iShares ESG Advanced MSCI EAFE ETF(DMXF)

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iShares ESG Advanced MSCI EAFE ETF(DMXF)

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$86.85—

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DMXF(DMXF)

DMXF

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Institutional Ownership

Top 329 Institutional Holders

Holder	Shares	Date	Change	% Held
Northwest & Ethical Investments L.P.	3.41M	Jun 30, 26	+3.41M	23.66%
ENVESTNET ASSET MANAGEMENT INC	1.12M	Jun 30, 26	+10.22K	7.75%
IMA Wealth, Inc.	822.26K	Jun 30, 26	+85.62K	5.71%
BlackRock, Inc.	774.64K	Jun 30, 26	-66.34K	5.38%
LPL Financial LLC	416.77K	Jun 30, 26	+57.30K	2.89%
SEI INVESTMENTS CO	389.78K	Jun 30, 26	+15.80K	2.70%
SBE LLC DBA CEDAR COVE WEALTH PARTNERS	245.70K	Jun 30, 26	+8.37K	1.71%
Envestnet Portfolio Solutions, Inc.	214.57K	Jun 30, 26	+2.32K	1.49%
JPMORGAN CHASE & CO	211.76K	Jun 30, 26	+1.08K	1.47%
Allworth Financial LP	179.92K	Jun 30, 26	+1.88K	1.25%
Adviser Investments LLC	152.27K	Jun 30, 26	+3.07K	1.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	125.36K	Jun 30, 26	-16.52K	0.87%
Cetera Investment Advisers	113.05K	Jun 30, 26	+1.95K	0.78%
BAILARD, INC.	108.03K	Jun 30, 26	+3.85K	0.75%
Values Added Financial LLC	107.95K	Jun 30, 26	+1.43K	0.75%
PARK AVENUE SECURITIES LLC	104.61K	Jun 30, 26	-2.72K	0.73%
Accredited Investors Inc.	101.69K	Jun 30, 26	+17.06K	0.71%
Apella Capital, LLC	75.66K	Jun 30, 26	-61	0.53%
THRIVENT FINANCIAL FOR LUTHERANS	75.42K	Jun 30, 26	+46.93K	0.52%
REGATTA CAPITAL GROUP, LLC	70.36K	Jun 30, 26	+13.17K	0.49%
MML INVESTORS SERVICES, LLC	69.21K	Jun 30, 26	+13.38K	0.48%
HighTower Advisors, LLC	68.59K	Jun 30, 26	+5.03K	0.48%
Invera Wealth Advisors, LLC	67.31K	Jun 30, 26	+826	0.47%
Balanced Rock Investment Advisor	62.99K	Jun 30, 26	+656	0.44%
ROYAL BANK OF CANADA	59.38K	Jun 30, 26	+10.89K	0.41%
SeedSafe Financial LLC	56.70K	Jun 30, 26	+6.04K	0.39%
Modern Wealth Management, LLC	54.84K	Jun 30, 26	+7.78K	0.38%
UBS Group AG	53.99K	Jun 30, 26	-96	0.37%
Walkner Condon Financial Advisors LLC	48.44K	Jun 30, 26	-602	0.34%
TD Waterhouse Canada Inc.	43.72K	Jun 30, 26	--	0.30%
SOFI WEALTH, LLC	43.13K	Jun 30, 26	+9.54K	0.30%
Atlantic Private Wealth, LLC	42.92K	Jun 30, 26	-1.27K	0.30%
Equita Financial Network, Inc.	42.43K	Jun 30, 26	+3.01K	0.29%
FMR LLC	42.39K	Jun 30, 26	-937	0.29%
Decker Retirement Planning Inc.	39.44K	Jun 30, 26	+5.18K	0.27%
Janney Montgomery Scott LLC	39.28K	Jun 30, 26	+1.28K	0.27%
ALBION FINANCIAL GROUP /UT	38.66K	Jun 30, 26	+168	0.27%
FLOW TRADERS U.S. LLC	38.31K	Jun 30, 26	+38.31K	0.27%
Beacon Pointe Advisors, LLC	37.59K	Jun 30, 26	+7.29K	0.26%
ADVISOR GROUP HOLDINGS, INC.	35.68K	Jun 30, 26	+6.13K	0.25%
Robertson Stephens Wealth Management, LLC	35.59K	Jun 30, 26	+2.46K	0.25%
Atwater Malick LLC	34.84K	Jun 30, 26	+1.64K	0.24%
Fiera Capital Corp	34.31K	Jun 30, 26	--	0.24%
Westfuller Advisors, LLC	32.13K	Jun 30, 26	-254	0.22%
ASSETMARK, INC	30.95K	Jun 30, 26	+1.55K	0.21%
NorthRock Partners, LLC	30.83K	Jun 30, 26	+59	0.21%
One Wealth Advisors, LLC	30.15K	Jun 30, 26	+745	0.21%
JANE STREET GROUP, LLC	30.12K	Jun 30, 26	+10.00K	0.21%
Avise Financial Cooperative, Inc.	28.21K	Jun 30, 26	+21.48K	0.20%
Pathstone Holdings, LLC	28.05K	Jun 30, 26	+1.91K	0.19%
Integrated Wealth Concepts LLC	27.73K	Jun 30, 26	+2.36K	0.19%
WELLS FARGO & COMPANY/MN	26.96K	Jun 30, 26	+3.08K	0.19%
Arjuna Capital	24.26K	Jun 30, 26	-6.82K	0.17%
Resources Investment Advisors, LLC.	23.47K	Jun 30, 26	+32	0.16%
Cambridge Investment Research Advisors, Inc.	23.29K	Jun 30, 26	+2.10K	0.16%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	23.00K	Jun 30, 26	+876	0.16%
BANK OF AMERICA CORP /DE/	22.62K	Jun 30, 26	+647	0.16%
COMMONWEALTH EQUITY SERVICES, LLC	22.17K	Jun 30, 26	+943	0.15%
GeoWealth Management, LLC	22.06K	Jun 30, 26	+3.82K	0.15%
BROWN ADVISORY INC	22.05K	Jun 30, 26	+18.05K	0.15%
EP Wealth Advisors, LLC	21.86K	Jun 30, 26	+21.86K	0.15%
Archer Investment Management, LLC	21.61K	Jun 30, 26	-1.92K	0.15%
GOULD ASSET MANAGEMENT LLC /CA/	20.67K	Jun 30, 26	--	0.14%
Sanctuary Advisors, LLC	20.20K	Jun 30, 26	+1.68K	0.14%
WARNER FINANCIAL, INC	20.03K	Jun 30, 26	+1.45K	0.14%
Shotwell Rutter Baer Inc	19.64K	Jun 30, 26	-23	0.14%
TWIN FOCUS CAPITAL PARTNERS, LLC	19.08K	Jun 30, 26	+19.08K	0.13%
Creative Planning	18.93K	Jun 30, 26	+2.31K	0.13%
FIGURE 8 INVESTMENT STRATEGIES LLC	18.84K	Jun 30, 26	+1.93K	0.13%
First Pacific Financial	18.82K	Jun 30, 26	-471	0.13%
Merit Financial Group, LLC	18.21K	Jun 30, 26	+1.72K	0.13%
Plancorp, LLC	18.06K	Jun 30, 26	-105	0.13%
Fairlight Advisors	18.02K	Jun 30, 26	+18.02K	0.13%
GOLDMAN SACHS GROUP INC	17.67K	Jun 30, 26	-37.81K	0.12%
