iShares Core 1-5 Year USD Bond ETF(ISTB)

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iShares Core 1-5 Year USD Bond ETF(ISTB)

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$48.25—

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ISTB(ISTB)

ISTB

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 517 Institutional Holders

Holder	Shares	Date	Change	% Held
Acorns Advisers, LLC	11.82M	Mar 31, 26	+266.81K	12.07%
BlackRock, Inc.	5.73M	Mar 31, 26	+198.24K	5.85%
STATE OF WISCONSIN INVESTMENT BOARD	5.42M	Mar 31, 26	+102.40K	5.53%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.57M	Mar 31, 26	+223.72K	2.62%
RAYMOND JAMES FINANCIAL INC	2.29M	Mar 31, 26	+66.27K	2.34%
JONES FINANCIAL COMPANIES LLLP	1.76M	Mar 31, 26	+331.96K	1.80%
SPINNAKER TRUST	1.38M	Mar 31, 26	-4.04K	1.41%
Seven Springs Wealth Group, LLC	1.36M	Mar 31, 26	+1.36M	1.38%
Mariner, LLC	1.32M	Mar 31, 26	+36.27K	1.35%
Townsend & Associates, Inc	1.21M	Mar 31, 26	+38.85K	1.23%
CAHABA WEALTH MANAGEMENT, INC.	1.13M	Mar 31, 26	+64.24K	1.15%
Trust Point Inc.	1.09M	Mar 31, 26	-696.35K	1.12%
Prosperity Planning, Inc.	1.02M	Mar 31, 26	+52.20K	1.04%
JPMORGAN CHASE & CO	986.85K	Mar 31, 26	-84.30K	1.01%
Apella Capital, LLC	948.51K	Mar 31, 26	+134.09K	0.97%
UBS Group AG	941.36K	Mar 31, 26	-3.69K	0.96%
MORGAN STANLEY	932.56K	Mar 31, 26	+73.42K	0.95%
BANK OF AMERICA CORP /DE/	920.69K	Mar 31, 26	-76.91K	0.94%
LPL Financial LLC	886.12K	Mar 31, 26	+19.92K	0.90%
MBL Wealth, LLC	834.72K	Mar 31, 26	+60.26K	0.85%
BARTLETT & CO. WEALTH MANAGEMENT LLC	741.30K	Mar 31, 26	+185.13K	0.76%
AMERIPRISE FINANCIAL INC	729.04K	Mar 31, 26	+23.03K	0.74%
WELLS FARGO & COMPANY/MN	684.94K	Mar 31, 26	+14.80K	0.70%
FPC INVESTMENT ADVISORY, INC.	653.48K	Mar 31, 26	+48.21K	0.67%
Destination Wealth Management	632.67K	Mar 31, 26	+19.89K	0.65%
Geneos Wealth Management Inc.	581.18K	Mar 31, 26	+36.34K	0.59%
Courage Miller Partners, LLC	569.88K	Mar 31, 26	+17.83K	0.58%
Johnson Financial Group, Inc.	559.02K	Mar 31, 26	+42.75K	0.57%
ENVESTNET ASSET MANAGEMENT INC	557.46K	Mar 31, 26	+43.86K	0.57%
CIM, LLC	551.77K	Mar 31, 26	+522	0.56%
PITTENGER & ANDERSON INC	541.67K	Mar 31, 26	-26.12K	0.55%
ROYAL BANK OF CANADA	524.96K	Mar 31, 26	-6.20K	0.54%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	478.05K	Mar 31, 26	+31.45K	0.49%
Beacon Pointe Advisors, LLC	449.53K	Mar 31, 26	+15.46K	0.46%
Bank of New York Mellon Corp	439.89K	Mar 31, 26	+53.93K	0.45%
Opal Wealth Advisors, LLC	416.10K	Mar 31, 26	+12.00K	0.42%
CITADEL ADVISORS LLC	413.26K	Mar 31, 26	+374.32K	0.42%
GOLDMAN SACHS GROUP INC	390.44K	Mar 31, 26	-160.41K	0.40%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	371.38K	Mar 31, 26	+371.38K	0.38%
IRON Financial LLC	330.57K	Mar 31, 26	-4.85K	0.34%
WEALTH MANAGEMENT RESOURCES, INC.	330.04K	Mar 31, 26	+1.16K	0.34%
Omega Financial Group, LLC	325.62K	Mar 31, 26	+22.70K	0.33%
Alexander Randolph Advisory, Inc.	314.85K	Mar 31, 26	+19.34K	0.32%
Koss-Olinger Consulting, LLC	307.00K	Mar 31, 26	-261.97K	0.31%
Buttonwood Financial Advisors Inc.	298.19K	Mar 31, 26	+16.86K	0.30%
Brinker Capital Investments, LLC	278.42K	Mar 31, 26	+10.87K	0.28%
Boyd Wealth Management, LLC	277.86K	Mar 31, 26	+7.13K	0.28%
CLUNE & ASSOCIATES, LTD.	274.12K	Mar 31, 26	+72.73K	0.28%
EP Wealth Advisors, LLC	266.48K	Mar 31, 26	+266.48K	0.27%
FIDUCIARY ADVISORS, INC.	253.48K	Mar 31, 26	+25.85K	0.26%
Abundance Wealth Counselors	246.33K	Mar 31, 26	+10.97K	0.25%
Wescott Financial Advisory Group, LLC	245.30K	Mar 31, 26	+27.49K	0.25%
Lakeridge Wealth Management LLC	245.22K	Mar 31, 26	+34.70K	0.25%
Fonville Wealth Management LLC	220.15K	Mar 31, 26	+14.99K	0.22%
Strategic Financial Partners, Ltd.	214.32K	Mar 31, 26	+50.24K	0.22%
Crestwood Advisors Group LLC	201.06K	Mar 31, 26	+23.92K	0.21%
BECKER CAPITAL MANAGEMENT INC	200.82K	Mar 31, 26	+200.82K	0.21%
KEYBANK NATIONAL ASSOCIATION/OH	195.52K	Mar 31, 26	+32.21K	0.20%
MORRIS FINANCIAL CONCEPTS, INC.	188.92K	Mar 31, 26	+7.48K	0.19%
ADVISOR GROUP HOLDINGS, INC.	188.02K	Mar 31, 26	+15.61K	0.19%
Cetera Investment Advisers	181.76K	Mar 31, 26	+3.11K	0.19%
Cambridge Investment Research Advisors, Inc.	181.54K	Mar 31, 26	+43.15K	0.19%
MML INVESTORS SERVICES, LLC	165.67K	Mar 31, 26	-22.34K	0.17%
Hoxton Planning & Management, LLC	161.93K	Mar 31, 26	-16.41K	0.17%
KFA Private Wealth Group, LLC	160.46K	Mar 31, 26	+1.08K	0.16%
JANE STREET GROUP, LLC	156.94K	Mar 31, 26	+139.25K	0.16%
Independence Financial Advisors, LLC	156.22K	Mar 31, 26	+2.20K	0.16%
Creative Planning	147.65K	Mar 31, 26	-11.28K	0.15%
JGP Wealth Management, LLC	147.18K	Mar 31, 26	+4.27K	0.15%
CGN Advisors LLC	142.04K	Mar 31, 26	-40.56K	0.15%
STERLING INVESTMENT ADVISORS LLC /ADV	141.58K	Mar 31, 26	+2.94K	0.14%
Values First Advisors, Inc.	140.27K	Mar 31, 26	+3.14K	0.14%
COMMONWEALTH EQUITY SERVICES, LLC	137.65K	Mar 31, 26	-5.99K	0.14%
PRINCIPAL SECURITIES, INC.	134.98K	Mar 31, 26	+7.56K	0.14%
COREPATH WEALTH PARTNERS LLC	134.59K	Mar 31, 26	+722	0.14%
NATIXIS ADVISORS, L.P.	134.03K	Mar 31, 26	+10.76K	0.14%
Baker Ellis Asset Management LLC	133.16K	Mar 31, 26	-3.87K	0.14%
Providence First Trust Co	130.59K	Mar 31, 26	--	0.13%
PHILLIPS FINANCIAL MANAGEMENT, LLC	126.65K	Mar 31, 26	-44.70K	0.13%
Equitable Holdings, Inc.	123.87K	Mar 31, 26	+13.23K	0.13%
Wealthspire Advisors, LLC	123.55K	Mar 31, 26	+96.54K	0.13%
Brio Consultants, LLC	123.22K	Mar 31, 26	-904	0.13%
Kestra Advisory Services, LLC	118.30K	Mar 31, 26	+11.28K	0.12%
Cranbrook Wealth Management, LLC	116.12K	Mar 31, 26	-30.98K	0.12%
SEEDS INVESTOR LLC	113.73K	Mar 31, 26	+21.79K	0.12%
Steward Partners Investment Advisory, LLC	112.76K	Mar 31, 26	-1.79K	0.12%
1832 Asset Management L.P.	105.55K	Mar 31, 26	+7.29K	0.11%
HighTower Advisors, LLC	105.20K	Mar 31, 26	-11.14K	0.11%
Cannon Financial Strategists, Inc.	102.11K	Mar 31, 26	+18.31K	0.10%
C M BIDWELL & ASSOCIATES LTD	100.64K	Mar 31, 26	+955	0.10%
McClarren Financial Advisors, Inc.	95.83K	Mar 31, 26	+89.61K	0.10%
PLANNING DIRECTIONS INC	95.63K	Mar 31, 26	+95.63K	0.10%
Lutz Financial Services LLC	94.91K	Mar 31, 26	+833	0.10%
BLUESTEM FINANCIAL ADVISORS, LLC	94.19K	Mar 31, 26	-12.28K	0.10%
WASHINGTON TRUST BANK	85.99K	Mar 31, 26	+28.23K	0.09%
Investment Advisory Group, LLC	83.50K	Mar 31, 26	+11.12K	0.09%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	82.80K	Mar 31, 26	+30.30K	0.08%
PEOPLES BANK /OH	75.47K	Mar 31, 26	+895	0.08%
Allworth Financial LP	75.11K	Mar 31, 26	+4.07K	0.08%
MATHER GROUP, LLC.	74.88K	Mar 31, 26	-1.66K	0.08%
Summit Wealth Partners, LLC	74.52K	Mar 31, 26	-1.23K	0.08%
Turn8 Private Wealth Inc.	74.10K	Mar 31, 26	+19.32K	0.08%
ARKANSAS FINANCIAL GROUP, INC.	72.39K	Mar 31, 26	-6.67K	0.07%
COLDSTREAM CAPITAL MANAGEMENT INC	72.38K	Mar 31, 26	+7.93K	0.07%
BANK OF MONTREAL /CAN/	71.62K	Mar 31, 26	-21.73K	0.07%
BCM ADVISORS, LLC	70.64K	Mar 31, 26	+2.76K	0.07%
SHEETS SMITH WEALTH MANAGEMENT	70.16K	Mar 31, 26	+29.85K	0.07%
Valmark Advisers, Inc.	68.83K	Mar 31, 26	+7.56K	0.07%
PLANWISER FINANCIAL, LLC	68.71K	Mar 31, 26	+68.71K	0.07%
Fiduciary Group LLC	66.00K	Mar 31, 26	-9.00K	0.07%
NewEdge Advisors, LLC	65.87K	Mar 31, 26	+20.48K	0.07%
CITY HOLDING CO	62.69K	Mar 31, 26	+5.46K	0.06%
Samalin Investment Counsel, LLC	59.65K	Mar 31, 26	-2.98K	0.06%
eCIO, Inc.	59.19K	Mar 31, 26	+3.85K	0.06%
Resources Investment Advisors, LLC.	58.99K	Mar 31, 26	-7.33K	0.06%
Lineweaver Wealth Advisors, LLC	58.46K	Mar 31, 26	+7.00K	0.06%
MKT Advisors LLC	54.91K	Mar 31, 26	+9.56K	0.06%
PNC FINANCIAL SERVICES GROUP, INC.	54.35K	Mar 31, 26	+2.13K	0.06%
