Vngrd Mrgstr MG CP GR ETF-UiMGKETF
13F holders, Q1 2026 (March 31)962holders −19
68new positions
78sold out
4famous investors
$365.81avg. 13F price*
At the end of Q1 2026, 962 institutions reported holding Vngrd Mrgstr MG CP GR ETF-Ui (MGK) in their 13F filings, down 19 from Q4 2025. 68 opened new positions and 78 sold out. The largest holders were Assetmark, Inc. ($3.1B), Cassaday & Co Wealth Management LLC ($1.4B) and Morgan Stanley ($936.8M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Vngrd Mrgstr MG CP GR ETF-Ui
- Filed as
- VANGUARD WORLD FD (Q1 2026)
- CUSIP
- 921910816
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $84.4M |
| Exits | 78 | $298.8M |
All 13F filers, Q4 2025 → Q1 2026: 1,782,428 shares bought and 3,277,404 shares sold, net −1,494,976 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 962 holders
| Assetmark, Inc. | 6.36% | Reduce -1.2% | 8,486,761 | $3.1B |
| Cassaday & Co Wealth Management LLC | 29.11% | Add +1.3% | 3,719,368 | $1.4B |
| Morgan Stanley | 0.06% | Reduce -3.8% | 2,549,417 | $936.8M |
| Bank of America Corp. | 0.05% | Reduce -1.2% | 2,033,250 | $747.1M |
| LPL Financial LLC | 0.11% | Reduce -1.6% | 1,154,761 | $424.3M |
| UBS Group AG | 0.07% | Reduce -5.7% | 1,037,729 | $381.3M |
| Captrust Financial Advisors | 0.56% | Reduce -18.3% | 869,407 | $319.4M |
| Vantagepoint Investment Advisers LLC | 2.67% | Reduce -1.8% | 859,017 | $315.6M |
| Ameriprise Financial Inc. | 0.07% | Add +4.6% | 796,750 | $292.8M |
| Wells Fargo & Company | 0.06% | Add +0.2% | 749,477 | $275.4M |
| Envestnet Asset Management Inc. | 0.07% | Add +5.9% | 711,289 | $261.4M |
| Angeles Wealth Management, LLC | 11.43% | Reduce -3.1% | 571,184 | $209.9M |
| Cerity Partners LLC | 0.28% | Add +20.1% | 541,188 | $200.7M |
| Merit Financial Group, LLC | 1.48% | Reduce -14.3% | 542,393 | $199.3M |
| PNC Financial Services Group, Inc. | 0.11% | Add +2.7% | 531,713 | $195.4M |
| Royal Bank of Canada | 0.03% | Add +2.0% | 466,332 | $171.3M |
| Howard Capital Management, LLC | 2.73% | Reduce -64.0% | 454,704 | $167.1M |
| Raymond James Financial Inc. | 0.05% | Add +17.9% | 434,071 | $159.5M |
| Facet Wealth, Inc. | 2.08% | Add +6.0% | 326,511 | $120.0M |
| Osaic Holdings, Inc. | 0.15% | Add +23.5% | 286,053 | $105.2M |
| Petredis Investment Advisors LLC | 8.27% | Add +0.3% | 275,168 | $101.1M |
| Two Sigma Investments, LP | 0.08% | Add +15.3% | 254,840 | $93.6M |
| Rockefeller Capital Management L.P. | 0.16% | Reduce -2.1% | 239,281 | $87.9M |
| Portfolio Strategies, Inc. | 10.67% | Reduce -1.6% | 234,679 | $86.5M |
| Strategic Investment Advisors / MI | 5.97% | Add +27.4% | 235,025 | $86.4M |
| Falcon Wealth Planning | 5.85% | Add +6.0% | 233,737 | $85.9M |
| HighTower Advisors, LLC | 0.09% | Reduce -1.3% | 226,497 | $83.2M |
| Fifth Third Bancorp | 0.15% | Add +75906.0% | 226,498 | $83.2M |
| Black Diamond Financial, LLC | 8.36% | Reduce -5.4% | 208,474 | $76.6M |
| Mariner, LLC | 0.08% | Add +4.9% | 195,895 | $72.0M |
| Stifel Financial Corp. | 0.07% | Add +2.0% | 192,273 | $70.7M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -10.4% | 188,628 | $69.3M |
| IFC Advisors LLC | 9.86% | Add +2.8% | 187,508 | $68.9M |
| Prime Capital Investment Advisors, LLC | 0.79% | Add +1.2% | 185,052 | $68.0M |
| Praetorian Wealth Management, Inc. | 12.28% | Add +5.7% | 168,397 | $64.6M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -24.8% | 173,959 | $63.9M |
| Gratus Wealth Advisors, LLC | 8.64% | Reduce -2.6% | 162,614 | $59.8M |
| Cetera Investment Advisers | 0.06% | Reduce -17.4% | 156,790 | $57.6M |
| Leelyn Smith, LLC | 7.83% | Add +6.1% | 152,036 | $55.9M |
| JPMorgan Chase & Co. | 0.00% | Add +28.7% | 148,495 | $52.5M |
| Beacon Capital Management, LLC | 8.78% | Reduce -13.3% | 135,363 | $49.7M |
| Creative Planning | 0.03% | Reduce -1.1% | 134,579 | $49.4M |
| Leavell Investment Management, Inc. | 1.90% | Add +3.2% | 126,300 | $46.4M |
| Hengehold Capital Management LLC | 3.82% | Add +1.9% | 119,065 | $43.7M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +4.8% | 111,482 | $41.0M |
| Bernardo Wealth Planning LLC | 7.48% | Reduce -3.2% | 103,956 | $38.2M |
| Lido Advisors, LLC | 0.15% | Reduce -2.0% | 103,174 | $37.9M |
| BTG Pactual Asset Management US LLC | 3.56% | Add +4.6% | 97,943 | $36.0M |
| Means Investment Co., Inc. | 3.07% | Reduce -0.9% | 95,771 | $35.2M |
| Beacon Pointe Advisors, LLC | 0.18% | Add +1247.8% | 94,646 | $34.8M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -32.4% | 93,820 | $34.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -25.8% | 94,079 | $34.6M |
| FC Advisory LLC | 10.01% | Add +0.7% | 93,265 | $34.3M |
| Blue Edge Capital, LLC | 4.46% | Reduce -6.2% | 91,387 | $33.6M |
| DT Investment Partners, LLC | 2.79% | Reduce -1.1% | 91,214 | $33.5M |
| MML Investors Services, LLC | 0.09% | Reduce -18.4% | 89,900 | $33.0M |
| ETF Portfolio Partners, Inc. | 8.62% | Add +2.6% | 89,305 | $32.8M |
| D.A. Davidson & Co. | 0.19% | Add +1.8% | 83,274 | $30.6M |
| EP Wealth Advisors, LLC | 0.15% | Add +0.9% | 80,573 | $29.6M |
| BHK Investment Advisors, LLC | 9.63% | Reduce -0.6% | 78,444 | $28.8M |
| HB Wealth Management, LLC | 0.18% | Add +0.8% | 75,664 | $27.8M |
| CX Institutional | 0.83% | Reduce -48.4% | 74,199 | $27.3M |
| Erickson Financial Group, LLC | 17.04% | Add +2.9% | 74,021 | $27.2M |
| Kestra Advisory Services, LLC | 0.10% | Add +61.1% | 70,315 | $25.8M |
| Wealthfront Advisers LLC | 0.06% | Add +10.6% | 69,764 | $25.6M |
| Prospera Financial Services Inc | 0.39% | Add +11.4% | 65,414 | $24.0M |
| Gateway Wealth Partners, LLC | 0.90% | Add +413.8% | 63,175 | $23.2M |
| Apriem Advisors | 2.21% | Reduce -36.3% | 63,152 | $23.2M |
| Clarity Financial LLC | 2.51% | Reduce -12.9% | 62,697 | $23.0M |
| Amara Financial, Llc. | 15.86% | Reduce -4.5% | 62,600 | $23.0M |
| &partners | 0.11% | Reduce -14.2% | 60,594 | $22.3M |
| Jones Financial Companies LLLP | 0.01% | Add +29.6% | 61,152 | $21.7M |
| Northern Trust Corp. | 0.00% | Reduce -0.8% | 58,240 | $21.4M |
| Alps Advisors Inc. | 0.10% | Add +3.5% | 58,095 | $21.3M |
| Clarus Wealth Advisors | 8.73% | Add +1.2% | 54,724 | $20.5M |
| Zeit Capital LLC | 13.58% | Reduce -2.3% | 55,241 | $20.3M |
| Concurrent Investment Advisors, LLC | 0.22% | Reduce -40.0% | 55,178 | $20.3M |
| Ieq Capital, LLC | 0.09% | Reduce -16.7% | 54,827 | $20.1M |
| Avior Wealth Management, LLC | 0.56% | Reduce -6.6% | 54,205 | $19.9M |
| Creative Financial Designs Inc. | 1.21% | Add +3.1% | 54,061 | $19.9M |
| Salem Investment Counselors Inc. | 0.58% | Reduce -1.8% | 53,910 | $19.8M |
| Independent Advisor Alliance | 0.21% | New | 53,499 | $19.7M |
| Ameritas Advisory Services, LLC | 0.76% | Reduce -4.1% | 53,214 | $19.6M |
| Victory Capital Management Inc. | 0.01% | New | 53,177 | $19.5M |
| Sanctuary Advisors, LLC | 0.10% | Reduce -1.7% | 52,672 | $19.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.33% | Add +5.3% | 52,217 | $19.2M |
| Zhang Financial LLC | 0.65% | Add +3.9% | 51,209 | $18.8M |
| Wheelhouse Advisory Group LLC | 6.05% | Add +3.4% | 49,661 | $18.2M |
| Savant Capital, LLC | 0.09% | Add +1.1% | 49,486 | $18.2M |
| ODonnell Financial Services, LLC | 6.22% | Add +0.8% | 49,157 | $18.0M |
| Kingsview Wealth Management, LLC | 0.24% | Add +7.7% | 47,148 | $17.3M |
| Northeast Investment Management | 0.69% | Add +3.9% | 45,713 | $16.8M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +4.5% | 45,064 | $16.6M |
| Raab & Moskowitz Asset Management LLC | 3.67% | Reduce -3.4% | 44,914 | $16.5M |
| Blackston Financial Advisory Group, LLC | 10.16% | Reduce -0.4% | 44,115 | $16.2M |
| WealthShield Partners, LLC | 1.80% | Reduce -1.6% | 43,954 | $16.1M |
| Cresset Asset Management, LLC | 0.07% | Add +3867.5% | 43,365 | $15.9M |
| AQR Capital Management | 0.01% | Add +24.5% | 43,166 | $15.9M |
| Wealthspire Retirement, LLC | 0.92% | Add +11.1% | 41,822 | $15.4M |
| US Bancorp \de | 0.02% | Reduce -7.2% | 41,408 | $15.2M |
| FMR LLC | 0.00% | Add +6.3% | 41,002 | $15.1M |
| Okabena Investment Services Inc. | 2.82% | Add +55.6% | 39,848 | $14.6M |
| NWF Advisory Services Inc. | 1.64% | Add +1.6% | 39,481 | $14.5M |
| UNIVEST FINANCIAL Corp | 0.81% | Add +344.3% | 39,324 | $14.4M |
