Ticker: VYM CUSIP: 921946406 Class: Exchange Traded Fund
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| CABANA LLC | 2,296 | $330 |
| J HAGAN CAPITAL, INC. | 13,282 | $1,906 |
| My Personal CFO, LLC | 17,165 | $2,464 |
| Verity Asset Management, Inc. | 13,062 | $1,875 |
| Monument Capital Management | 20,474 | $2,938 |
| INVESTED ADVISORS | 4,324 | $621 |
| Navis Wealth Advisors, LLC | 7,890 | $1,132 |
| GREEN SQUARE CAPITAL ADVISORS LLC | 30,606 | $4,393 |
| Northstar Financial Companies, Inc. | 3,893 | $559 |
| Quantum Capital Management, LLC / NJ | 21,982 | $3,155 |
| AssuredPartners Investment Advisors, LLC | 15,016 | $2,155 |
| Aberdeen Wealth Management LLC | 4,462 | $640 |
| United Financial Planning Group LLC | 3,635 | $522 |
| Granite Group Advisors, LLC | 3,592 | $516 |
| MASECO LLP | 29,489 | $4,232 |
| Kaizen Financial Strategies | 3,281 | $471 |
| Vericrest Private Wealth | 1,533 | $220 |
| EAGLE WEALTH STRATEGIES LLC | 2,494 | $358 |
| Vickerman Investment Advisors, Inc. | 5,382 | $772 |
| Tenon Financial LLC | 2,551 | $366 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Alliance Wealth Advisors, LLC /UT | 9,054 | 150,847 | +141,793 (+1566.1%) |
| PFG Private Wealth Management, LLC | 26,487 | 67,397 | +40,910 (+154.5%) |
| AF Advisors, Inc. | 78,863 | 118,864 | +40,001 (+50.7%) |
| Western Pacific Wealth Management, LP | 62,254 | 73,910 | +11,656 (+18.7%) |
| INSPIRION WEALTH ADVISORS, LLC | 431,306 | 501,324 | +70,018 (+16.2%) |
| CROBAN | 25,142 | 46,288 | +21,146 (+84.1%) |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 212,854 | 336,132 | +123,278 (+57.9%) |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P | 121,954 | 183,920 | +61,966 (+50.8%) |
| Auto-Owners Insurance Co | 724,200 | 1,035,700 | +311,500 (+43.0%) |
| Ballast, Inc. | 119,695 | 144,777 | +25,082 (+21.0%) |
| Tepp RIA, LLC | 104,781 | 108,931 | +4,150 (+4.0%) |
| SWAN Capital LLC | 73,614 | 86,600 | +12,986 (+17.6%) |
| Wealthcare Capital Partners, LLC | 41,616 | 49,522 | +7,906 (+19.0%) |
| Charter Capital Management, LLC\DE | 192,860 | 201,439 | +8,579 (+4.4%) |
| WEST BANCORPORATION INC | 66,679 | 74,140 | +7,461 (+11.2%) |
| Forum Private Client Group LLC | 210,648 | 221,838 | +11,190 (+5.3%) |
| Tide Cove Capital Partners LLC | 60,523 | 64,860 | +4,337 (+7.2%) |
| Martel Wealth Advisors Inc | 708,503 | 726,001 | +17,498 (+2.5%) |
| ArborFi Advisors, LLC | 57,710 | 61,060 | +3,350 (+5.8%) |
| COMMONS CAPITAL, LLC | 19,226 | 25,380 | +6,154 (+32.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Cornerstone Planning Group LLC | 526,662 | 1,284 | -525,378 (-99.8%) |
| Bell Bank | 721,199 | 107,334 | -613,865 (-85.1%) |
| Employees' Retirement Fund of the City of Fort Worth | 106,603 | 62,303 | -44,300 (-41.6%) |
| Keudell/Morrison Wealth Management | 150,324 | 74,511 | -75,813 (-50.4%) |
| Arlington Trust Co LLC | 440,208 | 434,636 | -5,572 (-1.3%) |
| Buska Wealth Management, LLC | 249,951 | 197,568 | -52,383 (-21.0%) |
| Armor Investment Advisors, LLC | 52,116 | 12,219 | -39,897 (-76.6%) |
| Wells Financial Advisors INC | 26,792 | 22,592 | -4,200 (-15.7%) |
| Mittelman Wealth Management | 130,572 | 120,717 | -9,855 (-7.5%) |
| BROOKS, MOORE & ASSOCIATES, INC. | 39,090 | 2,096 | -36,994 (-94.6%) |
| Luminist Capital LLC | 26,926 | 23,899 | -3,027 (-11.2%) |
| Operose Advisors LLC | 350,785 | 340,681 | -10,104 (-2.9%) |
| Measured Wealth Private Client Group, LLC | 178,370 | 168,719 | -9,651 (-5.4%) |
| Guardian Financial Partners, LLC | 61,948 | 57,157 | -4,791 (-7.7%) |
| Francis Financial, Inc. | 116,157 | 108,113 | -8,044 (-6.9%) |
| Gallagher Capital Advisors, LLC | 41,931 | 40,007 | -1,924 (-4.6%) |
| IRONWOOD WEALTH MANAGEMENT, INC. | 95,053 | 92,786 | -2,267 (-2.4%) |
| Wealth Advisory Team LLC | 50,738 | 49,534 | -1,204 (-2.4%) |
| Blackston Financial Advisory Group, LLC | 40,031 | 38,358 | -1,673 (-4.2%) |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 82,589 | 80,685 | -1,904 (-2.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| TBH Global Asset Management, LLC | 80,296 | $11,318 |
| Blue Barn Wealth, LLC | 22,165 | $3,124 |
| Yukon Wealth Management, Inc. | 27,150 | $3,827 |
| Consolidated Portfolio Review Corp | 55,086 | $7,764 |
| Strengthening Families & Communities, LLC | 24,604 | $3,454 |
| Hayek Kallen Investment Management | 20,676 | $3 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,066 | $1,137 |
| Risk Paradigm Group, LLC | 1,178 | $91,872 |
| Northwest Financial Advisors | 1,889 | $266 |
| Constant Guidance Financial LLC | 2,873 | $405 |
| Northern Financial Advisors Inc | 3,230 | $455 |
| Rede Wealth, LLC | 3,407 | $480 |
| Kovitz Investment Group Partners, LLC | 204,576 | $28,835 |
| FSA Investment Group, LLC | 2,514 | $355 |
| Mount Yale Investment Advisors, LLC | 15,318 | $2,159 |
| Painted Porch Advisors LLC | 2,513 | $354 |
| GOLDEN ROAD ADVISORS LLC | 1,563 | $220 |
| GTS SECURITIES LLC | 17,689 | $2,493 |
| Future Financial Wealth Managment LLC | 1,295 | $183 |
| WMG Financial Advisors, LLC | 2,119 | $299 |