Vngrd Mrgstr MG CP GR ETF-UiMGKETF
13F holders, Q3 2024 (September 30)747holders +11
61new positions
48sold out
5famous investors
$315.34avg. 13F price*
At the end of Q3 2024, 747 institutions reported holding Vngrd Mrgstr MG CP GR ETF-Ui (MGK) in their 13F filings, up 11 from Q2 2024. 61 opened new positions and 48 sold out. The largest holders were Assetmark, Inc. ($2.1B), Cassaday & Co Wealth Management LLC ($1.2B) and Morgan Stanley ($634.5M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 (Q3 2024)
- CUSIP
- 921910816
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $140.7M |
| Exits | 48 | $58.3M |
All 13F filers, Q2 2024 → Q3 2024: 4,907,112 shares bought and 1,125,071 shares sold, net +3,782,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 747 holders
| Assetmark, Inc. | 6.15% | Add +3.8% | 7,453,268 | $2.1B |
| Cassaday & Co Wealth Management LLC | 32.54% | Add +2.1% | 3,574,349 | $1.2B |
| Morgan Stanley | 0.05% | Add +1.7% | 1,970,658 | $634.5M |
| Bank of America Corp. | 0.05% | Add +5.5% | 1,910,639 | $615.1M |
| Howard Capital Management, LLC | 8.55% | Add +11579.4% | 1,617,126 | $520.6M |
| Captrust Financial Advisors | 1.52% | Add +756.3% | 1,594,858 | $513.5M |
| LPL Financial LLC | 0.14% | Reduce -1.7% | 944,289 | $304.0M |
| Wells Fargo & Company | 0.07% | Add +3.4% | 934,829 | $301.0M |
| Lincoln National Corp. | 9.02% | Reduce -3.9% | 874,949 | $281.7M |
| Angeles Investment Advisors, LLC | 14.04% | Reduce -3.9% | 852,890 | $274.6M |
| UBS Group AG | 0.07% | Reduce -1.2% | 832,024 | $267.9M |
| Envestnet Asset Management Inc. | 0.08% | Add +0.0% | 759,144 | $244.4M |
| Ameriprise Financial Inc. | 0.05% | Add +0.1% | 577,788 | $186.2M |
| PNC Financial Services Group, Inc. | 0.12% | Add +0.5% | 566,062 | $182.2M |
| Angeles Wealth Management, LLC | 13.66% | Add +8.5% | 492,603 | $158.6M |
| Royal Bank of Canada | 0.03% | Add +2.5% | 406,525 | $130.9M |
| Comerica Bank | 0.50% | Add +9.8% | 394,458 | $127.0M |
| Cerity Partners LLC | 0.27% | Add +7.1% | 382,359 | $123.1M |
| Prime Capital Investment Advisors, LLC | 1.55% | Add +14.1% | 337,474 | $108.6M |
| Facet Wealth, Inc. | 2.67% | Add +5.0% | 290,796 | $93.8M |
| Means Investment Co., Inc. | 9.47% | Add +4.2% | 264,711 | $85.2M |
| Osaic Holdings, Inc. | 0.19% | Reduce -12.1% | 261,462 | $84.2M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -1.4% | 260,515 | $83.9M |
| Portfolio Strategies, Inc. | 11.33% | Reduce -17.1% | 260,700 | $83.9M |
| Petredis Investment Advisors LLC | 8.61% | Add +6.3% | 251,404 | $80.9M |
| HighTower Advisors, LLC | 0.12% | Reduce -4.9% | 247,424 | $79.7M |
| Rockefeller Capital Management L.P. | 0.20% | Reduce -1.0% | 231,422 | $74.5M |
| Merit Financial Group, LLC | 1.57% | Add +2.8% | 218,106 | $70.2M |
| MML Investors Services, LLC | 0.24% | Add +8.4% | 200,517 | $64.6M |
| Stifel Financial Corp. | 0.07% | Add +8.5% | 193,618 | $62.3M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +3.6% | 176,838 | $56.9M |
| Two Sigma Investments, LP | 0.13% | Add +343.3% | 176,000 | $56.7M |
| Gratus Wealth Advisors, LLC | 8.93% | Add +1.0% | 172,431 | $54.7M |
| Falcon Wealth Planning | 6.35% | Add +8.3% | 167,958 | $54.1M |
| Hengehold Capital Management LLC | 5.06% | Add +0.4% | 165,834 | $53.4M |
| Black Diamond Financial, LLC | 8.44% | Add +10.5% | 154,350 | $49.7M |
| Cetera Investment Advisers | 0.10% | Add +9.2% | 147,947 | $47.6M |
| Kensington Asset Management, LLC | 2.58% | New | 147,200 | $47.1M |
| Creative Planning | 0.05% | Reduce -0.1% | 142,696 | $45.9M |
| CX Institutional | 2.03% | Add +8.2% | 141,755 | $45.6M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Reduce -2.3% | 140,445 | $45.2M |
| Leelyn Smith, LLC | 8.05% | Add +0.8% | 138,625 | $44.6M |
| Strategic Investment Advisors / MI | 4.77% | Add +4.4% | 135,316 | $43.6M |
| Beacon Capital Management, LLC | 5.98% | Add +6.1% | 130,741 | $42.1M |
| Janney Montgomery Scott LLC | 0.11% | Add +0.5% | 126,770 | $40.8M |
| Piedmont Capital Management, LLC | 24.56% | Add +5.6% | 124,438 | $40.7M |
| Bernardo Wealth Planning LLC | 9.59% | Reduce -1.2% | 121,435 | $39.5M |
| RFP Financial Group LLC | 12.50% | Add +592.1% | 119,122 | $38.4M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +0.8% | 118,638 | $38.2M |
| Leavell Investment Management, Inc. | 1.81% | Add +2.9% | 112,513 | $36.2M |
| Mariner, LLC | 0.06% | Add +4.7% | 110,836 | $35.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -7.5% | 109,160 | $35.1M |
| FC Advisory LLC | 11.28% | Add +0.3% | 104,194 | $33.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +11.3% | 102,228 | $32.9M |
| One Capital Management, LLC | 1.04% | Add +1.0% | 101,059 | $32.5M |
| Blue Edge Capital, LLC | 4.86% | Reduce -7.9% | 96,848 | $31.2M |
| American Trust | 2.49% | Reduce -7.0% | 93,893 | $30.2M |
| Beacon Pointe Advisors, LLC | 0.34% | Reduce -7.0% | 92,761 | $29.9M |
| BHK Investment Advisors, LLC | 10.97% | Reduce -2.8% | 91,305 | $29.4M |
| Raymond James & Associates | 0.02% | Reduce -6.1% | 88,963 | $28.6M |
| DT Investment Partners, LLC | 2.30% | Add +3.5% | 88,164 | $28.4M |
| Erickson Financial Group, LLC | 19.66% | Reduce -5.6% | 85,240 | $27.4M |
| EP Wealth Advisors, LLC | 0.23% | Add +4075.0% | 82,081 | $26.4M |
| Truist Financial Corp. | 0.04% | Add +3.0% | 76,612 | $24.7M |
| Avior Wealth Management, LLC | 0.96% | Reduce -2.4% | 74,801 | $24.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | Add +30.1% | 71,700 | $23.0M |
| D.A. Davidson & Co. | 0.19% | Add +4.5% | 70,865 | $22.8M |
| Brophy Wealth Management, LLC | 8.01% | — | 69,532 | $22.4M |
| Copperwynd Financial, LLC | 6.59% | Add +4.5% | 67,969 | $21.9M |
| Amara Financial, Llc. | 20.81% | — | 67,557 | $21.8M |
| HB Wealth Management, LLC | 0.23% | Add +1.4% | 66,404 | $21.4M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +23.7% | 66,015 | $21.3M |
| Northern Trust Corp. | 0.00% | Reduce -2.6% | 65,418 | $21.1M |
| Kestra Advisory Services, LLC | 0.11% | Add +2.9% | 64,414 | $20.7M |
| Zeit Capital LLC | 15.81% | Reduce -1.4% | 63,548 | $20.5M |
| Alps Advisors Inc. | 0.13% | Reduce -3.4% | 62,125 | $20.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.2% | 60,655 | $19.5M |
| Foundations Investment Advisors, LLC | 0.41% | Reduce -20.8% | 60,556 | $19.5M |
| BTG Pactual Asset Management US LLC | 2.82% | New | 71,299 | $19.4M |
| Salem Investment Counselors Inc. | 0.55% | Reduce -0.2% | 57,243 | $18.4M |
