Pacer US Cash Cows 100 ETFCOWZETF

13F holders, Q2 2026 (June 30)
864holders −19
41new positions
56sold out
5famous investors
$62.25avg. 13F price*

At the end of Q2 2026, 864 institutions reported holding Pacer US Cash Cows 100 ETF (COWZ) in their 13F filings, down 19 from Q1 2026. 41 opened new positions and 56 sold out. The largest holders were Bank of America Corp. ($2.2B), LPL Financial LLC ($1.1B) and Morgan Stanley ($889.1M). 5 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 (Q2 2026)
CUSIP
69374H881
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 725Q1 2024Q2 2024: 757Q2 2024Q3 2024: 759Q3 2024Q4 2024: 855Q4 2024Q1 2025: 836Q1 2025Q2 2025: 803Q2 2025Q3 2025: 792Q3 2025Q4 2025: 848Q4 2025Q1 2026: 883Q1 2026Q2 2026: 864Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions41$84.5M
Exits56$78.5M

All 13F filers, Q1 2026 → Q2 2026: 4,786,084 shares bought and 11,508,047 shares sold, net −6,721,963 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 864 holders

Bank of America Corp. 0.14% Reduce -3.9% 34,921,249 $2.2B
LPL Financial LLC 0.25% Reduce -5.1% 17,650,702 $1.1B
Morgan Stanley 0.05% Reduce -2.4% 14,293,930 $889.1M
Raymond James Financial Inc. 0.14% Add +1.4% 8,283,369 $515.2M
Northwestern Mutual Wealth Management Co. 0.24% Reduce -3.8% 7,353,591 $457.4M
Wells Fargo & Company 0.07% Reduce -4.1% 6,248,671 $388.7M
Cetera Investment Advisers 0.31% Reduce -3.7% 5,403,084 $336.1M
UBS Group AG 0.04% Reduce -5.2% 4,181,948 $260.1M
Osaic Holdings, Inc. 0.29% Add +8.5% 4,018,479 $250.0M
Cambridge Investment Research Advisors, Inc. 0.44% Reduce -0.7% 3,133,164 $194.9M
Ameriprise Financial Inc. 0.04% Reduce -3.6% 2,954,105 $183.7M
Commonwealth Equity Services, LLC 0.22% Reduce -5.4% 2,866,315 $178.3M
Envestnet Asset Management Inc. 0.04% Reduce -44.3% 2,713,530 $168.8M
Royal Bank of Canada 0.02% Add +6.6% 2,288,164 $142.3M
Jones Financial Companies LLLP 0.05% Add +13.6% 2,102,044 $132.5M
HighTower Advisors, LLC 0.11% Add +4.2% 1,798,669 $111.9M
Sequoia Financial Advisors, LLC 0.55% Reduce -2.4% 1,781,365 $110.8M
Kestra Advisory Services, LLC 0.34% Reduce -2.7% 1,681,955 $104.6M
MML Investors Services, LLC 0.19% Add +9.8% 1,507,446 $93.8M
Stifel Financial Corp. 0.07% Add +2.2% 1,432,682 $89.1M
Capital Asset Advisory Services LLC 2.23% Add +4.4% 991,806 $61.7M
Axxcess Wealth Management, LLC 0.95% New 961,433 $59.8M
Baird Financial Group, Inc. 0.08% Reduce -3.7% 958,083 $59.6M
Wealth Enhancement Advisory Services, LLC 0.09% Add +5.2% 826,966 $53.0M
Evensky & Katz LLC 2.73% Add +1.4% 850,580 $52.9M
Provident Wealth Management, LLC 13.31% Add +1.6% 831,000 $51.7M
Rockefeller Capital Management L.P. 0.08% Reduce -5.8% 826,547 $51.4M
Janney Montgomery Scott LLC 0.10% Add +1.4% 794,444 $49.4M
Private Advisor Group, LLC 0.20% Add +25.8% 687,662 $42.8M
D.A. Davidson & Co. 0.23% Reduce -0.6% 675,135 $42.0M
Aprio Wealth Management, LLC 2.06% Reduce -6.5% 670,801 $41.7M
Goldman Sachs Group Inc. 0.00% Add +1.9% 660,217 $41.1M
AlphaCore Capital LLC 0.75% Add +2.1% 654,555 $40.7M
Steward Partners Investment Advisory, LLC 0.20% Add +0.1% 615,418 $38.3M
Citigroup Inc. 0.02% Reduce -3.6% 601,502 $37.4M
Truist Financial Corp. 0.04% Reduce -15.2% 597,826 $37.2M
Wealthcare Advisory Partners LLC 0.70% Add +1.5% 595,665 $37.1M
United Capital Financial Advisors, LLC 0.19% Add +0.5% 565,627 $35.2M
Sfmg, LLC 2.14% Reduce -0.5% 563,677 $35.1M
Orion Porfolio Solutions, LLC 0.26% Reduce -31.1% 547,789 $34.1M
Great Valley Advisor Group, Inc. 0.52% Add +6.8% 526,142 $32.7M
NewEdge Advisors, LLC 0.10% Reduce -1.7% 524,646 $32.6M
Equitable Holdings, Inc. 0.19% Reduce -12.6% 517,295 $32.2M
EverSource Wealth Advisors, LLC 1.07% Reduce -1.6% 510,235 $31.7M
MAI Capital Management 0.12% Add +4.8% 502,997 $31.3M
Harbour Investments, Inc. 0.41% Add +0.9% 490,316 $30.5M
Focus Partners Wealth 0.03% Reduce -19.8% 482,832 $30.0M
Captrust Financial Advisors 0.04% Reduce -0.3% 467,498 $29.1M
Certified Advisory Corp 2.25% Reduce -1.0% 447,890 $27.9M
Pinnacle Financial Partners, Inc. 0.19% Reduce -9.8% 440,862 $27.4M
Matauro, LLC 3.57% Add +7.7% 433,819 $27.0M
Presidio Capital Management, LLC 6.67% Add +3.9% 428,706 $26.7M
Paragon Capital Management Ltd 4.85% Reduce -3.2% 410,235 $25.5M
Kestra Private Wealth Services, LLC 0.28% Reduce -8.8% 409,956 $25.5M
Ausdal Financial Partners, Inc. 0.98% Add +12.2% 401,918 $25.0M
Wiser Wealth Management, Inc 4.76% Add +3.2% 400,271 $24.9M
Drucker Wealth 3.0, LLC 3.72% Add +5.6% 378,213 $23.5M
Modern Wealth Management, LLC 0.28% Reduce -23.8% 374,188 $23.3M
Wilmington Savings Fund Society, FSB 0.51% Reduce -11.5% 365,032 $22.7M
Decker Wealth Management LLC 4.77% Reduce -1.8% 360,738 $22.4M
Mercer Global Advisors Inc. 0.03% Reduce -2.9% 355,947 $22.1M
Sanctuary Advisors, LLC 0.10% Add +18.1% 353,570 $22.0M
IHT Wealth Management, LLC 0.44% Reduce -5.9% 332,126 $20.7M
Independent Financial Group, LLC 0.38% Reduce -6.8% 325,573 $20.3M
Financial Security Advisor, Inc. 3.27% Add +6.2% 323,644 $20.1M
Concurrent Investment Advisors, LLC 0.17% Add +4.1% 315,772 $19.6M
J.W. Cole Advisors, Inc. 0.33% Reduce -2.1% 312,168 $19.4M
Thoroughbred Financial Services, LLC 0.93% Reduce -7.1% 310,038 $19.3M
Wealth Group Ltd 3.68% Reduce -0.9% 308,884 $19.2M
Pacer Advisors, Inc. 0.05% Add +9.0% 307,692 $19.1M
Creative Financial Designs Inc. 0.90% Add +21.8% 303,930 $18.9M
Inlight Wealth Management, LLC 5.97% Add +5.2% 302,004 $18.8M
Oppenheimer & Co. Inc. 0.20% Reduce -1.3% 296,379 $18.4M
GLR Partners, LLC 8.26% Add +8.0% 285,169 $17.7M
Compound Planning, Inc. 0.46% Add +8.9% 279,729 $17.4M
Stratos Wealth Partners, LTD. 0.18% Add +6.3% 278,438 $17.3M
Clay Northam Wealth Management, LLC 8.45% Reduce -0.2% 276,239 $17.2M
Cyr Financial Inc. 8.84% Add +7.3% 272,864 $17.0M
HBW Advisory Services LLC 1.53% Add +1.8% 272,584 $17.0M
Madrona Financial Services, LLC 3.12% Add +7.0% 271,854 $16.9M
&partners 0.07% Reduce -4.8% 271,027 $16.8M
Foster Victor Wealth Advisors, LLC 0.87% Reduce -36.8% 258,601 $16.5M
PSI Advisors, LLC 3.78% Reduce -6.1% 261,752 $16.3M
Intelligence Driven Advisers, LLC 2.60% Reduce -2.9% 257,792 $16.0M
Plan Group Financial, LLC 3.22% Add +8.9% 249,803 $15.5M
Advisory Alpha, LLC 0.38% Reduce -0.4% 249,443 $15.5M
Geneos Wealth Management Inc. 0.32% Reduce -0.1% 249,075 $15.5M
Mgo One Seven LLC 0.26% Reduce -1.0% 248,255 $15.4M
