Vanguard Utilities ETFVPUETF
13F holders, Q1 2026 (March 31)678holders +12
56new positions
46sold out
2famous investors
$198.40avg. 13F price*
At the end of Q1 2026, 678 institutions reported holding Vanguard Utilities ETF (VPU) in their 13F filings, up 12 from Q4 2025. 56 opened new positions and 46 sold out. The largest holders were Morgan Stanley ($240.3M), Bank of America Corp. ($206.5M) and LPL Financial LLC ($177.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $42.7M |
| Exits | 46 | $35.4M |
All 13F filers, Q4 2025 → Q1 2026: 1,008,037 shares bought and 842,508 shares sold, net +165,529 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 678 holders
| Morgan Stanley | 0.01% | Add +5.8% | 1,212,771 | $240.3M |
| Bank of America Corp. | 0.02% | Add +3.8% | 1,042,308 | $206.5M |
| LPL Financial LLC | 0.05% | Add +0.1% | 894,086 | $177.2M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +5.0% | 713,108 | $141.3M |
| Beacon Capital Management, Inc. | 5.83% | Reduce -7.3% | 522,967 | $103.6M |
| Wells Fargo & Company | 0.02% | Add +30.3% | 522,241 | $103.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +5.0% | 482,801 | $95.7M |
| Empower Advisory Group, LLC | 0.20% | Reduce -7.1% | 382,530 | $75.8M |
| UBS Group AG | 0.01% | Add +4.9% | 361,457 | $71.6M |
| Osaic Holdings, Inc. | 0.09% | Add +37.3% | 316,698 | $62.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -8.1% | 313,645 | $62.1M |
| Raymond James Financial Inc. | 0.02% | Add +27.1% | 279,058 | $55.3M |
| PGIM Custom Harvest LLC | 0.66% | Add +0.8% | 213,276 | $42.3M |
| Rockefeller Capital Management L.P. | 0.07% | Add +1.6% | 206,532 | $40.9M |
| Cetera Investment Advisers | 0.04% | Add +1.4% | 188,013 | $37.3M |
| Royal Bank of Canada | 0.01% | Reduce -13.8% | 182,578 | $36.2M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -1.2% | 182,052 | $36.1M |
| Captrust Financial Advisors | 0.06% | Reduce -29.3% | 160,640 | $31.8M |
| Ameritas Advisory Services, LLC | 0.88% | Reduce -6.1% | 114,715 | $22.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -6.9% | 111,621 | $22.1M |
| Creative Financial Designs Inc. | 1.29% | Add +3.0% | 106,745 | $21.2M |
| Nan Shan Life Insurance Co., Ltd. | 0.76% | New | 105,964 | $21.0M |
| Stifel Financial Corp. | 0.02% | Reduce -3.5% | 102,050 | $20.2M |
| Corient Private Wealth LP | 0.03% | Reduce -3.3% | 101,798 | $20.1M |
| MML Investors Services, LLC | 0.05% | Reduce -4.7% | 98,292 | $19.5M |
| JPMorgan Chase & Co. | 0.00% | Add +13.7% | 98,014 | $19.4M |
| Patriot Investment Management Group, Inc. | 1.15% | Reduce -2.3% | 91,058 | $18.0M |
| Allied Investment Advisors, LLC | 2.55% | Add +1.4% | 89,612 | $17.8M |
| Unconventional Investor, LLC | 7.47% | Reduce -0.9% | 79,437 | $15.7M |
| SWAN Capital LLC | 5.35% | Add +18.4% | 73,440 | $14.6M |
| Lido Advisors, LLC | 0.06% | Add +3.9% | 73,090 | $14.5M |
| Nelson Capital Management, LLC | 1.49% | Add +0.2% | 61,505 | $12.2M |
| Cerity Partners LLC | 0.02% | Add +1.1% | 60,478 | $12.0M |
| Blair William & Co. | 0.03% | Add +2.1% | 58,648 | $11.6M |
| Vestor Capital, LLC | 0.82% | Add +9810.0% | 57,478 | $11.4M |
| PNC Financial Services Group, Inc. | 0.01% | Add +0.5% | 56,553 | $11.2M |
| HighTower Advisors, LLC | 0.01% | Add +7.0% | 55,646 | $11.0M |
| American Investment Services, Inc. | 2.35% | Reduce -1.2% | 53,259 | $10.6M |
| Pallas Capital Advisors LLC | 0.39% | Reduce -7.4% | 52,466 | $10.4M |
| Truist Financial Corp. | 0.01% | Add +3.3% | 52,050 | $10.3M |
| Janney Montgomery Scott LLC | 0.03% | Add +9.6% | 51,840 | $10.3M |
| Private Advisor Group, LLC | 0.05% | Reduce -16.8% | 51,389 | $10.2M |
| Harbour Investments, Inc. | 0.15% | Add +77.5% | 48,865 | $9.7M |
| Goldstone Financial Group, LLC | 1.04% | Reduce -5.5% | 48,541 | $9.6M |
| David Kennon Inc | 3.14% | Add +15.0% | 44,173 | $8.8M |
| McIlrath & Eck, LLC | 0.64% | Add +1.1% | 42,727 | $8.5M |
| Greenline Partners, LLC | 0.91% | Add +4.8% | 42,581 | $8.4M |
| Mariner, LLC | 0.01% | Add +91.8% | 41,205 | $8.2M |
| Quadrature Capital Ltd | 0.10% | Reduce -48.3% | 41,157 | $8.2M |
| Jones Financial Companies LLLP | 0.00% | Add +32.1% | 38,472 | $7.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +23.5% | 36,817 | $7.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +40.6% | 36,614 | $7.3M |
| Exchange Traded Concepts, LLC | 0.06% | Reduce -1.1% | 36,592 | $7.3M |
| Richmond Brothers, Inc. | 4.74% | Reduce -2.1% | 35,948 | $7.1M |
| KCM Investment Advisors LLC | 0.24% | Reduce -2.6% | 35,642 | $7.1M |
| Creative Planning | 0.00% | Add +8.2% | 32,953 | $6.5M |
| Foundations Investment Advisors, LLC | 0.08% | Add +5.3% | 32,202 | $6.4M |
| Bryn Mawr Trust Advisors, LLC | 0.31% | Reduce -2.3% | 31,838 | $6.3M |
| Hamilton Wealth, LLC | 1.23% | Add +11.2% | 31,787 | $6.3M |
| Farther Finance Advisors, LLC | 0.06% | Add +4.9% | 30,503 | $6.1M |
| Porter White Investment Advisors, Inc. | 2.27% | Reduce -0.6% | 28,601 | $5.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +7.0% | 28,222 | $5.6M |
| NewEdge Advisors, LLC | 0.02% | Add +88.1% | 27,339 | $5.4M |
| Apollon Financial, LLC | 0.74% | Add +13.6% | 27,078 | $5.4M |
| Bard Associates Inc. | 1.34% | Reduce -0.1% | 26,845 | $5.3M |
| Dakota Wealth Management | 0.11% | Reduce -1.2% | 26,472 | $5.2M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -29.5% | 26,000 | $5.2M |
| Integrated Wealth Concepts LLC | 0.04% | Add +16.3% | 25,903 | $5.1M |
| Moss Adams Wealth Advisors LLC | 0.37% | Reduce -0.3% | 25,569 | $5.1M |
| Visionary Wealth Advisors | 0.22% | Reduce -0.2% | 24,616 | $4.9M |
| New England Private Wealth Advisors LLC | 0.56% | Add +0.7% | 24,356 | $4.8M |
| MRA Advisory Group | 1.97% | Add +10.5% | 24,312 | $4.8M |
| Venturi Wealth Management, LLC | 0.21% | No change | 23,779 | $4.7M |
