iShares Fallen Angels USD Bond ETF(FALN)

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iShares Fallen Angels USD Bond ETF(FALN)

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$27.00—

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FALN(FALN)

FALN

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

Institutional Ownership

Top 404 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	7.34M	Jun 30, 26	-177.76K	12.10%
Municipal Employees' Retirement System of Michigan	4.66M	Jun 30, 26	+1.00M	7.67%
MORGAN STANLEY	4.59M	Jun 30, 26	+967.67K	7.56%
LPL Financial LLC	2.08M	Jun 30, 26	-252.51K	3.42%
Allworth Financial LP	1.29M	Jun 30, 26	-104.18K	2.12%
ESL Trust Services, LLC	1.24M	Jun 30, 26	-1.00K	2.05%
POTOMAC FUND MANAGEMENT INC /ADV	1.10M	Jun 30, 26	+1.10M	1.81%
ALLIANCEBERNSTEIN L.P.	907.83K	Jun 30, 26	-51.18K	1.50%
BlackRock, Inc.	733.78K	Jun 30, 26	+21.26K	1.21%
Baker Avenue Asset Management, LP	703.88K	Jun 30, 26	+23.39K	1.16%
NOVEM GROUP	687.04K	Jun 30, 26	+27.87K	1.13%
Cambridge Investment Research Advisors, Inc.	679.27K	Jun 30, 26	+97.71K	1.12%
UBS Group AG	648.89K	Jun 30, 26	+116.79K	1.07%
AMERIPRISE FINANCIAL INC	604.62K	Jun 30, 26	-29.79K	1.00%
TOEWS CORP /ADV	603.90K	Jun 30, 26	+603.90K	0.99%
Cetera Investment Advisers	532.07K	Jun 30, 26	+6.62K	0.88%
State of New Jersey Common Pension Fund D	525.00K	Jun 30, 26	--	0.86%
Creative Planning	498.77K	Jun 30, 26	+25.06K	0.82%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	472.07K	Jun 30, 26	+139.55K	0.78%
COMMONWEALTH EQUITY SERVICES, LLC	424.10K	Jun 30, 26	+70.35K	0.70%
NOMURA ASSET MANAGEMENT CO LTD	402.80K	Jun 30, 26	-193.30K	0.66%
ENVESTNET ASSET MANAGEMENT INC	398.72K	Jun 30, 26	+20.32K	0.66%
Breakwater Capital Group	385.76K	Jun 30, 26	+26.13K	0.64%
EP Wealth Advisors, LLC	349.14K	Jun 30, 26	+326.89K	0.58%
HF Advisory Group, LLC	294.11K	Jun 30, 26	+25.31K	0.48%
Prepared Retirement Institute LLC	268.82K	Jun 30, 26	+2.31K	0.44%
CAPITAL WEALTH MANAGEMENT, LLC	266.54K	Jun 30, 26	+22.74K	0.44%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	262.23K	Jun 30, 26	+2.23K	0.43%
Independence Financial Advisors, LLC	256.95K	Jun 30, 26	+256.95K	0.42%
ADVISOR GROUP HOLDINGS, INC.	248.38K	Jun 30, 26	-49.31K	0.41%
Bridgelight Financial Advisors, Inc.	241.42K	Jun 30, 26	+58.21K	0.40%
Petix & Botte Co	234.67K	Jun 30, 26	-11.80K	0.39%
GREAT VALLEY ADVISOR GROUP, INC.	232.82K	Jun 30, 26	+11.21K	0.38%
Commonwealth Financial Services, LLC	227.88K	Jun 30, 26	+227.88K	0.38%
FIRST CITIZENS BANK & TRUST CO	197.91K	Jun 30, 26	+5.34K	0.33%
THRIVENT FINANCIAL FOR LUTHERANS	179.14K	Jun 30, 26	+169.92K	0.30%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	170.25K	Jun 30, 26	--	0.28%
Asset Allocation Strategies LLC	168.82K	Jun 30, 26	-2.27K	0.28%
Private Advisor Group, LLC	164.45K	Jun 30, 26	-152.39K	0.27%
JPMORGAN CHASE & CO	163.78K	Jun 30, 26	+35.57K	0.27%
Insight Wealth Partners, LLC	157.00K	Jun 30, 26	-27.14K	0.26%
Transamerica Financial Advisors, Inc.	156.79K	Jun 30, 26	-3.95K	0.26%
Liberty Atlantic Advisors LLC	154.97K	Jun 30, 26	+19.47K	0.26%
ASSETMARK, INC	149.45K	Jun 30, 26	-17.77K	0.25%
RAYMOND JAMES FINANCIAL INC	146.75K	Jun 30, 26	-3.68K	0.24%
Tower Research Capital LLC (TRC)	144.57K	Jun 30, 26	+144.51K	0.24%
Impact Partnership Wealth, LLC	144.35K	Jun 30, 26	-12.65K	0.24%
Diversify Advisory Services, LLC	140.33K	Jun 30, 26	+140.33K	0.23%
DIVERSIFY WEALTH MANAGEMENT, LLC	140.33K	Jun 30, 26	+10.90K	0.23%
Client First Investment Management LLC	139.13K	Jun 30, 26	+139.13K	0.23%
Ignite Planners, LLC	136.45K	Jun 30, 26	+3.54K	0.22%
US BANCORP \DE\	134.35K	Jun 30, 26	+7.15K	0.22%
Envestnet Portfolio Solutions, Inc.	132.06K	Jun 30, 26	+11.53K	0.22%
KRAEMATON INVESTMENT ADVISORS, INC	127.15K	Jun 30, 26	-684	0.21%
Allianz Asset Management GmbH	124.20K	Jun 30, 26	--	0.20%
Glassy Mountain Advisors, Inc.	121.09K	Jun 30, 26	+3.17K	0.20%
JANE STREET GROUP, LLC	114.61K	Jun 30, 26	+98.74K	0.19%
Kestra Advisory Services, LLC	114.19K	Jun 30, 26	-65.32K	0.19%
MML INVESTORS SERVICES, LLC	113.83K	Jun 30, 26	-10.65K	0.19%
MANNING & NAPIER ADVISORS LLC	110.69K	Jun 30, 26	+9.13K	0.18%
Perigon Wealth Management, LLC	110.41K	Jun 30, 26	+16.98K	0.18%
Cornerstone Planning Group LLC	107.50K	Jun 30, 26	+3.41K	0.18%
D L CARLSON INVESTMENT GROUP INC	104.70K	Jun 30, 26	+6.87K	0.17%
Invesco Ltd.	104.26K	Jun 30, 26	-1.29M	0.17%
Strategic Financial Concepts, LLC	99.34K	Jun 30, 26	+96.67K	0.16%
WILEY BROS.-AINTREE CAPITAL, LLC	96.16K	Jun 30, 26	+2.14K	0.16%
Cerity Partners LLC	95.97K	Jun 30, 26	-2.92K	0.16%
Parcion Private Wealth LLC	95.86K	Jun 30, 26	+2.66K	0.16%
Addison Capital Co	94.84K	Jun 30, 26	+764	0.16%
NOVARE CAPITAL MANAGEMENT LLC	93.58K	Jun 30, 26	-535	0.15%
ATX Financial Planning, LLC	93.15K	Jun 30, 26	+16.15K	0.15%
Resources Investment Advisors, LLC.	90.92K	Jun 30, 26	-18.66K	0.15%
Napier Financial, LLC	86.62K	Jun 30, 26	+934	0.14%
ROYAL BANK OF CANADA	82.04K	Jun 30, 26	+4.18K	0.14%
Mount Lucas Management LP	81.40K	Jun 30, 26	+1.77K	0.13%
Coastline Trust Co	79.82K	Jun 30, 26	+1.69K	0.13%
Sherry Group, Inc.	79.61K	Jun 30, 26	-418	0.13%
Scarborough Advisors, LLC	78.32K	Jun 30, 26	-195.42K	0.13%
FORTE ASSET MANAGEMENT LLC	78.00K	Jun 30, 26	--	0.13%
FOCUS Wealth Advisors, LLC	75.20K	Jun 30, 26	+3.22K	0.12%
INSIGNEO ADVISORY SERVICES, LLC	75.09K	Jun 30, 26	+75.09K	0.12%
Kingsview Wealth Management, LLC	74.49K	Jun 30, 26	+45.75K	0.12%
GOLDMAN SACHS GROUP INC	73.41K	Jun 30, 26	-98.09K	0.12%
NewEdge Advisors, LLC	73.15K	Jun 30, 26	+20.31K	0.12%
Synergy Asset Management, LLC	72.70K	Jun 30, 26	+72.70K	0.12%
PNC FINANCIAL SERVICES GROUP, INC.	72.48K	Jun 30, 26	-3.82K	0.12%
GUIDANCE CAPITAL, INC	71.94K	Jun 30, 26	+8.86K	0.12%
Ausdal Financial Partners, Inc.	65.02K	Jun 30, 26	+1.50K	0.11%
HighTower Advisors, LLC	64.89K	Jun 30, 26	-30.43K	0.11%
FIFTH THIRD SECURITIES, INC.	64.50K	Jun 30, 26	+2.67K	0.11%
AXS Investments LLC	63.03K	Jun 30, 26	+63.03K	0.10%
MATHER GROUP, LLC.	58.55K	Jun 30, 26	-11.30K	0.10%
