Vngrd Mrgstr MG CP VL ETF-UiMGVETF
13F holders, Q1 2026 (March 31)573holders +28
58new positions
27sold out
4famous investors
$144.97avg. 13F price*
At the end of Q1 2026, 573 institutions reported holding Vngrd Mrgstr MG CP VL ETF-Ui (MGV) in their 13F filings, up 28 from Q4 2025. 58 opened new positions and 27 sold out. The largest holders were Assetmark, Inc. ($2.3B), Bank of America Corp. ($672.5M) and Morgan Stanley ($444.6M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vngrd Mrgstr MG CP VL ETF-Ui
- Filed as
- VANGUARD WORLD FD (Q1 2026)
- CUSIP
- 921910840
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $64.0M |
| Exits | 27 | $58.7M |
All 13F filers, Q4 2025 → Q1 2026: 2,983,436 shares bought and 1,184,277 shares sold, net +1,799,159 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 573 holders
| Assetmark, Inc. | 4.61% | Add +1.1% | 15,596,695 | $2.3B |
| Bank of America Corp. | 0.05% | Add +2.6% | 4,639,212 | $672.5M |
| Morgan Stanley | 0.03% | Add +2.9% | 3,067,407 | $444.6M |
| Ameriprise Financial Inc. | 0.08% | Add +2.5% | 2,279,226 | $330.4M |
| UBS Group AG | 0.04% | Reduce -4.1% | 1,726,345 | $250.2M |
| Merit Financial Group, LLC | 1.44% | Add +6.0% | 1,336,897 | $193.8M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -2.5% | 1,271,201 | $184.3M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -5.1% | 1,160,993 | $168.3M |
| LPL Financial LLC | 0.04% | Add +0.9% | 1,083,447 | $157.0M |
| Wells Fargo & Company | 0.03% | Reduce -0.0% | 1,004,572 | $145.6M |
| HighTower Advisors, LLC | 0.13% | Reduce -0.3% | 835,188 | $121.1M |
| Raymond James Financial Inc. | 0.04% | Add +9.9% | 789,955 | $114.5M |
| Black Diamond Financial, LLC | 11.66% | Reduce -5.1% | 737,261 | $106.9M |
| Vantagepoint Investment Advisers LLC | 0.90% | Reduce -3.6% | 733,157 | $106.3M |
| Royal Bank of Canada | 0.02% | Add +8.5% | 727,459 | $105.4M |
| Osaic Holdings, Inc. | 0.15% | Add +221.9% | 694,008 | $100.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -0.8% | 592,624 | $84.5M |
| Sequoia Financial Advisors, LLC | 0.44% | Reduce -3.4% | 546,743 | $79.3M |
| Rockefeller Capital Management L.P. | 0.12% | Add +2.2% | 484,201 | $70.2M |
| Strategic Investment Advisors / MI | 4.35% | Add +30.9% | 434,386 | $63.0M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -3.0% | 385,854 | $55.9M |
| Baird Financial Group, Inc. | 0.09% | Add +6.7% | 383,484 | $55.6M |
| Praetorian Wealth Management, Inc. | 10.46% | Add +5.6% | 368,740 | $55.0M |
| Kestra Advisory Services, LLC | 0.21% | Add +9.7% | 374,801 | $54.3M |
| Prosperity Consulting Group, LLC | 2.41% | Add +1.0% | 373,096 | $54.1M |
| Petredis Investment Advisors LLC | 4.36% | Add +1.0% | 367,428 | $53.3M |
| Stifel Financial Corp. | 0.05% | Add +3.9% | 365,764 | $53.0M |
| Cetera Investment Advisers | 0.05% | Add +7.3% | 342,048 | $49.6M |
| Apriem Advisors | 4.36% | Add +24.5% | 315,383 | $45.7M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -14.5% | 292,019 | $42.3M |
| Pure Financial Advisors, LLC | 0.61% | Reduce -2.0% | 290,904 | $42.2M |
| Cerity Partners LLC | 0.05% | Add +1587.5% | 260,748 | $38.4M |
| BHK Investment Advisors, LLC | 10.68% | Reduce -4.5% | 220,541 | $32.0M |
| BTG Pactual Asset Management US LLC | 3.07% | Add +10.4% | 214,276 | $31.1M |
| Smartleaf Asset Management LLC | 1.12% | Reduce -1.7% | 216,700 | $30.9M |
| Bernardo Wealth Planning LLC | 6.01% | Reduce -3.9% | 211,847 | $30.7M |
| Integrated Capital Management, LLC | 12.60% | Add +2.5% | 206,175 | $29.9M |
| Braeburn Wealth Management LLC | 16.73% | Add +10.2% | 201,924 | $29.3M |
| Capital Advantage, Inc. | 3.75% | Add +0.2% | 197,725 | $28.7M |
| Zeit Capital LLC | 18.33% | Reduce -0.6% | 188,930 | $27.4M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +974.3% | 183,332 | $26.6M |
| Titleist Asset Management, LLC | 2.00% | Add +13.1% | 183,109 | $26.5M |
| ETF Portfolio Partners, Inc. | 6.71% | Add +0.9% | 176,325 | $25.6M |
| Leavell Investment Management, Inc. | 1.05% | Add +4.2% | 176,079 | $25.5M |
| Graney & King, LLC | 13.61% | Add +3.3% | 174,183 | $25.2M |
| Blue Edge Capital, LLC | 3.05% | Reduce -9.8% | 158,616 | $23.0M |
| Savant Capital, LLC | 0.11% | Add +0.1% | 158,587 | $23.0M |
| Breakwater Capital Group | 3.04% | Add +7.0% | 156,391 | $22.7M |
| Bison Wealth, LLC | 2.16% | Add +3.1% | 143,077 | $22.2M |
| Marmo Financial Group, LLC | 10.86% | Add +0.3% | 151,239 | $21.9M |
| Wealthcare Advisory Partners LLC | 0.42% | Add +1.3% | 149,185 | $21.6M |
| Sheridan Capital Management, LLC | 11.40% | Add +3.0% | 149,182 | $21.6M |
| Avior Wealth Management, LLC | 0.61% | Reduce -22.4% | 148,688 | $21.5M |
| AllGen Financial Advisors, Inc. | 5.05% | Reduce -10.1% | 146,723 | $21.3M |
| Harbour Investments, Inc. | 0.32% | Add +3.3% | 142,839 | $20.7M |
| Select Asset Management & Trust | 6.31% | Add +32.4% | 139,351 | $20.2M |
| Means Investment Co., Inc. | 1.73% | Reduce -2.2% | 136,710 | $19.8M |