BCGM Wealth Management, LLC	53.83K	Mar 31, 26	+3.25K	0.05%
Richard W. Paul & Associates, LLC	52.20K	Mar 31, 26	+5.67K	0.05%
Wealth Dimensions Group, Ltd.	51.21K	Mar 31, 26	+779	0.05%
Smithfield Trust Co	49.79K	Mar 31, 26	--	0.05%
Stone House Investment Management, LLC	48.74K	Mar 31, 26	+1.58K	0.05%
MERCER GLOBAL ADVISORS INC /ADV	47.97K	Mar 31, 26	+5.22K	0.05%
Argent Advisors, Inc.	47.53K	Mar 31, 26	-3.53K	0.05%
Greykasell Wealth Strategies, Inc.	46.88K	Mar 31, 26	-3.70K	0.05%
TD Capital Management LLC	45.24K	Mar 31, 26	-2.54K	0.05%
Park Place Capital Corp	42.01K	Mar 31, 26	-17	0.04%
PDS Planning, Inc	41.02K	Mar 31, 26	-269	0.04%
Eukles Asset Management	39.80K	Mar 31, 26	+6.47K	0.04%
Sound View Wealth Advisors Group, LLC	39.34K	Mar 31, 26	-3.01K	0.04%
Horizon Family Wealth, Inc.	38.69K	Mar 31, 26	-522	0.04%
Goldstone Financial Group, LLC	37.96K	Mar 31, 26	-445	0.04%
NATIONAL BANK OF CANADA /FI/	37.85K	Mar 31, 26	-92	0.04%
Colony Group, LLC	37.82K	Mar 31, 26	+193	0.04%
PICTON MAHONEY ASSET MANAGEMENT	36.95K	Mar 31, 26	+36.95K	0.04%
LEAVELL INVESTMENT MANAGEMENT, INC.	36.94K	Mar 31, 26	+22.74K	0.04%
Betterment LLC	36.32K	Mar 31, 26	-3.58K	0.04%
Farther Finance Advisors, LLC	35.95K	Mar 31, 26	-1.27K	0.04%
Merit Financial Group, LLC	35.93K	Mar 31, 26	-14.84K	0.04%
Rockbridge Investment Management, LCC	35.38K	Mar 31, 26	+304	0.04%
VestGen Advisors, LLC	33.92K	Mar 31, 26	+33.92K	0.03%
J.W. COLE ADVISORS, INC.	33.90K	Mar 31, 26	-2.19K	0.03%
Joseph Group Capital Management	33.05K	Mar 31, 26	+4.46K	0.03%
XY Planning Network, Inc.	32.16K	Mar 31, 26	+6.20K	0.03%
SOUTH PLAINS FINANCIAL, INC.	31.53K	Mar 31, 26	--	0.03%
FC Advisory LLC	30.45K	Mar 31, 26	+100	0.03%
Per Stirling Capital Management, LLC.	29.90K	Mar 31, 26	+1.00K	0.03%
Baird Financial Group, Inc.	28.94K	Mar 31, 26	+918	0.03%
Bellwether Advisors, LLC	28.81K	Mar 31, 26	-181	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	28.78K	Mar 31, 26	+1.16K	0.03%
Wealthfront Advisers LLC	27.53K	Mar 31, 26	+8.33K	0.03%
VICUS CAPITAL	27.24K	Mar 31, 26	+3.16K	0.03%
Advisory Services Network, LLC	26.75K	Mar 31, 26	+4.28K	0.03%
Darden Wealth Group Inc	26.35K	Mar 31, 26	-366	0.03%
RIK SAYLOR FINANCIAL, INC.	26.24K	Mar 31, 26	-92	0.03%
Charter Oak Capital Management, LLC	25.80K	Mar 31, 26	-5.07K	0.03%
LUTS & GREENLEIGH GROUP, INC	25.66K	Mar 31, 26	-33	0.03%
Commonwealth Financial Services, LLC	24.63K	Mar 31, 26	-174	0.03%
Main Street Research LLC	24.06K	Mar 31, 26	+1.29K	0.02%
Private Advisor Group, LLC	23.66K	Mar 31, 26	+797	0.02%
Quad-Cities Investment Group, LLC	23.37K	Mar 31, 26	+1.09K	0.02%
Keystone Financial Group, Inc.	23.15K	Mar 31, 26	+952	0.02%
HHM Wealth Advisors, LLC	22.33K	Mar 31, 26	-762	0.02%
STIFEL FINANCIAL CORP	22.25K	Mar 31, 26	+718	0.02%
Essex Financial Services, Inc.	21.93K	Mar 31, 26	+579	0.02%
LJI Wealth Management, LLC	21.77K	Mar 31, 26	-786	0.02%
Baker Avenue Asset Management, LP	21.13K	Mar 31, 26	-6.01K	0.02%
Center for Financial Planning, Inc.	20.84K	Mar 31, 26	--	0.02%
MAI Capital Management	20.62K	Mar 31, 26	+2.00K	0.02%
OPPENHEIMER & CO INC	20.41K	Mar 31, 26	-41.78K	0.02%
HILL ISLAND FINANCIAL LLC	19.98K	Mar 31, 26	+16	0.02%
TD Waterhouse Canada Inc.	19.76K	Mar 31, 26	+743	0.02%
Miracle Mile Advisors, LLC	19.39K	Mar 31, 26	-2.53K	0.02%
Integrated Wealth Concepts LLC	19.37K	Mar 31, 26	+19.37K	0.02%
Columbus Macro, LLC	19.34K	Mar 31, 26	-10.13K	0.02%
Janney Montgomery Scott LLC	18.72K	Mar 31, 26	-822	0.02%
Pine Haven Investment Counsel, Inc	18.60K	Mar 31, 26	+1.45K	0.02%
Rooted Wealth Advisors, Inc.	18.02K	Mar 31, 26	-26.57K	0.02%
HARBOUR INVESTMENTS, INC.	17.91K	Mar 31, 26	+188	0.02%
ABLE Financial Group, LLC	17.91K	Mar 31, 26	-40	0.02%
Ironwood Investment Counsel, LLC	17.66K	Mar 31, 26	-666	0.02%
First PREMIER Bank	16.97K	Mar 31, 26	-1.68K	0.02%
US BANCORP \DE\	16.93K	Mar 31, 26	+3.27K	0.02%
HEADINVEST, LLC	16.81K	Mar 31, 26	--	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	16.55K	Mar 31, 26	+831	0.02%
Rather & Kittrell, Inc.	16.49K	Mar 31, 26	+139	0.02%
Berger Financial Group, Inc	16.29K	Mar 31, 26	-45	0.02%
Aptus Capital Advisors, LLC	16.13K	Mar 31, 26	-533	0.02%
Mutual Advisors, LLC	16.12K	Mar 31, 26	+90	0.02%
PFG Advisors	16.12K	Mar 31, 26	-674	0.02%
PARK AVENUE SECURITIES LLC	15.72K	Mar 31, 26	+15.72K	0.02%
Eaton Financial Holdings Company, LLC	15.69K	Mar 31, 26	+51	0.02%
Western Wealth Management, LLC	15.56K	Mar 31, 26	+4	0.02%
THRIVENT FINANCIAL FOR LUTHERANS	15.53K	Mar 31, 26	-1.02K	0.02%
McKinley Carter Wealth Services, Inc.	15.24K	Mar 31, 26	-3.74K	0.02%
Sunburst Financial Group, LLC	15.03K	Mar 31, 26	-533	0.02%
Avidian Wealth Solutions, LLC	14.73K	Mar 31, 26	+426	0.02%
Opus Capital Group, LLC	14.65K	Mar 31, 26	+793	0.01%
DORVAL Corp	14.44K	Mar 31, 26	-300.02K	0.01%
Weaver Consulting Group	14.31K	Mar 31, 26	+961	0.01%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	14.03K	Mar 31, 26	--	0.01%
Evensky & Katz LLC	13.25K	Mar 31, 26	+9	0.01%
CAPTRUST FINANCIAL ADVISORS	12.97K	Mar 31, 26	-31	0.01%
Mine & Arao Wealth Creation & Management, LLC.	12.64K	Mar 31, 26	+34	0.01%
Arete Wealth Advisors, LLC	12.11K	Mar 31, 26	-8.08K	0.01%
Beacon Financial Advisory LLC	11.89K	Mar 31, 26	-1.07K	0.01%
Ashton Thomas Private Wealth, LLC	11.69K	Mar 31, 26	+661	0.01%
CWM, LLC	11.46K	Mar 31, 26	-173	0.01%
AlphaCore Capital LLC	11.28K	Mar 31, 26	-822	0.01%
BLAIR WILLIAM & CO/IL	10.96K	Mar 31, 26	-366	0.01%
Chicago Partners Investment Group LLC	10.84K	Mar 31, 26	+448	0.01%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	10.71K	Mar 31, 26	+10.71K	0.01%
Diversified Portfolios, Inc.	10.48K	Mar 31, 26	-2.51K	0.01%
Global Financial Private Client, LLC	10.42K	Mar 31, 26	--	0.01%
TRUIST FINANCIAL CORP	10.27K	Mar 31, 26	-1.31K	0.01%
CALTON & ASSOCIATES, INC.	10.26K	Mar 31, 26	+866	0.01%
Aviance Capital Partners, LLC	10.23K	Mar 31, 26	+874	0.01%
ACCREDITED INVESTOR SERVICES, LLC	9.88K	Mar 31, 26	--	0.01%
OAK HARBOR WEALTH PARTNERS, LLC	9.77K	Mar 31, 26	+1.46K	0.01%
OneAscent Financial Services LLC	9.67K	Mar 31, 26	+9.67K	0.01%
CI Private Wealth, LLC	9.62K	Mar 31, 26	+9.62K	0.01%
TOCQUEVILLE ASSET MANAGEMENT L.P.	9.40K	Mar 31, 26	--	0.01%
Rede Wealth, LLC	9.28K	Mar 31, 26	+3.29K	0.01%
HB Wealth Management, LLC	9.25K	Mar 31, 26	+133	0.01%
SRS Capital Advisors, Inc.	9.05K	Mar 31, 26	-415	0.01%
OSTERWEIS CAPITAL MANAGEMENT INC	9.00K	Mar 31, 26	--	0.01%
Legacy Capital Wealth Partners, LLC	8.87K	Mar 31, 26	--	0.01%
SigFig Wealth Management, LLC	8.78K	Mar 31, 26	+1.21K	0.01%
TWO SIGMA SECURITIES, LLC	8.69K	Mar 31, 26	+8.69K	0.01%
FIFTH THIRD BANCORP	8.60K	Mar 31, 26	+8.60K	0.01%
MATTERN CAPITAL MANAGEMENT, LLC	7.86K	Mar 31, 26	-9.20K	0.01%
CHOREO, LLC	7.85K	Mar 31, 26	-82	0.01%
SC&H Financial Advisors, Inc.	7.41K	Mar 31, 26	+27	0.01%
Pensionmark Financial Group, LLC	7.40K	Mar 31, 26	-764	0.01%
Sigma Planning Corp	7.21K	Mar 31, 26	+426	0.01%
Garde Capital, Inc.	7.19K	Mar 31, 26	--	0.01%
LEVEL FOUR ADVISORY SERVICES, LLC	7.18K	Mar 31, 26	+1	0.01%
Prospera Financial Services Inc	7.17K	Mar 31, 26	-147	0.01%
Summit Financial, LLC	7.14K	Mar 31, 26	-148	0.01%
Kelman-Lazarov, Inc.	7.07K	Mar 31, 26	+49	0.01%
Optas, LLC	6.76K	Mar 31, 26	+6.76K	0.01%
Hudson Capital Management LLC	6.69K	Mar 31, 26	+2.30K	0.01%
Level Wealth Management LLC	6.57K	Mar 31, 26	--	0.01%
Colonial Trust Advisors	6.55K	Mar 31, 26	+158	0.01%
HARMONY ASSET MANAGEMENT LLC	6.55K	Mar 31, 26	+6.55K	0.01%
TrueWealth Financial Partners	6.52K	Mar 31, 26	+6.52K	0.01%
SFMG, LLC	6.41K	Mar 31, 26	+687	0.01%
