iShares ESG Aware MSCI USA Small-Cap ETF(ESML)

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iShares ESG Aware MSCI USA Small-Cap ETF(ESML)

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$55.69—

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ESML(ESML)

ESML

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Institutional Ownership

Top 583 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	8.83M	Jun 30, 26	+6.77M	20.12%
FMR LLC	3.49M	Jun 30, 26	+246.25K	7.94%
NORTHERN TRUST CORP	2.15M	Jun 30, 26	+44.26K	4.90%
Betterment LLC	1.78M	Jun 30, 26	-13.14K	4.05%
Creative Planning	1.59M	Jun 30, 26	+21.75K	3.62%
GOLDMAN SACHS GROUP INC	1.16M	Jun 30, 26	+1.73K	2.64%
FIDUCIARY TRUST CO	853.55K	Jun 30, 26	-668	1.94%
M&T BANK CORP	804.01K	Jun 30, 26	+182.40K	1.83%
Vontobel Holding Ltd.	800.00K	Jun 30, 26	--	1.82%
BlackRock, Inc.	677.36K	Jun 30, 26	-66.48K	1.54%
WELLS FARGO & COMPANY/MN	674.30K	Jun 30, 26	-47.13K	1.54%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	650.27K	Jun 30, 26	-58.72K	1.48%
Acorns Advisers, LLC	639.45K	Jun 30, 26	-1.80K	1.46%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	621.44K	Jun 30, 26	+13.19K	1.42%
ROYAL BANK OF CANADA	537.22K	Jun 30, 26	-7.17K	1.22%
UBS Group AG	536.02K	Jun 30, 26	+22.32K	1.22%
LPL Financial LLC	506.21K	Jun 30, 26	+75.47K	1.15%
AMERIPRISE FINANCIAL INC	472.42K	Jun 30, 26	-9.43K	1.08%
Sand Hill Global Advisors, LLC	457.06K	Jun 30, 26	-15.34K	1.04%
SEI INVESTMENTS CO	450.96K	Jun 30, 26	-2.38K	1.03%
PNC FINANCIAL SERVICES GROUP, INC.	391.01K	Jun 30, 26	+9.14K	0.89%
COMMONWEALTH EQUITY SERVICES, LLC	346.25K	Jun 30, 26	+16.52K	0.79%
Accredited Investors Inc.	302.15K	Jun 30, 26	+2.96K	0.69%
HighTower Advisors, LLC	296.36K	Jun 30, 26	-11.65K	0.68%
Modera Wealth Management, LLC	288.30K	Jun 30, 26	+922	0.66%
Pathstone Holdings, LLC	277.45K	Jun 30, 26	-184.08K	0.63%
Wealth Architects, LLC	277.44K	Jun 30, 26	-5.70K	0.63%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	260.27K	Jun 30, 26	-2.26K	0.59%
EP Wealth Advisors, LLC	253.06K	Jun 30, 26	+29.18K	0.58%
ENVESTNET ASSET MANAGEMENT INC	187.23K	Jun 30, 26	+39.31K	0.43%
STIFEL FINANCIAL CORP	184.72K	Jun 30, 26	+2.68K	0.42%
RAYMOND JAMES FINANCIAL INC	182.42K	Jun 30, 26	+26.85K	0.42%
BAILARD, INC.	176.75K	Jun 30, 26	-2.95K	0.40%
MISSION WEALTH MANAGEMENT, LP	172.99K	Jun 30, 26	+6.49K	0.39%
FLPUTNAM INVESTMENT MANAGEMENT CO	167.16K	Jun 30, 26	-9.64K	0.38%
JONES FINANCIAL COMPANIES LLLP	163.12K	Jun 30, 26	+24.73K	0.37%
MERCER GLOBAL ADVISORS INC /ADV	148.36K	Jun 30, 26	+32.45K	0.34%
Financial Engines Advisors L.L.C.	144.77K	Jun 30, 26	-6.21K	0.33%
Ally Invest Advisors Inc.	144.26K	Jun 30, 26	-350	0.33%
NorthRock Partners, LLC	137.77K	Jun 30, 26	-629	0.31%
REGATTA CAPITAL GROUP, LLC	136.23K	Jun 30, 26	+4.43K	0.31%
Stanich Group LLC	135.26K	Jun 30, 26	+4.96K	0.31%
ALESCO ADVISORS LLC	133.60K	Jun 30, 26	-8.69K	0.30%
MATHER GROUP, LLC.	123.86K	Jun 30, 26	+11.68K	0.28%
Cambridge Investment Research Advisors, Inc.	122.90K	Jun 30, 26	-55.15K	0.28%
Cetera Investment Advisers	119.44K	Jun 30, 26	+6.64K	0.27%
Alaska Wealth Advisors	114.63K	Jun 30, 26	-4.69K	0.26%
Apella Capital, LLC	109.62K	Jun 30, 26	+2.15K	0.25%
Gemmer Asset Management LLC	107.26K	Jun 30, 26	+3.27K	0.24%
Advisory Services Network, LLC	107.25K	Jun 30, 26	+1.39K	0.24%
REGIONS FINANCIAL CORP	105.92K	Jun 30, 26	-37.60K	0.24%
BLUESTEM FINANCIAL ADVISORS, LLC	101.06K	Jun 30, 26	+1.54K	0.23%
Global Retirement Partners, LLC	100.21K	Jun 30, 26	+100.21K	0.23%
CBIZ Investment Advisory Services, LLC	99.94K	Jun 30, 26	--	0.23%
Mariner, LLC	97.42K	Jun 30, 26	+1.36K	0.22%
MORGAN STANLEY	88.49K	Jun 30, 26	+27.89K	0.20%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	87.78K	Jun 30, 26	-1.22K	0.20%
Savant Capital, LLC	87.22K	Jun 30, 26	-10.39K	0.20%
Quent Capital, LLC	85.14K	Jun 30, 26	+7.78K	0.19%
HARBOUR INVESTMENTS, INC.	81.84K	Jun 30, 26	+4.42K	0.19%
TFC Financial Management, Inc.	81.80K	Jun 30, 26	+2.97K	0.19%
TRUIST FINANCIAL CORP	78.61K	Jun 30, 26	+3.57K	0.18%
Decker Retirement Planning Inc.	76.15K	Jun 30, 26	+8.86K	0.17%
Gradient Investments LLC	75.25K	Jun 30, 26	+2.80K	0.17%
Plum Street Advisors, LLC	74.79K	Jun 30, 26	-5.60K	0.17%
CI Private Wealth, LLC	73.84K	Jun 30, 26	+295	0.17%
JPMORGAN CHASE & CO	69.34K	Jun 30, 26	+6.81K	0.16%
Integris Wealth Management, LLC	69.30K	Jun 30, 26	-1.65K	0.16%
ADVISOR GROUP HOLDINGS, INC.	68.01K	Jun 30, 26	+16.14K	0.15%
BEACON INVESTMENT ADVISORY SERVICES, INC.	64.58K	Jun 30, 26	--	0.15%
eCIO, Inc.	64.57K	Jun 30, 26	-4.44K	0.15%
Bond & Devick Financial Network, Inc.	62.12K	Jun 30, 26	+45.26K	0.14%
Miracle Mile Advisors, LLC	61.80K	Jun 30, 26	-2.47K	0.14%
Crestwood Advisors Group LLC	61.69K	Jun 30, 26	-343	0.14%
Financial Services Advisory Inc	61.43K	Jun 30, 26	+39.61K	0.14%
Rockefeller Capital Management L.P.	60.13K	Jun 30, 26	+33.82K	0.14%
Clearstead Advisors, LLC	59.53K	Jun 30, 26	-77.53K	0.14%
Laurel Wealth Planning LLC	58.98K	Jun 30, 26	+623	0.13%
WESBANCO BANK INC	58.94K	Jun 30, 26	+163	0.13%
Vision Capital Management, Inc.	58.78K	Jun 30, 26	-1.63K	0.13%
Colony Group, LLC	55.10K	Jun 30, 26	+3.06K	0.13%
TOMPKINS FINANCIAL CORP	54.84K	Jun 30, 26	+54.84K	0.12%
Haverford Trust Co	53.34K	Jun 30, 26	-6.20K	0.12%
Francis Financial, Inc.	52.83K	Jun 30, 26	-192	0.12%
BECKER CAPITAL MANAGEMENT INC	48.72K	Jun 30, 26	-1.84K	0.11%
Omega Financial Group, LLC	48.70K	Jun 30, 26	-1.87K	0.11%
Wescott Financial Advisory Group, LLC	48.33K	Jun 30, 26	-595	0.11%
Cerity Partners LLC	47.85K	Jun 30, 26	+1.03K	0.11%
GRIMES & COMPANY, INC.	47.48K	Jun 30, 26	+360	0.11%
FRANKLIN RESOURCES INC	47.20K	Jun 30, 26	+817	0.11%
SEEDS INVESTOR LLC	46.90K	Jun 30, 26	+7.11K	0.11%
Allworth Financial LP	46.34K	Jun 30, 26	+1.17K	0.11%
SAGE FINANCIAL GROUP INC	46.33K	Jun 30, 26	+1.18K	0.11%
CITIZENS FINANCIAL GROUP INC/RI	45.38K	Jun 30, 26	-9.20K	0.10%
Relyea Zuckerberg Hanson LLC	44.85K	Jun 30, 26	-453	0.10%
WRAPMANAGER INC	43.62K	Jun 30, 26	+799	0.10%
Wealthcare Advisory Partners LLC	41.79K	Jun 30, 26	+4.00K	0.10%
ASPIRIANT, LLC	40.34K	Jun 30, 26	--	0.09%
Asset Dedication, LLC	40.08K	Jun 30, 26	-2.84K	0.09%
One Capital Management, LLC	38.22K	Jun 30, 26	--	0.09%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	37.73K	Jun 30, 26	+2.61K	0.09%
COLDSTREAM CAPITAL MANAGEMENT INC	36.85K	Jun 30, 26	+6.83K	0.08%
PFG Investments, LLC	36.84K	Jun 30, 26	+9.59K	0.08%
Chicago Partners Investment Group LLC	36.55K	Jun 30, 26	-178	0.08%
Garde Capital, Inc.	35.99K	Jun 30, 26	-559	0.08%
Invera Wealth Advisors, LLC	34.12K	Jun 30, 26	-409	0.08%
Steward Partners Investment Advisory, LLC	34.10K	Jun 30, 26	-708	0.08%
Sequoia Financial Advisors, LLC	33.86K	Jun 30, 26	-6.08K	0.08%
MML INVESTORS SERVICES, LLC	33.37K	Jun 30, 26	+9.96K	0.08%
TIAA TRUST, NATIONAL ASSOCIATION	32.85K	Jun 30, 26	-1.20K	0.07%
BSW Wealth Partners	32.61K	Jun 30, 26	+5.85K	0.07%
Kestra Advisory Services, LLC	31.34K	Jun 30, 26	+2.09K	0.07%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	31.01K	Jun 30, 26	+286	0.07%
Stordahl Capital Management, Inc.	30.92K	Jun 30, 26	--	0.07%
MARQUETTE ASSOCIATES, INC.	30.81K	Jun 30, 26	--	0.07%
MONETA GROUP INVESTMENT ADVISORS LLC	30.59K	Jun 30, 26	-2.57K	0.07%
Robertson Stephens Wealth Management, LLC	30.31K	Jun 30, 26	-6.04K	0.07%
ASSETMARK, INC	29.91K	Jun 30, 26	+3.17K	0.07%
Brookstone Capital Management	29.60K	Jun 30, 26	+1.53K	0.07%
Waverly Advisors, LLC	29.58K	Jun 30, 26	-335	0.07%
Annis Gardner Whiting Capital Advisors, LLC	29.52K	Jun 30, 26	-103	0.07%
AI Financial Services LLC	29.23K	Jun 30, 26	-1.05K	0.07%
Values Added Financial LLC	28.53K	Jun 30, 26	-205	0.06%
Summit Wealth Group, LLC	28.44K	Jun 30, 26	-1.21K	0.06%
AXXCESS WEALTH MANAGEMENT, LLC	27.99K	Jun 30, 26	+27.99K	0.06%
Aptus Capital Advisors, LLC	27.95K	Jun 30, 26	+2.47K	0.06%
Blue Edge Capital, LLC	27.87K	Jun 30, 26	+4.69K	0.06%
Wealth Advisory Team LLC	27.68K	Jun 30, 26	+27.68K	0.06%
Mascoma Wealth Management LLC	27.57K	Jun 30, 26	+3.12K	0.06%
PLANNING ALTERNATIVES LTD /ADV	26.81K	Jun 30, 26	-6	0.06%
CAPTRUST FINANCIAL ADVISORS	26.70K	Jun 30, 26	+1.01K	0.06%
Pine Haven Investment Counsel, Inc	26.67K	Jun 30, 26	+381	0.06%
Towerpoint Wealth, LLC	26.49K	Jun 30, 26	-1.51K	0.06%
SNS Financial Group, LLC	26.04K	Jun 30, 26	+5.99K	0.06%
BANK OF MONTREAL /CAN/	25.83K	Jun 30, 26	+7.19K	0.06%
Topel & Distasi Wealth Management, LLC	25.59K	Jun 30, 26	-1.96K	0.06%
