Vanguard Int High DVD YLDVYMIETF
13F holders, Q4 2025 (December 31)777holders +93
89new positions
27sold out
3famous investors
$88.90avg. 13F price*
At the end of Q4 2025, 777 institutions reported holding Vanguard Int High DVD YLD Inc. (VYMI) in their 13F filings, up 93 from Q3 2025. 89 opened new positions and 27 sold out. The largest holders were Morgan Stanley ($505.5M), Bank of America Corp. ($501.9M) and Captrust Financial Advisors ($230.7M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard Int High DVD YLD Inc.
- CUSIP
- 921946794
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $79.1M |
| Exits | 27 | $17.1M |
All 13F filers, Q3 2025 → Q4 2025: 7,279,474 shares bought and 2,287,916 shares sold, net +4,991,558 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 777 holders
| Morgan Stanley | 0.03% | Add +3.0% | 5,616,721 | $505.5M |
| Bank of America Corp. | 0.04% | Add +10.0% | 5,576,910 | $501.9M |
| Captrust Financial Advisors | 0.44% | Add +4.9% | 2,563,633 | $230.7M |
| Orgel Wealth Management, LLC | 4.97% | Reduce -1.1% | 2,502,221 | $225.2M |
| LPL Financial LLC | 0.05% | Add +11.6% | 2,227,661 | $200.5M |
| Wells Fargo & Company | 0.04% | Add +5.8% | 2,192,049 | $197.3M |
| Envestnet Asset Management Inc. | 0.05% | Add +7.5% | 1,991,608 | $179.2M |
| Ameriprise Financial Inc. | 0.04% | Add +25.5% | 1,779,980 | $160.2M |
| Jones Financial Companies LLLP | 0.10% | Add +19.2% | 1,733,531 | $156.0M |
| Royal Bank of Canada | 0.02% | Add +9.4% | 1,546,144 | $139.2M |
| Raymond James Financial Inc. | 0.04% | Add +42.4% | 1,376,242 | $123.9M |
| UBS Group AG | 0.02% | Add +2.5% | 1,369,343 | $123.2M |
| Confluence Wealth Services, Inc. | 4.98% | Add +5.4% | 1,336,183 | $120.3M |
| Jane Street Group, LLC | 0.12% | Add +175.0% | 1,100,000 | $99.0M |
| Mariner, LLC | 0.10% | Add +8.5% | 888,953 | $80.0M |
| HighTower Advisors, LLC | 0.08% | Add +5.4% | 784,321 | $70.6M |
| Mercer Global Advisors Inc. | 0.09% | Add +109.5% | 609,616 | $61.7M |
| Creative Planning | 0.04% | Add +0.7% | 683,526 | $61.5M |
| Cwm, LLC | 0.15% | Reduce -3.5% | 619,181 | $55.7M |
| Summit Financial Wealth Advisors, LLC | 7.70% | Add +25.6% | 597,971 | $53.8M |
| Cetera Investment Advisers | 0.06% | Add +5.2% | 595,934 | $53.6M |
| PNC Financial Services Group, Inc. | 0.03% | Add +15.8% | 535,056 | $48.2M |
| Commonwealth Equity Services, LLC | 0.06% | Add +13.4% | 513,991 | $46.3M |
| Equitable Holdings, Inc. | 0.31% | Add +2.9% | 506,609 | $45.6M |
| JPMorgan Chase & Co. | 0.00% | Add +3.4% | 451,955 | $40.7M |
| Capital Advantage, Inc. | 4.98% | Add +4.0% | 410,003 | $36.9M |
| Barry Investment Advisors, LLC | 8.18% | Reduce -1.0% | 408,201 | $36.7M |
| Assetmark, Inc. | 0.07% | Add +50.1% | 405,278 | $36.5M |
| LS Investment Advisors, LLC | 5.00% | Add +4.5% | 396,610 | $35.7M |
| Osaic Holdings, Inc. | 0.05% | Add +15.3% | 394,303 | $35.5M |
| Focus Partners Wealth | 0.04% | Add +2.2% | 383,576 | $34.5M |
| Sei Investments Co. | 0.03% | Add +6.0% | 349,717 | $31.5M |
| NorthRock Partners, LLC | 0.51% | Add +21.5% | 335,693 | $30.2M |
| Hamilton Wealth, LLC | 5.48% | Add +5.3% | 319,956 | $28.8M |
| First Hawaiian Bank | 3.81% | Reduce -10.3% | 318,258 | $28.6M |
| Burns J W & Co. Inc. | 3.05% | Add +7.0% | 306,217 | $27.6M |
| Arlington Trust Co LLC | 2.79% | Reduce -0.8% | 304,208 | $27.4M |
| SWAN Capital LLC | 10.06% | Reduce -0.8% | 287,539 | $25.9M |
| Bank of Hawaii | 1.26% | Reduce -1.9% | 282,995 | $25.5M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +15.1% | 276,432 | $24.9M |
| Baird Financial Group, Inc. | 0.04% | Add +0.6% | 271,346 | $24.4M |
| MML Investors Services, LLC | 0.06% | Add +42.3% | 265,442 | $23.9M |
| Ackerman Capital Advisors, LLC | 4.72% | Add +0.3% | 261,073 | $23.5M |
| Strategic Point Investment Advisors, LLC | 3.14% | Add +1.8% | 251,976 | $22.7M |
| Mackenzie Financial Corp. | 0.03% | Add +5.7% | 250,983 | $22.6M |
| Signature Estate & Investment Advisors LLC | 0.45% | Reduce -1.0% | 250,248 | $22.5M |
| Main Line Retirement Advisors, LLC | 11.21% | Reduce -2.8% | 246,045 | $22.1M |
| AAF Wealth Management, LLC | 9.13% | Add +5.8% | 240,698 | $21.7M |
| Truist Financial Corp. | 0.03% | Add +0.1% | 235,523 | $21.2M |
| Janney Montgomery Scott LLC | 0.05% | Add +14.8% | 232,860 | $21.0M |
| American Investment Services, Inc. | 4.69% | Add +1.8% | 224,655 | $20.2M |
| Corient Private Wealth LP | 0.03% | Add +404.8% | 218,285 | $19.7M |
| Stifel Financial Corp. | 0.02% | Add +5.1% | 215,672 | $19.4M |
| Kwmg, LLC | 1.64% | Add +0.3% | 211,341 | $19.0M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | Add +25.9% | 207,470 | $18.7M |
| Pathstone Holdings, LLC | 0.07% | Reduce -0.1% | 207,417 | $18.7M |
| Capital Investment Advisors, LLC | 0.27% | Reduce -4.8% | 197,938 | $17.8M |
| Citigroup Inc. | 0.01% | Add +8.5% | 192,495 | $17.3M |
| New England Private Wealth Advisors LLC | 2.14% | Add +13.4% | 191,181 | $17.2M |
| Tull Financial Group, Inc. | 6.72% | Add +1.5% | 174,241 | $15.7M |
| Segall Bryant & Hamill, LLC | 0.21% | New | 172,500 | $15.5M |
| Prentice Wealth Management LLC | 3.48% | Add +7.2% | 169,112 | $15.2M |
| Meeder Advisory Services, Inc. | 0.64% | Add +3.1% | 166,627 | $15.0M |
| Arkos Global Advisors | 1.92% | Reduce -0.7% | 166,484 | $15.0M |
| Human Investing LLC | 2.08% | Reduce -0.7% | 163,556 | $14.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +37.9% | 163,080 | $14.7M |
| BCS Wealth Management | 1.47% | Add +106.1% | 161,300 | $14.5M |
| Capital Advisors Wealth Management, LLC | 1.97% | Add +3.1% | 160,514 | $14.4M |
| Regal Investment Advisors LLC | 0.86% | Add +7.5% | 159,714 | $14.4M |
| Procyon Advisors, LLC | 0.71% | Reduce -5.3% | 159,311 | $14.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +9.0% | 159,180 | $14.3M |
| Pinnacle Financial Group, LLC / IL | 4.04% | Add +2.0% | 154,648 | $13.9M |
| Unison Advisors LLC | 1.20% | Reduce -0.1% | 153,197 | $13.8M |
| Integrated Advisors Network LLC | 0.60% | Add +6.8% | 149,486 | $13.5M |
| Tocqueville Asset Management L.P. | 0.20% | Add +0.7% | 149,386 | $13.4M |
| Regimen Wealth, LLC | 3.88% | Reduce -0.4% | 147,358 | $13.3M |
| RTD Financial Advisors, Inc. | 1.59% | Reduce -5.1% | 144,335 | $13.0M |
| Clarity Wealth Advisors, LLC | 2.63% | Add +12.3% | 143,420 | $12.9M |
| Family Investment Center, Inc. | 2.57% | Reduce -2.6% | 141,353 | $12.7M |
| Waverly Advisors, LLC | 0.10% | Add +6.3% | 141,316 | $12.7M |
| Wedmont Private Capital | 0.44% | Add +4.5% | 138,264 | $12.5M |
| Cedar Mountain Advisors, LLC | 2.41% | Add +0.9% | 138,847 | $12.5M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +35.8% | 135,236 | $12.2M |
