Vngrd Mrgstr MG CP GR ETF-UiMGKETF

13F holders, Q2 2025 (June 30)
861holders +46
93new positions
49sold out
7famous investors
$365.64avg. 13F price*

At the end of Q2 2025, 861 institutions reported holding Vngrd Mrgstr MG CP GR ETF-Ui (MGK) in their 13F filings, up 46 from Q1 2025. 93 opened new positions and 49 sold out. The largest holders were Assetmark, Inc. ($2.9B), Cassaday & Co Wealth Management LLC ($1.4B) and Morgan Stanley ($854.6M). 7 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 (Q2 2025)
CUSIP
921910816
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 707Q1 2024Q2 2024: 736Q2 2024Q3 2024: 747Q3 2024Q4 2024: 839Q4 2024Q1 2025: 815Q1 2025Q2 2025: 861Q2 2025Q3 2025: 901Q3 2025Q4 2025: 981Q4 2025Q1 2026: 962Q1 2026Q2 2026: 1,021Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions93$231.8M
Exits49$80.9M

All 13F filers, Q1 2025 → Q2 2025: 3,159,597 shares bought and 1,508,420 shares sold, net +1,651,177 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 861 holders

Assetmark, Inc. 6.87% Add +3.0% 7,944,594 $2.9B
Cassaday & Co Wealth Management LLC 34.25% Add +6.0% 3,737,341 $1.4B
Morgan Stanley 0.06% Add +2.3% 2,333,958 $854.6M
Bank of America Corp. 0.06% Reduce -2.0% 1,954,190 $715.6M
Captrust Financial Advisors 1.36% Add +0.9% 1,668,738 $611.0M
Howard Capital Management, LLC 6.97% Reduce -21.4% 1,269,992 $465.5M
LPL Financial LLC 0.13% Add +6.7% 1,102,761 $403.8M
UBS Group AG 0.07% Add +8.8% 968,648 $354.7M
Ameriprise Financial Inc. 0.07% Reduce -2.9% 781,681 $286.2M
Wells Fargo & Company 0.06% Reduce -16.8% 699,131 $256.0M
Envestnet Asset Management Inc. 0.07% Reduce -3.0% 672,362 $246.1M
Angeles Wealth Management, LLC 14.45% Add +7.7% 575,440 $210.7M
Osaic Holdings, Inc. 0.36% Add +383.6% 623,866 $202.8M
PNC Financial Services Group, Inc. 0.13% Reduce -2.5% 531,543 $194.6M
Angeles Investment Advisors, LLC 9.51% Add +59.2% 459,590 $168.3M
Cerity Partners LLC 0.29% Add +7.7% 449,938 $164.8M
Royal Bank of Canada 0.03% Add +4.6% 442,317 $162.0M
Comerica Bank 0.55% Reduce -2.2% 384,074 $140.6M
Merit Financial Group, LLC 1.46% Reduce -0.6% 357,827 $131.0M
Prime Capital Investment Advisors, LLC 1.64% Reduce -3.9% 337,161 $123.5M
Raymond James Financial Inc. 0.04% Add +31.8% 334,734 $122.6M
Facet Wealth, Inc. 2.31% Add +13.0% 267,668 $101.9M
Petredis Investment Advisors LLC 8.86% Add +3.5% 276,075 $101.1M
Rockefeller Capital Management L.P. 0.22% Add +10.4% 272,925 $99.9M
Two Sigma Investments, LP 0.18% Reduce -11.0% 266,200 $97.5M
Kensington Asset Management, LLC 7.24% New 261,800 $95.9M
Portfolio Strategies, Inc. 11.89% Reduce -1.5% 249,279 $91.2M
Commonwealth Equity Services, LLC 0.11% Reduce -5.7% 234,590 $85.9M
IFC Advisors LLC 14.89% Add +3.4% 217,435 $79.6M
Falcon Wealth Planning 7.94% Add +6.7% 214,506 $78.5M
HighTower Advisors, LLC 0.10% Add +5.7% 214,060 $78.4M
CX Institutional 2.49% Add +14.4% 195,369 $71.5M
Stifel Financial Corp. 0.07% Reduce -2.5% 193,418 $70.8M
Mariner, LLC 0.09% Add +7.3% 177,393 $65.0M
Beacon Capital Management, LLC 8.64% Reduce -1.6% 174,834 $64.0M
Wealth Enhancement Advisory Services, LLC 0.10% Reduce -9.4% 167,333 $61.8M
Gratus Wealth Advisors, LLC 9.34% Reduce -0.3% 168,403 $61.7M
Strategic Investment Advisors / MI 5.83% Add +10.0% 163,531 $60.0M
Black Diamond Financial, LLC 9.13% Reduce -5.3% 160,522 $58.8M
Northwestern Mutual Wealth Management Co. 0.04% Add +12.9% 156,954 $57.5M
Praetorian Wealth Management, Inc. 12.82% Add +20186.0% 152,145 $55.7M
Cetera Investment Advisers 0.09% Add +11.1% 150,800 $55.2M
Leelyn Smith, LLC 8.83% Add +4.9% 147,010 $53.8M
Creative Planning 0.04% Reduce -3.1% 135,655 $49.7M
MML Investors Services, LLC 0.14% Reduce -20.9% 132,750 $48.6M
Janney Montgomery Scott LLC 0.12% Add +0.0% 127,143 $46.6M
Bernardo Wealth Planning LLC 9.73% Add +2.0% 122,348 $44.8M
Leavell Investment Management, Inc. 1.96% Add +0.1% 119,538 $43.8M
Hengehold Capital Management LLC 3.90% Add +0.1% 116,951 $42.8M
American Trust 3.91% New 113,291 $41.5M
Cambridge Investment Research Advisors, Inc. 0.12% Reduce -0.2% 111,983 $41.0M
Means Investment Co., Inc. 3.68% Reduce -3.8% 106,000 $38.8M
Lido Advisors, LLC 0.20% Add +1557.4% 105,294 $38.6M
Goldman Sachs Group Inc. 0.01% Reduce -4.5% 102,429 $37.5M
FC Advisory LLC 11.12% Reduce -1.7% 98,336 $36.0M
ETF Portfolio Partners, Inc. 9.66% Add +1.2% 95,148 $34.8M
Apriem Advisors 3.66% Add +18.6% 93,976 $34.4M
Blue Edge Capital, LLC 4.87% Reduce -1.5% 89,502 $32.8M
BTG Pactual Asset Management US LLC 4.39% Add +31.9% 88,811 $32.5M
JPMorgan Chase & Co. 0.00% Add +9.2% 83,322 $30.5M
Beacon Pointe Advisors, LLC 0.31% Reduce -2.2% 80,608 $29.5M
EP Wealth Advisors, LLC 0.19% Reduce -0.5% 80,507 $29.5M
D.A. Davidson & Co. 0.20% Add +0.0% 79,178 $29.0M
BHK Investment Advisors, LLC 11.22% Reduce -0.1% 78,247 $28.7M
HB Wealth Management, LLC 0.22% Reduce -0.2% 75,373 $27.6M
Copperwynd Financial, LLC 6.82% Add +2.9% 74,678 $27.3M
Erickson Financial Group, LLC 18.44% Reduce -10.5% 74,547 $27.3M
Vestmark Advisory Solutions, Inc. 0.39% Add +159.9% 74,226 $27.2M
Clarity Financial LLC 2.90% Add +80.2% 73,621 $27.0M
Avior Wealth Management, LLC 0.88% Reduce -0.9% 69,827 $25.6M
Concurrent Investment Advisors, LLC 0.49% Add +7.4% 69,251 $25.4M
Amara Financial, Llc. 20.90% Reduce -8.7% 64,799 $23.7M
Northern Trust Corp. 0.00% Reduce -9.0% 61,392 $22.5M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +20.6% 60,950 $22.3M
Wealthfront Advisers LLC 0.06% Reduce -2.8% 59,714 $21.9M
Zeit Capital LLC 15.04% Add +0.4% 57,451 $21.0M
Alps Advisors Inc. 0.12% Add +49.5% 57,095 $20.9M
Prospera Financial Services Inc 0.39% Add +0.5% 56,433 $20.7M
Ieq Capital, LLC 0.13% Add +3.2% 56,059 $20.5M
Salem Investment Counselors Inc. 0.65% Reduce -1.9% 55,558 $20.4M
Clarus Wealth Advisors 9.31% Add +69.0% 54,989 $20.1M
Sanctuary Advisors, LLC 0.12% Add +4.8% 52,173 $19.1M
Creative Financial Designs Inc. 1.31% Add +29.4% 49,833 $18.2M
Savant Capital, LLC 0.13% Reduce -8.1% 48,992 $17.9M
Raab & Moskowitz Asset Management LLC 4.15% Reduce -1.7% 47,505 $17.4M
ODonnell Financial Services, LLC 6.66% Add +0.9% 47,410 $17.4M
Blackston Financial Advisory Group, LLC 10.81% Reduce -4.9% 47,180 $17.3M
