iShares MSCI Global Min Vol Factor ETF(ACWV)

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iShares MSCI Global Min Vol Factor ETF(ACWV)

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$126.70—

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ACWV(ACWV)

ACWV

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Institutional Ownership

Top 452 Institutional Holders

Holder	Shares	Date	Change	% Held
ASPIRIANT, LLC	2.43M	Jun 30, 26	-5.62K	9.35%
ENVESTNET ASSET MANAGEMENT INC	194.07K	Jun 30, 26	+599	0.75%
DORVAL Corp	186.71K	Jun 30, 26	+6.23K	0.72%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	128.88K	Jun 30, 26	-5.74K	0.50%
HB Wealth Management, LLC	122.46K	Jun 30, 26	-269	0.47%
Ackerman Capital Advisors, LLC	119.88K	Jun 30, 26	-9.56K	0.46%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	83.91K	Jun 30, 26	-1.24K	0.32%
COMMONWEALTH EQUITY SERVICES, LLC	83.31K	Jun 30, 26	-10.64K	0.32%
Dynamic Advisor Solutions LLC	82.17K	Jun 30, 26	+1.24K	0.32%
Kestra Advisory Services, LLC	79.48K	Jun 30, 26	-6.03K	0.31%
TRUIST FINANCIAL CORP	77.85K	Jun 30, 26	-1.71K	0.30%
Sequoia Financial Advisors, LLC	68.18K	Jun 30, 26	-10.59K	0.26%
Patriot Financial Group Insurance Agency, LLC	62.49K	Jun 30, 26	-56.80K	0.24%
SYM FINANCIAL Corp	48.96K	Jun 30, 26	+723	0.19%
IRON Financial LLC	48.13K	Jun 30, 26	-320	0.18%
Apella Capital, LLC	44.99K	Jun 30, 26	-516	0.17%
Cadent Capital Advisors, LLC	35.74K	Jun 30, 26	-1.90K	0.14%
Annex Advisory Services, LLC	35.55K	Jun 30, 26	+92	0.14%
Creekside Partners	31.68K	Jun 30, 26	+121	0.12%
HighTower Advisors, LLC	30.68K	Jun 30, 26	-2.32K	0.12%
Cambridge Investment Research Advisors, Inc.	30.24K	Jun 30, 26	+1.38K	0.12%
Merit Financial Group, LLC	29.16K	Jun 30, 26	-1.14K	0.11%
OLD NATIONAL BANCORP /IN/	28.75K	Jun 30, 26	-1.35K	0.11%
K2 Financial Inc.	20.33K	Jun 30, 26	+460	0.08%
Family Wealth Group, LLC	17.29K	Jun 30, 26	+151	0.07%
Lester Murray Antman dba SimplyRich	16.46K	Jun 30, 26	+38	0.06%
Balentine LLC	16.38K	Jun 30, 26	-398	0.06%
XY Planning Network, Inc.	14.75K	Jun 30, 26	-417	0.06%
Clearstead Advisors, LLC	12.83K	Jun 30, 26	-853	0.05%
Professional Financial Advisors, LLC	11.97K	Jun 30, 26	-605	0.05%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	11.93K	Jun 30, 26	+94	0.05%
ARKANSAS FINANCIAL GROUP, INC.	11.49K	Jun 30, 26	--	0.04%
Valmark Advisers, Inc.	10.54K	Jun 30, 26	-1.07K	0.04%
Janney Montgomery Scott LLC	10.49K	Jun 30, 26	-7	0.04%
ALESCO ADVISORS LLC	10.44K	Jun 30, 26	--	0.04%
RIK SAYLOR FINANCIAL, INC.	10.17K	Jun 30, 26	-597	0.04%
DIVERSIFY WEALTH MANAGEMENT, LLC	9.98K	Jun 30, 26	+255	0.04%
WBH ADVISORY INC	8.98K	Jun 30, 26	-176	0.03%
Connecticut Wealth Management, LLC	8.73K	Jun 30, 26	+577	0.03%
Bond & Devick Financial Network, Inc.	8.33K	Jun 30, 26	--	0.03%
J.W. COLE ADVISORS, INC.	8.32K	Jun 30, 26	+8.32K	0.03%
Bulwark Capital Corp	7.18K	Jun 30, 26	+2.32K	0.03%
Geneos Wealth Management Inc.	7.11K	Jun 30, 26	+241	0.03%
PFG Advisors	7.10K	Jun 30, 26	-186	0.03%
Concurrent Investment Advisors, LLC	7.05K	Jun 30, 26	+1.25K	0.03%
Granite Harbor Advisors, Inc.	6.96K	Jun 30, 26	--	0.03%
Well Done, LLC	6.92K	Jun 30, 26	+1	0.03%
TBH Global Asset Management, LLC	6.37K	Jun 30, 26	--	0.02%
Farther Finance Advisors, LLC	6.15K	Jun 30, 26	-142	0.02%
PRINCIPAL SECURITIES, INC.	6.04K	Jun 30, 26	+10	0.02%
Diversified Enterprises, LLC	5.73K	Jun 30, 26	+89	0.02%
United Advisor Group, LLC	5.67K	Jun 30, 26	+363	0.02%
FIFTH THIRD BANCORP	5.54K	Jun 30, 26	-248	0.02%
Bryant Woods Investment Advisors, LLC	5.51K	Jun 30, 26	--	0.02%
Wealth Dimensions Group, Ltd.	5.48K	Jun 30, 26	-235	0.02%
TD Waterhouse Canada Inc.	5.37K	Jun 30, 26	+76	0.02%
Armbruster Capital Management, Inc.	5.16K	Jun 30, 26	--	0.02%
LifeGoal Wealth Advisors	4.99K	Jun 30, 26	-166	0.02%
CKW FINANCIAL GROUP	4.94K	Jun 30, 26	+73	0.02%
Turtle Creek Wealth Advisors, LLC	4.60K	Jun 30, 26	--	0.02%
LANDAAS & CO /WI /ADV	4.49K	Jun 30, 26	--	0.02%
WHITTIER TRUST CO OF NEVADA INC	4.42K	Jun 30, 26	--	0.02%
Private Advisor Group, LLC	4.40K	Jun 30, 26	+3	0.02%
PDS Planning, Inc	4.03K	Jun 30, 26	+18	0.02%
Brookstone Capital Management	3.74K	Jun 30, 26	-32.48K	0.01%
Stewardship Advisors, LLC	3.65K	Jun 30, 26	+19	0.01%
Asset Dedication, LLC	3.65K	Jun 30, 26	--	0.01%
Sensible Money, LLC	3.65K	Jun 30, 26	--	0.01%
Investment Partners Asset Management, Inc.	3.64K	Jun 30, 26	+415	0.01%
Rathbones Group PLC	3.63K	Jun 30, 26	+105	0.01%
APPLETON PARTNERS INC/MA	3.58K	Jun 30, 26	--	0.01%
FAS Wealth Partners, Inc.	3.44K	Jun 30, 26	-227	0.01%
AE Wealth Management LLC	3.21K	Jun 30, 26	-123	0.01%
EASTERN BANK	3.17K	Jun 30, 26	--	0.01%
Focus Financial Network, Inc.	2.85K	Jun 30, 26	+22	0.01%
Keystone Financial Group	2.84K	Jun 30, 26	--	0.01%
Stanich Group LLC	2.82K	Jun 30, 26	-372	0.01%
WPG Advisers, LLC	2.82K	Jun 30, 26	+20	0.01%
Buckingham Strategic Partners	2.77K	Jun 30, 26	+255	0.01%
Joel Isaacson & Co., LLC	2.75K	Jun 30, 26	+5	0.01%
Hilltop Partners LLC	2.74K	Jun 30, 26	-79	0.01%
Parisi Gray Wealth Management	2.71K	Jun 30, 26	--	0.01%
Vestment Financial LLC	2.68K	Jun 30, 26	-146	0.01%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	2.57K	Jun 30, 26	--	0.01%
First American Bank	2.50K	Jun 30, 26	--	0.01%
WP Advisors, LLC	2.40K	Jun 30, 26	+21	0.01%
First Heartland Consultants, Inc.	2.34K	Jun 30, 26	--	0.01%
Lynx Investment Advisory	2.28K	Jun 30, 26	+71	0.01%
Veery Capital, LLC	2.22K	Jun 30, 26	+238	0.01%
Argent Trust Co	2.20K	Jun 30, 26	-100	0.01%
CGN Advisors LLC	2.19K	Jun 30, 26	--	0.01%
ALTERNA WEALTH MANAGEMENT, INC	2.17K	Jun 30, 26	+2.17K	0.01%
Independent Wealth Network Inc.	2.16K	Jun 30, 26	+150	0.01%
Graves Light Lenhart Wealth, Inc.	2.15K	Jun 30, 26	--	0.01%
EVERGREEN CAPITAL MANAGEMENT LLC	2.14K	Jun 30, 26	--	0.01%
Global Retirement Partners, LLC	2.08K	Jun 30, 26	+2.08K	0.01%
PATTEN & PATTEN INC/TN	2.02K	Jun 30, 26	--	0.01%
PETRA FINANCIAL ADVISORS INC	2.01K	Jun 30, 26	+2.01K	0.01%
Soltis Investment Advisors LLC	1.94K	Jun 30, 26	+16	0.01%
Lee Financial Co	1.93K	Jun 30, 26	--	0.01%
RFG Advisory, LLC	1.92K	Jun 30, 26	+1.92K	0.01%
Mascoma Wealth Management LLC	1.86K	Jun 30, 26	--	0.01%
Ferguson Shapiro LLC	1.82K	Jun 30, 26	+16	0.01%
Trilogy Capital Inc.	1.81K	Jun 30, 26	-1.53K	0.01%
JMG Financial Group, Ltd.	1.74K	Jun 30, 26	--	0.01%
Oliver Luxxe Assets LLC	1.73K	Jun 30, 26	+1.73K	0.01%
Syntegra Private Wealth Group, LLC	1.72K	Jun 30, 26	-73	0.01%
