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|
|
This page summarizes the USMV holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether USMV is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing USMV Share Count |
|---|
| American Capital Advisory LLC |
65 |
1,251 |
+1,186 |
+1824.62% |
| CENTRAL TRUST Co |
641 |
7,514 |
+6,873 |
+1072.23% |
| BNP Paribas Arbitrage SA |
3,064 |
20,190 |
+17,126 |
+558.94% |
| Indiana Trust & Investment Management CO |
170 |
811 |
+641 |
+377.06% |
| Founders Financial Securities LLC |
26,410 |
105,182 |
+78,772 |
+298.27% |
| Ascent Wealth Partners LLC |
5,388 |
20,618 |
+15,230 |
+282.67% |
| Global Trust Asset Management LLC |
345 |
1,095 |
+750 |
+217.39% |
| Fidelis Capital Partners LLC |
13,939 |
43,949 |
+30,010 |
+215.30% |
| Townsend Asset Management Corp NC ADV |
7,014 |
20,649 |
+13,635 |
+194.40% |
| Sigma Planning Corp |
68,405 |
159,730 |
+91,325 |
+133.51% |
| Advisor Resource Council |
6,066 |
13,972 |
+7,906 |
+130.33% |
| Summit Trail Advisors LLC |
14,885 |
28,793 |
+13,908 |
+93.44% |
| Cary Street Partners Investment Advisory LLC |
11,141 |
21,535 |
+10,394 |
+93.30% |
| Simplicity Wealth LLC |
8,378 |
15,683 |
+7,305 |
+87.19% |
| Summit Global Investments |
83,350 |
152,996 |
+69,646 |
+83.56% |
| Empower Advisory Group LLC |
2,647 |
4,362 |
+1,715 |
+64.79% |
| Fifth Third Wealth Advisors LLC |
3,308 |
5,418 |
+2,110 |
+63.78% |
| PFG Investments LLC |
24,703 |
39,900 |
+15,197 |
+61.52% |
| Financial Perspectives Inc |
538 |
808 |
+270 |
+50.19% |
| Flagship Private Wealth LLC |
72,591 |
108,194 |
+35,603 |
+49.05% |
| JFS Wealth Advisors LLC |
3,913 |
5,647 |
+1,734 |
+44.31% |
| Capstone Investment Advisors LLC |
622,029 |
860,729 |
+238,700 |
+38.37% |
| Wealth Enhancement Advisory Services LLC |
2,414,925 |
3,170,418 |
+755,493 |
+31.28% |
| Salem Investment Counselors Inc. |
1,497 |
1,953 |
+456 |
+30.46% |
| Atlas Brown Inc. |
3,815 |
4,940 |
+1,125 |
+29.49% |
| Independence Bank of Kentucky |
3,985 |
5,127 |
+1,142 |
+28.66% |
| Cutter & CO Brokerage Inc. |
2,890 |
3,703 |
+813 |
+28.13% |
| Sound Income Strategies LLC |
1,267 |
1,566 |
+299 |
+23.60% |
| Sequoia Financial Advisors LLC |
3,947 |
4,861 |
+914 |
+23.16% |
| Regions Financial Corp |
5,263 |
6,353 |
+1,090 |
+20.71% |
| CVA Family Office LLC |
3,609 |
4,336 |
+727 |
+20.14% |
| Brown Advisory Inc. |
16,622 |
19,737 |
+3,115 |
+18.74% |
| RWM Asset Management LLC |
10,034 |
11,909 |
+1,875 |
+18.69% |
| Jmac Enterprises LLC |
74,610 |
88,218 |
+13,608 |
+18.24% |
| Soltis Investment Advisors LLC |
9,285 |
10,940 |
+1,655 |
+17.82% |
| Clear Investment Research LLC |
365 |
430 |
+65 |
+17.81% |
| Natixis Advisors L.P. |
12,030 |
13,939 |
+1,909 |
+15.87% |
| HB Wealth Management LLC |
19,795 |
22,773 |
+2,978 |
+15.04% |
| Horan Securities Inc. |
2,885 |
3,304 |
+419 |
+14.52% |
| Claro Advisors LLC |
5,447 |
6,227 |
+780 |
+14.32% |
| Summit Financial LLC |
8,230 |
9,350 |
+1,120 |
+13.61% |
| Arkfeld Wealth Strategies L.L.C. |
4,247 |
4,806 |
+559 |
+13.16% |
| Pallas Capital Advisors LLC |
31,798 |
35,923 |
+4,125 |
+12.97% |
| Papp L Roy & Associates |
69,615 |
78,545 |
+8,930 |
+12.83% |
| Blue Bell Private Wealth Management LLC |
112 |
125 |
+13 |
+11.61% |
| Spectrum Asset Management Inc. NB CA |
105,412 |
116,765 |
+11,353 |
+10.77% |
| Carr Financial Group Corp |
25,983 |
28,711 |
+2,728 |
+10.50% |
| Capital Planning LLC |
104,456 |
115,202 |
+10,746 |
+10.29% |
| HTLF Bank |
3,525 |
3,871 |
+346 |
+9.82% |
| Signature Securities Group Corporation |
5,687 |
6,211 |
+524 |
+9.21% |
| ETF Store Inc. |
69,094 |
75,198 |
+6,104 |
+8.83% |
| J.W. Cole Advisors Inc. |
78,403 |
84,514 |
+6,111 |
+7.79% |
| Signal Advisors Wealth LLC |
17,984 |
19,367 |
+1,383 |
+7.69% |
| Foster Group Inc. |
34,173 |
36,476 |
+2,303 |
+6.74% |
| Andina Capital Management LLC |
17,337 |
18,503 |
+1,166 |
+6.73% |
| Allworth Financial LP |
65,748 |
70,073 |
+4,325 |
+6.58% |
| Almanack Investment Partners LLC. |
20,414 |
21,633 |
+1,219 |
+5.97% |
| Moloney Securities Asset Management LLC |
72,081 |
76,168 |
+4,087 |
+5.67% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
13,546 |
14,312 |
+766 |
+5.65% |
| Fermata Advisors LLC |
5,914 |
6,239 |
+325 |
+5.50% |
| Dravo Bay LLC |
13,583 |
14,324 |
+741 |
+5.46% |
| Cox Capital Mgt LLC |
5,796 |
6,109 |
+313 |
+5.40% |
| Berkshire Bank |
60,976 |
64,258 |
+3,282 |
+5.38% |
| Bangor Savings Bank |
957 |
1,007 |
+50 |
+5.22% |
| Benjamin Edwards Inc. |
2,116 |
2,224 |
+108 |
+5.10% |
| Garrett Investment Advisors LLC |
36,108 |
37,945 |
+1,837 |
+5.09% |
| Raymond James Trust N.A. |
216,850 |
227,490 |
+10,640 |
+4.91% |
| Forthright Family Wealth Advisory LLC |
20,844 |
21,798 |
+954 |
+4.58% |
| Alaska Permanent Fund Corp |
3,780,282 |
3,947,820 |
+167,538 |
+4.43% |
| New Century Financial Group LLC |
14,500 |
15,131 |
+631 |
+4.35% |
| Kennedy Investment Group |
51,555 |
53,749 |
+2,194 |
+4.26% |
| Sage Capital Advisors llc |
5,011 |
5,208 |
+197 |
+3.93% |
| Center For Asset Management LLC |
15,974 |
16,538 |
+564 |
