Avantis U.S. Small Cap Equity ETF(AVSC)

$73.13—Stale · unknown old

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Avantis U.S. Small Cap Equity ETF(AVSC)

NYSE • Last print unknown ago

$73.13—Stale · unknown old

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AVSC(AVSC)

AVSC

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Institutional Ownership

Top 295 Institutional Holders

Holder	Shares	Date	Change	% Held
MERCER GLOBAL ADVISORS INC /ADV	15.21M	Jun 30, 26	+356.11K	36.32%
Mason Investment Advisory Services, Inc.	3.55M	Jun 30, 26	-32.87K	8.48%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.32M	Jun 30, 26	+75.38K	3.15%
MORGAN STANLEY	1.11M	Jun 30, 26	+87.05K	2.65%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	954.98K	Jun 30, 26	+32.25K	2.28%
ENVESTNET ASSET MANAGEMENT INC	778.92K	Jun 30, 26	+64.98K	1.86%
Elwood & Goetz Wealth Advisory Group, LLC	687.21K	Jun 30, 26	+3.00K	1.64%
Creative Planning	646.48K	Jun 30, 26	-2.93K	1.54%
AE Wealth Management LLC	563.88K	Jun 30, 26	-73.03K	1.35%
AMERICAN CENTURY COMPANIES INC	537.61K	Jun 30, 26	+75.86K	1.28%
LPL Financial LLC	526.29K	Jun 30, 26	+58.85K	1.26%
Three Arch Wealth Management LLC	505.99K	Jun 30, 26	+36.74K	1.21%
Atlantic Union Bankshares Corp	489.25K	Jun 30, 26	+313.41K	1.17%
Shore Point Advisors, LLC	439.06K	Jun 30, 26	+35.88K	1.05%
RETIREMENT FINANCIAL SOLUTIONS, LLC	391.88K	Jun 30, 26	+15.03K	0.94%
Cornerstone Wealth Partners, LLC	357.50K	Jun 30, 26	+30.89K	0.85%
FAS Wealth Partners, Inc.	306.51K	Jun 30, 26	+29.06K	0.73%
PARK AVENUE SECURITIES LLC	291.04K	Jun 30, 26	+33.10K	0.70%
WEST PACES ADVISORS INC.	255.13K	Jun 30, 26	+1.05K	0.61%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	233.66K	Jun 30, 26	+32.50K	0.56%
Simplicity Wealth,LLC	224.29K	Jun 30, 26	+6.35K	0.54%
Foundations Investment Advisors, LLC	210.83K	Jun 30, 26	+12.20K	0.50%
Kilner Capital Advisors, LLC	194.17K	Jun 30, 26	-1.79K	0.46%
Savant Capital, LLC	186.79K	Jun 30, 26	-123.47K	0.45%
RAYMOND JAMES FINANCIAL INC	182.69K	Jun 30, 26	+35.24K	0.44%
B&D White Capital Company, LLC	176.01K	Jun 30, 26	+35.16K	0.42%
CI Private Wealth, LLC	173.81K	Jun 30, 26	-53.49K	0.42%
Buckingham Strategic Partners	172.35K	Jun 30, 26	+7.34K	0.41%
Berger Financial Group, Inc	166.98K	Jun 30, 26	+13.96K	0.40%
NORTHWEST WEALTH MANAGEMENT, LLC	149.07K	Jun 30, 26	+7.28K	0.36%
Eqis Capital Management, Inc.	143.87K	Jun 30, 26	-17.36K	0.34%
Resources Investment Advisors, LLC.	143.06K	Jun 30, 26	-363	0.34%
Choice Wealth Advisors, LLC	136.10K	Jun 30, 26	+6.63K	0.33%
Savvy Advisors, Inc.	125.77K	Jun 30, 26	+414	0.30%
APPLETON PARTNERS INC/MA	117.48K	Jun 30, 26	+117.48K	0.28%
Beaird Harris Wealth Management, LLC	113.87K	Jun 30, 26	-1.87K	0.27%
Foundry Financial Group, Inc.	112.20K	Jun 30, 26	+10.67K	0.27%
Aprio Wealth Management, LLC	103.90K	Jun 30, 26	-32.18K	0.25%
WEBSTERROGERS FINANCIAL ADVISORS, LLC	103.82K	Jun 30, 26	+5.28K	0.25%
MARS JEWETT FINANCIAL GROUP, INC.	100.08K	Jun 30, 26	+100.08K	0.24%
WCG Wealth Advisors LLC	95.38K	Jun 30, 26	+18.09K	0.23%
LexAurum Advisors, LLC	93.33K	Jun 30, 26	-15.73K	0.22%
Level Financial Advisors, Inc.	92.91K	Jun 30, 26	+2.96K	0.22%
Chicago Partners Investment Group LLC	91.19K	Jun 30, 26	+10.95K	0.22%
COMMONWEALTH EQUITY SERVICES, LLC	87.48K	Jun 30, 26	-9.20K	0.21%
MML INVESTORS SERVICES, LLC	84.51K	Jun 30, 26	+16.18K	0.20%
Bauman Advisory Group, LLC	81.32K	Jun 30, 26	+25.43K	0.19%
Strategic Blueprint, LLC	78.98K	Jun 30, 26	+803	0.19%
CAP Partners, LLC	78.50K	Jun 30, 26	+12.83K	0.19%
Paul R. Ried Financial Group, LLC	77.74K	Jun 30, 26	-2.87K	0.19%
Ridgeline Wealth, LLC	75.38K	Jun 30, 26	+2.93K	0.18%
CARDIFF PARK ADVISORS, LLC	73.60K	Jun 30, 26	+9.86K	0.18%
Mendota Financial Group, LLC	69.71K	Jun 30, 26	+12.75K	0.17%
Dogwood Wealth Management LLC	63.54K	Jun 30, 26	-3.94K	0.15%
Passive Capital Management, LLC.	62.50K	Jun 30, 26	--	0.15%
SeedSafe Financial LLC	58.09K	Jun 30, 26	--	0.14%
Cypress Point Wealth Management, LLC	57.06K	Jun 30, 26	+854	0.14%
Haven Private, LLC	56.56K	Jun 30, 26	-2.88K	0.14%
WELLS FARGO & COMPANY/MN	55.80K	Jun 30, 26	+2.64K	0.13%
CoreCap Advisors, LLC	55.75K	Jun 30, 26	+7.45K	0.13%
Global Strategic Investment Solutions, LLC	53.53K	Jun 30, 26	-124	0.13%
JPMORGAN CHASE & CO	52.74K	Jun 30, 26	+360	0.13%
Acropolis Investment Management, LLC	49.24K	Jun 30, 26	+3.50K	0.12%
