Invesco Dividend Achievers ETF(PFM)

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Invesco Dividend Achievers ETF(PFM)

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$57.81—

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PFM(PFM)

PFM

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Institutional Ownership

Top 195 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	1.81M	Jun 30, 26	-32.45K	13.10%
RAYMOND JAMES FINANCIAL INC	910.25K	Jun 30, 26	-9.43K	6.59%
MORGAN STANLEY	625.66K	Jun 30, 26	-48.94K	4.53%
Modern Wealth Management, LLC	466.30K	Jun 30, 26	+466.30K	3.37%
BANK OF AMERICA CORP /DE/	271.22K	Jun 30, 26	+3.10K	1.96%
JONES FINANCIAL COMPANIES LLLP	231.53K	Jun 30, 26	+23.00K	1.68%
WELLS FARGO & COMPANY/MN	225.10K	Jun 30, 26	+7.98K	1.63%
Clearstead Advisors, LLC	216.82K	Jun 30, 26	-12.02K	1.57%
ROYAL BANK OF CANADA	193.56K	Jun 30, 26	+119.60K	1.40%
NFP Retirement, Inc.	113.78K	Jun 30, 26	+166	0.82%
Focus Financial Network, Inc.	113.60K	Jun 30, 26	+326	0.82%
Rockefeller Capital Management L.P.	99.58K	Jun 30, 26	-677	0.72%
CITIZENS FINANCIAL GROUP INC/RI	95.59K	Jun 30, 26	-281	0.69%
Baird Financial Group, Inc.	85.97K	Jun 30, 26	-733	0.62%
Cetera Investment Advisers	85.29K	Jun 30, 26	-6.06K	0.62%
CHOREO, LLC	81.86K	Jun 30, 26	-11.86K	0.59%
CreativeOne Wealth, LLC	77.46K	Jun 30, 26	-317	0.56%
TD Waterhouse Canada Inc.	77.04K	Jun 30, 26	-6.31K	0.56%
COMMONWEALTH EQUITY SERVICES, LLC	75.67K	Jun 30, 26	-2.64K	0.55%
UBS Group AG	75.53K	Jun 30, 26	-5.52K	0.55%
Everstar Asset Management, LLC	75.33K	Jun 30, 26	+4.97K	0.54%
ADVISOR GROUP HOLDINGS, INC.	63.34K	Jun 30, 26	+4.94K	0.46%
HighTower Advisors, LLC	56.78K	Jun 30, 26	+368	0.41%
Cambridge Investment Research Advisors, Inc.	55.42K	Jun 30, 26	+320	0.40%
KINGSWOOD WEALTH ADVISORS, LLC	50.86K	Jun 30, 26	+1.91K	0.37%
Private Advisor Group, LLC	50.54K	Jun 30, 26	+5.24K	0.37%
JPMORGAN CHASE & CO	50.54K	Jun 30, 26	+3.49K	0.37%
Consolidated Planning Corp	49.81K	Jun 30, 26	+49.81K	0.36%
NESTEGG ADVISORS, INC.	49.28K	Jun 30, 26	-298	0.36%
Flaharty Asset Management, LLC	47.08K	Jun 30, 26	-452.94K	0.34%
Steward Partners Investment Advisory, LLC	46.97K	Jun 30, 26	+1.37K	0.34%
Waverly Advisors, LLC	45.52K	Jun 30, 26	-1.21K	0.33%
Atlas Private Wealth Advisors	41.16K	Jun 30, 26	-1.73K	0.30%
Institute for Wealth Management, LLC.	38.93K	Jun 30, 26	+2	0.28%
MAI Capital Management	38.39K	Jun 30, 26	+1.03K	0.28%
MML INVESTORS SERVICES, LLC	33.05K	Jun 30, 26	+7.84K	0.24%
J.W. COLE ADVISORS, INC.	32.29K	Jun 30, 26	+10	0.23%
INDEPENDENT FINANCIAL GROUP, LLC	23.62K	Jun 30, 26	+917	0.17%
Strategies Wealth Advisors, LLC	23.51K	Jun 30, 26	+14	0.17%
BANK OF MONTREAL /CAN/	23.18K	Jun 30, 26	-794	0.17%
FMR LLC	22.98K	Jun 30, 26	+1.19K	0.17%
Miracle Mile Advisors, LLC	18.69K	Jun 30, 26	-3.77K	0.14%
CFS Investment Advisory Services, LLC	18.35K	Jun 30, 26	-245	0.13%
