Global X US InfrastructurePAVEETF
13F holders, Q4 2024 (December 31)595holders +47
58new positions
42sold out
4famous investors
$40.44avg. 13F price*
At the end of Q4 2024, 595 institutions reported holding Global X US Infrastructure (PAVE) in their 13F filings, up 47 from Q3 2024. 58 opened new positions and 42 sold out. The largest holders were Bank of America Corp. ($908.1M), Bank of Montreal ($898.5M) and Morgan Stanley ($366.0M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Global X US Infrastructure
- CUSIP
- 37954Y673
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $52.5M |
| Exits | 42 | $165.9M |
All 13F filers, Q3 2024 → Q4 2024: 17,365,879 shares bought and 6,929,924 shares sold, net +10,435,955 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 595 holders
| Bank of America Corp. | 0.08% | Reduce -0.3% | 22,471,962 | $908.1M |
| Bank of Montreal | 0.45% | Add +10.8% | 22,235,543 | $898.5M |
| Morgan Stanley | 0.03% | Add +4.0% | 9,057,004 | $366.0M |
| Clal Insurance Enterprises Holdings Ltd | 2.71% | Add +24.6% | 7,418,750 | $300.9M |
| Harel Insurance Investments & Financial Services Ltd. | 4.54% | Add +0.0% | 6,834,131 | $276.9M |
| LPL Financial LLC | 0.11% | Add +21.3% | 6,776,463 | $273.8M |
| JPMorgan Chase & Co. | 0.02% | Add +752.6% | 5,604,605 | $226.5M |
| Principal Financial Group Inc. | 0.08% | Add +40.0% | 3,479,800 | $140.6M |
| CIBC Private Wealth Group LLC | 0.24% | Add +6.0% | 3,215,095 | $130.6M |
| Wells Fargo & Company | 0.03% | Add +26.8% | 2,961,851 | $119.7M |
| UBS Group AG | 0.02% | Add +19.6% | 2,260,752 | $91.4M |
| Meitav Investment House Ltd. | 1.47% | Reduce -18.8% | 2,159,366 | $87.3M |
| Raymond James Financial Inc. | 0.03% | — | 2,082,844 | $84.2M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +7.7% | 1,772,519 | $71.6M |
| CW Advisors, LLC | 0.95% | Reduce -2.9% | 1,703,194 | $68.8M |
| Royal Bank of Canada | 0.01% | Reduce -1.9% | 1,606,273 | $64.9M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -23.3% | 1,449,995 | $58.6M |
| Commonwealth Equity Services, LLC | 0.08% | Add +3.4% | 1,434,537 | $58.0M |
| First Interstate Bank | 2.86% | Add +5.4% | 1,168,922 | $47.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.18% | Add +3.1% | 1,106,540 | $44.7M |
| Moss Adams Wealth Advisors LLC | 4.18% | Add +1.0% | 975,698 | $39.5M |
| Mariner, LLC | 0.06% | Reduce -7.2% | 940,226 | $38.0M |
| Osaic Holdings, Inc. | 0.08% | Add +18.4% | 935,131 | $37.8M |
| Ameriprise Financial Inc. | 0.01% | Add +9.6% | 823,822 | $33.3M |
| Evolution Wealth Advisors, LLC | 5.21% | Reduce -0.1% | 770,844 | $31.1M |
| RiverFront Investment Group, LLC | 0.69% | Add +10.1% | 753,850 | $30.5M |
| EP Wealth Advisors, LLC | 0.25% | Reduce -0.1% | 752,650 | $30.4M |
| Cetera Investment Advisers | 0.06% | Reduce -19.5% | 732,630 | $29.6M |
| Axxcess Wealth Management, LLC | 0.72% | Add +6.2% | 719,920 | $29.1M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 4.72% | Reduce -24.3% | 711,000 | $28.7M |
| Capital Asset Advisory Services LLC | 1.35% | Add +4.6% | 673,415 | $27.5M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.07% | No change | 647,770 | $26.2M |
| Destination Wealth Management | 0.81% | Reduce -2.5% | 640,544 | $25.9M |
| Bensler, LLC | 2.94% | Add +3.2% | 611,301 | $24.7M |
| HighTower Advisors, LLC | 0.03% | Reduce -2.4% | 568,946 | $23.0M |
| Focus Partners Wealth | 0.06% | Add +1198.0% | 562,870 | $22.7M |
| Stratos Wealth Partners, LTD. | 0.30% | Add +1.8% | 512,324 | $20.7M |
| Great Valley Advisor Group, Inc. | 0.46% | Add +6.9% | 505,165 | $20.4M |
| Cooper Financial Group | 2.43% | Add +5.4% | 498,717 | $20.2M |
| Kestra Advisory Services, LLC | 0.11% | Add +8.8% | 496,337 | $20.1M |
| Evergreen Capital Management LLC | 0.57% | New | 431,444 | $17.5M |
| Riggs Asset Managment Co. Inc. | 4.64% | Add +1.6% | 430,064 | $17.4M |
| MML Investors Services, LLC | 0.06% | Add +33.9% | 426,124 | $17.2M |
| Ameritas Advisory Services, LLC | 0.59% | Add +3.8% | 419,810 | $17.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +36.8% | 412,837 | $16.7M |
| Blair William & Co. | 0.05% | Reduce -1.7% | 400,912 | $16.2M |
| HBW Advisory Services LLC | 1.50% | Add +0.1% | 362,782 | $14.7M |
| Cwm, LLC | 0.06% | Reduce -0.0% | 355,704 | $14.4M |
| Eagle Strategies LLC | 2.43% | Add +5.9% | 346,977 | $14.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +8.1% | 344,794 | $13.9M |
| 360 Financial, Inc. | 4.90% | Add +4.9% | 335,565 | $13.6M |
| Mfa Wealth Advisors, LLC | 3.31% | Add +6.3% | 320,127 | $12.9M |
| Private Advisor Group, LLC | 0.07% | Add +24.7% | 315,428 | $12.7M |
| Prudential PLC | 0.06% | Reduce -53.4% | 312,970 | $12.6M |
| Vishria Bird Financial Group, LLC | 4.40% | Reduce -0.5% | 311,043 | $12.6M |
| WCG Wealth Advisors LLC | 0.80% | Reduce -4.3% | 299,529 | $12.1M |
| Stifel Financial Corp. | 0.01% | Reduce -5.7% | 299,314 | $12.1M |
| Ogorek Anthony Joseph /NY/ | 3.75% | Add +0.4% | 291,455 | $11.8M |
| Jmac Enterprises LLC | 1.83% | Add +4.6% | 287,858 | $11.6M |
| Cibc World Market Inc. | 0.03% | Add +5.4% | 285,632 | $11.5M |
| Rockefeller Capital Management L.P. | 0.03% | Add +8.3% | 271,780 | $11.0M |
