Vanguard Int High DVD YLDVYMIETF
13F holders, Q4 2024 (December 31)584holders +50
35new positions
24sold out
3famous investors
$67.94avg. 13F price*
At the end of Q4 2024, 584 institutions reported holding Vanguard Int High DVD YLD Inc. (VYMI) in their 13F filings, up 50 from Q3 2024. 35 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($304.0M), Bank of America Corp. ($245.6M) and Orgel Wealth Management, LLC ($175.8M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard Int High DVD YLD Inc.
- CUSIP
- 921946794
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $45.3M |
| Exits | 24 | $20.8M |
All 13F filers, Q3 2024 → Q4 2024: 3,993,930 shares bought and 1,073,339 shares sold, net +2,920,591 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 584 holders
| Morgan Stanley | 0.02% | Add +5.0% | 4,478,430 | $304.0M |
| Bank of America Corp. | 0.02% | Reduce -0.2% | 3,617,675 | $245.6M |
| Orgel Wealth Management, LLC | 4.59% | Add +3.0% | 2,589,224 | $175.8M |
| Wells Fargo & Company | 0.03% | Add +3.9% | 1,826,293 | $124.0M |
| Captrust Financial Advisors | 0.35% | Add +3.3% | 1,801,458 | $122.3M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -5.7% | 1,706,047 | $115.8M |
| Ameriprise Financial Inc. | 0.03% | Reduce -3.7% | 1,465,183 | $99.4M |
| LPL Financial LLC | 0.04% | Add +11.9% | 1,362,664 | $92.5M |
| Manufacturers Life Insurance Company, The | 0.08% | Add +11.8% | 1,332,192 | $90.4M |
| UBS Group AG | 0.02% | Add +4.2% | 1,123,367 | $76.3M |
| Confluence Wealth Services, Inc. | 4.79% | Add +14.0% | 1,055,216 | $73.7M |
| Royal Bank of Canada | 0.01% | Add +3.8% | 1,023,023 | $69.4M |
| Jane Street Group, LLC | 0.09% | Add +25174.6% | 858,072 | $58.2M |
| Raymond James Financial Inc. | 0.02% | — | 746,227 | $50.7M |
| Jones Financial Companies LLLP | 0.05% | Add +25.6% | 726,347 | $49.3M |
| Cwm, LLC | 0.19% | Add +0.5% | 690,195 | $46.9M |
| Sageworth Trust Co | 2.88% | Reduce -0.1% | 687,416 | $46.7M |
| Creative Planning | 0.04% | Add +0.5% | 678,050 | $46.0M |
| HighTower Advisors, LLC | 0.05% | Add +19.5% | 563,532 | $38.3M |
| Equitable Holdings, Inc. | 0.33% | Add +7.0% | 506,424 | $34.4M |
| Bank of Hawaii | 1.79% | Reduce -0.3% | 477,127 | $32.4M |
| Summit Financial Wealth Advisors, LLC | 5.75% | Add +4.5% | 422,411 | $29.4M |
| First Hawaiian Bank | 0.91% | Reduce -4.1% | 410,173 | $27.8M |
| Mariner, LLC | 0.05% | Add +52.9% | 407,691 | $27.7M |
| JPMorgan Chase & Co. | 0.00% | Add +5.7% | 401,645 | $27.3M |
| Barry Investment Advisors, LLC | 8.52% | Add +1.9% | 390,386 | $26.5M |
| Capital Advantage, Inc. | 4.67% | Reduce -8.1% | 377,221 | $25.6M |
| Commonwealth Equity Services, LLC | 0.04% | Add +4.3% | 354,847 | $24.1M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -3.4% | 348,995 | $23.7M |
| Arlington Trust Co LLC | 4.86% | Reduce -0.8% | 340,051 | $23.1M |
| Roble, Belko & Company, Inc | 3.45% | Add +3.7% | 320,292 | $21.7M |
| Sei Investments Co. | 0.03% | Add +3.0% | 319,351 | $21.7M |
| PNC Financial Services Group, Inc. | 0.01% | Add +14.3% | 305,592 | $20.7M |
| American Investment Services, Inc. | 3.26% | Add +3.7% | 271,158 | $18.4M |
| Cetera Investment Advisers | 0.04% | Reduce -6.7% | 267,934 | $18.2M |
| Assetmark, Inc. | 0.05% | Add +4.5% | 265,827 | $18.0M |
| Strategic Point Investment Advisors, LLC | 2.70% | Add +1.8% | 243,594 | $16.5M |
| Signature Estate & Investment Advisors LLC | 0.40% | Reduce -23.7% | 237,057 | $16.1M |
| Janney Montgomery Scott LLC | 0.04% | New | 235,779 | $16.0M |
| Focus Partners Wealth | 0.04% | Add +3366.6% | 232,437 | $15.8M |
| Truist Financial Corp. | 0.02% | Reduce -2.3% | 230,613 | $15.7M |
| SWAN Capital LLC | 7.61% | Add +8.2% | 229,685 | $15.6M |
| LS Investment Advisors, LLC | 2.27% | Reduce -1.0% | 227,560 | $15.4M |
| Baird Financial Group, Inc. | 0.03% | Add +20.5% | 225,508 | $15.3M |
| Capital Investment Advisors, LLC | 0.31% | Reduce -1.3% | 223,777 | $15.2M |
| Main Line Retirement Advisors, LLC | 10.00% | Add +3.9% | 223,600 | $15.2M |
| Procyon Advisors, LLC | 0.96% | Reduce -4.2% | 220,282 | $15.0M |
| Pathstone Holdings, LLC | 0.06% | Add +1.3% | 209,904 | $14.2M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +10.3% | 198,539 | $13.5M |
| Kwmg, LLC | 1.37% | Add +2.9% | 196,662 | $13.3M |
| Mackenzie Financial Corp. | 0.02% | New | 192,455 | $13.1M |
| AAF Wealth Management, LLC | 6.42% | Add +4.7% | 187,506 | $12.7M |
| HUB Investment Partners, LLC | 0.51% | Reduce -0.1% | 178,322 | $12.1M |
| Sanctuary Advisors, LLC | 0.08% | Add +4.3% | 167,819 | $11.9M |
| Stifel Financial Corp. | 0.01% | Add +14.3% | 169,580 | $11.5M |
| Human Investing LLC | 1.99% | Add +6.2% | 165,691 | $11.2M |
| Burns J W & Co. Inc. | 1.42% | Add +10.2% | 164,385 | $11.2M |
| Regimen Wealth, LLC | 3.56% | Add +2.0% | 160,688 | $10.9M |
| Ackerman Capital Advisors, LLC | 2.86% | Add +1.8% | 160,645 | $10.9M |
| Arkos Global Advisors | 1.60% | Add +1.8% | 160,608 | $10.9M |
| RTD Financial Advisors, Inc. | 1.39% | Reduce -0.8% | 159,922 | $10.9M |
