Vngrd Mrgstr MG CP GR ETF-UiMGKETF
13F holders, Q4 2024 (December 31)839holders +92
72new positions
33sold out
5famous investors
$343.29avg. 13F price*
At the end of Q4 2024, 839 institutions reported holding Vngrd Mrgstr MG CP GR ETF-Ui (MGK) in their 13F filings, up 92 from Q3 2024. 72 opened new positions and 33 sold out. The largest holders were Assetmark, Inc. ($2.6B), Cassaday & Co Wealth Management LLC ($1.2B) and Morgan Stanley ($737.6M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q4 2024)
- CUSIP
- 921910816
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $104.9M |
| Exits | 33 | $313.9M |
All 13F filers, Q3 2024 → Q4 2024: 1,642,604 shares bought and 1,817,550 shares sold, net −174,946 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 839 holders
| Assetmark, Inc. | 6.96% | Add +0.1% | 7,458,464 | $2.6B |
| Cassaday & Co Wealth Management LLC | 33.52% | Add +0.1% | 3,577,296 | $1.2B |
| Morgan Stanley | 0.05% | Add +9.0% | 2,147,853 | $737.6M |
| Bank of America Corp. | 0.06% | Reduce -2.5% | 1,863,480 | $639.9M |
| Captrust Financial Advisors | 1.61% | Add +2.7% | 1,637,452 | $562.3M |
| Howard Capital Management, LLC | 8.60% | Reduce -0.3% | 1,612,707 | $553.8M |
| LPL Financial LLC | 0.15% | Add +14.5% | 1,080,875 | $371.2M |
| Angeles Investment Advisors, LLC | 13.82% | Reduce -2.0% | 835,890 | $287.1M |
| UBS Group AG | 0.06% | Reduce -1.8% | 817,246 | $280.7M |
| Wells Fargo & Company | 0.07% | Reduce -15.3% | 792,058 | $272.0M |
| Ameriprise Financial Inc. | 0.06% | Add +23.6% | 714,135 | $245.3M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -7.0% | 705,720 | $242.4M |
| PNC Financial Services Group, Inc. | 0.13% | Reduce -0.9% | 560,710 | $192.6M |
| Angeles Wealth Management, LLC | 14.68% | Add +5.3% | 518,675 | $178.1M |
| Royal Bank of Canada | 0.03% | Add +6.5% | 432,793 | $148.6M |
| Cerity Partners LLC | 0.29% | Add +3.2% | 394,571 | $135.5M |
| Comerica Bank | 0.52% | Reduce -4.9% | 375,073 | $128.8M |
| Prime Capital Investment Advisors, LLC | 1.60% | Reduce -4.7% | 321,569 | $110.4M |
| Facet Wealth, Inc. | 2.73% | Add +1.6% | 295,312 | $103.0M |
| Commonwealth Equity Services, LLC | 0.14% | Add +3.5% | 269,694 | $92.6M |
| Means Investment Co., Inc. | 9.38% | Reduce -0.9% | 262,363 | $90.1M |
| Petredis Investment Advisors LLC | 9.21% | Add +3.2% | 259,521 | $89.1M |
| Portfolio Strategies, Inc. | 12.50% | Reduce -1.6% | 256,421 | $88.0M |
| Osaic Holdings, Inc. | 0.19% | Reduce -3.9% | 251,220 | $86.3M |
| HighTower Advisors, LLC | 0.12% | Add +0.8% | 249,449 | $85.7M |
| Merit Financial Group, LLC | 1.51% | Add +12.2% | 244,655 | $84.0M |
| Two Sigma Investments, LP | 0.20% | Add +34.4% | 236,600 | $81.3M |
| Raymond James Financial Inc. | 0.03% | — | 232,633 | $79.9M |
| Rockefeller Capital Management L.P. | 0.21% | Reduce -0.3% | 230,734 | $79.2M |
| Stifel Financial Corp. | 0.07% | Add +1.6% | 196,659 | $67.5M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +3.9% | 183,700 | $63.1M |
| MML Investors Services, LLC | 0.22% | Reduce -9.0% | 182,544 | $62.7M |
| Falcon Wealth Planning | 6.73% | Add +4.7% | 175,886 | $60.4M |
| Gratus Wealth Advisors, LLC | 9.48% | Add +0.0% | 172,498 | $59.2M |
| IFC Advisors LLC | 12.59% | — | 168,232 | $57.8M |
| CX Institutional | 2.26% | Add +16.8% | 165,583 | $56.9M |
| Black Diamond Financial, LLC | 8.46% | Add +6.5% | 164,395 | $56.5M |
| Mariner, LLC | 0.09% | Add +43.6% | 159,114 | $54.6M |
| Hengehold Capital Management LLC | 4.99% | Reduce -7.0% | 154,281 | $53.0M |
| Cetera Investment Advisers | 0.11% | Add +1.8% | 150,561 | $51.7M |
| Beacon Capital Management, LLC | 6.48% | Add +10.8% | 144,925 | $49.8M |
| Creative Planning | 0.05% | Reduce -1.8% | 140,202 | $48.1M |
| Strategic Investment Advisors / MI | 4.98% | Add +1.0% | 136,645 | $46.9M |
| Leelyn Smith, LLC | 8.33% | Reduce -1.7% | 136,217 | $46.8M |
| Janney Montgomery Scott LLC | 0.12% | Add +0.2% | 126,996 | $43.6M |
| Piedmont Capital Management, LLC | 26.08% | Add +1.6% | 126,385 | $43.3M |
| Bernardo Wealth Planning LLC | 9.69% | Reduce -2.0% | 119,000 | $40.5M |
| Leavell Investment Management, Inc. | 1.95% | Add +2.9% | 115,811 | $39.8M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Reduce -5.3% | 112,374 | $38.6M |
| RFP Financial Group LLC | 14.75% | Reduce -7.6% | 110,085 | $37.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -3.1% | 105,802 | $36.3M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +2.8% | 105,115 | $36.1M |
| FC Advisory LLC | 11.56% | Reduce -3.6% | 100,440 | $34.5M |
| One Capital Management, LLC | 1.13% | Reduce -1.7% | 99,347 | $34.1M |
| Penserra Capital Management LLC | 0.59% | New | 93,833 | $32.2M |
| Blue Edge Capital, LLC | 5.04% | Reduce -3.7% | 93,266 | $32.0M |
| American Trust | 2.43% | Reduce -1.1% | 92,909 | $31.9M |
| ETF Portfolio Partners, Inc. | 9.47% | Add +76.0% | 91,847 | $31.5M |
| BHK Investment Advisors, LLC | 11.42% | Reduce -3.0% | 88,607 | $30.4M |
| Beacon Pointe Advisors, LLC | 0.33% | Reduce -5.3% | 87,818 | $30.2M |
| DT Investment Partners, LLC | 2.49% | Reduce -2.7% | 85,782 | $29.5M |
| Erickson Financial Group, LLC | 20.61% | Reduce -1.1% | 84,306 | $29.0M |
| EP Wealth Advisors, LLC | 0.23% | Reduce -0.8% | 81,466 | $28.0M |
| D.A. Davidson & Co. | 0.21% | Add +4.8% | 74,259 | $25.5M |
| HB Wealth Management, LLC | 0.26% | Add +10.3% | 73,253 | $25.2M |
| Avior Wealth Management, LLC | 0.91% | Reduce -3.0% | 72,566 | $24.9M |
| JPMorgan Chase & Co. | 0.00% | Add +18.0% | 71,583 | $24.6M |
| Amara Financial, Llc. | 22.41% | Add +4.7% | 70,704 | $24.3M |
| Copperwynd Financial, LLC | 6.69% | Add +3.9% | 70,595 | $24.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | Reduce -4.2% | 68,720 | $23.8M |
| Kestra Advisory Services, LLC | 0.13% | Add +6.3% | 68,485 | $23.5M |
| Foundations Investment Advisors, LLC | 0.44% | Add +9.3% | 66,189 | $22.7M |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 65,378 | $22.5M |
| Prospera Financial Services Inc | 0.47% | Add +9.7% | 59,293 | $20.4M |
| Wealthfront Advisers LLC | 0.06% | Add +18.6% | 58,168 | $20.0M |
| Salem Investment Counselors Inc. | 0.64% | Reduce -0.1% | 57,204 | $19.6M |
| Zeit Capital LLC | 14.94% | Reduce -13.2% | 55,187 | $19.5M |
| Savant Capital, LLC | 0.15% | Add +1.4% | 54,702 | $18.8M |
| Ieq Capital, LLC | 0.18% | Add +5.2% | 54,129 | $18.6M |
| GeoWealth Management, LLC | 0.60% | Add +266.3% | 53,680 | $18.4M |
| BTG Pactual Asset Management US LLC | 2.35% | Reduce -6.2% | 66,861 | $18.2M |
| Blackston Financial Advisory Group, LLC | 9.01% | Add +8.1% | 52,685 | $18.1M |
| Mather Group, Llc. | 0.23% | Reduce -3.6% | 51,784 | $17.8M |
| Raab & Moskowitz Asset Management LLC | 4.35% | Reduce -1.6% | 51,633 | $17.7M |
| Clarus Wealth Advisors | 7.92% | Add +3.6% | 47,000 | $15.9M |
| Sanctuary Advisors, LLC | 0.10% | Add +3.7% | 45,341 | $15.9M |
| Royal Fund Management, LLC | 1.70% | Reduce -4.7% | 45,430 | $15.7M |
| US Bancorp \de | 0.02% | Reduce -2.1% | 45,409 | $15.6M |
| TFB Advisors LLC | 4.46% | Reduce -1.9% | 45,457 | $15.6M |
| Independent Advisor Alliance | 0.20% | New | 44,687 | $15.3M |
