iShares ESG Aware MSCI USA Value ETF(EVUS)

$37.09—

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iShares ESG Aware MSCI USA Value ETF(EVUS)

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$37.09—

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EVUS(EVUS)

EVUS

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 148 Institutional Holders

Holder	Shares	Date	Change	% Held
ENVESTNET ASSET MANAGEMENT INC	3.05M	Jun 30, 26	+18.05K	66.15%
JPMORGAN CHASE & CO	1.45M	Jun 30, 26	-67.42K	31.51%
LPL Financial LLC	851.86K	Jun 30, 26	+78.64K	18.46%
Envestnet Portfolio Solutions, Inc.	588.54K	Jun 30, 26	+7.76K	12.76%
PARK AVENUE SECURITIES LLC	290.84K	Jun 30, 26	-4.97K	6.30%
Lido Advisors, LLC	268.17K	Jun 30, 26	+37.33K	5.81%
Cetera Investment Advisers	200.32K	Jun 30, 26	+5.75K	4.34%
MML INVESTORS SERVICES, LLC	160.24K	Jun 30, 26	+26.33K	3.47%
eCIO, Inc.	135.35K	Jun 30, 26	+135.35K	2.93%
Janney Montgomery Scott LLC	94.81K	Jun 30, 26	+5.13K	2.05%
COMMONWEALTH EQUITY SERVICES, LLC	80.30K	Jun 30, 26	-29.03K	1.74%
ASSETMARK, INC	75.09K	Jun 30, 26	-7	1.63%
Archer Investment Management, LLC	73.38K	Jun 30, 26	+31.00K	1.59%
GeoWealth Management, LLC	70.38K	Jun 30, 26	+17.49K	1.53%
ROYAL BANK OF CANADA	69.67K	Jun 30, 26	+1.24K	1.51%
Creative Planning	68.11K	Jun 30, 26	+226	1.48%
SageView Advisory Group, LLC	67.75K	Jun 30, 26	+293	1.47%
Avise Financial Cooperative, Inc.	62.46K	Jun 30, 26	-4.45K	1.35%
Perigon Wealth Management, LLC	51.69K	Jun 30, 26	+5.70K	1.12%
One Wealth Advisors, LLC	48.66K	Jun 30, 26	+3.08K	1.05%
Affiance Financial, LLC	41.94K	Jun 30, 26	+770	0.91%
Cambridge Investment Research Advisors, Inc.	41.60K	Jun 30, 26	+6.71K	0.90%
Merit Financial Group, LLC	40.34K	Jun 30, 26	+4.45K	0.87%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	40.11K	Jun 30, 26	-5.49K	0.87%
Horst & Graben Wealth Management LLC	39.67K	Jun 30, 26	+1.04K	0.86%
Resources Investment Advisors, LLC.	37.95K	Jun 30, 26	+1.12K	0.82%
Sharkey, Howes & Javer	37.71K	Jun 30, 26	-873	0.82%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	37.55K	Jun 30, 26	+2.67K	0.81%
Bank of New York Mellon Corp	35.88K	Jun 30, 26	-893	0.78%
Brinker Capital Investments, LLC	35.75K	Jun 30, 26	+3.79K	0.77%
SigFig Wealth Management, LLC	32.52K	Jun 30, 26	+301	0.70%
Buckingham Strategic Partners	31.48K	Jun 30, 26	+1.35K	0.68%
Davis Wealth Advisors, LLC	31.29K	Jun 30, 26	+3.48K	0.68%
CITADEL ADVISORS LLC	28.46K	Jun 30, 26	+1.78K	0.62%
Steward Partners Investment Advisory, LLC	25.70K	Jun 30, 26	+3.67K	0.56%
HighTower Advisors, LLC	24.06K	Jun 30, 26	-69	0.52%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	21.62K	Jun 30, 26	+21.62K	0.47%
RAYMOND JAMES FINANCIAL INC	20.61K	Jun 30, 26	+276	0.45%
Farther Finance Advisors, LLC	19.29K	Jun 30, 26	+4.42K	0.42%
MGO ONE SEVEN LLC	19.01K	Jun 30, 26	+142	0.41%
LexAurum Advisors, LLC	18.93K	Jun 30, 26	+3.91K	0.41%
Integrated Wealth Concepts LLC	18.51K	Jun 30, 26	+6.06K	0.40%
