Dimensional US Real Estate ETF(DFAR)

$26.15—Stale · unknown old

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Dimensional US Real Estate ETF(DFAR)

NYSE • Last print unknown ago

$26.15—Stale · unknown old

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DFAR(DFAR)

DFAR

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Institutional Ownership

Top 354 Institutional Holders

Holder	Shares	Date	Change	% Held
Colony Group, LLC	3.37M	Jun 30, 26	-208.93K	5.21%
HighTower Advisors, LLC	2.72M	Jun 30, 26	+28.55K	4.22%
Root Financial Partners, LLC	2.33M	Jun 30, 26	+208.53K	3.60%
Vise Technologies, Inc.	2.19M	Jun 30, 26	+495.02K	3.39%
PRUDENTIAL FINANCIAL INC	2.01M	Jun 30, 26	-188.85K	3.12%
Elwood & Goetz Wealth Advisory Group, LLC	1.80M	Jun 30, 26	-734.13K	2.78%
RAM Investment Partners, LLC	1.46M	Jun 30, 26	+29.04K	2.26%
Moisand Fitzgerald Tamayo, LLC	1.46M	Jun 30, 26	+10.89K	2.25%
Savant Capital, LLC	1.19M	Jun 30, 26	+481.44K	1.85%
GREAT OAK CAPITAL PARTNERS, LLC	1.08M	Jun 30, 26	+25.84K	1.68%
Rather & Kittrell, Inc.	1.01M	Jun 30, 26	+4.01K	1.56%
Beacon Pointe Advisors, LLC	936.66K	Jun 30, 26	+8.32K	1.45%
Sequoia Financial Advisors, LLC	757.58K	Jun 30, 26	+50.75K	1.17%
Burton Enright Welch	750.41K	Jun 30, 26	+52.29K	1.16%
Wealth Dimensions Group, Ltd.	717.84K	Jun 30, 26	+13.91K	1.11%
PHILLIPS FINANCIAL MANAGEMENT, LLC	657.05K	Jun 30, 26	-37.90K	1.02%
United Wealth Management, LLC	600.45K	Jun 30, 26	+5.75K	0.93%
Fidato Wealth LLC	543.70K	Jun 30, 26	+11.22K	0.84%
LRI Investments, LLC	518.97K	Jun 30, 26	+56.61K	0.80%
Core Wealth Management, Inc.	504.58K	Jun 30, 26	+19.23K	0.78%
JACKSON THORNTON ASSET MANAGEMENT, LLC	502.10K	Jun 30, 26	+46.30K	0.78%
Pathstone Holdings, LLC	470.40K	Jun 30, 26	-39.44K	0.73%
Concurrent Investment Advisors, LLC	469.89K	Jun 30, 26	+23.03K	0.73%
Buckingham Strategic Partners	451.56K	Jun 30, 26	+22.76K	0.70%
Onyx Financial Advisors, LLC	441.77K	Jun 30, 26	+28.53K	0.68%
PINNEY & SCOFIELD, INC.	439.58K	Jun 30, 26	+8.26K	0.68%
Helen Stephens Group, LLC	438.45K	Jun 30, 26	+48.80K	0.68%
SATOVSKY ASSET MANAGEMENT LLC	435.28K	Jun 30, 26	+7.24K	0.67%
RAYMOND JAMES FINANCIAL INC	420.81K	Jun 30, 26	-37.51K	0.65%
Timonier Family Office, LTD.	414.26K	Jun 30, 26	+414.26K	0.64%
LPL Financial LLC	412.32K	Jun 30, 26	+30.18K	0.64%
Betterment LLC	405.28K	Jun 30, 26	+23.59K	0.63%
Forum Financial Management, LP	395.89K	Jun 30, 26	-5.22K	0.61%
Crestmont Private Wealth LLC	390.81K	Jun 30, 26	+51.66K	0.61%
Apella Capital, LLC	386.05K	Jun 30, 26	-2.14K	0.60%
Pillar Financial Advisors, LLC	362.17K	Jun 30, 26	+9.08K	0.56%
MONETA GROUP INVESTMENT ADVISORS LLC	332.37K	Jun 30, 26	+258.09K	0.51%
Straight Path Wealth Management	329.83K	Jun 30, 26	+7.74K	0.51%
D. E. Shaw & Co., Inc.	323.80K	Jun 30, 26	+306.31K	0.50%
Financial Harvest, LLC	320.42K	Jun 30, 26	+26.15K	0.50%
Atria Investments, Inc	318.11K	Jun 30, 26	+318.11K	0.49%
Dynamic Advisor Solutions LLC	308.34K	Jun 30, 26	-6.25K	0.48%
CURIO WEALTH, LLC	300.26K	Jun 30, 26	+15.46K	0.47%
AWM CAPITAL, LLC	291.45K	Jun 30, 26	+26.22K	0.45%
Vannoy Advisory Group, Inc.	282.60K	Jun 30, 26	+269	0.44%
Integrated Wealth Concepts LLC	259.26K	Jun 30, 26	+109.93K	0.40%
Beaird Harris Wealth Management, LLC	258.39K	Jun 30, 26	-159.13K	0.40%
Pinnacle Financial Group, LLC / IL	257.63K	Jun 30, 26	-414	0.40%
Private Advisor Group, LLC	256.11K	Jun 30, 26	-37.72K	0.40%
Oceanside Advisors LLC	247.18K	Jun 30, 26	+11.98K	0.38%
Chicago Partners Investment Group LLC	239.70K	Jun 30, 26	+21.04K	0.37%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	233.22K	Jun 30, 26	+21.25K	0.36%
Integrity Wealth Solutions LLC	231.80K	Jun 30, 26	+22.57K	0.36%
Gradient Capital Advisors, LLC	219.23K	Jun 30, 26	+5.03K	0.34%
GRAND WEALTH MANAGEMENT, LLC	218.91K	Jun 30, 26	+14.69K	0.34%
Seneschal Advisors, LLC	216.48K	Jun 30, 26	+3.22K	0.34%
Citrine Capital LLC	213.75K	Jun 30, 26	+27.00K	0.33%
Modera Wealth Management, LLC	207.61K	Jun 30, 26	+198.11K	0.32%
LEGACY FINANCIAL GROUP, INC.	201.63K	Jun 30, 26	-1.20K	0.31%
Hurlow Wealth Management Group, Inc.	197.80K	Jun 30, 26	+33.87K	0.31%
DecisionPoint Financial, LLC	194.21K	Jun 30, 26	+83	0.30%
Arcadia Wealth Management, Inc.	193.91K	Jun 30, 26	+9.42K	0.30%
Diversify Advisory Services, LLC	189.46K	Jun 30, 26	+189.46K	0.29%
DIVERSIFY WEALTH MANAGEMENT, LLC	189.46K	Jun 30, 26	-9.53K	0.29%
SUMMIT WEALTH GROUP LLC / CO	187.68K	Jun 30, 26	+4.49K	0.29%
MERCER GLOBAL ADVISORS INC /ADV	184.95K	Jun 30, 26	+1.75K	0.29%
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV	184.84K	Jun 30, 26	+18.91K	0.29%
Cambridge Investment Research Advisors, Inc.	183.45K	Jun 30, 26	+54.96K	0.28%
Rachor Investment Advisory Services, LLC	181.74K	Jun 30, 26	+5.26K	0.28%
Warburton Capital Management, LLC	180.58K	Jun 30, 26	+20.78K	0.28%
Disciplined Investments, LLC	178.66K	Jun 30, 26	+11.02K	0.28%
AE Wealth Management LLC	178.56K	Jun 30, 26	+6.38K	0.28%
BCU Wealth Advisors, LLC	177.40K	Jun 30, 26	+7.36K	0.27%
M Holdings Securities, Inc.	176.42K	Jun 30, 26	-12.97K	0.27%
ENVESTNET ASSET MANAGEMENT INC	174.21K	Jun 30, 26	+4.13K	0.27%
Ruedi Wealth Management, Inc.	172.86K	Jun 30, 26	+3.76K	0.27%
Strathmore Capital Advisors, Inc.	172.70K	Jun 30, 26	+20.28K	0.27%
Strategic Wealth Advisors LLC	165.96K	Jun 30, 26	-15.37K	0.26%
BANNERMAN WEALTH MANAGEMENT GROUP, LLC	164.43K	Jun 30, 26	+6.60K	0.25%
