Global X US InfrastructurePAVEETF
13F holders, Q2 2024 (June 30)526holders +6
57new positions
54sold out
3famous investors
$37.06avg. 13F price*
At the end of Q2 2024, 526 institutions reported holding Global X US Infrastructure (PAVE) in their 13F filings, up 6 from Q1 2024. 57 opened new positions and 54 sold out. The largest holders were Bank of America Corp. ($747.8M), Bank of Montreal ($726.0M) and Morgan Stanley ($305.3M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Global X US Infrastructure
- CUSIP
- 37954Y673
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $390.2M |
| Exits | 54 | $50.6M |
All 13F filers, Q1 2024 → Q2 2024: 18,465,712 shares bought and 3,637,326 shares sold, net +14,828,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 526 holders
| Bank of America Corp. | 0.07% | Add +0.0% | 20,200,603 | $747.8M |
| Bank of Montreal | 0.22% | Add +11.0% | 19,491,116 | $726.0M |
| Morgan Stanley | 0.02% | Add +4.4% | 8,247,763 | $305.3M |
| Harel Insurance Investments & Financial Services Ltd. | 4.77% | No change | 6,833,801 | $253.4M |
| Clal Insurance Enterprises Holdings Ltd | 2.33% | New | 6,000,000 | $222.6M |
| LPL Financial LLC | 0.10% | Reduce -7.2% | 5,672,205 | $210.0M |
| T. Rowe Price Associates Inc. | 0.01% | New | 3,180,115 | $117.7M |
| CIBC Private Wealth Group LLC | 0.21% | Add +5.8% | 2,999,693 | $110.1M |
| Meitav Investment House Ltd. | 1.78% | Add +9.9% | 2,696,368 | $99.9M |
| Principal Financial Group Inc. | 0.06% | No change | 2,590,000 | $95.9M |
| Wells Fargo & Company | 0.02% | Add +5.4% | 2,403,126 | $89.0M |
| CW Advisors, LLC | 1.39% | Reduce -2.1% | 2,357,976 | $87.3M |
| UBS Group AG | 0.02% | Add +10.8% | 1,845,158 | $68.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +14.0% | 1,610,146 | $59.6M |
| Royal Bank of Canada | 0.01% | Add +23.7% | 1,410,952 | $52.2M |
| GenTrust, LLC | 2.57% | Reduce -7.4% | 1,275,114 | $47.3M |
| Commonwealth Equity Services, LLC | 0.07% | Add +6.9% | 1,156,990 | $42.8M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Reduce -12.8% | 1,092,364 | $40.4M |
| Mariner, LLC | 0.08% | Reduce -1.7% | 1,064,725 | $39.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -22.6% | 985,061 | $36.5M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 4.10% | Add +84.5% | 939,000 | $34.8M |
| Moss Adams Wealth Advisors LLC | 4.83% | Add +9.4% | 935,094 | $34.7M |
| Cetera Investment Advisers | 0.07% | Reduce -4.6% | 879,718 | $32.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.15% | Add +91.9% | 825,660 | $30.5M |
| Evolution Wealth Advisors, LLC | 5.61% | Reduce -0.4% | 777,898 | $28.8M |
| Osaic Holdings, Inc. | 0.07% | Reduce -5.3% | 764,538 | $28.3M |
| First Interstate Bank | 1.85% | Add +15.4% | 751,627 | $27.8M |
| Destination Wealth Management | 0.82% | Reduce -4.6% | 668,206 | $24.7M |
| Ameriprise Financial Inc. | 0.01% | Add +6.4% | 661,548 | $24.5M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.17% | Add +35.4% | 647,770 | $24.0M |
| Bensler, LLC | 3.20% | Add +5.9% | 641,981 | $23.8M |
| JPMorgan Chase & Co. | 0.00% | Add +4.2% | 592,499 | $21.9M |
| HighTower Advisors, LLC | 0.03% | Add +0.4% | 588,333 | $21.8M |
| Capital Asset Advisory Services LLC | 1.16% | Add +6230.5% | 589,247 | $21.4M |
| Focus Partners Wealth | 0.07% | Add +517.0% | 551,710 | $20.4M |
| Schroder Investment Management Group | 0.02% | No change | 509,278 | $18.9M |
| Raymond James & Associates | 0.01% | Reduce -8.8% | 475,490 | $17.6M |
| Great Valley Advisor Group, Inc. | 0.48% | Add +6.2% | 459,727 | $17.0M |
| Stratos Wealth Partners, LTD. | 0.27% | Reduce -4.2% | 455,366 | $16.9M |
| Kestra Advisory Services, LLC | 0.09% | Add +13.4% | 443,242 | $16.4M |
| Riggs Asset Managment Co. Inc. | 4.89% | Reduce -0.6% | 443,012 | $16.4M |
| National Bank of Canada | 0.03% | Add +9.4% | 442,622 | $16.4M |
| Cooper Financial Group | 2.39% | Add +14.8% | 438,336 | $16.2M |
| Bank Hapoalim BM | 2.30% | Add +5.4% | 419,215 | $15.5M |
| Evergreen Capital Management LLC | 0.56% | New | 416,082 | $15.4M |
| Blair William & Co. | 0.04% | Reduce -7.8% | 391,822 | $14.5M |
| Thrivent Financial for Lutherans | 0.03% | Add +9.4% | 377,476 | $14.0M |
| Prudential PLC | 0.09% | Add +10.4% | 363,030 | $13.4M |
| Beaumont Financial Advisors, LLC | 1.02% | Reduce -11.2% | 344,231 | $12.7M |
| Mfa Wealth Advisors, LLC | 2.72% | Reduce -0.7% | 335,506 | $12.4M |
| Cwm, LLC | 0.06% | Reduce -7.4% | 316,894 | $11.7M |
| Ameritas Advisory Services, LLC | 0.44% | Add +19.0% | 314,261 | $11.6M |
| Vishria Bird Financial Group, LLC | 4.88% | Reduce -0.3% | 313,627 | $11.6M |