| Stephens Inc. | 0.17% | Add +4.8% | 37,680 | $13.8M |
| Foundations Investment Advisors, LLC | 0.17% | Add +7.2% | 37,665 | $13.8M |
| Cascade Financial Partners, LLC | 1.39% | Reduce -1.8% | 36,621 | $13.5M |
| Vestmark Advisory Solutions, Inc. | 0.15% | Reduce -5.4% | 36,102 | $13.3M |
| Focused Wealth Management, Inc | 1.31% | Reduce -0.9% | 34,191 | $12.6M |
| Pacific Center for Financial Services | 3.17% | Reduce -2.3% | 34,027 | $12.5M |
| Axxcess Wealth Management, LLC | 0.39% | Reduce -3.6% | 33,453 | $12.3M |
| Randall & Associates Wealth Management | 8.22% | Add +11.4% | 33,191 | $12.2M |
| Texas Capital Bank Wealth Management Services Inc | 0.72% | Reduce -0.5% | 32,941 | $12.1M |
| Capstone Wealth Management Group, LLC | 5.03% | Add +2.6% | 32,676 | $12.0M |
| Philadelphia Trust Co. | 0.84% | No change | 32,500 | $11.9M |
| Sherman Wealth Management LLC | 10.18% | Reduce -0.8% | 32,262 | $11.9M |
| Focus Partners Wealth | 0.01% | Add +14.7% | 36,696 | $11.7M |
| Stratos Investment Management, LLC | 0.46% | Reduce -37.8% | 31,535 | $11.6M |
| Bank of New York Mellon Corp | 0.00% | Add +1.2% | 31,093 | $11.4M |
| Pennsylvania Capital Management Inc. | 3.24% | Add +0.7% | 30,770 | $11.3M |
| Allstreet Capital Advisors LLC | 8.06% | Reduce -0.6% | 29,642 | $10.9M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +7.0% | 29,404 | $10.8M |
| Clifford Group, LLC | 8.25% | Add +4.5% | 29,165 | $10.7M |
| Cedar Point Capital Partners, LLC | 6.93% | Add +4.8% | 29,056 | $10.7M |
| Truist Financial Corp. | 0.01% | Add +4.4% | 28,409 | $10.4M |
| Fingerlakes Wealth Management, Inc. | 6.87% | Reduce -3.8% | 28,184 | $10.4M |
| Virtu Financial LLC | 0.42% | New | 27,833 | $10.2M |
| Investment Insight Wealth Management, LLC | 10.78% | Reduce -8.2% | 27,211 | $10.0M |
| Waverly Advisors, LLC | 0.07% | Reduce -5.5% | 27,186 | $10.0M |
| Capital Planning LLC | 3.23% | Add +17.2% | 27,060 | $9.9M |
| Darwin Wealth Management, LLC | 3.07% | Reduce -7.5% | 26,832 | $9.9M |
| Harbour Investments, Inc. | 0.15% | Add +64.6% | 26,808 | $9.9M |
| Baird Financial Group, Inc. | 0.01% | Add +21.0% | 25,852 | $9.5M |
| Resolute Advisors LLC | 3.83% | Add +0.1% | 25,197 | $9.3M |
| Centaurus Financial, Inc. | 0.44% | Add +0.2% | 25,122 | $9.2M |
| Apollon Financial, LLC | 1.25% | Add +2.1% | 24,602 | $9.0M |
| Quadcap Wealth Management, LLC | 1.03% | Add +5.2% | 24,589 | $9.0M |
| Independent Financial Group, LLC | 0.20% | Add +5.7% | 24,267 | $8.9M |
| Cypress Wealth Services, LLC | 1.25% | Reduce -4.2% | 24,079 | $8.8M |
| Blair William & Co. | 0.02% | Reduce -27.4% | 23,203 | $8.5M |
| Baring Financial LLC | 5.17% | Add +3.5% | 22,990 | $8.4M |
| Private Advisor Group, LLC | 0.04% | Add +0.0% | 22,972 | $8.4M |
| TFB Advisors LLC | 4.42% | Reduce -35.8% | 22,956 | $8.4M |
| Royal Fund Management, LLC | 0.76% | Add +0.4% | 21,669 | $8.0M |
| Waystone Advisors LLC | 7.12% | Reduce -3.0% | 21,681 | $8.0M |
| Citigroup Inc. | 0.01% | Add +42.5% | 21,492 | $7.9M |
| Gladwyn Financial Advisors, Inc. | 5.48% | Add +11.6% | 21,418 | $7.9M |
| McClarren Financial Advisors, Inc. | 4.59% | Reduce -44.2% | 21,112 | $7.8M |
| Alexis Investment Partners, LLC | 5.31% | Add +12.3% | 21,811 | $7.7M |
| GTS Securities LLC | 0.27% | Add +364.3% | 20,978 | $7.7M |
| NewEdge Advisors, LLC | 0.03% | Reduce -0.5% | 20,807 | $7.6M |
| Valicenti Advisory Services Inc. | 1.66% | Reduce -0.6% | 20,733 | $7.6M |
| Choreo, LLC | 0.09% | Reduce -2.5% | 20,651 | $7.6M |
| Kestra Private Wealth Services, LLC | 0.09% | Reduce -18.5% | 20,565 | $7.6M |
| Coquina Private Wealth LLC | 5.97% | Add +23.1% | 20,216 | $7.4M |
| Knightsbridge Asset Management, LLC | 1.00% | Add +17.7% | 20,158 | $7.4M |
| Center For Asset Management LLC | 3.66% | Reduce -3.2% | 20,074 | $7.4M |
| AlphaCore Capital LLC | 0.17% | Reduce -12.2% | 19,776 | $7.3M |
| Joel Isaacson & Co., LLC | 0.24% | Add +4.0% | 19,609 | $7.2M |
| Accredited Investors Inc. | 0.39% | Reduce -2.4% | 19,535 | $7.2M |
| Richard P Slaughter Associates Inc | 1.55% | Reduce -1.8% | 19,509 | $7.2M |
| Schroder Investment Management Group | 0.01% | No change | 20,233 | $7.2M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Reduce -0.3% | 19,237 | $7.1M |
| CIBC Bancorp USA Inc. | 0.01% | — | 19,109 | $7.0M |
| American Financial & Tax Strategies Inc. | 3.23% | Add +2.7% | 18,082 | $6.6M |
| EverSource Wealth Advisors, LLC | 0.20% | Add +59.9% | 17,488 | $6.4M |
| Vanguard Advisers Inc. | 0.02% | — | 17,291 | $6.4M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -10.2% | 17,132 | $6.3M |
| Elevation Capital Advisory, LLC | 2.61% | Add +27.6% | 16,656 | $6.1M |
| Mgo One Seven LLC | 0.12% | Reduce -10.4% | 16,398 | $6.0M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +401.2% | 81,110 | $6.0M |
| HUB Investment Partners, LLC | 0.14% | Add +149.7% | 16,081 | $5.9M |
| One Capital Management, LLC | 0.16% | Add +97.5% | 15,899 | $5.8M |
| Mathes Company, Inc. | 2.13% | No change | 15,790 | $5.8M |
| Plan Group Financial, LLC | 1.34% | Add +23.9% | 15,532 | $5.7M |
| Sicart Associates LLC | 1.45% | Add +3.4% | 15,371 | $5.6M |
| Brookstone Capital Management | 0.06% | Reduce -0.4% | 15,013 | $5.5M |
| Fiduciary Alliance LLC | 0.33% | Reduce -2.3% | 13,318 | $5.4M |
| Milestone Asset Management Group, LLC | 3.17% | Add +6.2% | 14,746 | $5.4M |
| Silver Oak Securities, Incorporated | 0.39% | Reduce -33.7% | 14,531 | $5.3M |
| AE Wealth Management LLC | 0.03% | Reduce -4.4% | 14,326 | $5.3M |
| Tower Research Capital LLC (TRC) | 0.14% | Add +679.7% | 14,308 | $5.3M |
| Quantinno Capital Management LP | 0.01% | Add +38.7% | 14,086 | $5.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +78.5% | 14,079 | $5.2M |
| Spire Wealth Management | 0.17% | Add +22.9% | 13,749 | $5.1M |
| Kintra Wealth, LLC | 0.36% | New | 13,727 | $5.0M |
| Cornerstone Financial Management LLC | 4.51% | Add +2.8% | 13,378 | $4.9M |
| Jackson Wealth Management, LLC | 0.50% | Add +1.7% | 13,290 | $4.9M |
| IFP Advisors, Inc | 0.10% | Reduce -1.4% | 12,986 | $4.8M |
| Flagship Private Wealth, LLC | 1.94% | Reduce -1.1% | 12,976 | $4.8M |
| Junk Investment Group, LLC | 2.50% | — | 12,952 | $4.8M |
| Hoffman, Alan N Investment Management | 3.13% | Add +2.5% | 12,921 | $4.7M |
| Avidian Wealth Enterprises, LLC | 0.15% | Reduce -0.1% | 12,865 | $4.7M |
| Berger Financial Group, Inc | 0.26% | Add +7.8% | 12,723 | $4.7M |
| Tactive Advisors, LLC | 1.28% | Add +8.2% | 12,380 | $4.5M |
| Ifrah Financial Services, Inc. | 1.18% | Reduce -3.9% | 12,198 | $4.5M |
| Breakwater Investment Management | 1.66% | Reduce -0.9% | 12,122 | $4.5M |
| Mayfair Advisory Group, LLC | 1.55% | Add +7.2% | 12,084 | $4.4M |
| World Investment Advisors | 0.07% | Reduce -50.2% | 11,913 | $4.4M |
| Stone Wealth Partners | 3.88% | Add +5.0% | 11,760 | $4.3M |
| Strategic Financial Partners, Ltd. | 1.86% | Reduce -1.6% | 11,736 | $4.3M |
| Advisory Services Network, LLC | 0.06% | Reduce -3.0% | 11,725 | $4.3M |
| Atria Investments, Inc | 0.05% | Add +9.3% | 11,708 | $4.3M |
| Evolve Private Wealth, LLC | 0.23% | New | 11,707 | $4.3M |
| Jane Street Group, LLC | 0.00% | Add +2233.5% | 11,691 | $4.3M |
| Principal Securities, Inc. | 0.06% | Reduce -13.7% | 11,485 | $4.2M |
| Maridea Wealth Management LLC | 0.61% | Reduce -4.7% | 11,457 | $4.2M |
| Mather Group, Llc. | 0.04% | Reduce -1.7% | 11,408 | $4.2M |
| Integrity Alliance, Llc. | 0.16% | Add +5.9% | 11,330 | $4.2M |
| Sound Income Strategies, LLC | 0.20% | Add +10.8% | 11,181 | $4.2M |
| Insigneo Advisory Services, LLC | 0.30% | Reduce -4.2% | 11,272 | $4.1M |
| Silverlake Wealth Management LLC | 0.86% | Add +1.5% | 11,111 | $4.1M |
| Bawa N Mallick Trust | 1.66% | No change | 11,004 | $4.0M |
| Integrated Wealth Concepts LLC | 0.03% | Add +29.9% | 10,969 | $4.0M |
| Cwm, LLC | 0.01% | Add +18.9% | 10,923 | $4.0M |
| Fifth Third Securities, Inc. | 0.25% | Add +7.1% | 10,645 | $3.9M |
| Redhawk Wealth Advisors, Inc. | 0.43% | Reduce -2.6% | 10,635 | $3.9M |
| Encompass Wealth Advisors, LLC | 1.35% | Reduce -0.1% | 10,575 | $3.9M |
| Three Bearings Fiduciary Advisors, Inc. | 3.75% | Add +0.3% | 10,542 | $3.9M |
| Pinnacle Bancorp, Inc. | 1.13% | Add +0.6% | 10,384 | $3.8M |
