Vngrd Mrgstr MG CP VL ETF-UiMGVETF
13F holders, Q2 2026 (June 30)604holders +31
62new positions
33sold out
5famous investors
$163.40avg. 13F price*
At the end of Q2 2026, 604 institutions reported holding Vngrd Mrgstr MG CP VL ETF-Ui (MGV) in their 13F filings, up 31 from Q1 2026. 62 opened new positions and 33 sold out. The largest holders were Assetmark, Inc. ($2.6B), Bank of America Corp. ($764.3M) and Morgan Stanley ($526.5M). 5 famous investors held it, including Paul Tudor Jones (0.1% 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 (Q2 2026)
- CUSIP
- 921910840
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $79.9M |
| Exits | 33 | $20.6M |
All 13F filers, Q1 2026 → Q2 2026: 3,315,575 shares bought and 870,763 shares sold, net +2,444,812 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 604 holders
| Assetmark, Inc. | 4.45% | Add +1.6% | 15,842,689 | $2.6B |
| Bank of America Corp. | 0.05% | Add +0.8% | 4,675,795 | $764.3M |
| Morgan Stanley | 0.03% | Add +5.0% | 3,220,989 | $526.5M |
| Ameriprise Financial Inc. | 0.08% | Add +8.0% | 2,461,240 | $402.3M |
| UBS Group AG | 0.05% | Add +3.7% | 1,790,527 | $292.7M |
| Merit Financial Group, LLC | 1.68% | Add +23.6% | 1,652,554 | $270.1M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -2.6% | 1,237,905 | $202.3M |
| LPL Financial LLC | 0.04% | Add +6.9% | 1,158,233 | $189.3M |
| PNC Financial Services Group, Inc. | 0.09% | Reduce -4.7% | 1,105,925 | $180.8M |
| Wells Fargo & Company | 0.03% | Reduce -1.1% | 993,873 | $162.4M |
| HighTower Advisors, LLC | 0.14% | Add +5.0% | 877,045 | $143.4M |
| Osaic Holdings, Inc. | 0.15% | Add +13.7% | 789,084 | $129.0M |
| Black Diamond Financial, LLC | 10.91% | Add +2.7% | 757,229 | $123.8M |
| Raymond James Financial Inc. | 0.03% | Reduce -4.7% | 753,203 | $123.1M |
| Vantagepoint Investment Advisers LLC | 0.90% | No change | 733,157 | $119.8M |
| Royal Bank of Canada | 0.02% | Reduce -1.0% | 720,076 | $117.7M |
| JPMorgan Chase & Co. | 0.01% | Add +15.3% | 683,600 | $111.9M |
| Sequoia Financial Advisors, LLC | 0.43% | Reduce -2.8% | 531,727 | $86.9M |
| Rockefeller Capital Management L.P. | 0.12% | Add +0.4% | 486,183 | $79.5M |
| Strategic Investment Advisors / MI | 4.38% | Add +1.9% | 442,676 | $72.4M |
| Kestra Advisory Services, LLC | 0.21% | Add +7.6% | 403,118 | $65.9M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +0.7% | 388,720 | $63.5M |
| Baird Financial Group, Inc. | 0.09% | Add +1.0% | 387,221 | $63.3M |
| Prosperity Consulting Group, LLC | 2.39% | Add +3.6% | 386,443 | $63.2M |
| Stifel Financial Corp. | 0.05% | Add +4.9% | 383,716 | $62.7M |
| Praetorian Wealth Management, Inc. | 10.70% | Add +2.9% | 379,594 | $62.0M |
| Cetera Investment Advisers | 0.06% | Add +8.0% | 369,442 | $60.4M |
| Petredis Investment Advisors LLC | 4.03% | Reduce -0.3% | 366,159 | $59.8M |
| Apriem Advisors | 4.95% | Add +10.9% | 349,628 | $57.1M |
| Cerity Partners LLC | 0.07% | Add +31.9% | 343,974 | $56.3M |
| Mars Jewett Financial Group, Inc. | 10.40% | Add +5482.0% | 314,324 | $51.4M |
| Commonwealth Equity Services, LLC | 0.06% | Add +3.1% | 301,213 | $49.2M |
| Savant Capital, LLC | 0.14% | Add +99.3% | 316,144 | $48.7M |
| Pure Financial Advisors, LLC | 0.60% | Reduce -1.7% | 285,839 | $46.7M |
| Avior Wealth Management, LLC | 0.97% | Add +52.2% | 226,306 | $37.0M |
| BHK Investment Advisors, LLC | 10.70% | Reduce -0.7% | 219,087 | $35.8M |
| Smartleaf Asset Management LLC | 1.15% | No change | 216,700 | $35.5M |
| Braeburn Wealth Management LLC | 14.85% | Add +4.8% | 211,636 | $34.6M |
| Integrated Capital Management, LLC | 12.38% | Add +2.0% | 210,222 | $34.4M |
| BTG Pactual Asset Management US LLC | 2.58% | Reduce -2.7% | 208,483 | $34.1M |
| Capital Advantage, Inc. | 3.93% | Reduce -0.3% | 197,037 | $32.2M |
| Titleist Asset Management, LLC | 2.11% | Add +4.6% | 191,472 | $31.3M |
| Zeit Capital LLC | 18.71% | Add +0.5% | 189,915 | $31.0M |
| Bernardo Wealth Planning LLC | 5.23% | Reduce -11.6% | 187,389 | $30.6M |
| Leavell Investment Management, Inc. | 1.09% | Add +3.6% | 182,380 | $29.8M |
| Beacon Pointe Advisors, LLC | 0.14% | Reduce -1.2% | 181,191 | $29.6M |
| Graney & King, LLC | 10.53% | Add +2.9% | 179,184 | $29.3M |
| ETF Portfolio Partners, Inc. | 6.71% | Reduce -2.1% | 172,557 | $28.2M |
| Blue Edge Capital, LLC | 3.12% | Add +0.2% | 158,930 | $26.0M |
| Breakwater Capital Group | 3.12% | Add +1.6% | 158,867 | $26.0M |
| Wealthcare Advisory Partners LLC | 0.48% | Add +3.9% | 154,959 | $25.3M |
| Sheridan Capital Management, LLC | 12.12% | Add +3.3% | 154,080 | $25.2M |
| Retirement Planning Group, LLC | 0.62% | New | 149,966 | $24.5M |
| Bison Wealth, LLC | 2.22% | Add +2.6% | 146,800 | $24.1M |
| AllGen Financial Advisors, Inc. | 5.23% | Reduce -0.2% | 146,457 | $23.9M |
| Waverly Advisors, LLC | 0.14% | Add +28.3% | 145,484 | $23.8M |
| Harbour Investments, Inc. | 0.32% | Add +0.3% | 143,280 | $23.4M |
| Select Asset Management & Trust | 6.66% | Add +1.6% | 141,613 | $23.1M |
| Arax Advisory Partners | 0.15% | Add +8.5% | 141,114 | $23.1M |
| Means Investment Co., Inc. | 1.65% | Reduce -2.4% | 133,485 | $21.8M |
