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

Top 553 Institutional Holders
HolderSharesDateChange% Held
Acorns Advisers, LLC12.77MJun 30, 26+946.67K12.13%
BlackRock, Inc.7.76MJun 30, 26+2.03M7.37%
STATE OF WISCONSIN INVESTMENT BOARD5.55MJun 30, 26+134.70K5.27%
Sixth Street Partners Management Company, L.P.2.63MJun 30, 26+2.63M2.49%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2.63MJun 30, 26+56.36K2.49%
Triad Wealth Partners, LLC2.60MJun 30, 26+2.60M2.47%
RAYMOND JAMES FINANCIAL INC2.42MJun 30, 26+131.96K2.30%
JONES FINANCIAL COMPANIES LLLP2.06MJun 30, 26+294.90K1.96%
Mariner, LLC1.41MJun 30, 26+88.64K1.34%
SPINNAKER TRUST1.37MJun 30, 26-9.85K1.30%
Townsend & Associates, Inc1.24MJun 30, 26+35.06K1.18%
CAHABA WEALTH MANAGEMENT, INC.1.21MJun 30, 26+84.94K1.15%
LJI Wealth Management, LLC1.20MJun 30, 26+1.18M1.14%
Seven Springs Wealth Group, LLC1.14MJun 30, 26-212.16K1.09%
Financial Solutions Advisory Group, Inc.1.12MJun 30, 26-59.48K1.07%
MORGAN STANLEY1.12MJun 30, 26+186.95K1.06%
Prosperity Planning, Inc.1.10MJun 30, 26+80.41K1.04%
Trust Point Inc.1.10MJun 30, 26+3.33K1.04%
Apella Capital, LLC1.09MJun 30, 26+137.17K1.03%
UBS Group AG984.00KJun 30, 26+42.64K0.94%
JPMORGAN CHASE & CO967.74KJun 30, 26-19.11K0.92%
BANK OF AMERICA CORP /DE/941.48KJun 30, 26+20.79K0.89%
MBL Wealth, LLC874.82KJun 30, 26+40.10K0.83%
LPL Financial LLC852.55KJun 30, 26-33.57K0.81%
BARTLETT & CO. WEALTH MANAGEMENT LLC852.45KJun 30, 26+111.14K0.81%
WELLS FARGO & COMPANY/MN711.80KJun 30, 26+26.86K0.68%
FPC INVESTMENT ADVISORY, INC.688.51KJun 30, 26+35.03K0.65%
AMERIPRISE FINANCIAL INC674.03KJun 30, 26-55.01K0.64%
Destination Wealth Management644.17KJun 30, 26+11.49K0.61%
Geneos Wealth Management Inc.612.14KJun 30, 26+30.96K0.58%
ENVESTNET ASSET MANAGEMENT INC609.93KJun 30, 26+52.47K0.58%
Courage Miller Partners, LLC594.28KJun 30, 26+24.41K0.56%
CIM, LLC553.49KJun 30, 26+1.72K0.53%
PITTENGER & ANDERSON INC552.51KJun 30, 26+10.84K0.53%
ROYAL BANK OF CANADA543.04KJun 30, 26+18.09K0.52%
Abundance Wealth Counselors506.33KJun 30, 26+260.00K0.48%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC499.85KJun 30, 26+21.79K0.47%
Bank of New York Mellon Corp443.09KJun 30, 26+3.19K0.42%
Beacon Pointe Advisors, LLC442.76KJun 30, 26-6.77K0.42%
CLEAR WAVE WEALTH MANAGEMENT LLC440.39KJun 30, 26+28.32K0.42%
Opal Wealth Advisors, LLC414.93KJun 30, 26-1.17K0.39%
CLUNE & ASSOCIATES, LTD.407.28KJun 30, 26+133.16K0.39%
WEALTH MANAGEMENT RESOURCES, INC.359.26KJun 30, 26+29.22K0.34%
Omega Financial Group, LLC343.68KJun 30, 26+18.06K0.33%
IRON Financial LLC329.73KJun 30, 26-8380.31%
Brinker Capital Investments, LLC328.25KJun 30, 26+49.83K0.31%
Alexander Randolph Advisory, Inc.328.04KJun 30, 26+13.19K0.31%
Lakeridge Wealth Management LLC318.55KJun 30, 26+73.33K0.30%
COMMONWEALTH EQUITY SERVICES, LLC294.77KJun 30, 26+157.12K0.28%
FIDUCIARY ADVISORS, INC.270.98KJun 30, 26+17.49K0.26%
Wescott Financial Advisory Group, LLC262.34KJun 30, 26+17.04K0.25%
Buttonwood Financial Advisors Inc.261.38KJun 30, 26-36.81K0.25%
Ballast Financial Advisors LLC248.05KJun 30, 26+23.43K0.24%
MML INVESTORS SERVICES, LLC228.65KJun 30, 26+62.98K0.22%
Fonville Wealth Management LLC226.57KJun 30, 26+6.41K0.22%
KEYBANK NATIONAL ASSOCIATION/OH221.16KJun 30, 26+25.64K0.21%
Crestwood Advisors Group LLC217.19KJun 30, 26+16.12K0.21%
GOLDMAN SACHS GROUP INC213.39KJun 30, 26-177.05K0.20%
EP Wealth Advisors, LLC210.76KJun 30, 26-55.72K0.20%
BECKER CAPITAL MANAGEMENT INC200.82KJun 30, 26--0.19%
SPIRIT OF AMERICA MANAGEMENT CORP/NY195.08KJun 30, 26+190.52K0.19%
KFA Private Wealth Group, LLC191.07KJun 30, 26+30.61K0.18%
Cambridge Investment Research Advisors, Inc.189.26KJun 30, 26+7.71K0.18%