Bell Investment Advisors, Inc	24.77K	Jun 30, 26	-1.06K	0.06%
Freestone Capital Holdings, LLC	24.75K	Jun 30, 26	+4.48K	0.06%
Trilogy Capital Inc.	24.56K	Jun 30, 26	+898	0.06%
Hardy Reed LLC	24.51K	Jun 30, 26	-1.36K	0.06%
Atomi Financial Group, Inc.	24.34K	Jun 30, 26	+4.10K	0.06%
Dorsey & Whitney Trust CO LLC	22.50K	Jun 30, 26	-1.00K	0.05%
Farther Finance Advisors, LLC	22.18K	Jun 30, 26	+5.11K	0.05%
Cascade Financial Partners, LLC	21.96K	Jun 30, 26	--	0.05%
Aufman Associates Inc	21.91K	Jun 30, 26	-154	0.05%
Cranbrook Wealth Management, LLC	21.89K	Jun 30, 26	-738	0.05%
CARY STREET PARTNERS FINANCIAL LLC	21.14K	Jun 30, 26	--	0.05%
Fingerlakes Wealth Management, Inc.	20.73K	Jun 30, 26	+3.10K	0.05%
Bragg Financial Advisors, Inc	20.73K	Jun 30, 26	-764	0.05%
CALIBER WEALTH MANAGEMENT, LLC / KS	20.61K	Jun 30, 26	-512	0.05%
Sound Stewardship, LLC	19.84K	Jun 30, 26	+70	0.05%
Baird Financial Group, Inc.	19.37K	Jun 30, 26	-226	0.04%
WILEY BROS.-AINTREE CAPITAL, LLC	19.34K	Jun 30, 26	+684	0.04%
Private Advisor Group, LLC	19.08K	Jun 30, 26	+9.72K	0.04%
SAX WEALTH ADVISORS, LLC	18.95K	Jun 30, 26	+3.36K	0.04%
CGN Advisors LLC	18.87K	Jun 30, 26	-850	0.04%
Boston Standard Wealth Management, LLC	18.63K	Jun 30, 26	-394	0.04%
NATIXIS ADVISORS, L.P.	18.60K	Jun 30, 26	+3.13K	0.04%
Mason & Associates Inc	18.13K	Jun 30, 26	-49	0.04%
One Day In July LLC	17.82K	Jun 30, 26	-707	0.04%
COMMERCE BANK	17.72K	Jun 30, 26	--	0.04%
Integrated Wealth Concepts LLC	17.71K	Jun 30, 26	+13.32K	0.04%
NewEdge Wealth, LLC	17.69K	Jun 30, 26	+20	0.04%
Parallel Advisors, LLC	17.55K	Jun 30, 26	-1.49K	0.04%
Acropolis Investment Management, LLC	17.48K	Jun 30, 26	-185	0.04%
Moss Adams Wealth Advisors LLC	17.43K	Jun 30, 26	--	0.04%
Stratos Wealth Partners, LTD.	17.08K	Jun 30, 26	+265	0.04%
Tower Research Capital LLC (TRC)	16.85K	Jun 30, 26	-5.21K	0.04%
NewEdge Advisors, LLC	16.56K	Jun 30, 26	+1.87K	0.04%
Great Diamond Partners, LLC	16.55K	Jun 30, 26	+3.29K	0.04%
Brewster Financial Planning LLC	16.41K	Jun 30, 26	-128	0.04%
Northland Capital Management LLC	16.37K	Jun 30, 26	-1.02K	0.04%
Well Done, LLC	16.28K	Jun 30, 26	--	0.04%
Balanced Rock Investment Advisor	15.93K	Jun 30, 26	-3.46K	0.04%
American Trust	15.82K	Jun 30, 26	+1.48K	0.04%
Empower Advisory Group, LLC	15.79K	Jun 30, 26	+85	0.04%
Birch Hill Investment Advisors LLC	15.72K	Jun 30, 26	+1.60K	0.04%
DIVERSIFY WEALTH MANAGEMENT, LLC	15.70K	Jun 30, 26	-1.19K	0.04%
Diversify Advisory Services, LLC	15.70K	Jun 30, 26	+15.70K	0.04%
Portland Global Advisors LLC	15.47K	Jun 30, 26	-1.38K	0.04%
Modern Wealth Management, LLC	15.36K	Jun 30, 26	+1.23K	0.03%
Paragon Capital Management Ltd	15.16K	Jun 30, 26	+1.03K	0.03%
THRIVENT FINANCIAL FOR LUTHERANS	15.09K	Jun 30, 26	-606	0.03%
Opal Wealth Advisors, LLC	15.07K	Jun 30, 26	-154	0.03%
Dunhill Financial, LLC	14.87K	Jun 30, 26	+1.99K	0.03%
Plante Moran Financial Advisors, LLC	14.66K	Jun 30, 26	--	0.03%
Buckingham Strategic Partners	14.54K	Jun 30, 26	+3.02K	0.03%
PDS Planning, Inc	14.43K	Jun 30, 26	-18	0.03%
Shepherd Financial Partners LLC	14.40K	Jun 30, 26	+4	0.03%
Klaas Financial Asset Advisors, LLC	14.36K	Jun 30, 26	-23	0.03%
BROWN ADVISORY INC	14.25K	Jun 30, 26	+452	0.03%
Bank of New York Mellon Corp	14.05K	Jun 30, 26	+14.05K	0.03%
Adviser Investments LLC	13.87K	Jun 30, 26	--	0.03%
Walkner Condon Financial Advisors LLC	13.63K	Jun 30, 26	-78	0.03%
PARK AVENUE SECURITIES LLC	13.46K	Jun 30, 26	-296	0.03%
HILL ISLAND FINANCIAL LLC	13.28K	Jun 30, 26	+2.22K	0.03%
Round Rock Advisors, LLC	13.18K	Jun 30, 26	-435	0.03%
Allodium Investment Consultants, LLC	13.14K	Jun 30, 26	-429	0.03%
Ameritas Investment Partners, Inc.	12.84K	Jun 30, 26	+162	0.03%
EVERGREEN CAPITAL MANAGEMENT LLC	12.81K	Jun 30, 26	-80	0.03%
Affinity Capital Advisors, LLC	12.49K	Jun 30, 26	+2	0.03%
Addison Advisors LLC	12.38K	Jun 30, 26	-26.00K	0.03%
Bangor Savings Bank	12.09K	Jun 30, 26	+179	0.03%
Neuberger Berman Group LLC	11.99K	Jun 30, 26	+319	0.03%
BRANDYWINE OAK PRIVATE WEALTH LLC	11.95K	Jun 30, 26	-858	0.03%
Financial Futures Ltd Liability Co.	11.93K	Jun 30, 26	-1.88K	0.03%
Apollon Wealth Management, LLC	11.83K	Jun 30, 26	+1.44K	0.03%
SRS Capital Advisors, Inc.	11.34K	Jun 30, 26	+8.52K	0.03%
1ST SOURCE BANK	11.14K	Jun 30, 26	+322	0.03%
Brooklyn FI, LLC	11.05K	Jun 30, 26	+872	0.03%
Elwood & Goetz Wealth Advisory Group, LLC	11.02K	Jun 30, 26	-75	0.03%
MORRIS FINANCIAL CONCEPTS, INC.	11.01K	Jun 30, 26	-608	0.03%
MGO ONE SEVEN LLC	10.97K	Jun 30, 26	-15	0.02%
Diversified Trust Co	10.60K	Jun 30, 26	-165	0.02%
Carr Financial Group Corp	10.56K	Jun 30, 26	+627	0.02%
Farmers National Bank	10.36K	Jun 30, 26	+245	0.02%
Aureus Asset Management, LLC	10.34K	Jun 30, 26	+2.54K	0.02%
OLIO Financial Planning	10.25K	Jun 30, 26	-892	0.02%
PRESILIUM PRIVATE WEALTH, LLC	10.14K	Jun 30, 26	+32	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	10.13K	Jun 30, 26	-11.19K	0.02%
CLUNE & ASSOCIATES, LTD.	9.99K	Jun 30, 26	+3.27K	0.02%
Mokosak Advisory Group, LLC	9.99K	Jun 30, 26	+21	0.02%
FOUNDERS FINANCIAL SECURITIES LLC	9.99K	Jun 30, 26	-1.36K	0.02%
MAYPORT, LLC	9.48K	Jun 30, 26	-1.47K	0.02%
Foster Group, Inc.	9.41K	Jun 30, 26	-405	0.02%
ROOF EIDAM & MAYCOCK/ADV	9.35K	Jun 30, 26	--	0.02%
Key FInancial Inc	9.17K	Jun 30, 26	-827	0.02%
DAVENPORT & Co LLC	9.07K	Jun 30, 26	-1.51K	0.02%
TRUEFG, LLC	9.03K	Jun 30, 26	-476	0.02%
United Asset Strategies, Inc.	8.85K	Jun 30, 26	+2.17K	0.02%
Dynamic Advisor Solutions LLC	8.82K	Jun 30, 26	+446	0.02%
Ipsen Advisor Group LLC	8.76K	Jun 30, 26	+248	0.02%
Weinberger Asset Management, Inc	8.72K	Jun 30, 26	+83	0.02%
Tortoise Investment Management, LLC	8.72K	Jun 30, 26	-800	0.02%
WASHINGTON TRUST BANK	8.59K	Jun 30, 26	--	0.02%
Nautilus Advisors LLC	8.47K	Jun 30, 26	--	0.02%
JANE STREET GROUP, LLC	8.29K	Jun 30, 26	+8.29K	0.02%
First Pacific Financial	8.27K	Jun 30, 26	-160	0.02%
Midwest Trust Co	8.20K	Jun 30, 26	-11	0.02%
HB Wealth Management, LLC	8.13K	Jun 30, 26	+8.13K	0.02%
Onyx Bridge Wealth Group LLC	7.91K	Jun 30, 26	+288	0.02%
NWF Advisory Services Inc.	7.89K	Jun 30, 26	+6	0.02%
MAI Capital Management	7.79K	Jun 30, 26	-15	0.02%
Orin Green Financial, LLC	7.74K	Jun 30, 26	+253	0.02%
Richard P Slaughter Associates Inc	7.41K	Jun 30, 26	+236	0.02%
Horizon Investments, LLC	7.36K	Jun 30, 26	-9.97K	0.02%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	7.32K	Jun 30, 26	-182	0.02%
Equita Financial Network, Inc.	7.26K	Jun 30, 26	-619	0.02%
Opulen Financial Group LLC	7.22K	Jun 30, 26	+15	0.02%
Linscomb & Williams, Inc.	7.19K	Jun 30, 26	+1.05K	0.02%
Hills Bank & Trust Co	7.15K	Jun 30, 26	-2	0.02%
Sanctuary Advisors, LLC	7.09K	Jun 30, 26	+2.73K	0.02%
Wells Financial Advisors INC	7.08K	Jun 30, 26	--	0.02%
D. E. Shaw & Co., Inc.	6.83K	Jun 30, 26	-300	0.02%
LWM ADVISORS INC	6.83K	Jun 30, 26	--	0.02%
Pathway Financial Advisors LLC	6.82K	Jun 30, 26	--	0.02%
Ramiah Investment Group	6.80K	Jun 30, 26	+670	0.02%
ST GERMAIN D J CO INC	6.72K	Jun 30, 26	-101	0.02%
CWS Financial Advisors, LLC	6.63K	Jun 30, 26	+3	0.02%
Western Wealth Management, LLC	6.59K	Jun 30, 26	-1.50K	0.02%
GRAND WEALTH MANAGEMENT, LLC	6.58K	Jun 30, 26	+360	0.01%
SUMMIT WEALTH GROUP LLC / CO	6.56K	Jun 30, 26	-149	0.01%
Ryan Investment Management, Inc.	6.55K	Jun 30, 26	+673	0.01%
McKinley Carter Wealth Services, Inc.	6.54K	Jun 30, 26	+140	0.01%
Capital Analysts, LLC	6.47K	Jun 30, 26	-351	0.01%
National Wealth Management Group, LLC	6.37K	Jun 30, 26	+40	0.01%
Hiley Hunt Wealth Management	6.33K	Jun 30, 26	+8	0.01%
WHITTIER TRUST CO	6.28K	Jun 30, 26	+76	0.01%
Friedenthal Financial	6.28K	Jun 30, 26	--	0.01%
Summit Financial, LLC	6.26K	Jun 30, 26	+6.26K	0.01%
Trust Co	6.22K	Jun 30, 26	-603	0.01%
Werba Rubin Papier Wealth Management	6.21K	Jun 30, 26	-407	0.01%
Hurlow Wealth Management Group, Inc.	6.19K	Jun 30, 26	--	0.01%
Weil Company, Inc.	6.13K	Jun 30, 26	-274	0.01%
Higgins & Schmidt Wealth Strategies LLC	6.11K	Jun 30, 26	-191	0.01%
Harbor Group, Inc.	6.06K	Jun 30, 26	+3	0.01%
CAPE COD FIVE CENTS SAVINGS BANK	5.96K	Jun 30, 26	+5.96K	0.01%
Peak Financial Management, Inc.	5.93K	Jun 30, 26	--	0.01%
TCI Wealth Advisors, Inc.	5.85K	Jun 30, 26	+23	0.01%
BLB&B Advisors, LLC	5.84K	Jun 30, 26	--	0.01%
Valmark Advisers, Inc.	5.84K	Jun 30, 26	--	0.01%
Stewardship Advisors, LLC	5.79K	Jun 30, 26	-99	0.01%
CHOREO, LLC	5.77K	Jun 30, 26	+5.77K	0.01%
LexAurum Advisors, LLC	5.76K	Jun 30, 26	+5.76K	0.01%