Allodium Investment Consultants, LLC	48.85K	Jun 30, 26	+2.16K	0.12%
AIRE ADVISORS, LLC	48.76K	Jun 30, 26	-1.88K	0.12%
Atlas Wealth LLC	43.19K	Jun 30, 26	+6.31K	0.10%
Rockefeller Capital Management L.P.	43.12K	Jun 30, 26	+885	0.10%
Kestra Advisory Services, LLC	42.39K	Jun 30, 26	+1.05K	0.10%
Family Office Research LLC	42.18K	Jun 30, 26	+31	0.10%
ENDEAVOR PRIVATE WEALTH, INC.	42.07K	Jun 30, 26	+3.12K	0.10%
Fourth Dimension Wealth, LLC	40.39K	Jun 30, 26	+3.91K	0.10%
Beacon Pointe Advisors, LLC	36.65K	Jun 30, 26	+8.37K	0.09%
KAVAR CAPITAL PARTNERS GROUP, LLC	36.09K	Jun 30, 26	-40	0.09%
Cresset Asset Management, LLC	35.58K	Jun 30, 26	+13.45K	0.08%
Burk Holdings LLC	35.16K	Jun 30, 26	-637	0.08%
HB Wealth Management, LLC	34.29K	Jun 30, 26	+6.36K	0.08%
Quantinno Capital Management LP	34.12K	Jun 30, 26	+15.78K	0.08%
QUANTUM FINANCIAL PARTNERS LLC	33.06K	Jun 30, 26	+33.06K	0.08%
Mariner, LLC	32.55K	Jun 30, 26	-53.54K	0.08%
WILEY BROS.-AINTREE CAPITAL, LLC	31.95K	Jun 30, 26	+1.11K	0.08%
ETF Store, Inc.	31.34K	Jun 30, 26	+31.34K	0.07%
StrongBox Wealth, LLC	30.18K	Jun 30, 26	+2.77K	0.07%
Plancorp, LLC	29.77K	Jun 30, 26	+120	0.07%
Moisand Fitzgerald Tamayo, LLC	26.91K	Jun 30, 26	-130	0.06%
AQR CAPITAL MANAGEMENT LLC	26.67K	Jun 30, 26	+7.33K	0.06%
Tillman Hartley LLC	26.65K	Jun 30, 26	-881	0.06%
Centennial Bank/AR/	26.31K	Jun 30, 26	+5.68K	0.06%
LAM GROUP, INC.	26.20K	Jun 30, 26	+325	0.06%
OneAscent Financial Services LLC	26.16K	Jun 30, 26	+26.16K	0.06%
J. M. Brown & Associates Inc.	24.50K	Jun 30, 26	+24.50K	0.06%
Private Advisor Group, LLC	24.22K	Jun 30, 26	+19.21K	0.06%
Centennial Wealth Advisory LLC	23.74K	Jun 30, 26	-517	0.06%
JACKSON THORNTON ASSET MANAGEMENT, LLC	23.12K	Jun 30, 26	-396	0.06%
DIXON FNANCIAL SERVICES, INC.	22.29K	Jun 30, 26	--	0.05%
FIDUCIARY FINANCIAL ADVISORS	21.98K	Jun 30, 26	+21.98K	0.05%
Evanson Financial, LLC	21.81K	Jun 30, 26	+21.81K	0.05%
Disciplined Investors, L.L.C.	21.66K	Jun 30, 26	+481	0.05%
COMMERCE BANK	20.61K	Jun 30, 26	+11.79K	0.05%
Farther Finance Advisors, LLC	20.45K	Jun 30, 26	+235	0.05%
Werba Rubin Papier Wealth Management	20.38K	Jun 30, 26	-780	0.05%
Western Reserve Capital Management, LLC	19.88K	Jun 30, 26	+189	0.05%
Ruedi Wealth Management, Inc.	19.82K	Jun 30, 26	--	0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC	19.67K	Jun 30, 26	+12.99K	0.05%
Frankly Finances, LLC	19.23K	Jun 30, 26	-700	0.05%
CLUNE & ASSOCIATES, LTD.	18.81K	Jun 30, 26	-2.01K	0.04%
GTS SECURITIES LLC	17.29K	Jun 30, 26	+17.29K	0.04%
CRA Financial Services, LLC	17.25K	Jun 30, 26	+389	0.04%
CLARIS ADVISORS, LLC / MO /	16.58K	Jun 30, 26	--	0.04%
PCG Wealth Advisors, LLC	16.16K	Jun 30, 26	-346	0.04%
CURIO WEALTH, LLC	15.85K	Jun 30, 26	--	0.04%
Tortoise Investment Management, LLC	15.72K	Jun 30, 26	-220	0.04%
JONES FINANCIAL COMPANIES LLLP	15.62K	Jun 30, 26	+5.42K	0.04%
EnRich Financial Partners LLC	15.53K	Jun 30, 26	-103	0.04%
Colony Group, LLC	15.52K	Jun 30, 26	+2.17K	0.04%
Summit Financial, LLC	14.69K	Jun 30, 26	+1.12K	0.04%
Capital Analysts, LLC	14.55K	Jun 30, 26	+45	0.03%
Sunpointe, LLC	14.36K	Jun 30, 26	-20	0.03%
Approach Retirement Advisors, LLC	14.30K	Jun 30, 26	-45	0.03%
Cambridge Investment Research Advisors, Inc.	14.12K	Jun 30, 26	-400	0.03%
Axis Wealth Partners, LLC	13.74K	Jun 30, 26	-558	0.03%
Cetera Investment Advisers	13.10K	Jun 30, 26	+8.01K	0.03%
Modera Wealth Management, LLC	12.78K	Jun 30, 26	+12.78K	0.03%
Nuveen, LLC	12.35K	Jun 30, 26	+12.35K	0.03%
Apeiron RIA LLC	11.98K	Jun 30, 26	-300	0.03%
Pearl Planning LLC	11.30K	Jun 30, 26	--	0.03%
Bridgewater Advisors Inc.	10.87K	Jun 30, 26	+3.63K	0.03%
BlackRock, Inc.	9.81K	Jun 30, 26	+4.21K	0.02%
Zhang Financial LLC	9.60K	Jun 30, 26	+2	0.02%
Avantax Planning Partners, Inc.	9.39K	Jun 30, 26	-3.10K	0.02%
Pacific Asset Management, LLC	9.12K	Jun 30, 26	+18	0.02%
Vestmark Advisory Solutions, Inc.	8.96K	Jun 30, 26	+3.01K	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	8.93K	Jun 30, 26	-1.19K	0.02%
Thayer Financial, L.L.C.	8.53K	Jun 30, 26	-746	0.02%
Cloud Capital Management, LLC	8.33K	Jun 30, 26	+2.33K	0.02%
Arkadios Wealth Advisors	8.23K	Jun 30, 26	-6.98K	0.02%
Maia Wealth LLC	8.21K	Jun 30, 26	-1.86K	0.02%
D. E. Shaw & Co., Inc.	7.74K	Jun 30, 26	--	0.02%
WealthTrak Capital Management LLC	7.62K	Jun 30, 26	+7.62K	0.02%
FLAGSHIP HARBOR ADVISORS, LLC	7.56K	Jun 30, 26	+127	0.02%