Burk Holdings LLC	163.13K	Jun 30, 26	+648	0.25%
Evanson Financial, LLC	162.03K	Jun 30, 26	+162.03K	0.25%
MARYLAND CAPITAL ADVISORS INC.	158.32K	Jun 30, 26	+158.32K	0.25%
MML INVESTORS SERVICES, LLC	156.59K	Jun 30, 26	+42.24K	0.24%
Creative Planning	154.58K	Jun 30, 26	-5.03K	0.24%
Rockwood Wealth Management, LLC	153.28K	Jun 30, 26	-9.70K	0.24%
Aprio Wealth Management, LLC	141.59K	Jun 30, 26	-3.20K	0.22%
Squire Investment Management Company, LLC	136.92K	Jun 30, 26	+725	0.21%
Glass Jacobson Investment Advisors llc	133.37K	Jun 30, 26	+7.54K	0.21%
Johnson Wealth Management, LLC	129.67K	Jun 30, 26	+3.33K	0.20%
PFG Advisors	127.78K	Jun 30, 26	+639	0.20%
Tillman Hartley LLC	121.68K	Jun 30, 26	+549	0.19%
BUILDER INVESTMENT GROUP INC /ADV	121.28K	Jun 30, 26	+2.32K	0.19%
ADVISOR GROUP HOLDINGS, INC.	120.45K	Jun 30, 26	+25.22K	0.19%
Note Advisors, LLC	114.24K	Jun 30, 26	+18.55K	0.18%
Summit Wealth Group, LLC	113.08K	Jun 30, 26	+2.98K	0.18%
RENAISSANCE TECHNOLOGIES LLC	110.90K	Jun 30, 26	+110.90K	0.17%
Pacific Asset Management, LLC	109.02K	Jun 30, 26	+5.30K	0.17%
NORTHERN TRUST CORP	108.35K	Jun 30, 26	+108.35K	0.17%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	107.61K	Jun 30, 26	+15.10K	0.17%
DWR WEALTH MANAGEMENT, LLC	106.53K	Jun 30, 26	+18.47K	0.17%
Applied Capital LLC	103.83K	Jun 30, 26	+4.17K	0.16%
CarsonAllaria Wealth Management, Ltd.	99.35K	Jun 30, 26	+2.38K	0.15%
Allworth Financial LP	98.75K	Jun 30, 26	-4.17K	0.15%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	97.71K	Jun 30, 26	+4.93K	0.15%
FMB WEALTH MANAGEMENT	96.33K	Jun 30, 26	+2.01K	0.15%
Ferguson Johnson Wealth Management Inc	92.66K	Jun 30, 26	+6.16K	0.14%
COMMONWEALTH EQUITY SERVICES, LLC	92.57K	Jun 30, 26	-1.56K	0.14%
ROYAL BANK OF CANADA	84.52K	Jun 30, 26	+58.94K	0.13%
Trailhead Planners LLC	84.14K	Jun 30, 26	-5.96K	0.13%
SAX WEALTH ADVISORS, LLC	82.58K	Jun 30, 26	+57.57K	0.13%
SageView Advisory Group, LLC	76.86K	Jun 30, 26	-5.21K	0.12%
GREENWOOD CAPITAL ASSOCIATES LLC	73.59K	Jun 30, 26	+31.42K	0.11%
Redwood Park Advisors LLC	71.01K	Jun 30, 26	-441	0.11%
GEN Financial Management, INC.	70.73K	Jun 30, 26	+48.76K	0.11%
RCS Financial Planning, LLC	69.79K	Jun 30, 26	+1.37K	0.11%
First Financial Group Corp	68.78K	Jun 30, 26	+1.99K	0.11%
AssuredPartners Investment Advisors, LLC	68.54K	Jun 30, 26	+14.50K	0.11%
VESTIA PERSONAL WEALTH ADVISORS	68.26K	Jun 30, 26	-6.37K	0.11%
Weinberger Asset Management, Inc	64.75K	Jun 30, 26	+4.45K	0.10%
CGN Advisors LLC	63.09K	Jun 30, 26	+794	0.10%
Infinity Wealth Counsel, LLC	58.15K	Jun 30, 26	+2.83K	0.09%
CLUNE & ASSOCIATES, LTD.	56.58K	Jun 30, 26	-11.89K	0.09%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	56.43K	Jun 30, 26	+930	0.09%
Apollon Wealth Management, LLC	56.30K	Jun 30, 26	-2.90K	0.09%
FORVIS Wealth Advisors, LLC	56.22K	Jun 30, 26	-3.31K	0.09%
JMG Financial Group, Ltd.	56.05K	Jun 30, 26	-13.39K	0.09%
Sprinkle Financial Consultants LLC	55.76K	Jun 30, 26	+1.12K	0.09%
WPWealth LLP	54.71K	Jun 30, 26	-1.94K	0.08%
Farther Finance Advisors, LLC	53.64K	Jun 30, 26	-12.66K	0.08%
Sanctuary Advisors, LLC	53.34K	Jun 30, 26	+883	0.08%
Kestra Advisory Services, LLC	51.88K	Jun 30, 26	-625	0.08%
TFO-TDC, LLC	51.84K	Jun 30, 26	+23	0.08%
Vawter Financial, Ltd.	51.21K	Jun 30, 26	-1.42K	0.08%
Wealthspire Advisors, LLC	50.93K	Jun 30, 26	+10.40K	0.08%
NewEdge Advisors, LLC	50.70K	Jun 30, 26	+11.93K	0.08%
Vantage Point Financial LLC	50.54K	Jun 30, 26	-460	0.08%
Sterling Financial Planning, Inc.	49.88K	Jun 30, 26	-311	0.08%
Arkadios Wealth Advisors	48.92K	Jun 30, 26	+12.45K	0.08%
CI Private Wealth, LLC	48.63K	Jun 30, 26	-1.45K	0.08%
Sowell Financial Services LLC	48.48K	Jun 30, 26	+410	0.08%
Ballast Financial Advisors LLC	47.97K	Jun 30, 26	+954	0.07%
Porter White Investment Advisors, Inc.	47.56K	Jun 30, 26	+1.79K	0.07%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	46.18K	Jun 30, 26	--	0.07%
DiNuzzo Private Wealth, Inc.	46.06K	Jun 30, 26	+78	0.07%
Ariadne Wealth Management, LP	45.97K	Jun 30, 26	-541	0.07%
Arcadia Wealth Management, LLC	43.19K	Jun 30, 26	-8.38K	0.07%
SEI INVESTMENTS CO	42.68K	Jun 30, 26	+5.51K	0.07%
Heritage Wealth Management, Inc. /CA/	42.27K	Jun 30, 26	+2.30K	0.07%
Tower Research Capital LLC (TRC)	41.22K	Jun 30, 26	-158	0.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	39.44K	Jun 30, 26	+1.58K	0.06%
Austin Wealth Management, LLC	38.96K	Jun 30, 26	-361	0.06%
MISSION WEALTH MANAGEMENT, LP	38.56K	Jun 30, 26	+10.30K	0.06%
Guardian Wealth Management, LLC	38.35K	Jun 30, 26	-3.72K	0.06%
Stokes Family Office, LLC	37.96K	Jun 30, 26	-208.54K	0.06%
Forum Private Client Group LLC	37.91K	Jun 30, 26	-3.15K	0.06%
marrick wealth, LLC	37.47K	Jun 30, 26	+20	0.06%
Strategic Investment Solutions, Inc. /IL	35.04K	Jun 30, 26	-48	0.05%
Advisory Alpha, LLC	33.78K	Jun 30, 26	+101	0.05%
STOLZ & ASSOCIATES, PS	33.74K	Jun 30, 26	+1.33K	0.05%
Aegis Wealth Management LLC	31.78K	Jun 30, 26	--	0.05%
Lakeridge Wealth Management LLC	31.08K	Jun 30, 26	-1.71K	0.05%
Approach Retirement Advisors, LLC	30.87K	Jun 30, 26	-949	0.05%
Frankly Finances, LLC	30.59K	Jun 30, 26	+6.10K	0.05%
Atlantic Union Bankshares Corp	28.89K	Jun 30, 26	-1.34K	0.04%
CARDIFF PARK ADVISORS, LLC	28.32K	Jun 30, 26	+6.33K	0.04%
Caprock Group, LLC	27.99K	Jun 30, 26	--	0.04%
Greenspring Advisors, LLC	27.75K	Jun 30, 26	+2.55K	0.04%
