Vanguard Int High DVD YLDVYMIETF
13F holders, Q2 2025 (June 30)641holders +52
81new positions
28sold out
4famous investors
$77.77avg. 13F price*
At the end of Q2 2025, 641 institutions reported holding Vanguard Int High DVD YLD Inc. (VYMI) in their 13F filings, up 52 from Q1 2025. 81 opened new positions and 28 sold out. The largest holders were Morgan Stanley ($426.2M), Bank of America Corp. ($363.1M) and Orgel Wealth Management, LLC ($202.3M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $71.5M |
| Exits | 28 | $24.1M |
All 13F filers, Q1 2025 → Q2 2025: 7,984,283 shares bought and 2,071,698 shares sold, net +5,912,585 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 641 holders
| Morgan Stanley | 0.03% | Add +11.9% | 5,320,788 | $426.2M |
| Bank of America Corp. | 0.03% | Add +14.5% | 4,532,014 | $363.1M |
| Orgel Wealth Management, LLC | 4.88% | Reduce -2.1% | 2,525,860 | $202.3M |
| Captrust Financial Advisors | 0.41% | Add +22.6% | 2,277,509 | $182.5M |
| Wells Fargo & Company | 0.03% | Add +8.5% | 1,921,748 | $154.0M |
| Envestnet Asset Management Inc. | 0.04% | Add +9.1% | 1,905,093 | $152.6M |
| Manufacturers Life Insurance Company, The | 0.13% | Add +1.6% | 1,769,022 | $141.7M |
| LPL Financial LLC | 0.04% | Add +11.9% | 1,648,569 | $132.1M |
| Ameriprise Financial Inc. | 0.03% | Add +20.4% | 1,629,960 | $130.6M |
| UBS Group AG | 0.02% | Add +13.2% | 1,302,461 | $104.3M |
| Royal Bank of Canada | 0.02% | Add +10.7% | 1,254,693 | $100.5M |
| Confluence Wealth Services, Inc. | 5.35% | Add +3.4% | 1,223,744 | $98.0M |
| Jones Financial Companies LLLP | 0.07% | Add +30.2% | 1,211,347 | $96.7M |
| Raymond James Financial Inc. | 0.02% | Add +9.2% | 849,339 | $68.0M |
| Mariner, LLC | 0.09% | Add +12.2% | 736,504 | $59.0M |
| HighTower Advisors, LLC | 0.07% | Add +12.6% | 686,061 | $55.0M |
| Creative Planning | 0.05% | Add +0.5% | 674,293 | $54.0M |
| Cwm, LLC | 0.19% | Reduce -2.8% | 668,490 | $53.6M |
| JPMorgan Chase & Co. | 0.00% | Add +23.7% | 514,455 | $41.2M |
| Equitable Holdings, Inc. | 0.32% | Add +6.9% | 478,945 | $38.4M |
| Commonwealth Equity Services, LLC | 0.05% | Add +10.9% | 457,003 | $36.6M |
| Summit Financial Wealth Advisors, LLC | 6.56% | Add +6.1% | 456,280 | $36.6M |
| Assetmark, Inc. | 0.08% | Add +5.1% | 411,662 | $33.0M |
| PNC Financial Services Group, Inc. | 0.02% | Add +20.6% | 407,600 | $32.7M |
| Barry Investment Advisors, LLC | 8.05% | Add +2.0% | 403,847 | $32.4M |
| Capital Advantage, Inc. | 4.83% | Add +0.9% | 380,556 | $30.5M |
| Focus Partners Wealth | 0.06% | Reduce -11.2% | 371,801 | $29.8M |
| First Hawaiian Bank | 4.00% | Reduce -4.2% | 368,264 | $29.5M |
| Cetera Investment Advisers | 0.04% | Add +11.7% | 320,647 | $25.7M |
| Sei Investments Co. | 0.03% | Reduce -1.1% | 316,681 | $25.4M |
| Jane Street Group, LLC | 0.04% | Reduce -51.1% | 311,513 | $25.0M |
| Arlington Trust Co LLC | 4.76% | Reduce -2.2% | 304,237 | $24.4M |
| Hamilton Wealth, LLC | 5.31% | New | 296,533 | $23.8M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -6.6% | 294,867 | $23.8M |
| Osaic Holdings, Inc. | 0.04% | Add +23.3% | 291,441 | $23.2M |
| SWAN Capital LLC | 9.79% | Add +17.4% | 281,261 | $22.5M |
| Bank of Hawaii | 1.18% | Reduce -22.9% | 279,490 | $22.4M |
| Janney Montgomery Scott LLC | 0.06% | Add +9.0% | 272,521 | $21.8M |
| Baird Financial Group, Inc. | 0.04% | Add +3.8% | 264,200 | $21.2M |
| Burns J W & Co. Inc. | 2.56% | Add +22.1% | 263,342 | $21.1M |
| Signature Estate & Investment Advisors LLC | 0.47% | Reduce -8.5% | 251,790 | $20.2M |
| Main Line Retirement Advisors, LLC | 11.40% | Add +7.0% | 249,878 | $20.0M |
| Vestmark Advisory Solutions, Inc. | 0.28% | Add +123.2% | 243,960 | $19.5M |
| Strategic Point Investment Advisors, LLC | 3.01% | Add +0.7% | 243,792 | $19.5M |
| American Investment Services, Inc. | 4.95% | Reduce -2.0% | 241,858 | $19.4M |
| LS Investment Advisors, LLC | 2.71% | Add +9.8% | 231,341 | $18.5M |
| Truist Financial Corp. | 0.03% | Reduce -2.6% | 226,906 | $18.2M |
| Mackenzie Financial Corp. | 0.02% | Add +21.5% | 225,478 | $18.1M |
| Ackerman Capital Advisors, LLC | 4.09% | Add +36.5% | 220,024 | $17.6M |
| Capital Investment Advisors, LLC | 0.30% | Reduce -3.9% | 212,045 | $17.2M |
| Pathstone Holdings, LLC | 0.07% | Add +0.0% | 207,580 | $16.6M |
| AAF Wealth Management, LLC | 7.56% | Add +13.1% | 207,226 | $16.6M |
| Kwmg, LLC | 1.52% | Add +0.1% | 202,435 | $16.2M |
| Stifel Financial Corp. | 0.02% | Add +7.8% | 195,629 | $15.7M |
| Procyon Advisors, LLC | 1.35% | Reduce -4.6% | 178,108 | $14.3M |
| MML Investors Services, LLC | 0.04% | Add +31.6% | 176,310 | $14.1M |
| Human Investing LLC | 2.19% | Reduce -0.5% | 173,234 | $13.9M |
| Old Mission Capital LLC | 0.37% | Add +9.6% | 172,777 | $13.8M |
| Tull Financial Group, Inc. | 6.19% | Add +3.6% | 169,725 | $13.6M |
| New England Private Wealth Advisors LLC | 1.96% | Add +4.1% | 165,985 | $13.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +14.2% | 161,371 | $12.9M |
| Arkos Global Advisors | 1.76% | Reduce -3.7% | 158,525 | $12.7M |
| Roble, Belko & Company, Inc | 1.84% | Reduce -49.0% | 158,110 | $12.7M |
| Meeder Advisory Services, Inc. | 0.65% | Add +5.5% | 157,709 | $12.6M |
| RTD Financial Advisors, Inc. | 1.59% | Reduce -1.0% | 155,010 | $12.4M |
| Citigroup Inc. | 0.01% | Add +5.1% | 154,330 | $12.4M |
| Prentice Wealth Management LLC | 3.24% | Reduce -0.8% | 154,096 | $12.3M |
| Unison Advisors LLC | 1.37% | Reduce -0.3% | 153,315 | $12.3M |
