How do I set a price alert for USRT?

To set a USRT price alert on Stock Alarm Pro, navigate to the USRT quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for USRT?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for USRT. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for USRT?

Stock Alarm Pro supports over 125 trigger types for USRT: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about USRT price changes?

USRT alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for USRT alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for USRT and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

USRT Institutional Ownership & 13F Filings

iShares Core U.S. REIT ETF(USRT)

NYSEClosing price · checked 9:38 PM ESTAbout this dataData status

$66.09▼-0.08 (-0.12%)

Extended:$65.89-0.20 (-0.30%)

WatchlistChart Studio

USRT(USRT)

USRT

Institutional Ownership

Top 613 Institutional Holders

Holder	Shares	Date	Change	% Held
US BANCORP \DE\	3.16M	Sep 30, 26	+360.84K	4.86%
Trust Co of Tennessee	1.20M	Sep 30, 26	+7.67K	1.85%
Apollon Wealth Management, LLC	1.01M	Sep 30, 26	+173.33K	1.56%
Rakuten Investment Management, Inc.	935.68K	Sep 30, 26	+93.90K	1.44%
Savant Capital, LLC	929.86K	Sep 30, 26	-20.81K	1.43%
Disciplina Capital Management LLC	813.26K	Sep 30, 26	+30.74K	1.25%
LPL Financial LLC	809.50K	Sep 30, 26	-947.69K	1.25%
FIFTH THIRD BANCORP	716.37K	Sep 30, 26	-60.31K	1.10%
Prime Capital Investment Advisors, LLC	703.14K	Sep 30, 26	-70.09K	1.08%
Blueprint Investment Partners LLC	559.13K	Sep 30, 26	-87.02K	0.86%
MISSION WEALTH MANAGEMENT, LP	503.66K	Sep 30, 26	-126.80K	0.78%
Rodgers & Associates, LTD	406.75K	Sep 30, 26	+4.86K	0.63%
Charles Schwab Trust Co	365.81K	Sep 30, 26	-26.62K	0.56%
Financial & Tax Architects, LLC	358.11K	Sep 30, 26	+19.27K	0.55%
93 Financial Group, LLC	353.27K	Sep 30, 26	+1.39K	0.54%
S. R. Schill & Associates	326.68K	Sep 30, 26	+87	0.50%
CHOREO, LLC	323.32K	Sep 30, 26	-33.55K	0.50%
Blueprint Financial Advisors LLC	308.15K	Sep 30, 26	-51.64K	0.47%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	292.70K	Sep 30, 26	-6.46K	0.45%
MPS Loria Financial Planners, LLC	279.72K	Sep 30, 26	+4.25K	0.43%
Lido Advisors, LLC	262.95K	Sep 30, 26	+10.41K	0.41%
TECTONIC ADVISORS LLC	261.74K	Sep 30, 26	+9.39K	0.40%
HighPoint Advisor Group LLC	249.97K	Sep 30, 26	+306	0.39%
Biltmore Wealth Management, LLC	235.25K	Sep 30, 26	+8.70K	0.36%
Wealthcare Advisory Partners LLC	227.19K	Sep 30, 26	+26.45K	0.35%
EARNED WEALTH ADVISORS, LLC	218.00K	Sep 30, 26	+23.41K	0.34%
Cannon Financial Strategists, Inc.	212.75K	Sep 30, 26	+505	0.33%
MOLLER WEALTH PARTNERS	212.75K	Sep 30, 26	+5.82K	0.33%
Freedom Day Solutions, LLC	204.91K	Sep 30, 26	+31.93K	0.32%
EverSource Wealth Advisors, LLC	197.07K	Sep 30, 26	+196.71K	0.30%
Glenview Trust Co	192.03K	Sep 30, 26	-84	0.30%
Creative Planning	180.18K	Sep 30, 26	+4.64K	0.28%
Cornerstone Management, Inc.	171.15K	Sep 30, 26	+14.59K	0.26%
Compound Planning, Inc.	131.41K	Sep 30, 26	-6.59K	0.20%
INVENIO WEALTH PARTNERS LLC	131.37K	Sep 30, 26	+131.37K	0.20%
CAMBRIDGE CAPITAL MANAGEMENT, LLC	127.09K	Sep 30, 26	+127.09K	0.20%
ERn Financial, LLC	126.79K	Sep 30, 26	-5.71K	0.20%
TPG Financial Advisors, LLC	125.15K	Sep 30, 26	+1.92K	0.19%
CANANDAIGUA NATIONAL BANK & TRUST CO	123.09K	Sep 30, 26	+7.14K	0.19%
Spartan Planning & Wealth Management	121.93K	Sep 30, 26	+1.20K	0.19%
MOODY NATIONAL BANK TRUST DIVISION	120.70K	Sep 30, 26	-4.18K	0.19%
Financial Solutions Advisory Group, Inc.	117.31K	Sep 30, 26	+2.15K	0.18%
Peak Financial Management, Inc.	106.39K	Sep 30, 26	+1.66K	0.16%
Cedar Point Capital Partners, LLC	100.55K	Sep 30, 26	+100.55K	0.15%
Avior Wealth Management, LLC	96.92K	Sep 30, 26	-1.59K	0.15%
COMMONWEALTH EQUITY SERVICES, LLC	96.42K	Sep 30, 26	-14.38K	0.15%
CoreCap Advisors, LLC	90.59K	Sep 30, 26	+2.16K	0.14%
Cambridge Investment Research Advisors, Inc.	90.15K	Sep 30, 26	+584	0.14%
PHILLIPS FINANCIAL MANAGEMENT, LLC	88.81K	Sep 30, 26	-5.70K	0.14%
Envision Financial LLC	88.14K	Sep 30, 26	+11.16K	0.14%
RETIREMITTEN FINANCIAL LLC	78.56K	Sep 30, 26	+6.89K	0.12%
Topel & Distasi Wealth Management, LLC	78.52K	Sep 30, 26	+99	0.12%
Prosperity Planning, Inc.	78.36K	Sep 30, 26	+576	0.12%
PINKERTON WEALTH, LLC	75.02K	Sep 30, 26	+75.02K	0.12%
VestGen Advisors, LLC	74.30K	Sep 30, 26	+19.81K	0.11%
True Freedom Investing, LLC	71.28K	Sep 30, 26	+71.28K	0.11%
Windsor Capital Management, LLC	71.11K	Sep 30, 26	+3.29K	0.11%
Kestra Advisory Services, LLC	68.50K	Sep 30, 26	+17.64K	0.11%