| Mittelman Wealth Management | 2.89% | Add +12.4% | 23,386 | $4.6M |
| Cwm, LLC | 0.01% | Reduce -2.0% | 23,017 | $4.6M |
| Atria Investments, Inc | 0.05% | Reduce -2.8% | 22,641 | $4.5M |
| Fifth Third Bancorp | 0.01% | Add +60.2% | 22,055 | $4.4M |
| Legacy Financial Group LLC | 0.55% | Add +6.6% | 22,047 | $4.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -54.4% | 21,143 | $4.2M |
| M&T Bank Corp | 0.01% | Reduce -6.9% | 20,858 | $4.1M |
| Wilmington Savings Fund Society, FSB | 0.10% | No change | 20,187 | $4.0M |
| DMKC Advisory Services, LLC | 1.64% | Add +0.8% | 19,905 | $3.9M |
| J.W. Cole Advisors, Inc. | 0.13% | Add +1.7% | 19,876 | $3.9M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +39.5% | 19,833 | $3.9M |
| Tranquilli Financial Advisor LLC | 2.29% | Reduce -0.1% | 19,758 | $3.9M |
| TD Waterhouse Canada Inc. | 0.01% | Add +96385.0% | 19,297 | $3.8M |
| Reality Financial Planning Services, LLC | 3.64% | Add +8.2% | 19,028 | $3.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.7% | 18,953 | $3.8M |
| Sterling Investment Advisors, Ltd. | 0.68% | Reduce -0.8% | 18,832 | $3.7M |
| White Lighthouse Investment Management Inc. | 0.51% | Add +0.3% | 18,724 | $3.7M |
| FMR LLC | 0.00% | Add +30.0% | 18,681 | $3.7M |
| Capital Investment Advisory Services, LLC | 0.27% | Add +4.5% | 18,536 | $3.7M |
| Strengthening Families & Communities, LLC | 0.91% | Add +1.3% | 18,490 | $3.7M |
| O'ROURKE & COMPANY, Inc | 1.36% | Add +3.5% | 17,308 | $3.4M |
| Quantinno Capital Management LP | 0.01% | Add +4.1% | 17,092 | $3.4M |
| Praetorian Wealth Management, Inc. | 0.63% | Add +9.1% | 16,470 | $3.3M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -0.1% | 16,627 | $3.3M |
| Royal Fund Management, LLC | 0.32% | Add +9.5% | 16,564 | $3.3M |
| Pinnacle Wealth Management Group, Inc. | 1.61% | Add +8.0% | 16,509 | $3.3M |
| Arete Wealth Advisors, LLC | 0.24% | New | 16,296 | $3.2M |
| FFG Retirement Advisors LLC | 1.87% | Add +16.3% | 16,206 | $3.2M |
| Comprehensive Money Management Services LLC | 2.10% | Reduce -2.0% | 16,128 | $3.2M |
| Independent Financial Group, LLC | 0.07% | Add +0.1% | 16,073 | $3.2M |
| Summit Financial, LLC | 0.04% | Add +17.9% | 15,284 | $3.0M |
| Madden Advisory Services, Inc. | 1.19% | Add +9.1% | 15,272 | $3.0M |
| Banque Cantonale Vaudoise | 0.11% | No change | 15,242 | $3.0M |
| Mgo One Seven LLC | 0.06% | Add +10.9% | 15,193 | $3.0M |
| &partners | 0.01% | Add +6.8% | 15,095 | $3.0M |
| United Capital Financial Advisors, LLC | 0.02% | Add +6.1% | 14,979 | $3.0M |
| Western Wealth Management, LLC | 0.11% | Reduce -7.4% | 14,841 | $2.9M |
| Glassy Mountain Advisors, Inc. | 0.91% | Add +4.3% | 14,768 | $2.9M |
| Blueprint Investment Partners LLC | 0.29% | Add +1.7% | 14,363 | $2.8M |
| Adams Wealth Management | 0.62% | Reduce -1.0% | 14,305 | $2.8M |
| CacheTech Inc. | 0.55% | Reduce -1.0% | 14,305 | $2.8M |
| Blueprint Financial Advisors LLC | 0.42% | Add +1.7% | 14,299 | $2.8M |
| Dougherty & Associates, LLC | 2.60% | Add +11.9% | 14,266 | $2.8M |
| Waverly Advisors, LLC | 0.02% | Add +1.6% | 14,218 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -39.3% | 13,689 | $2.7M |
| Main Street Financial Solutions, LLC | 0.20% | Reduce -1.5% | 13,816 | $2.7M |
| IFP Advisors, Inc | 0.05% | Add +144.3% | 13,348 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Add +40.5% | 14,173 | $2.6M |
| Strategic Investment Solutions, Inc. | 0.63% | Add +34.6% | 13,257 | $2.6M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Reduce -2.0% | 13,238 | $2.6M |
| Dumont & Blake Investment Advisors LLC | 0.64% | Reduce -2.0% | 12,937 | $2.6M |
| Kinloch Capital, LLC | 1.04% | New | 12,849 | $2.5M |
| BlackRock, Inc. | 0.00% | Add +3.2% | 12,513 | $2.5M |
| Raab & Moskowitz Asset Management LLC | 0.55% | Reduce -4.7% | 12,364 | $2.4M |
| Brookstone Capital Management | 0.03% | Add +6.5% | 12,274 | $2.4M |
| WBH Advisory Inc. | 0.18% | Reduce -11.7% | 11,979 | $2.4M |
| Focus Partners Wealth | 0.00% | Add +3.7% | 11,941 | $2.4M |
| Bigelow Investment Advisors, LLC | 0.93% | Reduce -11.4% | 11,679 | $2.3M |
| Retireful, LLC | 3.19% | New | 11,433 | $2.3M |
| Joel Isaacson & Co., LLC | 0.07% | Add +0.1% | 11,420 | $2.3M |
| Flagstar Securities, Inc. | 0.81% | Reduce -5.8% | 11,336 | $2.2M |
| Altfest L J & Co. Inc. | 0.24% | Reduce -19.2% | 11,161 | $2.2M |
| Fifth Third Securities, Inc. | 0.14% | Reduce -6.6% | 11,156 | $2.2M |
| Fiduciary Trust Co | 0.03% | Reduce -3.9% | 11,084 | $2.2M |
| CoreCap Advisors, LLC | 0.07% | Add +11.3% | 10,720 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -3.3% | 10,707 | $2.1M |
| Guidance Point Advisors, LLC | 0.51% | Add +1.9% | 10,622 | $2.1M |
| Castle Rock Wealth Management, LLC | 0.45% | Reduce -0.1% | 10,295 | $2.1M |
| Retirement Planning Group, LLC | 0.06% | Reduce -1.2% | 10,386 | $2.1M |
| Accel Wealth Management | 0.54% | Add +6.8% | 10,353 | $2.1M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -0.6% | 10,251 | $2.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +332.1% | 10,216 | $2.0M |
| Sigma Planning Corp | 0.05% | Reduce -65.8% | 9,835 | $1.9M |
| StoneX Group Inc. | 0.10% | Add +11.3% | 9,738 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +6.2% | 9,636 | $1.9M |
| Compass Ion Advisors, LLC | 0.18% | Reduce -2.6% | 9,489 | $1.9M |
| Sharper & Granite LLC | 0.61% | Add +6.2% | 9,078 | $1.8M |
| Glass Jacobson Investment Advisors llc | 0.60% | Add +13.0% | 8,767 | $1.7M |
| Calton & Associates, Inc. | 0.25% | Add +5.5% | 8,763 | $1.7M |
| Hershey Financial Advisers, LLC | 1.49% | Reduce -8.9% | 8,706 | $1.7M |
| AlphaCore Capital LLC | 0.04% | Reduce -11.8% | 8,583 | $1.7M |
| Principal Securities, Inc. | 0.02% | Add +8.0% | 8,446 | $1.7M |
| Trinity Legacy Partners, LLC | 0.36% | Add +7.2% | 8,249 | $1.7M |
| Calder Financial LLC | 1.63% | Add +3.7% | 8,228 | $1.6M |