| Avantax Advisory Services, Inc. | 0.07% | Add +2.4% | 150,724 | $12.1M |
| Family Investment Center, Inc. | 2.72% | Reduce -1.6% | 149,636 | $12.0M |
| Regimen Wealth, LLC | 3.68% | Reduce -9.0% | 147,985 | $11.9M |
| Pinnacle Financial Group, LLC / IL | 3.90% | Add +3.3% | 145,616 | $11.7M |
| Tocqueville Asset Management L.P. | 0.18% | Add +2.7% | 144,311 | $11.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.2% | 140,915 | $11.3M |
| Integrated Advisors Network LLC | 0.51% | Reduce -8.2% | 139,631 | $11.2M |
| Stephens Inc. | 0.15% | Reduce -2.1% | 135,239 | $10.8M |
| Equitable Trust Co. | 0.52% | Add +0.8% | 131,262 | $10.5M |
| Wedmont Private Capital | 0.45% | Add +1.4% | 129,920 | $10.5M |
| Capital Advisors Wealth Management, LLC | 1.64% | Add +10.6% | 129,985 | $10.4M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -9.7% | 129,708 | $10.4M |
| Sanctuary Advisors, LLC | 0.06% | Add +7.1% | 129,069 | $10.3M |
| Atria Investments, Inc | 0.12% | Add +3.4% | 127,526 | $10.2M |
| Cedar Mountain Advisors, LLC | 2.09% | Add +2.8% | 125,710 | $10.1M |
| NewEdge Advisors, LLC | 0.05% | Add +6.7% | 121,329 | $9.7M |
| Croban | 8.28% | Reduce -0.6% | 120,943 | $9.7M |
| Kraft, Davis & Associates, LLC | 2.65% | Add +30.1% | 119,037 | $9.6M |
| Regal Investment Advisors LLC | 0.72% | Add +2.4% | 120,133 | $9.6M |
| Financial Perspectives, Inc | 2.91% | Add +10.8% | 120,120 | $9.6M |
| Drucker Wealth 3.0, LLC | 1.83% | Add +5.3% | 117,217 | $9.5M |
| Buska Wealth Management, LLC | 2.57% | Add +487.6% | 117,492 | $9.4M |
| Mgo One Seven LLC | 0.30% | Reduce -2.3% | 117,089 | $9.4M |
| Private Advisor Group, LLC | 0.05% | Add +197.0% | 116,625 | $9.3M |
| Lumbard & Kellner, LLC | 3.96% | Reduce -1.2% | 113,545 | $9.1M |
| Fiduciary Trust Co | 0.11% | Reduce -0.0% | 113,353 | $9.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +3.7% | 108,580 | $8.7M |
| Guardian Financial Partners, LLC | 3.88% | Add +3.8% | 107,829 | $8.6M |
| Rebalance, LLC | 0.58% | Reduce -22.6% | 106,904 | $8.6M |
| HUB Investment Partners, LLC | 0.29% | Reduce -2.6% | 104,851 | $8.4M |
| Kingsview Wealth Management, LLC | 0.14% | Add +195.4% | 103,719 | $8.3M |
| Clarity Wealth Advisors, LLC | 2.04% | Add +12.1% | 103,188 | $8.3M |
| Marathon Capital Management | 2.10% | Add +2833.3% | 102,167 | $8.2M |
| Sweeney & Michel, LLC | 2.89% | Add +4.9% | 101,186 | $8.1M |
| Principal Securities, Inc. | 0.15% | Add +20.9% | 101,668 | $8.1M |
| Quaker Wealth Management, LLC | 2.64% | — | 98,535 | $7.9M |
| Courier Capital LLC | 0.48% | Add +7.2% | 97,891 | $7.8M |
| Merit Financial Group, LLC | 0.09% | Add +8.6% | 97,389 | $7.8M |
| Eagle Strategies LLC | 1.18% | Add +3.3% | 96,696 | $7.7M |
| Oak Hill Wealth Advisors, LLC | 1.60% | Add +10.9% | 95,739 | $7.7M |
| ADG Wealth Management Group, LLC | 6.18% | Add +0.3% | 90,654 | $7.3M |
| Independent Financial Group, LLC | 0.20% | Add +7.3% | 90,649 | $7.3M |
| Cherry Tree Wealth Management, LLC | 1.63% | Reduce -1.3% | 87,543 | $7.0M |
| Ariston Services Group | 4.94% | Add +0.4% | 86,787 | $7.0M |
| Citadel Advisors | 0.01% | Add +192.7% | 86,667 | $6.9M |
| Apeiron RIA LLC | 1.74% | Reduce -0.6% | 84,181 | $6.7M |
| Waverly Advisors, LLC | 0.07% | Add +3.8% | 81,206 | $6.5M |
| Bank of Montreal | 0.00% | Add +57.2% | 80,587 | $6.5M |
| Linscomb Wealth, Inc. | 0.29% | Reduce -0.5% | 79,669 | $6.4M |
| McKinley Carter Wealth Services, Inc. | 0.35% | Reduce -1.3% | 77,538 | $6.2M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +102.1% | 77,151 | $6.2M |
| Walkner Condon Financial Advisors LLC | 1.11% | Add +6.7% | 75,027 | $6.0M |
| Natixis Advisors, LLC | 0.01% | Add +16.5% | 74,698 | $6.0M |
| First Citizens Bank & Trust Co. | 0.11% | Add +12.0% | 74,002 | $5.9M |
| Wealthcare Advisory Partners LLC | 0.14% | Add +6.4% | 73,861 | $5.9M |
| First PREMIER Bank | 1.41% | Add +7.8% | 72,509 | $5.8M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.29% | Add +1.6% | 70,889 | $5.7M |
| BCS Wealth Management | 1.20% | Add +10.5% | 69,726 | $5.6M |
| West Bancorporation Inc. | 3.49% | New | 68,988 | $5.5M |
| WNY Asset Management, LLC | 0.60% | Add +0.3% | 68,065 | $5.5M |
| Mayfair Advisory Group, LLC | 2.57% | Add +31.8% | 65,890 | $5.4M |
| Axis Wealth Partners, LLC | 3.52% | Add +1.9% | 66,977 | $5.4M |
| S. R. Schill & Associates | 3.90% | Add +5.3% | 66,103 | $5.3M |
| Manning & Napier Advisors LLC | 0.06% | Reduce -1.7% | 66,021 | $5.3M |
| Moran Wealth Management, LLC | 0.16% | Add +4.5% | 63,007 | $5.0M |
| Venture Visionary Partners LLC | 0.19% | Add +0.1% | 62,874 | $5.0M |
| Fiduciary Advisors, Inc. | 4.37% | Add +6.7% | 61,984 | $5.0M |
| Heartwood Wealth Advisors LLC | 0.47% | Add +2.3% | 56,444 | $4.5M |
| Precedent Wealth Partners, LLC | 1.10% | Add +16.3% | 56,023 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +12.3% | 55,885 | $4.5M |
| Wealthfront Advisers LLC | 0.01% | Reduce -11.2% | 53,792 | $4.3M |
| Oppenheimer & Co. Inc. | 0.06% | Add +3.5% | 52,348 | $4.2M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -33.9% | 52,175 | $4.2M |
| Toronto Dominion Bank | 0.01% | New | 51,877 | $4.2M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +43.0% | 50,468 | $4.0M |
| Investment Advisory Group, LLC | 1.22% | Add +0.3% | 50,203 | $4.0M |
| Zhang Financial LLC | 0.18% | Reduce -0.2% | 49,942 | $4.0M |
| Joel Isaacson & Co., LLC | 0.16% | Add +149.4% | 49,937 | $4.0M |
| Fiduciary Group, LLC | 0.37% | Add +5.9% | 49,478 | $4.0M |
| Cambridge Financial Group, LLC | 1.47% | Add +1.3% | 48,817 | $3.9M |