FIFTH THIRD BANCORP	56.76K	Jun 30, 26	-4.73K	0.09%
Marex Group plc	53.52K	Jun 30, 26	-186.19K	0.09%
SEAVIEW INVESTMENT MANAGERS LLC	53.34K	Jun 30, 26	+14.14K	0.09%
Allie Family Office LLC	53.25K	Jun 30, 26	+30.40K	0.09%
Wealth Advisory Solutions, LLC	53.10K	Jun 30, 26	-208	0.09%
DDFG, Inc	52.89K	Jun 30, 26	+366	0.09%
Janney Montgomery Scott LLC	52.56K	Jun 30, 26	-2.13K	0.09%
Integrated Wealth Concepts LLC	51.23K	Jun 30, 26	+3.92K	0.08%
Concurrent Investment Advisors, LLC	49.73K	Jun 30, 26	-62.03K	0.08%
Insight Advisors, LLC/ PA	48.03K	Jun 30, 26	+1.82K	0.08%
Farther Finance Advisors, LLC	46.18K	Jun 30, 26	+190	0.08%
Simplicity Wealth,LLC	45.98K	Jun 30, 26	+21.70K	0.08%
M.E. ALLISON & CO., INC.	45.22K	Jun 30, 26	+41	0.07%
Equitable Holdings, Inc.	44.90K	Jun 30, 26	+8.09K	0.07%
GTS SECURITIES LLC	41.85K	Jun 30, 26	+41.85K	0.07%
D.A. DAVIDSON & CO.	40.86K	Jun 30, 26	-1.38K	0.07%
Wealthfront Advisers LLC	40.66K	Jun 30, 26	-15.35K	0.07%
Centurion Wealth Management LLC	40.63K	Jun 30, 26	-1.20K	0.07%
STIFEL FINANCIAL CORP	39.73K	Jun 30, 26	+1.65K	0.07%
Geneos Wealth Management Inc.	38.48K	Jun 30, 26	+1.40K	0.06%
OpenArc Corporate Advisory, LLC	38.06K	Jun 30, 26	+601	0.06%
OPPENHEIMER & CO INC	34.21K	Jun 30, 26	-839	0.06%
TriaGen Wealth Management LLC	33.67K	Jun 30, 26	-220	0.06%
PRINCIPAL SECURITIES, INC.	32.68K	Jun 30, 26	+232	0.05%
Fundamentum, LLC	32.64K	Jun 30, 26	+3.20K	0.05%
AE Wealth Management LLC	31.69K	Jun 30, 26	-4.42K	0.05%
Prime Capital Investment Advisors, LLC	30.28K	Jun 30, 26	+268	0.05%
HALLMARK CAPITAL MANAGEMENT INC	30.18K	Jun 30, 26	-409	0.05%
LexAurum Advisors, LLC	29.99K	Jun 30, 26	+415	0.05%
MERCER GLOBAL ADVISORS INC /ADV	29.73K	Jun 30, 26	-5.74K	0.05%
Ballast Rock Private Wealth LLC	28.39K	Jun 30, 26	+243	0.05%
Wilson & Boucher Capital Management, LLC	27.50K	Jun 30, 26	--	0.05%
Annex Advisory Services, LLC	27.48K	Jun 30, 26	-3.01M	0.05%
Meridian Financial, LLC	27.45K	Jun 30, 26	+3.19K	0.05%
Symphony Financial, Ltd. Co.	27.11K	Jun 30, 26	+784	0.04%
Yoder Wealth Management, Inc.	26.95K	Jun 30, 26	-400	0.04%
Bright Futures Wealth Management, LLC.	26.70K	Jun 30, 26	+298	0.04%
NorthRock Partners, LLC	26.51K	Jun 30, 26	-4.62K	0.04%
Western Financial Corp/CA	26.19K	Jun 30, 26	+1.61K	0.04%
Outlook Wealth Advisors, LLC	26.08K	Jun 30, 26	+636	0.04%
PUREfi Wealth, LLC	25.86K	Jun 30, 26	+2.00K	0.04%
Sanctuary Advisors, LLC	25.76K	Jun 30, 26	+342	0.04%
Brookstone Capital Management	25.62K	Jun 30, 26	-160	0.04%
Arkadios Wealth Advisors	25.61K	Jun 30, 26	+12.90K	0.04%
ABSOLUTE CAPITAL MANAGEMENT, LLC	25.40K	Jun 30, 26	-35.06K	0.04%
Exchange Bank	24.98K	Jun 30, 26	--	0.04%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	24.49K	Jun 30, 26	+9.17K	0.04%
Dynamic Advisor Solutions LLC	24.40K	Jun 30, 26	+500	0.04%
First Citizens Asset Management, Inc.	24.27K	Jun 30, 26	+1.48K	0.04%
Hyundai Investments Co., Ltd.	24.12K	Jun 30, 26	+11.54K	0.04%
Kaizen Financial Strategies	23.46K	Jun 30, 26	+6.22K	0.04%
Rialto Wealth Management, LLC	23.23K	Jun 30, 26	-6.91K	0.04%
Sequoia Financial Advisors, LLC	22.84K	Jun 30, 26	-62.01K	0.04%
Cornerstone Wealth Management, LLC	22.56K	Jun 30, 26	+5.63K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	22.56K	Jun 30, 26	-5.07K	0.04%
L.K. Benson & Company, P.C.	22.16K	Jun 30, 26	+1.54K	0.04%
Herold Advisors, Inc.	22.14K	Jun 30, 26	+8.37K	0.04%
Beacon Financial Advisory LLC	21.86K	Jun 30, 26	+3.45K	0.04%
CLIENT 1ST ADVISORY GROUP, LLC	21.07K	Jun 30, 26	-158	0.03%
JONES FINANCIAL COMPANIES LLLP	20.14K	Jun 30, 26	+6.54K	0.03%
WINTON GROUP Ltd	20.10K	Jun 30, 26	+20.10K	0.03%
MMBG INVESTMENT ADVISORS CO.	19.09K	Jun 30, 26	+2.81K	0.03%
Eddie Patel Inc	18.16K	Jun 30, 26	+18.16K	0.03%
Mariner, LLC	17.27K	Jun 30, 26	-11.02K	0.03%
Ancora Advisors, LLC	16.88K	Jun 30, 26	--	0.03%
Keating Financial Advisory Services, Inc.	16.63K	Jun 30, 26	+1.14K	0.03%
ESG Planning	16.28K	Jun 30, 26	-747	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	16.07K	Jun 30, 26	+7	0.03%
Advisory Services Network, LLC	15.37K	Jun 30, 26	+299	0.03%
PFG Investments, LLC	15.08K	Jun 30, 26	+15.08K	0.02%
Pinnacle Financial Partners, Inc.	14.99K	Jun 30, 26	+14.99K	0.02%
Cedar Point Capital Partners, LLC	14.82K	Jun 30, 26	+843	0.02%
Cartesian Growth Corp	14.72K	Jun 30, 26	+14.72K	0.02%
Baird Financial Group, Inc.	14.64K	Jun 30, 26	-224	0.02%
J.W. COLE ADVISORS, INC.	13.81K	Jun 30, 26	-356	0.02%
Balanced Rock Investment Advisor	13.63K	Jun 30, 26	+988	0.02%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	13.48K	Jun 30, 26	-2.08K	0.02%
Manchester Capital Management LLC	13.45K	Jun 30, 26	-4.31K	0.02%
MCDONALD PARTNERS LLC	13.27K	Jun 30, 26	--	0.02%
MONEY CONCEPTS CAPITAL CORP	13.18K	Jun 30, 26	+4.11K	0.02%
Zinnia Wealth Advisory, LLC	13.15K	Jun 30, 26	-3.30K	0.02%
Community Bank & Trust, Waco, Texas	13.05K	Jun 30, 26	+1.99K	0.02%
Plan Group Financial, LLC	12.74K	Jun 30, 26	+12.74K	0.02%
Qube Research & Technologies Ltd	12.65K	Jun 30, 26	+12.65K	0.02%
Sequent Planning LLC	12.48K	Jun 30, 26	+155	0.02%
Wealthcare Advisory Partners LLC	12.43K	Jun 30, 26	-2.54K	0.02%
AlphaCentric Advisors LLC	12.18K	Jun 30, 26	+516	0.02%
Rockefeller Capital Management L.P.	11.85K	Jun 30, 26	-2.72K	0.02%
FLOW TRADERS U.S. LLC	11.82K	Jun 30, 26	+11.82K	0.02%
Arete Wealth Advisors, LLC	11.77K	Jun 30, 26	--	0.02%
RMB Capital Management, LLC	11.75K	Jun 30, 26	+11.75K	0.02%
Box Hill Private Wealth LLC	11.63K	Jun 30, 26	-999	0.02%
Bank of New York Mellon Corp	11.57K	Jun 30, 26	+664	0.02%
Infinity Wealth Counsel, LLC	11.46K	Jun 30, 26	--	0.02%
LIBERTY SQUARE WEALTH PARTNERS LLC	11.37K	Jun 30, 26	--	0.02%
Prospera Financial Services Inc	11.35K	Jun 30, 26	+2.63K	0.02%
Van Diest Capital, LLC	11.33K	Jun 30, 26	+11.33K	0.02%
Gladstone Institutional Advisory LLC	11.29K	Jun 30, 26	-1.34K	0.02%
Invst, LLC	10.72K	Jun 30, 26	+10.72K	0.02%
Intergy Private Wealth, LLC	10.57K	Jun 30, 26	+888	0.02%
WINEBRENNER CAPITAL MANAGEMENT LLC	10.47K	Jun 30, 26	--	0.02%
