iShares 0-5 Year Investment Grade Corporate Bond ETF(SLQD)

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iShares 0-5 Year Investment Grade Corporate Bond ETF(SLQD)

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$50.16—

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SLQD(SLQD)

SLQD

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Institutional Ownership

Top 336 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	2.54M	Jun 30, 26	+167.29K	5.39%
Allspring Global Investments Holdings, LLC	2.08M	Jun 30, 26	--	4.40%
LJI Wealth Management, LLC	1.64M	Jun 30, 26	+268.11K	3.47%
MAI Capital Management	1.27M	Jun 30, 26	+190.71K	2.70%
LPL Financial LLC	1.19M	Jun 30, 26	+78.92K	2.51%
UBS Group AG	1.14M	Jun 30, 26	-21.89K	2.41%
Pensionmark Financial Group, LLC	1.03M	Jun 30, 26	--	2.19%
Bramshill Investments, LLC	1.01M	Jun 30, 26	+11.27K	2.14%
FARMERS & MERCHANTS INVESTMENTS INC	982.35K	Jun 30, 26	+11.36K	2.08%
ROYAL BANK OF CANADA	855.93K	Jun 30, 26	+68.13K	1.81%
RAYMOND JAMES FINANCIAL INC	824.30K	Jun 30, 26	+96.34K	1.75%
Crews Bank & Trust	788.53K	Jun 30, 26	+28.95K	1.67%
BANK OF AMERICA CORP /DE/	618.50K	Jun 30, 26	+22.61K	1.31%
Wiser Wealth Management, Inc	510.29K	Jun 30, 26	+18.90K	1.08%
AMERIPRISE FINANCIAL INC	507.29K	Jun 30, 26	-320.84K	1.07%
NewEdge Advisors, LLC	503.38K	Jun 30, 26	+16.03K	1.07%
CREATIVE FINANCIAL DESIGNS INC /ADV	448.81K	Jun 30, 26	-20.78K	0.95%
Vestmark Advisory Solutions, Inc.	418.81K	Jun 30, 26	+21.83K	0.89%
VOISARD ASSET MANAGEMENT GROUP, INC.	394.08K	Jun 30, 26	-135.90K	0.83%
CAMDEN NATIONAL BANK	394.04K	Jun 30, 26	+14.13K	0.83%
Allianz Asset Management GmbH	367.54K	Jun 30, 26	+8.22K	0.78%
ALLSTATE CORP	350.52K	Jun 30, 26	+350.52K	0.74%
Colonial Trust Advisors	327.12K	Jun 30, 26	+13.95K	0.69%
CI Private Wealth, LLC	320.45K	Jun 30, 26	-40.12K	0.68%
Global Wealth Management Investment Advisory, Inc.	275.43K	Jun 30, 26	+10.45K	0.58%
Bank Julius Baer & Co. Ltd, Zurich	265.77K	Jun 30, 26	+227.06K	0.56%
Cetera Investment Advisers	264.86K	Jun 30, 26	-31.71K	0.56%
Waterloo Capital, L.P.	256.25K	Jun 30, 26	+14.27K	0.54%
INTEGRAL INVESTMENT ADVISORS, INC.	250.73K	Jun 30, 26	+21.34K	0.53%
WELLS FARGO & COMPANY/MN	243.87K	Jun 30, 26	+8.99K	0.52%
STIFEL FINANCIAL CORP	242.71K	Jun 30, 26	-13.03K	0.51%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	220.41K	Jun 30, 26	+19.52K	0.47%
ENVESTNET ASSET MANAGEMENT INC	211.19K	Jun 30, 26	-4.96K	0.45%
Colonial Trust Co / SC	199.88K	Jun 30, 26	+7.34K	0.42%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	194.08K	Jun 30, 26	+14.30K	0.41%
HighTower Advisors, LLC	189.05K	Jun 30, 26	-5.40K	0.40%
MML INVESTORS SERVICES, LLC	168.81K	Jun 30, 26	+46.67K	0.36%
LaSalle St. Investment Advisors, LLC	168.01K	Jun 30, 26	+8.11K	0.36%
Resources Investment Advisors, LLC.	166.77K	Jun 30, 26	+166.77K	0.35%
LOOMIS SAYLES & CO L P	161.70K	Jun 30, 26	+48.94K	0.34%
Sierra Capital LLC	158.34K	Jun 30, 26	-2.32K	0.34%
JPMORGAN CHASE & CO	151.63K	Jun 30, 26	+8.07K	0.32%
NDWM LLC	150.11K	Jun 30, 26	+21.39K	0.32%
COMMONWEALTH EQUITY SERVICES, LLC	144.59K	Jun 30, 26	-46.43K	0.31%
Saiph Capital, LLC	143.69K	Jun 30, 26	-5.76K	0.30%
Ifrah Financial Services, Inc.	134.34K	Jun 30, 26	+1.23K	0.28%
Summit Financial, LLC	131.48K	Jun 30, 26	-3.92K	0.28%
Federation des caisses Desjardins du Quebec	130.42K	Jun 30, 26	+1.04K	0.28%
Financial Engines Advisors L.L.C.	127.02K	Jun 30, 26	+3.25K	0.27%
ALTERNA WEALTH MANAGEMENT, INC	119.69K	Jun 30, 26	-27.33K	0.25%
IPG Investment Advisors LLC	119.28K	Jun 30, 26	+87.03K	0.25%
SCOTIA CAPITAL INC.	118.68K	Jun 30, 26	-11.69K	0.25%
BlackRock, Inc.	113.38K	Jun 30, 26	+36	0.24%
Waverly Advisors, LLC	107.01K	Jun 30, 26	+309	0.23%
Harel Insurance Investments & Financial Services Ltd.	106.63K	Jun 30, 26	+3.98K	0.23%
Sanctuary Advisors, LLC	105.50K	Jun 30, 26	+1.70K	0.22%
Creative Planning	103.44K	Jun 30, 26	+103.44K	0.22%
JT Stratford LLC	103.16K	Jun 30, 26	+1.98K	0.22%
DecisionPoint Financial, LLC	95.89K	Jun 30, 26	-320	0.20%
River Wealth Advisors LLC	93.81K	Jun 30, 26	-9.32K	0.20%
Lido Advisors, LLC	93.04K	Jun 30, 26	-10.85K	0.20%
TIAA TRUST, NATIONAL ASSOCIATION	92.86K	Jun 30, 26	+8.81K	0.20%
ADVISOR GROUP HOLDINGS, INC.	84.23K	Jun 30, 26	+14.75K	0.18%
Rosenberg Matthew Hamilton	83.73K	Jun 30, 26	-5.14K	0.18%
Trail Ridge Investment Advisors, LLC	82.30K	Jun 30, 26	+2.31K	0.17%
Belpointe Asset Management LLC	81.03K	Jun 30, 26	+3.93K	0.17%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	79.40K	Jun 30, 26	-1.63K	0.17%
Townsend Financial Planning, LLC	75.38K	Jun 30, 26	+3.88K	0.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	75.13K	Jun 30, 26	+3.74K	0.16%
IFP Advisors, Inc	73.56K	Jun 30, 26	+13.91K	0.16%
JONES FINANCIAL COMPANIES LLLP	72.63K	Jun 30, 26	+15.85K	0.15%
Sugar Maple Asset Management, LLC	62.13K	Jun 30, 26	+5.67K	0.13%
GOLDMAN SACHS GROUP INC	62.02K	Jun 30, 26	+4.99K	0.13%
Rockbridge Investment Management, LCC	60.35K	Jun 30, 26	-9	0.13%
Kestra Advisory Services, LLC	59.87K	Jun 30, 26	+53.80K	0.13%
