How do I set a price alert for MEAR?

To set a MEAR price alert on Stock Alarm Pro, navigate to the MEAR 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 MEAR?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for MEAR. 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 MEAR?

Stock Alarm Pro supports over 125 trigger types for MEAR: 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 MEAR price changes?

MEAR 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 MEAR alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for MEAR 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.

MEAR Institutional Ownership & 13F Filings

iShares Short Maturity Municipal Bond Active ETF(MEAR)

USBATSLast print 11 weeks agoAbout this dataData status

$50.02▲0.03 (0.06%)Stale · 11 weeks old

Extended:$50.22+0.20 (+0.40%)

WatchlistChart Studio

Institutional Ownership

Top 342 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	3.26M	Sep 30, 26	-64.30K	10.52%
Rockwood Wealth Management, LLC	2.28M	Sep 30, 26	-88.18K	7.36%
Resonant Capital Advisors, LLC	1.30M	Sep 30, 26	-500.78K	4.20%
LPL Financial LLC	814.39K	Sep 30, 26	+59.36K	2.63%
Foster Group, Inc.	623.04K	Sep 30, 26	+10.57K	2.01%
Cetera Investment Advisers	617.30K	Sep 30, 26	+83.86K	1.99%
Ullmann Wealth Partners Group, LLC	479.51K	Sep 30, 26	+35.20K	1.55%
OSAIC HOLDINGS, INC.	429.32K	Sep 30, 26	+87.49K	1.38%
JPMORGAN CHASE & CO	395.94K	Sep 30, 26	+29.01K	1.28%
BlackRock, Inc.	357.36K	Sep 30, 26	+304.02K	1.15%
Rockefeller Capital Management L.P.	306.24K	Sep 30, 26	-150.88K	0.99%
Smart Money Group LLC	301.62K	Sep 30, 26	+15.64K	0.97%
JONES FINANCIAL COMPANIES LLLP	296.84K	Sep 30, 26	+100.93K	0.96%
HighTower Advisors, LLC	222.58K	Sep 30, 26	+17.33K	0.72%
JANE STREET GROUP, LLC	215.65K	Sep 30, 26	+215.65K	0.70%
Focus Partners Wealth	213.80K	Sep 30, 26	+32.70K	0.69%
Quotient Wealth Partners, LLC	213.62K	Sep 30, 26	-13.62K	0.69%
ALONGSIDE, LLC	213.20K	Sep 30, 26	+213.20K	0.69%
55 North Private Wealth, LLC	183.98K	Sep 30, 26	-5.95K	0.59%
NewEdge Advisors, LLC	168.16K	Sep 30, 26	+52.09K	0.54%
Cambridge Investment Research Advisors, Inc.	156.47K	Sep 30, 26	-329	0.50%
Pine Harbor Wealth Management, LLC	149.74K	Sep 30, 26	-22.56K	0.48%
NATIXIS ADVISORS, LLC	143.22K	Sep 30, 26	+61.56K	0.46%
UBS Group AG	141.71K	Sep 30, 26	+10.16K	0.46%
DeLarme Wealth Management, Inc.	137.64K	Sep 30, 26	+9.77K	0.44%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	127.16K	Sep 30, 26	+97.62K	0.41%
OpenArc Corporate Advisory, LLC	123.56K	Sep 30, 26	+123.56K	0.40%