| Arax Advisory Partners | 0.53% | Add +5.0% | 130,063 | $18.9M |
| Cresset Asset Management, LLC | 0.08% | Add +0.6% | 125,966 | $18.3M |
| Kickstand Ventures, Llc. | 3.73% | Add +1.3% | 122,075 | $17.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.31% | Add +2.5% | 121,428 | $17.6M |
| D.A. Davidson & Co. | 0.11% | Add +3.2% | 119,478 | $17.3M |
| Pachira Investments Inc. | 7.97% | Add +17.6% | 117,715 | $17.1M |
| Waverly Advisors, LLC | 0.12% | Add +1.3% | 113,403 | $16.4M |
| Retirement Management Systems Inc. | 3.96% | Reduce -1.3% | 113,341 | $16.4M |
| US Bancorp \de | 0.02% | Add +1.0% | 111,627 | $16.2M |
| Annex Advisory Services, LLC | 0.30% | Add +20.5% | 111,415 | $16.1M |
| Creative Planning | 0.01% | Add +1.2% | 103,341 | $15.0M |
| Mercer Global Advisors Inc. | 0.02% | Add +262.6% | 102,245 | $14.8M |
| Avid Wealth Partners LLC | 6.91% | Add +5.4% | 100,874 | $14.6M |
| Private Advisor Group, LLC | 0.07% | Add +2.6% | 97,914 | $14.2M |
| HB Wealth Management, LLC | 0.09% | Reduce -0.0% | 97,653 | $14.2M |
| MML Investors Services, LLC | 0.04% | Reduce -14.7% | 94,163 | $13.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +5.9% | 91,350 | $13.2M |
| Jones Financial Companies LLLP | 0.01% | Add +17.3% | 92,199 | $13.2M |
| Stephens Inc. | 0.16% | Add +6.8% | 90,359 | $13.1M |
| Sanctuary Advisors, LLC | 0.07% | Add +2.5% | 88,554 | $12.8M |
| Ameritas Advisory Services, LLC | 0.50% | Reduce -1.4% | 88,083 | $12.8M |
| Arq Wealth Advisors, LLC | 2.19% | Add +0.8% | 83,927 | $12.2M |
| Gateway Wealth Partners, LLC | 0.46% | New | 80,939 | $11.7M |
| Allstreet Capital Advisors LLC | 8.59% | Reduce -1.4% | 80,095 | $11.6M |
| James J. Burns & Company, LLC | 1.56% | Reduce -2.7% | 79,569 | $11.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -7.0% | 77,670 | $11.3M |
| Janney Montgomery Scott LLC | 0.03% | Add +0.6% | 75,505 | $10.9M |
| Modera Wealth Management, LLC | 0.13% | Add +1.7% | 74,772 | $10.8M |
| PFG Private Wealth Management, LLC | 4.59% | Add +49.8% | 74,609 | $10.8M |
| Amara Financial, Llc. | 7.25% | Add +26.7% | 72,513 | $10.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.5% | 72,062 | $10.4M |
| Crumly & Associates Inc. | 2.17% | Reduce -28.8% | 71,365 | $10.3M |
| Capital Planning LLC | 3.35% | Add +14.2% | 71,058 | $10.3M |
| WealthShield Partners, LLC | 1.14% | Reduce -0.5% | 70,828 | $10.3M |
| Wealthfront Advisers LLC | 0.02% | Add +7.6% | 69,186 | $10.0M |
| Howe & Rusling Inc. | 0.65% | Add +12.1% | 68,376 | $9.9M |
| Quadcap Wealth Management, LLC | 1.11% | Reduce -9.1% | 67,028 | $9.7M |
| Captrust Financial Advisors | 0.02% | Add +33.5% | 61,122 | $8.9M |
| Mayfair Advisory Group, LLC | 3.06% | Add +9.3% | 60,364 | $8.7M |
| Gladwyn Financial Advisors, Inc. | 5.89% | Reduce -0.0% | 58,413 | $8.5M |
| Fingerlakes Wealth Management, Inc. | 5.36% | Add +9.3% | 55,723 | $8.1M |
| Tudor Investment Corporation | 0.04% | New | 52,172 | $7.6M |
| Fiduciary Alliance LLC | 0.46% | Reduce -2.9% | 50,684 | $7.6M |
| Colorado Capital Management, Inc. | 2.70% | Add +9.9% | 49,905 | $7.2M |
| EverSource Wealth Advisors, LLC | 0.22% | Add +58.0% | 49,571 | $7.2M |
| Fifth Third Bancorp | 0.01% | New | 49,222 | $7.1M |
| Capstone Wealth Management Group, LLC | 2.90% | Add +2.6% | 47,733 | $6.9M |
| Planning Directions Inc. | 3.26% | Add +2.8% | 44,376 | $6.4M |
| Compass Planning Associates Inc | 4.09% | Add +21.9% | 44,086 | $6.4M |
| Phillips Financial Management, LLC | 0.46% | Reduce -19.7% | 43,486 | $6.3M |
| Quattro Financial Advisors LLC | 1.88% | Add +7.6% | 42,848 | $6.2M |
| Veridan Wealth LLC | 2.33% | Reduce -0.3% | 42,690 | $6.2M |
| TFB Advisors LLC | 3.22% | Reduce -34.6% | 42,409 | $6.1M |
| Mariner, LLC | 0.01% | Reduce -4.8% | 41,850 | $6.1M |
| Texas Capital Bank Wealth Management Services Inc | 0.35% | Reduce -0.8% | 40,827 | $5.9M |
| Resolute Advisors LLC | 2.42% | Add +0.6% | 40,306 | $5.8M |
| Waystone Advisors LLC | 5.20% | Reduce -1.1% | 40,127 | $5.8M |
| Atria Investments, Inc | 0.06% | Reduce -0.9% | 39,948 | $5.8M |
| Centaurus Financial, Inc. | 0.27% | Add +3.2% | 38,627 | $5.6M |
| Cornerstone Financial Management LLC | 4.93% | Add +0.3% | 37,099 | $5.4M |
| Center For Asset Management LLC | 2.67% | Reduce -1.8% | 37,087 | $5.4M |
| Westwood Holdings Group Inc. | 0.04% | Add +0.6% | 36,654 | $5.3M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.71% | Reduce -1.2% | 36,281 | $5.3M |
| Brookstone Capital Management | 0.06% | Add +905.0% | 35,737 | $5.2M |
| Trademark Financial Management, LLC | 2.51% | Add +30.7% | 35,403 | $5.1M |
| Avant Capital LLC | 3.56% | Reduce -2.8% | 34,891 | $5.1M |
| BSW Wealth Partners | 0.61% | Reduce -5.8% | 34,290 | $5.0M |
| Calton & Associates, Inc. | 0.71% | Reduce -12.4% | 34,214 | $5.0M |
| Mutual Advisors, LLC | 0.11% | Reduce -9.2% | 33,969 | $4.9M |
