Vngrd Mrgstr MG CP GR ETF-UiMGKETF
13F holders, Q1 2024 (March 31)707holders
3famous investors
$286.33avg. 13F price*
At the end of Q1 2024, 707 institutions reported holding Vngrd Mrgstr MG CP GR ETF-Ui (MGK) in their 13F filings. The largest holders were Assetmark, Inc. ($2.0B), Cassaday & Co Wealth Management LLC ($1.0B) and Bank of America Corp. ($504.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vngrd Mrgstr MG CP GR ETF-Ui
- Filed as
- VANGUARD WORLD FD (Q1 2024)
- CUSIP
- 921910816
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $188.2M |
| Exits | 46 | $35.5M |
Ownership 707 holders
| Assetmark, Inc. | 6.41% | Reduce -0.2% | 6,879,652 | $2.0B |
| Cassaday & Co Wealth Management LLC | 32.66% | Reduce -6.0% | 3,504,773 | $1.0B |
| Bank of America Corp. | 0.05% | Reduce -0.0% | 1,758,645 | $504.0M |
| Morgan Stanley | 0.04% | Add +1.7% | 1,754,446 | $502.8M |
| Lincoln National Corp. | 4.14% | Reduce -1.8% | 925,763 | $265.3M |
| LPL Financial LLC | 0.14% | Add +4.9% | 891,522 | $255.5M |
| Wells Fargo & Company | 0.07% | Reduce -0.1% | 888,044 | $254.5M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -2.3% | 828,204 | $237.4M |
| UBS Group AG | 0.08% | Add +2.0% | 828,071 | $237.3M |
| PNC Financial Services Group, Inc. | 0.13% | Reduce -3.6% | 641,022 | $183.7M |
| Ameriprise Financial Inc. | 0.04% | Add +5.9% | 529,836 | $151.9M |
| Kensington Asset Management, LLC | 6.62% | Add +4.5% | 461,700 | $132.3M |
| Angeles Investment Advisors, LLC | 6.58% | Add +1174.2% | 431,940 | $123.8M |
| Royal Bank of Canada | 0.03% | Add +4.1% | 422,093 | $121.0M |
| Angeles Wealth Management, LLC | 12.04% | Add +20.7% | 420,090 | $120.4M |
| Osaic Holdings, Inc. | 0.23% | Reduce -54.6% | 352,972 | $101.2M |
| Cerity Partners LLC | 0.26% | Add +8.1% | 340,816 | $97.7M |
| Portfolio Strategies, Inc. | 6.18% | Reduce -0.9% | 317,708 | $91.0M |
| HighTower Advisors, LLC | 0.12% | Reduce -3.0% | 267,276 | $76.6M |
| Commonwealth Equity Services, LLC | 0.12% | Add +0.9% | 257,769 | $73.9M |
| Facet Wealth, Inc. | 2.39% | New | 248,001 | $70.8M |
| Means Investment Co., Inc. | 9.07% | Add +6.0% | 244,770 | $70.2M |
| Petredis Investment Advisors LLC | 7.21% | Add +2.5% | 209,560 | $60.1M |
| Rockefeller Capital Management L.P. | 0.17% | Add +3.6% | 206,159 | $59.1M |
| Merit Financial Group, LLC | 1.31% | Add +53.8% | 195,250 | $55.0M |
| Captrust Financial Advisors | 0.20% | Reduce -7.5% | 188,754 | $54.1M |
| MML Investors Services, LLC | 0.22% | Add +6.4% | 183,444 | $52.6M |
| Stifel Financial Corp. | 0.06% | Add +4.0% | 171,893 | $49.3M |
| Hengehold Capital Management LLC | 5.08% | Reduce -1.3% | 166,156 | $47.6M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +8.8% | 165,815 | $47.5M |
| Gratus Wealth Advisors, LLC | 8.45% | Add +22.5% | 167,562 | $46.0M |
| One Capital Management, LLC | 1.66% | Reduce -0.3% | 159,884 | $45.8M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Reduce -2.5% | 140,416 | $40.2M |
| Creative Planning | 0.04% | Reduce -5.0% | 138,534 | $39.7M |
| Leelyn Smith, LLC | 7.81% | Add +0.6% | 136,117 | $39.0M |
| American Trust | 3.19% | Add +3.5% | 133,307 | $38.2M |
| Bernardo Wealth Planning LLC | 10.14% | Add +2.1% | 127,245 | $36.5M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +6.2% | 127,159 | $36.4M |
| Janney Montgomery Scott LLC | 0.11% | Add +0.2% | 125,811 | $36.1M |
| Strategic Investment Advisors / MI | 4.60% | Reduce -1.4% | 125,052 | $35.8M |
| Cetera Investment Advisers | 0.08% | Add +108.0% | 124,679 | $35.7M |
| Black Diamond Financial, LLC | 9.52% | No change | 135,725 | $35.2M |
| Piedmont Capital Management, LLC | 22.86% | Add +1.1% | 117,844 | $33.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +2.5% | 113,581 | $32.6M |
| CX Institutional | 1.53% | Add +60.7% | 110,571 | $31.7M |
| Falcon Wealth Planning | 5.01% | Add +149.1% | 110,305 | $31.6M |
| FC Advisory LLC | 11.33% | Reduce -3.3% | 107,289 | $30.8M |
| Leavell Investment Management, Inc. | 1.74% | Add +5.0% | 105,435 | $30.2M |
| Beacon Capital Management, LLC | 6.06% | Add +59.3% | 103,083 | $29.5M |
| Beacon Pointe Advisors, LLC | 0.33% | Reduce -2.4% | 102,829 | $29.5M |
| Mfa Wealth Advisors, LLC | 7.69% | Reduce -3.3% | 102,076 | $29.3M |
| Blue Edge Capital, LLC | 4.86% | Add +0.8% | 101,308 | $29.0M |
| Mariner, LLC | 0.06% | Add +17.4% | 100,623 | $28.8M |
| BHK Investment Advisors, LLC | 11.02% | Add +23.9% | 100,052 | $28.7M |
| Erickson Financial Group, LLC | 20.46% | Add +0.5% | 91,051 | $26.1M |
| Raymond James & Associates | 0.02% | Add +6.5% | 88,459 | $25.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +263.2% | 87,687 | $25.1M |
| Royal Fund Management, LLC | 2.87% | Reduce -2.8% | 86,917 | $24.9M |
| JPMorgan Chase & Co. | 0.00% | Add +11.9% | 84,573 | $24.2M |
| Comerica Bank | 0.10% | Add +1.0% | 84,440 | $24.2M |
| DT Investment Partners, LLC | 2.44% | Add +0.4% | 84,073 | $24.1M |
| Avior Wealth Management, LLC | 1.04% | Reduce -2.8% | 77,784 | $22.3M |
| Truist Financial Corp. | 0.03% | Reduce -4.2% | 77,054 | $22.1M |
| Greytown Advisors Inc. | 12.14% | Reduce -13.5% | 75,258 | $21.6M |
| Allspring Global Investments Holdings, LLC | 0.03% | New | 72,000 | $20.6M |
| Kestra Advisory Services, LLC | 0.13% | Add +10.6% | 69,141 | $19.8M |
| Foundations Investment Advisors, LLC | 0.52% | Add +103.0% | 68,861 | $19.7M |
| Northern Trust Corp. | 0.00% | Add +16.3% | 68,699 | $19.7M |
| Penserra Capital Management LLC | 0.24% | New | 67,761 | $19.4M |
| Zeit Capital LLC | 15.22% | Reduce -12.5% | 65,772 | $18.9M |
| HB Wealth Management, LLC | 0.24% | Add +19.6% | 65,478 | $18.8M |
| Blackston Financial Advisory Group, LLC | 11.86% | Reduce -2.9% | 62,328 | $17.9M |
| Marshall Wace, LLP | 0.03% | Add +328.2% | 61,203 | $17.5M |
| D.A. Davidson & Co. | 0.16% | Add +33.9% | 60,704 | $17.4M |
| Copperwynd Financial, LLC | 6.20% | Add +1.5% | 60,093 | $17.2M |
| Ieq Capital, LLC | 0.22% | Reduce -0.6% | 54,537 | $15.6M |
| Savant Capital, LLC | 0.18% | Reduce -3.4% | 54,278 | $15.6M |
