How do I set a price alert for ITM?

To set a ITM price alert on Stock Alarm Pro, navigate to the ITM quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for ITM?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for ITM. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for ITM?

Stock Alarm Pro supports over 125 trigger types for ITM: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about ITM price changes?

ITM alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for ITM alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for ITM and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

ITM Institutional Ownership & 13F Filings

VanEck Intermediate Muni ETF(ITM)

USBATSLast print 10 days agoAbout this dataData status

$45.32▼-0.40 (-0.87%)Stale · 10 days old

Extended:$45.64+0.32 (+0.71%)

WatchlistChart Studio

ITM(ITM)

ITM

Institutional Ownership

Top 325 Institutional Holders

Holder	Shares	Date	Change	% Held
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.97M	Sep 30, 26	+256.77K	7.79%
LPL Financial LLC	2.41M	Sep 30, 26	+6.59K	4.73%
FMR LLC	1.87M	Sep 30, 26	+1.13M	3.66%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	1.08M	Sep 30, 26	+25.48K	2.12%
TIAA Wealth Investment Management LLC	972.50K	Sep 30, 26	+80.42K	1.91%
UBS Group AG	856.27K	Sep 30, 26	+577.32K	1.68%
Willis Johnson Wealth, Inc.	690.44K	Sep 30, 26	-303.13K	1.35%
OneDigital Investment Advisors LLC	637.10K	Sep 30, 26	+36.68K	1.25%
MORGAN STANLEY	619.16K	Sep 30, 26	+58.44K	1.21%
JPMORGAN CHASE & CO	618.96K	Sep 30, 26	+119.63K	1.21%
CX Institutional	572.49K	Sep 30, 26	+39.35K	1.12%
MATHER GROUP, LLC.	490.08K	Sep 30, 26	+39.42K	0.96%
UMB Bank, n.a.	418.24K	Sep 30, 26	-24.94K	0.82%
DAVIDSON INVESTMENT ADVISORS	385.68K	Sep 30, 26	-25.20K	0.76%
Cetera Investment Advisers	370.66K	Sep 30, 26	+42.26K	0.73%
Arax Advisory Partners	367.83K	Sep 30, 26	+350.87K	0.72%
STIFEL FINANCIAL CORP	325.49K	Sep 30, 26	-51.95K	0.64%
Avidian Wealth Enterprises, LLC	294.24K	Sep 30, 26	-9.79K	0.58%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	258.60K	Sep 30, 26	-160.22K	0.51%
Quadrature Capital Ltd	214.57K	Sep 30, 26	+214.57K	0.42%
Fragasso Financial Advisors Inc	210.28K	Sep 30, 26	+204.22K	0.41%
HighTower Advisors, LLC	180.25K	Sep 30, 26	-134.48K	0.35%
Horizon Investments, LLC	173.88K	Sep 30, 26	+173.88K	0.34%
RAYMOND JAMES FINANCIAL INC	170.71K	Sep 30, 26	+21.99K	0.33%
FOCUS Wealth Advisors, LLC	167.76K	Sep 30, 26	-16.60K	0.33%