Pacific Center for Financial Services	1.29K	Jun 30, 26	+11	0.00%
AdvisorNet Financial, Inc	1.23K	Jun 30, 26	-145	0.00%
Capital Investment Advisory Services, LLC	1.01K	Jun 30, 26	--	0.00%
Rossby Financial, LCC	958	Jun 30, 26	-149	0.00%
Cape Investment Advisory, Inc.	889	Jun 30, 26	+889	0.00%
Holos Integrated Wealth LLC	854	Jun 30, 26	--	0.00%
Spire Wealth Management	787	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	745	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	738	Jun 30, 26	+50	0.00%
ASSETMARK, INC	694	Jun 30, 26	-192	0.00%
Parallel Advisors, LLC	627	Jun 30, 26	--	0.00%
IFP Advisors, Inc	564	Jun 30, 26	--	0.00%
Capital Analysts, LLC	555	Jun 30, 26	--	0.00%
Triumph Capital Management	548	Jun 30, 26	-550	0.00%
Sachetta, LLC	411	Jun 30, 26	--	0.00%
TOTH FINANCIAL ADVISORY CORP	393	Jun 30, 26	--	0.00%
VSM Wealth Advisory, LLC	388	Jun 30, 26	--	0.00%
Cornerstone Planning Group LLC	306	Jun 30, 26	+2	0.00%
NBC SECURITIES, INC.	294	Jun 30, 26	--	0.00%
CENTRAL TRUST Co	269	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	230	Jun 30, 26	-16	0.00%
CALDWELL SUTTER CAPITAL, INC.	162	Jun 30, 26	--	0.00%
GHP Investment Advisors, Inc.	161	Jun 30, 26	--	0.00%
GAMMA Investing LLC	154	Jun 30, 26	--	0.00%
Vermillion Wealth Management, Inc.	147	Jun 30, 26	+2	0.00%
Buck Wealth Strategies, LLC	128	Jun 30, 26	+128	0.00%
SIGNATUREFD, LLC	102	Jun 30, 26	--	0.00%
Crewe Advisors LLC	100	Jun 30, 26	--	0.00%
Investors Research Corp	99	Jun 30, 26	--	0.00%
First Pacific Financial	87	Jun 30, 26	+1	0.00%
Ronald Blue Trust, Inc.	78	Jun 30, 26	+22	0.00%
Continuum Advisory, LLC	77	Jun 30, 26	+77	0.00%
CoreCap Advisors, LLC	65	Jun 30, 26	--	0.00%
BARRETT & COMPANY, INC.	60	Jun 30, 26	--	0.00%
GGM Financials LLC	60	Jun 30, 26	+1	0.00%
BankPlus Trust Department	23	Jun 30, 26	-29	0.00%
HORIZON FINANCIAL SERVICES, LLC	15	Jun 30, 26	+15	0.00%
Ashton Thomas Private Wealth, LLC	13	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	6	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	4	Jun 30, 26	--	0.00%
Golden State Equity Partners	--	Jun 30, 26	-93	--
Strategic Financial Concepts, LLC	--	Jun 30, 26	-4.62K	--
CITIGROUP INC	--	Jun 30, 26	-2	--
Lebenthal Global Advisors, LLC	--	Jun 30, 26	-1.73K	--
Y-Intercept (Hong Kong) Ltd	--	Jun 30, 26	-1.77K	--
Symmetry Partners, LLC	--	Jun 30, 26	-1.83K	--
TD Capital Management LLC	--	Jun 30, 26	-26	--
Accurate Wealth Management, LLC	--	Jun 30, 26	-1.96K	--
Strategic Blueprint, LLC	--	Jun 30, 26	-1.99K	--
Merkkuri Wealth Advisors LLC	--	Jun 30, 26	-293	--
BSW Wealth Partners	--	Jun 30, 26	-2.30K	--
Apeiron RIA LLC	--	Jun 30, 26	-1.79K	--
Glass Jacobson Investment Advisors llc	--	Jun 30, 26	-70	--
SEI INVESTMENTS CO	2.66M	Mar 31, 26	+54.66K	10.21%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	1.73M	Mar 31, 26	-257.08K	6.64%
BlackRock, Inc.	1.36M	Mar 31, 26	+62.27K	5.21%
BANK OF AMERICA CORP /DE/	1.21M	Mar 31, 26	-34.06K	4.66%
1832 Asset Management L.P.	924.11K	Mar 31, 26	-7.70K	3.55%
LPL Financial LLC	723.19K	Mar 31, 26	+20.53K	2.78%
UBS Group AG	500.65K	Mar 31, 26	+133.39K	1.92%
MORGAN STANLEY	412.33K	Mar 31, 26	+10.44K	1.58%
JANE STREET GROUP, LLC	392.77K	Mar 31, 26	+297.99K	1.51%
JPMORGAN CHASE & CO	177.04K	Mar 31, 26	+7.17K	0.68%
BESSEMER GROUP INC	168.19K	Mar 31, 26	--	0.65%
WELLS FARGO & COMPANY/MN	166.79K	Mar 31, 26	+28.28K	0.64%
Rockefeller Capital Management L.P.	150.50K	Mar 31, 26	-3.53K	0.58%
AMERIPRISE FINANCIAL INC	116.05K	Mar 31, 26	-124.85K	0.45%
RAYMOND JAMES FINANCIAL INC	110.93K	Mar 31, 26	+2.48K	0.43%
Equitable Holdings, Inc.	104.41K	Mar 31, 26	+3.46K	0.40%
Tacita Capital Inc	89.23K	Mar 31, 26	+1.14K	0.34%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	88.30K	Mar 31, 26	-928	0.34%
Mariner, LLC	88.14K	Mar 31, 26	-4.13K	0.34%
Beacon Pointe Advisors, LLC	74.56K	Mar 31, 26	+15.91K	0.29%
GLENMEDE TRUST CO NA	72.95K	Mar 31, 26	-14.75K	0.28%
JONES FINANCIAL COMPANIES LLLP	72.82K	Mar 31, 26	+35.06K	0.28%
MERCER GLOBAL ADVISORS INC /ADV	65.26K	Mar 31, 26	-35.57K	0.25%
ROYAL BANK OF CANADA	63.32K	Mar 31, 26	-16.80K	0.24%
Cetera Investment Advisers	59.77K	Mar 31, 26	+852	0.23%
Choate Investment Advisors	49.29K	Mar 31, 26	+49.29K	0.19%
ADVISOR GROUP HOLDINGS, INC.	48.77K	Mar 31, 26	+860	0.19%
NATIONAL BANK OF CANADA /FI/	48.14K	Mar 31, 26	+5.50K	0.19%
FLOW TRADERS U.S. LLC	46.17K	Mar 31, 26	+46.17K	0.18%
Financial Connections Group, Inc.	44.54K	Mar 31, 26	-437	0.17%
ALLIANCEBERNSTEIN L.P.	42.23K	Mar 31, 26	+72	0.16%
M Holdings Securities, Inc.	37.59K	Mar 31, 26	-134	0.14%
CWM, LLC	34.14K	Mar 31, 26	+808	0.13%
GSG Advisors LLC	33.44K	Mar 31, 26	+571	0.13%
WILEY BROS.-AINTREE CAPITAL, LLC	33.39K	Mar 31, 26	-2.40K	0.13%
UBS ASSET MANAGEMENT AMERICAS INC	31.15K	Mar 31, 26	+19.09K	0.12%
NewEdge Advisors, LLC	29.37K	Mar 31, 26	+277	0.11%
CAPTRUST FINANCIAL ADVISORS	29.02K	Mar 31, 26	-2.27K	0.11%
PRUDENTIAL PLC	25.58K	Mar 31, 26	+7.58K	0.10%
Perigon Wealth Management, LLC	20.57K	Mar 31, 26	-1.04K	0.08%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	20.53K	Mar 31, 26	+20.53K	0.08%
Arcus Capital Partners, LLC	17.82K	Mar 31, 26	-770	0.07%
Balentine LLC	16.78K	Mar 31, 26	+231	0.06%
U.S. Capital Wealth Advisors, LLC	16.56K	Mar 31, 26	+3.57K	0.06%
CIBC WORLD MARKET INC.	15.62K	Mar 31, 26	+150	0.06%
Stratos Wealth Advisors, LLC	15.61K	Mar 31, 26	-117	0.06%
Ausdal Financial Partners, Inc.	14.27K	Mar 31, 26	-87	0.05%
FMR LLC	13.66K	Mar 31, 26	+1.79K	0.05%
Visionary Wealth Advisors	13.08K	Mar 31, 26	-145	0.05%
Independent Advisor Alliance	12.98K	Mar 31, 26	+10.80K	0.05%
AQR CAPITAL MANAGEMENT LLC	12.78K	Mar 31, 26	+5.19K	0.05%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	12.74K	Mar 31, 26	-60	0.05%
Sanctuary Advisors, LLC	12.74K	Mar 31, 26	-2.53K	0.05%
NewEdge Wealth, LLC	11.96K	Mar 31, 26	--	0.05%
Valmark Advisers, Inc.	11.61K	Mar 31, 26	-8.89K	0.04%
PLANNING DIRECTIONS INC	11.41K	Mar 31, 26	--	0.04%
Portland Financial Advisors Inc	11.33K	Mar 31, 26	-826	0.04%
Ameritas Advisory Services, LLC	11.07K	Mar 31, 26	+170	0.04%
Mutual Advisors, LLC	11.01K	Mar 31, 26	+1.35K	0.04%
THRIVENT FINANCIAL FOR LUTHERANS	10.84K	Mar 31, 26	+1.14K	0.04%
RIK SAYLOR FINANCIAL, INC.	10.76K	Mar 31, 26	-5	0.04%
Creative Planning	10.75K	Mar 31, 26	+1.96K	0.04%
Csenge Advisory Group	10.49K	Mar 31, 26	+694	0.04%
Cerity Partners LLC	10.38K	Mar 31, 26	-206	0.04%