AAF Wealth Management, LLC	5.71K	Jun 30, 26	-109	0.01%
One Wealth Advisors, LLC	5.67K	Jun 30, 26	-106	0.01%
Heritage Family Offices, LLP	5.55K	Jun 30, 26	+5.55K	0.01%
AQR CAPITAL MANAGEMENT LLC	5.51K	Jun 30, 26	+405	0.01%
Brinker Capital Investments, LLC	5.46K	Jun 30, 26	-2.12K	0.01%
Morton Brown Family Wealth, LLC	5.43K	Jun 30, 26	-128	0.01%
Equitable Holdings, Inc.	5.42K	Jun 30, 26	-796	0.01%
VAUGHAN & Co SECURITIES, INC.	5.35K	Jun 30, 26	-172	0.01%
AdvisorNet Financial, Inc	5.29K	Jun 30, 26	+1.46K	0.01%
Baltimore-Washington Financial Advisors, Inc.	5.24K	Jun 30, 26	--	0.01%
Cornerstone Wealth Advisors, Inc.	5.14K	Jun 30, 26	-425	0.01%
MOLLER FINANCIAL SERVICES	5.10K	Jun 30, 26	-137	0.01%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	5.05K	Jun 30, 26	--	0.01%
Continuum Advisory, LLC	5.01K	Jun 30, 26	-355	0.01%
Finley Financial, LLC	5.00K	Jun 30, 26	--	0.01%
HighPoint Advisor Group LLC	4.99K	Jun 30, 26	-4	0.01%
McClarren Financial Advisors, Inc.	4.90K	Jun 30, 26	+4	0.01%
JNBA Financial Advisors	4.86K	Jun 30, 26	-971	0.01%
TPG Financial Advisors, LLC	4.74K	Jun 30, 26	+4.74K	0.01%
Empowered Funds, LLC	4.61K	Jun 30, 26	-176	0.01%
HRT FINANCIAL LP	4.60K	Jun 30, 26	+4.60K	0.01%
Janney Montgomery Scott LLC	4.58K	Jun 30, 26	+4.58K	0.01%
Keener Financial Planning LLC	4.54K	Jun 30, 26	-84	0.01%
NOTTINGHAM ADVISORS, INC.	4.49K	Jun 30, 26	-39	0.01%
Lido Advisors, LLC	4.48K	Jun 30, 26	-4.35K	0.01%
Baker Avenue Asset Management, LP	4.46K	Jun 30, 26	-410	0.01%
ASSOCIATED BANC-CORP	4.39K	Jun 30, 26	-58	0.01%
Merit Financial Group, LLC	4.32K	Jun 30, 26	+17	0.01%
TRAPHAGEN INVESTMENT ADVISORS LLC	4.32K	Jun 30, 26	+1	0.01%
FIRST HORIZON CORP	4.29K	Jun 30, 26	+424	0.01%
Accurate Wealth Management, LLC	4.24K	Jun 30, 26	+11	0.01%
Estate Counselors, LLC	4.23K	Jun 30, 26	+4.23K	0.01%
RTD Financial Advisors, Inc.	4.22K	Jun 30, 26	+4.22K	0.01%
Etesian Wealth Advisors, Inc.	4.20K	Jun 30, 26	-80	0.01%
UMB Bank, n.a.	4.19K	Jun 30, 26	--	0.01%
XY Planning Network, Inc.	4.18K	Jun 30, 26	+4.18K	0.01%
Arlington Financial Advisors, LLC	4.13K	Jun 30, 26	+4.13K	0.01%
FLOW TRADERS U.S. LLC	4.09K	Jun 30, 26	-5.18K	0.01%
Focus Financial Network, Inc.	4.07K	Jun 30, 26	-682	0.01%
Advyzon Investment Management, LLC	4.03K	Jun 30, 26	+4.03K	0.01%
Whitegate Investment Counselors, Inc.	4.02K	Jun 30, 26	+4.02K	0.01%
FLAGSHIP HARBOR ADVISORS, LLC	4.01K	Jun 30, 26	+4.01K	0.01%
RKL Wealth Management LLC	4.01K	Jun 30, 26	+4.01K	0.01%
NAPLES GLOBAL ADVISORS, LLC	3.99K	Jun 30, 26	+3.99K	0.01%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	3.97K	Jun 30, 26	+3.97K	0.01%
ETF Portfolio Partners, Inc.	3.96K	Jun 30, 26	+3.96K	0.01%
Silver Oak Advisory Group, Inc.	3.96K	Jun 30, 26	+3.96K	0.01%
Bigelow Investment Advisors, LLC	3.92K	Jun 30, 26	+3.92K	0.01%
SWS Partners	3.85K	Jun 30, 26	+3.85K	0.01%
Curtis Advisory Group, LLC	3.84K	Jun 30, 26	-569	0.01%
FIDUCIARY FINANCIAL GROUP, LLC	3.82K	Jun 30, 26	+3.82K	0.01%
Firestone Capital Management	3.80K	Jun 30, 26	+3.80K	0.01%
Grey Fox Wealth Advisors, LLC	3.77K	Jun 30, 26	+3.77K	0.01%
Valeo Financial Advisors, LLC	3.76K	Jun 30, 26	+3.76K	0.01%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	3.73K	Jun 30, 26	-11	0.01%
Cresset Asset Management, LLC	3.73K	Jun 30, 26	+3.73K	0.01%
PINNACLE ASSOCIATES LTD	3.70K	Jun 30, 26	-866	0.01%
Diversified Enterprises, LLC	3.70K	Jun 30, 26	+3.70K	0.01%
Larson Financial Group LLC	3.69K	Jun 30, 26	+190	0.01%
Impact Investors, Inc	3.67K	Jun 30, 26	-611	0.01%
Pallas Capital Advisors LLC	3.67K	Jun 30, 26	+3.67K	0.01%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	3.64K	Jun 30, 26	+3.64K	0.01%
ProVise Management Group, LLC	3.63K	Jun 30, 26	-736	0.01%
Pinnacle Wealth Management Advisory Group, LLC	3.59K	Jun 30, 26	-681	0.01%
Johnson Bixby & Associates, LLC	3.58K	Jun 30, 26	+3.58K	0.01%
American Capital Advisory, LLC	3.52K	Jun 30, 26	-102	0.01%
CENTRAL TRUST Co	3.49K	Jun 30, 26	--	0.01%
FIFTH THIRD BANCORP	3.46K	Jun 30, 26	+5	0.01%
Sherman Asset Management, Inc.	3.32K	Jun 30, 26	+16	0.01%
FIDUCIARY COUNSELLING INC	3.25K	Jun 30, 26	+3.25K	0.01%
Clean Yield Group	3.22K	Jun 30, 26	--	0.01%
Carolina Wealth Advisors, LLC	3.09K	Jun 30, 26	--	0.01%
MARSHALL INVESTMENT MANAGEMENT, LLC	3.08K	Jun 30, 26	+157	0.01%
YANKCOM Partnership	3.06K	Jun 30, 26	+3.06K	0.01%
Central Pacific Bank - Trust Division	2.84K	Jun 30, 26	--	0.01%
MANNING & NAPIER ADVISORS LLC	2.37K	Jun 30, 26	-153	0.01%
NBT BANK N A /NY	2.23K	Jun 30, 26	-7	0.01%
Rossby Financial, LCC	2.06K	Jun 30, 26	+464	0.00%
Rossmore Private Capital	2.04K	Jun 30, 26	--	0.00%
Advantage Trust Co	1.91K	Jun 30, 26	--	0.00%
UNION SAVINGS BANK	1.83K	Jun 30, 26	--	0.00%
VSM Wealth Advisory, LLC	1.77K	Jun 30, 26	+3	0.00%
Smartleaf Asset Management LLC	1.67K	Jun 30, 26	--	0.00%
Quaker Wealth Management, LLC	1.64K	Jun 30, 26	+35	0.00%
Investors Research Corp	1.53K	Jun 30, 26	--	0.00%
4Thought Financial Group Inc.	1.50K	Jun 30, 26	-8	0.00%
SIGNATUREFD, LLC	1.31K	Jun 30, 26	+252	0.00%
Sage Mountain Advisors LLC	1.18K	Jun 30, 26	--	0.00%
IFG Advisory, LLC	1.14K	Jun 30, 26	+1.14K	0.00%
Nemes Rush Group LLC	1.12K	Jun 30, 26	-752	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1.11K	Jun 30, 26	-19	0.00%
Operose Advisors LLC	1.10K	Jun 30, 26	+324	0.00%
Kennebec Savings Bank	1.10K	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	1.06K	Jun 30, 26	+44	0.00%
HM PAYSON & CO	1.00K	Jun 30, 26	--	0.00%
CALDWELL SUTTER CAPITAL, INC.	989	Jun 30, 26	+85	0.00%
Ancora Advisors, LLC	950	Jun 30, 26	--	0.00%
Your Advocates Ltd., LLP	941	Jun 30, 26	+1	0.00%
MJT & Associates Financial Advisory Group, Inc.	927	Jun 30, 26	-56	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	915	Jun 30, 26	--	0.00%
Manchester Capital Management LLC	857	Jun 30, 26	+857	0.00%
IMA Wealth, Inc.	812	Jun 30, 26	+812	0.00%
Centerpoint Advisors, LLC	700	Jun 30, 26	+25	0.00%
Russell Investments Group, Ltd.	690	Jun 30, 26	-109	0.00%
ARMSTRONG ADVISORY GROUP, INC	681	Jun 30, 26	+244	0.00%
Milestone Investment Advisors LLC	612	Jun 30, 26	+321	0.00%
Capitol Family Office, Inc.	590	Jun 30, 26	+1	0.00%
Physician Wealth Advisors, Inc.	584	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	561	Jun 30, 26	+65	0.00%
US BANCORP \DE\	550	Jun 30, 26	-10.97K	0.00%
Covestor Ltd	510	Jun 30, 26	-1	0.00%
CVA Family Office, LLC	496	Jun 30, 26	--	0.00%
AlphaCore Capital LLC	458	Jun 30, 26	--	0.00%
BIRCHBROOK, INC.	450	Jun 30, 26	-800	0.00%
Front Row Advisors LLC	442	Jun 30, 26	--	0.00%
Rosenberg Matthew Hamilton	438	Jun 30, 26	+438	0.00%
Cape Investment Advisory, Inc.	436	Jun 30, 26	+436	0.00%
Geneos Wealth Management Inc.	373	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	373	Jun 30, 26	--	0.00%
Archer Investment Corp	361	Jun 30, 26	--	0.00%
ZRC WEALTH MANAGEMENT, LLC	360	Jun 30, 26	--	0.00%
PITTENGER & ANDERSON INC	350	Jun 30, 26	--	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	337	Jun 30, 26	--	0.00%
Sawyer & Company, Inc	325	Jun 30, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	310	Jun 30, 26	+45	0.00%
AE Wealth Management LLC	264	Jun 30, 26	-23	0.00%
MASECO LLP	254	Jun 30, 26	--	0.00%
Qube Research & Technologies Ltd	233	Jun 30, 26	-232	0.00%
Center for Financial Planning, Inc.	218	Jun 30, 26	--	0.00%
MTM Investment Management, LLC	200	Jun 30, 26	--	0.00%
IAG Wealth Partners, LLC	185	Jun 30, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	179	Jun 30, 26	--	0.00%
Triumph Capital Management	158	Jun 30, 26	+79	0.00%
IFP Advisors, Inc	156	Jun 30, 26	-704	0.00%
GW&K Investment Management, LLC	130	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	111	Jun 30, 26	-138	0.00%
Valued Wealth Advisors LLC	100	Jun 30, 26	--	0.00%
Concord Wealth Partners	94	Jun 30, 26	+94	0.00%
Fountainhead AM, LLC	82	Jun 30, 26	+1	0.00%
ATWOOD & PALMER INC	79	Jun 30, 26	--	0.00%
BARRETT & COMPANY, INC.	70	Jun 30, 26	--	0.00%
Noble Wealth Management PBC	60	Jun 30, 26	--	0.00%
WOLFF WIESE MAGANA LLC	58	Jun 30, 26	--	0.00%
Community Bank, N.A.	51	Jun 30, 26	--	0.00%
Institute for Wealth Management, LLC.	51	Jun 30, 26	+51	0.00%
Signature Resources Capital Management, LLC	33	Jun 30, 26	--	0.00%
JPL Wealth Management, LLC	33	Jun 30, 26	+33	0.00%
Transamerica Financial Advisors, Inc.	18	Jun 30, 26	+18	0.00%
Bogart Wealth, LLC	15	Jun 30, 26	+15	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	14	Jun 30, 26	--	0.00%
Commonwealth Retirement Investments LLC	11	Jun 30, 26	+11	0.00%
