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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Bank of America Corp DE | 34,303,389 | $2,676,693 | 12/31/2023 | USMV | 34,303,389 | $2,676,693 | 12/31/2023 | FMR LLC | 20,622,012 | $1,609,136 | 12/31/2023 | USMV | 20,622,012 | $1,609,136 | 12/31/2023 | Morgan Stanley | 17,782,804 | $1,387,592 | 12/31/2023 | USMV | 17,782,804 | $1,387,592 | 12/31/2023 | Raymond James & Associates | 15,949,103 | $1,333,026 | 03/31/2024 | USMV | 15,949,103 | $1,333,026 | 03/31/2024 | Envestnet Asset Management Inc. | 15,485,631 | $1,208,344 | 12/31/2023 | USMV | 15,485,631 | $1,208,344 | 12/31/2023 | The PNC Financial Services Group Inc. | 9,098,914 | $709,988 | 12/31/2023 | USMV | 9,098,914 | $709,988 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 7,988,894 | $623,373 | 12/31/2023 | USMV | 7,988,894 | $623,373 | 12/31/2023 | BlackRock Inc. | 7,778,380 | $606,947 | 12/31/2023 | USMV | 7,778,380 | $606,947 | 12/31/2023 | LPL Financial LLC | 6,026,304 | $470,232 | 12/31/2023 | USMV | 6,026,304 | $470,232 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 4,435,220 | $370,696 | 03/31/2024 | USMV | 4,435,220 | $370,696 | 03/31/2024 | JPMorgan Chase & Co. | 4,721,382 | $368,409 | 12/31/2023 | USMV | 4,721,382 | $368,409 | 12/31/2023 | Wells Fargo & Company MN | 4,298,794 | $335,435 | 12/31/2023 | USMV | 4,298,794 | $335,435 | 12/31/2023 | Ameriprise Financial Inc. | 4,237,311 | $330,644 | 12/31/2023 | USMV | 4,237,311 | $330,644 | 12/31/2023 | Alaska Permanent Fund Corp | 3,947,820 | $329,959 | 03/31/2024 | USMV | 3,947,820 | $329,959 | 03/31/2024 | UBS Group AG | 4,182,777 | $326,382 | 12/31/2023 | USMV | 4,182,777 | $326,382 | 12/31/2023 | Catalyst Capital Advisors LLC | 3,476,657 | $290,579 | 03/31/2024 | USMV | 3,476,657 | $290,579 | 03/31/2024 | Millburn Ridgefield Corp | 3,577,133 | $279,124 | 12/31/2023 | USMV | 3,577,133 | $279,124 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 3,170,418 | $264,984 | 03/31/2024 | USMV | 3,170,418 | $264,984 | 03/31/2024 | Sei Investments Co. | 2,799,988 | $218,483 | 12/31/2023 | USMV | 2,799,988 | $218,483 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 2,720,842 | $212,308 | 12/31/2023 | USMV | 2,720,842 | $212,308 | 12/31/2023 | Commonwealth Equity Services LLC | 2,602,460 | $203,070 | 12/31/2023 | USMV | 2,602,460 | $203,070 | 12/31/2023 | Captrust Financial Advisors | 2,303,329 | $179,729 | 12/31/2023 | USMV | 2,303,329 | $179,729 | 12/31/2023 | Royal Bank of Canada | 2,197,425 | $171,464 | 12/31/2023 | USMV | 2,197,425 | $171,464 | 12/31/2023 | Cerity Partners LLC | 2,132,230 | $166,378 | 12/31/2023 | USMV | 2,132,230 | $166,378 | 12/31/2023 | Advisor Group Holdings Inc. | 1,920,282 | $149,937 | 12/31/2023 | USMV | 1,920,282 | $149,937 | 12/31/2023 | Assetmark Inc. | 1,630,433 | $127,223 | 12/31/2023 | USMV | 1,630,433 | $127,223 | 12/31/2023 | US Bancorp DE | 1,472,067 | $114,865 | 12/31/2023 | USMV | 1,472,067 | $114,865 | 12/31/2023 | Mariner LLC | 1,334,892 | $104,162 | 12/31/2023 | USMV | 1,334,892 | $104,162 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 1,240,289 | $103,663 | 03/31/2024 | USMV | 1,240,289 | $103,663 | 03/31/2024 | Securian Asset Management Inc | 1,290,762 | $100,718 | 12/31/2023 | USMV | 1,290,762 | $100,718 | 12/31/2023 | Bank of New York Mellon Corp | 1,098,813 | $91,839 | 03/31/2024 | USMV | 1,098,813 | $91,839 | 03/31/2024 | CWM LLC | 1,091,387 | $91,218 | 03/31/2024 | USMV | 1,091,387 | $91,218 | 03/31/2024 | Brookstone Capital Management | 1,089,145 | $91,031 | 03/31/2024 | USMV | 1,089,145 | $91,031 | 03/31/2024 | Cetera Advisors LLC | 1,156,060 | $90,207 | 12/31/2023 | USMV | 1,156,060 | $90,207 | 12/31/2023 | Financial Advisors LLC | 1,081,490 | $84,389 | 12/31/2023 | USMV | 1,081,490 | $84,389 | 12/31/2023 | MML Investors Services LLC | 1,068,806 | $83,399 | 12/31/2023 | USMV | 1,068,806 | $83,399 | 12/31/2023 | Johnson Investment Counsel Inc. | 1,052,761 | $82,147 | 12/31/2023 | USMV | 1,052,761 | $82,147 | 12/31/2023 | Wade G W & Inc. | 913,087 | $71,248 | 12/31/2023 | USMV | 913,087 | $71,248 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 884,229 | $68,996 | 12/31/2023 | USMV | 884,229 | $68,996 | 12/31/2023 | Integrated Wealth Concepts LLC | 877,178 | $68,446 | 12/31/2023 | USMV | 877,178 | $68,446 | 12/31/2023 | AE Wealth Management LLC | 820,614 | $65,633 | 12/31/2023 | USMV | 820,614 | $65,633 | 12/31/2023 | Janney Montgomery Scott LLC | 821,754 | $64,121 | 12/31/2023 | USMV | 821,754 | $64,121 | 12/31/2023 | Horizon Investments LLC | 818,488 | $63,867 | 12/31/2023 | USMV | 818,488 | $63,867 | 12/31/2023 | Vestcor Inc | 788,484 | $61,525 | 12/31/2023 | USMV | 788,484 | $61,525 | 12/31/2023 | HighTower Advisors LLC | 776,696 | $60,556 | 12/31/2023 | USMV | 776,696 | $60,556 | 12/31/2023 | Quotient Wealth Partners LLC | 769,262 | $60,025 | 12/31/2023 | USMV | 769,262 | $60,025 | 12/31/2023 | Private Advisor Group LLC | 655,035 | $51,112 | 12/31/2023 | USMV | 655,035 | $51,112 | 12/31/2023 | Capstone Investment Advisors LLC | 622,029 | $48,537 | 12/31/2023 | USMV | 622,029 | $48,537 | 12/31/2023 | Allianz Asset Management GmbH | 596,741 | $46,564 | 12/31/2023 | USMV | 596,741 | $46,564 | 12/31/2023 | Fragasso Group Inc. | 548,948 | $45,881 | 03/31/2024 | USMV | 548,948 | $45,881 | 03/31/2024 | Legacy Financial Advisors Inc. | 583,769 | $45,551 | 12/31/2023 | USMV | 583,769 | $45,551 | 12/31/2023 | Steward Partners Investment Advisory LLC | 556,617 | $43,433 | 12/31/2023 | USMV | 556,617 | $43,433 | 12/31/2023 | Geneos Wealth Management Inc. | 518,679 | $40,473 | 12/31/2023 | USMV | 518,679 | $40,473 | 12/31/2023 | ARS Wealth Advisors Group LLC | 511,936 | $39,946 | 12/31/2023 | USMV | 511,936 | $39,946 | 12/31/2023 | Cetera Investment Advisers | 511,141 | $39,884 | 12/31/2023 | USMV | 511,141 | $39,884 | 12/31/2023 | GWM Advisors LLC | 484,031 | $38,268 | 12/31/2023 | USMV | 484,031 | $38,268 | 12/31/2023 | Stifel Financial Corp | 488,143 | $38,089 | 12/31/2023 | USMV | 488,143 | $38,089 | 12/31/2023 | Truist Financial Corp | 477,788 | $37,282 | 12/31/2023 | USMV | 477,788 | $37,282 | 12/31/2023 | Symmetry Partners LLC | 438,136 | $36,619 | 03/31/2024 | USMV | 438,136 | $36,619 | 03/31/2024 | FIL Ltd | 463,861 | $36,195 | 12/31/2023 | USMV | 463,861 | $36,195 | 12/31/2023 | Glenmede Trust Co. NA | 461,482 | $36,009 | 12/31/2023 | USMV | 461,482 | $36,009 | 12/31/2023 | Resources Investment Advisors LLC. | 459,503 | $35,855 | 12/31/2023 | USMV | 459,503 | $35,855 | 12/31/2023 | Squarepoint Ops LLC | 449,296 | $35,059 | 12/31/2023 | USMV | 449,296 | $35,059 | 12/31/2023 | Keybank National Association OH | 448,361 | $34,986 | 12/31/2023 | USMV | 448,361 | $34,986 | 12/31/2023 | Pineridge Advisors LLC | 446,526 | $34,842 | 12/31/2023 | USMV | 446,526 | $34,842 | 12/31/2023 | Cetera Advisor Networks LLC | 438,444 | $34,212 | 12/31/2023 | USMV | 438,444 | $34,212 | 12/31/2023 | Alliancebernstein L.P. | 417,842 | $32,604 | 12/31/2023 | USMV | 417,842 | $32,604 | 12/31/2023 | Klingman & Associates LLC | 410,940 | $32,066 | 12/31/2023 | USMV | 410,940 | $32,066 | 12/31/2023 | Halpern Financial Inc. | 379,088 | $31,335 | 03/31/2024 | USMV | 379,088 | $31,335 | 03/31/2024 | Granite Bay Wealth Management LLC | 411,222 | $30,674 | 12/31/2023 | USMV | 411,222 | $30,674 | 12/31/2023 | Thrivent Financial for Lutherans | 382,818 | $29,871 | 12/31/2023 | USMV | 382,818 | $29,871 | 12/31/2023 | Equitable Holdings Inc. | 379,485 | $29,611 | 12/31/2023 | USMV | 379,485 | $29,611 | 12/31/2023 | GDS Wealth Management | 346,097 | $28,927 | 03/31/2024 | USMV | 346,097 | $28,927 | 03/31/2024 | Atria Wealth Solutions Inc. | 363,077 | $28,331 | 12/31/2023 | USMV | 363,077 | $28,331 | 12/31/2023 | Stratos Wealth Partners LTD. | 334,237 | $27,936 | 03/31/2024 | USMV | 334,237 | $27,936 | 03/31/2024 | Telemus Capital LLC | 350,888 | $27,380 | 12/31/2023 | USMV | 350,888 | $27,380 | 12/31/2023 | Wealthsource Partners LLC | 349,094 | $27,240 | 12/31/2023 | USMV | 349,094 | $27,240 | 12/31/2023 | Comerica Bank | 343,654 | $26,815 | 12/31/2023 | USMV | 343,654 | $26,815 | 12/31/2023 | Nottingham Advisors Inc. | 336,032 | $26,221 | 12/31/2023 | USMV | 336,032 | $26,221 | 12/31/2023 | Leelyn Smith LLC | 335,802 | $26,203 | 12/31/2023 | USMV | 335,802 | $26,203 | 12/31/2023 | MAI Capital Management | 328,458 | $25,630 | 12/31/2023 | USMV | 328,458 | $25,630 | 12/31/2023 | Apella Capital LLC | 309,367 | $25,464 | 03/31/2024 | USMV | 309,367 | $25,464 | 03/31/2024 | Financial Gravity Asset Management Inc. | 325,585 | $25,405 | 12/31/2023 | USMV | 325,585 | $25,405 | 12/31/2023 | Sovereign Investment Advisors LLC | 323,837 | $25,269 | 12/31/2023 | USMV | 323,837 | $25,269 | 12/31/2023 | Wealth Advisors of Iowa LLC | 318,286 | $24,836 | 12/31/2023 | USMV | 318,286 | $24,836 | 12/31/2023 | Insight Wealth Strategies LLC | 295,494 | $24,697 | 03/31/2024 | USMV | 295,494 | $24,697 | 03/31/2024 | Kestra Advisory Services LLC | 308,578 | $24,078 | 12/31/2023 | USMV | 308,578 | $24,078 | 12/31/2023 | Barclays PLC | 303,231 | $23,661 | 12/31/2023 | USMV | 303,231 | $23,661 | 12/31/2023 | Citizens Financial Group Inc RI | 292,485 | $22,823 | 12/31/2023 | USMV | 292,485 | $22,823 | 12/31/2023 | MV Capital Management Inc. | 272,582 | $22,782 | 03/31/2024 | USMV | 272,582 | $22,782 | 03/31/2024 | Avantax Advisory Services Inc. | 290,755 | $22,688 | 12/31/2023 | USMV | 290,755 | $22,688 | 12/31/2023 | RSM US Wealth Management LLC | 285,636 | $22,288 | 12/31/2023 | USMV | 285,636 | $22,288 | 12/31/2023 | Capital Advisors Ltd. LLC | 266,227 | $22,251 | 03/31/2024 | USMV | 266,227 | $22,251 | 03/31/2024 | Rehmann Capital Advisory Group | 282,354 | $22,032 | 12/31/2023 | USMV | 282,354 | $22,032 | 12/31/2023 | Beacon Pointe Advisors LLC | 278,833 | $21,758 | 12/31/2023 | USMV | 278,833 | $21,758 | 12/31/2023 | Cornerstone Wealth Management LLC | 259,689 | $21,705 | 03/31/2024 | USMV | 259,689 | $21,705 | 03/31/2024 | M&T Bank Corp | 275,533 | $21,500 | 12/31/2023 | USMV | 275,533 | $21,500 | 12/31/2023 | MA Private Wealth | 270,131 | $21,078 | 12/31/2023 | USMV | 270,131 | $21,078 | 12/31/2023 | Lineweaver Wealth Advisors LLC | 260,818 | $20,353 | 12/31/2023 | USMV | 260,818 | $20,353 | 12/31/2023 | Executive Wealth Management LLC | 257,773 | $20,114 | 12/31/2023 | USMV | 257,773 | $20,114 | 12/31/2023 | Cassia Capital Partners LLC | 236,339 | $19,753 | 03/31/2024 | USMV | 236,339 | $19,753 | 03/31/2024 | Lowe Wealth Advisors LLC | 236,292 | $19,749 | 03/31/2024 | USMV | 236,292 | $19,749 | 03/31/2024 | United Capital Financial Advisers LLC | 251,629 | $19,635 | 12/31/2023 | USMV | 251,629 | $19,635 | 12/31/2023 | Raymond James Trust N.A. | 227,490 | $19,014 | 03/31/2024 | USMV | 227,490 | $19,014 | 03/31/2024 | TD Waterhouse Canada Inc. | 218,043 | $18,547 | 12/31/2023 | USMV | 218,043 | $18,547 | 12/31/2023 | Journey Advisory Group LLC | 237,614 | $18,541 | 12/31/2023 | USMV | 237,614 | $18,541 | 12/31/2023 | Trilogy Capital Inc. | 220,482 | $18,428 | 03/31/2024 | USMV | 220,482 | $18,428 | 03/31/2024 | Baron Silver Stevens Financial Advisors LLC | 234,624 | $18,308 | 12/31/2023 | USMV | 234,624 | $18,308 | 12/31/2023 | Well Done LLC | 218,729 | $18,281 | 03/31/2024 | USMV | 218,729 | $18,281 | 03/31/2024 | Stock Yards Bank & Trust Co. | 225,555 | $17,600 | 12/31/2023 | USMV | 225,555 | $17,600 | 12/31/2023 | Adaptive Financial Consulting LLC | 220,054 | $17,171 | 12/31/2023 | USMV | 220,054 | $17,171 | 12/31/2023 | Citigroup Inc. | 217,288 | $16,955 | 12/31/2023 | USMV | 217,288 | $16,955 | 12/31/2023 | Valmark Advisers Inc. | 212,211 | $16,559 | 12/31/2023 | USMV | 212,211 | $16,559 | 12/31/2023 | Dakota Wealth Management | 196,270 | $16,404 | 03/31/2024 | USMV | 196,270 | $16,404 | 03/31/2024 | Ironwood Wealth Management Inc. | 200,180 | $16,283 | 03/31/2024 | USMV | 200,180 | $16,283 | 03/31/2024 | FFT Wealth Management LLC | 207,455 | $16,188 | 12/31/2023 | USMV | 207,455 | $16,188 | 12/31/2023 | Facet Wealth Inc. | 201,836 | $16,153 | 12/31/2023 | USMV | 201,836 | $16,153 | 12/31/2023 | Syntegra Private Wealth Group LLC | 203,227 | $15,858 | 12/31/2023 | USMV | 203,227 | $15,858 | 12/31/2023 | TD Capital Management LLC | 202,733 | $15,819 | 12/31/2023 | USMV | 202,733 | $15,819 | 12/31/2023 | Creative Planning | 202,431 | $15,796 | 12/31/2023 | USMV | 202,431 | $15,796 | 12/31/2023 | Wealth Management Resources Inc. | 185,496 | $15,504 | 03/31/2024 | USMV | 185,496 | $15,504 | 03/31/2024 | Lester Murray Antman dba SimplyRich | 189,578 | $14,793 | 12/31/2023 | USMV | 189,578 | $14,793 | 12/31/2023 | Wright Fund Managment LLC | 189,452 | $14,783 | 12/31/2023 | USMV | 189,452 | $14,783 | 12/31/2023 | Leonard Rickey Investment Advisors P.L.L.C. | 172,715 | $14,436 | 03/31/2024 | USMV | 172,715 | $14,436 | 03/31/2024 | Wells Financial Advisors INC | 181,658 | $14,175 | 12/31/2023 | USMV | 181,658 | $14,175 | 12/31/2023 | Intrust Bank NA | 181,170 | $14,137 | 12/31/2023 | USMV | 181,170 | $14,137 | 12/31/2023 | Armbruster Capital Management Inc. | 176,673 | $13,786 | 12/31/2023 | USMV | 176,673 | $13,786 | 12/31/2023 | Manning & Napier Group LLC | 164,214 | $13,725 | 03/31/2024 | USMV | 164,214 | $13,725 | 03/31/2024 | Lido Advisors LLC | 168,804 | $13,172 | 12/31/2023 | USMV | 168,804 | $13,172 | 12/31/2023 | Trinity Wealth Management LLC | 155,746 | $13,017 | 03/31/2024 | USMV | 155,746 | $13,017 | 03/31/2024 | Rockefeller Capital Management L.P. | 165,719 | $12,931 | 12/31/2023 | USMV | 165,719 | $12,931 | 12/31/2023 | Sage Advisory Services Ltd.Co. | 162,253 | $12,661 | 12/31/2023 | USMV | 162,253 | $12,661 | 12/31/2023 | D.A. Davidson & CO. | 162,102 | $12,649 | 12/31/2023 | USMV | 162,102 | $12,649 | 12/31/2023 | Baird Financial Group Inc. | 160,082 | $12,491 | 12/31/2023 | USMV | 160,082 | $12,491 | 12/31/2023 | Goldman Sachs Group Inc. | 159,649 | $12,457 | 12/31/2023 | USMV | 159,649 | $12,457 | 12/31/2023 | Colony Group LLC | 157,899 | $12,321 | 12/31/2023 | USMV | 157,899 | $12,321 | 12/31/2023 | Darrow Company Inc. | 156,196 | $12,188 | 12/31/2023 | USMV | 156,196 | $12,188 | 12/31/2023 | Capital Asset Advisory Services LLC | 145,356 | $11,969 | 03/31/2024 | USMV | 145,356 | $11,969 | 03/31/2024 | White Pine Investment CO | 152,434 | $11,894 | 12/31/2023 | USMV | 152,434 | $11,894 | 12/31/2023 | Axxcess Wealth Management LLC | 151,648 | $11,833 | 12/31/2023 | USMV | 151,648 | $11,833 | 12/31/2023 | Clearstead Advisors LLC | 150,257 | $11,725 | 12/31/2023 | USMV | 150,257 | $11,725 | 12/31/2023 | Clark Capital Management Group Inc. | 148,487 | $11,586 | 12/31/2023 | USMV | 148,487 | $11,586 | 12/31/2023 | Anderson Hoagland & Co. | 140,610 | $11,461 | 03/31/2024 | USMV | 140,610 | $11,461 | 03/31/2024 | Atria Investments LLC | 146,346 | $11,419 | 12/31/2023 | USMV | 146,346 | $11,419 | 12/31/2023 | Asset Management Resources LLC | 144,780 | $11,297 | 12/31/2023 | USMV | 144,780 | $11,297 | 12/31/2023 | Walled Lake Planning & Wealth Management LLC | 144,372 | $11,265 | 12/31/2023 | USMV | 144,372 | $11,265 | 12/31/2023 | Custos Family Office LLC | 143,117 | $11,167 | 12/31/2023 | USMV | 143,117 | $11,167 | 12/31/2023 | Barrett & Company Inc. | 130,374 | $10,897 | 03/31/2024 | USMV | 130,374 | $10,897 | 03/31/2024 | Meridian Wealth Advisors LLC | 139,025 | $10,848 | 12/31/2023 | USMV | 139,025 | $10,848 | 12/31/2023 | Citadel Advisors LLC | | $10,725 | 12/31/2023 | USMV | 136,241 | $10,631 | 12/31/2023 | Call | 2,200 | $172 | 12/31/2023 | Put | 1,000 | $78 | 12/31/2023 | SageView Advisory Group LLC | 132,880 | $10,694 | 12/31/2023 | USMV | 132,880 | $10,694 | 12/31/2023 | Foundations Investment Advisors LLC | 129,568 | $10,447 | 12/31/2023 | USMV | 129,568 | $10,447 | 12/31/2023 | Change Path LLC | 133,219 | $10,395 | 12/31/2023 | USMV | 133,219 | $10,395 | 12/31/2023 | Enzi Wealth | 129,643 | $10,369 | 03/31/2024 | USMV | 129,643 | $10,369 | 03/31/2024 | Principal Securities Inc. | 132,796 | $10,362 | 12/31/2023 | USMV | 132,796 | $10,362 | 12/31/2023 | Gerber Kawasaki Wealth & Investment Management | 131,962 | $10,297 | 12/31/2023 | USMV | 131,962 | $10,297 | 12/31/2023 | JB Capital LLC | 130,649 | $10,195 | 12/31/2023 | USMV | 130,649 | $10,195 | 12/31/2023 | Sowell Financial Services LLC | 130,474 | $10,181 | 12/31/2023 | USMV | 130,474 | $10,181 | 12/31/2023 | Cresset Asset Management LLC | 129,723 | $10,122 | 12/31/2023 | USMV | 129,723 | $10,122 | 12/31/2023 | Ancora Advisors LLC | 128,885 | $10,057 | 12/31/2023 | USMV | 128,885 | $10,057 | 12/31/2023 | Pacific Center for Financial Services | 127,628 | $9,959 | 12/31/2023 | USMV | 127,628 | $9,959 | 12/31/2023 | Fortune Financial Advisors LLC | 118,942 | $9,941 | 03/31/2024 | USMV | 118,942 | $9,941 | 03/31/2024 | Modus Advisors LLC | 118,749 | $9,925 | 03/31/2024 | USMV | 118,749 | $9,925 | 03/31/2024 | Garrett Wealth Advisory Group LLC | 125,807 | $9,817 | 12/31/2023 | USMV | 125,807 | $9,817 | 12/31/2023 | Spectrum Asset Management Inc. NB CA | 116,765 | $9,759 | 03/31/2024 | USMV | 116,765 | $9,759 | 03/31/2024 | Kwmg LLC | 116,174 | $9,710 | 03/31/2024 | USMV | 116,174 | $9,710 | 03/31/2024 | Capital Planning LLC | 115,202 | $9,629 | 03/31/2024 | USMV | 115,202 | $9,629 | 03/31/2024 | Park Avenue Securities LLC | 114,382 | $9,560 | 03/31/2024 | USMV | 114,382 | $9,560 | 03/31/2024 | GPS Wealth Strategies Group LLC | 121,391 | $9,472 | 12/31/2023 | USMV | 121,391 | $9,472 | 12/31/2023 | KilterHowling LLC | 117,257 | $9,422 | 12/31/2023 | USMV | 117,257 | $9,422 | 12/31/2023 | Mirae Asset Global Investments Co. Ltd. | 120,000 | $9,355 | 12/31/2023 | USMV | 120,000 | $9,355 | 12/31/2023 | EWA LLC | 115,354 | $9,269 | 12/31/2023 | USMV | 115,354 | $9,269 | 12/31/2023 | Verus Capital Partners LLC | 118,257 | $9,228 | 12/31/2023 | USMV | 118,257 | $9,228 | 12/31/2023 | InterOcean Capital Group LLC | 118,178 | $9,221 | 12/31/2023 | USMV | 118,178 | $9,221 | 12/31/2023 | Merit Financial Group LLC | 117,534 | $9,171 | 12/31/2023 | USMV | 117,534 | $9,171 | 12/31/2023 | Winthrop Capital Management LLC | 117,405 | $9,161 | 12/31/2023 | USMV | 117,405 | $9,161 | 12/31/2023 | Brickley Wealth Management | 109,457 | $9,148 | 03/31/2024 | USMV | 109,457 | $9,148 | 03/31/2024 | MONECO Advisors LLC | 108,524 | $9,070 | 03/31/2024 | USMV | 108,524 | $9,070 | 03/31/2024 | Monticello Wealth Management LLC | 108,000 | $9,027 | 03/31/2024 | USMV | 108,000 | $9,027 | 03/31/2024 | FDx Advisors Inc. | 114,260 | $8,916 | 12/31/2023 | USMV | 114,260 | $8,916 | 12/31/2023 | ADE LLC | 106,131 | $8,870 | 03/31/2024 | USMV | 106,131 | $8,870 | 03/31/2024 | Aspiriant LLC | 106,056 | $8,864 | 03/31/2024 | USMV | 106,056 | $8,864 | 03/31/2024 | Tradition Wealth Management LLC | 112,962 | $8,814 | 12/31/2023 | USMV | 112,962 | $8,814 | 12/31/2023 | Parallel Advisors LLC | 112,787 | $8,801 | 12/31/2023 | USMV | 112,787 | $8,801 | 12/31/2023 | Founders Financial Securities LLC | 105,182 | $8,791 | 03/31/2024 | USMV | 105,182 | $8,791 | 03/31/2024 | Money Concepts Capital Corp | 112,587 | $8,785 | 12/31/2023 | USMV | 112,587 | $8,785 | 12/31/2023 | Running Point Capital Advisors LLC | 111,176 | $8,675 | 12/31/2023 | USMV | 111,176 | $8,675 | 12/31/2023 | Nations Financial Group Inc. IA ADV | 103,015 | $8,610 | 03/31/2024 | USMV | 103,015 | $8,610 | 03/31/2024 | EdgeRock Capital LLC | 107,036 | $8,600 | 12/31/2023 | USMV | 107,036 | $8,600 | 12/31/2023 | First Hawaiian Bank | 102,762 | $8,589 | 03/31/2024 | USMV | 102,762 | $8,589 | 03/31/2024 | Financial Advocates Investment Management | 99,911 | $8,578 | 12/31/2023 | USMV | 99,911 | $8,578 | 12/31/2023 | Bay Rivers Group | 101,887 | $8,516 | 03/31/2024 | USMV | 101,887 | $8,516 | 03/31/2024 | MorganRosel Wealth Management LLC | 100,559 | $8,405 | 03/31/2024 | USMV | 100,559 | $8,405 | 03/31/2024 | Gladstone Institutional Advisory LLC | 104,337 | $8,141 | 12/31/2023 | USMV | 104,337 | $8,141 | 12/31/2023 | Bellwether Advisors LLC | 102,589 | $8,005 | 12/31/2023 | USMV | 102,589 | $8,005 | 12/31/2023 | Community Bank N.A. | 101,800 | $7,943 | 12/31/2023 | USMV | 101,800 | $7,943 | 12/31/2023 | Orion Portfolio Solutions LLC | 100,392 | $7,877 | 12/31/2023 | USMV | 100,392 | $7,877 | 12/31/2023 | 1832 Asset Management L.P. | 100,860 | $7,870 | 12/31/2023 | USMV | 100,860 | $7,870 | 12/31/2023 | Apollon Wealth Management LLC | 100,570 | $7,847 | 12/31/2023 | USMV | 100,570 | $7,847 | 12/31/2023 | New England Private Wealth Advisors LLC | 100,351 | $7,831 | 12/31/2023 | USMV | 100,351 | $7,831 | 12/31/2023 | Mayflower Financial Advisors LLC | 98,823 | $7,711 | 12/31/2023 | USMV | 98,823 | $7,711 | 12/31/2023 | Crestwood Advisors Group LLC | 97,932 | $7,642 | 12/31/2023 | USMV | 97,932 | $7,642 | 12/31/2023 | Franklin Resources Inc. | 97,723 | $7,625 | 12/31/2023 | USMV | 97,723 | $7,625 | 12/31/2023 | Focus Financial Network Inc. ADV | 96,757 | $7,550 | 12/31/2023 | USMV | 96,757 | $7,550 | 12/31/2023 | Family Capital Trust Co | 89,760 | $7,502 | 03/31/2024 | USMV | 89,760 | $7,502 | 03/31/2024 | Per Stirling Capital Management LLC. | 95,430 | $7,446 | 12/31/2023 | USMV | 95,430 | $7,446 | 12/31/2023 | Smart Money Group LLC | 95,417 | $7,445 | 12/31/2023 | USMV | 95,417 | $7,445 | 12/31/2023 | Susquehanna International Group LLP | | $7,357 | 12/31/2023 | USMV | 87,781 | $6,850 | 12/31/2023 | Call | 10,600 | $827 | 12/31/2023 | Put | 4,100 | $320 | 12/31/2023 | IHT Wealth Management LLC | 93,423 | $7,290 | 12/31/2023 | USMV | 93,423 | $7,290 | 12/31/2023 | Blair William & Co. IL | 93,372 | $7,286 | 12/31/2023 | USMV | 93,372 | $7,286 | 12/31/2023 | Calamos Wealth Management LLC | 92,828 | $7,243 | 12/31/2023 | USMV | 92,828 | $7,243 | 12/31/2023 | Mcmorgan & Co. LLC | 92,774 | $7,239 | 12/31/2023 | USMV | 92,774 | $7,239 | 12/31/2023 | International City Management Association Retirement Corp | 90,984 | $7,099 | 12/31/2023 | USMV | 90,984 | $7,099 | 12/31/2023 | IFG Advisory LLC | 90,524 | $7,064 | 12/31/2023 | USMV | 90,524 | $7,064 | 12/31/2023 | Van Hulzen Asset Management LLC | 88,342 | $6,893 | 12/31/2023 | USMV | 88,342 | $6,893 | 12/31/2023 | Prospera Financial Services Inc | 87,321 | $6,814 | 12/31/2023 | USMV | 87,321 | $6,814 | 12/31/2023 | Journey Strategic Wealth LLC | 87,027 | $6,791 | 12/31/2023 | USMV | 87,027 | $6,791 | 12/31/2023 | Global Assets Advisory LLC | 80,365 | $6,717 | 03/31/2024 | USMV | 80,365 | $6,717 | 03/31/2024 | Wharton Business Group LLC | 84,958 | $6,629 | 12/31/2023 | USMV | 84,958 | $6,629 | 12/31/2023 | Perigon Wealth Management LLC | 84,741 | $6,612 | 12/31/2023 | USMV | 84,741 | $6,612 | 12/31/2023 | High Net Worth Advisory Group LLC | 78,750 | $6,582 | 03/31/2024 | USMV | 78,750 | $6,582 | 03/31/2024 | Papp L Roy & Associates | 78,545 | $6,565 | 03/31/2024 | USMV | 78,545 | $6,565 | 03/31/2024 | Essex Financial Services Inc. | 78,045 | $6,523 | 03/31/2024 | USMV | 78,045 | $6,523 | 03/31/2024 | Altus Wealth Group LLC | 83,368 | $6,505 | 12/31/2023 | USMV | 83,368 | $6,505 | 12/31/2023 | Summit Global Investments | 83,350 | $6,504 | 12/31/2023 | USMV | 83,350 | $6,504 | 12/31/2023 | Snowden Capital Advisors LLC | 79,998 | $6,242 | 12/31/2023 | USMV | 79,998 | $6,242 | 12/31/2023 | Family Management Corp | 79,652 | $6,215 | 12/31/2023 | USMV | 79,652 | $6,215 | 12/31/2023 | Snider Financial Group | 79,219 | $6,181 | 12/31/2023 | USMV | 79,219 | $6,181 | 12/31/2023 | Evergreen Capital Management LLC | 79,050 | $6,168 | 12/31/2023 | USMV | 79,050 | $6,168 | 12/31/2023 | J.W. Cole Advisors Inc. | 78,403 | $6,118 | 12/31/2023 | USMV | 78,403 | $6,118 | 12/31/2023 | Sequent Asset Management LLC | 72,713 | $6,077 | 03/31/2024 | USMV | 72,713 | $6,077 | 03/31/2024 | Arkansas Financial Group Inc. | 72,359 | $6,048 | 03/31/2024 | USMV | 72,359 | $6,048 | 03/31/2024 | CFS Investment Advisory Services LLC | 76,986 | $6,007 | 12/31/2023 | USMV | 76,986 | $6,007 | 12/31/2023 | Banco Santander S.A. | 76,822 | $5,994 | 12/31/2023 | USMV | 76,822 | $5,994 | 12/31/2023 | Allred Capital Management LLC | 71,704 | $5,993 | 03/31/2024 | USMV | 71,704 | $5,993 | 03/31/2024 | Northern Trust Corp | 76,443 | $5,965 | 12/31/2023 | USMV | 76,443 | $5,965 | 12/31/2023 | Allworth Financial LP | 70,073 | $5,857 | 03/31/2024 | USMV | 70,073 | $5,857 | 03/31/2024 | Csenge Advisory Group | 74,756 | $5,833 | 12/31/2023 | USMV | 74,756 | $5,833 | 12/31/2023 | Jmac Enterprises LLC | 74,610 | $5,822 | 12/31/2023 | USMV | 74,610 | $5,822 | 12/31/2023 | Great Valley Advisor Group Inc. | 74,503 | $5,813 | 12/31/2023 | USMV | 74,503 | $5,813 | 12/31/2023 | Guerra Pan Advisors LLC | 73,192 | $5,711 | 12/31/2023 | USMV | 73,192 | $5,711 | 12/31/2023 | Prudential Financial Inc. | 72,671 | $5,671 | 12/31/2023 | USMV | 72,671 | $5,671 | 12/31/2023 | Cyndeo Wealth Partners LLC | 67,766 | $5,664 | 03/31/2024 | USMV | 67,766 | $5,664 | 03/31/2024 | Flagship Private Wealth LLC | 72,591 | $5,664 | 12/31/2023 | USMV | 72,591 | $5,664 | 12/31/2023 | Shore Point Advisors LLC | 72,085 | $5,625 | 12/31/2023 | USMV | 72,085 | $5,625 | 12/31/2023 | Moloney Securities Asset Management LLC | 72,081 | $5,624 | 12/31/2023 | USMV | 72,081 | $5,624 | 12/31/2023 | Stokes Family Office LLC | 71,615 | $5,588 | 12/31/2023 | USMV | 71,615 | $5,588 | 12/31/2023 | Financial Advisory Service Inc. | 70,811 | $5,525 | 12/31/2023 | USMV | 70,811 | $5,525 | 12/31/2023 | Investment Advisory Group LLC | 70,236 | $5,481 | 12/31/2023 | USMV | 70,236 | $5,481 | 12/31/2023 | Kathleen S. Wright Associates Inc. | 65,250 | $5,454 | 03/31/2024 | USMV | 65,250 | $5,454 | 03/31/2024 | Grayhawk Investment Strategies Inc. | 69,590 | $5,430 | 12/31/2023 | USMV | 69,590 | $5,430 | 12/31/2023 | Mather Group LLC. | 69,501 | $5,423 | 03/31/2024 | USMV | 69,501 | $5,423 | 03/31/2024 | Haverford Trust Co. | 69,284 | $5,406 | 12/31/2023 | USMV | 69,284 | $5,406 | 12/31/2023 | Santori & Peters Inc. | 64,496 | $5,391 | 03/31/2024 | USMV | 64,496 | $5,391 | 03/31/2024 | ETF Store Inc. | 69,094 | $5,391 | 12/31/2023 | USMV | 69,094 | $5,391 | 12/31/2023 | EP Wealth Advisors LLC | 68,960 | $5,381 | 12/31/2023 | USMV | 68,960 | $5,381 | 12/31/2023 | Berkshire Bank | 64,258 | $5,371 | 03/31/2024 | USMV | 64,258 | $5,371 | 03/31/2024 | Sigma Planning Corp | 68,405 | $5,338 | 12/31/2023 | USMV | 68,405 | $5,338 | 12/31/2023 | Icon Wealth Advisors LLC | 68,392 | $5,337 | 12/31/2023 | USMV | 68,392 | $5,337 | 12/31/2023 | Able Wealth Management LLC | 68,273 | $5,327 | 12/31/2023 | USMV | 68,273 | $5,327 | 12/31/2023 | Jane Street Group LLC | 67,976 | $5,304 | 12/31/2023 | USMV | 67,976 | $5,304 | 12/31/2023 | Apexium Financial LP | 62,853 | $5,253 | 03/31/2024 | USMV | 62,853 | $5,253 | 03/31/2024 | Financial Life Advisors | 62,627 | $5,234 | 03/31/2024 | USMV | 62,627 | $5,234 | 03/31/2024 | Cambridge Associates LLC MA ADV | 65,881 | $5,131 | 12/31/2023 | USMV | 65,881 | $5,131 | 12/31/2023 | Petix & Botte Co | 65,423 | $5,105 | 12/31/2023 | USMV | 65,423 | $5,105 | 12/31/2023 | Cardinal Strategic Wealth Guidance | 60,451 | $5,052 | 03/31/2024 | USMV | 60,451 | $5,052 | 03/31/2024 | RHS Financial LLC | 60,401 | $5,048 | 03/31/2024 | USMV | 60,401 | $5,048 | 03/31/2024 | Monterey Private Wealth Inc. | 60,028 | $5,017 | 03/31/2024 | USMV | 60,028 | $5,017 | 03/31/2024 | Ronald Blue Trust Inc. | 68,991 | $4,994 | 12/31/2023 | USMV | 68,991 | $4,994 | 12/31/2023 | Mascoma Wealth Management LLC | 63,975 | $4,992 | 12/31/2023 | USMV | 63,975 | $4,992 | 12/31/2023 | Mutual Advisors LLC | 63,849 | $4,982 | 12/31/2023 | USMV | 63,849 | $4,982 | 12/31/2023 | AlphaCore Capital LLC | 62,870 | $4,906 | 12/31/2023 | USMV | 62,870 | $4,906 | 12/31/2023 | Townsquare Capital LLC | 62,855 | $4,905 | 12/31/2023 | USMV | 62,855 | $4,905 | 12/31/2023 | Macquarie Group Ltd. | 62,588 | $4,884 | 12/31/2023 | USMV | 62,588 | $4,884 | 12/31/2023 | Camden National Bank | 61,741 | $4,818 | 12/31/2023 | USMV | 61,741 | $4,818 | 12/31/2023 | Apollon Financial LLC | 60,539 | $4,724 | 12/31/2023 | USMV | 60,539 | $4,724 | 12/31/2023 | Mandatum Life