Lido Advisors, LLC	17.24K	Jun 30, 26	+1	0.12%
Truvestments Capital LLC	16.45K	Jun 30, 26	-604	0.12%
Merit Financial Group, LLC	16.17K	Jun 30, 26	-31	0.12%
FLAGSHIP HARBOR ADVISORS, LLC	16.17K	Jun 30, 26	+901	0.12%
UMB Bank, n.a.	16.00K	Jun 30, 26	--	0.12%
CAPE ANN SAVINGS BANK	15.27K	Jun 30, 26	+61	0.11%
Bank of New York Mellon Corp	15.23K	Jun 30, 26	-4.14K	0.11%
DEUTSCHE BANK AG\	14.99K	Jun 30, 26	+2.07K	0.11%
EP Wealth Advisors, LLC	14.83K	Jun 30, 26	--	0.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	14.71K	Jun 30, 26	-52.99K	0.11%
Koshinski Asset Management, Inc.	14.17K	Jun 30, 26	--	0.10%
Bond & Devick Financial Network, Inc.	13.56K	Jun 30, 26	--	0.10%
EASTERN BANK	12.57K	Jun 30, 26	+7.07K	0.09%
BROWN ADVISORY INC	12.15K	Jun 30, 26	--	0.09%
ENVESTNET ASSET MANAGEMENT INC	12.04K	Jun 30, 26	+30	0.09%
Advisory Services Network, LLC	12.01K	Jun 30, 26	-307	0.09%
GOLDMAN SACHS GROUP INC	11.68K	Jun 30, 26	-6.22K	0.08%
MERCER GLOBAL ADVISORS INC /ADV	11.57K	Jun 30, 26	+1.99K	0.08%
STIFEL FINANCIAL CORP	11.29K	Jun 30, 26	-442	0.08%
Kestra Advisory Services, LLC	11.22K	Jun 30, 26	+1.44K	0.08%
Sanibel Captiva Trust Company, Inc.	10.55K	Jun 30, 26	--	0.08%
CAPTRUST FINANCIAL ADVISORS	10.30K	Jun 30, 26	--	0.07%
Creative Planning	10.29K	Jun 30, 26	-460	0.07%
Allspring Global Investments Holdings, LLC	9.85K	Jun 30, 26	+4.25K	0.07%
Stratos Wealth Partners, LTD.	9.65K	Jun 30, 26	-6	0.07%
CITADEL ADVISORS LLC	9.24K	Jun 30, 26	+538	0.07%
Aptus Capital Advisors, LLC	9.04K	Jun 30, 26	--	0.07%
WBH ADVISORY INC	9.01K	Jun 30, 26	-139	0.07%
Janney Montgomery Scott LLC	8.27K	Jun 30, 26	+662	0.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	7.37K	Jun 30, 26	-1.00K	0.05%
SUMMIT WEALTH GROUP LLC / CO	7.12K	Jun 30, 26	+25	0.05%
CARRET ASSET MANAGEMENT, LLC	6.50K	Jun 30, 26	+500	0.05%
PMG Wealth Management, Inc.	6.49K	Jun 30, 26	--	0.05%
GTS SECURITIES LLC	6.45K	Jun 30, 26	+6.45K	0.05%
IBEX WEALTH ADVISORS	6.43K	Jun 30, 26	-2.05K	0.05%
FIRST MANHATTAN CO. LLC.	6.40K	Jun 30, 26	--	0.05%
Sovran Advisors, LLC	6.00K	Jun 30, 26	+292	0.04%
Accurate Wealth Management, LLC	5.91K	Jun 30, 26	+5.91K	0.04%
Rodgers & Associates, LTD	5.89K	Jun 30, 26	--	0.04%
PRIVATE TRUST CO NA	5.87K	Jun 30, 26	--	0.04%
Sanctuary Advisors, LLC	5.81K	Jun 30, 26	+8	0.04%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	5.81K	Jun 30, 26	-578	0.04%
Sixth Street Partners Management Company, L.P.	5.81K	Jun 30, 26	+5.81K	0.04%
Gotham Asset Management, LLC	5.65K	Jun 30, 26	--	0.04%
NewEdge Advisors, LLC	5.55K	Jun 30, 26	--	0.04%
Integrated Wealth Concepts LLC	5.27K	Jun 30, 26	+735	0.04%
Financial Guidance Group, Inc.	5.12K	Jun 30, 26	--	0.04%
Connecticut Wealth Management, LLC	5.00K	Jun 30, 26	--	0.04%
New Insight Wealth Advisors	4.94K	Jun 30, 26	+4.94K	0.04%
IHT Wealth Management, LLC	4.68K	Jun 30, 26	-489	0.03%
Revisor Wealth Management LLC	4.66K	Jun 30, 26	--	0.03%