PARK AVENUE SECURITIES LLC	164.49K	Sep 30, 26	-13.83K	0.32%
Vise Technologies, Inc.	163.83K	Sep 30, 26	+108.24K	0.32%
J.Safra Asset Management Corp	158.63K	Sep 30, 26	+105.36K	0.31%
PRINCIPAL SECURITIES, INC.	135.07K	Sep 30, 26	+22.17K	0.26%
Sanctuary Advisors, LLC	117.20K	Sep 30, 26	+65.41K	0.23%
BRANDYWINE OAK PRIVATE WEALTH LLC	110.50K	Sep 30, 26	+11.71K	0.22%
AXXCESS WEALTH MANAGEMENT, LLC	103.53K	Sep 30, 26	+4.11K	0.20%
Cerity Partners LLC	101.70K	Sep 30, 26	-21.58K	0.20%
Clearstead Advisors, LLC	92.16K	Sep 30, 26	+827	0.18%
Granite Harbor Advisors, Inc.	88.84K	Sep 30, 26	+2.99K	0.17%
Cornerstone Wealth Management, LLC	85.94K	Sep 30, 26	+4.12K	0.17%
FULTON BANK, N.A.	80.59K	Sep 30, 26	-2.32K	0.16%
TRUIST FINANCIAL CORP	79.05K	Sep 30, 26	+10.59K	0.15%
OpenArc Corporate Advisory, LLC	75.79K	Sep 30, 26	+63.84K	0.15%
Parkside Financial Bank & Trust	68.69K	Sep 30, 26	-1.60K	0.13%
Strategic Blueprint, LLC	68.64K	Sep 30, 26	+48.09K	0.13%
HighPoint Advisor Group LLC	66.75K	Sep 30, 26	+66.75K	0.13%
SIMON QUICK ADVISORS, LLC	63.83K	Sep 30, 26	-30.51K	0.13%
VICUS CAPITAL	60.70K	Sep 30, 26	-794	0.12%
DAYMARK WEALTH PARTNERS, LLC	58.45K	Sep 30, 26	+16.43K	0.11%
A4 Wealth Advisors LLC	44.46K	Sep 30, 26	+37.35K	0.09%
THRIVENT FINANCIAL FOR LUTHERANS	43.00K	Sep 30, 26	-8.58K	0.08%
Quantinno Capital Management LP	37.87K	Sep 30, 26	+4.73K	0.07%
Mariner, LLC	36.68K	Sep 30, 26	+2.53K	0.07%
Midwest Trust Co	35.12K	Sep 30, 26	-62	0.07%
Bank of New York Mellon Corp	32.59K	Sep 30, 26	-499	0.06%
XML Financial, LLC	32.47K	Sep 30, 26	+713	0.06%
ONE Advisory Partners, LLC	31.50K	Sep 30, 26	+17.99K	0.06%
1620 INVESTMENT ADVISORS, INC.	30.79K	Sep 30, 26	+4.71K	0.06%
Claro Advisors Inc.	28.04K	Sep 30, 26	+20.47K	0.05%
Beaumont Financial Advisors, LLC	26.94K	Sep 30, 26	--	0.05%
OLD NATIONAL BANCORP /IN/	26.37K	Sep 30, 26	-6.87K	0.05%
MML INVESTORS SERVICES, LLC	24.05K	Sep 30, 26	-36.92K	0.05%
Rockefeller Capital Management L.P.	22.95K	Sep 30, 26	+237	0.04%
Baker Avenue Asset Management, LP	22.81K	Sep 30, 26	-1.47K	0.04%
JONES FINANCIAL COMPANIES LLLP	22.54K	Sep 30, 26	-2.99K	0.04%
Private Advisor Group, LLC	20.24K	Sep 30, 26	+12.93K	0.04%
Idaho Trust Co	19.96K	Sep 30, 26	+208	0.04%
Wealthspire Advisors, LLC	19.81K	Sep 30, 26	+4.35K	0.04%
Janney Montgomery Scott LLC	19.75K	Sep 30, 26	+9.25K	0.04%
Able Wealth Management LLC	18.16K	Sep 30, 26	+18.16K	0.04%
Gutierrez Wealth Advisory, LLC	17.63K	Sep 30, 26	+3.87K	0.03%
