Vngrd Mrgstr MG CP VL ETF-UiMGVETF
13F holders, Q4 2025 (December 31)545holders +38
43new positions
29sold out
3famous investors
$141.14avg. 13F price*
At the end of Q4 2025, 545 institutions reported holding Vngrd Mrgstr MG CP VL ETF-Ui (MGV) in their 13F filings, up 38 from Q3 2025. 43 opened new positions and 29 sold out. The largest holders were Assetmark, Inc. ($2.2B), Bank of America Corp. ($638.3M) and Morgan Stanley ($420.6M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vngrd Mrgstr MG CP VL ETF-Ui
- Filed as
- VANGUARD WORLD FD (Q4 2025)
- CUSIP
- 921910840
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $52.1M |
| Exits | 29 | $74.5M |
All 13F filers, Q3 2025 → Q4 2025: 3,092,007 shares bought and 2,215,548 shares sold, net +876,459 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 545 holders
| Assetmark, Inc. | 4.44% | Add +2.1% | 15,430,686 | $2.2B |
| Bank of America Corp. | 0.05% | Add +4.7% | 4,521,607 | $638.3M |
| Morgan Stanley | 0.03% | Reduce -0.7% | 2,979,945 | $420.6M |
| Ameriprise Financial Inc. | 0.07% | Add +8.8% | 2,222,489 | $313.6M |
| UBS Group AG | 0.05% | Add +2.6% | 1,799,402 | $254.0M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -0.3% | 1,303,558 | $184.0M |
| Merit Financial Group, LLC | 1.43% | Add +51.7% | 1,261,768 | $178.1M |
| PNC Financial Services Group, Inc. | 0.09% | Add +0.3% | 1,223,662 | $172.7M |
| LPL Financial LLC | 0.04% | Reduce -1.1% | 1,073,208 | $151.5M |
| Wells Fargo & Company | 0.03% | Add +4.0% | 1,004,701 | $141.8M |
| HighTower Advisors, LLC | 0.13% | Reduce -2.2% | 837,780 | $118.3M |
| Black Diamond Financial, LLC | 11.56% | Add +2.2% | 776,946 | $109.7M |
| Vantagepoint Investment Advisers LLC | 0.86% | Reduce -9.3% | 760,620 | $107.4M |
| Raymond James Financial Inc. | 0.03% | Reduce -14.2% | 718,970 | $101.5M |
| Royal Bank of Canada | 0.02% | Add +3.1% | 670,737 | $94.7M |
| JPMorgan Chase & Co. | 0.01% | Add +7.8% | 597,489 | $84.3M |
| Sequoia Financial Advisors, LLC | 0.45% | Reduce -3.4% | 565,790 | $79.9M |
| Rockefeller Capital Management L.P. | 0.12% | Add +0.2% | 473,772 | $66.9M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +0.1% | 397,998 | $56.2M |
| Prosperity Consulting Group, LLC | 2.35% | Add +24.2% | 369,475 | $52.2M |
| Petredis Investment Advisors LLC | 4.03% | Reduce -0.6% | 363,674 | $51.3M |
| Baird Financial Group, Inc. | 0.08% | Add +6.3% | 359,262 | $50.7M |
| Stifel Financial Corp. | 0.04% | Add +7.4% | 352,122 | $49.7M |
| Praetorian Wealth Management, Inc. | 9.79% | Add +3.9% | 349,302 | $49.3M |
| Kestra Advisory Services, LLC | 0.20% | Add +3.2% | 341,825 | $48.3M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -1.7% | 341,414 | $48.2M |
| Strategic Investment Advisors / MI | 4.05% | Add +3318590.0% | 331,869 | $46.9M |
| Cetera Investment Advisers | 0.05% | Add +10.8% | 318,620 | $45.0M |
| SteelPeak Wealth, LLC | 1.41% | Add +16126.6% | 304,412 | $43.0M |
| Pure Financial Advisors, LLC | 0.63% | Add +1.3% | 296,940 | $41.9M |
| Apriem Advisors | 3.28% | Add +2.1% | 253,265 | $35.8M |
| BHK Investment Advisors, LLC | 10.71% | Add +14.2% | 230,953 | $32.6M |
| Smartleaf Asset Management LLC | 1.19% | Add +4.0% | 220,512 | $31.3M |
| Bernardo Wealth Planning LLC | 5.93% | Reduce -0.2% | 220,480 | $31.1M |
| Osaic Holdings, Inc. | 0.04% | Reduce -80.4% | 215,566 | $30.5M |
| Integrated Capital Management, LLC | 12.21% | Add +3.0% | 201,098 | $28.4M |
| Capital Advantage, Inc. | 3.76% | Reduce -0.5% | 197,266 | $27.8M |
| Avior Wealth Management, LLC | 0.84% | Add +18.1% | 191,673 | $27.1M |
| Zeit Capital LLC | 18.11% | Reduce -0.2% | 190,085 | $26.8M |
| Braeburn Wealth Management LLC | 13.21% | — | 183,259 | $25.9M |
| BTG Pactual Asset Management US LLC | 2.85% | Reduce -4.6% | 194,054 | $25.5M |
| Blue Edge Capital, LLC | 3.32% | Add +6.7% | 175,865 | $24.8M |
| ETF Portfolio Partners, Inc. | 6.37% | Add +2.4% | 174,812 | $24.7M |
| Leavell Investment Management, Inc. | 0.99% | Reduce -0.2% | 168,967 | $23.9M |
| Graney & King, LLC | 13.92% | Add +5.4% | 168,572 | $23.8M |
| AllGen Financial Advisors, Inc. | 5.46% | Add +3.9% | 163,240 | $23.0M |
| Titleist Asset Management, LLC | 1.85% | Add +5.6% | 161,905 | $22.9M |
| Savant Capital, LLC | 0.13% | Reduce -0.6% | 158,356 | $22.4M |
| Marmo Financial Group, LLC | 10.07% | Add +0.4% | 150,749 | $21.3M |
| Wealthcare Advisory Partners LLC | 0.41% | Reduce -4.0% | 147,312 | $20.8M |
| Breakwater Capital Group | 2.88% | Add +11.4% | 146,115 | $20.6M |
| Sheridan Capital Management, LLC | 10.36% | Add +4.3% | 144,775 | $20.4M |
| Bison Wealth, LLC | 2.25% | Reduce -10.8% | 138,750 | $20.0M |
| Means Investment Co., Inc. | 1.66% | Reduce -3.2% | 139,783 | $19.7M |