Financial Life Planners	3	Jun 30, 26	--	0.00%
Financial Gravity Companies, Inc.	3	Jun 30, 26	+3	0.00%
RICHARDSON FINANCIAL SERVICES INC.	2	Jun 30, 26	+2	0.00%
Davis Capital Management	2	Jun 30, 26	--	0.00%
Glassman Wealth Services	1	Jun 30, 26	--	0.00%
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-18	--
Vanguard Personalized Indexing Management, LLC	--	Jun 30, 26	-11.41K	--
XTX Topco Ltd	--	Jun 30, 26	-4.62K	--
Riverwater Partners LLC	--	Jun 30, 26	-8.00K	--
Johnson Financial Group, LLC	--	Jun 30, 26	-11.41K	--
Caprock Group, LLC	--	Jun 30, 26	-5.71K	--
PHILLIPS FINANCIAL MANAGEMENT, LLC	--	Jun 30, 26	-429	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-19.31K	--
Urban Financial Advisory Corp	--	Jun 30, 26	-1	--
WealthShield Partners, LLC	--	Jun 30, 26	-36	--
Golden State Equity Partners	--	Jun 30, 26	-37	--
DAGCO, INC.	--	Jun 30, 26	-430	--
Root Financial Partners, LLC	--	Jun 30, 26	-5	--
Barden Capital Management, Inc.	--	Jun 30, 26	-4.47K	--
Security National Bank	--	Jun 30, 26	-411	--
Krilogy Financial LLC	--	Jun 30, 26	-4.38K	--
Westend Capital Management, LLC	--	Jun 30, 26	-447	--
Cornerstone Planning Group LLC	--	Jun 30, 26	-306	--
Global Assets Advisory, LLC	--	Jun 30, 26	-1.19K	--
Capital Investment Advisory Services, LLC	--	Jun 30, 26	-4	--
GTS SECURITIES LLC	--	Jun 30, 26	-87.59K	--
Founders Financial Alliance, LLC	--	Jun 30, 26	-2.89K	--
LongView Wealth Management	--	Jun 30, 26	-4.60K	--
True Link Financial Advisors, LLC	--	Jun 30, 26	-42	--
Beacon Pointe Advisors, LLC	262.03K	Mar 31, 26	+192.54K	0.60%
rebel Financial LLC	53.52K	Mar 31, 26	-1.94K	0.12%
Charter Oak Capital Management, LLC	52.93K	Mar 31, 26	-4.22K	0.12%
CWM, LLC	48.30K	Mar 31, 26	+547	0.11%
Opes Wealth Management LLC	22.00K	Mar 31, 26	+60	0.05%
Sandbox Financial Partners, LLC	18.06K	Mar 31, 26	+3.99K	0.04%
Financial Connections Group, Inc.	15.38K	Mar 31, 26	--	0.04%
SOL Capital Management CO	10.71K	Mar 31, 26	+10.71K	0.02%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	7.51K	Mar 31, 26	-4.00K	0.02%
Equitable Holdings, Inc.	6.22K	Mar 31, 26	+816	0.01%
Empowered Funds, LLC	4.79K	Mar 31, 26	+4.79K	0.01%
Fortress Financial Solutions, LLC	4.26K	Mar 31, 26	+4.26K	0.01%
Horizons Wealth Management	2.01K	Mar 31, 26	-565	0.00%
Cherry Tree Wealth Management, LLC	248	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	72	Mar 31, 26	--	0.00%
Litman Gregory Wealth Management LLC	134.65K	Dec 31, 25	-7.38K	0.31%
Quent Long Short Global Small Cap Fund, LP	74.95K	Dec 31, 25	+74.95K	0.17%
Clarius Group, LLC	67.62K	Dec 31, 25	-1.06K	0.15%
Long Run Wealth Advisors, LLC	18.26K	Dec 31, 25	+179	0.04%
COMERICA BANK	3.52K	Dec 31, 25	+6	0.01%
Stephens Consulting, LLC	1.98K	Dec 31, 25	-64	0.00%
ORG Partners LLC	37	Dec 31, 25	-438	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-1.23K	--
Willow Creek Wealth Management Inc.	109.29K	Sep 30, 25	-197	0.25%
Financial Advisors, LLC	63.11K	Sep 30, 25	-925	0.14%
Lowe Wealth Advisors, LLC	26	Sep 30, 25	+26	0.00%
Guerra Advisors Inc	7	Sep 30, 25	+7	0.00%
Parkside Advisors LLC	117.43K	Jun 30, 25	-1.02K	0.27%
DOHJ, LLC	69.76K	Jun 30, 25	+11.62K	0.16%
Martin Worley Group	30.07K	Jun 30, 25	-6.32K	0.07%
Congress Wealth Management LLC / DE /	25.71K	Jun 30, 25	+2.24K	0.06%
AVANTAX ADVISORY SERVICES, INC.	12.04K	Jun 30, 25	-90	0.03%
PrairieView Partners, LLC	9.27K	Jun 30, 25	-1	0.02%
Legacy Investment Solutions, LLC	18	Jun 30, 25	+18	0.00%
COOK WEALTH MANAGEMENT GROUP LLC	10.71K	Mar 31, 25	-125	0.02%
Grant/GrossMendelsohn, LLC	7.44K	Mar 31, 25	--	0.02%
Wade Financial Advisory, Inc	6.28K	Mar 31, 25	+118	0.01%
Orion Portfolio Solutions, LLC	6.12K	Mar 31, 25	-116	0.01%
Sandy Spring Bank	849	Mar 31, 25	+849	0.00%
HART & PATTERSON FINANCIAL GROUP LLC	39.39K	Dec 31, 24	-5.26K	0.09%
Kades & Cheifetz LLC	5.39K	Dec 31, 24	+22	0.01%
PRIVATE CAPITAL MANAGEMENT LLC	2.20K	Dec 31, 24	-1.02K	0.01%
Raymond James Financial Services Advisors, Inc.	102.04K	Sep 30, 24	+10.02K	0.23%
RAYMOND JAMES TRUST N.A.	24.87K	Sep 30, 24	-450	0.06%
RAYMOND JAMES & ASSOCIATES	15.58K	Sep 30, 24	-1.42K	0.04%
BBJS FINANCIAL ADVISORS, LLC	6.86K	Sep 30, 24	+22	0.02%
FinTrust Capital Advisors, LLC	1.47K	Sep 30, 24	-47	0.00%
BlackRock Inc.	601.04K	Jun 30, 24	+460.18K	1.37%
TCWP LLC	12.77K	Jun 30, 24	-24	0.03%
BUCKINGHAM STRATEGIC WEALTH, LLC	8.85K	Jun 30, 24	+1.44K	0.02%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	4.90K	Jun 30, 24	-51	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	2.92K	Jun 30, 24	-242	0.01%
Crestone Asset Management LLC	44.31K	Mar 31, 24	+335	0.10%
Cetera Advisor Networks LLC	33.29K	Mar 31, 24	-6.09K	0.08%
Cetera Advisors LLC	25.29K	Mar 31, 24	+25.29K	0.06%
Strategic Wealth Partners Group LLC	9.53K	Mar 31, 24	-241	0.02%
FOCUS FINANCIAL NETWORK INC /ADV	164.31K	Dec 31, 23	+164.31K	0.37%
Baystate Wealth Management LLC	29.60K	Dec 31, 23	+1.05K	0.07%
WADE G W & INC	29.16K	Dec 31, 23	+229	0.07%
DFPG INVESTMENTS, LLC	9.88K	Dec 31, 23	-2.90K	0.02%
Bridgeworth, LLC	9.32K	Dec 31, 23	--	0.02%
Bartlett & Co. LLC	915	Dec 31, 23	--	0.00%
DB Wealth Management Group, LLC	875	Dec 31, 23	--	0.00%
PROVENCE WEALTH MANAGEMENT GROUP	--	Dec 31, 23	-345	--
WEALTHSOURCE PARTNERS, LLC	--	Dec 31, 23	-12.43K	--
PATHSTONE FAMILY OFFICE, LLC	496.35K	Sep 30, 23	+8.53K	1.13%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	24.08K	Sep 30, 23	-21.04K	0.05%
Trellis Advisors, LLC	20.36K	Sep 30, 23	+244	0.05%
Column Capital Advisors, LLC	2.71K	Sep 30, 23	+1	0.01%
TIAA, FSB	1.37M	Jun 30, 23	+270.89K	3.11%
Ten Capital Wealth Advisors, LLC	16.16K	Jun 30, 23	+16.16K	0.04%
Financial Architects, Inc	12.12K	Jun 30, 23	-648	0.03%
AFFINIA FINANCIAL GROUP, LLC	8.62K	Jun 30, 23	-199	0.02%
Veritable, L.P.	5.75K	Jun 30, 23	+5.75K	0.01%
Kistler-Tiffany Companies, LLC	922	Jun 30, 23	--	0.00%
TimeScale Financial, Inc.	863	Jun 30, 23	-3	0.00%
Endurance Wealth Management, Inc.	570	Jun 30, 23	--	0.00%
First Capital Advisors Group, LLC.	153	Jun 30, 23	--	0.00%
BerganKDV Wealth Management, LLC	--	Jun 30, 23	-128	--
Parsec Financial Management, Inc.	169.57K	Mar 31, 23	+13.39K	0.39%
HARVEST GROUP WEALTH MANAGEMENT, LLC	79.66K	Mar 31, 23	+2.53K	0.18%
Baldrige Asset Management LLC	9.95K	Mar 31, 23	+116	0.02%
LeJeune Puetz Investment Counsel LLC	4.14K	Mar 31, 23	--	0.01%
Autus Asset Management, LLC	27.14K	Dec 31, 22	-75	0.06%
Claraphi Advisory Network, LLC	26.99K	Dec 31, 22	+13.43K	0.06%
Personal Capital Advisors Corp	18.60K	Dec 31, 22	+167	0.04%
TRUSTCORE FINANCIAL SERVICES, LLC	1.20K	Dec 31, 22	--	0.00%
55I, LLC	241.57K	Sep 30, 22	+24.07K	0.55%
Highland Private Wealth Management	75.90K	Sep 30, 22	+1.10K	0.17%
Radnor Financial Advisors, LLC	35.23K	Sep 30, 22	+35.23K	0.08%
CPWM, LLC	17.67K	Sep 30, 22	+6.91K	0.04%
American Portfolios Advisors	17.52K	Sep 30, 22	+17.52K	0.04%
Maryland Capital Management	10.75K	Sep 30, 22	--	0.02%
WIPFLI FINANCIAL ADVISORS LLC,	2.94K	Sep 30, 22	+2.94K	0.01%
MUFG Americas Holdings Corp	893	Sep 30, 22	--	0.00%
ACG Wealth	--	Sep 30, 22	-450	--
HC FINANCIAL ADVISORS INC	1.24K	Jun 30, 22	--	0.00%
Private Capital Group, LLC	--	Jun 30, 22	-2.13K	--
Hefren-Tillotson, Inc.	46.13K	Mar 31, 22	+9.73K	0.11%
People's United Financial, Inc.	--	Mar 31, 22	-12.72K	--
QUEST CAPITAL MANAGEMENT INC /ADV	16.02K	Dec 31, 21	--	0.04%
Carroll Financial Associates, Inc.	1.33K	Dec 31, 21	--	0.00%
NEXT Financial Group, Inc	--	Dec 31, 21	-494	--
Covenant Multifamily Offices, LLC	12.59K	Sep 30, 21	+7.60K	0.03%
Brouwer & Janachowski, LLC	9.26K	Sep 30, 21	+169	0.02%
PFM Asset Management LLC	1.31K	Sep 30, 21	-3.47K	0.00%
FormulaFolio Investments, LLC	2.65K	Jun 30, 21	+4	0.01%
Sullivan, Bruyette, Speros & Blaney, LLC	23.44K	Mar 31, 21	+578	0.05%
Paracle Advisors, LLC	12.13K	Mar 31, 21	--	0.03%
Pinnacle Advisory Group, Inc.	9.87K	Mar 31, 21	-152	0.02%
Reby Advisors, LLC	200	Dec 31, 20	+200	0.00%
SHINE INVESTMENT ADVISORY SERVICES INC	1.56K	Sep 30, 20	+261	0.00%
Watson Rebecca	--	Sep 30, 20	-4.99K	--
LifePlan Financial Group, Inc	--	Sep 30, 20	-522	--
BRINKER CAPITAL INC	25.81K	Jun 30, 20	-379	0.06%
Fiduciary Trust Co International of Pennsylvania	22.01K	Mar 31, 20	+22.01K	0.05%
Advisor Group, Inc.	10.43K	Dec 31, 19	+10.38K	0.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.	4.28K	Dec 31, 19	-22	0.01%
SUNTRUST BANKS INC	30.62K	Sep 30, 19	+30.62K	0.07%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

