Vanguard Int High DVD YLDVYMIETF
13F holders, Q1 2026 (March 31)834holders +57
98new positions
35sold out
5famous investors
$94.25avg. 13F price*
At the end of Q1 2026, 834 institutions reported holding Vanguard Int High DVD YLD Inc. (VYMI) in their 13F filings, up 57 from Q4 2025. 98 opened new positions and 35 sold out. The largest holders were Morgan Stanley ($606.5M), Bank of America Corp. ($581.8M) and UBS Group AG ($324.9M). 5 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $80.4M |
| Exits | 35 | $51.8M |
All 13F filers, Q4 2025 → Q1 2026: 11,502,247 shares bought and 3,127,537 shares sold, net +8,374,710 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 834 holders
| Morgan Stanley | 0.04% | Add +14.6% | 6,436,027 | $606.5M |
| Bank of America Corp. | 0.04% | Add +10.7% | 6,173,258 | $581.8M |
| UBS Group AG | 0.06% | Add +151.8% | 3,447,269 | $324.9M |
| Orgel Wealth Management, LLC | 6.22% | Add +22.5% | 3,064,412 | $288.8M |
| Captrust Financial Advisors | 0.44% | Add +3.6% | 2,656,027 | $250.3M |
| LPL Financial LLC | 0.06% | Add +12.5% | 2,506,373 | $236.2M |
| Wells Fargo & Company | 0.04% | Add +8.1% | 2,368,695 | $223.2M |
| Ameriprise Financial Inc. | 0.05% | Add +30.8% | 2,327,248 | $219.5M |
| Envestnet Asset Management Inc. | 0.06% | Add +15.2% | 2,295,218 | $216.3M |
| Jones Financial Companies LLLP | 0.10% | Add +26.5% | 2,193,118 | $200.6M |
| Jane Street Group, LLC | 0.19% | Add +68.4% | 1,852,308 | $174.6M |
| Royal Bank of Canada | 0.03% | Add +19.0% | 1,839,912 | $173.4M |
| Raymond James Financial Inc. | 0.04% | Add +8.5% | 1,493,437 | $140.7M |
| Confluence Wealth Services, Inc. | 4.96% | Add +1.6% | 1,357,180 | $127.9M |
| Mariner, LLC | 0.11% | Add +7.9% | 959,383 | $90.4M |
| HighTower Advisors, LLC | 0.08% | Add +2.6% | 804,663 | $75.8M |
| Creative Planning | 0.04% | Add +3.0% | 704,278 | $66.4M |
| Cwm, LLC | 0.17% | Add +8.7% | 673,221 | $63.4M |
| Summit Financial Wealth Advisors, LLC | 8.52% | Add +6.6% | 637,700 | $60.1M |
| Cetera Investment Advisers | 0.06% | Add +6.9% | 637,186 | $60.0M |
| PNC Financial Services Group, Inc. | 0.03% | Add +11.6% | 596,921 | $56.3M |
| Equitable Holdings, Inc. | 0.35% | Add +18.5% | 600,454 | $54.0M |
| Commonwealth Equity Services, LLC | 0.07% | Add +8.2% | 556,228 | $52.4M |
| Osaic Holdings, Inc. | 0.07% | Add +23.7% | 487,857 | $46.0M |
| JPMorgan Chase & Co. | 0.00% | Add +3.1% | 466,042 | $42.7M |
| LS Investment Advisors, LLC | 5.94% | Add +6.3% | 421,380 | $39.7M |
| Capital Advantage, Inc. | 5.10% | Add +1.0% | 414,165 | $39.0M |
| Barry Investment Advisors, LLC | 8.57% | Add +1.0% | 412,284 | $38.9M |
| Assetmark, Inc. | 0.08% | Reduce -1.9% | 397,650 | $37.5M |
| Focus Partners Wealth | 0.04% | Reduce -0.8% | 380,660 | $35.9M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -40.7% | 361,291 | $34.0M |
| Sei Investments Co. | 0.03% | Reduce -2.4% | 341,416 | $32.2M |
| Burns J W & Co. Inc. | 3.60% | Add +9.0% | 333,846 | $31.5M |
| NorthRock Partners, LLC | 0.49% | Reduce -3.6% | 323,544 | $30.5M |
| Hamilton Wealth, LLC | 5.91% | Add +0.7% | 322,021 | $30.3M |
| First Hawaiian Bank | 4.11% | Reduce -1.9% | 312,109 | $29.4M |
| Citadel Advisors | 0.02% | Add +151.2% | 308,975 | $29.1M |
| Janney Montgomery Scott LLC | 0.07% | Add +28.5% | 299,291 | $28.2M |
| Baird Financial Group, Inc. | 0.04% | Add +4.5% | 283,665 | $26.7M |
| SWAN Capital LLC | 9.79% | Reduce -1.7% | 282,677 | $26.6M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +2.0% | 282,089 | $26.6M |
| Bank of Hawaii | 1.37% | Reduce -1.8% | 277,792 | $26.2M |
| Stifel Financial Corp. | 0.02% | Add +19.7% | 258,202 | $24.3M |
| Mackenzie Financial Corp. | 0.03% | Add +2.8% | 257,891 | $24.3M |
| Truist Financial Corp. | 0.03% | Add +8.5% | 255,579 | $24.1M |
| State Farm Mutual Automobile Insurance Co. | 0.02% | Add +22.6% | 254,409 | $24.0M |
| Main Line Retirement Advisors, LLC | 11.84% | Add +2.3% | 251,586 | $23.7M |
| Strategic Point Investment Advisors, LLC | 3.43% | Reduce -0.5% | 250,651 | $23.6M |
| Ackerman Capital Advisors, LLC | 4.80% | Reduce -4.7% | 248,782 | $23.4M |
| Beacon Pointe Advisors, LLC | 0.12% | Add +323.8% | 246,296 | $23.2M |
| Signature Estate & Investment Advisors LLC | 0.47% | Reduce -2.4% | 244,253 | $23.0M |
| AAF Wealth Management, LLC | 9.34% | Add +0.3% | 241,541 | $22.8M |
| MML Investors Services, LLC | 0.06% | Reduce -11.4% | 235,182 | $22.2M |
| New England Private Wealth Advisors LLC | 2.38% | Add +14.2% | 218,352 | $20.6M |
| American Investment Services, Inc. | 4.57% | Reduce -3.3% | 217,344 | $20.5M |
| Kwmg, LLC | 1.69% | Add +1.6% | 214,672 | $20.2M |
| Pathstone Holdings, LLC | 0.08% | Add +0.1% | 207,712 | $19.6M |
| Flow Traders U.S. LLC | 0.62% | New | 206,471 | $19.5M |
| Citigroup Inc. | 0.01% | Add +4.7% | 201,524 | $19.0M |
| Capital Investment Advisors, LLC | 0.26% | Reduce -3.0% | 192,059 | $18.1M |
| Joel Isaacson & Co., LLC | 0.59% | Add +43.0% | 189,170 | $17.8M |
| Waverly Advisors, LLC | 0.13% | Add +29.9% | 183,568 | $17.3M |
| Rockefeller Capital Management L.P. | 0.03% | Add +12.4% | 183,330 | $17.3M |
| Meeder Advisory Services, Inc. | 0.71% | Add +7.8% | 179,533 | $16.9M |
| Tull Financial Group, Inc. | 7.53% | Add +2.7% | 179,016 | $16.9M |
| Segall Bryant & Hamill, LLC | 0.23% | No change | 172,500 | $16.3M |
| Arkos Global Advisors | 2.03% | Add +3.4% | 172,053 | $16.2M |
| Capital Advisors Wealth Management, LLC | 2.08% | Add +2.3% | 164,228 | $15.5M |
| Clarity Wealth Advisors, LLC | 3.14% | Add +13.0% | 162,067 | $15.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.5% | 161,598 | $15.2M |
| Gotham Asset Management | 0.05% | Add +141.4% | 161,496 | $15.2M |
| Pinnacle Financial Group, LLC / IL | 4.12% | Add +3.2% | 159,569 | $15.0M |
| Human Investing LLC | 2.18% | Reduce -3.0% | 158,584 | $14.9M |
| Cerity Partners LLC | 0.02% | Add +13.3% | 152,932 | $14.4M |
| Regal Investment Advisors LLC | 0.83% | Reduce -4.9% | 151,870 | $14.3M |
| Tocqueville Asset Management L.P. | 0.21% | Add +0.9% | 150,754 | $14.2M |
| Procyon Advisors, LLC | 0.69% | Reduce -6.9% | 148,262 | $14.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +469.5% | 147,939 | $13.9M |
| Wedmont Private Capital | 0.44% | Reduce -0.2% | 138,036 | $13.6M |
| Kraft, Davis & Associates, LLC | 2.88% | Add +4.0% | 136,491 | $13.5M |
| Family Investment Center, Inc. | 2.57% | Add +0.3% | 141,738 | $13.4M |
| Regimen Wealth, LLC | 3.86% | Reduce -4.9% | 140,093 | $13.2M |
| Prentice Wealth Management LLC | 2.97% | Reduce -17.5% | 139,512 | $13.1M |
| Cedar Mountain Advisors, LLC | 2.56% | Reduce -0.1% | 138,642 | $13.1M |
| Sanctuary Advisors, LLC | 0.07% | Add +13.6% | 138,069 | $13.0M |
| Financial Perspectives, Inc | 3.62% | Add +3.0% | 137,698 | $13.0M |
| RTD Financial Advisors, Inc. | 1.58% | Reduce -5.4% | 136,583 | $12.9M |
| Unison Advisors LLC | 0.98% | Reduce -10.9% | 136,447 | $12.9M |
| West Bancorporation Inc. | 6.26% | Add +25.1% | 133,241 | $12.6M |
| Moran Wealth Management, LLC | 0.38% | Add +42.8% | 132,834 | $12.5M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -1.9% | 132,740 | $12.5M |