PFG Advisors	10.41K	Jun 30, 26	-215	0.02%
Steel Peak Wealth Management LLC	10.13K	Jun 30, 26	+411	0.02%
Vontobel Holding Ltd.	10.00K	Jun 30, 26	+2.00K	0.02%
Parallel Advisors, LLC	9.91K	Jun 30, 26	--	0.02%
B. Riley Wealth Advisors, Inc.	9.88K	Jun 30, 26	+96	0.02%
AQR CAPITAL MANAGEMENT LLC	9.59K	Jun 30, 26	+9.59K	0.02%
Gateway Wealth Partners, LLC	9.53K	Jun 30, 26	-11.67K	0.02%
Sigma Planning Corp	9.53K	Jun 30, 26	+39	0.02%
Navis Wealth Advisors, LLC	9.51K	Jun 30, 26	+287	0.02%
Signal Advisors Wealth, LLC	9.39K	Jun 30, 26	-33.08K	0.02%
Live Oak Investment Partners	9.27K	Jun 30, 26	-201	0.02%
TRUIST FINANCIAL CORP	9.11K	Jun 30, 26	+22	0.02%
Spire Wealth Management	8.91K	Jun 30, 26	-70	0.01%
COFG Advisors, LLC	8.89K	Jun 30, 26	-551	0.01%
Summit Financial, LLC	8.77K	Jun 30, 26	-198	0.01%
Steward Partners Investment Advisory, LLC	8.70K	Jun 30, 26	+4.10K	0.01%
CENTRAL TRUST Co	8.50K	Jun 30, 26	-2.50K	0.01%
Banque Cantonale Vaudoise	8.41K	Jun 30, 26	-410	0.01%
RENAISSANCE TECHNOLOGIES LLC	8.40K	Jun 30, 26	+8.40K	0.01%
CITADEL ADVISORS LLC	8.27K	Jun 30, 26	+8.27K	0.01%
Apollon Wealth Management, LLC	8.17K	Jun 30, 26	+413	0.01%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	8.05K	Jun 30, 26	-1.64K	0.01%
Dorsey & Whitney Trust CO LLC	8.00K	Jun 30, 26	--	0.01%
IHT Wealth Management, LLC	7.91K	Jun 30, 26	-69	0.01%
Global Assets Advisory, LLC	7.87K	Jun 30, 26	+22	0.01%
Storen Legacy Partners, LLC	7.83K	Jun 30, 26	+127	0.01%
ETF Store, Inc.	7.74K	Jun 30, 26	+7.74K	0.01%
Sovran Advisors, LLC	7.71K	Jun 30, 26	-9.06K	0.01%
HOHIMER WEALTH MANAGEMENT, LLC	7.69K	Jun 30, 26	+7.69K	0.01%
COLUMBIA ADVISORY PARTNERS LLC	7.62K	Jun 30, 26	+7.62K	0.01%
Saxony Capital Management, LLC	7.45K	Jun 30, 26	-152	0.01%
PARK AVENUE SECURITIES LLC	7.39K	Jun 30, 26	-593	0.01%
Bank of New Hampshire	7.08K	Jun 30, 26	--	0.01%
BANK OF MONTREAL /CAN/	6.44K	Jun 30, 26	+10	0.01%
Orion Capital Management LLC	5.50K	Jun 30, 26	--	0.01%
FMR LLC	5.16K	Jun 30, 26	-2.89K	0.01%
Continuum Advisory, LLC	5.10K	Jun 30, 26	+5.10K	0.01%
CONSULTIVA WEALTH MANAGEMENT, CORP.	4.86K	Jun 30, 26	+913	0.01%
Winthrop Capital Management, LLC	4.74K	Jun 30, 26	+4.74K	0.01%
CITIGROUP INC	4.74K	Jun 30, 26	--	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	4.67K	Jun 30, 26	+4.64K	0.01%
Kroeger Financial Partners	4.22K	Jun 30, 26	+4.22K	0.01%
MCGUIRE CAPITAL ADVISORS INC	3.49K	Jun 30, 26	-133	0.01%
Philadelphia Investment Partners, LLC	3.49K	Jun 30, 26	+42	0.01%
IFG Advisory, LLC	3.47K	Jun 30, 26	+3.47K	0.01%
HARBOUR INVESTMENTS, INC.	3.43K	Jun 30, 26	-203	0.01%
PRIVATE TRUST CO NA	2.95K	Jun 30, 26	--	0.00%
FAS Wealth Partners, Inc.	2.71K	Jun 30, 26	+2.32K	0.00%
IFP Advisors, Inc	2.59K	Jun 30, 26	-2.00K	0.00%
Wealth Enhancement Trust Services, Inc.	2.55K	Jun 30, 26	-20	0.00%
CoreCap Advisors, LLC	2.36K	Jun 30, 26	+501	0.00%
Y.D. More Investments Ltd	2.00K	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	1.92K	Jun 30, 26	+1.79K	0.00%
Beacon Financial Strategies CORP	1.82K	Jun 30, 26	+1.82K	0.00%
BRYN MAWR TRUST Co	1.73K	Jun 30, 26	-14.03K	0.00%
GILPIN WEALTH MANAGEMENT, LLC	1.63K	Jun 30, 26	+18	0.00%
SIMPLEX TRADING, LLC	1.50K	Jun 30, 26	+1.50K	0.00%
Asset Dedication, LLC	1.29K	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	1.26K	Jun 30, 26	+20	0.00%
Strategic Investment Solutions, Inc. /IL	1.24K	Jun 30, 26	+18	0.00%
Wellington Grp LLC	979	Jun 30, 26	--	0.00%
WELLS FARGO & COMPANY/MN	863	Jun 30, 26	-242	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	824	Jun 30, 26	+746	0.00%
WOLFF WIESE MAGANA LLC	802	Jun 30, 26	-615	0.00%
Signature Resources Capital Management, LLC	788	Jun 30, 26	--	0.00%
Bravera Wealth	734	Jun 30, 26	--	0.00%
Founders Financial Alliance, LLC	680	Jun 30, 26	--	0.00%
Triumph Capital Management	650	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	571	Jun 30, 26	+571	0.00%
HUNTINGTON NATIONAL BANK	544	Jun 30, 26	--	0.00%
Ameliora Wealth Management Ltd.	506	Jun 30, 26	--	0.00%
Bogart Wealth, LLC	484	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	453	Jun 30, 26	--	0.00%
Rosenberg Matthew Hamilton	441	Jun 30, 26	--	0.00%
NBT BANK N A /NY	374	Jun 30, 26	-2.90K	0.00%
Cape Investment Advisory, Inc.	359	Jun 30, 26	+359	0.00%
Vision Retirement, LLC	350	Jun 30, 26	-237	0.00%
TD Waterhouse Canada Inc.	278	Jun 30, 26	--	0.00%
BLAIR WILLIAM & CO/IL	247	Jun 30, 26	-38.26K	0.00%
DELTA ASSET MANAGEMENT LLC/TN	226	Jun 30, 26	--	0.00%
Institute for Wealth Management, LLC.	152	Jun 30, 26	+152	0.00%
BNP PARIBAS ARBITRAGE, SNC	145	Jun 30, 26	+95	0.00%
Archer Investment Corp	142	Jun 30, 26	--	0.00%
SBI Securities Co., Ltd.	101	Jun 30, 26	+100	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	94	Jun 30, 26	+94	0.00%
Newbridge Financial Services Group, Inc.	69	Jun 30, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	53	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	42	Jun 30, 26	--	0.00%
Capital Investment Advisory Services, LLC	31	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	27	Jun 30, 26	+1	0.00%
Rossby Financial, LCC	26	Jun 30, 26	--	0.00%
MASECO LLP	17	Jun 30, 26	--	0.00%
SILVER OAK SECURITIES, INCORPORATED	12	Jun 30, 26	+12	0.00%
DHJJ Financial Advisors, Ltd.	10	Jun 30, 26	--	0.00%
Concord Wealth Partners	10	Jun 30, 26	+10	0.00%
FIDUCIARY FINANCIAL ADVISORS	6	Jun 30, 26	+6	0.00%
Retirement Wealth Solutions LLC	4	Jun 30, 26	-1	0.00%
EverSource Wealth Advisors, LLC	3	Jun 30, 26	-297	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2	Jun 30, 26	--	0.00%
Kingdom Financial Group LLC.	2	Jun 30, 26	--	0.00%
Reyes Financial Architecture, Inc.	--	Jun 30, 26	-10.36K	--
RMG Wealth Management LLC	--	Jun 30, 26	-1.16K	--
Annis Gardner Whiting Capital Advisors, LLC	--	Jun 30, 26	-6.34K	--
Independent Advisor Alliance	--	Jun 30, 26	-97.34K	--
Golden State Equity Partners	--	Jun 30, 26	-39.74K	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-431	--
WESBANCO BANK INC	--	Jun 30, 26	-20.00K	--
PAX Financial Group, LLC	--	Jun 30, 26	-13.64K	--