Mather Group, Llc. 0.18% Reduce -3.3% 46,313 $17.0M
Stratos Investment Management, LLC 0.77% Add +10.5% 46,000 $16.8M
Wheelhouse Advisory Group LLC 8.30% Add +4.8% 45,999 $16.8M
WealthShield Partners, LLC 2.01% Add +0.8% 45,473 $16.6M
Zhang Financial LLC 0.76% Add +3.1% 44,886 $16.4M
Von Berge Wealth Management Group, LLC 9.23% Add +0.1% 43,967 $16.4M
US Bancorp \de 0.02% Reduce -0.2% 44,234 $16.2M
NWF Advisory Services Inc. 1.93% Reduce -0.3% 44,207 $16.2M
TFB Advisors LLC 4.13% Reduce -1.6% 43,069 $15.8M
SOL Capital Management CO 1.48% Add +19.9% 41,767 $15.3M
Wealthspire Retirement, LLC 1.01% New 41,688 $15.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.34% Add +3.8% 41,381 $15.2M
Kestra Advisory Services, LLC 0.07% Reduce -35.1% 40,642 $14.9M
Stephens Inc. 0.19% Add +8.5% 38,588 $14.1M
Northeast Investment Management 0.57% Add +8.1% 36,736 $13.5M
Bank of New York Mellon Corp 0.00% Reduce -0.4% 35,543 $13.0M
CW Advisors, LLC 0.12% Reduce -0.2% 34,944 $12.8M
Focused Wealth Management, Inc 1.56% Reduce -0.8% 34,876 $12.8M
Pacific Center for Financial Services 3.46% Reduce -0.4% 34,850 $12.8M
Cascade Financial Partners, LLC 1.53% Add +5.9% 34,707 $12.7M
Foundations Investment Advisors, LLC 0.20% Add +2.9% 33,894 $12.4M
Allspring Global Investments Holdings, LLC 0.02% Add +11.6% 33,606 $12.3M
Texas Capital Bank Wealth Management Services Inc 1.15% Reduce -7.7% 33,597 $12.3M
Philadelphia Trust Co. 0.91% No change 32,500 $11.9M
Kingsview Wealth Management, LLC 0.20% Add +8.0% 32,209 $11.8M
Avantax Advisory Services, Inc. 0.06% Add +42.9% 32,194 $11.8M
Steward Partners Investment Advisory, LLC 0.09% Add +4.5% 31,304 $11.5M
Darwin Wealth Management, LLC 3.97% Reduce -6.2% 31,291 $11.5M
FMR LLC 0.00% Reduce -3.9% 30,675 $11.2M
Cedar Point Capital Partners, LLC 7.90% Reduce -4.4% 30,599 $11.2M
Kestra Private Wealth Services, LLC 0.16% Reduce -15.3% 29,844 $10.9M
Private Advisor Group, LLC 0.06% Add +14.0% 29,292 $10.7M
Fingerlakes Wealth Management, Inc. 7.98% Add +1.5% 29,206 $10.7M
Trilogy Capital Inc. 0.52% Add +4070.3% 29,192 $10.7M
Focus Partners Wealth 0.02% Add +3.8% 28,863 $10.6M
Blair William & Co. 0.03% Add +6.7% 28,572 $10.5M
Truist Financial Corp. 0.02% Reduce -1.8% 28,398 $10.4M
J.W. Cole Advisors, Inc. 0.22% Add +29.5% 28,346 $10.4M
Capstone Wealth Management Group, LLC 9.87% Add +167.4% 28,092 $10.3M
Clifford Group, LLC 8.40% Add +3.2% 27,925 $10.2M
Center For Asset Management LLC 6.21% Add +33.0% 29,077 $10.1M
Quadcap Wealth Management, LLC 1.27% Add +5.1% 27,362 $10.0M
Cypress Wealth Services, LLC 1.72% Reduce -2.5% 26,245 $9.6M
Richard P Slaughter Associates Inc 1.96% Add +354.4% 26,218 $9.6M
Pennsylvania Capital Management Inc. 3.07% Add +905.2% 26,104 $9.6M
Centaurus Financial, Inc. 0.55% Add +1.3% 25,613 $9.4M
Resolute Advisors LLC 2.29% No change 25,104 $9.2M
Deane Retirement Strategies, Inc. 4.05% New 24,681 $9.0M
Jones Financial Companies LLLP 0.01% Add +48.6% 24,636 $9.0M
Valicenti Advisory Services Inc. 2.06% Reduce -0.7% 24,052 $8.8M
Atria Wealth Solutions, Inc. 0.20% Reduce -27.3% 23,945 $8.8M
Apollon Financial, LLC 1.82% Reduce -1.1% 23,713 $8.7M
Alexis Investment Partners, LLC 3.64% Add +306.9% 23,210 $8.5M
Capital Planning LLC 2.63% Reduce -36.0% 22,811 $8.4M
Independent Financial Group, LLC 0.23% Add +21.9% 22,829 $8.4M
Schroder Investment Management Group 0.01% Reduce -8.1% 22,269 $8.1M
Royal Fund Management, LLC 0.84% Reduce -2.9% 21,601 $7.9M
Baird Financial Group, Inc. 0.01% Add +82.5% 21,606 $7.9M
McClarren Financial Advisors, Inc. 5.09% Reduce -16.7% 21,366 $7.8M
Randall & Associates Wealth Management 5.95% Add +15.6% 21,137 $7.7M
Choreo, LLC 0.11% Reduce -10.5% 21,058 $7.7M
FSC Wealth Advisors, LLC 4.81% Add +144.3% 20,821 $7.6M
Accredited Investors Inc. 0.45% Reduce -0.2% 20,670 $7.6M
Win Advisors, Inc. 3.58% New 20,259 $7.4M
Waverly Advisors, LLC 0.08% Reduce -17.6% 20,135 $7.4M
Silver Oak Securities, Incorporated 0.61% Add +23.1% 19,978 $7.3M
Avidian Wealth Enterprises, LLC 0.29% Reduce -0.0% 19,684 $7.2M
AE Wealth Management LLC 0.05% Add +181.1% 19,589 $7.2M
Focus Partners Advisor Solutions, LLC 0.10% Reduce -0.1% 19,477 $7.1M
Joel Isaacson & Co., LLC 0.29% No change 19,437 $7.1M
Gladwyn Financial Advisors, Inc. 5.42% — 19,126 $7.0M
Wells Financial Advisors INC 9.62% Reduce -0.1% 19,123 $7.0M
Stratos Wealth Partners, LTD. 0.09% Add +36.6% 18,659 $6.8M
American Financial & Tax Strategies Inc. 3.44% Reduce -0.4% 18,184 $6.7M
Vanguard Group Inc. 0.00% Add +22.5% 16,577 $6.1M
GeoWealth Management, LLC 0.23% Add +27.1% 16,377 $6.0M
Litman Gregory Wealth Management LLC 0.47% No change 16,230 $5.9M
Global Retirement Partners, LLC 0.15% — 16,189 $5.9M
Thrivent Financial for Lutherans 0.01% Add +16.1% 15,860 $5.8M
Mathes Company, Inc. 2.16% No change 15,790 $5.8M
Citigroup Inc. 0.00% Add +4994.3% 15,283 $5.6M
Carr Financial Group Corp 1.63% Add +209.3% 15,090 $5.5M
Harbour Investments, Inc. 0.14% Add +7.4% 15,059 $5.5M
Sicart Associates LLC 1.87% Reduce -7.0% 14,628 $5.4M
EverSource Wealth Advisors, LLC 0.24% Reduce -6.5% 14,215 $5.2M
Brookstone Capital Management 0.07% Add +6.0% 14,196 $5.2M
Baring Financial LLC 3.86% Add +7.8% 14,121 $5.2M
Ethos Financial Group, LLC 0.44% Reduce -4.0% 13,999 $5.1M
Fiduciary Alliance LLC 0.36% New 13,177 $4.8M
Flagship Private Wealth, LLC 2.05% Add +3.8% 13,150 $4.8M
Ifrah Financial Services, Inc. 1.31% Reduce -2.2% 13,143 $4.8M
Moneta Group Investment Advisors LLC 0.06% Reduce -1.1% 13,120 $4.8M
GTS Securities LLC 0.21% New 13,079 $4.8M
Orion Porfolio Solutions, LLC 0.04% Add +55.4% 12,921 $4.7M
Jackson Wealth Management, LLC 0.51% New 12,895 $4.7M
Advisory Services Network, LLC 0.07% Reduce -2.1% 12,233 $4.7M
Breakwater Investment Management 1.79% Reduce -6.6% 12,669 $4.6M
Integrated Wealth Concepts LLC 0.05% Add +10.8% 12,527 $4.6M
NewEdge Advisors, LLC 0.02% Add +1.4% 12,504 $4.6M
CPC Advisors, LLC 0.57% Add +1507.1% 12,391 $4.5M
Strategic Financial Partners, Ltd. 2.09% Add +0.3% 12,273 $4.5M
Tactive Advisors, LLC 1.44% — 12,130 $4.4M
Novem Group 0.55% Add +3.4% 11,897 $4.4M
Atria Investments, Inc 0.05% Add +26.7% 11,636 $4.3M