JPMorgan Chase & Co. 0.00% Add +38.9% 239,173 $15.0M
Thrivent Financial for Lutherans 0.03% Add +9.5% 240,738 $15.0M
Longview Financial Advisors, Inc. 8.46% Add +4.2% 232,491 $14.5M
Sigma Planning Corp 0.36% Reduce -2.7% 229,879 $14.3M
Level Four Advisory Services, LLC 0.40% Add +3.4% 226,228 $14.1M
Advisory Services Network, LLC 0.16% Add +1.4% 225,883 $14.0M
Arkadios Wealth Advisors 0.22% Add +6.8% 225,819 $14.0M
Copley Financial Group, Inc. 8.30% Add +2.7% 220,773 $13.7M
Sylvest Advisors, LLC 6.11% Reduce -1.2% 218,057 $13.6M
Fifth Third Bancorp 0.02% Add +2.0% 215,409 $13.4M
Verus Capital Partners, LLC 0.71% Reduce -14.0% 209,559 $13.0M
Sanchez Wealth Management Group 2.27% Add +3.3% 208,666 $13.0M
XML Financial, LLC 0.94% Add +2.9% 208,239 $13.0M
Stratos Wealth Advisors, LLC 0.71% Reduce -6.3% 206,336 $12.8M
Marble Wealth, LLC 1.95% Reduce -1.9% 204,699 $12.7M
Cozad Asset Management Inc. 0.82% Reduce -0.6% 203,425 $12.7M
Global Retirement Partners, LLC 0.19% — 202,522 $12.6M
GEN Financial Management, INC. 7.52% Reduce -0.3% 200,543 $12.5M
Financial Partners Group, Inc 1.26% Reduce -6.6% 200,033 $12.4M
Ballast, Inc. 2.29% Reduce -1.8% 195,254 $12.1M
Qube Research & Technologies Ltd 0.01% Add +25.6% 193,534 $12.0M
Argo Wealth Advisory, LLC 6.57% Add +3.2% 191,489 $11.9M
Navigation Group, LLC 2.29% Reduce -0.6% 188,936 $11.8M
Fermata Advisors, LLC 2.31% Reduce -1.1% 183,265 $11.4M
Csenge Advisory Group 0.46% Reduce -2.2% 181,944 $11.3M
Prospera Financial Services Inc 0.16% Add +1.6% 181,726 $11.3M
Mainsail Financial Group, LLC 3.84% Add +11.6% 181,672 $11.3M
Gotham Asset Management 0.03% Add +0.1% 181,404 $11.3M
Perennial Investment Advisors, LLC 0.75% Reduce -0.6% 181,310 $11.3M
Benchmark Financial Wealth Advisors, LLC 2.78% Reduce -6.2% 181,078 $11.3M
Investment Advisory Services Inc. /TX 3.22% Add +3.8% 179,806 $11.2M
PTM Wealth Management, LLC 5.03% Add +4.9% 172,171 $11.2M
Owen LaRue, LLC 3.88% Reduce -2.3% 178,900 $11.1M
DAVENPORT & Co LLC 0.06% Add +4.2% 178,046 $11.1M
Burns Matteson Capital Management, LLC 3.42% Reduce -1.8% 173,151 $10.8M
Accordant Advisory Group Inc 7.15% Reduce -2.8% 170,545 $10.6M
Wood Tarver Financial Group, LLC 2.50% Add +5.8% 170,477 $10.6M
Bryn Mawr Trust Advisors, LLC 0.46% Reduce -16.7% 169,603 $10.5M
HUB Investment Partners, LLC 0.19% Add +5.1% 169,212 $10.5M
Lighthouse Wealth Management Inc. 6.50% Reduce -0.0% 168,212 $10.5M
Beacon Investment Advisory Services, Inc. 0.38% Add +18.9% 163,990 $10.2M
Cora Capital Advisors LLC 2.85% Add +1.5% 163,213 $10.2M
Altus Wealth Group LLC 3.52% Reduce -2.6% 156,643 $9.7M
Benjamin Edwards Inc. 0.09% Add +10.6% 155,966 $9.7M
Fiduciary Alliance LLC 0.65% Add +10.7% 154,333 $9.6M
Kingsview Wealth Management, LLC 0.12% Reduce -3.1% 154,238 $9.6M
Parcion Private Wealth LLC 0.53% Add +4.2% 153,570 $9.6M
Tamar Securities, LLC 0.89% Reduce -16.8% 153,384 $9.5M
World Investment Advisors 0.15% Reduce -9.2% 148,277 $9.3M
Markowski Investments 2.04% — 148,707 $9.2M
Arax Advisory Partners 0.06% Add +661.0% 147,846 $9.2M
Mitchell McLeod Pugh & Williams Inc. 1.12% Reduce -2.7% 147,101 $9.1M
Cary Street Partners Financial LLC 0.20% Add +35.7% 147,093 $9.1M
Ted Buchan & Co 2.98% Add +1.9% 146,564 $9.1M
Endowment Wealth Management, Inc. 3.52% Add +7.3% 146,141 $9.1M
Park Avenue Securities LLC 0.06% Reduce -16.0% 143,210 $8.9M
VestGen Advisors, LLC 0.26% Add +2.3% 140,952 $8.8M
Blair William & Co. 0.02% Reduce -4.5% 137,765 $8.6M
Onyx Bridge Wealth Group LLC 0.77% Reduce -6.6% 137,576 $8.6M
Guilbault Capital LLC 8.59% Reduce -1.6% 137,557 $8.6M
Focus Partners Advisor Solutions, LLC 0.07% Add +21.6% 135,710 $8.4M
Ameritas Advisory Services, LLC 0.17% Add +449.5% 134,888 $8.4M
Centaurus Financial, Inc. 0.32% Reduce -0.6% 134,017 $8.3M
Strategic Blueprint, LLC 0.41% Reduce -21.1% 131,945 $8.2M
Winter & Associates, Inc. 6.11% Add +25.7% 130,809 $8.1M
Clear Creek Financial Management, LLC 0.50% Add +4.2% 123,795 $7.7M
Merit Financial Group, LLC 0.05% Reduce -20.5% 123,744 $7.7M
IFP Advisors, Inc 0.14% Add +1.4% 121,969 $7.6M
Procyon Advisors, LLC 0.32% Reduce -4.2% 120,910 $7.5M
Calton & Associates, Inc. 1.08% Add +6.5% 118,523 $7.4M
Moneco Advisors, LLC 0.45% Reduce -13.6% 117,450 $7.3M
Atlas Wealth LLC 1.17% Reduce -0.9% 116,406 $7.2M
Corient Private Wealth LP 0.01% Reduce -3.6% 116,390 $7.2M
Modus Advisors, LLC 1.77% Add +0.6% 115,515 $7.2M
Jefferies Financial Group Inc. 0.07% Add +23.5% 115,232 $7.2M
Fearless Solutions, LLC dba Best Invest 3.73% Reduce -0.2% 113,571 $7.1M
First Heartland Consultants, Inc. 0.45% Add +8.5% 113,021 $7.0M
Schwarz Dygos Wheeler Investment Advisors LLC 1.33% Add +0.3% 112,038 $7.0M
RVW Wealth, LLC 0.46% Add +8.1% 111,783 $7.0M
American Financial & Tax Strategies Inc. 3.10% Add +0.1% 110,207 $6.9M
Tableaux LLC 2.88% Add +7.9% 110,026 $6.8M
Clarus Wealth Advisors 2.63% Reduce -4.2% 107,133 $6.8M
Anson Capital, Inc. 4.19% Reduce -0.4% 103,535 $6.4M
Oxford Wealth Group, LLC 2.87% Reduce -12.8% 103,298 $6.4M
Moors & Cabot, Inc. 0.25% Reduce -4.6% 103,209 $6.4M
Tempo Wealth, LLC 0.95% Reduce -2.1% 102,919 $6.4M
Intrua Financial, LLC 0.60% Reduce -5.3% 102,582 $6.4M
Prosperity Consulting Group, LLC 0.24% Reduce -2.2% 102,232 $6.4M
Nwam LLC 0.32% Reduce -3.0% 101,524 $6.3M
Granby Capital Management, LLC 3.24% No change 100,000 $6.2M
Tandem Investment Partners LLC 4.72% Add +1.6% 98,477 $6.1M
Retirement Planning Group, LLC 0.15% Reduce -18.4% 97,302 $6.1M
Northbridge Financial Group, LLC 2.32% Add +8.7% 96,968 $6.0M
Nations Financial Group Inc, /Ia/ 0.28% Add +2.1% 94,936 $5.9M
Cerro Pacific Wealth Advisors LLC 1.33% Add +5.6% 94,612 $5.9M
Fortune Financial Group, Inc. 4.58% Reduce -46.7% 93,919 $5.8M
Chicago Partners Investment Group LLC 0.12% Reduce -11.3% 91,695 $5.8M
Moneta Group Investment Advisors LLC 0.04% Reduce -0.7% 93,021 $5.8M
WealthPlan Investment Management, LLC 0.29% Reduce -20.4% 92,925 $5.8M
Natixis Advisors, LLC 0.01% Add +152.2% 92,581 $5.8M
Cathy Pareto & Associates, Inc. 3.36% Reduce -6.0% 92,053 $5.7M
Kovack Advisors, Inc. 0.27% Reduce -8.7% 90,239 $5.6M
EPG Wealth Management LLC 1.34% Add +2.5% 90,177 $5.6M
Trustmark Bank Trust Department 0.33% Reduce -1.3% 90,031 $5.6M
Prota Financial, LLC 3.68% Reduce -33.9% 88,973 $5.6M
Citadel Advisors 0.00% Add +43.9% 89,145 $5.5M
Aspire Capital Advisors LLC 1.08% Add +2.0% 89,043 $5.5M
