Vngrd Mrgstr MG CP GR ETF-UiMGKETF
13F holders, Q3 2025 (September 30)901holders +40
81new positions
39sold out
5famous investors
$403.97avg. 13F price*
At the end of Q3 2025, 901 institutions reported holding Vngrd Mrgstr MG CP GR ETF-Ui (MGK) in their 13F filings, up 40 from Q2 2025. 81 opened new positions and 39 sold out. The largest holders were Assetmark, Inc. ($3.4B), Cassaday & Co Wealth Management LLC ($1.5B) and Morgan Stanley ($955.2M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vngrd Mrgstr MG CP GR ETF-Ui
- Filed as
- VANGUARD WORLD FD (Q3 2025)
- CUSIP
- 921910816
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $398.5M |
| Exits | 39 | $26.4M |
All 13F filers, Q2 2025 → Q3 2025: 2,841,066 shares bought and 1,273,715 shares sold, net +1,567,351 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 901 holders
| Assetmark, Inc. | 7.34% | Add +7.0% | 8,503,196 | $3.4B |
| Cassaday & Co Wealth Management LLC | 34.50% | Reduce -0.5% | 3,719,216 | $1.5B |
| Morgan Stanley | 0.06% | Add +1.7% | 2,373,726 | $955.2M |
| Bank of America Corp. | 0.06% | Reduce -1.7% | 1,921,817 | $773.4M |
| Captrust Financial Advisors | 1.31% | Reduce -4.3% | 1,596,147 | $642.3M |
| Howard Capital Management, LLC | 6.73% | Reduce -0.4% | 1,264,663 | $508.9M |
| LPL Financial LLC | 0.14% | Add +6.0% | 1,168,718 | $470.3M |
| UBS Group AG | 0.09% | Add +12.6% | 1,090,923 | $439.0M |
| Vantagepoint Investment Advisers LLC | 2.74% | New | 833,920 | $335.6M |
| Ameriprise Financial Inc. | 0.07% | Add +2.2% | 798,935 | $321.5M |
| Wells Fargo & Company | 0.06% | Add +1.2% | 707,637 | $284.8M |
| Osaic Holdings, Inc. | 0.39% | Add +12.7% | 702,853 | $280.9M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -0.3% | 670,407 | $269.8M |
| Angeles Wealth Management, LLC | 14.28% | Add +0.6% | 578,678 | $232.9M |
| Merit Financial Group, LLC | 1.99% | Add +50.6% | 538,959 | $216.9M |
| PNC Financial Services Group, Inc. | 0.13% | Reduce -1.4% | 524,170 | $210.9M |
| Cerity Partners LLC | 0.29% | Reduce -1.1% | 444,933 | $179.1M |
| Royal Bank of Canada | 0.03% | Reduce -0.3% | 440,942 | $177.4M |
| Angeles Investment Advisors, LLC | 9.52% | Reduce -21.6% | 360,390 | $145.0M |
| Comerica Bank | 0.53% | Reduce -9.3% | 348,315 | $140.2M |
| Raymond James Financial Inc. | 0.04% | Add +1.9% | 340,942 | $137.2M |
| Prime Capital Investment Advisors, LLC | 1.52% | Reduce -10.6% | 301,428 | $121.3M |
| Facet Wealth, Inc. | 2.32% | Add +4.2% | 278,819 | $112.2M |
| Rockefeller Capital Management L.P. | 0.22% | Add +1.9% | 278,033 | $111.9M |
| Petredis Investment Advisors LLC | 8.92% | Reduce -0.0% | 276,035 | $111.1M |
| Kensington Asset Management, LLC | 6.31% | No change | 261,800 | $105.4M |
| Portfolio Strategies, Inc. | 11.47% | Reduce -1.6% | 245,203 | $98.7M |
| Two Sigma Investments, LP | 0.16% | Reduce -8.9% | 242,600 | $97.6M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -4.1% | 225,058 | $90.6M |
| HighTower Advisors, LLC | 0.10% | Add +3.5% | 221,443 | $89.1M |
| Black Diamond Financial, LLC | 9.98% | Add +37.9% | 221,321 | $89.1M |
| Falcon Wealth Planning | 7.91% | Add +1.9% | 218,498 | $87.9M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +34.8% | 211,528 | $85.1M |
| IFC Advisors LLC | 13.81% | Reduce -13.9% | 187,284 | $75.4M |
| Stifel Financial Corp. | 0.07% | Reduce -4.8% | 184,145 | $74.1M |
| Cetera Investment Advisers | 0.09% | Add +20.6% | 181,943 | $73.2M |
| Strategic Investment Advisors / MI | 6.48% | Reduce -99.9% | 230 | $72.1M |
| Mariner, LLC | 0.09% | Reduce -1.9% | 174,094 | $70.1M |
| Gratus Wealth Advisors, LLC | 9.54% | Reduce -0.0% | 168,352 | $67.7M |
| Beacon Capital Management, LLC | 9.46% | Reduce -5.4% | 165,376 | $66.6M |
| Praetorian Wealth Management, Inc. | 13.06% | Add +3.9% | 158,140 | $63.6M |
| CX Institutional | 1.84% | Reduce -22.8% | 150,740 | $60.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +46.2% | 149,773 | $60.3M |
| Leelyn Smith, LLC | 8.72% | Reduce -2.1% | 143,945 | $57.9M |
| Creative Planning | 0.04% | Reduce -0.3% | 135,219 | $54.4M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -21.0% | 132,143 | $53.5M |
| Janney Montgomery Scott LLC | 0.12% | Reduce -0.3% | 126,814 | $51.0M |
| Leavell Investment Management, Inc. | 2.06% | Add +1.7% | 121,543 | $49.0M |
| Hengehold Capital Management LLC | 4.01% | Reduce -0.1% | 116,877 | $47.0M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +0.3% | 112,259 | $45.2M |
| MML Investors Services, LLC | 0.12% | Reduce -15.7% | 111,981 | $45.1M |
| Lido Advisors, LLC | 0.18% | Add +3.4% | 108,863 | $43.8M |
| Bernardo Wealth Planning LLC | 8.59% | Reduce -11.0% | 108,862 | $43.8M |
| JPMorgan Chase & Co. | 0.00% | Add +20.4% | 100,293 | $40.4M |
| Means Investment Co., Inc. | 3.44% | Reduce -6.8% | 98,738 | $39.7M |
| Apriem Advisors | 3.74% | Add +4.6% | 98,337 | $39.6M |
| Blue Edge Capital, LLC | 5.46% | Add +6.6% | 95,429 | $38.4M |
| FC Advisory LLC | 11.06% | Reduce -4.5% | 93,928 | $37.8M |
| DT Investment Partners, LLC | 3.04% | Add +4887.2% | 89,421 | $36.0M |
| ETF Portfolio Partners, Inc. | 9.23% | Reduce -9.4% | 86,165 | $34.7M |
| BTG Pactual Asset Management US LLC | 4.09% | Add +5.9% | 94,048 | $34.4M |
| D.A. Davidson & Co. | 0.21% | Add +0.8% | 79,813 | $32.1M |
| BHK Investment Advisors, LLC | 11.37% | Reduce -3.3% | 75,637 | $30.4M |
| Redhawk Wealth Advisors, Inc. | 3.53% | Add +773.6% | 75,619 | $30.4M |
| HB Wealth Management, LLC | 0.21% | Reduce -0.2% | 75,253 | $30.3M |
| Erickson Financial Group, LLC | 18.83% | Reduce -0.1% | 74,489 | $30.0M |
| Clarity Financial LLC | 2.83% | Reduce -3.7% | 70,923 | $28.5M |
| Amara Financial, Llc. | 20.68% | Add +7.7% | 69,764 | $28.1M |
| Avior Wealth Management, LLC | 0.87% | Reduce -4.1% | 66,946 | $26.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Add +9.0% | 66,450 | $26.7M |
| Concurrent Investment Advisors, LLC | 0.46% | Reduce -5.3% | 65,584 | $26.4M |
| Northern Trust Corp. | 0.00% | Reduce -1.2% | 60,655 | $24.4M |
| Wealthfront Advisers LLC | 0.06% | Add +0.1% | 59,795 | $24.1M |
| Zeit Capital LLC | 15.62% | Reduce -0.6% | 57,098 | $23.0M |
| Alps Advisors Inc. | 0.13% | Reduce -0.3% | 56,945 | $22.9M |
| Prospera Financial Services Inc | 0.39% | Reduce -0.5% | 56,136 | $22.6M |
| Ieq Capital, LLC | 0.07% | Reduce -0.4% | 55,812 | $22.5M |
| Salem Investment Counselors Inc. | 0.64% | Reduce -0.8% | 55,115 | $22.2M |
| Sanctuary Advisors, LLC | 0.13% | Add +5.5% | 55,033 | $22.1M |
| Clarus Wealth Advisors | 9.79% | Reduce -0.3% | 54,812 | $22.1M |
| Stratos Investment Management, LLC | 0.90% | Add +17.5% | 54,050 | $21.8M |
| Creative Financial Designs Inc. | 1.39% | Add +3.3% | 51,491 | $20.7M |
| Savant Capital, LLC | 0.12% | Add +3.6% | 50,748 | $20.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.39% | Add +17.6% | 48,651 | $19.6M |
| ODonnell Financial Services, LLC | 6.93% | Add +2.1% | 48,391 | $19.5M |
| Zhang Financial LLC | 0.78% | Add +6.4% | 47,778 | $19.2M |
| Raab & Moskowitz Asset Management LLC | 4.26% | Reduce -0.5% | 47,266 | $19.0M |
| Wheelhouse Advisory Group LLC | 8.19% | Add +2.7% | 47,258 | $19.0M |
| Blackston Financial Advisory Group, LLC | 11.08% | Reduce -1.8% | 46,346 | $18.7M |
| WealthShield Partners, LLC | 2.08% | Add +0.3% | 45,601 | $18.3M |
| US Bancorp \de | 0.02% | Add +0.8% | 44,571 | $18.0M |
| Kestra Advisory Services, LLC | 0.08% | Add +8.2% | 43,988 | $17.7M |
| SOL Capital Management CO | 1.58% | Add +5.0% | 43,847 | $17.6M |
| Systelligence, LLC | 3.06% | New | 40,134 | $16.2M |
| NWF Advisory Services Inc. | 1.77% | Reduce -9.5% | 40,005 | $16.1M |
| Kingsview Wealth Management, LLC | 0.25% | Add +24.2% | 40,003 | $16.1M |