| Unison Advisors LLC | 1.29% | Reduce -0.1% | 159,263 | $10.8M |
| Tull Financial Group, Inc. | 6.37% | Add +3.8% | 155,643 | $10.6M |
| Prentice Wealth Management LLC | 3.00% | Add +4.9% | 152,599 | $10.4M |
| Osaic Holdings, Inc. | 0.02% | Add +3.1% | 185,547 | $10.1M |
| Integrated Advisors Network LLC | 0.47% | Reduce -4.2% | 144,577 | $9.8M |
| Strategic Wealth Investment Group, LLC | 0.53% | Reduce -2.0% | 141,582 | $9.6M |
| Tocqueville Asset Management L.P. | 0.15% | Add +0.7% | 140,836 | $9.6M |
| Equitable Trust Co. | 0.53% | Reduce -11.7% | 139,877 | $9.5M |
| Meeder Advisory Services, Inc. | 0.59% | Add +2.4% | 138,696 | $9.4M |
| Citigroup Inc. | 0.01% | Add +1.9% | 138,635 | $9.4M |
| Rebalance, LLC | 0.70% | Reduce -9.7% | 138,262 | $9.4M |
| Family Investment Center, Inc. | 2.37% | Add +1.4% | 137,374 | $9.3M |
| Stephens Inc. | 0.13% | Add +6.8% | 137,045 | $9.3M |
| Avantax Advisory Services, Inc. | 0.06% | Add +6.0% | 135,044 | $9.2M |
| Atria Investments, Inc | 0.11% | Add +8.0% | 130,357 | $8.8M |
| Pinnacle Financial Group, LLC / IL | 3.42% | Add +8.4% | 128,696 | $8.7M |
| Gunma Bank,Ltd. | 2.87% | Add +8.5% | 128,000 | $8.7M |
| Mgo One Seven LLC | 0.33% | Add +10.4% | 126,858 | $8.6M |
| Croban | 8.24% | — | 123,706 | $8.4M |
| Capital Advisors Wealth Management, LLC | 1.48% | Add +0.4% | 122,693 | $8.3M |
| Wedmont Private Capital | 0.43% | Add +20.8% | 121,701 | $8.2M |
| Cedar Mountain Advisors, LLC | 1.79% | Add +11.1% | 120,021 | $8.1M |
| New England Private Wealth Advisors LLC | 1.29% | Add +5.5% | 120,019 | $8.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.4% | 119,262 | $8.1M |
| NewEdge Advisors, LLC | 0.05% | Add +88.7% | 117,328 | $8.0M |
| Lumbard & Kellner, LLC | 3.35% | Reduce -4.7% | 114,846 | $7.8M |
| Fiduciary Trust Co | 0.10% | Reduce -0.9% | 113,525 | $7.7M |
| Townsquare Capital LLC | 0.09% | Reduce -16.5% | 112,763 | $7.7M |
| Drucker Wealth 3.0, LLC | 1.75% | Reduce -16.3% | 112,015 | $7.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +14.3% | 109,706 | $7.4M |
| Rockefeller Capital Management L.P. | 0.02% | Add +0.2% | 107,654 | $7.3M |
| Financial Perspectives, Inc | 2.29% | Add +3.3% | 100,477 | $6.8M |
| Guardian Financial Partners, LLC | 3.91% | Add +9.1% | 96,981 | $6.6M |
| ADG Wealth Management Group, LLC | 5.64% | — | 93,490 | $6.3M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +8.5% | 92,466 | $6.3M |
| Cherry Tree Wealth Management, LLC | 1.51% | Reduce -1.7% | 89,599 | $6.1M |
| Courier Capital LLC | 0.42% | Add +14.6% | 89,528 | $6.1M |
| Apeiron RIA LLC | 1.68% | Reduce -8.9% | 88,262 | $6.0M |
| Independent Financial Group, LLC | 0.20% | Add +1.3% | 87,711 | $6.0M |
| Clarity Wealth Advisors, LLC | 1.61% | Add +9.9% | 87,097 | $5.9M |
| Kraft, Davis & Associates, LLC | 1.68% | Add +5.4% | 82,366 | $5.9M |
| Ariston Services Group | 5.00% | Add +2.5% | 84,980 | $5.8M |
| Linscomb Wealth, Inc. | 0.28% | Add +7.5% | 84,054 | $5.7M |
| Principal Securities, Inc. | 0.13% | Reduce -2.8% | 83,957 | $5.7M |
| Waverly Advisors, LLC | 0.08% | Add +2.6% | 77,900 | $5.3M |
| McKinley Carter Wealth Services, Inc. | 0.32% | Add +1.0% | 77,438 | $5.3M |
| Oak Hill Wealth Advisors, LLC | 1.25% | — | 77,152 | $5.2M |
| MML Investors Services, LLC | 0.02% | Add +8.0% | 76,849 | $5.2M |
| Vestmark Advisory Solutions, Inc. | 0.17% | Add +13.6% | 73,095 | $5.0M |
| Eagle Strategies LLC | 0.83% | Add +9.4% | 70,780 | $4.8M |
| Manning & Napier Advisors LLC | 0.05% | Reduce -13.6% | 70,179 | $4.8M |
| Walkner Condon Financial Advisors LLC | 0.95% | Add +12.9% | 69,150 | $4.7M |
| WNY Asset Management, LLC | 0.57% | Add +0.9% | 67,331 | $4.6M |
| First PREMIER Bank | 1.15% | Add +0.3% | 66,709 | $4.5M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.09% | Add +4.5% | 64,813 | $4.4M |
| First Citizens Bank & Trust Co. | 0.08% | Add +74.8% | 64,028 | $4.3M |
| Venture Visionary Partners LLC | 0.18% | Add +0.1% | 63,420 | $4.3M |
| S. R. Schill & Associates | 3.51% | Reduce -7.3% | 61,755 | $4.2M |
| Axis Wealth Partners, LLC | 3.50% | — | 61,179 | $4.2M |
| Moran Wealth Management, LLC | 0.13% | Reduce -0.1% | 60,980 | $4.1M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +0.9% | 59,525 | $4.0M |
| Wealthcare Advisory Partners LLC | 0.11% | Add +7.7% | 59,216 | $4.0M |
| Lebenthal Global Advisors, LLC | 0.72% | Add +1.1% | 58,014 | $3.9M |
| BCS Wealth Management | 0.98% | New | 57,974 | $3.9M |
| Fiduciary Advisors, Inc. | 3.82% | — | 55,869 | $3.8M |
| Natixis Advisors, LLC | 0.01% | Add +5.3% | 55,380 | $3.8M |
| Investment Advisory Group, LLC | 1.23% | Reduce -3.7% | 54,008 | $3.7M |
| Sageworth Trust Co of South Dakota | 4.62% | Add +1.8% | 53,842 | $3.7M |
| Daiichi Life Insurance Co., Ltd. | 0.10% | Reduce -3.3% | 53,264 | $3.6M |
| Heartwood Wealth Advisors LLC | 0.39% | Add +0.3% | 51,196 | $3.5M |
| Cambridge Financial Group, LLC | 1.38% | Add +0.5% | 47,686 | $3.2M |
| Country Club Bank | 0.21% | Reduce -1.8% | 47,492 | $3.2M |
