Vanguard Int High DVD YLDVYMIETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 684 institutions reported holding Vanguard Int High DVD YLD Inc. (VYMI) in their 13F filings, up 43 from Q2 2025. 72 opened new positions and 29 sold out. The largest holders were Morgan Stanley ($461.6M), Bank of America Corp. ($429.3M) and Orgel Wealth Management, LLC ($214.2M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $64.4M |
| Exits | 29 | $25.3M |
All 13F filers, Q2 2025 → Q3 2025: 5,485,529 shares bought and 3,411,190 shares sold, net +2,074,339 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 684 holders
| Morgan Stanley | 0.03% | Add +2.5% | 5,451,457 | $461.6M |
| Bank of America Corp. | 0.03% | Add +11.8% | 5,069,126 | $429.3M |
| Orgel Wealth Management, LLC | 4.89% | Add +0.1% | 2,529,655 | $214.2M |
| Captrust Financial Advisors | 0.42% | Add +7.3% | 2,444,241 | $207.0M |
| Wells Fargo & Company | 0.04% | Add +7.8% | 2,072,344 | $175.5M |
| LPL Financial LLC | 0.05% | Add +21.1% | 1,996,579 | $169.1M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -2.8% | 1,852,388 | $156.9M |
| Manufacturers Life Insurance Company, The | 0.12% | Reduce -1.4% | 1,744,030 | $147.7M |
| Jones Financial Companies LLLP | 0.08% | Add +20.0% | 1,454,093 | $122.4M |
| Ameriprise Financial Inc. | 0.03% | Reduce -13.0% | 1,418,114 | $120.1M |
| Royal Bank of Canada | 0.02% | Add +12.6% | 1,413,057 | $119.7M |
| UBS Group AG | 0.02% | Add +2.5% | 1,335,473 | $113.1M |
| Confluence Wealth Services, Inc. | 5.29% | Add +3.6% | 1,268,032 | $107.4M |
| Raymond James Financial Inc. | 0.03% | Add +13.8% | 966,338 | $81.8M |
| Mariner, LLC | 0.09% | Add +11.2% | 819,238 | $69.4M |
| HighTower Advisors, LLC | 0.07% | Add +8.5% | 744,075 | $63.0M |
| Creative Planning | 0.04% | Add +0.7% | 678,685 | $57.5M |
| Cwm, LLC | 0.16% | Reduce -4.0% | 641,659 | $54.3M |
| Cetera Investment Advisers | 0.06% | Add +76.7% | 566,581 | $48.0M |
| Equitable Holdings, Inc. | 0.31% | Add +2.8% | 492,196 | $41.7M |
| Summit Financial Wealth Advisors, LLC | 6.28% | Add +4.4% | 476,284 | $40.5M |
| PNC Financial Services Group, Inc. | 0.02% | Add +13.3% | 461,942 | $39.1M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -0.8% | 453,415 | $38.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.1% | 437,026 | $37.0M |
| Barry Investment Advisors, LLC | 8.03% | Add +2.1% | 412,170 | $34.9M |
| Jane Street Group, LLC | 0.04% | Add +28.4% | 400,000 | $33.9M |
| Capital Advantage, Inc. | 5.02% | Add +3.6% | 394,226 | $33.4M |
| LS Investment Advisors, LLC | 4.53% | Add +64.0% | 379,348 | $32.1M |
| Focus Partners Wealth | 0.05% | Add +1.0% | 375,477 | $31.8M |
| First Hawaiian Bank | 3.85% | Reduce -3.7% | 354,790 | $30.0M |
| Osaic Holdings, Inc. | 0.04% | Add +17.4% | 342,018 | $28.9M |
| Sei Investments Co. | 0.03% | Add +4.2% | 330,018 | $27.9M |
| Arlington Trust Co LLC | 4.67% | Add +0.8% | 306,742 | $26.0M |
| Hamilton Wealth, LLC | 5.37% | Add +2.5% | 304,010 | $25.7M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -1.3% | 291,011 | $24.6M |
| SWAN Capital LLC | 9.95% | Add +3.0% | 289,776 | $24.5M |
| Bank of Hawaii | 1.22% | Add +3.2% | 288,484 | $24.4M |
| Burns J W & Co. Inc. | 2.74% | Add +8.7% | 286,227 | $24.2M |
| NorthRock Partners, LLC | 0.42% | New | 276,262 | $23.4M |
| Assetmark, Inc. | 0.05% | Reduce -34.4% | 269,909 | $22.9M |
| Baird Financial Group, Inc. | 0.04% | Add +2.0% | 269,629 | $22.8M |
| Ackerman Capital Advisors, LLC | 4.62% | Add +18.4% | 260,415 | $22.1M |
| Main Line Retirement Advisors, LLC | 10.99% | Add +1.3% | 253,007 | $21.4M |
| Signature Estate & Investment Advisors LLC | 0.46% | Add +0.4% | 252,704 | $21.4M |
| Strategic Point Investment Advisors, LLC | 3.01% | Add +1.6% | 247,584 | $21.0M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +48.8% | 240,175 | $20.3M |
| Mackenzie Financial Corp. | 0.02% | Add +5.3% | 237,498 | $20.1M |
| Truist Financial Corp. | 0.03% | Add +3.8% | 235,408 | $19.9M |
| AAF Wealth Management, LLC | 8.73% | Add +9.8% | 227,531 | $19.3M |
| American Investment Services, Inc. | 4.49% | Reduce -8.8% | 220,658 | $18.7M |
| Kwmg, LLC | 1.56% | Add +4.1% | 210,671 | $17.8M |
| Capital Investment Advisors, LLC | 0.29% | Reduce -1.9% | 208,002 | $17.6M |
| Pathstone Holdings, LLC | 0.07% | Add +0.0% | 207,583 | $17.6M |
| Stifel Financial Corp. | 0.02% | Add +4.9% | 205,165 | $17.4M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -25.6% | 202,809 | $17.2M |
| MML Investors Services, LLC | 0.04% | Add +5.8% | 186,490 | $15.8M |
| Citigroup Inc. | 0.01% | Add +14.9% | 177,410 | $15.0M |
| Strategic Wealth Investment Group, LLC | 1.24% | Add +2570.8% | 174,057 | $14.7M |
| Tull Financial Group, Inc. | 6.42% | Add +1.1% | 171,683 | $14.5M |
| New England Private Wealth Advisors LLC | 1.88% | Add +1.6% | 168,576 | $14.3M |
| Procyon Advisors, LLC | 0.84% | Reduce -5.5% | 168,250 | $14.2M |
| Arkos Global Advisors | 1.81% | Add +5.8% | 167,657 | $14.2M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | Add +629.3% | 164,771 | $14.0M |
| Human Investing LLC | 2.06% | Reduce -4.9% | 164,670 | $13.9M |
| Meeder Advisory Services, Inc. | 0.64% | Add +2.5% | 161,610 | $13.7M |
| Prentice Wealth Management LLC | 3.29% | Add +2.4% | 157,820 | $13.4M |
| Capital Advisors Wealth Management, LLC | 1.88% | Add +19.8% | 155,670 | $13.2M |
| Unison Advisors LLC | 1.18% | Add +0.0% | 153,328 | $13.0M |
| RTD Financial Advisors, Inc. | 1.55% | Reduce -1.9% | 152,098 | $12.9M |
| Pinnacle Financial Group, LLC / IL | 3.88% | Add +4.1% | 151,615 | $12.8M |
| Regal Investment Advisors LLC | 0.82% | Add +23.7% | 148,585 | $12.6M |
| Tocqueville Asset Management L.P. | 0.18% | Add +2.8% | 148,373 | $12.6M |
| Regimen Wealth, LLC | 3.72% | Reduce -0.1% | 147,909 | $12.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.6% | 145,981 | $12.4M |
