iShares iBonds Dec 2028 Term Corporate ETF(IBDT)

$25.05—Stale · unknown old

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iShares iBonds Dec 2028 Term Corporate ETF(IBDT)

NYSE • Last print unknown ago

$25.05—Stale · unknown old

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IBDT(IBDT)

IBDT

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Institutional Ownership

Top 512 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	9.53M	Jun 30, 26	+575.67K	6.00%
MERCER GLOBAL ADVISORS INC /ADV	5.53M	Jun 30, 26	+247.07K	3.48%
MORGAN STANLEY	4.82M	Jun 30, 26	+167.07K	3.03%
Lido Advisors, LLC	4.22M	Jun 30, 26	-250.94K	2.66%
Capital Investment Advisors, LLC	3.89M	Jun 30, 26	+137.63K	2.45%
UBS Group AG	3.77M	Jun 30, 26	+246.68K	2.37%
CAPITAL ADVISORS INC/OK	3.57M	Jun 30, 26	+39.32K	2.25%
RAYMOND JAMES FINANCIAL INC	3.32M	Jun 30, 26	+197.30K	2.09%
HM PAYSON & CO	3.17M	Jun 30, 26	+234.28K	2.00%
LPL Financial LLC	2.90M	Jun 30, 26	+382.90K	1.82%
HighTower Advisors, LLC	1.82M	Jun 30, 26	+47.00K	1.15%
AMERIPRISE FINANCIAL INC	1.72M	Jun 30, 26	+83.25K	1.08%
ROYAL BANK OF CANADA	1.68M	Jun 30, 26	+207.78K	1.05%
Sound View Wealth Advisors Group, LLC	1.67M	Jun 30, 26	+104.00K	1.05%
WELLS FARGO & COMPANY/MN	1.62M	Jun 30, 26	-224.82K	1.02%
HENGEHOLD CAPITAL MANAGEMENT LLC	1.52M	Jun 30, 26	+85.40K	0.96%
SUMMITRY LLC	1.51M	Jun 30, 26	+54.25K	0.95%
WOODMONT INVESTMENT COUNSEL LLC	1.45M	Jun 30, 26	-170.41K	0.91%
Gratus Wealth Advisors, LLC	1.41M	Jun 30, 26	+38.34K	0.89%
Kathmere Capital Management, LLC	1.39M	Jun 30, 26	+82.51K	0.87%
SIGMA INVESTMENT COUNSELORS INC	1.34M	Jun 30, 26	+58.56K	0.84%
HOWLAND CAPITAL MANAGEMENT LLC	1.31M	Jun 30, 26	+78.88K	0.82%
Klingman & Associates, LLC	1.29M	Jun 30, 26	-9.50K	0.81%
RVW Wealth, LLC	1.21M	Jun 30, 26	+47.45K	0.76%
Baltimore-Washington Financial Advisors, Inc.	1.09M	Jun 30, 26	+36.17K	0.69%
Summit Financial, LLC	1.09M	Jun 30, 26	+540.86K	0.69%
COMMONWEALTH EQUITY SERVICES, LLC	1.07M	Jun 30, 26	+47.86K	0.68%
CAPTRUST FINANCIAL ADVISORS	1.07M	Jun 30, 26	+81.21K	0.67%
STIFEL FINANCIAL CORP	1.07M	Jun 30, 26	+30.55K	0.67%
Kestra Advisory Services, LLC	1.00M	Jun 30, 26	+144.57K	0.63%
TABR Capital Management, LLC	946.64K	Jun 30, 26	+903.24K	0.60%
TRUIST FINANCIAL CORP	939.14K	Jun 30, 26	+69.92K	0.59%
NewEdge Advisors, LLC	850.69K	Jun 30, 26	+65.62K	0.54%
MV CAPITAL MANAGEMENT, INC.	803.64K	Jun 30, 26	+9.17K	0.51%
BENJAMIN EDWARDS INC	778.36K	Jun 30, 26	+37.70K	0.49%
US BANCORP \DE\	771.07K	Jun 30, 26	+100.10K	0.49%
Summit Asset Management, LLC	753.55K	Jun 30, 26	+13.89K	0.47%
REBALANCE, LLC	682.88K	Jun 30, 26	-40.40K	0.43%
BlackRock, Inc.	673.57K	Jun 30, 26	+109.11K	0.42%
Mesirow Financial Investment Management, Inc.	653.57K	Jun 30, 26	+15.77K	0.41%
SPINNAKER TRUST	639.23K	Jun 30, 26	+91.42K	0.40%
Sanctuary Advisors, LLC	612.64K	Jun 30, 26	+38.32K	0.39%
ARROW FINANCIAL CORP	591.51K	Jun 30, 26	+13.91K	0.37%
CENTRAL TRUST Co	583.11K	Jun 30, 26	+43.44K	0.37%
Glenview Trust Co	576.75K	Jun 30, 26	+15.28K	0.36%
NOVEM GROUP	563.46K	Jun 30, 26	+64.50K	0.35%
Strid Group, LLC	533.97K	Jun 30, 26	+148.90K	0.34%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	533.01K	Jun 30, 26	+30.76K	0.34%
LYELL WEALTH MANAGEMENT, LP	529.58K	Jun 30, 26	+39.40K	0.33%
Stratos Wealth Partners, LTD.	527.53K	Jun 30, 26	+38.69K	0.33%
Integrated Wealth Concepts LLC	524.71K	Jun 30, 26	+254.65K	0.33%
Windsor Capital Management, LLC	516.29K	Jun 30, 26	+17.36K	0.32%
Cornerstone Planning, LLC	512.90K	Jun 30, 26	+13.29K	0.32%
Colony Group, LLC	511.45K	Jun 30, 26	+172.28K	0.32%
Snowden Capital Advisors LLC	509.51K	Jun 30, 26	+4.11K	0.32%
FIRST NATIONAL TRUST CO	507.89K	Jun 30, 26	+10.02K	0.32%
Peloton Wealth Strategists	411.19K	Jun 30, 26	+12.00K	0.26%
First International Bank of Israel Ltd.	402.00K	Jun 30, 26	--	0.25%
Ironwood Financial, llc	400.16K	Jun 30, 26	+156.52K	0.25%
Northstar Group, Inc.	392.47K	Jun 30, 26	+38.38K	0.25%
Allworth Financial LP	390.11K	Jun 30, 26	+40.78K	0.25%
Beacon Pointe Advisors, LLC	380.09K	Jun 30, 26	+16.48K	0.24%
Atria Investments, Inc	374.42K	Jun 30, 26	+41.68K	0.24%
ARCADIA INVESTMENT ADVISORS LLC	370.19K	Jun 30, 26	+26.69K	0.23%
ENVESTNET ASSET MANAGEMENT INC	368.35K	Jun 30, 26	+76.97K	0.23%
Global Retirement Partners, LLC	364.87K	Jun 30, 26	+364.87K	0.23%
Cetera Investment Advisers	356.12K	Jun 30, 26	+95.83K	0.22%
EP Wealth Advisors, LLC	344.11K	Jun 30, 26	+123.80K	0.22%
Parallel Advisors, LLC	339.43K	Jun 30, 26	+34.52K	0.21%
InvesTrust	332.48K	Jun 30, 26	+18.01K	0.21%
Merit Financial Group, LLC	327.61K	Jun 30, 26	+40.68K	0.21%
EIGHT 31 FINANCIAL LLC	320.90K	Jun 30, 26	+7.22K	0.20%
PFG Private Wealth Management, LLC	305.53K	Jun 30, 26	-27.65K	0.19%
IFP Advisors, Inc	303.28K	Jun 30, 26	-965	0.19%
Miracle Mile Advisors, LLC	300.20K	Jun 30, 26	+35.13K	0.19%
Janney Montgomery Scott LLC	296.41K	Jun 30, 26	+154.45K	0.19%
LBMC INVESTMENT ADVISORS, LLC	280.12K	Jun 30, 26	+47.56K	0.18%
Praetorian Wealth Management, Inc.	275.92K	Jun 30, 26	+4.11K	0.17%
JONES FINANCIAL COMPANIES LLLP	272.59K	Jun 30, 26	+39.84K	0.17%
Quantum Financial Advisors, LLC	271.69K	Jun 30, 26	+36.93K	0.17%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	267.70K	Jun 30, 26	+73.86K	0.17%
Guidance Point Advisors, LLC	266.94K	Jun 30, 26	+14.66K	0.17%
BEESE FULMER INVESTMENT MANAGEMENT, INC.	263.38K	Jun 30, 26	+65.36K	0.17%
HAMEL ASSOCIATES, INC.	262.25K	Jun 30, 26	-617	0.17%
SONATA CAPITAL GROUP INC	261.97K	Jun 30, 26	+13.57K	0.16%
Penobscot Investment Management Company, Inc.	260.87K	Jun 30, 26	+27.12K	0.16%
MinichMacGregor Wealth Management, LLC	252.78K	Jun 30, 26	+6.38K	0.16%
VIRGINIA WEALTH MANAGEMENT GROUP, INC.	249.89K	Jun 30, 26	+50.27K	0.16%
Heartland Bank & Trust Co	247.32K	Jun 30, 26	+33.85K	0.16%
Cheviot Value Management, LLC	244.85K	Jun 30, 26	-6.49K	0.15%
MCF Advisors LLC	244.34K	Jun 30, 26	-7.31K	0.15%
HARBOR ADVISORY CORP /MA/	242.58K	Jun 30, 26	+27.30K	0.15%
Cambridge Investment Research Advisors, Inc.	240.36K	Jun 30, 26	-1.18K	0.15%
Houlihan Financial Resource Group, Ltd.	230.33K	Jun 30, 26	+6.46K	0.14%
LEAVELL INVESTMENT MANAGEMENT, INC.	228.18K	Jun 30, 26	+22.98K	0.14%
ADVISOR GROUP HOLDINGS, INC.	227.79K	Jun 30, 26	+34.95K	0.14%
DROMS STRAUSS ADVISORS INC /MO/ /ADV	227.28K	Jun 30, 26	+13.51K	0.14%
Wick Capital Partners, LLC	223.90K	Jun 30, 26	+33.95K	0.14%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	222.72K	Jun 30, 26	+54.66K	0.14%
4Thought Financial Group Inc.	215.18K	Jun 30, 26	+40.83K	0.14%
Atlantic Union Bankshares Corp	212.42K	Jun 30, 26	-11.27K	0.13%
Winthrop Partners - WNY, LLC	211.85K	Jun 30, 26	+11.82K	0.13%
Krilogy Financial LLC	207.15K	Jun 30, 26	+1.26K	0.13%
HANCOCK WHITNEY CORP	202.97K	Jun 30, 26	+17	0.13%
Crews Bank & Trust	200.16K	Jun 30, 26	-1.82K	0.13%
10Elms LLP	195.40K	Jun 30, 26	+88.09K	0.12%
Resources Investment Advisors, LLC.	194.54K	Jun 30, 26	-26.36K	0.12%
MONECO Advisors, LLC	190.78K	Jun 30, 26	-5.04K	0.12%
Creative Planning	190.31K	Jun 30, 26	+4.25K	0.12%
Twin Cities Retirement Group LLC	188.28K	Jun 30, 26	-3.31K	0.12%
Chicago Partners Investment Group LLC	186.56K	Jun 30, 26	+1.91K	0.12%
MEMBERS WEALTH LLC	184.12K	Jun 30, 26	+16.21K	0.12%
Centric Wealth Management	182.81K	Jun 30, 26	--	0.12%
Sowell Financial Services LLC	182.12K	Jun 30, 26	+675	0.11%
Laurel Wealth Advisors LLC	181.15K	Jun 30, 26	+8.46K	0.11%
Valmark Advisers, Inc.	179.02K	Jun 30, 26	+30.21K	0.11%
Evergreen Wealth Solutions, LLC	174.26K	Jun 30, 26	-3.65K	0.11%
CABOT WEALTH MANAGEMENT INC	170.47K	Jun 30, 26	+75.00K	0.11%
FULTON BREAKEFIELD BROENNIMAN LLC	166.94K	Jun 30, 26	+6.55K	0.11%