Team Financial Group, LLC 2.34% Reduce -16.9% 88,574 $5.5M
LifeWealth Investments, LLC 1.43% Add +11.6% 86,052 $5.4M
Aptus Capital Advisors, LLC 0.04% Reduce -1.7% 84,037 $5.2M
American Alpha Advisors, LLC 3.07% Add +30.5% 83,311 $5.2M
Summit Financial, LLC 0.06% Reduce -24.7% 83,201 $5.2M
BCS Wealth Management 0.93% Add +8.5% 83,108 $5.2M
PFG Advisors 0.26% Reduce -19.1% 82,099 $5.1M
HighPoint Advisor Group LLC 0.18% Reduce -5.0% 81,995 $5.1M
Waverly Advisors, LLC 0.03% Add +25.3% 81,498 $5.1M
CMC Financial Group 9.71% Reduce -6.0% 80,585 $5.0M
Lunt Capital Management, Inc. 1.82% Reduce -0.1% 79,756 $5.0M
Brown Advisory Inc. 0.01% Add +15.9% 79,685 $5.0M
Wedbush Securities Inc. 0.13% Reduce -1.9% 78,983 $4.9M
Strategic Family Wealth Counselors, L.L.C. 1.13% Add +0.8% 78,004 $4.9M
Bedel Financial Consulting, Inc. 0.46% Reduce -0.5% 77,445 $4.8M
Signature Estate & Investment Advisors LLC 0.08% Add +4.9% 75,732 $4.7M
Cresset Asset Management, LLC 0.02% Add +4.8% 75,439 $4.7M
Cyndeo Wealth Partners, LLC 0.22% Add +98.9% 75,435 $4.7M
Cerity Partners LLC 0.01% Reduce -19.0% 73,863 $4.6M
Unique Wealth, LLC 0.53% Reduce -4.3% 73,606 $4.6M
Fortis Capital Management LLC 0.51% Add +12.2% 73,175 $4.6M
Xcelsior Advisor Partners LLC 0.60% Add +1225.5% 72,917 $4.5M
Fagan Associates, Inc. 0.56% Reduce -2.7% 72,833 $4.5M
Lodestone Wealth Management LLC 1.60% Add +5.2% 72,736 $4.5M
ODonnell Financial Services, LLC 1.31% Reduce -9.8% 71,550 $4.5M
OneDigital Investment Advisors LLC 0.04% Add +51.6% 70,874 $4.4M
RiverTree Advisors, LLC 2.60% Add +9.7% 70,735 $4.4M
Elevation Point Wealth Partners, LLC 0.08% Add +324.1% 70,208 $4.4M
OakTrust Wealth Advisors, LLC 3.71% Add +1.3% 69,225 $4.3M
Per Stirling Capital Management, LLC. 0.41% Add +6.3% 68,956 $4.3M
Commerce Advisors, LLC 2.32% Reduce -0.3% 68,685 $4.3M
Cauble & Harre Wealth Management, Inc. 3.40% Add +1.5% 68,175 $4.2M
WealthPLAN Partners, LLC 0.81% Reduce -27.3% 67,733 $4.2M
Financial Guidance Group, Inc. 1.57% Reduce -2.5% 67,598 $4.2M
Arq Wealth Advisors, LLC 0.51% Reduce -0.5% 64,379 $4.1M
Bullock Wealth Management Group 1.80% Add +18.8% 65,962 $4.1M
Symphony Financial Services, Inc. 1.84% Add +7.1% 65,722 $4.1M
Smith, Moore & Co. 0.26% Add +2.6% 64,281 $4.0M
Mariner, LLC 0.00% Reduce -85.9% 63,969 $4.0M
Post Resch Tallon Group Inc. 2.74% Add +2.9% 63,735 $4.0M
Capital Analysts, LLC 0.09% Reduce -5.7% 63,261 $3.9M
Planning Strategies Inc. 2.46% — 63,236 $3.9M
Farther Finance Advisors, LLC 0.03% Reduce -4.8% 62,299 $3.9M
Brookstone Capital Management 0.04% Add +6.3% 60,060 $3.7M
Betterment LLC 0.01% Add +10.4% 59,791 $3.7M
Davis Investment Partners, LLC 1.12% Add +7.3% 59,254 $3.7M
Madison Park Capital Advisors, LLC 2.62% Reduce -90.7% 4,985 $3.7M
Golden State Wealth Management, LLC 0.33% Add +3.6% 58,836 $3.7M
Bank of New York Mellon Corp 0.00% Reduce -3.3% 58,550 $3.6M
Perigon Wealth Management, LLC 0.06% Reduce -10.7% 58,132 $3.6M
Savant Capital, LLC 0.01% Add +845.3% 57,972 $3.6M
Fairscale Capital, LLC 2.13% Reduce -0.4% 57,316 $3.6M
Allworth Financial LP 0.02% Reduce -17.4% 56,952 $3.5M
Moneywise, Inc. 1.32% Reduce -1.0% 56,813 $3.5M
Money Concepts Capital Corp. 0.16% Reduce -47.6% 56,373 $3.5M
First PREMIER Bank 0.57% Reduce -4.0% 56,263 $3.5M
Z3 Capital Partners, LLC 0.72% Add +2.4% 55,009 $3.4M
Granite Bay Wealth Management, LLC 0.31% New 54,833 $3.4M
Broadleaf Partners, LLC 0.66% Add +4.7% 54,491 $3.4M
Petros Family Wealth, LLC 2.07% Add +9.1% 54,403 $3.4M
TrueWealth Advisors, LLC 0.76% Add +1.5% 54,242 $3.4M
One Plus One Wealth Management, LLC 1.47% Add +1.8% 53,925 $3.4M
Valtinson Bruner Financial Planning LLC 0.83% Add +1.2% 53,399 $3.3M
WNY Asset Management, LLC 0.30% Reduce -0.4% 53,268 $3.3M
Cornerstone Wealth Management, LLC 0.14% Reduce -2.7% 52,951 $3.3M
Cassady Wealth & Retirement Planning, LLC 1.52% Reduce -1.1% 52,647 $3.3M
GTS Securities LLC 0.07% Add +58.0% 52,509 $3.3M
Fortis Advisors, LLC 1.53% Add +0.0% 52,473 $3.3M
FMR LLC 0.00% Reduce -8.8% 52,403 $3.3M
Medallion Wealth Advisors, LLC 1.02% Reduce -13.4% 51,935 $3.2M
Integrated Wealth Concepts LLC 0.02% Reduce -1.1% 51,437 $3.2M
Smith Thornton Advisors LLC 1.38% Add +7.1% 48,616 $3.1M
BlackRock, Inc. 0.00% Add +0.1% 50,098 $3.1M
Ankerstar Wealth, LLC 2.58% Reduce -1.1% 49,534 $3.1M
Flagship Harbor Advisors, LLC 0.11% Add +16.5% 48,240 $3.0M
Stegent Equity Advisors, Inc. 2.13% Add +17.5% 47,723 $3.0M
Pine Valley Investments Ltd Liability Co 0.13% Reduce -1.4% 47,369 $2.9M
Paragon Private Wealth Management, LLC 0.76% Add +4.0% 46,948 $2.9M
Firestone Capital Management 0.54% Add +0.2% 46,798 $2.9M
Glen Eagle Advisors, LLC 0.37% Add +2.5% 46,653 $2.9M
Valmark Advisers, Inc. 0.03% Add +10.0% 46,564 $2.9M
Simon Quick Advisors, LLC 0.12% Add +0.4% 46,547 $2.9M
Waycross Investment Management Co 2.20% Add +6.6% 46,440 $2.9M
Vavra Capital Management, LLC 2.50% Add +4.2% 45,978 $2.9M
Compass Financial Management LLC 0.35% — 43,208 $2.8M
Traphagen Investment Advisors LLC 0.20% Reduce -15.0% 45,474 $2.8M
Proactive Wealth Strategies LLC 0.45% Reduce -61.3% 45,329 $2.8M
AlTi Global, Inc. 0.06% No change 44,609 $2.8M
Belpointe Asset Management LLC 0.09% Reduce -15.8% 44,773 $2.8M
Fortis Group Advisors, LLC 0.44% Reduce -8.4% 44,260 $2.8M
WealthTrak Capital Management LLC 1.78% Add +2.6% 43,553 $2.7M
Principal Securities, Inc. 0.03% Reduce -84.6% 43,402 $2.7M
Copia Wealth Management 1.61% Reduce -3.9% 43,112 $2.7M
IFG Advisory, LLC 0.09% New 42,961 $2.7M
Brown Brothers Harriman & Co. 0.01% No change 42,681 $2.7M
Atlantic Family Wealth, LLC 1.69% Add +3.8% 42,381 $2.6M
Apollon Financial, LLC 0.31% Add +1.7% 42,089 $2.6M
Atria Investments, Inc 0.03% Reduce -26.4% 41,468 $2.6M
KMG Fiduciary Partners, LLC 0.24% Add +0.9% 41,416 $2.6M
Ellis Investment Partners, LLC 0.38% Add +3.9% 40,644 $2.5M
JBR Co Financial Management Inc 0.92% Reduce -37.4% 40,454 $2.5M
Davidson Kahn Capital Management, LLC 1.07% Add +29.5% 39,952 $2.5M
Creative Planning 0.00% Reduce -0.1% 39,732 $2.5M
Western Wealth Management, LLC 0.08% Reduce -6.2% 38,804 $2.4M
McKinley Carter Wealth Services, Inc. 0.12% Add +6.9% 38,431 $2.4M
High Net Worth Advisory Group LLC 0.51% Add +0.7% 38,274 $2.4M
Copper Harbor Investment Advisors, LLC 0.50% — 37,701 $2.3M
NCM Capital Management, LLC 0.72% Add +0.0% 37,342 $2.3M
Focus Financial Network, Inc. 0.07% Add +28.0% 36,917 $2.3M
