Holdings Channel
Quotes delayed 20 minutes

Email EnvelopeFree USMV Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding USMV

On this page, we present all of the funds holding USMV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding USMV, with a link to that fund's top holdings. The next columns indicate the amount of USMV stock held by each of the funds holding USMV, followed by the USMV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1172 funds holding USMV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding USMV), click the fund name in the "Holder" column of the funds-holding-USMV table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE34,303,389$2,676,693 12/31/2023
     USMV34,303,389$2,676,693 12/31/2023
FMR LLC20,622,012$1,609,136 12/31/2023
     USMV20,622,012$1,609,136 12/31/2023
Morgan Stanley17,782,804$1,387,592 12/31/2023
     USMV17,782,804$1,387,592 12/31/2023
Raymond James & Associates15,949,103$1,333,026 03/31/2024
     USMV15,949,103$1,333,026 03/31/2024
Envestnet Asset Management Inc.15,485,631$1,208,344 12/31/2023
     USMV15,485,631$1,208,344 12/31/2023
The PNC Financial Services Group Inc.9,098,914$709,988 12/31/2023
     USMV9,098,914$709,988 12/31/2023
Mercer Global Advisors Inc. ADV7,988,894$623,373 12/31/2023
     USMV7,988,894$623,373 12/31/2023
BlackRock Inc.7,778,380$606,947 12/31/2023
     USMV7,778,380$606,947 12/31/2023
LPL Financial LLC6,026,304$470,232 12/31/2023
     USMV6,026,304$470,232 12/31/2023
Raymond James Financial Services Advisors Inc.4,435,220$370,696 03/31/2024
     USMV4,435,220$370,696 03/31/2024
JPMorgan Chase & Co.4,721,382$368,409 12/31/2023
     USMV4,721,382$368,409 12/31/2023
Wells Fargo & Company MN4,298,794$335,435 12/31/2023
     USMV4,298,794$335,435 12/31/2023
Ameriprise Financial Inc.4,237,311$330,644 12/31/2023
     USMV4,237,311$330,644 12/31/2023
Alaska Permanent Fund Corp3,947,820$329,959 03/31/2024
     USMV3,947,820$329,959 03/31/2024
UBS Group AG4,182,777$326,382 12/31/2023
     USMV4,182,777$326,382 12/31/2023
Catalyst Capital Advisors LLC3,476,657$290,579 03/31/2024
     USMV3,476,657$290,579 03/31/2024
Millburn Ridgefield Corp3,577,133$279,124 12/31/2023
     USMV3,577,133$279,124 12/31/2023
Wealth Enhancement Advisory Services LLC3,170,418$264,984 03/31/2024
     USMV3,170,418$264,984 03/31/2024
Sei Investments Co.2,799,988$218,483 12/31/2023
     USMV2,799,988$218,483 12/31/2023
Northwestern Mutual Wealth Management Co.2,720,842$212,308 12/31/2023
     USMV2,720,842$212,308 12/31/2023
Commonwealth Equity Services LLC2,602,460$203,070 12/31/2023
     USMV2,602,460$203,070 12/31/2023
Captrust Financial Advisors2,303,329$179,729 12/31/2023
     USMV2,303,329$179,729 12/31/2023
Royal Bank of Canada2,197,425$171,464 12/31/2023
     USMV2,197,425$171,464 12/31/2023
Cerity Partners LLC2,132,230$166,378 12/31/2023
     USMV2,132,230$166,378 12/31/2023
Advisor Group Holdings Inc.1,920,282$149,937 12/31/2023
     USMV1,920,282$149,937 12/31/2023
Assetmark Inc.1,630,433$127,223 12/31/2023
     USMV1,630,433$127,223 12/31/2023
US Bancorp DE1,472,067$114,865 12/31/2023
     USMV1,472,067$114,865 12/31/2023
Mariner LLC1,334,892$104,162 12/31/2023
     USMV1,334,892$104,162 12/31/2023
Cambridge Investment Research Advisors Inc.1,240,289$103,663 03/31/2024
     USMV1,240,289$103,663 03/31/2024
Securian Asset Management Inc1,290,762$100,718 12/31/2023
     USMV1,290,762$100,718 12/31/2023
Bank of New York Mellon Corp1,098,813$91,839 03/31/2024
     USMV1,098,813$91,839 03/31/2024
CWM LLC1,091,387$91,218 03/31/2024
     USMV1,091,387$91,218 03/31/2024
Brookstone Capital Management1,089,145$91,031 03/31/2024
     USMV1,089,145$91,031 03/31/2024
Cetera Advisors LLC1,156,060$90,207 12/31/2023
     USMV1,156,060$90,207 12/31/2023
Financial Advisors LLC1,081,490$84,389 12/31/2023
     USMV1,081,490$84,389 12/31/2023
MML Investors Services LLC1,068,806$83,399 12/31/2023
     USMV1,068,806$83,399 12/31/2023
Johnson Investment Counsel Inc.1,052,761$82,147 12/31/2023
     USMV1,052,761$82,147 12/31/2023
Wade G W & Inc.913,087$71,248 12/31/2023
     USMV913,087$71,248 12/31/2023
Envestnet Portfolio Solutions Inc.884,229$68,996 12/31/2023
     USMV884,229$68,996 12/31/2023
Integrated Wealth Concepts LLC877,178$68,446 12/31/2023
     USMV877,178$68,446 12/31/2023
AE Wealth Management LLC820,614$65,633 12/31/2023
     USMV820,614$65,633 12/31/2023
Janney Montgomery Scott LLC821,754$64,121 12/31/2023
     USMV821,754$64,121 12/31/2023
Horizon Investments LLC818,488$63,867 12/31/2023
     USMV818,488$63,867 12/31/2023
Vestcor Inc788,484$61,525 12/31/2023
     USMV788,484$61,525 12/31/2023
HighTower Advisors LLC776,696$60,556 12/31/2023
     USMV776,696$60,556 12/31/2023
Quotient Wealth Partners LLC769,262$60,025 12/31/2023
     USMV769,262$60,025 12/31/2023
Private Advisor Group LLC655,035$51,112 12/31/2023
     USMV655,035$51,112 12/31/2023
Capstone Investment Advisors LLC622,029$48,537 12/31/2023
     USMV622,029$48,537 12/31/2023
Allianz Asset Management GmbH596,741$46,564 12/31/2023
     USMV596,741$46,564 12/31/2023
Fragasso Group Inc.548,948$45,881 03/31/2024
     USMV548,948$45,881 03/31/2024
Legacy Financial Advisors Inc.583,769$45,551 12/31/2023
     USMV583,769$45,551 12/31/2023
Steward Partners Investment Advisory LLC556,617$43,433 12/31/2023
     USMV556,617$43,433 12/31/2023
Geneos Wealth Management Inc.518,679$40,473 12/31/2023
     USMV518,679$40,473 12/31/2023
ARS Wealth Advisors Group LLC511,936$39,946 12/31/2023
     USMV511,936$39,946 12/31/2023
Cetera Investment Advisers511,141$39,884 12/31/2023
     USMV511,141$39,884 12/31/2023
GWM Advisors LLC484,031$38,268 12/31/2023
     USMV484,031$38,268 12/31/2023
Stifel Financial Corp488,143$38,089 12/31/2023
     USMV488,143$38,089 12/31/2023
Truist Financial Corp477,788$37,282 12/31/2023
     USMV477,788$37,282 12/31/2023
Symmetry Partners LLC438,136$36,619 03/31/2024
     USMV438,136$36,619 03/31/2024
FIL Ltd463,861$36,195 12/31/2023
     USMV463,861$36,195 12/31/2023
Glenmede Trust Co. NA461,482$36,009 12/31/2023
     USMV461,482$36,009 12/31/2023
Resources Investment Advisors LLC.459,503$35,855 12/31/2023
     USMV459,503$35,855 12/31/2023
Squarepoint Ops LLC449,296$35,059 12/31/2023
     USMV449,296$35,059 12/31/2023
Keybank National Association OH448,361$34,986 12/31/2023
     USMV448,361$34,986 12/31/2023
Pineridge Advisors LLC446,526$34,842 12/31/2023
     USMV446,526$34,842 12/31/2023
Cetera Advisor Networks LLC438,444$34,212 12/31/2023
     USMV438,444$34,212 12/31/2023
Alliancebernstein L.P.417,842$32,604 12/31/2023
     USMV417,842$32,604 12/31/2023
Klingman & Associates LLC410,940$32,066 12/31/2023
     USMV410,940$32,066 12/31/2023
Halpern Financial Inc.379,088$31,335 03/31/2024
     USMV379,088$31,335 03/31/2024
Granite Bay Wealth Management LLC411,222$30,674 12/31/2023
     USMV411,222$30,674 12/31/2023
Thrivent Financial for Lutherans382,818$29,871 12/31/2023
     USMV382,818$29,871 12/31/2023
Equitable Holdings Inc.379,485$29,611 12/31/2023
     USMV379,485$29,611 12/31/2023
GDS Wealth Management346,097$28,927 03/31/2024
     USMV346,097$28,927 03/31/2024
Atria Wealth Solutions Inc.363,077$28,331 12/31/2023
     USMV363,077$28,331 12/31/2023
Stratos Wealth Partners LTD.334,237$27,936 03/31/2024
     USMV334,237$27,936 03/31/2024
Telemus Capital LLC350,888$27,380 12/31/2023
     USMV350,888$27,380 12/31/2023
Wealthsource Partners LLC349,094$27,240 12/31/2023
     USMV349,094$27,240 12/31/2023
Comerica Bank343,654$26,815 12/31/2023
     USMV343,654$26,815 12/31/2023
Nottingham Advisors Inc.336,032$26,221 12/31/2023
     USMV336,032$26,221 12/31/2023
Leelyn Smith LLC335,802$26,203 12/31/2023
     USMV335,802$26,203 12/31/2023
MAI Capital Management328,458$25,630 12/31/2023
     USMV328,458$25,630 12/31/2023
Apella Capital LLC309,367$25,464 03/31/2024
     USMV309,367$25,464 03/31/2024
Financial Gravity Asset Management Inc.325,585$25,405 12/31/2023
     USMV325,585$25,405 12/31/2023
Sovereign Investment Advisors LLC323,837$25,269 12/31/2023
     USMV323,837$25,269 12/31/2023
Wealth Advisors of Iowa LLC318,286$24,836 12/31/2023
     USMV318,286$24,836 12/31/2023
Insight Wealth Strategies LLC295,494$24,697 03/31/2024
     USMV295,494$24,697 03/31/2024
Kestra Advisory Services LLC308,578$24,078 12/31/2023
     USMV308,578$24,078 12/31/2023
Barclays PLC303,231$23,661 12/31/2023
     USMV303,231$23,661 12/31/2023
Citizens Financial Group Inc RI292,485$22,823 12/31/2023
     USMV292,485$22,823 12/31/2023
MV Capital Management Inc.272,582$22,782 03/31/2024
     USMV272,582$22,782 03/31/2024
Avantax Advisory Services Inc.290,755$22,688 12/31/2023
     USMV290,755$22,688 12/31/2023
RSM US Wealth Management LLC285,636$22,288 12/31/2023
     USMV285,636$22,288 12/31/2023
Capital Advisors Ltd. LLC266,227$22,251 03/31/2024
     USMV266,227$22,251 03/31/2024
Rehmann Capital Advisory Group282,354$22,032 12/31/2023
     USMV282,354$22,032 12/31/2023
Beacon Pointe Advisors LLC278,833$21,758 12/31/2023
     USMV278,833$21,758 12/31/2023
Cornerstone Wealth Management LLC259,689$21,705 03/31/2024
     USMV259,689$21,705 03/31/2024
M&T Bank Corp275,533$21,500 12/31/2023
     USMV275,533$21,500 12/31/2023
MA Private Wealth270,131$21,078 12/31/2023
     USMV270,131$21,078 12/31/2023
Lineweaver Wealth Advisors LLC260,818$20,353 12/31/2023
     USMV260,818$20,353 12/31/2023
Executive Wealth Management LLC257,773$20,114 12/31/2023
     USMV257,773$20,114 12/31/2023
Cassia Capital Partners LLC236,339$19,753 03/31/2024
     USMV236,339$19,753 03/31/2024
Lowe Wealth Advisors LLC236,292$19,749 03/31/2024
     USMV236,292$19,749 03/31/2024
United Capital Financial Advisers LLC251,629$19,635 12/31/2023
     USMV251,629$19,635 12/31/2023
Raymond James Trust N.A.227,490$19,014 03/31/2024
     USMV227,490$19,014 03/31/2024
TD Waterhouse Canada Inc.218,043$18,547 12/31/2023
     USMV218,043$18,547 12/31/2023
Journey Advisory Group LLC237,614$18,541 12/31/2023
     USMV237,614$18,541 12/31/2023
Trilogy Capital Inc.220,482$18,428 03/31/2024
     USMV220,482$18,428 03/31/2024
Baron Silver Stevens Financial Advisors LLC234,624$18,308 12/31/2023
     USMV234,624$18,308 12/31/2023
Well Done LLC218,729$18,281 03/31/2024
     USMV218,729$18,281 03/31/2024
Stock Yards Bank & Trust Co.225,555$17,600 12/31/2023
     USMV225,555$17,600 12/31/2023
Adaptive Financial Consulting LLC220,054$17,171 12/31/2023
     USMV220,054$17,171 12/31/2023
Citigroup Inc.217,288$16,955 12/31/2023
     USMV217,288$16,955 12/31/2023
Valmark Advisers Inc.212,211$16,559 12/31/2023
     USMV212,211$16,559 12/31/2023
Dakota Wealth Management196,270$16,404 03/31/2024
     USMV196,270$16,404 03/31/2024
Ironwood Wealth Management Inc.200,180$16,283 03/31/2024
     USMV200,180$16,283 03/31/2024
FFT Wealth Management LLC207,455$16,188 12/31/2023
     USMV207,455$16,188 12/31/2023
Facet Wealth Inc.201,836$16,153 12/31/2023
     USMV201,836$16,153 12/31/2023
Syntegra Private Wealth Group LLC203,227$15,858 12/31/2023
     USMV203,227$15,858 12/31/2023
TD Capital Management LLC202,733$15,819 12/31/2023
     USMV202,733$15,819 12/31/2023
Creative Planning202,431$15,796 12/31/2023
     USMV202,431$15,796 12/31/2023
Wealth Management Resources Inc.185,496$15,504 03/31/2024
     USMV185,496$15,504 03/31/2024
Lester Murray Antman dba SimplyRich189,578$14,793 12/31/2023
     USMV189,578$14,793 12/31/2023
Wright Fund Managment LLC189,452$14,783 12/31/2023
     USMV189,452$14,783 12/31/2023
Leonard Rickey Investment Advisors P.L.L.C.172,715$14,436 03/31/2024
     USMV172,715$14,436 03/31/2024
Wells Financial Advisors INC181,658$14,175 12/31/2023
     USMV181,658$14,175 12/31/2023
Intrust Bank NA181,170$14,137 12/31/2023
     USMV181,170$14,137 12/31/2023
Armbruster Capital Management Inc.176,673$13,786 12/31/2023
     USMV176,673$13,786 12/31/2023
Manning & Napier Group LLC164,214$13,725 03/31/2024
     USMV164,214$13,725 03/31/2024