PRECEDENT WEALTH PARTNERS, LLC	163.52K	Jun 30, 26	+23.74K	0.10%
Great Diamond Partners, LLC	161.99K	Jun 30, 26	-58.73K	0.10%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	160.51K	Jun 30, 26	+41.04K	0.10%
REGIONS FINANCIAL CORP	160.13K	Jun 30, 26	+1.33K	0.10%
Rossmore Private Capital	157.96K	Jun 30, 26	+16.39K	0.10%
SAX WEALTH ADVISORS, LLC	154.73K	Jun 30, 26	+4.67K	0.10%
Madden Advisory Services, Inc.	153.60K	Jun 30, 26	-14	0.10%
Evergreen Private Wealth LLC	149.86K	Jun 30, 26	+8.38K	0.09%
Sightline Wealth Advisors, LLC	147.60K	Jun 30, 26	+44.30K	0.09%
Covington Investment Advisors Inc.	146.33K	Jun 30, 26	+43.35K	0.09%
Commonwealth Financial Services, LLC	145.97K	Jun 30, 26	-287.37K	0.09%
Godshalk Welsh Capital Management, Inc.	144.85K	Jun 30, 26	+6.00K	0.09%
THRIVENT FINANCIAL FOR LUTHERANS	139.10K	Jun 30, 26	+54.73K	0.09%
J.W. COLE ADVISORS, INC.	135.81K	Jun 30, 26	+32.56K	0.09%
MTM Investment Management, LLC	135.01K	Jun 30, 26	+83.07K	0.08%
Probity Advisors, Inc.	134.18K	Jun 30, 26	-115.47K	0.08%
Matthew Goff Investment Advisor, LLC	133.51K	Jun 30, 26	+133.51K	0.08%
Stonebrook Private Inc.	132.50K	Jun 30, 26	+2.39K	0.08%
Kesler, Norman & Wride, LLC	129.19K	Jun 30, 26	-7.97K	0.08%
Mariner, LLC	127.96K	Jun 30, 26	+13.75K	0.08%
LITTLEJOHN FINANCIAL SERVICES, INC.	127.08K	Jun 30, 26	+1.93K	0.08%
Roble, Belko & Company, Inc	124.05K	Jun 30, 26	+31.62K	0.08%
ADIRONDACK TRUST CO	123.11K	Jun 30, 26	+1.70K	0.08%
HARBOR INVESTMENT ADVISORY, LLC	122.42K	Jun 30, 26	+7.79K	0.08%
Breachway Investments LLC	119.34K	Jun 30, 26	-8.53K	0.08%
ASSOCIATED BANC-CORP	117.99K	Jun 30, 26	+10.20K	0.07%
LifePlan Financial, LLC	114.92K	Jun 30, 26	+2.34K	0.07%
Venture Visionary Partners LLC	114.77K	Jun 30, 26	+91	0.07%
High Note Wealth, LLC	113.94K	Jun 30, 26	+57.98K	0.07%
AssuredPartners Investment Advisors, LLC	112.78K	Jun 30, 26	+13.67K	0.07%
FIRST MANHATTAN CO. LLC.	112.38K	Jun 30, 26	+30.91K	0.07%
Resonant Capital Advisors, LLC	106.27K	Jun 30, 26	-531	0.07%
Michael S. Ryan, Inc.	105.50K	Jun 30, 26	-226	0.07%
Cornell Pochily Investment Advisors, Inc.	103.61K	Jun 30, 26	-76.20K	0.07%
KESTRA PRIVATE WEALTH SERVICES, LLC	101.83K	Jun 30, 26	+41.67K	0.06%
Chesley Taft & Associates LLC	101.66K	Jun 30, 26	+5.60K	0.06%
JPMORGAN CHASE & CO	99.71K	Jun 30, 26	+17.00K	0.06%
Modern Wealth Management, LLC	97.56K	Jun 30, 26	-147.74K	0.06%
FourThought Financial Partners, LLC	96.46K	Jun 30, 26	+16.94K	0.06%
McGlone Suttner Wealth Management, Inc.	94.51K	Jun 30, 26	+6.57K	0.06%
LFA - Lugano Financial Advisors SA	94.31K	Jun 30, 26	--	0.06%
COWA, LLC	94.29K	Jun 30, 26	+14.16K	0.06%
Arcataur Capital Management LLC	93.66K	Jun 30, 26	+950	0.06%
Segment Wealth Management, LLC	89.48K	Jun 30, 26	+11.14K	0.06%
Paradigm, Strategies in Wealth Management, LLC	88.95K	Jun 30, 26	-12.75K	0.06%
Fortis Capital Management LLC	87.16K	Jun 30, 26	+19.42K	0.05%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	86.65K	Jun 30, 26	+12.13K	0.05%
Keeler THomas Management LLC	86.62K	Jun 30, 26	-4.56K	0.05%
COLDSTREAM CAPITAL MANAGEMENT INC	86.29K	Jun 30, 26	-9.13K	0.05%
Integrated Advisors Network LLC	84.78K	Jun 30, 26	+11.56K	0.05%
Hills Bank & Trust Co	82.44K	Jun 30, 26	+65.57K	0.05%
IFG Advisory, LLC	80.00K	Jun 30, 26	+80.00K	0.05%
PARK AVENUE SECURITIES LLC	78.95K	Jun 30, 26	-13.10K	0.05%
Foundation Wealth Management, LLC	78.23K	Jun 30, 26	+2.03K	0.05%
RIVERCHASE WEALTH MANAGEMENT, LLC	77.90K	Jun 30, 26	+8.73K	0.05%
Wilkins Miller Wealth Management, LLC	77.79K	Jun 30, 26	+2.71K	0.05%
Foundry Financial Group, Inc.	76.60K	Jun 30, 26	+308	0.05%
TFR Capital, LLC.	76.50K	Jun 30, 26	+13.12K	0.05%
First Fiduciary Investment Counsel, Inc.	75.23K	Jun 30, 26	+2.44K	0.05%
Sequoia Financial Advisors, LLC	74.62K	Jun 30, 26	-1.00K	0.05%
FIFTH THIRD BANCORP	71.73K	Jun 30, 26	+5.60K	0.05%
Equitable Holdings, Inc.	70.77K	Jun 30, 26	+1.69K	0.04%
Meiji Yasuda Life Insurance Co	70.00K	Jun 30, 26	+70.00K	0.04%
WRAPMANAGER INC	69.52K	Jun 30, 26	-7.08K	0.04%
Reliant Wealth Planning	69.36K	Jun 30, 26	+658	0.04%
FORVIS Wealth Advisors, LLC	69.02K	Jun 30, 26	+5.03K	0.04%
Weaver Consulting Group	68.13K	Jun 30, 26	+68.13K	0.04%
Scissortail Wealth Management, LLC	66.76K	Jun 30, 26	+1.91K	0.04%
BEACON FINANCIAL GROUP	66.05K	Jun 30, 26	-8.22K	0.04%
Cove Private Wealth, LLC	66.00K	Jun 30, 26	+29.00K	0.04%
Princeton Global Asset Management LLC	62.34K	Jun 30, 26	-865	0.04%
Bank of New York Mellon Corp	61.66K	Jun 30, 26	-448	0.04%
Bullock Wealth Management Group	60.72K	Jun 30, 26	+60.72K	0.04%
Cyr Financial Inc.	60.21K	Jun 30, 26	+6.08K	0.04%
Advance Capital Management, Inc.	59.94K	Jun 30, 26	+661	0.04%
DAVENPORT & Co LLC	59.38K	Jun 30, 26	-80	0.04%
BARRETT & COMPANY, INC.	59.06K	Jun 30, 26	+12.53K	0.04%
ONE PLUS ONE WEALTH MANAGEMENT, LLC	58.66K	Jun 30, 26	-364	0.04%
MEITAV INVESTMENT HOUSE LTD	58.12K	Jun 30, 26	-7.46K	0.04%
Jefferson Bridge Capital, LLC	57.50K	Jun 30, 26	-9.90K	0.04%
Mendota Financial Group, LLC	56.65K	Jun 30, 26	+20.28K	0.04%
BridgePort Financial Solutions, LLC	56.41K	Jun 30, 26	-1.98K	0.04%
Jacobi Capital Management LLC	56.03K	Jun 30, 26	+10.47K	0.04%
SMITH, MOORE & CO.	55.74K	Jun 30, 26	-1.69K	0.04%
CARY STREET PARTNERS FINANCIAL LLC	55.59K	Jun 30, 26	+4.52K	0.03%
Montecito Bank & Trust	55.54K	Jun 30, 26	+670	0.03%
Farther Finance Advisors, LLC	55.49K	Jun 30, 26	+2.81K	0.03%
GOULD ASSET MANAGEMENT LLC /CA/	55.05K	Jun 30, 26	+1.38K	0.03%
Beaumont Financial Advisors, LLC	54.60K	Jun 30, 26	-1.51K	0.03%
Briggs Wealth Management, Inc	54.59K	Jun 30, 26	-2.63K	0.03%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	54.24K	Jun 30, 26	+6.37K	0.03%
JANE STREET GROUP, LLC	53.84K	Jun 30, 26	+53.84K	0.03%
Clearstead Advisors, LLC	53.23K	Jun 30, 26	+1.03K	0.03%
Gilbert Capital Group, Inc.	52.55K	Jun 30, 26	-5.41K	0.03%
SIGNATUREFD, LLC	52.29K	Jun 30, 26	+13.24K	0.03%
One Day In July LLC	51.79K	Jun 30, 26	+51.79K	0.03%
OLD MISSION CAPITAL LLC	50.12K	Jun 30, 26	+50.12K	0.03%
Meridian Wealth Management, LLC	50.10K	Jun 30, 26	+39.50K	0.03%
Cartesian Growth Corp	49.83K	Jun 30, 26	--	0.03%
DRIVE WEALTH MANAGEMENT, LLC	49.21K	Jun 30, 26	-99	0.03%
Rockefeller Capital Management L.P.	49.20K	Jun 30, 26	-15.89K	0.03%
Farmers National Bank	47.79K	Jun 30, 26	-198	0.03%
Archford Capital Strategies, LLC	47.73K	Jun 30, 26	-2.75K	0.03%
Neuberger Berman Group LLC	46.76K	Jun 30, 26	+2.79K	0.03%
BLUE SQUARE ASSET MANAGEMENT, LLC	46.39K	Jun 30, 26	-417	0.03%
HALLMARK CAPITAL MANAGEMENT INC	46.36K	Jun 30, 26	-1.44K	0.03%
Baird Financial Group, Inc.	46.30K	Jun 30, 26	+4.30K	0.03%
WESBANCO BANK INC	45.56K	Jun 30, 26	-5.53K	0.03%
CGN Advisors LLC	44.93K	Jun 30, 26	-1.05K	0.03%
Private Advisor Group, LLC	44.43K	Jun 30, 26	-41.34K	0.03%
Helen Stephens Group, LLC	43.34K	Jun 30, 26	+34.64K	0.03%
Conrad Siegel Investment Advisors, Inc.	42.07K	Jun 30, 26	+706	0.03%
FLAGSHIP HARBOR ADVISORS, LLC	39.94K	Jun 30, 26	+39.94K	0.03%
AQR CAPITAL MANAGEMENT LLC	39.50K	Jun 30, 26	+39.50K	0.02%
Belpointe Asset Management LLC	39.36K	Jun 30, 26	+2.29K	0.02%
XY Planning Network, Inc.	38.88K	Jun 30, 26	+38.88K	0.02%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	38.55K	Jun 30, 26	-9.90K	0.02%
MidFirst Bank	38.48K	Jun 30, 26	-62	0.02%
ROMANO BROTHERS AND COMPANY	38.39K	Jun 30, 26	+821	0.02%
TD Waterhouse Canada Inc.	37.60K	Jun 30, 26	-25.17K	0.02%
Concurrent Investment Advisors, LLC	37.11K	Jun 30, 26	+37.11K	0.02%
Cerity Partners LLC	36.27K	Jun 30, 26	-8.74K	0.02%
Granite Harbor Advisors, Inc.	35.48K	Jun 30, 26	-7.71K	0.02%
Balentine LLC	35.46K	Jun 30, 26	+391	0.02%
Kerntke Otto McGlone Wealth Management Group	35.17K	Jun 30, 26	+8.32K	0.02%