| Salem Investment Counselors Inc. | 0.51% | Add +0.2% | 54,266 | $15.6M |
| Raab & Moskowitz Asset Management LLC | 4.26% | Add +0.5% | 53,170 | $15.2M |
| ETF Portfolio Partners, Inc. | 4.75% | Reduce -15.3% | 52,273 | $15.0M |
| Darwin Wealth Management, LLC | 4.10% | Reduce -4.7% | 51,267 | $14.7M |
| Kestra Private Wealth Services, LLC | 0.33% | Reduce -24.9% | 50,512 | $14.5M |
| US Bancorp \de | 0.02% | Reduce -3.6% | 49,118 | $14.1M |
| Two Sigma Investments, LP | 0.03% | Reduce -45.5% | 47,900 | $13.7M |
| POM Investment Strategies, LLC | 10.71% | Add +5.9% | 45,660 | $13.1M |
| Von Berge Wealth Management Group, LLC | 8.31% | Add +23.5% | 45,078 | $12.9M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +2.5% | 44,014 | $12.6M |
| TFB Advisors LLC | 4.56% | Add +3.3% | 46,086 | $12.6M |
| Gladstone Institutional Advisory LLC | 0.68% | Reduce -20.1% | 43,271 | $12.4M |
| Fortis Group Advisors, LLC | 2.27% | New | 42,917 | $12.3M |
| Alps Advisors Inc. | 0.09% | Reduce -1.5% | 42,280 | $12.1M |
| Bank of New York Mellon Corp | 0.00% | Add +7.2% | 40,565 | $11.6M |
| AE Wealth Management LLC | 0.13% | Reduce -80.4% | 39,582 | $11.3M |
| Wheelhouse Advisory Group LLC | 8.54% | Add +3.7% | 38,801 | $11.1M |
| Texas Capital Bank Wealth Management Services Inc | 1.21% | Reduce -0.1% | 38,582 | $11.1M |
| Stephens Inc. | 0.17% | Add +4.0% | 38,335 | $11.0M |
| ODonnell Financial Services, LLC | 4.98% | Add +57.8% | 37,935 | $10.9M |
| GeoWealth Management, LLC | 0.41% | Add +18.1% | 37,362 | $10.7M |
| Focused Wealth Management, Inc | 1.67% | Reduce -3.0% | 37,353 | $10.7M |
| Pacific Center for Financial Services | 3.02% | Add +6.0% | 36,964 | $10.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -5.3% | 36,100 | $10.3M |
| Prudential Financial Inc. | 0.01% | Add +10.7% | 36,068 | $10.3M |
| Cedar Point Capital Partners, LLC | 7.74% | Add +1.3% | 35,578 | $10.2M |
| Philadelphia Trust Co. | 0.81% | No change | 35,185 | $10.1M |
| Atria Wealth Solutions, Inc. | 0.11% | Add +7.7% | 34,439 | $9.9M |
| Fernwood Investment Management, LLC | 2.87% | Add +1.3% | 34,279 | $9.8M |
| NWF Advisory Services Inc. | 1.61% | Add +312.9% | 33,681 | $9.7M |
| Clarus Wealth Advisors | 5.42% | Add +36.1% | 33,764 | $9.6M |
| Concurrent Investment Advisors, LLC | 0.38% | Add +5.2% | 32,955 | $9.4M |
| SOL Capital Management CO | 1.14% | Add +0.6% | 31,632 | $9.1M |
| Cypress Wealth Services, LLC | 2.07% | Reduce -1.4% | 30,975 | $8.9M |
| Centaurus Financial, Inc. | 0.61% | Add +40.4% | 30,618 | $8.8M |
| Valicenti Advisory Services Inc. | 2.37% | Reduce -1.2% | 29,703 | $8.5M |
| Capital Planning LLC | 2.76% | Add +1.4% | 29,519 | $8.5M |
| Blair William & Co. | 0.03% | Add +6.6% | 29,458 | $8.4M |
| Prospera Financial Services Inc | 0.25% | Add +8.3% | 29,137 | $8.4M |
| Cascade Financial Partners, LLC | 1.19% | — | 29,037 | $8.3M |
| Wealthfront Advisers LLC | 0.03% | Add +7.1% | 28,766 | $8.2M |
| Kingsview Wealth Management, LLC | 0.21% | Reduce -17.7% | 28,682 | $8.2M |
| Checchi Capital Advisers, LLC | 0.64% | Reduce -0.2% | 28,657 | $8.2M |
| WealthShield Partners, LLC | 1.31% | Reduce -33.0% | 28,265 | $8.1M |
| Center For Asset Management LLC | 6.55% | Reduce -2.3% | 27,922 | $8.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.23% | Reduce -2.8% | 26,321 | $7.5M |
| Apollon Financial, LLC | 2.56% | Add +2.6% | 25,852 | $7.4M |
| Stratos Investment Management, LLC | 0.71% | Reduce -53.4% | 25,216 | $7.2M |
| Resolute Advisors LLC | 1.32% | Add +0.1% | 24,987 | $7.2M |
| Tactive Advisors, LLC | 3.76% | Add +63.3% | 24,681 | $7.1M |
| WNY Asset Management, LLC | 1.06% | Add +3.7% | 24,309 | $7.0M |
| Capstone Wealth Management Group, LLC | 4.82% | Reduce -4.5% | 23,431 | $6.7M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +27.2% | 23,078 | $6.6M |
| Accredited Investors Inc. | 0.42% | Reduce -1.4% | 22,771 | $6.5M |
| Private Advisor Group, LLC | 0.05% | Add +7.6% | 22,465 | $6.4M |
| Synovus Financial Corp. | 0.08% | Reduce -3.4% | 21,491 | $6.2M |
| Avidian Wealth Enterprises, LLC | 0.32% | Reduce -29.7% | 21,055 | $6.0M |
| McClarren Financial Advisors, Inc. | 4.33% | Reduce -1.3% | 21,029 | $6.0M |
| Deane Retirement Strategies, Inc. | 3.00% | New | 20,585 | $5.9M |
| 9258 Wealth Management, LLC | 0.91% | Add +0.4% | 20,331 | $5.8M |
| NewEdge Advisors, LLC | 0.05% | Reduce -87.1% | 20,296 | $5.8M |
| Idaho Trust Co | 5.61% | New | 20,271 | $5.8M |
| Fingerlakes Wealth Management, Inc. | 5.61% | Add +11.8% | 20,271 | $5.8M |
| Moneta Group Investment Advisors LLC | 0.09% | Reduce -1.0% | 20,135 | $5.8M |
| Choreo, LLC | 0.15% | Add +0.1% | 19,900 | $5.7M |
| Northeast Investment Management | 0.28% | Add +11.4% | 19,847 | $5.7M |
| Wells Financial Advisors INC | 3.78% | No change | 19,358 | $5.5M |
| FMR LLC | 0.00% | Add +13.8% | 19,086 | $5.5M |
| Focus Partners Wealth | 0.04% | Add +20.5% | 18,844 | $5.4M |
| American Financial & Tax Strategies Inc. | 2.88% | Reduce -6.1% | 18,723 | $5.4M |
| Independent Financial Group, LLC | 0.25% | Add +26.2% | 18,648 | $5.3M |
| Joel Isaacson & Co., LLC | 0.29% | Add +0.1% | 18,507 | $5.3M |
| Sharkey, Howes & Javer | 0.85% | Reduce -0.5% | 18,151 | $5.2M |
| Randall & Associates Wealth Management | 4.64% | New | 17,930 | $5.1M |
| Ifrah Financial Services, Inc. | 1.41% | Reduce -3.4% | 17,538 | $5.0M |
| Jackson Wealth Management, LLC | 0.63% | Reduce -1.5% | 17,488 | $5.0M |
| Litman Gregory Wealth Management LLC | 0.45% | No change | 17,230 | $4.9M |
| Harbour Investments, Inc. | 0.17% | Add +10.7% | 17,162 | $4.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +417.4% | 16,847 | $4.8M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +68.7% | 16,282 | $4.7M |
| Fischer Investment Strategies, LLC | 4.01% | Reduce -15.0% | 16,012 | $4.6M |
| EverSource Wealth Advisors, LLC | 0.36% | Reduce -3.1% | 16,759 | $4.6M |
| Mathes Company, Inc. | 1.71% | Add +0.3% | 15,790 | $4.5M |
| Ethos Financial Group, LLC | 0.85% | Add +6.6% | 15,453 | $4.4M |
| Ameritas Advisory Services, LLC | 0.18% | Reduce -32.5% | 15,691 | $4.4M |