| Harbour Investments, Inc. | 0.40% | Reduce -5.4% | 138,288 | $19.5M |
| Cresset Asset Management, LLC | 0.08% | Add +0.0% | 125,266 | $17.7M |
| Arax Advisory Partners | 0.51% | New | 123,875 | $17.5M |
| Kickstand Ventures, Llc. | 3.58% | Add +2.5% | 120,495 | $17.0M |
| SOL Capital Management CO | 1.51% | Reduce -1.4% | 118,720 | $16.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.30% | Add +4.7% | 118,512 | $16.7M |
| D.A. Davidson & Co. | 0.10% | Add +5.1% | 115,807 | $16.3M |
| Retirement Management Systems Inc. | 4.15% | — | 114,829 | $16.2M |
| Waverly Advisors, LLC | 0.13% | Reduce -0.4% | 111,899 | $15.8M |
| US Bancorp \de | 0.02% | Add +4.8% | 110,554 | $15.6M |
| MML Investors Services, LLC | 0.04% | Reduce -35.1% | 110,398 | $15.6M |
| Select Asset Management & Trust | 4.62% | Add +1.3% | 105,281 | $14.9M |
| Creative Planning | 0.01% | Add +0.8% | 102,118 | $14.4M |
| Crumly & Associates Inc. | 2.97% | Reduce -9.6% | 100,169 | $14.1M |
| Pachira Investments Inc. | 6.88% | Add +35.1% | 100,075 | $14.1M |
| HB Wealth Management, LLC | 0.09% | Reduce -0.0% | 97,674 | $13.8M |
| Avid Wealth Partners LLC | 6.60% | Add +3.1% | 95,730 | $13.5M |
| Private Advisor Group, LLC | 0.06% | Reduce -16.3% | 95,449 | $13.5M |
| Annex Advisory Services, LLC | 0.25% | New | 92,465 | $13.1M |
| Ameritas Advisory Services, LLC | 0.47% | Add +2956.1% | 89,361 | $12.6M |
| Sanctuary Advisors, LLC | 0.07% | Add +4.2% | 86,421 | $12.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -5.4% | 86,234 | $12.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +8.9% | 83,514 | $12.1M |
| Stephens Inc. | 0.15% | Reduce -3.9% | 84,578 | $11.9M |
| Arq Wealth Advisors, LLC | 3.17% | Add +1.4% | 83,246 | $11.8M |
| James J. Burns & Company, LLC | 1.59% | Reduce -0.3% | 81,777 | $11.5M |
| Allstreet Capital Advisors LLC | 8.29% | — | 81,203 | $11.5M |
| Jones Financial Companies LLLP | 0.01% | Add +11.3% | 78,633 | $11.1M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -11.3% | 75,072 | $10.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.7% | 74,635 | $10.5M |
| Quadcap Wealth Management, LLC | 1.19% | Add +4.0% | 73,710 | $10.4M |
| Modera Wealth Management, LLC | 0.12% | Reduce -1.9% | 73,514 | $10.4M |
| WealthShield Partners, LLC | 1.11% | Reduce -0.1% | 71,184 | $10.1M |
| TFB Advisors LLC | 2.56% | Add +0.1% | 64,801 | $9.1M |
| Wealthfront Advisers LLC | 0.02% | Add +6.3% | 64,314 | $9.1M |
| Capital Planning LLC | 2.48% | Add +4.5% | 62,216 | $8.9M |
| Howe & Rusling Inc. | 0.57% | Add +6.2% | 61,000 | $8.6M |
| Gladwyn Financial Advisors, Inc. | 5.79% | Add +4.8% | 58,427 | $8.2M |
| Amara Financial, Llc. | 5.59% | Add +8.6% | 57,216 | $8.1M |
| Mayfair Advisory Group, LLC | 3.05% | Add +53.3% | 55,213 | $7.9M |
| Phillips Financial Management, LLC | 0.49% | Reduce -3.1% | 54,125 | $7.6M |
| Fiduciary Alliance LLC | 0.48% | Reduce -0.2% | 52,173 | $7.4M |
| Fingerlakes Wealth Management, Inc. | 4.57% | Add +8.1% | 50,959 | $7.2M |
| BNP Paribas Financial Markets | 0.00% | Add +27992.7% | 50,005 | $7.1M |
| PFG Private Wealth Management, LLC | 3.08% | New | 49,819 | $7.0M |
| Comerica Bank | 0.03% | Reduce -1.2% | 48,683 | $6.9M |
| Capstone Wealth Management Group, LLC | 2.75% | Add +5.6% | 46,503 | $6.6M |
| Captrust Financial Advisors | 0.01% | Reduce -1.7% | 45,790 | $6.5M |
| Colorado Capital Management, Inc. | 2.41% | Add +18.7% | 45,428 | $6.4M |
| Mariner, LLC | 0.01% | Reduce -0.8% | 43,952 | $6.2M |
| Planning Directions Inc. | 3.07% | Reduce -1.4% | 43,187 | $6.1M |
| Veridan Wealth LLC | 2.03% | Add +1.4% | 42,839 | $6.0M |
| Texas Capital Bank Wealth Management Services Inc | 0.34% | Reduce -17.8% | 41,137 | $5.8M |
| Waystone Advisors LLC | 4.91% | — | 40,563 | $5.7M |
| Atria Investments, Inc | 0.06% | Reduce -0.1% | 40,295 | $5.7M |
| Resolute Advisors LLC | 1.85% | Add +1.1% | 40,085 | $5.7M |
| Quattro Financial Advisors LLC | 1.68% | Reduce -34.3% | 39,836 | $5.6M |
| Calton & Associates, Inc. | 0.81% | Reduce -21.6% | 39,057 | $5.5M |
| Mgo One Seven LLC | 0.11% | Reduce -9.6% | 38,129 | $5.4M |
| Center For Asset Management LLC | 2.79% | Reduce -3.3% | 37,747 | $5.3M |
| Centaurus Financial, Inc. | 0.24% | Add +6.8% | 37,445 | $5.3M |
| Mutual Advisors, LLC | 0.11% | Reduce -0.6% | 37,418 | $5.3M |
| Cornerstone Financial Management LLC | 4.90% | — | 36,977 | $5.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.70% | Reduce -2.0% | 36,726 | $5.2M |
| Westwood Holdings Group Inc. | 0.04% | No change | 36,450 | $5.1M |
| BSW Wealth Partners | 0.62% | Reduce -15.6% | 36,420 | $5.1M |
| Compass Planning Associates Inc | 3.54% | Add +38.6% | 36,165 | $5.1M |
| Blair William & Co. | 0.01% | Add +61.4% | 35,950 | $5.1M |