Guidance Point Advisors, LLC	6.36K	Mar 31, 26	+429	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	6.32K	Mar 31, 26	+2	0.01%
Rehmann Capital Advisory Group	6.22K	Mar 31, 26	+28	0.01%
ELEVATE WEALTH ADVISORY, INC	6.17K	Mar 31, 26	+65	0.01%
SeaBridge Investment Advisors LLC	6.15K	Mar 31, 26	--	0.01%
Christensen, King & Associates Investment Services, Inc.	6.07K	Mar 31, 26	-176	0.01%
Ronald Blue Trust, Inc.	5.91K	Mar 31, 26	-341	0.01%
FMR LLC	5.71K	Mar 31, 26	+2.91K	0.01%
Schwab Charitable Fund	5.71K	Mar 31, 26	+1.02K	0.01%
Rockefeller Capital Management L.P.	5.69K	Mar 31, 26	-1.54K	0.01%
Kingsview Wealth Management, LLC	5.67K	Mar 31, 26	+423	0.01%
STEPHEN J. GARRY & ASSOCIATES, LLC	5.64K	Mar 31, 26	--	0.01%
GUERRA PAN ADVISORS, LLC	5.58K	Mar 31, 26	+5.58K	0.01%
MidAtlantic Capital Management, Inc.	5.57K	Mar 31, 26	+2.07K	0.01%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	5.54K	Mar 31, 26	--	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	5.48K	Mar 31, 26	+79	0.01%
Essex Savings Bank	5.47K	Mar 31, 26	--	0.01%
PFS Partners, LLC	5.43K	Mar 31, 26	--	0.01%
CIDEL ASSET MANAGEMENT INC	5.42K	Mar 31, 26	--	0.01%
LVZ, Inc.	5.33K	Mar 31, 26	-87	0.01%
MONEY CONCEPTS CAPITAL CORP	5.32K	Mar 31, 26	-676	0.01%
MAGNOLIA CAPITAL ADVISORS LLC	5.23K	Mar 31, 26	-5.68K	0.01%
Rice Partnership, LLC	5.21K	Mar 31, 26	+366	0.01%
SILVERLAKE WEALTH MANAGEMENT LLC	5.13K	Mar 31, 26	+93	0.01%
WEST PACES ADVISORS INC.	5.10K	Mar 31, 26	--	0.01%
Wealth Forward, LLC	5.04K	Mar 31, 26	--	0.01%
BCS Private Wealth Management, Inc.	5.00K	Mar 31, 26	--	0.01%
Life Planning Partners, Inc	4.98K	Mar 31, 26	+4.98K	0.01%
Infinity Wealth Counsel, LLC	4.96K	Mar 31, 26	--	0.01%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	4.87K	Mar 31, 26	+250	0.00%
CENTAURUS FINANCIAL, INC.	4.83K	Mar 31, 26	-105	0.00%
Prosperity Consulting Group, LLC	4.77K	Mar 31, 26	+4.77K	0.00%
Cornerstone Advisory, LLC	4.61K	Mar 31, 26	+4.61K	0.00%
Onyx Bridge Wealth Group LLC	4.59K	Mar 31, 26	-8.88K	0.00%
Prime Capital Investment Advisors, LLC	4.59K	Mar 31, 26	--	0.00%
Independent Advisor Alliance	4.58K	Mar 31, 26	+4.58K	0.00%
SPIRIT OF AMERICA MANAGEMENT CORP/NY	4.56K	Mar 31, 26	+34	0.00%
Beaumont Financial Advisors, LLC	4.55K	Mar 31, 26	+28	0.00%
Brookstone Capital Management	4.50K	Mar 31, 26	+4.50K	0.00%
Rossby Financial, LCC	4.44K	Mar 31, 26	+3.46K	0.00%
HOHIMER WEALTH MANAGEMENT, LLC	4.39K	Mar 31, 26	-989	0.00%
Zhang Financial LLC	4.32K	Mar 31, 26	+6	0.00%
Security National Bank	4.26K	Mar 31, 26	+2.10K	0.00%
First Heartland Consultants, Inc.	4.23K	Mar 31, 26	-115	0.00%
Summa Corp.	4.20K	Mar 31, 26	+4.20K	0.00%
BRANDYWINE OAK PRIVATE WEALTH LLC	4.19K	Mar 31, 26	+4.19K	0.00%
Affinity Capital Advisors, LLC	4.17K	Mar 31, 26	-670	0.00%
FIFTH THIRD SECURITIES, INC.	4.17K	Mar 31, 26	+4.17K	0.00%
Financial Engines Advisors L.L.C.	4.16K	Mar 31, 26	+4.16K	0.00%
FLAGSHIP HARBOR ADVISORS, LLC	4.16K	Mar 31, 26	+2.05K	0.00%
BFSG, LLC	3.74K	Mar 31, 26	+172	0.00%
DAGCO, INC.	3.70K	Mar 31, 26	+1.71K	0.00%
Parallel Advisors, LLC	3.60K	Mar 31, 26	+945	0.00%
ASSETMARK, INC	3.46K	Mar 31, 26	-643	0.00%
Colonial Trust Co / SC	3.45K	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	3.10K	Mar 31, 26	+1.40K	0.00%
AE Wealth Management LLC	2.90K	Mar 31, 26	+85	0.00%
FAS Wealth Partners, Inc.	2.53K	Mar 31, 26	-750	0.00%
WealthShield Partners, LLC	2.17K	Mar 31, 26	-424	0.00%
Kopp Family Office, LLC	2.17K	Mar 31, 26	--	0.00%
Banque Transatlantique SA	2.13K	Mar 31, 26	--	0.00%
Crews Bank & Trust	2.01K	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	1.75K	Mar 31, 26	--	0.00%
Cherry Tree Wealth Management, LLC	1.74K	Mar 31, 26	--	0.00%
VALLEY NATIONAL ADVISERS INC	1.59K	Mar 31, 26	-58	0.00%
CLEAR INVESTMENT RESEARCH, LLC	1.58K	Mar 31, 26	+1.58K	0.00%
Midwest Capital Advisors, LLC	1.56K	Mar 31, 26	+6	0.00%
Spire Wealth Management	1.33K	Mar 31, 26	+533	0.00%
Federation des caisses Desjardins du Quebec	1.11K	Mar 31, 26	--	0.00%
Archer Investment Corp	1.11K	Mar 31, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	1.10K	Mar 31, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	1.03K	Mar 31, 26	+1.03K	0.00%
Bogart Wealth, LLC	992	Mar 31, 26	--	0.00%
Turtle Creek Wealth Advisors, LLC	905	Mar 31, 26	+905	0.00%
BURKETT FINANCIAL SERVICES, LLC	902	Mar 31, 26	+784	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	843	Mar 31, 26	+843	0.00%
NBC SECURITIES, INC.	760	Mar 31, 26	--	0.00%
CULLEN/FROST BANKERS, INC.	720	Mar 31, 26	+5	0.00%
Golden State Wealth Management, LLC	679	Mar 31, 26	+2	0.00%
Longview Financial Advisors LLC	619	Mar 31, 26	--	0.00%
FRANKLIN RESOURCES INC	575	Mar 31, 26	--	0.00%
Glass Jacobson Investment Advisors llc	540	Mar 31, 26	--	0.00%
Pacifica Partners Inc.	510	Mar 31, 26	--	0.00%
IFP Advisors, Inc	493	Mar 31, 26	+10	0.00%
CVA Family Office, LLC	446	Mar 31, 26	--	0.00%
Reyes Financial Architecture, Inc.	424	Mar 31, 26	--	0.00%
CITIGROUP INC	353	Mar 31, 26	+82	0.00%
ORG Wealth Partners, LLC	313	Mar 31, 26	--	0.00%
Hickory Point Bank & Trust	309	Mar 31, 26	+309	0.00%
VANGUARD ADVISERS INC	309	Mar 31, 26	+309	0.00%
General Partner, Inc.	255	Mar 31, 26	+10	0.00%
Capital Analysts, LLC	187	Mar 31, 26	--	0.00%
Rialto Wealth Management, LLC	177	Mar 31, 26	-87	0.00%
CoreCap Advisors, LLC	161	Mar 31, 26	-45	0.00%
Bank of New Hampshire	150	Mar 31, 26	-109	0.00%
Ancora Advisors, LLC	143	Mar 31, 26	-291	0.00%
Horizon Investments, LLC	142	Mar 31, 26	+71	0.00%
BNP PARIBAS ARBITRAGE, SNC	139	Mar 31, 26	+139	0.00%
DHJJ Financial Advisors, Ltd.	117	Mar 31, 26	--	0.00%
Founders Financial Alliance, LLC	108	Mar 31, 26	--	0.00%
QUADRANT CAPITAL GROUP LLC	100	Mar 31, 26	--	0.00%
Clearstead Trust, LLC	81	Mar 31, 26	-19	0.00%
EASTERN BANK	74	Mar 31, 26	+74	0.00%
Golden State Equity Partners	64	Mar 31, 26	+64	0.00%
SIGNATUREFD, LLC	59	Mar 31, 26	--	0.00%
Transamerica Financial Advisors, Inc.	52	Mar 31, 26	-266	0.00%
Front Row Advisors LLC	50	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	48	Mar 31, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	32	Mar 31, 26	--	0.00%
OXFORD FINANCIAL GROUP LTD	28	Mar 31, 26	--	0.00%
Cornerstone Planning Group LLC	18	Mar 31, 26	-5	0.00%
MATRIX PRIVATE CAPITAL GROUP LLC	18	Mar 31, 26	+18	0.00%
Millstone Evans Group, LLC	16	Mar 31, 26	--	0.00%
HighMark Wealth Management LLC	14	Mar 31, 26	--	0.00%
GAMMA Investing LLC	10	Mar 31, 26	--	0.00%
Global Wealth Strategies & Associates	4	Mar 31, 26	--	0.00%
Sachetta, LLC	3	Mar 31, 26	+3	0.00%
Cassaday & Co Wealth Management LLC	3	Mar 31, 26	+3	0.00%
WOLFF WIESE MAGANA LLC	3	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	2	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	2	Mar 31, 26	-198	0.00%
HUNTINGTON NATIONAL BANK	1	Mar 31, 26	--	0.00%
HOLDERNESS INVESTMENTS CO	--	Mar 31, 26	-4.38K	--
Avantax Planning Partners, Inc.	--	Mar 31, 26	-4.56K	--
Key FInancial Inc	--	Mar 31, 26	-4.37K	--
Cerity Partners LLC	--	Mar 31, 26	-7.33K	--
Wealth Architects, LLC	--	Mar 31, 26	-4.55K	--
Fortitude Family Office, LLC	--	Mar 31, 26	-213	--
Concurrent Investment Advisors, LLC	--	Mar 31, 26	-4.53K	--
FLYNN ZITO CAPITAL MANAGEMENT, LLC	--	Mar 31, 26	-4.37K	--
DEUTSCHE BANK AG\	--	Mar 31, 26	-1.55K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-15	--
IEQ CAPITAL, LLC	--	Mar 31, 26	-11.04K	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-23	--
GTS SECURITIES LLC	--	Mar 31, 26	-7.22K	--
CREATIVE FINANCIAL DESIGNS INC /ADV	--	Mar 31, 26	-64	--
Atomi Financial Group, Inc.	--	Mar 31, 26	-7.98K	--
Woodside Wealth Management LLC	--	Mar 31, 26	-1.07K	--