Apollon Financial, LLC	68.06K	Sep 30, 26	+14.59K	0.10%
Visionary Wealth Advisors	67.22K	Sep 30, 26	+265	0.10%
First Security Investment Management, Inc.	61.07K	Sep 30, 26	+3.02K	0.09%
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC	59.49K	Sep 30, 26	--	0.09%
THRIVENT FINANCIAL FOR LUTHERANS	57.34K	Sep 30, 26	-8.95K	0.09%
Post Resch Tallon Group Inc.	55.98K	Sep 30, 26	+3.28K	0.09%
Roble, Belko & Company, Inc	54.89K	Sep 30, 26	-1.60K	0.08%
RFG Advisory, LLC	52.09K	Sep 30, 26	+2.11K	0.08%
Financial Planning Fort Collins, LLC	50.03K	Sep 30, 26	-70	0.08%
CREATIVE FINANCIAL DESIGNS INC /ADV	49.01K	Sep 30, 26	+819	0.08%
ES4, LLC	49.01K	Sep 30, 26	--	0.08%
Keystone Financial Group, Inc.	48.92K	Sep 30, 26	+4.73K	0.08%
Weil Company, Inc.	46.27K	Sep 30, 26	+2.39K	0.07%
PRIVATE CLIENT SERVICES, LLC	44.69K	Sep 30, 26	-1.82K	0.07%
Fonville Wealth Management LLC	43.72K	Sep 30, 26	+7.42K	0.07%
Dogwood Wealth Management LLC	41.86K	Sep 30, 26	-1.03K	0.06%
IFC & Insurance Marketing, Inc.	40.77K	Sep 30, 26	+3.93K	0.06%
Walkner Condon Financial Advisors LLC	40.66K	Sep 30, 26	-31.17K	0.06%
Cascade Wealth Advisors, Inc	39.57K	Sep 30, 26	+12.99K	0.06%
RKL Wealth Management LLC	39.33K	Sep 30, 26	+26.78K	0.06%
FAMILY WEALTH PARTNERS, LLC	37.10K	Sep 30, 26	+2.54K	0.06%
Virtus Family Office LLC	37.02K	Sep 30, 26	+960	0.06%
Aspen Wealth Management LLC	37.02K	Sep 30, 26	+17.36K	0.06%
ASHTON THOMAS SECURITIES, LLC	36.05K	Sep 30, 26	+36.05K	0.06%
SeedSafe Financial LLC	32.59K	Sep 30, 26	-1.67K	0.05%
TriaGen Wealth Management LLC	31.75K	Sep 30, 26	+2.27K	0.05%
Vise Technologies, Inc.	31.37K	Sep 30, 26	+2.15K	0.05%
Farther Finance Advisors, LLC	31.34K	Sep 30, 26	+1.99K	0.05%
Wealthcare Capital Partners, LLC	30.75K	Sep 30, 26	-1.24K	0.05%
HB Wealth Management, LLC	30.33K	Sep 30, 26	+20.34K	0.05%
Kohmann Bosshard Financial Services, LLC	30.12K	Sep 30, 26	-215	0.05%
BANK OF MONTREAL /CAN/	28.62K	Sep 30, 26	+27.15K	0.04%
TENET WEALTH PARTNERS, LLC	27.77K	Sep 30, 26	-1.86K	0.04%
Matthew Goff Investment Advisor, LLC	26.01K	Sep 30, 26	+101	0.04%
Allworth Financial LP	24.35K	Sep 30, 26	+2.10K	0.04%
Advisory Solutions Group, LLC	24.28K	Sep 30, 26	+24.28K	0.04%
Geneos Wealth Management Inc.	23.67K	Sep 30, 26	+5.07K	0.04%
Prospect Financial Group LLC	23.43K	Sep 30, 26	-3.50K	0.04%
Shum Financial Group, Inc.	22.08K	Sep 30, 26	-44	0.03%
SECURIAN ASSET MANAGEMENT, INC	21.85K	Sep 30, 26	--	0.03%
SigFig Wealth Management, LLC	20.61K	Sep 30, 26	-633	0.03%
Ignite Planners, LLC	20.37K	Sep 30, 26	+20.37K	0.03%
HBW ADVISORY SERVICES LLC	20.30K	Sep 30, 26	-1.04K	0.03%
Intergy Private Wealth, LLC	20.00K	Sep 30, 26	+677	0.03%
MMA ASSET MANAGEMENT LLC	19.60K	Sep 30, 26	+819	0.03%
Nolet Wealth Management, LLC	19.20K	Sep 30, 26	+160	0.03%
River Street Advisors LLC	18.89K	Sep 30, 26	+612	0.03%
Peterson Wealth Advisors, LLC	18.47K	Sep 30, 26	-112	0.03%
Quest 10 Wealth Builders, Inc.	17.68K	Sep 30, 26	-37	0.03%
American State Bank (Iowa)	17.42K	Sep 30, 26	-1.80K	0.03%
Capital Investment Advisors, LLC	17.41K	Sep 30, 26	+17.41K	0.03%
Ellis Investment Partners, LLC	17.05K	Sep 30, 26	+101	0.03%
Inman Jager Wealth Management, LLC	16.90K	Sep 30, 26	+42	0.03%
Kestra Investment Management, LLC	16.78K	Sep 30, 26	-3.21K	0.03%
Ridgewood Investments LLC	15.94K	Sep 30, 26	+3.64K	0.02%
Brendel Financial Advisors LLC	15.76K	Sep 30, 26	+15.76K	0.02%
Telos Capital Management, Inc.	15.59K	Sep 30, 26	+15.59K	0.02%
Nautilus Advisors LLC	15.20K	Sep 30, 26	+955	0.02%
SHEETS SMITH WEALTH MANAGEMENT	15.19K	Sep 30, 26	+3.73K	0.02%
1834 INVESTMENT ADVISORS CO	14.88K	Sep 30, 26	--	0.02%
Range Financial Group LLC	14.67K	Sep 30, 26	-334	0.02%
Moisand Fitzgerald Tamayo, LLC	14.47K	Sep 30, 26	-130	0.02%
GILPIN WEALTH MANAGEMENT, LLC	14.26K	Sep 30, 26	-390	0.02%
Independent Wealth Network Inc.	14.18K	Sep 30, 26	-1.25K	0.02%
Diversify Advisory Services, LLC	14.07K	Sep 30, 26	+3.76K	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	14.07K	Sep 30, 26	+3.76K	0.02%
Wilkins Miller Wealth Management, LLC	13.88K	Sep 30, 26	-124	0.02%
Global Strategic Investment Solutions, LLC	13.77K	Sep 30, 26	+17	0.02%
J2 Capital Management Inc	12.87K	Sep 30, 26	+502	0.02%
Advocate Investing Services LLC	12.70K	Sep 30, 26	--	0.02%
Certified Advisory Corp	12.48K	Sep 30, 26	+12.48K	0.02%
BRIGHTON JONES LLC	12.16K	Sep 30, 26	+1.10K	0.02%
Wrenne Financial Planning LLC	11.52K	Sep 30, 26	+564	0.02%
Trademark Financial Management, LLC	11.34K	Sep 30, 26	+1.15K	0.02%