| Avant Capital LLC | 3.48% | Add +2.0% | 35,905 | $5.1M |
| Creative Financial Designs Inc. | 0.32% | Reduce -1.3% | 35,466 | $5.0M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -61.0% | 35,134 | $5.0M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +96.8% | 34,683 | $4.9M |
| Diversify Advisory Services, LLC | 0.15% | Add +3.7% | 32,806 | $4.8M |
| Principle Wealth Partners LLC | 0.27% | Reduce -1.6% | 34,110 | $4.8M |
| EverSource Wealth Advisors, LLC | 0.16% | Reduce -14.4% | 31,365 | $4.4M |
| Wesbanco Bank Inc. | 0.12% | Reduce -19.1% | 31,324 | $4.4M |
| Milestone Asset Management Group, LLC | 2.49% | Add +25.8% | 31,257 | $4.4M |
| Breakwater Investment Management | 1.58% | Reduce -2.0% | 31,022 | $4.4M |
| Royal Fund Management, LLC | 0.40% | Add +40.5% | 30,784 | $4.3M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +1.5% | 29,829 | $4.2M |
| WPG Advisers, LLC | 3.11% | Add +10.6% | 29,639 | $4.2M |
| Entelevest, LLC | 4.30% | — | 29,389 | $4.1M |
| Equitable Holdings, Inc. | 0.03% | Add +1.4% | 29,194 | $4.1M |
| Encompass Wealth Advisors, LLC | 1.39% | Add +0.3% | 29,028 | $4.1M |
| Boyd Wealth Management, LLC | 1.74% | Reduce -2.0% | 28,992 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +10.7% | 28,194 | $4.0M |
| CVA Family Office, LLC | 0.46% | Add +0.3% | 28,166 | $4.0M |
| Checchi Capital Advisers, LLC | 0.27% | Reduce -0.9% | 28,085 | $4.0M |
| Trademark Financial Management, LLC | 2.10% | Reduce -33.6% | 27,080 | $3.8M |
| Richard P Slaughter Associates Inc | 0.78% | Reduce -0.8% | 26,262 | $3.7M |
| Lido Advisors, LLC | 0.01% | Reduce -8.6% | 26,252 | $3.7M |
| FMR LLC | 0.00% | Add +16.8% | 26,017 | $3.7M |
| AQR Capital Management | 0.00% | Add +667.5% | 25,864 | $3.7M |
| Vanguard Group Inc. | 0.00% | Reduce -1.9% | 25,502 | $3.6M |
| Pinnacle Bancorp, Inc. | 1.05% | No change | 25,485 | $3.6M |
| United Capital Financial Advisors, LLC | 0.02% | Add +6.8% | 25,253 | $3.6M |
| Tradition Wealth Management, LLC | 0.25% | Add +1.0% | 24,981 | $3.5M |
| &partners | 0.02% | Add +61.7% | 24,724 | $3.5M |
| MAI Capital Management | 0.02% | Add +3.3% | 24,554 | $3.5M |
| LifeWealth Investments, LLC | 1.09% | Add +13.3% | 24,448 | $3.5M |
| Glass Jacobson Investment Advisors llc | 1.21% | Reduce -4.3% | 23,802 | $3.4M |
| CreativeOne Wealth, LLC | 0.08% | Add +23.8% | 23,743 | $3.4M |
| Silverlake Wealth Management LLC | 0.75% | Add +0.8% | 23,721 | $3.3M |
| Alpha Cubed Investments, LLC | 0.11% | Reduce -8.3% | 23,242 | $3.3M |
| Ifrah Financial Services, Inc. | 0.81% | Reduce -0.6% | 22,312 | $3.1M |
| Cresta Advisors, Ltd. | 1.31% | Add +4.6% | 22,144 | $3.1M |
| Ascent Group, LLC | 0.10% | Reduce -0.2% | 21,335 | $3.0M |
| Perryman Financial Advisory Inc. | 0.44% | — | 21,161 | $3.0M |
| HighPoint Advisor Group LLC | 0.07% | New | 20,967 | $3.0M |
| Mather Group, Llc. | 0.03% | Reduce -3.7% | 20,660 | $2.9M |
| Maridea Wealth Management LLC | 0.43% | Add +0.8% | 20,145 | $2.8M |
| Strategic Financial Partners, Ltd. | 1.21% | Reduce -1.7% | 19,830 | $2.8M |
| Truist Financial Corp. | 0.00% | Reduce -3.1% | 19,516 | $2.8M |
| Arcadia Investment Advisors LLC | 1.28% | Reduce -74.1% | 19,453 | $2.7M |
| Roberts Glore & Co. Inc. | 0.71% | Add +0.0% | 18,789 | $2.7M |
| Wells Financial Advisors INC | 5.02% | Reduce -18.5% | 18,723 | $2.6M |
| Choreo, LLC | 0.03% | Add +1.0% | 18,572 | $2.6M |
| FSC Wealth Advisors, LLC | 4.24% | Reduce -65.4% | 18,508 | $2.6M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +5.7% | 18,167 | $2.6M |
| Grantvest Financial Group LLC | 1.64% | Add +0.6% | 18,084 | $2.6M |
| Silicon Valley Capital Partners | 0.23% | Reduce -11.0% | 17,775 | $2.5M |
| Wealthcare Capital Partners, LLC | 1.17% | Add +0.4% | 17,683 | $2.5M |
| Renaissance Technologies | 0.00% | Reduce -55.0% | 17,600 | $2.5M |
| Allworth Financial LP | 0.01% | Reduce -5.9% | 17,583 | $2.5M |
| Argent Trust Co | 0.08% | Add +40.3% | 17,500 | $2.5M |
| First National Bank of Omaha | 0.07% | Add +20.5% | 17,108 | $2.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -0.7% | 17,066 | $2.4M |
| Sax Wealth Advisors, LLC | 0.11% | New | 16,560 | $2.3M |
| Florida Financial Advisors, LLC | 0.62% | Add +26.1% | 16,207 | $2.3M |
| Independent Financial Group, LLC | 0.05% | Add +117.9% | 16,142 | $2.3M |
| Stonebridge Financial Planning Group, LLC | 0.82% | Add +0.1% | 16,049 | $2.3M |
| Stirlingshire Investments, Inc. | 1.97% | — | 15,741 | $2.2M |
| Bank of Hawaii | 0.11% | Reduce -4.2% | 15,531 | $2.2M |
| Simon Quick Advisors, LLC | 0.10% | Reduce -0.1% | 15,466 | $2.2M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -2.4% | 15,461 | $2.2M |
| Horizon Investment Services, LLC | 0.79% | Add +0.9% | 15,457 | $2.2M |
