HoldingsChannel.com
Funds Holding MDYV

On this page, we present all of the funds holding MDYV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding MDYV, with a link to that fund's top holdings. The next columns indicate the amount of MDYV stock held by each of the funds holding MDYV, followed by the MDYV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 337 funds holding MDYV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wealth Enhancement Advisory Services LLC. For more details on the positions held by Wealth Enhancement Advisory Services LLC (or by any of the other funds holding MDYV), click the fund name in the "Holder" column of the funds-holding-MDYV table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Wealth Enhancement Advisory Services LLC5,237,228$398,029 03/31/2024
     MDYV5,237,228$398,029 03/31/2024
Envestnet Asset Management Inc.3,137,364$230,220 12/31/2023
     MDYV3,137,364$230,220 12/31/2023
Financial Engines Advisors L.L.C.1,716,451$125,953 12/31/2023
     MDYV1,716,451$125,953 12/31/2023
Clark Capital Management Group Inc.1,404,946$103,095 12/31/2023
     MDYV1,404,946$103,095 12/31/2023
LPL Financial LLC1,370,757$100,586 12/31/2023
     MDYV1,370,757$100,586 12/31/2023
Advisor Group Holdings Inc.985,243$72,293 12/31/2023
     MDYV985,243$72,293 12/31/2023
Stifel Financial Corp930,579$68,286 12/31/2023
     MDYV930,579$68,286 12/31/2023
Townsquare Capital LLC773,444$56,755 12/31/2023
     MDYV773,444$56,755 12/31/2023
TIAA Trust National Association653,271$47,937 12/31/2023
     MDYV653,271$47,937 12/31/2023
Benjamin F. Edwards & Company Inc.648,922$47,617 12/31/2023
     MDYV648,922$47,617 12/31/2023
Lutz Financial Services LLC645,203$47,345 12/31/2023
     MDYV645,203$47,345 12/31/2023
NorthRock Partners LLC612,402$44,938 12/31/2023
     MDYV612,402$44,938 12/31/2023
Financial Advisory Service Inc.563,857$41,376 12/31/2023
     MDYV563,857$41,376 12/31/2023
Orion Portfolio Solutions LLC554,679$40,292 12/31/2023
     MDYV554,679$40,292 12/31/2023
Morgan Stanley525,798$38,583 12/31/2023
     MDYV525,798$38,583 12/31/2023
First Pacific Financial349,360$26,551 03/31/2024
     MDYV349,360$26,551 03/31/2024
Klingman & Associates LLC349,449$25,643 12/31/2023
     MDYV349,449$25,643 12/31/2023
First National Trust Co333,437$25,341 03/31/2024
     MDYV333,437$25,341 03/31/2024
Confluence Investment Management LLC326,099$24,784 03/31/2024
     MDYV326,099$24,784 03/31/2024
Wells Fargo & Company MN315,746$23,169 12/31/2023
     MDYV315,746$23,169 12/31/2023
Asset Dedication LLC269,779$20,506 03/31/2024
     MDYV269,779$20,506 03/31/2024
GHP Investment Advisors Inc.265,962$20,213 03/31/2024
     MDYV265,962$20,213 03/31/2024
JNBA Financial Advisors256,430$19,489 03/31/2024
     MDYV256,430$19,489 03/31/2024
AE Wealth Management LLC265,665$19,194 12/31/2023
     MDYV265,665$19,194 12/31/2023
HighTower Advisors LLC255,090$18,719 12/31/2023
     MDYV255,090$18,719 12/31/2023
McAdam LLC240,767$18,298 03/31/2024
     MDYV240,767$18,298 03/31/2024
Tradewinds Capital Management LLC220,951$16,792 03/31/2024
     MDYV220,951$16,792 03/31/2024
Cary Street Partners Investment Advisory LLC227,578$16,700 12/31/2023
     MDYV227,578$16,700 12/31/2023
ERn Financial LLC219,510$16,683 03/31/2024
     MDYV219,510$16,683 03/31/2024
Alesco Advisors LLC206,697$15,167 12/31/2023
     MDYV206,697$15,167 12/31/2023
Rockbridge Investment Management LCC203,569$14,938 12/31/2023
     MDYV203,569$14,938 12/31/2023