OpenArc Corporate Advisory, LLC	18.05K	Jun 30, 26	+373	0.39%
Cerity Partners LLC	17.93K	Jun 30, 26	+666	0.39%
Gerber Kawasaki Wealth & Investment Management	17.72K	Jun 30, 26	+563	0.38%
Advisory Services Network, LLC	17.09K	Jun 30, 26	+448	0.37%
RFG Advisory, LLC	16.62K	Jun 30, 26	+412	0.36%
SAGESPRING WEALTH PARTNERS, LLC	16.43K	Jun 30, 26	+422	0.36%
MERCER GLOBAL ADVISORS INC /ADV	15.70K	Jun 30, 26	+15.70K	0.34%
Regal Investment Advisors LLC	15.19K	Jun 30, 26	+247	0.33%
WILEY BROS.-AINTREE CAPITAL, LLC	13.67K	Jun 30, 26	+1.05K	0.30%
Concurrent Investment Advisors, LLC	12.86K	Jun 30, 26	+1.18K	0.28%
Snowden Capital Advisors LLC	12.67K	Jun 30, 26	+1.27K	0.27%
Cassaday & Co Wealth Management LLC	12.57K	Jun 30, 26	--	0.27%
ONE WEALTH CAPITAL MANAGEMENT, LLC	12.18K	Jun 30, 26	+1.28K	0.26%
ADVISOR GROUP HOLDINGS, INC.	12.07K	Jun 30, 26	+2.12K	0.26%
Keystone Financial Services	11.93K	Jun 30, 26	+1.28K	0.26%
Pensionmark Financial Group, LLC	11.88K	Jun 30, 26	-784	0.26%
KESTRA PRIVATE WEALTH SERVICES, LLC	11.49K	Jun 30, 26	+1.72K	0.25%
EverSource Wealth Advisors, LLC	11.35K	Jun 30, 26	+2.01K	0.25%
LIFELONG WEALTH ADVISORS, INC.	10.83K	Jun 30, 26	+625	0.23%
Wealth Alliance	10.42K	Jun 30, 26	+98	0.23%
Gateway Wealth Partners, LLC	9.91K	Jun 30, 26	-2.22K	0.21%
LifePlan Investment Advisors, Inc.	9.87K	Jun 30, 26	-211	0.21%
FIDUCIARY FINANCIAL GROUP, LLC	9.67K	Jun 30, 26	+9.67K	0.21%
THEORY FINANCIAL LLC	9.41K	Jun 30, 26	+537	0.20%
Diversify Advisory Services, LLC	9.03K	Jun 30, 26	+9.03K	0.20%
DIVERSIFY WEALTH MANAGEMENT, LLC	9.03K	Jun 30, 26	-550	0.20%
RCS Financial Planning, LLC	8.96K	Jun 30, 26	+86	0.19%
Navigation Group, LLC	8.86K	Jun 30, 26	+593	0.19%
MA Private Wealth	8.72K	Jun 30, 26	+8.72K	0.19%
EQ LLC	8.19K	Jun 30, 26	-636	0.18%
Cornerstone Planning Group LLC	8.07K	Jun 30, 26	+773	0.17%
Savvy Advisors, Inc.	8.06K	Jun 30, 26	+8.06K	0.17%
Pathstone Holdings, LLC	7.92K	Jun 30, 26	+7.92K	0.17%
Ashton Thomas Private Wealth, LLC	7.70K	Jun 30, 26	+6.65K	0.17%
Capital Analysts, LLC	7.39K	Jun 30, 26	+1.46K	0.16%
TRUIST FINANCIAL CORP	6.56K	Jun 30, 26	--	0.14%
Traveka Wealth, LLC	6.49K	Jun 30, 26	+6.49K	0.14%
Oregon Pacific Wealth Management, LLC	6.45K	Jun 30, 26	+131	0.14%
Focus Financial Network, Inc.	6.28K	Jun 30, 26	+6.28K	0.14%
MJP ASSOCIATES INC /ADV	6.23K	Jun 30, 26	+6.23K	0.14%
Advisor OS, LLC	6.23K	Jun 30, 26	+6.23K	0.14%
WEALTHGARDEN F.S. LLC	6.12K	Jun 30, 26	-388	0.13%
AE Wealth Management LLC	6.06K	Jun 30, 26	+2.42K	0.13%
CreativeOne Wealth, LLC	5.88K	Jun 30, 26	+5.88K	0.13%
Trilogy Capital Inc.	5.77K	Jun 30, 26	+5.77K	0.13%
Cypress Wealth Services, LLC	5.77K	Jun 30, 26	+5.77K	0.12%
Gen-Wealth Partners Inc	5.68K	Jun 30, 26	+465	0.12%
Bison Wealth, LLC	5.63K	Jun 30, 26	+5.63K	0.12%
Transamerica Financial Advisors, Inc.	3.12K	Jun 30, 26	+1.66K	0.07%
Tower Research Capital LLC (TRC)	3.10K	Jun 30, 26	-13.28K	0.07%
Larson Financial Group LLC	3.10K	Jun 30, 26	--	0.07%