AdvisorNet Financial, Inc	--	Jun 30, 26	-277	--
Golden State Wealth Management, LLC	--	Jun 30, 26	-1.63K	--
ST GERMAIN D J CO INC	--	Jun 30, 26	-134	--
Proficio Capital Partners LLC	--	Jun 30, 26	-89.92K	--
MAI Capital Management	--	Jun 30, 26	-839	--
Western Wealth Management, LLC	--	Jun 30, 26	-539	--
Merit Financial Group, LLC	--	Jun 30, 26	-28.72K	--
Alteri Wealth LLC	--	Jun 30, 26	-8.14K	--
DARA CAPITAL US, INC.	--	Jun 30, 26	-26.34K	--
Investment Management Trust, LLC	--	Jun 30, 26	-20.28K	--
Root Financial Partners, LLC	--	Jun 30, 26	-6.48K	--
WealthShield Partners, LLC	--	Jun 30, 26	-1.15K	--
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-15.35K	--
Boreal Capital Management LLC	--	Jun 30, 26	-1	--
Lloyd Advisory Services, LLC.	--	Jun 30, 26	-2	--
Bell Investment Advisors, Inc	--	Jun 30, 26	-410	--
KM Capital Management Ltd.	--	Jun 30, 26	-2.53K	--
EXCEL SECURITIES & ASSOCIATES, INC.	--	Jun 30, 26	-72.60K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-3.32K	--
CULLEN/FROST BANKERS, INC.	--	Jun 30, 26	-57	--
Sierra Capital LLC	--	Jun 30, 26	-31.18K	--
State of Tennessee, Treasury Department	--	Jun 30, 26	-926.00K	--
OLD MISSION CAPITAL LLC	--	Jun 30, 26	-162.81K	--
NTV ASSET MANAGEMENT LLC	--	Jun 30, 26	-8.30K	--
Caldwell Trust Co	--	Jun 30, 26	-850	--
ALBION FINANCIAL GROUP /UT	--	Jun 30, 26	-14	--
Key FInancial Inc	--	Jun 30, 26	-12	--
Merkkuri Wealth Advisors LLC	--	Jun 30, 26	-295	--
ASHFORD CAPITAL MANAGEMENT INC	--	Jun 30, 26	-294.02K	--
SHP Wealth Management	--	Jun 30, 26	-7	--
ASHFORD CAPITAL MANAGEMENT INC	294.02K	Mar 31, 26	+54.98K	0.48%
CWM, LLC	98.55K	Mar 31, 26	-83.19K	0.16%
INTEGRITY WEALTH ADVISORS, INC.	88.40K	Mar 31, 26	+33.89K	0.15%
VectorGlobal IAG, Inc.	29.75K	Mar 31, 26	+29.75K	0.05%
JOURNEY STRATEGIC WEALTH LLC	16.84K	Mar 31, 26	--	0.03%
U.S. Capital Wealth Advisors, LLC	11.13K	Mar 31, 26	-716	0.02%
Sunbelt Securities, Inc.	3.15K	Mar 31, 26	+5	0.01%
COMERICA BANK	39.24K	Dec 31, 25	-63	0.06%
TUCKER ASSET MANAGEMENT LLC	40	Dec 31, 25	+40	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-522	--
Abich Financial Wealth Management LLC	7.04K	Sep 30, 25	+7.04K	0.01%
Martin Worley Group	132.40K	Jun 30, 25	+14.48K	0.22%
Atria Wealth Solutions, Inc.	39.39K	Jun 30, 25	-89.57K	0.06%
AVANTAX ADVISORY SERVICES, INC.	17.86K	Jun 30, 25	+129	0.03%
First Horizon Advisors, Inc.	4.71K	Jun 30, 25	-4.73K	0.01%
DOHJ, LLC	--	Jun 30, 25	-149.01K	--
US FINANCIAL ADVISORS, LLC	81.43K	Mar 31, 25	+1.70K	0.13%
Orion Portfolio Solutions, LLC	32.24K	Mar 31, 25	-82.07K	0.05%
Aveo Capital Partners, LLC	28.81K	Mar 31, 25	+10.76K	0.05%
Executive Wealth Management, LLC	338.80K	Dec 31, 24	+14.80K	0.56%
WR Wealth Planners, LLC	885	Dec 31, 24	-166	0.00%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-4.89K	--
Raymond James Financial Services Advisors, Inc.	155.68K	Sep 30, 24	+17.09K	0.26%
RAYMOND JAMES & ASSOCIATES	45.81K	Sep 30, 24	-12.08K	0.08%
Family Asset Management, LLC	20.92K	Sep 30, 24	-10.04K	0.03%
New Potomac Partners, LLC	6.65K	Sep 30, 24	+6.65K	0.01%
Peterson Financial Group, Inc.	72	Sep 30, 24	+72	0.00%
FinTrust Capital Advisors, LLC	10	Sep 30, 24	--	0.00%
BlackRock Inc.	605.78K	Jun 30, 24	-73.39K	1.00%
Coombe, Bender & Co LLC	42.41K	Jun 30, 24	+1.34K	0.07%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-8.31K	--
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	670.38K	Mar 31, 24	+56.38K	1.10%
Cetera Advisors LLC	464.61K	Mar 31, 24	+72.45K	0.77%
Cetera Advisor Networks LLC	167.90K	Mar 31, 24	-4.63K	0.28%
CALIBER WEALTH MANAGEMENT, LLC	148.51K	Mar 31, 24	+83.80K	0.24%
Manning & Napier Group, LLC	111.86K	Mar 31, 24	+36.40K	0.18%
WEALTHSOURCE PARTNERS, LLC	18.86K	Dec 31, 23	+10.49K	0.03%
PROVENCE WEALTH MANAGEMENT GROUP	5.97K	Dec 31, 23	-90	0.01%
Scarborough Advisors, LLC	4.36K	Dec 31, 23	+4.36K	0.01%
Baystate Wealth Management LLC	18	Dec 31, 23	--	0.00%
Key Bridge Compliance, LLC	48.40K	Sep 30, 23	+48.40K	0.08%
COMERICA SECURITIES,INC.	--	Sep 30, 23	-51.24K	--
Icon Wealth Partners, LLC	--	Sep 30, 23	-41.21K	--
VALLEY FINANCIAL MANAGEMENT, INC.	34.99K	Jun 30, 23	-2.16K	0.06%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-14	--
BMS Financial Advisors, LLC	--	Jun 30, 23	-10.97K	--
HARVEST GROUP WEALTH MANAGEMENT, LLC	4.55K	Mar 31, 23	-636	0.01%
Foresight Wealth Management, LLC	--	Dec 31, 22	-20.14K	--
Laurel Wealth Advisors, Inc.	--	Dec 31, 22	-16.90K	--
Spectrum Management Group, LLC	63.41K	Sep 30, 22	+63.33K	0.10%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	45.17K	Sep 30, 22	+1.74K	0.07%
WESTERN FINANCIAL Corp	41.71K	Sep 30, 22	-12.08K	0.07%
ROOSEVELT INVESTMENT GROUP LLC	21.00K	Sep 30, 22	+955	0.03%
American Portfolios Advisors	7.91K	Sep 30, 22	-637	0.01%
Strategic Asset Management, LLC	3.92K	Sep 30, 22	-2.50K	0.01%
KARLINSKI ANDREW C	1.55K	Sep 30, 22	+887	0.00%
B. Riley Wealth Management, Inc.	16.64K	Jun 30, 22	--	0.03%
Private Capital Group, LLC	7.69K	Jun 30, 22	-19.48K	0.01%
HC FINANCIAL ADVISORS INC	178	Jun 30, 22	+178	0.00%
Lake Point Wealth Management	44	Jun 30, 22	+44	0.00%
Karn, Couzens & Associates, Inc.	10.42K	Mar 31, 22	+2.93K	0.02%
Biltmore Capital Advisors LLC	206.43K	Dec 31, 21	+28.80K	0.34%
HawsGoodwin Investment Management LLC	156.94K	Dec 31, 21	+5.39K	0.26%
NEXT Financial Group, Inc	127.93K	Dec 31, 21	+63.42K	0.21%
VIVID FINANCIAL MANAGEMENT, INC.	125.70K	Dec 31, 21	+27.47K	0.21%
Carroll Financial Associates, Inc.	13.97K	Dec 31, 21	+13.97K	0.02%
Cardan Capital Partners, LLC	335.56K	Sep 30, 21	-28.60K	0.55%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	44.01K	Sep 30, 21	+5.59K	0.07%
Cascadia Advisory Services, LLC	26.44K	Sep 30, 21	+14.78K	0.04%
LifePlan Financial Group, Inc	129	Sep 30, 20	--	0.00%
Global Financial Private Capital, Inc	1.20K	Jun 30, 20	-33.47K	0.00%
Advisor Group, Inc.	40.40K	Dec 31, 19	+12.48K	0.07%
LADENBURG THALMANN FINANCIAL SERVICES INC.	18.87K	Dec 31, 19	-5.78K	0.03%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