Rodgers & Associates LTD203,271$14,916 12/31/2023
     MDYV203,271$14,916 12/31/2023
KWB Wealth188,465$14,323 03/31/2024
     MDYV188,465$14,323 03/31/2024
Signet Financial Management LLC186,548$14,178 03/31/2024
     MDYV186,548$14,178 03/31/2024
Michael S. Ryan Inc.176,554$13,418 03/31/2024
     MDYV176,554$13,418 03/31/2024
Principal Securities Inc.177,423$13,019 12/31/2023
     MDYV177,423$13,019 12/31/2023
Kestra Advisory Services LLC154,761$11,356 12/31/2023
     MDYV154,761$11,356 12/31/2023
FinTrust Capital Advisors LLC154,613$11,345 12/31/2023
     MDYV154,613$11,345 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC153,367$11,254 12/31/2023
     MDYV153,367$11,254 12/31/2023
WCG Wealth Advisors LLC148,889$10,925 12/31/2023
     MDYV148,889$10,925 12/31/2023
Private Wealth Management Group LLC140,355$10,299 12/31/2023
     MDYV140,355$10,299 12/31/2023
Retirement Group LLC140,273$10,293 12/31/2023
     MDYV140,273$10,293 12/31/2023
Cetera Advisor Networks LLC135,632$9,953 12/31/2023
     MDYV135,632$9,953 12/31/2023
Cetera Investment Advisers131,642$9,660 12/31/2023
     MDYV131,642$9,660 12/31/2023
IHT Wealth Management LLC129,270$9,486 12/31/2023
     MDYV129,270$9,486 12/31/2023
ABLE Financial Group LLC125,560$9,214 12/31/2023
     MDYV125,560$9,214 12/31/2023
Equitable Holdings Inc.123,339$9,051 12/31/2023
     MDYV123,339$9,051 12/31/2023
Thrivent Financial for Lutherans120,675$8,855 12/31/2023
     MDYV120,675$8,855 12/31/2023
Commonwealth Equity Services LLC120,378$8,833 12/31/2023
     MDYV120,378$8,833 12/31/2023
Royal Bank of Canada108,657$7,973 12/31/2023
     MDYV108,657$7,973 12/31/2023
Mariner LLC108,533$7,964 12/31/2023
     MDYV108,533$7,964 12/31/2023
Total Wealth Planning LLC102,463$7,787 03/31/2024
     MDYV102,463$7,787 03/31/2024
CWM LLC89,488$6,801 03/31/2024
     MDYV89,488$6,801 03/31/2024
Eqis Capital Management Inc.91,796$6,736 12/31/2023
     MDYV91,796$6,736 12/31/2023
Diligent Investors LLC90,839$6,666 12/31/2023
     MDYV90,839$6,666 12/31/2023
Ameriprise Financial Inc.87,563$6,426 12/31/2023
     MDYV87,563$6,426 12/31/2023
Prestige Wealth Management Group LLC83,605$6,354 03/31/2024
     MDYV83,605$6,354 03/31/2024
Garden State Investment Advisory Services LLC85,729$6,291 12/31/2023
     MDYV85,729$6,291 12/31/2023
Sage Financial Group Inc.81,133$5,954 12/31/2023
     MDYV81,133$5,954 12/31/2023
WealthShield Partners LLC81,129$5,953 12/31/2023
     MDYV81,129$5,953 12/31/2023
Bank of America Corp DE77,843$5,712 12/31/2023
     MDYV77,843$5,712 12/31/2023
Envestnet Portfolio Solutions Inc.75,899$5,569 12/31/2023
     MDYV75,899$5,569 12/31/2023
Marotta Asset Management71,753$5,453 03/31/2024
     MDYV71,753$5,453 03/31/2024
Raymond James Financial Services Advisors Inc.70,956$5,393 03/31/2024
     MDYV70,956$5,393 03/31/2024
Pathstone Holdings LLC71,805$5,269 12/31/2023
     MDYV71,805$5,269 12/31/2023
Capital Wealth Management LLC69,113$5,253 03/31/2024
     MDYV69,113$5,253 03/31/2024
Susquehanna International Group LLP69,113$5,072 12/31/2023
     MDYV69,113$5,072 12/31/2023
RTD Financial Advisors Inc.66,403$5,047 03/31/2024
     MDYV66,403$5,047 03/31/2024
Waller Financial Planning Group Inc.63,484$4,825 03/31/2024
     MDYV63,484$4,825 03/31/2024
IAG Wealth Partners LLC63,346$4,814 03/31/2024
     MDYV63,346$4,814 03/31/2024
Gladstone Institutional Advisory LLC63,475$4,658 12/31/2023
     MDYV63,475$4,658 12/31/2023