MORRIS FINANCIAL CONCEPTS, INC.185.88KJun 30, 26-3.04K0.18%
NATIXIS ADVISORS, L.P.184.11KJun 30, 26+50.08K0.17%
Cetera Investment Advisers178.54KJun 30, 26-3.22K0.17%
ADVISOR GROUP HOLDINGS, INC.176.90KJun 30, 26-11.12K0.17%
Johnson Financial Group, Inc.165.40KJun 30, 26-393.62K0.16%
MARYLAND CAPITAL ADVISORS INC.159.14KJun 30, 26+159.14K0.15%
Independence Financial Advisors, LLC152.85KJun 30, 26-3.37K0.15%
Hoxton Planning & Management, LLC151.83KJun 30, 26-10.10K0.14%
JGP Wealth Management, LLC150.06KJun 30, 26+2.89K0.14%
WASHINGTON TRUST BANK146.95KJun 30, 26+60.96K0.14%
STERLING INVESTMENT ADVISORS LLC /ADV144.94KJun 30, 26+3.36K0.14%
Values First Advisors, Inc.144.74KJun 30, 26+4.47K0.14%
Creative Planning143.80KJun 30, 26-3.85K0.14%
PRINCIPAL SECURITIES, INC.141.61KJun 30, 26+6.62K0.13%
COREPATH WEALTH PARTNERS LLC140.92KJun 30, 26+6.33K0.13%
Townsend Financial Planning, LLC140.08KJun 30, 26+6.91K0.13%
Equitable Holdings, Inc.132.99KJun 30, 26+9.12K0.13%
Gilbert Capital Group, Inc.131.01KJun 30, 26-15.57K0.12%
Providence First Trust Co130.59KJun 30, 26--0.12%
1832 Asset Management L.P.126.12KJun 30, 26+20.57K0.12%
CGN Advisors LLC123.90KJun 30, 26-18.14K0.12%
SEEDS INVESTOR LLC123.85KJun 30, 26+10.12K0.12%
Brio Consultants, LLC123.40KJun 30, 26+1800.12%
Baker Ellis Asset Management LLC120.89KJun 30, 26-12.28K0.11%
AtlasMark Financial, Inc115.40KJun 30, 26+23.79K0.11%
Kestra Advisory Services, LLC114.84KJun 30, 26-3.46K0.11%
Steward Partners Investment Advisory, LLC112.07KJun 30, 26-6940.11%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC111.01KJun 30, 26+28.21K0.11%
eCIO, Inc.107.86KJun 30, 26+48.67K0.10%
Cranbrook Wealth Management, LLC107.69KJun 30, 26-8.43K0.10%
PLANNING DIRECTIONS INC105.79KJun 30, 26+10.15K0.10%
Cannon Financial Strategists, Inc.103.21KJun 30, 26+1.10K0.10%
McClarren Financial Advisors, Inc.102.77KJun 30, 26+6.93K0.10%
C M BIDWELL & ASSOCIATES LTD101.63KJun 30, 26+9850.10%
Lutz Financial Services LLC96.23KJun 30, 26+1.32K0.09%
HighTower Advisors, LLC93.34KJun 30, 26-11.85K0.09%
PHILLIPS FINANCIAL MANAGEMENT, LLC92.56KJun 30, 26-34.09K0.09%
BLUESTEM FINANCIAL ADVISORS, LLC92.22KJun 30, 26-1.98K0.09%
MAIMON WEALTH MANAGEMENT LTD.92.16KJun 30, 26+6.40K0.09%
PEOPLES BANK /OH88.53KJun 30, 26+13.06K0.08%
Koss-Olinger Consulting, LLC87.58KJun 30, 26-219.42K0.08%
Buckingham Strategic Partners85.19KJun 30, 26+85.19K0.08%
BCM ADVISORS, LLC84.99KJun 30, 26+14.35K0.08%
BANK OF MONTREAL /CAN/84.64KJun 30, 26+13.02K0.08%
Investment Advisory Group, LLC83.82KJun 30, 26+3150.08%
Samalin Investment Counsel, LLC82.36KJun 30, 26+22.72K0.08%
NewEdge Advisors, LLC79.68KJun 30, 26+13.81K0.08%
SHEETS SMITH WEALTH MANAGEMENT77.61KJun 30, 26+7.46K0.07%
MERCER GLOBAL ADVISORS INC /ADV77.27KJun 30, 26+29.30K0.07%
PLANWISER FINANCIAL, LLC75.40KJun 30, 26+6.69K0.07%
Valmark Advisers, Inc.75.07KJun 30, 26+6.24K0.07%
Summit Wealth Partners, LLC74.73KJun 30, 26+2140.07%
MATHER GROUP, LLC.73.20KJun 30, 26-1.68K0.07%
CITY HOLDING CO71.92KJun 30, 26+9.24K0.07%
ARKANSAS FINANCIAL GROUP, INC.71.61KJun 30, 26-7810.07%
Allworth Financial LP70.89KJun 30, 26-4.22K0.07%
Shepherd Street Advisors LLC65.36KJun 30, 26-4.94K0.06%
Fiduciary Group LLC61.00KJun 30, 26-5.00K0.06%
Lineweaver Wealth Advisors, LLC60.47KJun 30, 26+2.01K0.06%
Resources Investment Advisors, LLC.59.70KJun 30, 26+7050.06%
MKT Advisors LLC59.45KJun 30, 26+4.54K0.06%
BCGM Wealth Management, LLC56.37KJun 30, 26+2.55K0.05%
Sunesis Advisors, LLC55.02KJun 30, 26+55.02K0.05%
Richard W. Paul & Associates, LLC52.97KJun 30, 26+7690.05%
Merit Financial Group, LLC52.39KJun 30, 26+16.46K0.05%