+3.53% |
| Main Street Financial Solutions LLC |
2,587 |
2,673 |
+86 |
+3.32% |
| Sandbox Financial Partners LLC |
3,115 |
3,211 |
+96 |
+3.08% |
| Emerald Advisors LLC |
34,106 |
35,149 |
+1,043 |
+3.06% |
| LGT Financial Advisors LLC |
1,634 |
1,678 |
+44 |
+2.69% |
| Grove Bank & Trust |
4,000 |
4,106 |
+106 |
+2.65% |
| ADE LLC |
103,392 |
106,131 |
+2,739 |
+2.65% |
| Money Concepts Capital Corp |
112,587 |
115,548 |
+2,961 |
+2.63% |
| Strategic Investment Advisors MI |
15,671 |
16,081 |
+410 |
+2.62% |
| Patriot Investment Management Inc. |
28,284 |
28,996 |
+712 |
+2.52% |
| Congress Wealth Management LLC DE |
6,335 |
6,462 |
+127 |
+2.00% |
| Apollon Financial LLC |
60,539 |
61,697 |
+1,158 |
+1.91% |
| Pacific Sun Financial Corp |
3,572 |
3,637 |
+65 |
+1.82% |
| Dakota Wealth Management |
192,825 |
196,270 |
+3,445 |
+1.79% |
| Trinity Wealth Management LLC |
153,070 |
155,746 |
+2,676 |
+1.75% |
| Blue Zone Wealth Advisors LLC |
3,452 |
3,512 |
+60 |
+1.74% |
| MA Private Wealth |
270,131 |
274,510 |
+4,379 |
+1.62% |
| Barrett & Company Inc. |
128,361 |
130,374 |
+2,013 |
+1.57% |
| Wealth Management Resources Inc. |
182,692 |
185,496 |
+2,804 |
+1.53% |
| Kwmg LLC |
114,798 |
116,174 |
+1,376 |
+1.20% |
| Essex Financial Services Inc. |
77,207 |
78,045 |
+838 |
+1.09% |
| RSM US Wealth Management LLC |
285,636 |
288,587 |
+2,951 |
+1.03% |
| Clarity Financial LLC |
3,551 |
3,587 |
+36 |
+1.01% |
| Harbor Investment Advisory LLC |
1,296 |
1,309 |
+13 |
+1.00% |
| Yeomans Consulting Group Inc. |
35,912 |
36,267 |
+355 |
+0.99% |
| Leonard Rickey Investment Advisors P.L.L.C. |
171,049 |
172,715 |
+1,666 |
+0.97% |
| PFS Partners LLC |
108 |
109 |
+1 |
+0.93% |
| Anderson Hoagland & Co. |
139,340 |
140,610 |
+1,270 |
+0.91% |
| Oxinas Partners Wealth Management LLC |
10,537 |
10,630 |
+93 |
+0.88% |
| Patten Group Inc. |
6,406 |
6,461 |
+55 |
+0.86% |
| Cornerstone Wealth Management LLC |
257,902 |
259,689 |
+1,787 |
+0.69% |
| Yarger Wealth Strategies LLC |
13,832 |
13,919 |
+87 |
+0.63% |
| Cordatus Wealth Management LLC |
51,927 |
52,236 |
+309 |
+0.60% |
| Columbus Macro LLC |
16,674 |
16,772 |
+98 |
+0.59% |
| Financial Advocates Investment Management |
99,911 |
100,485 |
+574 |
+0.57% |
| Insight Wealth Strategies LLC |
293,965 |
295,494 |
+1,529 |
+0.52% |
| Kathmere Capital Management LLC |
11,520 |
11,574 |
+54 |
+0.47% |
| Macroview Investment Management LLC |
1,079 |
1,084 |
+5 |
+0.46% |
| C2C Wealth Management LLC |
10,915 |
10,965 |
+50 |
+0.46% |
| Financial Freedom LLC |
476 |
478 |
+2 |
+0.42% |
| Lee Financial Group Hawaii Inc. |
7,770 |
7,802 |
+32 |
+0.41% |
| Professional Financial Advisors LLC |
5,650 |
5,671 |
+21 |
+0.37% |
| Investment Advisory Group LLC |
70,236 |
70,493 |
+257 |
+0.37% |
| White Pine Investment CO |
152,434 |
152,979 |
+545 |
+0.36% |
| MCF Advisors LLC |
299 |
300 |
+1 |
+0.33% |
| Muirfield Wealth Advisors LLC |
39,929 |
40,061 |
+132 |
+0.33% |
| Shepherd Financial Partners LLC |
24,025 |
24,100 |
+75 |
+0.31% |
| Sinecera Capital LLC |
6,036 |
6,054 |
+18 |
+0.30% |
| Avaii Wealth Management LLC |
11,434 |
11,466 |
+32 |
+0.28% |
| Retirement Group LLC |
1,483 |
1,487 |
+4 |
+0.27% |
| WealthBridge Capital Management LLC |
45,920 |
46,042 |
+122 |
+0.27% |
| Hazlett Burt & Watson Inc. |
2,002 |
2,007 |
+5 |
+0.25% |
| Lodestone Wealth Management LLC |
4,238 |
4,246 |
+8 |
+0.19% |
| Nova R Wealth Inc. |
14,154 |
14,176 |
+22 |
+0.16% |
| Wagner Wealth Management LLC |
8,050 |
8,061 |
+11 |
+0.14% |
| Fragasso Group Inc. |
548,348 |
548,948 |
+600 |
+0.11% |
| SlateStone Wealth LLC |
4,718 |
4,723 |
+5 |
+0.11% |
| Miracle Mile Advisors LLC |
33,808 |
33,829 |
+21 |
+0.06% |
| Tennessee Valley Asset Management Partners |
8,380 |
8,385 |
+5 |
+0.06% |
| Stephens Consulting LLC |
1,645 |
1,646 |
+1 |
+0.06% |
| PDS Planning Inc |
7,486 |
7,490 |
+4 |
+0.05% |
| Investment Partners LTD. |
43,009 |
43,016 |
+7 |
+0.02% |
| Brickley Wealth Management |
109,431 |
109,457 |
+26 |
+0.02% |
| Sugarloaf Wealth Management LLC |
28,915 |
28,918 |
+3 |
+0.01% |
| 13F Filers Reporting New Positions In USMV |
|---|
| Beese Fulmer Investment Management Inc. |
0 |
2,442 |
+2,442 |
+100% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
0 |
114 |
+114 |
+100% |
| Hartline Investment Corp |
0 |
14,312 |
+14,312 |
+100% |
| Albion Financial Group UT |
0 |
185 |
+185 |
+100% |
| Bourgeon Capital Management LLC |
0 |
3,900 |
+3,900 |
+100% |
| Woodmont Investment Counsel LLC |
0 |
966 |
+966 |
+100% |
| Ballentine Partners LLC |
0 |
3,662 |
+3,662 |
+100% |
| YHB Investment Advisors Inc. |
0 |
640 |
+640 |
+100% |
| BSW Wealth Partners |
0 |
3,727 |
+3,727 |
+100% |
| Hengehold Capital Management LLC |
0 |
2,405 |
+2,405 |
+100% |
| Gilman Hill Asset Management LLC |
0 |
2,510 |
+2,510 |
+100% |
| LVZ Advisors Inc. |
0 |
2,494 |
+2,494 |
+100% |
| Mendel Money Management |
0 |
5,144 |
+5,144 |
+100% |
| Teamwork Financial Advisors LLC |
0 |
4,600 |
+4,600 |
+100% |
| Connecticut Wealth Management LLC |
0 |
4,881 |
+4,881 |
+100% |
| First Bank & Trust |
0 |