| Bank of Montreal | 0.00% | Add +12.4% | 47,081 | $3.2M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -4.3% | 46,995 | $3.2M |
| Certified Advisory Corp | 0.34% | Reduce -0.3% | 46,503 | $3.2M |
| Zhang Financial LLC | 0.18% | Add +17.3% | 46,056 | $3.1M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -1.9% | 45,855 | $3.1M |
| Janney Capital Management LLC | 0.20% | New | 45,540 | $3.1M |
| Regal Investment Advisors LLC | 0.23% | Reduce -9.6% | 45,240 | $3.1M |
| JFS Wealth Advisors, LLC | 0.21% | Reduce -5.6% | 44,468 | $3.0M |
| Angeles Investment Advisors, LLC | 0.14% | No change | 44,000 | $3.0M |
| High Net Worth Advisory Group LLC | 0.82% | Reduce -4.5% | 43,081 | $2.9M |
| Mayfair Advisory Group, LLC | 1.72% | Reduce -1.0% | 42,985 | $2.9M |
| 180 Wealth Advisors, LLC | 0.45% | Add +4.1% | 41,876 | $2.8M |
| Fiduciary Group, LLC | 0.28% | Add +11.6% | 41,806 | $2.8M |
| Citadel Advisors | 0.00% | Add +40.9% | 40,331 | $2.7M |
| Independent Advisor Alliance | 0.04% | New | 39,985 | $2.7M |
| Montecito Bank & Trust | 0.47% | Add +5.1% | 39,885 | $2.7M |
| Valmark Advisers, Inc. | 0.04% | Add +12.2% | 39,460 | $2.7M |
| Marino, Stram & Associates LLC | 0.59% | Add +0.2% | 38,971 | $2.6M |
| 5T Wealth, LLC | 1.45% | — | 38,893 | $2.6M |
| Precedent Wealth Partners, LLC | 0.86% | Add +3.9% | 38,856 | $2.6M |
| Beta Wealth Group, Inc. | 1.14% | Add +0.9% | 37,804 | $2.6M |
| Cary Street Partners Financial LLC | 0.08% | — | 37,037 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -0.1% | 36,570 | $2.5M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -0.1% | 36,570 | $2.5M |
| CoreFirst Bank & Trust | 1.44% | Add +5.5% | 35,692 | $2.4M |
| Ally Invest Advisors Inc. | 0.21% | Add +2.6% | 35,512 | $2.4M |
| EP Wealth Advisors, LLC | 0.02% | Add +49.3% | 35,219 | $2.4M |
| Mountain Capital Investment Advisors Inc. | 0.49% | Add +20.7% | 34,783 | $2.4M |
| Note Advisors, LLC | 2.10% | — | 34,917 | $2.4M |
| Roof Eidam Maycock Peralta, LLC | 0.61% | Reduce -49.0% | 34,870 | $2.4M |
| Cerity Partners LLC | 0.01% | Add +32.6% | 34,561 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.2% | 34,219 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Add +2.3% | 34,198 | $2.3M |
| Prospera Financial Services Inc | 0.05% | Add +519.2% | 34,181 | $2.3M |
| Howe & Rusling Inc. | 0.20% | Reduce -0.9% | 33,903 | $2.3M |
| Smartleaf Asset Management LLC | 0.23% | Reduce -4.2% | 33,811 | $2.3M |
| Brighton Securities Corp. | 1.10% | — | 33,317 | $2.3M |
| Cowa, LLC | 1.08% | Add +44.8% | 32,616 | $2.2M |
| Wealthfront Advisers LLC | 0.01% | Reduce -5.8% | 32,324 | $2.2M |
| Mission Hills Financial Advisory, LLC | 1.67% | Add +11.0% | 31,697 | $2.2M |
| SJS Investment Consulting Inc. | 0.37% | No change | 31,649 | $2.1M |
| Kingsview Wealth Management, LLC | 0.04% | Add +5.2% | 31,406 | $2.1M |
| NWF Advisory Services Inc. | 0.31% | Add +0.4% | 31,348 | $2.1M |
| Interchange Capital Partners, LLC | 0.76% | Reduce -4.2% | 30,843 | $2.1M |
| Breakwater Investment Management | 0.89% | Add +6.9% | 30,843 | $2.1M |
| Evanson Asset Management, LLC | 0.14% | No change | 30,492 | $2.1M |
| Edge Capital Group, LLC | 0.09% | Reduce -98.2% | 542 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +0.0% | 29,634 | $2.0M |
| AdvisorNet Financial, Inc | 0.17% | Add +0.8% | 29,559 | $2.0M |
| Walter & Keenan Wealth Management LLC /in/ | 0.59% | Add +4.8% | 28,718 | $1.9M |
| Element Wealth, LLC | 1.01% | Add +5.1% | 28,566 | $1.9M |
| Motco | 0.20% | Add +5.5% | 28,342 | $1.9M |
| Advus Financial Partners, LLC | 0.54% | Reduce -14.5% | 28,243 | $1.9M |
| CRA Financial Services, LLC | 0.33% | Add +29.5% | 28,197 | $1.9M |
| Arq Wealth Advisors, LLC | 0.72% | Add +17.2% | 28,062 | $1.9M |
| &partners | 0.02% | Reduce -15.0% | 27,944 | $1.9M |
| Martin Worley Group | 1.16% | — | 27,303 | $1.9M |
| Sapient Capital LLC | 0.04% | Reduce -2.9% | 27,250 | $1.8M |
| Duncan Williams Asset Management, LLC | 0.71% | Add +27.0% | 26,503 | $1.8M |
| Glass Jacobson Investment Advisors llc | 0.58% | Add +1.2% | 25,946 | $1.8M |
| Glenmede Trust Co. NA | 0.01% | No change | 25,920 | $1.8M |
| Stokes Family Office, LLC | 0.19% | Add +0.5% | 25,585 | $1.7M |
| Crews Bank & Trust | 0.29% | — | 25,410 | $1.7M |
| Caprock Group, LLC | 0.06% | Add +0.0% | 25,364 | $1.7M |
| Comerica Bank | 0.01% | Reduce -4.0% | 24,716 | $1.7M |
| Transce3nd, LLC | 0.57% | — | 24,568 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | No change | 24,478 | $1.7M |
| Essex Financial Services, Inc. | 0.12% | Add +9.4% | 24,464 | $1.7M |
| Talisman Wealth Advisors LLC | 1.75% | Add +10.8% | 24,306 | $1.6M |
| Integral Investment Advisors, Inc. | 0.52% | Reduce -16.7% | 23,837 | $1.6M |
| Anchor Investment Management, LLC | 0.15% | Add +5.2% | 23,522 | $1.6M |
| Donaldson Capital Management, LLC | 0.06% | Add +6.1% | 23,443 | $1.6M |
| Advisory Services Network, LLC | 0.03% | Add +143.1% | 22,932 | $1.6M |