| Pachira Investments Inc. | 8.16% | Add +12.5% | 132,385 | $21.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.31% | Add +6.4% | 129,222 | $21.1M |
| Cresset Asset Management, LLC | 0.07% | Reduce -0.1% | 125,856 | $20.6M |
| Retirement Management Systems Inc. | 4.03% | Add +6.2% | 120,323 | $19.7M |
| MML Investors Services, LLC | 0.04% | Add +23.8% | 116,563 | $19.1M |
| Woodard & Co. Asset Management Group Inc. | 2.67% | Add +27824.2% | 113,093 | $18.5M |
| US Bancorp \de | 0.02% | Reduce -0.1% | 111,569 | $18.3M |
| Jones Financial Companies LLLP | 0.01% | Add +19.7% | 110,373 | $18.0M |
| Annex Advisory Services, LLC | 0.30% | Reduce -1.9% | 109,313 | $17.9M |
| Tudor Investment Corporation | 0.07% | Add +103.5% | 106,191 | $17.4M |
| Mercer Global Advisors Inc. | 0.02% | Add +2.7% | 104,998 | $17.2M |
| Arq Wealth Advisors, LLC | 2.07% | Add +22.2% | 102,562 | $16.7M |
| Creative Planning | 0.01% | Reduce -1.1% | 102,217 | $16.7M |
| Private Advisor Group, LLC | 0.07% | Add +2.1% | 99,930 | $16.3M |
| HB Wealth Management, LLC | 0.09% | Add +0.6% | 98,280 | $16.1M |
| Stephens Inc. | 0.17% | Add +0.4% | 90,700 | $14.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.6% | 89,888 | $14.7M |
| Sanctuary Advisors, LLC | 0.07% | Add +0.6% | 89,104 | $14.6M |
| Bessemer Group Inc. | 0.02% | Add +2474.8% | 86,771 | $14.2M |
| Allstreet Capital Advisors LLC | 8.82% | Add +3.6% | 82,962 | $13.6M |
| Avid Wealth Partners LLC | 6.46% | Reduce -19.1% | 81,651 | $13.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +2.4% | 79,496 | $13.0M |
| James J. Burns & Company, LLC | 1.40% | Reduce -0.3% | 79,306 | $13.0M |
| Amara Financial, Llc. | 7.76% | Add +9.4% | 79,304 | $13.0M |
| Crumly & Associates Inc. | 2.40% | Add +7.5% | 76,747 | $12.5M |
| Howe & Rusling Inc. | 0.73% | Add +12.1% | 76,615 | $12.5M |
| Gateway Wealth Partners, LLC | 0.75% | Reduce -5.5% | 76,465 | $12.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.6% | 73,556 | $12.0M |
| Quadcap Wealth Management, LLC | 1.15% | Add +7.7% | 72,209 | $11.8M |
| Modera Wealth Management, LLC | 0.13% | Reduce -3.6% | 72,071 | $11.8M |
| D.A. Davidson & Co. | 0.07% | Reduce -39.8% | 71,941 | $11.8M |
| Capital Planning LLC | 3.36% | Reduce -0.7% | 70,530 | $11.5M |
| Wealthfront Advisers LLC | 0.02% | Add +1.2% | 69,987 | $11.4M |
| PFG Private Wealth Management, LLC | 4.67% | Reduce -11.6% | 65,983 | $10.8M |
| Mayfair Advisory Group, LLC | 3.23% | Add +8.1% | 65,270 | $10.7M |
| WealthShield Partners, LLC | 1.63% | Reduce -7.9% | 65,255 | $10.7M |
| Gladwyn Financial Advisors, Inc. | 6.23% | Add +4.4% | 60,975 | $10.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -15.4% | 60,975 | $10.0M |
| Fingerlakes Wealth Management, Inc. | 5.36% | Add +9.3% | 60,926 | $10.0M |
| Captrust Financial Advisors | 0.01% | Reduce -2.2% | 59,778 | $9.8M |
| Marshall Wace, LLP | 0.01% | New | 58,928 | $9.6M |
| Capstone Wealth Management Group, LLC | 3.30% | Add +19.7% | 57,120 | $9.3M |
| Compass Planning Associates Inc | 4.91% | Add +26.1% | 55,575 | $9.1M |
| Colorado Capital Management, Inc. | 3.03% | Add +9.0% | 54,393 | $8.9M |
| Daymark Wealth Partners, LLC | 0.20% | New | 51,314 | $8.4M |
| Fiduciary Alliance LLC | 0.55% | Reduce -1.2% | 50,096 | $8.2M |
| Fifth Third Bancorp | 0.01% | Reduce -1.3% | 48,597 | $7.9M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +362.5% | 48,084 | $7.9M |
| Waystone Advisors LLC | 5.22% | Add +6.6% | 42,784 | $7.0M |
| TFB Advisors LLC | 3.04% | Reduce -0.6% | 42,166 | $6.9M |
| Veridan Wealth LLC | 2.40% | Reduce -1.3% | 42,136 | $6.9M |
| Planning Directions Inc. | 3.15% | Reduce -6.2% | 41,638 | $6.8M |
| Atria Investments, Inc | 0.07% | Add +2.0% | 40,732 | $6.7M |
| Resolute Advisors LLC | 1.58% | Add +0.4% | 40,457 | $6.6M |
| Hidden Cove Wealth Management, LLC | 3.58% | Add +40.3% | 39,799 | $6.5M |
| Centaurus Financial, Inc. | 0.25% | Add +2.4% | 39,538 | $6.5M |
| Texas Capital Bank Wealth Management Services Inc | 0.34% | Reduce -3.9% | 39,246 | $6.4M |
| Center For Asset Management LLC | 2.74% | Add +1.9% | 37,808 | $6.2M |
| Cornerstone Financial Management LLC | 4.93% | Add +1.3% | 37,580 | $6.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.70% | Reduce -0.3% | 36,166 | $5.9M |
| Calton & Associates, Inc. | 0.86% | Add +5.5% | 36,079 | $5.9M |
| Diversify Advisory Services, LLC | 0.10% | New | 35,591 | $5.9M |
| Diversify Wealth Management, LLC | 0.10% | Add +9.7% | 35,591 | $5.9M |
| Phillips Financial Management, LLC | 0.43% | Reduce -18.1% | 35,616 | $5.8M |
| Royal Fund Management, LLC | 0.48% | New | 35,093 | $5.7M |
| Westwood Holdings Group Inc. | 0.04% | Reduce -4.8% | 34,909 | $5.7M |
| Avant Capital LLC | 3.51% | Reduce -1.8% | 34,278 | $5.6M |
| Milestone Asset Management Group, LLC | 2.81% | Add +2.8% | 34,132 | $5.6M |
| Principle Wealth Partners LLC | 0.27% | Reduce -0.5% | 32,920 | $5.4M |
| Entelevest, LLC | 4.67% | Add +4.8% | 32,657 | $5.3M |
| HUB Investment Partners, LLC | 0.10% | Reduce -0.1% | 32,004 | $5.2M |
| Mariner, LLC | 0.01% | Reduce -24.3% | 31,701 | $5.2M |
| Mutual Advisors, LLC | 0.10% | Reduce -7.2% | 31,524 | $5.2M |
| WNY Asset Management, LLC | 0.46% | Add +4.8% | 31,192 | $5.1M |
| WPG Advisers, LLC | 2.93% | Add +3.2% | 30,545 | $5.0M |