| Breakwater Capital Group | 0.51% | Add +3.4% | 10,349 | $3.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1347.4% | 10,320 | $3.8M |
| Accurate Wealth Management, LLC | 0.46% | Add +3.0% | 9,779 | $3.8M |
| Farther Finance Advisors, LLC | 0.04% | Add +29.8% | 10,134 | $3.8M |
| Horizon Investment Services, LLC | 1.29% | Add +2.0% | 10,101 | $3.7M |
| Accretive Wealth Partners, LLC | 1.04% | Add +11.9% | 10,068 | $3.7M |
| PCM Encore, LLC | 0.75% | Add +53.8% | 9,984 | $3.7M |
| Sharkey, Howes & Javer | 0.49% | Reduce -7.0% | 9,923 | $3.6M |
| Colorado Capital Management, Inc. | 1.36% | Add +6.4% | 9,904 | $3.6M |
| CDM Financial Counseling Services, Inc. | 3.48% | Add +2.5% | 9,895 | $3.6M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -3.6% | 9,850 | $3.6M |
| Savvy Advisors, Inc. | 0.10% | Add +37.6% | 9,636 | $3.5M |
| TD Private Client Wealth LLC | 0.07% | Add +9.2% | 9,609 | $3.5M |
| Forum Private Client Group LLC | 1.18% | Reduce -4.4% | 9,594 | $3.5M |
| Northbridge Financial Group, LLC | 1.49% | Add +3.7% | 8,783 | $3.5M |
| Silicon Valley Capital Partners | 0.34% | Add +0.1% | 9,324 | $3.4M |
| Pillar Financial Advisors, LLC | 1.99% | Reduce -2.3% | 9,256 | $3.4M |
| Checchi Capital Advisers, LLC | 0.23% | Reduce -30.7% | 9,222 | $3.4M |
| Kera Capital Partners, Inc. | 0.41% | Add +2.3% | 9,160 | $3.4M |
| HighPoint Advisor Group LLC | 0.14% | Add +0.1% | 9,132 | $3.4M |
| Pathway Financial Advisers, LLC | 0.94% | Add +16.0% | 9,075 | $3.3M |
| Spirepoint Private Client, LLC | 0.32% | Add +0.7% | 9,032 | $3.3M |
| 1900 Wealth Management LLC | 0.21% | Reduce -1.0% | 8,951 | $3.3M |
| High Net Worth Advisory Group LLC | 0.77% | Reduce -5.1% | 8,934 | $3.3M |
| Oxford Wealth Group, LLC | 1.79% | Reduce -6.0% | 8,928 | $3.3M |
| Eagle Wealth Advisors LLC | 2.99% | Add +5.3% | 8,809 | $3.2M |
| Ballentine Partners, LLC | 0.04% | Reduce -2.9% | 8,758 | $3.2M |
| Bank of Hawaii | 0.17% | Add +7.2% | 8,744 | $3.2M |
| Equitable Holdings, Inc. | 0.02% | Add +4.2% | 7,745 | $3.2M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -4.8% | 8,645 | $3.2M |
| Sowell Financial Services LLC | 0.12% | Add +3.4% | 8,573 | $3.1M |
| Sigma Planning Corp | 0.09% | Add +54.3% | 8,529 | $3.1M |
| WNY Asset Management, LLC | 0.32% | — | 8,526 | $3.1M |
| Sheridan Capital Management, LLC | 1.61% | Add +2.0% | 8,336 | $3.1M |
| Hilltop Wealth Advisors, LLC | 1.82% | Reduce -1.3% | 8,276 | $3.0M |
| Fisher Asset Management | 0.00% | Reduce -19.0% | 8,266 | $3.0M |
| CoreCap Advisors, LLC | 0.10% | Add +3.3% | 8,237 | $3.0M |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 9,220 | $3.0M |
| Main Street Financial Solutions, LLC | 0.22% | Reduce -1.6% | 8,145 | $3.0M |
| Pacific Excel Wealth Advisors, Inc. | 3.13% | Add +63.5% | 8,099 | $3.0M |
| Kovack Advisors, Inc. | 0.16% | Reduce -4.1% | 7,706 | $2.9M |
| Valmark Advisers, Inc. | 0.03% | Reduce -0.3% | 7,959 | $2.9M |
| Vanguard National Trust Co | 0.18% | — | 7,883 | $2.9M |
| Merited Wealth, LLC | 2.34% | Add +16.8% | 7,667 | $2.8M |
| Kingswood Wealth Advisors, LLC | 0.13% | Add +109.5% | 7,443 | $2.7M |
| Larson Financial Group LLC | 0.09% | Add +1416.5% | 7,431 | $2.7M |
| Flagship Harbor Advisors, LLC | 0.12% | Reduce -25.6% | 7,427 | $2.7M |
| Fortune 45 LLC | 1.31% | Add +0.1% | 7,315 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +0.9% | 7,206 | $2.6M |
| Arax Advisory Partners | 0.07% | Add +53.5% | 7,150 | $2.6M |
| Pinnacle Financial Partners, Inc. | 0.02% | Reduce -1.6% | 7,125 | $2.6M |
| MAI Capital Management | 0.01% | Reduce -7.6% | 7,109 | $2.6M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +2.4% | 7,082 | $2.6M |
| Ethos Financial Group, LLC | 0.19% | Reduce -25.2% | 7,058 | $2.6M |
| Money Concepts Capital Corp. | 0.14% | Reduce -5.4% | 6,979 | $2.6M |
| Bucket List Wealth Management, LLC | 1.54% | Reduce -3.6% | 6,939 | $2.5M |
| Eagle Strategies LLC | 0.30% | Add +6.1% | 6,901 | $2.5M |
| Veridan Wealth LLC | 0.95% | Add +6.2% | 6,851 | $2.5M |
| McMill Wealth Management | 0.66% | New | 18,057 | $2.5M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 6,794 | $2.5M |
| Plancorp, LLC | 0.07% | No change | 6,382 | $2.5M |
| IHT Wealth Management, LLC | 0.06% | Reduce -51.7% | 6,724 | $2.5M |
| Ascent Group, LLC | 0.08% | Reduce -16.1% | 6,679 | $2.5M |
| Beaumont Asset Management, L.L.C. | 1.10% | Reduce -15.1% | 6,651 | $2.4M |
| N.E.W. Advisory Services LLC | 0.18% | Add +7.7% | 6,596 | $2.4M |
| NewEdge Wealth, LLC | 0.03% | Add +89.9% | 6,584 | $2.4M |
| Mutual Advisors, LLC | 0.05% | Add +6.8% | 6,577 | $2.4M |
| First Heartland Consultants, Inc. | 0.18% | Add +11.9% | 6,535 | $2.4M |
| Financial Life Planners | 1.84% | Reduce -9.8% | 6,522 | $2.4M |
| Bright Futures Wealth Management, LLC. | 1.62% | Add +0.8% | 6,444 | $2.4M |
| Finward Bancorp | 1.88% | Add +0.7% | 6,388 | $2.3M |
| Allworth Financial LP | 0.01% | Add +1.9% | 6,383 | $2.3M |
| MidAtlantic Capital Management, Inc. | 1.58% | Add +0.2% | 6,216 | $2.3M |
| Fearless Solutions, LLC dba Best Invest | 1.37% | Reduce -2.5% | 6,193 | $2.3M |
| First Citizens Bank & Trust Co. | 0.05% | Add +851.2% | 6,183 | $2.3M |
| Dopkins Wealth Management, LLC | 0.89% | Reduce -2.3% | 6,041 | $2.2M |
| Rik Saylor Financial, Inc. | 1.68% | No change | 6,013 | $2.2M |
| Avant Capital LLC | 1.55% | Reduce -0.7% | 5,981 | $2.2M |
| Francis Financial, Inc. | 0.40% | Reduce -7.6% | 5,927 | $2.2M |
| Cherry Creek Investment Advisors, Inc. | 0.94% | Reduce -6.1% | 5,898 | $2.2M |
| Independent Wealth Advisors LLC | 2.08% | Add +8.6% | 5,774 | $2.1M |
| Lazari Capital Management, Inc. | 0.74% | Add +20.2% | 5,771 | $2.1M |
| Causey Wealth LLC | 0.89% | Add +2.0% | 5,675 | $2.1M |
| Carr Financial Group Corp | 0.54% | Reduce -56.0% | 5,602 | $2.1M |
| Fischer Investment Strategies, LLC | 1.19% | Reduce -2.1% | 5,563 | $2.0M |
| Garden State Investment Advisory Services LLC | 0.49% | Reduce -5.1% | 5,532 | $2.0M |
| Continuum Advisory, LLC | 0.19% | Add +2.2% | 5,506 | $2.0M |
| Griffin Asset Management, Inc. | 0.23% | Reduce -23.3% | 5,441 | $2.0M |
| Strategic Investment Solutions, Inc. | 0.48% | Add +3.3% | 5,413 | $2.0M |
| FRG Family Wealth Advisors LLC | 0.32% | Reduce -3.0% | 5,376 | $2.0M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +6.7% | 5,334 | $2.0M |
| Argent Trust Co | 0.06% | No change | 5,177 | $1.9M |
| RFP Financial Group LLC | 1.03% | No change | 5,158 | $1.9M |
| Keybank National Association | 0.01% | Reduce -5.2% | 5,155 | $1.9M |
| Gilliland Jeter Wealth Management LLC | 0.55% | Add +0.1% | 5,098 | $1.9M |
| Sovereign Financial Group, Inc. | 0.31% | Reduce -2.0% | 4,867 | $1.8M |
| Wells Financial Advisors INC | 8.02% | Reduce -71.3% | 4,800 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +48.3% | 4,708 | $1.7M |
| Mosaic Advisors LLC | 2.57% | Add +400.4% | 20,346 | $1.7M |
| Signet Financial Management, LLC | 0.19% | Add +546.0% | 4,638 | $1.7M |
| Blue Trust, Inc. | 0.02% | No change | 4,634 | $1.7M |
| Flow Traders U.S. LLC | 0.05% | Add +40.2% | 4,598 | $1.7M |
| Old National Bancorp | 0.03% | Reduce -1.4% | 4,555 | $1.7M |
| Willner & Heller, LLC | 1.24% | Reduce -0.3% | 4,540 | $1.7M |
| StoneX Group Inc. | 0.09% | Reduce -30.7% | 4,445 | $1.6M |
| Jefferies Financial Group Inc. | 0.02% | Add +17.1% | 4,430 | $1.6M |
| Crescent Grove Advisors, LLC | 0.16% | Add +1.4% | 4,394 | $1.6M |
| Keystone Financial Group | 0.11% | Add +25.3% | 5,176 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -3.1% | 4,341 | $1.6M |
| Brown Advisory Inc. | 0.00% | Add +0.6% | 4,311 | $1.6M |
| Steel Grove Capital Advisors, LLC | 0.17% | Add +0.1% | 4,295 | $1.6M |
| Owen LaRue, LLC | 0.60% | Add +31.3% | 4,275 | $1.6M |
| Wellspring Financial Advisors, LLC | 0.12% | Add +0.1% | 4,217 | $1.5M |
| Meridian Wealth Management, LLC | 0.05% | Add +1.2% | 4,199 | $1.5M |
| Sovran Advisors, LLC | 0.12% | Add +418.3% | 18,318 | $1.5M |
| Onyx Bridge Wealth Group LLC | 0.17% | New | 4,187 | $1.5M |
| Capital Group Private Client Services, Inc. | 0.03% | Add +1.1% | 4,180 | $1.5M |
| Westbourne Investments, Inc. | 0.73% | Reduce -0.9% | 4,179 | $1.5M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Reduce -11.5% | 4,169 | $1.5M |
