Vanguard Int High DVD YLDVYMIETF
13F holders, Q1 2025 (March 31)589holders +5
58new positions
44sold out
4famous investors
$73.64avg. 13F price*
At the end of Q1 2025, 589 institutions reported holding Vanguard Int High DVD YLD Inc. (VYMI) in their 13F filings, up 5 from Q4 2024. 58 opened new positions and 44 sold out. The largest holders were Morgan Stanley ($350.4M), Bank of America Corp. ($291.7M) and Orgel Wealth Management, LLC ($190.0M). 4 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $34.7M |
| Exits | 44 | $19.3M |
All 13F filers, Q4 2024 → Q1 2025: 4,145,696 shares bought and 1,738,492 shares sold, net +2,407,204 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 589 holders
| Morgan Stanley | 0.03% | Add +6.2% | 4,754,827 | $350.4M |
| Bank of America Corp. | 0.03% | Add +9.4% | 3,957,976 | $291.7M |
| Orgel Wealth Management, LLC | 4.94% | Reduce -0.4% | 2,578,996 | $190.0M |
| Captrust Financial Advisors | 0.34% | Add +3.1% | 1,857,336 | $136.9M |
| Wells Fargo & Company | 0.03% | Reduce -3.0% | 1,771,755 | $130.6M |
| Envestnet Asset Management Inc. | 0.04% | Add +2.3% | 1,745,964 | $128.7M |
| Manufacturers Life Insurance Company, The | 0.12% | Add +30.7% | 1,741,013 | $128.3M |
| LPL Financial LLC | 0.04% | Add +8.1% | 1,472,896 | $108.5M |
| Ameriprise Financial Inc. | 0.03% | Reduce -7.6% | 1,354,085 | $99.9M |
| Confluence Wealth Services, Inc. | 5.54% | Add +12.2% | 1,183,393 | $88.0M |
| UBS Group AG | 0.02% | Add +2.4% | 1,150,573 | $84.8M |
| Royal Bank of Canada | 0.02% | Add +10.8% | 1,133,755 | $83.5M |
| Jones Financial Companies LLLP | 0.06% | Add +28.1% | 930,668 | $68.9M |
| Raymond James Financial Inc. | 0.02% | Add +4.3% | 778,108 | $57.3M |
| Sageworth Trust Co | 3.24% | Add +3.0% | 708,290 | $52.2M |
| Cwm, LLC | 0.20% | Reduce -0.4% | 687,717 | $50.7M |
| Creative Planning | 0.05% | Reduce -1.0% | 670,971 | $49.4M |
| Mariner, LLC | 0.08% | Add +61.0% | 656,456 | $48.4M |
| Jane Street Group, LLC | 0.09% | Reduce -25.8% | 636,987 | $46.9M |
| HighTower Advisors, LLC | 0.06% | Add +8.1% | 609,052 | $44.9M |
| Equitable Holdings, Inc. | 0.31% | Reduce -11.5% | 448,019 | $33.0M |
| Summit Financial Wealth Advisors, LLC | 6.29% | Add +1.8% | 430,002 | $31.7M |
| Focus Partners Wealth | 0.08% | Add +80.1% | 418,519 | $30.8M |
| JPMorgan Chase & Co. | 0.00% | Add +3.6% | 416,012 | $30.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +16.2% | 412,190 | $30.4M |
| Barry Investment Advisors, LLC | 7.75% | Add +1.4% | 395,762 | $29.2M |
| Assetmark, Inc. | 0.08% | Add +47.3% | 391,535 | $28.9M |
| First Hawaiian Bank | 4.13% | Reduce -6.3% | 384,492 | $28.3M |
| Bank of Hawaii | 1.53% | Reduce -24.0% | 362,524 | $26.7M |
| Capital Advantage, Inc. | 4.67% | No change | 377,221 | $25.6M |
| PNC Financial Services Group, Inc. | 0.01% | Add +10.6% | 337,965 | $24.9M |
| Sei Investments Co. | 0.03% | Add +0.3% | 320,315 | $23.6M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -9.6% | 315,601 | $23.4M |
| Arlington Trust Co LLC | 4.86% | Reduce -8.5% | 311,060 | $22.9M |
| Roble, Belko & Company, Inc | 3.64% | Reduce -3.3% | 309,776 | $22.8M |
| Cetera Investment Advisers | 0.04% | Add +7.2% | 287,085 | $21.2M |
| Signature Estate & Investment Advisors LLC | 0.53% | Add +16.1% | 275,262 | $20.3M |
| Baird Financial Group, Inc. | 0.04% | Add +12.9% | 254,591 | $18.8M |
| Janney Montgomery Scott LLC | 0.05% | Add +6.1% | 250,106 | $18.4M |
| American Investment Services, Inc. | 3.20% | Reduce -9.0% | 246,858 | $18.2M |
| Strategic Point Investment Advisors, LLC | 2.97% | Reduce -0.6% | 242,078 | $17.8M |
| SWAN Capital LLC | 8.15% | Add +4.3% | 239,586 | $17.7M |
| Osaic Holdings, Inc. | 0.04% | Add +27.4% | 236,321 | $17.4M |
| Main Line Retirement Advisors, LLC | 11.18% | Add +4.5% | 233,618 | $17.2M |
| Truist Financial Corp. | 0.03% | Add +1.1% | 233,030 | $17.2M |
| Capital Investment Advisors, LLC | 0.32% | Reduce -1.4% | 220,697 | $16.3M |
| Burns J W & Co. Inc. | 2.06% | Add +31.2% | 215,730 | $15.9M |
| LS Investment Advisors, LLC | 2.39% | Reduce -7.4% | 210,767 | $15.5M |
| Pathstone Holdings, LLC | 0.07% | Reduce -1.1% | 207,531 | $15.3M |
| Kwmg, LLC | 1.52% | Add +2.9% | 202,311 | $14.9M |
| Procyon Advisors, LLC | 0.84% | Reduce -15.3% | 186,648 | $13.8M |
| Mackenzie Financial Corp. | 0.02% | Reduce -3.6% | 185,606 | $13.7M |
| AAF Wealth Management, LLC | 7.29% | Reduce -2.3% | 183,192 | $13.5M |
| Stifel Financial Corp. | 0.01% | Add +7.0% | 181,486 | $13.4M |
| Human Investing LLC | 2.26% | Add +5.1% | 174,098 | $12.8M |
| Arkos Global Advisors | 1.78% | Add +2.5% | 164,648 | $12.1M |
| Tull Financial Group, Inc. | 7.03% | Add +5.2% | 163,747 | $12.1M |
| Regimen Wealth, LLC | 3.85% | Add +1.2% | 162,588 | $12.0M |
| Ackerman Capital Advisors, LLC | 3.14% | Add +0.4% | 161,222 | $11.9M |
| New England Private Wealth Advisors LLC | 1.82% | Add +32.8% | 159,416 | $11.7M |
| Old Mission Capital LLC | 0.22% | New | 157,579 | $11.6M |
| RTD Financial Advisors, Inc. | 1.55% | Reduce -2.1% | 156,607 | $11.5M |