TD Waterhouse Canada Inc.	58.96K	Jun 30, 26	+559	0.12%
JGP Wealth Management, LLC	58.82K	Jun 30, 26	-1.88K	0.12%
Cambridge Investment Research Advisors, Inc.	57.28K	Jun 30, 26	+2.60K	0.12%
Quantinno Capital Management LP	57.19K	Jun 30, 26	-43.64K	0.12%
Kathmere Capital Management, LLC	56.76K	Jun 30, 26	-43.53K	0.12%
Fonville Wealth Management LLC	55.17K	Jun 30, 26	-357	0.12%
Obsido Oy	53.18K	Jun 30, 26	-1.69K	0.11%
Buckingham Strategic Partners	52.94K	Jun 30, 26	+52.94K	0.11%
Portus Wealth Advisors, LLC	50.96K	Jun 30, 26	+1.13K	0.11%
Life Planning Partners, Inc	50.87K	Jun 30, 26	+1.02K	0.11%
BNP PARIBAS ARBITRAGE, SNC	50.00K	Jun 30, 26	+49.92K	0.11%
BANK OF MONTREAL /CAN/	47.17K	Jun 30, 26	+6.27K	0.10%
Argent Advisors, Inc.	43.23K	Jun 30, 26	+1.33K	0.09%
Mariner, LLC	42.80K	Jun 30, 26	-2.63K	0.09%
Topor & Co. Korea	42.56K	Jun 30, 26	--	0.09%
American Wealth Advisors, LLC	42.47K	Jun 30, 26	+256	0.09%
Turn8 Private Wealth Inc.	41.38K	Jun 30, 26	-18.76K	0.09%
Laurel Wealth Advisors LLC	40.60K	Jun 30, 26	+2.02K	0.09%
VISTA INVESTMENT MANAGEMENT	40.23K	Jun 30, 26	-486	0.09%
Ameritas Advisory Services, LLC	39.10K	Jun 30, 26	+39.10K	0.08%
MERCER GLOBAL ADVISORS INC /ADV	38.85K	Jun 30, 26	+38.85K	0.08%
Integrated Wealth Concepts LLC	37.76K	Jun 30, 26	+14.66K	0.08%
StoneX Group Inc.	37.61K	Jun 30, 26	-72	0.08%
Biondo Investment Advisors, LLC	37.48K	Jun 30, 26	+2.59K	0.08%
Sigma Planning Corp	36.13K	Jun 30, 26	+5.82K	0.08%
THRIVENT FINANCIAL FOR LUTHERANS	33.00K	Jun 30, 26	+33.00K	0.07%
Cosner Financial Group, LLC	32.56K	Jun 30, 26	--	0.07%
Janney Montgomery Scott LLC	31.96K	Jun 30, 26	+775	0.07%
OFC FINANCIAL PLANNING, LLC	31.34K	Jun 30, 26	-251	0.07%
RMB Capital Management, LLC	30.30K	Jun 30, 26	-2.16K	0.06%
Equitable Holdings, Inc.	30.13K	Jun 30, 26	+678	0.06%
Stratos Wealth Partners, LTD.	27.46K	Jun 30, 26	-1.74K	0.06%
London & Capital Asset Management Ltd	26.90K	Jun 30, 26	--	0.06%
CARY STREET PARTNERS FINANCIAL LLC	26.17K	Jun 30, 26	+367	0.06%
American Money Management, LLC	25.30K	Jun 30, 26	-1.07K	0.05%
Advisors Capital Management, LLC	25.06K	Jun 30, 26	+8.05K	0.05%
FIFTH THIRD BANCORP	24.46K	Jun 30, 26	-482	0.05%
Garden State Investment Advisory Services LLC	24.38K	Jun 30, 26	+253	0.05%
Wescott Financial Advisory Group, LLC	23.11K	Jun 30, 26	+455	0.05%
Private Wealth Management Group, LLC	22.23K	Jun 30, 26	+1.27K	0.05%
Savant Capital, LLC	21.96K	Jun 30, 26	-1.95K	0.05%
City Center Advisors, LLC	21.82K	Jun 30, 26	+1.04K	0.05%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	21.70K	Jun 30, 26	-1.82K	0.05%
ASSETMARK, INC	21.07K	Jun 30, 26	-87.85K	0.04%
Mutual Advisors, LLC	20.50K	Jun 30, 26	-11	0.04%
WIN ADVISORS, INC	20.02K	Jun 30, 26	+20.02K	0.04%
FC Advisory LLC	19.59K	Jun 30, 26	+114	0.04%
Arkadios Wealth Advisors	19.55K	Jun 30, 26	-2.68K	0.04%
Rehmann Capital Advisory Group	19.12K	Jun 30, 26	+607	0.04%
GeoWealth Management, LLC	18.10K	Jun 30, 26	+1.99K	0.04%
Summa Corp.	18.00K	Jun 30, 26	+3.20K	0.04%
Private Advisor Group, LLC	17.97K	Jun 30, 26	-101.61K	0.04%
Fortis Capital Management LLC	17.58K	Jun 30, 26	+374	0.04%
Financiere des Professionnels - Fonds d,investissement inc.	17.50K	Jun 30, 26	-199.80K	0.04%
Baird Financial Group, Inc.	17.28K	Jun 30, 26	-8.69K	0.04%
INSIGNEO ADVISORY SERVICES, LLC	17.20K	Jun 30, 26	+2.79K	0.04%
Sentinus, LLC	17.15K	Jun 30, 26	-2.60K	0.04%
Private Wealth Group, LLC	17.02K	Jun 30, 26	-5.38K	0.04%
MMBG INVESTMENT ADVISORS CO.	16.96K	Jun 30, 26	--	0.04%
CAPITAL FINANCIAL GROUP INC\CO\ /ADV	16.84K	Jun 30, 26	-15.21K	0.04%
Atomi Financial Group, Inc.	15.46K	Jun 30, 26	+3.10K	0.03%
GREENUP STREET WEALTH MANAGEMENT LLC	15.28K	Jun 30, 26	-443.01K	0.03%
Stokes Family Office, LLC	14.66K	Jun 30, 26	-1.90K	0.03%
CIBC WORLD MARKET INC.	14.49K	Jun 30, 26	+1.07K	0.03%
PRINCIPAL SECURITIES, INC.	14.08K	Jun 30, 26	-93.43K	0.03%
CLUNE & ASSOCIATES, LTD.	13.73K	Jun 30, 26	-7.37K	0.03%
4J Wealth Management LLC	13.12K	Jun 30, 26	-553	0.03%
Advisory Alpha, LLC	13.04K	Jun 30, 26	--	0.03%
Vise Technologies, Inc.	12.92K	Jun 30, 26	-1.94K	0.03%
Probity Advisors, Inc.	12.47K	Jun 30, 26	-163	0.03%
Cedar Point Capital Partners, LLC	12.00K	Jun 30, 26	+420	0.03%
Pitcairn Wealth Advisors LLC	11.68K	Jun 30, 26	--	0.02%
PARSONS CAPITAL MANAGEMENT INC/RI	11.45K	Jun 30, 26	+11.45K	0.02%
KELLY FINANCIAL GROUP LLC	11.19K	Jun 30, 26	-629	0.02%
Parallel Advisors, LLC	10.95K	Jun 30, 26	-432	0.02%
Rialto Wealth Management, LLC	10.79K	Jun 30, 26	-694	0.02%
Investment Advisory Group, LLC	10.68K	Jun 30, 26	--	0.02%
Wolff Financial Management LLC	10.52K	Jun 30, 26	-600	0.02%
Central Pacific Bank - Trust Division	10.49K	Jun 30, 26	--	0.02%
BARINGS LLC	10.40K	Jun 30, 26	-2.61K	0.02%
BUCKHEAD CAPITAL MANAGEMENT LLC	10.05K	Jun 30, 26	-768	0.02%
Alpha Financial Partners, LLC	9.93K	Jun 30, 26	+108	0.02%
One Wealth Advisors, LLC	9.08K	Jun 30, 26	+2.52K	0.02%
PETTYJOHN, WOOD & WHITE, INC	8.79K	Jun 30, 26	--	0.02%
Valmark Advisers, Inc.	8.73K	Jun 30, 26	+702	0.02%