| Diversify Wealth Management, LLC | 0.09% | New | 32,431 | $4.9M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -4.7% | 33,493 | $4.9M |
| Milestone Asset Management Group, LLC | 2.81% | Add +6.2% | 33,197 | $4.8M |
| Principle Wealth Partners LLC | 0.27% | Reduce -3.0% | 33,095 | $4.8M |
| Mgo One Seven LLC | 0.09% | Reduce -15.6% | 32,176 | $4.7M |
| HUB Investment Partners, LLC | 0.11% | Add +1101.2% | 32,025 | $4.6M |
| Wesbanco Bank Inc. | 0.13% | Add +0.2% | 31,374 | $4.5M |
| Entelevest, LLC | 4.65% | Add +6.0% | 31,168 | $4.5M |
| FMR LLC | 0.00% | Add +19.4% | 31,051 | $4.5M |
| Breakwater Investment Management | 1.63% | Reduce -2.8% | 30,151 | $4.4M |
| Creative Financial Designs Inc. | 0.26% | Reduce -15.7% | 29,893 | $4.3M |
| WNY Asset Management, LLC | 0.45% | — | 29,772 | $4.3M |
| LifeWealth Investments, LLC | 1.28% | Add +21.1% | 29,612 | $4.3M |
| WPG Advisers, LLC | 3.16% | Reduce -0.1% | 29,606 | $4.3M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -2.3% | 29,145 | $4.2M |
| Boyd Wealth Management, LLC | 1.75% | Reduce -1.4% | 28,572 | $4.1M |
| Hidden Cove Wealth Management, LLC | 2.64% | New | 28,372 | $4.1M |
| CVA Family Office, LLC | 0.43% | Reduce -0.3% | 28,091 | $4.1M |
| Checchi Capital Advisers, LLC | 0.28% | Reduce -0.1% | 28,051 | $4.1M |
| CreativeOne Wealth, LLC | 0.09% | Add +17.8% | 27,965 | $4.1M |
| Encompass Wealth Advisors, LLC | 1.41% | Reduce -3.7% | 27,956 | $4.1M |
| Kintra Wealth, LLC | 0.28% | New | 27,474 | $4.0M |
| Summit Trail Advisors, LLC | 0.06% | Add +208.2% | 27,180 | $3.9M |
| Lido Advisors, LLC | 0.02% | Add +2.9% | 26,999 | $3.9M |
| Pinnacle Bancorp, Inc. | 1.15% | Add +5.0% | 26,770 | $3.9M |
| Arkadios Wealth Advisors | 0.06% | Add +321.4% | 26,535 | $3.8M |
| Richard P Slaughter Associates Inc | 0.83% | Add +0.9% | 26,490 | $3.8M |
| AQR Capital Management | 0.00% | Add +0.0% | 25,865 | $3.7M |
| Equitable Holdings, Inc. | 0.02% | Reduce -9.1% | 26,529 | $3.7M |
| Tradition Wealth Management, LLC | 0.26% | Add +0.6% | 25,136 | $3.6M |
| Vanguard Advisers Inc. | 0.01% | — | 24,912 | $3.6M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -1.7% | 24,829 | $3.6M |
| &partners | 0.02% | Add +0.3% | 24,803 | $3.6M |
| MAI Capital Management | 0.02% | Add +0.3% | 24,635 | $3.6M |
| Macro Advisors, Inc. | 1.47% | — | 24,556 | $3.6M |
| Silverlake Wealth Management LLC | 0.75% | Add +3.0% | 24,439 | $3.5M |
| Cresta Advisors, Ltd. | 1.43% | Add +9.1% | 24,151 | $3.5M |
| Glass Jacobson Investment Advisors llc | 1.19% | Add +0.2% | 23,857 | $3.5M |
| Waterloo Capital, L.P. | 0.24% | Add +682.1% | 23,730 | $3.4M |
| Stirlingshire Investments, Inc. | 2.96% | Add +48.0% | 23,293 | $3.4M |
| Perryman Financial Advisory Inc. | 0.48% | Add +4.7% | 22,159 | $3.2M |
| Ifrah Financial Services, Inc. | 0.84% | Reduce -2.2% | 21,816 | $3.2M |
| Worth Asset Management, LLC | 1.16% | New | 21,484 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -38.1% | 21,459 | $3.1M |
| HighPoint Advisor Group LLC | 0.13% | Add +0.1% | 20,998 | $3.0M |
| Truist Financial Corp. | 0.00% | Add +7.5% | 20,982 | $3.0M |
| Mather Group, Llc. | 0.03% | Reduce -1.9% | 20,275 | $2.9M |
| Olistico Wealth, LLC | 1.44% | New | 20,188 | $2.9M |
| Independent Financial Group, LLC | 0.06% | Add +22.7% | 19,812 | $2.9M |
| Maridea Wealth Management LLC | 0.41% | Reduce -2.7% | 19,602 | $2.8M |
| Florida Financial Advisors, LLC | 0.68% | Add +20.2% | 19,485 | $2.8M |
| Strategic Financial Partners, Ltd. | 1.20% | Reduce -3.2% | 19,187 | $2.8M |
| Argent Trust Co | 0.09% | Add +9.0% | 19,080 | $2.8M |
| Quantinno Capital Management LP | 0.00% | Add +68.4% | 19,025 | $2.8M |
| Ascent Group, LLC | 0.10% | Reduce -11.0% | 18,991 | $2.8M |
| Blair William & Co. | 0.01% | Reduce -47.2% | 18,984 | $2.8M |
| Roberts Glore & Co. Inc. | 0.75% | Add +0.6% | 18,903 | $2.7M |
| Choreo, LLC | 0.03% | Add +0.5% | 18,664 | $2.7M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +1.6% | 18,464 | $2.7M |
| Grantvest Financial Group LLC | 1.73% | Add +1.7% | 18,394 | $2.7M |
| First National Bank of Omaha | 0.08% | Add +3.9% | 17,780 | $2.6M |
| Allworth Financial LP | 0.01% | Add +0.4% | 17,656 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | New | 17,255 | $2.5M |
| Wealthcare Capital Partners, LLC | 1.16% | Reduce -3.2% | 17,112 | $2.5M |
| Focus Partners Wealth | 0.00% | Add +8.7% | 16,579 | $2.4M |
| Bank of Hawaii | 0.12% | Add +5.3% | 16,346 | $2.4M |
| Sax Wealth Advisors, LLC | 0.11% | No change | 16,560 | $2.3M |
| Horizon Investment Services, LLC | 0.81% | Add +3.5% | 16,004 | $2.3M |
| Stonebridge Financial Planning Group, LLC | 0.85% | Reduce -0.4% | 15,981 | $2.3M |
| OneAscent Wealth Management LLC | 0.75% | Add +16.6% | 15,564 | $2.3M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +0.3% | 15,513 | $2.2M |
| Silicon Valley Capital Partners | 0.22% | Reduce -12.8% | 15,499 | $2.2M |
| Simon Quick Advisors, LLC | 0.10% | Add +0.1% | 15,473 | $2.2M |
| Zhang Financial LLC | 0.08% | Add +0.1% | 15,196 | $2.2M |