| Family Investment Center, Inc. | 2.55% | Reduce -3.0% | 145,120 | $12.3M |
| Integrated Advisors Network LLC | 0.50% | Add +0.2% | 139,915 | $11.8M |
| Cedar Mountain Advisors, LLC | 2.27% | Add +9.4% | 137,576 | $11.6M |
| Waverly Advisors, LLC | 0.11% | Add +63.8% | 133,001 | $11.3M |
| Equitable Trust Co. | 0.52% | Add +1.1% | 132,675 | $11.2M |
| Wedmont Private Capital | 0.42% | Add +1.9% | 132,373 | $11.2M |
| Stephens Inc. | 0.14% | Reduce -2.4% | 132,042 | $11.2M |
| Private Advisor Group, LLC | 0.05% | Add +10.6% | 129,012 | $10.9M |
| Clarity Wealth Advisors, LLC | 2.38% | Add +23.8% | 127,752 | $10.8M |
| Kraft, Davis & Associates, LLC | 2.58% | Add +4.5% | 124,339 | $10.6M |
| Financial Perspectives, Inc | 2.92% | Add +3.5% | 124,300 | $10.5M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -4.1% | 123,737 | $10.5M |
| Drucker Wealth 3.0, LLC | 1.86% | Add +5.5% | 123,727 | $10.5M |
| Kingsview Wealth Management, LLC | 0.16% | Add +17.6% | 121,985 | $10.3M |
| NewEdge Advisors, LLC | 0.05% | Add +0.4% | 121,797 | $10.3M |
| GTS Securities LLC | 0.39% | Add +4227.9% | 120,142 | $10.2M |
| Croban | 6.69% | Reduce -2.0% | 118,531 | $10.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +8.9% | 118,257 | $10.0M |
| Mgo One Seven LLC | 0.23% | Add +0.4% | 117,548 | $10.0M |
| Fiduciary Trust Co | 0.11% | Add +0.4% | 113,855 | $9.6M |
| Atria Investments, Inc | 0.11% | Reduce -11.6% | 112,692 | $9.5M |
| Employees' Retirement Fund of the City of Fort Worth | 4.44% | New | 112,200 | $9.5M |
| Guardian Financial Partners, LLC | 3.99% | Add +3.6% | 111,734 | $9.5M |
| Principal Securities, Inc. | 0.15% | Add +7.1% | 108,865 | $9.2M |
| Rebalance, LLC | 0.54% | Reduce -0.6% | 106,216 | $9.0M |
| Eagle Strategies LLC | 1.19% | Add +8.4% | 104,804 | $8.9M |
| Independent Financial Group, LLC | 0.21% | Add +14.7% | 104,011 | $8.8M |
| Buska Wealth Management, LLC | 2.60% | Reduce -12.8% | 102,445 | $8.7M |
| Marathon Capital Management | 1.98% | Reduce -0.6% | 101,579 | $8.6M |
| HUB Investment Partners, LLC | 0.32% | Reduce -3.5% | 101,165 | $8.6M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -23.2% | 99,596 | $8.4M |
| Courier Capital LLC | 0.48% | Add +1.0% | 98,860 | $8.4M |
| Sweeney & Michel, LLC | 2.81% | Reduce -0.4% | 100,753 | $8.4M |
| Quaker Wealth Management, LLC | 2.68% | Reduce -1.4% | 97,190 | $8.2M |
| Merit Financial Group, LLC | 0.08% | Reduce -0.3% | 97,098 | $8.2M |
| Oak Hill Wealth Advisors, LLC | 1.54% | Add +1.4% | 97,059 | $8.2M |
| West Bancorporation Inc. | 4.37% | Add +34.4% | 92,726 | $7.9M |
| ADG Wealth Management Group, LLC | 6.16% | Add +1.0% | 91,570 | $7.8M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +16.6% | 89,999 | $7.6M |
| Ariston Services Group | 4.58% | Add +3.5% | 89,798 | $7.6M |
| Brooks, Moore & Associates, Inc. | 3.77% | Add +42.4% | 12,147 | $7.4M |
| Cherry Tree Wealth Management, LLC | 1.63% | Add +0.0% | 87,549 | $7.4M |
| Natixis Advisors, LLC | 0.01% | Add +12.7% | 84,174 | $7.1M |
| Moran Wealth Management, LLC | 0.21% | Add +30.2% | 82,048 | $6.9M |
| Bank of Montreal | 0.00% | Add +0.0% | 80,623 | $6.8M |
| First Citizens Bank & Trust Co. | 0.15% | Add +8.7% | 80,464 | $6.8M |
| Lumbard & Kellner, LLC | 2.50% | Reduce -29.4% | 80,146 | $6.8M |
| Apeiron RIA LLC | 1.53% | Reduce -3.7% | 81,043 | $6.8M |
| Walkner Condon Financial Advisors LLC | 1.05% | Add +4.7% | 78,579 | $6.7M |
| Beta Wealth Group, Inc. | 2.62% | Add +61.5% | 78,434 | $6.6M |
| BCS Wealth Management | 1.49% | Add +12.3% | 78,272 | $6.6M |
| Linscomb Wealth, Inc. | 0.28% | Reduce -2.0% | 78,051 | $6.6M |
| McKinley Carter Wealth Services, Inc. | 0.34% | Reduce -0.8% | 76,957 | $6.5M |
| First PREMIER Bank | 1.48% | Add +6.0% | 76,892 | $6.5M |
| Wealthfront Advisers LLC | 0.02% | Add +42.4% | 76,576 | $6.5M |
| Joel Isaacson & Co., LLC | 0.23% | Add +48.9% | 74,369 | $6.3M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.28% | Add +0.6% | 71,345 | $6.0M |
| Wealthcare Advisory Partners LLC | 0.12% | Reduce -4.3% | 70,675 | $6.0M |
| Axis Wealth Partners, LLC | 3.50% | Add +5.4% | 70,616 | $6.0M |
| WNY Asset Management, LLC | 0.56% | Add +0.2% | 68,179 | $5.8M |
| Gotham Asset Management | 0.02% | Add +733.6% | 66,893 | $5.7M |
| Mayfair Advisory Group, LLC | 2.42% | Add +1.2% | 66,696 | $5.6M |
| Fiduciary Advisors, Inc. | 4.55% | Add +7.4% | 66,560 | $5.6M |
| S. R. Schill & Associates | 3.87% | Reduce -1.6% | 65,027 | $5.5M |
| FRG Family Wealth Advisors LLC | 0.88% | Add +2145.4% | 64,330 | $5.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +14.8% | 64,158 | $5.4M |
| Manning & Napier Advisors LLC | 0.07% | Reduce -3.5% | 63,727 | $5.4M |
| Precedent Wealth Partners, LLC | 1.19% | Add +13.5% | 63,581 | $5.4M |
| Oppenheimer & Co. Inc. | 0.07% | Add +20.4% | 63,019 | $5.3M |
| Venture Visionary Partners LLC | 0.18% | No change | 62,874 | $5.3M |
| Vanguard Group Inc. | 0.00% | Add +92.3% | 61,387 | $5.2M |
| Heartwood Wealth Advisors LLC | 0.47% | Add +4.9% | 59,228 | $5.0M |
| JFS Wealth Advisors, LLC | 0.28% | Add +28.6% | 57,062 | $4.8M |
| Investment Advisory Group, LLC | 1.30% | Add +12.2% | 56,329 | $4.8M |
| Smartleaf Asset Management LLC | 0.29% | Add +53.9% | 55,652 | $4.7M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +9.5% | 55,265 | $4.7M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.64% | New | 55,020 | $4.7M |
| Arq Wealth Advisors, LLC | 1.38% | Add +43.4% | 54,943 | $4.7M |
| High Net Worth Advisory Group LLC | 1.09% | Add +13.6% | 53,458 | $4.5M |
| Fiduciary Group, LLC | 0.39% | Add +6.4% | 52,627 | $4.5M |
| Mechanics Bank Trust Department | 0.62% | Add +41.4% | 52,545 | $4.4M |
| Toronto Dominion Bank | 0.01% | No change | 51,877 | $4.4M |
| &partners | 0.03% | Add +48.9% | 51,467 | $4.4M |
| Cambridge Financial Group, LLC | 1.38% | Add +3.8% | 50,676 | $4.3M |