| Cerity Partners LLC | 0.02% | Add +285.1% | 134,975 | $12.1M |
| Kraft, Davis & Associates, LLC | 2.70% | Add +5.5% | 131,210 | $12.0M |
| Financial Perspectives, Inc | 3.24% | Add +7.6% | 133,702 | $12.0M |
| Private Advisor Group, LLC | 0.06% | Add +3.1% | 133,053 | $12.0M |
| TBH Global Asset Management, LLC | 1.99% | Add +317.0% | 89,858 | $11.9M |
| Joel Isaacson & Co., LLC | 0.39% | Add +77.9% | 132,287 | $11.9M |
| Equitable Trust Co. | 0.53% | Reduce -0.5% | 131,964 | $11.9M |
| Strategic Wealth Investment Group, LLC | 1.44% | Reduce -25.2% | 130,270 | $11.7M |
| Stephens Inc. | 0.14% | Reduce -6.4% | 123,593 | $11.1M |
| Citadel Advisors | 0.01% | Add +461.2% | 123,024 | $11.1M |
| NewEdge Advisors, LLC | 0.04% | Add +0.6% | 122,516 | $11.0M |
| Courier Capital LLC | 0.62% | Add +23.4% | 121,951 | $11.0M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -1.7% | 121,598 | $10.9M |
| Croban | 5.17% | Add +0.6% | 119,209 | $10.7M |
| Drucker Wealth 3.0, LLC | 1.82% | Reduce -6.8% | 115,324 | $10.4M |
| Troutman Wealth Management, LLC | 8.47% | — | 113,863 | $10.2M |
| Mgo One Seven LLC | 0.21% | Reduce -4.0% | 112,848 | $10.2M |
| Eagle Strategies LLC | 1.29% | Add +7.2% | 112,341 | $10.1M |
| Principal Securities, Inc. | 0.16% | Add +2.9% | 111,992 | $10.1M |
| Fiduciary Trust Co | 0.11% | Reduce -3.3% | 110,124 | $9.9M |
| Independent Financial Group, LLC | 0.22% | Add +5.3% | 109,482 | $9.9M |
| Sweeney & Michel, LLC | 2.91% | Reduce -2.3% | 98,453 | $9.9M |
| Atria Investments, Inc | 0.11% | Reduce -3.2% | 109,053 | $9.8M |
| West Bancorporation Inc. | 5.02% | Add +14.9% | 106,549 | $9.6M |
| Wealthfront Advisers LLC | 0.02% | Add +36.3% | 104,352 | $9.4M |
| Marathon Capital Management | 2.02% | Add +2.4% | 104,027 | $9.4M |
| Tidal Investments LLC | 0.04% | New | 102,171 | $9.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -94.2% | 101,480 | $9.1M |
| Guardian Financial Partners, LLC | 3.81% | Reduce -10.3% | 100,278 | $9.0M |
| Employees' Retirement Fund of the City of Fort Worth | 4.03% | Reduce -10.9% | 100,000 | $9.0M |
| Quaker Wealth Management, LLC | 2.83% | Add +2.0% | 99,167 | $8.9M |
| Merit Financial Group, LLC | 0.07% | Reduce -0.5% | 96,608 | $8.7M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +6.8% | 96,111 | $8.6M |
| Rebalance, LLC | 0.50% | Reduce -9.7% | 95,950 | $8.6M |
| HUB Investment Partners, LLC | 0.23% | Reduce -7.1% | 94,012 | $8.5M |
| Natixis Advisors, LLC | 0.01% | Add +11.1% | 93,504 | $8.4M |
| Moran Wealth Management, LLC | 0.26% | Add +13.4% | 93,029 | $8.4M |
| ADG Wealth Management Group, LLC | 6.25% | Add +0.1% | 91,628 | $8.2M |
| Ariston Services Group | 4.76% | Add +0.4% | 90,173 | $8.1M |
| Buska Wealth Management, LLC | 2.98% | Reduce -12.7% | 89,472 | $8.1M |
| Cherry Tree Wealth Management, LLC | 1.68% | Add +1.1% | 88,492 | $8.0M |
| Lebenthal Global Advisors, LLC | 1.22% | Add +150.8% | 87,771 | $7.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +35.3% | 86,793 | $7.8M |
| Bank of Montreal | 0.00% | Add +7.6% | 86,715 | $7.8M |
| Beta Wealth Group, Inc. | 2.93% | Add +3.2% | 80,947 | $7.3M |
| Apeiron RIA LLC | 1.47% | Reduce -6.5% | 75,780 | $7.3M |
| First PREMIER Bank | 1.64% | Add +3.4% | 79,506 | $7.2M |
| Lumbard & Kellner, LLC | 2.49% | Reduce -1.3% | 79,084 | $7.1M |
| CRA Financial Services, LLC | 0.93% | Add +56.8% | 78,804 | $7.1M |
| Walkner Condon Financial Advisors LLC | 0.98% | Reduce -0.7% | 78,035 | $7.0M |
| First Citizens Bank & Trust Co. | 0.15% | Reduce -3.4% | 77,772 | $7.0M |
| Linscomb Wealth, Inc. | 0.29% | Reduce -0.8% | 77,429 | $7.0M |
| McKinley Carter Wealth Services, Inc. | 0.39% | Reduce -0.4% | 76,656 | $6.9M |
| Vanguard Group Inc. | 0.00% | Add +23.1% | 75,556 | $6.8M |
| Precedent Wealth Partners, LLC | 1.41% | Add +17.6% | 74,764 | $6.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.38% | Add +4.1% | 74,239 | $6.7M |
| Cary Street Partners Financial LLC | 0.16% | Add +71.0% | 73,016 | $6.6M |
| FRG Family Wealth Advisors LLC | 1.02% | Add +13.3% | 72,890 | $6.6M |
| &partners | 0.03% | Add +40.4% | 72,234 | $6.5M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +1.2% | 71,516 | $6.4M |
| Axis Wealth Partners, LLC | 3.48% | Reduce -1.0% | 69,940 | $6.3M |
| Fiduciary Advisors, Inc. | 4.75% | Add +4.3% | 69,403 | $6.2M |
| Mayfair Advisory Group, LLC | 2.38% | Add +0.9% | 67,268 | $6.1M |
| Gotham Asset Management | 0.02% | No change | 66,893 | $6.0M |
| MAI Capital Management | 0.03% | Add +1151.2% | 66,087 | $5.9M |
| Kingsview Wealth Management, LLC | 0.09% | Reduce -45.9% | 66,011 | $5.9M |
| Oppenheimer & Co. Inc. | 0.08% | Add +3.9% | 65,481 | $5.9M |
| S. R. Schill & Associates | 4.09% | Reduce -0.9% | 64,419 | $5.8M |
| Heartwood Wealth Advisors LLC | 0.53% | Add +7.4% | 63,635 | $5.7M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.90% | Add +15.0% | 63,263 | $5.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +2196.0% | 63,254 | $5.7M |
| Venture Visionary Partners LLC | 0.18% | Reduce -1.0% | 62,256 | $5.6M |
| Manning & Napier Advisors LLC | 0.07% | Reduce -8.7% | 58,162 | $5.3M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +5.2% | 58,115 | $5.2M |
| Turning Point Benefit Group, Inc. | 2.67% | Add +21.3% | 56,839 | $5.1M |
| Fiduciary Group, LLC | 0.43% | Add +8.0% | 56,823 | $5.1M |
| Investment Advisory Group, LLC | 1.30% | Reduce -0.0% | 56,323 | $5.1M |
| Mechanics Bank Trust Department | 0.66% | Add +6.4% | 55,904 | $5.0M |
| John A. Wolfe & Associates, Inc. | 2.71% | — | 5,580 | $5.0M |
| JFS Wealth Advisors, LLC | 0.28% | Reduce -3.2% | 55,260 | $5.0M |
| Arq Wealth Advisors, LLC | 1.33% | Reduce -0.2% | 54,814 | $4.9M |
| High Net Worth Advisory Group LLC | 1.13% | Add +1.5% | 54,248 | $4.9M |
| Note Advisors, LLC | 2.45% | Add +11.6% | 51,460 | $4.8M |
| Smartleaf Asset Management LLC | 0.18% | Reduce -6.6% | 51,975 | $4.7M |
| Toronto Dominion Bank | 0.01% | No change | 51,877 | $4.7M |
| Mission Hills Financial Advisory, LLC | 2.44% | Add +2.7% | 51,327 | $4.6M |
| 5T Wealth, LLC | 1.82% | Add +4.9% | 50,513 | $4.5M |
| Zhang Financial LLC | 0.17% | Add +0.1% | 50,107 | $4.5M |
| Investor's Fiduciary Advisor Network, LLC | 0.96% | New | 49,776 | $4.5M |
| Gross & Hartman Investments LLC | 2.54% | — | 49,526 | $4.5M |
| First National Bank of Omaha | 0.13% | New | 47,720 | $4.3M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Add +25.3% | 47,894 | $4.3M |
| Marino, Stram & Associates LLC | 0.77% | Add +5.3% | 47,351 | $4.3M |
| Cambridge Financial Group, LLC | 1.48% | Add +4.7% | 53,056 | $4.3M |
| Cowa, LLC | 1.27% | Add +1.8% | 46,552 | $4.2M |
