Pacer US Cash Cows 100 ETFCOWZETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 759 institutions reported holding Pacer US Cash Cows 100 ETF (COWZ) in their 13F filings, up 2 from Q2 2024. 54 opened new positions and 54 sold out. The largest holders were Bank of America Corp. ($3.7B), Morgan Stanley ($1.6B) and LPL Financial LLC ($1.1B). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Pacer US Cash Cows 100 ETF
- Filed as
- PACER FDS TR (Q3 2024)
- CUSIP
- 69374H881
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $39.7M |
| Exits | 54 | $159.3M |
All 13F filers, Q2 2024 → Q3 2024: 14,114,260 shares bought and 12,106,078 shares sold, net +2,008,182 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 759 holders
| Bank of America Corp. | 0.33% | Add +1.6% | 64,675,567 | $3.7B |
| Morgan Stanley | 0.12% | Add +2.1% | 28,181,752 | $1.6B |
| LPL Financial LLC | 0.51% | Add +6.1% | 19,767,214 | $1.1B |
| Northwestern Mutual Wealth Management Co. | 0.73% | Add +0.1% | 14,182,678 | $820.2M |
| Wells Fargo & Company | 0.16% | Add +0.8% | 11,405,445 | $659.6M |
| Ameriprise Financial Inc. | 0.14% | Add +5.7% | 9,226,016 | $533.5M |
| Osaic Holdings, Inc. | 1.11% | Reduce -3.1% | 8,488,067 | $491.0M |
| UBS Group AG | 0.12% | Reduce -10.7% | 7,616,252 | $440.4M |
| Raymond James & Associates | 0.26% | Add +7.5% | 7,235,912 | $418.5M |
| Envestnet Asset Management Inc. | 0.13% | Add +10.6% | 7,082,878 | $409.6M |
| Raymond James Financial Services Advisors, Inc. | 0.52% | Add +0.8% | 6,786,907 | $392.5M |
| Royal Bank of Canada | 0.07% | Add +1.2% | 5,768,103 | $333.6M |
| Commonwealth Equity Services, LLC | 0.46% | Add +8.3% | 5,261,767 | $304.3M |
| Cetera Investment Advisers | 0.58% | Add +5.2% | 4,575,334 | $264.6M |
| Cambridge Investment Research Advisors, Inc. | 0.89% | Add +3.4% | 4,499,990 | $260.2M |
| Avantax Advisory Services, Inc. | 0.95% | Add +48.3% | 2,494,334 | $144.2M |
| MML Investors Services, LLC | 0.47% | Add +5.1% | 2,214,276 | $128.1M |
| Wealth Enhancement Advisory Services, LLC | 0.23% | Add +6.3% | 1,888,102 | $109.2M |
| Stifel Financial Corp. | 0.11% | Add +10.2% | 1,867,702 | $108.0M |
| HighTower Advisors, LLC | 0.15% | Add +4.1% | 1,799,981 | $104.1M |
| Carlson Capital Management | 4.25% | Add +5.8% | 1,731,824 | $100.2M |
| Kestra Advisory Services, LLC | 0.51% | Reduce -5.5% | 1,613,638 | $93.3M |
| Requisite Capital Management, LLC | 16.49% | Add +8.5% | 1,357,350 | $78.8M |
| Mariner, LLC | 0.13% | Add +39.0% | 1,236,303 | $71.5M |
| Baird Financial Group, Inc. | 0.13% | Add +4.7% | 1,195,885 | $69.2M |
| Sanctuary Advisors, LLC | 0.42% | Reduce -1.7% | 1,096,370 | $66.6M |
| Truist Financial Corp. | 0.09% | Add +12.4% | 1,013,711 | $58.6M |
| Orion Porfolio Solutions, LLC | 0.57% | Reduce -3.3% | 992,725 | $57.4M |
| Orion Portfolio Solutions, LLC | 0.57% | Reduce -3.3% | 992,725 | $57.4M |
| Traphagen Investment Advisors LLC | 5.76% | Add +2.5% | 987,448 | $57.1M |
| Steward Partners Investment Advisory, LLC | 0.52% | Add +8.5% | 978,158 | $56.6M |
| Equitable Holdings, Inc. | 0.52% | Add +6.3% | 930,989 | $53.8M |
| Capital Asset Advisory Services LLC | 2.60% | Add +3.1% | 902,496 | $52.1M |
| Thrivent Financial for Lutherans | 0.10% | Add +230.0% | 884,559 | $51.2M |
| Axxcess Wealth Management, LLC | 1.27% | Reduce -20.1% | 871,164 | $50.4M |
| Atria Wealth Solutions, Inc. | 0.54% | Add +1.8% | 863,901 | $50.1M |
| Modern Wealth Management, LLC | 3.07% | Add +95.2% | 864,492 | $50.0M |
| Sfmg, LLC | 3.97% | Add +1.4% | 846,228 | $48.9M |
| Rockefeller Capital Management L.P. | 0.13% | Reduce -14.7% | 828,108 | $47.9M |
| Northeast Financial Consultants Inc | 2.07% | Reduce -1.6% | 816,791 | $47.2M |
| Private Advisor Group, LLC | 0.29% | Reduce -6.3% | 813,725 | $47.1M |
| RVW Wealth, LLC | 4.22% | Reduce -1.1% | 784,980 | $45.4M |
| O'Brien Wealth Partners LLC | 8.82% | Add +2.9% | 777,927 | $45.0M |
| Intelligence Driven Advisers, LLC | 6.25% | Reduce -8.9% | 756,258 | $43.7M |
| Citigroup Inc. | 0.04% | Add +3.0% | 735,475 | $42.5M |
| Evensky & Katz LLC | 2.76% | Add +2.6% | 734,201 | $42.5M |
| Provident Wealth Management, LLC | 13.96% | Add +8.1% | 707,475 | $40.9M |
| Foundations Investment Advisors, LLC | 0.81% | Reduce -4.8% | 663,997 | $38.4M |
| Edge Capital Group, LLC | 1.66% | Reduce -1.4% | 646,936 | $37.4M |
| Oppenheimer & Co. Inc. | 0.57% | Reduce -9.7% | 642,940 | $37.2M |
| Jones Financial Companies LLLP | 0.04% | Add +110.1% | 591,634 | $34.2M |
| Onyx Bridge Wealth Group LLC | 5.15% | Add +20.0% | 590,242 | $34.1M |
| Sigma Planning Corp | 1.04% | Reduce -7.8% | 584,321 | $33.8M |
| Correct Capital Wealth Management | 7.43% | Add +11.5% | 580,422 | $33.6M |
| Wealthcare Advisory Partners LLC | 0.94% | Add +3.2% | 568,377 | $32.9M |
| Kestra Private Wealth Services, LLC | 0.59% | Add +12.7% | 557,582 | $32.2M |
| Cooper Financial Group | 4.17% | Add +8.0% | 555,575 | $32.1M |
| Affinity Wealth Management LLC | 5.67% | Add +0.9% | 552,421 | $31.9M |
| Wilmington Savings Fund Society, FSB | 0.57% | Reduce -5.5% | 548,408 | $31.7M |
| Focus Partners Wealth | 0.10% | Reduce -90.2% | 97,179 | $31.4M |
| Synovus Financial Corp. | 0.35% | Add +213.7% | 525,452 | $30.4M |
| Hollencrest Capital Management | 1.25% | Reduce -1.2% | 522,866 | $30.2M |
| D.A. Davidson & Co. | 0.24% | Add +3.0% | 499,033 | $28.9M |
| Certified Advisory Corp | 3.13% | Add +6.4% | 487,799 | $28.2M |
| Brio Consultants, LLC | 4.48% | Add +0.3% | 486,579 | $28.1M |
| Thoroughbred Financial Services, LLC | 1.80% | Add +6.2% | 481,473 | $27.8M |
| Retirement Planning Group, LLC | 1.44% | Reduce -6.2% | 455,905 | $26.4M |
| Wealth Group Ltd | 7.63% | Add +4.0% | 453,381 | $26.2M |
| Sage Advisory Services, Ltd.Co. | 7.34% | No change | 479,945 | $26.2M |
| Grant Street Asset Management, Inc. | 7.65% | Add +0.9% | 451,857 | $26.1M |
| Independent Financial Group, LLC | 0.95% | Add +4.7% | 446,931 | $25.8M |
| Comerica Bank | 0.10% | Reduce -1.3% | 444,422 | $25.7M |
| MAI Capital Management | 0.24% | Add +0.5% | 438,656 | $25.4M |
| Paragon Capital Management Ltd | 4.99% | Add +1.7% | 437,787 | $25.3M |
| Atria Investments, Inc | 0.31% | Reduce -6.5% | 428,950 | $24.8M |
| WR Wealth Planners, LLC | 6.88% | Reduce -5.1% | 427,750 | $24.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.9% | 425,812 | $24.6M |
| Unique Wealth, LLC | 5.63% | Reduce -16.9% | 425,363 | $24.6M |
| Bank of New York Mellon Corp | 0.00% | Add +9.5% | 422,280 | $24.4M |
| Goldstein Advisors, LLC | 3.63% | Reduce -16.3% | 413,016 | $23.9M |
| Wiser Wealth Management, Inc | 6.83% | Reduce -4.0% | 411,926 | $23.8M |
| Cora Capital Advisors LLC | 11.67% | Add +2.5% | 409,407 | $23.7M |