| Financial Advocates Investment Management | 0.60% | Reduce -1.1% | 261,881 | $10.6M |
| Equitable Holdings, Inc. | 0.10% | Add +4.9% | 260,284 | $10.5M |
| IHT Wealth Management, LLC | 0.34% | Reduce -14.2% | 259,696 | $10.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.45% | Add +1.7% | 253,856 | $10.3M |
| Sanctuary Advisors, LLC | 0.06% | Add +20.9% | 218,062 | $9.3M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2.23% | No change | 229,190 | $9.3M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -5.2% | 227,484 | $9.2M |
| MAI Capital Management | 0.07% | Reduce -4.2% | 226,034 | $9.1M |
| Robertson Stephens Wealth Management, LLC | 0.32% | Reduce -5.0% | 224,888 | $9.1M |
| Sage Capital Management, LLC | 4.59% | Reduce -2.3% | 224,559 | $9.1M |
| Chicago Wealth Management, Inc. | 4.67% | Add +5.3% | 222,627 | $9.0M |
| New England Private Wealth Advisors LLC | 1.32% | Reduce -0.1% | 205,417 | $8.3M |
| Merit Financial Group, LLC | 0.15% | Add +239.2% | 202,775 | $8.2M |
| Cerity Partners LLC | 0.02% | Add +13.9% | 197,078 | $8.0M |
| Royal Harbor Partners, LLC | 2.99% | Reduce -3.6% | 196,147 | $7.9M |
| Aptus Capital Advisors, LLC | 0.09% | Add +5661.9% | 194,810 | $7.9M |
| Pecaut & Co. | 2.71% | Add +4.9% | 194,141 | $7.8M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -17.8% | 183,533 | $7.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +1.8% | 193,541 | $7.8M |
| Clarus Group, Inc. | 2.75% | Add +423.6% | 191,659 | $7.7M |
| Symphony Financial Services, Inc. | 5.98% | Add +0.7% | 184,127 | $7.4M |
| Ocean Park Asset Management, LLC | 0.25% | Add +434.1% | 178,979 | $7.2M |
| Adapt Wealth Advisors, LLC | 3.55% | Add +46.2% | 178,674 | $7.2M |
| LWM Advisory Services, LLC | 4.99% | Reduce -0.6% | 177,430 | $7.2M |
| National Philanthropic Trust | 0.10% | Reduce -10.2% | 168,776 | $6.8M |
| Quadrant Private Wealth Management, LLC | 1.59% | Reduce -0.1% | 159,404 | $6.5M |
| Goldstein Advisors, LLC | 0.91% | Reduce -3.7% | 155,132 | $6.3M |
| Elyxium Wealth, LLC | 3.64% | Add +14.2% | 147,860 | $6.0M |
| Financial Partners Group, Inc | 0.85% | Add +0.6% | 144,916 | $5.9M |
| Kickstand Ventures, Llc. | 1.49% | Reduce -10.9% | 144,627 | $5.8M |
| JSF Financial, LLC | 1.43% | New | 132,464 | $5.4M |
| NTV Asset Management LLC | 0.70% | Reduce -1.0% | 130,923 | $5.3M |
| Aspire Capital Advisors LLC | 1.50% | Reduce -4.3% | 129,850 | $5.2M |
| Van Eck Associates Corp. | 0.01% | Add +25.7% | 129,667 | $5.2M |
| Avantax Advisory Services, Inc. | 0.03% | Add +25.0% | 129,348 | $5.2M |
| CX Institutional | 0.20% | Add +7.5% | 126,363 | $5.1M |
| Harbour Investments, Inc. | 0.15% | Add +15.2% | 125,434 | $5.1M |
| Citadel Advisors | 0.00% | Add +83.0% | 121,052 | $4.9M |
| Castle Wealth Management LLC | 1.89% | Reduce -6.2% | 118,731 | $4.8M |
| New Millennium Group LLC | 2.80% | Add +7744.4% | 118,686 | $4.8M |
| Montag A & Associates Inc. | 0.23% | Add +0.2% | 118,160 | $4.8M |
| Fifth Third Securities, Inc. | 0.41% | Add +26.0% | 118,521 | $4.8M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +1201.6% | 118,265 | $4.8M |
| Tower Research Capital LLC (TRC) | 0.09% | New | 118,244 | $4.8M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +9.7% | 117,564 | $4.8M |
| Oppenheimer & Co. Inc. | 0.07% | Add +15.9% | 114,278 | $4.6M |
| Bank Hapoalim BM | 0.76% | Reduce -2.0% | 111,515 | $4.5M |
| Ameritas Investment Partners, Inc. | 0.15% | Add +1.5% | 111,064 | $4.5M |
| National Bank of Canada | 0.01% | Reduce -1.9% | 110,023 | $4.4M |
| Snowden Capital Advisors LLC | 0.14% | Reduce -8.0% | 108,228 | $4.4M |
| Systelligence, LLC | 1.07% | Reduce -9.6% | 106,983 | $4.3M |
| Potentia Wealth | 1.91% | — | 106,371 | $4.3M |
| Retirement Planning Group, LLC / NY | 4.71% | — | 105,908 | $4.3M |
| Perennial Investment Advisors, LLC | 0.49% | Add +8.7% | 102,955 | $4.2M |
| Austin Wealth Management, LLC | 0.86% | Reduce -0.1% | 96,360 | $4.1M |
| Allworth Financial LP | 0.02% | Reduce -5.7% | 91,494 | $4.0M |
| Capital Advantage, Inc. | 0.68% | Add +4.0% | 92,025 | $3.7M |
| Investors Research Corp | 0.81% | Add +26.9% | 90,922 | $3.7M |
| NewEdge Advisors, LLC | 0.02% | Add +11.3% | 90,402 | $3.7M |
| Peddock Capital Advisors, LLC | 0.87% | Add +0.2% | 90,201 | $3.6M |
| Northern Trust Corp. | 0.00% | Add +25.4% | 84,692 | $3.4M |
| CreativeOne Wealth, LLC | 0.10% | Reduce -14.1% | 84,379 | $3.4M |
| Ausdal Financial Partners, Inc. | 0.29% | Add +11.6% | 83,054 | $3.4M |
| Meridian Wealth Management, LLC | 0.15% | Reduce -1.2% | 80,497 | $3.3M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -12.0% | 78,477 | $3.2M |
| Ewa, LLC | 1.18% | Add +5.5% | 77,766 | $3.1M |
| MRA Advisory Group | 1.66% | New | 77,411 | $3.1M |
| Truist Financial Corp. | 0.00% | Reduce -0.6% | 77,289 | $3.1M |
| Paladin Advisory Group, LLC | 2.37% | Reduce -0.5% | 76,637 | $3.1M |
| IAM Advisory, LLC | 0.77% | Reduce -3.4% | 75,545 | $3.1M |
| Independent Advisor Alliance | 0.04% | Add +877.8% | 74,590 | $3.0M |
| NorthCrest Asset Manangement, LLC | 0.09% | Add +0.6% | 74,361 | $3.0M |
| PFG Advisors | 0.18% | Add +11.1% | 71,027 | $2.9M |