Lido Advisors LLC168,804$13,172 12/31/2023
     USMV168,804$13,172 12/31/2023
Trinity Wealth Management LLC155,746$13,017 03/31/2024
     USMV155,746$13,017 03/31/2024
Rockefeller Capital Management L.P.165,719$12,931 12/31/2023
     USMV165,719$12,931 12/31/2023
Sage Advisory Services Ltd.Co.162,253$12,661 12/31/2023
     USMV162,253$12,661 12/31/2023
D.A. Davidson & CO.162,102$12,649 12/31/2023
     USMV162,102$12,649 12/31/2023
Baird Financial Group Inc.160,082$12,491 12/31/2023
     USMV160,082$12,491 12/31/2023
Goldman Sachs Group Inc.159,649$12,457 12/31/2023
     USMV159,649$12,457 12/31/2023
Colony Group LLC157,899$12,321 12/31/2023
     USMV157,899$12,321 12/31/2023
Darrow Company Inc.156,196$12,188 12/31/2023
     USMV156,196$12,188 12/31/2023
Capital Asset Advisory Services LLC145,356$11,969 03/31/2024
     USMV145,356$11,969 03/31/2024
White Pine Investment CO152,434$11,894 12/31/2023
     USMV152,434$11,894 12/31/2023
Axxcess Wealth Management LLC151,648$11,833 12/31/2023
     USMV151,648$11,833 12/31/2023
Clearstead Advisors LLC150,257$11,725 12/31/2023
     USMV150,257$11,725 12/31/2023
Clark Capital Management Group Inc.148,487$11,586 12/31/2023
     USMV148,487$11,586 12/31/2023
Anderson Hoagland & Co.140,610$11,461 03/31/2024
     USMV140,610$11,461 03/31/2024
Atria Investments LLC146,346$11,419 12/31/2023
     USMV146,346$11,419 12/31/2023
Asset Management Resources LLC144,780$11,297 12/31/2023
     USMV144,780$11,297 12/31/2023
Walled Lake Planning & Wealth Management LLC144,372$11,265 12/31/2023
     USMV144,372$11,265 12/31/2023
Custos Family Office LLC143,117$11,167 12/31/2023
     USMV143,117$11,167 12/31/2023
Barrett & Company Inc.130,374$10,897 03/31/2024
     USMV130,374$10,897 03/31/2024
Meridian Wealth Advisors LLC139,025$10,848 12/31/2023
     USMV139,025$10,848 12/31/2023
Citadel Advisors LLC $10,725 12/31/2023
     USMV136,241$10,631 12/31/2023
     Call2,200$172 12/31/2023
     Put1,000$78 12/31/2023
SageView Advisory Group LLC132,880$10,694 12/31/2023
     USMV132,880$10,694 12/31/2023
Foundations Investment Advisors LLC129,568$10,447 12/31/2023
     USMV129,568$10,447 12/31/2023
Change Path LLC133,219$10,395 12/31/2023
     USMV133,219$10,395 12/31/2023
Enzi Wealth129,643$10,369 03/31/2024
     USMV129,643$10,369 03/31/2024
Principal Securities Inc.132,796$10,362 12/31/2023
     USMV132,796$10,362 12/31/2023
Gerber Kawasaki Wealth & Investment Management131,962$10,297 12/31/2023
     USMV131,962$10,297 12/31/2023
JB Capital LLC130,649$10,195 12/31/2023
     USMV130,649$10,195 12/31/2023
Sowell Financial Services LLC130,474$10,181 12/31/2023
     USMV130,474$10,181 12/31/2023
Cresset Asset Management LLC129,723$10,122 12/31/2023
     USMV129,723$10,122 12/31/2023
Ancora Advisors LLC128,885$10,057 12/31/2023
     USMV128,885$10,057 12/31/2023
Pacific Center for Financial Services127,628$9,959 12/31/2023
     USMV127,628$9,959 12/31/2023
Fortune Financial Advisors LLC118,942$9,941 03/31/2024
     USMV118,942$9,941 03/31/2024
Modus Advisors LLC118,749$9,925 03/31/2024
     USMV118,749$9,925 03/31/2024
Garrett Wealth Advisory Group LLC125,807$9,817 12/31/2023
     USMV125,807$9,817 12/31/2023
Spectrum Asset Management Inc. NB CA 116,765$9,759 03/31/2024
     USMV116,765$9,759 03/31/2024
Kwmg LLC116,174$9,710 03/31/2024
     USMV116,174$9,710 03/31/2024
Capital Planning LLC115,202$9,629 03/31/2024
     USMV115,202$9,629 03/31/2024
Park Avenue Securities LLC114,382$9,560 03/31/2024
     USMV114,382$9,560 03/31/2024
GPS Wealth Strategies Group LLC121,391$9,472 12/31/2023
     USMV121,391$9,472 12/31/2023
KilterHowling LLC117,257$9,422 12/31/2023
     USMV117,257$9,422 12/31/2023
Mirae Asset Global Investments Co. Ltd.120,000$9,355 12/31/2023
     USMV120,000$9,355 12/31/2023
EWA LLC115,354$9,269 12/31/2023
     USMV115,354$9,269 12/31/2023
Verus Capital Partners LLC118,257$9,228 12/31/2023
     USMV118,257$9,228 12/31/2023
InterOcean Capital Group LLC118,178$9,221 12/31/2023
     USMV118,178$9,221 12/31/2023
Merit Financial Group LLC117,534$9,171 12/31/2023
     USMV117,534$9,171 12/31/2023
Winthrop Capital Management LLC117,405$9,161 12/31/2023
     USMV117,405$9,161 12/31/2023
Brickley Wealth Management109,457$9,148 03/31/2024
     USMV109,457$9,148 03/31/2024
MONECO Advisors LLC108,524$9,070 03/31/2024
     USMV108,524$9,070 03/31/2024
Monticello Wealth Management LLC108,000$9,027 03/31/2024
     USMV108,000$9,027 03/31/2024
FDx Advisors Inc.114,260$8,916 12/31/2023
     USMV114,260$8,916 12/31/2023
ADE LLC106,131$8,870 03/31/2024
     USMV106,131$8,870 03/31/2024
Aspiriant LLC106,056$8,864 03/31/2024
     USMV106,056$8,864 03/31/2024
Tradition Wealth Management LLC112,962$8,814 12/31/2023
     USMV112,962$8,814 12/31/2023
Parallel Advisors LLC112,787$8,801 12/31/2023
     USMV112,787$8,801 12/31/2023
Founders Financial Securities LLC105,182$8,791 03/31/2024
     USMV105,182$8,791 03/31/2024
Money Concepts Capital Corp112,587$8,785 12/31/2023
     USMV112,587$8,785 12/31/2023
Running Point Capital Advisors LLC111,176$8,675 12/31/2023
     USMV111,176$8,675 12/31/2023
Nations Financial Group Inc. IA ADV103,015$8,610 03/31/2024
     USMV103,015$8,610 03/31/2024
EdgeRock Capital LLC107,036$8,600 12/31/2023
     USMV107,036$8,600 12/31/2023
First Hawaiian Bank102,762$8,589 03/31/2024
     USMV102,762$8,589 03/31/2024
Financial Advocates Investment Management99,911$8,578 12/31/2023
     USMV99,911$8,578 12/31/2023
Bay Rivers Group101,887$8,516 03/31/2024
     USMV101,887$8,516 03/31/2024
MorganRosel Wealth Management LLC100,559$8,405 03/31/2024
     USMV100,559$8,405 03/31/2024
Gladstone Institutional Advisory LLC104,337$8,141 12/31/2023
     USMV104,337$8,141 12/31/2023
Bellwether Advisors LLC102,589$8,005 12/31/2023
     USMV102,589$8,005 12/31/2023
Community Bank N.A.101,800$7,943 12/31/2023
     USMV101,800$7,943 12/31/2023
Orion Portfolio Solutions LLC100,392$7,877 12/31/2023
     USMV100,392$7,877 12/31/2023
1832 Asset Management L.P.100,860$7,870 12/31/2023
     USMV100,860$7,870 12/31/2023
Apollon Wealth Management LLC100,570$7,847 12/31/2023
     USMV100,570$7,847 12/31/2023
New England Private Wealth Advisors LLC100,351$7,831 12/31/2023
     USMV100,351$7,831 12/31/2023
Mayflower Financial Advisors LLC98,823$7,711 12/31/2023
     USMV98,823$7,711 12/31/2023
Crestwood Advisors Group LLC97,932$7,642 12/31/2023
     USMV97,932$7,642 12/31/2023
Franklin Resources Inc.97,723$7,625 12/31/2023
     USMV97,723$7,625 12/31/2023
Focus Financial Network Inc. ADV96,757$7,550 12/31/2023
     USMV96,757$7,550 12/31/2023
Family Capital Trust Co89,760$7,502 03/31/2024
     USMV89,760$7,502 03/31/2024
Per Stirling Capital Management LLC.95,430$7,446 12/31/2023
     USMV95,430$7,446 12/31/2023
Smart Money Group LLC95,417$7,445 12/31/2023
     USMV95,417$7,445 12/31/2023
Susquehanna International Group LLP $7,357 12/31/2023
     USMV87,781$6,850 12/31/2023
     Call10,600$827 12/31/2023
     Put4,100$320 12/31/2023
IHT Wealth Management LLC93,423$7,290 12/31/2023
     USMV93,423$7,290 12/31/2023
Blair William & Co. IL93,372$7,286 12/31/2023
     USMV93,372$7,286 12/31/2023
Calamos Wealth Management LLC92,828$7,243 12/31/2023
     USMV92,828$7,243 12/31/2023
Mcmorgan & Co. LLC92,774$7,239 12/31/2023
     USMV92,774$7,239 12/31/2023
International City Management Association Retirement Corp90,984$7,099 12/31/2023
     USMV90,984$7,099 12/31/2023
IFG Advisory LLC90,524$7,064 12/31/2023
     USMV90,524$7,064 12/31/2023
Van Hulzen Asset Management LLC88,342$6,893 12/31/2023
     USMV88,342$6,893 12/31/2023
Prospera Financial Services Inc87,321$6,814 12/31/2023
     USMV87,321$6,814 12/31/2023
Journey Strategic Wealth LLC87,027$6,791 12/31/2023
     USMV87,027$6,791 12/31/2023
Global Assets Advisory LLC80,365$6,717 03/31/2024
     USMV80,365$6,717 03/31/2024
Wharton Business Group LLC84,958$6,629 12/31/2023
     USMV84,958$6,629 12/31/2023
Perigon Wealth Management LLC84,741$6,612 12/31/2023
     USMV84,741$6,612 12/31/2023
High Net Worth Advisory Group LLC78,750$6,582 03/31/2024
     USMV78,750$6,582 03/31/2024
Papp L Roy & Associates78,545$6,565 03/31/2024
     USMV78,545$6,565 03/31/2024
Essex Financial Services Inc.78,045$6,523 03/31/2024
     USMV78,045$6,523 03/31/2024
Altus Wealth Group LLC83,368$6,505 12/31/2023
     USMV83,368$6,505 12/31/2023
Summit Global Investments83,350$6,504 12/31/2023
     USMV83,350$6,504 12/31/2023
Snowden Capital Advisors LLC79,998$6,242 12/31/2023
     USMV79,998$6,242 12/31/2023
Family Management Corp79,652$6,215 12/31/2023
     USMV79,652$6,215 12/31/2023
Snider Financial Group79,219$6,181 12/31/2023
     USMV79,219$6,181 12/31/2023
Evergreen Capital Management LLC79,050$6,168 12/31/2023
     USMV79,050$6,168 12/31/2023
J.W. Cole Advisors Inc.78,403$6,118 12/31/2023
     USMV78,403$6,118 12/31/2023
Sequent Asset Management LLC72,713$6,077 03/31/2024
     USMV72,713$6,077 03/31/2024
Arkansas Financial Group Inc.72,359$6,048 03/31/2024
     USMV72,359$6,048 03/31/2024
CFS Investment Advisory Services LLC76,986$6,007 12/31/2023
     USMV76,986$6,007 12/31/2023
Banco Santander S.A.76,822$5,994 12/31/2023
     USMV76,822$5,994 12/31/2023
Allred Capital Management LLC71,704$5,993 03/31/2024
     USMV71,704$5,993 03/31/2024
Northern Trust Corp76,443$5,965 12/31/2023
     USMV76,443$5,965 12/31/2023
Allworth Financial LP70,073$5,857 03/31/2024
     USMV70,073$5,857 03/31/2024
Csenge Advisory Group74,756$5,833 12/31/2023
     USMV74,756$5,833 12/31/2023
Jmac Enterprises LLC74,610$5,822 12/31/2023
     USMV74,610$5,822 12/31/2023
Great Valley Advisor Group Inc.74,503$5,813 12/31/2023
     USMV74,503$5,813 12/31/2023
Guerra Pan Advisors LLC73,192$5,711 12/31/2023
     USMV73,192$5,711 12/31/2023
Prudential Financial Inc.72,671$5,671 12/31/2023
     USMV72,671$5,671 12/31/2023
Cyndeo Wealth Partners LLC67,766$5,664 03/31/2024
     USMV67,766$5,664 03/31/2024
Flagship Private Wealth LLC72,591$5,664 12/31/2023
     USMV72,591$5,664 12/31/2023
Shore Point Advisors LLC72,085$5,625 12/31/2023
     USMV72,085$5,625 12/31/2023
Moloney Securities Asset Management LLC72,081$5,624 12/31/2023
     USMV72,081$5,624 12/31/2023
Stokes Family Office LLC71,615$5,588 12/31/2023
     USMV71,615$5,588 12/31/2023
Financial Advisory Service Inc.70,811$5,525 12/31/2023
     USMV70,811$5,525 12/31/2023
Investment Advisory Group LLC70,236$5,481 12/31/2023
     USMV70,236$5,481 12/31/2023
Kathleen S. Wright Associates Inc.65,250$5,454 03/31/2024
     USMV65,250$5,454 03/31/2024
Grayhawk Investment Strategies Inc.69,590$5,430 12/31/2023
     USMV69,590$5,430 12/31/2023
Mather Group LLC.69,501$5,423 03/31/2024
     USMV69,501$5,423 03/31/2024
Haverford Trust Co.69,284$5,406 12/31/2023
     USMV69,284$5,406 12/31/2023
Santori & Peters Inc.64,496$5,391 03/31/2024
     USMV64,496$5,391 03/31/2024
ETF Store Inc.69,094$5,391 12/31/2023
     USMV69,094$5,391 12/31/2023
EP Wealth Advisors LLC68,960$5,381 12/31/2023
     USMV68,960$5,381 12/31/2023
Berkshire Bank64,258$5,371 03/31/2024
     USMV64,258$5,371 03/31/2024
Sigma Planning Corp68,405$5,338 12/31/2023
     USMV68,405$5,338 12/31/2023
Icon Wealth Advisors LLC68,392$5,337 12/31/2023
     USMV68,392$5,337 12/31/2023
Able Wealth Management LLC68,273$5,327 12/31/2023
     USMV68,273$5,327 12/31/2023
Jane Street Group LLC67,976$5,304 12/31/2023
     USMV67,976$5,304 12/31/2023
Apexium Financial LP62,853$5,253 03/31/2024
     USMV62,853$5,253 03/31/2024
Financial Life Advisors62,627$5,234 03/31/2024
     USMV62,627$5,234 03/31/2024
Cambridge Associates LLC MA ADV65,881$5,131 12/31/2023
     USMV65,881$5,131 12/31/2023
Petix & Botte Co65,423$5,105 12/31/2023
     USMV65,423$5,105 12/31/2023
Cardinal Strategic Wealth Guidance60,451$5,052 03/31/2024
     USMV60,451$5,052 03/31/2024
RHS Financial LLC60,401$5,048 03/31/2024
     USMV60,401$5,048 03/31/2024
Monterey Private Wealth Inc.60,028$5,017 03/31/2024
     USMV60,028$5,017 03/31/2024
