Ticker: VOE CUSIP: 922908512 Class: MCAP VL IDXVIP
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Westwood Wealth Management | 15,525 | $2,754 |
| Sollinda Capital Management LLC | 33,992 | $6,029 |
| Glaxis Capital Management, LLC | 2,500 | $443 |
| Spectrum Investment Advisors, Inc. | 5,833 | $1,035 |
| Leading Edge Financial Planning LLC | 10,463 | $1,856 |
| Financial Symmetry Inc | 5,414 | $960 |
| Shade Tree Advisors LLC | 2,469 | $438 |
| Autumn Glory Partners, LLC | 4,001 | $710 |
| Bravias Capital Group, LLC | 2,077 | $368 |
| Sendero Wealth Management, LLC | 9,258 | $1,642 |
| SRS Capital Advisors, Inc. | 29,933 | $5,309 |
| Element Wealth, LLC | 1,458 | $259 |
| Sterling Investment Counsel, LLC | 2,156 | $349 |
| Aberdeen Wealth Management LLC | 1,151 | $204 |
| Yeomans Consulting Group, Inc. | 1,713 | $304 |
| Basepoint Wealth LLC | 875 | $155 |
| Leo Wealth, LLC | 5,011 | $889 |
| WETZEL INVESTMENT ADVISORS, INC. | 1,203 | $213 |
| Rollins Financial Advisors, LLC | 2,938 | $521 |
| Brooklyn Investment Group | 5,956 | $1,065 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| EP Wealth Advisors, LLC | 1,674,933 | 3,906,096 | +2,231,163 (+133.2%) |
| CONQUIS FINANCIAL LLC | 15,584 | 28,862 | +13,278 (+85.2%) |
| Clayton Financial Group LLC | 67,133 | 84,242 | +17,109 (+25.5%) |
| Inlight Wealth Management, LLC | 15,008 | 37,343 | +22,335 (+148.8%) |
| BHK Investment Advisors, LLC | 140,041 | 157,777 | +17,736 (+12.7%) |
| Dougherty Wealth Advisers LLC | 87,941 | 92,386 | +4,445 (+5.1%) |
| STEVENS CAPITAL PARTNERS | 58,663 | 66,126 | +7,463 (+12.7%) |
| Rodgers & Associates, LTD | 367,997 | 379,805 | +11,808 (+3.2%) |
| SYM FINANCIAL Corp | 547,508 | 559,120 | +11,612 (+2.1%) |
| SOA Wealth Advisors, LLC. | 67,476 | 80,151 | +12,675 (+18.8%) |
| RoundAngle Advisors LLC | 18,511 | 20,844 | +2,333 (+12.6%) |
| OLIO Financial Planning | 93,902 | 97,602 | +3,700 (+3.9%) |
| Gladwyn Financial Advisors, Inc. | 57,728 | 59,263 | +1,535 (+2.7%) |
| Houlihan Financial Resource Group, Ltd. | 10,382 | 20,690 | +10,308 (+99.3%) |
| Berman McAleer LLC | 294,507 | 300,489 | +5,982 (+2.0%) |
| Payne Capital Management, LLC | 71,615 | 74,302 | +2,687 (+3.8%) |
| McAdam, LLC | 328,554 | 347,264 | +18,710 (+5.7%) |
| Orgel Wealth Management, LLC | 819,795 | 847,200 | +27,405 (+3.3%) |
| ERTS Wealth Advisors, LLC | 93,296 | 95,898 | +2,602 (+2.8%) |
| Bruce G. Allen Investments, LLC | 26,939 | 28,261 | +1,322 (+4.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Baring Financial LLC | 35,034 | 18,902 | -16,132 (-46.0%) |
| Total Wealth Planning, LLC | 173,377 | 9,877 | -163,500 (-94.3%) |
| CATHY PARETO & ASSOCIATES, INC | 30,008 | 27,599 | -2,409 (-8.0%) |
| COLUMBIA ADVISORY PARTNERS LLC | 36,791 | 34,435 | -2,356 (-6.4%) |
| Smallwood Wealth Investment Management, LLC | 47,043 | 44,600 | -2,443 (-5.2%) |
| SWAN Capital LLC | 48,373 | 45,826 | -2,547 (-5.3%) |
| INSPIRION WEALTH ADVISORS, LLC | 274,441 | 270,583 | -3,858 (-1.4%) |
| CLARK FINANCIAL SERVICES GROUP INC /BD | 11,545 | 3,012 | -8,533 (-73.9%) |
| Goepper Burkhardt LLC | 34,588 | 29,933 | -4,655 (-13.5%) |
| Taylor & Morgan Wealth Management, LLC | 32,636 | 31,896 | -740 (-2.3%) |
| Avion Wealth | 167,396 | 162,867 | -4,529 (-2.7%) |
| Prism Advisors, Inc. | 28,813 | 19,938 | -8,875 (-30.8%) |
| Brady Martz Wealth Solutions, LLC | 21,063 | 2,545 | -18,518 (-87.9%) |
| Avant Capital LLC | 18,116 | 17,199 | -917 (-5.1%) |
| Weinberger Asset Management, Inc | 40,033 | 39,101 | -932 (-2.3%) |
| CONDOR CAPITAL MANAGEMENT | 175,774 | 173,073 | -2,701 (-1.5%) |
| Envision Financial LLC | 21,155 | 20,382 | -773 (-3.7%) |
| Cooksen Wealth, LLC | 15,412 | 14,939 | -473 (-3.1%) |
| McClarren Financial Advisors, Inc. | 4,170 | 2,175 | -1,995 (-47.8%) |
| RTD Financial Advisors, Inc. | 76,486 | 73,197 | -3,289 (-4.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| LifeWealth Investments, LLC | 10,013 | $1,748 |
| Rede Wealth, LLC | 2,503 | $439 |
| LGT Financial Advisors LLC | 535 | $93 |
| Empowered Funds, LLC | 77,875 | $13,595 |
| Foresight Global Investors, Inc. | 1,745 | $305 |
| BRIGHTON JONES LLC | 23,585 | $4,118 |
| Empirical Finance, LLC | 13,181 | $2,301 |
| IBEX WEALTH ADVISORS | 6,217 | $1,085 |
| GREAT OAK CAPITAL PARTNERS, LLC | 2,456 | $429 |
| My Personal CFO, LLC | 1,524 | $266 |
| Vertex Planning Partners, LLC | 2,663 | $465 |
| Consolidated Portfolio Review Corp | 4,815 | $841 |
| Silver Coast Investments LLC | 1,624 | $283 |
| MAINSAIL ASSET MANAGEMENT, LLC | 1,292 | $225 |
| Endowment Wealth Management, Inc. | 1,181 | $206 |
| KMG FIDUCIARY PARTNERS, LLC | 5,680 | $992 |
| Altiora Financial Group, LLC | 2,422 | $423 |
| FNY Investment Advisers, LLC | 3,000 | $1 |
| HOWLAND CAPITAL MANAGEMENT LLC | 9,042 | $1,586 |
| WMG Financial Advisors, LLC | 1,218 | $213 |