| Quantinno Capital Management LP | 0.01% | Reduce -1.0% | 22,109 | $1.5M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -0.0% | 21,816 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +107.0% | 21,799 | $1.5M |
| FMR LLC | 0.00% | Add +13.3% | 21,717 | $1.5M |
| Investors Research Corp | 0.32% | Add +37.0% | 21,501 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +8.5% | 21,372 | $1.5M |
| Kuhn & Co Investment Counsel | 1.23% | Add +0.6% | 21,329 | $1.4M |
| OMC Financial Services LTD | 0.61% | Reduce -2.0% | 21,230 | $1.4M |
| Kohmann Bosshard Financial Services, LLC | 0.17% | Reduce -2.9% | 20,792 | $1.4M |
| Childress Capital Advisors, LLC | 0.39% | No change | 20,400 | $1.4M |
| Mechanics Bank Trust Department | 0.18% | Reduce -0.5% | 20,225 | $1.4M |
| Ascent Group, LLC | 0.10% | Add +1.2% | 20,068 | $1.4M |
| Allianz Asset Management GmbH | 0.00% | Add +22.7% | 19,981 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Add +17.1% | 19,953 | $1.4M |
| BluePointe Capital Management, LLC | 0.75% | No change | 19,329 | $1.3M |
| Forest Hill Capital, LLC | 1.01% | No change | 19,200 | $1.3M |
| Rosenberg Matthew Hamilton | 0.34% | Add +3.5% | 19,183 | $1.3M |
| Rockingstone Advisors LLC | 0.56% | Reduce -10.8% | 18,620 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +0.0% | 18,377 | $1.2M |
| BigSur Wealth Management LLC | 0.35% | No change | 18,000 | $1.2M |
| Thrive Capital Management, LLC | 0.56% | Reduce -17.5% | 17,900 | $1.2M |
| Silverlake Wealth Management LLC | 0.47% | Reduce -9.1% | 17,810 | $1.2M |
| 10Elms LLP | 1.50% | — | 17,601 | $1.2M |
| Macquarie Group Ltd. | 0.00% | Reduce -51.7% | 17,272 | $1.2M |
| Milestone Asset Management Group, LLC | 1.04% | — | 17,106 | $1.2M |
| Cadence Bank | 0.08% | Reduce -6.8% | 17,026 | $1.2M |
| Collective Family Office LLC | 0.32% | Reduce -11.4% | 17,014 | $1.2M |
| Lido Advisors, LLC | 0.01% | Add +0.2% | 16,640 | $1.1M |
| Mosaic Financial Group, LLC | 0.80% | Reduce -4.7% | 16,506 | $1.1M |
| Wexford Capital LP | 0.29% | No change | 16,456 | $1.1M |
| Grayhawk Investment Strategies Inc. | 2.12% | Reduce -41.9% | 16,370 | $1.1M |
| Allworth Financial LP | 0.01% | Add +33.2% | 15,809 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -31.3% | 15,839 | $1.1M |
| Joel Isaacson & Co., LLC | 0.05% | Add +4.8% | 15,821 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +15.7% | 15,814 | $1.1M |
| Moseley Investment Management Inc. | 0.42% | Add +5.0% | 15,702 | $1.1M |
| World Investment Advisors | 0.03% | Reduce -9.1% | 15,587 | $1.1M |
| Principle Wealth Partners LLC | 0.07% | No change | 15,570 | $1.1M |
| Oxinas Partners, LLC | 0.61% | Add +8.3% | 15,280 | $1.0M |
| SeaCrest Wealth Management, LLC | 0.11% | Reduce -1.5% | 15,166 | $1.0M |
| Maryland Capital Advisors Inc. | 0.47% | No change | 14,820 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.2% | 14,635 | $993K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +12.7% | 14,448 | $981K |
| MN Wealth Advisors, LLC | 0.55% | Add +1.1% | 14,334 | $973K |
| TD Private Client Wealth LLC | 0.03% | Add +369.3% | 14,235 | $966K |
| CGN Advisors LLC | 0.09% | Reduce -1.3% | 14,210 | $965K |
| Novem Group | 0.14% | — | 14,088 | $956K |
| MBA Advisors LLC | 0.47% | Add +9.0% | 13,654 | $927K |
| Harvest Investment Services, LLC | 0.22% | Reduce -1.1% | 13,353 | $906K |
| Total Clarity Wealth Management, Inc. | 0.29% | Reduce -5.8% | 13,191 | $895K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -32.8% | 13,048 | $886K |
| TBH Global Asset Management, LLC | 0.21% | Reduce -15.7% | 13,043 | $885K |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.1% | 12,997 | $882K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +139.7% | 12,870 | $874K |
| Moors & Cabot, Inc. | 0.04% | Add +0.2% | 12,822 | $870K |
| First Citizens Asset Management, Inc. | 0.32% | Reduce -8.8% | 12,730 | $864K |
| Webster Bank, N. A. | 0.09% | No change | 12,627 | $857K |
| Evergreen Capital Management LLC | 0.03% | Add +9.7% | 12,537 | $851K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +39.7% | 12,421 | $843K |
| Capital Group Private Client Services, Inc. | 0.01% | No change | 12,417 | $843K |
| GSG Advisors LLC | 0.26% | Add +0.4% | 12,346 | $838K |
| Barnes Wealth Management Group, Inc | 0.56% | — | 12,345 | $838K |
| Simon Quick Advisors, LLC | 0.05% | Add +0.1% | 12,310 | $836K |
| Camden National Bank | 0.12% | Reduce -3.8% | 12,283 | $834K |
| IFP Advisors, Inc | 0.03% | Add +52.5% | 12,066 | $819K |
| McNamara Financial Services, Inc. | 0.19% | Reduce -5.5% | 12,045 | $818K |
| Creekside Partners | 0.42% | Add +41.5% | 12,020 | $816K |
| Fagan Associates, Inc. | 0.13% | Add +3.0% | 11,911 | $809K |
| Greenwich Wealth Management LLC | 0.06% | New | 11,680 | $793K |
| Ieq Capital, LLC | 0.01% | No change | 11,536 | $783K |
| IHT Wealth Management, LLC | 0.03% | Reduce -56.4% | 11,412 | $775K |
| Private Portfolio Partners LLC | 0.14% | Add +11.3% | 11,374 | $772K |
| Nwam LLC | 0.05% | Reduce -18.7% | 11,312 | $768K |
| FLC Capital Advisors | 0.18% | New | 11,307 | $768K |
| Aspen Wealth Strategies, LLC | 0.48% | Add +35.9% | 11,134 | $756K |