Ronald Blue Trust Inc.68,991$4,994 12/31/2023
     USMV68,991$4,994 12/31/2023
Mascoma Wealth Management LLC63,975$4,992 12/31/2023
     USMV63,975$4,992 12/31/2023
Mutual Advisors LLC63,849$4,982 12/31/2023
     USMV63,849$4,982 12/31/2023
AlphaCore Capital LLC62,870$4,906 12/31/2023
     USMV62,870$4,906 12/31/2023
Townsquare Capital LLC62,855$4,905 12/31/2023
     USMV62,855$4,905 12/31/2023
Macquarie Group Ltd.62,588$4,884 12/31/2023
     USMV62,588$4,884 12/31/2023
Camden National Bank61,741$4,818 12/31/2023
     USMV61,741$4,818 12/31/2023
Apollon Financial LLC60,539$4,724 12/31/2023
     USMV60,539$4,724 12/31/2023
Mandatum Life Insurance Co Ltd60,455$4,717 12/31/2023
     USMV60,455$4,717 12/31/2023
Tyler Stone Wealth Management60,389$4,712 12/31/2023
     USMV60,389$4,712 12/31/2023
Opus Investment Management Inc.60,278$4,703 12/31/2023
     USMV60,278$4,703 12/31/2023
CI Private Wealth LLC60,068$4,687 12/31/2023
     USMV60,068$4,687 12/31/2023
Spire Wealth Management54,557$4,560 03/31/2024
     USMV54,557$4,560 03/31/2024
Tacita Capital Inc58,183$4,540 12/31/2023
     USMV58,183$4,540 12/31/2023
Bowman & Co S.C.54,264$4,536 03/31/2024
     USMV54,264$4,536 03/31/2024
Tower Research Capital LLC TRC 58,107$4,534 12/31/2023
     USMV58,107$4,534 12/31/2023
Gries Financial LLC57,941$4,521 12/31/2023
     USMV57,941$4,521 12/31/2023
First Citizens Bank & Trust Co.53,964$4,510 03/31/2024
     USMV53,964$4,510 03/31/2024
Kennedy Investment Group53,749$4,492 03/31/2024
     USMV53,749$4,492 03/31/2024
Dfpg Investments LLC57,462$4,491 12/31/2023
     USMV57,462$4,491 12/31/2023
Round Rock Advisors LLC53,721$4,490 03/31/2024
     USMV53,721$4,490 03/31/2024
HHM Wealth Advisors LLC56,645$4,420 12/31/2023
     USMV56,645$4,420 12/31/2023
Windham Capital Management LLC56,494$4,408 12/31/2023
     USMV56,494$4,408 12/31/2023
John W. Brooker & Co. CPAs52,432$4,382 03/31/2024
     USMV52,432$4,382 03/31/2024
National Asset Management Inc.55,978$4,368 12/31/2023
     USMV55,978$4,368 12/31/2023
Tompkins Financial Corp51,955$4,342 03/31/2024
     USMV51,955$4,342 03/31/2024
Hoese & Co LLP53,306$4,338 03/31/2024
     USMV53,306$4,338 03/31/2024
Fiduciary Trust Co.55,484$4,329 12/31/2023
     USMV55,484$4,329 12/31/2023
Regal Wealth Group Inc.55,313$4,314 12/31/2023
     USMV55,313$4,314 12/31/2023
CFM Wealth Partners LLC51,404$4,296 03/31/2024
     USMV51,404$4,296 03/31/2024
McNaughton Wealth Management LLC50,554$4,225 03/31/2024
     USMV50,554$4,225 03/31/2024
Montecito Bank & Trust50,340$4,207 03/31/2024
     USMV50,340$4,207 03/31/2024
Modern Wealth Management LLC53,911$4,207 12/31/2023
     USMV53,911$4,207 12/31/2023
Kingswood Wealth Advisors LLC50,196$4,195 03/31/2024
     USMV50,196$4,195 03/31/2024
Millennium Management LLC52,347$4,085 12/31/2023
     USMV52,347$4,085 12/31/2023
Advisory Services Network LLC52,309$4,082 12/31/2023
     USMV52,309$4,082 12/31/2023
Regal Investment Advisors LLC52,141$4,069 12/31/2023
     USMV52,141$4,069 12/31/2023
Balentine LLC52,121$4,067 12/31/2023
     USMV52,121$4,067 12/31/2023
Smith Moore & CO.52,031$4,060 12/31/2023
     USMV52,031$4,060 12/31/2023
Acorn Wealth Advisors LLC51,941$4,053 12/31/2023
     USMV51,941$4,053 12/31/2023
Cordatus Wealth Management LLC51,927$4,052 12/31/2023
     USMV51,927$4,052 12/31/2023
Flagship Harbor Advisors LLC48,322$4,039 03/31/2024
     USMV48,322$4,039 03/31/2024
Cozad Asset Management Inc.51,715$4,035 12/31/2023
     USMV51,715$4,035 12/31/2023
Proequities Inc.51,143$3,991 12/31/2023
     USMV51,143$3,991 12/31/2023
Pensionmark Financial Group LLC50,557$3,945 12/31/2023
     USMV50,557$3,945 12/31/2023
Ethos Financial Group LLC50,210$3,918 12/31/2023
     USMV50,210$3,918 12/31/2023
Legacy Private Trust Co.46,656$3,900 03/31/2024
     USMV46,656$3,900 03/31/2024
Milestone Investment Advisors LLC49,718$3,879 12/31/2023
     USMV49,718$3,879 12/31/2023
Gateway Wealth Partners LLC49,601$3,870 12/31/2023
     USMV49,601$3,870 12/31/2023
Capital Analysts LLC49,378$3,853 12/31/2023
     USMV49,378$3,853 12/31/2023
BCM Advisors LLC46,902$3,815 03/31/2024
     USMV46,902$3,815 03/31/2024
First Heartland Consultants Inc.48,743$3,803 12/31/2023
     USMV48,743$3,803 12/31/2023
Mechanics Bank Trust Department45,115$3,771 03/31/2024
     USMV45,115$3,771 03/31/2024
Ameritas Advisory Services LLC46,999$3,738 12/31/2023
     USMV46,999$3,738 12/31/2023
Keebeck Wealth Management LLC47,732$3,724 12/31/2023
     USMV47,732$3,724 12/31/2023
Daiwa Securities Group Inc.47,620$3,716 12/31/2023
     USMV47,620$3,716 12/31/2023
Western Wealth Management LLC47,419$3,700 12/31/2023
     USMV47,419$3,700 12/31/2023
Retireful LLC44,209$3,695 03/31/2024
     USMV44,209$3,695 03/31/2024
Commerce Bank47,245$3,687 12/31/2023
     USMV47,245$3,687 12/31/2023
Qube Research & Technologies Ltd46,789$3,651 12/31/2023
     USMV46,789$3,651 12/31/2023
Investment Partners LTD.43,016$3,595 03/31/2024
     USMV43,016$3,595 03/31/2024
WealthBridge Capital Management LLC45,920$3,583 12/31/2023
     USMV45,920$3,583 12/31/2023
One Wealth Advisors LLC42,423$3,546 03/31/2024
     USMV42,423$3,546 03/31/2024
Forum Private Client Group LLC45,180$3,525 12/31/2023
     USMV45,180$3,525 12/31/2023
West Wealth Group LLC45,095$3,519 12/31/2023
     USMV45,095$3,519 12/31/2023
CX Institutional42,055$3,515 03/31/2024
     USMV42,055$3,515 03/31/2024
Cora Capital Advisors LLC41,738$3,488 03/31/2024
     USMV41,738$3,488 03/31/2024
Focus Financial Network Inc.43,517$3,481 03/31/2024
     USMV43,517$3,481 03/31/2024
Moran Wealth Management LLC44,338$3,460 12/31/2023
     USMV44,338$3,460 12/31/2023
GFG Capital LLC43,895$3,425 12/31/2023
     USMV43,895$3,425 12/31/2023
Brown Wealth Management LLC43,548$3,398 12/31/2023
     USMV43,548$3,398 12/31/2023
KM Capital Management Ltd.42,981$3,354 12/31/2023
     USMV42,981$3,354 12/31/2023
Muirfield Wealth Advisors LLC40,061$3,348 03/31/2024
     USMV40,061$3,348 03/31/2024
PFG Investments LLC39,900$3,335 03/31/2024
     USMV39,900$3,335 03/31/2024
Empire Life Investments Inc.42,708$3,333 12/31/2023
     USMV42,708$3,333 12/31/2023
Arrowroot Family Office LLC42,425$3,310 12/31/2023
     USMV42,425$3,310 12/31/2023
Brandywine Oak Private Wealth LLC42,333$3,303 12/31/2023
     USMV42,333$3,303 12/31/2023
Global Retirement Partners LLC39,078$3,266 03/31/2024
     USMV39,078$3,266 03/31/2024
Houlihan Financial Resource Group Ltd.41,522$3,240 12/31/2023
     USMV41,522$3,240 12/31/2023
Highview Capital Management LLC DE 41,396$3,230 12/31/2023
     USMV41,396$3,230 12/31/2023
Laidlaw Wealth Management LLC40,828$3,186 12/31/2023
     USMV40,828$3,186 12/31/2023
Sax Wealth Advisors LLC40,743$3,179 12/31/2023
     USMV40,743$3,179 12/31/2023
Garrett Investment Advisors LLC37,945$3,171 03/31/2024
     USMV37,945$3,171 03/31/2024
Syverson Strege & Co40,499$3,160 12/31/2023
     USMV40,499$3,160 12/31/2023
Detalus Advisors LLC37,754$3,155 03/31/2024
     USMV37,754$3,155 03/31/2024
Strategic Point Investment Advisors LLC40,274$3,143 12/31/2023
     USMV40,274$3,143 12/31/2023
Confluence Wealth Services Inc.37,547$3,138 03/31/2024
     USMV37,547$3,138 03/31/2024
PSI Advisors LLC37,197$3,109 03/31/2024
     USMV37,197$3,109 03/31/2024
Graham Capital Wealth Management LLC37,083$3,108 03/31/2024
     USMV37,083$3,108 03/31/2024
Ellis Investment Partners LLC37,114$3,102 03/31/2024
     USMV37,114$3,102 03/31/2024
Level Four Advisory Services LLC39,522$3,084 12/31/2023
     USMV39,522$3,084 12/31/2023
Wealth Management Partners LLC36,825$3,078 03/31/2024
     USMV36,825$3,078 03/31/2024
Liberty Wealth Management LLC39,421$3,077 12/31/2023
     USMV39,421$3,077 12/31/2023
Prime Capital Investment Advisors LLC39,384$3,073 12/31/2023
     USMV39,384$3,073 12/31/2023
Weaver Consulting Group36,702$3,068 03/31/2024
     USMV36,702$3,068 03/31/2024
Foster Group Inc.36,476$3,049 03/31/2024
     USMV36,476$3,049 03/31/2024
Pallas Capital Advisors LLC35,923$3,002 03/31/2024
     USMV35,923$3,002 03/31/2024
Defined Wealth Management LLC35,765$2,989 03/31/2024
     USMV35,765$2,989 03/31/2024
Cedar Brook Financial Partners LLC35,705$2,984 03/31/2024
     USMV35,705$2,984 03/31/2024
GeoWealth Management LLC38,012$2,966 12/31/2023
     USMV38,012$2,966 12/31/2023
IFP Advisors Inc37,826$2,951 12/31/2023
     USMV37,826$2,951 12/31/2023
SRS Capital Advisors Inc.37,805$2,950 12/31/2023
     USMV37,805$2,950 12/31/2023
ORG Partners LLC37,705$2,943 12/31/2023
     USMV37,705$2,943 12/31/2023
Emerald Advisors LLC35,149$2,938 03/31/2024
     USMV35,149$2,938 03/31/2024
Stonebrook Private Inc.37,292$2,910 12/31/2023
     USMV37,292$2,910 12/31/2023
Concurrent Investment Advisors LLC37,230$2,905 12/31/2023
     USMV37,230$2,905 12/31/2023
Hibernia Wealth Partners LLC36,833$2,874 12/31/2023
     USMV36,833$2,874 12/31/2023
Lincoln National Corp36,785$2,870 12/31/2023
     USMV36,785$2,870 12/31/2023
Security Financial Services INC.34,225$2,861 03/31/2024
     USMV34,225$2,861 03/31/2024
Aries Wealth Management36,633$2,858 12/31/2023
     USMV36,633$2,858 12/31/2023
Harbour Investments Inc.36,484$2,847 12/31/2023
     USMV36,484$2,847 12/31/2023
Miracle Mile Advisors LLC33,829$2,827 03/31/2024
     USMV33,829$2,827 03/31/2024
Marino Stram & Associates LLC33,522$2,802 03/31/2024
     USMV33,522$2,802 03/31/2024
Farther Finance Advisors LLC35,913$2,802 12/31/2023
     USMV35,913$2,802 12/31/2023
Yeomans Consulting Group Inc.35,912$2,802 12/31/2023
     USMV35,912$2,802 12/31/2023
Robertson Stephens Wealth Management LLC35,893$2,801 12/31/2023
     USMV35,893$2,801 12/31/2023
Cynosure Management LLC35,877$2,799 12/31/2023
     USMV35,877$2,799 12/31/2023
Keystone Financial Group35,577$2,776 12/31/2023
     USMV35,577$2,776 12/31/2023
Lodestar Private Asset Management LLC32,996$2,758 03/31/2024
     USMV32,996$2,758 03/31/2024
Hobbs Group Advisors LLC35,327$2,757 12/31/2023
     USMV35,327$2,757 12/31/2023
Strategic Blueprint LLC32,851$2,746 03/31/2024
     USMV32,851$2,746 03/31/2024
Nwam LLC34,781$2,714 12/31/2023
     USMV34,781$2,714 12/31/2023
Curtis Advisory Group LLC34,786$2,714 12/31/2023
     USMV34,786$2,714 12/31/2023
Householder Group Estate & Retirement Specialist LLC34,567$2,697 12/31/2023
     USMV34,567$2,697 12/31/2023
Hilltop Holdings Inc.34,320$2,678 12/31/2023
     USMV34,320$2,678 12/31/2023
Ascent Group LLC33,215$2,667 12/31/2023
     USMV33,215$2,667 12/31/2023
Tanglewood Legacy Advisors LLC31,889$2,665 03/31/2024
     USMV31,889$2,665 03/31/2024
Visionary Wealth Advisors33,590$2,621 12/31/2023
     USMV33,590$2,621 12/31/2023
International Assets Investment Management LLC31,191$2,598 03/31/2024
     USMV31,191$2,598 03/31/2024
Spectrum Wealth Counsel LLC33,268$2,596 12/31/2023
     USMV33,268$2,596 12/31/2023
Signaturefd LLC33,221$2,592 12/31/2023
     USMV33,221$2,592 12/31/2023
Partners Capital Investment Group LLP32,861$2,564 12/31/2023
     USMV32,861$2,564 12/31/2023
Resource Planning Group32,394$2,528 12/31/2023
     USMV32,394$2,528 12/31/2023
Buttonwood Financial Group LLC30,209$2,525 03/31/2024
     USMV30,209$2,525 03/31/2024
Bank of Montreal Can32,173$2,511 12/31/2023
     USMV32,173$2,511 12/31/2023
WCG Wealth Advisors LLC32,011$2,498 12/31/2023
     USMV32,011$2,498 12/31/2023
Teilinger Capital Ltd.32,000$2,497 12/31/2023
     USMV32,000$2,497 12/31/2023
Maia Wealth LLC31,772$2,479 12/31/2023
     USMV31,772$2,479 12/31/2023
We Are One Seven LLC31,491$2,457 12/31/2023
     USMV31,491$2,457 12/31/2023
UMB Bank N A MO31,420$2,452 12/31/2023
     USMV31,420$2,452 12/31/2023
180 Wealth Advisors LLC29,272$2,447 03/31/2024
     USMV29,272$2,447 03/31/2024
Trustmark National Bank Trust Department31,295$2,442 12/31/2023
     USMV31,295$2,442 12/31/2023
Patriot Investment Management Inc.28,996$2,424 03/31/2024
     USMV28,996$2,424 03/31/2024
Wescott Financial Advisory Group LLC31,058$2,423 12/31/2023
     USMV31,058$2,423 12/31/2023