| FMR LLC | 0.00% | Reduce -2.5% | 30,287 | $5.0M |
| Wesbanco Bank Inc. | 0.12% | Reduce -5.1% | 29,774 | $4.9M |
| Mgo One Seven LLC | 0.08% | Reduce -7.6% | 29,745 | $4.9M |
| Creative Financial Designs Inc. | 0.23% | Reduce -0.8% | 29,650 | $4.8M |
| Trademark Financial Management, LLC | 1.97% | Reduce -17.0% | 29,369 | $4.8M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -0.4% | 29,019 | $4.7M |
| Richard P Slaughter Associates Inc | 0.94% | Add +8.9% | 28,853 | $4.7M |
| Boyd Wealth Management, LLC | 1.76% | Reduce -0.2% | 28,517 | $4.7M |
| Encompass Wealth Advisors, LLC | 1.40% | Add +1.0% | 28,231 | $4.6M |
| AQR Capital Management | 0.00% | Add +8.5% | 28,068 | $4.6M |
| Kintra Wealth, LLC | 0.24% | Reduce -1.1% | 27,171 | $4.6M |
| CVA Family Office, LLC | 0.41% | Reduce -0.5% | 27,958 | $4.6M |
| Checchi Capital Advisers, LLC | 0.29% | Reduce -0.7% | 27,849 | $4.6M |
| Summit Trail Advisors, LLC | 0.06% | No change | 27,180 | $4.4M |
| Pinnacle Bancorp, Inc. | 1.14% | No change | 26,770 | $4.4M |
| EverSource Wealth Advisors, LLC | 0.15% | Reduce -46.1% | 26,737 | $4.4M |
| Ameritas Advisory Services, LLC | 0.09% | Reduce -69.8% | 26,568 | $4.3M |
| Silverlake Wealth Management LLC | 0.80% | Add +4.4% | 25,507 | $4.2M |
| BSW Wealth Partners | 0.46% | Reduce -25.8% | 25,462 | $4.2M |
| Tradition Wealth Management, LLC | 0.25% | Add +0.8% | 25,348 | $4.1M |
| Gotham Asset Management | 0.01% | Add +117.9% | 25,185 | $4.1M |
| Equitable Holdings, Inc. | 0.02% | Reduce -5.9% | 24,954 | $4.1M |
| Breakwater Investment Management | 1.37% | Reduce -18.4% | 24,599 | $4.0M |
| Macro Advisors, Inc. | 1.28% | No change | 24,556 | $4.0M |
| Lido Advisors, LLC | 0.01% | Reduce -10.1% | 24,279 | $4.0M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -2.3% | 24,258 | $4.0M |
| Zhang Financial LLC | 0.12% | Add +59.4% | 24,217 | $4.0M |
| Vanguard Advisers Inc. | 0.01% | Reduce -3.3% | 24,089 | $3.9M |
| Waterloo Capital, L.P. | 0.22% | Add +1.1% | 24,003 | $3.9M |
| &partners | 0.02% | Reduce -4.5% | 23,698 | $3.9M |
| Stirlingshire Investments, Inc. | 2.84% | Add +0.7% | 23,452 | $3.8M |
| Glass Jacobson Investment Advisors llc | 1.19% | Reduce -1.9% | 23,404 | $3.8M |
| MAI Capital Management | 0.01% | Reduce -5.9% | 23,191 | $3.8M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -30.8% | 23,190 | $3.8M |
| HighPoint Advisor Group LLC | 0.13% | Add +10.3% | 23,162 | $3.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +7.8% | 23,143 | $3.8M |
| Cresta Advisors, Ltd. | 1.32% | Reduce -7.1% | 22,438 | $3.7M |
| Independent Financial Group, LLC | 0.07% | Add +13.0% | 22,395 | $3.7M |
| Perryman Financial Advisory Inc. | 0.48% | Reduce -0.1% | 22,133 | $3.6M |
| Truist Financial Corp. | 0.00% | Add +3.7% | 21,762 | $3.6M |
| Ifrah Financial Services, Inc. | 0.87% | Reduce -0.6% | 21,687 | $3.5M |
| Olistico Wealth, LLC | 1.51% | Add +7.3% | 21,665 | $3.5M |
| Arkadios Wealth Advisors | 0.05% | Reduce -18.9% | 21,527 | $3.5M |
| Mather Group, Llc. | 0.03% | Add +6.0% | 21,493 | $3.5M |
| Quantinno Capital Management LP | 0.00% | Add +10.9% | 21,091 | $3.4M |
| Argent Trust Co | 0.10% | Add +5.8% | 20,180 | $3.3M |
| DAVENPORT & Co LLC | 0.02% | New | 19,715 | $3.2M |
| CIBC Bancorp USA Inc. | 0.00% | Add +48.0% | 19,710 | $3.2M |
| Maridea Wealth Management LLC | 0.35% | Add +0.3% | 19,660 | $3.2M |
| Roberts Glore & Co. Inc. | 0.76% | Reduce -0.1% | 18,881 | $3.1M |
| Strategic Financial Partners, Ltd. | 1.16% | Reduce -2.0% | 18,807 | $3.1M |
| Florida Financial Advisors, LLC | 0.51% | Reduce -4.4% | 18,630 | $3.0M |
| Choreo, LLC | 0.03% | Reduce -0.3% | 18,606 | $3.0M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -0.3% | 18,416 | $3.0M |
| Grantvest Financial Group LLC | 1.73% | Reduce -0.4% | 18,316 | $3.0M |
| Ascent Group, LLC | 0.09% | Reduce -4.0% | 18,226 | $3.0M |
| First National Bank of Omaha | 0.08% | Reduce -1.4% | 17,523 | $2.9M |
| Allworth Financial LP | 0.01% | Reduce -1.3% | 17,424 | $2.8M |
| Wealthcare Capital Partners, LLC | 1.14% | Reduce -1.1% | 16,915 | $2.8M |
| Two Sigma Investments, LP | 0.00% | New | 16,793 | $2.7M |
| PFG Advisors | 0.14% | Add +40.6% | 16,450 | $2.7M |
| Stonebridge Financial Planning Group, LLC | 0.86% | Add +2.8% | 16,422 | $2.7M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +5.8% | 16,405 | $2.7M |
| Focus Partners Wealth | 0.00% | Reduce -1.2% | 16,375 | $2.7M |
| Worth Asset Management, LLC | 0.85% | Reduce -24.1% | 16,316 | $2.7M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -42.1% | 16,189 | $2.6M |
| Horizon Investment Services, LLC | 0.73% | Add +0.1% | 16,012 | $2.6M |
| Citadel Advisors | 0.00% | New | 15,720 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 15,650 | $2.6M |
| Silicon Valley Capital Partners | 0.21% | Add +0.4% | 15,567 | $2.5M |
| Simon Quick Advisors, LLC | 0.10% | Add +0.0% | 15,479 | $2.5M |
| Bank of Hawaii | 0.12% | Reduce -6.1% | 15,354 | $2.5M |
| WT Wealth Management | 0.69% | Add +42.8% | 15,238 | $2.5M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -0.4% | 15,127 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -13.3% | 14,967 | $2.4M |
| Hilltop Wealth Advisors, LLC | 1.22% | No change | 14,892 | $2.4M |
