Ticker: MGC CUSIP: 921910873 Class: MEGA CAP INDEX
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| WIN ADVISORS, INC | 83,640 | $21,008 |
| CABANA LLC | 2,124 | $534 |
| Hershey Financial Advisers, LLC | 4,296 | $1,079 |
| Mosley Wealth Management | 3,145 | $776 |
| Choate Investment Advisors | 58,067 | $14,585 |
| Leo Wealth, LLC | 14,130 | $3,549 |
| Aspiring Ventures, LLC | 2,339 | $587 |
| Jump Financial, LLC | 48,366 | $12,148 |
| TFB Advisors LLC | 2,081 | $523 |
| Pacific Point Advisors, LLC | 1,074 | $270 |
| UPTICK PARTNERS, LLC | 2,276 | $572 |
| EXCHANGE TRADED CONCEPTS, LLC | 44,270 | $11,119 |
| XTX Topco Ltd | 11,409 | $2,866 |
| SRS Capital Advisors, Inc. | 12,789 | $3,212 |
| FF Advisors,LLC | 802 | $201 |
| BIP Wealth, LLC | 6,149 | $1,544 |
| CLUNE & ASSOCIATES, LTD. | 1,305 | $328 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 4,311 | $1,097 |
| BTC Capital Management, Inc. | 2,230 | $560 |
| Savvy Advisors, Inc. | 3,459 | $869 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Elevation Capital Advisory, LLC | 10,168 | 22,375 | +12,207 (+120.1%) |
| Systelligence, LLC | 36,378 | 49,435 | +13,057 (+35.9%) |
| West Wealth Group, LLC | 96,806 | 103,726 | +6,920 (+7.1%) |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 43,616 | 46,081 | +2,465 (+5.7%) |
| Triad Wealth Partners, LLC | 74,572 | 94,121 | +19,549 (+26.2%) |
| Colorado Capital Management, Inc. | 50,728 | 53,387 | +2,659 (+5.2%) |
| STEPH & CO | 36,562 | 38,439 | +1,877 (+5.1%) |
| McClarren Financial Advisors, Inc. | 9,560 | 10,366 | +806 (+8.4%) |
| Fortress Financial Solutions, LLC | 10,105 | 10,563 | +458 (+4.5%) |
| FLAGSHIP WEALTH ADVISORS, LLC | 23,714 | 26,402 | +2,688 (+11.3%) |
| FLORIDA FINANCIAL ADVISORS, LLC | 31,766 | 32,841 | +1,075 (+3.4%) |
| Claro Advisors Inc. | 39,849 | 45,428 | +5,579 (+14.0%) |
| ENDEAVOR PRIVATE WEALTH, INC. | 31,624 | 32,478 | +854 (+2.7%) |
| PATTEN & PATTEN INC/TN | 46,293 | 62,941 | +16,648 (+36.0%) |
| ENVESTNET ASSET MANAGEMENT INC | 1,720,955 | 4,959,403 | +3,238,448 (+188.2%) |
| Ascent Group, LLC | 207,450 | 212,869 | +5,419 (+2.6%) |
| Crews Bank & Trust | 10,965 | 17,295 | +6,330 (+57.7%) |
| MGO ONE SEVEN LLC | 53,411 | 89,743 | +36,332 (+68.0%) |
| Physician Wealth Advisors, Inc. | 42,197 | 43,689 | +1,492 (+3.5%) |
| Flavin Financial Services, Inc. | 4,644 | 5,418 | +774 (+16.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| APS Management Group, Inc. | 34,977 | 7,719 | -27,258 (-77.9%) |
| Financial Services Advisory Inc | 90,726 | 89,433 | -1,293 (-1.4%) |
| Buttonwood Financial Group, LLC | 19,666 | 15,800 | -3,866 (-19.7%) |
| VSM Wealth Advisory, LLC | 71,252 | 69,539 | -1,713 (-2.4%) |
| Blackston Financial Advisory Group, LLC | 40,803 | 39,895 | -908 (-2.2%) |
| Verus Financial Partners, Inc. | 205,883 | 201,637 | -4,246 (-2.1%) |
| Praetorian Wealth Management, Inc. | 92,581 | 90,533 | -2,048 (-2.2%) |
| Apella Capital, LLC | 288,653 | 241,091 | -47,562 (-16.5%) |
| Northwest Capital Management Inc | 3,105 | 794 | -2,311 (-74.4%) |
| MA Private Wealth | 73,039 | 71,914 | -1,125 (-1.5%) |
| Lloyd Advisory Services, LLC. | 6,390 | 483 | -5,907 (-92.4%) |
| FDx Advisors, Inc. | 25,294 | 24,898 | -396 (-1.6%) |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 40,824 | 37,856 | -2,968 (-7.3%) |
| Financial Freedom, LLC | 9,889 | 9,128 | -761 (-7.7%) |
| BAM Wealth Management, LLC | 3,304 | 2,298 | -1,006 (-30.4%) |
| AlphaCore Capital LLC | 75,168 | 58,497 | -16,671 (-22.2%) |
| Mesirow Financial Investment Management, Inc. | 129,288 | 107,736 | -21,552 (-16.7%) |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 711,400 | 704,229 | -7,171 (-1.0%) |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 6,381 | 6,044 | -337 (-5.3%) |
| Strategic Equity Management | 4,011 | 2,662 | -1,349 (-33.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Waterford Advisors, LLC | 23,949 | $5,846 |
| Hollow Brook Wealth Management LLC | 6,650 | $1,623 |
| B.O.S.S. Retirement Advisors, LLC | 1,932 | $472 |
| Whitegate Investment Counselors, Inc. | 1,355 | $331 |
| TWO SIGMA SECURITIES, LLC | 2,716 | $663 |
| Strategic Blueprint, LLC | 6,962 | $1,699 |
| FOUNDERS FINANCIAL SECURITIES LLC | 4,235 | $1,034 |
| TWO SIGMA INVESTMENTS, LP | 103,900 | $25,361 |
| Future Financial Wealth Managment LLC | 200 | $49 |
| Security National Bank | 424 | $103 |
| WELLINGTON MANAGEMENT GROUP LLP | 69,530 | $16,972 |
| Quest 10 Wealth Builders, Inc. | 89 | $22 |
| St. Johns Investment Management Company, LLC | 150 | $37 |
| FNY Investment Advisers, LLC | 500 | $0 |
| J.W. COLE ADVISORS, INC. | 1,064 | $260 |
| Buckingham Strategic Partners | 1,421 | $353 |
| Empowered Funds, LLC | 1,316 | $321 |
| Kovitz Investment Group Partners, LLC | 1,404 | $343 |
| Main Street Group, LTD | 93 | $23 |
| Empower Advisory Group, LLC | 1,027 | $251 |