5,873 |
+5,873 |
+100% |
| SpiderRock Advisors LLC |
0 |
2,667 |
+2,667 |
+100% |
| SeaCrest Wealth Management LLC |
0 |
3,179 |
+3,179 |
+100% |
| Requisite Capital Management LLC |
0 |
7,091 |
+7,091 |
+100% |
| New World Advisors LLC |
0 |
3,317 |
+3,317 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
133 |
+133 |
+100% |
| Xcel Wealth Management LLC |
0 |
2,981 |
+2,981 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
2,198 |
+2,198 |
+100% |
| Veriti Management LLC |
0 |
10,207 |
+10,207 |
+100% |
| SJS Investment Consulting Inc. |
0 |
387 |
+387 |
+100% |
| Graham Capital Wealth Management LLC |
0 |
37,083 |
+37,083 |
+100% |
| Eagle Strategies LLC |
0 |
16,769 |
+16,769 |
+100% |
| City State Bank |
0 |
71 |
+71 |
+100% |
| Global Assets Advisory LLC |
0 |
80,365 |
+80,365 |
+100% |
| Naples Money Management LLC |
0 |
491 |
+491 |
+100% |
| Focus Financial Network Inc. |
0 |
43,517 |
+43,517 |
+100% |
| Clarity Capital Advisors LLC |
0 |
2,523 |
+2,523 |
+100% |
| Planning Capital Management Corp |
0 |
54 |
+54 |
+100% |
| M3 Advisory Group LLC |
0 |
5,168 |
+5,168 |
+100% |
| Foguth Wealth Management LLC. |
0 |
7,876 |
+7,876 |
+100% |
| Central Pacific Bank Trust Division |
0 |
11,118 |
+11,118 |
+100% |
| Diversify Advisory Services LLC |
0 |
60,004 |
+60,004 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Rowland & Co. Investment Counsel ADV |
3,832 |
3,832 |
UNCH |
0.00% |
| Valley National Advisers Inc. |
454 |
454 |
UNCH |
0.00% |
| Courier Capital LLC |
2,570 |
2,570 |
UNCH |
0.00% |
| Parsons Capital Management Inc. RI |
3,737 |
3,737 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
1,552 |
1,552 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
1,089 |
1,089 |
UNCH |
0.00% |
| Pittenger & Anderson Inc. |
17 |
17 |
UNCH |
0.00% |
| Burns J W & Co. Inc. NY |
3,200 |
3,200 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
430 |
430 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
2,369 |
2,369 |
UNCH |
0.00% |
| Whittier Trust Co. |
14,411 |
14,411 |
UNCH |
0.00% |
| First United Bank Trust |
40 |
40 |
UNCH |
0.00% |
| Whittier Trust Co. of Nevada Inc. |
6,356 |
6,356 |
UNCH |
0.00% |
| JMG Financial Group Ltd. |
27,560 |
27,560 |
UNCH |
0.00% |
| BOK Financial Private Wealth Inc. |
450 |
450 |
UNCH |
0.00% |
| Contravisory Investment Management Inc. |
170 |
170 |
UNCH |
0.00% |
| Horrell Capital Management Inc. |
340 |
340 |
UNCH |
0.00% |
| Northwest Investment Counselors LLC |
5,005 |
5,005 |
UNCH |
0.00% |
| Private Wealth Group LLC |
10,207 |
10,207 |
UNCH |
0.00% |
| Boston Trust Walden Corp |
2,767 |
2,767 |
UNCH |
0.00% |
| JNBA Financial Advisors |
850 |
850 |
UNCH |
0.00% |
| E&G Advisors LP |
8,134 |
8,134 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
43 |
43 |
UNCH |
0.00% |
| Bouchey Financial Group Ltd |
7,157 |
7,157 |
UNCH |
0.00% |
| First Personal Financial Services |
400 |
400 |
UNCH |
0.00% |
| FFT Wealth Management LLC |
207,455 |
207,455 |
UNCH |
0.00% |
| Proficio Capital Partners LLC |
2,800 |
2,800 |
UNCH |
0.00% |
| Harbour Capital Advisors LLC |
2,700 |
2,700 |
UNCH |
0.00% |
| O Brien Wealth Partners LLC |
10,190 |
10,190 |
UNCH |
0.00% |
| Radnor Capital Management LLC |
6,211 |
6,211 |
UNCH |
0.00% |
| Fluent Financial LLC |
3,084 |
3,084 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
43 |
43 |
UNCH |
0.00% |
| Luken Investment Analytics LLC |
425 |
425 |
UNCH |
0.00% |
| Essex Savings Bank |
3,107 |
3,107 |
UNCH |
0.00% |
| Salomon & Ludwin LLC |
2,431 |
2,431 |
UNCH |
0.00% |
| Outlook Wealth Advisors LLC |
4,142 |
4,142 |
UNCH |
0.00% |
| Inscription Capital LLC |
13,776 |
13,776 |
UNCH |
0.00% |
| CCG Wealth Management LLC |
16,518 |
16,518 |
UNCH |
0.00% |
| Legacy Trust |
4,265 |
4,265 |
UNCH |
0.00% |
| Legend Financial Advisors Inc. |
156 |
156 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
2,773 |
2,773 |
UNCH |
0.00% |
| Erickson Financial Group LLC |
3,317 |
3,317 |
UNCH |
0.00% |
| PFG Private Wealth Management LLC |
6,126 |
6,126 |
UNCH |
0.00% |
| LifeSteps Financial Inc. |
6,119 |
6,119 |
UNCH |
0.00% |
| WJ Wealth Management LLC |
2,642 |
2,642 |
UNCH |
0.00% |
| Key Financial Inc |
2,295 |
2,295 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
2,779 |
2,779 |
UNCH |
0.00% |
| Regent Peak Wealth Advisors LLC |
2,742 |
2,742 |
UNCH |
0.00% |
| Capstone Triton Financial Group LLC |
4,074 |
4,074 |
UNCH |
0.00% |
| StrongBox Wealth LLC |
7,230 |
7,230 |
UNCH |
0.00% |
| Carl P. Sherr & Co. LLC |
2,966 |
2,966 |
UNCH |
0.00% |
| MTM Investment Management LLC |
2,764 |
2,764 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
1,430 |
1,430 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
329 |
329 |
UNCH |
0.00% |
| 4J Wealth Management LLC |
7,517 |
7,517 |
UNCH |
0.00% |
| Levy Wealth Management Group LLC |
27,086 |
27,086 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
61 |
61 |
UNCH |
0.00% |
| Collective Family Office LLC |
5,967 |
5,967 |
UNCH |
0.00% |
| Agate Pass Investment Management LLC |
5,964 |
5,964 |
UNCH |
0.00% |
| Sweet Financial Partners LLC |
25,568 |
25,568 |