| Equitable Trust Co. | 0.58% | Add +0.5% | 132,656 | $12.5M |
| Vanguard National Trust Co | 0.79% | — | 132,590 | $12.5M |
| NewEdge Advisors, LLC | 0.04% | Add +7.5% | 131,722 | $12.4M |
| Natixis Advisors, LLC | 0.02% | Add +40.7% | 131,551 | $12.4M |
| Courier Capital LLC | 0.69% | Add +7.7% | 131,345 | $12.4M |
| Strategic Wealth Investment Group, LLC | 1.54% | Reduce -1.0% | 128,960 | $12.2M |
| Stephens Inc. | 0.15% | Add +3.6% | 128,102 | $12.1M |
| Private Advisor Group, LLC | 0.05% | Reduce -9.3% | 120,682 | $11.4M |
| Principal Securities, Inc. | 0.17% | Add +7.5% | 120,420 | $11.3M |
| Croban | 5.28% | Reduce -0.1% | 119,150 | $11.2M |
| Drucker Wealth 3.0, LLC | 1.93% | Add +1.6% | 117,142 | $11.0M |
| Atria Investments, Inc | 0.12% | Add +6.5% | 116,095 | $10.9M |
| Mgo One Seven LLC | 0.22% | Add +1.7% | 114,757 | $10.8M |
| Wealthfront Advisers LLC | 0.02% | Add +9.4% | 114,197 | $10.8M |
| Independent Financial Group, LLC | 0.24% | Add +4.1% | 113,941 | $10.7M |
| Buska Wealth Management, LLC | 4.30% | Add +27.0% | 113,653 | $10.7M |
| Eagle Strategies LLC | 1.27% | Add +0.4% | 112,772 | $10.6M |
| Troutman Wealth Management, LLC | 8.74% | Reduce -2.3% | 111,211 | $10.5M |
| Mountain Capital Investment Advisors Inc. | 1.55% | Add +171.0% | 106,857 | $10.4M |
| Sweeney & Michel, LLC | 3.05% | Add +6.4% | 104,785 | $10.4M |
| Fiduciary Trust Co | 0.12% | Reduce -0.9% | 109,105 | $10.3M |
| Kestra Advisory Services, LLC | 0.04% | Add +24.2% | 107,812 | $10.2M |
| Rebalance, LLC | 0.57% | Add +9.4% | 104,967 | $9.9M |
| Marathon Capital Management | 2.22% | Add +0.3% | 104,295 | $9.8M |
| CRA Financial Services, LLC | 1.27% | Add +32.1% | 104,075 | $9.8M |
| Quaker Wealth Management, LLC | 3.02% | Add +3.4% | 102,538 | $9.7M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +4.2% | 100,137 | $9.4M |
| Employees' Retirement Fund of the City of Fort Worth | 4.09% | No change | 100,000 | $9.4M |
| ADG Wealth Management Group, LLC | 6.08% | Add +1.9% | 93,385 | $8.8M |
| Merit Financial Group, LLC | 0.07% | Reduce -3.4% | 93,294 | $8.8M |
| BCS Wealth Management | 1.75% | Reduce -43.7% | 90,796 | $8.6M |
| Lebenthal Global Advisors, LLC | 1.24% | Add +3.0% | 90,418 | $8.5M |
| Precedent Wealth Partners, LLC | 1.69% | Add +19.8% | 89,581 | $8.4M |
| HUB Investment Partners, LLC | 0.20% | Reduce -5.9% | 88,489 | $8.3M |
| Bank of Montreal | 0.00% | Add +1.5% | 88,022 | $8.3M |
| Gilbert Capital Group, Inc. | 6.41% | Add +196.1% | 88,019 | $8.3M |
| Cherry Tree Wealth Management, LLC | 1.75% | Reduce -0.6% | 87,939 | $8.3M |
| Legacy Advisors, LLC | 0.96% | Add +176.8% | 86,778 | $8.2M |
| Farther Finance Advisors, LLC | 0.08% | Add +104.4% | 85,100 | $8.1M |
| Guardian Financial Partners, LLC | 3.40% | Reduce -14.8% | 85,394 | $8.0M |
| MAI Capital Management | 0.05% | Add +27.6% | 84,336 | $7.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -18.4% | 82,827 | $7.8M |
| Surience Private Wealth LLC | 8.26% | Add +3054.1% | 81,692 | $7.7M |
| Lumbard & Kellner, LLC | 2.62% | Add +1.5% | 80,254 | $7.6M |
| Beta Wealth Group, Inc. | 3.11% | Reduce -1.4% | 79,832 | $7.5M |
| Walkner Condon Financial Advisors LLC | 0.97% | Add +0.1% | 78,081 | $7.4M |
| &partners | 0.04% | Add +8.2% | 78,173 | $7.4M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.52% | Add +4.6% | 77,652 | $7.3M |
| First PREMIER Bank | 1.67% | Reduce -3.3% | 76,877 | $7.2M |
| FRG Family Wealth Advisors LLC | 1.18% | Add +5.0% | 76,550 | $7.2M |
| Kingsview Wealth Management, LLC | 0.10% | Add +15.3% | 76,113 | $7.2M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +120.7% | 75,732 | $7.1M |
| Fiduciary Advisors, Inc. | 5.34% | Add +8.6% | 75,350 | $7.1M |
| McKinley Carter Wealth Services, Inc. | 0.41% | Reduce -2.0% | 75,149 | $7.1M |
| Essex Financial Services, Inc. | 0.40% | Add +76.7% | 75,034 | $7.1M |
| WNY Asset Management, LLC | 0.73% | — | 74,466 | $7.0M |
| Aspire Capital Advisors LLC | 1.57% | Add +160.2% | 74,138 | $7.0M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +350.4% | 73,823 | $7.0M |
| First Citizens Bank & Trust Co. | 0.15% | Reduce -5.8% | 73,251 | $6.9M |
| AssuredPartners Investment Advisors, LLC | 0.75% | Add +465.6% | 71,747 | $6.8M |
| Cary Street Partners Financial LLC | 0.17% | Reduce -1.1% | 72,174 | $6.8M |
| Wealthcare Advisory Partners LLC | 0.13% | Reduce -0.2% | 71,405 | $6.7M |
| Axis Wealth Partners, LLC | 3.56% | Add +1.7% | 71,112 | $6.7M |
| Mayfair Advisory Group, LLC | 2.33% | Add +5.5% | 70,945 | $6.7M |
| Oppenheimer & Co. Inc. | 0.08% | Add +7.2% | 70,222 | $6.6M |
| Apeiron RIA LLC | 1.53% | Reduce -7.7% | 69,912 | $6.6M |
| Mechanics Bank Trust Department | 0.91% | Add +24.7% | 69,714 | $6.6M |
| Heartwood Wealth Advisors LLC | 0.56% | Add +7.3% | 68,297 | $6.4M |
| Venture Visionary Partners LLC | 0.21% | Add +8.3% | 67,452 | $6.4M |
| Corient Private Wealth LP | 0.01% | Reduce -69.3% | 67,083 | $6.3M |
| Raab & Moskowitz Asset Management LLC | 1.40% | Add +144.3% | 66,613 | $6.3M |
| TD Waterhouse Canada Inc. | 0.02% | Add +115.2% | 65,177 | $6.2M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Add +37.0% | 65,624 | $6.2M |
| CSM Advisors, LLC | 0.15% | New | 64,020 | $6.0M |
| Quantum Capital Management, LLC / NJ | 0.77% | New | 63,511 | $6.0M |
| Linscomb Wealth, Inc. | 0.26% | Reduce -19.0% | 62,744 | $5.9M |
| Blair William & Co. | 0.02% | Add +168.9% | 62,369 | $5.9M |
| Independent Advisor Alliance | 0.06% | Add +379.1% | 61,138 | $5.8M |
| Fiduciary Group, LLC | 0.48% | Add +5.3% | 59,820 | $5.6M |
| Investment Advisory Group, LLC | 1.42% | Add +5.3% | 59,324 | $5.6M |
| Cornerstone Advisory, LLC | 0.52% | Add +53.7% | 57,899 | $5.5M |
| Smartleaf Asset Management LLC | 0.19% | Add +11.4% | 57,898 | $5.3M |
| Arq Wealth Advisors, LLC | 0.95% | Add +1.5% | 55,660 | $5.2M |
| High Net Worth Advisory Group LLC | 1.21% | Add +1.7% | 55,187 | $5.2M |
| John A. Wolfe & Associates, Inc. | 7.96% | Add +885.1% | 54,971 | $5.2M |
| Manning & Napier Advisors LLC | 0.07% | Reduce -5.6% | 54,912 | $5.2M |
| Zhang Financial LLC | 0.18% | Add +8.6% | 54,420 | $5.1M |
| JFS Wealth Advisors, LLC | 0.29% | Reduce -1.7% | 54,298 | $5.1M |
| Gross & Hartman Investments LLC | 2.61% | Add +7.5% | 53,222 | $5.0M |
| Steelhead Wealth Management LLC | 2.52% | — | 52,756 | $5.0M |
| Note Advisors, LLC | 2.46% | Add +1.5% | 52,245 | $4.9M |
| Mission Hills Financial Advisory, LLC | 2.51% | Add +1.6% | 52,125 | $4.9M |
| Toronto Dominion Bank | 0.01% | No change | 51,877 | $4.9M |
| 5T Wealth, LLC | 1.78% | Reduce -5.6% | 47,687 | $4.5M |
| Strategic Blueprint, LLC | 0.26% | Add +1.4% | 46,782 | $4.4M |
| Investors Research Corp | 0.83% | Add +10.2% | 46,333 | $4.4M |
| 180 Wealth Advisors, LLC | 0.49% | Add +2.2% | 46,048 | $4.3M |
| First National Bank of Omaha | 0.13% | Reduce -1.4% | 47,059 | $4.3M |
| Cowa, LLC | 1.24% | Reduce -2.7% | 45,300 | $4.3M |
| Valmark Advisers, Inc. | 0.05% | Add +9.8% | 45,174 | $4.3M |
| Old National Bancorp | 0.07% | No change | 44,950 | $4.2M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.49% | Add +1.4% | 44,301 | $4.2M |
| Angeles Wealth Management, LLC | 0.23% | No change | 44,000 | $4.1M |