Insight Advisors, LLC/ PA	11.21K	Sep 30, 26	+150	0.02%
Parkside Financial Bank & Trust	11.16K	Sep 30, 26	+32	0.02%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	11.12K	Sep 30, 26	+361	0.02%
Amicus Financial Advisors, LLC	11.08K	Sep 30, 26	-125	0.02%
Canandaigua National Trust Co of Florida	11.05K	Sep 30, 26	+11.05K	0.02%
Darden Wealth Group Inc	10.80K	Sep 30, 26	--	0.02%
PRESILIUM PRIVATE WEALTH, LLC	10.73K	Sep 30, 26	-193	0.02%
RHS Financial, LLC	10.56K	Sep 30, 26	-3.43K	0.02%
Kagan Cocozza Asset Management	10.54K	Sep 30, 26	-5.04K	0.02%
Heck Capital Advisors, LLC	9.68K	Sep 30, 26	+49	0.01%
PARK AVENUE SECURITIES LLC	9.64K	Sep 30, 26	+793	0.01%
Landmark Wealth Management, LLC	9.31K	Sep 30, 26	+938	0.01%
Garde Capital, Inc.	9.20K	Sep 30, 26	-1.13K	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	9.14K	Sep 30, 26	-216	0.01%
Kesler, Norman & Wride, LLC	9.09K	Sep 30, 26	+9.09K	0.01%
AWM CAPITAL, LLC	9.07K	Sep 30, 26	-2.04K	0.01%
HF Advisory Group, LLC	8.95K	Sep 30, 26	-312	0.01%
Summit Financial Consulting LLC	8.66K	Sep 30, 26	+305	0.01%
MBL Wealth, LLC	8.33K	Sep 30, 26	--	0.01%
COLDSTREAM CAPITAL MANAGEMENT INC	8.30K	Sep 30, 26	--	0.01%
RDA Financial Network	8.13K	Sep 30, 26	+2.23K	0.01%
IFG Advisory, LLC	8.12K	Sep 30, 26	-20.48K	0.01%
Quad-Cities Investment Group, LLC	7.71K	Sep 30, 26	+228	0.01%
WEALTHCARE CAPITAL MANAGEMENT LLC	7.54K	Sep 30, 26	-1.56K	0.01%
First Command Advisory Services, Inc.	7.47K	Sep 30, 26	+6.75K	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	7.31K	Sep 30, 26	+602	0.01%
Parallel Advisors, LLC	7.31K	Sep 30, 26	--	0.01%
MidAtlantic Capital Management, Inc.	6.93K	Sep 30, 26	--	0.01%
ARKANSAS FINANCIAL GROUP, INC.	6.89K	Sep 30, 26	+180	0.01%
Concurrent Investment Advisors, LLC	6.86K	Sep 30, 26	-655	0.01%
Upper Left Wealth Management, LLC	6.86K	Sep 30, 26	--	0.01%
Seaside Wealth Management, Inc.	6.75K	Sep 30, 26	--	0.01%
MBE Wealth Management, LLC	6.66K	Sep 30, 26	-1.19K	0.01%
Fingerlakes Wealth Management, Inc.	6.25K	Sep 30, 26	+680	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	6.18K	Sep 30, 26	+39	0.01%
Krane Financial Solutions LLC	6.09K	Sep 30, 26	+45	0.01%
RVW Wealth, LLC	5.72K	Sep 30, 26	--	0.01%
TRUIST FINANCIAL CORP	5.68K	Sep 30, 26	-276	0.01%
Forvis Mazars Wealth Advisors, LLC	5.66K	Sep 30, 26	-45	0.01%
NWAM LLC	5.59K	Sep 30, 26	-2.63K	0.01%
FORTE ASSET MANAGEMENT LLC	5.53K	Sep 30, 26	-165	0.01%
REDW Wealth LLC	5.53K	Sep 30, 26	+2	0.01%
Destiny Capital Corp/CO	5.36K	Sep 30, 26	-731	0.01%
Daiwa Securities Group Inc.	5.36K	Sep 30, 26	+243	0.01%
YHB Investment Advisors, Inc.	5.21K	Sep 30, 26	-399	0.01%
Redwood Financial Network Corp	5.07K	Sep 30, 26	-106	0.01%
Ashton Thomas Private Wealth, LLC	4.98K	Sep 30, 26	-727	0.01%
CGN Advisors LLC	4.89K	Sep 30, 26	-543	0.01%
Gerber Kawasaki Wealth & Investment Management	4.89K	Sep 30, 26	-198	0.01%
United Advisor Group, LLC	4.88K	Sep 30, 26	+3	0.01%
Koesten, Hirschmann & Crabtree, INC.	4.80K	Sep 30, 26	-50	0.01%
RITHOLTZ WEALTH MANAGEMENT	4.80K	Sep 30, 26	--	0.01%
Finley Financial, LLC	4.78K	Sep 30, 26	--	0.01%
Platform Technology Partners	4.69K	Sep 30, 26	+379	0.01%
D.A. DAVIDSON & CO.	4.68K	Sep 30, 26	+696	0.01%
PDS Planning, Inc	4.62K	Sep 30, 26	+192	0.01%
NWF Advisory Services Inc.	4.60K	Sep 30, 26	--	0.01%
Marshall & Sterling Wealth Advisors Inc.	4.59K	Sep 30, 26	+4.59K	0.01%
FLAGSHIP HARBOR ADVISORS, LLC	4.38K	Sep 30, 26	+578	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	4.26K	Sep 30, 26	+1	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	4.11K	Sep 30, 26	+794	0.01%
SILVERLAKE WEALTH MANAGEMENT LLC	4.09K	Sep 30, 26	+26	0.01%
CARDIFF PARK ADVISORS, LLC	4.08K	Sep 30, 26	+28	0.01%
Aletheian Wealth Advisors LLC	4.05K	Sep 30, 26	--	0.01%
EPIQ PARTNERS, LLC	4.03K	Sep 30, 26	+3	0.01%
Independent Wealth Advisors LLC	4.00K	Sep 30, 26	+4.00K	0.01%
Tidemark, LLC	4.00K	Sep 30, 26	-929	0.01%
IVC Wealth Advisors LLC	3.96K	Sep 30, 26	+88	0.01%
Onyx Bridge Wealth Group LLC	3.87K	Sep 30, 26	+21	0.01%
Oak Wealth Advisors LLC	3.84K	Sep 30, 26	+3.84K	0.01%
IRON Financial LLC	3.84K	Sep 30, 26	+27	0.01%
GREENLEAF TRUST	3.81K	Sep 30, 26	+3.81K	0.01%
SAX WEALTH ADVISORS, LLC	3.77K	Sep 30, 26	--	0.01%
FSA Investment Group, LLC	3.75K	Sep 30, 26	+463	0.01%
HCR Wealth Advisors	3.74K	Sep 30, 26	+528	0.01%
Wilmington Savings Fund Society, FSB	3.70K	Sep 30, 26	--	0.01%
Braun-Bostich & Associates Inc.	3.69K	Sep 30, 26	+220	0.01%
Prosperity Financial Group, Inc.	3.68K	Sep 30, 26	-719	0.01%