8.83M

Jun 30, 26

+6.77M

20.12%

FMR LLC

3.49M

Jun 30, 26

+246.25K

7.94%

NORTHERN TRUST CORP

2.15M

Jun 30, 26

+44.26K

4.90%

Betterment LLC

1.78M

Jun 30, 26

-13.14K

4.05%

Creative Planning

1.59M

Jun 30, 26

+21.75K

3.62%

GOLDMAN SACHS GROUP INC

1.16M

Jun 30, 26

+1.73K

2.64%

FIDUCIARY TRUST CO

853.55K

Jun 30, 26

-668

1.94%

M&T BANK CORP

804.01K

Jun 30, 26

+182.40K

1.83%

Vontobel Holding Ltd.

800.00K

Jun 30, 26

1.82%

BlackRock, Inc.

677.36K

Jun 30, 26

-66.48K

1.54%

WELLS FARGO & COMPANY/MN

674.30K

Jun 30, 26

-47.13K

1.54%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

650.27K

Jun 30, 26

-58.72K

1.48%

Acorns Advisers, LLC

639.45K

Jun 30, 26

-1.80K

1.46%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

621.44K

Jun 30, 26

+13.19K

1.42%

ROYAL BANK OF CANADA

537.22K

Jun 30, 26

-7.17K

1.22%

UBS Group AG

536.02K

Jun 30, 26

+22.32K

1.22%

LPL Financial LLC

506.21K

Jun 30, 26

+75.47K

1.15%

AMERIPRISE FINANCIAL INC

472.42K

Jun 30, 26

-9.43K

1.08%

Sand Hill Global Advisors, LLC

457.06K

Jun 30, 26

-15.34K

1.04%

SEI INVESTMENTS CO

450.96K

Jun 30, 26

-2.38K

1.03%

PNC FINANCIAL SERVICES GROUP, INC.

391.01K

Jun 30, 26

+9.14K

0.89%

COMMONWEALTH EQUITY SERVICES, LLC

346.25K

Jun 30, 26

+16.52K

0.79%

Accredited Investors Inc.

302.15K

Jun 30, 26

+2.96K

0.69%

HighTower Advisors, LLC

296.36K

Jun 30, 26

-11.65K

0.68%

Modera Wealth Management, LLC

288.30K

Jun 30, 26

+922

0.66%

Pathstone Holdings, LLC

277.45K

Jun 30, 26

-184.08K

0.63%

Wealth Architects, LLC

277.44K

Jun 30, 26

-5.70K

0.63%

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

260.27K

Jun 30, 26

-2.26K

0.59%

EP Wealth Advisors, LLC

253.06K

Jun 30, 26

+29.18K

0.58%

ENVESTNET ASSET MANAGEMENT INC

187.23K

Jun 30, 26

+39.31K

0.43%

STIFEL FINANCIAL CORP

184.72K

Jun 30, 26

+2.68K

0.42%

RAYMOND JAMES FINANCIAL INC

182.42K

Jun 30, 26

+26.85K

0.42%

BAILARD, INC.

176.75K

Jun 30, 26

-2.95K

0.40%

MISSION WEALTH MANAGEMENT, LP

172.99K

Jun 30, 26

+6.49K

0.39%

FLPUTNAM INVESTMENT MANAGEMENT CO

167.16K

Jun 30, 26

-9.64K

0.38%

JONES FINANCIAL COMPANIES LLLP

163.12K

Jun 30, 26

+24.73K

0.37%

MERCER GLOBAL ADVISORS INC /ADV

148.36K

Jun 30, 26

+32.45K

0.34%

Financial Engines Advisors L.L.C.

144.77K

Jun 30, 26

-6.21K

0.33%

Ally Invest Advisors Inc.

144.26K

Jun 30, 26

-350

0.33%

NorthRock Partners, LLC

137.77K

Jun 30, 26

-629

0.31%

REGATTA CAPITAL GROUP, LLC

136.23K

Jun 30, 26

+4.43K

0.31%

Stanich Group LLC

135.26K

Jun 30, 26

+4.96K

0.31%

ALESCO ADVISORS LLC

133.60K

Jun 30, 26

-8.69K

0.30%

MATHER GROUP, LLC.

123.86K

Jun 30, 26

+11.68K

0.28%

Cambridge Investment Research Advisors, Inc.

122.90K

Jun 30, 26

-55.15K

0.28%

Cetera Investment Advisers

119.44K

Jun 30, 26

+6.64K

0.27%

Alaska Wealth Advisors

114.63K

Jun 30, 26

-4.69K

0.26%

Apella Capital, LLC

109.62K

Jun 30, 26

+2.15K

0.25%

Gemmer Asset Management LLC

107.26K

Jun 30, 26

+3.27K

0.24%

Advisory Services Network, LLC

107.25K

Jun 30, 26

+1.39K

0.24%

REGIONS FINANCIAL CORP

105.92K

Jun 30, 26

-37.60K

0.24%

BLUESTEM FINANCIAL ADVISORS, LLC

101.06K

Jun 30, 26

+1.54K

0.23%

Global Retirement Partners, LLC

100.21K

Jun 30, 26

+100.21K

0.23%

CBIZ Investment Advisory Services, LLC

99.94K

Jun 30, 26

0.23%

Mariner, LLC

97.42K

Jun 30, 26

+1.36K

0.22%

MORGAN STANLEY

88.49K

Jun 30, 26

+27.89K

0.20%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

87.78K

Jun 30, 26

-1.22K

0.20%

Savant Capital, LLC

87.22K

Jun 30, 26

-10.39K

0.20%

Quent Capital, LLC

85.14K

Jun 30, 26

+7.78K

0.19%

HARBOUR INVESTMENTS, INC.

81.84K

Jun 30, 26

+4.42K

0.19%

TFC Financial Management, Inc.

81.80K

Jun 30, 26

+2.97K

0.19%

TRUIST FINANCIAL CORP

78.61K

Jun 30, 26

+3.57K

0.18%

Decker Retirement Planning Inc.

76.15K

Jun 30, 26

+8.86K

0.17%

Gradient Investments LLC

75.25K

Jun 30, 26

+2.80K

0.17%

Plum Street Advisors, LLC

74.79K

Jun 30, 26

-5.60K

0.17%

CI Private Wealth, LLC

73.84K

Jun 30, 26

+295

0.17%

JPMORGAN CHASE & CO

69.34K

Jun 30, 26

+6.81K

0.16%

Integris Wealth Management, LLC

69.30K

Jun 30, 26

-1.65K

0.16%

ADVISOR GROUP HOLDINGS, INC.

68.01K

Jun 30, 26

+16.14K

0.15%

BEACON INVESTMENT ADVISORY SERVICES, INC.

64.58K

Jun 30, 26

0.15%

eCIO, Inc.

64.57K

Jun 30, 26

-4.44K

0.15%

Bond & Devick Financial Network, Inc.

62.12K

Jun 30, 26

+45.26K

0.14%

Miracle Mile Advisors, LLC

61.80K

Jun 30, 26

-2.47K

0.14%

Crestwood Advisors Group LLC

61.69K

Jun 30, 26

-343

0.14%

Financial Services Advisory Inc

61.43K

Jun 30, 26

+39.61K

0.14%

Rockefeller Capital Management L.P.

60.13K

Jun 30, 26

+33.82K

0.14%

Clearstead Advisors, LLC

59.53K

Jun 30, 26

-77.53K

0.14%

Laurel Wealth Planning LLC

58.98K

Jun 30, 26

+623

0.13%

WESBANCO BANK INC

58.94K

Jun 30, 26

+163

0.13%

Vision Capital Management, Inc.

58.78K

Jun 30, 26

-1.63K

0.13%

Colony Group, LLC

55.10K

Jun 30, 26

+3.06K

0.13%

TOMPKINS FINANCIAL CORP

54.84K

Jun 30, 26

+54.84K

0.12%

Haverford Trust Co

53.34K

Jun 30, 26

-6.20K

0.12%

Francis Financial, Inc.

52.83K

Jun 30, 26

-192

0.12%

BECKER CAPITAL MANAGEMENT INC

48.72K

Jun 30, 26

-1.84K

0.11%

Omega Financial Group, LLC

48.70K

Jun 30, 26

-1.87K

0.11%

Wescott Financial Advisory Group, LLC

48.33K

Jun 30, 26

-595

0.11%

Cerity Partners LLC

47.85K

Jun 30, 26

+1.03K

0.11%

GRIMES & COMPANY, INC.

47.48K

Jun 30, 26

+360

0.11%

FRANKLIN RESOURCES INC

47.20K

Jun 30, 26

+817

0.11%

SEEDS INVESTOR LLC

46.90K

Jun 30, 26

+7.11K

0.11%

Allworth Financial LP

46.34K

Jun 30, 26

+1.17K

0.11%

SAGE FINANCIAL GROUP INC

46.33K

Jun 30, 26

+1.18K

0.11%

CITIZENS FINANCIAL GROUP INC/RI

45.38K

Jun 30, 26

-9.20K

0.10%

Relyea Zuckerberg Hanson LLC

44.85K

Jun 30, 26

-453

0.10%

WRAPMANAGER INC

43.62K

Jun 30, 26

+799

0.10%

Wealthcare Advisory Partners LLC

41.79K

Jun 30, 26

+4.00K

0.10%

ASPIRIANT, LLC

40.34K

Jun 30, 26

0.09%

Asset Dedication, LLC

40.08K

Jun 30, 26

-2.84K

0.09%

One Capital Management, LLC

38.22K

Jun 30, 26

0.09%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

37.73K

Jun 30, 26

+2.61K

0.09%

COLDSTREAM CAPITAL MANAGEMENT INC

36.85K

Jun 30, 26

+6.83K

0.08%

PFG Investments, LLC

36.84K

Jun 30, 26

+9.59K

0.08%

Chicago Partners Investment Group LLC

36.55K

Jun 30, 26

-178

0.08%

Garde Capital, Inc.

35.99K

Jun 30, 26

-559

0.08%

Invera Wealth Advisors, LLC

34.12K

Jun 30, 26

-409

0.08%

Steward Partners Investment Advisory, LLC

34.10K

Jun 30, 26

-708

0.08%

Sequoia Financial Advisors, LLC

33.86K

Jun 30, 26

-6.08K

0.08%

MML INVESTORS SERVICES, LLC

33.37K

Jun 30, 26

+9.96K

0.08%

TIAA TRUST, NATIONAL ASSOCIATION

32.85K

Jun 30, 26

-1.20K

0.07%

BSW Wealth Partners

32.61K

Jun 30, 26

+5.85K

0.07%

Kestra Advisory Services, LLC

31.34K

Jun 30, 26

+2.09K

0.07%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

31.01K

Jun 30, 26

+286

0.07%

Stordahl Capital Management, Inc.

30.92K

Jun 30, 26

0.07%

MARQUETTE ASSOCIATES, INC.

