iShares ESG Advanced MSCI EAFE Index Fund(DMXF)

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iShares ESG Advanced MSCI EAFE Index Fund(DMXF)

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$84.15—

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DMXF(DMXF)

DMXF

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 283 Institutional Holders

Holder	Shares	Date	Change	% Held
ENVESTNET ASSET MANAGEMENT INC	1.11M	Mar 31, 26	+1.09M	11.05%
BlackRock, Inc.	840.98K	Mar 31, 26	-3.80K	8.39%
IMA Wealth, Inc.	736.63K	Mar 31, 26	+3.65K	7.35%
SEI INVESTMENTS CO	373.98K	Mar 31, 26	+16.42K	3.73%
LPL Financial LLC	359.46K	Mar 31, 26	+274.43K	3.59%
Envestnet Portfolio Solutions, Inc.	212.25K	Mar 31, 26	+212.25K	2.12%
JPMORGAN CHASE & CO	210.68K	Mar 31, 26	+147.89K	2.10%
Allworth Financial LP	178.04K	Mar 31, 26	+1.12K	1.78%
Adviser Investments LLC	149.20K	Mar 31, 26	+4.09K	1.49%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	141.88K	Mar 31, 26	+88.50K	1.42%
Cetera Investment Advisers	111.10K	Mar 31, 26	+71.03K	1.11%
PARK AVENUE SECURITIES LLC	107.33K	Mar 31, 26	+107.33K	1.07%
Values Added Financial LLC	106.52K	Mar 31, 26	+10.56K	1.06%
BAILARD, INC.	104.18K	Mar 31, 26	+14.32K	1.04%
Accredited Investors Inc.	84.63K	Mar 31, 26	+1.22K	0.84%
Apella Capital, LLC	75.72K	Mar 31, 26	+75.72K	0.76%
Financial Connections Group, Inc.	75.28K	Mar 31, 26	-1.89K	0.75%
Clearstead Advisors, LLC	74.51K	Mar 31, 26	+74.51K	0.74%
Invera Wealth Advisors, LLC	66.49K	Mar 31, 26	+1.17K	0.66%
HighTower Advisors, LLC	63.56K	Mar 31, 26	+1.12K	0.63%
Balanced Rock Investment Advisor	62.33K	Mar 31, 26	+307	0.62%
REGATTA CAPITAL GROUP, LLC	57.19K	Mar 31, 26	+2.92K	0.57%
MML INVESTORS SERVICES, LLC	55.83K	Mar 31, 26	+44.99K	0.56%
CWM, LLC	55.67K	Mar 31, 26	+7.11K	0.56%
GOLDMAN SACHS GROUP INC	55.48K	Mar 31, 26	+55.48K	0.55%
UBS Group AG	54.09K	Mar 31, 26	-1.32K	0.54%
Walkner Condon Financial Advisors LLC	49.04K	Mar 31, 26	+1.24K	0.49%
ROYAL BANK OF CANADA	48.49K	Mar 31, 26	+8.65K	0.48%
Modern Wealth Management, LLC	47.07K	Mar 31, 26	+18.23K	0.47%
Atlantic Private Wealth, LLC	44.19K	Mar 31, 26	+2.17K	0.44%
TD Waterhouse Canada Inc.	43.72K	Mar 31, 26	--	0.44%
FMR LLC	43.33K	Mar 31, 26	+2.63K	0.43%
Equita Financial Network, Inc.	39.42K	Mar 31, 26	+998	0.39%
ALBION FINANCIAL GROUP /UT	38.49K	Mar 31, 26	+49	0.38%
Janney Montgomery Scott LLC	38.00K	Mar 31, 26	+31.59K	0.38%
Fiera Capital Corp	34.31K	Mar 31, 26	+4.00K	0.34%
Decker Retirement Planning Inc.	34.26K	Mar 31, 26	+3.09K	0.34%
SOFI WEALTH, LLC	33.59K	Mar 31, 26	+6.32K	0.34%
Atwater Malick LLC	33.20K	Mar 31, 26	+930	0.33%
Robertson Stephens Wealth Management, LLC	33.14K	Mar 31, 26	+19.13K	0.33%
CI Private Wealth, LLC	33.05K	Mar 31, 26	+1.03K	0.33%
Westfuller Advisors, LLC	32.38K	Mar 31, 26	--	0.32%
Arjuna Capital	31.08K	Mar 31, 26	+1.84K	0.31%
NorthRock Partners, LLC	30.77K	Mar 31, 26	+2.46K	0.31%
Beacon Pointe Advisors, LLC	30.30K	Mar 31, 26	+15.34K	0.30%
ADVISOR GROUP HOLDINGS, INC.	29.55K	Mar 31, 26	-314	0.29%
One Wealth Advisors, LLC	29.41K	Mar 31, 26	+15.10K	0.29%
ASSETMARK, INC	29.40K	Mar 31, 26	+27.36K	0.29%
THRIVENT FINANCIAL FOR LUTHERANS	28.49K	Mar 31, 26	-1.07K	0.28%
Pathstone Holdings, LLC	26.14K	Mar 31, 26	-1.34K	0.26%
Integrated Wealth Concepts LLC	25.37K	Mar 31, 26	+19.91K	0.25%
XY Planning Network, Inc.	24.82K	Mar 31, 26	+796	0.25%
WELLS FARGO & COMPANY/MN	23.88K	Mar 31, 26	+3.06K	0.24%
Archer Investment Management, LLC	23.53K	Mar 31, 26	+23.53K	0.23%
Resources Investment Advisors, LLC.	23.43K	Mar 31, 26	+11.69K	0.23%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	22.12K	Mar 31, 26	-760	0.22%
BANK OF AMERICA CORP /DE/	21.98K	Mar 31, 26	-1.81K	0.22%
COMMONWEALTH EQUITY SERVICES, LLC	21.23K	Mar 31, 26	+929	0.21%
Cambridge Investment Research Advisors, Inc.	21.19K	Mar 31, 26	+12.40K	0.21%
GOULD ASSET MANAGEMENT LLC /CA/	20.67K	Mar 31, 26	+1.22K	0.21%
Opes Wealth Management LLC	20.59K	Mar 31, 26	+620	0.21%
JANE STREET GROUP, LLC	20.11K	Mar 31, 26	+369	0.20%
Shotwell Rutter Baer Inc	19.66K	Mar 31, 26	+45	0.20%
First Pacific Financial	19.29K	Mar 31, 26	-37	0.19%
WARNER FINANCIAL, INC	18.58K	Mar 31, 26	+3.26K	0.19%