Briaud Financial Planning, Inc	4.57K	Jun 30, 26	--	0.03%
Modera Wealth Management, LLC	4.36K	Jun 30, 26	--	0.03%
HB Wealth Management, LLC	4.24K	Jun 30, 26	+4.24K	0.03%
Haverford Trust Co	4.17K	Jun 30, 26	--	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.15K	Jun 30, 26	-146	0.03%
HRT FINANCIAL LP	4.14K	Jun 30, 26	+4.14K	0.03%
BlackRock, Inc.	3.98K	Jun 30, 26	--	0.03%
Belpointe Asset Management LLC	3.94K	Jun 30, 26	+3.94K	0.03%
Farther Finance Advisors, LLC	3.79K	Jun 30, 26	--	0.03%
Allworth Financial LP	3.21K	Jun 30, 26	+13	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	2.87K	Jun 30, 26	--	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2.71K	Jun 30, 26	+2.71K	0.02%
Tower Research Capital LLC (TRC)	2.64K	Jun 30, 26	+2.64K	0.02%
NATIONAL BANK OF CANADA /FI/	2.59K	Jun 30, 26	--	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2.42K	Jun 30, 26	--	0.02%
BLAIR WILLIAM & CO/IL	2.34K	Jun 30, 26	+2.34K	0.02%
Nova Wealth Management, Inc.	2.26K	Jun 30, 26	--	0.02%
Capital Investment Advisory Services, LLC	1.95K	Jun 30, 26	--	0.01%
AlphaCore Capital LLC	1.93K	Jun 30, 26	+6	0.01%
NBC SECURITIES, INC.	1.65K	Jun 30, 26	--	0.01%
Founders Financial Alliance, LLC	1.57K	Jun 30, 26	--	0.01%
Ashton Thomas Private Wealth, LLC	1.43K	Jun 30, 26	--	0.01%
Geneos Wealth Management Inc.	1.43K	Jun 30, 26	--	0.01%
American Capital Advisory, LLC	1.36K	Jun 30, 26	--	0.01%
TSFG, LLC	1.23K	Jun 30, 26	+4	0.01%
Federation des caisses Desjardins du Quebec	1.18K	Jun 30, 26	--	0.01%
ASSETMARK, INC	1.11K	Jun 30, 26	--	0.01%
CITY HOLDING CO	1.04K	Jun 30, 26	+1.04K	0.01%
CITIGROUP INC	1.02K	Jun 30, 26	+1.02K	0.01%
HARBOUR INVESTMENTS, INC.	777	Jun 30, 26	+3	0.01%
Advanced Asset Management Advisors Inc	690	Jun 30, 26	--	0.00%
Spire Wealth Management	688	Jun 30, 26	+2	0.00%
Golden State Wealth Management, LLC	591	Jun 30, 26	-462	0.00%
WEBSTER BANK, N. A.	570	Jun 30, 26	--	0.00%
FIFTH THIRD BANCORP	547	Jun 30, 26	--	0.00%
Tidemark, LLC	541	Jun 30, 26	+1	0.00%
LGT Financial Advisors LLC	500	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	404	Jun 30, 26	+404	0.00%
VANGUARD ADVISERS INC	299	Jun 30, 26	--	0.00%
Glen Eagle Advisors, LLC	270	Jun 30, 26	+270	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	225	Jun 30, 26	--	0.00%
Capital Investment Counsel, Inc	200	Jun 30, 26	+200	0.00%
Parallel Advisors, LLC	198	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	173	Jun 30, 26	--	0.00%
BFSG, LLC	148	Jun 30, 26	-145	0.00%
Ronald Blue Trust, Inc.	38	Jun 30, 26	+38	0.00%
AE Wealth Management LLC	25	Jun 30, 26	--	0.00%
Wagner Wealth Management, LLC	18	Jun 30, 26	--	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-2.52K	--
Western Wealth Management, LLC	--	Jun 30, 26	-1.51K	--
Steel Peak Wealth Management LLC	--	Jun 30, 26	-53.91K	--
Hilton Capital Management, LLC	--	Jun 30, 26	-10.01K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-1.11K	--