| Strategic Blueprint, LLC | 0.25% | Add +15.5% | 46,148 | $4.2M |
| Janney Capital Management LLC | 0.26% | Reduce -0.8% | 45,272 | $4.1M |
| 180 Wealth Advisors, LLC | 0.46% | Reduce -0.2% | 45,061 | $4.1M |
| Old National Bancorp | 0.07% | Reduce -7.0% | 44,950 | $4.0M |
| Angeles Wealth Management, LLC | 0.22% | Add +1591.0% | 44,000 | $4.0M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.47% | — | 43,687 | $3.9M |
| Perissos Private Wealth Management, LLC | 3.37% | Reduce -2.0% | 43,453 | $3.9M |
| Duncan Williams Asset Management, LLC | 0.96% | Add +11.9% | 39,591 | $3.9M |
| Certified Advisory Corp | 0.35% | Add +1.2% | 42,833 | $3.9M |
| Global Retirement Partners, LLC | 0.07% | Add +138.9% | 42,815 | $3.9M |
| Essex Financial Services, Inc. | 0.22% | Add +15.1% | 42,477 | $3.8M |
| EP Wealth Advisors, LLC | 0.02% | — | 42,388 | $3.8M |
| Investors Research Corp | 0.69% | Add +10.5% | 42,041 | $3.8M |
| Farther Finance Advisors, LLC | 0.04% | Add +22.2% | 41,632 | $3.7M |
| Montecito Bank & Trust | 0.59% | Reduce -0.4% | 41,401 | $3.7M |
| Valmark Advisers, Inc. | 0.05% | Add +5.3% | 41,155 | $3.7M |
| Mountain Capital Investment Advisors Inc. | 0.60% | Reduce -0.6% | 39,426 | $3.7M |
| Lido Advisors, LLC | 0.01% | Add +1.8% | 41,675 | $3.6M |
| Safe Harbor Family Capital, LLC | 3.15% | — | 39,889 | $3.6M |
| Prospera Financial Services Inc | 0.06% | Add +4.6% | 39,588 | $3.6M |
| Navis Wealth Advisors, LLC | 1.50% | New | 39,474 | $3.6M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +18.5% | 38,680 | $3.5M |
| Arkadios Wealth Advisors | 0.07% | Add +8.2% | 38,494 | $3.5M |
| Ally Invest Advisors Inc. | 0.24% | Add +10.3% | 38,403 | $3.5M |
| Richard W. Paul & Associates, LLC | 1.13% | Add +535.7% | 37,673 | $3.4M |
| Cornerstone Advisory, LLC | 0.32% | Add +2.5% | 37,664 | $3.4M |
| Roble, Belko & Company, Inc | 0.43% | Add +3.4% | 36,612 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -2.0% | 36,991 | $3.3M |
| Howe & Rusling Inc. | 0.21% | Add +0.9% | 36,060 | $3.2M |
| Advisory Services Network, LLC | 0.05% | Add +11.3% | 36,029 | $3.2M |
| Stokes Family Office, LLC | 0.29% | Add +11.8% | 35,527 | $3.2M |
| Breakwater Investment Management | 1.16% | Add +2.3% | 35,513 | $3.2M |
| CoreFirst Bank & Trust | 1.70% | Reduce -5.5% | 34,938 | $3.1M |
| FMR LLC | 0.00% | Add +10.7% | 34,710 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +11.1% | 34,319 | $3.1M |
| Element Wealth, LLC | 1.27% | Add +3.5% | 34,051 | $3.1M |
| Wise Wealth Partners | 4.25% | Add +9.4% | 32,895 | $3.0M |
| Evolve Private Wealth, LLC | 0.18% | — | 32,792 | $3.0M |
| Sapient Capital LLC | 0.04% | Add +2.8% | 32,557 | $2.9M |
| Evanson Asset Management, LLC | 0.15% | Add +0.1% | 31,741 | $2.9M |
| SJS Investment Consulting Inc. | 0.36% | No change | 31,649 | $2.8M |
| Decker Retirement Planning Inc. | 1.40% | Add +4.6% | 31,370 | $2.8M |
| Legacy Advisors, LLC | 0.30% | No change | 31,351 | $2.8M |
| Crews Bank & Trust | 0.40% | Add +2.8% | 31,036 | $2.8M |
| Rothschild Wealth LLC | 0.27% | New | 30,889 | $2.8M |
| Interchange Capital Partners, LLC | 0.51% | Reduce -2.3% | 30,746 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.2% | 30,485 | $2.7M |
| Daiichi Life Insurance Co., Ltd. | 0.07% | Reduce -20.1% | 30,455 | $2.7M |
| Park Avenue Securities LLC | 0.02% | Add +2.4% | 30,323 | $2.7M |
| SCS Capital Management LLC | 0.03% | No change | 30,309 | $2.7M |
| TD Waterhouse Canada Inc. | 0.02% | Add +11.2% | 30,291 | $2.7M |
| NWF Advisory Services Inc. | 0.30% | Reduce -3.9% | 29,943 | $2.7M |
| Gilbert Capital Group, Inc. | 2.01% | New | 29,726 | $2.7M |
| Motco | 0.24% | Add +0.2% | 29,147 | $2.6M |
| Aspire Capital Advisors LLC | 0.60% | Add +4.8% | 28,491 | $2.6M |
| Venturi Wealth Management, LLC | 0.11% | New | 28,323 | $2.5M |
| Raab & Moskowitz Asset Management LLC | 0.54% | Add +445.8% | 27,266 | $2.5M |
| Advus Financial Partners, LLC | 0.59% | Reduce -0.2% | 27,092 | $2.4M |
| Plan Group Financial, LLC | 0.63% | Reduce -0.5% | 27,033 | $2.4M |
| Quantinno Capital Management LP | 0.00% | Add +28.9% | 26,439 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.6% | 25,819 | $2.4M |
| US Bancorp \de | 0.00% | Add +0.6% | 26,060 | $2.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 25,977 | $2.3M |
| TD Private Client Wealth LLC | 0.05% | Add +37.9% | 25,389 | $2.3M |
| Anchor Investment Management, LLC | 0.18% | Reduce -2.0% | 25,208 | $2.3M |
| KFG Wealth Management, LLC | 0.30% | Add +21.5% | 25,177 | $2.3M |
| Allianz Asset Management GmbH | 0.00% | Add +7.9% | 24,982 | $2.2M |
| Walter & Keenan Wealth Management LLC /in/ | 0.60% | Reduce -0.5% | 24,981 | $2.2M |
| Maseco LLP | 0.10% | New | 24,657 | $2.2M |
| Verity Asset Management, Inc. | 0.94% | New | 24,391 | $2.2M |
| Caprock Group, LLC | 0.05% | Reduce -3.2% | 24,173 | $2.2M |
| 10Elms LLP | 2.27% | Add +5.3% | 24,078 | $2.2M |
| Milestone Asset Management Group, LLC | 1.22% | Add +24.3% | 23,928 | $2.2M |
| TPG Advisors LLC | 1.33% | Add +27.1% | 23,722 | $2.1M |
| Childress Capital Advisors, LLC | 0.34% | No change | 23,400 | $2.1M |
| Scotia Capital Inc. | 0.01% | Add +2.8% | 23,247 | $2.1M |
| Talisman Wealth Advisors LLC | 1.63% | Reduce -21.6% | 23,206 | $2.1M |
| Blair William & Co. | 0.01% | Add +27.6% | 23,194 | $2.1M |
| OMC Financial Services LTD | 0.77% | Add +3.1% | 23,040 | $2.1M |
| Integral Investment Advisors, Inc. | 0.51% | Add +1.7% | 22,821 | $2.1M |
| AdvisorNet Financial, Inc | 0.11% | Add +1.2% | 22,735 | $2.0M |
| Comerica Bank | 0.01% | Reduce -17.5% | 22,436 | $2.0M |
| Rosenberg Matthew Hamilton | 0.42% | Add +5.2% | 22,386 | $2.0M |
| Summit Financial, LLC | 0.03% | Add +22.8% | 21,982 | $2.0M |
| MBA Advisors LLC | 0.80% | Add +6.9% | 21,957 | $2.0M |
| World Investment Advisors | 0.03% | Add +27.0% | 21,750 | $2.0M |
| Meridian Wealth Management, LLC | 0.07% | Add +290.8% | 21,684 | $2.0M |
| one8zero8, LLC | 0.42% | Add +0.0% | 21,660 | $1.9M |
| Kuhn & Co Investment Counsel | 1.28% | Add +3.3% | 21,410 | $1.9M |
| Silverlake Wealth Management LLC | 0.43% | Add +3.5% | 21,289 | $1.9M |
| Saxony Capital Management, LLC | 1.14% | Add +18.3% | 20,741 | $1.9M |
| Fortis Group Advisors, LLC | 0.31% | New | 19,414 | $1.8M |
| Nwam LLC | 0.10% | Add +1.8% | 20,224 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | No change | 19,997 | $1.8M |
| Ieq Capital, LLC | 0.01% | No change | 20,054 | $1.8M |
| Donaldson Capital Management, LLC | 0.06% | Reduce -5.6% | 19,994 | $1.8M |
| Mosaic Financial Group, LLC | 1.23% | Add +0.7% | 19,930 | $1.8M |
| AQR Capital Management | 0.00% | Add +41.5% | 19,932 | $1.8M |
