| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing VHT Share Count |
|---|
| Beacon Capital Management Inc. |
23,260 |
605,763 |
+582,503 |
+2504.31% |
| PFG Investments LLC |
3,447 |
36,826 |
+33,379 |
+968.35% |
| Executive Wealth Group LLC |
47,992 |
143,595 |
+95,603 |
+199.21% |
| Eagle Strategies LLC |
5,687 |
15,308 |
+9,621 |
+169.18% |
| Wealthcare Advisory Partners LLC |
8,235 |
21,354 |
+13,119 |
+159.31% |
| Private Trust Co. NA |
164 |
337 |
+173 |
+105.49% |
| Channel Wealth LLC |
963 |
1,767 |
+804 |
+83.49% |
| Muirfield Wealth Advisors LLC |
2,012 |
2,948 |
+936 |
+46.52% |
| Strategic Blueprint LLC |
1,124 |
1,606 |
+482 |
+42.88% |
| Pallas Capital Advisors LLC |
3,440 |
4,750 |
+1,310 |
+38.08% |
| FirstPurpose Wealth LLC |
1,547 |
2,091 |
+544 |
+35.16% |
| Trinity Legacy Partners LLC |
13,403 |
17,815 |
+4,412 |
+32.92% |
| Aprio Wealth Management LLC |
63,845 |
82,753 |
+18,908 |
+29.62% |
| Essex Financial Services Inc. |
6,179 |
7,812 |
+1,633 |
+26.43% |
| International Assets Investment Management LLC |
1,212 |
1,518 |
+306 |
+25.25% |
| Nvest Financial LLC |
12,861 |
15,880 |
+3,019 |
+23.47% |
| CX Institutional |
3,303 |
4,074 |
+771 |
+23.34% |
| Accel Wealth Management |
6,522 |
7,827 |
+1,305 |
+20.01% |
| Cornerstone Wealth Management LLC |
5,763 |
6,854 |
+1,091 |
+18.93% |
| Atlas Capital Advisors LLC |
34,382 |
39,867 |
+5,485 |
+15.95% |
| City State Bank |
7,000 |
8,051 |
+1,051 |
+15.01% |
| Compass Ion Advisors LLC |
6,009 |
6,793 |
+784 |
+13.05% |
| Compass Financial Group INC SD |
1,188 |
1,341 |
+153 |
+12.88% |
| AdvisorNet Financial Inc |
964 |
1,088 |
+124 |
+12.86% |
| Financial Perspectives Inc |
2,289 |
2,580 |
+291 |
+12.71% |
| Triangle Securities Wealth Management |
1,599 |
1,791 |
+192 |
+12.01% |
| Harbor Investment Advisory LLC |
926 |
1,037 |
+111 |
+11.99% |
| TAP Consulting LLC |
19,036 |
21,212 |
+2,176 |
+11.43% |
| Kennedy Investment Group |
2,827 |
3,136 |
+309 |
+10.93% |
| Oak Harvest Investment Services |
2,700 |
2,949 |
+249 |
+9.22% |
| RVW Wealth LLC |
957 |
1,045 |
+88 |
+9.20% |
| Raymond James Financial Services Advisors Inc. |
279,729 |
302,359 |
+22,630 |
+8.09% |
| RMR Wealth Builders |
1,315 |
1,419 |
+104 |
+7.91% |
| Stratos Wealth Partners LTD. |
70,658 |
76,208 |
+5,550 |
+7.85% |
| Ellis Investment Partners LLC |
1,024 |
1,103 |
+79 |
+7.71% |
| High Net Worth Advisory Group LLC |
6,011 |
6,447 |
+436 |
+7.25% |
| Brookstone Capital Management |
10,762 |
11,506 |
+744 |
+6.91% |
| Paragon Financial Partners Inc. |
27,249 |
29,102 |
+1,853 |
+6.80% |
| Westside Investment Management Inc. |
9,598 |
10,196 |
+598 |
+6.23% |
| Wheelhouse Advisory Group LLC |