RENAISSANCE TECHNOLOGIES LLC	--	Mar 31, 26	-41.80K	--
Envestnet Portfolio Solutions, Inc.	--	Mar 31, 26	-14.96K	--
NWAM LLC	--	Mar 31, 26	-27.07K	--
Fairway Wealth LLC	--	Mar 31, 26	-80	--
StoneX Group Inc.	--	Mar 31, 26	-6.28K	--
HOWE & RUSLING INC	--	Mar 31, 26	-157	--
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV	--	Mar 31, 26	-5.77K	--
CreativeOne Wealth, LLC	--	Mar 31, 26	-11.56K	--
Root Financial Partners, LLC	--	Mar 31, 26	-130	--
Buckingham Strategic Partners	--	Mar 31, 26	-83.54K	--
Curat Global, LLC	--	Mar 31, 26	-6.48K	--
CAPITAL INSIGHT PARTNERS, LLC	267.94K	Dec 31, 25	-26.52K	0.27%
MARYLAND CAPITAL ADVISORS INC.	163.05K	Dec 31, 25	-6.63K	0.17%
Dentgroup LLC	55.05K	Dec 31, 25	-1.41K	0.06%
GREENBERG FINANCIAL GROUP	46.00K	Dec 31, 25	+46.00K	0.05%
Vantage Financial Partners, LLC	26.18K	Dec 31, 25	+295	0.03%
Main Street Financial Solutions, LLC	13.11K	Dec 31, 25	-634	0.01%
Global Retirement Partners, LLC	12.81K	Dec 31, 25	-2.49K	0.01%
COMERICA BANK	9.52K	Dec 31, 25	--	0.01%
CIBC Private Wealth Group, LLC	784	Dec 31, 25	--	0.00%
SageView Advisory Group, LLC	439	Dec 31, 25	+439	0.00%
ORG Partners LLC	64	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-520	--
Northwest Capital Management Inc	--	Dec 31, 25	-10.65K	--
Jarislowsky, Fraser Ltd	44.58K	Sep 30, 25	+12.44K	0.05%
PINNACLE FINANCIAL PARTNERS INC	5.15K	Sep 30, 25	--	0.01%
Abich Financial Wealth Management LLC	167	Sep 30, 25	+167	0.00%
Pineridge Advisors LLC	112	Sep 30, 25	+1	0.00%
Congress Wealth Management LLC / DE /	32.41K	Jun 30, 25	-964	0.03%
AVANTAX ADVISORY SERVICES, INC.	12.78K	Jun 30, 25	+1.13K	0.01%
Atria Wealth Solutions, Inc.	6.33K	Jun 30, 25	+430	0.01%
Priebe Wealth Holdings LLC	6.12K	Jun 30, 25	--	0.01%
Iron Horse Wealth Management, LLC	5	Jun 30, 25	--	0.00%
Orion Portfolio Solutions, LLC	206.15K	Mar 31, 25	-354	0.21%
Cable Hill Partners, LLC	18.70K	Mar 31, 25	+2.17K	0.02%
Michael A. Dubis Financial Planning, LLC	18.25K	Mar 31, 25	-170	0.02%
Delta Financial Group, Inc.	16.68K	Mar 31, 25	-3.64K	0.02%
Spectrum Wealth Counsel, LLC	4.80K	Mar 31, 25	--	0.00%
Wellington Wealth Strategies, LLC.	--	Dec 31, 24	-8.80K	--
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-532	--
Raymond James Financial Services Advisors, Inc.	1.50M	Sep 30, 24	+908.86K	1.53%
RAYMOND JAMES & ASSOCIATES	360.50K	Sep 30, 24	-808.35K	0.37%
BOSTON MOUNTAIN MONEY MANAGEMENT INC	166.72K	Sep 30, 24	+9.27K	0.17%
GYL FINANCIAL SYNERGIES, LLC	17.70K	Sep 30, 24	-27.27K	0.02%
RAYMOND JAMES TRUST N.A.	13.23K	Sep 30, 24	-2.53K	0.01%
NORTHWEST INVESTMENT COUNSELORS, LLC	2.66K	Sep 30, 24	+2.66K	0.00%
FinTrust Capital Advisors, LLC	265	Sep 30, 24	--	0.00%
BlackRock Inc.	1.78M	Jun 30, 24	+472.85K	1.82%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	49.51K	Jun 30, 24	-245	0.05%
BUCKINGHAM STRATEGIC WEALTH, LLC	13.15K	Jun 30, 24	-1.47K	0.01%
Relative Value Partners Group, LLC	--	Jun 30, 24	-6.87K	--
Cetera Advisor Networks LLC	64.33K	Mar 31, 24	-7.07K	0.07%
Cetera Advisors LLC	10.40K	Mar 31, 24	+10.40K	0.01%
InterOcean Capital Group, LLC	9.76K	Mar 31, 24	-17.90K	0.01%
Kopp LeRoy C	2.02K	Mar 31, 24	+2.02K	0.00%
Retirement Group, LLC	92	Mar 31, 24	--	0.00%
LWS Wealth Advisors, Inc.	160.75K	Dec 31, 23	+10.31K	0.16%
WEALTHSOURCE PARTNERS, LLC	6.41K	Dec 31, 23	+186	0.01%
Bartlett & Co. LLC	1.36K	Dec 31, 23	+10	0.00%
Baystate Wealth Management LLC	87	Dec 31, 23	+1	0.00%
Windsor Group LTD	145.68K	Sep 30, 23	-3.79K	0.15%
BerganKDV Wealth Management, LLC	157.85K	Jun 30, 23	+8.26K	0.16%
BDO Wealth Advisors, LLC	684	Jun 30, 23	+4	0.00%
First Capital Advisors Group, LLC.	21	Jun 30, 23	--	0.00%
Baldrige Asset Management LLC	3.95K	Mar 31, 23	+11	0.00%
Newman & Schimel, LLC	814.67K	Dec 31, 22	-27.91K	0.83%
Laurel Wealth Advisors, Inc.	53.80K	Dec 31, 22	+8.82K	0.05%
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC	43.28K	Dec 31, 22	+18.03K	0.04%
F3Logic, LLC	4.65K	Dec 31, 22	-84.86K	0.00%
Gallagher Benefit Services, Inc.	4.65K	Dec 31, 22	+4.65K	0.00%
Sargent Bickham Lagudis LLC	--	Dec 31, 22	-73	--
FourThought Financial, LLC	56.93K	Sep 30, 22	-4.19K	0.06%
Karp Capital Management Corp	40.98K	Sep 30, 22	-4.39K	0.04%
Beaumont Financial Partners, LLC	9.54K	Sep 30, 22	+20	0.01%
American Portfolios Advisors	2.53K	Sep 30, 22	+2.53K	0.00%
KerberRose Wealth Management, LLC	53.97K	Jun 30, 22	+53.97K	0.06%
B. Riley Wealth Management, Inc.	27.24K	Jun 30, 22	-3.37K	0.03%
Pinnacle Private Wealth, LLC	10.94K	Jun 30, 22	--	0.01%
HC FINANCIAL ADVISORS INC	507	Jun 30, 22	--	0.00%
Private Capital Group, LLC	--	Jun 30, 22	-5.68K	--
PALLADIUM PARTNERS LLC	177.25K	Mar 31, 22	-2.71K	0.18%
CAPITAL ONE FINANCIAL CORP	--	Mar 31, 22	-13.48K	--
EXELON CORP	46.46K	Dec 31, 21	+46.46K	0.05%
QUEST CAPITAL MANAGEMENT INC /ADV	16.70K	Dec 31, 21	-790	0.02%
Asset Planning Services, Ltd.	11.80K	Dec 31, 21	--	0.01%
Carroll Financial Associates, Inc.	3.56K	Dec 31, 21	-224.99K	0.00%
NEXT Financial Group, Inc	--	Dec 31, 21	-22.82K	--
INVESTMENT SECURITY GROUP INC /CO/ /ADV	723.80K	Sep 30, 21	+32.45K	0.74%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	123.23K	Sep 30, 21	-1.01K	0.13%
LEVEL FOUR FINANCIAL, LLC	73.87K	Sep 30, 21	-809	0.08%
Ameritas Investment Company, LLC	12.31K	Sep 30, 21	+4.43K	0.01%
Homrich & Berg	11.54K	Sep 30, 21	--	0.01%
Strategic Wealth Management Group, LLC	46.83K	Jun 30, 21	+972	0.05%
Stewardship Financial Advisors, LLC	13	Mar 31, 21	-1.26K	0.00%
HORAN CAPITAL MANAGEMENT	364.61K	Dec 31, 20	+9.30K	0.37%
Shone Asset Management LLC	40.34K	Dec 31, 20	+728	0.04%
ROWLAND CARMICHAEL ADVISORS INC /ADV	15.60K	Dec 31, 20	-37.38K	0.02%
SVA Wealth Management, LLC	5.95K	Dec 31, 20	+1.94K	0.01%
Wealthspire Advisors, L.P.	47.68K	Sep 30, 20	+2.71K	0.05%
Capstone Financial Group, Inc.	452	Sep 30, 20	--	0.00%
BRINKER CAPITAL INC	125.74K	Jun 30, 20	-5.13K	0.13%
Squar Milner Financial Services LLC	10	Mar 31, 20	--	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	1.57M	Dec 31, 19	-9.17K	1.61%
Advisor Group, Inc.	33.29K	Dec 31, 19	+6.63K	0.03%
MADRONA FUNDS, LLC	63.35K	Sep 30, 19	+63.35K	0.06%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV	28.45K	Sep 30, 19	-4.20K	0.03%
BB&T SECURITIES, LLC	27.36K	Sep 30, 19	+2.65K	0.03%
SUNTRUST BANKS INC	9.44K	Sep 30, 19	+9.44K	0.01%
BIEGEL & WALLER LLC	5.58K	Sep 30, 19	+3	0.01%
MRA Associates USA LLC	489	Sep 30, 19	+489	0.00%
HL FINANCIAL SERVICES LLC	4.55K	Mar 31, 19	--	0.00%
WealthTrust-Arizona, LLC	2.71K	Dec 31, 18	-554	0.00%
Vantage Investment Advisors, LLC	601	Sep 30, 18	-32	0.00%
RAND WEALTH, LLC	--	Sep 30, 18	-31.01K	--
Windhaven Investment Management, Inc.	8.88M	Mar 31, 18	+8.88M	9.07%
WealthShield, LLC	158	Dec 31, 17	+158	0.00%
Cornerstone Financial Partners, LLC	--	Dec 31, 17	-40.93K	--
Commonwealth Equity Services, Inc	127.94K	Jun 30, 17	+23.15K	0.13%
RONALD BLUE & CO LLC	14.83K	Jun 30, 17	+6.28K	0.02%
Virtu KCG Holdings LLC	6.68K	Jun 30, 17	+751	0.01%
WFG Advisors, LP	442	Jun 30, 17	+78	0.00%
Parasol Investment Management, LLC	143.53K	Mar 31, 17	+97.38K	0.15%
GRAY FINANCIAL GROUP /GA /ADV /ADV	229.90K	Dec 31, 16	--	0.23%
MSI Financial Services Inc	3.26K	Dec 31, 16	-1.03K	0.00%
Edmond de Rothschild (Europe)	4.48K	Sep 30, 16	+1.98K	0.00%
MONTAGE INVESTMENTS, LLC	81	Sep 30, 16	+81	0.00%
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION	29.62K	Dec 31, 15	--	0.03%
MANAGED ACCOUNT ADVISORS LLC	271	Jun 30, 15	+128	0.00%
UBS AG	539	Sep 30, 14	-32	0.00%
Jane Street Holding, LLC	--	Dec 31, 13	-11.86K	--
KNIGHT CAPITAL GROUP LLC	10.09K	Jun 30, 13	+92	0.01%