RIVER'S EDGE WEALTH MANAGEMENT, LLC	34.57K	Jun 30, 26	+495	0.02%
CVA Family Office, LLC	33.96K	Jun 30, 26	--	0.02%
Foundations Investment Advisors, LLC	33.92K	Jun 30, 26	+8.67K	0.02%
Walleye Partners, LLC	33.70K	Jun 30, 26	+372	0.02%
4J Wealth Management LLC	33.46K	Jun 30, 26	+2.62K	0.02%
Prosperity Planning, Inc.	33.27K	Jun 30, 26	--	0.02%
DecisionMap Wealth Management, LLC	33.04K	Jun 30, 26	+4.57K	0.02%
FOCUSED ALPHA, LLC	32.63K	Jun 30, 26	-236	0.02%
DUNCKER STREETT & CO INC	32.06K	Jun 30, 26	+353	0.02%
Element Wealth, LLC	31.96K	Jun 30, 26	-249	0.02%
Schuylkill Financial LLC	31.07K	Jun 30, 26	+31.07K	0.02%
MOSAIC FAMILY WEALTH PARTNERS, LLC	31.02K	Jun 30, 26	+5.07K	0.02%
HORAN Wealth, LLC	30.86K	Jun 30, 26	-1.84K	0.02%
MML INVESTORS SERVICES, LLC	30.30K	Jun 30, 26	+3.16K	0.02%
Autumn Glory Partners, LLC	29.98K	Jun 30, 26	+2.43K	0.02%
Brookstone Capital Management	29.90K	Jun 30, 26	-849	0.02%
StoneX Group Inc.	29.89K	Jun 30, 26	+10.87K	0.02%
Summit Wealth Partners, LLC	29.66K	Jun 30, 26	+54	0.02%
LITTLE HOUSE CAPITAL LLC	29.64K	Jun 30, 26	+737	0.02%
Walser Wealth Management Company, A Ltd Liability Co	29.63K	Jun 30, 26	+8.71K	0.02%
Accretive Wealth Partners, LLC	29.06K	Jun 30, 26	-255	0.02%
Lee Financial Co	28.90K	Jun 30, 26	--	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	28.25K	Jun 30, 26	+206	0.02%
Stokes Family Office, LLC	27.16K	Jun 30, 26	+4.70K	0.02%
DEARBORN PARTNERS LLC	27.08K	Jun 30, 26	+2.50K	0.02%
Straight Path Wealth Management	26.84K	Jun 30, 26	+5.75K	0.02%
BAKER BOYER NATIONAL BANK	26.71K	Jun 30, 26	-317	0.02%
Van Hulzen Asset Management, LLC	26.37K	Jun 30, 26	+2.53K	0.02%
Dorsey & Whitney Trust CO LLC	26.00K	Jun 30, 26	--	0.02%
FIDUCIARY FINANCIAL ADVISORS	25.77K	Jun 30, 26	+25.77K	0.02%
Curbstone Financial Management Corp	25.60K	Jun 30, 26	-100	0.02%
Stockman Wealth Management, Inc.	25.07K	Jun 30, 26	+1.03K	0.02%
ADG Wealth Management Group, LLC	25.00K	Jun 30, 26	-35	0.02%
TABLEAUX LLC	24.53K	Jun 30, 26	-3.05K	0.02%
Freestone Capital Holdings, LLC	24.52K	Jun 30, 26	-12.46K	0.02%
THOROUGHBRED FINANCIAL SERVICES, LLC	24.43K	Jun 30, 26	-2.17K	0.02%
BEACON FINANCIAL PLANNING, INC	24.29K	Jun 30, 26	+7.63K	0.02%
Redwood Financial Network Corp	24.07K	Jun 30, 26	-155	0.02%
MGO ONE SEVEN LLC	23.70K	Jun 30, 26	-2.03K	0.01%
Waverly Advisors, LLC	23.23K	Jun 30, 26	+12.13K	0.01%
ALTERNA WEALTH MANAGEMENT, INC	22.96K	Jun 30, 26	-17.37K	0.01%
FIRST INTERSTATE BANK	22.94K	Jun 30, 26	--	0.01%
Avidian Wealth Solutions, LLC	22.36K	Jun 30, 26	+1.42K	0.01%
Cornerstone Wealth Advisors, Inc.	22.25K	Jun 30, 26	+22.25K	0.01%
Atwater Malick LLC	21.92K	Jun 30, 26	+3.37K	0.01%
American Trust	21.55K	Jun 30, 26	--	0.01%
WJ Wealth Management, LLC	21.10K	Jun 30, 26	-5.10K	0.01%
Advisory Services Network, LLC	20.91K	Jun 30, 26	+3.10K	0.01%
Johnson Bixby & Associates, LLC	20.86K	Jun 30, 26	+110	0.01%
Provenance Wealth Advisors, LLC	20.32K	Jun 30, 26	--	0.01%
ROBINSON SMITH WEALTH ADVISORS LLC	20.05K	Jun 30, 26	+44	0.01%
Gilbert & Cook, Inc.	19.46K	Jun 30, 26	--	0.01%
Ellis Investment Partners, LLC	19.22K	Jun 30, 26	+322	0.01%
Mutual Advisors, LLC	19.13K	Jun 30, 26	+179	0.01%
Round Rock Advisors, LLC	18.30K	Jun 30, 26	--	0.01%
SCHMIDT P J INVESTMENT MANAGEMENT INC	18.13K	Jun 30, 26	--	0.01%
Ancora Advisors, LLC	18.00K	Jun 30, 26	+2	0.01%
S.E.E.D. Planning Group LLC	17.96K	Jun 30, 26	+17.96K	0.01%
Indivisible Partners	17.70K	Jun 30, 26	+17.70K	0.01%
Robbins Farley	17.65K	Jun 30, 26	+41	0.01%
Alliance Wealth Advisors, LLC /UT	17.63K	Jun 30, 26	-4.52K	0.01%
PRINCIPAL SECURITIES, INC.	17.63K	Jun 30, 26	+623	0.01%
WIREGRASS INVESTMENT MANAGEMENT LLC	17.00K	Jun 30, 26	--	0.01%
Clearstead Trust, LLC	16.99K	Jun 30, 26	--	0.01%
Summit Trail Advisors, LLC	16.35K	Jun 30, 26	+3.55K	0.01%
SIMON QUICK ADVISORS, LLC	16.34K	Jun 30, 26	--	0.01%
Moors & Cabot, Inc.	16.26K	Jun 30, 26	+888	0.01%
Bradley & Co. Private Wealth Management, LLC	16.14K	Jun 30, 26	--	0.01%
FF Advisors,LLC	16.01K	Jun 30, 26	-66.58K	0.01%
Steward Partners Investment Advisory, LLC	15.94K	Jun 30, 26	+5	0.01%
MIDLAND WEALTH ADVISORS LLC	15.84K	Jun 30, 26	+6.21K	0.01%
Hurley Capital, LLC	15.71K	Jun 30, 26	+112	0.01%
OPPENHEIMER & CO INC	15.52K	Jun 30, 26	-5.92K	0.01%
American Money Management, LLC	15.05K	Jun 30, 26	-58	0.01%
Ledyard National Bank	14.92K	Jun 30, 26	--	0.01%
Crusonia Wealth Advisors LLC	14.58K	Jun 30, 26	+923	0.01%
1900 WEALTH MANAGEMENT LLC	13.82K	Jun 30, 26	--	0.01%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	13.69K	Jun 30, 26	-390	0.01%
Fortune Financial Group, Inc.	13.58K	Jun 30, 26	+394	0.01%
Physician Wealth Advisors, Inc.	13.47K	Jun 30, 26	+4.69K	0.01%
Bank of New Hampshire	13.40K	Jun 30, 26	-450	0.01%
CIBC Bancorp USA Inc.	13.36K	Jun 30, 26	+13.36K	0.01%
Trust Point Inc.	13.27K	Jun 30, 26	+4.07K	0.01%
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV	13.25K	Jun 30, 26	--	0.01%
Cypress Wealth Services, LLC	13.17K	Jun 30, 26	--	0.01%
XML Financial, LLC	13.17K	Jun 30, 26	-597	0.01%
Koesten, Hirschmann & Crabtree, INC.	13.14K	Jun 30, 26	+13.14K	0.01%
NAPLES GLOBAL ADVISORS, LLC	13.10K	Jun 30, 26	-400	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13.08K	Jun 30, 26	-230.81K	0.01%
SageView Advisory Group, LLC	13.05K	Jun 30, 26	--	0.01%
Old Mission Investment Co LLC	12.97K	Jun 30, 26	+12.97K	0.01%
Koshinski Asset Management, Inc.	12.85K	Jun 30, 26	+981	0.01%
Farnam Financial LLC	12.53K	Jun 30, 26	+101	0.01%
Financial Advisory Corp	12.44K	Jun 30, 26	+353	0.01%
NWAM LLC	12.28K	Jun 30, 26	+100	0.01%
Kingsview Wealth Management, LLC	12.27K	Jun 30, 26	+12.27K	0.01%
Black Swift Group, LLC	12.22K	Jun 30, 26	+12.22K	0.01%
Ferguson Johnson Wealth Management Inc	12.21K	Jun 30, 26	--	0.01%
Next Level Wealth Planning, LLC	11.90K	Jun 30, 26	+2.18K	0.01%
ProVise Management Group, LLC	11.82K	Jun 30, 26	+11.82K	0.01%
Berkshire Money Management, Inc.	11.69K	Jun 30, 26	+11.69K	0.01%
Sarver Vrooman Wealth Advisors	11.65K	Jun 30, 26	--	0.01%
GAMMA Investing LLC	11.55K	Jun 30, 26	+6.92K	0.01%
Journey Advisory Group, LLC	11.50K	Jun 30, 26	--	0.01%
Sentinus, LLC	11.39K	Jun 30, 26	--	0.01%
FOSTER DYKEMA CABOT & PARTNERS, LLC	11.20K	Jun 30, 26	--	0.01%
McGuire Investment Group, LLC	11.16K	Jun 30, 26	+11.16K	0.01%
BRYN MAWR TRUST Co	11.10K	Jun 30, 26	--	0.01%
Spartan Wealth Advisory Services LLC	10.79K	Jun 30, 26	-10.52K	0.01%
SEEDS INVESTOR LLC	10.50K	Jun 30, 26	+823	0.01%
Keystone Wealth Services, LLC	10.40K	Jun 30, 26	-317	0.01%
DUDLEY CAPITAL MANAGEMENT, LLC	10.30K	Jun 30, 26	--	0.01%
Carson Advisory Inc.	10.27K	Jun 30, 26	--	0.01%
Highland Financial Advisors, LLC	10.16K	Jun 30, 26	--	0.01%
Ashton Thomas Private Wealth, LLC	10.15K	Jun 30, 26	+775	0.01%
Pine Haven Investment Counsel, Inc	10.05K	Jun 30, 26	+700	0.01%
Spire Wealth Management	9.59K	Jun 30, 26	+336	0.01%
Betterment LLC	9.54K	Jun 30, 26	+9.54K	0.01%
Gradient Capital Advisors, LLC	9.53K	Jun 30, 26	--	0.01%
Robertson Stephens Wealth Management, LLC	9.52K	Jun 30, 26	--	0.01%
Wealth Advisory Solutions, LLC	9.35K	Jun 30, 26	+9.35K	0.01%
Vise Technologies, Inc.	9.20K	Jun 30, 26	+9.20K	0.01%
Scott Capital Advisors, LLC	9.12K	Jun 30, 26	+9.12K	0.01%
Community Financial Services Group, LLC	9.11K	Jun 30, 26	+9.11K	0.01%
Aprio Wealth Management, LLC	9.08K	Jun 30, 26	-19.07K	0.01%
Newman Dignan & Sheerar, Inc.	9.08K	Jun 30, 26	-178	0.01%
New England Private Wealth Advisors LLC	9.04K	Jun 30, 26	+132	0.01%
SHUFRO ROSE & CO LLC	9.00K	Jun 30, 26	+9.00K	0.01%
Csenge Advisory Group	8.97K	Jun 30, 26	+5	0.01%
Arnold Financial Planning LLC	8.91K	Jun 30, 26	--	0.01%
KPP Advisory Services LLC	8.87K	Jun 30, 26	+900	0.01%