| Nicolet Bankshares Inc. | 0.06% | New | 4,063 | $1.5M |
| Fee-Only Financial Planning, L.C. | 0.91% | Reduce -2.4% | 4,100 | $1.5M |
| Belpointe Asset Management LLC | 0.05% | Add +19.3% | 4,069 | $1.5M |
| Flatrock Wealth Partners LLC | 0.67% | Add +19.3% | 4,057 | $1.5M |
| SCS Capital Management LLC | 0.02% | Add +0.1% | 4,053 | $1.5M |
| Balanced Rock Investment Advisors LLC | 1.04% | Add +3.2% | 4,052 | $1.5M |
| Nwam LLC | 0.08% | Reduce -43.6% | 4,011 | $1.5M |
| Procyon Advisors, LLC | 0.07% | Reduce -0.8% | 4,006 | $1.5M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -25.5% | 3,973 | $1.5M |
| Diversify Wealth Management, LLC | 0.03% | New | 17,341 | $1.5M |
| Oxbow Advisors, LLC | 0.12% | Add +0.1% | 3,924 | $1.4M |
| Betterment LLC | 0.00% | Add +14.8% | 3,914 | $1.4M |
| Liberty Wealth Management LLC | 0.18% | Add +0.9% | 3,881 | $1.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Add +38.3% | 3,871 | $1.4M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -1.4% | 3,855 | $1.4M |
| RFG Advisory, LLC | 0.03% | New | 3,817 | $1.4M |
| AlTi Global, Inc. | 0.03% | Reduce -0.3% | 3,812 | $1.4M |
| Worth Asset Management, LLC | 0.52% | Reduce -72.5% | 3,809 | $1.4M |
| LifePlan Financial, LLC | 1.03% | Reduce -3.8% | 3,796 | $1.4M |
| Simplicity Wealth,LLC | 0.08% | Add +87.3% | 3,792 | $1.4M |
| Investment Planning Advisors, Inc. | 0.38% | Reduce -0.7% | 3,785 | $1.4M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -2.1% | 3,778 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -61.4% | 3,751 | $1.4M |
| Mission Wealth Management, LP | 0.03% | Reduce -3.3% | 3,746 | $1.4M |
| Tme Financial, Inc. | 0.95% | Add +3.8% | 3,725 | $1.4M |
| Tempo Wealth, LLC | 0.24% | Reduce -9.1% | 3,714 | $1.4M |
| Rwa Wealth Partners, LLC | 0.01% | Add +1.1% | 3,711 | $1.4M |
| Jacobi Capital Management LLC | 0.08% | Add +4.3% | 3,701 | $1.4M |
| Florida Financial Advisors, LLC | 0.32% | Reduce -12.8% | 3,684 | $1.4M |
| Institute for Wealth Management, LLC. | 0.14% | Add +19.6% | 3,674 | $1.3M |
| American Trust | 0.12% | Reduce -6.4% | 3,637 | $1.3M |
| Parallel Advisors, LLC | 0.02% | Reduce -3.9% | 3,631 | $1.3M |
| Western Wealth Management, LLC | 0.05% | Add +75.2% | 6,206 | $1.3M |
| Choate Investment Advisors | 0.03% | No change | 3,598 | $1.3M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -35.6% | 3,591 | $1.3M |
| LifeSteps Financial, Inc. | 0.81% | Reduce -5.9% | 3,496 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +104.8% | 3,482 | $1.3M |
| Avestar Capital, LLC | 0.09% | No change | 3,450 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.08% | Add +326.9% | 3,432 | $1.3M |
| VSM Wealth Advisory, LLC | 0.38% | Add +16.8% | 3,428 | $1.3M |
| Perryman Financial Advisory Inc. | 0.19% | Reduce -0.7% | 3,428 | $1.3M |
| M3 Advisory Group, LLC | 0.78% | Add +1.1% | 3,423 | $1.3M |
| Midwest Trust Co | 0.02% | Reduce -0.8% | 3,413 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -1.3% | 3,393 | $1.2M |
| Fort Sheridan Advisors LLC | 0.15% | Reduce -3.8% | 3,379 | $1.2M |
| First Horizon Corp. | 0.05% | Reduce -0.4% | 3,369 | $1.2M |
| Csenge Advisory Group | 0.06% | Add +0.1% | 3,368 | $1.2M |
| Advisory Alpha, LLC | 0.03% | Add +97.8% | 3,363 | $1.2M |
| Capital Squared Financial LLC | 0.94% | Reduce -6.3% | 3,347 | $1.2M |
| Insight Advisors, LLC/ PA | 0.23% | Add +0.7% | 3,324 | $1.2M |
| PFG Advisors | 0.06% | Add +4.7% | 3,320 | $1.2M |
| Ethos Capital Management, Inc. | 1.04% | Reduce -21.5% | 3,294 | $1.2M |
| Adirondack Capital Advisors, LLC | 0.77% | No change | 3,271 | $1.2M |
| Kassira Wealth Management LLC | 1.10% | No change | 3,250 | $1.2M |
| Clearwater Capital Advisors, LLC | 0.09% | Add +2.4% | 3,191 | $1.2M |
| Hollencrest Capital Management | 0.04% | Reduce -7.3% | 3,170 | $1.2M |
| LongView Wealth Management | 0.29% | Reduce -5.9% | 2,877 | $1.2M |
| Echo Wealth Management, LLC | 0.66% | Reduce -11.7% | 3,138 | $1.2M |
| Nicholas Hoffman & Company, LLC. | 0.03% | No change | 3,108 | $1.1M |
| Graney & King, LLC | 0.61% | Add +81.5% | 3,069 | $1.1M |
| Legacy Wealth Managment, LLC | 0.56% | Add +7.3% | 3,058 | $1.1M |
| Crown Wealth Group, LLC | 0.33% | Reduce -5.1% | 3,035 | $1.1M |
| Citizens Financial Group Inc. | 0.02% | No change | 3,018 | $1.1M |
| Marin Bay Wealth Advisors, LLC | 0.66% | New | 3,006 | $1.1M |
| Detalus Advisors, LLC | 0.25% | No change | 2,991 | $1.1M |
| Client 1ST Advisory Group, LLC | 0.33% | No change | 2,936 | $1.1M |
| Brighton Jones LLC | 0.02% | New | 2,932 | $1.1M |
| CreativeOne Wealth, LLC | 0.02% | Add +13.8% | 2,906 | $1.1M |
| Pennington Partners & Co., LLC | 0.37% | Add +118.4% | 2,903 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.06% | Add +4.9% | 2,899 | $1.1M |
| Well Done, LLC | 0.16% | No change | 2,898 | $1.1M |
| Turtle Creek Wealth Advisors, LLC | 0.08% | Reduce -15.1% | 2,894 | $1.1M |
| Angeles Investment Advisors, LLC | 0.07% | Reduce -98.7% | 2,893 | $1.1M |
| Prosperity Consulting Group, LLC | 0.05% | No change | 2,837 | $1.0M |
| Essex Financial Services, Inc. | 0.06% | Reduce -4.4% | 2,813 | $1.0M |
| Retirement Guys Formula LLC | 0.47% | Add +6.3% | 2,809 | $1.0M |
| XTX Topco Ltd | 0.02% | Reduce -67.7% | 2,780 | $1.0M |
| Bessemer Group Inc. | 0.00% | No change | 2,719 | $999K |
| Koshinski Asset Management, Inc. | 0.06% | No change | 2,698 | $991K |
| Hartline Investment Corp./ | 0.11% | No change | 2,685 | $987K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +11.8% | 2,680 | $985K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.1% | 2,677 | $984K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 2,667 | $980K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -34.2% | 2,622 | $963K |
| Tudor Investment Corporation | 0.01% | New | 2,616 | $961K |
| Arkadios Wealth Advisors | 0.02% | Add +405.6% | 2,599 | $955K |
| Aspiriant, LLC | 0.03% | Reduce -9.9% | 2,597 | $954K |
| City State Bank | 0.25% | Add +13.1% | 2,597 | $954K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.84% | Add +0.0% | 2,541 | $934K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.5% | 2,510 | $922K |
| Richardson Financial Services Inc. | 0.58% | Reduce -3.0% | 2,508 | $922K |
| Diversified Trust Co. | 0.02% | Add +113.8% | 2,502 | $919K |
| Ridgepath Capital Management LLC | 0.46% | No change | 2,496 | $917K |
| Weaver Consulting Group | 0.22% | Reduce -2.9% | 2,492 | $916K |
| Pathstone Holdings, LLC | 0.00% | No change | 2,486 | $914K |
| Certuity, LLC | 0.06% | Add +0.0% | 2,484 | $913K |
| Heartwood Wealth Advisors LLC | 0.08% | Add +0.2% | 2,478 | $911K |
| Legacy Financial Advisors, Inc. | 0.13% | Reduce -7.2% | 2,473 | $909K |
| Wescott Financial Advisory Group, LLC | 0.08% | Add +0.0% | 2,468 | $907K |
| Americana Partners, LLC | 0.02% | No change | 2,467 | $906K |
| Quent Capital, LLC | 0.06% | Reduce -1.2% | 2,443 | $898K |
| Capital Investment Advisory Services, LLC | 0.07% | Reduce -0.8% | 2,436 | $895K |
| Private Wealth Group, LLC | 0.41% | No change | 2,418 | $888K |
| First Trust Advisors LP | 0.00% | No change | 2,412 | $886K |
| Ritholtz Wealth Management | 0.02% | Reduce -2.8% | 2,411 | $886K |
| Modern Wealth Management, LLC | 0.02% | Reduce -21.3% | 2,376 | $883K |
| Financial Management Network Inc. | 0.13% | No change | 2,253 | $870K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -0.4% | 2,346 | $862K |
| Squire Investment Management Company, LLC | 0.24% | No change | 2,325 | $854K |
| CENTRAL TRUST Co | 0.02% | Reduce -11.8% | 2,324 | $854K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.4% | 2,314 | $850K |
| Pinion Investment Advisors, LLC | 0.20% | Add +3.4% | 2,311 | $849K |
| Parsons Capital Management Inc. | 0.04% | Reduce -12.0% | 2,301 | $845K |
| Prestige Wealth Management Group LLC | 0.17% | Reduce -10.2% | 2,300 | $845K |
| Key Capital Management, INC | 0.55% | Reduce -1.2% | 2,282 | $838K |
| Mars Jewett Financial Group, Inc. | 0.26% | New | 2,266 | $833K |
| Capital Investment Counsel, LLC | 0.11% | Reduce -25.0% | 2,255 | $829K |
| Summit Financial, LLC | 0.01% | Add +131.5% | 2,239 | $823K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.7% | 2,223 | $817K |