Waverly Advisors, LLC	9.93K	Mar 31, 26	-623	0.04%
Colony Group, LLC	9.27K	Mar 31, 26	-1.57K	0.04%
Savant Capital, LLC	9.23K	Mar 31, 26	-2.41K	0.04%
Snowden Capital Advisors LLC	9.08K	Mar 31, 26	-341	0.03%
CENTAURUS FINANCIAL, INC.	8.69K	Mar 31, 26	--	0.03%
RENAISSANCE TECHNOLOGIES LLC	8.66K	Mar 31, 26	+8.66K	0.03%
BROWN BROTHERS HARRIMAN & CO	7.87K	Mar 31, 26	--	0.03%
Bellwether Advisors, LLC	7.77K	Mar 31, 26	-103	0.03%
Integrated Wealth Concepts LLC	7.64K	Mar 31, 26	+1.26K	0.03%
Stratos Wealth Partners, LTD.	6.99K	Mar 31, 26	-506	0.03%
COLDSTREAM CAPITAL MANAGEMENT INC	6.98K	Mar 31, 26	+906	0.03%
GOLDMAN SACHS GROUP INC	6.91K	Mar 31, 26	-125	0.03%
Geneos Wealth Management Inc.	6.87K	Mar 31, 26	-7	0.03%
MONETA GROUP INVESTMENT ADVISORS LLC	6.78K	Mar 31, 26	--	0.03%
MAI Capital Management	6.42K	Mar 31, 26	-624	0.02%
CI Private Wealth, LLC	6.36K	Mar 31, 26	-31	0.02%
STIFEL FINANCIAL CORP	5.87K	Mar 31, 26	+150	0.02%
Wealthspire Advisors, LLC	5.82K	Mar 31, 26	-286	0.02%
SILVER OAK SECURITIES, INCORPORATED	5.67K	Mar 31, 26	-221	0.02%
Kingsview Wealth Management, LLC	5.46K	Mar 31, 26	-513	0.02%
Summit Financial, LLC	5.24K	Mar 31, 26	-275	0.02%
HSBC HOLDINGS PLC	5.17K	Mar 31, 26	+2.33K	0.02%
West Family Investments, Inc.	5.17K	Mar 31, 26	--	0.02%
MML INVESTORS SERVICES, LLC	5.14K	Mar 31, 26	-1.19K	0.02%
Resources Investment Advisors, LLC.	5.06K	Mar 31, 26	+12	0.02%
NORTHERN TRUST CORP	5.03K	Mar 31, 26	-209	0.02%
Aspetuck Financial Management LLC	4.67K	Mar 31, 26	--	0.02%
MONECO Advisors, LLC	4.60K	Mar 31, 26	+1.45K	0.02%
BLAIR WILLIAM & CO/IL	4.58K	Mar 31, 26	--	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	4.49K	Mar 31, 26	-1	0.02%
MAGNOLIA CAPITAL ADVISORS LLC	4.29K	Mar 31, 26	+68	0.02%
HARBOUR INVESTMENTS, INC.	4.21K	Mar 31, 26	-6.38K	0.02%
Pensionmark Financial Group, LLC	4.02K	Mar 31, 26	--	0.02%
BANK OF MONTREAL /CAN/	3.74K	Mar 31, 26	+108	0.01%
US BANCORP \DE\	3.65K	Mar 31, 26	-226	0.01%
EXENCIAL WEALTH ADVISORS, LLC	3.47K	Mar 31, 26	+31	0.01%
Van Hulzen Asset Management, LLC	3.36K	Mar 31, 26	-113	0.01%
Eqis Capital Management, Inc.	3.23K	Mar 31, 26	-155	0.01%
GTS SECURITIES LLC	3.16K	Mar 31, 26	-760	0.01%
THOROUGHBRED FINANCIAL SERVICES, LLC	3.03K	Mar 31, 26	--	0.01%
Western Wealth Management, LLC	3.02K	Mar 31, 26	--	0.01%
WPG Advisers, LLC	2.80K	Mar 31, 26	-58	0.01%
CVFG LLC	2.67K	Mar 31, 26	-15	0.01%
Empowered Funds, LLC	2.53K	Mar 31, 26	+750	0.01%
CAHILL FINANCIAL ADVISORS INC	2.38K	Mar 31, 26	+317	0.01%
Steward Partners Investment Advisory, LLC	2.36K	Mar 31, 26	-9	0.01%
Keel Point, LLC	2.36K	Mar 31, 26	+2.36K	0.01%
NorthRock Partners, LLC	2.29K	Mar 31, 26	-2	0.01%
Genesis Wealth Advisors, LLC	2.27K	Mar 31, 26	--	0.01%
Advisory Services Network, LLC	2.25K	Mar 31, 26	+106	0.01%
Pure Financial Advisors, LLC	2.24K	Mar 31, 26	--	0.01%
Baird Financial Group, Inc.	2.19K	Mar 31, 26	--	0.01%
Cresset Asset Management, LLC	2.10K	Mar 31, 26	--	0.01%
SFMG, LLC	2.10K	Mar 31, 26	--	0.01%
Operose Advisors LLC	2.06K	Mar 31, 26	-93	0.01%
Twelve Points Wealth Management LLC	2.03K	Mar 31, 26	-40	0.01%
CALTON & ASSOCIATES, INC.	1.96K	Mar 31, 26	-666	0.01%
SRS Capital Advisors, Inc.	1.91K	Mar 31, 26	-510	0.01%
OneAscent Wealth Management LLC	1.89K	Mar 31, 26	-94	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1.88K	Mar 31, 26	+1.88K	0.01%
Hyundai Investments Co., Ltd.	1.86K	Mar 31, 26	-1.37K	0.01%
COMPASS CAPITAL CORP /MA/ /ADV	1.81K	Mar 31, 26	+7	0.01%
Daner Wealth Management, LLC	1.79K	Mar 31, 26	--	0.01%
Safeguard Investment Advisory Group, LLC	1.74K	Mar 31, 26	--	0.01%
Vanguard National Trust Co	1.73K	Mar 31, 26	+1.73K	0.01%
CFM WEALTH PARTNERS LLC	1.71K	Mar 31, 26	--	0.01%
Allworth Financial LP	1.12K	Mar 31, 26	-302	0.00%
Colonial Trust Advisors	1.00K	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	980	Mar 31, 26	-186	0.00%
Tidemark, LLC	656	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	627	Mar 31, 26	--	0.00%
HOWE & RUSLING INC	512	Mar 31, 26	+512	0.00%
Federation des caisses Desjardins du Quebec	468	Mar 31, 26	--	0.00%
Measured Wealth Private Client Group, LLC	308	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	171	Mar 31, 26	--	0.00%
Aptus Capital Advisors, LLC	155	Mar 31, 26	-155	0.00%
VANGUARD ADVISERS INC	69	Mar 31, 26	+69	0.00%
HighMark Wealth Management LLC	54	Mar 31, 26	-6	0.00%
BNP PARIBAS ARBITRAGE, SNC	29	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	21	Mar 31, 26	--	0.00%
First Command Advisory Services, Inc.	10	Mar 31, 26	+10	0.00%
Brinker Capital Investments, LLC	--	Mar 31, 26	-1.70K	--
MILLENNIUM MANAGEMENT LLC	--	Mar 31, 26	-5.52K	--
Sigma Planning Corp	--	Mar 31, 26	-1.95K	--
PRELUDE CAPITAL MANAGEMENT, LLC	--	Mar 31, 26	-3.02K	--
FRANKLIN RESOURCES INC	--	Mar 31, 26	-125	--
Fiera Capital Corp	--	Mar 31, 26	-67.23K	--
Coston, McIsaac & Partners	--	Mar 31, 26	-66	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-2	--
Qube Research & Technologies Ltd	--	Mar 31, 26	-43	--
Dorsey & Whitney Trust CO LLC	--	Mar 31, 26	-2.50K	--
TWO SIGMA SECURITIES, LLC	--	Mar 31, 26	-1.78K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-9.30K	--
TORONTO DOMINION BANK	--	Mar 31, 26	-1.69K	--
Kingdom Financial Group LLC.	--	Mar 31, 26	-28	--
BROWN ADVISORY INC	--	Mar 31, 26	-2.10K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-12.40K	--
Allianz Asset Management GmbH	--	Mar 31, 26	-28.70K	--
Strategic Wealth Partners, Ltd.	--	Mar 31, 26	-9	--
Quarry LP	--	Mar 31, 26	-130	--
HANTZ FINANCIAL SERVICES, INC.	--	Mar 31, 26	-92	--
Vantage Financial Partners, LLC	15.79K	Dec 31, 25	+120	0.06%
COMERICA BANK	6.20K	Dec 31, 25	-29	0.02%
MGB Wealth Management, LLC	2.27K	Dec 31, 25	+2.27K	0.01%
VANGUARD GROUP INC	1.79K	Dec 31, 25	-1	0.01%
Motiv8 Investments LLC	1.19K	Dec 31, 25	+1.19K	0.00%
CIBC Private Wealth Group, LLC	681	Dec 31, 25	-1.16K	0.00%
TRUST CO OF VERMONT	103	Dec 31, 25	--	0.00%
High Falls Advisors, Inc	--	Dec 31, 25	-2.12K	--
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-364	--
Glenmede Investment Management, LP	98.47K	Sep 30, 25	-2.50K	0.38%
WFA Asset Management Corp	58.71K	Sep 30, 25	-6.26K	0.23%
Financial Advisors, LLC	14.30K	Sep 30, 25	--	0.05%
PINNACLE FINANCIAL PARTNERS INC	9.47K	Sep 30, 25	--	0.04%
ASSET PLANNING CORPORATION	2.37K	Sep 30, 25	--	0.01%
Pineridge Advisors LLC	277	Sep 30, 25	--	0.00%
Martin Worley Group	5.42K	Jun 30, 25	-61	0.02%