HARBOUR INVESTMENTS, INC.	8.78K	Jun 30, 26	-1.55K	0.01%
Mayflower Financial Advisors, LLC	8.78K	Jun 30, 26	--	0.01%
Advisor OS, LLC	8.65K	Jun 30, 26	+8.65K	0.01%
Wealthspire Advisors, LLC	8.64K	Jun 30, 26	--	0.01%
ANCHOR CAPITAL ADVISORS LLC	8.60K	Jun 30, 26	--	0.01%
WHITENER CAPITAL MANAGEMENT, INC.	8.60K	Jun 30, 26	-2.20K	0.01%
Yoder Wealth Management, Inc.	8.38K	Jun 30, 26	+8.38K	0.01%
COOPER/HAIMS ADVISORS, LLC	8.23K	Jun 30, 26	--	0.01%
SCOTIA CAPITAL INC.	8.10K	Jun 30, 26	--	0.01%
ALESCO ADVISORS LLC	8.01K	Jun 30, 26	--	0.01%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	8.00K	Jun 30, 26	--	0.01%
CHOREO, LLC	8.00K	Jun 30, 26	-210	0.01%
Bogart Wealth, LLC	7.98K	Jun 30, 26	+2	0.01%
AE Wealth Management LLC	7.88K	Jun 30, 26	+4.46K	0.00%
PHILLIPS FINANCIAL MANAGEMENT, LLC	7.52K	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	6.17K	Jun 30, 26	-10	0.00%
FMR LLC	6.00K	Jun 30, 26	-1.61K	0.00%
Align Financial, LLC	4.79K	Jun 30, 26	--	0.00%
Anchor Bay Capital, Inc.	4.14K	Jun 30, 26	+4.14K	0.00%
PITTENGER & ANDERSON INC	4.14K	Jun 30, 26	+1.99K	0.00%
CNB Bank	3.97K	Jun 30, 26	+152	0.00%
HHM Wealth Advisors, LLC	3.60K	Jun 30, 26	--	0.00%
NBH Bank	3.37K	Jun 30, 26	+3.37K	0.00%
Truvestments Capital LLC	3.20K	Jun 30, 26	-1.88K	0.00%
BALLAST ADVISORS LLC	2.97K	Jun 30, 26	+1.77K	0.00%
Addison Advisors LLC	2.90K	Jun 30, 26	-1.76K	0.00%
Hyposwiss Advisors SA	2.74K	Jun 30, 26	-755	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2.69K	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	2.69K	Jun 30, 26	+1.94K	0.00%
Trust Co	2.67K	Jun 30, 26	--	0.00%
Asset Dedication, LLC	2.66K	Jun 30, 26	+1	0.00%
Coastline Trust Co	2.56K	Jun 30, 26	--	0.00%
Front Row Advisors LLC	2.35K	Jun 30, 26	+750	0.00%
United Community Bank	2.20K	Jun 30, 26	-95	0.00%
BURKETT FINANCIAL SERVICES, LLC	2.04K	Jun 30, 26	+23	0.00%
Pinnacle Bancorp, Inc.	2.00K	Jun 30, 26	--	0.00%
Miller Global Investments, LLC	2.00K	Jun 30, 26	-800	0.00%
Aptus Capital Advisors, LLC	1.91K	Jun 30, 26	+1.32K	0.00%
Legacy Bridge, LLC	1.90K	Jun 30, 26	--	0.00%
GHP Investment Advisors, Inc.	1.61K	Jun 30, 26	--	0.00%
Y.D. More Investments Ltd	1.51K	Jun 30, 26	+1.01K	0.00%
EASTERN BANK	1.32K	Jun 30, 26	+30	0.00%
JDM Financial Group LLC	1.30K	Jun 30, 26	+1.30K	0.00%
JFS WEALTH ADVISORS, LLC	1.17K	Jun 30, 26	+1.17K	0.00%
Fairway Wealth LLC	1.10K	Jun 30, 26	+1.10K	0.00%
Three Bearings Fiduciary Advisors, Inc.	974	Jun 30, 26	--	0.00%
MARYLAND CAPITAL ADVISORS INC.	865	Jun 30, 26	+865	0.00%
AdvisorNet Financial, Inc	804	Jun 30, 26	+9	0.00%
Colonial Trust Co / SC	800	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	685	Jun 30, 26	--	0.00%
Venturi Wealth Management, LLC	658	Jun 30, 26	--	0.00%
Biltmore Family Office, LLC	650	Jun 30, 26	--	0.00%
AlphaCore Capital LLC	610	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	600	Jun 30, 26	-2.69K	0.00%
MCGUIRE CAPITAL ADVISORS INC	560	Jun 30, 26	+535	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	500	Jun 30, 26	--	0.00%
First PREMIER Bank	302	Jun 30, 26	--	0.00%
LOGAN CAPITAL MANAGEMENT INC	269	Jun 30, 26	+269	0.00%
HOEY INVESTMENTS, INC	135	Jun 30, 26	+135	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	131	Jun 30, 26	+131	0.00%
Tower Research Capital LLC (TRC)	121	Jun 30, 26	+121	0.00%
CITADEL ADVISORS LLC	--	Jun 30, 26	-274.03K	--
DARA CAPITAL US, INC.	--	Jun 30, 26	-35.48K	--
Annis Gardner Whiting Capital Advisors, LLC	--	Jun 30, 26	-2.40K	--
Prime Capital Investment Advisors, LLC	--	Jun 30, 26	-17.01K	--
Golden State Equity Partners	--	Jun 30, 26	-4.90K	--
Evergreen Wealth Partners LLC	--	Jun 30, 26	-9.99K	--
Maia Wealth LLC	--	Jun 30, 26	-9.80K	--
THREADGILL FINANCIAL, LLC	--	Jun 30, 26	-867.92K	--
Cassaday & Co Wealth Management LLC	--	Jun 30, 26	-1.46K	--
Intentional Wealth Strategies, LLC	--	Jun 30, 26	-5.60K	--
Napier Financial, LLC	--	Jun 30, 26	-2.73K	--
CX Institutional	--	Jun 30, 26	-790	--
Maridea Wealth Management LLC	--	Jun 30, 26	-8.80K	--
HAZLETT, BURT & WATSON, INC.	--	Jun 30, 26	-704	--
BESSEMER GROUP INC	--	Jun 30, 26	-9.28K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-192.15K	--
OAK HARBOR WEALTH PARTNERS, LLC	--	Jun 30, 26	-5.94K	--
Arkadios Wealth Advisors	--	Jun 30, 26	-10.15K	--
Independent Advisor Alliance	--	Jun 30, 26	-64.01K	--
Signature Resources Capital Management, LLC	--	Jun 30, 26	-168	--
STAR Financial Bank	--	Jun 30, 26	-15.33K	--
Western Wealth Management, LLC	--	Jun 30, 26	-2.89K	--
Knights of Columbus Asset Advisors LLC	--	Jun 30, 26	-2.88K	--
CWM, LLC	266.91K	Mar 31, 26	+19.64K	0.17%
Cherry Tree Wealth Management, LLC	233.39K	Mar 31, 26	+784	0.15%
Signature Wealth Management Group	219.64K	Mar 31, 26	-422	0.14%
Leo Wealth, LLC	195.55K	Mar 31, 26	+2.11K	0.12%
MOSELEY INVESTMENT MANAGEMENT INC	12.60K	Mar 31, 26	+591	0.01%
McIlrath & Eck, LLC	6.51K	Mar 31, 26	+47	0.00%
Bank of Jackson Hole Trust	3.37K	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	850	Mar 31, 26	--	0.00%
Evanson Asset Management, LLC	--	Mar 31, 26	-10.73K	--
Austin Private Wealth, LLC	44.26K	Dec 31, 25	+2.08K	0.03%
COMERICA BANK	30.09K	Dec 31, 25	+2.47K	0.02%
CIBC Private Wealth Group, LLC	4.65K	Dec 31, 25	+4.22K	0.00%
Stephens Consulting, LLC	1.31K	Dec 31, 25	--	0.00%
Vishria Bird Financial Group, LLC	2.60M	Sep 30, 25	+2.60M	1.64%
Masso Torrence Wealth Management Inc.	32.00K	Sep 30, 25	--	0.02%
FULLCIRCLE WEALTH LLC	14.27K	Sep 30, 25	-16	0.01%
Hemington Wealth Management	1.33K	Sep 30, 25	--	0.00%
Centricity Wealth Management, LLC	195.83K	Jun 30, 25	+8.71K	0.12%
Horan Securities, Inc.	37.73K	Jun 30, 25	--	0.02%
AVANTAX ADVISORY SERVICES, INC.	11.00K	Jun 30, 25	+1.39K	0.01%
First Horizon Advisors, Inc.	8.04K	Jun 30, 25	--	0.01%
Sandy Spring Bank	237.77K	Mar 31, 25	+11.09K	0.15%
Sabal Trust CO	169.70K	Mar 31, 25	+19.78K	0.11%
Safeguard Financial, LLC	132.56K	Mar 31, 25	+35.75K	0.08%
Buffington Mohr McNeal	47.00K	Mar 31, 25	+33.05K	0.03%
Spectrum Wealth Counsel, LLC	20.70K	Mar 31, 25	-2.10K	0.01%
CAROLINAS WEALTH CONSULTING LLC	--	Mar 31, 25	-121	--
Executive Wealth Management, LLC	152.04K	Dec 31, 24	+39.55K	0.10%
Kades & Cheifetz LLC	17.37K	Dec 31, 24	+17.37K	0.01%
Private Portfolio Partners LLC	13.30K	Dec 31, 24	--	0.01%
Raymond James Financial Services Advisors, Inc.	1.21M	Sep 30, 24	+77.80K	0.76%
Gateway Advisory, LLC	861.34K	Sep 30, 24	+31.20K	0.54%
MONUMENTAL FINANCIAL GROUP INC.	549.43K	Sep 30, 24	+172.89K	0.35%
RAYMOND JAMES & ASSOCIATES	396.46K	Sep 30, 24	+55.53K	0.25%
Platte River Wealth Advisors, LLC	172.58K	Sep 30, 24	-31.75K	0.11%
FinTrust Capital Advisors, LLC	26.10K	Sep 30, 24	-117	0.02%
BENJAMIN F. EDWARDS & COMPANY, INC.	326.95K	Jun 30, 24	+19.10K	0.21%
BlackRock Inc.	140	Jun 30, 24	-1.14K	0.00%
Cetera Advisors LLC	74.74K	Mar 31, 24	+57.16K	0.05%
Cetera Advisor Networks LLC	19.61K	Mar 31, 24	+10.12K	0.01%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	10.29K	Mar 31, 24	--	0.01%
Bartlett & Co. LLC	600	Dec 31, 23	--	0.00%
Sutton Wealth Advisors Inc.	1.43K	Sep 30, 23	+1.43K	0.00%
Kistler-Tiffany Companies, LLC	25.05K	Jun 30, 23	-4.00K	0.02%
LEO BROKERAGE, LLC	18.77K	Jun 30, 23	+18.77K	0.01%
First National Bank of South Miami	--	Jun 30, 23	-650	--
Cribstone Capital Management, LLC	138.79K	Dec 31, 22	+127.91K	0.09%
Sargent Bickham Lagudis LLC	5.00K	Dec 31, 22	+4.28K	0.00%
American Portfolios Advisors	54.56K	Sep 30, 22	+53.04K	0.03%
Farmer Steven Patrick	503.10K	Jun 30, 22	+503.10K	0.32%
Advisor Group, Inc.	3.88K	Dec 31, 19	+1.68K	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	2.60K	Dec 31, 19	+200	0.00%
BOSTON ADVISORS LLC	20.17K	Sep 30, 19	+860	0.01%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