| Snowden Capital Advisors LLC | 0.06% | Add +4.4% | 15,187 | $2.2M |
| Pacific Excel Wealth Advisors, Inc. | 2.27% | Add +68.6% | 14,893 | $2.2M |
| Hilltop Wealth Advisors, LLC | 1.29% | Reduce -0.3% | 14,892 | $2.2M |
| Hazlett, Burt & Watson, Inc. | 0.66% | Add +0.1% | 14,560 | $2.1M |
| Revisor Wealth Management LLC | 0.56% | Add +6.8% | 14,113 | $2.0M |
| Silver Oak Securities, Incorporated | 0.15% | Add +316.1% | 14,089 | $2.0M |
| EP Wealth Advisors, LLC | 0.01% | Add +2.2% | 14,024 | $2.0M |
| Merited Wealth, LLC | 1.64% | Add +8.6% | 13,612 | $2.0M |
| Renaissance Technologies | 0.00% | Reduce -22.7% | 13,600 | $2.0M |
| Finward Bancorp | 1.55% | Reduce -0.7% | 13,414 | $1.9M |
| CIBC Bancorp USA Inc. | 0.00% | — | 13,316 | $1.9M |
| Cwm, LLC | 0.00% | Reduce -9.7% | 12,961 | $1.9M |
| Integrated Wealth Concepts LLC | 0.01% | Add +349.6% | 12,954 | $1.9M |
| VSM Wealth Advisory, LLC | 0.55% | Add +8.1% | 12,733 | $1.8M |
| DMKC Advisory Services, LLC | 0.75% | No change | 12,446 | $1.8M |
| Sowell Financial Services LLC | 0.07% | Reduce -0.2% | 12,357 | $1.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Add +78.1% | 12,345 | $1.8M |
| Northern Trust Corp. | 0.00% | Reduce -1.7% | 11,778 | $1.7M |
| PFG Advisors | 0.08% | Add +4.2% | 11,700 | $1.7M |
| Gotham Asset Management | 0.01% | Reduce -3.5% | 11,560 | $1.7M |
| Procyon Advisors, LLC | 0.08% | Reduce -1.4% | 11,345 | $1.6M |
| Causey Wealth LLC | 0.70% | Add +5.7% | 11,306 | $1.6M |
| Bank of Montreal | 0.00% | Add +25.2% | 11,183 | $1.6M |
| Matthew Goff Investment Advisor, LLC | 0.27% | New | 11,018 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +0.6% | 10,964 | $1.6M |
| Alliancebernstein L.P. | 0.00% | Add +180.9% | 11,016 | $1.6M |
| Ballentine Partners, LLC | 0.02% | No change | 10,700 | $1.6M |
| WT Wealth Management | 0.46% | New | 10,670 | $1.5M |
| Harpswell Capital Advisors, LLC | 1.14% | Add +8.4% | 10,606 | $1.5M |
| Corient Private Wealth LP | 0.00% | Add +0.6% | 13,346 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -12.1% | 10,396 | $1.5M |
| CoreCap Advisors, LLC | 0.05% | Add +9.0% | 10,371 | $1.5M |
| Sigma Planning Corp | 0.04% | Reduce -35.1% | 9,859 | $1.4M |
| Rwa Wealth Partners, LLC | 0.02% | Add +1.7% | 9,780 | $1.4M |
| Regions Financial Corp. | 0.01% | No change | 9,736 | $1.4M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -0.7% | 9,549 | $1.4M |
| CFC Planning Co LLC | 0.97% | Add +19.7% | 9,254 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Reduce -25.6% | 9,146 | $1.3M |
| Summit Financial, LLC | 0.02% | Reduce -6.1% | 8,931 | $1.3M |
| High Net Worth Advisory Group LLC | 0.30% | No change | 8,813 | $1.3M |
| Ogorek Anthony Joseph /NY/ | 0.34% | Reduce -34.6% | 8,641 | $1.3M |
| Salem Investment Counselors Inc. | 0.04% | Add +56.7% | 8,379 | $1.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +406.7% | 8,350 | $1.2M |
| Oxinas Partners, LLC | 0.54% | Add +10.5% | 8,142 | $1.2M |
| Blackston Financial Advisory Group, LLC | 0.74% | Reduce -2.9% | 8,109 | $1.2M |
| SCS Capital Management LLC | 0.01% | Add +0.6% | 8,007 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Add +153.4% | 7,987 | $1.2M |
| World Investment Advisors | 0.02% | Add +3.6% | 7,955 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 7,860 | $1.1M |
| M&T Bank Corp | 0.00% | No change | 7,705 | $1.1M |
| Visionary Wealth Advisors | 0.05% | Add +3.2% | 7,616 | $1.1M |
| Americana Partners, LLC | 0.03% | No change | 7,594 | $1.1M |
| Moneco Advisors, LLC | 0.09% | Reduce -44.3% | 7,586 | $1.1M |
| Rehmann Capital Advisory Group | 0.06% | Reduce -9.8% | 7,413 | $1.1M |
| Private Wealth Group, LLC | 0.50% | No change | 7,354 | $1.1M |
| Crane Advisory, LLC | 0.16% | No change | 7,126 | $1.1M |
| Level Four Advisory Services, LLC | 0.03% | Reduce -23.4% | 7,339 | $1.1M |
| Koshinski Asset Management, Inc. | 0.07% | Add +0.1% | 7,243 | $1.0M |
| Arcadia Investment Advisors LLC | 0.49% | Reduce -63.1% | 7,174 | $1.0M |
| Flagship Wealth Advisors, LLC | 0.45% | Reduce -42.8% | 7,897 | $1.0M |
| Crescent Grove Advisors, LLC | 0.10% | No change | 7,056 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +18.7% | 7,054 | $1.0M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +0.4% | 7,032 | $1.0M |
| Hudock, Inc. | 0.15% | Add +2.0% | 6,978 | $1.0M |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -5.1% | 6,966 | $1.0M |
| IFP Advisors, Inc | 0.02% | Add +9.1% | 6,934 | $1.0M |
| Old National Bancorp | 0.02% | No change | 6,786 | $984K |
| Cornerstone Financial Group, LLC | 0.63% | Reduce -8.2% | 6,451 | $981K |
| Wealthcare Capital Management LLC | 0.10% | Add +0.6% | 6,745 | $978K |
| Legacy Wealth Managment, LLC | 0.49% | Add +2.1% | 6,743 | $977K |
| Keystone Financial Group | 0.06% | Add +4.3% | 6,512 | $944K |
| StoneX Group Inc. | 0.05% | Reduce -3.4% | 6,497 | $942K |
| First National Advisers, LLC | 0.14% | No change | 6,460 | $936K |