NORDEN GROUP LLC	120.06K	Sep 30, 26	+120.06K	0.39%
Merit Financial Group, LLC	118.86K	Sep 30, 26	+5.03K	0.38%
Bank of New York Mellon Corp	116.56K	Sep 30, 26	+63.63K	0.38%
Portfolio Design Labs, LLC	106.30K	Sep 30, 26	+106.30K	0.34%
Cresta Advisors, Ltd.	104.77K	Sep 30, 26	+26.00K	0.34%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	94.12K	Sep 30, 26	+12.22K	0.30%
DONALDSON CAPITAL MANAGEMENT, LLC	92.47K	Sep 30, 26	+3.00K	0.30%
RAYMOND JAMES FINANCIAL INC	90.79K	Sep 30, 26	+6.02K	0.29%
Ascent Group, LLC	89.19K	Sep 30, 26	+89.19K	0.29%
Sanctuary Advisors, LLC	84.44K	Sep 30, 26	+5.36K	0.27%
COMMONWEALTH EQUITY SERVICES, LLC	71.68K	Sep 30, 26	+39.92K	0.23%
Milestone Investment Advisors LLC	69.80K	Sep 30, 26	+62.42K	0.23%
JACOBSON & SCHMITT ADVISORS, LLC	68.78K	Sep 30, 26	--	0.22%
Elmwood Wealth Management, Inc.	66.22K	Sep 30, 26	-1.24K	0.21%
THRIVENT FINANCIAL FOR LUTHERANS	59.70K	Sep 30, 26	+4.29K	0.19%
MML INVESTORS SERVICES, LLC	57.46K	Sep 30, 26	+23.89K	0.19%
AXXCESS WEALTH MANAGEMENT, LLC	55.69K	Sep 30, 26	+733	0.18%
TITLEIST ASSET MANAGEMENT, LLC	53.40K	Sep 30, 26	+4.80K	0.17%
KM Capital Management Ltd.	50.40K	Sep 30, 26	+44.04K	0.16%
STIFEL FINANCIAL CORP	49.75K	Sep 30, 26	+724	0.16%
Aprio Wealth Management, LLC	46.67K	Sep 30, 26	+2.66K	0.15%
Flagship Private Wealth, LLC	46.66K	Sep 30, 26	+3.98K	0.15%
Sigma Planning Corp	43.67K	Sep 30, 26	-74	0.14%
IFP Advisors, Inc	43.52K	Sep 30, 26	+1.73K	0.14%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	42.95K	Sep 30, 26	-160	0.14%
Meeder Advisory Services, Inc.	42.93K	Sep 30, 26	-98	0.14%
Redhawk Wealth Advisors, Inc.	42.93K	Sep 30, 26	+27.10K	0.14%
Highland Financial Advisors, LLC	42.78K	Sep 30, 26	+1.29K	0.14%
Asset Allocation Strategies LLC	42.51K	Sep 30, 26	+1.59K	0.14%
Richard P Slaughter Associates Inc	40.95K	Sep 30, 26	-19.41K	0.13%
Henderson Brothers Financial Partners, LLC	38.59K	Sep 30, 26	+4.31K	0.12%
Kestra Advisory Services, LLC	36.44K	Sep 30, 26	-1.28K	0.12%
EAGLE GLOBAL ADVISORS LLC	35.65K	Sep 30, 26	-2.75K	0.12%
HILL ISLAND FINANCIAL LLC	34.15K	Sep 30, 26	--	0.11%
Stratos Wealth Partners, LTD.	33.67K	Sep 30, 26	-4.78K	0.11%
HB Wealth Management, LLC	32.16K	Sep 30, 26	+22.57K	0.10%
D.A. DAVIDSON & CO.	32.09K	Sep 30, 26	+6.33K	0.10%
Lakeridge Wealth Management LLC	31.77K	Sep 30, 26	--	0.10%
OneDigital Investment Advisors LLC	31.31K	Sep 30, 26	-12.29K	0.10%
1900 WEALTH MANAGEMENT LLC	30.78K	Sep 30, 26	--	0.10%
Quadrature Capital Ltd	30.68K	Sep 30, 26	+30.68K	0.10%
Elequin Capital, LP	30.10K	Sep 30, 26	+22.79K	0.10%
Mariner, LLC	30.05K	Sep 30, 26	+30.05K	0.10%