Wealthspire Advisors, LLC 0.02% Reduce -9.4% 11,614 $4.3M
Insigneo Advisory Services, LLC 0.36% Add +9.5% 11,542 $4.2M
Gateway Wealth Partners, LLC 0.78% Add +25.1% 11,248 $4.1M
Bawa N Mallick Trust 1.66% No change 11,004 $4.0M
Renaissance Technologies 0.01% New 10,900 $4.0M
Sharkey, Howes & Javer 0.53% Reduce -4.4% 10,722 $3.9M
Fisher Asset Management 0.00% Reduce -20.3% 10,698 $3.9M
Milestone Asset Management Group, LLC 2.88% Add +5.7% 10,617 $3.9M
Forum Private Client Group LLC 1.50% Add +4.4% 10,600 $3.9M
IFP Advisors, Inc 0.11% Reduce -2.2% 10,597 $3.9M
Encompass Wealth Advisors, LLC 1.41% Reduce -0.7% 10,511 $3.8M
Citadel Advisors 0.00% New 10,498 $3.8M
Alpha Cubed Investments, LLC 0.15% Reduce -8.8% 10,470 $3.8M
Pinnacle Bancorp, Inc. 1.17% No change 10,344 $3.8M
Silverlake Wealth Management LLC 1.09% Add +13.9% 10,091 $3.7M
WNY Asset Management, LLC 0.41% Add +19.7% 10,065 $3.7M
AQR Capital Management 0.00% Add +162.0% 10,035 $3.7M
Worth Asset Management, LLC 1.81% Add +63.7% 10,010 $3.7M
Consolidated Portfolio Review Corp 0.51% Reduce -2.6% 9,981 $3.7M
CIBC Private Wealth Group LLC 0.01% Add +2.0% 9,937 $3.6M
Sheridan Capital Management, LLC 2.51% Add +5.0% 9,927 $3.6M
World Investment Advisors 0.08% Add +7.4% 9,904 $3.6M
Horizon Investment Services, LLC 1.59% Reduce -3.8% 9,897 $3.6M
Pillar Financial Advisors, LLC 2.46% Reduce -1.4% 9,741 $3.6M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -77.4% 9,567 $3.5M
Checchi Capital Advisers, LLC 0.24% Reduce -9.6% 9,503 $3.5M
Breakwater Capital Group 0.56% Add +4.6% 9,379 $3.4M
Silicon Valley Capital Partners 0.36% Reduce -0.7% 9,356 $3.4M
Main Street Financial Solutions, LLC 0.25% Reduce -0.3% 9,304 $3.4M
United Capital Financial Advisors, LLC 0.03% Add +2.2% 9,200 $3.4M
Simplicity Wealth,LLC 0.14% New 9,192 $3.4M
Integrity Alliance, Llc. 0.18% Reduce -17.4% 9,109 $3.3M
Ballentine Partners, LLC 0.05% Reduce -2.0% 9,058 $3.3M
1900 Wealth Management LLC 0.25% Reduce -0.5% 9,043 $3.3M
Accretive Wealth Partners, LLC 1.08% No change 9,000 $3.3M
Hilltop Wealth Advisors, LLC 1.81% Reduce -2.4% 8,806 $3.2M
Kera Capital Partners, Inc. 0.64% Add +298.0% 8,804 $3.2M
CoreCap Advisors, LLC 0.13% Add +7.7% 8,741 $3.2M
MAI Capital Management 0.02% Reduce -11.8% 8,721 $3.2M
Ameritas Advisory Services, LLC 0.17% Reduce -49.3% 8,694 $3.2M
Colorado Capital Management, Inc. 1.36% Add +4.5% 8,690 $3.2M
Redhawk Wealth Advisors, Inc. 0.40% Add +15.8% 8,656 $3.2M
Spirepoint Private Client, LLC 0.36% Reduce -6.8% 8,645 $3.2M
TD Private Client Wealth LLC 0.08% Add +7.5% 8,480 $3.1M
Sowell Financial Services LLC 0.13% Reduce -0.4% 8,465 $3.1M
Bank of Hawaii 0.16% Add +4.0% 8,447 $3.1M
Farther Finance Advisors, LLC 0.06% Add +2.4% 8,241 $3.0M
First Horizon Advisors, Inc. 0.08% Reduce -12.9% 8,151 $3.0M
IHT Wealth Management, LLC 0.08% Add +14.1% 8,014 $2.9M
Americana Partners, LLC 0.10% No change 7,997 $2.9M
Valmark Advisers, Inc. 0.04% Add +0.0% 7,852 $2.9M
Plan Group Financial, LLC 0.94% Add +125.2% 7,808 $2.9M
Mercer Global Advisors Inc. 0.01% Add +3.8% 7,665 $2.8M
Prosperity Wealth Management, Inc. 1.03% Reduce -23.6% 7,554 $2.8M
Nwam LLC 0.16% Reduce -3.5% 7,270 $2.8M
Fischer Investment Strategies, LLC 1.81% Reduce -14.9% 7,352 $2.7M
Financial Life Planners 2.17% Add +2.5% 7,297 $2.7M
Fortune 45 LLC 1.54% Add +2.1% 7,288 $2.7M
Griffin Asset Management, Inc. 0.31% Add +92.5% 7,284 $2.7M
Good Life Advisors, LLC 0.16% Reduce -0.3% 7,005 $2.6M
Money Concepts Capital Corp. 0.17% Add +7.9% 6,942 $2.5M
Knightsbridge Asset Management, LLC 0.56% Add +42.2% 6,830 $2.5M
Wealthcare Advisory Partners LLC 0.06% Add +13.6% 6,781 $2.5M
Mayfair Advisory Group, LLC 1.16% Add +673.8% 6,361 $2.5M
Synovus Financial Corp. 0.03% Reduce -18.2% 6,664 $2.4M
Dopkins Wealth Management, LLC 1.09% Add +1.7% 6,651 $2.4M
Eagle Strategies LLC 0.37% Add +7.4% 6,630 $2.4M
Francis Financial, Inc. 0.56% New 6,557 $2.4M
N.E.W. Advisory Services LLC 0.23% Reduce -2.8% 6,512 $2.4M
Bessemer Group Inc. 0.00% Add +1.2% 6,474 $2.4M
Fearless Solutions, LLC dba Best Invest 1.66% Reduce -0.8% 6,469 $2.4M
Mgo One Seven LLC 0.08% Add +0.4% 6,431 $2.4M
Sound Income Strategies, LLC 0.13% Add +11.6% 6,426 $2.4M
Plancorp, LLC 0.08% No change 6,382 $2.3M
Spire Wealth Management 0.08% Add +76.6% 6,356 $2.3M
Causey Wealth LLC 1.18% No change 6,250 $2.3M
Rik Saylor Financial, Inc. 1.76% Reduce -0.5% 6,237 $2.3M
MidAtlantic Capital Management, Inc. 1.62% Add +10.1% 6,220 $2.3M
Cherry Creek Investment Advisors, Inc. 1.06% Reduce -1.6% 6,175 $2.3M
Savvy Advisors, Inc. 0.15% New 6,104 $2.2M
Avant Capital LLC 1.72% Add +0.0% 6,052 $2.2M
Strategic Investment Solutions, Inc. 0.67% Reduce -11.2% 6,018 $2.2M
Berger Financial Group, Inc 0.14% Add +4.4% 6,016 $2.2M
Premier Path Wealth Partners, LLC 0.31% No change 6,008 $2.2M
HUB Investment Partners, LLC 0.08% Reduce -2.3% 6,006 $2.2M
Finward Bancorp 1.73% Add +2.7% 5,985 $2.2M
Regal Investment Advisors LLC 0.16% Reduce -6.4% 5,918 $2.2M
StoneX Group Inc. 0.10% Add +0.6% 5,850 $2.1M
Equitable Holdings, Inc. 0.02% Reduce -1.0% 5,846 $2.1M
&partners 0.02% Reduce -7.3% 5,846 $2.1M
One Capital Management, LLC 0.07% Reduce -94.0% 5,837 $2.1M
Axxcess Wealth Management, LLC 0.05% Add +11.8% 5,696 $2.1M
Pathway Financial Advisers, LLC 0.67% Add +5.7% 5,669 $2.1M
Kovack Advisors, Inc. 0.20% Reduce -38.0% 5,590 $2.0M
Garden State Investment Advisory Services LLC 0.55% Reduce -0.7% 5,576 $2.0M
Mutual Advisors, LLC 0.05% Add +8.0% 5,360 $2.0M
Keybank National Association 0.01% Add +0.5% 5,449 $2.0M
Corient Private Wealth LP 0.00% Add +13.6% 5,337 $2.0M
Sovereign Financial Group, Inc. 0.39% Reduce -0.3% 5,195 $1.9M
Jaffetilchin Investment Partners, LLC 0.12% Add +1.3% 5,129 $1.9M
Brendel Financial Advisors LLC 1.05% New 5,107 $1.9M
Continuum Advisory, LLC 0.22% Add +1.7% 5,088 $1.9M
Gilliland Jeter Wealth Management LLC 0.61% No change 5,079 $1.9M
Accurate Wealth Management, LLC 0.28% Add +35.7% 4,997 $1.8M
Bowman & Co S.C. 0.81% No change 4,941 $1.8M
Sigma Planning Corp 0.05% Reduce -7.6% 4,884 $1.8M
Fifth Third Securities, Inc. 0.13% Reduce -14.7% 4,881 $1.8M
Lazari Capital Management, Inc. 0.66% Add +1.2% 4,804 $1.8M