Montis Financial, LLC	8.50K	Jun 30, 26	-3.17K	0.02%
Concurrent Investment Advisors, LLC	8.47K	Jun 30, 26	+220	0.02%
Diversify Advisory Services, LLC	8.01K	Jun 30, 26	+8.01K	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	8.01K	Jun 30, 26	+8.01K	0.02%
TRB Wealth Management, LLC	7.84K	Jun 30, 26	+7.84K	0.02%
Apollon Wealth Management, LLC	7.79K	Jun 30, 26	+675	0.02%
Rockefeller Capital Management L.P.	7.73K	Jun 30, 26	-59	0.02%
Ashton Thomas Private Wealth, LLC	7.50K	Jun 30, 26	+642	0.02%
PFG Advisors	7.29K	Jun 30, 26	-156.89K	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	6.98K	Jun 30, 26	--	0.01%
Allworth Financial LP	6.91K	Jun 30, 26	--	0.01%
MidAtlantic Capital Management, Inc.	6.91K	Jun 30, 26	--	0.01%
Spire Wealth Management	6.82K	Jun 30, 26	--	0.01%
Hoxton Planning & Management, LLC	6.72K	Jun 30, 26	+219	0.01%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	6.55K	Jun 30, 26	--	0.01%
Disciplined Investments, LLC	6.43K	Jun 30, 26	+22	0.01%
Advisory Services Network, LLC	6.39K	Jun 30, 26	+205	0.01%
HSBC HOLDINGS PLC	6.38K	Jun 30, 26	+250	0.01%
Davis Wealth Advisors, LLC	6.05K	Jun 30, 26	--	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	5.94K	Jun 30, 26	-2.81K	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	5.93K	Jun 30, 26	--	0.01%
PRIVATE TRUST CO NA	5.89K	Jun 30, 26	-1.73K	0.01%
Arbor Wealth Management LLC\AZ	5.79K	Jun 30, 26	+5.79K	0.01%
TRUIST FINANCIAL CORP	5.68K	Jun 30, 26	-491	0.01%
LexAurum Advisors, LLC	5.13K	Jun 30, 26	+771	0.01%
Boreal Capital Management LLC	5.06K	Jun 30, 26	--	0.01%
SRS Capital Advisors, Inc.	5.04K	Jun 30, 26	+4.69K	0.01%
Colony Group, LLC	5.00K	Jun 30, 26	+503	0.01%
SEMITAM BONAM LLC	4.94K	Jun 30, 26	--	0.01%
Secure Asset Management, LLC	4.89K	Jun 30, 26	+229	0.01%
NOVEM GROUP	4.65K	Jun 30, 26	+246	0.01%
Atria Investments, Inc	4.59K	Jun 30, 26	-478	0.01%
Weaver Consulting Group	4.54K	Jun 30, 26	--	0.01%
Alhambra Investment Partners LLC	4.38K	Jun 30, 26	--	0.01%
MGO ONE SEVEN LLC	4.38K	Jun 30, 26	+89	0.01%
VAQUERO PRIVATE WEALTH, LTD	4.35K	Jun 30, 26	+4.35K	0.01%
HEADINVEST, LLC	4.34K	Jun 30, 26	-27	0.01%
SEEDS INVESTOR LLC	4.30K	Jun 30, 26	-12.29K	0.01%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	4.20K	Jun 30, 26	--	0.01%
CreativeOne Wealth, LLC	4.17K	Jun 30, 26	+14	0.01%
AdvisorNet Financial, Inc	4.16K	Jun 30, 26	-238	0.01%
HARBOUR INVESTMENTS, INC.	3.64K	Jun 30, 26	-24	0.01%
Wagner Wealth Management, LLC	3.36K	Jun 30, 26	+3.36K	0.01%
FRANKLIN RESOURCES INC	3.35K	Jun 30, 26	--	0.01%
Global Retirement Partners, LLC	3.33K	Jun 30, 26	+3.33K	0.01%
PITTENGER & ANDERSON INC	3.17K	Jun 30, 26	--	0.01%
Archer Investment Corp	2.91K	Jun 30, 26	--	0.01%
GFS Advisors, LLC	2.38K	Jun 30, 26	-572.96K	0.01%
PlanVest Financial, Inc	2.37K	Jun 30, 26	+30	0.01%
NATIONAL BANK OF CANADA /FI/	2.16K	Jun 30, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	2.07K	Jun 30, 26	--	0.00%
GUYASUTA INVESTMENT ADVISORS INC	2.01K	Jun 30, 26	+2.01K	0.00%
Guardian Partners Inc.	2.00K	Jun 30, 26	+2.00K	0.00%
LRI Investments, LLC	1.96K	Jun 30, 26	--	0.00%
CITIGROUP INC	1.94K	Jun 30, 26	--	0.00%
HALLMARK CAPITAL MANAGEMENT INC	1.47K	Jun 30, 26	--	0.00%
Godfrey Financial Associates, Inc.	1.45K	Jun 30, 26	--	0.00%
Triumph Capital Management	1.35K	Jun 30, 26	+2	0.00%
IFG Advisory, LLC	1.22K	Jun 30, 26	+1.22K	0.00%
Medallion Wealth Advisors, LLC	1.20K	Jun 30, 26	-126	0.00%
Meramec Financial Planners, LLC	1.02K	Jun 30, 26	--	0.00%
Buck Wealth Strategies, LLC	1.02K	Jun 30, 26	+1.02K	0.00%
FMR LLC	997	Jun 30, 26	+184	0.00%
AE Wealth Management LLC	958	Jun 30, 26	+112	0.00%
MRP Capital Investments, LLC	885	Jun 30, 26	--	0.00%
Atlantic Edge Private Wealth Management, LLC	800	Jun 30, 26	-500	0.00%
Farther Finance Advisors, LLC	602	Jun 30, 26	+129	0.00%
Smartleaf Asset Management LLC	580	Jun 30, 26	--	0.00%
CVA Family Office, LLC	567	Jun 30, 26	-40	0.00%
Highland Investment Advisors LLC	503	Jun 30, 26	+503	0.00%
Hanson & Doremus Investment Management	418	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	396	Jun 30, 26	+2	0.00%
Lodestone Wealth Management LLC	349	Jun 30, 26	+4	0.00%
THOMPSON INVESTMENT MANAGEMENT, INC.	349	Jun 30, 26	-5	0.00%
IMA Wealth, Inc.	320	Jun 30, 26	+320	0.00%
Harbor Asset Planning, Inc.	232	Jun 30, 26	+3	0.00%
Larson Financial Group LLC	192	Jun 30, 26	--	0.00%
Markowski Investments	175	Jun 30, 26	+175	0.00%
Capital Investment Advisory Services, LLC	175	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	163	Jun 30, 26	--	0.00%
MTM Investment Management, LLC	140	Jun 30, 26	-139	0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	109	Jun 30, 26	+109	0.00%
Aptus Capital Advisors, LLC	102	Jun 30, 26	--	0.00%
NEW ENGLAND ASSET MANAGEMENT INC	100	Jun 30, 26	+100	0.00%
Geneos Wealth Management Inc.	100	Jun 30, 26	--	0.00%
CALDWELL SUTTER CAPITAL, INC.	75	Jun 30, 26	--	0.00%
Strengthening Families & Communities, LLC	64	Jun 30, 26	--	0.00%
EPG Wealth Management LLC	37	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	13	Jun 30, 26	+1	0.00%