Revolve Wealth Partners, LLC	17.65K	Jun 30, 26	-483	0.12%
Perigon Wealth Management, LLC	16.96K	Jun 30, 26	+1.89K	0.12%
Cornerstone Financial Management LLC	16.90K	Jun 30, 26	+960	0.12%
Urban Financial Advisory Corp	16.43K	Jun 30, 26	+5.83K	0.11%
Farther Finance Advisors, LLC	16.25K	Jun 30, 26	+2.23K	0.11%
Horst & Graben Wealth Management LLC	16.11K	Jun 30, 26	+320	0.11%
Lido Advisors, LLC	15.48K	Jun 30, 26	-594	0.11%
Stratos Wealth Partners, LTD.	15.38K	Jun 30, 26	+1.72K	0.11%
Equitable Holdings, Inc.	15.00K	Jun 30, 26	+210	0.10%
Bank of New York Mellon Corp	14.66K	Jun 30, 26	-479	0.10%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	14.33K	Jun 30, 26	-1.54K	0.10%
NewEdge Advisors, LLC	14.21K	Jun 30, 26	+3.72K	0.10%
FRANKLIN RESOURCES INC	13.94K	Jun 30, 26	--	0.10%
Sharkey, Howes & Javer	13.91K	Jun 30, 26	-704	0.10%
VERITY Wealth Advisors	13.43K	Jun 30, 26	+92	0.09%
SUMMIT WEALTH GROUP LLC / CO	13.39K	Jun 30, 26	-77	0.09%
Ally Invest Advisors Inc.	13.37K	Jun 30, 26	+863	0.09%
LAZARD ASSET MANAGEMENT LLC	13.21K	Jun 30, 26	--	0.09%
Moors & Cabot, Inc.	13.03K	Jun 30, 26	+189	0.09%
RAYMOND JAMES FINANCIAL INC	12.99K	Jun 30, 26	+132	0.09%
Brinker Capital Investments, LLC	12.95K	Jun 30, 26	+1.30K	0.09%
Steward Partners Investment Advisory, LLC	12.65K	Jun 30, 26	+1.07K	0.09%
Diversified Trust Co	12.28K	Jun 30, 26	--	0.09%
SigFig Wealth Management, LLC	11.87K	Jun 30, 26	+88	0.08%
Davis Wealth Advisors, LLC	11.33K	Jun 30, 26	+1.75K	0.08%
Private Advisor Group, LLC	10.95K	Jun 30, 26	+4.56K	0.08%
Magnus Financial Group LLC	10.65K	Jun 30, 26	+128	0.07%
MGO ONE SEVEN LLC	9.99K	Jun 30, 26	-51	0.07%
Vise Technologies, Inc.	9.68K	Jun 30, 26	+9.68K	0.07%
MORGAN STANLEY	9.52K	Jun 30, 26	+429	0.07%
MAI Capital Management	9.51K	Jun 30, 26	+1.49K	0.07%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	9.15K	Jun 30, 26	--	0.06%
JMG Financial Group, Ltd.	9.04K	Jun 30, 26	-185	0.06%
Cerity Partners LLC	8.77K	Jun 30, 26	-9.41K	0.06%
Skyline Advisors, Inc.	8.63K	Jun 30, 26	-1.26K	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	8.14K	Jun 30, 26	+8.14K	0.06%
Clearstead Advisors, LLC	8.13K	Jun 30, 26	-66.38K	0.06%
Connecticut Wealth Management, LLC	7.91K	Jun 30, 26	+3.15K	0.05%
Klaas Financial Asset Advisors, LLC	7.76K	Jun 30, 26	-66	0.05%
Leonard Rickey Investment Advisors P.L.L.C.	7.71K	Jun 30, 26	-517	0.05%
MA Private Wealth	7.65K	Jun 30, 26	-346	0.05%
Savant Capital, LLC	7.64K	Jun 30, 26	+676	0.05%
Kestra Advisory Services, LLC	7.18K	Jun 30, 26	-154	0.05%
Stewardship Advisors, LLC	7.16K	Jun 30, 26	+50	0.05%
RFG Advisory, LLC	7.14K	Jun 30, 26	-504	0.05%
Golden State Wealth Management, LLC	6.80K	Jun 30, 26	+784	0.05%
Pathway Financial Advisors LLC	6.59K	Jun 30, 26	+653	0.05%
Pensionmark Financial Group, LLC	6.39K	Jun 30, 26	--	0.04%
Ariadne Wealth Management, LP	6.17K	Jun 30, 26	+13	0.04%
Aptus Capital Advisors, LLC	6.08K	Jun 30, 26	+26	0.04%
Haverford Trust Co	6.05K	Jun 30, 26	--	0.04%
SAGESPRING WEALTH PARTNERS, LLC	5.92K	Jun 30, 26	+152	0.04%
Ascent Group, LLC	5.87K	Jun 30, 26	+321	0.04%
Central Pacific Bank - Trust Division	5.85K	Jun 30, 26	--	0.04%
Wealth Alliance	5.79K	Jun 30, 26	-114	0.04%
OpenArc Corporate Advisory, LLC	5.57K	Jun 30, 26	+195	0.04%
Regal Investment Advisors LLC	5.47K	Jun 30, 26	+58	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	5.17K	Jun 30, 26	+683	0.04%
Betterment LLC	4.97K	Jun 30, 26	-1.66K	0.03%
Carnegie Capital Asset Management, LLC	4.87K	Jun 30, 26	+4.87K	0.03%
MISSION WEALTH MANAGEMENT, LP	4.71K	Jun 30, 26	+4.71K	0.03%
Savvy Advisors, Inc.	4.61K	Jun 30, 26	+744	0.03%
Main Street Financial Solutions, LLC	4.46K	Jun 30, 26	+76	0.03%
ONE WEALTH CAPITAL MANAGEMENT, LLC	4.29K	Jun 30, 26	+363	0.03%
National Wealth Management Group, LLC	4.28K	Jun 30, 26	-76	0.03%
Keystone Financial Services	4.25K	Jun 30, 26	+408	0.03%
CoreCap Advisors, LLC	4.24K	Jun 30, 26	+114	0.03%
EverSource Wealth Advisors, LLC	4.22K	Jun 30, 26	+719	0.03%
Brookstone Capital Management	4.21K	Jun 30, 26	-48	0.03%
Optas, LLC	4.12K	Jun 30, 26	-3.98K	0.03%
Hoxton Planning & Management, LLC	4.11K	Jun 30, 26	+719	0.03%
Miracle Mile Advisors, LLC	4.08K	Jun 30, 26	-27	0.03%
ZENITH SOLUTIONS, INC.	4.07K	Jun 30, 26	+4.07K	0.03%
KWB Wealth	4.00K	Jun 30, 26	+4.00K	0.03%
Navigation Group, LLC	3.98K	Jun 30, 26	+145	0.03%
WILEY BROS.-AINTREE CAPITAL, LLC	3.91K	Jun 30, 26	+372	0.03%
CITIZENS FINANCIAL GROUP INC/RI	3.90K	Jun 30, 26	+3.90K	0.03%
Concurrent Investment Advisors, LLC	3.88K	Jun 30, 26	+848	0.03%
FLAGSHIP HARBOR ADVISORS, LLC	3.80K	Jun 30, 26	-172	0.03%
Portfolio Design Labs, LLC	3.77K	Jun 30, 26	--	0.03%
WEALTHGARDEN F.S. LLC	3.74K	Jun 30, 26	-111	0.03%