| Cerity Partners LLC | 0.00% | Add +59.0% | 15,452 | $2.2M |
| Focus Partners Wealth | 0.00% | Add +23.3% | 15,247 | $2.2M |
| Sigma Planning Corp | 0.06% | Add +2.3% | 15,187 | $2.1M |
| Zhang Financial LLC | 0.08% | Reduce -0.5% | 15,182 | $2.1M |
| Hilltop Wealth Advisors, LLC | 1.06% | Reduce -1.6% | 14,931 | $2.1M |
| Snowden Capital Advisors LLC | 0.05% | Add +9.0% | 14,546 | $2.1M |
| Hazlett, Burt & Watson, Inc. | 0.66% | Reduce -4.2% | 14,551 | $2.1M |
| Cwm, LLC | 0.01% | Add +35.8% | 14,346 | $2.0M |
| Flagship Wealth Advisors, LLC | 0.57% | Add +29.1% | 13,794 | $1.9M |
| Revisor Wealth Management LLC | 0.52% | Add +1.0% | 13,214 | $1.9M |
| EP Wealth Advisors, LLC | 0.01% | — | 13,725 | $1.9M |
| Moneco Advisors, LLC | 0.15% | Add +56.9% | 13,612 | $1.9M |
| Finward Bancorp | 1.48% | Reduce -0.8% | 13,502 | $1.9M |
| OneAscent Wealth Management LLC | 0.63% | Reduce -4.4% | 13,353 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +75.8% | 13,273 | $1.9M |
| Ogorek Anthony Joseph /NY/ | 0.51% | Add +0.5% | 13,208 | $1.9M |
| Passumpsic Savings Bank | 1.01% | — | 13,034 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.9% | 12,683 | $1.8M |
| Merited Wealth, LLC | 1.64% | — | 12,531 | $1.8M |
| DMKC Advisory Services, LLC | 0.77% | No change | 12,446 | $1.8M |
| Sowell Financial Services LLC | 0.06% | Reduce -4.2% | 12,383 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +15.9% | 12,292 | $1.7M |
| Northern Trust Corp. | 0.00% | No change | 11,978 | $1.7M |
| Gotham Asset Management | 0.01% | No change | 11,977 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -10.8% | 11,822 | $1.7M |
| Bowman & Co S.C. | 0.70% | Add +0.7% | 11,788 | $1.7M |
| VSM Wealth Advisory, LLC | 0.50% | Add +32.5% | 11,783 | $1.7M |
| Procyon Advisors, LLC | 0.08% | Reduce -0.2% | 11,504 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +23.4% | 11,297 | $1.6M |
| PFG Advisors | 0.08% | Reduce -43.5% | 11,234 | $1.6M |
| Global Retirement Partners, LLC | 0.03% | Add +4.0% | 11,177 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +1.1% | 10,904 | $1.5M |
| Ballentine Partners, LLC | 0.02% | No change | 10,700 | $1.5M |
| Causey Wealth LLC | 0.69% | Reduce -6.6% | 10,694 | $1.5M |
| Harpswell Capital Advisors, LLC | 1.10% | Add +14.6% | 9,787 | $1.4M |
| Regions Financial Corp. | 0.01% | Reduce -2.9% | 9,736 | $1.4M |
| Petix & Botte Co | 0.31% | No change | 9,700 | $1.4M |
| Rwa Wealth Partners, LLC | 0.01% | Add +3.3% | 9,619 | $1.4M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -1.2% | 9,618 | $1.4M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -0.1% | 9,575 | $1.4M |
| CoreCap Advisors, LLC | 0.05% | Reduce -16.9% | 9,515 | $1.3M |
| Summit Financial, LLC | 0.02% | Reduce -6.3% | 9,514 | $1.3M |
| Bank of Montreal | 0.00% | Add +4.1% | 8,932 | $1.3M |
| Pacific Excel Wealth Advisors, Inc. | 2.36% | — | 8,832 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | No change | 8,820 | $1.2M |
| High Net Worth Advisory Group LLC | 0.29% | No change | 8,813 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +1.8% | 12,948 | $1.2M |
| Blackston Financial Advisory Group, LLC | 0.72% | Reduce -0.1% | 8,351 | $1.2M |
| Rehmann Capital Advisory Group | 0.06% | Add +2.5% | 8,221 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Add +467.1% | 8,075 | $1.1M |
| SCS Capital Management LLC | 0.01% | Add +1.1% | 7,963 | $1.1M |
| CFC Planning Co LLC | 0.84% | Add +85.5% | 7,732 | $1.1M |
| M&T Bank Corp | 0.00% | Reduce -1.9% | 7,705 | $1.1M |
| World Investment Advisors | 0.02% | Add +3.5% | 7,678 | $1.1M |
| Americana Partners, LLC | 0.03% | Reduce -59.2% | 7,594 | $1.1M |
| Visionary Wealth Advisors | 0.05% | Reduce -13.3% | 7,383 | $1.0M |
| Oxinas Partners, LLC | 0.50% | New | 7,368 | $1.0M |
| Private Wealth Group, LLC | 0.50% | No change | 7,354 | $1.0M |
| Crane Advisory, LLC | 0.16% | No change | 7,126 | $1.0M |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +10.1% | 7,342 | $1.0M |
| Koshinski Asset Management, Inc. | 0.07% | Add +0.1% | 7,234 | $1.0M |
| Crescent Grove Advisors, LLC | 0.09% | No change | 7,056 | $996K |
| Cornerstone Financial Group, LLC | 0.69% | Add +0.4% | 7,026 | $992K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +6.6% | 7,002 | $988K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +227.5% | 6,933 | $979K |
| Hudock, Inc. | 0.14% | Add +0.5% | 6,838 | $965K |
| Old National Bancorp | 0.02% | Add +1.6% | 6,786 | $958K |
| StoneX Group Inc. | 0.04% | Reduce -0.2% | 6,722 | $949K |
| Wealthcare Capital Management LLC | 0.09% | Add +82.7% | 6,704 | $946K |
| Legacy Wealth Managment, LLC | 0.45% | Add +73.7% | 6,605 | $932K |
| First National Advisers, LLC | 0.13% | No change | 6,460 | $912K |