Sanctuary Advisors, LLC	18.52K	Mar 31, 26	+10.90K	0.18%
GeoWealth Management, LLC	18.24K	Mar 31, 26	+18.24K	0.18%
Cerity Partners LLC	18.18K	Mar 31, 26	+9.56K	0.18%
Plancorp, LLC	18.16K	Mar 31, 26	--	0.18%
Revolve Wealth Partners, LLC	18.14K	Mar 31, 26	-105	0.18%
FIGURE 8 INVESTMENT STRATEGIES LLC	16.91K	Mar 31, 26	+559	0.17%
Creative Planning	16.63K	Mar 31, 26	-382	0.17%
Merit Financial Group, LLC	16.50K	Mar 31, 26	+16.50K	0.16%
Lido Advisors, LLC	16.07K	Mar 31, 26	+16.07K	0.16%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	15.87K	Mar 31, 26	+15.87K	0.16%
Horst & Graben Wealth Management LLC	15.79K	Mar 31, 26	+15.79K	0.16%
Bank of New York Mellon Corp	15.14K	Mar 31, 26	+15.14K	0.15%
Perigon Wealth Management, LLC	15.07K	Mar 31, 26	+4.09K	0.15%
GTS SECURITIES LLC	14.94K	Mar 31, 26	+14.94K	0.15%
Equitable Holdings, Inc.	14.79K	Mar 31, 26	+14.79K	0.15%
Sharkey, Howes & Javer	14.61K	Mar 31, 26	+14.61K	0.15%
Farther Finance Advisors, LLC	14.02K	Mar 31, 26	+837	0.14%
FRANKLIN RESOURCES INC	13.94K	Mar 31, 26	+4.88K	0.14%
Stratos Wealth Partners, LTD.	13.66K	Mar 31, 26	+2.82K	0.14%
SUMMIT WEALTH GROUP LLC / CO	13.47K	Mar 31, 26	+160	0.13%
VERITY Wealth Advisors	13.34K	Mar 31, 26	+70	0.13%
LAZARD ASSET MANAGEMENT LLC	13.21K	Mar 31, 26	--	0.13%
RAYMOND JAMES FINANCIAL INC	12.86K	Mar 31, 26	+6.50K	0.13%
Moors & Cabot, Inc.	12.84K	Mar 31, 26	+121	0.13%
Ally Invest Advisors Inc.	12.51K	Mar 31, 26	+166	0.12%
Diversified Trust Co	12.28K	Mar 31, 26	--	0.12%
SigFig Wealth Management, LLC	11.78K	Mar 31, 26	-221.37K	0.12%
Brinker Capital Investments, LLC	11.65K	Mar 31, 26	+11.65K	0.12%
Steward Partners Investment Advisory, LLC	11.57K	Mar 31, 26	+7.05K	0.12%
Urban Financial Advisory Corp	10.61K	Mar 31, 26	--	0.11%
Magnus Financial Group LLC	10.52K	Mar 31, 26	-155	0.11%
NewEdge Advisors, LLC	10.49K	Mar 31, 26	-14.71K	0.10%
MGO ONE SEVEN LLC	10.04K	Mar 31, 26	+10.04K	0.10%
Skyline Advisors, Inc.	9.89K	Mar 31, 26	-289	0.10%
Mariner, LLC	9.82K	Mar 31, 26	+3.49K	0.10%
JMG Financial Group, Ltd.	9.23K	Mar 31, 26	+39	0.09%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	9.15K	Mar 31, 26	--	0.09%
MORGAN STANLEY	9.09K	Mar 31, 26	+2.17K	0.09%
Leonard Rickey Investment Advisors P.L.L.C.	8.23K	Mar 31, 26	+16	0.08%
Optas, LLC	8.09K	Mar 31, 26	+3.42K	0.08%
MAI Capital Management	8.02K	Mar 31, 26	+52	0.08%
MA Private Wealth	8.00K	Mar 31, 26	--	0.08%
Klaas Financial Asset Advisors, LLC	7.82K	Mar 31, 26	-37.79K	0.08%
RFG Advisory, LLC	7.65K	Mar 31, 26	+4.77K	0.08%
Kestra Advisory Services, LLC	7.33K	Mar 31, 26	+106	0.07%
Stewardship Advisors, LLC	7.11K	Mar 31, 26	+133	0.07%
Savant Capital, LLC	6.96K	Mar 31, 26	-4	0.07%
Investor's Fiduciary Advisor Network, LLC	6.88K	Mar 31, 26	+6.88K	0.07%
Avise Financial Cooperative, Inc.	6.73K	Mar 31, 26	-18	0.07%
Betterment LLC	6.63K	Mar 31, 26	-2.25K	0.07%
Pensionmark Financial Group, LLC	6.39K	Mar 31, 26	+6.39K	0.06%
Private Advisor Group, LLC	6.39K	Mar 31, 26	+1.19K	0.06%
Gateway Wealth Partners, LLC	6.20K	Mar 31, 26	+6.20K	0.06%
Ariadne Wealth Management, LP	6.16K	Mar 31, 26	-100	0.06%
Haverford Trust Co	6.05K	Mar 31, 26	--	0.06%
Aptus Capital Advisors, LLC	6.05K	Mar 31, 26	+72	0.06%
Golden State Wealth Management, LLC	6.02K	Mar 31, 26	+15	0.06%
Pathway Financial Advisors LLC	5.93K	Mar 31, 26	--	0.06%
Wealth Alliance	5.90K	Mar 31, 26	+5.90K	0.06%
Central Pacific Bank - Trust Division	5.85K	Mar 31, 26	--	0.06%
SAGESPRING WEALTH PARTNERS, LLC	5.77K	Mar 31, 26	+5.77K	0.06%
Ameritas Advisory Services, LLC	5.61K	Mar 31, 26	+213	0.06%
Ascent Group, LLC	5.54K	Mar 31, 26	+1.40K	0.06%
Regal Investment Advisors LLC	5.41K	Mar 31, 26	+5.41K	0.05%
CreativeOne Wealth, LLC	5.24K	Mar 31, 26	+1.49K	0.05%
Connecticut Wealth Management, LLC	4.76K	Mar 31, 26	+327	0.05%
Sage Financial Management Group, Inc.	4.57K	Mar 31, 26	-256	0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC	4.49K	Mar 31, 26	-1.23K	0.04%
National Wealth Management Group, LLC	4.36K	Mar 31, 26	+830	0.04%
Brookstone Capital Management	4.26K	Mar 31, 26	+4.26K	0.04%
CoreCap Advisors, LLC	4.12K	Mar 31, 26	-582	0.04%
Miracle Mile Advisors, LLC	4.11K	Mar 31, 26	--	0.04%
