Vanguard Utilities ETFVPUETF
13F holders, Q2 2026 (June 30)696holders +18
52new positions
32sold out
4famous investors
$195.31avg. 13F price*
At the end of Q2 2026, 696 institutions reported holding Vanguard Utilities ETF (VPU) in their 13F filings, up 18 from Q1 2026. 52 opened new positions and 32 sold out. The largest holders were Morgan Stanley ($236.9M), Bank of America Corp. ($208.8M) and LPL Financial LLC ($178.2M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Vanguard Utilities ETF
- CUSIP
- 92204A876
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $25.4M |
| Exits | 32 | $14.9M |
All 13F filers, Q1 2026 → Q2 2026: 806,903 shares bought and 464,744 shares sold, net +342,159 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 696 holders
| Morgan Stanley | 0.01% | Reduce -0.2% | 1,210,206 | $236.9M |
| Bank of America Corp. | 0.01% | Add +2.4% | 1,066,820 | $208.8M |
| LPL Financial LLC | 0.04% | Add +1.9% | 910,692 | $178.2M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +3.8% | 740,507 | $144.9M |
| Wells Fargo & Company | 0.02% | Reduce -2.3% | 510,296 | $99.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +5.5% | 509,148 | $99.7M |
| Beacon Capital Management, Inc. | 5.41% | Reduce -12.6% | 457,116 | $89.5M |
| Empower Advisory Group, LLC | 0.19% | Add +7.9% | 412,786 | $80.8M |
| Osaic Holdings, Inc. | 0.08% | Add +7.1% | 339,096 | $66.5M |
| Ameriprise Financial Inc. | 0.01% | Add +1.4% | 318,192 | $62.3M |
| UBS Group AG | 0.01% | Reduce -12.6% | 316,099 | $61.9M |
| Raymond James Financial Inc. | 0.02% | Add +5.2% | 293,593 | $57.5M |
| PGIM Custom Harvest LLC | 0.61% | Add +16.1% | 247,584 | $48.5M |
| Rockefeller Capital Management L.P. | 0.06% | Add +0.6% | 207,697 | $40.7M |
| Cetera Investment Advisers | 0.04% | Add +5.9% | 199,122 | $39.0M |
| Royal Bank of Canada | 0.01% | Add +2.1% | 186,391 | $36.5M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -1.6% | 179,111 | $35.1M |
| Ameritas Advisory Services, LLC | 0.67% | Add +47.1% | 168,766 | $33.0M |
| Captrust Financial Advisors | 0.05% | Reduce -3.3% | 155,280 | $30.4M |
| Nan Shan Life Insurance Co., Ltd. | 0.92% | Add +41.9% | 150,369 | $29.4M |
| MML Investors Services, LLC | 0.05% | Add +26.5% | 124,338 | $24.3M |
| Creative Financial Designs Inc. | 1.02% | Add +2.9% | 109,863 | $21.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -2.0% | 109,373 | $21.4M |
| JPMorgan Chase & Co. | 0.00% | Add +6.3% | 104,159 | $20.7M |
| Stifel Financial Corp. | 0.02% | Add +2.0% | 104,058 | $20.4M |
| Allied Investment Advisors, LLC | 2.25% | Add +2.2% | 91,546 | $17.9M |
| Patriot Investment Management Group, Inc. | 1.03% | Reduce -0.7% | 90,467 | $17.7M |
| Corient Private Wealth LP | 0.02% | Reduce -17.4% | 84,125 | $16.5M |
| SWAN Capital LLC | 5.58% | Add +13.5% | 83,344 | $16.3M |
| Unconventional Investor, LLC | 6.43% | Reduce -0.1% | 79,370 | $15.5M |
| Lido Advisors, LLC | 0.05% | Add +4.9% | 76,673 | $15.0M |
| HighTower Advisors, LLC | 0.01% | Add +13.7% | 63,292 | $12.4M |
| Nelson Capital Management, LLC | 1.31% | Reduce -0.7% | 61,096 | $12.0M |
| Blair William & Co. | 0.03% | Add +1.1% | 59,265 | $11.6M |
| Cerity Partners LLC | 0.01% | Reduce -2.2% | 59,153 | $11.6M |
| Vestor Capital, LLC | 0.69% | Add +98.6% | 114,137 | $11.0M |
| American Investment Services, Inc. | 2.28% | Add +3.5% | 55,147 | $10.8M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -5.0% | 53,732 | $10.5M |
| Pallas Capital Advisors LLC | 0.32% | Add +2.2% | 53,620 | $10.5M |
| Truist Financial Corp. | 0.01% | Add +2.9% | 53,532 | $10.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.9% | 50,838 | $10.0M |
| Harbour Investments, Inc. | 0.13% | Add +3.9% | 50,755 | $9.9M |
| Private Advisor Group, LLC | 0.04% | Reduce -6.9% | 47,855 | $9.4M |
| Jones Financial Companies LLLP | 0.00% | Add +20.0% | 46,171 | $9.2M |
| Greenline Partners, LLC | 0.88% | Add +3.4% | 44,037 | $8.6M |
| NewEdge Advisors, LLC | 0.03% | Add +60.9% | 43,979 | $8.6M |
| Goldstone Financial Group, LLC | 0.75% | Reduce -13.7% | 41,908 | $8.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +10.2% | 40,582 | $7.9M |
| KCM Investment Advisors LLC | 0.21% | Reduce -0.8% | 35,355 | $6.9M |
| Creative Planning | 0.00% | Add +4.3% | 34,367 | $6.7M |
| Foundations Investment Advisors, LLC | 0.07% | Add +4.1% | 33,513 | $6.6M |
| Quadrature Capital Ltd | 0.05% | Reduce -20.4% | 32,779 | $6.4M |
| Farther Finance Advisors, LLC | 0.05% | Add +5.5% | 32,181 | $6.3M |
| Atria Investments, Inc | 0.06% | Add +39.3% | 31,547 | $6.2M |
| Bryn Mawr Trust Advisors, LLC | 0.27% | Reduce -1.3% | 31,426 | $6.2M |
| Hamilton Wealth, LLC | 1.07% | Reduce -5.8% | 29,950 | $5.9M |
| Mittelman Wealth Management | 3.85% | Reduce -76.0% | 5,623 | $5.8M |
| IFG Advisory, LLC | 0.20% | New | 29,727 | $5.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -22.3% | 28,435 | $5.6M |
| Porter White Investment Advisors, Inc. | 2.13% | Reduce -1.0% | 28,323 | $5.5M |
| Apollon Financial, LLC | 0.65% | Add +4.0% | 28,156 | $5.5M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -1.1% | 27,918 | $5.5M |
| Integrated Wealth Concepts LLC | 0.04% | Add +7.0% | 27,728 | $5.4M |
| David Kennon Inc | 1.79% | Reduce -37.5% | 27,602 | $5.4M |
| Bard Associates Inc. | 1.18% | Add +1.1% | 27,133 | $5.3M |
| Mariner, LLC | 0.01% | Reduce -34.4% | 27,014 | $5.3M |
| Retirement Planning Group, LLC | 0.13% | Add +159.9% | 26,991 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +87.2% | 25,624 | $5.0M |
| Moss Adams Wealth Advisors LLC | 0.31% | No change | 25,569 | $5.0M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -3.9% | 25,000 | $4.9M |
| New England Private Wealth Advisors LLC | 0.46% | Add +0.7% | 24,515 | $4.8M |
| MRA Advisory Group | 1.72% | Reduce -0.6% | 24,168 | $4.7M |
| Venturi Wealth Management, LLC | 0.18% | Reduce -0.2% | 23,736 | $4.6M |
| Dakota Wealth Management | 0.09% | Reduce -12.4% | 23,185 | $4.5M |