Wilkerson Advisory Group LLC 0.70% Reduce -7.0% 36,702 $2.3M
Quantinno Capital Management LP 0.00% Add +44.8% 36,487 $2.3M
XTX Topco Ltd 0.03% Add +33.2% 36,406 $2.3M
USAdvisors Wealth Management, LLC 0.65% Reduce -41.9% 36,355 $2.3M
Savvy Advisors, Inc. 0.05% Reduce -5.4% 36,335 $2.3M
Peak Financial Advisors LLC 0.93% Add +3.2% 36,053 $2.2M
Atlas Wealth Partners, LLC 2.45% Reduce -0.4% 36,006 $2.2M
HRT Financial LP 0.00% New 35,815 $2.2M
Leavell Investment Management, Inc. 0.08% Reduce -4.8% 35,534 $2.2M
International Assets Investment Management, LLC 0.13% Add +7.4% 35,129 $2.2M
Heritage Wealth Management, Inc. 0.55% Add +6.3% 35,251 $2.2M
Pasadena Private Wealth, LLC 0.28% Reduce -6.3% 34,668 $2.2M
J2 Capital Management Inc 1.42% Add +1.0% 34,036 $2.1M
Americana Partners, LLC 0.05% Reduce -69.1% 33,936 $2.1M
QTR Family Wealth, LLC 0.73% Reduce -2.5% 33,729 $2.1M
Brio Consultants, LLC 0.25% Reduce -0.3% 33,626 $2.1M
Susquehanna International Group, LLP 0.00% New 33,361 $2.1M
Compass Ion Advisors, LLC 0.18% Reduce -0.0% 33,024 $2.1M
Sagespring Wealth Partners, LLC 0.03% Reduce -4.6% 32,953 $2.0M
Stapp Wealth Management, PLLC 2.67% Add +1.7% 32,887 $2.0M
Evolution Wealth Advisors, LLC 0.24% Reduce -3.4% 32,833 $2.0M
Fidelis Capital Partners, LLC 0.12% Reduce -3.9% 32,421 $2.0M
Founders Financial Securities LLC 0.10% Reduce -14.1% 31,958 $2.0M
Quadrature Capital Ltd 0.02% Add +248.0% 31,843 $2.0M
Diversified Trust Co. 0.03% Add +6.1% 31,247 $1.9M
B. Riley Wealth Advisors, Inc. 0.11% Reduce -27.7% 30,898 $1.9M
Goldstein Advisors, LLC 0.18% Reduce -0.5% 31,087 $1.9M
Venture Visionary Partners LLC 0.05% Reduce -1.3% 31,067 $1.9M
Financial Management Network Inc. 0.27% Reduce -0.8% 29,492 $1.9M
Ashton Thomas Private Wealth, LLC 0.04% Add +0.9% 30,747 $1.9M
Ofc Financial Planning, LLC 1.70% Reduce -2.3% 30,730 $1.9M
Gladstone Institutional Advisory LLC 0.06% Add +14.1% 30,672 $1.9M
HF Advisory Group, LLC 0.58% Add +2.8% 30,285 $1.9M
ERn Financial, LLC 0.31% Reduce -8.2% 29,937 $1.9M
Private Trust Co. NA 0.15% Add +1.3% 29,896 $1.9M
National Wealth Management Group, LLC 0.57% Add +3.6% 29,804 $1.9M
Oder Investment Management, LLC 1.23% Add +3.0% 29,541 $1.8M
Echo Wealth Management, LLC 0.93% Add +14.1% 29,442 $1.8M
SFI Advisors, LLC 1.58% Reduce -1.7% 29,387 $1.8M
PCG Wealth Advisors, LLC 0.41% Reduce -1.6% 29,229 $1.8M
Capital Investment Advisory Services, LLC 0.11% Reduce -0.8% 29,100 $1.8M
Bluespring Wealth Management, LLC 0.03% New 29,001 $1.8M
Advyzon Investment Management, LLC 0.13% Reduce -44.2% 28,880 $1.8M
Hudock, Inc. 0.23% Reduce -4.7% 28,860 $1.8M
Investment Partners Asset Management, Inc. 1.00% Add +3.9% 28,794 $1.8M
IAM Advisory, LLC 0.35% Reduce -0.8% 28,757 $1.8M
Centurion Wealth Management LLC 0.43% Reduce -28.2% 28,615 $1.8M
HB Wealth Management, LLC 0.01% Reduce -24.4% 28,552 $1.8M
Paragon Advisors, LLC 0.37% Add +3.1% 28,325 $1.8M
Main Street Financial Solutions, LLC 0.11% Add +3.1% 27,610 $1.7M
Unified Investment Management 1.58% Add +0.0% 27,271 $1.7M
Coquina Private Wealth LLC 1.15% Reduce -2.2% 27,210 $1.7M
PKS Advisory Services, LLC 0.27% Reduce -0.8% 26,717 $1.7M
Caprock Group, LLC 0.03% Add +307.6% 26,695 $1.7M
Sowell Financial Services LLC 0.05% Add +6.3% 26,422 $1.6M
White Knight Strategic Wealth Advisors, LLC 1.15% Add +14.1% 26,384 $1.6M
Diversify Advisory Services, LLC 0.03% New 24,774 $1.6M
Diversify Wealth Management, LLC 0.03% Add +5.3% 24,774 $1.6M
Continuum Advisory, LLC 0.13% Add +269.8% 26,195 $1.6M
Ameritas Investment Partners, Inc. 0.04% Add +1.3% 26,183 $1.6M
Swisher Financial Concepts, Inc. 1.02% Reduce -39.8% 25,921 $1.6M
Next Level Private LLC 0.31% Add +0.2% 25,263 $1.6M
Titleist Asset Management, LLC 0.11% Add +5.3% 25,174 $1.6M
StoneX Group Inc. 0.06% Reduce -43.4% 25,052 $1.6M
Snowden Capital Advisors LLC 0.04% Reduce -0.7% 24,808 $1.5M
Lewis Asset Management, LLC 0.54% Add +8.6% 24,569 $1.5M
Verity Asset Management, Inc. 0.58% Add +1.2% 24,509 $1.5M
Compass Advisory Group LLC 0.36% Reduce -2.6% 24,476 $1.5M
Sun Financial Inc 0.72% Add +13.1% 21,670 $1.5M
GWN Securities Inc. 0.25% Reduce -25.5% 24,262 $1.5M
Signature Equity Partners, LLC 0.69% Reduce -3.4% 24,023 $1.5M
World Equity Group, Inc. 0.33% Add +4.9% 23,959 $1.5M
Trademark Financial Management, LLC 0.59% Reduce -34.3% 23,355 $1.5M
Hazlett, Burt & Watson, Inc. 0.38% Add +2.8% 23,392 $1.4M
Annex Advisory Services, LLC 0.02% Reduce -13.1% 23,049 $1.4M
GK Wealth Management LLC 0.86% New 22,848 $1.4M
Tudor Investment Corporation 0.01% New 22,500 $1.4M
Global Financial Private Client, LLC 0.38% Reduce -0.6% 22,253 $1.4M
Sound Income Strategies, LLC 0.06% Add +15.6% 22,141 $1.4M
Stonebridge Financial Group, LLC / MO 0.91% Add +0.3% 22,122 $1.4M
Sloy Dahl & Holst, LLC 0.17% Add +3.6% 22,119 $1.4M
Opinicus Capital, Inc. 0.73% Reduce -50.0% 22,031 $1.4M
Foundations Investment Advisors, LLC 0.01% Reduce -25.7% 21,869 $1.4M
Trilogy Capital Inc. 0.05% Reduce -24.0% 21,838 $1.4M
O'shaughnessy Asset Management, LLC 0.01% Reduce -66.2% 21,726 $1.4M
Comprehensive Financial Consultants Institutional, Inc. 0.36% Reduce -1.9% 21,569 $1.3M
AE Wealth Management LLC 0.01% Add +0.5% 21,556 $1.3M
Lake Street Private Wealth, LLC 0.15% Add +3.6% 21,518 $1.3M
Flow Traders U.S. LLC 0.05% Reduce -80.9% 21,276 $1.3M
Avidian Wealth Enterprises, LLC 0.04% Reduce -6.8% 21,088 $1.3M
Romano Brothers and Company 0.13% Add +4.6% 21,058 $1.3M
Strategic Equity Management 0.44% No change 21,046 $1.3M
Rothschild Investment LLC 0.05% Reduce -2.9% 20,968 $1.3M
GLOBALT Investments LLC / GA 0.04% Reduce -5.0% 20,963 $1.3M
Avestar Capital, LLC 0.08% Add +272.9% 20,655 $1.3M
Tactive Advisors, LLC 0.31% Reduce -64.7% 20,524 $1.3M
Forefront Wealth Partners, LLC 0.40% Add +167.9% 20,509 $1.3M
Meridian Wealth Management, LLC 0.04% Reduce -19.5% 20,287 $1.3M
AQR Capital Management 0.00% Add +16.7% 20,223 $1.3M
BlueChip Wealth Advisors LLC 0.48% Reduce -3.3% 20,189 $1.3M
Vivid Wealth Management, LLC 0.44% Add +1.2% 20,158 $1.3M
KOM Wealth Management Group, LLC 0.76% Add +22.6% 20,090 $1.2M
Powers Advisory Group, LLC 0.39% Reduce -1.8% 19,953 $1.2M
AdvisorNet Financial, Inc 0.06% Reduce -5.0% 19,842 $1.2M
Laurel Oak Wealth Management, LLC 0.18% Reduce -7.0% 19,570 $1.2M
Legacy Capital Wealth Management, LLC 0.56% Reduce -2.7% 19,427 $1.2M
CIBC Bancorp USA Inc. 0.00% Add +463.2% 19,132 $1.2M