Graypoint LLC	2.50K	Jun 30, 25	--	0.01%
AVANTAX ADVISORY SERVICES, INC.	1.72K	Jun 30, 25	-78	0.01%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-6.20K	--
Orion Portfolio Solutions, LLC	2.94K	Mar 31, 25	--	0.01%
Cable Hill Partners, LLC	2.58K	Mar 31, 25	+388	0.01%
CAROLINAS WEALTH CONSULTING LLC	722	Mar 31, 25	--	0.00%
WMS Partners, LLC	184.47K	Dec 31, 24	+2.20K	0.71%
HART & PATTERSON FINANCIAL GROUP LLC	48.25K	Dec 31, 24	-1.16K	0.19%
Sugarloaf Wealth Management, LLC	349	Dec 31, 24	+5	0.00%
Kiely Wealth Advisory Group, Inc.	13	Dec 31, 24	--	0.00%
Executive Wealth Management, LLC	--	Dec 31, 24	-48.06K	--
Carlson Capital Management	--	Dec 31, 24	-2.06K	--
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-853	--
RAYMOND JAMES & ASSOCIATES	133.04K	Sep 30, 24	+266	0.51%
Raymond James Financial Services Advisors, Inc.	93.91K	Sep 30, 24	+572	0.36%
Family Asset Management, LLC	6.57K	Sep 30, 24	-159	0.03%
Bridge Advisory, LLC	3.93K	Sep 30, 24	+13	0.02%
Diversified, LLC	3.15K	Sep 30, 24	-233	0.01%
CEDRUS LLC	1.97K	Sep 30, 24	--	0.01%
BlackRock Inc.	1.72M	Jun 30, 24	-14.38K	6.62%
BUCKINGHAM STRATEGIC WEALTH, LLC	2.97K	Jun 30, 24	-107	0.01%
Rain Capital Management, LLC	1.24K	Jun 30, 24	--	0.00%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	32.75K	Mar 31, 24	+8.15K	0.13%
Cetera Advisors LLC	30.62K	Mar 31, 24	-897	0.12%
Cetera Advisor Networks LLC	25.11K	Mar 31, 24	-1.10K	0.10%
CREDIT SUISSE AG/	2.00K	Mar 31, 24	-1	0.01%
Cutler Group LLC / CA	100	Mar 31, 24	--	0.00%
Rainsberger Wealth Advisors, Inc.	40.80K	Dec 31, 23	-1.35K	0.16%
StrategIQ Financial Group, LLC	8.79K	Dec 31, 23	-1.17K	0.03%
FOCUS FINANCIAL NETWORK INC /ADV	4.08K	Dec 31, 23	+4.08K	0.02%
Glovista Investments LLC	3.24K	Dec 31, 23	-6.61K	0.01%
DB Wealth Management Group, LLC	510	Dec 31, 23	-97	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	80.09K	Sep 30, 23	-310	0.31%
3D/L Capital Management, LLC	7.45K	Sep 30, 23	+1.10K	0.03%
ADVISOR PARTNERS II, LLC	2.71K	Sep 30, 23	-6	0.01%
KB FINANCIAL PARTNERS, LLC	1.98K	Sep 30, 23	--	0.01%
V Wealth Advisors LLC	--	Sep 30, 23	-2.94K	--
PICTET ASSET MANAGEMENT SA	269.73K	Jun 30, 23	+269.73K	1.04%
Financial Architects, Inc	8.81K	Jun 30, 23	+22	0.03%
Kalos Management, Inc.	--	Jun 30, 23	-677	--
HARVEST GROUP WEALTH MANAGEMENT, LLC	2.67K	Mar 31, 23	-652	0.01%
Clear Perspectives Financial Planning, LLC	253	Mar 31, 23	--	0.00%
Sanford Advisory Services, LLC	89.94K	Dec 31, 22	+1.98K	0.35%
TRUSTCORE FINANCIAL SERVICES, LLC	34.18K	Dec 31, 22	-1.48K	0.13%
RESOLUTE FINANCIAL, LLC	15.93K	Dec 31, 22	-274	0.06%
Foresight Wealth Management, LLC	2.48K	Dec 31, 22	-15.30K	0.01%
Sargent Bickham Lagudis LLC	2.34K	Dec 31, 22	+1	0.01%
RGT Wealth Advisors, LLC	1.98M	Sep 30, 22	+28.18K	7.60%
Wealthsimple Inc.	66.64K	Sep 30, 22	-133.75K	0.26%
STRINGER ASSET MANAGEMENT, LLC	31.54K	Sep 30, 22	-8.43K	0.12%
55I, LLC	8.04K	Sep 30, 22	-969	0.03%
DOWLING & YAHNKE LLC	5.12K	Sep 30, 22	--	0.02%
KARLINSKI ANDREW C	3.06K	Sep 30, 22	--	0.01%
MUFG Americas Holdings Corp	2.38K	Sep 30, 22	--	0.01%
FourThought Financial, LLC	1.34K	Sep 30, 22	-57	0.01%
American Portfolios Advisors	1.07K	Sep 30, 22	--	0.00%
WIPFLI FINANCIAL ADVISORS LLC,	190	Sep 30, 22	+190	0.00%
HYA Advisors, Inc	6.82K	Jun 30, 22	-565	0.03%
ADVISOR PARTNERS LLC	4.03K	Jun 30, 22	-502	0.02%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD	1	Jun 30, 22	--	0.00%
Private Capital Group, LLC	--	Jun 30, 22	-50	--
Lenox Wealth Advisors, LLC	982.56K	Mar 31, 22	+11.54K	3.78%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	81.81K	Mar 31, 22	+340	0.31%
MD Financial Management Inc.	1.45M	Dec 31, 21	+979.58K	5.58%
Crescent Capital Consulting, LLC	57.27K	Dec 31, 21	+36.16K	0.22%
FIRST MIDWEST BANK TRUST DIVISION	51.65K	Dec 31, 21	+973	0.20%
VIVID FINANCIAL MANAGEMENT, INC.	2.72K	Dec 31, 21	-166	0.01%
Carroll Financial Associates, Inc.	66	Dec 31, 21	+66	0.00%
Ameritas Investment Company, LLC	29.27K	Sep 30, 21	+6.17K	0.11%
QS Investors, LLC	32.41K	Jun 30, 21	+8.35K	0.12%
PNC Managed Account Solutions, Inc.	161	Jun 30, 21	+161	0.00%
USCA RIA LLC	--	Jun 30, 21	-34.65K	--
Wealthsimple US, Ltd.	104.92K	Mar 31, 21	-6.66K	0.40%
OLD MISSION CAPITAL, LLC	28.60K	Dec 31, 20	+28.60K	0.11%
Reby Advisors, LLC	1.03K	Dec 31, 20	+1.03K	0.00%
SHINE INVESTMENT ADVISORY SERVICES INC	24.67K	Sep 30, 20	-7.28K	0.09%
First Allied Advisory Services, Inc.	4.76K	Sep 30, 20	+632	0.02%
Watson Rebecca	3.19K	Sep 30, 20	--	0.01%
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC	2.13K	Sep 30, 20	-455	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	574.37K	Dec 31, 19	+110.64K	2.21%
Advisor Group, Inc.	113.65K	Dec 31, 19	+10.14K	0.44%
BB&T SECURITIES, LLC	251.68K	Sep 30, 19	+28.96K	0.97%
SUNTRUST BANKS INC	12.28K	Sep 30, 19	-186	0.05%
Wealth & Pension Services Group, Inc.	4.54K	Sep 30, 19	--	0.02%
American Financial Network Advisory Services LLC	3.07K	Sep 30, 19	+3.07K	0.01%
Guidant Wealth Advisors	1.68K	Sep 30, 19	--	0.01%
TMD & ASSOCIATES, INC	25.63K	Jun 30, 19	-350	0.10%
HL FINANCIAL SERVICES LLC	3.79K	Mar 31, 19	+285	0.01%
CUE ADVISORY SERVICES, INC.	7.89K	Sep 30, 18	-96	0.03%
Vestpro Financial Partners, Inc. dba CPF Texas	5.68K	Sep 30, 18	+5.68K	0.02%
Vantage Investment Advisors, LLC	3.39K	Sep 30, 18	+234	0.01%
BB&T INVESTMENT SERVICES, INC.	54.53K	Dec 31, 17	+1.55K	0.21%
IFC Holdings Incorporated/FL	14.53K	Dec 31, 17	+532	0.06%
NATIONAL PLANNING CORP	--	Dec 31, 17	-4.71K	--
SII INVESTMENTS INC/WI	--	Dec 31, 17	-3.70K	--
Commonwealth Equity Services, Inc	151.80K	Jun 30, 17	+10.04K	0.58%
Virtu KCG Holdings LLC	19.44K	Jun 30, 17	+16.75K	0.07%
JANUS HENDERSON INVESTORS US LLC	16.78K	Mar 31, 17	+16.78K	0.06%
Clarity Capital KCPS Ltd.	3.74K	Mar 31, 17	+3.74K	0.01%
Integrated Wealth Management	3.42K	Mar 31, 17	+3.42K	0.01%
Parasol Investment Management, LLC	--	Mar 31, 17	-36.92K	--
BlackRock Group LTD	1.11M	Dec 31, 16	+16.21K	4.28%
BLACKROCK ADVISORS LLC	92.03K	Dec 31, 16	-8.97K	0.35%
BlackRock Investment Management, LLC	84.18K	Dec 31, 16	+1.14K	0.32%
BlackRock Fund Advisors	35.57K	Dec 31, 16	+1.03K	0.14%
MSI Financial Services Inc	18.94K	Dec 31, 16	-2.53K	0.07%
SOCIETE GENERALE	2.77K	Jun 30, 16	+2.77K	0.01%
MANAGED ACCOUNT ADVISORS LLC	120.19K	Jun 30, 15	+49.61K	0.46%
UBS AG	82.27K	Sep 30, 14	-46.65K	0.32%
KMS FINANCIAL SERVICES, INC	--	Jun 30, 14	-4.21K	--
Jane Street Holding, LLC	4.03K	Dec 31, 13	-17.61K	0.02%