48,853 |
51,687 |
+2,834 |
+5.80% |
| Panoramic Investment Advisors LLC |
1,332 |
1,401 |
+69 |
+5.18% |
| Bluesphere Advisors LLC |
11,725 |
12,271 |
+546 |
+4.66% |
| Charter Oak Capital Management LLC |
5,868 |
6,126 |
+258 |
+4.40% |
| Warner Financial Inc. |
2,864 |
2,982 |
+118 |
+4.12% |
| McAdam LLC |
1,307 |
1,355 |
+48 |
+3.67% |
| N.E.W. Advisory Services LLC |
5,557 |
5,743 |
+186 |
+3.35% |
| Salem Investment Counselors Inc. |
1,127 |
1,164 |
+37 |
+3.28% |
| Allied Investment Advisors LLC |
127,258 |
131,267 |
+4,009 |
+3.15% |
| WFA Asset Management Corp |
1,070 |
1,103 |
+33 |
+3.08% |
| Global Retirement Partners LLC |
1,552 |
1,599 |
+47 |
+3.03% |
| O ROURKE & COMPANY Inc |
9,744 |
10,033 |
+289 |
+2.97% |
| Wealthfront Advisers LLC |
9,803 |
10,072 |
+269 |
+2.74% |
| Wealth Enhancement Advisory Services LLC |
24,139 |
24,754 |
+615 |
+2.55% |
| Ritholtz Wealth Management |
829 |
850 |
+21 |
+2.53% |
| Calton & Associates Inc. |
17,210 |
17,640 |
+430 |
+2.50% |
| Royal Fund Management LLC |
31,977 |
32,700 |
+723 |
+2.26% |
| Berger Financial Group Inc |
1,313 |
1,335 |
+22 |
+1.68% |
| Sovereign Financial Group Inc. |
1,150 |
1,168 |
+18 |
+1.57% |
| Wedmont Private Capital |
1,208 |
1,226 |
+18 |
+1.49% |
| Lpwm LLC |
2,740 |
2,775 |
+35 |
+1.28% |
| Sharper & Granite LLC |
27,648 |
27,959 |
+311 |
+1.12% |
| CVA Family Office LLC |
29,161 |
29,482 |
+321 |
+1.10% |
| CENTRAL TRUST Co |
1,421 |
1,436 |
+15 |
+1.06% |
| TruWealth Advisors LLC |
9,908 |
10,012 |
+104 |
+1.05% |
| Fifth Third Securities Inc. |
13,490 |
13,630 |
+140 |
+1.04% |
| Kovack Advisors Inc. |
2,448 |
2,472 |
+24 |
+0.98% |
| Hennion & Walsh Asset Management Inc. |
1,284 |
1,294 |
+10 |
+0.78% |
| Carmichael Hill & Associates Inc. |
11,684 |
11,761 |
+77 |
+0.66% |
| KMG Fiduciary Partners LLC |
1,145 |
1,151 |
+6 |
+0.52% |
| Exchange Capital Management Inc. |
27,347 |
27,485 |
+138 |
+0.50% |
| BCS Wealth Management |
3,582 |
3,600 |
+18 |
+0.50% |
| Cedar Mountain Advisors LLC |
11,975 |
12,035 |
+60 |
+0.50% |
| Ausdal Financial Partners Inc. |
7,471 |
7,507 |
+36 |
+0.48% |
| SOA Wealth Advisors LLC. |
533 |
535 |
+2 |
+0.38% |
| Moller Financial Services |
1,032 |
1,035 |
+3 |
+0.29% |
| Gemmer Asset Management LLC |
1,053 |
1,056 |
+3 |
+0.28% |
| Aurora Private Wealth Inc. |
1,467 |
1,471 |
+4 |
+0.27% |
| NorthCrest Asset Manangement LLC |
8,565 |
8,588 |
+23 |
+0.27% |
| Seamount Financial Group Inc. |
1,638 |
1,642 |
+4 |
+0.24% |
| Cedar Brook Financial Partners LLC |
1,814 |
1,818 |
+4 |
+0.22% |
| Valeo Financial Advisors LLC |
3,880 |
3,888 |
+8 |
+0.21% |
| Atticus Wealth Management LLC |
518 |
519 |
+1 |
+0.19% |
| Financial Consulate Inc. |