| 360 Financial, Inc. | 4.38% | Add +2.1% | 313,008 | $11.6M |
| WCG Wealth Advisors LLC | 0.85% | Add +11.1% | 310,210 | $11.5M |
| MML Investors Services, LLC | 0.05% | Reduce -36.6% | 307,624 | $11.4M |
| Ogorek Anthony Joseph /NY/ | 3.82% | Reduce -0.4% | 296,961 | $11.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +13.7% | 294,667 | $10.9M |
| Stifel Financial Corp. | 0.01% | Add +17.5% | 284,258 | $10.5M |
| Sei Investments Co. | 0.01% | No change | 274,000 | $10.1M |
| Eagle Strategies LLC | 1.86% | Add +214.8% | 263,362 | $9.7M |
| Jmac Enterprises LLC | 1.71% | Reduce -0.9% | 262,566 | $9.7M |
| MAI Capital Management | 0.10% | Add +20.0% | 261,160 | $9.7M |
| Financial Advocates Investment Management | 0.60% | Add +8.4% | 260,333 | $9.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +6.1% | 258,468 | $9.6M |
| Equitable Holdings, Inc. | 0.10% | Add +10.4% | 258,321 | $9.6M |
| Cibc World Market Inc. | 0.02% | Add +17.6% | 256,116 | $9.5M |
| IHT Wealth Management, LLC | 0.35% | Add +0.7% | 254,337 | $9.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.47% | Add +70.0% | 252,733 | $9.4M |
| Ameraudi Asset Management, Inc. | 4.21% | Reduce -4.3% | 249,673 | $9.2M |
| Sharkey, Howes & Javer | 1.42% | Reduce -2.8% | 237,061 | $8.8M |
| Private Advisor Group, LLC | 0.06% | Reduce -20.9% | 233,253 | $8.6M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2.31% | Add +34.1% | 229,190 | $8.5M |
| Sage Capital Management, LLC | 4.45% | No change | 228,774 | $8.5M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +79.8% | 224,433 | $8.3M |
| Chicago Wealth Management, Inc. | 4.43% | Add +4.1% | 208,267 | $7.7M |
| Kickstand Ventures, Llc. | 2.10% | Add +12.6% | 207,520 | $7.7M |
| New England Private Wealth Advisors LLC | 1.33% | Add +0.4% | 205,313 | $7.6M |
| Royal Harbor Partners, LLC | 3.08% | Add +0.1% | 201,348 | $7.5M |
| Sanctuary Advisors, LLC | 0.05% | — | 184,667 | $7.0M |
| LWM Advisory Services, LLC | 5.68% | Add +1.1% | 182,682 | $6.8M |
| Centaurus Financial, Inc. | 0.45% | Add +15.5% | 182,136 | $6.7M |
| Symphony Financial Services, Inc. | 5.70% | — | 180,182 | $6.6M |
| Pecaut & Co. | 2.51% | Add +0.3% | 178,565 | $6.6M |
| National Philanthropic Trust | 0.12% | Add +27.1% | 174,106 | $6.4M |
| Cerity Partners LLC | 0.02% | Reduce -4.5% | 173,568 | $6.4M |
| Zimmermann Investment Management & Planning LLC | 2.14% | Add +7.5% | 172,743 | $6.4M |
| HBW Advisory Services LLC | 0.96% | Reduce -3.8% | 156,157 | $5.8M |
| Gladstone Institutional Advisory LLC | 0.30% | Add +22.9% | 155,404 | $5.8M |
| Prudential Financial Inc. | 0.01% | Add +30.5% | 154,557 | $5.7M |
| Quadrant Private Wealth Management, LLC | 1.25% | New | 146,193 | $5.4M |
| Financial Partners Group, Inc | 0.84% | Reduce -3.1% | 144,238 | $5.3M |
| Aspire Capital Advisors LLC | 1.62% | Add +9.8% | 133,915 | $5.0M |
| Qube Research & Technologies Ltd | 0.01% | Add +187.1% | 133,307 | $4.9M |
| NTV Asset Management LLC | 0.70% | Add +2.1% | 132,787 | $4.9M |
| Snowden Capital Advisors LLC | 0.14% | Add +1.9% | 126,687 | $4.7M |
| Montag A & Associates Inc. | 0.24% | Reduce -1.6% | 125,715 | $4.7M |
| Systelligence, LLC | 1.22% | No change | 124,189 | $4.6M |
| CX Institutional | 0.20% | Reduce -1.1% | 116,941 | $4.3M |
| Transamerica Financial Advisors, LLC | 0.44% | No change | 111,895 | $4.1M |
| Trinity Wealth Management, LLC | 2.05% | Add +4.3% | 111,034 | $4.1M |
| Harbour Investments, Inc. | 0.14% | Add +3.9% | 110,361 | $4.1M |
| Van Eck Associates Corp. | 0.01% | Add +52.4% | 102,979 | $3.8M |
| Allworth Financial LP | 0.02% | Reduce -7.1% | 99,106 | $3.8M |
| Ameritas Investment Partners, Inc. | 0.13% | Add +5.1% | 102,084 | $3.8M |
| Austin Wealth Management, LLC | 0.86% | Reduce -0.3% | 97,252 | $3.7M |
| Kingsview Wealth Management, LLC | 0.08% | Add +3.2% | 96,153 | $3.6M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -12.1% | 95,119 | $3.5M |
| Deane Retirement Strategies, Inc. | 1.79% | New | 94,935 | $3.5M |
| CreativeOne Wealth, LLC | 0.17% | Reduce -20.9% | 90,295 | $3.3M |
| Fifth Third Securities, Inc. | 0.31% | Add +62.9% | 89,269 | $3.3M |
| Perennial Investment Advisors, LLC | 0.47% | Add +7.2% | 89,179 | $3.3M |
| Legacy PCG, LLC | 2.03% | Reduce -9.2% | 87,328 | $3.2M |
| Avantax Advisory Services, Inc. | 0.02% | Add +11.9% | 84,778 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.4% | 84,545 | $3.1M |
| Peddock Capital Advisors, LLC | 0.80% | Reduce -0.9% | 83,899 | $3.1M |
| Capital Advantage, Inc. | 0.63% | New | 83,987 | $3.1M |
| IAM Advisory, LLC | 0.81% | Add +0.5% | 80,965 | $3.0M |