| Sax Wealth Advisors, LLC | 0.10% | Reduce -0.0% | 16,558 | $2.4M |
| Focus Financial Network, Inc. | 0.07% | Add +147.6% | 14,587 | $2.4M |
| Flagship Wealth Advisors, LLC | 0.53% | Add +82.8% | 14,434 | $2.4M |
| Blair William & Co. | 0.01% | Reduce -24.2% | 14,391 | $2.4M |
| Hazlett, Burt & Watson, Inc. | 0.62% | Reduce -1.5% | 14,341 | $2.3M |
| Revisor Wealth Management LLC | 0.55% | Reduce -0.1% | 14,097 | $2.3M |
| Bank of Montreal | 0.00% | Add +24.6% | 13,935 | $2.3M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.7% | 13,932 | $2.3M |
| OneAscent Wealth Management LLC | 0.67% | Reduce -11.5% | 13,772 | $2.3M |
| Finward Bancorp | 1.68% | Add +1.1% | 13,555 | $2.2M |
| VSM Wealth Advisory, LLC | 0.59% | Add +6.4% | 13,545 | $2.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +165.4% | 12,878 | $2.1M |
| Merited Wealth, LLC | 1.48% | Reduce -5.8% | 12,823 | $2.1M |
| DMKC Advisory Services, LLC | 0.38% | No change | 12,446 | $2.0M |
| IFG Advisory, LLC | 0.07% | Add +2277.4% | 12,315 | $2.0M |
| Northern Trust Corp. | 0.00% | No change | 11,778 | $1.9M |
| Harpswell Capital Advisors, LLC | 1.23% | Add +10.1% | 11,681 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -13.2% | 11,589 | $1.9M |
| M&T Bank Corp | 0.01% | Add +49.0% | 11,483 | $1.9M |
| CoreCap Advisors, LLC | 0.05% | Add +9.7% | 11,373 | $1.9M |
| Procyon Advisors, LLC | 0.08% | Reduce -1.6% | 11,169 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +0.5% | 11,013 | $1.8M |
| Causey Wealth LLC | 0.70% | Reduce -3.6% | 10,895 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +18.8% | 10,863 | $1.8M |
| Ballentine Partners, LLC | 0.02% | No change | 10,700 | $1.7M |
| Sowell Financial Services LLC | 0.06% | Reduce -13.5% | 10,686 | $1.7M |
| Summit Financial, LLC | 0.02% | Add +18.7% | 10,598 | $1.7M |
| Keeler Thomas Management LLC | 0.60% | New | 10,330 | $1.7M |
| CFC Planning Co LLC | 0.97% | Add +8.3% | 10,024 | $1.6M |
| Rwa Wealth Partners, LLC | 0.02% | Add +0.0% | 9,781 | $1.6M |
| Global Retirement Partners, LLC | 0.02% | — | 9,773 | $1.6M |
| Regions Financial Corp. | 0.01% | No change | 9,736 | $1.6M |
| Petix & Botte Co | 0.32% | Add +100.0% | 9,700 | $1.6M |
| Sigma Planning Corp | 0.04% | Reduce -1.7% | 9,687 | $1.6M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -0.1% | 9,543 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -32.4% | 9,200 | $1.5M |
| Silver Oak Securities, Incorporated | 0.09% | Reduce -34.9% | 9,176 | $1.5M |
| High Net Worth Advisory Group LLC | 0.31% | No change | 8,813 | $1.4M |
| Ogorek Anthony Joseph /NY/ | 0.35% | Add +0.3% | 8,670 | $1.4M |
| Salem Investment Counselors Inc. | 0.03% | Add +2.5% | 8,592 | $1.4M |
| Blackston Financial Advisory Group, LLC | 0.77% | Add +3.5% | 8,395 | $1.4M |
| Stonebridge Financial Group, LLC | 0.18% | — | 8,143 | $1.3M |
| Oxinas Partners, LLC | 0.52% | Reduce -0.4% | 8,113 | $1.3M |
| SCS Capital Management LLC | 0.01% | Add +0.5% | 8,043 | $1.3M |
| Keystone Financial Group | 0.08% | Add +19.8% | 7,800 | $1.3M |
| Level Four Advisory Services, LLC | 0.04% | Add +5.1% | 7,714 | $1.3M |
| HRT Financial LP | 0.00% | Add +316.0% | 7,609 | $1.2M |
| Americana Partners, LLC | 0.03% | No change | 7,594 | $1.2M |
| Visionary Wealth Advisors | 0.05% | Reduce -1.1% | 7,529 | $1.2M |
| Moneco Advisors, LLC | 0.08% | Reduce -0.8% | 7,529 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Reduce -39.6% | 7,458 | $1.2M |
| Clark Capital Management Group, Inc. | 0.01% | Add +35.1% | 7,402 | $1.2M |
| Brookstone Capital Management | 0.01% | Reduce -79.3% | 7,389 | $1.2M |
| Private Wealth Group, LLC | 0.46% | No change | 7,354 | $1.2M |
| Koshinski Asset Management, Inc. | 0.06% | Add +0.1% | 7,247 | $1.2M |
| Rasp Wealth Solutions, LLC | 0.39% | — | 7,129 | $1.2M |
| Richardson Financial Services Inc. | 0.66% | Add +53.9% | 7,115 | $1.2M |
| World Investment Advisors | 0.02% | Reduce -0.3% | 7,930 | $1.2M |
| Crane Advisory, LLC | 0.17% | No change | 7,126 | $1.2M |
| Crescent Grove Advisors, LLC | 0.10% | No change | 7,056 | $1.2M |
| Rehmann Capital Advisory Group | 0.05% | Reduce -5.2% | 7,027 | $1.1M |
| Arcadia Investment Advisors LLC | 0.48% | Reduce -3.0% | 6,957 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.04% | Add +19.1% | 6,813 | $1.1M |
| Meridian Wealth Management, LLC | 0.03% | Add +7.4% | 6,811 | $1.1M |
| Old National Bancorp | 0.02% | No change | 6,786 | $1.1M |
| Hudock, Inc. | 0.14% | Reduce -2.9% | 6,777 | $1.1M |
| GreatBanc Trust CO | 0.69% | Add +19.2% | 6,763 | $1.1M |
| Legacy Wealth Managment, LLC | 0.45% | Add +0.1% | 6,748 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +6.3% | 6,666 | $1.1M |
| StoneX Group Inc. | 0.04% | Add +0.1% | 6,500 | $1.1M |
| First National Advisers, LLC | 0.15% | No change | 6,460 | $1.1M |
| Wealthcare Capital Management LLC | 0.10% | Reduce -5.1% | 6,401 | $1.0M |
| Focused Alpha, LLC | 0.27% | New | 6,335 | $1.0M |
| Cornerstone Financial Group, LLC | 0.63% | Reduce -2.4% | 6,295 | $1.0M |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -11.2% | 6,186 | $1.0M |
| Cardiff Park Advisors, LLC | 0.08% | Add +0.4% | 6,097 | $997K |
| Simplicity Wealth,LLC | 0.03% | Reduce -5.5% | 6,075 | $993K |