| Simplicity Wealth,LLC | 0.05% | Add +86.6% | 6,425 | $931K |
| Miramontes Capital, LLC | 0.32% | No change | 6,380 | $925K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -0.1% | 6,340 | $919K |
| Kingswood Wealth Advisors, LLC | 0.04% | New | 6,273 | $909K |
| Flow Traders U.S. LLC | 0.03% | New | 6,164 | $893K |
| Cardiff Park Advisors, LLC | 0.07% | Add +14.1% | 6,070 | $880K |
| Hilltop Holdings Inc. | 0.08% | Reduce -1.2% | 6,070 | $880K |
| Cyndeo Wealth Partners, LLC | 0.05% | Reduce -6.4% | 5,928 | $859K |
| Focus Financial Network, Inc. | 0.03% | Add +151.3% | 5,892 | $854K |
| Virtu Financial LLC | 0.04% | New | 5,820 | $844K |
| AE Wealth Management LLC | 0.00% | Add +16.1% | 5,728 | $830K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +8.0% | 5,721 | $829K |
| Western Wealth Management, LLC | 0.03% | Add +0.4% | 5,712 | $828K |
| Colton Groome Financial Advisors, LLC | 0.24% | Reduce -7.1% | 5,707 | $827K |
| GreatBanc Trust CO | 0.58% | Add +89.2% | 5,673 | $822K |
| Mars Jewett Financial Group, Inc. | 0.26% | New | 5,631 | $816K |
| Raab & Moskowitz Asset Management LLC | 0.18% | Reduce -1.0% | 5,609 | $813K |
| Addison Advisors LLC | 0.18% | Add +18.6% | 5,575 | $808K |
| Synergy Investment Management, LLC | 0.26% | No change | 5,550 | $804K |
| Creekside Partners | 0.33% | No change | 5,544 | $804K |
| Independent Advisor Alliance | 0.01% | New | 5,523 | $800K |
| Clark Capital Management Group, Inc. | 0.00% | Add +6.5% | 5,480 | $794K |
| Vicus Capital | 0.06% | Add +0.6% | 5,479 | $794K |
| Continuum Advisory, LLC | 0.08% | Add +2.3% | 5,449 | $790K |
| Wharton Business Group, LLC | 0.03% | No change | 5,410 | $784K |
| TRB Wealth Management, LLC | 0.11% | — | 5,357 | $776K |
| MidAtlantic Capital Management, Inc. | 0.53% | No change | 5,336 | $773K |
| New England Private Wealth Advisors LLC | 0.09% | Add +0.6% | 5,328 | $772K |
| O'ROURKE & COMPANY, Inc | 0.31% | Reduce -15.4% | 5,327 | $772K |
| Haverford Trust Co | 0.01% | No change | 5,315 | $770K |
| RFG Advisory, LLC | 0.01% | New | 5,286 | $766K |
| Mainsail Asset Management, LLC | 0.34% | No change | 5,215 | $756K |
| Landaas & Co. /Wi | 0.16% | No change | 5,186 | $752K |
| Rossmore Private Capital | 0.07% | Add +316.1% | 5,160 | $748K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -7.3% | 5,054 | $733K |
| Accurate Wealth Management, LLC | 0.09% | Add +2.6% | 4,875 | $725K |
| Wagner Wealth Management, LLC | 0.14% | No change | 4,894 | $709K |
| Independent Wealth Advisors LLC | 0.69% | Add +0.1% | 4,870 | $706K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -7.4% | 4,852 | $705K |
| Petix & Botte Co | 0.31% | Reduce -50.0% | 4,850 | $703K |
| Collaborative Wealth Managment Inc. | 0.32% | Reduce -1.7% | 4,814 | $698K |
| Noble Wealth Management PBC | 0.36% | Reduce -3.5% | 4,808 | $697K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 4,801 | $696K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,800 | $696K |
| Csenge Advisory Group | 0.03% | Add +0.5% | 4,771 | $692K |
| Strategic Investment Solutions, Inc. | 0.17% | Add +0.6% | 4,721 | $684K |
| Brighton Jones LLC | 0.02% | New | 4,707 | $682K |
| Richardson Financial Services Inc. | 0.42% | Reduce -0.1% | 4,623 | $670K |
| Bright Futures Wealth Management, LLC. | 0.46% | Add +3.4% | 4,621 | $670K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.0% | 4,596 | $666K |
| Comprehensive Financial Planning, Inc. | 0.46% | Add +0.6% | 4,549 | $659K |
| Foundations Investment Advisors, LLC | 0.01% | Add +9.4% | 4,515 | $655K |
| Marin Bay Wealth Advisors, LLC | 0.39% | New | 4,497 | $652K |
| Russell Investments Group, Ltd. | 0.00% | Add +9.0% | 4,431 | $642K |
| Optivise Advisory Services LLC | 0.39% | Add +10.3% | 4,432 | $642K |
| AlphaCore Capital LLC | 0.02% | Reduce -12.4% | 4,431 | $642K |
| International Assets Investment Management, LLC | 0.04% | Add +3.6% | 4,337 | $630K |
| Gallacher Capital Management LLC | 0.24% | Add +16.3% | 4,271 | $619K |
| Sentinel Pension Advisors, LLC | 0.09% | Add +2.6% | 4,260 | $617K |
| Wells Financial Advisors INC | 2.80% | Reduce -77.3% | 4,247 | $616K |
| Pinion Investment Advisors, LLC | 0.14% | Add +4.5% | 4,246 | $615K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +1.2% | 4,137 | $600K |
| Genesis Financial Group, LLC | 0.40% | No change | 4,130 | $599K |
| Turtle Creek Wealth Advisors, LLC | 0.04% | No change | 4,074 | $591K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -20.1% | 4,043 | $586K |
| Interchange Capital Partners, LLC | 0.18% | Add +62.2% | 4,487 | $578K |
| Entrust Financial LLC | 0.40% | Add +22.9% | 3,959 | $574K |
| Savvy Advisors, Inc. | 0.02% | New | 3,916 | $568K |
| Sonoma Private Wealth LLC | 0.70% | Add +35.3% | 3,908 | $566K |
| Bank of New York Mellon Corp | 0.00% | Add +1.4% | 3,908 | $566K |
| Martel Wealth Advisors LLC | 0.10% | Reduce -4.0% | 3,849 | $558K |
