Global X US InfrastructurePAVEETF
13F holders, Q1 2025 (March 31)584holders −11
53new positions
58sold out
2famous investors
$37.65avg. 13F price*
At the end of Q1 2025, 584 institutions reported holding Global X US Infrastructure (PAVE) in their 13F filings, down 11 from Q4 2024. 53 opened new positions and 58 sold out. The largest holders were Bank of Montreal ($873.6M), Bank of America Corp. ($867.4M) and Morgan Stanley ($360.1M). 2 famous investors held it, including 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $46.2M |
| Exits | 58 | $56.7M |
All 13F filers, Q4 2024 → Q1 2025: 9,457,493 shares bought and 15,402,342 shares sold, net −5,944,849 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 584 holders
| Bank of Montreal | 0.47% | Add +4.1% | 23,153,946 | $873.6M |
| Bank of America Corp. | 0.08% | Add +2.3% | 22,990,755 | $867.4M |
| Morgan Stanley | 0.03% | Add +5.4% | 9,543,791 | $360.1M |
| LPL Financial LLC | 0.10% | Add +1.1% | 6,854,471 | $258.6M |
| Harel Insurance Investments & Financial Services Ltd. | 3.38% | Add +0.0% | 6,834,694 | $257.9M |
| Principal Financial Group Inc. | 0.08% | Add +7.5% | 3,740,600 | $141.1M |
| Wells Fargo & Company | 0.03% | Add +11.9% | 3,315,748 | $125.1M |
| CIBC Private Wealth Group LLC | 0.23% | Add +2.5% | 3,293,984 | $111.3M |
| Meitav Investment House Ltd. | 1.86% | Add +24.0% | 2,678,569 | $101.0M |
| Clal Insurance Enterprises Holdings Ltd | 0.97% | Reduce -66.4% | 2,493,750 | $94.1M |
| UBS Group AG | 0.02% | Reduce -5.6% | 2,133,933 | $80.5M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +2.9% | 1,823,163 | $68.8M |
| Envestnet Asset Management Inc. | 0.02% | Add +9.2% | 1,583,324 | $59.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -26.2% | 1,536,583 | $58.0M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -6.2% | 1,346,020 | $50.8M |
| Citigroup Inc. | 0.04% | Add +2086.2% | 1,325,328 | $50.0M |
| Royal Bank of Canada | 0.01% | Reduce -18.3% | 1,312,030 | $49.5M |
| First Interstate Bank | 2.74% | Add +4.2% | 1,217,759 | $45.9M |
| CW Advisors, LLC | 0.53% | Reduce -31.1% | 1,173,781 | $44.3M |
| Moss Adams Wealth Advisors LLC | 4.08% | Add +5.2% | 1,025,929 | $38.7M |
| Ameriprise Financial Inc. | 0.01% | Add +13.0% | 930,791 | $35.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -83.6% | 921,087 | $34.8M |
| Mariner, LLC | 0.06% | Reduce -3.7% | 905,542 | $34.2M |
| RiverFront Investment Group, LLC | 0.69% | Add +9.4% | 824,590 | $31.1M |
| Axxcess Wealth Management, LLC | 0.83% | Add +12.5% | 809,795 | $30.6M |
| Osaic Holdings, Inc. | 0.07% | Reduce -15.2% | 793,319 | $29.9M |
| HighTower Advisors, LLC | 0.04% | Add +35.0% | 768,330 | $29.0M |
| Evolution Wealth Advisors, LLC | 4.79% | Reduce -1.3% | 760,546 | $28.7M |
| EP Wealth Advisors, LLC | 0.23% | Add +0.3% | 755,241 | $28.5M |
| Cetera Investment Advisers | 0.05% | Add +2.0% | 747,666 | $28.2M |
| Capital Asset Advisory Services LLC | 1.42% | Add +7.2% | 721,996 | $27.9M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 4.56% | Add +2.8% | 731,000 | $27.6M |
| Focus Partners Wealth | 0.07% | Add +24.5% | 700,618 | $26.4M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.00% | No change | 647,770 | $24.4M |
| Destination Wealth Management | 0.76% | Add +0.2% | 641,665 | $24.2M |
| Bensler, LLC | 3.00% | Add +3.9% | 635,257 | $24.0M |
| Cooper Financial Group | 2.73% | Add +10.0% | 548,376 | $20.7M |
| Kestra Advisory Services, LLC | 0.10% | Add +8.8% | 539,921 | $20.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Reduce -52.5% | 525,000 | $19.8M |
| Great Valley Advisor Group, Inc. | 0.42% | Add +2.9% | 519,936 | $19.6M |
| Evergreen Capital Management LLC | 0.63% | Add +14.6% | 494,581 | $18.7M |
| MML Investors Services, LLC | 0.06% | Add +11.0% | 473,043 | $17.8M |
| CX Institutional | 0.66% | Add +265.5% | 461,893 | $17.4M |
| Ameritas Advisory Services, LLC | 0.70% | Add +8.5% | 455,420 | $17.2M |
| Stratos Wealth Partners, LTD. | 0.26% | Reduce -14.1% | 440,306 | $16.6M |
| Blair William & Co. | 0.05% | Add +1.9% | 408,440 | $15.4M |
| Thrivent Financial for Lutherans | 0.03% | Add +110.5% | 386,247 | $15.2M |
| HBW Advisory Services LLC | 2.13% | Add +9.5% | 397,325 | $15.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.1% | 383,538 | $14.5M |
| Cwm, LLC | 0.06% | Add +6.5% | 378,902 | $14.3M |
| 360 Financial, Inc. | 4.85% | Add +5.8% | 355,117 | $13.4M |
| Eagle Strategies LLC | 2.32% | Add +1.8% | 353,368 | $13.3M |
| Riggs Asset Managment Co. Inc. | 3.65% | Reduce -21.3% | 338,377 | $12.8M |
| Mfa Wealth Advisors, LLC | 3.01% | Add +0.6% | 321,932 | $12.1M |
| Vishria Bird Financial Group, LLC | 3.93% | Reduce -1.5% | 306,238 | $11.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -12.9% | 300,438 | $11.3M |
| Jmac Enterprises LLC | 2.65% | Add +2.9% | 296,146 | $11.2M |
| Stifel Financial Corp. | 0.01% | Reduce -1.1% | 296,013 | $11.2M |
| Prudential PLC | 0.06% | Reduce -5.5% | 295,740 | $11.2M |
| Cibc World Market Inc. | 0.03% | Add +1.9% | 290,904 | $11.0M |
| Ogorek Anthony Joseph /NY/ | 3.52% | Reduce -2.6% | 283,732 | $10.7M |