AGF MANAGEMENT LTD	4.10K	Mar 31, 26	-200	0.04%
BROWN ADVISORY INC	4.00K	Mar 31, 26	+4.00K	0.04%
FLAGSHIP HARBOR ADVISORS, LLC	3.97K	Mar 31, 26	+1	0.04%
PFG Investments, LLC	3.93K	Mar 31, 26	+1.02K	0.04%
ONE WEALTH CAPITAL MANAGEMENT, LLC	3.93K	Mar 31, 26	+3.93K	0.04%
LifePlan Investment Advisors, Inc.	3.88K	Mar 31, 26	+3.88K	0.04%
Savvy Advisors, Inc.	3.87K	Mar 31, 26	-180	0.04%
Keystone Financial Services	3.85K	Mar 31, 26	+3.85K	0.04%
WEALTHGARDEN F.S. LLC	3.85K	Mar 31, 26	+3.85K	0.04%
MCCARTER PRIVATE WEALTH SERVICES LLC	3.78K	Mar 31, 26	--	0.04%
Belpointe Asset Management LLC	3.78K	Mar 31, 26	+3.78K	0.04%
Fortis Capital Advisors, LLC	3.78K	Mar 31, 26	+3.78K	0.04%
Atria Investments, Inc	3.77K	Mar 31, 26	+3.77K	0.04%
Portfolio Design Labs, LLC	3.77K	Mar 31, 26	--	0.04%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3.63K	Mar 31, 26	--	0.04%
Human Investing LLC	3.61K	Mar 31, 26	-27	0.04%
WILEY BROS.-AINTREE CAPITAL, LLC	3.54K	Mar 31, 26	+3.54K	0.04%
EverSource Wealth Advisors, LLC	3.50K	Mar 31, 26	+3.50K	0.03%
Pine Harbor Wealth Management, LLC	3.46K	Mar 31, 26	--	0.03%
SOA Wealth Advisors, LLC.	3.43K	Mar 31, 26	--	0.03%
RCS Financial Planning, LLC	3.40K	Mar 31, 26	+3.40K	0.03%
Hoxton Planning & Management, LLC	3.39K	Mar 31, 26	+3.39K	0.03%
OLD SECOND NATIONAL BANK OF AURORA	3.28K	Mar 31, 26	--	0.03%
Eqis Capital Management, Inc.	3.10K	Mar 31, 26	+3.10K	0.03%
Concurrent Investment Advisors, LLC	3.03K	Mar 31, 26	+3.03K	0.03%
West Wealth Group, LLC	3.01K	Mar 31, 26	-78	0.03%
THEORY FINANCIAL LLC	3.00K	Mar 31, 26	+3.00K	0.03%
Valmark Advisers, Inc.	2.99K	Mar 31, 26	--	0.03%
Quantinno Capital Management LP	2.97K	Mar 31, 26	--	0.03%
ALESCO ADVISORS LLC	2.86K	Mar 31, 26	+2.86K	0.03%
RKL Wealth Management LLC	2.83K	Mar 31, 26	--	0.03%
Aufman Associates Inc	2.82K	Mar 31, 26	--	0.03%
ZACKS INVESTMENT MANAGEMENT	2.76K	Mar 31, 26	--	0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC	2.74K	Mar 31, 26	+2.74K	0.03%
AIRE ADVISORS, LLC	2.69K	Mar 31, 26	--	0.03%
Cornerstone Planning Group LLC	2.60K	Mar 31, 26	+2.60K	0.03%
SRS Capital Advisors, Inc.	2.50K	Mar 31, 26	-165	0.02%
Biltmore Family Office, LLC	2.50K	Mar 31, 26	--	0.02%
Milestone Investment Advisors LLC	2.33K	Mar 31, 26	--	0.02%
Rossmore Private Capital	2.22K	Mar 31, 26	--	0.02%
Capital Analysts, LLC	2.15K	Mar 31, 26	+2.15K	0.02%
JONES FINANCIAL COMPANIES LLLP	2.14K	Mar 31, 26	+1.78K	0.02%
PRUDENTIAL PLC	2.10K	Mar 31, 26	-3.60K	0.02%
US BANCORP \DE\	2.00K	Mar 31, 26	+38	0.02%
HARBOUR INVESTMENTS, INC.	1.99K	Mar 31, 26	+859	0.02%
NBT BANK N A /NY	1.81K	Mar 31, 26	+243	0.02%
Golden State Equity Partners	1.76K	Mar 31, 26	-1.15K	0.02%
Physician Wealth Advisors, Inc.	1.70K	Mar 31, 26	-653	0.02%
BANK OF MONTREAL /CAN/	1.68K	Mar 31, 26	-31.33K	0.02%
Gen-Wealth Partners Inc	1.64K	Mar 31, 26	+1.64K	0.02%
Acropolis Investment Management, LLC	1.44K	Mar 31, 26	+1.44K	0.01%
AE Wealth Management LLC	1.44K	Mar 31, 26	+1.43K	0.01%
RAELIPSKIE PARTNERSHIP	1.35K	Mar 31, 26	--	0.01%
MOGY JOEL R INVESTMENT COUNSEL INC	1.26K	Mar 31, 26	--	0.01%
Advisory Services Network, LLC	1.10K	Mar 31, 26	+1.10K	0.01%
Rockefeller Capital Management L.P.	1.10K	Mar 31, 26	+1	0.01%
Armor Investment Advisors, LLC	991	Mar 31, 26	--	0.01%
Ashton Thomas Private Wealth, LLC	943	Mar 31, 26	+943	0.01%
JFS WEALTH ADVISORS, LLC	899	Mar 31, 26	+899	0.01%
Dunhill Financial, LLC	831	Mar 31, 26	--	0.01%
FIFTH THIRD BANCORP	827	Mar 31, 26	+827	0.01%
Rossby Financial, LCC	798	Mar 31, 26	+120	0.01%
Hanson & Doremus Investment Management	782	Mar 31, 26	+13	0.01%
Western Wealth Management, LLC	727	Mar 31, 26	+727	0.01%
NATIONAL BANK OF CANADA /FI/	679	Mar 31, 26	--	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	664	Mar 31, 26	+4	0.01%
TWIN PEAKS WEALTH ADVISORS, LLC	609	Mar 31, 26	+609	0.01%
Transamerica Financial Advisors, Inc.	558	Mar 31, 26	+530	0.01%
EVOLUTION WEALTH MANAGEMENT INC.	419	Mar 31, 26	--	0.00%
BIRCHBROOK, INC.	411	Mar 31, 26	+107	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	340	Mar 31, 26	+340	0.00%