| Northeast Investment Management | 0.63% | Add +5.1% | 38,609 | $15.5M |
| Wealthspire Retirement, LLC | 0.98% | Reduce -8.3% | 38,219 | $15.4M |
| Stephens Inc. | 0.20% | Reduce -1.3% | 38,097 | $15.3M |
| Vestmark Advisory Solutions, Inc. | 0.29% | Reduce -49.2% | 37,725 | $15.2M |
| Bank of New York Mellon Corp | 0.00% | Add +3.3% | 36,709 | $14.8M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +9.1% | 36,652 | $14.7M |
| TFB Advisors LLC | 4.20% | Reduce -16.2% | 36,102 | $14.4M |
| FMR LLC | 0.00% | Add +15.8% | 35,533 | $14.3M |
| Pacific Center for Financial Services | 3.57% | Reduce -0.1% | 34,825 | $14.0M |
| Focused Wealth Management, Inc | 1.51% | Reduce -0.8% | 34,610 | $13.9M |
| Cascade Financial Partners, LLC | 1.58% | Reduce -1.2% | 34,291 | $13.8M |
| Jones Financial Companies LLLP | 0.01% | Add +39.9% | 34,474 | $13.8M |
| Foundations Investment Advisors, LLC | 0.19% | Reduce -1.8% | 33,287 | $13.4M |
| Texas Capital Bank Wealth Management Services Inc | 1.10% | Reduce -1.4% | 33,129 | $13.3M |
| Philadelphia Trust Co. | 0.92% | No change | 32,500 | $13.1M |
| Capstone Wealth Management Group, LLC | 5.30% | Add +10.7% | 31,093 | $12.5M |
| Cedar Point Capital Partners, LLC | 8.02% | Reduce -0.7% | 30,387 | $12.2M |
| Darwin Wealth Management, LLC | 3.88% | Reduce -3.1% | 30,309 | $12.2M |
| Fingerlakes Wealth Management, Inc. | 7.86% | Add +2.5% | 29,937 | $12.0M |
| Truist Financial Corp. | 0.02% | Add +4.3% | 29,612 | $11.9M |
| J.W. Cole Advisors, Inc. | 0.23% | Add +4.4% | 29,588 | $11.9M |
| Focus Partners Wealth | 0.02% | Add +2.3% | 29,525 | $11.9M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -8.1% | 28,759 | $11.6M |
| Clifford Group, LLC | 8.67% | Reduce -0.9% | 27,662 | $11.1M |
| Kestra Private Wealth Services, LLC | 0.14% | Reduce -8.1% | 27,442 | $11.0M |
| Waverly Advisors, LLC | 0.11% | Add +35.3% | 27,243 | $11.0M |
| Elevation Capital Advisory, LLC | 4.38% | Add +612.7% | 27,225 | $11.0M |
| Blair William & Co. | 0.03% | Reduce -6.8% | 26,637 | $10.7M |
| Silver Oak Securities, Incorporated | 0.80% | Add +32.2% | 26,415 | $10.6M |
| Pennsylvania Capital Management Inc. | 3.09% | Add +0.7% | 26,297 | $10.6M |
| Cypress Wealth Services, LLC | 1.71% | Reduce -1.4% | 25,881 | $10.4M |
| Centaurus Financial, Inc. | 0.49% | Add +0.9% | 25,854 | $10.4M |
| Randall & Associates Wealth Management | 7.37% | Add +19.4% | 25,228 | $10.2M |
| Resolute Advisors LLC | 2.60% | Add +0.1% | 25,130 | $10.1M |
| Private Advisor Group, LLC | 0.05% | Reduce -16.7% | 24,406 | $9.8M |
| Valicenti Advisory Services Inc. | 2.08% | Add +0.1% | 24,077 | $9.7M |
| Apollon Financial, LLC | 1.60% | Add +0.6% | 23,863 | $9.6M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Add +16.6% | 22,711 | $9.4M |
| Capital Planning LLC | 2.66% | Reduce -0.6% | 22,680 | $9.1M |
| Quadcap Wealth Management, LLC | 1.06% | Reduce -18.2% | 22,385 | $9.0M |
| Center For Asset Management LLC | 4.69% | Reduce -24.9% | 21,847 | $8.8M |
| Vanguard Group Inc. | 0.00% | Add +31.5% | 21,798 | $8.8M |
| McClarren Financial Advisors, Inc. | 5.24% | Add +36.3% | 29,131 | $8.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.6% | 21,253 | $8.6M |
| World Investment Advisors | 0.17% | Add +114.4% | 21,235 | $8.5M |
| Choreo, LLC | 0.11% | Add +0.5% | 21,155 | $8.5M |
| Richard P Slaughter Associates Inc | 1.83% | Reduce -19.7% | 21,052 | $8.5M |
| Independent Financial Group, LLC | 0.20% | Reduce -8.2% | 20,960 | $8.4M |
| SPC Financial, Inc. | 0.66% | New | 20,902 | $8.4M |
| Accredited Investors Inc. | 0.46% | Reduce -0.4% | 20,592 | $8.3M |
| FSC Wealth Advisors, LLC | 4.77% | Reduce -1.2% | 20,566 | $8.3M |
| Susquehanna International Group, LLP | 0.01% | Add +544.0% | 20,562 | $8.3M |
| Schroder Investment Management Group | 0.01% | Reduce -9.1% | 20,233 | $8.1M |
| Mgo One Seven LLC | 0.19% | Add +212.5% | 20,094 | $8.1M |
| Joel Isaacson & Co., LLC | 0.28% | Reduce -0.5% | 19,339 | $7.8M |
| NewEdge Advisors, LLC | 0.04% | Add +53.9% | 19,243 | $7.7M |
| Wells Financial Advisors INC | 10.30% | No change | 19,123 | $7.7M |
| Gladwyn Financial Advisors, Inc. | 5.51% | Reduce -0.2% | 19,082 | $7.7M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +2.0% | 19,042 | $7.7M |
| Alexis Investment Partners, LLC | 0.64% | Reduce -19.3% | 18,741 | $7.5M |
| Knightsbridge Asset Management, LLC | 1.23% | Add +163.5% | 17,997 | $7.2M |
| Okabena Investment Services Inc. | 1.39% | New | 17,807 | $7.2M |
| Royal Fund Management, LLC | 0.85% | Reduce -18.5% | 17,611 | $7.1M |
| American Financial & Tax Strategies Inc. | 3.50% | Reduce -4.2% | 17,417 | $7.0M |
| Citigroup Inc. | 0.00% | Add +13.9% | 17,404 | $7.0M |
| Global Retirement Partners, LLC | 0.15% | Add +1.6% | 16,447 | $6.6M |
| Litman Gregory Wealth Management LLC | 0.49% | No change | 16,230 | $6.5M |
| Harbour Investments, Inc. | 0.15% | Add +6.6% | 16,051 | $6.5M |
| Mathes Company, Inc. | 2.30% | No change | 15,790 | $6.4M |
| Mather Group, Llc. | 0.06% | Reduce -66.5% | 15,526 | $6.2M |
| AQR Capital Management | 0.00% | Add +52.9% | 15,338 | $6.2M |
| Baring Financial LLC | 4.16% | Add +7.5% | 15,179 | $6.1M |
| Sicart Associates LLC | 1.62% | Add +1.3% | 14,821 | $6.0M |
| Brookstone Capital Management | 0.07% | Add +4.0% | 14,757 | $5.9M |
| Checchi Capital Advisers, LLC | 0.41% | Add +54.3% | 14,663 | $5.9M |
| Moneta Group Investment Advisors LLC | 0.05% | Add +11.6% | 14,637 | $5.9M |
| Fiduciary Alliance LLC | 0.37% | Add +4.5% | 13,769 | $5.5M |
| Carr Financial Group Corp | 1.48% | Reduce -11.2% | 13,394 | $5.4M |
| Flagship Private Wealth, LLC | 2.13% | Add +0.2% | 13,171 | $5.3M |
| Ifrah Financial Services, Inc. | 1.36% | Reduce -1.0% | 13,007 | $5.2M |
| Jackson Wealth Management, LLC | 0.52% | Add +0.7% | 12,981 | $5.2M |
| EverSource Wealth Advisors, LLC | 0.21% | Reduce -9.0% | 12,936 | $5.2M |
| Win Advisors, Inc. | 2.53% | Reduce -36.2% | 12,926 | $5.2M |
| Avidian Wealth Enterprises, LLC | 0.20% | Reduce -34.4% | 12,917 | $5.2M |
| Integrated Wealth Concepts LLC | 0.05% | Add +1.5% | 12,710 | $5.1M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -2.9% | 12,551 | $5.1M |
| Breakwater Investment Management | 1.85% | Reduce -1.5% | 12,474 | $5.0M |
| Maridea Wealth Management LLC | 0.77% | Add +720.4% | 12,208 | $5.0M |
| Advisory Services Network, LLC | 0.07% | Reduce -0.0% | 12,232 | $4.9M |
| Tactive Advisors, LLC | 1.39% | Add +0.5% | 12,194 | $4.9M |
| Tudor Investment Corporation | 0.03% | Add +412.1% | 12,189 | $4.9M |
| Strategic Financial Partners, Ltd. | 2.24% | Reduce -1.2% | 12,128 | $4.9M |
| Wealthspire Advisors, LLC | 0.03% | Add +3.9% | 12,064 | $4.9M |
| Gateway Wealth Partners, LLC | 0.65% | Add +5.8% | 11,904 | $4.8M |
| Consolidated Portfolio Review Corp | 0.60% | Add +18.4% | 11,815 | $4.8M |
| Insigneo Advisory Services, LLC | 0.33% | Add +2.2% | 11,797 | $4.7M |
| AE Wealth Management LLC | 0.03% | Reduce -40.1% | 11,740 | $4.7M |
| Worth Asset Management, LLC | 2.10% | Add +16.2% | 11,628 | $4.7M |
| Milestone Asset Management Group, LLC | 2.89% | Add +7.4% | 11,401 | $4.6M |
| CIBC Private Wealth Group LLC | 0.01% | Add +13.2% | 11,249 | $4.5M |
| Plan Group Financial, LLC | 1.20% | Add +41.9% | 11,080 | $4.5M |
| Bawa N Mallick Trust | 1.68% | No change | 11,004 | $4.4M |
| Atria Investments, Inc | 0.05% | Reduce -7.1% | 10,814 | $4.4M |
| Sharkey, Howes & Javer | 0.55% | Add +0.0% | 10,724 | $4.3M |
| Silverlake Wealth Management LLC | 1.05% | Add +5.7% | 10,668 | $4.3M |
| Encompass Wealth Advisors, LLC | 1.44% | Reduce -0.1% | 10,506 | $4.2M |
| Berger Financial Group, Inc | 0.25% | Add +74.1% | 10,473 | $4.2M |
| IFP Advisors, Inc | 0.11% | Reduce -1.9% | 10,393 | $4.2M |