BETO FINANCIAL GROUP, LLC	29.47K	Sep 30, 26	+2.75K	0.10%
Valeo Financial Advisors, LLC	28.18K	Sep 30, 26	-669	0.09%
Willis Johnson Wealth, Inc.	27.81K	Sep 30, 26	-43.48K	0.09%
MMA ASSET MANAGEMENT LLC	26.32K	Sep 30, 26	--	0.08%
FIFTH THIRD BANCORP	26.27K	Sep 30, 26	-2.31K	0.08%
Syntegra Private Wealth Group, LLC	25.69K	Sep 30, 26	+86	0.08%
DORVAL Corp	25.33K	Sep 30, 26	+3.08K	0.08%
Cornerstone Financial Management LLC	24.66K	Sep 30, 26	--	0.08%
Five Pine Wealth Management	24.10K	Sep 30, 26	-3.05K	0.08%
Capital Advisors Wealth Management, LLC	23.35K	Sep 30, 26	+23.35K	0.08%
Sovran Advisors, LLC	23.13K	Sep 30, 26	-17.98K	0.07%
McKinley Carter Wealth Services, Inc.	22.80K	Sep 30, 26	-301	0.07%
Creative Planning	22.78K	Sep 30, 26	+117	0.07%
Columbia River Financial Group, LLC	21.90K	Sep 30, 26	+1.18K	0.07%
Alexander Randolph Advisory, Inc.	21.30K	Sep 30, 26	-1.54K	0.07%
Chicago Partners Investment Group LLC	20.91K	Sep 30, 26	+99	0.07%
Janney Montgomery Scott LLC	20.89K	Sep 30, 26	--	0.07%
M Holdings Securities, Inc.	20.13K	Sep 30, 26	+20.13K	0.06%
Total Clarity Wealth Management, Inc.	19.25K	Sep 30, 26	--	0.06%
Quantinno Capital Management LP	19.14K	Sep 30, 26	+35	0.06%
Dynamic Advisor Solutions LLC	18.70K	Sep 30, 26	+9.97K	0.06%
Advisory Services Network, LLC	18.53K	Sep 30, 26	+233	0.06%
Tortoise Investment Management, LLC	17.00K	Sep 30, 26	--	0.05%
4J Wealth Management LLC	16.63K	Sep 30, 26	-240	0.05%
Avestar Capital, LLC	16.45K	Sep 30, 26	+3.69K	0.05%
PNC FINANCIAL SERVICES GROUP, INC.	15.60K	Sep 30, 26	+3.23K	0.05%
STEPHENS INC /AR/	15.22K	Sep 30, 26	-14.30K	0.05%
Kathmere Capital Management, LLC	15.08K	Sep 30, 26	-3	0.05%
Clarity Asset Management, Inc.	14.91K	Sep 30, 26	-16	0.05%
KWMG, LLC	14.61K	Sep 30, 26	-13.14K	0.05%
VALLEY NATIONAL ADVISERS INC	13.13K	Sep 30, 26	+377	0.04%
Objective Capital Management, LLC	12.74K	Sep 30, 26	-5.98K	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	12.24K	Sep 30, 26	+931	0.04%
Carolina Wealth Management Inc	12.01K	Sep 30, 26	+985	0.04%
Daybright Advisory Services, Inc.	11.86K	Sep 30, 26	-2.92K	0.04%
Sharkey, Howes & Javer	11.36K	Sep 30, 26	+66	0.04%
FIRST AMERICAN TRUST, FSB	10.95K	Sep 30, 26	+10.95K	0.04%
RFG Advisory, LLC	10.71K	Sep 30, 26	+10.71K	0.03%
QUANTIFY CHAOS ADVISORS, LLC	10.68K	Sep 30, 26	-837	0.03%
Nuveen, LLC	10.63K	Sep 30, 26	+1.28K	0.03%
Forum Financial Management, LP	10.50K	Sep 30, 26	--	0.03%
WEALTH ALLIANCE, LLC	10.33K	Sep 30, 26	+2.35K	0.03%
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	10.23K	Sep 30, 26	+4.24K	0.03%