TIAA Wealth Investment Management LLC	11	Jun 30, 26	-6	0.00%
EverSource Wealth Advisors, LLC	2	Jun 30, 26	--	0.00%
TOUNJIAN ADVISORY PARTNERS, LLC	1	Jun 30, 26	+1	0.00%
HUNTINGTON NATIONAL BANK	1	Jun 30, 26	--	0.00%
Sound Income Strategies, LLC	--	Jun 30, 26	-296	--
NBT BANK N A /NY	--	Jun 30, 26	-1.15K	--
Adalta Capital Management LLC	--	Jun 30, 26	-6.60K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-68.66K	--
WESPAC Advisors SoCal, LLC	--	Jun 30, 26	-3.97K	--
CFG Wealth Management Services, Inc.	--	Jun 30, 26	-3.20K	--
Western Wealth Management, LLC	--	Jun 30, 26	-1.36K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-52.93K	--
Elevation Capital Advisory, LLC	--	Jun 30, 26	-20.17K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-3.60K	--
Snowden Capital Advisors LLC	--	Jun 30, 26	-3.96K	--
Investors Research Corp	--	Jun 30, 26	-92	--
UBS ASSET MANAGEMENT AMERICAS INC	--	Jun 30, 26	-2.80K	--
HRT FINANCIAL LP	--	Jun 30, 26	-4.55K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-5.49K	--
LVZ, Inc.	--	Jun 30, 26	-4.10K	--
MEITAV INVESTMENT HOUSE LTD	--	Jun 30, 26	-4.78K	--
Charter Oak Capital Management, LLC	39.85K	Mar 31, 26	-18.03K	0.08%
U.S. Capital Wealth Advisors, LLC	4.16K	Mar 31, 26	+4.16K	0.01%
Sunbelt Securities, Inc.	2.67K	Mar 31, 26	--	0.01%
COMERICA BANK	24.96K	Dec 31, 25	-17.34K	0.05%
PURE PORTFOLIOS HOLDINGS LLC	3.95K	Dec 31, 25	+3.95K	0.01%
CIBC Private Wealth Group, LLC	269	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	81	Dec 31, 25	-419	0.00%
PITCAIRN CO	11.68K	Sep 30, 25	--	0.02%
L.M. KOHN & COMPANY	4.82K	Sep 30, 25	-900	0.01%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-32.58K	--
AVANTAX ADVISORY SERVICES, INC.	163.67K	Jun 30, 25	+38.00K	0.35%
PrairieView Partners, LLC	20.99K	Jun 30, 25	-1.33K	0.04%
Good Life Advisors, LLC	7.47K	Jun 30, 25	+7.47K	0.02%
Atria Wealth Solutions, Inc.	4.89K	Jun 30, 25	-200.55K	0.01%
Christopher J. Hasenberg, Inc	632	Jun 30, 25	--	0.00%
Orion Portfolio Solutions, LLC	6.32K	Mar 31, 25	-15.09K	0.01%
Lindbrook Capital, LLC	1.09K	Mar 31, 25	--	0.00%
Southern Style Financial, Inc.	279.38K	Dec 31, 24	+279.38K	0.59%
Gray Wealth Management Inc.	--	Dec 31, 24	-4.11K	--
Raymond James Financial Services Advisors, Inc.	968.89K	Sep 30, 24	+31.31K	2.05%
RAYMOND JAMES & ASSOCIATES	93.09K	Sep 30, 24	-576	0.20%
FinTrust Capital Advisors, LLC	40.71K	Sep 30, 24	-2.01K	0.09%
9258 Wealth Management, LLC	5.77K	Sep 30, 24	-284	0.01%
Peterson Financial Group, Inc.	62	Sep 30, 24	+62	0.00%
Coombe, Bender & Co LLC	172.17K	Jun 30, 24	+21.51K	0.36%
BlackRock Inc.	3.79K	Jun 30, 24	+34	0.01%
HERITAGE WEALTH MANAGEMENT, LLC	--	Jun 30, 24	-21.10K	--
Cetera Advisor Networks LLC	157.97K	Mar 31, 24	+47.14K	0.33%
Cetera Advisors LLC	81.57K	Mar 31, 24	+81.57K	0.17%
Retirement Group, LLC	3.15K	Mar 31, 24	--	0.01%
Curi Wealth Management, LLC	246.31K	Dec 31, 23	-6.64K	0.52%
StrategIQ Financial Group, LLC	111.46K	Dec 31, 23	+12.71K	0.24%
DB Wealth Management Group, LLC	22.53K	Dec 31, 23	-930	0.05%
Day & Ennis, LLC	7.31K	Dec 31, 23	--	0.02%
TIAA, FSB	489.05K	Jun 30, 23	-246.36K	1.04%
BDO Wealth Advisors, LLC	12.32K	Jun 30, 23	-150	0.03%
EATON VANCE MANAGEMENT	59.53K	Sep 30, 22	+200	0.13%
American Portfolios Advisors	18.72K	Sep 30, 22	-3.69K	0.04%
BLUESTEIN R H & CO LLC	17.01K	Sep 30, 22	-3.60K	0.04%
ROOSEVELT INVESTMENT GROUP LLC	4.31K	Sep 30, 22	-1.12K	0.01%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	--	Sep 30, 22	-13.11K	--
DIXON HUBARD FEINOUR & BROWN INC/VA	78.33K	Jun 30, 22	-3.26K	0.17%
B. Riley Wealth Management, Inc.	34.02K	Jun 30, 22	-7.69K	0.07%
B, B, H, & B INC.	--	Mar 31, 22	-141.99K	--
MD Financial Management Inc.	216.94K	Dec 31, 21	+9.44K	0.46%
Asset Planning Services, Ltd.	140.33K	Dec 31, 21	-3.29K	0.30%
NEXT Financial Group, Inc	1.94K	Dec 31, 21	+770	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	10.76K	Sep 30, 21	+2.07K	0.02%
Ameritas Investment Company, LLC	9.18K	Sep 30, 21	+9.18K	0.02%
LEVEL FOUR FINANCIAL, LLC	6.67K	Sep 30, 21	--	0.01%
FEDERAL RESERVE BANK OF NEW YORK	96.03K	Jun 30, 21	-745.95K	0.20%
Pinnacle Wealth Advisors	10.95K	Jun 30, 21	+10.95K	0.02%
Strategic Wealth Management Group, LLC	--	Jun 30, 21	-7.46K	--
CAMDEN NATIONAL CORP	219.25K	Mar 31, 21	+219.25K	0.46%
First Allied Advisory Services, Inc.	5.58K	Sep 30, 20	-852	0.01%
Argent Wealth Management LLC	423.59K	Jun 30, 20	+33.97K	0.90%
Fiduciary Trust Co International of Pennsylvania	6.88K	Mar 31, 20	-49.26K	0.01%
Squar Milner Financial Services LLC	13	Mar 31, 20	--	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	124.15K	Dec 31, 19	+457	0.26%
Advisor Group, Inc.	88.50K	Dec 31, 19	+6.39K	0.19%
Stokes & Hubbell Capital Management, LLC	180.57K	Mar 31, 19	+170.44K	0.38%
IFC Holdings Incorporated/FL	5.75K	Dec 31, 17	-567	0.01%
Commonwealth Equity Services, Inc	95.84K	Jun 30, 17	+53.24K	0.20%
WFG Advisors, LP	200	Jun 30, 17	--	0.00%
MSI Financial Services Inc	9.60K	Dec 31, 16	+693	0.02%
Jane Street Holding, LLC	100.96K	Dec 31, 13	+100.96K	0.21%

