iShares ESG Aware 1-5 Year USD Bond ETF(SUSB)

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iShares ESG Aware 1-5 Year USD Bond ETF(SUSB)

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$24.93—

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SUSB(SUSB)

SUSB

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Institutional Ownership

Top 384 Institutional Holders

Holder	Shares	Date	Change	% Held
GOLDMAN SACHS GROUP INC	3.38M	Mar 31, 26	+246.90K	7.02%
LPL Financial LLC	1.63M	Mar 31, 26	+79.28K	3.38%
MORGAN STANLEY	976.10K	Mar 31, 26	-3.75K	2.03%
THRIVENT FINANCIAL FOR LUTHERANS	805.60K	Mar 31, 26	+34.54K	1.67%
EP Wealth Advisors, LLC	700.92K	Mar 31, 26	+32.43K	1.45%
AMERIPRISE FINANCIAL INC	673.21K	Mar 31, 26	-116.11K	1.40%
Bank of New York Mellon Corp	670.80K	Mar 31, 26	+51.63K	1.39%
ROYAL BANK OF CANADA	666.75K	Mar 31, 26	+16.25K	1.38%
Acorns Advisers, LLC	660.18K	Mar 31, 26	+2.56K	1.37%
WELLS FARGO & COMPANY/MN	609.34K	Mar 31, 26	+62.89K	1.26%
Savant Capital, LLC	575.65K	Mar 31, 26	+32.99K	1.19%
COMMONWEALTH EQUITY SERVICES, LLC	543.39K	Mar 31, 26	+56.85K	1.13%
ENVESTNET ASSET MANAGEMENT INC	527.74K	Mar 31, 26	-68.17K	1.10%
Wealthspire Advisors, LLC	492.46K	Mar 31, 26	-14.24K	1.02%
Modera Wealth Management, LLC	487.73K	Mar 31, 26	+7.04K	1.01%
Allworth Financial LP	478.07K	Mar 31, 26	+32.56K	0.99%
UBS Group AG	477.27K	Mar 31, 26	+38.38K	0.99%
ST GERMAIN D J CO INC	471.52K	Mar 31, 26	+33.85K	0.98%
Baird Financial Group, Inc.	466.52K	Mar 31, 26	+17.56K	0.97%
LFA - Lugano Financial Advisors SA	457.11K	Mar 31, 26	--	0.95%
Perigon Wealth Management, LLC	435.17K	Mar 31, 26	-45.75K	0.90%
Milestone Investment Advisors LLC	422.38K	Mar 31, 26	+5.35K	0.88%
Mariner, LLC	419.25K	Mar 31, 26	+4.67K	0.87%
Francis Financial, Inc.	404.44K	Mar 31, 26	-9.58K	0.84%
FLPUTNAM INVESTMENT MANAGEMENT CO	375.64K	Mar 31, 26	-1.74K	0.78%
Destination Wealth Management	361.00K	Mar 31, 26	+5.69K	0.75%
JPMORGAN CHASE & CO	353.96K	Mar 31, 26	-42.57K	0.73%
Financial Engines Advisors L.L.C.	327.65K	Mar 31, 26	-9.78K	0.68%
Integris Wealth Management, LLC	284.60K	Mar 31, 26	+10.55K	0.59%
Apella Capital, LLC	281.39K	Mar 31, 26	+21.29K	0.58%
Fisher Asset Management, LLC	277.66K	Mar 31, 26	+18.22K	0.58%
Elser Financial Planning, Inc	272.38K	Mar 31, 26	+272.38K	0.57%
Colorado Capital Management, Inc.	257.21K	Mar 31, 26	+12.38K	0.53%
Wescott Financial Advisory Group, LLC	253.90K	Mar 31, 26	+10.24K	0.53%
BANK OF AMERICA CORP /DE/	249.56K	Mar 31, 26	-13.30K	0.52%
Impact Investors, Inc	242.37K	Mar 31, 26	+31.39K	0.50%
ADVISOR GROUP HOLDINGS, INC.	192.65K	Mar 31, 26	+113.04K	0.40%
MATHER GROUP, LLC.	190.14K	Mar 31, 26	+8.75K	0.39%
Arlington Financial Advisors, LLC	178.52K	Mar 31, 26	+18.48K	0.37%
IMPACTfolio, LLC	176.70K	Mar 31, 26	+10.36K	0.37%
SEEDS INVESTOR LLC	173.97K	Mar 31, 26	+5.81K	0.36%
Accredited Investors Inc.	156.93K	Mar 31, 26	-39.98K	0.33%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	154.41K	Mar 31, 26	+118.12K	0.32%
Bear Mountain Capital, Inc.	153.85K	Mar 31, 26	+4.44K	0.32%
Brio Consultants, LLC	148.84K	Mar 31, 26	+22.01K	0.31%
CI Private Wealth, LLC	147.59K	Mar 31, 26	+4.73K	0.31%
Plancorp, LLC	147.28K	Mar 31, 26	--	0.31%
HARBOUR INVESTMENTS, INC.	142.89K	Mar 31, 26	-3.01K	0.30%
FIDUCIARY TRUST CO	140.92K	Mar 31, 26	+9.06K	0.29%
Charter Oak Capital Management, LLC	138.12K	Mar 31, 26	-6.29K	0.29%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	137.97K	Mar 31, 26	+15.59K	0.29%
Clarity Wealth Development LLC	129.80K	Mar 31, 26	+2.63K	0.27%
CGN Advisors LLC	127.95K	Mar 31, 26	+6.98K	0.27%
Northland Capital Management LLC	124.44K	Mar 31, 26	-68.53K	0.26%
One Capital Management, LLC	121.92K	Mar 31, 26	+760	0.25%
Clearstead Advisors, LLC	118.85K	Mar 31, 26	+118.85K	0.25%
Cetera Investment Advisers	109.08K	Mar 31, 26	-5.68K	0.23%
NorthRock Partners, LLC	103.19K	Mar 31, 26	+5.35K	0.21%
Dynamic Advisor Solutions LLC	100.58K	Mar 31, 26	+2.32K	0.21%
STIFEL FINANCIAL CORP	96.32K	Mar 31, 26	+404	0.20%
BARTLETT & CO. WEALTH MANAGEMENT LLC	94.60K	Mar 31, 26	+9.40K	0.20%
HighTower Advisors, LLC	94.55K	Mar 31, 26	-1.68K	0.20%
Brookstone Capital Management	92.73K	Mar 31, 26	+2.33K	0.19%
REGATTA CAPITAL GROUP, LLC	90.78K	Mar 31, 26	+3.05K	0.19%
Cardinal Point Capital Management, ULC	90.73K	Mar 31, 26	+10.45K	0.19%
PAYDEN & RYGEL	88.58K	Mar 31, 26	--	0.18%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	86.97K	Mar 31, 26	+1.44K	0.18%
Flagstone Financial Management	86.21K	Mar 31, 26	-636	0.18%
Kondo Wealth Advisors, Inc.	81.37K	Mar 31, 26	-998	0.17%
CANANDAIGUA NATIONAL CORP	78.62K	Mar 31, 26	+78.62K	0.16%
Omega Financial Group, LLC	75.89K	Mar 31, 26	+1.32K	0.16%
Strategic Point Investment Advisors, LLC	75.30K	Mar 31, 26	-1.24K	0.16%
CITADEL ADVISORS LLC	75.17K	Mar 31, 26	+62.98K	0.16%
Plum Street Advisors, LLC	72.54K	Mar 31, 26	-2.63K	0.15%
Cambridge Investment Research Advisors, Inc.	71.77K	Mar 31, 26	-1.32K	0.15%
ASSETMARK, INC	70.84K	Mar 31, 26	+10.41K	0.15%
STALEY CAPITAL ADVISERS INC	70.00K	Mar 31, 26	--	0.15%
CWM, LLC	69.47K	Mar 31, 26	-14.07K	0.14%
eCIO, Inc.	68.38K	Mar 31, 26	+12.93K	0.14%
Advisory Services Network, LLC	65.98K	Mar 31, 26	+3.21K	0.14%
RAYMOND JAMES FINANCIAL INC	64.92K	Mar 31, 26	+25.52K	0.13%
Colony Group, LLC	64.28K	Mar 31, 26	-55	0.13%
UMB Bank, n.a.	60.13K	Mar 31, 26	-1.23K	0.12%
ALBION FINANCIAL GROUP /UT	58.88K	Mar 31, 26	+234	0.12%
J.Safra Asset Management Corp	58.37K	Mar 31, 26	+139	0.12%
DAVENPORT & Co LLC	49.94K	Mar 31, 26	+2.04K	0.10%
Fort Point Capital Partners LLC	45.52K	Mar 31, 26	--	0.09%
Kestra Advisory Services, LLC	44.73K	Mar 31, 26	+5.41K	0.09%
