Filing Research | MBWM - MERCANTILE BANK CORP Institutional Holdings

Snapshot holdings

34 / 34 loaded

#		Instrument	quantity
1	Tributary Capital Management, LLC	Shares	218.1KSH	$12.5M
2	jvl associates llc	Shares	67.2KSH	$3.9M
3	Abundance Wealth Counselors	Shares	56.2KSH	$3.2M
4	LaFleur & Godfrey LLC	Shares	30.6KSH	$1.8M
5	Discipline Wealth Solutions, LLC	Shares	19.8KSH	$1.1M
6	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	16.2KSH	$927.9K
7	CHICAGO TRUST Co NA	Shares	15.6KSH	$895.2K
8	Hennion & Walsh Asset Management, Inc.	Shares	13.2KSH	$759.0K
9	Shakespeare Wealth Management, LLC	Shares	11.6KSH	$664.6K
10	Sequoia Financial Advisors, LLC	Shares	7.7KSH	$443.2K
11	Farther Finance Advisors, LLC	Shares	7.1KSH	$404.9K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	6.8KSH	$386.0K
13	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	5.8KSH	$334.0K
14	Police & Firemen's Retirement System of New Jersey	Shares	5.3KSH	$306.6K
15	GREENLEAF TRUST	Shares	5.0KSH	$288.8K
16	Well Done, LLC	Shares	3.7KSH	$214.1K
17	FIRST HORIZON CORP	Shares	541SH	$31.1K
18	IFP Advisors, Inc	Shares	446SH	$25.6K
19	TRUST CO OF TOLEDO NA /OH/	Shares	403SH	$23.1K
20	EverSource Wealth Advisors, LLC	Shares	358SH	$20.6K
21	Versant Capital Management, Inc	Shares	300SH	$17.2K
22	Center for Financial Planning, Inc.	Shares	283SH	$16.3K
23	GAMMA Investing LLC	Shares	211SH	$12.1K
24	Blue Trust, Inc.	Shares	197SH	$11.3K
25	SIGNATUREFD, LLC	Shares	100SH	$5.7K
26	True Wealth Design, LLC	Shares	82SH	$4.7K
27	Physician Wealth Advisors, Inc.	Shares	34SH	$2.0K
28	Fortitude Family Office, LLC	Shares	25SH	$1.4K
29	LVM CAPITAL MANAGEMENT LTD/MI	Shares	13.9KSH	$797
30	MassMutual Private Wealth & Trust, FSB	Shares	12SH	$689
31	CoreCap Advisors, LLC	Shares	11SH	$632
32	SJS Investment Consulting Inc.	Shares	3SH	$173
33	TFC Financial Management, Inc.	Shares	1SH	$58
34	State of Alaska, Department of Revenue	Shares	651SH	$37

Manager changes2026-06-30 vs 2026-03-31

35 / 35 loaded

#		Instrument
1	Abundance Wealth Counselors new	Shares	+56.2K	+$3.2M	$3.2M
2	Tributary Capital Management, LLC trimmed	Shares	-6.5K	+$1.2M	$12.5M
3	jvl associates llc added	Shares	+1.7K	+$550.1K	$3.9M
4	Sequoia Financial Advisors, LLC new	Shares	+7.7K	+$443.2K	$443.2K
5	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+5.8K	+$334.0K	$334.0K
6	Well Done, LLC new	Shares	+3.7K	+$214.1K	$214.1K
7	LaFleur & Godfrey LLC trimmed	Shares	-904	+$166.1K	$1.8M
8	Discipline Wealth Solutions, LLC unchanged	Shares	0	+$137.2K	$1.1M
9	CHICAGO TRUST Co NA unchanged	Shares	0	+$107.9K	$895.2K
10	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-256	+$98.9K	$927.9K
11	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-76	+$87.6K	$759.0K
12	Shakespeare Wealth Management, LLC unchanged	Shares	0	+$80.1K	$664.6K
13	Police & Firemen's Retirement System of New Jersey added	Shares	+803	+$77.5K	$306.6K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+618	+$69.4K	$386.0K
15	Farther Finance Advisors, LLC trimmed	Shares	-25	+$43.6K	$404.9K
16	GREENLEAF TRUST added	Shares	+17	+$35.7K	$288.8K
17	FIRST HORIZON CORP new	Shares	+541	+$31.1K	$31.1K
18	IFP Advisors, Inc added	Shares	+5	+$3.3K	$25.6K
19	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$2.8K	$23.1K
20	Versant Capital Management, Inc unchanged	Shares	0	+$2.1K	$17.2K
21	Center for Financial Planning, Inc. unchanged	Shares	0	+$2.0K	$16.3K
22	GAMMA Investing LLC unchanged	Shares	0	+$1.5K	$12.1K
23	Fortitude Family Office, LLC new	Shares	+25	+$1.4K	$1.4K
24	Blue Trust, Inc. added	Shares	+1	+$1.4K	$11.3K
25	CoreCap Advisors, LLC new	Shares	+11	+$632	$632
26	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$236	$2.0K
27	True Wealth Design, LLC trimmed	Shares	-9	+$113	$4.7K
28	EverSource Wealth Advisors, LLC trimmed	Shares	-47	+$102	$20.6K
29	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$83	$689
30	SJS Investment Consulting Inc. unchanged	Shares	0	+$21	$173
31	TFC Financial Management, Inc. unchanged	Shares	0	+$7	$58
32	State of Alaska, Department of Revenue unchanged	Shares	0	+$5	$37
33	SIGNATUREFD, LLC trimmed	Shares	-71	-$2.9K	$5.7K
34	Abacus Wealth Partners, LLC exited	Shares	-6.3K	-$319.3K	$0
35	Y-Intercept (Hong Kong) Ltd exited	Shares	-14.0K	-$708.6K	$0