| Certified Advisory Corp | 0.37% | Add +1.5% | 43,480 | $4.1M |
| Safe Harbor Family Capital, LLC | 3.17% | Add +7.9% | 43,024 | $4.1M |
| Quantinno Capital Management LP | 0.01% | Add +57.1% | 41,527 | $3.9M |
| Duncan Williams Asset Management, LLC | 1.08% | Add +4.3% | 41,272 | $3.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +5.5% | 40,792 | $3.8M |
| Howe & Rusling Inc. | 0.25% | Add +12.9% | 40,703 | $3.8M |
| Arkadios Wealth Advisors | 0.06% | Add +3.6% | 39,879 | $3.8M |
| Montecito Bank & Trust | 0.61% | Reduce -5.4% | 39,156 | $3.7M |
| Stokes Family Office, LLC | 0.37% | Add +7.8% | 38,317 | $3.6M |
| FMR LLC | 0.00% | Add +10.0% | 38,194 | $3.6M |
| Ally Invest Advisors Inc. | 0.24% | Reduce -1.1% | 37,983 | $3.6M |
| D.A. Davidson & Co. | 0.02% | Add +265.6% | 37,875 | $3.6M |
| OMC Financial Services LTD | 1.38% | Add +64.2% | 37,821 | $3.6M |
| Wise Wealth Partners | 4.77% | Add +13.7% | 37,396 | $3.5M |
| Perissos Private Wealth Management, LLC | 3.02% | Reduce -14.9% | 36,965 | $3.5M |
| Richard W. Paul & Associates, LLC | 1.17% | Reduce -2.3% | 36,790 | $3.5M |
| SJS Investment Consulting Inc. | 0.42% | Add +15.8% | 36,649 | $3.5M |
| Advisory Services Network, LLC | 0.05% | Add +1.7% | 36,634 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +40.3% | 36,211 | $3.4M |
| Integrated Wealth Concepts LLC | 0.03% | Add +109.2% | 36,468 | $3.4M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -14.4% | 36,286 | $3.4M |
| TD Private Client Wealth LLC | 0.07% | Add +41.6% | 35,951 | $3.4M |
| Harbour Investments, Inc. | 0.05% | Add +145.5% | 35,937 | $3.4M |
| Squarepoint Ops LLC | 0.01% | New | 35,760 | $3.4M |
| Breakwater Investment Management | 1.24% | Reduce -0.1% | 35,491 | $3.3M |
| Navis Wealth Advisors, LLC | 1.70% | Reduce -10.2% | 35,442 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | New | 34,214 | $3.2M |
| Evolve Private Wealth, LLC | 0.17% | Add +2.7% | 33,690 | $3.2M |
| Element Wealth, LLC | 1.30% | Reduce -2.3% | 33,264 | $3.1M |
| CoreFirst Bank & Trust | 1.66% | Reduce -4.9% | 33,227 | $3.1M |
| Turning Point Benefit Group, Inc. | 1.98% | Reduce -42.6% | 32,629 | $3.1M |
| Sapient Capital LLC | 0.05% | Add +0.8% | 32,830 | $3.1M |
| Decker Retirement Planning Inc. | 1.40% | Add +4.5% | 32,768 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.3% | 32,704 | $3.1M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -49.7% | 31,791 | $3.0M |
| Roble, Belko & Company, Inc | 0.38% | Reduce -13.3% | 31,733 | $3.0M |
| Evanson Asset Management, LLC | 0.16% | Reduce -0.1% | 31,722 | $3.0M |
| Marino, Stram & Associates LLC | 0.54% | Reduce -33.1% | 31,694 | $3.0M |
| Rothschild Wealth LLC | 0.26% | Add +0.1% | 30,918 | $2.9M |
| Motco | 0.27% | Add +5.6% | 30,783 | $2.9M |
| Crews Bank & Trust | 0.42% | Reduce -1.9% | 30,459 | $2.9M |
| KFG Wealth Management, LLC | 0.37% | Add +20.4% | 30,311 | $2.9M |
| Asset One Wealth Management LLC | 0.31% | New | 29,021 | $2.8M |
| Copia Wealth Management | 1.95% | Add +553.3% | 30,071 | $2.8M |
| Fifth Third Bancorp | 0.01% | Add +455.0% | 29,849 | $2.8M |
| Cambridge Financial Group, LLC | 0.95% | Reduce -44.1% | 29,667 | $2.8M |
| NWF Advisory Services Inc. | 0.31% | Reduce -1.5% | 29,506 | $2.8M |
| Summit Financial, LLC | 0.04% | Add +33.1% | 29,258 | $2.8M |
| Allianz Asset Management GmbH | 0.00% | Add +14.9% | 28,705 | $2.7M |
| 10Elms LLP | 1.86% | Add +12.1% | 27,000 | $2.7M |
| Venturi Wealth Management, LLC | 0.12% | No change | 28,323 | $2.7M |
| Pathway Financial Advisers, LLC | 0.75% | New | 28,270 | $2.7M |
| Dickmeyer Boyce Financial Management, Inc. | 1.55% | — | 28,041 | $2.6M |
| Asset Dedication, LLC | 0.18% | Add +5740.8% | 27,218 | $2.6M |
| Proficio Capital Partners LLC | 0.14% | Add +120.1% | 27,205 | $2.6M |
| AMG Asset Management Group, Inc. | 1.96% | New | 26,756 | $2.5M |
| Meridian Wealth Management, LLC | 0.09% | Add +22.2% | 26,499 | $2.5M |
| Advus Financial Partners, LLC | 0.62% | Reduce -2.6% | 26,392 | $2.5M |
| Anchor Investment Management, LLC | 0.20% | Add +3.5% | 26,077 | $2.5M |
| Lido Advisors, LLC | 0.01% | Reduce -37.5% | 26,048 | $2.5M |
| Aptus Capital Advisors, LLC | 0.02% | Add +901.9% | 25,960 | $2.4M |
| TPG Advisors LLC | 1.51% | Add +8.6% | 25,754 | $2.4M |
| Milestone Asset Management Group, LLC | 1.42% | Add +7.4% | 25,694 | $2.4M |
| Daiichi Life Insurance Co., Ltd. | 0.07% | Reduce -16.1% | 25,560 | $2.4M |
| Park Avenue Securities LLC | 0.02% | Reduce -15.9% | 25,508 | $2.4M |
| Steel Grove Capital Advisors, LLC | 0.25% | Add +435.2% | 25,040 | $2.4M |
| Saxony Capital Management, LLC | 1.34% | Add +18.5% | 24,577 | $2.3M |
| Childress Capital Advisors, LLC | 0.41% | Add +4.3% | 24,400 | $2.3M |
| Interchange Capital Partners, LLC | 0.73% | Add +1.6% | 31,240 | $2.3M |
| Walter & Keenan Wealth Management LLC /in/ | 0.64% | Reduce -3.4% | 24,141 | $2.3M |
| Sara-Bay Financial | 0.68% | Add +20.9% | 23,905 | $2.3M |
| IFP Advisors, Inc | 0.05% | Add +24.9% | 23,877 | $2.3M |
| BG Investment Services, LLC | 1.86% | Add +24.6% | 23,844 | $2.2M |
| Plan Group Financial, LLC | 0.53% | Reduce -11.9% | 23,815 | $2.2M |
| BigSur Wealth Management LLC | 0.63% | Add +30.3% | 23,672 | $2.2M |
| Scotia Capital Inc. | 0.01% | Add +1.6% | 23,616 | $2.2M |
| Englebert Financial Advisers, LLC | 2.51% | Add +20.9% | 23,456 | $2.2M |
| Maseco LLP | 0.07% | Reduce -6.1% | 23,159 | $2.2M |
| MBA Advisors LLC | 0.83% | Add +4.4% | 22,925 | $2.2M |
| Integral Investment Advisors, Inc. | 0.54% | No change | 22,821 | $2.2M |
| US Bancorp \de | 0.00% | Reduce -12.7% | 22,763 | $2.1M |
| Donaldson Capital Management, LLC | 0.07% | Add +11.3% | 22,254 | $2.1M |
| Caprock Group, LLC | 0.05% | Reduce -8.1% | 22,205 | $2.1M |
| one8zero8, LLC | 0.47% | Add +2.4% | 22,187 | $2.1M |
| World Investment Advisors | 0.03% | Add +1.4% | 22,049 | $2.1M |
| Rosenberg Matthew Hamilton | 0.43% | Reduce -1.6% | 22,037 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Add +64.5% | 21,962 | $2.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +29.1% | 21,845 | $2.1M |
| Silverlake Wealth Management LLC | 0.43% | Add +1.6% | 21,628 | $2.0M |
| HBW Advisory Services LLC | 0.21% | Add +12.1% | 21,540 | $2.0M |
| Cozad Asset Management Inc. | 0.16% | Add +64.8% | 21,515 | $2.0M |
| Allworth Financial LP | 0.01% | Add +14.1% | 21,424 | $2.0M |
| Kuhn & Co Investment Counsel | 1.29% | Reduce -0.5% | 21,294 | $2.0M |
| AdvisorNet Financial, Inc | 0.10% | Reduce -8.4% | 20,828 | $2.0M |
| Nwam LLC | 0.11% | Add +3.0% | 20,824 | $2.0M |
| Access Investment Management LLC | 0.52% | Add +1.2% | 20,800 | $2.0M |
| Choreo, LLC | 0.02% | Add +69.3% | 20,708 | $2.0M |
| Selby Wealth Management, LLC | 0.77% | Add +241.6% | 20,647 | $1.9M |
| AQR Capital Management | 0.00% | Add +3.1% | 20,555 | $1.9M |
| Glass Jacobson Investment Advisors llc | 0.66% | Add +3.7% | 20,350 | $1.9M |
| Verity Asset Management, Inc. | 0.80% | Reduce -17.0% | 20,238 | $1.9M |
| Rockingstone Advisors LLC | 0.87% | Add +1.4% | 20,140 | $1.9M |
| Mosaic Financial Group, LLC | 1.34% | Add +0.5% | 20,029 | $1.9M |