Hershey Financial Advisers, LLC 1.56% — 4,754 $1.7M
Procyon Advisors, LLC 0.16% Reduce -14.2% 4,724 $1.7M
Gladstone Institutional Advisory LLC 0.07% Reduce -1.8% 4,641 $1.7M
Almanack Investment Partners, LLC. 0.27% New 4,619 $1.7M
High Net Worth Advisory Group LLC 0.44% Add +5.6% 4,582 $1.7M
Florida Financial Advisors, LLC 0.40% Add +30.6% 4,507 $1.7M
Efficient Advisors, LLC 0.10% New 4,505 $1.6M
Great Valley Advisor Group, Inc. 0.04% Add +7.0% 4,481 $1.6M
LifePlan Financial, LLC 1.36% Reduce -1.0% 4,474 $1.6M
Financial Engines Advisors L.L.C. 0.00% Add +82.7% 4,466 $1.6M
Clark Capital Management Group, Inc. 0.01% Reduce -2.8% 4,454 $1.6M
Blue Trust, Inc. 0.02% No change 4,436 $1.6M
Willner & Heller, LLC 1.36% Reduce -0.3% 4,402 $1.6M
Westbourne Investments, Inc. 0.86% Reduce -1.9% 4,384 $1.6M
Crescent Grove Advisors, LLC 0.15% No change 4,335 $1.6M
Brown Advisory Inc. 0.00% Reduce -5.9% 4,331 $1.6M
Eclectic Associates Inc. 0.34% Reduce -15.9% 4,327 $1.6M
LongView Wealth Management 0.48% Add +2.6% 4,305 $1.6M
Sovran Advisors, LLC 0.16% Reduce -21.6% 4,253 $1.6M
Old National Bancorp 0.03% Add +4.7% 4,218 $1.5M
Wellspring Financial Advisors, LLC 0.14% No change 4,202 $1.5M
Fee-Only Financial Planning, L.C. 0.95% No change 4,200 $1.5M
Balanced Rock Investment Advisors LLC 1.21% Reduce -25.2% 4,198 $1.5M
Argent Trust Co 0.06% No change 4,177 $1.5M
First International Bank of Israel Ltd. 0.89% — 4,148 $1.5M
Capital Group Private Client Services, Inc. 0.01% Reduce -24.1% 4,123 $1.5M
D. E. Shaw & Co. 0.00% New 4,095 $1.5M
Belpointe Asset Management LLC 0.06% Add +49.9% 4,081 $1.5M
Cwm, LLC 0.01% Add +33.7% 4,077 $1.5M
SCS Capital Management LLC 0.02% No change 4,038 $1.5M
Allworth Financial LP 0.01% Add +12.0% 4,022 $1.5M
Betterment LLC 0.00% Reduce -13.4% 4,009 $1.5M
Venturi Wealth Management, LLC 0.07% New 4,000 $1.5M
Hollencrest Capital Management 0.06% No change 4,000 $1.5M
Meridian Wealth Management, LLC 0.06% Reduce -3.4% 3,991 $1.5M
Rwa Wealth Partners, LLC 0.02% No change 3,961 $1.5M
Liberty Wealth Management LLC 0.23% Reduce -8.2% 3,940 $1.4M
Mission Wealth Management, LP 0.03% Add +204.9% 3,930 $1.4M
Oxbow Advisors, LLC 0.16% No change 3,920 $1.4M
Nicolet Advisory Services, LLC 0.12% Reduce -7.3% 3,830 $1.4M
Citizens Financial Group Inc. 0.02% Reduce -4.7% 3,867 $1.4M
Jefferies Financial Group Inc. 0.02% Add +95.0% 3,848 $1.4M
Robertson Stephens Wealth Management, LLC 0.05% Reduce -50.3% 3,843 $1.4M
Capital Squared Financial LLC 1.63% — 3,829 $1.4M
Elevation Capital Advisory, LLC 0.56% New 3,820 $1.4M
FRG Family Wealth Advisors LLC 0.24% No change 3,803 $1.4M
Certuity, LLC 0.13% Add +0.1% 3,791 $1.4M
Keystone Financial Group 0.13% Add +12.6% 3,771 $1.4M
AlTi Global, Inc. 0.03% No change 3,764 $1.4M
LifeSteps Financial, Inc. 0.94% Reduce -1.3% 3,741 $1.4M
Charles Schwab Investment Management Inc. 0.00% Reduce -28.8% 3,667 $1.3M
Ausdal Financial Partners, Inc. 0.09% Reduce -5.0% 3,632 $1.3M
Csenge Advisory Group 0.07% Reduce -6.6% 3,842 $1.3M
Steel Grove Capital Advisors, LLC 0.16% Reduce -22.2% 3,614 $1.3M
Insight Advisors, LLC/ PA 0.21% Reduce -0.7% 3,598 $1.3M
Choate Investment Advisors 0.03% No change 3,598 $1.3M
Echo Wealth Management, LLC 0.80% No change 3,574 $1.3M
Vontobel Holding Ltd. 0.00% Add +7.8% 3,568 $1.3M
Parallel Advisors, LLC 0.03% Add +135.5% 3,566 $1.3M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -1.1% 3,548 $1.3M
Jacobi Capital Management LLC 0.09% New 3,541 $1.3M
Hoffman, Alan N Investment Management 0.64% Reduce -2.4% 3,519 $1.3M
Sage Mountain Advisors LLC 0.08% No change 3,485 $1.3M
Advisory Alpha, LLC 0.04% Add +143.8% 3,482 $1.3M
Diversify Advisory Services, LLC 0.05% Add +17.8% 3,277 $1.3M
Financial Advocates Investment Management 0.10% Reduce -35.0% 3,430 $1.3M
Avestar Capital, LLC 0.09% Reduce -45.9% 3,420 $1.3M
Turtle Creek Wealth Advisors, LLC 0.15% New 3,408 $1.2M
Integrated Advisors Network LLC 0.06% New 3,368 $1.2M
Crown Wealth Group, LLC 0.45% Add +8.5% 3,302 $1.2M
Midwest Trust Co 0.02% — 3,240 $1.2M
Clearwater Capital Advisors, LLC 0.11% Reduce -0.6% 3,213 $1.2M
Modern Wealth Management, LLC 0.03% Add +84.4% 3,201 $1.2M
M3 Advisory Group, LLC 0.81% Add +39.3% 3,200 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -70.1% 3,193 $1.2M
Capital Investment Advisors, LLC 0.02% Reduce -1.9% 3,148 $1.2M
Pathstone Holdings, LLC 0.00% Add +69.1% 5,458 $1.1M
Essex Financial Services, Inc. 0.07% Add +14.7% 3,092 $1.1M
Summit X, LLC 0.20% Add +140.0% 3,000 $1.1M
Nautilus Advisors LLC 0.81% No change 3,000 $1.1M
Detalus Advisors, LLC 0.32% No change 2,991 $1.1M
Cyndeo Wealth Partners, LLC 0.06% Add +3.4% 2,980 $1.1M
Investment Planning Advisors, Inc. 0.38% Add +3.4% 2,974 $1.1M
Client 1ST Advisory Group, LLC 0.39% No change 2,936 $1.1M
NorthCoast Asset Management LLC 0.00% Add +11.2% 2,911 $1.1M
Well Done, LLC 0.20% No change 2,898 $1.1M
Calton & Associates, Inc. 0.18% New 2,878 $1.1M
Wilmington Savings Fund Society, FSB 0.02% Reduce -7.1% 2,861 $1.0M
Vigilare Wealth Management 0.39% Reduce -64.0% 2,845 $1.0M
Weaver Consulting Group 0.28% Reduce -6.9% 2,786 $1.0M
Legacy Financial Advisors, Inc. 0.16% Add +5.3% 2,771 $1.0M
Koshinski Asset Management, Inc. 0.07% No change 2,698 $988K
Hartline Investment Corp./ 0.11% Reduce -3.6% 2,690 $985K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Reduce -0.3% 2,650 $970K
Institute for Wealth Management, LLC. 0.11% Reduce -2.8% 2,633 $964K
Fort Sheridan Advisors LLC 0.14% Add +76.2% 2,626 $962K
Parsons Capital Management Inc. 0.06% Reduce -9.2% 2,625 $961K
VestGen Advisors, LLC 0.04% No change 2,624 $961K
RFP Financial Group LLC 0.40% Reduce -98.2% 2,621 $960K
Tme Financial, Inc. 0.77% Add +71.1% 2,603 $953K
Larson Financial Group LLC 0.04% Add +473.8% 2,588 $948K
Retirement Guys Formula LLC 0.36% Reduce -3.5% 2,586 $947K
Prestige Wealth Management Group LLC 0.19% No change 2,562 $939K
Principal Securities, Inc. 0.02% Add +13.4% 2,548 $933K
Geneos Wealth Management Inc. 0.02% Add +129.3% 2,536 $929K
Ridgepath Capital Management LLC 0.42% No change 2,496 $914K
Quent Capital, LLC 0.09% Add +34.4% 2,488 $911K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.13% Add +5.6% 2,476 $907K