7.34M

Jun 30, 26

-177.76K

12.10%

Municipal Employees' Retirement System of Michigan

4.66M

Jun 30, 26

+1.00M

7.67%

MORGAN STANLEY

4.59M

Jun 30, 26

+967.67K

7.56%

LPL Financial LLC

2.08M

Jun 30, 26

-252.51K

3.42%

Allworth Financial LP

1.29M

Jun 30, 26

-104.18K

2.12%

ESL Trust Services, LLC

1.24M

Jun 30, 26

-1.00K

2.05%

POTOMAC FUND MANAGEMENT INC /ADV

1.10M

Jun 30, 26

+1.10M

1.81%

ALLIANCEBERNSTEIN L.P.

907.83K

Jun 30, 26

-51.18K

1.50%

BlackRock, Inc.

733.78K

Jun 30, 26

+21.26K

1.21%

Baker Avenue Asset Management, LP

703.88K

Jun 30, 26

+23.39K

1.16%

NOVEM GROUP

687.04K

Jun 30, 26

+27.87K

1.13%

Cambridge Investment Research Advisors, Inc.

679.27K

Jun 30, 26

+97.71K

1.12%

UBS Group AG

648.89K

Jun 30, 26

+116.79K

1.07%

AMERIPRISE FINANCIAL INC

604.62K

Jun 30, 26

-29.79K

1.00%

TOEWS CORP /ADV

603.90K

Jun 30, 26

+603.90K

0.99%

Cetera Investment Advisers

532.07K

Jun 30, 26

+6.62K

0.88%

State of New Jersey Common Pension Fund D

525.00K

Jun 30, 26

0.86%

Creative Planning

498.77K

Jun 30, 26

+25.06K

0.82%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

472.07K

Jun 30, 26

+139.55K

0.78%

COMMONWEALTH EQUITY SERVICES, LLC

424.10K

Jun 30, 26

+70.35K

0.70%

NOMURA ASSET MANAGEMENT CO LTD

402.80K

Jun 30, 26

-193.30K

0.66%

ENVESTNET ASSET MANAGEMENT INC

398.72K

Jun 30, 26

+20.32K

0.66%

Breakwater Capital Group

385.76K

Jun 30, 26

+26.13K

0.64%

EP Wealth Advisors, LLC

349.14K

Jun 30, 26

+326.89K

0.58%

HF Advisory Group, LLC

294.11K

Jun 30, 26

+25.31K

0.48%

Prepared Retirement Institute LLC

268.82K

Jun 30, 26

+2.31K

0.44%

CAPITAL WEALTH MANAGEMENT, LLC

266.54K

Jun 30, 26

+22.74K

0.44%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

262.23K

Jun 30, 26

+2.23K

0.43%

Independence Financial Advisors, LLC

256.95K

Jun 30, 26

+256.95K

0.42%

ADVISOR GROUP HOLDINGS, INC.

248.38K

Jun 30, 26

-49.31K

0.41%

Bridgelight Financial Advisors, Inc.

241.42K

Jun 30, 26

+58.21K

0.40%

Petix & Botte Co

234.67K

Jun 30, 26

-11.80K

0.39%

GREAT VALLEY ADVISOR GROUP, INC.

232.82K

Jun 30, 26

+11.21K

0.38%

Commonwealth Financial Services, LLC

227.88K

Jun 30, 26

+227.88K

0.38%

FIRST CITIZENS BANK & TRUST CO

197.91K

Jun 30, 26

+5.34K

0.33%

THRIVENT FINANCIAL FOR LUTHERANS

179.14K

Jun 30, 26

+169.92K

0.30%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

170.25K

Jun 30, 26

0.28%

Asset Allocation Strategies LLC

168.82K

Jun 30, 26

-2.27K

0.28%

Private Advisor Group, LLC

164.45K

Jun 30, 26

-152.39K

0.27%

JPMORGAN CHASE & CO

163.78K

Jun 30, 26

+35.57K

0.27%

Insight Wealth Partners, LLC

157.00K

Jun 30, 26

-27.14K

0.26%

Transamerica Financial Advisors, Inc.

156.79K

Jun 30, 26

-3.95K

0.26%

Liberty Atlantic Advisors LLC

154.97K

Jun 30, 26

+19.47K

0.26%

ASSETMARK, INC

149.45K

Jun 30, 26

-17.77K

0.25%

RAYMOND JAMES FINANCIAL INC

146.75K

Jun 30, 26

-3.68K

0.24%

Tower Research Capital LLC (TRC)

144.57K

Jun 30, 26

+144.51K

0.24%

Impact Partnership Wealth, LLC

144.35K

Jun 30, 26

-12.65K

0.24%

Diversify Advisory Services, LLC

140.33K

Jun 30, 26

+140.33K

0.23%

DIVERSIFY WEALTH MANAGEMENT, LLC

140.33K

Jun 30, 26

+10.90K

0.23%

Client First Investment Management LLC

139.13K

Jun 30, 26

+139.13K

0.23%

Ignite Planners, LLC

136.45K

Jun 30, 26

+3.54K

0.22%

US BANCORP \DE\

134.35K

Jun 30, 26

+7.15K

0.22%

Envestnet Portfolio Solutions, Inc.

132.06K

Jun 30, 26

+11.53K

0.22%

KRAEMATON INVESTMENT ADVISORS, INC

127.15K

Jun 30, 26

-684

0.21%

Allianz Asset Management GmbH

124.20K

Jun 30, 26

0.20%

Glassy Mountain Advisors, Inc.

121.09K

Jun 30, 26

+3.17K

0.20%

JANE STREET GROUP, LLC

114.61K

Jun 30, 26

+98.74K

0.19%

Kestra Advisory Services, LLC

114.19K

Jun 30, 26

-65.32K

0.19%

MML INVESTORS SERVICES, LLC

113.83K

Jun 30, 26

-10.65K

0.19%

MANNING & NAPIER ADVISORS LLC

110.69K

Jun 30, 26

+9.13K

0.18%

Perigon Wealth Management, LLC

110.41K

Jun 30, 26

+16.98K

0.18%

Cornerstone Planning Group LLC

107.50K

Jun 30, 26

+3.41K

0.18%

D L CARLSON INVESTMENT GROUP INC

104.70K

Jun 30, 26

+6.87K

0.17%

Invesco Ltd.

104.26K

Jun 30, 26

-1.29M

0.17%

Strategic Financial Concepts, LLC

99.34K

Jun 30, 26

+96.67K

0.16%

WILEY BROS.-AINTREE CAPITAL, LLC

96.16K

Jun 30, 26

+2.14K

0.16%

Cerity Partners LLC

95.97K

Jun 30, 26

-2.92K

0.16%

Parcion Private Wealth LLC

95.86K

Jun 30, 26

+2.66K

0.16%

Addison Capital Co

94.84K

Jun 30, 26

+764

0.16%

NOVARE CAPITAL MANAGEMENT LLC

93.58K

Jun 30, 26

-535

0.15%

ATX Financial Planning, LLC

93.15K

Jun 30, 26

+16.15K

0.15%

Resources Investment Advisors, LLC.

90.92K

Jun 30, 26

-18.66K

0.15%

Napier Financial, LLC

86.62K

Jun 30, 26

+934

0.14%

ROYAL BANK OF CANADA

82.04K

Jun 30, 26

+4.18K

0.14%

Mount Lucas Management LP

81.40K

Jun 30, 26

+1.77K

0.13%

Coastline Trust Co

79.82K

Jun 30, 26

+1.69K

0.13%

Sherry Group, Inc.

79.61K

Jun 30, 26

-418

0.13%

Scarborough Advisors, LLC

78.32K

Jun 30, 26

-195.42K

0.13%

FORTE ASSET MANAGEMENT LLC

78.00K

Jun 30, 26

0.13%

FOCUS Wealth Advisors, LLC

75.20K

Jun 30, 26

+3.22K

0.12%

INSIGNEO ADVISORY SERVICES, LLC

75.09K

Jun 30, 26

+75.09K

0.12%

Kingsview Wealth Management, LLC

74.49K

Jun 30, 26

+45.75K

0.12%

GOLDMAN SACHS GROUP INC

73.41K

Jun 30, 26

-98.09K

0.12%

NewEdge Advisors, LLC

73.15K

Jun 30, 26

+20.31K

0.12%

Synergy Asset Management, LLC

72.70K

Jun 30, 26

+72.70K

0.12%

PNC FINANCIAL SERVICES GROUP, INC.