| GLOBALT Investments LLC / GA | 0.17% | Add +1.3% | 15,200 | $4.4M |
| Breakwater Investment Management | 1.93% | — | 14,661 | $4.2M |
| J.W. Cole Advisors, Inc. | 0.21% | Add +2.7% | 14,258 | $4.1M |
| CMC Financial Group | 5.59% | Reduce -44.4% | 13,835 | $4.0M |
| Clifford Group, LLC | 3.25% | Add +70.4% | 13,737 | $3.9M |
| Strategic Financial Partners, Ltd. | 2.14% | Add +0.5% | 13,487 | $3.9M |
| Quantum Capital Management, LLC / NJ | 0.42% | Add +0.5% | 13,449 | $3.9M |
| Silver Oak Securities, Incorporated | 0.59% | Reduce -39.5% | 13,392 | $3.8M |
| Howard Capital Management, LLC | 0.41% | Add +7.1% | 13,078 | $3.7M |
| Alpha Cubed Investments, LLC | 0.19% | Reduce -5.7% | 12,884 | $3.7M |
| Hilltop Holdings Inc. | 0.41% | New | 12,819 | $3.7M |
| MAI Capital Management | 0.04% | Add +8.0% | 12,814 | $3.7M |
| Zhang Financial LLC | 0.27% | Add +9.0% | 12,546 | $3.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.7% | 12,520 | $3.6M |
| FSC Wealth Advisors, LLC | 2.50% | Add +0.7% | 12,378 | $3.5M |
| Financial Advocates Investment Management | 0.20% | Add +14.5% | 12,087 | $3.5M |
| Avantax Advisory Services, Inc. | 0.03% | Add +10.5% | 12,018 | $3.4M |
| Global Retirement Partners, LLC | 0.13% | Add +4.5% | 11,937 | $3.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.40% | Add +22.9% | 11,704 | $3.4M |
| Horizon Investment Services, LLC | 1.62% | Reduce -0.7% | 11,538 | $3.3M |
| Flagship Private Wealth, LLC | 2.13% | Add +17.2% | 11,515 | $3.3M |
| Forum Private Client Group LLC | 1.58% | Reduce -7.5% | 11,425 | $3.3M |
| Robertson Stephens Wealth Management, LLC | 0.18% | Reduce -2.5% | 11,400 | $3.3M |
| First Horizon Advisors, Inc. | 0.10% | Reduce -0.2% | 11,370 | $3.3M |
| Kovack Advisors, Inc. | 0.39% | Add +3.0% | 11,236 | $3.2M |
| Main Street Financial Solutions, LLC | 0.34% | Add +6.3% | 10,996 | $3.2M |
| Apriem Advisors | 0.39% | New | 10,954 | $3.1M |
| Hilltop Wealth Advisors, LLC | 1.60% | Reduce -2.8% | 10,897 | $3.1M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Add +85.3% | 10,882 | $3.1M |
| Encompass Wealth Advisors, LLC | 0.81% | Reduce -0.0% | 10,635 | $3.0M |
| PFG Investments, LLC | 0.18% | New | 10,210 | $2.9M |
| Silicon Valley Capital Partners | 0.44% | Reduce -5.8% | 10,176 | $2.9M |
| Richard P Slaughter Associates Inc | 0.70% | Reduce -2.8% | 10,093 | $2.9M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -2.2% | 10,005 | $2.9M |
| Ballentine Partners, LLC | 0.05% | Reduce -1.1% | 9,959 | $2.9M |
| Bright Futures Wealth Management, LLC. | 1.54% | — | 8,948 | $2.8M |
| Flow Traders U.S. LLC | 0.15% | New | 9,837 | $2.8M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +1179.2% | 9,594 | $2.7M |
| Clarity Financial LLC | 0.42% | Add +489.6% | 9,475 | $2.7M |
| Consolidated Portfolio Review Corp | 0.71% | Reduce -7.1% | 9,400 | $2.7M |
| USAdvisors Wealth Management, LLC | 1.01% | Reduce -1.6% | 9,350 | $2.7M |
| HRT Financial LP | 0.02% | New | 9,329 | $2.7M |
| 1900 Wealth Management LLC | 0.24% | Reduce -0.3% | 9,303 | $2.7M |
| Eagle Strategies LLC | 0.58% | Add +37.1% | 9,041 | $2.6M |
| Sheridan Capital Management, LLC | 1.92% | Reduce -28.7% | 8,895 | $2.5M |
| Accretive Wealth Partners, LLC | 1.12% | No change | 9,000 | $2.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +10.4% | 8,559 | $2.5M |
| FRG Family Wealth Advisors LLC | 0.47% | Add +9.8% | 8,846 | $2.4M |
| Breakwater Capital Group | 0.61% | Reduce -5.2% | 8,437 | $2.4M |
| Fisher Asset Management | 0.00% | Add +26.9% | 8,351 | $2.4M |
| Atria Investments, Inc | 0.03% | Reduce -8.2% | 8,342 | $2.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -9.0% | 8,263 | $2.4M |
| Brookstone Capital Management | 0.04% | Add +1.4% | 8,231 | $2.4M |
| BluePointe Capital Management, LLC | 1.62% | Add +3.5% | 8,225 | $2.4M |
| Creative Financial Designs Inc. | 0.22% | Add +7.7% | 8,206 | $2.4M |
| Quantum Portfolio Management LLC | 1.33% | Add +64.9% | 8,173 | $2.3M |
| Spirepoint Private Client, LLC | 0.35% | — | 8,128 | $2.3M |
| Vanguard Group Inc. | 0.00% | Add +18.8% | 8,008 | $2.3M |
| RFG Advisory, LLC | 0.08% | New | 8,007 | $2.3M |
| Americana Partners, LLC | 0.19% | No change | 7,997 | $2.3M |
| Valmark Advisers, Inc. | 0.04% | Reduce -1.0% | 7,895 | $2.3M |
| Plancorp, LLC | 0.10% | Add +8.1% | 7,712 | $2.2M |
| Etfidea, LLC | 0.75% | Add +21.0% | 7,686 | $2.2M |
| Nwam LLC | 0.18% | Reduce -1.1% | 7,659 | $2.2M |
| Bank of Hawaii | 0.11% | Reduce -0.9% | 7,567 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -11.8% | 9,357 | $2.1M |
| Sigma Planning Corp | 0.06% | Add +213.7% | 7,199 | $2.1M |
| Mgo One Seven LLC | 0.11% | Add +7.2% | 7,196 | $2.1M |
| Advisor OS, LLC | 0.24% | Add +6.6% | 7,168 | $2.1M |
| Fortune 45 LLC | 1.68% | Add +0.1% | 7,146 | $2.0M |
| CoreCap Advisors, LLC | 0.11% | Add +188.3% | 7,113 | $2.0M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -81.9% | 7,064 | $2.0M |
| Renaissance Technologies | 0.00% | New | 6,899 | $2.0M |
| Regal Investment Advisors LLC | 0.13% | Add +45.1% | 6,870 | $2.0M |
| Gsa Capital Partners LLP | 0.15% | Reduce -5.6% | 6,800 | $1.9M |
| Sovereign Financial Group, Inc. | 0.51% | Reduce -0.4% | 6,720 | $1.9M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -21.3% | 6,459 | $1.9M |
| N.E.W. Advisory Services LLC | 0.20% | Add +1.6% | 6,436 | $1.8M |
| Bessemer Group Inc. | 0.00% | No change | 6,400 | $1.8M |
| IHT Wealth Management, LLC | 0.07% | Add +4.8% | 6,337 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +106.4% | 6,330 | $1.8M |
| Cherry Creek Investment Advisors, Inc. | 0.98% | Add +0.2% | 6,301 | $1.8M |
| Pinnacle Bancorp, Inc. | 0.53% | Reduce -3.3% | 6,271 | $1.8M |
| Garden State Investment Advisory Services LLC | 0.65% | Reduce -0.1% | 6,203 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.21% | Add +4.1% | 6,157 | $1.8M |
| Certuity, LLC | 0.15% | Reduce -0.5% | 6,073 | $1.7M |
| TD Private Client Wealth LLC | 0.06% | Add +48.9% | 6,042 | $1.7M |
| Fifth Third Securities, Inc. | 0.17% | Add +10.3% | 6,012 | $1.7M |
| StoneX Group Inc. | 0.15% | Add +29.9% | 5,932 | $1.7M |