| Prospera Financial Services Inc | 0.44% | Add +23.9% | 54,073 | $17.4M |
| Savant Capital, LLC | 0.14% | Add +0.5% | 53,962 | $17.4M |
| Mather Group, Llc. | 0.22% | Reduce -40.3% | 53,724 | $17.3M |
| Raab & Moskowitz Asset Management LLC | 4.28% | Reduce -1.4% | 52,493 | $16.9M |
| ETF Portfolio Partners, Inc. | 4.97% | Reduce -0.2% | 52,177 | $16.8M |
| Ieq Capital, LLC | 0.20% | Reduce -5.0% | 51,435 | $16.6M |
| Wealthfront Advisers LLC | 0.05% | Add +25.3% | 49,048 | $15.8M |
| Blackston Financial Advisory Group, LLC | 8.11% | New | 48,749 | $15.7M |
| Royal Fund Management, LLC | 1.09% | Add +95.5% | 47,666 | $15.4M |
| Focus Partners Wealth | 0.05% | Reduce -28.2% | 29,510 | $15.3M |
| Prudential Financial Inc. | 0.02% | Reduce -14.8% | 47,387 | $15.3M |
| ODonnell Financial Services, LLC | 6.11% | Add +2.3% | 46,730 | $15.0M |
| US Bancorp \de | 0.02% | Add +1.1% | 46,381 | $15.0M |
| TFB Advisors LLC | 4.44% | Reduce -0.6% | 46,317 | $14.9M |
| Sanctuary Advisors, LLC | 0.09% | Add +0.5% | 43,738 | $14.7M |
| Clarus Wealth Advisors | 7.33% | Add +3.4% | 45,352 | $14.4M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -1.7% | 44,529 | $14.3M |
| Von Berge Wealth Management Group, LLC | 8.84% | Reduce -3.6% | 42,866 | $14.3M |
| Darwin Wealth Management, LLC | 3.86% | New | 43,674 | $14.1M |
| Schroder Investment Management Group | 0.01% | Add +6.3% | 42,434 | $13.6M |
| Wheelhouse Advisory Group LLC | 8.48% | Add +2.9% | 40,944 | $13.2M |
| WealthShield Partners, LLC | 1.72% | Add +10.9% | 39,539 | $12.7M |
| NWF Advisory Services Inc. | 1.75% | Add +3.6% | 37,362 | $12.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.0% | 37,250 | $12.0M |
| Focused Wealth Management, Inc | 1.59% | Reduce -0.9% | 36,655 | $11.8M |
| Texas Capital Bank Wealth Management Services Inc | 1.16% | Reduce -0.3% | 36,641 | $11.8M |
| Pacific Center for Financial Services | 3.10% | Reduce -0.1% | 36,507 | $11.8M |
| POM Investment Strategies, LLC | 9.17% | Reduce -20.3% | 36,485 | $11.7M |
| Stephens Inc. | 0.17% | Reduce -0.8% | 36,322 | $11.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.33% | Add +30.6% | 36,144 | $11.6M |
| Concurrent Investment Advisors, LLC | 0.34% | Add +3.3% | 35,964 | $11.6M |
| Capital Planning LLC | 3.21% | Add +0.3% | 35,567 | $11.5M |
| Fernwood Investment Management, LLC | 3.58% | Reduce -1.0% | 34,077 | $11.0M |
| Philadelphia Trust Co. | 0.77% | No change | 32,835 | $10.6M |
| Ferguson Shapiro LLC | 3.88% | New | 32,320 | $10.4M |
| SOL Capital Management CO | 1.15% | Add +2.3% | 32,287 | $10.4M |
| Northeast Investment Management | 0.46% | Add +6.3% | 32,112 | $10.3M |
| Cedar Point Capital Partners, LLC | 7.05% | Reduce -8.3% | 31,883 | $10.3M |
| Atria Wealth Solutions, Inc. | 0.11% | Reduce -3.9% | 31,764 | $10.2M |
| Cascade Financial Partners, LLC | 1.23% | Add +1.8% | 29,809 | $9.8M |
| Private Advisor Group, LLC | 0.06% | Add +28.5% | 30,222 | $9.7M |
| Center For Asset Management LLC | 5.74% | Add +3.7% | 29,852 | $9.6M |
| Cypress Wealth Services, LLC | 1.92% | Reduce -5.0% | 28,784 | $9.3M |
| Kingsview Wealth Management, LLC | 0.19% | Reduce -1.0% | 28,405 | $9.1M |
| Apriem Advisors | 1.05% | Add +75.2% | 27,938 | $9.0M |
| Blair William & Co. | 0.03% | Reduce -3.5% | 27,557 | $8.9M |
| Apollon Financial, LLC | 2.47% | Reduce -0.0% | 26,111 | $8.4M |
| Centaurus Financial, Inc. | 0.53% | Add +13.7% | 25,985 | $8.4M |
| Valicenti Advisory Services Inc. | 2.15% | Reduce -9.4% | 25,980 | $8.4M |
| Resolute Advisors LLC | 1.65% | Add +0.2% | 25,041 | $8.1M |
| Fingerlakes Wealth Management, Inc. | 6.69% | Add +7.9% | 25,012 | $8.1M |
| Stratos Investment Management, LLC | 0.56% | Add +3.0% | 24,940 | $8.0M |
| Choreo, LLC | 0.12% | Reduce -4.7% | 25,301 | $8.0M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +10.1% | 24,883 | $8.0M |
| Clifford Group, LLC | 6.15% | Reduce -10.0% | 24,559 | $7.9M |
| FMR LLC | 0.00% | Add +12.7% | 23,961 | $7.7M |
| Kestra Private Wealth Services, LLC | 0.14% | Reduce -46.2% | 23,951 | $7.7M |
| Accredited Investors Inc. | 0.40% | Reduce -1.1% | 21,977 | $7.1M |
| 9258 Wealth Management, LLC | 0.97% | Add +0.0% | 20,358 | $6.6M |
| Avidian Wealth Enterprises, LLC | 0.29% | Reduce -1.3% | 19,995 | $6.4M |
| Clarity Financial LLC | 0.75% | Add +108.6% | 19,911 | $6.4M |
| Randall & Associates Wealth Management | 5.21% | Add +8.8% | 19,751 | $6.4M |
| Wells Financial Advisors INC | 8.35% | Reduce -1.1% | 19,188 | $6.2M |
| Independent Financial Group, LLC | 0.22% | Add +2.2% | 18,836 | $6.1M |
| Joel Isaacson & Co., LLC | 0.29% | Add +0.9% | 18,702 | $6.0M |
| Avantax Advisory Services, Inc. | 0.04% | Add +3.6% | 18,399 | $5.9M |
| American Financial & Tax Strategies Inc. | 2.94% | Reduce -0.8% | 17,996 | $5.8M |
| Harbour Investments, Inc. | 0.17% | Add +2.1% | 17,823 | $5.7M |
| Sharkey, Howes & Javer | 0.81% | Reduce -2.9% | 17,597 | $5.7M |
| Tower Research Capital LLC (TRC) | 0.15% | Add +2441.1% | 17,457 | $5.6M |
| Jackson Wealth Management, LLC | 0.65% | Add +64.8% | 16,917 | $5.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.3% | 16,783 | $5.4M |
| J.W. Cole Advisors, Inc. | 0.22% | Add +8.9% | 16,549 | $5.3M |
| Ameritas Advisory Services, LLC | 0.23% | Reduce -15.8% | 16,259 | $5.2M |
| Litman Gregory Wealth Management LLC | 0.44% | No change | 16,230 | $5.2M |
| Synovus Financial Corp. | 0.06% | Add +24.6% | 16,163 | $5.2M |
| Mathes Company, Inc. | 1.81% | No change | 15,790 | $5.1M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Add +21.9% | 15,754 | $5.1M |
| Ifrah Financial Services, Inc. | 1.37% | Reduce -3.4% | 15,737 | $5.1M |
| EverSource Wealth Advisors, LLC | 0.32% | Reduce -0.1% | 15,660 | $5.0M |
| Fischer Investment Strategies, LLC | 4.32% | Reduce -2.4% | 15,573 | $5.0M |
| GeoWealth Management, LLC | 0.17% | Reduce -75.4% | 14,656 | $4.7M |
| Ethos Financial Group, LLC | 0.78% | Reduce -3.4% | 14,599 | $4.7M |
| Authentikos Wealth Advisory, LLC | 4.48% | New | 14,441 | $4.6M |
| Zhang Financial LLC | 0.29% | Add +10.7% | 14,237 | $4.6M |
| Breakwater Investment Management | 1.91% | Reduce -1.1% | 14,215 | $4.6M |
| Robertson Stephens Wealth Management, LLC | 0.17% | Add +71.2% | 14,080 | $4.5M |
| Silver Oak Securities, Incorporated | 0.48% | Reduce -25.9% | 14,071 | $4.5M |
| NewEdge Advisors, LLC | 0.03% | Reduce -29.3% | 13,888 | $4.5M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -33.1% | 13,873 | $4.5M |