| Stratos Wealth Advisors, LLC | 0.14% | Reduce -0.7% | 70,344 | $2.8M |
| SFI Advisors, LLC | 1.99% | Add +8.8% | 70,234 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +46.8% | 69,115 | $2.8M |
| Transamerica Financial Advisors, LLC | 0.26% | Add +1.8% | 66,113 | $2.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +37.8% | 65,469 | $2.6M |
| Apollon Wealth Management, LLC | 0.06% | Add +236.3% | 64,880 | $2.6M |
| Nations Financial Group Inc, /Ia/ | 0.19% | Add +3.6% | 63,682 | $2.6M |
| Creative Planning | 0.00% | Add +46.5% | 62,590 | $2.5M |
| Independent Financial Group, LLC | 0.08% | Add +12.8% | 61,669 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +90.6% | 61,230 | $2.5M |
| Citigroup Inc. | 0.00% | Add +168.0% | 60,623 | $2.4M |
| Qube Research & Technologies Ltd | 0.00% | Add +264.1% | 60,041 | $2.4M |
| Laurel Wealth Advisors LLC | 0.37% | Add +3.8% | 59,273 | $2.4M |
| WT Wealth Management | 0.75% | Add +3.9% | 58,985 | $2.4M |
| WealthCare Investment Partners, LLC | 1.03% | Add +10.8% | 58,844 | $2.4M |
| Burke & Herbert Bank & Trust Co. | 0.56% | Reduce -0.6% | 58,435 | $2.4M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -6.0% | 57,208 | $2.3M |
| Sharkey, Howes & Javer | 0.33% | Reduce -15.8% | 57,249 | $2.3M |
| Y.D. More Investments Ltd | 0.20% | Add +21.1% | 55,887 | $2.3M |
| WealthBridge Capital Management, LLC | 0.62% | Add +22.1% | 54,914 | $2.2M |
| &partners | 0.03% | Add +1.9% | 54,163 | $2.2M |
| Arvest Investments, Inc. | 0.35% | Add +1.1% | 54,420 | $2.2M |
| Transatlantique Private Wealth LLC | 0.81% | Add +9.6% | 52,905 | $2.1M |
| Avid Wealth Partners LLC | 1.49% | Reduce -12.8% | 52,066 | $2.1M |
| First Heartland Consultants, Inc. | 0.21% | Add +144.2% | 50,629 | $2.0M |
| Evoke Wealth, LLC | 0.06% | Add +13.3% | 50,449 | $2.0M |
| Western Wealth Management, LLC | 0.11% | Reduce -15.2% | 50,588 | $2.0M |
| D.A. Davidson & Co. | 0.02% | Add +31.6% | 50,332 | $2.0M |
| Sovran Advisors, LLC | 0.29% | — | 48,587 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.15% | Add +87.0% | 49,604 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -0.2% | 47,331 | $1.9M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 6.31% | No change | 47,110 | $1.9M |
| ARS Investment Partners, LLC | 0.17% | Reduce -2.6% | 46,131 | $1.9M |
| MGB Wealth Management, LLC | 0.57% | Add +4.3% | 45,302 | $1.8M |
| Prosperity Financial Group, Inc. | 0.92% | Add +120.5% | 45,278 | $1.8M |
| KWB Wealth | 0.23% | Reduce -22.9% | 44,440 | $1.8M |
| Nvwm, LLC | 0.46% | Reduce -0.6% | 45,058 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +126.7% | 44,771 | $1.8M |
| BigSur Wealth Management LLC | 0.51% | No change | 44,410 | $1.8M |
| Ethos Financial Group, LLC | 0.23% | Add +2.3% | 43,997 | $1.8M |
| Comerica Bank | 0.01% | Reduce -7.9% | 44,079 | $1.8M |
| Stamos Capital Partners, L.P. | 0.41% | Add +256.7% | 43,370 | $1.8M |
| Renaissance Technologies | 0.00% | New | 43,100 | $1.7M |
| FMR LLC | 0.00% | Add +16.2% | 42,425 | $1.7M |
| Strategy Asset Managers LLC | 0.33% | Add +5.1% | 41,694 | $1.7M |
| Hazlett, Burt & Watson, Inc. | 0.74% | Add +6.1% | 41,490 | $1.7M |
| American Institute for Advanced Investment Management, LLP | 1.24% | Reduce -5.6% | 41,135 | $1.7M |
| Centaurus Financial, Inc. | 0.10% | Reduce -75.8% | 40,571 | $1.6M |
| CVA Family Office, LLC | 0.26% | No change | 40,086 | $1.6M |
| GTS Securities LLC | 0.08% | New | 39,988 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.6% | 39,778 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -33.7% | 39,326 | $1.6M |
| Princeton Global Asset Management LLC | 0.29% | Add +8.6% | 38,845 | $1.6M |
| Clear Creek Financial Management, LLC | 0.17% | Add +20.7% | 38,586 | $1.6M |
| Park Avenue Securities LLC | 0.02% | Reduce -33.5% | 38,127 | $1.5M |
| Congress Asset Management Co. | 0.01% | Reduce -28.2% | 38,061 | $1.5M |
| Byrne Financial Freedom, LLC | 0.68% | — | 38,023 | $1.5M |
| Cary Street Partners Financial LLC | 0.05% | — | 36,615 | $1.5M |
| Lido Advisors, LLC | 0.01% | Reduce -17.2% | 36,319 | $1.5M |
| Focus Financial Network, Inc. | 0.06% | Add +2.5% | 36,148 | $1.5M |
| NewEdge Wealth, LLC | 0.03% | New | 36,259 | $1.5M |
| Security Financial Services, INC. | 0.30% | Reduce -9.3% | 36,195 | $1.5M |
| World Investment Advisors | 0.04% | Add +134.0% | 36,037 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.07% | Reduce -11.0% | 35,892 | $1.5M |
| Capital Advisors, Ltd. LLC | 0.18% | Add +3.6% | 35,883 | $1.4M |
| Mgo One Seven LLC | 0.06% | Reduce -4.9% | 35,796 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Add +8.4% | 35,723 | $1.4M |
| WBH Advisory Inc. | 0.13% | Reduce -0.3% | 35,672 | $1.4M |
| Financial Freedom, LLC | 0.75% | No change | 35,388 | $1.4M |
| Tidemark, LLC | 0.55% | Add +0.4% | 35,234 | $1.4M |
| Millennium Management | 0.00% | New | 35,072 | $1.4M |
| Kraematon Investment Advisors, Inc. | 1.40% | Add +10.0% | 35,062 | $1.4M |
| Beacon Financial Advisory LLC | 0.46% | Add +6.4% | 34,997 | $1.4M |
| JFS Wealth Advisors, LLC | 0.10% | Add +7.7% | 34,735 | $1.4M |
