Partners, LLC | 0.86% | Add +8.2% | 40,610 | $7.5M |
| David Kennon Inc | 2.53% | Reduce -2.8% | 38,406 | $7.1M |
| Exchange Traded Concepts, LLC | 0.06% | Add +21.5% | 36,987 | $6.8M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +34.2% | 36,900 | $6.8M |
| Richmond Brothers, Inc. | 4.32% | Reduce -11.1% | 36,718 | $6.8M |
| KCM Investment Advisors LLC | 0.22% | Reduce -1.2% | 36,614 | $6.8M |
| Bryn Mawr Trust Advisors, LLC | 0.29% | Reduce -0.5% | 32,580 | $6.0M |
| Proficio Capital Partners LLC | 0.42% | Add +70.6% | 32,345 | $6.0M |
| Foundations Investment Advisors, LLC | 0.07% | Add +1.2% | 30,566 | $5.7M |
| Creative Planning | 0.00% | Add +12.3% | 30,444 | $5.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.4% | 29,809 | $5.5M |
| Jones Financial Companies LLLP | 0.00% | Add +44.6% | 29,128 | $5.4M |
| Farther Finance Advisors, LLC | 0.06% | Add +12.8% | 29,068 | $5.4M |
| Porter White Investment Advisors, Inc. | 2.18% | Add +0.5% | 28,769 | $5.3M |
| Hamilton Wealth, LLC | 1.01% | Add +5.0% | 28,581 | $5.3M |
| IFG Advisory, LLC | 0.22% | Add +0.0% | 27,621 | $5.1M |
| Harbour Investments, Inc. | 0.10% | Add +17.2% | 27,537 | $5.1M |
| Bard Associates Inc. | 1.28% | Add +24.8% | 26,886 | $5.0M |
| Dakota Wealth Management | 0.09% | Reduce -1.9% | 26,804 | $5.0M |
| Aspire Capital Advisors LLC | 1.15% | Reduce -0.6% | 26,569 | $4.9M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +142.9% | 26,389 | $4.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +9.1% | 26,036 | $4.8M |
| Moss Adams Wealth Advisors LLC | 0.34% | No change | 25,645 | $4.7M |
| Visionary Wealth Advisors | 0.21% | Add +1.3% | 24,671 | $4.6M |
| New England Private Wealth Advisors LLC | 0.56% | Add +0.7% | 24,198 | $4.5M |
| Apollon Financial, LLC | 0.64% | Add +9.6% | 23,843 | $4.4M |
| Venturi Wealth Management, LLC | 0.20% | New | 23,779 | $4.4M |
| Cwm, LLC | 0.01% | Add +420.7% | 23,499 | $4.3M |
| Atria Investments, Inc | 0.05% | Reduce -12.6% | 23,283 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +7.3% | 22,565 | $4.2M |
| M&T Bank Corp | 0.01% | Reduce -0.8% | 22,395 | $4.1M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -0.5% | 22,268 | $4.1M |
| MRA Advisory Group | 1.71% | Add +1.2% | 22,004 | $4.1M |
| Mariner, LLC | 0.00% | Add +9.7% | 21,479 | $4.0M |
| Legacy Financial Group LLC | 0.48% | New | 20,687 | $3.9M |
| Mittelman Wealth Management | 2.50% | Add +32.5% | 20,814 | $3.9M |
| Wilmington Savings Fund Society, FSB | 0.09% | Reduce -1.7% | 20,187 | $3.7M |
| Tranquilli Financial Advisor LLC | 2.12% | Reduce -3.5% | 19,774 | $3.7M |
| DMKC Advisory Services, LLC | 1.60% | Add +10.8% | 19,757 | $3.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.8% | 19,077 | $3.5M |
| Sterling Investment Advisors, Ltd. | 0.65% | No change | 18,982 | $3.5M |
| J.W. Cole Advisors, Inc. | 0.09% | Reduce -1.5% | 19,543 | $3.5M |
| White Lighthouse Investment Management Inc. | 0.48% | Reduce -0.3% | 18,674 | $3.5M |
| Strengthening Families & Communities, LLC | 1.20% | Add +8.0% | 18,256 | $3.4M |
| Ariston Services Group | 1.96% | Reduce -0.2% | 18,085 | $3.3M |
| Capital Investment Advisory Services, LLC | 0.23% | Add +4.0% | 17,741 | $3.3M |
| Reality Financial Planning Services, LLC | 3.12% | — | 17,584 | $3.3M |
| Sigma Planning Corp | 0.09% | Add +6.5% | 28,769 | $3.2M |
| O'ROURKE & COMPANY, Inc | 1.20% | Add +29.3% | 16,719 | $3.1M |
| Wealthspire Advisors, LLC | 0.02% | No change | 16,650 | $3.1M |
| Comprehensive Money Management Services LLC | 2.10% | Reduce -0.8% | 16,455 | $3.0M |
| Quantinno Capital Management LP | 0.01% | Add +4.3% | 16,419 | $3.0M |
| Independent Financial Group, LLC | 0.07% | Add +3.7% | 16,059 | $3.0M |
| Western Wealth Management, LLC | 0.14% | Add +1008.4% | 16,028 | $3.0M |
| Pinnacle Wealth Management Group, Inc. | 1.41% | Add +1.9% | 15,284 | $2.8M |
| Banque Cantonale Vaudoise | 0.10% | Reduce -0.4% | 15,242 | $2.8M |
| Royal Fund Management, LLC | 0.26% | Add +27.2% | 15,123 | $2.8M |
| Praetorian Wealth Management, Inc. | 0.55% | Add +991.5% | 15,095 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Add +21.2% | 14,531 | $2.7M |
| Adams Wealth Management | 0.57% | Add +0.1% | 14,444 | $2.7M |
| CacheTech Inc. | 0.50% | Add +0.1% | 14,444 | $2.7M |
| FMR LLC | 0.00% | Add +5.1% | 14,372 | $2.7M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +8.9% | 14,215 | $2.6M |
| Glassy Mountain Advisors, Inc. | 0.79% | Reduce -3.3% | 14,165 | $2.6M |
| &partners | 0.01% | Add +32.3% | 14,132 | $2.6M |
| Blueprint Investment Partners LLC | 0.28% | Reduce -0.2% | 14,122 | $2.6M |
| United Capital Financial Advisors, LLC | 0.02% | Add +35.5% | 14,119 | $2.6M |
| Blueprint Financial Advisors LLC | 0.40% | Reduce -0.2% | 14,059 | $2.6M |
| Main Street Financial Solutions, LLC | 0.19% | Add +15.7% | 14,023 | $2.6M |
| Madden Advisory Services, Inc. | 1.04% | Add +1.2% | 14,000 | $2.6M |
| Waverly Advisors, LLC | 0.02% | Add +18.9% | 13,990 | $2.6M |
| FFG Retirement Advisors LLC | 1.60% | Reduce -3.3% | 13,937 | $2.6M |
| Altfest L J & Co. Inc. | 0.28% | Reduce -4.9% | 13,808 | $2.6M |