| Strategic Financial Partners, Ltd. | 2.20% | Add +0.5% | 13,374 | $4.3M |
| Quantum Capital Management, LLC / NJ | 0.44% | Reduce -0.5% | 13,165 | $4.2M |
| Moneta Group Investment Advisors LLC | 0.06% | Reduce -1.9% | 13,069 | $4.2M |
| IFP Advisors, Inc | 0.15% | Add +2780.6% | 13,049 | $4.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.34% | Add +3.3% | 12,314 | $4.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.8% | 12,302 | $4.0M |
| First Horizon Advisors, Inc. | 0.11% | Add +3.3% | 12,293 | $4.0M |
| Global Retirement Partners, LLC | 0.12% | Add +2.7% | 12,008 | $3.9M |
| Alpha Cubed Investments, LLC | 0.17% | Reduce -8.2% | 11,832 | $3.8M |
| Flagship Private Wealth, LLC | 1.95% | Add +0.8% | 11,760 | $3.8M |
| MAI Capital Management | 0.04% | Reduce -5.4% | 11,502 | $3.7M |
| Horizon Investment Services, LLC | 1.58% | Reduce -0.4% | 11,488 | $3.7M |
| Brookstone Capital Management | 0.05% | Add +9.9% | 11,368 | $3.7M |
| AE Wealth Management LLC | 0.03% | Reduce -58.4% | 11,206 | $3.6M |
| Capstone Wealth Management Group, LLC | 2.08% | Reduce -52.9% | 10,926 | $3.5M |
| Forum Private Client Group LLC | 1.55% | Reduce -3.3% | 10,836 | $3.5M |
| Encompass Wealth Advisors, LLC | 0.87% | Add +0.8% | 10,781 | $3.5M |
| Checchi Capital Advisers, LLC | 0.25% | Reduce -50.0% | 10,549 | $3.4M |
| Pinnacle Bancorp, Inc. | 0.90% | Add +65.2% | 10,482 | $3.4M |
| Hilltop Wealth Advisors, LLC | 1.57% | Reduce -3.1% | 10,454 | $3.4M |
| Fisher Asset Management | 0.00% | Add +3.8% | 10,415 | $3.4M |
| Vanguard Group Inc. | 0.00% | Add +8.2% | 10,155 | $3.3M |
| Consolidated Portfolio Review Corp | 0.73% | Reduce -1.1% | 10,116 | $3.3M |
| D. E. Shaw & Co. | 0.00% | New | 9,959 | $3.2M |
| Main Street Financial Solutions, LLC | 0.29% | Reduce -0.6% | 9,695 | $3.1M |
| Silicon Valley Capital Partners | 0.40% | Reduce -3.8% | 9,544 | $3.1M |
| Ballentine Partners, LLC | 0.05% | Reduce -2.4% | 9,437 | $3.0M |
| 1900 Wealth Management LLC | 0.26% | Add +0.7% | 9,350 | $3.0M |
| Spirepoint Private Client, LLC | 0.39% | Add +7.9% | 9,235 | $3.0M |
| IHT Wealth Management, LLC | 0.08% | Add +41.5% | 9,238 | $3.0M |
| Richard P Slaughter Associates Inc | 0.69% | Reduce -11.5% | 9,180 | $3.0M |
| Bright Futures Wealth Management, LLC. | 1.41% | Reduce -1.2% | 8,847 | $2.9M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -14.2% | 9,033 | $2.9M |
| Accretive Wealth Partners, LLC | 1.21% | No change | 9,000 | $2.9M |
| Creative Financial Designs Inc. | 0.24% | Add +10.0% | 8,983 | $2.9M |
| Kovack Advisors, Inc. | 0.31% | Reduce -0.8% | 8,959 | $2.9M |
| Sheridan Capital Management, LLC | 2.03% | Add +0.2% | 8,945 | $2.9M |
| Breakwater Capital Group | 0.57% | Add +2.4% | 8,814 | $2.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +10.5% | 8,833 | $2.8M |
| Bank of Hawaii | 0.12% | Add +8.5% | 8,626 | $2.8M |
| Prosperity Wealth Management, Inc. | 1.11% | Add +40.1% | 8,579 | $2.8M |
| FSC Wealth Advisors, LLC | 1.97% | Reduce -31.6% | 8,524 | $2.7M |
| Fortis Group Advisors, LLC | 0.50% | Reduce -79.9% | 8,475 | $2.7M |
| Citadel Advisors | 0.00% | New | 8,314 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -6.2% | 8,288 | $2.7M |
| Advisor OS, LLC | 0.26% | Reduce -3.8% | 8,173 | $2.6M |
| CoreCap Advisors, LLC | 0.12% | New | 8,171 | $2.6M |
| Atria Investments, Inc | 0.03% | Add +3.9% | 8,021 | $2.6M |
| Valmark Advisers, Inc. | 0.04% | Add +2.1% | 8,017 | $2.6M |
| CIBC Private Wealth Group LLC | 0.00% | Add +17.8% | 7,998 | $2.6M |
| Americana Partners, LLC | 0.18% | No change | 7,997 | $2.6M |
| Etfidea, LLC | 0.81% | Reduce -0.8% | 7,954 | $2.6M |
| World Investment Advisors | 0.08% | Add +349.7% | 7,852 | $2.5M |
| Insigneo Advisory Services, LLC | 0.25% | Add +47.4% | 7,801 | $2.5M |
| BluePointe Capital Management, LLC | 1.57% | Reduce -10.2% | 7,512 | $2.4M |
| Nwam LLC | 0.15% | New | 7,501 | $2.4M |
| Fortune 45 LLC | 1.62% | Add +0.2% | 7,124 | $2.3M |
| Integrated Wealth Concepts LLC | 0.03% | Add +33.4% | 7,043 | $2.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -15.0% | 6,957 | $2.2M |
| Regal Investment Advisors LLC | 0.15% | Reduce -3.0% | 6,792 | $2.2M |
| TD Private Client Wealth LLC | 0.06% | Add +6.0% | 6,770 | $2.2M |
| Cherry Creek Investment Advisors, Inc. | 1.07% | Add +1.9% | 6,444 | $2.1M |
| Plancorp, LLC | 0.08% | Reduce -8.0% | 6,406 | $2.1M |
| Bessemer Group Inc. | 0.00% | No change | 6,400 | $2.1M |
| United Advisor Group, LLC | 0.46% | New | 6,376 | $2.1M |
| Good Life Advisors, LLC | 0.13% | Add +26.6% | 6,310 | $2.0M |
| Fifth Third Securities, Inc. | 0.19% | Reduce -7.3% | 6,312 | $2.0M |
| USAdvisors Wealth Management, LLC | 0.69% | Reduce -1.0% | 6,191 | $2.0M |
| N.E.W. Advisory Services LLC | 0.19% | Add +39.0% | 6,142 | $2.0M |
| HUB Investment Partners, LLC | 0.09% | Reduce -6.7% | 6,125 | $2.0M |
| Gladstone Institutional Advisory LLC | 0.10% | Reduce -73.7% | 6,120 | $2.0M |
| Procyon Advisors, LLC | 0.13% | Add +1.5% | 6,083 | $2.0M |
| Sovereign Financial Group, Inc. | 0.46% | Reduce -6.4% | 6,065 | $2.0M |
| Mgo One Seven LLC | 0.08% | Reduce -14.5% | 5,991 | $1.9M |
| Hilltop Holdings Inc. | 0.13% | Reduce -11.7% | 5,963 | $1.9M |
| Mfa Wealth Advisors, LLC | 0.42% | Reduce -94.1% | 5,953 | $1.9M |
| WNY Asset Management, LLC | 0.22% | Reduce -77.6% | 5,933 | $1.9M |
| Western Wealth Management, LLC | 0.11% | Add +218.3% | 5,889 | $1.9M |
| StoneX Group Inc. | 0.14% | Reduce -0.7% | 5,869 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Add +23.0% | 5,835 | $1.9M |
| Axxcess Wealth Management, LLC | 0.05% | Reduce -13.3% | 5,823 | $1.9M |
| Wealthspire Advisors, LLC | 0.02% | Add +22.6% | 5,799 | $1.9M |
| Keybank National Association | 0.01% | Reduce -3.7% | 5,683 | $1.8M |
| Redhawk Wealth Advisors, Inc. | 0.26% | Reduce -91.9% | 5,682 | $1.8M |
| Sigma Planning Corp | 0.06% | Reduce -17.9% | 5,672 | $1.8M |
| Garden State Investment Advisory Services LLC | 0.58% | Reduce -2.8% | 5,607 | $1.8M |
| MidAtlantic Capital Management, Inc. | 1.30% | Add +14.8% | 5,539 | $1.8M |
| Quantum Portfolio Management LLC | 0.96% | Reduce -31.5% | 5,527 | $1.8M |
| Balanced Rock Investment Advisors LLC | 1.38% | Reduce -2.3% | 5,453 | $1.8M |
| McClarren Financial Advisors, Inc. | 0.22% | Reduce -29.0% | 25,878 | $1.7M |
| Colorado Capital Management, Inc. | 0.83% | Add +111.4% | 5,240 | $1.7M |
| LifePlan Financial, LLC | 1.44% | Reduce -4.1% | 5,224 | $1.7M |
| Oxbow Advisors, LLC | 0.17% | No change | 5,200 | $1.7M |