Wealth Dimensions Group, Ltd.51.42KJun 30, 26+2150.05%
LEAVELL INVESTMENT MANAGEMENT, INC.51.05KJun 30, 26+14.11K0.05%
Turn8 Private Wealth Inc.50.18KJun 30, 26-23.92K0.05%
Stone House Investment Management, LLC49.86KJun 30, 26+1.12K0.05%
Smithfield Trust Co49.79KJun 30, 26--0.05%
PNC FINANCIAL SERVICES GROUP, INC.49.58KJun 30, 26-4.77K0.05%
Argent Advisors, Inc.48.83KJun 30, 26+1.31K0.05%
COLDSTREAM CAPITAL MANAGEMENT INC47.38KJun 30, 26-25.00K0.05%
VestGen Advisors, LLC45.17KJun 30, 26+11.26K0.04%
Chatterton & Associates Inc.45.02KJun 30, 26-1.70K0.04%
TD Capital Management LLC43.00KJun 30, 26-2.24K0.04%
Eukles Asset Management42.93KJun 30, 26+3.14K0.04%
XY Planning Network, Inc.42.59KJun 30, 26+10.42K0.04%
Park Place Capital Corp41.29KJun 30, 26-7200.04%
Colony Group, LLC39.82KJun 30, 26+2.00K0.04%
Horizon Family Wealth, Inc.39.11KJun 30, 26+4190.04%
Sound View Wealth Advisors Group, LLC37.96KJun 30, 26-1.38K0.04%
Goldstone Financial Group, LLC37.16KJun 30, 26-8000.04%
NATIONAL BANK OF CANADA /FI/36.97KJun 30, 26-8810.04%
Betterment LLC36.55KJun 30, 26+2340.03%
PDS Planning, Inc36.50KJun 30, 26-4.52K0.03%
Farther Finance Advisors, LLC36.10KJun 30, 26+1500.03%
Rockbridge Investment Management, LCC34.14KJun 30, 26-1.23K0.03%
J.W. COLE ADVISORS, INC.34.13KJun 30, 26+2260.03%
KESTRA PRIVATE WEALTH SERVICES, LLC32.64KJun 30, 26+3.86K0.03%
SOUTH PLAINS FINANCIAL, INC.31.53KJun 30, 26--0.03%
Per Stirling Capital Management, LLC.31.10KJun 30, 26+1.20K0.03%
FC Advisory LLC30.60KJun 30, 26+1560.03%
Baird Financial Group, Inc.30.02KJun 30, 26+1.08K0.03%
Bellwether Advisors, LLC29.89KJun 30, 26+1.08K0.03%
VICUS CAPITAL29.81KJun 30, 26+2.57K0.03%
SRS Capital Advisors, Inc.29.52KJun 30, 26+20.48K0.03%
Joseph Group Capital Management29.25KJun 30, 26-3.80K0.03%
HARMONY ASSET MANAGEMENT LLC27.80KJun 30, 26+21.25K0.03%
Strategic Financial Partners, Ltd.27.28KJun 30, 26-187.04K0.03%
Wealthfront Advisers LLC26.84KJun 30, 26-6880.03%
Advisory Services Network, LLC26.29KJun 30, 26-4600.02%
Darden Wealth Group Inc26.13KJun 30, 26-2250.02%
Wealthspire Advisors, LLC25.90KJun 30, 26-97.65K0.02%
BLUE JEAN FINANCIAL LLC25.70KJun 30, 26+3.42K0.02%
LUTS & GREENLEIGH GROUP, INC25.58KJun 30, 26-820.02%
Commonwealth Financial Services, LLC25.36KJun 30, 26+7360.02%
SHP Wealth Management25.16KJun 30, 26-12.29K0.02%
Main Street Research LLC24.59KJun 30, 26+5340.02%
Quad-Cities Investment Group, LLC24.35KJun 30, 26+9880.02%
Essex Financial Services, Inc.23.83KJun 30, 26+1.90K0.02%
RIK SAYLOR FINANCIAL, INC.23.27KJun 30, 26-2.97K0.02%
Keystone Financial Group, Inc.22.87KJun 30, 26-2800.02%
WIN ADVISORS, INC22.62KJun 30, 26+22.62K0.02%
Vantage Point Financial LLC22.29KJun 30, 26+22.29K0.02%
Essex Savings Bank22.23KJun 30, 26+16.75K0.02%
Weaver Consulting Group22.02KJun 30, 26+7.70K0.02%
HHM Wealth Advisors, LLC21.60KJun 30, 26-7310.02%
Aptus Capital Advisors, LLC21.36KJun 30, 26+5.23K0.02%
HILL ISLAND FINANCIAL LLC21.08KJun 30, 26+1.10K0.02%
BEACON HILL WEALTH MANAGEMENT LTD.20.94KJun 30, 26+20.94K0.02%
Center for Financial Planning, Inc.20.84KJun 30, 26--0.02%
MAI Capital Management20.56KJun 30, 26-660.02%
STIFEL FINANCIAL CORP19.79KJun 30, 26-2.46K0.02%
Columbus Macro, LLC19.48KJun 30, 26+1360.02%
Pine Haven Investment Counsel, Inc18.65KJun 30, 26+500.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO18.45KJun 30, 26+1.90K0.02%
Integrated Wealth Concepts LLC18.36KJun 30, 26-1.02K0.02%
SHRIER WEALTH MANAGEMENT, LLC18.32KJun 30, 26+2740.02%
ABLE Financial Group, LLC17.91KJun 30, 26--0.02%
Miracle Mile Advisors, LLC17.86KJun 30, 26-1.53K0.02%
HARBOUR INVESTMENTS, INC.17.80KJun 30, 26-1090.02%
PARK AVENUE SECURITIES LLC17.67KJun 30, 26+1.95K0.02%