| DMKC Advisory Services, LLC | 0.82% | Add +11.4% | 22,180 | $4.3M |
| Legacy Financial Group LLC | 0.49% | Add +0.6% | 22,171 | $4.3M |
| FMR LLC | 0.00% | Add +18.2% | 22,076 | $4.3M |
| Fifth Third Bancorp | 0.01% | Reduce -2.5% | 21,505 | $4.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.2% | 21,102 | $4.1M |
| Pathstone Holdings, LLC | 0.01% | Add +11.0% | 21,042 | $4.1M |
| Wilmington Savings Fund Society, FSB | 0.09% | Add +0.1% | 20,207 | $4.0M |
| Aspire Capital Advisors LLC | 0.76% | Add +1134.3% | 20,021 | $3.9M |
| Capital Investment Advisory Services, LLC | 0.24% | Add +5.0% | 19,467 | $3.8M |
| Strengthening Families & Communities, LLC | 0.84% | Add +4.8% | 19,381 | $3.8M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -2.7% | 19,331 | $3.8M |
| Quantinno Capital Management LP | 0.00% | Add +12.7% | 19,258 | $3.8M |
| M&T Bank Corp | 0.01% | Reduce -8.5% | 19,087 | $3.7M |
| Tranquilli Financial Advisor LLC | 2.01% | Reduce -3.4% | 19,079 | $3.7M |
| Sterling Investment Advisors, Ltd. | 0.62% | No change | 18,832 | $3.7M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -1.5% | 19,012 | $3.7M |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -49.4% | 18,506 | $3.6M |
| Ariston Services Group | 1.96% | Add +0.0% | 18,137 | $3.5M |
| O'ROURKE & COMPANY, Inc | 1.23% | Add +4.2% | 18,041 | $3.5M |
| Royal Fund Management, LLC | 0.29% | Add +8.9% | 18,041 | $3.5M |
| Praetorian Wealth Management, Inc. | 0.60% | Add +8.0% | 17,784 | $3.5M |
| White Lighthouse Investment Management Inc. | 0.43% | Reduce -6.0% | 17,610 | $3.4M |
| Reality Financial Planning Services, LLC | 3.30% | Reduce -8.2% | 17,460 | $3.4M |
| Wealthspire Advisors, LLC | 0.02% | Add +1.1% | 16,805 | $3.3M |
| Summit Financial, LLC | 0.04% | Add +9.9% | 16,802 | $3.3M |
| Pinnacle Wealth Management Group, Inc. | 1.52% | Add +1.1% | 16,697 | $3.3M |
| Comprehensive Money Management Services LLC | 2.04% | Add +2.7% | 16,569 | $3.2M |
| FFG Retirement Advisors LLC | 1.71% | Add +1.9% | 16,509 | $3.2M |
| Mgo One Seven LLC | 0.05% | Add +3.9% | 15,782 | $3.1M |
| Richmond Brothers, Inc. | 1.60% | Reduce -56.2% | 15,748 | $3.1M |
| Arax Advisory Partners | 0.02% | Add +1040.0% | 15,618 | $3.1M |
| IFP Advisors, Inc | 0.05% | Add +16.3% | 15,520 | $3.0M |
| International Assets Investment Management, LLC | 0.18% | Add +178.1% | 15,702 | $3.0M |
| Independent Financial Group, LLC | 0.06% | Reduce -3.5% | 15,513 | $3.0M |
| Banque Cantonale Vaudoise | 0.13% | No change | 15,242 | $3.0M |
| &partners | 0.01% | Add +1.9% | 15,383 | $3.0M |
| Madden Advisory Services, Inc. | 1.08% | Add +0.7% | 15,379 | $3.0M |
| United Capital Financial Advisors, LLC | 0.02% | Add +0.0% | 14,985 | $2.9M |
| Dougherty & Associates, LLC | 2.33% | Add +4.4% | 14,896 | $2.9M |
| Strategic Investment Solutions, Inc. | 0.66% | Add +10.9% | 14,700 | $2.9M |
| Blueprint Investment Partners LLC | 0.23% | Add +0.2% | 14,392 | $2.8M |
| Blueprint Financial Advisors LLC | 0.31% | Add +0.2% | 14,328 | $2.8M |
| Glassy Mountain Advisors, Inc. | 0.77% | Reduce -3.0% | 14,320 | $2.8M |
| XTX Topco Ltd | 0.04% | New | 13,883 | $2.7M |
| BlackRock, Inc. | 0.00% | Add +9.9% | 13,755 | $2.7M |
| Waverly Advisors, LLC | 0.02% | Reduce -4.2% | 13,624 | $2.7M |
| Main Street Financial Solutions, LLC | 0.17% | Reduce -2.3% | 13,498 | $2.6M |
| Brookstone Capital Management | 0.03% | Add +9.2% | 13,402 | $2.6M |
| Visionary Wealth Advisors | 0.10% | Reduce -45.9% | 13,310 | $2.6M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Add +0.4% | 13,292 | $2.6M |
| AQR Capital Management | 0.00% | New | 13,138 | $2.6M |
| StoneX Group Inc. | 0.10% | Add +32.5% | 12,902 | $2.5M |
| Bank of Montreal | 0.00% | Add +280.4% | 12,374 | $2.4M |
| Raab & Moskowitz Asset Management LLC | 0.48% | Reduce -1.3% | 12,202 | $2.4M |
| Dumont & Blake Investment Advisors LLC | 0.53% | Reduce -6.6% | 12,087 | $2.4M |
| Equitable Holdings, Inc. | 0.01% | Reduce -15.3% | 12,003 | $2.3M |
| Insigneo Advisory Services, LLC | 0.09% | New | 11,947 | $2.3M |
| Adams Wealth Management | 0.44% | Reduce -17.5% | 11,799 | $2.3M |
| CacheTech Inc. | 0.37% | Reduce -17.5% | 11,799 | $2.3M |
| WBH Advisory Inc. | 0.15% | Reduce -2.1% | 11,726 | $2.3M |
| CoreCap Advisors, LLC | 0.07% | Add +6.9% | 11,460 | $2.2M |
| Flagstar Securities, Inc. | 0.68% | Add +1.0% | 11,454 | $2.2M |
| Joel Isaacson & Co., LLC | 0.06% | Add +0.1% | 11,435 | $2.2M |
| Altfest L J & Co. Inc. | 0.21% | Add +0.4% | 11,202 | $2.2M |
| Bigelow Investment Advisors, LLC | 0.78% | Reduce -5.5% | 11,035 | $2.2M |
| Fiduciary Trust Co | 0.02% | Reduce -0.8% | 11,000 | $2.2M |
| Focus Partners Wealth | 0.00% | Reduce -8.2% | 10,958 | $2.1M |
| Fifth Third Securities, Inc. | 0.12% | Reduce -3.3% | 10,785 | $2.1M |
| Accel Wealth Management | 0.47% | Add +4.0% | 10,764 | $2.1M |
| Guidance Point Advisors, LLC | 0.45% | Add +1.0% | 10,731 | $2.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +57.2% | 10,663 | $2.1M |
| Assetmark, Inc. | 0.00% | Add +46.1% | 10,615 | $2.1M |
| Timbuktu Capital Management, LLC | 3.07% | — | 10,445 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -3.4% | 10,341 | $2.0M |
| Castle Rock Wealth Management, LLC | 0.39% | Reduce -0.5% | 10,246 | $2.0M |
| Sigma Planning Corp | 0.05% | Add +1.3% | 9,960 | $1.9M |
| Wealthfront Advisers LLC | 0.00% | Add +38.9% | 9,886 | $1.9M |
| Sharper & Granite LLC | 0.59% | Add +6.3% | 9,651 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.3% | 9,609 | $1.9M |
| Compass Ion Advisors, LLC | 0.16% | Reduce -3.0% | 9,201 | $1.8M |
| Principal Securities, Inc. | 0.02% | Add +8.2% | 9,141 | $1.8M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -14.9% | 8,722 | $1.7M |
| Glass Jacobson Investment Advisors llc | 0.53% | Reduce -0.8% | 8,701 | $1.7M |
| Gotham Asset Management | 0.00% | Add +257.8% | 8,386 | $1.6M |
| First Bancorp, Inc | 0.64% | Add +53.4% | 8,331 | $1.6M |
