iShares Short Maturity Municipal Bond Active ETF(MEAR)

$50.05—Stale · unknown old

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iShares Short Maturity Municipal Bond Active ETF(MEAR)

USBATS • Last print unknown ago

$50.05—Stale · unknown old

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MEAR(MEAR)

MEAR

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Institutional Ownership

Top 296 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	3.33M	Jun 30, 26	+67.34K	11.81%
Rockwood Wealth Management, LLC	2.37M	Jun 30, 26	+93.96K	8.42%
Resonant Capital Advisors, LLC	1.80M	Jun 30, 26	+137.41K	6.41%
BANK OF AMERICA CORP /DE/	1.41M	Jun 30, 26	-6.29K	5.02%
CAPTRUST FINANCIAL ADVISORS	1.05M	Jun 30, 26	-17.59K	3.75%
LPL Financial LLC	755.03K	Jun 30, 26	-4.59K	2.68%
Integrated Wealth Concepts LLC	685.66K	Jun 30, 26	+27.71K	2.44%
Foster Group, Inc.	612.47K	Jun 30, 26	+22.59K	2.18%
Cetera Investment Advisers	533.44K	Jun 30, 26	+27.43K	1.89%
Rockefeller Capital Management L.P.	457.12K	Jun 30, 26	+231.11K	1.62%
Ullmann Wealth Partners Group, LLC	444.31K	Jun 30, 26	+8.48K	1.58%
JPMORGAN CHASE & CO	366.93K	Jun 30, 26	+37.71K	1.30%
ADVISOR GROUP HOLDINGS, INC.	341.83K	Jun 30, 26	+45.29K	1.21%
Equitable Holdings, Inc.	291.79K	Jun 30, 26	-93.34K	1.04%
Smart Money Group LLC	285.98K	Jun 30, 26	+127.17K	1.02%
Dynasty Wealth Management, LLC	260.29K	Jun 30, 26	+38.39K	0.92%
Quotient Wealth Partners, LLC	227.25K	Jun 30, 26	+23.03K	0.81%
ROYAL BANK OF CANADA	207.54K	Jun 30, 26	+47.63K	0.74%
HighTower Advisors, LLC	205.25K	Jun 30, 26	+11.49K	0.73%
JONES FINANCIAL COMPANIES LLLP	195.91K	Jun 30, 26	+62.29K	0.70%
55 North Private Wealth, LLC	189.92K	Jun 30, 26	+94.35K	0.67%
Colony Group, LLC	181.09K	Jun 30, 26	-12.33K	0.64%
Pine Harbor Wealth Management, LLC	172.30K	Jun 30, 26	-2.77K	0.61%
Cambridge Investment Research Advisors, Inc.	156.80K	Jun 30, 26	-10.73K	0.56%
UBS Group AG	131.55K	Jun 30, 26	+26.96K	0.47%
DeLarme Wealth Management, Inc.	127.86K	Jun 30, 26	+3.06K	0.45%
NewEdge Advisors, LLC	116.07K	Jun 30, 26	+13.68K	0.41%
Merit Financial Group, LLC	113.83K	Jun 30, 26	+5.01K	0.40%
Integrated Investment Consultants, LLC	113.72K	Jun 30, 26	+27.31K	0.40%
ENVESTNET ASSET MANAGEMENT INC	112.91K	Jun 30, 26	+12.91K	0.40%
Ausdal Financial Partners, Inc.	109.52K	Jun 30, 26	+24.31K	0.39%
Betterment LLC	102.03K	Jun 30, 26	-11.49K	0.36%
DONALDSON CAPITAL MANAGEMENT, LLC	89.47K	Jun 30, 26	+9.48K	0.32%
RAYMOND JAMES FINANCIAL INC	84.76K	Jun 30, 26	+34.48K	0.30%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	81.90K	Jun 30, 26	+4.07K	0.29%
NATIXIS ADVISORS, L.P.	81.65K	Jun 30, 26	+43.46K	0.29%
Sanctuary Advisors, LLC	79.08K	Jun 30, 26	-22.26K	0.28%
Cresta Advisors, Ltd.	78.77K	Jun 30, 26	--	0.28%
Willis Johnson & Associates, Inc.	71.30K	Jun 30, 26	-1.54K	0.25%
JACOBSON & SCHMITT ADVISORS, LLC	68.78K	Jun 30, 26	-2.10K	0.24%
Elmwood Wealth Management, Inc.	67.46K	Jun 30, 26	-20.56K	0.24%
Richard P Slaughter Associates Inc	60.36K	Jun 30, 26	-35.09K	0.21%
Beacon Pointe Advisors, LLC	57.06K	Jun 30, 26	+164	0.20%
THRIVENT FINANCIAL FOR LUTHERANS	55.41K	Jun 30, 26	+3.29K	0.20%
AXXCESS WEALTH MANAGEMENT, LLC	54.96K	Jun 30, 26	+54.96K	0.20%
BlackRock, Inc.	53.35K	Jun 30, 26	-614	0.19%
Bank of New York Mellon Corp	52.93K	Jun 30, 26	-375.90K	0.19%
Horizon Wealth Management, LLC	51.95K	Jun 30, 26	-5.97K	0.18%
STIFEL FINANCIAL CORP	49.02K	Jun 30, 26	-180	0.17%
TITLEIST ASSET MANAGEMENT, LLC	48.60K	Jun 30, 26	+2.20K	0.17%
Aprio Wealth Management, LLC	44.01K	Jun 30, 26	+2.84K	0.16%
Sigma Planning Corp	43.74K	Jun 30, 26	-19.63K	0.16%
Resources Investment Advisors, LLC.	43.59K	Jun 30, 26	-13.38K	0.15%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	43.11K	Jun 30, 26	-30	0.15%
Meeder Advisory Services, Inc.	43.03K	Jun 30, 26	+304	0.15%
Flagship Private Wealth, LLC	42.69K	Jun 30, 26	-6.30K	0.15%
IFP Advisors, Inc	41.79K	Jun 30, 26	+2.46K	0.15%
Modern Wealth Management, LLC	41.65K	Jun 30, 26	-13.46K	0.15%
Highland Financial Advisors, LLC	41.49K	Jun 30, 26	+1.27K	0.15%
Sovran Advisors, LLC	41.12K	Jun 30, 26	-304	0.15%
Asset Allocation Strategies LLC	40.92K	Jun 30, 26	+7.84K	0.15%