| Silverlake Wealth Management LLC | 0.63% | Add +44.3% | 5,124 | $1.6M |
| Gilliland Jeter Wealth Management LLC | 0.53% | Add +0.2% | 5,066 | $1.6M |
| Jaffetilchin Investment Partners, LLC | 0.12% | Add +2.0% | 5,050 | $1.6M |
| Tudor Investment Corporation | 0.02% | New | 5,041 | $1.6M |
| CreativeOne Wealth, LLC | 0.05% | Add +185.5% | 4,971 | $1.6M |
| Money Concepts Capital Corp. | 0.12% | Add +5.0% | 4,936 | $1.6M |
| Bowman & Co S.C. | 0.84% | Add +0.2% | 4,929 | $1.6M |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -0.4% | 4,904 | $1.6M |
| Knightsbridge Asset Management, LLC | 0.35% | Add +1.9% | 4,776 | $1.5M |
| Rwa Wealth Partners, LLC | 0.02% | Add +0.1% | 4,768 | $1.5M |
| Steel Grove Capital Advisors, LLC | 0.21% | Reduce -2.5% | 4,760 | $1.5M |
| Eagle Strategies LLC | 0.27% | Reduce -28.0% | 4,727 | $1.5M |
| Worth Asset Management, LLC | 0.83% | Add +7.8% | 4,727 | $1.5M |
| Continuum Advisory, LLC | 0.19% | Add +11.4% | 4,446 | $1.5M |
| Flow Traders U.S. LLC | 0.08% | Reduce -38.7% | 4,664 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Add +11.2% | 4,513 | $1.5M |
| Clark Capital Management Group, Inc. | 0.01% | Add +20.6% | 4,527 | $1.5M |
| Venturi Wealth Management, LLC | 0.08% | New | 4,510 | $1.5M |
| Gray Wealth Management Inc. | 0.57% | Reduce -1.6% | 4,505 | $1.5M |
| Financial Advocates Investment Management | 0.08% | Reduce -63.9% | 4,692 | $1.4M |
| Csenge Advisory Group | 0.07% | Reduce -4.3% | 4,378 | $1.4M |
| Clearwater Capital Advisors, LLC | 0.14% | Reduce -2.4% | 4,416 | $1.4M |
| Corient Private Wealth LP | 0.00% | Add +17.2% | 4,411 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +40.3% | 4,398 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +40.3% | 4,398 | $1.4M |
| Crescent Grove Advisors, LLC | 0.14% | No change | 4,335 | $1.4M |
| Meridian Wealth Management, LLC | 0.07% | New | 4,330 | $1.4M |
| Brown Advisory Inc. | 0.00% | No change | 4,261 | $1.4M |
| Fee-Only Financial Planning, L.C. | 0.87% | No change | 4,200 | $1.4M |
| Willner & Heller, LLC | 1.20% | Reduce -0.8% | 4,197 | $1.4M |
| Wellspring Financial Advisors, LLC | 0.16% | Add +0.2% | 4,191 | $1.3M |
| Argent Trust Co | 0.06% | Reduce -1.5% | 4,177 | $1.3M |
| Carr Financial Group Corp | 0.40% | Reduce -7.7% | 4,177 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.14% | Reduce -31.5% | 4,152 | $1.3M |
| Old National Bancorp | 0.03% | Reduce -32.3% | 4,098 | $1.3M |
| Hollencrest Capital Management | 0.05% | Reduce -7.3% | 4,000 | $1.3M |
| LongView Wealth Management | 0.41% | Add +3.7% | 3,961 | $1.3M |
| Echo Wealth Management, LLC | 0.89% | Reduce -31.4% | 3,905 | $1.3M |
| Hoffman, Alan N Investment Management | 0.61% | Reduce -0.4% | 3,918 | $1.3M |
| FRG Family Wealth Advisors LLC | 0.23% | Reduce -56.2% | 3,913 | $1.3M |
| Aveo Capital Partners, LLC | 0.13% | Reduce -1.6% | 3,911 | $1.3M |
| Premier Path Wealth Partners, LLC | 0.20% | Add +32.0% | 3,904 | $1.3M |
| Nicolet Advisory Services, LLC | 0.12% | Reduce -6.4% | 3,956 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.1% | 3,878 | $1.2M |
| Lido Advisors, LLC | 0.01% | Reduce -1.4% | 3,873 | $1.2M |
| Liberty Wealth Management LLC | 0.21% | Reduce -1.6% | 3,858 | $1.2M |
| LifeSteps Financial, Inc. | 0.97% | Reduce -0.3% | 3,838 | $1.2M |
| Raymond James Trust N.A. | 0.03% | Reduce -45.2% | 3,835 | $1.2M |
| McAdam, LLC | 0.07% | Add +18.0% | 3,830 | $1.2M |
| Certuity, LLC | 0.13% | Reduce -40.7% | 3,777 | $1.2M |
| AlTi Global, Inc. | 0.03% | No change | 3,764 | $1.2M |
| Insight Advisors, LLC/ PA | 0.21% | Reduce -0.3% | 3,672 | $1.2M |
| Keystone Financial Group | 0.15% | New | 3,620 | $1.2M |
| &partners | 0.02% | Add +197.5% | 3,615 | $1.2M |
| Vontobel Holding Ltd. | 0.00% | Reduce -7.0% | 3,500 | $1.1M |
| Sage Mountain Advisors LLC | 0.10% | Add +0.1% | 3,479 | $1.1M |
| Marshall Wace, LLP | 0.00% | Add +25.3% | 3,465 | $1.1M |
| Advisory Services Network, LLC | 0.02% | No change | 3,538 | $1.1M |
| Parsons Capital Management Inc. | 0.07% | Add +2.4% | 3,430 | $1.1M |
| Turtle Creek Wealth Advisors, LLC | 0.22% | No change | 3,408 | $1.1M |
| Crown Wealth Group, LLC | 0.48% | Reduce -18.1% | 3,404 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +1.6% | 3,392 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -11.3% | 3,374 | $1.1M |
| Financial Counselors Inc. | 0.02% | Add +16.4% | 3,370 | $1.1M |
| Gateway Wealth Partners, LLC | 0.30% | Add +0.9% | 3,361 | $1.1M |
| Betterment LLC | 0.00% | Reduce -11.2% | 3,312 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +204.6% | 3,287 | $1.1M |
| High Net Worth Advisory Group LLC | 0.29% | No change | 3,264 | $1.1M |
| Farther Finance Advisors, LLC | 0.04% | Add +100.6% | 3,230 | $1.0M |
| Ridgepath Capital Management LLC | 0.83% | Reduce -6.4% | 3,229 | $1.0M |
| Belvedere Trading LLC | 0.06% | Reduce -69.5% | 3,112 | $1.0M |
| Detalus Advisors, LLC | 0.33% | Reduce -0.3% | 3,103 | $999K |
| Capital Investment Advisors, LLC | 0.02% | Add +31.3% | 3,089 | $994K |
| Townsquare Capital LLC | 0.01% | Reduce -29.2% | 3,053 | $983K |
| Well Done, LLC | 0.18% | No change | 3,040 | $979K |
| Quent Capital, LLC | 0.10% | Reduce -6.1% | 3,039 | $979K |
| Client 1ST Advisory Group, LLC | 0.38% | No change | 2,936 | $945K |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +31.4% | 2,923 | $941K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +0.1% | 2,897 | $933K |
| Weaver Consulting Group | 0.29% | No change | 2,881 | $928K |
| Prestige Wealth Management Group LLC | 0.19% | No change | 2,869 | $924K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Reduce -3.5% | 2,867 | $923K |
| Diversify Advisory Services, LLC | 0.05% | Reduce -11.7% | 2,784 | $918K |
| Tudor Financial Inc. | 0.56% | — | 2,834 | $912K |
| White Lighthouse Investment Management Inc. | 0.16% | Reduce -12.7% | 2,800 | $901K |
| Hartline Investment Corp./ | 0.11% | Reduce -2.5% | 2,790 | $898K |
| Concourse Financial Group Securities, Inc. | 0.05% | Add +5.1% | 2,731 | $879K |
| Koshinski Asset Management, Inc. | 0.08% | No change | 2,730 | $879K |
| NorthCoast Asset Management LLC | 0.01% | Add +2.9% | 2,695 | $868K |
| Legacy Financial Advisors, Inc. | 0.14% | Reduce -3.1% | 2,648 | $853K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.6% | 2,589 | $834K |
| WMS Partners, LLC | 0.05% | Add +202.7% | 2,588 | $833K |
| Westmount Partners, LLC | 0.24% | No change | 2,523 | $812K |