| Keybank National Association | 0.01% | Reduce -6.3% | 5,920 | $1.7M |
| Lido Advisors, LLC | 0.02% | Add +47.2% | 5,911 | $1.7M |
| GTS Securities LLC | 0.05% | New | 5,867 | $1.7M |
| LongView Wealth Management | 0.66% | Add +3.6% | 5,832 | $1.7M |
| Belvedere Trading LLC | 0.12% | New | 5,782 | $1.7M |
| Echo Wealth Management, LLC | 1.35% | Reduce -11.0% | 5,696 | $1.6M |
| Old National Bancorp | 0.04% | Reduce -37.1% | 5,567 | $1.6M |
| LifePlan Financial, LLC | 1.43% | Reduce -8.1% | 5,436 | $1.6M |
| Worth Asset Management, LLC | 0.95% | Add +10.4% | 5,410 | $1.6M |
| HUB Investment Partners, LLC | 0.08% | Add +87.8% | 5,323 | $1.5M |
| Virtu Financial LLC | 0.11% | New | 5,249 | $1.5M |
| Balanced Rock Investment Advisors LLC | 1.28% | New | 5,236 | $1.5M |
| Oxbow Advisors, LLC | 0.21% | No change | 5,200 | $1.5M |
| Money Concepts Capital Corp. | 0.13% | Add +4.2% | 5,088 | $1.5M |
| Gilliland Jeter Wealth Management LLC | 0.50% | Add +0.1% | 5,056 | $1.4M |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -0.6% | 4,955 | $1.4M |
| Bowman & Co S.C. | 0.86% | New | 4,918 | $1.4M |
| Rwa Wealth Partners, LLC | 0.02% | Add +266.8% | 4,860 | $1.4M |
| Prosperity Wealth Management, Inc. | 0.66% | Add +78.6% | 4,859 | $1.4M |
| Carr Financial Group Corp | 0.46% | Reduce -21.6% | 4,812 | $1.4M |
| MidAtlantic Capital Management, Inc. | 1.20% | Add +8.7% | 4,782 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.12% | Add +21.6% | 4,767 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Add +6.4% | 4,594 | $1.3M |
| Estate Counselors, LLC | 0.15% | Reduce -94.1% | 4,555 | $1.3M |
| Clearwater Capital Advisors, LLC | 0.14% | Reduce -0.2% | 4,545 | $1.3M |
| Csenge Advisory Group | 0.07% | Add +8.4% | 4,532 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +7.2% | 4,531 | $1.3M |
| Procyon Advisors, LLC | 0.10% | Add +11.5% | 4,488 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +109.4% | 4,471 | $1.3M |
| Gray Wealth Management Inc. | 0.57% | Reduce -7.2% | 4,458 | $1.3M |
| Level Four Advisory Services, LLC | 0.07% | No change | 4,882 | $1.3M |
| ICA Group Wealth Management, LLC | 0.25% | Add +1.6% | 4,386 | $1.3M |
| Gries Financial LLC | 0.21% | New | 4,361 | $1.2M |
| Crescent Grove Advisors, LLC | 0.13% | No change | 4,335 | $1.2M |
| Hollencrest Capital Management | 0.06% | Reduce -31.7% | 4,317 | $1.2M |
| Nicolet Advisory Services, LLC | 0.13% | Reduce -14.8% | 4,320 | $1.2M |
| Brown Advisory Inc. | 0.00% | No change | 4,261 | $1.2M |
| Crown Wealth Group, LLC | 0.63% | Add +142.6% | 4,248 | $1.2M |
| Argent Trust Co | 0.05% | No change | 4,239 | $1.2M |
| Fee-Only Financial Planning, L.C. | 0.81% | No change | 4,200 | $1.2M |
| Good Life Advisors, LLC | 0.11% | Add +9.3% | 4,191 | $1.2M |
| Wellspring Financial Advisors, LLC | 0.19% | Add +0.1% | 4,182 | $1.2M |
| Wealthspire Advisors, LLC | 0.02% | Add +242.5% | 4,141 | $1.2M |
| Willner & Heller, LLC | 1.18% | Add +6.2% | 4,137 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +16.9% | 4,076 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +16.9% | 4,076 | $1.2M |
| Tidal Investments LLC | 0.02% | New | 4,060 | $1.2M |
| Summit Investment Advisory Services, LLC | 0.69% | Reduce -1.5% | 4,062 | $1.2M |
| Knightsbridge Asset Management, LLC | 0.33% | No change | 4,484 | $1.2M |
| Hoffman, Alan N Investment Management | 0.64% | Reduce -1.5% | 3,982 | $1.1M |
| Aveo Capital Partners, LLC | 0.12% | Reduce -3.3% | 4,034 | $1.1M |
| Ridgepath Capital Management LLC | 1.26% | Add +211.1% | 3,907 | $1.1M |
| United Advisor Group, LLC | 0.42% | Add +7.4% | 3,905 | $1.1M |
| LifeSteps Financial, Inc. | 0.84% | Reduce -7.9% | 3,883 | $1.1M |
| Liberty Wealth Management LLC | 0.21% | Reduce -45.4% | 3,838 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +26.5% | 3,775 | $1.1M |
| AlTi Global, Inc. | 0.03% | No change | 3,764 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -3.9% | 3,762 | $1.1M |
| Continuum Advisory, LLC | 0.16% | Reduce -59.5% | 3,759 | $1.1M |
| Raymond James Trust N.A. | 0.03% | Add +9.3% | 3,741 | $1.1M |
| Betterment LLC | 0.00% | Reduce -1.8% | 3,734 | $1.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +13.6% | 3,722 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +0.4% | 3,703 | $1.1M |
| Wealthstream Advisors, Inc. | 0.39% | No change | 3,606 | $1.0M |
| Schechter Investment Advisors, LLC | 0.08% | Add +0.0% | 3,590 | $1.0M |
| Diversify Advisory Services, LLC | 0.06% | — | 3,576 | $1.0M |
| Vontobel Holding Ltd. | 0.01% | Reduce -39.1% | 3,500 | $1.0M |
| Sage Mountain Advisors LLC | 0.10% | Reduce -4.2% | 3,474 | $996K |
| Buckingham Strategic Wealth, LLC | 0.01% | No change | 3,470 | $995K |
| Insight Advisors, LLC/ PA | 0.19% | Add +2.7% | 3,461 | $992K |
| Belpointe Asset Management LLC | 0.07% | Reduce -0.4% | 3,444 | $987K |
| Epic Trust Investment Advisors, LLC | 1.21% | Reduce -14.2% | 3,420 | $980K |
| Turtle Creek Wealth Advisors, LLC | 0.24% | No change | 3,408 | $977K |
| White Lighthouse Investment Management Inc. | 0.19% | Reduce -2.1% | 3,341 | $958K |
| Well Done, LLC | 0.19% | No change | 3,309 | $948K |
| High Net Worth Advisory Group LLC | 0.29% | Add +8.8% | 3,264 | $935K |
| Steel Grove Capital Advisors, LLC | 0.12% | New | 3,261 | $935K |
| Pathstone Holdings, LLC | 0.00% | Add +0.4% | 3,257 | $933K |
| Cwm, LLC | 0.00% | Add +3.2% | 3,244 | $930K |
| Gateway Wealth Partners, LLC | 0.33% | Add +71.3% | 3,223 | $924K |
| Quent Capital, LLC | 0.11% | Add +13.9% | 3,153 | $904K |
| Hansen & Associates Financial Group, Inc. | 0.51% | Reduce -27.0% | 3,324 | $890K |
| Detalus Advisors, LLC | 0.32% | Reduce -0.1% | 3,104 | $890K |
| Cutler Group LLC / CA | 0.44% | New | 3,072 | $880K |
| Johnson Investment Counsel Inc. | 0.01% | Add +75.0% | 3,015 | $864K |
| Keystone Financial Group | 0.13% | Add +2.4% | 3,008 | $862K |
| Client 1ST Advisory Group, LLC | 0.38% | No change | 2,936 | $841K |
| Simplex Trading, LLC | 0.02% | Add +3.1% | 2,911 | $834K |
| Parsons Capital Management Inc. | 0.06% | Add +21.6% | 2,905 | $833K |