| Great Valley Advisor Group, Inc. | 0.57% | Reduce -5.6% | 402,742 | $23.3M |
| PFG Advisors | 1.45% | Reduce -23.7% | 396,274 | $22.9M |
| Apexium Financial, LP | 1.50% | Add +11.9% | 391,270 | $22.7M |
| Foster Victor Wealth Advisors, LLC | 1.81% | Add +0.3% | 389,756 | $22.6M |
| IAM Advisory, LLC | 5.72% | Add +0.9% | 391,073 | $22.6M |
| Teamwork Financial Advisors, LLC | 3.09% | Reduce -1.4% | 385,967 | $22.3M |
| Harbour Investments, Inc. | 0.66% | Add +0.3% | 381,451 | $22.1M |
| HBW Advisory Services LLC | 3.20% | Add +102.1% | 378,734 | $21.9M |
| Captrust Financial Advisors | 0.07% | Add +2.7% | 378,490 | $21.9M |
| Corient Private Wealth LP | 0.03% | Reduce -49.3% | 374,093 | $21.6M |
| NewEdge Advisors, LLC | 0.14% | Add +15.0% | 372,428 | $21.5M |
| Clark Capital Management Group, Inc. | 0.14% | Reduce -33.6% | 350,703 | $20.3M |
| CMC Financial Group | 29.73% | Reduce -6.9% | 349,763 | $20.2M |
| Stratos Wealth Partners, LTD. | 0.29% | Add +11.0% | 346,000 | $20.0M |
| Smith, Moore & Co. | 1.89% | Add +0.8% | 341,315 | $19.7M |
| Oxford Wealth Group, LLC | 16.05% | Reduce -20.9% | 341,167 | $19.7M |
| Capital Advisors Wealth Management, LLC | 3.57% | Add +3.8% | 334,736 | $19.4M |
| Sanchez Wealth Management Group | 5.87% | Add +4.6% | 333,084 | $19.3M |
| Aprio Wealth Management, LLC | 3.03% | Reduce -6.6% | 328,115 | $19.0M |
| Socha Financial Group, LLC | 8.19% | Add +2.5% | 326,597 | $18.9M |
| WealthPLAN Partners, LLC | 2.51% | Add +0.3% | 323,467 | $18.7M |
| Pacer Advisors, Inc. | 0.04% | Add +0.8% | 321,386 | $18.6M |
| Cwm, LLC | 0.08% | Add +16.6% | 318,193 | $18.4M |
| Concurrent Investment Advisors, LLC | 0.53% | Add +7.5% | 311,645 | $18.0M |
| Procyon Advisors, LLC | 1.20% | Add +1.3% | 302,356 | $17.5M |
| Hudock, Inc. | 3.02% | Add +1.9% | 301,957 | $17.5M |
| Regimen Wealth, LLC | 5.45% | Add +0.8% | 291,075 | $16.8M |
| J.W. Cole Advisors, Inc. | 0.70% | Reduce -2.3% | 290,563 | $16.8M |
| IHT Wealth Management, LLC | 0.47% | Add +46.9% | 288,870 | $16.7M |
| Prospera Financial Services Inc | 0.43% | Add +8.0% | 288,120 | $16.7M |
| Bryn Mawr Trust Advisors, LLC | 0.87% | Add +10.9% | 278,929 | $16.1M |
| ODonnell Financial Services, LLC | 6.51% | Reduce -36.0% | 276,901 | $16.0M |
| Mgo One Seven LLC | 0.69% | Reduce -2.0% | 275,468 | $15.9M |
| Csenge Advisory Group | 0.81% | Reduce -4.9% | 266,083 | $15.5M |
| Columbia Advisory Partners LLC | 14.68% | Reduce -5.4% | 268,002 | $15.5M |
| Cerity Partners LLC | 0.03% | Reduce -13.0% | 267,444 | $15.5M |
| Clay Northam Wealth Management, LLC | 10.48% | Add +25.9% | 263,418 | $15.2M |
| Benchmark Financial Wealth Advisors, LLC | 4.74% | Add +8.3% | 245,866 | $14.2M |
| &partners | 0.27% | Add +420.8% | 245,166 | $14.2M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +10.1% | 243,138 | $14.1M |
| Financial Partners Group, Inc | 2.08% | Reduce -8.0% | 242,799 | $14.0M |
| Financial Planning & Information Services, Inc. | 1.93% | Add +3.1% | 242,566 | $14.0M |
| Heck Capital Advisors, LLC | 1.61% | Reduce -2.9% | 241,643 | $14.0M |
| Ballast, Inc. | 3.93% | Add +2.9% | 239,684 | $13.9M |
| PSI Advisors, LLC | 3.99% | Add +9.1% | 235,557 | $13.6M |
| American Planning Services, Inc. | 10.69% | Reduce -2.2% | 233,593 | $13.5M |
| B. Riley Wealth Advisors, Inc. | 0.37% | Reduce -13.8% | 232,439 | $13.5M |
| DAVENPORT & Co LLC | 0.08% | Add +7.9% | 231,814 | $13.4M |
| Meridian Wealth Management, LLC | 0.65% | Add +18.6% | 227,782 | $13.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.98% | Reduce -3.4% | 226,192 | $13.1M |
| Kraft, Davis & Associates, LLC | 3.89% | Reduce -3.0% | 229,043 | $13.0M |
| Financial Advocates Investment Management | 0.74% | Add +1.2% | 225,114 | $13.0M |
| Adapt Wealth Advisors, LLC | 6.92% | Add +2.9% | 223,756 | $12.9M |
| Beaumont Financial Advisors, LLC | 1.00% | Add +1.7% | 222,201 | $12.8M |
| Madrona Financial Services, LLC | 3.56% | Add +10.6% | 221,430 | $12.8M |
| Global Retirement Partners, LLC | 0.38% | Add +0.8% | 214,933 | $12.4M |
| Instrumental Wealth, LLC | 12.10% | Add +3.9% | 212,029 | $12.4M |
| Moneco Advisors, LLC | 1.53% | Add +29.9% | 212,311 | $12.3M |
| Belpointe Asset Management LLC | 0.73% | Add +14.1% | 211,777 | $12.2M |
| Wedbush Securities Inc. | 0.45% | Add +2.0% | 210,723 | $12.2M |
| Moneywise, Inc. | 5.99% | Reduce -6.0% | 210,470 | $12.2M |
| Creative Financial Designs Inc. | 1.01% | Add +9.0% | 207,713 | $12.0M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -33.2% | 207,720 | $12.0M |
| Principal Securities, Inc. | 0.29% | Reduce -4.3% | 206,271 | $11.9M |
| Fifth Third Bancorp | 0.04% | Add +27.2% | 205,908 | $11.9M |
| Sepio Capital, LP | 0.93% | Reduce -25.4% | 205,816 | $11.9M |
| Level Four Advisory Services, LLC | 0.50% | Reduce -1.8% | 208,860 | $11.9M |
| Altus Wealth Group LLC | 4.98% | Add +21.7% | 201,524 | $11.7M |
| Longview Financial Advisors, Inc. | 8.53% | Add +1.0% | 201,328 | $11.6M |
| Venture Visionary Partners LLC | 0.52% | Add +9.9% | 201,263 | $11.6M |
| Cozad Asset Management Inc. | 1.08% | Add +11.0% | 195,936 | $11.3M |
| SPC Financial, Inc. | 0.99% | Add +2.0% | 194,914 | $11.3M |
| Owen LaRue, LLC | 5.93% | Reduce -1.7% | 193,059 | $11.2M |
| Advisory Alpha, LLC | 0.39% | Add +11.1% | 191,699 | $11.1M |
| Swisher Financial Concepts, Inc. | 6.90% | Add +25.4% | 190,607 | $11.0M |
| Cyr Financial Inc. | 10.19% | Add +2.8% | 188,709 | $10.9M |
| Compound Planning, Inc. | 0.68% | Add +15.5% | 188,236 | $10.9M |
| Investment Advisory Services Inc. /TX | 3.80% | Add +18.6% | 185,990 | $10.8M |
| Holland Advisory Services, Inc. | 14.02% | Reduce -17.2% | 185,410 | $10.7M |
| Plan Group Financial, LLC | 5.63% | Add +5.8% | 184,539 | $10.7M |
| Chicago Wealth Management, Inc. | 5.64% | Reduce -1.8% | 182,871 | $10.6M |
| Burns Matteson Capital Management, LLC | 5.91% | Add +0.6% | 182,155 | $10.5M |
| Ted Buchan & Co | 4.93% | Add +22.2% | 179,731 | $10.4M |
| Aspire Wealth Management Corp | 5.54% | Add +8.3% | 177,977 | $10.3M |
| KilterHowling LLC | 6.45% | Add +2.6% | 177,705 | $10.3M |
| Gerber, LLC | 7.52% | Reduce -3.0% | 177,004 | $10.2M |
| Geneos Wealth Management Inc. | 0.39% | Add +22.0% | 176,270 | $10.2M |
| Calton & Associates, Inc. | 3.88% | Add +116.8% | 175,417 | $10.1M |
| IFP Advisors, Inc | 0.36% | Add +32.2% | 174,859 | $10.1M |
| Cornerstone Planning Group LLC | 2.65% | New | 175,209 | $10.0M |
| Prosperity Consulting Group, LLC | 0.78% | Add +111.8% | 172,750 | $10.0M |
| Stratos Wealth Advisors, LLC | 0.46% | Add +14.8% | 172,201 | $10.0M |
| Advisory Services Network, LLC | 0.20% | No change | 178,560 | $9.7M |
| American Alpha Advisors, LLC | 9.06% | — | 167,110 | $9.7M |