| Fifth Third Bancorp | 0.01% | Add +1.9% | 13,769 | $2.5M |
| Citadel Advisors | 0.00% | New | 13,714 | $2.5M |
| Mgo One Seven LLC | 0.05% | Add +113.1% | 13,694 | $2.5M |
| WBH Advisory Inc. | 0.19% | Reduce -1.4% | 13,570 | $2.5M |
| MassMutual Private Wealth & Trust, FSB | 0.06% | Reduce -4.1% | 13,502 | $2.5M |
| Dumont & Blake Investment Advisors LLC | 0.59% | Add +0.0% | 13,200 | $2.4M |
| Bigelow Investment Advisors, LLC | 0.95% | Add +6.7% | 13,188 | $2.4M |
| Raab & Moskowitz Asset Management LLC | 0.53% | Reduce -0.7% | 12,975 | $2.4M |
| Summit Financial, LLC | 0.04% | Add +64.0% | 12,967 | $2.4M |
| Dougherty & Associates, LLC | 2.11% | — | 12,747 | $2.4M |
| BlackRock, Inc. | 0.00% | Add +80.6% | 12,126 | $2.2M |
| Flagstar Securities, Inc. | 0.75% | Reduce -1.2% | 12,040 | $2.2M |
| Fifth Third Securities, Inc. | 0.14% | Add +1.1% | 11,939 | $2.2M |
| Fiduciary Trust Co | 0.02% | No change | 11,538 | $2.1M |
| Brookstone Capital Management | 0.02% | Add +29.1% | 11,529 | $2.1M |
| Focus Partners Wealth | 0.00% | Add +4.5% | 11,510 | $2.1M |
| Joel Isaacson & Co., LLC | 0.07% | Add +0.1% | 11,406 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.9% | 11,067 | $2.0M |
| Connecticut Wealth Management, LLC | 0.09% | Add +15.9% | 10,931 | $2.0M |
| Retirement Planning Group, LLC | 0.06% | Add +8.8% | 10,508 | $1.9M |
| Guidance Point Advisors, LLC | 0.46% | Add +3.4% | 10,428 | $1.9M |
| Castle Rock Wealth Management, LLC | 0.42% | Add +2.7% | 10,306 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -1.4% | 10,308 | $1.9M |
| Equitable Holdings, Inc. | 0.01% | Add +25.5% | 10,085 | $1.9M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -7.6% | 10,054 | $1.9M |
| Intrinsic Edge Capital Management LLC | 0.36% | No change | 10,000 | $1.9M |
| Strategic Investment Solutions, Inc. | 0.44% | Add +15.0% | 9,848 | $1.8M |
| Compass Ion Advisors, LLC | 0.17% | Reduce -2.0% | 9,744 | $1.8M |
| AlphaCore Capital LLC | 0.04% | Add +0.7% | 9,728 | $1.8M |
| Accel Wealth Management | 0.49% | Reduce -1.8% | 9,692 | $1.8M |
| CoreCap Advisors, LLC | 0.06% | Add +8.6% | 9,631 | $1.8M |
| Hershey Financial Advisers, LLC | 1.50% | Reduce -3.7% | 9,560 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -17.3% | 9,298 | $1.7M |
| Assetmark, Inc. | 0.00% | Add +49.7% | 9,106 | $1.7M |
| Stapp Wealth Management, PLLC | 2.17% | Add +1.3% | 9,105 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.0% | 9,077 | $1.7M |
| StoneX Group Inc. | 0.07% | Add +187.3% | 8,747 | $1.6M |
| Curran Financial Partners, LLC | 0.30% | Add +1.3% | 8,650 | $1.6M |
| Wealthfront Advisers LLC | 0.00% | Add +8.6% | 8,630 | $1.6M |
| Sharper & Granite LLC | 0.56% | Reduce -2.1% | 8,549 | $1.6M |
| Mutual Advisors, LLC | 0.03% | Reduce -0.4% | 8,388 | $1.6M |
| Calton & Associates, Inc. | 0.23% | Add +0.1% | 8,302 | $1.5M |
| Northern Trust Corp. | 0.00% | Add +11.1% | 8,089 | $1.5M |
| Sovereign Financial Group, Inc. | 0.27% | Add +1.7% | 8,089 | $1.5M |
| Wall Street Financial Group, Inc. | 1.08% | Add +2.1% | 8,024 | $1.5M |
| CENTRAL TRUST Co | 0.03% | No change | 8,009 | $1.5M |
| Old Second National Bank of Aurora | 0.30% | Reduce -1.1% | 7,991 | $1.5M |
| Calder Financial LLC | 1.44% | — | 7,932 | $1.5M |
| World Investment Advisors | 0.02% | Add +12.4% | 7,872 | $1.5M |
| Carl P. Sherr & Co., LLC | 0.65% | Add +1.1% | 7,732 | $1.5M |
| Principal Securities, Inc. | 0.02% | Add +0.5% | 7,822 | $1.4M |
| Glass Jacobson Investment Advisors llc | 0.52% | Reduce -2.0% | 7,758 | $1.4M |
| Founders Grove Wealth Partners, LLC | 0.32% | Reduce -1.3% | 7,712 | $1.4M |
| Trinity Legacy Partners, LLC | 0.33% | Add +1.5% | 7,697 | $1.4M |
| Heritage Trust Co | 0.14% | Reduce -3.2% | 7,693 | $1.4M |
| Kennedy Investment Group, Inc. | 0.54% | Reduce -1.9% | 7,678 | $1.4M |
| Jump Financial, LLC | 0.02% | New | 7,497 | $1.4M |
| Steel Grove Capital Advisors, LLC | 0.14% | Add +2.8% | 7,460 | $1.4M |
| Independent Family Office, LLC | 0.58% | No change | 7,450 | $1.4M |
| Bailard, Inc. | 0.03% | Reduce -0.8% | 7,427 | $1.4M |
| Joule Financial, LLC | 0.40% | Add +1.2% | 7,243 | $1.3M |
| Centaurus Financial, Inc. | 0.06% | Reduce -3.1% | 7,164 | $1.3M |
| Bluesphere Advisors LLC | 0.58% | Reduce -8.4% | 7,143 | $1.3M |
| Glen Eagle Advisors, LLC | 0.18% | Reduce -1.2% | 7,087 | $1.3M |
| Saxon Interests, Inc. | 0.46% | Add +29.8% | 7,075 | $1.3M |
| Bank of Montreal | 0.00% | Add +7.4% | 7,005 | $1.3M |
| Bonfire Financial | 0.96% | Add +3.3% | 6,963 | $1.3M |
| GTS Securities LLC | 0.04% | New | 6,792 | $1.3M |
| Laurel Oak Wealth Management, LLC | 0.21% | — | 6,780 | $1.3M |
| City State Bank | 0.33% | Reduce -1.7% | 6,536 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 6,486 | $1.2M |
| Charter Oak Capital Management, LLC | 0.09% | Reduce -0.1% | 6,431 | $1.2M |
| Comerica Bank | 0.00% | Add +25.4% | 6,407 | $1.2M |
| Peck Wealth Management, LLC | 1.11% | Reduce -2.2% | 6,358 | $1.2M |
| Allworth Financial LP | 0.00% | Reduce -8.0% | 6,310 | $1.2M |
| Sax Wealth Advisors, LLC | 0.05% | Reduce -2.6% | 6,198 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +0.4% | 6,121 | $1.1M |