Main Street Group, LTD	--	Jun 30, 26	-102	--
Mariner, LLC	--	Jun 30, 26	-70.00K	--
BANK OF AMERICA CORP /DE/	268.12K	Mar 31, 26	-9.66K	1.94%
Equitable Holdings, Inc.	80.73K	Mar 31, 26	+12.03K	0.58%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	67.70K	Mar 31, 26	+67.70K	0.49%
CWM, LLC	689	Mar 31, 26	--	0.00%
COMERICA BANK	547	Dec 31, 25	--	0.00%
AVANTAX ADVISORY SERVICES, INC.	32.70K	Jun 30, 25	-5.93K	0.24%
Congress Wealth Management LLC / DE /	8.60K	Jun 30, 25	+13	0.06%
Good Life Advisors, LLC	7.23K	Jun 30, 25	+905	0.05%
Atria Wealth Solutions, Inc.	5.59K	Jun 30, 25	-230.02K	0.04%
Iron Horse Wealth Management, LLC	204	Jun 30, 25	--	0.00%
HTLF Bank	16.00K	Dec 31, 24	--	0.12%
Raymond James Financial Services Advisors, Inc.	464.66K	Sep 30, 24	+15.44K	3.36%
RAYMOND JAMES & ASSOCIATES	384.77K	Sep 30, 24	+14.46K	2.78%
Aspire Wealth Management Corp	8.56K	Sep 30, 24	+12	0.06%
Annapolis Financial Services, LLC	4.00K	Sep 30, 24	--	0.03%
VitalStone Financial, LLC	160	Sep 30, 24	--	0.00%
JANICZEK WEALTH MANAGEMENT, LLC	906	Jun 30, 24	--	0.01%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	427.29K	Mar 31, 24	-4.63K	3.09%
EUDAIMONIA ADVISORS LLC	43.23K	Mar 31, 24	+4.06K	0.31%
Cetera Advisor Networks LLC	37.87K	Mar 31, 24	+2.48K	0.27%
Cetera Advisors LLC	9.14K	Mar 31, 24	+2.10K	0.07%
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	7.41K	Mar 31, 24	+196	0.05%
FOCUS FINANCIAL NETWORK INC /ADV	112.61K	Dec 31, 23	+112.61K	0.81%
StrategIQ Financial Group, LLC	55.38K	Dec 31, 23	+1.11K	0.40%
DUBUQUE BANK & TRUST CO	16.00K	Sep 30, 23	--	0.12%
Ahrens Investment Partners LLC	800	Mar 31, 23	+800	0.01%
NEW ENGLAND GUILD WEALTH ADVISORS, INC.	8.03K	Dec 31, 22	--	0.06%
Laurel Wealth Advisors, Inc.	6.82K	Dec 31, 22	-300	0.05%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	208.82K	Sep 30, 22	-68.15K	1.51%
American Portfolios Advisors	37.33K	Sep 30, 22	+25.27K	0.27%
55I, LLC	11.29K	Sep 30, 22	+18	0.08%
Carroll Financial Associates, Inc.	19.91K	Dec 31, 21	-2	0.14%
QUEST CAPITAL MANAGEMENT INC /ADV	17.57K	Dec 31, 21	+24	0.13%
Investors Financial Group, LLC	8.63K	Dec 31, 21	-1.69K	0.06%
NEXT Financial Group, Inc	3.95K	Dec 31, 21	--	0.03%
Hochman Cole Investment Advisors, Inc.	59.98K	Sep 30, 21	-4.20K	0.43%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	10.78K	Jun 30, 21	-64	0.08%
NewFocus Financial Group, LLC	23.85K	Dec 31, 20	-1.55K	0.17%
Winslow, Evans & Crocker, Inc.	250	Dec 31, 20	--	0.00%
Stratford Consulting, LLC	10.12K	Mar 31, 20	+27	0.07%
Osborn Williams & Donohoe LLC	--	Mar 31, 20	-14.05K	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	56.84K	Dec 31, 19	+12.77K	0.41%
Advisor Group, Inc.	15.54K	Dec 31, 19	+4.22K	0.11%
Clarfeld Financial Advisors, LLC	46.39K	Dec 31, 18	+46.39K	0.34%
CATAWBA CAPITAL MANAGEMENT /VA	11.46K	Jun 30, 18	+11.46K	0.08%
Edge Advisors, LLC	2.53K	Jun 30, 18	+2.53K	0.02%