| NWF Advisory Services Inc. | 2.23% | Add +18.7% | 44,337 | $15.2M |
| ODonnell Financial Services, LLC | 6.30% | Add +0.6% | 47,029 | $15.0M |
| Von Berge Wealth Management Group, LLC | 9.02% | Reduce -0.6% | 42,614 | $14.9M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -4.6% | 42,461 | $14.6M |
| Concurrent Investment Advisors, LLC | 0.39% | Add +17.3% | 42,187 | $14.5M |
| Atria Wealth Solutions, Inc. | 0.16% | Add +31.9% | 41,894 | $14.4M |
| Wheelhouse Advisory Group LLC | 8.52% | Add +2.0% | 41,780 | $14.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -37.9% | 40,966 | $14.1M |
| Vestmark Advisory Solutions, Inc. | 0.48% | New | 40,744 | $14.0M |
| Apriem Advisors | 1.58% | Add +43.8% | 40,180 | $13.8M |
| Elevation Capital Advisory, LLC | 5.88% | Add +4076.2% | 39,966 | $13.7M |
| WealthShield Partners, LLC | 1.92% | Reduce -0.3% | 39,400 | $13.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.36% | Add +7.1% | 38,706 | $13.3M |
| Alps Advisors Inc. | 0.08% | Reduce -38.5% | 38,185 | $13.1M |
| Ameritas Advisory Services, LLC | 0.45% | Add +131.7% | 37,676 | $12.9M |
| Kestra Private Wealth Services, LLC | 0.22% | Add +55.9% | 37,343 | $12.8M |
| POM Investment Strategies, LLC | 9.44% | Add +0.1% | 36,505 | $12.5M |
| Texas Capital Bank Wealth Management Services Inc | 1.28% | Reduce -0.7% | 36,399 | $12.5M |
| Focused Wealth Management, Inc | 1.68% | Reduce -1.2% | 36,208 | $12.4M |
| Pacific Center for Financial Services | 3.19% | Reduce -1.1% | 36,086 | $12.4M |
| Capital Planning LLC | 3.25% | Add +1.3% | 36,032 | $12.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.3% | 36,024 | $12.4M |
| Stephens Inc. | 0.17% | Reduce -1.2% | 35,889 | $12.3M |
| Creative Financial Designs Inc. | 0.98% | Add +292.4% | 35,254 | $12.1M |
| Ferguson Shapiro LLC | 4.44% | Add +7.9% | 34,885 | $12.0M |
| Northeast Investment Management | 0.51% | Add +4.9% | 33,692 | $11.6M |
| Fernwood Investment Management, LLC | 4.01% | Reduce -1.8% | 33,477 | $11.5M |
| Darwin Wealth Management, LLC | 3.85% | Reduce -23.6% | 33,362 | $11.5M |
| Private Advisor Group, LLC | 0.06% | Add +10.0% | 33,252 | $11.4M |
| SOL Capital Management CO | 1.26% | Add +2.2% | 32,984 | $11.3M |
| Philadelphia Trust Co. | 0.82% | Reduce -1.0% | 32,500 | $11.2M |
| Cedar Point Capital Partners, LLC | 7.34% | Reduce -1.0% | 31,558 | $10.8M |
| Zhang Financial LLC | 0.62% | Add +121.6% | 31,547 | $10.8M |
| Stratos Investment Management, LLC | 0.65% | Add +25.9% | 31,399 | $10.8M |
| Cascade Financial Partners, LLC | 1.37% | Add +2.7% | 30,609 | $10.5M |
| Center For Asset Management LLC | 6.62% | Reduce -0.3% | 29,768 | $10.2M |
| Truist Financial Corp. | 0.02% | Reduce -61.3% | 29,623 | $10.2M |
| Blair William & Co. | 0.03% | Add +6.2% | 29,270 | $10.1M |
| Kingsview Wealth Management, LLC | 0.20% | Add +2.9% | 29,216 | $10.0M |
| Cypress Wealth Services, LLC | 1.90% | Reduce -4.3% | 27,557 | $9.5M |
| FMR LLC | 0.00% | Add +12.1% | 26,861 | $9.2M |
| Focus Partners Wealth | 0.02% | Reduce -9.0% | 26,847 | $9.2M |
| Fingerlakes Wealth Management, Inc. | 7.38% | Add +6.5% | 26,636 | $9.1M |
| Centaurus Financial, Inc. | 0.56% | Add +2.1% | 26,538 | $9.1M |
| Susquehanna International Group, LLP | 0.01% | Add +581.2% | 26,416 | $9.1M |
| Apollon Financial, LLC | 2.25% | Add +0.6% | 26,268 | $9.0M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +5.3% | 26,209 | $9.0M |
| Schroder Investment Management Group | 0.01% | Reduce -38.9% | 25,942 | $9.0M |
| Acute Investment Advisory, LLC | 9.87% | New | 26,185 | $9.0M |
| Clifford Group, LLC | 6.75% | Add +5.0% | 25,791 | $8.9M |
| Choreo, LLC | 0.12% | Reduce -0.8% | 25,093 | $8.6M |
| Resolute Advisors LLC | 1.74% | Add +0.1% | 25,075 | $8.6M |
| Valicenti Advisory Services Inc. | 2.09% | Reduce -6.0% | 24,429 | $8.4M |
| Waverly Advisors, LLC | 0.12% | Add +2612.2% | 22,647 | $7.8M |
| Accredited Investors Inc. | 0.43% | Reduce -2.4% | 21,454 | $7.4M |
| Clarity Financial LLC | 0.83% | Add +1.6% | 20,221 | $6.9M |
| Anchor Pointe Wealth Management, LLC | 9.02% | — | 20,006 | $6.9M |
| Avidian Wealth Enterprises, LLC | 0.31% | Reduce -0.5% | 19,888 | $6.8M |
| Randall & Associates Wealth Management | 5.66% | Add +0.5% | 19,858 | $6.8M |
| Avantax Advisory Services, Inc. | 0.04% | Add +7.5% | 19,779 | $6.8M |
| Wells Financial Advisors INC | 8.97% | Reduce -0.2% | 19,158 | $6.6M |
| Silver Oak Securities, Incorporated | 0.60% | Add +32.7% | 18,667 | $6.5M |
| Joel Isaacson & Co., LLC | 0.29% | Add +0.1% | 18,719 | $6.4M |
| Harbour Investments, Inc. | 0.18% | Add +4.5% | 18,616 | $6.4M |
| Independent Financial Group, LLC | 0.21% | Reduce -1.9% | 18,469 | $6.3M |
| J.W. Cole Advisors, Inc. | 0.26% | Add +11.2% | 18,399 | $6.3M |
| American Financial & Tax Strategies Inc. | 3.25% | Add +1.5% | 18,269 | $6.3M |
| Renaissance Technologies | 0.01% | New | 18,100 | $6.2M |
| Sharkey, Howes & Javer | 0.83% | Reduce -2.1% | 17,227 | $5.9M |
| Jackson Wealth Management, LLC | 0.66% | Reduce -0.6% | 16,822 | $5.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.9% | 16,462 | $5.7M |
| Checchi Capital Advisers, LLC | 0.42% | Add +54.7% | 16,319 | $5.6M |
| Litman Gregory Wealth Management LLC | 0.48% | No change | 16,230 | $5.6M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Add +1.9% | 16,046 | $5.5M |
| Mathes Company, Inc. | 1.99% | No change | 15,790 | $5.4M |
| Global Retirement Partners, LLC | 0.15% | Add +30.9% | 15,724 | $5.4M |
| Fischer Investment Strategies, LLC | 4.28% | Add +0.8% | 15,690 | $5.4M |
| EverSource Wealth Advisors, LLC | 0.30% | Reduce -2.1% | 15,336 | $5.3M |
| Ifrah Financial Services, Inc. | 1.39% | Reduce -7.1% | 14,625 | $5.0M |
| Ethos Financial Group, LLC | 0.66% | Reduce -0.1% | 14,584 | $5.0M |
| Fortis Group Advisors, LLC | 0.92% | Add +70.6% | 14,462 | $5.0M |
| Authentikos Wealth Advisory, LLC | 4.83% | Reduce -1.5% | 14,223 | $4.9M |
| Breakwater Investment Management | 1.97% | Reduce -5.0% | 13,511 | $4.6M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -3.0% | 13,452 | $4.6M |
| NewEdge Advisors, LLC | 0.03% | Reduce -4.2% | 13,305 | $4.6M |
| Quantum Capital Management, LLC / NJ | 0.49% | Add +1.0% | 13,291 | $4.6M |
| Moneta Group Investment Advisors LLC | 0.06% | Add +0.9% | 13,193 | $4.5M |
| Brookstone Capital Management | 0.06% | Add +12.1% | 12,745 | $4.4M |
| AE Wealth Management LLC | 0.04% | Add +13.2% | 12,688 | $4.4M |
| Fisher Asset Management | 0.00% | Add +20.8% | 12,582 | $4.3M |
| Baring Financial LLC | 3.83% | — | 12,527 | $4.3M |
| Strategic Financial Partners, Ltd. | 2.18% | Reduce -7.1% | 12,429 | $4.3M |
| Win Advisors, Inc. | 2.05% | New | 12,307 | $4.2M |
| Flagship Private Wealth, LLC | 2.01% | Add +3.1% | 12,125 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.6% | 12,110 | $4.2M |
| Integrated Wealth Concepts LLC | 0.05% | Add +70.7% | 12,023 | $4.1M |
| Alpha Cubed Investments, LLC | 0.19% | Reduce -0.3% | 11,801 | $4.1M |
| IFP Advisors, Inc | 0.13% | Reduce -11.1% | 11,605 | $4.0M |
| MAI Capital Management | 0.03% | Reduce -0.5% | 11,443 | $3.9M |
| Novem Group | 0.57% | — | 11,213 | $3.9M |