Parkwoods Wealth Partners, LLC	27.47K	Jun 30, 26	-78	0.04%
Quantinno Capital Management LP	27.07K	Jun 30, 26	+2.42K	0.04%
ENTREWEALTH, LLC	26.22K	Jun 30, 26	-538	0.04%
MONOGRAPH WEALTH ADVISORS, LLC	25.46K	Jun 30, 26	--	0.04%
SpringVest Wealth Management LLC	25.38K	Jun 30, 26	+223	0.04%
Tortoise Investment Management, LLC	24.05K	Jun 30, 26	+5.50K	0.04%
American Investment Services, Inc.	23.94K	Jun 30, 26	+241	0.04%
TAGStone Capital, Inc.	23.53K	Jun 30, 26	-10.64K	0.04%
DBK Financial Counsel, LLC	23.50K	Jun 30, 26	-4.55K	0.04%
RAFFA WEALTH MANAGEMENT, LLC	22.28K	Jun 30, 26	+21	0.03%
XY Planning Network, Inc.	21.77K	Jun 30, 26	+21.77K	0.03%
Mariner, LLC	21.21K	Jun 30, 26	+10.02K	0.03%
GREAT VALLEY ADVISOR GROUP, INC.	21.17K	Jun 30, 26	+5.13K	0.03%
Austin Asset Management Co Inc	21.00K	Jun 30, 26	--	0.03%
SRS Capital Advisors, Inc.	20.90K	Jun 30, 26	+20.38K	0.03%
Broadhurst Jeffrey B	20.80K	Jun 30, 26	-45.92K	0.03%
Prime Capital Investment Advisors, LLC	19.98K	Jun 30, 26	+2.33K	0.03%
Cerity Partners LLC	19.25K	Jun 30, 26	+20	0.03%
Yoder Wealth Management, Inc.	19.18K	Jun 30, 26	-763	0.03%
Arnold Financial Planning LLC	18.43K	Jun 30, 26	-799	0.03%
Flagstone Financial Management	18.00K	Jun 30, 26	-3.16K	0.03%
Capstone Wealth Management, Inc.	17.70K	Jun 30, 26	+268	0.03%
MELFA WEALTH MANAGEMENT, LLC	17.53K	Jun 30, 26	--	0.03%
CLG LLC	17.14K	Jun 30, 26	--	0.03%
ELEVATE WEALTH ADVISORY, INC	16.87K	Jun 30, 26	-331	0.03%
Legacy Capital Wealth Partners, LLC	16.85K	Jun 30, 26	-966	0.03%
Wealth Management Nebraska	16.82K	Jun 30, 26	+201	0.03%
CHOREO, LLC	16.54K	Jun 30, 26	+87	0.03%
Global Trust Wealth Management LLC	16.36K	Jun 30, 26	-337	0.03%
WorthPointe, LLC	16.30K	Jun 30, 26	--	0.03%
Washington Trust Advisors, Inc.	16.04K	Jun 30, 26	+45	0.02%
Donalies Financial Planning, LLC	15.83K	Jun 30, 26	+3.63K	0.02%
Five Oceans Advisors	15.59K	Jun 30, 26	-3.27K	0.02%
NORTHWEST WEALTH MANAGEMENT, LLC	15.27K	Jun 30, 26	--	0.02%
Diversified Portfolios, Inc.	13.97K	Jun 30, 26	-21.64K	0.02%
HUTCHINSON CAPITAL MANAGEMENT/CA	13.97K	Jun 30, 26	--	0.02%
Dupree Financial Group, LLC	13.73K	Jun 30, 26	+238	0.02%
AQR CAPITAL MANAGEMENT LLC	13.72K	Jun 30, 26	+13.72K	0.02%
Sanchez Levi Garrett	13.70K	Jun 30, 26	+1.35K	0.02%
WEALTHSPAN PARTNERS, LLC	13.20K	Jun 30, 26	+310	0.02%
Cypress Point Wealth Management, LLC	13.10K	Jun 30, 26	--	0.02%
International Private Wealth Advisors LLC	13.05K	Jun 30, 26	+108	0.02%
Fonville Wealth Management LLC	12.76K	Jun 30, 26	-3.73K	0.02%
KEYBANK NATIONAL ASSOCIATION/OH	12.13K	Jun 30, 26	--	0.02%
Allodium Investment Consultants, LLC	12.01K	Jun 30, 26	-175	0.02%
Wealth Advisors Northwest LLC	11.86K	Jun 30, 26	+37	0.02%
Merit Financial Group, LLC	11.78K	Jun 30, 26	-21.38K	0.02%
Opus Financial Solutions LLC	11.65K	Jun 30, 26	+955	0.02%
NorthRock Partners, LLC	11.59K	Jun 30, 26	+11.59K	0.02%
HRT FINANCIAL LP	11.49K	Jun 30, 26	+11.49K	0.02%
MITCHELL MCLEOD PUGH & WILLIAMS INC	11.38K	Jun 30, 26	+867	0.02%
Brookstone Capital Management	11.34K	Jun 30, 26	--	0.02%
EnRich Financial Partners LLC	11.32K	Jun 30, 26	-1.68K	0.02%
Nalls Sherbakoff Group, LLC	11.27K	Jun 30, 26	-1.92K	0.02%
Wealthcare Advisory Partners LLC	11.25K	Jun 30, 26	+1.81K	0.02%
Freedom Day Solutions, LLC	11.11K	Jun 30, 26	+11.11K	0.02%
BAYSHORE ASSET MANAGEMENT, LLC	10.88K	Jun 30, 26	-3.09K	0.02%
Medallion Wealth Advisors, LLC	10.82K	Jun 30, 26	-290	0.02%
Ballast Rock Private Wealth LLC	10.81K	Jun 30, 26	+19	0.02%
D.A. DAVIDSON & CO.	10.81K	Jun 30, 26	-1.00K	0.02%
V2 Financial group LLC	10.50K	Jun 30, 26	+10.50K	0.02%
Noble Wealth Partners LLC	10.49K	Jun 30, 26	+10.49K	0.02%
Physician Wealth Advisors, Inc.	10.48K	Jun 30, 26	-1.82K	0.02%
Dodds Wealth, LLC	10.31K	Jun 30, 26	--	0.02%
Heritage Wealth Management, Inc./Texas	10.22K	Jun 30, 26	+73	0.02%
Arista Wealth Management, LLC	9.99K	Jun 30, 26	--	0.02%
SC&H Financial Advisors, Inc.	9.70K	Jun 30, 26	+33	0.02%
TCI Wealth Advisors, Inc.	9.65K	Jun 30, 26	-7.02K	0.01%
JPMORGAN CHASE & CO	9.44K	Jun 30, 26	-3.10K	0.01%
Virtu Financial LLC	9.26K	Jun 30, 26	-22.18K	0.01%
Chevy Chase Trust Holdings, LLC	8.98K	Jun 30, 26	--	0.01%
Wescott Financial Advisory Group, LLC	8.95K	Jun 30, 26	-1.49K	0.01%
Verisail Partners, LLC	8.95K	Jun 30, 26	--	0.01%
Foster Group, Inc.	8.81K	Jun 30, 26	--	0.01%
JDH Wealth Management, LLC	8.79K	Jun 30, 26	-1.38K	0.01%
Cresset Asset Management, LLC	8.64K	Jun 30, 26	+8.64K	0.01%
Partners in Financial Planning	8.56K	Jun 30, 26	+40	0.01%
TWO SIGMA SECURITIES, LLC	8.48K	Jun 30, 26	-11.27K	0.01%
CLARIS ADVISORS, LLC / MO /	8.14K	Jun 30, 26	-572	0.01%
STIFEL FINANCIAL CORP	7.86K	Jun 30, 26	+7.86K	0.01%
RS CRUM INC.	7.85K	Jun 30, 26	+7.85K	0.01%
Qube Research & Technologies Ltd	7.62K	Jun 30, 26	+7.62K	0.01%
Global Retirement Partners, LLC	7.40K	Jun 30, 26	+7.40K	0.01%
UMB Bank, n.a.	7.15K	Jun 30, 26	--	0.01%
3 FACTOR INDEXING, LLC	6.14K	Jun 30, 26	+1.18K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	6.06K	Jun 30, 26	--	0.01%
Frazier Financial Advisors, LLC	5.91K	Jun 30, 26	--	0.01%
MASECO LLP	5.37K	Jun 30, 26	--	0.01%
Steward Partners Investment Advisory, LLC	5.01K	Jun 30, 26	--	0.01%
Aspect Partners, LLC	4.92K	Jun 30, 26	--	0.01%
Blume Capital Management, Inc.	4.36K	Jun 30, 26	--	0.01%
AdvisorNet Financial, Inc	4.02K	Jun 30, 26	+408	0.01%