| Prentice Wealth Management LLC | 3.30% | Add +1.8% | 155,276 | $11.4M |
| Unison Advisors LLC | 1.44% | Reduce -3.4% | 153,855 | $11.3M |
| Integrated Advisors Network LLC | 0.57% | Add +5.2% | 152,076 | $11.2M |
| Family Investment Center, Inc. | 2.74% | Add +10.7% | 152,064 | $11.2M |
| Meeder Advisory Services, Inc. | 0.66% | Add +7.8% | 149,557 | $11.0M |
| Avantax Advisory Services, Inc. | 0.07% | Add +9.0% | 147,214 | $10.8M |
| Citigroup Inc. | 0.01% | Add +5.9% | 146,858 | $10.8M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -27.7% | 143,563 | $10.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +28.8% | 141,292 | $10.4M |
| Pinnacle Financial Group, LLC / IL | 3.77% | Add +9.5% | 140,928 | $10.4M |
| Tocqueville Asset Management L.P. | 0.17% | Reduce -0.2% | 140,524 | $10.4M |
| Stephens Inc. | 0.15% | Add +0.8% | 138,189 | $10.2M |
| Rebalance, LLC | 0.75% | Reduce -0.1% | 138,125 | $10.2M |
| MML Investors Services, LLC | 0.03% | Add +74.3% | 133,926 | $9.9M |
| Equitable Trust Co. | 0.53% | Reduce -6.9% | 130,277 | $9.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +9.2% | 130,197 | $9.6M |
| Atria Investments, Inc | 0.12% | Reduce -5.4% | 123,325 | $9.1M |
| Wedmont Private Capital | 0.47% | Add +5.3% | 128,133 | $9.1M |
| Cedar Mountain Advisors, LLC | 2.02% | Add +1.9% | 122,323 | $9.0M |
| Croban | 8.26% | Reduce -1.6% | 121,677 | $9.0M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -28.2% | 120,559 | $8.9M |
| Mgo One Seven LLC | 0.34% | Reduce -5.6% | 119,808 | $8.8M |
| Capital Advisors Wealth Management, LLC | 1.53% | Reduce -4.2% | 117,551 | $8.7M |
| Regal Investment Advisors LLC | 0.70% | Add +159.2% | 117,270 | $8.6M |
| Lumbard & Kellner, LLC | 3.73% | Add +0.0% | 114,886 | $8.5M |
| NewEdge Advisors, LLC | 0.05% | Reduce -3.0% | 113,752 | $8.4M |
| Fiduciary Trust Co | 0.11% | Reduce -0.1% | 113,377 | $8.4M |
| Townsquare Capital LLC | 0.09% | Reduce -0.7% | 111,995 | $8.3M |
| Drucker Wealth 3.0, LLC | 1.81% | Reduce -0.6% | 111,363 | $8.2M |
| Vestmark Advisory Solutions, Inc. | 0.21% | Add +49.5% | 109,292 | $8.1M |
| Financial Perspectives, Inc | 2.74% | Add +7.9% | 108,410 | $8.0M |
| HUB Investment Partners, LLC | 0.32% | Reduce -39.6% | 107,694 | $7.9M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -2.8% | 104,677 | $7.7M |
| Guardian Financial Partners, LLC | 3.66% | Add +7.2% | 103,917 | $7.7M |
| Eagle Strategies LLC | 1.20% | Add +32.2% | 93,567 | $6.9M |
| Kraft, Davis & Associates, LLC | 2.19% | Add +11.1% | 91,479 | $6.8M |
| Clarity Wealth Advisors, LLC | 1.88% | Add +5.7% | 92,063 | $6.8M |
| Courier Capital LLC | 0.44% | Add +2.0% | 91,350 | $6.7M |
| ADG Wealth Management Group, LLC | 6.28% | Reduce -3.3% | 90,419 | $6.7M |
| Merit Financial Group, LLC | 0.10% | Add +1476.4% | 89,712 | $6.6M |
| Cherry Tree Wealth Management, LLC | 1.58% | Reduce -1.1% | 88,648 | $6.5M |
| Ariston Services Group | 5.32% | Add +1.7% | 86,404 | $6.4M |
| Oak Hill Wealth Advisors, LLC | 1.48% | Add +11.9% | 86,356 | $6.4M |
| Sweeney & Michel, LLC | 2.78% | — | 96,454 | $6.4M |
| Apeiron RIA LLC | 1.89% | Reduce -4.1% | 84,664 | $6.2M |
| Independent Financial Group, LLC | 0.21% | Reduce -3.7% | 84,469 | $6.2M |
| Linscomb Wealth, Inc. | 0.29% | Reduce -4.7% | 80,071 | $5.9M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -14.7% | 78,883 | $5.8M |
| McKinley Carter Wealth Services, Inc. | 0.36% | Add +1.5% | 78,594 | $5.8M |
| Waverly Advisors, LLC | 0.07% | Add +0.4% | 78,222 | $5.8M |
| Principal Securities, Inc. | 0.13% | Add +0.1% | 84,057 | $5.7M |
| Walkner Condon Financial Advisors LLC | 1.05% | Add +1.7% | 70,341 | $5.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.22% | Add +7.7% | 69,771 | $5.1M |
| Wealthcare Advisory Partners LLC | 0.14% | Add +17.2% | 69,402 | $5.1M |
| WNY Asset Management, LLC | 0.59% | Add +0.8% | 67,886 | $5.0M |
| First PREMIER Bank | 1.26% | Add +0.8% | 67,260 | $5.0M |
| Manning & Napier Advisors LLC | 0.06% | Reduce -4.3% | 67,144 | $4.9M |
| First Citizens Bank & Trust Co. | 0.12% | Add +3.2% | 66,053 | $4.9M |
| Axis Wealth Partners, LLC | 3.58% | Add +7.4% | 65,725 | $4.8M |
| Natixis Advisors, LLC | 0.01% | Add +15.8% | 64,113 | $4.7M |
| BCS Wealth Management | 1.20% | Add +8.9% | 63,119 | $4.7M |
| Venture Visionary Partners LLC | 0.19% | Reduce -1.0% | 62,784 | $4.6M |
| S. R. Schill & Associates | 3.69% | Add +1.7% | 62,781 | $4.6M |
| Wealthfront Advisers LLC | 0.01% | Add +87.5% | 60,601 | $4.5M |
| Moran Wealth Management, LLC | 0.15% | Reduce -1.1% | 60,276 | $4.4M |
| Fiduciary Advisors, Inc. | 4.23% | Add +4.0% | 58,091 | $4.3M |
| Sageworth Trust Co of South Dakota | 4.94% | Add +3.7% | 55,817 | $4.1M |
| Heartwood Wealth Advisors LLC | 0.46% | Add +7.8% | 55,203 | $4.1M |
| Bank of Montreal | 0.00% | Add +8.9% | 51,252 | $3.8M |
| Oppenheimer & Co. Inc. | 0.06% | Add +7.6% | 50,570 | $3.7M |
| Zhang Financial LLC | 0.20% | Add +8.7% | 50,038 | $3.7M |
| Investment Advisory Group, LLC | 1.23% | Reduce -7.4% | 50,035 | $3.7M |
| Mayfair Advisory Group, LLC | 2.12% | Add +16.3% | 49,993 | $3.7M |