HARBOUR INVESTMENTS, INC.	3.05K	Jun 30, 26	-97	0.07%
Addison Advisors LLC	3.04K	Jun 30, 26	-2.27K	0.07%
JFS WEALTH ADVISORS, LLC	2.39K	Jun 30, 26	--	0.05%
Global Retirement Partners, LLC	2.33K	Jun 30, 26	+2.33K	0.05%
FIFTH THIRD BANCORP	2.20K	Jun 30, 26	--	0.05%
Founders Financial Alliance, LLC	1.86K	Jun 30, 26	+1.86K	0.04%
CoreCap Advisors, LLC	1.74K	Jun 30, 26	+548	0.04%
StrongBox Wealth, LLC	1.70K	Jun 30, 26	+1.70K	0.04%
Physician Wealth Advisors, Inc.	1.69K	Jun 30, 26	+193	0.04%
Continuum Advisory, LLC	1.31K	Jun 30, 26	+1.31K	0.03%
BlackRock, Inc.	1.31K	Jun 30, 26	+9	0.03%
UBS Group AG	1.28K	Jun 30, 26	+1.28K	0.03%
FMR LLC	1.21K	Jun 30, 26	+593	0.03%
SOA Wealth Advisors, LLC.	1.06K	Jun 30, 26	+101	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	876	Jun 30, 26	-32	0.02%
Parallel Advisors, LLC	747	Jun 30, 26	+747	0.02%
Rossby Financial, LCC	720	Jun 30, 26	-181	0.02%
EFG International AG	654	Jun 30, 26	-1	0.01%
Aptus Capital Advisors, LLC	621	Jun 30, 26	--	0.01%
IFG Advisory, LLC	476	Jun 30, 26	+476	0.01%
Buck Wealth Strategies, LLC	476	Jun 30, 26	+476	0.01%
First Bancorp, Inc /ME/	446	Jun 30, 26	+446	0.01%
NBT BANK N A /NY	438	Jun 30, 26	+438	0.01%
Godfrey Financial Associates, Inc.	406	Jun 30, 26	--	0.01%
MATHER GROUP, LLC.	345	Jun 30, 26	+31	0.01%
Oakmont Advisory Group, LLC	344	Jun 30, 26	+344	0.01%
WealthShield Partners, LLC	333	Jun 30, 26	+19	0.01%
WELLS FARGO & COMPANY/MN	330	Jun 30, 26	+177	0.01%
Kilter Group LLC	286	Jun 30, 26	+10	0.01%
Commonwealth Retirement Investments LLC	153	Jun 30, 26	+153	0.00%
JONES FINANCIAL COMPANIES LLLP	149	Jun 30, 26	+149	0.00%
IFP Advisors, Inc	140	Jun 30, 26	-196	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	99	Jun 30, 26	+99	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	91	Jun 30, 26	+20	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	76	Jun 30, 26	+76	0.00%
Key Capital Management, INC	41	Jun 30, 26	--	0.00%
Atria Investments, Inc	--	Jun 30, 26	-10.30K	--
GTS SECURITIES LLC	--	Jun 30, 26	-57.97K	--
Estate Counselors, LLC	--	Jun 30, 26	-13.05K	--
Western Wealth Management, LLC	--	Jun 30, 26	-159	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Jun 30, 26	-82.52K	--
Investor's Fiduciary Advisor Network, LLC	--	Jun 30, 26	-21.34K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-1.70K	--
Raleigh Capital Management Inc.	--	Jun 30, 26	-27	--
Skyline Advisors, Inc.	--	Jun 30, 26	-9.94K	--
CVA Family Office, LLC	--	Jun 30, 26	-288	--
Patriot Financial Group Insurance Agency, LLC	--	Jun 30, 26	-9.70K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-7.59K	--
CWM, LLC	156.71K	Mar 31, 26	+5.60K	3.40%
Charter Oak Capital Management, LLC	7.79K	Mar 31, 26	--	0.17%
Sunbelt Securities, Inc.	104	Mar 31, 26	--	0.00%
Austin Private Wealth, LLC	19.39K	Dec 31, 25	+7.23K	0.42%
COMERICA BANK	2.60K	Dec 31, 25	+948	0.06%
BlackRock Inc.	120.00K	Jun 30, 24	--	2.60%
BENJAMIN F. EDWARDS & COMPANY, INC.	2.38K	Jun 30, 24	+1.78K	0.05%