Ashton Thomas Private Wealth, LLC	3.02K	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	2.63K	Jun 30, 26	+2.19K	0.00%
Rialto Wealth Management, LLC	1.93K	Jun 30, 26	--	0.00%
Bogart Wealth, LLC	1.70K	Jun 30, 26	--	0.00%
IMA Wealth, Inc.	1.69K	Jun 30, 26	+1.69K	0.00%
IFP Advisors, Inc	1.39K	Jun 30, 26	-8	0.00%
CNB Bank	1.37K	Jun 30, 26	--	0.00%
FIFTH THIRD BANCORP	1.18K	Jun 30, 26	--	0.00%
ZRC WEALTH MANAGEMENT, LLC	1.09K	Jun 30, 26	+6	0.00%
Larson Financial Group LLC	1.04K	Jun 30, 26	--	0.00%
Keating Financial Advisory Services, Inc.	1.00K	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	978	Jun 30, 26	-179	0.00%
SITTNER & NELSON, LLC	877	Jun 30, 26	--	0.00%
MORGAN STANLEY	797	Jun 30, 26	--	0.00%
ASSETMARK, INC	763	Jun 30, 26	+260	0.00%
Arlington Trust Co LLC	728	Jun 30, 26	--	0.00%
Orion Capital Management LLC	719	Jun 30, 26	+1	0.00%
Montgomery Financial Services LLC	634	Jun 30, 26	+634	0.00%
HARBOUR INVESTMENTS, INC.	612	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	583	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	521	Jun 30, 26	+521	0.00%
VSM Wealth Advisory, LLC	451	Jun 30, 26	--	0.00%
Asset Dedication, LLC	433	Jun 30, 26	-151	0.00%
Signature Resources Capital Management, LLC	406	Jun 30, 26	--	0.00%
JDM Financial Group LLC	350	Jun 30, 26	+350	0.00%
Global Trust Asset Management, LLC	300	Jun 30, 26	-2.00K	0.00%
TOUNJIAN ADVISORY PARTNERS, LLC	275	Jun 30, 26	+275	0.00%
Dunhill Financial, LLC	153	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	90	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	90	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	51	Jun 30, 26	+51	0.00%
Integrity Financial Corp /WA	49	Jun 30, 26	--	0.00%
BESSEMER GROUP INC	43	Jun 30, 26	+43	0.00%
Sunrise Financial Services, LLC	30	Jun 30, 26	--	0.00%
Highland Investment Advisors LLC	24	Jun 30, 26	+24	0.00%
Ritter Daniher Financial Advisory LLC / DE	7	Jun 30, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	4	Jun 30, 26	--	0.00%
UBS Group AG	2	Jun 30, 26	+2	0.00%
ST GERMAIN D J CO INC	1	Jun 30, 26	+1	0.00%
CoreCap Advisors, LLC	1	Jun 30, 26	+1	0.00%
Clearstead Advisors, LLC	--	Jun 30, 26	-1.84K	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-10.43K	--
TWO SIGMA INVESTMENTS, LP	--	Jun 30, 26	-1.33M	--
StoneX Group Inc.	--	Jun 30, 26	-16.05K	--
WELLS FARGO & COMPANY/MN	--	Jun 30, 26	-6	--
MAI Capital Management	--	Jun 30, 26	-34	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-8.46K	--
VisionPoint Advisory Group, LLC	--	Jun 30, 26	-14.61K	--
GK Wealth Management LLC	--	Jun 30, 26	-88.06K	--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	--	Jun 30, 26	-124	--
Tradewinds Capital Management, LLC	--	Jun 30, 26	-353	--
Archer Investment Corp	--	Jun 30, 26	-444	--
Walkner Condon Financial Advisors LLC	--	Jun 30, 26	-8.60K	--
Western Wealth Management, LLC	--	Jun 30, 26	-113	--
EXENCIAL WEALTH ADVISORS, LLC	514.72K	Mar 31, 26	+25.09K	0.80%
North Berkeley Wealth Management, LLC	421.22K	Mar 31, 26	+253.82K	0.65%
Evanson Asset Management, LLC	160.50K	Mar 31, 26	+176	0.25%
U.S. Capital Wealth Advisors, LLC	19.56K	Mar 31, 26	+6.50K	0.03%
Cherry Tree Wealth Management, LLC	3.23K	Mar 31, 26	--	0.01%
Anfield Capital Management, LLC	278	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	215	Mar 31, 26	-4.00K	0.00%
Brown Financial Advisory	--	Mar 31, 26	-119.83K	--
SOL Capital Management CO	--	Mar 31, 26	-17.54K	--
COMERICA BANK	1.18K	Dec 31, 25	--	0.00%
Hemington Wealth Management	465.05K	Sep 30, 25	+16.89K	0.72%
Willow Creek Wealth Management Inc.	391.04K	Sep 30, 25	+4.93K	0.61%
ASSET PLANNING CORPORATION	223.43K	Sep 30, 25	+6.51K	0.35%
PBMares Wealth Management LLC	215.27K	Sep 30, 25	+20.07K	0.33%
Fortress Wealth Management, Inc.	55.93K	Sep 30, 25	+55.93K	0.09%
Kathleen S. Wright Associates Inc.	4.35K	Sep 30, 25	+2.02K	0.01%
Elios Financial Group Inc.	192.49K	Jun 30, 25	-4.45K	0.30%
Jentner Corp	15.56K	Jun 30, 25	-2.51K	0.02%
Capital A Wealth Management, LLC	--	Jun 30, 25	-7	--
Vista Wealth Management Group, LLC	3.13M	Mar 31, 25	+109.66K	4.85%
Sandy Spring Bank	21.90K	Mar 31, 25	+9.71K	0.03%
Carlson Capital Management	79.06K	Dec 31, 24	-26.08K	0.12%
Riggs Capital Management LLC	48.05K	Dec 31, 24	+48.05K	0.07%
Raymond James Financial Services Advisors, Inc.	247.90K	Sep 30, 24	+83.56K	0.38%
RAYMOND JAMES & ASSOCIATES	22.36K	Sep 30, 24	+22.36K	0.03%
Annapolis Financial Services, LLC	14.84K	Sep 30, 24	-66	0.02%
Bridge Advisory, LLC	14.84K	Sep 30, 24	+123	0.02%
BUCKINGHAM STRATEGIC WEALTH, LLC	219.25K	Jun 30, 24	+26.71K	0.34%
FirstPurpose Wealth LLC	289.84K	Mar 31, 24	+20.91K	0.45%
ML & R WEALTH MANAGEMENT LLC	51.40K	Mar 31, 24	+296	0.08%
Bridgeworth, LLC	1.33M	Dec 31, 23	+27.04K	2.06%
RESOURCE CONSULTING GROUP INC	192.64K	Dec 31, 23	+43.97K	0.30%
Resource Planning Group	88.10K	Dec 31, 23	+88.10K	0.14%
Simplicity Solutions, LLC	11.53K	Dec 31, 23	+11.53K	0.02%
Steward Financial Group LLC	194.72K	Sep 30, 23	+42.73K	0.30%
PATHSTONE FAMILY OFFICE, LLC	111.95K	Sep 30, 23	-4.20K	0.17%
ADVISOR PARTNERS II, LLC	54.92K	Sep 30, 23	-4.25K	0.09%
Relaxing Retirement Coach	469.44K	Jun 30, 23	+87.88K	0.73%
Brainard Capital Management LLC	23.59K	Mar 31, 23	+10.40K	0.04%
Laurel Wealth Advisors, Inc.	26.56K	Dec 31, 22	+26.56K	0.04%
Align Wealth Management, LLC	14.05K	Dec 31, 22	+14.05K	0.02%