| Pinnacle Bancorp, Inc. | 1.23% | No change | 10,344 | $4.2M |
| Fifth Third Securities, Inc. | 0.28% | Add +110.8% | 10,289 | $4.1M |
| Forum Private Client Group LLC | 1.47% | Reduce -3.1% | 10,267 | $4.1M |
| Novem Group | 0.49% | Reduce -13.7% | 10,264 | $4.1M |
| Alpha Cubed Investments, LLC | 0.14% | Reduce -3.3% | 10,122 | $4.1M |
| Horizon Investment Services, LLC | 1.51% | Add +0.3% | 9,923 | $4.0M |
| Fisher Asset Management | 0.00% | Reduce -8.1% | 9,829 | $4.0M |
| Pillar Financial Advisors, LLC | 2.44% | Reduce -0.7% | 9,671 | $3.9M |
| Ethos Financial Group, LLC | 0.30% | Reduce -31.7% | 9,558 | $3.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -1.4% | 9,438 | $3.8M |
| Integrity Alliance, Llc. | 0.18% | Add +2.7% | 9,357 | $3.8M |
| Silicon Valley Capital Partners | 0.35% | Reduce -0.0% | 9,355 | $3.8M |
| CoreCap Advisors, LLC | 0.13% | Add +5.2% | 9,194 | $3.7M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -0.1% | 9,190 | $3.7M |
| Breakwater Capital Group | 0.54% | Reduce -2.3% | 9,165 | $3.7M |
| WNY Asset Management, LLC | 0.35% | Reduce -9.1% | 9,153 | $3.7M |
| Main Street Financial Solutions, LLC | 0.24% | Reduce -1.7% | 9,149 | $3.7M |
| Bright Futures Wealth Management, LLC. | 2.89% | — | 9,115 | $3.7M |
| Colorado Capital Management, Inc. | 1.41% | Add +4.4% | 9,074 | $3.7M |
| Ballentine Partners, LLC | 0.05% | No change | 9,058 | $3.6M |
| 1900 Wealth Management LLC | 0.25% | Add +0.0% | 9,044 | $3.6M |
| Kera Capital Partners, Inc. | 0.54% | Add +2.4% | 9,011 | $3.6M |
| Accretive Wealth Partners, LLC | 1.10% | No change | 9,000 | $3.6M |
| Sowell Financial Services LLC | 0.13% | Add +3.2% | 8,736 | $3.5M |
| Spirepoint Private Client, LLC | 0.37% | Add +0.9% | 8,720 | $3.5M |
| Hilltop Wealth Advisors, LLC | 1.81% | Reduce -2.2% | 8,612 | $3.5M |
| Accurate Wealth Management, LLC | 0.46% | Add +72.9% | 8,640 | $3.4M |
| Ascent Group, LLC | 0.12% | Add +751.8% | 8,484 | $3.4M |
| Bank of Hawaii | 0.17% | No change | 8,447 | $3.4M |
| TD Private Client Wealth LLC | 0.08% | Reduce -0.6% | 8,430 | $3.4M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -89.6% | 8,398 | $3.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +6.0% | 8,129 | $3.3M |
| RFP Financial Group LLC | 1.32% | Add +242.2% | 8,969 | $3.2M |
| Americana Partners, LLC | 0.10% | No change | 7,997 | $3.2M |
| Sheridan Capital Management, LLC | 1.69% | Reduce -20.0% | 7,938 | $3.2M |
| Griffin Asset Management, Inc. | 0.36% | Add +7.9% | 7,858 | $3.2M |
| Sound Income Strategies, LLC | 0.17% | Add +19.8% | 7,695 | $3.1M |
| Valmark Advisers, Inc. | 0.04% | Reduce -0.7% | 7,799 | $3.1M |
| Prosperity Wealth Management, Inc. | 1.05% | Add +2.1% | 7,715 | $3.1M |
| HRT Financial LP | 0.01% | New | 7,491 | $3.0M |
| One Capital Management, LLC | 0.10% | Add +27.0% | 7,415 | $3.0M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -10.2% | 7,403 | $3.0M |
| IHT Wealth Management, LLC | 0.08% | Reduce -7.9% | 7,383 | $3.0M |
| MAI Capital Management | 0.02% | Reduce -15.8% | 7,346 | $3.0M |
| Pathway Financial Advisers, LLC | 0.86% | Add +31.4% | 7,449 | $2.9M |
| Financial Life Planners | 1.98% | Add +0.1% | 7,305 | $2.9M |
| Nwam LLC | 0.16% | Reduce -0.7% | 7,217 | $2.9M |
| Money Concepts Capital Corp. | 0.18% | Add +4.8% | 7,274 | $2.9M |
| Fortune 45 LLC | 1.48% | Add +0.1% | 7,296 | $2.9M |
| Fischer Investment Strategies, LLC | 1.70% | Reduce -4.2% | 7,041 | $2.8M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +3.7% | 7,033 | $2.8M |
| Equitable Holdings, Inc. | 0.02% | Add +20.1% | 7,024 | $2.8M |
| GTS Securities LLC | 0.11% | Reduce -46.4% | 7,014 | $2.8M |
| N.E.W. Advisory Services LLC | 0.24% | Add +4.2% | 6,786 | $2.7M |
| Spire Wealth Management | 0.09% | Add +6.3% | 6,756 | $2.7M |
| High Net Worth Advisory Group LLC | 0.65% | Add +47.0% | 6,735 | $2.7M |
| Bessemer Group Inc. | 0.00% | Add +2.3% | 6,623 | $2.7M |
| &partners | 0.02% | Add +12.7% | 6,587 | $2.7M |
| Synovus Financial Corp. | 0.03% | Reduce -2.2% | 6,520 | $2.6M |
| Veridan Wealth LLC | 0.89% | — | 6,448 | $2.6M |
| Fearless Solutions, LLC dba Best Invest | 1.66% | Reduce -0.6% | 6,433 | $2.6M |
| Finward Bancorp | 1.96% | Add +7.3% | 6,423 | $2.6M |
| Francis Financial, Inc. | 0.46% | Reduce -2.2% | 6,415 | $2.6M |
| Cherry Creek Investment Advisors, Inc. | 1.11% | Add +3.6% | 6,400 | $2.6M |
| Plancorp, LLC | 0.08% | No change | 6,382 | $2.6M |
| Mayfair Advisory Group, LLC | 1.10% | Add +0.1% | 6,369 | $2.6M |
| Dopkins Wealth Management, LLC | 1.07% | Reduce -4.8% | 6,330 | $2.5M |
| Beaumont Asset Management, L.L.C. | 1.26% | Add +271.2% | 6,233 | $2.5M |
| MidAtlantic Capital Management, Inc. | 1.71% | No change | 6,220 | $2.5M |
| Rik Saylor Financial, Inc. | 1.82% | Reduce -0.6% | 6,200 | $2.5M |
| Eagle Strategies LLC | 0.33% | Reduce -6.5% | 6,196 | $2.5M |
| StoneX Group Inc. | 0.11% | Add +4.8% | 6,134 | $2.5M |
| Causey Wealth LLC | 1.20% | Reduce -2.2% | 6,114 | $2.5M |
| Avant Capital LLC | 1.73% | Add +0.8% | 6,099 | $2.5M |
| Cwm, LLC | 0.01% | Add +48.7% | 6,063 | $2.4M |
| Premier Path Wealth Partners, LLC | 0.31% | Add +0.9% | 6,060 | $2.4M |
| PFG Advisors | 0.10% | New | 6,049 | $2.4M |
| HUB Investment Partners, LLC | 0.09% | Add +0.2% | 6,019 | $2.4M |
| Strategic Investment Solutions, Inc. | 0.64% | Reduce -0.4% | 5,992 | $2.4M |
| Mutual Advisors, LLC | 0.05% | Add +8.7% | 5,827 | $2.4M |
| Regal Investment Advisors LLC | 0.15% | Reduce -0.5% | 5,888 | $2.4M |
| Savvy Advisors, Inc. | 0.11% | Reduce -5.7% | 5,756 | $2.3M |
| Allworth Financial LP | 0.01% | Add +42.3% | 5,725 | $2.3M |
| Axxcess Wealth Management, LLC | 0.05% | Add +0.1% | 5,703 | $2.3M |
| Sigma Planning Corp | 0.07% | Add +16.5% | 5,688 | $2.3M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Add +46.7% | 5,638 | $2.3M |
| Kovack Advisors, Inc. | 0.21% | Add +0.5% | 5,617 | $2.3M |
| Garden State Investment Advisory Services LLC | 0.57% | Reduce -0.3% | 5,558 | $2.2M |
| Keybank National Association | 0.01% | Add +1.7% | 5,544 | $2.2M |
| Corient Private Wealth LP | 0.00% | Add +3.7% | 5,535 | $2.2M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +22.0% | 5,466 | $2.2M |
| Jaffetilchin Investment Partners, LLC | 0.13% | Add +5.1% | 5,392 | $2.2M |
| Jump Financial, LLC | 0.03% | New | 5,384 | $2.2M |
| Quantinno Capital Management LP | 0.01% | Add +194.3% | 5,288 | $2.1M |
| Continuum Advisory, LLC | 0.22% | Add +2.6% | 5,218 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +16.7% | 5,212 | $2.1M |
| Sovereign Financial Group, Inc. | 0.39% | Reduce -0.3% | 5,182 | $2.1M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +11.5% | 5,174 | $2.1M |
| Gilliland Jeter Wealth Management LLC | 0.63% | Add +0.1% | 5,084 | $2.0M |
| FRG Family Wealth Advisors LLC | 0.32% | Add +31.2% | 4,991 | $2.0M |
| Bowman & Co S.C. | 0.84% | No change | 4,941 | $2.0M |
| Florida Financial Advisors, LLC | 0.61% | Add +8.3% | 4,883 | $2.0M |
| Clark Capital Management Group, Inc. | 0.01% | Add +8.6% | 4,839 | $1.9M |
| Lazari Capital Management, Inc. | 0.66% | Add +0.0% | 4,805 | $1.9M |
| Integrated Advisors Network LLC | 0.08% | Add +40.0% | 4,717 | $1.9M |
| Hershey Financial Advisers, LLC | 1.62% | Reduce -1.5% | 4,684 | $1.9M |
| EWG Elevate Inc. | 0.57% | New | 4,526 | $1.8M |
| Westbourne Investments, Inc. | 0.86% | Reduce -2.6% | 4,269 | $1.8M |
| Blue Trust, Inc. | 0.02% | No change | 4,436 | $1.8M |
| Willner & Heller, LLC | 1.34% | Reduce -1.3% | 4,346 | $1.7M |
| Crescent Grove Advisors, LLC | 0.17% | No change | 4,335 | $1.7M |
| First International Bank of Israel Ltd. | 0.99% | Add +4.6% | 4,338 | $1.7M |
| Brown Advisory Inc. | 0.00% | Reduce -1.0% | 4,286 | $1.7M |