| World Investment Advisors | 0.03% | Add +3.9% | 8,175 | $1.6M |
| Founders Grove Wealth Partners, LLC | 0.37% | Add +5.7% | 8,152 | $1.6M |
| Sovereign Financial Group, Inc. | 0.28% | Add +0.1% | 8,100 | $1.6M |
| Kennedy Investment Group, Inc. | 0.62% | Add +3.5% | 7,945 | $1.6M |
| Stapp Wealth Management, PLLC | 1.98% | Reduce -14.0% | 7,832 | $1.6M |
| CENTRAL TRUST Co | 0.03% | Reduce -3.1% | 7,759 | $1.5M |
| Old Second National Bank of Aurora | 0.32% | Reduce -3.4% | 7,720 | $1.5M |
| Connecticut Wealth Management, LLC | 0.06% | Reduce -29.4% | 7,717 | $1.5M |
| Northern Trust Corp. | 0.00% | Reduce -4.8% | 7,703 | $1.5M |
| Curran Financial Partners, LLC | 0.27% | Reduce -11.2% | 7,678 | $1.5M |
| Heritage Trust Co | 0.15% | Reduce -0.4% | 7,664 | $1.5M |
| Carl P. Sherr & Co., LLC | 0.71% | Reduce -1.7% | 7,600 | $1.5M |
| Independent Family Office, LLC | 0.61% | No change | 7,450 | $1.5M |
| Assetmark, Inc. | 0.00% | Reduce -20.2% | 7,267 | $1.4M |
| Joule Financial, LLC | 0.42% | Add +0.0% | 7,245 | $1.4M |
| Wall Street Financial Group, Inc. | 0.85% | Reduce -10.0% | 7,220 | $1.4M |
| Bailard, Inc. | 0.03% | Reduce -3.1% | 7,199 | $1.4M |
| Laurel Oak Wealth Management, LLC | 0.24% | Add +5.1% | 7,127 | $1.4M |
| Glen Eagle Advisors, LLC | 0.20% | Add +0.6% | 7,126 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Reduce -17.5% | 7,116 | $1.4M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -31.0% | 6,934 | $1.4M |
| Bluesphere Advisors LLC | 0.49% | Reduce -3.3% | 6,909 | $1.4M |
| Anchor Investment Management, LLC | 0.11% | Add +13.7% | 6,812 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +31.3% | 6,785 | $1.3M |
| City State Bank | 0.35% | Add +3.6% | 6,771 | $1.3M |
| Steel Grove Capital Advisors, LLC | 0.14% | Reduce -13.4% | 6,460 | $1.3M |
| Centaurus Financial, Inc. | 0.06% | Reduce -10.3% | 6,427 | $1.3M |
| Charter Oak Capital Management, LLC | 0.10% | Reduce -2.8% | 6,249 | $1.2M |
| Allworth Financial LP | 0.01% | Reduce -2.6% | 6,146 | $1.2M |
| Piscataqua Savings Bank | 0.84% | No change | 6,061 | $1.2M |
| Baker Ellis Asset Management LLC | 0.14% | No change | 6,030 | $1.2M |
| McMillan Office, Inc. | 0.15% | No change | 6,000 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.7% | 6,000 | $1.2M |
| Sulzberger Capital Advisors, Inc. | 1.21% | Add +2.8% | 5,993 | $1.2M |
| Novak & Powell Financial Services, Inc. | 0.64% | No change | 5,954 | $1.2M |
| RFG Advisory, LLC | 0.02% | Add +13.9% | 5,933 | $1.2M |
| North Forty Two & Co. | 1.09% | Reduce -1.3% | 5,925 | $1.2M |
| Maltin Wealth Management, Inc. | 0.44% | Add +17.1% | 5,873 | $1.2M |
| Woodward Diversified Capital, LLC | 0.52% | Reduce -5.9% | 5,757 | $1.1M |
| Renaissance Technologies | 0.00% | New | 5,800 | $1.1M |
| Silverlake Wealth Management LLC | 0.24% | Reduce -1.8% | 5,792 | $1.1M |
| Sax Wealth Advisors, LLC | 0.06% | No change | 6,198 | $1.1M |
| Bonfire Financial | 0.86% | Reduce -17.4% | 5,751 | $1.1M |
| Advisory Services Network, LLC | 0.01% | Reduce -0.6% | 5,703 | $1.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 5,694 | $1.1M |
| International Assets Investment Management, LLC | 0.08% | Add +81.7% | 5,646 | $1.1M |
| Altiora Financial Group, LLC | 0.18% | No change | 5,650 | $1.1M |
| Citigroup Inc. | 0.00% | Reduce -5.1% | 5,589 | $1.1M |
| PFG Advisors | 0.05% | Add +7.2% | 5,584 | $1.1M |
| CX Institutional | 0.03% | Reduce -6.3% | 5,456 | $1.1M |
| Tranquility Partners, LLC | 0.41% | Add +0.4% | 5,570 | $1.1M |
| First Bancorp, Inc | 0.53% | No change | 5,431 | $1.1M |
| Focus Financial Network, Inc. | 0.04% | Add +20.0% | 5,412 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -12.4% | 5,361 | $1.1M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -9.6% | 5,287 | $1.0M |
| Winebrenner Capital Management LLC | 0.66% | Reduce -0.5% | 5,218 | $1.0M |
| NewEdge Wealth, LLC | 0.01% | New | 5,194 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -4.3% | 5,177 | $1.0M |
| Wealthspire Retirement, LLC | 0.06% | Add +5.7% | 5,127 | $1.0M |
| Saxon Interests, Inc. | 0.35% | Reduce -27.8% | 5,105 | $1.0M |
| Gibraltar Capital Management, Inc. | 0.17% | No change | 5,105 | $1.0M |
| American Trust | 0.09% | Add +34.9% | 5,091 | $1.0M |
| Rothschild Investment LLC | 0.05% | Add +0.0% | 5,086 | $1.0M |
| Camelot Portfolios, LLC | 0.76% | Reduce -1.7% | 5,073 | $1.0M |
| Mutual Advisors, LLC | 0.02% | Reduce -40.0% | 5,031 | $997K |
| Institute for Wealth Management, LLC. | 0.11% | Add +16.1% | 5,028 | $996K |
| Navis Wealth Advisors, LLC | 0.51% | No change | 5,000 | $991K |
| Ignite Planners, LLC | 0.15% | Add +9.9% | 4,898 | $980K |
| Spire Wealth Management | 0.03% | Reduce -1.5% | 4,912 | $973K |
| Tudor Financial Inc. | 0.50% | Add +4.2% | 4,905 | $972K |
| SBI Securities Co., Ltd. | 0.03% | Reduce -4.1% | 4,852 | $961K |
| Founders Financial Alliance, LLC | 0.17% | Add +0.5% | 4,832 | $957K |
| VectorGlobal IAG, Inc. | 0.25% | — | 4,831 | $957K |
| Merit Financial Group, LLC | 0.01% | Add +5.4% | 4,801 | $951K |
| Fort Sheridan Advisors LLC | 0.11% | New | 4,719 | $935K |
| Sweeney & Michel, LLC | 0.27% | Add +0.1% | 4,667 | $934K |
| First Heartland Consultants, Inc. | 0.07% | Add +17.8% | 4,705 | $932K |
| V2 Financial group LLC | 0.43% | No change | 4,700 | $931K |
| Interactive Financial Advisors, Inc. | 0.59% | Add +7.2% | 4,572 | $906K |
| Valeo Financial Advisors, LLC | 0.02% | Add +2.7% | 4,567 | $905K |
| Neuberger Berman Group LLC | 0.00% | Reduce -8.0% | 4,541 | $900K |
| Choreo, LLC | 0.01% | Add +5.7% | 4,539 | $899K |
| Hancock Whitney Corp. | 0.02% | Reduce -0.2% | 4,432 | $897K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +9.9% | 4,510 | $894K |
| Crusonia Wealth Advisors LLC | 0.18% | Add +4.5% | 4,489 | $889K |
| McAdam, LLC | 0.04% | Add +7.7% | 4,424 | $877K |