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Holder

Date

Change

% Held

ENVESTNET ASSET MANAGEMENT INC

3.05M

Jun 30, 26

+18.05K

66.15%

JPMORGAN CHASE & CO

1.45M

Jun 30, 26

-67.42K

31.51%

LPL Financial LLC

851.86K

Jun 30, 26

+78.64K

18.46%

Envestnet Portfolio Solutions, Inc.

588.54K

Jun 30, 26

+7.76K

12.76%

PARK AVENUE SECURITIES LLC

290.84K

Jun 30, 26

-4.97K

6.30%

Lido Advisors, LLC

268.17K

Jun 30, 26

+37.33K

5.81%

Cetera Investment Advisers

200.32K

Jun 30, 26

+5.75K

4.34%

MML INVESTORS SERVICES, LLC

160.24K

Jun 30, 26

+26.33K

3.47%

eCIO, Inc.

135.35K

Jun 30, 26

+135.35K

2.93%

Janney Montgomery Scott LLC

94.81K

Jun 30, 26

+5.13K

2.05%

COMMONWEALTH EQUITY SERVICES, LLC

80.30K

Jun 30, 26

-29.03K

1.74%

ASSETMARK, INC

75.09K

Jun 30, 26

-7

1.63%

Archer Investment Management, LLC

73.38K

Jun 30, 26

+31.00K

1.59%

GeoWealth Management, LLC

70.38K

Jun 30, 26

+17.49K

1.53%

ROYAL BANK OF CANADA

69.67K

Jun 30, 26

+1.24K

1.51%

Creative Planning

68.11K

Jun 30, 26

+226

1.48%

SageView Advisory Group, LLC

67.75K

Jun 30, 26

+293

1.47%

Avise Financial Cooperative, Inc.