Signature Estate & Investment Advisors LLC62,569$4,591 12/31/2023
     MDYV62,569$4,591 12/31/2023
UBS Group AG60,116$4,411 12/31/2023
     MDYV60,116$4,411 12/31/2023
Private Advisor Group LLC59,754$4,385 12/31/2023
     MDYV59,754$4,385 12/31/2023
Perennial Investment Advisors LLC57,902$4,249 12/31/2023
     MDYV57,902$4,249 12/31/2023
Clarus Wealth Advisors57,643$4,219 03/31/2024
     MDYV57,643$4,219 03/31/2024
MML Investors Services LLC53,618$3,934 12/31/2023
     MDYV53,618$3,934 12/31/2023
Annapolis Financial Services LLC49,729$3,779 03/31/2024
     MDYV49,729$3,779 03/31/2024
Charles Schwab Investment Management Inc.50,877$3,733 12/31/2023
     MDYV50,877$3,733 12/31/2023
Bailard Inc.50,113$3,677 12/31/2023
     MDYV50,113$3,677 12/31/2023
CI Private Wealth LLC49,218$3,612 12/31/2023
     MDYV49,218$3,612 12/31/2023
Financial Guidance Group Inc.49,137$3,606 12/31/2023
     MDYV49,137$3,606 12/31/2023
Northwestern Mutual Wealth Management Co.47,881$3,513 12/31/2023
     MDYV47,881$3,513 12/31/2023
SigFig Wealth Management LLC43,457$3,189 12/31/2023
     MDYV43,457$3,189 12/31/2023
Kingsview Wealth Management LLC43,260$3,174 12/31/2023
     MDYV43,260$3,174 12/31/2023
Prudential Financial Inc.42,828$3,143 12/31/2023
     MDYV42,828$3,143 12/31/2023
Geneos Wealth Management Inc.42,399$3,111 12/31/2023
     MDYV42,399$3,111 12/31/2023
Portside Wealth Group LLC40,536$3,081 03/31/2024
     MDYV40,536$3,081 03/31/2024
Balanced Wealth Group LLC41,826$3,069 12/31/2023
     MDYV41,826$3,069 12/31/2023
Foundations Investment Advisors LLC41,665$2,989 12/31/2023
     MDYV41,665$2,989 12/31/2023
Atria Wealth Solutions Inc.39,940$2,931 12/31/2023
     MDYV39,940$2,931 12/31/2023
Honkamp Krueger Financial Services Inc.38,937$2,857 12/31/2023
     MDYV38,937$2,857 12/31/2023
Benjamin Edwards Inc.38,467$2,823 12/31/2023
     MDYV38,467$2,823 12/31/2023
National Asset Management Inc.36,914$2,709 12/31/2023
     MDYV36,914$2,709 12/31/2023
Lodestar Private Asset Management LLC34,941$2,655 03/31/2024
     MDYV34,941$2,655 03/31/2024
Integrated Wealth Concepts LLC35,761$2,624 12/31/2023
     MDYV35,761$2,624 12/31/2023
Jones Financial Companies Lllp32,741$2,403 12/31/2023
     MDYV32,741$2,403 12/31/2023
Farther Finance Advisors LLC32,754$2,403 12/31/2023
     MDYV32,754$2,403 12/31/2023
Cambridge Investment Research Advisors Inc.30,421$2,312 03/31/2024
     MDYV30,421$2,312 03/31/2024
Chicago Partners Investment Group LLC31,945$2,310 03/31/2024
     MDYV31,945$2,310 03/31/2024
Courage Miller Partners LLC29,073$2,210 03/31/2024
     MDYV29,073$2,210 03/31/2024
IMC Chicago LLC28,622$2,175 03/31/2024
     MDYV28,622$2,175 03/31/2024
Stratos Wealth Advisors LLC28,197$2,143 03/31/2024
     MDYV28,197$2,143 03/31/2024
Barden Capital Management Inc.29,149$2,139 12/31/2023
     MDYV29,149$2,139 12/31/2023
Ignite Planners LLC26,201$1,974 03/31/2024
     MDYV26,201$1,974 03/31/2024
Occidental Asset Management LLC24,826$1,887 03/31/2024
     MDYV24,826$1,887 03/31/2024
Atria Investments LLC25,298$1,856 12/31/2023
     MDYV25,298$1,856 12/31/2023
Acorn Financial Advisory Services Inc. ADV25,017$1,828 12/31/2023
     MDYV25,017$1,828 12/31/2023
Wealthcare Advisory Partners LLC23,356$1,775 03/31/2024
     MDYV23,356$1,775 03/31/2024
Visionary Wealth Advisors24,146$1,772 12/31/2023
     MDYV24,146$1,772 12/31/2023
Omega Financial Group LLC23,061$1,753 03/31/2024
     MDYV23,061$1,753 03/31/2024
Juncture Wealth Strategies LLC22,803$1,733 03/31/2024