| Key Client Fiduciary Advisors, LLC | 0.63% | Add +11.0% | 34,699 | $1.4M |
| REDW Wealth LLC | 0.47% | Reduce -28.5% | 33,815 | $1.4M |
| Seaview Investment Managers LLC | 0.38% | Reduce -39.1% | 33,803 | $1.4M |
| Fortem Financial Group, LLC | 0.53% | Add +2.5% | 33,772 | $1.4M |
| Marshall Investment Management, LLC | 0.80% | — | 32,901 | $1.4M |
| Comprehensive Money Management Services LLC | 1.11% | — | 33,313 | $1.3M |
| Tsfg, LLC | 0.28% | Reduce -6.1% | 33,232 | $1.3M |
| O'ROURKE & COMPANY, Inc | 0.66% | Add +5.1% | 33,232 | $1.3M |
| TAP Consulting, LLC | 0.27% | Reduce -8.5% | 33,155 | $1.3M |
| Joel Isaacson & Co., LLC | 0.06% | No change | 33,019 | $1.3M |
| Koa Wealth Management, LLC | 1.08% | Reduce -8.3% | 32,755 | $1.3M |
| Prospera Financial Services Inc | 0.03% | Reduce -27.8% | 32,705 | $1.3M |
| Koshinski Asset Management, Inc. | 0.11% | Add +3.3% | 32,335 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +10.3% | 31,061 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +10.3% | 31,061 | $1.3M |
| Trivium Point Advisory, LLC | 0.16% | New | 30,859 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -20.9% | 30,609 | $1.2M |
| Dumont & Blake Investment Advisors LLC | 0.33% | Reduce -1.2% | 30,590 | $1.2M |
| IFP Advisors, Inc | 0.04% | Add +6.0% | 30,496 | $1.2M |
| Sumitomo Mitsui Financial Group, Inc. | 0.02% | Reduce -5.3% | 30,246 | $1.2M |
| Arq Wealth Advisors, LLC | 0.46% | New | 30,053 | $1.2M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -12.3% | 29,990 | $1.2M |
| Econ Financial Services Corp | 0.69% | New | 29,934 | $1.2M |
| Cascade Financial Partners, LLC | 0.16% | Add +0.9% | 29,815 | $1.2M |
| Sigma Planning Corp | 0.04% | Add +0.6% | 29,747 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -4.6% | 29,717 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.08% | Add +10.8% | 29,535 | $1.2M |
| Harbor Investment Advisory, LLC | 0.11% | Add +17.3% | 29,423 | $1.2M |
| Heritage Oak Wealth Advisors LLC | 0.56% | New | 29,168 | $1.2M |
| Peoples Bank | 0.81% | Add +265.4% | 28,975 | $1.2M |
| Level Four Advisory Services, LLC | 0.05% | Add +1.4% | 28,614 | $1.2M |
| Barings LLC | 0.03% | No change | 28,426 | $1.1M |
| Insight Advisors, LLC/ PA | 0.20% | Add +2.7% | 28,335 | $1.1M |
| Magnus Financial Group LLC | 0.11% | Add +31.7% | 27,767 | $1.1M |
| Perigon Wealth Management, LLC | 0.03% | Add +0.8% | 26,238 | $1.1M |
| Moneco Advisors, LLC | 0.12% | Add +94.0% | 27,535 | $1.1M |
| Autumn Glory Partners, LLC | 0.54% | Reduce -10.6% | 27,380 | $1.1M |
| Cookson Peirce & Co. Inc. | 0.05% | Reduce -5.1% | 26,598 | $1.1M |
| Powell Investment Advisors, LLC | 0.49% | Reduce -14.9% | 26,233 | $1.1M |
| Spire Wealth Management | 0.03% | Add +5242.6% | 26,232 | $1.1M |
| Diversify Advisory Services, LLC | 0.06% | Add +1.5% | 26,160 | $1.0M |
| Brookstone Capital Management | 0.02% | Reduce -3.0% | 25,871 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | New | 25,514 | $1.0M |
| Arkadios Wealth Advisors | 0.06% | Add +26.6% | 25,498 | $1.0M |
| Summit Trail Advisors, LLC | 0.04% | Add +395.0% | 25,367 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.5% | 25,139 | $1.0M |
| Ellis Investment Partners, LLC | 0.20% | Add +6.9% | 24,995 | $1.0M |
| Cathy Pareto & Associates, Inc. | 0.92% | — | 24,652 | $996K |
| Intrepid Financial Planning Group LLC | 0.41% | Add +5.0% | 24,304 | $982K |
| Benjamin Edwards Inc. | 0.01% | Reduce -5.2% | 23,888 | $965K |
| Cobblestone Asset Management LLC | 0.62% | Reduce -7.5% | 23,636 | $955K |
| Principal Securities, Inc. | 0.02% | Add +3.7% | 23,521 | $950K |
| Pekin Hardy Strauss, Inc. | 0.12% | Add +24.5% | 23,470 | $948K |
| Financial Counselors Inc. | 0.01% | Reduce -3.0% | 23,392 | $945K |
| Wealthcare Capital Partners, LLC | 0.48% | — | 22,987 | $929K |
| Wealthspire Advisors, LLC | 0.01% | Add +0.0% | 22,611 | $914K |
| Wealthspire Retirement, LLC | 0.07% | Reduce -20.9% | 22,142 | $895K |
| Legacy PCG, LLC | 0.63% | Reduce -19.0% | 22,037 | $891K |
| Allodium Investment Consultants, LLC | 0.74% | — | 21,933 | $886K |
| Sowell Financial Services LLC | 0.05% | Reduce -21.0% | 21,319 | $861K |
| Beaumont Financial Advisors, LLC | 0.06% | Add +24.3% | 20,802 | $841K |
| Fort Point Capital Partners LLC | 0.09% | Reduce -0.4% | 20,751 | $839K |
| Citizens Financial Group Inc. | 0.02% | Add +12.4% | 20,747 | $838K |
| Bard Associates Inc. | 0.29% | Add +3.0% | 20,675 | $838K |
| SlateStone Wealth, LLC | 0.08% | Reduce -3.5% | 20,661 | $835K |
| US Bancorp \de | 0.00% | Add +204.9% | 20,514 | $829K |
| Entrewealth, LLC | 0.76% | — | 20,062 | $822K |
| Essex Financial Services, Inc. | 0.06% | Add +0.4% | 20,288 | $820K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +47.3% | 20,224 | $817K |
| Mutual Advisors, LLC | 0.02% | Add +15.6% | 19,111 | $813K |
| GeoWealth Management, LLC | 0.03% | Reduce -11.3% | 20,114 | $813K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +2.8% | 19,849 | $802K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +7.3% | 19,774 | $799K |
| HRT Financial LP | 0.00% | New | 19,477 | $787K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 19,188 | $775K |