| Sheaff Brock Investment Advisors, LLC | 0.07% | Reduce -1.8% | 2,901 | $832K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +0.0% | 2,893 | $829K |
| Prestige Wealth Management Group LLC | 0.18% | Reduce -7.1% | 2,869 | $822K |
| RDA Financial Network | 0.28% | Reduce -29.5% | 2,812 | $806K |
| L.M. Kohn & Company | 0.23% | Add +24.3% | 2,809 | $805K |
| Legacy Financial Advisors, Inc. | 0.14% | Reduce -12.4% | 2,750 | $788K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -6.5% | 2,681 | $769K |
| Avalon Trust Co | 0.06% | No change | 2,642 | $757K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -0.6% | 2,620 | $751K |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -44.8% | 2,557 | $733K |
| Lazari Capital Management, Inc. | 0.39% | Reduce -0.9% | 2,533 | $726K |
| Mather Group, Llc. | 0.01% | Add +69.9% | 2,791 | $724K |
| Westmount Partners, LLC | 0.26% | No change | 2,523 | $723K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.3% | 2,510 | $719K |
| Essex Financial Services, Inc. | 0.07% | Reduce -20.8% | 2,508 | $719K |
| BOCHK Asset Management Ltd | 0.25% | New | 2,500 | $717K |
| Heartwood Wealth Advisors LLC | 0.09% | New | 2,478 | $710K |
| Wescott Financial Advisory Group, LLC | 0.09% | No change | 2,464 | $706K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +9.7% | 2,422 | $694K |
| Private Wealth Group, LLC | 0.36% | No change | 2,418 | $693K |
| Weaver Consulting Group | 0.26% | Reduce -0.4% | 2,406 | $690K |
| Allworth Financial LP | 0.00% | Reduce -0.1% | 2,397 | $687K |
| Vantage Financial Partners, LLC | 0.18% | Add +0.1% | 2,387 | $684K |
| Silverlake Wealth Management LLC | 0.35% | Add +27.7% | 2,379 | $682K |
| Smith, Moore & Co. | 0.07% | Reduce -15.0% | 2,363 | $677K |
| McAdam, LLC | 0.04% | Add +21.4% | 2,333 | $669K |
| Squire Investment Management Company, LLC | 0.42% | No change | 2,325 | $666K |
| Financial Management Network Inc. | 0.17% | New | 2,363 | $665K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -1.8% | 2,307 | $661K |
| Clark Capital Management Group, Inc. | 0.00% | New | 2,306 | $661K |
| CENTRAL TRUST Co | 0.02% | No change | 2,295 | $658K |
| Bank of Montreal | 0.00% | Add +8.3% | 2,282 | $657K |
| Empower Advisory Group, LLC | 0.00% | Add +69.4% | 2,260 | $648K |
| Buttonwood Financial Advisors Inc. | 0.30% | Add +0.5% | 2,229 | $639K |
| Intrua Financial, LLC | 0.10% | Reduce -9.2% | 2,225 | $638K |
| Colton Groome Financial Advisors, LLC | 0.26% | Add +25.6% | 2,221 | $637K |
| FAS Wealth Partners, Inc. | 0.06% | New | 2,213 | $634K |
| Choate Investment Advisors | 0.02% | New | 2,198 | $630K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -23.0% | 2,161 | $619K |
| Townsquare Capital LLC | 0.01% | Add +33.3% | 2,124 | $609K |
| JFS Wealth Advisors, LLC | 0.05% | New | 2,114 | $606K |
| Elevated Capital Advisors, LLC | 0.17% | Reduce -2.9% | 2,097 | $601K |
| First Heartland Consultants, Inc. | 0.06% | New | 2,075 | $595K |
| Adero Partners, LLC | 0.04% | No change | 2,062 | $591K |
| Summit Wealth Partners, LLC | 0.12% | Reduce -3.9% | 2,043 | $586K |
| Rodgers & Associates, LTD | 0.07% | Reduce -5.8% | 2,019 | $579K |
| Hartline Investment Corp./ | 0.10% | Reduce -30.0% | 2,009 | $576K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Add +16.3% | 2,009 | $576K |
| Legacy Advisory Services, LLC | 0.54% | Reduce -8.5% | 2,006 | $575K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -55.6% | 2,000 | $573K |
| PrairieView Partners, LLC | 0.07% | No change | 1,993 | $572K |
| WealthTrust Asset Management, LLC | 0.43% | New | 1,984 | $569K |
| Embree Financial Group | 0.11% | Reduce -17.9% | 1,978 | $567K |
| Institute for Wealth Management, LLC. | 0.07% | Add +4.2% | 1,971 | $565K |
| Dopkins Wealth Management, LLC | 0.34% | Add +132.0% | 1,970 | $565K |
| Berkshire Asset Management LLC | 0.03% | Reduce -0.8% | 1,968 | $564K |
| Vigilare Wealth Management | 0.27% | New | 1,945 | $557K |
| Altfest L J & Co. Inc. | 0.08% | No change | 1,945 | $557K |
| Mitchell McLeod Pugh & Williams Inc. | 0.13% | Reduce -36.2% | 1,938 | $555K |
| Signet Financial Management, LLC | 0.08% | Add +7.5% | 1,930 | $553K |
| Campbell Wealth Management | 0.05% | Add +12.6% | 1,927 | $552K |
| Relyea Zuckerberg Hanson LLC | 0.10% | New | 1,925 | $552K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +12.0% | 1,912 | $548K |
| Accurate Wealth Management, LLC | 0.16% | Add +17.0% | 2,012 | $539K |
| Acorn Financial Advisory Services Inc. | 0.10% | No change | 1,873 | $537K |
| Spire Wealth Management | 0.01% | Reduce -1.2% | 1,862 | $534K |
| Russell Investments Group, Ltd. | 0.00% | New | 1,860 | $533K |
| Stonegate Investment Group, LLC | 0.02% | Add +11.2% | 1,848 | $530K |
| Measured Wealth Private Client Group, LLC | 0.18% | No change | 1,837 | $527K |
| Stonebridge Financial Planning Group, LLC | 0.28% | Reduce -3.9% | 1,831 | $525K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +3.7% | 1,802 | $516K |
| Pegasus Partners Ltd. | 0.05% | No change | 1,797 | $515K |
| Western Wealth Management, LLC | 0.04% | Reduce -71.0% | 1,795 | $514K |
| Pennsylvania Capital Management Inc. | 0.21% | Reduce -1.1% | 1,783 | $511K |
| Carroll Investors, Inc | 0.38% | No change | 1,753 | $502K |
| Franklin Resources Inc. | 0.00% | Reduce -78.0% | 1,735 | $497K |
| Capital Investment Advisors, LLC | 0.01% | No change | 1,729 | $496K |
| Nicholas Hoffman & Company, LLC. | 0.03% | No change | 1,718 | $492K |
| Strategic Blueprint, LLC | 0.03% | Add +21.6% | 1,716 | $492K |
| JGP Wealth Management, LLC | 0.07% | No change | 1,700 | $487K |
| Kingswood Wealth Advisors, LLC | 0.06% | No change | 1,700 | $487K |
| Bailard, Inc. | 0.01% | No change | 1,700 | $487K |
| Modern Wealth Management, LLC | 0.05% | Add +17.8% | 1,698 | $487K |
| Compound Planning, Inc. | 0.04% | Reduce -11.5% | 1,687 | $484K |
| Sage Investment Advisers LLC | 0.55% | Add +0.1% | 1,687 | $483K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 1,675 | $480K |
| CVA Family Office, LLC | 0.09% | Add +31.5% | 1,669 | $478K |