| Rolek Wealth Management LLC | 0.58% | Add +0.1% | 2,218 | $815K |
| Avalon Trust Co | 0.06% | Reduce -9.6% | 2,216 | $814K |
| Cary Street Partners Financial LLC | 0.02% | Add +2.8% | 2,204 | $810K |
| Atwood & Palmer Inc. | 0.05% | New | 2,201 | $809K |
| National Wealth Management Group, LLC | 0.30% | Reduce -14.6% | 2,199 | $808K |
| Wagner Wealth Management, LLC | 0.16% | Add +1.7% | 2,196 | $807K |
| Guardian Capital, LLC | 0.77% | Reduce -13.8% | 2,194 | $806K |
| McAdam, LLC | 0.04% | Add +21.6% | 2,192 | $806K |
| Vise Technologies, Inc. | 0.02% | No change | 1,943 | $802K |
| FF Advisors,LLC | 0.32% | Add +400.0% | 9,530 | $790K |
| Summit Investment Advisory Services, LLC | 0.29% | Reduce -2.5% | 2,122 | $780K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -82.7% | 2,113 | $776K |
| Focus Financial Network, Inc. | 0.03% | Reduce -14.7% | 2,097 | $771K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -6.8% | 2,095 | $770K |
| BlackRock, Inc. | 0.00% | Add +54.8% | 2,043 | $751K |
| Colton Groome Financial Advisors, LLC | 0.21% | Add +1.4% | 2,038 | $749K |
| Accel Wealth Management | 0.19% | Add +7.4% | 2,028 | $745K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -1.4% | 2,026 | $744K |
| Vontobel Holding Ltd. | 0.00% | Reduce -32.5% | 2,010 | $739K |
| DiPaolo Financial Group, Inc. | 0.54% | Add +0.1% | 2,008 | $738K |
| Aprio Wealth Management, LLC | 0.04% | Add +118.0% | 1,999 | $735K |
| Centurion Wealth Management LLC | 0.16% | Reduce -0.7% | 1,974 | $725K |
| Bestgate Wealth Advisors, LLC | 1.31% | No change | 1,971 | $724K |
| Integrated Advisors Network LLC | 0.04% | Reduce -48.4% | 1,959 | $720K |
| Cornerstone Wealth Group, LLC | 0.05% | New | 8,685 | $715K |
| Quadrant Private Wealth Management, LLC | 0.11% | New | 1,930 | $709K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -22.5% | 1,914 | $703K |
| Beaumont Financial Advisors, LLC | 0.05% | Add +3.3% | 1,900 | $698K |
| Catalyst Financial Partners LLC | 0.08% | New | 1,895 | $696K |
| FAS Wealth Partners, Inc. | 0.04% | No change | 1,895 | $696K |
| HBW Advisory Services LLC | 0.07% | Add +6.8% | 1,886 | $693K |
| Balefire, LLC | 0.13% | Add +3.5% | 1,881 | $691K |
| Serenus Wealth Advisors, LLC | 0.14% | Reduce -2.5% | 1,873 | $688K |
| PFG Investments, LLC | 0.03% | Add +12.5% | 1,854 | $681K |
| Aurora Private Wealth, Inc. | 0.48% | No change | 1,640 | $677K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -3.7% | 1,834 | $674K |
| Buttonwood Financial Advisors Inc. | 0.23% | Reduce -6.3% | 1,833 | $673K |
| CVA Family Office, LLC | 0.07% | Add +0.1% | 1,824 | $670K |
| Acorn Financial Advisory Services Inc. | 0.09% | Reduce -1.4% | 1,807 | $664K |
| Bank of Montreal | 0.00% | Reduce -14.8% | 1,792 | $659K |
| Westmount Partners, LLC | 0.16% | Reduce -0.5% | 1,785 | $656K |
| Fortis Capital Advisors, LLC | 0.09% | Add +1.4% | 1,780 | $654K |
| Asempa Wealth Advisors | 0.57% | Add +1.9% | 1,759 | $654K |
| Synergy Investment Management, LLC | 0.21% | Reduce -6.1% | 1,776 | $653K |
| W1M Asset Management Ltd | 0.01% | Add +1.7% | 1,775 | $652K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -34.9% | 1,775 | $652K |
| White Lighthouse Investment Management Inc. | 0.09% | No change | 1,763 | $648K |
| Rodgers & Associates, LTD | 0.07% | Reduce -0.8% | 1,748 | $642K |
| Zinnia Wealth Advisory, LLC | 0.72% | No change | 1,747 | $642K |
| Wealth Management Nebraska | 0.06% | Add +18.9% | 1,740 | $640K |
| Independent Solutions Wealth Management, LLC | 0.09% | New | 1,734 | $637K |
| Retirement Income Solutions, Inc. | 0.11% | No change | 1,723 | $633K |
| Latitude Advisors, LLC | 0.29% | Reduce -2.8% | 1,718 | $631K |
| United Advisor Group, LLC | 0.08% | Reduce -5.8% | 1,716 | $630K |
| AA Financial Advisors, LLC | 0.09% | Add +1.8% | 1,711 | $629K |
| LS Investment Advisors, LLC | 0.09% | Reduce -3.9% | 1,710 | $628K |
| Dover Advisors, LLC | 0.26% | Reduce -8.8% | 1,708 | $628K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +1.7% | 1,707 | $627K |
| Bailard, Inc. | 0.01% | No change | 1,700 | $625K |
| Private Trust Co. NA | 0.06% | Reduce -1.2% | 1,685 | $619K |
| Legacy Advisory Services, LLC | 0.47% | Add +6.4% | 1,682 | $618K |
| Empower Advisory Group, LLC | 0.00% | Reduce -38.5% | 1,660 | $610K |
| Lakeshore Financial Planning, Inc. | 0.22% | Add +8.1% | 1,657 | $609K |
| Measured Wealth Private Client Group, LLC | 0.17% | No change | 1,650 | $606K |
| Optivise Advisory Services LLC | 0.36% | Reduce -3.9% | 1,625 | $597K |
| Wellington-Altus USA Inc. | 0.35% | Add +609.1% | 6,765 | $595K |
| JGP Wealth Management, LLC | 0.06% | No change | 1,609 | $591K |
| Stonebridge Financial Planning Group, LLC | 0.22% | Reduce -5.3% | 1,607 | $590K |
| MPWM Advisory Solutions, LLC | 0.31% | No change | 1,606 | $590K |
| Regions Financial Corp. | 0.00% | Reduce -1.2% | 1,599 | $588K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 1,594 | $586K |
| David Kennon Inc | 0.21% | Reduce -0.8% | 1,591 | $585K |
| Pacific Point Advisors, LLC | 0.31% | Add +3.3% | 1,576 | $579K |
| Mfa Wealth Advisors, LLC | 0.11% | Reduce -4.4% | 1,572 | $578K |
| Berkshire Asset Management LLC | 0.02% | No change | 1,572 | $578K |
| Qube Research & Technologies Ltd | 0.00% | Add +46.5% | 1,567 | $576K |
| Smith, Moore & Co. | 0.04% | Reduce -8.6% | 1,561 | $574K |
| Traphagen Investment Advisors LLC | 0.05% | No change | 1,554 | $571K |
| Canvas Wealth Advisors, LLC | 0.10% | Add +13.3% | 1,545 | $568K |
| CVFG LLC | 0.07% | Add +8.6% | 1,537 | $565K |
| Commerce Bank | 0.00% | Add +21.4% | 1,537 | $565K |
| Carroll Investors, Inc | 0.30% | Add +411.2% | 7,668 | $564K |
| Roundview Capital LLC | 0.03% | No change | 1,522 | $559K |
| Gotham Asset Management | 0.00% | Add +10.6% | 1,514 | $556K |
| Cynosure Group, LLC | 0.07% | No change | 1,513 | $556K |
| Baker Avenue Asset Management, LP | 0.01% | Add +14.4% | 1,505 | $553K |
| Cozad Asset Management Inc. | 0.04% | No change | 1,498 | $550K |
| Heritage Investment Group, Inc. | 0.08% | Reduce -6.9% | 1,497 | $550K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 1,487 | $546K |
| Matthew Goff Investment Advisor, LLC | 0.09% | New | 1,483 | $545K |
| Financial Freedom, LLC | 0.27% | Add +8.1% | 1,477 | $543K |
| Sage Investment Advisers LLC | 0.40% | Reduce -12.0% | 1,455 | $541K |
| Embree Financial Group | 0.06% | Reduce -3.1% | 1,469 | $540K |
| Regal Investment Advisors LLC | 0.03% | Reduce -74.5% | 1,460 | $537K |
| ICONIQ Capital, LLC | 0.01% | No change | 1,459 | $536K |
| Mitchell McLeod Pugh & Williams Inc. | 0.08% | Reduce -16.8% | 1,453 | $534K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 1,452 | $534K |
| Capstone Wealth Management Group LLC | 0.33% | Reduce -21.1% | 1,451 | $533K |
| New England Private Wealth Advisors LLC | 0.06% | Add +0.1% | 1,440 | $529K |
| Rossby Financial, LCC | 0.11% | Add +323.9% | 1,420 | $528K |
| Quotient Wealth Partners, LLC | 0.01% | Add +0.1% | 1,426 | $524K |
| Oppenheimer & Co. Inc. | 0.01% | Add +4.4% | 1,420 | $522K |
| Sterling Investment Counsel, LLC | 0.15% | Add +44.8% | 1,418 | $521K |
| Resurgent Financial Advisors LLC | 0.19% | Reduce -11.9% | 1,415 | $520K |
| Beacon Financial Advisory LLC | 0.12% | Add +0.1% | 1,413 | $519K |
| Platform Technology Partners | 0.10% | Add +1.4% | 1,411 | $518K |
| Private Client Services, LLC | 0.15% | No change | 1,406 | $517K |
| Simmons Bank | 0.03% | No change | 1,400 | $514K |
| RDA Financial Network | 0.13% | No change | 1,399 | $514K |
| Bell Bank | 0.02% | Add +5.5% | 1,381 | $507K |
| Entrust Financial LLC | 0.35% | Reduce -4.4% | 1,358 | $499K |
| Pitcairn Wealth Advisors LLC | 0.05% | No change | 1,201 | $496K |
| Rothschild Wealth LLC | 0.04% | No change | 1,348 | $495K |
| BCO Wealth Management LLC | 0.30% | Reduce -6.4% | 1,347 | $495K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -2.0% | 1,347 | $495K |
| Prudent Man Investment Management, Inc. | 0.17% | No change | 1,198 | $494K |
| Principle Wealth Partners LLC | 0.03% | Add +0.1% | 1,340 | $492K |
| Fairscale Capital, LLC | 0.34% | Add +9.1% | 1,339 | $492K |
| Mindset Wealth Management, LLC | 0.13% | No change | 1,330 | $489K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.4% | 1,326 | $487K |