1,239 |
1,241 |
+2 |
+0.16% |
| GSG Advisors LLC |
1,383 |
1,385 |
+2 |
+0.14% |
| Ignite Planners LLC |
802 |
803 |
+1 |
+0.12% |
| Cypress Wealth Services LLC |
938 |
939 |
+1 |
+0.11% |
| Zhang Financial LLC |
1,904 |
1,906 |
+2 |
+0.11% |
| Park Edge Advisors LLC |
1,434 |
1,435 |
+1 |
+0.07% |
| Apexium Financial LP |
2,089 |
2,090 |
+1 |
+0.05% |
| Massmutual Trust Co. FSB ADV |
37,982 |
37,999 |
+17 |
+0.04% |
| Northstar Group Inc. |
6,354 |
6,355 |
+1 |
+0.02% |
| 13F Filers Reporting New Positions In VHT |
|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
0 |
11 |
+11 |
+100% |
| Spirit of America Management Corp NY |
0 |
526 |
+526 |
+100% |
| Acropolis Investment Management LLC |
0 |
375 |
+375 |
+100% |
| Exchange Traded Concepts LLC |
0 |
18,273 |
+18,273 |
+100% |
| Brookmont Capital Management |
0 |
747 |
+747 |
+100% |
| A. D. Beadell Investment Counsel Inc. |
0 |
760 |
+760 |
+100% |
| Evanson Asset Management LLC |
0 |
784 |
+784 |
+100% |
| Sunbelt Securities Inc. |
0 |
104 |
+104 |
+100% |
| Ayalon Holdings Ltd. |
0 |
1,880 |
+1,880 |
+100% |
| Steele Capital Management Inc. |
0 |
1,260 |
+1,260 |
+100% |
| Stratos Wealth Advisors LLC |
0 |
808 |
+808 |
+100% |
| Versant Capital Management Inc |
0 |
24 |
+24 |
+100% |
| Cooper Financial Group |
0 |
740 |
+740 |
+100% |
| Summit Financial LLC |
0 |
1,261 |
+1,261 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
46 |
+46 |
+100% |
| Taylor & Morgan Wealth Management LLC |
0 |
799 |
+799 |
+100% |
| Accurate Wealth Management LLC |
0 |
1,256 |
+1,256 |
+100% |
| Maryland Capital Advisors Inc. |
0 |
115 |
+115 |
+100% |
| New Perspectives Inc |
0 |
1,832 |
+1,832 |
+100% |
| Simplicity Wealth LLC |
0 |
34,804 |
+34,804 |
+100% |
| Global Assets Advisory LLC |
0 |
53,636 |
+53,636 |
+100% |
| Stapp Wealth Management Pllc |
0 |
7,718 |
+7,718 |
+100% |
| Register Financial Advisors LLC |
0 |
4 |
+4 |
+100% |
| Dixon Mitchell Investment Counsel Inc. |
0 |
100 |
+100 |
+100% |
| Focus Financial Network Inc. |
0 |
34,845 |
+34,845 |
+100% |
| Edge Financial Advisors LLC |
0 |
2,219 |
+2,219 |
+100% |
| Accordant Advisory Group Inc |
0 |
25 |
+25 |
+100% |
| Cascade Wealth Advisors Inc |
0 |
5,002 |
+5,002 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Rockland Trust Co. |
1,082 |
1,082 |
UNCH |
0.00% |
| First National Bank |
1,250 |
1,250 |
UNCH |
0.00% |
| Valley National Advisers Inc. |
179 |
179 |
UNCH |
0.00% |
| Country Club Bank GFN |
4,415 |
4,415 |
UNCH |
0.00% |
| Barrett & Company Inc. |
29 |
29 |
UNCH |
0.00% |
| NBT Bank N A NY |
325 |
325 |
UNCH |
0.00% |
| Arcadia Investment Management Corp MI |
35 |
35 |
UNCH |
0.00% |
| Atwood & Palmer Inc. |
