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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 2025-03-31, 2,175,341 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
80
13F filers
80
New
7
Added
24
Reduced
31
Sold out
7
Shares held by filers
2,175,341

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Ignite Planners, LLC278,108$8.75M1.71%+19,70213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC223,373$7M0.01%-171,46913F-HRTimeline
Cetera Investment Advisers150,803$4.73M0.01%+50,38213F-HRTimeline
Coppell Advisory Solutions LLC91,172$2.86M0.4%-9,40713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC89,569$2.81M0.01%-14,59813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management70,534$2.21M0.03%+5,03413F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC65,940$2.07M0.57%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS64,877$2.03M0.01%-3,40413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC50,824$1.59M0.15%-5,67413F-HR/ATimeline
Cresset Asset Management, LLC48,945$1.53M0.01%+5,00013F-HRTimeline
Atria Wealth Solutions, Inc.48,721$1.53M0.02%-13,46713F-HRTimeline
IFP Advisors, Inc41,819$1.31M0.04%-7,65213F-HRTimeline
Mutual Advisors, LLC40,337$1.26M0.04%+15,86013F-HRTimeline
NewEdge Advisors, LLC38,278$1.2M0.01%+4,92513F-HRTimeline
Madrona Financial Services, LLC37,982$1.19M0.33%+3,21613F-HRTimeline
Main Street Financial Solutions, LLC37,152$1.17M0.1%-12013F-HRTimeline
UPTICK PARTNERS, LLC34,290$1.08M0.36%-1,85413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC34,282$1.08M<0.01%new13F-HR/ATimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…30,134$945K0.35%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.29,329$920K0.03%+80713F-HRTimeline
Legacy Edge Advisors, LLC27,139$851K0.13%-13,60213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,571$833K<0.01%+32113F-HRTimelineGroup
Cambridge Investment Research Advisors,…26,048$817K<0.01%-4,81713F-HRTimeline
Signal Advisors Wealth, LLC24,407$765K0.07%-17,43513F-HRTimeline
Foguth Wealth Management, LLC.24,407$765K0.19%-12,58313F-HRTimeline
Bullseye Investment Management, LLC24,311$762K0.46%+1,07213F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…24,257$761K0.03%+1,00013F-HRTimelineGroup
LPL Financial LLC23,442$735K<0.01%+12,03813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,239$666K<0.01%-29,76213F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,200$665K0.01%-38,42513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC20,648$648K<0.01%013F-HRTimelineGroup
BlueChip Wealth Advisors LLC19,676$617K0.3%013F-HRTimeline
Clear Creek Financial Management, LLC18,666$585K0.06%-13,62013F-HRTimeline
Triumph Capital Management18,650$585K0.19%+75013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…16,311$512K0.02%+5,58213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,022$502K<0.01%+10,99113F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC15,215$477K0.03%013F-HRTimeline
Syntegra Private Wealth Group, LLC14,921$468K0.05%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…14,617$458K0.02%013F-HRTimeline
WORLD EQUITY GROUP, INC.14,444$453K0.13%-2,57213F-HRTimeline
Prostatis Group LLC14,353$450K0.14%-34,70313F-HRTimeline
GPS Wealth Strategies Group, LLC13,516$424K0.06%-16,53113F-HRTimeline
Chris Bulman Inc13,388$420K0.27%-27913F-HRTimeline
Cooper Financial Group12,754$400K0.05%-6,21613F-HRTimeline
First Heartland Consultants, Inc.11,305$355K0.04%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,186$351K<0.01%+2,61713F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.10,274$322K0.02%-5,15213F-HR/ATimelineGroup
Sage Capital Advisors,llc9,413$295K0.08%-13,19013F-HRTimeline
IMG Wealth Management, Inc.8,872$278K0.25%-57813F-HRTimeline
Arkadios Wealth Advisors8,850$278K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,750$274K0.01%-1713F-HRTimeline
Koshinski Asset Management, Inc.8,570$269K0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC8,281$260K<0.01%+1,43213F-HRTimeline
Certified Advisory Corp8,168$256K0.03%013F-HRTimeline
SMITH, MOORE & CO.7,906$248K0.02%-10013F-HRTimeline
MN Wealth Advisors, LLC7,650$240K0.14%+95013F-HRTimeline
Bison Wealth, LLC7,527$236K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.7,464$234K0.09%+6,22413F-HRTimeline
SageView Advisory Group, LLC7,270$228K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…7,030$220K<0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,935$217K<0.01%013F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC6,825$214K<0.01%new13F-HRTimeline
Obsidian Personal Planning Solutions LLC6,741$212K0.09%new13F-HRTimeline
EPG Wealth Management LLC6,150$193K0.05%-2,00013F-HRTimeline
AE Wealth Management LLC5,759$181K<0.01%-1,18613F-HRTimeline
Creekmur Asset Management LLC4,777$150K0.03%+1,56213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,712$148K<0.01%-1,85213F-HR/ATimelineGroup
Geneos Wealth Management Inc.4,310$135K<0.01%+2,83013F-HRTimeline
Arax Advisory Partners4,169$131K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC3,120$98K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC3,000$94.1K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,729$54K<0.01%+51913F-HRTimelineGroup
Noble Wealth Management PBC1,715$53.8K0.04%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,247$39.1K<0.01%-30,53813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC900$27.8K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG785$24.6K<0.01%+11113F-HRTimelineGroup
Sunbelt Securities, Inc.750$23.5K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY525$16.5K<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.5$157<0.01%+113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-17013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.