9.53M

Jun 30, 26

+575.67K

6.00%

MERCER GLOBAL ADVISORS INC /ADV

5.53M

Jun 30, 26

+247.07K

3.48%

MORGAN STANLEY

4.82M

Jun 30, 26

+167.07K

3.03%

Lido Advisors, LLC

4.22M

Jun 30, 26

-250.94K

2.66%

Capital Investment Advisors, LLC

3.89M

Jun 30, 26

+137.63K

2.45%

UBS Group AG

3.77M

Jun 30, 26

+246.68K

2.37%

CAPITAL ADVISORS INC/OK

3.57M

Jun 30, 26

+39.32K

2.25%

RAYMOND JAMES FINANCIAL INC

3.32M

Jun 30, 26

+197.30K

2.09%

HM PAYSON & CO

3.17M

Jun 30, 26

+234.28K

2.00%

LPL Financial LLC

2.90M

Jun 30, 26

+382.90K

1.82%

HighTower Advisors, LLC

1.82M

Jun 30, 26

+47.00K

1.15%

AMERIPRISE FINANCIAL INC

1.72M

Jun 30, 26

+83.25K

1.08%

ROYAL BANK OF CANADA

1.68M

Jun 30, 26

+207.78K

1.05%

Sound View Wealth Advisors Group, LLC

1.67M

Jun 30, 26

+104.00K

1.05%

WELLS FARGO & COMPANY/MN

1.62M

Jun 30, 26

-224.82K

1.02%

HENGEHOLD CAPITAL MANAGEMENT LLC

1.52M

Jun 30, 26

+85.40K

0.96%

SUMMITRY LLC

1.51M

Jun 30, 26

+54.25K

0.95%

WOODMONT INVESTMENT COUNSEL LLC

1.45M

Jun 30, 26

-170.41K

0.91%

Gratus Wealth Advisors, LLC

1.41M

Jun 30, 26

+38.34K

0.89%

Kathmere Capital Management, LLC

1.39M

Jun 30, 26

+82.51K

0.87%

SIGMA INVESTMENT COUNSELORS INC

1.34M

Jun 30, 26

+58.56K

0.84%

HOWLAND CAPITAL MANAGEMENT LLC

1.31M

Jun 30, 26

+78.88K

0.82%

Klingman & Associates, LLC

1.29M

Jun 30, 26

-9.50K

0.81%

RVW Wealth, LLC

1.21M

Jun 30, 26

+47.45K

0.76%

Baltimore-Washington Financial Advisors, Inc.

1.09M

Jun 30, 26

+36.17K

0.69%

Summit Financial, LLC

1.09M

Jun 30, 26

+540.86K

0.69%

COMMONWEALTH EQUITY SERVICES, LLC

1.07M

Jun 30, 26

+47.86K

0.68%

CAPTRUST FINANCIAL ADVISORS

1.07M

Jun 30, 26

+81.21K

0.67%

STIFEL FINANCIAL CORP

1.07M

Jun 30, 26

+30.55K

0.67%

Kestra Advisory Services, LLC

1.00M

Jun 30, 26

+144.57K

0.63%

TABR Capital Management, LLC

946.64K

Jun 30, 26

+903.24K

0.60%

TRUIST FINANCIAL CORP

939.14K

Jun 30, 26

+69.92K

0.59%

NewEdge Advisors, LLC

850.69K

Jun 30, 26

+65.62K

0.54%

MV CAPITAL MANAGEMENT, INC.

803.64K

Jun 30, 26

+9.17K

0.51%

BENJAMIN EDWARDS INC

778.36K

Jun 30, 26

+37.70K

0.49%

US BANCORP \DE\

771.07K

Jun 30, 26

+100.10K

0.49%

Summit Asset Management, LLC

753.55K

Jun 30, 26

+13.89K

0.47%

REBALANCE, LLC

682.88K

Jun 30, 26

-40.40K

0.43%

BlackRock, Inc.

673.57K

Jun 30, 26

+109.11K

0.42%

Mesirow Financial Investment Management, Inc.

653.57K

Jun 30, 26

+15.77K

0.41%

SPINNAKER TRUST

639.23K

Jun 30, 26

+91.42K

0.40%

Sanctuary Advisors, LLC

612.64K

Jun 30, 26

+38.32K

0.39%

ARROW FINANCIAL CORP

591.51K

Jun 30, 26

+13.91K

0.37%

CENTRAL TRUST Co

583.11K

Jun 30, 26

+43.44K

0.37%

Glenview Trust Co

576.75K

Jun 30, 26

+15.28K

0.36%

NOVEM GROUP

563.46K

Jun 30, 26

+64.50K

0.35%

Strid Group, LLC

533.97K

Jun 30, 26

+148.90K

0.34%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

533.01K

Jun 30, 26

+30.76K

0.34%

LYELL WEALTH MANAGEMENT, LP

529.58K

Jun 30, 26

+39.40K

0.33%

Stratos Wealth Partners, LTD.

527.53K

Jun 30, 26

+38.69K

0.33%

Integrated Wealth Concepts LLC

524.71K

Jun 30, 26

+254.65K

0.33%

Windsor Capital Management, LLC

516.29K

Jun 30, 26

+17.36K

0.32%

Cornerstone Planning, LLC

512.90K

Jun 30, 26

+13.29K

0.32%

Colony Group, LLC

511.45K

Jun 30, 26

+172.28K

0.32%

Snowden Capital Advisors LLC

509.51K

Jun 30, 26

+4.11K

0.32%

FIRST NATIONAL TRUST CO

507.89K

Jun 30, 26

+10.02K

0.32%

Peloton Wealth Strategists

411.19K

Jun 30, 26

+12.00K

0.26%

First International Bank of Israel Ltd.

402.00K

Jun 30, 26

0.25%

Ironwood Financial, llc

400.16K

Jun 30, 26

+156.52K

0.25%

Northstar Group, Inc.

392.47K

Jun 30, 26

+38.38K

0.25%

Allworth Financial LP

390.11K

Jun 30, 26

+40.78K

0.25%

Beacon Pointe Advisors, LLC

380.09K

Jun 30, 26

+16.48K

0.24%

Atria Investments, Inc

374.42K

Jun 30, 26

+41.68K

0.24%

ARCADIA INVESTMENT ADVISORS LLC

370.19K

Jun 30, 26

+26.69K

0.23%

ENVESTNET ASSET MANAGEMENT INC

368.35K

Jun 30, 26

+76.97K

0.23%

Global Retirement Partners, LLC

364.87K

Jun 30, 26

+364.87K

0.23%

Cetera Investment Advisers

356.12K

Jun 30, 26

+95.83K

0.22%

EP Wealth Advisors, LLC

344.11K

Jun 30, 26

+123.80K

0.22%

Parallel Advisors, LLC

339.43K

Jun 30, 26

+34.52K

0.21%

InvesTrust

332.48K

Jun 30, 26

+18.01K

0.21%

Merit Financial Group, LLC

327.61K

Jun 30, 26

+40.68K

0.21%

EIGHT 31 FINANCIAL LLC

320.90K

Jun 30, 26

+7.22K

0.20%

PFG Private Wealth Management, LLC

305.53K

Jun 30, 26

-27.65K

0.19%

IFP Advisors, Inc

303.28K

Jun 30, 26

-965

0.19%

Miracle Mile Advisors, LLC

300.20K

Jun 30, 26

+35.13K

0.19%

Janney Montgomery Scott LLC

296.41K

Jun 30, 26

+154.45K

0.19%

LBMC INVESTMENT ADVISORS, LLC

280.12K

Jun 30, 26

+47.56K

0.18%

Praetorian Wealth Management, Inc.

275.92K

Jun 30, 26

+4.11K

0.17%

JONES FINANCIAL COMPANIES LLLP

272.59K

Jun 30, 26

+39.84K

0.17%

Quantum Financial Advisors, LLC

271.69K

Jun 30, 26

+36.93K

0.17%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

267.70K

Jun 30, 26

+73.86K

0.17%

Guidance Point Advisors, LLC

266.94K

Jun 30, 26

+14.66K

0.17%

BEESE FULMER INVESTMENT MANAGEMENT, INC.

263.38K

Jun 30, 26

+65.36K

0.17%

HAMEL ASSOCIATES, INC.

262.25K

Jun 30, 26

-617

0.17%

SONATA CAPITAL GROUP INC

261.97K

Jun 30, 26

+13.57K

0.16%

Penobscot Investment Management Company, Inc.

260.87K

Jun 30, 26

+27.12K

0.16%

MinichMacGregor Wealth Management, LLC

252.78K

Jun 30, 26

+6.38K

0.16%

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

249.89K

Jun 30, 26

+50.27K

0.16%

Heartland Bank & Trust Co

247.32K

Jun 30, 26

+33.85K

0.16%

Cheviot Value Management, LLC

244.85K

Jun 30, 26

-6.49K

0.15%

MCF Advisors LLC

244.34K

Jun 30, 26

-7.31K

0.15%

HARBOR ADVISORY CORP /MA/

242.58K

Jun 30, 26

+27.30K

0.15%

Cambridge Investment Research Advisors, Inc.

240.36K

Jun 30, 26

-1.18K

0.15%

Houlihan Financial Resource Group, Ltd.

230.33K

Jun 30, 26

+6.46K

0.14%

LEAVELL INVESTMENT MANAGEMENT, INC.

228.18K

Jun 30, 26

+22.98K

0.14%

ADVISOR GROUP HOLDINGS, INC.

227.79K

Jun 30, 26

+34.95K

0.14%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

227.28K

Jun 30, 26

+13.51K

0.14%

Wick Capital Partners, LLC

223.90K

Jun 30, 26

+33.95K

0.14%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

222.72K

Jun 30, 26

+54.66K

0.14%

4Thought Financial Group Inc.

215.18K

Jun 30, 26

+40.83K

0.14%

Atlantic Union Bankshares Corp

212.42K

Jun 30, 26

-11.27K

0.13%

Winthrop Partners - WNY, LLC

211.85K

Jun 30, 26

+11.82K

0.13%

Krilogy Financial LLC

207.15K

Jun 30, 26

+1.26K

0.13%

HANCOCK WHITNEY CORP

202.97K

Jun 30, 26

+17

0.13%

Crews Bank & Trust

200.16K

Jun 30, 26

-1.82K

0.13%

10Elms LLP

195.40K

Jun 30, 26

+88.09K

0.12%

Resources Investment Advisors, LLC.

194.54K

Jun 30, 26

-26.36K

0.12%

MONECO Advisors, LLC

190.78K

Jun 30, 26

-5.04K

0.12%

Creative Planning

190.31K

Jun 30, 26

+4.25K

0.12%

Twin Cities Retirement Group LLC

188.28K

Jun 30, 26

-3.31K

0.12%

Chicago Partners Investment Group LLC

186.56K

Jun 30, 26

+1.91K

0.12%

MEMBERS WEALTH LLC

184.12K

Jun 30, 26

+16.21K

0.12%

Centric Wealth Management

182.81K

Jun 30, 26

0.12%

Sowell Financial Services LLC

182.12K

Jun 30, 26

+675

0.11%

Laurel Wealth Advisors LLC

181.15K

Jun 30, 26

+8.46K

0.11%

Valmark Advisers, Inc.