| Compound Planning, Inc. | 0.03% | Reduce -14.1% | 4,411 | $874K |
| Choate Investment Advisors | 0.02% | No change | 4,382 | $868K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -1.4% | 4,314 | $855K |
| Brookwood Investment Group LLC | 0.11% | Reduce -3.3% | 4,310 | $854K |
| Arkadios Wealth Advisors | 0.01% | Reduce -0.1% | 4,269 | $846K |
| IHT Wealth Management, LLC | 0.02% | Add +1.7% | 4,269 | $846K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.04% | Add +11.4% | 4,260 | $844K |
| Advisors Capital Management, LLC | 0.01% | Add +10.2% | 4,254 | $843K |
| Independent Advisor Alliance | 0.01% | New | 4,223 | $837K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -16.2% | 4,220 | $836K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -19.7% | 4,197 | $832K |
| Christensen, King & Associates Investment Services, Inc. | 0.35% | Add +8.9% | 4,174 | $827K |
| Investment Advisory Services Inc. /TX | 0.26% | No change | 4,108 | $814K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -1.4% | 4,093 | $811K |
| OneAscent Financial Services LLC | 0.04% | Add +13.3% | 4,076 | $808K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -3.6% | 4,064 | $805K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 4,007 | $803K |
| MAI Capital Management | 0.00% | Add +5.3% | 4,052 | $803K |
| First Financial Corp. | 0.31% | Reduce -11.5% | 4,032 | $799K |
| River Street Advisors LLC | 0.27% | Reduce -4.3% | 3,998 | $792K |
| Money Concepts Capital Corp. | 0.04% | Reduce -0.1% | 3,982 | $789K |
| Kesler, Norman & Wride, LLC | 0.14% | New | 3,970 | $787K |
| Coldstream Capital Management Inc. | 0.01% | No change | 3,916 | $776K |
| Foster Group, Inc. | 0.02% | Add +1.5% | 3,909 | $774K |
| Kingsview Wealth Management, LLC | 0.01% | Add +39.4% | 3,884 | $770K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -28.3% | 3,856 | $764K |
| Seamount Financial Group Inc. | 0.34% | Reduce -2.7% | 3,817 | $756K |
| Vista Investment Partners Ii, LLC | 0.34% | New | 3,815 | $756K |
| LOM Asset Management Ltd | 0.22% | No change | 3,780 | $749K |
| Creekside Partners | 0.31% | Add +0.1% | 3,779 | $749K |
| Essex Financial Services, Inc. | 0.04% | No change | 3,675 | $728K |
| BOS Asset Management, LLC | 0.19% | Reduce -6.1% | 3,668 | $727K |
| Kintra Wealth, LLC | 0.05% | New | 3,658 | $725K |
| Investment Planning Advisors, Inc. | 0.20% | Add +0.4% | 3,633 | $720K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -4.5% | 3,607 | $715K |
| Flagship Wealth Advisors, LLC | 0.31% | Add +23.0% | 4,042 | $713K |
| Cresset Asset Management, LLC | 0.00% | Reduce -1.1% | 3,589 | $711K |
| Matrix Trust Co | 0.12% | Reduce -11.2% | 3,558 | $705K |
| Asset One Wealth Management LLC | 0.08% | Add +7.4% | 3,575 | $695K |
| Park Avenue Securities LLC | 0.01% | Add +13.7% | 3,421 | $678K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +4.8% | 3,382 | $670K |
| PFG Investments, LLC | 0.03% | Add +0.1% | 3,292 | $652K |
| First National Bank of Omaha | 0.02% | No change | 3,269 | $648K |
| Bank of Montreal | 0.00% | Reduce -53.6% | 3,253 | $645K |
| Rathbones Group PLC | 0.00% | New | 3,250 | $644K |
| Investor's Fiduciary Advisor Network, LLC | 0.20% | Reduce -8.5% | 3,238 | $641K |
| Valmark Advisers, Inc. | 0.01% | Reduce -8.6% | 3,231 | $640K |
| National Wealth Management Group, LLC | 0.24% | Reduce -1.5% | 3,211 | $636K |
| First Commonwealth Financial Corp | 0.10% | Reduce -3.8% | 3,201 | $634K |
| Apella Capital, LLC | 0.01% | Reduce -12.2% | 3,175 | $634K |
| Park National Corp. | 0.02% | Reduce -6.8% | 3,188 | $632K |
| SHP Wealth Management | 0.05% | Reduce -5.8% | 3,185 | $631K |
| Conrad Siegel Investment Advisors, Inc. | 0.11% | Add +0.3% | 3,175 | $629K |
| Northwest Financial Advisors | 1.19% | Add +0.1% | 3,106 | $615K |
| QTR Family Wealth, LLC | 0.25% | Reduce -1.9% | 3,023 | $607K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.1% | 3,028 | $600K |
| Evanson Asset Management, LLC | 0.03% | No change | 2,982 | $591K |
| Archford Capital Strategies, LLC | 0.07% | Add +0.6% | 2,973 | $589K |
| Trek Financial, LLC | 0.03% | No change | 2,963 | $587K |
| Prospera Financial Services Inc | 0.01% | Reduce -37.5% | 2,928 | $581K |
| Mission Wealth Management, LP | 0.01% | No change | 2,931 | $581K |
| McClarren Financial Advisors, Inc. | 0.34% | Add +53.3% | 2,927 | $580K |
| Hilton Head Capital Partners, LLC | 0.33% | Add +5.0% | 2,913 | $577K |
| Caprock Group, LLC | 0.01% | Reduce -1.8% | 2,899 | $575K |
| US Bancorp \de | 0.00% | Reduce -31.8% | 2,878 | $570K |
| Northstar Group, Inc. | 0.08% | No change | 2,870 | $569K |
| Cornerstone Planning, LLC | 0.13% | Reduce -33.7% | 2,869 | $567K |
| Meridian Financial Partners LLC | 0.21% | No change | 2,806 | $561K |
| D.A. Davidson & Co. | 0.00% | Add +1.8% | 2,825 | $560K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -6.2% | 2,770 | $549K |
| Baird Financial Group, Inc. | 0.00% | Add +1.1% | 2,750 | $545K |
| Chemistry Wealth Management LLC | 0.10% | Add +13.3% | 2,742 | $543K |
| Geneos Wealth Management Inc. | 0.01% | Add +6.4% | 2,739 | $543K |
| Private Trust Co. NA | 0.05% | No change | 2,738 | $543K |
| DiNuzzo Private Wealth, Inc. | 0.06% | Add +0.7% | 2,724 | $540K |
| Roman Butler Fullerton & Co. | 0.15% | No change | 2,663 | $538K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.6% | 2,705 | $536K |
| Avior Wealth Management, LLC | 0.02% | Add +31.8% | 2,701 | $535K |
| Colter Lewis Investment Partners LLC | 0.50% | No change | 2,700 | $535K |
| Marin Bay Wealth Advisors, LLC | 0.32% | Add +0.4% | 2,679 | $531K |
| Autumn Glory Partners, LLC | 0.19% | Add +0.0% | 2,677 | $530K |
| Ancora Advisors LLC | 0.01% | No change | 2,662 | $527K |
| Aspen Wealth Strategies, LLC | 0.28% | Reduce -1.1% | 2,655 | $526K |