| Captrust Financial Advisors | 0.00% | Add +14.8% | 18,842 | $761K |
| Jane Street Group, LLC | 0.00% | Reduce -45.7% | 18,786 | $759K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -6.7% | 18,427 | $745K |
| BCGM Wealth Management, LLC | 0.23% | Add +9.8% | 18,205 | $736K |
| Choreo, LLC | 0.01% | Reduce -0.0% | 18,036 | $731K |
| Okabena Investment Services Inc. | 0.20% | No change | 18,000 | $727K |
| Valued Retirements, Inc. | 0.96% | No change | 17,597 | $711K |
| Claris Financial LLC | 0.46% | — | 17,461 | $706K |
| Fig Financial Advisory Services Inc. | 0.48% | — | 17,322 | $700K |
| Accel Wealth Management | 0.26% | Reduce -2.0% | 16,906 | $683K |
| Sage Mountain Advisors LLC | 0.05% | No change | 16,793 | $679K |
| BNP Paribas Financial Markets | 0.00% | Add +42.3% | 16,793 | $679K |
| Caprock Group, LLC | 0.02% | No change | 16,715 | $678K |
| Stephen J. Garry & Associates, LLC | 0.62% | No change | 16,600 | $671K |
| Mechanics Bank Trust Department | 0.09% | No change | 16,575 | $670K |
| Willner & Heller, LLC | 0.58% | Add +1.2% | 16,395 | $663K |
| Sierra Capital LLC | 0.08% | New | 16,305 | $659K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.30% | Reduce -7.3% | 16,181 | $654K |
| Tandem Capital Management Corp. | 0.35% | Add +2.5% | 16,070 | $649K |
| Ameraudi Asset Management, Inc. | 0.36% | Reduce -86.8% | 15,964 | $645K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -2.0% | 15,598 | $630K |
| Finivi Inc. | 0.50% | Add +6.4% | 15,489 | $626K |
| Interactive Financial Advisors, Inc. | 0.33% | Reduce -0.8% | 15,473 | $625K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +57.0% | 15,336 | $620K |
| Wellington Shields Capital Management, LLC | 0.11% | No change | 14,875 | $601K |
| Stephens Inc. | 0.01% | Add +9.2% | 14,766 | $597K |
| GenTrust, LLC | 0.03% | Reduce -33.9% | 14,577 | $591K |
| Private Trust Co. NA | 0.06% | Reduce -8.4% | 14,585 | $589K |
| OneDigital Investment Advisors LLC | 0.01% | Add +9.1% | 14,525 | $587K |
| Advisors Capital Management, LLC | 0.01% | Reduce -3.2% | 14,461 | $584K |
| Gries Financial LLC | 0.10% | New | 14,416 | $583K |
| Matauro, LLC | 0.13% | — | 14,390 | $582K |
| Claro Advisors Inc. | 0.08% | No change | 14,264 | $576K |
| Ancora Advisors LLC | 0.01% | Add +4.7% | 13,899 | $562K |
| Pinnacle Wealth Management Group, Inc. | 0.35% | Reduce -11.5% | 13,846 | $560K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 13,828 | $559K |
| StoneX Group Inc. | 0.03% | New | 13,722 | $555K |
| Prosperity Wealth Management, Inc. | 0.22% | Reduce -0.4% | 13,509 | $546K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +12.7% | 13,424 | $542K |
| 1776 Wealth LLC | 0.25% | No change | 13,310 | $538K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +24.1% | 12,961 | $524K |
| Secure Asset Management, LLC | 0.08% | Add +16.7% | 12,695 | $513K |
| WJ Wealth Management, LLC | 0.18% | No change | 12,600 | $509K |
| Acorn Wealth Advisors, LLC | 0.20% | Reduce -0.2% | 11,974 | $484K |
| Private Portfolio Partners LLC | 0.09% | Reduce -3.6% | 11,963 | $483K |
| RFG Advisory, LLC | 0.01% | Add +34.6% | 11,824 | $478K |
| Archford Capital Strategies, LLC | 0.07% | Reduce -24.3% | 11,775 | $476K |
| Core Wealth Advisors, Inc. | 0.16% | No change | 11,712 | $473K |
| Kovack Advisors, Inc. | 0.05% | Add +20.1% | 11,677 | $472K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -3.9% | 11,627 | $470K |
| Bleakley Financial Group, LLC | 0.01% | Add +18.3% | 11,552 | $467K |
| Diversified Enterprises, LLC | 0.04% | Reduce -2.8% | 11,537 | $466K |
| Tradition Wealth Management, LLC | 0.04% | No change | 11,513 | $465K |
| Investment Partners Asset Management, Inc. | 0.36% | Reduce -3.1% | 11,331 | $458K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +23.8% | 11,259 | $455K |
| Arete Wealth Advisors, LLC | 0.03% | Add +15.9% | 11,103 | $450K |
| Strategic Advisors LLC | 0.08% | Reduce -28.4% | 11,057 | $447K |
| FFT Wealth Management LLC | 0.03% | New | 10,998 | $444K |
| Premier Path Wealth Partners, LLC | 0.07% | Add +5.6% | 10,981 | $444K |
| Valmark Advisers, Inc. | 0.01% | Add +0.0% | 10,708 | $433K |
| Jacobi Capital Management LLC | 0.03% | Reduce -0.2% | 10,641 | $430K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +1.4% | 9,652 | $422K |
| Journey Advisory Group, LLC | 0.05% | No change | 11,391 | $422K |
| Itau Unibanco Holding S.A. | 0.01% | New | 10,310 | $417K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 10,111 | $409K |
| DHK Financial Advisors, Inc. | 0.25% | No change | 10,000 | $405K |
| Merkkuri Wealth Advisors LLC | 0.32% | No change | 9,984 | $403K |
| Crew Capital Management, Ltd | 0.33% | New | 9,974 | $403K |
| GPS Wealth Strategies Group, LLC | 0.05% | Reduce -11.8% | 9,809 | $396K |
| Visionary Wealth Advisors | 0.02% | New | 9,803 | $396K |
| Alpha Financial Partners LLC | 0.31% | New | 9,675 | $391K |
| Pinnacle Associates Ltd. | 0.01% | Add +33.0% | 9,533 | $385K |
| Great Diamond Partners, LLC | 0.10% | No change | 9,527 | $385K |
| Savant Capital, LLC | 0.00% | New | 9,455 | $382K |
| Alteri Wealth LLC | 0.10% | — | 9,351 | $378K |