| Beta Wealth Group, Inc. | 1.42% | Reduce -2.7% | 48,562 | $3.9M |
| Old National Bancorp | 0.07% | New | 48,343 | $3.9M |
| EP Wealth Advisors, LLC | 0.03% | Add +39.8% | 48,270 | $3.9M |
| Country Club Bank | 0.24% | Add +3.8% | 48,215 | $3.8M |
| High Net Worth Advisory Group LLC | 1.00% | Add +8.1% | 47,072 | $3.8M |
| 5T Wealth, LLC | 1.91% | Add +18.6% | 46,866 | $3.8M |
| CRA Financial Services, LLC | 0.56% | Add +16.6% | 45,765 | $3.7M |
| Janney Capital Management LLC | 0.24% | Reduce -0.6% | 45,640 | $3.7M |
| Certified Advisory Corp | 0.37% | Reduce -2.3% | 44,538 | $3.6M |
| Marino, Stram & Associates LLC | 0.72% | Add +14.0% | 44,483 | $3.6M |
| JFS Wealth Advisors, LLC | 0.23% | Add +5.1% | 44,362 | $3.6M |
| 180 Wealth Advisors, LLC | 0.49% | Add +2.2% | 44,219 | $3.5M |
| Mission Hills Financial Advisory, LLC | 2.18% | Add +11.6% | 43,756 | $3.5M |
| Perissos Private Wealth Management, LLC | 2.77% | New | 43,718 | $3.5M |
| Cary Street Partners Financial LLC | 0.10% | Add +9.8% | 42,960 | $3.4M |
| Note Advisors, LLC | 2.32% | Add +8.1% | 41,892 | $3.4M |
| Cowa, LLC | 1.25% | Add +7.6% | 41,042 | $3.3M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -10.6% | 38,234 | $3.1M |
| Prospera Financial Services Inc | 0.06% | Add +1.8% | 37,591 | $3.0M |
| Mechanics Bank Trust Department | 0.43% | Add +85.8% | 37,160 | $3.0M |
| Valmark Advisers, Inc. | 0.04% | Reduce -0.4% | 37,030 | $3.0M |
| CoreFirst Bank & Trust | 1.66% | Add +0.9% | 36,687 | $2.9M |
| Smartleaf Asset Management LLC | 0.25% | Reduce -0.0% | 36,170 | $2.9M |
| Cerity Partners LLC | 0.01% | Add +1.1% | 35,988 | $2.9M |
| Strategic Blueprint, LLC | 0.14% | Add +63.8% | 35,589 | $2.9M |
| Howe & Rusling Inc. | 0.21% | Add +15.4% | 35,528 | $2.8M |
| Arq Wealth Advisors, LLC | 0.97% | New | 38,329 | $2.8M |
| Lebenthal Global Advisors, LLC | 0.53% | Reduce -21.5% | 35,118 | $2.8M |
| &partners | 0.02% | Add +29.6% | 34,568 | $2.8M |
| Ally Invest Advisors Inc. | 0.22% | Reduce -1.6% | 34,726 | $2.8M |
| Investors Research Corp | 0.54% | Add +18.5% | 34,259 | $2.7M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +13.0% | 33,713 | $2.7M |
| Mountain Capital Investment Advisors Inc. | 0.51% | Reduce -6.0% | 33,302 | $2.7M |
| Cornerstone Advisory, LLC | 0.29% | Add +5.3% | 33,240 | $2.7M |
| Advisory Services Network, LLC | 0.04% | Add +43.2% | 33,168 | $2.7M |
| Breakwater Investment Management | 1.02% | Add +4.0% | 32,855 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -15.6% | 32,342 | $2.6M |
| Decker Retirement Planning Inc. | 1.48% | Add +9979.2% | 31,951 | $2.6M |
| Vanguard Group Inc. | 0.00% | Add +394.4% | 31,920 | $2.6M |
| Interchange Capital Partners, LLC | 0.59% | Add +1.6% | 31,749 | $2.5M |
| SJS Investment Consulting Inc. | 0.40% | No change | 31,649 | $2.5M |
| NWF Advisory Services Inc. | 0.30% | Add +1.2% | 31,441 | $2.5M |
| Stokes Family Office, LLC | 0.26% | Add +22.2% | 31,361 | $2.5M |
| Crews Bank & Trust | 0.39% | Add +13.8% | 31,021 | $2.5M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.95% | Add +275.7% | 30,522 | $2.4M |
| Essex Financial Services, Inc. | 0.16% | Add +1.6% | 30,493 | $2.4M |
| Evanson Asset Management, LLC | 0.15% | No change | 30,492 | $2.4M |
| SCS Capital Management LLC | 0.03% | No change | 30,359 | $2.4M |
| Element Wealth, LLC | 1.11% | Add +4.7% | 30,139 | $2.4M |
| Wise Wealth Partners | 4.01% | Add +18.8% | 29,947 | $2.4M |
| Talisman Wealth Advisors LLC | 2.08% | Add +2.0% | 28,472 | $2.3M |
| FMR LLC | 0.00% | Add +43.3% | 28,369 | $2.3M |
| Duncan Williams Asset Management, LLC | 0.72% | Reduce -6.2% | 28,281 | $2.3M |
| Motco | 0.22% | Reduce -6.1% | 28,287 | $2.3M |
| Daiichi Life Insurance Co., Ltd. | 0.06% | Reduce -21.4% | 27,939 | $2.2M |
| Martin Worley Group | 1.09% | Reduce -0.4% | 27,901 | $2.2M |
| Proficio Capital Partners LLC | 0.14% | Add +35320.1% | 1,771,003 | $2.2M |
| Sapient Capital LLC | 0.04% | Reduce -0.5% | 27,250 | $2.2M |
| Advus Financial Partners, LLC | 0.56% | Reduce -3.9% | 27,142 | $2.2M |
| AdvisorNet Financial, Inc | 0.14% | Reduce -12.2% | 26,540 | $2.1M |
| Comerica Bank | 0.01% | Add +1.9% | 26,488 | $2.1M |
| Glenmede Investment Management, LP | 0.01% | — | 26,345 | $2.1M |
| US Bancorp \de | 0.00% | Add +10.3% | 25,978 | $2.1M |
| Anchor Investment Management, LLC | 0.18% | Add +3.4% | 25,897 | $2.1M |
| Aspire Capital Advisors LLC | 0.57% | New | 25,876 | $2.1M |
| Lido Advisors, LLC | 0.01% | Add +149.2% | 25,425 | $2.0M |
| Plan Group Financial, LLC | 0.66% | New | 25,227 | $2.0M |
| Maseco LLP | 0.08% | — | 24,832 | $2.0M |
| Transce3nd, LLC | 0.84% | Reduce -0.8% | 24,741 | $2.0M |
| Walter & Keenan Wealth Management LLC /in/ | 0.57% | Reduce -0.2% | 24,668 | $2.0M |
| Yousif Capital Management, LLC | 0.02% | No change | 24,478 | $2.0M |
| Park Avenue Securities LLC | 0.02% | Add +0.4% | 24,045 | $1.9M |
| Allianz Asset Management GmbH | 0.00% | Add +4.5% | 22,885 | $1.8M |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +865.6% | 22,594 | $1.8M |
| Integral Investment Advisors, Inc. | 0.51% | Add +9.8% | 22,435 | $1.8M |
| Donaldson Capital Management, LLC | 0.06% | Reduce -4.5% | 21,635 | $1.7M |
| Glass Jacobson Investment Advisors llc | 0.66% | Reduce -17.1% | 21,520 | $1.7M |
| Kuhn & Co Investment Counsel | 1.29% | Add +0.3% | 21,233 | $1.7M |
| OMC Financial Services LTD | 0.69% | Reduce -0.2% | 21,180 | $1.7M |
| Nwam LLC | 0.10% | New | 21,146 | $1.7M |