| Trinity Legacy Partners, LLC | 0.32% | Reduce -0.3% | 8,227 | $1.6M |
| Sovereign Financial Group, Inc. | 0.24% | Add +0.7% | 8,158 | $1.6M |
| Sax Wealth Advisors, LLC | 0.06% | Add +29.3% | 8,013 | $1.6M |
| Sulzberger Capital Advisors, Inc. | 1.52% | Add +32.6% | 7,949 | $1.6M |
| Calder Financial LLC | 1.46% | Reduce -4.0% | 7,899 | $1.5M |
| Hershey Financial Advisers, LLC | 1.11% | Reduce -9.3% | 7,895 | $1.5M |
| Curran Financial Partners, LLC | 0.23% | Add +2.1% | 7,836 | $1.5M |
| Founders Grove Wealth Partners, LLC | 0.31% | Reduce -4.1% | 7,821 | $1.5M |
| Citigroup Inc. | 0.00% | Add +39.3% | 7,786 | $1.5M |
| AlphaCore Capital LLC | 0.03% | Reduce -9.5% | 7,770 | $1.5M |
| CENTRAL TRUST Co | 0.03% | No change | 7,759 | $1.5M |
| HRT Financial LP | 0.00% | New | 7,746 | $1.5M |
| Kennedy Investment Group, Inc. | 0.51% | Reduce -2.7% | 7,730 | $1.5M |
| Heritage Trust Co | 0.13% | No change | 7,664 | $1.5M |
| Carl P. Sherr & Co., LLC | 0.63% | Add +0.5% | 7,636 | $1.5M |
| World Investment Advisors | 0.02% | Reduce -7.9% | 7,527 | $1.5M |
| Independent Family Office, LLC | 0.59% | No change | 7,450 | $1.5M |
| Wall Street Financial Group, Inc. | 0.77% | Add +2.0% | 7,363 | $1.4M |
| Bailard, Inc. | 0.03% | Add +1.2% | 7,288 | $1.4M |
| Joule Financial, LLC | 0.38% | Reduce -0.9% | 7,180 | $1.4M |
| Cary Street Partners Financial LLC | 0.03% | Add +33.6% | 7,062 | $1.4M |
| Glen Eagle Advisors, LLC | 0.17% | Reduce -1.5% | 7,016 | $1.4M |
| City State Bank | 0.31% | Add +2.5% | 6,942 | $1.4M |
| Anchor Investment Management, LLC | 0.10% | Add +0.0% | 6,813 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -1.8% | 6,813 | $1.3M |
| Savant Capital, LLC | 0.00% | Add +199.7% | 6,798 | $1.3M |
| Laurel Oak Wealth Management, LLC | 0.19% | Reduce -5.4% | 6,739 | $1.3M |
| Bluesphere Advisors LLC | 0.40% | Reduce -3.0% | 6,698 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +48.4% | 6,693 | $1.3M |
| Northern Trust Corp. | 0.00% | Reduce -13.6% | 6,657 | $1.3M |
| Steel Grove Capital Advisors, LLC | 0.12% | No change | 6,460 | $1.3M |
| Centaurus Financial, Inc. | 0.05% | Reduce -0.4% | 6,401 | $1.3M |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -20.0% | 6,177 | $1.2M |
| Old Second National Bank of Aurora | 0.23% | Reduce -20.8% | 6,118 | $1.2M |
| Baker Ellis Asset Management LLC | 0.12% | No change | 6,030 | $1.2M |
| RFG Advisory, LLC | 0.02% | Add +1.6% | 6,027 | $1.2M |
| Bonfire Financial | 0.75% | Add +4.4% | 6,004 | $1.2M |
| McMillan Office, Inc. | 0.14% | No change | 6,000 | $1.2M |
| Novak & Powell Financial Services, Inc. | 0.55% | No change | 5,954 | $1.2M |
| Piscataqua Savings Bank | 0.78% | Reduce -2.5% | 5,910 | $1.2M |
| Maltin Wealth Management, Inc. | 0.39% | Add +0.6% | 5,909 | $1.2M |
| North Forty Two & Co. | 0.98% | Reduce -0.8% | 5,875 | $1.1M |
| Altiora Financial Group, LLC | 0.17% | No change | 5,650 | $1.1M |
| Silverlake Wealth Management LLC | 0.21% | Reduce -3.0% | 5,617 | $1.1M |
| PFG Advisors | 0.05% | Reduce -1.3% | 5,512 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +29.3% | 5,455 | $1.1M |
| Advisory Services Network, LLC | 0.01% | Reduce -4.4% | 5,450 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Add +7.5% | 5,409 | $1.1M |
| Tranquility Partners, LLC | 0.36% | Reduce -2.9% | 5,409 | $1.1M |
| Fort Sheridan Advisors LLC | 0.11% | Add +14.2% | 5,390 | $1.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -5.4% | 5,388 | $1.1M |
| Ignite Planners, LLC | 0.14% | Add +9.9% | 5,382 | $1.1M |
| Freestone Capital Holdings, LLC | 0.03% | Add +283.8% | 5,327 | $1.0M |
| Rothschild Investment LLC | 0.04% | Add +2.5% | 5,213 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.3% | 5,193 | $1.0M |
| CX Institutional | 0.03% | Reduce -4.9% | 5,191 | $1.0M |
| Wealthspire Retirement, LLC | 0.06% | Add +1.0% | 5,179 | $1.0M |
| American Trust | 0.08% | Add +1.3% | 5,155 | $1.0M |
| Woodward Diversified Capital, LLC | 0.44% | Reduce -10.8% | 5,134 | $1.0M |
| Winebrenner Capital Management LLC | 0.60% | Reduce -3.8% | 5,019 | $982K |
| Navis Wealth Advisors, LLC | 0.37% | No change | 5,000 | $979K |
| Merit Financial Group, LLC | 0.01% | Add +3.6% | 4,974 | $973K |
| Camelot Portfolios, LLC | 0.69% | Reduce -2.1% | 4,966 | $972K |
| Choreo, LLC | 0.01% | Add +8.4% | 4,921 | $963K |
| Neuberger Berman Group LLC | 0.00% | Add +7.9% | 4,901 | $959K |
| Founders Financial Alliance, LLC | 0.13% | Add +0.1% | 4,835 | $946K |
| Gibraltar Capital Management, Inc. | 0.15% | Reduce -5.9% | 4,805 | $940K |
| MAI Capital Management | 0.00% | Add +18.4% | 4,799 | $939K |
| First Heartland Consultants, Inc. | 0.06% | Add +1.6% | 4,781 | $936K |
| V2 Financial group LLC | 0.34% | No change | 4,700 | $920K |
| Tudor Financial Inc. | 0.41% | Reduce -4.4% | 4,689 | $918K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -3.9% | 4,665 | $913K |
| NewEdge Wealth, LLC | 0.01% | Reduce -10.6% | 4,646 | $909K |
| Compound Planning, Inc. | 0.02% | Add +4.8% | 4,621 | $905K |
| Focus Financial Network, Inc. | 0.03% | Reduce -15.0% | 4,601 | $901K |
| McAdam, LLC | 0.03% | Add +3.9% | 4,595 | $899K |
| Spire Wealth Management | 0.03% | Reduce -6.9% | 4,571 | $895K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.0% | 4,568 | $894K |
| Brookwood Investment Group LLC | 0.10% | Add +5.1% | 4,529 | $886K |
| Sweeney & Michel, LLC | 0.23% | Add +0.0% | 4,669 | $882K |
| D. E. Shaw & Co. | 0.00% | New | 4,489 | $879K |
| Hancock Whitney Corp. | 0.01% | Add +1.2% | 4,484 | $878K |
| Crusonia Wealth Advisors LLC | 0.14% | Reduce -0.9% | 4,448 | $871K |
| Interactive Financial Advisors, Inc. | 0.53% | Reduce -3.3% | 4,420 | $865K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.03% | Add +2.9% | 4,385 | $858K |
| Choate Investment Advisors | 0.02% | No change | 4,382 | $858K |
| Mission Wealth Management, LP | 0.01% | Add +49.0% | 4,367 | $855K |