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Holder

Date

Change

% Held

ASPIRIANT, LLC

2.43M

Jun 30, 26

-5.62K

9.35%

ENVESTNET ASSET MANAGEMENT INC

194.07K

Jun 30, 26

+599

0.75%

DORVAL Corp

186.71K

Jun 30, 26

+6.23K

0.72%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

128.88K

Jun 30, 26

-5.74K

0.50%

HB Wealth Management, LLC

122.46K

Jun 30, 26

-269

0.47%

Ackerman Capital Advisors, LLC

119.88K

Jun 30, 26

-9.56K

0.46%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

83.91K

Jun 30, 26

-1.24K

0.32%

COMMONWEALTH EQUITY SERVICES, LLC

83.31K

Jun 30, 26

-10.64K

0.32%

Dynamic Advisor Solutions LLC

82.17K

Jun 30, 26

+1.24K

0.32%

Kestra Advisory Services, LLC

79.48K

Jun 30, 26

-6.03K

0.31%

TRUIST FINANCIAL CORP

77.85K

Jun 30, 26

-1.71K

0.30%

Sequoia Financial Advisors, LLC

68.18K

Jun 30, 26

-10.59K

0.26%

Patriot Financial Group Insurance Agency, LLC

62.49K

Jun 30, 26

-56.80K

0.24%

SYM FINANCIAL Corp

48.96K

Jun 30, 26

+723

0.19%

IRON Financial LLC

48.13K

Jun 30, 26

-320

0.18%

Apella Capital, LLC

44.99K

Jun 30, 26

-516

0.17%

Cadent Capital Advisors, LLC

35.74K

Jun 30, 26

-1.90K

0.14%

Annex Advisory Services, LLC

35.55K

Jun 30, 26

+92

0.14%

Creekside Partners

31.68K

Jun 30, 26

+121

0.12%

HighTower Advisors, LLC

30.68K

Jun 30, 26

-2.32K

0.12%

Cambridge Investment Research Advisors, Inc.

30.24K

Jun 30, 26

+1.38K

0.12%

Merit Financial Group, LLC

29.16K

Jun 30, 26

-1.14K

0.11%

OLD NATIONAL BANCORP /IN/

28.75K

Jun 30, 26

-1.35K

0.11%

K2 Financial Inc.

20.33K

Jun 30, 26

+460

0.08%

Family Wealth Group, LLC

17.29K

Jun 30, 26

+151

0.07%

Lester Murray Antman dba SimplyRich

16.46K

Jun 30, 26

+38

0.06%

Balentine LLC

16.38K

Jun 30, 26

-398

0.06%

XY Planning Network, Inc.

14.75K

Jun 30, 26

-417

0.06%

Clearstead Advisors, LLC

12.83K

Jun 30, 26

-853

0.05%

Professional Financial Advisors, LLC

11.97K

Jun 30, 26

-605

0.05%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

11.93K

Jun 30, 26

+94

0.05%

ARKANSAS FINANCIAL GROUP, INC.

11.49K

Jun 30, 26

0.04%

Valmark Advisers, Inc.

10.54K

Jun 30, 26

-1.07K

0.04%

Janney Montgomery Scott LLC

10.49K

Jun 30, 26

-7

0.04%

ALESCO ADVISORS LLC

10.44K

Jun 30, 26

0.04%

RIK SAYLOR FINANCIAL, INC.

10.17K

Jun 30, 26

-597

0.04%

DIVERSIFY WEALTH MANAGEMENT, LLC

9.98K

Jun 30, 26

+255

0.04%

WBH ADVISORY INC

8.98K

Jun 30, 26

-176

0.03%

Connecticut Wealth Management, LLC

8.73K

Jun 30, 26

+577

0.03%

Bond & Devick Financial Network, Inc.

8.33K

Jun 30, 26

0.03%

J.W. COLE ADVISORS, INC.

8.32K

Jun 30, 26

+8.32K

0.03%

Bulwark Capital Corp

7.18K

Jun 30, 26

+2.32K

0.03%

Geneos Wealth Management Inc.

7.11K

Jun 30, 26

+241

0.03%

PFG Advisors

7.10K

Jun 30, 26

-186

0.03%

Concurrent Investment Advisors, LLC

7.05K

Jun 30, 26

+1.25K

0.03%

Granite Harbor Advisors, Inc.

6.96K

Jun 30, 26

0.03%

Well Done, LLC

6.92K

Jun 30, 26

0.03%

TBH Global Asset Management, LLC

6.37K

Jun 30, 26

0.02%

Farther Finance Advisors, LLC

6.15K

Jun 30, 26

-142

0.02%

PRINCIPAL SECURITIES, INC.

6.04K

Jun 30, 26

+10

0.02%

Diversified Enterprises, LLC

5.73K

Jun 30, 26

+89

0.02%

United Advisor Group, LLC

5.67K

Jun 30, 26

+363

0.02%

FIFTH THIRD BANCORP

5.54K

Jun 30, 26

-248

0.02%

Bryant Woods Investment Advisors, LLC

5.51K

Jun 30, 26

0.02%

Wealth Dimensions Group, Ltd.

5.48K

Jun 30, 26

-235

0.02%

TD Waterhouse Canada Inc.

5.37K

Jun 30, 26

+76

0.02%

Armbruster Capital Management, Inc.

5.16K

Jun 30, 26

0.02%

LifeGoal Wealth Advisors

4.99K

Jun 30, 26

-166

0.02%

CKW FINANCIAL GROUP

4.94K

Jun 30, 26

+73

0.02%

Turtle Creek Wealth Advisors, LLC

4.60K

Jun 30, 26

0.02%

LANDAAS & CO /WI /ADV

4.49K

Jun 30, 26

0.02%

WHITTIER TRUST CO OF NEVADA INC

4.42K

Jun 30, 26

0.02%

Private Advisor Group, LLC

4.40K

Jun 30, 26

0.02%

PDS Planning, Inc

4.03K

Jun 30, 26

+18

0.02%

Brookstone Capital Management

3.74K

Jun 30, 26

-32.48K

0.01%

Stewardship Advisors, LLC

3.65K

Jun 30, 26

+19

0.01%

Asset Dedication, LLC

3.65K

Jun 30, 26

0.01%

Sensible Money, LLC

3.65K

Jun 30, 26

0.01%

Investment Partners Asset Management, Inc.

3.64K

Jun 30, 26

+415

0.01%

Rathbones Group PLC

3.63K

Jun 30, 26

+105

0.01%

APPLETON PARTNERS INC/MA

3.58K

Jun 30, 26

0.01%

FAS Wealth Partners, Inc.

3.44K

Jun 30, 26

-227

0.01%

AE Wealth Management LLC

3.21K

Jun 30, 26

-123

0.01%

EASTERN BANK

3.17K

Jun 30, 26

0.01%

Focus Financial Network, Inc.

2.85K

Jun 30, 26

+22

0.01%

Keystone Financial Group

2.84K

Jun 30, 26

0.01%

Stanich Group LLC

2.82K

Jun 30, 26

-372

0.01%

WPG Advisers, LLC

2.82K

Jun 30, 26

+20

0.01%

Buckingham Strategic Partners

2.77K

Jun 30, 26

+255

0.01%

Joel Isaacson & Co., LLC

2.75K

Jun 30, 26

0.01%

Hilltop Partners LLC

2.74K

Jun 30, 26

-79

0.01%

Parisi Gray Wealth Management

2.71K

Jun 30, 26

0.01%

Vestment Financial LLC

2.68K

Jun 30, 26

-146

0.01%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

2.57K

Jun 30, 26

0.01%

First American Bank

2.50K

Jun 30, 26

0.01%

WP Advisors, LLC

2.40K

Jun 30, 26

+21

0.01%

First Heartland Consultants, Inc.

2.34K

Jun 30, 26

0.01%

Lynx Investment Advisory

2.28K

Jun 30, 26

+71

0.01%

Veery Capital, LLC

2.22K

Jun 30, 26

+238

0.01%

Argent Trust Co

2.20K

Jun 30, 26

-100

0.01%

CGN Advisors LLC

2.19K

Jun 30, 26

0.01%

ALTERNA WEALTH MANAGEMENT, INC

2.17K

Jun 30, 26

+2.17K

0.01%

Independent Wealth Network Inc.

2.16K

Jun 30, 26

+150

0.01%

Graves Light Lenhart Wealth, Inc.

2.15K

Jun 30, 26

0.01%

EVERGREEN CAPITAL MANAGEMENT LLC

2.14K

Jun 30, 26

0.01%

Global Retirement Partners, LLC

2.08K

Jun 30, 26

+2.08K

0.01%

PATTEN & PATTEN INC/TN

2.02K

Jun 30, 26

0.01%

PETRA FINANCIAL ADVISORS INC

2.01K

Jun 30, 26

+2.01K

0.01%

Soltis Investment Advisors LLC

1.94K

Jun 30, 26

+16

0.01%

Lee Financial Co

1.93K

Jun 30, 26

0.01%

RFG Advisory, LLC

1.92K

Jun 30, 26

+1.92K

0.01%

Mascoma Wealth Management LLC

1.86K

Jun 30, 26

0.01%

Ferguson Shapiro LLC

1.82K

Jun 30, 26

+16

0.01%

Trilogy Capital Inc.