121 |
121 |
UNCH |
0.00% |
| Trust Co. of Virginia VA |
800 |
800 |
UNCH |
0.00% |
| Country Trust Bank |
274 |
274 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
2,283 |
2,283 |
UNCH |
0.00% |
| American National Bank |
971 |
971 |
UNCH |
0.00% |
| Hartford Financial Management Inc. |
300 |
300 |
UNCH |
0.00% |
| Blue Bell Private Wealth Management LLC |
914 |
914 |
UNCH |
0.00% |
| Progressive Investment Management Corp |
600 |
600 |
UNCH |
0.00% |
| Hanson & Doremus Investment Management |
1,123 |
1,123 |
UNCH |
0.00% |
| Busey Wealth Management |
1,020 |
1,020 |
UNCH |
0.00% |
| Aspiriant LLC |
843 |
843 |
UNCH |
0.00% |
| Mather Group LLC. |
2,379 |
2,379 |
UNCH |
0.00% |
| Smith & Howard Wealth Management LLC |
3,202 |
3,202 |
UNCH |
0.00% |
| SNS Financial Group LLC |
886 |
886 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
340 |
340 |
UNCH |
0.00% |
| MCF Advisors LLC |
200 |
200 |
UNCH |
0.00% |
| Roble Belko & Company Inc |
155 |
155 |
UNCH |
0.00% |
| Bristlecone Advisors LLC |
895 |
895 |
UNCH |
0.00% |
| Arthur M. Cohen & Associates LLC |
1,524 |
1,524 |
UNCH |
0.00% |
| Shepherd Financial Partners LLC |
1,201 |
1,201 |
UNCH |
0.00% |
| Founders Capital Management |
259 |
259 |
UNCH |
0.00% |
| Bfsg LLC |
80 |
80 |
UNCH |
0.00% |
| Security National Bank |
249 |
249 |
UNCH |
0.00% |
| Global Trust Asset Management LLC |
19 |
19 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
16 |
16 |
UNCH |
0.00% |
| Solstein Capital LLC |
470 |
470 |
UNCH |
0.00% |
| D. B. Root & Company LLC |
932 |
932 |
UNCH |
0.00% |
| West Branch Capital LLC |
10 |
10 |
UNCH |
0.00% |
| Pflug Koory LLC |
257 |
257 |
UNCH |
0.00% |
| Bay Harbor Wealth Management LLC |
39 |
39 |
UNCH |
0.00% |
| PSI Advisors LLC |
310 |
310 |
UNCH |
0.00% |
| Legend Financial Advisors Inc. |
38 |
38 |
UNCH |
0.00% |
| Red Door Wealth Management LLC |
1,114 |
1,114 |
UNCH |
0.00% |
| Aurum Wealth Management Group LLC |
1,085 |
1,085 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
7,842 |
7,842 |
UNCH |
0.00% |
| Banque Cantonale Vaudoise |
438 |
438 |
UNCH |
0.00% |
| S.A. Mason LLC |
564 |
564 |
UNCH |
0.00% |
| Optas LLC |
1,854 |
1,854 |
UNCH |
0.00% |
| Trinity Financial Advisors LLC |
844 |
844 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
285 |
285 |
UNCH |
0.00% |
| Brown Miller Wealth Management LLC |
2,961 |
2,961 |
UNCH |
0.00% |
| Collective Family Office LLC |
3,545 |
3,545 |
UNCH |
0.00% |
| Round Rock Advisors LLC |
1,692 |
1,692 |
UNCH |
0.00% |
| Piscataqua Savings Bank |
329 |
329 |
UNCH |
0.00% |
| Canvas Wealth Advisors LLC |
1,005 |
1,005 |
UNCH |
0.00% |
| Chemistry Wealth Management LLC |
1,383 |
1,383 |
UNCH |
0.00% |