| Private Advisor Group, LLC | 0.06% | Reduce -10.8% | 281,278 | $10.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +2.6% | 278,726 | $10.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.45% | Add +3.5% | 262,632 | $9.9M |
| Financial Advocates Investment Management | 0.70% | Add +0.1% | 262,276 | $9.9M |
| Janney Montgomery Scott LLC | 0.03% | Add +32.7% | 256,775 | $9.7M |
| WCG Wealth Advisors LLC | 0.72% | Reduce -16.6% | 249,926 | $9.4M |
| Robertson Stephens Wealth Management, LLC | 0.33% | Add +3.9% | 233,614 | $8.8M |
| Sage Capital Management, LLC | 4.70% | Add +2.2% | 229,472 | $8.7M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2.15% | No change | 229,190 | $8.6M |
| Chicago Wealth Management, Inc. | 4.46% | Add +1.4% | 225,800 | $8.5M |
| Equitable Holdings, Inc. | 0.08% | Reduce -13.3% | 225,638 | $8.5M |
| MAI Capital Management | 0.06% | Reduce -1.9% | 221,822 | $8.4M |
| Merit Financial Group, LLC | 0.12% | Add +7.1% | 217,252 | $8.2M |
| National Philanthropic Trust | 0.13% | Add +26.6% | 213,640 | $8.1M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -3.4% | 210,705 | $7.9M |
| Systelligence, LLC | 1.91% | Add +96.7% | 210,477 | $7.9M |
| Marshall Financial Group, LLC | 1.71% | New | 206,966 | $7.8M |
| New England Private Wealth Advisors LLC | 1.20% | Add +0.2% | 205,783 | $7.8M |
| Van Eck Associates Corp. | 0.01% | Add +53.1% | 198,505 | $7.5M |
| Adapt Wealth Advisors, LLC | 3.56% | Add +8.4% | 193,669 | $7.3M |
| Symphony Financial Services, Inc. | 4.60% | Add +1.4% | 186,767 | $7.0M |
| LWM Advisory Services, LLC | 4.76% | Add +2.4% | 181,649 | $6.9M |
| Clarus Group, Inc. | 2.64% | Reduce -6.1% | 180,029 | $6.8M |
| Wolf Group Capital Advisors | 2.13% | New | 168,260 | $6.3M |
| Financial Partners Group, Inc | 0.97% | Add +15.1% | 166,806 | $6.3M |
| Susquehanna International Group, LLP | 0.01% | New | 166,506 | $6.3M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -26.8% | 166,444 | $6.3M |
| Quadrant Private Wealth Management, LLC | 1.51% | Add +0.6% | 160,338 | $6.0M |
| 5th Street Advisors, LLC | 2.79% | Add +1659.0% | 153,154 | $5.8M |
| IHT Wealth Management, LLC | 0.18% | Reduce -41.9% | 150,848 | $5.7M |
| Elyxium Wealth, LLC | 2.47% | Reduce -0.1% | 147,703 | $5.6M |
| Citadel Advisors | 0.01% | Add +14.9% | 139,154 | $5.3M |
| Avantax Advisory Services, Inc. | 0.03% | Add +5.4% | 136,319 | $5.1M |
| Harbour Investments, Inc. | 0.14% | Add +4.5% | 131,088 | $4.9M |
| NTV Asset Management LLC | 0.66% | Reduce -0.0% | 130,875 | $4.9M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +10.1% | 129,430 | $4.9M |
| NewEdge Advisors, LLC | 0.03% | Add +39.0% | 125,702 | $4.7M |
| Castle Wealth Management LLC | 1.85% | Add +5.3% | 125,078 | $4.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +103.6% | 122,260 | $4.6M |
| Fifth Third Securities, Inc. | 0.39% | Add +2.1% | 121,062 | $4.6M |
| Tower Research Capital LLC (TRC) | 0.13% | Reduce -3.6% | 114,030 | $4.5M |
| Cascade Financial Partners, LLC | 0.56% | Add +296.9% | 118,321 | $4.5M |
| Investors Research Corp | 0.96% | Add +28.8% | 117,110 | $4.4M |
| Montag A & Associates Inc. | 0.22% | Reduce -1.0% | 116,974 | $4.4M |
| GWN Securities Inc. | 0.25% | Add +1830.0% | 105,359 | $4.4M |
| Ameritas Investment Partners, Inc. | 0.15% | Add +4.7% | 116,250 | $4.4M |
| Aspire Capital Advisors LLC | 1.28% | Reduce -12.4% | 113,751 | $4.3M |
| Retirement Planning Group, LLC / NY | 4.32% | Add +6.3% | 112,611 | $4.2M |
| Bank Hapoalim BM | 0.62% | Reduce -1.5% | 109,870 | $4.1M |
| Snowden Capital Advisors LLC | 0.13% | Reduce -1.8% | 106,258 | $4.0M |
| National Bank of Canada | 0.00% | Reduce -3.6% | 106,061 | $4.0M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +231.9% | 103,090 | $3.9M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +231.9% | 103,090 | $3.9M |
| Ausdal Financial Partners, Inc. | 0.29% | Add +23.6% | 102,632 | $3.9M |
| Austin Wealth Management, LLC | 0.75% | Add +2.4% | 98,631 | $3.7M |
| Capital Advantage, Inc. | 0.68% | No change | 92,025 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +57.4% | 96,397 | $3.6M |
| Peddock Capital Advisors, LLC | 0.85% | Reduce -1.3% | 89,056 | $3.4M |
| Royal Harbor Partners, LLC | 1.29% | Reduce -55.1% | 88,003 | $3.3M |
| Allworth Financial LP | 0.02% | Reduce -5.6% | 86,360 | $3.3M |
| WT Wealth Management | 1.06% | Add +47.2% | 86,843 | $3.3M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -25.1% | 85,555 | $3.2M |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 84,600 | $3.2M |
| NorthCrest Asset Manangement, LLC | 0.10% | Add +12.6% | 83,751 | $3.2M |
| MRA Advisory Group | 1.63% | Add +4.8% | 81,131 | $3.1M |
| Meridian Wealth Management, LLC | 0.15% | Reduce -0.8% | 79,843 | $3.0M |
| BNP Paribas Financial Markets | 0.00% | Add +374.7% | 79,714 | $3.0M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +602.1% | 79,055 | $3.0M |
| Paladin Advisory Group, LLC | 2.31% | Add +0.0% | 76,667 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +8.3% | 74,870 | $2.8M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -5.0% | 74,547 | $2.8M |