Capital Investment Advisory Services, LLC 0.07% Reduce -7.1% 2,474 $906K
Heartwood Wealth Advisors LLC 0.09% Reduce -1.3% 2,472 $905K
Wescott Financial Advisory Group, LLC 0.09% No change 2,466 $903K
Avalon Trust Co 0.07% No change 2,450 $897K
CENTRAL TRUST Co 0.02% No change 2,432 $891K
Private Wealth Group, LLC 0.47% No change 2,418 $885K
CAP Partners, LLC 0.55% Add +56.4% 2,404 $880K
Sagespring Wealth Partners, LLC 0.02% Add +3.0% 2,400 $879K
National Wealth Management Group, LLC 0.49% Add +2.5% 2,389 $875K
Tudor Investment Corporation 0.01% Reduce -65.3% 2,380 $871K
Summit Investment Advisory Services, LLC 0.38% Add +0.6% 2,361 $865K
Fortis Group Advisors, LLC 0.16% Add +6.7% 2,264 $862K
Johnson Investment Counsel Inc. 0.01% Reduce -2.1% 2,347 $859K
Squire Investment Management Company, LLC 0.31% No change 2,325 $851K
Aptus Capital Advisors, LLC 0.01% Add +0.2% 2,296 $841K
Richardson Financial Services Inc. 0.56% Add +28.3% 2,307 $836K
Financial Management Network Inc. 0.15% Add +0.6% 2,263 $835K
Bank of Montreal 0.00% Reduce -7.2% 2,276 $834K
Cary Street Partners Financial LLC 0.02% Add +7.2% 2,246 $823K
Dana Investment Advisors, Inc. 0.03% Add +2.0% 2,190 $802K
SBI Securities Co., Ltd. 0.02% Add +7.4% 2,185 $800K
Wagner Wealth Management, LLC 0.18% Reduce -3.4% 2,160 $791K
Rolek Wealth Management LLC 0.68% Add +11.2% 2,148 $786K
Russell Investments Group, Ltd. 0.00% Add +12.4% 2,117 $775K
Graney & King, LLC 0.52% No change 2,111 $773K
City State Bank 0.24% Add +1.7% 2,096 $767K
L.M. Kohn & Company 0.20% New 2,049 $750K
Vantage Financial Partners, LLC 0.17% Reduce -3.4% 2,042 $748K
Buttonwood Financial Advisors Inc. 0.30% Reduce -1.4% 2,034 $745K
Pinion Investment Advisors, LLC 0.25% Add +7.8% 2,018 $739K
Summit Wealth Partners, LLC 0.14% No change 2,012 $737K
Altfest L J & Co. Inc. 0.09% Add +3.2% 2,007 $735K
First Trust Advisors LP 0.00% New 1,999 $732K
Owen LaRue, LLC 0.31% Add +5.0% 1,993 $730K
PrairieView Partners, LLC 0.07% No change 1,988 $727K
Serenus Wealth Advisors, LLC 0.12% No change 1,970 $721K
Synergy Investment Management, LLC 0.43% Reduce -1.9% 1,940 $710K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -0.4% 1,911 $700K
FF Advisors,LLC 0.36% No change 1,906 $698K
Focus Financial Network, Inc. 0.03% Reduce -4.4% 1,903 $697K
Nations Financial Group Inc, /Ia/ 0.05% No change 1,896 $694K
FAS Wealth Partners, Inc. 0.05% Add +0.1% 1,895 $694K
Mitchell McLeod Pugh & Williams Inc. 0.13% Reduce -3.4% 1,885 $690K
Park Avenue Securities LLC 0.01% Add +3.2% 1,885 $690K
VSM Wealth Advisory, LLC 0.23% Add +82.0% 1,866 $683K
Acorn Financial Advisory Services Inc. 0.11% No change 1,850 $677K
Capital Investment Counsel, LLC 0.10% New 1,831 $670K
Stonebridge Financial Planning Group, LLC 0.28% No change 1,829 $670K
Private Trust Co. NA 0.06% Add +183.7% 1,827 $669K
Smith, Moore & Co. 0.06% Add +4.3% 1,826 $668K
LS Investment Advisors, LLC 0.10% Reduce -9.9% 1,825 $668K
Measured Wealth Private Client Group, LLC 0.20% Reduce -1.6% 1,808 $662K
Rodgers & Associates, LTD 0.07% Reduce -1.5% 1,808 $662K
Kingswood Wealth Advisors, LLC 0.05% Add +5.9% 1,800 $659K
Quantinno Capital Management LP 0.00% Add +34.1% 1,797 $658K
DT Investment Partners, LLC 0.06% Add +1248.1% 1,793 $657K
Fortis Capital Advisors, LLC 0.12% Reduce -4.2% 1,790 $655K
Signal Advisors Wealth, LLC 0.05% Add +54.9% 1,786 $654K
Beaumont Financial Advisors, LLC 0.05% Reduce -2.0% 1,783 $653K
Berkshire Money Management, Inc. 0.07% New 1,782 $653K
BCO Wealth Management LLC 0.47% No change 1,789 $652K
Centurion Wealth Management LLC 0.19% New 1,770 $648K
White Lighthouse Investment Management Inc. 0.10% Reduce -5.3% 1,763 $646K
Nicholas Hoffman & Company, LLC. 0.02% No change 1,718 $629K
Cibc World Market Inc. 0.00% Add +25.8% 1,704 $624K
Bailard, Inc. 0.01% No change 1,700 $622K
Latitude Advisors, LLC 0.31% No change 1,698 $622K
New England Private Wealth Advisors LLC 0.09% Add +0.1% 1,619 $616K
Beaumont Asset Management, L.L.C. 0.33% New 1,679 $615K
Wealthstream Advisors, Inc. 0.10% No change 1,671 $612K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +58.1% 1,663 $609K
Mfa Wealth Advisors, LLC 0.14% Reduce -51.0% 1,646 $603K
Financial Freedom, LLC 0.32% No change 1,646 $603K
Westmount Partners, LLC 0.17% No change 1,646 $603K
O'shaughnessy Asset Management, LLC 0.00% Add +16.0% 1,642 $601K
Western Wealth Management, LLC 0.04% Add +0.4% 1,636 $599K
CreativeOne Wealth, LLC 0.02% Add +14.0% 1,628 $596K
Camarda Financial Advisors, LLC 0.23% New 1,625 $595K
Empower Advisory Group, LLC 0.00% Add +8.1% 1,623 $594K
MPWM Advisory Solutions, LLC 0.37% No change 1,606 $588K
Embree Financial Group 0.09% Reduce -12.7% 1,600 $586K
Legacy Advisory Services, LLC 0.46% Reduce -7.5% 1,595 $584K
HBW Advisory Services LLC 0.07% Add +4.7% 1,580 $578K
Berkshire Asset Management LLC 0.03% Reduce -8.5% 1,572 $576K
Maryland Capital Advisors Inc. 0.23% No change 1,570 $575K
AlphaCore Capital LLC 0.02% Add +49.1% 1,561 $572K
Traphagen Investment Advisors LLC 0.05% No change 1,552 $568K
Carroll Investors, Inc 0.30% Add +1.2% 1,549 $567K
PFG Investments, LLC 0.03% Add +7.3% 1,545 $566K
Apollon Wealth Management, LLC 0.01% Reduce -31.2% 1,544 $565K
JGP Wealth Management, LLC 0.07% Reduce -4.9% 1,540 $564K
Pacific Point Advisors, LLC 0.30% No change 1,526 $559K
Roundview Capital LLC 0.04% No change 1,520 $557K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -14.2% 1,519 $556K
McAdam, LLC 0.03% Add +11.0% 1,518 $556K
Stonegate Investment Group, LLC 0.01% Add +16.2% 1,503 $550K
Cozad Asset Management Inc. 0.05% No change 1,498 $549K
Aurora Private Wealth, Inc. 0.40% Reduce -0.5% 1,491 $546K
Maridea Wealth Management LLC 0.14% Add +45.3% 1,488 $545K
RDA Financial Network 0.15% Reduce -2.5% 1,488 $545K
Beacon Financial Advisory LLC 0.14% Reduce -4.6% 1,486 $544K
Accel Wealth Management 0.18% Add +17.2% 1,485 $544K
Balefire, LLC 0.12% New 1,472 $539K
Flow Traders U.S. LLC 0.02% New 1,473 $539K
Colton Groome Financial Advisors, LLC 0.18% Reduce -5.2% 1,471 $539K
CVA Family Office, LLC 0.07% Add +7.0% 1,458 $534K
Retirement Income Solutions, Inc. 0.10% Reduce -2.0% 1,454 $532K