| Miramontes Capital, LLC | 0.31% | — | 6,380 | $901K |
| IFP Advisors, Inc | 0.02% | Reduce -7.7% | 6,357 | $897K |
| Meridian Wealth Management, LLC | 0.03% | Add +0.2% | 6,349 | $896K |
| Cyndeo Wealth Partners, LLC | 0.05% | Reduce -17.6% | 6,335 | $894K |
| Arkadios Wealth Advisors | 0.02% | Add +30.7% | 6,297 | $889K |
| O'ROURKE & COMPANY, Inc | 0.35% | Add +1.4% | 6,296 | $889K |
| Keystone Financial Group | 0.07% | Add +14.9% | 6,245 | $882K |
| Hilltop Holdings Inc. | 0.05% | Reduce -9.3% | 6,146 | $867K |
| Colton Groome Financial Advisors, LLC | 0.25% | Reduce -15.6% | 6,144 | $867K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +22.2% | 5,943 | $839K |
| Western Wealth Management, LLC | 0.04% | Add +28.6% | 5,688 | $803K |
| Raab & Moskowitz Asset Management LLC | 0.18% | No change | 5,667 | $800K |
| Synergy Investment Management, LLC | 0.28% | No change | 5,550 | $783K |
| Creekside Partners | 0.33% | No change | 5,544 | $783K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -4.9% | 5,451 | $769K |
| Vicus Capital | 0.06% | Add +1.1% | 5,449 | $769K |
| Wharton Business Group, LLC | 0.03% | No change | 5,410 | $764K |
| Salem Investment Counselors Inc. | 0.02% | New | 5,346 | $755K |
| MidAtlantic Capital Management, Inc. | 0.48% | No change | 5,336 | $753K |
| Continuum Advisory, LLC | 0.08% | Add +1.0% | 5,326 | $752K |
| Cardiff Park Advisors, LLC | 0.06% | Add +13.8% | 5,321 | $751K |
| Haverford Trust Co | 0.01% | Reduce -1.9% | 5,315 | $750K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -3.1% | 5,299 | $748K |
| New England Private Wealth Advisors LLC | 0.09% | Reduce -3.2% | 5,299 | $748K |
| Farther Finance Advisors, LLC | 0.01% | Add +2.3% | 5,241 | $740K |
| Mainsail Asset Management, LLC | 0.32% | No change | 5,215 | $736K |
| Landaas & Co. /Wi | 0.16% | No change | 5,186 | $732K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -11.8% | 5,146 | $726K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.4% | 5,063 | $715K |
| AlphaCore Capital LLC | 0.02% | Reduce -7.3% | 5,057 | $714K |
| Noble Wealth Management PBC | 0.35% | Reduce -13.4% | 4,981 | $703K |
| AE Wealth Management LLC | 0.00% | Reduce -26.9% | 4,932 | $696K |
| Accurate Wealth Management, LLC | 0.09% | Reduce -1.0% | 4,751 | $691K |
| Collaborative Wealth Managment Inc. | 0.24% | No change | 4,896 | $691K |
| Wagner Wealth Management, LLC | 0.15% | No change | 4,894 | $691K |
| Independent Wealth Advisors LLC | 0.72% | — | 4,867 | $687K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -0.5% | 4,801 | $678K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,800 | $678K |
| Csenge Advisory Group | 0.03% | Reduce -3.8% | 4,748 | $670K |
| Addison Advisors LLC | 0.15% | Add +5.3% | 4,700 | $663K |
| Strategic Investment Solutions, Inc. | 0.16% | Reduce -1.0% | 4,694 | $663K |
| Richardson Financial Services Inc. | 0.21% | Add +0.8% | 4,627 | $653K |
| Comprehensive Financial Planning, Inc. | 0.42% | Add +1.1% | 4,524 | $639K |
| Bright Futures Wealth Management, LLC. | 0.47% | Add +2.9% | 4,471 | $631K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +10.3% | 4,461 | $630K |
| Goldstone Financial Group, LLC | 0.07% | Reduce -4.2% | 4,427 | $625K |
| SG Americas Securities, LLC | 0.00% | New | 4,346 | $613K |
| International Assets Investment Management, LLC | 0.04% | No change | 4,185 | $591K |
| Sentinel Pension Advisors, LLC | 0.09% | Add +14.3% | 4,152 | $586K |
| Genesis Financial Group, LLC | 0.34% | — | 4,130 | $583K |
| Foundations Investment Advisors, LLC | 0.01% | Add +84.3% | 4,127 | $583K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +65.6% | 4,126 | $582K |
| Keeler Thomas Management LLC | 0.28% | Reduce -5.4% | 4,114 | $581K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +0.1% | 4,089 | $577K |
| Turtle Creek Wealth Advisors, LLC | 0.05% | No change | 4,074 | $575K |
| Pinion Investment Advisors, LLC | 0.14% | Add +7.6% | 4,065 | $574K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.8% | 4,065 | $574K |
| Optivise Advisory Services LLC | 0.33% | Add +4.4% | 4,020 | $567K |
| Martel Wealth Advisors LLC | 0.10% | Add +1.1% | 4,008 | $566K |
| Alliancebernstein L.P. | 0.00% | New | 3,922 | $554K |
| Bank of New York Mellon Corp | 0.00% | No change | 3,853 | $544K |
| Advisory Services Network, LLC | 0.01% | Add +0.9% | 3,849 | $543K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 3,807 | $537K |
| Investment Research & Advisory Group, Inc. | 0.18% | Add +0.3% | 3,794 | $536K |
| Bell Bank | 0.02% | Reduce -1.6% | 3,790 | $535K |
| Gallacher Capital Management LLC | 0.20% | Add +64.2% | 3,671 | $518K |
| Eagle Wealth Advisors LLC | 0.44% | — | 3,641 | $514K |