ELEVATION POINT WEALTH PARTNERS, LLC	9.64K	Sep 30, 26	-1.25K	0.03%
Cerity Partners LLC	9.63K	Sep 30, 26	+104	0.03%
Keystone Financial Group, Inc.	9.53K	Sep 30, 26	-8.29K	0.03%
HighPoint Advisor Group LLC	9.10K	Sep 30, 26	+106	0.03%
SAGESPRING WEALTH PARTNERS, LLC	9.09K	Sep 30, 26	-23.24K	0.03%
Highland Investment Advisors LLC	8.97K	Sep 30, 26	+2.76K	0.03%
Chatterton & Associates Inc.	8.92K	Sep 30, 26	-1.93K	0.03%
Farther Finance Advisors, LLC	8.84K	Sep 30, 26	-3.29K	0.03%
Csenge Advisory Group	8.66K	Sep 30, 26	--	0.03%
MEMBERS WEALTH LLC	8.66K	Sep 30, 26	+8.66K	0.03%
Argent Trust Co	8.42K	Sep 30, 26	+529	0.03%
BENJAMIN EDWARDS INC	8.27K	Sep 30, 26	+316	0.03%
HARBOUR INVESTMENTS, INC.	8.27K	Sep 30, 26	--	0.03%
TRUIST FINANCIAL CORP	7.94K	Sep 30, 26	-19.13K	0.03%
Southeast Asset Advisors, LLC	7.75K	Sep 30, 26	--	0.03%
COMPASS CAPITAL CORP /MA/ /ADV	7.32K	Sep 30, 26	+7.32K	0.02%
Allworth Financial LP	7.25K	Sep 30, 26	+156	0.02%
URS Advisory LLC	7.21K	Sep 30, 26	+7.21K	0.02%
Johnson Wealth Management, LLC	7.20K	Sep 30, 26	+7.20K	0.02%
OPTIMA CAPITAL LLC	7.03K	Sep 30, 26	+175	0.02%
Client First Capital LLC	7.01K	Sep 30, 26	-2.16K	0.02%
SEEDS INVESTOR LLC	6.71K	Sep 30, 26	-412	0.02%
Capital Advisors, Ltd. LLC	6.68K	Sep 30, 26	+1.04K	0.02%
BCGM Wealth Management, LLC	6.47K	Sep 30, 26	+520	0.02%
Physician Wealth Advisors, Inc.	6.38K	Sep 30, 26	+6.38K	0.02%
HRT FINANCIAL LP	6.21K	Sep 30, 26	+6.21K	0.02%
BDFS Capital LLC	6.18K	Sep 30, 26	-13.26K	0.02%
TAGStone Capital, Inc.	6.08K	Sep 30, 26	-237	0.02%
Vertex Planning Partners, LLC	6.05K	Sep 30, 26	-5.71K	0.02%
Mallini Complete Financial Planning LLC	6.00K	Sep 30, 26	--	0.02%
SILVER OAK SECURITIES, INCORPORATED	5.90K	Sep 30, 26	+275	0.02%
Heritage Wealth Management, Inc./Texas	5.81K	Sep 30, 26	--	0.02%
CreativeOne Wealth, LLC	5.72K	Sep 30, 26	-1.76K	0.02%
Able Wealth Management LLC	5.67K	Sep 30, 26	+5.67K	0.02%
Iowa State Bank	5.65K	Sep 30, 26	-1.00K	0.02%
Focus Advisor Solutions, LLC	5.58K	Sep 30, 26	+24	0.02%
BankChampaign, National Association	5.57K	Sep 30, 26	+5.57K	0.02%
Avidian Wealth Enterprises, LLC	5.38K	Sep 30, 26	+1.20K	0.02%
VERITY Wealth Advisors	5.38K	Sep 30, 26	--	0.02%
LEIGH BALDWIN & CO., LLC	5.23K	Sep 30, 26	+198	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	5.19K	Sep 30, 26	-6.36K	0.02%
Concurrent Investment Advisors, LLC	5.09K	Sep 30, 26	+1.08K	0.02%
MGO ONE SEVEN LLC	5.09K	Sep 30, 26	-1.82K	0.02%
LIGHTHOUSE FINANCIAL SERVICES INC /ADV	5.09K	Sep 30, 26	+36	0.02%
Zhang Financial LLC	5.04K	Sep 30, 26	--	0.02%
FIG FINANCIAL ADVISORY SERVICES INC /ADV	5.03K	Sep 30, 26	+5.03K	0.02%