| Bell Bank | 0.02% | Add +0.9% | 3,824 | $554K |
| Goldstone Financial Group, LLC | 0.06% | Reduce -13.8% | 3,817 | $553K |
| Investment Research & Advisory Group, Inc. | 0.19% | Add +0.2% | 3,800 | $551K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.9% | 3,775 | $547K |
| OxenFree Capital LLC | 0.26% | Add +0.2% | 3,551 | $530K |
| Eagle Wealth Advisors LLC | 0.49% | No change | 3,641 | $528K |
| Waters Parkerson & Co., LLC | 0.03% | Add +0.6% | 3,586 | $520K |
| Pillar Financial Advisors, LLC | 0.30% | No change | 3,510 | $509K |
| Bay Capital Advisors, LLC | 0.31% | No change | 3,500 | $507K |
| Balefire, LLC | 0.10% | Add +8.0% | 3,497 | $507K |
| Westbourne Investments, Inc. | 0.24% | No change | 3,455 | $501K |
| Bessemer Group Inc. | 0.00% | No change | 3,370 | $488K |
| Duncan Williams Asset Management, LLC | 0.13% | No change | 3,354 | $486K |
| LWM Advisors Inc. | 0.42% | Add +0.6% | 3,326 | $482K |
| Fusion Family Wealth, LLC | 0.04% | No change | 3,290 | $477K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 3,258 | $472K |
| BCO Wealth Management LLC | 0.28% | No change | 3,242 | $470K |
| Avalon Trust Co | 0.03% | No change | 3,234 | $469K |
| Principal Securities, Inc. | 0.01% | Add +2.9% | 3,154 | $457K |
| NewEdge Wealth, LLC | 0.01% | Add +0.5% | 3,153 | $457K |
| Nemes Rush Group LLC | 0.04% | No change | 3,130 | $454K |
| Fort Sheridan Advisors LLC | 0.05% | Reduce -3.3% | 3,124 | $453K |
| Solutions 4 Wealth, Ltd | 0.65% | New | 2,990 | $433K |
| Main Street Financial Solutions, LLC | 0.03% | Add +0.0% | 2,951 | $428K |
| Rf&l Wealth Management, LLC | 0.32% | No change | 2,922 | $424K |
| Retirement Income Solutions, Inc. | 0.07% | No change | 2,865 | $415K |
| FSC Wealth Advisors, LLC | 7.92% | Reduce -84.5% | 2,861 | $415K |
| Endeavor Private Wealth, Inc. | 0.12% | No change | 2,861 | $415K |
| Caitlin John, LLC | 0.25% | Add +6.1% | 2,854 | $414K |
| Prestige Wealth Management Group LLC | 0.08% | No change | 2,822 | $409K |
| Welch Group, LLC | 0.02% | Reduce -8.4% | 2,813 | $408K |
| Berger Financial Group, Inc | 0.02% | Reduce -0.1% | 2,773 | $402K |
| Essex Financial Services, Inc. | 0.02% | No change | 2,757 | $400K |
| Ritholtz Wealth Management | 0.01% | Reduce -4.1% | 2,748 | $398K |
| Jefferies Financial Group Inc. | 0.01% | Add +0.6% | 2,712 | $393K |
| Financial Alternatives, Inc | 0.21% | No change | 2,702 | $392K |
| OneAscent Family Office, LLC | 0.27% | Add +25.9% | 2,636 | $382K |
| Kovack Advisors, Inc. | 0.02% | Add +21.1% | 2,617 | $380K |
| Garden State Investment Advisory Services LLC | 0.09% | Add +6.1% | 2,584 | $375K |
| Spire Wealth Management | 0.01% | Add +32.9% | 2,578 | $374K |
| Strategic Blueprint, LLC | 0.02% | No change | 2,558 | $371K |
| Sterling Investment Counsel, LLC | 0.10% | Add +35.2% | 2,556 | $370K |
| Rossby Financial, LCC | 0.08% | Add +317.1% | 2,544 | $370K |
| Valmark Advisers, Inc. | 0.00% | Add +4.0% | 2,546 | $369K |
| Park Avenue Securities LLC | 0.00% | Reduce -4.7% | 2,534 | $367K |
| Apeiron RIA LLC | 0.08% | No change | 2,498 | $362K |
| Parallel Advisors, LLC | 0.01% | No change | 2,484 | $360K |
| Spinnaker Trust | 0.02% | Reduce -4.9% | 2,467 | $358K |
| Aptus Capital Advisors, LLC | 0.00% | Add +9.1% | 2,457 | $356K |
| AA Financial Advisors, LLC | 0.05% | Add +3.7% | 2,442 | $354K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -0.0% | 2,419 | $351K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 2,377 | $345K |
| Cloud Capital Management, LLC | 0.15% | Add +5.7% | 2,322 | $336K |
| Verdence Capital Advisors LLC | 0.02% | New | 2,294 | $332K |
| Westco Advisory Services Inc. | 0.21% | Reduce -0.3% | 2,293 | $332K |
| AMG National Trust Bank | 0.01% | Add +9.1% | 2,290 | $332K |
| Plancorp, LLC | 0.01% | No change | 2,202 | $328K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +17.2% | 2,259 | $327K |
| CVFG LLC | 0.04% | No change | 2,230 | $323K |
| Aprio Wealth Management, LLC | 0.02% | New | 2,216 | $321K |
| Concorde Asset Management, LLC | 0.15% | Add +0.6% | 2,181 | $316K |
| LRI Investments, LLC | 0.03% | No change | 2,159 | $313K |
| Betterment LLC | 0.00% | Reduce -1.0% | 2,125 | $308K |
| M3 Advisory Group, LLC | 0.19% | Add +0.1% | 2,107 | $305K |
| Lazari Capital Management, Inc. | 0.11% | Reduce -3.2% | 2,102 | $305K |
| McClarren Financial Advisors, Inc. | 0.18% | Add +112.5% | 2,100 | $304K |
| Pacific Capital Wealth Advisors, Inc. | 0.05% | No change | 2,099 | $304K |
| Certified Advisory Corp | 0.03% | Reduce -2.8% | 2,097 | $304K |
| Antonelli Financial Advisors, LLC | 0.21% | Reduce -0.4% | 2,090 | $303K |
| Lockerman Financial Group, Inc. | 0.54% | Add +0.9% | 2,072 | $300K |
| Aspire Growth Partners LLC | 0.21% | Add +0.6% | 2,068 | $300K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +0.1% | 2,010 | $291K |
| Strategic Financial Concepts, LLC | 0.07% | New | 2,008 | $291K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 2,000 | $290K |