| Rockingstone Advisors LLC | 0.81% | Add +3.9% | 19,860 | $1.8M |
| Sara-Bay Financial | 0.53% | Add +15.0% | 19,771 | $1.8M |
| CGN Advisors LLC | 0.14% | Add +5.7% | 19,664 | $1.8M |
| Glass Jacobson Investment Advisors llc | 0.64% | Reduce -2.6% | 19,616 | $1.8M |
| Avantax Planning Partners, Inc. | 0.05% | Add +0.7% | 19,605 | $1.8M |
| Englebert Financial Advisers, LLC | 2.01% | — | 19,408 | $1.7M |
| Access Investment Management LLC | 0.47% | No change | 20,545 | $1.7M |
| HBW Advisory Services LLC | 0.19% | Add +1.5% | 19,216 | $1.7M |
| Forest Hill Capital, LLC | 0.88% | No change | 19,200 | $1.7M |
| BG Investment Services, LLC | 1.53% | Add +14.6% | 19,140 | $1.7M |
| IFP Advisors, Inc | 0.04% | Reduce -6.7% | 19,113 | $1.7M |
| Oxinas Partners, LLC | 0.83% | Add +4.3% | 19,110 | $1.7M |
| Mutual Advisors, LLC | 0.04% | Add +73.7% | 18,883 | $1.7M |
| Alps Advisors Inc. | 0.01% | No change | 18,860 | $1.7M |
| Allworth Financial LP | 0.01% | Reduce -0.9% | 18,784 | $1.7M |
| Tempus Wealth Planning, LLC | 0.38% | Add +0.8% | 18,610 | $1.7M |
| Monetary Solutions, Ltd | 1.62% | — | 18,255 | $1.6M |
| BigSur Wealth Management LLC | 0.40% | Add +0.4% | 18,171 | $1.6M |
| Private Trust Co. NA | 0.14% | Add +46.2% | 17,889 | $1.6M |
| Moseley Investment Management Inc. | 0.49% | Add +3.8% | 17,636 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -27.3% | 17,432 | $1.6M |
| Brighton Securities Corp. | 0.77% | Reduce -3.5% | 17,377 | $1.6M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +3.2% | 17,112 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | Add +5.3% | 17,066 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Add +28.6% | 16,924 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -11.4% | 16,891 | $1.5M |
| Ascent Group, LLC | 0.05% | Add +0.8% | 16,834 | $1.5M |
| Principle Wealth Partners LLC | 0.08% | Reduce -5.7% | 16,645 | $1.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +1.5% | 16,560 | $1.5M |
| Wexford Capital LP | 0.38% | No change | 16,456 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -4.7% | 16,391 | $1.5M |
| Apella Capital, LLC | 0.03% | Reduce -1.5% | 16,320 | $1.5M |
| Garton & Associates Financial Advisors LLC | 0.84% | — | 16,235 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +23.0% | 16,093 | $1.4M |
| Bravias Capital Group, LLC | 0.86% | Add +0.0% | 15,768 | $1.4M |
| Glenmede Trust Co. NA | 0.01% | — | 15,345 | $1.4M |
| First Citizens Asset Management, Inc. | 0.48% | Add +14.5% | 15,193 | $1.4M |
| Cadence Bank | 0.08% | Reduce -0.3% | 15,108 | $1.4M |
| PFG Advisors | 0.07% | New | 14,998 | $1.3M |
| Novem Group | 0.15% | Add +6.0% | 14,682 | $1.3M |
| Evergreen Capital Management LLC | 0.03% | Add +0.0% | 14,676 | $1.3M |
| Harbour Investments, Inc. | 0.03% | Add +7.4% | 14,640 | $1.3M |
| Maryland Capital Advisors Inc. | 0.44% | Reduce -1.4% | 14,608 | $1.3M |
| Spire Wealth Management | 0.04% | Add +410.2% | 14,398 | $1.3M |
| Resolute Advisors LLC | 0.41% | Add +44.3% | 14,041 | $1.3M |
| Cary Street Partners Investment Advisory LLC | 0.33% | New | 13,692 | $1.2M |
| Roehl & Yi Investment Advisors, LLC | 0.49% | Add +5.6% | 13,661 | $1.2M |
| Harvest Investment Services, LLC | 0.23% | Reduce -0.9% | 13,597 | $1.2M |
| New Republic Capital, LLC | 0.33% | No change | 13,562 | $1.2M |
| Millstone Evans Group, LLC | 0.72% | Add +272.8% | 13,552 | $1.2M |
| Creekside Partners | 0.51% | Reduce -0.2% | 13,486 | $1.2M |
| McNamara Financial Services, Inc. | 0.23% | Reduce -1.6% | 13,466 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Add +24.0% | 13,355 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Add +5.4% | 13,254 | $1.2M |
| Collective Family Office LLC | 0.27% | Reduce -9.5% | 13,152 | $1.2M |
| Compound Planning, Inc. | 0.03% | Add +13.3% | 13,096 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +7.9% | 13,055 | $1.2M |
| Cozad Asset Management Inc. | 0.09% | Add +202.4% | 13,052 | $1.2M |
| Harbor Asset Planning, Inc. | 0.99% | Add +2.2% | 12,895 | $1.2M |
| MN Wealth Advisors, LLC | 0.58% | Add +0.8% | 12,854 | $1.2M |
| Independent Advisor Alliance | 0.03% | Add +5.7% | 12,762 | $1.1M |
| FLC Capital Advisors | 0.21% | Add +7.8% | 12,720 | $1.1M |
| AssuredPartners Investment Advisors, LLC | 0.17% | New | 12,686 | $1.1M |
| GSG Advisors LLC | 0.29% | Add +0.4% | 12,646 | $1.1M |
| Ankerstar Wealth, LLC | 1.13% | — | 12,572 | $1.1M |
| American National Bank of Texas | 1.08% | Add +10.7% | 12,516 | $1.1M |
| Absolute Capital Management, LLC | 0.41% | New | 12,434 | $1.1M |
| Proficio Capital Partners LLC | 0.08% | New | 12,360 | $1.1M |
| Pinnacle Associates Ltd. | 0.01% | Reduce -1.6% | 12,348 | $1.1M |
| Simon Quick Advisors, LLC | 0.05% | No change | 12,310 | $1.1M |
| M Holdings Securities, Inc. | 0.08% | Add +2.3% | 12,296 | $1.1M |
| Choreo, LLC | 0.01% | Reduce -0.1% | 12,233 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -3.1% | 12,175 | $1.1M |
| Morris Financial Concepts, Inc. | 0.37% | Add +4.6% | 11,872 | $1.1M |
| Wealthspire Retirement, LLC | 0.06% | Add +17.3% | 11,764 | $1.1M |
| Barnes Wealth Management Group, Inc | 0.56% | Reduce -3.5% | 11,717 | $1.1M |
| Fagan Associates, Inc. | 0.14% | Reduce -0.7% | 11,684 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +55.9% | 11,536 | $1.0M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +42.5% | 11,513 | $1.0M |
| Roof Eidam Maycock Peralta, LLC | 0.23% | Add +0.8% | 11,442 | $1.0M |
| Align Financial, LLC | 0.60% | — | 1,029,196 | $1.0M |
| Formidable Asset Management, LLC | 0.15% | Add +2.4% | 12,145 | $1.0M |
| FAS Wealth Partners, Inc. | 0.07% | Add +0.9% | 11,229 | $1.0M |
| Charter Oak Capital Management, LLC | 0.08% | Add +10.1% | 11,186 | $1.0M |
| Western Wealth Management, LLC | 0.05% | New | 11,005 | $990K |
| Harpswell Capital Advisors, LLC | 0.78% | No change | 11,000 | $990K |
| Camden National Bank | 0.13% | Add +1.1% | 10,816 | $973K |
| Tudor Financial Inc. | 0.50% | Add +6.6% | 10,753 | $968K |
| Betterment LLC | 0.00% | Add +6.0% | 10,696 | $963K |
| CVA Family Office, LLC | 0.11% | No change | 10,648 | $958K |
| Ifrah Financial Services, Inc. | 0.25% | Add +1.8% | 10,639 | $958K |
| Composition Wealth, LLC | 0.01% | Add +57.4% | 10,547 | $949K |
| Mascagni Wealth Management, Inc. | 0.70% | Add +5.8% | 10,430 | $939K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +7.8% | 10,377 | $934K |
| D.A. Davidson & Co. | 0.01% | Reduce -2.7% | 10,360 | $932K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.8% | 10,343 | $931K |
| Thrive Capital Management, LLC | 0.21% | Reduce -6.0% | 10,324 | $929K |