| Beta Wealth Group, Inc. | 1.32% | Add +32.0% | 49,910 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +8.5% | 49,750 | $3.7M |
| Bremer Bank National Association | 0.63% | Add +1324.8% | 48,343 | $3.6M |
| Cambridge Financial Group, LLC | 1.51% | Add +1.0% | 48,178 | $3.6M |
| Precedent Wealth Partners, LLC | 0.99% | Add +24.0% | 48,190 | $3.6M |
| Fiduciary Group, LLC | 0.34% | Add +11.7% | 46,709 | $3.4M |
| Country Club Bank | 0.23% | Reduce -2.1% | 46,469 | $3.4M |
| Janney Capital Management LLC | 0.23% | Add +0.8% | 45,909 | $3.4M |
| Certified Advisory Corp | 0.38% | Reduce -2.0% | 45,587 | $3.4M |
| Lebenthal Global Advisors, LLC | 0.62% | Reduce -22.9% | 44,729 | $3.3M |
| High Net Worth Advisory Group LLC | 0.91% | Add +1.1% | 43,534 | $3.2M |
| 180 Wealth Advisors, LLC | 0.51% | Add +3.3% | 43,269 | $3.2M |
| Qube Research & Technologies Ltd | 0.00% | New | 42,785 | $3.2M |
| JFS Wealth Advisors, LLC | 0.21% | Reduce -5.1% | 42,199 | $3.1M |
| Montecito Bank & Trust | 0.52% | Add +0.3% | 40,016 | $2.9M |
| Gunma Bank,Ltd. | 0.95% | Reduce -68.8% | 40,000 | $2.9M |
| 5T Wealth, LLC | 1.66% | Add +1.6% | 39,517 | $2.9M |
| Private Advisor Group, LLC | 0.02% | Add +14.8% | 39,267 | $2.9M |
| CRA Financial Services, LLC | 0.49% | Add +39.2% | 39,250 | $2.9M |
| Mission Hills Financial Advisory, LLC | 2.01% | Add +23.7% | 39,218 | $2.9M |
| Cary Street Partners Financial LLC | 0.09% | Add +5.7% | 39,139 | $2.9M |
| Marino, Stram & Associates LLC | 0.64% | Add +0.1% | 39,008 | $2.9M |
| Note Advisors, LLC | 2.36% | Add +10.9% | 38,742 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +4.7% | 38,296 | $2.8M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +4.7% | 38,296 | $2.8M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -35.9% | 38,168 | $2.8M |
| Cowa, LLC | 1.20% | Add +17.0% | 38,157 | $2.8M |
| Valmark Advisers, Inc. | 0.04% | Reduce -5.8% | 37,163 | $2.7M |
| Prospera Financial Services Inc | 0.06% | Add +8.1% | 36,934 | $2.7M |
| CoreFirst Bank & Trust | 1.72% | Add +1.9% | 36,372 | $2.7M |
| Smartleaf Asset Management LLC | 0.26% | Add +7.0% | 36,181 | $2.7M |
| Mountain Capital Investment Advisors Inc. | 0.57% | Add +1.9% | 35,442 | $2.7M |
| Cerity Partners LLC | 0.01% | Add +3.0% | 35,612 | $2.6M |
| Daiichi Life Insurance Co., Ltd. | 0.08% | Reduce -33.3% | 35,539 | $2.6M |
| Ally Invest Advisors Inc. | 0.22% | Reduce -0.6% | 35,296 | $2.6M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +19.1% | 35,291 | $2.6M |
| Kingsview Wealth Management, LLC | 0.05% | Add +11.8% | 35,116 | $2.6M |
| Brighton Securities Corp. | 1.25% | Add +4.7% | 34,880 | $2.6M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -1.9% | 34,541 | $2.5M |
| Cornerstone Advisory, LLC | 0.28% | Add +499.1% | 31,571 | $2.4M |
| SJS Investment Consulting Inc. | 0.40% | No change | 31,649 | $2.3M |
| Breakwater Investment Management | 0.99% | Add +2.4% | 31,582 | $2.3M |
| Interchange Capital Partners, LLC | 0.64% | Add +1.3% | 31,240 | $2.3M |
| NWF Advisory Services Inc. | 0.32% | Reduce -0.9% | 31,057 | $2.3M |
| Howe & Rusling Inc. | 0.19% | Reduce -9.2% | 30,775 | $2.3M |
| Evanson Asset Management, LLC | 0.16% | No change | 30,492 | $2.2M |
| SCS Capital Management LLC | 0.03% | New | 30,359 | $2.2M |
| AdvisorNet Financial, Inc | 0.17% | Add +2.2% | 30,211 | $2.2M |
| Motco | 0.23% | Add +6.3% | 30,137 | $2.2M |
| Duncan Williams Asset Management, LLC | 0.80% | Add +13.7% | 30,136 | $2.2M |
| Essex Financial Services, Inc. | 0.16% | Add +22.7% | 30,007 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +39.6% | 29,840 | $2.2M |
| Citadel Advisors | 0.00% | Reduce -26.6% | 29,615 | $2.2M |
| Investors Research Corp | 0.46% | Add +34.4% | 28,902 | $2.1M |
| Element Wealth, LLC | 1.14% | Add +0.8% | 28,788 | $2.1M |
| Advus Financial Partners, LLC | 0.58% | No change | 28,243 | $2.1M |
| Martin Worley Group | 1.18% | Add +2.6% | 28,014 | $2.1M |
| Talisman Wealth Advisors LLC | 2.11% | Add +14.8% | 27,903 | $2.1M |
| Sapient Capital LLC | 0.04% | Add +0.5% | 27,375 | $2.0M |
| Crews Bank & Trust | 0.34% | Add +7.3% | 27,271 | $2.0M |
| &partners | 0.02% | Reduce -4.5% | 26,672 | $2.0M |
| Comerica Bank | 0.01% | Add +5.1% | 25,981 | $1.9M |
| Glenmede Trust Co. NA | 0.01% | No change | 25,920 | $1.9M |
| Stokes Family Office, LLC | 0.21% | Add +0.3% | 25,661 | $1.9M |
| Caprock Group, LLC | 0.06% | Reduce -0.1% | 25,332 | $1.9M |
| Wise Wealth Partners | 4.44% | New | 25,212 | $1.9M |
| Anchor Investment Management, LLC | 0.17% | Add +6.5% | 25,042 | $1.8M |
| Transce3nd, LLC | 0.82% | Add +1.5% | 24,941 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +57.1% | 24,844 | $1.8M |
| Walter & Keenan Wealth Management LLC /in/ | 0.55% | Reduce -13.9% | 24,718 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | No change | 24,478 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Add +20.0% | 23,946 | $1.8M |
| Glass Jacobson Investment Advisors llc | 0.58% | No change | 25,946 | $1.8M |
| US Bancorp \de | 0.00% | Add +114.5% | 23,551 | $1.7M |