179.02K

Jun 30, 26

+30.21K

0.11%

Evergreen Wealth Solutions, LLC

174.26K

Jun 30, 26

-3.65K

0.11%

CABOT WEALTH MANAGEMENT INC

170.47K

Jun 30, 26

+75.00K

0.11%

FULTON BREAKEFIELD BROENNIMAN LLC

166.94K

Jun 30, 26

+6.55K

0.11%

PRECEDENT WEALTH PARTNERS, LLC

163.52K

Jun 30, 26

+23.74K

0.10%

Great Diamond Partners, LLC

161.99K

Jun 30, 26

-58.73K

0.10%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

160.51K

Jun 30, 26

+41.04K

0.10%

REGIONS FINANCIAL CORP

160.13K

Jun 30, 26

+1.33K

0.10%

Rossmore Private Capital

157.96K

Jun 30, 26

+16.39K

0.10%

SAX WEALTH ADVISORS, LLC

154.73K

Jun 30, 26

+4.67K

0.10%

Madden Advisory Services, Inc.

153.60K

Jun 30, 26

-14

0.10%

Evergreen Private Wealth LLC

149.86K

Jun 30, 26

+8.38K

0.09%

Sightline Wealth Advisors, LLC

147.60K

Jun 30, 26

+44.30K

0.09%

Covington Investment Advisors Inc.

146.33K

Jun 30, 26

+43.35K

0.09%

Commonwealth Financial Services, LLC

145.97K

Jun 30, 26

-287.37K

0.09%

Godshalk Welsh Capital Management, Inc.

144.85K

Jun 30, 26

+6.00K

0.09%

THRIVENT FINANCIAL FOR LUTHERANS

139.10K

Jun 30, 26

+54.73K

0.09%

J.W. COLE ADVISORS, INC.

135.81K

Jun 30, 26

+32.56K

0.09%

MTM Investment Management, LLC

135.01K

Jun 30, 26

+83.07K

0.08%

Probity Advisors, Inc.

134.18K

Jun 30, 26

-115.47K

0.08%

Matthew Goff Investment Advisor, LLC

133.51K

Jun 30, 26

+133.51K

0.08%

Stonebrook Private Inc.

132.50K

Jun 30, 26

+2.39K

0.08%

Kesler, Norman & Wride, LLC

129.19K

Jun 30, 26

-7.97K

0.08%

Mariner, LLC

127.96K

Jun 30, 26

+13.75K

0.08%

LITTLEJOHN FINANCIAL SERVICES, INC.

127.08K

Jun 30, 26

+1.93K

0.08%

Roble, Belko & Company, Inc

124.05K

Jun 30, 26

+31.62K

0.08%

ADIRONDACK TRUST CO

123.11K

Jun 30, 26

+1.70K

0.08%

HARBOR INVESTMENT ADVISORY, LLC

122.42K

Jun 30, 26

+7.79K

0.08%

Breachway Investments LLC

119.34K

Jun 30, 26

-8.53K

0.08%

ASSOCIATED BANC-CORP

117.99K

Jun 30, 26

+10.20K

0.07%

LifePlan Financial, LLC

114.92K

Jun 30, 26

+2.34K

0.07%

Venture Visionary Partners LLC

114.77K

Jun 30, 26

+91

0.07%

High Note Wealth, LLC

113.94K

Jun 30, 26

+57.98K

0.07%

AssuredPartners Investment Advisors, LLC

112.78K

Jun 30, 26

+13.67K

0.07%

FIRST MANHATTAN CO. LLC.

112.38K

Jun 30, 26

+30.91K

0.07%

Resonant Capital Advisors, LLC

106.27K

Jun 30, 26

-531

0.07%

Michael S. Ryan, Inc.

105.50K

Jun 30, 26

-226

0.07%

Cornell Pochily Investment Advisors, Inc.

103.61K

Jun 30, 26

-76.20K

0.07%

KESTRA PRIVATE WEALTH SERVICES, LLC

101.83K

Jun 30, 26

+41.67K

0.06%

Chesley Taft & Associates LLC

101.66K

Jun 30, 26

+5.60K

0.06%

JPMORGAN CHASE & CO

99.71K

Jun 30, 26

+17.00K

0.06%

Modern Wealth Management, LLC

97.56K

Jun 30, 26

-147.74K

0.06%

FourThought Financial Partners, LLC

96.46K

Jun 30, 26

+16.94K

0.06%

McGlone Suttner Wealth Management, Inc.

94.51K

Jun 30, 26

+6.57K

0.06%

LFA - Lugano Financial Advisors SA

94.31K

Jun 30, 26

0.06%

COWA, LLC

94.29K

Jun 30, 26

+14.16K

0.06%

Arcataur Capital Management LLC

93.66K

Jun 30, 26

+950

0.06%

Segment Wealth Management, LLC

89.48K

Jun 30, 26

+11.14K

0.06%

Paradigm, Strategies in Wealth Management, LLC

88.95K

Jun 30, 26

-12.75K

0.06%

Fortis Capital Management LLC

87.16K

Jun 30, 26

+19.42K

0.05%

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

86.65K

Jun 30, 26

+12.13K

0.05%

Keeler THomas Management LLC

86.62K

Jun 30, 26

-4.56K

0.05%

COLDSTREAM CAPITAL MANAGEMENT INC

86.29K

Jun 30, 26

-9.13K

0.05%

Integrated Advisors Network LLC

84.78K

Jun 30, 26

+11.56K

0.05%

Hills Bank & Trust Co

82.44K

Jun 30, 26

+65.57K

0.05%

IFG Advisory, LLC

80.00K

Jun 30, 26

+80.00K

0.05%

PARK AVENUE SECURITIES LLC

78.95K

Jun 30, 26

-13.10K

0.05%

Foundation Wealth Management, LLC

78.23K

Jun 30, 26

+2.03K

0.05%

RIVERCHASE WEALTH MANAGEMENT, LLC

77.90K

Jun 30, 26

+8.73K

0.05%

Wilkins Miller Wealth Management, LLC

77.79K

Jun 30, 26

+2.71K

0.05%

Foundry Financial Group, Inc.

76.60K

Jun 30, 26

+308

0.05%

TFR Capital, LLC.

76.50K

Jun 30, 26

+13.12K

0.05%

First Fiduciary Investment Counsel, Inc.

75.23K

Jun 30, 26

+2.44K

0.05%

Sequoia Financial Advisors, LLC

74.62K

Jun 30, 26

-1.00K

0.05%

FIFTH THIRD BANCORP

71.73K

Jun 30, 26

+5.60K

0.05%

Equitable Holdings, Inc.

70.77K

Jun 30, 26

+1.69K

0.04%

Meiji Yasuda Life Insurance Co

70.00K

Jun 30, 26

+70.00K

0.04%

WRAPMANAGER INC

69.52K

Jun 30, 26

-7.08K

0.04%

Reliant Wealth Planning

69.36K

Jun 30, 26

+658

0.04%

FORVIS Wealth Advisors, LLC

69.02K

Jun 30, 26

+5.03K

0.04%

Weaver Consulting Group

68.13K

Jun 30, 26

+68.13K

0.04%

Scissortail Wealth Management, LLC

66.76K

Jun 30, 26

+1.91K

0.04%

BEACON FINANCIAL GROUP

66.05K

Jun 30, 26

-8.22K

0.04%

Cove Private Wealth, LLC

66.00K

Jun 30, 26

+29.00K

0.04%

Princeton Global Asset Management LLC

62.34K

Jun 30, 26

-865

0.04%

Bank of New York Mellon Corp

61.66K

Jun 30, 26

-448

0.04%

Bullock Wealth Management Group

60.72K

Jun 30, 26

+60.72K

0.04%

Cyr Financial Inc.

60.21K

Jun 30, 26

+6.08K

0.04%

Advance Capital Management, Inc.

59.94K

Jun 30, 26

+661

0.04%

DAVENPORT & Co LLC

59.38K

Jun 30, 26

-80

0.04%

BARRETT & COMPANY, INC.

59.06K

Jun 30, 26

+12.53K

0.04%

ONE PLUS ONE WEALTH MANAGEMENT, LLC

58.66K

Jun 30, 26

-364

0.04%

MEITAV INVESTMENT HOUSE LTD

58.12K

Jun 30, 26

-7.46K

0.04%

Jefferson Bridge Capital, LLC

57.50K

Jun 30, 26

-9.90K

0.04%

Mendota Financial Group, LLC

56.65K

Jun 30, 26

+20.28K

0.04%

BridgePort Financial Solutions, LLC

56.41K

Jun 30, 26

-1.98K

0.04%

Jacobi Capital Management LLC

56.03K

Jun 30, 26

+10.47K

0.04%

SMITH, MOORE & CO.

55.74K

Jun 30, 26

-1.69K

0.04%

CARY STREET PARTNERS FINANCIAL LLC

55.59K

Jun 30, 26

+4.52K

0.03%

Montecito Bank & Trust

55.54K

Jun 30, 26

+670

0.03%

Farther Finance Advisors, LLC

55.49K

Jun 30, 26

+2.81K

0.03%

GOULD ASSET MANAGEMENT LLC /CA/

55.05K

Jun 30, 26

+1.38K

0.03%

Beaumont Financial Advisors, LLC

54.60K

Jun 30, 26

-1.51K

0.03%

Briggs Wealth Management, Inc

54.59K

Jun 30, 26

-2.63K

0.03%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

54.24K

Jun 30, 26

+6.37K

0.03%

JANE STREET GROUP, LLC

53.84K

Jun 30, 26

+53.84K

0.03%

Clearstead Advisors, LLC

53.23K

Jun 30, 26

+1.03K

0.03%

Gilbert Capital Group, Inc.

52.55K

Jun 30, 26

-5.41K

0.03%

SIGNATUREFD, LLC

52.29K

Jun 30, 26

+13.24K

0.03%

One Day In July LLC

51.79K

Jun 30, 26

+51.79K

0.03%

OLD MISSION CAPITAL LLC

50.12K

Jun 30, 26

+50.12K

0.03%

Meridian Wealth Management, LLC

50.10K

Jun 30, 26

+39.50K

0.03%

Cartesian Growth Corp

49.83K

Jun 30, 26

0.03%

DRIVE WEALTH MANAGEMENT, LLC

49.21K

Jun 30, 26

-99

0.03%

Rockefeller Capital Management L.P.

49.20K

Jun 30, 26

-15.89K

0.03%

Farmers National Bank

47.79K

Jun 30, 26

-198

0.03%

Archford Capital Strategies, LLC

47.73K

Jun 30, 26

-2.75K

0.03%

Neuberger Berman Group LLC

46.76K

Jun 30, 26

+2.79K

0.03%

BLUE SQUARE ASSET MANAGEMENT, LLC

46.39K

Jun 30, 26

-417

0.03%

HALLMARK CAPITAL MANAGEMENT INC

46.36K

Jun 30, 26

-1.44K

0.03%

Baird Financial Group, Inc.

46.30K

Jun 30, 26

+4.30K

0.03%

WESBANCO BANK INC

45.56K

Jun 30, 26

-5.53K

0.03%

CGN Advisors LLC

44.93K

Jun 30, 26

-1.05K

0.03%

Private Advisor Group, LLC

44.43K

Jun 30, 26

-41.34K

0.03%

Helen Stephens Group, LLC

43.34K

Jun 30, 26

+34.64K

0.03%

Conrad Siegel Investment Advisors, Inc.

42.07K

Jun 30, 26

+706

0.03%

FLAGSHIP HARBOR ADVISORS, LLC

39.94K

Jun 30, 26

+39.94K

0.03%

AQR CAPITAL MANAGEMENT LLC

39.50K

Jun 30, 26

+39.50K

0.02%

Belpointe Asset Management LLC

39.36K

Jun 30, 26

+2.29K

0.02%

XY Planning Network, Inc.

38.88K

Jun 30, 26

+38.88K

0.02%

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN

38.55K

Jun 30, 26

-9.90K

0.02%

MidFirst Bank

38.48K

Jun 30, 26

-62

0.02%

ROMANO BROTHERS AND COMPANY

38.39K

Jun 30, 26

+821

0.02%

TD Waterhouse Canada Inc.