BigSur Wealth Management LLC 0.29% No change 19,155 $1.2M
Empire Financial Management Company, LLC 0.47% Reduce -0.3% 19,100 $1.2M
US Bancorp \de 0.00% Reduce -17.9% 19,057 $1.2M
Garden State Investment Advisory Services LLC 0.23% Reduce -1.6% 18,760 $1.2M
Brookwood Investment Group LLC 0.14% Add +108.9% 18,749 $1.2M
Private Client Services, LLC 0.30% Reduce -22.6% 18,671 $1.2M
Wealthspire Advisors, LLC 0.01% Add +407.1% 18,592 $1.2M
Insight Wealth Partners, LLC 0.15% Reduce -23.4% 18,536 $1.2M
Key Client Fiduciary Advisors, LLC 0.34% Add +10.4% 18,509 $1.2M
Tripletail Wealth Management, LLC 1.32% Reduce -3.7% 18,027 $1.1M
Trivium Point Advisory, LLC 0.10% New 18,478 $1.1M
Silverlake Wealth Management LLC 0.22% Reduce -6.3% 18,121 $1.1M
EP Wealth Advisors, LLC 0.00% Reduce -8.5% 18,007 $1.1M
Monetary Solutions, Ltd 0.96% Add +0.1% 17,941 $1.1M
RFG Advisory, LLC 0.02% Add +129.7% 17,830 $1.1M
Canvas Wealth Advisors, LLC 0.15% Add +7.8% 17,749 $1.1M
Sovran Advisors, LLC 0.08% Add +3.9% 16,087 $1.1M
Flagship Capital Management Inc. 0.68% Add +0.7% 17,270 $1.1M
Dana Investment Advisors, Inc. 0.03% Reduce -14.5% 17,167 $1.1M
Mayfair Advisory Group, LLC 0.32% Reduce -30.0% 16,374 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.11% Reduce -50.1% 16,923 $1.1M
BlueStem Wealth Partners, LLC 0.10% Add +5.4% 16,820 $1.0M
Vicus Capital 0.07% Reduce -11.6% 16,810 $1.0M
Inspire Advisors, LLC 0.07% Add +10.6% 16,643 $1.0M
Investor's Fiduciary Advisor Network, LLC 0.35% Reduce -20.3% 16,592 $1.0M
Lido Advisors, LLC 0.00% Add +253.7% 16,568 $1.0M
Dedeker Financial LLC 0.58% Reduce -15.2% 16,377 $1.0M
Whitaker-Myers Wealth Managers, LTD. 0.17% Reduce -16.5% 16,225 $1.0M
5T Wealth, LLC 0.37% Add +5.1% 16,140 $1.0M
Cypress Wealth Services, LLC 0.12% Reduce -0.6% 16,097 $1.0M
Perryman Financial Advisory Inc. 0.13% Reduce -0.5% 15,722 $978K
Wellspring Financial Advisors, LLC 0.06% Add +0.4% 15,482 $964K
Nilsine Partners, LLC 0.06% Reduce -4.4% 14,996 $933K
Revisor Wealth Management LLC 0.22% Add +1.3% 14,914 $928K
Alchemi Wealth, LLC 0.43% Reduce -12.1% 14,904 $927K
Basso Capital Management, L.P. 0.23% New 14,843 $923K
Northern Trust Corp. 0.00% Add +2.6% 14,745 $917K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -12.8% 14,736 $917K
Braeburn Wealth Management LLC 0.39% Reduce -0.2% 14,591 $908K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -12.5% 14,476 $900K
Beam Wealth Advisors, Inc. 0.20% Reduce -2.1% 14,345 $892K
Sound View Wealth Advisors Group, LLC 0.06% Reduce -16.3% 14,323 $891K
Barrett & Company, Inc. 0.25% Add +0.0% 14,312 $890K
Rubicon Advisors, GP 0.64% Reduce -12.2% 14,204 $884K
Sageworth Trust Co 0.03% No change 14,190 $883K
Rasp Wealth Solutions, LLC 0.29% — 14,087 $876K
Avantax Planning Partners, Inc. 0.02% Reduce -14.3% 13,933 $867K
Kraematon Investment Advisors, Inc. 0.64% Add +0.1% 13,918 $866K
Lighthouse Financial LLC 0.45% Add +8.5% 13,912 $865K
Realta Investment Advisors 0.27% Add +353.1% 13,902 $865K
Barnes Pettey Financial Advisors, LLC 0.27% Reduce -9.2% 13,895 $864K
Apollon Wealth Management, LLC 0.01% Reduce -13.5% 13,875 $863K
BankPlus Trust Department 0.20% No change 13,843 $861K
Cpwa, LLC 1.00% Add +0.8% 13,826 $860K
Beacon Pointe Advisors, LLC 0.00% Reduce -11.8% 13,806 $859K
Cliftonlarsonallen Wealth Advisors, LLC 0.01% Add +36.0% 13,750 $855K
Roman Butler Fullerton & Co. 0.20% Add +19.1% 13,523 $855K
Hicks Capital Management LLC 0.70% Reduce -0.1% 13,704 $852K
CreativeOne Wealth, LLC 0.02% Reduce -13.4% 13,643 $849K
Vertex Planning Partners, LLC 0.13% Add +0.0% 13,583 $845K
OxenFree Capital LLC 0.39% Add +4.5% 13,146 $845K
AMG Asset Management Group, Inc. 0.53% Reduce -27.7% 13,568 $844K
Harbor Asset Planning, Inc. 0.63% Reduce -6.4% 13,518 $841K
Ritter Daniher Financial Advisory LLC / DE 0.13% Reduce -6.9% 13,451 $837K
Total Clarity Wealth Management, Inc. 0.16% Reduce -25.6% 13,403 $834K
Guardian Asset Advisors, LLC 0.38% Add +1.2% 13,193 $821K
Cooper Financial Group 0.07% Reduce -7.8% 13,056 $812K
Balentine LLC 0.03% No change 12,908 $803K
RMR Wealth Builders 0.05% New 12,894 $802K
Integrity Alliance, Llc. 0.03% Reduce -6.7% 12,883 $801K
SlateStone Wealth, LLC 0.06% Reduce -10.8% 12,706 $790K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -40.2% 12,636 $786K
SCS Capital Management LLC 0.01% Reduce -81.4% 12,590 $783K
Ameriflex Group, Inc. 0.32% Add +56.0% 12,585 $783K
Mutual Advisors, LLC 0.01% Reduce -2.0% 12,448 $774K
Autumn Glory Partners, LLC 0.22% Reduce -0.1% 12,434 $773K
Dynamic Advisor Solutions LLC 0.02% Add +1.0% 12,422 $773K
WCG Wealth Advisors LLC 0.02% Reduce -6.7% 12,395 $771K
Tyche Wealth Partners LLC 0.11% Add +1.1% 12,373 $770K
Cairn Investment Group, Inc. 0.34% Add +4.5% 12,370 $769K
CFS Investment Advisory Services, LLC 0.05% Add +9.3% 12,019 $767K
Ranch Capital Advisors Inc. 0.24% Add +33.1% 12,325 $767K
Ancora Advisors LLC 0.01% Reduce -2.1% 12,318 $766K
TCFG Investment Advisors, LLC 0.26% Reduce -5.3% 12,095 $762K
Silver Oak Securities, Incorporated 0.05% Reduce -17.4% 12,245 $762K
Commonwealth Financial Services, LLC 0.10% Reduce -7.3% 12,214 $760K
Long Island Wealth Management, Inc. 0.31% No change 12,192 $758K
Sierra Capital LLC 0.07% Reduce -1.7% 12,088 $752K
Keystone Financial Group 0.04% Add +8.5% 11,989 $746K
Pathstone Holdings, LLC 0.00% Reduce -82.6% 11,809 $735K
Front Row Advisors LLC 0.21% Add +2.3% 10,403 $731K
Guardian Wealth Advisors, LLC / NC 0.04% Add +0.7% 11,555 $719K
Wetzel Investment Advisors, Inc. 0.25% No change 11,500 $715K
Claro Advisors Inc. 0.07% Reduce -10.3% 11,407 $710K
MWA Asset Management 0.32% Reduce -0.8% 11,228 $698K
ProVise Management Group, LLC 0.05% Add +0.7% 11,169 $695K
Arwa LLC 0.29% Reduce -33.4% 10,651 $694K
Ballast Rock Private Wealth LLC 0.32% Add +0.0% 11,126 $692K
Vista Investment Partners LLC 0.17% Add +1.9% 11,081 $689K
LaSalle St. Investment Advisors, LLC 0.08% Reduce -1.9% 11,068 $688K
Berger Financial Group, Inc 0.04% Add +2.1% 11,048 $687K
Mma Asset Management LLC 0.22% Reduce -2.9% 10,996 $684K
PGIM Custom Harvest LLC 0.01% Add +35.8% 10,973 $683K
Channel Wealth LLC 0.15% Reduce -4.4% 10,960 $682K
Kingswood Wealth Advisors, LLC 0.03% Add +8.4% 10,835 $674K
Colonial River Investments, LLC 0.19% Reduce -58.3% 10,675 $664K
FWG Holdings, LLC 0.23% Reduce -2.0% 10,226 $664K