Insurance Co Ltd | 60,455 | $4,717 | 12/31/2023 | USMV | 60,455 | $4,717 | 12/31/2023 | Tyler Stone Wealth Management | 60,389 | $4,712 | 12/31/2023 | USMV | 60,389 | $4,712 | 12/31/2023 | Opus Investment Management Inc. | 60,278 | $4,703 | 12/31/2023 | USMV | 60,278 | $4,703 | 12/31/2023 | CI Private Wealth LLC | 60,068 | $4,687 | 12/31/2023 | USMV | 60,068 | $4,687 | 12/31/2023 | Spire Wealth Management | 54,557 | $4,560 | 03/31/2024 | USMV | 54,557 | $4,560 | 03/31/2024 | Tacita Capital Inc | 58,183 | $4,540 | 12/31/2023 | USMV | 58,183 | $4,540 | 12/31/2023 | Bowman & Co S.C. | 54,264 | $4,536 | 03/31/2024 | USMV | 54,264 | $4,536 | 03/31/2024 | Tower Research Capital LLC TRC | 58,107 | $4,534 | 12/31/2023 | USMV | 58,107 | $4,534 | 12/31/2023 | Gries Financial LLC | 57,941 | $4,521 | 12/31/2023 | USMV | 57,941 | $4,521 | 12/31/2023 | First Citizens Bank & Trust Co. | 53,964 | $4,510 | 03/31/2024 | USMV | 53,964 | $4,510 | 03/31/2024 | Kennedy Investment Group | 53,749 | $4,492 | 03/31/2024 | USMV | 53,749 | $4,492 | 03/31/2024 | Dfpg Investments LLC | 57,462 | $4,491 | 12/31/2023 | USMV | 57,462 | $4,491 | 12/31/2023 | Round Rock Advisors LLC | 53,721 | $4,490 | 03/31/2024 | USMV | 53,721 | $4,490 | 03/31/2024 | HHM Wealth Advisors LLC | 56,645 | $4,420 | 12/31/2023 | USMV | 56,645 | $4,420 | 12/31/2023 | Windham Capital Management LLC | 56,494 | $4,408 | 12/31/2023 | USMV | 56,494 | $4,408 | 12/31/2023 | John W. Brooker & Co. CPAs | 52,432 | $4,382 | 03/31/2024 | USMV | 52,432 | $4,382 | 03/31/2024 | National Asset Management Inc. | 55,978 | $4,368 | 12/31/2023 | USMV | 55,978 | $4,368 | 12/31/2023 | Tompkins Financial Corp | 51,955 | $4,342 | 03/31/2024 | USMV | 51,955 | $4,342 | 03/31/2024 | Hoese & Co LLP | 53,306 | $4,338 | 03/31/2024 | USMV | 53,306 | $4,338 | 03/31/2024 | Fiduciary Trust Co. | 55,484 | $4,329 | 12/31/2023 | USMV | 55,484 | $4,329 | 12/31/2023 | Regal Wealth Group Inc. | 55,313 | $4,314 | 12/31/2023 | USMV | 55,313 | $4,314 | 12/31/2023 | CFM Wealth Partners LLC | 51,404 | $4,296 | 03/31/2024 | USMV | 51,404 | $4,296 | 03/31/2024 | McNaughton Wealth Management LLC | 50,554 | $4,225 | 03/31/2024 | USMV | 50,554 | $4,225 | 03/31/2024 | Montecito Bank & Trust | 50,340 | $4,207 | 03/31/2024 | USMV | 50,340 | $4,207 | 03/31/2024 | Modern Wealth Management LLC | 53,911 | $4,207 | 12/31/2023 | USMV | 53,911 | $4,207 | 12/31/2023 | Kingswood Wealth Advisors LLC | 50,196 | $4,195 | 03/31/2024 | USMV | 50,196 | $4,195 | 03/31/2024 | Millennium Management LLC | 52,347 | $4,085 | 12/31/2023 | USMV | 52,347 | $4,085 | 12/31/2023 | Advisory Services Network LLC | 52,309 | $4,082 | 12/31/2023 | USMV | 52,309 | $4,082 | 12/31/2023 | Regal Investment Advisors LLC | 52,141 | $4,069 | 12/31/2023 | USMV | 52,141 | $4,069 | 12/31/2023 | Balentine LLC | 52,121 | $4,067 | 12/31/2023 | USMV | 52,121 | $4,067 | 12/31/2023 | Smith Moore & CO. | 52,031 | $4,060 | 12/31/2023 | USMV | 52,031 | $4,060 | 12/31/2023 | Acorn Wealth Advisors LLC | 51,941 | $4,053 | 12/31/2023 | USMV | 51,941 | $4,053 | 12/31/2023 | Cordatus Wealth Management LLC | 51,927 | $4,052 | 12/31/2023 | USMV | 51,927 | $4,052 | 12/31/2023 | Flagship Harbor Advisors LLC | 48,322 | $4,039 | 03/31/2024 | USMV | 48,322 | $4,039 | 03/31/2024 | Cozad Asset Management Inc. | 51,715 | $4,035 | 12/31/2023 | USMV | 51,715 | $4,035 | 12/31/2023 | Proequities Inc. | 51,143 | $3,991 | 12/31/2023 | USMV | 51,143 | $3,991 | 12/31/2023 | Pensionmark Financial Group LLC | 50,557 | $3,945 | 12/31/2023 | USMV | 50,557 | $3,945 | 12/31/2023 | Ethos Financial Group LLC | 50,210 | $3,918 | 12/31/2023 | USMV | 50,210 | $3,918 | 12/31/2023 | Legacy Private Trust Co. | 46,656 | $3,900 | 03/31/2024 | USMV | 46,656 | $3,900 | 03/31/2024 | Milestone Investment Advisors LLC | 49,718 | $3,879 | 12/31/2023 | USMV | 49,718 | $3,879 | 12/31/2023 | Gateway Wealth Partners LLC | 49,601 | $3,870 | 12/31/2023 | USMV | 49,601 | $3,870 | 12/31/2023 | Capital Analysts LLC | 49,378 | $3,853 | 12/31/2023 | USMV | 49,378 | $3,853 | 12/31/2023 | BCM Advisors LLC | 46,902 | $3,815 | 03/31/2024 | USMV | 46,902 | $3,815 | 03/31/2024 | First Heartland Consultants Inc. | 48,743 | $3,803 | 12/31/2023 | USMV | 48,743 | $3,803 | 12/31/2023 | Mechanics Bank Trust Department | 45,115 | $3,771 | 03/31/2024 | USMV | 45,115 | $3,771 | 03/31/2024 | Ameritas Advisory Services LLC | 46,999 | $3,738 | 12/31/2023 | USMV | 46,999 | $3,738 | 12/31/2023 | Keebeck Wealth Management LLC | 47,732 | $3,724 | 12/31/2023 | USMV | 47,732 | $3,724 | 12/31/2023 | Daiwa Securities Group Inc. | 47,620 | $3,716 | 12/31/2023 | USMV | 47,620 | $3,716 | 12/31/2023 | Western Wealth Management LLC | 47,419 | $3,700 | 12/31/2023 | USMV | 47,419 | $3,700 | 12/31/2023 | Retireful LLC | 44,209 | $3,695 | 03/31/2024 | USMV | 44,209 | $3,695 | 03/31/2024 | Commerce Bank | 47,245 | $3,687 | 12/31/2023 | USMV | 47,245 | $3,687 | 12/31/2023 | Qube Research & Technologies Ltd | 46,789 | $3,651 | 12/31/2023 | USMV | 46,789 | $3,651 | 12/31/2023 | Investment Partners LTD. | 43,016 | $3,595 | 03/31/2024 | USMV | 43,016 | $3,595 | 03/31/2024 | WealthBridge Capital Management LLC | 45,920 | $3,583 | 12/31/2023 | USMV | 45,920 | $3,583 | 12/31/2023 | One Wealth Advisors LLC | 42,423 | $3,546 | 03/31/2024 | USMV | 42,423 | $3,546 | 03/31/2024 | Forum Private Client Group LLC | 45,180 | $3,525 | 12/31/2023 | USMV | 45,180 | $3,525 | 12/31/2023 | West Wealth Group LLC | 45,095 | $3,519 | 12/31/2023 | USMV | 45,095 | $3,519 | 12/31/2023 | CX Institutional | 42,055 | $3,515 | 03/31/2024 | USMV | 42,055 | $3,515 | 03/31/2024 | Cora Capital Advisors LLC | 41,738 | $3,488 | 03/31/2024 | USMV | 41,738 | $3,488 | 03/31/2024 | Focus Financial Network Inc. | 43,517 | $3,481 | 03/31/2024 | USMV | 43,517 | $3,481 | 03/31/2024 | Moran Wealth Management LLC | 44,338 | $3,460 | 12/31/2023 | USMV | 44,338 | $3,460 | 12/31/2023 | GFG Capital LLC | 43,895 | $3,425 | 12/31/2023 | USMV | 43,895 | $3,425 | 12/31/2023 | Brown Wealth Management LLC | 43,548 | $3,398 | 12/31/2023 | USMV | 43,548 | $3,398 | 12/31/2023 | KM Capital Management Ltd. | 42,981 | $3,354 | 12/31/2023 | USMV | 42,981 | $3,354 | 12/31/2023 | Muirfield Wealth Advisors LLC | 40,061 | $3,348 | 03/31/2024 | USMV | 40,061 | $3,348 | 03/31/2024 | PFG Investments LLC | 39,900 | $3,335 | 03/31/2024 | USMV | 39,900 | $3,335 | 03/31/2024 | Empire Life Investments Inc. | 42,708 | $3,333 | 12/31/2023 | USMV | 42,708 | $3,333 | 12/31/2023 | Arrowroot Family Office LLC | 42,425 | $3,310 | 12/31/2023 | USMV | 42,425 | $3,310 | 12/31/2023 | Brandywine Oak Private Wealth LLC | 42,333 | $3,303 | 12/31/2023 | USMV | 42,333 | $3,303 | 12/31/2023 | Global Retirement Partners LLC | 39,078 | $3,266 | 03/31/2024 | USMV | 39,078 | $3,266 | 03/31/2024 | Houlihan Financial Resource Group Ltd. | 41,522 | $3,240 | 12/31/2023 | USMV | 41,522 | $3,240 | 12/31/2023 | Highview Capital Management LLC DE | 41,396 | $3,230 | 12/31/2023 | USMV | 41,396 | $3,230 | 12/31/2023 | Laidlaw Wealth Management LLC | 40,828 | $3,186 | 12/31/2023 | USMV | 40,828 | $3,186 | 12/31/2023 | Sax Wealth Advisors LLC | 40,743 | $3,179 | 12/31/2023 | USMV | 40,743 | $3,179 | 12/31/2023 | Garrett Investment Advisors LLC | 37,945 | $3,171 | 03/31/2024 | USMV | 37,945 | $3,171 | 03/31/2024 | Syverson Strege & Co | 40,499 | $3,160 | 12/31/2023 | USMV | 40,499 | $3,160 | 12/31/2023 | Detalus Advisors LLC | 37,754 | $3,155 | 03/31/2024 | USMV | 37,754 | $3,155 | 03/31/2024 | Strategic Point Investment Advisors LLC | 40,274 | $3,143 | 12/31/2023 | USMV | 40,274 | $3,143 | 12/31/2023 | Confluence Wealth Services Inc. | 37,547 | $3,138 | 03/31/2024 | USMV | 37,547 | $3,138 | 03/31/2024 | PSI Advisors LLC | 37,197 | $3,109 | 03/31/2024 | USMV | 37,197 | $3,109 | 03/31/2024 | Graham Capital Wealth Management LLC | 37,083 | $3,108 | 03/31/2024 | USMV | 37,083 | $3,108 | 03/31/2024 | Ellis Investment Partners LLC | 37,114 | $3,102 | 03/31/2024 | USMV | 37,114 | $3,102 | 03/31/2024 | Level Four Advisory Services LLC | 39,522 | $3,084 | 12/31/2023 | USMV | 39,522 | $3,084 | 12/31/2023 | Wealth Management Partners LLC | 36,825 | $3,078 | 03/31/2024 | USMV | 36,825 | $3,078 | 03/31/2024 | Liberty Wealth Management LLC | 39,421 | $3,077 | 12/31/2023 | USMV | 39,421 | $3,077 | 12/31/2023 | Prime Capital Investment Advisors LLC | 39,384 | $3,073 | 12/31/2023 | USMV | 39,384 | $3,073 | 12/31/2023 | Weaver Consulting Group | 36,702 | $3,068 | 03/31/2024 | USMV | 36,702 | $3,068 | 03/31/2024 | Foster Group Inc. | 36,476 | $3,049 | 03/31/2024 | USMV | 36,476 | $3,049 | 03/31/2024 | Pallas Capital Advisors LLC | 35,923 | $3,002 | 03/31/2024 | USMV | 35,923 | $3,002 | 03/31/2024 | Defined Wealth Management LLC | 35,765 | $2,989 | 03/31/2024 | USMV | 35,765 | $2,989 | 03/31/2024 | Cedar Brook Financial Partners LLC | 35,705 | $2,984 | 03/31/2024 | USMV | 35,705 | $2,984 | 03/31/2024 | GeoWealth Management LLC | 38,012 | $2,966 | 12/31/2023 | USMV | 38,012 | $2,966 | 12/31/2023 | IFP Advisors Inc | 37,826 | $2,951 | 12/31/2023 | USMV | 37,826 | $2,951 | 12/31/2023 | SRS Capital Advisors Inc. | 37,805 | $2,950 | 12/31/2023 | USMV | 37,805 | $2,950 | 12/31/2023 | ORG Partners LLC | 37,705 | $2,943 | 12/31/2023 | USMV | 37,705 | $2,943 | 12/31/2023 | Emerald Advisors LLC | 35,149 | $2,938 | 03/31/2024 | USMV | 35,149 | $2,938 | 03/31/2024 | Stonebrook Private Inc. | 37,292 | $2,910 | 12/31/2023 | USMV | 37,292 | $2,910 | 12/31/2023 | Concurrent Investment Advisors LLC | 37,230 | $2,905 | 12/31/2023 | USMV | 37,230 | $2,905 | 12/31/2023 | Hibernia Wealth Partners LLC | 36,833 | $2,874 | 12/31/2023 | USMV | 36,833 | $2,874 | 12/31/2023 | Lincoln National Corp | 36,785 | $2,870 | 12/31/2023 | USMV | 36,785 | $2,870 | 12/31/2023 | Security Financial Services INC. | 34,225 | $2,861 | 03/31/2024 | USMV | 34,225 | $2,861 | 03/31/2024 | Aries Wealth Management | 36,633 | $2,858 | 12/31/2023 | USMV | 36,633 | $2,858 | 12/31/2023 | Harbour Investments Inc. | 36,484 | $2,847 | 12/31/2023 | USMV | 36,484 | $2,847 | 12/31/2023 | Miracle Mile Advisors LLC | 33,829 | $2,827 | 03/31/2024 | USMV | 33,829 | $2,827 | 03/31/2024 | Marino Stram & Associates LLC | 33,522 | $2,802 | 03/31/2024 | USMV | 33,522 | $2,802 | 03/31/2024 | Farther Finance Advisors LLC | 35,913 | $2,802 | 12/31/2023 | USMV | 35,913 | $2,802 | 12/31/2023 | Yeomans Consulting Group Inc. | 35,912 | $2,802 | 12/31/2023 | USMV | 35,912 | $2,802 | 12/31/2023 | Robertson Stephens Wealth Management LLC | 35,893 | $2,801 | 12/31/2023 | USMV | 35,893 | $2,801 | 12/31/2023 | Cynosure Management LLC | 35,877 | $2,799 | 12/31/2023 | USMV | 35,877 | $2,799 | 12/31/2023 | Keystone Financial Group | 35,577 | $2,776 | 12/31/2023 | USMV | 35,577 | $2,776 | 12/31/2023 | Lodestar Private Asset Management LLC | 32,996 | $2,758 | 03/31/2024 | USMV | 32,996 | $2,758 | 03/31/2024 | Hobbs Group Advisors LLC | 35,327 | $2,757 | 12/31/2023 | USMV | 35,327 | $2,757 | 12/31/2023 | Strategic Blueprint LLC | 32,851 | $2,746 | 03/31/2024 | USMV | 32,851 | $2,746 | 03/31/2024 | Nwam LLC | 34,781 | $2,714 | 12/31/2023 | USMV | 34,781 | $2,714 | 12/31/2023 | Curtis Advisory Group LLC | 34,786 | $2,714 | 12/31/2023 | USMV | 34,786 | $2,714 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 34,567 | $2,697 | 12/31/2023 | USMV | 34,567 | $2,697 | 12/31/2023 | Hilltop Holdings Inc. | 34,320 | $2,678 | 12/31/2023 | USMV | 34,320 | $2,678 | 12/31/2023 | Ascent Group LLC | 33,215 | $2,667 | 12/31/2023 | USMV | 33,215 | $2,667 | 12/31/2023 | Tanglewood Legacy Advisors LLC | 31,889 | $2,665 | 03/31/2024 | USMV | 31,889 | $2,665 | 03/31/2024 | Visionary Wealth Advisors | 33,590 | $2,621 | 12/31/2023 | USMV | 33,590 | $2,621 | 12/31/2023 | International Assets Investment Management LLC | 31,191 | $2,598 | 03/31/2024 | USMV | 31,191 | $2,598 | 03/31/2024 | Spectrum Wealth Counsel LLC | 33,268 | $2,596 | 12/31/2023 | USMV | 33,268 | $2,596 | 12/31/2023 | Signaturefd LLC | 33,221 | $2,592 | 12/31/2023 | USMV | 33,221 | $2,592 | 12/31/2023 | Partners Capital Investment Group LLP | 32,861 | $2,564 | 12/31/2023 | USMV | 32,861 | $2,564 | 12/31/2023 | Resource Planning Group | 32,394 | $2,528 | 12/31/2023 | USMV | 32,394 | $2,528 | 12/31/2023 | Buttonwood Financial Group LLC | 30,209 | $2,525 | 03/31/2024 | USMV | 30,209 | $2,525 | 03/31/2024 | Bank of Montreal Can | 32,173 | $2,511 | 12/31/2023 | USMV | 32,173 | $2,511 | 12/31/2023 | WCG Wealth Advisors LLC | 32,011 | $2,498 | 12/31/2023 | USMV | 32,011 | $2,498 | 12/31/2023 | Teilinger Capital Ltd. | 32,000 | $2,497 | 12/31/2023 | USMV | 32,000 | $2,497 | 12/31/2023 | Maia Wealth LLC | 31,772 | $2,479 | 12/31/2023 | USMV | 31,772 | $2,479 | 12/31/2023 | We Are One Seven LLC | 31,491 | $2,457 | 12/31/2023 | USMV | 31,491 | $2,457 | 12/31/2023 | UMB Bank N A MO | 31,420 | $2,452 | 12/31/2023 | USMV | 31,420 | $2,452 | 12/31/2023 | 180 Wealth Advisors LLC | 29,272 | $2,447 | 03/31/2024 | USMV | 29,272 | $2,447 | 03/31/2024 | Trustmark National Bank Trust Department | 31,295 | $2,442 | 12/31/2023 | USMV | 31,295 | $2,442 | 12/31/2023 | Patriot Investment Management Inc. | 28,996 | $2,424 | 03/31/2024 | USMV | 28,996 | $2,424 | 03/31/2024 | Wescott Financial Advisory Group LLC | 31,058 | $2,423 | 12/31/2023 | USMV | 31,058 | $2,423 | 12/31/2023 | High Falls Advisors Inc | 31,008 | $2,420 | 12/31/2023 | USMV | 31,008 | $2,420 | 12/31/2023 | Diversified LLC | 30,995 | $2,419 | 12/31/2023 | USMV | 30,995 | $2,419 | 12/31/2023 | Sugarloaf Wealth Management LLC | 28,918 | $2,417 | 03/31/2024 | USMV | 28,918 | $2,417 | 03/31/2024 | Summit Trail Advisors LLC | 28,793 | $2,407 | 03/31/2024 | USMV | 28,793 | $2,407 | 03/31/2024 | Ballew Advisors Inc | 29,522 | $2,406 | 03/31/2024 | USMV | 29,522 | $2,406 | 03/31/2024 | Atlas Private Wealth Advisors | 30,798 | $2,403 | 12/31/2023 | USMV | 30,798 | $2,403 | 12/31/2023 | Carr Financial Group Corp | 28,711 | $2,400 | 03/31/2024 | USMV | 28,711 | $2,400 | 03/31/2024 | Buckingham Strategic Wealth LLC | 30,629 | $2,390 | 12/31/2023 | USMV | 