| Yousif Capital Management, LLC | 0.02% | No change | 19,997 | $1.9M |
| Moseley Investment Management Inc. | 0.60% | Add +12.6% | 19,863 | $1.9M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +14.0% | 19,508 | $1.8M |
| Tempus Wealth Planning, LLC | 0.42% | Add +3.9% | 19,333 | $1.8M |
| Forest Hill Capital, LLC | 1.19% | No change | 19,200 | $1.8M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -2.6% | 19,096 | $1.8M |
| CGN Advisors LLC | 0.14% | Reduce -3.1% | 19,056 | $1.8M |
| Ankerstar Wealth, LLC | 1.89% | Add +51.5% | 19,046 | $1.8M |
| Talisman Wealth Advisors LLC | 1.44% | Reduce -18.3% | 18,968 | $1.8M |
| Alps Advisors Inc. | 0.01% | No change | 18,860 | $1.8M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +54.7% | 18,832 | $1.8M |
| Millstone Evans Group, LLC | 1.06% | Add +38.2% | 18,725 | $1.8M |
| TBH Global Asset Management, LLC | 0.35% | Reduce -79.2% | 18,661 | $1.8M |
| Oxinas Partners, LLC | 0.80% | Reduce -2.9% | 18,566 | $1.7M |
| PKS Advisory Services, LLC | 0.41% | New | 18,504 | $1.7M |
| FLC Capital Advisors | 0.32% | Add +45.1% | 18,460 | $1.7M |
| Monetary Solutions, Ltd | 1.68% | Add +0.9% | 18,413 | $1.7M |
| Western Wealth Management, LLC | 0.06% | Add +64.0% | 18,052 | $1.7M |
| Tandem Investment Partners LLC | 1.43% | New | 17,919 | $1.7M |
| Private Trust Co. NA | 0.15% | Reduce -0.3% | 17,839 | $1.7M |
| Elevation Point Wealth Partners, LLC | 0.04% | New | 17,706 | $1.7M |
| Apella Capital, LLC | 0.02% | Add +0.7% | 16,429 | $1.6M |
| Glenmede Trust Co. NA | 0.01% | Add +13.2% | 17,365 | $1.6M |
| Integrity Alliance, Llc. | 0.06% | Add +132.1% | 17,319 | $1.6M |
| Nikulski Financial, Inc. | 0.40% | Add +154.2% | 17,067 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +1.0% | 17,058 | $1.6M |
| Ascent Group, LLC | 0.06% | Add +0.7% | 16,944 | $1.6M |
| Spire Wealth Management | 0.05% | Add +16.9% | 16,826 | $1.6M |
| Principle Wealth Partners LLC | 0.09% | No change | 16,645 | $1.6M |
| Garton & Associates Financial Advisors LLC | 1.27% | Add +1.4% | 16,470 | $1.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -1.0% | 16,399 | $1.5M |
| Resolute Advisors LLC | 0.64% | Add +16.1% | 16,303 | $1.5M |
| OneAscent Financial Services LLC | 0.08% | Add +52.8% | 15,735 | $1.5M |
| Betterment LLC | 0.00% | Add +46.3% | 15,651 | $1.5M |
| Bravias Capital Group, LLC | 0.96% | Reduce -1.1% | 15,599 | $1.5M |
| Lanark Financial, Inc. | 0.11% | Add +359.5% | 15,500 | $1.5M |
| VestGen Advisors, LLC | 0.04% | New | 14,619 | $1.5M |
| Brighton Securities Corp. | 0.70% | Reduce -11.7% | 15,351 | $1.4M |
| PFG Advisors | 0.07% | Add +2.1% | 15,320 | $1.4M |
| First Citizens Asset Management, Inc. | 0.51% | Add +0.8% | 15,319 | $1.4M |
| Novem Group | 0.17% | Add +4.1% | 15,288 | $1.4M |
| SCS Capital Management LLC | 0.01% | Reduce -50.6% | 14,976 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -7.7% | 14,854 | $1.4M |
| Huntington National Bank | 0.01% | New | 14,709 | $1.4M |
| Paragon Financial Partners, Inc. | 0.78% | Add +77.0% | 13,829 | $1.4M |
| Cary Street Partners Investment Advisory LLC | 0.35% | Add +6.1% | 14,532 | $1.4M |
| CIBC Bancorp USA Inc. | 0.00% | — | 14,428 | $1.4M |
| GTS Securities LLC | 0.05% | New | 14,414 | $1.4M |
| Belpointe Asset Management LLC | 0.05% | Add +55.4% | 14,411 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.8% | 14,335 | $1.4M |
| Prospera Financial Services Inc | 0.02% | Reduce -63.9% | 14,301 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +35.6% | 14,074 | $1.3M |
| SpringVest Wealth Management LLC | 0.90% | New | 13,960 | $1.3M |
| Root Financial Partners, LLC | 0.06% | Add +80.2% | 13,875 | $1.3M |
| Creekside Partners | 0.54% | Add +2.4% | 13,811 | $1.3M |
| Two Sigma Securities, LLC | 0.15% | Add +306.5% | 13,805 | $1.3M |
| Roehl & Yi Investment Advisors, LLC | 0.49% | Add +0.7% | 13,755 | $1.3M |
| Harvest Investment Services, LLC | 0.23% | No change | 13,597 | $1.3M |
| New Republic Capital, LLC | 0.42% | Reduce -1.8% | 13,316 | $1.3M |
| Compound Planning, Inc. | 0.04% | Add +1.1% | 13,235 | $1.2M |
| McNamara Financial Services, Inc. | 0.24% | Reduce -1.8% | 13,221 | $1.2M |
| Glen Eagle Advisors, LLC | 0.17% | Add +65.5% | 13,209 | $1.2M |
| Harbor Asset Planning, Inc. | 1.05% | Add +2.4% | 13,204 | $1.2M |
| MN Wealth Advisors, LLC | 0.59% | Add +0.7% | 12,940 | $1.2M |
| Charter Oak Capital Management, LLC | 0.09% | Add +15.1% | 12,876 | $1.2M |
| Morris Financial Concepts, Inc. | 0.41% | Add +8.0% | 12,819 | $1.2M |
| CoreCap Advisors, LLC | 0.04% | Add +100.5% | 12,748 | $1.2M |
| GSG Advisors LLC | 0.31% | Add +0.3% | 12,680 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Reduce -4.7% | 12,629 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Reduce -33.6% | 12,533 | $1.2M |
| Absolute Capital Management, LLC | 0.39% | Add +0.5% | 12,494 | $1.2M |
| Brookstone Capital Management | 0.01% | Add +58.8% | 12,386 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Add +25.1% | 12,371 | $1.2M |
| Simon Quick Advisors, LLC | 0.05% | No change | 12,310 | $1.2M |
| American National Bank of Texas | 1.10% | Reduce -1.7% | 12,301 | $1.2M |
| M Holdings Securities, Inc. | 0.08% | No change | 12,296 | $1.2M |
| Pinnacle Associates Ltd. | 0.01% | Reduce -3.5% | 11,914 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +26.0% | 11,891 | $1.1M |
| Wealthspire Retirement, LLC | 0.07% | Add +1.1% | 11,887 | $1.1M |
| Formidable Asset Management, LLC | 0.17% | Add +2.3% | 12,426 | $1.1M |
| Investment Counsel Co. of Nevada | 2.51% | Add +101.9% | 11,861 | $1.1M |
| Collective Family Office LLC | 0.25% | Reduce -9.8% | 11,857 | $1.1M |
| Fagan Associates, Inc. | 0.15% | Reduce -0.7% | 11,608 | $1.1M |
| National Bank of Canada | 0.00% | Add +50.1% | 11,563 | $1.1M |
| CNB Bank | 0.46% | Add +432.3% | 11,551 | $1.1M |
| BlackRock, Inc. | 0.00% | Add +844.1% | 11,537 | $1.1M |
| Ieq Capital, LLC | 0.01% | Reduce -42.5% | 11,536 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +0.0% | 11,515 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.03% | New | 11,496 | $1.1M |
| Roof Eidam Maycock Peralta, LLC | 0.25% | No change | 11,442 | $1.1M |
| SigFig Wealth Management, LLC | 0.03% | Add +18.2% | 11,430 | $1.1M |
| Barnes Wealth Management Group, Inc | 0.55% | Reduce -2.7% | 11,397 | $1.1M |
| Brown Advisory Inc. | 0.00% | Reduce -1.3% | 11,385 | $1.1M |
| Align Financial, LLC | 0.61% | Reduce -98.9% | 11,326 | $1.1M |
| FAS Wealth Partners, Inc. | 0.07% | Reduce -0.5% | 11,174 | $1.1M |
| Arlington Trust Co LLC | 0.09% | Reduce -96.3% | 11,169 | $1.1M |
| Composition Wealth, LLC | 0.01% | Add +5.5% | 11,129 | $1.0M |
| IHT Wealth Management, LLC | 0.02% | Reduce -35.0% | 11,102 | $1.0M |
| Seamount Financial Group Inc. | 0.47% | Add +9.1% | 11,101 | $1.0M |
| Harpswell Capital Advisors, LLC | 0.77% | No change | 11,000 | $1.0M |
| Tudor Financial Inc. | 0.52% | Add +1.0% | 10,858 | $1.0M |
| Cottage Street Advisors LLC | 0.44% | Add +37.6% | 10,717 | $1.0M |
| Camden National Bank | 0.14% | Reduce -1.8% | 10,621 | $1.0M |
| StrongBox Wealth, LLC | 0.32% | Add +27.7% | 10,505 | $990K |