62.46K

Jun 30, 26

-4.45K

1.35%

Perigon Wealth Management, LLC

51.69K

Jun 30, 26

+5.70K

1.12%

One Wealth Advisors, LLC

48.66K

Jun 30, 26

+3.08K

1.05%

Affiance Financial, LLC

41.94K

Jun 30, 26

+770

0.91%

Cambridge Investment Research Advisors, Inc.

41.60K

Jun 30, 26

+6.71K

0.90%

Merit Financial Group, LLC

40.34K

Jun 30, 26

+4.45K

0.87%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

40.11K

Jun 30, 26

-5.49K

0.87%

Horst & Graben Wealth Management LLC

39.67K

Jun 30, 26

+1.04K

0.86%

Resources Investment Advisors, LLC.

37.95K

Jun 30, 26

+1.12K

0.82%

Sharkey, Howes & Javer

37.71K

Jun 30, 26

-873

0.82%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

37.55K

Jun 30, 26

+2.67K

0.81%

Bank of New York Mellon Corp

35.88K

Jun 30, 26

-893

0.78%

Brinker Capital Investments, LLC

35.75K

Jun 30, 26

+3.79K

0.77%

SigFig Wealth Management, LLC

32.52K

Jun 30, 26

+301

0.70%

Buckingham Strategic Partners

31.48K

Jun 30, 26

+1.35K

0.68%

Davis Wealth Advisors, LLC

31.29K

Jun 30, 26

+3.48K

0.68%

CITADEL ADVISORS LLC

28.46K

Jun 30, 26

+1.78K

0.62%

Steward Partners Investment Advisory, LLC

25.70K

Jun 30, 26

+3.67K

0.56%

HighTower Advisors, LLC

24.06K

Jun 30, 26

-69

0.52%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

21.62K

Jun 30, 26

+21.62K

0.47%

RAYMOND JAMES FINANCIAL INC

20.61K

Jun 30, 26

+276

0.45%

Farther Finance Advisors, LLC

19.29K

Jun 30, 26

+4.42K

0.42%

MGO ONE SEVEN LLC

19.01K

Jun 30, 26

+142

0.41%

LexAurum Advisors, LLC

18.93K

Jun 30, 26

+3.91K

0.41%

Integrated Wealth Concepts LLC

18.51K

Jun 30, 26

+6.06K

0.40%

OpenArc Corporate Advisory, LLC

18.05K

Jun 30, 26

+373

0.39%

Cerity Partners LLC

17.93K

Jun 30, 26

+666

0.39%

Gerber Kawasaki Wealth & Investment Management

17.72K

Jun 30, 26

+563

0.38%

Advisory Services Network, LLC

17.09K

Jun 30, 26

+448

0.37%

RFG Advisory, LLC

16.62K

Jun 30, 26

+412

0.36%

SAGESPRING WEALTH PARTNERS, LLC

16.43K

Jun 30, 26

+422

0.36%

MERCER GLOBAL ADVISORS INC /ADV

15.70K

Jun 30, 26

+15.70K

0.34%

Regal Investment Advisors LLC

15.19K

Jun 30, 26

+247

0.33%

WILEY BROS.-AINTREE CAPITAL, LLC

13.67K

Jun 30, 26

+1.05K

0.30%

Concurrent Investment Advisors, LLC

12.86K

Jun 30, 26

+1.18K

0.28%

Snowden Capital Advisors LLC

12.67K

Jun 30, 26

+1.27K

0.27%

Cassaday & Co Wealth Management LLC

12.57K

Jun 30, 26

0.27%

ONE WEALTH CAPITAL MANAGEMENT, LLC

12.18K

Jun 30, 26

+1.28K

0.26%

ADVISOR GROUP HOLDINGS, INC.