| ProVise Management Group, LLC | 0.04% | Reduce -9.8% | 1,665 | $477K |
| Cascade Investment Group, Inc. | 0.36% | No change | 1,662 | $476K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -17.4% | 1,640 | $470K |
| Pinion Investment Advisors, LLC | 0.24% | Reduce -22.8% | 1,637 | $469K |
| Bell Bank | 0.04% | Reduce -7.1% | 1,628 | $467K |
| Global Trust Asset Management, LLC | 0.19% | Add +9.8% | 1,626 | $466K |
| Focus Financial Network, Inc. | 0.02% | — | 1,688 | $463K |
| Canandaigua National Bank & Trust Co. | 0.07% | New | 1,601 | $459K |
| CreativeOne Wealth, LLC | 0.02% | New | 1,587 | $455K |
| Venture Visionary Partners LLC | 0.02% | No change | 1,587 | $455K |
| Richardson Financial Services Inc. | 0.32% | Add +3.8% | 1,584 | $454K |
| Tiaa Trust, National Association | 0.00% | Reduce -11.9% | 1,583 | $454K |
| Jane Street Group, LLC | 0.00% | Reduce -71.9% | 1,573 | $451K |
| Imprint Wealth LLC | 0.11% | New | 1,573 | $451K |
| Maryland Capital Advisors Inc. | 0.28% | No change | 1,570 | $450K |
| Lwmg, LLC | 0.10% | No change | 1,562 | $448K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.1% | 1,547 | $443K |
| Bey-Douglas LLC | 0.42% | New | 1,539 | $441K |
| Simmons Bank | 0.03% | No change | 1,525 | $437K |
| Roundview Capital LLC | 0.04% | No change | 1,518 | $435K |
| Matthew Goff Investment Advisor, LLC | 0.09% | No change | 1,518 | $435K |
| Rothschild Wealth LLC | 0.15% | — | 1,515 | $434K |
| Financial Freedom, LLC | 0.25% | Add +82.5% | 1,500 | $430K |
| Cozad Asset Management Inc. | 0.04% | No change | 1,498 | $429K |
| Florida Financial Advisors, LLC | 0.31% | New | 1,488 | $427K |
| Fortis Capital Advisors, LLC | 0.18% | Add +3.5% | 1,483 | $425K |
| Avestar Capital, LLC | 0.05% | No change | 1,470 | $421K |
| Canvas Wealth Advisors, LLC | 0.14% | Add +0.3% | 1,501 | $415K |
| PFG Advisors | 0.03% | Add +34.7% | 1,435 | $411K |
| OxenFree Capital LLC | 0.38% | Reduce -0.1% | 1,434 | $411K |
| National Wealth Management Group, LLC | 0.32% | Reduce -0.3% | 1,413 | $405K |
| Advisory Alpha, LLC | 0.02% | Add +4.7% | 1,405 | $403K |
| Keb Asset Management, LLC | 0.14% | No change | 1,398 | $401K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -3.5% | 1,397 | $400K |
| Cape Investment Advisory, Inc. | 0.19% | Add +265.3% | 1,388 | $398K |
| SOA Wealth Advisors, LLC. | 0.08% | Add +12.5% | 1,380 | $396K |
| Dana Investment Advisors, Inc. | 0.01% | Add +57.5% | 1,372 | $393K |
| UMB Bank, n.a. | 0.01% | No change | 1,368 | $392K |
| American Planning Services, Inc. | 0.28% | Reduce -8.2% | 1,364 | $391K |
| Investors Research Corp | 0.09% | Reduce -1.7% | 1,364 | $391K |
| Latitude Advisors, LLC | 0.24% | No change | 1,361 | $390K |
| Pitcairn Co. | 0.02% | No change | 1,343 | $385K |
| Cedar Brook Financial Partners, LLC | 0.07% | Add +0.1% | 1,291 | $370K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 1,284 | $368K |
| Oarsman Capital, Inc. | 0.09% | Reduce -21.9% | 1,275 | $365K |
| HBW Advisory Services LLC | 0.07% | No change | 1,394 | $362K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +30.2% | 1,256 | $360K |
| Jackson Square Capital, LLC | 0.09% | No change | 1,252 | $359K |
| Planning Directions Inc. | 0.25% | Reduce -2.6% | 1,248 | $358K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +0.4% | 1,246 | $357K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 1,245 | $357K |
| First Affirmative Financial Network | 0.26% | No change | 1,243 | $356K |
| MWA Asset Management | 0.26% | Add +23.9% | 1,241 | $356K |
| Sfm, LLC | 0.27% | No change | 1,237 | $355K |
| Channel Wealth LLC | 0.14% | Reduce -7.3% | 1,222 | $350K |
| &partners | 0.05% | No change | 1,215 | $348K |
| Retirement Income Solutions, Inc. | 0.08% | Add +23.0% | 1,205 | $345K |
| Aptus Capital Advisors, LLC | 0.01% | Add +172.0% | 1,205 | $345K |
| Heritage Investment Group, Inc. | 0.05% | No change | 1,195 | $342K |
| Hazlett, Burt & Watson, Inc. | 0.20% | Add +9.6% | 1,189 | $341K |
| Pettyjohn, Wood & White, Inc. | 0.07% | No change | 1,187 | $340K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -8.5% | 1,186 | $340K |
| Cibc World Market Inc. | 0.00% | Add +8.8% | 1,183 | $339K |
| Hubbell Strickland Wealth Management, LLC | 0.17% | Add +0.1% | 1,181 | $339K |
| New England Private Wealth Advisors LLC | 0.06% | Add +0.3% | 1,174 | $336K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -8.5% | 1,172 | $336K |
| Marathon Mission, Inc. | 0.26% | No change | 1,168 | $335K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -4.4% | 1,166 | $334K |
| Peterson Financial Group, Inc. | 2.18% | Reduce -3.1% | 1,164 | $334K |
| Sterling Investment Counsel, LLC | 0.15% | Reduce -4.1% | 1,156 | $331K |
| Buska Wealth Management, LLC | 0.15% | — | 1,155 | $331K |
| MSH Capital Advisors LLC | 0.12% | No change | 1,152 | $330K |
| Birch Hill Investment Advisors LLC | 0.02% | No change | 1,151 | $330K |
| Guidance Capital, Inc. | 0.12% | Reduce -3.6% | 1,181 | $330K |
| Citadel Advisors | 0.00% | Reduce -92.8% | 1,148 | $329K |
| Proficio Capital Partners LLC | 0.04% | Add +23.8% | 1,145 | $328K |
| GPS Wealth Strategies Group, LLC | 0.05% | Add +5.1% | 1,140 | $327K |
| Cary Street Partners Asset Management LLC | 0.05% | No change | 1,126 | $323K |
| Traphagen Investment Advisors LLC | 0.03% | Add +0.1% | 1,122 | $322K |
| Ascent Group, LLC | 0.03% | Add +0.8% | 1,115 | $320K |
| UNIVEST FINANCIAL Corp | 0.09% | Reduce -14.3% | 1,114 | $319K |
| Castle Rock Wealth Management, LLC | 0.09% | Add +0.1% | 1,165 | $318K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.08% | Reduce -32.1% | 1,095 | $314K |
| Waldron Private Wealth LLC | 0.01% | No change | 1,094 | $314K |
| Cyndeo Wealth Partners, LLC | 0.03% | New | 1,091 | $313K |
| AFS Financial Group, LLC | 1.31% | Reduce -69.7% | 1,083 | $310K |
| Perennial Investment Advisors, LLC | 0.05% | Add +0.1% | 1,076 | $308K |
| Fulton Breakefield Broenniman LLC | 0.02% | New | 1,061 | $304K |
| Shepherd Financial Partners LLC | 0.04% | No change | 1,059 | $304K |
| Wealth Group Ltd | 0.09% | Add +4.1% | 1,041 | $297K |