30.81K

Jun 30, 26

0.07%

MONETA GROUP INVESTMENT ADVISORS LLC

30.59K

Jun 30, 26

-2.57K

0.07%

Robertson Stephens Wealth Management, LLC

30.31K

Jun 30, 26

-6.04K

0.07%

ASSETMARK, INC

29.91K

Jun 30, 26

+3.17K

0.07%

Brookstone Capital Management

29.60K

Jun 30, 26

+1.53K

0.07%

Waverly Advisors, LLC

29.58K

Jun 30, 26

-335

0.07%

Annis Gardner Whiting Capital Advisors, LLC

29.52K

Jun 30, 26

-103

0.07%

AI Financial Services LLC

29.23K

Jun 30, 26

-1.05K

0.07%

Values Added Financial LLC

28.53K

Jun 30, 26

-205

0.06%

Summit Wealth Group, LLC

28.44K

Jun 30, 26

-1.21K

0.06%

AXXCESS WEALTH MANAGEMENT, LLC

27.99K

Jun 30, 26

+27.99K

0.06%

Aptus Capital Advisors, LLC

27.95K

Jun 30, 26

+2.47K

0.06%

Blue Edge Capital, LLC

27.87K

Jun 30, 26

+4.69K

0.06%

Wealth Advisory Team LLC

27.68K

Jun 30, 26

+27.68K

0.06%

Mascoma Wealth Management LLC

27.57K

Jun 30, 26

+3.12K

0.06%

PLANNING ALTERNATIVES LTD /ADV

26.81K

Jun 30, 26

-6

0.06%

CAPTRUST FINANCIAL ADVISORS

26.70K

Jun 30, 26

+1.01K

0.06%

Pine Haven Investment Counsel, Inc

26.67K

Jun 30, 26

+381

0.06%

Towerpoint Wealth, LLC

26.49K

Jun 30, 26

-1.51K

0.06%

SNS Financial Group, LLC

26.04K

Jun 30, 26

+5.99K

0.06%

BANK OF MONTREAL /CAN/

25.83K

Jun 30, 26

+7.19K

0.06%

Topel & Distasi Wealth Management, LLC

25.59K

Jun 30, 26

-1.96K

0.06%

Bell Investment Advisors, Inc

24.77K

Jun 30, 26

-1.06K

0.06%

Freestone Capital Holdings, LLC

24.75K

Jun 30, 26

+4.48K

0.06%

Trilogy Capital Inc.

24.56K

Jun 30, 26

+898

0.06%

Hardy Reed LLC

24.51K

Jun 30, 26

-1.36K

0.06%

Atomi Financial Group, Inc.

24.34K

Jun 30, 26

+4.10K

0.06%

Dorsey & Whitney Trust CO LLC

22.50K

Jun 30, 26

-1.00K

0.05%

Farther Finance Advisors, LLC

22.18K

Jun 30, 26

+5.11K

0.05%

Cascade Financial Partners, LLC

21.96K

Jun 30, 26

0.05%

Aufman Associates Inc

21.91K

Jun 30, 26

-154

0.05%

Cranbrook Wealth Management, LLC

21.89K

Jun 30, 26

-738

0.05%

CARY STREET PARTNERS FINANCIAL LLC

21.14K

Jun 30, 26

0.05%

Fingerlakes Wealth Management, Inc.

20.73K

Jun 30, 26

+3.10K

0.05%

Bragg Financial Advisors, Inc

20.73K

Jun 30, 26

-764

0.05%

CALIBER WEALTH MANAGEMENT, LLC / KS

20.61K

Jun 30, 26

-512

0.05%

Sound Stewardship, LLC

19.84K

Jun 30, 26

+70

0.05%

Baird Financial Group, Inc.

19.37K

Jun 30, 26

-226

0.04%

WILEY BROS.-AINTREE CAPITAL, LLC

19.34K

Jun 30, 26

+684

0.04%

Private Advisor Group, LLC

19.08K

Jun 30, 26

+9.72K

0.04%

SAX WEALTH ADVISORS, LLC

18.95K

Jun 30, 26

+3.36K

0.04%

CGN Advisors LLC

18.87K

Jun 30, 26

-850

0.04%

Boston Standard Wealth Management, LLC

18.63K

Jun 30, 26

-394

0.04%

NATIXIS ADVISORS, L.P.

18.60K

Jun 30, 26

+3.13K

0.04%

Mason & Associates Inc

18.13K

Jun 30, 26

-49

0.04%

One Day In July LLC

17.82K

Jun 30, 26

-707

0.04%

COMMERCE BANK

17.72K

Jun 30, 26

0.04%

Integrated Wealth Concepts LLC

17.71K

Jun 30, 26

+13.32K

0.04%

NewEdge Wealth, LLC

17.69K

Jun 30, 26

+20

0.04%

Parallel Advisors, LLC

17.55K

Jun 30, 26

-1.49K

0.04%

Acropolis Investment Management, LLC

17.48K

Jun 30, 26

-185

0.04%

Moss Adams Wealth Advisors LLC

17.43K

Jun 30, 26

0.04%

Stratos Wealth Partners, LTD.

17.08K

Jun 30, 26

+265

0.04%

Tower Research Capital LLC (TRC)

16.85K

Jun 30, 26

-5.21K

0.04%

NewEdge Advisors, LLC

16.56K

Jun 30, 26

+1.87K

0.04%

Great Diamond Partners, LLC

16.55K

Jun 30, 26

+3.29K

0.04%

Brewster Financial Planning LLC

16.41K

Jun 30, 26

-128

0.04%

Northland Capital Management LLC

16.37K

Jun 30, 26

-1.02K

0.04%

Well Done, LLC

16.28K

Jun 30, 26

0.04%

Balanced Rock Investment Advisor

15.93K

Jun 30, 26

-3.46K

0.04%

American Trust

15.82K

Jun 30, 26

+1.48K

0.04%

Empower Advisory Group, LLC

15.79K

Jun 30, 26

+85

0.04%

Birch Hill Investment Advisors LLC

15.72K

Jun 30, 26

+1.60K

0.04%

DIVERSIFY WEALTH MANAGEMENT, LLC

15.70K

Jun 30, 26

-1.19K

0.04%

Diversify Advisory Services, LLC

15.70K

Jun 30, 26

+15.70K

0.04%

Portland Global Advisors LLC

15.47K

Jun 30, 26

-1.38K

0.04%

Modern Wealth Management, LLC

15.36K

Jun 30, 26

+1.23K

0.03%

Paragon Capital Management Ltd

15.16K

Jun 30, 26

+1.03K

0.03%

THRIVENT FINANCIAL FOR LUTHERANS

15.09K

Jun 30, 26

-606

0.03%

Opal Wealth Advisors, LLC

15.07K

Jun 30, 26

-154

0.03%

Dunhill Financial, LLC

14.87K

Jun 30, 26

+1.99K

0.03%

Plante Moran Financial Advisors, LLC

14.66K

Jun 30, 26

0.03%

Buckingham Strategic Partners

14.54K

Jun 30, 26

+3.02K

0.03%

PDS Planning, Inc

14.43K

Jun 30, 26

-18

0.03%

Shepherd Financial Partners LLC

14.40K

Jun 30, 26

0.03%

Klaas Financial Asset Advisors, LLC

14.36K

Jun 30, 26

-23

0.03%

BROWN ADVISORY INC

14.25K

Jun 30, 26

+452

0.03%

Bank of New York Mellon Corp

14.05K

Jun 30, 26

+14.05K

0.03%

Adviser Investments LLC

13.87K

Jun 30, 26

0.03%

Walkner Condon Financial Advisors LLC

13.63K

Jun 30, 26

-78

0.03%

PARK AVENUE SECURITIES LLC

13.46K

Jun 30, 26

-296

0.03%

HILL ISLAND FINANCIAL LLC

13.28K

Jun 30, 26

+2.22K

0.03%

Round Rock Advisors, LLC

13.18K

Jun 30, 26

-435

0.03%

Allodium Investment Consultants, LLC

13.14K

Jun 30, 26

-429

0.03%

Ameritas Investment Partners, Inc.

12.84K

Jun 30, 26

+162

0.03%

EVERGREEN CAPITAL MANAGEMENT LLC

12.81K

Jun 30, 26

-80

0.03%

Affinity Capital Advisors, LLC

12.49K

Jun 30, 26

0.03%

Addison Advisors LLC

12.38K

Jun 30, 26

-26.00K

0.03%

Bangor Savings Bank

12.09K

Jun 30, 26

+179

0.03%

Neuberger Berman Group LLC

11.99K

Jun 30, 26

+319

0.03%

BRANDYWINE OAK PRIVATE WEALTH LLC

11.95K

Jun 30, 26

-858

0.03%

Financial Futures Ltd Liability Co.

11.93K

Jun 30, 26

-1.88K

0.03%

Apollon Wealth Management, LLC

11.83K

Jun 30, 26

+1.44K

0.03%

SRS Capital Advisors, Inc.

11.34K

Jun 30, 26

+8.52K

0.03%

1ST SOURCE BANK

11.14K

Jun 30, 26

+322

0.03%

Brooklyn FI, LLC

11.05K

Jun 30, 26

+872

0.03%

Elwood & Goetz Wealth Advisory Group, LLC

11.02K

Jun 30, 26

-75

0.03%

MORRIS FINANCIAL CONCEPTS, INC.

11.01K

Jun 30, 26

-608

0.03%

MGO ONE SEVEN LLC

10.97K

Jun 30, 26

-15

0.02%

Diversified Trust Co

10.60K

Jun 30, 26

-165

0.02%

Carr Financial Group Corp

10.56K

Jun 30, 26

+627

0.02%

Farmers National Bank

10.36K

Jun 30, 26

+245

0.02%

Aureus Asset Management, LLC

10.34K

Jun 30, 26

+2.54K

0.02%

OLIO Financial Planning

10.25K

Jun 30, 26

-892

0.02%

PRESILIUM PRIVATE WEALTH, LLC

10.14K

Jun 30, 26

+32

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

10.13K

Jun 30, 26

-11.19K

0.02%

CLUNE & ASSOCIATES, LTD.

9.99K

Jun 30, 26

+3.27K

0.02%

Mokosak Advisory Group, LLC

9.99K

Jun 30, 26

+21

0.02%

FOUNDERS FINANCIAL SECURITIES LLC

9.99K

Jun 30, 26

-1.36K

0.02%

MAYPORT, LLC

9.48K

Jun 30, 26

-1.47K

0.02%

Foster Group, Inc.

9.41K

Jun 30, 26

-405

0.02%

ROOF EIDAM & MAYCOCK/ADV

9.35K

Jun 30, 26

0.02%

Key FInancial Inc

9.17K

Jun 30, 26

-827

0.02%

DAVENPORT & Co LLC

9.07K

Jun 30, 26

-1.51K

0.02%

TRUEFG, LLC

9.03K

Jun 30, 26

-476

0.02%

United Asset Strategies, Inc.

8.85K

Jun 30, 26

+2.17K

0.02%

Dynamic Advisor Solutions LLC

8.82K

Jun 30, 26

+446

0.02%

Ipsen Advisor Group LLC

8.76K

Jun 30, 26

+248

0.02%

Weinberger Asset Management, Inc

8.72K

Jun 30, 26

+83

0.02%

Tortoise Investment Management, LLC

8.72K

Jun 30, 26

-800

0.02%

WASHINGTON TRUST BANK

8.59K

Jun 30, 26

0.02%

Nautilus Advisors LLC

8.47K

Jun 30, 26

0.02%

JANE STREET GROUP, LLC

8.29K

Jun 30, 26

+8.29K

0.02%

First Pacific Financial

8.27K

Jun 30, 26

-160

0.02%

Midwest Trust Co

8.20K

Jun 30, 26

-11

0.02%

HB Wealth Management, LLC

8.13K

Jun 30, 26

+8.13K

0.02%

Onyx Bridge Wealth Group LLC

7.91K

Jun 30, 26

+288

0.02%

NWF Advisory Services Inc.

7.89K

Jun 30, 26

0.02%

MAI Capital Management

7.79K

Jun 30, 26

-15

0.02%

Orin Green Financial, LLC

7.74K

Jun 30, 26

+253

0.02%

Richard P Slaughter Associates Inc

7.41K

Jun 30, 26

+236

0.02%

Horizon Investments, LLC

7.36K

Jun 30, 26

-9.97K

0.02%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

7.32K

Jun 30, 26

-182

0.02%

Equita Financial Network, Inc.

7.26K

Jun 30, 26

-619

0.02%

Opulen Financial Group LLC

7.22K

Jun 30, 26

+15

0.02%

Linscomb & Williams, Inc.

7.19K

Jun 30, 26

+1.05K

0.02%

Hills Bank & Trust Co

7.15K

Jun 30, 26

-2

0.02%

Sanctuary Advisors, LLC

7.09K

Jun 30, 26

+2.73K

0.02%

Wells Financial Advisors INC

7.08K

Jun 30, 26

0.02%

D. E. Shaw & Co., Inc.

6.83K

Jun 30, 26

-300

0.02%

LWM ADVISORS INC

6.83K

Jun 30, 26

0.02%

Pathway Financial Advisors LLC

6.82K

Jun 30, 26

0.02%

Ramiah Investment Group

6.80K

Jun 30, 26

+670

0.02%

ST GERMAIN D J CO INC

6.72K

Jun 30, 26

-101

0.02%

CWS Financial Advisors, LLC

6.63K

Jun 30, 26

0.02%

Western Wealth Management, LLC

6.59K

Jun 30, 26

-1.50K

0.02%

GRAND WEALTH MANAGEMENT, LLC

6.58K

Jun 30, 26

+360

0.01%

SUMMIT WEALTH GROUP LLC / CO

6.56K

Jun 30, 26

-149

0.01%

Ryan Investment Management, Inc.

6.55K

Jun 30, 26

+673

0.01%

McKinley Carter Wealth Services, Inc.