1.81K

Jun 30, 26

-1.53K

0.01%

JMG Financial Group, Ltd.

1.74K

Jun 30, 26

0.01%

Oliver Luxxe Assets LLC

1.73K

Jun 30, 26

+1.73K

0.01%

Syntegra Private Wealth Group, LLC

1.72K

Jun 30, 26

-73

0.01%

Pacific Center for Financial Services

1.29K

Jun 30, 26

+11

0.00%

AdvisorNet Financial, Inc

1.23K

Jun 30, 26

-145

0.00%

Capital Investment Advisory Services, LLC

1.01K

Jun 30, 26

0.00%

Rossby Financial, LCC

958

Jun 30, 26

-149

0.00%

Cape Investment Advisory, Inc.

889

Jun 30, 26

+889

0.00%

Holos Integrated Wealth LLC

854

Jun 30, 26

0.00%

Spire Wealth Management

787

Jun 30, 26

0.00%

MATHER GROUP, LLC.

745

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

738

Jun 30, 26

+50

0.00%

ASSETMARK, INC

694

Jun 30, 26

-192

0.00%

Parallel Advisors, LLC

627

Jun 30, 26

0.00%

IFP Advisors, Inc

564

Jun 30, 26

0.00%

Capital Analysts, LLC

555

Jun 30, 26

0.00%

Triumph Capital Management

548

Jun 30, 26

-550

0.00%

Sachetta, LLC

411

Jun 30, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

393

Jun 30, 26

0.00%

VSM Wealth Advisory, LLC

388

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

306

Jun 30, 26

0.00%

NBC SECURITIES, INC.

294

Jun 30, 26

0.00%

CENTRAL TRUST Co

269

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

230

Jun 30, 26

-16

0.00%

CALDWELL SUTTER CAPITAL, INC.

162

Jun 30, 26

0.00%

GHP Investment Advisors, Inc.

161

Jun 30, 26

0.00%

GAMMA Investing LLC

154

Jun 30, 26

0.00%

Vermillion Wealth Management, Inc.

147

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

128

Jun 30, 26

+128

0.00%

SIGNATUREFD, LLC

102

Jun 30, 26

0.00%

Crewe Advisors LLC

100

Jun 30, 26

0.00%

Investors Research Corp

Jun 30, 26

0.00%

First Pacific Financial

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

Jun 30, 26

+22

0.00%

Continuum Advisory, LLC

Jun 30, 26

+77

0.00%

CoreCap Advisors, LLC

Jun 30, 26

0.00%

BARRETT & COMPANY, INC.

Jun 30, 26

0.00%

GGM Financials LLC

Jun 30, 26

0.00%

BankPlus Trust Department

Jun 30, 26

-29

0.00%

HORIZON FINANCIAL SERVICES, LLC

Jun 30, 26

+15

0.00%

Ashton Thomas Private Wealth, LLC

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

0.00%

Golden State Equity Partners

Jun 30, 26

-93

Strategic Financial Concepts, LLC

Jun 30, 26

-4.62K

CITIGROUP INC

Jun 30, 26

-2

Lebenthal Global Advisors, LLC

Jun 30, 26

-1.73K

Y-Intercept (Hong Kong) Ltd

Jun 30, 26

-1.77K

Symmetry Partners, LLC

Jun 30, 26

-1.83K

TD Capital Management LLC

Jun 30, 26

-26

Accurate Wealth Management, LLC

Jun 30, 26

-1.96K

Strategic Blueprint, LLC

Jun 30, 26

-1.99K

Merkkuri Wealth Advisors LLC

Jun 30, 26

-293

BSW Wealth Partners

Jun 30, 26

-2.30K

Apeiron RIA LLC

Jun 30, 26

-1.79K

Glass Jacobson Investment Advisors llc

Jun 30, 26

-70

SEI INVESTMENTS CO

2.66M

Mar 31, 26

+54.66K

10.21%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

1.73M

Mar 31, 26

-257.08K

6.64%

BlackRock, Inc.

1.36M

Mar 31, 26

+62.27K

5.21%

BANK OF AMERICA CORP /DE/

1.21M

Mar 31, 26

-34.06K

4.66%

1832 Asset Management L.P.

924.11K

Mar 31, 26

-7.70K

3.55%

LPL Financial LLC

723.19K

Mar 31, 26

+20.53K

2.78%

UBS Group AG

500.65K

Mar 31, 26

+133.39K

1.92%

MORGAN STANLEY

412.33K

Mar 31, 26

+10.44K

1.58%

JANE STREET GROUP, LLC

392.77K

Mar 31, 26

+297.99K

1.51%

JPMORGAN CHASE & CO

177.04K

Mar 31, 26

+7.17K

0.68%

BESSEMER GROUP INC

168.19K

Mar 31, 26

0.65%

WELLS FARGO & COMPANY/MN

166.79K

Mar 31, 26

+28.28K

0.64%

Rockefeller Capital Management L.P.

150.50K

Mar 31, 26

-3.53K

0.58%

AMERIPRISE FINANCIAL INC

116.05K

Mar 31, 26

-124.85K

0.45%

RAYMOND JAMES FINANCIAL INC

110.93K

Mar 31, 26

+2.48K

0.43%

Equitable Holdings, Inc.

104.41K

Mar 31, 26

+3.46K

0.40%

Tacita Capital Inc

89.23K

Mar 31, 26

+1.14K

0.34%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

88.30K

Mar 31, 26

-928

0.34%

Mariner, LLC

88.14K

Mar 31, 26

-4.13K

0.34%

Beacon Pointe Advisors, LLC

74.56K

Mar 31, 26

+15.91K

0.29%

GLENMEDE TRUST CO NA

72.95K

Mar 31, 26

-14.75K

0.28%

JONES FINANCIAL COMPANIES LLLP

72.82K

Mar 31, 26

+35.06K

0.28%

MERCER GLOBAL ADVISORS INC /ADV

65.26K

Mar 31, 26

-35.57K

0.25%

ROYAL BANK OF CANADA

63.32K

Mar 31, 26

-16.80K

0.24%

Cetera Investment Advisers

59.77K

Mar 31, 26

+852

0.23%

Choate Investment Advisors

49.29K

Mar 31, 26

+49.29K

0.19%

ADVISOR GROUP HOLDINGS, INC.

48.77K

Mar 31, 26

+860

0.19%

NATIONAL BANK OF CANADA /FI/

48.14K

Mar 31, 26

+5.50K

0.19%

FLOW TRADERS U.S. LLC

46.17K

Mar 31, 26

+46.17K

0.18%

Financial Connections Group, Inc.

44.54K

Mar 31, 26

-437

0.17%

ALLIANCEBERNSTEIN L.P.

42.23K

Mar 31, 26

+72

0.16%

M Holdings Securities, Inc.

37.59K

Mar 31, 26

-134

0.14%

CWM, LLC

34.14K

Mar 31, 26

+808

0.13%

GSG Advisors LLC

33.44K

Mar 31, 26

+571

0.13%

WILEY BROS.-AINTREE CAPITAL, LLC

33.39K

Mar 31, 26

-2.40K

0.13%

UBS ASSET MANAGEMENT AMERICAS INC

31.15K

Mar 31, 26

+19.09K

0.12%

NewEdge Advisors, LLC

29.37K

Mar 31, 26

+277

0.11%

CAPTRUST FINANCIAL ADVISORS

29.02K

Mar 31, 26

-2.27K

0.11%

PRUDENTIAL PLC

25.58K

Mar 31, 26

+7.58K

0.10%

Perigon Wealth Management, LLC

20.57K

Mar 31, 26

-1.04K

0.08%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

20.53K

Mar 31, 26

+20.53K

0.08%

Arcus Capital Partners, LLC

17.82K

Mar 31, 26

-770

0.07%

Balentine LLC

16.78K

Mar 31, 26

+231

0.06%

U.S. Capital Wealth Advisors, LLC

16.56K

Mar 31, 26

+3.57K

0.06%

CIBC WORLD MARKET INC.

15.62K

Mar 31, 26

+150

0.06%

Stratos Wealth Advisors, LLC

15.61K

Mar 31, 26

-117

0.06%

Ausdal Financial Partners, Inc.

14.27K

Mar 31, 26

-87

0.05%

FMR LLC

13.66K

Mar 31, 26

+1.79K

0.05%

Visionary Wealth Advisors

13.08K

Mar 31, 26

-145

0.05%

Independent Advisor Alliance

12.98K

Mar 31, 26

+10.80K

0.05%

AQR CAPITAL MANAGEMENT LLC

12.78K

Mar 31, 26

+5.19K

0.05%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

12.74K

Mar 31, 26

-60

0.05%

Sanctuary Advisors, LLC

12.74K

Mar 31, 26

-2.53K

0.05%

NewEdge Wealth, LLC

11.96K

Mar 31, 26

0.05%

Valmark Advisers, Inc.

11.61K

Mar 31, 26

-8.89K

0.04%

PLANNING DIRECTIONS INC

11.41K

Mar 31, 26

0.04%

Portland Financial Advisors Inc

11.33K

Mar 31, 26

-826

0.04%

Ameritas Advisory Services, LLC

11.07K

Mar 31, 26

+170

0.04%

Mutual Advisors, LLC

11.01K

Mar 31, 26

+1.35K

0.04%

THRIVENT FINANCIAL FOR LUTHERANS

10.84K

Mar 31, 26

+1.14K

0.04%

RIK SAYLOR FINANCIAL, INC.