| Howe & Rusling Inc. | 0.03% | No change | 1,029 | $295K |
| Patten Group, Inc. | 0.07% | Add +6.7% | 1,024 | $293K |
| Monument Group Wealth Advisors, LLC | 0.22% | Add +0.1% | 1,016 | $291K |
| Oppenheimer & Co. Inc. | 0.00% | Add +13.7% | 1,015 | $291K |
| 49 Wealth Management, LLC | 0.06% | Reduce -16.1% | 1,003 | $287K |
| Lauterbach Financial Advisors, LLC | 0.19% | Add +0.1% | 1,003 | $287K |
| Trevian Wealth Management LLC | 0.20% | Add +9.3% | 1,001 | $287K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +0.1% | 1,001 | $287K |
| St Germain D J Co. Inc. | 0.01% | No change | 995 | $285K |
| Commerce Bank | 0.00% | No change | 994 | $285K |
| Zacks Investment Management | 0.00% | Add +8.9% | 983 | $282K |
| Vertex Planning Partners, LLC | 0.08% | No change | 980 | $281K |
| BCS Wealth Management | 0.09% | No change | 978 | $280K |
| GSG Advisors LLC | 0.10% | Add +0.1% | 981 | $280K |
| Sandy Spring Bank | 0.01% | Add +174.7% | 975 | $279K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 972 | $279K |
| Aspen Wealth Management LLC | 0.11% | Reduce -11.9% | 972 | $279K |
| TCP Asset Management, LLC | 0.07% | No change | 970 | $278K |
| Anchor Investment Management, LLC | 0.03% | Reduce -1.0% | 968 | $277K |
| Davidson Trust Co. | 0.16% | No change | 960 | $275K |
| Davidson Investment Advisors | 0.01% | No change | 960 | $275K |
| Mitchell Capital Management Co. | 0.05% | No change | 957 | $274K |
| Marcum Wealth, LLC | 0.03% | No change | 935 | $268K |
| Aprio Wealth Management, LLC | 0.05% | New | 933 | $267K |
| Evergreen Capital Management LLC | 0.01% | New | 921 | $264K |
| Manchester Financial Inc. | 0.07% | Reduce -23.2% | 910 | $261K |
| Morton Capital Management LLC | 0.07% | New | 908 | $260K |
| First Financial Bankshares Inc | 0.01% | No change | 905 | $259K |
| Northeast Financial Consultants Inc | 0.01% | New | 904 | $259K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.2% | 894 | $256K |
| Capital Asset Advisory Services LLC | 0.01% | Add +0.1% | 895 | $255K |
| 180 Wealth Advisors, LLC | 0.05% | No change | 884 | $253K |
| CPC Advisors, LLC | 0.04% | No change | 883 | $253K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 880 | $252K |
| Drake & Associates, LLC | 0.09% | Reduce -11.0% | 877 | $251K |
| Retirement Guys Formula LLC | 0.12% | New | 868 | $249K |
| DAVENPORT & Co LLC | 0.00% | New | 864 | $248K |
| Rf&l Wealth Management, LLC | 0.19% | No change | 855 | $245K |
| Concorde Asset Management, LLC | 0.17% | Reduce -31.0% | 846 | $242K |
| Sollinda Capital Management LLC | 0.08% | Reduce -3.2% | 846 | $242K |
| Realta Investment Advisors | 0.05% | Reduce -4.4% | 845 | $242K |
| Sicart Associates LLC | 0.09% | New | 841 | $241K |
| MV Capital Management, Inc. | 0.03% | No change | 835 | $239K |
| Financial Alternatives, Inc | 0.18% | No change | 832 | $239K |
| AMG National Trust Bank | 0.01% | No change | 830 | $238K |
| Total Investment Management Inc. | 0.03% | Add +0.1% | 827 | $237K |
| Waverly Advisors, LLC | 0.01% | New | 818 | $234K |
| Sunburst Financial Group, LLC | 0.07% | Reduce -15.5% | 816 | $234K |
| Peachtree Investment Partners, LLC | 0.09% | Reduce -0.1% | 814 | $233K |
| Mayfair Advisory Group, LLC | 0.17% | Add +0.4% | 811 | $233K |
| FSA Advisors, Inc. | 0.25% | New | 811 | $232K |
| Park Avenue Securities LLC | 0.00% | Reduce -9.3% | 807 | $231K |
| Provident Wealth Management, LLC | 0.09% | No change | 804 | $230K |
| WMG Financial Advisors, LLC | 0.13% | Reduce -2.0% | 798 | $229K |
| Mission Wealth Management, LP | 0.01% | Add +1.9% | 798 | $229K |
| City State Bank | 0.10% | New | 790 | $226K |
| HBK Sorce Advisory LLC | 0.01% | New | 788 | $226K |
| World Investment Advisors | 0.03% | Reduce -43.4% | 784 | $225K |
| Ritholtz Wealth Management | 0.01% | No change | 772 | $221K |
| Principal Securities, Inc. | 0.01% | Add +0.7% | 772 | $221K |
| XML Financial, LLC | 0.02% | New | 769 | $221K |
| Allianz SE | 0.01% | — | 767 | $220K |
| Visionary Wealth Advisors | 0.01% | New | 762 | $218K |
| Kaydan Wealth Management, Inc. | 0.07% | New | 758 | $217K |
| CGN Advisors LLC | 0.03% | New | 755 | $216K |
| Glenview Trust Co | 0.00% | New | 748 | $214K |
| Wedmont Private Capital | 0.02% | Reduce -18.6% | 746 | $213K |
| Apexium Financial, LP | 0.02% | New | 741 | $212K |
| Fielder Capital Group LLC | 0.09% | New | 731 | $210K |
| Diversified Trust Co. | 0.01% | New | 730 | $209K |
| Triton Financial Group Inc | 0.15% | Reduce -11.6% | 726 | $208K |
| Personal Cfo Solutions, LLC | 0.03% | New | 721 | $207K |
| Carmel Capital Partners, LLC | 0.09% | New | 717 | $205K |
| One Wealth Management Investment & Advisory Services, LLC | 0.08% | Reduce -45.9% | 715 | $205K |
| Aspiriant, LLC | 0.01% | New | 714 | $205K |
| Geneos Wealth Management Inc. | 0.01% | Add +13.2% | 714 | $205K |
| Ridgewood Investments LLC | 0.11% | Reduce -11.2% | 713 | $204K |
| Rice Partnership, LLC | 0.05% | Reduce -22.9% | 705 | $202K |
| Jacobi Capital Management LLC | 0.02% | New | 700 | $201K |
| Indiana Trust & Investment Management Co | 0.08% | No change | 680 | $195K |
| HM Payson & Co. | 0.00% | No change | 646 | $185K |
| AdvisorNet Financial, Inc | 0.02% | Add +453.9% | 637 | $182K |
| RFP Financial Group LLC | 0.07% | New | 634 | $182K |
| Palisade Asset Management, LLC | 0.02% | New | 621 | $178K |
| Smithfield Trust Co | 0.01% | No change | 592 | $170K |
| Headlands Technologies LLC | 0.04% | New | 577 | $165K |
| Cassady Schiller Wealth Management, LLC | 0.07% | No change | 571 | $164K |
| Fifth Third Bancorp | 0.00% | Reduce -0.3% | 569 | $163K |
| Blue Trust, Inc. | 0.00% | Add +214.1% | 556 | $159K |
| Concord Wealth Partners | 0.03% | Reduce -9.4% | 537 | $154K |
| National Bank of Canada | 0.00% | Reduce -3.7% | 523 | $149K |
| Financial Gravity Asset Management, Inc. | 0.04% | Reduce -93.2% | 573 | $149K |
| Farther Finance Advisors, LLC | 0.01% | Add +8.6% | 482 | $138K |
| S.A. Mason LLC | 0.08% | Add +7.9% | 480 | $138K |
| Hexagon Capital Partners LLC | 0.03% | No change | 478 | $137K |