30,629 | $2,390 | 12/31/2023 | Bernardo Wealth Planning LLC | 30,600 | $2,388 | 12/31/2023 | USMV | 30,600 | $2,388 | 12/31/2023 | Kingsview Wealth Management LLC | 30,558 | $2,384 | 12/31/2023 | USMV | 30,558 | $2,384 | 12/31/2023 | Capital Investment Advisory Services LLC | 28,487 | $2,381 | 03/31/2024 | USMV | 28,487 | $2,381 | 03/31/2024 | Johnson Financial Group Inc. | 30,432 | $2,375 | 12/31/2023 | USMV | 30,432 | $2,375 | 12/31/2023 | Safeguard Investment Advisory Group LLC | 30,147 | $2,352 | 12/31/2023 | USMV | 30,147 | $2,352 | 12/31/2023 | Bell Investment Advisors Inc | 30,100 | $2,349 | 12/31/2023 | USMV | 30,100 | $2,349 | 12/31/2023 | Atomi Financial Group Inc. | 29,928 | $2,335 | 12/31/2023 | USMV | 29,928 | $2,335 | 12/31/2023 | ACT Advisors LLC. | 27,718 | $2,317 | 03/31/2024 | USMV | 27,718 | $2,317 | 03/31/2024 | CoreCap Advisors LLC | 29,652 | $2,314 | 12/31/2023 | USMV | 29,652 | $2,314 | 12/31/2023 | Summit Investment Advisory Services LLC | 26,900 | $2,248 | 03/31/2024 | USMV | 26,900 | $2,248 | 03/31/2024 | Cypress Wealth Services LLC | 26,791 | $2,239 | 03/31/2024 | USMV | 26,791 | $2,239 | 03/31/2024 | Friedenthal Financial | 26,540 | $2,218 | 03/31/2024 | USMV | 26,540 | $2,218 | 03/31/2024 | Ergawealth Advisors Inc. | 28,281 | $2,207 | 12/31/2023 | USMV | 28,281 | $2,207 | 12/31/2023 | National Bank of Canada FI | 28,124 | $2,201 | 12/31/2023 | USMV | 28,124 | $2,201 | 12/31/2023 | Mosaic Family Wealth Partners LLC | 27,970 | $2,182 | 12/31/2023 | USMV | 27,970 | $2,182 | 12/31/2023 | JMG Financial Group Ltd. | 27,560 | $2,151 | 12/31/2023 | USMV | 27,560 | $2,151 | 12/31/2023 | Sweet Financial Partners LLC | 25,568 | $2,137 | 03/31/2024 | USMV | 25,568 | $2,137 | 03/31/2024 | Tolleson Wealth Management Inc. | 27,299 | $2,130 | 12/31/2023 | USMV | 27,299 | $2,130 | 12/31/2023 | Wealth Alliance | 27,293 | $2,130 | 12/31/2023 | USMV | 27,293 | $2,130 | 12/31/2023 | Levy Wealth Management Group LLC | 27,086 | $2,114 | 03/31/2024 | USMV | 27,086 | $2,114 | 03/31/2024 | Centurion Wealth Management LLC | 27,027 | $2,109 | 12/31/2023 | USMV | 27,027 | $2,109 | 12/31/2023 | MGB Wealth Management LLC | 27,032 | $2,109 | 12/31/2023 | USMV | 27,032 | $2,109 | 12/31/2023 | Greenland Capital Management LP | 26,900 | $2,099 | 12/31/2023 | USMV | 26,900 | $2,099 | 12/31/2023 | Advocacy Wealth Management Services LLC | 24,807 | $2,073 | 03/31/2024 | USMV | 24,807 | $2,073 | 03/31/2024 | WT Wealth Management | 26,285 | $2,051 | 12/31/2023 | USMV | 26,285 | $2,051 | 12/31/2023 | Saxon Interests Inc. | 24,531 | $2,050 | 03/31/2024 | USMV | 24,531 | $2,050 | 03/31/2024 | Mount Yale Investment Advisors LLC | 26,144 | $2,040 | 12/31/2023 | USMV | 26,144 | $2,040 | 12/31/2023 | Roof Eidam & Maycock ADV | 26,095 | $2,036 | 12/31/2023 | USMV | 26,095 | $2,036 | 12/31/2023 | Day & Ennis LLC | 26,026 | $2,031 | 12/31/2023 | USMV | 26,026 | $2,031 | 12/31/2023 | Shepherd Financial Partners LLC | 24,100 | $2,014 | 03/31/2024 | USMV | 24,100 | $2,014 | 03/31/2024 | Strategic Family Wealth Counselors L.L.C. | 25,611 | $1,998 | 12/31/2023 | USMV | 25,611 | $1,998 | 12/31/2023 | Diversified Trust Co | 23,785 | $1,988 | 03/31/2024 | USMV | 23,785 | $1,988 | 03/31/2024 | Hilltop Partners LLC | 25,428 | $1,984 | 12/31/2023 | USMV | 25,428 | $1,984 | 12/31/2023 | Arcus Capital Partners LLC | 23,691 | $1,980 | 03/31/2024 | USMV | 23,691 | $1,980 | 03/31/2024 | Beacon Financial Group | 25,325 | $1,976 | 12/31/2023 | USMV | 25,325 | $1,976 | 12/31/2023 | Atlas Private Wealth Management | 23,446 | $1,960 | 03/31/2024 | USMV | 23,446 | $1,960 | 03/31/2024 | TSA Wealth Managment LLC | 25,100 | $1,959 | 12/31/2023 | USMV | 25,100 | $1,959 | 12/31/2023 | EQ LLC | 25,094 | $1,958 | 12/31/2023 | USMV | 25,094 | $1,958 | 12/31/2023 | Magnolia Capital Advisors LLC | 24,043 | $1,935 | 12/31/2023 | USMV | 24,043 | $1,935 | 12/31/2023 | TBH Global Asset Management LLC | 24,739 | $1,930 | 12/31/2023 | USMV | 24,739 | $1,930 | 12/31/2023 | Marshall Wace LLP | 24,500 | $1,912 | 12/31/2023 | USMV | 24,500 | $1,912 | 12/31/2023 | VERITY Wealth Advisors | 22,733 | $1,900 | 03/31/2024 | USMV | 22,733 | $1,900 | 03/31/2024 | Archford Capital Strategies LLC | 22,716 | $1,899 | 03/31/2024 | USMV | 22,716 | $1,899 | 03/31/2024 | Fortis Group Advisors LLC | 25,178 | $1,845 | 12/31/2023 | USMV | 25,178 | $1,845 | 12/31/2023 | Iron Financial LLC | 21,890 | $1,830 | 03/31/2024 | USMV | 21,890 | $1,830 | 03/31/2024 | Signet Financial Management LLC | 21,878 | $1,829 | 03/31/2024 | USMV | 21,878 | $1,829 | 03/31/2024 | Dohj LLC | 21,809 | $1,823 | 03/31/2024 | USMV | 21,809 | $1,823 | 03/31/2024 | Aurum Wealth Management Group LLC | 21,801 | $1,822 | 03/31/2024 | USMV | 21,801 | $1,822 | 03/31/2024 | BKD Wealth Advisors LLC | 21,790 | $1,821 | 03/31/2024 | USMV | 21,790 | $1,821 | 03/31/2024 | Keystone Financial Services | 23,033 | $1,797 | 12/31/2023 | USMV | 23,033 | $1,797 | 12/31/2023 | Consolidated Planning Corp | 22,744 | $1,775 | 12/31/2023 | USMV | 22,744 | $1,775 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 22,575 | $1,762 | 12/31/2023 | USMV | 22,575 | $1,762 | 12/31/2023 | Shufro Rose & Co. LLC | 24,039 | $1,740 | 12/31/2023 | USMV | 24,039 | $1,740 | 12/31/2023 | Transcend Wealth Collective LLC | 22,144 | $1,728 | 12/31/2023 | USMV | 22,144 | $1,728 | 12/31/2023 | Scissortail Wealth Management LLC | 21,524 | $1,726 | 12/31/2023 | USMV | 21,524 | $1,726 | 12/31/2023 | Wetzel Investment Advisors Inc. | 21,460 | $1,717 | 03/31/2024 | USMV | 21,460 | $1,717 | 03/31/2024 | Vanguard Group Inc. | 21,957 | $1,713 | 12/31/2023 | USMV | 21,957 | $1,713 | 12/31/2023 | Stephens Inc. AR | 21,640 | $1,689 | 12/31/2023 | USMV | 21,640 | $1,689 | 12/31/2023 | Kaydan Wealth Management Inc. | 20,020 | $1,673 | 03/31/2024 | USMV | 20,020 | $1,673 | 03/31/2024 | PCA Investment Advisory Services Inc. | 21,412 | $1,671 | 12/31/2023 | USMV | 21,412 | $1,671 | 12/31/2023 | Client 1ST Advisory Group LLC | 21,364 | $1,667 | 12/31/2023 | USMV | 21,364 | $1,667 | 12/31/2023 | Brown Advisory Inc. | 19,737 | $1,650 | 03/31/2024 | USMV | 19,737 | $1,650 | 03/31/2024 | Private Trust Co. NA | 19,691 | $1,646 | 03/31/2024 | USMV | 19,691 | $1,646 | 03/31/2024 | Fort Point Capital Partners LLC | 20,954 | $1,635 | 12/31/2023 | USMV | 20,954 | $1,635 | 12/31/2023 | Park Place Capital Corp | 19,520 | $1,631 | 03/31/2024 | USMV | 19,520 | $1,631 | 03/31/2024 | Absolute Capital Management LLC | 20,900 | $1,631 | 12/31/2023 | USMV | 20,900 | $1,631 | 12/31/2023 | Creekmur Asset Management LLC | 20,908 | $1,631 | 12/31/2023 | USMV | 20,908 | $1,631 | 12/31/2023 | Forthright Family Wealth Advisory LLC | 20,844 | $1,626 | 12/31/2023 | USMV | 20,844 | $1,626 | 12/31/2023 | Signal Advisors Wealth LLC | 19,367 | $1,619 | 03/31/2024 | USMV | 19,367 | $1,619 | 03/31/2024 | WealthShield Partners LLC | 20,680 | $1,614 | 12/31/2023 | USMV | 20,680 | $1,614 | 12/31/2023 | CIBC Private Wealth Group LLC | 20,518 | $1,601 | 12/31/2023 | USMV | 20,518 | $1,601 | 12/31/2023 | Certus Wealth Management LLC | 20,440 | $1,595 | 12/31/2023 | USMV | 20,440 | $1,595 | 12/31/2023 | Almanack Investment Partners LLC. | 20,414 | $1,593 | 12/31/2023 | USMV | 20,414 | $1,593 | 12/31/2023 | Golden State Equity Partners | 20,183 | $1,575 | 12/31/2023 | USMV | 20,183 | $1,575 | 12/31/2023 | Centaurus Financial Inc. | 19,900 | $1,553 | 12/31/2023 | USMV | 19,900 | $1,553 | 12/31/2023 | PFG Advisors | 19,829 | $1,547 | 12/31/2023 | USMV | 19,829 | $1,547 | 12/31/2023 | Andina Capital Management LLC | 18,503 | $1,546 | 03/31/2024 | USMV | 18,503 | $1,546 | 03/31/2024 | Endowment Wealth Management Inc. | 19,808 | $1,546 | 12/31/2023 | USMV | 19,808 | $1,546 | 12/31/2023 | HB Wealth Management LLC | 19,795 | $1,545 | 12/31/2023 | USMV | 19,795 | $1,545 | 12/31/2023 | Berger Financial Group Inc | 18,294 | $1,529 | 03/31/2024 | USMV | 18,294 | $1,529 | 03/31/2024 | Black Diamond Financial LLC | 19,473 | $1,519 | 12/31/2023 | USMV | 19,473 | $1,519 | 12/31/2023 | ShoreHaven Wealth Partners LLC | 19,426 | $1,516 | 12/31/2023 | USMV | 19,426 | $1,516 | 12/31/2023 | Capital Market Strategies LLC | 18,116 | $1,514 | 03/31/2024 | USMV | 18,116 | $1,514 | 03/31/2024 | Manchester Capital Management LLC | 19,400 | $1,514 | 12/31/2023 | USMV | 19,400 | $1,514 | 12/31/2023 | BCGM Wealth Management LLC | 18,992 | $1,482 | 12/31/2023 | USMV | 18,992 | $1,482 | 12/31/2023 | Wellington Wealth Strategies LLC. | 18,968 | $1,480 | 12/31/2023 | USMV | 18,968 | $1,480 | 12/31/2023 | Sapient Capital LLC | 17,586 | $1,470 | 03/31/2024 | USMV | 17,586 | $1,470 | 03/31/2024 | Beacon Financial Advisory LLC | 18,703 | $1,459 | 12/31/2023 | USMV | 18,703 | $1,459 | 12/31/2023 | Roman Butler Fullerton & Co. | 18,116 | $1,449 | 12/31/2023 | USMV | 18,116 | $1,449 | 12/31/2023 | Strategy Asset Managers LLC | 17,267 | $1,443 | 03/31/2024 | USMV | 17,267 | $1,443 | 03/31/2024 | Comprehensive Financial Consultants Institutional Inc. | 18,427 | $1,438 | 12/31/2023 | USMV | 18,427 | $1,438 | 12/31/2023 | Huntington National Bank | 18,408 | $1,436 | 12/31/2023 | USMV | 18,408 | $1,436 | 12/31/2023 | Sachetta LLC | 18,394 | $1,435 | 12/31/2023 | USMV | 18,394 | $1,435 | 12/31/2023 | My Legacy Advisors LLC | 18,286 | $1,434 | 12/31/2023 | USMV | 18,286 | $1,434 | 12/31/2023 | Stone House Investment Management LLC | 18,030 | $1,407 | 12/31/2023 | USMV | 18,030 | $1,407 | 12/31/2023 | Columbus Macro LLC | 16,772 | $1,402 | 03/31/2024 | USMV | 16,772 | $1,402 | 03/31/2024 | Eagle Strategies LLC | 16,769 | $1,402 | 03/31/2024 | USMV | 16,769 | $1,402 | 03/31/2024 | Verdence Capital Advisors LLC | 16,641 | $1,391 | 03/31/2024 | USMV | 16,641 | $1,391 | 03/31/2024 | Renasant Bank | 17,768 | $1,386 | 12/31/2023 | USMV | 17,768 | $1,386 | 12/31/2023 | Swmg LLC | 17,730 | $1,383 | 12/31/2023 | USMV | 17,730 | $1,383 | 12/31/2023 | Center For Asset Management LLC | 16,538 | $1,382 | 03/31/2024 | USMV | 16,538 | $1,382 | 03/31/2024 | CIBC World Markets Inc. | 17,711 | $1,382 | 12/31/2023 | USMV | 17,711 | $1,382 | 12/31/2023 | CCG Wealth Management LLC | 16,518 | $1,381 | 03/31/2024 | USMV | 16,518 | $1,381 | 03/31/2024 | Cherry Tree Wealth Management LLC | 17,305 | $1,350 | 12/31/2023 | USMV | 17,305 | $1,350 | 12/31/2023 | CAPROCK Group Inc. | 17,235 | $1,345 | 12/31/2023 | USMV | 17,235 | $1,345 | 12/31/2023 | Strategic Investment Advisors MI | 16,081 | $1,344 | 03/31/2024 | USMV | 16,081 | $1,344 | 03/31/2024 | One Wealth Management Investment & Advisory Services LLC | 17,219 | $1,344 | 12/31/2023 | USMV | 17,219 | $1,344 | 12/31/2023 | First Financial Bank Trust Division | 16,014 | $1,338 | 03/31/2024 | USMV | 16,014 | $1,338 | 03/31/2024 | NBC Securities Inc. | 15,735 | $1,315 | 03/31/2024 | USMV | 15,735 | $1,315 | 03/31/2024 | Southland Equity Partners LLC | 15,709 | $1,313 | 03/31/2024 | USMV | 15,709 | $1,313 | 03/31/2024 | Simplicity Wealth LLC | 15,683 | $1,311 | 03/31/2024 | USMV | 15,683 | $1,311 | 03/31/2024 | Sage Mountain Advisors LLC | 15,632 | $1,307 | 03/31/2024 | USMV | 15,632 | $1,307 | 03/31/2024 | Tranquilli Financial Advisor LLC | 16,702 | $1,303 | 12/31/2023 | USMV | 16,702 | $1,303 | 12/31/2023 | Mattern Wealth Management LLC | 16,620 | $1,297 | 12/31/2023 | USMV | 16,620 | $1,297 | 12/31/2023 | Thoroughbred Financial Services LLC | 16,605 | $1,295 | 12/31/2023 | USMV | 16,605 | $1,295 | 12/31/2023 | Keystone Wealth Services LLC | 15,470 | $1,293 | 03/31/2024 | USMV | 15,470 | $1,293 | 03/31/2024 | Centric Wealth Management | 16,043 | $1,281 | 12/31/2023 | USMV | 16,043 | $1,281 | 12/31/2023 | Integrated Advisors Network LLC | 16,366 | $1,277 | 12/31/2023 | USMV | 16,366 | $1,277 | 12/31/2023 | New Century Financial Group LLC | 15,131 | $1,265 | 03/31/2024 | USMV | 15,131 | $1,265 | 03/31/2024 | First Citizens Financial Corp | 16,178 | $1,262 | 12/31/2023 | USMV | 16,178 | $1,262 | 12/31/2023 | Kestra Private Wealth Services LLC | 16,057 | $1,253 | 12/31/2023 | USMV | 16,057 | $1,253 | 12/31/2023 | Perennial Investment Advisors LLC | 16,063 | $1,253 | 12/31/2023 | USMV | 16,063 | $1,253 | 12/31/2023 | Ridgewood Investments LLC | 14,928 | $1,248 | 03/31/2024 | USMV | 14,928 | $1,248 | 03/31/2024 | Retirement Planning Group | 14,803 | $1,237 | 03/31/2024 | USMV | 14,803 | $1,237 | 03/31/2024 | Provence Wealth Management Group | 15,820 | $1,234 | 12/31/2023 | USMV | 15,820 | $1,234 | 12/31/2023 | First Business Financial Services Inc. | 15,793 | $1,232 | 12/31/2023 | USMV | 15,793 | $1,232 | 12/31/2023 | Mcdonald Partners LLC | 14,500 | $1,212 | 03/31/2024 | USMV | 14,500 | $1,212 | 03/31/2024 | 9258 Wealth Management LLC | 15,494 | $1,209 | 12/31/2023 | USMV | 15,494 | $1,209 | 12/31/2023 | UMA Financial Services Inc. | 15,005 | $1,199 | 03/31/2024 | USMV | 15,005 | $1,199 | 03/31/2024 | Tranquility Partners LLC | 15,328 | $1,196 | 12/31/2023 | USMV | 15,328 | $1,196 | 12/31/2023 | Nova R Wealth Inc. | 14,176 | $1,185 | 03/31/2024 | USMV | 14,176 | $1,185 | 03/31/2024 | Jacobi Capital Management LLC | 15,164 | $1,183 | 12/31/2023 | USMV | 15,164 | $1,183 | 12/31/2023 | WBH Advisory Inc. | 14,085 | $1,177 | 03/31/2024 | USMV | 14,085 | $1,177 | 03/31/2024 | StrategIQ Financial Group LLC | 15,053 | $1,175 | 12/31/2023 | USMV | 15,053 | $1,175 | 12/31/2023 | First Horizon Advisors Inc. | 15,023 | $1,172 | 12/31/2023 | USMV | 15,023 | $1,172 | 12/31/2023 | STA Wealth Management LLC | 14,999 | $1,170 | 12/31/2023 | USMV | 14,999 | $1,170 | 12/31/2023 | Natixis Advisors L.P. | 13,939 | $1,165 | 03/31/2024 | USMV | 13,939 | $1,165 | 03/31/2024 | Cardiff Park Advisors LLC | 14,871 | $1,160 | 12/31/2023 | USMV | 14,871 | $1,160 | 12/31/2023 | Advisor Resource Council | 13,972 | $1,158 | 03/31/2024 | USMV | 13,972 | $1,158 | 03/31/2024 | Intellectus Partners LLC | 14,713 | $1,148 | 12/31/2023 | USMV | 14,713 | $1,148 | 12/31/2023 | Elevate Wealth Advisory Inc. | 14,621 | $1,141 | 12/31/2023 | USMV | 14,621 | $1,141 | 12/31/2023 | SG Americas Securities LLC | 14,597 | $1,139 | 12/31/2023 | USMV | 