Leonard Rickey Investment Advisors P.L.L.C.	43.57K	Mar 31, 26	-563	0.09%
Equitable Holdings, Inc.	43.55K	Mar 31, 26	-1.10K	0.09%
Decker Retirement Planning Inc.	43.51K	Mar 31, 26	+2.06K	0.09%
CAPTRUST FINANCIAL ADVISORS	43.05K	Mar 31, 26	+4.22K	0.09%
BLAIR WILLIAM & CO/IL	42.88K	Mar 31, 26	-24	0.09%
Opal Wealth Advisors, LLC	42.44K	Mar 31, 26	+2.67K	0.09%
JNBA Financial Advisors	42.14K	Mar 31, 26	+1.78K	0.09%
BIRCHBROOK, INC.	41.75K	Mar 31, 26	+1.41K	0.09%
Sequoia Financial Advisors, LLC	41.37K	Mar 31, 26	-7.19K	0.09%
Schneider Downs Wealth Management Advisors, LP	41.04K	Mar 31, 26	-1.61K	0.09%
CX Institutional	39.75K	Mar 31, 26	+832	0.08%
Pine Haven Investment Counsel, Inc	38.98K	Mar 31, 26	+395	0.08%
Creative Planning	37.67K	Mar 31, 26	+29.41K	0.08%
Westfuller Advisors, LLC	37.20K	Mar 31, 26	+8.24K	0.08%
Summit Wealth Group, LLC	37.08K	Mar 31, 26	-1.12K	0.08%
FRANKLIN RESOURCES INC	36.63K	Mar 31, 26	+270	0.08%
NewEdge Advisors, LLC	35.60K	Mar 31, 26	-9.88K	0.07%
Cresset Asset Management, LLC	34.87K	Mar 31, 26	--	0.07%
Level Financial Advisors, Inc.	34.85K	Mar 31, 26	+21	0.07%
ARROW FINANCIAL CORP	34.55K	Mar 31, 26	--	0.07%
Rockefeller Capital Management L.P.	34.40K	Mar 31, 26	-114	0.07%
Central Pacific Bank - Trust Division	33.75K	Mar 31, 26	--	0.07%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	33.20K	Mar 31, 26	--	0.07%
TD PRIVATE CLIENT WEALTH LLC	32.76K	Mar 31, 26	-15.43K	0.07%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	31.67K	Mar 31, 26	-5.30K	0.07%
Hardy Reed LLC	31.57K	Mar 31, 26	+3.03K	0.07%
Mutual Advisors, LLC	30.75K	Mar 31, 26	+12.45K	0.06%
Wealthcare Advisory Partners LLC	30.73K	Mar 31, 26	+7.93K	0.06%
JANE STREET GROUP, LLC	30.42K	Mar 31, 26	+9.26K	0.06%
Mason & Associates Inc	30.24K	Mar 31, 26	+17.88K	0.06%
Eley Financial Management, Inc	28.59K	Mar 31, 26	+28.59K	0.06%
Ameritas Investment Partners, Inc.	27.49K	Mar 31, 26	+1.23K	0.06%
JOURNEY STRATEGIC WEALTH LLC	27.44K	Mar 31, 26	+2.29K	0.06%
PRESILIUM PRIVATE WEALTH, LLC	26.42K	Mar 31, 26	-502	0.05%
VERITY Wealth Advisors	26.32K	Mar 31, 26	--	0.05%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	26.01K	Mar 31, 26	-6.38K	0.05%
Diversified Enterprises, LLC	25.34K	Mar 31, 26	+2.00K	0.05%
Avidian Wealth Solutions, LLC	24.39K	Mar 31, 26	+180	0.05%
GOULD ASSET MANAGEMENT LLC /CA/	24.13K	Mar 31, 26	-165	0.05%
LexAurum Advisors, LLC	24.12K	Mar 31, 26	+24.12K	0.05%
Aptus Capital Advisors, LLC	24.02K	Mar 31, 26	+177	0.05%
NOVARE CAPITAL MANAGEMENT LLC	23.38K	Mar 31, 26	-5.61K	0.05%
Ally Invest Advisors Inc.	23.04K	Mar 31, 26	+140	0.05%
Exchange Bank	22.83K	Mar 31, 26	+155	0.05%
Integrated Wealth Concepts LLC	22.20K	Mar 31, 26	+2.68K	0.05%
Envestnet Portfolio Solutions, Inc.	22.00K	Mar 31, 26	-19.83K	0.05%
FORVIS Wealth Advisors, LLC	21.89K	Mar 31, 26	--	0.05%
M Holdings Securities, Inc.	21.71K	Mar 31, 26	+2	0.05%
Parallel Advisors, LLC	21.57K	Mar 31, 26	+10.63K	0.04%
Keener Financial Planning LLC	21.51K	Mar 31, 26	+761	0.04%
CENTRAL TRUST Co	21.38K	Mar 31, 26	-200	0.04%
Shotwell Rutter Baer Inc	21.17K	Mar 31, 26	+573	0.04%
HEADINVEST, LLC	21.07K	Mar 31, 26	+607	0.04%
Farther Finance Advisors, LLC	21.00K	Mar 31, 26	-515	0.04%
Continuum Advisory, LLC	20.85K	Mar 31, 26	+143	0.04%
Johnson Bixby & Associates, LLC	20.29K	Mar 31, 26	+1.22K	0.04%
Private Wealth Management Group, LLC	19.99K	Mar 31, 26	+339	0.04%
Archer Investment Management, LLC	19.42K	Mar 31, 26	+19.42K	0.04%
Midwest Capital Advisors, LLC	19.36K	Mar 31, 26	+458	0.04%
Joel Adams & Associates, Inc.	19.34K	Mar 31, 26	+143	0.04%
MML INVESTORS SERVICES, LLC	18.81K	Mar 31, 26	-9.50K	0.04%
One Day In July LLC	18.57K	Mar 31, 26	--	0.04%
TRUEFG, LLC	18.51K	Mar 31, 26	+2.85K	0.04%
SCHMIDT P J INVESTMENT MANAGEMENT INC	17.24K	Mar 31, 26	+37	0.04%
SGL Investment Advisors, Inc.	17.15K	Mar 31, 26	+1.92K	0.04%
Aprio Wealth Management, LLC	17.05K	Mar 31, 26	-1.81K	0.04%
Buckingham Strategic Partners	16.91K	Mar 31, 26	+579	0.04%
Beacon Pointe Advisors, LLC	16.77K	Mar 31, 26	+6.11K	0.03%
SAX WEALTH ADVISORS, LLC	16.69K	Mar 31, 26	--	0.03%
Tradition Wealth Management, LLC	16.29K	Mar 31, 26	-114	0.03%
Resonant Capital Advisors, LLC	16.14K	Mar 31, 26	-124	0.03%
AMARA FINANCIAL, LLC.	15.51K	Mar 31, 26	+5.84K	0.03%
Goepper Burkhardt LLC	15.19K	Mar 31, 26	+100	0.03%
Investor's Fiduciary Advisor Network, LLC	15.10K	Mar 31, 26	-759	0.03%
VALLEY NATIONAL ADVISERS INC	14.64K	Mar 31, 26	+2.18K	0.03%
Janney Montgomery Scott LLC	14.32K	Mar 31, 26	-565	0.03%
Avantax Planning Partners, Inc.	14.19K	Mar 31, 26	-130	0.03%
Symmetry Partners, LLC	14.17K	Mar 31, 26	-129	0.03%
ANB BANK	13.75K	Mar 31, 26	+5.49K	0.03%
MERCER GLOBAL ADVISORS INC /ADV	13.55K	Mar 31, 26	-71	0.03%
Equita Financial Network, Inc.	13.52K	Mar 31, 26	-235	0.03%
Signature Resources Capital Management, LLC	13.47K	Mar 31, 26	+638	0.03%
Sigma Planning Corp	13.37K	Mar 31, 26	+606	0.03%
Marshall Financial Group LLC	13.35K	Mar 31, 26	-120	0.03%
Veridan Wealth LLC	13.28K	Mar 31, 26	-700	0.03%
Rehmann Capital Advisory Group	13.02K	Mar 31, 26	-1.57K	0.03%
Silver Oak Advisory Group, Inc.	12.94K	Mar 31, 26	+374	0.03%
NOTTINGHAM ADVISORS, INC.	12.57K	Mar 31, 26	-30	0.03%
VERUS CAPITAL PARTNERS, LLC	12.42K	Mar 31, 26	+630	0.03%
True Link Financial Advisors, LLC	12.21K	Mar 31, 26	+3.34K	0.03%
Western Wealth Management, LLC	12.18K	Mar 31, 26	+443	0.03%
Independent Advisor Alliance	11.59K	Mar 31, 26	+11.59K	0.02%
American Money Management, LLC	11.56K	Mar 31, 26	+2.86K	0.02%
LRI Investments, LLC	11.27K	Mar 31, 26	+821	0.02%
Waverly Advisors, LLC	11.22K	Mar 31, 26	-1.26K	0.02%
Berger Financial Group, Inc	11.04K	Mar 31, 26	+413	0.02%
Tribridge Partners Financial LLC	11.02K	Mar 31, 26	--	0.02%