| 10Elms LLP | 1.87% | Add +5.0% | 21,028 | $1.7M |
| Kohmann Bosshard Financial Services, LLC | 0.19% | No change | 20,792 | $1.7M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -1.2% | 20,689 | $1.7M |
| Quantinno Capital Management LP | 0.01% | Reduce -1.6% | 20,618 | $1.7M |
| Rosenberg Matthew Hamilton | 0.38% | Add +1.9% | 20,552 | $1.6M |
| Silverlake Wealth Management LLC | 0.48% | Add +8.4% | 20,222 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +39.5% | 19,773 | $1.6M |
| Mosaic Financial Group, LLC | 1.21% | Add +18.8% | 19,693 | $1.6M |
| Childress Capital Advisors, LLC | 0.39% | No change | 19,400 | $1.6M |
| Brighton Securities Corp. | 0.85% | Reduce -44.6% | 19,326 | $1.5M |
| Forest Hill Capital, LLC | 1.09% | No change | 19,200 | $1.5M |
| Rockingstone Advisors LLC | 0.81% | Add +1.9% | 19,115 | $1.5M |
| Alps Advisors Inc. | 0.01% | New | 18,860 | $1.5M |
| Allworth Financial LP | 0.01% | Reduce -14.1% | 18,798 | $1.5M |
| Tempus Wealth Planning, LLC | 0.37% | Add +7.5% | 18,687 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.2% | 18,424 | $1.5M |
| HBW Advisory Services LLC | 0.18% | Add +18.6% | 18,429 | $1.5M |
| Milestone Asset Management Group, LLC | 1.08% | Reduce -1.1% | 18,188 | $1.5M |
| BigSur Wealth Management LLC | 0.36% | No change | 18,000 | $1.4M |
| MBA Advisors LLC | 0.66% | Add +24.9% | 17,931 | $1.4M |
| Blair William & Co. | 0.00% | Add +4.6% | 17,881 | $1.4M |
| Principle Wealth Partners LLC | 0.09% | Add +14.5% | 17,830 | $1.4M |
| Oxinas Partners, LLC | 0.73% | Reduce -0.1% | 17,784 | $1.4M |
| one8zero8, LLC | 0.33% | Add +63.6% | 17,535 | $1.4M |
| IFP Advisors, Inc | 0.04% | Add +32.2% | 17,198 | $1.4M |
| Ascent Group, LLC | 0.05% | Add +0.9% | 17,096 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +3.0% | 17,074 | $1.4M |
| World Investment Advisors | 0.03% | Add +8.3% | 16,883 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -32.3% | 16,815 | $1.3M |
| Global Retirement Partners, LLC | 0.03% | — | 16,612 | $1.3M |
| Wexford Capital LP | 0.37% | No change | 16,456 | $1.3M |
| Lowe Wealth Advisors, LLC | 0.51% | Add +70.9% | 16,339 | $1.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +2.1% | 16,318 | $1.3M |
| Moseley Investment Management Inc. | 0.44% | Add +6.2% | 16,116 | $1.3M |
| CGN Advisors LLC | 0.11% | Add +11.5% | 15,921 | $1.3M |
| Turning Point Benefit Group, Inc. | 0.96% | Add +55.6% | 15,759 | $1.3M |
| Cadence Bank | 0.08% | Reduce -0.2% | 15,252 | $1.2M |
| TD Private Client Wealth LLC | 0.03% | Reduce -1.1% | 15,207 | $1.2M |
| KFG Wealth Management, LLC | 0.19% | Add +27.5% | 15,029 | $1.2M |
| Maryland Capital Advisors Inc. | 0.47% | No change | 14,820 | $1.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +18.7% | 14,665 | $1.2M |
| Sara-Bay Financial | 0.42% | Add +22.9% | 14,662 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.9% | 14,598 | $1.2M |
| Collective Family Office LLC | 0.30% | Reduce -0.7% | 14,515 | $1.2M |
| Harbor Asset Planning, Inc. | 1.11% | — | 14,496 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +35.3% | 14,342 | $1.1M |
| McNamara Financial Services, Inc. | 0.22% | Add +26.1% | 14,140 | $1.1M |
| Evergreen Capital Management LLC | 0.03% | Add +0.1% | 14,047 | $1.1M |
| Harvest Investment Services, LLC | 0.25% | Add +6.4% | 13,696 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Add +23.3% | 13,643 | $1.1M |
| New Republic Capital, LLC | 0.38% | Reduce -3.2% | 13,562 | $1.1M |
| Arkadios Wealth Advisors | 0.03% | Add +10.5% | 13,368 | $1.1M |
| Squarepoint Ops LLC | 0.00% | New | 13,366 | $1.1M |
| Creekside Partners | 0.50% | Add +9.2% | 13,139 | $1.1M |
| Barnes Wealth Management Group, Inc | 0.62% | Reduce -2.9% | 13,041 | $1.0M |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.2% | 12,981 | $1.0M |
| First Citizens Asset Management, Inc. | 0.37% | Add +8.1% | 12,892 | $1.0M |
| Moors & Cabot, Inc. | 0.05% | Add +1.4% | 12,772 | $1.0M |
| Novem Group | 0.13% | Reduce -8.0% | 12,712 | $1.0M |
| MN Wealth Advisors, LLC | 0.59% | Reduce -8.7% | 12,707 | $1.0M |
| GSG Advisors LLC | 0.29% | Add +0.4% | 12,664 | $1.0M |
| Webster Bank, N. A. | 0.10% | No change | 12,627 | $1.0M |
| Pinnacle Associates Ltd. | 0.01% | Add +0.1% | 12,554 | $1.0M |
| Simon Quick Advisors, LLC | 0.05% | No change | 12,310 | $986K |
| Choreo, LLC | 0.01% | Add +26.2% | 12,108 | $970K |
| Thrive Capital Management, LLC | 0.30% | New | 12,019 | $963K |
| Harbour Investments, Inc. | 0.02% | Add +262.2% | 11,982 | $960K |
| Fagan Associates, Inc. | 0.15% | Add +1.4% | 11,873 | $951K |
| Saxony Capital Management, LLC | 0.73% | New | 11,869 | $951K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -16.4% | 11,867 | $951K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +0.0% | 11,756 | $942K |
| USA Financial Formulas | 0.16% | New | 11,738 | $940K |
| FLC Capital Advisors | 0.19% | No change | 11,657 | $934K |
| Ieq Capital, LLC | 0.01% | No change | 11,536 | $924K |
| Morris Financial Concepts, Inc. | 0.36% | Add +8.7% | 11,341 | $909K |
| Mutual Advisors, LLC | 0.02% | Add +0.1% | 10,991 | $903K |
| TPG Advisors LLC | 0.65% | Add +88.3% | 11,236 | $900K |
| Apella Capital, LLC | 0.02% | Add +121.3% | 11,265 | $900K |
| Camden National Bank | 0.13% | Reduce -1.1% | 11,215 | $898K |
| AQR Capital Management | 0.00% | Add +11.8% | 11,213 | $898K |
| Old Mission Investment Co LLC | 0.25% | Reduce -2.0% | 11,173 | $895K |
| FAS Wealth Partners, Inc. | 0.07% | Add +1.4% | 11,131 | $892K |