| Arq Wealth Advisors, LLC | 1.04% | Add +146.7% | 74,142 | $2.8M |
| Independent Financial Group, LLC | 0.10% | Add +19.7% | 73,832 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.1% | 72,750 | $2.7M |
| Advisor Resource Council | 0.22% | New | 90,166 | $2.7M |
| Fortem Financial Group, LLC | 1.06% | Add +113.6% | 72,143 | $2.7M |
| PFG Advisors | 0.15% | Add +0.5% | 71,383 | $2.7M |
| SFI Advisors, LLC | 1.97% | Add +0.6% | 70,633 | $2.7M |
| Creative Planning | 0.00% | Add +11.3% | 69,687 | $2.6M |
| Y.D. More Investments Ltd | 0.23% | Add +23.7% | 69,141 | $2.6M |
| Provident Co of the Employees of the Hebrew University LTD | 2.81% | Add +747.7% | 64,850 | $2.4M |
| Nations Financial Group Inc, /Ia/ | 0.19% | Add +1.1% | 64,350 | $2.4M |
| Truist Financial Corp. | 0.00% | Reduce -17.0% | 64,120 | $2.4M |
| Laurel Wealth Advisors LLC | 0.37% | Add +5.5% | 62,518 | $2.4M |
| WealthBridge Capital Management, LLC | 0.66% | Add +12.1% | 61,551 | $2.3M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -8.0% | 59,682 | $2.3M |
| D. E. Shaw & Co. | 0.00% | New | 59,058 | $2.2M |
| Burke & Herbert Bank & Trust Co. | 0.53% | Reduce -0.1% | 58,375 | $2.2M |
| Arvest Investments, Inc. | 0.34% | Add +4.4% | 56,814 | $2.1M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -33.0% | 56,557 | $2.1M |
| Strive Asset Management, LLC | 1.48% | New | 56,355 | $2.1M |
| WealthCare Investment Partners, LLC | 0.90% | Add +1.7% | 59,865 | $2.1M |
| Evoke Wealth, LLC | 0.06% | Add +10.9% | 55,931 | $2.1M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -53.3% | 55,215 | $2.1M |
| Transatlantique Private Wealth LLC | 0.83% | Add +4.1% | 55,089 | $2.1M |
| Byrne Financial Freedom, LLC | 1.16% | Add +42.1% | 54,014 | $2.0M |
| Perennial Investment Advisors, LLC | 0.23% | Reduce -47.8% | 53,745 | $2.0M |
| KWB Wealth | 0.24% | Add +12.8% | 50,147 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -6.2% | 53,682 | $2.0M |
| Foresight Capital Management Advisors, Inc. | 1.23% | New | 52,477 | $2.0M |
| D.A. Davidson & Co. | 0.02% | Add +4.1% | 52,378 | $2.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +236.6% | 51,613 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +13.9% | 51,000 | $1.9M |
| AAFMAA Wealth Management & Trust LLC | 0.87% | New | 50,916 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +6.3% | 50,289 | $1.9M |
| REDW Wealth LLC | 0.70% | Add +46.9% | 49,685 | $1.9M |
| Prosperity Financial Group, Inc. | 0.93% | Add +9.5% | 49,591 | $1.9M |
| ARS Investment Partners, LLC | 0.17% | Reduce -0.1% | 46,068 | $1.9M |
| Western Wealth Management, LLC | 0.12% | Reduce -2.5% | 49,336 | $1.9M |
| Sovran Advisors, LLC | 0.24% | Add +3.9% | 50,493 | $1.8M |
| FMR LLC | 0.00% | Add +13.7% | 48,252 | $1.8M |
| Nvwm, LLC | 0.48% | Add +6.1% | 47,823 | $1.8M |
| Main Street Financial Solutions, LLC | 0.16% | New | 47,720 | $1.8M |
| Ethos Financial Group, LLC | 0.17% | No change | 43,997 | $1.8M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 7.21% | No change | 47,110 | $1.8M |
| MGB Wealth Management, LLC | 0.63% | Add +1.3% | 45,902 | $1.7M |
| Hazlett, Burt & Watson, Inc. | 0.76% | Add +7.8% | 44,741 | $1.7M |
| BigSur Wealth Management LLC | 0.45% | No change | 44,410 | $1.7M |
| US Bancorp \de | 0.00% | Add +113.8% | 43,865 | $1.7M |
| Strategy Asset Managers LLC | 0.33% | Add +2.8% | 42,864 | $1.6M |
| RFG Advisory, LLC | 0.04% | Add +261.5% | 42,749 | $1.6M |
| Stamos Capital Partners, L.P. | 0.42% | Reduce -1.8% | 42,597 | $1.6M |
| &partners | 0.02% | Reduce -22.1% | 42,207 | $1.6M |
| American Institute for Advanced Investment Management, LLP | 1.19% | Add +0.7% | 41,402 | $1.6M |
| Transamerica Financial Advisors, LLC | 0.16% | Reduce -38.2% | 40,886 | $1.5M |
| Comerica Bank | 0.01% | Reduce -9.1% | 40,089 | $1.5M |
| CVA Family Office, LLC | 0.23% | No change | 40,086 | $1.5M |
| Kraematon Investment Advisors, Inc. | 1.53% | Add +13.7% | 39,862 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.6% | 39,559 | $1.5M |
| Cary Street Partners Financial LLC | 0.05% | Add +7.2% | 39,244 | $1.5M |
| Lido Advisors, LLC | 0.01% | Add +7.4% | 39,018 | $1.5M |
| Wealthfront Advisers LLC | 0.00% | Add +8.8% | 38,874 | $1.5M |
| Stratos Investment Management, LLC | 0.08% | New | 38,253 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +5.4% | 37,838 | $1.4M |
| Magnus Financial Group LLC | 0.14% | Add +36.1% | 37,794 | $1.4M |
| Mgo One Seven LLC | 0.06% | Add +5.4% | 37,718 | $1.4M |
| World Investment Advisors | 0.04% | Add +4.4% | 37,627 | $1.4M |
| Capital Advisors, Ltd. LLC | 0.18% | Add +2.0% | 36,599 | $1.4M |
| Key Client Fiduciary Advisors, LLC | 0.63% | Add +4.1% | 36,123 | $1.4M |
| Koa Wealth Management, LLC | 1.09% | Add +9.6% | 35,911 | $1.4M |
| Focus Financial Network, Inc. | 0.06% | Reduce -1.0% | 35,776 | $1.3M |
| Park Avenue Securities LLC | 0.02% | Reduce -6.5% | 35,641 | $1.3M |
| Congress Asset Management Co. | 0.01% | Reduce -6.5% | 35,599 | $1.3M |
| Financial Freedom, LLC | 0.77% | Add +0.2% | 35,461 | $1.3M |