| Ewa, LLC | 1.21% | Add +7.5% | 74,225 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +647.8% | 78,060 | $2.9M |
| NewEdge Advisors, LLC | 0.02% | Add +37.0% | 77,603 | $2.9M |
| Meridian Wealth Management, LLC | 0.33% | New | 75,355 | $2.8M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -19.6% | 73,314 | $2.7M |
| Paladin Advisory Group, LLC | 2.09% | Add +5.8% | 73,654 | $2.7M |
| Ausdal Financial Partners, Inc. | 0.29% | Add +2.0% | 72,369 | $2.7M |
| Stratos Wealth Advisors, LLC | 0.13% | Reduce -0.6% | 70,803 | $2.6M |
| Congress Asset Management Co. | 0.02% | Reduce -7.8% | 70,747 | $2.6M |
| NorthCrest Asset Manangement, LLC | 0.08% | Reduce -0.6% | 68,313 | $2.5M |
| Seaview Investment Managers LLC | 0.75% | Reduce -1.6% | 66,939 | $2.5M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -5.7% | 66,000 | $2.4M |
| Pinnacle Wealth Management Group, Inc. | 1.64% | Add +10.5% | 65,316 | $2.4M |
| Baker Avenue Asset Management, LP | 0.08% | Reduce -0.4% | 65,107 | $2.4M |
| Dumont & Blake Investment Advisors LLC | 0.33% | Add +99.6% | 62,299 | $2.3M |
| Merit Financial Group, LLC | 0.05% | Add +5.9% | 61,970 | $2.3M |
| PFG Advisors | 0.15% | Add +20.0% | 61,208 | $2.3M |
| Park Avenue Securities LLC | 0.03% | Reduce -19.8% | 59,457 | $2.2M |
| Burke & Herbert Bank & Trust Co. | 0.53% | New | 59,420 | $2.2M |
| Western Wealth Management, LLC | 0.16% | Reduce -14.8% | 59,127 | $2.2M |
| Adapt Wealth Advisors, LLC | 1.34% | New | 57,937 | $2.1M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Add +11.1% | 57,035 | $2.1M |
| Laurel Wealth Advisors LLC | 0.36% | Add +3.0% | 56,098 | $2.1M |
| Mgo One Seven LLC | 0.10% | Add +42.1% | 55,531 | $2.1M |
| WT Wealth Management | 0.70% | Reduce -3.5% | 55,106 | $2.0M |
| REDW Wealth LLC | 0.53% | Reduce -14.7% | 55,103 | $2.0M |
| KWB Wealth | 0.28% | Reduce -0.9% | 50,924 | $2.0M |
| Asio Capital, LLC | 0.41% | Add +2.8% | 54,600 | $2.0M |
| Independent Financial Group, LLC | 0.08% | Add +7.4% | 53,283 | $2.0M |
| Avid Wealth Partners LLC | 1.53% | Add +19.5% | 53,129 | $2.0M |
| Citadel Advisors | 0.00% | Add +5191.6% | 53,022 | $2.0M |
| Axxcess Wealth Management, LLC | 0.05% | Add +14.7% | 50,478 | $1.9M |
| Northern Trust Corp. | 0.00% | Reduce -0.4% | 50,241 | $1.9M |
| Lido Advisors, LLC | 0.02% | Add +517.3% | 49,662 | $1.8M |
| Investors Research Corp | 0.43% | Add +52.7% | 49,673 | $1.8M |
| Prospera Financial Services Inc | 0.05% | Add +5.2% | 48,900 | $1.8M |
| Truist Financial Corp. | 0.00% | Add +0.1% | 47,366 | $1.8M |
| ARS Investment Partners, LLC | 0.17% | Add +4.1% | 47,345 | $1.8M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 3.22% | No change | 47,110 | $1.7M |
| Arvest Investments, Inc. | 0.28% | Add +1.5% | 46,864 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +191.0% | 46,469 | $1.7M |
| Nvwm, LLC | 0.44% | Add +0.7% | 44,751 | $1.7M |
| BigSur Wealth Management LLC | 0.50% | No change | 44,410 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -16.1% | 44,128 | $1.6M |
| Corient Private Wealth LP | 0.00% | Add +28.3% | 44,000 | $1.6M |
| Prosperity Financial Group, Inc. | 1.03% | Add +2.9% | 43,995 | $1.6M |
| MGB Wealth Management, LLC | 0.61% | Add +3.5% | 42,778 | $1.6M |
| &partners | 0.07% | Add +45.4% | 43,905 | $1.6M |
| American Institute for Advanced Investment Management, LLP | 1.24% | Reduce -0.3% | 43,859 | $1.6M |
| SFI Advisors, LLC | 1.24% | Add +75.9% | 43,607 | $1.6M |
| Clarus Group, Inc. | 0.70% | Reduce -77.8% | 43,101 | $1.6M |
| Capital Analysts, LLC | 0.07% | Add +4.3% | 42,803 | $1.6M |
| Transatlantique Private Wealth LLC | 0.63% | Add +9.5% | 41,970 | $1.6M |
| Creative Planning | 0.00% | Reduce -6.3% | 41,307 | $1.5M |
| Comerica Bank | 0.01% | Add +6.7% | 41,118 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.2% | 40,710 | $1.5M |
| CVA Family Office, LLC | 0.27% | No change | 40,086 | $1.5M |
| DRW Securities, LLC | 0.09% | New | 40,000 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -20.5% | 39,881 | $1.5M |
| Bison Wealth, LLC | 0.23% | No change | 36,150 | $1.4M |
| Focus Financial Network, Inc. | 0.06% | Add +8.6% | 36,656 | $1.4M |
| Evoke Wealth, LLC | 2.09% | Reduce -13.6% | 38,460 | $1.4M |
| CIC Wealth, LLC | 0.39% | Add +1.1% | 38,084 | $1.4M |
| Moneco Advisors, LLC | 0.21% | Add +4.1% | 38,022 | $1.4M |
| WealthCare Investment Partners, LLC | 0.65% | Add +52.8% | 37,756 | $1.4M |
| Security Financial Services, INC. | 0.30% | Add +8.0% | 37,066 | $1.4M |
| Koa Wealth Management, LLC | 1.16% | Reduce -2.7% | 37,020 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -10.7% | 36,830 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -10.7% | 36,830 | $1.4M |