Bison Wealth, LLC	7.33K	Jun 30, 26	+227	0.02%
ADVISOR GROUP HOLDINGS, INC.	7.17K	Jun 30, 26	+2.21K	0.02%
Caprock Group, LLC	7.13K	Jun 30, 26	+204	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	6.90K	Jun 30, 26	-85	0.02%
Kane Co Wealth Management, Inc.	6.20K	Jun 30, 26	+9	0.01%
FMR LLC	6.17K	Jun 30, 26	+4.90K	0.01%
Team Financial Group, LLC	6.06K	Jun 30, 26	+4.13K	0.01%
Cogent Private Wealth, Inc.	6.00K	Jun 30, 26	--	0.01%
Global Retirement Partners, LLC	5.95K	Jun 30, 26	+5.95K	0.01%
Pensionmark Financial Group, LLC	5.95K	Jun 30, 26	--	0.01%
Well Done, LLC	5.86K	Jun 30, 26	+5.86K	0.01%
BWM Planning, LLC	5.78K	Jun 30, 26	+5.78K	0.01%
Ariadne Wealth Management, LP	5.76K	Jun 30, 26	-91	0.01%
Claro Advisors LLC	5.75K	Jun 30, 26	+616	0.01%
GEM Asset Management, LLC	5.56K	Jun 30, 26	+11	0.01%
Armbruster Capital Management, Inc.	5.36K	Jun 30, 26	-740	0.01%
Merit Financial Group, LLC	5.35K	Jun 30, 26	+5.35K	0.01%
Sprinkle Financial Consultants LLC	5.34K	Jun 30, 26	+5.34K	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	5.28K	Jun 30, 26	-38	0.01%
HRT FINANCIAL LP	5.22K	Jun 30, 26	+5.22K	0.01%
Herold Advisors, Inc.	5.04K	Jun 30, 26	-528	0.01%
Atomi Financial Group, Inc.	4.90K	Jun 30, 26	+1.21K	0.01%
Hutchens & Kramer Investment Management Group, LLC	4.89K	Jun 30, 26	--	0.01%
Destination Wealth Management	4.77K	Jun 30, 26	--	0.01%
Harbor Asset Planning, Inc.	4.75K	Jun 30, 26	+161	0.01%
BAYSHORE ASSET MANAGEMENT, LLC	4.67K	Jun 30, 26	-60	0.01%
Western Wealth Management, LLC	4.66K	Jun 30, 26	-325	0.01%
CAHILL FINANCIAL ADVISORS INC	4.60K	Jun 30, 26	+4.60K	0.01%
Clearwater Capital Advisors, LLC	4.56K	Jun 30, 26	+4.56K	0.01%
HighTower Advisors, LLC	4.56K	Jun 30, 26	-3.57K	0.01%
Catalytic Wealth RIA, LLC	4.39K	Jun 30, 26	+318	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	4.16K	Jun 30, 26	-31.62K	0.01%
SC&H Financial Advisors, Inc.	4.07K	Jun 30, 26	-462	0.01%
STIFEL FINANCIAL CORP	4.02K	Jun 30, 26	-21	0.01%
Summit Financial Wealth Advisors, LLC	3.90K	Jun 30, 26	+30	0.01%
XY Planning Network, Inc.	3.83K	Jun 30, 26	+3.83K	0.01%
DBK Financial Counsel, LLC	3.82K	Jun 30, 26	--	0.01%
Copper Harbor Investment Advisors, LLC	3.72K	Jun 30, 26	+3.72K	0.01%
Community Bank, N.A.	3.68K	Jun 30, 26	--	0.01%
Sequent Asset Management, LLC	3.67K	Jun 30, 26	--	0.01%
CreativeOne Wealth, LLC	3.64K	Jun 30, 26	-1.11K	0.01%
Integrated Wealth Concepts LLC	3.45K	Jun 30, 26	+3.45K	0.01%
Foundry Financial LLC	3.42K	Jun 30, 26	-16	0.01%
Noble Family Wealth, LLC	3.38K	Jun 30, 26	-504	0.01%
Seaside Wealth Management, Inc.	3.36K	Jun 30, 26	+10	0.01%
Belpointe Asset Management LLC	3.22K	Jun 30, 26	+3.22K	0.01%
Arista Wealth Management, LLC	3.21K	Jun 30, 26	+3.21K	0.01%
IF Advisors, LLC	3.17K	Jun 30, 26	+3.17K	0.01%
Goldstein Advisors, LLC	3.16K	Jun 30, 26	+3.16K	0.01%
MAI Capital Management	3.08K	Jun 30, 26	+2.95K	0.01%
Acorn Wealth Advisors, LLC	3.03K	Jun 30, 26	+3.03K	0.01%
BANK OF MONTREAL /CAN/	2.94K	Jun 30, 26	+2.94K	0.01%
Crusonia Wealth Advisors LLC	2.82K	Jun 30, 26	+2.82K	0.01%
Baird Financial Group, Inc.	2.80K	Jun 30, 26	+2.80K	0.01%
Brand Asset Management Group, Inc.	2.76K	Jun 30, 26	+2.76K	0.01%
EP Wealth Advisors, LLC	2.70K	Jun 30, 26	+2.70K	0.01%
UMB Bank, n.a.	2.70K	Jun 30, 26	+191	0.01%
FIFTH THIRD BANCORP	2.59K	Jun 30, 26	-294	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	2.40K	Jun 30, 26	--	0.01%
Delos Wealth Advisors, LLC	2.03K	Jun 30, 26	--	0.00%
NewEdge Advisors, LLC	1.99K	Jun 30, 26	+175	0.00%
Bank of New Hampshire	1.97K	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	1.93K	Jun 30, 26	--	0.00%
Glassman Wealth Services	1.73K	Jun 30, 26	+1.73K	0.00%
Spire Wealth Management	1.51K	Jun 30, 26	+1.51K	0.00%
PRIVATE TRUST CO NA	1.03K	Jun 30, 26	--	0.00%
Glass Jacobson Investment Advisors llc	990	Jun 30, 26	+990	0.00%
SRS Capital Advisors, Inc.	975	Jun 30, 26	+2	0.00%
Medallion Wealth Advisors, LLC	967	Jun 30, 26	--	0.00%
ROYAL BANK OF CANADA	927	Jun 30, 26	+927	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	839	Jun 30, 26	--	0.00%
MCF Advisors LLC	819	Jun 30, 26	-348	0.00%
MeadowBrook Investment Advisors LLC	766	Jun 30, 26	+766	0.00%
Steward Partners Investment Advisory, LLC	747	Jun 30, 26	-1	0.00%
ASSETMARK, INC	723	Jun 30, 26	+696	0.00%
BROWN BROTHERS HARRIMAN & CO	639	Jun 30, 26	--	0.00%