| Advisory Services Network, LLC | 0.03% | Add +1.0% | 23,157 | $1.7M |
| Donaldson Capital Management, LLC | 0.06% | Reduce -3.4% | 22,652 | $1.7M |
| Allworth Financial LP | 0.01% | Add +38.5% | 21,888 | $1.6M |
| Allianz Asset Management GmbH | 0.00% | Add +9.7% | 21,910 | $1.6M |
| Strategic Blueprint, LLC | 0.09% | New | 21,724 | $1.6M |
| OMC Financial Services LTD | 0.70% | No change | 21,230 | $1.6M |
| Kuhn & Co Investment Counsel | 1.31% | Reduce -0.8% | 21,167 | $1.6M |
| Quantinno Capital Management LP | 0.01% | Reduce -5.2% | 20,962 | $1.5M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -4.0% | 20,946 | $1.5M |
| Kohmann Bosshard Financial Services, LLC | 0.18% | No change | 20,792 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.9% | 20,518 | $1.5M |
| Integral Investment Advisors, Inc. | 0.48% | Reduce -14.3% | 20,435 | $1.5M |
| Rosenberg Matthew Hamilton | 0.37% | Add +5.2% | 20,170 | $1.5M |
| Joel Isaacson & Co., LLC | 0.07% | Add +26.6% | 20,026 | $1.5M |
| 10Elms LLP | 1.74% | Add +13.7% | 20,018 | $1.5M |
| Mechanics Bank Trust Department | 0.20% | Reduce -1.1% | 20,000 | $1.5M |
| Buska Wealth Management, LLC | 0.46% | New | 19,995 | $1.5M |
| FMR LLC | 0.00% | Reduce -8.8% | 19,794 | $1.5M |
| Childress Capital Advisors, LLC | 0.41% | Reduce -4.9% | 19,400 | $1.4M |
| BluePointe Capital Management, LLC | 0.54% | No change | 19,329 | $1.4M |
| Forest Hill Capital, LLC | 1.06% | No change | 19,200 | $1.4M |
| Rockingstone Advisors LLC | 0.62% | Add +0.8% | 18,765 | $1.4M |
| Silverlake Wealth Management LLC | 0.53% | Add +4.8% | 18,662 | $1.4M |
| Milestone Asset Management Group, LLC | 1.22% | Add +7.5% | 18,384 | $1.4M |
| BigSur Wealth Management LLC | 0.36% | No change | 18,000 | $1.3M |
| Oxinas Partners, LLC | 0.77% | Add +16.5% | 17,806 | $1.3M |
| Tempus Wealth Planning, LLC | 0.38% | Add +120.6% | 17,390 | $1.3M |
| Blair William & Co. | 0.00% | Add +8.0% | 17,098 | $1.3M |
| Ascent Group, LLC | 0.05% | Reduce -15.6% | 16,941 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +14.8% | 16,583 | $1.2M |
| Mosaic Financial Group, LLC | 0.99% | Add +0.5% | 16,582 | $1.2M |
| Wexford Capital LP | 0.32% | No change | 16,456 | $1.2M |
| Grayhawk Investment Strategies Inc. | 2.75% | No change | 16,370 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +24.2% | 15,986 | $1.2M |
| World Investment Advisors | 0.03% | Add +0.0% | 15,592 | $1.1M |
| Principle Wealth Partners LLC | 0.08% | No change | 15,570 | $1.1M |
| HBW Advisory Services LLC | 0.16% | Add +67.5% | 15,539 | $1.1M |
| TD Private Client Wealth LLC | 0.03% | Add +8.0% | 15,372 | $1.1M |
| Cadence Bank | 0.08% | Reduce -10.2% | 15,282 | $1.1M |
| Moseley Investment Management Inc. | 0.44% | Reduce -3.4% | 15,171 | $1.1M |
| Maryland Capital Advisors Inc. | 0.48% | No change | 14,820 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -56.9% | 14,737 | $1.1M |
| Collective Family Office LLC | 0.29% | Reduce -14.1% | 14,615 | $1.1M |
| Macquarie Group Ltd. | 0.00% | Reduce -16.6% | 14,411 | $1.1M |
| MBA Advisors LLC | 0.52% | Add +5.2% | 14,360 | $1.1M |
| CGN Advisors LLC | 0.10% | Add +0.5% | 14,277 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +14.2% | 14,186 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -3.1% | 14,177 | $1.0M |
| SeaCrest Wealth Management, LLC | 0.12% | Reduce -7.1% | 14,085 | $1.0M |
| Evergreen Capital Management LLC | 0.03% | Add +12.0% | 14,040 | $1.0M |
| New Republic Capital, LLC | 0.45% | Add +60.5% | 14,006 | $1.0M |
| Renaissance Technologies | 0.00% | New | 14,000 | $1.0M |
| MN Wealth Advisors, LLC | 0.60% | Reduce -2.9% | 13,917 | $1.0M |
| Novem Group | 0.14% | Reduce -1.9% | 13,819 | $1.0M |
| Barnes Wealth Management Group, Inc | 0.64% | Add +8.8% | 13,432 | $990K |
| IFP Advisors, Inc | 0.03% | Add +7.8% | 13,009 | $959K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.3% | 12,960 | $955K |
| Harvest Investment Services, LLC | 0.26% | Reduce -3.6% | 12,875 | $949K |
| Webster Bank, N. A. | 0.10% | No change | 12,627 | $930K |
| Moors & Cabot, Inc. | 0.05% | Reduce -1.8% | 12,597 | $928K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -3.8% | 12,548 | $925K |
| Farther Finance Advisors, LLC | 0.02% | Add +97.6% | 12,352 | $913K |
| Simon Quick Advisors, LLC | 0.05% | No change | 12,310 | $907K |
| Total Clarity Wealth Management, Inc. | 0.29% | No change | 13,191 | $895K |
| Arkadios Wealth Advisors | 0.03% | Add +49.4% | 12,100 | $892K |
| Creekside Partners | 0.46% | Add +0.1% | 12,035 | $887K |
| GSG Advisors LLC | 0.29% | Add +2.2% | 12,619 | $886K |
| Sara-Bay Financial | 0.39% | Add +21.6% | 11,933 | $883K |
| First Citizens Asset Management, Inc. | 0.34% | Reduce -6.3% | 11,927 | $879K |
| Southland Equity Partners LLC | 0.20% | New | 11,898 | $877K |
| KFG Wealth Management, LLC | 0.16% | Add +43.7% | 11,786 | $869K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +24.6% | 11,752 | $866K |
| Fagan Associates, Inc. | 0.14% | Reduce -1.7% | 11,706 | $863K |