Larson Financial Group LLC	10.98K	Mar 31, 26	-1.77K	0.02%
One Wealth Advisors, LLC	10.90K	Mar 31, 26	-6.63K	0.02%
Wells Financial Advisors INC	10.66K	Mar 31, 26	--	0.02%
Affinity Capital Advisors, LLC	10.44K	Mar 31, 26	-47	0.02%
Stratos Wealth Partners, LTD.	10.41K	Mar 31, 26	+10.41K	0.02%
JONES FINANCIAL COMPANIES LLLP	10.41K	Mar 31, 26	+5.07K	0.02%
GRAND WEALTH MANAGEMENT, LLC	10.38K	Mar 31, 26	+115	0.02%
Cerity Partners LLC	10.37K	Mar 31, 26	+10.37K	0.02%
WESBANCO BANK INC	10.32K	Mar 31, 26	--	0.02%
Wealthfront Advisers LLC	10.27K	Mar 31, 26	-661	0.02%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	10.17K	Mar 31, 26	--	0.02%
DORVAL Corp	9.98K	Mar 31, 26	+905	0.02%
FIFTH THIRD BANCORP	9.80K	Mar 31, 26	+9.80K	0.02%
RETIREMENT INCOME SOLUTIONS, INC	9.79K	Mar 31, 26	--	0.02%
TWO SIGMA SECURITIES, LLC	9.77K	Mar 31, 26	+9.77K	0.02%
Higgins & Schmidt Wealth Strategies LLC	9.76K	Mar 31, 26	+297	0.02%
Institute for Wealth Management, LLC.	9.59K	Mar 31, 26	-5.28K	0.02%
4Thought Financial Group Inc.	9.53K	Mar 31, 26	+19	0.02%
PDS Planning, Inc	9.49K	Mar 31, 26	+393	0.02%
Orion Capital Management LLC	9.46K	Mar 31, 26	+557	0.02%
Private Advisor Group, LLC	9.15K	Mar 31, 26	-4.62K	0.02%
Seaside Wealth Management, Inc.	9.02K	Mar 31, 26	+81	0.02%
SWEENEY & MICHEL, LLC	8.99K	Mar 31, 26	+68	0.02%
MAI Capital Management	8.98K	Mar 31, 26	+58	0.02%
Whitegate Investment Counselors, Inc.	8.73K	Mar 31, 26	+8.73K	0.02%
PFG Investments, LLC	8.69K	Mar 31, 26	-359	0.02%
Evergreen Private Wealth LLC	8.60K	Mar 31, 26	+1.81K	0.02%
Pathstone Holdings, LLC	8.59K	Mar 31, 26	--	0.02%
Bigelow Investment Advisors, LLC	8.56K	Mar 31, 26	+267	0.02%
First Pacific Financial	8.41K	Mar 31, 26	--	0.02%
AdvisorNet Financial, Inc	8.36K	Mar 31, 26	-2.73K	0.02%
CWC Advisors, LLC.	8.25K	Mar 31, 26	+2	0.02%
Ameritas Advisory Services, LLC	8.17K	Mar 31, 26	+8.17K	0.02%
BEACON INVESTMENT ADVISORY SERVICES, INC.	7.83K	Mar 31, 26	+7.83K	0.02%
Cherry Tree Wealth Management, LLC	7.30K	Mar 31, 26	+1.19K	0.02%
PRIVATE TRUST CO NA	7.26K	Mar 31, 26	--	0.02%
Hills Bank & Trust Co	6.97K	Mar 31, 26	+279	0.01%
VSM Wealth Advisory, LLC	6.97K	Mar 31, 26	-9	0.01%
Front Row Advisors LLC	6.49K	Mar 31, 26	+400	0.01%
Arkos Global Advisors	6.40K	Mar 31, 26	+6.40K	0.01%
Morton Brown Family Wealth, LLC	6.18K	Mar 31, 26	+1.50K	0.01%
Finley Financial, LLC	6.15K	Mar 31, 26	--	0.01%
Rossby Financial, LCC	5.95K	Mar 31, 26	+3.32K	0.01%
American Capital Advisory, LLC	5.89K	Mar 31, 26	--	0.01%
WFA of San Diego, LLC	5.50K	Mar 31, 26	--	0.01%
MOTCO	5.32K	Mar 31, 26	--	0.01%
Steward Partners Investment Advisory, LLC	5.02K	Mar 31, 26	-1.04K	0.01%
Financial Gravity Asset Management, Inc.	4.88K	Mar 31, 26	--	0.01%
Gould Capital, LLC	4.67K	Mar 31, 26	+1.61K	0.01%
US BANCORP \DE\	4.59K	Mar 31, 26	--	0.01%
Capital Analysts, LLC	4.52K	Mar 31, 26	+1.06K	0.01%
DEUTSCHE BANK AG\	4.27K	Mar 31, 26	+4.27K	0.01%
Mascoma Wealth Management LLC	4.00K	Mar 31, 26	-256	0.01%
RMG Wealth Management LLC	3.80K	Mar 31, 26	+3.80K	0.01%
GeoWealth Management, LLC	3.79K	Mar 31, 26	+3.79K	0.01%
Ancora Advisors, LLC	3.78K	Mar 31, 26	--	0.01%
Armor Investment Advisors, LLC	3.20K	Mar 31, 26	--	0.01%
Creative Capital Management Investments LLC	2.99K	Mar 31, 26	--	0.01%
SOFI WEALTH, LLC	2.62K	Mar 31, 26	+901	0.01%
Fort Vancouver Investment Management, LLC	1.92K	Mar 31, 26	--	0.00%
AE Wealth Management LLC	1.87K	Mar 31, 26	-89	0.00%
Millstone Evans Group, LLC	1.68K	Mar 31, 26	--	0.00%
Sachetta, LLC	1.67K	Mar 31, 26	-73	0.00%
Ashton Thomas Private Wealth, LLC	1.65K	Mar 31, 26	+1.65K	0.00%
PITTENGER & ANDERSON INC	1.59K	Mar 31, 26	--	0.00%
Bangor Savings Bank	1.58K	Mar 31, 26	-100	0.00%
IFP Advisors, Inc	1.45K	Mar 31, 26	-137	0.00%
AMERIFLEX GROUP, INC.	1.43K	Mar 31, 26	-60	0.00%
Clarity Asset Management, Inc.	1.08K	Mar 31, 26	-3.96K	0.00%
CITIGROUP INC	1.00K	Mar 31, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	926	Mar 31, 26	-782	0.00%
Triumph Capital Management	825	Mar 31, 26	+131	0.00%
Physician Wealth Advisors, Inc.	801	Mar 31, 26	+6	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	800	Mar 31, 26	+800	0.00%
CVA Family Office, LLC	781	Mar 31, 26	--	0.00%
MANNING & NAPIER ADVISORS LLC	749	Mar 31, 26	--	0.00%
WealthShield Partners, LLC	594	Mar 31, 26	-160	0.00%
DT Investment Partners, LLC	592	Mar 31, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	550	Mar 31, 26	--	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	488	Mar 31, 26	+488	0.00%
Mosley Wealth Management	480	Mar 31, 26	+480	0.00%
Your Advocates Ltd., LLP	406	Mar 31, 26	-135	0.00%
Geneos Wealth Management Inc.	400	Mar 31, 26	--	0.00%
Winthrop Capital Management, LLC	365	Mar 31, 26	--	0.00%
BlackRock, Inc.	356	Mar 31, 26	-253	0.00%
Tradewinds Capital Management, LLC	318	Mar 31, 26	+50	0.00%
Smartleaf Asset Management LLC	308	Mar 31, 26	--	0.00%
Spire Wealth Management	299	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	289	Mar 31, 26	--	0.00%
GW&K Investment Management, LLC	256	Mar 31, 26	+256	0.00%
Transamerica Financial Advisors, Inc.	227	Mar 31, 26	-128	0.00%
Coston, McIsaac & Partners	178	Mar 31, 26	+1	0.00%
FMR LLC	171	Mar 31, 26	-22	0.00%
NBT BANK N A /NY	166	Mar 31, 26	+141	0.00%
Root Financial Partners, LLC	132	Mar 31, 26	-169	0.00%
Tanglewood Legacy Advisors, LLC	123	Mar 31, 26	--	0.00%
Hanson & Doremus Investment Management	116	Mar 31, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	90	Mar 31, 26	-100	0.00%
Gen-Wealth Partners Inc	78	Mar 31, 26	-99	0.00%
Community Bank, N.A.	75	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	64	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	38	Mar 31, 26	-10	0.00%