10.76K

Mar 31, 26

-5

0.04%

Creative Planning

10.75K

Mar 31, 26

+1.96K

0.04%

Csenge Advisory Group

10.49K

Mar 31, 26

+694

0.04%

Cerity Partners LLC

10.38K

Mar 31, 26

-206

0.04%

Waverly Advisors, LLC

9.93K

Mar 31, 26

-623

0.04%

Colony Group, LLC

9.27K

Mar 31, 26

-1.57K

0.04%

Savant Capital, LLC

9.23K

Mar 31, 26

-2.41K

0.04%

Snowden Capital Advisors LLC

9.08K

Mar 31, 26

-341

0.03%

CENTAURUS FINANCIAL, INC.

8.69K

Mar 31, 26

0.03%

RENAISSANCE TECHNOLOGIES LLC

8.66K

Mar 31, 26

+8.66K

0.03%

BROWN BROTHERS HARRIMAN & CO

7.87K

Mar 31, 26

0.03%

Bellwether Advisors, LLC

7.77K

Mar 31, 26

-103

0.03%

Integrated Wealth Concepts LLC

7.64K

Mar 31, 26

+1.26K

0.03%

Stratos Wealth Partners, LTD.

6.99K

Mar 31, 26

-506

0.03%

COLDSTREAM CAPITAL MANAGEMENT INC

6.98K

Mar 31, 26

+906

0.03%

GOLDMAN SACHS GROUP INC

6.91K

Mar 31, 26

-125

0.03%

Geneos Wealth Management Inc.

6.87K

Mar 31, 26

-7

0.03%

MONETA GROUP INVESTMENT ADVISORS LLC

6.78K

Mar 31, 26

0.03%

MAI Capital Management

6.42K

Mar 31, 26

-624

0.02%

CI Private Wealth, LLC

6.36K

Mar 31, 26

-31

0.02%

STIFEL FINANCIAL CORP

5.87K

Mar 31, 26

+150

0.02%

Wealthspire Advisors, LLC

5.82K

Mar 31, 26

-286

0.02%

SILVER OAK SECURITIES, INCORPORATED

5.67K

Mar 31, 26

-221

0.02%

Kingsview Wealth Management, LLC

5.46K

Mar 31, 26

-513

0.02%

Summit Financial, LLC

5.24K

Mar 31, 26

-275

0.02%

HSBC HOLDINGS PLC

5.17K

Mar 31, 26

+2.33K

0.02%

West Family Investments, Inc.

5.17K

Mar 31, 26

0.02%

MML INVESTORS SERVICES, LLC

5.14K

Mar 31, 26

-1.19K

0.02%

Resources Investment Advisors, LLC.

5.06K

Mar 31, 26

+12

0.02%

NORTHERN TRUST CORP

5.03K

Mar 31, 26

-209

0.02%

Aspetuck Financial Management LLC

4.67K

Mar 31, 26

0.02%

MONECO Advisors, LLC

4.60K

Mar 31, 26

+1.45K

0.02%

BLAIR WILLIAM & CO/IL

4.58K

Mar 31, 26

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

4.49K

Mar 31, 26

-1

0.02%

MAGNOLIA CAPITAL ADVISORS LLC

4.29K

Mar 31, 26

+68

0.02%

HARBOUR INVESTMENTS, INC.

4.21K

Mar 31, 26

-6.38K

0.02%

Pensionmark Financial Group, LLC

4.02K

Mar 31, 26

0.02%

BANK OF MONTREAL /CAN/

3.74K

Mar 31, 26

+108

0.01%

US BANCORP \DE\

3.65K

Mar 31, 26

-226

0.01%

EXENCIAL WEALTH ADVISORS, LLC

3.47K

Mar 31, 26

+31

0.01%

Van Hulzen Asset Management, LLC

3.36K

Mar 31, 26

-113

0.01%

Eqis Capital Management, Inc.

3.23K

Mar 31, 26

-155

0.01%

GTS SECURITIES LLC

3.16K

Mar 31, 26

-760

0.01%

THOROUGHBRED FINANCIAL SERVICES, LLC

3.03K

Mar 31, 26

0.01%

Western Wealth Management, LLC

3.02K

Mar 31, 26

0.01%

WPG Advisers, LLC

2.80K

Mar 31, 26

-58

0.01%

CVFG LLC

2.67K

Mar 31, 26

-15

0.01%

Empowered Funds, LLC

2.53K

Mar 31, 26

+750

0.01%

CAHILL FINANCIAL ADVISORS INC

2.38K

Mar 31, 26

+317

0.01%

Steward Partners Investment Advisory, LLC

2.36K

Mar 31, 26

-9

0.01%

Keel Point, LLC

2.36K

Mar 31, 26

+2.36K

0.01%

NorthRock Partners, LLC

2.29K

Mar 31, 26

-2

0.01%

Genesis Wealth Advisors, LLC

2.27K

Mar 31, 26

0.01%

Advisory Services Network, LLC

2.25K

Mar 31, 26

+106

0.01%

Pure Financial Advisors, LLC

2.24K

Mar 31, 26

0.01%

Baird Financial Group, Inc.

2.19K

Mar 31, 26

0.01%

Cresset Asset Management, LLC

2.10K

Mar 31, 26

0.01%

SFMG, LLC

2.10K

Mar 31, 26

0.01%

Operose Advisors LLC

2.06K

Mar 31, 26

-93

0.01%

Twelve Points Wealth Management LLC

2.03K

Mar 31, 26

-40

0.01%

CALTON & ASSOCIATES, INC.

1.96K

Mar 31, 26

-666

0.01%

SRS Capital Advisors, Inc.

1.91K

Mar 31, 26

-510

0.01%

OneAscent Wealth Management LLC

1.89K

Mar 31, 26

-94

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

1.88K

Mar 31, 26

+1.88K

0.01%

Hyundai Investments Co., Ltd.

1.86K

Mar 31, 26

-1.37K

0.01%

COMPASS CAPITAL CORP /MA/ /ADV

1.81K

Mar 31, 26

0.01%

Daner Wealth Management, LLC

1.79K

Mar 31, 26

0.01%

Safeguard Investment Advisory Group, LLC

1.74K

Mar 31, 26

0.01%

Vanguard National Trust Co

1.73K

Mar 31, 26

+1.73K

0.01%

CFM WEALTH PARTNERS LLC

1.71K

Mar 31, 26

0.01%

Allworth Financial LP

1.12K

Mar 31, 26

-302

0.00%

Colonial Trust Advisors

1.00K

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

980

Mar 31, 26

-186

0.00%

Tidemark, LLC

656

Mar 31, 26

0.00%

Parallel Advisors, LLC

627

Mar 31, 26

0.00%

HOWE & RUSLING INC

512

Mar 31, 26

+512

0.00%

Federation des caisses Desjardins du Quebec

468

Mar 31, 26

0.00%

Measured Wealth Private Client Group, LLC

308

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

171

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

155

Mar 31, 26

-155

0.00%

VANGUARD ADVISERS INC

Mar 31, 26

+69

0.00%

HighMark Wealth Management LLC

Mar 31, 26

-6

0.00%

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

First Command Advisory Services, Inc.

Mar 31, 26

+10

0.00%

Brinker Capital Investments, LLC

Mar 31, 26

-1.70K

MILLENNIUM MANAGEMENT LLC

Mar 31, 26

-5.52K

Sigma Planning Corp

Mar 31, 26

-1.95K

PRELUDE CAPITAL MANAGEMENT, LLC

Mar 31, 26

-3.02K

FRANKLIN RESOURCES INC

Mar 31, 26

-125

Fiera Capital Corp

Mar 31, 26

-67.23K

Coston, McIsaac & Partners

Mar 31, 26

-66

Tower Research Capital LLC (TRC)

Mar 31, 26

-2

Qube Research & Technologies Ltd

Mar 31, 26

-43

Dorsey & Whitney Trust CO LLC

Mar 31, 26

-2.50K

TWO SIGMA SECURITIES, LLC

Mar 31, 26

-1.78K

Diversify Advisory Services, LLC

Mar 31, 26

-9.30K

TORONTO DOMINION BANK

Mar 31, 26

-1.69K

Kingdom Financial Group LLC.

Mar 31, 26

-28

BROWN ADVISORY INC

Mar 31, 26

-2.10K

CITADEL ADVISORS LLC

Mar 31, 26

-12.40K

Allianz Asset Management GmbH

Mar 31, 26

-28.70K

Strategic Wealth Partners, Ltd.

Mar 31, 26

-9

Quarry LP

Mar 31, 26

-130

HANTZ FINANCIAL SERVICES, INC.

Mar 31, 26

-92

Vantage Financial Partners, LLC

15.79K

Dec 31, 25

+120

0.06%

COMERICA BANK

6.20K

Dec 31, 25

-29

0.02%

MGB Wealth Management, LLC

2.27K

Dec 31, 25

+2.27K

0.01%

VANGUARD GROUP INC

1.79K

Dec 31, 25

-1

0.01%

Motiv8 Investments LLC

1.19K

Dec 31, 25

+1.19K

0.00%

CIBC Private Wealth Group, LLC

681

Dec 31, 25

-1.16K

0.00%

TRUST CO OF VERMONT

103

Dec 31, 25

0.00%

High Falls Advisors, Inc

Dec 31, 25

-2.12K

GPS Wealth Strategies Group, LLC

Dec 31, 25

-364

Glenmede Investment Management, LP

98.47K

Sep 30, 25

-2.50K

0.38%

WFA Asset Management Corp

58.71K

Sep 30, 25

-6.26K

0.23%

Financial Advisors, LLC

14.30K

Sep 30, 25

0.05%

PINNACLE FINANCIAL PARTNERS INC

9.47K

Sep 30, 25

0.04%

ASSET PLANNING CORPORATION

2.37K

Sep 30, 25

0.01%

Pineridge Advisors LLC

277

Sep 30, 25

0.00%

Martin Worley Group

5.42K

Jun 30, 25

-61

0.02%

Graypoint LLC

2.50K

Jun 30, 25

0.01%

AVANTAX ADVISORY SERVICES, INC.