| CRA Financial Services, LLC | 0.58% | Add +9.8% | 50,244 | $4.3M |
| Zhang Financial LLC | 0.17% | Add +0.3% | 50,068 | $4.2M |
| Mission Hills Financial Advisory, LLC | 2.25% | Add +14.2% | 49,980 | $4.2M |
| Country Club Bank | 0.24% | Add +1.7% | 49,013 | $4.1M |
| Old National Bancorp | 0.07% | No change | 48,343 | $4.1M |
| 5T Wealth, LLC | 1.78% | Add +2.8% | 48,155 | $4.1M |
| Turning Point Benefit Group, Inc. | 2.40% | Add +197.3% | 46,851 | $4.0M |
| Note Advisors, LLC | 2.32% | Add +10.1% | 46,126 | $3.9M |
| Cowa, LLC | 1.37% | Add +11.4% | 45,733 | $3.9M |
| Janney Capital Management LLC | 0.24% | Add +0.0% | 45,645 | $3.9M |
| 180 Wealth Advisors, LLC | 0.47% | Add +2.1% | 45,140 | $3.8M |
| Marino, Stram & Associates LLC | 0.68% | Add +1.1% | 44,952 | $3.8M |
| Perissos Private Wealth Management, LLC | 2.73% | Add +1.4% | 44,349 | $3.8M |
| Corient Private Wealth LP | 0.01% | Add +620.2% | 43,242 | $3.7M |
| Cary Street Partners Financial LLC | 0.09% | Reduce -0.6% | 42,697 | $3.6M |
| Certified Advisory Corp | 0.34% | Reduce -5.0% | 42,315 | $3.6M |
| Montecito Bank & Trust | 0.55% | — | 41,552 | $3.5M |
| Lido Advisors, LLC | 0.01% | Add +61.0% | 40,932 | $3.5M |
| Strategic Blueprint, LLC | 0.15% | Add +12.3% | 39,954 | $3.4M |
| Mountain Capital Investment Advisors Inc. | 0.59% | Add +19.0% | 39,643 | $3.4M |
| Valmark Advisers, Inc. | 0.04% | Add +5.5% | 39,086 | $3.3M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Reduce -84.3% | 38,227 | $3.2M |
| Daiichi Life Insurance Co., Ltd. | 0.08% | Add +36.4% | 38,107 | $3.2M |
| Investors Research Corp | 0.60% | Add +11.0% | 38,032 | $3.2M |
| Prospera Financial Services Inc | 0.05% | Add +0.7% | 37,853 | $3.2M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +12.0% | 37,763 | $3.2M |
| CoreFirst Bank & Trust | 1.69% | Add +0.7% | 36,957 | $3.1M |
| Essex Financial Services, Inc. | 0.19% | Add +21.0% | 36,908 | $3.1M |
| Cornerstone Advisory, LLC | 0.31% | Add +10.6% | 36,747 | $3.1M |
| Howe & Rusling Inc. | 0.21% | Add +0.6% | 35,743 | $3.0M |
| Arkadios Wealth Advisors | 0.07% | Add +166.2% | 35,582 | $3.0M |
| Roble, Belko & Company, Inc | 0.41% | Reduce -77.6% | 35,402 | $3.0M |
| Duncan Williams Asset Management, LLC | 0.84% | Add +25.1% | 35,371 | $3.0M |
| Cerity Partners LLC | 0.00% | Reduce -2.6% | 35,048 | $3.0M |
| Lebenthal Global Advisors, LLC | 0.52% | Reduce -0.4% | 34,991 | $3.0M |
| Ally Invest Advisors Inc. | 0.21% | Add +0.3% | 34,834 | $2.9M |
| Breakwater Investment Management | 1.08% | Add +5.6% | 34,704 | $2.9M |
| Farther Finance Advisors, LLC | 0.04% | Add +132.3% | 34,062 | $2.9M |
| Element Wealth, LLC | 1.22% | Add +9.2% | 32,902 | $2.8M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +583.1% | 32,633 | $2.8M |
| Advisory Services Network, LLC | 0.04% | Reduce -2.4% | 32,362 | $2.7M |
| Stokes Family Office, LLC | 0.26% | Add +1.3% | 31,768 | $2.7M |
| Evanson Asset Management, LLC | 0.15% | Add +4.0% | 31,700 | $2.7M |
| SJS Investment Consulting Inc. | 0.37% | No change | 31,649 | $2.7M |
| Sapient Capital LLC | 0.04% | Add +16.3% | 31,679 | $2.7M |
| Interchange Capital Partners, LLC | 0.52% | Reduce -0.9% | 31,467 | $2.7M |
| FMR LLC | 0.00% | Add +10.5% | 31,359 | $2.7M |
| Legacy Advisors, LLC | 0.33% | — | 31,351 | $2.7M |
| NWF Advisory Services Inc. | 0.29% | Reduce -0.9% | 31,147 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -4.5% | 30,894 | $2.6M |
| SCS Capital Management LLC | 0.03% | Reduce -0.2% | 30,309 | $2.6M |
| Crews Bank & Trust | 0.37% | Reduce -2.7% | 30,181 | $2.6M |
| Wise Wealth Partners | 3.89% | Add +0.4% | 30,075 | $2.5M |
| Gunma Bank,Ltd. | 0.80% | New | 30,000 | $2.5M |
| Decker Retirement Planning Inc. | 1.40% | Reduce -6.1% | 29,988 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +104.3% | 29,828 | $2.5M |
| Park Avenue Securities LLC | 0.02% | Add +23.2% | 29,621 | $2.5M |
| Talisman Wealth Advisors LLC | 2.08% | Add +3.9% | 29,595 | $2.5M |
| Motco | 0.22% | Add +2.8% | 29,078 | $2.5M |
| TD Waterhouse Canada Inc. | 0.02% | Add +194.7% | 27,238 | $2.3M |
| Comerica Bank | 0.01% | Add +2.7% | 27,205 | $2.3M |
| Aspire Capital Advisors LLC | 0.57% | Add +5.0% | 27,172 | $2.3M |
| Plan Group Financial, LLC | 0.62% | Add +7.7% | 27,161 | $2.3M |
| Advus Financial Partners, LLC | 0.55% | No change | 27,142 | $2.3M |
| US Bancorp \de | 0.00% | Reduce -0.2% | 25,915 | $2.2M |
| Anchor Investment Management, LLC | 0.18% | Reduce -0.7% | 25,729 | $2.2M |
| Walter & Keenan Wealth Management LLC /in/ | 0.59% | Add +1.8% | 25,106 | $2.1M |
| Caprock Group, LLC | 0.05% | — | 24,963 | $2.1M |
| Lowe Wealth Advisors, LLC | 0.76% | Add +50.6% | 24,609 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +32.7% | 24,452 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +21.2% | 23,960 | $2.0M |
| Childress Capital Advisors, LLC | 0.36% | Add +20.6% | 23,400 | $2.0M |
| Allianz Asset Management GmbH | 0.00% | Add +1.2% | 23,151 | $2.0M |
| 10Elms LLP | 2.00% | Add +8.7% | 22,858 | $1.9M |
| Scotia Capital Inc. | 0.01% | New | 22,624 | $1.9M |
| AdvisorNet Financial, Inc | 0.11% | Reduce -15.3% | 22,465 | $1.9M |
| Integral Investment Advisors, Inc. | 0.51% | No change | 22,435 | $1.9M |
| OMC Financial Services LTD | 0.70% | Add +5.5% | 22,355 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -74.7% | 21,923 | $1.9M |
| one8zero8, LLC | 0.40% | Add +23.5% | 21,655 | $1.8M |
| TBH Global Asset Management, LLC | 0.36% | New | 21,550 | $1.8M |
| Rosenberg Matthew Hamilton | 0.39% | Add +3.5% | 21,273 | $1.8M |
| Donaldson Capital Management, LLC | 0.06% | Reduce -2.1% | 21,180 | $1.8M |
| Kuhn & Co Investment Counsel | 1.39% | Reduce -2.4% | 20,727 | $1.8M |
| KFG Wealth Management, LLC | 0.25% | Add +37.9% | 20,720 | $1.8M |
| Silverlake Wealth Management LLC | 0.43% | Add +1.7% | 20,562 | $1.7M |
