Vngrd Mrgstr MG CP GR ETF-UiMGKETF
13F holders, Q2 2024 (June 30)736holders +29
66new positions
47sold out
3famous investors
$312.96avg. 13F price*
At the end of Q2 2024, 736 institutions reported holding Vngrd Mrgstr MG CP GR ETF-Ui (MGK) in their 13F filings, up 29 from Q1 2024. 66 opened new positions and 47 sold out. The largest holders were Assetmark, Inc. ($2.3B), Cassaday & Co Wealth Management LLC ($1.1B) and Morgan Stanley ($609.0M). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vngrd Mrgstr MG CP GR ETF-Ui
- Filed as
- VANGUARD WORLD FD (Q2 2024)
- CUSIP
- 921910816
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $51.0M |
| Exits | 47 | $202.1M |
All 13F filers, Q1 2024 → Q2 2024: 2,793,859 shares bought and 1,495,030 shares sold, net +1,298,829 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 736 holders
| Assetmark, Inc. | 6.98% | Add +4.4% | 7,181,363 | $2.3B |
| Cassaday & Co Wealth Management LLC | 34.58% | Reduce -0.1% | 3,499,383 | $1.1B |
| Morgan Stanley | 0.05% | Add +10.5% | 1,938,330 | $609.0M |
| Bank of America Corp. | 0.05% | Add +3.0% | 1,811,054 | $569.1M |
| LPL Financial LLC | 0.15% | Add +7.7% | 960,362 | $301.8M |
| Lincoln National Corp. | 9.67% | Reduce -1.7% | 910,410 | $286.1M |
| Wells Fargo & Company | 0.07% | Add +1.8% | 904,093 | $284.1M |
| Angeles Investment Advisors, LLC | 14.20% | Add +105.4% | 887,190 | $278.8M |
| UBS Group AG | 0.08% | Add +1.7% | 842,001 | $264.6M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -8.3% | 759,035 | $238.5M |
| Ameriprise Financial Inc. | 0.05% | Add +8.9% | 577,166 | $181.4M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -12.1% | 563,439 | $177.0M |
| Angeles Wealth Management, LLC | 13.39% | Add +8.1% | 454,071 | $142.7M |
| Royal Bank of Canada | 0.03% | Reduce -6.0% | 396,747 | $124.7M |
| Comerica Bank | 0.47% | Add +325.4% | 359,241 | $112.9M |
| Cerity Partners LLC | 0.30% | Add +4.8% | 357,141 | $112.2M |
| Portfolio Strategies, Inc. | 13.47% | Reduce -1.0% | 314,650 | $98.8M |
| Osaic Holdings, Inc. | 0.22% | Reduce -15.7% | 297,492 | $93.5M |
| Prime Capital Investment Advisors, LLC | 1.38% | Add +4572.4% | 295,760 | $92.9M |
| Commonwealth Equity Services, LLC | 0.13% | Add +2.5% | 264,348 | $83.1M |
| Facet Wealth, Inc. | 2.55% | Add +11.7% | 276,964 | $82.9M |
| HighTower Advisors, LLC | 0.13% | Reduce -2.7% | 260,087 | $81.7M |
| Means Investment Co., Inc. | 9.55% | Add +3.8% | 254,161 | $79.9M |
| Petredis Investment Advisors LLC | 8.32% | Add +12.9% | 236,523 | $74.3M |
| Rockefeller Capital Management L.P. | 0.21% | Add +13.4% | 233,696 | $73.4M |
| Merit Financial Group, LLC | 1.47% | Add +8.6% | 212,090 | $66.6M |
| Captrust Financial Advisors | 0.19% | Reduce -1.3% | 186,249 | $58.5M |
| MML Investors Services, LLC | 0.23% | Add +0.8% | 185,004 | $58.1M |
| Stifel Financial Corp. | 0.06% | Add +3.8% | 178,417 | $56.1M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +2.9% | 170,697 | $53.6M |
| Gratus Wealth Advisors, LLC | 9.15% | Add +1.9% | 170,666 | $53.1M |
| Hengehold Capital Management LLC | 5.40% | Reduce -0.6% | 165,124 | $51.9M |
| Falcon Wealth Planning | 6.33% | Add +40.6% | 155,096 | $48.7M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +2.3% | 143,696 | $45.2M |
| Creative Planning | 0.05% | Add +3.1% | 142,779 | $44.9M |
| Black Diamond Financial, LLC | 8.47% | Add +2.9% | 139,636 | $43.9M |
| Leelyn Smith, LLC | 8.35% | Add +1.1% | 137,559 | $43.2M |
| Cetera Investment Advisers | 0.10% | Add +8.7% | 135,529 | $42.6M |
| CX Institutional | 1.93% | Add +18.5% | 130,977 | $41.2M |
| Strategic Investment Advisors / MI | 4.96% | Add +3.6% | 129,562 | $40.7M |
| Janney Montgomery Scott LLC | 0.12% | Add +0.3% | 126,125 | $39.6M |
| Beacon Capital Management, LLC | 7.13% | Add +19.5% | 123,200 | $38.7M |
| Bernardo Wealth Planning LLC | 10.39% | Reduce -3.4% | 122,907 | $38.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +4.0% | 118,073 | $37.1M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -7.4% | 117,703 | $37.0M |
| Leavell Investment Management, Inc. | 1.90% | Add +3.7% | 109,332 | $34.4M |
| Piedmont Capital Management, LLC | 22.86% | No change | 117,844 | $33.7M |
| Mariner, LLC | 0.06% | Add +5.2% | 105,848 | $33.3M |
| Blue Edge Capital, LLC | 5.47% | Add +3.8% | 105,152 | $33.0M |
| FC Advisory LLC | 11.97% | Reduce -3.2% | 103,865 | $32.6M |
| Mfa Wealth Advisors, LLC | 6.97% | Reduce -0.7% | 101,364 | $31.8M |
| American Trust | 2.60% | Reduce -24.3% | 100,927 | $31.7M |
| One Capital Management, LLC | 1.07% | Reduce -37.4% | 100,063 | $31.4M |
| Beacon Pointe Advisors, LLC | 0.37% | Reduce -3.0% | 99,742 | $31.3M |
| Raymond James & Associates | 0.02% | Add +7.1% | 94,777 | $29.8M |
| BHK Investment Advisors, LLC | 11.59% | Reduce -6.1% | 93,964 | $29.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +4.7% | 91,807 | $28.8M |
| Erickson Financial Group, LLC | 21.64% | Reduce -0.8% | 90,326 | $28.4M |
| DT Investment Partners, LLC | 2.37% | Add +1.3% | 85,141 | $26.8M |
| Mather Group, Llc. | 0.32% | Add +3121.4% | 89,909 | $25.8M |
| Avior Wealth Management, LLC | 1.03% | Reduce -1.5% | 76,598 | $24.1M |
| Foundations Investment Advisors, LLC | 0.58% | Add +11.1% | 76,495 | $24.0M |
| Truist Financial Corp. | 0.04% | Reduce -3.5% | 74,385 | $23.4M |
| Greytown Advisors Inc. | 13.43% | Reduce -3.3% | 72,755 | $22.9M |
| Redhawk Wealth Advisors, Inc. | 3.38% | Add +6934.4% | 70,414 | $22.1M |
| D.A. Davidson & Co. | 0.19% | Add +11.7% | 67,799 | $21.3M |
| Northern Trust Corp. | 0.00% | Reduce -2.2% | 67,191 | $21.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.0% | 66,819 | $21.0M |
| HB Wealth Management, LLC | 0.24% | Add +0.0% | 65,482 | $20.6M |
| Zeit Capital LLC | 16.45% | Reduce -2.0% | 64,458 | $20.3M |
| Alps Advisors Inc. | 0.14% | Add +52.0% | 64,280 | $20.2M |
| Copperwynd Financial, LLC | 6.52% | Add +8.2% | 65,044 | $20.0M |
| Kestra Advisory Services, LLC | 0.11% | Reduce -9.4% | 62,632 | $19.4M |
| GeoWealth Management, LLC | 0.81% | Add +59.3% | 59,515 | $18.7M |
| Salem Investment Counselors Inc. | 0.58% | Add +5.7% | 57,363 | $18.0M |
| Penserra Capital Management LLC | 0.23% | Reduce -16.1% | 56,876 | $17.9M |
| Prudential Financial Inc. | 0.03% | Add +54.2% | 55,628 | $17.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Add +52.6% | 55,100 | $17.5M |