| EP Wealth Advisors, LLC | 0.00% | Add +5.8% | 4,301 | $842K |
| Allworth Financial LP | 0.00% | Reduce -30.8% | 4,251 | $832K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -3.1% | 4,180 | $818K |
| Christensen, King & Associates Investment Services, Inc. | 0.32% | No change | 4,174 | $817K |
| Arkadios Wealth Advisors | 0.01% | Reduce -2.6% | 4,159 | $814K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.28% | — | 4,123 | $807K |
| Investment Advisory Services Inc. /TX | 0.23% | No change | 4,108 | $804K |
| OneAscent Financial Services LLC | 0.04% | Add +0.8% | 4,108 | $804K |
| Coppell Advisory Solutions LLC | 0.07% | New | 3,049 | $788K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 4,007 | $784K |
| Money Concepts Capital Corp. | 0.04% | Add +0.5% | 4,002 | $783K |
| Foster Group, Inc. | 0.02% | Add +1.3% | 3,959 | $775K |
| First Financial Corp. | 0.27% | Reduce -2.2% | 3,945 | $772K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.8% | 3,888 | $761K |
| Advisors Capital Management, LLC | 0.01% | Reduce -8.8% | 3,881 | $760K |
| Park Avenue Securities LLC | 0.00% | Add +11.9% | 3,829 | $750K |
| Kesler, Norman & Wride, LLC | 0.12% | Reduce -4.1% | 3,809 | $746K |
| Creekside Partners | 0.27% | Add +0.1% | 3,781 | $740K |
| LOM Asset Management Ltd | 0.19% | No change | 3,780 | $740K |
| Asset One Wealth Management LLC | 0.08% | Add +5.4% | 3,768 | $737K |
| Prospera Financial Services Inc | 0.01% | Add +27.7% | 3,739 | $733K |
| Matrix Trust Co | 0.11% | Add +4.6% | 3,723 | $729K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +9.1% | 3,689 | $722K |
| Essex Financial Services, Inc. | 0.04% | No change | 3,675 | $719K |
| Kintra Wealth, LLC | 0.04% | Add +3.0% | 3,768 | $718K |
| River Street Advisors LLC | 0.21% | Reduce -8.7% | 3,651 | $715K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.9% | 3,641 | $713K |
| BOS Asset Management, LLC | 0.17% | Reduce -1.2% | 3,624 | $709K |
| Saxon Interests, Inc. | 0.20% | Reduce -29.1% | 3,622 | $709K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -11.6% | 3,617 | $708K |
| Cresset Asset Management, LLC | 0.00% | No change | 3,589 | $702K |
| Investment Planning Advisors, Inc. | 0.16% | Reduce -1.6% | 3,573 | $699K |
| Silver Coast Investments LLC | 0.21% | Add +34.1% | 3,548 | $694K |
| Seamount Financial Group Inc. | 0.28% | Reduce -8.1% | 3,508 | $687K |
| Evanson Financial, LLC | 0.03% | — | 3,501 | $685K |
| Susquehanna International Group, LLP | 0.00% | New | 3,496 | $684K |
| IHT Wealth Management, LLC | 0.01% | Reduce -20.9% | 3,377 | $661K |
| Modern Wealth Management, LLC | 0.01% | New | 3,349 | $655K |
| First National Bank of Omaha | 0.02% | No change | 3,269 | $650K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -14.8% | 3,310 | $648K |
| Flagship Wealth Advisors, LLC | 0.14% | Reduce -19.4% | 3,256 | $637K |
| PFG Investments, LLC | 0.02% | Reduce -1.2% | 3,253 | $637K |
| Rathbones Group PLC | 0.00% | No change | 3,250 | $636K |
| Valmark Advisers, Inc. | 0.01% | No change | 3,231 | $632K |
| Park National Corp. | 0.02% | No change | 3,188 | $624K |
| Conrad Siegel Investment Advisors, Inc. | 0.10% | Add +0.3% | 3,184 | $623K |
| First Commonwealth Financial Corp | 0.09% | Reduce -1.6% | 3,149 | $616K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +15.4% | 3,123 | $611K |
| Investor's Fiduciary Advisor Network, LLC | 0.21% | Reduce -3.8% | 3,116 | $609K |
| National Wealth Management Group, LLC | 0.19% | Reduce -3.2% | 3,108 | $608K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -48.4% | 3,099 | $607K |
| Apella Capital, LLC | 0.01% | Reduce -4.9% | 3,018 | $595K |
| SHP Wealth Management | 0.04% | Reduce -4.7% | 3,034 | $594K |
| Northwest Financial Advisors | 0.08% | Reduce -2.9% | 3,016 | $590K |
| Archford Capital Strategies, LLC | 0.06% | Add +0.7% | 2,993 | $586K |
| D.A. Davidson & Co. | 0.00% | Add +5.9% | 2,991 | $586K |
| Stonebridge Financial Planning Group, LLC | 0.18% | Add +16.1% | 2,965 | $580K |
| Trek Financial, LLC | 0.03% | No change | 2,963 | $580K |
| QTR Family Wealth, LLC | 0.20% | Reduce -2.4% | 2,950 | $577K |
| Geneos Wealth Management Inc. | 0.01% | Add +7.7% | 2,949 | $577K |
| Caprock Group, LLC | 0.01% | Add +0.4% | 2,911 | $570K |
| McClarren Financial Advisors, Inc. | 0.29% | Reduce -1.1% | 2,896 | $567K |
| Cornerstone Planning, LLC | 0.13% | Add +0.1% | 2,872 | $562K |
| Northstar Group, Inc. | 0.07% | No change | 2,870 | $562K |
| US Bancorp \de | 0.00% | Reduce -0.3% | 2,868 | $561K |
| World Equity Group, Inc. | 0.12% | Add +179.5% | 2,837 | $555K |
| Stonebridge Financial Group, LLC | 0.08% | — | 2,838 | $555K |
| HUB Investment Partners, LLC | 0.01% | Add +35.8% | 2,822 | $552K |
| Chemistry Wealth Management LLC | 0.09% | Add +2.0% | 2,797 | $547K |
| Blackston Financial Advisory Group, LLC | 0.31% | Add +22.1% | 2,786 | $545K |
| Avior Wealth Management, LLC | 0.01% | Add +3.0% | 2,782 | $544K |
| Elm Partners Management LLC | 0.02% | New | 2,756 | $539K |
| Baird Financial Group, Inc. | 0.00% | Add +0.1% | 2,754 | $539K |
| Hilton Head Capital Partners, LLC | 0.27% | Reduce -5.5% | 2,752 | $539K |
| Private Trust Co. NA | 0.04% | Add +0.4% | 2,748 | $538K |
| DiNuzzo Private Wealth, Inc. | 0.05% | Add +0.7% | 2,742 | $537K |
| Smith, Moore & Co. | 0.03% | Add +5.4% | 2,723 | $533K |
| Colter Lewis Investment Partners LLC | 0.23% | No change | 2,700 | $528K |
| Marin Bay Wealth Advisors, LLC | 0.28% | Add +0.6% | 2,695 | $528K |
| Roman Butler Fullerton & Co. | 0.13% | No change | 2,663 | $526K |
| Autumn Glory Partners, LLC | 0.15% | Add +0.0% | 2,678 | $524K |
| Ancora Advisors LLC | 0.01% | No change | 2,662 | $521K |
| Aspen Wealth Strategies, LLC | 0.25% | No change | 2,655 | $520K |
| Cross Staff Investments Inc | 0.29% | No change | 2,641 | $517K |
| Meridian Financial Partners LLC | 0.18% | Reduce -6.0% | 2,639 | $516K |
| Wealth Effects LLC | 0.14% | No change | 2,604 | $510K |