| Townsquare Capital LLC | 0.00% | Add +8.2% | 9,201 | $372K |
| Whittier Trust Co. | 0.00% | No change | 9,189 | $371K |
| Werba Rubin Papier Wealth Management | 0.09% | No change | 9,185 | $371K |
| Trustmark Bank Trust Department | 0.03% | Reduce -0.6% | 8,999 | $364K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +11.3% | 8,735 | $353K |
| Creative Financial Designs Inc. | 0.03% | Reduce -14.0% | 8,735 | $353K |
| 5th Street Advisors, LLC | 0.18% | Add +4.9% | 8,707 | $352K |
| Tyler-Stone Wealth Management | 0.06% | Reduce -4.2% | 8,666 | $350K |
| Eagle Wealth Strategies LLC | 0.25% | Reduce -24.8% | 8,533 | $345K |
| Total Clarity Wealth Management, Inc. | 0.11% | Reduce -2.3% | 8,487 | $343K |
| DAVENPORT & Co LLC | 0.00% | No change | 8,468 | $342K |
| Vestcor Inc | 0.01% | Reduce -34.7% | 8,455 | $342K |
| Wealthspan Partners, LLC | 0.16% | No change | 8,461 | $342K |
| Wealthcare Capital Management LLC | 0.03% | Add +5.9% | 8,450 | $341K |
| Purus Wealth Management, LLC | 0.14% | No change | 8,446 | $341K |
| Heritage Wealth Management, Inc. | 0.11% | No change | 8,435 | $341K |
| Holderness Investments Co. | 0.07% | Add +8.1% | 8,315 | $336K |
| Richardson Capital Management LLC | 0.21% | Add +94.2% | 8,304 | $336K |
| Cascade Investment Group, Inc. | 0.24% | Reduce -20.1% | 8,189 | $331K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -19.1% | 8,076 | $326K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 8,051 | $325K |
| IFG Advisory, LLC | 0.02% | New | 8,013 | $324K |
| Planning Directions Inc. | 0.19% | No change | 7,988 | $323K |
| Advisors Management Group Inc. | 0.08% | Reduce -0.9% | 7,931 | $320K |
| Legacy Edge Advisors, LLC | 0.05% | Reduce -35.6% | 7,790 | $315K |
| Altus Wealth Group LLC | 0.14% | No change | 7,750 | $313K |
| GSG Advisors LLC | 0.10% | No change | 7,712 | $312K |
| Advisory Services Network, LLC | 0.01% | New | 7,671 | $310K |
| Provident Co of the Employees of the Hebrew University LTD | 0.36% | No change | 7,650 | $310K |
| Warner Financial, Inc. | 0.13% | No change | 7,647 | $309K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +5.6% | 7,582 | $306K |
| Good Life Advisors, LLC | 0.02% | Reduce -51.8% | 7,559 | $305K |
| Executive Wealth Management, LLC | 0.02% | Reduce -5.3% | 7,551 | $305K |
| Aurora Private Wealth, Inc. | 0.23% | New | 7,529 | $304K |
| Grandview Asset Management LLC | 0.11% | No change | 7,529 | $304K |
| Global Financial Private Client, LLC | 0.11% | No change | 7,500 | $303K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -3.7% | 7,455 | $301K |
| Fisher Asset Management | 0.00% | Add +3.9% | 7,447 | $301K |
| International Assets Investment Management, LLC | 0.03% | New | 7,415 | $298K |
| Marcum Wealth, LLC | 0.03% | Reduce -1.0% | 7,331 | $296K |
| Lindbrook Capital, LLC | 0.03% | No change | 7,322 | $296K |
| Avitas Wealth Management LLC | 0.04% | Reduce -5.1% | 7,320 | $296K |
| Stonebridge Financial Group, LLC | 0.03% | — | 7,240 | $293K |
| Means Investment Co., Inc. | 0.03% | Reduce -0.5% | 7,146 | $289K |
| Apollon Financial, LLC | 0.07% | Add +35.8% | 7,037 | $284K |
| Channel Wealth LLC | 0.09% | No change | 6,973 | $282K |
| L & S Advisors Inc | 0.03% | Add +1.3% | 6,905 | $279K |
| Brandywine Oak Private Wealth LLC | 0.03% | No change | 6,812 | $275K |
| Embree Financial Group | 0.05% | Add +29.9% | 6,806 | $275K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 6,730 | $272K |
| AIFG Consultants Ltd. | 0.44% | Reduce -86.3% | 6,719 | $272K |
| Castle Rock Wealth Management, LLC | 0.06% | Reduce -76.8% | 6,458 | $271K |
| Berger Financial Group, Inc | 0.02% | Reduce -6.2% | 6,645 | $269K |
| NorthCoast Asset Management LLC | 0.00% | New | 6,637 | $268K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -12.8% | 6,616 | $268K |
| Financial Sense Advisors, Inc. | 0.09% | Reduce -4.2% | 6,618 | $267K |
| Fairscale Capital, LLC | 0.23% | No change | 6,588 | $267K |
| Unique Wealth Strategies, LLC | 0.12% | Reduce -1.4% | 6,596 | $267K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 6,515 | $264K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -31.7% | 6,500 | $263K |
| FRG Family Wealth Advisors LLC | 0.05% | No change | 6,490 | $262K |
| TD Private Client Wealth LLC | 0.01% | Reduce -2.7% | 6,424 | $260K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 6,385 | $258K |
| First Manhattan Co. Llc. | 0.00% | Reduce -29.2% | 6,300 | $255K |
| Avondale Wealth Management | 0.16% | Reduce -22.7% | 6,308 | $255K |
| Global Retirement Partners, LLC | 0.01% | Add +101.0% | 6,280 | $254K |
| 1858 Wealth Management, LLC | 0.20% | Reduce -56.7% | 6,270 | $253K |
| Sierra Ocean, LLC | 0.21% | — | 6,231 | $252K |
| Capital Insight Partners, LLC | 0.04% | No change | 6,209 | $251K |
| Blue Chip Partners, LLC | 0.02% | New | 6,169 | $249K |
| MADDEN SECURITIES Corp | 0.10% | Reduce -49.4% | 6,150 | $249K |
| Stonebridge Financial Planning Group, LLC | 0.11% | No change | 6,120 | $247K |
| Whalen Wealth Management Inc. | 0.17% | Reduce -2.4% | 6,096 | $246K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 6,046 | $244K |
| Vontobel Holding Ltd. | 0.00% | No change | 5,912 | $239K |
