Ticker: VBK CUSIP: 922908595 Class: SML CP GRW ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Forbes Financial Planning, Inc. | 28,039 | $8,471 |
| Fluent Financial, LLC | 12,193 | $3,684 |
| Arrow Investment Advisors, LLC | 2,257 | $682 |
| Elm3 Financial Group, LLC | 2,861 | $864 |
| FSA Advisors, Inc. | 2,000 | $604 |
| SRS Capital Advisors, Inc. | 44,380 | $13,408 |
| SUMMIT WEALTH GROUP LLC / CO | 7,028 | $2,123 |
| Refined Wealth Management | 942 | $285 |
| True North Advisors, LLC | 3,810 | $1,151 |
| AIMZ Investment Advisors, LLC | 1,405 | $424 |
| Archer Investment Management, LLC | 748 | $226 |
| PENNINGTON PARTNERS & CO., LLC | 864 | $261 |
| MONEYWISE, INC. | 842 | $254 |
| Strategic Equity Management | 934 | $282 |
| Legacy Wealth Asset Management, LLC | 1,129 | $341 |
| Investor's Fiduciary Advisor Network, LLC | 2,158 | $1 |
| CYPRESS FINANCIAL PLANNING LLC | 825 | $251 |
| FIRST NATIONAL BANK OF OMAHA | 4,815 | $1,469 |
| Laird Norton Wetherby Trust Company, LLC | 4,234 | $1,279 |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,000 | $302 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Battery Global Advisors, LLC | 3,680 | 29,270 | +25,590 (+695.4%) |
| Tandem Financial, LLC | 3,145 | 12,867 | +9,722 (+309.1%) |
| Clayton Financial Group LLC | 15,707 | 21,018 | +5,311 (+33.8%) |
| BHK Investment Advisors, LLC | 83,424 | 91,558 | +8,134 (+9.8%) |
| Strategic Investment Advisors / MI | 167 | 27,825 | +27,658 (+16561.7%) |
| Gen-Wealth Partners Inc | 3,470 | 392,425 | +388,955 (+11209.1%) |
| Strategies Wealth Advisors, LLC | 141,296 | 147,780 | +6,484 (+4.6%) |
| Performa Ltd (US), LLC | 28,004 | 31,723 | +3,719 (+13.3%) |
| Capital Management Associates, Inc | 25,560 | 31,850 | +6,290 (+24.6%) |
| Payne Capital Management, LLC | 44,032 | 45,291 | +1,259 (+2.9%) |
| One Day In July LLC | 121,100 | 124,493 | +3,393 (+2.8%) |
| RS CRUM INC. | 52,835 | 53,975 | +1,140 (+2.2%) |
| Whitaker-Myers Wealth Managers, LTD. | 70,954 | 72,098 | +1,144 (+1.6%) |
| PRESILIUM PRIVATE WEALTH, LLC | 50,886 | 52,374 | +1,488 (+2.9%) |
| MAINSAIL ASSET MANAGEMENT, LLC | 17,956 | 19,074 | +1,118 (+6.2%) |
| Rodgers & Associates, LTD | 136,290 | 138,062 | +1,772 (+1.3%) |
| Waldron Private Wealth LLC | 91,968 | 116,557 | +24,589 (+26.7%) |
| Praetorian Wealth Management, Inc. | 49,456 | 50,244 | +788 (+1.6%) |
| FC Advisory LLC | 41,359 | 41,838 | +479 (+1.2%) |
| Infinity Wealth Counsel, LLC | 9,797 | 9,992 | +195 (+2.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| INSPIRION WEALTH ADVISORS, LLC | 111,503 | 63,047 | -48,456 (-43.5%) |
| Total Wealth Planning, LLC | 68,433 | 4,329 | -64,104 (-93.7%) |
| NEW WAVE WEALTH ADVISORS LLC | 20,877 | 1,308 | -19,569 (-93.7%) |
| WP Advisors, LLC | 36,837 | 28,934 | -7,903 (-21.5%) |
| Vision Capital Management, Inc. | 102,061 | 92,747 | -9,314 (-9.1%) |
| American Financial Advisors, LLC | 127,632 | 120,944 | -6,688 (-5.2%) |
| SWAN Capital LLC | 32,488 | 30,519 | -1,969 (-6.1%) |
| Bishop & Co Investment Management, LLC | 30,736 | 29,985 | -751 (-2.4%) |
| Summit Financial Strategies, Inc. | 140,062 | 138,276 | -1,786 (-1.3%) |
| CLARK FINANCIAL SERVICES GROUP INC /BD | 5,556 | 1,820 | -3,736 (-67.2%) |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 3,478 | 909 | -2,569 (-73.9%) |
| DOPKINS WEALTH MANAGEMENT, LLC | 24,247 | 23,998 | -249 (-1.0%) |
| Tower View Wealth Management LLC | 10,951 | 9,803 | -1,148 (-10.5%) |
| Dentgroup LLC | 7,249 | 5,927 | -1,322 (-18.2%) |
| Ifrah Financial Services, Inc. | 25,275 | 24,229 | -1,046 (-4.1%) |
| Wealthspire Advisors, LLC | 357,202 | 203,486 | -153,716 (-43.0%) |
| Harbor Asset Planning, Inc. | 6,522 | 6,112 | -410 (-6.3%) |
| Checchi Capital Advisers, LLC | 25,889 | 4,162 | -21,727 (-83.9%) |
| BROWN WEALTH MANAGEMENT, LLC | 9,104 | 6,543 | -2,561 (-28.1%) |
| Leeward Financial Partners, LLC | 24,088 | 23,665 | -423 (-1.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Systelligence, LLC | 31,653 | $9,421 |
| QUEST INVESTMENT MANAGEMENT LLC | 52,660 | $15,673 |
| PFG Private Wealth Management, LLC | 7,817 | $2,327 |
| Kera Capital Partners, Inc. | 13,294 | $3,957 |
| Novak & Powell Financial Services, Inc. | 3,439 | $1,024 |
| Worth Asset Management, LLC | 3,722 | $1,108 |
| Northwest Financial Advisors | 1,157 | $344 |
| J HAGAN CAPITAL, INC. | 2,476 | $737 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,667 | $496 |
| SAWGRASS ASSET MANAGEMENT LLC | 5,493 | $1,635 |
| Cornerstone Planning Group LLC | 17,199 | $1,283 |
| GTS SECURITIES LLC | 15,231 | $4,533 |
| Consolidated Portfolio Review Corp | 5,350 | $1,592 |
| BRIGHTON JONES LLC | 14,381 | $4,280 |
| BAILARD, INC. | 17,766 | $5,288 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 1,470 | $438 |
| Capstone Triton Financial Group, LLC | 724 | $215 |
| L.K. Benson & Company, P.C. | 673 | $200 |
| WMG Financial Advisors, LLC | 772 | $230 |
| Vigilare Wealth Management | 800 | $238 |