| Woodward Diversified Capital, LLC | 0.52% | Reduce -0.8% | 6,116 | $1.1M |
| Piscataqua Savings Bank | 0.79% | No change | 6,061 | $1.1M |
| Baker Ellis Asset Management LLC | 0.13% | Reduce -6.5% | 6,030 | $1.1M |
| North Forty Two & Co. | 1.05% | Reduce -4.4% | 6,000 | $1.1M |
| McMillan Office, Inc. | 0.13% | — | 6,000 | $1.1M |
| Anchor Investment Management, LLC | 0.09% | Reduce -1.1% | 5,992 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.1% | 5,959 | $1.1M |
| Novak & Powell Financial Services, Inc. | 0.57% | No change | 5,954 | $1.1M |
| Silverlake Wealth Management LLC | 0.25% | Add +0.1% | 5,900 | $1.1M |
| Citigroup Inc. | 0.00% | Reduce -7.2% | 5,887 | $1.1M |
| Cary Street Partners Financial LLC | 0.03% | Add +30.6% | 5,847 | $1.1M |
| Sulzberger Capital Advisors, Inc. | 1.09% | Add +24.6% | 5,832 | $1.1M |
| CX Institutional | 0.03% | Reduce -4.8% | 5,823 | $1.1M |
| Advisory Services Network, LLC | 0.01% | Add +1.1% | 5,740 | $1.1M |
| Altiora Financial Group, LLC | 0.18% | No change | 5,650 | $1.0M |
| Tranquility Partners, LLC | 0.37% | Reduce -0.9% | 5,549 | $1.0M |
| IFP Advisors, Inc | 0.02% | Add +10.9% | 5,463 | $1.0M |
| First Bancorp, Inc | 0.53% | Reduce -3.5% | 5,431 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +9.1% | 5,411 | $1.0M |
| Elevation Point Wealth Partners, LLC | 0.05% | Add +42.4% | 5,386 | $997K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -4.4% | 5,381 | $996K |
| Winebrenner Capital Management LLC | 0.65% | Reduce -0.5% | 5,242 | $970K |
| CreativeOne Wealth, LLC | 0.02% | Add +191.4% | 5,224 | $967K |
| RFG Advisory, LLC | 0.02% | Add +189.5% | 5,211 | $964K |
| PFG Advisors | 0.05% | Reduce -23.7% | 5,210 | $964K |
| Oppenheimer & Co. Inc. | 0.01% | Add +42.5% | 5,168 | $956K |
| Camelot Portfolios, LLC | 0.59% | Reduce -1.2% | 5,163 | $955K |
| Compound Planning, Inc. | 0.03% | Add +6.4% | 5,135 | $950K |
| Gibraltar Capital Management, Inc. | 0.16% | No change | 5,105 | $945K |
| Rothschild Investment LLC | 0.05% | Add +15.8% | 5,085 | $941K |
| SBI Securities Co., Ltd. | 0.02% | Add +3.4% | 5,058 | $936K |
| Sanctuary Advisors, LLC | 0.01% | Add +184.9% | 5,035 | $932K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +40.4% | 5,031 | $931K |
| Maltin Wealth Management, Inc. | 0.37% | Add +9.1% | 5,016 | $928K |
| Navis Wealth Advisors, LLC | 0.39% | No change | 5,000 | $925K |
| Spire Wealth Management | 0.03% | Reduce -1.2% | 4,986 | $923K |
| Neuberger Berman Group LLC | 0.00% | Reduce -53.4% | 4,938 | $914K |
| Tiaa Trust, National Association | 0.00% | Add +0.9% | 4,882 | $903K |
| Sweeney & Michel, LLC | 0.27% | Add +0.1% | 4,664 | $901K |
| Wealthspire Retirement, LLC | 0.05% | Add +5.3% | 4,852 | $898K |
| Founders Financial Alliance, LLC | 0.17% | Reduce -0.4% | 4,807 | $889K |
| Tudor Financial Inc. | 0.45% | Add +9.1% | 4,708 | $871K |
| V2 Financial group LLC | 0.43% | Reduce -2.1% | 4,700 | $870K |
| Prospera Financial Services Inc | 0.01% | Add +50.5% | 4,682 | $867K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -74.4% | 4,638 | $858K |
| Merit Financial Group, LLC | 0.01% | Add +8.6% | 4,556 | $843K |
| First Financial Corp. | 0.32% | Reduce -1.4% | 4,556 | $843K |
| Ignite Planners, LLC | 0.13% | Add +16.6% | 4,457 | $838K |
| Focus Financial Network, Inc. | 0.03% | Add +102.1% | 4,510 | $835K |
| Brookwood Investment Group LLC | 0.10% | Reduce -3.6% | 4,458 | $825K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.2% | 4,447 | $823K |
| Hancock Whitney Corp. | 0.01% | No change | 4,442 | $822K |
| Choate Investment Advisors | 0.02% | No change | 4,382 | $811K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -2.9% | 4,376 | $810K |
| Institute for Wealth Management, LLC. | 0.09% | Add +5.3% | 4,331 | $801K |
| Cornerstone Planning, LLC | 0.19% | — | 4,325 | $801K |
| Stillwater Wealth Management Group | 0.54% | New | 4,326 | $800K |
| Choreo, LLC | 0.01% | Add +4.7% | 4,296 | $800K |
| Crusonia Wealth Advisors LLC | 0.17% | — | 4,296 | $795K |
| Arkadios Wealth Advisors | 0.02% | Add +202.0% | 4,273 | $791K |
| Interactive Financial Advisors, Inc. | 0.51% | Reduce -4.7% | 4,265 | $789K |
| US Bancorp \de | 0.00% | Add +57.8% | 4,220 | $781K |
| EP Wealth Advisors, LLC | 0.00% | — | 4,217 | $780K |
| IHT Wealth Management, LLC | 0.02% | Reduce -2.7% | 4,198 | $777K |
| River Street Advisors LLC | 0.29% | Reduce -2.3% | 4,179 | $773K |
| Meridian Wealth Management, LLC | 0.03% | Add +1.5% | 4,153 | $768K |
| McAdam, LLC | 0.03% | Add +14.8% | 4,108 | $760K |
| Investment Advisory Services Inc. /TX | 0.24% | No change | 4,108 | $760K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.2% | 4,103 | $759K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -36.8% | 4,029 | $746K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 4,007 | $741K |
| Matrix Trust Co | 0.12% | Reduce -15.3% | 4,007 | $741K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -12.0% | 3,995 | $739K |
| Money Concepts Capital Corp. | 0.04% | Reduce -1.4% | 3,986 | $737K |
| Seamount Financial Group Inc. | 0.33% | Reduce -3.8% | 3,924 | $726K |