AGF MANAGEMENT LTD	3.70K	Jun 30, 26	-400	0.03%
LifePlan Investment Advisors, Inc.	3.67K	Jun 30, 26	-209	0.03%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3.63K	Jun 30, 26	--	0.03%
Human Investing LLC	3.61K	Jun 30, 26	-1	0.03%
Sage Financial Management Group, Inc.	3.51K	Jun 30, 26	-1.07K	0.02%
LIFELONG WEALTH ADVISORS, INC.	3.48K	Jun 30, 26	+3.48K	0.02%
Pine Harbor Wealth Management, LLC	3.46K	Jun 30, 26	--	0.02%
SOA Wealth Advisors, LLC.	3.43K	Jun 30, 26	+5	0.02%
Ashton Thomas Private Wealth, LLC	3.38K	Jun 30, 26	+2.43K	0.02%
Gateway Wealth Partners, LLC	3.33K	Jun 30, 26	-2.86K	0.02%
RCS Financial Planning, LLC	3.32K	Jun 30, 26	-74	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	3.31K	Jun 30, 26	+570	0.02%
Diversify Advisory Services, LLC	3.31K	Jun 30, 26	+3.31K	0.02%
THEORY FINANCIAL LLC	3.31K	Jun 30, 26	+305	0.02%
OLD SECOND NATIONAL BANK OF AURORA	3.28K	Jun 30, 26	--	0.02%
PFG Investments, LLC	3.25K	Jun 30, 26	-686	0.02%
West Wealth Group, LLC	3.22K	Jun 30, 26	+216	0.02%
SRS Capital Advisors, Inc.	3.19K	Jun 30, 26	+691	0.02%
Eqis Capital Management, Inc.	3.13K	Jun 30, 26	+27	0.02%
Atria Investments, Inc	3.07K	Jun 30, 26	-695	0.02%
Mariner, LLC	3.02K	Jun 30, 26	-6.81K	0.02%
Valmark Advisers, Inc.	2.99K	Jun 30, 26	--	0.02%
Quantinno Capital Management LP	2.97K	Jun 30, 26	--	0.02%
Cornerstone Planning Group LLC	2.87K	Jun 30, 26	+271	0.02%
RKL Wealth Management LLC	2.87K	Jun 30, 26	+34	0.02%
Hills Bank & Trust Co	2.86K	Jun 30, 26	+2.86K	0.02%
ALESCO ADVISORS LLC	2.86K	Jun 30, 26	--	0.02%
Aufman Associates Inc	2.84K	Jun 30, 26	+21	0.02%
Maia Wealth LLC	2.77K	Jun 30, 26	+2.77K	0.02%
ENDEAVOR PRIVATE WEALTH, INC.	2.73K	Jun 30, 26	+2.73K	0.02%
AIRE ADVISORS, LLC	2.70K	Jun 30, 26	+5	0.02%
Capital Analysts, LLC	2.66K	Jun 30, 26	+511	0.02%
JONES FINANCIAL COMPANIES LLLP	2.65K	Jun 30, 26	+513	0.02%
Snowden Capital Advisors LLC	2.63K	Jun 30, 26	+2.63K	0.02%
M&T BANK CORP	2.60K	Jun 30, 26	+2.60K	0.02%
CreativeOne Wealth, LLC	2.60K	Jun 30, 26	-2.64K	0.02%
Godfrey Financial Associates, Inc.	2.57K	Jun 30, 26	+7	0.02%
Sterling Investment Counsel, LLC	2.55K	Jun 30, 26	+2.55K	0.02%
Biltmore Family Office, LLC	2.50K	Jun 30, 26	--	0.02%
COLTON GROOME FINANCIAL ADVISORS, LLC	2.48K	Jun 30, 26	+2.48K	0.02%
Pekin Hardy Strauss, Inc.	2.44K	Jun 30, 26	+2.44K	0.02%
Keener Financial Planning LLC	2.43K	Jun 30, 26	+2.43K	0.02%
Focus Financial Network, Inc.	2.39K	Jun 30, 26	+2.39K	0.02%
MBE Wealth Management, LLC	2.39K	Jun 30, 26	+2.39K	0.02%
Milestone Investment Advisors LLC	2.33K	Jun 30, 26	-5	0.02%
AE Wealth Management LLC	2.32K	Jun 30, 26	+883	0.02%
Rossmore Private Capital	2.22K	Jun 30, 26	--	0.02%
Gen-Wealth Partners Inc	2.03K	Jun 30, 26	+383	0.01%
HARBOUR INVESTMENTS, INC.	2.02K	Jun 30, 26	+22	0.01%
US BANCORP \DE\	2.00K	Jun 30, 26	--	0.01%
BANK OF MONTREAL /CAN/	1.93K	Jun 30, 26	+249	0.01%
MERCER GLOBAL ADVISORS INC /ADV	1.92K	Jun 30, 26	+1.92K	0.01%
Physician Wealth Advisors, Inc.	1.78K	Jun 30, 26	+83	0.01%
NBT BANK N A /NY	1.65K	Jun 30, 26	-163	0.01%
Acropolis Investment Management, LLC	1.44K	Jun 30, 26	--	0.01%
PRUDENTIAL PLC	1.38K	Jun 30, 26	-712	0.01%
RAELIPSKIE PARTNERSHIP	1.35K	Jun 30, 26	--	0.01%
MOGY JOEL R INVESTMENT COUNSEL INC	1.26K	Jun 30, 26	--	0.01%
Rockefeller Capital Management L.P.	1.16K	Jun 30, 26	+62	0.01%
Transamerica Financial Advisors, Inc.	1.16K	Jun 30, 26	+600	0.01%
GGM Financials LLC	1.11K	Jun 30, 26	+1.11K	0.01%
Armor Investment Advisors, LLC	991	Jun 30, 26	--	0.01%
CDKV HOLDINGS LLC	900	Jun 30, 26	-585	0.01%
JFS WEALTH ADVISORS, LLC	883	Jun 30, 26	-16	0.01%
FIDUCIARY FINANCIAL ADVISORS	881	Jun 30, 26	+881	0.01%
Rossby Financial, LCC	835	Jun 30, 26	+37	0.01%
FIFTH THIRD BANCORP	827	Jun 30, 26	--	0.01%
Hanson & Doremus Investment Management	782	Jun 30, 26	--	0.01%
Founders Financial Alliance, LLC	676	Jun 30, 26	+676	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	664	Jun 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	589	Jun 30, 26	+170	0.00%
Medallion Wealth Advisors, LLC	565	Jun 30, 26	-57	0.00%
Continuum Advisory, LLC	493	Jun 30, 26	+493	0.00%
SHP Wealth Management	478	Jun 30, 26	--	0.00%
Highland Investment Advisors LLC	450	Jun 30, 26	+450	0.00%
BIRCHBROOK, INC.	416	Jun 30, 26	+5	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	331	Jun 30, 26	-9	0.00%
Oakmont Advisory Group, LLC	289	Jun 30, 26	+289	0.00%
Dunhill Financial, LLC	284	Jun 30, 26	-547	0.00%
Parallel Advisors, LLC	264	Jun 30, 26	+253	0.00%
EFG International AG	238	Jun 30, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	209	Jun 30, 26	-470	0.00%