| JFS Wealth Advisors, LLC | 0.09% | Add +1.9% | 35,380 | $1.3M |
| Beacon Financial Advisory LLC | 0.40% | Reduce -0.2% | 34,942 | $1.3M |
| Seaview Investment Managers LLC | 0.32% | Add +3.2% | 34,883 | $1.3M |
| Marshall Investment Management, LLC | 0.80% | Add +4.0% | 34,216 | $1.3M |
| Prospera Financial Services Inc | 0.03% | Add +3.1% | 33,705 | $1.3M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +284.4% | 33,577 | $1.3M |
| Koshinski Asset Management, Inc. | 0.11% | Add +3.8% | 33,571 | $1.3M |
| Joel Isaacson & Co., LLC | 0.06% | Add +0.3% | 33,131 | $1.3M |
| WBH Advisory Inc. | 0.12% | Reduce -8.0% | 32,826 | $1.2M |
| O'ROURKE & COMPANY, Inc | 0.61% | Reduce -1.8% | 32,627 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -18.0% | 32,263 | $1.2M |
| Econ Financial Services Corp | 0.65% | Add +7.5% | 32,163 | $1.2M |
| Sharkey, Howes & Javer | 0.17% | Reduce -43.9% | 32,099 | $1.2M |
| Comprehensive Money Management Services LLC | 0.98% | Reduce -3.8% | 32,063 | $1.2M |
| Moneco Advisors, LLC | 0.12% | Add +15.5% | 31,810 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +4.7% | 31,121 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +22.4% | 30,782 | $1.2M |
| Dumont & Blake Investment Advisors LLC | 0.32% | Reduce -0.3% | 30,507 | $1.2M |
| Trivium Point Advisory, LLC | 0.14% | Reduce -2.0% | 30,242 | $1.1M |
| IFP Advisors, Inc | 0.04% | Reduce -1.1% | 30,149 | $1.1M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -3.0% | 29,088 | $1.1M |
| Clear Creek Financial Management, LLC | 0.11% | Reduce -24.3% | 29,207 | $1.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.02% | Reduce -3.5% | 29,175 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -2.8% | 28,908 | $1.1M |
| LRI Investments, LLC | 0.10% | New | 28,657 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.07% | Reduce -3.2% | 28,584 | $1.1M |
| Insight Advisors, LLC/ PA | 0.19% | Add +0.5% | 28,469 | $1.1M |
| Centaurus Financial, Inc. | 0.07% | Reduce -29.8% | 28,476 | $1.1M |
| Barings LLC | 0.03% | No change | 28,426 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +11.1% | 28,334 | $1.1M |
| Spire Wealth Management | 0.03% | Add +7.6% | 28,224 | $1.1M |
| Arkadios Wealth Advisors | 0.04% | Add +8.8% | 27,730 | $1.0M |
| Allodium Investment Consultants, LLC | 0.77% | Add +26.3% | 27,694 | $1.0M |
| Diversify Advisory Services, LLC | 0.06% | Add +4.1% | 27,241 | $1.0M |
| Autumn Glory Partners, LLC | 0.51% | No change | 27,380 | $1.0M |
| NewEdge Wealth, LLC | 0.02% | Reduce -25.4% | 27,046 | $1.0M |
| Brookstone Capital Management | 0.01% | Add +3.4% | 26,745 | $1.0M |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -47.1% | 26,238 | $996K |
| Cresset Asset Management, LLC | 0.00% | Reduce -14.7% | 26,103 | $985K |
| Pekin Hardy Strauss, Inc. | 0.12% | Add +10.8% | 26,005 | $981K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -2.4% | 25,597 | $966K |
| Intrepid Financial Planning Group LLC | 0.44% | Add +4.6% | 25,420 | $959K |
| Principal Securities, Inc. | 0.02% | Add +0.5% | 23,646 | $956K |
| Invst, LLC | 0.13% | New | 24,996 | $943K |
| Cathy Pareto & Associates, Inc. | 0.83% | Add +0.8% | 24,858 | $938K |
| Level Four Advisory Services, LLC | 0.04% | Reduce -13.7% | 24,691 | $932K |
| Two Sigma Securities, LLC | 0.14% | New | 24,668 | $931K |
| Harbor Investment Advisory, LLC | 0.09% | Reduce -16.3% | 24,626 | $929K |
| Integrated Wealth Concepts LLC | 0.01% | Add +111.2% | 24,552 | $926K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -66.2% | 23,774 | $897K |
| McNaughton Wealth Management, LLC | 0.44% | New | 23,756 | $896K |
| Lanark Financial, Inc. | 0.08% | — | 23,591 | $890K |
| Benjamin Edwards Inc. | 0.01% | Reduce -1.3% | 23,587 | $890K |
| Princeton Global Asset Management LLC | 0.17% | Reduce -40.4% | 23,163 | $874K |
| Entrewealth, LLC | 0.67% | Add +14.9% | 23,050 | $870K |
| Wealthspire Advisors, LLC | 0.01% | Add +0.2% | 22,658 | $855K |
| Powell Investment Advisors, LLC | 0.42% | Reduce -14.1% | 22,542 | $851K |
| Wealthcare Capital Partners, LLC | 0.44% | Reduce -2.2% | 22,479 | $848K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +10.9% | 22,426 | $846K |
| Ellis Investment Partners, LLC | 0.17% | Reduce -10.6% | 22,349 | $843K |
| Wealthspire Retirement, LLC | 0.07% | Add +0.1% | 22,156 | $836K |
| Cookson Peirce & Co. Inc. | 0.04% | Reduce -16.8% | 22,118 | $835K |
| Kickstand Ventures, Llc. | 0.21% | Reduce -85.0% | 21,715 | $819K |
| Financial Counselors Inc. | 0.01% | Reduce -8.5% | 21,409 | $808K |
| Citizens Financial Group Inc. | 0.02% | Add +1.9% | 21,145 | $798K |
| Summit Trail Advisors, LLC | 0.03% | Reduce -17.1% | 21,042 | $794K |
| Jane Street Group, LLC | 0.00% | Add +11.1% | 20,867 | $787K |
| Beaumont Financial Advisors, LLC | 0.06% | Add +0.1% | 20,814 | $785K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +53.4% | 20,586 | $777K |
| Sowell Financial Services LLC | 0.04% | Reduce -4.1% | 20,447 | $771K |
| Essex Financial Services, Inc. | 0.06% | Add +0.3% | 20,341 | $767K |
| Captrust Financial Advisors | 0.00% | Add +7.8% | 20,321 | $767K |