| AE Wealth Management LLC | 0.00% | Add +5.7% | 6,055 | $990K |
| Advisory Services Network, LLC | 0.01% | Add +60.3% | 6,051 | $989K |
| Hilltop Holdings Inc. | 0.08% | Reduce -0.5% | 6,042 | $988K |
| Continuum Advisory, LLC | 0.08% | Add +10.0% | 5,995 | $980K |
| Cyndeo Wealth Partners, LLC | 0.05% | Reduce -0.4% | 5,902 | $965K |
| Synergy Investment Management, LLC | 0.23% | Add +5.4% | 5,850 | $956K |
| Miramontes Capital, LLC | 0.30% | Reduce -8.7% | 5,828 | $953K |
| Western Wealth Management, LLC | 0.03% | Add +0.9% | 5,761 | $942K |
| Sentinel Pension Advisors, LLC | 0.12% | Add +35.8% | 5,783 | $936K |
| IFP Advisors, Inc | 0.02% | Reduce -17.6% | 5,717 | $934K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -56.1% | 5,682 | $929K |
| Vicus Capital | 0.06% | Add +0.3% | 5,497 | $898K |
| Creekside Partners | 0.32% | Reduce -2.3% | 5,416 | $885K |
| Wharton Business Group, LLC | 0.03% | No change | 5,410 | $884K |
| New England Private Wealth Advisors LLC | 0.08% | Add +0.5% | 5,352 | $879K |
| MidAtlantic Capital Management, Inc. | 0.54% | No change | 5,336 | $872K |
| O'ROURKE & COMPANY, Inc | 0.30% | Reduce -0.8% | 5,284 | $870K |
| TRB Wealth Management, LLC | 0.11% | Reduce -1.9% | 5,254 | $859K |
| Colton Groome Financial Advisors, LLC | 0.21% | Reduce -8.3% | 5,232 | $855K |
| Accurate Wealth Management, LLC | 0.08% | Add +6.3% | 5,184 | $848K |
| Landaas & Co. /Wi | 0.15% | No change | 5,186 | $848K |
| Raab & Moskowitz Asset Management LLC | 0.17% | Reduce -7.8% | 5,174 | $846K |
| Mainsail Asset Management, LLC | 0.33% | No change | 5,215 | $844K |
| Rossmore Private Capital | 0.07% | No change | 5,160 | $843K |
| Bright Futures Wealth Management, LLC. | 0.54% | Add +10.8% | 5,120 | $837K |
| Venture Visionary Partners LLC | 0.02% | Add +5.9% | 5,083 | $831K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.0% | 5,056 | $826K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +21.2% | 4,900 | $801K |
| Brighton Jones LLC | 0.01% | Add +4.1% | 4,899 | $801K |
| Wagner Wealth Management, LLC | 0.15% | No change | 4,894 | $800K |
| Collaborative Wealth Managment Inc. | 0.33% | Reduce -0.1% | 4,807 | $786K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 4,801 | $785K |
| Foundations Investment Advisors, LLC | 0.01% | Add +4.9% | 4,737 | $774K |
| Comprehensive Financial Planning, Inc. | 0.41% | Add +3.1% | 4,691 | $767K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.8% | 4,677 | $764K |
| VestGen Advisors, LLC | 0.02% | New | 4,656 | $761K |
| Pinion Investment Advisors, LLC | 0.14% | Add +8.3% | 4,599 | $752K |
| International Assets Investment Management, LLC | 0.04% | Add +6.4% | 4,614 | $750K |
| Russell Investments Group, Ltd. | 0.00% | Add +2.4% | 4,539 | $742K |
| Marin Bay Wealth Advisors, LLC | 0.40% | Add +0.2% | 4,507 | $737K |
| AlphaCore Capital LLC | 0.01% | Add +0.4% | 4,450 | $727K |
| Optivise Advisory Services LLC | 0.37% | No change | 4,432 | $724K |
| Gallacher Capital Management LLC | 0.41% | Add +3.7% | 4,429 | $724K |
| Independent Wealth Advisors LLC | 0.65% | Reduce -10.3% | 4,371 | $714K |
| Strategic Investment Solutions, Inc. | 0.16% | Reduce -9.9% | 4,255 | $695K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +2.7% | 4,250 | $695K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -40.2% | 4,221 | $690K |
| Savvy Advisors, Inc. | 0.01% | Add +6.2% | 4,158 | $680K |
| Kovack Advisors, Inc. | 0.03% | Add +58.2% | 4,140 | $676K |
| Genesis Financial Group, LLC | 0.44% | No change | 4,130 | $675K |
| Turtle Creek Wealth Advisors, LLC | 0.04% | No change | 4,074 | $666K |
| RFG Advisory, LLC | 0.01% | Reduce -23.2% | 4,061 | $664K |
| Noble Wealth Management PBC | 0.30% | Reduce -16.7% | 4,005 | $655K |
| Haverford Trust Co | 0.01% | Reduce -25.9% | 3,937 | $644K |
| Entrust Financial LLC | 0.42% | Reduce -0.6% | 3,937 | $643K |
| Kickstand Ventures, Llc. | 0.12% | Reduce -96.8% | 3,935 | $643K |
| Sonoma Private Wealth LLC | 0.69% | No change | 3,908 | $639K |
| Martel Wealth Advisors LLC | 0.10% | Add +0.5% | 3,867 | $632K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.4% | 3,854 | $630K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -53.9% | 3,850 | $629K |
| Bell Bank | 0.02% | No change | 3,824 | $625K |
| Investment Research & Advisory Group, Inc. | 0.19% | Add +0.1% | 3,805 | $622K |
| Csenge Advisory Group | 0.03% | Reduce -21.3% | 3,757 | $614K |
| Eagle Wealth Advisors LLC | 0.45% | No change | 3,641 | $595K |
| Goldstone Financial Group, LLC | 0.05% | Reduce -5.4% | 3,610 | $590K |
| Waters Parkerson & Co., LLC | 0.03% | Add +0.5% | 3,602 | $589K |
| OxenFree Capital LLC | 0.27% | Add +0.4% | 3,564 | $585K |
| Triad Wealth Partners, LLC | 0.03% | New | 3,552 | $582K |
| Westbourne Investments, Inc. | 0.24% | Add +2.9% | 3,555 | $581K |
| Pillar Financial Advisors, LLC | 0.30% | No change | 3,510 | $574K |
| Bay Capital Advisors, LLC | 0.31% | No change | 3,500 | $572K |
| Alliancebernstein L.P. | 0.00% | Reduce -64.7% | 3,890 | $564K |
| Principal Securities, Inc. | 0.01% | Add +9.1% | 3,441 | $562K |
| Balefire, LLC | 0.09% | Reduce -3.6% | 3,372 | $551K |
| Duncan Williams Asset Management, LLC | 0.12% | No change | 3,354 | $548K |