37.60K

Jun 30, 26

-25.17K

0.02%

Concurrent Investment Advisors, LLC

37.11K

Jun 30, 26

+37.11K

0.02%

Cerity Partners LLC

36.27K

Jun 30, 26

-8.74K

0.02%

Granite Harbor Advisors, Inc.

35.48K

Jun 30, 26

-7.71K

0.02%

Balentine LLC

35.46K

Jun 30, 26

+391

0.02%

Kerntke Otto McGlone Wealth Management Group

35.17K

Jun 30, 26

+8.32K

0.02%

RIVER'S EDGE WEALTH MANAGEMENT, LLC

34.57K

Jun 30, 26

+495

0.02%

CVA Family Office, LLC

33.96K

Jun 30, 26

0.02%

Foundations Investment Advisors, LLC

33.92K

Jun 30, 26

+8.67K

0.02%

Walleye Partners, LLC

33.70K

Jun 30, 26

+372

0.02%

4J Wealth Management LLC

33.46K

Jun 30, 26

+2.62K

0.02%

Prosperity Planning, Inc.

33.27K

Jun 30, 26

0.02%

DecisionMap Wealth Management, LLC

33.04K

Jun 30, 26

+4.57K

0.02%

FOCUSED ALPHA, LLC

32.63K

Jun 30, 26

-236

0.02%

DUNCKER STREETT & CO INC

32.06K

Jun 30, 26

+353

0.02%

Element Wealth, LLC

31.96K

Jun 30, 26

-249

0.02%

Schuylkill Financial LLC

31.07K

Jun 30, 26

+31.07K

0.02%

MOSAIC FAMILY WEALTH PARTNERS, LLC

31.02K

Jun 30, 26

+5.07K

0.02%

HORAN Wealth, LLC

30.86K

Jun 30, 26

-1.84K

0.02%

MML INVESTORS SERVICES, LLC

30.30K

Jun 30, 26

+3.16K

0.02%

Autumn Glory Partners, LLC

29.98K

Jun 30, 26

+2.43K

0.02%

Brookstone Capital Management

29.90K

Jun 30, 26

-849

0.02%

StoneX Group Inc.

29.89K

Jun 30, 26

+10.87K

0.02%

Summit Wealth Partners, LLC

29.66K

Jun 30, 26

+54

0.02%

LITTLE HOUSE CAPITAL LLC

29.64K

Jun 30, 26

+737

0.02%

Walser Wealth Management Company, A Ltd Liability Co

29.63K

Jun 30, 26

+8.71K

0.02%

Accretive Wealth Partners, LLC

29.06K

Jun 30, 26

-255

0.02%

Lee Financial Co

28.90K

Jun 30, 26

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

28.25K

Jun 30, 26

+206

0.02%

Stokes Family Office, LLC

27.16K

Jun 30, 26

+4.70K

0.02%

DEARBORN PARTNERS LLC

27.08K

Jun 30, 26

+2.50K

0.02%

Straight Path Wealth Management

26.84K

Jun 30, 26

+5.75K

0.02%

BAKER BOYER NATIONAL BANK

26.71K

Jun 30, 26

-317

0.02%

Van Hulzen Asset Management, LLC

26.37K

Jun 30, 26

+2.53K

0.02%

Dorsey & Whitney Trust CO LLC

26.00K

Jun 30, 26

0.02%

FIDUCIARY FINANCIAL ADVISORS

25.77K

Jun 30, 26

+25.77K

0.02%

Curbstone Financial Management Corp

25.60K

Jun 30, 26

-100

0.02%

Stockman Wealth Management, Inc.

25.07K

Jun 30, 26

+1.03K

0.02%

ADG Wealth Management Group, LLC

25.00K

Jun 30, 26

-35

0.02%

TABLEAUX LLC

24.53K

Jun 30, 26

-3.05K

0.02%

Freestone Capital Holdings, LLC

24.52K

Jun 30, 26

-12.46K

0.02%

THOROUGHBRED FINANCIAL SERVICES, LLC

24.43K

Jun 30, 26

-2.17K

0.02%

BEACON FINANCIAL PLANNING, INC

24.29K

Jun 30, 26

+7.63K

0.02%

Redwood Financial Network Corp

24.07K

Jun 30, 26

-155

0.02%

MGO ONE SEVEN LLC

23.70K

Jun 30, 26

-2.03K

0.01%

Waverly Advisors, LLC

23.23K

Jun 30, 26

+12.13K

0.01%

ALTERNA WEALTH MANAGEMENT, INC

22.96K

Jun 30, 26

-17.37K

0.01%

FIRST INTERSTATE BANK

22.94K

Jun 30, 26

0.01%

Avidian Wealth Solutions, LLC

22.36K

Jun 30, 26

+1.42K

0.01%

Cornerstone Wealth Advisors, Inc.

22.25K

Jun 30, 26

+22.25K

0.01%

Atwater Malick LLC

21.92K

Jun 30, 26

+3.37K

0.01%

American Trust

21.55K

Jun 30, 26

0.01%

WJ Wealth Management, LLC

21.10K

Jun 30, 26

-5.10K

0.01%

Advisory Services Network, LLC

20.91K

Jun 30, 26

+3.10K

0.01%

Johnson Bixby & Associates, LLC

20.86K

Jun 30, 26

+110

0.01%

Provenance Wealth Advisors, LLC

20.32K

Jun 30, 26

0.01%

ROBINSON SMITH WEALTH ADVISORS LLC

20.05K

Jun 30, 26

+44

0.01%

Gilbert & Cook, Inc.

19.46K

Jun 30, 26

0.01%

Ellis Investment Partners, LLC

19.22K

Jun 30, 26

+322

0.01%

Mutual Advisors, LLC

19.13K

Jun 30, 26

+179

0.01%

Round Rock Advisors, LLC

18.30K

Jun 30, 26

0.01%

SCHMIDT P J INVESTMENT MANAGEMENT INC

18.13K

Jun 30, 26

0.01%

Ancora Advisors, LLC

18.00K

Jun 30, 26

0.01%

S.E.E.D. Planning Group LLC

17.96K

Jun 30, 26

+17.96K

0.01%

Indivisible Partners

17.70K

Jun 30, 26

+17.70K

0.01%

Robbins Farley

17.65K

Jun 30, 26

+41

0.01%

Alliance Wealth Advisors, LLC /UT

17.63K

Jun 30, 26

-4.52K

0.01%

PRINCIPAL SECURITIES, INC.

17.63K

Jun 30, 26

+623

0.01%

WIREGRASS INVESTMENT MANAGEMENT LLC

17.00K

Jun 30, 26

0.01%

Clearstead Trust, LLC

16.99K

Jun 30, 26

0.01%

Summit Trail Advisors, LLC

16.35K

Jun 30, 26

+3.55K

0.01%

SIMON QUICK ADVISORS, LLC

16.34K

Jun 30, 26

0.01%

Moors & Cabot, Inc.

16.26K

Jun 30, 26

+888

0.01%

Bradley & Co. Private Wealth Management, LLC

16.14K

Jun 30, 26

0.01%

FF Advisors,LLC

16.01K

Jun 30, 26

-66.58K

0.01%

Steward Partners Investment Advisory, LLC

15.94K

Jun 30, 26

0.01%

MIDLAND WEALTH ADVISORS LLC

15.84K

Jun 30, 26

+6.21K

0.01%

Hurley Capital, LLC

15.71K

Jun 30, 26

+112

0.01%

OPPENHEIMER & CO INC

15.52K

Jun 30, 26

-5.92K

0.01%

American Money Management, LLC

15.05K

Jun 30, 26

-58

0.01%

Ledyard National Bank

14.92K

Jun 30, 26

0.01%

Crusonia Wealth Advisors LLC

14.58K

Jun 30, 26

+923

0.01%

1900 WEALTH MANAGEMENT LLC

13.82K

Jun 30, 26

0.01%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

13.69K

Jun 30, 26

-390

0.01%

Fortune Financial Group, Inc.

13.58K

Jun 30, 26

+394

0.01%

Physician Wealth Advisors, Inc.

13.47K

Jun 30, 26

+4.69K

0.01%

Bank of New Hampshire

13.40K

Jun 30, 26

-450

0.01%

CIBC Bancorp USA Inc.

13.36K

Jun 30, 26

+13.36K

0.01%

Trust Point Inc.

13.27K

Jun 30, 26

+4.07K

0.01%

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

13.25K

Jun 30, 26

0.01%

Cypress Wealth Services, LLC

13.17K

Jun 30, 26

0.01%

XML Financial, LLC

13.17K

Jun 30, 26

-597

0.01%

Koesten, Hirschmann & Crabtree, INC.

13.14K

Jun 30, 26

+13.14K

0.01%

NAPLES GLOBAL ADVISORS, LLC

13.10K

Jun 30, 26

-400

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

13.08K

Jun 30, 26

-230.81K

0.01%

SageView Advisory Group, LLC

13.05K

Jun 30, 26

0.01%

Old Mission Investment Co LLC

12.97K

Jun 30, 26

+12.97K

0.01%

Koshinski Asset Management, Inc.

12.85K

Jun 30, 26

+981

0.01%

Farnam Financial LLC

12.53K

Jun 30, 26

+101

0.01%

Financial Advisory Corp

12.44K

Jun 30, 26

+353

0.01%

NWAM LLC

12.28K

Jun 30, 26

+100

0.01%

Kingsview Wealth Management, LLC

12.27K

Jun 30, 26

+12.27K

0.01%

Black Swift Group, LLC

12.22K

Jun 30, 26

+12.22K

0.01%

Ferguson Johnson Wealth Management Inc

12.21K

Jun 30, 26

0.01%

Next Level Wealth Planning, LLC

11.90K

Jun 30, 26

+2.18K

0.01%

ProVise Management Group, LLC

11.82K

Jun 30, 26

+11.82K

0.01%

Berkshire Money Management, Inc.

11.69K

Jun 30, 26

+11.69K

0.01%

Sarver Vrooman Wealth Advisors

11.65K

Jun 30, 26

0.01%

GAMMA Investing LLC

11.55K

Jun 30, 26

+6.92K

0.01%

Journey Advisory Group, LLC

11.50K

Jun 30, 26

0.01%

Sentinus, LLC

11.39K

Jun 30, 26

0.01%

FOSTER DYKEMA CABOT & PARTNERS, LLC

11.20K

Jun 30, 26

0.01%

McGuire Investment Group, LLC

11.16K

Jun 30, 26

+11.16K

0.01%

BRYN MAWR TRUST Co

11.10K

Jun 30, 26

0.01%

Spartan Wealth Advisory Services LLC

10.79K

Jun 30, 26

-10.52K

0.01%

SEEDS INVESTOR LLC

10.50K

Jun 30, 26

+823

0.01%

Keystone Wealth Services, LLC

10.40K

Jun 30, 26

-317

0.01%

DUDLEY CAPITAL MANAGEMENT, LLC

10.30K

Jun 30, 26

0.01%

Carson Advisory Inc.

10.27K

Jun 30, 26

0.01%

Highland Financial Advisors, LLC

10.16K

Jun 30, 26

0.01%

Ashton Thomas Private Wealth, LLC

10.15K

Jun 30, 26

+775

0.01%

Pine Haven Investment Counsel, Inc

10.05K

Jun 30, 26

+700

0.01%

Spire Wealth Management

9.59K

Jun 30, 26

+336

0.01%

Betterment LLC

9.54K

Jun 30, 26

+9.54K

0.01%

Gradient Capital Advisors, LLC

9.53K

Jun 30, 26

0.01%

Robertson Stephens Wealth Management, LLC

9.52K

Jun 30, 26

0.01%

Wealth Advisory Solutions, LLC

9.35K

Jun 30, 26

+9.35K

0.01%

Vise Technologies, Inc.