| Patton Albertson Miller Group, LLC | 0.05% | No change | 2,600 | $509K |
| Xcelsior Advisor Partners LLC | 0.07% | Reduce -0.8% | 2,588 | $507K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.7% | 2,554 | $500K |
| Parallel Advisors, LLC | 0.01% | Add +1.0% | 2,530 | $495K |
| Integrity Alliance, Llc. | 0.02% | Reduce -3.5% | 2,521 | $494K |
| Csenge Advisory Group | 0.02% | Reduce -1.4% | 2,514 | $492K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -50.1% | 2,507 | $491K |
| First Manhattan Co. Llc. | 0.00% | Reduce -0.1% | 2,501 | $490K |
| Qube Research & Technologies Ltd | 0.00% | Add +161.5% | 2,500 | $489K |
| Sovran Advisors, LLC | 0.04% | New | 2,493 | $489K |
| Northeast Investment Management | 0.02% | No change | 2,498 | $489K |
| Clarendon Private LLC | 0.31% | Add +0.7% | 2,495 | $488K |
| Cora Capital Advisors LLC | 0.14% | No change | 2,485 | $486K |
| Harbor Asset Planning, Inc. | 0.36% | Add +3.7% | 2,475 | $484K |
| Churchill Financial Advisors, LLC | 0.09% | Add +0.7% | 2,460 | $481K |
| Western Wealth Management, LLC | 0.02% | Reduce -83.4% | 2,460 | $481K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 2,455 | $481K |
| Trust Co. of Vermont | 0.02% | — | 2,443 | $478K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -42.5% | 2,414 | $472K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 2,401 | $470K |
| Per Stirling Capital Management, LLC. | 0.04% | Add +6.6% | 2,394 | $468K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +0.6% | 2,381 | $466K |
| Sharp Wealth Advisory, LLC | 0.22% | No change | 2,375 | $465K |
| Flagship Private Wealth, LLC | 0.16% | No change | 2,353 | $461K |
| Modera Wealth Management, LLC | 0.00% | Add +20.9% | 2,353 | $461K |
| Unified Investment Management | 0.43% | No change | 2,338 | $458K |
| Citizens Financial Group Inc. | 0.01% | Add +0.0% | 2,328 | $456K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +43.2% | 2,312 | $453K |
| Kovack Advisors, Inc. | 0.02% | Reduce -3.8% | 2,330 | $452K |
| Everstar Asset Management, LLC | 0.22% | No change | 2,300 | $450K |
| DAVENPORT & Co LLC | 0.00% | Reduce -57.1% | 2,299 | $450K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -24.4% | 2,290 | $448K |
| BCM Advisors, LLC | 0.09% | Reduce -4.4% | 2,241 | $447K |
| Innovative Asset Advisors Group, LLC | 0.20% | No change | 2,279 | $446K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +13.5% | 2,275 | $445K |
| Noble Wealth Partners LLC | 0.38% | — | 2,260 | $442K |
| Savvy Advisors, Inc. | 0.01% | Reduce -6.6% | 2,247 | $440K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -19.3% | 2,236 | $438K |
| Zevin Asset Management LLC | 0.06% | No change | 2,189 | $428K |
| Hegarty Advisors, LLC | 0.29% | Add +11.8% | 2,168 | $424K |
| Continuum Advisory, LLC | 0.03% | Add +1.2% | 2,138 | $419K |
| Houlihan Financial Resource Group, Ltd. | 0.15% | Add +0.1% | 2,134 | $418K |
| Calton & Associates, Inc. | 0.06% | Reduce -75.7% | 2,131 | $417K |
| WNY Asset Management, LLC | 0.04% | Reduce -12.5% | 2,118 | $415K |
| Elevate Wealth Advisory, Inc. | 0.24% | Reduce -1.2% | 2,115 | $414K |
| Wingate Wealth Advisors, Inc. | 0.18% | Add +0.5% | 2,112 | $413K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +24.4% | 2,087 | $408K |
| Caitlin John, LLC | 0.22% | Add +0.1% | 2,081 | $407K |
| One Capital Management, LLC | 0.01% | No change | 2,047 | $406K |
| Level Four Advisory Services, LLC | 0.01% | Add +1.2% | 2,063 | $404K |
| Simmons Bank | 0.02% | Reduce -1.2% | 2,055 | $402K |
| Fulcrum Capital LLC | 0.08% | No change | 2,050 | $401K |
| Miramontes Capital, LLC | 0.12% | No change | 2,019 | $395K |
| MontVue Capital Management, Inc. | 0.23% | No change | 2,017 | $395K |
| Clearstead Advisors, LLC | 0.00% | Add +6.2% | 2,003 | $392K |
| Washington Trust Advisors, Inc. | 0.03% | Add +0.4% | 1,989 | $389K |
| Diversify Advisory Services, LLC | 0.01% | New | 1,961 | $386K |
| Diversify Wealth Management, LLC | 0.01% | Add +2.6% | 1,961 | $386K |
| Acorn Wealth Advisors, LLC | 0.09% | Add +0.6% | 1,959 | $383K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 1,925 | $377K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -51.0% | 1,920 | $376K |
| Ballentine Partners, LLC | 0.00% | No change | 1,898 | $371K |
| Ellenbecker Investment Group | 0.04% | New | 1,864 | $365K |
| AE Wealth Management LLC | 0.00% | Add +23.1% | 1,857 | $363K |
| Peterson Wealth Advisors, LLC | 0.04% | Add +0.9% | 1,854 | $363K |
| Tradewinds, LLC. | 0.08% | New | 1,556 | $362K |
| Junk Investment Group, LLC | 0.16% | No change | 1,818 | $356K |
| Fisher Asset Management | 0.00% | New | 1,818 | $356K |
| Atlas Capital Advisors Inc. | 0.04% | Reduce -25.2% | 1,805 | $353K |
| FSA Advisors, Inc. | 0.16% | Add +3.7% | 1,803 | $353K |
| Myecfo, LLC | 0.13% | Add +1.7% | 1,796 | $352K |
| Mitchell McLeod Pugh & Williams Inc. | 0.04% | No change | 1,785 | $349K |
| Global Retirement Partners, LLC | 0.01% | — | 1,756 | $344K |
| Vawter Financial, Ltd. | 0.13% | No change | 1,750 | $343K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -2.2% | 1,744 | $341K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -4.7% | 1,725 | $338K |
| Stronghold Wealth Management L.L.C. | 0.45% | Add +1.1% | 1,720 | $337K |
| Pacific Excel Wealth Advisors, Inc. | 0.13% | New | 1,700 | $333K |
| Heritage Family Offices, LLP | 0.13% | No change | 1,700 | $333K |
| Investment House LLC | 0.02% | No change | 1,700 | $333K |
| Roberts Wealth Advisors, LLC | 0.08% | Add +1.8% | 1,698 | $332K |
| United Financial Planning Group LLC | 0.17% | No change | 1,691 | $331K |
| Financial Freedom, LLC | 0.15% | No change | 1,689 | $331K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | Add +0.3% | 1,684 | $330K |
| Legacy Private Trust Co. | 0.02% | No change | 1,684 | $330K |
| Kellett Wealth Advisors, LLC | 0.15% | No change | 1,682 | $329K |
| Black Diamond Financial, LLC | 0.03% | No change | 1,679 | $329K |