| Fusion Family Wealth, LLC | 0.04% | No change | 3,290 | $538K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 3,258 | $533K |
| BCO Wealth Management LLC | 0.29% | No change | 3,242 | $530K |
| Avalon Trust Co | 0.03% | No change | 3,234 | $529K |
| Interchange Capital Partners, LLC | 0.10% | Reduce -28.4% | 3,215 | $525K |
| LWM Advisors Inc. | 0.44% | Reduce -4.4% | 3,180 | $520K |
| NewEdge Wealth, LLC | 0.01% | Add +0.3% | 3,164 | $517K |
| Nuveen, LLC | 0.00% | New | 3,149 | $515K |
| Nemes Rush Group LLC | 0.04% | No change | 3,130 | $512K |
| Jane Street Group, LLC | 0.00% | Reduce -62.1% | 2,979 | $487K |
| XTX Topco Ltd | 0.01% | New | 2,933 | $479K |
| Essex Financial Services, Inc. | 0.02% | Add +4.9% | 2,893 | $473K |
| Garden State Investment Advisory Services LLC | 0.09% | Add +10.7% | 2,861 | $468K |
| Solutions 4 Wealth, Ltd | 0.60% | Reduce -4.4% | 2,859 | $467K |
| Prestige Wealth Management Group LLC | 0.08% | No change | 2,822 | $461K |
| Caitlin John, LLC | 0.25% | Reduce -1.2% | 2,820 | $461K |
| Berger Financial Group, Inc | 0.02% | Reduce -0.4% | 2,763 | $452K |
| Ritholtz Wealth Management | 0.01% | No change | 2,748 | $449K |
| Earned Wealth Advisors, LLC | 0.03% | New | 2,741 | $448K |
| Jefferies Financial Group Inc. | 0.00% | Add +0.4% | 2,724 | $445K |
| Park Avenue Securities LLC | 0.00% | Add +7.1% | 2,714 | $444K |
| Financial Alternatives, Inc | 0.22% | Add +0.1% | 2,705 | $442K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 2,680 | $438K |
| OneAscent Family Office, LLC | 0.22% | Add +0.1% | 2,638 | $431K |
| Rossby Financial, LCC | 0.08% | Add +3.3% | 2,627 | $429K |
| Welch Group, LLC | 0.01% | Reduce -7.0% | 2,616 | $428K |
| Endeavor Private Wealth, Inc. | 0.10% | Reduce -10.5% | 2,561 | $419K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +13.0% | 2,553 | $417K |
| Valmark Advisers, Inc. | 0.00% | No change | 2,546 | $416K |
| Spire Wealth Management | 0.01% | Reduce -1.3% | 2,544 | $416K |
| Dana Investment Advisors, Inc. | 0.01% | Add +5.1% | 2,543 | $416K |
| Retirement Income Solutions, Inc. | 0.07% | No change | 2,865 | $415K |
| Fort Sheridan Advisors LLC | 0.04% | Reduce -19.6% | 2,512 | $411K |
| Apeiron RIA LLC | 0.10% | No change | 2,498 | $408K |
| Parallel Advisors, LLC | 0.01% | No change | 2,484 | $406K |
| Spinnaker Trust | 0.02% | Reduce -0.3% | 2,460 | $402K |
| Sterling Investment Counsel, LLC | 0.09% | Reduce -3.8% | 2,458 | $402K |
| AA Financial Advisors, LLC | 0.05% | No change | 2,442 | $399K |
| Virtu Financial LLC | 0.01% | Reduce -58.3% | 2,430 | $397K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 2,377 | $389K |
| Primoris Wealth Advisors, LLC | 0.17% | Add +33.0% | 2,346 | $383K |
| Betterment LLC | 0.00% | Add +10.2% | 2,342 | $383K |
| Private Trust Co. NA | 0.03% | Add +40.1% | 2,325 | $380K |
| Cloud Capital Management, LLC | 0.14% | No change | 2,322 | $379K |
| Global Trust Asset Management, LLC | 0.12% | Add +16.2% | 2,290 | $374K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -7.0% | 2,285 | $373K |
| Westco Advisory Services Inc. | 0.23% | Reduce -0.4% | 2,283 | $373K |
| Strategic Financial Concepts, LLC | 0.11% | Add +10.2% | 2,212 | $366K |
| CVFG LLC | 0.04% | No change | 2,230 | $364K |
| Summitry LLC | 0.01% | New | 2,230 | $364K |
| Concorde Asset Management, LLC | 0.21% | Add +0.4% | 2,190 | $358K |
| LRI Investments, LLC | 0.03% | No change | 2,159 | $353K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +15.8% | 2,153 | $352K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -27.3% | 2,147 | $351K |
| Mission Wealth Management, LP | 0.00% | New | 2,141 | $350K |
| Range Advisory, LLC | 0.04% | New | 2,112 | $345K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -8.0% | 2,111 | $345K |
| M3 Advisory Group, LLC | 0.18% | Add +0.1% | 2,108 | $345K |
| McClarren Financial Advisors, Inc. | 0.18% | Add +0.3% | 2,107 | $344K |
| Lazari Capital Management, Inc. | 0.11% | No change | 2,102 | $344K |
| AMG National Trust Bank | 0.01% | Reduce -8.3% | 2,100 | $343K |
| Pacific Capital Wealth Advisors, Inc. | 0.05% | No change | 2,099 | $343K |
| Aspire Growth Partners LLC | 0.20% | Add +0.4% | 2,077 | $339K |
| Lockerman Financial Group, Inc. | 0.52% | Add +0.1% | 2,073 | $339K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +1.6% | 2,042 | $334K |
| Stonebridge Financial Group, LLC | 0.03% | Add +14.9% | 2,015 | $329K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 2,000 | $327K |
| TritonPoint Partners, LLC | 0.03% | New | 2,000 | $327K |
| RVW Wealth, LLC | 0.02% | No change | 2,000 | $327K |
| Retireful, LLC | 0.30% | New | 1,990 | $325K |
| Brown Wealth Management, LLC | 0.07% | Add +1.1% | 1,989 | $325K |
| Strategic Blueprint, LLC | 0.02% | Reduce -22.7% | 1,978 | $323K |
| Certified Advisory Corp | 0.03% | Reduce -7.0% | 1,950 | $319K |
| Vanguard National Trust Co | 0.02% | No change | 1,917 | $313K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Add +0.2% | 1,913 | $313K |
| Focus Partners Advisor Solutions, LLC | 0.00% | No change | 1,904 | $311K |
| Signal Advisors Wealth, LLC | 0.02% | New | 1,901 | $311K |
| Vise Technologies, Inc. | 0.00% | New | 1,898 | $310K |