| Bard Associates Inc. | 0.29% | Reduce -1.9% | 20,275 | $765K |
| Fort Point Capital Partners LLC | 0.08% | Reduce -3.8% | 19,970 | $753K |
| Mutual Advisors, LLC | 0.02% | Add +3.9% | 19,850 | $753K |
| First Heartland Consultants, Inc. | 0.08% | Reduce -61.4% | 19,527 | $737K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -1.3% | 19,514 | $736K |
| GTS Securities LLC | 0.03% | Reduce -51.3% | 19,490 | $735K |
| Claris Financial LLC | 0.46% | No change | 17,461 | $706K |
| SlateStone Wealth, LLC | 0.07% | Reduce -10.4% | 18,501 | $698K |
| Choreo, LLC | 0.01% | Add +1.6% | 18,317 | $691K |
| Okabena Investment Services Inc. | 0.17% | No change | 18,000 | $679K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -3.8% | 17,736 | $669K |
| Valued Retirements, Inc. | 0.87% | No change | 17,597 | $664K |
| Sage Mountain Advisors LLC | 0.05% | Add +3.2% | 17,333 | $654K |
| ORG Partners LLC | 0.16% | New | 16,766 | $635K |
| Chicago Partners Investment Group LLC | 0.02% | New | 16,072 | $632K |
| Legacy PCG, LLC | 0.45% | Reduce -24.0% | 16,739 | $632K |
| Accel Wealth Management | 0.23% | Reduce -1.2% | 16,703 | $630K |
| Mechanics Bank Trust Department | 0.09% | No change | 16,575 | $625K |
| Stephen J. Garry & Associates, LLC | 0.58% | Reduce -1.6% | 16,340 | $617K |
| Sierra Capital LLC | 0.07% | No change | 16,305 | $615K |
| Caprock Group, LLC | 0.02% | Reduce -3.1% | 16,193 | $611K |
| Parallel Advisors, LLC | 0.01% | Add +524.0% | 16,163 | $610K |
| Tandem Capital Management Corp. | 0.34% | No change | 16,070 | $606K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.29% | Reduce -1.1% | 16,002 | $604K |
| Bison Wealth, LLC | 0.06% | New | 15,799 | $602K |
| Interactive Financial Advisors, Inc. | 0.32% | Add +2.2% | 15,810 | $597K |
| Finivi Inc. | 0.47% | Add +0.9% | 15,624 | $590K |
| GeoWealth Management, LLC | 0.02% | Reduce -22.9% | 15,512 | $585K |
| Private Trust Co. NA | 0.06% | Add +4.3% | 15,217 | $574K |
| Wellington Shields Capital Management, LLC | 0.10% | No change | 14,875 | $561K |
| Old National Bancorp | 0.01% | New | 14,737 | $556K |
| GenTrust, LLC | 0.03% | Add +0.4% | 14,640 | $552K |
| Willner & Heller, LLC | 0.50% | Reduce -12.1% | 14,409 | $544K |
| Stephens Inc. | 0.01% | Reduce -3.1% | 14,307 | $540K |
| Ameraudi Asset Management, Inc. | 0.31% | Reduce -10.7% | 14,259 | $538K |
| HSBC Holdings PLC | 0.00% | New | 14,198 | $536K |
| Gries Financial LLC | 0.10% | Reduce -2.3% | 14,091 | $532K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +1.1% | 13,985 | $528K |
| AIFG Consultants Ltd. | 0.87% | Add +107.8% | 13,959 | $527K |
| Matauro, LLC | 0.11% | Reduce -3.2% | 13,931 | $526K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -4.1% | 13,928 | $525K |
| Claro Advisors Inc. | 0.07% | Reduce -5.1% | 13,540 | $511K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -15.0% | 13,255 | $500K |
| Pinnacle Wealth Management Group, Inc. | 0.35% | Reduce -4.8% | 13,184 | $497K |
| Secure Asset Management, LLC | 0.10% | Add +3.4% | 13,132 | $495K |
| Ancora Advisors LLC | 0.01% | Reduce -5.6% | 13,117 | $495K |
| Cerity Partners LLC | 0.00% | Reduce -93.4% | 13,086 | $494K |
| WJ Wealth Management, LLC | 0.17% | No change | 12,600 | $475K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 12,599 | $475K |
| StoneX Group Inc. | 0.03% | Reduce -9.3% | 12,451 | $470K |
| 1776 Wealth LLC | 0.21% | Reduce -7.5% | 12,310 | $464K |
| Archford Capital Strategies, LLC | 0.07% | Add +3.3% | 12,162 | $459K |
| Core Wealth Advisors, Inc. | 0.14% | No change | 11,712 | $442K |
| Prosperity Wealth Management, Inc. | 0.21% | Reduce -14.1% | 11,609 | $438K |
| Tradition Wealth Management, LLC | 0.04% | Add +0.1% | 11,519 | $435K |
| Compound Planning, Inc. | 0.02% | New | 11,463 | $433K |
| Kovack Advisors, Inc. | 0.05% | Reduce -2.2% | 11,416 | $431K |
| Acorn Wealth Advisors, LLC | 0.18% | Reduce -5.0% | 11,376 | $429K |
| Investment Partners Asset Management, Inc. | 0.34% | No change | 11,331 | $428K |
| Visionary Wealth Advisors | 0.02% | Add +11.4% | 10,918 | $412K |
| Jacobi Capital Management LLC | 0.03% | Add +2.4% | 10,897 | $411K |
| Premier Path Wealth Partners, LLC | 0.06% | Reduce -1.3% | 10,838 | $409K |
| Strategic Advisors LLC | 0.08% | Reduce -4.9% | 10,516 | $397K |
| Diversified Enterprises, LLC | 0.03% | Reduce -9.9% | 10,390 | $392K |
| Grandview Asset Management LLC | 0.15% | Add +35.3% | 10,189 | $384K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -48.8% | 10,155 | $383K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +0.3% | 10,145 | $383K |
| Alteri Wealth LLC | 0.17% | Add +8.4% | 10,141 | $383K |
| DHK Financial Advisors, Inc. | 0.21% | No change | 10,000 | $377K |
| Pinnacle Associates Ltd. | 0.01% | Add +4.3% | 9,945 | $375K |
| Alpha Financial Partners LLC | 0.29% | No change | 9,675 | $365K |
| Activest Wealth Management | 0.10% | Add +0.0% | 9,621 | $363K |
| Crew Capital Management, Ltd | 0.30% | Reduce -3.8% | 9,598 | $362K |
| Great Diamond Partners, LLC | 0.10% | Add +0.3% | 9,557 | $361K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +24.5% | 9,280 | $353K |