Sharper & Granite LLC	3.67K	Sep 30, 26	--	0.01%
Synergy Asset Management, LLC	3.66K	Sep 30, 26	+323	0.01%
Tortoise Investment Management, LLC	3.57K	Sep 30, 26	+11	0.01%
Values Added Financial LLC	3.42K	Sep 30, 26	-242	0.01%
StoneX Group Inc.	3.33K	Sep 30, 26	+3.33K	0.01%
Financial Freedom, LLC	3.25K	Sep 30, 26	+3.25K	0.01%
Mitsubishi UFJ Asset Management (UK) Ltd.	3.20K	Sep 30, 26	-1.90K	0.00%
Bangor Savings Bank	3.17K	Sep 30, 26	--	0.00%
AlphaCore Capital LLC	2.73K	Sep 30, 26	--	0.00%
Biltmore Family Office, LLC	2.31K	Sep 30, 26	--	0.00%
IFP Advisors, Inc	2.13K	Sep 30, 26	-14.24K	0.00%
Asset Dedication, LLC	2.00K	Sep 30, 26	--	0.00%
TD Waterhouse Canada Inc.	1.91K	Sep 30, 26	-27.11K	0.00%
MARYLAND CAPITAL ADVISORS INC.	1.74K	Sep 30, 26	--	0.00%
OLD SECOND NATIONAL BANK OF AURORA	1.54K	Sep 30, 26	-90	0.00%
Blue Trust, Inc.	1.36K	Sep 30, 26	+1.36K	0.00%
Edgemoor Investment Advisors, Inc.	1.35K	Sep 30, 26	+1.35K	0.00%
Financial Perspectives, Inc	1.34K	Sep 30, 26	+10	0.00%
ATLAS CAPITAL ADVISORS INC.	1.27K	Sep 30, 26	-427	0.00%
TD PRIVATE CLIENT WEALTH LLC	1.21K	Sep 30, 26	+40	0.00%
HARBOUR INVESTMENTS, INC.	1.18K	Sep 30, 26	-28	0.00%
Latitude Advisors, LLC	1.13K	Sep 30, 26	+1.13K	0.00%
Meramec Financial Planners, LLC	1.10K	Sep 30, 26	+525	0.00%
FIRST HORIZON CORP	928	Sep 30, 26	--	0.00%
Fairscale Capital, LLC	906	Sep 30, 26	--	0.00%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	900	Sep 30, 26	--	0.00%
UMB Bank, n.a.	900	Sep 30, 26	--	0.00%
PlanVest Financial, Inc	858	Sep 30, 26	--	0.00%
CENTRAL TRUST Co	807	Sep 30, 26	+91	0.00%
Cape Investment Advisory, Inc.	736	Sep 30, 26	+4	0.00%
Archer Investment Corp	692	Sep 30, 26	--	0.00%
SIGNATUREFD, LLC	644	Sep 30, 26	+1	0.00%
PRIVATE TRUST CO NA	593	Sep 30, 26	--	0.00%
BESSEMER GROUP INC	583	Sep 30, 26	+583	0.00%
Larson Financial Group LLC	546	Sep 30, 26	+357	0.00%
Smithfield Trust Co	521	Sep 30, 26	--	0.00%
Root Financial Partners, LLC	496	Sep 30, 26	+496	0.00%
Russell Investments Group, Ltd.	396	Sep 30, 26	-1.28K	0.00%
Colony Family Offices, LLC	362	Sep 30, 26	+362	0.00%
ARMSTRONG ADVISORY GROUP, INC	354	Sep 30, 26	+354	0.00%
Hilton Head Capital Partners, LLC	353	Sep 30, 26	+3	0.00%
SBK Financial, Inc.	348	Sep 30, 26	--	0.00%
Allspring Global Investments Holdings, LLC	335	Sep 30, 26	+273	0.00%
Investors Research Corp	331	Sep 30, 26	--	0.00%
ASSETMARK, INC	331	Sep 30, 26	+25	0.00%
CGC Financial Services, LLC	310	Sep 30, 26	--	0.00%
Hanson & Doremus Investment Management	300	Sep 30, 26	--	0.00%
Essential Partners LLC	296	Sep 30, 26	--	0.00%
Legacy Bridge, LLC	291	Sep 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	275	Sep 30, 26	--	0.00%
MADDEN SECURITIES Corp	256	Sep 30, 26	+256	0.00%
Catherine Avery Investment Management LLC	239	Sep 30, 26	--	0.00%
North Star Investment Management Corp.	219	Sep 30, 26	+1	0.00%
Abound Wealth Management	211	Sep 30, 26	+200	0.00%
TOMPKINS FINANCIAL CORP	210	Sep 30, 26	--	0.00%
CX Institutional	206	Sep 30, 26	+10	0.00%
Wealth Enhancement Trust Services, Inc.	200	Sep 30, 26	--	0.00%
LANARK FINANCIAL, INC.	197	Sep 30, 26	+97	0.00%
MATHER GROUP, LLC.	181	Sep 30, 26	--	0.00%
BROWN, LISLE/CUMMINGS, INC.	165	Sep 30, 26	--	0.00%
Capital Investment Advisory Services, LLC	159	Sep 30, 26	+1	0.00%
Independence Bank of Kentucky	151	Sep 30, 26	+151	0.00%
Ascentis Wealth Management, LLC	132	Sep 30, 26	+132	0.00%
Provenance Wealth Advisors, LLC	107	Sep 30, 26	+107	0.00%
Golden State Wealth Management, LLC	98	Sep 30, 26	--	0.00%
Cherry Tree Wealth Management, LLC	96	Sep 30, 26	+96	0.00%
High Note Wealth, LLC	96	Sep 30, 26	--	0.00%
James T. Borello RIA	94	Sep 30, 26	+94	0.00%
Strive Financial Group ,LLC	93	Sep 30, 26	--	0.00%
Downshift Financial, LLC	84	Sep 30, 26	+1	0.00%
Breakwater Investment Management	80	Sep 30, 26	--	0.00%
Salomon & Ludwin, LLC	58	Sep 30, 26	--	0.00%
MJT & Associates Financial Advisory Group, Inc.	48	Sep 30, 26	--	0.00%
Valued Wealth Advisors LLC	41	Sep 30, 26	--	0.00%
Nova Financial LLC	17	Sep 30, 26	+17	0.00%
Buck Wealth Strategies, LLC	9	Sep 30, 26	--	0.00%
MV CAPITAL MANAGEMENT, INC.	8	Sep 30, 26	--	0.00%
Bear Mountain Capital, Inc.	4	Sep 30, 26	--	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	4	Sep 30, 26	-1.16K	0.00%
Hughes Financial Services, LLC	2	Sep 30, 26	--	0.00%
Paladin Advisory Group, LLC	2	Sep 30, 26	--	0.00%
CITIGROUP INC	1	Sep 30, 26	-414	0.00%
CHILTON CAPITAL MANAGEMENT LLC	1	Sep 30, 26	+1	0.00%
Robinswood Financial LLC	--	Sep 30, 26	-480	--
Brooklyn FI, LLC	--	Sep 30, 26	-336	--