| FLC Capital Advisors | 0.19% | Add +3.1% | 11,657 | $859K |
| Ieq Capital, LLC | 0.01% | No change | 11,536 | $850K |
| Old Mission Investment Co LLC | 0.25% | Add +11.0% | 11,401 | $840K |
| Camden National Bank | 0.12% | Reduce -7.6% | 11,345 | $836K |
| McNamara Financial Services, Inc. | 0.18% | Reduce -6.9% | 11,216 | $827K |
| Mutual Advisors, LLC | 0.02% | Add +6.6% | 10,982 | $825K |
| Betterment LLC | 0.00% | Add +1.8% | 11,071 | $816K |
| IHT Wealth Management, LLC | 0.03% | Reduce -3.0% | 11,067 | $816K |
| Roof Eidam Maycock Peralta, LLC | 0.22% | Reduce -68.4% | 11,025 | $812K |
| FAS Wealth Partners, Inc. | 0.07% | Add +0.4% | 10,980 | $809K |
| CVA Family Office, LLC | 0.12% | No change | 10,918 | $805K |
| Aspen Wealth Strategies, LLC | 0.52% | Reduce -2.9% | 10,813 | $797K |
| one8zero8, LLC | 0.19% | New | 10,715 | $790K |
| 17 Capital Partners, LLC | 0.50% | Add +19.0% | 10,643 | $784K |
| Ifrah Financial Services, Inc. | 0.22% | Add +55.6% | 10,617 | $782K |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -0.5% | 10,604 | $781K |
| Morris Financial Concepts, Inc. | 0.32% | Add +8.8% | 10,433 | $769K |
| Formidable Asset Management, LLC | 0.13% | Add +10.5% | 10,427 | $768K |
| DAVENPORT & Co LLC | 0.00% | Reduce -43.4% | 10,407 | $767K |
| Lido Advisors, LLC | 0.00% | Reduce -38.7% | 10,204 | $752K |
| Cardiff Park Advisors, LLC | 0.07% | Add +0.3% | 10,051 | $741K |
| AQR Capital Management | 0.00% | Reduce -1.0% | 10,026 | $739K |
| Wealthspire Retirement, LLC | 0.06% | Reduce -0.1% | 10,001 | $737K |
| Seamount Financial Group Inc. | 0.50% | Reduce -1.4% | 9,930 | $732K |
| Busey Bank | 0.02% | Reduce -4.7% | 9,827 | $724K |
| Simplicity Wealth,LLC | 0.06% | New | 9,687 | $714K |
| Pension & Wealth Management Advisors, Inc. | 0.26% | Reduce -2.0% | 9,621 | $709K |
| Choreo, LLC | 0.01% | Add +0.0% | 9,595 | $707K |
| Lowe Wealth Advisors, LLC | 0.30% | Add +234.7% | 9,560 | $704K |
| Mascagni Wealth Management, Inc. | 0.70% | No change | 9,557 | $704K |
| Cresset Asset Management, LLC | 0.00% | Add +0.2% | 9,171 | $676K |
| Infinity Wealth Counsel, LLC | 0.72% | No change | 9,113 | $672K |
| Turning Point Benefit Group, Inc. | 0.63% | Add +71.8% | 10,125 | $670K |
| Panoramic Investment Advisors, LLC | 0.44% | No change | 8,900 | $656K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -1.4% | 8,884 | $655K |
| XML Financial, LLC | 0.06% | Add +3.0% | 8,707 | $642K |
| First Manhattan Co. Llc. | 0.00% | No change | 8,400 | $619K |
| Private Trust Co. NA | 0.06% | Reduce -1.3% | 8,391 | $618K |
| Factor Wealth Management LTD | 0.19% | Add +0.3% | 8,336 | $614K |
| Summit Wealth Group, LLC | 0.18% | Add +0.1% | 8,181 | $603K |
| Modern Wealth Management, LLC | 0.02% | Add +6.4% | 8,181 | $603K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +78.2% | 8,158 | $601K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.25% | Add +147.3% | 8,125 | $599K |
| Gotham Asset Management | 0.00% | No change | 8,025 | $591K |
| Belpointe Asset Management LLC | 0.03% | Add +38.7% | 7,995 | $589K |
| Fonville Wealth Management LLC | 0.17% | Add +51.0% | 7,942 | $587K |
| Brooks, Moore & Associates, Inc. | 0.33% | Add +2.6% | 7,915 | $583K |
| NewEdge Wealth, LLC | 0.01% | Reduce -21.4% | 7,863 | $579K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Reduce -2.5% | 7,823 | $576K |
| Acorn Financial Advisory Services Inc. | 0.10% | Reduce -26.5% | 7,715 | $569K |
| Meridian Financial Advisors, LLC | 0.40% | Add +7.6% | 7,689 | $567K |
| RDA Financial Network | 0.17% | Add +7.9% | 7,592 | $559K |
| Wealth Dimensions Group, Ltd. | 0.13% | Add +6.0% | 7,591 | $559K |
| Keudell/Morrison Wealth Management | 0.13% | Add +5.6% | 7,581 | $559K |
| TFB Advisors LLC | 0.16% | Add +1.8% | 7,459 | $550K |
| Bessemer Group Inc. | 0.00% | Reduce -5.9% | 7,405 | $546K |
| Pasadena Private Wealth, LLC | 0.10% | Reduce -11.8% | 7,263 | $535K |
| Sax Wealth Advisors, LLC | 0.04% | Add +3.2% | 7,232 | $533K |
| First National Bank of Mount Dora, Trust Investment Services | 0.13% | No change | 7,148 | $527K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +21.6% | 7,147 | $527K |
| Berkeley Capital Partners, LLC | 0.14% | Add +0.9% | 7,066 | $521K |
| Proathlete Wealth Management LLC | 0.19% | No change | 7,048 | $519K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -10.6% | 7,868 | $518K |
| Ancora Advisors LLC | 0.01% | No change | 6,989 | $515K |
| Cascade Financial Partners, LLC | 0.06% | Reduce -5.1% | 6,867 | $506K |
| Kathleen S. Wright Associates Inc. | 0.21% | Reduce -5.7% | 6,845 | $504K |
| SigFig Wealth Management, LLC | 0.02% | Add +26.6% | 6,801 | $503K |
| Sovereign Financial Group, Inc. | 0.11% | No change | 6,721 | $495K |
| Phraction Management LLC | 0.18% | No change | 6,705 | $494K |
| Cahill Financial Advisors Inc. | 0.07% | Add +0.6% | 6,672 | $492K |
| Disciplined Investors, L.L.C. | 0.44% | Add +2.0% | 6,602 | $486K |
| Corient Private Wealth LP | 0.00% | Add +37.4% | 6,573 | $484K |
| Richard W. Paul & Associates, LLC | 0.19% | Reduce -5.7% | 6,571 | $484K |