| Horizon Investment Services, LLC | 1.62% | Reduce -3.2% | 11,121 | $3.8M |
| Bawa N Mallick Trust | 1.66% | — | 11,004 | $3.8M |
| Capstone Wealth Management Group, LLC | 2.01% | Reduce -0.1% | 10,918 | $3.7M |
| Encompass Wealth Advisors, LLC | 1.49% | Reduce -0.3% | 10,754 | $3.7M |
| Pinnacle Bancorp, Inc. | 1.17% | Reduce -0.1% | 10,467 | $3.6M |
| Hilltop Holdings Inc. | 0.23% | Add +74.1% | 10,383 | $3.6M |
| Sicart Associates LLC | 1.27% | Add +537.2% | 10,348 | $3.6M |
| Forum Private Client Group LLC | 1.57% | Reduce -5.0% | 10,296 | $3.5M |
| World Investment Advisors | 0.10% | Add +31.1% | 10,295 | $3.5M |
| Hilltop Wealth Advisors, LLC | 1.77% | Reduce -2.4% | 10,204 | $3.5M |
| Tudor Investment Corporation | 0.04% | Add +102.0% | 10,184 | $3.5M |
| Consolidated Portfolio Review Corp | 0.54% | Reduce -1.2% | 9,994 | $3.4M |
| Vanguard Group Inc. | 0.00% | Reduce -2.2% | 9,931 | $3.4M |
| Pillar Financial Advisors, LLC | 2.60% | — | 9,880 | $3.4M |
| Robertson Stephens Wealth Management, LLC | 0.12% | Reduce -30.0% | 9,852 | $3.4M |
| First Horizon Advisors, Inc. | 0.09% | Reduce -20.4% | 9,791 | $3.4M |
| Spirepoint Private Client, LLC | 0.42% | Add +5.1% | 9,707 | $3.3M |
| CPC Advisors, LLC | 0.45% | Add +1161.4% | 9,662 | $3.3M |
| Prosperity Wealth Management, Inc. | 1.36% | Add +12.0% | 9,612 | $3.3M |
| CIBC Private Wealth Group LLC | 0.01% | Add +18.9% | 9,510 | $3.3M |
| Silicon Valley Capital Partners | 0.36% | Reduce -1.3% | 9,422 | $3.2M |
| Ballentine Partners, LLC | 0.06% | Reduce -0.3% | 9,407 | $3.2M |
| Sheridan Capital Management, LLC | 2.24% | Add +3.9% | 9,295 | $3.2M |
| 1900 Wealth Management LLC | 0.27% | Reduce -0.7% | 9,288 | $3.2M |
| Richard P Slaughter Associates Inc | 0.71% | Add +0.8% | 9,258 | $3.2M |
| Milestone Asset Management Group, LLC | 2.84% | — | 9,242 | $3.2M |
| Kovack Advisors, Inc. | 0.31% | Add +2.8% | 9,209 | $3.2M |
| Focus Financial Network, Inc. | 0.12% | Add +296.8% | 9,149 | $3.1M |
| United Capital Financial Advisors, LLC | 0.03% | Add +0.1% | 9,045 | $3.1M |
| Advisory Services Network, LLC | 0.06% | Add +155.3% | 9,031 | $3.1M |
| Accretive Wealth Partners, LLC | 1.31% | No change | 9,000 | $3.1M |
| Bright Futures Wealth Management, LLC. | 2.75% | Reduce -1.0% | 8,761 | $3.1M |
| Breakwater Capital Group | 0.60% | Reduce -0.3% | 8,784 | $3.0M |
| Jones Financial Companies LLLP | 0.00% | Add +165.1% | 8,714 | $3.0M |
| Synovus Financial Corp. | 0.04% | Reduce -46.5% | 8,647 | $3.0M |
| CoreCap Advisors, LLC | 0.13% | Add +5.5% | 8,616 | $3.0M |
| FSC Wealth Advisors, LLC | 1.88% | No change | 8,524 | $2.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.24% | Reduce -31.2% | 8,470 | $2.9M |
| Gateway Wealth Partners, LLC | 0.74% | Add +146.6% | 8,288 | $2.8M |
| Atria Investments, Inc | 0.04% | Add +2.4% | 8,210 | $2.8M |
| Bank of Hawaii | 0.15% | Reduce -5.9% | 8,118 | $2.8M |
| WNY Asset Management, LLC | 0.35% | Add +36.6% | 8,105 | $2.8M |
| Americana Partners, LLC | 0.11% | No change | 7,997 | $2.7M |
| Valmark Advisers, Inc. | 0.04% | Reduce -1.8% | 7,874 | $2.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -11.3% | 7,834 | $2.7M |
| Silverlake Wealth Management LLC | 1.01% | Add +48.8% | 7,626 | $2.6M |
| Colorado Capital Management, Inc. | 1.26% | Add +44.1% | 7,552 | $2.6M |
| Nwam LLC | 0.16% | Add +0.4% | 7,529 | $2.6M |
| Worth Asset Management, LLC | 1.37% | Add +58.1% | 7,472 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +68.7% | 7,418 | $2.5M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +68.7% | 7,418 | $2.5M |
| BluePointe Capital Management, LLC | 1.41% | Reduce -4.8% | 7,150 | $2.5M |
| Fortune 45 LLC | 1.60% | Add +0.1% | 7,131 | $2.4M |
| Financial Life Planners | 2.05% | — | 7,114 | $2.4M |
| Redhawk Wealth Advisors, Inc. | 0.33% | Add +23.6% | 7,023 | $2.4M |
| TD Private Client Wealth LLC | 0.07% | Add +3.6% | 7,013 | $2.4M |
| Citadel Advisors | 0.00% | Reduce -16.1% | 6,979 | $2.4M |
| Veridan Wealth LLC | 1.08% | — | 6,703 | $2.3M |
| IHT Wealth Management, LLC | 0.07% | Reduce -27.3% | 6,717 | $2.3M |
| N.E.W. Advisory Services LLC | 0.22% | Add +8.3% | 6,653 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -20.5% | 6,592 | $2.3M |
| Regal Investment Advisors LLC | 0.17% | Reduce -3.3% | 6,567 | $2.3M |
| Fearless Solutions, LLC dba Best Invest | 1.71% | — | 6,526 | $2.2M |
| Integrity Alliance, Llc. | 0.24% | — | 6,465 | $2.2M |
| Good Life Advisors, LLC | 0.16% | Add +2.4% | 6,461 | $2.2M |
| Bessemer Group Inc. | 0.00% | No change | 6,400 | $2.2M |
| Plancorp, LLC | 0.09% | Reduce -0.4% | 6,382 | $2.2M |
| Mgo One Seven LLC | 0.08% | Add +6.0% | 6,352 | $2.2M |
| Rik Saylor Financial, Inc. | 2.02% | — | 6,352 | $2.2M |
| Cherry Creek Investment Advisors, Inc. | 1.06% | Reduce -2.1% | 6,307 | $2.2M |
| Causey Wealth LLC | 1.25% | — | 6,247 | $2.1M |
| Avant Capital LLC | 1.73% | — | 6,088 | $2.1M |
| Procyon Advisors, LLC | 0.13% | Reduce -0.2% | 6,071 | $2.1M |
| Money Concepts Capital Corp. | 0.15% | Add +22.9% | 6,068 | $2.1M |
| HUB Investment Partners, LLC | 0.09% | Reduce -2.6% | 5,966 | $2.0M |
| Equitable Holdings, Inc. | 0.02% | Add +0.4% | 5,859 | $2.0M |
| Finward Bancorp | 1.74% | — | 5,830 | $2.0M |
| Financial Advocates Investment Management | 0.11% | Add +24.1% | 5,825 | $2.0M |
| StoneX Group Inc. | 0.11% | Reduce -0.8% | 5,821 | $2.0M |
| USAdvisors Wealth Management, LLC | 0.65% | Reduce -6.1% | 5,812 | $2.0M |
| GWN Securities Inc. | 0.53% | — | 5,621 | $2.0M |
| Eclectic Associates Inc. | 0.59% | New | 5,779 | $2.0M |
| Dopkins Wealth Management, LLC | 1.00% | Add +407.6% | 5,715 | $2.0M |
| Fifth Third Securities, Inc. | 0.17% | Reduce -9.5% | 5,714 | $2.0M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -1.8% | 5,693 | $2.0M |
| Garden State Investment Advisory Services LLC | 0.60% | Add +0.8% | 5,654 | $1.9M |
| Lido Advisors, LLC | 0.01% | Add +45.6% | 5,639 | $1.9M |
| Keybank National Association | 0.01% | Reduce -1.5% | 5,599 | $1.9M |
| MidAtlantic Capital Management, Inc. | 1.39% | Add +0.1% | 5,542 | $1.9M |
| Sovereign Financial Group, Inc. | 0.44% | Reduce -8.9% | 5,527 | $1.9M |
| Carr Financial Group Corp | 0.59% | Add +31.9% | 5,510 | $1.9M |
| Western Wealth Management, LLC | 0.10% | Reduce -6.5% | 5,504 | $1.9M |
| Balanced Rock Investment Advisors LLC | 1.49% | Add +0.4% | 5,473 | $1.9M |
| Axxcess Wealth Management, LLC | 0.05% | Reduce -6.3% | 5,459 | $1.9M |
| Sovran Advisors, LLC | 0.27% | — | 5,562 | $1.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -21.8% | 5,441 | $1.9M |
| Sigma Planning Corp | 0.06% | Reduce -4.3% | 5,429 | $1.9M |
| Kingswood Wealth Advisors, LLC | 0.14% | New | 5,400 | $1.9M |
| Hershey Financial Advisers, LLC | 1.61% | — | 5,340 | $1.8M |
| Oxbow Advisors, LLC | 0.22% | Add +2.0% | 5,302 | $1.8M |
| Hansen & Associates Financial Group, Inc. | 0.90% | New | 5,039 | $1.8M |
| Gilliland Jeter Wealth Management LLC | 0.59% | Add +0.1% | 5,073 | $1.7M |
| Jaffetilchin Investment Partners, LLC | 0.13% | Reduce -0.1% | 5,047 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.08% | Reduce -17.8% | 5,033 | $1.7M |
| Insigneo Advisory Services, LLC | 0.18% | Reduce -35.7% | 5,014 | $1.7M |