72.48K

Jun 30, 26

-3.82K

0.12%

GUIDANCE CAPITAL, INC

71.94K

Jun 30, 26

+8.86K

0.12%

Ausdal Financial Partners, Inc.

65.02K

Jun 30, 26

+1.50K

0.11%

HighTower Advisors, LLC

64.89K

Jun 30, 26

-30.43K

0.11%

FIFTH THIRD SECURITIES, INC.

64.50K

Jun 30, 26

+2.67K

0.11%

AXS Investments LLC

63.03K

Jun 30, 26

+63.03K

0.10%

MATHER GROUP, LLC.

58.55K

Jun 30, 26

-11.30K

0.10%

FIFTH THIRD BANCORP

56.76K

Jun 30, 26

-4.73K

0.09%

Marex Group plc

53.52K

Jun 30, 26

-186.19K

0.09%

SEAVIEW INVESTMENT MANAGERS LLC

53.34K

Jun 30, 26

+14.14K

0.09%

Allie Family Office LLC

53.25K

Jun 30, 26

+30.40K

0.09%

Wealth Advisory Solutions, LLC

53.10K

Jun 30, 26

-208

0.09%

DDFG, Inc

52.89K

Jun 30, 26

+366

0.09%

Janney Montgomery Scott LLC

52.56K

Jun 30, 26

-2.13K

0.09%

Integrated Wealth Concepts LLC

51.23K

Jun 30, 26

+3.92K

0.08%

Concurrent Investment Advisors, LLC

49.73K

Jun 30, 26

-62.03K

0.08%

Insight Advisors, LLC/ PA

48.03K

Jun 30, 26

+1.82K

0.08%

Farther Finance Advisors, LLC

46.18K

Jun 30, 26

+190

0.08%

Simplicity Wealth,LLC

45.98K

Jun 30, 26

+21.70K

0.08%

M.E. ALLISON & CO., INC.

45.22K

Jun 30, 26

+41

0.07%

Equitable Holdings, Inc.

44.90K

Jun 30, 26

+8.09K

0.07%

GTS SECURITIES LLC

41.85K

Jun 30, 26

+41.85K

0.07%

D.A. DAVIDSON & CO.

40.86K

Jun 30, 26

-1.38K

0.07%

Wealthfront Advisers LLC

40.66K

Jun 30, 26

-15.35K

0.07%

Centurion Wealth Management LLC

40.63K

Jun 30, 26

-1.20K

0.07%

STIFEL FINANCIAL CORP

39.73K

Jun 30, 26

+1.65K

0.07%

Geneos Wealth Management Inc.

38.48K

Jun 30, 26

+1.40K

0.06%

OpenArc Corporate Advisory, LLC

38.06K

Jun 30, 26

+601

0.06%

OPPENHEIMER & CO INC

34.21K

Jun 30, 26

-839

0.06%

TriaGen Wealth Management LLC

33.67K

Jun 30, 26

-220

0.06%

PRINCIPAL SECURITIES, INC.

32.68K

Jun 30, 26

+232

0.05%

Fundamentum, LLC

32.64K

Jun 30, 26

+3.20K

0.05%

AE Wealth Management LLC

31.69K

Jun 30, 26

-4.42K

0.05%

Prime Capital Investment Advisors, LLC

30.28K

Jun 30, 26

+268

0.05%

HALLMARK CAPITAL MANAGEMENT INC

30.18K

Jun 30, 26

-409

0.05%

LexAurum Advisors, LLC

29.99K

Jun 30, 26

+415

0.05%

MERCER GLOBAL ADVISORS INC /ADV

29.73K

Jun 30, 26

-5.74K

0.05%

Ballast Rock Private Wealth LLC

28.39K

Jun 30, 26

+243

0.05%

Wilson & Boucher Capital Management, LLC

27.50K

Jun 30, 26

0.05%

Annex Advisory Services, LLC

27.48K

Jun 30, 26

-3.01M

0.05%

Meridian Financial, LLC

27.45K

Jun 30, 26

+3.19K

0.05%

Symphony Financial, Ltd. Co.

27.11K

Jun 30, 26

+784

0.04%

Yoder Wealth Management, Inc.

26.95K

Jun 30, 26

-400

0.04%

Bright Futures Wealth Management, LLC.

26.70K

Jun 30, 26

+298

0.04%

NorthRock Partners, LLC

26.51K

Jun 30, 26

-4.62K

0.04%

Western Financial Corp/CA

26.19K

Jun 30, 26

+1.61K

0.04%

Outlook Wealth Advisors, LLC

26.08K

Jun 30, 26

+636

0.04%

PUREfi Wealth, LLC

25.86K

Jun 30, 26

+2.00K

0.04%

Sanctuary Advisors, LLC

25.76K

Jun 30, 26

+342

0.04%

Brookstone Capital Management

25.62K

Jun 30, 26

-160

0.04%

Arkadios Wealth Advisors

25.61K

Jun 30, 26

+12.90K

0.04%

ABSOLUTE CAPITAL MANAGEMENT, LLC

25.40K

Jun 30, 26

-35.06K

0.04%

Exchange Bank

24.98K

Jun 30, 26

0.04%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

24.49K

Jun 30, 26

+9.17K

0.04%

Dynamic Advisor Solutions LLC

24.40K

Jun 30, 26

+500

0.04%

First Citizens Asset Management, Inc.

24.27K

Jun 30, 26

+1.48K

0.04%

Hyundai Investments Co., Ltd.

24.12K

Jun 30, 26

+11.54K

0.04%

Kaizen Financial Strategies

23.46K

Jun 30, 26

+6.22K

0.04%

Rialto Wealth Management, LLC

23.23K

Jun 30, 26

-6.91K

0.04%

Sequoia Financial Advisors, LLC

22.84K

Jun 30, 26

-62.01K

0.04%

Cornerstone Wealth Management, LLC

22.56K

Jun 30, 26

+5.63K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

22.56K

Jun 30, 26

-5.07K

0.04%

L.K. Benson & Company, P.C.

22.16K

Jun 30, 26

+1.54K

0.04%

Herold Advisors, Inc.

22.14K

Jun 30, 26

+8.37K

0.04%

Beacon Financial Advisory LLC

21.86K

Jun 30, 26

+3.45K

0.04%

CLIENT 1ST ADVISORY GROUP, LLC

21.07K

Jun 30, 26

-158

0.03%

JONES FINANCIAL COMPANIES LLLP

20.14K

Jun 30, 26

+6.54K

0.03%

WINTON GROUP Ltd

20.10K

Jun 30, 26

+20.10K

0.03%

MMBG INVESTMENT ADVISORS CO.

19.09K

Jun 30, 26

+2.81K

0.03%

Eddie Patel Inc

18.16K

Jun 30, 26

+18.16K

0.03%

Mariner, LLC

17.27K

Jun 30, 26

-11.02K

0.03%

Ancora Advisors, LLC

16.88K

Jun 30, 26

0.03%

Keating Financial Advisory Services, Inc.

16.63K

Jun 30, 26

+1.14K

0.03%

ESG Planning

16.28K

Jun 30, 26

-747

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

16.07K

Jun 30, 26

0.03%

Advisory Services Network, LLC

15.37K

Jun 30, 26

+299

0.03%

PFG Investments, LLC

15.08K

Jun 30, 26

+15.08K

0.02%

Pinnacle Financial Partners, Inc.

14.99K

Jun 30, 26

+14.99K

0.02%

Cedar Point Capital Partners, LLC

14.82K

Jun 30, 26

+843

0.02%

Cartesian Growth Corp

14.72K

Jun 30, 26

+14.72K

0.02%

Baird Financial Group, Inc.

14.64K

Jun 30, 26

-224

0.02%

J.W. COLE ADVISORS, INC.

13.81K

Jun 30, 26

-356

0.02%

Balanced Rock Investment Advisor

13.63K

Jun 30, 26

+988

0.02%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

13.48K

Jun 30, 26

-2.08K

0.02%

Manchester Capital Management LLC

13.45K

Jun 30, 26

-4.31K

0.02%

MCDONALD PARTNERS LLC

13.27K

Jun 30, 26

0.02%

MONEY CONCEPTS CAPITAL CORP

13.18K

Jun 30, 26

+4.11K

0.02%

Zinnia Wealth Advisory, LLC

13.15K

Jun 30, 26

-3.30K

0.02%

Community Bank & Trust, Waco, Texas

13.05K

Jun 30, 26

+1.99K

0.02%

Plan Group Financial, LLC

12.74K

Jun 30, 26

+12.74K

0.02%

Qube Research & Technologies Ltd

12.65K

Jun 30, 26

+12.65K

0.02%

Sequent Planning LLC

12.48K

Jun 30, 26

+155

0.02%

Wealthcare Advisory Partners LLC

12.43K

Jun 30, 26

-2.54K

0.02%

AlphaCentric Advisors LLC

12.18K

Jun 30, 26

+516

0.02%

Rockefeller Capital Management L.P.