| Pacific Wealth Management | 4.42% | Add +3.9% | 164,467 | $9.5M |
| Aptus Capital Advisors, LLC | 0.14% | Add +4.5% | 162,306 | $9.4M |
| U.S. Capital Wealth Advisors, LLC | 0.33% | Add +0.5% | 162,064 | $9.4M |
| World Investment Advisors | 0.29% | Add +2.7% | 160,023 | $9.3M |
| Avaii Wealth Management, LLC | 4.67% | Add +8.6% | 159,794 | $9.2M |
| RFG Advisory, LLC | 0.28% | Add +12.0% | 157,430 | $9.1M |
| XML Financial, LLC | 0.83% | Add +20.1% | 154,964 | $9.0M |
| Nations Financial Group Inc, /Ia/ | 0.64% | Add +37.5% | 151,857 | $8.8M |
| Echo Wealth Management, LLC | 6.12% | Reduce -0.3% | 150,703 | $8.8M |
| Mma Asset Management LLC | 2.32% | Add +36.6% | 163,653 | $8.7M |
| Clarus Wealth Advisors | 4.36% | Reduce -1.6% | 146,837 | $8.6M |
| Strategic Equity Management | 4.01% | Add +69.9% | 146,299 | $8.5M |
| Fermata Advisors, LLC | 1.69% | Add +2.5% | 144,358 | $8.3M |
| Presidio Capital Management, LLC | 5.27% | Add +6.7% | 142,459 | $8.2M |
| Jefferies Financial Group Inc. | 0.14% | Add +0.4% | 141,926 | $8.2M |
| Oxler Private Wealth LLC | 2.85% | Add +1.2% | 141,384 | $8.2M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -2.4% | 138,806 | $8.0M |
| LWM Advisory Services, LLC | 5.92% | Reduce -3.9% | 138,206 | $8.0M |
| McAlister, Sweet & Associates, Inc. | 6.59% | Reduce -46.3% | 137,976 | $8.0M |
| Mitchell McLeod Pugh & Williams Inc. | 1.66% | Add +11.4% | 137,225 | $7.9M |
| Parcion Private Wealth LLC | 0.66% | Add +6.9% | 136,690 | $7.9M |
| Tamar Securities, LLC | 1.11% | Add +5.2% | 136,193 | $7.9M |
| Per Stirling Capital Management, LLC. | 1.08% | Reduce -24.9% | 134,507 | $7.8M |
| Chicago Partners Investment Group LLC | 0.28% | Reduce -7.1% | 135,686 | $7.8M |
| AllGen Financial Advisors, Inc. | 2.50% | Add +105.2% | 133,012 | $7.7M |
| EverSource Wealth Advisors, LLC | 0.49% | Add +1.8% | 132,522 | $7.7M |
| MBL Wealth, LLC | 0.82% | Reduce -20.8% | 132,156 | $7.6M |
| BlueChip Wealth Advisors LLC | 3.97% | Add +12.9% | 131,085 | $7.6M |
| Commonwealth Financial Services, LLC | 1.49% | Add +6.3% | 130,599 | $7.5M |
| Searcy Financial Services Inc. | 3.53% | Add +1.0% | 130,100 | $7.5M |
| Accordant Advisory Group Inc | 8.32% | Add +6.3% | 129,345 | $7.5M |
| Trademark Financial Management, LLC | 5.90% | Reduce -10.3% | 128,560 | $7.4M |
| Clear Creek Financial Management, LLC | 0.84% | Reduce -5.0% | 128,304 | $7.4M |
| Concourse Financial Group Securities, Inc. | 0.43% | Reduce -5.2% | 125,793 | $7.3M |
| IVC Wealth Advisors LLC | 3.97% | Add +3.6% | 125,560 | $7.3M |
| Financial Guidance Group, Inc. | 4.23% | Add +6.2% | 125,329 | $7.2M |
| Nilsine Partners, LLC | 0.92% | Add +1.6% | 123,364 | $7.1M |
| Moors & Cabot, Inc. | 0.35% | Add +9.8% | 122,541 | $7.1M |
| USAdvisors Wealth Management, LLC | 2.46% | Add +8.7% | 121,856 | $7.0M |
| Flagship Harbor Advisors, LLC | 0.38% | Reduce -10.4% | 120,863 | $7.0M |
| Team Financial Group, LLC | 4.14% | Add +1.3% | 120,468 | $7.0M |
| Trustmark Bank Trust Department | 0.52% | Add +11.4% | 119,919 | $6.9M |
| RiverTree Advisors, LLC | 4.69% | Reduce -8.9% | 119,586 | $6.9M |
| Mainsail Financial Group, LLC | 4.10% | Add +14.8% | 118,989 | $6.9M |
| Ameritas Advisory Services, LLC | 0.29% | Add +3.4% | 116,879 | $6.8M |
| Perennial Investment Advisors, LLC | 0.87% | Add +6.6% | 115,310 | $6.7M |
| Modus Advisors, LLC | 2.18% | Reduce -0.4% | 114,748 | $6.6M |
| FWG Holdings, LLC | 3.26% | Reduce -35.3% | 113,848 | $6.6M |
| Aveo Capital Partners, LLC | 0.69% | Reduce -0.8% | 113,103 | $6.5M |
| Financial Management Network Inc. | 1.36% | Add +0.4% | 111,383 | $6.5M |
| Blair William & Co. | 0.02% | Add +11.6% | 112,326 | $6.5M |
| One Plus One Wealth Management, LLC | 3.85% | Reduce -0.5% | 112,273 | $6.5M |
| Aspire Capital Advisors LLC | 1.93% | Add +2.6% | 111,746 | $6.5M |
| WealthPlan Investment Management, LLC | 0.64% | Add +9.4% | 108,604 | $6.3M |
| HB Wealth Management, LLC | 0.07% | Reduce -6.7% | 107,440 | $6.2M |
| Fiduciary Alliance LLC | 0.82% | Add +31.2% | 106,086 | $6.1M |
| Copley Financial Group, Inc. | 5.55% | — | 105,666 | $6.1M |
| Centaurus Financial, Inc. | 0.39% | Reduce -2.5% | 105,283 | $6.1M |
| Benjamin Edwards Inc. | 0.09% | Add +213.6% | 104,791 | $6.1M |
| Perissos Private Wealth Management, LLC | 4.86% | Add +7.0% | 104,614 | $6.0M |
| Cresset Asset Management, LLC | 0.02% | Add +11.3% | 102,983 | $6.0M |
| Evolution Wealth Advisors, LLC | 1.07% | Add +8.7% | 102,681 | $5.9M |
| Castle Wealth Management LLC | 2.32% | Reduce -2.3% | 99,918 | $5.8M |
| Park Avenue Securities LLC | 0.07% | Reduce -10.8% | 100,079 | $5.8M |
| Granby Capital Management, LLC | 2.99% | No change | 100,000 | $5.8M |
| Founders Financial Securities LLC | 0.53% | Reduce -5.0% | 99,921 | $5.8M |
| Kickstand Ventures, Llc. | 1.45% | Add +2.7% | 97,945 | $5.7M |
| Aberdeen Group plc | 0.01% | Reduce -31.9% | 96,947 | $5.6M |
| American Financial & Tax Strategies Inc. | 2.81% | Add +6.9% | 95,877 | $5.5M |
| Code Waechter LLC | 5.28% | — | 95,756 | $5.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.74% | Reduce -57.5% | 95,307 | $5.5M |
| Raymond James Trust N.A. | 0.12% | Add +12.1% | 95,270 | $5.5M |
| Grant/GrossMendelsohn, LLC | 2.37% | Add +0.1% | 94,796 | $5.5M |
| Fidelis Capital Partners, LLC | 0.65% | Add +19.1% | 95,019 | $5.4M |
| AdvisorNet Financial, Inc | 0.40% | Add +6.5% | 93,617 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | Add +361.2% | 92,102 | $5.3M |
| First Heartland Consultants, Inc. | 0.57% | Reduce -45.6% | 91,996 | $5.3M |
| Beacon Investment Advisory Services, Inc. | 0.22% | Reduce -0.3% | 91,575 | $5.3M |
| Pinnacle Financial Partners Inc | 0.11% | Add +56.8% | 91,498 | $5.3M |
| Titleist Asset Management, LLC | 0.77% | Reduce -1.9% | 91,413 | $5.3M |
| Bridge Advisory, LLC | 2.49% | Add +2.5% | 90,349 | $5.2M |
| Campbell Capital Management Inc. | 2.05% | Reduce -1.0% | 89,645 | $5.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.29% | Add +1.1% | 89,542 | $5.2M |
| Anson Capital, Inc. | 4.56% | Add +14.4% | 88,203 | $5.1M |
| Carolinas Wealth Consulting LLC | 0.91% | Add +3.5% | 86,566 | $5.0M |
| FDx Advisors, Inc. | 1.36% | Add +4.7% | 86,080 | $5.0M |
| Kingsview Wealth Management, LLC | 0.10% | Add +21.4% | 86,030 | $5.0M |
| Fairscale Capital, LLC | 4.33% | Reduce -2.4% | 85,059 | $4.9M |
| Perigon Wealth Management, LLC | 0.13% | Reduce -20.5% | 84,960 | $4.9M |
| Next Level Private LLC | 1.99% | Reduce -2.2% | 83,880 | $4.9M |
| Cary Street Partners Investment Advisory LLC | 0.18% | Add +10.8% | 83,415 | $4.8M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -34.2% | 82,215 | $4.8M |
| West Bancorporation Inc. | 3.17% | Add +9.5% | 82,188 | $4.8M |