SAX WEALTH ADVISORS, LLC	5.00K	Sep 30, 26	--	0.02%
Professional Financial Advisors, LLC	4.91K	Sep 30, 26	-83	0.02%
Savant Capital, LLC	4.90K	Sep 30, 26	-3.41K	0.02%
FIDELIS CAPITAL PARTNERS, LLC	4.85K	Sep 30, 26	--	0.02%
Entelevest, LLC	4.79K	Sep 30, 26	+4.79K	0.02%
WealthBridge Capital Management, LLC	4.66K	Sep 30, 26	-668	0.02%
BlackDiamond Wealth Management, LLC	4.61K	Sep 30, 26	-724	0.01%
Arax Advisory Partners	4.53K	Sep 30, 26	-3.98K	0.01%
Evergreen Wealth Partners LLC	4.51K	Sep 30, 26	+4.51K	0.01%
Private Advisor Group, LLC	4.43K	Sep 30, 26	-17.14K	0.01%
Independent Wealth Network Inc.	4.29K	Sep 30, 26	+30	0.01%
INSIGNEO ADVISORY SERVICES, LLC	4.19K	Sep 30, 26	-189	0.01%
LEGACY SOLUTIONS, LLC	4.17K	Sep 30, 26	--	0.01%
Shum Financial Group, Inc.	4.12K	Sep 30, 26	+4.12K	0.01%
KENNICOTT CAPITAL MANAGEMENT LLC	4.07K	Sep 30, 26	+4.07K	0.01%
Balance Wealth Partners LLC	3.99K	Sep 30, 26	+3.99K	0.01%
CITIGROUP INC	3.01K	Sep 30, 26	+3.01K	0.01%
BLUELINE ADVISORS LLC	2.94K	Sep 30, 26	-278	0.01%
Centennial Bank/AR/	2.91K	Sep 30, 26	+627	0.01%
MATHER GROUP, LLC.	2.63K	Sep 30, 26	--	0.01%
Planning Strategies Inc.	2.18K	Sep 30, 26	--	0.01%
Rossby Financial, LCC	2.16K	Sep 30, 26	+2.16K	0.01%
Parallel Advisors, LLC	2.04K	Sep 30, 26	--	0.01%
Mainstream Capital Management LLC	1.60K	Sep 30, 26	+1.60K	0.01%
Medallion Wealth Advisors, LLC	1.58K	Sep 30, 26	-781	0.01%
CX Institutional	1.53K	Sep 30, 26	+10	0.00%
Geneos Wealth Management Inc.	1.48K	Sep 30, 26	--	0.00%
FLPUTNAM INVESTMENT MANAGEMENT CO	1.00K	Sep 30, 26	+1.00K	0.00%
Harbor Asset Planning, Inc.	985	Sep 30, 26	+7	0.00%
Global Retirement Partners, LLC	887	Sep 30, 26	+166	0.00%
Harborfront Financial Group LLC	836	Sep 30, 26	+741	0.00%
Friedenthal Financial	691	Sep 30, 26	--	0.00%
Signature Equity Partners, LLC	403	Sep 30, 26	-246	0.00%
City State Bank	381	Sep 30, 26	--	0.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV	207	Sep 30, 26	--	0.00%
VALLEY WEALTH MANAGERS, INC.	200	Sep 30, 26	--	0.00%
Capital Analysts, LLC	178	Sep 30, 26	-39	0.00%
Pinnacle Bancorp, Inc.	153	Sep 30, 26	-36	0.00%
LANARK FINANCIAL, INC.	50	Sep 30, 26	--	0.00%
Strategic Wealth Advisors LLC	--	Sep 30, 26	-86	--
WIN ADVISORS, INC	--	Sep 30, 26	-19.43K	--
Strathmore Capital Advisors, Inc.	--	Sep 30, 26	-4.24K	--
Cross Staff Investments Inc	--	Sep 30, 26	-8.00K	--
Charter Capital Management, LLC\DE	--	Sep 30, 26	-5.30K	--
Dorsey & Whitney Trust CO LLC	--	Sep 30, 26	-4.65K	--
One Capital Management, LLC	--	Sep 30, 26	-20.86K	--
Blue Trust, Inc.	--	Sep 30, 26	-87	--