High Falls Advisors Inc31,008$2,420 12/31/2023
     USMV31,008$2,420 12/31/2023
Diversified LLC30,995$2,419 12/31/2023
     USMV30,995$2,419 12/31/2023
Sugarloaf Wealth Management LLC28,918$2,417 03/31/2024
     USMV28,918$2,417 03/31/2024
Summit Trail Advisors LLC28,793$2,407 03/31/2024
     USMV28,793$2,407 03/31/2024
Ballew Advisors Inc29,522$2,406 03/31/2024
     USMV29,522$2,406 03/31/2024
Atlas Private Wealth Advisors30,798$2,403 12/31/2023
     USMV30,798$2,403 12/31/2023
Carr Financial Group Corp28,711$2,400 03/31/2024
     USMV28,711$2,400 03/31/2024
Buckingham Strategic Wealth LLC30,629$2,390 12/31/2023
     USMV30,629$2,390 12/31/2023
Bernardo Wealth Planning LLC30,600$2,388 12/31/2023
     USMV30,600$2,388 12/31/2023
Kingsview Wealth Management LLC30,558$2,384 12/31/2023
     USMV30,558$2,384 12/31/2023
Capital Investment Advisory Services LLC28,487$2,381 03/31/2024
     USMV28,487$2,381 03/31/2024
Johnson Financial Group Inc.30,432$2,375 12/31/2023
     USMV30,432$2,375 12/31/2023
Safeguard Investment Advisory Group LLC30,147$2,352 12/31/2023
     USMV30,147$2,352 12/31/2023
Bell Investment Advisors Inc30,100$2,349 12/31/2023
     USMV30,100$2,349 12/31/2023
Atomi Financial Group Inc.29,928$2,335 12/31/2023
     USMV29,928$2,335 12/31/2023
ACT Advisors LLC.27,718$2,317 03/31/2024
     USMV27,718$2,317 03/31/2024
CoreCap Advisors LLC29,652$2,314 12/31/2023
     USMV29,652$2,314 12/31/2023
Summit Investment Advisory Services LLC26,900$2,248 03/31/2024
     USMV26,900$2,248 03/31/2024
Cypress Wealth Services LLC26,791$2,239 03/31/2024
     USMV26,791$2,239 03/31/2024
Friedenthal Financial26,540$2,218 03/31/2024
     USMV26,540$2,218 03/31/2024
Ergawealth Advisors Inc.28,281$2,207 12/31/2023
     USMV28,281$2,207 12/31/2023
National Bank of Canada FI28,124$2,201 12/31/2023
     USMV28,124$2,201 12/31/2023
Mosaic Family Wealth Partners LLC27,970$2,182 12/31/2023
     USMV27,970$2,182 12/31/2023
JMG Financial Group Ltd.27,560$2,151 12/31/2023
     USMV27,560$2,151 12/31/2023
Sweet Financial Partners LLC25,568$2,137 03/31/2024
     USMV25,568$2,137 03/31/2024
Tolleson Wealth Management Inc.27,299$2,130 12/31/2023
     USMV27,299$2,130 12/31/2023
Wealth Alliance27,293$2,130 12/31/2023
     USMV27,293$2,130 12/31/2023
Levy Wealth Management Group LLC27,086$2,114 03/31/2024
     USMV27,086$2,114 03/31/2024
Centurion Wealth Management LLC27,027$2,109 12/31/2023
     USMV27,027$2,109 12/31/2023
MGB Wealth Management LLC27,032$2,109 12/31/2023
     USMV27,032$2,109 12/31/2023
Greenland Capital Management LP26,900$2,099 12/31/2023
     USMV26,900$2,099 12/31/2023
Advocacy Wealth Management Services LLC24,807$2,073 03/31/2024
     USMV24,807$2,073 03/31/2024
WT Wealth Management26,285$2,051 12/31/2023
     USMV26,285$2,051 12/31/2023
Saxon Interests Inc.24,531$2,050 03/31/2024
     USMV24,531$2,050 03/31/2024
Mount Yale Investment Advisors LLC26,144$2,040 12/31/2023
     USMV26,144$2,040 12/31/2023
Roof Eidam & Maycock ADV26,095$2,036 12/31/2023
     USMV26,095$2,036 12/31/2023
Day & Ennis LLC26,026$2,031 12/31/2023
     USMV26,026$2,031 12/31/2023
Shepherd Financial Partners LLC24,100$2,014 03/31/2024
     USMV24,100$2,014 03/31/2024
Strategic Family Wealth Counselors L.L.C.25,611$1,998 12/31/2023
     USMV25,611$1,998 12/31/2023
Diversified Trust Co23,785$1,988 03/31/2024
     USMV23,785$1,988 03/31/2024
Hilltop Partners LLC25,428$1,984 12/31/2023
     USMV25,428$1,984 12/31/2023
Arcus Capital Partners LLC23,691$1,980 03/31/2024
     USMV23,691$1,980 03/31/2024
Beacon Financial Group25,325$1,976 12/31/2023
     USMV25,325$1,976 12/31/2023
Atlas Private Wealth Management23,446$1,960 03/31/2024
     USMV23,446$1,960 03/31/2024
TSA Wealth Managment LLC25,100$1,959 12/31/2023
     USMV25,100$1,959 12/31/2023
EQ LLC25,094$1,958 12/31/2023
     USMV25,094$1,958 12/31/2023
Magnolia Capital Advisors LLC24,043$1,935 12/31/2023
     USMV24,043$1,935 12/31/2023
TBH Global Asset Management LLC24,739$1,930 12/31/2023
     USMV24,739$1,930 12/31/2023
Marshall Wace LLP24,500$1,912 12/31/2023
     USMV24,500$1,912 12/31/2023
VERITY Wealth Advisors22,733$1,900 03/31/2024
     USMV22,733$1,900 03/31/2024
Archford Capital Strategies LLC22,716$1,899 03/31/2024
     USMV22,716$1,899 03/31/2024
Fortis Group Advisors LLC25,178$1,845 12/31/2023
     USMV25,178$1,845 12/31/2023
Iron Financial LLC21,890$1,830 03/31/2024
     USMV21,890$1,830 03/31/2024
Signet Financial Management LLC21,878$1,829 03/31/2024
     USMV21,878$1,829 03/31/2024
Dohj LLC21,809$1,823 03/31/2024
     USMV21,809$1,823 03/31/2024
Aurum Wealth Management Group LLC21,801$1,822 03/31/2024
     USMV21,801$1,822 03/31/2024
BKD Wealth Advisors LLC21,790$1,821 03/31/2024
     USMV21,790$1,821 03/31/2024
Keystone Financial Services23,033$1,797 12/31/2023
     USMV23,033$1,797 12/31/2023
Consolidated Planning Corp22,744$1,775 12/31/2023
     USMV22,744$1,775 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC22,575$1,762 12/31/2023
     USMV22,575$1,762 12/31/2023
Shufro Rose & Co. LLC24,039$1,740 12/31/2023
     USMV24,039$1,740 12/31/2023
Transcend Wealth Collective LLC22,144$1,728 12/31/2023
     USMV22,144$1,728 12/31/2023
Scissortail Wealth Management LLC21,524$1,726 12/31/2023
     USMV21,524$1,726 12/31/2023
Wetzel Investment Advisors Inc.21,460$1,717 03/31/2024
     USMV21,460$1,717 03/31/2024
Vanguard Group Inc.21,957$1,713 12/31/2023
     USMV21,957$1,713 12/31/2023
Stephens Inc. AR21,640$1,689 12/31/2023
     USMV21,640$1,689 12/31/2023
Kaydan Wealth Management Inc.20,020$1,673 03/31/2024
     USMV20,020$1,673 03/31/2024
PCA Investment Advisory Services Inc.21,412$1,671 12/31/2023
     USMV21,412$1,671 12/31/2023
Client 1ST Advisory Group LLC21,364$1,667 12/31/2023
     USMV21,364$1,667 12/31/2023
Brown Advisory Inc.19,737$1,650 03/31/2024
     USMV19,737$1,650 03/31/2024
Private Trust Co. NA19,691$1,646 03/31/2024
     USMV19,691$1,646 03/31/2024
Fort Point Capital Partners LLC20,954$1,635 12/31/2023
     USMV20,954$1,635 12/31/2023
Park Place Capital Corp19,520$1,631 03/31/2024
     USMV19,520$1,631 03/31/2024
Absolute Capital Management LLC20,900$1,631 12/31/2023
     USMV20,900$1,631 12/31/2023
Creekmur Asset Management LLC20,908$1,631 12/31/2023
     USMV20,908$1,631 12/31/2023
Forthright Family Wealth Advisory LLC20,844$1,626 12/31/2023
     USMV20,844$1,626 12/31/2023
Signal Advisors Wealth LLC19,367$1,619 03/31/2024
     USMV19,367$1,619 03/31/2024
WealthShield Partners LLC20,680$1,614 12/31/2023
     USMV20,680$1,614 12/31/2023
CIBC Private Wealth Group LLC20,518$1,601 12/31/2023
     USMV20,518$1,601 12/31/2023
Certus Wealth Management LLC20,440$1,595 12/31/2023
     USMV20,440$1,595 12/31/2023
Almanack Investment Partners LLC.20,414$1,593 12/31/2023
     USMV20,414$1,593 12/31/2023
Golden State Equity Partners20,183$1,575 12/31/2023
     USMV20,183$1,575 12/31/2023
Centaurus Financial Inc.19,900$1,553 12/31/2023
     USMV19,900$1,553 12/31/2023
PFG Advisors19,829$1,547 12/31/2023
     USMV19,829$1,547 12/31/2023
Andina Capital Management LLC18,503$1,546 03/31/2024
     USMV18,503$1,546 03/31/2024
Endowment Wealth Management Inc.19,808$1,546 12/31/2023
     USMV19,808$1,546 12/31/2023
HB Wealth Management LLC19,795$1,545 12/31/2023
     USMV19,795$1,545 12/31/2023
Berger Financial Group Inc18,294$1,529 03/31/2024
     USMV18,294$1,529 03/31/2024
Black Diamond Financial LLC19,473$1,519 12/31/2023
     USMV19,473$1,519 12/31/2023
ShoreHaven Wealth Partners LLC19,426$1,516 12/31/2023
     USMV19,426$1,516 12/31/2023
Capital Market Strategies LLC18,116$1,514 03/31/2024
     USMV18,116$1,514 03/31/2024
Manchester Capital Management LLC19,400$1,514 12/31/2023
     USMV19,400$1,514 12/31/2023
BCGM Wealth Management LLC18,992$1,482 12/31/2023
     USMV18,992$1,482 12/31/2023
Wellington Wealth Strategies LLC.18,968$1,480 12/31/2023
     USMV18,968$1,480 12/31/2023
Sapient Capital LLC17,586$1,470 03/31/2024
     USMV17,586$1,470 03/31/2024
Beacon Financial Advisory LLC18,703$1,459 12/31/2023
     USMV18,703$1,459 12/31/2023
Roman Butler Fullerton & Co.18,116$1,449 12/31/2023
     USMV18,116$1,449 12/31/2023
Strategy Asset Managers LLC17,267$1,443 03/31/2024
     USMV17,267$1,443 03/31/2024
Comprehensive Financial Consultants Institutional Inc.18,427$1,438 12/31/2023
     USMV18,427$1,438 12/31/2023
Huntington National Bank18,408$1,436 12/31/2023
     USMV18,408$1,436 12/31/2023
Sachetta LLC18,394$1,435 12/31/2023
     USMV18,394$1,435 12/31/2023
My Legacy Advisors LLC18,286$1,434 12/31/2023
     USMV18,286$1,434 12/31/2023
Stone House Investment Management LLC18,030$1,407 12/31/2023
     USMV18,030$1,407 12/31/2023
Columbus Macro LLC16,772$1,402 03/31/2024
     USMV16,772$1,402 03/31/2024
Eagle Strategies LLC16,769$1,402 03/31/2024
     USMV16,769$1,402 03/31/2024
Verdence Capital Advisors LLC16,641$1,391 03/31/2024
     USMV16,641$1,391 03/31/2024
Renasant Bank17,768$1,386 12/31/2023
     USMV17,768$1,386 12/31/2023
Swmg LLC17,730$1,383 12/31/2023
     USMV17,730$1,383 12/31/2023
Center For Asset Management LLC16,538$1,382 03/31/2024
     USMV16,538$1,382 03/31/2024
CIBC World Markets Inc.17,711$1,382 12/31/2023
     USMV17,711$1,382 12/31/2023
CCG Wealth Management LLC16,518$1,381 03/31/2024
     USMV16,518$1,381 03/31/2024
Cherry Tree Wealth Management LLC17,305$1,350 12/31/2023
     USMV17,305$1,350 12/31/2023
CAPROCK Group Inc.17,235$1,345 12/31/2023
     USMV17,235$1,345 12/31/2023
Strategic Investment Advisors MI16,081$1,344 03/31/2024
     USMV16,081$1,344 03/31/2024
One Wealth Management Investment & Advisory Services LLC17,219$1,344 12/31/2023
     USMV17,219$1,344 12/31/2023
First Financial Bank Trust Division16,014$1,338 03/31/2024
     USMV16,014$1,338 03/31/2024
NBC Securities Inc.15,735$1,315 03/31/2024
     USMV15,735$1,315 03/31/2024
Southland Equity Partners LLC15,709$1,313 03/31/2024
     USMV15,709$1,313 03/31/2024
Simplicity Wealth LLC15,683$1,311 03/31/2024
     USMV15,683$1,311 03/31/2024
Sage Mountain Advisors LLC15,632$1,307 03/31/2024
     USMV15,632$1,307 03/31/2024
Tranquilli Financial Advisor LLC16,702$1,303 12/31/2023
     USMV16,702$1,303 12/31/2023
Mattern Wealth Management LLC16,620$1,297 12/31/2023
     USMV16,620$1,297 12/31/2023
Thoroughbred Financial Services LLC16,605$1,295 12/31/2023
     USMV16,605$1,295 12/31/2023
Keystone Wealth Services LLC15,470$1,293 03/31/2024
     USMV15,470$1,293 03/31/2024
Centric Wealth Management16,043$1,281 12/31/2023
     USMV16,043$1,281 12/31/2023
Integrated Advisors Network LLC16,366$1,277 12/31/2023
     USMV16,366$1,277 12/31/2023
New Century Financial Group LLC15,131$1,265 03/31/2024
     USMV15,131$1,265 03/31/2024
First Citizens Financial Corp16,178$1,262 12/31/2023
     USMV16,178$1,262 12/31/2023
Kestra Private Wealth Services LLC16,057$1,253 12/31/2023
     USMV16,057$1,253 12/31/2023
Perennial Investment Advisors LLC16,063$1,253 12/31/2023
     USMV16,063$1,253 12/31/2023
Ridgewood Investments LLC14,928$1,248 03/31/2024
     USMV14,928$1,248 03/31/2024
Retirement Planning Group14,803$1,237 03/31/2024
     USMV14,803$1,237 03/31/2024
Provence Wealth Management Group15,820$1,234 12/31/2023
     USMV15,820$1,234 12/31/2023
First Business Financial Services Inc.15,793$1,232 12/31/2023
     USMV15,793$1,232 12/31/2023
Mcdonald Partners LLC14,500$1,212 03/31/2024
     USMV14,500$1,212 03/31/2024
9258 Wealth Management LLC15,494$1,209 12/31/2023
     USMV15,494$1,209 12/31/2023
UMA Financial Services Inc.15,005$1,199 03/31/2024
     USMV15,005$1,199 03/31/2024
Tranquility Partners LLC15,328$1,196 12/31/2023
     USMV15,328$1,196 12/31/2023
Nova R Wealth Inc.14,176$1,185 03/31/2024
     USMV14,176$1,185 03/31/2024
Jacobi Capital Management LLC15,164$1,183 12/31/2023
     USMV15,164$1,183 12/31/2023
WBH Advisory Inc.14,085$1,177 03/31/2024
     USMV14,085$1,177 03/31/2024
StrategIQ Financial Group LLC15,053$1,175 12/31/2023
     USMV15,053$1,175 12/31/2023