| Coldstream Capital Management Inc. | 0.01% | No change | 3,916 | $725K |
| BOS Asset Management, LLC | 0.19% | Reduce -44.4% | 3,906 | $723K |
| Advisors Capital Management, LLC | 0.01% | Add +0.6% | 3,859 | $714K |
| Foster Group, Inc. | 0.02% | Reduce -29.2% | 3,851 | $713K |
| MAI Capital Management | 0.00% | Add +9.6% | 3,848 | $712K |
| Christensen, King & Associates Investment Services, Inc. | 0.30% | Add +0.3% | 3,833 | $709K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.03% | — | 3,825 | $708K |
| LOM Asset Management Ltd | 0.20% | No change | 3,780 | $699K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +17.2% | 3,777 | $699K |
| Creekside Partners | 0.30% | Add +0.1% | 3,777 | $699K |
| American Trust | 0.06% | Reduce -1.5% | 3,774 | $698K |
| Essex Financial Services, Inc. | 0.04% | Add +0.3% | 3,675 | $680K |
| Cresset Asset Management, LLC | 0.00% | Add +1.1% | 3,630 | $672K |
| Investment Planning Advisors, Inc. | 0.19% | Add +0.4% | 3,619 | $670K |
| Apella Capital, LLC | 0.01% | Add +10.5% | 3,615 | $669K |
| OneAscent Financial Services LLC | 0.06% | Add +25.4% | 3,598 | $666K |
| Investor's Fiduciary Advisor Network, LLC | 0.14% | Add +2.6% | 3,538 | $654K |
| Valmark Advisers, Inc. | 0.01% | Reduce -15.0% | 3,533 | $654K |
| Park National Corp. | 0.02% | Reduce -12.6% | 3,422 | $633K |
| SHP Wealth Management | 0.05% | — | 3,382 | $626K |
| Axiom Financial Strategies, LLC | 0.26% | Add +29.9% | 3,337 | $617K |
| Asset One Wealth Management LLC | 0.08% | — | 3,329 | $617K |
| First Commonwealth Financial Corp | 0.10% | Reduce -3.1% | 3,328 | $616K |
| First National Bank of Omaha | 0.02% | New | 3,269 | $609K |
| PFG Investments, LLC | 0.03% | Reduce -1.6% | 3,290 | $609K |
| Flagship Wealth Advisors, LLC | 0.18% | Reduce -24.0% | 3,285 | $608K |
| National Wealth Management Group, LLC | 0.21% | Reduce -3.6% | 3,261 | $603K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +38.0% | 3,226 | $597K |
| BCM Advisors, LLC | 0.11% | Add +0.0% | 3,206 | $594K |
| QTR Family Wealth, LLC | 0.26% | Reduce -3.2% | 3,080 | $590K |
| Conrad Siegel Investment Advisors, Inc. | 0.11% | Reduce -3.9% | 3,165 | $586K |
| Thrivent Financial for Lutherans | 0.00% | Add +70.6% | 3,124 | $579K |
| International Assets Investment Management, LLC | 0.04% | Reduce -39.5% | 3,107 | $575K |
| Northwest Financial Advisors | 1.18% | Reduce -2.5% | 3,104 | $574K |
| Integrity Alliance, Llc. | 0.02% | Add +8.0% | 3,091 | $572K |
| Cross Staff Investments Inc | 0.31% | No change | 3,066 | $567K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 3,010 | $557K |
| Park Avenue Securities LLC | 0.00% | Add +5.8% | 3,009 | $557K |
| Evanson Asset Management, LLC | 0.03% | No change | 2,982 | $552K |
| Trek Financial, LLC | 0.03% | No change | 2,963 | $548K |
| Archford Capital Strategies, LLC | 0.06% | Reduce -42.3% | 2,954 | $547K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +102.2% | 2,952 | $546K |
| Caprock Group, LLC | 0.01% | Reduce -9.2% | 2,951 | $546K |
| First American Bank | 0.03% | Reduce -73.8% | 2,950 | $546K |
| Mission Wealth Management, LP | 0.01% | Add +0.9% | 2,931 | $542K |
| Northstar Group, Inc. | 0.07% | Reduce -1.7% | 2,870 | $531K |
| Meridian Financial Partners LLC | 0.21% | No change | 2,806 | $525K |
| Kovack Advisors, Inc. | 0.02% | Add +44.1% | 2,799 | $518K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.1% | 2,786 | $516K |
| D.A. Davidson & Co. | 0.00% | Add +12.4% | 2,775 | $514K |
| Hilton Head Capital Partners, LLC | 0.30% | — | 2,775 | $513K |
| Private Trust Co. NA | 0.04% | No change | 2,738 | $507K |
| Baird Financial Group, Inc. | 0.00% | Add +88.6% | 2,719 | $503K |
| DiNuzzo Private Wealth, Inc. | 0.05% | Add +1.4% | 2,706 | $501K |
| Colter Lewis Investment Partners LLC | 0.58% | — | 2,700 | $500K |
| Investment House LLC | 0.02% | No change | 2,700 | $500K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -1.6% | 2,689 | $498K |
| Aspen Wealth Strategies, LLC | 0.27% | Add +0.3% | 2,685 | $497K |
| Roman Butler Fullerton & Co. | 0.13% | No change | 2,663 | $495K |
| Autumn Glory Partners, LLC | 0.17% | Add +0.0% | 2,676 | $495K |
| Marin Bay Wealth Advisors, LLC | 0.28% | — | 2,669 | $494K |
| Ancora Advisors LLC | 0.01% | Reduce -17.6% | 2,662 | $493K |
| Silver Coast Investments LLC | 0.17% | Add +16.6% | 2,636 | $488K |
| Wealth Effects LLC | 0.15% | No change | 2,604 | $482K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -4.4% | 2,600 | $481K |
| Patton Albertson Miller Group, LLC | 0.06% | Reduce -0.9% | 2,600 | $481K |
| Xcelsior Advisor Partners LLC | 0.23% | — | 2,583 | $478K |
| Geneos Wealth Management Inc. | 0.01% | Add +20.4% | 2,575 | $476K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,504 | $463K |
| Northeast Investment Management | 0.02% | No change | 2,498 | $462K |
| Cherry Tree Wealth Management, LLC | 0.10% | Reduce -0.1% | 2,490 | $461K |
| Cora Capital Advisors LLC | 0.18% | Add +3.1% | 2,485 | $460K |
| Clarendon Private LLC | 0.39% | No change | 2,463 | $456K |
| Flputnam Investment Management Co. | 0.01% | New | 2,442 | $452K |