     MDYV22,803$1,733 03/31/2024
Smith Anglin Financial LLC22,749$1,729 03/31/2024
     MDYV22,749$1,729 03/31/2024
Courier Capital LLC22,543$1,713 03/31/2024
     MDYV22,543$1,713 03/31/2024
Captrust Financial Advisors22,300$1,636 12/31/2023
     MDYV22,300$1,636 12/31/2023
Creative Planning22,294$1,636 12/31/2023
     MDYV22,294$1,636 12/31/2023
Financial Network Wealth Advisors LLC21,813$1,601 12/31/2023
     MDYV21,813$1,601 12/31/2023
Great Valley Advisor Group Inc.20,879$1,532 12/31/2023
     MDYV20,879$1,532 12/31/2023
Cetera Advisors LLC20,822$1,528 12/31/2023
     MDYV20,822$1,528 12/31/2023
Mercer Global Advisors Inc. ADV20,669$1,517 12/31/2023
     MDYV20,669$1,517 12/31/2023
IFP Advisors Inc20,103$1,475 12/31/2023
     MDYV20,103$1,475 12/31/2023
Wambolt & Associates LLC19,986$1,467 12/31/2023
     MDYV19,986$1,467 12/31/2023
IFG Advisory LLC19,357$1,420 12/31/2023
     MDYV19,357$1,420 12/31/2023
MY Purposeful Wealth CORP.19,190$1,408 12/31/2023
     MDYV19,190$1,408 12/31/2023
Pure Financial Advisors Inc.18,256$1,387 03/31/2024
     MDYV18,256$1,387 03/31/2024
D. Scott Neal Inc.18,211$1,384 03/31/2024
     MDYV18,211$1,384 03/31/2024
Truist Financial Corp18,169$1,333 12/31/2023
     MDYV18,169$1,333 12/31/2023
Stratos Wealth Partners LTD.16,088$1,223 03/31/2024
     MDYV16,088$1,223 03/31/2024
Texas Permanent School Fund16,551$1,215 12/31/2023
     MDYV16,551$1,215 12/31/2023
Allworth Financial LP15,531$1,180 03/31/2024
     MDYV15,531$1,180 03/31/2024
LTG Capital LLC15,419$1,131 12/31/2023
     MDYV15,419$1,131 12/31/2023
Lewis Asset Management LLC15,322$1,124 12/31/2023
     MDYV15,322$1,124 12/31/2023
Good Life Advisors LLC15,265$1,120 12/31/2023
     MDYV15,265$1,120 12/31/2023
Swmg LLC14,972$1,099 12/31/2023
     MDYV14,972$1,099 12/31/2023
CX Institutional14,339$1,090 03/31/2024
     MDYV14,339$1,090 03/31/2024
Goldman Sachs Group Inc.14,837$1,089 12/31/2023
     MDYV14,837$1,089 12/31/2023
MONECO Advisors LLC14,072$1,069 03/31/2024
     MDYV14,072$1,069 03/31/2024
JPMorgan Chase & Co.14,476$1,062 12/31/2023
     MDYV14,476$1,062 12/31/2023
Measured Wealth Private Client Group LLC13,802$1,049 03/31/2024
     MDYV13,802$1,049 03/31/2024
Waypoint Capital Advisors LLC14,055$1,031 12/31/2023
     MDYV14,055$1,031 12/31/2023
We Are One Seven LLC13,859$1,017 12/31/2023
     MDYV13,859$1,017 12/31/2023
Montz Harcus Wealth Management LLC13,714$1,006 12/31/2023
     MDYV13,714$1,006 12/31/2023
Krilogy Financial LLC12,788$972 03/31/2024
     MDYV12,788$972 03/31/2024
Commonwealth Financial Services LLC12,635$927 12/31/2023
     MDYV12,635$927 12/31/2023
Colonial River Wealth Management LLC12,346$906 12/31/2023
     MDYV12,346$906 12/31/2023
Cape Investment Advisory Inc.12,282$901 12/31/2023
     MDYV12,282$901 12/31/2023
HFG Advisors Inc.11,720$891 03/31/2024
     MDYV11,720$891 03/31/2024
Csenge Advisory Group11,920$875 12/31/2023
     MDYV11,920$875 12/31/2023
Kestra Private Wealth Services LLC11,597$851 12/31/2023
     MDYV11,597$851 12/31/2023
Wrapmanager Inc.11,515$845 12/31/2023
     MDYV11,515$845 12/31/2023
Colony Group LLC11,519$845 12/31/2023
     MDYV11,519$845 12/31/2023
Collective Family Office LLC11,104$844 03/31/2024
     MDYV11,104$844 03/31/2024
Dfpg Investments LLC11,390$816 12/31/2023
     MDYV11,390$816 12/31/2023
Eclectic Associates Inc. ADV10,618$807 03/31/2024
     MDYV10,618$807 03/31/2024
Madison Park Capital Advisors LLC10,368$788 03/31/2024
     MDYV10,368$788 03/31/2024