| Next Level Private LLC |
800 |
800 |
UNCH |
0.00% |
| Red Tortoise LLC |
10 |
10 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
184,028 |
184,028 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
4 |
4 |
UNCH |
0.00% |
| Horizons Wealth Management |
62 |
62 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
64 |
64 |
UNCH |
0.00% |
| Financial Advisory Partners LLC |
5,830 |
5,830 |
UNCH |
0.00% |
| Halpern Financial Inc. |
100 |
100 |
UNCH |
0.00% |
| Arlington Trust Co LLC |
1,783 |
1,783 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
33 |
33 |
UNCH |
0.00% |
| Mainsail Asset Management LLC |
1,811 |
1,811 |
UNCH |
0.00% |
| 13F Filers Decreasing VHT Share Count |
|---|
| SJS Investment Consulting Inc. |
441 |
25 |
-416 |
-94.33% |
| Johnson Bixby & Associates LLC |
29,218 |
3,006 |
-26,212 |
-89.71% |
| Coastal Investment Advisors Inc. |
3,354 |
410 |
-2,944 |
-87.78% |
| Tsfg LLC |
434 |
81 |
-353 |
-81.34% |
| Sound Income Strategies LLC |
247 |
57 |
-190 |
-76.92% |
| NBC Securities Inc. |
717 |
228 |
-489 |
-68.20% |
| Byrne Asset Management LLC |
25 |
10 |
-15 |
-60.00% |
| Tradewinds Capital Management LLC |
161 |
75 |
-86 |
-53.42% |
| Asset Dedication LLC |
9,939 |
5,702 |
-4,237 |
-42.63% |
| PFS Partners LLC |
222 |
129 |
-93 |
-41.89% |
| Teamwork Financial Advisors LLC |
1,748 |
1,050 |
-698 |
-39.93% |
| Alpha Cubed Investments LLC |
1,193 |
767 |
-426 |
-35.71% |
| Gradient Investments LLC |
34 |
22 |
-12 |
-35.29% |
| Greenhouse Wealth Management LLC |
1,653 |
1,083 |
-570 |
-34.48% |
| CWM LLC |
4,383 |
2,963 |
-1,420 |
-32.40% |
| Baldwin Brothers Inc. MA |
115 |
78 |
-37 |
-32.17% |
| Fulton Bank N.A. |
1,674 |
1,145 |
-529 |
-31.60% |
| Regions Financial Corp |
2,817 |
1,961 |
-856 |
-30.39% |
| Patriot Investment Management Inc. |
2,344 |
1,648 |
-696 |
-29.69% |
| Global Wealth Strategies & Associates |
889 |
631 |
-258 |
-29.02% |
| Costello Asset Management INC |
141 |
101 |
-40 |
-28.37% |
| BTS Asset Management Inc. |
828 |
616 |
-212 |
-25.60% |
| Montecito Bank & Trust |
1,034 |
784 |
-250 |
-24.18% |
| MinichMacGregor Wealth Management LLC |
2,480 |
1,971 |
-509 |
-20.52% |
| Evolution Wealth Advisors LLC |
1,330 |
1,060 |
-270 |
-20.30% |
| Leavell Investment Management Inc. |
3,673 |
3,025 |
-648 |
-17.64% |
| Octavia Wealth Advisors LLC |
1,783 |
1,503 |
-280 |
-15.70% |
| Moisand Fitzgerald Tamayo LLC |
188 |
160 |
-28 |
-14.89% |
| Moseley Investment Management Inc. |
1,465 |
1,266 |
-199 |
-13.58% |
| City Holding Co. |
299 |
259 |
-40 |
-13.38% |
| Independence Bank of Kentucky |
305 |
265 |
-40 |
-13.11% |
| Signature Securities Group Corporation |
3,953 |
3,488 |
-465 |
-11.76% |