| Collaborative Wealth Managment Inc. | 0.23% | Add +0.7% | 6,566 | $484K |
| Ipsen Advisor Group LLC | 0.41% | Add +1.0% | 6,471 | $477K |
| Vanguard Group Inc. | 0.00% | Add +9.1% | 6,457 | $476K |
| Sage Capital Advisors,llc | 0.12% | Add +0.8% | 6,341 | $467K |
| Virtue Capital Management, LLC | 0.05% | New | 6,317 | $466K |
| Pacific Financial Group Inc. | 0.37% | Add +12.3% | 6,280 | $463K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -1.5% | 6,267 | $462K |
| Strategic Wealth Investment Group, LLC | 0.79% | Reduce -95.6% | 6,198 | $457K |
| CoreCap Advisors, LLC | 0.02% | Reduce -13.3% | 6,193 | $456K |
| Paragon Financial Partners, Inc. | 0.36% | Add +0.2% | 6,172 | $455K |
| Savvy Advisors, Inc. | 0.05% | No change | 6,127 | $451K |
| Patriot Investment Management Group, Inc. | 0.03% | Add +4.2% | 6,095 | $449K |
| Northcape Wealth Management, LLC | 0.14% | No change | 6,047 | $446K |
| Parsons Capital Management Inc. | 0.02% | Reduce -0.8% | 6,027 | $444K |
| D'Orazio & Associates, Inc. | 0.07% | Reduce -44.8% | 6,015 | $443K |
| Investment Counsel Co. of Nevada | 1.01% | Reduce -1.6% | 6,012 | $443K |
| True Link Financial Advisors, LLC | 0.03% | New | 6,000 | $442K |
| TPG Advisors LLC | 0.35% | New | 5,967 | $440K |
| Friday Financial | 0.26% | Add +0.6% | 5,921 | $438K |
| Daymark Wealth Partners, LLC | 0.02% | New | 5,926 | $437K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -5.3% | 5,815 | $428K |
| Transform Wealth, LLC | 0.03% | Reduce -19.5% | 5,814 | $428K |
| Dover Advisors, LLC | 0.18% | New | 5,731 | $422K |
| My Legacy Advisors, LLC | 0.16% | Reduce -1.4% | 5,698 | $420K |
| StoneX Group Inc. | 0.02% | Add +1.2% | 5,622 | $414K |
| Compound Planning, Inc. | 0.02% | Add +0.8% | 5,584 | $411K |
| Quadrant Capital Group LLC | 0.01% | No change | 5,497 | $405K |
| Clearstead Advisors, LLC | 0.01% | New | 5,491 | $405K |
| International Assets Investment Management, LLC | 0.04% | Reduce -19.7% | 5,473 | $403K |
| Gateway Wealth Partners, LLC | 0.09% | Add +3.0% | 5,383 | $397K |
| Charter Oak Capital Management, LLC | 0.04% | Add +10.3% | 5,362 | $395K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -9.7% | 5,349 | $394K |
| Wilkins Miller Wealth Management, LLC | 0.29% | New | 5,311 | $391K |
| Level Wealth Management LLC | 0.25% | New | 5,243 | $386K |
| Cottage Street Advisors LLC | 0.19% | Add +15.5% | 5,130 | $378K |
| AE Wealth Management LLC | 0.00% | Reduce -1.4% | 5,006 | $369K |
| Proficio Capital Partners LLC | 0.03% | No change | 5,000 | $368K |
| FSC Wealth Advisors, LLC | 0.24% | Reduce -2.0% | 4,965 | $366K |
| Apella Capital, LLC | 0.01% | No change | 5,091 | $358K |
| Newport Capital Group, LLC | 0.25% | Add +0.8% | 4,807 | $354K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -11.8% | 4,769 | $351K |
| Westshore Wealth, LLC | 0.15% | No change | 4,756 | $350K |
| Mattern Wealth Management LLC | 0.08% | No change | 4,700 | $346K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.1% | 4,685 | $345K |
| GLOBALT Investments LLC / GA | 0.01% | Reduce -10.8% | 4,682 | $345K |
| Westbourne Investments, Inc. | 0.21% | Add +17.8% | 4,635 | $342K |
| Aldebaran Financial Inc. | 0.42% | No change | 4,614 | $340K |
| Opal Wealth Advisors, LLC | 0.10% | Add +1.6% | 4,591 | $338K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -23.0% | 4,590 | $338K |
| Schiavi & Co LLC | 0.12% | New | 4,519 | $333K |
| StrongBox Wealth, LLC | 0.14% | Reduce -12.0% | 4,512 | $332K |
| Mission Wealth Management, LP | 0.01% | Reduce -1.9% | 4,470 | $329K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -12.7% | 4,461 | $329K |
| Castle Wealth Management LLC | 0.13% | No change | 4,364 | $322K |
| Legacy Private Trust Co. | 0.02% | New | 4,330 | $319K |
| Luminvest Wealth Management LLC | 0.13% | Add +0.6% | 4,242 | $313K |
| C M Bidwell & Associates Ltd. | 0.19% | No change | 4,238 | $312K |
| Van Den Berg Management I, Inc. | 0.10% | No change | 4,222 | $311K |
| ORG Partners LLC | 0.08% | New | 4,171 | $308K |
| Angeles Wealth Management, LLC | 0.03% | No change | 4,167 | $307K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -9.6% | 4,129 | $304K |
| Fortis Group Advisors, LLC | 0.06% | Add +203.8% | 4,071 | $300K |
| Beacon Financial Advisory LLC | 0.09% | Add +24.3% | 4,070 | $300K |
| Insight Advisors, LLC/ PA | 0.05% | New | 4,056 | $299K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -2.7% | 4,048 | $298K |
| SWS Partners | 0.10% | Reduce -9.7% | 4,035 | $297K |
| Bell Investment Advisors, Inc | 0.05% | Add +0.8% | 4,027 | $297K |
| Patten Group, Inc. | 0.07% | New | 4,024 | $297K |
| FOCUS Wealth Advisors, LLC | 0.16% | No change | 4,009 | $295K |
| Fifth Third Bancorp | 0.00% | New | 4,000 | $295K |
| Tidemark, LLC | 0.11% | Add +0.3% | 3,972 | $293K |
| PFG Advisors | 0.02% | Reduce -1.5% | 3,972 | $293K |
| Mraz, Amerine & Associates, Inc. | 0.05% | Reduce -3.6% | 3,950 | $292K |
| Moloney Securities Asset Management, LLC | 0.04% | New | 3,919 | $289K |
| GTS Securities LLC | 0.01% | New | 3,908 | $288K |