| Hansen & Associates Financial Group, Inc. | 0.71% | New | 4,080 | $1.7M |
| Old National Bancorp | 0.03% | No change | 4,218 | $1.7M |
| Sovran Advisors, LLC | 0.15% | Reduce -5.0% | 4,040 | $1.7M |
| Meridian Wealth Management, LLC | 0.07% | Add +5.4% | 4,208 | $1.7M |
| Wellspring Financial Advisors, LLC | 0.16% | Add +0.1% | 4,206 | $1.7M |
| Fee-Only Financial Planning, L.C. | 0.99% | No change | 4,200 | $1.7M |
| Argent Trust Co | 0.06% | No change | 4,177 | $1.7M |
| LongView Wealth Management | 0.45% | Reduce -3.6% | 4,151 | $1.7M |
| Nicolet Advisory Services, LLC | 0.13% | Add +7.5% | 4,119 | $1.7M |
| Balanced Rock Investment Advisors LLC | 1.22% | Reduce -1.4% | 4,138 | $1.7M |
| LifePlan Financial, LLC | 1.32% | Reduce -7.6% | 4,132 | $1.7M |
| Capital Group Private Client Services, Inc. | 0.03% | Add +0.1% | 4,127 | $1.7M |
| Jefferies Financial Group Inc. | 0.02% | Add +6.6% | 4,102 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +12.8% | 4,095 | $1.6M |
| Procyon Advisors, LLC | 0.10% | Reduce -14.1% | 4,058 | $1.6M |
| Ameritas Advisory Services, LLC | 0.11% | Reduce -53.4% | 4,050 | $1.6M |
| SCS Capital Management LLC | 0.02% | Add +0.1% | 4,042 | $1.6M |
| Parallel Advisors, LLC | 0.03% | Add +13.1% | 4,034 | $1.6M |
| Betterment LLC | 0.00% | Reduce -0.1% | 4,004 | $1.6M |
| Hollencrest Capital Management | 0.06% | No change | 4,000 | $1.6M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 3,961 | $1.6M |
| Oxbow Advisors, LLC | 0.15% | No change | 3,920 | $1.6M |
| Mission Wealth Management, LP | 0.03% | Reduce -1.0% | 3,891 | $1.6M |
| American Trust | 0.13% | Reduce -96.6% | 3,886 | $1.6M |
| Citizens Financial Group Inc. | 0.02% | No change | 3,867 | $1.6M |
| Investment Planning Advisors, Inc. | 0.48% | Add +28.5% | 3,822 | $1.5M |
| Liberty Wealth Management LLC | 0.21% | Reduce -3.8% | 3,792 | $1.5M |
| AlTi Global, Inc. | 0.04% | No change | 3,764 | $1.5M |
| Crown Wealth Group, LLC | 0.45% | Add +13.4% | 3,743 | $1.5M |
| LifeSteps Financial, Inc. | 0.96% | Reduce -0.6% | 3,720 | $1.5M |
| Capital Squared Financial LLC | 1.29% | Reduce -3.4% | 3,699 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 3,622 | $1.5M |
| Insight Advisors, LLC/ PA | 0.22% | Reduce -0.1% | 3,595 | $1.4M |
| Choate Investment Advisors | 0.03% | No change | 3,598 | $1.4M |
| Keystone Financial Group | 0.11% | Reduce -4.6% | 3,596 | $1.4M |
| Echo Wealth Management, LLC | 0.84% | No change | 3,574 | $1.4M |
| Capital Investment Advisors, LLC | 0.02% | Add +13.4% | 3,569 | $1.4M |
| Csenge Advisory Group | 0.07% | Reduce -7.5% | 3,553 | $1.4M |
| Jacobi Capital Management LLC | 0.09% | Add +0.1% | 3,543 | $1.4M |
| Hoffman, Alan N Investment Management | 0.62% | No change | 3,519 | $1.4M |
| Renaissance Technologies | 0.00% | Reduce -67.9% | 3,500 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -2.7% | 3,453 | $1.4M |
| Diversify Advisory Services, LLC | 0.05% | Reduce -0.4% | 3,263 | $1.4M |
| Sage Mountain Advisors LLC | 0.08% | Reduce -1.5% | 3,432 | $1.4M |
| Eclectic Associates Inc. | 0.25% | Reduce -20.8% | 3,427 | $1.4M |
| Avestar Capital, LLC | 0.10% | No change | 3,420 | $1.4M |
| Turtle Creek Wealth Advisors, LLC | 0.12% | No change | 3,408 | $1.4M |
| Fort Sheridan Advisors LLC | 0.18% | Add +29.5% | 3,400 | $1.4M |
| CAP Partners, LLC | 0.78% | Add +41.4% | 3,400 | $1.4M |
| Ritholtz Wealth Management | 0.03% | Add +282.4% | 3,380 | $1.4M |
| M3 Advisory Group, LLC | 0.85% | Add +5.5% | 3,375 | $1.4M |
| Simplicity Wealth,LLC | 0.08% | Reduce -63.4% | 3,369 | $1.4M |
| First Horizon Corp. | 0.06% | — | 3,358 | $1.4M |
| Belpointe Asset Management LLC | 0.05% | Reduce -19.3% | 3,293 | $1.3M |
| Vontobel Holding Ltd. | 0.00% | Reduce -7.8% | 3,291 | $1.3M |
| Steel Grove Capital Advisors, LLC | 0.16% | No change | 3,614 | $1.3M |
| Kassira Wealth Management LLC | 1.26% | — | 3,250 | $1.3M |
| Principal Securities, Inc. | 0.02% | Add +27.2% | 3,240 | $1.3M |
| Midwest Trust Co | 0.02% | Reduce -0.3% | 3,231 | $1.3M |
| Essex Financial Services, Inc. | 0.08% | Add +4.2% | 3,223 | $1.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -13.2% | 3,182 | $1.3M |
| Clearwater Capital Advisors, LLC | 0.11% | Reduce -2.5% | 3,132 | $1.3M |
| Nicholas Hoffman & Company, LLC. | 0.03% | Add +80.9% | 3,108 | $1.3M |
| Nautilus Advisors LLC | 0.83% | Add +2.5% | 3,076 | $1.2M |
| Brighton Jones LLC | 0.03% | Add +178.4% | 3,023 | $1.2M |
| Modern Wealth Management, LLC | 0.02% | Reduce -5.8% | 3,014 | $1.2M |
| Calton & Associates, Inc. | 0.18% | Add +4.5% | 3,009 | $1.2M |
| Detalus Advisors, LLC | 0.31% | No change | 2,991 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +0.1% | 2,984 | $1.2M |
| Client 1ST Advisory Group, LLC | 0.39% | No change | 2,936 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Add +14.8% | 2,910 | $1.2M |
| Tme Financial, Inc. | 0.88% | Add +11.7% | 2,907 | $1.2M |
| Institute for Wealth Management, LLC. | 0.12% | Add +10.1% | 2,899 | $1.2M |
| Well Done, LLC | 0.20% | No change | 2,898 | $1.2M |
| Prosperity Consulting Group, LLC | 0.05% | New | 2,747 | $1.1M |
| Weaver Consulting Group | 0.28% | Reduce -1.8% | 2,735 | $1.1M |
| Colton Groome Financial Advisors, LLC | 0.33% | Add +84.3% | 2,711 | $1.1M |
| Koshinski Asset Management, Inc. | 0.08% | No change | 2,698 | $1.1M |
| Legacy Financial Advisors, Inc. | 0.15% | Reduce -2.8% | 2,693 | $1.1M |
| Hartline Investment Corp./ | 0.11% | Reduce -0.2% | 2,685 | $1.1M |
| NorthCoast Asset Management LLC | 0.00% | Reduce -7.8% | 2,684 | $1.1M |
| VestGen Advisors, LLC | 0.04% | No change | 2,624 | $1.1M |
| Parsons Capital Management Inc. | 0.06% | Reduce -0.7% | 2,606 | $1.0M |
| Johnson Investment Counsel Inc. | 0.01% | Add +10.8% | 2,601 | $1.0M |
| Richardson Financial Services Inc. | 0.64% | Add +11.6% | 2,575 | $1.0M |
| Prestige Wealth Management Group LLC | 0.20% | No change | 2,562 | $1.0M |
| Virtus Family Office LLC | 0.96% | New | 2,556 | $1.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Add +3.1% | 2,554 | $1.0M |
| Capital Investment Advisory Services, LLC | 0.08% | Add +1.9% | 2,520 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Reduce -54.2% | 2,498 | $1.0M |
| Ridgepath Capital Management LLC | 0.43% | No change | 2,496 | $1.0M |
| Wescott Financial Advisory Group, LLC | 0.09% | Add +0.7% | 2,484 | $999K |
| Certuity, LLC | 0.07% | Reduce -34.6% | 2,479 | $998K |
| Quent Capital, LLC | 0.08% | Reduce -0.4% | 2,479 | $998K |
| Heartwood Wealth Advisors LLC | 0.09% | No change | 2,472 | $995K |
| OneDigital Investment Advisors LLC | 0.01% | Add +136.1% | 2,453 | $987K |
| Avalon Trust Co | 0.06% | No change | 2,450 | $986K |
| Retirement Guys Formula LLC | 0.35% | Reduce -5.4% | 2,446 | $984K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -8.0% | 2,439 | $981K |
| Aptus Capital Advisors, LLC | 0.01% | Add +5.5% | 2,422 | $975K |
| Fortis Group Advisors, LLC | 0.17% | Add +2.2% | 2,314 | $974K |
| Private Wealth Group, LLC | 0.48% | No change | 2,418 | $973K |
| National Wealth Management Group, LLC | 0.37% | Add +0.9% | 2,410 | $970K |
| First Trust Advisors LP | 0.00% | Add +20.0% | 2,399 | $965K |
| Qube Research & Technologies Ltd | 0.00% | Add +176.2% | 2,397 | $965K |
| Wolverine Trading, LLC | 0.02% | Add +112.7% | 2,401 | $961K |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -0.6% | 2,385 | $960K |
| Financial Advocates Investment Management | 0.54% | Reduce -30.6% | 2,381 | $958K |
| CENTRAL TRUST Co | 0.02% | Reduce -3.3% | 2,352 | $946K |
| Russell Investments Group, Ltd. | 0.00% | Add +11.1% | 2,352 | $946K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -85.2% | 2,342 | $942K |
| Squire Investment Management Company, LLC | 0.30% | No change | 2,325 | $936K |
