Ticker: VHT CUSIP: 92204A504 Class: HEALTH CAR ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Geneva Partners, LLC | 35,982 | $10,357 |
| Kinloch Capital, LLC | 22,180 | $6,385 |
| Berkeley Capital Partners, LLC | 27,972 | $8,052 |
| Prasad Wealth Partners, LLC | 23,879 | $6,874 |
| Clal Insurance Enterprises Holdings Ltd | 873,000 | $251 |
| POTOMAC FUND MANAGEMENT INC /ADV | 79,799 | $22,970 |
| Crown Wealth Group, LLC | 10,312 | $2,968 |
| Aberdeen Wealth Management LLC | 4,847 | $1,395 |
| Financial Services Advisory Inc | 6,036 | $1,737 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 4,606 | $1,326 |
| FISCHER INVESTMENT STRATEGIES, LLC | 3,608 | $1,039 |
| BEARING POINT CAPITAL, LLC | 12,262 | $3,530 |
| Mosley Wealth Management | 2,108 | $568 |
| Cornerstone National Bank & Trust Co | 2,111 | $608 |
| Wakefield Asset Management LLLP | 2,347 | $676 |
| CORDA Investment Management, LLC. | 6,960 | $2,003 |
| SONATA CAPITAL GROUP INC | 985 | $284 |
| Nvest Financial, LLC | 1,250 | $360 |
| Congress Park Capital LLC | 1,755 | $505 |
| Vickerman Investment Advisors, Inc. | 2,259 | $650 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Richmond Brothers, Inc. | 13,833 | 24,367 | +10,534 (+76.2%) |
| Beacon Capital Management, Inc. | 314,405 | 379,402 | +64,997 (+20.7%) |
| Tranquilli Financial Advisor LLC | 4,955 | 14,215 | +9,260 (+186.9%) |
| DMKC Advisory Services, LLC | 28,320 | 32,813 | +4,493 (+15.9%) |
| Wheelhouse Advisory Group LLC | 78,751 | 83,447 | +4,696 (+6.0%) |
| Aspen Wealth Strategies, LLC | 1,993 | 10,616 | +8,623 (+432.7%) |
| WASHINGTON GROWTH STRATEGIES LLC | 13,043 | 15,456 | +2,413 (+18.5%) |
| North Forty Two & Co. | 6,138 | 8,674 | +2,536 (+41.3%) |
| Allied Investment Advisors, LLC | 163,525 | 167,280 | +3,755 (+2.3%) |
| Ameritas Advisory Services, LLC | 9,990 | 93,357 | +83,367 (+834.5%) |
| TRUST CO OF OKLAHOMA | 30,287 | 32,618 | +2,331 (+7.7%) |
| INVICTUS PRIVATE WEALTH, LLC | 166,265 | 172,838 | +6,573 (+4.0%) |
| Lakeshore Financial Planning, Inc. | 54,909 | 56,129 | +1,220 (+2.2%) |
| Adaptive Financial Consulting, LLC | 41,603 | 42,461 | +858 (+2.1%) |
| Cedar Mountain Advisors, LLC | 50,648 | 52,266 | +1,618 (+3.2%) |
| Capital Advantage, Inc. | 85,935 | 87,982 | +2,047 (+2.4%) |
| Atlas Legacy Advisors, LLC | 35,378 | 40,029 | +4,651 (+13.1%) |
| McIlrath & Eck, LLC | 157 | 27,464 | +27,307 (+17393.0%) |
| Hershey Financial Advisers, LLC | 4,890 | 6,499 | +1,609 (+32.9%) |
| Paradigm Capital Management, LLC/NV | 14,424 | 14,833 | +409 (+2.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 759,085 | 15 | -759,070 (-100.0%) |
| Marotta Asset Management | 68,777 | 58,644 | -10,133 (-14.7%) |
| PGIM Custom Harvest LLC | 1,323,058 | 1,238,206 | -84,852 (-6.4%) |
| LM Advisors LLC | 31,704 | 8,957 | -22,747 (-71.7%) |
| Chokshi & Queen Wealth Advisors, Inc | 21,654 | 21,318 | -336 (-1.6%) |
| ARMSTRONG ADVISORY GROUP, INC | 127,274 | 124,375 | -2,899 (-2.3%) |
| Sharper & Granite LLC | 25,401 | 24,986 | -415 (-1.6%) |
| Baron Financial Group, LLC | 14,856 | 14,466 | -390 (-2.6%) |
| GENESIS PRIVATE WEALTH, LLC | 10,712 | 8,879 | -1,833 (-17.1%) |
| Safeguard Investment Advisory Group, LLC | 25,217 | 23,899 | -1,318 (-5.2%) |
| Wall Street Financial Group, Inc. | 8,607 | 8,204 | -403 (-4.7%) |
| Adams Wealth Management | 12,314 | 8,472 | -3,842 (-31.2%) |
| Solutions 4 Wealth, Ltd | 4,821 | 4,715 | -106 (-2.2%) |
| CacheTech Inc. | 12,314 | 8,472 | -3,842 (-31.2%) |
| Dunhill Financial, LLC | 4,372 | 697 | -3,675 (-84.1%) |
| Financial Futures Ltd Liability Co. | 6,641 | 5,517 | -1,124 (-16.9%) |
| AMI INVESTMENT MANAGEMENT INC | 18,031 | 16,715 | -1,316 (-7.3%) |
| Goepper Burkhardt LLC | 5,751 | 3,975 | -1,776 (-30.9%) |
| GTS SECURITIES LLC | 20,127 | 2,561 | -17,566 (-87.3%) |
| Acorn Wealth Advisors, LLC | 3,338 | 1,115 | -2,223 (-66.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| TrueWealth Financial Partners | 30,570 | $7,936 |
| Consolidated Portfolio Review Corp | 30,666 | $7,940 |
| Kassira Wealth Management LLC | 4,022 | $1,044 |
| Cornerstone Planning, LLC | 6,025 | $1,528 |
| OBSIDIAN CIO, LLC | 5,023 | $1,304 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 972 | $252 |
| Arlington Trust Co LLC | 1,622 | $421 |
| Minot DeBlois Advisors LLC | 299 | $78 |
| BRIGHTON JONES LLC | 5,819 | $1,511 |
| OLD MISSION CAPITAL LLC | 6,885 | $1,787 |
| Aspect Partners, LLC | 373 | $97 |
| BNP PARIBAS ARBITRAGE, SA | 125,400 | $32,554 |
| Allen Mooney & Barnes Investment Advisors LLC | 910 | $236 |
| INSPIRION WEALTH ADVISORS, LLC | 918 | $259 |
| Hopwood Financial Services, Inc. | 225 | $58 |
| RMR Wealth Builders | 1,409 | $366 |
| XTX Topco Ltd | 2,316 | $601 |
| Magnus Financial Group LLC | 1,000 | $260 |
| Ledyard National Bank | 803 | $208 |
| Urban Wealth Management, LLC | 65 | $15 |