UNCH |
0.00% |
| Ameliora Wealth Management Ltd. |
2,500 |
2,500 |
UNCH |
0.00% |
| Warner Financial Inc. |
5,501 |
5,501 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
13,020 |
13,020 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
1,259 |
1,259 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
1,293 |
1,293 |
UNCH |
0.00% |
| New Hampshire Trust |
6,423 |
6,423 |
UNCH |
0.00% |
| GEM Asset Management LLC |
5,948 |
5,948 |
UNCH |
0.00% |
| Cora Capital Advisors LLC |
41,738 |
41,738 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
700 |
700 |
UNCH |
0.00% |
| Rockwood Wealth Management LLC |
3,416 |
3,416 |
UNCH |
0.00% |
| Union Savings Bank |
740 |
740 |
UNCH |
0.00% |
| CGC Financial Services LLC |
135 |
135 |
UNCH |
0.00% |
| Sapient Capital LLC |
17,586 |
17,586 |
UNCH |
0.00% |
| GAMMA Investing LLC |
1,679 |
1,679 |
UNCH |
0.00% |
| Sachetta LLC |
18,394 |
18,394 |
UNCH |
0.00% |
| FF Advisors LLC |
9,735 |
9,735 |
UNCH |
0.00% |
| Fairman Group LLC |
265 |
265 |
UNCH |
0.00% |
| 13F Filers Decreasing USMV Share Count |
|---|
| Bay Harbor Wealth Management LLC |
10,411 |
64 |
-10,347 |
-99.39% |
| Granite Bay Wealth Management LLC |
411,222 |
5,939 |
-405,283 |
-98.56% |
| JB Capital LLC |
130,649 |
2,718 |
-127,931 |
-97.92% |
| Ronald Blue Trust Inc. |
68,991 |
1,492 |
-67,499 |
-97.84% |
| Sage Advisory Services Ltd.Co. |
162,253 |
4,012 |
-158,241 |
-97.53% |
| Gradient Investments LLC |
40 |
1 |
-39 |
-97.50% |
| Quent Capital LLC |
9,828 |
260 |
-9,568 |
-97.35% |
| Venturi Wealth Management LLC |
4,172 |
158 |
-4,014 |
-96.21% |
| Prestige Wealth Management Group LLC |
1,854 |
172 |
-1,682 |
-90.72% |
| Horst & Graben Wealth Management LLC |
49,982 |
6,283 |
-43,699 |
-87.43% |
| Austin Private Wealth LLC |
72,712 |
9,603 |
-63,109 |
-86.79% |
| First Financial Bank Trust Division |
113,367 |
16,014 |
-97,353 |
-85.87% |
| Advocacy Wealth Management Services LLC |
146,541 |
24,807 |
-121,734 |
-83.07% |
| Park Avenue Securities LLC |
545,180 |
114,382 |
-430,798 |
-79.02% |
| FinTrust Capital Advisors LLC |
662 |
144 |
-518 |
-78.25% |
| Ehrlich Financial Group |
20,799 |
4,686 |
-16,113 |
-77.47% |
| Atticus Wealth Management LLC |
1,105 |
260 |
-845 |
-76.47% |
| Annapolis Financial Services LLC |
1,221 |
290 |
-931 |
-76.25% |
| ONE Advisory Partners LLC |
40,237 |
9,972 |
-30,265 |
-75.22% |
| Lantz Financial LLC |
11,616 |
3,086 |
-8,530 |
-73.43% |
| First Pacific Financial |
33 |
9 |
-24 |
-72.73% |
| AdvisorNet Financial Inc |
21,704 |
6,042 |
-15,662 |
-72.16% |
| WealthShield Partners LLC |
20,680 |
5,808 |
-14,872 |
-71.91% |
| Aspire Wealth Management Corp |
8,333 |
2,823 |
-5,510 |
-66.12% |
| Security Financial Services INC. |
100,727 |
34,225 |
-66,502 |
-66.02% |
| UMA Financial Services Inc. |
44,018 |
15,005 |
-29,013 |
-65.91% |
| Apeiron RIA LLC |
31,949 |
11,050 |
-20,899 |
-65.41% |
| TNF LLC |
31,924 |
11,054 |
-20,870 |
-65.37% |
| First Horizon Advisors Inc. |
15,023 |
5,320 |
-9,703 |
-64.59% |
| Phillips Financial Management LLC |
22 |
8 |
-14 |
-63.64% |
| Tsfg LLC |
14,219 |
5,279 |
-8,940 |
-62.87% |
| Creative Financial Designs Inc. ADV |
4,121 |
1,624 |
-2,497 |
-60.59% |
| Fifth Third Bancorp |
18,453 |
8,105 |
-10,348 |
-56.08% |
| PSI Advisors LLC |
83,780 |
37,197 |
-46,583 |
-55.60% |
| Lindbrook Capital LLC |
1,677 |
749 |
-928 |
-55.34% |
| Westside Investment Management Inc. |
7,427 |
3,585 |
-3,842 |
-51.73% |
| True Vision MN LLC |
6,495 |
3,172 |
-3,323 |
-51.16% |
| Strategic Blueprint LLC |
62,185 |
32,851 |
-29,334 |
-47.17% |
| Charter Oak Capital Management LLC |
5,330 |
2,844 |
-2,486 |
-46.64% |
| Symmetry Partners LLC |
819,478 |
438,136 |
-381,342 |
-46.53% |
| Buttonwood Financial Group LLC |
56,194 |
30,209 |
-25,985 |
-46.24% |
| Shira Ridge Wealth Management |
4,495 |
2,436 |
-2,059 |
-45.81% |
| Cypress Wealth Services LLC |
48,346 |
26,791 |
-21,555 |
-44.58% |
| Schmidt P J Investment Management Inc. |
10,340 |
5,888 |
-4,452 |
-43.06% |
| ShoreHaven Wealth Partners LLC |
19,426 |
11,176 |
-8,250 |
-42.47% |
| RFG Advisory LLC |
22,802 |
13,504 |
-9,298 |
-40.78% |
| CAP Partners LLC |
8,992 |
5,631 |
-3,361 |
-37.38% |
| Stratos Wealth Advisors LLC |
8,837 |
5,538 |
-3,299 |
-37.33% |
| One Wealth Advisors LLC |
66,848 |
42,423 |
-24,425 |
-36.54% |
| Appleton Partners Inc. MA |
4,973 |
3,178 |
-1,795 |
-36.09% |
| International City Management Association Retirement Corp |
90,984 |
58,996 |
-31,988 |
-35.16% |
| Twin Peaks Wealth Advisors LLC |
4,432 |
2,901 |
-1,531 |
-34.54% |
| John W. Brooker & Co. CPAs |
80,077 |
52,432 |
-27,645 |
-34.52% |
| Clearview Wealth Advisors LLC |
5,684 |
3,740 |
-1,944 |
-34.20% |
| Detalus Advisors LLC |
56,567 |
37,754 |
-18,813 |
-33.26% |
| LexAurum Advisors LLC |
5,534 |
3,698 |
-1,836 |
-33.18% |
| Cornell Pochily Investment Advisors Inc. |
10,909 |
7,314 |
-3,595 |
-32.95% |
| Bfsg LLC |
1,713 |
1,150 |
-563 |
-32.87% |
| Oakworth Capital Inc. |
1,443 |
969 |
-474 |
-32.85% |
| Benjamin F. Edwards & Company Inc. |
13,540 |
9,211 |
-4,329 |
-31.97% |
| CWM LLC |