| Roof Eidam Maycock Peralta, LLC | 0.22% | No change | 11,025 | $883K |
| Kathleen S. Wright Associates Inc. | 0.34% | Add +60.0% | 10,954 | $878K |
| CVA Family Office, LLC | 0.12% | Reduce -2.5% | 10,648 | $853K |
| Aspen Wealth Strategies, LLC | 0.51% | Reduce -2.5% | 10,538 | $844K |
| Ifrah Financial Services, Inc. | 0.23% | Reduce -0.9% | 10,518 | $843K |
| Betterment LLC | 0.00% | Reduce -5.6% | 10,456 | $838K |
| Tudor Financial Inc. | 0.47% | New | 10,374 | $831K |
| Cardiff Park Advisors, LLC | 0.07% | Add +0.6% | 10,108 | $810K |
| Wealthspire Retirement, LLC | 0.05% | Add +0.4% | 10,042 | $804K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +12.5% | 9,996 | $801K |
| Seamount Financial Group Inc. | 0.41% | Add +0.3% | 9,961 | $798K |
| Busey Bank | 0.02% | Reduce -0.5% | 9,777 | $783K |
| DAVENPORT & Co LLC | 0.00% | Reduce -7.0% | 9,673 | $775K |
| Formidable Asset Management, LLC | 0.13% | No change | 10,427 | $768K |
| Meridian Financial Advisors, LLC | 0.49% | Add +24.2% | 9,547 | $765K |
| TD Waterhouse Canada Inc. | 0.01% | Add +4280.1% | 9,242 | $743K |
| Mascagni Wealth Management, Inc. | 0.63% | Reduce -3.6% | 9,214 | $738K |
| Daymark Wealth Partners, LLC | 0.03% | Add +54.3% | 9,142 | $732K |
| Infinity Wealth Counsel, LLC | 0.74% | Reduce -0.1% | 9,104 | $729K |
| Pension & Wealth Management Advisors, Inc. | 0.24% | Reduce -6.8% | 8,966 | $718K |
| XML Financial, LLC | 0.06% | Add +2.1% | 8,893 | $712K |
| Panoramic Investment Advisors, LLC | 0.44% | Reduce -0.6% | 8,850 | $709K |
| STAR Financial Bank | 0.45% | New | 8,813 | $706K |
| Brooks, Moore & Associates, Inc. | 0.37% | Add +7.8% | 8,530 | $682K |
| GPS Wealth Strategies Group, LLC | 0.08% | Add +19.1% | 8,510 | $682K |
| CIBC Private Wealth Group LLC | 0.00% | Add +7.1% | 8,426 | $675K |
| First Manhattan Co. Llc. | 0.00% | No change | 8,400 | $673K |
| Private Trust Co. NA | 0.06% | Reduce -0.0% | 8,389 | $672K |
| Belpointe Asset Management LLC | 0.03% | Add +4.5% | 8,356 | $669K |
| Summit Wealth Group, LLC | 0.17% | Add +0.1% | 8,188 | $656K |
| Factor Wealth Management LTD | 0.18% | Reduce -2.0% | 8,170 | $655K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +40.5% | 8,169 | $654K |
| Modern Wealth Management, LLC | 0.02% | Reduce -1.0% | 8,101 | $649K |
| Gotham Asset Management | 0.00% | No change | 8,025 | $643K |
| Fonville Wealth Management LLC | 0.16% | Add +0.5% | 7,981 | $639K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +0.1% | 7,829 | $627K |
| RDA Financial Network | 0.17% | Add +3.0% | 7,818 | $626K |
| TFB Advisors LLC | 0.16% | Add +4.7% | 7,808 | $625K |
| Acorn Financial Advisory Services Inc. | 0.10% | Reduce -0.1% | 7,706 | $617K |
| Sax Wealth Advisors, LLC | 0.04% | Add +4.5% | 7,555 | $605K |
| SigFig Wealth Management, LLC | 0.02% | Add +11.3% | 7,568 | $604K |
| Wealth Dimensions Group, Ltd. | 0.13% | Reduce -1.2% | 7,503 | $601K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 7,480 | $599K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -10.5% | 7,302 | $585K |
| HF Advisory Group, LLC | 0.23% | New | 7,289 | $584K |
| NewEdge Wealth, LLC | 0.01% | Reduce -10.6% | 7,032 | $579K |
| Charter Oak Capital Management, LLC | 0.05% | Add +34.5% | 7,213 | $578K |
| Bravias Capital Group, LLC | 0.42% | New | 7,206 | $577K |
| Berkeley Capital Partners, LLC | 0.15% | Add +1.2% | 7,152 | $573K |
| First National Bank of Mount Dora, Trust Investment Services | 0.13% | No change | 7,148 | $573K |
| Disciplined Investors, L.L.C. | 0.45% | Add +8.3% | 7,147 | $573K |
| Robertson Stephens Wealth Management, LLC | 0.02% | New | 7,138 | $572K |
| Proathlete Wealth Management LLC | 0.18% | No change | 7,048 | $565K |
| Keudell/Morrison Wealth Management | 0.12% | Reduce -7.5% | 7,013 | $562K |
| Ancora Advisors LLC | 0.01% | No change | 6,989 | $560K |
| Paragon Financial Partners, Inc. | 0.37% | Add +9.5% | 6,756 | $541K |
| Cahill Financial Advisors Inc. | 0.07% | Add +1.0% | 6,736 | $540K |
| Pasadena Private Wealth, LLC | 0.09% | Reduce -7.4% | 6,727 | $539K |
| Sovereign Financial Group, Inc. | 0.11% | No change | 6,721 | $538K |
| Cascade Financial Partners, LLC | 0.06% | Reduce -3.5% | 6,628 | $531K |
| Ipsen Advisor Group LLC | 0.40% | Add +1.2% | 6,550 | $525K |
| Strategic Wealth Investment Group, LLC | 0.76% | Add +5.2% | 6,517 | $522K |
| Charles Schwab Trust Co | 0.04% | Add +70.4% | 6,502 | $521K |
| Composition Wealth, LLC | 0.01% | Add +85.0% | 6,458 | $517K |
| DMKC Advisory Services, LLC | 0.27% | New | 6,397 | $513K |
| Apollon Wealth Management, LLC | 0.01% | Add +31.8% | 6,283 | $503K |
| Cottage Street Advisors LLC | 0.26% | Add +22.3% | 6,274 | $503K |
| Sageworth Trust Co | 0.03% | Reduce -99.1% | 6,254 | $501K |
| Collaborative Wealth Managment Inc. | 0.22% | Reduce -4.9% | 6,247 | $500K |
| International Assets Investment Management, LLC | 0.04% | Add +13.7% | 6,223 | $499K |
| CoreCap Advisors, LLC | 0.02% | Add +0.1% | 6,199 | $497K |
| Patriot Investment Management Group, Inc. | 0.03% | Add +1.1% | 6,162 | $494K |
| NorthCoast Asset Management LLC | 0.00% | New | 6,157 | $493K |
| Savvy Advisors, Inc. | 0.03% | Add +0.4% | 6,154 | $493K |
| Access Investment Management LLC | 0.14% | — | 6,075 | $487K |
| Richard W. Paul & Associates, LLC | 0.18% | Reduce -7.6% | 6,070 | $486K |
| Northcape Wealth Management, LLC | 0.15% | No change | 6,047 | $484K |
| Wilkins Miller Wealth Management, LLC | 0.33% | Add +13.7% | 6,038 | $484K |
| Investment Counsel Co. of Nevada | 0.99% | No change | 6,012 | $482K |