Baker Avenue Asset Management, LP17.65KJun 30, 26-3.48K0.02%
US BANCORP \DE\17.39KJun 30, 26+4570.02%
TD Waterhouse Canada Inc.17.30KJun 30, 26-2.46K0.02%
Janney Montgomery Scott LLC17.18KJun 30, 26-1.55K0.02%
HEADINVEST, LLC16.81KJun 30, 26--0.02%
Rather & Kittrell, Inc.16.54KJun 30, 26+510.02%
Berger Financial Group, Inc16.40KJun 30, 26+1120.02%
Stone Point Wealth LLC16.20KJun 30, 26+16.20K0.02%
Mutual Advisors, LLC16.04KJun 30, 26-840.02%
Ironwood Investment Counsel, LLC16.03KJun 30, 26-1.63K0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP15.62KJun 30, 26-355.76K0.01%
PFG Advisors15.58KJun 30, 26-5400.01%
Copper Harbor Investment Advisors, LLC15.46KJun 30, 26+15.46K0.01%
Simplicity Wealth,LLC15.38KJun 30, 26+15.38K0.01%
Sunburst Financial Group, LLC15.00KJun 30, 26-280.01%
Lido Advisors, LLC14.95KJun 30, 26+14.95K0.01%
First PREMIER Bank14.92KJun 30, 26-2.05K0.01%
McKinley Carter Wealth Services, Inc.14.90KJun 30, 26-3420.01%
Avidian Wealth Solutions, LLC14.69KJun 30, 26-430.01%
Private Advisor Group, LLC14.04KJun 30, 26-9.62K0.01%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV14.03KJun 30, 26--0.01%
Western Wealth Management, LLC14.00KJun 30, 26-1.56K0.01%
Eaton Financial Holdings Company, LLC13.40KJun 30, 26-2.28K0.01%
DORVAL Corp13.29KJun 30, 26-1.15K0.01%
Evensky & Katz LLC13.26KJun 30, 26+140.01%
Opus Capital Group, LLC12.79KJun 30, 26-1.85K0.01%
Rooted Wealth Advisors, Inc.12.71KJun 30, 26-5.31K0.01%
Mine & Arao Wealth Creation & Management, LLC.12.69KJun 30, 26+530.01%
Global Retirement Partners, LLC12.61KJun 30, 26+12.61K0.01%
Arete Wealth Advisors, LLC12.47KJun 30, 26+3620.01%
CAPTRUST FINANCIAL ADVISORS12.40KJun 30, 26-5710.01%
Godfrey Financial Associates, Inc.12.34KJun 30, 26+490.01%
Beacon Financial Advisory LLC11.64KJun 30, 26-2480.01%
THRIVENT FINANCIAL FOR LUTHERANS11.57KJun 30, 26-3.96K0.01%
Commerce Advisors, LLC11.19KJun 30, 26+3840.01%
BLAIR WILLIAM & CO/IL11.07KJun 30, 26+1110.01%
Main Street Financial Solutions, LLC11.06KJun 30, 26-7500.01%
Chicago Partners Investment Group LLC10.95KJun 30, 26+1060.01%
SigFig Wealth Management, LLC10.56KJun 30, 26+1.79K0.01%
M Holdings Securities, Inc.10.55KJun 30, 26+10.55K0.01%
Diversified Portfolios, Inc.10.48KJun 30, 26--0.01%
HB Wealth Management, LLC10.43KJun 30, 26+1.19K0.01%
Global Financial Private Client, LLC10.42KJun 30, 26--0.01%
Aviance Capital Partners, LLC10.21KJun 30, 26-220.01%
CALTON & ASSOCIATES, INC.9.96KJun 30, 26-2950.01%
OneAscent Financial Services LLC9.96KJun 30, 26+2930.01%
CI Private Wealth, LLC9.66KJun 30, 26+340.01%
FLAGSHIP HARBOR ADVISORS, LLC9.46KJun 30, 26+5.30K0.01%
Vise Technologies, Inc.9.43KJun 30, 26+9.43K0.01%
TOCQUEVILLE ASSET MANAGEMENT L.P.9.40KJun 30, 26--0.01%
Rede Wealth, LLC9.06KJun 30, 26-2240.01%
OSTERWEIS CAPITAL MANAGEMENT INC9.00KJun 30, 26--0.01%
Legacy Capital Wealth Partners, LLC8.87KJun 30, 26--0.01%
FIFTH THIRD BANCORP8.63KJun 30, 26+350.01%
OPPENHEIMER & CO INC8.63KJun 30, 26-11.78K0.01%
Talisman Wealth Advisors LLC8.48KJun 30, 26+8.48K0.01%
Ashton Thomas Private Wealth, LLC8.48KJun 30, 26-3.21K0.01%
Arkadios Wealth Advisors8.46KJun 30, 26+8.46K0.01%
Pensionmark Financial Group, LLC8.30KJun 30, 26+9020.01%
Guidance Point Advisors, LLC8.27KJun 30, 26+1.90K0.01%
ACCREDITED INVESTOR SERVICES, LLC8.11KJun 30, 26-1.78K0.01%
TRUIST FINANCIAL CORP7.99KJun 30, 26-2.28K0.01%
MATTERN CAPITAL MANAGEMENT, LLC7.86KJun 30, 26--0.01%
SC&H Financial Advisors, Inc.7.45KJun 30, 26+410.01%
JANE STREET GROUP, LLC7.44KJun 30, 26-149.50K0.01%
Summit Financial, LLC7.22KJun 30, 26+830.01%
Garde Capital, Inc.7.19KJun 30, 26--0.01%
LEVEL FOUR ADVISORY SERVICES, LLC7.17KJun 30, 26-120.01%