First Horizon Advisors Inc.15,023$1,172 12/31/2023
     USMV15,023$1,172 12/31/2023
STA Wealth Management LLC14,999$1,170 12/31/2023
     USMV14,999$1,170 12/31/2023
Natixis Advisors L.P.13,939$1,165 03/31/2024
     USMV13,939$1,165 03/31/2024
Cardiff Park Advisors LLC14,871$1,160 12/31/2023
     USMV14,871$1,160 12/31/2023
Advisor Resource Council13,972$1,158 03/31/2024
     USMV13,972$1,158 03/31/2024
Intellectus Partners LLC14,713$1,148 12/31/2023
     USMV14,713$1,148 12/31/2023
Elevate Wealth Advisory Inc.14,621$1,141 12/31/2023
     USMV14,621$1,141 12/31/2023
SG Americas Securities LLC14,597$1,139 12/31/2023
     USMV14,597$1,139 12/31/2023
Inscription Capital LLC13,776$1,134 03/31/2024
     USMV13,776$1,134 03/31/2024
RFG Advisory LLC13,504$1,129 03/31/2024
     USMV13,504$1,129 03/31/2024
Arkadios Wealth Advisors14,472$1,129 12/31/2023
     USMV14,472$1,129 12/31/2023
Intelligence Driven Advisers LLC14,132$1,127 12/31/2023
     USMV14,132$1,127 12/31/2023
Whittier Trust Co.14,411$1,124 12/31/2023
     USMV14,411$1,124 12/31/2023
FRG Family Wealth Advisors LLC14,380$1,122 12/31/2023
     USMV14,380$1,122 12/31/2023
ProVise Management Group LLC14,364$1,121 12/31/2023
     USMV14,364$1,121 12/31/2023
Welch & Forbes LLC14,345$1,119 12/31/2023
     USMV14,345$1,119 12/31/2023
Spectrum Planning & Advisory Services Inc.14,311$1,117 12/31/2023
     USMV14,311$1,117 12/31/2023
Patton Albertson Miller Group LLC13,019$1,088 03/31/2024
     USMV13,019$1,088 03/31/2024
Fidelis Capital Partners LLC13,939$1,088 12/31/2023
     USMV13,939$1,088 12/31/2023
Choate Investment Advisors13,893$1,084 12/31/2023
     USMV13,893$1,084 12/31/2023
CFO4Life Group LLC13,849$1,081 12/31/2023
     USMV13,849$1,081 12/31/2023
Yarger Wealth Strategies LLC13,832$1,079 12/31/2023
     USMV13,832$1,079 12/31/2023
Eudaimonia Partners LLC12,903$1,078 03/31/2024
     USMV12,903$1,078 03/31/2024
Sawtooth Solutions LLC13,698$1,069 12/31/2023
     USMV13,698$1,069 12/31/2023
Dravo Bay LLC13,583$1,060 12/31/2023
     USMV13,583$1,060 12/31/2023
Kickstand Ventures LLC.13,578$1,059 12/31/2023
     USMV13,578$1,059 12/31/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,546$1,057 12/31/2023
     USMV13,546$1,057 12/31/2023
Benjamin F. Edwards & Company Inc.13,540$1,056 12/31/2023
     USMV13,540$1,056 12/31/2023
Sound View Wealth Advisors Group LLC13,460$1,050 12/31/2023
     USMV13,460$1,050 12/31/2023
Vertex Planning Partners LLC13,462$1,050 12/31/2023
     USMV13,462$1,050 12/31/2023
Wealthcare Advisory Partners LLC12,373$1,034 03/31/2024
     USMV12,373$1,034 03/31/2024
LongView Wealth Management12,175$1,018 03/31/2024
     USMV12,175$1,018 03/31/2024
Armstrong Advisory Group Inc.13,020$1,016 03/31/2024
     USMV13,020$1,016 03/31/2024
Summit X LLC12,879$1,005 12/31/2023
     USMV12,879$1,005 12/31/2023
Peddock Capital Advisors LLC12,840$1,002 12/31/2023
     USMV12,840$1,002 12/31/2023
RWM Asset Management LLC11,909$995 03/31/2024
     USMV11,909$995 03/31/2024
BCJ Capital Management LLC12,679$989 12/31/2023
     USMV12,679$989 12/31/2023
Benchmark Investment Advisors LLC12,679$989 12/31/2023
     USMV12,679$989 12/31/2023
Goldstein Advisors LLC12,617$985 12/31/2023
     USMV12,617$985 12/31/2023
Kathmere Capital Management LLC11,574$967 03/31/2024
     USMV11,574$967 03/31/2024
Market Street Wealth Management Advisors LLC11,555$966 03/31/2024
     USMV11,555$966 03/31/2024
Pathstone Holdings LLC12,320$961 12/31/2023
     USMV12,320$961 12/31/2023
Concentrum Wealth Management12,300$960 12/31/2023
     USMV12,300$960 12/31/2023
Forefront Analytics LLC12,143$947 12/31/2023
     USMV12,143$947 12/31/2023
Sovereign Financial Group Inc.11,173$934 03/31/2024
     USMV11,173$934 03/31/2024
Vermillion & White Wealth Management Group LLC11,931$931 12/31/2023
     USMV11,931$931 12/31/2023
Apeiron RIA LLC11,050$924 03/31/2024
     USMV11,050$924 03/31/2024
LS Investment Advisors LLC11,687$912 12/31/2023
     USMV11,687$912 12/31/2023
Financial Counselors Inc.11,638$908 12/31/2023
     USMV11,638$908 12/31/2023
Lincoln Capital LLC10,811$904 03/31/2024
     USMV10,811$904 03/31/2024
Arete Wealth Advisors LLC11,563$902 12/31/2023
     USMV11,563$902 12/31/2023
TNF LLC11,054$899 03/31/2024
     USMV11,054$899 03/31/2024
Bryant Woods Investment Advisors LLC11,446$893 12/31/2023
     USMV11,446$893 12/31/2023
Avaii Wealth Management LLC11,434$892 12/31/2023
     USMV11,434$892 12/31/2023
Oxinas Partners Wealth Management LLC10,630$888 03/31/2024
     USMV10,630$888 03/31/2024
TTP Investments Inc.11,380$888 12/31/2023
     USMV11,380$888 12/31/2023
Maripau Wealth Management LLC11,386$888 12/31/2023
     USMV11,386$888 12/31/2023
Mosley Wealth Management10,616$887 03/31/2024
     USMV10,616$887 03/31/2024
Institute for Wealth Management LLC.11,367$887 12/31/2023
     USMV11,367$887 12/31/2023
StoneX Group Inc.11,239$877 12/31/2023
     USMV11,239$877 12/31/2023
Cary Street Partners Investment Advisory LLC11,141$869 12/31/2023
     USMV11,141$869 12/31/2023
Actinver Wealth Management Inc.11,132$869 12/31/2023
     USMV11,132$869 12/31/2023
Impact Partnership Wealth LLC11,017$860 12/31/2023
     USMV11,017$860 12/31/2023
Wintrust Investments LLC11,008$859 12/31/2023
     USMV11,008$859 12/31/2023
C2C Wealth Management LLC10,915$854 12/31/2023
     USMV10,915$854 12/31/2023
Private Wealth Group LLC10,207$853 03/31/2024
     USMV10,207$853 03/31/2024
Veriti Management LLC10,207$853 03/31/2024
     USMV10,207$853 03/31/2024
Quantbot Technologies LP10,938$853 12/31/2023
     USMV10,938$853 12/31/2023
O Brien Wealth Partners LLC10,190$852 03/31/2024
     USMV10,190$852 03/31/2024
Morningstar Investment Services LLC10,924$851 12/31/2023
     USMV10,924$851 12/31/2023
Graves Light Private Wealth Management Inc.10,909$851 12/31/2023
     USMV10,909$851 12/31/2023
Jaffetilchin Investment Partners LLC10,895$850 12/31/2023
     USMV10,895$850 12/31/2023
Advisory Alpha LLC10,828$845 12/31/2023
     USMV10,828$845 12/31/2023
Moors & Cabot Inc.10,806$843 12/31/2023
     USMV10,806$843 12/31/2023
Alta Wealth Advisors LLC10,800$843 12/31/2023
     USMV10,800$843 12/31/2023
Financial Sense Advisors Inc.10,076$842 03/31/2024
     USMV10,076$842 03/31/2024
GW Henssler & Associates Ltd.10,715$836 12/31/2023
     USMV10,715$836 12/31/2023
ONE Advisory Partners LLC9,972$833 03/31/2024
     USMV9,972$833 03/31/2024
Provident Wealth Management LLC9,959$832 03/31/2024
     USMV9,959$832 03/31/2024
Schmidt P J Investment Management Inc.10,340$827 12/31/2023
     USMV10,340$827 12/31/2023
Northwest Financial Advisors10,597$827 12/31/2023
     USMV10,597$827 12/31/2023
FFG Retirement Advisors LLC10,563$824 12/31/2023
     USMV10,563$824 12/31/2023
Maxwell Wealth Strategies Inc.10,554$824 12/31/2023
     USMV10,554$824 12/31/2023
TIAA Trust National Association10,527$821 12/31/2023
     USMV10,527$821 12/31/2023
Freestone Capital Holdings LLC10,511$820 12/31/2023
     USMV10,511$820 12/31/2023
waypoint wealth counsel9,794$819 03/31/2024
     USMV9,794$819 03/31/2024
FF Advisors LLC9,735$814 03/31/2024
     USMV9,735$814 03/31/2024
Shared Vision Wealth Group LLC10,428$814 12/31/2023
     USMV10,428$814 12/31/2023
Stonehearth Capital Management LLC9,691$810 03/31/2024
     USMV9,691$810 03/31/2024
Two Sigma Advisers LP10,300$804 12/31/2023
     USMV10,300$804 12/31/2023
Kerntke Otto McGlone Wealth Management Group10,305$804 12/31/2023
     USMV10,305$804 12/31/2023
Boston Private Wealth LLC10,279$802 12/31/2023
     USMV10,279$802 12/31/2023
Austin Private Wealth LLC9,603$794 03/31/2024
     USMV9,603$794 03/31/2024
Smartleaf Asset Management LLC10,069$784 12/31/2023
     USMV10,069$784 12/31/2023
Quadrant Private Wealth Management LLC10,036$783 12/31/2023
     USMV10,036$783 12/31/2023
Summit Financial LLC9,350$781 03/31/2024
     USMV9,350$781 03/31/2024
Schrum Private Wealth Management LLC9,997$780 12/31/2023
     USMV9,997$780 12/31/2023
Meitav Dash Investments Ltd.9,888$772 12/31/2023
     USMV9,888$772 12/31/2023
Iowa State Bank9,213$770 03/31/2024
     USMV9,213$770 03/31/2024
Greenleaf Trust9,849$769 12/31/2023
     USMV9,849$769 12/31/2023
Investment Partners Asset Management Inc.9,185$768 03/31/2024
     USMV9,185$768 03/31/2024
Quent Capital LLC9,828$767 12/31/2023
     USMV9,828$767 12/31/2023
Baystate Wealth Management LLC9,792$764 12/31/2023
     USMV9,792$764 12/31/2023
Midwest Financial Group LLC8,991$752 03/31/2024
     USMV8,991$752 03/31/2024
Brighton Jones LLC9,624$751 12/31/2023
     USMV9,624$751 12/31/2023
Scotia Capital Inc.9,601$749 12/31/2023
     USMV9,601$749 12/31/2023
Avenue 1 Advisors LLC8,888$743 03/31/2024
     USMV8,888$743 03/31/2024
West Michigan Advisors LLC9,458$738 12/31/2023
     USMV9,458$738 12/31/2023
Castle Rock Wealth Management LLC9,469$736 12/31/2023
     USMV9,469$736 12/31/2023
Soltis Investment Advisors LLC9,285$725 12/31/2023
     USMV9,285$725 12/31/2023
Crabel Capital Management LLC9,234$721 12/31/2023
     USMV9,234$721 12/31/2023
Glenview Trust Co9,178$716 12/31/2023
     USMV9,178$716 12/31/2023
MBE Wealth Management LLC8,481$709 03/31/2024
     USMV8,481$709 03/31/2024
Tennessee Valley Asset Management Partners8,385$701 03/31/2024
     USMV8,385$701 03/31/2024
Exencial Wealth Advisors LLC8,950$698 12/31/2023
     USMV8,950$698 12/31/2023
W Advisors LLC8,338$697 03/31/2024
     USMV8,338$697 03/31/2024
Advisors Capital Management LLC8,837$690 12/31/2023
     USMV8,837$690 12/31/2023
E&G Advisors LP8,134$680 03/31/2024
     USMV8,134$680 03/31/2024
Fifth Third Bancorp8,105$677 03/31/2024
     USMV8,105$677 03/31/2024
Wedbush Securities Inc.8,649$675 12/31/2023
     USMV8,649$675 12/31/2023
Wagner Wealth Management LLC8,061$674 03/31/2024
     USMV8,061$674 03/31/2024
Moneta Group Investment Advisors LLC8,636$674 12/31/2023
     USMV8,636$674 12/31/2023
Consolidated Portfolio Review Corp8,594$671 12/31/2023
     USMV8,594$671 12/31/2023
BCS Wealth Management8,007$669 03/31/2024
     USMV8,007$669 03/31/2024
Fiduciary Group LLC8,579$669 12/31/2023
     USMV8,579$669 12/31/2023
Neuberger Berman Group LLC8,558$668 12/31/2023
     USMV8,558$668 12/31/2023
Richardson Financial Services Inc.8,543$667 12/31/2023
     USMV8,543$667 12/31/2023
Twelve Points Wealth Management LLC7,940$664 03/31/2024
     USMV7,940$664 03/31/2024
Gateway Advisory LLC8,449$659 12/31/2023
     USMV8,449$659 12/31/2023
Foguth Wealth Management LLC.7,876$658 03/31/2024
     USMV7,876$658 03/31/2024
SigFig Wealth Management LLC8,362$653 12/31/2023
     USMV8,362$653 12/31/2023
Garde Capital Inc.8,350$652 12/31/2023
     USMV8,350$652 12/31/2023
Clifford Group LLC8,358$652 12/31/2023
     USMV8,358$652 12/31/2023
Lee Financial Group Hawaii Inc.7,802$650 03/31/2024
     USMV7,802$650 03/31/2024
Aspire Wealth Management Corp8,333$650 12/31/2023
     USMV8,333$650 12/31/2023
Edgestream Partners L.P.8,306$648 12/31/2023
     USMV8,306$648 12/31/2023
Fountainhead AM LLC8,131$634 12/31/2023
     USMV8,131$634 12/31/2023
Brown Brothers Harriman & Co.8,087$631 12/31/2023
     USMV8,087$631 12/31/2023
WealthPLAN Partners LLC8,080$630 12/31/2023
     USMV8,080$630 12/31/2023
CENTRAL TRUST Co7,514$628 03/31/2024
     USMV7,514$628 03/31/2024
4J Wealth Management LLC7,517$628 03/31/2024
     USMV7,517$628 03/31/2024
Bessemer Group Inc.8,030$627 12/31/2023
     USMV8,030$627 12/31/2023
AIMZ Investment Advisors LLC8,024$626 12/31/2023
     USMV8,024$626 12/31/2023
Joseph Group Capital Management8,008$625 12/31/2023
     USMV8,008$625 12/31/2023
Dorsey & Whitney Trust CO LLC7,963$621 12/31/2023
     USMV7,963$621 12/31/2023
Copperleaf Capital LLC7,874$614 12/31/2023
     USMV7,874$614 12/31/2023
Cassaday & Co Wealth Management LLC7,866$614 12/31/2023
     USMV7,866$614 12/31/2023
Orion Capital Management LLC7,847$612 12/31/2023
     USMV7,847$612 12/31/2023
Cornell Pochily Investment Advisors Inc.7,314$611 03/31/2024
     USMV7,314$611 03/31/2024