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Holder

Date

Change

% Held

Acorns Advisers, LLC

11.82M

Mar 31, 26

+266.81K

12.07%

BlackRock, Inc.

5.73M

Mar 31, 26

+198.24K

5.85%

STATE OF WISCONSIN INVESTMENT BOARD

5.42M

Mar 31, 26

+102.40K

5.53%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

2.57M

Mar 31, 26

+223.72K

2.62%

RAYMOND JAMES FINANCIAL INC

2.29M

Mar 31, 26

+66.27K

2.34%

JONES FINANCIAL COMPANIES LLLP

1.76M

Mar 31, 26

+331.96K

1.80%

SPINNAKER TRUST

1.38M

Mar 31, 26

-4.04K

1.41%

Seven Springs Wealth Group, LLC

1.36M

Mar 31, 26

+1.36M

1.38%

Mariner, LLC

1.32M

Mar 31, 26

+36.27K

1.35%

Townsend & Associates, Inc

1.21M

Mar 31, 26

+38.85K

1.23%

CAHABA WEALTH MANAGEMENT, INC.

1.13M

Mar 31, 26

+64.24K

1.15%

Trust Point Inc.

1.09M

Mar 31, 26

-696.35K

1.12%

Prosperity Planning, Inc.

1.02M

Mar 31, 26

+52.20K

1.04%

JPMORGAN CHASE & CO

986.85K

Mar 31, 26

-84.30K

1.01%

Apella Capital, LLC

948.51K

Mar 31, 26

+134.09K

0.97%

UBS Group AG

941.36K

Mar 31, 26

-3.69K

0.96%

MORGAN STANLEY

932.56K

Mar 31, 26

+73.42K

0.95%

BANK OF AMERICA CORP /DE/

920.69K

Mar 31, 26

-76.91K

0.94%

LPL Financial LLC

886.12K

Mar 31, 26

+19.92K

0.90%

MBL Wealth, LLC

834.72K

Mar 31, 26

+60.26K

0.85%

BARTLETT & CO. WEALTH MANAGEMENT LLC

741.30K

Mar 31, 26

+185.13K

0.76%

AMERIPRISE FINANCIAL INC

729.04K

Mar 31, 26

+23.03K

0.74%

WELLS FARGO & COMPANY/MN

684.94K

Mar 31, 26

+14.80K

0.70%

FPC INVESTMENT ADVISORY, INC.

653.48K

Mar 31, 26

+48.21K

0.67%

Destination Wealth Management

632.67K

Mar 31, 26

+19.89K

0.65%

Geneos Wealth Management Inc.

581.18K

Mar 31, 26

+36.34K

0.59%

Courage Miller Partners, LLC

569.88K

Mar 31, 26

+17.83K

0.58%

Johnson Financial Group, Inc.

559.02K

Mar 31, 26

+42.75K

0.57%

ENVESTNET ASSET MANAGEMENT INC

557.46K

Mar 31, 26

+43.86K

0.57%

CIM, LLC

551.77K

Mar 31, 26

+522

0.56%

PITTENGER & ANDERSON INC

541.67K

Mar 31, 26

-26.12K

0.55%

ROYAL BANK OF CANADA

524.96K

Mar 31, 26

-6.20K

0.54%

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

478.05K

Mar 31, 26

+31.45K

0.49%

Beacon Pointe Advisors, LLC

449.53K

Mar 31, 26

+15.46K

0.46%

Bank of New York Mellon Corp

439.89K

Mar 31, 26

+53.93K

0.45%

Opal Wealth Advisors, LLC

416.10K

Mar 31, 26

+12.00K

0.42%

CITADEL ADVISORS LLC

413.26K

Mar 31, 26

+374.32K

0.42%

GOLDMAN SACHS GROUP INC

390.44K

Mar 31, 26

-160.41K

0.40%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

371.38K

Mar 31, 26

+371.38K

0.38%

IRON Financial LLC

330.57K

Mar 31, 26

-4.85K

0.34%

WEALTH MANAGEMENT RESOURCES, INC.

330.04K

Mar 31, 26

+1.16K

0.34%

Omega Financial Group, LLC

325.62K

Mar 31, 26

+22.70K

0.33%

Alexander Randolph Advisory, Inc.

314.85K

Mar 31, 26

+19.34K

0.32%

Koss-Olinger Consulting, LLC

307.00K

Mar 31, 26

-261.97K

0.31%

Buttonwood Financial Advisors Inc.

298.19K

Mar 31, 26

+16.86K

0.30%

Brinker Capital Investments, LLC

278.42K

Mar 31, 26

+10.87K

0.28%

Boyd Wealth Management, LLC

277.86K

Mar 31, 26

+7.13K

0.28%

CLUNE & ASSOCIATES, LTD.

274.12K

Mar 31, 26

+72.73K

0.28%

EP Wealth Advisors, LLC

266.48K

Mar 31, 26

+266.48K

0.27%

FIDUCIARY ADVISORS, INC.

253.48K

Mar 31, 26

+25.85K

0.26%

Abundance Wealth Counselors

246.33K

Mar 31, 26

+10.97K

0.25%

Wescott Financial Advisory Group, LLC

245.30K

Mar 31, 26

+27.49K

0.25%

Lakeridge Wealth Management LLC

245.22K

Mar 31, 26

+34.70K

0.25%

Fonville Wealth Management LLC

220.15K

Mar 31, 26

+14.99K

0.22%

Strategic Financial Partners, Ltd.

214.32K

Mar 31, 26

+50.24K

0.22%

Crestwood Advisors Group LLC

201.06K

Mar 31, 26

+23.92K

0.21%

BECKER CAPITAL MANAGEMENT INC

200.82K

Mar 31, 26

+200.82K

0.21%

KEYBANK NATIONAL ASSOCIATION/OH

195.52K

Mar 31, 26

+32.21K

0.20%

MORRIS FINANCIAL CONCEPTS, INC.

188.92K

Mar 31, 26

+7.48K

0.19%

ADVISOR GROUP HOLDINGS, INC.

188.02K

Mar 31, 26

+15.61K

0.19%

Cetera Investment Advisers

181.76K

Mar 31, 26

+3.11K

0.19%

Cambridge Investment Research Advisors, Inc.

181.54K

Mar 31, 26

+43.15K

0.19%

MML INVESTORS SERVICES, LLC

165.67K

Mar 31, 26

-22.34K

0.17%

Hoxton Planning & Management, LLC

161.93K

Mar 31, 26

-16.41K

0.17%

KFA Private Wealth Group, LLC

160.46K

Mar 31, 26

+1.08K

0.16%

JANE STREET GROUP, LLC

156.94K

Mar 31, 26

+139.25K

0.16%

Independence Financial Advisors, LLC

156.22K

Mar 31, 26

+2.20K

0.16%

Creative Planning

147.65K

Mar 31, 26

-11.28K

0.15%

JGP Wealth Management, LLC

147.18K

Mar 31, 26

+4.27K

0.15%

CGN Advisors LLC

142.04K

Mar 31, 26

-40.56K

0.15%

STERLING INVESTMENT ADVISORS LLC /ADV

141.58K

Mar 31, 26

+2.94K

0.14%

Values First Advisors, Inc.

140.27K

Mar 31, 26

+3.14K

0.14%

COMMONWEALTH EQUITY SERVICES, LLC

137.65K

Mar 31, 26

-5.99K

0.14%

PRINCIPAL SECURITIES, INC.

134.98K

Mar 31, 26

+7.56K

0.14%

COREPATH WEALTH PARTNERS LLC

134.59K

Mar 31, 26

+722

0.14%

NATIXIS ADVISORS, L.P.

134.03K

Mar 31, 26

+10.76K

0.14%

Baker Ellis Asset Management LLC

133.16K

Mar 31, 26

-3.87K

0.14%

Providence First Trust Co

130.59K

Mar 31, 26

0.13%

PHILLIPS FINANCIAL MANAGEMENT, LLC

126.65K

Mar 31, 26

-44.70K

0.13%

Equitable Holdings, Inc.

123.87K

Mar 31, 26

+13.23K

0.13%

Wealthspire Advisors, LLC

123.55K

Mar 31, 26

+96.54K

0.13%

Brio Consultants, LLC

123.22K

Mar 31, 26

-904

0.13%

Kestra Advisory Services, LLC

118.30K

Mar 31, 26

+11.28K

0.12%

Cranbrook Wealth Management, LLC

116.12K

Mar 31, 26

-30.98K

0.12%

SEEDS INVESTOR LLC

113.73K

Mar 31, 26

+21.79K

0.12%

Steward Partners Investment Advisory, LLC

112.76K

Mar 31, 26

-1.79K

0.12%

1832 Asset Management L.P.

105.55K

Mar 31, 26

+7.29K

0.11%

HighTower Advisors, LLC

105.20K

Mar 31, 26

-11.14K

0.11%

Cannon Financial Strategists, Inc.

102.11K

Mar 31, 26

+18.31K

0.10%

C M BIDWELL & ASSOCIATES LTD

100.64K

Mar 31, 26

+955

0.10%

McClarren Financial Advisors, Inc.

95.83K

Mar 31, 26

+89.61K

0.10%

PLANNING DIRECTIONS INC

95.63K

Mar 31, 26

+95.63K

0.10%

Lutz Financial Services LLC

94.91K

Mar 31, 26

+833

0.10%

BLUESTEM FINANCIAL ADVISORS, LLC

94.19K

Mar 31, 26

-12.28K

0.10%

WASHINGTON TRUST BANK

85.99K

Mar 31, 26

+28.23K

0.09%

Investment Advisory Group, LLC

83.50K

Mar 31, 26

+11.12K

0.09%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

82.80K

Mar 31, 26

+30.30K

0.08%

PEOPLES BANK /OH

75.47K

Mar 31, 26

+895

0.08%

Allworth Financial LP

75.11K

Mar 31, 26

+4.07K

0.08%

MATHER GROUP, LLC.

74.88K

Mar 31, 26

-1.66K

0.08%

Summit Wealth Partners, LLC

74.52K

Mar 31, 26

-1.23K

0.08%

Turn8 Private Wealth Inc.

74.10K

Mar 31, 26

+19.32K

0.08%

ARKANSAS FINANCIAL GROUP, INC.

72.39K

Mar 31, 26

-6.67K

0.07%

COLDSTREAM CAPITAL MANAGEMENT INC

72.38K

Mar 31, 26

+7.93K

0.07%

BANK OF MONTREAL /CAN/

71.62K

Mar 31, 26

-21.73K

0.07%

BCM ADVISORS, LLC

70.64K

Mar 31, 26

+2.76K

0.07%

SHEETS SMITH WEALTH MANAGEMENT

70.16K

Mar 31, 26

+29.85K

0.07%

Valmark Advisers, Inc.