Drive Wealth Management LLC10,334$785 03/31/2024
     MDYV10,334$785 03/31/2024
HF Advisory Group LLC10,197$775 03/31/2024
     MDYV10,197$775 03/31/2024
Salomon & Ludwin LLC10,372$761 12/31/2023
     MDYV10,372$761 12/31/2023
Renaissance Technologies LLC10,300$756 12/31/2023
     MDYV10,300$756 12/31/2023
Keystone Financial Group10,054$738 12/31/2023
     MDYV10,054$738 12/31/2023
GWM Advisors LLC10,056$732 12/31/2023
     MDYV10,056$732 12/31/2023
Comerica Bank9,621$706 12/31/2023
     MDYV9,621$706 12/31/2023
Invera Wealth Advisors LLC9,909$698 03/31/2024
     MDYV9,909$698 03/31/2024
Advance Capital Management Inc.9,091$691 03/31/2024
     MDYV9,091$691 03/31/2024
Park Avenue Securities LLC9,037$687 03/31/2024
     MDYV9,037$687 03/31/2024
Brookstone Capital Management9,011$685 03/31/2024
     MDYV9,011$685 03/31/2024
Pacific Sun Financial Corp9,329$685 12/31/2023
     MDYV9,329$685 12/31/2023
TAGStone Capital Inc.9,200$675 12/31/2023
     MDYV9,200$675 12/31/2023
Global Retirement Partners LLC8,812$670 03/31/2024
     MDYV8,812$670 03/31/2024
SJA Financial Advisory LLC8,839$649 12/31/2023
     MDYV8,839$649 12/31/2023
Acas LLC8,643$634 12/31/2023
     MDYV8,643$634 12/31/2023
SOL Capital Management CO8,280$629 03/31/2024
     MDYV8,280$629 03/31/2024
SILVER OAK SECURITIES Inc8,301$609 12/31/2023
     MDYV8,301$609 12/31/2023
Wallace Advisory Group LLC8,190$601 03/31/2024
     MDYV8,190$601 03/31/2024
PFG Advisors8,073$592 12/31/2023
     MDYV8,073$592 12/31/2023
Johnson Investment Counsel Inc.7,986$586 12/31/2023
     MDYV7,986$586 12/31/2023
Baker Tilly Financial LLC7,929$582 12/31/2023
     MDYV7,929$582 12/31/2023
Prime Capital Investment Advisors LLC7,851$576 12/31/2023
     MDYV7,851$576 12/31/2023
Confluence Wealth Services Inc.7,405$563 03/31/2024
     MDYV7,405$563 03/31/2024
Steward Partners Investment Advisory LLC7,578$556 12/31/2023
     MDYV7,578$556 12/31/2023
Everhart Financial Group Inc.7,556$554 12/31/2023
     MDYV7,556$554 12/31/2023
Raymond James & Associates7,204$548 03/31/2024
     MDYV7,204$548 03/31/2024
FirstPurpose Wealth LLC7,352$538 03/31/2024
     MDYV7,352$538 03/31/2024
SJS Investment Consulting Inc.7,000$532 03/31/2024
     MDYV7,000$532 03/31/2024
ARQ Wealth Advisors LLC7,251$532 12/31/2023
     MDYV7,251$532 12/31/2023
Alliance Wealth Advisors LLC UT7,119$522 12/31/2023
     MDYV7,119$522 12/31/2023
LexAurum Advisors LLC6,788$516 03/31/2024
     MDYV6,788$516 03/31/2024
LongView Wealth Management6,711$510 03/31/2024
     MDYV6,711$510 03/31/2024
NTV Asset Management LLC6,925$508 12/31/2023
     MDYV6,925$508 12/31/2023
Sterling Financial Planning Inc.6,924$508 12/31/2023
     MDYV6,924$508 12/31/2023
Bill Few Associates Inc.6,551$498 03/31/2024
     MDYV6,551$498 03/31/2024
Onyx Bridge Wealth Group LLC6,695$491 12/31/2023
     MDYV6,695$491 12/31/2023
Orin Green Financial LLC6,621$486 12/31/2023
     MDYV6,621$486 12/31/2023
OneAscent Financial Services LLC6,146$467 03/31/2024
     MDYV6,146$467 03/31/2024
Joseph Group Capital Management6,187$454 12/31/2023
     MDYV6,187$454 12/31/2023
Strategic Financial Concepts LLC5,964$453 03/31/2024
     MDYV5,964$453 03/31/2024
Citadel Advisors LLC6,167$453 12/31/2023
     MDYV6,167$453 12/31/2023
CCG Wealth Management LLC5,759$438 03/31/2024
     MDYV5,759$438 03/31/2024
ProVise Management Group LLC5,961$437 12/31/2023
     MDYV5,961$437 12/31/2023
Apeiron RIA LLC5,702$433 03/31/2024
     MDYV5,702$433 03/31/2024