11.85K

Jun 30, 26

-2.72K

0.02%

FLOW TRADERS U.S. LLC

11.82K

Jun 30, 26

+11.82K

0.02%

Arete Wealth Advisors, LLC

11.77K

Jun 30, 26

0.02%

RMB Capital Management, LLC

11.75K

Jun 30, 26

+11.75K

0.02%

Box Hill Private Wealth LLC

11.63K

Jun 30, 26

-999

0.02%

Bank of New York Mellon Corp

11.57K

Jun 30, 26

+664

0.02%

Infinity Wealth Counsel, LLC

11.46K

Jun 30, 26

0.02%

LIBERTY SQUARE WEALTH PARTNERS LLC

11.37K

Jun 30, 26

0.02%

Prospera Financial Services Inc

11.35K

Jun 30, 26

+2.63K

0.02%

Van Diest Capital, LLC

11.33K

Jun 30, 26

+11.33K

0.02%

Gladstone Institutional Advisory LLC

11.29K

Jun 30, 26

-1.34K

0.02%

Invst, LLC

10.72K

Jun 30, 26

+10.72K

0.02%

Intergy Private Wealth, LLC

10.57K

Jun 30, 26

+888

0.02%

WINEBRENNER CAPITAL MANAGEMENT LLC

10.47K

Jun 30, 26

0.02%

PFG Advisors

10.41K

Jun 30, 26

-215

0.02%

Steel Peak Wealth Management LLC

10.13K

Jun 30, 26

+411

0.02%

Vontobel Holding Ltd.

10.00K

Jun 30, 26

+2.00K

0.02%

Parallel Advisors, LLC

9.91K

Jun 30, 26

0.02%

B. Riley Wealth Advisors, Inc.

9.88K

Jun 30, 26

+96

0.02%

AQR CAPITAL MANAGEMENT LLC

9.59K

Jun 30, 26

+9.59K

0.02%

Gateway Wealth Partners, LLC

9.53K

Jun 30, 26

-11.67K

0.02%

Sigma Planning Corp

9.53K

Jun 30, 26

+39

0.02%

Navis Wealth Advisors, LLC

9.51K

Jun 30, 26

+287

0.02%

Signal Advisors Wealth, LLC

9.39K

Jun 30, 26

-33.08K

0.02%

Live Oak Investment Partners

9.27K

Jun 30, 26

-201

0.02%

TRUIST FINANCIAL CORP

9.11K

Jun 30, 26

+22

0.02%

Spire Wealth Management

8.91K

Jun 30, 26

-70

0.01%

COFG Advisors, LLC

8.89K

Jun 30, 26

-551

0.01%

Summit Financial, LLC

8.77K

Jun 30, 26

-198

0.01%

Steward Partners Investment Advisory, LLC

8.70K

Jun 30, 26

+4.10K

0.01%

CENTRAL TRUST Co

8.50K

Jun 30, 26

-2.50K

0.01%

Banque Cantonale Vaudoise

8.41K

Jun 30, 26

-410

0.01%

RENAISSANCE TECHNOLOGIES LLC

8.40K

Jun 30, 26

+8.40K

0.01%

CITADEL ADVISORS LLC

8.27K

Jun 30, 26

+8.27K

0.01%

Apollon Wealth Management, LLC

8.17K

Jun 30, 26

+413

0.01%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

8.05K

Jun 30, 26

-1.64K

0.01%

Dorsey & Whitney Trust CO LLC

8.00K

Jun 30, 26

0.01%

IHT Wealth Management, LLC

7.91K

Jun 30, 26

-69

0.01%

Global Assets Advisory, LLC

7.87K

Jun 30, 26

+22

0.01%

Storen Legacy Partners, LLC

7.83K

Jun 30, 26

+127

0.01%

ETF Store, Inc.

7.74K

Jun 30, 26

+7.74K

0.01%

Sovran Advisors, LLC

7.71K

Jun 30, 26

-9.06K

0.01%

HOHIMER WEALTH MANAGEMENT, LLC

7.69K

Jun 30, 26

+7.69K

0.01%

COLUMBIA ADVISORY PARTNERS LLC

7.62K

Jun 30, 26

+7.62K

0.01%

Saxony Capital Management, LLC

7.45K

Jun 30, 26

-152

0.01%

PARK AVENUE SECURITIES LLC

7.39K

Jun 30, 26

-593

0.01%

Bank of New Hampshire

7.08K

Jun 30, 26

0.01%

BANK OF MONTREAL /CAN/

6.44K

Jun 30, 26

+10

0.01%

Orion Capital Management LLC

5.50K

Jun 30, 26

0.01%

FMR LLC

5.16K

Jun 30, 26

-2.89K

0.01%

Continuum Advisory, LLC

5.10K

Jun 30, 26

+5.10K

0.01%

CONSULTIVA WEALTH MANAGEMENT, CORP.

4.86K

Jun 30, 26

+913

0.01%

Winthrop Capital Management, LLC

4.74K

Jun 30, 26

+4.74K

0.01%

CITIGROUP INC

4.74K

Jun 30, 26

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

4.67K

Jun 30, 26

+4.64K

0.01%

Kroeger Financial Partners

4.22K

Jun 30, 26

+4.22K

0.01%

MCGUIRE CAPITAL ADVISORS INC

3.49K

Jun 30, 26

-133

0.01%

Philadelphia Investment Partners, LLC

3.49K

Jun 30, 26

+42

0.01%

IFG Advisory, LLC

3.47K

Jun 30, 26

+3.47K

0.01%

HARBOUR INVESTMENTS, INC.

3.43K

Jun 30, 26

-203

0.01%

PRIVATE TRUST CO NA

2.95K

Jun 30, 26

0.00%

FAS Wealth Partners, Inc.

2.71K

Jun 30, 26

+2.32K

0.00%

IFP Advisors, Inc

2.59K

Jun 30, 26

-2.00K

0.00%

Wealth Enhancement Trust Services, Inc.

2.55K

Jun 30, 26

-20

0.00%

CoreCap Advisors, LLC

2.36K

Jun 30, 26

+501

0.00%

Y.D. More Investments Ltd

2.00K

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

1.92K

Jun 30, 26

+1.79K

0.00%

Beacon Financial Strategies CORP

1.82K

Jun 30, 26

+1.82K

0.00%

BRYN MAWR TRUST Co

1.73K

Jun 30, 26

-14.03K

0.00%

GILPIN WEALTH MANAGEMENT, LLC

1.63K

Jun 30, 26

+18

0.00%

SIMPLEX TRADING, LLC

1.50K

Jun 30, 26

+1.50K

0.00%

Asset Dedication, LLC

1.29K

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

1.26K

Jun 30, 26

+20

0.00%

Strategic Investment Solutions, Inc. /IL

1.24K

Jun 30, 26

+18

0.00%

Wellington Grp LLC

979

Jun 30, 26

0.00%

WELLS FARGO & COMPANY/MN

863

Jun 30, 26

-242

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

824

Jun 30, 26

+746

0.00%

WOLFF WIESE MAGANA LLC

802

Jun 30, 26

-615

0.00%

Signature Resources Capital Management, LLC

788

Jun 30, 26

0.00%

Bravera Wealth

734

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

680

Jun 30, 26

0.00%

Triumph Capital Management

650

Jun 30, 26

0.00%

Global Retirement Partners, LLC

571

Jun 30, 26

+571

0.00%

HUNTINGTON NATIONAL BANK

544

Jun 30, 26

0.00%

Ameliora Wealth Management Ltd.

506

Jun 30, 26

0.00%

Bogart Wealth, LLC

484

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

453

Jun 30, 26

0.00%

Rosenberg Matthew Hamilton

441

Jun 30, 26

0.00%

NBT BANK N A /NY

374

Jun 30, 26

-2.90K

0.00%

Cape Investment Advisory, Inc.

359

Jun 30, 26

+359

0.00%

Vision Retirement, LLC

350

Jun 30, 26

-237

0.00%

TD Waterhouse Canada Inc.

278

Jun 30, 26

0.00%

BLAIR WILLIAM & CO/IL

247

Jun 30, 26

-38.26K

0.00%

DELTA ASSET MANAGEMENT LLC/TN

226

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

152

Jun 30, 26

+152

0.00%

BNP PARIBAS ARBITRAGE, SNC

145

Jun 30, 26

+95

0.00%

Archer Investment Corp

142

Jun 30, 26

0.00%

SBI Securities Co., Ltd.

101

Jun 30, 26

+100

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

Jun 30, 26

+94

0.00%

Newbridge Financial Services Group, Inc.

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

Jun 30, 26

0.00%

SIGNATUREFD, LLC

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

Jun 30, 26

0.00%

Rossby Financial, LCC

Jun 30, 26

0.00%

MASECO LLP

Jun 30, 26

0.00%

SILVER OAK SECURITIES, INCORPORATED

Jun 30, 26

+12

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

Concord Wealth Partners

Jun 30, 26

+10

0.00%

FIDUCIARY FINANCIAL ADVISORS

Jun 30, 26

0.00%

Retirement Wealth Solutions LLC

Jun 30, 26

-1

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

-297

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

Jun 30, 26

0.00%

Reyes Financial Architecture, Inc.