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Holder

Date

Change

% Held

Colony Group, LLC

3.37M

Jun 30, 26

-208.93K

5.21%

HighTower Advisors, LLC

2.72M

Jun 30, 26

+28.55K

4.22%

Root Financial Partners, LLC

2.33M

Jun 30, 26

+208.53K

3.60%

Vise Technologies, Inc.

2.19M

Jun 30, 26

+495.02K

3.39%

PRUDENTIAL FINANCIAL INC

2.01M

Jun 30, 26

-188.85K

3.12%

Elwood & Goetz Wealth Advisory Group, LLC

1.80M

Jun 30, 26

-734.13K

2.78%

RAM Investment Partners, LLC

1.46M

Jun 30, 26

+29.04K

2.26%

Moisand Fitzgerald Tamayo, LLC

1.46M

Jun 30, 26

+10.89K

2.25%

Savant Capital, LLC

1.19M

Jun 30, 26

+481.44K

1.85%

GREAT OAK CAPITAL PARTNERS, LLC

1.08M

Jun 30, 26

+25.84K

1.68%

Rather & Kittrell, Inc.

1.01M

Jun 30, 26

+4.01K

1.56%

Beacon Pointe Advisors, LLC

936.66K

Jun 30, 26

+8.32K

1.45%

Sequoia Financial Advisors, LLC

757.58K

Jun 30, 26

+50.75K

1.17%

Burton Enright Welch

750.41K

Jun 30, 26

+52.29K

1.16%

Wealth Dimensions Group, Ltd.

717.84K

Jun 30, 26

+13.91K

1.11%

PHILLIPS FINANCIAL MANAGEMENT, LLC

657.05K

Jun 30, 26

-37.90K

1.02%

United Wealth Management, LLC

600.45K

Jun 30, 26

+5.75K

0.93%

Fidato Wealth LLC

543.70K

Jun 30, 26

+11.22K

0.84%

LRI Investments, LLC

518.97K

Jun 30, 26

+56.61K

0.80%

Core Wealth Management, Inc.

504.58K

Jun 30, 26

+19.23K

0.78%

JACKSON THORNTON ASSET MANAGEMENT, LLC

502.10K

Jun 30, 26

+46.30K

0.78%

Pathstone Holdings, LLC

470.40K

Jun 30, 26

-39.44K

0.73%

Concurrent Investment Advisors, LLC

469.89K

Jun 30, 26

+23.03K

0.73%

Buckingham Strategic Partners

451.56K

Jun 30, 26

+22.76K

0.70%

Onyx Financial Advisors, LLC

441.77K

Jun 30, 26

+28.53K

0.68%

PINNEY & SCOFIELD, INC.

439.58K

Jun 30, 26

+8.26K

0.68%

Helen Stephens Group, LLC

438.45K

Jun 30, 26

+48.80K

0.68%

SATOVSKY ASSET MANAGEMENT LLC

435.28K

Jun 30, 26

+7.24K

0.67%

RAYMOND JAMES FINANCIAL INC

420.81K

Jun 30, 26

-37.51K

0.65%

Timonier Family Office, LTD.

414.26K

Jun 30, 26

+414.26K

0.64%

LPL Financial LLC

412.32K

Jun 30, 26

+30.18K

0.64%

Betterment LLC

405.28K

Jun 30, 26

+23.59K

0.63%

Forum Financial Management, LP

395.89K

Jun 30, 26

-5.22K

0.61%

Crestmont Private Wealth LLC

390.81K

Jun 30, 26

+51.66K

0.61%

Apella Capital, LLC

386.05K

Jun 30, 26

-2.14K

0.60%

Pillar Financial Advisors, LLC

362.17K

Jun 30, 26

+9.08K

0.56%

MONETA GROUP INVESTMENT ADVISORS LLC

332.37K

Jun 30, 26

+258.09K

0.51%

Straight Path Wealth Management

329.83K

Jun 30, 26

+7.74K

0.51%

D. E. Shaw & Co., Inc.

323.80K

Jun 30, 26

+306.31K

0.50%

Financial Harvest, LLC

320.42K

Jun 30, 26

+26.15K

0.50%

Atria Investments, Inc

318.11K

Jun 30, 26

+318.11K

0.49%

Dynamic Advisor Solutions LLC

308.34K

Jun 30, 26

-6.25K

0.48%

CURIO WEALTH, LLC

300.26K

Jun 30, 26

+15.46K

0.47%

AWM CAPITAL, LLC

291.45K

Jun 30, 26

+26.22K

0.45%

Vannoy Advisory Group, Inc.

282.60K

Jun 30, 26

+269

0.44%

Integrated Wealth Concepts LLC

259.26K

Jun 30, 26

+109.93K

0.40%

Beaird Harris Wealth Management, LLC

258.39K

Jun 30, 26

-159.13K

0.40%

Pinnacle Financial Group, LLC / IL

257.63K

Jun 30, 26

-414

0.40%

Private Advisor Group, LLC

256.11K

Jun 30, 26

-37.72K

0.40%

Oceanside Advisors LLC

247.18K

Jun 30, 26

+11.98K

0.38%

Chicago Partners Investment Group LLC

239.70K

Jun 30, 26

+21.04K

0.37%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

233.22K

Jun 30, 26

+21.25K

0.36%

Integrity Wealth Solutions LLC

231.80K

Jun 30, 26

+22.57K

0.36%

Gradient Capital Advisors, LLC

219.23K

Jun 30, 26

+5.03K

0.34%

GRAND WEALTH MANAGEMENT, LLC

218.91K

Jun 30, 26

+14.69K

0.34%

Seneschal Advisors, LLC

216.48K

Jun 30, 26

+3.22K

0.34%

Citrine Capital LLC

213.75K

Jun 30, 26

+27.00K

0.33%

Modera Wealth Management, LLC

207.61K

Jun 30, 26

+198.11K

0.32%

LEGACY FINANCIAL GROUP, INC.

201.63K

Jun 30, 26

-1.20K

0.31%

Hurlow Wealth Management Group, Inc.

197.80K

Jun 30, 26

+33.87K

0.31%

DecisionPoint Financial, LLC

194.21K

Jun 30, 26

+83

0.30%

Arcadia Wealth Management, Inc.

193.91K

Jun 30, 26

+9.42K

0.30%

Diversify Advisory Services, LLC

189.46K

Jun 30, 26

+189.46K

0.29%

DIVERSIFY WEALTH MANAGEMENT, LLC

189.46K

Jun 30, 26

-9.53K

0.29%

SUMMIT WEALTH GROUP LLC / CO

187.68K

Jun 30, 26

+4.49K

0.29%

MERCER GLOBAL ADVISORS INC /ADV

184.95K

Jun 30, 26

+1.75K

0.29%

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV

184.84K

Jun 30, 26

+18.91K

0.29%

Cambridge Investment Research Advisors, Inc.

183.45K

Jun 30, 26

+54.96K

0.28%

Rachor Investment Advisory Services, LLC

181.74K

Jun 30, 26

+5.26K

0.28%

Warburton Capital Management, LLC

180.58K

Jun 30, 26

+20.78K

0.28%

Disciplined Investments, LLC

178.66K

Jun 30, 26

+11.02K

0.28%

AE Wealth Management LLC

178.56K

Jun 30, 26

+6.38K

0.28%

BCU Wealth Advisors, LLC

177.40K

Jun 30, 26

+7.36K

0.27%

M Holdings Securities, Inc.

176.42K

Jun 30, 26

-12.97K

0.27%

ENVESTNET ASSET MANAGEMENT INC

174.21K

Jun 30, 26

+4.13K

0.27%

Ruedi Wealth Management, Inc.

172.86K

Jun 30, 26

+3.76K

0.27%

Strathmore Capital Advisors, Inc.