| Silver Coast Investments LLC | 0.17% | Add +0.4% | 2,646 | $524K |
| Cross Staff Investments Inc | 0.27% | Reduce -13.9% | 2,641 | $523K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -71.6% | 2,640 | $523K |
| Integrity Alliance, Llc. | 0.02% | Reduce -15.5% | 2,613 | $518K |
| Xcelsior Advisor Partners LLC | 0.20% | Add +1.0% | 2,608 | $517K |
| Wealth Effects LLC | 0.18% | No change | 2,604 | $516K |
| Patton Albertson Miller Group, LLC | 0.06% | No change | 2,600 | $515K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.0% | 2,599 | $515K |
| Smith, Moore & Co. | 0.04% | Add +13.3% | 2,584 | $512K |
| Stonebridge Financial Planning Group, LLC | 0.19% | Add +22.9% | 2,555 | $506K |
| Csenge Advisory Group | 0.02% | Add +15.9% | 2,549 | $505K |
| Parallel Advisors, LLC | 0.01% | Add +12.8% | 2,504 | $496K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,504 | $496K |
| Northeast Investment Management | 0.02% | No change | 2,498 | $495K |
| Cora Capital Advisors LLC | 0.16% | No change | 2,485 | $492K |
| Clarendon Private LLC | 0.38% | Add +0.7% | 2,479 | $491K |
| Cherry Tree Wealth Management, LLC | 0.10% | Reduce -1.4% | 2,455 | $486K |
| Churchill Financial Advisors, LLC | 0.10% | Add +1.2% | 2,443 | $484K |
| Kovack Advisors, Inc. | 0.03% | Reduce -13.5% | 2,422 | $482K |
| WNY Asset Management, LLC | 0.05% | — | 2,421 | $480K |
| Atlas Capital Advisors Inc. | 0.05% | Add +31.3% | 2,412 | $478K |
| Savvy Advisors, Inc. | 0.01% | Add +80.4% | 2,405 | $477K |
| Harbor Asset Planning, Inc. | 0.40% | Add +0.7% | 2,387 | $473K |
| Sharp Wealth Advisory, LLC | 0.23% | Add +4.4% | 2,375 | $471K |
| BCM Advisors, LLC | 0.09% | Reduce -26.9% | 2,344 | $470K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +4.8% | 2,368 | $469K |
| Flagship Private Wealth, LLC | 0.19% | Reduce -0.4% | 2,353 | $466K |
| Gotham Asset Management | 0.00% | No change | 2,344 | $464K |
| Unified Investment Management | 0.48% | No change | 2,338 | $463K |
| Citizens Financial Group Inc. | 0.01% | Add +0.0% | 2,327 | $461K |
| Bluespring Wealth Management, LLC | 0.04% | Add +3.3% | 2,325 | $461K |
| Everstar Asset Management, LLC | 0.24% | No change | 2,300 | $456K |
| Blackston Financial Advisory Group, LLC | 0.28% | Reduce -2.7% | 2,281 | $452K |
| Innovative Asset Advisors Group, LLC | 0.26% | — | 2,279 | $452K |
| Savant Capital, LLC | 0.00% | Add +75.3% | 2,268 | $449K |
| Per Stirling Capital Management, LLC. | 0.05% | No change | 2,246 | $445K |
| Grant Private Wealth Management Inc | 0.23% | New | 2,202 | $436K |
| Zevin Asset Management LLC | 0.06% | No change | 2,189 | $434K |
| Elevate Wealth Advisory, Inc. | 0.27% | Reduce -10.7% | 2,141 | $424K |
| Houlihan Financial Resource Group, Ltd. | 0.16% | Add +0.1% | 2,131 | $422K |
| Continuum Advisory, LLC | 0.04% | No change | 2,112 | $419K |
| Wingate Wealth Advisors, Inc. | 0.22% | Add +27.8% | 2,102 | $417K |
| Simmons Bank | 0.03% | No change | 2,080 | $412K |
| Caitlin John, LLC | 0.25% | Add +0.1% | 2,079 | $412K |
| HUB Investment Partners, LLC | 0.01% | Add +5.6% | 2,078 | $412K |
| Fulcrum Capital LLC | 0.09% | No change | 2,050 | $406K |
| One Capital Management, LLC | 0.01% | No change | 2,047 | $406K |
| Level Four Advisory Services, LLC | 0.01% | Add +7.3% | 2,038 | $404K |
| Miramontes Capital, LLC | 0.14% | No change | 2,019 | $400K |
| MontVue Capital Management, Inc. | 0.27% | No change | 2,017 | $400K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +2.8% | 2,004 | $397K |
| Washington Trust Advisors, Inc. | 0.03% | Reduce -0.8% | 1,981 | $392K |
| Acorn Wealth Advisors, LLC | 0.11% | Add +0.4% | 1,948 | $386K |
| Modera Wealth Management, LLC | 0.00% | No change | 1,947 | $386K |
| Hegarty Advisors, LLC | 0.30% | Reduce -8.1% | 1,940 | $384K |
| MLP3, LLC | 0.43% | No change | 1,940 | $384K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 1,925 | $381K |
| Diversify Wealth Management, LLC | 0.01% | Add +2.9% | 1,911 | $378K |
| Ballentine Partners, LLC | 0.01% | No change | 1,898 | $376K |
| Clearstead Advisors, LLC | 0.00% | Add +0.1% | 1,886 | $374K |
| Peterson Wealth Advisors, LLC | 0.05% | Add +0.6% | 1,838 | $364K |
| Junk Investment Group, LLC | 0.19% | — | 1,818 | $360K |
| Capital Investment Advisors, LLC | 0.01% | Add +7.7% | 1,810 | $359K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | Add +4.5% | 1,785 | $354K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +4.4% | 1,784 | $354K |
| Central Valley Advisors, LLC | 0.10% | New | 1,770 | $351K |
| Myecfo, LLC | 0.15% | No change | 1,766 | $350K |
| Vawter Financial, Ltd. | 0.15% | No change | 1,750 | $347K |
| FSA Advisors, Inc. | 0.23% | Reduce -19.8% | 1,738 | $344K |
| Idaho Trust Co | 0.11% | Add +3.6% | 1,728 | $342K |
| Tyche Wealth Partners LLC | 0.05% | No change | 1,725 | $342K |
| Stronghold Wealth Management L.L.C. | 0.51% | Reduce -8.5% | 1,702 | $337K |
| Heritage Family Offices, LLP | 0.15% | No change | 1,700 | $337K |
| Investment House LLC | 0.02% | Reduce -37.0% | 1,700 | $337K |
| United Financial Planning Group LLC | 0.20% | No change | 1,691 | $335K |
| Financial Freedom, LLC | 0.17% | No change | 1,689 | $335K |
| Legacy Private Trust Co. | 0.02% | No change | 1,684 | $334K |
| Kellett Wealth Advisors, LLC | 0.18% | No change | 1,682 | $333K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | Add +2.8% | 1,679 | $333K |
| Black Diamond Financial, LLC | 0.04% | No change | 1,679 | $333K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -98.0% | 1,678 | $332K |
| Retirement Planning Co of New England, Inc. | 0.13% | Reduce -0.2% | 1,669 | $331K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -4.0% | 1,668 | $331K |
| Roberts Wealth Advisors, LLC | 0.08% | Add +5.5% | 1,668 | $330K |
| OneAscent Wealth Management LLC | 0.11% | Add +0.3% | 1,661 | $329K |