| HHM Wealth Advisors, LLC | 0.04% | Reduce -3.7% | 3,815 | $281K |
| Charles Schwab Trust Co | 0.02% | No change | 3,815 | $281K |
| Highland Capital Management, LLC | 0.02% | Reduce -4.4% | 3,775 | $278K |
| Financial Insights, Inc. | 0.11% | Reduce -1.6% | 3,741 | $276K |
| Avior Wealth Management, LLC | 0.01% | Reduce -5.5% | 3,697 | $272K |
| Quartz Partners, LLC | 0.16% | Add +0.5% | 3,664 | $270K |
| Lanark Financial, Inc. | 0.02% | — | 3,649 | $268K |
| North Star Investment Management Corp. | 0.02% | Add +23.6% | 3,624 | $267K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -0.3% | 3,555 | $262K |
| Cura Wealth Advisors, LLC | 0.11% | No change | 3,525 | $260K |
| Mason Investment Advisory Services, Inc. | 0.02% | No change | 3,514 | $259K |
| Ameritas Advisory Services, LLC | 0.01% | Add +3.1% | 3,761 | $258K |
| Composition Wealth, LLC | 0.01% | Reduce -3.8% | 3,490 | $257K |
| Marathon Capital Management | 0.07% | Reduce -1.4% | 3,483 | $257K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 3,479 | $256K |
| Modera Wealth Management, LLC | 0.00% | Reduce -4.6% | 3,456 | $255K |
| Creative Financial Designs Inc. | 0.02% | Reduce -22.8% | 3,448 | $254K |
| Avestar Capital, LLC | 0.02% | No change | 3,413 | $252K |
| Capital Analysts, LLC | 0.01% | Add +100.7% | 3,361 | $247K |
| Mainsail Asset Management, LLC | 0.17% | Reduce -2.3% | 3,337 | $246K |
| Madison Wealth Partners, Inc | 0.06% | Add +0.7% | 3,329 | $245K |
| 3Chopt Investment Partners, LLC | 0.06% | New | 3,309 | $244K |
| Harbour Investments, Inc. | 0.01% | Add +6.6% | 3,308 | $244K |
| Wealth Management Associates, Inc. | 0.10% | New | 3,270 | $241K |
| Journey Strategic Wealth LLC | 0.01% | New | 3,236 | $238K |
| Gradient Capital Advisors, LLC | 0.08% | New | 3,206 | $236K |
| HB Wealth Management, LLC | 0.00% | New | 3,203 | $236K |
| M Wealth Management, LLC | 0.22% | No change | 3,200 | $236K |
| Staley Capital Advisers Inc. | 0.01% | No change | 3,200 | $236K |
| Transcend Capital Advisors, LLC | 0.02% | Add +3.6% | 3,177 | $234K |
| Signet Financial Management, LLC | 0.03% | Reduce -30.2% | 3,098 | $228K |
| IRON Financial LLC | 0.13% | New | 3,083 | $227K |
| BIP Wealth, LLC | 0.01% | Add +2.5% | 3,069 | $226K |
| Cape Investment Advisory, Inc. | 0.09% | Add +27.2% | 3,058 | $225K |
| Syverson Strege & Co | 0.07% | New | 3,030 | $223K |
| Wayfinding Financial, LLC | 0.10% | Add +2.4% | 3,028 | $223K |
| Florida Trust Wealth Management Co | 0.01% | No change | 3,000 | $221K |
| Nestegg Advisors, Inc. | 0.23% | Add +0.8% | 2,982 | $220K |
| Fortis Capital Advisors, LLC | 0.04% | Reduce -48.9% | 2,946 | $217K |
| Causey Wealth LLC | 0.12% | New | 2,940 | $217K |
| Brady Martz Wealth Solutions, LLC | 0.05% | New | 2,914 | $215K |
| Long Run Wealth Advisors, LLC | 0.05% | Reduce -7.8% | 2,909 | $214K |
| Abacus Planning Group, Inc. | 0.04% | New | 2,882 | $212K |
| Geneos Wealth Management Inc. | 0.01% | Add +12.3% | 2,868 | $211K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -3.7% | 2,854 | $210K |
| Allegheny Financial Group | 0.05% | New | 2,787 | $205K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 2,750 | $203K |
| Ami Investment Management Inc. | 0.07% | Reduce -14.7% | 2,739 | $202K |
| Investment Partners Asset Management, Inc. | 0.16% | New | 2,738 | $202K |
| Atlantic Private Wealth, LLC | 0.14% | No change | 2,632 | $194K |
| Glen Eagle Advisors, LLC | 0.03% | Reduce -37.0% | 2,621 | $193K |
| Raffa Wealth Management, LLC | 0.04% | Add +0.0% | 2,582 | $190K |
| MCF Advisors LLC | 0.01% | No change | 2,563 | $189K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +7.9% | 2,483 | $183K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +459.8% | 2,340 | $172K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 2,306 | $170K |
| Creative Capital Management Investments LLC | 0.06% | No change | 2,252 | $166K |
| Hexagon Capital Partners LLC | 0.03% | Reduce -15.0% | 2,234 | $165K |
| First Horizon Advisors, Inc. | 0.00% | New | 2,220 | $164K |
| National Bank of Canada | 0.00% | Add +112.8% | 2,117 | $156K |
| Stephens Consulting, LLC | 0.04% | Reduce -0.6% | 2,085 | $154K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 2,021 | $149K |
| Concord Wealth Partners | 0.02% | Add +0.5% | 2,010 | $148K |
| GAMMA Investing LLC | 0.01% | Add +6.5% | 1,966 | $145K |
| Garde Capital, Inc. | 0.01% | No change | 1,831 | $135K |
| Accredited Wealth Management, LLC | 0.11% | Add +0.1% | 1,704 | $126K |
| Bfsg, LLC | 0.01% | Reduce -19.1% | 1,591 | $117K |
| Nalls Sherbakoff Group, LLC | 0.09% | — | 1,575 | $116K |
| Signaturefd, LLC | 0.00% | Add +0.8% | 1,563 | $115K |
| WPG Advisers, LLC | 0.09% | Reduce -9.2% | 1,381 | $102K |
| Colonial Trust Co / SC | 0.02% | Add +6.8% | 1,375 | $101K |
| LGT Financial Advisors LLC | 0.30% | Add +14.2% | 1,339 | $99K |
| Topsail Wealth Management, LLC | 0.02% | Add +57.5% | 1,326 | $98K |
| Spire Wealth Management | 0.00% | Reduce -35.7% | 1,261 | $93K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,100 | $81K |
| Richards, Merrill & Peterson, Inc. | 0.04% | Add +141.0% | 1,094 | $81K |