| Ieq Capital, LLC | 0.23% | Reduce -0.7% | 54,166 | $17.0M |
| Savant Capital, LLC | 0.17% | Reduce -1.1% | 53,684 | $16.9M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -25.9% | 53,360 | $16.8M |
| Raab & Moskowitz Asset Management LLC | 4.55% | Add +0.1% | 53,248 | $16.7M |
| ETF Portfolio Partners, Inc. | 5.14% | Reduce 0.0% | 52,271 | $16.4M |
| TFB Advisors LLC | 4.77% | Add +1.1% | 46,585 | $14.6M |
| Clarus Wealth Advisors | 7.70% | Add +29.9% | 43,874 | $14.5M |
| US Bancorp \de | 0.02% | Reduce -6.6% | 45,883 | $14.4M |
| POM Investment Strategies, LLC | 11.51% | Add +0.3% | 45,783 | $14.4M |
| ODonnell Financial Services, LLC | 6.38% | Add +20.4% | 45,671 | $14.4M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +3.0% | 45,318 | $14.2M |
| Von Berge Wealth Management Group, LLC | 8.96% | Reduce -1.4% | 44,471 | $14.1M |
| Kestra Private Wealth Services, LLC | 0.28% | Reduce -11.8% | 44,534 | $14.0M |
| Prospera Financial Services Inc | 0.38% | Add +49.7% | 43,628 | $13.7M |
| Fortis Group Advisors, LLC | 2.63% | Reduce -1.7% | 42,200 | $13.3M |
| Focus Partners Wealth | 0.04% | Add +118.1% | 41,096 | $12.9M |
| Wheelhouse Advisory Group LLC | 8.96% | Add +2.5% | 39,777 | $12.7M |
| Schroder Investment Management Group | 0.01% | New | 39,899 | $12.5M |
| Two Sigma Investments, LP | 0.03% | Reduce -17.1% | 39,700 | $12.5M |
| Wealthfront Advisers LLC | 0.04% | Add +36.1% | 39,150 | $12.3M |
| Sanctuary Advisors, LLC | 0.09% | — | 43,510 | $12.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.3% | 38,030 | $11.9M |
| Focused Wealth Management, Inc | 1.71% | Reduce -0.9% | 37,001 | $11.6M |
| Texas Capital Bank Wealth Management Services Inc | 1.20% | Reduce -4.7% | 36,755 | $11.5M |
| Stephens Inc. | 0.18% | Reduce -4.5% | 36,603 | $11.5M |
| Pacific Center for Financial Services | 3.22% | Reduce -1.2% | 36,537 | $11.5M |
| NWF Advisory Services Inc. | 1.80% | Add +7.0% | 36,047 | $11.3M |
| WealthShield Partners, LLC | 1.71% | Add +26.1% | 35,644 | $11.2M |
| Capital Planning LLC | 3.34% | Add +20.1% | 35,465 | $11.2M |
| Concurrent Investment Advisors, LLC | 0.36% | Add +5.6% | 34,815 | $10.9M |
| Cedar Point Capital Partners, LLC | 8.17% | Reduce -2.3% | 34,761 | $10.9M |
| Fernwood Investment Management, LLC | 3.36% | Add +0.4% | 34,414 | $10.8M |
| Atria Wealth Solutions, Inc. | 0.12% | Reduce -4.0% | 33,057 | $10.4M |
| Philadelphia Trust Co. | 0.80% | Reduce -6.7% | 32,835 | $10.3M |
| SOL Capital Management CO | 1.19% | Reduce -0.3% | 31,552 | $9.9M |
| Elevation Capital Advisory, LLC | 4.52% | — | 31,516 | $9.9M |
| Cypress Wealth Services, LLC | 2.12% | Reduce -2.2% | 30,303 | $9.5M |
| Northeast Investment Management | 0.45% | Add +52.2% | 30,207 | $9.5M |
| Cascade Financial Partners, LLC | 1.21% | Add +0.8% | 29,274 | $9.2M |
| Center For Asset Management LLC | 5.98% | Add +3.1% | 28,787 | $9.0M |
| Kingsview Wealth Management, LLC | 0.21% | Add +0.0% | 28,684 | $9.0M |
| Valicenti Advisory Services Inc. | 2.42% | Reduce -3.4% | 28,681 | $9.0M |
| Blair William & Co. | 0.03% | Reduce -3.1% | 28,546 | $9.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.26% | Add +5.2% | 27,682 | $8.7M |
| Clifford Group, LLC | 6.92% | Add +98.6% | 27,279 | $8.6M |
| AE Wealth Management LLC | 0.08% | Reduce -32.0% | 26,922 | $8.5M |
| Choreo, LLC | 0.14% | Add +33.4% | 26,539 | $8.4M |
| WNY Asset Management, LLC | 1.10% | Add +9.0% | 26,501 | $8.3M |
| Apollon Financial, LLC | 2.65% | Add +1.0% | 26,113 | $8.2M |
| Resolute Advisors LLC | 2.03% | No change | 24,987 | $7.9M |
| Royal Fund Management, LLC | 1.04% | Reduce -72.0% | 24,377 | $7.7M |
| Stratos Investment Management, LLC | 0.63% | Reduce -4.0% | 24,213 | $7.6M |
| Private Advisor Group, LLC | 0.05% | Add +4.7% | 23,521 | $7.4M |
| Gladstone Institutional Advisory LLC | 0.38% | Reduce -46.2% | 23,277 | $7.3M |
| Fingerlakes Wealth Management, Inc. | 6.54% | Add +14.4% | 23,187 | $7.3M |
| Capstone Wealth Management Group, LLC | 4.76% | Reduce -1.1% | 23,177 | $7.3M |
| Centaurus Financial, Inc. | 0.48% | Reduce -25.4% | 22,857 | $7.2M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +38.8% | 22,602 | $7.1M |
| Accredited Investors Inc. | 0.44% | Reduce -2.4% | 22,226 | $7.0M |
| Susquehanna International Group, LLP | 0.01% | New | 21,639 | $6.8M |
| FMR LLC | 0.00% | Add +11.4% | 21,257 | $6.7M |
| Checchi Capital Advisers, LLC | 0.53% | Reduce -26.3% | 21,113 | $6.6M |
| Stratos Wealth Partners, LTD. | 0.11% | Reduce -10.2% | 20,736 | $6.5M |
| 9258 Wealth Management, LLC | 0.98% | Add +0.1% | 20,351 | $6.4M |
| Avidian Wealth Enterprises, LLC | 0.31% | Reduce -3.8% | 20,250 | $6.4M |
| NewEdge Advisors, LLC | 0.04% | Reduce -3.2% | 19,654 | $6.2M |
| Wells Financial Advisors INC | 4.01% | Add +0.2% | 19,398 | $6.1M |
| Ameritas Advisory Services, LLC | 0.23% | Add +23.0% | 19,300 | $6.1M |
| Silver Oak Securities, Incorporated | 0.89% | Add +41.7% | 18,981 | $6.0M |
| Joel Isaacson & Co., LLC | 0.31% | Add +0.2% | 18,539 | $5.8M |
| Independent Financial Group, LLC | 0.23% | Reduce -1.1% | 18,437 | $5.8M |
| Randall & Associates Wealth Management | 5.14% | Add +1.3% | 18,158 | $5.7M |
| American Financial & Tax Strategies Inc. | 3.01% | Reduce -3.1% | 18,146 | $5.7M |
| Sharkey, Howes & Javer | 0.92% | Reduce -0.2% | 18,120 | $5.7M |
| Avantax Advisory Services, Inc. | 0.04% | Add +47.8% | 17,757 | $5.6M |
| Harbour Investments, Inc. | 0.18% | Add +1.7% | 17,449 | $5.5M |
| RFP Financial Group LLC | 2.01% | Add +2614.8% | 17,212 | $5.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.1% | 16,832 | $5.3M |
| Ifrah Financial Services, Inc. | 1.45% | Reduce -7.2% | 16,284 | $5.1M |
| Litman Gregory Wealth Management LLC | 0.45% | Reduce -5.8% | 16,230 | $5.1M |
| Fischer Investment Strategies, LLC | 4.89% | Reduce -0.4% | 15,947 | $5.0M |
| Apriem Advisors | 0.61% | Add +45.5% | 15,944 | $5.0M |
| Mathes Company, Inc. | 1.82% | No change | 15,790 | $5.0M |
| EverSource Wealth Advisors, LLC | 0.32% | Reduce -6.4% | 15,680 | $4.8M |
| J.W. Cole Advisors, Inc. | 0.22% | Add +6.6% | 15,202 | $4.8M |
| Ethos Financial Group, LLC | 0.84% | Reduce -2.2% | 15,116 | $4.8M |
| Breakwater Investment Management | 2.02% | Reduce -1.9% | 14,381 | $4.5M |
| Howard Capital Management, LLC | 0.43% | Add +5.9% | 13,846 | $4.4M |
| Moneta Group Investment Advisors LLC | 0.07% | Reduce -33.9% | 13,316 | $4.2M |