| Barclays PLC | 0.00% | No change | 477 | $137K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 429 | $123K |
| Gradient Investments LLC | 0.00% | Reduce -7.4% | 423 | $121K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 400 | $115K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 385 | $110K |
| Citigroup Inc. | 0.00% | Add +123.4% | 382 | $110K |
| Highline Wealth Partners LLC | 0.04% | No change | 375 | $107K |
| IFP Advisors, Inc | 0.00% | Add +16.6% | 352 | $101K |
| Emfo, LLC | 0.09% | Add +1490.9% | 350 | $100K |
| Park Place Capital Corp | 0.04% | No change | 350 | $100K |
| Parallel Advisors, LLC | 0.00% | No change | 318 | $91K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -14.6% | 317 | $91K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +31.8% | 315 | $90K |
| Optimum Investment Advisors | 0.04% | No change | 300 | $86K |
| Evermay Wealth Management LLC | 0.01% | No change | 300 | $86K |
| Aspire Private Capital, LLC | 0.02% | No change | 294 | $84K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 288 | $83K |
| Addison Advisors LLC | 0.03% | No change | 283 | $81K |
| SouthState Bank Corp | 0.01% | No change | 280 | $80K |
| Field & Main Bank | 0.03% | No change | 275 | $79K |
| Bogart Wealth, LLC | 0.00% | No change | 265 | $76K |
| Kiely Wealth Advisory Group, Inc. | 0.04% | No change | 267 | $74K |
| Chesapeake Asset Management LLC | 0.07% | No change | 250 | $72K |
| Trust Co. of Vermont | 0.00% | Add +64.0% | 246 | $71K |
| Private Trust Co. NA | 0.01% | Add +35.0% | 243 | $70K |
| Activest Wealth Management | 0.03% | Add +0.4% | 241 | $69K |
| Dunhill Financial, LLC | 0.04% | No change | 208 | $60K |
| Aspire Wealth Management Corp | 0.03% | No change | 201 | $58K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 200 | $57K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | No change | 200 | $57K |
| Citizens National Bank Trust Department | 0.01% | No change | 200 | $57K |
| Larson Financial Group LLC | 0.00% | No change | 199 | $57K |
| McIlrath & Eck, LLC | 0.01% | Add +144.9% | 169 | $48K |
| Winch Advisory Services, LLC | 0.01% | No change | 166 | $48K |
| Valley National Advisers Inc. | 0.01% | No change | 164 | $47K |
| Glassman Wealth Services | 0.01% | Reduce -18.9% | 159 | $46K |
| Pineridge Advisors LLC | 0.02% | Add +115.7% | 151 | $43K |
| Sound Income Strategies, LLC | 0.00% | No change | 149 | $43K |
| New England Capital Financial Advisors LLC | 0.02% | Add +68.2% | 148 | $42K |
| Parkside Financial Bank & Trust | 0.01% | Add +276.9% | 147 | $42K |
| Bangor Savings Bank | 0.00% | No change | 140 | $40K |
| Sawyer & Company, Inc | 0.02% | No change | 133 | $38K |
| Archer Investment Corp | 0.01% | No change | 123 | $35K |
| Pittenger & Anderson Inc. | 0.00% | No change | 120 | $34K |
| Abound Wealth Management | 0.01% | New | 113 | $32K |
| AllSquare Wealth Management LLC | 0.02% | Add +38.8% | 111 | $32K |
| Criterion Capital Advisors, LLC | 0.02% | Reduce -24.3% | 109 | $31K |
| Vima LLC | 0.04% | New | 150 | $31K |
| Global Wealth Strategies & Associates | 0.01% | New | 105 | $30K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 100 | $29K |
| Rothschild Investment LLC | 0.00% | No change | 100 | $29K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +1.0% | 100 | $29K |
| Clearstead Advisors, LLC | 0.00% | No change | 97 | $28K |
| Key Financial Inc | 0.01% | No change | 91 | $26K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 85 | $24K |
| PFG Private Wealth Management, LLC | 0.01% | Add +51.9% | 79 | $23K |
| Gables Capital Management Inc. | 0.01% | New | 79 | $23K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -85.1% | 77 | $22K |
| Ancora Advisors LLC | 0.00% | Add +76.7% | 76 | $22K |
| NBT Bank, N.A. | 0.00% | No change | 75 | $21K |
| Founders Financial Alliance, LLC | 0.01% | Add +29.8% | 74 | $21K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 70 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 65 | $19K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 61 | $17K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 60 | $17K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 57 | $16K |
| New Republic Capital, LLC | 0.01% | No change | 56 | $16K |
| Global Financial Private Client, LLC | 0.01% | No change | 52 | $15K |
| Quadrant Capital Group LLC | 0.00% | No change | 51 | $15K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | New | 50 | $14K |
| Monetary Management Group Inc. | 0.00% | No change | 50 | $14K |
| Jones Financial Companies LLLP | 0.00% | New | 49 | $14K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 48 | $14K |
| Bfsg, LLC | 0.00% | No change | 46 | $13K |
| Sittner & Nelson, LLC | 0.01% | New | 45 | $13K |
| Your Advocates Ltd., LLP | 0.01% | No change | 45 | $13K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 42 | $12K |
| Signaturefd, LLC | 0.00% | Add +173.3% | 41 | $12K |
| Rogco, LP | 0.00% | No change | 38 | $11K |
| NFSG Corp | 0.00% | Reduce -34.0% | 31 | $9K |
| Tyler-Stone Wealth Management | 0.00% | No change | 25 | $7K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -37.5% | 25 | $7K |
| VitalStone Financial, LLC | 0.01% | No change | 26 | $7K |
| North Star Investment Management Corp. | 0.00% | New | 21 | $6K |
| REAP Financial Group, LLC | 0.00% | No change | 21 | $6K |
| Benjamin Edwards Inc. | 0.00% | New | 22 | $6K |
| Impact Partnership Wealth, LLC | 0.00% | No change | 19 | $5K |
| Central Pacific Bank - Trust Division | 0.00% | — | 19 | $5K |
| BNP Paribas Financial Markets | 0.00% | New | 16 | $5K |
| Crewe Advisors LLC | 0.00% | No change | 13 | $4K |
| TruNorth Capital Management, LLC | 0.00% | — | 3 | $860 |
| Cornerstone Planning Group LLC | 0.00% | Add +33.3% | 4 | $849 |
| FWL Investment Management, LLC | 0.00% | No change | 1 | $287 |
| Tucker Asset Management LLC | 0.00% | No change | 1 | $287 |
| Rakuten Securities, Inc. | 0.00% | Reduce -98.0% | 1 | $287 |
"% of holder's portfolio" is MGK's weight in each manager's 13F, not the share of Vngrd Mrgstr MG CP GR ETF-Ui the manager owns.