68.83K

Mar 31, 26

+7.56K

0.07%

PLANWISER FINANCIAL, LLC

68.71K

Mar 31, 26

+68.71K

0.07%

Fiduciary Group LLC

66.00K

Mar 31, 26

-9.00K

0.07%

NewEdge Advisors, LLC

65.87K

Mar 31, 26

+20.48K

0.07%

CITY HOLDING CO

62.69K

Mar 31, 26

+5.46K

0.06%

Samalin Investment Counsel, LLC

59.65K

Mar 31, 26

-2.98K

0.06%

eCIO, Inc.

59.19K

Mar 31, 26

+3.85K

0.06%

Resources Investment Advisors, LLC.

58.99K

Mar 31, 26

-7.33K

0.06%

Lineweaver Wealth Advisors, LLC

58.46K

Mar 31, 26

+7.00K

0.06%

MKT Advisors LLC

54.91K

Mar 31, 26

+9.56K

0.06%

PNC FINANCIAL SERVICES GROUP, INC.

54.35K

Mar 31, 26

+2.13K

0.06%

BCGM Wealth Management, LLC

53.83K

Mar 31, 26

+3.25K

0.05%

Richard W. Paul & Associates, LLC

52.20K

Mar 31, 26

+5.67K

0.05%

Wealth Dimensions Group, Ltd.

51.21K

Mar 31, 26

+779

0.05%

Smithfield Trust Co

49.79K

Mar 31, 26

0.05%

Stone House Investment Management, LLC

48.74K

Mar 31, 26

+1.58K

0.05%

MERCER GLOBAL ADVISORS INC /ADV

47.97K

Mar 31, 26

+5.22K

0.05%

Argent Advisors, Inc.

47.53K

Mar 31, 26

-3.53K

0.05%

Greykasell Wealth Strategies, Inc.

46.88K

Mar 31, 26

-3.70K

0.05%

TD Capital Management LLC

45.24K

Mar 31, 26

-2.54K

0.05%

Park Place Capital Corp

42.01K

Mar 31, 26

-17

0.04%

PDS Planning, Inc

41.02K

Mar 31, 26

-269

0.04%

Eukles Asset Management

39.80K

Mar 31, 26

+6.47K

0.04%

Sound View Wealth Advisors Group, LLC

39.34K

Mar 31, 26

-3.01K

0.04%

Horizon Family Wealth, Inc.

38.69K

Mar 31, 26

-522

0.04%

Goldstone Financial Group, LLC

37.96K

Mar 31, 26

-445

0.04%

NATIONAL BANK OF CANADA /FI/

37.85K

Mar 31, 26

-92

0.04%

Colony Group, LLC

37.82K

Mar 31, 26

+193

0.04%

PICTON MAHONEY ASSET MANAGEMENT

36.95K

Mar 31, 26

+36.95K

0.04%

LEAVELL INVESTMENT MANAGEMENT, INC.

36.94K

Mar 31, 26

+22.74K

0.04%

Betterment LLC

36.32K

Mar 31, 26

-3.58K

0.04%

Farther Finance Advisors, LLC

35.95K

Mar 31, 26

-1.27K

0.04%

Merit Financial Group, LLC

35.93K

Mar 31, 26

-14.84K

0.04%

Rockbridge Investment Management, LCC

35.38K

Mar 31, 26

+304

0.04%

VestGen Advisors, LLC

33.92K

Mar 31, 26

+33.92K

0.03%

J.W. COLE ADVISORS, INC.

33.90K

Mar 31, 26

-2.19K

0.03%

Joseph Group Capital Management

33.05K

Mar 31, 26

+4.46K

0.03%

XY Planning Network, Inc.

32.16K

Mar 31, 26

+6.20K

0.03%

SOUTH PLAINS FINANCIAL, INC.

31.53K

Mar 31, 26

0.03%

FC Advisory LLC

30.45K

Mar 31, 26

+100

0.03%

Per Stirling Capital Management, LLC.

29.90K

Mar 31, 26

+1.00K

0.03%

Baird Financial Group, Inc.

28.94K

Mar 31, 26

+918

0.03%

Bellwether Advisors, LLC

28.81K

Mar 31, 26

-181

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

28.78K

Mar 31, 26

+1.16K

0.03%

Wealthfront Advisers LLC

27.53K

Mar 31, 26

+8.33K

0.03%

VICUS CAPITAL

27.24K

Mar 31, 26

+3.16K

0.03%

Advisory Services Network, LLC

26.75K

Mar 31, 26

+4.28K

0.03%

Darden Wealth Group Inc

26.35K

Mar 31, 26

-366

0.03%

RIK SAYLOR FINANCIAL, INC.

26.24K

Mar 31, 26

-92

0.03%

Charter Oak Capital Management, LLC

25.80K

Mar 31, 26

-5.07K

0.03%

LUTS & GREENLEIGH GROUP, INC

25.66K

Mar 31, 26

-33

0.03%

Commonwealth Financial Services, LLC

24.63K

Mar 31, 26

-174

0.03%

Main Street Research LLC

24.06K

Mar 31, 26

+1.29K

0.02%

Private Advisor Group, LLC

23.66K

Mar 31, 26

+797

0.02%

Quad-Cities Investment Group, LLC

23.37K

Mar 31, 26

+1.09K

0.02%

Keystone Financial Group, Inc.

23.15K

Mar 31, 26

+952

0.02%

HHM Wealth Advisors, LLC

22.33K

Mar 31, 26

-762

0.02%

STIFEL FINANCIAL CORP

22.25K

Mar 31, 26

+718

0.02%

Essex Financial Services, Inc.

21.93K

Mar 31, 26

+579

0.02%

LJI Wealth Management, LLC

21.77K

Mar 31, 26

-786

0.02%

Baker Avenue Asset Management, LP

21.13K

Mar 31, 26

-6.01K

0.02%

Center for Financial Planning, Inc.

20.84K

Mar 31, 26

0.02%

MAI Capital Management

20.62K

Mar 31, 26

+2.00K

0.02%

OPPENHEIMER & CO INC

20.41K

Mar 31, 26

-41.78K

0.02%

HILL ISLAND FINANCIAL LLC

19.98K

Mar 31, 26

+16

0.02%

TD Waterhouse Canada Inc.

19.76K

Mar 31, 26

+743

0.02%

Miracle Mile Advisors, LLC

19.39K

Mar 31, 26

-2.53K

0.02%

Integrated Wealth Concepts LLC

19.37K

Mar 31, 26

+19.37K

0.02%

Columbus Macro, LLC

19.34K

Mar 31, 26

-10.13K

0.02%

Janney Montgomery Scott LLC

18.72K

Mar 31, 26

-822

0.02%

Pine Haven Investment Counsel, Inc

18.60K

Mar 31, 26

+1.45K

0.02%

Rooted Wealth Advisors, Inc.

18.02K

Mar 31, 26

-26.57K

0.02%

HARBOUR INVESTMENTS, INC.

17.91K

Mar 31, 26

+188

0.02%

ABLE Financial Group, LLC

17.91K

Mar 31, 26

-40

0.02%

Ironwood Investment Counsel, LLC

17.66K

Mar 31, 26

-666

0.02%

First PREMIER Bank

16.97K

Mar 31, 26

-1.68K

0.02%

US BANCORP \DE\

16.93K

Mar 31, 26

+3.27K

0.02%

HEADINVEST, LLC

16.81K

Mar 31, 26

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

16.55K

Mar 31, 26

+831

0.02%

Rather & Kittrell, Inc.

16.49K

Mar 31, 26

+139

0.02%

Berger Financial Group, Inc

16.29K

Mar 31, 26

-45

0.02%

Aptus Capital Advisors, LLC

16.13K

Mar 31, 26

-533

0.02%

Mutual Advisors, LLC

16.12K

Mar 31, 26

+90

0.02%

PFG Advisors

16.12K

Mar 31, 26

-674

0.02%

PARK AVENUE SECURITIES LLC

15.72K

Mar 31, 26

+15.72K

0.02%

Eaton Financial Holdings Company, LLC

15.69K

Mar 31, 26

+51

0.02%

Western Wealth Management, LLC

15.56K

Mar 31, 26

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

15.53K

Mar 31, 26

-1.02K

0.02%

McKinley Carter Wealth Services, Inc.

15.24K

Mar 31, 26

-3.74K

0.02%

Sunburst Financial Group, LLC

15.03K

Mar 31, 26

-533

0.02%

Avidian Wealth Solutions, LLC

14.73K

Mar 31, 26

+426

0.02%

Opus Capital Group, LLC

14.65K

Mar 31, 26

+793

0.01%

DORVAL Corp

14.44K

Mar 31, 26

-300.02K

0.01%

Weaver Consulting Group

14.31K

Mar 31, 26

+961

0.01%

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

14.03K

Mar 31, 26

0.01%

Evensky & Katz LLC

13.25K

Mar 31, 26

0.01%

CAPTRUST FINANCIAL ADVISORS

12.97K

Mar 31, 26

-31

0.01%

Mine & Arao Wealth Creation & Management, LLC.

12.64K

Mar 31, 26

+34

0.01%

Arete Wealth Advisors, LLC

12.11K

Mar 31, 26

-8.08K

0.01%

Beacon Financial Advisory LLC

11.89K

Mar 31, 26

-1.07K

0.01%

Ashton Thomas Private Wealth, LLC

11.69K

Mar 31, 26

+661

0.01%

CWM, LLC

11.46K

Mar 31, 26

-173

0.01%

AlphaCore Capital LLC

11.28K

Mar 31, 26

-822

0.01%

BLAIR WILLIAM & CO/IL

10.96K

Mar 31, 26

-366

0.01%

Chicago Partners Investment Group LLC

10.84K

Mar 31, 26

+448

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

10.71K

Mar 31, 26

+10.71K

0.01%

Diversified Portfolios, Inc.

10.48K

Mar 31, 26

-2.51K

0.01%

Global Financial Private Client, LLC

10.42K

Mar 31, 26

0.01%

TRUIST FINANCIAL CORP

10.27K

Mar 31, 26

-1.31K

0.01%

CALTON & ASSOCIATES, INC.

10.26K

Mar 31, 26

+866

0.01%

Aviance Capital Partners, LLC

10.23K

Mar 31, 26

+874

0.01%

ACCREDITED INVESTOR SERVICES, LLC

9.88K

Mar 31, 26

0.01%

OAK HARBOR WEALTH PARTNERS, LLC

9.77K

Mar 31, 26

+1.46K

0.01%

OneAscent Financial Services LLC

9.67K

Mar 31, 26

+9.67K

0.01%

CI Private Wealth, LLC

9.62K

Mar 31, 26

+9.62K

0.01%

TOCQUEVILLE ASSET MANAGEMENT L.P.

9.40K

Mar 31, 26

0.01%

Rede Wealth, LLC

9.28K

Mar 31, 26

+3.29K

0.01%

HB Wealth Management, LLC

9.25K

Mar 31, 26

+133

0.01%

SRS Capital Advisors, Inc.

9.05K

Mar 31, 26

-415

0.01%

OSTERWEIS CAPITAL MANAGEMENT INC

9.00K

Mar 31, 26

0.01%

Legacy Capital Wealth Partners, LLC

8.87K

Mar 31, 26

0.01%

SigFig Wealth Management, LLC

8.78K

Mar 31, 26

+1.21K

0.01%

TWO SIGMA SECURITIES, LLC

8.69K

Mar 31, 26

+8.69K

0.01%

FIFTH THIRD BANCORP

8.60K

Mar 31, 26

+8.60K

0.01%

MATTERN CAPITAL MANAGEMENT, LLC

7.86K

Mar 31, 26

-9.20K

0.01%

CHOREO, LLC

7.85K

Mar 31, 26

-82

0.01%

SC&H Financial Advisors, Inc.