| OneAscent Financial Services LLC | 0.09% | Add +155.0% | 10,297 | $927K |
| Webster Bank, N. A. | 0.09% | No change | 10,244 | $922K |
| Cardiff Park Advisors, LLC | 0.08% | Add +0.4% | 10,186 | $917K |
| Seamount Financial Group Inc. | 0.42% | Add +0.3% | 10,174 | $916K |
| Old Mission Investment Co LLC | 0.22% | Reduce -1.4% | 10,116 | $910K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -0.4% | 9,996 | $900K |
| TFB Advisors LLC | 0.25% | Add +0.7% | 9,896 | $891K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Add +18.3% | 9,888 | $890K |
| Meridian Financial Advisors, LLC | 0.48% | Add +1.2% | 9,746 | $877K |
| STAR Financial Bank | 0.45% | Add +15.4% | 9,718 | $875K |
| SigFig Wealth Management, LLC | 0.03% | Add +14.5% | 9,668 | $870K |
| Factor Wealth Management LTD | 0.19% | Add +17.7% | 9,610 | $865K |
| AE Wealth Management LLC | 0.01% | Add +20.7% | 9,609 | $865K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +56.0% | 9,437 | $849K |
| Busey Bank | 0.02% | Reduce -1.8% | 9,369 | $843K |
| Belpointe Asset Management LLC | 0.03% | Reduce -2.8% | 9,276 | $835K |
| Infinity Wealth Counsel, LLC | 0.75% | No change | 9,104 | $819K |
| Arwa LLC | 0.48% | — | 9,061 | $815K |
| Daymark Wealth Partners, LLC | 0.03% | No change | 9,023 | $812K |
| Xcelsior Advisor Partners LLC | 0.39% | — | 9,003 | $810K |
| Laurel Oak Wealth Management, LLC | 0.14% | — | 8,980 | $808K |
| Fidelis Capital Partners, LLC | 0.06% | New | 8,967 | $807K |
| WESPAC Advisors, LLC | 0.43% | Reduce -3.7% | 8,882 | $799K |
| Johnson Investment Counsel Inc. | 0.01% | Add +106.3% | 8,698 | $783K |
| Sage Capital Advisors,llc | 0.18% | Add +16.7% | 8,648 | $778K |
| First Manhattan Co. Llc. | 0.00% | Add +2.9% | 8,640 | $778K |
| XML Financial, LLC | 0.06% | Reduce -1.8% | 8,634 | $777K |
| Winebrenner Capital Management LLC | 0.52% | New | 8,609 | $775K |
| Pension & Wealth Management Advisors, Inc. | 0.23% | Add +0.0% | 8,545 | $769K |
| Simplicity Wealth,LLC | 0.05% | Reduce -6.3% | 8,502 | $765K |
| Panoramic Investment Advisors, LLC | 0.41% | Reduce -5.3% | 8,475 | $763K |
| Brooks, Moore & Associates, Inc. | 0.37% | Reduce -30.9% | 8,400 | $756K |
| TMB Capital Partners, LLC | 0.26% | — | 8,286 | $746K |
| StrongBox Wealth, LLC | 0.24% | Add +37.0% | 8,225 | $740K |
| Keudell/Morrison Wealth Management | 0.16% | — | 8,210 | $739K |
| Summit Wealth Group, LLC | 0.17% | Add +0.1% | 8,199 | $738K |
| Modern Wealth Management, LLC | 0.01% | Add +1.0% | 8,159 | $734K |
| Signal Advisors Wealth, LLC | 0.06% | Add +110.0% | 8,122 | $731K |
| Parkside Financial Bank & Trust | 0.05% | New | 8,020 | $722K |
| Acorn Financial Advisory Services Inc. | 0.11% | Reduce -0.5% | 8,016 | $721K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +16.0% | 7,994 | $719K |
| Glen Eagle Advisors, LLC | 0.10% | Add +112.7% | 7,979 | $718K |
| HighPoint Advisor Group LLC | 0.02% | New | 7,929 | $714K |
| Vickerman Investment Advisors, Inc. | 0.14% | New | 7,860 | $707K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Reduce -0.1% | 7,823 | $704K |
| Paragon Financial Partners, Inc. | 0.43% | Add +0.4% | 7,812 | $703K |
| Brookstone Capital Management | 0.01% | Add +23.5% | 7,798 | $702K |
| Cottage Street Advisors LLC | 0.30% | Reduce -0.6% | 7,791 | $701K |
| Sax Wealth Advisors, LLC | 0.03% | Add +2.1% | 7,757 | $698K |
| Fonville Wealth Management LLC | 0.14% | Reduce -3.4% | 7,743 | $697K |
| National Bank of Canada | 0.00% | Add +7.7% | 7,703 | $693K |
| Root Financial Partners, LLC | 0.04% | Add +62.3% | 7,700 | $693K |
| Sageworth Trust Co | 0.03% | No change | 7,657 | $689K |
| Vise Technologies, Inc. | 0.01% | Add +177.3% | 7,608 | $685K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.3% | 7,516 | $676K |
| MCF Advisors LLC | 0.04% | Add +3684.8% | 7,494 | $675K |
| Integrity Alliance, Llc. | 0.02% | New | 7,463 | $672K |
| Legacy Private Trust Co. | 0.04% | No change | 7,330 | $660K |
| Ancora Advisors LLC | 0.01% | Add +0.6% | 7,325 | $659K |
| Sovereign Financial Group, Inc. | 0.12% | Add +8.2% | 7,275 | $655K |
| Disciplined Investors, L.L.C. | 0.43% | Add +1.8% | 7,248 | $652K |
| Wealth Dimensions Group, Ltd. | 0.13% | Reduce -3.3% | 7,247 | $652K |
| First National Bank of Mount Dora, Trust Investment Services | 0.14% | No change | 7,148 | $643K |
| Madison Wealth Partners, Inc | 0.12% | Add +109.3% | 7,107 | $640K |
| Wilkins Miller Wealth Management, LLC | 0.38% | Add +0.8% | 7,080 | $637K |
| Proathlete Wealth Management LLC | 0.17% | No change | 7,048 | $634K |
| Quadrature Capital Ltd | 0.01% | New | 6,988 | $629K |
| Pacific Financial Group Inc. | 0.35% | Add +21.4% | 6,945 | $625K |
| Aspen Wealth Strategies, LLC | 0.34% | Reduce -3.3% | 6,923 | $623K |
| Financial Insights, Inc. | 0.21% | Add +8.7% | 6,908 | $622K |
| Pasadena Private Wealth, LLC | 0.09% | Add +6.4% | 6,889 | $620K |
| Apollon Financial, LLC | 0.09% | Add +3.0% | 6,888 | $620K |
| Berkeley Capital Partners, LLC | 0.15% | Add +0.9% | 6,879 | $619K |
| Apollon Wealth Management, LLC | 0.01% | Add +19.4% | 6,829 | $615K |
| Northern Trust Corp. | 0.00% | Add +59.3% | 6,818 | $614K |
| Evoke Wealth, LLC | 0.01% | Add +4.4% | 6,780 | $610K |
| Tred Avon Family Wealth, LLC | 0.20% | Reduce -2.5% | 6,775 | $610K |
| Cresset Asset Management, LLC | 0.00% | Add +0.4% | 6,720 | $605K |
| Nikulski Financial, Inc. | 0.14% | Add +67.6% | 6,713 | $604K |
| Cascade Financial Partners, LLC | 0.06% | No change | 6,628 | $597K |
| HF Advisory Group, LLC | 0.21% | Reduce -17.6% | 6,597 | $594K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +0.9% | 6,545 | $589K |
| DMKC Advisory Services, LLC | 0.25% | No change | 6,397 | $576K |
| CoreCap Advisors, LLC | 0.02% | Add +4.4% | 6,357 | $572K |
| Hyundai Investments Co., Ltd. | 0.55% | New | 6,299 | $569K |
| Savvy Advisors, Inc. | 0.02% | Add +0.8% | 6,179 | $556K |
| Visionary Wealth Advisors | 0.03% | Add +6.7% | 6,157 | $554K |
| Friday Financial | 0.19% | Add +0.8% | 6,064 | $546K |
| Selby Wealth Management, LLC | 0.22% | — | 6,045 | $544K |
| Northcape Wealth Management, LLC | 0.15% | No change | 6,017 | $542K |
| Net Worth Advisory Group | 0.11% | New | 6,001 | $540K |
| Cibc World Market Inc. | 0.00% | Reduce -13.1% | 5,984 | $539K |
| Red Tortoise LLC | 0.23% | Add +1.0% | 5,959 | $536K |
| StoneX Group Inc. | 0.02% | Add +11.3% | 5,900 | $532K |
| Investment Counsel Co. of Nevada | 1.14% | Add +9.3% | 5,876 | $529K |
| Luminvest Wealth Management LLC | 0.15% | Add +30.4% | 5,832 | $525K |
| Beacon Financial Advisory LLC | 0.12% | Add +0.1% | 5,825 | $524K |
| GC Wealth Management RIA, LLC | 0.02% | New | 5,822 | $524K |