| Access Investment Management LLC | 0.47% | Add +238.2% | 20,545 | $1.7M |
| MBA Advisors LLC | 0.74% | Add +14.5% | 20,535 | $1.7M |
| Quantinno Capital Management LP | 0.00% | Reduce -0.5% | 20,519 | $1.7M |
| IFP Advisors, Inc | 0.05% | Add +19.1% | 20,491 | $1.7M |
| Glass Jacobson Investment Advisors llc | 0.62% | Reduce -6.4% | 20,139 | $1.7M |
| Ieq Capital, LLC | 0.01% | Add +73.8% | 20,054 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Reduce -18.3% | 19,997 | $1.7M |
| Nwam LLC | 0.09% | Reduce -6.1% | 19,861 | $1.7M |
| Mosaic Financial Group, LLC | 1.19% | Add +0.5% | 19,797 | $1.7M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -5.9% | 19,464 | $1.6M |
| Milestone Asset Management Group, LLC | 1.03% | Add +5.9% | 19,256 | $1.6M |
| Forest Hill Capital, LLC | 0.96% | No change | 19,200 | $1.6M |
| Rockingstone Advisors LLC | 0.80% | No change | 19,115 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +13.4% | 19,067 | $1.6M |
| Allworth Financial LP | 0.01% | Add +0.8% | 18,952 | $1.6M |
| HBW Advisory Services LLC | 0.18% | Add +2.8% | 18,935 | $1.6M |
| Alps Advisors Inc. | 0.01% | No change | 18,860 | $1.6M |
| TPG Advisors LLC | 1.04% | Add +66.2% | 18,669 | $1.6M |
| CGN Advisors LLC | 0.13% | Add +16.8% | 18,599 | $1.6M |
| Tempus Wealth Planning, LLC | 0.36% | Reduce -1.2% | 18,464 | $1.6M |
| TD Private Client Wealth LLC | 0.04% | Add +21.1% | 18,412 | $1.6M |
| Oxinas Partners, LLC | 0.83% | Add +3.0% | 18,326 | $1.6M |
| Blair William & Co. | 0.00% | Add +1.7% | 18,182 | $1.5M |
| BigSur Wealth Management LLC | 0.38% | Add +0.6% | 18,101 | $1.5M |
| Brighton Securities Corp. | 0.79% | Reduce -6.8% | 18,003 | $1.5M |
| Global Retirement Partners, LLC | 0.03% | Add +7.9% | 17,923 | $1.5M |
| Summit Financial, LLC | 0.02% | New | 17,906 | $1.5M |
| Principle Wealth Partners LLC | 0.09% | Reduce -1.0% | 17,645 | $1.5M |
| Saxony Capital Management, LLC | 0.98% | Add +47.7% | 17,530 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.7% | 17,196 | $1.5M |
| Sara-Bay Financial | 0.41% | Add +17.3% | 17,193 | $1.5M |
| World Investment Advisors | 0.03% | Add +1.5% | 17,131 | $1.5M |
| Moseley Investment Management Inc. | 0.44% | Add +5.4% | 16,988 | $1.4M |
| BG Investment Services, LLC | 1.40% | Add +187.6% | 16,704 | $1.4M |
| Ascent Group, LLC | 0.05% | Reduce -2.3% | 16,700 | $1.4M |
| Apella Capital, LLC | 0.03% | Add +47.1% | 16,566 | $1.4M |
| Flagship Harbor Advisors, LLC | 0.06% | Add +226.4% | 16,582 | $1.4M |
| Wexford Capital LP | 0.42% | No change | 16,456 | $1.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | No change | 16,318 | $1.4M |
| IHT Wealth Management, LLC | 0.03% | Add +18.8% | 16,204 | $1.4M |
| Bravias Capital Group, LLC | 0.89% | Add +118.8% | 15,765 | $1.3M |
| Glenmede Investment Management, LP | 0.01% | Reduce -41.8% | 15,345 | $1.3M |
| Cadence Bank | 0.08% | Reduce -0.7% | 15,147 | $1.3M |
| Maryland Capital Advisors Inc. | 0.45% | No change | 14,820 | $1.3M |
| Evergreen Capital Management LLC | 0.03% | Add +4.4% | 14,671 | $1.2M |
| Collective Family Office LLC | 0.30% | Add +0.1% | 14,535 | $1.2M |
| AQR Capital Management | 0.00% | Add +25.6% | 14,089 | $1.2M |
| Cornerstone Advisors Asset Management, LLC | 0.21% | New | 14,048 | $1.2M |
| Novem Group | 0.14% | Add +9.0% | 13,854 | $1.2M |
| Harvest Investment Services, LLC | 0.23% | Add +0.2% | 13,725 | $1.2M |
| McNamara Financial Services, Inc. | 0.22% | Reduce -3.2% | 13,682 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Add +13.8% | 13,633 | $1.2M |
| New Republic Capital, LLC | 0.35% | No change | 13,562 | $1.1M |
| Creekside Partners | 0.50% | Add +2.8% | 13,509 | $1.1M |
| First Citizens Asset Management, Inc. | 0.40% | Add +2.9% | 13,271 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +1.4% | 13,165 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +11.3% | 13,081 | $1.1M |
| Roehl & Yi Investment Advisors, LLC | 0.48% | Add +282.1% | 12,942 | $1.1M |
| MN Wealth Advisors, LLC | 0.58% | Add +0.4% | 12,756 | $1.1M |
| GSG Advisors LLC | 0.28% | Reduce -0.5% | 12,600 | $1.1M |
| Harbor Asset Planning, Inc. | 0.96% | Reduce -13.0% | 12,612 | $1.1M |
| Moors & Cabot, Inc. | 0.05% | Reduce -1.5% | 12,579 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -12.4% | 12,559 | $1.1M |
| Pinnacle Associates Ltd. | 0.01% | No change | 12,554 | $1.1M |
| Simon Quick Advisors, LLC | 0.05% | No change | 12,310 | $1.0M |
| Choreo, LLC | 0.01% | Add +1.2% | 12,248 | $1.0M |
| Private Trust Co. NA | 0.09% | Add +45.9% | 12,239 | $1.0M |
| Barnes Wealth Management Group, Inc | 0.57% | Reduce -6.9% | 12,137 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.9% | 12,095 | $1.0M |
| Independent Advisor Alliance | 0.03% | Add +197.6% | 12,079 | $1.0M |
| M Holdings Securities, Inc. | 0.22% | New | 12,021 | $1.0M |
| FLC Capital Advisors | 0.19% | Add +1.3% | 11,805 | $1000K |
| Fagan Associates, Inc. | 0.14% | Reduce -0.9% | 11,761 | $996K |
| Compound Planning, Inc. | 0.03% | Add +100.0% | 11,559 | $979K |
| Morris Financial Concepts, Inc. | 0.35% | Add +0.1% | 11,354 | $961K |
| Roof Eidam Maycock Peralta, LLC | 0.23% | Add +3.0% | 11,350 | $961K |
| American National Bank of Texas | 0.90% | — | 11,306 | $957K |
| Formidable Asset Management, LLC | 0.15% | Add +13.8% | 11,864 | $950K |
| FAS Wealth Partners, Inc. | 0.06% | Reduce -0.1% | 11,124 | $942K |
| Harpswell Capital Advisors, LLC | 0.89% | — | 11,000 | $931K |
| Thrive Capital Management, LLC | 0.24% | Reduce -8.6% | 10,983 | $930K |
| Mutual Advisors, LLC | 0.02% | Reduce -1.1% | 10,872 | $929K |
| Kathleen S. Wright Associates Inc. | 0.34% | Reduce -0.1% | 10,939 | $926K |
| First Citizens Investor Services, Inc. | 0.35% | — | 10,812 | $916K |
| DAVENPORT & Co LLC | 0.00% | Add +11.3% | 10,768 | $912K |