| Financial Management Network Inc. | 0.15% | No change | 2,263 | $922K |
| City State Bank | 0.27% | Add +8.8% | 2,281 | $918K |
| Tower Research Capital LLC (TRC) | 0.03% | Add +421.9% | 2,265 | $911K |
| Dana Investment Advisors, Inc. | 0.03% | Add +2.8% | 2,252 | $906K |
| Cary Street Partners Financial LLC | 0.02% | Add +0.1% | 2,248 | $905K |
| Owen LaRue, LLC | 0.35% | Add +10.3% | 2,198 | $885K |
| Bank of Montreal | 0.00% | Reduce -4.3% | 2,177 | $876K |
| Summit Investment Advisory Services, LLC | 0.35% | Reduce -7.8% | 2,176 | $876K |
| Wagner Wealth Management, LLC | 0.20% | No change | 2,160 | $869K |
| Pinion Investment Advisors, LLC | 0.24% | Add +4.1% | 2,101 | $866K |
| Rolek Wealth Management LLC | 0.65% | Add +0.1% | 2,149 | $865K |
| United Advisor Group, LLC | 0.11% | Add +84.6% | 2,068 | $832K |
| Advisory Alpha, LLC | 0.02% | Reduce -41.4% | 2,040 | $827K |
| AlphaCore Capital LLC | 0.03% | Add +31.1% | 2,046 | $824K |
| Vantage Financial Partners, LLC | 0.17% | Add +0.1% | 2,044 | $822K |
| Stonegate Investment Group, LLC | 0.02% | Add +35.1% | 2,030 | $817K |
| Summit Wealth Partners, LLC | 0.15% | No change | 2,012 | $810K |
| Centurion Wealth Management LLC | 0.18% | Add +13.1% | 2,001 | $805K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -50.0% | 2,000 | $805K |
| Synergy Investment Management, LLC | 0.31% | Add +2.9% | 1,996 | $803K |
| Altfest L J & Co. Inc. | 0.09% | Reduce -1.1% | 1,985 | $799K |
| Buttonwood Financial Advisors Inc. | 0.27% | Reduce -2.8% | 1,978 | $796K |
| Serenus Wealth Advisors, LLC | 0.14% | No change | 1,970 | $793K |
| Focus Financial Network, Inc. | 0.03% | Add +3.0% | 1,960 | $789K |
| CreativeOne Wealth, LLC | 0.02% | Add +19.8% | 1,951 | $785K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +1.3% | 1,936 | $779K |
| Sollinda Capital Management LLC | 0.21% | Add +127.5% | 1,920 | $773K |
| Signal Advisors Wealth, LLC | 0.07% | Add +7.4% | 1,918 | $772K |
| VSM Wealth Advisory, LLC | 0.24% | Add +2.4% | 1,911 | $769K |
| FF Advisors,LLC | 0.37% | No change | 1,906 | $767K |
| FAS Wealth Partners, Inc. | 0.05% | No change | 1,895 | $763K |
| Park Avenue Securities LLC | 0.01% | Add +0.2% | 1,889 | $760K |
| Dover Advisors, LLC | 0.30% | Add +65.5% | 1,872 | $754K |
| Graney & King, LLC | 0.52% | Reduce -11.3% | 1,873 | $754K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -1.3% | 1,871 | $753K |
| Acorn Financial Advisory Services Inc. | 0.11% | No change | 1,850 | $745K |
| Mitchell McLeod Pugh & Williams Inc. | 0.12% | Reduce -7.3% | 1,747 | $739K |
| Balefire, LLC | 0.15% | Add +24.1% | 1,827 | $735K |
| CVA Family Office, LLC | 0.09% | Add +25.0% | 1,822 | $733K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +0.9% | 1,816 | $731K |
| Measured Wealth Private Client Group, LLC | 0.20% | No change | 1,808 | $728K |
| Westmount Partners, LLC | 0.19% | Add +9.2% | 1,797 | $727K |
| Accel Wealth Management | 0.21% | Add +21.6% | 1,805 | $727K |
| PFG Investments, LLC | 0.04% | Add +16.6% | 1,801 | $725K |
| BCO Wealth Management LLC | 0.47% | Reduce -0.3% | 1,784 | $718K |
| LS Investment Advisors, LLC | 0.10% | Reduce -2.5% | 1,780 | $716K |
| Beaumont Financial Advisors, LLC | 0.05% | Reduce -0.2% | 1,779 | $716K |
| Oak Family Advisors, LLC | 0.23% | New | 1,766 | $711K |
| White Lighthouse Investment Management Inc. | 0.11% | No change | 1,763 | $709K |
| Rodgers & Associates, LTD | 0.07% | Reduce -2.5% | 1,763 | $709K |
| Capital Investment Counsel, LLC | 0.10% | Reduce -4.0% | 1,757 | $707K |
| Fortis Capital Advisors, LLC | 0.11% | Reduce -1.9% | 1,756 | $707K |
| Stonebridge Financial Planning Group, LLC | 0.26% | Reduce -5.6% | 1,727 | $695K |
| Latitude Advisors, LLC | 0.32% | Add +1.5% | 1,723 | $693K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +51.0% | 1,722 | $693K |
| Private Trust Co. NA | 0.06% | Reduce -5.9% | 1,720 | $692K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +4.5% | 1,716 | $691K |
| Bailard, Inc. | 0.01% | No change | 1,700 | $684K |
| Cibc World Market Inc. | 0.00% | Reduce -0.2% | 1,700 | $684K |
| Wealthstream Advisors, Inc. | 0.10% | No change | 1,671 | $672K |
| Legacy Advisory Services, LLC | 0.50% | Add +3.5% | 1,650 | $664K |
| Mfa Wealth Advisors, LLC | 0.14% | Reduce -0.1% | 1,645 | $662K |
| Smith, Moore & Co. | 0.05% | Reduce -10.7% | 1,631 | $656K |
| Regions Financial Corp. | 0.00% | Add +36.6% | 1,627 | $655K |
| JGP Wealth Management, LLC | 0.07% | Add +4.5% | 1,609 | $652K |
| New England Private Wealth Advisors LLC | 0.09% | No change | 1,619 | $651K |
| Western Wealth Management, LLC | 0.03% | Reduce -1.2% | 1,617 | $651K |
| Tiaa Trust, National Association | 0.00% | Add +11.8% | 1,610 | $648K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.9% | 1,608 | $647K |
| MPWM Advisory Solutions, LLC | 0.38% | No change | 1,606 | $646K |
| Embree Financial Group | 0.09% | Reduce -0.6% | 1,590 | $640K |
| Berkshire Asset Management LLC | 0.03% | No change | 1,572 | $633K |
| Maryland Capital Advisors Inc. | 0.23% | No change | 1,570 | $632K |
| Traphagen Investment Advisors LLC | 0.05% | Add +0.1% | 1,553 | $625K |
| Carroll Investors, Inc | 0.30% | Add +0.1% | 1,551 | $624K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.1% | 1,545 | $622K |
| Optivise Advisory Services LLC | 0.37% | Add +6.4% | 1,533 | $617K |
| Pacific Point Advisors, LLC | 0.36% | No change | 1,526 | $614K |
| Roundview Capital LLC | 0.04% | Add +0.1% | 1,521 | $612K |
| Cynosure Group, LLC | 0.07% | New | 1,513 | $609K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -1.2% | 1,501 | $604K |
| Cozad Asset Management Inc. | 0.05% | No change | 1,498 | $603K |
| Lakeshore Financial Planning, Inc. | 0.22% | Add +107.5% | 1,496 | $602K |
| RDA Financial Network | 0.15% | No change | 1,488 | $599K |
| David Kennon Inc | 0.21% | Add +150.5% | 1,483 | $597K |
| Beacon Financial Advisory LLC | 0.14% | Reduce -0.5% | 1,478 | $595K |
| HBW Advisory Services LLC | 0.07% | Reduce -7.3% | 1,465 | $590K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +17.1% | 1,461 | $588K |
| Camarda Financial Advisors, LLC | 0.21% | Reduce -10.9% | 1,447 | $582K |
| ICONIQ Capital, LLC | 0.01% | No change | 1,443 | $581K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.26% | New | 1,424 | $573K |
| Rothschild Wealth LLC | 0.12% | Add +0.2% | 1,424 | $573K |
| CVFG LLC | 0.41% | Add +1.8% | 1,415 | $569K |
| Retirement Income Solutions, Inc. | 0.10% | Reduce -2.8% | 1,414 | $569K |
| Quotient Wealth Partners, LLC | 0.02% | Add +0.1% | 1,406 | $566K |
| Private Client Services, LLC | 0.19% | Reduce -3.0% | 1,406 | $566K |
| Fusion Capital, LLC | 0.16% | New | 1,343 | $565K |
| Financial Freedom, LLC | 0.28% | Reduce -14.8% | 1,402 | $564K |
| Simmons Bank | 0.04% | No change | 1,400 | $563K |
| McAdam, LLC | 0.03% | Reduce -8.0% | 1,397 | $562K |
| Platform Technology Partners | 0.13% | Reduce -1.1% | 1,391 | $560K |
| SOA Wealth Advisors, LLC. | 0.09% | Add +0.1% | 1,386 | $558K |
| Bell Bank | 0.02% | Reduce -4.6% | 1,384 | $557K |
| Arete Wealth Advisors, LLC | 0.03% | New | 1,324 | $551K |
| Canvas Wealth Advisors, LLC | 0.10% | No change | 1,363 | $550K |
| Perigon Wealth Management, LLC | 0.01% | Add +15.0% | 1,346 | $542K |
| Principle Wealth Partners LLC | 0.03% | Add +23.0% | 1,338 | $538K |
| Pennington Partners & Co., LLC | 0.25% | No change | 1,329 | $535K |
| Mindset Wealth Management, LLC | 0.15% | No change | 1,330 | $535K |
| Global Trust Asset Management, LLC | 0.24% | Reduce -7.4% | 1,310 | $527K |
| Hazlett, Burt & Watson, Inc. | 0.19% | Reduce -1.1% | 1,312 | $527K |
| CWC Advisors, LLC. | 0.25% | No change | 1,288 | $518K |
| LWM Advisors Inc. | 0.46% | Reduce -0.4% | 1,279 | $515K |