PERSPECTIVE WEALTH ADVISORS LLC	39.14K	Jun 30, 26	+39.14K	0.14%
Stratos Wealth Partners, LTD.	38.45K	Jun 30, 26	-990	0.14%
EAGLE GLOBAL ADVISORS LLC	38.40K	Jun 30, 26	+2.25K	0.14%
Summit Wealth Partners, LLC	37.73K	Jun 30, 26	--	0.13%
Kestra Advisory Services, LLC	37.72K	Jun 30, 26	-23.14K	0.13%
Core Wealth Advisors, Inc.	36.51K	Jun 30, 26	+11.69K	0.13%
Henderson Brothers Financial Partners, LLC	34.29K	Jun 30, 26	-29.72K	0.12%
HILL ISLAND FINANCIAL LLC	34.15K	Jun 30, 26	--	0.12%
MML INVESTORS SERVICES, LLC	33.57K	Jun 30, 26	+10.71K	0.12%
Waverly Advisors, LLC	32.63K	Jun 30, 26	+4.92K	0.12%
SAGESPRING WEALTH PARTNERS, LLC	32.32K	Jun 30, 26	+26.33K	0.11%
Lakeridge Wealth Management LLC	31.77K	Jun 30, 26	--	0.11%
COMMONWEALTH EQUITY SERVICES, LLC	31.76K	Jun 30, 26	+277	0.11%
Evernest Financial Advisors, LLC	31.26K	Jun 30, 26	+1.92K	0.11%
1900 WEALTH MANAGEMENT LLC	30.78K	Jun 30, 26	--	0.11%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	29.54K	Jun 30, 26	-19.44K	0.10%
STEPHENS INC /AR/	29.53K	Jun 30, 26	-11.20K	0.10%
Valeo Financial Advisors, LLC	28.85K	Jun 30, 26	-581	0.10%
FIFTH THIRD BANCORP	28.59K	Jun 30, 26	-2.10K	0.10%
KWMG, LLC	27.75K	Jun 30, 26	-2.93K	0.10%
WILEY BROS.-AINTREE CAPITAL, LLC	27.51K	Jun 30, 26	+1.13K	0.10%
Five Pine Wealth Management	27.15K	Jun 30, 26	-4.76K	0.10%
TRUIST FINANCIAL CORP	27.07K	Jun 30, 26	+55	0.10%
BETO FINANCIAL GROUP, LLC	26.73K	Jun 30, 26	+26.73K	0.09%
MMA ASSET MANAGEMENT LLC	26.32K	Jun 30, 26	-876	0.09%
D.A. DAVIDSON & CO.	25.76K	Jun 30, 26	+2.73K	0.09%
Syntegra Private Wealth Group, LLC	25.61K	Jun 30, 26	--	0.09%
Cornerstone Financial Management LLC	24.66K	Jun 30, 26	+8	0.09%
VestGen Advisors, LLC	23.28K	Jun 30, 26	+3	0.08%
McKinley Carter Wealth Services, Inc.	23.10K	Jun 30, 26	+487	0.08%
Alexander Randolph Advisory, Inc.	22.84K	Jun 30, 26	-2.61K	0.08%
Creative Planning	22.66K	Jun 30, 26	+646	0.08%
DORVAL Corp	22.25K	Jun 30, 26	+1.63K	0.08%
Private Advisor Group, LLC	21.57K	Jun 30, 26	+1.15K	0.08%
Janney Montgomery Scott LLC	20.89K	Jun 30, 26	-427	0.07%
One Capital Management, LLC	20.86K	Jun 30, 26	--	0.07%
Chicago Partners Investment Group LLC	20.81K	Jun 30, 26	+5.05K	0.07%
Columbia River Financial Group, LLC	20.72K	Jun 30, 26	+143	0.07%
BDFS Capital LLC	19.44K	Jun 30, 26	+15.24K	0.07%
WIN ADVISORS, INC	19.43K	Jun 30, 26	+19.43K	0.07%
Total Clarity Wealth Management, Inc.	19.25K	Jun 30, 26	-1.01K	0.07%
Quantinno Capital Management LP	19.10K	Jun 30, 26	+19.10K	0.07%
Objective Capital Management, LLC	18.73K	Jun 30, 26	+1.51K	0.07%
Advisory Services Network, LLC	18.30K	Jun 30, 26	+9.22K	0.06%
Keystone Financial Group, Inc.	17.82K	Jun 30, 26	-26.08K	0.06%
Tortoise Investment Management, LLC	17.00K	Jun 30, 26	--	0.06%
4J Wealth Management LLC	16.87K	Jun 30, 26	-305	0.06%
Brookwood Investment Group LLC	16.86K	Jun 30, 26	-1.16K	0.06%
Redhawk Wealth Advisors, Inc.	15.83K	Jun 30, 26	+15.83K	0.06%
Kathmere Capital Management, LLC	15.08K	Jun 30, 26	+105	0.05%
Clarity Asset Management, Inc.	14.93K	Jun 30, 26	-44.74K	0.05%
Daybright Advisory Services, Inc.	14.78K	Jun 30, 26	+138	0.05%
SYKON CAPITAL LLC	14.50K	Jun 30, 26	+1.70K	0.05%
Avestar Capital, LLC	12.76K	Jun 30, 26	+4.76K	0.05%
VALLEY NATIONAL ADVISERS INC	12.76K	Jun 30, 26	+1.86K	0.05%
Fourth Dimension Wealth, LLC	12.69K	Jun 30, 26	-1.92K	0.05%
PNC FINANCIAL SERVICES GROUP, INC.	12.37K	Jun 30, 26	+303	0.04%
Farther Finance Advisors, LLC	12.13K	Jun 30, 26	-7.78K	0.04%
Vertex Planning Partners, LLC	11.76K	Jun 30, 26	+2.18K	0.04%
GREAT VALLEY ADVISOR GROUP, INC.	11.55K	Jun 30, 26	+11.55K	0.04%
QUANTIFY CHAOS ADVISORS, LLC	11.52K	Jun 30, 26	+264	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	11.31K	Jun 30, 26	+1.26K	0.04%
Sharkey, Howes & Javer	11.30K	Jun 30, 26	-2.22K	0.04%
Carolina Wealth Management Inc	11.03K	Jun 30, 26	+11.03K	0.04%
Mount Yale Investment Advisors, LLC	10.89K	Jun 30, 26	-1.68K	0.04%
Chatterton & Associates Inc.	10.85K	Jun 30, 26	--	0.04%
Strategic Financial Concepts, LLC	10.65K	Jun 30, 26	+10.65K	0.04%
Forum Financial Management, LP	10.50K	Jun 30, 26	--	0.04%
Vestmark Advisory Solutions, Inc.	10.49K	Jun 30, 26	-1.28K	0.04%