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Holder

Date

Change

% Held

MORGAN STANLEY

2.54M

Jun 30, 26

+167.29K

5.39%

Allspring Global Investments Holdings, LLC

2.08M

Jun 30, 26

4.40%

LJI Wealth Management, LLC

1.64M

Jun 30, 26

+268.11K

3.47%

MAI Capital Management

1.27M

Jun 30, 26

+190.71K

2.70%

LPL Financial LLC

1.19M

Jun 30, 26

+78.92K

2.51%

UBS Group AG

1.14M

Jun 30, 26

-21.89K

2.41%

Pensionmark Financial Group, LLC

1.03M

Jun 30, 26

2.19%

Bramshill Investments, LLC

1.01M

Jun 30, 26

+11.27K

2.14%

FARMERS & MERCHANTS INVESTMENTS INC

982.35K

Jun 30, 26

+11.36K

2.08%

ROYAL BANK OF CANADA

855.93K

Jun 30, 26

+68.13K

1.81%

RAYMOND JAMES FINANCIAL INC

824.30K

Jun 30, 26

+96.34K

1.75%

Crews Bank & Trust

788.53K

Jun 30, 26

+28.95K

1.67%

BANK OF AMERICA CORP /DE/

618.50K

Jun 30, 26

+22.61K

1.31%

Wiser Wealth Management, Inc

510.29K

Jun 30, 26

+18.90K

1.08%

AMERIPRISE FINANCIAL INC

507.29K

Jun 30, 26

-320.84K

1.07%

NewEdge Advisors, LLC

503.38K

Jun 30, 26

+16.03K

1.07%

CREATIVE FINANCIAL DESIGNS INC /ADV

448.81K

Jun 30, 26

-20.78K

0.95%

Vestmark Advisory Solutions, Inc.

418.81K

Jun 30, 26

+21.83K

0.89%

VOISARD ASSET MANAGEMENT GROUP, INC.

394.08K

Jun 30, 26

-135.90K

0.83%

CAMDEN NATIONAL BANK

394.04K

Jun 30, 26

+14.13K

0.83%

Allianz Asset Management GmbH

367.54K

Jun 30, 26

+8.22K

0.78%

ALLSTATE CORP

350.52K

Jun 30, 26

+350.52K

0.74%

Colonial Trust Advisors

327.12K

Jun 30, 26

+13.95K

0.69%

CI Private Wealth, LLC

320.45K

Jun 30, 26

-40.12K

0.68%

Global Wealth Management Investment Advisory, Inc.

275.43K

Jun 30, 26

+10.45K

0.58%

Bank Julius Baer & Co. Ltd, Zurich

265.77K

Jun 30, 26

+227.06K

0.56%

Cetera Investment Advisers

264.86K

Jun 30, 26

-31.71K

0.56%

Waterloo Capital, L.P.

256.25K

Jun 30, 26

+14.27K

0.54%

INTEGRAL INVESTMENT ADVISORS, INC.

250.73K

Jun 30, 26

+21.34K

0.53%

WELLS FARGO & COMPANY/MN

243.87K

Jun 30, 26

+8.99K

0.52%

STIFEL FINANCIAL CORP

242.71K

Jun 30, 26

-13.03K

0.51%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

220.41K

Jun 30, 26

+19.52K

0.47%

ENVESTNET ASSET MANAGEMENT INC

211.19K

Jun 30, 26

-4.96K

0.45%

Colonial Trust Co / SC

199.88K

Jun 30, 26

+7.34K

0.42%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

194.08K

Jun 30, 26

+14.30K

0.41%

HighTower Advisors, LLC

189.05K

Jun 30, 26

-5.40K

0.40%

MML INVESTORS SERVICES, LLC

168.81K

Jun 30, 26

+46.67K

0.36%

LaSalle St. Investment Advisors, LLC

168.01K

Jun 30, 26

+8.11K

0.36%

Resources Investment Advisors, LLC.

166.77K

Jun 30, 26

+166.77K

0.35%

LOOMIS SAYLES & CO L P

161.70K

Jun 30, 26

+48.94K

0.34%

Sierra Capital LLC

158.34K

Jun 30, 26

-2.32K

0.34%

JPMORGAN CHASE & CO

151.63K

Jun 30, 26

+8.07K

0.32%

NDWM LLC

150.11K

Jun 30, 26

+21.39K

0.32%

COMMONWEALTH EQUITY SERVICES, LLC

144.59K

Jun 30, 26

-46.43K

0.31%

Saiph Capital, LLC

143.69K

Jun 30, 26

-5.76K

0.30%

Ifrah Financial Services, Inc.

134.34K

Jun 30, 26

+1.23K

0.28%

Summit Financial, LLC

131.48K

Jun 30, 26

-3.92K

0.28%

Federation des caisses Desjardins du Quebec

130.42K

Jun 30, 26

+1.04K

0.28%

Financial Engines Advisors L.L.C.

127.02K

Jun 30, 26

+3.25K

0.27%

ALTERNA WEALTH MANAGEMENT, INC

119.69K

Jun 30, 26

-27.33K

0.25%

IPG Investment Advisors LLC

119.28K

Jun 30, 26

+87.03K

0.25%

SCOTIA CAPITAL INC.

118.68K

Jun 30, 26

-11.69K

0.25%

BlackRock, Inc.

113.38K

Jun 30, 26

+36

0.24%

Waverly Advisors, LLC

107.01K

Jun 30, 26

+309

0.23%

Harel Insurance Investments & Financial Services Ltd.

106.63K

Jun 30, 26

+3.98K

0.23%

Sanctuary Advisors, LLC

105.50K

Jun 30, 26

+1.70K

0.22%

Creative Planning

103.44K

Jun 30, 26

+103.44K

0.22%

JT Stratford LLC

103.16K

Jun 30, 26

+1.98K

0.22%

DecisionPoint Financial, LLC

95.89K

Jun 30, 26

-320

0.20%

River Wealth Advisors LLC

93.81K

Jun 30, 26

-9.32K

0.20%

Lido Advisors, LLC

93.04K

Jun 30, 26

-10.85K

0.20%

TIAA TRUST, NATIONAL ASSOCIATION

92.86K

Jun 30, 26

+8.81K

0.20%

ADVISOR GROUP HOLDINGS, INC.

84.23K

Jun 30, 26

+14.75K

0.18%

Rosenberg Matthew Hamilton

83.73K

Jun 30, 26

-5.14K

0.18%

Trail Ridge Investment Advisors, LLC

82.30K

Jun 30, 26

+2.31K

0.17%

Belpointe Asset Management LLC

81.03K

Jun 30, 26

+3.93K

0.17%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

79.40K

Jun 30, 26

-1.63K

0.17%

Townsend Financial Planning, LLC

75.38K

Jun 30, 26

+3.88K

0.16%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

75.13K

Jun 30, 26

+3.74K

0.16%

IFP Advisors, Inc

73.56K

Jun 30, 26

+13.91K

0.16%

JONES FINANCIAL COMPANIES LLLP

72.63K

Jun 30, 26

+15.85K

0.15%

Sugar Maple Asset Management, LLC

62.13K

Jun 30, 26

+5.67K

0.13%

GOLDMAN SACHS GROUP INC

62.02K

Jun 30, 26

+4.99K

0.13%

Rockbridge Investment Management, LCC

60.35K

Jun 30, 26

-9

0.13%

Kestra Advisory Services, LLC

59.87K

Jun 30, 26

+53.80K

0.13%

TD Waterhouse Canada Inc.