| Corient Private Wealth LP | 0.00% | Reduce -8.7% | 6,004 | $481K |
| True Link Financial Advisors, LLC | 0.03% | No change | 6,000 | $481K |
| Friday Financial | 0.24% | Add +1.0% | 5,981 | $479K |
| Pacific Financial Group Inc. | 0.37% | Reduce -6.1% | 5,898 | $473K |
| CreativeOne Wealth, LLC | 0.01% | Add +9.6% | 5,864 | $470K |
| Red Tortoise LLC | 0.23% | New | 5,849 | $469K |
| Sage Capital Advisors,llc | 0.12% | Reduce -8.0% | 5,836 | $468K |
| BG Investment Services, LLC | 0.58% | New | 5,808 | $465K |
| Compound Planning, Inc. | 0.02% | Add +3.5% | 5,780 | $463K |
| Meridian Wealth Management, LLC | 0.02% | Add +25.7% | 5,770 | $462K |
| Beacon Financial Advisory LLC | 0.12% | Add +39.3% | 5,671 | $454K |
| Parsons Capital Management Inc. | 0.03% | Reduce -6.6% | 5,629 | $451K |
| Dover Advisors, LLC | 0.20% | Reduce -2.3% | 5,601 | $449K |
| Tudor Investment Corporation | 0.00% | New | 5,559 | $445K |
| Clearstead Advisors, LLC | 0.01% | Add +0.8% | 5,533 | $443K |
| Quadrant Capital Group LLC | 0.02% | No change | 5,497 | $440K |
| Westbourne Investments, Inc. | 0.23% | Add +18.0% | 5,470 | $438K |
| StoneX Group Inc. | 0.02% | Reduce -3.8% | 5,410 | $433K |
| Integris Wealth Management, LLC | 0.11% | New | 5,401 | $433K |
| AE Wealth Management LLC | 0.00% | Add +6.9% | 5,352 | $429K |
| Level Wealth Management LLC | 0.25% | Add +1.1% | 5,299 | $424K |
| 3Chopt Investment Partners, LLC | 0.10% | Add +59.1% | 5,265 | $422K |
| ORG Partners LLC | 0.09% | Add +24.1% | 5,178 | $416K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -18.9% | 5,080 | $407K |
| Balboa Wealth Partners | 0.08% | New | 5,071 | $406K |
| My Legacy Advisors, LLC | 0.14% | Reduce -15.3% | 4,828 | $391K |
| Castle Wealth Management LLC | 0.14% | Add +11.5% | 4,864 | $390K |
| Newport Capital Group, LLC | 0.26% | No change | 4,807 | $385K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 4,777 | $383K |
| FSC Wealth Advisors, LLC | 0.24% | Reduce -3.9% | 4,771 | $382K |
| Westshore Wealth, LLC | 0.15% | No change | 4,756 | $381K |
| Main Street Financial Solutions, LLC | 0.03% | Add +17.1% | 4,742 | $380K |
| Mattern Wealth Management LLC | 0.08% | No change | 4,700 | $377K |
| Brown Advisory Inc. | 0.00% | New | 4,669 | $374K |
| Phraction Management LLC | 0.13% | Reduce -30.8% | 4,640 | $372K |
| Aldebaran Financial Inc. | 0.41% | No change | 4,614 | $370K |
| Gateway Wealth Partners, LLC | 0.07% | Reduce -14.6% | 4,597 | $368K |
| Schiavi & Co LLC | 0.12% | Add +1.4% | 4,581 | $367K |
| Opal Wealth Advisors, LLC | 0.10% | Reduce -0.7% | 4,561 | $365K |
| StrongBox Wealth, LLC | 0.14% | Add +0.7% | 4,544 | $364K |
| Mission Wealth Management, LP | 0.01% | Add +0.6% | 4,496 | $360K |
| Luminvest Wealth Management LLC | 0.13% | Add +5.5% | 4,473 | $358K |
| Net Worth Advisory Group | 0.08% | New | 4,382 | $351K |
| Legacy Private Trust Co. | 0.02% | No change | 4,330 | $347K |
| Cibc World Market Inc. | 0.00% | New | 4,251 | $341K |
| C M Bidwell & Associates Ltd. | 0.18% | No change | 4,238 | $340K |
| GLOBALT Investments LLC / GA | 0.01% | Reduce -10.7% | 4,181 | $335K |
| Pegasus Asset Management, Inc. | 0.11% | New | 4,159 | $333K |
| Patten Group, Inc. | 0.07% | Add +3.0% | 4,144 | $332K |
| Van Den Berg Management I, Inc. | 0.09% | Reduce -2.1% | 4,134 | $331K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +4.4% | 4,093 | $328K |
| Bell Investment Advisors, Inc | 0.06% | Add +1.3% | 4,081 | $327K |
| Independent Advisor Alliance | 0.01% | New | 4,059 | $325K |
| SWS Partners | 0.09% | Add +0.1% | 4,041 | $324K |
| FOCUS Wealth Advisors, LLC | 0.17% | No change | 4,009 | $321K |
| Fifth Third Bancorp | 0.00% | No change | 4,000 | $320K |
| Johnson Investment Counsel Inc. | 0.00% | New | 3,994 | $320K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -3.3% | 3,993 | $320K |
| M Wealth Management, LLC | 0.29% | Add +23.9% | 3,965 | $318K |
| Mraz, Amerine & Associates, Inc. | 0.05% | No change | 3,950 | $316K |
| Journey Strategic Wealth LLC | 0.01% | Add +20.4% | 3,897 | $312K |
| HHM Wealth Advisors, LLC | 0.04% | Add +0.5% | 3,833 | $307K |
| Hilltop Holdings Inc. | 0.02% | New | 3,816 | $306K |
| Highland Capital Management, LLC | 0.02% | No change | 3,775 | $302K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -7.3% | 3,761 | $301K |
| Financial Insights, Inc. | 0.11% | Reduce -0.9% | 3,708 | $297K |
| Geneos Wealth Management Inc. | 0.01% | Add +28.1% | 3,674 | $294K |
| North Star Investment Management Corp. | 0.02% | Add +0.5% | 3,643 | $292K |
| Avior Wealth Management, LLC | 0.01% | Reduce -1.5% | 3,642 | $292K |
| Freestone Capital Holdings, LLC | 0.01% | New | 3,594 | $288K |
| Quartz Partners, LLC | 0.13% | Reduce -3.2% | 3,548 | $284K |
| Cura Wealth Advisors, LLC | 0.13% | No change | 3,525 | $282K |
| Transcend Capital Advisors, LLC | 0.02% | Add +10.6% | 3,515 | $282K |
| Mason Investment Advisory Services, Inc. | 0.02% | No change | 3,514 | $282K |
| Legacy Trust | 0.07% | New | 3,500 | $280K |
| Atticus Wealth Management, LLC | 0.08% | Add +418.0% | 3,481 | $279K |
| Outbound Financial Inc | 0.25% | — | 3,480 | $279K |
| Lanark Financial, Inc. | 0.02% | Reduce -4.8% | 3,475 | $278K |
| Modera Wealth Management, LLC | 0.00% | Add +0.3% | 3,467 | $278K |
| HB Wealth Management, LLC | 0.00% | Add +6.8% | 3,421 | $274K |
| Roehl & Yi Investment Advisors, LLC | 0.14% | New | 3,387 | $271K |
| Wealth Management Associates, Inc. | 0.11% | Add +3.4% | 3,380 | $271K |