14,597 | $1,139 | 12/31/2023 | Inscription Capital LLC | 13,776 | $1,134 | 03/31/2024 | USMV | 13,776 | $1,134 | 03/31/2024 | RFG Advisory LLC | 13,504 | $1,129 | 03/31/2024 | USMV | 13,504 | $1,129 | 03/31/2024 | Arkadios Wealth Advisors | 14,472 | $1,129 | 12/31/2023 | USMV | 14,472 | $1,129 | 12/31/2023 | Intelligence Driven Advisers LLC | 14,132 | $1,127 | 12/31/2023 | USMV | 14,132 | $1,127 | 12/31/2023 | Whittier Trust Co. | 14,411 | $1,124 | 12/31/2023 | USMV | 14,411 | $1,124 | 12/31/2023 | FRG Family Wealth Advisors LLC | 14,380 | $1,122 | 12/31/2023 | USMV | 14,380 | $1,122 | 12/31/2023 | ProVise Management Group LLC | 14,364 | $1,121 | 12/31/2023 | USMV | 14,364 | $1,121 | 12/31/2023 | Welch & Forbes LLC | 14,345 | $1,119 | 12/31/2023 | USMV | 14,345 | $1,119 | 12/31/2023 | Spectrum Planning & Advisory Services Inc. | 14,311 | $1,117 | 12/31/2023 | USMV | 14,311 | $1,117 | 12/31/2023 | Patton Albertson Miller Group LLC | 13,019 | $1,088 | 03/31/2024 | USMV | 13,019 | $1,088 | 03/31/2024 | Fidelis Capital Partners LLC | 13,939 | $1,088 | 12/31/2023 | USMV | 13,939 | $1,088 | 12/31/2023 | Choate Investment Advisors | 13,893 | $1,084 | 12/31/2023 | USMV | 13,893 | $1,084 | 12/31/2023 | CFO4Life Group LLC | 13,849 | $1,081 | 12/31/2023 | USMV | 13,849 | $1,081 | 12/31/2023 | Yarger Wealth Strategies LLC | 13,832 | $1,079 | 12/31/2023 | USMV | 13,832 | $1,079 | 12/31/2023 | Eudaimonia Partners LLC | 12,903 | $1,078 | 03/31/2024 | USMV | 12,903 | $1,078 | 03/31/2024 | Sawtooth Solutions LLC | 13,698 | $1,069 | 12/31/2023 | USMV | 13,698 | $1,069 | 12/31/2023 | Dravo Bay LLC | 13,583 | $1,060 | 12/31/2023 | USMV | 13,583 | $1,060 | 12/31/2023 | Kickstand Ventures LLC. | 13,578 | $1,059 | 12/31/2023 | USMV | 13,578 | $1,059 | 12/31/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 13,546 | $1,057 | 12/31/2023 | USMV | 13,546 | $1,057 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 13,540 | $1,056 | 12/31/2023 | USMV | 13,540 | $1,056 | 12/31/2023 | Sound View Wealth Advisors Group LLC | 13,460 | $1,050 | 12/31/2023 | USMV | 13,460 | $1,050 | 12/31/2023 | Vertex Planning Partners LLC | 13,462 | $1,050 | 12/31/2023 | USMV | 13,462 | $1,050 | 12/31/2023 | Wealthcare Advisory Partners LLC | 12,373 | $1,034 | 03/31/2024 | USMV | 12,373 | $1,034 | 03/31/2024 | LongView Wealth Management | 12,175 | $1,018 | 03/31/2024 | USMV | 12,175 | $1,018 | 03/31/2024 | Armstrong Advisory Group Inc. | 13,020 | $1,016 | 03/31/2024 | USMV | 13,020 | $1,016 | 03/31/2024 | Summit X LLC | 12,879 | $1,005 | 12/31/2023 | USMV | 12,879 | $1,005 | 12/31/2023 | Peddock Capital Advisors LLC | 12,840 | $1,002 | 12/31/2023 | USMV | 12,840 | $1,002 | 12/31/2023 | RWM Asset Management LLC | 11,909 | $995 | 03/31/2024 | USMV | 11,909 | $995 | 03/31/2024 | BCJ Capital Management LLC | 12,679 | $989 | 12/31/2023 | USMV | 12,679 | $989 | 12/31/2023 | Benchmark Investment Advisors LLC | 12,679 | $989 | 12/31/2023 | USMV | 12,679 | $989 | 12/31/2023 | Goldstein Advisors LLC | 12,617 | $985 | 12/31/2023 | USMV | 12,617 | $985 | 12/31/2023 | Kathmere Capital Management LLC | 11,574 | $967 | 03/31/2024 | USMV | 11,574 | $967 | 03/31/2024 | Market Street Wealth Management Advisors LLC | 11,555 | $966 | 03/31/2024 | USMV | 11,555 | $966 | 03/31/2024 | Pathstone Holdings LLC | 12,320 | $961 | 12/31/2023 | USMV | 12,320 | $961 | 12/31/2023 | Concentrum Wealth Management | 12,300 | $960 | 12/31/2023 | USMV | 12,300 | $960 | 12/31/2023 | Forefront Analytics LLC | 12,143 | $947 | 12/31/2023 | USMV | 12,143 | $947 | 12/31/2023 | Sovereign Financial Group Inc. | 11,173 | $934 | 03/31/2024 | USMV | 11,173 | $934 | 03/31/2024 | Vermillion & White Wealth Management Group LLC | 11,931 | $931 | 12/31/2023 | USMV | 11,931 | $931 | 12/31/2023 | Apeiron RIA LLC | 11,050 | $924 | 03/31/2024 | USMV | 11,050 | $924 | 03/31/2024 | LS Investment Advisors LLC | 11,687 | $912 | 12/31/2023 | USMV | 11,687 | $912 | 12/31/2023 | Financial Counselors Inc. | 11,638 | $908 | 12/31/2023 | USMV | 11,638 | $908 | 12/31/2023 | Lincoln Capital LLC | 10,811 | $904 | 03/31/2024 | USMV | 10,811 | $904 | 03/31/2024 | Arete Wealth Advisors LLC | 11,563 | $902 | 12/31/2023 | USMV | 11,563 | $902 | 12/31/2023 | TNF LLC | 11,054 | $899 | 03/31/2024 | USMV | 11,054 | $899 | 03/31/2024 | Bryant Woods Investment Advisors LLC | 11,446 | $893 | 12/31/2023 | USMV | 11,446 | $893 | 12/31/2023 | Avaii Wealth Management LLC | 11,434 | $892 | 12/31/2023 | USMV | 11,434 | $892 | 12/31/2023 | Oxinas Partners Wealth Management LLC | 10,630 | $888 | 03/31/2024 | USMV | 10,630 | $888 | 03/31/2024 | TTP Investments Inc. | 11,380 | $888 | 12/31/2023 | USMV | 11,380 | $888 | 12/31/2023 | Maripau Wealth Management LLC | 11,386 | $888 | 12/31/2023 | USMV | 11,386 | $888 | 12/31/2023 | Mosley Wealth Management | 10,616 | $887 | 03/31/2024 | USMV | 10,616 | $887 | 03/31/2024 | Institute for Wealth Management LLC. | 11,367 | $887 | 12/31/2023 | USMV | 11,367 | $887 | 12/31/2023 | StoneX Group Inc. | 11,239 | $877 | 12/31/2023 | USMV | 11,239 | $877 | 12/31/2023 | Cary Street Partners Investment Advisory LLC | 11,141 | $869 | 12/31/2023 | USMV | 11,141 | $869 | 12/31/2023 | Actinver Wealth Management Inc. | 11,132 | $869 | 12/31/2023 | USMV | 11,132 | $869 | 12/31/2023 | Impact Partnership Wealth LLC | 11,017 | $860 | 12/31/2023 | USMV | 11,017 | $860 | 12/31/2023 | Wintrust Investments LLC | 11,008 | $859 | 12/31/2023 | USMV | 11,008 | $859 | 12/31/2023 | C2C Wealth Management LLC | 10,915 | $854 | 12/31/2023 | USMV | 10,915 | $854 | 12/31/2023 | Private Wealth Group LLC | 10,207 | $853 | 03/31/2024 | USMV | 10,207 | $853 | 03/31/2024 | Veriti Management LLC | 10,207 | $853 | 03/31/2024 | USMV | 10,207 | $853 | 03/31/2024 | Quantbot Technologies LP | 10,938 | $853 | 12/31/2023 | USMV | 10,938 | $853 | 12/31/2023 | O Brien Wealth Partners LLC | 10,190 | $852 | 03/31/2024 | USMV | 10,190 | $852 | 03/31/2024 | Morningstar Investment Services LLC | 10,924 | $851 | 12/31/2023 | USMV | 10,924 | $851 | 12/31/2023 | Graves Light Private Wealth Management Inc. | 10,909 | $851 | 12/31/2023 | USMV | 10,909 | $851 | 12/31/2023 | Jaffetilchin Investment Partners LLC | 10,895 | $850 | 12/31/2023 | USMV | 10,895 | $850 | 12/31/2023 | Advisory Alpha LLC | 10,828 | $845 | 12/31/2023 | USMV | 10,828 | $845 | 12/31/2023 | Moors & Cabot Inc. | 10,806 | $843 | 12/31/2023 | USMV | 10,806 | $843 | 12/31/2023 | Alta Wealth Advisors LLC | 10,800 | $843 | 12/31/2023 | USMV | 10,800 | $843 | 12/31/2023 | Financial Sense Advisors Inc. | 10,076 | $842 | 03/31/2024 | USMV | 10,076 | $842 | 03/31/2024 | GW Henssler & Associates Ltd. | 10,715 | $836 | 12/31/2023 | USMV | 10,715 | $836 | 12/31/2023 | ONE Advisory Partners LLC | 9,972 | $833 | 03/31/2024 | USMV | 9,972 | $833 | 03/31/2024 | Provident Wealth Management LLC | 9,959 | $832 | 03/31/2024 | USMV | 9,959 | $832 | 03/31/2024 | Schmidt P J Investment Management Inc. | 10,340 | $827 | 12/31/2023 | USMV | 10,340 | $827 | 12/31/2023 | Northwest Financial Advisors | 10,597 | $827 | 12/31/2023 | USMV | 10,597 | $827 | 12/31/2023 | FFG Retirement Advisors LLC | 10,563 | $824 | 12/31/2023 | USMV | 10,563 | $824 | 12/31/2023 | Maxwell Wealth Strategies Inc. | 10,554 | $824 | 12/31/2023 | USMV | 10,554 | $824 | 12/31/2023 | TIAA Trust National Association | 10,527 | $821 | 12/31/2023 | USMV | 10,527 | $821 | 12/31/2023 | Freestone Capital Holdings LLC | 10,511 | $820 | 12/31/2023 | USMV | 10,511 | $820 | 12/31/2023 | waypoint wealth counsel | 9,794 | $819 | 03/31/2024 | USMV | 9,794 | $819 | 03/31/2024 | FF Advisors LLC | 9,735 | $814 | 03/31/2024 | USMV | 9,735 | $814 | 03/31/2024 | Shared Vision Wealth Group LLC | 10,428 | $814 | 12/31/2023 | USMV | 10,428 | $814 | 12/31/2023 | Stonehearth Capital Management LLC | 9,691 | $810 | 03/31/2024 | USMV | 9,691 | $810 | 03/31/2024 | Two Sigma Advisers LP | 10,300 | $804 | 12/31/2023 | USMV | 10,300 | $804 | 12/31/2023 | Kerntke Otto McGlone Wealth Management Group | 10,305 | $804 | 12/31/2023 | USMV | 10,305 | $804 | 12/31/2023 | Boston Private Wealth LLC | 10,279 | $802 | 12/31/2023 | USMV | 10,279 | $802 | 12/31/2023 | Austin Private Wealth LLC | 9,603 | $794 | 03/31/2024 | USMV | 9,603 | $794 | 03/31/2024 | Smartleaf Asset Management LLC | 10,069 | $784 | 12/31/2023 | USMV | 10,069 | $784 | 12/31/2023 | Quadrant Private Wealth Management LLC | 10,036 | $783 | 12/31/2023 | USMV | 10,036 | $783 | 12/31/2023 | Summit Financial LLC | 9,350 | $781 | 03/31/2024 | USMV | 9,350 | $781 | 03/31/2024 | Schrum Private Wealth Management LLC | 9,997 | $780 | 12/31/2023 | USMV | 9,997 | $780 | 12/31/2023 | Meitav Dash Investments Ltd. | 9,888 | $772 | 12/31/2023 | USMV | 9,888 | $772 | 12/31/2023 | Iowa State Bank | 9,213 | $770 | 03/31/2024 | USMV | 9,213 | $770 | 03/31/2024 | Greenleaf Trust | 9,849 | $769 | 12/31/2023 | USMV | 9,849 | $769 | 12/31/2023 | Investment Partners Asset Management Inc. | 9,185 | $768 | 03/31/2024 | USMV | 9,185 | $768 | 03/31/2024 | Quent Capital LLC | 9,828 | $767 | 12/31/2023 | USMV | 9,828 | $767 | 12/31/2023 | Baystate Wealth Management LLC | 9,792 | $764 | 12/31/2023 | USMV | 9,792 | $764 | 12/31/2023 | Midwest Financial Group LLC | 8,991 | $752 | 03/31/2024 | USMV | 8,991 | $752 | 03/31/2024 | Brighton Jones LLC | 9,624 | $751 | 12/31/2023 | USMV | 9,624 | $751 | 12/31/2023 | Scotia Capital Inc. | 9,601 | $749 | 12/31/2023 | USMV | 9,601 | $749 | 12/31/2023 | Avenue 1 Advisors LLC | 8,888 | $743 | 03/31/2024 | USMV | 8,888 | $743 | 03/31/2024 | West Michigan Advisors LLC | 9,458 | $738 | 12/31/2023 | USMV | 9,458 | $738 | 12/31/2023 | Castle Rock Wealth Management LLC | 9,469 | $736 | 12/31/2023 | USMV | 9,469 | $736 | 12/31/2023 | Soltis Investment Advisors LLC | 9,285 | $725 | 12/31/2023 | USMV | 9,285 | $725 | 12/31/2023 | Crabel Capital Management LLC | 9,234 | $721 | 12/31/2023 | USMV | 9,234 | $721 | 12/31/2023 | Glenview Trust Co | 9,178 | $716 | 12/31/2023 | USMV | 9,178 | $716 | 12/31/2023 | MBE Wealth Management LLC | 8,481 | $709 | 03/31/2024 | USMV | 8,481 | $709 | 03/31/2024 | Tennessee Valley Asset Management Partners | 8,385 | $701 | 03/31/2024 | USMV | 8,385 | $701 | 03/31/2024 | Exencial Wealth Advisors LLC | 8,950 | $698 | 12/31/2023 | USMV | 8,950 | $698 | 12/31/2023 | W Advisors LLC | 8,338 | $697 | 03/31/2024 | USMV | 8,338 | $697 | 03/31/2024 | Advisors Capital Management LLC | 8,837 | $690 | 12/31/2023 | USMV | 8,837 | $690 | 12/31/2023 | E&G Advisors LP | 8,134 | $680 | 03/31/2024 | USMV | 8,134 | $680 | 03/31/2024 | Fifth Third Bancorp | 8,105 | $677 | 03/31/2024 | USMV | 8,105 | $677 | 03/31/2024 | Wedbush Securities Inc. | 8,649 | $675 | 12/31/2023 | USMV | 8,649 | $675 | 12/31/2023 | Wagner Wealth Management LLC | 8,061 | $674 | 03/31/2024 | USMV | 8,061 | $674 | 03/31/2024 | Moneta Group Investment Advisors LLC | 8,636 | $674 | 12/31/2023 | USMV | 8,636 | $674 | 12/31/2023 | Consolidated Portfolio Review Corp | 8,594 | $671 | 12/31/2023 | USMV | 8,594 | $671 | 12/31/2023 | BCS Wealth Management | 8,007 | $669 | 03/31/2024 | USMV | 8,007 | $669 | 03/31/2024 | Fiduciary Group LLC | 8,579 | $669 | 12/31/2023 | USMV | 8,579 | $669 | 12/31/2023 | Neuberger Berman Group LLC | 8,558 | $668 | 12/31/2023 | USMV | 8,558 | $668 | 12/31/2023 | Richardson Financial Services Inc. | 8,543 | $667 | 12/31/2023 | USMV | 8,543 | $667 | 12/31/2023 | Twelve Points Wealth Management LLC | 7,940 | $664 | 03/31/2024 | USMV | 7,940 | $664 | 03/31/2024 | Gateway Advisory LLC | 8,449 | $659 | 12/31/2023 | USMV | 8,449 | $659 | 12/31/2023 | Foguth Wealth Management LLC. | 7,876 | $658 | 03/31/2024 | USMV | 7,876 | $658 | 03/31/2024 | SigFig Wealth Management LLC | 8,362 | $653 | 12/31/2023 | USMV | 8,362 | $653 | 12/31/2023 | Garde Capital Inc. | 8,350 | $652 | 12/31/2023 | USMV | 8,350 | $652 | 12/31/2023 | Clifford Group LLC | 8,358 | $652 | 12/31/2023 | USMV | 8,358 | $652 | 12/31/2023 | Lee Financial Group Hawaii Inc. | 7,802 | $650 | 03/31/2024 | USMV | 7,802 | $650 | 03/31/2024 | Aspire Wealth Management Corp | 8,333 | $650 | 12/31/2023 | USMV | 8,333 | $650 | 12/31/2023 | Edgestream Partners L.P. | 8,306 | $648 | 12/31/2023 | USMV | 8,306 | $648 | 12/31/2023 | Fountainhead AM LLC | 8,131 | $634 | 12/31/2023 | USMV | 8,131 | $634 | 12/31/2023 | Brown Brothers Harriman & Co. | 8,087 | $631 | 12/31/2023 | USMV | 8,087 | $631 | 12/31/2023 | WealthPLAN Partners LLC | 8,080 | $630 | 12/31/2023 | USMV | 8,080 | $630 | 12/31/2023 | CENTRAL TRUST Co | 7,514 | $628 | 03/31/2024 | USMV | 7,514 | $628 | 03/31/2024 | 4J Wealth Management LLC | 7,517 | $628 | 03/31/2024 | USMV | 7,517 | $628 | 03/31/2024 | Bessemer Group Inc. | 8,030 | $627 | 12/31/2023 | USMV | 8,030 | $627 | 12/31/2023 | AIMZ Investment Advisors LLC | 8,024 | $626 | 12/31/2023 | USMV | 8,024 | $626 | 12/31/2023 | Joseph Group Capital Management | 8,008 | $625 | 12/31/2023 | USMV | 8,008 | $625 | 12/31/2023 | Dorsey & Whitney Trust CO LLC | 7,963 | $621 | 12/31/2023 | USMV | 7,963 | $621 | 12/31/2023 | Copperleaf Capital LLC | 7,874 | $614 | 12/31/2023 | USMV | 7,874 | $614 | 12/31/2023 | Cassaday & Co Wealth Management LLC | 7,866 | $614 | 12/31/2023 | USMV | 7,866 | $614 | 12/31/2023 | Orion Capital Management LLC | 7,847 | $612 | 12/31/2023 | USMV | 7,847 | $612 | 12/31/2023 | Cornell Pochily Investment Advisors Inc. | 7,314 | $611 | 03/31/2024 | USMV | 7,314 | $611 | 03/31/2024 | Sunbelt Securities Inc. | 7,285 | $609 | 03/31/2024 | USMV | 7,285 | $609 | 03/31/2024 | Valley Forge Investment Consultants Inc. ADV | 7,790 | $608 | 12/31/2023 | USMV | 7,790 | $608 | 12/31/2023 | Colton Groome Financial Advisors LLC | 7,236 | $605 | 03/31/2024 | USMV | 7,236 | $605 | 03/31/2024 | Cidel Asset Management Inc. | 7,735 | $603 | 12/31/2023 | USMV | 7,735 | $603 | 12/31/2023 | Keel Point LLC | 7,197 | $602 | 03/31/2024 | USMV | 7,197 | $602 | 03/31/2024 | Bouchey Financial Group Ltd | 7,157 | $598 | 03/31/2024 | USMV | 7,157 | $598 | 03/31/2024 | Requisite Capital Management LLC | 7,091 | $593 | 03/31/2024 | USMV | 7,091 | $593 | 03/31/2024 | GTS Securities LLC | 7,542 | $589 | 12/31/2023 | USMV | 7,542 | $589 | 12/31/2023 | Exchange Bank | 7,000 | $585 | 03/31/2024 | USMV | 7,000 | $585 | 03/31/2024 | PDS Planning Inc | 7,486 | $584 | 12/31/2023 | USMV | 7,486 | $584 | 12/31/2023 | Financial Management Network Inc. | 7,118 | $583 | 03/31/2024 | USMV | 7,118 | $583 | 03/31/2024 | Pinnacle Family Advisors LLC | 7,451 | $581 | 12/31/2023 | USMV | 7,451 | $581 | 12/31/2023 | NewEdge Wealth LLC | 7,419 | $579 | 12/31/2023 | USMV | 7,419 | $579 | 12/31/2023 | Vista Capital Partners Inc. | 7,377 | $576 | 12/31/2023 | USMV | 7,377 | $576 | 12/31/2023 | Emfo LLC | 7,362 | $574 | 12/31/2023 | USMV | 7,362 | $574 | 12/31/2023 | Y Intercept Hong Kong Ltd | 7,349 | $573 | 12/31/2023 | USMV | 7,349 | $573 | 12/31/2023 | FineMark National Bank & Trust | 7,279 | $568 | 12/31/2023 | USMV | 7,279 | $568 | 12/31/2023 | StrongBox Wealth LLC | 7,230 | $564 | 12/31/2023 | USMV | 7,230 | $564 | 12/31/2023 | Concorde Asset Management LLC | 7,273 | $560 | 12/31/2023 | USMV | 7,273 | $560 | 12/31/2023 | Panoramic Investment Advisors LLC | 6,670 | $557 | 03/31/2024 | USMV | 6,670 | $557 | 03/31/2024 | Patriot Financial Group Insurance Agency LLC | 7,093 | $553 | 12/31/2023 | USMV | 7,093 | $553 | 12/31/2023 | Waddell & Associates LLC | 7,083 | $553 | 12/31/2023 | USMV | 7,083 | $553 | 12/31/2023 | JNB Advisors LLC | 7,051 | $550 | 12/31/2023 | USMV | 7,051 | $550 | 12/31/2023 | McKinley Carter Wealth Services Inc. | 7,027 | $548 | 12/31/2023 | USMV | 7,027 | $548 | 12/31/2023 | Townsend Asset Management Corp NC ADV | 7,014 | $547 | 12/31/2023 | USMV | 7,014 | $547 | 12/31/2023 | Palo Alto Wealth Advisors LLC | 6,984 | $545 | 12/31/2023 | USMV | 6,984 | $545 | 12/31/2023 | Headinvest LLC | 6,947 | $542 | 12/31/2023 | USMV | 6,947 | $542 | 12/31/2023 | Patten Group Inc. | 6,461 | $540 | 03/31/2024 | USMV | 6,461 | $540 | 03/31/2024 | Congress Wealth Management LLC DE | 6,462 | $540 | 03/31/2024 | USMV | 6,462 | $540 | 03/31/2024 | First Citizens Asset Management Inc. | 6,912 | $539 | 12/31/2023 | USMV | 6,912 | $539 | 12/31/2023 | New Hampshire Trust | 6,423 | $537 | 03/31/2024 | USMV | 6,423 | $537 | 03/31/2024 | Aveo Capital Partners LLC | 6,821 | $532 | 12/31/2023 | USMV | 6,821 | $532 | 12/31/2023 | Regions Financial Corp | 6,353 | $531 | 03/31/2024 | USMV | 6,353 | $531 | 03/31/2024 | Redwood Investment Management LLC | 6,756 | $527 | 12/31/2023 | USMV | 6,756 | $527 | 12/31/2023 | Horst & Graben Wealth Management LLC | 6,283 | $525 | 03/31/2024 | USMV | 6,283 | $525 | 03/31/2024 | Eldridge Investment Advisors Inc. | 6,706 | $523 | 12/31/2023 | USMV | 6,706 | $523 | 12/31/2023 | Fermata Advisors LLC | 6,239 | $521 | 03/31/2024 | USMV | 6,239 | $521 | 03/31/2024 | JT Stratford LLC | 6,676 | $521 | 12/31/2023 | USMV | 6,676 | $521 | 12/31/2023 | Claro Advisors LLC | 6,227 | $520 | 03/31/2024 | USMV | 6,227 | $520 | 03/31/2024 | Signature Securities Group Corporation | 6,211 | $519 | 03/31/2024 | USMV | 6,211 | $519 | 03/31/2024 | Radnor Capital Management LLC | 6,211 | $519 | 03/31/2024 | USMV | 6,211 | $519 | 03/31/2024 | Ridgecrest Wealth Partners LLC | 6,182 | $517 | 03/31/2024 | USMV | 6,182 | $517 | 03/31/2024 | J. W. Coons Advisors LLC | 6,627 | $517 | 12/31/2023 | USMV | 6,627 | $517 | 12/31/2023 | Wiley BROS. Aintree Capital LLC | 6,137 | $513 | 03/31/2024 | USMV | 6,137 | $513 | 03/31/2024 | PFG Private Wealth Management LLC | 6,126 | $512 | 03/31/2024 | USMV | 6,126 | $512 | 03/31/2024 | Silvercrest Asset Management Group LLC | 6,564 | $512 | 12/31/2023 | USMV | 6,564 | $512 | 12/31/2023 | Cox Capital Mgt LLC | 6,109 | $511 | 03/31/2024 | USMV | 6,109 | $511 | 03/31/2024 | Gibson Capital LLC | 6,080 | $508 | 03/31/2024 | USMV | 6,080 | $508 | 03/31/2024 | True Vision MN LLC | 6,495 | $507 | 12/31/2023 | USMV | 6,495 | $507 | 12/31/2023 | Sinecera Capital LLC | 6,054 | $506 | 03/31/2024 | USMV | 6,054 | $506 | 03/31/2024 | AdvisorNet Financial Inc | 6,042 | $505 | 03/31/2024 | USMV | 6,042 | $505 | 03/31/2024 | Stonebridge Financial Planning Group LLC | 6,465 | $504 | 12/31/2023 | USMV | 6,465 | $504 | 12/31/2023 | Sontag Advisory LLC | 6,449 | $503 | 12/31/2023 | USMV | 6,449 | $503 | 12/31/2023 | Mission Wealth Management LP | 6,432 | $502 | 12/31/2023 | USMV | 6,432 | $502 | 12/31/2023 | Milestone Asset Management LLC | 5,987 | $500 | 03/31/2024 | USMV | 5,987 | $500 | 03/31/2024 | Collective Family Office LLC | 5,967 | $499 | 03/31/2024 | USMV | 5,967 | $499 | 03/31/2024 | Agate Pass Investment Management LLC | 5,964 | $499 | 03/31/2024 | USMV | 5,964 | $499 | 03/31/2024 | Everhart Financial Group Inc. | 6,394 | $499 | 12/31/2023 | USMV | 6,394 | $499 | 12/31/2023 | W.H. Cornerstone Investments Inc. | 6,393 | $499 | 12/31/2023 | USMV | 6,393 | $499 | 12/31/2023 | Whittier Trust Co. of Nevada Inc. | 6,356 | $496 | 12/31/2023 | USMV | 6,356 | $496 | 12/31/2023 | Wealthfront Advisers LLC | 5,919 | $495 | 03/31/2024 | USMV | 5,919 | $495 | 03/31/2024 | New Republic Capital LLC | 6,347 | $495 | 12/31/2023 | USMV | 6,347 | $495 | 12/31/2023 | Avestar Capital LLC | 6,317 | $493 | 12/31/2023 | USMV | 6,317 | $493 | 12/31/2023 | Planning Directions Inc. | 6,305 | $492 | 12/31/2023 | USMV | 6,305 | $492 | 12/31/2023 | First Bank & Trust | 5,873 | $491 | 03/31/2024 | USMV | 5,873 | $491 | 03/31/2024 | Fifth Third Securities Inc. | 5,816 | $486 | 03/31/2024 | USMV | 5,816 | $486 | 03/31/2024 | TCI Wealth Advisors Inc. | 6,219 | $485 | 12/31/2023 | USMV | 6,219 | $485 | 12/31/2023 | OMNI 360 Wealth Inc. | 5,774 | $483 | 03/31/2024 | USMV | 5,774 | $483 | 03/31/2024 | Associated Banc Corp | 6,175 | $482 | 12/31/2023 | USMV | 6,175 | $482 | 12/31/2023 | LifeSteps Financial Inc. | 6,119 | $477 | 12/31/2023 | USMV | 6,119 | $477 | 12/31/2023 | Bleakley Financial Group LLC | 6,083 | $475 | 12/31/2023 | USMV | 6,083 | $475 | 12/31/2023 | Professional Financial Advisors LLC | 5,671 | $474 | 03/31/2024 | USMV | 5,671 | $474 | 03/31/2024 | CAP Partners LLC | 5,631 | $471 | 03/31/2024 | USMV | 5,631 | $471 | 03/31/2024 | Silverlake Wealth Management LLC | 5,629 | $470 | 03/31/2024 | USMV | 5,629 | $470 | 03/31/2024 | Parthenon LLC | 5,963 | $465 | 12/31/2023 | USMV | 5,963 | $465 | 12/31/2023 | Belpointe Asset Management LLC | 5,947 | $464 | 12/31/2023 | USMV | 5,947 | $464 | 12/31/2023 | Phillips Wealth Planners LLC | 5,887 | $464 | 12/31/2023 | USMV | 5,887 | $464 | 12/31/2023 | GEM Asset Management LLC | 5,948 | $464 | 12/31/2023 | USMV | 5,948 | $464 | 12/31/2023 | Stratos Wealth Advisors LLC | 5,538 | $463 | 03/31/2024 | USMV | 5,538 | $463 | 03/31/2024 | HBK Sorce Advisory LLC | 5,927 | $462 | 12/31/2023 | USMV | 5,927 | $462 | 12/31/2023 | Warner Financial Inc. | 5,501 | $460 | 03/31/2024 | USMV | 5,501 | $460 | 03/31/2024 | Lcnb Corp | 5,900 | $460 | 12/31/2023 | USMV | 5,900 | $460 | 12/31/2023 | Avalon Trust Co | 5,892 | $460 | 12/31/2023 | USMV | 5,892 | $460 | 12/31/2023 | Lakeview Capital Partners LLC | 5,855 | $457 | 12/31/2023 | USMV | 5,855 | $457 | 12/31/2023 | Sfmg LLC | 5,838 | $456 | 12/31/2023 | USMV | 5,838 | $456 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 5,822 | $454 | 12/31/2023 | USMV | 5,822 | $454 | 12/31/2023 | Fifth Third Wealth Advisors LLC | 5,418 | $453 | 03/31/2024 | USMV | 5,418 | $453 | 03/31/2024 | Concord Wealth Partners | 5,784 | $451 | 12/31/2023 | USMV | 5,784 | $451 | 12/31/2023 | Smart Portfolios LLC | 5,630 | $449 | 12/31/2023 | USMV | 5,630 | $449 | 12/31/2023 | Gallacher Capital Management LLC | 5,696 | $444 | 12/31/2023 | USMV | 5,696 | $444 | 12/31/2023 | GLOBALT Investments LLC GA | 5,683 | $443 | 12/31/2023 | USMV | 5,683 | $443 | 12/31/2023 | JustInvest LLC | 5,662 | $442 | 12/31/2023 | USMV | 5,662 | $442 | 12/31/2023 | Tsfg LLC | 5,279 | $441 | 03/31/2024 | USMV | 5,279 | $441 | 03/31/2024 | Webster Bank N. A. | 5,226 | $437 | 03/31/2024 | USMV | 5,226 | $437 | 03/31/2024 | Savant Capital LLC | 5,600 | $437 | 12/31/2023 | USMV | 5,600 | $437 | 12/31/2023 | Sage Capital Advisors llc | 5,208 | $435 | 03/31/2024 | USMV | 5,208 | $435 | 03/31/2024 | Continuum Advisory LLC | 5,578 | $435 | 12/31/2023 | USMV | 5,578 | $435 | 12/31/2023 | Forte Asset Management LLC | 5,574 | $435 | 12/31/2023 | USMV | 5,574 | $435 | 12/31/2023 | Magnus Financial Group LLC | 5,549 | $433 | 12/31/2023 | USMV | 5,549 | $433 | 12/31/2023 | Independence Bank of Kentucky | 5,127 | $429 | 03/31/2024 | USMV | 5,127 | $429 | 03/31/2024 | Pettyjohn Wood & White Inc. | 5,492 | $429 | 12/31/2023 | USMV | 5,492 | $429 | 12/31/2023 | Evermay Wealth Management LLC | 5,459 | $426 | 12/31/2023 | USMV | 5,459 | $426 | 12/31/2023 | Good Life Advisors LLC | 5,465 | $426 | 12/31/2023 | USMV | 5,465 | $426 | 12/31/2023 | Kraft Davis & Associates LLC | 5,337 | $426 | 12/31/2023 | USMV | 5,337 | $426 | 12/31/2023 | Insigneo Advisory Services LLC | 5,437 | $424 | 12/31/2023 | USMV | 5,437 | $424 | 12/31/2023 | Community Trust & Investment Co. | 5,424 | $423 | 12/31/2023 | USMV | 5,424 | $423 | 12/31/2023 | Ascent Wealth Partners LLC | 5,388 | $420 | 12/31/2023 | USMV | 5,388 | $420 | 12/31/2023 | Northwest Investment Counselors LLC | 5,005 | $418 | 03/31/2024 | USMV | 5,005 | $418 | 03/31/2024 | OneAscent Wealth Management LLC | 4,998 | $418 | 03/31/2024 | USMV | 4,998 | $418 | 03/31/2024 | RCS Financial Planning LLC | 5,331 | $416 | 12/31/2023 | USMV | 5,331 | $416 | 12/31/2023 | Atlas Brown Inc. | 4,940 | $413 | 03/31/2024 | USMV | 4,940 | $413 | 03/31/2024 | Vista Private Wealth Partners. LLC | 5,197 | $406 | 12/31/2023 | USMV | 5,197 | $406 | 12/31/2023 | Beaumont Financial Advisors LLC | 5,177 | $404 | 12/31/2023 | USMV | 5,177 | $404 | 12/31/2023 | Oppenheimer & Co. Inc. | 5,156 | $402 | 12/31/2023 | USMV | 5,156 | $402 | 12/31/2023 | Commonwealth Retirement Investments LLC | 5,130 | $400 | 12/31/2023 | USMV | 5,130 | $400 | 12/31/2023 | SILVER OAK SECURITIES Inc | 5,106 | $398 | 12/31/2023 | USMV | 5,106 | $398 | 12/31/2023 | Tempus Wealth Planning LLC | 4,748 | $397 | 03/31/2024 | USMV | 4,748 | $397 | 03/31/2024 | Latitude Advisors LLC | 4,746 | $397 | 03/31/2024 | USMV | 4,746 | $397 | 03/31/2024 | Koshinski Asset Management Inc. | 5,094 | $397 | 12/31/2023 | USMV | 5,094 | $397 | 12/31/2023 | Interchange Capital Partners LLC | 5,024 | $393 | 12/31/2023 | USMV | 5,024 | $393 | 12/31/2023 | LM Advisors LLC | 5,035 | $393 | 12/31/2023 | USMV | 5,035 | $393 | 12/31/2023 | Arkfeld Wealth Strategies L.L.C. | 4,806 | $392 | 03/31/2024 | USMV | 4,806 | $392 | 03/31/2024 | Ehrlich Financial Group | 4,686 | $392 | 03/31/2024 | USMV | 4,686 | $392 | 03/31/2024 | Resource Consulting Group Inc. | 5,000 | $390 | 12/31/2023 | USMV | 5,000 | $390 | 12/31/2023 | Shelton Capital Management | 5,004 | $390 | 12/31/2023 | USMV | 5,004 | $390 | 12/31/2023 | MMA Asset Management LLC | 4,806 | $386 | 12/31/2023 | USMV | 4,806 | $386 | 12/31/2023 | Teamwork Financial Advisors LLC | 4,600 | $384 | 03/31/2024 | USMV | 4,600 | $384 | 03/31/2024 | Sage Financial Group Inc. | 4,923 | $384 | 12/31/2023 | USMV | 4,923 | $384 | 12/31/2023 | Venture Visionary Partners LLC | 4,835 | $377 | 12/31/2023 | USMV | 4,835 | $377 | 12/31/2023 | D. E. Shaw & Co. Inc. | 4,819 | $376 | 12/31/2023 | USMV | 4,819 | $376 | 12/31/2023 | Coldstream Capital Management Inc. | 4,822 | $376 | 12/31/2023 | USMV | 4,822 | $376 | 12/31/2023 | Wesbanco Bank Inc. | 4,456 | $372 | 03/31/2024 | USMV | 4,456 | $372 | 03/31/2024 | Betterment LLC | 4,763 | $372 | 12/31/2023 | USMV | 4,763 | $372 | 12/31/2023 | Fairview Capital Investment Management LLC | 4,725 | $369 | 12/31/2023 | USMV | 4,725 | $369 | 12/31/2023 | SlateStone Wealth LLC | 4,718 | $368 | 12/31/2023 | USMV | 4,718 | $368 | 12/31/2023 | MKT Advisors LLC | 4,503 | $367 | 03/31/2024 | USMV | 4,503 | $367 | 03/31/2024 | Buckingham Strategic Partners | 4,708 | $367 | 12/31/2023 | USMV | 4,708 | $367 | 12/31/2023 | TRUE Private Wealth Advisors | 4,384 | $366 | 03/31/2024 | USMV | 4,384 | $366 | 03/31/2024 | Bartlett & Co. LLC | 4,699 | $366 | 12/31/2023 | USMV | 4,699 | $366 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 4,699 | $366 | 12/31/2023 | USMV | 4,699 | $366 | 12/31/2023 | Etfidea LLC | 4,683 | $365 | 12/31/2023 | USMV | 4,683 | $365 | 12/31/2023 | CVA Family Office LLC | 4,336 | $362 | 03/31/2024 | USMV | 4,336 | $362 | 03/31/2024 | Skyline Advisors Inc. | 4,293 | $359 | 03/31/2024 | USMV | 4,293 | $359 | 03/31/2024 | Arcadia Wealth Management LLC | 4,583 | $358 | 12/31/2023 | USMV | 4,583 | $358 | 12/31/2023 | Legacy Trust | 4,265 | $356 | 03/31/2024 | USMV | 4,265 | $356 | 03/31/2024 | Scarborough Advisors LLC | 4,543 | $355 | 12/31/2023 | USMV | 4,543 | $355 | 12/31/2023 | Sierra Capital LLC | 4,543 | $354 | 12/31/2023 | USMV | 4,543 | $354 | 12/31/2023 | Two Sigma Securities LLC | 4,525 | $353 | 12/31/2023 | USMV | 4,525 | $353 | 12/31/2023 | Cahill Financial Advisors Inc. | 4,528 | $353 | 12/31/2023 | USMV | 4,528 | $353 | 12/31/2023 | Clear Creek Financial Management LLC | 4,530 | $353 | 12/31/2023 | USMV | 4,530 | $353 | 12/31/2023 | Connectus Wealth LLC | 4,498 | $351 | 12/31/2023 | USMV | 4,498 | $351 | 12/31/2023 | Talisman Wealth Advisors LLC | 4,480 | $350 | 12/31/2023 | USMV | 4,480 | $350 | 12/31/2023 | Outlook Wealth Advisors LLC | 4,142 | $346 | 03/31/2024 | USMV | 4,142 | $346 | 03/31/2024 | Archer Investment Corp | 4,411 | $344 | 12/31/2023 | USMV | 4,411 | $344 | 12/31/2023 | Capstone Triton Financial Group LLC | 4,074 | $341 | 03/31/2024 | USMV | 4,074 | $341 | 03/31/2024 | BancorpSouth Bank | 4,371 | $341 | 12/31/2023 | USMV | 4,371 | $341 | 12/31/2023 | Wealth Quarterback LLC | 4,354 | $340 | 12/31/2023 | USMV | 4,354 | $340 | 12/31/2023 | Symphony Financial Ltd. Co. | 3,993 | $334 | 03/31/2024 | USMV | 3,993 | $334 | 03/31/2024 | Fisher Asset Management LLC | 4,239 | $331 | 12/31/2023 | USMV | 4,239 | $331 | 12/31/2023 | Lodestone Wealth Management LLC | 4,238 | $331 | 12/31/2023 | USMV | 4,238 | $331 | 12/31/2023 | Trust Co. of Vermont | 4,231 | $330 | 12/31/2023 | USMV | 4,231 | $330 | 12/31/2023 | Founders Financial Alliance LLC | 4,219 | $329 | 12/31/2023 | USMV | 4,219 | $329 | 12/31/2023 | Southern Capital Advisors LLC | 4,203 | $328 | 12/31/2023 | USMV | 4,203 | $328 | 12/31/2023 | Clearwater Capital Advisors LLC | 4,190 | $327 | 12/31/2023 | USMV | 4,190 | $327 | 12/31/2023 | Bourgeon Capital Management LLC | 3,900 | $326 | 03/31/2024 | USMV | 3,900 | $326 | 03/31/2024 | Oxford Financial Group Ltd. | 4,176 | $326 | 12/31/2023 | USMV | 4,176 | $326 | 12/31/2023 | HTLF Bank | 3,871 | $324 | 03/31/2024 | USMV | 3,871 | $324 | 03/31/2024 | Peapack Gladstone Financial Corp | 4,150 | $324 | 12/31/2023 | USMV | 4,150 | $324 | 12/31/2023 | Holistic Planning LLC | 4,153 | $324 | 12/31/2023 | USMV | 4,153 | $324 | 12/31/2023 | Trademark Financial Management LLC | 4,145 | $323 | 12/31/2023 | USMV | 4,145 | $323 | 12/31/2023 | Creative Financial Designs Inc. ADV | 4,121 | $322 | 12/31/2023 | USMV | 4,121 | $322 | 12/31/2023 | Cedar Wealth Management LLC | 4,119 | $321 | 12/31/2023 | USMV | 4,119 | $321 | 12/31/2023 | Rowland & Co. Investment Counsel ADV | 3,832 | $320 | 03/31/2024 | USMV | 3,832 | $320 | 03/31/2024 | Secure Asset Management LLC | 4,065 | $317 | 12/31/2023 | USMV | 4,065 | $317 | 12/31/2023 | Aspire Private Capital LLC | 3,776 | $316 | 03/31/2024 | USMV | 3,776 | $316 | 03/31/2024 | Wilbanks Smith & Thomas Asset Management LLC | 4,049 | $316 | 12/31/2023 | USMV | 4,049 | $316 | 12/31/2023 | GenTrust LLC | 3,774 | $315 | 03/31/2024 | USMV | 3,774 | $315 | 03/31/2024 | Shayne & CO. LLC | 4,040 | $315 | 12/31/2023 | USMV | 4,040 | $315 | 12/31/2023 | DB Wealth Management Group LLC | 4,036 | $315 | 12/31/2023 | USMV | 4,036 | $315 | 12/31/2023 | Integrity Financial Corp WA | 4,031 | $315 | 12/31/2023 | USMV | 4,031 | $315 | 12/31/2023 | Clearview Wealth Advisors LLC | 3,740 | $313 | 03/31/2024 | USMV | 3,740 | $313 | 03/31/2024 | Parsons Capital Management Inc. RI | 3,737 | $312 | 03/31/2024 | USMV | 3,737 | $312 | 03/31/2024 | BSW Wealth Partners | 3,727 | $312 | 03/31/2024 | USMV | 3,727 | $312 | 03/31/2024 | Grove Bank & Trust | 4,000 | $312 | 12/31/2023 | USMV | 4,000 | $312 | 12/31/2023 | FCA Corp TX | 3,987 | $311 | 12/31/2023 | USMV | 3,987 | $311 | 12/31/2023 | Invst LLC | 3,871 | $310 | 12/31/2023 | USMV | 3,871 | $310 | 12/31/2023 | LexAurum Advisors LLC | 3,698 | $309 | 03/31/2024 | USMV | 3,698 | $309 | 03/31/2024 | Anchor Capital Advisors LLC | 3,950 | $308 | 12/31/2023 | USMV | 3,950 | $308 | 12/31/2023 | Sequoia Financial Advisors LLC | 3,947 | $308 | 12/31/2023 | USMV | 3,947 | $308 | 12/31/2023 | Ballentine Partners LLC | 3,662 | $306 | 03/31/2024 | USMV | 3,662 | $306 | 03/31/2024 | Register Financial Advisors LLC | 3,659 | $306 | 03/31/2024 | USMV | 3,659 | $306 | 03/31/2024 | JFS Wealth Advisors LLC | 3,913 | $305 | 12/31/2023 | USMV | 3,913 | $305 | 12/31/2023 | First National Trust Co | 3,884 | $303 | 12/31/2023 | USMV | 3,884 | $303 | 12/31/2023 | Tocqueville Asset Management L.P. | 3,861 | $301 | 12/31/2023 | USMV | 3,861 | $301 | 12/31/2023 | Merriman Wealth Management LLC | 3,859 | $301 | 12/31/2023 | USMV | 3,859 | $301 | 12/31/2023 | Westside Investment Management Inc. | 3,585 | $300 | 03/31/2024 | USMV | 3,585 | $300 | 03/31/2024 | Mountain Capital Investment Advisors Inc | 3,647 | $300 | 03/31/2024 | USMV | 3,647 | $300 | 03/31/2024 | InTrack Investment Management Inc | 3,585 | $300 | 03/31/2024 | USMV | 3,585 | $300 | 03/31/2024 | Clarity Financial LLC | 3,587 | $300 | 03/31/2024 | USMV | 3,587 | $300 | 03/31/2024 | O Shaughnessy Asset Management LLC | 3,850 | $300 | 12/31/2023 | USMV | 3,850 | $300 | 12/31/2023 | Astoria Portfolio Advisors LLC. | 3,742 | $299 | 03/31/2024 | USMV | 3,742 | $299 | 03/31/2024 | Ausdal Financial Partners Inc. | 3,538 | $296 | 03/31/2024 | USMV | 3,538 | $296 | 03/31/2024 | McElhenny Sheffield Capital Management LLC | 3,530 | $295 | 03/31/2024 | USMV | 3,530 | $295 | 03/31/2024 | Ledyard National Bank | 3,780 | $295 | 12/31/2023 | USMV | 3,780 | $295 | 12/31/2023 | Blue Zone Wealth Advisors LLC | 3,512 | $294 | 03/31/2024 | USMV | 3,512 | $294 | 03/31/2024 | Alan B. Lancz & Associates Inc. | 3,700 | $289 | 12/31/2023 | USMV | 3,700 | $289 | 12/31/2023 | ICA Group Wealth Management LLC | 3,703 | $289 | 12/31/2023 | USMV | 3,703 | $289 | 12/31/2023 | Colonial Trust Co SC | 3,706 | $289 | 12/31/2023 | USMV | 3,706 | $289 | 12/31/2023 | Rockwood Wealth Management LLC | 3,416 | $286 | 03/31/2024 | USMV | 3,416 | $286 | 03/31/2024 | Pacific Sun Financial Corp | 3,572 | $279 | 12/31/2023 | USMV | 3,572 | $279 | 12/31/2023 | New World Advisors LLC | 3,317 | $277 | 03/31/2024 | USMV | 3,317 | $277 | 03/31/2024 | Private Portfolio Partners LLC | 3,527 | $275 | 12/31/2023 | USMV | 3,527 | $275 | 12/31/2023 | Successful Portfolios LLC | 3,257 | $272 | 03/31/2024 | USMV | 3,257 | $272 | 03/31/2024 | Destination Wealth Management | 3,474 | $271 | 12/31/2023 | USMV | 3,474 | $271 | 12/31/2023 | Dana Investment Advisors Inc. | 3,461 | $270 | 12/31/2023 | USMV | 3,461 | $270 | 12/31/2023 | Front Row Advisors LLC | 3,458 | $270 | 12/31/2023 | USMV | 3,458 | $270 | 12/31/2023 | Rosenberg Matthew Hamilton | 3,226 | $269 | 03/31/2024 | USMV | 3,226 | $269 | 03/31/2024 | JSF Financial LLC | 3,441 | $269 | 12/31/2023 | USMV | 3,441 | $269 | 12/31/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,445 | $269 | 12/31/2023 | USMV | 3,445 | $269 | 12/31/2023 | Sandbox Financial Partners LLC | 3,211 | $268 | 03/31/2024 | USMV | 3,211 | $268 | 03/31/2024 | Burns J W & Co. Inc. NY | 3,200 | $267 | 03/31/2024 | USMV | 3,200 | $267 | 03/31/2024 | Appleton Partners Inc. MA | 3,178 | $266 | 03/31/2024 | USMV | 3,178 | $266 | 03/31/2024 | SeaCrest Wealth Management LLC | 3,179 | $266 | 03/31/2024 | USMV | 3,179 | $266 | 03/31/2024 | Castle Wealth Management LLC | 3,411 | $266 | 12/31/2023 | USMV | 3,411 | $266 | 12/31/2023 | Derbend Asset Management | 3,398 | $265 | 12/31/2023 | USMV | 3,398 | $265 | 12/31/2023 | Worth Financial Advisory Group LLC | 3,381 | $264 | 12/31/2023 | USMV | 3,381 | $264 | 12/31/2023 | S&T Bank | 3,375 | $263 | 12/31/2023 | USMV | 3,375 | $263 | 12/31/2023 | Erickson Financial Group LLC | 3,317 | $259 | 12/31/2023 | USMV | 3,317 | $259 | 12/31/2023 | Fluent Financial LLC | 3,084 | $258 | 03/31/2024 | USMV | 3,084 | $258 | 03/31/2024 | Lantz Financial LLC | 3,086 | $258 | 03/31/2024 | USMV | 3,086 | $258 | 03/31/2024 | Vicus Capital | 3,022 | $253 | 03/31/2024 | USMV | 3,022 | $253 | 03/31/2024 | Inspire Advisors LLC | 3,247 | $253 | 12/31/2023 | USMV | 3,247 | $253 | 12/31/2023 | Solidarilty Wealth LLC | 3,235 | $252 | 12/31/2023 | USMV | 3,235 | $252 | 12/31/2023 | Resurgent Financial Advisors LLC | 3,232 | $252 | 12/31/2023 | USMV | 3,232 | $252 | 12/31/2023 | Patten & Patten Inc. TN | 3,220 | $251 | 12/31/2023 | USMV | 3,220 | $251 | 12/31/2023 | Adamsbrown Wealth Consultants LLC | 3,220 | $251 | 12/31/2023 | USMV | 3,220 | $251 | 12/31/2023 | Xcel Wealth Management LLC | 2,981 | $249 | 03/31/2024 | USMV | 2,981 | $249 | 03/31/2024 | Family Wealth Group LLC | 3,188 | $249 | 12/31/2023 | USMV | 3,188 | $249 | 12/31/2023 | Weatherly Asset Management L. P. | 3,176 | $248 | 12/31/2023 | USMV | 3,176 | $248 | 12/31/2023 | KCM Investment Advisors LLC | 3,178 | $248 | 12/31/2023 | USMV | 3,178 | $248 | 12/31/2023 | WESCAP Management Group Inc. | 3,163 | $247 | 12/31/2023 | USMV | 3,163 | $247 | 12/31/2023 | Rain Capital Management LLC | 3,122 | $244 | 12/31/2023 | USMV | 3,122 | $244 | 12/31/2023 | NCM Capital Management LLC | 3,126 | $244 | 12/31/2023 | USMV | 3,126 | $244 | 12/31/2023 | Alamar Capital Management LLC | 3,114 | $243 | 12/31/2023 | USMV | 3,114 | $243 | 12/31/2023 | Essex Savings Bank | 3,107 | $242 | 03/31/2024 | USMV | 3,107 | $242 | 03/31/2024 | Twin Peaks Wealth Advisors LLC | 2,901 | $242 | 03/31/2024 | USMV | 2,901 | $242 | 03/31/2024 | Truepoint Inc. | 3,098 | $242 | 12/31/2023 | USMV | 3,098 | $242 | 12/31/2023 | BNP Paribas Arbitrage SA | 3,064 | $239 | 12/31/2023 | USMV | 3,064 | $239 | 12/31/2023 | Charter Oak Capital Management LLC | 2,844 | $238 | 03/31/2024 | USMV | 2,844 | $238 | 03/31/2024 | Aire Advisors LLC | 3,055 | $238 | 12/31/2023 | USMV | 3,055 | $238 | 12/31/2023 | Cypress Capital Group | 3,005 | $234 | 12/31/2023 | USMV | 3,005 | $234 | 12/31/2023 | Semmax Financial Advisors Inc. | 2,909 | $232 | 12/31/2023 | USMV | 2,909 | $232 | 12/31/2023 | Boston Trust Walden Corp | 2,767 | $231 | 03/31/2024 | USMV | 2,767 | $231 | 03/31/2024 | MTM Investment Management LLC | 2,764 | $231 | 03/31/2024 | USMV | 2,764 | $231 | 03/31/2024 | Carl P. Sherr & Co. LLC | 2,966 | $231 | 12/31/2023 | USMV | 2,966 | $231 | 12/31/2023 | Pinnacle Associates Ltd. | 2,952 | $230 | 12/31/2023 | USMV | 2,952 | $230 | 12/31/2023 | GSB Wealth Management LLC | 2,951 | $230 | 12/31/2023 | USMV | 2,951 | $230 | 12/31/2023 | Insight Advisors LLC PA | 2,953 | $230 | 12/31/2023 | USMV | 2,953 | $230 | 12/31/2023 | Raleigh Capital Management Inc. | 2,952 | $230 | 12/31/2023 | USMV | 2,952 | $230 | 12/31/2023 | Vision Capital Management Inc. | 2,908 | $227 | 12/31/2023 | USMV | 2,908 | $227 | 12/31/2023 | Private Client Services LLC | 2,906 | $227 | 12/31/2023 | USMV | 2,906 | $227 | 12/31/2023 | Midwest Heritage Bank FSB | 2,706 | $226 | 03/31/2024 | USMV | 2,706 | $226 | 03/31/2024 | Signature Estate & Investment Advisors LLC | 2,898 | $226 | 12/31/2023 | USMV | 2,898 | $226 | 12/31/2023 | Cutter & CO Brokerage Inc. | 2,890 | $226 | 12/31/2023 | USMV | 2,890 | $226 | 12/31/2023 | Horan Securities Inc. | 2,885 | $225 | 12/31/2023 | USMV | 2,885 | $225 | 12/31/2023 | Theory Financial LLC | 2,881 | $225 | 12/31/2023 | USMV | 2,881 | $225 | 12/31/2023 | Harbour Capital Advisors LLC | 2,700 | $224 | 03/31/2024 | USMV | 2,700 | $224 | 03/31/2024 | Main Street Financial Solutions LLC | 2,673 | $223 | 03/31/2024 | USMV | 2,673 | $223 | 03/31/2024 | Warren Averett Asset Management LLC | 2,850 | $222 | 12/31/2023 | USMV | 2,850 | $222 | 12/31/2023 | WJ Wealth Management LLC | 2,642 | $221 | 03/31/2024 | USMV | 2,642 | $221 | 03/31/2024 | Synovus Financial Corp | 2,835 | $221 | 12/31/2023 | USMV | 2,835 | $221 | 12/31/2023 | Beacon Capital Management LLC | 3,054 | $221 | 12/31/2023 | USMV | 3,054 | $221 | 12/31/2023 | U.S. Capital Wealth Advisors LLC | 2,815 | $220 | 12/31/2023 | USMV | 2,815 | $220 | 12/31/2023 | Proficio Capital Partners LLC | 2,800 | $218 | 12/31/2023 | USMV | 2,800 | $218 | 12/31/2023 | Lion Street Advisors LLC | 2,779 | $217 | 03/31/2024 | USMV | 2,779 | $217 | 03/31/2024 | Providence Capital Advisors LLC | 2,776 | $217 | 12/31/2023 | USMV | 2,776 | $217 | 12/31/2023 | Thrive Capital Management LLC | 2,787 | $217 | 12/31/2023 | USMV | 2,787 | $217 | 12/31/2023 | Kingdom Financial Group LLC. | 2,777 | $217 | 12/31/2023 | USMV | 2,777 | $217 | 12/31/2023 | HBW Advisory Services LLC | 2,773 | $216 | 03/31/2024 | USMV | 2,773 | $216 | 03/31/2024 | Courier Capital LLC | 2,570 | $215 | 03/31/2024 | USMV | 2,570 | $215 | 03/31/2024 | Bridgeworth LLC | 2,749 | $214 | 12/31/2023 | USMV | 2,749 | $214 | 12/31/2023 | Regent Peak Wealth Advisors LLC | 2,742 | $214 | 12/31/2023 | USMV | 2,742 | $214 | 12/31/2023 | Gryphon Financial Partners LLC | 2,734 | $213 | 12/31/2023 | USMV | 2,734 | $213 | 12/31/2023 | Monograph Wealth Advisors LLC | 2,723 | $212 | 12/31/2023 | USMV | 2,723 | $212 | 12/31/2023 | Optimist Retirement Group LLC | 2,712 | $212 | 12/31/2023 | USMV | 2,712 | $212 | 12/31/2023 | Clarity Capital Advisors LLC | 2,523 | $211 | 03/31/2024 | USMV | 2,523 | $211 | 03/31/2024 | Gilman Hill Asset Management LLC | 2,510 | $210 | 03/31/2024 | USMV | 2,510 | $210 | 03/31/2024 | Ameliora Wealth Management Ltd. | 2,500 | $209 | 03/31/2024 | USMV | 2,500 | $209 | 03/31/2024 | Opes Wealth Management LLC | 2,682 | $209 | 12/31/2023 | USMV | 2,682 | $209 | 12/31/2023 | Willner & Heller LLC | 2,675 | $209 | 12/31/2023 | USMV | 2,675 | $209 | 12/31/2023 | LVZ Advisors Inc. | 2,494 | $208 | 03/31/2024 | USMV | 2,494 | $208 | 03/31/2024 | Empower Advisory Group LLC | 2,647 | $207 | 12/31/2023 | USMV | 2,647 | $207 | 12/31/2023 | Foster Victor Wealth Advisors LLC | 2,609 | $205 | 12/31/2023 | USMV | 2,609 | $205 | 12/31/2023 | Beese Fulmer Investment Management Inc. | 2,442 | $204 | 03/31/2024 | USMV | 2,442 | $204 | 03/31/2024 | Shira Ridge Wealth Management | 2,436 | $204 | 03/31/2024 | USMV | 2,436 | $204 | 03/31/2024 | Putnam FL Investment Management Co. | 2,614 | $204 | 12/31/2023 | USMV | 2,614 | $204 | 12/31/2023 | WMS Partners LLC | 2,586 | $202 | 12/31/2023 | USMV | 2,586 | $202 | 12/31/2023 | BlueCrest Capital Management Ltd | 2,592 | $202 | 12/31/2023 | USMV | 2,592 | $202 | 12/31/2023 | Patton Fund Management Inc. | 2,593 | $202 | 12/31/2023 | USMV | 2,593 | $202 | 12/31/2023 | Bond & Devick Financial Network Inc. | 2,587 | $202 | 12/31/2023 | USMV | 2,587 | $202 | 12/31/2023 | Hengehold Capital Management LLC | 2,405 | $201 | 03/31/2024 | USMV | 2,405 | $201 | 03/31/2024 | Valeo Financial Advisors LLC | 2,469 | $201 | 03/31/2024 | USMV | 2,469 | $201 | 03/31/2024 | WASHINGTON TRUST Co | 2,369 | $198 | 03/31/2024 | USMV | 2,369 | $198 | 03/31/2024 | BOKF NA | 2,395 | $187 | 12/31/2023 | USMV | 2,395 | $187 | 12/31/2023 | Future Financial Wealth Managment LLC | 2,198 | $184 | 03/31/2024 | USMV | 2,198 | $184 | 03/31/2024 | Key Financial Inc | 2,295 | $179 | 12/31/2023 | USMV | 2,295 | $179 | 12/31/2023 | Tortoise Investment Management LLC | 2,283 | $178 | 12/31/2023 | USMV | 2,283 | $178 | 12/31/2023 | Salomon & Ludwin LLC | 2,431 | $176 | 12/31/2023 | USMV | 2,431 | $176 | 12/31/2023 | Global Wealth Strategies & Associates | 2,041 | $171 | 03/31/2024 | USMV | 2,041 | $171 | 03/31/2024 | Howe & Rusling Inc. | 2,180 | $170 | 12/31/2023 | USMV | 2,180 | $170 | 12/31/2023 | Team Financial Group LLC | 2,179 | $170 | 12/31/2023 | USMV | 2,179 | $170 | 12/31/2023 | Kayne Anderson Rudnick Investment Management LLC | 2,126 | $166 | 12/31/2023 | USMV | 