MANNING & NAPIER ADVISORS LLC	620	Jun 30, 26	--	0.00%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	583	Jun 30, 26	+583	0.00%
YANKCOM Partnership	500	Jun 30, 26	--	0.00%
Steigerwald, Gordon & Koch Inc.	450	Jun 30, 26	-255	0.00%
REAP Financial Group, LLC	408	Jun 30, 26	--	0.00%
Regatta Research & Money Management	395	Jun 30, 26	+395	0.00%
EverSource Wealth Advisors, LLC	336	Jun 30, 26	-336	0.00%
Fairway Wealth LLC	310	Jun 30, 26	+310	0.00%
AMERIFLEX GROUP, INC.	303	Jun 30, 26	+1	0.00%
BFSG, LLC	295	Jun 30, 26	--	0.00%
Oakworth Capital, Inc.	286	Jun 30, 26	+286	0.00%
Cranbrook Wealth Management, LLC	176	Jun 30, 26	+176	0.00%
ROTHSCHILD INVESTMENT LLC	166	Jun 30, 26	--	0.00%
Allworth Financial LP	160	Jun 30, 26	--	0.00%
Decker Retirement Planning Inc.	138	Jun 30, 26	+138	0.00%
IFG Advisory, LLC	135	Jun 30, 26	+135	0.00%
CX Institutional	125	Jun 30, 26	-127	0.00%
American Capital Advisory, LLC	122	Jun 30, 26	-251	0.00%
Hurley Capital, LLC	110	Jun 30, 26	+1	0.00%
N.E.W. Advisory Services LLC	100	Jun 30, 26	+100	0.00%
VANGUARD ADVISERS INC	94	Jun 30, 26	-45	0.00%
Lloyd Advisory Services, LLC.	66	Jun 30, 26	-210	0.00%
Pacific Center for Financial Services	62	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	61	Jun 30, 26	+12	0.00%
Networth Advisors, LLC	45	Jun 30, 26	-58.57K	0.00%
GILPIN WEALTH MANAGEMENT, LLC	30	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	30	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	28	Jun 30, 26	-30	0.00%
Quest 10 Wealth Builders, Inc.	28	Jun 30, 26	-5	0.00%
Key Capital Management, INC	27	Jun 30, 26	+27	0.00%
Cape Investment Advisory, Inc.	16	Jun 30, 26	+16	0.00%
1620 INVESTMENT ADVISORS, INC.	10	Jun 30, 26	--	0.00%
3 FACTOR INDEXING, LLC	--	Jun 30, 26	-28	--
Wealth Management Nebraska	--	Jun 30, 26	-1.09M	--
Advisory Services Network, LLC	--	Jun 30, 26	-1.65K	--
Qube Research & Technologies Ltd	--	Jun 30, 26	-108	--
UBS Group AG	--	Jun 30, 26	-115	--
KMG FIDUCIARY PARTNERS, LLC	--	Jun 30, 26	-11.09K	--
MARSHALL INVESTMENT MANAGEMENT, LLC	--	Jun 30, 26	-140	--
Value Investment Professionals, LLC	--	Jun 30, 26	-12.84K	--
Independent Advisor Alliance	--	Jun 30, 26	-15.75K	--
Root Financial Partners, LLC	--	Jun 30, 26	-392	--
Kingdom Financial Group LLC.	--	Jun 30, 26	-276	--
Reyes Financial Architecture, Inc.	--	Jun 30, 26	-968	--
ARMSTRONG ADVISORY GROUP, INC	--	Jun 30, 26	-157	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-3.81K	--
Golden State Equity Partners	--	Jun 30, 26	-2.07K	--
Measured Wealth Private Client Group, LLC	--	Jun 30, 26	-209	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-426	--
CWM, LLC	194.32K	Mar 31, 26	+12.69K	0.46%
Evanson Asset Management, LLC	17.66K	Mar 31, 26	+11	0.04%
Skopos Labs, Inc.	7.81K	Mar 31, 26	+1.82K	0.02%
McIlrath & Eck, LLC	222	Mar 31, 26	--	0.00%
FineMark National Bank & Trust	4.55K	Dec 31, 25	+150	0.01%
O'Brien Wealth Partners LLC	3.58K	Dec 31, 25	+3.58K	0.01%
COMERICA BANK	1.67K	Dec 31, 25	--	0.00%
CIBC Private Wealth Group, LLC	132	Dec 31, 25	+132	0.00%
Accredited Wealth Management, LLC	7.88K	Sep 30, 25	+6.27K	0.02%
Full Sail Capital, LLC	4.42K	Sep 30, 25	+4.42K	0.01%
Lion Street Advisors, LLC	--	Sep 30, 25	-9.21K	--
PrairieView Partners, LLC	468.16K	Jun 30, 25	+77.72K	1.12%
DHK Financial Advisors, Inc.	8.06K	Jun 30, 25	+28	0.02%
Benchmark Wealth Management, LLC	7.69K	Jun 30, 25	+2.11K	0.02%
Iron Horse Wealth Management, LLC	16	Jun 30, 25	--	0.00%
Aveo Capital Partners, LLC	164.54K	Mar 31, 25	+34.35K	0.39%
Orion Portfolio Solutions, LLC	5.98K	Mar 31, 25	--	0.01%
WMS Partners, LLC	23.12K	Dec 31, 24	-539	0.06%
Householder Group Estate & Retirement Specialist, LLC	81	Dec 31, 24	+81	0.00%
Waypoint Capital Advisors, LLC	185.63K	Sep 30, 24	+597	0.44%
Kingfisher Capital LLC	6.92K	Sep 30, 24	+2.17K	0.02%
RAYMOND JAMES & ASSOCIATES	6.15K	Sep 30, 24	+6.15K	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	48	Jun 30, 24	+48	0.00%
ML & R WEALTH MANAGEMENT LLC	31.11K	Mar 31, 24	-5.03K	0.07%
Day & Ennis, LLC	16.06K	Dec 31, 23	+16.06K	0.04%
Resource Planning Group	14.61K	Dec 31, 23	+14.61K	0.03%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	120.39K	Sep 30, 23	+6.19K	0.29%
Truadvice, LLC	9.39K	Sep 30, 23	-1.48K	0.02%
Steward Financial Group LLC	4.61K	Sep 30, 23	+4.61K	0.01%
TimeScale Financial, Inc.	84	Jun 30, 23	+84	0.00%
CPWM, LLC	30.61K	Sep 30, 22	+14.04K	0.07%