Sonoma Allocations LLC 0.21% Reduce -30.6% 10,488 $662K
BNB Wealth Management, LLC 0.36% Reduce -0.2% 10,629 $661K
Cornerstone Planning Group LLC 0.08% Reduce -2.6% 10,188 $656K
Hofer & Associates. Inc 0.31% Reduce -1.4% 10,419 $648K
Allie Family Office LLC 0.24% Reduce -51.9% 10,374 $645K
Rothschild Capital Partners, LLC 0.14% Add +52.2% 10,335 $643K
Chicago Wealth Management, Inc. 0.23% Reduce -1.2% 10,220 $636K
TAGStone Capital, Inc. 0.20% Reduce -3.6% 10,210 $635K
N.E.W. Advisory Services LLC 0.04% Add +0.3% 10,182 $633K
Choreo, LLC 0.01% Reduce -0.6% 10,143 $631K
Millstone Evans Group, LLC 0.34% Reduce -15.0% 10,139 $631K
Gaddis Premier Wealth Advisors LLC 0.38% Reduce -0.3% 10,010 $623K
Prelude Capital Management, LLC 0.05% No change 10,000 $622K
BCGM Wealth Management, LLC 0.13% Add +16.0% 9,899 $616K
Avior Wealth Management, LLC 0.02% Reduce -12.3% 9,887 $615K
Centerpoint Advisory Group 0.39% Reduce -8.7% 9,857 $613K
Secure Asset Management, LLC 0.09% Add +15.0% 9,820 $611K
Centric Wealth Management 0.09% No change 9,654 $611K
Lanark Financial, Inc. 0.04% Add +0.6% 9,715 $604K
Midland Wealth Advisors, LLC 0.03% Reduce -5.1% 9,671 $602K
Bravias Capital Group, LLC 0.36% Add +0.1% 9,671 $602K
Gateway Wealth Partners, LLC 0.04% Reduce -65.6% 9,565 $595K
Madison Wealth Partners, Inc 0.08% Reduce -5.7% 9,535 $593K
Stephens Inc. 0.01% Add +8.8% 9,496 $591K
Lionsbridge Wealth Management LLC 0.57% Reduce -4.8% 9,413 $585K
Vann Equity Management LLC 0.36% Add +2.8% 9,408 $585K
Windsor Advisory Group, LLC 0.42% Reduce -46.0% 9,388 $584K
PNC Financial Services Group, Inc. 0.00% Add +4.5% 9,335 $581K
MSH Capital Advisors LLC 0.10% Add +60.2% 9,290 $578K
Magnolia Capital Advisors LLC 0.10% Reduce -7.8% 9,267 $576K
Signal Advisors Wealth, LLC 0.03% Reduce -43.6% 9,260 $576K
Capstone Wealth Management Group, Inc. 0.34% — 9,205 $573K
GSG Advisors LLC 0.13% Add +0.9% 9,204 $572K
WealthCare Investment Partners, LLC 0.14% Add +0.9% 9,181 $571K
Schmidt P J Investment Management Inc. 0.09% Reduce -2.1% 9,145 $569K
LexAurum Advisors, LLC 0.07% Add +0.0% 9,072 $564K
Provident Living Financial Services, Inc. 0.56% Add +6.8% 9,066 $564K
IMA Advisory Services, Inc. 0.04% New 9,057 $563K
Global Assets Advisory, LLC 0.12% Add +102.7% 8,933 $563K
Diligent Investors, LLC 0.13% No change 9,025 $561K
PFG Investments, LLC 0.02% Reduce -6.4% 8,967 $558K
Bay Rivers Group 0.19% Add +8.0% 8,946 $556K
Heck Capital Advisors, LLC 0.03% No change 8,939 $556K
Hilltop Holdings Inc. 0.04% Reduce -12.5% 8,867 $552K
IFS Group,LLC 0.75% Reduce -63.5% 8,775 $546K
Avaii Wealth Management, LLC 0.16% Reduce -11.2% 8,769 $545K
Balefire, LLC 0.09% Reduce -9.0% 8,761 $545K
IVC Wealth Advisors LLC 0.21% Reduce -31.6% 8,707 $542K
Tower Research Capital LLC (TRC) 0.01% New 8,640 $537K
Novem Group 0.05% Reduce -5.2% 8,634 $537K
Bank of Montreal 0.00% Reduce -27.1% 8,536 $531K
Financial Engines Advisors L.L.C. 0.00% Add +1.9% 8,508 $529K
Hilton Head Capital Partners, LLC 0.27% Add +0.1% 8,504 $529K
Opal Wealth Advisors, LLC 0.11% Reduce -2.6% 8,466 $527K
Jacksonville Wealth Management, LLC 0.30% Add +0.0% 8,452 $526K
FWL Investment Management, LLC 0.10% Reduce -9.6% 8,428 $524K
M3 Advisory Group, LLC 0.27% Add +3.4% 8,395 $522K
Innovative Asset Advisors Group, LLC 0.23% Add +16.3% 8,382 $521K
Vise Technologies, Inc. 0.01% New 8,309 $517K
Kraft, Davis & Associates, LLC 0.11% Reduce -5.1% 8,101 $516K
Columbia Advisory Partners LLC 0.28% Reduce -7.5% 8,287 $515K
Tranquility Partners, LLC 0.18% Reduce -5.6% 8,179 $509K
BankPlus Wealth Management LLC 0.23% Reduce -3.8% 8,161 $508K
Liberty Wealth Management LLC 0.06% No change 8,091 $506K
Grant Street Asset Management, Inc. 0.08% Add +0.1% 8,084 $503K
MBE Wealth Management, LLC 0.18% Reduce -4.9% 8,046 $500K
Glass Jacobson Investment Advisors llc 0.16% Reduce -1.7% 8,031 $500K
Cypress Capital Group 0.05% No change 8,000 $498K
Maridea Wealth Management LLC 0.05% Add +1.6% 7,958 $495K
Uptick Partners, LLC 0.08% Add +2.3% 7,909 $492K
NTV Asset Management LLC 0.05% No change 7,875 $490K
Fiducient Advisors LLC 0.07% Add +1.1% 7,856 $489K
Prepared Retirement Institute LLC 0.21% Add +0.1% 7,775 $484K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -20.1% 7,663 $477K
Intrepid Financial Planning Group LLC 0.16% Add +1.2% 7,634 $475K
Clark Asset Management, LLC 0.04% Add +63.1% 7,623 $474K
Assetmark, Inc. 0.00% Add +29.1% 7,592 $472K
Avantra Family Wealth, Inc. 0.30% Add +0.9% 7,569 $471K
Odyssey Capital Advisors, Inc. 0.33% Reduce -3.7% 7,479 $465K
ETF Store, Inc. 0.39% Add +1.3% 7,401 $460K
Tortuga Wealth Management, Inc 0.35% Reduce -3.9% 7,394 $460K
Nuveen, LLC 0.00% New 7,318 $455K
Accurate Wealth Management, LLC 0.04% Add +16.0% 7,068 $453K
Spire Wealth Management 0.01% Add +27.0% 7,263 $452K
Teamwork Financial Advisors, LLC 0.04% Reduce -16.9% 7,231 $450K
Koshinski Asset Management, Inc. 0.02% Reduce -0.7% 7,201 $448K
BKM Wealth Management, LLC 0.16% Reduce -26.2% 7,189 $447K
North Capital, Inc. 0.34% Add +24.6% 7,135 $444K
Perissos Private Wealth Management, LLC 0.30% Add +90.3% 7,114 $442K
Welch Financial Planning, LLC 0.26% Reduce -0.6% 7,067 $440K
Next Level Wealth Planning, LLC 0.19% Add +0.8% 7,035 $438K
Axiom Investment Management LLC 0.29% No change 7,019 $437K
Equity Wealth Partners, LLC 0.16% Reduce -6.9% 7,016 $436K
Atlas Private Wealth Advisors 0.09% Add +0.2% 6,906 $430K
Saxon Interests, Inc. 0.12% Add +4.4% 6,733 $419K
Stewardship Advisors, LLC 0.09% Add +0.1% 6,726 $418K
Prudent Investors Network, Inc. 0.08% Reduce -52.0% 6,659 $414K
Victory Financial Group, LLC 0.04% Reduce -5.1% 6,655 $414K
Northwest Wealth Advisors, LLC 0.24% Reduce -5.0% 6,639 $413K
Thompson David Blair 0.20% Reduce -41.3% 6,592 $410K
Modera Wealth Management, LLC 0.00% Reduce -4.1% 6,584 $410K
WealthTrust Axiom LLC 0.09% Add +33.8% 6,526 $406K
Monograph Wealth Advisors, LLC 0.03% No change 6,502 $404K
Range Advisory, LLC 0.05% Add +2.0% 6,498 $404K
Resurgent Financial Advisors LLC 0.11% Reduce -60.2% 6,411 $399K
West Michigan Advisors, LLC 0.07% Reduce -1.3% 6,324 $393K
Trust Point Inc. 0.03% No change 6,284 $391K
Pallas Capital Advisors LLC 0.01% New 6,110 $380K
Richardson Capital Management LLC 0.16% Add +1.5% 6,068 $377K
Winebrenner Capital Management LLC 0.23% Reduce -1.1% 5,990 $373K
Regimen Wealth, LLC 0.10% Add +0.2% 5,967 $371K
Level Wealth Management LLC 0.15% No change 5,966 $371K