| CVA Family Office, LLC | 0.10% | Reduce -1.6% | 10,483 | $988K |
| Ifrah Financial Services, Inc. | 0.26% | Reduce -2.5% | 10,370 | $977K |
| Mascagni Wealth Management, Inc. | 0.69% | Reduce -1.2% | 10,307 | $971K |
| Webster Bank, N. A. | 0.09% | No change | 10,244 | $965K |
| Ceera Investments, LLC | 0.42% | New | 10,230 | $964K |
| Vickerman Investment Advisors, Inc. | 0.20% | Add +29.5% | 10,176 | $959K |
| My Personal CFO, LLC | 0.42% | New | 10,084 | $950K |
| SouthState Bank Corp | 0.04% | New | 10,065 | $949K |
| Geneos Wealth Management Inc. | 0.02% | Add +213.2% | 10,045 | $947K |
| AE Wealth Management LLC | 0.01% | Add +4.4% | 10,028 | $945K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -0.2% | 9,977 | $940K |
| Old Mission Investment Co LLC | 0.22% | Reduce -1.5% | 9,968 | $939K |
| Sage Capital Advisors,llc | 0.21% | Add +12.0% | 9,683 | $913K |
| Gateway Wealth Partners, LLC | 0.04% | Add +106.1% | 9,517 | $897K |
| STAR Financial Bank | 0.42% | Reduce -2.2% | 9,500 | $895K |
| Winebrenner Capital Management LLC | 0.57% | Add +9.1% | 9,396 | $885K |
| Busey Bank | 0.02% | No change | 9,369 | $883K |
| Meridian Financial Advisors, LLC | 0.48% | Reduce -4.2% | 9,336 | $880K |
| Thrive Capital Management, LLC | 0.19% | Reduce -10.6% | 9,229 | $870K |
| Panoramic Investment Advisors, LLC | 0.47% | Add +8.3% | 9,175 | $865K |
| Cape Ann Savings Bank | 0.43% | New | 9,166 | $864K |
| Infinity Wealth Counsel, LLC | 0.79% | No change | 9,104 | $858K |
| Spirepoint Private Client, LLC | 0.08% | New | 9,050 | $853K |
| Fortis Capital Advisors, LLC | 0.11% | Add +136.7% | 9,029 | $851K |
| Xcelsior Advisor Partners LLC | 0.32% | No change | 9,003 | $848K |
| Fidelis Capital Partners, LLC | 0.06% | No change | 8,967 | $845K |
| Acorn Financial Advisory Services Inc. | 0.12% | Add +11.3% | 8,926 | $841K |
| Johnson Investment Counsel Inc. | 0.01% | Add +2.2% | 8,893 | $838K |
| Pension & Wealth Management Advisors, Inc. | 0.25% | Add +2.7% | 8,776 | $827K |
| Triad Wealth Partners, LLC | 0.07% | Add +82.2% | 8,775 | $827K |
| Cresset Asset Management, LLC | 0.00% | Add +29.9% | 8,732 | $823K |
| Fiduciary Financial Group, LLC | 0.11% | Add +62.0% | 8,666 | $817K |
| TMB Capital Partners, LLC | 0.27% | Add +4.3% | 8,640 | $814K |
| First Manhattan Co. Llc. | 0.00% | No change | 8,640 | $814K |
| Arwa LLC | 0.40% | Reduce -8.7% | 8,270 | $812K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -4.6% | 8,612 | $812K |
| XML Financial, LLC | 0.07% | Reduce -0.4% | 8,600 | $810K |
| Brooks, Moore & Associates, Inc. | 0.40% | Add +1.8% | 8,550 | $806K |
| HF Advisory Group, LLC | 0.27% | Add +28.7% | 8,493 | $800K |
| Apollon Financial, LLC | 0.11% | Add +23.2% | 8,488 | $800K |
| Pacific Financial Group Inc. | 0.42% | Add +19.3% | 8,283 | $781K |
| Simplicity Wealth,LLC | 0.04% | Reduce -2.6% | 8,280 | $780K |
| Keudell/Morrison Wealth Management | 0.16% | Add +0.3% | 8,232 | $776K |
| Summit Wealth Group, LLC | 0.18% | Add +0.1% | 8,203 | $773K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.5% | 8,192 | $772K |
| Signal Advisors Wealth, LLC | 0.05% | Add +0.3% | 8,148 | $768K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.13% | Add +162.9% | 8,147 | $768K |
| Laurel Oak Wealth Management, LLC | 0.13% | Reduce -9.3% | 8,145 | $768K |
| Aspen Wealth Strategies, LLC | 0.40% | Add +15.3% | 7,979 | $752K |
| Madison Wealth Partners, Inc | 0.12% | Add +11.6% | 7,929 | $747K |
| HighPoint Advisor Group LLC | 0.03% | Reduce -0.9% | 7,856 | $740K |
| Apollon Wealth Management, LLC | 0.01% | Add +14.5% | 7,822 | $737K |
| Modern Wealth Management, LLC | 0.01% | Reduce -5.0% | 7,751 | $736K |
| Savvy Advisors, Inc. | 0.02% | Add +26.1% | 7,791 | $734K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +154.9% | 7,788 | $734K |
| Fonville Wealth Management LLC | 0.14% | Add +0.4% | 7,774 | $733K |
| Wilkins Miller Wealth Management, LLC | 0.44% | Add +8.6% | 7,689 | $725K |
| Factor Wealth Management LTD | 0.14% | Reduce -20.3% | 7,660 | $722K |
| Sageworth Trust Co | 0.03% | No change | 7,657 | $722K |
| GC Wealth Management RIA, LLC | 0.03% | Add +30.2% | 7,581 | $714K |
| Pasadena Private Wealth, LLC | 0.10% | Add +9.4% | 7,535 | $710K |
| Cascades Capital Asset Management, LLC | 0.30% | New | 7,520 | $709K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 7,516 | $708K |
| Snowden Capital Advisors LLC | 0.02% | Add +165.0% | 7,513 | $708K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 7,757 | $698K |
| Legacy Private Trust Co. | 0.04% | No change | 7,330 | $691K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 7,327 | $691K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Reduce -6.8% | 7,289 | $687K |
| Monarch Capital Management Inc. | 0.17% | Add +44.3% | 7,279 | $686K |
| Sovereign Financial Group, Inc. | 0.12% | No change | 7,275 | $686K |
| Vise Technologies, Inc. | 0.01% | No change | 7,608 | $685K |
| North Star Investment Management Corp. | 0.04% | Add +97.7% | 7,257 | $684K |
| Moneco Advisors, LLC | 0.05% | Add +112.4% | 7,228 | $681K |
| Bath Savings Trust Co | 0.07% | New | 7,206 | $679K |
| Berkeley Capital Partners, LLC | 0.16% | Add +4.1% | 7,164 | $675K |
| First National Bank of Mount Dora, Trust Investment Services | 0.15% | No change | 7,148 | $674K |
| Proathlete Wealth Management LLC | 0.18% | No change | 7,048 | $664K |
| Axxcess Wealth Management, LLC | 0.02% | New | 7,026 | $662K |
| Financial Insights, Inc. | 0.21% | Add +1.4% | 7,008 | $660K |
| Ascentis Independent Advisors | 0.05% | New | 6,912 | $651K |
| Wealth Dimensions Group, Ltd. | 0.13% | Reduce -5.7% | 6,832 | $644K |
| Evoke Wealth, LLC | 0.01% | No change | 6,780 | $639K |
| Disciplined Investors, L.L.C. | 0.38% | Reduce -6.5% | 6,773 | $638K |
| Tred Avon Family Wealth, LLC | 0.21% | Reduce -1.7% | 6,658 | $627K |
| Cascade Financial Partners, LLC | 0.06% | No change | 6,628 | $625K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +0.7% | 6,590 | $621K |
| Net Worth Advisory Group | 0.13% | Add +9.1% | 6,544 | $617K |
| Stonebridge Financial Planning Group, LLC | 0.22% | New | 6,468 | $610K |
| Cura Wealth Advisors, LLC | 0.27% | Add +83.0% | 6,450 | $608K |
| DMKC Advisory Services, LLC | 0.25% | No change | 6,397 | $603K |
| Clearstead Advisors, LLC | 0.01% | Add +13.6% | 6,351 | $598K |
| Cibc World Market Inc. | 0.00% | Add +4.7% | 6,266 | $591K |
| 17 Capital Partners, LLC | 0.30% | New | 6,130 | $578K |
| Florida Financial Advisors, LLC | 0.14% | New | 6,108 | $576K |
| Friday Financial | 0.20% | Add +0.6% | 6,098 | $575K |
| Capital Advisors, Ltd. LLC | 0.06% | New | 6,047 | $570K |
| Stuart Investment Advisors, Inc. | 0.25% | New | 6,010 | $566K |
| Red Tortoise LLC | 0.24% | Add +0.8% | 6,005 | $566K |
| Patten Group, Inc. | 0.10% | Add +18.4% | 5,920 | $558K |
| Wellington-Altus USA Inc. | 0.33% | Add +33.8% | 5,680 | $558K |
| Essex Bank | 0.12% | Add +132.0% | 5,904 | $556K |
| Beacon Financial Advisory LLC | 0.13% | Add +1.3% | 5,898 | $556K |
| Capital Analysts, LLC | 0.01% | Add +9.6% | 5,864 | $552K |
| Luminvest Wealth Management LLC | 0.14% | No change | 5,832 | $550K |