Capital Investment Advisory Services, LLC	15	Mar 31, 26	+15	0.00%
Russell Investments Group, Ltd.	2	Mar 31, 26	--	0.00%
Cape Investment Advisory, Inc.	--	Mar 31, 26	-1.08K	--
COLDSTREAM CAPITAL MANAGEMENT INC	--	Mar 31, 26	-7.98K	--
Valeo Financial Advisors, LLC	--	Mar 31, 26	-46.99K	--
Clearstead Trust, LLC	--	Mar 31, 26	-1.57K	--
Atomi Financial Group, Inc.	--	Mar 31, 26	-10.42K	--
Johnson Financial Group, Inc.	--	Mar 31, 26	-2.95K	--
Betterment LLC	--	Mar 31, 26	-13.45K	--
Klaas Financial Asset Advisors, LLC	--	Mar 31, 26	-136.94K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-5.47K	--
Bank Julius Baer & Co. Ltd, Zurich	--	Mar 31, 26	-14.80K	--
Elyxium Wealth, LLC	--	Mar 31, 26	-146	--
GAMMA Investing LLC	--	Mar 31, 26	-16	--
WHITTIER TRUST CO	--	Mar 31, 26	-20.26K	--
CANANDAIGUA NATIONAL BANK & TRUST CO	77.22K	Dec 31, 25	-980	0.16%
Clarius Group, LLC	59.42K	Dec 31, 25	+1.99K	0.12%
SageView Advisory Group, LLC	29.80K	Dec 31, 25	+410	0.06%
Wealth Advisory Team LLC	22.85K	Dec 31, 25	+22.85K	0.05%
COMERICA BANK	9.61K	Dec 31, 25	-3.01K	0.02%
Running Point Capital Advisors, LLC	3.70K	Dec 31, 25	-375	0.01%
Litman Gregory Wealth Management LLC	3.04K	Dec 31, 25	+3.04K	0.01%
CIBC Private Wealth Group, LLC	1.47K	Dec 31, 25	--	0.00%
Global Retirement Partners, LLC	159	Dec 31, 25	+25	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-813	--
Willow Creek Wealth Management Inc.	46.33K	Sep 30, 25	+1.89K	0.10%
AllSquare Wealth Management LLC	3.08K	Sep 30, 25	--	0.01%
Parkside Advisors LLC	86.19K	Jun 30, 25	-2.48K	0.18%
Better Money Decisions, LLC	69.08K	Jun 30, 25	+1.68K	0.14%
PrairieView Partners, LLC	64.26K	Jun 30, 25	+3.55K	0.13%
Congress Wealth Management LLC / DE /	15.98K	Jun 30, 25	+2	0.03%
AVANTAX ADVISORY SERVICES, INC.	11.48K	Jun 30, 25	-102	0.02%
Atria Wealth Solutions, Inc.	8.68K	Jun 30, 25	-405	0.02%
Financial Gravity Companies, Inc.	4.92K	Jun 30, 25	+4.92K	0.01%
Parkworth Wealth Management, Inc.	3.98K	Jun 30, 25	+43	0.01%
DOHJ, LLC	--	Jun 30, 25	-11.33K	--
US FINANCIAL ADVISORS, LLC	11.55K	Mar 31, 25	+1.22K	0.02%
Orion Portfolio Solutions, LLC	8.37K	Mar 31, 25	-5.77K	0.02%
BOSTON FINANCIAL MANGEMENT LLC	33.48K	Dec 31, 24	+1.89K	0.07%
Buckingham Capital Management, Inc.	13.11K	Dec 31, 24	+110	0.03%
HBC Financial Services, PLLC	2.38K	Dec 31, 24	--	0.00%
Sugarloaf Wealth Management, LLC	50	Dec 31, 24	-1.22K	0.00%
PRIVATE CAPITAL MANAGEMENT LLC	--	Dec 31, 24	-1.23K	--
Raymond James Financial Services Advisors, Inc.	29.51K	Sep 30, 24	-18.72K	0.06%
Diversified, LLC	15.16K	Sep 30, 24	+129	0.03%
RAYMOND JAMES & ASSOCIATES	13.99K	Sep 30, 24	-2.06K	0.03%
Private Ocean, LLC	461.49K	Jun 30, 24	-704	0.96%
PAYDEN & RYGEL INVESTMENT GROUP	88.58K	Jun 30, 24	+5.73K	0.18%
Levy Wealth Management Group, LLC	60.66K	Jun 30, 24	+50	0.13%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	11.36K	Jun 30, 24	+25	0.02%
BlackRock Inc.	4.98K	Jun 30, 24	+48	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	4.21K	Jun 30, 24	+1.15K	0.01%
JANICZEK WEALTH MANAGEMENT, LLC	2.29K	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-72	--
Cetera Advisor Networks LLC	33.93K	Mar 31, 24	-14.18K	0.07%
Cetera Advisors LLC	11.42K	Mar 31, 24	-362	0.02%
Adroit Compliance, LLC	86.74K	Dec 31, 23	+86.74K	0.18%
Bartlett & Co. LLC	63.88K	Dec 31, 23	+1.76K	0.13%
WADE G W & INC	50.33K	Dec 31, 23	+11.70K	0.10%
Baystate Wealth Management LLC	20.45K	Dec 31, 23	-5.03K	0.04%
Bridgeworth, LLC	12.57K	Dec 31, 23	-338	0.03%
PFS INVESTMENTS INC.	675.20K	Jun 30, 23	-62.59K	1.40%
Financial Architects, Inc	52.90K	Jun 30, 23	-1.61K	0.11%
AFFINIA FINANCIAL GROUP, LLC	47.25K	Jun 30, 23	-1.24K	0.10%
TimeScale Financial, Inc.	4.05K	Jun 30, 23	-22	0.01%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-545	--
Parsec Financial Management, Inc.	283.35K	Mar 31, 23	-2.16K	0.59%
Baldrige Asset Management LLC	94.45K	Mar 31, 23	+1.11K	0.20%
Cardinal Point Wealth Management Partners, LLC	59.87K	Mar 31, 23	-9.80K	0.12%
HARVEST GROUP WEALTH MANAGEMENT, LLC	12.47K	Mar 31, 23	-10.28K	0.03%
Cribstone Capital Management, LLC	27.85K	Dec 31, 22	-542	0.06%
RESOLUTE FINANCIAL, LLC	24.09K	Dec 31, 22	-1.56K	0.05%
TRUSTCORE FINANCIAL SERVICES, LLC	1.90K	Dec 31, 22	--	0.00%
Burleson & Company, LLC	30	Dec 31, 22	+30	0.00%
EATON VANCE MANAGEMENT	115.03K	Sep 30, 22	-2.29K	0.24%
CPWM, LLC	40.38K	Sep 30, 22	+26.13K	0.08%
Covington Capital Management	925	Sep 30, 22	--	0.00%
American Portfolios Advisors	522	Sep 30, 22	+522	0.00%
DIXON HUBARD FEINOUR & BROWN INC/VA	18.44K	Jun 30, 22	+269	0.04%
KerberRose Wealth Management, LLC	9.10K	Jun 30, 22	+9.10K	0.02%
Carroll Financial Associates, Inc.	2.30K	Dec 31, 21	--	0.00%
NEXT Financial Group, Inc	--	Dec 31, 21	-17.80K	--
C-J Advisory, Inc.	65.98K	Sep 30, 21	+1.86K	0.14%
Alexandria Capital, LLC	34.63K	Sep 30, 21	+50	0.07%
OLD DOMINION CAPITAL MANAGEMENT INC	15.30K	Sep 30, 21	+4	0.03%
Ameritas Investment Company, LLC	8.46K	Sep 30, 21	+8.46K	0.02%
Wealthsimple US, Ltd.	209.84K	Mar 31, 21	+493	0.44%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	14.92K	Dec 31, 20	+14.92K	0.03%
ROWLAND CARMICHAEL ADVISORS INC /ADV	918	Dec 31, 20	-261	0.00%
Watson Rebecca	18.51K	Sep 30, 20	+1.28K	0.04%
First Allied Advisory Services, Inc.	7.70K	Sep 30, 20	+7.70K	0.02%
SHINE INVESTMENT ADVISORY SERVICES INC	235	Sep 30, 20	--	0.00%
LifePlan Financial Group, Inc	--	Sep 30, 20	-492	--
Advisor Group, Inc.	17.23K	Dec 31, 19	+2.56K	0.04%
LADENBURG THALMANN FINANCIAL SERVICES INC.	6.45K	Dec 31, 19	-1.51K	0.01%
LaSalle Street Capital Management, LLC	8.15K	Sep 30, 19	--	0.02%
Vestpro Financial Partners, Inc. dba CPF Texas	443	Sep 30, 18	+443	0.00%