| RVW Wealth, LLC | 0.02% | No change | 2,000 | $290K |
| Global Trust Asset Management, LLC | 0.11% | Add +24.3% | 1,970 | $286K |
| Brown Wealth Management, LLC | 0.07% | Add +16.0% | 1,968 | $285K |
| IHT Wealth Management, LLC | 0.01% | Add +9.7% | 1,935 | $280K |
| Vanguard National Trust Co | 0.02% | — | 1,917 | $278K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Add +0.1% | 1,910 | $277K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -50.0% | 1,904 | $276K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 1,898 | $275K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 1,859 | $269K |
| Wedbush Securities Inc. | 0.01% | Reduce -30.8% | 1,859 | $269K |
| HRT Financial LP | 0.00% | New | 1,829 | $265K |
| Darrow Company, Inc. | 0.12% | No change | 1,845 | $263K |
| One Capital Management, LLC | 0.01% | Add +9.4% | 1,796 | $260K |
| VeraBank, N.A. | 0.05% | Reduce -2.8% | 1,769 | $256K |
| Sachetta, LLC | 0.14% | Add +0.3% | 1,767 | $256K |
| Primoris Wealth Advisors, LLC | 0.18% | New | 1,764 | $256K |
| Stonebridge Financial Group, LLC | 0.02% | Reduce -11.3% | 1,754 | $254K |
| Sageworth Trust Co | 0.01% | No change | 1,754 | $254K |
| Clarity Financial LLC | 0.03% | New | 1,750 | $254K |
| Rodgers & Associates, LTD | 0.03% | No change | 1,745 | $253K |
| Kingsman Wealth Management, Inc. | 0.14% | Add +0.6% | 1,733 | $251K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -78.6% | 1,729 | $251K |
| Dover Advisors, LLC | 0.10% | Reduce -15.9% | 1,677 | $243K |
| Private Trust Co. NA | 0.02% | No change | 1,660 | $241K |
| PFG Investments, LLC | 0.01% | Add +0.1% | 1,645 | $238K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 1,619 | $235K |
| Pacific Sun Financial Corp | 0.11% | Add +8.0% | 1,617 | $234K |
| Capital Management Associates, Inc | 0.05% | No change | 1,606 | $233K |
| Cornerstone Management, Inc. | 0.04% | No change | 1,591 | $231K |
| NWF Advisory Services Inc. | 0.03% | New | 1,586 | $230K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 1,570 | $228K |
| Manchester Financial Inc. | 0.04% | No change | 1,557 | $226K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 1,545 | $224K |
| Brooklyn Investment Group | 0.01% | New | 1,533 | $222K |
| SBI Securities Co., Ltd. | 0.01% | Add +4.2% | 1,505 | $218K |
| Perigon Wealth Management, LLC | 0.00% | No change | 1,500 | $217K |
| Jackson Square Capital, LLC | 0.04% | No change | 1,471 | $213K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +1.9% | 1,458 | $211K |
| Benjamin Edwards Inc. | 0.00% | No change | 1,457 | $211K |
| Flagstar Securities, Inc. | 0.08% | New | 1,448 | $210K |
| SC&H Financial Advisors, Inc. | 0.03% | No change | 1,448 | $210K |
| BlackRock, Inc. | 0.00% | No change | 1,438 | $208K |
| First Business Financial Services, Inc. | 0.02% | New | 1,411 | $205K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 1,404 | $204K |
| Heffernan Advisory, Inc. | 0.19% | New | 1,395 | $202K |
| Resurgent Financial Advisors LLC | 0.07% | New | 1,392 | $202K |
| Sollinda Capital Management LLC | 0.05% | Reduce -28.1% | 1,388 | $201K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 1,385 | $201K |
| Beaumont Financial Advisors, LLC | 0.01% | New | 1,381 | $200K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -29.2% | 1,320 | $191K |
| Adkins Seale Capital Management LLC | 0.19% | No change | 1,300 | $188K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 1,261 | $183K |
| Evolution Wealth Management Inc. | 0.13% | No change | 1,248 | $181K |
| Three Bearings Fiduciary Advisors, Inc. | 0.17% | Add +0.3% | 1,184 | $172K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -2.5% | 1,066 | $155K |
| Capital Analysts, LLC | 0.00% | No change | 979 | $142K |
| UMB Bank, n.a. | 0.00% | Reduce -14.4% | 941 | $136K |
| Curio Wealth, LLC | 0.05% | No change | 930 | $135K |
| Destiny Wealth Partners, LLC | 0.01% | New | 928 | $135K |
| MV Capital Management, Inc. | 0.01% | No change | 928 | $135K |
| DT Investment Partners, LLC | 0.01% | No change | 860 | $125K |
| CENTRAL TRUST Co | 0.00% | No change | 848 | $123K |
| Triumph Capital Management | 0.02% | Add +2.5% | 831 | $120K |
| Financial Gravity Asset Management, Inc. | 0.02% | No change | 710 | $103K |
| First Command Advisory Services, Inc. | 0.00% | No change | 706 | $102K |
| Sound Income Strategies, LLC | 0.00% | Reduce -49.5% | 676 | $98K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 667 | $97K |
| Pflug Koory, LLC | 0.04% | No change | 546 | $79K |
| Harbor Investment Advisory, LLC | 0.01% | New | 520 | $75K |
| IFG Advisory, LLC | 0.22% | New | 518 | $75K |
| Mascoma Wealth Management LLC | 0.01% | No change | 485 | $70K |
| Dunhill Financial, LLC | 0.02% | New | 485 | $70K |
| SouthState Bank Corp | 0.00% | No change | 480 | $70K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 453 | $68K |
| Signaturefd, LLC | 0.00% | Add +31.4% | 448 | $65K |