| Visionary Wealth Advisors | 0.02% | Reduce -5.3% | 5,832 | $550K |
| Westbourne Investments, Inc. | 0.26% | Add +2.4% | 5,745 | $541K |
| MCF Advisors LLC | 0.02% | Reduce -23.4% | 5,743 | $541K |
| AlphaCore Capital LLC | 0.01% | Add +21.9% | 5,683 | $536K |
| Bell Bank | 0.02% | Add +6.1% | 5,672 | $535K |
| Sowell Financial Services LLC | 0.02% | New | 5,633 | $531K |
| Pegasus Asset Management, Inc. | 0.17% | Add +0.4% | 5,612 | $529K |
| Northcape Wealth Management, LLC | 0.14% | Reduce -7.4% | 5,570 | $525K |
| Financially in Tune, LLC | 0.45% | Reduce -3.5% | 5,535 | $522K |
| Quadrant Capital Group LLC | 0.02% | No change | 5,497 | $518K |
| Main Street Financial Solutions, LLC | 0.04% | Add +2.0% | 5,490 | $517K |
| Integris Wealth Management, LLC | 0.12% | Add +0.1% | 5,398 | $509K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | Reduce -0.9% | 5,395 | $508K |
| TRUE Private Wealth Advisors | 0.05% | Reduce -0.0% | 5,311 | $501K |
| Evergreen Capital Management LLC | 0.01% | Reduce -63.9% | 5,300 | $499K |
| Dover Advisors, LLC | 0.21% | Reduce -4.6% | 5,287 | $498K |
| McCarter Private Wealth Services LLC | 0.22% | No change | 5,278 | $497K |
| Parsons Capital Management Inc. | 0.02% | Add +1.6% | 5,217 | $492K |
| Transcend Capital Advisors, LLC | 0.04% | Add +5.4% | 5,196 | $490K |
| Lantern Wealth Advisors, LLC | 0.25% | Add +8.4% | 5,158 | $486K |
| Advyzon Investment Management, LLC | 0.04% | New | 5,123 | $483K |
| Endeavor Private Wealth, Inc. | 0.14% | No change | 5,100 | $481K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +28.3% | 5,097 | $480K |
| RDA Financial Network | 0.12% | Add +6.0% | 5,091 | $480K |
| Balboa Wealth Partners | 0.08% | Reduce -0.2% | 5,079 | $479K |
| First Horizon Corp. | 0.02% | Add +26.4% | 5,018 | $473K |
| International Assets Investment Management, LLC | 0.03% | Reduce -3.6% | 4,970 | $472K |
| Mattern Wealth Management LLC | 0.09% | No change | 5,000 | $471K |
| Level Wealth Management LLC | 0.22% | Add +0.7% | 4,945 | $466K |
| Independence Asset Advisors, LLC | 0.17% | Add +51.3% | 4,918 | $463K |
| Ipsen Advisor Group LLC | 0.32% | Reduce -6.2% | 4,911 | $463K |
| StoneX Group Inc. | 0.02% | Reduce -16.8% | 4,912 | $463K |
| Newport Capital Group, LLC | 0.28% | No change | 4,807 | $453K |
| Collaborative Wealth Managment Inc. | 0.21% | Reduce -17.1% | 4,802 | $453K |
| Atticus Wealth Management, LLC | 0.12% | Add +10.4% | 4,784 | $451K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 4,765 | $449K |
| Westshore Wealth, LLC | 0.16% | No change | 4,756 | $448K |
| Opal Wealth Advisors, LLC | 0.10% | Add +4.2% | 4,733 | $446K |
| Schiavi & Co LLC | 0.13% | Add +0.8% | 4,704 | $443K |
| Aldebaran Financial Inc. | 0.41% | No change | 4,600 | $434K |
| Cahill Financial Advisors Inc. | 0.05% | Add +0.3% | 4,563 | $430K |
| Kirtland Hills Capital Management, LLC | 0.13% | New | 4,287 | $421K |
| HB Wealth Management, LLC | 0.00% | Reduce -6.1% | 4,430 | $418K |
| Prosperitas Financial LLC | 0.16% | Add +12.2% | 4,430 | $417K |
| Level Four Advisory Services, LLC | 0.01% | Add +42.7% | 4,401 | $415K |
| Invested Advisors | 0.42% | Reduce -0.9% | 4,377 | $412K |
| COFG Advisors, LLC | 0.10% | Reduce -2.5% | 4,373 | $412K |
| Wealth Advisors of Iowa, LLC | 0.13% | New | 4,373 | $412K |
| Bank of New York Mellon Corp | 0.00% | Add +3.1% | 4,339 | $409K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.10% | New | 4,300 | $405K |
| Cardiff Park Advisors, LLC | 0.03% | Reduce -58.2% | 4,258 | $401K |
| Alexander Labrunerie & Co., Inc. | 0.15% | New | 4,237 | $399K |
| Bell Investment Advisors, Inc | 0.06% | Add +0.9% | 4,210 | $397K |
| City State Bank | 0.10% | Add +25.3% | 4,210 | $397K |
| C M Bidwell & Associates Ltd. | 0.18% | No change | 4,204 | $396K |
| Northern Trust Corp. | 0.00% | Reduce -38.4% | 4,201 | $396K |
| Castle Wealth Management LLC | 0.13% | Add +6.1% | 4,161 | $392K |
| Mission Wealth Management, LP | 0.01% | No change | 4,153 | $391K |
| 3Chopt Investment Partners, LLC | 0.09% | Add +0.7% | 4,144 | $391K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +33.5% | 4,113 | $388K |
| Gryphon Financial Partners LLC | 0.04% | Add +34.6% | 4,080 | $385K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +18.0% | 4,040 | $381K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -18.3% | 4,031 | $380K |
| FOCUS Wealth Advisors, LLC | 0.18% | No change | 4,009 | $378K |
| Vontobel Holding Ltd. | 0.00% | New | 4,000 | $377K |
| Renaissance Technologies | 0.00% | New | 4,000 | $377K |
| Cornerstone Financial Management LLC | 0.35% | Reduce -7.5% | 3,995 | $376K |
| Savant Capital, LLC | 0.00% | Add +44.1% | 3,976 | $375K |
| Fiduciary Alliance LLC | 0.02% | Reduce -1.9% | 3,757 | $373K |
| Van Den Berg Management I, Inc. | 0.09% | Reduce -2.8% | 3,960 | $373K |
| Hyundai Investments Co., Ltd. | 0.42% | Reduce -35.5% | 4,065 | $373K |
| Facet Wealth, Inc. | 0.01% | Add +82.0% | 3,949 | $372K |
| Parallel Advisors, LLC | 0.01% | Add +12.0% | 3,911 | $369K |
| Waterway Wealth Management, LLC | 0.08% | New | 3,850 | $363K |
| Quartz Partners, LLC | 0.14% | Add +3.8% | 3,844 | $362K |
| Leavell Investment Management, Inc. | 0.01% | Add +23.7% | 3,839 | $362K |
| GLOBALT Investments LLC / GA | 0.01% | Reduce -1.4% | 3,805 | $359K |
| Holderness Investments Co. | 0.07% | New | 3,801 | $358K |
| Thompson Davis & Co., Inc. | 0.24% | Add +41.5% | 3,750 | $353K |
| Vanguard Advisers Inc. | 0.00% | — | 3,728 | $351K |
| NewEdge Wealth, LLC | 0.00% | Add +4.4% | 3,707 | $349K |
| Baron Wealth Management LLC | 0.10% | Add +0.8% | 3,687 | $347K |
| Wealth Management Associates, Inc. | 0.12% | Add +2.8% | 3,655 | $344K |
| Cape Investment Advisory, Inc. | 0.11% | Add +15.1% | 3,649 | $344K |
| Avior Wealth Management, LLC | 0.01% | Reduce -1.0% | 3,620 | $341K |
| Causey Wealth LLC | 0.14% | Add +24.3% | 3,618 | $341K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.14% | No change | 3,600 | $339K |
| Freestone Capital Holdings, LLC | 0.01% | Add +41.1% | 3,516 | $331K |
| Mason Investment Advisory Services, Inc. | 0.02% | No change | 3,514 | $331K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -30.7% | 3,505 | $330K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +40.0% | 3,500 | $330K |
| Legacy Trust | 0.06% | No change | 3,500 | $330K |
| IRON Financial LLC | 0.14% | Add +0.5% | 3,484 | $328K |
| Outbound Financial Inc | 0.25% | No change | 3,480 | $328K |
| Platform Technology Partners | 0.06% | New | 3,467 | $327K |
| Mainsail Asset Management, LLC | 0.15% | Add +0.6% | 3,455 | $326K |
| SWS Partners | 0.08% | Add +0.1% | 3,429 | $323K |
| Rainier Family Wealth Inc. | 0.21% | No change | 3,400 | $320K |
| Koshinski Asset Management, Inc. | 0.02% | Add +10.1% | 3,395 | $320K |
| Curi Capital, LLC | 0.01% | Add +10.0% | 3,394 | $320K |
| Perigon Wealth Management, LLC | 0.01% | Add +6.0% | 3,387 | $319K |
| OakTrust Wealth Advisors, LLC | 0.29% | Add +0.8% | 3,371 | $318K |
| Avestar Capital, LLC | 0.02% | Add +8.8% | 3,349 | $316K |
| Intentional Wealth Strategies, LLC | 0.29% | — | 3,333 | $314K |
| Lewis Asset Management, LLC | 0.13% | No change | 3,325 | $313K |