HB Wealth Management, LLC	9.58K	Jun 30, 26	+3.11K	0.03%
Cerity Partners LLC	9.52K	Jun 30, 26	-23	0.03%
Nuveen, LLC	9.34K	Jun 30, 26	+9.34K	0.03%
Client First Capital LLC	9.17K	Jun 30, 26	--	0.03%
IHT Wealth Management, LLC	9.06K	Jun 30, 26	-285	0.03%
HighPoint Advisor Group LLC	9.00K	Jun 30, 26	+1.25K	0.03%
Dynamic Advisor Solutions LLC	8.72K	Jun 30, 26	+19	0.03%
Csenge Advisory Group	8.66K	Jun 30, 26	--	0.03%
SRS Capital Advisors, Inc.	8.52K	Jun 30, 26	+8.52K	0.03%
Savant Capital, LLC	8.31K	Jun 30, 26	-6.10K	0.03%
HARBOUR INVESTMENTS, INC.	8.27K	Jun 30, 26	-1.00K	0.03%
Cross Staff Investments Inc	8.00K	Jun 30, 26	--	0.03%
Wealth Alliance	7.97K	Jun 30, 26	+2.76K	0.03%
BENJAMIN EDWARDS INC	7.96K	Jun 30, 26	+306	0.03%
Argent Trust Co	7.89K	Jun 30, 26	+415	0.03%
Financial Plan, Inc.	7.80K	Jun 30, 26	+497	0.03%
Southeast Asset Advisors Inc.	7.75K	Jun 30, 26	--	0.03%
CreativeOne Wealth, LLC	7.47K	Jun 30, 26	+7.47K	0.03%
Milestone Investment Advisors LLC	7.38K	Jun 30, 26	--	0.03%
Elequin Securities, LLC	7.31K	Jun 30, 26	+7.31K	0.03%
SEEDS INVESTOR LLC	7.13K	Jun 30, 26	+178	0.03%
Allworth Financial LP	7.09K	Jun 30, 26	+1.69K	0.03%
MRP Capital Investments, LLC	7.00K	Jun 30, 26	--	0.02%
MGO ONE SEVEN LLC	6.91K	Jun 30, 26	-1.38K	0.02%
OPTIMA CAPITAL LLC	6.85K	Jun 30, 26	+531	0.02%
Iowa State Bank	6.65K	Jun 30, 26	--	0.02%
KM Capital Management Ltd.	6.36K	Jun 30, 26	-1.21K	0.02%
TAGStone Capital, Inc.	6.32K	Jun 30, 26	-907	0.02%
Highland Investment Advisors LLC	6.21K	Jun 30, 26	+6.21K	0.02%
FLOW TRADERS U.S. LLC	6.16K	Jun 30, 26	-56.47K	0.02%
Mallini Complete Financial Planning LLC	6.00K	Jun 30, 26	--	0.02%
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	5.99K	Jun 30, 26	+42	0.02%
BCGM Wealth Management, LLC	5.95K	Jun 30, 26	+41	0.02%
Heritage Wealth Management, Inc./Texas	5.81K	Jun 30, 26	--	0.02%
Capital Advisors, Ltd. LLC	5.64K	Jun 30, 26	+38	0.02%
Vise Technologies, Inc.	5.63K	Jun 30, 26	-1.84K	0.02%
SILVER OAK SECURITIES, INCORPORATED	5.63K	Jun 30, 26	--	0.02%
Buckingham Strategic Partners	5.55K	Jun 30, 26	+24	0.02%
FINANCIAL MANAGEMENT NETWORK INC	5.54K	Jun 30, 26	-1.95K	0.02%
VERITY Wealth Advisors	5.38K	Jun 30, 26	--	0.02%
BlackDiamond Wealth Management Inc.	5.33K	Jun 30, 26	+293	0.02%
WealthBridge Capital Management, LLC	5.33K	Jun 30, 26	+5.33K	0.02%
Charter Capital Management, LLC\DE	5.30K	Jun 30, 26	--	0.02%
Lantz Financial LLC	5.07K	Jun 30, 26	--	0.02%
LIGHTHOUSE FINANCIAL SERVICES INC /ADV	5.05K	Jun 30, 26	-1.73K	0.02%
Zhang Financial LLC	5.04K	Jun 30, 26	--	0.02%
LEIGH BALDWIN & CO., LLC	5.03K	Jun 30, 26	+5.03K	0.02%
Lionshead Wealth Management, LLC	5.00K	Jun 30, 26	+50	0.02%
SAX WEALTH ADVISORS, LLC	5.00K	Jun 30, 26	--	0.02%
Professional Financial Advisors, LLC	4.99K	Jun 30, 26	+4.99K	0.02%
Fidelis Capital Partners, LLC	4.85K	Jun 30, 26	--	0.02%
Valmark Advisers, Inc.	4.66K	Jun 30, 26	--	0.02%
Dorsey & Whitney Trust CO LLC	4.65K	Jun 30, 26	+623	0.02%
CI Private Wealth, LLC	4.50K	Jun 30, 26	-250	0.02%
INSIGNEO ADVISORY SERVICES, LLC	4.38K	Jun 30, 26	+4.38K	0.02%
Independent Wealth Network Inc.	4.26K	Jun 30, 26	+30	0.02%
Strathmore Capital Advisors, Inc.	4.24K	Jun 30, 26	--	0.02%
Avidian Wealth Solutions, LLC	4.18K	Jun 30, 26	--	0.01%
LEGACY SOLUTIONS, LLC	4.17K	Jun 30, 26	--	0.01%
UNIQUE WEALTH, LLC	4.08K	Jun 30, 26	+4.08K	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%
Concurrent Investment Advisors, LLC	4.02K	Jun 30, 26	--	0.01%
Snowden Capital Advisors LLC	3.97K	Jun 30, 26	+3.97K	0.01%
Steward Partners Investment Advisory, LLC	3.90K	Jun 30, 26	--	0.01%
BLUELINE ADVISORS LLC	3.21K	Jun 30, 26	+1.04K	0.01%
MATHER GROUP, LLC.	2.63K	Jun 30, 26	--	0.01%
Medallion Wealth Advisors, LLC	2.36K	Jun 30, 26	+802	0.01%
Centennial Bank/AR/	2.28K	Jun 30, 26	+141	0.01%
Planning Strategies Inc.	2.18K	Jun 30, 26	+2.18K	0.01%
Parallel Advisors, LLC	2.04K	Jun 30, 26	+2.04K	0.01%
CVA Family Office, LLC	1.98K	Jun 30, 26	--	0.01%
CX Institutional	1.52K	Jun 30, 26	+11	0.01%
Geneos Wealth Management Inc.	1.48K	Jun 30, 26	--	0.01%
WELLS FARGO & COMPANY/MN	1.10K	Jun 30, 26	+999	0.00%