2,126 | $166 | 12/31/2023 | Benjamin Edwards Inc. | 2,116 | $165 | 12/31/2023 | USMV | 2,116 | $165 | 12/31/2023 | Salem Investment Counselors Inc. | 1,953 | $163 | 03/31/2024 | USMV | 1,953 | $163 | 03/31/2024 | Smithfield Trust Co. | 2,073 | $160 | 12/31/2023 | USMV | 2,073 | $160 | 12/31/2023 | APCM Wealth Management for Individuals | 1,892 | $158 | 03/31/2024 | USMV | 1,892 | $158 | 03/31/2024 | Hazlett Burt & Watson Inc. | 2,002 | $156 | 12/31/2023 | USMV | 2,002 | $156 | 12/31/2023 | Aptus Capital Advisors LLC | 1,944 | $152 | 12/31/2023 | USMV | 1,944 | $152 | 12/31/2023 | EverSource Wealth Advisors LLC | 1,922 | $150 | 12/31/2023 | USMV | 1,922 | $150 | 12/31/2023 | NBT Bank N A NY | 1,742 | $148 | 03/31/2024 | USMV | 1,742 | $148 | 03/31/2024 | Anchor Investment Management LLC | 1,867 | $146 | 12/31/2023 | USMV | 1,867 | $146 | 12/31/2023 | Prestige Wealth Management Group LLC | 1,854 | $145 | 12/31/2023 | USMV | 1,854 | $145 | 12/31/2023 | Thompson Siegel & Walmsley LLC | 1,825 | $142 | 12/31/2023 | USMV | 1,825 | $142 | 12/31/2023 | GAMMA Investing LLC | 1,679 | $140 | 03/31/2024 | USMV | 1,679 | $140 | 03/31/2024 | Soundwatch Capital LLC | 1,797 | $140 | 12/31/2023 | USMV | 1,797 | $140 | 12/31/2023 | Stephens Consulting LLC | 1,646 | $138 | 03/31/2024 | USMV | 1,646 | $138 | 03/31/2024 | Optiver Holding B.V. | 1,758 | $137 | 12/31/2023 | USMV | 1,758 | $137 | 12/31/2023 | Sound Income Strategies LLC | 1,566 | $131 | 03/31/2024 | USMV | 1,566 | $131 | 03/31/2024 | Duncker Streett & Co. Inc. | 1,552 | $130 | 03/31/2024 | USMV | 1,552 | $130 | 03/31/2024 | Ogorek Anthony Joseph NY ADV | 1,659 | $129 | 12/31/2023 | USMV | 1,659 | $129 | 12/31/2023 | LGT Financial Advisors LLC | 1,634 | $128 | 12/31/2023 | USMV | 1,634 | $128 | 12/31/2023 | Wolff Wiese Magana LLC | 1,430 | $120 | 03/31/2024 | USMV | 1,430 | $120 | 03/31/2024 | Delta Asset Management LLC TN | 1,488 | $116 | 12/31/2023 | USMV | 1,488 | $116 | 12/31/2023 | Retirement Group LLC | 1,483 | $116 | 12/31/2023 | USMV | 1,483 | $116 | 12/31/2023 | Focused Wealth Management Inc | 1,472 | $115 | 12/31/2023 | USMV | 1,472 | $115 | 12/31/2023 | Syntax Research Inc. | 1,475 | $115 | 12/31/2023 | USMV | 1,475 | $115 | 12/31/2023 | ST Germain D J Co. Inc. | 1,336 | $112 | 03/31/2024 | USMV | 1,336 | $112 | 03/31/2024 | Tidemark LLC | 1,424 | $111 | 12/31/2023 | USMV | 1,424 | $111 | 12/31/2023 | Harbor Investment Advisory LLC | 1,309 | $109 | 03/31/2024 | USMV | 1,309 | $109 | 03/31/2024 | Coston McIsaac & Partners | 1,293 | $108 | 03/31/2024 | USMV | 1,293 | $108 | 03/31/2024 | Parkside Financial Bank & Trust | 1,377 | $107 | 12/31/2023 | USMV | 1,377 | $107 | 12/31/2023 | Cornerstone Planning Group LLC | 1,299 | $101 | 12/31/2023 | USMV | 1,299 | $101 | 12/31/2023 | Washington Trust Advisors Inc. | 1,300 | $101 | 12/31/2023 | USMV | 1,300 | $101 | 12/31/2023 | Signature Resources Capital Management LLC | 1,259 | $98 | 03/31/2024 | USMV | 1,259 | $98 | 03/31/2024 | Western Pacific Wealth Management LP | 1,250 | $98 | 12/31/2023 | USMV | 1,250 | $98 | 12/31/2023 | Bfsg LLC | 1,150 | $96 | 03/31/2024 | USMV | 1,150 | $96 | 03/31/2024 | Mine & Arao Wealth Creation & Management LLC. | 1,204 | $94 | 12/31/2023 | USMV | 1,204 | $94 | 12/31/2023 | Main Street Group LTD | 1,186 | $93 | 12/31/2023 | USMV | 1,186 | $93 | 12/31/2023 | Global Trust Asset Management LLC | 1,095 | $92 | 03/31/2024 | USMV | 1,095 | $92 | 03/31/2024 | Baldwin Brothers Inc. MA | 1,089 | $91 | 03/31/2024 | USMV | 1,089 | $91 | 03/31/2024 | Angeles Wealth Management LLC | 1,126 | $88 | 12/31/2023 | USMV | 1,126 | $88 | 12/31/2023 | Coppell Advisory Solutions LLC | 1,115 | $87 | 12/31/2023 | USMV | 1,115 | $87 | 12/31/2023 | Bangor Savings Bank | 1,007 | $84 | 03/31/2024 | USMV | 1,007 | $84 | 03/31/2024 | Macroview Investment Management LLC | 1,079 | $84 | 12/31/2023 | USMV | 1,079 | $84 | 12/31/2023 | Woodmont Investment Counsel LLC | 966 | $81 | 03/31/2024 | USMV | 966 | $81 | 03/31/2024 | Oakworth Capital Inc. | 969 | $81 | 03/31/2024 | USMV | 969 | $81 | 03/31/2024 | Larson Financial Group LLC | 1,025 | $80 | 12/31/2023 | USMV | 1,025 | $80 | 12/31/2023 | Cassady Schiller Wealth Management LLC | 996 | $78 | 12/31/2023 | USMV | 996 | $78 | 12/31/2023 | Stuart Chaussee & Associates Inc. | 946 | $74 | 12/31/2023 | USMV | 946 | $74 | 12/31/2023 | VisionPoint Advisory Group LLC | 909 | $71 | 12/31/2023 | USMV | 909 | $71 | 12/31/2023 | Sumitomo Mitsui Financial Group Inc. | 903 | $70 | 12/31/2023 | USMV | 903 | $70 | 12/31/2023 | Indiana Trust & Investment Management CO | 811 | $68 | 03/31/2024 | USMV | 811 | $68 | 03/31/2024 | Financial Perspectives Inc | 808 | $67 | 03/31/2024 | USMV | 808 | $67 | 03/31/2024 | JNBA Financial Advisors | 850 | $66 | 12/31/2023 | USMV | 850 | $66 | 12/31/2023 | Jackson Hole Capital Partners LLC | 834 | $65 | 12/31/2023 | USMV | 834 | $65 | 12/31/2023 | Lindbrook Capital LLC | 749 | $63 | 03/31/2024 | USMV | 749 | $63 | 03/31/2024 | Planned Solutions Inc. | 809 | $63 | 12/31/2023 | USMV | 809 | $63 | 12/31/2023 | Harvest Investment Services LLC | 778 | $61 | 12/31/2023 | USMV | 778 | $61 | 12/31/2023 | Cape Investment Advisory Inc. | 788 | $61 | 12/31/2023 | USMV | 788 | $61 | 12/31/2023 | Compass Wealth Management LLC | 700 | $59 | 03/31/2024 | USMV | 700 | $59 | 03/31/2024 | Rockbridge Investment Management LCC | 757 | $59 | 12/31/2023 | USMV | 757 | $59 | 12/31/2023 | Union Savings Bank | 740 | $58 | 12/31/2023 | USMV | 740 | $58 | 12/31/2023 | Vima LLC | 745 | $58 | 12/31/2023 | USMV | 745 | $58 | 12/31/2023 | Sandy Spring Bank | 734 | $57 | 12/31/2023 | USMV | 734 | $57 | 12/31/2023 | Guardian Wealth Advisors LLC NC | 704 | $55 | 12/31/2023 | USMV | 704 | $55 | 12/31/2023 | Hexagon Capital Partners LLC | 629 | $53 | 03/31/2024 | USMV | 629 | $53 | 03/31/2024 | FinTrust Capital Advisors LLC | 662 | $52 | 12/31/2023 | USMV | 662 | $52 | 12/31/2023 | Live Oak Investment Partners | 605 | $47 | 12/31/2023 | USMV | 605 | $47 | 12/31/2023 | Aspect Partners LLC | 604 | $47 | 12/31/2023 | USMV | 604 | $47 | 12/31/2023 | Caldwell Sutter Capital Inc. | 529 | $44 | 03/31/2024 | USMV | 529 | $44 | 03/31/2024 | Oliver Lagore Vanvalin Investment Group | 564 | $44 | 12/31/2023 | USMV | 564 | $44 | 12/31/2023 | O Dell Group LLC | 529 | $41 | 12/31/2023 | USMV | 529 | $41 | 12/31/2023 | Element Wealth LLC | 524 | $41 | 12/31/2023 | USMV | 524 | $41 | 12/31/2023 | Financial Freedom LLC | 478 | $40 | 03/31/2024 | USMV | 478 | $40 | 03/31/2024 | The Manufacturers Life Insurance Company | 509 | $40 | 12/31/2023 | USMV | 509 | $40 | 12/31/2023 | Citizens National Bank Trust Department | 500 | $39 | 12/31/2023 | USMV | 500 | $39 | 12/31/2023 | SYM FINANCIAL Corp | 486 | $38 | 12/31/2023 | USMV | 486 | $38 | 12/31/2023 | Castleview Partners LLC | 482 | $38 | 12/31/2023 | USMV | 482 | $38 | 12/31/2023 | Valley National Advisers Inc. | 454 | $37 | 03/31/2024 | USMV | 454 | $37 | 03/31/2024 | M&R Capital Management Inc. | 430 | $36 | 03/31/2024 | USMV | 430 | $36 | 03/31/2024 | Luken Investment Analytics LLC | 425 | $36 | 03/31/2024 | USMV | 425 | $36 | 03/31/2024 | BOK Financial Private Wealth Inc. | 450 | $35 | 12/31/2023 | USMV | 450 | $35 | 12/31/2023 | SJS Investment Consulting Inc. | 387 | $32 | 03/31/2024 | USMV | 387 | $32 | 03/31/2024 | First Personal Financial Services | 400 | $31 | 12/31/2023 | USMV | 400 | $31 | 12/31/2023 | Eagle Bay Advisors LLC | 400 | $31 | 12/31/2023 | USMV | 400 | $31 | 12/31/2023 | JDM Financial Group LLC | 383 | $30 | 12/31/2023 | USMV | 383 | $30 | 12/31/2023 | Clear Investment Research LLC | 365 | $29 | 12/31/2023 | USMV | 365 | $29 | 12/31/2023 | Missouri Trust & Investment Co | 373 | $29 | 12/31/2023 | USMV | 373 | $29 | 12/31/2023 | Horrell Capital Management Inc. | 340 | $28 | 03/31/2024 | USMV | 340 | $28 | 03/31/2024 | Newbridge Financial Services Group Inc. | 339 | $28 | 03/31/2024 | USMV | 339 | $28 | 03/31/2024 | Arlington Trust Co LLC | 339 | $28 | 03/31/2024 | USMV | 339 | $28 | 03/31/2024 | Iron Horse Wealth Management LLC | 329 | $27 | 03/31/2024 | USMV | 329 | $27 | 03/31/2024 | Keener Financial Planning LLC | 332 | $26 | 12/31/2023 | USMV | 332 | $26 | 12/31/2023 | Massmutual Trust Co. FSB ADV | 300 | $25 | 03/31/2024 | USMV | 300 | $25 | 03/31/2024 | MCF Advisors LLC | 300 | $25 | 03/31/2024 | USMV | 300 | $25 | 03/31/2024 | Annapolis Financial Services LLC | 290 | $24 | 03/31/2024 | USMV | 290 | $24 | 03/31/2024 | Atticus Wealth Management LLC | 260 | $22 | 03/31/2024 | USMV | 260 | $22 | 03/31/2024 | McIlrath & Eck LLC | 274 | $21 | 12/31/2023 | USMV | 274 | $21 | 12/31/2023 | Fairman Group LLC | 265 | $21 | 12/31/2023 | USMV | 265 | $21 | 12/31/2023 | Natixis | 261 | $20 | 12/31/2023 | USMV | 261 | $20 | 12/31/2023 | Moisand Fitzgerald Tamayo LLC | 225 | $19 | 03/31/2024 | USMV | 225 | $19 | 03/31/2024 | Mark Sheptoff Financial Planning LLC | 247 | $19 | 12/31/2023 | USMV | 247 | $19 | 12/31/2023 | Carolinas Wealth Consulting LLC | 234 | $18 | 12/31/2023 | USMV | 234 | $18 | 12/31/2023 | Acima Private Wealth LLC | 220 | $17 | 12/31/2023 | USMV | 220 | $17 | 12/31/2023 | Nordwand Advisors LLC | 208 | $16 | 12/31/2023 | USMV | 208 | $16 | 12/31/2023 | Albion Financial Group UT | 185 | $15 | 03/31/2024 | USMV | 185 | $15 | 03/31/2024 | Bogart Wealth LLC | 179 | $15 | 03/31/2024 | USMV | 179 | $15 | 03/31/2024 | First Manhattan Co. | 188 | $15 | 12/31/2023 | USMV | 188 | $15 | 12/31/2023 | Caitlin John LLC | 189 | $15 | 12/31/2023 | USMV | 189 | $15 | 12/31/2023 | Contravisory Investment Management Inc. | 170 | $14 | 03/31/2024 | USMV | 170 | $14 | 03/31/2024 | Ritter Daniher Financial Advisory LLC DE | 184 | $14 | 12/31/2023 | USMV | 184 | $14 | 12/31/2023 | Venturi Wealth Management LLC | 158 | $13 | 03/31/2024 | USMV | 158 | $13 | 03/31/2024 | Legend Financial Advisors Inc. | 156 | $13 | 03/31/2024 | USMV | 156 | $13 | 03/31/2024 | Crewe Advisors LLC | 171 | $13 | 12/31/2023 | USMV | 171 | $13 | 12/31/2023 | Avion Wealth | 161 | $13 | 12/31/2023 | USMV | 161 | $13 | 12/31/2023 | Delos Wealth Advisors LLC | 169 | $13 | 12/31/2023 | USMV | 169 | $13 | 12/31/2023 | Jones Financial Companies Lllp | 150 | $12 | 12/31/2023 | USMV | 150 | $12 | 12/31/2023 | Garner Asset Management Corp | 145 | $12 | 12/31/2023 | USMV | 145 | $12 | 12/31/2023 | Coastal Investment Advisors Inc. | 133 | $11 | 03/31/2024 | USMV | 133 | $11 | 03/31/2024 | CGC Financial Services LLC | 135 | $11 | 03/31/2024 | USMV | 135 | $11 | 03/31/2024 | Transamerica Financial Advisors Inc. | 141 | $11 | 12/31/2023 | USMV | 141 | $11 | 12/31/2023 | New Millennium Group LLC | 137 | $11 | 12/31/2023 | USMV | 137 | $11 | 12/31/2023 | Foster Dykema Cabot & Partners LLC | 143 | $11 | 12/31/2023 | USMV | 143 | $11 | 12/31/2023 | Blue Bell Private Wealth Management LLC | 125 | $10 | 03/31/2024 | USMV | 125 | $10 | 03/31/2024 | EPG Wealth Management LLC | 125 | $10 | 12/31/2023 | USMV | 125 | $10 | 12/31/2023 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 114 | $9 | 03/31/2024 | USMV | 114 | $9 | 03/31/2024 | PFS Partners LLC | 109 | $9 | 03/31/2024 | USMV | 109 | $9 | 03/31/2024 | Richard Bernstein Advisors LLC | 100 | $8 | 12/31/2023 | USMV | 100 | $8 | 12/31/2023 | VitalStone Financial LLC | 101 | $8 | 12/31/2023 | USMV | 101 | $8 | 12/31/2023 | AllSquare Wealth Management LLC | 88 | $7 | 12/31/2023 | USMV | 88 | $7 | 12/31/2023 | Family Asset Management LLC | 88 | $7 | 12/31/2023 | USMV | 88 | $7 | 12/31/2023 | City State Bank | 71 | $6 | 03/31/2024 | USMV | 71 | $6 | 03/31/2024 | Tucker Asset Management LLC | 83 | $6 | 12/31/2023 | USMV | 83 | $6 | 12/31/2023 | Kiely Wealth Advisory Group Inc. | 71 | $6 | 12/31/2023 | USMV | 71 | $6 | 12/31/2023 | Cutler Group LP | | $5 | 03/31/2024 | Call | 1,500 | $5 | 03/31/2024 | Bay Harbor Wealth Management LLC | 64 | $5 | 03/31/2024 | USMV | 64 | $5 | 03/31/2024 | DHJJ Financial Advisors Ltd. | 61 | $5 | 03/31/2024 | USMV | 61 | $5 | 03/31/2024 | American Capital Advisory LLC | 65 | $5 | 12/31/2023 | USMV | 65 | $5 | 12/31/2023 | JJJ Advisors Inc. | 43 | $4 | 03/31/2024 | USMV | 43 | $4 | 03/31/2024 | Northwest Capital Management Inc | 43 | $4 | 03/31/2024 | USMV | 43 | $4 | 03/31/2024 | Motco | 53 | $4 | 12/31/2023 | USMV | 53 | $4 | 12/31/2023 | Plante Moran Financial Advisors LLC | 47 | $4 | 12/31/2023 | USMV | 47 | $4 | 12/31/2023 | Dunhill Financial LLC | 50 | $4 | 12/31/2023 | USMV | 50 | $4 | 12/31/2023 | First United Bank Trust | 40 | $3 | 12/31/2023 | USMV | 40 | $3 | 12/31/2023 | Institutional & Family Asset Management LLC | 33 | $3 | 12/31/2023 | USMV | 33 | $3 | 12/31/2023 | Investors Research Corp | 41 | $3 | 12/31/2023 | USMV | 41 | $3 | 12/31/2023 | Lee Financial Co | 28 | $2 | 12/31/2023 | USMV | 28 | $2 | 12/31/2023 | Fortis Advisors LLC | 20 | $2 | 12/31/2023 | USMV | 20 | $2 | 12/31/2023 | Phillips Financial Management LLC | 8 | $1 | 03/31/2024 | USMV | 8 | $1 | 03/31/2024 | First Pacific Financial | 9 | $1 | 03/31/2024 | USMV | 9 | $1 | 03/31/2024 | Pittenger & Anderson Inc. | 17 | $1 | 12/31/2023 | USMV | 17 | $1 | 12/31/2023 | Riggs Asset Managment Co. Inc. | 7 | $1 | 12/31/2023 | USMV | 7 | $1 | 12/31/2023 | Russell Investments Group Ltd. | 7 | $1 | 12/31/2023 | USMV | 7 | $1 | 12/31/2023 | First Command Advisory Services Inc. | 7 | $1 | 12/31/2023 | USMV | 7 | $1 | 12/31/2023 | Ables Iannone Moore & Associates Inc. | 10 | $1 | 12/31/2023 | USMV | 10 | $1 | 12/31/2023 | Gradient Investments LLC | 1 | $0 | 03/31/2024 | USMV | 1 | $0 | 03/31/2024 | Cullen Frost Bankers Inc. | 1 | $0 | 12/31/2023 | USMV | 1 | $0 | 12/31/2023 | Sanctuary Wealth Management L.L.C. | 4 | $0 | 12/31/2023 | USMV | 4 | $0 | 12/31/2023 | HBC Financial Services PLLC | 4 | $0 | 12/31/2023 | USMV | 4 | $0 | 12/31/2023 | Mendel Money Management | 5,095 | $-397,563 | 12/31/2023 | Put | 5,095 | $397,563 | 12/31/2023 |
See Summary: Institutional Holders of USMV
See Details: Top 10 Hedge Funds Holding USMV
Also See: USMV Holdings Changes
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