7.41K

Mar 31, 26

+27

0.01%

Pensionmark Financial Group, LLC

7.40K

Mar 31, 26

-764

0.01%

Sigma Planning Corp

7.21K

Mar 31, 26

+426

0.01%

Garde Capital, Inc.

7.19K

Mar 31, 26

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

7.18K

Mar 31, 26

0.01%

Prospera Financial Services Inc

7.17K

Mar 31, 26

-147

0.01%

Summit Financial, LLC

7.14K

Mar 31, 26

-148

0.01%

Kelman-Lazarov, Inc.

7.07K

Mar 31, 26

+49

0.01%

Optas, LLC

6.76K

Mar 31, 26

+6.76K

0.01%

Hudson Capital Management LLC

6.69K

Mar 31, 26

+2.30K

0.01%

Level Wealth Management LLC

6.57K

Mar 31, 26

0.01%

Colonial Trust Advisors

6.55K

Mar 31, 26

+158

0.01%

HARMONY ASSET MANAGEMENT LLC

6.55K

Mar 31, 26

+6.55K

0.01%

TrueWealth Financial Partners

6.52K

Mar 31, 26

+6.52K

0.01%

SFMG, LLC

6.41K

Mar 31, 26

+687

0.01%

Guidance Point Advisors, LLC

6.36K

Mar 31, 26

+429

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

6.32K

Mar 31, 26

0.01%

Rehmann Capital Advisory Group

6.22K

Mar 31, 26

+28

0.01%

ELEVATE WEALTH ADVISORY, INC

6.17K

Mar 31, 26

+65

0.01%

SeaBridge Investment Advisors LLC

6.15K

Mar 31, 26

0.01%

Christensen, King & Associates Investment Services, Inc.

6.07K

Mar 31, 26

-176

0.01%

Ronald Blue Trust, Inc.

5.91K

Mar 31, 26

-341

0.01%

FMR LLC

5.71K

Mar 31, 26

+2.91K

0.01%

Schwab Charitable Fund

5.71K

Mar 31, 26

+1.02K

0.01%

Rockefeller Capital Management L.P.

5.69K

Mar 31, 26

-1.54K

0.01%

Kingsview Wealth Management, LLC

5.67K

Mar 31, 26

+423

0.01%

STEPHEN J. GARRY & ASSOCIATES, LLC

5.64K

Mar 31, 26

0.01%

GUERRA PAN ADVISORS, LLC

5.58K

Mar 31, 26

+5.58K

0.01%

MidAtlantic Capital Management, Inc.

5.57K

Mar 31, 26

+2.07K

0.01%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

5.54K

Mar 31, 26

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

5.48K

Mar 31, 26

+79

0.01%

Essex Savings Bank

5.47K

Mar 31, 26

0.01%

PFS Partners, LLC

5.43K

Mar 31, 26

0.01%

CIDEL ASSET MANAGEMENT INC

5.42K

Mar 31, 26

0.01%

LVZ, Inc.

5.33K

Mar 31, 26

-87

0.01%

MONEY CONCEPTS CAPITAL CORP

5.32K

Mar 31, 26

-676

0.01%

MAGNOLIA CAPITAL ADVISORS LLC

5.23K

Mar 31, 26

-5.68K

0.01%

Rice Partnership, LLC

5.21K

Mar 31, 26

+366

0.01%

SILVERLAKE WEALTH MANAGEMENT LLC

5.13K

Mar 31, 26

+93

0.01%

WEST PACES ADVISORS INC.

5.10K

Mar 31, 26

0.01%

Wealth Forward, LLC

5.04K

Mar 31, 26

0.01%

BCS Private Wealth Management, Inc.

5.00K

Mar 31, 26

0.01%

Life Planning Partners, Inc

4.98K

Mar 31, 26

+4.98K

0.01%

Infinity Wealth Counsel, LLC

4.96K

Mar 31, 26

0.01%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

4.87K

Mar 31, 26

+250

0.00%

CENTAURUS FINANCIAL, INC.

4.83K

Mar 31, 26

-105

0.00%

Prosperity Consulting Group, LLC

4.77K

Mar 31, 26

+4.77K

0.00%

Cornerstone Advisory, LLC

4.61K

Mar 31, 26

+4.61K

0.00%

Onyx Bridge Wealth Group LLC

4.59K

Mar 31, 26

-8.88K

0.00%

Prime Capital Investment Advisors, LLC

4.59K

Mar 31, 26

0.00%

Independent Advisor Alliance

4.58K

Mar 31, 26

+4.58K

0.00%

SPIRIT OF AMERICA MANAGEMENT CORP/NY

4.56K

Mar 31, 26

+34

0.00%

Beaumont Financial Advisors, LLC

4.55K

Mar 31, 26

+28

0.00%

Brookstone Capital Management

4.50K

Mar 31, 26

+4.50K

0.00%

Rossby Financial, LCC

4.44K

Mar 31, 26

+3.46K

0.00%

HOHIMER WEALTH MANAGEMENT, LLC

4.39K

Mar 31, 26

-989

0.00%

Zhang Financial LLC

4.32K

Mar 31, 26

0.00%

Security National Bank

4.26K

Mar 31, 26

+2.10K

0.00%

First Heartland Consultants, Inc.

4.23K

Mar 31, 26

-115

0.00%

Summa Corp.

4.20K

Mar 31, 26

+4.20K

0.00%

BRANDYWINE OAK PRIVATE WEALTH LLC

4.19K

Mar 31, 26

+4.19K

0.00%

Affinity Capital Advisors, LLC

4.17K

Mar 31, 26

-670

0.00%

FIFTH THIRD SECURITIES, INC.

4.17K

Mar 31, 26

+4.17K

0.00%

Financial Engines Advisors L.L.C.

4.16K

Mar 31, 26

+4.16K

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

4.16K

Mar 31, 26

+2.05K

0.00%

BFSG, LLC

3.74K

Mar 31, 26

+172

0.00%

DAGCO, INC.

3.70K

Mar 31, 26

+1.71K

0.00%

Parallel Advisors, LLC

3.60K

Mar 31, 26

+945

0.00%

ASSETMARK, INC

3.46K

Mar 31, 26

-643

0.00%

Colonial Trust Co / SC

3.45K

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

3.10K

Mar 31, 26

+1.40K

0.00%

AE Wealth Management LLC

2.90K

Mar 31, 26

+85

0.00%

FAS Wealth Partners, Inc.

2.53K

Mar 31, 26

-750

0.00%

WealthShield Partners, LLC

2.17K

Mar 31, 26

-424

0.00%

Kopp Family Office, LLC

2.17K

Mar 31, 26

0.00%

Banque Transatlantique SA

2.13K

Mar 31, 26

0.00%

Crews Bank & Trust

2.01K

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

1.75K

Mar 31, 26

0.00%

Cherry Tree Wealth Management, LLC

1.74K

Mar 31, 26

0.00%

VALLEY NATIONAL ADVISERS INC

1.59K

Mar 31, 26

-58

0.00%

CLEAR INVESTMENT RESEARCH, LLC

1.58K

Mar 31, 26

+1.58K

0.00%

Midwest Capital Advisors, LLC

1.56K

Mar 31, 26

0.00%

Spire Wealth Management

1.33K

Mar 31, 26

+533

0.00%

Federation des caisses Desjardins du Quebec

1.11K

Mar 31, 26

0.00%

Archer Investment Corp

1.11K

Mar 31, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

1.10K

Mar 31, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

1.03K

Mar 31, 26

+1.03K

0.00%

Bogart Wealth, LLC

992

Mar 31, 26

0.00%

Turtle Creek Wealth Advisors, LLC

905

Mar 31, 26

+905

0.00%

BURKETT FINANCIAL SERVICES, LLC

902

Mar 31, 26

+784

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

843

Mar 31, 26

+843

0.00%

NBC SECURITIES, INC.

760

Mar 31, 26

0.00%

CULLEN/FROST BANKERS, INC.

720

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

679

Mar 31, 26

0.00%

Longview Financial Advisors LLC

619

Mar 31, 26

0.00%

FRANKLIN RESOURCES INC

575

Mar 31, 26

0.00%

Glass Jacobson Investment Advisors llc

540

Mar 31, 26

0.00%

Pacifica Partners Inc.

510

Mar 31, 26

0.00%

IFP Advisors, Inc

493

Mar 31, 26

+10

0.00%

CVA Family Office, LLC

446

Mar 31, 26

0.00%

Reyes Financial Architecture, Inc.

424

Mar 31, 26

0.00%

CITIGROUP INC

353

Mar 31, 26

+82

0.00%

ORG Wealth Partners, LLC

313

Mar 31, 26

0.00%

Hickory Point Bank & Trust

309

Mar 31, 26

+309

0.00%

VANGUARD ADVISERS INC

309

Mar 31, 26

+309

0.00%

General Partner, Inc.

255

Mar 31, 26

+10

0.00%

Capital Analysts, LLC

187

Mar 31, 26

0.00%

Rialto Wealth Management, LLC

177

Mar 31, 26

-87

0.00%

CoreCap Advisors, LLC

161

Mar 31, 26

-45

0.00%

Bank of New Hampshire

150

Mar 31, 26

-109

0.00%

Ancora Advisors, LLC

143

Mar 31, 26

-291

0.00%

Horizon Investments, LLC

142

Mar 31, 26

+71

0.00%

BNP PARIBAS ARBITRAGE, SNC

139

Mar 31, 26

+139

0.00%

DHJJ Financial Advisors, Ltd.

117

Mar 31, 26

0.00%

Founders Financial Alliance, LLC

108

Mar 31, 26

0.00%

QUADRANT CAPITAL GROUP LLC

100

Mar 31, 26

0.00%

Clearstead Trust, LLC

Mar 31, 26

-19

0.00%

EASTERN BANK

Mar 31, 26

+74

0.00%

Golden State Equity Partners

Mar 31, 26

+64

0.00%

SIGNATUREFD, LLC

Mar 31, 26

0.00%

Transamerica Financial Advisors, Inc.

Mar 31, 26

-266

0.00%

Front Row Advisors LLC

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

0.00%

OXFORD FINANCIAL GROUP LTD

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

Mar 31, 26

-5

0.00%

MATRIX PRIVATE CAPITAL GROUP LLC

Mar 31, 26

+18

0.00%

Millstone Evans Group, LLC

Mar 31, 26

0.00%

HighMark Wealth Management LLC

Mar 31, 26

0.00%

GAMMA Investing LLC

Mar 31, 26

0.00%

Global Wealth Strategies & Associates

Mar 31, 26

0.00%

Sachetta, LLC

Mar 31, 26

0.00%

Cassaday & Co Wealth Management LLC

Mar 31, 26

0.00%

WOLFF WIESE MAGANA LLC

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

-198

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

HOLDERNESS INVESTMENTS CO

Mar 31, 26

-4.38K

Avantax Planning Partners, Inc.

Mar 31, 26

-4.56K

Key FInancial Inc

Mar 31, 26

-4.37K

Cerity Partners LLC

Mar 31, 26

-7.33K

Wealth Architects, LLC

Mar 31, 26

-4.55K

Fortitude Family Office, LLC

Mar 31, 26

-213

Concurrent Investment Advisors, LLC

Mar 31, 26

-4.53K

FLYNN ZITO CAPITAL MANAGEMENT, LLC

Mar 31, 26

-4.37K

DEUTSCHE BANK AG\

Mar 31, 26

-1.55K

Cape Investment Advisory, Inc.

Mar 31, 26

-15

IEQ CAPITAL, LLC

Mar 31, 26

-11.04K

Tower Research Capital LLC (TRC)

Mar 31, 26

-23

GTS SECURITIES LLC

Mar 31, 26

-7.22K

CREATIVE FINANCIAL DESIGNS INC /ADV

Mar 31, 26

-64

Atomi Financial Group, Inc.