| Strategic Financial Partners, Ltd. | 2.30% | Reduce -1.3% | 13,307 | $4.2M |
| Quantum Capital Management, LLC / NJ | 0.47% | Reduce -1.6% | 13,227 | $4.2M |
| Financial Advocates Investment Management | 0.25% | Add +7.6% | 13,001 | $4.1M |
| Synovus Financial Corp. | 0.05% | Reduce -39.7% | 12,968 | $4.1M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Add +18.8% | 12,922 | $4.1M |
| Alpha Cubed Investments, LLC | 0.19% | Add +0.1% | 12,894 | $4.1M |
| Zhang Financial LLC | 0.28% | Add +2.5% | 12,866 | $4.0M |
| FSC Wealth Advisors, LLC | 2.89% | Add +0.7% | 12,462 | $3.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.0% | 12,398 | $3.9M |
| MAI Capital Management | 0.04% | Reduce -5.1% | 12,159 | $3.8M |
| RFG Advisory, LLC | 0.12% | Add +51.4% | 12,121 | $3.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.41% | Add +1.8% | 11,917 | $3.7M |
| First Horizon Advisors, Inc. | 0.11% | Add +4.7% | 11,901 | $3.7M |
| Global Retirement Partners, LLC | 0.12% | Reduce -2.0% | 11,695 | $3.7M |
| Flagship Private Wealth, LLC | 2.17% | Add +1.3% | 11,666 | $3.7M |
| Retirement Capital Strategies | 1.45% | New | 11,542 | $3.6M |
| Horizon Investment Services, LLC | 1.71% | Reduce -0.0% | 11,534 | $3.6M |
| Win Advisors, Inc. | 1.57% | New | 11,213 | $3.5M |
| Forum Private Client Group LLC | 1.67% | Reduce -1.9% | 11,204 | $3.5M |
| Hilltop Wealth Advisors, LLC | 1.70% | Reduce -0.9% | 10,793 | $3.4M |
| Encompass Wealth Advisors, LLC | 0.90% | Add +0.6% | 10,700 | $3.4M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +13.2% | 10,594 | $3.3M |
| United Capital Financial Advisors, LLC | 0.03% | Add +5.3% | 10,531 | $3.3M |
| Brookstone Capital Management | 0.05% | Add +25.7% | 10,344 | $3.3M |
| Richard P Slaughter Associates Inc | 0.77% | Add +2.7% | 10,369 | $3.3M |
| Jackson Wealth Management, LLC | 0.69% | Reduce -41.3% | 10,268 | $3.2M |
| Consolidated Portfolio Review Corp | 0.75% | Add +8.8% | 10,225 | $3.2M |
| Belvedere Trading LLC | 0.17% | Add +76.2% | 10,189 | $3.2M |
| Fisher Asset Management | 0.00% | Add +20.1% | 10,034 | $3.2M |
| Silicon Valley Capital Partners | 0.43% | Reduce -2.5% | 9,920 | $3.1M |
| GLOBALT Investments LLC / GA | 0.12% | Reduce -35.4% | 9,815 | $3.1M |
| Main Street Financial Solutions, LLC | 0.29% | Reduce -11.3% | 9,751 | $3.1M |
| Ballentine Partners, LLC | 0.06% | Reduce -2.9% | 9,668 | $3.0M |
| Clarity Financial LLC | 0.45% | Add +0.7% | 9,545 | $3.0M |
| Renaissance Technologies | 0.01% | Add +37.7% | 9,500 | $3.0M |
| Vanguard Group Inc. | 0.00% | Add +17.2% | 9,382 | $2.9M |
| 1900 Wealth Management LLC | 0.27% | Reduce -0.2% | 9,286 | $2.9M |
| Kovack Advisors, Inc. | 0.31% | Reduce -19.6% | 9,029 | $2.8M |
| Sheridan Capital Management, LLC | 2.10% | Add +0.3% | 8,925 | $2.8M |
| Accretive Wealth Partners, LLC | 1.18% | No change | 9,000 | $2.8M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +36.8% | 8,837 | $2.8M |
| Breakwater Capital Group | 0.61% | Add +2.0% | 8,610 | $2.7M |
| Spirepoint Private Client, LLC | 0.38% | Add +5.3% | 8,562 | $2.7M |
| Advisor OS, LLC | 0.29% | Add +18.5% | 8,495 | $2.7M |
| Bright Futures Wealth Management, LLC. | 1.44% | Add +0.1% | 8,953 | $2.6M |
| BluePointe Capital Management, LLC | 1.76% | Add +1.7% | 8,366 | $2.6M |
| Robertson Stephens Wealth Management, LLC | 0.14% | Reduce -27.8% | 8,226 | $2.6M |
| FRG Family Wealth Advisors LLC | 0.50% | Add +1.0% | 8,938 | $2.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.0% | 8,183 | $2.6M |
| Creative Financial Designs Inc. | 0.23% | Reduce -0.5% | 8,168 | $2.6M |
| Quantum Portfolio Management LLC | 1.45% | Reduce -1.3% | 8,064 | $2.5M |
| Etfidea, LLC | 0.85% | Add +4.3% | 8,018 | $2.5M |
| Synergy Asset Management, LLC | 0.39% | New | 8,012 | $2.5M |
| Americana Partners, LLC | 0.20% | No change | 7,997 | $2.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -6.6% | 7,993 | $2.5M |
| Bank of Hawaii | 0.11% | Add +5.0% | 7,949 | $2.5M |
| Valmark Advisers, Inc. | 0.04% | Reduce -0.5% | 7,855 | $2.5M |
| Atria Investments, Inc | 0.03% | Reduce -7.5% | 7,718 | $2.4M |
| Citizens Financial Group Inc. | 0.05% | New | 7,645 | $2.4M |
| Flow Traders U.S. LLC | 0.12% | Reduce -22.7% | 7,605 | $2.4M |
| Sollinda Capital Management LLC | 0.73% | Add +795.5% | 7,576 | $2.4M |
| Veridan Wealth LLC | 0.95% | — | 6,448 | $2.4M |
| Fortune 45 LLC | 1.70% | Reduce -0.5% | 7,109 | $2.2M |
| CIBC Private Wealth Group LLC | 0.00% | Add +47.8% | 6,791 | $2.2M |
| Mgo One Seven LLC | 0.10% | Reduce -2.6% | 7,007 | $2.2M |
| Regal Investment Advisors LLC | 0.15% | Add +1.9% | 7,001 | $2.2M |
| Raymond James Trust N.A. | 0.05% | Add +87.1% | 6,998 | $2.2M |
| Plancorp, LLC | 0.09% | Reduce -9.8% | 6,960 | $2.2M |
| Sigma Planning Corp | 0.07% | Reduce -4.0% | 6,912 | $2.2M |
| Fifth Third Securities, Inc. | 0.20% | Add +13.3% | 6,810 | $2.1M |
| Hilltop Holdings Inc. | 0.25% | Reduce -47.3% | 6,752 | $2.1M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -4.9% | 6,718 | $2.1M |
| Eagle Strategies LLC | 0.39% | Reduce -27.3% | 6,569 | $2.1M |
| HUB Investment Partners, LLC | 0.10% | Add +23.4% | 6,568 | $2.1M |
| IHT Wealth Management, LLC | 0.08% | Add +3.1% | 6,531 | $2.1M |
| Sovereign Financial Group, Inc. | 0.51% | Reduce -3.6% | 6,480 | $2.0M |
| Bessemer Group Inc. | 0.00% | No change | 6,400 | $2.0M |
| TD Private Client Wealth LLC | 0.06% | Add +5.7% | 6,384 | $2.0M |
| Certuity, LLC | 0.16% | Add +5.0% | 6,374 | $2.0M |
| Pinnacle Bancorp, Inc. | 0.59% | Add +1.2% | 6,346 | $2.0M |
| Cherry Creek Investment Advisors, Inc. | 1.04% | Add +0.3% | 6,321 | $2.0M |
| USAdvisors Wealth Management, LLC | 0.69% | Reduce -33.1% | 6,253 | $2.0M |
| Prosperity Wealth Management, Inc. | 0.95% | Add +26.0% | 6,122 | $1.9M |
| Arete Wealth Advisors, LLC | 0.16% | New | 70,863 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.20% | Reduce -1.6% | 6,059 | $1.9M |
| Old National Bancorp | 0.04% | Add +8.8% | 6,055 | $1.9M |
| Procyon Advisors, LLC | 0.14% | Add +33.5% | 5,993 | $1.9M |
| StoneX Group Inc. | 0.15% | Reduce -0.4% | 5,910 | $1.9M |
| Keybank National Association | 0.01% | Reduce -0.3% | 5,899 | $1.9M |
| Garden State Investment Advisory Services LLC | 0.63% | Reduce -7.0% | 5,771 | $1.8M |
| WealthTrust Asset Management, LLC | 1.32% | Add +190.7% | 5,768 | $1.8M |