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Holder

Date

Change

% Held

GOLDMAN SACHS GROUP INC

3.38M

Mar 31, 26

+246.90K

7.02%

LPL Financial LLC

1.63M

Mar 31, 26

+79.28K

3.38%

MORGAN STANLEY

976.10K

Mar 31, 26

-3.75K

2.03%

THRIVENT FINANCIAL FOR LUTHERANS

805.60K

Mar 31, 26

+34.54K

1.67%

EP Wealth Advisors, LLC

700.92K

Mar 31, 26

+32.43K

1.45%

AMERIPRISE FINANCIAL INC

673.21K

Mar 31, 26

-116.11K

1.40%

Bank of New York Mellon Corp

670.80K

Mar 31, 26

+51.63K

1.39%

ROYAL BANK OF CANADA

666.75K

Mar 31, 26

+16.25K

1.38%

Acorns Advisers, LLC

660.18K

Mar 31, 26

+2.56K

1.37%

WELLS FARGO & COMPANY/MN

609.34K

Mar 31, 26

+62.89K

1.26%

Savant Capital, LLC

575.65K

Mar 31, 26

+32.99K

1.19%

COMMONWEALTH EQUITY SERVICES, LLC

543.39K

Mar 31, 26

+56.85K

1.13%

ENVESTNET ASSET MANAGEMENT INC

527.74K

Mar 31, 26

-68.17K

1.10%

Wealthspire Advisors, LLC

492.46K

Mar 31, 26

-14.24K

1.02%

Modera Wealth Management, LLC

487.73K

Mar 31, 26

+7.04K

1.01%

Allworth Financial LP

478.07K

Mar 31, 26

+32.56K

0.99%

UBS Group AG

477.27K

Mar 31, 26

+38.38K

0.99%

ST GERMAIN D J CO INC

471.52K

Mar 31, 26

+33.85K

0.98%

Baird Financial Group, Inc.

466.52K

Mar 31, 26

+17.56K

0.97%

LFA - Lugano Financial Advisors SA

457.11K

Mar 31, 26

0.95%

Perigon Wealth Management, LLC

435.17K

Mar 31, 26

-45.75K

0.90%

Milestone Investment Advisors LLC

422.38K

Mar 31, 26

+5.35K

0.88%

Mariner, LLC

419.25K

Mar 31, 26

+4.67K

0.87%

Francis Financial, Inc.

404.44K

Mar 31, 26

-9.58K

0.84%

FLPUTNAM INVESTMENT MANAGEMENT CO

375.64K

Mar 31, 26

-1.74K

0.78%

Destination Wealth Management

361.00K

Mar 31, 26

+5.69K

0.75%

JPMORGAN CHASE & CO

353.96K

Mar 31, 26

-42.57K

0.73%

Financial Engines Advisors L.L.C.

327.65K

Mar 31, 26

-9.78K

0.68%

Integris Wealth Management, LLC

284.60K

Mar 31, 26

+10.55K

0.59%

Apella Capital, LLC

281.39K

Mar 31, 26

+21.29K

0.58%

Fisher Asset Management, LLC

277.66K

Mar 31, 26

+18.22K

0.58%

Elser Financial Planning, Inc

272.38K

Mar 31, 26

+272.38K

0.57%

Colorado Capital Management, Inc.

257.21K

Mar 31, 26

+12.38K

0.53%

Wescott Financial Advisory Group, LLC

253.90K

Mar 31, 26

+10.24K

0.53%

BANK OF AMERICA CORP /DE/

249.56K

Mar 31, 26

-13.30K

0.52%

Impact Investors, Inc

242.37K

Mar 31, 26

+31.39K

0.50%

ADVISOR GROUP HOLDINGS, INC.

192.65K

Mar 31, 26

+113.04K

0.40%

MATHER GROUP, LLC.

190.14K

Mar 31, 26

+8.75K

0.39%

Arlington Financial Advisors, LLC

178.52K

Mar 31, 26

+18.48K

0.37%

IMPACTfolio, LLC

176.70K

Mar 31, 26

+10.36K

0.37%

SEEDS INVESTOR LLC

173.97K

Mar 31, 26

+5.81K

0.36%

Accredited Investors Inc.

156.93K

Mar 31, 26

-39.98K

0.33%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

154.41K

Mar 31, 26

+118.12K

0.32%

Bear Mountain Capital, Inc.

153.85K

Mar 31, 26

+4.44K

0.32%

Brio Consultants, LLC

148.84K

Mar 31, 26

+22.01K

0.31%

CI Private Wealth, LLC

147.59K

Mar 31, 26

+4.73K

0.31%

Plancorp, LLC

147.28K

Mar 31, 26

0.31%

HARBOUR INVESTMENTS, INC.

142.89K

Mar 31, 26

-3.01K

0.30%

FIDUCIARY TRUST CO

140.92K

Mar 31, 26

+9.06K

0.29%

Charter Oak Capital Management, LLC

138.12K

Mar 31, 26

-6.29K

0.29%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

137.97K

Mar 31, 26

+15.59K

0.29%

Clarity Wealth Development LLC

129.80K

Mar 31, 26

+2.63K

0.27%

CGN Advisors LLC

127.95K

Mar 31, 26

+6.98K

0.27%

Northland Capital Management LLC

124.44K

Mar 31, 26

-68.53K

0.26%

One Capital Management, LLC

121.92K

Mar 31, 26

+760

0.25%

Clearstead Advisors, LLC

118.85K

Mar 31, 26

+118.85K

0.25%

Cetera Investment Advisers

109.08K

Mar 31, 26

-5.68K

0.23%

NorthRock Partners, LLC

103.19K

Mar 31, 26

+5.35K

0.21%

Dynamic Advisor Solutions LLC

100.58K

Mar 31, 26

+2.32K

0.21%

STIFEL FINANCIAL CORP

96.32K

Mar 31, 26

+404

0.20%

BARTLETT & CO. WEALTH MANAGEMENT LLC

94.60K

Mar 31, 26

+9.40K

0.20%

HighTower Advisors, LLC

94.55K

Mar 31, 26

-1.68K

0.20%

Brookstone Capital Management

92.73K

Mar 31, 26

+2.33K

0.19%

REGATTA CAPITAL GROUP, LLC

90.78K

Mar 31, 26

+3.05K

0.19%

Cardinal Point Capital Management, ULC

90.73K

Mar 31, 26

+10.45K

0.19%

PAYDEN & RYGEL

88.58K

Mar 31, 26

0.18%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

86.97K

Mar 31, 26

+1.44K

0.18%

Flagstone Financial Management

86.21K

Mar 31, 26

-636

0.18%

Kondo Wealth Advisors, Inc.

81.37K

Mar 31, 26

-998

0.17%

CANANDAIGUA NATIONAL CORP

78.62K

Mar 31, 26

+78.62K

0.16%

Omega Financial Group, LLC

75.89K

Mar 31, 26

+1.32K

0.16%

Strategic Point Investment Advisors, LLC

75.30K

Mar 31, 26

-1.24K

0.16%

CITADEL ADVISORS LLC

75.17K

Mar 31, 26

+62.98K

0.16%

Plum Street Advisors, LLC

72.54K

Mar 31, 26

-2.63K

0.15%

Cambridge Investment Research Advisors, Inc.

71.77K

Mar 31, 26

-1.32K

0.15%

ASSETMARK, INC

70.84K

Mar 31, 26

+10.41K

0.15%

STALEY CAPITAL ADVISERS INC

70.00K

Mar 31, 26

0.15%

CWM, LLC

69.47K

Mar 31, 26

-14.07K

0.14%

eCIO, Inc.

68.38K

Mar 31, 26

+12.93K

0.14%

Advisory Services Network, LLC

65.98K

Mar 31, 26

+3.21K

0.14%

RAYMOND JAMES FINANCIAL INC

64.92K

Mar 31, 26

+25.52K

0.13%

Colony Group, LLC

64.28K

Mar 31, 26

-55

0.13%

UMB Bank, n.a.

60.13K

Mar 31, 26

-1.23K

0.12%

ALBION FINANCIAL GROUP /UT

58.88K

Mar 31, 26

+234

0.12%

J.Safra Asset Management Corp

58.37K

Mar 31, 26

+139

0.12%

DAVENPORT & Co LLC

49.94K

Mar 31, 26

+2.04K

0.10%

Fort Point Capital Partners LLC

45.52K

Mar 31, 26

0.09%

Kestra Advisory Services, LLC

44.73K

Mar 31, 26

+5.41K

0.09%

Leonard Rickey Investment Advisors P.L.L.C.