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Market Movers

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Visual sector performance

Holder

Date

Change

% Held

LPL Financial LLC

1.81M

Jun 30, 26

-32.45K

13.10%

RAYMOND JAMES FINANCIAL INC

910.25K

Jun 30, 26

-9.43K

6.59%

MORGAN STANLEY

625.66K

Jun 30, 26

-48.94K

4.53%

Modern Wealth Management, LLC

466.30K

Jun 30, 26

+466.30K

3.37%

BANK OF AMERICA CORP /DE/

271.22K

Jun 30, 26

+3.10K

1.96%

JONES FINANCIAL COMPANIES LLLP

231.53K

Jun 30, 26

+23.00K

1.68%

WELLS FARGO & COMPANY/MN

225.10K

Jun 30, 26

+7.98K

1.63%

Clearstead Advisors, LLC

216.82K

Jun 30, 26

-12.02K

1.57%

ROYAL BANK OF CANADA

193.56K

Jun 30, 26

+119.60K

1.40%

NFP Retirement, Inc.

113.78K

Jun 30, 26

+166

0.82%

Focus Financial Network, Inc.

113.60K

Jun 30, 26

+326

0.82%

Rockefeller Capital Management L.P.

99.58K

Jun 30, 26

-677

0.72%

CITIZENS FINANCIAL GROUP INC/RI

95.59K

Jun 30, 26

-281

0.69%

Baird Financial Group, Inc.

85.97K

Jun 30, 26

-733

0.62%

Cetera Investment Advisers

85.29K

Jun 30, 26

-6.06K

0.62%

CHOREO, LLC

81.86K

Jun 30, 26

-11.86K

0.59%

CreativeOne Wealth, LLC

77.46K

Jun 30, 26

-317

0.56%

TD Waterhouse Canada Inc.

77.04K

Jun 30, 26

-6.31K

0.56%

COMMONWEALTH EQUITY SERVICES, LLC

75.67K

Jun 30, 26

-2.64K

0.55%

UBS Group AG

75.53K

Jun 30, 26

-5.52K

0.55%

Everstar Asset Management, LLC

75.33K

Jun 30, 26

+4.97K

0.54%

ADVISOR GROUP HOLDINGS, INC.

63.34K

Jun 30, 26

+4.94K

0.46%

HighTower Advisors, LLC

56.78K

Jun 30, 26

+368

0.41%

Cambridge Investment Research Advisors, Inc.

55.42K

Jun 30, 26

+320

0.40%

KINGSWOOD WEALTH ADVISORS, LLC

50.86K

Jun 30, 26

+1.91K

0.37%

Private Advisor Group, LLC

50.54K

Jun 30, 26

+5.24K

0.37%

JPMORGAN CHASE & CO

50.54K

Jun 30, 26

+3.49K

0.37%

Consolidated Planning Corp

49.81K

Jun 30, 26

+49.81K

0.36%

NESTEGG ADVISORS, INC.

49.28K

Jun 30, 26

-298

0.36%

Flaharty Asset Management, LLC

47.08K

Jun 30, 26

-452.94K

0.34%

Steward Partners Investment Advisory, LLC

46.97K

Jun 30, 26

+1.37K

0.34%

Waverly Advisors, LLC

45.52K

Jun 30, 26

-1.21K

0.33%

Atlas Private Wealth Advisors

41.16K

Jun 30, 26

-1.73K

0.30%

Institute for Wealth Management, LLC.

38.93K

Jun 30, 26

0.28%

MAI Capital Management

38.39K

Jun 30, 26

+1.03K

0.28%

MML INVESTORS SERVICES, LLC

33.05K

Jun 30, 26

+7.84K

0.24%

J.W. COLE ADVISORS, INC.