Bell Bank 0.02% Reduce -6.7% 1,451 $531K
Private Client Services, LLC 0.21% Add +3.6% 1,450 $531K
ICONIQ Capital, LLC 0.01% No change 1,443 $528K
Optivise Advisory Services LLC 0.27% Add +7.7% 1,441 $528K
Tiaa Trust, National Association 0.00% Reduce -8.6% 1,440 $527K
Rothschild Wealth LLC 0.13% No change 1,421 $520K
Canvas Wealth Advisors, LLC 0.10% Reduce -6.1% 1,363 $520K
Global Trust Asset Management, LLC 0.28% Reduce -12.4% 1,415 $518K
Platform Technology Partners 0.13% No change 1,407 $515K
Quotient Wealth Partners, LLC 0.02% Add +0.1% 1,404 $514K
Simmons Bank 0.04% No change 1,400 $513K
CVFG LLC 0.40% Add +1.5% 1,390 $509K
SOA Wealth Advisors, LLC. 0.09% No change 1,385 $507K
Hazlett, Burt & Watson, Inc. 0.20% Add +2.2% 1,326 $488K
Pennington Partners & Co., LLC 0.26% New 1,329 $487K
Mindset Wealth Management, LLC 0.16% No change 1,330 $487K
Investors Research Corp 0.10% Reduce -0.5% 1,323 $484K
CWC Advisors, LLC. 0.24% No change 1,288 $472K
LWM Advisors Inc. 0.53% No change 1,284 $470K
ProVise Management Group, LLC 0.04% Add +0.3% 1,284 $470K
Headlands Technologies LLC 0.06% Add +248.5% 1,279 $468K
Howe & Rusling Inc. 0.03% No change 1,260 $461K
Arax Advisory Partners 0.02% Add +15.0% 292 $461K
Jackson Square Capital, LLC 0.10% No change 1,252 $458K
Sequoia Financial Advisors, LLC 0.00% Add +77.8% 1,248 $457K
First Affirmative Financial Network 0.23% No change 1,243 $455K
Oarsman Capital, Inc. 0.07% Reduce -0.2% 1,242 $455K
Intellus Advisors LLC 0.07% New 1,237 $453K
Keb Asset Management, LLC 0.11% No change 1,235 $452K
Cloud Capital Management, LLC 0.28% No change 1,186 $449K
Franklin Resources Inc. 0.00% Add +2.9% 1,226 $449K
Baker Avenue Asset Management, LP 0.01% Reduce -2.8% 1,224 $448K
Clear Creek Financial Management, LLC 0.04% Reduce -55.2% 1,216 $445K
Cornerstone Wealth Management, LLC 0.03% Reduce -7.6% 1,216 $445K
Castle Rock Wealth Management, LLC 0.10% Add +0.1% 1,169 $441K
Wedmont Private Capital 0.02% Add +45.8% 1,182 $437K
Regions Financial Corp. 0.00% Add +14.6% 1,191 $436K
Pettyjohn, Wood & White, Inc. 0.08% No change 1,187 $435K
Hubbell Strickland Wealth Management, LLC 0.19% No change 1,187 $435K
Hughes Financial Services, LLC 0.07% No change 1,137 $434K
Fairscale Capital, LLC 0.32% Add +85.5% 1,139 $433K
Dahring | Cusmano LLC 0.34% Add +0.3% 1,179 $432K
Sterling Investment Counsel, LLC 0.25% Add +7.5% 1,176 $431K
Perigon Wealth Management, LLC 0.01% Add +2.8% 1,170 $428K
Diversified Trust Co. 0.01% Reduce -2.9% 1,170 $428K
Trevian Wealth Management LLC 0.26% No change 1,170 $428K
Marathon Mission, Inc. 0.27% No change 1,168 $428K
Glenview Trust Co 0.01% No change 1,161 $425K
Snowden Capital Advisors LLC 0.01% No change 1,159 $425K
Birch Hill Investment Advisors LLC 0.02% No change 1,151 $421K
Cadence Bank 0.03% No change 1,146 $420K
Signature Estate & Investment Advisors LLC 0.01% Reduce -19.5% 1,140 $417K
Dover Advisors, LLC 0.18% No change 1,131 $414K
Heritage Investment Group, Inc. 0.07% No change 1,130 $414K
AdvisorNet Financial, Inc 0.03% Reduce -18.1% 1,127 $413K
SpringVest Wealth Management LLC 0.33% No change 1,125 $412K
Wolverine Trading, LLC 0.01% Add +15.2% 1,129 $412K
Live Oak Investment Partners 0.32% Reduce -33.2% 1,123 $411K
United Advisor Group, LLC 0.07% Reduce -46.5% 1,120 $410K
MWA Asset Management 0.25% Reduce -3.7% 1,112 $407K
Waldron Private Wealth LLC 0.02% No change 1,094 $401K
Pure Financial Advisors, LLC 0.01% Reduce -7.1% 1,095 $401K
UMB Bank, n.a. 0.01% No change 1,092 $400K
Principle Wealth Partners LLC 0.02% New 1,088 $398K
Brighton Jones LLC 0.01% Add +0.5% 1,086 $398K
Simon Quick Advisors, LLC 0.02% No change 1,085 $397K
Intrua Financial, LLC 0.06% No change 1,082 $396K
Certified Advisory Corp 0.04% Reduce -5.6% 1,065 $390K
Sfm, LLC 0.25% No change 1,059 $388K
Shepherd Financial Partners LLC 0.04% No change 1,059 $388K
Comprehensive Financial Planning, Inc. 0.30% Add +0.1% 1,049 $384K
Icon Wealth Advisors, LLC 0.03% No change 1,045 $383K
OxenFree Capital LLC 0.23% Reduce -1.5% 1,042 $382K
Perennial Investment Advisors, LLC 0.04% Reduce -2.4% 1,041 $381K
OneDigital Investment Advisors LLC 0.00% No change 1,039 $381K
Haverford Trust Co 0.00% No change 1,035 $379K
Wealth Group Ltd 0.10% Add +1.7% 1,034 $378K
CGN Advisors LLC 0.03% Reduce -1.5% 1,032 $378K
Natural Investments, LLC 0.10% No change 1,032 $377K
Apexium Financial, LP 0.02% Add +26.4% 1,025 $376K
Monument Group Wealth Advisors, LLC 0.23% No change 1,019 $373K
BNP Paribas Financial Markets 0.00% New 1,017 $372K
Leeward Financial Partners, LLC 0.12% New 1,013 $371K
Landaas & Co. /Wi 0.09% New 1,010 $370K
Lauterbach Financial Advisors, LLC 0.20% No change 1,007 $369K
Swisher Financial Concepts, Inc. 0.24% New 1,004 $368K
XML Financial, LLC 0.03% New 1,003 $367K
Harvest Investment Services, LLC 0.08% New 1,002 $367K
Ascent Group, LLC 0.01% Reduce -1.1% 996 $365K
Mill Creek Capital Advisors, LLC 0.01% No change 995 $364K
Prudent Man Investment Management, Inc. 0.20% No change 1,060 $364K
Channel Wealth LLC 0.10% Add +0.4% 994 $364K
Commerce Bank 0.00% No change 994 $364K
Richmond Investment Services, LLC 0.08% New 990 $363K
Provenance Wealth Advisors, LLC 0.05% New 983 $360K
GSG Advisors LLC 0.10% No change 981 $359K
Vertex Planning Partners, LLC 0.07% No change 980 $359K
Mitchell Capital Management Co. 0.07% No change 957 $358K
Aspen Wealth Management LLC 0.09% No change 975 $357K
Sax Wealth Advisors, LLC 0.02% No change 974 $357K
Flagship Harbor Advisors, LLC 0.02% Reduce -4.9% 967 $354K
Strategic Blueprint, LLC 0.02% Reduce -57.2% 964 $353K
Trexquant Investment LP 0.00% Add +8.1% 963 $353K
Stonebridge Financial Group, LLC 0.03% No change 962 $352K
Oppenheimer & Co. Inc. 0.00% Add +21.1% 953 $349K
Trivium Point Advisory, LLC 0.04% Reduce -17.9% 948 $347K
Cape Investment Advisory, Inc. 0.13% Reduce -24.7% 938 $344K
TFR Capital, LLC. 0.12% Reduce -3.3% 937 $343K
Gotham Asset Management 0.00% No change 936 $343K
49 Wealth Management, LLC 0.04% Reduce -0.3% 928 $340K
Wealthstar Advisors, LLC 0.13% No change 927 $339K
GPS Wealth Strategies Group, LLC 0.04% No change 922 $338K