| US Bancorp \de | 0.00% | Add +20.7% | 10,981 | $745K |
| FAS Wealth Partners, Inc. | 0.06% | Add +1.4% | 10,932 | $742K |
| CVA Family Office, LLC | 0.12% | No change | 10,918 | $741K |
| D'Orazio & Associates, Inc. | 0.11% | Reduce -41.8% | 10,892 | $739K |
| Betterment LLC | 0.00% | Add +11.5% | 10,881 | $739K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +0.2% | 10,658 | $723K |
| Acorn Financial Advisory Services Inc. | 0.12% | Reduce -11.3% | 10,501 | $713K |
| Mascagni Wealth Management, Inc. | 0.70% | — | 9,557 | $704K |
| Mutual Advisors, LLC | 0.02% | Reduce -5.6% | 10,301 | $703K |
| Busey Bank | 0.02% | Reduce -13.1% | 10,310 | $700K |
| Old Mission Investment Co LLC | 0.21% | Reduce -1.8% | 10,272 | $697K |
| AQR Capital Management | 0.00% | Add +2.5% | 10,126 | $687K |
| Seamount Financial Group Inc. | 0.47% | Reduce -6.8% | 10,076 | $684K |
| Cardiff Park Advisors, LLC | 0.06% | Add +0.6% | 10,018 | $680K |
| Wealthspire Retirement, LLC | 0.05% | Add +11.0% | 10,009 | $679K |
| NewEdge Wealth, LLC | 0.01% | Reduce -12.3% | 10,002 | $679K |
| Pension & Wealth Management Advisors, Inc. | 0.27% | Add +1.2% | 9,820 | $667K |
| Sara-Bay Financial | 0.25% | Add +0.0% | 9,813 | $665K |
| Stewardship Advisors, LLC | 0.18% | Reduce -18.5% | 9,716 | $660K |
| Morris Financial Concepts, Inc. | 0.28% | Add +3.3% | 9,593 | $651K |
| Choreo, LLC | 0.01% | Add +0.1% | 9,591 | $650K |
| Formidable Asset Management, LLC | 0.11% | Add +154.7% | 9,438 | $641K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +19.6% | 9,431 | $640K |
| HBW Advisory Services LLC | 0.06% | Reduce -0.8% | 9,280 | $630K |
| Cresset Asset Management, LLC | 0.00% | Reduce -71.0% | 9,151 | $621K |
| Infinity Wealth Counsel, LLC | 0.66% | — | 9,113 | $619K |
| Ashton Thomas Private Wealth, LLC | 0.02% | New | 9,009 | $612K |
| 17 Capital Partners, LLC | 0.38% | Add +16.0% | 8,941 | $607K |
| Panoramic Investment Advisors, LLC | 0.39% | No change | 8,900 | $604K |
| CIBC Private Wealth Group LLC | 0.00% | Add +16.1% | 8,805 | $601K |
| New Republic Capital, LLC | 0.39% | No change | 8,727 | $592K |
| Private Trust Co. NA | 0.06% | Add +9.6% | 8,501 | $577K |
| Northern Trust Corp. | 0.00% | Reduce -2.1% | 8,478 | $575K |
| XML Financial, LLC | 0.05% | Add +47.0% | 8,454 | $574K |
| First Manhattan Co. Llc. | 0.00% | No change | 8,400 | $570K |
| Factor Wealth Management LTD | 0.19% | — | 8,307 | $564K |
| Pasadena Private Wealth, LLC | 0.11% | Add +18.3% | 8,237 | $559K |
| KFG Wealth Management, LLC | 0.10% | Add +26.2% | 8,203 | $557K |
| Summit Wealth Group, LLC | 0.16% | Reduce -0.2% | 8,177 | $555K |
| OmniStar Financial Group, Inc. | 0.44% | Add +1.3% | 8,121 | $551K |
| Arkadios Wealth Advisors | 0.03% | Add +9.2% | 8,101 | $550K |
| Gotham Asset Management | 0.01% | No change | 8,025 | $545K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +23.0% | 8,023 | $545K |
| Tempus Wealth Planning, LLC | 0.16% | Add +123.0% | 7,882 | $535K |
| Bessemer Group Inc. | 0.00% | Reduce -48.8% | 7,868 | $534K |
| Brooks, Moore & Associates, Inc. | 0.31% | No change | 7,715 | $524K |
| Modern Wealth Management, LLC | 0.02% | New | 7,687 | $522K |
| Quadcap Wealth Management, LLC | 0.08% | Reduce -11.2% | 7,634 | $518K |
| HRT Financial LP | 0.00% | New | 7,589 | $515K |
| TFB Advisors LLC | 0.14% | Reduce -10.7% | 7,327 | $497K |
| Kathleen S. Wright Associates Inc. | 0.21% | Add +0.3% | 7,262 | $493K |
| Cascade Financial Partners, LLC | 0.06% | No change | 7,235 | $491K |
| Transform Wealth, LLC | 0.03% | Reduce -74.1% | 7,225 | $490K |
| Keudell/Morrison Wealth Management | 0.13% | Add +1.5% | 7,180 | $487K |
| Wealth Dimensions Group, Ltd. | 0.12% | Add +4.2% | 7,164 | $486K |
| Meridian Financial Advisors, LLC | 0.34% | Add +5.2% | 7,148 | $485K |
| First National Bank of Mount Dora, Trust Investment Services | 0.11% | No change | 7,148 | $485K |
| CoreCap Advisors, LLC | 0.02% | Add +17.5% | 7,143 | $485K |
| Proathlete Wealth Management LLC | 0.18% | No change | 7,048 | $478K |
| RDA Financial Network | 0.14% | Add +1.7% | 7,038 | $478K |
| Sax Wealth Advisors, LLC | 0.04% | Add +1.1% | 7,009 | $476K |
| Berkeley Capital Partners, LLC | 0.13% | Add +1.3% | 7,006 | $476K |
| Ancora Advisors LLC | 0.01% | No change | 6,989 | $474K |
| Richard W. Paul & Associates, LLC | 0.17% | Reduce -6.1% | 6,967 | $473K |
| Ifrah Financial Services, Inc. | 0.13% | Add +3.0% | 6,823 | $463K |
| International Assets Investment Management, LLC | 0.04% | Add +35.1% | 6,815 | $460K |
| Sovereign Financial Group, Inc. | 0.10% | No change | 6,721 | $456K |
| Phraction Management LLC | 0.17% | No change | 6,705 | $455K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +0.9% | 6,541 | $452K |
| Cahill Financial Advisors Inc. | 0.06% | Add +1.0% | 6,634 | $450K |
| Collaborative Wealth Managment Inc. | 0.20% | Add +0.6% | 6,518 | $442K |
| Compass Investment Advisers LLC | 1.28% | — | 6,510 | $442K |
| Ipsen Advisor Group LLC | 0.37% | — | 6,407 | $435K |