| Camden National Bank | 0.13% | Reduce -4.7% | 10,694 | $906K |
| CVA Family Office, LLC | 0.12% | No change | 10,648 | $902K |
| D.A. Davidson & Co. | 0.01% | New | 10,648 | $902K |
| Ifrah Financial Services, Inc. | 0.23% | Reduce -0.6% | 10,452 | $885K |
| Old Mission Investment Co LLC | 0.21% | Reduce -8.2% | 10,256 | $868K |
| Webster Bank, N. A. | 0.08% | Reduce -18.9% | 10,244 | $867K |
| Charter Oak Capital Management, LLC | 0.07% | Add +40.8% | 10,158 | $860K |
| Seamount Financial Group Inc. | 0.41% | Add +1.9% | 10,149 | $859K |
| Cardiff Park Advisors, LLC | 0.07% | Add +0.3% | 10,142 | $859K |
| Betterment LLC | 0.00% | Reduce -3.5% | 10,092 | $855K |
| Tudor Financial Inc. | 0.45% | Reduce -2.7% | 10,091 | $855K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +0.4% | 10,033 | $850K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -0.1% | 10,027 | $849K |
| GPS Wealth Strategies Group, LLC | 0.09% | Add +17.4% | 9,995 | $846K |
| CIBC Private Wealth Group LLC | 0.00% | Add +18.3% | 9,966 | $844K |
| Mascagni Wealth Management, Inc. | 0.65% | Add +7.0% | 9,857 | $835K |
| USA Financial Formulas | 0.15% | Reduce -16.2% | 9,838 | $833K |
| TFB Advisors LLC | 0.24% | Add +25.8% | 9,824 | $826K |
| Resolute Advisors LLC | 0.21% | New | 9,733 | $824K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +17.9% | 9,631 | $816K |
| Meridian Financial Advisors, LLC | 0.46% | Add +0.8% | 9,628 | $815K |
| Busey Bank | 0.02% | Reduce -2.4% | 9,544 | $808K |
| Belpointe Asset Management LLC | 0.03% | Add +14.2% | 9,540 | $808K |
| WESPAC Advisors, LLC | 0.46% | New | 9,221 | $781K |
| Infinity Wealth Counsel, LLC | 0.75% | No change | 9,104 | $771K |
| Simplicity Wealth,LLC | 0.04% | New | 9,075 | $768K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -1.3% | 9,023 | $764K |
| Panoramic Investment Advisors, LLC | 0.43% | Add +1.1% | 8,950 | $758K |
| XML Financial, LLC | 0.06% | Reduce -1.1% | 8,796 | $745K |
| Pension & Wealth Management Advisors, Inc. | 0.23% | Reduce -4.7% | 8,543 | $724K |
| STAR Financial Bank | 0.42% | Reduce -4.5% | 8,418 | $713K |
| SigFig Wealth Management, LLC | 0.02% | Add +11.6% | 8,444 | $712K |
| First Manhattan Co. Llc. | 0.00% | No change | 8,400 | $711K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | New | 8,359 | $708K |
| Summit Wealth Group, LLC | 0.17% | Add +0.1% | 8,193 | $694K |
| Factor Wealth Management LTD | 0.17% | Reduce -0.1% | 8,166 | $691K |
| NorthCoast Asset Management LLC | 0.00% | Add +31.4% | 8,090 | $685K |
| Modern Wealth Management, LLC | 0.01% | Reduce -0.3% | 8,077 | $684K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +13.2% | 8,077 | $684K |
| Acorn Financial Advisory Services Inc. | 0.10% | Add +4.5% | 8,055 | $682K |
| Fonville Wealth Management LLC | 0.15% | Add +0.4% | 8,016 | $679K |
| HF Advisory Group, LLC | 0.25% | Add +9.9% | 8,008 | $678K |
| AE Wealth Management LLC | 0.00% | Add +48.8% | 7,964 | $674K |
| Cottage Street Advisors LLC | 0.28% | Add +24.9% | 7,836 | $664K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | No change | 7,829 | $663K |
| Paragon Financial Partners, Inc. | 0.42% | Add +15.2% | 7,780 | $659K |
| Sageworth Trust Co | 0.03% | Add +22.4% | 7,657 | $648K |
| Sax Wealth Advisors, LLC | 0.03% | Add +0.6% | 7,600 | $644K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.2% | 7,496 | $635K |
| Wealth Dimensions Group, Ltd. | 0.13% | Reduce -0.1% | 7,493 | $635K |
| Sage Capital Advisors,llc | 0.15% | Add +26.9% | 7,408 | $627K |
| Brown Advisory Inc. | 0.00% | Add +58.5% | 7,400 | $627K |
| Legacy Private Trust Co. | 0.04% | Add +69.3% | 7,330 | $621K |
| Ancora Advisors LLC | 0.01% | Add +4.2% | 7,283 | $617K |
| Aspen Wealth Strategies, LLC | 0.34% | Reduce -32.1% | 7,157 | $606K |
| National Bank of Canada | 0.00% | Add +112.2% | 7,150 | $606K |
| First National Bank of Mount Dora, Trust Investment Services | 0.13% | No change | 7,148 | $605K |
| Disciplined Investors, L.L.C. | 0.43% | Reduce -0.3% | 7,122 | $603K |
| Proathlete Wealth Management LLC | 0.17% | No change | 7,048 | $597K |
| Wilkins Miller Wealth Management, LLC | 0.37% | Add +16.3% | 7,023 | $595K |
| Tred Avon Family Wealth, LLC | 0.20% | — | 6,949 | $588K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -5.6% | 6,894 | $584K |
| Cibc World Market Inc. | 0.00% | Add +62.0% | 6,887 | $583K |
| Berkeley Capital Partners, LLC | 0.14% | Reduce -4.7% | 6,815 | $577K |
| Sovereign Financial Group, Inc. | 0.11% | No change | 6,721 | $569K |
| Composition Wealth, LLC | 0.01% | Add +3.8% | 6,703 | $568K |
| Cresset Asset Management, LLC | 0.00% | Add +145.5% | 6,693 | $567K |
| Apollon Financial, LLC | 0.09% | Add +147.7% | 6,687 | $566K |
| Cascade Financial Partners, LLC | 0.06% | No change | 6,628 | $561K |
| Evoke Wealth, LLC | 0.01% | New | 6,495 | $550K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +5.2% | 6,485 | $549K |
| Pasadena Private Wealth, LLC | 0.08% | Reduce -3.7% | 6,476 | $548K |
| DMKC Advisory Services, LLC | 0.27% | No change | 6,397 | $542K |
| Financial Insights, Inc. | 0.18% | Add +71.5% | 6,358 | $538K |
| Brookstone Capital Management | 0.01% | Add +135.6% | 6,315 | $535K |
| Collaborative Wealth Managment Inc. | 0.21% | Add +0.5% | 6,278 | $532K |
| Ipsen Advisor Group LLC | 0.37% | Reduce -6.4% | 6,131 | $519K |
| Savvy Advisors, Inc. | 0.02% | Reduce -0.4% | 6,127 | $519K |
| CoreCap Advisors, LLC | 0.02% | Reduce -1.8% | 6,089 | $516K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 6,048 | $512K |
| Friday Financial | 0.21% | Add +0.6% | 6,017 | $510K |
| Northcape Wealth Management, LLC | 0.15% | Reduce -0.5% | 6,017 | $510K |
| StrongBox Wealth, LLC | 0.17% | Add +32.1% | 6,003 | $508K |
| True Link Financial Advisors, LLC | 0.03% | No change | 6,000 | $508K |
| Richard W. Paul & Associates, LLC | 0.17% | Reduce -2.4% | 5,926 | $502K |