Townsquare Capital LLC 0.03% Reduce -81.6% 918 $336K
St Germain D J Co. Inc. 0.01% Add +4.6% 918 $336K
Crowley Wealth Management, Inc. 0.31% Add +5.3% 917 $336K
Stark Wealth Management LLC 0.48% Add +0.2% 913 $334K
Aprio Wealth Management, LLC 0.04% Reduce -1.5% 910 $333K
First National Advisers, LLC 0.05% New 910 $333K
Planning Directions Inc. 0.19% Reduce -2.5% 905 $331K
Northeast Financial Consultants Inc 0.01% No change 904 $331K
Spectrum Planning & Advisory Services Inc. 0.21% Reduce -2.6% 899 $329K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% No change 895 $328K
Clarion Wealth Managment Partners, LLC 0.36% — 893 $327K
180 Wealth Advisors, LLC 0.05% No change 884 $324K
Ritholtz Wealth Management 0.01% Add +10.9% 884 $324K
Sequent Planning LLC 0.10% Add +4.5% 878 $322K
Maia Wealth LLC 0.06% Reduce -6.0% 870 $319K
Palisade Asset Management, LLC 0.03% No change 868 $318K
Anchor Investment Management, LLC 0.03% No change 868 $318K
Qube Research & Technologies Ltd 0.00% Reduce -62.9% 868 $318K
Zacks Investment Management 0.00% Add +5.9% 861 $315K
Peak Retirement Planning, Inc. 0.13% New 858 $314K
Copia Wealth Management 0.27% Reduce -14.4% 858 $314K
Rf&l Wealth Management, LLC 0.20% No change 855 $313K
Mason & Associates, LLC 0.08% No change 855 $313K
Dunhill Financial, LLC 0.09% Reduce -13.9% 847 $310K
Sollinda Capital Management LLC 0.08% No change 844 $309K
Summit Financial, LLC 0.01% No change 841 $308K
BCS Wealth Management 0.07% No change 835 $306K
Thoroughbred Financial Services, LLC 0.02% Reduce -12.2% 837 $306K
Root Financial Partners, LLC 0.03% Reduce -16.1% 832 $305K
AMG National Trust Bank 0.01% No change 830 $304K
Financial Alternatives, Inc 0.20% No change 828 $303K
JMG Financial Group, Ltd. 0.01% No change 826 $302K
WMG Financial Advisors, LLC 0.11% Reduce -1.1% 821 $301K
Sunburst Financial Group, LLC 0.07% No change 817 $299K
Kingsman Wealth Management, Inc. 0.19% No change 816 $299K
Peachtree Investment Partners, LLC 0.11% No change 814 $298K
Venture Visionary Partners LLC 0.01% No change 806 $295K
Provident Wealth Management, LLC 0.10% No change 804 $294K
Acute Investment Advisory, LLC 2.39% Reduce -85.1% 800 $293K
Mystic Asset Management, Inc. 0.07% No change 800 $293K
Total Investment Management Inc. 0.04% No change 799 $293K
Piedmont Capital Management, LLC 0.17% New 792 $290K
Manchester Financial Inc. 0.06% No change 792 $290K
DAVENPORT & Co LLC 0.00% Add +14.4% 792 $290K
Sunbelt Securities, Inc. 0.03% No change 842 $289K
Stratos Wealth Advisors, LLC 0.02% No change 785 $287K
Advisors Capital Management, LLC 0.00% Add +5.4% 784 $287K
Boreal Capital Management LLC 0.27% — 780 $286K
Davidson Trust Co. 0.13% Reduce -8.2% 780 $286K
Davidson Investment Advisors 0.01% Reduce -8.2% 780 $286K
First Financial Bankshares Inc 0.01% No change 778 $285K
Guidance Capital, Inc. 0.08% Add +0.5% 766 $285K
Brown Wealth Management, LLC 0.09% Add +10.4% 777 $284K
Pitcairn Co. 0.02% Reduce -35.4% 776 $284K
Wealth Management Nebraska 0.04% New 773 $282K
Legacy Investment Solutions, LLC 0.15% — 762 $279K
Legacy Wealth Managment, LLC 0.15% No change 762 $279K
Morton Capital Management LLC 0.05% No change 758 $278K
TCI Wealth Advisors, Inc. 0.02% New 753 $276K
Titleist Asset Management, LLC 0.03% Add +4.6% 748 $274K
AlphaStar Capital Management, LLC 0.02% New 745 $273K
Advisor Resource Council 0.13% Reduce -69.6% 745 $273K
Welch Group, LLC 0.01% No change 743 $272K
FLP Wealth Management, LLC 0.76% New 736 $270K
Fielder Capital Group LLC 0.07% No change 731 $268K
Lakeshore Financial Planning, Inc. 0.11% No change 721 $264K
QRG Capital Management, Inc. 0.00% Reduce -52.1% 719 $263K
Signet Financial Management, LLC 0.03% No change 717 $263K
Aspiriant, LLC 0.01% No change 714 $262K
Ridgewood Investments LLC 0.11% No change 713 $261K
IFG Advisory, LLC 0.01% Reduce -30.4% 709 $260K
Kaydan Wealth Management, Inc. 0.08% No change 708 $259K
Rice Partnership, LLC 0.04% No change 705 $258K
PGIM Custom Harvest LLC 0.01% Reduce -10.4% 699 $256K
Ameriflex Group, Inc. 0.13% Reduce -0.3% 704 $255K
Fifth Third Wealth Advisors LLC 0.01% New 691 $253K
Resurgent Financial Advisors LLC 0.14% Reduce -3.1% 687 $252K
Lloyd Advisory Services, LLC. 0.12% New 687 $251K
ARS Wealth Advisors Group, LLC 0.03% No change 685 $251K
First Pacific Financial 0.04% No change 683 $250K
Gradient Investments LLC 0.00% Reduce -0.4% 677 $248K
Monetary Management Group Inc. 0.06% No change 675 $247K
Bridgewater Advisors Inc. 0.02% No change 650 $246K
Jericho Financial, LLP 0.16% Reduce -0.1% 671 $246K
Federation des caisses Desjardins du Quebec 0.00% Add +43.0% 665 $243K
Connecticut Wealth Management, LLC 0.01% No change 659 $241K
Seven Springs Wealth Group, LLC 0.06% No change 657 $241K
Saiph Capital, LLC 0.09% New 655 $240K
Legacy Private Trust Co. 0.02% Reduce -10.3% 655 $240K
Scotia Capital Inc. 0.00% Reduce -14.2% 653 $239K
Invesco Ltd. 0.00% New 651 $238K
Liberty Square Wealth Partners LLC 0.08% New 647 $237K
Jackson, Grant Investment Advisers, Inc. 0.09% No change 646 $237K
HM Payson & Co. 0.00% No change 646 $237K
German American Bancorp, Inc. 0.02% New 642 $235K
Bristlecone Advisors, LLC 0.02% No change 640 $234K
One Wealth Management Investment & Advisory Services, LLC 0.30% Reduce -4.8% 636 $233K
Ballast, Inc. 0.06% New 634 $232K
Ashton Thomas Private Wealth, LLC 0.01% New 630 $231K
Bouchey Financial Group, Ltd. 0.02% New 624 $228K
Rockwood Wealth Management, LLC 0.02% New 618 $226K
UNIVEST FINANCIAL Corp 0.01% New 617 $226K
KCM Investment Advisors LLC 0.01% New 609 $223K
International Private Wealth Advisors LLC 0.19% New 601 $220K
Financial Advisors Network, Inc. 0.03% New 600 $220K
Orin Green Financial, LLC 0.09% New 595 $218K
Daymark Wealth Partners, LLC 0.01% New 593 $217K
David Kennon Inc 0.08% New 592 $217K
Smithfield Trust Co 0.01% No change 592 $216K
Evergreen Capital Management LLC 0.01% New 588 $216K
OMNI 360 Wealth, Inc. 0.13% New 587 $215K
Dakota Wealth Management 0.00% New 582 $213K
Yarger Wealth Strategies, LLC 0.11% New 579 $212K
Johnson Financial Group, Inc. 0.01% New 558 $205K
Wallace Hart LLC 0.16% New 556 $204K
Annex Advisory Services, LLC 0.00% New 548 $201K