12.07K

Jun 30, 26

+2.12K

0.26%

Keystone Financial Services

11.93K

Jun 30, 26

+1.28K

0.26%

Pensionmark Financial Group, LLC

11.88K

Jun 30, 26

-784

0.26%

KESTRA PRIVATE WEALTH SERVICES, LLC

11.49K

Jun 30, 26

+1.72K

0.25%

EverSource Wealth Advisors, LLC

11.35K

Jun 30, 26

+2.01K

0.25%

LIFELONG WEALTH ADVISORS, INC.

10.83K

Jun 30, 26

+625

0.23%

Wealth Alliance

10.42K

Jun 30, 26

+98

0.23%

Gateway Wealth Partners, LLC

9.91K

Jun 30, 26

-2.22K

0.21%

LifePlan Investment Advisors, Inc.

9.87K

Jun 30, 26

-211

0.21%

FIDUCIARY FINANCIAL GROUP, LLC

9.67K

Jun 30, 26

+9.67K

0.21%

THEORY FINANCIAL LLC

9.41K

Jun 30, 26

+537

0.20%

Diversify Advisory Services, LLC

9.03K

Jun 30, 26

+9.03K

0.20%

DIVERSIFY WEALTH MANAGEMENT, LLC

9.03K

Jun 30, 26

-550

0.20%

RCS Financial Planning, LLC

8.96K

Jun 30, 26

+86

0.19%

Navigation Group, LLC

8.86K

Jun 30, 26

+593

0.19%

MA Private Wealth

8.72K

Jun 30, 26

+8.72K

0.19%

EQ LLC

8.19K

Jun 30, 26

-636

0.18%

Cornerstone Planning Group LLC

8.07K

Jun 30, 26

+773

0.17%

Savvy Advisors, Inc.

8.06K

Jun 30, 26

+8.06K

0.17%

Pathstone Holdings, LLC

7.92K

Jun 30, 26

+7.92K

0.17%

Ashton Thomas Private Wealth, LLC

7.70K

Jun 30, 26

+6.65K

0.17%

Capital Analysts, LLC

7.39K

Jun 30, 26

+1.46K

0.16%

TRUIST FINANCIAL CORP

6.56K

Jun 30, 26

0.14%

Traveka Wealth, LLC

6.49K

Jun 30, 26

+6.49K

0.14%

Oregon Pacific Wealth Management, LLC

6.45K

Jun 30, 26

+131

0.14%

Focus Financial Network, Inc.

6.28K

Jun 30, 26

+6.28K

0.14%

MJP ASSOCIATES INC /ADV

6.23K

Jun 30, 26

+6.23K

0.14%

Advisor OS, LLC

6.23K

Jun 30, 26

+6.23K

0.14%

WEALTHGARDEN F.S. LLC

6.12K

Jun 30, 26

-388

0.13%

AE Wealth Management LLC

6.06K

Jun 30, 26

+2.42K

0.13%

CreativeOne Wealth, LLC

5.88K

Jun 30, 26

+5.88K

0.13%

Trilogy Capital Inc.

5.77K

Jun 30, 26

+5.77K

0.13%

Cypress Wealth Services, LLC

5.77K

Jun 30, 26

+5.77K

0.12%

Gen-Wealth Partners Inc

5.68K

Jun 30, 26

+465

0.12%

Bison Wealth, LLC

5.63K

Jun 30, 26

+5.63K

0.12%

Transamerica Financial Advisors, Inc.

3.12K

Jun 30, 26

+1.66K

0.07%

Tower Research Capital LLC (TRC)

3.10K

Jun 30, 26

-13.28K

0.07%

Larson Financial Group LLC

3.10K

Jun 30, 26

0.07%

HARBOUR INVESTMENTS, INC.