| Collaborative Wealth Managment Inc. | 0.18% | Reduce -7.7% | 5,792 | $521K |
| Financially in Tune, LLC | 0.48% | — | 5,735 | $516K |
| Westbourne Investments, Inc. | 0.23% | Reduce -4.7% | 5,610 | $505K |
| Heritage Wealth Management, Inc. | 0.14% | New | 5,600 | $504K |
| Clearstead Advisors, LLC | 0.01% | Add +0.6% | 5,591 | $503K |
| Pegasus Asset Management, Inc. | 0.15% | No change | 5,589 | $503K |
| Foundations Investment Advisors, LLC | 0.01% | Add +81.5% | 5,575 | $502K |
| Dover Advisors, LLC | 0.19% | Reduce -1.8% | 5,542 | $499K |
| Quadrant Capital Group LLC | 0.01% | No change | 5,497 | $495K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | No change | 5,446 | $490K |
| Integris Wealth Management, LLC | 0.11% | Reduce -0.2% | 5,393 | $485K |
| Main Street Financial Solutions, LLC | 0.04% | Add +13.0% | 5,380 | $484K |
| Fifth Third Bancorp | 0.00% | Add +34.5% | 5,378 | $484K |
| Capital Analysts, LLC | 0.01% | Add +81.8% | 5,351 | $482K |
| ORG Partners LLC | 0.09% | Add +5.2% | 5,353 | $482K |
| Fiduciary Financial Group, LLC | 0.07% | Add +10.4% | 5,351 | $482K |
| Bell Bank | 0.02% | Add +4.4% | 5,345 | $481K |
| TRUE Private Wealth Advisors | 0.05% | Add +55.5% | 5,312 | $478K |
| McCarter Private Wealth Services LLC | 0.21% | No change | 5,278 | $475K |
| Ipsen Advisor Group LLC | 0.33% | Reduce -14.7% | 5,233 | $471K |
| International Assets Investment Management, LLC | 0.03% | Reduce -17.1% | 5,158 | $464K |
| Parsons Capital Management Inc. | 0.03% | Add +5.6% | 5,137 | $462K |
| Endeavor Private Wealth, Inc. | 0.13% | Add +8.5% | 5,100 | $459K |
| Balboa Wealth Partners | 0.08% | Add +0.1% | 5,089 | $458K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -7.7% | 5,058 | $455K |
| Monarch Capital Management Inc. | 0.11% | Add +16.1% | 5,044 | $454K |
| Patten Group, Inc. | 0.08% | Add +18.5% | 5,001 | $450K |
| Mattern Wealth Management LLC | 0.09% | Add +6.4% | 5,000 | $450K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -15.1% | 4,931 | $444K |
| Transcend Capital Advisors, LLC | 0.03% | Add +13.1% | 4,928 | $444K |
| Level Wealth Management LLC | 0.23% | Reduce -7.9% | 4,912 | $442K |
| Triad Wealth Partners, LLC | 0.04% | Add +32.8% | 4,816 | $433K |
| Newport Capital Group, LLC | 0.26% | No change | 4,807 | $433K |
| RDA Financial Network | 0.10% | Reduce -1.3% | 4,803 | $432K |
| Lantern Wealth Advisors, LLC | 0.23% | Add +64.6% | 4,756 | $428K |
| Westshore Wealth, LLC | 0.14% | No change | 4,756 | $428K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 4,754 | $428K |
| HB Wealth Management, LLC | 0.00% | Add +43.2% | 4,716 | $424K |
| Steel Grove Capital Advisors, LLC | 0.04% | New | 4,679 | $421K |
| Schiavi & Co LLC | 0.14% | Add +1.1% | 4,668 | $420K |
| AlphaCore Capital LLC | 0.01% | Add +126.2% | 4,660 | $419K |
| Aldebaran Financial Inc. | 0.38% | No change | 4,600 | $416K |
| Gateway Wealth Partners, LLC | 0.05% | Add +0.6% | 4,617 | $416K |
| Copia Wealth Management | 0.30% | New | 4,603 | $414K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -15.7% | 4,551 | $410K |
| Opal Wealth Advisors, LLC | 0.11% | Reduce -0.4% | 4,542 | $409K |
| COFG Advisors, LLC | 0.10% | — | 4,483 | $403K |
| Invested Advisors | 0.41% | New | 4,416 | $397K |
| Atticus Wealth Management, LLC | 0.10% | Add +6.1% | 4,333 | $390K |
| Cornerstone Financial Management LLC | 0.37% | — | 4,320 | $389K |
| Wellington-Altus USA Inc. | 0.28% | — | 4,245 | $382K |
| Bank of New York Mellon Corp | 0.00% | New | 4,209 | $379K |
| C M Bidwell & Associates Ltd. | 0.18% | Add +0.5% | 4,204 | $378K |
| Bell Investment Advisors, Inc | 0.06% | Add +1.0% | 4,172 | $376K |
| Mission Wealth Management, LP | 0.01% | Reduce -7.6% | 4,153 | $374K |
| 3Chopt Investment Partners, LLC | 0.08% | Reduce -1.5% | 4,114 | $370K |
| Van Den Berg Management I, Inc. | 0.08% | Reduce -1.4% | 4,074 | $367K |
| FOCUS Wealth Advisors, LLC | 0.17% | No change | 4,009 | $361K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -4.1% | 3,972 | $360K |
| Citizens Financial Group Inc. | 0.00% | New | 3,976 | $358K |
| First Horizon Corp. | 0.02% | Add +78.8% | 3,970 | $357K |
| Mach-1 Financial Group, LLC | 0.07% | Add +39.2% | 3,961 | $356K |
| Mraz, Amerine & Associates, Inc. | 0.05% | No change | 3,950 | $356K |
| Prosperitas Financial LLC | 0.14% | Add +7.0% | 3,947 | $355K |
| Castle Wealth Management LLC | 0.12% | No change | 3,921 | $353K |
| Discipline Wealth Solutions, LLC | 0.07% | Add +21.6% | 3,915 | $352K |
| Tiaa Trust, National Association | 0.00% | Reduce -12.4% | 3,898 | $351K |
| GLOBALT Investments LLC / GA | 0.01% | Reduce -2.8% | 3,859 | $347K |
| Fiduciary Alliance LLC | 0.02% | New | 3,828 | $345K |
| Charles Schwab Trust Co | 0.02% | No change | 3,815 | $343K |
| Fortis Capital Advisors, LLC | 0.05% | Reduce -1.4% | 3,814 | $343K |
| Highland Capital Management, LLC | 0.02% | No change | 3,775 | $340K |
| Insight Advisors, LLC/ PA | 0.05% | Add +0.2% | 3,768 | $339K |
| Quartz Partners, LLC | 0.12% | Add +2.9% | 3,702 | $333K |
| North Star Investment Management Corp. | 0.02% | Add +0.4% | 3,671 | $330K |
| Baron Wealth Management LLC | 0.10% | Add +1.1% | 3,659 | $329K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.4% | 3,658 | $329K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.13% | Add +28.6% | 3,600 | $324K |
| Wealth Management Associates, Inc. | 0.11% | Add +3.3% | 3,555 | $320K |
| NewEdge Wealth, LLC | 0.00% | Reduce -19.0% | 3,551 | $320K |
| Cura Wealth Advisors, LLC | 0.12% | No change | 3,525 | $317K |
| Mason Investment Advisory Services, Inc. | 0.01% | No change | 3,514 | $316K |
| Legacy Trust | 0.06% | No change | 3,500 | $315K |
| Parallel Advisors, LLC | 0.01% | Add +137.8% | 3,491 | $314K |
| Outbound Financial Inc | 0.24% | No change | 3,480 | $313K |
| IRON Financial LLC | 0.14% | Add +0.6% | 3,468 | $312K |
| Modera Wealth Management, LLC | 0.00% | Reduce -0.6% | 3,454 | $311K |
| Mainsail Asset Management, LLC | 0.13% | Add +0.9% | 3,433 | $309K |
| SWS Partners | 0.07% | Reduce -15.3% | 3,426 | $308K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +21.9% | 3,423 | $308K |
| Moneco Advisors, LLC | 0.02% | Add +22.3% | 3,403 | $306K |
| Rainier Family Wealth Inc. | 0.23% | New | 3,400 | $306K |
| Two Sigma Securities, LLC | 0.04% | Add +26.9% | 3,396 | $306K |
| Lanark Financial, Inc. | 0.02% | Reduce -2.0% | 3,373 | $304K |
| City State Bank | 0.08% | Add +401.5% | 3,360 | $302K |
| OakTrust Wealth Advisors, LLC | 0.28% | — | 3,346 | $301K |
| Lewis Asset Management, LLC | 0.12% | No change | 3,325 | $299K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 3,322 | $299K |