| Mainsail Asset Management, LLC | 0.17% | Add +1.2% | 3,377 | $271K |
| Capital Analysts, LLC | 0.01% | Add +0.1% | 3,364 | $270K |
| Madison Wealth Partners, Inc | 0.06% | Add +1.2% | 3,370 | $270K |
| National Bank of Canada | 0.00% | Add +59.2% | 3,370 | $270K |
| Gradient Capital Advisors, LLC | 0.08% | Add +4.3% | 3,345 | $268K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -6.5% | 3,324 | $266K |
| Creative Financial Designs Inc. | 0.02% | Reduce -4.3% | 3,301 | $264K |
| Fortis Capital Advisors, LLC | 0.05% | Add +12.0% | 3,299 | $264K |
| Baron Wealth Management LLC | 0.09% | New | 3,294 | $264K |
| Avestar Capital, LLC | 0.02% | Reduce -3.8% | 3,282 | $263K |
| XTX Topco Ltd | 0.01% | New | 3,221 | $258K |
| Staley Capital Advisers Inc. | 0.01% | No change | 3,200 | $256K |
| Tidemark, LLC | 0.08% | Reduce -20.6% | 3,154 | $253K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -29.4% | 3,149 | $252K |
| IRON Financial LLC | 0.13% | Add +1.3% | 3,124 | $250K |
| BIP Wealth, LLC | 0.01% | Reduce -0.8% | 3,043 | $244K |
| Nestegg Advisors, Inc. | 0.23% | Add +1.4% | 3,023 | $242K |
| Wayfinding Financial, LLC | 0.11% | Reduce -1.0% | 2,999 | $242K |
| Florida Trust Wealth Management Co | 0.01% | No change | 3,000 | $240K |
| Causey Wealth LLC | 0.12% | Add +0.9% | 2,967 | $238K |
| Cape Investment Advisory, Inc. | 0.09% | Reduce -3.7% | 2,945 | $236K |
| Brady Martz Wealth Solutions, LLC | 0.05% | No change | 2,914 | $233K |
| Leavell Investment Management, Inc. | 0.01% | Add +1.8% | 2,904 | $233K |
| Long Run Wealth Advisors, LLC | 0.05% | Reduce -0.3% | 2,899 | $232K |
| Yukon Wealth Management, Inc. | 0.08% | New | 2,886 | $231K |
| Abacus Planning Group, Inc. | 0.03% | No change | 2,882 | $231K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -23.5% | 2,876 | $230K |
| FRG Family Wealth Advisors LLC | 0.04% | New | 2,865 | $230K |
| Allegheny Financial Group | 0.05% | Add +1.4% | 2,826 | $226K |
| Visionary Wealth Advisors | 0.01% | New | 2,800 | $224K |
| Prosperitas Financial LLC | 0.10% | New | 2,781 | $223K |
| Brown Miller Wealth Management, LLC | 0.07% | New | 2,781 | $223K |
| GTS Securities LLC | 0.01% | Reduce -29.0% | 2,776 | $222K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 2,750 | $220K |
| Foundations Investment Advisors, LLC | 0.00% | New | 2,746 | $220K |
| Investment Partners Asset Management, Inc. | 0.15% | No change | 2,738 | $219K |
| Cresset Asset Management, LLC | 0.00% | Reduce -70.3% | 2,726 | $218K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -80.8% | 2,709 | $217K |
| Redwood Investment Management, LLC | 0.02% | New | 2,705 | $217K |
| Apollon Financial, LLC | 0.05% | New | 2,700 | $216K |
| Winthrop Advisory Group LLC | 0.02% | New | 2,687 | $215K |
| Brookstone Capital Management | 0.00% | New | 2,680 | $215K |
| Breakwater Capital Group | 0.03% | New | 2,660 | $213K |
| Susquehanna International Group, LLP | 0.00% | New | 2,654 | $213K |
| Signet Financial Management, LLC | 0.03% | Reduce -14.8% | 2,639 | $211K |
| Atlantic Private Wealth, LLC | 0.14% | No change | 2,632 | $211K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 2,621 | $210K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -37.6% | 2,602 | $208K |
| Raffa Wealth Management, LLC | 0.04% | Add +0.1% | 2,584 | $207K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.04% | New | 2,577 | $206K |
| Sebold Capital Management, Inc. | 0.13% | New | 2,566 | $206K |
| Root Financial Partners, LLC | 0.02% | New | 2,549 | $204K |
| Essex Bank | 0.05% | New | 2,545 | $204K |
| Libra Wealth LLC | 0.07% | New | 2,525 | $202K |
| Ami Investment Management Inc. | 0.05% | Reduce -8.0% | 2,521 | $202K |
| Oregon Pacific Wealth Management, LLC | 0.19% | New | 2,516 | $202K |
| apricus wealth, LLC | 0.12% | New | 2,500 | $200K |
| First National Bank Sioux Falls | 0.07% | New | 2,500 | $200K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -1.3% | 2,451 | $196K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -0.8% | 2,288 | $183K |
| Creative Capital Management Investments LLC | 0.06% | No change | 2,252 | $180K |
| First Horizon Advisors, Inc. | 0.00% | No change | 2,220 | $178K |
| Spire Wealth Management | 0.01% | Add +71.0% | 2,157 | $173K |
| Stephens Consulting, LLC | 0.04% | Reduce -0.3% | 2,079 | $167K |
| Concord Wealth Partners | 0.02% | Reduce -0.5% | 2,000 | $160K |
| GAMMA Investing LLC | 0.01% | No change | 1,966 | $157K |
| Team Financial Group, LLC | 0.08% | New | 1,954 | $157K |
| Richardson Financial Services Inc. | 0.10% | New | 1,932 | $155K |
| Garde Capital, Inc. | 0.01% | No change | 1,831 | $147K |
| Bogart Wealth, LLC | 0.01% | Reduce -9.9% | 1,821 | $146K |
| MPWM Advisory Solutions, LLC | 0.09% | New | 1,820 | $146K |
| Accredited Wealth Management, LLC | 0.11% | Add +0.1% | 1,706 | $137K |
| Bfsg, LLC | 0.01% | Add +4.5% | 1,663 | $133K |
| Arax Advisory Partners | 0.01% | Add +125.8% | 1,635 | $131K |
| Nalls Sherbakoff Group, LLC | 0.09% | No change | 1,575 | $126K |
| Keener Financial Planning LLC | 0.06% | New | 1,509 | $120K |
| Stone House Investment Management, LLC | 0.02% | New | 1,450 | $116K |
| LGT Financial Advisors LLC | 0.29% | Add +6.6% | 1,427 | $114K |
| Parallel Advisors, LLC | 0.00% | Add +27.1% | 1,350 | $108K |
| Topsail Wealth Management, LLC | 0.02% | Add +1.7% | 1,348 | $108K |
| Colonial Trust Co / SC | 0.02% | Reduce -4.1% | 1,319 | $106K |
| Russell Investments Group, Ltd. | 0.00% | New | 1,193 | $96K |