| Accredited Investors Inc. | 0.02% | Add +43.9% | 3,324 | $313K |
| M Wealth Management, LLC | 0.26% | No change | 3,290 | $310K |
| Mraz, Amerine & Associates, Inc. | 0.05% | Reduce -16.7% | 3,290 | $310K |
| Indivisible Partners | 0.03% | New | 3,280 | $309K |
| SMART Wealth LLC | 0.09% | New | 3,240 | $305K |
| Staley Capital Advisers Inc. | 0.01% | No change | 3,200 | $302K |
| Empower Advisory Group, LLC | 0.00% | Add +2.1% | 3,161 | $298K |
| Nestegg Advisors, Inc. | 0.26% | Add +0.8% | 3,104 | $293K |
| Porter White Investment Advisors, Inc. | 0.12% | New | 3,098 | $292K |
| Allegheny Financial Group | 0.04% | Add +0.8% | 3,080 | $290K |
| Winthrop Advisory Group LLC | 0.02% | Add +3.4% | 3,079 | $290K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +4.0% | 3,070 | $289K |
| Destination Wealth Management | 0.01% | New | 3,068 | $289K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | Add +5.2% | 3,033 | $286K |
| Fifth Third Securities, Inc. | 0.02% | New | 3,006 | $283K |
| Titleist Asset Management, LLC | 0.02% | New | 3,001 | $283K |
| Florida Trust Wealth Management Co | 0.01% | No change | 3,000 | $283K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -10.1% | 2,988 | $282K |
| Tompkins Financial Corp. | 0.02% | New | 2,953 | $278K |
| Gutierrez Wealth Advisory, LLC | 0.17% | New | 2,947 | $278K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 2,922 | $276K |
| Alchemi Wealth, LLC | 0.15% | Add +10.4% | 2,915 | $275K |
| Brady Martz Wealth Solutions, LLC | 0.05% | No change | 2,914 | $275K |
| Oakmont Advisory Group, LLC | 0.28% | Reduce -4.9% | 2,907 | $274K |
| Yukon Wealth Management, Inc. | 0.16% | No change | 2,886 | $272K |
| Abacus Planning Group, Inc. | 0.04% | No change | 2,882 | $272K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 2,750 | $270K |
| Integrity Advisory Solutions, LLC | 0.04% | Add +1.5% | 2,856 | $269K |
| Breakwater Capital Group | 0.03% | Add +0.9% | 2,744 | $259K |
| LiftPoint Family Wealth Advisors LLC | 0.21% | New | 2,729 | $257K |
| apricus wealth, LLC | 0.12% | No change | 2,700 | $254K |
| Redwood Investment Management, LLC | 0.03% | Reduce -2.8% | 2,693 | $254K |
| Kovack Advisors, Inc. | 0.01% | Add +0.2% | 2,671 | $253K |
| Lodestar Private Asset Management LLC | 0.02% | New | 2,675 | $252K |
| Shepherd Street Advisors LLC | 0.25% | Add +4.0% | 2,639 | $249K |
| Atlantic Private Wealth, LLC | 0.16% | No change | 2,632 | $248K |
| First National Bank Sioux Falls | 0.07% | No change | 2,500 | $248K |
| JT Stratford LLC | 0.03% | Add +4.0% | 2,612 | $246K |
| Investment Management Trust, LLC | 0.24% | — | 2,611 | $246K |
| Brown Miller Wealth Management, LLC | 0.07% | Reduce -7.4% | 2,574 | $243K |
| Wealth Alliance, LLC | 0.02% | Add +12.5% | 2,572 | $242K |
| Wedbush Securities Inc. | 0.01% | New | 2,570 | $242K |
| Gradient Capital Advisors, LLC | 0.06% | Reduce -11.6% | 2,558 | $241K |
| DiPaolo Financial Group, Inc. | 0.18% | Add +9.8% | 2,557 | $241K |
| Raffa Wealth Management, LLC | 0.04% | No change | 2,552 | $241K |
| Uptick Partners, LLC | 0.05% | New | 2,533 | $239K |
| Libra Wealth LLC | 0.07% | No change | 2,525 | $238K |
| Coordinated Financial Services, Inc. | 0.14% | New | 2,521 | $238K |
| Concord Wealth Partners | 0.03% | No change | 2,500 | $236K |
| Hexagon Capital Partners LLC | 0.03% | New | 2,496 | $235K |
| Breachway Investments LLC | 0.23% | Add +0.7% | 2,476 | $235K |
| White Lighthouse Investment Management Inc. | 0.03% | Add +2.1% | 2,493 | $235K |
| Commonwealth Retirement Investments LLC | 0.07% | Reduce -3.5% | 2,486 | $234K |
| Ami Investment Management Inc. | 0.05% | Add +2.7% | 2,480 | $234K |
| Fortis Group Advisors, LLC | 0.04% | Reduce -87.8% | 2,361 | $233K |
| Citizens Financial Group Inc. | 0.00% | Reduce -38.9% | 2,429 | $229K |
| Clark Asset Management, LLC | 0.02% | Add +5.5% | 2,400 | $226K |
| Discipline Wealth Solutions, LLC | 0.02% | Reduce -39.3% | 2,377 | $224K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +2.7% | 2,357 | $222K |
| Creative Financial Designs Inc. | 0.01% | Reduce -1.7% | 2,352 | $222K |
| J. Safra Sarasin Holding AG | 0.00% | New | 2,396 | $220K |
| Fisher Asset Management | 0.00% | New | 2,315 | $218K |
| Trilogy Capital Inc. | 0.01% | New | 2,312 | $218K |
| Money Concepts Capital Corp. | 0.01% | No change | 2,308 | $218K |
| Shelton Capital Management | 0.00% | New | 2,307 | $217K |
| Hutchens & Kramer Investment Management Group, LLC | 0.07% | New | 2,303 | $217K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | New | 2,300 | $217K |
| Ritholtz Wealth Management | 0.00% | New | 2,293 | $216K |
| Vantage Point Financial LLC | 0.08% | Add +0.1% | 2,292 | $216K |
| Bill Few Associates, Inc. | 0.05% | No change | 2,282 | $215K |
| Advisor OS, LLC | 0.02% | Add +0.1% | 2,278 | $215K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 2,275 | $214K |
| Wesbanco Bank Inc. | 0.01% | New | 2,274 | $214K |
| Focused Alpha, LLC | 0.07% | Add +0.8% | 2,259 | $213K |
| Creative Capital Management Investments LLC | 0.06% | No change | 2,252 | $212K |
| Syverson Strege & Co | 0.05% | No change | 2,251 | $212K |
| Chokshi & Queen Wealth Advisors, Inc | 0.11% | New | 2,211 | $208K |
| Bogart Wealth, LLC | 0.01% | Reduce -6.2% | 2,182 | $206K |
| BLVD Private Wealth, LLC | 0.18% | New | 2,178 | $205K |
| United Advisor Group, LLC | 0.03% | New | 2,164 | $204K |
| Estate Counselors, LLC | 0.02% | New | 2,145 | $202K |
| Eastover Investment Advisors LLC | 0.09% | New | 2,144 | $202K |
| Verdence Capital Advisors LLC | 0.01% | Reduce -27.6% | 2,144 | $202K |
| KERR FINANCIAL PLANNING Corp | 0.14% | Reduce -47.8% | 1,306 | $202K |
| GAMMA Investing LLC | 0.01% | Reduce -1.1% | 2,069 | $195K |
| Signature Equity Partners, LLC | 0.10% | Add +111.2% | 2,034 | $192K |
| Richardson Financial Services Inc. | 0.11% | No change | 1,932 | $182K |
| Silver Grove Financial Group, Inc. | 0.14% | New | 1,805 | $170K |
| Team Financial Group, LLC | 0.08% | Reduce -10.0% | 1,789 | $169K |
| Bfsg, LLC | 0.02% | Add +0.2% | 1,703 | $160K |
| Stone House Investment Management, LLC | 0.03% | Add +1.1% | 1,623 | $153K |
| Nalls Sherbakoff Group, LLC | 0.11% | No change | 1,575 | $148K |
| Wells Financial Advisors INC | 0.67% | Add +2515.0% | 1,569 | $148K |
| Arax Advisory Partners | 0.00% | Add +15.1% | 1,496 | $141K |
| Colonial Trust Co / SC | 0.02% | Add +13.6% | 1,494 | $141K |
| Global Trust Asset Management, LLC | 0.05% | New | 1,460 | $138K |
| Adirondack Trust Co. | 0.05% | Add +80.9% | 1,447 | $136K |
| Dunhill Financial, LLC | 0.03% | Add +22.9% | 1,442 | $136K |
| Colonial Trust Advisors | 0.01% | No change | 1,412 | $133K |
| BankPlus Trust Department | 0.03% | No change | 1,340 | $126K |
| TFC Financial Management, Inc. | 0.02% | No change | 1,328 | $125K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -1.1% | 1,306 | $123K |
| Adkins Seale Capital Management LLC | 0.11% | No change | 1,231 | $116K |
| Franklin Resources Inc. | 0.00% | No change | 1,231 | $116K |
| Kentucky Trust Co | 0.06% | No change | 1,200 | $113K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 1,182 | $111K |