| Disciplined Investors, L.L.C. | 0.42% | — | 6,473 | $434K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -5.3% | 6,364 | $432K |
| Sage Capital Advisors,llc | 0.11% | Add +0.5% | 6,292 | $427K |
| Farther Finance Advisors, LLC | 0.02% | Add +34.1% | 6,250 | $424K |
| Paragon Financial Partners, Inc. | 0.31% | Add +2.7% | 6,160 | $418K |
| Fortis Capital Advisors, LLC | 0.14% | No change | 5,764 | $418K |
| Belpointe Asset Management LLC | 0.03% | No change | 5,764 | $418K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +14.5% | 6,138 | $417K |
| Squarepoint Ops LLC | 0.00% | New | 6,131 | $416K |
| Savvy Advisors, Inc. | 0.05% | Reduce -1.6% | 6,127 | $416K |
| Investment Counsel Co. of Nevada | 1.05% | — | 6,111 | $415K |
| Parsons Capital Management Inc. | 0.02% | Add +1.9% | 6,073 | $412K |
| Northcape Wealth Management, LLC | 0.13% | Reduce -7.6% | 6,047 | $410K |
| Meridian Wealth Management, LLC | 0.02% | Add +45.8% | 5,958 | $404K |
| CreativeOne Wealth, LLC | 0.01% | Add +3.8% | 5,921 | $402K |
| Vanguard Group Inc. | 0.00% | Reduce -0.1% | 5,917 | $402K |
| Objective Capital Management, LLC | 0.27% | Reduce -6.4% | 5,895 | $400K |
| Friday Financial | 0.28% | — | 5,887 | $400K |
| GPS Wealth Strategies Group, LLC | 0.05% | Add +3.7% | 5,880 | $399K |
| Patriot Investment Management Group, Inc. | 0.03% | Reduce -14.2% | 5,849 | $397K |
| Turning Point Benefit Group, Inc. | 0.38% | — | 5,894 | $395K |
| My Legacy Advisors, LLC | 0.15% | Reduce -0.3% | 5,777 | $395K |
| Merit Financial Group, LLC | 0.01% | Reduce -43.6% | 5,691 | $386K |
| Cornerstone Advisory, LLC | 0.04% | Add +1.4% | 5,270 | $382K |
| Pacific Financial Group Inc. | 0.28% | Reduce -12.6% | 5,590 | $379K |
| StoneX Group Inc. | 0.02% | Reduce -27.5% | 5,553 | $377K |
| Compound Planning, Inc. | 0.02% | Add +1.4% | 5,540 | $376K |
| Quadrant Capital Group LLC | 0.03% | No change | 5,497 | $373K |
| Greenwood Gearhart LLC | 0.03% | New | 5,417 | $368K |
| Apollon Wealth Management, LLC | 0.01% | Add +7.7% | 5,406 | $367K |
| SigFig Wealth Management, LLC | 0.01% | Add +16.3% | 5,371 | $364K |
| Hilltop Holdings Inc. | 0.02% | Reduce -1.2% | 5,307 | $360K |
| Fonville Wealth Management LLC | 0.12% | Add +0.8% | 5,260 | $357K |
| GLOBALT Investments LLC / GA | 0.01% | Reduce -3.0% | 5,248 | $356K |
| Gateway Wealth Partners, LLC | 0.09% | Add +4.9% | 5,229 | $355K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -21.8% | 5,112 | $349K |
| StrongBox Wealth, LLC | 0.15% | Reduce -13.2% | 5,126 | $348K |
| Sugarloaf Wealth Management, LLC | 0.07% | Add +27.9% | 5,115 | $347K |
| Apella Capital, LLC | 0.01% | No change | 5,091 | $346K |
| AE Wealth Management LLC | 0.00% | Add +0.3% | 5,076 | $345K |
| FSC Wealth Advisors, LLC | 0.22% | Add +6.5% | 5,066 | $344K |
| Proficio Capital Partners LLC | 0.03% | No change | 5,000 | $339K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -0.5% | 4,859 | $330K |
| Corient Private Wealth LP | 0.00% | Add +1.7% | 4,784 | $325K |
| Newport Capital Group, LLC | 0.24% | Add +35.4% | 4,769 | $324K |
| Westshore Wealth, LLC | 0.13% | No change | 4,756 | $323K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 4,738 | $322K |
| Mattern Wealth Management LLC | 0.07% | No change | 4,700 | $319K |
| True North Advisors, LLC | 0.08% | New | 4,696 | $319K |
| Aldebaran Financial Inc. | 0.37% | New | 4,614 | $313K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +190.0% | 4,579 | $311K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +2.0% | 4,569 | $310K |
| Mission Wealth Management, LP | 0.01% | No change | 4,558 | $309K |
| Opal Wealth Advisors, LLC | 0.09% | Reduce -27.0% | 4,519 | $307K |
| SWS Partners | 0.09% | Reduce -75.4% | 4,466 | $303K |
| Creative Financial Designs Inc. | 0.02% | Add +5.3% | 4,464 | $303K |
| Cottage Street Advisors LLC | 0.16% | Add +6.1% | 4,440 | $301K |
| Signet Financial Management, LLC | 0.04% | Reduce -1.3% | 4,438 | $301K |
| Castle Wealth Management LLC | 0.12% | No change | 4,364 | $296K |
| C M Bidwell & Associates Ltd. | 0.17% | Reduce -0.1% | 4,238 | $288K |
| Van Den Berg Management I, Inc. | 0.08% | No change | 4,222 | $287K |
| Luminvest Wealth Management LLC | 0.12% | No change | 4,215 | $286K |
| Blue Oak Capital, LLC | 0.17% | — | 4,177 | $284K |
| Angeles Wealth Management, LLC | 0.02% | No change | 4,167 | $283K |
| Glen Eagle Advisors, LLC | 0.05% | Add +1.5% | 4,161 | $282K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -0.7% | 4,161 | $282K |
| Mraz, Amerine & Associates, Inc. | 0.05% | No change | 4,097 | $278K |
| PFG Advisors | 0.02% | Reduce -4.9% | 4,034 | $274K |
| FOCUS Wealth Advisors, LLC | 0.14% | No change | 4,009 | $272K |
| Bell Investment Advisors, Inc | 0.05% | Add +2.5% | 3,996 | $271K |
| HHM Wealth Advisors, LLC | 0.04% | Reduce -7.5% | 3,963 | $269K |
| Tidemark, LLC | 0.10% | Reduce -2.5% | 3,958 | $269K |
| Highland Capital Management, LLC | 0.02% | No change | 3,947 | $268K |
| Westbourne Investments, Inc. | 0.16% | — | 3,935 | $267K |