| Fortis Group Advisors, LLC | 0.08% | Add +160.7% | 5,793 | $487K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -27.9% | 1,321 | $485K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1730.0% | 1,281 | $475K |
| CWC Advisors, LLC. | 0.23% | No change | 1,288 | $473K |
| Cloud Capital Management, LLC | 0.21% | Add +11.2% | 1,289 | $473K |
| LWM Advisors Inc. | 0.41% | Add +0.1% | 1,280 | $470K |
| Clear Creek Financial Management, LLC | 0.04% | Add +23.3% | 1,276 | $469K |
| Howe & Rusling Inc. | 0.03% | Add +0.1% | 1,265 | $465K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.2% | 1,259 | $463K |
| Jackson Square Capital, LLC | 0.10% | No change | 1,252 | $460K |
| Apella Capital, LLC | 0.01% | Add +71.2% | 1,104 | $459K |
| Provenance Wealth Advisors, LLC | 0.05% | Add +26.8% | 1,246 | $458K |
| First Affirmative Financial Network | 0.18% | — | 1,243 | $457K |
| Brown Wealth Management, LLC | 0.12% | Reduce -0.2% | 1,241 | $456K |
| SOA Wealth Advisors, LLC. | 0.09% | Reduce -10.9% | 1,237 | $454K |
| Keb Asset Management, LLC | 0.09% | No change | 1,235 | $454K |
| Oarsman Capital, Inc. | 0.06% | Add +2.1% | 1,223 | $449K |
| Hazlett, Burt & Watson, Inc. | 0.14% | Reduce -0.7% | 1,221 | $449K |
| Xcelsior Advisor Partners LLC | 0.17% | Add +7.5% | 1,218 | $448K |
| Perennial Investment Advisors, LLC | 0.04% | Add +16.4% | 1,215 | $446K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.3% | 1,211 | $445K |
| Waters Parkerson & Co., LLC | 0.02% | Add +0.1% | 1,207 | $444K |
| Icon Wealth Advisors, LLC | 0.03% | Add +400.2% | 5,227 | $437K |
| Cape Investment Advisory, Inc. | 0.15% | Reduce -17.6% | 1,188 | $437K |
| Pettyjohn, Wood & White, Inc. | 0.07% | No change | 1,187 | $436K |
| Castle Rock Wealth Management, LLC | 0.09% | No change | 1,170 | $435K |
| ProVise Management Group, LLC | 0.03% | Reduce -0.2% | 1,184 | $435K |
| Centennial Advisors, LLC | 0.55% | Reduce -2.2% | 1,180 | $434K |
| Trevian Wealth Management LLC | 0.21% | No change | 1,170 | $430K |
| Live Oak Investment Partners | 0.25% | Add +1.7% | 1,169 | $430K |
| Marathon Mission, Inc. | 0.25% | No change | 1,168 | $429K |
| Greenspring Advisors, LLC | 0.03% | Reduce -33.6% | 1,154 | $424K |
| National Bank of Canada | 0.00% | Reduce -1.6% | 1,153 | $424K |
| Birch Hill Investment Advisors LLC | 0.02% | No change | 1,151 | $423K |
| Hubbell Strickland Wealth Management, LLC | 0.17% | Add +2.7% | 1,147 | $421K |
| Total Clarity Wealth Management, Inc. | 0.10% | No change | 1,143 | $420K |
| Shepherd Financial Partners LLC | 0.04% | Add +7.5% | 1,139 | $419K |
| Hughes Financial Services, LLC | 0.06% | No change | 1,137 | $418K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +31.7% | 5,667 | $416K |
| JB Capital LLC | 0.02% | Add +83.5% | 1,127 | $414K |
| SpringVest Wealth Management LLC | 0.28% | No change | 1,125 | $413K |
| Peak Retirement Planning, Inc. | 0.08% | Reduce -10.9% | 1,109 | $407K |
| Alliancebernstein L.P. | 0.00% | Reduce -1.6% | 982 | $405K |
| Dahring | Cusmano LLC | 0.25% | Reduce -5.6% | 1,095 | $402K |
| Advisors Capital Management, LLC | 0.00% | Add +15.4% | 1,094 | $402K |
| Waldron Private Wealth LLC | 0.02% | No change | 1,094 | $402K |
| NorthRock Partners, LLC | 0.01% | Add +326.1% | 5,394 | $396K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -4.5% | 1,078 | $396K |
| CGN Advisors LLC | 0.03% | Add +0.9% | 1,072 | $394K |
| FSC Wealth Advisors, LLC | 7.52% | Reduce -84.7% | 1,072 | $394K |
| Intellus Advisors LLC | 0.05% | Reduce -5.4% | 1,064 | $391K |
| Sfm, LLC | 0.24% | No change | 1,059 | $389K |
| Landaas & Co. /Wi | 0.09% | Add +20.6% | 1,059 | $389K |
| M&T Bank Corp | 0.00% | Add +42.7% | 1,059 | $389K |
| Comprehensive Financial Planning, Inc. | 0.27% | Add +0.1% | 1,052 | $387K |
| Eclectic Associates Inc. | 0.05% | Reduce -34.0% | 1,047 | $385K |
| Franklin Resources Inc. | 0.00% | Reduce -10.8% | 1,043 | $383K |
| Endeavor Private Wealth, Inc. | 0.11% | No change | 1,041 | $383K |
| Certified Advisory Corp | 0.03% | No change | 1,040 | $382K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 925 | $382K |
| Glenview Trust Co | 0.01% | No change | 1,036 | $381K |
| OxenFree Capital LLC | 0.18% | Reduce -7.9% | 930 | $380K |
| Haverford Trust Co | 0.00% | No change | 1,035 | $380K |
| UMB Bank, n.a. | 0.01% | Reduce -1.6% | 1,034 | $380K |
| Natural Investments, LLC | 0.09% | No change | 1,032 | $379K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -88.5% | 1,031 | $379K |
| Planning Directions Inc. | 0.19% | Add +15.7% | 1,031 | $379K |
| Monument Group Wealth Advisors, LLC | 0.21% | No change | 1,022 | $376K |
| Strategic Blueprint, LLC | 0.02% | Add +0.6% | 1,018 | $374K |
| Monograph Wealth Advisors, LLC | 0.04% | Reduce -16.3% | 1,017 | $374K |
| Moneywise, Inc. | 0.16% | New | 1,016 | $373K |
| Sage Mountain Advisors LLC | 0.03% | Reduce -70.4% | 1,016 | $373K |
| Trexquant Investment LP | 0.00% | Add +25.7% | 1,013 | $372K |
| Lauterbach Financial Advisors, LLC | 0.18% | Add +0.1% | 1,011 | $372K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +3.8% | 1,010 | $371K |
| Wealth Group Ltd | 0.08% | Reduce -5.6% | 1,005 | $369K |
| Anchor Capital Advisors LLC | 0.01% | New | 1,000 | $367K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +0.1% | 996 | $366K |
| Simon Quick Advisors, LLC | 0.02% | No change | 995 | $366K |
| XML Financial, LLC | 0.03% | Add +0.1% | 983 | $361K |
| Retireful, LLC | 0.51% | Add +13.4% | 939 | $361K |
| GSG Advisors LLC | 0.09% | No change | 981 | $360K |
| Aspen Wealth Management LLC | 0.07% | No change | 977 | $359K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 978 | $359K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -86.8% | 964 | $354K |
| Two Sigma Securities, LLC | 0.04% | New | 963 | $354K |
| Mitchell Capital Management Co. | 0.06% | No change | 957 | $352K |
| MWA Asset Management | 0.19% | Reduce -5.7% | 952 | $350K |
| First Financial Bankshares Inc | 0.01% | No change | 953 | $350K |
| Leeward Financial Partners, LLC | 0.10% | No change | 946 | $348K |
| Laurel Oak Wealth Management, LLC | 0.06% | Reduce -8.5% | 946 | $348K |
| Sequent Planning LLC | 0.08% | Add +0.4% | 941 | $346K |
| Fusion Capital, LLC | 0.09% | Reduce -30.9% | 929 | $342K |
| Dunhill Financial, LLC | 0.08% | Add +9.7% | 929 | $341K |
| Wealthstar Advisors, LLC | 0.20% | No change | 927 | $341K |
| Brio Consultants, LLC | 0.04% | New | 3,986 | $340K |
| Morton Capital Management LLC | 0.05% | Add +21.8% | 923 | $339K |
| Stonebridge Financial Group, LLC | 0.03% | No change | 923 | $339K |
| BCS Wealth Management | 0.07% | Reduce -48.7% | 920 | $338K |
| St Germain D J Co. Inc. | 0.01% | No change | 918 | $337K |
| Barnett & Company, Inc. | 0.26% | Add +0.7% | 911 | $335K |
| TFR Capital, LLC. | 0.10% | Reduce -5.3% | 910 | $334K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -17.0% | 899 | $330K |
| AMG National Trust Bank | 0.01% | Add +7.8% | 895 | $329K |
| Composition Wealth, LLC | 0.00% | Reduce -0.1% | 893 | $328K |
| Guidance Capital, Inc. | 0.07% | Add +400.9% | 3,842 | $327K |
| PGIM Custom Harvest LLC | 0.01% | No change | 880 | $323K |
| Root Financial Partners, LLC | 0.01% | Reduce -1.7% | 880 | $323K |
| Richmond Investment Services, LLC | 0.05% | Reduce -2.8% | 875 | $322K |
| Clarion Wealth Managment Partners, LLC | 0.29% | Reduce -2.8% | 867 | $319K |
| S.A. Mason LLC | 0.12% | No change | 864 | $317K |
| Palisade Asset Management, LLC | 0.03% | No change | 860 | $316K |
| Anchor Investment Management, LLC | 0.03% | Reduce -0.9% | 860 | $316K |
| GeoWealth Management, LLC | 0.01% | Reduce -37.0% | 857 | $315K |
| Rf&l Wealth Management, LLC | 0.24% | No change | 855 | $314K |
| Mason & Associates, LLC | 0.07% | No change | 855 | $314K |
| Spectrum Planning & Advisory Services Inc. | 0.15% | No change | 848 | $312K |
| Bouchey Financial Group, Ltd. | 0.02% | Add +0.9% | 804 | $310K |
| 180 Wealth Advisors, LLC | 0.03% | No change | 831 | $305K |
| JMG Financial Group, Ltd. | 0.01% | No change | 826 | $304K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 825 | $303K |
| IMC-Chicago, LLC | 0.00% | New | 816 | $300K |