| ProVise Management Group, LLC | 0.04% | Reduce -0.7% | 1,275 | $513K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +4.5% | 1,271 | $511K |
| Commerce Bank | 0.00% | Add +27.4% | 1,266 | $509K |
| Howe & Rusling Inc. | 0.03% | Add +0.1% | 1,261 | $508K |
| Jackson Square Capital, LLC | 0.11% | No change | 1,252 | $504K |
| First Affirmative Financial Network | 0.24% | No change | 1,243 | $500K |
| Oarsman Capital, Inc. | 0.07% | No change | 1,242 | $500K |
| Resurgent Financial Advisors LLC | 0.24% | Add +79.9% | 1,236 | $497K |
| Keb Asset Management, LLC | 0.11% | No change | 1,235 | $497K |
| Vise Technologies, Inc. | 0.02% | New | 1,231 | $495K |
| Franklin Resources Inc. | 0.00% | No change | 1,226 | $493K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 1,224 | $493K |
| Wedmont Private Capital | 0.02% | Add +0.1% | 1,183 | $478K |
| Hubbell Strickland Wealth Management, LLC | 0.20% | Add +0.1% | 1,188 | $478K |
| Pettyjohn, Wood & White, Inc. | 0.08% | No change | 1,187 | $478K |
| Cloud Capital Management, LLC | 0.25% | No change | 1,186 | $477K |
| Hughes Financial Services, LLC | 0.08% | No change | 1,137 | $475K |
| Castle Rock Wealth Management, LLC | 0.10% | No change | 1,169 | $474K |
| Dahring | Cusmano LLC | 0.34% | Reduce -0.3% | 1,176 | $473K |
| Ameriflex Group, Inc. | 0.18% | Add +66.5% | 1,172 | $472K |
| Diversified Trust Co. | 0.01% | No change | 1,170 | $471K |
| Trevian Wealth Management LLC | 0.25% | No change | 1,170 | $471K |
| Marathon Mission, Inc. | 0.28% | No change | 1,168 | $470K |
| Glenview Trust Co | 0.01% | No change | 1,161 | $467K |
| Snowden Capital Advisors LLC | 0.01% | No change | 1,159 | $467K |
| Birch Hill Investment Advisors LLC | 0.02% | No change | 1,151 | $463K |
| Cadence Bank | 0.03% | No change | 1,146 | $461K |
| Fairscale Capital, LLC | 0.32% | No change | 1,139 | $459K |
| Live Oak Investment Partners | 0.30% | Add +0.7% | 1,131 | $455K |
| Heritage Investment Group, Inc. | 0.07% | No change | 1,130 | $455K |
| Wealth Management Nebraska | 0.05% | Add +45.7% | 1,126 | $453K |
| SpringVest Wealth Management LLC | 0.33% | No change | 1,125 | $453K |
| Intellus Advisors LLC | 0.06% | Reduce -9.1% | 1,125 | $453K |
| Richmond Investment Services, LLC | 0.08% | Add +12.5% | 1,114 | $448K |
| Certified Advisory Corp | 0.04% | Add +4.2% | 1,110 | $447K |
| Oppenheimer & Co. Inc. | 0.01% | Add +16.5% | 1,110 | $447K |
| MWA Asset Management | 0.25% | Reduce -0.2% | 1,110 | $447K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -49.3% | 1,108 | $446K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.9% | 1,105 | $445K |
| Waldron Private Wealth LLC | 0.02% | No change | 1,094 | $441K |
| UMB Bank, n.a. | 0.01% | No change | 1,092 | $439K |
| Wealth Group Ltd | 0.10% | Add +5.3% | 1,089 | $438K |
| First Heartland Consultants, Inc. | 0.03% | New | 1,073 | $432K |
| Simon Quick Advisors, LLC | 0.02% | Reduce -1.8% | 1,065 | $429K |
| Root Financial Partners, LLC | 0.03% | Add +27.8% | 1,063 | $428K |
| Sfm, LLC | 0.25% | No change | 1,059 | $426K |
| Shepherd Financial Partners LLC | 0.04% | No change | 1,059 | $426K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -36.7% | 1,052 | $423K |
| Comprehensive Financial Planning, Inc. | 0.29% | Add +0.1% | 1,050 | $423K |
| Intrua Financial, LLC | 0.05% | Reduce -3.1% | 1,048 | $422K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 1,045 | $421K |
| OxenFree Capital LLC | 0.23% | Reduce -1.5% | 1,026 | $420K |
| Perennial Investment Advisors, LLC | 0.03% | Add +0.1% | 1,042 | $419K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -14.9% | 1,035 | $417K |
| Haverford Trust Co | 0.00% | No change | 1,035 | $417K |
| Apexium Financial, LP | 0.02% | No change | 1,025 | $413K |
| Monument Group Wealth Advisors, LLC | 0.24% | Add +0.1% | 1,020 | $411K |
| Monograph Wealth Advisors, LLC | 0.04% | New | 1,017 | $410K |
| CGN Advisors LLC | 0.03% | Reduce -1.6% | 1,015 | $408K |
| Leeward Financial Partners, LLC | 0.12% | No change | 1,013 | $408K |
| Strategic Blueprint, LLC | 0.02% | Add +4.7% | 1,009 | $406K |
| Lauterbach Financial Advisors, LLC | 0.20% | Add +0.1% | 1,008 | $406K |
| Channel Wealth LLC | 0.11% | Add +0.9% | 1,003 | $404K |
| Townsquare Capital LLC | 0.06% | Add +9.3% | 1,003 | $404K |
| Landaas & Co. /Wi | 0.09% | Reduce -1.0% | 1,000 | $402K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 995 | $401K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +2.2% | 988 | $397K |
| GSG Advisors LLC | 0.10% | No change | 981 | $397K |
| Provenance Wealth Advisors, LLC | 0.05% | No change | 983 | $396K |
| Brown Wealth Management, LLC | 0.11% | Add +26.4% | 982 | $395K |
| XML Financial, LLC | 0.03% | Reduce -2.2% | 981 | $395K |
| Vertex Planning Partners, LLC | 0.08% | No change | 980 | $394K |
| Aspen Wealth Management LLC | 0.09% | No change | 975 | $393K |
| Summit Financial, LLC | 0.01% | Add +15.9% | 975 | $392K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +29.2% | 973 | $392K |
| Endeavor Private Wealth, Inc. | 0.12% | New | 970 | $391K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 969 | $390K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -1.1% | 963 | $388K |
| Mitchell Capital Management Co. | 0.07% | No change | 957 | $385K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +3.5% | 954 | $384K |
| First Financial Bankshares Inc | 0.01% | Add +22.5% | 953 | $384K |
| Maia Wealth LLC | 0.06% | Add +5.4% | 917 | $383K |
| Sequent Planning LLC | 0.11% | Add +8.4% | 952 | $383K |
| TFR Capital, LLC. | 0.13% | Reduce -0.1% | 936 | $377K |
| Gotham Asset Management | 0.00% | No change | 936 | $377K |
| Wealthstar Advisors, LLC | 0.15% | No change | 927 | $373K |
| Stonebridge Financial Group, LLC | 0.03% | Reduce -4.0% | 923 | $371K |
| St Germain D J Co. Inc. | 0.01% | No change | 918 | $369K |
| Invesco Ltd. | 0.00% | Add +40.9% | 917 | $369K |
| Crowley Wealth Management, Inc. | 0.29% | No change | 917 | $369K |
| Aprio Wealth Management, LLC | 0.04% | Add +0.7% | 916 | $369K |
| Stark Wealth Management LLC | 1.68% | Reduce -0.3% | 910 | $366K |
| First National Advisers, LLC | 0.05% | No change | 910 | $366K |
| Prudent Man Investment Management, Inc. | 0.20% | Reduce -0.3% | 1,057 | $363K |
| Planning Directions Inc. | 0.19% | Reduce -0.8% | 898 | $361K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.08% | No change | 895 | $360K |
| Clarion Wealth Managment Partners, LLC | 0.35% | No change | 893 | $360K |
| GeoWealth Management, LLC | 0.01% | Reduce -94.6% | 891 | $359K |
| Vigilare Wealth Management | 0.12% | Reduce -68.9% | 885 | $356K |
| 180 Wealth Advisors, LLC | 0.04% | No change | 884 | $356K |
| Barnett & Company, Inc. | 0.27% | New | 882 | $355K |
| Palisade Asset Management, LLC | 0.03% | No change | 868 | $349K |
| Anchor Investment Management, LLC | 0.03% | No change | 868 | $349K |
| Rf&l Wealth Management, LLC | 0.20% | No change | 855 | $344K |
| Trexquant Investment LP | 0.00% | Reduce -11.2% | 855 | $344K |
| BCS Wealth Management | 0.08% | Add +1.6% | 848 | $341K |
| Dunhill Financial, LLC | 0.11% | No change | 847 | $341K |
| Spectrum Planning & Advisory Services Inc. | 0.19% | Reduce -5.8% | 847 | $341K |
| Peak Retirement Planning, Inc. | 0.10% | Reduce -1.4% | 846 | $341K |
| 49 Wealth Management, LLC | 0.03% | Reduce -9.9% | 836 | $336K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 837 | $336K |
| AMG National Trust Bank | 0.01% | No change | 830 | $334K |
| Financial Alternatives, Inc | 0.20% | No change | 828 | $333K |
| JMG Financial Group, Ltd. | 0.01% | No change | 826 | $332K |
| IFG Advisory, LLC | 0.01% | Add +15.8% | 821 | $330K |