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Holder

Date

Change

% Held

MERCER GLOBAL ADVISORS INC /ADV

15.21M

Jun 30, 26

+356.11K

36.32%

Mason Investment Advisory Services, Inc.

3.55M

Jun 30, 26

-32.87K

8.48%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.32M

Jun 30, 26

+75.38K

3.15%

MORGAN STANLEY

1.11M

Jun 30, 26

+87.05K

2.65%

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

954.98K

Jun 30, 26

+32.25K

2.28%

ENVESTNET ASSET MANAGEMENT INC

778.92K

Jun 30, 26

+64.98K

1.86%

Elwood & Goetz Wealth Advisory Group, LLC

687.21K

Jun 30, 26

+3.00K

1.64%

Creative Planning

646.48K

Jun 30, 26

-2.93K

1.54%

AE Wealth Management LLC

563.88K

Jun 30, 26

-73.03K

1.35%

AMERICAN CENTURY COMPANIES INC

537.61K

Jun 30, 26

+75.86K

1.28%

LPL Financial LLC

526.29K

Jun 30, 26

+58.85K

1.26%

Three Arch Wealth Management LLC

505.99K

Jun 30, 26

+36.74K

1.21%

Atlantic Union Bankshares Corp

489.25K

Jun 30, 26

+313.41K

1.17%

Shore Point Advisors, LLC

439.06K

Jun 30, 26

+35.88K

1.05%

RETIREMENT FINANCIAL SOLUTIONS, LLC

391.88K

Jun 30, 26

+15.03K

0.94%

Cornerstone Wealth Partners, LLC

357.50K

Jun 30, 26

+30.89K

0.85%

FAS Wealth Partners, Inc.

306.51K

Jun 30, 26

+29.06K

0.73%

PARK AVENUE SECURITIES LLC

291.04K

Jun 30, 26

+33.10K

0.70%

WEST PACES ADVISORS INC.

255.13K

Jun 30, 26

+1.05K

0.61%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

233.66K

Jun 30, 26

+32.50K

0.56%

Simplicity Wealth,LLC

224.29K

Jun 30, 26

+6.35K

0.54%

Foundations Investment Advisors, LLC

210.83K

Jun 30, 26

+12.20K

0.50%

Kilner Capital Advisors, LLC

194.17K

Jun 30, 26

-1.79K

0.46%

Savant Capital, LLC

186.79K

Jun 30, 26

-123.47K

0.45%

RAYMOND JAMES FINANCIAL INC

182.69K

Jun 30, 26

+35.24K

0.44%

B&D White Capital Company, LLC

176.01K

Jun 30, 26

+35.16K

0.42%

CI Private Wealth, LLC

173.81K

Jun 30, 26

-53.49K

0.42%

Buckingham Strategic Partners

172.35K

Jun 30, 26

+7.34K

0.41%

Berger Financial Group, Inc

166.98K

Jun 30, 26

+13.96K

0.40%

NORTHWEST WEALTH MANAGEMENT, LLC

149.07K

Jun 30, 26

+7.28K

0.36%

Eqis Capital Management, Inc.

143.87K

Jun 30, 26

-17.36K

0.34%

Resources Investment Advisors, LLC.

143.06K

Jun 30, 26

-363

0.34%

Choice Wealth Advisors, LLC

136.10K

Jun 30, 26

+6.63K

0.33%

Savvy Advisors, Inc.

125.77K

Jun 30, 26

+414

0.30%

APPLETON PARTNERS INC/MA

117.48K

Jun 30, 26

+117.48K

0.28%

Beaird Harris Wealth Management, LLC

113.87K

Jun 30, 26

-1.87K

0.27%

Foundry Financial Group, Inc.

112.20K

Jun 30, 26

+10.67K

0.27%

Aprio Wealth Management, LLC

103.90K

Jun 30, 26

-32.18K

0.25%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

103.82K

Jun 30, 26

+5.28K

0.25%

MARS JEWETT FINANCIAL GROUP, INC.

100.08K

Jun 30, 26

+100.08K

0.24%

WCG Wealth Advisors LLC

95.38K

Jun 30, 26

+18.09K

0.23%

LexAurum Advisors, LLC

93.33K

Jun 30, 26

-15.73K

0.22%

Level Financial Advisors, Inc.

92.91K

Jun 30, 26

+2.96K

0.22%

Chicago Partners Investment Group LLC

91.19K

Jun 30, 26

+10.95K

0.22%

COMMONWEALTH EQUITY SERVICES, LLC

87.48K

Jun 30, 26

-9.20K

0.21%

MML INVESTORS SERVICES, LLC

84.51K

Jun 30, 26

+16.18K

0.20%

Bauman Advisory Group, LLC

81.32K

Jun 30, 26

+25.43K

0.19%

Strategic Blueprint, LLC

78.98K

Jun 30, 26

+803

0.19%

CAP Partners, LLC

78.50K

Jun 30, 26

+12.83K

0.19%

Paul R. Ried Financial Group, LLC

77.74K

Jun 30, 26

-2.87K

0.19%

Ridgeline Wealth, LLC

75.38K

Jun 30, 26

+2.93K

0.18%

CARDIFF PARK ADVISORS, LLC

73.60K

Jun 30, 26

+9.86K

0.18%

Mendota Financial Group, LLC

69.71K

Jun 30, 26

+12.75K

0.17%

Dogwood Wealth Management LLC

63.54K

Jun 30, 26

-3.94K

0.15%

Passive Capital Management, LLC.

62.50K

Jun 30, 26

0.15%

SeedSafe Financial LLC

58.09K

Jun 30, 26

0.14%

Cypress Point Wealth Management, LLC

57.06K

Jun 30, 26

+854

0.14%

Haven Private, LLC

56.56K

Jun 30, 26

-2.88K

0.14%

WELLS FARGO & COMPANY/MN

55.80K

Jun 30, 26

+2.64K

0.13%

CoreCap Advisors, LLC

55.75K

Jun 30, 26

+7.45K

0.13%

Global Strategic Investment Solutions, LLC

53.53K

Jun 30, 26

-124

0.13%

JPMORGAN CHASE & CO

52.74K

Jun 30, 26

+360

0.13%

Acropolis Investment Management, LLC

49.24K

Jun 30, 26

+3.50K

0.12%

Allodium Investment Consultants, LLC

48.85K

Jun 30, 26

+2.16K

0.12%

AIRE ADVISORS, LLC

48.76K

Jun 30, 26

-1.88K

0.12%

Atlas Wealth LLC

43.19K

Jun 30, 26

+6.31K

0.10%

Rockefeller Capital Management L.P.