| WealthBridge Capital Management, LLC | 0.45% | Add +15.6% | 36,384 | $1.3M |
| WBH Advisory Inc. | 0.13% | Reduce -1.7% | 35,886 | $1.3M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +3.9% | 35,836 | $1.3M |
| Y.D. More Investments Ltd | 0.13% | Add +7.5% | 35,479 | $1.3M |
| Financial Freedom, LLC | 0.74% | Reduce -0.2% | 35,341 | $1.3M |
| Tsfg, LLC | 0.31% | Add +9.3% | 35,260 | $1.3M |
| TAP Consulting, LLC | 0.27% | Reduce -10.2% | 34,901 | $1.3M |
| Capital Advisors, Ltd. LLC | 0.17% | Add +1.7% | 34,688 | $1.3M |
| Powell Investment Advisors, LLC | 0.66% | Reduce -16.2% | 34,371 | $1.3M |
| Essex Financial Services, Inc. | 0.09% | Add +0.0% | 33,582 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 33,665 | $1.2M |
| Ocean Park Asset Management, LLC | 0.06% | Add +275.8% | 33,512 | $1.2M |
| Sumitomo Mitsui Financial Group, Inc. | 0.04% | Reduce -2.6% | 33,235 | $1.2M |
| Clear Creek Financial Management, LLC | 0.15% | Reduce -3.2% | 32,986 | $1.2M |
| Joel Isaacson & Co., LLC | 0.06% | No change | 32,947 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Add +6.8% | 32,698 | $1.2M |
| Hazlett, Burt & Watson, Inc. | 0.60% | Add +38.0% | 31,725 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.2% | 31,644 | $1.2M |
| Autumn Glory Partners, LLC | 0.60% | Reduce -0.1% | 31,492 | $1.2M |
| FMR LLC | 0.00% | Add +27.1% | 30,878 | $1.1M |
| O'ROURKE & COMPANY, Inc | 0.64% | Add +0.0% | 30,857 | $1.1M |
| Strategic Advisors LLC | 0.22% | Reduce -32.5% | 30,686 | $1.1M |
| Tidemark, LLC | 0.52% | Add +66.3% | 30,619 | $1.1M |
| D. E. Shaw & Co. | 0.00% | New | 29,898 | $1.1M |
| M Holdings Securities, Inc. | 0.14% | New | 29,508 | $1.1M |
| IFP Advisors, Inc | 0.04% | Add +3.0% | 29,101 | $1.1M |
| Cookson Peirce & Co. Inc. | 0.05% | Reduce -0.5% | 28,884 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.10% | Reduce -2.0% | 28,693 | $1.1M |
| Barings LLC | 0.03% | No change | 28,426 | $1.1M |
| Kraematon Investment Advisors, Inc. | 1.07% | Add +0.4% | 28,385 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +62.4% | 28,272 | $1.0M |
| Raymond James Trust N.A. | 0.02% | Add +67.4% | 28,019 | $1.0M |
| Brookstone Capital Management | 0.02% | Add +3.9% | 26,263 | $1.0M |
| Cascade Financial Partners, LLC | 0.13% | Add +1.3% | 27,603 | $1.0M |
| Wealthspire Retirement, LLC | 0.09% | Reduce -2.0% | 27,581 | $1.0M |
| Beacon Financial Advisory LLC | 0.38% | Add +30.4% | 27,521 | $1.0M |
| IFG Advisory, LLC | 0.07% | Reduce -0.8% | 27,320 | $1.0M |
| Insight Advisors, LLC/ PA | 0.18% | Add +35.8% | 27,306 | $1.0M |
| Sigma Planning Corp | 0.03% | Reduce -0.5% | 27,058 | $1.0M |
| Principal Securities, Inc. | 0.03% | Reduce -22.9% | 26,673 | $987K |
| Castle Rock Wealth Management, LLC | 0.25% | Reduce -0.1% | 27,064 | $985K |
| Koshinski Asset Management, Inc. | 0.09% | Add +2.7% | 26,990 | $982K |
| Diversify Advisory Services, LLC | 0.05% | Add +3.4% | 26,683 | $971K |
| Perigon Wealth Management, LLC | 0.03% | Reduce -10.7% | 26,019 | $963K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +0.1% | 25,447 | $942K |
| Key Client Fiduciary Advisors, LLC | 0.48% | Add +19.4% | 25,425 | $941K |
| Financial Counselors Inc. | 0.01% | Add +272.1% | 25,195 | $933K |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +37.5% | 25,175 | $932K |
| Harbor Investment Advisory, LLC | 0.10% | Add +2.5% | 25,077 | $928K |
| Cobblestone Asset Management LLC | 0.58% | New | 24,351 | $901K |
| Intrepid Financial Planning Group LLC | 0.38% | Add +2.1% | 24,011 | $889K |
| Providence First Trust Co | 0.39% | No change | 23,628 | $875K |
| Wedbush Securities Inc. | 0.03% | Reduce -14.5% | 23,533 | $871K |
| Ellis Investment Partners, LLC | 0.18% | Add +6.0% | 23,373 | $865K |
| Lanark Financial, Inc. | 0.08% | Add +17.9% | 23,056 | $853K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -0.3% | 22,574 | $836K |
| Stevard, LLC | 0.71% | Add +10.7% | 22,240 | $823K |
| Tudor Investment Corporation | 0.01% | New | 21,826 | $808K |
| Advisor Resource Council | 1.04% | Reduce -23.8% | 21,415 | $793K |
| Heritage Oak Wealth Advisors LLC | 0.41% | — | 21,049 | $779K |
| Fort Point Capital Partners LLC | 0.10% | Reduce -0.0% | 20,850 | $772K |
| Citigroup Inc. | 0.00% | Add +4.8% | 20,583 | $762K |
| Jane Street Group, LLC | 0.00% | Reduce -1.5% | 20,286 | $751K |
| Bard Associates Inc. | 0.29% | Reduce -1.0% | 20,175 | $748K |
| Wellington Shields Capital Management, LLC | 0.13% | No change | 19,875 | $736K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.1% | 19,317 | $715K |