E6 Portfolios, LLC	--	Sep 30, 26	-3.05K	--
AdvisorNet Financial, Inc	--	Sep 30, 26	-861	--
Key FInancial Inc	--	Sep 30, 26	-2	--
SMI Advisory Services, LLC	--	Sep 30, 26	-377.63K	--
MCF Advisors LLC	--	Sep 30, 26	-118	--
IAG Wealth Partners, LLC	--	Sep 30, 26	-75	--
Veracity Capital LLC	--	Sep 30, 26	-3.04K	--
Y-Intercept (Hong Kong) Ltd	--	Sep 30, 26	-5.55K	--
BAILARD, INC.	--	Sep 30, 26	-3.24K	--
ANCHOR CAPITAL ADVISORS LLC	--	Sep 30, 26	-3.22K	--
Summit Wealth Group, LLC	--	Sep 30, 26	-1.11K	--
BEAM WEALTH ADVISORS, INC.	--	Sep 30, 26	-10.89K	--
Frontier Asset Management, LLC	--	Sep 30, 26	-28.09K	--
Symphony Financial, Ltd. Co.	--	Sep 30, 26	-2.99K	--
Realta Investment Advisors	--	Sep 30, 26	-107	--
Gimbal Financial	--	Sep 30, 26	-153.56K	--
PRICE T ROWE ASSOCIATES INC /MD/	4.80M	Jun 30, 26	+4.80M	7.40%
BlackRock, Inc.	4.61M	Jun 30, 26	+22.75K	7.10%
BANK OF AMERICA CORP /DE/	2.21M	Jun 30, 26	+1.62M	3.41%
GLENMEDE TRUST CO NA	1.94M	Jun 30, 26	-26.89K	2.99%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.92M	Jun 30, 26	+99.54K	2.96%
Cerity Partners LLC	940.27K	Jun 30, 26	+24.59K	1.45%
MORGAN STANLEY	852.21K	Jun 30, 26	-101.04K	1.31%
Corient Private Wealth LP	592.39K	Jun 30, 26	-26.20K	0.91%
HighTower Advisors, LLC	576.95K	Jun 30, 26	+18.14K	0.89%
Neuberger Berman Group LLC	376.31K	Jun 30, 26	+356.21K	0.58%
STEPHENS INC /AR/	356.38K	Jun 30, 26	-9.26K	0.55%
SUMITOMO LIFE INSURANCE CO	355.50K	Jun 30, 26	+105.80K	0.55%
Fi3 FINANCIAL ADVISORS, LLC	311.72K	Jun 30, 26	+298.62K	0.48%
FIDUCIENT ADVISORS LLC	306.91K	Jun 30, 26	+11.90K	0.47%
OSAIC HOLDINGS, INC.	292.65K	Jun 30, 26	+38.69K	0.45%
Stadion Money Management, LLC	279.25K	Jun 30, 26	-15.00K	0.43%
Pure Financial Advisors, LLC	278.50K	Jun 30, 26	+331	0.43%
CAPTRUST FINANCIAL ADVISORS	273.82K	Jun 30, 26	+215	0.42%
Rockbridge Investment Management, LCC	272.17K	Jun 30, 26	-14.30K	0.42%
UBS Group AG	269.73K	Jun 30, 26	-12.26K	0.42%
PGIM Custom Harvest LLC	259.28K	Jun 30, 26	-7.28K	0.40%
Cetera Investment Advisers	257.15K	Jun 30, 26	+68.00K	0.40%
GOLDMAN SACHS GROUP INC	243.42K	Jun 30, 26	+43.26K	0.38%
ROYAL BANK OF CANADA	173.30K	Jun 30, 26	-8.43K	0.27%
Smartleaf Asset Management LLC	171.70K	Jun 30, 26	--	0.26%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	170.63K	Jun 30, 26	+4.75K	0.26%
Focus Partners Wealth	164.29K	Jun 30, 26	+76.32K	0.25%
JPMORGAN CHASE & CO	162.21K	Jun 30, 26	-5.43K	0.25%
AMERIPRISE FINANCIAL INC	161.72K	Jun 30, 26	-60.74K	0.25%
ENVESTNET ASSET MANAGEMENT INC	155.02K	Jun 30, 26	-17.85K	0.24%
Rialto Wealth Management, LLC	116.23K	Jun 30, 26	+7.96K	0.18%
Legacy Financial Group LLC	109.47K	Jun 30, 26	-1.88K	0.17%
Mariner, LLC	108.53K	Jun 30, 26	-4.94K	0.17%
Rockefeller Capital Management L.P.	101.33K	Jun 30, 26	+26.53K	0.16%
JONES FINANCIAL COMPANIES LLLP	94.71K	Jun 30, 26	+9.59K	0.15%
COMMERCE BANK	75.70K	Jun 30, 26	+15.37K	0.12%
Naviter Wealth, LLC	70.35K	Jun 30, 26	+13.76K	0.11%
TWO SIGMA INVESTMENTS, LP	67.80K	Jun 30, 26	-646.00K	0.10%
WELLS FARGO & COMPANY/MN	64.16K	Jun 30, 26	-13.92K	0.10%
Waverly Advisors, LLC	63.07K	Jun 30, 26	+217	0.10%
Millington Financial Advisors, LLC	62.74K	Jun 30, 26	+3.10K	0.10%
NISSAY ASSET MANAGEMENT CORP /JAPAN	62.39K	Jun 30, 26	+62.39K	0.10%
RAYMOND JAMES FINANCIAL INC	61.57K	Jun 30, 26	-1.60K	0.09%
Arax Advisory Partners	57.30K	Jun 30, 26	+57.04K	0.09%
Roble, Belko & Company, Inc	56.49K	Jun 30, 26	+4.38K	0.09%
D. E. Shaw & Co., Inc.	54.30K	Jun 30, 26	+49.62K	0.08%
Stamos Capital Partners, L.P.	53.84K	Jun 30, 26	-3.62K	0.08%
ES4, LLC	49.01K	Jun 30, 26	--	0.08%
Pathstone Holdings, LLC	47.93K	Jun 30, 26	-226	0.07%
Modern Wealth Management, LLC	47.71K	Jun 30, 26	-7.46K	0.07%
MML INVESTORS SERVICES, LLC	46.36K	Jun 30, 26	+5.59K	0.07%
RENAISSANCE TECHNOLOGIES LLC	46.22K	Jun 30, 26	+46.22K	0.07%
WealthTrak Capital Management LLC	45.23K	Jun 30, 26	+815	0.07%
PROSPERITY BANCSHARES INC	40.91K	Jun 30, 26	+8.31K	0.06%
Focus Advisor Solutions, LLC	40.80K	Jun 30, 26	+6.75K	0.06%
Comprehensive Money Management Services LLC	38.42K	Jun 30, 26	+253	0.06%
WEALTH ALLIANCE, LLC	37.68K	Jun 30, 26	+20.06K	0.06%
Baird Financial Group, Inc.	36.56K	Jun 30, 26	+20.68K	0.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	34.00K	Jun 30, 26	-10.68K	0.05%
INTEGRATED WEALTHCARE, LLC	33.13K	Jun 30, 26	+789	0.05%
Zurcher Kantonalbank (Zurich Cantonalbank)	31.79K	Jun 30, 26	--	0.05%
CAHILL FINANCIAL ADVISORS INC	31.56K	Jun 30, 26	+11.10K	0.05%
Alpha Financial Partners LLC	30.56K	Jun 30, 26	-155	0.05%