| Duncan Williams Asset Management, LLC | 0.13% | Reduce -8.6% | 3,354 | $506K |
| Waters Parkerson & Co., LLC | 0.02% | New | 3,566 | $503K |
| Brookstone Capital Management | 0.01% | Add +82.5% | 3,556 | $502K |
| OxenFree Capital LLC | 0.26% | Reduce -0.5% | 3,545 | $500K |
| Pillar Financial Advisors, LLC | 0.30% | No change | 3,510 | $495K |
| Bay Capital Advisors, LLC | 0.30% | No change | 3,500 | $494K |
| Westbourne Investments, Inc. | 0.23% | Reduce -7.0% | 3,455 | $488K |
| Simplicity Wealth,LLC | 0.03% | Reduce -43.4% | 3,444 | $486K |
| Silver Oak Securities, Incorporated | 0.03% | Add +6.7% | 3,386 | $481K |
| Bessemer Group Inc. | 0.00% | No change | 3,370 | $476K |
| LWM Advisors Inc. | 0.41% | No change | 3,306 | $467K |
| Fusion Family Wealth, LLC | 0.04% | No change | 3,290 | $464K |
| Monograph Wealth Advisors, LLC | 0.05% | No change | 3,258 | $460K |
| BCO Wealth Management LLC | 0.28% | Reduce -2.6% | 3,242 | $458K |
| Balefire, LLC | 0.09% | Reduce -0.4% | 3,239 | $457K |
| Avalon Trust Co | 0.03% | No change | 3,234 | $457K |
| Fort Sheridan Advisors LLC | 0.06% | Add +3.4% | 3,230 | $456K |
| Entrust Financial LLC | 0.34% | — | 3,220 | $454K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -65.9% | 3,152 | $445K |
| NewEdge Wealth, LLC | 0.01% | New | 3,139 | $443K |
| Nemes Rush Group LLC | 0.04% | Add +1157.0% | 3,130 | $442K |
| Welch Group, LLC | 0.02% | No change | 3,072 | $434K |
| Principal Securities, Inc. | 0.01% | Add +11.1% | 3,064 | $433K |
| Waterloo Capital, L.P. | 0.03% | New | 3,034 | $428K |
| GreatBanc Trust CO | 0.30% | No change | 2,998 | $423K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -2.3% | 2,950 | $416K |
| Rf&l Wealth Management, LLC | 0.23% | No change | 2,922 | $412K |
| Sonoma Private Wealth LLC | 0.49% | No change | 2,889 | $408K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -81.8% | 2,881 | $407K |
| Retirement Income Solutions, Inc. | 0.07% | No change | 2,865 | $404K |
| Ritholtz Wealth Management | 0.01% | No change | 2,865 | $404K |
| Endeavor Private Wealth, Inc. | 0.12% | Add +4.3% | 2,861 | $404K |
| Prestige Wealth Management Group LLC | 0.08% | No change | 2,822 | $398K |
| Berger Financial Group, Inc | 0.02% | Reduce -0.6% | 2,777 | $392K |
| Interchange Capital Partners, LLC | 0.07% | Reduce -37.3% | 2,766 | $390K |
| Essex Financial Services, Inc. | 0.02% | Add +0.0% | 2,757 | $389K |
| Financial Alternatives, Inc | 0.22% | No change | 2,702 | $381K |
| Jefferies Financial Group Inc. | 0.00% | Add +1.1% | 2,697 | $381K |
| Caitlin John, LLC | 0.25% | Reduce -5.9% | 2,689 | $380K |
| Wedbush Securities Inc. | 0.01% | Add +3.1% | 2,687 | $379K |
| HUB Investment Partners, LLC | 0.01% | Reduce -0.4% | 2,666 | $376K |
| Park Avenue Securities LLC | 0.00% | Add +14.0% | 2,660 | $375K |
| Apeiron RIA LLC | 0.08% | No change | 2,498 | $374K |
| Spinnaker Trust | 0.02% | Reduce -5.1% | 2,593 | $366K |
| Strategic Blueprint, LLC | 0.02% | No change | 2,558 | $361K |
| Retireful, LLC | 0.45% | New | 2,505 | $356K |
| Triad Wealth Partners, LLC | 0.03% | New | 2,517 | $355K |
| Boulder Wealth Advisors, LLC | 0.15% | No change | 2,496 | $352K |
| Parallel Advisors, LLC | 0.01% | No change | 2,484 | $351K |
| Valmark Advisers, Inc. | 0.00% | Add +2.9% | 2,447 | $345K |
| Garden State Investment Advisory Services LLC | 0.08% | Reduce -13.9% | 2,436 | $344K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -2.2% | 2,420 | $342K |
| Verus Capital Partners, LLC | 0.02% | New | 2,420 | $342K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 2,377 | $336K |
| AA Financial Advisors, LLC | 0.06% | New | 2,354 | $332K |
| Focus Financial Network, Inc. | 0.01% | Reduce -8.2% | 2,345 | $331K |
| Westco Advisory Services Inc. | 0.20% | — | 2,301 | $325K |
| Prosperity Wealth Management, Inc. | 0.11% | Add +5.5% | 2,274 | $321K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.3% | 2,252 | $318K |
| CVFG LLC | 0.22% | Add +0.5% | 2,230 | $315K |
| Plancorp, LLC | 0.01% | No change | 2,202 | $311K |
| Cloud Capital Management, LLC | 0.15% | Reduce -0.3% | 2,196 | $309K |
| Lazari Capital Management, Inc. | 0.10% | No change | 2,171 | $306K |
| Concorde Asset Management, LLC | 0.12% | Add +0.6% | 2,169 | $306K |
| KPP Advisory Services LLC | 0.04% | Add +5.3% | 2,168 | $306K |
| Kovack Advisors, Inc. | 0.01% | New | 2,161 | $305K |
| LRI Investments, LLC | 0.02% | No change | 2,159 | $305K |
| Certified Advisory Corp | 0.03% | Add +0.1% | 2,158 | $305K |
| Betterment LLC | 0.00% | Reduce -23.8% | 2,147 | $303K |
| M3 Advisory Group, LLC | 0.18% | Reduce -3.8% | 2,105 | $297K |
| AMG National Trust Bank | 0.01% | No change | 2,100 | $296K |
| Pacific Capital Wealth Advisors, Inc. | 0.05% | No change | 2,099 | $296K |