| StoneX Group Inc. | 0.35% | Reduce -5.1% | 81,639 | $4.7M |
| IFG Advisory, LLC | 0.30% | Add +4.8% | 81,017 | $4.7M |
| Trilogy Capital Inc. | 0.24% | Add +2.4% | 80,906 | $4.7M |
| Fagan Associates, Inc. | 0.77% | Add +4.5% | 79,456 | $4.6M |
| PCG Wealth Advisors, LLC | 1.77% | Add +2.5% | 79,206 | $4.6M |
| Prairie Sky Financial Group LLC | 2.59% | Add +10.7% | 78,803 | $4.6M |
| Kolinsky Wealth Management, LLC | 2.92% | Add +2.6% | 77,548 | $4.5M |
| Merit Financial Group, LLC | 0.10% | Reduce -12.1% | 77,243 | $4.5M |
| Annex Advisory Services, LLC | 0.14% | Reduce -96.9% | 76,504 | $4.4M |
| First PREMIER Bank | 1.10% | Add +2.4% | 76,323 | $4.4M |
| Madison Park Capital Advisors, LLC | 3.24% | Add +1.6% | 74,740 | $4.3M |
| JBR Co Financial Management Inc | 2.82% | Add +0.0% | 74,420 | $4.3M |
| Journey Strategic Wealth LLC | 0.16% | Add +347.7% | 73,780 | $4.3M |
| Strategic Family Wealth Counselors, L.L.C. | 1.49% | Add +11.7% | 73,616 | $4.3M |
| Pine Valley Investments Ltd Liability Co | 0.29% | Reduce -6.1% | 72,657 | $4.2M |
| EPG Wealth Management LLC | 1.06% | Add +0.0% | 72,396 | $4.2M |
| Future Financial Wealth Managment LLC | 2.98% | Add +4.0% | 72,158 | $4.2M |
| Insight Advisors, LLC/ PA | 0.72% | Reduce -6.7% | 71,423 | $4.1M |
| Cornerstone Advisory, LLC | 0.54% | Reduce -5.4% | 71,383 | $4.1M |
| Lane & Associates LLC | 2.24% | Add +24.8% | 71,131 | $4.1M |
| Pinnacle Wealth Management Group, Inc. | 2.59% | Add +17.4% | 70,998 | $4.1M |
| Tyler-Stone Wealth Management | 0.77% | Add +100.0% | 70,192 | $4.1M |
| Private Client Services, LLC | 2.15% | Add +4.5% | 69,059 | $4.0M |
| Penobscot Wealth Management | 2.15% | Add +6.4% | 68,925 | $4.0M |
| Schmidt P J Investment Management Inc. | 0.68% | Reduce -12.3% | 68,577 | $4.0M |
| CoreCap Advisors, LLC | 0.19% | Add +7.1% | 68,489 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.5% | 68,377 | $4.0M |
| Ausdal Financial Partners, Inc. | 0.41% | Add +32.8% | 68,216 | $3.9M |
| CreativeOne Wealth, LLC | 0.13% | Add +116.3% | 66,538 | $3.8M |
| S. R. Schill & Associates | 2.71% | Reduce -5.0% | 66,286 | $3.8M |
| Apollon Wealth Management, LLC | 0.11% | Reduce -18.9% | 66,204 | $3.8M |
| Fortem Financial Group, LLC | 1.55% | Reduce -18.4% | 65,991 | $3.8M |
| 3EDGE Asset Management, LP | 0.27% | Reduce -42.6% | 64,772 | $3.7M |
| Good Life Advisors, LLC | 0.23% | Add +3.7% | 64,619 | $3.7M |
| Lodestone Wealth Management LLC | 1.85% | Add +22.8% | 63,821 | $3.7M |
| McKinley Carter Wealth Services, Inc. | 0.22% | Reduce -3.5% | 63,261 | $3.7M |
| Fortis Advisors, LLC | 2.37% | Reduce -6.0% | 63,198 | $3.7M |
| Centric Wealth Management | 0.97% | Reduce -37.5% | 61,199 | $3.7M |
| Bedel Financial Consulting, Inc. | 0.51% | Add +5.6% | 63,054 | $3.6M |
| Spectrum Strategic Capital Management, LLC | 2.44% | Add +27.2% | 62,096 | $3.6M |
| Symphony Financial Services, Inc. | 3.03% | Add +7.3% | 61,520 | $3.6M |
| Y-Intercept (Hong Kong) Ltd | 0.21% | New | 60,653 | $3.5M |
| Lunt Capital Management, Inc. | 1.63% | Add +34.6% | 60,325 | $3.5M |
| Focus Financial Network, Inc. | 0.14% | Add +20.4% | 60,011 | $3.5M |
| Main Street Financial Solutions, LLC | 0.32% | Reduce -64.9% | 59,496 | $3.4M |
| Lionsbridge Wealth Management LLC | 2.71% | Reduce -1.3% | 59,211 | $3.4M |
| Leavell Investment Management, Inc. | 0.17% | Add +9.5% | 58,644 | $3.4M |
| Brookstone Capital Management | 0.05% | Reduce -6.0% | 57,269 | $3.3M |
| Cohen & Steers, Inc. | 0.01% | No change | 56,609 | $3.3M |
| Valtinson Bruner Financial Planning LLC | 1.14% | Reduce -0.9% | 56,553 | $3.3M |
| TAP Consulting, LLC | 0.64% | Add +7.1% | 56,329 | $3.3M |
| Verus Capital Partners, LLC | 0.32% | Add +54.0% | 56,324 | $3.3M |
| Glen Eagle Advisors, LLC | 0.55% | Add +4.8% | 56,152 | $3.2M |
| Firestone Capital Management | 0.81% | Add +16.1% | 56,069 | $3.2M |
| US Bancorp \de | 0.00% | Add +9.8% | 55,529 | $3.2M |
| Betterment LLC | 0.01% | Add +31.0% | 55,295 | $3.2M |
| Avalon Capital Management | 0.96% | Reduce -0.6% | 55,087 | $3.2M |
| Secure Asset Management, LLC | 0.53% | Reduce -8.4% | 54,695 | $3.2M |
| SFI Advisors, LLC | 2.25% | Add +1.8% | 54,610 | $3.2M |
| Royal Harbor Partners, LLC | 1.22% | New | 54,464 | $3.1M |
| Nvest Financial, LLC | 1.79% | Add +13.1% | 54,108 | $3.1M |
| Atlas Wealth LLC | 1.99% | Add +16.6% | 54,042 | $3.1M |
| WNY Asset Management, LLC | 0.36% | Add +10.4% | 53,858 | $3.1M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -0.4% | 53,734 | $3.1M |
| Gotham Asset Management | 0.03% | Add +6.2% | 53,552 | $3.1M |
| Diversified Trust Co. | 0.08% | Add +864.5% | 53,345 | $3.1M |
| Cerro Pacific Wealth Advisors LLC | 1.17% | Add +2.3% | 56,585 | $3.1M |
| Stapp Wealth Management, PLLC | 4.96% | Add +3.6% | 53,101 | $3.1M |
| Nwam LLC | 0.19% | New | 52,986 | $3.1M |
| 49 Wealth Management, LLC | 0.49% | Reduce -87.9% | 51,792 | $3.0M |
| Comprehensive Financial Consultants Institutional, Inc. | 1.09% | Reduce -1.0% | 51,439 | $3.0M |
| Money Concepts Capital Corp. | 0.22% | Add +5.8% | 49,787 | $2.9M |
| ORG Partners LLC | 0.46% | Reduce -37.7% | 49,615 | $2.9M |
| Smart Portfolios, LLC | 2.82% | Reduce -13.4% | 47,875 | $2.8M |
| Capasso Planning Partners LLC | 0.81% | Reduce -21.9% | 47,566 | $2.8M |
| Smith Thornton Advisors LLC | 1.80% | Add +3.3% | 47,414 | $2.7M |
| Cornerstone Wealth Management, LLC | 0.19% | Reduce -8.7% | 46,790 | $2.7M |
| KPP Advisory Services LLC | 0.64% | Add +152.6% | 46,379 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +38.9% | 45,821 | $2.6M |
| BCS Wealth Management | 1.11% | Add +1.7% | 45,283 | $2.6M |
| New Century Financial Group, LLC | 0.95% | Reduce -0.6% | 45,046 | $2.6M |
| Laidlaw Wealth Management LLC | 1.27% | New | 44,549 | $2.6M |
| Bison Wealth, LLC | 0.41% | Reduce -25.9% | 44,470 | $2.6M |
| Fortis Capital Management LLC | 0.52% | Add +48.4% | 44,445 | $2.6M |
| Lokken Investment Group LLC | 1.07% | Add +0.9% | 44,444 | $2.6M |
| Farther Finance Advisors, LLC | 0.10% | Add +48.9% | 44,106 | $2.6M |
| Householder Group Estate & Retirement Specialist, LLC | 0.73% | Add +2.7% | 43,343 | $2.5M |
| Dana Investment Advisors, Inc. | 0.08% | Reduce -0.6% | 43,326 | $2.5M |
| Philip James Wealth Mangement, LLC | 0.32% | Add +6.5% | 43,308 | $2.5M |
| Sandbox Financial Partners, LLC | 0.89% | Add +7.3% | 43,256 | $2.5M |
| National Wealth Management Group, LLC | 1.69% | Add +9.9% | 43,248 | $2.5M |
| Brown Advisory Inc. | 0.00% | Add +309.2% | 43,060 | $2.5M |
| Waycross Investment Management Co | 2.28% | Add +2.3% | 42,776 | $2.5M |
| Ellis Investment Partners, LLC | 0.48% | Add +4.2% | 42,593 | $2.5M |
| Proactive Wealth Strategies LLC | 1.36% | — | 42,476 | $2.5M |