CVA Family Office, LLC	197	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	178	Jun 30, 26	--	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	175	Jun 30, 26	--	0.00%
IFG Advisory, LLC	172	Jun 30, 26	+172	0.00%
Commonwealth Retirement Investments LLC	168	Jun 30, 26	+168	0.00%
First Bancorp, Inc /ME/	168	Jun 30, 26	+168	0.00%
Noble Wealth Management PBC	166	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	159	Jun 30, 26	+159	0.00%
Timbuktu Capital Management, LLC	131	Jun 30, 26	+131	0.00%
Buck Wealth Strategies, LLC	131	Jun 30, 26	+131	0.00%
1 NORTH WEALTH SERVICES LLC	130	Jun 30, 26	--	0.00%
WealthShield Partners, LLC	119	Jun 30, 26	+4	0.00%
MATHER GROUP, LLC.	117	Jun 30, 26	+17	0.00%
Kilter Group LLC	112	Jun 30, 26	+1	0.00%
BFSG, LLC	88	Jun 30, 26	--	0.00%
Sankala Group LLC	70	Jun 30, 26	-14	0.00%
IFP Advisors, Inc	69	Jun 30, 26	+49	0.00%
Morton Brown Family Wealth, LLC	60	Jun 30, 26	--	0.00%
WOLFF WIESE MAGANA LLC	58	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	51	Jun 30, 26	+51	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	50	Jun 30, 26	+28	0.00%
Federation des caisses Desjardins du Quebec	35	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	16	Jun 30, 26	--	0.00%
Key Capital Management, INC	15	Jun 30, 26	--	0.00%
Anchor Bay Capital, Inc.	15	Jun 30, 26	+15	0.00%
Smartleaf Asset Management LLC	5	Jun 30, 26	--	0.00%
ZACKS INVESTMENT MANAGEMENT	--	Jun 30, 26	-2.76K	--
Advisory Services Network, LLC	--	Jun 30, 26	-1.10K	--
CI Private Wealth, LLC	--	Jun 30, 26	-33.05K	--
Investor's Fiduciary Advisor Network, LLC	--	Jun 30, 26	-6.88K	--
J. Mark Nickell & Co.	--	Jun 30, 26	-2.77K	--
MCCARTER PRIVATE WEALTH SERVICES LLC	--	Jun 30, 26	-3.78K	--
Golden State Equity Partners	--	Jun 30, 26	-1.76K	--
Raleigh Capital Management Inc.	--	Jun 30, 26	-9	--
Larson Financial Group LLC	--	Jun 30, 26	-13	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-609	--
Fortis Capital Advisors, LLC	--	Jun 30, 26	-3.78K	--
TORONTO DOMINION BANK	--	Jun 30, 26	-32	--
GTS SECURITIES LLC	--	Jun 30, 26	-14.94K	--
Belpointe Asset Management LLC	--	Jun 30, 26	-3.78K	--
Ameritas Advisory Services, LLC	--	Jun 30, 26	-5.61K	--
Western Wealth Management, LLC	--	Jun 30, 26	-727	--
Clarity Asset Management, Inc.	--	Jun 30, 26	-47	--
XY Planning Network, Inc.	--	Jun 30, 26	-24.82K	--
Financial Connections Group, Inc.	75.28K	Mar 31, 26	-1.89K	0.52%
CWM, LLC	55.67K	Mar 31, 26	+7.11K	0.39%
Opes Wealth Management LLC	20.59K	Mar 31, 26	+620	0.14%
Litman Gregory Wealth Management LLC	1.82K	Dec 31, 25	+1.82K	0.01%
CIBC Private Wealth Group, LLC	446	Dec 31, 25	+446	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	--	0.09%
Copperleaf Capital, LLC	--	Sep 30, 25	-3.93K	--
Parkside Advisors LLC	24.70K	Jun 30, 25	--	0.17%
DOHJ, LLC	18.78K	Jun 30, 25	-11.63K	0.13%
Congress Wealth Management LLC / DE /	17.52K	Jun 30, 25	+2.16K	0.12%
Elios Financial Group Inc.	11.54K	Jun 30, 25	-1.82K	0.08%
AVANTAX ADVISORY SERVICES, INC.	9.50K	Jun 30, 25	+691	0.07%
Parkworth Wealth Management, Inc.	7.03K	Jun 30, 25	+70	0.05%
First Horizon Advisors, Inc.	3.77K	Jun 30, 25	+1.08K	0.03%
Atria Wealth Solutions, Inc.	2.76K	Jun 30, 25	-24.95K	0.02%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	516	Jun 30, 25	+516	0.00%
Capital A Wealth Management, LLC	--	Jun 30, 25	-259	--
Wade Financial Advisory, Inc	20.86K	Mar 31, 25	+440	0.14%
Orion Portfolio Solutions, LLC	10.04K	Mar 31, 25	+10.04K	0.07%
West Coast Financial LLC	8.62K	Mar 31, 25	--	0.06%
Monterey Private Wealth, Inc.	5.40K	Mar 31, 25	--	0.04%
HART & PATTERSON FINANCIAL GROUP LLC	10.32K	Dec 31, 24	+1.35K	0.07%
Maiden Cove Capital, LLC	3.56K	Dec 31, 24	-751	0.02%
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	3.50%
Raymond James Financial Services Advisors, Inc.	5.29K	Sep 30, 24	-234	0.04%
CONCENTRIC WEALTH MANAGEMENT, LLC	4.04K	Sep 30, 24	--	0.03%
FinTrust Capital Advisors, LLC	578	Sep 30, 24	-73	0.00%
BlackRock Inc.	919.77K	Jun 30, 24	-2.29K	6.38%
TCWP LLC	11.97K	Jun 30, 24	-25	0.08%
BENJAMIN F. EDWARDS & COMPANY, INC.	840	Jun 30, 24	+840	0.01%
Cetera Advisor Networks LLC	30.93K	Mar 31, 24	+3.34K	0.21%
Cetera Advisors LLC	16.47K	Mar 31, 24	+8.33K	0.11%
Crestone Asset Management LLC	12.38K	Mar 31, 24	+1.55K	0.09%
Adroit Compliance, LLC	46.70K	Dec 31, 23	+46.70K	0.32%
WEALTHSOURCE PARTNERS, LLC	15.76K	Dec 31, 23	-828	0.11%
DFPG INVESTMENTS, LLC	10.57K	Dec 31, 23	-637	0.07%
3D/L Capital Management, LLC	5.79K	Sep 30, 23	-293	0.04%
Sargent Bickham Lagudis LLC	939	Dec 31, 22	+5	0.01%
55I, LLC	153.37K	Sep 30, 22	+30.16K	1.06%
BALASA DINVERNO & FOLTZ LLC	21.60K	Sep 30, 22	+3.99K	0.15%
American Portfolios Advisors	2.57K	Sep 30, 22	--	0.02%
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