Harbor Asset Planning, Inc.	978	Jun 30, 26	+7	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	728	Jun 30, 26	+728	0.00%
Global Retirement Partners, LLC	721	Jun 30, 26	+721	0.00%
Friedenthal Financial	691	Jun 30, 26	-1.98K	0.00%
Signature Equity Partners, LLC	649	Jun 30, 26	-197	0.00%
City State Bank	381	Jun 30, 26	--	0.00%
Capital Analysts, LLC	217	Jun 30, 26	-220	0.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV	207	Jun 30, 26	--	0.00%
HALLMARK CAPITAL MANAGEMENT INC	200	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	189	Jun 30, 26	-73	0.00%
RAFFA WEALTH MANAGEMENT, LLC	115	Jun 30, 26	--	0.00%
Harborfront Financial Group LLC	95	Jun 30, 26	+95	0.00%
Ronald Blue Trust, Inc.	87	Jun 30, 26	+87	0.00%
Strategic Wealth Advisors LLC	86	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	50	Jun 30, 26	--	0.00%
ASSETMARK, INC	8	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	1	Jun 30, 26	--	0.00%
OLD MISSION CAPITAL LLC	--	Jun 30, 26	-22.12K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-53.34K	--
Skyline Advisors, Inc.	--	Jun 30, 26	-6.58K	--
OpenArc Corporate Advisory, LLC	--	Jun 30, 26	-5.88K	--
McAdam, LLC	--	Jun 30, 26	-10.21K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-37.66K	--
Shum Financial Group, Inc.	--	Jun 30, 26	-4.11K	--
Western Wealth Management, LLC	--	Jun 30, 26	-239	--
Portfolio Design Labs, LLC	--	Jun 30, 26	-111.61K	--
Aptus Capital Advisors, LLC	--	Jun 30, 26	-422	--
RETIREMITTEN FINANCIAL LLC	--	Jun 30, 26	-4.75K	--
MAI Capital Management	--	Jun 30, 26	-3.81K	--
AE Wealth Management LLC	--	Jun 30, 26	-1	--
BESSEMER GROUP INC	--	Jun 30, 26	-21.54K	--
Bellecapital International Ltd.	--	Jun 30, 26	-19.91K	--
Crewe Advisors LLC	--	Jun 30, 26	-307.37K	--
Ascent Group, LLC	--	Jun 30, 26	-94.14K	--
Mariner, LLC	--	Jun 30, 26	-40.53K	--
Belpointe Asset Management LLC	--	Jun 30, 26	-11.12K	--
CWM, LLC	163.62K	Mar 31, 26	-6.57K	0.58%
DGS Capital Management, LLC	130.73K	Mar 31, 26	+28.05K	0.46%
U.S. Capital Wealth Advisors, LLC	24.83K	Mar 31, 26	-4.95K	0.09%
Sunbelt Securities, Inc.	883	Mar 31, 26	--	0.00%
COMERICA BANK	27.05K	Dec 31, 25	-1.58K	0.10%
Obsidian Personal Planning Solutions LLC	68.45K	Sep 30, 25	+2.14K	0.24%
Pineridge Advisors LLC	976	Sep 30, 25	-3.29K	0.00%
Atria Wealth Solutions, Inc.	32.93K	Jun 30, 25	+3.91K	0.12%
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	0.10%
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	0.64%
FinTrust Capital Advisors, LLC	34.37K	Sep 30, 24	+18.39K	0.12%
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	0.21%
BlackRock Inc.	43.92K	Jun 30, 24	-404.39K	0.16%
BENJAMIN F. EDWARDS & COMPANY, INC.	9.46K	Jun 30, 24	+269	0.03%
Cetera Advisors LLC	15.53K	Mar 31, 24	+2.98K	0.06%
Cetera Advisor Networks LLC	13.24K	Mar 31, 24	+26	0.05%
StrategIQ Financial Group, LLC	5.40K	Dec 31, 23	+5.40K	0.02%
COLONY GROUP LLC	183.19K	Sep 30, 23	-10.41K	0.65%
Windsor Group LTD	66.08K	Sep 30, 23	+6.96K	0.23%
ADVISOR PARTNERS II, LLC	4.58K	Sep 30, 23	+4.58K	0.02%
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	0.10%
Karn, Couzens & Associates, Inc.	75.06K	Mar 31, 22	+7.86K	0.27%
NEXT Financial Group, Inc	18.57K	Dec 31, 21	-1.75K	0.07%
Carroll Financial Associates, Inc.	1.45K	Dec 31, 21	--	0.01%
Pacific Edge Advisors, LLC	60.75K	Sep 30, 21	+2.80K	0.22%
DERBY & COMPANY, INC	43.78K	Sep 30, 21	+16.30K	0.16%
Berman Capital Advisors, LLC	4.10K	Sep 30, 21	-25.54K	0.01%
USCA RIA LLC	7.10K	Jun 30, 21	-5.87K	0.03%
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	0.18%
Advisor Group, Inc.	40.73K	Dec 31, 19	-42.50K	0.14%
LADENBURG THALMANN FINANCIAL SERVICES INC.	22.78K	Dec 31, 19	+6.30K	0.08%
Hugh Johnson Advisors LLC	40.85K	Jun 30, 19	-3.66K	0.15%
WealthTrust Fairport, LLC	57.80K	Mar 31, 19	+18.01K	0.21%
NEXT Financial Holdings	3.10K	Mar 31, 19	+3.10K	0.01%
Requisite Energy Fund I LP	281.24K	Dec 31, 18	+281.24K	1.00%
Questar Asset Management, Inc.	37.11K	Dec 31, 18	+37.11K	0.13%
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA	32.00K	Sep 30, 18	+32.00K	0.11%
Yellowstone Partners, LLC	7.52K	Dec 31, 17	+1.05K	0.03%
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%