| Captrust Financial Advisors | 0.00% | Reduce -1.9% | 19,177 | $710K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +4.3% | 19,071 | $706K |
| Moller Wealth Partners | 0.19% | New | 18,975 | $702K |
| Citizens Financial Group Inc. | 0.02% | No change | 18,415 | $683K |
| Private Trust Co. NA | 0.07% | Reduce -1.5% | 18,093 | $670K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.32% | Add +2.9% | 17,939 | $664K |
| First Heartland Consultants, Inc. | 0.07% | Add +106.2% | 17,682 | $655K |
| Valued Retirements, Inc. | 0.99% | No change | 17,597 | $651K |
| Accel Wealth Management | 0.26% | Add +0.8% | 17,543 | $649K |
| Choreo, LLC | 0.01% | Add +60.5% | 17,809 | $648K |
| Mutual Advisors, LLC | 0.02% | Add +49.7% | 16,105 | $632K |
| Stephen J. Garry & Associates, LLC | 0.63% | Reduce -2.9% | 16,900 | $626K |
| Sage Mountain Advisors LLC | 0.06% | Add +1.0% | 16,793 | $622K |
| Pekin Hardy Strauss, Inc. | 0.09% | Add +64.3% | 16,690 | $618K |
| Simplicity Wealth,LLC | 0.01% | Reduce -6.1% | 16,543 | $612K |
| Stamos Capital Partners, L.P. | 0.13% | No change | 16,520 | $612K |
| BCGM Wealth Management, LLC | 0.21% | Add +3.4% | 16,392 | $607K |
| GeoWealth Management, LLC | 0.03% | Reduce -5.4% | 16,260 | $602K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -5.7% | 16,215 | $600K |
| Archford Capital Strategies, LLC | 0.10% | Add +138.0% | 16,118 | $597K |
| Tandem Capital Management Corp. | 0.33% | Add +6.7% | 16,270 | $595K |
| Castle Wealth Management LLC | 0.28% | Reduce -0.1% | 16,010 | $594K |
| Willner & Heller, LLC | 0.56% | Add +9.0% | 15,672 | $580K |
| Interactive Financial Advisors, Inc. | 0.32% | Reduce -2.3% | 15,513 | $574K |
| Personal Cfo Solutions, LLC | 0.09% | New | 15,408 | $570K |
| Arkadios Wealth Advisors | 0.04% | Add +40.5% | 15,321 | $567K |
| Advisors Capital Management, LLC | 0.01% | Reduce -3.8% | 15,179 | $562K |
| Trademark Financial Management, LLC | 0.45% | Reduce -30.6% | 14,996 | $555K |
| Princeton Global Asset Management LLC | 0.12% | Add +1.3% | 14,982 | $555K |
| OneDigital Investment Advisors LLC | 0.01% | Add +10.6% | 14,788 | $547K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -1.4% | 14,737 | $546K |
| RPg Family Wealth Advisory, LLC | 0.18% | Add +4.4% | 14,626 | $543K |
| Stephens Inc. | 0.01% | Add +9.0% | 14,564 | $539K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.8% | 14,529 | $538K |
| 1858 Wealth Management, LLC | 0.44% | Add +131.5% | 14,457 | $535K |
| Finivi Inc. | 0.44% | Add +4.8% | 14,419 | $534K |
| Claro Advisors Inc. | 0.08% | No change | 14,265 | $528K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 13,828 | $512K |
| Thrive Capital Management, LLC | 0.23% | New | 13,779 | $510K |
| Werba Rubin Papier Wealth Management | 0.14% | No change | 13,569 | $502K |
| Diversified, LLC | 0.06% | No change | 13,435 | $497K |
| GPS Wealth Strategies Group, LLC | 0.07% | No change | 13,342 | $494K |
| 1776 Wealth LLC | 0.22% | No change | 13,310 | $493K |
| Bank of New York Mellon Corp | 0.00% | Add +28.3% | 13,098 | $485K |
| Level Four Advisory Services, LLC | 0.02% | New | 13,004 | $481K |
| Ancora Advisors LLC | 0.01% | No change | 12,985 | $481K |
| Vestcor Inc | 0.02% | No change | 12,940 | $479K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -0.7% | 12,626 | $467K |
| WJ Wealth Management, LLC | 0.17% | New | 12,600 | $466K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -1.5% | 12,561 | $465K |
| World Investment Advisors | 0.03% | New | 12,509 | $463K |
| Prosperity Wealth Management, Inc. | 0.23% | Add +68.6% | 12,450 | $461K |
| BNP Paribas Financial Markets | 0.00% | Add +76.3% | 12,399 | $459K |
| Investment Partners Asset Management, Inc. | 0.40% | Reduce -2.3% | 12,186 | $451K |
| Acorn Wealth Advisors, LLC | 0.22% | Reduce -0.3% | 11,979 | $443K |
| Swisher Financial Concepts, Inc. | 0.45% | No change | 12,073 | $442K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -31.6% | 11,806 | $437K |
| Caprock Group, LLC | 0.02% | Reduce -0.8% | 11,693 | $434K |
| Core Wealth Advisors, Inc. | 0.15% | No change | 11,712 | $434K |
| Private Portfolio Partners LLC | 0.35% | Add +27.2% | 11,528 | $427K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -74.8% | 10,679 | $427K |
| Tradition Wealth Management, LLC | 0.04% | No change | 11,508 | $426K |
| Eagle Wealth Strategies LLC | 0.34% | Reduce -1.6% | 11,476 | $425K |
| Journey Advisory Group, LLC | 0.05% | Reduce -19.3% | 11,391 | $422K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -14.7% | 10,659 | $395K |