| Echo Wealth Management, LLC | 1.35% | No change | 5,696 | $1.8M |
| Balanced Rock Investment Advisors LLC | 1.47% | Add +6.6% | 5,580 | $1.8M |
| LifePlan Financial, LLC | 1.58% | Add +0.2% | 5,446 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +16.6% | 5,281 | $1.7M |
| Oxbow Advisors, LLC | 0.20% | No change | 5,200 | $1.6M |
| Gilliland Jeter Wealth Management LLC | 0.54% | No change | 5,056 | $1.6M |
| Lloyd Advisory Services, LLC. | 0.74% | New | 5,028 | $1.6M |
| Hershey Financial Advisers, LLC | 1.41% | — | 4,992 | $1.6M |
| Good Life Advisors, LLC | 0.13% | Add +18.9% | 4,983 | $1.6M |
| Jaffetilchin Investment Partners, LLC | 0.13% | Add +3.9% | 4,951 | $1.6M |
| Capital Group Private Client Services, Inc. | 0.02% | Reduce -0.7% | 4,922 | $1.5M |
| Bowman & Co S.C. | 0.90% | No change | 4,918 | $1.5M |
| Steel Grove Capital Advisors, LLC | 0.21% | Add +49.7% | 4,881 | $1.5M |
| MidAtlantic Capital Management, Inc. | 1.27% | Add +0.9% | 4,826 | $1.5M |
| Insigneo Advisory Services, LLC | 0.17% | New | 5,293 | $1.5M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -2.0% | 4,764 | $1.5M |
| Equitable Holdings, Inc. | 0.02% | Add +6.1% | 4,745 | $1.5M |
| Wealthspire Advisors, LLC | 0.02% | Add +14.3% | 4,732 | $1.5M |
| Money Concepts Capital Corp. | 0.12% | Reduce -7.6% | 4,701 | $1.5M |
| Knightsbridge Asset Management, LLC | 0.37% | Add +4.5% | 4,688 | $1.5M |
| Gray Wealth Management Inc. | 0.62% | Add +2.6% | 4,576 | $1.4M |
| Csenge Advisory Group | 0.08% | Add +0.9% | 4,574 | $1.4M |
| Carr Financial Group Corp | 0.45% | Reduce -6.0% | 4,523 | $1.4M |
| Clearwater Capital Advisors, LLC | 0.15% | Reduce -0.5% | 4,523 | $1.4M |
| Nicolet Advisory Services, LLC | 0.13% | Reduce -2.1% | 4,228 | $1.4M |
| N.E.W. Advisory Services LLC | 0.15% | Reduce -31.3% | 4,419 | $1.4M |
| Worth Asset Management, LLC | 0.82% | Reduce -18.9% | 4,386 | $1.4M |
| Crescent Grove Advisors, LLC | 0.15% | No change | 4,335 | $1.4M |
| Hollencrest Capital Management | 0.06% | No change | 4,317 | $1.4M |
| Townsquare Capital LLC | 0.02% | Add +103.1% | 4,313 | $1.4M |
| Brown Advisory Inc. | 0.00% | No change | 4,261 | $1.3M |
| Argent Trust Co | 0.06% | No change | 4,239 | $1.3M |
| Willner & Heller, LLC | 1.27% | Add +2.3% | 4,232 | $1.3M |
| Fee-Only Financial Planning, L.C. | 0.89% | No change | 4,200 | $1.3M |
| Wellspring Financial Advisors, LLC | 0.15% | No change | 4,182 | $1.3M |
| Crown Wealth Group, LLC | 0.65% | Reduce -2.1% | 4,158 | $1.3M |
| Estate Counselors, LLC | 0.14% | Reduce -10.3% | 4,085 | $1.3M |
| Continuum Advisory, LLC | 0.18% | Add +6.2% | 3,991 | $1.3M |
| Aveo Capital Partners, LLC | 0.14% | Reduce -1.5% | 3,973 | $1.2M |
| Lido Advisors, LLC | 0.01% | Reduce -33.5% | 3,930 | $1.2M |
| Hoffman, Alan N Investment Management | 0.61% | Reduce -1.2% | 3,934 | $1.2M |
| Liberty Wealth Management LLC | 0.23% | Add +2.1% | 3,920 | $1.2M |
| Mutual Advisors, LLC | 0.04% | Add +7.5% | 4,060 | $1.2M |
| LifeSteps Financial, Inc. | 1.00% | Reduce -0.9% | 3,848 | $1.2M |
| LongView Wealth Management | 0.44% | Reduce -34.5% | 3,820 | $1.2M |
| Cwm, LLC | 0.01% | Add +17.2% | 3,803 | $1.2M |
| AlTi Global, Inc. | 0.03% | No change | 3,764 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 3,765 | $1.2M |
| Vontobel Holding Ltd. | 0.00% | Add +7.5% | 3,763 | $1.2M |
| Clark Capital Management Group, Inc. | 0.01% | Add +62.8% | 3,753 | $1.2M |
| Betterment LLC | 0.00% | Reduce -0.1% | 3,730 | $1.2M |
| Insight Advisors, LLC/ PA | 0.21% | Add +6.5% | 3,685 | $1.2M |
| Silverlake Wealth Management LLC | 0.46% | Add +49.3% | 3,552 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -4.5% | 3,538 | $1.1M |
| Sage Mountain Advisors LLC | 0.10% | No change | 3,474 | $1.1M |
| Buckingham Strategic Wealth, LLC | 0.01% | No change | 3,470 | $1.1M |
| Ridgepath Capital Management LLC | 1.06% | Reduce -11.7% | 3,449 | $1.1M |
| Turtle Creek Wealth Advisors, LLC | 0.25% | No change | 3,408 | $1.1M |
| Parsons Capital Management Inc. | 0.07% | Add +15.3% | 3,350 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +2.5% | 3,338 | $1.0M |
| Tidal Investments LLC | 0.01% | Reduce -18.0% | 3,331 | $1.0M |
| Gateway Wealth Partners, LLC | 0.32% | Add +3.3% | 3,330 | $1.0M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -11.9% | 3,151 | $1.0M |
| High Net Worth Advisory Group LLC | 0.31% | No change | 3,264 | $1.0M |
| McAdam, LLC | 0.06% | Add +39.2% | 3,247 | $1.0M |
| Quent Capital, LLC | 0.11% | Add +2.6% | 3,236 | $1.0M |
| White Lighthouse Investment Management Inc. | 0.19% | Reduce -4.0% | 3,206 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -23.1% | 3,135 | $985K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -23.1% | 3,135 | $985K |
| Detalus Advisors, LLC | 0.34% | Add +0.3% | 3,113 | $978K |
| Well Done, LLC | 0.20% | Reduce -8.1% | 3,040 | $955K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Reduce -20.2% | 2,970 | $933K |
| New Wave Wealth Advisors LLC | 0.50% | — | 2,958 | $929K |
| Premier Path Wealth Partners, LLC | 0.16% | New | 2,957 | $929K |
| Client 1ST Advisory Group, LLC | 0.40% | No change | 2,936 | $923K |
| Financial Counselors Inc. | 0.01% | New | 2,895 | $910K |
| Cary Street Partners Investment Advisory LLC | 0.04% | No change | 2,893 | $909K |
| Weaver Consulting Group | 0.32% | Add +19.7% | 2,881 | $905K |
| Prestige Wealth Management Group LLC | 0.20% | No change | 2,869 | $902K |
| Hartline Investment Corp./ | 0.12% | Add +42.4% | 2,860 | $899K |
| Koshinski Asset Management, Inc. | 0.08% | Add +6.8% | 2,730 | $893K |
| Marshall Wace, LLP | 0.00% | Reduce -95.5% | 2,766 | $869K |
| Epic Trust Investment Advisors, LLC | 0.96% | Reduce -19.1% | 2,766 | $869K |
| Legacy Financial Advisors, Inc. | 0.15% | Reduce -0.6% | 2,734 | $859K |
| Avalon Trust Co | 0.07% | No change | 2,642 | $830K |
| NorthCoast Asset Management LLC | 0.01% | No change | 2,620 | $823K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -2.7% | 2,608 | $820K |
| OneDigital Investment Advisors LLC | 0.01% | Add +3.8% | 2,605 | $818K |
| Concourse Financial Group Securities, Inc. | 0.05% | Add +7.3% | 2,598 | $817K |
| Apollon Wealth Management, LLC | 0.02% | Add +11.8% | 2,579 | $810K |
| Westmount Partners, LLC | 0.26% | No change | 2,523 | $799K |
| Lazari Capital Management, Inc. | 0.36% | No change | 2,533 | $796K |