CVA Family Office, LLC	197	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	178	Mar 31, 26	+178	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	175	Mar 31, 26	-7.42K	0.00%
1 NORTH WEALTH SERVICES LLC	130	Mar 31, 26	--	0.00%
WealthShield Partners, LLC	115	Mar 31, 26	+115	0.00%
Kilter Group LLC	111	Mar 31, 26	+101	0.00%
MATHER GROUP, LLC.	100	Mar 31, 26	+100	0.00%
BFSG, LLC	88	Mar 31, 26	--	0.00%
Morton Brown Family Wealth, LLC	60	Mar 31, 26	--	0.00%
WOLFF WIESE MAGANA LLC	58	Mar 31, 26	--	0.00%
Clarity Asset Management, Inc.	47	Mar 31, 26	-485	0.00%
Federation des caisses Desjardins du Quebec	35	Mar 31, 26	--	0.00%
TORONTO DOMINION BANK	32	Mar 31, 26	+32	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	22	Mar 31, 26	-29	0.00%
IFP Advisors, Inc	20	Mar 31, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	16	Mar 31, 26	--	0.00%
Larson Financial Group LLC	13	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	11	Mar 31, 26	--	0.00%
Raleigh Capital Management Inc.	9	Mar 31, 26	+9	0.00%
Smartleaf Asset Management LLC	5	Mar 31, 26	--	0.00%
Commonwealth Retirement Investments LLC	--	Mar 31, 26	-116	--
FLOW TRADERS U.S. LLC	--	Mar 31, 26	-58.32K	--
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	--	Mar 31, 26	-3.29K	--
BESSEMER GROUP INC	--	Mar 31, 26	-180	--
MBE Wealth Management, LLC	--	Mar 31, 26	-2.88K	--
Humankind Investments LLC	--	Mar 31, 26	-4.30K	--
Spectrum Planning & Advisory Services Inc.	--	Mar 31, 26	-2.69K	--
Venturi Wealth Management, LLC	--	Mar 31, 26	-3.05K	--
Main Street Financial Solutions, LLC	4.58K	Dec 31, 25	-1.78K	0.05%
Litman Gregory Wealth Management LLC	1.82K	Dec 31, 25	+1.82K	0.02%
CIBC Private Wealth Group, LLC	446	Dec 31, 25	+446	0.00%
Global Retirement Partners, LLC	172	Dec 31, 25	-815	0.00%
TUCKER ASSET MANAGEMENT LLC	12	Dec 31, 25	+12	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-1.99K	--
Financial Advisors, LLC	13.39K	Sep 30, 25	--	0.13%
Copperleaf Capital, LLC	--	Sep 30, 25	-3.93K	--
Parkside Advisors LLC	24.70K	Jun 30, 25	--	0.25%
DOHJ, LLC	18.78K	Jun 30, 25	-11.63K	0.19%
Congress Wealth Management LLC / DE /	17.52K	Jun 30, 25	+2.16K	0.17%
Elios Financial Group Inc.	11.54K	Jun 30, 25	-1.82K	0.12%
AVANTAX ADVISORY SERVICES, INC.	9.50K	Jun 30, 25	+691	0.09%
Parkworth Wealth Management, Inc.	7.03K	Jun 30, 25	+70	0.07%
First Horizon Advisors, Inc.	3.77K	Jun 30, 25	+1.08K	0.04%
Atria Wealth Solutions, Inc.	2.76K	Jun 30, 25	-24.95K	0.03%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	516	Jun 30, 25	+516	0.01%
Capital A Wealth Management, LLC	--	Jun 30, 25	-259	--
Wade Financial Advisory, Inc	20.86K	Mar 31, 25	+440	0.21%
Orion Portfolio Solutions, LLC	10.04K	Mar 31, 25	+10.04K	0.10%
West Coast Financial LLC	8.62K	Mar 31, 25	--	0.09%
Monterey Private Wealth, Inc.	5.40K	Mar 31, 25	--	0.05%
HART & PATTERSON FINANCIAL GROUP LLC	10.32K	Dec 31, 24	+1.35K	0.10%
Maiden Cove Capital, LLC	3.56K	Dec 31, 24	-751	0.04%
Sugarloaf Wealth Management, LLC	100	Dec 31, 24	-2.16K	0.00%
Cassady Schiller Wealth Management, LLC	--	Dec 31, 24	-74	--
Syntrinsic LLC	504.02K	Sep 30, 24	-126.39K	5.03%
Raymond James Financial Services Advisors, Inc.	5.29K	Sep 30, 24	-234	0.05%
CONCENTRIC WEALTH MANAGEMENT, LLC	4.04K	Sep 30, 24	--	0.04%
FinTrust Capital Advisors, LLC	578	Sep 30, 24	-73	0.01%
BlackRock Inc.	919.77K	Jun 30, 24	-2.29K	9.18%
TCWP LLC	11.97K	Jun 30, 24	-25	0.12%
BENJAMIN F. EDWARDS & COMPANY, INC.	840	Jun 30, 24	+840	0.01%
Cetera Advisor Networks LLC	30.93K	Mar 31, 24	+3.34K	0.31%
Cetera Advisors LLC	16.47K	Mar 31, 24	+8.33K	0.16%
Crestone Asset Management LLC	12.38K	Mar 31, 24	+1.55K	0.12%
Adroit Compliance, LLC	46.70K	Dec 31, 23	+46.70K	0.47%
WEALTHSOURCE PARTNERS, LLC	15.76K	Dec 31, 23	-828	0.16%
DFPG INVESTMENTS, LLC	10.57K	Dec 31, 23	-637	0.11%
3D/L Capital Management, LLC	5.79K	Sep 30, 23	-293	0.06%
Sargent Bickham Lagudis LLC	939	Dec 31, 22	+5	0.01%
55I, LLC	153.37K	Sep 30, 22	+30.16K	1.53%
BALASA DINVERNO & FOLTZ LLC	21.60K	Sep 30, 22	+3.99K	0.22%
American Portfolios Advisors	2.57K	Sep 30, 22	--	0.03%
Private Capital Group, LLC	--	Jun 30, 22	-1.09K	--
NEXT Financial Group, Inc	2.24K	Dec 31, 21	+1.37K	0.02%
Carroll Financial Associates, Inc.	972	Dec 31, 21	--	0.01%