| Legacy Edge Advisors, LLC | 0.07% | New | 10,654 | $394K |
| Mill Creek Capital Advisors, LLC | 0.01% | New | 10,599 | $392K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -3.1% | 10,590 | $392K |
| Mechanics Bank Trust Department | 0.06% | No change | 10,575 | $391K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -38.9% | 10,557 | $391K |
| Premier Path Wealth Partners, LLC | 0.07% | New | 10,446 | $387K |
| Creative Financial Designs Inc. | 0.03% | Add +199.9% | 10,423 | $386K |
| Secure Asset Management, LLC | 0.07% | Add +4.1% | 10,355 | $383K |
| Cascade Investment Group, Inc. | 0.30% | No change | 10,293 | $381K |
| Triumph Capital Management | 0.15% | Add +8.9% | 10,213 | $379K |
| Valmark Advisers, Inc. | 0.01% | Add +1.1% | 10,187 | $377K |
| PNC Financial Services Group, Inc. | 0.00% | Add +31.5% | 10,174 | $377K |
| Kovack Advisors, Inc. | 0.04% | New | 10,157 | $376K |
| MADDEN SECURITIES Corp | 0.17% | New | 10,150 | $376K |
| Berger Financial Group, Inc | 0.03% | Add +86.0% | 10,038 | $372K |
| DHK Financial Advisors, Inc. | 0.26% | No change | 10,000 | $371K |
| TD Waterhouse Canada Inc. | 0.00% | Add +70.5% | 9,976 | $370K |
| Merkkuri Wealth Advisors LLC | 0.34% | — | 9,962 | $369K |
| Jacobi Capital Management LLC | 0.03% | Add +12.3% | 9,942 | $368K |
| Alpha Financial Partners LLC | 0.31% | Reduce -18.5% | 9,675 | $358K |
| International Assets Investment Management, LLC | 0.03% | Add +8.8% | 9,670 | $358K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +45.4% | 9,539 | $353K |
| Total Clarity Wealth Management, Inc. | 0.12% | Reduce -2.3% | 9,423 | $349K |
| Great Diamond Partners, LLC | 0.08% | Reduce -1.2% | 9,420 | $349K |
| Magnus Financial Group LLC | 0.04% | New | 9,196 | $340K |
| Whittier Trust Co. | 0.00% | No change | 9,189 | $340K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 9,086 | $336K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +8.0% | 9,007 | $333K |
| First Manhattan Co. Llc. | 0.00% | No change | 8,900 | $330K |
| Elevated Capital Advisors, LLC | 0.09% | Reduce -2.0% | 8,907 | $330K |
| Prelude Capital Management, LLC | 0.03% | New | 8,870 | $328K |
| Castleview Partners, LLC | 0.19% | Add +240.3% | 8,862 | $328K |
| Flow Traders U.S. LLC | 0.02% | New | 8,746 | $324K |
| DAVENPORT & Co LLC | 0.00% | Reduce -27.0% | 8,654 | $320K |
| Altus Wealth Group LLC | 0.16% | No change | 8,650 | $320K |
| Arete Wealth Advisors, LLC | 0.03% | New | 8,681 | $320K |
| RFG Advisory, LLC | 0.01% | Add +3.0% | 8,550 | $317K |
| Advisors Management Group Inc. | 0.08% | No change | 8,482 | $314K |
| Wealthspan Partners, LLC | 0.17% | No change | 8,461 | $313K |
| Purus Wealth Management, LLC | 0.14% | Reduce -0.9% | 8,452 | $313K |
| Farther Finance Advisors, LLC | 0.01% | Add +21.6% | 8,502 | $309K |
| Heritage Wealth Management, Inc. | 0.10% | — | 8,435 | $309K |
| Avondale Wealth Management | 0.21% | No change | 8,158 | $302K |
| Jones Financial Companies LLLP | 0.00% | New | 8,149 | $302K |
| Executive Wealth Management, LLC | 0.06% | Add +5.8% | 8,147 | $302K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 7,985 | $296K |
| Planning Directions Inc. | 0.20% | No change | 7,980 | $295K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 7,975 | $295K |
| Pinnacle Associates Ltd. | 0.00% | Add +3.6% | 7,945 | $294K |
| Grandview Asset Management LLC | 0.17% | No change | 7,921 | $293K |
| Avitas Wealth Management LLC | 0.04% | Add +0.8% | 7,853 | $291K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -16.9% | 7,652 | $284K |
| Provident Co of the Employees of the Hebrew University LTD | 0.34% | Reduce -85.1% | 7,650 | $284K |
| Warner Financial, Inc. | 0.14% | No change | 7,641 | $283K |
| GSG Advisors LLC | 0.10% | No change | 7,696 | $280K |
| Independent Advisor Alliance | 0.01% | New | 7,533 | $279K |
| Good Life Advisors, LLC | 0.02% | Reduce -7.5% | 7,416 | $275K |
| Kraft, Davis & Associates, LLC | 0.08% | Reduce -36.2% | 6,923 | $273K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +7.3% | 7,322 | $271K |
| Lindbrook Capital, LLC | 0.03% | Add +3.5% | 7,322 | $271K |
| Valley National Advisers Inc. | 0.04% | Reduce -8.0% | 7,254 | $268K |
| Holderness Investments Co. | 0.06% | Add +13.8% | 7,228 | $268K |
| Means Investment Co., Inc. | 0.03% | Reduce -0.5% | 7,217 | $267K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -81.4% | 6,731 | $264K |
| Fairscale Capital, LLC | 0.23% | — | 6,628 | $264K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +8.2% | 7,083 | $262K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +6.8% | 7,040 | $261K |