| Titleist Asset Management, LLC | 0.03% | Add +9.8% | 821 | $330K |
| WMG Financial Advisors, LLC | 0.11% | Reduce -0.2% | 819 | $330K |
| Welch Group, LLC | 0.01% | Add +10.1% | 818 | $329K |
| Kingsman Wealth Management, Inc. | 0.18% | Add +0.1% | 817 | $329K |
| Peachtree Investment Partners, LLC | 0.11% | No change | 814 | $327K |
| Zacks Investment Management | 0.00% | Reduce -5.6% | 813 | $327K |
| Copia Wealth Management | 0.24% | Reduce -6.1% | 806 | $324K |
| Venture Visionary Partners LLC | 0.01% | No change | 806 | $324K |
| Provident Wealth Management, LLC | 0.10% | No change | 804 | $324K |
| Mystic Asset Management, Inc. | 0.07% | No change | 800 | $322K |
| Total Investment Management Inc. | 0.04% | Add +0.1% | 800 | $322K |
| Sunburst Financial Group, LLC | 0.07% | Reduce -2.3% | 798 | $321K |
| BlackRock, Inc. | 0.00% | Add +173.2% | 795 | $320K |
| Piedmont Capital Management, LLC | 0.17% | No change | 792 | $320K |
| Manchester Financial Inc. | 0.06% | No change | 792 | $319K |
| Triad Wealth Partners, LLC | 0.04% | New | 792 | $319K |
| DAVENPORT & Co LLC | 0.00% | No change | 792 | $319K |
| Guidance Capital, Inc. | 0.08% | Add +0.1% | 767 | $316K |
| Stratos Wealth Advisors, LLC | 0.02% | No change | 785 | $316K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -17.3% | 784 | $315K |
| Advisors Capital Management, LLC | 0.00% | No change | 784 | $315K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +13.9% | 780 | $314K |
| Davidson Trust Co. | 0.13% | No change | 780 | $314K |
| Davidson Investment Advisors | 0.01% | No change | 780 | $314K |
| Mason & Associates, LLC | 0.08% | No change | 855 | $313K |
| Busey Bank | 0.01% | New | 777 | $313K |
| Swisher Financial Concepts, Inc. | 0.19% | Reduce -22.7% | 776 | $312K |
| Benjamin Edwards Inc. | 0.00% | New | 768 | $309K |
| CPC Advisors, LLC | 0.03% | Reduce -93.8% | 766 | $308K |
| Legacy Wealth Managment, LLC | 0.14% | No change | 762 | $307K |
| Morton Capital Management LLC | 0.05% | No change | 758 | $305K |
| Retirement Planning Group, LLC | 0.01% | New | 749 | $301K |
| NewEdge Wealth, LLC | 0.00% | New | 723 | $301K |
| Capstone Wealth Management Group LLC | 0.19% | New | 747 | $301K |
| M&T Bank Corp | 0.00% | New | 746 | $300K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -11.6% | 744 | $299K |
| Trilogy Capital Inc. | 0.01% | Reduce -97.5% | 735 | $296K |
| FreeGulliver LLC | 0.13% | New | 734 | $295K |
| Blueshift Asset Management, LLC | 0.09% | New | 734 | $295K |
| Allied Investment Advisors, LLC | 0.05% | New | 734 | $295K |
| KERR FINANCIAL PLANNING Corp | 0.41% | — | 719 | $294K |
| Fielder Capital Group LLC | 0.07% | No change | 731 | $294K |
| Key Financial Inc | 0.05% | Add +690.1% | 719 | $291K |
| Signet Financial Management, LLC | 0.03% | Add +0.1% | 718 | $289K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 713 | $289K |
| Aspiriant, LLC | 0.01% | No change | 714 | $287K |
| Ridgewood Investments LLC | 0.12% | No change | 713 | $287K |
| NorthRock Partners, LLC | 0.01% | New | 707 | $285K |
| Rice Partnership, LLC | 0.04% | No change | 705 | $284K |
| NFC Investments, LLC | 0.08% | New | 704 | $283K |
| BNP Paribas Financial Markets | 0.00% | Reduce -32.0% | 692 | $278K |
| S.A. Mason LLC | 0.12% | Add +34.0% | 689 | $277K |
| Kaydan Wealth Management, Inc. | 0.08% | Reduce -2.7% | 689 | $277K |
| Daymark Wealth Partners, LLC | 0.01% | Add +14.8% | 681 | $274K |
| First Pacific Financial | 0.04% | Reduce -0.6% | 679 | $273K |
| Gradient Investments LLC | 0.00% | Add +0.1% | 678 | $273K |
| Bridgewater Advisors Inc. | 0.02% | No change | 650 | $266K |
| Seven Springs Wealth Group, LLC | 0.07% | No change | 657 | $264K |
| Saiph Capital, LLC | 0.09% | No change | 655 | $264K |
| Legacy Private Trust Co. | 0.02% | No change | 655 | $264K |
| PGIM Custom Harvest LLC | 0.00% | Reduce -6.4% | 654 | $263K |
| Liberty Square Wealth Partners LLC | 0.08% | No change | 647 | $260K |
| Ballast, Inc. | 0.06% | Add +1.9% | 646 | $260K |
| HM Payson & Co. | 0.00% | No change | 646 | $260K |
| Jackson, Grant Investment Advisers, Inc. | 0.09% | No change | 646 | $260K |
| German American Bancorp, Inc. | 0.02% | No change | 642 | $258K |
| Bristlecone Advisors, LLC | 0.02% | No change | 640 | $258K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +1.3% | 638 | $257K |
| Acute Investment Advisory, LLC | 2.16% | Reduce -20.3% | 638 | $257K |
| One Wealth Management Investment & Advisory Services, LLC | 0.30% | No change | 636 | $256K |
| Almanack Investment Partners, LLC. | 0.04% | Reduce -86.3% | 635 | $256K |
| Calamos Wealth Management LLC | 0.01% | New | 635 | $256K |
| Concorde Asset Management, LLC | 0.11% | — | 628 | $254K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -5.7% | 627 | $252K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 624 | $251K |
| Jericho Financial, LLP | 0.15% | Reduce -7.9% | 618 | $249K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 618 | $249K |
| Cowa, LLC | 0.09% | New | 616 | $248K |
| KCM Investment Advisors LLC | 0.01% | No change | 609 | $245K |
| International Private Wealth Advisors LLC | 0.15% | Add +1.2% | 608 | $245K |
| Keystone Wealth Services, LLC | 0.05% | New | 607 | $244K |
| IFS Group,LLC | 0.21% | — | 600 | $243K |
| Hohimer Wealth Management, LLC | 0.03% | New | 601 | $242K |
| Financial Advisors Network, Inc. | 0.03% | No change | 600 | $242K |
| Orin Green Financial, LLC | 0.10% | Add +0.3% | 597 | $240K |
| Smithfield Trust Co | 0.01% | No change | 592 | $237K |
| Evergreen Capital Management LLC | 0.01% | No change | 588 | $237K |
| Yarger Wealth Strategies, LLC | 0.11% | Add +0.2% | 580 | $233K |
| Prosperity Financial Group, Inc. | 0.08% | New | 573 | $231K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -17.8% | 568 | $229K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 568 | $229K |
| Headlands Technologies LLC | 0.02% | Reduce -56.9% | 551 | $222K |
| Monetary Management Group Inc. | 0.05% | Reduce -18.5% | 550 | $221K |
| Annex Advisory Services, LLC | 0.00% | Add +0.4% | 550 | $221K |
| National Bank of Canada | 0.00% | No change | 548 | $220K |
| JB Capital LLC | 0.01% | New | 543 | $219K |
| Concord Wealth Partners | 0.03% | No change | 540 | $217K |
| Luminist Capital LLC | 0.19% | New | 540 | $217K |
| Valley Financial Group, Inc. | 0.12% | New | 539 | $217K |
| Capital Planning Advisors, LLC | 0.03% | New | 539 | $217K |
| Brio Consultants, LLC | 0.03% | New | 538 | $217K |
| Nadler Financial Group, Inc. | 0.02% | New | 538 | $217K |
| SMI Advisory Services, LLC | 0.04% | New | 535 | $216K |
| Cornerstone Management, Inc. | 0.04% | New | 533 | $214K |
| Faithward Advisors, LLC | 0.03% | New | 533 | $214K |
| Prospect Financial Services LLC | 0.12% | New | 532 | $214K |
| Tenon Financial LLC | 0.11% | New | 531 | $214K |
| Buska Wealth Management, LLC | 0.06% | New | 530 | $213K |
| Truepoint, Inc. | 0.01% | New | 529 | $213K |
| Great Point Wealth Advisors, LLC | 0.04% | — | 527 | $212K |
| Salomon & Ludwin, LLC | 0.02% | New | 525 | $212K |
| UNIVEST FINANCIAL Corp | 0.01% | Reduce -14.8% | 526 | $212K |
| Heritage Financial Services, LLC | 0.02% | New | 525 | $211K |
| OMNI 360 Wealth, Inc. | 0.12% | Reduce -11.6% | 519 | $209K |
| Redwood Wealth Management Group, LLC | 0.09% | New | 519 | $209K |
| Onyx Financial Advisors, LLC | 0.09% | New | 511 | $206K |
| Canandaigua National Bank & Trust Co. | 0.02% | New | 509 | $205K |
| Bangor Savings Bank | 0.02% | No change | 507 | $204K |
| Madison Wealth Partners, Inc | 0.04% | New | 504 | $203K |
| Winthrop Advisory Group LLC | 0.02% | New | 501 | $202K |
| Harpswell Capital Advisors, LLC | 0.19% | — | 500 | $201K |