Kelman-Lazarov, Inc.7.14KJun 30, 26+760.01%
Prospera Financial Services Inc7.11KJun 30, 26-530.01%
Rossby Financial, LCC6.90KJun 30, 26+2.46K0.01%
Pearl Planning LLC6.88KJun 30, 26--0.01%
Schwab Charitable Fund6.74KJun 30, 26+1.03K0.01%
Kingsview Wealth Management, LLC6.63KJun 30, 26+9570.01%
Hudson Capital Management LLC6.59KJun 30, 26-1020.01%
SFMG, LLC6.58KJun 30, 26+1650.01%
Level Wealth Management LLC6.57KJun 30, 26--0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC6.32KJun 30, 26+20.01%
ELEVATE WEALTH ADVISORY, INC6.31KJun 30, 26+1450.01%
Parkwoods Wealth Partners, LLC6.29KJun 30, 26+6.29K0.01%
Colonial Trust Advisors6.25KJun 30, 26-3040.01%
Rockefeller Capital Management L.P.6.25KJun 30, 26+5540.01%
Ronald Blue Trust, Inc.6.18KJun 30, 26+2660.01%
SeaBridge Investment Advisors LLC6.15KJun 30, 26--0.01%
Wealthcare Capital Partners, LLC6.11KJun 30, 26+6.11K0.01%
TrueWealth Financial Partners6.10KJun 30, 26-4240.01%
Christensen, King & Associates Investment Services, Inc.6.07KJun 30, 26--0.01%
SlateStone Wealth, LLC6.00KJun 30, 26+6.00K0.01%
Wagner Wealth Management, LLC5.97KJun 30, 26+5.97K0.01%
CHOREO, LLC5.95KJun 30, 26-1.89K0.01%
Sigma Planning Corp5.81KJun 30, 26-1.40K0.01%
Parsonex Advisory Services, Inc.5.80KJun 30, 26-1780.01%
Rehmann Capital Advisory Group5.73KJun 30, 26-4940.01%
STEPHEN J. GARRY & ASSOCIATES, LLC5.64KJun 30, 26--0.01%
GUERRA PAN ADVISORS, LLC5.60KJun 30, 26+200.01%
WBH ADVISORY INC5.57KJun 30, 26+5.57K0.01%
PFS Partners, LLC5.43KJun 30, 26--0.01%
MONEY CONCEPTS CAPITAL CORP5.32KJun 30, 26--0.01%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV5.29KJun 30, 26-2500.01%
WILEY BROS.-AINTREE CAPITAL, LLC5.18KJun 30, 26-2970.00%
MAGNOLIA CAPITAL ADVISORS LLC5.15KJun 30, 26-800.00%
Wealth Forward, LLC5.04KJun 30, 26--0.00%
SILVERLAKE WEALTH MANAGEMENT LLC5.03KJun 30, 26-940.00%
BCS Private Wealth Management, Inc.5.00KJun 30, 26--0.00%
Life Planning Partners, Inc4.98KJun 30, 26--0.00%
CIDEL ASSET MANAGEMENT INC4.88KJun 30, 26-5500.00%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.4.87KJun 30, 26--0.00%
Prosperity Consulting Group, LLC4.82KJun 30, 26+550.00%
CENTAURUS FINANCIAL, INC.4.79KJun 30, 26-430.00%
LVZ, Inc.4.68KJun 30, 26-6550.00%
Root Financial Partners, LLC4.64KJun 30, 26+4.64K0.00%
Strategic Blueprint, LLC4.61KJun 30, 26+4.61K0.00%
FIFTH THIRD SECURITIES, INC.4.61KJun 30, 26+4400.00%
Onyx Bridge Wealth Group LLC4.59KJun 30, 26--0.00%
Prime Capital Investment Advisors, LLC4.59KJun 30, 26--0.00%
Sound Stewardship, LLC4.56KJun 30, 26+4.56K0.00%
Affinity Capital Advisors, LLC4.50KJun 30, 26+3250.00%
WEST PACES ADVISORS INC.4.43KJun 30, 26-6730.00%
BRANDYWINE OAK PRIVATE WEALTH LLC4.39KJun 30, 26+1980.00%
Zhang Financial LLC4.33KJun 30, 26+90.00%
TWO SIGMA SECURITIES, LLC4.30KJun 30, 26-4.39K0.00%
First Heartland Consultants, Inc.4.23KJun 30, 26+40.00%
HOHIMER WEALTH MANAGEMENT, LLC4.21KJun 30, 26-1830.00%
Summa Corp.4.20KJun 30, 26--0.00%
BFSG, LLC3.74KJun 30, 26+40.00%
AlphaCore Capital LLC3.49KJun 30, 26-7.79K0.00%
ASSETMARK, INC3.34KJun 30, 26-1210.00%
Security National Bank3.23KJun 30, 26-1.03K0.00%
Colonial Trust Co / SC3.20KJun 30, 26-2500.00%
ROTHSCHILD INVESTMENT LLC3.10KJun 30, 26--0.00%
FAS Wealth Partners, Inc.2.53KJun 30, 26+30.00%
FMR LLC2.43KJun 30, 26-3.28K0.00%
BURKETT FINANCIAL SERVICES, LLC2.40KJun 30, 26+1.50K0.00%
Banque Transatlantique SA2.34KJun 30, 26+2100.00%
Kopp Family Office, LLC2.17KJun 30, 26--0.00%
Crews Bank & Trust2.01KJun 30, 26--0.00%
IMA Wealth, Inc.1.96KJun 30, 26+1.96K0.00%
AE Wealth Management LLC1.96KJun 30, 26-9400.00%
Smartleaf Asset Management LLC1.75KJun 30, 26--0.00%
Parallel Advisors, LLC1.73KJun 30, 26-1.87K0.00%