| Gries Financial LLC | 0.15% | Add +85.5% | 2,506 | $807K |
| Global Trust Asset Management, LLC | 0.30% | Add +53.8% | 2,501 | $805K |
| Florida Financial Advisors, LLC | 0.41% | Add +19.8% | 2,498 | $804K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -4.5% | 2,491 | $802K |
| Lazari Capital Management, Inc. | 0.34% | Reduce -2.0% | 2,483 | $799K |
| Wescott Financial Advisory Group, LLC | 0.09% | Add +0.0% | 2,465 | $794K |
| CENTRAL TRUST Co | 0.02% | Add +7.4% | 2,465 | $794K |
| Berger Financial Group, Inc | 0.06% | New | 2,462 | $793K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Add +4.0% | 2,458 | $791K |
| Heartwood Wealth Advisors LLC | 0.09% | Reduce -0.9% | 2,455 | $790K |
| Avalon Trust Co | 0.06% | Reduce -7.3% | 2,450 | $789K |
| Summit Investment Advisory Services, LLC | 0.42% | New | 2,443 | $786K |
| Investment Planning Advisors, Inc. | 0.40% | No change | 2,493 | $783K |
| Private Wealth Group, LLC | 0.39% | No change | 2,418 | $778K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -2.0% | 2,407 | $775K |
| Belpointe Asset Management LLC | 0.05% | Add +0.9% | 2,395 | $771K |
| Institute for Wealth Management, LLC. | 0.10% | Add +32.4% | 2,374 | $764K |
| Bank of Montreal | 0.00% | Add +6.7% | 2,379 | $762K |
| Financial Management Network Inc. | 0.16% | No change | 2,363 | $759K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -8.6% | 2,357 | $759K |
| Smith, Moore & Co. | 0.07% | Reduce -1.6% | 2,343 | $754K |
| Squire Investment Management Company, LLC | 0.36% | No change | 2,325 | $749K |
| Essex Financial Services, Inc. | 0.05% | Reduce -1.5% | 2,264 | $747K |
| Focus Financial Network, Inc. | 0.03% | Add +36.9% | 2,306 | $743K |
| PFG Advisors | 0.05% | Add +7.1% | 2,283 | $735K |
| Allworth Financial LP | 0.00% | Reduce -7.2% | 2,279 | $734K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +37.4% | 2,236 | $720K |
| Intrua Financial, LLC | 0.12% | No change | 2,225 | $716K |
| Summit Financial, LLC | 0.03% | Add +0.1% | 2,223 | $716K |
| Choate Investment Advisors | 0.02% | No change | 2,198 | $708K |
| Elevated Capital Advisors, LLC | 0.19% | Reduce -1.0% | 2,172 | $699K |
| Colton Groome Financial Advisors, LLC | 0.26% | Reduce -2.5% | 2,141 | $689K |
| Buttonwood Financial Advisors Inc. | 0.30% | Reduce -0.5% | 2,126 | $684K |
| Vantage Financial Partners, LLC | 0.17% | Add +0.2% | 2,109 | $679K |
| Adero Partners, LLC | 0.04% | No change | 2,062 | $664K |
| Pinion Investment Advisors, LLC | 0.28% | Reduce -1.1% | 2,049 | $660K |
| Summit Wealth Partners, LLC | 0.13% | No change | 2,043 | $658K |
| Compound Planning, Inc. | 0.04% | Reduce -2.1% | 2,041 | $657K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -7.8% | 2,037 | $656K |
| Pegasus Partners Ltd. | 0.06% | Add +12.1% | 2,015 | $649K |
| PrairieView Partners, LLC | 0.07% | No change | 1,988 | $640K |
| Rodgers & Associates, LTD | 0.08% | Reduce -2.0% | 1,974 | $636K |
| Accurate Wealth Management, LLC | 0.13% | Reduce -5.0% | 1,945 | $632K |
| Legacy Advisory Services, LLC | 0.54% | Reduce -2.2% | 1,962 | $632K |
| FAS Wealth Partners, Inc. | 0.05% | No change | 1,953 | $629K |
| Mitchell McLeod Pugh & Williams Inc. | 0.13% | Reduce -0.9% | 1,951 | $628K |
| Altfest L J & Co. Inc. | 0.08% | No change | 1,945 | $626K |
| Signet Financial Management, LLC | 0.08% | Add +0.1% | 1,944 | $626K |
| Stonebridge Financial Planning Group, LLC | 0.30% | Add +10.1% | 1,943 | $626K |
| Strategic Blueprint, LLC | 0.04% | Add +2.2% | 1,933 | $622K |
| Spire Wealth Management | 0.02% | Reduce -17.9% | 1,927 | $621K |
| Campbell Wealth Management | 0.06% | New | 1,927 | $620K |
| Pennsylvania Capital Management Inc. | 0.22% | Add +6.4% | 1,925 | $620K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +3.8% | 1,908 | $614K |
| Acorn Financial Advisory Services Inc. | 0.11% | Add +0.1% | 1,874 | $603K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.4% | 1,865 | $600K |
| Sound Income Strategies, LLC | 0.04% | Add +222.5% | 1,848 | $595K |
| Measured Wealth Private Client Group, LLC | 0.20% | No change | 1,837 | $592K |
| Dana Investment Advisors, Inc. | 0.02% | Add +22.2% | 1,837 | $591K |
| Embree Financial Group | 0.11% | Reduce -1.0% | 1,835 | $591K |
| Howe & Rusling Inc. | 0.05% | Add +77.2% | 1,823 | $587K |
| Beaumont Financial Advisors, LLC | 0.05% | Add +0.1% | 1,819 | $586K |
| Modern Wealth Management, LLC | 0.04% | Reduce -0.4% | 1,802 | $580K |
| Aptus Capital Advisors, LLC | 0.01% | Add +84.1% | 1,773 | $571K |
| Berkshire Asset Management LLC | 0.03% | No change | 1,769 | $556K |
| Trivium Point Advisory, LLC | 0.08% | Add +3.6% | 1,627 | $554K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 1,718 | $553K |
| Latitude Advisors, LLC | 0.31% | Add +22.4% | 1,702 | $548K |
| Bailard, Inc. | 0.01% | No change | 1,700 | $547K |
| Axiom Advisory, LLC | 0.01% | Add +0.3% | 1,728 | $547K |
| Financial Freedom, LLC | 0.28% | Add +11.4% | 1,671 | $538K |
| Wealthstream Advisors, Inc. | 0.10% | No change | 1,671 | $538K |
| Sicart Associates LLC | 0.18% | Add +93.1% | 1,624 | $523K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -1.5% | 1,623 | $523K |
| JGP Wealth Management, LLC | 0.07% | No change | 1,620 | $522K |
| Carroll Investors, Inc | 0.34% | Reduce -0.4% | 1,618 | $521K |
| Principal Securities, Inc. | 0.01% | Add +9.4% | 1,610 | $518K |
| Cassady Schiller Wealth Management, LLC | 0.19% | No change | 1,603 | $516K |
| Venture Visionary Partners LLC | 0.02% | Add +0.1% | 1,589 | $511K |
| RDA Financial Network | 0.16% | Add +1.9% | 1,583 | $510K |
| Fortis Capital Advisors, LLC | 0.17% | No change | 1,578 | $508K |
| Park Avenue Securities LLC | 0.01% | Add +29.9% | 1,575 | $507K |
| Maryland Capital Advisors Inc. | 0.25% | No change | 1,570 | $505K |
| Lwmg, LLC | 0.10% | No change | 1,562 | $503K |
| Bell Bank | 0.06% | Reduce -4.5% | 1,555 | $501K |
| Jefferies Financial Group Inc. | 0.01% | Add +12.0% | 1,550 | $499K |
| Richardson Financial Services Inc. | 0.32% | No change | 1,583 | $497K |
| ProVise Management Group, LLC | 0.04% | Reduce -2.2% | 1,534 | $494K |
| Tiaa Trust, National Association | 0.00% | Reduce -5.2% | 1,532 | $493K |
| M3 Advisory Group, LLC | 0.36% | Add +16.3% | 1,530 | $493K |
| Simmons Bank | 0.04% | No change | 1,525 | $491K |
| Roundview Capital LLC | 0.04% | Add +0.1% | 1,519 | $489K |
| Matthew Goff Investment Advisor, LLC | 0.09% | No change | 1,518 | $489K |
| Rothschild Wealth LLC | 0.15% | Reduce -0.7% | 1,515 | $488K |