| Peoples Bank | 0.05% | Add +141.1% | 1,085 | $80K |
| Parallel Advisors, LLC | 0.00% | Add +20.0% | 1,062 | $78K |
| BankPlus Trust Department | 0.03% | No change | 1,051 | $77K |
| Sunbelt Securities, Inc. | 0.01% | New | 1,023 | $75K |
| SouthState Bank Corp | 0.00% | New | 1,001 | $74K |
| Hara Capital LLC | 0.05% | No change | 1,000 | $74K |
| Signature Resources Capital Management, LLC | 0.06% | Reduce -4.1% | 951 | $70K |
| Adirondack Trust Co. | 0.03% | No change | 893 | $66K |
| AlphaCore Capital LLC | 0.01% | New | 844 | $62K |
| UMB Bank, n.a. | 0.00% | No change | 806 | $59K |
| Kentucky Trust Co | 0.03% | No change | 795 | $59K |
| Archer Investment Corp | 0.02% | Reduce -2.8% | 794 | $59K |
| Consultiva Wealth Management, Corp. | 0.20% | No change | 787 | $58K |
| Towne Trust Company, N.A | 0.02% | No change | 738 | $54K |
| Arax Advisory Partners | 0.00% | New | 724 | $53K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 700 | $52K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 700 | $52K |
| Kimelman & Baird, LLC | 0.00% | No change | 694 | $51K |
| Sandy Spring Bank | 0.00% | No change | 675 | $50K |
| Atticus Wealth Management, LLC | 0.02% | Add +15.5% | 672 | $49K |
| City State Bank | 0.02% | No change | 670 | $49K |
| Elevation Wealth Partners, LLC | 0.02% | Add +124.6% | 649 | $48K |
| Bay Harbor Wealth Management, LLC | 0.01% | No change | 623 | $46K |
| TFC Financial Management, Inc. | 0.01% | New | 575 | $42K |
| Tsfg, LLC | 0.01% | Add +0.7% | 568 | $42K |
| Winthrop Capital Management, LLC | 0.01% | Add +2.4% | 523 | $39K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 521 | $38K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -3.9% | 499 | $37K |
| Smithfield Trust Co | 0.00% | No change | 461 | $34K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -40.6% | 457 | $34K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.7% | 455 | $34K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -42.6% | 429 | $32K |
| Sound Income Strategies, LLC | 0.00% | Add +4400.0% | 405 | $30K |
| Financial Freedom, LLC | 0.02% | Add +1.0% | 405 | $30K |
| Eastern Bank | 0.00% | No change | 395 | $29K |
| Olde Wealth Management, LLC | 0.01% | New | 393 | $28K |
| BlackRock, Inc. | 0.00% | No change | 351 | $26K |
| American Capital Advisory, LLC | 0.01% | No change | 350 | $26K |
| Asset Dedication, LLC | 0.00% | Add +7.5% | 343 | $25K |
| Westside Investment Management, Inc. | 0.01% | New | 341 | $25K |
| Decker Retirement Planning Inc. | 0.01% | Reduce -20.9% | 317 | $23K |
| NFSG Corp | 0.01% | Add +0.7% | 296 | $22K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 250 | $18K |
| NorthRock Partners, LLC | 0.00% | New | 235 | $17K |
| Franklin Resources Inc. | 0.00% | New | 235 | $17K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -17.7% | 232 | $17K |
| Barclays PLC | 0.00% | No change | 230 | $17K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 220 | $16K |
| West Paces Advisors Inc. | 0.00% | New | 215 | $16K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 211 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 211 | $16K |
| Aptus Capital Advisors, LLC | 0.00% | Add +114.3% | 210 | $15K |
| Van Eck Associates Corp. | 0.00% | Add +28.8% | 197 | $15K |
| MAI Capital Management | 0.00% | No change | 182 | $13K |
| EPG Wealth Management LLC | 0.00% | Add +1.3% | 161 | $12K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 160 | $12K |
| Robinswood Financial LLC | 0.00% | No change | 153 | $11K |
| Rothschild Investment LLC | 0.00% | No change | 152 | $11K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 151 | $11K |
| Crewe Advisors LLC | 0.00% | New | 148 | $11K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -37.5% | 125 | $9K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +0.8% | 122 | $9K |
| Larson Financial Group LLC | 0.00% | Reduce -68.7% | 121 | $9K |
| Continuum Advisory, LLC | 0.00% | Add +192.7% | 120 | $9K |
| Creekmur Asset Management LLC | 0.00% | New | 109 | $8K |
| Caldwell Trust Co | 0.00% | No change | 109 | $8K |
| WestEnd Advisors, LLC | 0.00% | No change | 103 | $8K |
| Allianz SE | 0.00% | Reduce -71.9% | 94 | $7K |
| Key Financial Inc | 0.00% | New | 83 | $6K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 80 | $6K |
| Pineridge Advisors LLC | 0.00% | No change | 47 | $3K |
| Park Square Financial Group, LLC | 0.00% | Reduce -4.4% | 43 | $3K |
| PrairieView Partners, LLC | 0.00% | No change | 43 | $3K |
| BNP Paribas Financial Markets | 0.00% | New | 40 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 25 | $2K |
| Kiker Wealth Management, LLC | 0.00% | New | 24 | $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% | No change | 15 | $1K |
| Rossby Financial, LCC | 0.00% | New | 13 | $976 |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 11 | $813 |
| Main Street Group, LTD | 0.00% | No change | 1 | $74 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 1 | $61 |
"% 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.