WealthShield Partners, LLC1.69KJun 30, 26-4830.00%
Greykasell Wealth Strategies, Inc.1.65KJun 30, 26-45.23K0.00%
VALLEY NATIONAL ADVISERS INC1.57KJun 30, 26-170.00%
Midwest Capital Advisors, LLC1.56KJun 30, 26--0.00%
Miller Capital Partners, Inc.1.29KJun 30, 26-1.34K0.00%
IFG Advisory, LLC1.27KJun 30, 26+1.27K0.00%
IFP Advisors, Inc1.25KJun 30, 26+7600.00%
Strive Financial Group ,LLC1.21KJun 30, 26-410.00%
Federation des caisses Desjardins du Quebec1.11KJun 30, 26--0.00%
Archer Investment Corp1.11KJun 30, 26--0.00%
Pinnacle Wealth Planning Services, Inc.1.10KJun 30, 26--0.00%
SALEM INVESTMENT COUNSELORS INC1.03KJun 30, 26--0.00%
FRANKLIN RESOURCES INC994Jun 30, 26+4190.00%
Bogart Wealth, LLC992Jun 30, 26--0.00%
Spire Wealth Management875Jun 30, 26-4580.00%
Medallion Wealth Advisors, LLC832Jun 30, 26+4630.00%
NBC SECURITIES, INC.760Jun 30, 26--0.00%
CULLEN/FROST BANKERS, INC.728Jun 30, 26+80.00%
Walsh & Associates, LLC670Jun 30, 26+6700.00%
Longview Financial Advisors LLC619Jun 30, 26--0.00%
Glass Jacobson Investment Advisors llc540Jun 30, 26--0.00%
Pacifica Partners Inc.510Jun 30, 26--0.00%
Ancora Advisors, LLC493Jun 30, 26+3500.00%
CVA Family Office, LLC446Jun 30, 26--0.00%
VIMA LLC319Jun 30, 26+3190.00%
VANGUARD ADVISERS INC309Jun 30, 26--0.00%
Golden State Wealth Management, LLC304Jun 30, 26-3750.00%
Buck Wealth Strategies, LLC265Jun 30, 26+2650.00%
General Partner, Inc.255Jun 30, 26--0.00%
FIRST HORIZON CORP200Jun 30, 26+2000.00%
Capital Analysts, LLC187Jun 30, 26--0.00%
FIDUCIARY FINANCIAL ADVISORS180Jun 30, 26+1800.00%
Rialto Wealth Management, LLC179Jun 30, 26+20.00%
CoreCap Advisors, LLC161Jun 30, 26--0.00%
Bank of New Hampshire150Jun 30, 26--0.00%
IAG Wealth Partners, LLC119Jun 30, 26+1190.00%
Founders Financial Alliance, LLC108Jun 30, 26--0.00%
Highland Investment Advisors LLC97Jun 30, 26+970.00%
Silver Grove Financial Group, Inc.87Jun 30, 26+870.00%
Clearstead Trust, LLC81Jun 30, 26--0.00%
CITIGROUP INC72Jun 30, 26-2810.00%
Horizon Investments, LLC71Jun 30, 26-710.00%
Transamerica Financial Advisors, Inc.66Jun 30, 26+140.00%
SIGNATUREFD, LLC59Jun 30, 26--0.00%
Front Row Advisors LLC50Jun 30, 26--0.00%
AMERIFLEX GROUP, INC.49Jun 30, 26+10.00%
BNP PARIBAS ARBITRAGE, SNC42Jun 30, 26-970.00%
Nemes Rush Group LLC42Jun 30, 26+420.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC32Jun 30, 26--0.00%
OXFORD FINANCIAL GROUP LTD28Jun 30, 26--0.00%
MATRIX PRIVATE CAPITAL GROUP LLC18Jun 30, 26--0.00%
LRI Investments, LLC17Jun 30, 26+170.00%
Cornerstone Planning Group LLC17Jun 30, 26-10.00%
SILVER OAK SECURITIES, INCORPORATED16Jun 30, 26+160.00%
Cape Investment Advisory, Inc.15Jun 30, 26+150.00%
HighMark Wealth Management LLC14Jun 30, 26--0.00%
GAMMA Investing LLC10Jun 30, 26--0.00%
Russell Investments Group, Ltd.7Jun 30, 26+50.00%
Cassaday & Co Wealth Management LLC3Jun 30, 26--0.00%
WOLFF WIESE MAGANA LLC3Jun 30, 26--0.00%
Kilter Group LLC2Jun 30, 26+20.00%
EverSource Wealth Advisors, LLC1Jun 30, 26-10.00%
BLUELINE ADVISORS LLC1Jun 30, 26--0.00%
HUNTINGTON NATIONAL BANK1Jun 30, 26--0.00%
Investment Research Partners LLC--Jun 30, 26-124.02K--
CITADEL ADVISORS LLC--Jun 30, 26-413.26K--
Brookstone Capital Management--Jun 30, 26-4.50K--
INVESTED ADVISORS--Jun 30, 26-74.84K--
Golden State Equity Partners--Jun 30, 26-64--
Infinity Wealth Counsel, LLC--Jun 30, 26-4.96K--
Hickory Point Bank & Trust--Jun 30, 26-309--
Sachetta, LLC--Jun 30, 26-3--
PICTON MAHONEY ASSET MANAGEMENT--Jun 30, 26-36.95K--
Cornerstone Advisory, LLC--Jun 30, 26-4.61K--
Boyd Wealth Management, LLC--Jun 30, 26-277.86K--
Financial Engines Advisors L.L.C.--Jun 30, 26-4.16K--