| Swisher Financial Concepts, Inc. | 0.18% | Reduce -2.9% | 1,658 | $329K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.06% | Add +1.3% | 1,651 | $327K |
| Montag A & Associates Inc. | 0.02% | Reduce -0.3% | 1,647 | $326K |
| CVA Family Office, LLC | 0.03% | No change | 1,645 | $326K |
| Wedmont Private Capital | 0.01% | Add +33.8% | 1,604 | $324K |
| Glenmede Trust Co. NA | 0.00% | Reduce -3.7% | 1,635 | $324K |
| Dorato Capital Management | 0.24% | No change | 1,595 | $322K |
| Aspire Capital Advisors LLC | 0.07% | Reduce -93.9% | 1,622 | $321K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 1,615 | $320K |
| Panoramic Investment Advisors, LLC | 0.17% | Reduce -2.8% | 1,607 | $318K |
| Solidarity Wealth, LLC | 0.06% | No change | 1,603 | $318K |
| Sanchez Gaunt Capital Management, LLC | 0.19% | — | 1,568 | $311K |
| Garden State Investment Advisory Services LLC | 0.07% | Add +12.5% | 1,553 | $308K |
| Virtue Capital Management, LLC | 0.05% | New | 1,553 | $308K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -21.6% | 1,552 | $308K |
| Johnson Financial Group, LLC | 0.02% | No change | 1,545 | $306K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 1,545 | $306K |
| Moneco Advisors, LLC | 0.02% | Reduce -0.5% | 1,542 | $305K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 1,531 | $303K |
| Debussy Capital Management LP | 0.04% | Add +13.2% | 1,530 | $303K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -18.3% | 1,528 | $303K |
| Signaturefd, LLC | 0.00% | Add +200.4% | 1,520 | $301K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +8.7% | 1,518 | $301K |
| CIBC Bancorp USA Inc. | 0.00% | — | 1,516 | $300K |
| AE Wealth Management LLC | 0.00% | Reduce -27.4% | 1,509 | $299K |
| Colonial River Investments, LLC | 0.11% | Reduce -5.4% | 1,507 | $299K |
| Miller Financial Services LLC | 0.33% | No change | 1,500 | $297K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -2.5% | 1,498 | $297K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -70.3% | 1,495 | $296K |
| Cathy Pareto & Associates, Inc. | 0.20% | Add +0.8% | 1,475 | $292K |
| PDS Planning, Inc | 0.02% | Add +0.4% | 1,474 | $292K |
| Transce3nd, LLC | 2.58% | Add +73300.0% | 1,468 | $291K |
| MKT Advisors LLC | 0.10% | Add +0.3% | 1,448 | $290K |
| ZynergyRetirementPlanningLLC | 0.17% | No change | 1,452 | $288K |
| Diversified Enterprises, LLC | 0.02% | Add +0.1% | 1,447 | $287K |
| RBA Wealth Management, LLC | 0.10% | Add +3.2% | 1,445 | $286K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +0.1% | 1,442 | $286K |
| Composition Wealth, LLC | 0.00% | New | 1,436 | $285K |
| Eagle Harbor Asset Management Inc. | 0.24% | No change | 1,435 | $284K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 1,433 | $284K |
| KDK Private Wealth Management, LLC | 0.26% | Reduce -1.8% | 1,420 | $281K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 1,408 | $279K |
| Jacobs Equity LLC | 0.25% | Add +5.5% | 1,406 | $278K |
| S&A Financial Services, Inc. | 0.19% | — | 1,396 | $277K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -3.9% | 1,396 | $277K |
| Freestone Capital Holdings, LLC | 0.01% | New | 1,388 | $275K |
| Ranch Capital Advisors Inc. | 0.10% | New | 1,383 | $274K |
| Arax Advisory Partners | 0.01% | Reduce -6.9% | 1,370 | $271K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.4% | 1,366 | $270K |
| Curtis Advisory Group, LLC | 0.06% | Reduce -1.8% | 1,352 | $268K |
| JMG Financial Group, Ltd. | 0.01% | No change | 1,342 | $266K |
| Keebeck Wealth Management | 0.03% | No change | 1,330 | $264K |
| Silver Oak Advisory Group, Inc. | 0.11% | New | 1,325 | $262K |
| Weaver Consulting Group | 0.06% | No change | 1,307 | $259K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.5% | 1,302 | $258K |
| Lynx Investment Advisory | 0.12% | New | 1,300 | $258K |
| Peck Wealth Management, LLC | 0.26% | Reduce -79.7% | 1,293 | $256K |
| Powers Advisory Group, LLC | 0.09% | Add +0.5% | 1,292 | $256K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -7.3% | 1,275 | $253K |
| Summit Financial Strategies, Inc. | 0.02% | Add +1.7% | 1,275 | $253K |
| Columbia Advisory Partners LLC | 0.16% | New | 1,274 | $252K |
| Franklin Resources Inc. | 0.00% | Add +5.0% | 1,272 | $252K |
| Christine Messmer PC | 0.16% | Reduce -5.2% | 1,271 | $252K |
| Invst, LLC | 0.03% | Add +0.1% | 1,267 | $251K |
| Blue Trust, Inc. | 0.00% | Add +37.0% | 1,259 | $249K |
| First PREMIER Bank | 0.06% | No change | 1,255 | $249K |
| Patten & Patten Inc. | 0.01% | No change | 1,251 | $248K |
| Poehling Capital Management, INC. | 0.05% | No change | 1,250 | $248K |
| One Charles Private Wealth Services, LLC | 0.06% | Reduce -7.8% | 1,227 | $243K |
| Vermillion Wealth Management, Inc. | 0.10% | Add +0.3% | 1,226 | $243K |
| Moseley Investment Management Inc. | 0.08% | No change | 1,221 | $242K |
| Rialto Wealth Management, LLC | 0.05% | Reduce -0.5% | 1,210 | $240K |
| Bernicke Wealth Management, Ltd. | 0.03% | No change | 1,207 | $239K |
| One Day In July LLC | 0.02% | No change | 1,190 | $236K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | Reduce -60.5% | 1,190 | $236K |
| Kirkwood Financial Services | 0.08% | Add +0.6% | 1,184 | $235K |
| Cape Investment Advisory, Inc. | 0.08% | Add +4.9% | 1,181 | $234K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.10% | No change | 1,179 | $234K |
| CWA Asset Management Group, LLC | 0.01% | No change | 1,173 | $232K |
| Pacific Sun Financial Corp | 0.11% | No change | 1,170 | $232K |
| Advantage Trust Co | 0.10% | No change | 1,169 | $232K |
| RCW Management, LLC | 0.24% | Reduce -5.2% | 1,162 | $230K |
| Vise Technologies, Inc. | 0.00% | No change | 1,241 | $230K |
| Mezzasalma Advisors, LLC | 0.06% | Add +0.6% | 1,157 | $229K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 1,157 | $229K |