| Composition Wealth, LLC | 0.00% | New | 500 | $201K |
| Chicago Partners Investment Group LLC | 0.01% | New | 475 | $201K |
| Quadrant Capital Group LLC | 0.01% | New | 495 | $199K |
| First Command Advisory Services, Inc. | 0.00% | No change | 486 | $196K |
| Investors Research Corp | 0.04% | Reduce -63.4% | 484 | $195K |
| Barclays PLC | 0.00% | No change | 477 | $192K |
| Larson Financial Group LLC | 0.01% | Reduce -82.6% | 451 | $182K |
| Flagship Wealth Advisors, LLC | 0.06% | New | 451 | $181K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 429 | $173K |
| Smartleaf Asset Management LLC | 0.01% | Add +237.9% | 419 | $168K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 399 | $161K |
| Natixis | 0.00% | New | 356 | $142K |
| Fifth Third Bancorp | 0.00% | Reduce -22.4% | 351 | $141K |
| Activest Wealth Management | 0.03% | No change | 350 | $141K |
| Financial Consulate, Inc. | 0.02% | New | 337 | $136K |
| Vestor Capital, LLC | 0.01% | Reduce -44.6% | 303 | $122K |
| Evermay Wealth Management LLC | 0.01% | No change | 300 | $121K |
| Optimum Investment Advisors | 0.05% | No change | 300 | $121K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -73.5% | 299 | $120K |
| Addison Advisors LLC | 0.03% | No change | 283 | $114K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -19.8% | 275 | $111K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -1.4% | 275 | $111K |
| Capital Analysts, LLC | 0.00% | No change | 272 | $109K |
| Operose Advisors LLC | 0.03% | New | 267 | $107K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 263 | $106K |
| Chesapeake Asset Management LLC | 0.09% | No change | 250 | $101K |
| SouthState Bank Corp | 0.00% | No change | 250 | $101K |
| Rossby Financial, LCC | 0.03% | Add +17.1% | 240 | $97K |
| First Community Trust NA | 0.07% | No change | 223 | $90K |
| Truvestments Capital LLC | 0.02% | No change | 220 | $89K |
| Allianz SE | 0.00% | No change | 216 | $87K |
| Alpine Bank Wealth Management | 0.01% | No change | 209 | $84K |
| Bogart Wealth, LLC | 0.00% | Reduce -1.0% | 205 | $82K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 201 | $81K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 200 | $80K |
| Arlington Trust Co LLC | 0.01% | No change | 200 | $80K |
| Citizens National Bank Trust Department | 0.01% | No change | 200 | $80K |
| MV Capital Management, Inc. | 0.01% | No change | 192 | $77K |
| Parkside Financial Bank & Trust | 0.01% | No change | 184 | $74K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | Reduce -2.7% | 180 | $72K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 171 | $69K |
| Winch Advisory Services, LLC | 0.02% | No change | 167 | $67K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 150 | $60K |
| Noble Wealth Management PBC | 0.03% | — | 150 | $60K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 150 | $60K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 150 | $60K |
| New England Capital Financial Advisors LLC | 0.03% | No change | 148 | $60K |
| Signature Resources Capital Management, LLC | 0.03% | New | 144 | $58K |
| Community Bank, N.A. | 0.01% | No change | 143 | $58K |
| MTM Investment Management, LLC | 0.02% | No change | 140 | $56K |
| Signaturefd, LLC | 0.00% | No change | 140 | $56K |
| Valued Wealth Advisors LLC | 0.03% | No change | 137 | $55K |
| Dynamic Wealth Strategies, LLC | 0.03% | No change | 121 | $49K |
| Cornerstone Planning Group LLC | 0.01% | Add +453.3% | 166 | $48K |
| Bell Investment Advisors, Inc | 0.01% | Add +136.0% | 118 | $47K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 116 | $47K |
| Trust Co. of Vermont | 0.00% | No change | 112 | $45K |
| AllSquare Wealth Management LLC | 0.02% | No change | 111 | $45K |
| North Star Investment Management Corp. | 0.00% | Add +182.1% | 110 | $44K |
| Rothschild Investment LLC | 0.00% | No change | 100 | $40K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 100 | $40K |
| Clearstead Advisors, LLC | 0.00% | Reduce -24.8% | 97 | $39K |
| Seneschal Advisors, LLC | 0.03% | New | 96 | $39K |
| McIlrath & Eck, LLC | 0.00% | No change | 94 | $38K |
| Field & Main Bank | 0.01% | No change | 90 | $36K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +107.0% | 89 | $36K |
| NBT Bank, N.A. | 0.00% | Add +372.9% | 402 | $34K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 82 | $33K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 80 | $32K |
| Gables Capital Management Inc. | 0.01% | No change | 79 | $32K |
| Harbor Asset Planning, Inc. | 0.03% | No change | 75 | $30K |
| Bfsg, LLC | 0.00% | No change | 71 | $29K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 70 | $28K |
| Aventura Private Wealth, LLC | 0.01% | No change | 67 | $27K |
| Ancora Advisors LLC | 0.00% | Add +88.6% | 66 | $27K |
| WFA of San Diego, LLC | 0.02% | Add +3.3% | 63 | $25K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 61 | $25K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 60 | $24K |
| Wealth Watch Advisors, INC | 0.01% | New | 60 | $24K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 60 | $24K |
| New Republic Capital, LLC | 0.01% | No change | 56 | $23K |
| Mascoma Wealth Management LLC | 0.01% | No change | 56 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -6.8% | 55 | $22K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 50 | $20K |
| Your Advocates Ltd., LLP | 0.01% | No change | 45 | $18K |
| Lanark Financial, Inc. | 0.00% | No change | 45 | $18K |
| Costello Asset Management, INC | 0.01% | No change | 43 | $17K |
| United Financial Planning Group LLC | 0.01% | — | 43 | $17K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 42 | $17K |
| Abound Wealth Management | 0.00% | Add +53.9% | 40 | $16K |
| Van Eck Associates Corp. | 0.00% | Reduce -12.8% | 41 | $16K |
| Valley National Advisers Inc. | 0.00% | New | 38 | $15K |
| Creekmur Asset Management LLC | 0.00% | New | 35 | $14K |
| Crews Bank & Trust | 0.00% | No change | 35 | $14K |
| Eastern Bank | 0.00% | No change | 27 | $11K |
| Alerus Financial NA | 0.00% | New | 26 | $10K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 25 | $10K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -69.9% | 22 | $9K |
| NFSG Corp | 0.00% | Reduce -29.0% | 22 | $9K |
| Central Pacific Bank - Trust Division | 0.00% | Add +15.8% | 22 | $9K |
| Oakworth Capital, Inc. | 0.00% | New | 19 | $8K |
| Fairway Wealth LLC | 0.00% | New | 18 | $7K |
| Ascentis Wealth Management, LLC | 0.00% | New | 14 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 13 | $5K |
| Hurley Capital, LLC | 0.00% | No change | 12 | $5K |
| Proathlete Wealth Management LLC | 0.00% | Reduce -93.8% | 11 | $4K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -64.5% | 11 | $4K |
| Longview Financial Advisors LLC | 0.00% | New | 10 | $4K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 10 | $4K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 8 | $3K |
| Sawyer & Company, Inc | 0.00% | Reduce -80.0% | 7 | $3K |
| Quaker Wealth Management, LLC | 0.00% | No change | 6 | $2K |
| Tsfg, LLC | 0.00% | No change | 5 | $2K |
| Hantz Financial Services, Inc. | 0.00% | New | 6 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -99.6% | 4 | $2K |
| Rakuten Securities, Inc. | 0.00% | Reduce -42.9% | 4 | $2K |
| Archer Investment Corp | 0.00% | No change | 4 | $2K |
| TruNorth Capital Management, LLC | 0.00% | No change | 3 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 3 | $1K |
| Glenmede Investment Management, LP | 0.00% | New | 3 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 2 | $1K |
| Colonial Trust Advisors | 0.00% | No change | 1 | $404 |
| POM Investment Strategies, LLC | 0.00% | Reduce -99.7% | 1 | $397 |
"% 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.