43.12K

Jun 30, 26

+885

0.10%

Kestra Advisory Services, LLC

42.39K

Jun 30, 26

+1.05K

0.10%

Family Office Research LLC

42.18K

Jun 30, 26

+31

0.10%

ENDEAVOR PRIVATE WEALTH, INC.

42.07K

Jun 30, 26

+3.12K

0.10%

Fourth Dimension Wealth, LLC

40.39K

Jun 30, 26

+3.91K

0.10%

Beacon Pointe Advisors, LLC

36.65K

Jun 30, 26

+8.37K

0.09%

KAVAR CAPITAL PARTNERS GROUP, LLC

36.09K

Jun 30, 26

-40

0.09%

Cresset Asset Management, LLC

35.58K

Jun 30, 26

+13.45K

0.08%

Burk Holdings LLC

35.16K

Jun 30, 26

-637

0.08%

HB Wealth Management, LLC

34.29K

Jun 30, 26

+6.36K

0.08%

Quantinno Capital Management LP

34.12K

Jun 30, 26

+15.78K

0.08%

QUANTUM FINANCIAL PARTNERS LLC

33.06K

Jun 30, 26

+33.06K

0.08%

Mariner, LLC

32.55K

Jun 30, 26

-53.54K

0.08%

WILEY BROS.-AINTREE CAPITAL, LLC

31.95K

Jun 30, 26

+1.11K

0.08%

ETF Store, Inc.

31.34K

Jun 30, 26

+31.34K

0.07%

StrongBox Wealth, LLC

30.18K

Jun 30, 26

+2.77K

0.07%

Plancorp, LLC

29.77K

Jun 30, 26

+120

0.07%

Moisand Fitzgerald Tamayo, LLC

26.91K

Jun 30, 26

-130

0.06%

AQR CAPITAL MANAGEMENT LLC

26.67K

Jun 30, 26

+7.33K

0.06%

Tillman Hartley LLC

26.65K

Jun 30, 26

-881

0.06%

Centennial Bank/AR/

26.31K

Jun 30, 26

+5.68K

0.06%

LAM GROUP, INC.

26.20K

Jun 30, 26

+325

0.06%

OneAscent Financial Services LLC

26.16K

Jun 30, 26

+26.16K

0.06%

J. M. Brown & Associates Inc.

24.50K

Jun 30, 26

+24.50K

0.06%

Private Advisor Group, LLC

24.22K

Jun 30, 26

+19.21K

0.06%

Centennial Wealth Advisory LLC

23.74K

Jun 30, 26

-517

0.06%

JACKSON THORNTON ASSET MANAGEMENT, LLC

23.12K

Jun 30, 26

-396

0.06%

DIXON FNANCIAL SERVICES, INC.

22.29K

Jun 30, 26

0.05%

FIDUCIARY FINANCIAL ADVISORS

21.98K

Jun 30, 26

+21.98K

0.05%

Evanson Financial, LLC

21.81K

Jun 30, 26

+21.81K

0.05%

Disciplined Investors, L.L.C.

21.66K

Jun 30, 26

+481

0.05%

COMMERCE BANK

20.61K

Jun 30, 26

+11.79K

0.05%

Farther Finance Advisors, LLC

20.45K

Jun 30, 26

+235

0.05%

Werba Rubin Papier Wealth Management

20.38K

Jun 30, 26

-780

0.05%

Western Reserve Capital Management, LLC

19.88K

Jun 30, 26

+189

0.05%

Ruedi Wealth Management, Inc.

19.82K

Jun 30, 26

0.05%

KESTRA PRIVATE WEALTH SERVICES, LLC

19.67K

Jun 30, 26

+12.99K

0.05%

Frankly Finances, LLC

19.23K

Jun 30, 26

-700

0.05%

CLUNE & ASSOCIATES, LTD.

18.81K

Jun 30, 26

-2.01K

0.04%

GTS SECURITIES LLC

17.29K

Jun 30, 26

+17.29K

0.04%

CRA Financial Services, LLC

17.25K

Jun 30, 26

+389

0.04%

CLARIS ADVISORS, LLC / MO /

16.58K

Jun 30, 26

0.04%

PCG Wealth Advisors, LLC

16.16K

Jun 30, 26

-346

0.04%

CURIO WEALTH, LLC

15.85K

Jun 30, 26

0.04%

Tortoise Investment Management, LLC

15.72K

Jun 30, 26

-220

0.04%

JONES FINANCIAL COMPANIES LLLP

15.62K

Jun 30, 26

+5.42K

0.04%

EnRich Financial Partners LLC

15.53K

Jun 30, 26

-103

0.04%

Colony Group, LLC

15.52K

Jun 30, 26

+2.17K

0.04%

Summit Financial, LLC

14.69K

Jun 30, 26

+1.12K

0.04%

Capital Analysts, LLC

14.55K

Jun 30, 26

+45

0.03%

Sunpointe, LLC

14.36K

Jun 30, 26

-20

0.03%

Approach Retirement Advisors, LLC

14.30K

Jun 30, 26

-45

0.03%

Cambridge Investment Research Advisors, Inc.

14.12K

Jun 30, 26

-400

0.03%

Axis Wealth Partners, LLC

13.74K

Jun 30, 26

-558

0.03%

Cetera Investment Advisers

13.10K

Jun 30, 26

+8.01K

0.03%

Modera Wealth Management, LLC

12.78K

Jun 30, 26

+12.78K

0.03%

Nuveen, LLC

12.35K

Jun 30, 26

+12.35K

0.03%

Apeiron RIA LLC

11.98K

Jun 30, 26

-300

0.03%

Pearl Planning LLC

11.30K

Jun 30, 26

0.03%

Bridgewater Advisors Inc.

10.87K

Jun 30, 26

+3.63K

0.03%

BlackRock, Inc.

9.81K

Jun 30, 26

+4.21K

0.02%

Zhang Financial LLC

9.60K

Jun 30, 26

0.02%

Avantax Planning Partners, Inc.

9.39K

Jun 30, 26

-3.10K

0.02%

Pacific Asset Management, LLC

9.12K

Jun 30, 26

+18

0.02%

Vestmark Advisory Solutions, Inc.

8.96K

Jun 30, 26

+3.01K

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

8.93K

Jun 30, 26

-1.19K

0.02%

Thayer Financial, L.L.C.