| Fearless Solutions, LLC dba Best Invest | 0.14% | No change | 1,154 | $229K |
| Roble, Belko & Company, Inc | 0.03% | New | 1,150 | $228K |
| Howard Capital Management, LLC | 0.00% | No change | 1,149 | $228K |
| Carrera Capital Advisors | 0.04% | Add +0.4% | 1,146 | $227K |
| BCS Wealth Management | 0.05% | Reduce -50.0% | 1,145 | $227K |
| Guardian Capital, LLC | 0.22% | Reduce -33.7% | 1,143 | $226K |
| Madison Wealth Partners, Inc | 0.04% | Add +0.5% | 1,136 | $225K |
| Guardian Asset Advisors, LLC | 0.13% | Reduce -11.7% | 1,136 | $225K |
| Ellis Investment Partners, LLC | 0.04% | Add +0.6% | 1,135 | $225K |
| North Star Investment Management Corp. | 0.01% | Add +0.6% | 1,114 | $221K |
| Sage Financial Group Inc. | 0.01% | No change | 1,110 | $220K |
| Ankerstar Wealth, LLC | 0.23% | Reduce -14.0% | 1,098 | $218K |
| Wedbush Securities Inc. | 0.01% | Add +0.1% | 1,089 | $216K |
| Evoke Wealth, LLC | 0.00% | No change | 1,081 | $214K |
| BNP Paribas Financial Markets | 0.00% | Reduce -98.6% | 1,081 | $214K |
| Bolthouse Investments, LLC | 0.19% | New | 1,077 | $214K |
| Massachusetts Wealth Management | 0.09% | New | 1,075 | $213K |
| Family Investment Center, Inc. | 0.04% | New | 1,072 | $212K |
| Arrien Investments, Inc. | 0.11% | New | 1,065 | $211K |
| Plancorp, LLC | 0.01% | New | 1,035 | $210K |
| Chicago Wealth Management, Inc. | 0.08% | New | 1,060 | $210K |
| Goelzer Investment Management, Inc. | 0.01% | New | 1,057 | $209K |
| Leo Wealth, LLC | 0.02% | New | 1,050 | $208K |
| Benjamin Edwards Inc. | 0.00% | New | 1,032 | $205K |
| Fortis Capital Advisors, LLC | 0.03% | New | 1,027 | $204K |
| Belpointe Asset Management LLC | 0.01% | New | 1,027 | $204K |
| Mission Creek Capital Partners, Inc. | 0.04% | Reduce -29.8% | 1,026 | $203K |
| Woodmont Investment Counsel LLC | 0.01% | Reduce -10.9% | 1,022 | $202K |
| First American Trust, FSB | 0.01% | New | 1,021 | $202K |
| World Equity Group, Inc. | 0.05% | New | 1,015 | $201K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $199K |
| Medallion Wealth Advisors, LLC | 0.07% | No change | 1,005 | $199K |
| VSM Wealth Advisory, LLC | 0.06% | No change | 1,001 | $198K |
| Quaker Wealth Management, LLC | 0.06% | New | 1,000 | $198K |
| Citizens National Bank Trust Department | 0.03% | Add +555.9% | 997 | $198K |
| FAS Wealth Partners, Inc. | 0.01% | Add +487.7% | 958 | $190K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -79.4% | 956 | $189K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 941 | $187K |
| Coston, McIsaac & Partners | 0.04% | Add +0.3% | 936 | $185K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 927 | $184K |
| Pacific Center for Financial Services | 0.05% | No change | 918 | $182K |
| Basso Capital Management, L.P. | 0.11% | No change | 902 | $179K |
| Caldwell Trust Co | 0.02% | No change | 892 | $177K |
| Mather Group, Llc. | 0.00% | New | 856 | $170K |
| Financial Perspectives, Inc | 0.05% | No change | 828 | $164K |
| Center for Financial Planning, Inc. | 0.02% | No change | 783 | $155K |
| Hurley Capital, LLC | 0.08% | Add +0.3% | 766 | $152K |
| Russell Investments Group, Ltd. | 0.00% | Add +67.5% | 759 | $150K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +57.9% | 750 | $149K |
| Triumph Capital Management | 0.03% | Add +19.1% | 735 | $146K |
| Progressive Investment Management Corp | 0.04% | No change | 700 | $139K |
| Avalon Trust Co | 0.01% | Reduce -52.0% | 700 | $139K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 700 | $139K |
| Robbins Farley | 0.06% | Add +25.9% | 662 | $131K |
| Smartleaf Asset Management LLC | 0.00% | Add +170.4% | 576 | $114K |
| Nova Wealth Management, Inc. | 0.07% | No change | 568 | $113K |
| Boyd Watterson Asset Management LLC | 0.03% | No change | 550 | $109K |
| Bellevue Asset Management, LLC | 0.05% | Add +0.2% | 529 | $105K |
| Financial Consulate, Inc. | 0.01% | Add +0.8% | 523 | $104K |
| Capital Analysts, LLC | 0.00% | Add +88.4% | 520 | $103K |
| Valley National Advisers Inc. | 0.01% | No change | 500 | $99K |
| Sound Income Strategies, LLC | 0.00% | No change | 475 | $95K |
| St Germain D J Co. Inc. | 0.00% | No change | 460 | $91K |
| Cardiff Park Advisors, LLC | 0.01% | Reduce -70.8% | 457 | $91K |
| Signature Equity Partners, LLC | 0.05% | Add +81.6% | 443 | $88K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 436 | $86K |
| Meramec Financial Planners, LLC | 0.03% | Add +0.7% | 428 | $85K |
| Greykasell Wealth Strategies, Inc. | 0.03% | Add +44.1% | 425 | $84K |
| Colonial Trust Co / SC | 0.01% | No change | 420 | $83K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 420 | $83K |
| Bogart Wealth, LLC | 0.00% | No change | 419 | $83K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | Add +0.7% | 413 | $82K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -23.5% | 406 | $80K |
| Paladin Advisory Group, LLC | 0.06% | No change | 395 | $78K |
| City Holding Co. | 0.01% | Reduce -2.5% | 385 | $76K |
| GAMMA Investing LLC | 0.00% | No change | 375 | $74K |
| Westfuller Advisors, LLC | 0.03% | Reduce -3.6% | 371 | $74K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.6% | 359 | $71K |
| True Wealth Design, LLC | 0.02% | No change | 348 | $69K |
| Vision Retirement, LLC | 0.02% | No change | 345 | $68K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 338 | $67K |
| Lanark Financial, Inc. | 0.01% | Add +0.3% | 335 | $66K |
| Bokf, NA | 0.00% | No change | 327 | $65K |
| Salem Investment Counselors Inc. | 0.00% | New | 326 | $65K |
| Smithfield Trust Co | 0.00% | No change | 325 | $64K |
| Howe & Rusling Inc. | 0.00% | No change | 310 | $61K |
| Davis Capital Management | 0.04% | No change | 304 | $60K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 300 | $59K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 295 | $58K |
| AdvisorNet Financial, Inc | 0.00% | No change | 291 | $58K |