| Westbourne Investments, Inc. | 0.24% | Add +7.6% | 5,885 | $502K |
| International Assets Investment Management, LLC | 0.04% | No change | 6,223 | $500K |
| Red Tortoise LLC | 0.22% | Add +0.8% | 5,898 | $499K |
| Beacon Financial Advisory LLC | 0.11% | Add +2.7% | 5,822 | $493K |
| Journey Strategic Wealth LLC | 0.01% | Add +49.0% | 5,805 | $492K |
| Visionary Wealth Advisors | 0.02% | Add +106.0% | 5,769 | $489K |
| Pacific Financial Group Inc. | 0.36% | Reduce -3.0% | 5,722 | $485K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -9.0% | 5,720 | $484K |
| Dover Advisors, LLC | 0.19% | Add +0.8% | 5,645 | $478K |
| Pegasus Asset Management, Inc. | 0.15% | Add +34.4% | 5,589 | $473K |
| Clearstead Advisors, LLC | 0.01% | Add +0.5% | 5,558 | $471K |
| VestGen Advisors, LLC | 0.02% | New | 5,550 | $470K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -3.8% | 5,549 | $470K |
| Quadrant Capital Group LLC | 0.02% | No change | 5,497 | $465K |
| Ameritas Advisory Services, LLC | 0.03% | Add +90.6% | 5,482 | $464K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | Reduce -73.8% | 5,446 | $461K |
| Integris Wealth Management, LLC | 0.11% | Add +0.1% | 5,406 | $458K |
| Cahill Financial Advisors Inc. | 0.05% | Reduce -19.9% | 5,397 | $457K |
| Investment Counsel Co. of Nevada | 0.93% | Reduce -10.6% | 5,377 | $455K |
| FSC Wealth Advisors, LLC | 0.26% | Add +12.6% | 5,374 | $455K |
| Level Wealth Management LLC | 0.24% | Add +0.6% | 5,333 | $452K |
| StoneX Group Inc. | 0.02% | Reduce -2.0% | 5,302 | $449K |
| MAI Capital Management | 0.00% | Add +2802.2% | 5,282 | $447K |
| McCarter Private Wealth Services LLC | 0.23% | New | 5,278 | $447K |
| Bell Bank | 0.02% | New | 5,118 | $433K |
| ORG Partners LLC | 0.08% | Reduce -1.7% | 5,088 | $431K |
| Balboa Wealth Partners | 0.07% | Add +0.3% | 5,086 | $431K |
| Raab & Moskowitz Asset Management LLC | 0.09% | New | 4,996 | $423K |
| Verdence Capital Advisors LLC | 0.02% | New | 4,793 | $413K |
| RDA Financial Network | 0.10% | Reduce -37.8% | 4,865 | $412K |
| Parsons Capital Management Inc. | 0.02% | Reduce -13.6% | 4,864 | $412K |
| Fiduciary Financial Group, LLC | 0.06% | New | 4,845 | $410K |
| Newport Capital Group, LLC | 0.26% | No change | 4,807 | $407K |
| Main Street Financial Solutions, LLC | 0.03% | Add +0.4% | 4,762 | $403K |
| Westshore Wealth, LLC | 0.14% | No change | 4,756 | $403K |
| Root Financial Partners, LLC | 0.02% | Add +86.2% | 4,745 | $402K |
| Endeavor Private Wealth, Inc. | 0.12% | New | 4,700 | $398K |
| Mattern Wealth Management LLC | 0.08% | No change | 4,700 | $398K |
| Phraction Management LLC | 0.12% | No change | 4,640 | $393K |
| Schiavi & Co LLC | 0.13% | Add +0.8% | 4,619 | $391K |
| Aldebaran Financial Inc. | 0.39% | Reduce -0.3% | 4,600 | $390K |
| Gateway Wealth Partners, LLC | 0.05% | Reduce -0.2% | 4,589 | $389K |
| Opal Wealth Advisors, LLC | 0.11% | No change | 4,561 | $386K |
| Mission Wealth Management, LP | 0.01% | No change | 4,496 | $381K |
| Luminvest Wealth Management LLC | 0.12% | No change | 4,473 | $379K |
| Tiaa Trust, National Association | 0.00% | New | 4,451 | $377K |
| NewEdge Wealth, LLC | 0.01% | Reduce -37.6% | 4,385 | $375K |
| Transcend Capital Advisors, LLC | 0.03% | Add +23.9% | 4,357 | $369K |
| Monarch Capital Management Inc. | 0.09% | New | 4,344 | $368K |
| Cozad Asset Management Inc. | 0.03% | New | 4,316 | $365K |
| Northern Trust Corp. | 0.00% | New | 4,279 | $362K |
| Patten Group, Inc. | 0.07% | Add +1.8% | 4,220 | $357K |
| Johnson Investment Counsel Inc. | 0.00% | Add +5.6% | 4,217 | $357K |
| C M Bidwell & Associates Ltd. | 0.17% | Reduce -1.3% | 4,185 | $354K |
| 3Chopt Investment Partners, LLC | 0.08% | Reduce -20.7% | 4,176 | $354K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +52.9% | 4,143 | $352K |
| Van Den Berg Management I, Inc. | 0.09% | No change | 4,134 | $350K |
| Bell Investment Advisors, Inc | 0.06% | Add +1.2% | 4,131 | $350K |
| Moloney Securities Asset Management, LLC | 0.04% | No change | 4,093 | $347K |
| Atticus Wealth Management, LLC | 0.09% | Add +17.3% | 4,084 | $346K |
| SWS Partners | 0.08% | Add +0.1% | 4,045 | $343K |
| OneAscent Financial Services LLC | 0.02% | New | 4,038 | $342K |
| FOCUS Wealth Advisors, LLC | 0.16% | No change | 4,009 | $339K |
| Nikulski Financial, Inc. | 0.09% | New | 4,006 | $339K |
| Fifth Third Bancorp | 0.00% | No change | 4,000 | $339K |
| GLOBALT Investments LLC / GA | 0.01% | Reduce -5.0% | 3,972 | $336K |
| Mraz, Amerine & Associates, Inc. | 0.05% | No change | 3,950 | $334K |
| Castle Wealth Management LLC | 0.11% | Reduce -19.4% | 3,921 | $332K |
| Fortis Capital Advisors, LLC | 0.05% | Add +17.3% | 3,870 | $328K |
| Signal Advisors Wealth, LLC | 0.03% | New | 3,868 | $328K |
| HHM Wealth Advisors, LLC | 0.04% | Add +0.3% | 3,843 | $325K |
| Commerce Bank | 0.00% | New | 3,838 | $325K |
| Charles Schwab Trust Co | 0.02% | Reduce -41.3% | 3,815 | $323K |
| Highland Capital Management, LLC | 0.02% | No change | 3,775 | $320K |
| Insight Advisors, LLC/ PA | 0.05% | No change | 3,761 | $318K |
| Glen Eagle Advisors, LLC | 0.04% | Add +43.1% | 3,751 | $318K |
| Prosperitas Financial LLC | 0.13% | Add +32.6% | 3,688 | $312K |
| Avior Wealth Management, LLC | 0.01% | Add +0.9% | 3,674 | $311K |
| North Star Investment Management Corp. | 0.02% | Add +0.3% | 3,655 | $310K |
| Millstone Evans Group, LLC | 0.20% | New | 3,635 | $308K |
| Triad Wealth Partners, LLC | 0.04% | New | 3,628 | $307K |
| Baron Wealth Management LLC | 0.10% | Add +9.9% | 3,621 | $307K |
| Quartz Partners, LLC | 0.11% | Add +1.4% | 3,597 | $305K |
| Cura Wealth Advisors, LLC | 0.11% | No change | 3,525 | $298K |
| Mason Investment Advisory Services, Inc. | 0.01% | No change | 3,514 | $298K |
| Legacy Trust | 0.06% | No change | 3,500 | $296K |
| Outbound Financial Inc | 0.24% | No change | 3,480 | $295K |