| Central Valley Advisors, LLC | 0.08% | Reduce -5.5% | 1,673 | $328K |
| Retirement Planning Co of New England, Inc. | 0.12% | Reduce -0.3% | 1,664 | $326K |
| Tyche Wealth Partners LLC | 0.05% | Reduce -3.8% | 1,659 | $325K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -0.8% | 1,655 | $324K |
| Moneco Advisors, LLC | 0.02% | Add +7.3% | 1,654 | $324K |
| OneAscent Wealth Management LLC | 0.10% | Reduce -0.9% | 1,646 | $322K |
| CVA Family Office, LLC | 0.03% | No change | 1,645 | $322K |
| Composition Wealth, LLC | 0.00% | Add +14.6% | 1,645 | $322K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,635 | $320K |
| Idaho Trust Co | 0.09% | Reduce -5.6% | 1,632 | $319K |
| Searle & Co. | 0.07% | New | 1,620 | $317K |
| Panoramic Investment Advisors, LLC | 0.15% | Add +0.5% | 1,615 | $316K |
| Wedmont Private Capital | 0.01% | No change | 1,604 | $315K |
| Solidarity Wealth, LLC | 0.05% | No change | 1,603 | $314K |
| Dorato Capital Management | 0.21% | No change | 1,595 | $313K |
| Apollon Wealth Management, LLC | 0.00% | Add +13.9% | 1,590 | $311K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | Reduce -3.9% | 1,587 | $311K |
| AlphaStar Capital Management, LLC | 0.02% | New | 1,572 | $308K |
| Cyndeo Wealth Partners, LLC | 0.01% | Add +3.6% | 1,572 | $308K |
| Garden State Investment Advisory Services LLC | 0.06% | Add +1.0% | 1,568 | $307K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -84.7% | 1,563 | $306K |
| Sanchez Gaunt Capital Management, LLC | 0.17% | Reduce -0.8% | 1,555 | $304K |
| Johnson Financial Group, LLC | 0.02% | No change | 1,545 | $302K |
| Signaturefd, LLC | 0.00% | Add +0.7% | 1,531 | $300K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +16.9% | 1,522 | $298K |
| Miller Financial Services LLC | 0.24% | No change | 1,500 | $294K |
| Colonial River Investments, LLC | 0.08% | Reduce -2.0% | 1,477 | $289K |
| ZynergyRetirementPlanningLLC | 0.15% | No change | 1,452 | $284K |
| Lake Street Private Wealth, LLC | 0.03% | New | 1,448 | $284K |
| Diversified Enterprises, LLC | 0.01% | No change | 1,447 | $283K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +0.1% | 1,444 | $283K |
| PDS Planning, Inc | 0.02% | Reduce -3.0% | 1,430 | $280K |
| KDK Private Wealth Management, LLC | 0.23% | No change | 1,420 | $278K |
| Cathy Pareto & Associates, Inc. | 0.16% | Reduce -4.1% | 1,414 | $277K |
| Guardian Asset Advisors, LLC | 0.13% | Add +24.2% | 1,411 | $276K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 1,408 | $276K |
| S&A Financial Services, Inc. | 0.17% | Add +0.7% | 1,406 | $275K |
| Lynx Investment Advisory | 0.09% | Add +7.7% | 1,400 | $274K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -9.4% | 1,399 | $274K |
| RBA Wealth Management, LLC | 0.10% | Reduce -3.5% | 1,394 | $273K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -8.3% | 1,391 | $272K |
| Ranch Capital Advisors Inc. | 0.09% | Add +0.3% | 1,387 | $272K |
| Eagle Harbor Asset Management Inc. | 0.21% | Reduce -3.6% | 1,383 | $271K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -7.9% | 1,380 | $270K |
| Thoroughbred Financial Services, LLC | 0.01% | Add +1.2% | 1,382 | $270K |
| Orcam Financial Group | 0.13% | New | 1,376 | $269K |
| Signal Advisors Wealth, LLC | 0.01% | New | 1,350 | $264K |
| JMG Financial Group, Ltd. | 0.01% | No change | 1,342 | $263K |
| Jacobs Equity LLC | 0.18% | Reduce -5.1% | 1,334 | $261K |
| Keebeck Wealth Management | 0.03% | No change | 1,330 | $260K |
| Florida Trust Wealth Management Co | 0.01% | New | 1,326 | $260K |
| Bluespring Wealth Management, LLC | 0.01% | Reduce -43.1% | 1,323 | $259K |
| Silver Oak Advisory Group, Inc. | 0.10% | No change | 1,325 | $259K |
| MSH Capital Advisors LLC | 0.04% | New | 1,321 | $259K |
| One Charles Private Wealth Services, LLC | 0.06% | Add +7.5% | 1,319 | $258K |
| Curtis Advisory Group, LLC | 0.05% | Reduce -2.6% | 1,317 | $258K |
| CWA Asset Management Group, LLC | 0.01% | Add +12.1% | 1,315 | $257K |
| Powers Advisory Group, LLC | 0.08% | Add +0.6% | 1,300 | $254K |
| Peck Wealth Management, LLC | 0.21% | No change | 1,293 | $253K |
| Two Sigma Securities, LLC | 0.02% | New | 1,289 | $252K |
| Christine Messmer PC | 0.14% | Add +0.6% | 1,279 | $250K |
| Tortoise Investment Management, LLC | 0.02% | No change | 1,275 | $250K |
| Summit Financial Strategies, Inc. | 0.02% | No change | 1,275 | $250K |
| Franklin Resources Inc. | 0.00% | No change | 1,272 | $249K |
| First PREMIER Bank | 0.04% | No change | 1,255 | $246K |
| Patten & Patten Inc. | 0.01% | No change | 1,251 | $245K |
| Poehling Capital Management, INC. | 0.05% | No change | 1,250 | $245K |
| Grant Private Wealth Management Inc | 0.10% | Reduce -43.6% | 1,242 | $243K |
| Weaver Consulting Group | 0.05% | Reduce -5.0% | 1,242 | $243K |
| Invst, LLC | 0.02% | Reduce -2.1% | 1,240 | $243K |
| Vermillion Wealth Management, Inc. | 0.06% | Add +0.2% | 1,228 | $240K |
| Anchor Bay Capital, Inc. | 0.13% | — | 1,278 | $239K |
| Montag A & Associates Inc. | 0.01% | Reduce -26.5% | 1,211 | $237K |
| BNP Paribas Financial Markets | 0.00% | Add +12.0% | 1,211 | $237K |
| Bernicke Wealth Management, Ltd. | 0.03% | No change | 1,207 | $236K |
| Jacobi Capital Management LLC | 0.01% | New | 1,207 | $236K |
| Rialto Wealth Management, LLC | 0.05% | Reduce -0.5% | 1,204 | $236K |
| Nova Wealth Management, Inc. | 0.13% | Add +111.6% | 1,202 | $235K |
| Vise Technologies, Inc. | 0.00% | Reduce -3.5% | 1,197 | $234K |
| Blue Trust, Inc. | 0.00% | Reduce -5.2% | 1,193 | $234K |
| One Day In July LLC | 0.02% | No change | 1,190 | $233K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.08% | No change | 1,179 | $231K |
| Kirkwood Financial Services | 0.07% | Reduce -1.0% | 1,172 | $229K |
| Pacific Sun Financial Corp | 0.09% | No change | 1,170 | $229K |
| Advantage Trust Co | 0.08% | No change | 1,169 | $229K |