1,576,322 |
1,091,387 |
-484,935 |
-30.76% |
| Confluence Wealth Services Inc. |
53,517 |
37,547 |
-15,970 |
-29.84% |
| OMNI 360 Wealth Inc. |
8,219 |
5,774 |
-2,445 |
-29.75% |
| First Citizens Bank & Trust Co. |
76,748 |
53,964 |
-22,784 |
-29.69% |
| Kestra Private Wealth Services LLC |
16,057 |
11,422 |
-4,635 |
-28.87% |
| MKT Advisors LLC |
6,278 |
4,503 |
-1,775 |
-28.27% |
| TRUE Private Wealth Advisors |
6,068 |
4,384 |
-1,684 |
-27.75% |
| Proequities Inc. |
51,143 |
37,145 |
-13,998 |
-27.37% |
| Beacon Financial Advisory LLC |
18,703 |
13,631 |
-5,072 |
-27.12% |
| W Advisors LLC |
11,342 |
8,338 |
-3,004 |
-26.49% |
| Silverlake Wealth Management LLC |
7,628 |
5,629 |
-1,999 |
-26.21% |
| Montecito Bank & Trust |
68,130 |
50,340 |
-17,790 |
-26.11% |
| Patton Albertson Miller Group LLC |
17,579 |
13,019 |
-4,560 |
-25.94% |
| Janney Montgomery Scott LLC |
821,754 |
614,650 |
-207,104 |
-25.20% |
| JNB Advisors LLC |
7,051 |
5,275 |
-1,776 |
-25.19% |
| Midwest Heritage Bank FSB |
3,579 |
2,706 |
-873 |
-24.39% |
| Intelligence Driven Advisers LLC |
14,132 |
10,748 |
-3,384 |
-23.95% |
| Massmutual Trust Co. FSB ADV |
394 |
300 |
-94 |
-23.86% |
| Sovereign Financial Group Inc. |
14,589 |
11,173 |
-3,416 |
-23.41% |
| First National Trust Co |
3,884 |
2,984 |
-900 |
-23.17% |
| Market Street Wealth Management Advisors LLC |
14,972 |
11,555 |
-3,417 |
-22.82% |
| Cassia Capital Partners LLC |
305,439 |
236,339 |
-69,100 |
-22.62% |
| Valeo Financial Advisors LLC |
3,183 |
2,469 |
-714 |
-22.43% |
| Weatherly Asset Management L. P. |
3,176 |
2,466 |
-710 |
-22.36% |
| Moisand Fitzgerald Tamayo LLC |
288 |
225 |
-63 |
-21.88% |
| Integrity Financial Corp WA |
4,031 |
3,193 |
-838 |
-20.79% |
| Newbridge Financial Services Group Inc. |
427 |
339 |
-88 |
-20.61% |
| Bank of New York Mellon Corp |
1,380,371 |
1,098,813 |
-281,558 |
-20.40% |
| Global Wealth Strategies & Associates |
2,554 |
2,041 |
-513 |
-20.09% |
| Centurion Wealth Management LLC |
27,027 |
21,632 |
-5,395 |
-19.96% |
| Highview Capital Management LLC DE |
41,396 |
33,223 |
-8,173 |
-19.74% |
| Symphony Financial Ltd. Co. |
4,951 |
3,993 |
-958 |
-19.35% |
| Tompkins Financial Corp |
64,107 |
51,955 |
-12,152 |
-18.96% |
| Empire Life Investments Inc. |
42,708 |
34,886 |
-7,822 |
-18.32% |
| Caldwell Sutter Capital Inc. |
646 |
529 |
-117 |
-18.11% |
| Avenue 1 Advisors LLC |
10,842 |
8,888 |
-1,954 |
-18.02% |
| Ausdal Financial Partners Inc. |
4,302 |
3,538 |
-764 |
-17.76% |
| Wright Fund Managment LLC |
189,452 |
157,252 |
-32,200 |
-17.00% |
| Eudaimonia Partners LLC |
15,518 |
12,903 |
-2,615 |
-16.85% |
| BCS Wealth Management |
9,608 |
8,007 |
-1,601 |
-16.66% |
| Kingswood Wealth Advisors LLC |
60,082 |
50,196 |
-9,886 |
-16.45% |
| Ergawealth Advisors Inc. |
28,281 |
23,687 |
-4,594 |
-16.24% |
| Saxon Interests Inc. |
29,275 |
24,531 |
-4,744 |
-16.20% |
| Perigon Wealth Management LLC |
84,741 |
71,032 |
-13,709 |
-16.18% |
| Fifth Third Securities Inc. |
6,878 |
5,816 |
-1,062 |
-15.44% |
| Cardinal Strategic Wealth Guidance |
71,336 |
60,451 |
-10,885 |
-15.26% |
| Cambridge Investment Research Advisors Inc. |
1,463,224 |
1,240,289 |
-222,935 |
-15.24% |
| Wiley BROS. Aintree Capital LLC |
7,174 |
6,137 |
-1,037 |
-14.45% |
| Colton Groome Financial Advisors LLC |
8,440 |
7,236 |
-1,204 |
-14.27% |
| First Hawaiian Bank |
119,112 |
102,762 |
-16,350 |
-13.73% |
| Wealthfront Advisers LLC |
6,795 |
5,919 |
-876 |
-12.89% |
| Sierra Capital LLC |
4,543 |
3,969 |
-574 |
-12.63% |
| Mayflower Financial Advisors LLC |
98,823 |
86,409 |
-12,414 |
-12.56% |
| International Assets Investment Management LLC |
35,615 |
31,191 |
-4,424 |
-12.42% |
| McKinley Carter Wealth Services Inc. |
7,027 |
6,169 |
-858 |
-12.21% |
| Aspire Private Capital LLC |
4,298 |
3,776 |
-522 |
-12.15% |
| Financial Sense Advisors Inc. |
11,459 |
10,076 |
-1,383 |
-12.07% |
| Global Retirement Partners LLC |
44,339 |
39,078 |
-5,261 |
-11.87% |
| GPS Wealth Strategies Group LLC |
121,391 |
107,411 |
-13,980 |
-11.52% |
| Spire Wealth Management |
61,559 |
54,557 |
-7,002 |
-11.37% |
| Wealthcare Advisory Partners LLC |
13,929 |
12,373 |
-1,556 |
-11.17% |
| Gryphon Financial Partners LLC |
2,734 |
2,429 |
-305 |
-11.16% |
| GenTrust LLC |
4,224 |
3,774 |
-450 |
-10.65% |
| Mechanics Bank Trust Department |
50,286 |
45,115 |
-5,171 |
-10.28% |
| Fortis Group Advisors LLC |
25,178 |
22,605 |
-2,573 |
-10.22% |
| Mutual Advisors LLC |
63,849 |
57,356 |
-6,493 |
-10.17% |
| Mascoma Wealth Management LLC |
63,975 |
57,669 |
-6,306 |
-9.86% |
| Castle Wealth Management LLC |
3,411 |
3,077 |
-334 |
-9.79% |
| Friedenthal Financial |
29,420 |
26,540 |
-2,880 |
-9.79% |
| Retireful LLC |
48,826 |
44,209 |
-4,617 |
-9.46% |
| LS Investment Advisors LLC |
11,687 |
10,607 |
-1,080 |
-9.24% |
| Absolute Capital Management LLC |
20,900 |
18,977 |
-1,923 |
-9.20% |
| Palo Alto Wealth Advisors LLC |
6,984 |
6,347 |
-637 |
-9.12% |
| Arcus Capital Partners LLC |
26,066 |
23,691 |
-2,375 |
-9.11% |
| Stock Yards Bank & Trust Co. |
225,555 |
205,196 |
-20,359 |