STATE STREET CORP	30.50K	Jun 30, 26	+10.20K	0.05%
Principia Wealth Advisory, LLC	29.85K	Jun 30, 26	+2.44K	0.05%
CarsonAllaria Wealth Management, Ltd.	29.46K	Jun 30, 26	-758	0.05%
Arkadios Wealth Advisors	29.17K	Jun 30, 26	+2.49K	0.04%
IFG Advisory, LLC	28.60K	Jun 30, 26	+28.60K	0.04%
Forefront Wealth Partners, LLC	27.16K	Jun 30, 26	+14.04K	0.04%
Cascade Wealth Advisors, Inc	26.58K	Jun 30, 26	+2.69K	0.04%
49 WEALTH MANAGEMENT, LLC	25.51K	Jun 30, 26	+25.51K	0.04%
ALONGSIDE, LLC	25.51K	Jun 30, 26	+25.51K	0.04%
&PARTNERS	24.86K	Jun 30, 26	-8.38K	0.04%
Coastal Bridge Advisors, LLC	23.83K	Jun 30, 26	+5.59K	0.04%
MERCER GLOBAL ADVISORS INC /ADV	23.77K	Jun 30, 26	-1.04K	0.04%
Orion Porfolio Solutions, LLC	22.69K	Jun 30, 26	-912	0.03%
MONETA GROUP INVESTMENT ADVISORS LLC	22.66K	Jun 30, 26	-2.39K	0.03%
HOLLENCREST CAPITAL MANAGEMENT	21.56K	Jun 30, 26	-1.53K	0.03%
National Philanthropic Trust	21.56K	Jun 30, 26	-1.53K	0.03%
Quantinno Capital Management LP	20.02K	Jun 30, 26	-2.28K	0.03%
Tyche Wealth Partners LLC	19.79K	Jun 30, 26	-4.45K	0.03%
Geneos Wealth Management Inc.	18.60K	Jun 30, 26	+18.26K	0.03%
Ellenbecker Investment Group	18.59K	Jun 30, 26	-1.13K	0.03%
Integrated Wealth Concepts LLC	18.59K	Jun 30, 26	+13.40K	0.03%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	17.75K	Jun 30, 26	+4	0.03%
Wealthspire Retirement, LLC	17.38K	Jun 30, 26	+4.17K	0.03%
Thompson David Blair	17.38K	Jun 30, 26	+13.48K	0.03%
Aureus Asset Management, LLC	16.43K	Jun 30, 26	-1.31K	0.03%
Integrated Investment Consultants, LLC	15.97K	Jun 30, 26	--	0.02%
Strategic Financial Planning, Inc.	15.83K	Jun 30, 26	+15.83K	0.02%
AQR CAPITAL MANAGEMENT LLC	15.43K	Jun 30, 26	+899	0.02%
FMR LLC	14.41K	Jun 30, 26	+823	0.02%
STIFEL FINANCIAL CORP	13.45K	Jun 30, 26	-22	0.02%
AE Wealth Management LLC	13.16K	Jun 30, 26	-356	0.02%
BROWN ADVISORY INC	13.02K	Jun 30, 26	--	0.02%
Gladstone Institutional Advisory LLC	12.62K	Jun 30, 26	-12.56K	0.02%
WealthCollab, LLC	12.13K	Jun 30, 26	--	0.02%
Banque Cantonale Vaudoise	12.06K	Jun 30, 26	-69	0.02%
NewEdge Advisors, LLC	11.82K	Jun 30, 26	+3.50K	0.02%
SUMMITPOINT CAPITAL MANAGEMENT	11.15K	Jun 30, 26	+4.23K	0.02%
PRINCIPAL SECURITIES, INC.	11.08K	Jun 30, 26	-12	0.02%
1832 Asset Management L.P.	11.02K	Jun 30, 26	+700	0.02%
Point72 Asset Management, L.P.	10.73K	Jun 30, 26	+10.73K	0.02%
EP Wealth Advisors, LLC	10.32K	Jun 30, 26	-1.25K	0.02%
MAI Capital Management	10.01K	Jun 30, 26	+6.03K	0.02%
Parkwoods Wealth Partners, LLC	9.98K	Jun 30, 26	+1.76K	0.02%
Wealthspire Advisors, LLC	9.46K	Jun 30, 26	--	0.01%
Private Advisor Group, LLC	9.21K	Jun 30, 26	+9.21K	0.01%
CARY STREET PARTNERS FINANCIAL LLC	8.49K	Jun 30, 26	-28	0.01%
Betterment LLC	8.29K	Jun 30, 26	+279	0.01%
PRAIRIEVIEW WEALTH PARTNERS, LLC	8.24K	Jun 30, 26	-208	0.01%
NWAM LLC	8.21K	Jun 30, 26	+2.67K	0.01%
WESTBOURNE INVESTMENTS, INC.	8.05K	Jun 30, 26	-1.61K	0.01%
IEQ CAPITAL, LLC	8.05K	Jun 30, 26	--	0.01%
Mutual Advisors, LLC	7.99K	Jun 30, 26	-395	0.01%
FourThought Financial Partners, LLC	7.78K	Jun 30, 26	-650	0.01%
Sanctuary Advisors, LLC	7.73K	Jun 30, 26	-193	0.01%
ALLSTATE CORP	7.71K	Jun 30, 26	+2.77K	0.01%
Cresset Asset Management, LLC	7.40K	Jun 30, 26	+7.40K	0.01%
Composition Wealth, LLC	7.38K	Jun 30, 26	--	0.01%
Janney Montgomery Scott LLC	6.80K	Jun 30, 26	-752	0.01%
JOHNSON INVESTMENT COUNSEL INC	6.73K	Jun 30, 26	+495	0.01%
VERITY Wealth Advisors	6.00K	Jun 30, 26	--	0.01%
KLINGENSTEIN FIELDS & CO LP	5.87K	Jun 30, 26	--	0.01%
OneAscent Financial Services LLC	5.46K	Jun 30, 26	-450	0.01%
Hexagon Capital Partners LLC	4.99K	Jun 30, 26	-1.42K	0.01%
Tidemark, LLC	4.93K	Jun 30, 26	-1.22K	0.01%
GWN SECURITIES INC.	4.58K	Jun 30, 26	+256	0.01%
NewEdge Wealth, LLC	4.15K	Jun 30, 26	+233	0.01%
Capstone Financial Advisors, Inc.	4.15K	Jun 30, 26	+23	0.01%
Global Retirement Partners, LLC	4.13K	Jun 30, 26	+4.13K	0.01%
HORAN Wealth, LLC	4.09K	Jun 30, 26	+195	0.01%
Sequoia Financial Advisors, LLC	4.09K	Jun 30, 26	+11	0.01%
CARDIFF PARK ADVISORS, LLC	4.05K	Jun 30, 26	+73	0.01%
Jackson, Grant Investment Advisers, Inc.	4.02K	Jun 30, 26	+3	0.01%
Olde Wealth Management, LLC	4.01K	Jun 30, 26	+414	0.01%
Goodwin Investment Advisory	3.92K	Jun 30, 26	-1	0.01%
Roundview Capital LLC	3.60K	Jun 30, 26	--	0.01%
Capital Analysts, LLC	3.58K	Jun 30, 26	+514	0.01%
Westfuller Advisors, LLC	3.54K	Jun 30, 26	+20	0.01%
LGL PARTNERS, LLC	3.45K	Jun 30, 26	+19	0.01%
Trivium Point Advisory, LLC	3.38K	Jun 30, 26	+3.38K	0.01%
DV Trading LLC	3.30K	Jun 30, 26	+3.30K	0.01%