| Investment Planning Advisors, Inc. | 0.40% | — | 2,493 | $783K |
| Colorado Capital Management, Inc. | 0.43% | New | 2,479 | $779K |
| Heartwood Wealth Advisors LLC | 0.09% | No change | 2,478 | $779K |
| Wescott Financial Advisory Group, LLC | 0.09% | No change | 2,464 | $774K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +91.4% | 2,457 | $772K |
| Financial Management Network Inc. | 0.19% | No change | 2,363 | $771K |
| Allworth Financial LP | 0.00% | Add +2.5% | 2,457 | $764K |
| Private Wealth Group, LLC | 0.40% | No change | 2,418 | $760K |
| Smith, Moore & Co. | 0.08% | Add +0.7% | 2,380 | $748K |
| Belpointe Asset Management LLC | 0.05% | Reduce -31.1% | 2,374 | $746K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Add +17.7% | 2,364 | $743K |
| Capital Investment Advisors, LLC | 0.02% | Add +36.0% | 2,352 | $739K |
| Spire Wealth Management | 0.03% | Add +26.0% | 2,346 | $737K |
| Dopkins Wealth Management, LLC | 0.45% | Add +18.7% | 2,338 | $735K |
| Squire Investment Management Company, LLC | 0.41% | No change | 2,325 | $731K |
| CENTRAL TRUST Co | 0.02% | No change | 2,295 | $721K |
| Bank of Montreal | 0.00% | Reduce -2.3% | 2,229 | $706K |
| Intrua Financial, LLC | 0.11% | No change | 2,225 | $699K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +103.9% | 2,225 | $699K |
| Summit Financial, LLC | 0.03% | New | 2,222 | $699K |
| Wealthspire Retirement, LLC | 0.06% | Add +2.2% | 2,209 | $694K |
| Choate Investment Advisors | 0.02% | No change | 2,198 | $691K |
| Colton Groome Financial Advisors, LLC | 0.27% | Reduce -1.1% | 2,196 | $690K |
| First Heartland Consultants, Inc. | 0.07% | Add +5.9% | 2,197 | $690K |
| Elevated Capital Advisors, LLC | 0.19% | Add +4.6% | 2,193 | $689K |
| Essex Financial Services, Inc. | 0.05% | Reduce -8.4% | 2,298 | $677K |
| Buttonwood Financial Advisors Inc. | 0.32% | Reduce -4.1% | 2,137 | $671K |
| PFG Advisors | 0.05% | Add +48.6% | 2,132 | $670K |
| Accurate Wealth Management, LLC | 0.16% | Add +1.8% | 2,048 | $666K |
| Vigilare Wealth Management | 0.29% | Add +8.3% | 2,106 | $662K |
| Vantage Financial Partners, LLC | 0.17% | Reduce -11.8% | 2,105 | $661K |
| Florida Financial Advisors, LLC | 0.39% | Add +40.2% | 2,086 | $655K |
| Compound Planning, Inc. | 0.05% | Add +23.6% | 2,085 | $655K |
| Pinion Investment Advisors, LLC | 0.32% | Add +26.6% | 2,072 | $651K |
| Adero Partners, LLC | 0.05% | No change | 2,062 | $648K |
| Summit Wealth Partners, LLC | 0.13% | No change | 2,043 | $642K |
| Rodgers & Associates, LTD | 0.08% | Reduce -0.3% | 2,014 | $633K |
| Legacy Advisory Services, LLC | 0.58% | No change | 2,006 | $630K |
| PrairieView Partners, LLC | 0.07% | Reduce -0.3% | 1,988 | $624K |
| Mitchell McLeod Pugh & Williams Inc. | 0.14% | Add +1.6% | 1,969 | $619K |
| EP Wealth Advisors, LLC | 0.01% | Add +27.1% | 1,966 | $618K |
| FAS Wealth Partners, Inc. | 0.05% | Reduce -11.8% | 1,953 | $614K |
| Altfest L J & Co. Inc. | 0.08% | No change | 1,945 | $611K |
| Signet Financial Management, LLC | 0.08% | Add +0.6% | 1,942 | $610K |
| Strategic Blueprint, LLC | 0.04% | Add +10.2% | 1,891 | $594K |
| Acorn Financial Advisory Services Inc. | 0.11% | No change | 1,873 | $589K |
| Embree Financial Group | 0.11% | Reduce -6.3% | 1,853 | $582K |
| Western Wealth Management, LLC | 0.04% | Add +3.1% | 1,850 | $581K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.1% | 1,840 | $578K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +12.1% | 1,839 | $578K |
| Measured Wealth Private Client Group, LLC | 0.20% | No change | 1,837 | $577K |
| Beaumont Financial Advisors, LLC | 0.05% | Add +8.5% | 1,818 | $571K |
| Modern Wealth Management, LLC | 0.04% | Add +6.5% | 1,809 | $568K |
| Pennsylvania Capital Management Inc. | 0.22% | Add +1.5% | 1,809 | $568K |
| Simplex Trading, LLC | 0.02% | Reduce -37.9% | 1,807 | $567K |
| PVG Asset Management Corp. | 2.25% | — | 1,804 | $567K |
| Pegasus Partners Ltd. | 0.06% | No change | 1,797 | $565K |
| Institute for Wealth Management, LLC. | 0.08% | Reduce -9.0% | 1,793 | $563K |
| Berkshire Asset Management LLC | 0.03% | Reduce -10.1% | 1,769 | $556K |
| Stonebridge Financial Planning Group, LLC | 0.28% | Reduce -3.6% | 1,765 | $555K |
| World Investment Advisors | 0.03% | Add +122.7% | 1,746 | $549K |
| CreativeOne Wealth, LLC | 0.03% | Add +9.7% | 1,741 | $547K |
| Nicholas Hoffman & Company, LLC. | 0.03% | No change | 1,718 | $540K |
| Kingswood Wealth Advisors, LLC | 0.05% | No change | 1,700 | $534K |
| Bailard, Inc. | 0.01% | No change | 1,700 | $534K |
| Cibc World Market Inc. | 0.00% | Add +43.4% | 1,696 | $533K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.2% | 1,685 | $532K |
| Wealthstream Advisors, Inc. | 0.19% | Reduce -53.7% | 1,671 | $525K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -45.4% | 1,647 | $518K |
| Bell Bank | 0.04% | No change | 1,628 | $512K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -9.7% | 1,627 | $511K |
| Global Trust Asset Management, LLC | 0.21% | No change | 1,626 | $511K |
| Carroll Investors, Inc | 0.36% | Reduce -7.3% | 1,625 | $511K |
| Farther Finance Advisors, LLC | 0.02% | Add +234.0% | 1,610 | $510K |
| JGP Wealth Management, LLC | 0.07% | Reduce -4.7% | 1,620 | $509K |
| Tiaa Trust, National Association | 0.00% | Add +2.1% | 1,616 | $508K |
| Bey-Douglas LLC | 0.47% | Add +0.9% | 1,553 | $505K |
| Cassady Schiller Wealth Management, LLC | 0.20% | Add +180.7% | 1,603 | $504K |
| Axiom Advisory, LLC | 0.01% | New | 1,723 | $503K |
| Venture Visionary Partners LLC | 0.02% | No change | 1,587 | $499K |
| Richardson Financial Services Inc. | 0.36% | Reduce -0.1% | 1,583 | $497K |
| Fortis Capital Advisors, LLC | 0.18% | Add +6.4% | 1,578 | $496K |
| Franklin Resources Inc. | 0.00% | Reduce -9.3% | 1,574 | $495K |
| Trivium Point Advisory, LLC | 0.07% | New | 1,571 | $494K |
| Maryland Capital Advisors Inc. | 0.27% | No change | 1,570 | $493K |
| ProVise Management Group, LLC | 0.04% | Reduce -5.8% | 1,569 | $493K |
| Lwmg, LLC | 0.10% | No change | 1,562 | $491K |
| RDA Financial Network | 0.16% | Reduce -44.7% | 1,554 | $488K |
| Simmons Bank | 0.04% | No change | 1,525 | $479K |
| Rothschild Wealth LLC | 0.16% | Add +0.7% | 1,525 | $479K |
| Roundview Capital LLC | 0.04% | No change | 1,518 | $477K |
| Matthew Goff Investment Advisor, LLC | 0.10% | No change | 1,518 | $477K |
| Morton Capital Management LLC | 0.11% | Add +65.6% | 1,504 | $473K |