| Avior Wealth Management, LLC | 0.01% | No change | 3,914 | $266K |
| Charles Schwab Trust Co | 0.02% | No change | 3,815 | $259K |
| Financial Insights, Inc. | 0.10% | No change | 3,800 | $258K |
| Ameritas Advisory Services, LLC | 0.01% | Add +10.2% | 3,649 | $248K |
| Quartz Partners, LLC | 0.15% | Add +4.7% | 3,645 | $247K |
| Composition Wealth, LLC | 0.01% | Add +1.2% | 3,626 | $246K |
| Modera Wealth Management, LLC | 0.00% | Add +0.4% | 3,624 | $246K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 3,566 | $242K |
| Marathon Capital Management | 0.06% | Reduce -1.4% | 3,533 | $240K |
| Cura Wealth Advisors, LLC | 0.11% | — | 3,525 | $239K |
| Hamilton Wealth, LLC | 0.06% | Reduce -5.7% | 3,523 | $239K |
| Mason Investment Advisory Services, Inc. | 0.01% | No change | 3,514 | $239K |
| Brighton Jones LLC | 0.01% | New | 3,494 | $237K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 3,479 | $236K |
| Mainsail Asset Management, LLC | 0.16% | Add +0.4% | 3,414 | $232K |
| Avestar Capital, LLC | 0.02% | New | 3,413 | $232K |
| Bremer Bank National Association | 0.05% | No change | 3,393 | $230K |
| Madison Wealth Partners, Inc | 0.06% | Reduce -19.6% | 3,305 | $224K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.10% | — | 3,285 | $223K |
| Beacon Financial Advisory LLC | 0.07% | Reduce -9.1% | 3,275 | $222K |
| Global Retirement Partners, LLC | 0.01% | Add +59.6% | 3,217 | $218K |
| Ami Investment Management Inc. | 0.07% | Reduce -34.8% | 3,209 | $218K |
| Per Stirling Capital Management, LLC. | 0.03% | Reduce -74.4% | 3,208 | $218K |
| M Wealth Management, LLC | 0.20% | — | 3,200 | $217K |
| Staley Capital Advisers Inc. | 0.01% | No change | 3,200 | $217K |
| Long Run Wealth Advisors, LLC | 0.05% | New | 3,156 | $214K |
| Focused Wealth Management, Inc | 0.03% | New | 3,127 | $212K |
| Harbour Investments, Inc. | 0.01% | Reduce -36.8% | 3,103 | $211K |
| Transcend Capital Advisors, LLC | 0.01% | Reduce -9.2% | 3,065 | $208K |
| Nestegg Advisors, Inc. | 0.21% | — | 2,958 | $208K |
| Florida Trust Wealth Management Co | 0.01% | No change | 3,000 | $204K |
| BIP Wealth, LLC | 0.01% | No change | 2,993 | $203K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -2.8% | 2,964 | $201K |
| TRUE Private Wealth Advisors | 0.02% | New | 2,951 | $200K |
| Wayfinding Financial, LLC | 0.11% | New | 2,956 | $200K |
| North Star Investment Management Corp. | 0.01% | Add +0.3% | 2,932 | $199K |
| Lowe Wealth Advisors, LLC | 0.08% | Add +20.6% | 2,856 | $194K |
| Atlantic Private Wealth, LLC | 0.13% | No change | 2,632 | $179K |
| Hexagon Capital Partners LLC | 0.03% | Add +84.9% | 2,629 | $178K |
| Raffa Wealth Management, LLC | 0.04% | Add +0.1% | 2,581 | $175K |
| MCF Advisors LLC | 0.01% | Add +1194.4% | 2,563 | $174K |
| Geneos Wealth Management Inc. | 0.01% | Add +2.0% | 2,555 | $173K |
| Cape Investment Advisory, Inc. | 0.06% | Reduce -1.6% | 2,404 | $163K |
| Empowered Funds, LLC | 0.00% | New | 2,359 | $160K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 2,306 | $157K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -11.9% | 2,301 | $156K |
| Creative Capital Management Investments LLC | 0.06% | No change | 2,252 | $153K |
| Logan Capital Management Inc. | 0.01% | New | 2,228 | $151K |
| Stephens Consulting, LLC | 0.04% | Reduce -0.6% | 2,097 | $142K |
| Bogart Wealth, LLC | 0.01% | No change | 2,020 | $137K |
| Concord Wealth Partners | 0.02% | No change | 2,000 | $136K |
| Bfsg, LLC | 0.02% | Reduce -16.6% | 1,966 | $133K |
| Spire Wealth Management | 0.00% | Add +55.5% | 1,961 | $133K |
| GAMMA Investing LLC | 0.01% | No change | 1,846 | $125K |
| Garde Capital, Inc. | 0.01% | No change | 1,831 | $124K |
| Richardson Financial Services Inc. | 0.08% | Reduce -50.0% | 1,778 | $121K |
| Accredited Wealth Management, LLC | 0.10% | — | 1,703 | $116K |
| Capital Analysts, LLC | 0.00% | Add +9.6% | 1,675 | $114K |
| Whittier Trust Co. | 0.00% | Add +1189.2% | 1,676 | $114K |
| Pacific Capital Wealth Advisors, Inc. | 0.02% | Add +1194.5% | 1,657 | $112K |
| Access Investment Management LLC | 0.03% | No change | 1,575 | $107K |
| Signaturefd, LLC | 0.00% | No change | 1,550 | $105K |
| Venturi Wealth Management, LLC | 0.01% | Add +0.1% | 1,536 | $104K |
| WPG Advisers, LLC | 0.10% | — | 1,521 | $103K |
| Fortis Group Advisors, LLC | 0.02% | Reduce -67.1% | 1,340 | $91K |
| Colonial Trust Co / SC | 0.01% | Add +114.5% | 1,287 | $87K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +146.0% | 1,230 | $83K |
| LGT Financial Advisors LLC | 0.18% | Add +1.9% | 1,173 | $80K |
| GeoWealth Management, LLC | 0.00% | Reduce -10.0% | 1,094 | $74K |
| BankPlus Trust Department | 0.02% | — | 1,051 | $71K |
| Private Capital Management LLC | 0.01% | No change | 1,001 | $68K |
| Hara Capital LLC | 0.04% | No change | 1,000 | $68K |
| National Bank of Canada | 0.00% | Add +6.4% | 995 | $68K |
| Signature Resources Capital Management, LLC | 0.06% | No change | 992 | $67K |
| Rise Advisors, LLC | 0.03% | Add +0.7% | 914 | $62K |