| Bowman & Co S.C. | 0.88% | Add +0.1% | 4,936 | $1.7M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +0.2% | 4,916 | $1.7M |
| Eagle Strategies LLC | 0.29% | Add +3.9% | 4,913 | $1.7M |
| Knightsbridge Asset Management, LLC | 0.39% | Add +0.9% | 4,821 | $1.7M |
| LifePlan Financial, LLC | 1.44% | Reduce -9.4% | 4,731 | $1.6M |
| Steel Grove Capital Advisors, LLC | 0.23% | Reduce -2.1% | 4,662 | $1.6M |
| Westbourne Investments, Inc. | 0.94% | — | 4,619 | $1.6M |
| Continuum Advisory, LLC | 0.20% | Add +2.9% | 4,574 | $1.6M |
| Gray Wealth Management Inc. | 0.60% | Add +1.5% | 4,572 | $1.6M |
| Kensington Asset Management, LLC | 0.09% | Reduce -96.9% | 4,500 | $1.5M |
| Corient Private Wealth LP | 0.00% | Add +71.0% | 7,541 | $1.5M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -1.1% | 4,476 | $1.5M |
| Lloyd Advisory Services, LLC. | 0.73% | New | 4,464 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Reduce -1.1% | 4,461 | $1.5M |
| Blue Trust, Inc. | 0.02% | Add +697.8% | 4,436 | $1.5M |
| Crescent Grove Advisors, LLC | 0.15% | No change | 4,335 | $1.5M |
| Brown Advisory Inc. | 0.00% | Add +0.6% | 4,286 | $1.5M |
| Willner & Heller, LLC | 1.28% | Add +1.6% | 4,263 | $1.5M |
| Estate Counselors, LLC | 0.16% | Add +294.0% | 4,255 | $1.5M |
| Fee-Only Financial Planning, L.C. | 0.93% | No change | 4,200 | $1.4M |
| Wellspring Financial Advisors, LLC | 0.15% | Add +0.1% | 4,197 | $1.4M |
| Meridian Wealth Management, LLC | 0.07% | Reduce -3.2% | 4,190 | $1.4M |
| Argent Trust Co | 0.06% | No change | 4,177 | $1.4M |
| Sound Income Strategies, LLC | 0.09% | Add +126.0% | 4,176 | $1.4M |
| LongView Wealth Management | 0.43% | Add +4.5% | 4,139 | $1.4M |
| Old National Bancorp | 0.03% | Reduce -1.7% | 4,028 | $1.4M |
| Hollencrest Capital Management | 0.06% | No change | 4,000 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.12% | Reduce -3.9% | 3,991 | $1.4M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -16.9% | 3,961 | $1.4M |
| High Net Worth Advisory Group LLC | 0.38% | Add +20.8% | 3,943 | $1.4M |
| Liberty Wealth Management LLC | 0.22% | Add +1.6% | 3,920 | $1.3M |
| FRG Family Wealth Advisors LLC | 0.24% | No change | 3,913 | $1.3M |
| Premier Path Wealth Partners, LLC | 0.20% | Add +0.0% | 3,905 | $1.3M |
| Echo Wealth Management, LLC | 0.93% | No change | 3,905 | $1.3M |
| Csenge Advisory Group | 0.07% | Reduce -11.1% | 3,893 | $1.3M |
| LifeSteps Financial, Inc. | 1.01% | Reduce -0.4% | 3,823 | $1.3M |
| Nicolet Advisory Services, LLC | 0.12% | Reduce -2.9% | 3,840 | $1.3M |
| Certuity, LLC | 0.14% | Add +0.2% | 3,786 | $1.3M |
| Aveo Capital Partners, LLC | 0.14% | Reduce -3.3% | 3,783 | $1.3M |
| Crown Wealth Group, LLC | 0.53% | Add +10.9% | 3,776 | $1.3M |
| AlTi Global, Inc. | 0.03% | No change | 3,764 | $1.3M |
| Allworth Financial LP | 0.01% | Add +58.2% | 3,606 | $1.3M |
| Retireful, LLC | 0.72% | New | 3,706 | $1.3M |
| &partners | 0.02% | Add +1.3% | 3,662 | $1.3M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +29.7% | 3,542 | $1.3M |
| Insight Advisors, LLC/ PA | 0.21% | Reduce -1.5% | 3,616 | $1.3M |
| Hoffman, Alan N Investment Management | 0.56% | Reduce -7.8% | 3,613 | $1.2M |
| Mfa Wealth Advisors, LLC | 0.31% | Reduce -40.3% | 3,555 | $1.2M |
| Venturi Wealth Management, LLC | 0.06% | Reduce -22.2% | 3,510 | $1.2M |
| Vontobel Holding Ltd. | 0.00% | Add +0.0% | 3,501 | $1.2M |
| Sage Mountain Advisors LLC | 0.09% | Add +0.1% | 3,482 | $1.2M |
| McAdam, LLC | 0.07% | Reduce -9.3% | 3,473 | $1.2M |
| Keystone Financial Group | 0.12% | Reduce -5.0% | 3,439 | $1.2M |
| Berger Financial Group, Inc | 0.08% | Add +39.5% | 3,434 | $1.2M |
| Townsquare Capital LLC | 0.01% | Add +11.3% | 3,399 | $1.2M |
| Financial Counselors Inc. | 0.02% | Reduce -0.3% | 3,361 | $1.2M |
| Parsons Capital Management Inc. | 0.06% | Reduce -2.9% | 3,330 | $1.1M |
| Farther Finance Advisors, LLC | 0.04% | Add +2.5% | 3,309 | $1.1M |
| MGB Wealth Management, LLC | 0.35% | New | 3,301 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Add +5.2% | 3,248 | $1.1M |
| Clearwater Capital Advisors, LLC | 0.11% | Reduce -26.8% | 3,233 | $1.1M |
| Weaver Consulting Group | 0.34% | Add +11.0% | 3,199 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -5.9% | 3,193 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -6.4% | 3,158 | $1.1M |
| Wilmington Savings Fund Society, FSB | 0.02% | New | 3,081 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Add +28.4% | 3,026 | $1.0M |
| Quent Capital, LLC | 0.11% | Reduce -0.5% | 3,023 | $1.0M |
| Nautilus Advisors LLC | 0.82% | — | 3,000 | $1.0M |
| Betterment LLC | 0.00% | Reduce -9.5% | 2,997 | $1.0M |
| Detalus Advisors, LLC | 0.34% | Reduce -3.6% | 2,991 | $1.0M |
| Institute for Wealth Management, LLC. | 0.13% | Add +25.8% | 2,987 | $1.0M |
| Florida Financial Advisors, LLC | 0.46% | Add +19.5% | 2,985 | $1.0M |
| Quantum Portfolio Management LLC | 0.55% | Reduce -46.1% | 2,981 | $1.0M |
| Integras Partners LLC | 0.90% | — | 2,949 | $1.0M |
| Client 1ST Advisory Group, LLC | 0.39% | No change | 2,936 | $1.0M |
| Investment Planning Advisors, Inc. | 0.43% | Add +16.1% | 2,895 | $994K |
| Cyndeo Wealth Partners, LLC | 0.07% | Reduce -1.1% | 2,892 | $993K |
| LS Investment Advisors, LLC | 0.14% | Add +293.8% | 2,875 | $987K |
| Prestige Wealth Management Group LLC | 0.20% | No change | 2,869 | $985K |
| Ridgepath Capital Management LLC | 0.45% | Reduce -11.4% | 2,860 | $982K |
| Well Done, LLC | 0.18% | No change | 3,040 | $979K |
| Hartline Investment Corp./ | 0.11% | No change | 2,790 | $958K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Reduce -2.8% | 2,787 | $957K |
| Tudor Financial Inc. | 0.55% | Reduce -3.5% | 2,735 | $939K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.1% | 2,698 | $927K |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -2.6% | 2,659 | $913K |
| Legacy Financial Advisors, Inc. | 0.15% | Reduce -0.2% | 2,642 | $907K |
| Diversify Advisory Services, LLC | 0.05% | Reduce -4.3% | 2,663 | $906K |
| PFG Advisors | 0.05% | Add +13.6% | 2,593 | $890K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +7.6% | 2,590 | $889K |
| WMS Partners, LLC | 0.05% | No change | 2,588 | $889K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Add +3.0% | 2,531 | $869K |
| Global Trust Asset Management, LLC | 0.33% | No change | 2,501 | $859K |
| Graney & King, LLC | 0.64% | — | 3,010 | $851K |
| Bank of Montreal | 0.00% | Add +3.7% | 2,467 | $847K |
| Wescott Financial Advisory Group, LLC | 0.09% | Add +0.0% | 2,466 | $847K |
| Johnson Investment Counsel Inc. | 0.01% | Add +51.9% | 2,465 | $847K |
| Pennsylvania Capital Management Inc. | 0.29% | Add +27.5% | 2,455 | $843K |
| Heartwood Wealth Advisors LLC | 0.09% | No change | 2,455 | $843K |
| Avalon Trust Co | 0.06% | No change | 2,450 | $841K |
| CENTRAL TRUST Co | 0.02% | Reduce -1.3% | 2,432 | $835K |
| Private Wealth Group, LLC | 0.41% | No change | 2,418 | $830K |
| Kera Capital Partners, Inc. | 0.24% | — | 2,412 | $828K |
| Summit Investment Advisory Services, LLC | 0.43% | Reduce -1.5% | 2,407 | $826K |