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Holder

Date

Change

% Held

ENVESTNET ASSET MANAGEMENT INC

1.11M

Mar 31, 26

+1.09M

11.05%

BlackRock, Inc.

840.98K

Mar 31, 26

-3.80K

8.39%

IMA Wealth, Inc.

736.63K

Mar 31, 26

+3.65K

7.35%

SEI INVESTMENTS CO

373.98K

Mar 31, 26

+16.42K

3.73%

LPL Financial LLC

359.46K

Mar 31, 26

+274.43K

3.59%

Envestnet Portfolio Solutions, Inc.

212.25K

Mar 31, 26

+212.25K

2.12%

JPMORGAN CHASE & CO

210.68K

Mar 31, 26

+147.89K

2.10%

Allworth Financial LP

178.04K

Mar 31, 26

+1.12K

1.78%

Adviser Investments LLC

149.20K

Mar 31, 26

+4.09K

1.49%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

141.88K

Mar 31, 26

+88.50K

1.42%

Cetera Investment Advisers

111.10K

Mar 31, 26

+71.03K

1.11%

PARK AVENUE SECURITIES LLC

107.33K

Mar 31, 26

+107.33K

1.07%

Values Added Financial LLC

106.52K

Mar 31, 26

+10.56K

1.06%

BAILARD, INC.

104.18K

Mar 31, 26

+14.32K

1.04%

Accredited Investors Inc.

84.63K

Mar 31, 26

+1.22K

0.84%

Apella Capital, LLC

75.72K

Mar 31, 26

+75.72K

0.76%

Financial Connections Group, Inc.

75.28K

Mar 31, 26

-1.89K

0.75%

Clearstead Advisors, LLC

74.51K

Mar 31, 26

+74.51K

0.74%

Invera Wealth Advisors, LLC

66.49K

Mar 31, 26

+1.17K

0.66%

HighTower Advisors, LLC

63.56K

Mar 31, 26

+1.12K

0.63%

Balanced Rock Investment Advisor

62.33K

Mar 31, 26

+307

0.62%

REGATTA CAPITAL GROUP, LLC

57.19K

Mar 31, 26

+2.92K

0.57%

MML INVESTORS SERVICES, LLC

55.83K

Mar 31, 26

+44.99K

0.56%

CWM, LLC

55.67K

Mar 31, 26

+7.11K

0.56%

GOLDMAN SACHS GROUP INC

55.48K

Mar 31, 26

+55.48K

0.55%

UBS Group AG

54.09K

Mar 31, 26

-1.32K

0.54%

Walkner Condon Financial Advisors LLC

49.04K

Mar 31, 26

+1.24K

0.49%

ROYAL BANK OF CANADA

48.49K

Mar 31, 26

+8.65K

0.48%

Modern Wealth Management, LLC

47.07K

Mar 31, 26

+18.23K

0.47%

Atlantic Private Wealth, LLC

44.19K

Mar 31, 26

+2.17K

0.44%

TD Waterhouse Canada Inc.

43.72K

Mar 31, 26

0.44%

FMR LLC

43.33K

Mar 31, 26

+2.63K

0.43%

Equita Financial Network, Inc.

39.42K

Mar 31, 26

+998

0.39%

ALBION FINANCIAL GROUP /UT

38.49K

Mar 31, 26

+49

0.38%

Janney Montgomery Scott LLC

38.00K

Mar 31, 26

+31.59K

0.38%

Fiera Capital Corp

34.31K

Mar 31, 26

+4.00K

0.34%

Decker Retirement Planning Inc.

34.26K

Mar 31, 26

+3.09K

0.34%

SOFI WEALTH, LLC

33.59K

Mar 31, 26

+6.32K

0.34%

Atwater Malick LLC

33.20K

Mar 31, 26

+930

0.33%

Robertson Stephens Wealth Management, LLC

33.14K

Mar 31, 26

+19.13K

0.33%

CI Private Wealth, LLC

33.05K

Mar 31, 26

+1.03K

0.33%

Westfuller Advisors, LLC

32.38K

Mar 31, 26

0.32%

Arjuna Capital

31.08K

Mar 31, 26

+1.84K

0.31%

NorthRock Partners, LLC

30.77K

Mar 31, 26

+2.46K

0.31%

Beacon Pointe Advisors, LLC

30.30K

Mar 31, 26

+15.34K

0.30%

ADVISOR GROUP HOLDINGS, INC.

29.55K

Mar 31, 26

-314

0.29%

One Wealth Advisors, LLC

29.41K

Mar 31, 26

+15.10K

0.29%

ASSETMARK, INC

29.40K

Mar 31, 26

+27.36K

0.29%

THRIVENT FINANCIAL FOR LUTHERANS

28.49K

Mar 31, 26

-1.07K

0.28%

Pathstone Holdings, LLC

26.14K

Mar 31, 26

-1.34K

0.26%

Integrated Wealth Concepts LLC

25.37K

Mar 31, 26

+19.91K

0.25%

XY Planning Network, Inc.

24.82K

Mar 31, 26

+796

0.25%

WELLS FARGO & COMPANY/MN

23.88K

Mar 31, 26

+3.06K

0.24%

Archer Investment Management, LLC

23.53K

Mar 31, 26

+23.53K

0.23%

Resources Investment Advisors, LLC.

23.43K

Mar 31, 26

+11.69K

0.23%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

22.12K

Mar 31, 26

-760

0.22%

BANK OF AMERICA CORP /DE/

21.98K

Mar 31, 26

-1.81K

0.22%

COMMONWEALTH EQUITY SERVICES, LLC

21.23K

Mar 31, 26

+929

0.21%

Cambridge Investment Research Advisors, Inc.