| Ascentis Independent Advisors | 0.00% | New | 275 | $54K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 273 | $54K |
| Blume Capital Management, Inc. | 0.01% | No change | 255 | $51K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 250 | $50K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 248 | $49K |
| Ulland Investment Advisors, LLC | 0.04% | No change | 245 | $49K |
| Main Street Group, LTD | 0.02% | New | 245 | $49K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 244 | $48K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Reduce -43.8% | 243 | $48K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -11.9% | 236 | $47K |
| KERR FINANCIAL PLANNING Corp | 0.03% | Reduce -53.0% | 231 | $46K |
| Tower View Wealth Management LLC | 0.02% | Add +186.4% | 232 | $46K |
| National Bank of Canada | 0.00% | Add +58.7% | 227 | $45K |
| NBT Bank, N.A. | 0.00% | Add +10.3% | 204 | $40K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 201 | $40K |
| Barrett & Company, Inc. | 0.01% | Reduce -27.3% | 200 | $40K |
| Imprint Wealth LLC | 0.18% | No change | 198 | $39K |
| United Community Bank | 0.01% | No change | 190 | $38K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 175 | $35K |
| Twin Lakes Capital Management, LLC | 0.02% | No change | 175 | $35K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -50.1% | 170 | $34K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 167 | $33K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 167 | $33K |
| Hara Capital LLC | 0.02% | New | 165 | $33K |
| Van Den Berg Management I, Inc. | 0.01% | New | 162 | $32K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 158 | $31K |
| Key Financial Inc | 0.01% | Add +43.4% | 152 | $30K |
| Leo H. Evart, Inc. | 0.02% | — | 147 | $29K |
| Minot DeBlois Advisors LLC | 0.02% | New | 136 | $27K |
| Horizon Investments, LLC | 0.00% | Add +86.1% | 134 | $27K |
| Raffa Wealth Management, LLC | 0.00% | No change | 130 | $26K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 124 | $25K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -1.6% | 123 | $24K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 122 | $24K |
| Aptus Capital Advisors, LLC | 0.00% | Add +116.1% | 121 | $24K |
| Parkside Financial Bank & Trust | 0.00% | No change | 114 | $23K |
| Clearstead Trust, LLC | 0.00% | No change | 106 | $21K |
| Rossby Financial, LCC | 0.00% | Add +1.0% | 103 | $20K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 100 | $20K |
| Dagco, Inc. | 0.00% | No change | 100 | $20K |
| Crews Bank & Trust | 0.00% | No change | 100 | $20K |
| Bfsg, LLC | 0.00% | No change | 100 | $20K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 100 | $20K |
| First United Bank & Trust | 0.01% | No change | 90 | $18K |
| Bank of New Hampshire | 0.00% | No change | 90 | $18K |
| Millstone Evans Group, LLC | 0.01% | No change | 89 | $18K |
| Vanguard National Trust Co | 0.00% | — | 76 | $15K |
| Addison Advisors LLC | 0.00% | No change | 75 | $15K |
| TD Private Client Wealth LLC | 0.00% | Reduce -63.2% | 75 | $15K |
| Magnolia Wealth Management, LLC | 0.01% | New | 70 | $14K |
| Monetary Management Group Inc. | 0.00% | No change | 68 | $13K |
| Bullock Wealth Management Group | 0.01% | Add +235.0% | 67 | $13K |
| Community Bank, N.A. | 0.00% | No change | 65 | $13K |
| NorthAvenue LLC | 0.01% | Reduce -5.8% | 65 | $13K |
| Asset Dedication, LLC | 0.00% | Reduce -5.8% | 65 | $13K |
| NFSG Corp | 0.00% | No change | 64 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 63 | $12K |
| Hantz Financial Services, Inc. | 0.00% | Add +350.0% | 63 | $12K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 55 | $11K |
| Wolff Wiese Magana LLC | 0.01% | New | 50 | $10K |
| TD Capital Management LLC | 0.00% | No change | 50 | $10K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 50 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 47 | $9K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 38 | $8K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 36 | $7K |
| Gould Capital, LLC | 0.00% | Add +3.2% | 32 | $6K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 30 | $6K |
| Adirondack Trust Co. | 0.00% | No change | 30 | $6K |
| Gen-Wealth Partners Inc | 0.00% | No change | 29 | $6K |
| Westside Investment Management, Inc. | 0.00% | No change | 27 | $5K |
| MCF Advisors LLC | 0.00% | New | 26 | $5K |
| Dogwood Wealth Management LLC | 0.00% | No change | 25 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Add +4.8% | 22 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 20 | $4K |
| Integrity Financial Corp | 0.00% | Add +53.9% | 20 | $4K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 18 | $4K |
| Gill Capital Partners, LLC | 0.00% | New | 17 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 15 | $3K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 12 | $2K |
| Noble Wealth Management PBC | 0.00% | No change | 11 | $2K |
| Operose Advisors LLC | 0.00% | New | 10 | $2K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -37.5% | 10 | $2K |
| Nemes Rush Group LLC | 0.00% | New | 10 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 8 | $2K |
| Orion Capital Management LLC | 0.00% | Add +16.7% | 7 | $1K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -98.6% | 7 | $1K |
| Byrne Asset Management LLC | 0.00% | No change | 5 | $1K |
| Strive Financial Group ,LLC | 0.00% | No change | 4 | $1K |
| Anfield Capital Management, LLC | 0.00% | No change | 5 | $991 |
| Larson Financial Group LLC | 0.00% | Reduce -97.2% | 4 | $793 |
| Tiaa Trust, National Association | 0.00% | Reduce -99.9% | 4 | $793 |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +50.0% | 3 | $594 |
"% of holder's portfolio" is VPU's weight in each manager's 13F, not the share of Vanguard Utilities ETF the manager owns.