Sunbelt Securities Inc.7,285$609 03/31/2024
     USMV7,285$609 03/31/2024
Valley Forge Investment Consultants Inc. ADV7,790$608 12/31/2023
     USMV7,790$608 12/31/2023
Colton Groome Financial Advisors LLC7,236$605 03/31/2024
     USMV7,236$605 03/31/2024
Cidel Asset Management Inc.7,735$603 12/31/2023
     USMV7,735$603 12/31/2023
Keel Point LLC7,197$602 03/31/2024
     USMV7,197$602 03/31/2024
Bouchey Financial Group Ltd7,157$598 03/31/2024
     USMV7,157$598 03/31/2024
Requisite Capital Management LLC7,091$593 03/31/2024
     USMV7,091$593 03/31/2024
GTS Securities LLC7,542$589 12/31/2023
     USMV7,542$589 12/31/2023
Exchange Bank7,000$585 03/31/2024
     USMV7,000$585 03/31/2024
PDS Planning Inc7,486$584 12/31/2023
     USMV7,486$584 12/31/2023
Financial Management Network Inc.7,118$583 03/31/2024
     USMV7,118$583 03/31/2024
Pinnacle Family Advisors LLC7,451$581 12/31/2023
     USMV7,451$581 12/31/2023
NewEdge Wealth LLC7,419$579 12/31/2023
     USMV7,419$579 12/31/2023
Vista Capital Partners Inc.7,377$576 12/31/2023
     USMV7,377$576 12/31/2023
Emfo LLC7,362$574 12/31/2023
     USMV7,362$574 12/31/2023
Y Intercept Hong Kong Ltd7,349$573 12/31/2023
     USMV7,349$573 12/31/2023
FineMark National Bank & Trust7,279$568 12/31/2023
     USMV7,279$568 12/31/2023
StrongBox Wealth LLC7,230$564 12/31/2023
     USMV7,230$564 12/31/2023
Concorde Asset Management LLC7,273$560 12/31/2023
     USMV7,273$560 12/31/2023
Panoramic Investment Advisors LLC6,670$557 03/31/2024
     USMV6,670$557 03/31/2024
Patriot Financial Group Insurance Agency LLC7,093$553 12/31/2023
     USMV7,093$553 12/31/2023
Waddell & Associates LLC7,083$553 12/31/2023
     USMV7,083$553 12/31/2023
JNB Advisors LLC7,051$550 12/31/2023
     USMV7,051$550 12/31/2023
McKinley Carter Wealth Services Inc.7,027$548 12/31/2023
     USMV7,027$548 12/31/2023
Townsend Asset Management Corp NC ADV7,014$547 12/31/2023
     USMV7,014$547 12/31/2023
Palo Alto Wealth Advisors LLC6,984$545 12/31/2023
     USMV6,984$545 12/31/2023
Headinvest LLC6,947$542 12/31/2023
     USMV6,947$542 12/31/2023
Patten Group Inc.6,461$540 03/31/2024
     USMV6,461$540 03/31/2024
Congress Wealth Management LLC DE 6,462$540 03/31/2024
     USMV6,462$540 03/31/2024
First Citizens Asset Management Inc.6,912$539 12/31/2023
     USMV6,912$539 12/31/2023
New Hampshire Trust6,423$537 03/31/2024
     USMV6,423$537 03/31/2024
Aveo Capital Partners LLC6,821$532 12/31/2023
     USMV6,821$532 12/31/2023
Regions Financial Corp6,353$531 03/31/2024
     USMV6,353$531 03/31/2024
Redwood Investment Management LLC6,756$527 12/31/2023
     USMV6,756$527 12/31/2023
Horst & Graben Wealth Management LLC6,283$525 03/31/2024
     USMV6,283$525 03/31/2024
Eldridge Investment Advisors Inc.6,706$523 12/31/2023
     USMV6,706$523 12/31/2023
Fermata Advisors LLC6,239$521 03/31/2024
     USMV6,239$521 03/31/2024
JT Stratford LLC6,676$521 12/31/2023
     USMV6,676$521 12/31/2023
Claro Advisors LLC6,227$520 03/31/2024
     USMV6,227$520 03/31/2024
Signature Securities Group Corporation6,211$519 03/31/2024
     USMV6,211$519 03/31/2024
Radnor Capital Management LLC6,211$519 03/31/2024
     USMV6,211$519 03/31/2024
Ridgecrest Wealth Partners LLC6,182$517 03/31/2024
     USMV6,182$517 03/31/2024
J. W. Coons Advisors LLC6,627$517 12/31/2023
     USMV6,627$517 12/31/2023
Wiley BROS. Aintree Capital LLC6,137$513 03/31/2024
     USMV6,137$513 03/31/2024
PFG Private Wealth Management LLC6,126$512 03/31/2024
     USMV6,126$512 03/31/2024
Silvercrest Asset Management Group LLC6,564$512 12/31/2023
     USMV6,564$512 12/31/2023
Cox Capital Mgt LLC6,109$511 03/31/2024
     USMV6,109$511 03/31/2024
Gibson Capital LLC6,080$508 03/31/2024
     USMV6,080$508 03/31/2024
True Vision MN LLC6,495$507 12/31/2023
     USMV6,495$507 12/31/2023
Sinecera Capital LLC6,054$506 03/31/2024
     USMV6,054$506 03/31/2024
AdvisorNet Financial Inc6,042$505 03/31/2024
     USMV6,042$505 03/31/2024
Stonebridge Financial Planning Group LLC6,465$504 12/31/2023
     USMV6,465$504 12/31/2023
Sontag Advisory LLC6,449$503 12/31/2023
     USMV6,449$503 12/31/2023
Mission Wealth Management LP6,432$502 12/31/2023
     USMV6,432$502 12/31/2023
Milestone Asset Management LLC5,987$500 03/31/2024
     USMV5,987$500 03/31/2024
Collective Family Office LLC5,967$499 03/31/2024
     USMV5,967$499 03/31/2024
Agate Pass Investment Management LLC5,964$499 03/31/2024
     USMV5,964$499 03/31/2024
Everhart Financial Group Inc.6,394$499 12/31/2023
     USMV6,394$499 12/31/2023
W.H. Cornerstone Investments Inc.6,393$499 12/31/2023
     USMV6,393$499 12/31/2023
Whittier Trust Co. of Nevada Inc.6,356$496 12/31/2023
     USMV6,356$496 12/31/2023
Wealthfront Advisers LLC5,919$495 03/31/2024
     USMV5,919$495 03/31/2024
New Republic Capital LLC6,347$495 12/31/2023
     USMV6,347$495 12/31/2023
Avestar Capital LLC6,317$493 12/31/2023
     USMV6,317$493 12/31/2023
Planning Directions Inc.6,305$492 12/31/2023
     USMV6,305$492 12/31/2023
First Bank & Trust5,873$491 03/31/2024
     USMV5,873$491 03/31/2024
Fifth Third Securities Inc.5,816$486 03/31/2024
     USMV5,816$486 03/31/2024
TCI Wealth Advisors Inc.6,219$485 12/31/2023
     USMV6,219$485 12/31/2023
OMNI 360 Wealth Inc.5,774$483 03/31/2024
     USMV5,774$483 03/31/2024
Associated Banc Corp6,175$482 12/31/2023
     USMV6,175$482 12/31/2023
LifeSteps Financial Inc.6,119$477 12/31/2023
     USMV6,119$477 12/31/2023
Bleakley Financial Group LLC6,083$475 12/31/2023
     USMV6,083$475 12/31/2023
Professional Financial Advisors LLC5,671$474 03/31/2024
     USMV5,671$474 03/31/2024
CAP Partners LLC5,631$471 03/31/2024
     USMV5,631$471 03/31/2024
Silverlake Wealth Management LLC5,629$470 03/31/2024
     USMV5,629$470 03/31/2024
Parthenon LLC5,963$465 12/31/2023
     USMV5,963$465 12/31/2023
Belpointe Asset Management LLC5,947$464 12/31/2023
     USMV5,947$464 12/31/2023
Phillips Wealth Planners LLC5,887$464 12/31/2023
     USMV5,887$464 12/31/2023
GEM Asset Management LLC5,948$464 12/31/2023
     USMV5,948$464 12/31/2023
Stratos Wealth Advisors LLC5,538$463 03/31/2024
     USMV5,538$463 03/31/2024
HBK Sorce Advisory LLC5,927$462 12/31/2023
     USMV5,927$462 12/31/2023
Warner Financial Inc.5,501$460 03/31/2024
     USMV5,501$460 03/31/2024
Lcnb Corp5,900$460 12/31/2023
     USMV5,900$460 12/31/2023
Avalon Trust Co5,892$460 12/31/2023
     USMV5,892$460 12/31/2023
Lakeview Capital Partners LLC5,855$457 12/31/2023
     USMV5,855$457 12/31/2023
Sfmg LLC5,838$456 12/31/2023
     USMV5,838$456 12/31/2023
Glass Jacobson Investment Advisors llc5,822$454 12/31/2023
     USMV5,822$454 12/31/2023
Fifth Third Wealth Advisors LLC5,418$453 03/31/2024
     USMV5,418$453 03/31/2024
Concord Wealth Partners5,784$451 12/31/2023
     USMV5,784$451 12/31/2023
Smart Portfolios LLC5,630$449 12/31/2023
     USMV5,630$449 12/31/2023
Gallacher Capital Management LLC5,696$444 12/31/2023
     USMV5,696$444 12/31/2023
GLOBALT Investments LLC GA5,683$443 12/31/2023
     USMV5,683$443 12/31/2023
JustInvest LLC5,662$442 12/31/2023
     USMV5,662$442 12/31/2023
Tsfg LLC5,279$441 03/31/2024
     USMV5,279$441 03/31/2024
Webster Bank N. A.5,226$437 03/31/2024
     USMV5,226$437 03/31/2024
Savant Capital LLC5,600$437 12/31/2023
     USMV5,600$437 12/31/2023
Sage Capital Advisors llc5,208$435 03/31/2024
     USMV5,208$435 03/31/2024
Continuum Advisory LLC5,578$435 12/31/2023
     USMV5,578$435 12/31/2023
Forte Asset Management LLC5,574$435 12/31/2023
     USMV5,574$435 12/31/2023
Magnus Financial Group LLC5,549$433 12/31/2023
     USMV5,549$433 12/31/2023
Independence Bank of Kentucky5,127$429 03/31/2024
     USMV5,127$429 03/31/2024
Pettyjohn Wood & White Inc.5,492$429 12/31/2023
     USMV5,492$429 12/31/2023
Evermay Wealth Management LLC5,459$426 12/31/2023
     USMV5,459$426 12/31/2023
Good Life Advisors LLC5,465$426 12/31/2023
     USMV5,465$426 12/31/2023
Kraft Davis & Associates LLC5,337$426 12/31/2023
     USMV5,337$426 12/31/2023
Insigneo Advisory Services LLC5,437$424 12/31/2023
     USMV5,437$424 12/31/2023
Community Trust & Investment Co.5,424$423 12/31/2023
     USMV5,424$423 12/31/2023
Ascent Wealth Partners LLC5,388$420 12/31/2023
     USMV5,388$420 12/31/2023
Northwest Investment Counselors LLC5,005$418 03/31/2024
     USMV5,005$418 03/31/2024
OneAscent Wealth Management LLC4,998$418 03/31/2024
     USMV4,998$418 03/31/2024
RCS Financial Planning LLC5,331$416 12/31/2023
     USMV5,331$416 12/31/2023
Atlas Brown Inc.4,940$413 03/31/2024
     USMV4,940$413 03/31/2024
Vista Private Wealth Partners. LLC5,197$406 12/31/2023
     USMV5,197$406 12/31/2023
Beaumont Financial Advisors LLC5,177$404 12/31/2023
     USMV5,177$404 12/31/2023
Oppenheimer & Co. Inc.5,156$402 12/31/2023
     USMV5,156$402 12/31/2023
Commonwealth Retirement Investments LLC5,130$400 12/31/2023
     USMV5,130$400 12/31/2023
SILVER OAK SECURITIES Inc5,106$398 12/31/2023
     USMV5,106$398 12/31/2023
Tempus Wealth Planning LLC4,748$397 03/31/2024
     USMV4,748$397 03/31/2024
Latitude Advisors LLC4,746$397 03/31/2024
     USMV4,746$397 03/31/2024
Koshinski Asset Management Inc.5,094$397 12/31/2023
     USMV5,094$397 12/31/2023
Interchange Capital Partners LLC5,024$393 12/31/2023
     USMV5,024$393 12/31/2023
LM Advisors LLC5,035$393 12/31/2023
     USMV5,035$393 12/31/2023
Arkfeld Wealth Strategies L.L.C.4,806$392 03/31/2024
     USMV4,806$392 03/31/2024
Ehrlich Financial Group4,686$392 03/31/2024
     USMV4,686$392 03/31/2024
Resource Consulting Group Inc.5,000$390 12/31/2023
     USMV5,000$390 12/31/2023
Shelton Capital Management5,004$390 12/31/2023
     USMV5,004$390 12/31/2023
MMA Asset Management LLC4,806$386 12/31/2023
     USMV4,806$386 12/31/2023
Teamwork Financial Advisors LLC4,600$384 03/31/2024
     USMV4,600$384 03/31/2024
Sage Financial Group Inc.4,923$384 12/31/2023
     USMV4,923$384 12/31/2023
Venture Visionary Partners LLC4,835$377 12/31/2023
     USMV4,835$377 12/31/2023
D. E. Shaw & Co. Inc.4,819$376 12/31/2023
     USMV4,819$376 12/31/2023
Coldstream Capital Management Inc.4,822$376 12/31/2023
     USMV4,822$376 12/31/2023
Wesbanco Bank Inc.4,456$372 03/31/2024
     USMV4,456$372 03/31/2024
Betterment LLC4,763$372 12/31/2023
     USMV4,763$372 12/31/2023
Fairview Capital Investment Management LLC4,725$369 12/31/2023
     USMV4,725$369 12/31/2023
SlateStone Wealth LLC4,718$368 12/31/2023
     USMV4,718$368 12/31/2023
MKT Advisors LLC4,503$367 03/31/2024
     USMV4,503$367 03/31/2024
Buckingham Strategic Partners4,708$367 12/31/2023
     USMV4,708$367 12/31/2023
TRUE Private Wealth Advisors4,384$366 03/31/2024
     USMV4,384$366 03/31/2024
Bartlett & Co. LLC4,699$366 12/31/2023
     USMV4,699$366 12/31/2023
Bartlett & CO. Wealth Management LLC4,699$366 12/31/2023
     USMV4,699$366 12/31/2023
Etfidea LLC4,683$365 12/31/2023
     USMV4,683$365 12/31/2023
CVA Family Office LLC4,336$362 03/31/2024
     USMV4,336$362 03/31/2024
Skyline Advisors Inc.4,293$359 03/31/2024
     USMV4,293$359 03/31/2024
Arcadia Wealth Management LLC4,583$358 12/31/2023
     USMV4,583$358 12/31/2023
Legacy Trust4,265$356 03/31/2024
     USMV4,265$356 03/31/2024
Scarborough Advisors LLC4,543$355 12/31/2023
     USMV4,543$355 12/31/2023
Sierra Capital LLC4,543$354 12/31/2023
     USMV4,543$354 12/31/2023
Two Sigma Securities LLC4,525$353 12/31/2023
     USMV4,525$353 12/31/2023
Cahill Financial Advisors Inc.4,528$353 12/31/2023
     USMV4,528$353 12/31/2023
Clear Creek Financial Management LLC4,530$353 12/31/2023
     USMV4,530$353 12/31/2023
Connectus Wealth LLC4,498$351 12/31/2023
     USMV4,498$351 12/31/2023
Talisman Wealth Advisors LLC4,480$350 12/31/2023
     USMV4,480$350 12/31/2023
Outlook Wealth Advisors LLC4,142$346 03/31/2024
     USMV4,142$346 03/31/2024
Archer Investment Corp4,411$344 12/31/2023
     USMV4,411$344 12/31/2023
Capstone Triton Financial Group LLC4,074$341 03/31/2024
     USMV4,074$341 03/31/2024
BancorpSouth Bank4,371$341 12/31/2023