Crescent Grove Advisors LLC5,864$430 12/31/2023
     MDYV5,864$430 12/31/2023
Insight Advisors LLC PA5,840$429 12/31/2023
     MDYV5,840$429 12/31/2023
Sharper & Granite LLC5,755$427 03/31/2024
     MDYV5,755$427 03/31/2024
Moloney Securities Asset Management LLC5,796$425 12/31/2023
     MDYV5,796$425 12/31/2023
Condor Capital Management5,749$422 12/31/2023
     MDYV5,749$422 12/31/2023
Burt Wealth Advisors5,499$418 03/31/2024
     MDYV5,499$418 03/31/2024
Quadcap Wealth Management LLC5,311$390 12/31/2023
     MDYV5,311$390 12/31/2023
NorthCrest Asset Manangement LLC5,108$388 03/31/2024
     MDYV5,108$388 03/31/2024
Staley Capital Advisers Inc.5,111$375 12/31/2023
     MDYV5,111$375 12/31/2023
Ameritas Advisory Services LLC5,141$373 12/31/2023
     MDYV5,141$373 12/31/2023
KMG Fiduciary Partners LLC4,848$368 03/31/2024
     MDYV4,848$368 03/31/2024
B.O.S.S. Retirement Advisors LLC4,960$364 12/31/2023
     MDYV4,960$364 12/31/2023
Atomi Financial Group Inc.4,947$363 12/31/2023
     MDYV4,947$363 12/31/2023
US Bancorp DE4,904$360 12/31/2023
     MDYV4,904$360 12/31/2023
Fort Point Capital Partners LLC4,791$352 12/31/2023
     MDYV4,791$352 12/31/2023
Brown Advisory Inc.4,527$344 03/31/2024
     MDYV4,527$344 03/31/2024
Inspirion Wealth Advisors LLC4,313$328 03/31/2024
     MDYV4,313$328 03/31/2024
Financial Advocates Investment Management4,472$328 12/31/2023
     MDYV4,472$328 12/31/2023
Acorn Wealth Advisors LLC4,296$326 03/31/2024
     MDYV4,296$326 03/31/2024
J.W. Cole Advisors Inc.4,428$325 12/31/2023
     MDYV4,428$325 12/31/2023
Fifth Third Securities Inc.4,246$323 03/31/2024
     MDYV4,246$323 03/31/2024
Centerpoint Advisors LLC4,400$323 12/31/2023
     MDYV4,400$323 12/31/2023
Crabel Capital Management LLC4,154$305 12/31/2023
     MDYV4,154$305 12/31/2023
Silverlake Wealth Management LLC3,970$302 03/31/2024
     MDYV3,970$302 03/31/2024
Cornerstone Wealth Management LLC3,966$301 03/31/2024
     MDYV3,966$301 03/31/2024
Cypress Wealth Services LLC3,958$301 03/31/2024
     MDYV3,958$301 03/31/2024
Capital Advisory Group Advisory Services LLC3,950$300 03/31/2024
     MDYV3,950$300 03/31/2024
Morningstar Investment Services LLC4,047$300 12/31/2023
     MDYV4,047$300 12/31/2023
Lincoln National Corp3,942$289 12/31/2023
     MDYV3,942$289 12/31/2023
Blair William & Co. IL3,944$289 12/31/2023
     MDYV3,944$289 12/31/2023
Aviso Wealth Management3,908$287 12/31/2023
     MDYV3,908$287 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors3,665$269 12/31/2023
     MDYV3,665$269 12/31/2023
Schneider Downs Wealth Management Advisors LP3,644$267 12/31/2023
     MDYV3,644$267 12/31/2023
Bank of New York Mellon Corp3,409$259 03/31/2024
     MDYV3,409$259 03/31/2024
Trueblood Wealth Management LLC3,396$258 03/31/2024
     MDYV3,396$258 03/31/2024
Proequities Inc.3,511$258 12/31/2023
     MDYV3,511$258 12/31/2023
Destiny Capital Corp CO3,505$257 12/31/2023
     MDYV3,505$257 12/31/2023
Harbour Investments Inc.3,411$250 12/31/2023
     MDYV3,411$250 12/31/2023
Retirement Planning Group3,258$248 03/31/2024
     MDYV3,258$248 03/31/2024
Bank of Montreal Can3,345$248 12/31/2023
     MDYV3,345$248 12/31/2023
Beaumont Financial Advisors LLC3,385$248 12/31/2023
     MDYV3,385$248 12/31/2023
Avantax Advisory Services Inc.3,335$245 12/31/2023
     MDYV3,335$245 12/31/2023
Virtue Capital Management LLC3,394$244 12/31/2023
     MDYV3,394$244 12/31/2023
Signature Securities Group Corporation3,202$243 03/31/2024
     MDYV3,202$243 03/31/2024