Northwest & Ethical Investments L.P.

3.41M

Jun 30, 26

+3.41M

23.66%

ENVESTNET ASSET MANAGEMENT INC

1.12M

Jun 30, 26

+10.22K

7.75%

IMA Wealth, Inc.

822.26K

Jun 30, 26

+85.62K

5.71%

BlackRock, Inc.

774.64K

Jun 30, 26

-66.34K

5.38%

LPL Financial LLC

416.77K

Jun 30, 26

+57.30K

2.89%

SEI INVESTMENTS CO

389.78K

Jun 30, 26

+15.80K

2.70%

SBE LLC DBA CEDAR COVE WEALTH PARTNERS

245.70K

Jun 30, 26

+8.37K

1.71%

Envestnet Portfolio Solutions, Inc.

214.57K

Jun 30, 26

+2.32K

1.49%

JPMORGAN CHASE & CO

211.76K

Jun 30, 26

+1.08K

1.47%

Allworth Financial LP

179.92K

Jun 30, 26

+1.88K

1.25%

Adviser Investments LLC

152.27K

Jun 30, 26

+3.07K

1.06%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

125.36K

Jun 30, 26

-16.52K

0.87%

Cetera Investment Advisers

113.05K

Jun 30, 26

+1.95K

0.78%

BAILARD, INC.

108.03K

Jun 30, 26

+3.85K

0.75%

Values Added Financial LLC

107.95K

Jun 30, 26

+1.43K

0.75%

PARK AVENUE SECURITIES LLC

104.61K

Jun 30, 26

-2.72K

0.73%

Accredited Investors Inc.

101.69K

Jun 30, 26

+17.06K

0.71%

Apella Capital, LLC

75.66K

Jun 30, 26

-61

0.53%

THRIVENT FINANCIAL FOR LUTHERANS

75.42K

Jun 30, 26

+46.93K

0.52%

REGATTA CAPITAL GROUP, LLC

70.36K

Jun 30, 26

+13.17K

0.49%

MML INVESTORS SERVICES, LLC

69.21K

Jun 30, 26

+13.38K

0.48%

HighTower Advisors, LLC

68.59K

Jun 30, 26

+5.03K

0.48%

Invera Wealth Advisors, LLC

67.31K

Jun 30, 26

+826

0.47%

Balanced Rock Investment Advisor

62.99K

Jun 30, 26

+656

0.44%

ROYAL BANK OF CANADA

59.38K

Jun 30, 26

+10.89K

0.41%

SeedSafe Financial LLC

56.70K

Jun 30, 26

+6.04K

0.39%

Modern Wealth Management, LLC

54.84K

Jun 30, 26

+7.78K

0.38%

UBS Group AG

53.99K

Jun 30, 26

-96

0.37%

Walkner Condon Financial Advisors LLC

48.44K

Jun 30, 26

-602

0.34%

TD Waterhouse Canada Inc.

43.72K

Jun 30, 26

0.30%

SOFI WEALTH, LLC

43.13K

Jun 30, 26

+9.54K

0.30%

Atlantic Private Wealth, LLC

42.92K

Jun 30, 26

-1.27K

0.30%

Equita Financial Network, Inc.

42.43K

Jun 30, 26

+3.01K

0.29%

FMR LLC

42.39K

Jun 30, 26

-937

0.29%

Decker Retirement Planning Inc.

39.44K

Jun 30, 26

+5.18K

0.27%

Janney Montgomery Scott LLC

39.28K

Jun 30, 26

+1.28K

0.27%

ALBION FINANCIAL GROUP /UT

38.66K

Jun 30, 26

+168

0.27%

FLOW TRADERS U.S. LLC

38.31K

Jun 30, 26

+38.31K

0.27%

Beacon Pointe Advisors, LLC

37.59K

Jun 30, 26

+7.29K

0.26%

ADVISOR GROUP HOLDINGS, INC.

35.68K

Jun 30, 26

+6.13K

0.25%

Robertson Stephens Wealth Management, LLC

35.59K

Jun 30, 26

+2.46K

0.25%

Atwater Malick LLC

34.84K

Jun 30, 26

+1.64K

0.24%

Fiera Capital Corp

34.31K

Jun 30, 26

0.24%

Westfuller Advisors, LLC

32.13K

Jun 30, 26

-254

0.22%

ASSETMARK, INC

30.95K

Jun 30, 26

+1.55K

0.21%

NorthRock Partners, LLC

30.83K

Jun 30, 26

+59

0.21%

One Wealth Advisors, LLC

30.15K

Jun 30, 26

+745

0.21%

JANE STREET GROUP, LLC

30.12K

Jun 30, 26

+10.00K

0.21%

Avise Financial Cooperative, Inc.

28.21K

Jun 30, 26

+21.48K

0.20%

Pathstone Holdings, LLC

28.05K

Jun 30, 26

+1.91K

0.19%

Integrated Wealth Concepts LLC

27.73K

Jun 30, 26

+2.36K

0.19%

WELLS FARGO & COMPANY/MN

26.96K

Jun 30, 26

+3.08K

0.19%

Arjuna Capital

24.26K

Jun 30, 26

-6.82K

0.17%

Resources Investment Advisors, LLC.

23.47K

Jun 30, 26

+32

0.16%

Cambridge Investment Research Advisors, Inc.

