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Disclosery

MARM FIRST TR EXCHNG TRADED FD VI

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VEST US EQUITY M (fund)

80 managers (80 13F filers) reported a position in MARM shares at 2024-12-31, 2,531,930 shares in all. 4 filers opened a position and 14 filers sold out during the quarter.

Managers
80
13F filers
80
New
4
Added
11
Reduced
32
Sold out
14
Shares held by filers
2,531,930

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
COMMONWEALTH EQUITY SERVICES, LLC394,842$12.2M0.02%-89,93913F-HRTimeline
Ignite Planners, LLC258,406$8.01M1.76%-74213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC104,167$3.22M0.02%+2,31713F-HRTimelineGroup
Coppell Advisory Solutions LLC100,579$3.11M0.43%+2,69413F-HRTimeline
Cetera Investment Advisers100,421$3.1M0.01%-22,51313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS68,281$2.11M0.01%-7,50013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management65,500$2.02M0.03%-4,97513F-HRTimelineGroup
Atria Wealth Solutions, Inc.62,188$1.92M0.02%-10,75813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC59,625$1.84M0.04%013F-HRTimelineGroup
WESPAC Advisors SoCal, LLC59,140$1.83M0.41%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC56,498$1.74M0.13%+27,22213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,001$1.57M<0.01%+31,77213F-HRTimelineGroup
IFP Advisors, Inc49,471$1.53M0.05%013F-HRTimeline
Prostatis Group LLC49,056$1.51M0.44%-48,22513F-HRTimeline
Cresset Asset Management, LLC43,945$1.36M0.01%-17013F-HRTimeline
OLD MISSION CAPITAL LLC42,217$1.3M0.03%+17,83713F-HRTimeline
Signal Advisors Wealth, LLC41,842$1.29M0.15%-8,13213F-HRTimeline
Legacy Edge Advisors, LLC40,741$1.26M0.2%-64413F-HRTimeline
Foguth Wealth Management, LLC.36,990$1.16M0.3%-12,98413F-HRTimeline
Main Street Financial Solutions, LLC37,272$1.15M0.11%-4,00013F-HRTimeline
UPTICK PARTNERS, LLC36,144$1.12M0.4%013F-HRTimeline
Madrona Financial Services, LLC34,766$1.07M0.29%013F-HRTimeline
NewEdge Advisors, LLC33,353$1.03M0.01%+8,04313F-HRTimeline
Clear Creek Financial Management, LLC32,286$997K0.11%-38,46013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,258$996K<0.01%-12,22513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV31,785$982K0.08%-17513F-HRTimeline
Cambridge Investment Research Advisors,…30,865$953K<0.01%-34513F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…30,134$931K0.34%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC30,047$928K0.12%-4,25013F-HRTimeline
HARBOUR INVESTMENTS, INC.28,522$881K0.03%+42013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,250$811K<0.01%013F-HRTimelineGroup
Mutual Advisors, LLC24,477$761K0.02%013F-HRTimeline
Bullseye Investment Management, LLC23,239$719K0.48%-14,30713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…23,257$718K0.14%013F-HRTimelineGroup
Sage Capital Advisors,llc22,603$698K0.18%013F-HRTimeline
Mariner, LLCin group Mariner, LLC20,648$638K<0.01%013F-HRTimelineGroup
BlueChip Wealth Advisors LLC19,676$608K0.34%013F-HRTimeline
Cooper Financial Group18,970$586K0.07%+7,36213F-HRTimeline
Triumph Capital Management17,900$553K0.19%-3,15013F-HRTimeline
WORLD EQUITY GROUP, INC.17,016$525K0.11%-52013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,426$476K0.03%-2,20413F-HR/ATimelineGroup
Jaffetilchin Investment Partners, LLC15,215$470K0.03%013F-HRTimeline
Syntegra Private Wealth Group, LLC14,921$461K0.05%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…14,617$451K0.02%013F-HRTimeline
Chris Bulman Inc13,667$422K0.27%-81113F-HRTimeline
LPL Financial LLC11,404$352K<0.01%-61,78013F-HRTimeline
First Heartland Consultants, Inc.11,305$349K0.04%-1,11013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,729$331K0.01%-1,16313F-HRTimelineGroup
SECURED RETIREMENT ADVISORS, LLC9,480$293K0.17%013F-HRTimeline
IMG Wealth Management, Inc.9,450$292K0.27%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,767$271K0.01%+14413F-HRTimeline
Koshinski Asset Management, Inc.8,570$265K0.02%-1,00013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,569$265K<0.01%+48213F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC8,241$254K0.06%013F-HRTimeline
Certified Advisory Corp8,168$252K0.03%013F-HRTimeline
EPG Wealth Management LLC8,150$252K0.07%013F-HRTimeline
SMITH, MOORE & CO.8,006$247K0.02%-30013F-HRTimeline
Bison Wealth, LLC7,527$232K0.03%13F-HRTimeline
SageView Advisory Group, LLC7,270$224K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…7,030$217K<0.01%013F-HRTimeline
AE Wealth Management LLC6,945$214K<0.01%-5,97613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,935$214K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC6,849$211K<0.01%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC6,760$209K0.13%-10,31713F-HRTimeline
MN Wealth Advisors, LLC6,700$207K0.12%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC6,564$203K<0.01%+4,85013F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,778$178K<0.01%-7,33013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,031$155K<0.01%013F-HR/ATimelineGroup
Creekmur Asset Management LLC3,215$99.3K0.02%-19413F-HRTimeline
CWM, LLCin group CWM, LLC3,120$96K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC3,000$92.6K0.02%013F-HRTimeline
Noble Wealth Management PBC1,715$53K0.04%13F-HRTimeline
Geneos Wealth Management Inc.1,480$45.7K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.1,240$38.3K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,210$37K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC900$27.8K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.750$23.2K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG674$20.8K<0.01%-2,91813F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…170$5.3K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.4$124<0.01%13F-HRTimeline