9.20K

Jun 30, 26

+9.20K

0.01%

Scott Capital Advisors, LLC

9.12K

Jun 30, 26

+9.12K

0.01%

Community Financial Services Group, LLC

9.11K

Jun 30, 26

+9.11K

0.01%

Aprio Wealth Management, LLC

9.08K

Jun 30, 26

-19.07K

0.01%

Newman Dignan & Sheerar, Inc.

9.08K

Jun 30, 26

-178

0.01%

New England Private Wealth Advisors LLC

9.04K

Jun 30, 26

+132

0.01%

SHUFRO ROSE & CO LLC

9.00K

Jun 30, 26

+9.00K

0.01%

Csenge Advisory Group

8.97K

Jun 30, 26

0.01%

Arnold Financial Planning LLC

8.91K

Jun 30, 26

0.01%

KPP Advisory Services LLC

8.87K

Jun 30, 26

+900

0.01%

HARBOUR INVESTMENTS, INC.

8.78K

Jun 30, 26

-1.55K

0.01%

Mayflower Financial Advisors, LLC

8.78K

Jun 30, 26

0.01%

Advisor OS, LLC

8.65K

Jun 30, 26

+8.65K

0.01%

Wealthspire Advisors, LLC

8.64K

Jun 30, 26

0.01%

ANCHOR CAPITAL ADVISORS LLC

8.60K

Jun 30, 26

0.01%

WHITENER CAPITAL MANAGEMENT, INC.

8.60K

Jun 30, 26

-2.20K

0.01%

Yoder Wealth Management, Inc.

8.38K

Jun 30, 26

+8.38K

0.01%

COOPER/HAIMS ADVISORS, LLC

8.23K

Jun 30, 26

0.01%

SCOTIA CAPITAL INC.

8.10K

Jun 30, 26

0.01%

ALESCO ADVISORS LLC

8.01K

Jun 30, 26

0.01%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

8.00K

Jun 30, 26

0.01%

CHOREO, LLC

8.00K

Jun 30, 26

-210

0.01%

Bogart Wealth, LLC

7.98K

Jun 30, 26

0.01%

AE Wealth Management LLC

7.88K

Jun 30, 26

+4.46K

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

7.52K

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

6.17K

Jun 30, 26

-10

0.00%

FMR LLC

6.00K

Jun 30, 26

-1.61K

0.00%

Align Financial, LLC

4.79K

Jun 30, 26

0.00%

Anchor Bay Capital, Inc.

4.14K

Jun 30, 26

+4.14K

0.00%

PITTENGER & ANDERSON INC

4.14K

Jun 30, 26

+1.99K

0.00%

CNB Bank

3.97K

Jun 30, 26

+152

0.00%

HHM Wealth Advisors, LLC

3.60K

Jun 30, 26

0.00%

NBH Bank

3.37K

Jun 30, 26

+3.37K

0.00%

Truvestments Capital LLC

3.20K

Jun 30, 26

-1.88K

0.00%

BALLAST ADVISORS LLC

2.97K

Jun 30, 26

+1.77K

0.00%

Addison Advisors LLC

2.90K

Jun 30, 26

-1.76K

0.00%

Hyposwiss Advisors SA

2.74K

Jun 30, 26

-755

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.69K

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

2.69K

Jun 30, 26

+1.94K

0.00%

Trust Co

2.67K

Jun 30, 26

0.00%

Asset Dedication, LLC

2.66K

Jun 30, 26

0.00%

Coastline Trust Co

2.56K

Jun 30, 26

0.00%

Front Row Advisors LLC

2.35K

Jun 30, 26

+750

0.00%

United Community Bank

2.20K

Jun 30, 26

-95

0.00%

BURKETT FINANCIAL SERVICES, LLC

2.04K

Jun 30, 26

+23

0.00%

Pinnacle Bancorp, Inc.

2.00K

Jun 30, 26

0.00%

Miller Global Investments, LLC

2.00K

Jun 30, 26

-800

0.00%

Aptus Capital Advisors, LLC

1.91K

Jun 30, 26

+1.32K

0.00%

Legacy Bridge, LLC

1.90K

Jun 30, 26

0.00%

GHP Investment Advisors, Inc.

1.61K

Jun 30, 26

0.00%

Y.D. More Investments Ltd

1.51K

Jun 30, 26

+1.01K

0.00%

EASTERN BANK

1.32K

Jun 30, 26

+30

0.00%

JDM Financial Group LLC

1.30K

Jun 30, 26

+1.30K

0.00%

JFS WEALTH ADVISORS, LLC

1.17K

Jun 30, 26

+1.17K

0.00%

Fairway Wealth LLC

1.10K

Jun 30, 26

+1.10K

0.00%

Three Bearings Fiduciary Advisors, Inc.

974

Jun 30, 26

0.00%

MARYLAND CAPITAL ADVISORS INC.

865

Jun 30, 26

+865

0.00%

AdvisorNet Financial, Inc

804

Jun 30, 26

0.00%

Colonial Trust Co / SC

800

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

685

Jun 30, 26

0.00%

Venturi Wealth Management, LLC

658

Jun 30, 26

0.00%

Biltmore Family Office, LLC

650

Jun 30, 26

0.00%

AlphaCore Capital LLC

610

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

600

Jun 30, 26

-2.69K

0.00%

MCGUIRE CAPITAL ADVISORS INC

560

Jun 30, 26

+535

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

500

Jun 30, 26

0.00%

First PREMIER Bank

302

Jun 30, 26

0.00%

LOGAN CAPITAL MANAGEMENT INC

269

Jun 30, 26

+269

0.00%

HOEY INVESTMENTS, INC

135

Jun 30, 26

+135

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

131

Jun 30, 26

+131

0.00%

Tower Research Capital LLC (TRC)

121

Jun 30, 26

+121

0.00%

CITADEL ADVISORS LLC

Jun 30, 26

-274.03K

DARA CAPITAL US, INC.

Jun 30, 26

-35.48K

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-2.40K

Prime Capital Investment Advisors, LLC

Jun 30, 26

-17.01K

Golden State Equity Partners

Jun 30, 26

-4.90K

Evergreen Wealth Partners LLC

Jun 30, 26

-9.99K

Maia Wealth LLC

Jun 30, 26

-9.80K

THREADGILL FINANCIAL, LLC

Jun 30, 26

-867.92K

Cassaday & Co Wealth Management LLC

Jun 30, 26

-1.46K

Intentional Wealth Strategies, LLC

Jun 30, 26

-5.60K

Napier Financial, LLC

Jun 30, 26

-2.73K

CX Institutional

Jun 30, 26

-790

Maridea Wealth Management LLC

Jun 30, 26

-8.80K

HAZLETT, BURT & WATSON, INC.

Jun 30, 26

-704

BESSEMER GROUP INC

Jun 30, 26

-9.28K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-192.15K

OAK HARBOR WEALTH PARTNERS, LLC

Jun 30, 26

-5.94K

Arkadios Wealth Advisors

Jun 30, 26

-10.15K

Independent Advisor Alliance

Jun 30, 26

-64.01K

Signature Resources Capital Management, LLC

Jun 30, 26

-168

STAR Financial Bank

Jun 30, 26

-15.33K

Western Wealth Management, LLC

Jun 30, 26

-2.89K

Knights of Columbus Asset Advisors LLC

Jun 30, 26

-2.88K

CWM, LLC

266.91K

Mar 31, 26

+19.64K

0.17%

Cherry Tree Wealth Management, LLC

233.39K

Mar 31, 26

+784

0.15%

Signature Wealth Management Group

219.64K

Mar 31, 26

-422

0.14%

Leo Wealth, LLC

195.55K

Mar 31, 26

+2.11K

0.12%

MOSELEY INVESTMENT MANAGEMENT INC

12.60K

Mar 31, 26

+591

0.01%

McIlrath & Eck, LLC

6.51K

Mar 31, 26

+47

0.00%

Bank of Jackson Hole Trust

3.37K

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

850

Mar 31, 26

0.00%

Evanson Asset Management, LLC

Mar 31, 26

-10.73K

Austin Private Wealth, LLC

44.26K

Dec 31, 25

+2.08K

0.03%

COMERICA BANK

30.09K

Dec 31, 25

+2.47K

0.02%

CIBC Private Wealth Group, LLC

4.65K

Dec 31, 25

+4.22K

0.00%

Stephens Consulting, LLC

1.31K

Dec 31, 25

0.00%

Vishria Bird Financial Group, LLC

2.60M

Sep 30, 25

+2.60M

1.64%

Masso Torrence Wealth Management Inc.

32.00K

Sep 30, 25

0.02%

FULLCIRCLE WEALTH LLC

14.27K

Sep 30, 25

-16

0.01%

Hemington Wealth Management

1.33K

Sep 30, 25

0.00%

Centricity Wealth Management, LLC

195.83K

Jun 30, 25

+8.71K

0.12%

Horan Securities, Inc.

37.73K

Jun 30, 25

0.02%

AVANTAX ADVISORY SERVICES, INC.

11.00K

Jun 30, 25

+1.39K

0.01%

First Horizon Advisors, Inc.

8.04K

Jun 30, 25

0.01%

Sandy Spring Bank

237.77K

Mar 31, 25

+11.09K

0.15%

Sabal Trust CO

169.70K

Mar 31, 25

+19.78K

0.11%

Safeguard Financial, LLC

132.56K

Mar 31, 25

+35.75K

0.08%

Buffington Mohr McNeal

47.00K

Mar 31, 25

+33.05K

0.03%

Spectrum Wealth Counsel, LLC

20.70K

Mar 31, 25

-2.10K

0.01%

CAROLINAS WEALTH CONSULTING LLC

Mar 31, 25

-121

Executive Wealth Management, LLC

152.04K

Dec 31, 24

+39.55K

0.10%

Kades & Cheifetz LLC

17.37K

Dec 31, 24

+17.37K

0.01%

Private Portfolio Partners LLC

13.30K

Dec 31, 24

0.01%

Raymond James Financial Services Advisors, Inc.

1.21M

Sep 30, 24

+77.80K

0.76%

Gateway Advisory, LLC

861.34K

Sep 30, 24

+31.20K

0.54%

MONUMENTAL FINANCIAL GROUP INC.

549.43K

Sep 30, 24

+172.89K

0.35%

RAYMOND JAMES & ASSOCIATES

396.46K

Sep 30, 24

+55.53K

0.25%

Platte River Wealth Advisors, LLC

172.58K

Sep 30, 24

-31.75K

0.11%

FinTrust Capital Advisors, LLC

26.10K

Sep 30, 24

-117

0.02%

BENJAMIN F. EDWARDS & COMPANY, INC.

326.95K

Jun 30, 24

+19.10K

0.21%

BlackRock Inc.

140

Jun 30, 24

-1.14K

0.00%

Cetera Advisors LLC

74.74K

Mar 31, 24

+57.16K

0.05%

Cetera Advisor Networks LLC

19.61K

Mar 31, 24

+10.12K

0.01%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

10.29K

Mar 31, 24

0.01%

Bartlett & Co. LLC

600

Dec 31, 23

0.00%

Sutton Wealth Advisors Inc.

1.43K

Sep 30, 23

+1.43K

0.00%

Kistler-Tiffany Companies, LLC

25.05K

Jun 30, 23

-4.00K

0.02%

LEO BROKERAGE, LLC

18.77K

Jun 30, 23

+18.77K

0.01%

First National Bank of South Miami

Jun 30, 23

-650

Cribstone Capital Management, LLC

138.79K

Dec 31, 22

+127.91K

0.09%

Sargent Bickham Lagudis LLC

5.00K

Dec 31, 22

+4.28K

0.00%

American Portfolios Advisors

54.56K

Sep 30, 22

+53.04K

0.03%

Farmer Steven Patrick

503.10K

Jun 30, 22

+503.10K

0.32%

Advisor Group, Inc.

3.88K

Dec 31, 19

+1.68K

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

2.60K

Dec 31, 19

+200

0.00%

BOSTON ADVISORS LLC

20.17K

Sep 30, 19

+860

0.01%