23.29K

Jun 30, 26

+2.10K

0.16%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

23.00K

Jun 30, 26

+876

0.16%

BANK OF AMERICA CORP /DE/

22.62K

Jun 30, 26

+647

0.16%

COMMONWEALTH EQUITY SERVICES, LLC

22.17K

Jun 30, 26

+943

0.15%

GeoWealth Management, LLC

22.06K

Jun 30, 26

+3.82K

0.15%

BROWN ADVISORY INC

22.05K

Jun 30, 26

+18.05K

0.15%

EP Wealth Advisors, LLC

21.86K

Jun 30, 26

+21.86K

0.15%

Archer Investment Management, LLC

21.61K

Jun 30, 26

-1.92K

0.15%

GOULD ASSET MANAGEMENT LLC /CA/

20.67K

Jun 30, 26

0.14%

Sanctuary Advisors, LLC

20.20K

Jun 30, 26

+1.68K

0.14%

WARNER FINANCIAL, INC

20.03K

Jun 30, 26

+1.45K

0.14%

Shotwell Rutter Baer Inc

19.64K

Jun 30, 26

-23

0.14%

TWIN FOCUS CAPITAL PARTNERS, LLC

19.08K

Jun 30, 26

+19.08K

0.13%

Creative Planning

18.93K

Jun 30, 26

+2.31K

0.13%

FIGURE 8 INVESTMENT STRATEGIES LLC

18.84K

Jun 30, 26

+1.93K

0.13%

First Pacific Financial

18.82K

Jun 30, 26

-471

0.13%

Merit Financial Group, LLC

18.21K

Jun 30, 26

+1.72K

0.13%

Plancorp, LLC

18.06K

Jun 30, 26

-105

0.13%

Fairlight Advisors

18.02K

Jun 30, 26

+18.02K

0.13%

GOLDMAN SACHS GROUP INC

17.67K

Jun 30, 26

-37.81K

0.12%

Revolve Wealth Partners, LLC

17.65K

Jun 30, 26

-483

0.12%

Perigon Wealth Management, LLC

16.96K

Jun 30, 26

+1.89K

0.12%

Cornerstone Financial Management LLC

16.90K

Jun 30, 26

+960

0.12%

Urban Financial Advisory Corp

16.43K

Jun 30, 26

+5.83K

0.11%

Farther Finance Advisors, LLC

16.25K

Jun 30, 26

+2.23K

0.11%

Horst & Graben Wealth Management LLC

16.11K

Jun 30, 26

+320

0.11%

Lido Advisors, LLC

15.48K

Jun 30, 26

-594

0.11%

Stratos Wealth Partners, LTD.

15.38K

Jun 30, 26

+1.72K

0.11%

Equitable Holdings, Inc.

15.00K

Jun 30, 26

+210

0.10%

Bank of New York Mellon Corp

14.66K

Jun 30, 26

-479

0.10%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

14.33K

Jun 30, 26

-1.54K

0.10%

NewEdge Advisors, LLC

14.21K

Jun 30, 26

+3.72K

0.10%

FRANKLIN RESOURCES INC

13.94K

Jun 30, 26

0.10%

Sharkey, Howes & Javer

13.91K

Jun 30, 26

-704

0.10%

VERITY Wealth Advisors

13.43K

Jun 30, 26

+92

0.09%

SUMMIT WEALTH GROUP LLC / CO

13.39K

Jun 30, 26

-77

0.09%

Ally Invest Advisors Inc.

13.37K

Jun 30, 26

+863

0.09%

LAZARD ASSET MANAGEMENT LLC

13.21K

Jun 30, 26

0.09%

Moors & Cabot, Inc.

13.03K

Jun 30, 26

+189

0.09%

RAYMOND JAMES FINANCIAL INC

12.99K

Jun 30, 26

+132

0.09%

Brinker Capital Investments, LLC

12.95K

Jun 30, 26

+1.30K

0.09%

Steward Partners Investment Advisory, LLC

12.65K

Jun 30, 26

+1.07K

0.09%

Diversified Trust Co

12.28K

Jun 30, 26

0.09%

SigFig Wealth Management, LLC

11.87K

Jun 30, 26

+88

0.08%

Davis Wealth Advisors, LLC

11.33K

Jun 30, 26

+1.75K

0.08%

Private Advisor Group, LLC

10.95K

Jun 30, 26

+4.56K

0.08%

Magnus Financial Group LLC

10.65K

Jun 30, 26

+128

0.07%

MGO ONE SEVEN LLC

9.99K

Jun 30, 26

-51

0.07%

Vise Technologies, Inc.

9.68K

Jun 30, 26

+9.68K

0.07%

MORGAN STANLEY

9.52K

Jun 30, 26

+429

0.07%

MAI Capital Management

9.51K

Jun 30, 26

+1.49K

0.07%

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

9.15K

Jun 30, 26

0.06%

JMG Financial Group, Ltd.

9.04K

Jun 30, 26

-185

0.06%

Cerity Partners LLC

8.77K

Jun 30, 26

-9.41K

0.06%

Skyline Advisors, Inc.

8.63K

Jun 30, 26

-1.26K

0.06%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

8.14K

Jun 30, 26

+8.14K

0.06%

Clearstead Advisors, LLC

8.13K

Jun 30, 26

-66.38K

0.06%

Connecticut Wealth Management, LLC

7.91K

Jun 30, 26

+3.15K

0.05%

Klaas Financial Asset Advisors, LLC

7.76K

Jun 30, 26

-66

0.05%

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

7.71K

Jun 30, 26

-517

0.05%

MA Private Wealth

7.65K

Jun 30, 26

-346

0.05%

Savant Capital, LLC

7.64K

Jun 30, 26

+676

0.05%

Kestra Advisory Services, LLC

7.18K

Jun 30, 26

-154

0.05%

Stewardship Advisors, LLC

7.16K

Jun 30, 26

+50

0.05%

RFG Advisory, LLC

7.14K

Jun 30, 26

-504

0.05%

Golden State Wealth Management, LLC

6.80K

Jun 30, 26

+784

0.05%

Pathway Financial Advisors LLC

6.59K

Jun 30, 26

+653

0.05%

Pensionmark Financial Group, LLC

6.39K

Jun 30, 26

0.04%

Ariadne Wealth Management, LP

6.17K

Jun 30, 26

+13

0.04%

Aptus Capital Advisors, LLC

6.08K

Jun 30, 26

+26

0.04%

Haverford Trust Co

6.05K

Jun 30, 26

0.04%

SAGESPRING WEALTH PARTNERS, LLC

5.92K

Jun 30, 26

+152

0.04%

Ascent Group, LLC

5.87K

Jun 30, 26

+321

0.04%

Central Pacific Bank - Trust Division

5.85K

Jun 30, 26

0.04%

Wealth Alliance

5.79K

Jun 30, 26

-114

0.04%

OpenArc Corporate Advisory, LLC

5.57K

Jun 30, 26

+195

0.04%

Regal Investment Advisors LLC

5.47K

Jun 30, 26

+58

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

5.17K

Jun 30, 26

+683

0.04%

Betterment LLC

4.97K

Jun 30, 26

-1.66K

0.03%

Carnegie Capital Asset Management, LLC

4.87K

Jun 30, 26

+4.87K

0.03%

MISSION WEALTH MANAGEMENT, LP

4.71K

Jun 30, 26

+4.71K

0.03%

Savvy Advisors, Inc.

4.61K

Jun 30, 26

+744

0.03%

Main Street Financial Solutions, LLC

4.46K

Jun 30, 26

+76

0.03%

ONE WEALTH CAPITAL MANAGEMENT, LLC

4.29K

Jun 30, 26

+363

0.03%

National Wealth Management Group, LLC

4.28K

Jun 30, 26

-76

0.03%

Keystone Financial Services

4.25K

Jun 30, 26

+408

0.03%

CoreCap Advisors, LLC

4.24K

Jun 30, 26

+114

0.03%

EverSource Wealth Advisors, LLC

4.22K

Jun 30, 26

+719

0.03%

Brookstone Capital Management

4.21K

Jun 30, 26

-48

0.03%

Optas, LLC

4.12K

Jun 30, 26

-3.98K

0.03%

Hoxton Planning & Management, LLC

4.11K

Jun 30, 26

+719

0.03%

Miracle Mile Advisors, LLC

4.08K

Jun 30, 26

-27

0.03%

ZENITH SOLUTIONS, INC.