-9.03% |
| Wetzel Investment Advisors Inc. |
23,580 |
21,460 |
-2,120 |
-8.99% |
| Tempus Wealth Planning LLC |
5,203 |
4,748 |
-455 |
-8.74% |
| Curtis Advisory Group LLC |
34,786 |
31,759 |
-3,027 |
-8.70% |
| Register Financial Advisors LLC |
4,002 |
3,659 |
-343 |
-8.57% |
| Mirae Asset Global Investments Co. Ltd. |
120,000 |
110,000 |
-10,000 |
-8.33% |
| ACT Advisors LLC. |
30,233 |
27,718 |
-2,515 |
-8.32% |
| Institute for Wealth Management LLC. |
11,367 |
10,422 |
-945 |
-8.31% |
| Financial Counselors Inc. |
11,638 |
10,673 |
-965 |
-8.29% |
| NBT Bank N A NY |
1,894 |
1,742 |
-152 |
-8.03% |
| LongView Wealth Management |
13,220 |
12,175 |
-1,045 |
-7.90% |
| InTrack Investment Management Inc |
3,885 |
3,585 |
-300 |
-7.72% |
| Worth Financial Advisory Group LLC |
3,381 |
3,121 |
-260 |
-7.69% |
| Altus Wealth Group LLC |
83,368 |
77,057 |
-6,311 |
-7.57% |
| Stratos Wealth Partners LTD. |
361,270 |
334,237 |
-27,033 |
-7.48% |
| Apollon Wealth Management LLC |
100,570 |
93,304 |
-7,266 |
-7.22% |
| Commonwealth Equity Services LLC |
2,602,460 |
2,420,806 |
-181,654 |
-6.98% |
| Brookstone Capital Management |
1,169,756 |
1,089,145 |
-80,611 |
-6.89% |
| Sequent Asset Management LLC |
78,058 |
72,713 |
-5,345 |
-6.85% |
| Secure Asset Management LLC |
4,065 |
3,791 |
-274 |
-6.74% |
| Skyline Advisors Inc. |
4,601 |
4,293 |
-308 |
-6.69% |
| Latitude Advisors LLC |
5,082 |
4,746 |
-336 |
-6.61% |
| Sage Financial Group Inc. |
4,923 |
4,598 |
-325 |
-6.60% |
| Hexagon Capital Partners LLC |
673 |
629 |
-44 |
-6.54% |
| Vicus Capital |
3,231 |
3,022 |
-209 |
-6.47% |
| Atlas Private Wealth Management |
25,065 |
23,446 |
-1,619 |
-6.46% |
| Cherry Tree Wealth Management LLC |
17,305 |
16,198 |
-1,107 |
-6.40% |
| MBE Wealth Management LLC |
9,058 |
8,481 |
-577 |
-6.37% |
| Wesbanco Bank Inc. |
4,759 |
4,456 |
-303 |
-6.37% |
| Trilogy Capital Inc. |
235,073 |
220,482 |
-14,591 |
-6.21% |
| Pinnacle Associates Ltd. |
2,952 |
2,770 |
-182 |
-6.17% |
| APCM Wealth Management for Individuals |
2,016 |
1,892 |
-124 |
-6.15% |
| WBH Advisory Inc. |
14,977 |
14,085 |
-892 |
-5.96% |
| Holistic Planning LLC |
4,153 |
3,912 |
-241 |
-5.80% |
| RHS Financial LLC |
64,045 |
60,401 |
-3,644 |
-5.69% |
| Magnolia Capital Advisors LLC |
24,043 |
22,722 |
-1,321 |
-5.49% |
| Retirement Planning Group |
15,661 |
14,803 |
-858 |
-5.48% |
| Diversified LLC |
30,995 |
29,334 |
-1,661 |
-5.36% |
| waypoint wealth counsel |
10,344 |
9,794 |
-550 |
-5.32% |
| Private Advisor Group LLC |
655,035 |
620,740 |
-34,295 |
-5.24% |
| Cyndeo Wealth Partners LLC |
71,478 |
67,766 |
-3,712 |
-5.19% |
| NBC Securities Inc. |
16,594 |
15,735 |
-859 |
-5.18% |
| Glass Jacobson Investment Advisors llc |
5,822 |
5,523 |
-299 |
-5.14% |
| Financial Management Network Inc. |
7,499 |
7,118 |
-381 |
-5.08% |
| Parkside Financial Bank & Trust |
1,377 |
1,308 |
-69 |
-5.01% |
| Monterey Private Wealth Inc. |
63,167 |
60,028 |
-3,139 |
-4.97% |
| Twelve Points Wealth Management LLC |
8,354 |
7,940 |
-414 |
-4.96% |
| Smart Money Group LLC |
95,417 |
90,746 |
-4,671 |
-4.90% |
| Midwest Financial Group LLC |
9,444 |
8,991 |
-453 |
-4.80% |
| Raymond James Financial Services Advisors Inc. |
4,658,206 |
4,435,220 |
-222,986 |
-4.79% |
| Marino Stram & Associates LLC |
35,209 |
33,522 |
-1,687 |
-4.79% |
| Well Done LLC |
229,589 |
218,729 |
-10,860 |
-4.73% |
| McElhenny Sheffield Capital Management LLC |
3,705 |
3,530 |
-175 |
-4.72% |
| Darrow Company Inc. |
156,196 |
148,860 |
-7,336 |
-4.70% |
| Ridgecrest Wealth Partners LLC |
6,482 |
6,182 |
-300 |
-4.63% |
| Financial Life Advisors |
65,646 |
62,627 |
-3,019 |
-4.60% |
| StoneX Group Inc. |
11,239 |
10,724 |
-515 |
-4.58% |
| Securian Asset Management Inc |
1,290,762 |
1,231,762 |
-59,000 |
-4.57% |
| Camden National Bank |
61,741 |
58,974 |
-2,767 |
-4.48% |
| Bowman & Co S.C. |
56,806 |
54,264 |
-2,542 |
-4.47% |
| 180 Wealth Advisors LLC |
30,632 |
29,272 |
-1,360 |
-4.44% |
| Garrett Wealth Advisory Group LLC |
125,807 |
120,362 |
-5,445 |
-4.33% |
| Bogart Wealth LLC |
187 |
179 |
-8 |
-4.28% |
| Fountainhead AM LLC |
8,131 |
7,784 |
-347 |
-4.27% |
| Klingman & Associates LLC |
410,940 |
393,734 |
-17,206 |
-4.19% |
| Shore Point Advisors LLC |
72,085 |
69,082 |
-3,003 |
-4.17% |
| Enzi Wealth |
135,148 |
129,643 |
-5,505 |
-4.07% |
| Apexium Financial LP |
65,516 |
62,853 |
-2,663 |
-4.06% |
| Capital Investment Advisory Services LLC |
29,672 |
28,487 |
-1,185 |
-3.99% |
| Round Rock Advisors LLC |
55,935 |
53,721 |
-2,214 |
-3.96% |
| Halpern Financial Inc. |
394,590 |
379,088 |
-15,502 |
-3.93% |
| Milestone Asset Management LLC |
6,232 |
5,987 |
-245 |
-3.93% |
| Iowa State Bank |
9,586 |
9,213 |
-373 |
-3.89% |
| Arkansas Financial Group Inc. |
75,265 |
72,359 |
-2,906 |
-3.86% |
| Adamsbrown Wealth Consultants LLC |
3,220 |
3,097 |
-123 |
-3.82% |
| Monticello Wealth Management LLC |
112,231 |
108,000 |
-4,231 |
-3.77% |
| Nations Financial Group Inc. IA ADV |
107,005 |
103,015 |
-3,990 |
-3.73% |
| Ridgewood Investments LLC |
15,504 |
14,928 |
-576 |
-3.72% |