Concurrent Investment Advisors, LLC	17.24K	Sep 30, 26	+7.66K	0.03%
Cambridge Investment Research Advisors, Inc.	16.99K	Sep 30, 26	-3.24K	0.03%
Prime Capital Investment Advisors, LLC	16.58K	Sep 30, 26	+16.58K	0.03%
OSAIC HOLDINGS, INC.	16.53K	Sep 30, 26	+2.06K	0.03%
TSG Advice Partners, LLC	16.11K	Sep 30, 26	+16.11K	0.03%
MY Wealth Management Inc.	16.01K	Sep 30, 26	--	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	15.96K	Sep 30, 26	+1.31K	0.03%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	15.87K	Sep 30, 26	--	0.03%
Aquire Wealth Advisors, LLC	15.42K	Sep 30, 26	-422	0.03%
Perigon Wealth Management, LLC	14.82K	Sep 30, 26	-427	0.03%
AE Wealth Management LLC	14.79K	Sep 30, 26	-1.23K	0.03%
PETRA FINANCIAL ADVISORS INC	14.54K	Sep 30, 26	-469	0.03%
MONETA GROUP INVESTMENT ADVISORS LLC	14.12K	Sep 30, 26	-41	0.03%
FIRST TRUST ADVISORS LP	13.85K	Sep 30, 26	+1.21K	0.03%
LCW Services, LLC	13.83K	Sep 30, 26	-14.86K	0.03%
CFS Investment Advisory Services, LLC	13.57K	Sep 30, 26	+3.06K	0.03%
CONFLUENCE INVESTMENT MANAGEMENT LLC	13.39K	Sep 30, 26	+13.39K	0.03%
PRIVATE TRUST CO NA	12.35K	Sep 30, 26	+1	0.02%
Pinnacle Financial Partners, Inc.	12.27K	Sep 30, 26	--	0.02%
Curbstone Financial Management Corp	12.25K	Sep 30, 26	--	0.02%
Rinkey Investments	12.11K	Sep 30, 26	--	0.02%
FIFTH THIRD BANCORP	11.85K	Sep 30, 26	--	0.02%
Merit Financial Group, LLC	11.01K	Sep 30, 26	+883	0.02%
Lee Financial Co	10.50K	Sep 30, 26	--	0.02%
Gradient Investments LLC	10.32K	Sep 30, 26	-3.60K	0.02%
VestGen Advisors, LLC	10.28K	Sep 30, 26	--	0.02%
M&T BANK CORP	10.08K	Sep 30, 26	+82	0.02%
Clearwater Capital Advisors, LLC	10.07K	Sep 30, 26	--	0.02%
Summit Financial, LLC	9.88K	Sep 30, 26	-538	0.02%
Family Capital Management, Inc.	9.86K	Sep 30, 26	-42	0.02%
Creative Planning	9.80K	Sep 30, 26	-447	0.02%
Crusonia Wealth Advisors LLC	9.46K	Sep 30, 26	--	0.02%
UMB Private Wealth Management, LLC	9.10K	Sep 30, 26	+9.10K	0.02%
Apella Capital, LLC	9.02K	Sep 30, 26	+9.02K	0.02%
Wilshire Advisors LLC	8.98K	Sep 30, 26	+8.98K	0.02%
Hummer Financial Advisory Services Inc	8.75K	Sep 30, 26	--	0.02%
Steward Partners Investment Advisory, LLC	8.46K	Sep 30, 26	--	0.02%
WBH ADVISORY INC	8.16K	Sep 30, 26	-6.26K	0.02%
Stokes Family Office, LLC	7.85K	Sep 30, 26	-4.86K	0.02%
Destiny Wealth Partners, LLC	7.72K	Sep 30, 26	+7.72K	0.02%
OPPENHEIMER & CO INC	7.69K	Sep 30, 26	-7.61K	0.02%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	7.63K	Sep 30, 26	-6.02K	0.01%