6.54K

Jun 30, 26

+140

0.01%

Capital Analysts, LLC

6.47K

Jun 30, 26

-351

0.01%

National Wealth Management Group, LLC

6.37K

Jun 30, 26

+40

0.01%

Hiley Hunt Wealth Management

6.33K

Jun 30, 26

0.01%

WHITTIER TRUST CO

6.28K

Jun 30, 26

+76

0.01%

Friedenthal Financial

6.28K

Jun 30, 26

0.01%

Summit Financial, LLC

6.26K

Jun 30, 26

+6.26K

0.01%

Trust Co

6.22K

Jun 30, 26

-603

0.01%

Werba Rubin Papier Wealth Management

6.21K

Jun 30, 26

-407

0.01%

Hurlow Wealth Management Group, Inc.

6.19K

Jun 30, 26

0.01%

Weil Company, Inc.

6.13K

Jun 30, 26

-274

0.01%

Higgins & Schmidt Wealth Strategies LLC

6.11K

Jun 30, 26

-191

0.01%

Harbor Group, Inc.

6.06K

Jun 30, 26

0.01%

CAPE COD FIVE CENTS SAVINGS BANK

5.96K

Jun 30, 26

+5.96K

0.01%

Peak Financial Management, Inc.

5.93K

Jun 30, 26

0.01%

TCI Wealth Advisors, Inc.

5.85K

Jun 30, 26

+23

0.01%

BLB&B Advisors, LLC

5.84K

Jun 30, 26

0.01%

Valmark Advisers, Inc.

5.84K

Jun 30, 26

0.01%

Stewardship Advisors, LLC

5.79K

Jun 30, 26

-99

0.01%

CHOREO, LLC

5.77K

Jun 30, 26

+5.77K

0.01%

LexAurum Advisors, LLC

5.76K

Jun 30, 26

+5.76K

0.01%

AAF Wealth Management, LLC

5.71K

Jun 30, 26

-109

0.01%

One Wealth Advisors, LLC

5.67K

Jun 30, 26

-106

0.01%

Heritage Family Offices, LLP

5.55K

Jun 30, 26

+5.55K

0.01%

AQR CAPITAL MANAGEMENT LLC

5.51K

Jun 30, 26

+405

0.01%

Brinker Capital Investments, LLC

5.46K

Jun 30, 26

-2.12K

0.01%

Morton Brown Family Wealth, LLC

5.43K

Jun 30, 26

-128

0.01%

Equitable Holdings, Inc.

5.42K

Jun 30, 26

-796

0.01%

VAUGHAN & Co SECURITIES, INC.

5.35K

Jun 30, 26

-172

0.01%

AdvisorNet Financial, Inc

5.29K

Jun 30, 26

+1.46K

0.01%

Baltimore-Washington Financial Advisors, Inc.

5.24K

Jun 30, 26

0.01%

Cornerstone Wealth Advisors, Inc.

5.14K

Jun 30, 26

-425

0.01%

MOLLER FINANCIAL SERVICES

5.10K

Jun 30, 26

-137

0.01%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

5.05K

Jun 30, 26

0.01%

Continuum Advisory, LLC

5.01K

Jun 30, 26

-355

0.01%

Finley Financial, LLC

5.00K

Jun 30, 26

0.01%

HighPoint Advisor Group LLC

4.99K

Jun 30, 26

-4

0.01%

McClarren Financial Advisors, Inc.

4.90K

Jun 30, 26

0.01%

JNBA Financial Advisors

4.86K

Jun 30, 26

-971

0.01%

TPG Financial Advisors, LLC

4.74K

Jun 30, 26

+4.74K

0.01%

Empowered Funds, LLC

4.61K

Jun 30, 26

-176

0.01%

HRT FINANCIAL LP

4.60K

Jun 30, 26

+4.60K

0.01%

Janney Montgomery Scott LLC

4.58K

Jun 30, 26

+4.58K

0.01%

Keener Financial Planning LLC

4.54K

Jun 30, 26

-84

0.01%

NOTTINGHAM ADVISORS, INC.

4.49K

Jun 30, 26

-39

0.01%

Lido Advisors, LLC

4.48K

Jun 30, 26

-4.35K

0.01%

Baker Avenue Asset Management, LP

4.46K

Jun 30, 26

-410

0.01%

ASSOCIATED BANC-CORP

4.39K

Jun 30, 26

-58

0.01%

Merit Financial Group, LLC

4.32K

Jun 30, 26

+17

0.01%

TRAPHAGEN INVESTMENT ADVISORS LLC

4.32K

Jun 30, 26

0.01%

FIRST HORIZON CORP

4.29K

Jun 30, 26

+424

0.01%

Accurate Wealth Management, LLC

4.24K

Jun 30, 26

+11

0.01%

Estate Counselors, LLC

4.23K

Jun 30, 26

+4.23K

0.01%

RTD Financial Advisors, Inc.

4.22K

Jun 30, 26

+4.22K

0.01%

Etesian Wealth Advisors, Inc.

4.20K

Jun 30, 26

-80

0.01%

UMB Bank, n.a.

4.19K

Jun 30, 26

0.01%

XY Planning Network, Inc.

4.18K

Jun 30, 26

+4.18K

0.01%

Arlington Financial Advisors, LLC

4.13K

Jun 30, 26

+4.13K

0.01%

FLOW TRADERS U.S. LLC

4.09K

Jun 30, 26

-5.18K

0.01%

Focus Financial Network, Inc.

4.07K

Jun 30, 26

-682

0.01%

Advyzon Investment Management, LLC

4.03K

Jun 30, 26

+4.03K

0.01%

Whitegate Investment Counselors, Inc.

4.02K

Jun 30, 26

+4.02K

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

4.01K

Jun 30, 26

+4.01K

0.01%

RKL Wealth Management LLC

4.01K

Jun 30, 26

+4.01K

0.01%

NAPLES GLOBAL ADVISORS, LLC

3.99K

Jun 30, 26

+3.99K

0.01%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

3.97K

Jun 30, 26

+3.97K

0.01%

ETF Portfolio Partners, Inc.

3.96K

Jun 30, 26

+3.96K

0.01%

Silver Oak Advisory Group, Inc.

3.96K

Jun 30, 26

+3.96K

0.01%

Bigelow Investment Advisors, LLC

3.92K

Jun 30, 26

+3.92K

0.01%

SWS Partners

3.85K

Jun 30, 26

+3.85K

0.01%

Curtis Advisory Group, LLC

3.84K

Jun 30, 26

-569

0.01%

FIDUCIARY FINANCIAL GROUP, LLC

3.82K

Jun 30, 26

+3.82K

0.01%

Firestone Capital Management

3.80K

Jun 30, 26

+3.80K

0.01%

Grey Fox Wealth Advisors, LLC

3.77K

Jun 30, 26

+3.77K

0.01%

Valeo Financial Advisors, LLC

3.76K

Jun 30, 26

+3.76K

0.01%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

3.73K

Jun 30, 26

-11

0.01%

Cresset Asset Management, LLC

3.73K

Jun 30, 26

+3.73K

0.01%

PINNACLE ASSOCIATES LTD

3.70K

Jun 30, 26

-866

0.01%

Diversified Enterprises, LLC

3.70K

Jun 30, 26

+3.70K

0.01%

Larson Financial Group LLC

3.69K

Jun 30, 26

+190

0.01%

Impact Investors, Inc

3.67K

Jun 30, 26

-611

0.01%

Pallas Capital Advisors LLC

3.67K

Jun 30, 26

+3.67K

0.01%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

3.64K

Jun 30, 26

+3.64K

0.01%

ProVise Management Group, LLC

3.63K

Jun 30, 26

-736

0.01%

Pinnacle Wealth Management Advisory Group, LLC

3.59K

Jun 30, 26

-681

0.01%

Johnson Bixby & Associates, LLC

3.58K

Jun 30, 26

+3.58K

0.01%

American Capital Advisory, LLC

3.52K

Jun 30, 26

-102

0.01%

CENTRAL TRUST Co

3.49K

Jun 30, 26

0.01%

FIFTH THIRD BANCORP

3.46K

Jun 30, 26

0.01%

Sherman Asset Management, Inc.

3.32K

Jun 30, 26

+16

0.01%

FIDUCIARY COUNSELLING INC

3.25K

Jun 30, 26

+3.25K

0.01%

Clean Yield Group

3.22K

Jun 30, 26

0.01%

Carolina Wealth Advisors, LLC

3.09K

Jun 30, 26

0.01%

MARSHALL INVESTMENT MANAGEMENT, LLC

3.08K

Jun 30, 26

+157

0.01%

YANKCOM Partnership

3.06K

Jun 30, 26

+3.06K

0.01%

Central Pacific Bank - Trust Division

2.84K

Jun 30, 26

0.01%

MANNING & NAPIER ADVISORS LLC

2.37K

Jun 30, 26

-153

0.01%

NBT BANK N A /NY

2.23K

Jun 30, 26

-7

0.01%

Rossby Financial, LCC

2.06K

Jun 30, 26

+464

0.00%

Rossmore Private Capital

2.04K

Jun 30, 26

0.00%

Advantage Trust Co

1.91K

Jun 30, 26

0.00%

UNION SAVINGS BANK

1.83K

Jun 30, 26

0.00%

VSM Wealth Advisory, LLC

1.77K

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

1.67K

Jun 30, 26

0.00%

Quaker Wealth Management, LLC

1.64K

Jun 30, 26

+35

0.00%

Investors Research Corp

1.53K

Jun 30, 26

0.00%

4Thought Financial Group Inc.

1.50K

Jun 30, 26

-8

0.00%

SIGNATUREFD, LLC

1.31K

Jun 30, 26

+252

0.00%

Sage Mountain Advisors LLC

1.18K

Jun 30, 26

0.00%

IFG Advisory, LLC

1.14K

Jun 30, 26

+1.14K

0.00%

Nemes Rush Group LLC

1.12K

Jun 30, 26

-752

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

1.11K

Jun 30, 26

-19

0.00%

Operose Advisors LLC

1.10K

Jun 30, 26

+324

0.00%

Kennebec Savings Bank

1.10K

Jun 30, 26

0.00%

CoreCap Advisors, LLC

1.06K

Jun 30, 26

+44

0.00%

HM PAYSON & CO

1.00K

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

989

Jun 30, 26

+85

0.00%

Ancora Advisors, LLC

950

Jun 30, 26

0.00%

Your Advocates Ltd., LLP

941

Jun 30, 26

0.00%

MJT & Associates Financial Advisory Group, Inc.

927

Jun 30, 26

-56

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

915

Jun 30, 26

0.00%

Manchester Capital Management LLC

857

Jun 30, 26

+857

0.00%

IMA Wealth, Inc.

812

Jun 30, 26

+812

0.00%

Centerpoint Advisors, LLC

700

Jun 30, 26

+25

0.00%

Russell Investments Group, Ltd.

690

Jun 30, 26

-109

0.00%

ARMSTRONG ADVISORY GROUP, INC

681

Jun 30, 26

+244

0.00%

Milestone Investment Advisors LLC

612

Jun 30, 26

+321

0.00%

Capitol Family Office, Inc.

590

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

584

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

561

Jun 30, 26

+65

0.00%

US BANCORP \DE\

550

Jun 30, 26

-10.97K

0.00%

Covestor Ltd

510

Jun 30, 26

-1

0.00%

CVA Family Office, LLC

496

Jun 30, 26

0.00%

AlphaCore Capital LLC

458

Jun 30, 26

0.00%

BIRCHBROOK, INC.

450

Jun 30, 26

-800

0.00%

Front Row Advisors LLC

442

Jun 30, 26

0.00%

Rosenberg Matthew Hamilton

438

Jun 30, 26

+438

0.00%

Cape Investment Advisory, Inc.

436

Jun 30, 26

+436

0.00%

Geneos Wealth Management Inc.

373

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

373

Jun 30, 26

0.00%

Archer Investment Corp

361

Jun 30, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

360

Jun 30, 26

0.00%

PITTENGER & ANDERSON INC

350

Jun 30, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

337

Jun 30, 26

0.00%

Sawyer & Company, Inc

325

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

310

Jun 30, 26

+45

0.00%

AE Wealth Management LLC

264

Jun 30, 26

-23

0.00%

MASECO LLP

254

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

233

Jun 30, 26

-232

0.00%

Center for Financial Planning, Inc.

218

Jun 30, 26

0.00%

MTM Investment Management, LLC

200

Jun 30, 26

0.00%

IAG Wealth Partners, LLC

185

Jun 30, 26

0.00%

Ashton Thomas Private Wealth, LLC

179

Jun 30, 26

0.00%

Triumph Capital Management

158

Jun 30, 26

+79

0.00%

IFP Advisors, Inc

156

Jun 30, 26

-704

0.00%

GW&K Investment Management, LLC

130

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

111

Jun 30, 26

-138

0.00%

Valued Wealth Advisors LLC

100

Jun 30, 26

0.00%

Concord Wealth Partners

Jun 30, 26

+94

0.00%

Fountainhead AM, LLC

Jun 30, 26

0.00%

ATWOOD & PALMER INC

Jun 30, 26

0.00%

BARRETT & COMPANY, INC.