| Mezzasalma Advisors, LLC | 0.05% | Add +0.7% | 1,165 | $228K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 1,157 | $226K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 1,156 | $226K |
| Fearless Solutions, LLC dba Best Invest | 0.12% | No change | 1,154 | $226K |
| Carrera Capital Advisors | 0.03% | Add +0.4% | 1,151 | $225K |
| Roble, Belko & Company, Inc | 0.02% | No change | 1,150 | $225K |
| Howard Capital Management, LLC | 0.00% | No change | 1,149 | $225K |
| MKT Advisors LLC | 0.07% | Reduce -21.4% | 1,138 | $224K |
| BCS Wealth Management | 0.04% | No change | 1,145 | $224K |
| Caldwell Trust Co | 0.02% | Add +28.4% | 1,145 | $224K |
| Madison Wealth Partners, Inc | 0.03% | Add +0.6% | 1,143 | $224K |
| Aspiriant, LLC | 0.01% | New | 1,142 | $224K |
| Ellis Investment Partners, LLC | 0.03% | Add +0.5% | 1,141 | $223K |
| RCW Management, LLC | 0.20% | Reduce -2.6% | 1,132 | $222K |
| Accurate Wealth Management, LLC | 0.02% | New | 1,128 | $221K |
| North Star Investment Management Corp. | 0.01% | Add +0.6% | 1,121 | $219K |
| Sage Financial Group Inc. | 0.01% | No change | 1,110 | $217K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -26.0% | 1,106 | $216K |
| Trustco Bank Corp. N Y | 0.16% | New | 1,097 | $215K |
| Ankerstar Wealth, LLC | 0.18% | Reduce -0.2% | 1,096 | $215K |
| Wedbush Securities Inc. | 0.01% | Add +0.1% | 1,090 | $213K |
| Bolthouse Investments, LLC | 0.17% | No change | 1,077 | $211K |
| Arrien Investments, Inc. | 0.11% | Add +1.0% | 1,076 | $211K |
| Massachusetts Wealth Management | 0.08% | No change | 1,075 | $210K |
| Chicago Wealth Management, Inc. | 0.07% | Add +0.6% | 1,066 | $209K |
| Goelzer Investment Management, Inc. | 0.01% | No change | 1,057 | $207K |
| Fortis Capital Advisors, LLC | 0.02% | Add +1.8% | 1,045 | $205K |
| Belpointe Asset Management LLC | 0.01% | Add +1.8% | 1,045 | $205K |
| Plancorp, LLC | 0.01% | No change | 1,035 | $204K |
| Guardian Capital, LLC | 0.17% | Reduce -8.8% | 1,043 | $204K |
| Benjamin Edwards Inc. | 0.00% | Add +0.3% | 1,035 | $203K |
| Independent Wealth Network Inc. | 0.05% | New | 1,026 | $201K |
| First American Trust, FSB | 0.01% | Add +0.3% | 1,024 | $200K |
| Family Investment Center, Inc. | 0.03% | Reduce -4.5% | 1,024 | $200K |
| Virtue Capital Management, LLC | 0.03% | Reduce -34.2% | 1,022 | $200K |
| Woodmont Investment Counsel LLC | 0.01% | No change | 1,022 | $200K |
| VSM Wealth Advisory, LLC | 0.05% | No change | 1,001 | $196K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $196K |
| Citizens National Bank Trust Department | 0.03% | No change | 997 | $195K |
| Greykasell Wealth Strategies, Inc. | 0.07% | Add +127.8% | 968 | $190K |
| Hills Bank & Trust Co | 0.01% | New | 959 | $188K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 941 | $184K |
| Coston, McIsaac & Partners | 0.04% | Add +0.2% | 938 | $183K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 927 | $181K |
| Pacific Center for Financial Services | 0.04% | No change | 918 | $180K |
| Mather Group, Llc. | 0.00% | No change | 856 | $168K |
| Financial Perspectives, Inc | 0.04% | No change | 828 | $162K |
| Center for Financial Planning, Inc. | 0.01% | No change | 783 | $153K |
| Hurley Capital, LLC | 0.08% | Add +0.3% | 768 | $150K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -21.9% | 748 | $146K |
| Robbins Farley | 0.06% | Add +11.8% | 740 | $145K |
| Triumph Capital Management | 0.03% | Add +0.7% | 740 | $145K |
| Progressive Investment Management Corp | 0.03% | No change | 700 | $137K |
| Avalon Trust Co | 0.01% | No change | 700 | $137K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 700 | $137K |
| Medallion Wealth Advisors, LLC | 0.04% | Reduce -35.8% | 645 | $126K |
| IMA Advisory Services, Inc. | 0.01% | New | 604 | $118K |
| Swisher Financial Concepts, Inc. | 0.07% | Reduce -64.3% | 591 | $116K |
| Smartleaf Asset Management LLC | 0.00% | No change | 576 | $114K |
| Boyd Watterson Asset Management LLC | 0.03% | No change | 550 | $108K |
| Financial Consulate, Inc. | 0.01% | Add +2.9% | 538 | $105K |
| AdvisorNet Financial, Inc | 0.00% | Add +84.5% | 537 | $105K |
| Bellevue Asset Management, LLC | 0.05% | Add +0.2% | 530 | $104K |
| Cape Investment Advisory, Inc. | 0.03% | Reduce -55.4% | 527 | $103K |
| Capital Analysts, LLC | 0.00% | No change | 520 | $102K |
| Valley National Advisers Inc. | 0.01% | No change | 500 | $98K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -36.7% | 475 | $93K |
| Atlantic Union Bankshares Corp | 0.00% | Add +28.7% | 462 | $90K |
| St Germain D J Co. Inc. | 0.00% | No change | 460 | $90K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 457 | $89K |
| Colonial Trust Co / SC | 0.01% | Add +6.0% | 445 | $87K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -41.8% | 442 | $87K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 436 | $85K |
| Meramec Financial Planners, LLC | 0.03% | Add +0.7% | 431 | $85K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 420 | $82K |
| Bogart Wealth, LLC | 0.00% | No change | 419 | $82K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 406 | $79K |
| Downshift Financial, LLC | 0.04% | New | 404 | $79K |
| Paladin Advisory Group, LLC | 0.05% | No change | 395 | $77K |
| Larson Financial Group LLC | 0.00% | Add +9475.0% | 383 | $75K |
| Register Financial Advisors LLC | 0.02% | New | 380 | $74K |
| GAMMA Investing LLC | 0.00% | No change | 375 | $73K |
| True Wealth Design, LLC | 0.02% | No change | 348 | $68K |
| Vision Retirement, LLC | 0.02% | No change | 345 | $68K |
| City Holding Co. | 0.01% | Reduce -10.4% | 345 | $68K |
| Westfuller Advisors, LLC | 0.02% | Reduce -10.0% | 334 | $65K |
| Lanark Financial, Inc. | 0.00% | Reduce -1.8% | 329 | $64K |
| Bokf, NA | 0.00% | No change | 327 | $64K |
| Smithfield Trust Co | 0.00% | No change | 325 | $64K |
| Salem Investment Counselors Inc. | 0.00% | No change | 326 | $64K |
| Howe & Rusling Inc. | 0.00% | No change | 310 | $61K |