| Signaturefd, LLC | 0.00% | Add +4.6% | 1,163 | $110K |
| Ameriflex Group, Inc. | 0.05% | No change | 1,140 | $107K |
| Smithfield Trust Co | 0.00% | Add +144.5% | 1,127 | $106K |
| Richards, Merrill & Peterson, Inc. | 0.04% | No change | 1,094 | $103K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -33.0% | 1,082 | $102K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,023 | $96K |
| Leo H. Evart, Inc. | 0.08% | — | 985 | $93K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 964 | $92K |
| Tidemark, LLC | 0.02% | No change | 953 | $90K |
| Rossby Financial, LCC | 0.02% | Add +361.8% | 942 | $89K |
| Topsail Wealth Management, LLC | 0.01% | Reduce -32.9% | 842 | $79K |
| UMB Bank, n.a. | 0.00% | No change | 806 | $76K |
| Consultiva Wealth Management, Corp. | 0.22% | No change | 787 | $74K |
| Hurley Capital, LLC | 0.04% | Add +0.8% | 762 | $72K |
| WPG Advisers, LLC | 0.05% | Reduce -10.3% | 730 | $69K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 708 | $67K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 700 | $66K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 675 | $64K |
| Napier Financial, LLC | 0.01% | New | 650 | $61K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.3% | 639 | $60K |
| Larson Financial Group LLC | 0.00% | Add +424.0% | 634 | $60K |
| CX Institutional | 0.00% | Add +26.2% | 627 | $59K |
| Bay Harbor Wealth Management, LLC | 0.02% | No change | 623 | $59K |
| MPWM Advisory Solutions, LLC | 0.03% | New | 611 | $58K |
| Bayban | 0.05% | Reduce -58.2% | 608 | $57K |
| Blume Capital Management, Inc. | 0.01% | No change | 606 | $57K |
| Tsfg, LLC | 0.01% | Add +0.7% | 591 | $56K |
| Destiny Wealth Partners, LLC | 0.01% | New | 591 | $56K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +0.7% | 572 | $54K |
| Crewe Advisors LLC | 0.00% | No change | 569 | $54K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 533 | $50K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 527 | $50K |
| Winthrop Capital Management, LLC | 0.01% | Add +0.4% | 512 | $48K |
| WealthShield Partners, LLC | 0.01% | No change | 503 | $47K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 492 | $46K |
| Kimelman & Baird, LLC | 0.00% | No change | 488 | $46K |
| St Germain D J Co. Inc. | 0.00% | No change | 455 | $43K |
| POM Investment Strategies, LLC | 0.05% | Add +961.9% | 446 | $42K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 426 | $40K |
| Hara Capital LLC | 0.02% | No change | 400 | $38K |
| Eastern Bank | 0.00% | No change | 395 | $37K |
| Triumph Capital Management | 0.01% | No change | 382 | $36K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 369 | $35K |
| Kingdom Financial Group LLC. | 0.01% | Add +212.7% | 369 | $35K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.6% | 359 | $34K |
| Horizon Investments, LLC | 0.00% | New | 358 | $34K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +68.4% | 357 | $34K |
| LRI Investments, LLC | 0.00% | New | 353 | $33K |
| American Capital Advisory, LLC | 0.01% | No change | 350 | $33K |
| Meramec Financial Planners, LLC | 0.01% | Add +0.9% | 328 | $33K |
| Westside Investment Management, Inc. | 0.00% | No change | 341 | $32K |
| Robinswood Financial LLC | 0.01% | Add +110.2% | 330 | $31K |
| EPG Wealth Management LLC | 0.01% | Add +0.6% | 318 | $30K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 317 | $30K |
| Transce3nd, LLC | 0.26% | Reduce -6.6% | 310 | $29K |
| NFSG Corp | 0.00% | Add +0.7% | 308 | $29K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 302 | $28K |
| Financial Consulate, Inc. | 0.00% | Add +1.0% | 302 | $28K |
| Strive Financial Group ,LLC | 0.01% | No change | 281 | $27K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 285 | $27K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 268 | $25K |
| Archer Investment Corp | 0.01% | Reduce -60.8% | 265 | $25K |
| Wall Street Financial Group, Inc. | 0.01% | New | 253 | $24K |
| Rothschild Investment LLC | 0.00% | Add +65.8% | 252 | $24K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.4% | 227 | $21K |
| LGT Financial Advisors LLC | 0.11% | Add +9.8% | 225 | $21K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 220 | $21K |
| Mather Group, Llc. | 0.00% | New | 219 | $21K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -92.3% | 211 | $21K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | Add +30.3% | 202 | $19K |
| WHI TRUST Co LLC | 0.01% | No change | 199 | $19K |
| Hantz Financial Services, Inc. | 0.00% | New | 186 | $18K |
| Van Eck Associates Corp. | 0.00% | Add +1.1% | 180 | $17K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 177 | $17K |
| Blue Trust, Inc. | 0.00% | Reduce -24.8% | 176 | $17K |
| Hilton Head Capital Partners, LLC | 0.01% | New | 175 | $17K |
| Burkett Financial Services, LLC | 0.00% | New | 151 | $14K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 151 | $14K |
| Simplex Trading, LLC | 0.00% | New | 151 | $14K |
| SHP Wealth Management | 0.00% | Add +577.3% | 149 | $14K |
| Acumen Wealth Advisors, LLC | 0.00% | New | 135 | $13K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 126 | $12K |
| Bellevue Asset Management, LLC | 0.01% | Add +0.8% | 123 | $12K |
| CENTRAL TRUST Co | 0.00% | No change | 112 | $11K |
| 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 | $10K |
| Armor Investment Advisors, LLC | 0.00% | No change | 95 | $9K |
| Allianz SE | 0.00% | No change | 94 | $9K |
| Key Financial Inc | 0.00% | No change | 83 | $8K |
| VSM Wealth Advisory, LLC | 0.00% | New | 82 | $8K |
| Cornerstone Planning Group LLC | 0.00% | No change | 78 | $8K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 80 | $8K |
| Aventura Private Wealth, LLC | 0.00% | No change | 76 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +1.2% | 82 | $7K |
| Princeton Global Asset Management LLC | 0.00% | Add +16.7% | 70 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | New | 69 | $7K |
| Financial Freedom, LLC | 0.00% | No change | 68 | $6K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | Add +20.0% | 60 | $6K |
| Peachtree Investment Partners, LLC | 0.00% | New | 50 | $5K |
| Salem Investment Counselors Inc. | 0.00% | New | 50 | $5K |
| USA Financial Formulas | 0.00% | No change | 42 | $4K |
| Godfrey Financial Associates, Inc. | 0.00% | New | 36 | $3K |
| Grove Bank & Trust | 0.00% | New | 34 | $3K |
| Reyes Financial Architecture, Inc. | 0.00% | New | 31 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -72.7% | 30 | $3K |
| 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% | No change | 25 | $2K |
| BNP Paribas Financial Markets | 0.00% | New | 24 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +466.7% | 17 | $2K |
| Gould Capital, LLC | 0.00% | No change | 16 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 15 | $1K |
| Essential Investment Partners LLC | 0.00% | No change | 14 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 9 | $855 |
| Clearstead Trust, LLC | 0.00% | No change | 8 | $754 |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -99.9% | 1 | $81 |
| Coston, McIsaac & Partners | 0.00% | New | 6 | $0 |
"% 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.