21.19K

Mar 31, 26

+12.40K

0.21%

GOULD ASSET MANAGEMENT LLC /CA/

20.67K

Mar 31, 26

+1.22K

0.21%

Opes Wealth Management LLC

20.59K

Mar 31, 26

+620

0.21%

JANE STREET GROUP, LLC

20.11K

Mar 31, 26

+369

0.20%

Shotwell Rutter Baer Inc

19.66K

Mar 31, 26

+45

0.20%

First Pacific Financial

19.29K

Mar 31, 26

-37

0.19%

WARNER FINANCIAL, INC

18.58K

Mar 31, 26

+3.26K

0.19%

Sanctuary Advisors, LLC

18.52K

Mar 31, 26

+10.90K

0.18%

GeoWealth Management, LLC

18.24K

Mar 31, 26

+18.24K

0.18%

Cerity Partners LLC

18.18K

Mar 31, 26

+9.56K

0.18%

Plancorp, LLC

18.16K

Mar 31, 26

0.18%

Revolve Wealth Partners, LLC

18.14K

Mar 31, 26

-105

0.18%

FIGURE 8 INVESTMENT STRATEGIES LLC

16.91K

Mar 31, 26

+559

0.17%

Creative Planning

16.63K

Mar 31, 26

-382

0.17%

Merit Financial Group, LLC

16.50K

Mar 31, 26

+16.50K

0.16%

Lido Advisors, LLC

16.07K

Mar 31, 26

+16.07K

0.16%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

15.87K

Mar 31, 26

+15.87K

0.16%

Horst & Graben Wealth Management LLC

15.79K

Mar 31, 26

+15.79K

0.16%

Bank of New York Mellon Corp

15.14K

Mar 31, 26

+15.14K

0.15%

Perigon Wealth Management, LLC

15.07K

Mar 31, 26

+4.09K

0.15%

GTS SECURITIES LLC

14.94K

Mar 31, 26

+14.94K

0.15%

Equitable Holdings, Inc.

14.79K

Mar 31, 26

+14.79K

0.15%

Sharkey, Howes & Javer

14.61K

Mar 31, 26

+14.61K

0.15%

Farther Finance Advisors, LLC

14.02K

Mar 31, 26

+837

0.14%

FRANKLIN RESOURCES INC

13.94K

Mar 31, 26

+4.88K

0.14%

Stratos Wealth Partners, LTD.

13.66K

Mar 31, 26

+2.82K

0.14%

SUMMIT WEALTH GROUP LLC / CO

13.47K

Mar 31, 26

+160

0.13%

VERITY Wealth Advisors

13.34K

Mar 31, 26

+70

0.13%

LAZARD ASSET MANAGEMENT LLC

13.21K

Mar 31, 26

0.13%

RAYMOND JAMES FINANCIAL INC

12.86K

Mar 31, 26

+6.50K

0.13%

Moors & Cabot, Inc.

12.84K

Mar 31, 26

+121

0.13%

Ally Invest Advisors Inc.

12.51K

Mar 31, 26

+166

0.12%

Diversified Trust Co

12.28K

Mar 31, 26

0.12%

SigFig Wealth Management, LLC

11.78K

Mar 31, 26

-221.37K

0.12%

Brinker Capital Investments, LLC

11.65K

Mar 31, 26

+11.65K

0.12%

Steward Partners Investment Advisory, LLC

11.57K

Mar 31, 26

+7.05K

0.12%

Urban Financial Advisory Corp

10.61K

Mar 31, 26

0.11%

Magnus Financial Group LLC

10.52K

Mar 31, 26

-155

0.11%

NewEdge Advisors, LLC

10.49K

Mar 31, 26

-14.71K

0.10%

MGO ONE SEVEN LLC

10.04K

Mar 31, 26

+10.04K

0.10%

Skyline Advisors, Inc.

9.89K

Mar 31, 26

-289

0.10%

Mariner, LLC

9.82K

Mar 31, 26

+3.49K

0.10%

JMG Financial Group, Ltd.

9.23K

Mar 31, 26

+39

0.09%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

9.15K

Mar 31, 26

0.09%

MORGAN STANLEY

9.09K

Mar 31, 26

+2.17K

0.09%

Leonard Rickey Investment Advisors P.L.L.C.

8.23K

Mar 31, 26

+16

0.08%

Optas, LLC

8.09K

Mar 31, 26

+3.42K

0.08%

MAI Capital Management

8.02K

Mar 31, 26

+52

0.08%

MA Private Wealth

8.00K

Mar 31, 26

0.08%

Klaas Financial Asset Advisors, LLC

7.82K

Mar 31, 26

-37.79K

0.08%

RFG Advisory, LLC

7.65K

Mar 31, 26

+4.77K

0.08%

Kestra Advisory Services, LLC

7.33K

Mar 31, 26

+106

0.07%

Stewardship Advisors, LLC

7.11K

Mar 31, 26

+133

0.07%

Savant Capital, LLC

6.96K

Mar 31, 26

-4

0.07%

Investor's Fiduciary Advisor Network, LLC

6.88K

Mar 31, 26

+6.88K

0.07%

Avise Financial Cooperative, Inc.

6.73K

Mar 31, 26

-18

0.07%

Betterment LLC

6.63K

Mar 31, 26

-2.25K

0.07%

Pensionmark Financial Group, LLC

6.39K

Mar 31, 26

+6.39K

0.06%

Private Advisor Group, LLC

6.39K

Mar 31, 26

+1.19K

0.06%

Gateway Wealth Partners, LLC

6.20K

Mar 31, 26

+6.20K

0.06%

Ariadne Wealth Management, LP

6.16K

Mar 31, 26

-100

0.06%

Haverford Trust Co

6.05K

Mar 31, 26

0.06%

Aptus Capital Advisors, LLC

6.05K

Mar 31, 26

+72

0.06%

Golden State Wealth Management, LLC

6.02K

Mar 31, 26

+15

0.06%

Pathway Financial Advisors LLC

5.93K

Mar 31, 26

0.06%

Wealth Alliance

5.90K

Mar 31, 26

+5.90K

0.06%

Central Pacific Bank - Trust Division

5.85K

Mar 31, 26

0.06%

SAGESPRING WEALTH PARTNERS, LLC

5.77K

Mar 31, 26

+5.77K

0.06%

Ameritas Advisory Services, LLC

5.61K

Mar 31, 26

+213

0.06%

Ascent Group, LLC

5.54K

Mar 31, 26

+1.40K

0.06%

Regal Investment Advisors LLC

5.41K

Mar 31, 26

+5.41K

0.05%

CreativeOne Wealth, LLC

5.24K

Mar 31, 26

+1.49K

0.05%

Connecticut Wealth Management, LLC

4.76K

Mar 31, 26

+327

0.05%

Sage Financial Management Group, Inc.