Advisory Alpha, LLC	3.29K	Jun 30, 26	+3.29K	0.01%
CIBC Bancorp USA Inc.	3.20K	Jun 30, 26	+3.20K	0.00%
Members Trust Co	3.12K	Jun 30, 26	+3.12K	0.00%
Vawter Financial, Ltd.	3.09K	Jun 30, 26	+3.09K	0.00%
Qube Research & Technologies Ltd	2.99K	Jun 30, 26	+2.99K	0.00%
ATLAS CAPITAL ADVISORS INC.	1.70K	Jun 30, 26	+1.70K	0.00%
Aptus Capital Advisors, LLC	1.65K	Jun 30, 26	-602	0.00%
Steigerwald, Gordon & Koch Inc.	1.55K	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	1.47K	Jun 30, 26	+830	0.00%
RAFFA WEALTH MANAGEMENT, LLC	1.39K	Jun 30, 26	+8	0.00%
Copia Wealth Management	1.25K	Jun 30, 26	--	0.00%
Federation des caisses Desjardins du Quebec	1.24K	Jun 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	1.20K	Jun 30, 26	+27	0.00%
PlanVest Financial, Inc	858	Jun 30, 26	--	0.00%
SHP Wealth Management	823	Jun 30, 26	+5	0.00%
Synergy Investment Management, LLC	809	Jun 30, 26	+1	0.00%
Steward Partners Investment Advisory, LLC	742	Jun 30, 26	+208	0.00%
GeoWealth Management, LLC	738	Jun 30, 26	+738	0.00%
BROWN BROTHERS HARRIMAN & CO	709	Jun 30, 26	--	0.00%
Gunpowder Capital Management, LLC dba Oliver Wealth Management	661	Jun 30, 26	--	0.00%
Meramec Financial Planners, LLC	579	Jun 30, 26	+579	0.00%
Smithfield Trust Co	521	Jun 30, 26	--	0.00%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	484	Jun 30, 26	-126	0.00%
Continuum Advisory, LLC	372	Jun 30, 26	+372	0.00%
Truvestments Capital LLC	353	Jun 30, 26	--	0.00%
Miller Capital Partners, Inc.	350	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	314	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	275	Jun 30, 26	+44	0.00%
Colonial Trust Co / SC	237	Jun 30, 26	--	0.00%
Vanguard National Trust Co	209	Jun 30, 26	--	0.00%
Caitlin John, LLC	139	Jun 30, 26	+139	0.00%
Godfrey Financial Associates, Inc.	106	Jun 30, 26	--	0.00%
Ancora Advisors LLC	100	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	90	Jun 30, 26	+90	0.00%
Oakmont Advisory Group, LLC	84	Jun 30, 26	+84	0.00%
Index Technologies Group LLC	82	Jun 30, 26	+82	0.00%
Quantum Portfolio Management LLC	82	Jun 30, 26	+82	0.00%
Strategic Wealth Partners, Ltd.	49	Jun 30, 26	--	0.00%
Glen Eagle Advisors, LLC	47	Jun 30, 26	-48	0.00%
Paladin Advisory Group, LLC	2	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-12.62K	--
Western Wealth Management, LLC	--	Jun 30, 26	-1.09K	--
NATIONAL BANK OF CANADA /FI/	--	Jun 30, 26	-22.80K	--
Advisory Services Network, LLC	--	Jun 30, 26	-2.89K	--
Stratos Wealth Partners, LTD.	--	Jun 30, 26	-3.89K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-13.13K	--
BNP PARIBAS FINANCIAL MARKETS	--	Jun 30, 26	-10	--
Equitable Holdings, Inc.	--	Jun 30, 26	-51.10K	--
Navalign, LLC	--	Jun 30, 26	-10.66K	--
TD Capital Management LLC	--	Jun 30, 26	-696	--
Pacific Life Fund Advisors LLC	--	Jun 30, 26	-223.46K	--
U.S. Capital Wealth Advisors, LLC	56.87K	Mar 31, 26	+876	0.09%
EXENCIAL WEALTH ADVISORS, LLC	21.82K	Mar 31, 26	-1.39K	0.03%
Sunbelt Securities, Inc.	3.47K	Mar 31, 26	-7.75K	0.01%
CWM, LLC	814	Mar 31, 26	+160	0.00%
Heritage Financial Services, LLC	867.70K	Dec 31, 25	+89.35K	1.34%
COMERICA BANK	17.17K	Dec 31, 25	+5.65K	0.03%
CIBC Private Wealth Group LLC	2.75K	Dec 31, 25	-229	0.00%
Covenant Partners, LLC	592	Dec 31, 25	+33	0.00%
Glenmede Investment Management, LP	1.67M	Sep 30, 25	+76.50K	2.58%
Bristlecone Advisors, LLC	5.00K	Sep 30, 25	--	0.01%
Lowe Wealth Advisors, LLC	798	Sep 30, 25	--	0.00%
Pineridge Advisors LLC	76	Sep 30, 25	--	0.00%
Congress Wealth Management LLC / DE /	71.84K	Jun 30, 25	-7.12K	0.11%
Better Money Decisions, LLC	43.26K	Jun 30, 25	+1.75K	0.07%
AVANTAX ADVISORY SERVICES, INC.	7.89K	Jun 30, 25	-5.39K	0.01%
Horan Securities, Inc.	3.89K	Jun 30, 25	+301	0.01%
Atria Wealth Solutions, Inc.	3.57K	Jun 30, 25	-6.42K	0.01%
Iron Horse Wealth Management, LLC	158	Jun 30, 25	-8	0.00%
Legacy Investment Solutions, LLC	7	Jun 30, 25	+7	0.00%
Orion Portfolio Solutions, LLC	23.72K	Mar 31, 25	-421	0.04%
Spectrum Wealth Counsel, LLC	6.60K	Mar 31, 25	--	0.01%
Sheaff Brock Investment Advisors, LLC	4.60K	Mar 31, 25	-500	0.01%
CAROLINAS WEALTH CONSULTING LLC	887	Mar 31, 25	+95	0.00%
Tallon Kerry Patrick	31.27K	Dec 31, 24	+31.27K	0.05%
Edge Capital Group, LLC	13.23K	Dec 31, 24	+13.23K	0.02%
Executive Wealth Management, LLC	3.54K	Dec 31, 24	-90.22K	0.01%
Sanctuary Wealth Management, L.L.C.	808	Dec 31, 24	--	0.00%
Bray Capital Advisors	305	Dec 31, 24	--	0.00%
Merriman Wealth Management, LLC	--	Dec 31, 24	-109.02K	--