| Sage Investment Advisers LLC | 0.51% | No change | 1,502 | $484K |
| CVA Family Office, LLC | 0.08% | Add +0.1% | 1,501 | $483K |
| Canvas Wealth Advisors, LLC | 0.13% | No change | 1,501 | $483K |
| Aurora Private Wealth, Inc. | 0.38% | Add +30.2% | 1,501 | $483K |
| Cozad Asset Management Inc. | 0.05% | No change | 1,498 | $482K |
| Avestar Capital, LLC | 0.05% | Add +0.7% | 1,480 | $476K |
| Empower Advisory Group, LLC | 0.00% | Add +0.1% | 1,469 | $473K |
| Jane Street Group, LLC | 0.00% | New | 1,448 | $466K |
| City State Bank | 0.17% | Add +5.9% | 1,437 | $463K |
| Bey-Douglas LLC | 0.40% | Reduce -8.7% | 1,418 | $456K |
| Mason & Associates, LLC | 0.14% | Reduce -1.9% | 1,409 | $454K |
| SOA Wealth Advisors, LLC. | 0.08% | Add +0.1% | 1,382 | $445K |
| Cape Investment Advisory, Inc. | 0.18% | Reduce -6.2% | 1,374 | $442K |
| Traynor Capital Management, Inc. | 0.04% | New | 1,371 | $441K |
| Fort Sheridan Advisors LLC | 0.07% | Add +7.0% | 1,370 | $441K |
| Platform Technology Partners | 0.14% | Reduce -6.0% | 1,369 | $441K |
| American Planning Services, Inc. | 0.35% | No change | 1,364 | $439K |
| CWC Advisors, LLC. | 0.43% | — | 1,364 | $439K |
| Investors Research Corp | 0.10% | No change | 1,362 | $438K |
| Franklin Resources Inc. | 0.00% | Reduce -16.8% | 1,309 | $430K |
| Mindset Wealth Management, LLC | 0.18% | — | 1,328 | $428K |
| AQR Capital Management | 0.00% | Add +14.4% | 1,315 | $423K |
| Hazlett, Burt & Watson, Inc. | 0.19% | Add +8.5% | 1,299 | $418K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.2% | 1,294 | $417K |
| Stonegate Investment Group, LLC | 0.01% | No change | 1,293 | $416K |
| Cibc World Market Inc. | 0.00% | Reduce -24.1% | 1,287 | $414K |
| Glenview Trust Co | 0.01% | Reduce -3.0% | 1,285 | $414K |
| Swisher Financial Concepts, Inc. | 0.26% | New | 1,280 | $406K |
| UMB Bank, n.a. | 0.01% | Reduce -8.0% | 1,259 | $405K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -3.1% | 1,257 | $405K |
| Pure Financial Advisors, LLC | 0.01% | Add +10.2% | 1,256 | $404K |
| Jackson Square Capital, LLC | 0.10% | No change | 1,252 | $403K |
| Oarsman Capital, Inc. | 0.07% | No change | 1,245 | $401K |
| First Affirmative Financial Network | 0.22% | No change | 1,243 | $400K |
| Pitcairn Co. | 0.02% | Reduce -7.5% | 1,243 | $400K |
| Sfm, LLC | 0.30% | No change | 1,237 | $398K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +0.1% | 1,237 | $398K |
| Keb Asset Management, LLC | 0.12% | Reduce -11.7% | 1,235 | $398K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -2.1% | 1,230 | $396K |
| Baker Avenue Asset Management, LP | 0.01% | New | 1,225 | $394K |
| Lane & Associates LLC | 0.21% | New | 1,221 | $393K |
| Optivise Advisory Services LLC | 0.20% | Reduce -6.3% | 1,209 | $389K |
| Oppenheimer & Co. Inc. | 0.01% | Add +14.5% | 1,202 | $387K |
| OxenFree Capital LLC | 0.30% | Add +1.4% | 1,200 | $386K |
| Heritage Investment Group, Inc. | 0.07% | No change | 1,195 | $385K |
| Pettyjohn, Wood & White, Inc. | 0.07% | No change | 1,187 | $382K |
| MWA Asset Management | 0.25% | Reduce -3.0% | 1,186 | $382K |
| Hubbell Strickland Wealth Management, LLC | 0.18% | Add +0.3% | 1,184 | $381K |
| New England Private Wealth Advisors LLC | 0.06% | Add +0.3% | 1,176 | $378K |
| Monetary Management Group Inc. | 0.10% | Add +11.9% | 1,175 | $378K |
| Marathon Mission, Inc. | 0.26% | No change | 1,168 | $376K |
| Trevian Wealth Management LLC | 0.31% | New | 1,169 | $376K |
| Castle Rock Wealth Management, LLC | 0.09% | Add +0.1% | 1,166 | $373K |
| National Wealth Management Group, LLC | 0.25% | Add +1.7% | 1,156 | $372K |
| Birch Hill Investment Advisors LLC | 0.02% | No change | 1,151 | $371K |
| Schechter Investment Advisors, LLC | 0.03% | Reduce -7.2% | 1,146 | $369K |
| Sterling Investment Counsel, LLC | 0.13% | Reduce -2.0% | 1,145 | $369K |
| Proficio Capital Partners LLC | 0.04% | No change | 1,145 | $369K |
| AdvisorNet Financial, Inc | 0.03% | Add +40.4% | 1,143 | $368K |
| PFG Investments, LLC | 0.02% | Add +10.1% | 1,140 | $367K |
| Patten Group, Inc. | 0.08% | Reduce -0.4% | 1,140 | $367K |
| Wedbush Securities Inc. | 0.01% | Add +33.1% | 1,134 | $365K |
| Dover Advisors, LLC | 0.21% | No change | 1,131 | $364K |
| Dopkins Wealth Management, LLC | 0.29% | Reduce -51.8% | 1,126 | $363K |
| Cary Street Partners Asset Management LLC | 0.05% | No change | 1,126 | $363K |
| Traphagen Investment Advisors LLC | 0.04% | No change | 1,122 | $361K |
| HBW Advisory Services LLC | 0.05% | Reduce -16.2% | 1,116 | $359K |
| Ascent Group, LLC | 0.03% | Add +0.5% | 1,109 | $357K |
| Waldron Private Wealth LLC | 0.01% | No change | 1,094 | $352K |
| Buska Wealth Management, LLC | 0.12% | Reduce -4.2% | 1,092 | $352K |
| Perigon Wealth Management, LLC | 0.01% | New | 1,088 | $350K |
| Hilltop Partners LLC | 0.12% | New | 1,082 | $348K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 1,081 | $348K |
| Estate Counselors, LLC | 0.04% | Reduce -73.6% | 1,080 | $348K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Add +0.1% | 1,080 | $348K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -13.3% | 1,079 | $347K |
| Shepherd Financial Partners LLC | 0.04% | Add +1.8% | 1,078 | $347K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -1.2% | 1,063 | $342K |
| Channel Wealth LLC | 0.11% | Add +1.3% | 1,056 | $340K |
| Summit X, LLC | 0.08% | New | 1,075 | $338K |
| Monument Group Wealth Advisors, LLC | 0.20% | Add +0.1% | 1,017 | $328K |
| Wealth Group Ltd | 0.09% | Reduce -1.8% | 1,008 | $325K |
| 49 Wealth Management, LLC | 0.05% | Add +7.9% | 1,007 | $324K |
| Lauterbach Financial Advisors, LLC | 0.20% | Add +0.1% | 1,005 | $324K |
| VitalStone Financial, LLC | 0.22% | Add +109.6% | 1,002 | $323K |
| First Pacific Financial | 0.08% | New | 997 | $321K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.08% | Reduce -9.1% | 995 | $320K |
| Commerce Bank | 0.00% | No change | 994 | $320K |
| Vertex Planning Partners, LLC | 0.08% | No change | 980 | $316K |
| Sax Wealth Advisors, LLC | 0.03% | New | 973 | $313K |
| Aspen Wealth Management LLC | 0.10% | Add +0.1% | 973 | $313K |
| GSG Advisors LLC | 0.10% | No change | 981 | $311K |
| Davidson Trust Co. | 0.16% | No change | 960 | $309K |
| Davidson Investment Advisors | 0.01% | No change | 960 | $309K |
| Elevation Capital Advisory, LLC | 0.14% | Reduce -97.0% | 957 | $308K |
| Mitchell Capital Management Co. | 0.05% | No change | 957 | $308K |