Clear Retirement Advice LLC	7.55K	Sep 30, 26	--	0.01%
Bogart Wealth, LLC	7.50K	Sep 30, 26	+7.33K	0.01%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	7.50K	Sep 30, 26	--	0.01%
Kingsview Wealth Management, LLC	7.43K	Sep 30, 26	+1.27K	0.01%
Roan Capital Partners	7.21K	Sep 30, 26	-709	0.01%
Westside Investment Management, Inc.	6.95K	Sep 30, 26	-15.90K	0.01%
COMMONWEALTH EQUITY SERVICES, LLC	6.93K	Sep 30, 26	-21.40K	0.01%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	6.59K	Sep 30, 26	+18	0.01%
CARY STREET PARTNERS FINANCIAL LLC	6.16K	Sep 30, 26	+6.16K	0.01%
Sargent Investment Group, LLC	6.12K	Sep 30, 26	--	0.01%
Pinnacle Bancorp, Inc.	6.04K	Sep 30, 26	-788	0.01%
Wealthspire Retirement, LLC	6.03K	Sep 30, 26	--	0.01%
GenTrust, LLC	6.03K	Sep 30, 26	-240	0.01%
Steelhead Wealth Management LLC	5.96K	Sep 30, 26	+9	0.01%
Robertson Stephens Wealth Management, LLC	5.75K	Sep 30, 26	+1.29K	0.01%
Richmond Investment Services, LLC	5.73K	Sep 30, 26	+5.73K	0.01%
Financial Solutions Advisory Group, Inc.	5.70K	Sep 30, 26	+5.70K	0.01%
Savant Capital, LLC	5.56K	Sep 30, 26	+5.56K	0.01%
Columbia River Financial Group, LLC	5.24K	Sep 30, 26	+5.24K	0.01%
Orion Porfolio Solutions, LLC	5.16K	Sep 30, 26	+221	0.01%
Forvis Mazars Wealth Advisors, LLC	5.13K	Sep 30, 26	+5.13K	0.01%
CreativeOne Wealth, LLC	5.04K	Sep 30, 26	-919	0.01%
J.M. Arbour, LLC	4.81K	Sep 30, 26	--	0.01%
Hardin Capital Partners, LLC	4.61K	Sep 30, 26	--	0.01%
Prospera Financial Services Inc	4.47K	Sep 30, 26	+4.47K	0.01%
TD PRIVATE CLIENT WEALTH LLC	4.03K	Sep 30, 26	-5.80K	0.01%
GAMMA Investing LLC	3.76K	Sep 30, 26	+3.76K	0.01%
SOUTHERN MICHIGAN BANK & TRUST	3.37K	Sep 30, 26	+85	0.01%
Ameritas Investment Partners, Inc.	2.87K	Sep 30, 26	-12.21K	0.01%
Global Retirement Partners, LLC	2.76K	Sep 30, 26	-109	0.01%
Continuum Advisory, LLC	2.62K	Sep 30, 26	--	0.01%
Independence Bank of Kentucky	2.27K	Sep 30, 26	--	0.00%
Signature Equity Partners, LLC	2.20K	Sep 30, 26	--	0.00%
MANNING & NAPIER ADVISORS LLC	2.14K	Sep 30, 26	+2.14K	0.00%
GeoWealth Management, LLC	1.91K	Sep 30, 26	--	0.00%
Smartleaf Asset Management LLC	1.85K	Sep 30, 26	-838	0.00%
Winthrop Capital Management, LLC	1.66K	Sep 30, 26	--	0.00%
Ameritas Advisory Services, LLC	1.43K	Sep 30, 26	+2	0.00%
Strive Financial Group ,LLC	1.37K	Sep 30, 26	+1.37K	0.00%
Blue Trust, Inc.	1.23K	Sep 30, 26	-526	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	1.14K	Sep 30, 26	--	0.00%