| Channel Wealth LLC | 0.09% | No change | 6,973 | $258K |
| Unique Wealth Strategies, LLC | 0.12% | No change | 6,461 | $257K |
| Manhattan West Asset Management, LLC | 0.07% | Reduce -9.6% | 6,813 | $252K |
| Brandywine Oak Private Wealth LLC | 0.03% | No change | 6,812 | $252K |
| Endowment Wealth Management, Inc. | 0.18% | Reduce -7.8% | 6,735 | $249K |
| Csenge Advisory Group | 0.01% | Reduce -76.8% | 6,712 | $248K |
| Trustmark Bank Trust Department | 0.02% | New | 6,597 | $244K |
| Avior Wealth Management, LLC | 0.01% | No change | 6,594 | $244K |
| US Bancorp \de | 0.00% | Add +0.1% | 6,534 | $242K |
| Alterna Wealth Management, Inc. | 0.21% | New | 6,520 | $241K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 6,515 | $241K |
| FRG Family Wealth Advisors LLC | 0.05% | No change | 6,490 | $240K |
| One Capital Management, LLC | 0.01% | Reduce -1.6% | 6,425 | $238K |
| Financial Sense Advisors, Inc. | 0.07% | Reduce -13.5% | 6,377 | $236K |
| Townsquare Capital LLC | 0.00% | Add +6.5% | 6,268 | $232K |
| Pathstone Holdings, LLC | 0.00% | New | 6,268 | $232K |
| Capital Insight Partners, LLC | 0.04% | No change | 6,209 | $230K |
| Whalen Wealth Management Inc. | 0.18% | Reduce -31.3% | 6,152 | $228K |
| Stonebridge Financial Planning Group, LLC | 0.11% | No change | 6,120 | $227K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.2% | 6,068 | $225K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -8.1% | 5,984 | $222K |
| FAS Wealth Partners, Inc. | 0.02% | No change | 5,815 | $215K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -24.9% | 5,783 | $214K |
| Global Retirement Partners, LLC | 0.01% | Reduce -29.1% | 5,613 | $208K |
| AE Wealth Management LLC | 0.00% | Reduce -1.2% | 5,606 | $208K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -79.3% | 5,574 | $207K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 5,599 | $207K |
| TD Private Client Wealth LLC | 0.01% | Reduce -2.5% | 4,583 | $170K |
| Tyler-Stone Wealth Management | 0.07% | No change | 4,523 | $167K |
| WR Wealth Planners, LLC | 0.05% | Add +13.3% | 4,481 | $166K |
| Cornerstone Planning Group LLC | 0.05% | Add +0.2% | 4,521 | $165K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -26.8% | 4,422 | $164K |
| Parallel Advisors, LLC | 0.00% | Add +143.3% | 4,351 | $161K |
| Lynx Investment Advisory | 0.11% | — | 4,172 | $154K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,110 | $152K |
| Richardson Capital Management LLC | 0.11% | Add +304.3% | 3,950 | $146K |
| Garde Capital, Inc. | 0.01% | No change | 3,800 | $141K |
| Bokf, NA | 0.00% | Add +10.9% | 3,800 | $141K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -13.7% | 3,708 | $138K |
| Peoples Bank | 0.11% | Reduce -15.6% | 3,700 | $137K |
| Realta Investment Advisors | 0.03% | Reduce -82.0% | 3,685 | $136K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -3.1% | 3,381 | $125K |
| Signaturefd, LLC | 0.00% | Add +10.2% | 3,254 | $120K |
| Concord Wealth Partners | 0.02% | Reduce -13.6% | 3,044 | $113K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Add +1963.0% | 2,785 | $103K |
| AdvisorNet Financial, Inc | 0.01% | No change | 2,766 | $102K |
| Macroview Investment Management LLC | 0.10% | No change | 2,610 | $97K |
| Jackson, Grant Investment Advisers, Inc. | 0.04% | Add +46.4% | 2,367 | $88K |
| Banque Cantonale Vaudoise | 0.00% | New | 2,313 | $86K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 2,089 | $77K |
| Beacon Capital Management, LLC | 0.01% | Add +2.9% | 2,013 | $75K |
| Colonial Trust Co / SC | 0.01% | No change | 2,000 | $74K |
| Westside Investment Management, Inc. | 0.02% | New | 1,873 | $69K |
| Crewe Advisors LLC | 0.01% | Add +202.0% | 1,848 | $68K |
| Register Financial Advisors LLC | 0.03% | No change | 1,841 | $68K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -16.9% | 1,740 | $64K |
| New Millennium Group LLC | 0.04% | Reduce -98.7% | 1,658 | $61K |
| First United Bank & Trust | 0.02% | No change | 1,565 | $58K |
| Covestor Ltd | 0.03% | Reduce -18.7% | 1,390 | $51K |
| Addison Advisors LLC | 0.02% | Add +62.5% | 1,300 | $48K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,300 | $48K |
| Front Row Advisors LLC | 0.02% | No change | 1,287 | $48K |
| Planning Capital Management Corp | 0.03% | No change | 1,179 | $44K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,167 | $43K |
| Activest Wealth Management | 0.01% | New | 1,150 | $43K |
| Mather Group, Llc. | 0.00% | New | 1,055 | $42K |
| Clear Point Advisors Inc. | 0.03% | New | 1,070 | $40K |