32.29K

Jun 30, 26

+10

0.23%

INDEPENDENT FINANCIAL GROUP, LLC

23.62K

Jun 30, 26

+917

0.17%

Strategies Wealth Advisors, LLC

23.51K

Jun 30, 26

+14

0.17%

BANK OF MONTREAL /CAN/

23.18K

Jun 30, 26

-794

0.17%

FMR LLC

22.98K

Jun 30, 26

+1.19K

0.17%

Miracle Mile Advisors, LLC

18.69K

Jun 30, 26

-3.77K

0.14%

CFS Investment Advisory Services, LLC

18.35K

Jun 30, 26

-245

0.13%

Lido Advisors, LLC

17.24K

Jun 30, 26

0.12%

Truvestments Capital LLC

16.45K

Jun 30, 26

-604

0.12%

Merit Financial Group, LLC

16.17K

Jun 30, 26

-31

0.12%

FLAGSHIP HARBOR ADVISORS, LLC

16.17K

Jun 30, 26

+901

0.12%

UMB Bank, n.a.

16.00K

Jun 30, 26

0.12%

CAPE ANN SAVINGS BANK

15.27K

Jun 30, 26

+61

0.11%

Bank of New York Mellon Corp

15.23K

Jun 30, 26

-4.14K

0.11%

DEUTSCHE BANK AG\

14.99K

Jun 30, 26

+2.07K

0.11%

EP Wealth Advisors, LLC

14.83K

Jun 30, 26

0.11%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

14.71K

Jun 30, 26

-52.99K

0.11%

Koshinski Asset Management, Inc.

14.17K

Jun 30, 26

0.10%

Bond & Devick Financial Network, Inc.

13.56K

Jun 30, 26

0.10%

EASTERN BANK

12.57K

Jun 30, 26

+7.07K

0.09%

BROWN ADVISORY INC

12.15K

Jun 30, 26

0.09%

ENVESTNET ASSET MANAGEMENT INC

12.04K

Jun 30, 26

+30

0.09%

Advisory Services Network, LLC

12.01K

Jun 30, 26

-307

0.09%

GOLDMAN SACHS GROUP INC

11.68K

Jun 30, 26

-6.22K

0.08%

MERCER GLOBAL ADVISORS INC /ADV

11.57K

Jun 30, 26

+1.99K

0.08%

STIFEL FINANCIAL CORP

11.29K

Jun 30, 26

-442

0.08%

Kestra Advisory Services, LLC

11.22K

Jun 30, 26

+1.44K

0.08%

Sanibel Captiva Trust Company, Inc.

10.55K

Jun 30, 26

0.08%

CAPTRUST FINANCIAL ADVISORS

10.30K

Jun 30, 26

0.07%

Creative Planning

10.29K

Jun 30, 26

-460

0.07%

Allspring Global Investments Holdings, LLC

9.85K

Jun 30, 26

+4.25K

0.07%

Stratos Wealth Partners, LTD.

9.65K

Jun 30, 26

-6

0.07%

CITADEL ADVISORS LLC

9.24K

Jun 30, 26

+538

0.07%

Aptus Capital Advisors, LLC

9.04K

Jun 30, 26

0.07%

WBH ADVISORY INC

9.01K

Jun 30, 26

-139

0.07%

Janney Montgomery Scott LLC

8.27K

Jun 30, 26

+662

0.06%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

7.37K

Jun 30, 26

-1.00K

0.05%

SUMMIT WEALTH GROUP LLC / CO

7.12K

Jun 30, 26

+25

0.05%

CARRET ASSET MANAGEMENT, LLC

6.50K

Jun 30, 26

+500

0.05%

PMG Wealth Management, Inc.

6.49K

Jun 30, 26

0.05%

GTS SECURITIES LLC

6.45K

Jun 30, 26

+6.45K

0.05%

IBEX WEALTH ADVISORS

6.43K

Jun 30, 26

-2.05K

0.05%

FIRST MANHATTAN CO. LLC.

6.40K

Jun 30, 26

0.05%

Sovran Advisors, LLC

6.00K

Jun 30, 26

+292

0.04%

Accurate Wealth Management, LLC

5.91K

Jun 30, 26

+5.91K

0.04%

Rodgers & Associates, LTD

5.89K

Jun 30, 26

0.04%

PRIVATE TRUST CO NA

5.87K

Jun 30, 26

0.04%

Sanctuary Advisors, LLC

5.81K

Jun 30, 26

0.04%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

5.81K

Jun 30, 26

-578

0.04%

Sixth Street Partners Management Company, L.P.