4.07K

Jun 30, 26

+4.07K

0.03%

KWB Wealth

4.00K

Jun 30, 26

+4.00K

0.03%

Navigation Group, LLC

3.98K

Jun 30, 26

+145

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

3.91K

Jun 30, 26

+372

0.03%

CITIZENS FINANCIAL GROUP INC/RI

3.90K

Jun 30, 26

+3.90K

0.03%

Concurrent Investment Advisors, LLC

3.88K

Jun 30, 26

+848

0.03%

FLAGSHIP HARBOR ADVISORS, LLC

3.80K

Jun 30, 26

-172

0.03%

Portfolio Design Labs, LLC

3.77K

Jun 30, 26

0.03%

WEALTHGARDEN F.S. LLC

3.74K

Jun 30, 26

-111

0.03%

AGF MANAGEMENT LTD

3.70K

Jun 30, 26

-400

0.03%

LifePlan Investment Advisors, Inc.

3.67K

Jun 30, 26

-209

0.03%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

3.63K

Jun 30, 26

0.03%

Human Investing LLC

3.61K

Jun 30, 26

-1

0.03%

Sage Financial Management Group, Inc.

3.51K

Jun 30, 26

-1.07K

0.02%

LIFELONG WEALTH ADVISORS, INC.

3.48K

Jun 30, 26

+3.48K

0.02%

Pine Harbor Wealth Management, LLC

3.46K

Jun 30, 26

0.02%

SOA Wealth Advisors, LLC.

3.43K

Jun 30, 26

0.02%

Ashton Thomas Private Wealth, LLC

3.38K

Jun 30, 26

+2.43K

0.02%

Gateway Wealth Partners, LLC

3.33K

Jun 30, 26

-2.86K

0.02%

RCS Financial Planning, LLC

3.32K

Jun 30, 26

-74

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

3.31K

Jun 30, 26

+570

0.02%

Diversify Advisory Services, LLC

3.31K

Jun 30, 26

+3.31K

0.02%

THEORY FINANCIAL LLC

3.31K

Jun 30, 26

+305

0.02%

OLD SECOND NATIONAL BANK OF AURORA

3.28K

Jun 30, 26

0.02%

PFG Investments, LLC

3.25K

Jun 30, 26

-686

0.02%

West Wealth Group, LLC

3.22K

Jun 30, 26

+216

0.02%

SRS Capital Advisors, Inc.

3.19K

Jun 30, 26

+691

0.02%

Eqis Capital Management, Inc.

3.13K

Jun 30, 26

+27

0.02%

Atria Investments, Inc

3.07K

Jun 30, 26

-695

0.02%

Mariner, LLC

3.02K

Jun 30, 26

-6.81K

0.02%

Valmark Advisers, Inc.

2.99K

Jun 30, 26

0.02%

Quantinno Capital Management LP

2.97K

Jun 30, 26

0.02%

Cornerstone Planning Group LLC

2.87K

Jun 30, 26

+271

0.02%

RKL Wealth Management LLC

2.87K

Jun 30, 26

+34

0.02%

Hills Bank & Trust Co

2.86K

Jun 30, 26

+2.86K

0.02%

ALESCO ADVISORS LLC

2.86K

Jun 30, 26

0.02%

Aufman Associates Inc

2.84K

Jun 30, 26

+21

0.02%

Maia Wealth LLC

2.77K

Jun 30, 26

+2.77K

0.02%

ENDEAVOR PRIVATE WEALTH, INC.

2.73K

Jun 30, 26

+2.73K

0.02%

AIRE ADVISORS, LLC

2.70K

Jun 30, 26

0.02%

Capital Analysts, LLC

2.66K

Jun 30, 26

+511

0.02%

JONES FINANCIAL COMPANIES LLLP

2.65K

Jun 30, 26

+513

0.02%

Snowden Capital Advisors LLC

2.63K

Jun 30, 26

+2.63K

0.02%

M&T BANK CORP

2.60K

Jun 30, 26

+2.60K

0.02%

CreativeOne Wealth, LLC

2.60K

Jun 30, 26

-2.64K

0.02%

Godfrey Financial Associates, Inc.

2.57K

Jun 30, 26

0.02%

Sterling Investment Counsel, LLC

2.55K

Jun 30, 26

+2.55K

0.02%

Biltmore Family Office, LLC

2.50K

Jun 30, 26

0.02%

COLTON GROOME FINANCIAL ADVISORS, LLC

2.48K

Jun 30, 26

+2.48K

0.02%

Pekin Hardy Strauss, Inc.

2.44K

Jun 30, 26

+2.44K

0.02%

Keener Financial Planning LLC

2.43K

Jun 30, 26

+2.43K

0.02%

Focus Financial Network, Inc.

2.39K

Jun 30, 26

+2.39K

0.02%

MBE Wealth Management, LLC

2.39K

Jun 30, 26

+2.39K

0.02%

Milestone Investment Advisors LLC

2.33K

Jun 30, 26

-5

0.02%

AE Wealth Management LLC

2.32K

Jun 30, 26

+883

0.02%

Rossmore Private Capital

2.22K

Jun 30, 26

0.02%

Gen-Wealth Partners Inc

2.03K

Jun 30, 26

+383

0.01%

HARBOUR INVESTMENTS, INC.

2.02K

Jun 30, 26

+22

0.01%

US BANCORP \DE\

2.00K

Jun 30, 26

0.01%

BANK OF MONTREAL /CAN/

1.93K

Jun 30, 26

+249

0.01%

MERCER GLOBAL ADVISORS INC /ADV

1.92K

Jun 30, 26

+1.92K

0.01%

Physician Wealth Advisors, Inc.

1.78K

Jun 30, 26

+83

0.01%

NBT BANK N A /NY

1.65K

Jun 30, 26

-163

0.01%

Acropolis Investment Management, LLC

1.44K

Jun 30, 26

0.01%

PRUDENTIAL PLC

1.38K

Jun 30, 26

-712

0.01%

RAELIPSKIE PARTNERSHIP

1.35K

Jun 30, 26

0.01%

MOGY JOEL R INVESTMENT COUNSEL INC

1.26K

Jun 30, 26

0.01%

Rockefeller Capital Management L.P.

1.16K

Jun 30, 26

+62

0.01%

Transamerica Financial Advisors, Inc.

1.16K

Jun 30, 26

+600

0.01%

GGM Financials LLC

1.11K

Jun 30, 26

+1.11K

0.01%

Armor Investment Advisors, LLC

991

Jun 30, 26

0.01%

CDKV HOLDINGS LLC

900

Jun 30, 26

-585

0.01%

JFS WEALTH ADVISORS, LLC

883

Jun 30, 26

-16

0.01%

FIDUCIARY FINANCIAL ADVISORS

881

Jun 30, 26

+881

0.01%

Rossby Financial, LCC

835

Jun 30, 26

+37

0.01%

FIFTH THIRD BANCORP

827

Jun 30, 26

0.01%

Hanson & Doremus Investment Management

782

Jun 30, 26

0.01%

Founders Financial Alliance, LLC

676

Jun 30, 26

+676

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

664

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

589

Jun 30, 26

+170

0.00%

Medallion Wealth Advisors, LLC

565

Jun 30, 26

-57

0.00%

Continuum Advisory, LLC

493

Jun 30, 26

+493

0.00%

SHP Wealth Management

478

Jun 30, 26

0.00%

Highland Investment Advisors LLC

450

Jun 30, 26

+450

0.00%

BIRCHBROOK, INC.