Jun 30, 26

0.00%

Noble Wealth Management PBC

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

Jun 30, 26

0.00%

Community Bank, N.A.

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

Jun 30, 26

+51

0.00%

Signature Resources Capital Management, LLC

Jun 30, 26

0.00%

JPL Wealth Management, LLC

Jun 30, 26

+33

0.00%

Transamerica Financial Advisors, Inc.

Jun 30, 26

+18

0.00%

Bogart Wealth, LLC

Jun 30, 26

+15

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Jun 30, 26

0.00%

Commonwealth Retirement Investments LLC

Jun 30, 26

+11

0.00%

Financial Life Planners

Jun 30, 26

0.00%

Financial Gravity Companies, Inc.

Jun 30, 26

0.00%

RICHARDSON FINANCIAL SERVICES INC.

Jun 30, 26

0.00%

Davis Capital Management

Jun 30, 26

0.00%

Glassman Wealth Services

Jun 30, 26

0.00%

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-18

Vanguard Personalized Indexing Management, LLC

Jun 30, 26

-11.41K

XTX Topco Ltd

Jun 30, 26

-4.62K

Riverwater Partners LLC

Jun 30, 26

-8.00K

Johnson Financial Group, LLC

Jun 30, 26

-11.41K

Caprock Group, LLC

Jun 30, 26

-5.71K

PHILLIPS FINANCIAL MANAGEMENT, LLC

Jun 30, 26

-429

CITADEL ADVISORS LLC

Jun 30, 26

-19.31K

Urban Financial Advisory Corp

Jun 30, 26

-1

WealthShield Partners, LLC

Jun 30, 26

-36

Golden State Equity Partners

Jun 30, 26

-37

DAGCO, INC.

Jun 30, 26

-430

Root Financial Partners, LLC

Jun 30, 26

-5

Barden Capital Management, Inc.

Jun 30, 26

-4.47K

Security National Bank

Jun 30, 26

-411

Krilogy Financial LLC

Jun 30, 26

-4.38K

Westend Capital Management, LLC

Jun 30, 26

-447

Cornerstone Planning Group LLC

Jun 30, 26

-306

Global Assets Advisory, LLC

Jun 30, 26

-1.19K

Capital Investment Advisory Services, LLC

Jun 30, 26

-4

GTS SECURITIES LLC

Jun 30, 26

-87.59K

Founders Financial Alliance, LLC

Jun 30, 26

-2.89K

LongView Wealth Management

Jun 30, 26

-4.60K

True Link Financial Advisors, LLC

Jun 30, 26

-42

Beacon Pointe Advisors, LLC

262.03K

Mar 31, 26

+192.54K

0.60%

rebel Financial LLC

53.52K

Mar 31, 26

-1.94K

0.12%

Charter Oak Capital Management, LLC

52.93K

Mar 31, 26

-4.22K

0.12%

CWM, LLC

48.30K

Mar 31, 26

+547

0.11%

Opes Wealth Management LLC

22.00K

Mar 31, 26

+60

0.05%

Sandbox Financial Partners, LLC

18.06K

Mar 31, 26

+3.99K

0.04%

Financial Connections Group, Inc.

15.38K

Mar 31, 26

0.04%

SOL Capital Management CO

10.71K

Mar 31, 26

+10.71K

0.02%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

7.51K

Mar 31, 26

-4.00K

0.02%

Equitable Holdings, Inc.

6.22K

Mar 31, 26

+816

0.01%

Empowered Funds, LLC

4.79K

Mar 31, 26

+4.79K

0.01%

Fortress Financial Solutions, LLC

4.26K

Mar 31, 26

+4.26K

0.01%

Horizons Wealth Management

2.01K

Mar 31, 26

-565

0.00%

Cherry Tree Wealth Management, LLC

248

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

Litman Gregory Wealth Management LLC

134.65K

Dec 31, 25

-7.38K

0.31%

Quent Long Short Global Small Cap Fund, LP

74.95K

Dec 31, 25

+74.95K

0.17%

Clarius Group, LLC

67.62K

Dec 31, 25

-1.06K

0.15%

Long Run Wealth Advisors, LLC

18.26K

Dec 31, 25

+179

0.04%

COMERICA BANK

3.52K

Dec 31, 25

0.01%

Stephens Consulting, LLC

1.98K

Dec 31, 25

-64

0.00%

ORG Partners LLC

Dec 31, 25

-438

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-1.23K

Willow Creek Wealth Management Inc.

109.29K

Sep 30, 25

-197

0.25%

Financial Advisors, LLC

63.11K

Sep 30, 25

-925

0.14%

Lowe Wealth Advisors, LLC

Sep 30, 25

+26

0.00%

Guerra Advisors Inc

Sep 30, 25

0.00%

Parkside Advisors LLC

117.43K

Jun 30, 25

-1.02K

0.27%

DOHJ, LLC

69.76K

Jun 30, 25

+11.62K

0.16%

Martin Worley Group

30.07K

Jun 30, 25

-6.32K

0.07%

Congress Wealth Management LLC / DE /

25.71K

Jun 30, 25

+2.24K

0.06%

AVANTAX ADVISORY SERVICES, INC.

12.04K

Jun 30, 25

-90

0.03%

PrairieView Partners, LLC

9.27K

Jun 30, 25

-1

0.02%

Legacy Investment Solutions, LLC

Jun 30, 25

+18

0.00%

COOK WEALTH MANAGEMENT GROUP LLC

10.71K

Mar 31, 25

-125

0.02%

Grant/GrossMendelsohn, LLC

7.44K

Mar 31, 25

0.02%

Wade Financial Advisory, Inc

6.28K

Mar 31, 25

+118

0.01%

Orion Portfolio Solutions, LLC

6.12K

Mar 31, 25

-116

0.01%

Sandy Spring Bank

849

Mar 31, 25

+849

0.00%

HART & PATTERSON FINANCIAL GROUP LLC

39.39K

Dec 31, 24

-5.26K

0.09%

Kades & Cheifetz LLC

5.39K

Dec 31, 24

+22

0.01%

PRIVATE CAPITAL MANAGEMENT LLC

2.20K

Dec 31, 24

-1.02K

0.01%

Raymond James Financial Services Advisors, Inc.

102.04K

Sep 30, 24

+10.02K

0.23%

RAYMOND JAMES TRUST N.A.

24.87K

Sep 30, 24

-450

0.06%

RAYMOND JAMES & ASSOCIATES

15.58K

Sep 30, 24

-1.42K

0.04%

BBJS FINANCIAL ADVISORS, LLC

6.86K

Sep 30, 24

+22

0.02%

FinTrust Capital Advisors, LLC

1.47K

Sep 30, 24

-47

0.00%

BlackRock Inc.

601.04K

Jun 30, 24

+460.18K

1.37%

TCWP LLC

12.77K

Jun 30, 24

-24

0.03%

BUCKINGHAM STRATEGIC WEALTH, LLC

8.85K

Jun 30, 24

+1.44K

0.02%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

4.90K

Jun 30, 24

-51

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

2.92K

Jun 30, 24

-242

0.01%

Crestone Asset Management LLC

44.31K

Mar 31, 24

+335

0.10%

Cetera Advisor Networks LLC

33.29K

Mar 31, 24

-6.09K

0.08%

Cetera Advisors LLC

25.29K

Mar 31, 24

+25.29K

0.06%

Strategic Wealth Partners Group LLC

9.53K

Mar 31, 24

-241

0.02%

FOCUS FINANCIAL NETWORK INC /ADV

164.31K

Dec 31, 23

+164.31K

0.37%

Baystate Wealth Management LLC

29.60K

Dec 31, 23

+1.05K

0.07%

WADE G W & INC

29.16K

Dec 31, 23

+229

0.07%

DFPG INVESTMENTS, LLC

9.88K

Dec 31, 23

-2.90K

0.02%

Bridgeworth, LLC

9.32K

Dec 31, 23

0.02%

Bartlett & Co. LLC

915

Dec 31, 23

0.00%

DB Wealth Management Group, LLC

875

Dec 31, 23

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

Dec 31, 23

-345

WEALTHSOURCE PARTNERS, LLC

Dec 31, 23

-12.43K

PATHSTONE FAMILY OFFICE, LLC

496.35K

Sep 30, 23

+8.53K

1.13%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

24.08K

Sep 30, 23

-21.04K

0.05%

Trellis Advisors, LLC

20.36K

Sep 30, 23

+244

0.05%

Column Capital Advisors, LLC

2.71K

Sep 30, 23

0.01%

TIAA, FSB

1.37M

Jun 30, 23

+270.89K

3.11%

Ten Capital Wealth Advisors, LLC

16.16K

Jun 30, 23

+16.16K

0.04%

Financial Architects, Inc

12.12K

Jun 30, 23

-648

0.03%

AFFINIA FINANCIAL GROUP, LLC

8.62K

Jun 30, 23

-199

0.02%

Veritable, L.P.

5.75K

Jun 30, 23

+5.75K

0.01%

Kistler-Tiffany Companies, LLC

922

Jun 30, 23

0.00%

TimeScale Financial, Inc.

863

Jun 30, 23

-3

0.00%

Endurance Wealth Management, Inc.

570

Jun 30, 23

0.00%

First Capital Advisors Group, LLC.

153

Jun 30, 23

0.00%

BerganKDV Wealth Management, LLC

Jun 30, 23

-128

Parsec Financial Management, Inc.

169.57K

Mar 31, 23

+13.39K

0.39%

HARVEST GROUP WEALTH MANAGEMENT, LLC

79.66K

Mar 31, 23

+2.53K

0.18%

Baldrige Asset Management LLC

9.95K

Mar 31, 23

+116

0.02%

LeJeune Puetz Investment Counsel LLC

4.14K

Mar 31, 23

0.01%

Autus Asset Management, LLC

27.14K

Dec 31, 22

-75

0.06%

Claraphi Advisory Network, LLC

26.99K

Dec 31, 22

+13.43K

0.06%

Personal Capital Advisors Corp

18.60K

Dec 31, 22

+167

0.04%

TRUSTCORE FINANCIAL SERVICES, LLC

1.20K

Dec 31, 22

0.00%

55I, LLC

241.57K

Sep 30, 22

+24.07K

0.55%

Highland Private Wealth Management

75.90K

Sep 30, 22

+1.10K

0.17%

Radnor Financial Advisors, LLC

35.23K

Sep 30, 22

+35.23K

0.08%

CPWM, LLC

17.67K

Sep 30, 22

+6.91K

0.04%

American Portfolios Advisors

17.52K

Sep 30, 22

+17.52K

0.04%

Maryland Capital Management

10.75K

Sep 30, 22

0.02%

WIPFLI FINANCIAL ADVISORS LLC,

2.94K

Sep 30, 22

+2.94K

0.01%

MUFG Americas Holdings Corp

893

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-450

HC FINANCIAL ADVISORS INC

1.24K

Jun 30, 22

0.00%

Private Capital Group, LLC

Jun 30, 22

-2.13K

Hefren-Tillotson, Inc.

46.13K

Mar 31, 22

+9.73K

0.11%

People's United Financial, Inc.

Mar 31, 22

-12.72K

QUEST CAPITAL MANAGEMENT INC /ADV

16.02K

Dec 31, 21

0.04%

Carroll Financial Associates, Inc.

1.33K

Dec 31, 21

0.00%

NEXT Financial Group, Inc

Dec 31, 21

-494

Covenant Multifamily Offices, LLC

12.59K

Sep 30, 21

+7.60K

0.03%

Brouwer & Janachowski, LLC

9.26K

Sep 30, 21

+169

0.02%

PFM Asset Management LLC

1.31K

Sep 30, 21

-3.47K

0.00%

FormulaFolio Investments, LLC

2.65K

Jun 30, 21

0.01%

Sullivan, Bruyette, Speros & Blaney, LLC

23.44K

Mar 31, 21

+578

0.05%

Paracle Advisors, LLC

12.13K

Mar 31, 21

0.03%

Pinnacle Advisory Group, Inc.

9.87K

Mar 31, 21

-152

0.02%

Reby Advisors, LLC

200

Dec 31, 20

+200

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

1.56K

Sep 30, 20

+261

0.00%

Watson Rebecca

Sep 30, 20

-4.99K

LifePlan Financial Group, Inc

Sep 30, 20

-522

BRINKER CAPITAL INC

25.81K

Jun 30, 20

-379

0.06%

Fiduciary Trust Co International of Pennsylvania

22.01K

Mar 31, 20

+22.01K

0.05%

Advisor Group, Inc.

10.43K

Dec 31, 19

+10.38K

0.02%

LADENBURG THALMANN FINANCIAL SERVICES INC.

4.28K

Dec 31, 19

-22

0.01%

SUNTRUST BANKS INC

30.62K

Sep 30, 19

+30.62K

0.07%