Rehmann Capital Advisory Group3,318$243 12/31/2023
     MDYV3,318$243 12/31/2023
Private Trust Co. NA3,166$241 03/31/2024
     MDYV3,166$241 03/31/2024
Focus Financial Network Inc. ADV3,285$241 12/31/2023
     MDYV3,285$241 12/31/2023
Continuum Advisory LLC3,231$239 12/31/2023
     MDYV3,231$239 12/31/2023
Essex Financial Services Inc.3,090$235 03/31/2024
     MDYV3,090$235 03/31/2024
BIP Wealth LLC3,182$233 12/31/2023
     MDYV3,182$233 12/31/2023
Appleton Partners Inc. MA3,058$232 03/31/2024
     MDYV3,058$232 03/31/2024
Centennial Wealth Advisory LLC2,925$222 03/31/2024
     MDYV2,925$222 03/31/2024
Dorsey & Whitney Trust CO LLC2,890$212 12/31/2023
     MDYV2,890$212 12/31/2023
Somerset Trust Co2,771$211 03/31/2024
     MDYV2,771$211 03/31/2024
CENTRAL TRUST Co2,740$208 03/31/2024
     MDYV2,740$208 03/31/2024
Redhawk Wealth Advisors Inc.2,841$208 12/31/2023
     MDYV2,841$208 12/31/2023
German American Bancorp Inc.2,823$207 12/31/2023
     MDYV2,823$207 12/31/2023
Texas Yale Capital Corp.2,825$207 12/31/2023
     MDYV2,825$207 12/31/2023
Edmonds Duncan Registered Investment Advisors LLC2,713$206 03/31/2024
     MDYV2,713$206 03/31/2024
WealthPLAN Partners LLC2,760$203 12/31/2023
     MDYV2,760$203 12/31/2023
RIA Advisory Group LLC2,665$196 12/31/2023
     MDYV2,665$196 12/31/2023
Assetmark Inc.2,536$186 12/31/2023
     MDYV2,536$186 12/31/2023
The PNC Financial Services Group Inc.2,394$176 12/31/2023
     MDYV2,394$176 12/31/2023
DHJJ Financial Advisors Ltd.2,285$174 03/31/2024
     MDYV2,285$174 03/31/2024
Scarborough Advisors LLC2,212$162 12/31/2023
     MDYV2,212$162 12/31/2023
FMR LLC2,132$156 12/31/2023
     MDYV2,132$156 12/31/2023
Iron Horse Wealth Management LLC1,943$148 03/31/2024
     MDYV1,943$148 03/31/2024
Huntington National Bank2,000$147 12/31/2023
     MDYV2,000$147 12/31/2023
Sachetta LLC1,998$147 12/31/2023
     MDYV1,998$147 12/31/2023
Centaurus Financial Inc.1,821$134 12/31/2023
     MDYV1,821$134 12/31/2023
Northwest Financial Advisors1,751$128 12/31/2023
     MDYV1,751$128 12/31/2023
Bartlett & Co. LLC1,501$111 12/31/2023
     MDYV1,501$111 12/31/2023
Bartlett & CO. Wealth Management LLC1,501$111 12/31/2023
     MDYV1,501$111 12/31/2023
EP Wealth Advisors LLC1,445$106 12/31/2023
     MDYV1,445$106 12/31/2023
Tidemark LLC1,442$106 12/31/2023
     MDYV1,442$106 12/31/2023
UMB Bank N A MO1,301$99 03/31/2024
     MDYV1,301$99 03/31/2024
Qube Research & Technologies Ltd1,172$86 12/31/2023
     MDYV1,172$86 12/31/2023
Carmichael Hill & Associates Inc.1,060$81 03/31/2024
     MDYV1,060$81 03/31/2024
AdvisorNet Financial Inc841$64 03/31/2024
     MDYV841$64 03/31/2024
EPG Wealth Management LLC826$58 12/31/2023
     MDYV826$58 12/31/2023
Capital Analysts LLC710$52 12/31/2023
     MDYV710$52 12/31/2023
Smithfield Trust Co.700$51 12/31/2023
     MDYV700$51 12/31/2023
Creative Financial Designs Inc. ADV635$47 12/31/2023
     MDYV635$47 12/31/2023
Evensky & Katz LLC603$46 03/31/2024
     MDYV603$46 03/31/2024
Jackson Grant Investment Advisers Inc.610$45 12/31/2023
     MDYV610$45 12/31/2023
Capital Investment Advisory Services LLC562$43 03/31/2024
     MDYV562$43 03/31/2024
Ballast Advisors LLC531$39 12/31/2023
     MDYV531$39 12/31/2023
Richardson Financial Services Inc.479$35 12/31/2023
     MDYV479$35 12/31/2023
JFS Wealth Advisors LLC465$34 12/31/2023
     MDYV465$34 12/31/2023
PSI Advisors LLC431$33 03/31/2024
     MDYV431$33 03/31/2024
Princeton Global Asset Management LLC444$33 12/31/2023