Jun 30, 26

-10.36K

RMG Wealth Management LLC

Jun 30, 26

-1.16K

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-6.34K

Independent Advisor Alliance

Jun 30, 26

-97.34K

Golden State Equity Partners

Jun 30, 26

-39.74K

Destiny Wealth Partners, LLC

Jun 30, 26

-431

WESBANCO BANK INC

Jun 30, 26

-20.00K

PAX Financial Group, LLC

Jun 30, 26

-13.64K

AdvisorNet Financial, Inc

Jun 30, 26

-277

Golden State Wealth Management, LLC

Jun 30, 26

-1.63K

ST GERMAIN D J CO INC

Jun 30, 26

-134

Proficio Capital Partners LLC

Jun 30, 26

-89.92K

MAI Capital Management

Jun 30, 26

-839

Western Wealth Management, LLC

Jun 30, 26

-539

Merit Financial Group, LLC

Jun 30, 26

-28.72K

Alteri Wealth LLC

Jun 30, 26

-8.14K

DARA CAPITAL US, INC.

Jun 30, 26

-26.34K

Investment Management Trust, LLC

Jun 30, 26

-20.28K

Root Financial Partners, LLC

Jun 30, 26

-6.48K

WealthShield Partners, LLC

Jun 30, 26

-1.15K

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-15.35K

Boreal Capital Management LLC

Jun 30, 26

-1

Lloyd Advisory Services, LLC.

Jun 30, 26

-2

Bell Investment Advisors, Inc

Jun 30, 26

-410

KM Capital Management Ltd.

Jun 30, 26

-2.53K

EXCEL SECURITIES & ASSOCIATES, INC.

Jun 30, 26

-72.60K

Sound Income Strategies, LLC

Jun 30, 26

-3.32K

CULLEN/FROST BANKERS, INC.

Jun 30, 26

-57

Sierra Capital LLC

Jun 30, 26

-31.18K

State of Tennessee, Treasury Department

Jun 30, 26

-926.00K

OLD MISSION CAPITAL LLC

Jun 30, 26

-162.81K

NTV ASSET MANAGEMENT LLC

Jun 30, 26

-8.30K

Caldwell Trust Co

Jun 30, 26

-850

ALBION FINANCIAL GROUP /UT

Jun 30, 26

-14

Key FInancial Inc

Jun 30, 26

-12

Merkkuri Wealth Advisors LLC

Jun 30, 26

-295

ASHFORD CAPITAL MANAGEMENT INC

Jun 30, 26

-294.02K

SHP Wealth Management

Jun 30, 26

-7

ASHFORD CAPITAL MANAGEMENT INC

294.02K

Mar 31, 26

+54.98K

0.48%

CWM, LLC

98.55K

Mar 31, 26

-83.19K

0.16%

INTEGRITY WEALTH ADVISORS, INC.

88.40K

Mar 31, 26

+33.89K

0.15%

VectorGlobal IAG, Inc.

29.75K

Mar 31, 26

+29.75K

0.05%

JOURNEY STRATEGIC WEALTH LLC

16.84K

Mar 31, 26

0.03%

U.S. Capital Wealth Advisors, LLC

11.13K

Mar 31, 26

-716

0.02%

Sunbelt Securities, Inc.

3.15K

Mar 31, 26

0.01%

COMERICA BANK

39.24K

Dec 31, 25

-63

0.06%

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

+40

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-522

Abich Financial Wealth Management LLC

7.04K

Sep 30, 25

+7.04K

0.01%

Martin Worley Group

132.40K

Jun 30, 25

+14.48K

0.22%

Atria Wealth Solutions, Inc.

39.39K

Jun 30, 25

-89.57K

0.06%

AVANTAX ADVISORY SERVICES, INC.

17.86K

Jun 30, 25

+129

0.03%

First Horizon Advisors, Inc.

4.71K

Jun 30, 25

-4.73K

0.01%

DOHJ, LLC

Jun 30, 25

-149.01K

US FINANCIAL ADVISORS, LLC

81.43K

Mar 31, 25

+1.70K

0.13%

Orion Portfolio Solutions, LLC

32.24K

Mar 31, 25

-82.07K

0.05%

Aveo Capital Partners, LLC

28.81K

Mar 31, 25

+10.76K

0.05%

Executive Wealth Management, LLC

338.80K

Dec 31, 24

+14.80K

0.56%

WR Wealth Planners, LLC

885

Dec 31, 24

-166

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-4.89K

Raymond James Financial Services Advisors, Inc.

155.68K

Sep 30, 24

+17.09K

0.26%

RAYMOND JAMES & ASSOCIATES

45.81K

Sep 30, 24

-12.08K

0.08%

Family Asset Management, LLC

20.92K

Sep 30, 24

-10.04K

0.03%

New Potomac Partners, LLC

6.65K

Sep 30, 24

+6.65K

0.01%

Peterson Financial Group, Inc.

Sep 30, 24

+72

0.00%

FinTrust Capital Advisors, LLC

Sep 30, 24

0.00%

BlackRock Inc.

605.78K

Jun 30, 24

-73.39K

1.00%

Coombe, Bender & Co LLC

42.41K

Jun 30, 24

+1.34K

0.07%

ICA Group Wealth Management, LLC

Jun 30, 24

-8.31K

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

670.38K

Mar 31, 24

+56.38K

1.10%

Cetera Advisors LLC

464.61K

Mar 31, 24

+72.45K

0.77%

Cetera Advisor Networks LLC

167.90K

Mar 31, 24

-4.63K

0.28%

CALIBER WEALTH MANAGEMENT, LLC

148.51K

Mar 31, 24

+83.80K

0.24%

Manning & Napier Group, LLC

111.86K

Mar 31, 24

+36.40K

0.18%

WEALTHSOURCE PARTNERS, LLC

18.86K

Dec 31, 23

+10.49K

0.03%

PROVENCE WEALTH MANAGEMENT GROUP

5.97K

Dec 31, 23

-90

0.01%

Scarborough Advisors, LLC

4.36K

Dec 31, 23

+4.36K

0.01%

Baystate Wealth Management LLC

Dec 31, 23

0.00%

Key Bridge Compliance, LLC

48.40K

Sep 30, 23

+48.40K

0.08%

COMERICA SECURITIES,INC.

Sep 30, 23

-51.24K

Icon Wealth Partners, LLC

Sep 30, 23

-41.21K

VALLEY FINANCIAL MANAGEMENT, INC.

34.99K

Jun 30, 23

-2.16K

0.06%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-14

BMS Financial Advisors, LLC

Jun 30, 23

-10.97K

HARVEST GROUP WEALTH MANAGEMENT, LLC

4.55K

Mar 31, 23

-636

0.01%

Foresight Wealth Management, LLC

Dec 31, 22

-20.14K

Laurel Wealth Advisors, Inc.

Dec 31, 22

-16.90K

Spectrum Management Group, LLC

63.41K

Sep 30, 22

+63.33K

0.10%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

45.17K

Sep 30, 22

+1.74K

0.07%

WESTERN FINANCIAL Corp

41.71K

Sep 30, 22

-12.08K

0.07%

ROOSEVELT INVESTMENT GROUP LLC

21.00K

Sep 30, 22

+955

0.03%

American Portfolios Advisors

7.91K

Sep 30, 22

-637

0.01%

Strategic Asset Management, LLC

3.92K

Sep 30, 22

-2.50K

0.01%

KARLINSKI ANDREW C

1.55K

Sep 30, 22

+887

0.00%

B. Riley Wealth Management, Inc.

16.64K

Jun 30, 22

0.03%

Private Capital Group, LLC

7.69K

Jun 30, 22

-19.48K

0.01%

HC FINANCIAL ADVISORS INC

178

Jun 30, 22

+178

0.00%

Lake Point Wealth Management

Jun 30, 22

+44

0.00%

Karn, Couzens & Associates, Inc.

10.42K

Mar 31, 22

+2.93K

0.02%

Biltmore Capital Advisors LLC

206.43K

Dec 31, 21

+28.80K

0.34%

HawsGoodwin Investment Management LLC

156.94K

Dec 31, 21

+5.39K

0.26%

NEXT Financial Group, Inc

127.93K

Dec 31, 21

+63.42K

0.21%

VIVID FINANCIAL MANAGEMENT, INC.

125.70K

Dec 31, 21

+27.47K

0.21%

Carroll Financial Associates, Inc.

13.97K

Dec 31, 21

+13.97K

0.02%

Cardan Capital Partners, LLC

335.56K

Sep 30, 21

-28.60K

0.55%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

44.01K

Sep 30, 21

+5.59K

0.07%

Cascadia Advisory Services, LLC

26.44K

Sep 30, 21

+14.78K

0.04%

LifePlan Financial Group, Inc

129

Sep 30, 20

0.00%

Global Financial Private Capital, Inc

1.20K

Jun 30, 20

-33.47K

0.00%

Advisor Group, Inc.

40.40K

Dec 31, 19

+12.48K

0.07%

LADENBURG THALMANN FINANCIAL SERVICES INC.

18.87K

Dec 31, 19

-5.78K

0.03%