| Opinicus Capital, Inc. | 1.97% | Add +0.8% | 42,469 | $2.5M |
| Prudential Financial Inc. | 0.00% | Reduce -24.0% | 42,467 | $2.5M |
| Pasadena Private Wealth, LLC | 0.52% | Reduce -11.9% | 42,405 | $2.5M |
| Western Wealth Management, LLC | 0.14% | Reduce -0.5% | 42,331 | $2.4M |
| Apollon Financial, LLC | 0.72% | Add +7.9% | 42,284 | $2.4M |
| Stegent Equity Advisors, Inc. | 2.67% | Reduce -4.2% | 41,848 | $2.4M |
| Edge Financial Advisors LLC | 2.14% | Add +15.8% | 41,822 | $2.4M |
| KMG Fiduciary Partners, LLC | 0.21% | New | 41,635 | $2.4M |
| Gladstone Institutional Advisory LLC | 0.11% | Add +11.5% | 40,564 | $2.3M |
| ERn Financial, LLC | 0.35% | Reduce -1.6% | 40,184 | $2.3M |
| BigSur Wealth Management LLC | 0.63% | Add +18.1% | 39,155 | $2.3M |
| TrueWealth Advisors, LLC | 0.75% | Add +31.9% | 38,775 | $2.2M |
| NCM Capital Management, LLC | 1.07% | Add +0.9% | 38,514 | $2.2M |
| Coastline Trust Co | 0.26% | Add +6.5% | 38,261 | $2.2M |
| White Pine Investment CO | 0.60% | Add +29.0% | 37,981 | $2.2M |
| Vienna Asset Management LLC | 1.60% | Reduce -25.1% | 37,359 | $2.2M |
| Mayfair Advisory Group, LLC | 1.34% | Add +1.2% | 36,450 | $2.1M |
| Weaver Consulting Group | 0.66% | Add +0.1% | 36,147 | $2.1M |
| TruWealth Advisors, LLC | 0.13% | Add +11.2% | 36,139 | $2.1M |
| Arkadios Wealth Advisors | 0.12% | Add +69.2% | 36,122 | $2.1M |
| Cibc World Market Inc. | 0.00% | Add +3.5% | 36,038 | $2.1M |
| Diversify Advisory Services, LLC | 0.11% | Add +7.0% | 35,922 | $2.1M |
| High Net Worth Advisory Group LLC | 0.58% | Reduce -1.1% | 35,837 | $2.1M |
| Guardian Wealth Advisors, LLC / NC | 0.22% | Reduce -1.6% | 35,624 | $2.1M |
| Personal Cfo Solutions, LLC | 0.29% | Add +11.2% | 35,613 | $2.1M |
| Summit Wealth Partners, LLC | 0.40% | Add +1.3% | 35,593 | $2.1M |
| Zimmermann Investment Management & Planning LLC | 0.63% | Reduce -3.1% | 35,330 | $2.0M |
| Camarda Financial Advisors, LLC | 0.74% | Add +0.1% | 34,146 | $2.0M |
| Private Trust Co. NA | 0.20% | Add +13.7% | 33,924 | $2.0M |
| Sentinel Pension Advisors, LLC | 0.38% | Add +13.2% | 33,669 | $1.9M |
| All Season Financial Advisors, Inc. | 1.65% | Reduce -39.8% | 33,577 | $1.9M |
| Strategic Blueprint, LLC | 0.12% | Add +43.7% | 33,345 | $1.9M |
| Snowden Capital Advisors LLC | 0.06% | Add +0.3% | 33,200 | $1.9M |
| Herold Advisors, Inc. | 0.41% | Reduce -1.7% | 33,007 | $1.9M |
| Encompass More Asset Management | 0.72% | Reduce -1.6% | 32,760 | $1.9M |
| Intrepid Financial Planning Group LLC | 0.81% | Reduce -0.5% | 32,652 | $1.9M |
| Atlas Wealth Partners, LLC | 2.86% | Reduce -0.5% | 32,348 | $1.9M |
| Triumph Capital Management | 0.67% | Add +3.6% | 32,176 | $1.9M |
| FMR LLC | 0.00% | Add +96.9% | 32,227 | $1.9M |
| SlateStone Wealth, LLC | 0.17% | Reduce -6.8% | 32,016 | $1.9M |
| Flagstar Securities, Inc. | 0.47% | Add +40.6% | 31,633 | $1.8M |
| Savant Capital, LLC | 0.02% | Add +324.1% | 31,535 | $1.8M |
| Endowment Wealth Management, Inc. | 1.19% | Add +13.1% | 31,414 | $1.8M |
| Hazlett, Burt & Watson, Inc. | 0.83% | Add +22.1% | 31,264 | $1.8M |
| Creekmur Asset Management LLC | 0.42% | Add +0.3% | 31,119 | $1.8M |
| Global Assets Advisory, LLC | 0.98% | New | 31,149 | $1.8M |
| MTM Investment Management, LLC | 0.70% | Reduce -24.3% | 30,629 | $1.8M |
| Secured Retirement Advisors, LLC | 1.28% | Reduce -2.2% | 30,822 | $1.8M |
| Creative Planning | 0.00% | Add +79.2% | 30,418 | $1.8M |
| New England Private Wealth Advisors LLC | 0.28% | Add +0.6% | 29,794 | $1.7M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -1.1% | 29,393 | $1.7M |
| Investment Partners Asset Management, Inc. | 1.38% | Add +2.8% | 29,093 | $1.7M |
| Compass Ion Advisors, LLC | 0.20% | Add +52.4% | 28,651 | $1.7M |
| Silver Oak Securities, Incorporated | 0.17% | Add +137.8% | 28,636 | $1.7M |
| Paragon Advisors, LLC | 0.54% | Add +7.1% | 28,551 | $1.7M |
| Ballew Advisors, Inc | 1.10% | Add +9.9% | 28,161 | $1.6M |
| GPS Wealth Strategies Group, LLC | 0.22% | Reduce -10.0% | 28,089 | $1.6M |
| AE Wealth Management LLC | 0.01% | Add +201.3% | 27,947 | $1.6M |
| Verity Asset Management, Inc. | 0.60% | Reduce -1.9% | 27,563 | $1.6M |
| White Knight Strategic Wealth Advisors, LLC | 1.44% | Add +6.4% | 27,459 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +37.1% | 27,219 | $1.6M |
| Oder Investment Management, LLC | 1.33% | Add +4.8% | 26,839 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +3.5% | 26,481 | $1.5M |
| Flow Traders U.S. LLC | 0.08% | Reduce -54.9% | 26,404 | $1.5M |
| Sound View Wealth Advisors Group, LLC | 0.12% | Add +51.8% | 25,937 | $1.5M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -50.6% | 25,852 | $1.5M |
| Whitaker-Myers Wealth Managers, LTD. | 0.49% | Add +10.2% | 25,520 | $1.5M |
| Integrated Advisors Network LLC | 0.07% | Add +3.4% | 25,445 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -80.4% | 25,356 | $1.5M |
| Atlas Financial Advisors, Inc. | 2.30% | Reduce -56.6% | 25,171 | $1.5M |
| Tradition Wealth Management, LLC | 0.13% | Reduce -13.2% | 25,080 | $1.5M |
| B & T Capital Management DBA Alpha Capital Management | 0.27% | No change | 24,758 | $1.4M |
| Rollins Financial Advisors, LLC | 0.24% | Reduce -2.5% | 24,636 | $1.4M |
| AllSquare Wealth Management LLC | 0.80% | No change | 24,295 | $1.4M |
| Global Financial Private Client, LLC | 0.55% | Add +0.2% | 24,290 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -32.8% | 24,013 | $1.4M |
| Circle Wealth Management, LLC | 0.03% | Add +42.2% | 23,834 | $1.4M |
| Miller Investment Management, LP | 0.14% | Reduce -6.9% | 23,753 | $1.4M |
| DHK Financial Advisors, Inc. | 0.83% | No change | 23,393 | $1.4M |
| HF Advisory Group, LLC | 0.62% | Add +2.6% | 23,086 | $1.3M |
| Bright Futures Wealth Management, LLC. | 0.63% | Add +3.9% | 22,989 | $1.3M |
| Insight Wealth Partners, LLC | 0.80% | Add +51.0% | 22,556 | $1.3M |
| Empire Financial Management Company, LLC | 0.40% | Reduce -1.6% | 22,537 | $1.3M |
| Legacy Financial Strategies, LLC | 0.29% | Add +117.0% | 22,417 | $1.3M |
| Bank of Montreal | 0.00% | Reduce -8.0% | 22,399 | $1.3M |
| GG Group Ventures, LLC | 1.88% | Reduce -3.0% | 21,700 | $1.3M |
| Garden State Investment Advisory Services LLC | 0.41% | Add +3.2% | 22,243 | $1.3M |
| Vicus Capital | 0.11% | Add +5.8% | 22,090 | $1.3M |
| Able Wealth Management LLC | 0.91% | Reduce -19.1% | 20,749 | $1.2M |
| Optivise Advisory Services LLC | 0.62% | Add +9.9% | 20,518 | $1.2M |
| Atlas Private Wealth Advisors | 0.17% | Reduce -2.6% | 20,467 | $1.2M |
| RPS Advisory Solutions LLC | 0.83% | Reduce -29.6% | 19,936 | $1.2M |
| TRUE Private Wealth Advisors | 0.14% | Add +13.2% | 19,928 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.11% | Add +6.1% | 19,582 | $1.1M |