58.96K

Jun 30, 26

+559

0.12%

JGP Wealth Management, LLC

58.82K

Jun 30, 26

-1.88K

0.12%

Cambridge Investment Research Advisors, Inc.

57.28K

Jun 30, 26

+2.60K

0.12%

Quantinno Capital Management LP

57.19K

Jun 30, 26

-43.64K

0.12%

Kathmere Capital Management, LLC

56.76K

Jun 30, 26

-43.53K

0.12%

Fonville Wealth Management LLC

55.17K

Jun 30, 26

-357

0.12%

Obsido Oy

53.18K

Jun 30, 26

-1.69K

0.11%

Buckingham Strategic Partners

52.94K

Jun 30, 26

+52.94K

0.11%

Portus Wealth Advisors, LLC

50.96K

Jun 30, 26

+1.13K

0.11%

Life Planning Partners, Inc

50.87K

Jun 30, 26

+1.02K

0.11%

BNP PARIBAS ARBITRAGE, SNC

50.00K

Jun 30, 26

+49.92K

0.11%

BANK OF MONTREAL /CAN/

47.17K

Jun 30, 26

+6.27K

0.10%

Argent Advisors, Inc.

43.23K

Jun 30, 26

+1.33K

0.09%

Mariner, LLC

42.80K

Jun 30, 26

-2.63K

0.09%

Topor & Co. Korea

42.56K

Jun 30, 26

0.09%

American Wealth Advisors, LLC

42.47K

Jun 30, 26

+256

0.09%

Turn8 Private Wealth Inc.

41.38K

Jun 30, 26

-18.76K

0.09%

Laurel Wealth Advisors LLC

40.60K

Jun 30, 26

+2.02K

0.09%

VISTA INVESTMENT MANAGEMENT

40.23K

Jun 30, 26

-486

0.09%

Ameritas Advisory Services, LLC

39.10K

Jun 30, 26

+39.10K

0.08%

MERCER GLOBAL ADVISORS INC /ADV

38.85K

Jun 30, 26

+38.85K

0.08%

Integrated Wealth Concepts LLC

37.76K

Jun 30, 26

+14.66K

0.08%

StoneX Group Inc.

37.61K

Jun 30, 26

-72

0.08%

Biondo Investment Advisors, LLC

37.48K

Jun 30, 26

+2.59K

0.08%

Sigma Planning Corp

36.13K

Jun 30, 26

+5.82K

0.08%

THRIVENT FINANCIAL FOR LUTHERANS

33.00K

Jun 30, 26

+33.00K

0.07%

Cosner Financial Group, LLC

32.56K

Jun 30, 26

0.07%

Janney Montgomery Scott LLC

31.96K

Jun 30, 26

+775

0.07%

OFC FINANCIAL PLANNING, LLC

31.34K

Jun 30, 26

-251

0.07%

RMB Capital Management, LLC

30.30K

Jun 30, 26

-2.16K

0.06%

Equitable Holdings, Inc.

30.13K

Jun 30, 26

+678

0.06%

Stratos Wealth Partners, LTD.

27.46K

Jun 30, 26

-1.74K

0.06%

London & Capital Asset Management Ltd

26.90K

Jun 30, 26

0.06%

CARY STREET PARTNERS FINANCIAL LLC

26.17K

Jun 30, 26

+367

0.06%

American Money Management, LLC

25.30K

Jun 30, 26

-1.07K

0.05%

Advisors Capital Management, LLC

25.06K

Jun 30, 26

+8.05K

0.05%

FIFTH THIRD BANCORP

24.46K

Jun 30, 26

-482

0.05%

Garden State Investment Advisory Services LLC

24.38K

Jun 30, 26

+253

0.05%

Wescott Financial Advisory Group, LLC

23.11K

Jun 30, 26

+455

0.05%

Private Wealth Management Group, LLC

22.23K

Jun 30, 26

+1.27K

0.05%

Savant Capital, LLC

21.96K

Jun 30, 26

-1.95K

0.05%

City Center Advisors, LLC

21.82K

Jun 30, 26

+1.04K

0.05%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

21.70K

Jun 30, 26

-1.82K

0.05%

ASSETMARK, INC

21.07K

Jun 30, 26

-87.85K

0.04%

Mutual Advisors, LLC

20.50K

Jun 30, 26

-11

0.04%

WIN ADVISORS, INC

20.02K

Jun 30, 26

+20.02K

0.04%

FC Advisory LLC

19.59K

Jun 30, 26

+114

0.04%

Arkadios Wealth Advisors

19.55K

Jun 30, 26

-2.68K

0.04%

Rehmann Capital Advisory Group

19.12K

Jun 30, 26

+607

0.04%

GeoWealth Management, LLC

18.10K

Jun 30, 26

+1.99K

0.04%

Summa Corp.

18.00K

Jun 30, 26

+3.20K

0.04%

Private Advisor Group, LLC

17.97K

Jun 30, 26

-101.61K

0.04%

Fortis Capital Management LLC

17.58K

Jun 30, 26

+374

0.04%

Financiere des Professionnels - Fonds d,investissement inc.

17.50K

Jun 30, 26

-199.80K

0.04%

Baird Financial Group, Inc.

17.28K

Jun 30, 26

-8.69K

0.04%

INSIGNEO ADVISORY SERVICES, LLC

17.20K

Jun 30, 26

+2.79K

0.04%

Sentinus, LLC

17.15K

Jun 30, 26

-2.60K

0.04%

Private Wealth Group, LLC

17.02K

Jun 30, 26

-5.38K

0.04%

MMBG INVESTMENT ADVISORS CO.

16.96K

Jun 30, 26

0.04%

CAPITAL FINANCIAL GROUP INC\CO\ /ADV

16.84K

Jun 30, 26

-15.21K

0.04%

Atomi Financial Group, Inc.

15.46K

Jun 30, 26

+3.10K

0.03%

GREENUP STREET WEALTH MANAGEMENT LLC

15.28K

Jun 30, 26

-443.01K

0.03%

Stokes Family Office, LLC

14.66K

Jun 30, 26

-1.90K

0.03%

CIBC WORLD MARKET INC.

14.49K

Jun 30, 26

+1.07K

0.03%

PRINCIPAL SECURITIES, INC.

14.08K

Jun 30, 26

-93.43K

0.03%

CLUNE & ASSOCIATES, LTD.

13.73K

Jun 30, 26

-7.37K

0.03%

4J Wealth Management LLC

13.12K

Jun 30, 26

-553

0.03%

Advisory Alpha, LLC

13.04K

Jun 30, 26

0.03%

Vise Technologies, Inc.

12.92K

Jun 30, 26

-1.94K

0.03%

Probity Advisors, Inc.