| Antonelli Financial Advisors, LLC | 0.19% | Reduce -5.5% | 2,099 | $296K |
| OneAscent Family Office, LLC | 0.20% | Add +13.1% | 2,093 | $295K |
| McClarren Financial Advisors, Inc. | 0.18% | Reduce -52.1% | 988 | $295K |
| Aspire Growth Partners LLC | 0.20% | Add +1.1% | 2,056 | $290K |
| Lockerman Financial Group, Inc. | 0.56% | Add +0.1% | 2,054 | $290K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 2,008 | $284K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 2,000 | $282K |
| RVW Wealth, LLC | 0.02% | No change | 2,000 | $282K |
| Dover Advisors, LLC | 0.11% | Add +8.9% | 1,995 | $282K |
| Stonebridge Financial Group, LLC | 0.02% | No change | 1,978 | $279K |
| Spire Wealth Management | 0.01% | Add +3.2% | 1,940 | $274K |
| Sollinda Capital Management LLC | 0.07% | New | 1,931 | $273K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 1,928 | $272K |
| Tiaa Trust, National Association | 0.00% | No change | 1,926 | $272K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Add +0.3% | 1,908 | $269K |
| Qube Research & Technologies Ltd | 0.00% | Add +106.9% | 1,864 | $263K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.9% | 1,834 | $261K |
| Darrow Company, Inc. | 0.12% | Reduce -6.3% | 1,845 | $261K |
| Alongside, LLC | 0.09% | — | 1,834 | $259K |
| VeraBank, N.A. | 0.05% | No change | 1,819 | $257K |
| IHT Wealth Management, LLC | 0.01% | Reduce -9.4% | 1,764 | $249K |
| Sachetta, LLC | 0.14% | Add +0.1% | 1,762 | $249K |
| Quadrant Capital Group LLC | 0.01% | Reduce -7.0% | 1,755 | $248K |
| Sageworth Trust Co | 0.01% | No change | 1,754 | $248K |
| Rodgers & Associates, LTD | 0.02% | No change | 1,745 | $246K |
| Kingsman Wealth Management, Inc. | 0.13% | Add +1.1% | 1,723 | $243K |
| Brown Wealth Management, LLC | 0.06% | Add +2.9% | 1,697 | $240K |
| Sterling Investment Counsel, LLC | 0.07% | New | 1,891 | $236K |
| Private Trust Co. NA | 0.02% | No change | 1,660 | $234K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,648 | $233K |
| PFG Investments, LLC | 0.01% | Add +0.1% | 1,644 | $232K |
| One Capital Management, LLC | 0.01% | No change | 1,641 | $232K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 1,619 | $229K |
| Capital Management Associates, Inc | 0.05% | New | 1,606 | $227K |
| Global Assets Advisory, LLC | 0.06% | Reduce -45.0% | 1,599 | $226K |
| Cornerstone Management, Inc. | 0.04% | Reduce -5.1% | 1,591 | $225K |
| Brown Financial Advisory | 0.11% | No change | 1,587 | $224K |
| Global Trust Asset Management, LLC | 0.09% | Reduce -68.3% | 1,585 | $224K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 1,570 | $222K |
| Manchester Financial Inc. | 0.04% | No change | 1,557 | $220K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 1,545 | $218K |
| Perigon Wealth Management, LLC | 0.00% | No change | 1,500 | $212K |
| Orleans Capital Management Corp. | 0.13% | New | 1,500 | $212K |
| Pacific Sun Financial Corp | 0.10% | New | 1,497 | $211K |
| United Advisor Group, LLC | 0.03% | Reduce -13.0% | 1,494 | $211K |
| Jackson Square Capital, LLC | 0.04% | No change | 1,471 | $208K |
| Benjamin Edwards Inc. | 0.00% | No change | 1,457 | $206K |
| SC&H Financial Advisors, Inc. | 0.03% | New | 1,448 | $204K |
| SBI Securities Co., Ltd. | 0.01% | Add +1.2% | 1,444 | $204K |
| BlackRock, Inc. | 0.00% | Add +19.0% | 1,438 | $203K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -2.0% | 1,431 | $202K |
| Sound Income Strategies, LLC | 0.01% | Add +450.6% | 1,338 | $197K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 1,385 | $196K |
| Adkins Seale Capital Management LLC | 0.18% | — | 1,300 | $184K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 1,261 | $178K |
| Evolution Wealth Management Inc. | 0.15% | Add +41.3% | 1,248 | $176K |
| Rossmore Private Capital | 0.02% | No change | 1,240 | $175K |
| Three Bearings Fiduciary Advisors, Inc. | 0.16% | — | 1,181 | $175K |
| UMB Bank, n.a. | 0.00% | Reduce -1.9% | 1,099 | $155K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,093 | $154K |
| Capital Analysts, LLC | 0.00% | Reduce -2.9% | 979 | $138K |
| Eastern Bank | 0.00% | Add +5476.5% | 948 | $134K |
| Curio Wealth, LLC | 0.05% | Reduce -5.0% | 930 | $133K |
| MV Capital Management, Inc. | 0.01% | No change | 928 | $131K |
| DT Investment Partners, LLC | 0.01% | No change | 860 | $121K |
| SageView Advisory Group, LLC | 0.00% | New | 858 | $121K |
| CENTRAL TRUST Co | 0.00% | New | 848 | $120K |
| Clarity Asset Management, Inc. | 0.06% | Add +0.1% | 814 | $115K |
| Triumph Capital Management | 0.02% | New | 811 | $114K |
| Cape Investment Advisory, Inc. | 0.03% | New | 741 | $105K |
| Financial Gravity Asset Management, Inc. | 0.02% | No change | 710 | $100K |