3.05K

Jun 30, 26

-97

0.07%

Addison Advisors LLC

3.04K

Jun 30, 26

-2.27K

0.07%

JFS WEALTH ADVISORS, LLC

2.39K

Jun 30, 26

0.05%

Global Retirement Partners, LLC

2.33K

Jun 30, 26

+2.33K

0.05%

FIFTH THIRD BANCORP

2.20K

Jun 30, 26

0.05%

Founders Financial Alliance, LLC

1.86K

Jun 30, 26

+1.86K

0.04%

CoreCap Advisors, LLC

1.74K

Jun 30, 26

+548

0.04%

StrongBox Wealth, LLC

1.70K

Jun 30, 26

+1.70K

0.04%

Physician Wealth Advisors, Inc.

1.69K

Jun 30, 26

+193

0.04%

Continuum Advisory, LLC

1.31K

Jun 30, 26

+1.31K

0.03%

BlackRock, Inc.

1.31K

Jun 30, 26

0.03%

UBS Group AG

1.28K

Jun 30, 26

+1.28K

0.03%

FMR LLC

1.21K

Jun 30, 26

+593

0.03%

SOA Wealth Advisors, LLC.

1.06K

Jun 30, 26

+101

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

876

Jun 30, 26

-32

0.02%

Parallel Advisors, LLC

747

Jun 30, 26

+747

0.02%

Rossby Financial, LCC

720

Jun 30, 26

-181

0.02%

EFG International AG

654

Jun 30, 26

-1

0.01%

Aptus Capital Advisors, LLC

621

Jun 30, 26

0.01%

IFG Advisory, LLC

476

Jun 30, 26

+476

0.01%

Buck Wealth Strategies, LLC

476

Jun 30, 26

+476

0.01%

First Bancorp, Inc /ME/

446

Jun 30, 26

+446

0.01%

NBT BANK N A /NY

438

Jun 30, 26

+438

0.01%

Godfrey Financial Associates, Inc.

406

Jun 30, 26

0.01%

MATHER GROUP, LLC.

345

Jun 30, 26

+31

0.01%

Oakmont Advisory Group, LLC

344

Jun 30, 26

+344

0.01%

WealthShield Partners, LLC

333

Jun 30, 26

+19

0.01%

WELLS FARGO & COMPANY/MN

330

Jun 30, 26

+177

0.01%

Kilter Group LLC

286

Jun 30, 26

+10

0.01%

Commonwealth Retirement Investments LLC

153

Jun 30, 26

+153

0.00%

JONES FINANCIAL COMPANIES LLLP

149

Jun 30, 26

+149

0.00%

IFP Advisors, Inc

140

Jun 30, 26

-196

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

+99

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Jun 30, 26

+20

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Jun 30, 26

+76

0.00%

Key Capital Management, INC

Jun 30, 26

0.00%

Atria Investments, Inc

Jun 30, 26

-10.30K

GTS SECURITIES LLC

Jun 30, 26

-57.97K

Estate Counselors, LLC

Jun 30, 26

-13.05K

Western Wealth Management, LLC

Jun 30, 26

-159

THRIVENT FINANCIAL FOR LUTHERANS

Jun 30, 26

-82.52K

Investor's Fiduciary Advisor Network, LLC

Jun 30, 26

-21.34K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-1.70K

Raleigh Capital Management Inc.

Jun 30, 26

-27

Skyline Advisors, Inc.

Jun 30, 26

-9.94K

CVA Family Office, LLC

Jun 30, 26

-288

Patriot Financial Group Insurance Agency, LLC

Jun 30, 26

-9.70K

JANE STREET GROUP, LLC

Jun 30, 26

-7.59K

CWM, LLC

156.71K

Mar 31, 26

+5.60K

3.40%

Charter Oak Capital Management, LLC

7.79K

Mar 31, 26

0.17%

Sunbelt Securities, Inc.

104

Mar 31, 26

0.00%

Austin Private Wealth, LLC

19.39K

Dec 31, 25

+7.23K

0.42%

COMERICA BANK

2.60K

Dec 31, 25

+948

0.06%

BlackRock Inc.

120.00K

Jun 30, 24

2.60%

BENJAMIN F. EDWARDS & COMPANY, INC.

2.38K

Jun 30, 24

+1.78K

0.05%