| M Wealth Management, LLC | 0.26% | No change | 3,290 | $296K |
| Independence Asset Advisors, LLC | 0.16% | New | 3,251 | $293K |
| Geneos Wealth Management Inc. | 0.01% | Add +4.9% | 3,207 | $289K |
| Staley Capital Advisers Inc. | 0.01% | No change | 3,200 | $288K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -1.2% | 3,195 | $288K |
| Cape Investment Advisory, Inc. | 0.09% | New | 3,171 | $285K |
| Yukon Wealth Management, Inc. | 0.16% | No change | 2,886 | $281K |
| Leavell Investment Management, Inc. | 0.01% | Add +2.0% | 3,104 | $279K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | Add +20.3% | 3,099 | $279K |
| Empower Advisory Group, LLC | 0.00% | Add +3.5% | 3,095 | $279K |
| Level Four Advisory Services, LLC | 0.01% | Add +10.0% | 3,085 | $278K |
| Curi Capital, LLC | 0.00% | New | 3,085 | $278K |
| Koshinski Asset Management, Inc. | 0.02% | Add +6.7% | 3,083 | $277K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 3,081 | $277K |
| Nestegg Advisors, Inc. | 0.24% | Add +1.1% | 3,080 | $277K |
| Avestar Capital, LLC | 0.02% | Reduce -6.2% | 3,078 | $277K |
| Liberty Wealth Management LLC | 0.04% | New | 3,058 | $275K |
| Allegheny Financial Group | 0.04% | Add +1.1% | 3,056 | $275K |
| Oakmont Advisory Group, LLC | 0.29% | — | 3,056 | $275K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 3,055 | $275K |
| Gryphon Financial Partners LLC | 0.03% | New | 3,030 | $273K |
| Florida Trust Wealth Management Co | 0.01% | No change | 3,000 | $270K |
| Winthrop Advisory Group LLC | 0.02% | Add +10.9% | 2,979 | $268K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -38.2% | 2,963 | $267K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 2,953 | $266K |
| Long Run Wealth Advisors, LLC | 0.05% | Add +2.8% | 2,951 | $266K |
| Brady Martz Wealth Solutions, LLC | 0.05% | No change | 2,914 | $262K |
| Causey Wealth LLC | 0.12% | Reduce -12.9% | 2,910 | $262K |
| Gradient Capital Advisors, LLC | 0.07% | Reduce -4.6% | 2,894 | $260K |
| Texas Capital Bank Wealth Management Services Inc | 0.01% | New | 2,883 | $259K |
| Abacus Planning Group, Inc. | 0.03% | No change | 2,882 | $259K |
| Snowden Capital Advisors LLC | 0.01% | New | 2,835 | $255K |
| Integrity Advisory Solutions, LLC | 0.04% | Reduce -1.1% | 2,815 | $253K |
| Brown Miller Wealth Management, LLC | 0.07% | No change | 2,781 | $250K |
| Redwood Investment Management, LLC | 0.03% | Reduce -0.4% | 2,771 | $249K |
| Savant Capital, LLC | 0.00% | New | 2,759 | $248K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +1205.2% | 2,754 | $248K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -0.3% | 2,750 | $248K |
| Breakwater Capital Group | 0.03% | No change | 2,719 | $245K |
| apricus wealth, LLC | 0.12% | Add +3.9% | 2,700 | $243K |
| Kovack Advisors, Inc. | 0.01% | New | 2,666 | $240K |
| Hilltop Holdings Inc. | 0.01% | Reduce -4.1% | 2,660 | $239K |
| Thompson Davis & Co., Inc. | 0.14% | New | 2,650 | $239K |
| Alchemi Wealth, LLC | 0.13% | — | 2,640 | $238K |
| Atlantic Private Wealth, LLC | 0.15% | No change | 2,632 | $237K |
| Aptus Capital Advisors, LLC | 0.00% | Add +103.4% | 2,591 | $233K |
| Surience Private Wealth LLC | 0.26% | New | 2,590 | $233K |
| Commonwealth Retirement Investments LLC | 0.07% | New | 2,575 | $232K |
| Raffa Wealth Management, LLC | 0.04% | Add +0.1% | 2,552 | $230K |
| KERR FINANCIAL PLANNING Corp | 0.31% | Add +100.0% | 2,500 | $230K |
| Essex Bank | 0.05% | No change | 2,545 | $229K |
| Shepherd Street Advisors LLC | 0.22% | — | 2,537 | $228K |
| Libra Wealth LLC | 0.06% | No change | 2,525 | $227K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 2,521 | $227K |
| JT Stratford LLC | 0.03% | Add +3.9% | 2,511 | $226K |
| First National Bank Sioux Falls | 0.07% | No change | 2,500 | $225K |
| Concord Wealth Partners | 0.03% | No change | 2,500 | $225K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 2,500 | $225K |
| Freestone Capital Holdings, LLC | 0.01% | New | 2,491 | $224K |
| Breachway Investments LLC | 0.23% | — | 2,458 | $221K |
| White Lighthouse Investment Management Inc. | 0.03% | Reduce -2.0% | 2,442 | $220K |
| Ami Investment Management Inc. | 0.05% | New | 2,414 | $217K |
| Creative Financial Designs Inc. | 0.01% | Reduce -1.5% | 2,393 | $215K |
| Beacon Capital Management, LLC | 0.03% | New | 2,381 | $214K |
| Signet Financial Management, LLC | 0.02% | Reduce -11.5% | 2,335 | $210K |
| DiPaolo Financial Group, Inc. | 0.22% | — | 2,329 | $210K |
| Bogart Wealth, LLC | 0.01% | Add +27.6% | 2,327 | $209K |
| Accredited Investors Inc. | 0.01% | New | 2,310 | $208K |
| Money Concepts Capital Corp. | 0.01% | New | 2,308 | $208K |
| Facet Wealth, Inc. | 0.00% | New | 2,170 | $207K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 2,295 | $207K |
| Vantage Point Financial LLC | 0.07% | New | 2,290 | $206K |
| Wealth Alliance, LLC | 0.02% | New | 2,287 | $206K |
| Bill Few Associates, Inc. | 0.05% | New | 2,282 | $205K |
| Clark Asset Management, LLC | 0.02% | New | 2,276 | $205K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 2,275 | $205K |
| Advisor OS, LLC | 0.02% | New | 2,275 | $205K |
| Creative Capital Management Investments LLC | 0.06% | No change | 2,252 | $203K |
| Syverson Strege & Co | 0.05% | New | 2,251 | $203K |
| Trek Financial, LLC | 0.01% | New | 2,249 | $202K |
| Focused Alpha, LLC | 0.06% | — | 2,241 | $202K |
| Cambria Investment Management, L.P. | 0.01% | New | 2,240 | $202K |
| CNB Bank | 0.08% | No change | 2,170 | $195K |
| GAMMA Investing LLC | 0.01% | Add +6.5% | 2,093 | $188K |
| Team Financial Group, LLC | 0.08% | Add +1.0% | 1,988 | $179K |
| Stephens Consulting, LLC | 0.05% | Reduce -4.9% | 1,703 | $153K |
| Bfsg, LLC | 0.01% | Add +1.0% | 1,700 | $153K |
| Laurel Wealth Advisors LLC | 0.02% | New | 1,625 | $146K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -9.8% | 1,615 | $145K |
| Stone House Investment Management, LLC | 0.02% | Add +0.1% | 1,605 | $144K |
| Nalls Sherbakoff Group, LLC | 0.10% | No change | 1,575 | $142K |
| Bayban | 0.12% | — | 1,454 | $131K |
| Colonial Trust Advisors | 0.01% | New | 1,412 | $127K |
| BankPlus Trust Department | 0.03% | Add +27.5% | 1,340 | $121K |
| TFC Financial Management, Inc. | 0.01% | Add +131.0% | 1,328 | $120K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -65.6% | 1,321 | $119K |
| Colonial Trust Co / SC | 0.02% | No change | 1,315 | $118K |
| Arax Advisory Partners | 0.00% | New | 1,300 | $117K |
| Topsail Wealth Management, LLC | 0.02% | No change | 1,255 | $113K |
| Adkins Seale Capital Management LLC | 0.11% | — | 1,231 | $111K |
| Franklin Resources Inc. | 0.00% | Add +1061.3% | 1,231 | $111K |