| First Command Advisory Services, Inc. | 0.00% | No change | 706 | $100K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 626 | $88K |
| Rossby Financial, LCC | 0.03% | Add +43.2% | 610 | $86K |
| Golden State Wealth Management, LLC | 0.01% | No change | 553 | $78K |
| Pflug Koory, LLC | 0.04% | Add +0.2% | 546 | $77K |
| Mascoma Wealth Management LLC | 0.01% | No change | 485 | $68K |
| SouthState Bank Corp | 0.00% | No change | 480 | $68K |
| Larson Financial Group LLC | 0.00% | Reduce -3.0% | 454 | $64K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 453 | $64K |
| Wellington Grp LLC | 0.02% | — | 442 | $62K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 433 | $61K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 393 | $58K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | No change | 405 | $57K |
| Harbor Asset Planning, Inc. | 0.05% | Add +40.6% | 402 | $57K |
| Richards, Merrill & Peterson, Inc. | 0.02% | New | 375 | $53K |
| Bare Financial Services, Inc | 0.01% | No change | 355 | $50K |
| Angeles Wealth Management, LLC | 0.00% | No change | 355 | $50K |
| Signaturefd, LLC | 0.00% | No change | 341 | $48K |
| Vision Retirement, LLC | 0.01% | — | 335 | $47K |
| Strive Financial Group ,LLC | 0.02% | — | 300 | $42K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 298 | $42K |
| Redmont Wealth Advisors LLC | 0.06% | No change | 297 | $42K |
| MTM Investment Management, LLC | 0.01% | No change | 281 | $40K |
| Key Financial Inc | 0.01% | Add +511.1% | 275 | $39K |
| Franklin Resources Inc. | 0.00% | No change | 271 | $38K |
| Robinswood Financial LLC | 0.01% | No change | 253 | $36K |
| Clearstead Trust, LLC | 0.01% | No change | 253 | $36K |
| First Horizon Corp. | 0.00% | No change | 246 | $35K |
| Bullseye Investment Management, LLC | 0.02% | New | 245 | $35K |
| Bay Harbor Wealth Management, LLC | 0.01% | New | 237 | $33K |
| Dynamic Wealth Strategies, LLC | 0.02% | No change | 229 | $32K |
| Kilter Group LLC | 0.01% | No change | 221 | $31K |
| Adirondack Trust Co. | 0.01% | No change | 210 | $30K |
| Root Financial Partners, LLC | 0.00% | Reduce -0.5% | 206 | $29K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +17.0% | 186 | $26K |
| Tucker Asset Management LLC | 0.01% | New | 186 | $26K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 165 | $23K |
| Signature Resources Capital Management, LLC | 0.01% | New | 160 | $23K |
| St Germain D J Co. Inc. | 0.00% | No change | 157 | $22K |
| Lanark Financial, Inc. | 0.00% | No change | 152 | $21K |
| Seneschal Advisors, LLC | 0.02% | No change | 150 | $21K |
| Birchbrook, Inc. | 0.01% | New | 150 | $21K |
| Anchor Investment Management, LLC | 0.00% | No change | 148 | $21K |
| Hantz Financial Services, Inc. | 0.00% | No change | 140 | $20K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 141 | $20K |
| Costello Asset Management, INC | 0.01% | Add +1.4% | 140 | $20K |
| NFSG Corp | 0.00% | New | 137 | $19K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 136 | $19K |
| Rothschild Investment LLC | 0.00% | No change | 128 | $18K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | — | 127 | $18K |
| Signature Equity Partners, LLC | 0.01% | — | 116 | $16K |
| Financial Avengers, Inc. | 0.01% | No change | 101 | $14K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 100 | $14K |
| City State Bank | 0.00% | No change | 100 | $14K |
| Blue Trust, Inc. | 0.00% | New | 100 | $14K |
| Tsfg, LLC | 0.00% | No change | 100 | $14K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 97 | $14K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 87 | $12K |
| Ancora Advisors LLC | 0.00% | New | 87 | $12K |
| Allianz SE | 0.00% | No change | 87 | $12K |
| Quattro Advisors LLC | 0.01% | — | 82 | $12K |
| First Community Trust NA | 0.01% | No change | 80 | $11K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -2.6% | 75 | $11K |
| NBT Bank, N.A. | 0.00% | Add +2.2% | 141 | $10K |
| Bellevue Asset Management, LLC | 0.00% | No change | 70 | $10K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 67 | $9K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 50 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 31 | $4K |
| Princeton Global Asset Management LLC | 0.00% | New | 29 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | — | 25 | $4K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 18 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 17 | $2K |
| Pacific Center for Financial Services | 0.00% | No change | 12 | $2K |
| Proathlete Wealth Management LLC | 0.00% | No change | 11 | $2K |
"% of holder's portfolio" is MGV's weight in each manager's 13F, not the share of Vngrd Mrgstr MG CP VL ETF-Ui the manager owns.