| Bank of New York Mellon Corp | 0.00% | Add +73.8% | 9,258 | $349K |
| Whittier Trust Co. | 0.00% | No change | 9,189 | $347K |
| Werba Rubin Papier Wealth Management | 0.08% | No change | 9,185 | $347K |
| Valmark Advisers, Inc. | 0.01% | Reduce -15.1% | 9,091 | $343K |
| Total Clarity Wealth Management, Inc. | 0.11% | No change | 8,487 | $343K |
| Journey Advisory Group, LLC | 0.03% | Reduce -21.6% | 8,925 | $337K |
| Savant Capital, LLC | 0.00% | Reduce -6.1% | 8,875 | $335K |
| Richardson Capital Management LLC | 0.21% | Add +6.0% | 8,798 | $332K |
| Scotia Capital Inc. | 0.00% | New | 8,796 | $332K |
| Tyler-Stone Wealth Management | 0.06% | No change | 8,666 | $327K |
| Vestcor Inc | 0.01% | Add +0.5% | 8,495 | $321K |
| Purus Wealth Management, LLC | 0.14% | Add +0.0% | 8,449 | $319K |
| Helium Advisors LLC | 0.23% | Add +41.5% | 8,330 | $314K |
| IFG Advisory, LLC | 0.02% | Add +3.4% | 8,287 | $313K |
| Wealthcare Capital Management LLC | 0.03% | Reduce -2.7% | 8,220 | $310K |
| Synovus Financial Corp. | 0.00% | New | 8,207 | $310K |
| Castleview Partners, LLC | 0.21% | Add +81.0% | 8,170 | $308K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 8,076 | $306K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 8,051 | $304K |
| Embree Financial Group | 0.05% | Add +17.8% | 8,015 | $302K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +5.7% | 8,011 | $302K |
| Peoples Bank | 0.20% | Reduce -72.4% | 8,010 | $302K |
| Planning Directions Inc. | 0.13% | Add +0.2% | 8,001 | $302K |
| Eagle Wealth Strategies LLC | 0.18% | Reduce -8.4% | 7,812 | $295K |
| Wealthspan Partners, LLC | 0.14% | Reduce -8.0% | 7,784 | $294K |
| Stonebridge Financial Group, LLC | 0.03% | Add +7.5% | 7,782 | $294K |
| Cascade Investment Group, Inc. | 0.23% | Reduce -5.0% | 7,779 | $294K |
| Advisors Management Group Inc. | 0.06% | Reduce -2.2% | 7,756 | $293K |
| Altus Wealth Group LLC | 0.14% | No change | 7,750 | $292K |
| International Assets Investment Management, LLC | 0.03% | Add +3.6% | 7,682 | $290K |
| Heritage Oak Wealth Advisors LLC | 0.13% | Reduce -73.8% | 7,656 | $289K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.5% | 7,633 | $288K |
| GSG Advisors LLC | 0.09% | Add +0.3% | 7,739 | $286K |
| Legacy Edge Advisors, LLC | 0.04% | Reduce -2.8% | 7,571 | $286K |
| Merkkuri Wealth Advisors LLC | 0.24% | Reduce -24.2% | 7,569 | $286K |
| Good Life Advisors, LLC | 0.02% | Add +0.1% | 7,567 | $285K |
| Global Financial Private Client, LLC | 0.11% | No change | 7,500 | $283K |
| Valley National Advisers Inc. | 0.05% | Add +105.1% | 7,436 | $280K |
| Flaharty Asset Management, LLC | 0.04% | Add +27.7% | 7,385 | $279K |
| Lindbrook Capital, LLC | 0.03% | No change | 7,322 | $276K |
| Creative Financial Designs Inc. | 0.02% | Reduce -16.5% | 7,293 | $275K |
| Vontobel Holding Ltd. | 0.00% | Add +22.7% | 7,252 | $274K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +8.8% | 7,195 | $271K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -27.4% | 7,118 | $269K |
| Channel Wealth LLC | 0.08% | Add +1.7% | 7,091 | $268K |
| KPP Advisory Services LLC | 0.05% | New | 6,974 | $263K |
| NorthCoast Asset Management LLC | 0.00% | Add +4.7% | 6,950 | $262K |
| Marcum Wealth, LLC | 0.02% | Reduce -6.3% | 6,868 | $259K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +5.2% | 6,855 | $259K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -38.5% | 6,825 | $258K |
| Cheviot Value Management, LLC | 0.03% | New | 6,500 | $257K |
| Brandywine Oak Private Wealth LLC | 0.03% | No change | 6,812 | $257K |
| Financial Sense Advisors, Inc. | 0.07% | Add +2.5% | 6,784 | $256K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +3.9% | 6,753 | $255K |
| Townsquare Capital LLC | 0.00% | Reduce -27.4% | 6,679 | $252K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -0.8% | 6,678 | $252K |
| Quantinno Capital Management LP | 0.00% | New | 6,667 | $252K |
| Exchange Bank | 0.20% | New | 6,651 | $251K |
| Fairscale Capital, LLC | 0.22% | No change | 6,588 | $249K |
| Hilltop Holdings Inc. | 0.02% | New | 6,576 | $248K |
| FRG Family Wealth Advisors LLC | 0.05% | No change | 6,490 | $245K |
| Stonebridge Financial Planning Group, LLC | 0.11% | Add +5.8% | 6,474 | $244K |
| DAVENPORT & Co LLC | 0.00% | Reduce -23.6% | 6,468 | $244K |
| Keystone Financial Group | 0.02% | New | 6,389 | $241K |
| TD Private Client Wealth LLC | 0.01% | Reduce -1.0% | 6,362 | $240K |
| PFG Investments, LLC | 0.02% | New | 6,338 | $239K |
| Means Investment Co., Inc. | 0.03% | Reduce -11.6% | 6,314 | $238K |
| Avondale Wealth Management | 0.15% | No change | 6,308 | $238K |
| Apollon Financial, LLC | 0.06% | Reduce -10.4% | 6,302 | $238K |
| First Manhattan Co. Llc. | 0.00% | No change | 6,300 | $238K |
| 1858 Wealth Management, LLC | 0.20% | No change | 6,270 | $237K |
| MADDEN SECURITIES Corp | 0.09% | No change | 6,150 | $232K |
| Aveo Capital Partners, LLC | 0.04% | Add +0.3% | 5,883 | $231K |
| Heritage Wealth Management, Inc. | 0.08% | Reduce -27.4% | 6,125 | $231K |
| Elios Financial Group Inc. | 0.11% | Add +9.2% | 6,096 | $230K |