Avalon Trust Co	1.10K	Sep 30, 26	--	0.00%
US BANCORP \DE\	1.09K	Sep 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1.07K	Sep 30, 26	-3.03K	0.00%
Aptus Capital Advisors, LLC	925	Sep 30, 26	-743	0.00%
Quent Capital, LLC	919	Sep 30, 26	+919	0.00%
Farther Finance Advisors, LLC	910	Sep 30, 26	+3	0.00%
BLAIR WILLIAM & CO/IL	867	Sep 30, 26	--	0.00%
Nuveen, LLC	575	Sep 30, 26	+575	0.00%
NewEdge Advisors, LLC	500	Sep 30, 26	--	0.00%
CoreCap Advisors, LLC	482	Sep 30, 26	+482	0.00%
Point Nemo Capital, LLC	444	Sep 30, 26	--	0.00%
Allworth Financial LP	426	Sep 30, 26	--	0.00%
Eukles Asset Management	388	Sep 30, 26	+388	0.00%
IFP Advisors, Inc	352	Sep 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	347	Sep 30, 26	+347	0.00%
BANK OF MONTREAL /CAN/	155	Sep 30, 26	--	0.00%
MassMutual Private Wealth & Trust, FSB	111	Sep 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	111	Sep 30, 26	-13	0.00%
TSFG, LLC	95	Sep 30, 26	-222	0.00%
IMG Wealth Management, Inc.	62	Sep 30, 26	--	0.00%
Russell Investments Group, Ltd.	18	Sep 30, 26	+16	0.00%
Jacobi Capital Management LLC	2	Sep 30, 26	+2	0.00%
DHJJ Financial Advisors, Ltd.	2	Sep 30, 26	-2	0.00%
BNP PARIBAS FINANCIAL MARKETS	--	Sep 30, 26	-40	--
Qube Research & Technologies Ltd	--	Sep 30, 26	-2.18K	--
PNC FINANCIAL SERVICES GROUP, INC.	--	Sep 30, 26	-2	--
TIAA TRUST, NATIONAL ASSOCIATION	--	Sep 30, 26	-89	--
Stratos Wealth Partners, LTD.	--	Sep 30, 26	-6.90K	--
SIGNATUREFD, LLC	--	Sep 30, 26	-130	--
Buck Wealth Strategies, LLC	--	Sep 30, 26	-209	--
CHOREO, LLC	--	Sep 30, 26	-19.05K	--
RDA Financial Network	--	Sep 30, 26	-4.45K	--
Founders Financial Alliance, LLC	--	Sep 30, 26	-1.32K	--
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	--	Sep 30, 26	-1.55K	--
ASSETMARK, INC	--	Sep 30, 26	-5	--
SAX WEALTH ADVISORS, LLC	--	Sep 30, 26	-5.97K	--
JFS WEALTH ADVISORS, LLC	--	Sep 30, 26	-1.43K	--
BlackRock, Inc.	--	Sep 30, 26	-1	--
TBH Global Asset Management, LLC	--	Sep 30, 26	-9.69K	--
BEACON INVESTMENT ADVISORY SERVICES, INC.	--	Sep 30, 26	-207	--
JANE STREET GROUP, LLC	--	Sep 30, 26	-24.62K	--
SIMPLEX TRADING, LLC	--	Sep 30, 26	-262	--
Wealthcare Advisory Partners LLC	--	Sep 30, 26	-5.43K	--
Wellington Grp LLC	--	Sep 30, 26	-483	--
FLOW TRADERS U.S. LLC	--	Sep 30, 26	-8.94K	--
FF Advisors,LLC	--	Sep 30, 26	-7.38K	--
FIDUCIARY FINANCIAL ADVISORS	--	Sep 30, 26	-303	--
Union Bancaire Privee, UBP SA	--	Sep 30, 26	-11.00K	--
Ameraudi Asset Management, Inc.	--	Sep 30, 26	-10.10K	--