| Dana Investment Advisors, Inc. | 0.02% | Add +9.6% | 1,503 | $472K |
| Sage Investment Advisers LLC | 0.53% | Reduce -11.0% | 1,502 | $472K |
| Financial Freedom, LLC | 0.27% | No change | 1,500 | $471K |
| BOCHK Asset Management Ltd | 0.15% | Reduce -40.0% | 1,500 | $471K |
| CVA Family Office, LLC | 0.08% | Reduce -10.2% | 1,499 | $471K |
| Cozad Asset Management Inc. | 0.05% | No change | 1,498 | $471K |
| Principal Securities, Inc. | 0.01% | Add +90.7% | 1,472 | $463K |
| Avestar Capital, LLC | 0.05% | No change | 1,470 | $462K |
| Empower Advisory Group, LLC | 0.00% | Reduce -35.0% | 1,468 | $461K |
| Cape Investment Advisory, Inc. | 0.21% | Add +5.5% | 1,464 | $460K |
| Platform Technology Partners | 0.16% | — | 1,457 | $458K |
| Retireful, LLC | 0.21% | New | 1,437 | $452K |
| Mason & Associates, LLC | 0.15% | New | 1,436 | $451K |
| Canvas Wealth Advisors, LLC | 0.14% | No change | 1,501 | $449K |
| Keb Asset Management, LLC | 0.15% | No change | 1,398 | $439K |
| Latitude Advisors, LLC | 0.27% | Add +2.2% | 1,391 | $437K |
| Jefferies Financial Group Inc. | 0.01% | New | 1,384 | $435K |
| SOA Wealth Advisors, LLC. | 0.09% | No change | 1,380 | $434K |
| UMB Bank, n.a. | 0.01% | No change | 1,368 | $430K |
| American Planning Services, Inc. | 0.30% | No change | 1,364 | $429K |
| Investors Research Corp | 0.10% | Reduce -0.1% | 1,362 | $428K |
| City State Bank | 0.17% | Add +71.8% | 1,357 | $426K |
| Gries Financial LLC | 0.09% | Reduce -69.0% | 1,351 | $424K |
| Pitcairn Co. | 0.03% | No change | 1,343 | $422K |
| HBW Advisory Services LLC | 0.07% | Reduce -4.5% | 1,332 | $419K |
| Glenview Trust Co | 0.01% | Add +77.1% | 1,325 | $416K |
| M3 Advisory Group, LLC | 0.34% | New | 1,316 | $413K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -7.2% | 1,297 | $408K |
| Stonegate Investment Group, LLC | 0.01% | Reduce -30.0% | 1,293 | $406K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 1,291 | $406K |
| Optivise Advisory Services LLC | 0.22% | — | 1,290 | $405K |
| Fort Sheridan Advisors LLC | 0.07% | New | 1,281 | $403K |
| Cornerstone Wealth Management, LLC | 0.03% | No change | 1,256 | $395K |
| Jackson Square Capital, LLC | 0.10% | No change | 1,252 | $393K |
| Oarsman Capital, Inc. | 0.09% | Reduce -2.4% | 1,245 | $391K |
| First Affirmative Financial Network | 0.27% | No change | 1,243 | $391K |
| Sfm, LLC | 0.29% | No change | 1,237 | $389K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -0.8% | 1,236 | $388K |
| Schechter Investment Advisors, LLC | 0.03% | Reduce -65.6% | 1,235 | $388K |
| Planning Directions Inc. | 0.26% | Reduce -1.7% | 1,227 | $386K |
| MWA Asset Management | 0.27% | Reduce -1.4% | 1,223 | $385K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 1,245 | $382K |
| &partners | 0.02% | No change | 1,215 | $382K |
| Park Avenue Securities LLC | 0.00% | Add +50.2% | 1,212 | $381K |
| Retirement Income Solutions, Inc. | 0.09% | No change | 1,205 | $379K |
| Hazlett, Burt & Watson, Inc. | 0.19% | Add +0.7% | 1,197 | $377K |
| Heritage Investment Group, Inc. | 0.05% | No change | 1,195 | $375K |
| Pettyjohn, Wood & White, Inc. | 0.07% | No change | 1,187 | $373K |
| OxenFree Capital LLC | 0.32% | Reduce -17.5% | 1,183 | $372K |
| Hubbell Strickland Wealth Management, LLC | 0.19% | No change | 1,181 | $371K |
| Castle Rock Wealth Management, LLC | 0.09% | No change | 1,165 | $369K |
| New England Private Wealth Advisors LLC | 0.06% | Reduce -0.1% | 1,173 | $369K |
| Sunbelt Securities, Inc. | 0.04% | No change | 1,172 | $368K |
| Sterling Investment Counsel, LLC | 0.14% | Add +1.1% | 1,169 | $367K |
| Marathon Mission, Inc. | 0.28% | No change | 1,168 | $367K |
| Aurora Private Wealth, Inc. | 0.32% | New | 1,153 | $362K |
| Birch Hill Investment Advisors LLC | 0.02% | No change | 1,151 | $362K |
| AQR Capital Management | 0.00% | New | 1,149 | $361K |
| Proficio Capital Partners LLC | 0.04% | No change | 1,145 | $360K |
| Patten Group, Inc. | 0.08% | Add +11.8% | 1,145 | $360K |
| Buska Wealth Management, LLC | 0.14% | Reduce -1.3% | 1,140 | $358K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -2.2% | 1,140 | $358K |
| National Wealth Management Group, LLC | 0.27% | Reduce -19.5% | 1,137 | $357K |
| Dover Advisors, LLC | 0.22% | New | 1,131 | $355K |
| Cary Street Partners Asset Management LLC | 0.05% | No change | 1,126 | $354K |
| Traphagen Investment Advisors LLC | 0.04% | No change | 1,122 | $353K |
| GPS Wealth Strategies Group, LLC | 0.05% | Reduce -1.8% | 1,120 | $352K |
| Ascent Group, LLC | 0.03% | Reduce -1.1% | 1,103 | $347K |
| Waldron Private Wealth LLC | 0.02% | No change | 1,094 | $344K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.09% | No change | 1,095 | $344K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -8.8% | 1,081 | $340K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Reduce -62.8% | 1,079 | $339K |
| Jones Financial Companies LLLP | 0.00% | Add +2102.0% | 1,079 | $339K |
| Perennial Investment Advisors, LLC | 0.05% | No change | 1,076 | $338K |
| Shepherd Financial Partners LLC | 0.04% | No change | 1,059 | $333K |
| Oppenheimer & Co. Inc. | 0.01% | Add +3.5% | 1,050 | $330K |
| Monetary Management Group Inc. | 0.09% | Add +2000.0% | 1,050 | $330K |
| Channel Wealth LLC | 0.12% | Reduce -14.7% | 1,043 | $328K |
| PFG Investments, LLC | 0.02% | Reduce -89.9% | 1,035 | $325K |
| Retirement Guys Formula LLC | 0.16% | Add +18.8% | 1,031 | $324K |
| Howe & Rusling Inc. | 0.03% | No change | 1,029 | $323K |
| Wealth Group Ltd | 0.10% | Reduce -1.4% | 1,026 | $322K |
| Cascade Investment Group, Inc. | 0.25% | Reduce -38.5% | 1,022 | $321K |
| Pinnacle Family Advisors, LLC | 0.18% | New | 1,020 | $320K |
| Monument Group Wealth Advisors, LLC | 0.21% | No change | 1,016 | $319K |
| St Germain D J Co. Inc. | 0.02% | No change | 995 | $313K |
| Commerce Bank | 0.00% | No change | 994 | $312K |
| GSG Advisors LLC | 0.11% | No change | 981 | $311K |
| Vertex Planning Partners, LLC | 0.08% | No change | 980 | $308K |
| Aspen Wealth Management LLC | 0.11% | No change | 972 | $305K |
| Anchor Investment Management, LLC | 0.03% | No change | 968 | $304K |
| MSH Capital Advisors LLC | 0.10% | Reduce -16.4% | 963 | $303K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -20.1% | 963 | $303K |
| Davidson Trust Co. | 0.21% | No change | 960 | $302K |