| Simplicity Wealth,LLC | 0.02% | New | 6,086 | $230K |
| Capital Insight Partners, LLC | 0.04% | Reduce -2.4% | 6,059 | $229K |
| Centurion Wealth Management LLC | 0.07% | No change | 5,652 | $228K |
| Tidemark, LLC | 0.08% | Reduce -82.8% | 6,052 | $228K |
| Silver Oak Securities, Incorporated | 0.02% | New | 6,036 | $227K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -0.9% | 5,992 | $226K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -6.7% | 5,957 | $225K |
| HB Wealth Management, LLC | 0.00% | Add +18.6% | 5,955 | $225K |
| Blue Chip Partners, LLC | 0.02% | Reduce -4.2% | 5,910 | $223K |
| Trustmark Bank Trust Department | 0.02% | Reduce -34.4% | 5,906 | $223K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.3% | 5,847 | $221K |
| Warner Financial, Inc. | 0.10% | Reduce -23.9% | 5,818 | $220K |
| Unique Wealth Strategies, LLC | 0.10% | Reduce -12.4% | 5,775 | $218K |
| AlphaCore Capital LLC | 0.02% | New | 5,756 | $217K |
| Sierra Ocean, LLC | 0.17% | Reduce -8.8% | 5,683 | $214K |
| Barnes Wealth Management Group, Inc | 0.14% | Add +9.3% | 5,655 | $213K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -2.1% | 5,633 | $213K |
| Virtue Capital Management, LLC | 0.02% | New | 5,505 | $208K |
| First Business Financial Services, Inc. | 0.02% | New | 5,401 | $204K |
| Colonial Trust Co / SC | 0.03% | No change | 5,400 | $204K |
| IMG Wealth Management, Inc. | 0.18% | Reduce -1.3% | 5,398 | $204K |
| Castle Rock Wealth Management, LLC | 0.05% | Reduce -17.4% | 5,337 | $202K |
| Elevated Capital Advisors, LLC | 0.06% | Reduce -0.8% | 5,350 | $202K |
| Moors & Cabot, Inc. | 0.01% | Reduce -0.3% | 5,338 | $201K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +15.8% | 4,760 | $180K |
| Ameriflex Group, Inc. | 0.07% | Add +0.9% | 4,757 | $179K |
| Sofi Wealth, LLC | 0.01% | Add +559.4% | 4,504 | $170K |
| AE Wealth Management LLC | 0.00% | Reduce -19.9% | 4,315 | $163K |
| Fifth Third Bancorp | 0.00% | Add +40.6% | 4,279 | $161K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -1.1% | 4,246 | $160K |
| Ameliora Wealth Management Ltd. | 0.06% | No change | 4,000 | $151K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -12.7% | 3,959 | $146K |
| Garde Capital, Inc. | 0.01% | No change | 3,800 | $143K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | Add +58.4% | 3,749 | $141K |
| Security National Bank | 0.03% | No change | 3,700 | $140K |
| FWL Investment Management, LLC | 0.05% | Add +40.6% | 3,512 | $133K |
| Anchor Investment Management, LLC | 0.01% | No change | 3,400 | $128K |
| Signaturefd, LLC | 0.00% | Add +0.4% | 3,087 | $116K |
| Barclays PLC | 0.00% | No change | 3,000 | $113K |
| AdvisorNet Financial, Inc | 0.01% | No change | 2,912 | $110K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -98.6% | 2,805 | $106K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 2,785 | $105K |
| Park Square Financial Group, LLC | 0.08% | Reduce -2.2% | 2,665 | $101K |
| Flagship Wealth Advisors, LLC | 0.04% | No change | 2,545 | $96K |
| Concord Wealth Partners | 0.02% | Reduce -3.3% | 2,443 | $92K |
| Capital Analysts, LLC | 0.00% | Add +5.6% | 2,394 | $90K |
| Blue Bell Private Wealth Management, LLC | 0.02% | New | 2,320 | $88K |
| Banque Cantonale Vaudoise | 0.00% | — | 2,313 | $87K |
| Tsfg, LLC | 0.02% | Reduce -93.1% | 2,283 | $86K |
| Simplex Trading, LLC | 0.00% | Reduce -14.0% | 2,229 | $84K |
| Larson Financial Group LLC | 0.00% | Add +1359.9% | 2,219 | $84K |
| Westside Investment Management, Inc. | 0.02% | Add +11.8% | 2,205 | $83K |
| Golden State Wealth Management, LLC | 0.01% | Add +1608.8% | 2,136 | $81K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,108 | $80K |
| Beacon Capital Management, LLC | 0.01% | Add +1.1% | 1,979 | $75K |
| Crewe Advisors LLC | 0.01% | No change | 1,976 | $75K |
| New Millennium Group LLC | 0.05% | Reduce -98.4% | 1,942 | $73K |
| BankPlus Trust Department | 0.02% | No change | 1,880 | $71K |
| Register Financial Advisors LLC | 0.04% | No change | 1,841 | $69K |
| Assetmark, Inc. | 0.00% | Reduce -5.1% | 1,740 | $66K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -24.0% | 1,609 | $61K |
| First United Bank & Trust | 0.02% | No change | 1,565 | $59K |
| AllSquare Wealth Management LLC | 0.03% | No change | 1,500 | $57K |
| Main Management LLC | 0.00% | No change | 1,439 | $54K |
| Rothschild Investment LLC | 0.00% | No change | 1,361 | $51K |
| Main Street Group, LTD | 0.02% | No change | 1,313 | $50K |
| Glenmede Trust Co. NA | 0.00% | Reduce -25.2% | 1,300 | $49K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -3.1% | 1,293 | $49K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 1,182 | $48K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,167 | $44K |
| Angeles Wealth Management, LLC | 0.00% | No change | 1,140 | $43K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,054 | $40K |
| Arlington Trust Co LLC | 0.01% | New | 850 | $32K |
| Winch Advisory Services, LLC | 0.01% | Add +0.4% | 827 | $31K |
| Hanson & Doremus Investment Management | 0.00% | Add +17.3% | 827 | $31K |
| Addison Advisors LLC | 0.01% | No change | 800 | $30K |