BANK OF AMERICA CORP /DE/	16.96M	Jun 30, 26	+487.28K	33.25%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.72M	Jun 30, 26	-215.04K	7.29%
AMERIPRISE FINANCIAL INC	1.57M	Jun 30, 26	+148.97K	3.07%
ENVESTNET ASSET MANAGEMENT INC	1.36M	Jun 30, 26	+268.37K	2.66%
WELLS FARGO & COMPANY/MN	862.11K	Jun 30, 26	+64.06K	1.69%
MORGAN STANLEY	560.72K	Jun 30, 26	-109.16K	1.10%
JPMORGAN CHASE & CO	499.33K	Jun 30, 26	+51.09K	0.98%
Cetera Investment Advisers	328.39K	Jun 30, 26	+71.49K	0.64%
GOLDMAN SACHS GROUP INC	316.83K	Jun 30, 26	+33.54K	0.62%
RAYMOND JAMES FINANCIAL INC	148.72K	Jun 30, 26	-20.25K	0.29%
Clark Capital Management Group, Inc.	147.70K	Jun 30, 26	+477	0.29%
Cerity Partners LLC	123.28K	Jun 30, 26	+854	0.24%
PRINCIPAL SECURITIES, INC.	112.90K	Jun 30, 26	+19.57K	0.22%
ROYAL BANK OF CANADA	103.04K	Jun 30, 26	-37.80K	0.20%
MML INVESTORS SERVICES, LLC	60.97K	Jun 30, 26	+1.95K	0.12%
Waverly Advisors, LLC	40.06K	Jun 30, 26	-627	0.08%
Quantinno Capital Management LP	33.13K	Jun 30, 26	+12.96K	0.06%
Rockefeller Capital Management L.P.	22.71K	Jun 30, 26	-10.61K	0.04%
PRELUDE CAPITAL MANAGEMENT, LLC	19.56K	Jun 30, 26	+19.56K	0.04%
LAZARD ASSET MANAGEMENT LLC	19.50K	Jun 30, 26	-6.04K	0.04%
AE Wealth Management LLC	16.01K	Jun 30, 26	+12.77K	0.03%
CITADEL ADVISORS LLC	15.59K	Jun 30, 26	-100.82K	0.03%
Wealthspire Advisors, LLC	15.46K	Jun 30, 26	-4.70K	0.03%
Goodwin Investment Advisory	15.43K	Jun 30, 26	--	0.03%
Ameritas Investment Partners, Inc.	15.09K	Jun 30, 26	-33	0.03%
OSAIC HOLDINGS, INC.	14.47K	Jun 30, 26	+4.35K	0.03%
Hyundai Investments Co., Ltd.	13.86K	Jun 30, 26	+5.55K	0.03%
Advyzon Investment Management, LLC	13.75K	Jun 30, 26	+13.75K	0.03%
OLD MISSION CAPITAL LLC	12.99K	Jun 30, 26	+12.99K	0.03%
Pinnacle Financial Partners, Inc.	12.27K	Jun 30, 26	+1.87K	0.02%
World Investment Advisors	12.18K	Jun 30, 26	+333	0.02%
Alesco Advisors, LLC, An ESL Co	9.47K	Jun 30, 26	-3.46K	0.02%
Beacon Pointe Advisors, LLC	9.46K	Jun 30, 26	+9.46K	0.02%
&PARTNERS	9.46K	Jun 30, 26	+1.71K	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	9.44K	Jun 30, 26	+9.44K	0.02%
AQR CAPITAL MANAGEMENT LLC	9.39K	Jun 30, 26	--	0.02%
Tower Research Capital LLC (TRC)	8.97K	Jun 30, 26	+1.81K	0.02%
FLOW TRADERS U.S. LLC	8.94K	Jun 30, 26	-2.83K	0.02%
JOHNSON INVESTMENT COUNSEL INC	8.58K	Jun 30, 26	+111	0.02%
BOOTHBAY FUND MANAGEMENT, LLC	8.46K	Jun 30, 26	+8.46K	0.02%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	7.50K	Jun 30, 26	--	0.01%