| Helium Advisors LLC | 0.19% | — | 5,888 | $238K |
| Aveo Capital Partners, LLC | 0.03% | New | 5,868 | $237K |
| GWN Securities Inc. | 0.06% | — | 5,459 | $236K |
| FAS Wealth Partners, Inc. | 0.02% | No change | 5,828 | $235K |
| Flaharty Asset Management, LLC | 0.03% | New | 5,785 | $234K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.5% | 5,754 | $233K |
| Swisher Financial Concepts, Inc. | 0.27% | Reduce -50.6% | 5,730 | $232K |
| Centurion Wealth Management LLC | 0.07% | Add +3.8% | 5,652 | $228K |
| Elios Financial Group Inc. | 0.11% | No change | 5,582 | $226K |
| Kraft, Davis & Associates, LLC | 0.06% | Reduce -22.6% | 5,359 | $223K |
| IMG Wealth Management, Inc. | 0.20% | — | 5,471 | $221K |
| Colonial Trust Co / SC | 0.03% | No change | 5,400 | $218K |
| Elevated Capital Advisors, LLC | 0.06% | Reduce -38.3% | 5,396 | $218K |
| AE Wealth Management LLC | 0.00% | Add +0.3% | 5,385 | $218K |
| Bison Wealth, LLC | 0.05% | Reduce -10.0% | 5,380 | $217K |
| Moors & Cabot, Inc. | 0.01% | New | 5,354 | $216K |
| Bank of New York Mellon Corp | 0.00% | New | 5,327 | $215K |
| Destiny Wealth Partners, LLC | 0.03% | No change | 5,219 | $211K |
| Texas Yale Capital Corp. | 0.01% | No change | 5,200 | $210K |
| Barnes Wealth Management Group, Inc | 0.14% | — | 5,175 | $209K |
| Kilter Group LLC | 0.14% | — | 5,170 | $209K |
| Fulton Breakefield Broenniman LLC | 0.01% | No change | 5,092 | $206K |
| HB Wealth Management, LLC | 0.00% | Reduce -0.2% | 5,023 | $203K |
| Creekside Partners | 0.10% | No change | 5,015 | $203K |
| NCM Capital Management, LLC | 0.09% | No change | 5,006 | $202K |
| Ameriflex Group, Inc. | 0.09% | — | 4,715 | $199K |
| Cornerstone Planning Group LLC | 0.05% | Add +0.3% | 4,536 | $191K |
| Castleview Partners, LLC | 0.10% | Reduce -2.3% | 4,513 | $182K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +50.5% | 4,293 | $173K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,110 | $166K |
| Ameliora Wealth Management Ltd. | 0.06% | New | 4,000 | $162K |
| Garde Capital, Inc. | 0.01% | No change | 3,800 | $154K |
| Bokf, NA | 0.00% | No change | 3,800 | $152K |
| Security National Bank | 0.02% | New | 3,700 | $150K |
| Valley National Advisers Inc. | 0.03% | No change | 3,626 | $146K |
| Anchor Investment Management, LLC | 0.01% | No change | 3,400 | $137K |
| Johnson Financial Group, Inc. | 0.01% | No change | 2,971 | $126K |
| Signaturefd, LLC | 0.00% | No change | 3,076 | $124K |
| Fifth Third Bancorp | 0.00% | Reduce -43.7% | 3,043 | $123K |
| Barclays PLC | 0.00% | New | 3,000 | $121K |
| AdvisorNet Financial, Inc | 0.01% | Add +5.3% | 2,912 | $118K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 2,785 | $113K |
| Park Square Financial Group, LLC | 0.08% | — | 2,725 | $110K |
| Friedenthal Financial | 0.06% | New | 2,687 | $109K |
| Parallel Advisors, LLC | 0.00% | Reduce -41.6% | 2,590 | $105K |
| Simplex Trading, LLC | 0.00% | New | 2,592 | $104K |
| Flagship Wealth Advisors, LLC | 0.06% | — | 2,545 | $103K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 2,535 | $102K |
| Concord Wealth Partners | 0.02% | Reduce -4.2% | 2,527 | $102K |
| FWL Investment Management, LLC | 0.04% | Add +11795.2% | 2,498 | $101K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +395.6% | 2,478 | $100K |
| Jackson, Grant Investment Advisers, Inc. | 0.04% | No change | 2,367 | $96K |
| WR Wealth Planners, LLC | 0.03% | Reduce -54.1% | 2,304 | $93K |
| Capital Analysts, LLC | 0.00% | Reduce -24.4% | 2,268 | $92K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.4% | 2,118 | $86K |
| Crewe Advisors LLC | 0.01% | Add +17.4% | 1,976 | $80K |
| Westside Investment Management, Inc. | 0.02% | Add +5.3% | 1,973 | $80K |
| Beacon Capital Management, LLC | 0.01% | Reduce -2.8% | 1,957 | $79K |
| BankPlus Trust Department | 0.02% | — | 1,880 | $76K |
| Register Financial Advisors LLC | 0.04% | No change | 1,841 | $74K |
| Assetmark, Inc. | 0.00% | Add +34.9% | 1,833 | $74K |
| Glenmede Trust Co. NA | 0.00% | Add +33.7% | 1,738 | $70K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -1.8% | 1,674 | $68K |
| First United Bank & Trust | 0.02% | No change | 1,565 | $63K |
| AllSquare Wealth Management LLC | 0.03% | No change | 1,500 | $61K |
| Main Management LLC | 0.00% | No change | 1,439 | $58K |
| Rothschild Investment LLC | 0.00% | Add +4.7% | 1,361 | $55K |
| Sunbelt Securities, Inc. | 0.00% | Add +90.4% | 1,335 | $54K |
| Main Street Group, LTD | 0.02% | Add +225.8% | 1,313 | $53K |
| Runnymede Capital Advisors, Inc. | 0.04% | — | 1,194 | $48K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +698.6% | 1,182 | $48K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,167 | $47K |
| Angeles Wealth Management, LLC | 0.00% | New | 1,140 | $46K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +102.0% | 1,095 | $44K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,054 | $43K |
| Founders Financial Alliance, LLC | 0.01% | No change | 1,041 | $42K |
| Kestra Investment Management, LLC | 0.00% | New | 1,003 | $41K |
| Synergy Asset Management, LLC | 0.00% | New | 918 | $38K |