| Smith Anglin Financial LLC |
914 |
808 |
-106 |
-11.60% |
| Selective Wealth Management Inc. |
1,099 |
973 |
-126 |
-11.46% |
| Capstone Triton Financial Group LLC |
6,595 |
5,850 |
-745 |
-11.30% |
| WASHINGTON TRUST Co |
610 |
545 |
-65 |
-10.66% |
| Fifth Third Bancorp |
30,011 |
26,840 |
-3,171 |
-10.57% |
| Founders Financial Securities LLC |
2,112 |
1,895 |
-217 |
-10.27% |
| Summit Trail Advisors LLC |
4,536 |
4,079 |
-457 |
-10.07% |
| Trilogy Capital Inc. |
9,183 |
8,332 |
-851 |
-9.27% |
| CIC Wealth LLC |
9,298 |
8,504 |
-794 |
-8.54% |
| AMI Investment Management Inc. |
34,367 |
31,585 |
-2,782 |
-8.09% |
| Bridgewealth Advisory Group LLC |
857 |
789 |
-68 |
-7.93% |
| Chapin Davis Inc. |
1,033 |
954 |
-79 |
-7.65% |
| Silverlake Wealth Management LLC |
1,660 |
1,535 |
-125 |
-7.53% |
| Principle Wealth Partners LLC |
8,729 |
8,086 |
-643 |
-7.37% |
| Yoder Wealth Management Inc. |
2,365 |
2,195 |
-170 |
-7.19% |
| Activest Wealth Management |
863 |
802 |
-61 |
-7.07% |
| Monticello Wealth Management LLC |
1,154 |
1,074 |
-80 |
-6.93% |
| Dynamic Advisor Solutions LLC |
5,955 |
5,546 |
-409 |
-6.87% |
| Raymond James & Associates |
185,645 |
173,823 |
-11,822 |
-6.37% |
| Nations Financial Group Inc. IA ADV |
3,614 |
3,385 |
-229 |
-6.34% |
| Tompkins Financial Corp |
796 |
747 |
-49 |
-6.16% |
| Inspirion Wealth Advisors LLC |
1,211 |
1,137 |
-74 |
-6.11% |
| Horizon Bancorp Inc. IN |
578 |
544 |
-34 |
-5.88% |
| PPS&V Asset Management Consultants Inc. |
1,810 |
1,705 |
-105 |
-5.80% |
| RDA Financial Network |
6,945 |
6,560 |
-385 |
-5.54% |
| IVC Wealth Advisors LLC |
1,757 |
1,660 |
-97 |
-5.52% |
| Park Avenue Securities LLC |
872 |
825 |
-47 |
-5.39% |
| Norwood Financial Corp |
945 |
895 |
-50 |
-5.29% |
| Spire Wealth Management |
4,275 |
4,051 |
-224 |
-5.24% |
| Stableford Capital II LLC |
1,677 |
1,590 |
-87 |
-5.19% |
| UMA Financial Services Inc. |
834 |
791 |
-43 |
-5.16% |
| LexAurum Advisors LLC |
2,297 |
2,179 |
-118 |
-5.14% |
| Capital Investment Advisors LLC |
1,284 |
1,218 |
-66 |
-5.14% |
| Brown Advisory Inc. |
23,314 |
22,168 |
-1,146 |
-4.92% |
| Cora Capital Advisors LLC |
15,632 |
14,870 |
-762 |
-4.87% |
| McGlone Suttner Wealth Management Inc. |
4,671 |
4,482 |
-189 |
-4.05% |
| HF Advisory Group LLC |
2,208 |
2,119 |
-89 |
-4.03% |
| ST Germain D J Co. Inc. |
1,663 |
1,596 |
-67 |
-4.03% |
| Parsons Capital Management Inc. RI |
6,045 |
5,811 |
-234 |
-3.87% |
| SOL Capital Management CO |
7,389 |
7,130 |
-259 |
-3.51% |
| First Financialcorp IN |
13,667 |
13,194 |
-473 |
-3.46% |
| Cambridge Investment Research Advisors Inc. |
169,162 |
163,626 |
-5,536 |
-3.27% |
| American Institute for Advanced Investment Management LLP |