| Peachtree Investment Partners, LLC | 0.11% | No change | 814 | $299K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 813 | $299K |
| Titleist Asset Management, LLC | 0.02% | Reduce -3.1% | 812 | $298K |
| Caprock Group, LLC | 0.01% | Add +40.4% | 810 | $298K |
| QRG Capital Management, Inc. | 0.00% | Reduce -15.4% | 810 | $298K |
| Venture Visionary Partners LLC | 0.01% | No change | 806 | $296K |
| Provident Wealth Management, LLC | 0.09% | No change | 804 | $295K |
| Piedmont Capital Management, LLC | 0.15% | No change | 792 | $295K |
| Financial Alternatives, Inc | 0.16% | No change | 803 | $295K |
| Mystic Asset Management, Inc. | 0.07% | No change | 800 | $294K |
| Lloyd Advisory Services, LLC. | 0.08% | Add +42.9% | 799 | $294K |
| Kingdom Financial Group LLC. | 0.08% | Reduce -7.1% | 799 | $294K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.07% | Reduce -11.2% | 795 | $292K |
| DAVENPORT & Co LLC | 0.00% | No change | 792 | $291K |
| Tulsa Wealth Advisors, INC | 0.05% | New | 791 | $291K |
| Channel Wealth LLC | 0.07% | Reduce -8.1% | 787 | $289K |
| Keystone Wealth Services, LLC | 0.06% | Add +9.2% | 787 | $289K |
| Stratos Wealth Advisors, LLC | 0.02% | No change | 785 | $288K |
| Bridgewater Advisors Inc. | 0.02% | Add +400.0% | 3,250 | $288K |
| Blom & Howell Financial Planning, Inc. | 0.28% | Add +0.3% | 783 | $288K |
| Davidson Trust Co. | 0.12% | No change | 780 | $287K |
| Davidson Investment Advisors | 0.01% | No change | 780 | $287K |
| Swisher Financial Concepts, Inc. | 0.16% | Add +0.4% | 779 | $286K |
| Global Trust Asset Management, LLC | 0.11% | Reduce -17.5% | 779 | $286K |
| MidFirst Bank | 0.02% | No change | 776 | $285K |
| Busey Bank | 0.01% | Reduce -0.5% | 773 | $284K |
| Retirement Planning Group, LLC | 0.01% | Reduce -2.0% | 770 | $283K |
| Welch Group, LLC | 0.01% | Reduce -6.0% | 769 | $283K |
| Benjamin Edwards Inc. | 0.00% | No change | 768 | $282K |
| CPC Advisors, LLC | 0.05% | No change | 766 | $281K |
| Sollinda Capital Management LLC | 0.07% | Reduce -83.9% | 764 | $281K |
| Sunburst Financial Group, LLC | 0.05% | Reduce -2.2% | 763 | $280K |
| Plus Group Wealth Advisors LLC | 0.31% | No change | 763 | $280K |
| Key Financial Inc | 0.05% | No change | 753 | $277K |
| ARS Wealth Advisors Group, LLC | 0.02% | Add +0.1% | 747 | $274K |
| Sunbelt Securities, Inc. | 0.02% | No change | 745 | $274K |
| Manchester Financial Inc. | 0.05% | Reduce -5.9% | 745 | $274K |
| HM Payson & Co. | 0.00% | Add +4.7% | 736 | $270K |
| SC&H Financial Advisors, Inc. | 0.04% | Reduce -9.7% | 736 | $270K |
| FreeGulliver LLC | 0.11% | No change | 734 | $270K |
| Allied Investment Advisors, LLC | 0.04% | No change | 734 | $270K |
| KERR FINANCIAL PLANNING Corp | 0.19% | Add +391.9% | 3,202 | $267K |
| Freestone Capital Holdings, LLC | 0.01% | New | 723 | $266K |
| Integrity Advisory Solutions, LLC | 0.03% | Add +26.9% | 717 | $264K |
| Acute Investment Advisory, LLC | 2.95% | New | 716 | $263K |
| Ridgewood Investments LLC | 0.11% | — | 713 | $262K |
| Pathfinder Wealth Consulting, Inc. | 0.17% | Add +0.1% | 713 | $262K |
| Greenleaf Trust | 0.00% | Add +1.9% | 706 | $259K |
| NFC Investments, LLC | 0.07% | No change | 704 | $259K |
| Range Advisory, LLC | 0.05% | New | 702 | $258K |
| Sei Investments Co. | 0.00% | New | 698 | $256K |
| Fortress Private Ledger, LLC | 0.08% | New | 698 | $256K |
| Trilogy Capital Inc. | 0.01% | Reduce -6.1% | 690 | $254K |
| Gradient Investments LLC | 0.00% | Reduce -19.8% | 686 | $252K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.1% | 682 | $250K |
| Zacks Investment Management | 0.00% | Reduce -50.5% | 673 | $247K |
| Kaydan Wealth Management, Inc. | 0.08% | Reduce -0.8% | 663 | $244K |
| Maia Wealth LLC | 0.04% | Reduce -15.9% | 659 | $242K |
| Seven Springs Wealth Group, LLC | 0.06% | No change | 657 | $241K |
| Guardian Financial Partners, LLC | 0.10% | No change | 656 | $241K |
| Saiph Capital, LLC | 0.09% | No change | 655 | $241K |
| Legacy Private Trust Co. | 0.01% | No change | 655 | $241K |
| Barclays PLC | 0.00% | No change | 655 | $241K |
| Emissary Wealth LLC | 0.22% | No change | 652 | $240K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -6.0% | 644 | $239K |
| Liberty Square Wealth Partners LLC | 0.07% | No change | 648 | $238K |
| Ballast, Inc. | 0.05% | No change | 646 | $237K |
| Foguth Wealth Management, LLC. | 0.03% | New | 2,597 | $237K |
| Hohimer Wealth Management, LLC | 0.03% | No change | 643 | $236K |
| German American Bancorp, Inc. | 0.02% | No change | 642 | $236K |
| Steffes Financial, Ltd. | 0.12% | Add +0.3% | 635 | $233K |
| Calamos Wealth Management LLC | 0.01% | No change | 635 | $233K |
| Calamos Advisors LLC | 0.00% | New | 635 | $233K |
| Hansen & Associates Financial Group, Inc. | 0.12% | Reduce -3.0% | 619 | $230K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 625 | $230K |
| Intrua Financial, LLC | 0.02% | Reduce -47.0% | 623 | $229K |
| First Pacific Financial | 0.03% | Add +0.2% | 622 | $228K |
| Ponta Wealth Partners, LLC | 0.18% | No change | 621 | $228K |
| One Wealth Management Investment & Advisory Services, LLC | 0.27% | No change | 616 | $226K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 616 | $226K |
| Invesco Ltd. | 0.00% | Reduce -27.1% | 610 | $224K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +7.2% | 610 | $224K |
| KCM Investment Advisors LLC | 0.01% | No change | 609 | $224K |
| Evergreen Capital Management LLC | 0.00% | Add +3.6% | 609 | $224K |
| LFG Wealth Partners, LLC | 0.13% | No change | 602 | $221K |
| IFS Group,LLC | 0.20% | — | 600 | $220K |
| Copia Wealth Management | 0.15% | Reduce -24.8% | 600 | $220K |
| SHP Wealth Management | 0.02% | No change | 598 | $220K |
| Orin Green Financial, LLC | 0.09% | No change | 597 | $219K |
| Calton & Associates, Inc. | 0.03% | Reduce -79.2% | 596 | $219K |
| Smithfield Trust Co | 0.01% | No change | 592 | $218K |
| Shearwater Capital LLC | 0.11% | New | 592 | $218K |
| Crestwood Advisors Group, LLC | 0.00% | New | 590 | $217K |
| Financial Advisors Network, Inc. | 0.03% | Reduce -1.7% | 590 | $217K |
| OneAscent Financial Services LLC | 0.01% | Reduce -19.9% | 589 | $216K |
| Ameriflex Group, Inc. | 0.11% | No change | 586 | $215K |
| Yarger Wealth Strategies, LLC | 0.09% | No change | 581 | $214K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -0.2% | 577 | $212K |
| Prosperity Financial Group, Inc. | 0.08% | No change | 573 | $211K |
| Virtus Family Office LLC | 0.18% | No change | 569 | $209K |
| Synergy Asset Management, LLC | 0.02% | Reduce -21.3% | 565 | $208K |
| Teamwork Financial Advisors, LLC | 0.02% | Reduce -0.5% | 565 | $208K |
| Wedmont Private Capital | 0.01% | Reduce -54.8% | 533 | $205K |
| Madison Park Capital Advisors, LLC | 0.16% | New | 555 | $204K |
| Advisortrust Partners, LLC | 0.08% | New | 552 | $203K |
| Monetary Management Group Inc. | 0.05% | No change | 550 | $202K |
| Annex Advisory Services, LLC | 0.00% | No change | 548 | $201K |
| Chicago Partners Investment Group LLC | 0.00% | New | 2,393 | $201K |
| Connecticut Wealth Management, LLC | 0.01% | New | 546 | $201K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -16.0% | 525 | $195K |
| Orion Capital Management LLC | 0.07% | Add +0.2% | 530 | $195K |
| Quadrant Capital Group LLC | 0.01% | No change | 495 | $182K |
| Investors Research Corp | 0.03% | No change | 472 | $173K |
| Merkkuri Wealth Advisors LLC | 0.11% | New | 447 | $164K |
| Vision Retirement, LLC | 0.05% | No change | 445 | $164K |
| NBT Bank, N.A. | 0.01% | Add +6.8% | 441 | $162K |
| International Assets Investment Management, LLC | 0.01% | Add +1.4% | 426 | $158K |
| Harbor Investment Advisory, LLC | 0.01% | New | 425 | $156K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | Reduce -27.9% | 414 | $152K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 411 | $151K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 399 | $147K |
| Capital Analysts, LLC | 0.00% | No change | 354 | $130K |
| Addison Advisors LLC | 0.03% | Add +23.0% | 348 | $128K |
| Activest Wealth Management | 0.02% | No change | 338 | $124K |
| Financial Consulate, Inc. | 0.02% | No change | 337 | $124K |