5.81K

Jun 30, 26

+5.81K

0.04%

Gotham Asset Management, LLC

5.65K

Jun 30, 26

0.04%

NewEdge Advisors, LLC

5.55K

Jun 30, 26

0.04%

Integrated Wealth Concepts LLC

5.27K

Jun 30, 26

+735

0.04%

Financial Guidance Group, Inc.

5.12K

Jun 30, 26

0.04%

Connecticut Wealth Management, LLC

5.00K

Jun 30, 26

0.04%

New Insight Wealth Advisors

4.94K

Jun 30, 26

+4.94K

0.04%

IHT Wealth Management, LLC

4.68K

Jun 30, 26

-489

0.03%

Revisor Wealth Management LLC

4.66K

Jun 30, 26

0.03%

Briaud Financial Planning, Inc

4.57K

Jun 30, 26

0.03%

Modera Wealth Management, LLC

4.36K

Jun 30, 26

0.03%

HB Wealth Management, LLC

4.24K

Jun 30, 26

+4.24K

0.03%

Haverford Trust Co

4.17K

Jun 30, 26

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

4.15K

Jun 30, 26

-146

0.03%

HRT FINANCIAL LP

4.14K

Jun 30, 26

+4.14K

0.03%

BlackRock, Inc.

3.98K

Jun 30, 26

0.03%

Belpointe Asset Management LLC

3.94K

Jun 30, 26

+3.94K

0.03%

Farther Finance Advisors, LLC

3.79K

Jun 30, 26

0.03%

Allworth Financial LP

3.21K

Jun 30, 26

+13

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

2.87K

Jun 30, 26

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

2.71K

Jun 30, 26

+2.71K

0.02%

Tower Research Capital LLC (TRC)

2.64K

Jun 30, 26

+2.64K

0.02%

NATIONAL BANK OF CANADA /FI/

2.59K

Jun 30, 26

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.42K

Jun 30, 26

0.02%

BLAIR WILLIAM & CO/IL

2.34K

Jun 30, 26

+2.34K

0.02%

Nova Wealth Management, Inc.

2.26K

Jun 30, 26

0.02%

Capital Investment Advisory Services, LLC

1.95K

Jun 30, 26

0.01%

AlphaCore Capital LLC

1.93K

Jun 30, 26

0.01%

NBC SECURITIES, INC.

1.65K

Jun 30, 26

0.01%

Founders Financial Alliance, LLC

1.57K

Jun 30, 26

0.01%

Ashton Thomas Private Wealth, LLC

1.43K

Jun 30, 26

0.01%

Geneos Wealth Management Inc.

1.43K

Jun 30, 26

0.01%

American Capital Advisory, LLC

1.36K

Jun 30, 26

0.01%

TSFG, LLC

1.23K

Jun 30, 26

0.01%

Federation des caisses Desjardins du Quebec

1.18K

Jun 30, 26

0.01%

ASSETMARK, INC

1.11K

Jun 30, 26

0.01%

CITY HOLDING CO

1.04K

Jun 30, 26

+1.04K

0.01%

CITIGROUP INC

1.02K

Jun 30, 26

+1.02K

0.01%

HARBOUR INVESTMENTS, INC.

777

Jun 30, 26

0.01%

Advanced Asset Management Advisors Inc

690

Jun 30, 26

0.00%

Spire Wealth Management

688

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

591

Jun 30, 26

-462

0.00%

WEBSTER BANK, N. A.

570

Jun 30, 26

0.00%

FIFTH THIRD BANCORP

547

Jun 30, 26

0.00%

Tidemark, LLC

541

Jun 30, 26

0.00%

LGT Financial Advisors LLC

500

Jun 30, 26

0.00%

Global Retirement Partners, LLC

404

Jun 30, 26

+404

0.00%

VANGUARD ADVISERS INC

299

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

270

Jun 30, 26

+270

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

225

Jun 30, 26

0.00%

Capital Investment Counsel, Inc

200

Jun 30, 26

+200

0.00%

Parallel Advisors, LLC

198

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

173

Jun 30, 26

0.00%

BFSG, LLC

148

Jun 30, 26

-145

0.00%

Ronald Blue Trust, Inc.

Jun 30, 26

+38

0.00%

AE Wealth Management LLC

Jun 30, 26

0.00%

Wagner Wealth Management, LLC

Jun 30, 26

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-2.52K

Western Wealth Management, LLC

Jun 30, 26

-1.51K

Steel Peak Wealth Management LLC

Jun 30, 26

-53.91K

Hilton Capital Management, LLC

Jun 30, 26

-10.01K

Sound Income Strategies, LLC

Jun 30, 26

-1.11K

Main Street Group, LTD

Jun 30, 26

-102

Mariner, LLC

Jun 30, 26

-70.00K

BANK OF AMERICA CORP /DE/

268.12K

Mar 31, 26

-9.66K

1.94%

Equitable Holdings, Inc.