12.47K

Jun 30, 26

-163

0.03%

Cedar Point Capital Partners, LLC

12.00K

Jun 30, 26

+420

0.03%

Pitcairn Wealth Advisors LLC

11.68K

Jun 30, 26

0.02%

PARSONS CAPITAL MANAGEMENT INC/RI

11.45K

Jun 30, 26

+11.45K

0.02%

KELLY FINANCIAL GROUP LLC

11.19K

Jun 30, 26

-629

0.02%

Parallel Advisors, LLC

10.95K

Jun 30, 26

-432

0.02%

Rialto Wealth Management, LLC

10.79K

Jun 30, 26

-694

0.02%

Investment Advisory Group, LLC

10.68K

Jun 30, 26

0.02%

Wolff Financial Management LLC

10.52K

Jun 30, 26

-600

0.02%

Central Pacific Bank - Trust Division

10.49K

Jun 30, 26

0.02%

BARINGS LLC

10.40K

Jun 30, 26

-2.61K

0.02%

BUCKHEAD CAPITAL MANAGEMENT LLC

10.05K

Jun 30, 26

-768

0.02%

Alpha Financial Partners, LLC

9.93K

Jun 30, 26

+108

0.02%

One Wealth Advisors, LLC

9.08K

Jun 30, 26

+2.52K

0.02%

PETTYJOHN, WOOD & WHITE, INC

8.79K

Jun 30, 26

0.02%

Valmark Advisers, Inc.

8.73K

Jun 30, 26

+702

0.02%

Montis Financial, LLC

8.50K

Jun 30, 26

-3.17K

0.02%

Concurrent Investment Advisors, LLC

8.47K

Jun 30, 26

+220

0.02%

Diversify Advisory Services, LLC

8.01K

Jun 30, 26

+8.01K

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

8.01K

Jun 30, 26

+8.01K

0.02%

TRB Wealth Management, LLC

7.84K

Jun 30, 26

+7.84K

0.02%

Apollon Wealth Management, LLC

7.79K

Jun 30, 26

+675

0.02%

Rockefeller Capital Management L.P.

7.73K

Jun 30, 26

-59

0.02%

Ashton Thomas Private Wealth, LLC

7.50K

Jun 30, 26

+642

0.02%

PFG Advisors

7.29K

Jun 30, 26

-156.89K

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

6.98K

Jun 30, 26

0.01%

Allworth Financial LP

6.91K

Jun 30, 26

0.01%

MidAtlantic Capital Management, Inc.

6.91K

Jun 30, 26

0.01%

Spire Wealth Management

6.82K

Jun 30, 26

0.01%

Hoxton Planning & Management, LLC

6.72K

Jun 30, 26

+219

0.01%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

6.55K

Jun 30, 26

0.01%

Disciplined Investments, LLC

6.43K

Jun 30, 26

+22

0.01%

Advisory Services Network, LLC

6.39K

Jun 30, 26

+205

0.01%

HSBC HOLDINGS PLC

6.38K

Jun 30, 26

+250

0.01%

Davis Wealth Advisors, LLC

6.05K

Jun 30, 26

0.01%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

5.94K

Jun 30, 26

-2.81K

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

5.93K

Jun 30, 26

0.01%

PRIVATE TRUST CO NA

5.89K

Jun 30, 26

-1.73K

0.01%

Arbor Wealth Management LLC\AZ

5.79K

Jun 30, 26

+5.79K

0.01%

TRUIST FINANCIAL CORP

5.68K

Jun 30, 26

-491

0.01%

LexAurum Advisors, LLC

5.13K

Jun 30, 26

+771

0.01%

Boreal Capital Management LLC

5.06K

Jun 30, 26

0.01%

SRS Capital Advisors, Inc.

5.04K

Jun 30, 26

+4.69K

0.01%

Colony Group, LLC

5.00K

Jun 30, 26

+503

0.01%

SEMITAM BONAM LLC

4.94K

Jun 30, 26

0.01%

Secure Asset Management, LLC

4.89K

Jun 30, 26

+229

0.01%

NOVEM GROUP

4.65K

Jun 30, 26

+246

0.01%

Atria Investments, Inc

4.59K

Jun 30, 26

-478

0.01%

Weaver Consulting Group

4.54K

Jun 30, 26

0.01%

Alhambra Investment Partners LLC

4.38K

Jun 30, 26

0.01%

MGO ONE SEVEN LLC

4.38K

Jun 30, 26

+89

0.01%

VAQUERO PRIVATE WEALTH, LTD

4.35K

Jun 30, 26

+4.35K

0.01%

HEADINVEST, LLC

4.34K

Jun 30, 26

-27

0.01%

SEEDS INVESTOR LLC

4.30K

Jun 30, 26

-12.29K

0.01%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

4.20K

Jun 30, 26

0.01%

CreativeOne Wealth, LLC

4.17K

Jun 30, 26

+14

0.01%

AdvisorNet Financial, Inc

4.16K

Jun 30, 26

-238

0.01%

HARBOUR INVESTMENTS, INC.

3.64K

Jun 30, 26

-24

0.01%

Wagner Wealth Management, LLC

3.36K

Jun 30, 26

+3.36K

0.01%

FRANKLIN RESOURCES INC

3.35K

Jun 30, 26

0.01%

Global Retirement Partners, LLC

3.33K

Jun 30, 26

+3.33K

0.01%

PITTENGER & ANDERSON INC

3.17K

Jun 30, 26

0.01%

Archer Investment Corp

2.91K

Jun 30, 26

0.01%

GFS Advisors, LLC

2.38K

Jun 30, 26

-572.96K

0.01%

PlanVest Financial, Inc

2.37K

Jun 30, 26

+30

0.01%

NATIONAL BANK OF CANADA /FI/

2.16K

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

2.07K

Jun 30, 26

0.00%

GUYASUTA INVESTMENT ADVISORS INC

2.01K

Jun 30, 26

+2.01K

0.00%

Guardian Partners Inc.

2.00K

Jun 30, 26

+2.00K

0.00%

LRI Investments, LLC

1.96K

Jun 30, 26

0.00%

CITIGROUP INC

1.94K

Jun 30, 26

0.00%

HALLMARK CAPITAL MANAGEMENT INC

1.47K

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

1.45K

Jun 30, 26

0.00%

Triumph Capital Management

1.35K

Jun 30, 26

0.00%

IFG Advisory, LLC

1.22K

Jun 30, 26

+1.22K

0.00%

Medallion Wealth Advisors, LLC

1.20K

Jun 30, 26

-126

0.00%

Meramec Financial Planners, LLC

1.02K

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

1.02K

Jun 30, 26

+1.02K

0.00%

FMR LLC

997

Jun 30, 26

+184

0.00%

AE Wealth Management LLC

958

Jun 30, 26

+112

0.00%

MRP Capital Investments, LLC

885

Jun 30, 26

0.00%

Atlantic Edge Private Wealth Management, LLC

800

Jun 30, 26

-500

0.00%

Farther Finance Advisors, LLC

602

Jun 30, 26

+129

0.00%

Smartleaf Asset Management LLC

580

Jun 30, 26

0.00%

CVA Family Office, LLC

567

Jun 30, 26

-40

0.00%

Highland Investment Advisors LLC

503

Jun 30, 26

+503

0.00%

Hanson & Doremus Investment Management

418

Jun 30, 26

0.00%

NBC SECURITIES, INC.

396

Jun 30, 26

0.00%

Lodestone Wealth Management LLC

349

Jun 30, 26

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

349

Jun 30, 26

-5

0.00%

IMA Wealth, Inc.

320

Jun 30, 26

+320

0.00%

Harbor Asset Planning, Inc.

232

Jun 30, 26

0.00%

Larson Financial Group LLC

192

Jun 30, 26

0.00%

Markowski Investments

175

Jun 30, 26

+175

0.00%

Capital Investment Advisory Services, LLC

175

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

163

Jun 30, 26

0.00%

MTM Investment Management, LLC

140

Jun 30, 26

-139

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

109

Jun 30, 26

+109

0.00%

Aptus Capital Advisors, LLC

102

Jun 30, 26

0.00%

NEW ENGLAND ASSET MANAGEMENT INC

100

Jun 30, 26

+100

0.00%

Geneos Wealth Management Inc.