| Ergawealth Advisors, Inc. | 0.56% | Add +3.4% | 19,509 | $1.1M |
| Ancora Advisors LLC | 0.03% | Add +0.8% | 19,492 | $1.1M |
| Total Clarity Wealth Management, Inc. | 0.36% | Add +26.5% | 19,439 | $1.1M |
| Heritage Wealth Management, Inc. | 0.37% | Add +6.9% | 19,403 | $1.1M |
| Midland Wealth Advisors, LLC | 0.07% | Add +348.9% | 19,400 | $1.1M |
| Opal Wealth Advisors, LLC | 0.35% | Add +55.1% | 19,336 | $1.1M |
| Saxony Capital Management, LLC | 1.02% | Add +0.7% | 19,331 | $1.1M |
| Planning Capital Management Corp | 0.74% | Reduce -34.1% | 19,304 | $1.1M |
| Rothschild Investment LLC | 0.07% | Add +1.1% | 19,001 | $1.1M |
| 1858 Wealth Management, LLC | 0.90% | No change | 19,000 | $1.1M |
| Zega Financial, LLC | 0.36% | Reduce -16.5% | 18,851 | $1.1M |
| Savvy Advisors, Inc. | 0.22% | Add +8.2% | 18,790 | $1.1M |
| Cypress Wealth Services, LLC | 0.22% | Add +8.0% | 18,562 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.06% | New | 18,060 | $1.0M |
| Lion Street Advisors, LLC | 0.36% | Reduce -1.7% | 17,780 | $1.0M |
| Greystone Financial Group, LLC | 0.18% | Add +12.5% | 17,698 | $1.0M |
| Compass Advisory Group LLC | 0.40% | No change | 17,511 | $1.0M |
| Wbi Investments, LLC | 0.24% | Reduce -11.2% | 17,519 | $1.0M |
| Choreo, LLC | 0.01% | Add +3.7% | 17,005 | $986K |
| Trivium Point Advisory, LLC | 0.14% | Reduce -7.1% | 16,356 | $975K |
| Crown Wealth Group, LLC | 0.42% | New | 16,813 | $972K |
| Allie Family Office LLC | 0.52% | Add +13.6% | 16,773 | $970K |
| Resurgent Financial Advisors LLC | 0.57% | Add +8.1% | 16,780 | $970K |
| Lake Street Private Wealth, LLC | 0.15% | Reduce -5.2% | 16,527 | $956K |
| Alta Wealth Advisors LLC | 0.43% | Add +7.2% | 16,371 | $947K |
| Liberty Wealth Management LLC | 0.16% | Add +2.4% | 16,324 | $944K |
| Gainplan LLC | 0.44% | No change | 17,169 | $936K |
| Long Island Wealth Management, Inc. | 0.60% | Reduce -19.4% | 15,823 | $915K |
| One Capital Management, LLC | 0.03% | No change | 15,740 | $910K |
| Inspire Advisors, LLC | 0.11% | Reduce -3.5% | 15,519 | $897K |
| Kraematon Investment Advisors, Inc. | 0.88% | Reduce -0.5% | 15,499 | $896K |
| Lowe Wealth Advisors, LLC | 0.38% | Add +15.7% | 15,298 | $885K |
| Mutual Advisors, LLC | 0.03% | Add +0.6% | 15,363 | $881K |
| Claro Advisors Inc. | 0.11% | Add +7.8% | 15,125 | $875K |
| Financial Sense Advisors, Inc. | 0.24% | Add +0.4% | 15,113 | $874K |
| Romano Brothers and Company | 0.11% | Add +20.4% | 14,950 | $865K |
| Capital Advisory Group Advisory Services, LLC | 0.34% | Add +5.6% | 14,763 | $854K |
| Caprock Group, LLC | 0.03% | Add +71.0% | 14,663 | $852K |
| Townsquare Capital LLC | 0.01% | Add +6.9% | 14,724 | $851K |
| Beam Wealth Advisors, Inc. | 0.26% | Reduce -1.8% | 14,607 | $845K |
| Stephens Inc. | 0.01% | Reduce -8.7% | 14,465 | $837K |
| Stewardship Advisors, LLC | 0.24% | Add +6.2% | 14,451 | $836K |
| Channel Wealth LLC | 0.27% | Reduce -6.3% | 14,314 | $828K |
| Fortis Capital Advisors, LLC | 0.28% | Reduce -0.4% | 14,304 | $827K |
| National Bank of Canada | 0.00% | Add +5.3% | 14,267 | $825K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +22.2% | 14,230 | $823K |
| Autumn Glory Partners, LLC | 0.31% | Reduce -2.2% | 14,044 | $812K |
| Brass Tax Wealth Management, Inc. | 0.17% | Add +16.3% | 13,984 | $809K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -11.1% | 13,913 | $805K |
| Barnes Pettey Financial Advisors, LLC | 0.64% | Add +1.0% | 13,879 | $803K |
| Guardian Asset Advisors, LLC | 0.54% | Reduce -10.6% | 13,773 | $797K |
| World Equity Group, Inc. | 0.29% | Add +4.1% | 13,729 | $794K |
| D. E. Shaw & Co. | 0.00% | Reduce -71.3% | 13,496 | $780K |
| M Holdings Securities, Inc. | 0.20% | Reduce -1.0% | 13,483 | $780K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +4.5% | 13,433 | $777K |
| Sloy Dahl & Holst, LLC | 0.13% | Add +20.9% | 13,396 | $775K |
| Northern Trust Corp. | 0.00% | New | 13,387 | $774K |
| Barrett & Company, Inc. | 0.33% | Add +6.0% | 13,351 | $772K |
| Wetzel Investment Advisors, Inc. | 0.39% | Add +10.9% | 13,227 | $768K |
| PGIM Custom Harvest LLC | 0.02% | Add +3.5% | 13,145 | $760K |
| Diligent Investors, LLC | 0.17% | Reduce -3.7% | 13,000 | $752K |
| Vertex Planning Partners, LLC | 0.18% | Add +25.5% | 12,988 | $751K |
| Arq Wealth Advisors, LLC | 0.28% | Add +9.7% | 12,986 | $751K |
| BCGM Wealth Management, LLC | 0.24% | Reduce -0.8% | 12,874 | $745K |
| Millennium Management | 0.00% | New | 12,872 | $744K |
| Summit Asset Management, LLC | 0.09% | Add +2.8% | 12,860 | $744K |
| Waverly Advisors, LLC | 0.01% | Add +14.4% | 12,798 | $740K |
| Rovin Capital /Ut/ | 0.27% | Add +76.0% | 12,570 | $727K |
| Key Client Fiduciary Advisors, LLC | 0.33% | Add +10.7% | 12,556 | $726K |
| Breakwater Capital Group | 0.14% | Add +44.4% | 12,422 | $718K |
| Cyndeo Wealth Partners, LLC | 0.05% | New | 12,406 | $717K |
| Tyche Wealth Partners LLC | 0.16% | Add +6.2% | 12,396 | $717K |
| Continuum Advisory, LLC | 0.09% | Add +96.6% | 11,617 | $692K |
| Powers Advisory Group, LLC | 0.34% | Add +22.1% | 11,766 | $680K |
| Fisher Asset Management | 0.00% | Add +12.8% | 11,750 | $680K |
| Aurora Private Wealth, Inc. | 0.53% | Reduce -5.7% | 11,606 | $671K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +7.4% | 11,247 | $650K |
| Berger Financial Group, Inc | 0.05% | Reduce -24.1% | 11,190 | $647K |
| SOL Capital Management CO | 0.07% | Add +0.6% | 10,955 | $634K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +56.1% | 10,942 | $633K |
| Gateway Wealth Partners, LLC | 0.17% | Reduce -5.6% | 10,859 | $628K |
| Cahill Financial Advisors Inc. | 0.09% | Reduce -12.4% | 10,768 | $623K |
| Tudor Investment Corporation | 0.01% | New | 10,620 | $614K |
| Ellerson Group Inc. | 0.48% | Add +0.0% | 10,599 | $613K |
| JFG Wealth Management, LLC | 0.17% | New | 10,579 | $612K |
| OxenFree Capital LLC | 0.47% | Add +9.5% | 10,437 | $604K |
| West Michigan Advisors, LLC | 0.18% | Add +1.6% | 10,360 | $602K |
| MBE Wealth Management, LLC | 0.33% | Reduce -7.0% | 10,404 | $602K |
| NTV Asset Management LLC | 0.08% | No change | 10,375 | $600K |
| EP Wealth Advisors, LLC | 0.01% | Add +10.2% | 10,265 | $594K |
| Monograph Wealth Advisors, LLC | 0.08% | No change | 10,170 | $591K |
| Lanark Financial, Inc. | 0.05% | Add +8.1% | 10,069 | $582K |
| L & S Advisors Inc | 0.07% | Add +1.4% | 9,933 | $574K |
| MWA Asset Management | 0.38% | Add +2.8% | 9,901 | $573K |
| Obsidian Cio, LLC | 0.12% | Add +9.2% | 9,768 | $565K |
| Tranquility Partners, LLC | 0.20% | Add +7.9% | 9,739 | $563K |
| LaSalle St. Investment Advisors, LLC | 0.22% | Reduce -7.9% | 9,743 | $563K |