4.57K

Mar 31, 26

-256

0.05%

KESTRA PRIVATE WEALTH SERVICES, LLC

4.49K

Mar 31, 26

-1.23K

0.04%

National Wealth Management Group, LLC

4.36K

Mar 31, 26

+830

0.04%

Brookstone Capital Management

4.26K

Mar 31, 26

+4.26K

0.04%

CoreCap Advisors, LLC

4.12K

Mar 31, 26

-582

0.04%

Miracle Mile Advisors, LLC

4.11K

Mar 31, 26

0.04%

AGF MANAGEMENT LTD

4.10K

Mar 31, 26

-200

0.04%

BROWN ADVISORY INC

4.00K

Mar 31, 26

+4.00K

0.04%

FLAGSHIP HARBOR ADVISORS, LLC

3.97K

Mar 31, 26

0.04%

PFG Investments, LLC

3.93K

Mar 31, 26

+1.02K

0.04%

ONE WEALTH CAPITAL MANAGEMENT, LLC

3.93K

Mar 31, 26

+3.93K

0.04%

LifePlan Investment Advisors, Inc.

3.88K

Mar 31, 26

+3.88K

0.04%

Savvy Advisors, Inc.

3.87K

Mar 31, 26

-180

0.04%

Keystone Financial Services

3.85K

Mar 31, 26

+3.85K

0.04%

WEALTHGARDEN F.S. LLC

3.85K

Mar 31, 26

+3.85K

0.04%

MCCARTER PRIVATE WEALTH SERVICES LLC

3.78K

Mar 31, 26

0.04%

Belpointe Asset Management LLC

3.78K

Mar 31, 26

+3.78K

0.04%

Fortis Capital Advisors, LLC

3.78K

Mar 31, 26

+3.78K

0.04%

Atria Investments, Inc

3.77K

Mar 31, 26

+3.77K

0.04%

Portfolio Design Labs, LLC

3.77K

Mar 31, 26

0.04%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

3.63K

Mar 31, 26

0.04%

Human Investing LLC

3.61K

Mar 31, 26

-27

0.04%

WILEY BROS.-AINTREE CAPITAL, LLC

3.54K

Mar 31, 26

+3.54K

0.04%

EverSource Wealth Advisors, LLC

3.50K

Mar 31, 26

+3.50K

0.03%

Pine Harbor Wealth Management, LLC

3.46K

Mar 31, 26

0.03%

SOA Wealth Advisors, LLC.

3.43K

Mar 31, 26

0.03%

RCS Financial Planning, LLC

3.40K

Mar 31, 26

+3.40K

0.03%

Hoxton Planning & Management, LLC

3.39K

Mar 31, 26

+3.39K

0.03%

OLD SECOND NATIONAL BANK OF AURORA

3.28K

Mar 31, 26

0.03%

Eqis Capital Management, Inc.

3.10K

Mar 31, 26

+3.10K

0.03%

Concurrent Investment Advisors, LLC

3.03K

Mar 31, 26

+3.03K

0.03%

West Wealth Group, LLC

3.01K

Mar 31, 26

-78

0.03%

THEORY FINANCIAL LLC

3.00K

Mar 31, 26

+3.00K

0.03%

Valmark Advisers, Inc.

2.99K

Mar 31, 26

0.03%

Quantinno Capital Management LP

2.97K

Mar 31, 26

0.03%

ALESCO ADVISORS LLC

2.86K

Mar 31, 26

+2.86K

0.03%

RKL Wealth Management LLC

2.83K

Mar 31, 26

0.03%

Aufman Associates Inc

2.82K

Mar 31, 26

0.03%

ZACKS INVESTMENT MANAGEMENT

2.76K

Mar 31, 26

0.03%

DIVERSIFY WEALTH MANAGEMENT, LLC

2.74K

Mar 31, 26

+2.74K

0.03%

AIRE ADVISORS, LLC

2.69K

Mar 31, 26

0.03%

Cornerstone Planning Group LLC

2.60K

Mar 31, 26

+2.60K

0.03%

SRS Capital Advisors, Inc.

2.50K

Mar 31, 26

-165

0.02%

Biltmore Family Office, LLC

2.50K

Mar 31, 26

0.02%

Milestone Investment Advisors LLC

2.33K

Mar 31, 26

0.02%

Rossmore Private Capital

2.22K

Mar 31, 26

0.02%

Capital Analysts, LLC

2.15K

Mar 31, 26

+2.15K

0.02%

JONES FINANCIAL COMPANIES LLLP

2.14K

Mar 31, 26

+1.78K

0.02%

PRUDENTIAL PLC

2.10K

Mar 31, 26

-3.60K

0.02%

US BANCORP \DE\

2.00K

Mar 31, 26

+38

0.02%

HARBOUR INVESTMENTS, INC.

1.99K

Mar 31, 26

+859

0.02%

NBT BANK N A /NY

1.81K

Mar 31, 26

+243

0.02%

Golden State Equity Partners

1.76K

Mar 31, 26

-1.15K

0.02%

Physician Wealth Advisors, Inc.

1.70K

Mar 31, 26

-653

0.02%

BANK OF MONTREAL /CAN/

1.68K

Mar 31, 26

-31.33K

0.02%

Gen-Wealth Partners Inc

1.64K

Mar 31, 26

+1.64K

0.02%

Acropolis Investment Management, LLC

1.44K

Mar 31, 26

+1.44K

0.01%

AE Wealth Management LLC

1.44K

Mar 31, 26

+1.43K

0.01%

RAELIPSKIE PARTNERSHIP

1.35K

Mar 31, 26

0.01%

MOGY JOEL R INVESTMENT COUNSEL INC

1.26K

Mar 31, 26

0.01%

Advisory Services Network, LLC

1.10K

Mar 31, 26

+1.10K

0.01%

Rockefeller Capital Management L.P.

1.10K

Mar 31, 26

0.01%

Armor Investment Advisors, LLC

991

Mar 31, 26

0.01%

Ashton Thomas Private Wealth, LLC

943

Mar 31, 26

+943

0.01%

JFS WEALTH ADVISORS, LLC

899

Mar 31, 26

+899

0.01%

Dunhill Financial, LLC

831

Mar 31, 26

0.01%

FIFTH THIRD BANCORP

827

Mar 31, 26

+827

0.01%

Rossby Financial, LCC

798

Mar 31, 26

+120

0.01%

Hanson & Doremus Investment Management

782

Mar 31, 26

+13

0.01%

Western Wealth Management, LLC

727

Mar 31, 26

+727

0.01%

NATIONAL BANK OF CANADA /FI/

679

Mar 31, 26

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

664

Mar 31, 26

0.01%

TWIN PEAKS WEALTH ADVISORS, LLC

609

Mar 31, 26

+609

0.01%

Transamerica Financial Advisors, Inc.