| Wellington Grp LLC | 0.02% | No change | 442 | $64K |
| Larson Financial Group LLC | 0.00% | Reduce -2.9% | 441 | $64K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 433 | $63K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | No change | 405 | $59K |
| Harbor Asset Planning, Inc. | 0.05% | Add +0.5% | 404 | $59K |
| Tower View Wealth Management LLC | 0.03% | New | 400 | $58K |
| City State Bank | 0.01% | Add +300.0% | 400 | $58K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 375 | $54K |
| Angeles Wealth Management, LLC | 0.00% | No change | 355 | $51K |
| Vision Retirement, LLC | 0.01% | No change | 335 | $49K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 304 | $44K |
| Bay Harbor Wealth Management, LLC | 0.01% | Add +25.7% | 298 | $43K |
| Strive Financial Group ,LLC | 0.02% | No change | 300 | $43K |
| MTM Investment Management, LLC | 0.01% | No change | 281 | $41K |
| Financial Life Planners | 0.03% | New | 276 | $40K |
| Key Financial Inc | 0.01% | No change | 275 | $40K |
| Franklin Resources Inc. | 0.00% | No change | 271 | $39K |
| Robinswood Financial LLC | 0.01% | No change | 253 | $37K |
| Clearstead Trust, LLC | 0.01% | No change | 253 | $37K |
| Bare Financial Services, Inc | 0.01% | Reduce -29.0% | 252 | $37K |
| Barclays PLC | 0.00% | New | 250 | $36K |
| Bullseye Investment Management, LLC | 0.02% | No change | 245 | $36K |
| First Horizon Corp. | 0.00% | Reduce -5.3% | 233 | $34K |
| Dynamic Wealth Strategies, LLC | 0.02% | No change | 229 | $33K |
| Tucker Asset Management LLC | 0.01% | Add +19.9% | 223 | $32K |
| Kilter Group LLC | 0.01% | No change | 221 | $32K |
| Adirondack Trust Co. | 0.01% | No change | 210 | $30K |
| Root Financial Partners, LLC | 0.00% | No change | 206 | $30K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 186 | $27K |
| Ascentis Independent Advisors | 0.00% | New | 180 | $26K |
| Signature Resources Capital Management, LLC | 0.01% | Add +4.4% | 167 | $24K |
| Hantz Financial Services, Inc. | 0.00% | Add +20.7% | 169 | $24K |
| St Germain D J Co. Inc. | 0.00% | No change | 157 | $23K |
| Lanark Financial, Inc. | 0.00% | No change | 152 | $22K |
| Seneschal Advisors, LLC | 0.02% | No change | 150 | $22K |
| Anchor Investment Management, LLC | 0.00% | No change | 148 | $21K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 141 | $20K |
| Costello Asset Management, INC | 0.01% | Add +0.7% | 141 | $20K |
| NFSG Corp | 0.00% | Add +0.7% | 138 | $20K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 136 | $20K |
| Rothschild Investment LLC | 0.00% | No change | 128 | $19K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 127 | $18K |
| Signature Equity Partners, LLC | 0.01% | No change | 116 | $17K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -63.8% | 108 | $16K |
| Strategic Wealth Advisors LLC | 0.01% | New | 105 | $15K |
| Financial Avengers, Inc. | 0.01% | No change | 101 | $15K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 100 | $14K |
| Basecamp Wealth Advisors LLC | 0.00% | New | 99 | $14K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 97 | $14K |
| Tsfg, LLC | 0.00% | No change | 100 | $14K |
| Operose Advisors LLC | 0.00% | New | 91 | $13K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 87 | $13K |
| Allianz SE | 0.00% | No change | 87 | $13K |
| Quadrant Capital Group LLC | 0.00% | Reduce -95.1% | 86 | $12K |
| Ballast Advisors LLC | 0.00% | New | 85 | $12K |
| First Community Trust NA | 0.01% | No change | 80 | $12K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 75 | $11K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 75 | $11K |
| Clarity Asset Management, Inc. | 0.01% | Reduce -90.9% | 74 | $11K |
| HM Payson & Co. | 0.00% | New | 72 | $10K |
| Bellevue Asset Management, LLC | 0.01% | Add +1.4% | 71 | $10K |
| NBT Bank, N.A. | 0.00% | Reduce -49.6% | 71 | $10K |
| Abound Wealth Management | 0.00% | New | 70 | $10K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 67 | $10K |
| Atlantic Union Bankshares Corp | 0.00% | New | 66 | $10K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 57 | $8K |
| Ancora Advisors LLC | 0.00% | Reduce -37.9% | 54 | $8K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 50 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | Add +188.2% | 49 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -75.8% | 40 | $6K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.9% | 40 | $6K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -91.1% | 35 | $5K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 31 | $4K |
| Princeton Global Asset Management LLC | 0.00% | No change | 29 | $4K |
| Citigroup Inc. | 0.00% | New | 25 | $4K |
| TopTier Wealth Management, LLC | 0.00% | New | 22 | $3K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 18 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 17 | $2K |
| Eastern Bank | 0.00% | Reduce -98.2% | 17 | $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.