| Cassaday & Co Wealth Management LLC | 0.00% | Add +5.1% | 310 | $61K |
| Davis Capital Management | 0.04% | No change | 304 | $60K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 300 | $59K |
| Compass Financial Management LLC | 0.01% | — | 299 | $58K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 273 | $53K |
| Blume Capital Management, Inc. | 0.01% | No change | 255 | $50K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 250 | $49K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 248 | $49K |
| Ulland Investment Advisors, LLC | 0.04% | No change | 245 | $48K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 244 | $48K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 243 | $48K |
| Tower View Wealth Management LLC | 0.02% | Add +0.9% | 234 | $46K |
| Salomon & Ludwin, LLC | 0.00% | No change | 236 | $46K |
| Hantz Financial Services, Inc. | 0.00% | Add +268.3% | 232 | $45K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.01% | New | 225 | $45K |
| Ashton Thomas Securities, LLC | 0.01% | Add +26.9% | 212 | $41K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Reduce -49.6% | 208 | $41K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Add +0.5% | 202 | $39K |
| Barrett & Company, Inc. | 0.01% | No change | 200 | $39K |
| United Community Bank | 0.01% | No change | 190 | $37K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +9.6% | 183 | $36K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 175 | $35K |
| Sittner & Nelson, LLC | 0.01% | New | 175 | $34K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 170 | $33K |
| Van Den Berg Management I, Inc. | 0.01% | No change | 162 | $32K |
| Regatta Research & Money Management | 0.03% | — | 157 | $31K |
| Key Financial Inc | 0.00% | No change | 152 | $30K |
| Evolution Wealth Management Inc. | 0.02% | New | 150 | $29K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -6.3% | 148 | $29K |
| Leo H. Evart, Inc. | 0.02% | No change | 147 | $29K |
| Brown Brothers Harriman & Co. | 0.00% | New | 146 | $29K |
| Minot DeBlois Advisors LLC | 0.02% | No change | 136 | $27K |
| Twin Lakes Capital Management, LLC | 0.01% | Reduce -22.3% | 136 | $27K |
| Raffa Wealth Management, LLC | 0.00% | No change | 130 | $25K |
| National Bank of Canada | 0.00% | Reduce -44.0% | 127 | $25K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +0.8% | 125 | $24K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 123 | $24K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 122 | $24K |
| Imprint Wealth LLC | 0.10% | Reduce -38.9% | 121 | $24K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 121 | $24K |
| Parkside Financial Bank & Trust | 0.00% | No change | 114 | $22K |
| Clearstead Trust, LLC | 0.00% | No change | 106 | $21K |
| KERR FINANCIAL PLANNING Corp | 0.02% | Reduce -56.7% | 100 | $20K |
| Fourth Dimension Wealth, LLC | 0.01% | 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% | Reduce -4.0% | 96 | $19K |
| 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 | $17K |
| Highland Investment Advisors LLC | 0.01% | — | 89 | $17K |
| Vanguard National Trust Co | 0.00% | No change | 76 | $15K |
| Addison Advisors LLC | 0.01% | No change | 75 | $15K |
| TD Private Client Wealth LLC | 0.00% | No change | 75 | $15K |
| Monetary Management Group Inc. | 0.00% | No change | 68 | $13K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 67 | $13K |
| NorthAvenue LLC | 0.01% | No change | 65 | $13K |
| Asset Dedication, LLC | 0.00% | No change | 65 | $13K |
| Community Bank, N.A. | 0.00% | No change | 65 | $13K |
| NFSG Corp | 0.00% | No change | 64 | $12K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 63 | $12K |
| Fairway Wealth LLC | 0.00% | New | 60 | $12K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 55 | $11K |
| TD Capital Management LLC | 0.00% | No change | 50 | $10K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 50 | $10K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +110.0% | 42 | $8K |
| Fiduciary Financial Advisors | 0.00% | New | 40 | $8K |
| Integrity Financial Corp | 0.00% | Add +95.0% | 39 | $8K |
| Gould Capital, LLC | 0.00% | No change | 32 | $6K |
| Signature Equity Partners, LLC | 0.00% | Reduce -93.2% | 30 | $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 |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -48.9% | 24 | $5K |
| Buck Wealth Strategies, LLC | 0.00% | New | 23 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -4.5% | 21 | $4K |
| LifeSteps Financial, Inc. | 0.00% | New | 20 | $4K |
| Bullock Wealth Management Group | 0.00% | Reduce -70.2% | 20 | $4K |
| Horizon Financial Services, LLC | 0.00% | New | 19 | $4K |
| Victory Capital Management Inc. | 0.00% | New | 19 | $4K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 18 | $4K |
| Gill Capital Partners, LLC | 0.00% | No change | 17 | $3K |
| West Paces Advisors Inc. | 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 |
| Ameriflex Group, Inc. | 0.00% | New | 12 | $2K |
| Noble Wealth Management PBC | 0.00% | No change | 11 | $2K |
| Operose Advisors LLC | 0.00% | No change | 10 | $2K |
| Princeton Global Asset Management LLC | 0.00% | No change | 10 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 10 | $2K |
| Orion Capital Management LLC | 0.00% | No change | 7 | $1K |
| Planning Strategies Inc. | 0.00% | — | 7 | $1K |
| Byrne Asset Management LLC | 0.00% | No change | 5 | $999 |
| Atwood & Palmer Inc. | 0.00% | New | 5 | $979 |
| Tiaa Trust, National Association | 0.00% | No change | 4 | $783 |
| Financial Gravity Companies, Inc. | 0.00% | — | 3 | $587 |
| Obsidian Cio, LLC | 0.00% | New | 2 | $394 |
| Transce3nd, LLC | 0.00% | Reduce -99.9% | 2 | $392 |
| Great Lakes Advisors, LLC | 0.00% | New | 2 | $354 |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -87.5% | 1 | $196 |
"% of holder's portfolio" is VPU's weight in each manager's 13F, not the share of Vanguard Utilities ETF the manager owns.