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Holder

Date

Change

% Held

MORGAN STANLEY

3.33M

Jun 30, 26

+67.34K

11.81%

Rockwood Wealth Management, LLC

2.37M

Jun 30, 26

+93.96K

8.42%

Resonant Capital Advisors, LLC

1.80M

Jun 30, 26

+137.41K

6.41%

BANK OF AMERICA CORP /DE/

1.41M

Jun 30, 26

-6.29K

5.02%

CAPTRUST FINANCIAL ADVISORS

1.05M

Jun 30, 26

-17.59K

3.75%

LPL Financial LLC

755.03K

Jun 30, 26

-4.59K

2.68%

Integrated Wealth Concepts LLC

685.66K

Jun 30, 26

+27.71K

2.44%

Foster Group, Inc.

612.47K

Jun 30, 26

+22.59K

2.18%

Cetera Investment Advisers

533.44K

Jun 30, 26

+27.43K

1.89%

Rockefeller Capital Management L.P.

457.12K

Jun 30, 26

+231.11K

1.62%

Ullmann Wealth Partners Group, LLC

444.31K

Jun 30, 26

+8.48K

1.58%

JPMORGAN CHASE & CO

366.93K

Jun 30, 26

+37.71K

1.30%

ADVISOR GROUP HOLDINGS, INC.

341.83K

Jun 30, 26

+45.29K

1.21%

Equitable Holdings, Inc.

291.79K

Jun 30, 26

-93.34K

1.04%

Smart Money Group LLC

285.98K

Jun 30, 26

+127.17K

1.02%

Dynasty Wealth Management, LLC

260.29K

Jun 30, 26

+38.39K

0.92%

Quotient Wealth Partners, LLC

227.25K

Jun 30, 26

+23.03K

0.81%

ROYAL BANK OF CANADA

207.54K

Jun 30, 26

+47.63K

0.74%

HighTower Advisors, LLC

205.25K

Jun 30, 26

+11.49K

0.73%

JONES FINANCIAL COMPANIES LLLP

195.91K

Jun 30, 26

+62.29K

0.70%

55 North Private Wealth, LLC

189.92K

Jun 30, 26

+94.35K

0.67%

Colony Group, LLC

181.09K

Jun 30, 26

-12.33K

0.64%

Pine Harbor Wealth Management, LLC

172.30K

Jun 30, 26

-2.77K

0.61%

Cambridge Investment Research Advisors, Inc.

156.80K

Jun 30, 26

-10.73K

0.56%

UBS Group AG

131.55K

Jun 30, 26

+26.96K

0.47%

DeLarme Wealth Management, Inc.

127.86K

Jun 30, 26

+3.06K

0.45%

NewEdge Advisors, LLC

116.07K

Jun 30, 26

+13.68K

0.41%

Merit Financial Group, LLC

113.83K

Jun 30, 26

+5.01K

0.40%

Integrated Investment Consultants, LLC

113.72K

Jun 30, 26

+27.31K

0.40%

ENVESTNET ASSET MANAGEMENT INC

112.91K

Jun 30, 26

+12.91K

0.40%

Ausdal Financial Partners, Inc.

109.52K

Jun 30, 26

+24.31K

0.39%

Betterment LLC

102.03K

Jun 30, 26

-11.49K

0.36%

DONALDSON CAPITAL MANAGEMENT, LLC

89.47K

Jun 30, 26

+9.48K

0.32%

RAYMOND JAMES FINANCIAL INC

84.76K

Jun 30, 26

+34.48K

0.30%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

81.90K

Jun 30, 26

+4.07K

0.29%

NATIXIS ADVISORS, L.P.

81.65K

Jun 30, 26

+43.46K

0.29%

Sanctuary Advisors, LLC

79.08K

Jun 30, 26

-22.26K

0.28%

Cresta Advisors, Ltd.

78.77K

Jun 30, 26

0.28%

Willis Johnson & Associates, Inc.

71.30K

Jun 30, 26

-1.54K

0.25%

JACOBSON & SCHMITT ADVISORS, LLC

68.78K

Jun 30, 26

-2.10K

0.24%

Elmwood Wealth Management, Inc.

67.46K

Jun 30, 26

-20.56K

0.24%

Richard P Slaughter Associates Inc

60.36K

Jun 30, 26

-35.09K

0.21%

Beacon Pointe Advisors, LLC

57.06K

Jun 30, 26

+164

0.20%

THRIVENT FINANCIAL FOR LUTHERANS

55.41K

Jun 30, 26

+3.29K

0.20%

AXXCESS WEALTH MANAGEMENT, LLC

54.96K

Jun 30, 26

+54.96K

0.20%

BlackRock, Inc.

53.35K

Jun 30, 26

-614

0.19%

Bank of New York Mellon Corp

52.93K

Jun 30, 26

-375.90K

0.19%

Horizon Wealth Management, LLC

51.95K

Jun 30, 26

-5.97K

0.18%

STIFEL FINANCIAL CORP

49.02K

Jun 30, 26

-180

0.17%

TITLEIST ASSET MANAGEMENT, LLC

48.60K

Jun 30, 26

+2.20K

0.17%

Aprio Wealth Management, LLC

44.01K

Jun 30, 26

+2.84K

0.16%

Sigma Planning Corp

43.74K

Jun 30, 26

-19.63K

0.16%

Resources Investment Advisors, LLC.

43.59K

Jun 30, 26

-13.38K

0.15%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

43.11K

Jun 30, 26

-30

0.15%

Meeder Advisory Services, Inc.

43.03K

Jun 30, 26

+304

0.15%

Flagship Private Wealth, LLC

42.69K

Jun 30, 26

-6.30K

0.15%

IFP Advisors, Inc

41.79K

Jun 30, 26

+2.46K

0.15%

Modern Wealth Management, LLC

41.65K

Jun 30, 26

-13.46K

0.15%

Highland Financial Advisors, LLC

41.49K

Jun 30, 26

+1.27K

0.15%

Sovran Advisors, LLC

41.12K

Jun 30, 26

-304

0.15%

Asset Allocation Strategies LLC

40.92K

Jun 30, 26

+7.84K

0.15%

PERSPECTIVE WEALTH ADVISORS LLC

39.14K

Jun 30, 26

+39.14K

0.14%

Stratos Wealth Partners, LTD.