| Capital Advisors, Ltd. LLC | 0.07% | No change | 9,740 | $563K |
| BKM Wealth Management, LLC | 0.23% | Reduce -0.2% | 9,603 | $555K |
| Ironwood Investment Management LLC | 0.27% | No change | 9,500 | $549K |
| Plotkin Financial Advisors, LLC | 0.33% | Reduce -4.0% | 9,469 | $548K |
| NewEdge Wealth, LLC | 0.01% | New | 9,360 | $541K |
| Benchmark Wealth Management, LLC | 0.27% | Reduce -1.0% | 9,325 | $539K |
| Spinnaker Trust | 0.03% | Reduce -90.1% | 9,275 | $536K |
| Ranch Capital Advisors Inc. | 0.25% | Reduce -5.5% | 9,127 | $530K |
| RTD Financial Advisors, Inc. | 0.07% | No change | 9,100 | $526K |
| Beck Bode, LLC | 0.10% | Reduce -35.3% | 9,053 | $524K |
| GSG Advisors LLC | 0.17% | Add +0.6% | 8,815 | $509K |
| ProVise Management Group, LLC | 0.04% | Add +9.1% | 8,626 | $499K |
| WealthCare Investment Partners, LLC | 0.22% | Add +1.2% | 8,509 | $496K |
| Prospect Financial Services LLC | 0.30% | New | 8,489 | $491K |
| Bey-Douglas LLC | 0.43% | Reduce -15.9% | 8,409 | $486K |
| Sachetta, LLC | 0.19% | Add +18.2% | 8,395 | $485K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -6.7% | 8,349 | $483K |
| Balefire, LLC | 0.16% | Reduce -8.8% | 8,326 | $481K |
| Moloney Securities Asset Management, LLC | 0.06% | Add +50.9% | 8,250 | $477K |
| Centurion Wealth Management LLC | 0.15% | — | 8,187 | $473K |
| Private Portfolio Partners LLC | 0.09% | Add +2.8% | 8,176 | $473K |
| Retireful, LLC | 0.35% | New | 8,148 | $471K |
| Signaturefd, LLC | 0.01% | Add +0.1% | 8,036 | $465K |
| Jacobi Capital Management LLC | 0.03% | New | 7,887 | $456K |
| Fiducient Advisors LLC | 0.05% | New | 7,770 | $451K |
| Trust Co. of Oklahoma | 0.15% | No change | 7,797 | $451K |
| Parallel Advisors, LLC | 0.01% | Add +58.7% | 7,623 | $441K |
| Hofer & Associates. Inc | 0.30% | Add +16.8% | 7,509 | $434K |
| Rothschild Capital Partners, LLC | 0.12% | Add +0.2% | 7,475 | $432K |
| Wealth Management Associates, Inc. | 0.19% | Add +0.0% | 7,407 | $428K |
| Silverlake Wealth Management LLC | 0.16% | Add +14.9% | 7,406 | $428K |
| Coppell Advisory Solutions LLC | 0.06% | Add +4.3% | 7,397 | $427K |
| Quantum Private Wealth, LLC | 0.14% | New | 7,355 | $425K |
| Gries Financial LLC | 0.08% | New | 7,319 | $423K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -26.4% | 7,301 | $422K |
| Glass Jacobson Investment Advisors llc | 0.14% | Add +18.3% | 7,279 | $421K |
| Prosperitas Financial LLC | 0.23% | Reduce -86.7% | 7,236 | $418K |
| Front Row Advisors LLC | 0.15% | Add +4.6% | 7,118 | $413K |
| Fulton Breakefield Broenniman LLC | 0.03% | Reduce -11.1% | 7,040 | $407K |
| M3 Advisory Group, LLC | 0.30% | Add +9.5% | 6,949 | $402K |
| Smart Money Group LLC | 0.14% | Reduce -1.9% | 6,944 | $395K |
| CW Advisors, LLC | 0.01% | Add +0.1% | 6,790 | $393K |
| Keystone Financial Group | 0.05% | New | 6,787 | $392K |
| Delta Investment Management, LLC | 0.08% | Reduce -26.8% | 6,735 | $389K |
| Allworth Financial LP | 0.00% | Reduce -1.4% | 6,669 | $386K |
| CFS Investment Advisory Services, LLC | 0.03% | Add +0.7% | 6,628 | $383K |
| 9258 Wealth Management, LLC | 0.06% | Add +2.8% | 6,456 | $373K |
| Independent Advisor Alliance | 0.01% | Reduce -0.1% | 6,372 | $368K |
| Florida Financial Advisors, LLC | 0.19% | Reduce -3.4% | 6,328 | $366K |
| Quadrant Private Wealth Management, LLC | 0.09% | Add +47.9% | 6,294 | $366K |
| Trust Point Inc. | 0.03% | No change | 6,284 | $363K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -17.5% | 6,284 | $363K |
| PFG Investments, LLC | 0.02% | Reduce -2.5% | 6,177 | $357K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +13.5% | 6,149 | $356K |
| Pathstone Holdings, LLC | 0.00% | No change | 6,026 | $348K |
| Modera Wealth Management, LLC | 0.00% | No change | 5,865 | $339K |
| Kellett Wealth Advisors, LLC | 0.24% | Add +5.0% | 5,725 | $331K |
| Quad-Cities Investment Group, LLC | 0.17% | Reduce -4.4% | 5,696 | $329K |
| FWL Investment Management, LLC | 0.12% | Reduce -8.7% | 5,510 | $319K |
| Fort Sheridan Advisors LLC | 0.05% | Reduce -3.3% | 5,500 | $318K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +10.3% | 5,275 | $305K |
| Lowery Thomas, LLC | 0.20% | Reduce -3.2% | 5,185 | $300K |
| Spire Wealth Management | 0.01% | Reduce -7.2% | 5,167 | $299K |
| WFA of San Diego, LLC | 0.25% | Add +0.1% | 5,156 | $298K |
| Two Sigma Securities, LLC | 0.02% | New | 5,153 | $298K |
| MSH Capital Advisors LLC | 0.09% | Reduce -17.4% | 5,039 | $291K |
| Garde Capital, Inc. | 0.02% | Reduce -6.2% | 4,994 | $289K |
| Wealthcare Capital Management LLC | 0.03% | Reduce -12.0% | 4,827 | $279K |
| Tiaa Trust, National Association | 0.00% | Reduce -25.3% | 4,773 | $276K |
| HCR Wealth Advisors | 0.04% | Add +20.8% | 4,763 | $275K |
| Consolidated Portfolio Review Corp | 0.06% | Reduce -8.4% | 4,739 | $274K |
| AQR Capital Management | 0.00% | New | 4,721 | $273K |
| Wintrust Investments LLC | 0.20% | Reduce -65.9% | 4,732 | $273K |
| Soundwatch Capital LLC | 0.04% | New | 4,719 | $273K |
| CIBC Private Wealth Group LLC | 0.00% | Add +229.5% | 4,715 | $273K |
| Ceera Investments, LLC | 0.10% | Add +4.5% | 4,695 | $272K |
| Signal Advisors Wealth, LLC | 0.04% | New | 4,685 | $271K |
| WESPAC Advisors SoCal, LLC | 0.06% | No change | 4,665 | $270K |
| Essex Bank | 0.07% | No change | 4,630 | $268K |
| Regal Investment Advisors LLC | 0.02% | Add +0.3% | 4,554 | $263K |
| Sierra Capital LLC | 0.03% | No change | 4,528 | $262K |
| CRA Financial Services, LLC | 0.05% | Add +3.5% | 4,500 | $260K |
| WoodTrust Financial Corp | 0.04% | New | 4,500 | $260K |
| Bleakley Financial Group, LLC | 0.01% | Add +0.2% | 4,494 | $260K |
| Financial Gravity Companies, Inc. | 0.07% | — | 4,424 | $256K |
| Arax Advisory Partners | 0.02% | Add +0.6% | 4,393 | $254K |
| WealthTrust Asset Management, LLC | 0.19% | No change | 4,357 | $252K |
| Novak & Powell Financial Services, Inc. | 0.15% | Reduce -2.3% | 4,328 | $250K |
| Independent Wealth Network Inc. | 0.11% | Reduce -93.4% | 4,255 | $246K |
| Certuity, LLC | 0.03% | Reduce -26.5% | 4,227 | $244K |
| Realta Investment Advisors | 0.11% | Reduce -89.2% | 4,154 | $243K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -5.9% | 4,210 | $242K |
| Greenleaf Trust | 0.00% | No change | 4,184 | $242K |
| Twin Peaks Wealth Advisors, LLC | 0.11% | Add +3.0% | 4,154 | $240K |
| Quantinno Capital Management LP | 0.00% | New | 4,152 | $240K |
| Verition Fund Management LLC | 0.00% | New | 4,128 | $239K |
| SFG Wealth Management, LLC. | 0.12% | Reduce -1.7% | 4,047 | $234K |
| Up Strategic Wealth Investment Advisors LLC | 0.26% | No change | 4,023 | $233K |
| Mainstay Capital Management LLC | 0.04% | Reduce -7.2% | 4,020 | $232K |