| Chemistry Wealth Management LLC | 0.08% | Add +0.0% | 2,420 | $448K |
| Churchill Financial Advisors, LLC | 0.14% | — | 2,415 | $447K |
| Coppell Advisory Solutions LLC | 0.04% | Add +8.3% | 2,399 | $447K |
| Elevate Wealth Advisory, Inc. | 0.30% | Add +12.5% | 2,398 | $444K |
| Harbor Asset Planning, Inc. | 0.38% | Add +29.4% | 2,371 | $439K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,364 | $437K |
| Flagship Private Wealth, LLC | 0.17% | Reduce -2.2% | 2,362 | $437K |
| Blackston Financial Advisory Group, LLC | 0.26% | Reduce -0.7% | 2,345 | $434K |
| Gotham Asset Management | 0.00% | Add +102.2% | 2,344 | $434K |
| Unified Investment Management | 0.44% | No change | 2,338 | $433K |
| Citizens Financial Group Inc. | 0.01% | Add +33.8% | 2,326 | $430K |
| Everstar Asset Management, LLC | 0.23% | No change | 2,300 | $426K |
| BCS Wealth Management | 0.04% | Add +100.0% | 2,290 | $424K |
| Smith, Moore & Co. | 0.03% | Add +8.1% | 2,281 | $422K |
| Sharp Wealth Advisory, LLC | 0.21% | No change | 2,275 | $421K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +0.2% | 2,260 | $418K |
| Bluespring Wealth Management, LLC | 0.04% | No change | 2,250 | $416K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +7.8% | 2,246 | $416K |
| Parallel Advisors, LLC | 0.01% | Add +3.0% | 2,219 | $411K |
| Global Retirement Partners, LLC | 0.01% | Reduce -0.5% | 2,203 | $408K |
| Csenge Advisory Group | 0.02% | Reduce -63.5% | 2,200 | $407K |
| Zevin Asset Management LLC | 0.05% | No change | 2,189 | $405K |
| FSA Advisors, Inc. | 0.28% | New | 2,166 | $401K |
| Houlihan Financial Resource Group, Ltd. | 0.15% | Add +37.0% | 2,128 | $398K |
| Continuum Advisory, LLC | 0.04% | No change | 2,112 | $391K |
| Hegarty Advisors, LLC | 0.34% | — | 2,112 | $390K |
| Hilltop Holdings Inc. | 0.02% | Reduce -70.8% | 2,094 | $387K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -5.0% | 2,081 | $385K |
| Simmons Bank | 0.03% | No change | 2,080 | $385K |
| AE Wealth Management LLC | 0.00% | Add +3.1% | 2,079 | $385K |
| Stonebridge Financial Planning Group, LLC | 0.14% | Add +9.8% | 2,078 | $385K |
| Caitlin John, LLC | 0.25% | Add +0.1% | 2,076 | $384K |
| Fulcrum Capital LLC | 0.08% | No change | 2,050 | $379K |
| Avior Wealth Management, LLC | 0.01% | Add +10.8% | 2,050 | $379K |
| One Capital Management, LLC | 0.01% | No change | 2,047 | $379K |
| Miramontes Capital, LLC | 0.13% | — | 2,019 | $374K |
| MontVue Capital Management, Inc. | 0.25% | No change | 2,017 | $373K |
| Washington Trust Advisors, Inc. | 0.03% | Add +0.5% | 1,997 | $369K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -25.7% | 1,986 | $367K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 1,979 | $366K |
| HUB Investment Partners, LLC | 0.01% | New | 1,968 | $364K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +58.6% | 1,949 | $361K |
| Modera Wealth Management, LLC | 0.00% | No change | 1,947 | $360K |
| Acorn Wealth Advisors, LLC | 0.11% | Reduce -0.6% | 1,941 | $359K |
| MLP3, LLC | 0.39% | — | 1,940 | $359K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | Add +0.3% | 1,925 | $356K |
| Level Four Advisory Services, LLC | 0.01% | Add +20.0% | 1,899 | $351K |
| Ballentine Partners, LLC | 0.00% | No change | 1,898 | $351K |
| Clearstead Advisors, LLC | 0.00% | Add +0.1% | 1,884 | $349K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -1.4% | 1,858 | $346K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -52.1% | 1,871 | $346K |
| McClarren Financial Advisors, Inc. | 0.21% | Add +32.3% | 1,910 | $346K |
| Stronghold Wealth Management L.L.C. | 0.51% | — | 1,860 | $344K |
| Atlas Capital Advisors Inc. | 0.04% | — | 1,837 | $340K |
| Peterson Wealth Advisors, LLC | 0.05% | New | 1,828 | $338K |
| Myecfo, LLC | 0.14% | Reduce -10.2% | 1,766 | $327K |
| Vawter Financial, Ltd. | 0.14% | Add +52.2% | 1,750 | $324K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 1,709 | $322K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -16.3% | 1,737 | $321K |
| Tyche Wealth Partners LLC | 0.05% | No change | 1,725 | $319K |
| Guardian Capital, LLC | 0.29% | — | 1,723 | $319K |
| Trust Co. of Vermont | 0.01% | No change | 1,715 | $317K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -43.7% | 1,709 | $316K |
| Swisher Financial Concepts, Inc. | 0.18% | Add +0.2% | 1,708 | $316K |
| Heritage Family Offices, LLP | 0.14% | No change | 1,700 | $315K |
| Glenmede Trust Co. NA | 0.00% | — | 1,698 | $314K |
| United Financial Planning Group LLC | 0.19% | No change | 1,691 | $313K |
| Financial Freedom, LLC | 0.16% | No change | 1,689 | $313K |
| Legacy Private Trust Co. | 0.02% | No change | 1,684 | $312K |
| Kellett Wealth Advisors, LLC | 0.18% | No change | 1,682 | $311K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -7.0% | 1,681 | $311K |
| Black Diamond Financial, LLC | 0.03% | New | 1,679 | $311K |
| Retirement Planning Co of New England, Inc. | 0.12% | Add +0.1% | 1,672 | $309K |
| Idaho Trust Co | 0.10% | Reduce -10.4% | 1,668 | $309K |
| OneAscent Wealth Management LLC | 0.10% | Add +8.4% | 1,656 | $306K |
| Panoramic Investment Advisors, LLC | 0.17% | Add +0.6% | 1,654 | $306K |