     MDYV444$33 12/31/2023
Beacon Capital Management LLC407$30 12/31/2023
     MDYV407$30 12/31/2023
GoalVest Advisory LLC369$28 03/31/2024
     MDYV369$28 03/31/2024
Sunbelt Securities Inc.311$24 03/31/2024
     MDYV311$24 03/31/2024
Caitlin John LLC330$24 12/31/2023
     MDYV330$24 12/31/2023
WASHINGTON TRUST Co305$23 03/31/2024
     MDYV305$23 03/31/2024
Front Row Advisors LLC300$22 12/31/2023
     MDYV300$22 12/31/2023
NBC Securities Inc.271$21 03/31/2024
     MDYV271$21 03/31/2024
Key Financial Inc274$20 12/31/2023
     MDYV274$20 12/31/2023
Family Capital Trust Co251$19 03/31/2024
     MDYV251$19 03/31/2024
Oak Harbor Wealth Partners LLC233$18 03/31/2024
     MDYV233$18 03/31/2024
Manchester Capital Management LLC228$17 12/31/2023
     MDYV228$17 12/31/2023
O Shaughnessy Asset Management LLC226$17 12/31/2023
     MDYV226$17 12/31/2023
Future Financial Wealth Managment LLC210$16 03/31/2024
     MDYV210$16 03/31/2024
Advisory Services Network LLC215$16 12/31/2023
     MDYV215$16 12/31/2023
Pinnacle Bank199$15 03/31/2024
     MDYV199$15 03/31/2024
Ancora Advisors LLC200$15 12/31/2023
     MDYV200$15 12/31/2023
TD Capital Management LLC211$15 12/31/2023
     MDYV211$15 12/31/2023
Cherry Tree Wealth Management LLC209$15 12/31/2023
     MDYV209$15 12/31/2023
Sage Mountain Advisors LLC190$14 03/31/2024
     MDYV190$14 03/31/2024
SRS Capital Advisors Inc.165$12 12/31/2023
     MDYV165$12 12/31/2023
First Personal Financial Services147$11 03/31/2024
     MDYV147$11 03/31/2024
Stephens Consulting LLC149$11 03/31/2024
     MDYV149$11 03/31/2024
Tower View Investment Management & Research LLC148$11 12/31/2023
     MDYV148$11 12/31/2023
Thompson Investment Management Inc.125$10 03/31/2024
     MDYV125$10 03/31/2024
Householder Group Estate & Retirement Specialist LLC125$9 12/31/2023
     MDYV125$9 12/31/2023
Baystate Wealth Management LLC105$8 12/31/2023
     MDYV105$8 12/31/2023
Aspire Private Capital LLC97$7 03/31/2024
     MDYV97$7 03/31/2024
Gradient Investments LLC77$6 03/31/2024
     MDYV77$6 03/31/2024
EverSource Wealth Advisors LLC83$6 12/31/2023
     MDYV83$6 12/31/2023
RE Dickinson Investment Advisors LLC82$6 12/31/2023
     MDYV82$6 12/31/2023
Woodmont Investment Counsel LLC70$5 03/31/2024
     MDYV70$5 03/31/2024
Mather Group LLC.71$5 03/31/2024
     MDYV71$5 03/31/2024
Raleigh Capital Management Inc.65$5 12/31/2023
     MDYV65$5 12/31/2023
Howe & Rusling Inc.51$4 12/31/2023
     MDYV51$4 12/31/2023
Baldwin Brothers Inc. MA44$3 03/31/2024
     MDYV44$3 03/31/2024
M&R Capital Management Inc.42$3 03/31/2024
     MDYV42$3 03/31/2024
Wetzel Investment Advisors Inc.44$3 03/31/2024
     MDYV44$3 03/31/2024
Cedar Mountain Advisors LLC26$2 03/31/2024
     MDYV26$2 03/31/2024
Archer Investment Corp23$2 12/31/2023
     MDYV23$2 12/31/2023
Matrix Private Capital Group LLC25$2 12/31/2023
     MDYV25$2 12/31/2023
Hanson & Doremus Investment Management19$1 03/31/2024
     MDYV19$1 03/31/2024
Financial Management Professionals Inc.17$1 03/31/2024
     MDYV17$1 03/31/2024
Sound Income Strategies LLC11$1 03/31/2024
     MDYV11$1 03/31/2024
Citigroup Inc.12$1 12/31/2023
     MDYV12$1 12/31/2023
Financial Gravity Asset Management Inc.13$1 12/31/2023
     MDYV13$1 12/31/2023
Tompkins Financial Corp6$0 03/31/2024
     MDYV6$0 03/31/2024
Provident Wealth Management LLC1$0 03/31/2024
     MDYV1$0 03/31/2024

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

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