Langley Wealth Management, LLC 0.35% — 5,848 $364K
KERR FINANCIAL PLANNING Corp 0.40% Add +0.9% 5,823 $362K
McAlister, Sweet & Associates, Inc. 0.19% Reduce -13.2% 5,784 $360K
L & S Advisors Inc 0.04% Add +0.1% 5,777 $359K
Socha Financial Group, LLC 0.14% No change 5,715 $355K
Chancellor Financial Group WB LP 0.22% Add +9.0% 5,595 $348K
First Trust Advisors LP 0.00% No change 5,595 $348K
Ethos Financial Group, LLC 0.02% Reduce -95.6% 5,550 $345K
Dakota Wealth Management 0.01% Reduce -10.2% 5,537 $344K
Wealth Management Associates, Inc. 0.09% Add +10.6% 5,472 $340K
WealthTrust Asset Management, LLC 0.18% Add +3.3% 5,389 $335K
HMV Wealth Advisors, LLC 0.13% No change 5,373 $334K
IMG Wealth Management, Inc. 0.19% No change 5,345 $332K
CRA Financial Services, LLC 0.04% Add +1.7% 5,290 $329K
Natixis 0.00% Add +92.4% 5,290 $329K
Pure Financial Advisors, LLC 0.00% Add +7.1% 5,289 $329K
Keating Financial Advisory Services, Inc. 0.04% Reduce -19.6% 5,245 $326K
Plotkin Financial Advisors, LLC 0.13% No change 5,222 $325K
Bokf, NA 0.00% No change 5,212 $324K
HCR Wealth Advisors 0.03% Add +0.3% 5,174 $322K
Holos Integrated Wealth LLC 0.15% Reduce -20.1% 4,992 $321K
Garde Capital, Inc. 0.01% Reduce -4.1% 5,150 $320K
Capasso Planning Partners LLC 0.16% Reduce -2.6% 5,142 $320K
Florida Financial Advisors, LLC 0.05% Reduce -34.9% 5,059 $315K
Institute for Wealth Management, LLC. 0.03% No change 5,052 $314K
Argent Trust Co 0.01% Add +42.2% 5,036 $313K
Bay Capital Advisors, LLC 0.17% Reduce -5.9% 5,035 $313K
Insigneo Advisory Services, LLC 0.01% New 5,020 $312K
Lavaca Capital LLC 0.03% Add +0.2% 5,011 $312K
E-Wealth Partners, LLC 0.22% Reduce -10.3% 5,002 $311K
Carrera Capital Advisors 0.05% Reduce -2.7% 4,963 $309K
SpringVest Wealth Management LLC 0.19% No change 4,934 $307K
Brighton Jones LLC 0.01% Add +22.5% 4,932 $307K
Bluedoor Private Wealth, LLC 0.13% Add +34.4% 4,925 $306K
M.E. Allison & Co., Inc. 0.17% No change 4,885 $304K
Pacific Sun Financial Corp 0.12% Add +17.0% 4,860 $302K
Legacy Advisors, LLC 0.03% No change 4,843 $301K
Penobscot Wealth Management 0.08% Reduce -27.9% 4,843 $301K
Capital Advisors, Ltd. LLC 0.03% Reduce -36.0% 4,837 $301K
OpenArc Corporate Advisory, LLC 0.00% Reduce -0.6% 4,823 $300K
Murphy & Mullick Capital Management Corp 0.19% Add +59.8% 4,814 $299K
Redhawk Wealth Advisors, Inc. 0.03% Add +0.1% 4,760 $296K
Russell Investments Group, Ltd. 0.00% Reduce -31.4% 4,757 $296K
Composition Wealth, LLC 0.00% Add +3.6% 4,722 $294K
Sentinel Pension Advisors, LLC 0.04% Add +9.2% 4,515 $293K
Ceera Investments, LLC 0.12% No change 4,695 $292K
Oxler Private Wealth LLC 0.08% Reduce -23.0% 4,684 $291K
YANKCOM Partnership 0.10% New 4,656 $290K
Advisor Resource Council 0.10% Reduce -3.0% 4,655 $290K
Tobias Financial Advisors, Inc. 0.04% No change 4,636 $288K
Retirement Planning Group, LLC / NY 0.16% Reduce -1.1% 4,604 $286K
Asset Allocation Strategies LLC 0.04% New 4,593 $286K
Keybank National Association 0.00% Add +1.1% 4,583 $285K
Strategic Financial Concepts, LLC 0.08% Reduce -63.8% 4,566 $284K
Benson Wealth Management INC 0.29% Add +23.9% 4,564 $284K
Optima Capital LLC 0.11% Reduce -1.9% 4,549 $283K
Weaver Consulting Group 0.06% Reduce -11.0% 4,548 $283K
Citizens Financial Group Inc. 0.00% New 4,547 $283K
PMG Wealth Management, Inc. 0.17% New 4,518 $281K
Silver Grove Financial Group, Inc. 0.15% Add +3.7% 4,518 $281K
WoodTrust Financial Corp 0.03% No change 4,500 $280K
Chapin Davis, Inc. 0.05% Add +9.9% 4,450 $277K
Verdence Capital Advisors LLC 0.01% Reduce -9.9% 4,418 $275K
Oregon Pacific Wealth Management, LLC 0.26% Add +4.0% 4,403 $274K
Investment Management Trust, LLC 0.25% Add +0.2% 4,399 $274K
Independence Wealth Advisors, LLC 0.14% Reduce -5.6% 4,376 $272K
SteelPeak Wealth, LLC 0.01% Add +15.4% 4,364 $271K
Nautilus Advisors LLC 0.16% Reduce -13.3% 4,231 $271K
Cornerstone Advisory, LLC 0.02% Reduce -9.4% 4,292 $267K
Soundwatch Capital LLC 0.03% Reduce -28.1% 4,276 $266K
Fisher Asset Management 0.00% Add +3.2% 4,269 $266K
J. M. Brown & Associates Inc. 0.15% — 4,124 $257K
Marin Bay Wealth Advisors, LLC 0.14% Add +5.5% 4,111 $256K
Simplicity Wealth,LLC 0.01% Add +11.6% 4,103 $255K
Nova Wealth Management, Inc. 0.14% Reduce -8.2% 4,082 $254K
Fiduciary Financial Group, LLC 0.03% No change 4,054 $252K
Roan Capital Partners 0.21% No change 4,050 $252K
Adapt Wealth Advisors, LLC 0.08% Reduce -30.6% 3,980 $248K
Capital Advisors Wealth Management, LLC 0.03% Reduce -0.2% 3,904 $243K
Breachway Investments LLC 0.37% Reduce -91.5% 3,900 $243K
Integrated Advisors Network LLC 0.01% Reduce -4.9% 3,872 $241K
Sankala Group LLC 0.16% Reduce -13.4% 3,394 $240K
CoreCap Advisors, LLC 0.01% Add +21.4% 3,827 $238K
BIP Wealth, LLC 0.01% Reduce -7.2% 3,827 $238K
WESPAC Advisors SoCal, LLC 0.04% No change 3,775 $235K
Twin Peaks Wealth Advisors, LLC 0.05% Reduce -3.4% 3,755 $234K
COFG Advisors, LLC 0.04% Add +12.6% 3,748 $233K
KPP Advisory Services LLC 0.03% No change 3,720 $231K
Red Reef Advisors LLC 0.21% Reduce -7.5% 3,703 $230K
Summit Asset Management, LLC 0.03% Reduce -53.4% 3,700 $230K
VVR Holdings LLC 0.10% Reduce -92.8% 3,649 $227K
Cornerstone Planning, LLC 0.05% No change 3,639 $226K
Beacon Bridge Wealth Partners, LLC 0.06% Reduce -0.7% 3,591 $223K
VestGen Investment Management 0.12% New 3,589 $223K
Quantum Financial Partners LLC 0.11% — 3,584 $223K
Novak & Powell Financial Services, Inc. 0.11% Add +0.1% 3,584 $223K
Aurora Private Wealth, Inc. 0.14% Reduce -15.3% 3,560 $221K
Elevation Wealth Management LLC 0.16% Reduce -0.2% 3,526 $219K
Castle Rock Wealth Management, LLC 0.04% Reduce -0.9% 3,468 $218K
Empower Advisory Group, LLC 0.00% Add +6.0% 3,497 $218K
Certuity, LLC 0.01% Reduce -4.1% 3,489 $217K
ProCore Advisors, LLC 0.27% Add +0.0% 3,483 $217K
United Advisor Group, LLC 0.02% Reduce -2.7% 3,472 $216K
Ruggaard & Associates LLC 0.08% No change 3,470 $216K
Robertson Stephens Wealth Management, LLC 0.01% New 3,408 $212K
Accel Wealth Management 0.05% Reduce -12.2% 3,374 $210K
MFA Wealth Services 0.12% Reduce -28.6% 3,353 $209K
Fortis Capital Advisors, LLC 0.02% New 3,304 $206K
SeaCrest Wealth Management, LLC 0.02% Reduce -9.7% 3,298 $205K
Kennedy Investment Group, Inc. 0.07% Reduce -10.7% 3,273 $204K
Flagship Wealth Advisors, LLC 0.05% No change 3,250 $202K
Waldron Private Wealth LLC 0.01% No change 3,245 $202K