| Aprio Wealth Management, LLC | 0.05% | Add +1.3% | 945 | $304K |
| Trexquant Investment LP | 0.00% | New | 943 | $304K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -17.1% | 928 | $299K |
| Evergreen Capital Management LLC | 0.01% | No change | 921 | $297K |
| Planning Directions Inc. | 0.18% | Reduce -25.4% | 916 | $295K |
| Clear Creek Financial Management, LLC | 0.03% | Add +17.0% | 914 | $294K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.2% | 892 | $293K |
| OneAscent Wealth Management LLC | 0.11% | New | 907 | $292K |
| St Germain D J Co. Inc. | 0.01% | Reduce -9.1% | 905 | $291K |
| Northeast Financial Consultants Inc | 0.01% | No change | 904 | $291K |
| Spectrum Planning & Advisory Services Inc. | 0.28% | No change | 898 | $289K |
| Retirement Income Solutions, Inc. | 0.07% | Reduce -25.6% | 896 | $288K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +1.6% | 894 | $288K |
| 180 Wealth Advisors, LLC | 0.04% | No change | 884 | $285K |
| Signal Advisors Wealth, LLC | 0.04% | New | 882 | $284K |
| CGN Advisors LLC | 0.03% | Add +9.8% | 874 | $282K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -2.4% | 871 | $280K |
| Advisory Alpha, LLC | 0.01% | Reduce -8.2% | 869 | $280K |
| Anchor Investment Management, LLC | 0.03% | Reduce -10.3% | 868 | $279K |
| UNIVEST FINANCIAL Corp | 0.02% | No change | 867 | $279K |
| Palisade Asset Management, LLC | 0.03% | New | 861 | $277K |
| Zacks Investment Management | 0.00% | Add +1.4% | 859 | $276K |
| Rf&l Wealth Management, LLC | 0.19% | No change | 855 | $275K |
| WMG Financial Advisors, LLC | 0.12% | No change | 849 | $273K |
| Sollinda Capital Management LLC | 0.08% | Reduce -88.8% | 847 | $273K |
| Jacobi Capital Management LLC | 0.02% | Add +20.1% | 841 | $271K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -28.2% | 841 | $271K |
| MV Capital Management, Inc. | 0.03% | No change | 835 | $269K |
| Waverly Advisors, LLC | 0.01% | No change | 835 | $269K |
| AMG National Trust Bank | 0.01% | Reduce -12.6% | 830 | $267K |
| Financial Alternatives, Inc | 0.19% | No change | 828 | $267K |
| Legacy Investment Solutions, LLC | 0.16% | — | 780 | $265K |
| Legacy Wealth Managment, LLC | 0.16% | — | 780 | $265K |
| Guidance Capital, Inc. | 0.08% | Add +0.3% | 809 | $265K |
| Sunburst Financial Group, LLC | 0.07% | Add +0.1% | 817 | $263K |
| Peachtree Investment Partners, LLC | 0.10% | No change | 814 | $262K |
| Mayfair Advisory Group, LLC | 0.16% | No change | 813 | $261K |
| Provident Wealth Management, LLC | 0.09% | No change | 804 | $259K |
| Manchester Financial Inc. | 0.06% | Reduce -1.1% | 803 | $259K |
| Ritholtz Wealth Management | 0.01% | No change | 797 | $257K |
| Total Investment Management Inc. | 0.03% | Reduce -10.7% | 797 | $257K |
| Retirement Guys Formula LLC | 0.12% | Reduce -23.2% | 792 | $255K |
| Concorde Asset Management, LLC | 0.14% | Reduce -0.6% | 788 | $254K |
| PGIM Custom Harvest LLC | 0.01% | New | 784 | $252K |
| Brown Wealth Management, LLC | 0.09% | New | 781 | $251K |
| First Financial Bankshares Inc | 0.01% | Add +6.0% | 778 | $250K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -1.0% | 775 | $250K |
| XML Financial, LLC | 0.02% | Add +0.3% | 771 | $248K |
| Allianz SE | 0.01% | No change | 767 | $247K |
| CPC Advisors, LLC | 0.04% | Reduce -2.2% | 766 | $247K |
| Apexium Financial, LP | 0.02% | No change | 762 | $245K |
| Morton Capital Management LLC | 0.05% | Reduce -49.6% | 758 | $244K |
| MSH Capital Advisors LLC | 0.07% | Reduce -21.7% | 754 | $243K |
| Welch Group, LLC | 0.01% | No change | 747 | $241K |
| Advisors Capital Management, LLC | 0.00% | Add +10.6% | 744 | $240K |
| Wedmont Private Capital | 0.01% | No change | 747 | $237K |
| Resurgent Financial Advisors LLC | 0.14% | Add +14.3% | 733 | $236K |
| Fielder Capital Group LLC | 0.08% | No change | 731 | $235K |
| LS Investment Advisors, LLC | 0.03% | New | 730 | $235K |
| Trilogy Capital Inc. | 0.01% | Add +7.3% | 730 | $235K |
| Diversified Trust Co. | 0.01% | No change | 730 | $235K |
| Kaydan Wealth Management, Inc. | 0.07% | No change | 729 | $235K |
| Carmel Capital Partners, LLC | 0.09% | No change | 717 | $231K |
| Aspiriant, LLC | 0.01% | No change | 714 | $230K |
| Ridgewood Investments LLC | 0.11% | No change | 713 | $230K |
| Maia Wealth LLC | 0.06% | New | 697 | $228K |
| Triton Financial Group Inc | 0.15% | Add +2.3% | 707 | $228K |
| Strategic Investment Solutions, Inc. | 0.07% | Add +0.1% | 705 | $227K |
| Rice Partnership, LLC | 0.05% | No change | 705 | $227K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 705 | $226K |
| Titleist Asset Management, LLC | 0.03% | Add +3.5% | 701 | $226K |
| DAVENPORT & Co LLC | 0.00% | New | 700 | $225K |
| Citigroup Inc. | 0.00% | Reduce -1.6% | 692 | $223K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +0.1% | 683 | $220K |
| Indiana Trust & Investment Management Co | 0.07% | No change | 680 | $219K |
| Darden Wealth Group Inc | 0.16% | Reduce -3.3% | 674 | $217K |
| One Wealth Management Investment & Advisory Services, LLC | 0.38% | Reduce -6.4% | 669 | $215K |
| CIC Wealth, LLC | 0.06% | New | 663 | $213K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 659 | $212K |
| Seven Springs Wealth Group, LLC | 0.08% | No change | 657 | $212K |
| Mission Wealth Management, LP | 0.01% | Reduce -1.5% | 646 | $208K |
| HM Payson & Co. | 0.00% | No change | 646 | $208K |
| German American Bancorp, Inc. | 0.02% | No change | 642 | $207K |
| Bristlecone Advisors, LLC | 0.02% | No change | 640 | $206K |
| Onyx Financial Advisors, LLC | 0.11% | New | 633 | $204K |
| Brighton Jones LLC | 0.01% | New | 630 | $203K |
| Owen LaRue, LLC | 0.11% | New | 630 | $203K |
| Fairscale Capital, LLC | 0.17% | No change | 614 | $198K |
| Smithfield Trust Co | 0.01% | No change | 592 | $191K |
| First Command Advisory Services, Inc. | 0.00% | No change | 575 | $185K |
| Fifth Third Bancorp | 0.00% | No change | 569 | $183K |
| Jackson, Grant Investment Advisers, Inc. | 0.07% | New | 568 | $183K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -40.6% | 562 | $181K |
| Blue Trust, Inc. | 0.00% | No change | 556 | $175K |
| Concord Wealth Partners | 0.03% | Add +0.2% | 538 | $173K |
| National Bank of Canada | 0.00% | No change | 523 | $168K |
| Quadrant Capital Group LLC | 0.01% | Add +870.6% | 495 | $159K |
| S.A. Mason LLC | 0.08% | No change | 485 | $156K |
| Hexagon Capital Partners LLC | 0.03% | No change | 478 | $154K |