| Modera Wealth Management, LLC | 0.00% | Add +0.2% | 3,474 | $294K |
| IRON Financial LLC | 0.14% | Add +10.3% | 3,446 | $292K |
| Lanark Financial, Inc. | 0.02% | Reduce -1.0% | 3,441 | $291K |
| Wealth Management Associates, Inc. | 0.10% | Add +1.8% | 3,440 | $291K |
| TRUE Private Wealth Advisors | 0.03% | New | 3,417 | $289K |
| Mainsail Asset Management, LLC | 0.13% | Add +0.7% | 3,401 | $288K |
| Madison Wealth Partners, Inc | 0.06% | Add +0.8% | 3,396 | $288K |
| Causey Wealth LLC | 0.14% | Add +12.7% | 3,343 | $283K |
| Lewis Asset Management, LLC | 0.12% | New | 3,325 | $282K |
| HB Wealth Management, LLC | 0.00% | Reduce -3.7% | 3,294 | $279K |
| M Wealth Management, LLC | 0.24% | Reduce -17.0% | 3,290 | $279K |
| Avestar Capital, LLC | 0.02% | No change | 3,282 | $278K |
| Perigon Wealth Management, LLC | 0.01% | Add +2.7% | 3,233 | $274K |
| Discipline Wealth Solutions, LLC | 0.07% | New | 3,219 | $273K |
| Staley Capital Advisers Inc. | 0.01% | No change | 3,200 | $271K |
| Brighton Jones LLC | 0.01% | New | 3,197 | $271K |
| American Trust | 0.02% | New | 3,131 | $265K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -7.3% | 3,081 | $261K |
| Foundations Investment Advisors, LLC | 0.00% | Add +11.9% | 3,072 | $260K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -16.8% | 3,058 | $259K |
| Nestegg Advisors, Inc. | 0.23% | Add +0.8% | 3,048 | $258K |
| Leavell Investment Management, Inc. | 0.01% | Add +4.8% | 3,044 | $258K |
| Gradient Capital Advisors, LLC | 0.07% | Reduce -9.3% | 3,033 | $257K |
| Allegheny Financial Group | 0.05% | Add +7.0% | 3,024 | $256K |
| Florida Trust Wealth Management Co | 0.01% | No change | 3,000 | $254K |
| Empower Advisory Group, LLC | 0.00% | New | 2,991 | $253K |
| Capital Analysts, LLC | 0.01% | Reduce -12.5% | 2,943 | $249K |
| Brady Martz Wealth Solutions, LLC | 0.04% | No change | 2,914 | $247K |
| Lantern Wealth Advisors, LLC | 0.13% | New | 2,889 | $245K |
| Koshinski Asset Management, Inc. | 0.02% | New | 2,889 | $245K |
| Yukon Wealth Management, Inc. | 0.08% | No change | 2,886 | $244K |
| Abacus Planning Group, Inc. | 0.03% | No change | 2,882 | $244K |
| Long Run Wealth Advisors, LLC | 0.05% | Reduce -0.9% | 2,872 | $243K |
| Mach-1 Financial Group, LLC | 0.04% | New | 2,845 | $241K |
| Integrity Advisory Solutions, LLC | 0.04% | — | 2,845 | $241K |
| Destination Wealth Management | 0.01% | New | 2,829 | $240K |
| Spire Wealth Management | 0.01% | Add +30.8% | 2,822 | $239K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +14.5% | 2,807 | $238K |
| Level Four Advisory Services, LLC | 0.01% | New | 2,804 | $237K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.10% | New | 2,800 | $237K |
| Redwood Investment Management, LLC | 0.03% | Add +2.9% | 2,782 | $236K |
| Moneco Advisors, LLC | 0.02% | New | 2,783 | $236K |
| Brown Miller Wealth Management, LLC | 0.07% | No change | 2,781 | $235K |
| Hilltop Holdings Inc. | 0.01% | Reduce -27.3% | 2,773 | $235K |
| Advisory Alpha, LLC | 0.01% | New | 2,755 | $234K |
| Cornerstone Wealth Group, LLC | 0.02% | Add +0.3% | 2,759 | $234K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -92.8% | 2,755 | $233K |
| Vise Technologies, Inc. | 0.01% | New | 2,744 | $232K |
| Breakwater Capital Group | 0.03% | Add +2.2% | 2,719 | $230K |
| Winthrop Advisory Group LLC | 0.02% | No change | 2,687 | $228K |
| Two Sigma Securities, LLC | 0.03% | New | 2,676 | $227K |
| Signet Financial Management, LLC | 0.03% | No change | 2,639 | $223K |
| Atlantic Private Wealth, LLC | 0.14% | No change | 2,632 | $223K |
| Tidemark, LLC | 0.06% | Reduce -17.4% | 2,606 | $221K |
| Angeles Wealth Management, LLC | 0.01% | No change | 2,602 | $220K |
| apricus wealth, LLC | 0.12% | Add +4.0% | 2,600 | $220K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.04% | No change | 2,577 | $218K |
| Raffa Wealth Management, LLC | 0.04% | Reduce -1.3% | 2,550 | $216K |
| Essex Bank | 0.05% | No change | 2,545 | $216K |
| Libra Wealth LLC | 0.06% | No change | 2,525 | $214K |
| First National Bank Sioux Falls | 0.07% | No change | 2,500 | $212K |
| Concord Wealth Partners | 0.03% | Add +25.0% | 2,500 | $212K |
| HM Payson & Co. | 0.00% | New | 2,500 | $212K |
| White Lighthouse Investment Management Inc. | 0.03% | New | 2,493 | $211K |
| Oregon Pacific Wealth Management, LLC | 0.18% | Reduce -2.2% | 2,460 | $208K |
| Creative Financial Designs Inc. | 0.01% | Reduce -26.4% | 2,429 | $206K |
| JT Stratford LLC | 0.03% | New | 2,417 | $205K |
| Cascade Wealth Advisors, Inc | 0.10% | New | 2,320 | $202K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 2,288 | $194K |
| Ameriflex Group, Inc. | 0.07% | Add +100.0% | 2,280 | $193K |
| Creative Capital Management Investments LLC | 0.06% | No change | 2,252 | $191K |
| First Horizon Corp. | 0.01% | — | 2,220 | $188K |
| CNB Bank | 0.08% | Add +120.3% | 2,170 | $184K |
| AlphaCore Capital LLC | 0.01% | New | 2,060 | $174K |
| Team Financial Group, LLC | 0.08% | Add +0.8% | 1,969 | $167K |
| GAMMA Investing LLC | 0.01% | No change | 1,966 | $166K |
| Richardson Financial Services Inc. | 0.10% | No change | 1,932 | $164K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 1,823 | $154K |
| Stephens Consulting, LLC | 0.05% | Reduce -13.9% | 1,790 | $152K |
| Russell Investments Group, Ltd. | 0.00% | Add +50.0% | 1,790 | $152K |
| Accredited Wealth Management, LLC | 0.11% | Reduce -54.6% | 775 | $146K |
| Bfsg, LLC | 0.01% | Add +1.2% | 1,683 | $143K |
| Stone House Investment Management, LLC | 0.02% | Add +10.6% | 1,603 | $136K |
| Nalls Sherbakoff Group, LLC | 0.09% | No change | 1,575 | $133K |
| Keener Financial Planning LLC | 0.06% | No change | 1,509 | $127K |
| Parallel Advisors, LLC | 0.00% | Add +8.7% | 1,468 | $124K |
| Colonial Trust Co / SC | 0.01% | Reduce -0.3% | 1,315 | $111K |