National Bank of Canada 0.00% Add +4.8% 548 $201K
Concord Wealth Partners 0.03% No change 540 $198K
Transce3nd, LLC 0.08% Add +6.7% 524 $192K
S.A. Mason LLC 0.09% No change 514 $188K
Christopher J. Hasenberg, Inc 0.07% New 513 $188K
Bangor Savings Bank 0.02% No change 507 $186K
First Command Advisory Services, Inc. 0.00% Reduce -15.5% 486 $178K
Barclays PLC 0.00% Reduce -96.5% 477 $175K
Fifth Third Bancorp 0.00% Reduce -6.2% 452 $166K
Tower Research Capital LLC (TRC) 0.00% Reduce -96.5% 434 $159K
Cherry Tree Wealth Management, LLC 0.04% No change 429 $157K
Cullen/Frost Bankers, Inc. 0.00% New 399 $146K
Center for Financial Planning, Inc. 0.02% No change 370 $135K
Activest Wealth Management 0.03% No change 350 $128K
Bartlett & Co. Wealth Management LLC 0.00% Add +19.1% 343 $126K
POM Investment Strategies, LLC 0.08% No change 318 $116K
Evermay Wealth Management LLC 0.01% No change 300 $110K
Park Square Financial Group, LLC 0.08% No change 300 $110K
Optimum Investment Advisors 0.05% No change 300 $110K
BlackRock, Inc. 0.00% Add +410.5% 291 $107K
Addison Advisors LLC 0.03% No change 283 $104K
Pittenger & Anderson Inc. 0.00% No change 279 $102K
Capital Analysts, LLC 0.00% No change 272 $100K
Brown Brothers Harriman & Co. 0.00% No change 263 $96K
Eq Wealth Advisors, LLC 0.06% No change 254 $93K
SouthState Bank Corp 0.00% No change 250 $92K
Chesapeake Asset Management LLC 0.08% No change 250 $92K
Wood Tarver Financial Group, LLC 0.03% No change 231 $84K
First Community Trust NA 0.07% Reduce -50.0% 223 $82K
Truvestments Capital LLC 0.02% No change 220 $81K
Brooklyn Investment Group 0.01% No change 218 $80K
Financial Gravity Companies, Inc. 0.02% — 217 $79K
Allianz SE 0.00% No change 216 $79K
Alpine Bank Wealth Management 0.01% New 209 $77K
Bogart Wealth, LLC 0.00% No change 207 $76K
Rossby Financial, LCC 0.03% Reduce -3.8% 205 $75K
Physician Wealth Advisors, Inc. 0.01% No change 201 $74K
Tanglewood Legacy Advisors, LLC 0.03% No change 200 $73K
Citizens National Bank Trust Department 0.01% No change 200 $73K
Arlington Trust Co LLC 0.01% No change 200 $73K
MV Capital Management, Inc. 0.01% Reduce -51.8% 192 $70K
Woodard & Co. Asset Management Group Inc. 0.01% No change 185 $68K
Parkside Financial Bank & Trust 0.01% No change 184 $67K
Proathlete Wealth Management LLC 0.02% New 176 $64K
Cranbrook Wealth Management, LLC 0.01% No change 171 $63K
Winch Advisory Services, LLC 0.01% No change 167 $61K
Garde Capital, Inc. 0.00% No change 160 $59K
Nalls Sherbakoff Group, LLC 0.04% No change 150 $55K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -6.3% 150 $55K
New England Capital Financial Advisors LLC 0.02% No change 148 $54K
Community Bank, N.A. 0.01% New 143 $52K
MTM Investment Management, LLC 0.02% New 140 $51K
Signaturefd, LLC 0.00% Add +833.3% 140 $51K
Valued Wealth Advisors LLC 0.03% No change 137 $50K
Vestor Capital, LLC 0.00% Add +80.5% 547 $50K
Clearstead Advisors, LLC 0.00% Add +33.0% 129 $47K
Smartleaf Asset Management LLC 0.00% Add +463.6% 124 $45K
Dynamic Wealth Strategies, LLC 0.03% New 121 $44K
Plante Moran Financial Advisors, LLC 0.00% Reduce -37.3% 116 $42K
Riggs Asset Managment Co. Inc. 0.01% No change 114 $42K
Trust Co. of Vermont 0.00% Reduce -57.3% 112 $41K
AllSquare Wealth Management LLC 0.02% No change 111 $41K
Rothschild Investment LLC 0.00% No change 100 $37K
DHJJ Financial Advisors, Ltd. 0.01% No change 100 $36K
McIlrath & Eck, LLC 0.00% Add +2.2% 94 $34K
Key Financial Inc 0.01% No change 91 $33K
Field & Main Bank 0.01% Reduce -18.2% 90 $33K
NBT Bank, N.A. 0.00% No change 85 $31K
Atlantic Union Bankshares Corp 0.00% New 82 $30K
Duncker Streett & Co. Inc. 0.01% No change 80 $29K
Gables Capital Management Inc. 0.01% No change 79 $29K
Harbor Asset Planning, Inc. 0.03% — 75 $28K
Dogwood Wealth Management LLC 0.01% New 73 $27K
Bfsg, LLC 0.00% Reduce -17.4% 71 $26K
TD Waterhouse Canada Inc. 0.00% No change 70 $25K
Aventura Private Wealth, LLC 0.01% No change 67 $25K
WFA of San Diego, LLC 0.02% — 61 $22K
Townsend Asset Management Corp. /NC/ 0.01% No change 61 $22K
Elevation Wealth Partners, LLC 0.01% No change 60 $22K
Medallion Wealth Advisors, LLC 0.01% No change 60 $22K
Quest 10 Wealth Builders, Inc. 0.02% Add +7.3% 59 $22K
New Republic Capital, LLC 0.01% No change 56 $21K
Mascoma Wealth Management LLC 0.00% No change 56 $21K
Bell Investment Advisors, Inc 0.00% New 50 $18K
Smallwood Wealth Investment Management, LLC 0.01% No change 50 $18K
Van Eck Associates Corp. 0.00% No change 47 $17K
Your Advocates Ltd., LLP 0.01% No change 45 $16K
Lanark Financial, Inc. 0.00% No change 45 $16K
Costello Asset Management, INC 0.01% New 43 $16K
Strategic Wealth Partners, Ltd. 0.00% — 43 $16K
Ogorek Anthony Joseph /NY/ 0.00% No change 42 $15K
Legend Financial Advisors, Inc. 0.01% New 40 $15K
North Star Investment Management Corp. 0.00% No change 39 $14K
Crews Bank & Trust 0.00% No change 35 $13K
Ancora Advisors LLC 0.00% Reduce -36.4% 35 $13K
Tradewinds Capital Management, LLC 0.00% Add +181.8% 31 $11K
NFSG Corp 0.00% No change 31 $11K
Cornerstone Planning Group LLC 0.00% New 30 $11K
Glassman Wealth Services 0.00% Reduce -12.5% 28 $10K
Eastern Bank 0.00% No change 27 $10K
Abound Wealth Management 0.00% No change 26 $10K
Blue Bell Private Wealth Management, LLC 0.00% No change 25 $9K
Central Pacific Bank - Trust Division 0.00% Reduce -34.5% 19 $7K
Robinswood Financial LLC 0.00% No change 13 $5K
Hurley Capital, LLC 0.00% No change 12 $4K
Redmont Wealth Advisors LLC 0.01% Reduce -90.5% 10 $4K
Sawyer & Company, Inc 0.00% New 35 $3K
DecisionPoint Financial, LLC 0.00% New 8 $3K
Rakuten Securities, Inc. 0.00% Reduce -30.0% 7 $3K
Quaker Wealth Management, LLC 0.00% — 6 $2K
Pin Oak Investment Advisors Inc. 0.00% No change 8 $2K
Tsfg, LLC 0.00% No change 5 $2K
Cordant, Inc. 0.00% New 5 $2K
Archer Investment Corp 0.00% New 4 $1K
TruNorth Capital Management, LLC 0.00% No change 3 $1K
Golden State Wealth Management, LLC 0.00% No change 3 $1K
Roble, Belko & Company, Inc 0.00% No change 2 $1K
Twin Peaks Wealth Advisors, LLC 0.00% New 2 $777
Colonial Trust Advisors 0.00% New 1 $368

"% 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.