     USMV4,371$341 12/31/2023
Wealth Quarterback LLC4,354$340 12/31/2023
     USMV4,354$340 12/31/2023
Symphony Financial Ltd. Co.3,993$334 03/31/2024
     USMV3,993$334 03/31/2024
Fisher Asset Management LLC4,239$331 12/31/2023
     USMV4,239$331 12/31/2023
Lodestone Wealth Management LLC4,238$331 12/31/2023
     USMV4,238$331 12/31/2023
Trust Co. of Vermont4,231$330 12/31/2023
     USMV4,231$330 12/31/2023
Founders Financial Alliance LLC4,219$329 12/31/2023
     USMV4,219$329 12/31/2023
Southern Capital Advisors LLC4,203$328 12/31/2023
     USMV4,203$328 12/31/2023
Clearwater Capital Advisors LLC4,190$327 12/31/2023
     USMV4,190$327 12/31/2023
Bourgeon Capital Management LLC3,900$326 03/31/2024
     USMV3,900$326 03/31/2024
Oxford Financial Group Ltd.4,176$326 12/31/2023
     USMV4,176$326 12/31/2023
HTLF Bank3,871$324 03/31/2024
     USMV3,871$324 03/31/2024
Peapack Gladstone Financial Corp4,150$324 12/31/2023
     USMV4,150$324 12/31/2023
Holistic Planning LLC4,153$324 12/31/2023
     USMV4,153$324 12/31/2023
Trademark Financial Management LLC4,145$323 12/31/2023
     USMV4,145$323 12/31/2023
Creative Financial Designs Inc. ADV4,121$322 12/31/2023
     USMV4,121$322 12/31/2023
Cedar Wealth Management LLC4,119$321 12/31/2023
     USMV4,119$321 12/31/2023
Rowland & Co. Investment Counsel ADV3,832$320 03/31/2024
     USMV3,832$320 03/31/2024
Secure Asset Management LLC4,065$317 12/31/2023
     USMV4,065$317 12/31/2023
Aspire Private Capital LLC3,776$316 03/31/2024
     USMV3,776$316 03/31/2024
Wilbanks Smith & Thomas Asset Management LLC4,049$316 12/31/2023
     USMV4,049$316 12/31/2023
GenTrust LLC3,774$315 03/31/2024
     USMV3,774$315 03/31/2024
Shayne & CO. LLC4,040$315 12/31/2023
     USMV4,040$315 12/31/2023
DB Wealth Management Group LLC4,036$315 12/31/2023
     USMV4,036$315 12/31/2023
Integrity Financial Corp WA4,031$315 12/31/2023
     USMV4,031$315 12/31/2023
Clearview Wealth Advisors LLC3,740$313 03/31/2024
     USMV3,740$313 03/31/2024
Parsons Capital Management Inc. RI3,737$312 03/31/2024
     USMV3,737$312 03/31/2024
BSW Wealth Partners3,727$312 03/31/2024
     USMV3,727$312 03/31/2024
Grove Bank & Trust4,000$312 12/31/2023
     USMV4,000$312 12/31/2023
FCA Corp TX3,987$311 12/31/2023
     USMV3,987$311 12/31/2023
Invst LLC3,871$310 12/31/2023
     USMV3,871$310 12/31/2023
LexAurum Advisors LLC3,698$309 03/31/2024
     USMV3,698$309 03/31/2024
Anchor Capital Advisors LLC3,950$308 12/31/2023
     USMV3,950$308 12/31/2023
Sequoia Financial Advisors LLC3,947$308 12/31/2023
     USMV3,947$308 12/31/2023
Ballentine Partners LLC3,662$306 03/31/2024
     USMV3,662$306 03/31/2024
Register Financial Advisors LLC3,659$306 03/31/2024
     USMV3,659$306 03/31/2024
JFS Wealth Advisors LLC3,913$305 12/31/2023
     USMV3,913$305 12/31/2023
First National Trust Co3,884$303 12/31/2023
     USMV3,884$303 12/31/2023
Tocqueville Asset Management L.P.3,861$301 12/31/2023
     USMV3,861$301 12/31/2023
Merriman Wealth Management LLC3,859$301 12/31/2023
     USMV3,859$301 12/31/2023
Westside Investment Management Inc.3,585$300 03/31/2024
     USMV3,585$300 03/31/2024
Mountain Capital Investment Advisors Inc3,647$300 03/31/2024
     USMV3,647$300 03/31/2024
InTrack Investment Management Inc3,585$300 03/31/2024
     USMV3,585$300 03/31/2024
Clarity Financial LLC3,587$300 03/31/2024
     USMV3,587$300 03/31/2024
O Shaughnessy Asset Management LLC3,850$300 12/31/2023
     USMV3,850$300 12/31/2023
Astoria Portfolio Advisors LLC.3,742$299 03/31/2024
     USMV3,742$299 03/31/2024
Ausdal Financial Partners Inc.3,538$296 03/31/2024
     USMV3,538$296 03/31/2024
McElhenny Sheffield Capital Management LLC3,530$295 03/31/2024
     USMV3,530$295 03/31/2024
Ledyard National Bank3,780$295 12/31/2023
     USMV3,780$295 12/31/2023
Blue Zone Wealth Advisors LLC3,512$294 03/31/2024
     USMV3,512$294 03/31/2024
Alan B. Lancz & Associates Inc.3,700$289 12/31/2023
     USMV3,700$289 12/31/2023
ICA Group Wealth Management LLC3,703$289 12/31/2023
     USMV3,703$289 12/31/2023
Colonial Trust Co SC3,706$289 12/31/2023
     USMV3,706$289 12/31/2023
Rockwood Wealth Management LLC3,416$286 03/31/2024
     USMV3,416$286 03/31/2024
Pacific Sun Financial Corp3,572$279 12/31/2023
     USMV3,572$279 12/31/2023
New World Advisors LLC3,317$277 03/31/2024
     USMV3,317$277 03/31/2024
Private Portfolio Partners LLC3,527$275 12/31/2023
     USMV3,527$275 12/31/2023
Successful Portfolios LLC3,257$272 03/31/2024
     USMV3,257$272 03/31/2024
Destination Wealth Management3,474$271 12/31/2023
     USMV3,474$271 12/31/2023
Dana Investment Advisors Inc.3,461$270 12/31/2023
     USMV3,461$270 12/31/2023
Front Row Advisors LLC3,458$270 12/31/2023
     USMV3,458$270 12/31/2023
Rosenberg Matthew Hamilton3,226$269 03/31/2024
     USMV3,226$269 03/31/2024
JSF Financial LLC3,441$269 12/31/2023
     USMV3,441$269 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors3,445$269 12/31/2023
     USMV3,445$269 12/31/2023
Sandbox Financial Partners LLC3,211$268 03/31/2024
     USMV3,211$268 03/31/2024
Burns J W & Co. Inc. NY3,200$267 03/31/2024
     USMV3,200$267 03/31/2024
Appleton Partners Inc. MA3,178$266 03/31/2024
     USMV3,178$266 03/31/2024
SeaCrest Wealth Management LLC3,179$266 03/31/2024
     USMV3,179$266 03/31/2024
Castle Wealth Management LLC3,411$266 12/31/2023
     USMV3,411$266 12/31/2023
Derbend Asset Management3,398$265 12/31/2023
     USMV3,398$265 12/31/2023
Worth Financial Advisory Group LLC3,381$264 12/31/2023
     USMV3,381$264 12/31/2023
S&T Bank3,375$263 12/31/2023
     USMV3,375$263 12/31/2023
Erickson Financial Group LLC3,317$259 12/31/2023
     USMV3,317$259 12/31/2023
Fluent Financial LLC3,084$258 03/31/2024
     USMV3,084$258 03/31/2024
Lantz Financial LLC3,086$258 03/31/2024
     USMV3,086$258 03/31/2024
Vicus Capital3,022$253 03/31/2024
     USMV3,022$253 03/31/2024
Inspire Advisors LLC3,247$253 12/31/2023
     USMV3,247$253 12/31/2023
Solidarilty Wealth LLC3,235$252 12/31/2023
     USMV3,235$252 12/31/2023
Resurgent Financial Advisors LLC3,232$252 12/31/2023
     USMV3,232$252 12/31/2023
Patten & Patten Inc. TN3,220$251 12/31/2023
     USMV3,220$251 12/31/2023
Adamsbrown Wealth Consultants LLC3,220$251 12/31/2023
     USMV3,220$251 12/31/2023
Xcel Wealth Management LLC2,981$249 03/31/2024
     USMV2,981$249 03/31/2024
Family Wealth Group LLC3,188$249 12/31/2023
     USMV3,188$249 12/31/2023
Weatherly Asset Management L. P.3,176$248 12/31/2023
     USMV3,176$248 12/31/2023
KCM Investment Advisors LLC3,178$248 12/31/2023
     USMV3,178$248 12/31/2023
WESCAP Management Group Inc.3,163$247 12/31/2023
     USMV3,163$247 12/31/2023
Rain Capital Management LLC3,122$244 12/31/2023
     USMV3,122$244 12/31/2023
NCM Capital Management LLC3,126$244 12/31/2023
     USMV3,126$244 12/31/2023
Alamar Capital Management LLC3,114$243 12/31/2023
     USMV3,114$243 12/31/2023
Essex Savings Bank3,107$242 03/31/2024
     USMV3,107$242 03/31/2024
Twin Peaks Wealth Advisors LLC2,901$242 03/31/2024
     USMV2,901$242 03/31/2024
Truepoint Inc.3,098$242 12/31/2023
     USMV3,098$242 12/31/2023
BNP Paribas Arbitrage SA3,064$239 12/31/2023
     USMV3,064$239 12/31/2023
Charter Oak Capital Management LLC2,844$238 03/31/2024
     USMV2,844$238 03/31/2024
Aire Advisors LLC3,055$238 12/31/2023
     USMV3,055$238 12/31/2023
Cypress Capital Group3,005$234 12/31/2023
     USMV3,005$234 12/31/2023
Semmax Financial Advisors Inc.2,909$232 12/31/2023
     USMV2,909$232 12/31/2023
Boston Trust Walden Corp2,767$231 03/31/2024
     USMV2,767$231 03/31/2024
MTM Investment Management LLC2,764$231 03/31/2024
     USMV2,764$231 03/31/2024
Carl P. Sherr & Co. LLC2,966$231 12/31/2023
     USMV2,966$231 12/31/2023
Pinnacle Associates Ltd.2,952$230 12/31/2023
     USMV2,952$230 12/31/2023
GSB Wealth Management LLC2,951$230 12/31/2023
     USMV2,951$230 12/31/2023
Insight Advisors LLC PA2,953$230 12/31/2023
     USMV2,953$230 12/31/2023
Raleigh Capital Management Inc.2,952$230 12/31/2023
     USMV2,952$230 12/31/2023
Vision Capital Management Inc.2,908$227 12/31/2023
     USMV2,908$227 12/31/2023
Private Client Services LLC2,906$227 12/31/2023
     USMV2,906$227 12/31/2023
Midwest Heritage Bank FSB2,706$226 03/31/2024
     USMV2,706$226 03/31/2024
Signature Estate & Investment Advisors LLC2,898$226 12/31/2023
     USMV2,898$226 12/31/2023
Cutter & CO Brokerage Inc.2,890$226 12/31/2023
     USMV2,890$226 12/31/2023
Horan Securities Inc.2,885$225 12/31/2023
     USMV2,885$225 12/31/2023
Theory Financial LLC2,881$225 12/31/2023
     USMV2,881$225 12/31/2023
Harbour Capital Advisors LLC2,700$224 03/31/2024
     USMV2,700$224 03/31/2024
Main Street Financial Solutions LLC2,673$223 03/31/2024
     USMV2,673$223 03/31/2024
Warren Averett Asset Management LLC2,850$222 12/31/2023
     USMV2,850$222 12/31/2023
WJ Wealth Management LLC2,642$221 03/31/2024
     USMV2,642$221 03/31/2024
Synovus Financial Corp2,835$221 12/31/2023
     USMV2,835$221 12/31/2023
Beacon Capital Management LLC3,054$221 12/31/2023
     USMV3,054$221 12/31/2023
U.S. Capital Wealth Advisors LLC2,815$220 12/31/2023
     USMV2,815$220 12/31/2023
Proficio Capital Partners LLC2,800$218 12/31/2023
     USMV2,800$218 12/31/2023
Lion Street Advisors LLC2,779$217 03/31/2024
     USMV2,779$217 03/31/2024
Providence Capital Advisors LLC2,776$217 12/31/2023
     USMV2,776$217 12/31/2023
Thrive Capital Management LLC2,787$217 12/31/2023
     USMV2,787$217 12/31/2023
Kingdom Financial Group LLC.2,777$217 12/31/2023
     USMV2,777$217 12/31/2023
HBW Advisory Services LLC2,773$216 03/31/2024
     USMV2,773$216 03/31/2024
Courier Capital LLC2,570$215 03/31/2024
     USMV2,570$215 03/31/2024
Bridgeworth LLC2,749$214 12/31/2023
     USMV2,749$214 12/31/2023
Regent Peak Wealth Advisors LLC2,742$214 12/31/2023
     USMV2,742$214 12/31/2023
Gryphon Financial Partners LLC2,734$213 12/31/2023
     USMV2,734$213 12/31/2023
Monograph Wealth Advisors LLC2,723$212 12/31/2023
     USMV2,723$212 12/31/2023
Optimist Retirement Group LLC2,712$212 12/31/2023
     USMV2,712$212 12/31/2023
Clarity Capital Advisors LLC2,523$211 03/31/2024
     USMV2,523$211 03/31/2024
Gilman Hill Asset Management LLC2,510$210 03/31/2024
     USMV2,510$210 03/31/2024
Ameliora Wealth Management Ltd.2,500$209 03/31/2024
     USMV2,500$209 03/31/2024
Opes Wealth Management LLC2,682$209 12/31/2023
     USMV2,682$209 12/31/2023
Willner & Heller LLC2,675$209 12/31/2023
     USMV2,675$209 12/31/2023
LVZ Advisors Inc.2,494$208 03/31/2024
     USMV2,494$208 03/31/2024
Empower Advisory Group LLC2,647$207 12/31/2023
     USMV2,647$207 12/31/2023
Foster Victor Wealth Advisors LLC2,609$205 12/31/2023
     USMV2,609$205 12/31/2023
Beese Fulmer Investment Management Inc.2,442$204 03/31/2024
     USMV2,442$204 03/31/2024
Shira Ridge Wealth Management2,436$204 03/31/2024
     USMV2,436$204 03/31/2024
Putnam FL Investment Management Co.2,614$204 12/31/2023
     USMV2,614$204 12/31/2023
WMS Partners LLC2,586$202 12/31/2023
     USMV2,586$202 12/31/2023
BlueCrest Capital Management Ltd2,592$202 12/31/2023
     USMV2,592$202 12/31/2023
Patton Fund Management Inc.2,593$202 12/31/2023
     USMV2,593$202 12/31/2023
Bond & Devick Financial Network Inc.2,587$202 12/31/2023
     USMV2,587$202 12/31/2023
Hengehold Capital Management LLC2,405$201 03/31/2024
     USMV2,405$201 03/31/2024
Valeo Financial Advisors LLC2,469$201 03/31/2024
     USMV2,469$201 03/31/2024
WASHINGTON TRUST Co2,369$198 03/31/2024
     USMV2,369$198 03/31/2024
BOKF NA2,395$187 12/31/2023
     USMV2,395$187 12/31/2023
Future Financial Wealth Managment LLC2,198$184 03/31/2024
     USMV2,198$184 03/31/2024
Key Financial Inc2,295$179 12/31/2023
     USMV2,295$179 12/31/2023
Tortoise Investment Management LLC2,283$178 12/31/2023
     USMV2,283$178 12/31/2023
Salomon & Ludwin LLC2,431$176 12/31/2023
     USMV2,431$176 12/31/2023
Global Wealth Strategies & Associates2,041$171 03/31/2024
     USMV2,041$171 03/31/2024