38.45K

Jun 30, 26

-990

0.14%

EAGLE GLOBAL ADVISORS LLC

38.40K

Jun 30, 26

+2.25K

0.14%

Summit Wealth Partners, LLC

37.73K

Jun 30, 26

0.13%

Kestra Advisory Services, LLC

37.72K

Jun 30, 26

-23.14K

0.13%

Core Wealth Advisors, Inc.

36.51K

Jun 30, 26

+11.69K

0.13%

Henderson Brothers Financial Partners, LLC

34.29K

Jun 30, 26

-29.72K

0.12%

HILL ISLAND FINANCIAL LLC

34.15K

Jun 30, 26

0.12%

MML INVESTORS SERVICES, LLC

33.57K

Jun 30, 26

+10.71K

0.12%

Waverly Advisors, LLC

32.63K

Jun 30, 26

+4.92K

0.12%

SAGESPRING WEALTH PARTNERS, LLC

32.32K

Jun 30, 26

+26.33K

0.11%

Lakeridge Wealth Management LLC

31.77K

Jun 30, 26

0.11%

COMMONWEALTH EQUITY SERVICES, LLC

31.76K

Jun 30, 26

+277

0.11%

Evernest Financial Advisors, LLC

31.26K

Jun 30, 26

+1.92K

0.11%

1900 WEALTH MANAGEMENT LLC

30.78K

Jun 30, 26

0.11%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

29.54K

Jun 30, 26

-19.44K

0.10%

STEPHENS INC /AR/

29.53K

Jun 30, 26

-11.20K

0.10%

Valeo Financial Advisors, LLC

28.85K

Jun 30, 26

-581

0.10%

FIFTH THIRD BANCORP

28.59K

Jun 30, 26

-2.10K

0.10%

KWMG, LLC

27.75K

Jun 30, 26

-2.93K

0.10%

WILEY BROS.-AINTREE CAPITAL, LLC

27.51K

Jun 30, 26

+1.13K

0.10%

Five Pine Wealth Management

27.15K

Jun 30, 26

-4.76K

0.10%

TRUIST FINANCIAL CORP

27.07K

Jun 30, 26

+55

0.10%

BETO FINANCIAL GROUP, LLC

26.73K

Jun 30, 26

+26.73K

0.09%

MMA ASSET MANAGEMENT LLC

26.32K

Jun 30, 26

-876

0.09%

D.A. DAVIDSON & CO.

25.76K

Jun 30, 26

+2.73K

0.09%

Syntegra Private Wealth Group, LLC

25.61K

Jun 30, 26

0.09%

Cornerstone Financial Management LLC

24.66K

Jun 30, 26

0.09%

VestGen Advisors, LLC

23.28K

Jun 30, 26

0.08%

McKinley Carter Wealth Services, Inc.

23.10K

Jun 30, 26

+487

0.08%

Alexander Randolph Advisory, Inc.

22.84K

Jun 30, 26

-2.61K

0.08%

Creative Planning

22.66K

Jun 30, 26

+646

0.08%

DORVAL Corp

22.25K

Jun 30, 26

+1.63K

0.08%

Private Advisor Group, LLC

21.57K

Jun 30, 26

+1.15K

0.08%

Janney Montgomery Scott LLC

20.89K

Jun 30, 26

-427

0.07%

One Capital Management, LLC

20.86K

Jun 30, 26

0.07%

Chicago Partners Investment Group LLC

20.81K

Jun 30, 26

+5.05K

0.07%

Columbia River Financial Group, LLC

20.72K

Jun 30, 26

+143

0.07%

BDFS Capital LLC

19.44K

Jun 30, 26

+15.24K

0.07%

WIN ADVISORS, INC

19.43K

Jun 30, 26

+19.43K

0.07%

Total Clarity Wealth Management, Inc.

19.25K

Jun 30, 26

-1.01K

0.07%

Quantinno Capital Management LP

19.10K

Jun 30, 26

+19.10K

0.07%

Objective Capital Management, LLC

18.73K

Jun 30, 26

+1.51K

0.07%

Advisory Services Network, LLC

18.30K

Jun 30, 26

+9.22K

0.06%

Keystone Financial Group, Inc.

17.82K

Jun 30, 26

-26.08K

0.06%

Tortoise Investment Management, LLC

17.00K

Jun 30, 26

0.06%

4J Wealth Management LLC

16.87K

Jun 30, 26

-305

0.06%

Brookwood Investment Group LLC

16.86K

Jun 30, 26

-1.16K

0.06%

Redhawk Wealth Advisors, Inc.

15.83K

Jun 30, 26

+15.83K

0.06%

Kathmere Capital Management, LLC

15.08K

Jun 30, 26

+105

0.05%

Clarity Asset Management, Inc.

14.93K

Jun 30, 26

-44.74K

0.05%

Daybright Advisory Services, Inc.

14.78K

Jun 30, 26

+138

0.05%

SYKON CAPITAL LLC

14.50K

Jun 30, 26

+1.70K

0.05%

Avestar Capital, LLC

12.76K

Jun 30, 26

+4.76K

0.05%

VALLEY NATIONAL ADVISERS INC

12.76K

Jun 30, 26

+1.86K

0.05%

Fourth Dimension Wealth, LLC

12.69K

Jun 30, 26

-1.92K

0.05%

PNC FINANCIAL SERVICES GROUP, INC.

12.37K

Jun 30, 26

+303

0.04%

Farther Finance Advisors, LLC

12.13K

Jun 30, 26

-7.78K

0.04%

Vertex Planning Partners, LLC

11.76K

Jun 30, 26

+2.18K

0.04%

GREAT VALLEY ADVISOR GROUP, INC.

11.55K

Jun 30, 26

+11.55K

0.04%

QUANTIFY CHAOS ADVISORS, LLC

11.52K

Jun 30, 26

+264

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

11.31K

Jun 30, 26

+1.26K

0.04%

Sharkey, Howes & Javer

11.30K

Jun 30, 26

-2.22K

0.04%

Carolina Wealth Management Inc

11.03K

Jun 30, 26

+11.03K

0.04%

Mount Yale Investment Advisors, LLC

10.89K

Jun 30, 26

-1.68K

0.04%

Chatterton & Associates Inc.