| MV Capital Management Inc. |
283,102 |
272,582 |
-10,520 |
-3.72% |
| Berger Financial Group Inc |
18,973 |
18,294 |
-679 |
-3.58% |
| Strategy Asset Managers LLC |
17,907 |
17,267 |
-640 |
-3.57% |
| Derbend Asset Management |
3,398 |
3,278 |
-120 |
-3.53% |
| GLOBALT Investments LLC GA |
5,683 |
5,483 |
-200 |
-3.52% |
| Daiwa Securities Group Inc. |
47,620 |
46,020 |
-1,600 |
-3.36% |
| Weaver Consulting Group |
37,967 |
36,702 |
-1,265 |
-3.33% |
| Legacy Private Trust Co. |
48,264 |
46,656 |
-1,608 |
-3.33% |
| MONECO Advisors LLC |
112,242 |
108,524 |
-3,718 |
-3.31% |
| Manning & Napier Group LLC |
169,634 |
164,214 |
-5,420 |
-3.20% |
| Aspiriant LLC |
109,501 |
106,056 |
-3,445 |
-3.15% |
| Private Trust Co. NA |
20,322 |
19,691 |
-631 |
-3.11% |
| McNaughton Wealth Management LLC |
52,127 |
50,554 |
-1,573 |
-3.02% |
| Wealth Management Partners LLC |
37,959 |
36,825 |
-1,134 |
-2.99% |
| CAPROCK Group Inc. |
17,235 |
16,723 |
-512 |
-2.97% |
| Arkadios Wealth Advisors |
14,472 |
14,048 |
-424 |
-2.93% |
| Concord Wealth Partners |
5,784 |
5,619 |
-165 |
-2.85% |
| Catalyst Capital Advisors LLC |
3,577,133 |
3,476,657 |
-100,476 |
-2.81% |
| Millburn Ridgefield Corp |
3,577,133 |
3,476,657 |
-100,476 |
-2.81% |
| VERITY Wealth Advisors |
23,386 |
22,733 |
-653 |
-2.79% |
| Modus Advisors LLC |
122,061 |
118,749 |
-3,312 |
-2.71% |
| Comprehensive Financial Consultants Institutional Inc. |
18,427 |
17,931 |
-496 |
-2.69% |
| Apella Capital LLC |
317,911 |
309,367 |
-8,544 |
-2.69% |
| UMB Bank N A MO |
31,420 |
30,574 |
-846 |
-2.69% |
| Roman Butler Fullerton & Co. |
18,116 |
17,636 |
-480 |
-2.65% |
| Mather Group LLC. |
71,386 |
69,501 |
-1,885 |
-2.64% |
| Kathleen S. Wright Associates Inc. |
66,983 |
65,250 |
-1,733 |
-2.59% |
| Tanglewood Legacy Advisors LLC |
32,726 |
31,889 |
-837 |
-2.56% |
| Phillips Wealth Planners LLC |
5,887 |
5,737 |
-150 |
-2.55% |
| Kaydan Wealth Management Inc. |
20,537 |
20,020 |
-517 |
-2.52% |
| Foster Victor Wealth Advisors LLC |
2,609 |
2,544 |
-65 |
-2.49% |
| MorganRosel Wealth Management LLC |
103,088 |
100,559 |
-2,529 |
-2.45% |
| Consolidated Planning Corp |
22,744 |
22,198 |
-546 |
-2.40% |
| Fortune Financial Advisors LLC |
121,824 |
118,942 |
-2,882 |
-2.37% |
| Successful Portfolios LLC |
3,335 |
3,257 |
-78 |
-2.34% |
| Capital Market Strategies LLC |
18,549 |
18,116 |
-433 |
-2.33% |
| Iron Financial LLC |
22,412 |
21,890 |
-522 |
-2.33% |
| Bay Rivers Group |
104,303 |
101,887 |
-2,416 |
-2.32% |
| High Net Worth Advisory Group LLC |
80,564 |
78,750 |
-1,814 |
-2.25% |
| GDS Wealth Management |
353,766 |
346,097 |
-7,669 |
-2.17% |
| Capital Advisors Ltd. LLC |
272,117 |
266,227 |
-5,890 |
-2.16% |
| Baron Silver Stevens Financial Advisors LLC |
234,624 |
229,656 |
-4,968 |
-2.12% |
| Valley Forge Investment Consultants Inc. ADV |
7,790 |
7,628 |
-162 |
-2.08% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
22,575 |
22,107 |
-468 |
-2.07% |
| Meitav Dash Investments Ltd. |
9,888 |
9,688 |
-200 |
-2.02% |
| Gibson Capital LLC |
6,200 |
6,080 |
-120 |
-1.94% |
| Ellis Investment Partners LLC |
37,841 |
37,114 |
-727 |
-1.92% |
| ST Germain D J Co. Inc. |
1,362 |
1,336 |
-26 |
-1.91% |
| GSB Wealth Management LLC |
2,951 |
2,897 |
-54 |
-1.83% |
| Diversified Trust Co |
24,227 |
23,785 |
-442 |
-1.82% |
| Mountain Capital Investment Advisors Inc |
3,713 |
3,647 |
-66 |
-1.78% |
| Lincoln Capital LLC |
11,001 |
10,811 |
-190 |
-1.73% |
| Lincoln National Corp |
36,785 |
36,148 |
-637 |
-1.73% |
| Keystone Wealth Services LLC |
15,741 |
15,470 |
-271 |
-1.72% |
| Provident Wealth Management LLC |
10,124 |
9,959 |
-165 |
-1.63% |
| Alta Wealth Advisors LLC |
10,800 |
10,628 |
-172 |
-1.59% |
| Panoramic Investment Advisors LLC |
6,776 |
6,670 |
-106 |
-1.56% |
| BCM Advisors LLC |
47,646 |
46,902 |
-744 |
-1.56% |
| Parthenon LLC |
5,963 |
5,874 |
-89 |
-1.49% |
| Sunbelt Securities Inc. |
7,394 |
7,285 |
-109 |
-1.47% |
| BKD Wealth Advisors LLC |
22,116 |
21,790 |
-326 |
-1.47% |
| Exchange Bank |
7,100 |
7,000 |
-100 |
-1.41% |
| Capital Asset Advisory Services LLC |
147,381 |
145,356 |
-2,025 |
-1.37% |
| Smart Portfolios LLC |
5,630 |
5,553 |
-77 |
-1.37% |
| Haverford Trust Co. |
69,284 |
68,360 |
-924 |
-1.33% |
| Lodestar Private Asset Management LLC |
33,435 |
32,996 |
-439 |
-1.31% |
| Snider Financial Group |
79,219 |
78,182 |
-1,037 |
-1.31% |
| Hoese & Co LLP |
54,001 |
53,306 |
-695 |
-1.29% |
| Greenleaf Trust |
9,849 |
9,724 |
-125 |
-1.27% |
| Mosley Wealth Management |
10,749 |
10,616 |
-133 |
-1.24% |
| Webster Bank N. A. |
5,288 |
5,226 |
-62 |
-1.17% |
| Flagship Harbor Advisors LLC |
48,871 |
48,322 |
-549 |
-1.12% |
| Mission Wealth Management LP |
6,432 |
6,360 |
-72 |
-1.12% |
| Archford Capital Strategies LLC |
22,970 |
22,716 |
-254 |
-1.11% |
| Dohj LLC |
22,041 |
21,809 |
-232 |
-1.05% |
| OneAscent Wealth Management LLC |
5,050 |
4,998 |
-52 |
-1.03% |
| Family Capital Trust Co |
90,696 |
89,760 |
-936 |
-1.03% |
| CFM Wealth Partners LLC |
51,932 |
51,404 |
-528 |
-1.02% |
| Allred Capital Management LLC |
72,442 |