558

Mar 31, 26

+530

0.01%

EVOLUTION WEALTH MANAGEMENT INC.

419

Mar 31, 26

0.00%

BIRCHBROOK, INC.

411

Mar 31, 26

+107

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

340

Mar 31, 26

+340

0.00%

CVA Family Office, LLC

197

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

178

Mar 31, 26

+178

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

175

Mar 31, 26

-7.42K

0.00%

1 NORTH WEALTH SERVICES LLC

130

Mar 31, 26

0.00%

WealthShield Partners, LLC

115

Mar 31, 26

+115

0.00%

Kilter Group LLC

111

Mar 31, 26

+101

0.00%

MATHER GROUP, LLC.

100

Mar 31, 26

+100

0.00%

BFSG, LLC

Mar 31, 26

0.00%

Morton Brown Family Wealth, LLC

Mar 31, 26

0.00%

WOLFF WIESE MAGANA LLC

Mar 31, 26

0.00%

Clarity Asset Management, Inc.

Mar 31, 26

-485

0.00%

Federation des caisses Desjardins du Quebec

Mar 31, 26

0.00%

TORONTO DOMINION BANK

Mar 31, 26

+32

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Mar 31, 26

-29

0.00%

IFP Advisors, Inc

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Mar 31, 26

0.00%

Larson Financial Group LLC

Mar 31, 26

0.00%

Parallel Advisors, LLC

Mar 31, 26

0.00%

Raleigh Capital Management Inc.

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

Mar 31, 26

0.00%

Commonwealth Retirement Investments LLC

Mar 31, 26

-116

FLOW TRADERS U.S. LLC

Mar 31, 26

-58.32K

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Mar 31, 26

-3.29K

BESSEMER GROUP INC

Mar 31, 26

-180

MBE Wealth Management, LLC

Mar 31, 26

-2.88K

Humankind Investments LLC

Mar 31, 26

-4.30K

Spectrum Planning & Advisory Services Inc.

Mar 31, 26

-2.69K

Venturi Wealth Management, LLC

Mar 31, 26

-3.05K

Main Street Financial Solutions, LLC

4.58K

Dec 31, 25

-1.78K

0.05%

Litman Gregory Wealth Management LLC

1.82K

Dec 31, 25

+1.82K

0.02%

CIBC Private Wealth Group, LLC

446

Dec 31, 25

+446

0.00%

Global Retirement Partners, LLC

172

Dec 31, 25

-815

0.00%

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

+12

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-1.99K

Financial Advisors, LLC

13.39K

Sep 30, 25

0.13%

Copperleaf Capital, LLC

Sep 30, 25

-3.93K

Parkside Advisors LLC

24.70K

Jun 30, 25

0.25%

DOHJ, LLC

18.78K

Jun 30, 25

-11.63K

0.19%

Congress Wealth Management LLC / DE /

17.52K

Jun 30, 25

+2.16K

0.17%

Elios Financial Group Inc.

11.54K

Jun 30, 25

-1.82K

0.12%

AVANTAX ADVISORY SERVICES, INC.

9.50K

Jun 30, 25

+691

0.09%

Parkworth Wealth Management, Inc.

7.03K

Jun 30, 25

+70

0.07%

First Horizon Advisors, Inc.

3.77K

Jun 30, 25

+1.08K

0.04%

Atria Wealth Solutions, Inc.

2.76K

Jun 30, 25

-24.95K

0.03%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

516

Jun 30, 25

+516

0.01%

Capital A Wealth Management, LLC

Jun 30, 25

-259

Wade Financial Advisory, Inc

20.86K

Mar 31, 25

+440

0.21%

Orion Portfolio Solutions, LLC

10.04K

Mar 31, 25

+10.04K

0.10%

West Coast Financial LLC

8.62K

Mar 31, 25

0.09%

Monterey Private Wealth, Inc.

5.40K

Mar 31, 25

0.05%

HART & PATTERSON FINANCIAL GROUP LLC

10.32K

Dec 31, 24

+1.35K

0.10%

Maiden Cove Capital, LLC

3.56K

Dec 31, 24

-751

0.04%

Sugarloaf Wealth Management, LLC

100

Dec 31, 24

-2.16K

0.00%

Cassady Schiller Wealth Management, LLC

Dec 31, 24

-74

Syntrinsic LLC

504.02K

Sep 30, 24

-126.39K

5.03%

Raymond James Financial Services Advisors, Inc.

5.29K

Sep 30, 24

-234

0.05%

CONCENTRIC WEALTH MANAGEMENT, LLC

4.04K

Sep 30, 24

0.04%

FinTrust Capital Advisors, LLC

578

Sep 30, 24

-73

0.01%

BlackRock Inc.

919.77K

Jun 30, 24

-2.29K

9.18%

TCWP LLC

11.97K

Jun 30, 24

-25

0.12%

BENJAMIN F. EDWARDS & COMPANY, INC.

840

Jun 30, 24

+840

0.01%

Cetera Advisor Networks LLC

30.93K

Mar 31, 24

+3.34K

0.31%

Cetera Advisors LLC

16.47K

Mar 31, 24

+8.33K

0.16%

Crestone Asset Management LLC

12.38K

Mar 31, 24

+1.55K

0.12%

Adroit Compliance, LLC

46.70K

Dec 31, 23

+46.70K

0.47%

WEALTHSOURCE PARTNERS, LLC

15.76K

Dec 31, 23

-828

0.16%

DFPG INVESTMENTS, LLC

10.57K

Dec 31, 23

-637

0.11%

3D/L Capital Management, LLC

5.79K

Sep 30, 23

-293

0.06%

Sargent Bickham Lagudis LLC

939

Dec 31, 22

0.01%

55I, LLC

153.37K

Sep 30, 22

+30.16K

1.53%

BALASA DINVERNO & FOLTZ LLC

21.60K

Sep 30, 22

+3.99K

0.22%

American Portfolios Advisors

2.57K

Sep 30, 22

0.03%

Private Capital Group, LLC

Jun 30, 22

-1.09K

NEXT Financial Group, Inc

2.24K

Dec 31, 21

+1.37K

0.02%

Carroll Financial Associates, Inc.

972

Dec 31, 21

0.01%