1,701 |
1,646 |
-55 |
-3.23% |
| SeaCrest Wealth Management LLC |
2,042 |
1,976 |
-66 |
-3.23% |
| Park National Corp OH |
27,072 |
26,200 |
-872 |
-3.22% |
| Flagship Harbor Advisors LLC |
2,388 |
2,313 |
-75 |
-3.14% |
| Marotta Asset Management |
72,410 |
70,299 |
-2,111 |
-2.92% |
| Altfest L J & Co. Inc. |
4,484 |
4,356 |
-128 |
-2.85% |
| Courier Capital LLC |
1,013 |
986 |
-27 |
-2.67% |
| Gradient Capital Advisors LLC |
3,487 |
3,400 |
-87 |
-2.49% |
| RBA Wealth Management LLC |
3,869 |
3,774 |
-95 |
-2.46% |
| Davis Capital Management |
464 |
453 |
-11 |
-2.37% |
| WBH Advisory Inc. |
76,839 |
75,249 |
-1,590 |
-2.07% |
| Financial Freedom LLC |
10,145 |
9,964 |
-181 |
-1.78% |
| Dentgroup LLC |
3,647 |
3,583 |
-64 |
-1.75% |
| Procyon Private Wealth Partners LLC |
864 |
851 |
-13 |
-1.50% |
| Raymond James Trust N.A. |
984 |
971 |
-13 |
-1.32% |
| CRA Financial Services LLC |
4,958 |
4,897 |
-61 |
-1.23% |
| Financial Management Network Inc. |
33,508 |
33,105 |
-403 |
-1.20% |
| DHJJ Financial Advisors Ltd. |
2,612 |
2,586 |
-26 |
-1.00% |
| First PREMIER Bank |
20,211 |
20,020 |
-191 |
-0.95% |
| Wesbanco Bank Inc. |
972 |
964 |
-8 |
-0.82% |
| Kingswood Wealth Advisors LLC |
3,257 |
3,231 |
-26 |
-0.80% |
| Wealth Management Resources Inc. |
24,509 |
24,338 |
-171 |
-0.70% |
| Galvin Gaustad & Stein LLC |
944 |
939 |
-5 |
-0.53% |
| Everett Harris & Co. CA |
754,891 |
751,489 |
-3,402 |
-0.45% |
| Main Street Financial Solutions LLC |
4,423 |
4,405 |
-18 |
-0.41% |
| Dakota Wealth Management |
54,914 |
54,782 |
-132 |
-0.24% |
| Trust Co. of Oklahoma |
26,015 |
25,959 |
-56 |
-0.22% |
| Allen Mooney & Barnes Investment Advisors LLC |
1,008 |
1,006 |
-2 |
-0.20% |
| Essex Private Wealth Management LLC |
8,003 |
7,995 |
-8 |
-0.10% |
| Webster Bank N. A. |
18,560 |
18,544 |
-16 |
-0.09% |
| Baker Ellis Asset Management LLC |
12,985 |
12,977 |
-8 |
-0.06% |
| Praetorian Wealth Management Inc. |
14,832 |
14,825 |
-7 |
-0.05% |
| CCG Wealth Management LLC |
5,245 |
5,244 |
-1 |
-0.02% |
| 13F Filers Exiting VHT |
|---|
| BKM Wealth Management LLC |
10 |
0 |
-10 |
-100.00% |
| Mayport LLC |
875 |
0 |
-875 |
-100.00% |
| Independent Wealth Network Inc. |
834 |
0 |
-834 |
-100.00% |
| Level Financial Advisors Inc. |
177 |
0 |
-177 |
-100.00% |
| Annapolis Financial Services LLC |
6 |
0 |
-6 |
-100.00% |
| Tennessee Valley Asset Management Partners |
44 |
0 |
-44 |
-100.00% |
| Inscription Capital LLC |
3,716 |
0 |
-3,716 |
-100.00% |
| Oakworth Capital Inc. |
199 |
0 |
-199 |
-100.00% |
| Investors Asset Management of Georgia Inc. GA ADV |
919 |
0 |
-919 |
-100.00% |
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