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC--Jun 30, 26-10.71K--
TWIN PEAKS WEALTH ADVISORS, LLC--Jun 30, 26-843--
Beaumont Financial Advisors, LLC--Jun 30, 26-4.55K--
Rice Partnership, LLC--Jun 30, 26-5.21K--
Global Wealth Strategies & Associates--Jun 30, 26-4--
ORG Wealth Partners, LLC--Jun 30, 26-313--
CLEAR INVESTMENT RESEARCH, LLC--Jun 30, 26-1.58K--
Optas, LLC--Jun 30, 26-6.76K--
OpenArc Corporate Advisory, LLC--Jun 30, 26-7.11K--
Caldwell Trust Co--Jun 30, 26-420--
Turtle Creek Wealth Advisors, LLC--Jun 30, 26-905--
Avail Investment Partners, LLC--Jun 30, 26-49.20K--
Clark Wealth Partners--Jun 30, 26-17--
DAGCO, INC.--Jun 30, 26-3.70K--
MidAtlantic Capital Management, Inc.--Jun 30, 26-5.57K--
Reyes Financial Architecture, Inc.--Jun 30, 26-424--
QUADRANT CAPITAL GROUP LLC--Jun 30, 26-100--
DHJJ Financial Advisors, Ltd.--Jun 30, 26-117--
Millstone Evans Group, LLC--Jun 30, 26-16--
Independent Advisor Alliance--Jun 30, 26-4.58K--
EASTERN BANK--Jun 30, 26-74--
OAK HARBOR WEALTH PARTNERS, LLC--Jun 30, 26-9.77K--
Charter Oak Capital Management, LLC25.80KMar 31, 26-5.07K0.02%
CWM, LLC11.46KMar 31, 26-1730.01%
Cherry Tree Wealth Management, LLC1.74KMar 31, 26--0.00%
CAPITAL INSIGHT PARTNERS, LLC267.94KDec 31, 25-26.52K0.25%
Dentgroup LLC55.05KDec 31, 25-1.41K0.05%
GREENBERG FINANCIAL GROUP46.00KDec 31, 25+46.00K0.04%
Vantage Financial Partners, LLC26.18KDec 31, 25+2950.02%
COMERICA BANK9.52KDec 31, 25--0.01%
CIBC Private Wealth Group, LLC784Dec 31, 25--0.00%
ORG Partners LLC64Dec 31, 25--0.00%
GPS Wealth Strategies Group, LLC--Dec 31, 25-520--
Northwest Capital Management Inc--Dec 31, 25-10.65K--
Jarislowsky, Fraser Ltd44.58KSep 30, 25+12.44K0.04%
PINNACLE FINANCIAL PARTNERS INC5.15KSep 30, 25--0.00%
Abich Financial Wealth Management LLC167Sep 30, 25+1670.00%
Pineridge Advisors LLC112Sep 30, 25+10.00%
Congress Wealth Management LLC / DE /32.41KJun 30, 25-9640.03%
AVANTAX ADVISORY SERVICES, INC.12.78KJun 30, 25+1.13K0.01%
Atria Wealth Solutions, Inc.6.33KJun 30, 25+4300.01%
Priebe Wealth Holdings LLC6.12KJun 30, 25--0.01%
Iron Horse Wealth Management, LLC5Jun 30, 25--0.00%
Orion Portfolio Solutions, LLC206.15KMar 31, 25-3540.20%
Cable Hill Partners, LLC18.70KMar 31, 25+2.17K0.02%
Michael A. Dubis Financial Planning, LLC18.25KMar 31, 25-1700.02%
Delta Financial Group, Inc.16.68KMar 31, 25-3.64K0.02%
Spectrum Wealth Counsel, LLC4.80KMar 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.1.50MSep 30, 24+908.86K1.42%
RAYMOND JAMES & ASSOCIATES360.50KSep 30, 24-808.35K0.34%
BOSTON MOUNTAIN MONEY MANAGEMENT INC166.72KSep 30, 24+9.27K0.16%
GYL FINANCIAL SYNERGIES, LLC17.70KSep 30, 24-27.27K0.02%
RAYMOND JAMES TRUST N.A.13.23KSep 30, 24-2.53K0.01%
NORTHWEST INVESTMENT COUNSELORS, LLC2.66KSep 30, 24+2.66K0.00%
FinTrust Capital Advisors, LLC265Sep 30, 24--0.00%
BlackRock Inc.1.78MJun 30, 24+472.85K1.70%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC49.51KJun 30, 24-2450.05%
BUCKINGHAM STRATEGIC WEALTH, LLC13.15KJun 30, 24-1.47K0.01%
Relative Value Partners Group, LLC--Jun 30, 24-6.87K--
Cetera Advisor Networks LLC64.33KMar 31, 24-7.07K0.06%
Cetera Advisors LLC10.40KMar 31, 24+10.40K0.01%
InterOcean Capital Group, LLC9.76KMar 31, 24-17.90K0.01%
Kopp LeRoy C2.02KMar 31, 24+2.02K0.00%
Retirement Group, LLC92Mar 31, 24--0.00%
LWS Wealth Advisors, Inc.160.75KDec 31, 23+10.31K0.15%
WEALTHSOURCE PARTNERS, LLC6.41KDec 31, 23+1860.01%
Bartlett & Co. LLC1.36KDec 31, 23+100.00%
Baystate Wealth Management LLC87Dec 31, 23+10.00%
Windsor Group LTD145.68KSep 30, 23-3.79K0.14%
BerganKDV Wealth Management, LLC157.85KJun 30, 23+8.26K0.15%
BDO Wealth Advisors, LLC684Jun 30, 23+40.00%
First Capital Advisors Group, LLC.21Jun 30, 23--0.00%