Howe & Rusling Inc.2,180$170 12/31/2023
     USMV2,180$170 12/31/2023
Team Financial Group LLC2,179$170 12/31/2023
     USMV2,179$170 12/31/2023
Kayne Anderson Rudnick Investment Management LLC2,126$166 12/31/2023
     USMV2,126$166 12/31/2023
Benjamin Edwards Inc.2,116$165 12/31/2023
     USMV2,116$165 12/31/2023
Salem Investment Counselors Inc.1,953$163 03/31/2024
     USMV1,953$163 03/31/2024
Smithfield Trust Co.2,073$160 12/31/2023
     USMV2,073$160 12/31/2023
APCM Wealth Management for Individuals1,892$158 03/31/2024
     USMV1,892$158 03/31/2024
Hazlett Burt & Watson Inc.2,002$156 12/31/2023
     USMV2,002$156 12/31/2023
Aptus Capital Advisors LLC1,944$152 12/31/2023
     USMV1,944$152 12/31/2023
EverSource Wealth Advisors LLC1,922$150 12/31/2023
     USMV1,922$150 12/31/2023
NBT Bank N A NY1,742$148 03/31/2024
     USMV1,742$148 03/31/2024
Anchor Investment Management LLC1,867$146 12/31/2023
     USMV1,867$146 12/31/2023
Prestige Wealth Management Group LLC1,854$145 12/31/2023
     USMV1,854$145 12/31/2023
Thompson Siegel & Walmsley LLC1,825$142 12/31/2023
     USMV1,825$142 12/31/2023
GAMMA Investing LLC1,679$140 03/31/2024
     USMV1,679$140 03/31/2024
Soundwatch Capital LLC1,797$140 12/31/2023
     USMV1,797$140 12/31/2023
Stephens Consulting LLC1,646$138 03/31/2024
     USMV1,646$138 03/31/2024
Optiver Holding B.V.1,758$137 12/31/2023
     USMV1,758$137 12/31/2023
Sound Income Strategies LLC1,566$131 03/31/2024
     USMV1,566$131 03/31/2024
Duncker Streett & Co. Inc.1,552$130 03/31/2024
     USMV1,552$130 03/31/2024
Ogorek Anthony Joseph NY ADV1,659$129 12/31/2023
     USMV1,659$129 12/31/2023
LGT Financial Advisors LLC1,634$128 12/31/2023
     USMV1,634$128 12/31/2023
Wolff Wiese Magana LLC1,430$120 03/31/2024
     USMV1,430$120 03/31/2024
Delta Asset Management LLC TN1,488$116 12/31/2023
     USMV1,488$116 12/31/2023
Retirement Group LLC1,483$116 12/31/2023
     USMV1,483$116 12/31/2023
Focused Wealth Management Inc1,472$115 12/31/2023
     USMV1,472$115 12/31/2023
Syntax Research Inc.1,475$115 12/31/2023
     USMV1,475$115 12/31/2023
ST Germain D J Co. Inc.1,336$112 03/31/2024
     USMV1,336$112 03/31/2024
Tidemark LLC1,424$111 12/31/2023
     USMV1,424$111 12/31/2023
Harbor Investment Advisory LLC1,309$109 03/31/2024
     USMV1,309$109 03/31/2024
Coston McIsaac & Partners1,293$108 03/31/2024
     USMV1,293$108 03/31/2024
Parkside Financial Bank & Trust1,377$107 12/31/2023
     USMV1,377$107 12/31/2023
Cornerstone Planning Group LLC1,299$101 12/31/2023
     USMV1,299$101 12/31/2023
Washington Trust Advisors Inc.1,300$101 12/31/2023
     USMV1,300$101 12/31/2023
Signature Resources Capital Management LLC1,259$98 03/31/2024
     USMV1,259$98 03/31/2024
Western Pacific Wealth Management LP1,250$98 12/31/2023
     USMV1,250$98 12/31/2023
Bfsg LLC1,150$96 03/31/2024
     USMV1,150$96 03/31/2024
Mine & Arao Wealth Creation & Management LLC.1,204$94 12/31/2023
     USMV1,204$94 12/31/2023
Main Street Group LTD1,186$93 12/31/2023
     USMV1,186$93 12/31/2023
Global Trust Asset Management LLC1,095$92 03/31/2024
     USMV1,095$92 03/31/2024
Baldwin Brothers Inc. MA1,089$91 03/31/2024
     USMV1,089$91 03/31/2024
Angeles Wealth Management LLC1,126$88 12/31/2023
     USMV1,126$88 12/31/2023
Coppell Advisory Solutions LLC1,115$87 12/31/2023
     USMV1,115$87 12/31/2023
Bangor Savings Bank1,007$84 03/31/2024
     USMV1,007$84 03/31/2024
Macroview Investment Management LLC1,079$84 12/31/2023
     USMV1,079$84 12/31/2023
Woodmont Investment Counsel LLC966$81 03/31/2024
     USMV966$81 03/31/2024
Oakworth Capital Inc.969$81 03/31/2024
     USMV969$81 03/31/2024
Larson Financial Group LLC1,025$80 12/31/2023
     USMV1,025$80 12/31/2023
Cassady Schiller Wealth Management LLC996$78 12/31/2023
     USMV996$78 12/31/2023
Stuart Chaussee & Associates Inc.946$74 12/31/2023
     USMV946$74 12/31/2023
VisionPoint Advisory Group LLC909$71 12/31/2023
     USMV909$71 12/31/2023
Sumitomo Mitsui Financial Group Inc.903$70 12/31/2023
     USMV903$70 12/31/2023
Indiana Trust & Investment Management CO811$68 03/31/2024
     USMV811$68 03/31/2024
Financial Perspectives Inc808$67 03/31/2024
     USMV808$67 03/31/2024
JNBA Financial Advisors850$66 12/31/2023
     USMV850$66 12/31/2023
Jackson Hole Capital Partners LLC834$65 12/31/2023
     USMV834$65 12/31/2023
Lindbrook Capital LLC749$63 03/31/2024
     USMV749$63 03/31/2024
Planned Solutions Inc.809$63 12/31/2023
     USMV809$63 12/31/2023
Harvest Investment Services LLC778$61 12/31/2023
     USMV778$61 12/31/2023
Cape Investment Advisory Inc.788$61 12/31/2023
     USMV788$61 12/31/2023
Compass Wealth Management LLC700$59 03/31/2024
     USMV700$59 03/31/2024
Rockbridge Investment Management LCC757$59 12/31/2023
     USMV757$59 12/31/2023
Union Savings Bank740$58 12/31/2023
     USMV740$58 12/31/2023
Vima LLC745$58 12/31/2023
     USMV745$58 12/31/2023
Sandy Spring Bank734$57 12/31/2023
     USMV734$57 12/31/2023
Guardian Wealth Advisors LLC NC704$55 12/31/2023
     USMV704$55 12/31/2023
Hexagon Capital Partners LLC629$53 03/31/2024
     USMV629$53 03/31/2024
FinTrust Capital Advisors LLC662$52 12/31/2023
     USMV662$52 12/31/2023
Live Oak Investment Partners605$47 12/31/2023
     USMV605$47 12/31/2023
Aspect Partners LLC604$47 12/31/2023
     USMV604$47 12/31/2023
Caldwell Sutter Capital Inc.529$44 03/31/2024
     USMV529$44 03/31/2024
Oliver Lagore Vanvalin Investment Group564$44 12/31/2023
     USMV564$44 12/31/2023
O Dell Group LLC529$41 12/31/2023
     USMV529$41 12/31/2023
Element Wealth LLC524$41 12/31/2023
     USMV524$41 12/31/2023
Financial Freedom LLC478$40 03/31/2024
     USMV478$40 03/31/2024
The Manufacturers Life Insurance Company 509$40 12/31/2023
     USMV509$40 12/31/2023
Citizens National Bank Trust Department500$39 12/31/2023
     USMV500$39 12/31/2023
SYM FINANCIAL Corp486$38 12/31/2023
     USMV486$38 12/31/2023
Castleview Partners LLC482$38 12/31/2023
     USMV482$38 12/31/2023
Valley National Advisers Inc.454$37 03/31/2024
     USMV454$37 03/31/2024
M&R Capital Management Inc.430$36 03/31/2024
     USMV430$36 03/31/2024
Luken Investment Analytics LLC425$36 03/31/2024
     USMV425$36 03/31/2024
BOK Financial Private Wealth Inc.450$35 12/31/2023
     USMV450$35 12/31/2023
SJS Investment Consulting Inc.387$32 03/31/2024
     USMV387$32 03/31/2024
First Personal Financial Services400$31 12/31/2023
     USMV400$31 12/31/2023
Eagle Bay Advisors LLC400$31 12/31/2023
     USMV400$31 12/31/2023
JDM Financial Group LLC383$30 12/31/2023
     USMV383$30 12/31/2023
Clear Investment Research LLC365$29 12/31/2023
     USMV365$29 12/31/2023
Missouri Trust & Investment Co373$29 12/31/2023
     USMV373$29 12/31/2023
Horrell Capital Management Inc.340$28 03/31/2024
     USMV340$28 03/31/2024
Newbridge Financial Services Group Inc.339$28 03/31/2024
     USMV339$28 03/31/2024
Arlington Trust Co LLC339$28 03/31/2024
     USMV339$28 03/31/2024
Iron Horse Wealth Management LLC329$27 03/31/2024
     USMV329$27 03/31/2024
Keener Financial Planning LLC332$26 12/31/2023
     USMV332$26 12/31/2023
Massmutual Trust Co. FSB ADV300$25 03/31/2024
     USMV300$25 03/31/2024
MCF Advisors LLC300$25 03/31/2024
     USMV300$25 03/31/2024
Annapolis Financial Services LLC290$24 03/31/2024
     USMV290$24 03/31/2024
Atticus Wealth Management LLC260$22 03/31/2024
     USMV260$22 03/31/2024
McIlrath & Eck LLC274$21 12/31/2023
     USMV274$21 12/31/2023
Fairman Group LLC265$21 12/31/2023
     USMV265$21 12/31/2023
Natixis261$20 12/31/2023
     USMV261$20 12/31/2023
Moisand Fitzgerald Tamayo LLC225$19 03/31/2024
     USMV225$19 03/31/2024
Mark Sheptoff Financial Planning LLC247$19 12/31/2023
     USMV247$19 12/31/2023
Carolinas Wealth Consulting LLC234$18 12/31/2023
     USMV234$18 12/31/2023
Acima Private Wealth LLC220$17 12/31/2023
     USMV220$17 12/31/2023
Nordwand Advisors LLC208$16 12/31/2023
     USMV208$16 12/31/2023
Albion Financial Group UT185$15 03/31/2024
     USMV185$15 03/31/2024
Bogart Wealth LLC179$15 03/31/2024
     USMV179$15 03/31/2024
First Manhattan Co.188$15 12/31/2023
     USMV188$15 12/31/2023
Caitlin John LLC189$15 12/31/2023
     USMV189$15 12/31/2023
Contravisory Investment Management Inc.170$14 03/31/2024
     USMV170$14 03/31/2024
Ritter Daniher Financial Advisory LLC DE184$14 12/31/2023
     USMV184$14 12/31/2023
Venturi Wealth Management LLC158$13 03/31/2024
     USMV158$13 03/31/2024
Legend Financial Advisors Inc.156$13 03/31/2024
     USMV156$13 03/31/2024
Crewe Advisors LLC171$13 12/31/2023
     USMV171$13 12/31/2023
Avion Wealth161$13 12/31/2023
     USMV161$13 12/31/2023
Delos Wealth Advisors LLC169$13 12/31/2023
     USMV169$13 12/31/2023
Jones Financial Companies Lllp150$12 12/31/2023
     USMV150$12 12/31/2023
Garner Asset Management Corp145$12 12/31/2023
     USMV145$12 12/31/2023
Coastal Investment Advisors Inc.133$11 03/31/2024
     USMV133$11 03/31/2024
CGC Financial Services LLC135$11 03/31/2024
     USMV135$11 03/31/2024
Transamerica Financial Advisors Inc.141$11 12/31/2023
     USMV141$11 12/31/2023
New Millennium Group LLC137$11 12/31/2023
     USMV137$11 12/31/2023
Foster Dykema Cabot & Partners LLC143$11 12/31/2023
     USMV143$11 12/31/2023
Blue Bell Private Wealth Management LLC125$10 03/31/2024
     USMV125$10 03/31/2024
EPG Wealth Management LLC125$10 12/31/2023
     USMV125$10 12/31/2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA114$9 03/31/2024
     USMV114$9 03/31/2024
PFS Partners LLC109$9 03/31/2024
     USMV109$9 03/31/2024
Richard Bernstein Advisors LLC100$8 12/31/2023
     USMV100$8 12/31/2023
VitalStone Financial LLC101$8 12/31/2023
     USMV101$8 12/31/2023
AllSquare Wealth Management LLC88$7 12/31/2023
     USMV88$7 12/31/2023
Family Asset Management LLC88$7 12/31/2023
     USMV88$7 12/31/2023
City State Bank71$6 03/31/2024
     USMV71$6 03/31/2024
Tucker Asset Management LLC83$6 12/31/2023
     USMV83$6 12/31/2023
Kiely Wealth Advisory Group Inc.71$6 12/31/2023
     USMV71$6 12/31/2023
Cutler Group LP $5 03/31/2024
     Call1,500$5 03/31/2024
Bay Harbor Wealth Management LLC64$5 03/31/2024
     USMV64$5 03/31/2024
DHJJ Financial Advisors Ltd.61$5 03/31/2024
     USMV61$5 03/31/2024
American Capital Advisory LLC65$5 12/31/2023
     USMV65$5 12/31/2023
JJJ Advisors Inc.43$4 03/31/2024
     USMV43$4 03/31/2024
Northwest Capital Management Inc43$4 03/31/2024
     USMV43$4 03/31/2024
Motco53$4 12/31/2023
     USMV53$4 12/31/2023
Plante Moran Financial Advisors LLC47$4 12/31/2023
     USMV47$4 12/31/2023
Dunhill Financial LLC50$4 12/31/2023
     USMV50$4 12/31/2023
First United Bank Trust40$3 12/31/2023
     USMV40$3 12/31/2023
Institutional & Family Asset Management LLC33$3 12/31/2023
     USMV33$3 12/31/2023
Investors Research Corp41$3 12/31/2023
     USMV41$3 12/31/2023
Lee Financial Co28$2 12/31/2023
     USMV28$2 12/31/2023
Fortis Advisors LLC20$2 12/31/2023
     USMV20$2 12/31/2023
Phillips Financial Management LLC8$1 03/31/2024
     USMV8$1 03/31/2024
First Pacific Financial9$1 03/31/2024
     USMV9$1 03/31/2024
Pittenger & Anderson Inc.17$1 12/31/2023
     USMV17$1 12/31/2023
Riggs Asset Managment Co. Inc.7$1 12/31/2023
     USMV7$1 12/31/2023
Russell Investments Group Ltd.7$1 12/31/2023
     USMV7$1 12/31/2023
First Command Advisory Services Inc.7$1 12/31/2023
     USMV7$1 12/31/2023
Ables Iannone Moore & Associates Inc.10$1 12/31/2023
     USMV10$1 12/31/2023
Gradient Investments LLC1$0 03/31/2024
     USMV1$0 03/31/2024
Cullen Frost Bankers Inc.1$0 12/31/2023
     USMV1$0 12/31/2023
Sanctuary Wealth Management L.L.C.4$0 12/31/2023
     USMV4$0 12/31/2023
HBC Financial Services PLLC4$0 12/31/2023
     USMV4$0 12/31/2023
Mendel Money Management5,095$-397,563 12/31/2023
     Put5,095$397,563 12/31/2023

See Summary: Institutional Holders of USMV
See Details: Top 10 Hedge Funds Holding USMV
Also See: USMV Holdings Changes

Funds Holding USMV | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.