| PFG Investments, LLC | 0.01% | Add +15.3% | 1,897 | $310K |
| Wedbush Securities Inc. | 0.01% | No change | 1,859 | $304K |
| Darrow Company, Inc. | 0.12% | Add +0.3% | 1,851 | $303K |
| Ieq Capital, LLC | 0.00% | New | 1,852 | $303K |
| Dakota Wealth Management | 0.01% | New | 1,783 | $291K |
| Sageworth Trust Co | 0.01% | No change | 1,754 | $287K |
| NWF Advisory Services Inc. | 0.03% | Add +10.5% | 1,752 | $286K |
| Clarity Financial LLC | 0.02% | No change | 1,750 | $286K |
| Kingsman Wealth Management, Inc. | 0.13% | Add +0.4% | 1,740 | $284K |
| Rodgers & Associates, LTD | 0.03% | Reduce -1.7% | 1,715 | $280K |
| Sachetta, LLC | 0.13% | Reduce -4.9% | 1,681 | $275K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.09% | — | 1,656 | $271K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 1,619 | $265K |
| Pacific Sun Financial Corp | 0.11% | No change | 1,617 | $264K |
| Capital Management Associates, Inc | 0.05% | No change | 1,606 | $263K |
| 49 Wealth Management, LLC | 0.05% | New | 1,597 | $261K |
| Alongside, LLC | 0.05% | — | 1,597 | $261K |
| One Capital Management, LLC | 0.01% | No change | 1,796 | $260K |
| Resurgent Financial Advisors LLC | 0.07% | Add +14.4% | 1,592 | $260K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 1,570 | $257K |
| QRG Capital Management, Inc. | 0.00% | New | 1,567 | $256K |
| Addison Advisors LLC | 0.12% | Reduce -72.0% | 1,560 | $255K |
| Manchester Financial Inc. | 0.05% | No change | 1,557 | $254K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 1,545 | $253K |
| Qube Research & Technologies Ltd | 0.00% | Add +16.7% | 1,541 | $252K |
| SBI Securities Co., Ltd. | 0.01% | Add +2.3% | 1,540 | $252K |
| Apollon Financial, LLC | 0.03% | New | 1,524 | $249K |
| VeraBank, N.A. | 0.04% | Reduce -14.0% | 1,521 | $249K |
| First Business Financial Services, Inc. | 0.02% | Add +7.1% | 1,511 | $247K |
| Investment Insight Wealth Management, LLC | 0.21% | New | 1,503 | $246K |
| Perigon Wealth Management, LLC | 0.00% | No change | 1,500 | $245K |
| Jackson Square Capital, LLC | 0.03% | No change | 1,471 | $240K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 1,458 | $238K |
| Benjamin Edwards Inc. | 0.00% | No change | 1,457 | $238K |
| Keybank National Association | 0.00% | New | 1,450 | $237K |
| SC&H Financial Advisors, Inc. | 0.03% | No change | 1,448 | $237K |
| Belpointe Asset Management LLC | 0.01% | New | 1,441 | $236K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -16.7% | 1,441 | $236K |
| Morton Capital Management LLC | 0.03% | New | 1,430 | $234K |
| Cornerstone Management, Inc. | 0.03% | Reduce -10.4% | 1,426 | $233K |
| UNIVEST FINANCIAL Corp | 0.01% | No change | 1,404 | $229K |
| Modern Wealth Management, LLC | 0.00% | New | 1,403 | $229K |
| Heffernan Advisory, Inc. | 0.19% | Add +0.5% | 1,402 | $229K |
| Sollinda Capital Management LLC | 0.05% | No change | 1,388 | $227K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 1,385 | $226K |
| Beaumont Financial Advisors, LLC | 0.01% | Add +0.1% | 1,383 | $226K |
| Three Bearings Fiduciary Advisors, Inc. | 0.20% | Add +16.4% | 1,378 | $225K |
| Ethic Inc. | 0.00% | New | 1,376 | $225K |
| Peak Retirement Planning, Inc. | 0.04% | New | 1,361 | $222K |
| Per Stirling Capital Management, LLC. | 0.02% | New | 1,346 | $220K |
| Institute for Wealth Management, LLC. | 0.02% | New | 1,333 | $218K |
| Keystone Wealth Services, LLC | 0.04% | New | 1,309 | $214K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 1,305 | $213K |
| Adkins Seale Capital Management LLC | 0.19% | No change | 1,300 | $212K |
| Lake Hills Wealth Management, LLC | 0.10% | New | 1,297 | $212K |
| Plus Group Wealth Advisors LLC | 0.20% | New | 1,280 | $209K |
| BlackRock, Inc. | 0.00% | Reduce -11.6% | 1,271 | $208K |
| Prospera Capital Management, LLC | 0.06% | New | 1,263 | $207K |
| United Advisor Group, LLC | 0.02% | New | 1,263 | $206K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 1,261 | $206K |
| Joel Isaacson & Co., LLC | 0.01% | New | 1,260 | $206K |
| Disciplined Investors, L.L.C. | 0.10% | New | 1,259 | $206K |
| Equity Wealth Partners, LLC | 0.07% | New | 1,252 | $205K |
| Advisors Capital Management, LLC | 0.00% | New | 1,237 | $202K |
| IHT Wealth Management, LLC | 0.00% | Reduce -36.4% | 1,231 | $201K |
| Integrity Advisory Solutions, LLC | 0.02% | New | 1,227 | $201K |
| Kelman-Lazarov, Inc. | 0.03% | New | 1,224 | $200K |
| Evolution Wealth Management Inc. | 0.11% | Reduce -9.2% | 1,133 | $185K |
| Regatta Research & Money Management | 0.17% | — | 1,129 | $184K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,066 | $174K |
| Fiduciary Financial Advisors | 0.02% | New | 1,036 | $169K |
| Capital Analysts, LLC | 0.00% | No change | 979 | $160K |
| MV Capital Management, Inc. | 0.01% | No change | 928 | $152K |
| UMB Bank, n.a. | 0.00% | Reduce -6.3% | 882 | $144K |
| DT Investment Partners, LLC | 0.01% | No change | 860 | $141K |
| CENTRAL TRUST Co | 0.00% | No change | 848 | $139K |
| Triumph Capital Management | 0.02% | Reduce -1.1% | 822 | $134K |
| Larson Financial Group LLC | 0.00% | Add +81.4% | 800 | $131K |
| Financial Gravity Companies, Inc. | 0.02% | — | 710 | $116K |