Raymond James Financial Services Advisors, Inc.	138.52K	Sep 30, 24	+94.20K	0.21%
RAYMOND JAMES & ASSOCIATES	122.15K	Sep 30, 24	+2.45K	0.19%
CIC Wealth, LLC	108.03K	Sep 30, 24	+2.68K	0.17%
Source Financial Advisors LLC	26.67K	Sep 30, 24	+17	0.04%
BlackRock Inc.	2.92M	Jun 30, 24	+239.16K	4.50%
Vantage Financial Partners Ltd., Inc.	196.09K	Jun 30, 24	+111.23K	0.30%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	11.69K	Jun 30, 24	-25	0.02%
BUCKINGHAM STRATEGIC WEALTH, LLC	4.32K	Jun 30, 24	+14	0.01%
Private Ocean, LLC	3.84K	Jun 30, 24	--	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	3.31K	Jun 30, 24	-305	0.01%
Relative Value Partners Group, LLC	--	Jun 30, 24	-10.12K	--
Charles Schwab Investment Advisory, Inc.	2.60M	Mar 31, 24	-91.09K	4.00%
Cetera Advisor Networks LLC	32.10K	Mar 31, 24	+17.92K	0.05%
Cetera Advisors LLC	15.24K	Mar 31, 24	+1.47K	0.02%
Retirement Group, LLC	--	Mar 31, 24	-25	--
StrategIQ Financial Group, LLC	70.36K	Dec 31, 23	-3.70K	0.11%
TELEMUS CAPITAL, LLC	30.39K	Dec 31, 23	-2.67K	0.05%
WADE G W & INC	9.58K	Dec 31, 23	-300	0.01%
Simplicity Solutions, LLC	6.99K	Dec 31, 23	+21	0.01%
Bartlett & Co. LLC	427	Dec 31, 23	-20	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	8.82K	Sep 30, 23	-374	0.01%
PATHSTONE FAMILY OFFICE, LLC	7.79K	Sep 30, 23	+290	0.01%
COLONY GROUP LLC	7.43K	Sep 30, 23	-194	0.01%
DESTINY CAPITAL SECURITIES CORPORATION	4.38K	Sep 30, 23	+4.38K	0.01%
Johnson Midwest Financial, LLC	912	Sep 30, 23	--	0.00%
Kalos Management, Inc.	--	Jun 30, 23	-126	--
AJ WEALTH STRATEGIES, LLC	--	Jun 30, 23	-11.21K	--
Barber Financial Group, Inc.	121.03K	Mar 31, 23	-22.51K	0.19%
ZEKE CAPITAL ADVISORS, LLC	8.50K	Dec 31, 22	+8.50K	0.01%
Foresight Wealth Management, LLC	5.53K	Dec 31, 22	-52.51K	0.01%
Hotaling Investment Management, LLC	4.80K	Dec 31, 22	+4.80K	0.01%
TRUSTCORE FINANCIAL SERVICES, LLC	--	Dec 31, 22	-99	--
McCutchen Group LLC	744.47K	Sep 30, 22	-24.84K	1.15%
Highland Private Wealth Management	344.58K	Sep 30, 22	+6.53K	0.53%
Bowling Portfolio Management LLC	40.29K	Sep 30, 22	-1.65K	0.06%
55I, LLC	14.66K	Sep 30, 22	+700	0.02%
FourThought Financial, LLC	6.06K	Sep 30, 22	-5.97K	0.01%
MUFG Americas Holdings Corp	1.30K	Sep 30, 22	--	0.00%
American Portfolios Advisors	521	Sep 30, 22	+521	0.00%
American Research & Management Co.	400	Sep 30, 22	--	0.00%
Strategic Asset Management, LLC	136	Sep 30, 22	+1	0.00%
ACG Wealth	--	Sep 30, 22	-325	--
Cordasco Financial Network	14.38K	Jun 30, 22	-1.04K	0.02%
KerberRose Wealth Management, LLC	9.15K	Jun 30, 22	+9.15K	0.01%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	90.49K	Mar 31, 22	+14.93K	0.14%
IndexIQ Advisors LLC	10.54K	Mar 31, 22	+10.00K	0.02%
SVB Investment Services Inc.	7.21K	Mar 31, 22	+1	0.01%
Nauset Wealth Management. LLC	1.26K	Mar 31, 22	+1.26K	0.00%
Hayden Royal, LLC	5.40K	Dec 31, 21	-25	0.01%
NEXT Financial Group, Inc	--	Dec 31, 21	-2.69K	--
Cardan Capital Partners, LLC	152.33K	Sep 30, 21	+2.73K	0.23%
MANAGED ACCOUNT SERVICES INC	16.58K	Sep 30, 21	-759	0.03%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	5.26K	Sep 30, 21	+5.26K	0.01%
Psagot Value Holdings Ltd.	4.68K	Sep 30, 21	--	0.01%
FormulaFolio Investments, LLC	16.36K	Jun 30, 21	-384	0.03%
Pinnacle Advisory Group, Inc.	20.71K	Mar 31, 21	+8.57K	0.03%
CornerStone Partners LLC	305.35K	Sep 30, 20	+109.72K	0.47%
LifePlan Financial Group, Inc	--	Sep 30, 20	-17.26K	--
Watson Rebecca	--	Sep 30, 20	-2.69K	--
BRINKER CAPITAL INC	12.39K	Jun 30, 20	-1.99K	0.02%
JOYN Advisors, Inc.	455.40K	Mar 31, 20	-19.94K	0.70%
Squar Milner Financial Services LLC	764	Mar 31, 20	+444	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	90.95K	Dec 31, 19	-2.47K	0.14%
Advisor Group, Inc.	23.55K	Dec 31, 19	+423	0.04%
American Financial Network Advisory Services LLC	6.27K	Sep 30, 19	+6.27K	0.01%
BB&T SECURITIES, LLC	6.04K	Sep 30, 19	+1.12K	0.01%
HL FINANCIAL SERVICES LLC	28.34K	Mar 31, 19	+3.48K	0.04%
Sapphire Star Partners LP	9.89K	Dec 31, 18	+185	0.02%
Visionary Asset Management, Inc.	--	Dec 31, 18	-7.92K	--
Allegis Investment Advisors, LLC	11.45K	Mar 31, 18	-1.77K	0.02%
WealthShield, LLC	1.62K	Dec 31, 17	+1.62K	0.00%
Commonwealth Equity Services, Inc	44.48K	Jun 30, 17	+7.60K	0.07%
MSI Financial Services Inc	6.09K	Dec 31, 16	+1.07K	0.01%
SOCIETE GENERALE	28.19K	Jun 30, 16	+28.19K	0.04%
ATHERTON LANE ADVISERS, LLC	6.07K	Dec 31, 15	-240	0.01%
UBS AG	11.59K	Sep 30, 14	-21.04K	0.02%
First Allied Securities, Inc.	125	Jun 30, 12	--	0.00%
Stifel Independent Advisors, LLC	6.49K	Mar 31, 11	+6.49K	0.01%