| Davidson Investment Advisors | 0.02% | No change | 960 | $302K |
| Mitchell Capital Management Co. | 0.05% | No change | 957 | $301K |
| AMG National Trust Bank | 0.01% | Add +14.5% | 950 | $299K |
| Advisory Alpha, LLC | 0.01% | Reduce -32.6% | 947 | $298K |
| Qube Research & Technologies Ltd | 0.00% | Add +1128.6% | 946 | $297K |
| Lauterbach Financial Advisors, LLC | 0.20% | Add +0.1% | 1,004 | $297K |
| 49 Wealth Management, LLC | 0.06% | Reduce -7.0% | 933 | $296K |
| Aprio Wealth Management, LLC | 0.05% | No change | 933 | $293K |
| Capital Asset Advisory Services LLC | 0.02% | No change | 895 | $293K |
| Evergreen Capital Management LLC | 0.01% | No change | 921 | $290K |
| 180 Wealth Advisors, LLC | 0.05% | No change | 884 | $285K |
| Spectrum Planning & Advisory Services Inc. | 0.27% | — | 898 | $285K |
| Northeast Financial Consultants Inc | 0.01% | No change | 904 | $284K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 894 | $281K |
| Total Investment Management Inc. | 0.04% | Add +7.9% | 892 | $280K |
| Geneos Wealth Management Inc. | 0.01% | Add +24.9% | 892 | $280K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 880 | $277K |
| UNIVEST FINANCIAL Corp | 0.08% | Reduce -22.2% | 867 | $272K |
| Rf&l Wealth Management, LLC | 0.20% | No change | 855 | $269K |
| WMS Partners, LLC | 0.02% | New | 855 | $269K |
| Wedbush Securities Inc. | 0.01% | New | 852 | $268K |
| WMG Financial Advisors, LLC | 0.14% | Add +6.4% | 849 | $267K |
| Zacks Investment Management | 0.00% | Reduce -13.8% | 847 | $266K |
| Sicart Associates LLC | 0.10% | No change | 841 | $265K |
| Mayfair Advisory Group, LLC | 0.18% | Add +0.3% | 813 | $264K |
| MV Capital Management, Inc. | 0.03% | No change | 835 | $262K |
| Waverly Advisors, LLC | 0.01% | Add +2.1% | 835 | $262K |
| Financial Alternatives, Inc | 0.20% | Reduce -0.5% | 828 | $260K |
| Sunburst Financial Group, LLC | 0.07% | No change | 816 | $257K |
| Peachtree Investment Partners, LLC | 0.10% | No change | 814 | $256K |
| AdvisorNet Financial, Inc | 0.02% | Add +27.8% | 814 | $256K |
| Manchester Financial Inc. | 0.06% | Reduce -10.8% | 812 | $255K |
| Realta Investment Advisors | 0.05% | Reduce -4.1% | 810 | $255K |
| Provident Wealth Management, LLC | 0.09% | No change | 804 | $253K |
| FSA Advisors, Inc. | 0.26% | No change | 811 | $251K |
| Ritholtz Wealth Management | 0.01% | Add +3.2% | 797 | $250K |
| CGN Advisors LLC | 0.03% | Add +5.4% | 796 | $250K |
| Concorde Asset Management, LLC | 0.15% | Reduce -6.3% | 793 | $249K |
| Guidance Capital, Inc. | 0.08% | Reduce -31.7% | 807 | $248K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.6% | 783 | $246K |
| CPC Advisors, LLC | 0.04% | Reduce -11.3% | 783 | $246K |
| Clear Creek Financial Management, LLC | 0.03% | New | 781 | $245K |
| Wedmont Private Capital | 0.02% | Add +0.1% | 747 | $242K |
| XML Financial, LLC | 0.02% | No change | 769 | $242K |
| Allianz SE | 0.01% | No change | 767 | $241K |
| Apexium Financial, LP | 0.02% | Add +2.8% | 762 | $240K |
| Visionary Wealth Advisors | 0.02% | No change | 762 | $239K |
| Praetorian Wealth Management, Inc. | 0.06% | New | 750 | $236K |
| Welch Group, LLC | 0.01% | New | 747 | $235K |
| CMC Financial Group | 0.39% | Reduce -94.6% | 746 | $234K |
| First Financial Bankshares Inc | 0.01% | Reduce -18.9% | 734 | $231K |
| Fielder Capital Group LLC | 0.09% | No change | 731 | $230K |
| Diversified Trust Co. | 0.01% | No change | 730 | $229K |
| Kaydan Wealth Management, Inc. | 0.08% | Reduce -3.8% | 729 | $229K |
| Bleakley Financial Group, LLC | 0.01% | New | 721 | $227K |
| Simplicity Wealth,LLC | 0.01% | New | 721 | $227K |
| Carmel Capital Partners, LLC | 0.10% | No change | 717 | $225K |
| One Wealth Management Investment & Advisory Services, LLC | 0.09% | No change | 715 | $225K |
| Aspiriant, LLC | 0.01% | No change | 714 | $224K |
| Ridgewood Investments LLC | 0.11% | No change | 713 | $224K |
| Rice Partnership, LLC | 0.05% | No change | 705 | $222K |
| Citigroup Inc. | 0.00% | Add +84.0% | 703 | $221K |
| Jacobi Capital Management LLC | 0.02% | No change | 700 | $220K |
| Darden Wealth Group Inc | 0.13% | New | 697 | $219K |
| Alliance Wealth Management Group | 0.06% | New | 695 | $218K |
| Towercrest Capital Management | 0.04% | New | 695 | $218K |
| Triton Financial Group Inc | 0.15% | Reduce -4.8% | 691 | $217K |
| Strategic Investment Solutions, Inc. | 0.07% | — | 704 | $216K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -92.8% | 687 | $216K |
| Professional Financial Advisors, LLC | 0.06% | New | 684 | $215K |
| ARS Wealth Advisors Group, LLC | 0.03% | New | 682 | $214K |
| Indiana Trust & Investment Management Co | 0.08% | No change | 680 | $214K |
| Trilogy Capital Inc. | 0.01% | New | 680 | $214K |
| Titleist Asset Management, LLC | 0.03% | New | 677 | $213K |
| Advisors Capital Management, LLC | 0.00% | New | 673 | $211K |
| BlackRock Inc. | 0.00% | New | 670 | $210K |
| Connecticut Wealth Management, LLC | 0.01% | New | 659 | $207K |
| Seven Springs Wealth Group, LLC | 0.08% | New | 657 | $206K |
| Mission Wealth Management, LP | 0.01% | Reduce -17.8% | 656 | $206K |
| Inscription Capital, LLC | 0.03% | New | 656 | $206K |
| Cornerstone Management, Inc. | 0.05% | New | 653 | $205K |
| HM Payson & Co. | 0.00% | No change | 646 | $203K |
| German American Bancorp, Inc. | 0.02% | New | 642 | $202K |
| Resurgent Financial Advisors LLC | 0.13% | New | 641 | $201K |
| Bristlecone Advisors, LLC | 0.02% | New | 640 | $201K |
| Fairscale Capital, LLC | 0.18% | — | 614 | $199K |
| Smithfield Trust Co | 0.01% | No change | 592 | $186K |
| First Command Advisory Services, Inc. | 0.00% | New | 575 | $181K |
| Sound Income Strategies, LLC | 0.01% | Add +284.6% | 573 | $180K |
| Fifth Third Bancorp | 0.00% | No change | 569 | $179K |
| Concord Wealth Partners | 0.03% | No change | 537 | $169K |
| National Bank of Canada | 0.00% | No change | 523 | $165K |
| Blue Trust, Inc. | 0.00% | No change | 556 | $159K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 498 | $156K |
| S.A. Mason LLC | 0.09% | Add +1.0% | 485 | $152K |
| Hexagon Capital Partners LLC | 0.03% | No change | 478 | $150K |
| VitalStone Financial, LLC | 0.11% | Add +1738.5% | 478 | $150K |
| Barclays PLC | 0.00% | No change | 477 | $150K |
| IFP Advisors, Inc | 0.01% | Add +28.7% | 453 | $142K |