| Adirondack Trust Co. | 0.02% | Reduce -2.2% | 893 | $61K |
| Parallel Advisors, LLC | 0.00% | No change | 885 | $60K |
| Topsail Wealth Management, LLC | 0.01% | — | 842 | $57K |
| Archer Investment Corp | 0.01% | No change | 817 | $55K |
| UMB Bank, n.a. | 0.00% | No change | 806 | $55K |
| Kentucky Trust Co | 0.03% | — | 795 | $54K |
| Consultiva Wealth Management, Corp. | 0.27% | No change | 787 | $53K |
| Golden State Wealth Management, LLC | 0.01% | — | 769 | $52K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -43.5% | 747 | $51K |
| Towne Trust Company, N.A | 0.02% | New | 738 | $50K |
| Medallion Wealth Advisors, LLC | 0.02% | — | 700 | $48K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 700 | $48K |
| Kimelman & Baird, LLC | 0.00% | No change | 694 | $47K |
| Sandy Spring Bank | 0.00% | No change | 675 | $46K |
| City State Bank | 0.02% | No change | 670 | $45K |
| Bay Harbor Wealth Management, LLC | 0.01% | No change | 623 | $42K |
| Salomon & Ludwin, LLC | 0.00% | Add +7.0% | 585 | $40K |
| Atticus Wealth Management, LLC | 0.01% | Reduce -3.6% | 582 | $39K |
| Tsfg, LLC | 0.01% | Add +1.4% | 564 | $38K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 521 | $35K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -96.3% | 519 | $35K |
| Winthrop Capital Management, LLC | 0.01% | New | 511 | $35K |
| Smithfield Trust Co | 0.00% | No change | 461 | $31K |
| Richards, Merrill & Peterson, Inc. | 0.02% | — | 454 | $31K |
| Vermillion Wealth Management, Inc. | 0.02% | — | 452 | $31K |
| Peoples Bank | 0.02% | Add +12.5% | 450 | $31K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | New | 418 | $28K |
| Financial Freedom, LLC | 0.01% | Add +1.3% | 401 | $27K |
| Decker Retirement Planning Inc. | 0.02% | — | 401 | $27K |
| New Wave Wealth Advisors LLC | 0.01% | New | 396 | $27K |
| Eastern Bank | 0.00% | No change | 395 | $27K |
| Larson Financial Group LLC | 0.00% | Add +219.0% | 386 | $26K |
| BlackRock, Inc. | 0.00% | New | 351 | $24K |
| American Capital Advisory, LLC | 0.01% | No change | 350 | $24K |
| Allianz SE | 0.00% | No change | 334 | $23K |
| Asset Dedication, LLC | 0.00% | No change | 319 | $22K |
| NFSG Corp | 0.01% | New | 294 | $20K |
| Elevation Wealth Partners, LLC | 0.01% | New | 289 | $20K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 282 | $19K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 250 | $17K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 250 | $17K |
| Barclays PLC | 0.00% | No change | 230 | $16K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 220 | $15K |
| Bray Capital Advisors | 0.00% | No change | 215 | $15K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 211 | $14K |
| TD Waterhouse Canada Inc. | 0.00% | New | 211 | $14K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 200 | $14K |
| MAI Capital Management | 0.00% | New | 182 | $12K |
| Pathway Financial Advisers, LLC | 0.00% | Add +1.8% | 169 | $11K |
| First Command Advisory Services, Inc. | 0.00% | No change | 166 | $11K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 160 | $11K |
| EPG Wealth Management LLC | 0.00% | Add +1.3% | 159 | $11K |
| Castleview Partners, LLC | 0.01% | No change | 159 | $11K |
| Robinswood Financial LLC | 0.00% | Reduce -86.6% | 153 | $10K |
| Rothschild Investment LLC | 0.00% | No change | 152 | $10K |
| Comprehensive Financial Planning, Inc. | 0.01% | — | 151 | $10K |
| AlphaMark Advisors, LLC | 0.00% | Reduce -9.1% | 150 | $10K |
| Van Eck Associates Corp. | 0.00% | Add +91.3% | 153 | $10K |
| Murphy & Mullick Capital Management Corp | 0.01% | — | 126 | $9K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +1.7% | 121 | $8K |
| Caldwell Trust Co | 0.00% | New | 109 | $7K |
| WestEnd Advisors, LLC | 0.00% | No change | 103 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 98 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 97 | $7K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 80 | $5K |
| Mountain Hill Investment Partners Corp. | 0.00% | — | 69 | $5K |
| Pineridge Advisors LLC | 0.00% | Add +2.2% | 47 | $3K |
| Park Square Financial Group, LLC | 0.00% | — | 45 | $3K |
| Continuum Advisory, LLC | 0.00% | Add +10.8% | 41 | $3K |
| PrairieView Partners, LLC | 0.00% | No change | 43 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 25 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | — | 23 | $2K |
| Gould Capital, LLC | 0.00% | No change | 16 | $1K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 16 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 15 | $1K |
| Clark Wealth Partners | 0.00% | — | 12 | $815 |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 11 | $747 |
| Sound Income Strategies, LLC | 0.00% | No change | 9 | $611 |
| Lanark Financial, Inc. | 0.02% | — | 3 | $253 |
| Main Street Group, LTD | 0.00% | No change | 1 | $68 |
| Retirement Wealth Solutions LLC | 0.00% | — | 1 | $55 |
"% of holder's portfolio" is VYMI's weight in each manager's 13F, not the share of Vanguard Int High DVD YLD Inc. the manager owns.