8.53K

Jun 30, 26

-746

0.02%

Cloud Capital Management, LLC

8.33K

Jun 30, 26

+2.33K

0.02%

Arkadios Wealth Advisors

8.23K

Jun 30, 26

-6.98K

0.02%

Maia Wealth LLC

8.21K

Jun 30, 26

-1.86K

0.02%

D. E. Shaw & Co., Inc.

7.74K

Jun 30, 26

0.02%

WealthTrak Capital Management LLC

7.62K

Jun 30, 26

+7.62K

0.02%

FLAGSHIP HARBOR ADVISORS, LLC

7.56K

Jun 30, 26

+127

0.02%

Bison Wealth, LLC

7.33K

Jun 30, 26

+227

0.02%

ADVISOR GROUP HOLDINGS, INC.

7.17K

Jun 30, 26

+2.21K

0.02%

Caprock Group, LLC

7.13K

Jun 30, 26

+204

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

6.90K

Jun 30, 26

-85

0.02%

Kane Co Wealth Management, Inc.

6.20K

Jun 30, 26

0.01%

FMR LLC

6.17K

Jun 30, 26

+4.90K

0.01%

Team Financial Group, LLC

6.06K

Jun 30, 26

+4.13K

0.01%

Cogent Private Wealth, Inc.

6.00K

Jun 30, 26

0.01%

Global Retirement Partners, LLC

5.95K

Jun 30, 26

+5.95K

0.01%

Pensionmark Financial Group, LLC

5.95K

Jun 30, 26

0.01%

Well Done, LLC

5.86K

Jun 30, 26

+5.86K

0.01%

BWM Planning, LLC

5.78K

Jun 30, 26

+5.78K

0.01%

Ariadne Wealth Management, LP

5.76K

Jun 30, 26

-91

0.01%

Claro Advisors LLC

5.75K

Jun 30, 26

+616

0.01%

GEM Asset Management, LLC

5.56K

Jun 30, 26

+11

0.01%

Armbruster Capital Management, Inc.

5.36K

Jun 30, 26

-740

0.01%

Merit Financial Group, LLC

5.35K

Jun 30, 26

+5.35K

0.01%

Sprinkle Financial Consultants LLC

5.34K

Jun 30, 26

+5.34K

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

5.28K

Jun 30, 26

-38

0.01%

HRT FINANCIAL LP

5.22K

Jun 30, 26

+5.22K

0.01%

Herold Advisors, Inc.

5.04K

Jun 30, 26

-528

0.01%

Atomi Financial Group, Inc.

4.90K

Jun 30, 26

+1.21K

0.01%

Hutchens & Kramer Investment Management Group, LLC

4.89K

Jun 30, 26

0.01%

Destination Wealth Management

4.77K

Jun 30, 26

0.01%

Harbor Asset Planning, Inc.

4.75K

Jun 30, 26

+161

0.01%

BAYSHORE ASSET MANAGEMENT, LLC

4.67K

Jun 30, 26

-60

0.01%

Western Wealth Management, LLC

4.66K

Jun 30, 26

-325

0.01%

CAHILL FINANCIAL ADVISORS INC

4.60K

Jun 30, 26

+4.60K

0.01%

Clearwater Capital Advisors, LLC

4.56K

Jun 30, 26

+4.56K

0.01%

HighTower Advisors, LLC

4.56K

Jun 30, 26

-3.57K

0.01%

Catalytic Wealth RIA, LLC

4.39K

Jun 30, 26

+318

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

4.16K

Jun 30, 26

-31.62K

0.01%

SC&H Financial Advisors, Inc.

4.07K

Jun 30, 26

-462

0.01%

STIFEL FINANCIAL CORP

4.02K

Jun 30, 26

-21

0.01%

Summit Financial Wealth Advisors, LLC

3.90K

Jun 30, 26

+30

0.01%

XY Planning Network, Inc.

3.83K

Jun 30, 26

+3.83K

0.01%

DBK Financial Counsel, LLC

3.82K

Jun 30, 26

0.01%

Copper Harbor Investment Advisors, LLC

3.72K

Jun 30, 26

+3.72K

0.01%

Community Bank, N.A.

3.68K

Jun 30, 26

0.01%

Sequent Asset Management, LLC

3.67K

Jun 30, 26

0.01%

CreativeOne Wealth, LLC

3.64K

Jun 30, 26

-1.11K

0.01%

Integrated Wealth Concepts LLC

3.45K

Jun 30, 26

+3.45K

0.01%

Foundry Financial LLC

3.42K

Jun 30, 26

-16

0.01%

Noble Family Wealth, LLC

3.38K

Jun 30, 26

-504

0.01%

Seaside Wealth Management, Inc.

3.36K

Jun 30, 26

+10

0.01%

Belpointe Asset Management LLC

3.22K

Jun 30, 26

+3.22K

0.01%

Arista Wealth Management, LLC

3.21K

Jun 30, 26

+3.21K

0.01%

IF Advisors, LLC

3.17K

Jun 30, 26

+3.17K

0.01%

Goldstein Advisors, LLC

3.16K

Jun 30, 26

+3.16K

0.01%

MAI Capital Management

3.08K

Jun 30, 26

+2.95K

0.01%

Acorn Wealth Advisors, LLC

3.03K

Jun 30, 26

+3.03K

0.01%

BANK OF MONTREAL /CAN/

2.94K

Jun 30, 26

+2.94K

0.01%

Crusonia Wealth Advisors LLC

2.82K

Jun 30, 26

+2.82K

0.01%

Baird Financial Group, Inc.

2.80K

Jun 30, 26

+2.80K

0.01%

Brand Asset Management Group, Inc.

2.76K

Jun 30, 26

+2.76K

0.01%

EP Wealth Advisors, LLC

2.70K

Jun 30, 26

+2.70K

0.01%

UMB Bank, n.a.

2.70K

Jun 30, 26

+191

0.01%

FIFTH THIRD BANCORP

2.59K

Jun 30, 26

-294

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

2.40K

Jun 30, 26

0.01%

Delos Wealth Advisors, LLC

2.03K

Jun 30, 26

0.00%

NewEdge Advisors, LLC

1.99K

Jun 30, 26

+175

0.00%

Bank of New Hampshire

1.97K

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

1.93K

Jun 30, 26

0.00%

Glassman Wealth Services

1.73K

Jun 30, 26

+1.73K

0.00%

Spire Wealth Management

1.51K

Jun 30, 26

+1.51K

0.00%

PRIVATE TRUST CO NA

1.03K

Jun 30, 26

0.00%

Glass Jacobson Investment Advisors llc

990

Jun 30, 26

+990

0.00%

SRS Capital Advisors, Inc.