10.85K

Jun 30, 26

0.04%

Strategic Financial Concepts, LLC

10.65K

Jun 30, 26

+10.65K

0.04%

Forum Financial Management, LP

10.50K

Jun 30, 26

0.04%

Vestmark Advisory Solutions, Inc.

10.49K

Jun 30, 26

-1.28K

0.04%

HB Wealth Management, LLC

9.58K

Jun 30, 26

+3.11K

0.03%

Cerity Partners LLC

9.52K

Jun 30, 26

-23

0.03%

Nuveen, LLC

9.34K

Jun 30, 26

+9.34K

0.03%

Client First Capital LLC

9.17K

Jun 30, 26

0.03%

IHT Wealth Management, LLC

9.06K

Jun 30, 26

-285

0.03%

HighPoint Advisor Group LLC

9.00K

Jun 30, 26

+1.25K

0.03%

Dynamic Advisor Solutions LLC

8.72K

Jun 30, 26

+19

0.03%

Csenge Advisory Group

8.66K

Jun 30, 26

0.03%

SRS Capital Advisors, Inc.

8.52K

Jun 30, 26

+8.52K

0.03%

Savant Capital, LLC

8.31K

Jun 30, 26

-6.10K

0.03%

HARBOUR INVESTMENTS, INC.

8.27K

Jun 30, 26

-1.00K

0.03%

Cross Staff Investments Inc

8.00K

Jun 30, 26

0.03%

Wealth Alliance

7.97K

Jun 30, 26

+2.76K

0.03%

BENJAMIN EDWARDS INC

7.96K

Jun 30, 26

+306

0.03%

Argent Trust Co

7.89K

Jun 30, 26

+415

0.03%

Financial Plan, Inc.

7.80K

Jun 30, 26

+497

0.03%

Southeast Asset Advisors Inc.

7.75K

Jun 30, 26

0.03%

CreativeOne Wealth, LLC

7.47K

Jun 30, 26

+7.47K

0.03%

Milestone Investment Advisors LLC

7.38K

Jun 30, 26

0.03%

Elequin Securities, LLC

7.31K

Jun 30, 26

+7.31K

0.03%

SEEDS INVESTOR LLC

7.13K

Jun 30, 26

+178

0.03%

Allworth Financial LP

7.09K

Jun 30, 26

+1.69K

0.03%

MRP Capital Investments, LLC

7.00K

Jun 30, 26

0.02%

MGO ONE SEVEN LLC

6.91K

Jun 30, 26

-1.38K

0.02%

OPTIMA CAPITAL LLC

6.85K

Jun 30, 26

+531

0.02%

Iowa State Bank

6.65K

Jun 30, 26

0.02%

KM Capital Management Ltd.

6.36K

Jun 30, 26

-1.21K

0.02%

TAGStone Capital, Inc.

6.32K

Jun 30, 26

-907

0.02%

Highland Investment Advisors LLC

6.21K

Jun 30, 26

+6.21K

0.02%

FLOW TRADERS U.S. LLC

6.16K

Jun 30, 26

-56.47K

0.02%

Mallini Complete Financial Planning LLC

6.00K

Jun 30, 26

0.02%

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

5.99K

Jun 30, 26

+42

0.02%

BCGM Wealth Management, LLC

5.95K

Jun 30, 26

+41

0.02%

Heritage Wealth Management, Inc./Texas

5.81K

Jun 30, 26

0.02%

Capital Advisors, Ltd. LLC

5.64K

Jun 30, 26

+38

0.02%

Vise Technologies, Inc.

5.63K

Jun 30, 26

-1.84K

0.02%

SILVER OAK SECURITIES, INCORPORATED

5.63K

Jun 30, 26

0.02%

Buckingham Strategic Partners

5.55K

Jun 30, 26

+24

0.02%

FINANCIAL MANAGEMENT NETWORK INC

5.54K

Jun 30, 26

-1.95K

0.02%

VERITY Wealth Advisors

5.38K

Jun 30, 26

0.02%

BlackDiamond Wealth Management Inc.

5.33K

Jun 30, 26

+293

0.02%

WealthBridge Capital Management, LLC

5.33K

Jun 30, 26

+5.33K

0.02%

Charter Capital Management, LLC\DE

5.30K

Jun 30, 26

0.02%

Lantz Financial LLC

5.07K

Jun 30, 26

0.02%

LIGHTHOUSE FINANCIAL SERVICES INC /ADV

5.05K

Jun 30, 26

-1.73K

0.02%

Zhang Financial LLC

5.04K

Jun 30, 26

0.02%

LEIGH BALDWIN & CO., LLC

5.03K

Jun 30, 26

+5.03K

0.02%

Lionshead Wealth Management, LLC

5.00K

Jun 30, 26

+50

0.02%

SAX WEALTH ADVISORS, LLC

5.00K

Jun 30, 26

0.02%

Professional Financial Advisors, LLC

4.99K

Jun 30, 26

+4.99K

0.02%

Fidelis Capital Partners, LLC

4.85K

Jun 30, 26

0.02%

Valmark Advisers, Inc.

4.66K

Jun 30, 26

0.02%

Dorsey & Whitney Trust CO LLC

4.65K

Jun 30, 26

+623

0.02%

CI Private Wealth, LLC

4.50K

Jun 30, 26

-250

0.02%

INSIGNEO ADVISORY SERVICES, LLC

4.38K

Jun 30, 26

+4.38K

0.02%

Independent Wealth Network Inc.

4.26K

Jun 30, 26

+30

0.02%

Strathmore Capital Advisors, Inc.

4.24K

Jun 30, 26

0.02%

Avidian Wealth Solutions, LLC

4.18K

Jun 30, 26

0.01%

LEGACY SOLUTIONS, LLC

4.17K

Jun 30, 26

0.01%

UNIQUE WEALTH, LLC

4.08K

Jun 30, 26

+4.08K

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%

Concurrent Investment Advisors, LLC

4.02K

Jun 30, 26

0.01%

Snowden Capital Advisors LLC

3.97K

Jun 30, 26

+3.97K

0.01%

Steward Partners Investment Advisory, LLC

3.90K

Jun 30, 26

0.01%

BLUELINE ADVISORS LLC

3.21K

Jun 30, 26

+1.04K

0.01%

MATHER GROUP, LLC.

2.63K

Jun 30, 26

0.01%

Medallion Wealth Advisors, LLC

2.36K

Jun 30, 26

+802

0.01%

Centennial Bank/AR/

2.28K

Jun 30, 26

+141

0.01%

Planning Strategies Inc.