| Jane Street Group, LLC | 0.00% | Add +65.3% | 2,394 | $822K |
| Sagespring Wealth Partners, LLC | 0.02% | — | 2,340 | $804K |
| Squire Investment Management Company, LLC | 0.35% | No change | 2,325 | $798K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -11.2% | 2,300 | $790K |
| Financial Management Network Inc. | 0.16% | Reduce -4.8% | 2,249 | $783K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +1.2% | 2,263 | $777K |
| Summit Financial, LLC | 0.03% | Add +1.5% | 2,256 | $775K |
| Belpointe Asset Management LLC | 0.05% | Add +0.8% | 2,415 | $760K |
| Essex Financial Services, Inc. | 0.05% | Reduce -2.6% | 2,204 | $757K |
| MPWM Advisory Solutions, LLC | 0.55% | — | 2,198 | $755K |
| Choate Investment Advisors | 0.02% | No change | 2,198 | $755K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -11.9% | 2,195 | $754K |
| BCO Wealth Management LLC | 0.62% | — | 2,176 | $747K |
| Synergy Investment Management, LLC | 0.32% | — | 2,150 | $738K |
| Principal Securities, Inc. | 0.02% | Add +33.4% | 2,147 | $737K |
| Accurate Wealth Management, LLC | 0.14% | Add +10.0% | 2,140 | $728K |
| Vantage Financial Partners, LLC | 0.18% | Add +0.1% | 2,112 | $725K |
| Cary Street Partners Financial LLC | 0.02% | — | 2,094 | $719K |
| Smith, Moore & Co. | 0.07% | Reduce -10.7% | 2,093 | $719K |
| Dana Investment Advisors, Inc. | 0.02% | Add +13.2% | 2,080 | $714K |
| Aptus Capital Advisors, LLC | 0.01% | Add +16.6% | 2,068 | $710K |
| Adero Partners, LLC | 0.05% | No change | 2,062 | $708K |
| Fiduciary Trust Co | 0.01% | New | 2,056 | $706K |
| SBI Securities Co., Ltd. | 0.02% | — | 2,046 | $703K |
| Wealthspire Retirement, LLC | 0.06% | Add +0.2% | 2,041 | $701K |
| Spire Wealth Management | 0.02% | Add +5.2% | 2,028 | $696K |
| Serenus Wealth Advisors, LLC | 0.12% | — | 2,027 | $696K |
| Griffin Asset Management, Inc. | 0.08% | New | 2,021 | $694K |
| Summit Wealth Partners, LLC | 0.14% | Reduce -1.5% | 2,012 | $691K |
| Stark Wealth Management LLC | 0.51% | — | 2,006 | $690K |
| Empower Advisory Group, LLC | 0.00% | Add +36.0% | 1,998 | $686K |
| Buttonwood Financial Advisors Inc. | 0.30% | Reduce -6.4% | 1,990 | $683K |
| PrairieView Partners, LLC | 0.07% | No change | 1,988 | $682K |
| Rodgers & Associates, LTD | 0.08% | No change | 1,974 | $678K |
| Campbell Wealth Management | 0.06% | Add +2.4% | 1,973 | $677K |
| Strategic Blueprint, LLC | 0.04% | Add +1.4% | 1,961 | $673K |
| Legacy Advisory Services, LLC | 0.57% | Reduce -0.5% | 1,952 | $671K |
| FAS Wealth Partners, Inc. | 0.06% | No change | 1,953 | $671K |
| Trek Financial, LLC | 0.05% | New | 1,953 | $671K |
| Signet Financial Management, LLC | 0.09% | Add +0.5% | 1,953 | $671K |
| Mitchell McLeod Pugh & Williams Inc. | 0.14% | No change | 1,951 | $670K |
| Altfest L J & Co. Inc. | 0.09% | No change | 1,945 | $668K |
| Stonebridge Financial Planning Group, LLC | 0.30% | No change | 1,943 | $667K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +1.7% | 1,941 | $667K |
| Rolek Wealth Management LLC | 0.52% | — | 1,931 | $663K |
| Qube Research & Technologies Ltd | 0.00% | Add +241.1% | 1,917 | $658K |
| Pinion Investment Advisors, LLC | 0.26% | Reduce -7.4% | 1,898 | $652K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.0% | 1,884 | $647K |
| Lane & Associates LLC | 0.33% | Add +51.1% | 1,845 | $642K |
| Acorn Financial Advisory Services Inc. | 0.11% | Reduce -0.6% | 1,862 | $639K |
| White Lighthouse Investment Management Inc. | 0.11% | Reduce -33.5% | 1,861 | $639K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -62.7% | 1,852 | $636K |
| Measured Wealth Private Client Group, LLC | 0.20% | No change | 1,837 | $631K |
| Colton Groome Financial Advisors, LLC | 0.24% | Reduce -14.3% | 1,836 | $631K |
| Embree Financial Group | 0.11% | No change | 1,835 | $630K |
| Jefferies Financial Group Inc. | 0.01% | Add +18.3% | 1,833 | $629K |
| Berkshire Asset Management LLC | 0.03% | No change | 1,769 | $626K |
| Beaumont Financial Advisors, LLC | 0.05% | Add +0.1% | 1,820 | $625K |
| Intrua Financial, LLC | 0.10% | Reduce -18.3% | 1,817 | $624K |
| Clear Creek Financial Management, LLC | 0.07% | Add +94.4% | 1,777 | $610K |
| Modern Wealth Management, LLC | 0.02% | Reduce -2.2% | 1,762 | $605K |
| RFG Advisory, LLC | 0.02% | New | 1,738 | $597K |
| Compound Planning, Inc. | 0.03% | Reduce -15.3% | 1,729 | $594K |
| M3 Advisory Group, LLC | 0.42% | Add +12.5% | 1,721 | $591K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 1,718 | $590K |
| Bailard, Inc. | 0.01% | No change | 1,700 | $584K |
| Latitude Advisors, LLC | 0.33% | Reduce -0.3% | 1,697 | $583K |
| AQR Capital Management | 0.00% | Add +28.1% | 1,685 | $579K |
| Wealthstream Advisors, Inc. | 0.11% | No change | 1,671 | $574K |
| Richardson Financial Services Inc. | 0.40% | Add +3.7% | 1,642 | $569K |
| Trexquant Investment LP | 0.01% | Add +75.5% | 1,655 | $568K |
| Westmount Partners, LLC | 0.17% | Reduce -34.7% | 1,648 | $566K |
| Financial Freedom, LLC | 0.30% | Reduce -1.6% | 1,645 | $565K |
| OneAscent Wealth Management LLC | 0.23% | Add +80.6% | 1,638 | $563K |
| Retirement Guys Formula LLC | 0.28% | Add +106.1% | 1,632 | $560K |
| JGP Wealth Management, LLC | 0.07% | No change | 1,620 | $556K |
| New England Private Wealth Advisors LLC | 0.09% | Add +37.5% | 1,617 | $555K |
| Cassady Schiller Wealth Management, LLC | 0.20% | No change | 1,603 | $550K |
| Maryland Capital Advisors Inc. | 0.25% | No change | 1,570 | $539K |
| Bell Bank | 0.04% | No change | 1,555 | $534K |
| Pacific Point Advisors, LLC | 0.32% | — | 1,526 | $533K |
| Carroll Investors, Inc | 0.30% | Reduce -4.3% | 1,549 | $532K |
| RDA Financial Network | 0.16% | Reduce -2.1% | 1,549 | $532K |
| Gries Financial LLC | 0.09% | Reduce -38.2% | 1,548 | $532K |
| City State Bank | 0.19% | Add +7.6% | 1,546 | $531K |
| Roundview Capital LLC | 0.04% | Add +0.1% | 1,520 | $522K |
| Matthew Goff Investment Advisor, LLC | 0.10% | Reduce -0.5% | 1,510 | $519K |
| Brighton Jones LLC | 0.01% | Add +139.5% | 1,509 | $518K |
| Aurora Private Wealth, Inc. | 0.39% | Add +0.1% | 1,503 | $516K |
| CVA Family Office, LLC | 0.08% | Add +0.1% | 1,502 | $516K |
| Retirement Income Solutions, Inc. | 0.10% | Add +67.3% | 1,499 | $515K |
| Cozad Asset Management Inc. | 0.05% | No change | 1,498 | $514K |
| ProVise Management Group, LLC | 0.04% | Reduce -2.6% | 1,494 | $513K |
| Park Avenue Securities LLC | 0.01% | Reduce -5.7% | 1,485 | $510K |
| Avestar Capital, LLC | 0.05% | No change | 1,480 | $508K |
| Tme Financial, Inc. | 0.47% | — | 1,572 | $506K |
| Fortis Capital Advisors, LLC | 0.17% | Add +1.3% | 1,599 | $503K |
| Rothschild Wealth LLC | 0.15% | Reduce -3.3% | 1,465 | $503K |
| Canvas Wealth Advisors, LLC | 0.12% | Reduce -3.8% | 1,444 | $496K |
| Optivise Advisory Services LLC | 0.26% | Add +18.1% | 1,428 | $490K |
| Fort Sheridan Advisors LLC | 0.07% | Add +4.0% | 1,425 | $489K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 1,416 | $486K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +58.6% | 1,415 | $486K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +9.3% | 1,415 | $486K |
| United Advisor Group, LLC | 0.10% | Reduce -77.8% | 1,414 | $486K |