Baldrige Asset Management LLC3.95KMar 31, 23+110.00%
Newman & Schimel, LLC814.67KDec 31, 22-27.91K0.77%
Laurel Wealth Advisors, Inc.53.80KDec 31, 22+8.82K0.05%
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC43.28KDec 31, 22+18.03K0.04%
Gallagher Benefit Services, Inc.4.65KDec 31, 22+4.65K0.00%
F3Logic, LLC4.65KDec 31, 22-84.86K0.00%
Sargent Bickham Lagudis LLC--Dec 31, 22-73--
FourThought Financial, LLC56.93KSep 30, 22-4.19K0.05%
Karp Capital Management Corp40.98KSep 30, 22-4.39K0.04%
Beaumont Financial Partners, LLC9.54KSep 30, 22+200.01%
American Portfolios Advisors2.53KSep 30, 22+2.53K0.00%
KerberRose Wealth Management, LLC53.97KJun 30, 22+53.97K0.05%
B. Riley Wealth Management, Inc.27.24KJun 30, 22-3.37K0.03%
Pinnacle Private Wealth, LLC10.94KJun 30, 22--0.01%
HC FINANCIAL ADVISORS INC507Jun 30, 22--0.00%
Private Capital Group, LLC--Jun 30, 22-5.68K--
PALLADIUM PARTNERS LLC177.25KMar 31, 22-2.71K0.17%
CAPITAL ONE FINANCIAL CORP--Mar 31, 22-13.48K--
EXELON CORP46.46KDec 31, 21+46.46K0.04%
QUEST CAPITAL MANAGEMENT INC /ADV16.70KDec 31, 21-7900.02%
Asset Planning Services, Ltd.11.80KDec 31, 21--0.01%
Carroll Financial Associates, Inc.3.56KDec 31, 21-224.99K0.00%
NEXT Financial Group, Inc--Dec 31, 21-22.82K--
INVESTMENT SECURITY GROUP INC /CO/ /ADV723.80KSep 30, 21+32.45K0.69%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV123.23KSep 30, 21-1.01K0.12%
LEVEL FOUR FINANCIAL, LLC73.87KSep 30, 21-8090.07%
Ameritas Investment Company, LLC12.31KSep 30, 21+4.43K0.01%
Homrich & Berg11.54KSep 30, 21--0.01%
Strategic Wealth Management Group, LLC46.83KJun 30, 21+9720.04%
Stewardship Financial Advisors, LLC13Mar 31, 21-1.26K0.00%
HORAN CAPITAL MANAGEMENT364.61KDec 31, 20+9.30K0.35%
Shone Asset Management LLC40.34KDec 31, 20+7280.04%
ROWLAND CARMICHAEL ADVISORS INC /ADV15.60KDec 31, 20-37.38K0.01%
SVA Wealth Management, LLC5.95KDec 31, 20+1.94K0.01%
Wealthspire Advisors, L.P.47.68KSep 30, 20+2.71K0.05%
Capstone Financial Group, Inc.452Sep 30, 20--0.00%
BRINKER CAPITAL INC125.74KJun 30, 20-5.13K0.12%
Squar Milner Financial Services LLC10Mar 31, 20--0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.1.57MDec 31, 19-9.17K1.50%
Advisor Group, Inc.33.29KDec 31, 19+6.63K0.03%
MADRONA FUNDS, LLC63.35KSep 30, 19+63.35K0.06%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV28.45KSep 30, 19-4.20K0.03%
BB&T SECURITIES, LLC27.36KSep 30, 19+2.65K0.03%
SUNTRUST BANKS INC9.44KSep 30, 19+9.44K0.01%
BIEGEL & WALLER LLC5.58KSep 30, 19+30.01%
MRA Associates USA LLC489Sep 30, 19+4890.00%
HL FINANCIAL SERVICES LLC4.55KMar 31, 19--0.00%
WealthTrust-Arizona, LLC2.71KDec 31, 18-5540.00%
Vantage Investment Advisors, LLC601Sep 30, 18-320.00%
RAND WEALTH, LLC--Sep 30, 18-31.01K--
Windhaven Investment Management, Inc.8.88MMar 31, 18+8.88M8.44%
WealthShield, LLC158Dec 31, 17+1580.00%
Cornerstone Financial Partners, LLC--Dec 31, 17-40.93K--
Commonwealth Equity Services, Inc127.94KJun 30, 17+23.15K0.12%
RONALD BLUE & CO LLC14.83KJun 30, 17+6.28K0.01%
Virtu KCG Holdings LLC6.68KJun 30, 17+7510.01%
WFG Advisors, LP442Jun 30, 17+780.00%
Parasol Investment Management, LLC143.53KMar 31, 17+97.38K0.14%
GRAY FINANCIAL GROUP /GA /ADV /ADV229.90KDec 31, 16--0.22%
MSI Financial Services Inc3.26KDec 31, 16-1.03K0.00%
Edmond de Rothschild (Europe)4.48KSep 30, 16+1.98K0.00%
MONTAGE INVESTMENTS, LLC81Sep 30, 16+810.00%
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION29.62KDec 31, 15--0.03%
MANAGED ACCOUNT ADVISORS LLC271Jun 30, 15+1280.00%
UBS AG539Sep 30, 14-320.00%
Jane Street Holding, LLC--Dec 31, 13-11.86K--
KNIGHT CAPITAL GROUP LLC10.09KJun 30, 13+920.01%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.