2.18K

Jun 30, 26

+2.18K

0.01%

Parallel Advisors, LLC

2.04K

Jun 30, 26

+2.04K

0.01%

CVA Family Office, LLC

1.98K

Jun 30, 26

0.01%

CX Institutional

1.52K

Jun 30, 26

+11

0.01%

Geneos Wealth Management Inc.

1.48K

Jun 30, 26

0.01%

WELLS FARGO & COMPANY/MN

1.10K

Jun 30, 26

+999

0.00%

Harbor Asset Planning, Inc.

978

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

728

Jun 30, 26

+728

0.00%

Global Retirement Partners, LLC

721

Jun 30, 26

+721

0.00%

Friedenthal Financial

691

Jun 30, 26

-1.98K

0.00%

Signature Equity Partners, LLC

649

Jun 30, 26

-197

0.00%

City State Bank

381

Jun 30, 26

0.00%

Capital Analysts, LLC

217

Jun 30, 26

-220

0.00%

OGOREK ANTHONY JOSEPH /NY/ /ADV

207

Jun 30, 26

0.00%

HALLMARK CAPITAL MANAGEMENT INC

200

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

189

Jun 30, 26

-73

0.00%

RAFFA WEALTH MANAGEMENT, LLC

115

Jun 30, 26

0.00%

Harborfront Financial Group LLC

Jun 30, 26

+95

0.00%

Ronald Blue Trust, Inc.

Jun 30, 26

+87

0.00%

Strategic Wealth Advisors LLC

Jun 30, 26

0.00%

NBC SECURITIES, INC.

Jun 30, 26

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

Jun 30, 26

0.00%

OLD MISSION CAPITAL LLC

Jun 30, 26

-22.12K

JANE STREET GROUP, LLC

Jun 30, 26

-53.34K

Skyline Advisors, Inc.

Jun 30, 26

-6.58K

OpenArc Corporate Advisory, LLC

Jun 30, 26

-5.88K

McAdam, LLC

Jun 30, 26

-10.21K

CITADEL ADVISORS LLC

Jun 30, 26

-37.66K

Shum Financial Group, Inc.

Jun 30, 26

-4.11K

Western Wealth Management, LLC

Jun 30, 26

-239

Portfolio Design Labs, LLC

Jun 30, 26

-111.61K

Aptus Capital Advisors, LLC

Jun 30, 26

-422

RETIREMITTEN FINANCIAL LLC

Jun 30, 26

-4.75K

MAI Capital Management

Jun 30, 26

-3.81K

AE Wealth Management LLC

Jun 30, 26

-1

BESSEMER GROUP INC

Jun 30, 26

-21.54K

Bellecapital International Ltd.

Jun 30, 26

-19.91K

Crewe Advisors LLC

Jun 30, 26

-307.37K

Ascent Group, LLC

Jun 30, 26

-94.14K

Mariner, LLC

Jun 30, 26

-40.53K

Belpointe Asset Management LLC

Jun 30, 26

-11.12K

CWM, LLC

163.62K

Mar 31, 26

-6.57K

0.58%

DGS Capital Management, LLC

130.73K

Mar 31, 26

+28.05K

0.46%

U.S. Capital Wealth Advisors, LLC

24.83K

Mar 31, 26

-4.95K

0.09%

Sunbelt Securities, Inc.

883

Mar 31, 26

0.00%

COMERICA BANK

27.05K

Dec 31, 25

-1.58K

0.10%

Obsidian Personal Planning Solutions LLC

68.45K

Sep 30, 25

+2.14K

0.24%

Pineridge Advisors LLC

976

Sep 30, 25

-3.29K

0.00%

Atria Wealth Solutions, Inc.

32.93K

Jun 30, 25

+3.91K

0.12%

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

0.10%

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

0.64%

FinTrust Capital Advisors, LLC

34.37K

Sep 30, 24

+18.39K

0.12%

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

0.21%

BlackRock Inc.

43.92K

Jun 30, 24

-404.39K

0.16%

BENJAMIN F. EDWARDS & COMPANY, INC.

9.46K

Jun 30, 24

+269

0.03%

Cetera Advisors LLC

15.53K

Mar 31, 24

+2.98K

0.06%

Cetera Advisor Networks LLC

13.24K

Mar 31, 24

+26

0.05%

StrategIQ Financial Group, LLC

5.40K

Dec 31, 23

+5.40K

0.02%

COLONY GROUP LLC

183.19K

Sep 30, 23

-10.41K

0.65%

Windsor Group LTD

66.08K

Sep 30, 23

+6.96K

0.23%

ADVISOR PARTNERS II, LLC

4.58K

Sep 30, 23

+4.58K

0.02%

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

Dec 31, 22

0.00%

KARLINSKI ANDREW C

29.29K

Sep 30, 22

-2.52K

0.10%

Karn, Couzens & Associates, Inc.

75.06K

Mar 31, 22

+7.86K

0.27%

NEXT Financial Group, Inc

18.57K

Dec 31, 21

-1.75K

0.07%

Carroll Financial Associates, Inc.

1.45K

Dec 31, 21

0.01%

Pacific Edge Advisors, LLC

60.75K

Sep 30, 21

+2.80K

0.22%

DERBY & COMPANY, INC

43.78K

Sep 30, 21

+16.30K

0.16%

Berman Capital Advisors, LLC

4.10K

Sep 30, 21

-25.54K

0.01%

USCA RIA LLC

7.10K

Jun 30, 21

-5.87K

0.03%

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

0.18%

Advisor Group, Inc.

40.73K

Dec 31, 19

-42.50K

0.14%

LADENBURG THALMANN FINANCIAL SERVICES INC.

22.78K

Dec 31, 19

+6.30K

0.08%

Hugh Johnson Advisors LLC

40.85K

Jun 30, 19

-3.66K

0.15%

WealthTrust Fairport, LLC

57.80K

Mar 31, 19

+18.01K

0.21%

NEXT Financial Holdings

3.10K

Mar 31, 19

+3.10K

0.01%

Requisite Energy Fund I LP

281.24K

Dec 31, 18

+281.24K

1.00%

Questar Asset Management, Inc.

37.11K

Dec 31, 18

+37.11K

0.13%

ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA

32.00K

Sep 30, 18

+32.00K

0.11%

Yellowstone Partners, LLC

7.52K

Dec 31, 17

+1.05K

0.03%

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%