| Mason & Associates, LLC | 0.14% | No change | 1,409 | $484K |
| National Wealth Management Group, LLC | 0.32% | Add +21.2% | 1,401 | $481K |
| Private Client Services, LLC | 0.26% | New | 1,400 | $481K |
| Simmons Bank | 0.04% | Reduce -8.2% | 1,400 | $481K |
| LWM Advisors Inc. | 0.48% | — | 1,396 | $479K |
| Bey-Douglas LLC | 0.41% | Reduce -2.2% | 1,387 | $476K |
| Tiaa Trust, National Association | 0.00% | Reduce -9.7% | 1,384 | $475K |
| SOA Wealth Advisors, LLC. | 0.09% | Add +0.1% | 1,384 | $475K |
| Citigroup Inc. | 0.00% | Add +99.1% | 1,378 | $473K |
| Hazlett, Burt & Watson, Inc. | 0.21% | Add +5.4% | 1,369 | $471K |
| Platform Technology Partners | 0.14% | Reduce -0.1% | 1,368 | $470K |
| CVFG LLC | 0.43% | — | 1,365 | $469K |
| Connecticut Wealth Management, LLC | 0.02% | Add +57.7% | 1,039 | $463K |
| Cibc World Market Inc. | 0.00% | Add +4.2% | 1,341 | $461K |
| Trivium Point Advisory, LLC | 0.06% | Reduce -17.6% | 1,340 | $460K |
| Oppenheimer & Co. Inc. | 0.01% | Add +11.4% | 1,339 | $460K |
| Alexis Investment Partners, LLC | 0.22% | — | 1,333 | $458K |
| Investors Research Corp | 0.10% | Reduce -2.3% | 1,331 | $457K |
| Mindset Wealth Management, LLC | 0.17% | No change | 1,328 | $456K |
| Diversified Trust Co. | 0.01% | Add +80.7% | 1,319 | $453K |
| Maia Wealth LLC | 0.10% | Add +85.4% | 1,292 | $444K |
| Stonegate Investment Group, LLC | 0.01% | No change | 1,293 | $444K |
| Cape Investment Advisory, Inc. | 0.17% | Reduce -5.9% | 1,293 | $444K |
| CWC Advisors, LLC. | 0.44% | Reduce -5.6% | 1,288 | $442K |
| Mission Wealth Management, LP | 0.01% | Add +99.4% | 1,288 | $442K |
| Glenview Trust Co | 0.01% | No change | 1,285 | $441K |
| UNIVEST FINANCIAL Corp | 0.03% | Add +46.7% | 1,272 | $437K |
| Jackson Square Capital, LLC | 0.10% | No change | 1,252 | $430K |
| Oarsman Capital, Inc. | 0.07% | Reduce -0.1% | 1,244 | $427K |
| First Affirmative Financial Network | 0.25% | No change | 1,243 | $427K |
| Sfm, LLC | 0.30% | No change | 1,237 | $425K |
| Maridea Wealth Management LLC | 0.14% | — | 1,236 | $424K |
| Keb Asset Management, LLC | 0.12% | No change | 1,235 | $424K |
| Cornerstone Wealth Management, LLC | 0.03% | No change | 1,230 | $422K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -0.1% | 1,224 | $420K |
| Dahring | Cusmano LLC | 0.38% | — | 1,220 | $419K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -3.0% | 1,219 | $419K |
| Castle Rock Wealth Management, LLC | 0.10% | Add +0.1% | 1,167 | $417K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -2.3% | 1,209 | $415K |
| Pitcairn Co. | 0.02% | Reduce -3.4% | 1,201 | $412K |
| AdvisorNet Financial, Inc | 0.03% | Add +4.8% | 1,198 | $412K |
| Heritage Investment Group, Inc. | 0.08% | No change | 1,195 | $410K |
| B.O.S.S. Retirement Advisors, LLC | 0.11% | New | 1,191 | $409K |
| Pettyjohn, Wood & White, Inc. | 0.07% | No change | 1,187 | $408K |
| HBW Advisory Services LLC | 0.04% | Add +6.3% | 1,186 | $407K |
| Hubbell Strickland Wealth Management, LLC | 0.19% | Add +0.1% | 1,185 | $407K |
| IFG Advisory, LLC | 0.02% | New | 1,184 | $407K |
| OxenFree Capital LLC | 0.31% | Reduce -1.4% | 1,183 | $406K |
| Trevian Wealth Management LLC | 0.30% | Add +0.1% | 1,170 | $402K |
| Marathon Mission, Inc. | 0.27% | No change | 1,168 | $401K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -7.8% | 1,159 | $398K |
| Cadence Bank | 0.03% | New | 1,156 | $397K |
| MWA Asset Management | 0.26% | Reduce -2.7% | 1,154 | $397K |
| Birch Hill Investment Advisors LLC | 0.02% | No change | 1,151 | $395K |
| Owen LaRue, LLC | 0.21% | Add +82.2% | 1,148 | $394K |
| Proficio Capital Partners LLC | 0.03% | No change | 1,145 | $393K |
| Franklin Resources Inc. | 0.00% | Reduce -13.1% | 1,138 | $391K |
| Perigon Wealth Management, LLC | 0.01% | Add +4.6% | 1,138 | $389K |
| Lazari Capital Management, Inc. | 0.16% | Reduce -54.4% | 1,133 | $389K |
| SpringVest Wealth Management LLC | 0.33% | — | 1,125 | $386K |
| PFG Investments, LLC | 0.02% | Reduce -1.6% | 1,122 | $385K |
| Traphagen Investment Advisors LLC | 0.04% | No change | 1,122 | $385K |
| Patten Group, Inc. | 0.08% | Reduce -3.6% | 1,099 | $377K |
| Waldron Private Wealth LLC | 0.02% | No change | 1,094 | $376K |
| UMB Bank, n.a. | 0.01% | Reduce -13.3% | 1,092 | $375K |
| Haverford Trust Co | 0.00% | New | 1,087 | $373K |
| Wedbush Securities Inc. | 0.01% | Reduce -4.1% | 1,087 | $373K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | No change | 1,080 | $371K |
| Sterling Investment Counsel, LLC | 0.24% | Reduce -6.7% | 1,068 | $367K |
| Copia Wealth Management | 0.35% | — | 1,067 | $366K |
| Strategic Investment Solutions, Inc. | 0.12% | Add +83.1% | 1,291 | $366K |
| Perennial Investment Advisors, LLC | 0.04% | Add +0.2% | 1,065 | $366K |
| Prudent Man Investment Management, Inc. | 0.20% | — | 1,060 | $364K |
| Shepherd Financial Partners LLC | 0.04% | Reduce -1.8% | 1,059 | $364K |
| Channel Wealth LLC | 0.12% | Reduce -0.3% | 1,053 | $362K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -2.7% | 1,052 | $361K |
| Monetary Management Group Inc. | 0.09% | Reduce -10.6% | 1,050 | $361K |
| Comprehensive Financial Planning, Inc. | 0.30% | — | 1,048 | $360K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -3.1% | 1,045 | $359K |
| VSM Wealth Advisory, LLC | 0.13% | — | 1,025 | $352K |
| Ascent Group, LLC | 0.03% | Reduce -7.8% | 1,022 | $351K |
| Monument Group Wealth Advisors, LLC | 0.25% | Add +0.2% | 1,019 | $350K |
| Beacon Financial Advisory LLC | 0.11% | New | 1,013 | $348K |
| Wealth Group Ltd | 0.10% | Add +0.5% | 1,013 | $348K |
| Lauterbach Financial Advisors, LLC | 0.21% | Add +0.1% | 1,006 | $346K |
| First Pacific Financial | 0.08% | Add +0.2% | 999 | $343K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.08% | No change | 995 | $342K |
| Schechter Investment Advisors, LLC | 0.03% | Reduce -13.2% | 995 | $342K |
| Commerce Bank | 0.00% | No change | 994 | $341K |
| Vertex Planning Partners, LLC | 0.07% | Add +0.8% | 988 | $339K |
| Dunhill Financial, LLC | 0.16% | Add +511.2% | 984 | $338K |
| GSG Advisors LLC | 0.11% | No change | 981 | $337K |
| Cura Wealth Advisors, LLC | 0.15% | — | 975 | $335K |
| Summit X, LLC | 0.07% | Reduce -9.3% | 975 | $335K |
| Magnolia Capital Advisors LLC | 0.09% | New | 974 | $334K |
| Aspen Wealth Management LLC | 0.10% | Add +0.1% | 974 | $334K |
| Sax Wealth Advisors, LLC | 0.03% | Add +0.1% | 974 | $334K |
| CGN Advisors LLC | 0.03% | Add +11.3% | 973 | $334K |
| Natural Investments, LLC | 0.09% | — | 970 | $333K |
| Stonebridge Financial Group, LLC | 0.04% | — | 962 | $330K |
| McIlrath & Eck, LLC | 0.04% | Add +468.1% | 960 | $330K |
| Planning Directions Inc. | 0.19% | Add +4.5% | 957 | $329K |
| Mitchell Capital Management Co. | 0.06% | No change | 957 | $329K |
| TFR Capital, LLC. | 0.16% | — | 951 | $327K |
| Prospect Financial Services LLC | 0.18% | New | 942 | $323K |
| GPS Wealth Strategies Group, LLC | 0.04% | No change | 928 | $319K |
| Wealthstar Advisors, LLC | 0.14% | — | 927 | $318K |
| Aprio Wealth Management, LLC | 0.05% | Reduce -2.2% | 924 | $317K |
| Geneos Wealth Management Inc. | 0.01% | Add +5.3% | 917 | $315K |