| Santori & Peters, Inc. | 0.09% | No change | 4,003 | $231K |
| Plancorp, LLC | 0.01% | Reduce -4.6% | 3,902 | $226K |
| ETF Store, Inc. | 0.23% | New | 3,876 | $224K |
| QRG Capital Management, Inc. | 0.00% | New | 3,855 | $223K |
| Amplius Wealth Advisors, LLC | 0.02% | Add +0.1% | 3,834 | $222K |
| Paragon Private Wealth Management, LLC | 0.11% | Reduce -0.7% | 3,795 | $219K |
| Verdence Capital Advisors LLC | 0.02% | New | 3,764 | $218K |
| SteelPeak Wealth, LLC | 0.01% | No change | 3,716 | $216K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 3,674 | $212K |
| Hilltop Holdings Inc. | 0.01% | New | 3,639 | $210K |
| Accel Wealth Management | 0.08% | New | 3,570 | $206K |
| Saxon Interests, Inc. | 0.09% | New | 3,528 | $204K |
| Financial Security Advisor, Inc. | 0.05% | New | 3,460 | $201K |
| Ruggaard & Associates LLC | 0.09% | New | 3,470 | $201K |
| Obermeyer Wealth Partners | 0.01% | Reduce -20.2% | 3,463 | $200K |
| Whittier Trust Co. | 0.00% | No change | 3,144 | $182K |
| DHJJ Financial Advisors, Ltd. | 0.06% | Add +0.1% | 2,661 | $154K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 2,500 | $145K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -3.1% | 2,192 | $127K |
| CENTRAL TRUST Co | 0.00% | No change | 2,167 | $125K |
| Richardson Capital Management LLC | 0.09% | Add +10.6% | 2,156 | $125K |
| Asset Dedication, LLC | 0.01% | Reduce -2.7% | 2,081 | $120K |
| Crewe Advisors LLC | 0.01% | Reduce -9.4% | 2,040 | $118K |
| Legacy Investment Solutions, LLC | 0.07% | — | 1,963 | $117K |
| Legacy Wealth Managment, LLC | 0.07% | — | 1,963 | $117K |
| LRI Investments, LLC | 0.01% | No change | 1,874 | $112K |
| FinTrust Capital Advisors, LLC | 0.02% | Add +8.0% | 1,792 | $104K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +68.1% | 1,747 | $102K |
| Provenance Wealth Advisors, LLC | 0.01% | Reduce -33.6% | 1,763 | $102K |
| McIlrath & Eck, LLC | 0.01% | Add +0.6% | 1,725 | $100K |
| Anchor Investment Management, LLC | 0.01% | Reduce -4.2% | 1,705 | $99K |
| S.A. Mason LLC | 0.05% | Add +37.9% | 1,600 | $93K |
| MidAtlantic Capital Management, Inc. | 0.07% | Reduce -18.1% | 1,584 | $92K |
| Venturi Wealth Management, LLC | 0.00% | New | 1,577 | $91K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,568 | $91K |
| HBC Financial Services, PLLC | 0.05% | Reduce -2.6% | 1,573 | $89K |
| BNP Paribas Financial Markets | 0.00% | Reduce -89.9% | 1,504 | $87K |
| Avior Wealth Management, LLC | 0.00% | Reduce -5.7% | 1,499 | $87K |
| Caldwell Sutter Capital, Inc. | 0.04% | Add +8.2% | 1,447 | $84K |
| Exchange Traded Concepts, LLC | 0.00% | New | 1,398 | $81K |
| TD Capital Management LLC | 0.01% | No change | 1,384 | $80K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +17.8% | 1,369 | $79K |
| Integrated Investment Consultants, LLC | 0.02% | New | 37,641 | $72K |
| Key Financial Inc | 0.01% | Add +56.7% | 1,133 | $66K |
| Hilltop National Bank | 0.02% | No change | 1,100 | $64K |
| Assetmark, Inc. | 0.00% | Reduce -5.3% | 1,090 | $63K |
| Bell Investment Advisors, Inc | 0.01% | No change | 1,076 | $62K |
| Glassman Wealth Services | 0.01% | No change | 1,010 | $58K |
| Investors Research Corp | 0.01% | Add +498.8% | 1,006 | $58K |
| First Horizon Advisors, Inc. | 0.00% | No change | 979 | $57K |
| PFG Private Wealth Management, LLC | 0.03% | No change | 967 | $56K |
| Clear Point Advisors Inc. | 0.04% | Reduce -63.3% | 852 | $49K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -17.6% | 824 | $48K |
| Blue Trust, Inc. | 0.00% | New | 833 | $45K |
| Sunbelt Securities, Inc. | 0.00% | No change | 692 | $40K |
| IAG Wealth Partners, LLC | 0.01% | Add +235.0% | 670 | $39K |
| Tidemark, LLC | 0.01% | No change | 633 | $37K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 625 | $37K |
| Bessemer Group Inc. | 0.00% | New | 600 | $35K |
| Hobbs Group Advisors, LLC | 0.01% | Reduce -18.5% | 595 | $34K |
| Bogart Wealth, LLC | 0.00% | Add +0.5% | 577 | $33K |
| Clearstead Advisors, LLC | 0.00% | No change | 560 | $32K |
| Flaharty Asset Management, LLC | 0.00% | New | 557 | $32K |
| VitalStone Financial, LLC | 0.02% | Add +3.2% | 519 | $30K |
| American Capital Advisory, LLC | 0.02% | No change | 500 | $29K |
| SRH Advisors, LLC | 0.01% | No change | 445 | $26K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 420 | $24K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 410 | $24K |
| Capital Analysts, LLC | 0.00% | No change | 369 | $21K |
| FSA Wealth Management LLC | 0.01% | — | 363 | $21K |
| Nvwm, LLC | 0.01% | No change | 359 | $21K |
| Gen-Wealth Partners Inc | 0.01% | New | 347 | $20K |
| Ascentis Wealth Management, LLC | 0.01% | — | 340 | $20K |
| Salomon & Ludwin, LLC | 0.00% | No change | 325 | $19K |
| WealthShield Partners, LLC | 0.00% | Reduce -33.3% | 317 | $18K |
| GAMMA Investing LLC | 0.00% | New | 316 | $18K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 315 | $18K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 306 | $18K |
| Larson Financial Group LLC | 0.00% | Reduce -31.3% | 292 | $17K |
| Matrix Trust Co | 0.00% | Reduce -44.0% | 283 | $16K |
| Caitlin John, LLC | 0.01% | Add +0.8% | 266 | $16K |
| Eagle Bay Advisors LLC | 0.01% | Add +0.7% | 274 | $16K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 236 | $14K |
| Tucker Asset Management LLC | 0.00% | No change | 230 | $13K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 220 | $12K |
| MCF Advisors LLC | 0.00% | New | 200 | $12K |
| Founders Financial Alliance, LLC | 0.00% | No change | 200 | $12K |
| Wolff Wiese Magana LLC | 0.01% | New | 176 | $10K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 155 | $9K |
| Operose Advisors LLC | 0.00% | No change | 146 | $8K |
| CVA Family Office, LLC | 0.00% | New | 141 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 113 | $7K |
| Hoey Investments, Inc. | 0.00% | No change | 115 | $6K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 95 | $5K |
| Sound Income Strategies, LLC | 0.00% | Reduce -66.4% | 84 | $5K |
| Russell Investments Group, Ltd. | 0.00% | No change | 81 | $5K |
| Winch Advisory Services, LLC | 0.00% | No change | 58 | $3K |
| Global Wealth Strategies & Associates | 0.00% | Add +0.0% | 55 | $3K |
| MV Capital Management, Inc. | 0.00% | No change | 54 | $3K |
| NFSG Corp | 0.00% | No change | 45 | $3K |
| AlphaMark Advisors, LLC | 0.00% | Add +21.7% | 28 | $2K |
| Truvestments Capital LLC | 0.00% | New | 30 | $2K |
| GeoWealth Management, LLC | 0.00% | New | 29 | $2K |
| Activest Wealth Management | 0.00% | No change | 19 | $1K |
| Ascentis Independent Advisors | 0.00% | New | 5 | $289 |
"% of holder's portfolio" is COWZ's weight in each manager's 13F, not the share of Pacer US Cash Cows 100 ETF the manager owns.