MERCER GLOBAL ADVISORS INC /ADV	6.45K	Jun 30, 26	+6.45K	0.01%
Sargent Investment Group, LLC	6.12K	Jun 30, 26	--	0.01%
Wealthspire Retirement, LLC	6.03K	Jun 30, 26	--	0.01%
Steelhead Wealth Management LLC	5.95K	Jun 30, 26	+8	0.01%
Equitable Holdings, Inc.	5.65K	Jun 30, 26	+5.65K	0.01%
Integrated Wealth Concepts LLC	5.12K	Jun 30, 26	--	0.01%
Orion Porfolio Solutions, LLC	4.94K	Jun 30, 26	+4.94K	0.01%
Vestmark Advisory Solutions, Inc.	4.45K	Jun 30, 26	+4.45K	0.01%
Quarry LP	3.17K	Jun 30, 26	+3.17K	0.01%
Continuum Advisory, LLC	2.62K	Jun 30, 26	+2.62K	0.01%
Qube Research & Technologies Ltd	2.18K	Jun 30, 26	+1.94K	0.00%
Front Row Advisors LLC	1.20K	Jun 30, 26	--	0.00%
Ancora Advisors LLC	882	Jun 30, 26	-90	0.00%
NewEdge Advisors, LLC	500	Jun 30, 26	--	0.00%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	489	Jun 30, 26	-11.70K	0.00%
FIDUCIARY FINANCIAL ADVISORS	303	Jun 30, 26	+303	0.00%
IMA Advisory Services, Inc.	234	Jun 30, 26	+234	0.00%
Strategic Wealth Partners, Ltd.	124	Jun 30, 26	-22	0.00%
TIAA TRUST, NATIONAL ASSOCIATION	89	Jun 30, 26	-8.15K	0.00%
HighMark Wealth Management LLC	55	Jun 30, 26	+1	0.00%
Delos Wealth Advisors, LLC	27	Jun 30, 26	+27	0.00%
BlackRock, Inc.	1	Jun 30, 26	--	0.00%
RENAISSANCE TECHNOLOGIES LLC	--	Jun 30, 26	-17.90K	--
Advisory Services Network, LLC	--	Jun 30, 26	-1.90K	--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	--	Jun 30, 26	-41	--
CWM, LLC	17.98K	Mar 31, 26	-915	0.04%
Running Point Capital Advisors, LLC	34.69K	Dec 31, 25	-991	0.07%
COMERICA BANK	18.78K	Dec 31, 25	-357	0.04%
CIBC Private Wealth Group LLC	1.08K	Dec 31, 25	--	0.00%
SYNOVUS FINANCIAL CORP	10.82K	Sep 30, 25	+2.55K	0.02%
OPTIMUM INVESTMENT ADVISORS	10.25K	Sep 30, 25	--	0.02%
Apexium Financial, LP	7.50K	Sep 30, 25	--	0.01%
AllSquare Wealth Management LLC	309	Sep 30, 25	-216	0.00%
AVANTAX ADVISORY SERVICES, INC.	20.82K	Jun 30, 25	+7.03K	0.04%
First Horizon Advisors, Inc.	5.24K	Jun 30, 25	+445	0.01%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-5.55K	--
Proquility Private Wealth Partners, LLC	113.09K	Mar 31, 25	+87.66K	0.22%
Aveo Capital Partners, LLC	11.92K	Mar 31, 25	+1.81K	0.02%
Orion Portfolio Solutions, LLC	7.40K	Mar 31, 25	--	0.01%
Sandy Spring Bank	57	Mar 31, 25	+57	0.00%
HTLF Bank	1.27M	Dec 31, 24	-557	2.49%
Raymond James Financial Services Advisors, Inc.	131.41K	Sep 30, 24	+75.79K	0.26%
RAYMOND JAMES & ASSOCIATES	41.05K	Sep 30, 24	-20.21K	0.08%
First Personal Financial Services	1.10K	Sep 30, 24	--	0.00%