| 49 Wealth Management, LLC | 0.04% | Reduce -9.1% | 915 | $314K |
| Legacy Advisors, LLC | 0.03% | New | 905 | $311K |
| Northeast Financial Consultants Inc | 0.01% | No change | 904 | $310K |
| Spectrum Planning & Advisory Services Inc. | 0.27% | No change | 898 | $308K |
| 180 Wealth Advisors, LLC | 0.05% | No change | 884 | $304K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -1.6% | 880 | $302K |
| St Germain D J Co. Inc. | 0.01% | Reduce -3.0% | 878 | $302K |
| Brown Wealth Management, LLC | 0.11% | Add +11.7% | 872 | $299K |
| Crowley Wealth Management, Inc. | 0.26% | — | 871 | $299K |
| Palisade Asset Management, LLC | 0.03% | Add +0.9% | 869 | $298K |
| Anchor Investment Management, LLC | 0.03% | No change | 868 | $298K |
| Rf&l Wealth Management, LLC | 0.21% | No change | 855 | $294K |
| Advisory Alpha, LLC | 0.01% | Reduce -1.8% | 853 | $293K |
| Davidson Trust Co. | 0.15% | Reduce -11.5% | 850 | $292K |
| Davidson Investment Advisors | 0.01% | Reduce -11.5% | 850 | $292K |
| Sunbelt Securities, Inc. | 0.03% | Add +0.1% | 842 | $292K |
| WMG Financial Advisors, LLC | 0.13% | Reduce -0.3% | 846 | $291K |
| Sollinda Capital Management LLC | 0.08% | Reduce -0.3% | 844 | $290K |
| BCS Wealth Management | 0.07% | New | 835 | $287K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +18.7% | 837 | $287K |
| MV Capital Management, Inc. | 0.03% | No change | 835 | $287K |
| Sequent Planning LLC | 0.11% | New | 834 | $286K |
| AMG National Trust Bank | 0.01% | No change | 830 | $285K |
| Financial Alternatives, Inc | 0.20% | No change | 828 | $284K |
| Lord & Richards Wealth Management, LLC | 0.59% | — | 817 | $281K |
| Sunburst Financial Group, LLC | 0.07% | No change | 817 | $281K |
| Peachtree Investment Partners, LLC | 0.10% | No change | 814 | $279K |
| Mayfair Advisory Group, LLC | 0.16% | No change | 813 | $279K |
| Zacks Investment Management | 0.00% | Reduce -5.4% | 813 | $279K |
| Welch Group, LLC | 0.01% | Add +6.7% | 797 | $276K |
| Provident Wealth Management, LLC | 0.09% | No change | 804 | $276K |
| Guidance Capital, Inc. | 0.08% | Reduce -3.5% | 781 | $276K |
| Wedmont Private Capital | 0.01% | Add +8.6% | 811 | $276K |
| Southern Capital Advisors, LLC | 0.15% | New | 803 | $276K |
| Manchester Financial Inc. | 0.06% | No change | 803 | $276K |
| Mystic Asset Management, Inc. | 0.07% | New | 800 | $275K |
| Total Investment Management Inc. | 0.04% | Add +0.1% | 798 | $274K |
| Ritholtz Wealth Management | 0.01% | No change | 797 | $274K |
| Legacy Investment Solutions, LLC | 0.18% | No change | 780 | $272K |
| Legacy Wealth Managment, LLC | 0.18% | No change | 780 | $272K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -91.9% | 783 | $269K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -0.5% | 780 | $268K |
| First Financial Bankshares Inc | 0.01% | No change | 778 | $267K |
| Venture Visionary Partners LLC | 0.01% | Reduce -51.2% | 776 | $266K |
| Quantinno Capital Management LP | 0.00% | New | 775 | $266K |
| HBK Sorce Advisory LLC | 0.01% | No change | 775 | $266K |
| XML Financial, LLC | 0.02% | No change | 771 | $265K |
| Allianz SE | 0.01% | No change | 767 | $263K |
| Apexium Financial, LP | 0.02% | No change | 762 | $262K |
| Scotia Capital Inc. | 0.00% | New | 759 | $261K |
| Morton Capital Management LLC | 0.05% | No change | 758 | $260K |
| Praetorian Wealth Management, Inc. | 0.06% | New | 750 | $258K |
| Strategic Financial Concepts, LLC | 0.05% | New | 748 | $257K |
| Delta Financial Group, Inc. | 0.06% | New | 745 | $256K |
| Advisors Capital Management, LLC | 0.00% | No change | 744 | $255K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -15.9% | 742 | $255K |
| Concorde Asset Management, LLC | 0.13% | Reduce -6.3% | 738 | $253K |
| Titleist Asset Management, LLC | 0.03% | Add +4.4% | 732 | $251K |
| Fielder Capital Group LLC | 0.08% | No change | 731 | $251K |
| Triton Financial Group Inc | 0.16% | Add +3.0% | 728 | $250K |
| Resurgent Financial Advisors LLC | 0.15% | Reduce -0.7% | 728 | $250K |
| Headlands Technologies LLC | 0.02% | Add +99.5% | 720 | $247K |
| Vigilare Wealth Management | 0.10% | New | 719 | $247K |
| Carmel Capital Partners, LLC | 0.10% | No change | 717 | $246K |
| Kaydan Wealth Management, Inc. | 0.08% | Reduce -1.6% | 717 | $246K |
| Ameriflex Group, Inc. | 0.11% | — | 706 | $246K |
| Aspiriant, LLC | 0.01% | No change | 714 | $245K |
| Ridgewood Investments LLC | 0.12% | No change | 713 | $245K |
| Rice Partnership, LLC | 0.05% | No change | 705 | $242K |
| Jacobi Capital Management LLC | 0.02% | Reduce -16.6% | 701 | $241K |
| Darden Wealth Group Inc | 0.16% | Add +3.9% | 700 | $240K |
| Trilogy Capital Inc. | 0.01% | Reduce -4.1% | 700 | $240K |
| DAVENPORT & Co LLC | 0.00% | No change | 700 | $240K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +0.1% | 684 | $235K |
| Indiana Trust & Investment Management Co | 0.08% | No change | 680 | $234K |
| Jericho Financial, LLP | 0.17% | — | 680 | $233K |
| Gradient Investments LLC | 0.00% | New | 680 | $233K |
| Advisor Resource Council | 0.17% | New | 673 | $231K |
| Liberty Square Wealth Partners LLC | 0.08% | — | 646 | $231K |
| MSH Capital Advisors LLC | 0.07% | Reduce -11.1% | 670 | $230K |
| One Wealth Management Investment & Advisory Services, LLC | 0.36% | No change | 669 | $230K |
| Towneley Capital Management, Inc / DE | 0.05% | New | 658 | $226K |
| Seven Springs Wealth Group, LLC | 0.09% | No change | 657 | $226K |
| Citizens & Northern Corp. | 0.06% | New | 650 | $223K |
| Jackson, Grant Investment Advisers, Inc. | 0.09% | Add +13.7% | 646 | $222K |
| HM Payson & Co. | 0.00% | No change | 646 | $222K |
| German American Bancorp, Inc. | 0.02% | No change | 642 | $220K |
| Bristlecone Advisors, LLC | 0.02% | No change | 640 | $220K |
| Lifestyle Asset Management, Inc. | 0.12% | New | 635 | $218K |
| Ballast, Inc. | 0.06% | New | 634 | $218K |
| Private Trust Co. NA | 0.02% | Add +104.6% | 628 | $216K |
| Rockwood Wealth Management, LLC | 0.02% | New | 619 | $215K |
| Bouchey Financial Group, Ltd. | 0.02% | New | 624 | $214K |
| Fairscale Capital, LLC | 0.18% | No change | 614 | $211K |
| Fagan Associates, Inc. | 0.03% | New | 612 | $210K |
| Riggs Capital Management LLC | 0.21% | — | 609 | $209K |
| KCM Investment Advisors LLC | 0.01% | New | 609 | $209K |
| Legacy Trust | 0.05% | New | 602 | $207K |
| Faithward Advisors, LLC | 0.03% | New | 592 | $203K |
| David Kennon Inc | 0.08% | New | 591 | $203K |
| Smithfield Trust Co | 0.01% | No change | 592 | $203K |
| Financial Advisors Network, Inc. | 0.03% | — | 590 | $203K |
| Evergreen Capital Management LLC | 0.01% | Reduce -36.2% | 588 | $202K |
| OMNI 360 Wealth, Inc. | 0.13% | New | 587 | $202K |
| Accel Wealth Management | 0.08% | New | 584 | $201K |
| First Command Advisory Services, Inc. | 0.00% | No change | 575 | $197K |
| FLP Wealth Management, LLC | 0.50% | — | 568 | $195K |
| Concord Wealth Partners | 0.03% | Add +0.2% | 539 | $185K |
| National Bank of Canada | 0.00% | No change | 523 | $180K |
| Transce3nd, LLC | 0.06% | — | 522 | $179K |
| Quadrant Capital Group LLC | 0.01% | No change | 495 | $170K |