172.70K

Jun 30, 26

+20.28K

0.27%

Strategic Wealth Advisors LLC

165.96K

Jun 30, 26

-15.37K

0.26%

BANNERMAN WEALTH MANAGEMENT GROUP, LLC

164.43K

Jun 30, 26

+6.60K

0.25%

Burk Holdings LLC

163.13K

Jun 30, 26

+648

0.25%

Evanson Financial, LLC

162.03K

Jun 30, 26

+162.03K

0.25%

MARYLAND CAPITAL ADVISORS INC.

158.32K

Jun 30, 26

+158.32K

0.25%

MML INVESTORS SERVICES, LLC

156.59K

Jun 30, 26

+42.24K

0.24%

Creative Planning

154.58K

Jun 30, 26

-5.03K

0.24%

Rockwood Wealth Management, LLC

153.28K

Jun 30, 26

-9.70K

0.24%

Aprio Wealth Management, LLC

141.59K

Jun 30, 26

-3.20K

0.22%

Squire Investment Management Company, LLC

136.92K

Jun 30, 26

+725

0.21%

Glass Jacobson Investment Advisors llc

133.37K

Jun 30, 26

+7.54K

0.21%

Johnson Wealth Management, LLC

129.67K

Jun 30, 26

+3.33K

0.20%

PFG Advisors

127.78K

Jun 30, 26

+639

0.20%

Tillman Hartley LLC

121.68K

Jun 30, 26

+549

0.19%

BUILDER INVESTMENT GROUP INC /ADV

121.28K

Jun 30, 26

+2.32K

0.19%

ADVISOR GROUP HOLDINGS, INC.

120.45K

Jun 30, 26

+25.22K

0.19%

Note Advisors, LLC

114.24K

Jun 30, 26

+18.55K

0.18%

Summit Wealth Group, LLC

113.08K

Jun 30, 26

+2.98K

0.18%

RENAISSANCE TECHNOLOGIES LLC

110.90K

Jun 30, 26

+110.90K

0.17%

Pacific Asset Management, LLC

109.02K

Jun 30, 26

+5.30K

0.17%

NORTHERN TRUST CORP

108.35K

Jun 30, 26

+108.35K

0.17%

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

107.61K

Jun 30, 26

+15.10K

0.17%

DWR WEALTH MANAGEMENT, LLC

106.53K

Jun 30, 26

+18.47K

0.17%

Applied Capital LLC

103.83K

Jun 30, 26

+4.17K

0.16%

CarsonAllaria Wealth Management, Ltd.

99.35K

Jun 30, 26

+2.38K

0.15%

Allworth Financial LP

98.75K

Jun 30, 26

-4.17K

0.15%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

97.71K

Jun 30, 26

+4.93K

0.15%

FMB WEALTH MANAGEMENT

96.33K

Jun 30, 26

+2.01K

0.15%

Ferguson Johnson Wealth Management Inc

92.66K

Jun 30, 26

+6.16K

0.14%

COMMONWEALTH EQUITY SERVICES, LLC

92.57K

Jun 30, 26

-1.56K

0.14%

ROYAL BANK OF CANADA

84.52K

Jun 30, 26

+58.94K

0.13%

Trailhead Planners LLC

84.14K

Jun 30, 26

-5.96K

0.13%

SAX WEALTH ADVISORS, LLC

82.58K

Jun 30, 26

+57.57K

0.13%

SageView Advisory Group, LLC

76.86K

Jun 30, 26

-5.21K

0.12%

GREENWOOD CAPITAL ASSOCIATES LLC

73.59K

Jun 30, 26

+31.42K

0.11%

Redwood Park Advisors LLC

71.01K

Jun 30, 26

-441

0.11%

GEN Financial Management, INC.

70.73K

Jun 30, 26

+48.76K

0.11%

RCS Financial Planning, LLC

69.79K

Jun 30, 26

+1.37K

0.11%

First Financial Group Corp

68.78K

Jun 30, 26

+1.99K

0.11%

AssuredPartners Investment Advisors, LLC

68.54K

Jun 30, 26

+14.50K

0.11%

VESTIA PERSONAL WEALTH ADVISORS

68.26K

Jun 30, 26

-6.37K

0.11%

Weinberger Asset Management, Inc

64.75K

Jun 30, 26

+4.45K

0.10%

CGN Advisors LLC

63.09K

Jun 30, 26

+794

0.10%

Infinity Wealth Counsel, LLC

58.15K

Jun 30, 26

+2.83K

0.09%

CLUNE & ASSOCIATES, LTD.

56.58K

Jun 30, 26

-11.89K

0.09%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

56.43K

Jun 30, 26

+930

0.09%

Apollon Wealth Management, LLC

56.30K

Jun 30, 26

-2.90K

0.09%

FORVIS Wealth Advisors, LLC

56.22K

Jun 30, 26

-3.31K

0.09%

JMG Financial Group, Ltd.

56.05K

Jun 30, 26

-13.39K

0.09%

Sprinkle Financial Consultants LLC

55.76K

Jun 30, 26

+1.12K

0.09%

WPWealth LLP

54.71K

Jun 30, 26

-1.94K

0.08%

Farther Finance Advisors, LLC

53.64K

Jun 30, 26

-12.66K

0.08%

Sanctuary Advisors, LLC

53.34K

Jun 30, 26

+883

0.08%

Kestra Advisory Services, LLC

51.88K

Jun 30, 26

-625

0.08%

TFO-TDC, LLC

51.84K

Jun 30, 26

+23

0.08%

Vawter Financial, Ltd.

51.21K

Jun 30, 26

-1.42K

0.08%

Wealthspire Advisors, LLC

50.93K

Jun 30, 26

+10.40K

0.08%

NewEdge Advisors, LLC

50.70K

Jun 30, 26

+11.93K

0.08%

Vantage Point Financial LLC

50.54K

Jun 30, 26

-460

0.08%

Sterling Financial Planning, Inc.

49.88K

Jun 30, 26

-311

0.08%

Arkadios Wealth Advisors

48.92K

Jun 30, 26

+12.45K

0.08%

CI Private Wealth, LLC

48.63K

Jun 30, 26

-1.45K

0.08%

Sowell Financial Services LLC

48.48K

Jun 30, 26

+410

0.08%

Ballast Financial Advisors LLC

47.97K

Jun 30, 26

+954

0.07%

Porter White Investment Advisors, Inc.

47.56K

Jun 30, 26

+1.79K

0.07%

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

46.18K

Jun 30, 26

0.07%

DiNuzzo Private Wealth, Inc.

46.06K

Jun 30, 26

+78

0.07%

Ariadne Wealth Management, LP

45.97K

Jun 30, 26

-541

0.07%

Arcadia Wealth Management, LLC

43.19K

Jun 30, 26

-8.38K

0.07%

SEI INVESTMENTS CO

42.68K

Jun 30, 26

+5.51K

0.07%

Heritage Wealth Management, Inc. /CA/

42.27K

Jun 30, 26

+2.30K

0.07%

Tower Research Capital LLC (TRC)

41.22K

Jun 30, 26

-158

0.06%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

39.44K

Jun 30, 26

+1.58K

0.06%

Austin Wealth Management, LLC

38.96K

Jun 30, 26

-361

0.06%

MISSION WEALTH MANAGEMENT, LP

38.56K

Jun 30, 26

+10.30K

0.06%

Guardian Wealth Management, LLC

38.35K

Jun 30, 26

-3.72K

0.06%

Stokes Family Office, LLC

37.96K

Jun 30, 26

-208.54K

0.06%

Forum Private Client Group LLC

37.91K

Jun 30, 26

-3.15K

0.06%

marrick wealth, LLC

37.47K

Jun 30, 26

+20

0.06%

Strategic Investment Solutions, Inc. /IL

35.04K

Jun 30, 26

-48

0.05%

Advisory Alpha, LLC

33.78K

Jun 30, 26

+101

0.05%

STOLZ & ASSOCIATES, PS

33.74K

Jun 30, 26

+1.33K

0.05%

Aegis Wealth Management LLC

31.78K

Jun 30, 26

0.05%

Lakeridge Wealth Management LLC

31.08K

Jun 30, 26

-1.71K

0.05%

Approach Retirement Advisors, LLC

30.87K

Jun 30, 26

-949

0.05%

Frankly Finances, LLC

30.59K

Jun 30, 26

+6.10K

0.05%

Atlantic Union Bankshares Corp

28.89K

Jun 30, 26

-1.34K

0.04%

CARDIFF PARK ADVISORS, LLC

28.32K

Jun 30, 26

+6.33K

0.04%

Caprock Group, LLC

27.99K

Jun 30, 26

0.04%

Greenspring Advisors, LLC

27.75K

Jun 30, 26

+2.55K

0.04%

Parkwoods Wealth Partners, LLC

27.47K

Jun 30, 26

-78

0.04%

Quantinno Capital Management LP

27.07K

Jun 30, 26

+2.42K

0.04%

ENTREWEALTH, LLC

26.22K

Jun 30, 26

-538

0.04%

MONOGRAPH WEALTH ADVISORS, LLC

25.46K

Jun 30, 26

0.04%

SpringVest Wealth Management LLC

25.38K

Jun 30, 26

+223

0.04%

Tortoise Investment Management, LLC

24.05K

Jun 30, 26

+5.50K

0.04%

American Investment Services, Inc.