43.57K

Mar 31, 26

-563

0.09%

Equitable Holdings, Inc.

43.55K

Mar 31, 26

-1.10K

0.09%

Decker Retirement Planning Inc.

43.51K

Mar 31, 26

+2.06K

0.09%

CAPTRUST FINANCIAL ADVISORS

43.05K

Mar 31, 26

+4.22K

0.09%

BLAIR WILLIAM & CO/IL

42.88K

Mar 31, 26

-24

0.09%

Opal Wealth Advisors, LLC

42.44K

Mar 31, 26

+2.67K

0.09%

JNBA Financial Advisors

42.14K

Mar 31, 26

+1.78K

0.09%

BIRCHBROOK, INC.

41.75K

Mar 31, 26

+1.41K

0.09%

Sequoia Financial Advisors, LLC

41.37K

Mar 31, 26

-7.19K

0.09%

Schneider Downs Wealth Management Advisors, LP

41.04K

Mar 31, 26

-1.61K

0.09%

CX Institutional

39.75K

Mar 31, 26

+832

0.08%

Pine Haven Investment Counsel, Inc

38.98K

Mar 31, 26

+395

0.08%

Creative Planning

37.67K

Mar 31, 26

+29.41K

0.08%

Westfuller Advisors, LLC

37.20K

Mar 31, 26

+8.24K

0.08%

Summit Wealth Group, LLC

37.08K

Mar 31, 26

-1.12K

0.08%

FRANKLIN RESOURCES INC

36.63K

Mar 31, 26

+270

0.08%

NewEdge Advisors, LLC

35.60K

Mar 31, 26

-9.88K

0.07%

Cresset Asset Management, LLC

34.87K

Mar 31, 26

0.07%

Level Financial Advisors, Inc.

34.85K

Mar 31, 26

+21

0.07%

ARROW FINANCIAL CORP

34.55K

Mar 31, 26

0.07%

Rockefeller Capital Management L.P.

34.40K

Mar 31, 26

-114

0.07%

Central Pacific Bank - Trust Division

33.75K

Mar 31, 26

0.07%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

33.20K

Mar 31, 26

0.07%

TD PRIVATE CLIENT WEALTH LLC

32.76K

Mar 31, 26

-15.43K

0.07%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

31.67K

Mar 31, 26

-5.30K

0.07%

Hardy Reed LLC

31.57K

Mar 31, 26

+3.03K

0.07%

Mutual Advisors, LLC

30.75K

Mar 31, 26

+12.45K

0.06%

Wealthcare Advisory Partners LLC

30.73K

Mar 31, 26

+7.93K

0.06%

JANE STREET GROUP, LLC

30.42K

Mar 31, 26

+9.26K

0.06%

Mason & Associates Inc

30.24K

Mar 31, 26

+17.88K

0.06%

Eley Financial Management, Inc

28.59K

Mar 31, 26

+28.59K

0.06%

Ameritas Investment Partners, Inc.

27.49K

Mar 31, 26

+1.23K

0.06%

JOURNEY STRATEGIC WEALTH LLC

27.44K

Mar 31, 26

+2.29K

0.06%

PRESILIUM PRIVATE WEALTH, LLC

26.42K

Mar 31, 26

-502

0.05%

VERITY Wealth Advisors

26.32K

Mar 31, 26

0.05%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

26.01K

Mar 31, 26

-6.38K

0.05%

Diversified Enterprises, LLC

25.34K

Mar 31, 26

+2.00K

0.05%

Avidian Wealth Solutions, LLC

24.39K

Mar 31, 26

+180

0.05%

GOULD ASSET MANAGEMENT LLC /CA/

24.13K

Mar 31, 26

-165

0.05%

LexAurum Advisors, LLC

24.12K

Mar 31, 26

+24.12K

0.05%

Aptus Capital Advisors, LLC

24.02K

Mar 31, 26

+177

0.05%

NOVARE CAPITAL MANAGEMENT LLC

23.38K

Mar 31, 26

-5.61K

0.05%

Ally Invest Advisors Inc.

23.04K

Mar 31, 26

+140

0.05%

Exchange Bank

22.83K

Mar 31, 26

+155

0.05%

Integrated Wealth Concepts LLC

22.20K

Mar 31, 26

+2.68K

0.05%

Envestnet Portfolio Solutions, Inc.

22.00K

Mar 31, 26

-19.83K

0.05%

FORVIS Wealth Advisors, LLC

21.89K

Mar 31, 26

0.05%

M Holdings Securities, Inc.

21.71K

Mar 31, 26

0.05%

Parallel Advisors, LLC

21.57K

Mar 31, 26

+10.63K

0.04%

Keener Financial Planning LLC

21.51K

Mar 31, 26

+761

0.04%

CENTRAL TRUST Co

21.38K

Mar 31, 26

-200

0.04%

Shotwell Rutter Baer Inc

21.17K

Mar 31, 26

+573

0.04%

HEADINVEST, LLC

21.07K

Mar 31, 26

+607

0.04%

Farther Finance Advisors, LLC

21.00K

Mar 31, 26

-515

0.04%

Continuum Advisory, LLC

20.85K

Mar 31, 26

+143

0.04%

Johnson Bixby & Associates, LLC

20.29K

Mar 31, 26

+1.22K

0.04%

Private Wealth Management Group, LLC

19.99K

Mar 31, 26

+339

0.04%

Archer Investment Management, LLC

19.42K

Mar 31, 26

+19.42K

0.04%

Midwest Capital Advisors, LLC

19.36K

Mar 31, 26

+458

0.04%

Joel Adams & Associates, Inc.

19.34K

Mar 31, 26

+143

0.04%

MML INVESTORS SERVICES, LLC

18.81K

Mar 31, 26

-9.50K

0.04%

One Day In July LLC

18.57K

Mar 31, 26

0.04%

TRUEFG, LLC

18.51K

Mar 31, 26

+2.85K

0.04%

SCHMIDT P J INVESTMENT MANAGEMENT INC

17.24K

Mar 31, 26

+37

0.04%

SGL Investment Advisors, Inc.

17.15K

Mar 31, 26

+1.92K

0.04%

Aprio Wealth Management, LLC

17.05K

Mar 31, 26

-1.81K

0.04%

Buckingham Strategic Partners

16.91K

Mar 31, 26

+579

0.04%

Beacon Pointe Advisors, LLC

16.77K

Mar 31, 26

+6.11K

0.03%

SAX WEALTH ADVISORS, LLC

16.69K

Mar 31, 26

0.03%

Tradition Wealth Management, LLC

16.29K

Mar 31, 26

-114

0.03%

Resonant Capital Advisors, LLC

16.14K

Mar 31, 26

-124

0.03%

AMARA FINANCIAL, LLC.

15.51K

Mar 31, 26

+5.84K

0.03%

Goepper Burkhardt LLC

15.19K

Mar 31, 26

+100

0.03%

Investor's Fiduciary Advisor Network, LLC

15.10K

Mar 31, 26

-759

0.03%

VALLEY NATIONAL ADVISERS INC

14.64K

Mar 31, 26

+2.18K

0.03%

Janney Montgomery Scott LLC

14.32K

Mar 31, 26

-565

0.03%

Avantax Planning Partners, Inc.

14.19K

Mar 31, 26

-130

0.03%

Symmetry Partners, LLC

14.17K

Mar 31, 26

-129

0.03%

ANB BANK

13.75K

Mar 31, 26

+5.49K

0.03%

MERCER GLOBAL ADVISORS INC /ADV

13.55K

Mar 31, 26

-71

0.03%

Equita Financial Network, Inc.

13.52K

Mar 31, 26

-235

0.03%

Signature Resources Capital Management, LLC

13.47K

Mar 31, 26

+638

0.03%

Sigma Planning Corp

13.37K

Mar 31, 26

+606

0.03%

Marshall Financial Group LLC

13.35K

Mar 31, 26

-120

0.03%

Veridan Wealth LLC

13.28K

Mar 31, 26

-700

0.03%

Rehmann Capital Advisory Group

13.02K

Mar 31, 26

-1.57K

0.03%

Silver Oak Advisory Group, Inc.

12.94K

Mar 31, 26

+374

0.03%

NOTTINGHAM ADVISORS, INC.