| Fifth Third Bancorp | 0.00% | Reduce -14.4% | 487 | $167K |
| S.A. Mason LLC | 0.09% | No change | 485 | $167K |
| Barclays PLC | 0.00% | No change | 477 | $164K |
| BNP Paribas Financial Markets | 0.00% | Add +2175.0% | 455 | $156K |
| Larson Financial Group LLC | 0.01% | No change | 450 | $155K |
| Parallel Advisors, LLC | 0.00% | Add +40.6% | 447 | $154K |
| First Community Trust NA | 0.11% | No change | 446 | $153K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 429 | $147K |
| Hexagon Capital Partners LLC | 0.03% | Reduce -16.3% | 400 | $137K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 385 | $132K |
| Mascoma Wealth Management LLC | 0.03% | New | 380 | $130K |
| Highline Wealth Partners LLC | 0.04% | No change | 375 | $129K |
| Financial Gravity Companies, Inc. | 0.03% | Reduce -11.2% | 374 | $128K |
| Activest Wealth Management | 0.03% | No change | 350 | $120K |
| Glass Jacobson Investment Advisors llc | 0.04% | No change | 318 | $109K |
| Vestor Capital, LLC | 0.01% | No change | 303 | $104K |
| Park Square Financial Group, LLC | 0.07% | — | 300 | $103K |
| Optimum Investment Advisors | 0.05% | No change | 300 | $103K |
| Evermay Wealth Management LLC | 0.02% | No change | 300 | $103K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 288 | $99K |
| Addison Advisors LLC | 0.03% | No change | 283 | $97K |
| Kiely Wealth Advisory Group, Inc. | 0.06% | No change | 267 | $94K |
| Capital Analysts, LLC | 0.00% | No change | 272 | $93K |
| Brown Brothers Harriman & Co. | 0.00% | New | 263 | $90K |
| Trust Co. of Vermont | 0.00% | No change | 262 | $90K |
| SouthState Bank Corp | 0.01% | No change | 250 | $86K |
| Chesapeake Asset Management LLC | 0.08% | No change | 250 | $86K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 247 | $85K |
| Synergy Asset Management, LLC | 0.01% | New | 236 | $76K |
| Truvestments Capital LLC | 0.02% | New | 220 | $76K |
| Tucker Asset Management LLC | 0.02% | Add +21800.0% | 219 | $75K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 208 | $71K |
| Bogart Wealth, LLC | 0.00% | No change | 205 | $70K |
| Tanglewood Legacy Advisors, LLC | 0.03% | New | 200 | $69K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | No change | 200 | $69K |
| Citizens National Bank Trust Department | 0.01% | No change | 200 | $69K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Add +97.0% | 197 | $67K |
| Wood Tarver Financial Group, LLC | 0.02% | — | 196 | $67K |
| Brooklyn Investment Group | 0.02% | New | 190 | $65K |
| Parkside Financial Bank & Trust | 0.01% | No change | 184 | $63K |
| Wingate Wealth Advisors, Inc. | 0.06% | — | 174 | $60K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 171 | $59K |
| Winch Advisory Services, LLC | 0.01% | Add +0.6% | 167 | $57K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 160 | $55K |
| Field & Main Bank | 0.02% | Reduce -11.4% | 155 | $53K |
| Howe & Rusling Inc. | 0.00% | Reduce -91.6% | 153 | $53K |
| Pittenger & Anderson Inc. | 0.00% | Add +25.0% | 150 | $52K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 148 | $51K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 143 | $49K |
| Richards, Merrill & Peterson, Inc. | 0.02% | — | 135 | $46K |
| Bfsg, LLC | 0.00% | Reduce -20.6% | 116 | $40K |
| Riggs Asset Managment Co. Inc. | 0.01% | New | 114 | $40K |
| Pineridge Advisors LLC | 0.01% | Add +4.6% | 113 | $39K |
| AllSquare Wealth Management LLC | 0.02% | No change | 111 | $38K |
| Glassman Wealth Services | 0.01% | No change | 111 | $38K |
| Quest 10 Wealth Builders, Inc. | 0.04% | — | 106 | $36K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 100 | $34K |
| Rothschild Investment LLC | 0.00% | No change | 100 | $34K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 109 | $34K |
| Clearstead Advisors, LLC | 0.00% | No change | 97 | $33K |
| Key Financial Inc | 0.01% | No change | 91 | $31K |
| Mainstream Capital Management LLC | 0.02% | New | 90 | $31K |
| Bangor Savings Bank | 0.00% | Reduce -14.3% | 90 | $31K |
| 1620 Investment Advisors, Inc. | 0.02% | New | 87 | $30K |
| NBT Bank, N.A. | 0.00% | Add +13.3% | 85 | $29K |
| Sandy Spring Bank | 0.00% | No change | 82 | $28K |
| 2UniFi Bank | 0.02% | — | 80 | $27K |
| Duncker Streett & Co. Inc. | 0.01% | Reduce -5.9% | 80 | $27K |
| Gables Capital Management Inc. | 0.01% | No change | 79 | $27K |
| Founders Financial Alliance, LLC | 0.01% | No change | 74 | $25K |
| GoalVest Advisory LLC | 0.01% | New | 70 | $24K |
| BlackRock, Inc. | 0.00% | New | 70 | $24K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -6.7% | 70 | $24K |
| Aventura Private Wealth, LLC | 0.01% | — | 67 | $23K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 61 | $21K |
| PFG Private Wealth Management, LLC | 0.01% | Reduce -27.7% | 60 | $21K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 60 | $21K |
| Rakuten Securities, Inc. | 0.01% | Add +210.5% | 59 | $20K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -82.1% | 57 | $20K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.7% | 57 | $20K |
| New Republic Capital, LLC | 0.01% | No change | 56 | $19K |
| Global Financial Private Client, LLC | 0.01% | No change | 52 | $18K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 50 | $17K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 48 | $16K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -79.0% | 46 | $16K |
| Van Eck Associates Corp. | 0.00% | New | 46 | $16K |
| Montag A & Associates Inc. | 0.00% | No change | 46 | $16K |
| Your Advocates Ltd., LLP | 0.01% | No change | 45 | $15K |
| Decker Retirement Planning Inc. | 0.01% | — | 42 | $14K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 42 | $14K |
| Legend Financial Advisors, Inc. | 0.01% | No change | 40 | $14K |
| North Star Investment Management Corp. | 0.00% | No change | 39 | $13K |
| Crews Bank & Trust | 0.00% | — | 35 | $12K |
| NFSG Corp | 0.00% | New | 31 | $11K |
| Central Pacific Bank - Trust Division | 0.00% | Add +52.6% | 29 | $10K |
| EnRich Financial Partners LLC | 0.00% | No change | 27 | $9K |
| Eastern Bank | 0.00% | No change | 27 | $9K |
| Abound Wealth Management | 0.00% | No change | 26 | $9K |
| PSI Advisors, LLC | 0.00% | No change | 25 | $9K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 25 | $9K |
| Ancora Advisors LLC | 0.00% | Reduce -60.3% | 25 | $9K |
| Signaturefd, LLC | 0.00% | No change | 15 | $5K |
| Red Tortoise LLC | 0.00% | New | 14 | $5K |
| Hurley Capital, LLC | 0.00% | — | 12 | $4K |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 8 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 9 | $3K |
| Capital & Planning, LLC | 0.00% | — | 6 | $2K |
| YANKCOM Partnership | 0.00% | — | 6 | $2K |
| Sawyer & Company, Inc | 0.00% | No change | 7 | $2K |
| Tsfg, LLC | 0.00% | New | 5 | $2K |
| TruNorth Capital Management, LLC | 0.00% | No change | 3 | $1K |
| Golden State Wealth Management, LLC | 0.00% | — | 3 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 2 | $1K |
| Kestra Investment Management, LLC | 0.00% | New | 2 | $687 |
| FWL Investment Management, LLC | 0.00% | No change | 1 | $343 |
"% 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.