23.94K

Jun 30, 26

+241

0.04%

TAGStone Capital, Inc.

23.53K

Jun 30, 26

-10.64K

0.04%

DBK Financial Counsel, LLC

23.50K

Jun 30, 26

-4.55K

0.04%

RAFFA WEALTH MANAGEMENT, LLC

22.28K

Jun 30, 26

+21

0.03%

XY Planning Network, Inc.

21.77K

Jun 30, 26

+21.77K

0.03%

Mariner, LLC

21.21K

Jun 30, 26

+10.02K

0.03%

GREAT VALLEY ADVISOR GROUP, INC.

21.17K

Jun 30, 26

+5.13K

0.03%

Austin Asset Management Co Inc

21.00K

Jun 30, 26

0.03%

SRS Capital Advisors, Inc.

20.90K

Jun 30, 26

+20.38K

0.03%

Broadhurst Jeffrey B

20.80K

Jun 30, 26

-45.92K

0.03%

Prime Capital Investment Advisors, LLC

19.98K

Jun 30, 26

+2.33K

0.03%

Cerity Partners LLC

19.25K

Jun 30, 26

+20

0.03%

Yoder Wealth Management, Inc.

19.18K

Jun 30, 26

-763

0.03%

Arnold Financial Planning LLC

18.43K

Jun 30, 26

-799

0.03%

Flagstone Financial Management

18.00K

Jun 30, 26

-3.16K

0.03%

Capstone Wealth Management, Inc.

17.70K

Jun 30, 26

+268

0.03%

MELFA WEALTH MANAGEMENT, LLC

17.53K

Jun 30, 26

0.03%

CLG LLC

17.14K

Jun 30, 26

0.03%

ELEVATE WEALTH ADVISORY, INC

16.87K

Jun 30, 26

-331

0.03%

Legacy Capital Wealth Partners, LLC

16.85K

Jun 30, 26

-966

0.03%

Wealth Management Nebraska

16.82K

Jun 30, 26

+201

0.03%

CHOREO, LLC

16.54K

Jun 30, 26

+87

0.03%

Global Trust Wealth Management LLC

16.36K

Jun 30, 26

-337

0.03%

WorthPointe, LLC

16.30K

Jun 30, 26

0.03%

Washington Trust Advisors, Inc.

16.04K

Jun 30, 26

+45

0.02%

Donalies Financial Planning, LLC

15.83K

Jun 30, 26

+3.63K

0.02%

Five Oceans Advisors

15.59K

Jun 30, 26

-3.27K

0.02%

NORTHWEST WEALTH MANAGEMENT, LLC

15.27K

Jun 30, 26

0.02%

Diversified Portfolios, Inc.

13.97K

Jun 30, 26

-21.64K

0.02%

HUTCHINSON CAPITAL MANAGEMENT/CA

13.97K

Jun 30, 26

0.02%

Dupree Financial Group, LLC

13.73K

Jun 30, 26

+238

0.02%

AQR CAPITAL MANAGEMENT LLC

13.72K

Jun 30, 26

+13.72K

0.02%

Sanchez Levi Garrett

13.70K

Jun 30, 26

+1.35K

0.02%

WEALTHSPAN PARTNERS, LLC

13.20K

Jun 30, 26

+310

0.02%

Cypress Point Wealth Management, LLC

13.10K

Jun 30, 26

0.02%

International Private Wealth Advisors LLC

13.05K

Jun 30, 26

+108

0.02%

Fonville Wealth Management LLC

12.76K

Jun 30, 26

-3.73K

0.02%

KEYBANK NATIONAL ASSOCIATION/OH

12.13K

Jun 30, 26

0.02%

Allodium Investment Consultants, LLC

12.01K

Jun 30, 26

-175

0.02%

Wealth Advisors Northwest LLC

11.86K

Jun 30, 26

+37

0.02%

Merit Financial Group, LLC

11.78K

Jun 30, 26

-21.38K

0.02%

Opus Financial Solutions LLC

11.65K

Jun 30, 26

+955

0.02%

NorthRock Partners, LLC

11.59K

Jun 30, 26

+11.59K

0.02%

HRT FINANCIAL LP

11.49K

Jun 30, 26

+11.49K

0.02%

MITCHELL MCLEOD PUGH & WILLIAMS INC

11.38K

Jun 30, 26

+867

0.02%

Brookstone Capital Management

11.34K

Jun 30, 26

0.02%

EnRich Financial Partners LLC

11.32K

Jun 30, 26

-1.68K

0.02%

Nalls Sherbakoff Group, LLC

11.27K

Jun 30, 26

-1.92K

0.02%

Wealthcare Advisory Partners LLC

11.25K

Jun 30, 26

+1.81K

0.02%

Freedom Day Solutions, LLC

11.11K

Jun 30, 26

+11.11K

0.02%

BAYSHORE ASSET MANAGEMENT, LLC

10.88K

Jun 30, 26

-3.09K

0.02%

Medallion Wealth Advisors, LLC

10.82K

Jun 30, 26

-290

0.02%

Ballast Rock Private Wealth LLC

10.81K

Jun 30, 26

+19

0.02%

D.A. DAVIDSON & CO.

10.81K

Jun 30, 26

-1.00K

0.02%

V2 Financial group LLC

10.50K

Jun 30, 26

+10.50K

0.02%

Noble Wealth Partners LLC

10.49K

Jun 30, 26

+10.49K

0.02%

Physician Wealth Advisors, Inc.

10.48K

Jun 30, 26

-1.82K

0.02%

Dodds Wealth, LLC

10.31K

Jun 30, 26

0.02%

Heritage Wealth Management, Inc./Texas

10.22K

Jun 30, 26

+73

0.02%

Arista Wealth Management, LLC

9.99K

Jun 30, 26

0.02%

SC&H Financial Advisors, Inc.

9.70K

Jun 30, 26

+33

0.02%

TCI Wealth Advisors, Inc.

9.65K

Jun 30, 26

-7.02K

0.01%

JPMORGAN CHASE & CO

9.44K

Jun 30, 26

-3.10K

0.01%

Virtu Financial LLC

9.26K

Jun 30, 26

-22.18K

0.01%

Chevy Chase Trust Holdings, LLC

8.98K

Jun 30, 26

0.01%

Wescott Financial Advisory Group, LLC

8.95K

Jun 30, 26

-1.49K

0.01%

Verisail Partners, LLC

8.95K

Jun 30, 26

0.01%

Foster Group, Inc.

8.81K

Jun 30, 26

0.01%

JDH Wealth Management, LLC

8.79K

Jun 30, 26

-1.38K

0.01%

Cresset Asset Management, LLC

8.64K

Jun 30, 26

+8.64K

0.01%

Partners in Financial Planning

8.56K

Jun 30, 26

+40

0.01%

TWO SIGMA SECURITIES, LLC

8.48K

Jun 30, 26

-11.27K

0.01%

CLARIS ADVISORS, LLC / MO /

8.14K

Jun 30, 26

-572

0.01%

STIFEL FINANCIAL CORP

7.86K

Jun 30, 26

+7.86K

0.01%

RS CRUM INC.