| Montag A & Associates Inc. | 0.01% | Add +1.2% | 1,652 | $306K |
| Wingate Wealth Advisors, Inc. | 0.17% | New | 1,645 | $304K |
| CVA Family Office, LLC | 0.04% | No change | 1,645 | $304K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.06% | New | 1,634 | $302K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | Reduce -2.0% | 1,630 | $302K |
| Dorato Capital Management | 0.22% | — | 1,595 | $299K |
| Solidarity Wealth, LLC | 0.06% | No change | 1,603 | $297K |
| Colonial River Investments, LLC | 0.11% | Add +5.3% | 1,593 | $295K |
| Susquehanna International Group, LLP | 0.00% | Reduce -86.8% | 1,584 | $293K |
| Roberts Wealth Advisors, LLC | 0.08% | Reduce -2.8% | 1,581 | $292K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 1,567 | $290K |
| Moneco Advisors, LLC | 0.02% | Reduce -4.6% | 1,550 | $287K |
| Johnson Financial Group, LLC | 0.02% | No change | 1,545 | $286K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 1,545 | $286K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.1% | 1,531 | $283K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +14.4% | 1,537 | $280K |
| Miller Financial Services LLC | 0.33% | No change | 1,500 | $278K |
| Arax Advisory Partners | 0.01% | New | 1,472 | $272K |
| PDS Planning, Inc | 0.02% | Add +0.7% | 1,468 | $272K |
| Cathy Pareto & Associates, Inc. | 0.19% | Add +0.3% | 1,463 | $271K |
| Mission Creek Capital Partners, Inc. | 0.05% | Reduce -0.6% | 1,461 | $270K |
| Avalon Trust Co | 0.02% | No change | 1,457 | $270K |
| Apollon Wealth Management, LLC | 0.00% | Add +5.8% | 1,453 | $269K |
| ZynergyRetirementPlanningLLC | 0.17% | No change | 1,452 | $269K |
| Laurel Wealth Advisors LLC | 0.04% | New | 1,450 | $268K |
| MKT Advisors LLC | 0.09% | Reduce -2.4% | 1,443 | $268K |
| Diversified Enterprises, LLC | 0.02% | No change | 1,446 | $268K |
| KDK Private Wealth Management, LLC | 0.23% | Reduce -3.3% | 1,446 | $268K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 1,441 | $267K |
| Eagle Harbor Asset Management Inc. | 0.22% | Add +0.1% | 1,435 | $265K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 1,433 | $265K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 1,408 | $261K |
| RBA Wealth Management, LLC | 0.09% | Add +2.3% | 1,400 | $259K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -1.1% | 1,390 | $259K |
| Cyndeo Wealth Partners, LLC | 0.01% | New | 1,396 | $258K |
| Garden State Investment Advisory Services LLC | 0.06% | Add +3.7% | 1,380 | $256K |
| Curtis Advisory Group, LLC | 0.05% | Reduce -1.8% | 1,377 | $255K |
| Tortoise Investment Management, LLC | 0.02% | No change | 1,375 | $254K |
| Thoroughbred Financial Services, LLC | 0.01% | Add +0.4% | 1,361 | $251K |
| Debussy Capital Management LP | 0.03% | No change | 1,352 | $250K |
| JMG Financial Group, Ltd. | 0.01% | No change | 1,342 | $248K |
| Christine Messmer PC | 0.16% | — | 1,340 | $248K |
| Savvy Advisors, Inc. | 0.01% | New | 1,333 | $247K |
| Jacobs Equity LLC | 0.24% | — | 1,333 | $247K |
| One Charles Private Wealth Services, LLC | 0.06% | Reduce -4.9% | 1,331 | $246K |
| Keebeck Wealth Management | 0.03% | New | 1,330 | $246K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 1,325 | $245K |
| Heritage Financial Services, LLC | 0.02% | No change | 1,314 | $243K |
| Weaver Consulting Group | 0.06% | No change | 1,307 | $242K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -0.7% | 1,296 | $240K |
| Savant Capital, LLC | 0.00% | New | 1,294 | $239K |
| Guardian Asset Advisors, LLC | 0.12% | Add +7.5% | 1,287 | $238K |
| Powers Advisory Group, LLC | 0.09% | Add +0.7% | 1,285 | $238K |
| CIBC Private Wealth Group LLC | 0.00% | Add +38.3% | 1,281 | $237K |
| Ankerstar Wealth, LLC | 0.24% | — | 1,277 | $236K |
| Invst, LLC | 0.03% | Reduce -7.8% | 1,266 | $234K |
| Summit Financial Strategies, Inc. | 0.02% | No change | 1,254 | $232K |
| First PREMIER Bank | 0.05% | No change | 1,255 | $232K |
| Patten & Patten Inc. | 0.01% | No change | 1,251 | $231K |
| Poehling Capital Management, INC. | 0.05% | No change | 1,250 | $231K |
| Vise Technologies, Inc. | 0.00% | New | 1,241 | $230K |
| Spectrum Investment Advisors, Inc. | 0.11% | New | 1,228 | $227K |
| RCW Management, LLC | 0.23% | — | 1,226 | $227K |
| Vermillion Wealth Management, Inc. | 0.09% | Add +0.3% | 1,223 | $226K |
| Moseley Investment Management Inc. | 0.07% | No change | 1,221 | $226K |
| Rialto Wealth Management, LLC | 0.05% | Reduce -16.5% | 1,216 | $225K |
| Franklin Resources Inc. | 0.00% | Add +31.4% | 1,212 | $224K |
| Bernicke Wealth Management, Ltd. | 0.03% | — | 1,207 | $223K |
| One Day In July LLC | 0.02% | No change | 1,190 | $220K |
| Wedmont Private Capital | 0.01% | No change | 1,199 | $218K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.09% | No change | 1,179 | $218K |
| Kirkwood Financial Services | 0.08% | Reduce -3.8% | 1,177 | $218K |
| CWA Asset Management Group, LLC | 0.01% | No change | 1,173 | $217K |
| Pacific Sun Financial Corp | 0.10% | No change | 1,170 | $216K |
| Advantage Trust Co | 0.10% | No change | 1,169 | $216K |