1.72K

Jun 30, 25

-78

0.01%

Atria Wealth Solutions, Inc.

Jun 30, 25

-6.20K

Orion Portfolio Solutions, LLC

2.94K

Mar 31, 25

0.01%

Cable Hill Partners, LLC

2.58K

Mar 31, 25

+388

0.01%

CAROLINAS WEALTH CONSULTING LLC

722

Mar 31, 25

0.00%

WMS Partners, LLC

184.47K

Dec 31, 24

+2.20K

0.71%

HART & PATTERSON FINANCIAL GROUP LLC

48.25K

Dec 31, 24

-1.16K

0.19%

Sugarloaf Wealth Management, LLC

349

Dec 31, 24

0.00%

Kiely Wealth Advisory Group, Inc.

Dec 31, 24

0.00%

Executive Wealth Management, LLC

Dec 31, 24

-48.06K

Carlson Capital Management

Dec 31, 24

-2.06K

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-853

RAYMOND JAMES & ASSOCIATES

133.04K

Sep 30, 24

+266

0.51%

Raymond James Financial Services Advisors, Inc.

93.91K

Sep 30, 24

+572

0.36%

Family Asset Management, LLC

6.57K

Sep 30, 24

-159

0.03%

Bridge Advisory, LLC

3.93K

Sep 30, 24

+13

0.02%

Diversified, LLC

3.15K

Sep 30, 24

-233

0.01%

CEDRUS LLC

1.97K

Sep 30, 24

0.01%

BlackRock Inc.

1.72M

Jun 30, 24

-14.38K

6.62%

BUCKINGHAM STRATEGIC WEALTH, LLC

2.97K

Jun 30, 24

-107

0.01%

Rain Capital Management, LLC

1.24K

Jun 30, 24

0.00%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

32.75K

Mar 31, 24

+8.15K

0.13%

Cetera Advisors LLC

30.62K

Mar 31, 24

-897

0.12%

Cetera Advisor Networks LLC

25.11K

Mar 31, 24

-1.10K

0.10%

CREDIT SUISSE AG/

2.00K

Mar 31, 24

-1

0.01%

Cutler Group LLC / CA

100

Mar 31, 24

0.00%

Rainsberger Wealth Advisors, Inc.

40.80K

Dec 31, 23

-1.35K

0.16%

StrategIQ Financial Group, LLC

8.79K

Dec 31, 23

-1.17K

0.03%

FOCUS FINANCIAL NETWORK INC /ADV

4.08K

Dec 31, 23

+4.08K

0.02%

Glovista Investments LLC

3.24K

Dec 31, 23

-6.61K

0.01%

DB Wealth Management Group, LLC

510

Dec 31, 23

-97

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

80.09K

Sep 30, 23

-310

0.31%

3D/L Capital Management, LLC

7.45K

Sep 30, 23

+1.10K

0.03%

ADVISOR PARTNERS II, LLC

2.71K

Sep 30, 23

-6

0.01%

KB FINANCIAL PARTNERS, LLC

1.98K

Sep 30, 23

0.01%

V Wealth Advisors LLC

Sep 30, 23

-2.94K

PICTET ASSET MANAGEMENT SA

269.73K

Jun 30, 23

+269.73K

1.04%

Financial Architects, Inc

8.81K

Jun 30, 23

+22

0.03%

Kalos Management, Inc.

Jun 30, 23

-677

HARVEST GROUP WEALTH MANAGEMENT, LLC

2.67K

Mar 31, 23

-652

0.01%

Clear Perspectives Financial Planning, LLC

253

Mar 31, 23

0.00%

Sanford Advisory Services, LLC

89.94K

Dec 31, 22

+1.98K

0.35%

TRUSTCORE FINANCIAL SERVICES, LLC

34.18K

Dec 31, 22

-1.48K

0.13%

RESOLUTE FINANCIAL, LLC

15.93K

Dec 31, 22

-274

0.06%

Foresight Wealth Management, LLC

2.48K

Dec 31, 22

-15.30K

0.01%

Sargent Bickham Lagudis LLC

2.34K

Dec 31, 22

0.01%

RGT Wealth Advisors, LLC

1.98M

Sep 30, 22

+28.18K

7.60%

Wealthsimple Inc.

66.64K

Sep 30, 22

-133.75K

0.26%

STRINGER ASSET MANAGEMENT, LLC

31.54K

Sep 30, 22

-8.43K

0.12%

55I, LLC

8.04K

Sep 30, 22

-969

0.03%

DOWLING & YAHNKE LLC

5.12K

Sep 30, 22

0.02%

KARLINSKI ANDREW C

3.06K

Sep 30, 22

0.01%

MUFG Americas Holdings Corp

2.38K

Sep 30, 22

0.01%

FourThought Financial, LLC

1.34K

Sep 30, 22

-57

0.01%

American Portfolios Advisors

1.07K

Sep 30, 22

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

190

Sep 30, 22

+190

0.00%

HYA Advisors, Inc

6.82K

Jun 30, 22

-565

0.03%

ADVISOR PARTNERS LLC

4.03K

Jun 30, 22

-502

0.02%

BREWIN DOLPHIN WEALTH MANAGEMENT LTD

Jun 30, 22

0.00%

Private Capital Group, LLC

Jun 30, 22

-50

Lenox Wealth Advisors, LLC

982.56K

Mar 31, 22

+11.54K

3.78%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

81.81K

Mar 31, 22

+340

0.31%

MD Financial Management Inc.

1.45M

Dec 31, 21

+979.58K

5.58%

Crescent Capital Consulting, LLC

57.27K

Dec 31, 21

+36.16K

0.22%

FIRST MIDWEST BANK TRUST DIVISION

51.65K

Dec 31, 21

+973

0.20%

VIVID FINANCIAL MANAGEMENT, INC.

2.72K

Dec 31, 21

-166

0.01%

Carroll Financial Associates, Inc.

Dec 31, 21

+66

0.00%

Ameritas Investment Company, LLC

29.27K

Sep 30, 21

+6.17K

0.11%

QS Investors, LLC

32.41K

Jun 30, 21

+8.35K

0.12%

PNC Managed Account Solutions, Inc.

161

Jun 30, 21

+161

0.00%

USCA RIA LLC

Jun 30, 21

-34.65K

Wealthsimple US, Ltd.

104.92K

Mar 31, 21

-6.66K

0.40%

OLD MISSION CAPITAL, LLC

28.60K

Dec 31, 20

+28.60K

0.11%

Reby Advisors, LLC

1.03K

Dec 31, 20

+1.03K

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

24.67K

Sep 30, 20

-7.28K

0.09%

First Allied Advisory Services, Inc.

4.76K

Sep 30, 20

+632

0.02%

Watson Rebecca

3.19K

Sep 30, 20

0.01%

RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC

2.13K

Sep 30, 20

-455

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

574.37K

Dec 31, 19

+110.64K

2.21%

Advisor Group, Inc.

113.65K

Dec 31, 19

+10.14K

0.44%

BB&T SECURITIES, LLC

251.68K

Sep 30, 19

+28.96K

0.97%

SUNTRUST BANKS INC

12.28K

Sep 30, 19

-186

0.05%

Wealth & Pension Services Group, Inc.

4.54K

Sep 30, 19

0.02%

American Financial Network Advisory Services LLC

3.07K

Sep 30, 19

+3.07K

0.01%

Guidant Wealth Advisors

1.68K

Sep 30, 19

0.01%

TMD & ASSOCIATES, INC

25.63K

Jun 30, 19

-350

0.10%

HL FINANCIAL SERVICES LLC

3.79K

Mar 31, 19

+285

0.01%

CUE ADVISORY SERVICES, INC.

7.89K

Sep 30, 18

-96

0.03%

Vestpro Financial Partners, Inc. dba CPF Texas

5.68K

Sep 30, 18

+5.68K

0.02%

Vantage Investment Advisors, LLC

3.39K

Sep 30, 18

+234

0.01%

BB&T INVESTMENT SERVICES, INC.

54.53K

Dec 31, 17

+1.55K

0.21%

IFC Holdings Incorporated/FL

14.53K

Dec 31, 17

+532

0.06%

NATIONAL PLANNING CORP

Dec 31, 17

-4.71K

SII INVESTMENTS INC/WI

Dec 31, 17

-3.70K

Commonwealth Equity Services, Inc

151.80K

Jun 30, 17

+10.04K

0.58%

Virtu KCG Holdings LLC

19.44K

Jun 30, 17

+16.75K

0.07%

JANUS HENDERSON INVESTORS US LLC

16.78K

Mar 31, 17

+16.78K

0.06%

Clarity Capital KCPS Ltd.

3.74K

Mar 31, 17

+3.74K

0.01%

Integrated Wealth Management

3.42K

Mar 31, 17

+3.42K

0.01%

Parasol Investment Management, LLC

Mar 31, 17

-36.92K

BlackRock Group LTD

1.11M

Dec 31, 16

+16.21K

4.28%

BLACKROCK ADVISORS LLC

92.03K

Dec 31, 16

-8.97K

0.35%

BlackRock Investment Management, LLC

84.18K

Dec 31, 16

+1.14K

0.32%

BlackRock Fund Advisors

35.57K

Dec 31, 16

+1.03K

0.14%

MSI Financial Services Inc

18.94K

Dec 31, 16

-2.53K

0.07%

SOCIETE GENERALE

2.77K

Jun 30, 16

+2.77K

0.01%

MANAGED ACCOUNT ADVISORS LLC

120.19K

Jun 30, 15

+49.61K

0.46%

UBS AG

82.27K

Sep 30, 14

-46.65K

0.32%

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-4.21K

Jane Street Holding, LLC

4.03K

Dec 31, 13

-17.61K

0.02%