80.73K

Mar 31, 26

+12.03K

0.58%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

67.70K

Mar 31, 26

+67.70K

0.49%

CWM, LLC

689

Mar 31, 26

0.00%

COMERICA BANK

547

Dec 31, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

32.70K

Jun 30, 25

-5.93K

0.24%

Congress Wealth Management LLC / DE /

8.60K

Jun 30, 25

+13

0.06%

Good Life Advisors, LLC

7.23K

Jun 30, 25

+905

0.05%

Atria Wealth Solutions, Inc.

5.59K

Jun 30, 25

-230.02K

0.04%

Iron Horse Wealth Management, LLC

204

Jun 30, 25

0.00%

HTLF Bank

16.00K

Dec 31, 24

0.12%

Raymond James Financial Services Advisors, Inc.

464.66K

Sep 30, 24

+15.44K

3.36%

RAYMOND JAMES & ASSOCIATES

384.77K

Sep 30, 24

+14.46K

2.78%

Aspire Wealth Management Corp

8.56K

Sep 30, 24

+12

0.06%

Annapolis Financial Services, LLC

4.00K

Sep 30, 24

0.03%

VitalStone Financial, LLC

160

Sep 30, 24

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

906

Jun 30, 24

0.01%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

427.29K

Mar 31, 24

-4.63K

3.09%

EUDAIMONIA ADVISORS LLC

43.23K

Mar 31, 24

+4.06K

0.31%

Cetera Advisor Networks LLC

37.87K

Mar 31, 24

+2.48K

0.27%

Cetera Advisors LLC

9.14K

Mar 31, 24

+2.10K

0.07%

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

7.41K

Mar 31, 24

+196

0.05%

FOCUS FINANCIAL NETWORK INC /ADV

112.61K

Dec 31, 23

+112.61K

0.81%

StrategIQ Financial Group, LLC

55.38K

Dec 31, 23

+1.11K

0.40%

DUBUQUE BANK & TRUST CO

16.00K

Sep 30, 23

0.12%

Ahrens Investment Partners LLC

800

Mar 31, 23

+800

0.01%

NEW ENGLAND GUILD WEALTH ADVISORS, INC.

8.03K

Dec 31, 22

0.06%

Laurel Wealth Advisors, Inc.

6.82K

Dec 31, 22

-300

0.05%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

208.82K

Sep 30, 22

-68.15K

1.51%

American Portfolios Advisors

37.33K

Sep 30, 22

+25.27K

0.27%

55I, LLC

11.29K

Sep 30, 22

+18

0.08%

Carroll Financial Associates, Inc.

19.91K

Dec 31, 21

-2

0.14%

QUEST CAPITAL MANAGEMENT INC /ADV

17.57K

Dec 31, 21

+24

0.13%

Investors Financial Group, LLC

8.63K

Dec 31, 21

-1.69K

0.06%

NEXT Financial Group, Inc

3.95K

Dec 31, 21

0.03%

Hochman Cole Investment Advisors, Inc.

59.98K

Sep 30, 21

-4.20K

0.43%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

10.78K

Jun 30, 21

-64

0.08%

NewFocus Financial Group, LLC

23.85K

Dec 31, 20

-1.55K

0.17%

Winslow, Evans & Crocker, Inc.

250

Dec 31, 20

0.00%

Stratford Consulting, LLC

10.12K

Mar 31, 20

+27

0.07%

Osborn Williams & Donohoe LLC

Mar 31, 20

-14.05K

LADENBURG THALMANN FINANCIAL SERVICES INC.

56.84K

Dec 31, 19

+12.77K

0.41%

Advisor Group, Inc.

15.54K

Dec 31, 19

+4.22K

0.11%

Clarfeld Financial Advisors, LLC

46.39K

Dec 31, 18

+46.39K

0.34%

CATAWBA CAPITAL MANAGEMENT /VA

11.46K

Jun 30, 18

+11.46K

0.08%

Edge Advisors, LLC

2.53K

Jun 30, 18

+2.53K

0.02%