Ticker: MDYG CUSIP: 78464A821 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Clarus Wealth Advisors | 26,205 | $2,559 |
| Mach-1 Financial Group, LLC | 20,576 | $1,902 |
| Jacksonville Wealth Management, LLC | 3,756 | $347 |
| Net Worth Advisory Group | 7,055 | $652 |
| MidAtlantic Capital Management, Inc. | 1,859 | $172 |
| FLOW TRADERS U.S. LLC | 10,748 | $1 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 327 | $30 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9,146 | $845 |
| Quent Capital, LLC | 1,308 | $121 |
| BlackRock, Inc. | 41,535 | $3,839 |
| Quantinno Capital Management LP | 5,584 | $516 |
| UBS ASSET MANAGEMENT AMERICAS INC | 2,085 | $193 |
| SRS Capital Advisors, Inc. | 549 | $51 |
| Pinnacle Wealth Planning Services, Inc. | 185 | $17 |
| REAP Financial Group, LLC | 115 | $11 |
| ABOUND FINANCIAL, LLC | 74 | $7 |
| Kingdom Financial Group LLC. | 47 | $4 |
| NATIXIS ADVISORS, L.P. | 10,522 | $1 |
| Sound Income Strategies, LLC | 24 | $2 |
| SageView Advisory Group, LLC | 22 | $2 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| UNIVEST FINANCIAL Corp | 26,685 | 320,940 | +294,255 (+1102.7%) |
| SFG Wealth Management, LLC. | 147,449 | 160,379 | +12,930 (+8.8%) |
| BALANCED WEALTH GROUP LLC | 134,810 | 140,134 | +5,324 (+3.9%) |
| Convergence Financial, LLC | 262,087 | 269,100 | +7,013 (+2.7%) |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 207,851 | 211,441 | +3,590 (+1.7%) |
| Michael S. Ryan, Inc. | 78,252 | 79,736 | +1,484 (+1.9%) |
| FAS Wealth Partners, Inc. | 488,947 | 497,231 | +8,284 (+1.7%) |
| WCG Wealth Advisors LLC | 77,230 | 276,185 | +198,955 (+257.6%) |
| Barden Capital Management, Inc. | 22,152 | 23,569 | +1,417 (+6.4%) |
| Heritage Wealth Management, Inc. /CA/ | 26,113 | 27,998 | +1,885 (+7.2%) |
| Rehmann Capital Advisory Group | 319,860 | 331,315 | +11,455 (+3.6%) |
| GEN Financial Management, INC. | 20,090 | 20,812 | +722 (+3.6%) |
| AE Wealth Management LLC | 859,656 | 1,084,310 | +224,654 (+26.1%) |
| Avantax Planning Partners, Inc. | 245,430 | 288,467 | +43,037 (+17.5%) |
| Elevated Capital Advisors, LLC | 17,200 | 24,162 | +6,962 (+40.5%) |
| ERn Financial, LLC | 91,691 | 92,965 | +1,274 (+1.4%) |
| GHP Investment Advisors, Inc. | 316,064 | 324,112 | +8,048 (+2.5%) |
| Centennial Wealth Advisory LLC | 25,779 | 28,827 | +3,048 (+11.8%) |
| Bill Few Associates, Inc. | 30,098 | 33,042 | +2,944 (+9.8%) |
| Pine Haven Investment Counsel, Inc | 3,125 | 4,765 | +1,640 (+52.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| May Barnhard Investments LLC | 60,476 | 56,067 | -4,409 (-7.3%) |
| WALLER FINANCIAL PLANNING GROUP, INC | 51,797 | 25,580 | -26,217 (-50.6%) |
| Total Wealth Planning, LLC | 52,395 | 2,547 | -49,848 (-95.1%) |
| BENJAMIN EDWARDS INC | 605,203 | 340,767 | -264,436 (-43.7%) |
| Diligent Investors, LLC | 63,811 | 60,609 | -3,202 (-5.0%) |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 239,887 | 131,018 | -108,869 (-45.4%) |
| First National Trust Co | 369,768 | 362,213 | -7,555 (-2.0%) |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 36,175 | 29,366 | -6,809 (-18.8%) |
| SIGNET FINANCIAL MANAGEMENT, LLC | 118,006 | 116,226 | -1,780 (-1.5%) |
| Basepoint Wealth LLC | 2,578 | 1,278 | -1,300 (-50.4%) |
| Wealth Watch Advisors, INC | 31,206 | 30,803 | -403 (-1.3%) |
| JNBA Financial Advisors | 101,536 | 98,866 | -2,670 (-2.6%) |
| McAdam, LLC | 185,017 | 182,193 | -2,824 (-1.5%) |
| STIFEL FINANCIAL CORP | 719,100 | 410,969 | -308,131 (-42.8%) |
| WealthShield Partners, LLC | 72,088 | 70,772 | -1,316 (-1.8%) |
| WRAPMANAGER INC | 4,194 | 2,847 | -1,347 (-32.1%) |
| Koss-Olinger Consulting, LLC | 46,872 | 43,640 | -3,232 (-6.9%) |
| Visionary Wealth Advisors | 19,475 | 12,054 | -7,421 (-38.1%) |
| Wallace Advisory Group, LLC | 3,261 | 2,846 | -415 (-12.7%) |
| WILLNER & HELLER, LLC | 7,680 | 7,410 | -270 (-3.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| TOWNSQUARE CAPITAL LLC | 13,693 | $1,254 |
| IVC Wealth Advisors LLC | 3,240 | $297 |
| GTS SECURITIES LLC | 30,453 | $2,788 |
| Fingerlakes Wealth Management, Inc. | 2,208 | $202 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 35,426 | $3,244 |
| DRIVE WEALTH MANAGEMENT, LLC | 3,083 | $282 |
| LifeWealth Investments, LLC | 2,201 | $202 |
| OneAscent Financial Services LLC | 4,373 | $400 |
| Marshall & Sterling Wealth Advisors Inc. | 765 | $70 |
| Financial Life Planners | 639 | $59 |
| Embree Financial Group | 2,257 | $207 |
| SOA Wealth Advisors, LLC. | 1,703 | $156 |
| Signal Advisors Wealth, LLC | 2,510 | $230 |
| Perennial Investment Advisors, LLC | 2,514 | $230 |
| IFG Advisory, LLC | 2,651 | $243 |
| BNP PARIBAS ARBITRAGE, SA | 52,396 | $4,797 |
| Freestone Capital Holdings, LLC | 2,556 | $234 |
| Annex Advisory Services, LLC | 2,376 | $218 |
| Atria Investments, Inc | 2,654 | $243 |
| Ameritas Advisory Services, LLC | 799 | $73 |