416

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

331

Jun 30, 26

-9

0.00%

Oakmont Advisory Group, LLC

289

Jun 30, 26

+289

0.00%

Dunhill Financial, LLC

284

Jun 30, 26

-547

0.00%

Parallel Advisors, LLC

264

Jun 30, 26

+253

0.00%

EFG International AG

238

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

209

Jun 30, 26

-470

0.00%

CVA Family Office, LLC

197

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

178

Jun 30, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

175

Jun 30, 26

0.00%

IFG Advisory, LLC

172

Jun 30, 26

+172

0.00%

Commonwealth Retirement Investments LLC

168

Jun 30, 26

+168

0.00%

First Bancorp, Inc /ME/

168

Jun 30, 26

+168

0.00%

Noble Wealth Management PBC

166

Jun 30, 26

0.00%

Global Retirement Partners, LLC

159

Jun 30, 26

+159

0.00%

Timbuktu Capital Management, LLC

131

Jun 30, 26

+131

0.00%

Buck Wealth Strategies, LLC

131

Jun 30, 26

+131

0.00%

1 NORTH WEALTH SERVICES LLC

130

Jun 30, 26

0.00%

WealthShield Partners, LLC

119

Jun 30, 26

0.00%

MATHER GROUP, LLC.

117

Jun 30, 26

+17

0.00%

Kilter Group LLC

112

Jun 30, 26

0.00%

BFSG, LLC

Jun 30, 26

0.00%

Sankala Group LLC

Jun 30, 26

-14

0.00%

IFP Advisors, Inc

Jun 30, 26

+49

0.00%

Morton Brown Family Wealth, LLC

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

+51

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Jun 30, 26

+28

0.00%

Federation des caisses Desjardins du Quebec

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Jun 30, 26

0.00%

Key Capital Management, INC

Jun 30, 26

0.00%

Anchor Bay Capital, Inc.

Jun 30, 26

+15

0.00%

Smartleaf Asset Management LLC

Jun 30, 26

0.00%

ZACKS INVESTMENT MANAGEMENT

Jun 30, 26

-2.76K

Advisory Services Network, LLC

Jun 30, 26

-1.10K

CI Private Wealth, LLC

Jun 30, 26

-33.05K

Investor's Fiduciary Advisor Network, LLC

Jun 30, 26

-6.88K

J. Mark Nickell & Co.

Jun 30, 26

-2.77K

MCCARTER PRIVATE WEALTH SERVICES LLC

Jun 30, 26

-3.78K

Golden State Equity Partners

Jun 30, 26

-1.76K

Raleigh Capital Management Inc.

Jun 30, 26

-9

Larson Financial Group LLC

Jun 30, 26

-13

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-609

Fortis Capital Advisors, LLC

Jun 30, 26

-3.78K

TORONTO DOMINION BANK

Jun 30, 26

-32

GTS SECURITIES LLC

Jun 30, 26

-14.94K

Belpointe Asset Management LLC

Jun 30, 26

-3.78K

Ameritas Advisory Services, LLC

Jun 30, 26

-5.61K

Western Wealth Management, LLC

Jun 30, 26

-727

Clarity Asset Management, Inc.

Jun 30, 26

-47

XY Planning Network, Inc.

Jun 30, 26

-24.82K

Financial Connections Group, Inc.

75.28K

Mar 31, 26

-1.89K

0.52%

CWM, LLC

55.67K

Mar 31, 26

+7.11K

0.39%

Opes Wealth Management LLC

20.59K

Mar 31, 26

+620

0.14%

Litman Gregory Wealth Management LLC

1.82K

Dec 31, 25

+1.82K

0.01%

CIBC Private Wealth Group, LLC

446

Dec 31, 25

+446

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

0.09%

Copperleaf Capital, LLC

Sep 30, 25

-3.93K

Parkside Advisors LLC

24.70K

Jun 30, 25

0.17%

DOHJ, LLC

18.78K

Jun 30, 25

-11.63K

0.13%

Congress Wealth Management LLC / DE /

17.52K

Jun 30, 25

+2.16K

0.12%

Elios Financial Group Inc.

11.54K

Jun 30, 25

-1.82K

0.08%

AVANTAX ADVISORY SERVICES, INC.

9.50K

Jun 30, 25

+691

0.07%

Parkworth Wealth Management, Inc.

7.03K

Jun 30, 25

+70

0.05%

First Horizon Advisors, Inc.

3.77K

Jun 30, 25

+1.08K

0.03%

Atria Wealth Solutions, Inc.

2.76K

Jun 30, 25

-24.95K

0.02%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

516

Jun 30, 25

+516

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-259

Wade Financial Advisory, Inc

20.86K

Mar 31, 25

+440

0.14%

Orion Portfolio Solutions, LLC

10.04K

Mar 31, 25

+10.04K

0.07%

West Coast Financial LLC

8.62K

Mar 31, 25

0.06%

Monterey Private Wealth, Inc.

5.40K

Mar 31, 25

0.04%

HART & PATTERSON FINANCIAL GROUP LLC

10.32K

Dec 31, 24

+1.35K

0.07%

Maiden Cove Capital, LLC

3.56K

Dec 31, 24

-751

0.02%

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

3.50%

Raymond James Financial Services Advisors, Inc.

5.29K

Sep 30, 24

-234

0.04%

CONCENTRIC WEALTH MANAGEMENT, LLC

4.04K

Sep 30, 24

0.03%

FinTrust Capital Advisors, LLC

578

Sep 30, 24

-73

0.00%

BlackRock Inc.

919.77K

Jun 30, 24

-2.29K

6.38%

TCWP LLC

11.97K

Jun 30, 24

-25

0.08%

BENJAMIN F. EDWARDS & COMPANY, INC.

840

Jun 30, 24

+840

0.01%

Cetera Advisor Networks LLC

30.93K

Mar 31, 24

+3.34K

0.21%

Cetera Advisors LLC

16.47K

Mar 31, 24

+8.33K

0.11%

Crestone Asset Management LLC

12.38K

Mar 31, 24

+1.55K

0.09%

Adroit Compliance, LLC

46.70K

Dec 31, 23

+46.70K

0.32%

WEALTHSOURCE PARTNERS, LLC

15.76K

Dec 31, 23

-828

0.11%

DFPG INVESTMENTS, LLC

10.57K

Dec 31, 23

-637

0.07%

3D/L Capital Management, LLC

5.79K

Sep 30, 23

-293

0.04%

Sargent Bickham Lagudis LLC

939

Dec 31, 22

0.01%

55I, LLC

153.37K

Sep 30, 22

+30.16K

1.06%

BALASA DINVERNO & FOLTZ LLC

21.60K

Sep 30, 22

+3.99K

0.15%

American Portfolios Advisors

2.57K

Sep 30, 22

0.02%

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%