| Barclays PLC | 0.00% | No change | 477 | $154K |
| Larson Financial Group LLC | 0.01% | Add +0.2% | 450 | $145K |
| First Community Trust NA | 0.12% | New | 446 | $144K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 429 | $138K |
| Financial Gravity Companies, Inc. | 0.04% | — | 421 | $136K |
| International Assets Investment Management, LLC | 0.01% | No change | 401 | $129K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -13.7% | 385 | $124K |
| Highline Wealth Partners LLC | 0.04% | No change | 375 | $121K |
| Blue Chip Partners, LLC | 0.01% | Add +0.3% | 369 | $119K |
| Planning Capital Management Corp | 0.08% | New | 367 | $118K |
| Northwest Financial Advisors | 0.09% | New | 362 | $117K |
| Headlands Technologies LLC | 0.01% | New | 361 | $116K |
| Park Place Capital Corp | 0.03% | No change | 350 | $113K |
| Activest Wealth Management | 0.03% | Add +45.2% | 350 | $113K |
| Parallel Advisors, LLC | 0.00% | No change | 318 | $102K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +0.3% | 318 | $102K |
| Coppell Advisory Solutions LLC | 0.01% | Add +525.5% | 319 | $102K |
| Private Trust Co. NA | 0.01% | Add +2.7% | 307 | $99K |
| Vestor Capital, LLC | 0.01% | New | 303 | $98K |
| Optimum Investment Advisors | 0.04% | No change | 300 | $97K |
| BOCHK Asset Management Ltd | 0.03% | Reduce -80.0% | 300 | $97K |
| Evermay Wealth Management LLC | 0.02% | No change | 300 | $97K |
| Aspire Private Capital, LLC | 0.02% | No change | 294 | $95K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 288 | $93K |
| Addison Advisors LLC | 0.03% | No change | 283 | $91K |
| Kiely Wealth Advisory Group, Inc. | 0.06% | No change | 267 | $91K |
| Capital Analysts, LLC | 0.00% | No change | 272 | $88K |
| Trust Co. of Vermont | 0.00% | No change | 262 | $84K |
| SouthState Bank Corp | 0.01% | No change | 250 | $80K |
| Chesapeake Asset Management LLC | 0.07% | No change | 250 | $80K |
| Aspire Wealth Management Corp | 0.04% | Add +12.9% | 227 | $73K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Reduce -10.3% | 219 | $70K |
| Bogart Wealth, LLC | 0.00% | No change | 205 | $66K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | No change | 200 | $64K |
| Citizens National Bank Trust Department | 0.01% | No change | 200 | $64K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 193 | $62K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.6% | 184 | $59K |
| Field & Main Bank | 0.02% | Reduce -36.4% | 175 | $56K |
| Cranbrook Wealth Management, LLC | 0.01% | New | 171 | $55K |
| Valley National Advisers Inc. | 0.01% | New | 171 | $55K |
| McIlrath & Eck, LLC | 0.01% | No change | 169 | $55K |
| Winch Advisory Services, LLC | 0.01% | No change | 166 | $54K |
| Dunhill Financial, LLC | 0.03% | Add +0.6% | 161 | $52K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 150 | $48K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 148 | $48K |
| Bfsg, LLC | 0.01% | Add +386.7% | 146 | $47K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 143 | $46K |
| Pittenger & Anderson Inc. | 0.00% | No change | 120 | $39K |
| Glassman Wealth Services | 0.01% | Reduce -30.2% | 111 | $36K |
| AllSquare Wealth Management LLC | 0.02% | No change | 111 | $36K |
| Redmont Wealth Advisors LLC | 0.06% | No change | 110 | $35K |
| Pineridge Advisors LLC | 0.01% | Reduce -33.7% | 108 | $35K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 109 | $34K |
| Bangor Savings Bank | 0.00% | Reduce -16.0% | 105 | $34K |
| Copley Financial Group, Inc. | 0.03% | — | 103 | $33K |
| Peterson Financial Group, Inc. | 0.13% | New | 103 | $33K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 100 | $32K |
| Rothschild Investment LLC | 0.00% | No change | 100 | $32K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 100 | $32K |
| Clearstead Advisors, LLC | 0.00% | No change | 97 | $31K |
| Key Financial Inc | 0.01% | No change | 91 | $29K |
| WFA of San Diego, LLC | 0.02% | No change | 85 | $27K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 85 | $27K |
| PFG Private Wealth Management, LLC | 0.02% | Add +5.1% | 83 | $27K |
| Sandy Spring Bank | 0.00% | Reduce -47.8% | 82 | $26K |
| Financial Network Wealth Advisors LLC | 0.02% | Reduce -80.0% | 79 | $25K |
| Gables Capital Management Inc. | 0.01% | No change | 79 | $25K |
| NBT Bank, N.A. | 0.00% | No change | 75 | $24K |
| Founders Financial Alliance, LLC | 0.01% | No change | 74 | $24K |
| TD Waterhouse Canada Inc. | 0.00% | Add +7.1% | 75 | $24K |
| Ancora Advisors LLC | 0.00% | No change | 63 | $20K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 61 | $20K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 60 | $19K |
| Cardiff Park Advisors, LLC | 0.00% | New | 60 | $19K |
| New Republic Capital, LLC | 0.01% | No change | 56 | $18K |
| Rogco, LP | 0.01% | Add +42.1% | 54 | $17K |
| Global Financial Private Client, LLC | 0.01% | No change | 52 | $17K |
| Flaharty Asset Management, LLC | 0.00% | New | 50 | $16K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 50 | $16K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 48 | $15K |
| Montag A & Associates Inc. | 0.00% | New | 46 | $15K |
| Your Advocates Ltd., LLP | 0.01% | Reduce -80.0% | 45 | $14K |
| Lanark Financial, Inc. | 0.00% | New | 45 | $14K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 42 | $13K |
| Legend Financial Advisors, Inc. | 0.01% | No change | 40 | $13K |
| North Star Investment Management Corp. | 0.00% | No change | 39 | $13K |
| EnRich Financial Partners LLC | 0.00% | New | 27 | $9K |
| Eastern Bank | 0.00% | New | 27 | $9K |
| Abound Wealth Management | 0.00% | No change | 26 | $8K |
| PSI Advisors, LLC | 0.00% | Reduce -68.0% | 25 | $8K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 25 | $8K |
| BNP Paribas Financial Markets | 0.00% | Reduce -48.7% | 20 | $6K |
| Rakuten Securities, Inc. | 0.00% | Add +1800.0% | 19 | $6K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 19 | $6K |
| Signaturefd, LLC | 0.00% | No change | 15 | $5K |
| Fourpath Capital Management, LLC | 0.00% | New | 14 | $5K |
| Hantz Financial Services, Inc. | 0.00% | New | 9 | $3K |
| Sawyer & Company, Inc | 0.00% | No change | 7 | $2K |
| Roble, Belko & Company, Inc | 0.00% | No change | 2 | $1K |
| TruNorth Capital Management, LLC | 0.00% | No change | 3 | $966 |
| FWL Investment Management, LLC | 0.00% | No change | 1 | $322 |
| Tucker Asset Management LLC | 0.00% | No change | 1 | $322 |
"% 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.