975

Jun 30, 26

0.00%

Medallion Wealth Advisors, LLC

967

Jun 30, 26

0.00%

ROYAL BANK OF CANADA

927

Jun 30, 26

+927

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

839

Jun 30, 26

0.00%

MCF Advisors LLC

819

Jun 30, 26

-348

0.00%

MeadowBrook Investment Advisors LLC

766

Jun 30, 26

+766

0.00%

Steward Partners Investment Advisory, LLC

747

Jun 30, 26

-1

0.00%

ASSETMARK, INC

723

Jun 30, 26

+696

0.00%

BROWN BROTHERS HARRIMAN & CO

639

Jun 30, 26

0.00%

MANNING & NAPIER ADVISORS LLC

620

Jun 30, 26

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

583

Jun 30, 26

+583

0.00%

YANKCOM Partnership

500

Jun 30, 26

0.00%

Steigerwald, Gordon & Koch Inc.

450

Jun 30, 26

-255

0.00%

REAP Financial Group, LLC

408

Jun 30, 26

0.00%

Regatta Research & Money Management

395

Jun 30, 26

+395

0.00%

EverSource Wealth Advisors, LLC

336

Jun 30, 26

-336

0.00%

Fairway Wealth LLC

310

Jun 30, 26

+310

0.00%

AMERIFLEX GROUP, INC.

303

Jun 30, 26

0.00%

BFSG, LLC

295

Jun 30, 26

0.00%

Oakworth Capital, Inc.

286

Jun 30, 26

+286

0.00%

Cranbrook Wealth Management, LLC

176

Jun 30, 26

+176

0.00%

ROTHSCHILD INVESTMENT LLC

166

Jun 30, 26

0.00%

Allworth Financial LP

160

Jun 30, 26

0.00%

Decker Retirement Planning Inc.

138

Jun 30, 26

+138

0.00%

IFG Advisory, LLC

135

Jun 30, 26

+135

0.00%

CX Institutional

125

Jun 30, 26

-127

0.00%

American Capital Advisory, LLC

122

Jun 30, 26

-251

0.00%

Hurley Capital, LLC

110

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

100

Jun 30, 26

+100

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

-45

0.00%

Lloyd Advisory Services, LLC.

Jun 30, 26

-210

0.00%

Pacific Center for Financial Services

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

+12

0.00%

Networth Advisors, LLC

Jun 30, 26

-58.57K

0.00%

GILPIN WEALTH MANAGEMENT, LLC

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

Jun 30, 26

-30

0.00%

Quest 10 Wealth Builders, Inc.

Jun 30, 26

-5

0.00%

Key Capital Management, INC

Jun 30, 26

+27

0.00%

Cape Investment Advisory, Inc.

Jun 30, 26

+16

0.00%

1620 INVESTMENT ADVISORS, INC.

Jun 30, 26

0.00%

3 FACTOR INDEXING, LLC

Jun 30, 26

-28

Wealth Management Nebraska

Jun 30, 26

-1.09M

Advisory Services Network, LLC

Jun 30, 26

-1.65K

Qube Research & Technologies Ltd

Jun 30, 26

-108

UBS Group AG

Jun 30, 26

-115

KMG FIDUCIARY PARTNERS, LLC

Jun 30, 26

-11.09K

MARSHALL INVESTMENT MANAGEMENT, LLC

Jun 30, 26

-140

Value Investment Professionals, LLC

Jun 30, 26

-12.84K

Independent Advisor Alliance

Jun 30, 26

-15.75K

Root Financial Partners, LLC

Jun 30, 26

-392

Kingdom Financial Group LLC.

Jun 30, 26

-276

Reyes Financial Architecture, Inc.

Jun 30, 26

-968

ARMSTRONG ADVISORY GROUP, INC

Jun 30, 26

-157

FLOW TRADERS U.S. LLC

Jun 30, 26

-3.81K

Golden State Equity Partners

Jun 30, 26

-2.07K

Measured Wealth Private Client Group, LLC

Jun 30, 26

-209

Ronald Blue Trust, Inc.

Jun 30, 26

-426

CWM, LLC

194.32K

Mar 31, 26

+12.69K

0.46%

Evanson Asset Management, LLC

17.66K

Mar 31, 26

+11

0.04%

Skopos Labs, Inc.

7.81K

Mar 31, 26

+1.82K

0.02%

McIlrath & Eck, LLC

222

Mar 31, 26

0.00%

FineMark National Bank & Trust

4.55K

Dec 31, 25

+150

0.01%

O'Brien Wealth Partners LLC

3.58K

Dec 31, 25

+3.58K

0.01%

COMERICA BANK

1.67K

Dec 31, 25

0.00%

CIBC Private Wealth Group, LLC

132

Dec 31, 25

+132

0.00%

Accredited Wealth Management, LLC

7.88K

Sep 30, 25

+6.27K

0.02%

Full Sail Capital, LLC

4.42K

Sep 30, 25

+4.42K

0.01%

Lion Street Advisors, LLC

Sep 30, 25

-9.21K

PrairieView Partners, LLC

468.16K

Jun 30, 25

+77.72K

1.12%

DHK Financial Advisors, Inc.

8.06K

Jun 30, 25

+28

0.02%

Benchmark Wealth Management, LLC

7.69K

Jun 30, 25

+2.11K

0.02%

Iron Horse Wealth Management, LLC

Jun 30, 25

0.00%

Aveo Capital Partners, LLC

164.54K

Mar 31, 25

+34.35K

0.39%

Orion Portfolio Solutions, LLC

5.98K

Mar 31, 25

0.01%

WMS Partners, LLC

23.12K

Dec 31, 24

-539

0.06%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

+81

0.00%

Waypoint Capital Advisors, LLC

185.63K

Sep 30, 24

+597

0.44%

Kingfisher Capital LLC

6.92K

Sep 30, 24

+2.17K

0.02%

RAYMOND JAMES & ASSOCIATES

6.15K

Sep 30, 24

+6.15K

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

Jun 30, 24

+48

0.00%

ML & R WEALTH MANAGEMENT LLC

31.11K

Mar 31, 24

-5.03K

0.07%

Day & Ennis, LLC

16.06K

Dec 31, 23

+16.06K

0.04%

Resource Planning Group

14.61K

Dec 31, 23

+14.61K

0.03%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

120.39K

Sep 30, 23

+6.19K

0.29%

Truadvice, LLC

9.39K

Sep 30, 23

-1.48K

0.02%

Steward Financial Group LLC

4.61K

Sep 30, 23

+4.61K

0.01%

TimeScale Financial, Inc.

Jun 30, 23

+84

0.00%

CPWM, LLC

30.61K

Sep 30, 22

+14.04K

0.07%