| Elevated Capital Advisors, LLC | 0.03% | No change | 331 | $122K |
| TopTier Wealth Management, LLC | 0.07% | New | 322 | $118K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +400.0% | 1,375 | $116K |
| Atlantic Union Bankshares Corp | 0.00% | Add +142.5% | 308 | $113K |
| Vestor Capital, LLC | 0.01% | Add +65.6% | 303 | $111K |
| Evermay Wealth Management LLC | 0.01% | No change | 300 | $110K |
| Lanark Financial, Inc. | 0.01% | No change | 290 | $107K |
| Signature Equity Partners, LLC | 0.06% | Reduce -7.1% | 287 | $105K |
| Keating Financial Advisory Services, Inc. | 0.02% | No change | 283 | $104K |
| Natixis | 0.00% | Reduce -21.1% | 281 | $101K |
| Pittenger & Anderson Inc. | 0.00% | No change | 275 | $101K |
| Align Financial, LLC | 0.06% | Reduce -99.8% | 270 | $99K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -27.9% | 279 | $99K |
| Strategic Wealth Advisors LLC | 0.08% | No change | 260 | $95K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -53.4% | 258 | $95K |
| Chesapeake Asset Management LLC | 0.07% | No change | 250 | $92K |
| SouthState Bank Corp | 0.00% | No change | 250 | $92K |
| Signature Resources Capital Management, LLC | 0.04% | Add +1.8% | 221 | $81K |
| Wellington Grp LLC | 0.02% | No change | 220 | $81K |
| Truvestments Capital LLC | 0.01% | No change | 220 | $81K |
| Tucker Asset Management LLC | 0.02% | Add +34.6% | 214 | $79K |
| Basepoint Wealth LLC | 0.04% | New | 208 | $76K |
| Bogart Wealth, LLC | 0.00% | No change | 205 | $75K |
| Signaturefd, LLC | 0.00% | Add +45.0% | 203 | $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 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -27.6% | 197 | $72K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -17.2% | 192 | $70K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 185 | $68K |
| Cornerstone Planning Group LLC | 0.01% | Add +184.5% | 791 | $67K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | No change | 180 | $66K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 177 | $65K |
| Quantbot Technologies LP | 0.00% | New | 176 | $65K |
| First Community Trust NA | 0.05% | No change | 175 | $64K |
| MBM Wealth Consultants, LLC | 0.01% | New | 175 | $64K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 173 | $64K |
| North Star Investment Management Corp. | 0.00% | Add +0.6% | 172 | $63K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 171 | $63K |
| Bay Harbor Wealth Management, LLC | 0.02% | Add +33.3% | 168 | $62K |
| Winch Advisory Services, LLC | 0.01% | No change | 167 | $61K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 150 | $55K |
| MV Capital Management, Inc. | 0.01% | Reduce -21.9% | 150 | $55K |
| Valued Wealth Advisors LLC | 0.02% | No change | 134 | $49K |
| Rice Partnership, LLC | 0.01% | No change | 129 | $48K |
| Sankala Group LLC | 0.04% | Add +116.7% | 130 | $47K |
| Cardiff Park Advisors, LLC | 0.00% | New | 126 | $46K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Reduce -13.2% | 125 | $46K |
| Dynamic Wealth Strategies, LLC | 0.03% | No change | 121 | $44K |
| MTM Investment Management, LLC | 0.01% | No change | 120 | $44K |
| EFG International AG | 0.00% | New | 120 | $44K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 117 | $43K |
| Aventura Private Wealth, LLC | 0.02% | Add +74.6% | 117 | $43K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +9.6% | 114 | $42K |
| Eastern Bank | 0.00% | Reduce -80.4% | 108 | $40K |
| Leo H. Evart, Inc. | 0.03% | — | 106 | $39K |
| Wall Street Financial Group, Inc. | 0.02% | New | 101 | $37K |
| Rothschild Investment LLC | 0.00% | No change | 100 | $37K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 100 | $37K |
| NFSG Corp | 0.01% | No change | 99 | $36K |
| Ancora Advisors LLC | 0.00% | Add +45.5% | 96 | $35K |
| Seneschal Advisors, LLC | 0.03% | No change | 96 | $35K |
| McIlrath & Eck, LLC | 0.00% | No change | 94 | $35K |
| Clearstead Advisors, LLC | 0.00% | Reduce -5.2% | 92 | $34K |
| CDKV Holdings LLC | 0.03% | No change | 81 | $30K |
| Hantz Financial Services, Inc. | 0.00% | Add +550.0% | 78 | $29K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -25.2% | 77 | $28K |
| Hoey Investments, Inc. | 0.00% | New | 77 | $28K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 75 | $28K |
| Go Invest LLC | 0.01% | No change | 72 | $27K |
| Noble Wealth Management PBC | 0.01% | No change | 70 | $26K |
| Investment Counsel Co. of Nevada | 0.06% | New | 69 | $25K |
| Triumph Capital Management | 0.01% | Add +191.3% | 67 | $25K |
| Scarborough Advisors, LLC | 0.00% | New | 63 | $23K |
| WFA of San Diego, LLC | 0.02% | No change | 63 | $23K |
| Tompkins Financial Corp. | 0.00% | New | 63 | $23K |
| 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 |
| New Republic Capital, LLC | 0.01% | No change | 56 | $21K |
| Mascoma Wealth Management LLC | 0.00% | No change | 56 | $21K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 55 | $20K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 54 | $20K |
| IAG Wealth Partners, LLC | 0.00% | New | 52 | $19K |
| Ascentis Independent Advisors | 0.00% | New | 52 | $19K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 50 | $18K |
| Field & Main Bank | 0.01% | Reduce -29.6% | 50 | $18K |
| Your Advocates Ltd., LLP | 0.01% | No change | 45 | $17K |
| Costello Asset Management, INC | 0.01% | Reduce -53.8% | 43 | $16K |
| Allianz SE | 0.00% | No change | 216 | $16K |
| United Financial Planning Group LLC | 0.01% | No change | 43 | $16K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 41 | $15K |
| Abound Wealth Management | 0.00% | No change | 40 | $15K |
| Evolution Wealth Management Inc. | 0.01% | No change | 36 | $13K |
| Crews Bank & Trust | 0.00% | No change | 35 | $13K |
| Robinswood Financial LLC | 0.00% | Add +153.8% | 33 | $12K |
| Van Eck Associates Corp. | 0.00% | Reduce -21.9% | 32 | $12K |
| Duncker Streett & Co. Inc. | 0.00% | Add +11.1% | 30 | $11K |
| Colonial Trust Co / SC | 0.00% | No change | 30 | $11K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -30.9% | 29 | $11K |
| Monetary Solutions, Ltd | 0.01% | No change | 29 | $11K |
| Ballast Advisors LLC | 0.00% | New | 29 | $11K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 29 | $11K |
| Alerus Financial NA | 0.00% | No change | 26 | $10K |
| Bfsg, LLC | 0.00% | Reduce -67.6% | 23 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 23 | $8K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -4.5% | 21 | $8K |
| Rakuten Securities, Inc. | 0.00% | Reduce -12.5% | 21 | $8K |
| Bullock Wealth Management Group | 0.00% | New | 20 | $7K |
| Wealth Science Advisors LLC | 0.00% | New | 17 | $7K |
| Oakworth Capital, Inc. | 0.00% | No change | 19 | $7K |
| Fairway Wealth LLC | 0.00% | No change | 18 | $7K |
| Hanson & Doremus Investment Management | 0.00% | New | 15 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -86.2% | 16 | $6K |
| Gables Capital Management Inc. | 0.00% | No change | 79 | $6K |
| Birchbrook, Inc. | 0.00% | Reduce -85.6% | 15 | $6K |
| DecisionPoint Financial, LLC | 0.00% | No change | 14 | $5K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 14 | $5K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 14 | $5K |
| Hurley Capital, LLC | 0.00% | No change | 12 | $4K |
| Strategic Advocates LLC | 0.02% | No change | 12 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 12 | $4K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 11 | $4K |
| Proathlete Wealth Management LLC | 0.00% | No change | 11 | $4K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 11 | $4K |
| Longview Financial Advisors LLC | 0.00% | No change | 10 | $4K |
| Nvwm, LLC | 0.00% | New | 9 | $3K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 8 | $3K |
| Sawyer & Company, Inc | 0.00% | New | 7 | $3K |
| Capital & Planning, LLC | 0.00% | New | 6 | $2K |
| Decker Retirement Planning Inc. | 0.00% | New | 6 | $2K |
| Quaker Wealth Management, LLC | 0.00% | No change | 6 | $2K |
| Archer Investment Corp | 0.00% | Add +50.0% | 6 | $2K |
| Tsfg, LLC | 0.00% | No change | 5 | $2K |
| IFG Advisory, LLC | 0.01% | Reduce -99.5% | 5 | $2K |
| Roble, Belko & Company, Inc | 0.00% | No change | 2 | $1K |
"% 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.