| Larson Financial Group LLC | 0.01% | Add +125.6% | 449 | $141K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +15.8% | 446 | $140K |
| Financial Gravity Asset Management, Inc. | 0.03% | Reduce -23.7% | 437 | $137K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 429 | $135K |
| Gradient Investments LLC | 0.00% | No change | 423 | $133K |
| International Assets Investment Management, LLC | 0.01% | New | 401 | $126K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 400 | $126K |
| Redwood Wealth Management Group, LLC | 0.09% | New | 395 | $124K |
| Financial Network Wealth Advisors LLC | 0.09% | New | 395 | $122K |
| Highline Wealth Partners LLC | 0.04% | No change | 375 | $118K |
| Blue Chip Partners, LLC | 0.01% | New | 368 | $116K |
| ICA Group Wealth Management, LLC | 0.07% | Reduce -91.9% | 354 | $111K |
| Park Place Capital Corp | 0.04% | No change | 350 | $110K |
| Parallel Advisors, LLC | 0.00% | No change | 318 | $100K |
| Glass Jacobson Investment Advisors llc | 0.04% | No change | 317 | $100K |
| Opal Wealth Advisors, LLC | 0.03% | New | 310 | $97K |
| Evermay Wealth Management LLC | 0.02% | No change | 300 | $94K |
| Optimum Investment Advisors | 0.04% | No change | 300 | $94K |
| Private Trust Co. NA | 0.01% | Add +23.1% | 299 | $94K |
| Aspire Private Capital, LLC | 0.02% | No change | 294 | $92K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 288 | $91K |
| Addison Advisors LLC | 0.03% | No change | 283 | $89K |
| Field & Main Bank | 0.03% | No change | 275 | $86K |
| Capital Analysts, LLC | 0.00% | New | 272 | $85K |
| Trust Co. of Vermont | 0.00% | Add +6.5% | 262 | $82K |
| SouthState Bank Corp | 0.01% | Reduce -10.7% | 250 | $79K |
| Chesapeake Asset Management LLC | 0.08% | No change | 250 | $79K |
| Kiely Wealth Advisory Group, Inc. | 0.04% | No change | 267 | $78K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Reduce -22.5% | 244 | $76K |
| Activest Wealth Management | 0.02% | No change | 241 | $76K |
| Your Advocates Ltd., LLP | 0.03% | Add +400.0% | 225 | $71K |
| Bogart Wealth, LLC | 0.00% | Reduce -22.6% | 205 | $64K |
| Aspire Wealth Management Corp | 0.04% | No change | 201 | $63K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | No change | 200 | $63K |
| Citizens National Bank Trust Department | 0.01% | No change | 200 | $63K |
| Carmichael Hill & Associates, Inc. | 0.02% | Reduce -3.5% | 193 | $61K |
| SWAN Capital LLC | 0.03% | New | 192 | $60K |
| Parkside Financial Bank & Trust | 0.01% | Add +24.5% | 183 | $58K |
| McIlrath & Eck, LLC | 0.01% | No change | 169 | $53K |
| Winch Advisory Services, LLC | 0.01% | No change | 166 | $52K |
| Pineridge Advisors LLC | 0.02% | Add +8.0% | 163 | $51K |
| Dunhill Financial, LLC | 0.03% | Reduce -23.1% | 160 | $50K |
| Glassman Wealth Services | 0.01% | No change | 159 | $50K |
| Sandy Spring Bank | 0.00% | Reduce -83.9% | 157 | $49K |
| Emfo, LLC | 0.04% | Reduce -57.1% | 150 | $47K |
| New England Capital Financial Advisors LLC | 0.03% | No change | 148 | $47K |
| Trifecta Capital Advisors, LLC | 0.01% | New | 143 | $45K |
| Bangor Savings Bank | 0.00% | Reduce -10.7% | 125 | $39K |
| Archer Investment Corp | 0.01% | No change | 123 | $39K |
| Pittenger & Anderson Inc. | 0.00% | No change | 120 | $38K |
| AllSquare Wealth Management LLC | 0.02% | No change | 111 | $35K |
| Redmont Wealth Advisors LLC | 0.05% | New | 110 | $35K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 109 | $34K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 100 | $31K |
| Rothschild Investment LLC | 0.00% | No change | 100 | $31K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 100 | $31K |
| Clearstead Advisors, LLC | 0.00% | No change | 97 | $30K |
| Key Financial Inc | 0.01% | No change | 91 | $29K |
| WFA of San Diego, LLC | 0.02% | — | 85 | $27K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 85 | $27K |
| PFG Private Wealth Management, LLC | 0.02% | No change | 79 | $25K |
| Gables Capital Management Inc. | 0.01% | No change | 79 | $25K |
| PSI Advisors, LLC | 0.01% | New | 78 | $25K |
| Triad Wealth Partners, LLC | 0.01% | New | 77 | $24K |
| NBT Bank, N.A. | 0.00% | No change | 75 | $24K |
| Founders Financial Alliance, LLC | 0.01% | No change | 74 | $23K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 70 | $22K |
| Ancora Advisors LLC | 0.00% | Reduce -17.1% | 63 | $20K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 61 | $19K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 60 | $19K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 57 | $18K |
| New Republic Capital, LLC | 0.01% | No change | 56 | $18K |
| Global Financial Private Client, LLC | 0.01% | No change | 52 | $16K |
| Coppell Advisory Solutions LLC | 0.00% | — | 51 | $16K |
| Quadrant Capital Group LLC | 0.00% | No change | 51 | $16K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 50 | $16K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 48 | $15K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 42 | $13K |
| Legend Financial Advisors, Inc. | 0.01% | New | 40 | $13K |
| Dogwood Wealth Management LLC | 0.01% | New | 40 | $13K |
| North Star Investment Management Corp. | 0.00% | Add +85.7% | 39 | $12K |
| BNP Paribas Financial Markets | 0.00% | Add +143.8% | 39 | $12K |
| Rogco, LP | 0.00% | No change | 38 | $12K |
| NFSG Corp | 0.00% | No change | 31 | $10K |
| Bfsg, LLC | 0.00% | Reduce -34.8% | 30 | $9K |
| Abound Wealth Management | 0.00% | Reduce -77.0% | 26 | $8K |
| Tyler-Stone Wealth Management | 0.00% | No change | 25 | $8K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 25 | $8K |
| McClarren Financial Advisors, Inc. | 0.06% | Add +73.3% | 36,448 | $7K |
| Register Financial Advisors LLC | 0.00% | New | 21 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 19 | $6K |
| Financial Connections Group, Inc. | 0.00% | New | 17 | $5K |
| Signaturefd, LLC | 0.00% | Reduce -63.4% | 15 | $5K |
| Crewe Advisors LLC | 0.00% | No change | 13 | $4K |
| Sawyer & Company, Inc | 0.00% | Reduce -94.7% | 7 | $2K |
| Roble, Belko & Company, Inc | 0.00% | New | 2 | $1K |
| TruNorth Capital Management, LLC | 0.00% | No change | 3 | $943 |
| FWL Investment Management, LLC | 0.00% | No change | 1 | $314 |
| Tucker Asset Management LLC | 0.00% | No change | 1 | $314 |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $314 |
"% 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.