7.85K

Jun 30, 26

+7.85K

0.01%

Qube Research & Technologies Ltd

7.62K

Jun 30, 26

+7.62K

0.01%

Global Retirement Partners, LLC

7.40K

Jun 30, 26

+7.40K

0.01%

UMB Bank, n.a.

7.15K

Jun 30, 26

0.01%

3 FACTOR INDEXING, LLC

6.14K

Jun 30, 26

+1.18K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

6.06K

Jun 30, 26

0.01%

Frazier Financial Advisors, LLC

5.91K

Jun 30, 26

0.01%

MASECO LLP

5.37K

Jun 30, 26

0.01%

Steward Partners Investment Advisory, LLC

5.01K

Jun 30, 26

0.01%

Aspect Partners, LLC

4.92K

Jun 30, 26

0.01%

Blume Capital Management, Inc.

4.36K

Jun 30, 26

0.01%

AdvisorNet Financial, Inc

4.02K

Jun 30, 26

+408

0.01%

Ashton Thomas Private Wealth, LLC

3.02K

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

2.63K

Jun 30, 26

+2.19K

0.00%

Rialto Wealth Management, LLC

1.93K

Jun 30, 26

0.00%

Bogart Wealth, LLC

1.70K

Jun 30, 26

0.00%

IMA Wealth, Inc.

1.69K

Jun 30, 26

+1.69K

0.00%

IFP Advisors, Inc

1.39K

Jun 30, 26

-8

0.00%

CNB Bank

1.37K

Jun 30, 26

0.00%

FIFTH THIRD BANCORP

1.18K

Jun 30, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

1.09K

Jun 30, 26

0.00%

Larson Financial Group LLC

1.04K

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

1.00K

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

978

Jun 30, 26

-179

0.00%

SITTNER & NELSON, LLC

877

Jun 30, 26

0.00%

MORGAN STANLEY

797

Jun 30, 26

0.00%

ASSETMARK, INC

763

Jun 30, 26

+260

0.00%

Arlington Trust Co LLC

728

Jun 30, 26

0.00%

Orion Capital Management LLC

719

Jun 30, 26

0.00%

Montgomery Financial Services LLC

634

Jun 30, 26

+634

0.00%

HARBOUR INVESTMENTS, INC.

612

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

583

Jun 30, 26

0.00%

MATHER GROUP, LLC.

521

Jun 30, 26

+521

0.00%

VSM Wealth Advisory, LLC

451

Jun 30, 26

0.00%

Asset Dedication, LLC

433

Jun 30, 26

-151

0.00%

Signature Resources Capital Management, LLC

406

Jun 30, 26

0.00%

JDM Financial Group LLC

350

Jun 30, 26

+350

0.00%

Global Trust Asset Management, LLC

300

Jun 30, 26

-2.00K

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

275

Jun 30, 26

+275

0.00%

Dunhill Financial, LLC

153

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

+51

0.00%

Integrity Financial Corp /WA

Jun 30, 26

0.00%

BESSEMER GROUP INC

Jun 30, 26

+43

0.00%

Sunrise Financial Services, LLC

Jun 30, 26

0.00%

Highland Investment Advisors LLC

Jun 30, 26

+24

0.00%

Ritter Daniher Financial Advisory LLC / DE

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

Jun 30, 26

0.00%

UBS Group AG

Jun 30, 26

0.00%

ST GERMAIN D J CO INC

Jun 30, 26

0.00%

CoreCap Advisors, LLC

Jun 30, 26

0.00%

Clearstead Advisors, LLC

Jun 30, 26

-1.84K

Ronald Blue Trust, Inc.

Jun 30, 26

-10.43K

TWO SIGMA INVESTMENTS, LP

Jun 30, 26

-1.33M

StoneX Group Inc.

Jun 30, 26

-16.05K

WELLS FARGO & COMPANY/MN

Jun 30, 26

-6

MAI Capital Management

Jun 30, 26

-34

JANE STREET GROUP, LLC

Jun 30, 26

-8.46K

VisionPoint Advisory Group, LLC

Jun 30, 26

-14.61K

GK Wealth Management LLC

Jun 30, 26

-88.06K

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-124

Tradewinds Capital Management, LLC

Jun 30, 26

-353

Archer Investment Corp

Jun 30, 26

-444

Walkner Condon Financial Advisors LLC

Jun 30, 26

-8.60K

Western Wealth Management, LLC

Jun 30, 26

-113

EXENCIAL WEALTH ADVISORS, LLC

514.72K

Mar 31, 26

+25.09K

0.80%

North Berkeley Wealth Management, LLC

421.22K

Mar 31, 26

+253.82K

0.65%

Evanson Asset Management, LLC

160.50K

Mar 31, 26

+176

0.25%

U.S. Capital Wealth Advisors, LLC

19.56K

Mar 31, 26

+6.50K

0.03%

Cherry Tree Wealth Management, LLC

3.23K

Mar 31, 26

0.01%

Anfield Capital Management, LLC

278

Mar 31, 26

0.00%

McIlrath & Eck, LLC

215

Mar 31, 26

-4.00K

0.00%

Brown Financial Advisory

Mar 31, 26

-119.83K

SOL Capital Management CO

Mar 31, 26

-17.54K

COMERICA BANK

1.18K

Dec 31, 25

0.00%

Hemington Wealth Management

465.05K

Sep 30, 25

+16.89K

0.72%

Willow Creek Wealth Management Inc.

391.04K

Sep 30, 25

+4.93K

0.61%

ASSET PLANNING CORPORATION

223.43K

Sep 30, 25

+6.51K

0.35%

PBMares Wealth Management LLC

215.27K

Sep 30, 25

+20.07K

0.33%

Fortress Wealth Management, Inc.

55.93K

Sep 30, 25

+55.93K

0.09%

Kathleen S. Wright Associates Inc.

4.35K

Sep 30, 25

+2.02K

0.01%

Elios Financial Group Inc.

192.49K

Jun 30, 25

-4.45K

0.30%

Jentner Corp

15.56K

Jun 30, 25

-2.51K

0.02%

Capital A Wealth Management, LLC

Jun 30, 25

-7

Vista Wealth Management Group, LLC

3.13M

Mar 31, 25

+109.66K

4.85%

Sandy Spring Bank

21.90K

Mar 31, 25

+9.71K

0.03%

Carlson Capital Management

79.06K

Dec 31, 24

-26.08K

0.12%

Riggs Capital Management LLC

48.05K

Dec 31, 24

+48.05K

0.07%

Raymond James Financial Services Advisors, Inc.

247.90K

Sep 30, 24

+83.56K

0.38%

RAYMOND JAMES & ASSOCIATES

22.36K

Sep 30, 24

+22.36K

0.03%

Annapolis Financial Services, LLC

14.84K

Sep 30, 24

-66

0.02%

Bridge Advisory, LLC

14.84K

Sep 30, 24

+123

0.02%

BUCKINGHAM STRATEGIC WEALTH, LLC

219.25K

Jun 30, 24

+26.71K

0.34%

FirstPurpose Wealth LLC

289.84K

Mar 31, 24

+20.91K

0.45%

ML & R WEALTH MANAGEMENT LLC

51.40K

Mar 31, 24

+296

0.08%

Bridgeworth, LLC

1.33M

Dec 31, 23

+27.04K

2.06%

RESOURCE CONSULTING GROUP INC

192.64K

Dec 31, 23

+43.97K

0.30%

Resource Planning Group

88.10K

Dec 31, 23

+88.10K

0.14%

Simplicity Solutions, LLC

11.53K

Dec 31, 23

+11.53K

0.02%

Steward Financial Group LLC

194.72K

Sep 30, 23

+42.73K

0.30%

PATHSTONE FAMILY OFFICE, LLC

111.95K

Sep 30, 23

-4.20K

0.17%

ADVISOR PARTNERS II, LLC

54.92K

Sep 30, 23

-4.25K

0.09%

Relaxing Retirement Coach

469.44K

Jun 30, 23

+87.88K

0.73%

Brainard Capital Management LLC

23.59K

Mar 31, 23

+10.40K

0.04%

Laurel Wealth Advisors, Inc.

26.56K

Dec 31, 22

+26.56K

0.04%

Align Wealth Management, LLC

14.05K

Dec 31, 22

+14.05K

0.02%