Trexquant Investment LP 0.00% New 3,235 $201K
Whittier Trust Co. 0.00% Reduce -1.6% 3,144 $200K
Mather Group, Llc. 0.00% Reduce -0.4% 3,046 $189K
S.A. Mason LLC 0.06% Add +4.1% 2,910 $181K
1 North Wealth Services LLC 0.06% Reduce -16.1% 2,848 $177K
Marshall & Sterling Wealth Advisors Inc. 0.10% Reduce -2.9% 2,711 $169K
Coastline Trust Co 0.01% Reduce -5.7% 2,484 $155K
Regatta Research & Money Management 0.14% — 2,331 $145K
Asset Dedication, LLC 0.01% Add +0.1% 2,157 $134K
Caldwell Sutter Capital, Inc. 0.05% Add +10.2% 2,006 $125K
Triumph Capital Management 0.02% Add +1.6% 2,000 $124K
LRI Investments, LLC 0.01% No change 1,874 $117K
TD Capital Management LLC 0.01% Add +0.2% 1,836 $114K
Brown, Lisle/Cummings, Inc. 0.03% Add +1547.3% 1,812 $113K
Atlantic Union Bankshares Corp 0.00% New 1,793 $112K
Signaturefd, LLC 0.00% Reduce -38.3% 1,784 $111K
DHJJ Financial Advisors, Ltd. 0.03% Reduce -10.2% 1,769 $110K
Anchor Investment Management, LLC 0.01% Add +8.2% 1,737 $108K
Blue Trust, Inc. 0.00% No change 1,719 $107K
Orion Capital Management LLC 0.03% No change 1,700 $106K
Salomon & Ludwin, LLC 0.01% Add +0.1% 1,667 $105K
SouthState Bank Corp 0.00% Add +181.7% 1,645 $102K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -0.3% 1,581 $98K
Oakworth Capital, Inc. 0.00% No change 1,568 $98K
Crewe Advisors LLC 0.01% Add +0.1% 1,462 $91K
MCF Advisors LLC 0.00% Add +0.1% 1,324 $82K
Arlington Trust Co LLC 0.01% No change 1,280 $80K
Trust Co. of Toledo NA 0.01% No change 1,280 $80K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +0.1% 1,229 $77K
SWAN Capital LLC 0.03% New 1,212 $75K
Halbert Hargrove Global Advisors, LLC 0.00% No change 1,165 $72K
Hilltop National Bank 0.01% No change 1,100 $68K
JDM Financial Group LLC 0.02% New 1,081 $67K
United Community Bank 0.02% No change 1,067 $66K
SRH Advisors, LLC 0.02% Add +2.1% 1,062 $66K
Bell Investment Advisors, Inc 0.01% No change 1,055 $66K
Comprehensive Financial Planning, Inc. 0.03% Add +0.2% 1,034 $64K
Franklin Resources Inc. 0.00% Add +102.4% 1,012 $63K
CENTRAL TRUST Co 0.00% Reduce -5.9% 1,004 $62K
Pension & Wealth Management Advisors, Inc. 0.02% New 1,000 $62K
Cullen/Frost Bankers, Inc. 0.00% No change 994 $62K
Crews Bank & Trust 0.01% No change 926 $58K
Vanguard Advisers Inc. 0.00% Add +173.5% 897 $56K
Colonial Trust Co / SC 0.01% No change 896 $56K
Montag A & Associates Inc. 0.00% No change 890 $55K
Steigerwald, Gordon & Koch Inc. 0.01% No change 889 $55K
McGuire Capital Advisors Inc. 0.03% Reduce -29.0% 856 $53K
Larson Financial Group LLC 0.00% Add +0.1% 838 $52K
Cassaday & Co Wealth Management LLC 0.00% No change 834 $52K
Trust Co. of Vermont 0.00% — 800 $50K
JTC Employer Solutions Trustee Ltd 0.00% No change 780 $49K
MidFirst Bank 0.00% No change 765 $48K
Financial Gravity Companies, Inc. 0.01% — 763 $47K
JFS Wealth Advisors, LLC 0.00% No change 714 $44K
Smartleaf Asset Management LLC 0.00% No change 707 $44K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 706 $44K
Bayban 0.03% New 683 $42K
HM Payson & Co. 0.00% No change 675 $42K
Bogart Wealth, LLC 0.00% Add +0.1% 650 $40K
NBH Bank 0.02% — 650 $40K
Kelleher Financial Advisors 0.01% Add +5436.4% 609 $38K
Register Financial Advisors LLC 0.01% Add +15.2% 605 $38K
First Horizon Corp. 0.00% No change 603 $38K
GAMMA Investing LLC 0.00% No change 585 $36K
Redwood Park Advisors LLC 0.02% No change 500 $31K
Robbins Farley 0.01% New 500 $31K
American Capital Advisory, LLC 0.01% No change 500 $31K
Harbor Investment Advisory, LLC 0.00% No change 485 $30K
Costello Asset Management, INC 0.01% Add +0.2% 485 $30K
Cape Investment Advisory, Inc. 0.01% New 475 $30K
Hughes Financial Services, LLC 0.00% No change 427 $27K
Farmers & Merchants Investments Inc. 0.00% Add +9.1% 420 $26K
Quest 10 Wealth Builders, Inc. 0.02% Reduce -20.9% 400 $25K
Harborfront Financial Group LLC 0.09% — 397 $25K
Smallwood Wealth Investment Management, LLC 0.01% No change 380 $24K
Nvwm, LLC 0.00% No change 359 $22K
Founders Financial Alliance, LLC 0.00% No change 354 $22K
Bessemer Group Inc. 0.00% Reduce -69.8% 347 $22K
Salem Investment Counselors Inc. 0.00% No change 350 $22K
Synergy Investment Management, LLC 0.01% No change 346 $21K
Robinswood Financial LLC 0.01% New 344 $21K
Ascentis Wealth Management, LLC 0.00% No change 340 $21K
Key Capital Management, INC 0.01% Reduce -15.8% 320 $20K
Hantz Financial Services, Inc. 0.00% Add +252.3% 310 $19K
Abound Wealth Management 0.00% No change 295 $18K
SHP Wealth Management 0.00% No change 282 $18K
Caitlin John, LLC 0.01% No change 274 $17K
Strategic Wealth Partners, Ltd. 0.00% Reduce -7.9% 255 $16K
Simplex Trading, LLC 0.00% Add +64.5% 255 $16K
Fourth Dimension Wealth, LLC 0.01% No change 253 $16K
Three Bearings Fiduciary Advisors, Inc. 0.01% No change 248 $15K
Nemes Rush Group LLC 0.00% No change 240 $15K
MPWM Advisory Solutions, LLC 0.01% No change 240 $15K
Pinnacle Bancorp, Inc. 0.00% No change 222 $14K
American National Bank & Trust 0.00% No change 206 $13K
NFSG Corp 0.00% No change 203 $13K
HHM Wealth Advisors, LLC 0.00% Reduce -60.5% 202 $13K
Clearstead Advisors, LLC 0.00% New 189 $12K
Gen-Wealth Partners Inc 0.00% No change 177 $11K
Wolff Wiese Magana LLC 0.01% No change 176 $11K
Align Financial, LLC 0.01% No change 170 $11K
Cherry Tree Wealth Management, LLC 0.00% Reduce -52.5% 152 $9K
National Bank of Canada 0.00% No change 150 $9K
Operose Advisors LLC 0.00% No change 146 $9K
Hollencrest Capital Management 0.00% Reduce -38.4% 135 $8K
Financial Network Wealth Advisors LLC 0.01% No change 129 $8K
Sachetta, LLC 0.00% No change 125 $8K
Phillip James Consulting Co. 0.00% New 100 $6K
Measured Wealth Private Client Group, LLC 0.00% No change 84 $5K
Ogorek Anthony Joseph /NY/ 0.00% No change 86 $5K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 78 $5K
Winch Advisory Services, LLC 0.00% No change 58 $4K
First Command Advisory Services, Inc. 0.00% New 49 $3K
Fiduciary Financial Advisors 0.00% New 43 $3K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 35 $2K
LifeSteps Financial, Inc. 0.00% New 30 $2K
Truvestments Capital LLC 0.00% No change 30 $2K
Go Invest LLC 0.00% No change 19 $1K
Evermay Wealth Management LLC 0.00% New 13 $809
Trust Co 0.00% No change 10 $624
Whittier Trust Co. of Nevada Inc. 0.00% New 2 $129
Dogwood Wealth Management LLC 0.00% No change 1 $52

"% 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.