| Ameriflex Group, Inc. | 0.05% | New | 1,140 | $91K |
| Richards, Merrill & Peterson, Inc. | 0.04% | No change | 1,094 | $88K |
| BankPlus Trust Department | 0.02% | No change | 1,051 | $84K |
| CNB Bank | 0.04% | New | 985 | $79K |
| Signaturefd, LLC | 0.00% | Reduce -37.9% | 971 | $78K |
| Signature Resources Capital Management, LLC | 0.05% | No change | 951 | $76K |
| Creekmur Asset Management LLC | 0.01% | Add +749.5% | 926 | $74K |
| WPG Advisers, LLC | 0.06% | Reduce -34.5% | 905 | $73K |
| Adirondack Trust Co. | 0.03% | No change | 893 | $72K |
| UMB Bank, n.a. | 0.00% | No change | 806 | $65K |
| Kentucky Trust Co | 0.04% | No change | 795 | $64K |
| Consultiva Wealth Management, Corp. | 0.19% | No change | 787 | $63K |
| Hurley Capital, LLC | 0.04% | New | 742 | $59K |
| Towne Trust Company, N.A | 0.02% | No change | 738 | $59K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 700 | $56K |
| Retirement Wealth Solutions LLC | 0.04% | Add +70000.0% | 701 | $56K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 700 | $56K |
| Kimelman & Baird, LLC | 0.00% | No change | 694 | $56K |
| Archer Investment Corp | 0.01% | Reduce -14.9% | 676 | $54K |
| Atlantic Union Bankshares Corp | 0.00% | New | 675 | $54K |
| City State Bank | 0.02% | No change | 670 | $54K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.6% | 653 | $52K |
| Bay Harbor Wealth Management, LLC | 0.01% | No change | 623 | $50K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +20.6% | 602 | $48K |
| TFC Financial Management, Inc. | 0.01% | No change | 575 | $46K |
| Tsfg, LLC | 0.01% | Add +1.4% | 576 | $46K |
| Crewe Advisors LLC | 0.01% | Add +284.5% | 569 | $46K |
| Brown Brothers Harriman & Co. | 0.00% | New | 527 | $42K |
| Winthrop Capital Management, LLC | 0.01% | Reduce -3.8% | 503 | $40K |
| MJT & Associates Financial Advisory Group, Inc. | 0.05% | New | 486 | $39K |
| BlackRock, Inc. | 0.00% | Add +37.0% | 481 | $39K |
| Smithfield Trust Co | 0.00% | No change | 461 | $37K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +1.5% | 462 | $37K |
| Jackson Hole Capital Partners, LLC | 0.01% | Reduce -18.2% | 426 | $34K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -3.5% | 414 | $33K |
| Sound Income Strategies, LLC | 0.00% | Add +1.2% | 410 | $33K |
| Financial Freedom, LLC | 0.02% | Add +1.2% | 410 | $33K |
| Hara Capital LLC | 0.02% | Reduce -60.0% | 400 | $32K |
| Iron Horse Wealth Management, LLC | 0.01% | Add +60.0% | 400 | $32K |
| Eastern Bank | 0.00% | No change | 395 | $32K |
| American Capital Advisory, LLC | 0.01% | No change | 350 | $28K |
| N.E.W. Advisory Services LLC | 0.00% | New | 350 | $28K |
| Westside Investment Management, Inc. | 0.01% | No change | 341 | $27K |
| Asset Dedication, LLC | 0.00% | Reduce -4.7% | 327 | $26K |
| NFSG Corp | 0.00% | Add +1.4% | 300 | $24K |
| Running Point Capital Advisors, LLC | 0.01% | Add +1481.3% | 253 | $20K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -46.4% | 245 | $20K |
| St Germain D J Co. Inc. | 0.00% | New | 241 | $19K |
| Van Eck Associates Corp. | 0.00% | Add +18.3% | 233 | $19K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 232 | $19K |
| Barclays PLC | 0.00% | No change | 230 | $18K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 220 | $18K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 211 | $17K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 210 | $17K |
| Rossby Financial, LCC | 0.01% | Add +1469.2% | 204 | $16K |
| MCF Advisors LLC | 0.00% | Reduce -92.3% | 198 | $16K |
| MAI Capital Management | 0.00% | No change | 182 | $15K |
| EPG Wealth Management LLC | 0.00% | Add +1.2% | 163 | $13K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 160 | $13K |
| Robinswood Financial LLC | 0.00% | Add +1.3% | 155 | $12K |
| Rothschild Investment LLC | 0.00% | No change | 152 | $12K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 151 | $12K |
| Navigoe, LLC | 0.01% | New | 138 | $11K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +0.8% | 123 | $10K |
| Larson Financial Group LLC | 0.00% | No change | 121 | $10K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -12.0% | 110 | $9K |
| Caldwell Trust Co | 0.00% | No change | 109 | $9K |
| Franklin Resources Inc. | 0.00% | Reduce -54.9% | 106 | $8K |
| WestEnd Advisors, LLC | 0.00% | No change | 103 | $8K |
| Allianz SE | 0.00% | No change | 94 | $8K |
| Key Financial Inc | 0.00% | No change | 83 | $7K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 80 | $6K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 80 | $6K |
| Total Investment Management Inc. | 0.00% | New | 49 | $4K |
| Pineridge Advisors LLC | 0.00% | Add +2.1% | 48 | $4K |
| Park Square Financial Group, LLC | 0.00% | Reduce -4.7% | 41 | $3K |
| PrairieView Partners, LLC | 0.00% | No change | 43 | $3K |
| Blume Capital Management, Inc. | 0.00% | New | 30 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +4.0% | 26 | $2K |
| Kiker Wealth Management, LLC | 0.00% | No change | 24 | $2K |
| Gould Capital, LLC | 0.00% | No change | 16 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 15 | $1K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 13 | $1K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 11 | $881 |
| Clearstead Trust, LLC | 0.00% | New | 8 | $641 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2 | $160 |
| Main Street Group, LTD | 0.00% | No change | 1 | $80 |
| Logan Capital Management Inc. | 0.00% | New | 1 | $67 |
"% 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.