| Mezzasalma Advisors, LLC | 0.05% | Add +0.8% | 1,150 | $214K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 1,157 | $214K |
| Fearless Solutions, LLC dba Best Invest | 0.13% | Reduce -12.8% | 1,154 | $214K |
| Optimist Retirement Group LLC | 0.10% | Add +0.4% | 1,153 | $213K |
| Howard Capital Management, LLC | 0.00% | No change | 1,149 | $213K |
| Woodmont Investment Counsel LLC | 0.01% | No change | 1,147 | $212K |
| Carrera Capital Advisors | 0.04% | Add +0.3% | 1,141 | $211K |
| Madison Wealth Partners, Inc | 0.04% | Add +0.7% | 1,130 | $209K |
| Ellis Investment Partners, LLC | 0.04% | Reduce -2.2% | 1,128 | $209K |
| Cape Investment Advisory, Inc. | 0.06% | Add +35.5% | 1,126 | $208K |
| Latitude Advisors, LLC | 0.09% | No change | 1,119 | $207K |
| Sage Financial Group Inc. | 0.01% | New | 1,110 | $205K |
| Integrated Advisors Network LLC | 0.01% | New | 1,107 | $205K |
| North Star Investment Management Corp. | 0.01% | Add +0.8% | 1,107 | $205K |
| Modern Wealth Management, LLC | 0.00% | Add +1.7% | 1,087 | $201K |
| Wedbush Securities Inc. | 0.01% | Add +0.1% | 1,088 | $201K |
| Evoke Wealth, LLC | 0.00% | No change | 1,081 | $200K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $186K |
| Medallion Wealth Advisors, LLC | 0.06% | No change | 1,005 | $186K |
| VSM Wealth Advisory, LLC | 0.06% | No change | 1,001 | $185K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 941 | $174K |
| Pacific Center for Financial Services | 0.04% | No change | 918 | $174K |
| Coston, McIsaac & Partners | 0.04% | Reduce -4.8% | 933 | $172K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 927 | $172K |
| Blue Trust, Inc. | 0.00% | Add +55.8% | 919 | $170K |
| Basso Capital Management, L.P. | 0.10% | No change | 902 | $167K |
| Caldwell Trust Co | 0.01% | No change | 892 | $165K |
| Financial Perspectives, Inc | 0.04% | No change | 828 | $153K |
| Center for Financial Planning, Inc. | 0.02% | No change | 783 | $145K |
| MidAtlantic Capital Management, Inc. | 0.09% | New | 777 | $144K |
| Hurley Capital, LLC | 0.08% | Add +0.3% | 764 | $141K |
| Progressive Investment Management Corp | 0.03% | No change | 700 | $130K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 700 | $130K |
| SageView Advisory Group, LLC | 0.00% | Reduce -65.9% | 636 | $118K |
| Triumph Capital Management | 0.02% | New | 617 | $114K |
| Nova Wealth Management, Inc. | 0.07% | Add +194.3% | 568 | $105K |
| Optima Capital LLC | 0.04% | Reduce -55.3% | 554 | $103K |
| Boyd Watterson Asset Management LLC | 0.03% | No change | 550 | $102K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +17.7% | 531 | $98K |
| Bellevue Asset Management, LLC | 0.03% | No change | 528 | $98K |
| Robbins Farley | 0.04% | Add +11.7% | 526 | $97K |
| Financial Consulate, Inc. | 0.01% | Add +0.6% | 519 | $96K |
| KERR FINANCIAL PLANNING Corp | 0.13% | Add +88.5% | 492 | $94K |
| Signaturefd, LLC | 0.00% | Add +7.7% | 506 | $94K |
| Valley National Advisers Inc. | 0.01% | No change | 500 | $92K |
| Angeles Wealth Management, LLC | 0.01% | No change | 488 | $90K |
| Sound Income Strategies, LLC | 0.00% | Add +241.7% | 475 | $90K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +26.7% | 475 | $88K |
| St Germain D J Co. Inc. | 0.00% | No change | 460 | $85K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.6% | 453 | $84K |
| Colony Family Offices, LLC | 0.02% | Reduce -30.2% | 440 | $81K |
| Meramec Financial Planners, LLC | 0.03% | — | 425 | $80K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 432 | $80K |
| Colonial Trust Co / SC | 0.01% | No change | 420 | $78K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 420 | $78K |
| Bogart Wealth, LLC | 0.00% | Reduce -6.5% | 419 | $78K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | Add +0.7% | 410 | $76K |
| Inlight Wealth Management, LLC | 0.03% | No change | 400 | $74K |
| Paladin Advisory Group, LLC | 0.05% | Reduce -34.7% | 395 | $73K |
| City Holding Co. | 0.01% | Add +14.5% | 395 | $73K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 392 | $73K |
| Westfuller Advisors, LLC | 0.03% | Add +0.8% | 385 | $71K |
| GAMMA Investing LLC | 0.00% | Reduce -2.1% | 375 | $69K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -11.6% | 357 | $66K |
| True Wealth Design, LLC | 0.02% | No change | 348 | $64K |
| Vision Retirement, LLC | 0.02% | — | 345 | $64K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 341 | $63K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 338 | $63K |
| Lanark Financial, Inc. | 0.00% | Add +5.4% | 334 | $62K |
| Bokf, NA | 0.00% | Reduce -43.3% | 327 | $61K |
| Smithfield Trust Co | 0.00% | No change | 325 | $60K |
| Howe & Rusling Inc. | 0.00% | No change | 310 | $57K |
| Davis Capital Management | 0.04% | No change | 304 | $56K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 300 | $56K |
| Greykasell Wealth Strategies, Inc. | 0.02% | New | 295 | $55K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -9.6% | 291 | $54K |
| Capital Analysts, LLC | 0.00% | No change | 276 | $51K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 273 | $51K |
| Barrett & Company, Inc. | 0.02% | No change | 275 | $51K |