| BlackRock, Inc. | 0.00% | Add +341.2% | 1,222 | $110K |
| Kentucky Trust Co | 0.06% | Add +50.9% | 1,200 | $108K |
| Dunhill Financial, LLC | 0.03% | New | 1,173 | $106K |
| Ameriflex Group, Inc. | 0.05% | Reduce -50.0% | 1,140 | $103K |
| Signaturefd, LLC | 0.00% | No change | 1,112 | $100K |
| Richards, Merrill & Peterson, Inc. | 0.04% | No change | 1,094 | $98K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,023 | $92K |
| Caitlin John, LLC | 0.06% | New | 1,000 | $90K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.1% | 964 | $88K |
| Signature Equity Partners, LLC | 0.05% | — | 963 | $87K |
| Tidemark, LLC | 0.02% | Reduce -63.4% | 953 | $86K |
| Clean Yield Group | 0.02% | No change | 865 | $78K |
| WPG Advisers, LLC | 0.05% | Reduce -8.0% | 814 | $73K |
| UMB Bank, n.a. | 0.00% | No change | 806 | $73K |
| Adirondack Trust Co. | 0.02% | Reduce -0.6% | 800 | $72K |
| Consultiva Wealth Management, Corp. | 0.20% | No change | 787 | $71K |
| Hurley Capital, LLC | 0.04% | Add +0.9% | 756 | $68K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 708 | $64K |
| Retirement Wealth Solutions LLC | 0.04% | No change | 701 | $63K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 700 | $63K |
| Archer Investment Corp | 0.01% | No change | 676 | $61K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 675 | $61K |
| Running Point Capital Advisors, LLC | 0.02% | Add +6.8% | 656 | $59K |
| Elevation Wealth Partners, LLC | 0.02% | Reduce -2.9% | 637 | $57K |
| Bay Harbor Wealth Management, LLC | 0.01% | No change | 623 | $56K |
| Blume Capital Management, Inc. | 0.01% | No change | 606 | $55K |
| Tsfg, LLC | 0.01% | Add +1.0% | 587 | $53K |
| Crewe Advisors LLC | 0.00% | No change | 569 | $51K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +12.7% | 568 | $51K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 527 | $47K |
| Winthrop Capital Management, LLC | 0.01% | Add +0.8% | 510 | $46K |
| WealthShield Partners, LLC | 0.01% | New | 503 | $45K |
| CX Institutional | 0.00% | Add +116.1% | 497 | $45K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Add +392.0% | 492 | $44K |
| Kimelman & Baird, LLC | 0.00% | No change | 488 | $44K |
| Smithfield Trust Co | 0.00% | No change | 461 | $42K |
| Asset Dedication, LLC | 0.00% | Add +46.1% | 466 | $42K |
| St Germain D J Co. Inc. | 0.00% | Add +27.1% | 455 | $41K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 426 | $38K |
| Hara Capital LLC | 0.02% | No change | 400 | $36K |
| Eastern Bank | 0.00% | No change | 395 | $36K |
| Triumph Capital Management | 0.01% | New | 382 | $34K |
| N.E.W. Advisory Services LLC | 0.00% | Add +1.1% | 357 | $32K |
| Meramec Financial Planners, LLC | 0.01% | — | 325 | $32K |
| Transce3nd, LLC | 0.26% | Reduce -1.2% | 332 | $32K |
| American Capital Advisory, LLC | 0.01% | No change | 350 | $32K |
| Westside Investment Management, Inc. | 0.00% | No change | 341 | $31K |
| Game Plan Financial Advisors, LLC | 0.01% | New | 333 | $30K |
| Atomic Invest LLC | 0.02% | — | 325 | $29K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 317 | $29K |
| EPG Wealth Management LLC | 0.01% | Add +1.3% | 316 | $28K |
| Richardson Financial Services Inc. | 0.01% | No change | 1,932 | $28K |
| NFSG Corp | 0.00% | Add +1.0% | 306 | $28K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +277.5% | 302 | $27K |
| Financial Consulate, Inc. | 0.00% | Add +55.7% | 299 | $27K |
| Strive Financial Group ,LLC | 0.01% | — | 281 | $25K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 268 | $24K |
| MGB Wealth Management, LLC | 0.01% | New | 250 | $23K |
| Blue Trust, Inc. | 0.00% | New | 234 | $21K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.4% | 226 | $20K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 220 | $20K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +32.5% | 212 | $19K |
| LGT Financial Advisors LLC | 0.11% | Reduce -14.9% | 205 | $18K |
| Rossby Financial, LCC | 0.01% | No change | 204 | $18K |
| WHI TRUST Co LLC | 0.01% | — | 199 | $18K |
| Van Eck Associates Corp. | 0.00% | No change | 178 | $16K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -23.7% | 177 | $16K |
| Robinswood Financial LLC | 0.00% | Add +0.6% | 157 | $14K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | — | 155 | $14K |
| Rothschild Investment LLC | 0.00% | No change | 152 | $14K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 151 | $14K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -94.5% | 126 | $11K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +1.6% | 126 | $11K |
| Dynamic Wealth Strategies, LLC | 0.01% | New | 124 | $11K |
| Bellevue Asset Management, LLC | 0.00% | Add +1.7% | 122 | $11K |
| Larson Financial Group LLC | 0.00% | Reduce -80.3% | 121 | $11K |
| Kingdom Financial Group LLC. | 0.00% | New | 118 | $11K |
| CENTRAL TRUST Co | 0.00% | New | 112 | $10K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 111 | $10K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 110 | $10K |
| Caldwell Trust Co | 0.00% | No change | 109 | $10K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 108 | $10K |
| WestEnd Advisors, LLC | 0.00% | No change | 104 | $9K |
| Armor Investment Advisors, LLC | 0.00% | New | 95 | $9K |
| Vision Retirement, LLC | 0.00% | — | 94 | $8K |
| Allianz SE | 0.00% | No change | 94 | $8K |
| Key Financial Inc | 0.00% | No change | 83 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Add +136.4% | 78 | $7K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 80 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 81 | $7K |
| Aventura Private Wealth, LLC | 0.00% | New | 76 | $7K |
| Financial Freedom, LLC | 0.00% | Add +1.5% | 68 | $6K |
| Wells Financial Advisors INC | 0.01% | New | 60 | $5K |
| Princeton Global Asset Management LLC | 0.00% | New | 60 | $5K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 50 | $5K |
| POM Investment Strategies, LLC | 0.00% | No change | 42 | $4K |
| USA Financial Formulas | 0.00% | Reduce -99.6% | 42 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 28 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 26 | $2K |
| McIlrath & Eck, LLC | 0.00% | New | 25 | $2K |
| SHP Wealth Management | 0.00% | — | 22 | $2K |
| Gould Capital, LLC | 0.00% | No change | 16 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 15 | $1K |
| Essential Investment Partners LLC | 0.00% | — | 14 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 9 | $834 |
| Clearstead Trust, LLC | 0.00% | No change | 8 | $720 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -78.6% | 3 | $270 |
"% 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.