FINANCIAL MANAGEMENT NETWORK INC	--	Sep 30, 26	-5.54K	--
Lantz Financial LLC	--	Sep 30, 26	-5.07K	--
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	--	Sep 30, 26	-728	--
ASSETMARK, INC	--	Sep 30, 26	-8	--
Dynasty Wealth Management, LLC	--	Sep 30, 26	-260.29K	--
VestGen Advisors, LLC	--	Sep 30, 26	-23.28K	--
Steward Partners Investment Advisory, LLC	--	Sep 30, 26	-3.90K	--
Valmark Advisers, Inc.	--	Sep 30, 26	-4.66K	--
UNIQUE WEALTH, LLC	--	Sep 30, 26	-4.08K	--
CAPTRUST FINANCIAL ADVISORS	--	Sep 30, 26	-1.05M	--
Horizon Wealth Management, LLC	--	Sep 30, 26	-51.95K	--
FLOW TRADERS U.S. LLC	--	Sep 30, 26	-6.16K	--
Lionshead Wealth Management, LLC	--	Sep 30, 26	-5.00K	--
Strategic Wealth Partners, Ltd.	--	Sep 30, 26	-1	--
Vise Technologies, Inc.	--	Sep 30, 26	-5.63K	--
MORGAN STANLEY	3.33M	Jun 30, 26	+67.34K	10.73%
BANK OF AMERICA CORP /DE/	1.41M	Jun 30, 26	-6.29K	4.56%
Integrated Wealth Concepts LLC	657.57K	Jun 30, 26	-384	2.12%
Cetera Investment Advisers	533.44K	Jun 30, 26	+27.43K	1.72%
Rockefeller Capital Management L.P.	457.12K	Jun 30, 26	+231.11K	1.47%
JPMORGAN CHASE & CO	366.93K	Jun 30, 26	+37.71K	1.18%
OSAIC HOLDINGS, INC.	341.83K	Jun 30, 26	+45.29K	1.10%
Equitable Holdings, Inc.	291.79K	Jun 30, 26	-93.34K	0.94%
Smart Money Group LLC	285.98K	Jun 30, 26	+127.17K	0.92%
Dynasty Wealth Management, LLC	260.29K	Jun 30, 26	+38.39K	0.84%
ROYAL BANK OF CANADA	207.54K	Jun 30, 26	+47.63K	0.67%
Pine Harbor Wealth Management, LLC	172.30K	Jun 30, 26	-2.77K	0.56%
NewEdge Advisors, LLC	116.07K	Jun 30, 26	+13.68K	0.37%
Integrated Investment Consultants, LLC	113.72K	Jun 30, 26	+27.31K	0.37%
ENVESTNET ASSET MANAGEMENT INC	112.91K	Jun 30, 26	+12.91K	0.36%
Ausdal Financial Partners, Inc.	109.52K	Jun 30, 26	+24.31K	0.35%
Betterment LLC	102.03K	Jun 30, 26	-11.49K	0.33%
RAYMOND JAMES FINANCIAL INC	84.76K	Jun 30, 26	+34.48K	0.27%
Beacon Pointe Advisors, LLC	57.06K	Jun 30, 26	+164	0.18%
BlackRock, Inc.	53.35K	Jun 30, 26	-614	0.17%
Modern Wealth Management, LLC	41.65K	Jun 30, 26	-13.46K	0.13%
PERSPECTIVE WEALTH ADVISORS LLC	39.14K	Jun 30, 26	+39.14K	0.13%
Summit Wealth Partners, LLC	37.73K	Jun 30, 26	--	0.12%
Core Wealth Advisors, Inc.	36.51K	Jun 30, 26	+11.69K	0.12%
MML INVESTORS SERVICES, LLC	33.57K	Jun 30, 26	+10.71K	0.11%
Waverly Advisors, LLC	32.63K	Jun 30, 26	+4.92K	0.11%
Lakeridge Wealth Management LLC	31.77K	Jun 30, 26	--	0.10%
Evernest Financial Advisors, LLC	31.26K	Jun 30, 26	+1.92K	0.10%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	29.54K	Jun 30, 26	-19.44K	0.10%
&PARTNERS	27.51K	Jun 30, 26	+1.13K	0.09%