12.57K

Mar 31, 26

-30

0.03%

VERUS CAPITAL PARTNERS, LLC

12.42K

Mar 31, 26

+630

0.03%

True Link Financial Advisors, LLC

12.21K

Mar 31, 26

+3.34K

0.03%

Western Wealth Management, LLC

12.18K

Mar 31, 26

+443

0.03%

Independent Advisor Alliance

11.59K

Mar 31, 26

+11.59K

0.02%

American Money Management, LLC

11.56K

Mar 31, 26

+2.86K

0.02%

LRI Investments, LLC

11.27K

Mar 31, 26

+821

0.02%

Waverly Advisors, LLC

11.22K

Mar 31, 26

-1.26K

0.02%

Berger Financial Group, Inc

11.04K

Mar 31, 26

+413

0.02%

Tribridge Partners Financial LLC

11.02K

Mar 31, 26

0.02%

Larson Financial Group LLC

10.98K

Mar 31, 26

-1.77K

0.02%

One Wealth Advisors, LLC

10.90K

Mar 31, 26

-6.63K

0.02%

Wells Financial Advisors INC

10.66K

Mar 31, 26

0.02%

Affinity Capital Advisors, LLC

10.44K

Mar 31, 26

-47

0.02%

Stratos Wealth Partners, LTD.

10.41K

Mar 31, 26

+10.41K

0.02%

JONES FINANCIAL COMPANIES LLLP

10.41K

Mar 31, 26

+5.07K

0.02%

GRAND WEALTH MANAGEMENT, LLC

10.38K

Mar 31, 26

+115

0.02%

Cerity Partners LLC

10.37K

Mar 31, 26

+10.37K

0.02%

WESBANCO BANK INC

10.32K

Mar 31, 26

0.02%

Wealthfront Advisers LLC

10.27K

Mar 31, 26

-661

0.02%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

10.17K

Mar 31, 26

0.02%

DORVAL Corp

9.98K

Mar 31, 26

+905

0.02%

FIFTH THIRD BANCORP

9.80K

Mar 31, 26

+9.80K

0.02%

RETIREMENT INCOME SOLUTIONS, INC

9.79K

Mar 31, 26

0.02%

TWO SIGMA SECURITIES, LLC

9.77K

Mar 31, 26

+9.77K

0.02%

Higgins & Schmidt Wealth Strategies LLC

9.76K

Mar 31, 26

+297

0.02%

Institute for Wealth Management, LLC.

9.59K

Mar 31, 26

-5.28K

0.02%

4Thought Financial Group Inc.

9.53K

Mar 31, 26

+19

0.02%

PDS Planning, Inc

9.49K

Mar 31, 26

+393

0.02%

Orion Capital Management LLC

9.46K

Mar 31, 26

+557

0.02%

Private Advisor Group, LLC

9.15K

Mar 31, 26

-4.62K

0.02%

Seaside Wealth Management, Inc.

9.02K

Mar 31, 26

+81

0.02%

SWEENEY & MICHEL, LLC

8.99K

Mar 31, 26

+68

0.02%

MAI Capital Management

8.98K

Mar 31, 26

+58

0.02%

Whitegate Investment Counselors, Inc.

8.73K

Mar 31, 26

+8.73K

0.02%

PFG Investments, LLC

8.69K

Mar 31, 26

-359

0.02%

Evergreen Private Wealth LLC

8.60K

Mar 31, 26

+1.81K

0.02%

Pathstone Holdings, LLC

8.59K

Mar 31, 26

0.02%

Bigelow Investment Advisors, LLC

8.56K

Mar 31, 26

+267

0.02%

First Pacific Financial

8.41K

Mar 31, 26

0.02%

AdvisorNet Financial, Inc

8.36K

Mar 31, 26

-2.73K

0.02%

CWC Advisors, LLC.

8.25K

Mar 31, 26

0.02%

Ameritas Advisory Services, LLC

8.17K

Mar 31, 26

+8.17K

0.02%

BEACON INVESTMENT ADVISORY SERVICES, INC.

7.83K

Mar 31, 26

+7.83K

0.02%

Cherry Tree Wealth Management, LLC

7.30K

Mar 31, 26

+1.19K

0.02%

PRIVATE TRUST CO NA

7.26K

Mar 31, 26

0.02%

Hills Bank & Trust Co

6.97K

Mar 31, 26

+279

0.01%

VSM Wealth Advisory, LLC

6.97K

Mar 31, 26

-9

0.01%

Front Row Advisors LLC

6.49K

Mar 31, 26

+400

0.01%

Arkos Global Advisors

6.40K

Mar 31, 26

+6.40K

0.01%

Morton Brown Family Wealth, LLC

6.18K

Mar 31, 26

+1.50K

0.01%

Finley Financial, LLC

6.15K

Mar 31, 26

0.01%

Rossby Financial, LCC

5.95K

Mar 31, 26

+3.32K

0.01%

American Capital Advisory, LLC

5.89K

Mar 31, 26

0.01%

WFA of San Diego, LLC

5.50K

Mar 31, 26

0.01%

MOTCO

5.32K

Mar 31, 26

0.01%

Steward Partners Investment Advisory, LLC

5.02K

Mar 31, 26

-1.04K

0.01%

Financial Gravity Asset Management, Inc.

4.88K

Mar 31, 26

0.01%

Gould Capital, LLC

4.67K

Mar 31, 26

+1.61K

0.01%

US BANCORP \DE\

4.59K

Mar 31, 26

0.01%

Capital Analysts, LLC

4.52K

Mar 31, 26

+1.06K

0.01%

DEUTSCHE BANK AG\

4.27K

Mar 31, 26

+4.27K

0.01%

Mascoma Wealth Management LLC

4.00K

Mar 31, 26

-256

0.01%

RMG Wealth Management LLC

3.80K

Mar 31, 26

+3.80K

0.01%

GeoWealth Management, LLC

3.79K

Mar 31, 26

+3.79K

0.01%

Ancora Advisors, LLC

3.78K

Mar 31, 26

0.01%

Armor Investment Advisors, LLC

3.20K

Mar 31, 26

0.01%

Creative Capital Management Investments LLC

2.99K

Mar 31, 26

0.01%

SOFI WEALTH, LLC

2.62K

Mar 31, 26

+901

0.01%

Fort Vancouver Investment Management, LLC

1.92K

Mar 31, 26

0.00%

AE Wealth Management LLC

1.87K

Mar 31, 26

-89

0.00%

Millstone Evans Group, LLC

1.68K

Mar 31, 26

0.00%

Sachetta, LLC

1.67K

Mar 31, 26

-73

0.00%

Ashton Thomas Private Wealth, LLC

1.65K

Mar 31, 26

+1.65K

0.00%

PITTENGER & ANDERSON INC

1.59K

Mar 31, 26

0.00%

Bangor Savings Bank

1.58K

Mar 31, 26

-100

0.00%

IFP Advisors, Inc

1.45K

Mar 31, 26

-137

0.00%

AMERIFLEX GROUP, INC.

1.43K

Mar 31, 26

-60

0.00%

Clarity Asset Management, Inc.

1.08K

Mar 31, 26

-3.96K

0.00%

CITIGROUP INC

1.00K

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

926

Mar 31, 26

-782

0.00%

Triumph Capital Management

825

Mar 31, 26

+131

0.00%

Physician Wealth Advisors, Inc.

801

Mar 31, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

800

Mar 31, 26

+800

0.00%

CVA Family Office, LLC

781

Mar 31, 26

0.00%

MANNING & NAPIER ADVISORS LLC

749

Mar 31, 26

0.00%

WealthShield Partners, LLC

594

Mar 31, 26

-160

0.00%

DT Investment Partners, LLC

592

Mar 31, 26

0.00%

NATIONAL BANK OF CANADA /FI/

550

Mar 31, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

488

Mar 31, 26

+488

0.00%

Mosley Wealth Management

480

Mar 31, 26

+480

0.00%

Your Advocates Ltd., LLP

406

Mar 31, 26

-135

0.00%

Geneos Wealth Management Inc.

400

Mar 31, 26

0.00%

Winthrop Capital Management, LLC

365

Mar 31, 26

0.00%

BlackRock, Inc.

356

Mar 31, 26

-253

0.00%

Tradewinds Capital Management, LLC

318

Mar 31, 26

+50

0.00%

Smartleaf Asset Management LLC

308

Mar 31, 26

0.00%

Spire Wealth Management

299

Mar 31, 26

0.00%

CoreCap Advisors, LLC

289

Mar 31, 26

0.00%

GW&K Investment Management, LLC

256

Mar 31, 26

+256

0.00%

Transamerica Financial Advisors, Inc.