| Bell Investment Advisors, Inc | 0.01% | No change | 1,059 | $39K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,054 | $39K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,044 | $39K |
| Founders Financial Alliance, LLC | 0.01% | No change | 1,041 | $39K |
| AllSquare Wealth Management LLC | 0.02% | No change | 1,000 | $37K |
| Hollencrest Capital Management | 0.00% | No change | 1,000 | $37K |
| Spire Wealth Management | 0.00% | Reduce -90.4% | 981 | $36K |
| Winch Advisory Services, LLC | 0.01% | No change | 919 | $34K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 900 | $33K |
| Blue Trust, Inc. | 0.00% | Add +164.9% | 816 | $32K |
| Sandy Spring Bank | 0.00% | Add +98.3% | 807 | $30K |
| Bank of New Hampshire | 0.01% | No change | 800 | $30K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -16.2% | 767 | $28K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -29.8% | 749 | $28K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +1029.7% | 723 | $27K |
| Sunbelt Securities, Inc. | 0.00% | No change | 700 | $26K |
| VitalStone Financial, LLC | 0.02% | No change | 600 | $22K |
| Archer Investment Corp | 0.01% | No change | 512 | $19K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 500 | $19K |
| RFP Financial Group LLC | 0.01% | No change | 478 | $18K |
| Rogco, LP | 0.01% | No change | 475 | $18K |
| Trust Co. of Vermont | 0.00% | No change | 455 | $17K |
| EdgeRock Capital LLC | 0.01% | New | 454 | $17K |
| Pacific Center for Financial Services | 0.00% | No change | 443 | $16K |
| Russell Investments Group, Ltd. | 0.00% | New | 422 | $16K |
| MCF Advisors LLC | 0.00% | No change | 420 | $16K |
| Main Street Group, LTD | 0.01% | Reduce -59.8% | 403 | $15K |
| Country Trust Bank | 0.00% | New | 390 | $14K |
| Headlands Technologies LLC | 0.00% | New | 369 | $14K |
| Bogart Wealth, LLC | 0.00% | Reduce -6.5% | 360 | $13K |
| M&R Capital Management Inc. | 0.00% | No change | 350 | $13K |
| Creekmur Asset Management LLC | 0.00% | Reduce -51.7% | 320 | $12K |
| Great Lakes Retirement, Inc. | 0.00% | New | 298 | $11K |
| Gen-Wealth Partners Inc | 0.00% | No change | 275 | $10K |
| Assetmark, Inc. | 0.00% | Add +2911.1% | 271 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | — | 269 | $10K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 250 | $9K |
| PFS Partners, LLC | 0.01% | No change | 218 | $8K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +22.8% | 210 | $8K |
| Bellevue Asset Management, LLC | 0.00% | No change | 203 | $8K |
| Asset Dedication, LLC | 0.00% | New | 203 | $8K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 195 | $7K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 189 | $7K |
| Balefire, LLC | 0.00% | Add +434.4% | 171 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 151 | $6K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 148 | $5K |
| UMB Bank, n.a. | 0.00% | Reduce -90.7% | 146 | $5K |
| North Star Investment Management Corp. | 0.00% | New | 130 | $5K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 125 | $5K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 120 | $4K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -48.6% | 111 | $4K |
| Key Financial Inc | 0.00% | No change | 106 | $4K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -77.8% | 100 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 95 | $4K |
| Larson Financial Group LLC | 0.00% | Reduce -19.8% | 93 | $3K |
| AlphaMark Advisors, LLC | 0.00% | No change | 75 | $3K |
| Chris Bulman Inc | 0.00% | — | 80 | $3K |
| Aspect Partners, LLC | 0.00% | No change | 76 | $3K |
| Syntrinsic LLC | 0.00% | No change | 66 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 51 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 50 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 50 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 50 | $2K |
| Atticus Wealth Management, LLC | 0.00% | Reduce -69.3% | 46 | $2K |
| Red Tortoise LLC | 0.00% | New | 30 | $1K |
| Logan Capital Management Inc. | 0.00% | No change | 28 | $1K |
| Belpointe Asset Management LLC | 0.00% | New | 26 | $971 |
| Atlas Capital Advisors Inc. | 0.00% | No change | 26 | $963 |
| HHM Wealth Advisors, LLC | 0.00% | New | 24 | $889 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 17 | $629 |
| St Germain D J Co. Inc. | 0.00% | No change | 10 | $370 |
| LGT Financial Advisors LLC | 0.00% | New | 6 | $222 |
| American Capital Advisory, LLC | 0.00% | No change | 3 | $104 |
| Hexagon Capital Partners LLC | 0.00% | No change | 1 | $38 |
"% of holder's portfolio" is PAVE's weight in each manager's 13F, not the share of Global X US Infrastructure the manager owns.