Quantinno Capital Management LP	19.10K	Jun 30, 26	+19.10K	0.06%
Advisory Services Network, LLC	18.30K	Jun 30, 26	+9.22K	0.06%
Brookwood Investment Group LLC	16.86K	Jun 30, 26	-1.16K	0.05%
SYKON CAPITAL LLC	14.50K	Jun 30, 26	+1.70K	0.05%
Fourth Dimension Wealth, LLC	12.69K	Jun 30, 26	-1.92K	0.04%
Vertex Planning Partners, LLC	11.76K	Jun 30, 26	+2.18K	0.04%
Strategic Financial Concepts, LLC	10.65K	Jun 30, 26	+10.65K	0.03%
Vestmark Advisory Solutions, Inc.	10.49K	Jun 30, 26	-1.28K	0.03%
Cerity Partners LLC	9.52K	Jun 30, 26	-23	0.03%
IHT Wealth Management, LLC	9.06K	Jun 30, 26	-285	0.03%
WEALTH ALLIANCE, LLC	7.97K	Jun 30, 26	+2.76K	0.03%
Financial Plan, Inc.	7.80K	Jun 30, 26	+497	0.03%
Elequin Capital, LP	7.31K	Jun 30, 26	+7.31K	0.02%
SEEDS INVESTOR LLC	7.13K	Jun 30, 26	+178	0.02%
MRP Capital Investments, LLC	7.00K	Jun 30, 26	--	0.02%
FLOW TRADERS U.S. LLC	6.16K	Jun 30, 26	-56.47K	0.02%
VERITY Wealth Advisors	5.38K	Jun 30, 26	--	0.02%
Zhang Financial LLC	5.04K	Jun 30, 26	--	0.02%
Dorsey & Whitney Trust CO LLC	4.65K	Jun 30, 26	+623	0.02%
Corient Private Wealth LP	4.50K	Jun 30, 26	-250	0.01%
INSIGNEO ADVISORY SERVICES, LLC	4.38K	Jun 30, 26	+4.38K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	4.06K	Jun 30, 26	-3	0.01%
WEBSTER BANK, N. A.	4.02K	Jun 30, 26	--	0.01%
Snowden Capital Advisors LLC	3.97K	Jun 30, 26	+3.97K	0.01%
Medallion Wealth Advisors, LLC	2.36K	Jun 30, 26	+802	0.01%
CVA Family Office, LLC	1.98K	Jun 30, 26	--	0.01%
WELLS FARGO & COMPANY/MN	1.10K	Jun 30, 26	+999	0.00%
Capital Analysts, LLC	217	Jun 30, 26	-220	0.00%
RAFFA WEALTH MANAGEMENT, LLC	115	Jun 30, 26	--	0.00%
Harborfront Financial Group LLC	95	Jun 30, 26	+95	0.00%
Strategic Wealth Partners, Ltd.	1	Jun 30, 26	--	0.00%
AE Wealth Management LLC	--	Jun 30, 26	-1	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-37.66K	--
Crewe Advisors LLC	--	Jun 30, 26	-307.37K	--
OLD MISSION CAPITAL LLC	--	Jun 30, 26	-22.12K	--
MAI Capital Management	--	Jun 30, 26	-3.81K	--
CWM, LLC	163.62K	Mar 31, 26	-6.57K	0.53%
DGS Capital Management, LLC	130.73K	Mar 31, 26	+28.05K	0.42%
U.S. Capital Wealth Advisors, LLC	24.83K	Mar 31, 26	-4.95K	0.08%
Sunbelt Securities, Inc.	883	Mar 31, 26	--	0.00%
COMERICA BANK	27.05K	Dec 31, 25	-1.58K	0.09%
Obsidian Personal Planning Solutions LLC	68.45K	Sep 30, 25	+2.14K	0.22%
Pineridge Advisors LLC	976	Sep 30, 25	-3.29K	0.00%
Atria Wealth Solutions, Inc.	32.93K	Jun 30, 25	+3.91K	0.11%
AVANTAX ADVISORY SERVICES, INC.	14.67K	Jun 30, 25	-447	0.05%
Graypoint LLC	9.03K	Jun 30, 25	-1.00K	0.03%
Orion Portfolio Solutions, LLC	28.38K	Mar 31, 25	-5.36K	0.09%