227

Mar 31, 26

-128

0.00%

Coston, McIsaac & Partners

178

Mar 31, 26

0.00%

FMR LLC

171

Mar 31, 26

-22

0.00%

NBT BANK N A /NY

166

Mar 31, 26

+141

0.00%

Root Financial Partners, LLC

132

Mar 31, 26

-169

0.00%

Tanglewood Legacy Advisors, LLC

123

Mar 31, 26

0.00%

Hanson & Doremus Investment Management

116

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

-100

0.00%

Gen-Wealth Partners Inc

Mar 31, 26

-99

0.00%

Community Bank, N.A.

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Mar 31, 26

-10

0.00%

Capital Investment Advisory Services, LLC

Mar 31, 26

+15

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

0.00%

Cape Investment Advisory, Inc.

Mar 31, 26

-1.08K

COLDSTREAM CAPITAL MANAGEMENT INC

Mar 31, 26

-7.98K

Valeo Financial Advisors, LLC

Mar 31, 26

-46.99K

Clearstead Trust, LLC

Mar 31, 26

-1.57K

Atomi Financial Group, Inc.

Mar 31, 26

-10.42K

Johnson Financial Group, Inc.

Mar 31, 26

-2.95K

Betterment LLC

Mar 31, 26

-13.45K

Klaas Financial Asset Advisors, LLC

Mar 31, 26

-136.94K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-5.47K

Bank Julius Baer & Co. Ltd, Zurich

Mar 31, 26

-14.80K

Elyxium Wealth, LLC

Mar 31, 26

-146

GAMMA Investing LLC

Mar 31, 26

-16

WHITTIER TRUST CO

Mar 31, 26

-20.26K

CANANDAIGUA NATIONAL BANK & TRUST CO

77.22K

Dec 31, 25

-980

0.16%

Clarius Group, LLC

59.42K

Dec 31, 25

+1.99K

0.12%

SageView Advisory Group, LLC

29.80K

Dec 31, 25

+410

0.06%

Wealth Advisory Team LLC

22.85K

Dec 31, 25

+22.85K

0.05%

COMERICA BANK

9.61K

Dec 31, 25

-3.01K

0.02%

Running Point Capital Advisors, LLC

3.70K

Dec 31, 25

-375

0.01%

Litman Gregory Wealth Management LLC

3.04K

Dec 31, 25

+3.04K

0.01%

CIBC Private Wealth Group, LLC

1.47K

Dec 31, 25

0.00%

Global Retirement Partners, LLC

159

Dec 31, 25

+25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-813

Willow Creek Wealth Management Inc.

46.33K

Sep 30, 25

+1.89K

0.10%

AllSquare Wealth Management LLC

3.08K

Sep 30, 25

0.01%

Parkside Advisors LLC

86.19K

Jun 30, 25

-2.48K

0.18%

Better Money Decisions, LLC

69.08K

Jun 30, 25

+1.68K

0.14%

PrairieView Partners, LLC

64.26K

Jun 30, 25

+3.55K

0.13%

Congress Wealth Management LLC / DE /

15.98K

Jun 30, 25

0.03%

AVANTAX ADVISORY SERVICES, INC.

11.48K

Jun 30, 25

-102

0.02%

Atria Wealth Solutions, Inc.

8.68K

Jun 30, 25

-405

0.02%

Financial Gravity Companies, Inc.

4.92K

Jun 30, 25

+4.92K

0.01%

Parkworth Wealth Management, Inc.

3.98K

Jun 30, 25

+43

0.01%

DOHJ, LLC

Jun 30, 25

-11.33K

US FINANCIAL ADVISORS, LLC

11.55K

Mar 31, 25

+1.22K

0.02%

Orion Portfolio Solutions, LLC

8.37K

Mar 31, 25

-5.77K

0.02%

BOSTON FINANCIAL MANGEMENT LLC

33.48K

Dec 31, 24

+1.89K

0.07%

Buckingham Capital Management, Inc.

13.11K

Dec 31, 24

+110

0.03%

HBC Financial Services, PLLC

2.38K

Dec 31, 24

0.00%

Sugarloaf Wealth Management, LLC

Dec 31, 24

-1.22K

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

Dec 31, 24

-1.23K

Raymond James Financial Services Advisors, Inc.

29.51K

Sep 30, 24

-18.72K

0.06%

Diversified, LLC

15.16K

Sep 30, 24

+129

0.03%

RAYMOND JAMES & ASSOCIATES

13.99K

Sep 30, 24

-2.06K

0.03%

Private Ocean, LLC

461.49K

Jun 30, 24

-704

0.96%

PAYDEN & RYGEL INVESTMENT GROUP

88.58K

Jun 30, 24

+5.73K

0.18%

Levy Wealth Management Group, LLC

60.66K

Jun 30, 24

+50

0.13%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

11.36K

Jun 30, 24

+25

0.02%

BlackRock Inc.

4.98K

Jun 30, 24

+48

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

4.21K

Jun 30, 24

+1.15K

0.01%

JANICZEK WEALTH MANAGEMENT, LLC

2.29K

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-72

Cetera Advisor Networks LLC

33.93K

Mar 31, 24

-14.18K

0.07%

Cetera Advisors LLC

11.42K

Mar 31, 24

-362

0.02%

Adroit Compliance, LLC

86.74K

Dec 31, 23

+86.74K

0.18%

Bartlett & Co. LLC

63.88K

Dec 31, 23

+1.76K

0.13%

WADE G W & INC

50.33K

Dec 31, 23

+11.70K

0.10%

Baystate Wealth Management LLC

20.45K

Dec 31, 23

-5.03K

0.04%

Bridgeworth, LLC

12.57K

Dec 31, 23

-338

0.03%

PFS INVESTMENTS INC.

675.20K

Jun 30, 23

-62.59K

1.40%

Financial Architects, Inc

52.90K

Jun 30, 23

-1.61K

0.11%

AFFINIA FINANCIAL GROUP, LLC

47.25K

Jun 30, 23

-1.24K

0.10%

TimeScale Financial, Inc.

4.05K

Jun 30, 23

-22

0.01%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-545

Parsec Financial Management, Inc.

283.35K

Mar 31, 23

-2.16K

0.59%

Baldrige Asset Management LLC

94.45K

Mar 31, 23

+1.11K

0.20%

Cardinal Point Wealth Management Partners, LLC

59.87K

Mar 31, 23

-9.80K

0.12%

HARVEST GROUP WEALTH MANAGEMENT, LLC

12.47K

Mar 31, 23

-10.28K

0.03%

Cribstone Capital Management, LLC

27.85K

Dec 31, 22

-542

0.06%

RESOLUTE FINANCIAL, LLC

24.09K

Dec 31, 22

-1.56K

0.05%

TRUSTCORE FINANCIAL SERVICES, LLC

1.90K

Dec 31, 22

0.00%

Burleson & Company, LLC

Dec 31, 22

+30

0.00%

EATON VANCE MANAGEMENT

115.03K

Sep 30, 22

-2.29K

0.24%

CPWM, LLC

40.38K

Sep 30, 22

+26.13K

0.08%

Covington Capital Management

925

Sep 30, 22

0.00%

American Portfolios Advisors

522

Sep 30, 22

+522

0.00%

DIXON HUBARD FEINOUR & BROWN INC/VA

18.44K

Jun 30, 22

+269

0.04%

KerberRose Wealth Management, LLC

9.10K

Jun 30, 22

+9.10K

0.02%

Carroll Financial Associates, Inc.

2.30K

Dec 31, 21

0.00%

NEXT Financial Group, Inc

Dec 31, 21

-17.80K

C-J Advisory, Inc.

65.98K

Sep 30, 21

+1.86K

0.14%

Alexandria Capital, LLC

34.63K

Sep 30, 21

+50

0.07%

OLD DOMINION CAPITAL MANAGEMENT INC

15.30K

Sep 30, 21

0.03%

Ameritas Investment Company, LLC

8.46K

Sep 30, 21

+8.46K

0.02%

Wealthsimple US, Ltd.

209.84K

Mar 31, 21

+493

0.44%

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

14.92K

Dec 31, 20

+14.92K

0.03%

ROWLAND CARMICHAEL ADVISORS INC /ADV

918

Dec 31, 20

-261

0.00%

Watson Rebecca

18.51K

Sep 30, 20

+1.28K

0.04%

First Allied Advisory Services, Inc.

7.70K

Sep 30, 20

+7.70K

0.02%

SHINE INVESTMENT ADVISORY SERVICES INC

235

Sep 30, 20

0.00%

LifePlan Financial Group, Inc

Sep 30, 20

-492

Advisor Group, Inc.

17.23K

Dec 31, 19

+2.56K

0.04%

LADENBURG THALMANN FINANCIAL SERVICES INC.

6.45K

Dec 31, 19

-1.51K

0.01%

LaSalle Street Capital Management, LLC

8.15K

Sep 30, 19

0.02%

Vestpro Financial Partners, Inc. dba CPF Texas

443

Sep 30, 18

+443

0.00%