| Winch Advisory Services, LLC | 0.01% | Reduce -10.5% | 824 | $33K |
| Trivant Custom Portfolio Group, LLC | 0.02% | New | 801 | $32K |
| Addison Advisors LLC | 0.01% | No change | 800 | $32K |
| Bank of New Hampshire | 0.01% | No change | 800 | $32K |
| Salomon & Ludwin, LLC | 0.00% | No change | 767 | $31K |
| Key Financial Inc | 0.01% | Add +613.2% | 756 | $31K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 723 | $29K |
| Howe & Rusling Inc. | 0.00% | Reduce -24.2% | 711 | $29K |
| Crowley Wealth Management, Inc. | 0.02% | — | 700 | $28K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 700 | $28K |
| Hanson & Doremus Investment Management | 0.00% | New | 705 | $28K |
| Sofi Wealth, LLC | 0.00% | New | 683 | $28K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -14.8% | 616 | $25K |
| Sandy Spring Bank | 0.00% | Reduce -25.6% | 600 | $24K |
| Darwin Wealth Management, LLC | 0.01% | Reduce -65.9% | 566 | $23K |
| Hurley Capital, LLC | 0.02% | — | 512 | $21K |
| Archer Investment Corp | 0.01% | No change | 513 | $21K |
| New Wave Wealth Advisors LLC | 0.01% | New | 499 | $20K |
| Truvestments Capital LLC | 0.01% | Add +13.5% | 487 | $20K |
| Comprehensive Financial Planning, Inc. | 0.02% | — | 482 | $19K |
| Trust Co. of Vermont | 0.00% | No change | 455 | $18K |
| Bogart Wealth, LLC | 0.00% | Add +15.4% | 450 | $18K |
| Pacific Center for Financial Services | 0.00% | No change | 444 | $18K |
| Avior Wealth Management, LLC | 0.00% | Reduce -93.7% | 430 | $17K |
| MCF Advisors LLC | 0.00% | No change | 420 | $17K |
| UMB Bank, n.a. | 0.00% | No change | 396 | $16K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 392 | $16K |
| Country Trust Bank | 0.00% | No change | 390 | $16K |
| Compass Financial Services Inc | 0.01% | — | 356 | $14K |
| Mather Group, Llc. | 0.00% | Reduce -67.0% | 349 | $14K |
| VSM Wealth Advisory, LLC | 0.00% | — | 334 | $13K |
| Creekmur Asset Management LLC | 0.00% | No change | 321 | $13K |
| Operose Advisors LLC | 0.00% | No change | 312 | $13K |
| Barrett & Company, Inc. | 0.01% | New | 299 | $12K |
| Gen-Wealth Partners Inc | 0.00% | No change | 275 | $11K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -54.5% | 250 | $10K |
| Vermillion Wealth Management, Inc. | 0.00% | — | 239 | $10K |
| FSA Wealth Management LLC | 0.00% | No change | 229 | $9K |
| Tucker Asset Management LLC | 0.00% | New | 222 | $9K |
| North Star Investment Management Corp. | 0.00% | New | 217 | $9K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 215 | $9K |
| Mb, Levis & Associates, LLC | 0.00% | Add +72.0% | 215 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 210 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 205 | $8K |
| Bellevue Asset Management, LLC | 0.00% | No change | 203 | $8K |
| Asset Dedication, LLC | 0.00% | No change | 203 | $8K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 189 | $8K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 195 | $8K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 187 | $8K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 177 | $7K |
| Larson Financial Group LLC | 0.00% | Add +63.4% | 152 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 151 | $6K |
| PFS Partners, LLC | 0.00% | Reduce -33.5% | 145 | $6K |
| Fortitude Family Office, LLC | 0.00% | New | 135 | $5K |
| Golden State Wealth Management, LLC | 0.00% | — | 125 | $5K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 119 | $5K |
| Reyes Financial Architecture, Inc. | 0.00% | — | 118 | $5K |
| 2UniFi Bank | 0.00% | — | 109 | $4K |
| Global Trust Asset Management, LLC | 0.00% | No change | 100 | $4K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 111 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 95 | $4K |
| Bfsg, LLC | 0.00% | New | 85 | $3K |
| Aspect Partners, LLC | 0.00% | No change | 76 | $3K |
| AlphaMark Advisors, LLC | 0.00% | No change | 65 | $3K |
| PSI Advisors, LLC | 0.00% | New | 74 | $3K |
| Morse Asset Management, Inc | 0.00% | No change | 55 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 50 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 50 | $2K |
| Pflug Koory, LLC | 0.00% | No change | 50 | $2K |
| SBI Securities Co., Ltd. | 0.00% | — | 50 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | New | 43 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -96.1% | 41 | $2K |
| CENTRAL TRUST Co | 0.00% | New | 41 | $2K |
| Hager Investment Management Services, LLC | 0.00% | — | 35 | $1K |
| Red Tortoise LLC | 0.00% | No change | 30 | $1K |
| Minot DeBlois Advisors LLC | 0.00% | — | 29 | $1K |
| Logan Capital Management Inc. | 0.00% | No change | 28 | $1K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 26 | $1K |
| Lanark Financial, Inc. | 0.09% | — | 24 | $975 |
| Bridge Generations Wealth Management LLC | 0.00% | — | 23 | $930 |
| West Branch Capital LLC | 0.00% | New | 14 | $566 |
| St Germain D J Co. Inc. | 0.00% | No change | 10 | $404 |
| Deutsche Bank AG | 0.00% | New | 10 | $404 |
| Blue Trust, Inc. | 0.00% | Reduce -98.0% | 10 | $404 |
"% of holder's portfolio" is PAVE's weight in each manager's 13F, not the share of Global X US Infrastructure the manager owns.