Aveo Capital Partners, LLC	20.31K	Mar 31, 25	-1.27K	0.07%
Sugarloaf Wealth Management, LLC	1.00K	Dec 31, 24	--	0.00%
Source Financial Advisors LLC	181.37K	Sep 30, 24	+47.34K	0.59%
FinTrust Capital Advisors, LLC	34.37K	Sep 30, 24	+18.39K	0.11%
Raymond James Financial Services Advisors, Inc.	23.66K	Sep 30, 24	-30.18K	0.08%
Bridge Advisory, LLC	4.78K	Sep 30, 24	-7.97K	0.02%
Arden Trust Co	58.09K	Jun 30, 24	+21.24K	0.19%
BlackRock Inc.	43.92K	Jun 30, 24	-404.39K	0.14%
BENJAMIN F. EDWARDS & COMPANY, INC.	9.46K	Jun 30, 24	+269	0.03%
Cetera Advisors LLC	15.53K	Mar 31, 24	+2.98K	0.05%
Cetera Advisor Networks LLC	13.24K	Mar 31, 24	+26	0.04%
StrategIQ Financial Group, LLC	5.40K	Dec 31, 23	+5.40K	0.02%
COLONY GROUP LLC	183.19K	Sep 30, 23	-10.41K	0.59%
Windsor Group LTD	66.08K	Sep 30, 23	+6.96K	0.21%
ADVISOR PARTNERS II, LLC	4.58K	Sep 30, 23	+4.58K	0.01%
Icon Wealth Partners, LLC	3.89K	Sep 30, 23	-9	0.01%
TimeScale Financial, Inc.	663	Jun 30, 23	--	0.00%
Barber Financial Group, Inc.	15.15K	Mar 31, 23	+1.78K	0.05%
Laurel Wealth Advisors, Inc.	14.17K	Dec 31, 22	-62	0.05%
St. James Investment Advisors, LLC	57	Dec 31, 22	--	0.00%
KARLINSKI ANDREW C	29.29K	Sep 30, 22	-2.52K	0.09%
Karn, Couzens & Associates, Inc.	75.06K	Mar 31, 22	+7.86K	0.24%
NEXT Financial Group, Inc	18.57K	Dec 31, 21	-1.75K	0.06%
Carroll Financial Associates, Inc.	1.45K	Dec 31, 21	--	0.00%
Pacific Edge Advisors, LLC	60.75K	Sep 30, 21	+2.80K	0.20%
DERBY & COMPANY, INC	43.78K	Sep 30, 21	+16.30K	0.14%
Berman Capital Advisors, LLC	4.10K	Sep 30, 21	-25.54K	0.01%
USCA RIA LLC	7.10K	Jun 30, 21	-5.87K	0.02%
Stewardship Financial Advisors, LLC	825	Mar 31, 21	-398	0.00%
Independence Advisors, LLC	8.00K	Sep 30, 20	--	0.03%
First Allied Advisory Services, Inc.	--	Sep 30, 20	-17.14K	--
ACCURATE INVESTMENT SOLUTIONS, INC.	7.00K	Mar 31, 20	--	0.02%
Jackson Financial Management	50.00K	Dec 31, 19	+25.00K	0.16%
Advisor Group, Inc.	40.73K	Dec 31, 19	-42.50K	0.13%
LADENBURG THALMANN FINANCIAL SERVICES INC.	22.78K	Dec 31, 19	+6.30K	0.07%
Hugh Johnson Advisors LLC	40.85K	Jun 30, 19	-3.66K	0.13%
WealthTrust Fairport, LLC	57.80K	Mar 31, 19	+18.01K	0.19%
NEXT Financial Holdings	3.10K	Mar 31, 19	+3.10K	0.01%
Requisite Energy Fund I LP	281.24K	Dec 31, 18	+281.24K	0.91%
Questar Asset Management, Inc.	37.11K	Dec 31, 18	+37.11K	0.12%
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA	32.00K	Sep 30, 18	+32.00K	0.10%
Yellowstone Partners, LLC	7.52K	Dec 31, 17	+1.05K	0.02%
Virtu KCG Holdings LLC	11.79K	Jun 30, 17	-3.97K	0.04%
BlackRock Investment Management, LLC	9.70K	Dec 31, 16	+9.70K	0.03%