| KERR FINANCIAL PLANNING Corp | 0.15% | — | 1,250 | $109K |
| Aptus Capital Advisors, LLC | 0.00% | Add +506.7% | 1,274 | $108K |
| Topsail Wealth Management, LLC | 0.02% | Reduce -6.9% | 1,255 | $106K |
| Signaturefd, LLC | 0.00% | Add +14.5% | 1,112 | $94K |
| Richards, Merrill & Peterson, Inc. | 0.04% | No change | 1,094 | $93K |
| BankPlus Trust Department | 0.02% | No change | 1,051 | $89K |
| Sunbelt Securities, Inc. | 0.01% | New | 1,023 | $87K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +37.9% | 965 | $82K |
| Signature Resources Capital Management, LLC | 0.04% | No change | 951 | $81K |
| WPG Advisers, LLC | 0.06% | Reduce -2.2% | 885 | $75K |
| Clean Yield Group | 0.02% | New | 865 | $73K |
| Creekmur Asset Management LLC | 0.01% | Reduce -11.8% | 817 | $69K |
| UMB Bank, n.a. | 0.00% | No change | 806 | $68K |
| Adirondack Trust Co. | 0.02% | Reduce -9.8% | 805 | $68K |
| Kentucky Trust Co | 0.04% | No change | 795 | $67K |
| Consultiva Wealth Management, Corp. | 0.19% | No change | 787 | $67K |
| Hurley Capital, LLC | 0.04% | Add +0.9% | 749 | $63K |
| Towne Trust Company, N.A | 0.02% | No change | 738 | $62K |
| Retirement Wealth Solutions LLC | 0.04% | No change | 701 | $59K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 700 | $59K |
| Ballast Advisors LLC | 0.02% | New | 682 | $58K |
| Archer Investment Corp | 0.01% | No change | 676 | $57K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 675 | $57K |
| City State Bank | 0.02% | No change | 670 | $57K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.5% | 656 | $56K |
| Bay Harbor Wealth Management, LLC | 0.01% | No change | 623 | $53K |
| Running Point Capital Advisors, LLC | 0.01% | Add +142.7% | 614 | $52K |
| Larson Financial Group LLC | 0.00% | Add +407.4% | 614 | $52K |
| Blume Capital Management, Inc. | 0.01% | Add +1920.0% | 606 | $51K |
| Tsfg, LLC | 0.01% | Add +0.9% | 581 | $49K |
| TFC Financial Management, Inc. | 0.01% | No change | 575 | $49K |
| Crewe Advisors LLC | 0.00% | No change | 569 | $48K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 527 | $45K |
| Winthrop Capital Management, LLC | 0.01% | Add +0.6% | 506 | $43K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +9.1% | 504 | $43K |
| Kimelman & Baird, LLC | 0.00% | Reduce -29.7% | 488 | $41K |
| Smithfield Trust Co | 0.00% | No change | 461 | $39K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 426 | $36K |
| Hara Capital LLC | 0.02% | No change | 400 | $34K |
| Eastern Bank | 0.00% | No change | 395 | $33K |
| St Germain D J Co. Inc. | 0.00% | Add +48.5% | 358 | $30K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.9% | 353 | $30K |
| American Capital Advisory, LLC | 0.01% | No change | 350 | $30K |
| Westside Investment Management, Inc. | 0.00% | No change | 341 | $29K |
| Asset Dedication, LLC | 0.00% | Reduce -2.5% | 319 | $27K |
| Indiana Trust & Investment Management Co | 0.01% | New | 317 | $27K |
| EPG Wealth Management LLC | 0.01% | Add +91.4% | 312 | $26K |
| NFSG Corp | 0.00% | Add +1.0% | 303 | $26K |
| BlackRock, Inc. | 0.00% | Reduce -42.4% | 277 | $23K |
| Wealthspire Advisors, LLC | 0.00% | New | 270 | $23K |
| Morton Brown Family Wealth, LLC | 0.01% | New | 268 | $23K |
| Transce3nd, LLC | 0.20% | Reduce -98.6% | 336 | $23K |
| LGT Financial Advisors LLC | 0.04% | Reduce -83.1% | 241 | $20K |
| CX Institutional | 0.00% | New | 230 | $20K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 232 | $20K |
| Barclays PLC | 0.00% | No change | 230 | $19K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -8.2% | 225 | $19K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 220 | $19K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 211 | $18K |
| Rossby Financial, LCC | 0.01% | No change | 204 | $17K |
| MCF Advisors LLC | 0.00% | No change | 198 | $17K |
| Financial Consulate, Inc. | 0.00% | New | 192 | $16K |
| Mather Group, Llc. | 0.00% | New | 178 | $15K |
| Van Eck Associates Corp. | 0.00% | Reduce -23.6% | 178 | $15K |
| Pathway Financial Advisers, LLC | 0.00% | New | 175 | $15K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 160 | $14K |
| Robinswood Financial LLC | 0.00% | Add +0.7% | 156 | $13K |
| Rothschild Investment LLC | 0.00% | No change | 152 | $13K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 151 | $13K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +0.8% | 124 | $11K |
| Bellevue Asset Management, LLC | 0.00% | New | 120 | $10K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 110 | $9K |
| Caldwell Trust Co | 0.00% | No change | 109 | $9K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 108 | $9K |
| Franklin Resources Inc. | 0.00% | No change | 106 | $9K |
| WestEnd Advisors, LLC | 0.00% | Add +1.0% | 104 | $9K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 100 | $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 | $7K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 80 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 81 | $6K |
| Financial Freedom, LLC | 0.00% | Reduce -83.7% | 67 | $6K |
| Pineridge Advisors LLC | 0.00% | Add +2.1% | 49 | $4K |
| POM Investment Strategies, LLC | 0.00% | New | 42 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -99.1% | 36 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 28 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 26 | $2K |
| Salem Investment Counselors Inc. | 0.00% | New | 25 | $2K |
| Cornerstone Planning Group LLC | 0.00% | New | 33 | $2K |
| Gould Capital, LLC | 0.00% | No change | 16 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 15 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +600.0% | 14 | $1K |
| Sound Income Strategies, LLC | 0.00% | Reduce -97.8% | 9 | $759 |
| Clearstead Trust, LLC | 0.00% | No change | 8 | $677 |
| Main Street Group, LTD | 0.00% | No change | 1 | $85 |
"% 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.