Mar 31, 26

-7.98K

Woodside Wealth Management LLC

Mar 31, 26

-1.07K

RENAISSANCE TECHNOLOGIES LLC

Mar 31, 26

-41.80K

Envestnet Portfolio Solutions, Inc.

Mar 31, 26

-14.96K

NWAM LLC

Mar 31, 26

-27.07K

Fairway Wealth LLC

Mar 31, 26

-80

StoneX Group Inc.

Mar 31, 26

-6.28K

HOWE & RUSLING INC

Mar 31, 26

-157

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

Mar 31, 26

-5.77K

CreativeOne Wealth, LLC

Mar 31, 26

-11.56K

Root Financial Partners, LLC

Mar 31, 26

-130

Buckingham Strategic Partners

Mar 31, 26

-83.54K

Curat Global, LLC

Mar 31, 26

-6.48K

CAPITAL INSIGHT PARTNERS, LLC

267.94K

Dec 31, 25

-26.52K

0.27%

MARYLAND CAPITAL ADVISORS INC.

163.05K

Dec 31, 25

-6.63K

0.17%

Dentgroup LLC

55.05K

Dec 31, 25

-1.41K

0.06%

GREENBERG FINANCIAL GROUP

46.00K

Dec 31, 25

+46.00K

0.05%

Vantage Financial Partners, LLC

26.18K

Dec 31, 25

+295

0.03%

Main Street Financial Solutions, LLC

13.11K

Dec 31, 25

-634

0.01%

Global Retirement Partners, LLC

12.81K

Dec 31, 25

-2.49K

0.01%

COMERICA BANK

9.52K

Dec 31, 25

0.01%

CIBC Private Wealth Group, LLC

784

Dec 31, 25

0.00%

SageView Advisory Group, LLC

439

Dec 31, 25

+439

0.00%

ORG Partners LLC

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-520

Northwest Capital Management Inc

Dec 31, 25

-10.65K

Jarislowsky, Fraser Ltd

44.58K

Sep 30, 25

+12.44K

0.05%

PINNACLE FINANCIAL PARTNERS INC

5.15K

Sep 30, 25

0.01%

Abich Financial Wealth Management LLC

167

Sep 30, 25

+167

0.00%

Pineridge Advisors LLC

112

Sep 30, 25

0.00%

Congress Wealth Management LLC / DE /

32.41K

Jun 30, 25

-964

0.03%

AVANTAX ADVISORY SERVICES, INC.

12.78K

Jun 30, 25

+1.13K

0.01%

Atria Wealth Solutions, Inc.

6.33K

Jun 30, 25

+430

0.01%

Priebe Wealth Holdings LLC

6.12K

Jun 30, 25

0.01%

Iron Horse Wealth Management, LLC

Jun 30, 25

0.00%

Orion Portfolio Solutions, LLC

206.15K

Mar 31, 25

-354

0.21%

Cable Hill Partners, LLC

18.70K

Mar 31, 25

+2.17K

0.02%

Michael A. Dubis Financial Planning, LLC

18.25K

Mar 31, 25

-170

0.02%

Delta Financial Group, Inc.

16.68K

Mar 31, 25

-3.64K

0.02%

Spectrum Wealth Counsel, LLC

4.80K

Mar 31, 25

0.00%

Wellington Wealth Strategies, LLC.

Dec 31, 24

-8.80K

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-532

Raymond James Financial Services Advisors, Inc.

1.50M

Sep 30, 24

+908.86K

1.53%

RAYMOND JAMES & ASSOCIATES

360.50K

Sep 30, 24

-808.35K

0.37%

BOSTON MOUNTAIN MONEY MANAGEMENT INC

166.72K

Sep 30, 24

+9.27K

0.17%

GYL FINANCIAL SYNERGIES, LLC

17.70K

Sep 30, 24

-27.27K

0.02%

RAYMOND JAMES TRUST N.A.

13.23K

Sep 30, 24

-2.53K

0.01%

NORTHWEST INVESTMENT COUNSELORS, LLC

2.66K

Sep 30, 24

+2.66K

0.00%

FinTrust Capital Advisors, LLC

265

Sep 30, 24

0.00%

BlackRock Inc.

1.78M

Jun 30, 24

+472.85K

1.82%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

49.51K

Jun 30, 24

-245

0.05%

BUCKINGHAM STRATEGIC WEALTH, LLC

13.15K

Jun 30, 24

-1.47K

0.01%

Relative Value Partners Group, LLC

Jun 30, 24

-6.87K

Cetera Advisor Networks LLC

64.33K

Mar 31, 24

-7.07K

0.07%

Cetera Advisors LLC

10.40K

Mar 31, 24

+10.40K

0.01%

InterOcean Capital Group, LLC

9.76K

Mar 31, 24

-17.90K

0.01%

Kopp LeRoy C

2.02K

Mar 31, 24

+2.02K

0.00%

Retirement Group, LLC

Mar 31, 24

0.00%

LWS Wealth Advisors, Inc.

160.75K

Dec 31, 23

+10.31K

0.16%

WEALTHSOURCE PARTNERS, LLC

6.41K

Dec 31, 23

+186

0.01%

Bartlett & Co. LLC

1.36K

Dec 31, 23

+10

0.00%

Baystate Wealth Management LLC

Dec 31, 23

0.00%

Windsor Group LTD

145.68K

Sep 30, 23

-3.79K

0.15%

BerganKDV Wealth Management, LLC

157.85K

Jun 30, 23

+8.26K

0.16%

BDO Wealth Advisors, LLC

684

Jun 30, 23

0.00%

First Capital Advisors Group, LLC.

Jun 30, 23

0.00%

Baldrige Asset Management LLC

3.95K

Mar 31, 23

+11

0.00%

Newman & Schimel, LLC

814.67K

Dec 31, 22

-27.91K

0.83%

Laurel Wealth Advisors, Inc.

53.80K

Dec 31, 22

+8.82K

0.05%

FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC

43.28K

Dec 31, 22

+18.03K

0.04%

F3Logic, LLC

4.65K

Dec 31, 22

-84.86K

0.00%

Gallagher Benefit Services, Inc.

4.65K

Dec 31, 22

+4.65K

0.00%

Sargent Bickham Lagudis LLC

Dec 31, 22

-73

FourThought Financial, LLC

56.93K

Sep 30, 22

-4.19K

0.06%

Karp Capital Management Corp

40.98K

Sep 30, 22

-4.39K

0.04%

Beaumont Financial Partners, LLC

9.54K

Sep 30, 22

+20

0.01%

American Portfolios Advisors

2.53K

Sep 30, 22

+2.53K

0.00%

KerberRose Wealth Management, LLC

53.97K

Jun 30, 22

+53.97K

0.06%

B. Riley Wealth Management, Inc.

27.24K

Jun 30, 22

-3.37K

0.03%

Pinnacle Private Wealth, LLC

10.94K

Jun 30, 22

0.01%

HC FINANCIAL ADVISORS INC

507

Jun 30, 22

0.00%

Private Capital Group, LLC

Jun 30, 22

-5.68K

PALLADIUM PARTNERS LLC

177.25K

Mar 31, 22

-2.71K

0.18%

CAPITAL ONE FINANCIAL CORP

Mar 31, 22

-13.48K

EXELON CORP

46.46K

Dec 31, 21

+46.46K

0.05%

QUEST CAPITAL MANAGEMENT INC /ADV

16.70K

Dec 31, 21

-790

0.02%

Asset Planning Services, Ltd.

11.80K

Dec 31, 21

0.01%

Carroll Financial Associates, Inc.

3.56K

Dec 31, 21

-224.99K

0.00%

NEXT Financial Group, Inc

Dec 31, 21

-22.82K

INVESTMENT SECURITY GROUP INC /CO/ /ADV

723.80K

Sep 30, 21

+32.45K

0.74%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

123.23K

Sep 30, 21

-1.01K

0.13%

LEVEL FOUR FINANCIAL, LLC

73.87K

Sep 30, 21

-809

0.08%

Ameritas Investment Company, LLC

12.31K

Sep 30, 21

+4.43K

0.01%

Homrich & Berg

11.54K

Sep 30, 21

0.01%

Strategic Wealth Management Group, LLC

46.83K

Jun 30, 21

+972

0.05%

Stewardship Financial Advisors, LLC

Mar 31, 21

-1.26K

0.00%

HORAN CAPITAL MANAGEMENT

364.61K

Dec 31, 20

+9.30K

0.37%

Shone Asset Management LLC

40.34K

Dec 31, 20

+728

0.04%

ROWLAND CARMICHAEL ADVISORS INC /ADV

15.60K

Dec 31, 20

-37.38K

0.02%

SVA Wealth Management, LLC

5.95K

Dec 31, 20

+1.94K

0.01%

Wealthspire Advisors, L.P.

47.68K

Sep 30, 20

+2.71K

0.05%

Capstone Financial Group, Inc.

452

Sep 30, 20

0.00%

BRINKER CAPITAL INC

125.74K

Jun 30, 20

-5.13K

0.13%

Squar Milner Financial Services LLC

Mar 31, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

1.57M

Dec 31, 19

-9.17K

1.61%

Advisor Group, Inc.

33.29K

Dec 31, 19

+6.63K

0.03%

MADRONA FUNDS, LLC

63.35K

Sep 30, 19

+63.35K

0.06%

AMERICAN ECONOMIC PLANNING GROUP INC /ADV

28.45K

Sep 30, 19

-4.20K

0.03%

BB&T SECURITIES, LLC

27.36K

Sep 30, 19

+2.65K

0.03%

SUNTRUST BANKS INC

9.44K

Sep 30, 19

+9.44K

0.01%

BIEGEL & WALLER LLC

5.58K

Sep 30, 19

0.01%

MRA Associates USA LLC

489

Sep 30, 19

+489

0.00%

HL FINANCIAL SERVICES LLC

4.55K

Mar 31, 19

0.00%

WealthTrust-Arizona, LLC

2.71K

Dec 31, 18

-554

0.00%

Vantage Investment Advisors, LLC

601

Sep 30, 18

-32

0.00%

RAND WEALTH, LLC

Sep 30, 18

-31.01K

Windhaven Investment Management, Inc.

8.88M

Mar 31, 18

+8.88M

9.07%

WealthShield, LLC

158

Dec 31, 17

+158

0.00%

Cornerstone Financial Partners, LLC

Dec 31, 17

-40.93K

Commonwealth Equity Services, Inc

127.94K

Jun 30, 17

+23.15K

0.13%

RONALD BLUE & CO LLC

14.83K

Jun 30, 17

+6.28K

0.02%

Virtu KCG Holdings LLC

6.68K

Jun 30, 17

+751

0.01%

WFG Advisors, LP

442

Jun 30, 17

+78

0.00%

Parasol Investment Management, LLC

143.53K

Mar 31, 17

+97.38K

0.15%

GRAY FINANCIAL GROUP /GA /ADV /ADV

229.90K

Dec 31, 16

0.23%

MSI Financial Services Inc

3.26K

Dec 31, 16

-1.03K

0.00%

Edmond de Rothschild (Europe)

4.48K

Sep 30, 16

+1.98K

0.00%

MONTAGE INVESTMENTS, LLC

Sep 30, 16

+81

0.00%

NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION

29.62K

Dec 31, 15

0.03%

MANAGED ACCOUNT ADVISORS LLC

271

Jun 30, 15

+128

0.00%

UBS AG

539

Sep 30, 14

-32

0.00%

Jane Street Holding, LLC

Dec 31, 13

-11.86K

KNIGHT CAPITAL GROUP LLC

10.09K

Jun 30, 13

+92

0.01%