100

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

Jun 30, 26

0.00%

Strengthening Families & Communities, LLC

Jun 30, 26

0.00%

EPG Wealth Management LLC

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

0.00%

TIAA Wealth Investment Management LLC

Jun 30, 26

-6

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

Sound Income Strategies, LLC

Jun 30, 26

-296

NBT BANK N A /NY

Jun 30, 26

-1.15K

Adalta Capital Management LLC

Jun 30, 26

-6.60K

JANE STREET GROUP, LLC

Jun 30, 26

-68.66K

WESPAC Advisors SoCal, LLC

Jun 30, 26

-3.97K

CFG Wealth Management Services, Inc.

Jun 30, 26

-3.20K

Western Wealth Management, LLC

Jun 30, 26

-1.36K

CITADEL ADVISORS LLC

Jun 30, 26

-52.93K

Elevation Capital Advisory, LLC

Jun 30, 26

-20.17K

Tower Research Capital LLC (TRC)

Jun 30, 26

-3.60K

Snowden Capital Advisors LLC

Jun 30, 26

-3.96K

Investors Research Corp

Jun 30, 26

-92

UBS ASSET MANAGEMENT AMERICAS INC

Jun 30, 26

-2.80K

HRT FINANCIAL LP

Jun 30, 26

-4.55K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-5.49K

LVZ, Inc.

Jun 30, 26

-4.10K

MEITAV INVESTMENT HOUSE LTD

Jun 30, 26

-4.78K

Charter Oak Capital Management, LLC

39.85K

Mar 31, 26

-18.03K

0.08%

U.S. Capital Wealth Advisors, LLC

4.16K

Mar 31, 26

+4.16K

0.01%

Sunbelt Securities, Inc.

2.67K

Mar 31, 26

0.01%

COMERICA BANK

24.96K

Dec 31, 25

-17.34K

0.05%

PURE PORTFOLIOS HOLDINGS LLC

3.95K

Dec 31, 25

+3.95K

0.01%

CIBC Private Wealth Group, LLC

269

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-419

0.00%

PITCAIRN CO

11.68K

Sep 30, 25

0.02%

L.M. KOHN & COMPANY

4.82K

Sep 30, 25

-900

0.01%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-32.58K

AVANTAX ADVISORY SERVICES, INC.

163.67K

Jun 30, 25

+38.00K

0.35%

PrairieView Partners, LLC

20.99K

Jun 30, 25

-1.33K

0.04%

Good Life Advisors, LLC

7.47K

Jun 30, 25

+7.47K

0.02%

Atria Wealth Solutions, Inc.

4.89K

Jun 30, 25

-200.55K

0.01%

Christopher J. Hasenberg, Inc

632

Jun 30, 25

0.00%

Orion Portfolio Solutions, LLC

6.32K

Mar 31, 25

-15.09K

0.01%

Lindbrook Capital, LLC

1.09K

Mar 31, 25

0.00%

Southern Style Financial, Inc.

279.38K

Dec 31, 24

+279.38K

0.59%

Gray Wealth Management Inc.

Dec 31, 24

-4.11K

Raymond James Financial Services Advisors, Inc.

968.89K

Sep 30, 24

+31.31K

2.05%

RAYMOND JAMES & ASSOCIATES

93.09K

Sep 30, 24

-576

0.20%

FinTrust Capital Advisors, LLC

40.71K

Sep 30, 24

-2.01K

0.09%

9258 Wealth Management, LLC

5.77K

Sep 30, 24

-284

0.01%

Peterson Financial Group, Inc.

Sep 30, 24

+62

0.00%

Coombe, Bender & Co LLC

172.17K

Jun 30, 24

+21.51K

0.36%

BlackRock Inc.

3.79K

Jun 30, 24

+34

0.01%

HERITAGE WEALTH MANAGEMENT, LLC

Jun 30, 24

-21.10K

Cetera Advisor Networks LLC

157.97K

Mar 31, 24

+47.14K

0.33%

Cetera Advisors LLC

81.57K

Mar 31, 24

+81.57K

0.17%

Retirement Group, LLC

3.15K

Mar 31, 24

0.01%

Curi Wealth Management, LLC

246.31K

Dec 31, 23

-6.64K

0.52%

StrategIQ Financial Group, LLC

111.46K

Dec 31, 23

+12.71K

0.24%

DB Wealth Management Group, LLC

22.53K

Dec 31, 23

-930

0.05%

Day & Ennis, LLC

7.31K

Dec 31, 23

0.02%

TIAA, FSB

489.05K

Jun 30, 23

-246.36K

1.04%

BDO Wealth Advisors, LLC

12.32K

Jun 30, 23

-150

0.03%

EATON VANCE MANAGEMENT

59.53K

Sep 30, 22

+200

0.13%

American Portfolios Advisors

18.72K

Sep 30, 22

-3.69K

0.04%

BLUESTEIN R H & CO LLC

17.01K

Sep 30, 22

-3.60K

0.04%

ROOSEVELT INVESTMENT GROUP LLC

4.31K

Sep 30, 22

-1.12K

0.01%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

Sep 30, 22

-13.11K

DIXON HUBARD FEINOUR & BROWN INC/VA

78.33K

Jun 30, 22

-3.26K

0.17%

B. Riley Wealth Management, Inc.

34.02K

Jun 30, 22

-7.69K

0.07%

B, B, H, & B INC.

Mar 31, 22

-141.99K

MD Financial Management Inc.

216.94K

Dec 31, 21

+9.44K

0.46%

Asset Planning Services, Ltd.

140.33K

Dec 31, 21

-3.29K

0.30%

NEXT Financial Group, Inc

1.94K

Dec 31, 21

+770

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

10.76K

Sep 30, 21

+2.07K

0.02%

Ameritas Investment Company, LLC

9.18K

Sep 30, 21

+9.18K

0.02%

LEVEL FOUR FINANCIAL, LLC

6.67K

Sep 30, 21

0.01%

FEDERAL RESERVE BANK OF NEW YORK

96.03K

Jun 30, 21

-745.95K

0.20%

Pinnacle Wealth Advisors

10.95K

Jun 30, 21

+10.95K

0.02%

Strategic Wealth Management Group, LLC

Jun 30, 21

-7.46K

CAMDEN NATIONAL CORP

219.25K

Mar 31, 21

+219.25K

0.46%

First Allied Advisory Services, Inc.

5.58K

Sep 30, 20

-852

0.01%

Argent Wealth Management LLC

423.59K

Jun 30, 20

+33.97K

0.90%

Fiduciary Trust Co International of Pennsylvania

6.88K

Mar 31, 20

-49.26K

0.01%

Squar Milner Financial Services LLC

Mar 31, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

124.15K

Dec 31, 19

+457

0.26%

Advisor Group, Inc.

88.50K

Dec 31, 19

+6.39K

0.19%

Stokes & Hubbell Capital Management, LLC

180.57K

Mar 31, 19

+170.44K

0.38%

IFC Holdings Incorporated/FL

5.75K

Dec 31, 17

-567

0.01%

Commonwealth Equity Services, Inc

95.84K

Jun 30, 17

+53.24K

0.20%

WFG Advisors, LP

200

Jun 30, 17

0.00%

MSI Financial Services Inc

9.60K

Dec 31, 16

+693

0.02%

Jane Street Holding, LLC

100.96K

Dec 31, 13

+100.96K

0.21%