71,704 |
-738 |
-1.02% |
| Elevate Wealth Advisory Inc. |
14,621 |
14,475 |
-146 |
-1.00% |
| Southland Equity Partners LLC |
15,867 |
15,709 |
-158 |
-1.00% |
| Summit Investment Advisory Services LLC |
27,166 |
26,900 |
-266 |
-0.98% |
| Financial Advisory Service Inc. |
70,811 |
70,173 |
-638 |
-0.90% |
| Consolidated Portfolio Review Corp |
8,594 |
8,520 |
-74 |
-0.86% |
| Astoria Portfolio Advisors LLC. |
3,774 |
3,742 |
-32 |
-0.85% |
| Raymond James & Associates |
16,080,799 |
15,949,103 |
-131,696 |
-0.82% |
| Syverson Strege & Co |
40,499 |
40,177 |
-322 |
-0.80% |
| Santori & Peters Inc. |
65,011 |
64,496 |
-515 |
-0.79% |
| Lineweaver Wealth Advisors LLC |
260,818 |
259,259 |
-1,559 |
-0.60% |
| Cedar Brook Financial Partners LLC |
35,916 |
35,705 |
-211 |
-0.59% |
| Park Place Capital Corp |
19,634 |
19,520 |
-114 |
-0.58% |
| Signet Financial Management LLC |
22,004 |
21,878 |
-126 |
-0.57% |
| Lowe Wealth Advisors LLC |
237,248 |
236,292 |
-956 |
-0.40% |
| Ballew Advisors Inc |
29,613 |
29,522 |
-91 |
-0.31% |
| Stonehearth Capital Management LLC |
9,721 |
9,691 |
-30 |
-0.31% |
| Arlington Trust Co LLC |
340 |
339 |
-1 |
-0.29% |
| Investment Partners Asset Management Inc. |
9,212 |
9,185 |
-27 |
-0.29% |
| Sage Mountain Advisors LLC |
15,674 |
15,632 |
-42 |
-0.27% |
| Centric Wealth Management |
16,043 |
16,000 |
-43 |
-0.27% |
| Keel Point LLC |
7,216 |
7,197 |
-19 |
-0.26% |
| Ironwood Wealth Management Inc. |
200,633 |
200,180 |
-453 |
-0.23% |
| Mcdonald Partners LLC |
14,529 |
14,500 |
-29 |
-0.20% |
| Rosenberg Matthew Hamilton |
3,232 |
3,226 |
-6 |
-0.19% |
| Aurum Wealth Management Group LLC |
21,841 |
21,801 |
-40 |
-0.18% |
| Defined Wealth Management LLC |
35,809 |
35,765 |
-44 |
-0.12% |
| Verdence Capital Advisors LLC |
16,657 |
16,641 |
-16 |
-0.10% |
| CX Institutional |
42,083 |
42,055 |
-28 |
-0.07% |
| Acorn Wealth Advisors LLC |
51,941 |
51,922 |
-19 |
-0.04% |
| 13F Filers Exiting USMV |
|---|
| Hart & Patterson Financial Group LLC |
6,931 |
0 |
-6,931 |
-100.00% |
| Ables Iannone Moore & Associates Inc. |
10 |
0 |
-10 |
-100.00% |
| Bear Mountain Capital Inc. |
1,500 |
0 |
-1,500 |
-100.00% |
| BKM Wealth Management LLC |
66 |
0 |
-66 |
-100.00% |
| Premier Path Wealth Partners LLC |
2,882 |
0 |
-2,882 |
-100.00% |
| Cobblestone Asset Management LLC |
8,095 |
0 |
-8,095 |
-100.00% |
| FFG Retirement Advisors LLC |
10,563 |
0 |
-10,563 |
-100.00% |
| RCS Financial Planning LLC |
5,331 |
0 |
-5,331 |
-100.00% |
| Guidance Capital Inc. |
2,556 |
0 |
-2,556 |
-100.00% |
| Fiduciary Alliance LLC |
4,591 |
0 |
-4,591 |
-100.00% |
| Hoxton Planning & Management LLC |
3,058 |
0 |
-3,058 |
-100.00% |
| Fortitude Family Office LLC |
46 |
0 |
-46 |
-100.00% |
| James J. Burns & Company LLC |
3,133 |
0 |
-3,133 |
-100.00% |
| Sutton Place Investors LLC |
3,151 |
0 |
-3,151 |
-100.00% |
| Independent Wealth Network Inc. |
4,266 |
0 |
-4,266 |
-100.00% |
| Revisor Wealth Management LLC |
3,764 |
0 |
-3,764 |
-100.00% |
| Sterling Group Wealth Management LLC |
9,009 |
0 |
-9,009 |
-100.00% |
| Williams Financial LLC |
27,513 |
0 |
-27,513 |
-100.00% |
| True Link Financial Advisors LLC |
283,807 |
0 |
-283,807 |
-100.00% |
| Firethorn Wealth Partners LLC |
13,432 |
0 |
-13,432 |
-100.00% |
| Bond & Devick Financial Network Inc. |
2,587 |
0 |
-2,587 |
-100.00% |
| GoalVest Advisory LLC |
759 |
0 |
-759 |
-100.00% |
| Planned Solutions Inc. |
809 |
0 |
-809 |
-100.00% |
| IAG Wealth Partners LLC |
196 |
0 |
-196 |
-100.00% |
| Lloyd Advisory Services LLC. |
3,394 |
0 |
-3,394 |
-100.00% |
| Steel Peak Wealth Management LLC |
47,526 |
0 |
-47,526 |
-100.00% |
| Triton Wealth Management PLLC |
15,163 |
0 |
-15,163 |
-100.00% |
| Clear Creek Financial Management LLC |
4,530 |
0 |
-4,530 |
-100.00% |
| Criterion Capital Advisors LLC |
542 |
0 |
-542 |
-100.00% |
| Evolution Wealth Advisors LLC |
2,624 |
0 |
-2,624 |
-100.00% |
| Cooper Financial Group |
2,656 |
0 |
-2,656 |
-100.00% |
| Kovack Advisors Inc. |
14,932 |
0 |
-14,932 |
-100.00% |
| First Command Advisory Services Inc. |
7 |
0 |
-7 |
-100.00% |
| Meridian Wealth Management LLC |
6,796 |
0 |
-6,796 |
-100.00% |
| Patriot Financial Group Insurance Agency LLC |
7,093 |
0 |
-7,093 |
-100.00% |
| Pettinga Financial Advisors LLC |
40,942 |
0 |
-40,942 |
-100.00% |
| Sharkey Howes & Javer |
16,480 |
0 |
-16,480 |
-100.00% |
| Dynamic Advisor Solutions LLC |
2,579 |
0 |
-2,579 |
-100.00% |
| Madrona Financial Services LLC |
28,881 |
0 |
-28,881 |
-100.00% |
| Simplex Trading LLC |
1,167 |
0 |
-1,167 |
-100.00% |
| Donaldson Capital Management LLC |
5,810 |
0 |
-5,810 |
-100.00% |
| Arlington Partners LLC |
328 |
0 |
-328 |
-100.00% |
| Farmers & Merchants Investments Inc. |
89 |
0 |
-89 |
-100.00% |
| Rational Advisors LLC |
3,577,133 |
0 |
-3,577,133 |
-100.00% |
| Toth Financial Advisory Corp |
93 |
0 |
-93 |
-100.00% |
| Calton & Associates Inc. |
11,203 |
0 |
-11,203 |
-100.00% |
See Summary: Institutional Holders of USMV
See Details: Top 10 Hedge Funds Holding USMV
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