| First Command Advisory Services, Inc. | 0.00% | No change | 706 | $115K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 667 | $109K |
| Alpine Bank Wealth Management | 0.01% | New | 600 | $98K |
| Compass Financial Management LLC | 0.01% | — | 571 | $93K |
| Pflug Koory, LLC | 0.04% | Add +0.2% | 547 | $89K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 520 | $85K |
| Dunhill Financial, LLC | 0.02% | No change | 485 | $79K |
| Mascoma Wealth Management LLC | 0.01% | No change | 485 | $79K |
| SouthState Bank Corp | 0.00% | No change | 480 | $78K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 453 | $74K |
| Signaturefd, LLC | 0.00% | No change | 448 | $73K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +45.1% | 441 | $72K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 433 | $71K |
| Harbor Asset Planning, Inc. | 0.05% | Add +0.5% | 406 | $66K |
| Tower View Wealth Management LLC | 0.03% | No change | 400 | $65K |
| City State Bank | 0.01% | No change | 400 | $65K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 375 | $61K |
| Angeles Wealth Management, LLC | 0.00% | No change | 355 | $58K |
| Vision Retirement, LLC | 0.01% | No change | 335 | $55K |
| Cape Investment Advisory, Inc. | 0.01% | New | 328 | $54K |
| Bay Harbor Wealth Management, LLC | 0.01% | Add +6.7% | 318 | $52K |
| Strive Financial Group ,LLC | 0.02% | No change | 300 | $49K |
| MTM Investment Management, LLC | 0.01% | No change | 281 | $46K |
| Financial Life Planners | 0.03% | Add +0.4% | 277 | $45K |
| Key Financial Inc | 0.01% | No change | 275 | $45K |
| Franklin Resources Inc. | 0.00% | No change | 271 | $44K |
| Robinswood Financial LLC | 0.01% | No change | 253 | $41K |
| Clearstead Trust, LLC | 0.01% | No change | 253 | $41K |
| Bare Financial Services, Inc | 0.01% | No change | 252 | $41K |
| Bullseye Investment Management, LLC | 0.02% | No change | 245 | $40K |
| First Horizon Corp. | 0.00% | No change | 233 | $38K |
| Hantz Financial Services, Inc. | 0.00% | Add +37.9% | 233 | $38K |
| Dynamic Wealth Strategies, LLC | 0.02% | No change | 229 | $37K |
| Tucker Asset Management LLC | 0.01% | Add +0.5% | 224 | $37K |
| Kilter Group LLC | 0.01% | No change | 221 | $36K |
| Adirondack Trust Co. | 0.01% | No change | 210 | $34K |
| Downshift Financial, LLC | 0.01% | New | 202 | $33K |
| NFSG Corp | 0.00% | Add +34.8% | 186 | $30K |
| Kentucky Trust Co | 0.01% | New | 177 | $29K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 167 | $27K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -14.5% | 159 | $26K |
| St Germain D J Co. Inc. | 0.00% | No change | 157 | $26K |
| Lanark Financial, Inc. | 0.00% | No change | 152 | $25K |
| Seneschal Advisors, LLC | 0.02% | No change | 150 | $25K |
| GoalVest Advisory LLC | 0.00% | New | 146 | $24K |
| Costello Asset Management, INC | 0.01% | No change | 141 | $23K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 141 | $23K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 136 | $22K |
| Rothschild Investment LLC | 0.00% | No change | 128 | $21K |
| Signature Equity Partners, LLC | 0.01% | Add +0.9% | 117 | $19K |
| TD Waterhouse Canada Inc. | 0.00% | Add +4.6% | 113 | $18K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 100 | $16K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 99 | $16K |
| Tsfg, LLC | 0.00% | No change | 100 | $16K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 97 | $16K |
| Glen Eagle Advisors, LLC | 0.00% | New | 95 | $16K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 87 | $14K |
| Allianz SE | 0.00% | No change | 87 | $14K |
| First Community Trust NA | 0.01% | No change | 80 | $13K |
| HM Payson & Co. | 0.00% | No change | 72 | $12K |
| Bellevue Asset Management, LLC | 0.01% | No change | 71 | $12K |
| Financial Avengers, Inc. | 0.00% | Reduce -29.7% | 71 | $12K |
| Abound Wealth Management | 0.00% | No change | 70 | $12K |
| Networth Advisors, LLC | 0.01% | New | 68 | $11K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 67 | $11K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -10.7% | 67 | $11K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 66 | $11K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | Reduce -53.5% | 59 | $10K |
| TIAA Wealth Investment Management LLC | 0.00% | No change | 57 | $9K |
| Ancora Advisors LLC | 0.00% | Add +1.9% | 55 | $9K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 50 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 49 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 40 | $7K |
| Register Financial Advisors LLC | 0.00% | New | 38 | $6K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 35 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 31 | $5K |
| Princeton Global Asset Management LLC | 0.00% | No change | 29 | $5K |
| Kingdom Financial Group LLC. | 0.00% | New | 22 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 17 | $3K |
| Eastern Bank | 0.00% | No change | 17 | $3K |
| LifeSteps Financial, Inc. | 0.00% | New | 14 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 12 | $2K |
| Proathlete Wealth Management LLC | 0.00% | No change | 11 | $2K |
| Silver Grove Financial Group, Inc. | 0.00% | Reduce -97.3% | 2 | $327 |
"% 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.