| Bank of New Hampshire | 0.01% | No change | 800 | $30K |
| Webster Bank, N. A. | 0.00% | New | 768 | $29K |
| Salomon & Ludwin, LLC | 0.00% | No change | 767 | $29K |
| Key Financial Inc | 0.01% | No change | 756 | $29K |
| Runnymede Capital Advisors, Inc. | 0.03% | Reduce -37.2% | 750 | $28K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 723 | $27K |
| Crowley Wealth Management, Inc. | 0.03% | No change | 700 | $26K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -94.9% | 659 | $25K |
| Darwin Wealth Management, LLC | 0.01% | No change | 566 | $23K |
| Sandy Spring Bank | 0.00% | No change | 600 | $23K |
| Bokf, NA | 0.00% | Reduce -84.2% | 600 | $23K |
| UMB Bank, n.a. | 0.00% | Add +51.5% | 600 | $23K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +1246.3% | 552 | $21K |
| Archer Investment Corp | 0.01% | Add +0.4% | 515 | $19K |
| Hurley Capital, LLC | 0.01% | Add +0.2% | 513 | $19K |
| HM Payson & Co. | 0.00% | New | 512 | $19K |
| Consultiva Wealth Management, Corp. | 0.06% | New | 500 | $19K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -79.8% | 500 | $19K |
| Truvestments Capital LLC | 0.00% | No change | 487 | $18K |
| Bogart Wealth, LLC | 0.00% | Add +6.7% | 480 | $18K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -81.1% | 479 | $18K |
| Comprehensive Financial Planning, Inc. | 0.02% | Reduce -4.6% | 460 | $17K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -26.0% | 456 | $17K |
| Pacific Center for Financial Services | 0.00% | Add +0.2% | 445 | $17K |
| MCF Advisors LLC | 0.00% | No change | 420 | $16K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 392 | $15K |
| Operose Advisors LLC | 0.00% | Add +25.3% | 391 | $15K |
| Wayfinding Financial, LLC | 0.01% | New | 386 | $14K |
| SVB Wealth LLC | 0.00% | New | 343 | $13K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 334 | $13K |
| Creekmur Asset Management LLC | 0.00% | Add +0.3% | 322 | $12K |
| Barrett & Company, Inc. | 0.00% | Add +0.3% | 300 | $11K |
| Bessemer Group Inc. | 0.00% | New | 288 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | Add +92.7% | 291 | $11K |
| Gen-Wealth Partners Inc | 0.00% | No change | 275 | $10K |
| GW&K Investment Management, LLC | 0.00% | New | 261 | $10K |
| Blue Trust, Inc. | 0.00% | Add +2510.0% | 261 | $10K |
| Glassman Wealth Services | 0.00% | New | 256 | $10K |
| Mb, Levis & Associates, LLC | 0.00% | Add +16.3% | 250 | $9K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +0.4% | 240 | $9K |
| FSA Wealth Management LLC | 0.00% | Add +0.4% | 230 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 210 | $8K |
| Bellevue Asset Management, LLC | 0.00% | Add +0.5% | 204 | $8K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -80.4% | 204 | $8K |
| Asset Dedication, LLC | 0.00% | No change | 203 | $8K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 195 | $7K |
| SBI Securities Co., Ltd. | 0.00% | Add +272.0% | 186 | $7K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 189 | $7K |
| Dunhill Financial, LLC | 0.00% | New | 298 | $6K |
| Mather Group, Llc. | 0.00% | Reduce -54.4% | 159 | $6K |
| Future Financial Wealth Managment LLC | 0.00% | Reduce -30.2% | 150 | $6K |
| PFS Partners, LLC | 0.00% | No change | 145 | $5K |
| NewSquare Capital LLC | 0.00% | New | 144 | $5K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 119 | $4K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 118 | $4K |
| 2UniFi Bank | 0.00% | No change | 109 | $4K |
| Washington Growth Strategies LLC | 3.85% | — | 38 | $4K |
| Wood Tarver Financial Group, LLC | 0.00% | Reduce -40.7% | 105 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 95 | $4K |
| Aspect Partners, LLC | 0.00% | No change | 76 | $3K |
| Trust Co. of Vermont | 0.00% | Reduce -83.5% | 75 | $3K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -97.6% | 72 | $3K |
| NorthRock Partners, LLC | 0.00% | New | 70 | $3K |
| SouthState Bank Corp | 0.00% | New | 62 | $2K |
| Morse Asset Management, Inc | 0.00% | Add +1.8% | 56 | $2K |
| Pflug Koory, LLC | 0.00% | No change | 50 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 50 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 50 | $2K |
| Painted Porch Advisors LLC | 0.00% | New | 47 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 43 | $2K |
| CENTRAL TRUST Co | 0.00% | No change | 41 | $2K |
| Hager Investment Management Services, LLC | 0.00% | No change | 35 | $1K |
| Red Tortoise LLC | 0.00% | No change | 30 | $1K |
| Logan Capital Management Inc. | 0.00% | No change | 28 | $1K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 26 | $981 |
| Atlas Capital Advisors Inc. | 0.00% | No change | 26 | $980 |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 23 | $868 |
| Cranbrook Wealth Management, LLC | 0.00% | New | 20 | $755 |
| Bfsg, LLC | 0.00% | Reduce -82.3% | 15 | $566 |
| St Germain D J Co. Inc. | 0.00% | No change | 10 | $377 |
| Deutsche Bank AG | 0.00% | No change | 10 | $377 |
"% of holder's portfolio" is PAVE's weight in each manager's 13F, not the share of Global X US Infrastructure the manager owns.