| ORG Partners LLC | 0.01% | No change | 275 | $51K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -5.3% | 268 | $50K |
| Turning Point Benefit Group, Inc. | 0.02% | New | 258 | $48K |
| Blume Capital Management, Inc. | 0.01% | No change | 255 | $47K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 250 | $46K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 248 | $46K |
| Signature Equity Partners, LLC | 0.03% | — | 244 | $45K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 244 | $45K |
| Ulland Investment Advisors, LLC | 0.04% | No change | 245 | $45K |
| Smartleaf Asset Management LLC | 0.00% | Add +8.1% | 213 | $40K |
| Simplex Trading, LLC | 0.00% | New | 210 | $39K |
| TD Private Client Wealth LLC | 0.00% | Add +19.3% | 204 | $38K |
| NBT Bank, N.A. | 0.00% | Reduce -2.1% | 185 | $38K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Add +5.2% | 201 | $37K |
| Imprint Wealth LLC | 0.17% | No change | 198 | $37K |
| Maseco LLP | 0.00% | Add +1.1% | 193 | $36K |
| United Community Bank | 0.01% | No change | 190 | $35K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -49.3% | 175 | $32K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 175 | $32K |
| Golden State Wealth Management, LLC | 0.00% | No change | 170 | $31K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 167 | $31K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 167 | $31K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.6% | 163 | $30K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 158 | $29K |
| Citizens National Bank Trust Department | 0.00% | No change | 152 | $28K |
| IFC & Insurance Marketing, Inc. | 0.03% | — | 153 | $28K |
| Jessup Wealth Management, Inc | 0.01% | New | 144 | $27K |
| National Bank of Canada | 0.00% | Add +12.6% | 143 | $26K |
| Larson Financial Group LLC | 0.00% | Reduce -0.7% | 142 | $26K |
| Raffa Wealth Management, LLC | 0.00% | No change | 130 | $24K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 125 | $23K |
| Morton Brown Family Wealth, LLC | 0.01% | Reduce -35.4% | 124 | $23K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 122 | $23K |
| Strategic Advocates LLC | 0.01% | Add +95.2% | 121 | $23K |
| Parkside Financial Bank & Trust | 0.00% | No change | 114 | $21K |
| Hanson & Doremus Investment Management | 0.00% | No change | 108 | $20K |
| Clearstead Trust, LLC | 0.00% | No change | 106 | $20K |
| Key Financial Inc | 0.00% | Add +6.0% | 106 | $20K |
| Rossby Financial, LCC | 0.01% | Add +1.0% | 102 | $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 | $16K |
| POM Investment Strategies, LLC | 0.01% | No change | 81 | $15K |
| Tower View Wealth Management LLC | 0.01% | No change | 81 | $15K |
| Addison Advisors LLC | 0.00% | No change | 75 | $14K |
| Horizon Investments, LLC | 0.00% | New | 72 | $13K |
| NorthAvenue LLC | 0.01% | — | 69 | $13K |
| Asset Dedication, LLC | 0.00% | No change | 69 | $13K |
| Monetary Management Group Inc. | 0.00% | No change | 68 | $13K |
| Community Bank, N.A. | 0.00% | No change | 65 | $12K |
| NFSG Corp | 0.00% | Reduce -97.7% | 64 | $12K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 63 | $12K |
| Deutsche Bank AG | 0.00% | No change | 59 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3.7% | 56 | $10K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Reduce -31.3% | 55 | $10K |
| TD Capital Management LLC | 0.00% | No change | 50 | $9K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 47 | $9K |
| New Millennium Group LLC | 0.00% | Reduce -2.3% | 43 | $8K |
| HHM Wealth Advisors, LLC | 0.00% | New | 36 | $7K |
| Olistico Wealth, LLC | 0.00% | New | 33 | $6K |
| Gould Capital, LLC | 0.00% | No change | 31 | $6K |
| Adirondack Trust Co. | 0.00% | No change | 30 | $6K |
| Peachtree Investment Partners, LLC | 0.00% | Reduce -40.0% | 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 |
| Cornerstone Planning Group LLC | 0.00% | Add +2000.0% | 21 | $4K |
| Bullock Wealth Management Group | 0.00% | — | 20 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 20 | $4K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 18 | $3K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 17 | $3K |
| Hantz Financial Services, Inc. | 0.00% | Add +7.7% | 14 | $3K |
| Princeton Global Asset Management LLC | 0.00% | Add +6.7% | 16 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | — | 15 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 15 | $3K |
| Integrity Financial Corp | 0.00% | Add +62.5% | 13 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 13 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 12 | $2K |
| Noble Wealth Management PBC | 0.00% | No change | 11 | $2K |
| Orion Capital Management LLC | 0.00% | New | 6 | $1K |
| Byrne Asset Management LLC | 0.00% | New | 5 | $932 |
| Anfield Capital Management, LLC | 0.00% | No change | 5 | $925 |
| Strive Financial Group ,LLC | 0.00% | — | 4 | $760 |
| Transce3nd, LLC | 0.00% | Reduce -33.3% | 2 | $377 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -90.9% | 2 | $370 |
"% of holder's portfolio" is VPU's weight in each manager's 13F, not the share of Vanguard Utilities ETF the manager owns.