Private Ocean, LLC	11.60K	Jun 30, 24	--	0.02%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	87.57K	Mar 31, 24	-4.96K	0.17%
Cetera Advisor Networks LLC	57.06K	Mar 31, 24	+14.40K	0.11%
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	9.62K	Mar 31, 24	+9.62K	0.02%
Cetera Advisors LLC	5.50K	Mar 31, 24	+1.13K	0.01%
StrategIQ Financial Group, LLC	12.97K	Dec 31, 23	-2.17K	0.03%
DUBUQUE BANK & TRUST CO	838.58K	Sep 30, 23	+55.13K	1.64%
Milestone Advisory Partners	5.42K	Sep 30, 23	--	0.01%
AJ WEALTH STRATEGIES, LLC	136.35K	Jun 30, 23	-875	0.27%
TimeScale Financial, Inc.	7.96K	Jun 30, 23	+172	0.02%
Endurance Wealth Management, Inc.	65	Jun 30, 23	--	0.00%
BDO Wealth Advisors, LLC	20	Jun 30, 23	+1	0.00%
CAPRIN ASSET MANAGEMENT LLC /ADV	299.45K	Dec 31, 22	-90.29K	0.59%
BANK OF THE WEST	20.48K	Dec 31, 22	+7.99K	0.04%
SADOFF INVESTMENT MANAGEMENT LLC	25.51K	Sep 30, 22	-325	0.05%
American Portfolios Advisors	22.09K	Sep 30, 22	+22.09K	0.04%
MUFG Americas Holdings Corp	6.54K	Sep 30, 22	--	0.01%
CYPRESS CAPITAL MANAGEMENT LLC	--	Sep 30, 22	-9.29K	--
Farmer Steven Patrick	8.86K	Jun 30, 22	+8.86K	0.02%
Loveless Wealth Management LLC	8.47K	Jun 30, 22	-400	0.02%
B. Riley Wealth Management, Inc.	6.11K	Jun 30, 22	+6.11K	0.01%
Karn, Couzens & Associates, Inc.	41.16K	Mar 31, 22	+41.16K	0.08%
Altavista Wealth Management, Inc.	33.77K	Dec 31, 21	--	0.07%
Carroll Financial Associates, Inc.	2.48K	Dec 31, 21	--	0.00%
NEXT Financial Group, Inc	--	Dec 31, 21	-105	--
Cardan Capital Partners, LLC	45.96K	Sep 30, 21	+467	0.09%
QCI ASSET MANAGEMENT INC/NY	4.18K	Sep 30, 21	--	0.01%
WealthStone, Inc.	5.04K	Mar 31, 21	+1.10K	0.01%
TCF National Bank	4.67K	Mar 31, 21	+4.67K	0.01%
ROWLAND CARMICHAEL ADVISORS INC /ADV	--	Dec 31, 20	-530	--
QUANTUM CAPITAL MANAGEMENT	2.75K	Sep 30, 20	+50	0.01%
LifePlan Financial Group, Inc	--	Sep 30, 20	-1.79K	--
Advisor Group, Inc.	52.84K	Dec 31, 19	-122	0.10%
LADENBURG THALMANN FINANCIAL SERVICES INC.	22.97K	Dec 31, 19	-550	0.05%
BB&T SECURITIES, LLC	384.86K	Sep 30, 19	+769	0.75%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV	61.73K	Sep 30, 19	+7.20K	0.12%
American Financial Network Advisory Services LLC	--	Sep 30, 19	-9.48K	--
Ceros Financial Services Inc.	39.50K	Mar 31, 19	+39.50K	0.08%
NORTHERN CAPITAL MANAGEMENT LLC	34.22K	Dec 31, 18	+34.22K	0.07%
Sigma Investment Management Co	7.79K	Dec 31, 18	+7.79K	0.02%
COMERICA SECURITIES INC	5.67K	Dec 31, 18	+5.67K	0.01%