Vanguard Core Bond ETF(VCRB)

$74.76—Stale · unknown old

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Vanguard Core Bond ETF(VCRB)

NASDAQ • Last print unknown ago

$74.76—Stale · unknown old

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VCRB(VCRB)

VCRB

Institutional Ownership

Top 340 Institutional Holders

Holder	Shares	Date	Change	% Held
HBK Sorce Advisory LLC	11.34M	Jun 30, 26	+292.17K	21.90%
SIGNATUREFD, LLC	5.73M	Jun 30, 26	+281.14K	11.06%
Advance Capital Management, Inc.	3.85M	Jun 30, 26	+132.82K	7.44%
Bank of New York Mellon Corp	3.39M	Jun 30, 26	-52.45K	6.55%
BANK OF AMERICA CORP /DE/	2.92M	Jun 30, 26	+492.99K	5.64%
FORVIS Wealth Advisors, LLC	2.35M	Jun 30, 26	+294.41K	4.53%
NEPC LLC	2.30M	Jun 30, 26	-32.50K	4.44%
Martel Wealth Advisors Inc	1.67M	Jun 30, 26	+91.83K	3.23%
ASSETMARK, INC	1.57M	Jun 30, 26	+189.84K	3.04%
Diversified Portfolios, Inc.	1.37M	Jun 30, 26	+179.94K	2.65%
LPL Financial LLC	1.30M	Jun 30, 26	+233.35K	2.51%
Smith & Howard Wealth Management, LLC	1.14M	Jun 30, 26	+49.68K	2.20%
Financial Engines Advisors L.L.C.	1.08M	Jun 30, 26	+98.22K	2.09%
Verum Partners LLC	1.07M	Jun 30, 26	+662.83K	2.06%
BLB&B Advisors, LLC	1.06M	Jun 30, 26	+107.75K	2.05%
ALERUS FINANCIAL NA	961.92K	Jun 30, 26	+13.14K	1.86%
ORRSTOWN FINANCIAL SERVICES INC	894.66K	Jun 30, 26	+10.94K	1.73%
Heartland Bank & Trust Co	838.37K	Jun 30, 26	+14.72K	1.62%
Brinker Capital Investments, LLC	770.28K	Jun 30, 26	-121.56K	1.49%
Zhang Financial LLC	727.20K	Jun 30, 26	+201.84K	1.40%
Magnolia Wealth Management, LLC	716.77K	Jun 30, 26	+73.57K	1.38%
ENVESTNET ASSET MANAGEMENT INC	691.67K	Jun 30, 26	+63.66K	1.34%
BOK Financial Private Wealth, Inc.	655.90K	Jun 30, 26	+45.23K	1.27%
New England Capital Financial Advisors LLC	632.97K	Jun 30, 26	+42.09K	1.22%
WELLS FARGO & COMPANY/MN	594.90K	Jun 30, 26	+341.85K	1.15%
Tilson Financial Group, Inc.	585.54K	Jun 30, 26	+25.78K	1.13%
Envestnet Portfolio Solutions, Inc.	553.91K	Jun 30, 26	+19.48K	1.07%
TCG Advisory Services, LLC	552.09K	Jun 30, 26	+38.88K	1.07%
Essex LLC	545.39K	Jun 30, 26	+81.35K	1.05%
Mills Wealth Advisors LLC	513.60K	Jun 30, 26	+57.90K	0.99%
Tull Financial Group, Inc.	503.15K	Jun 30, 26	+21.10K	0.97%
EVOLVE PRIVATE WEALTH, LLC	499.98K	Jun 30, 26	+33.10K	0.97%
SJS Investment Consulting Inc.	484.45K	Jun 30, 26	+47.24K	0.94%
First Citizens Asset Management, Inc.	464.66K	Jun 30, 26	+9.40K	0.90%
Rise Advisors, LLC	459.80K	Jun 30, 26	+158.36K	0.89%
Alaethes Wealth LLC	452.68K	Jun 30, 26	+39.57K	0.87%
Leonard Rickey Investment Advisors P.L.L.C.	438.60K	Jun 30, 26	+57.79K	0.85%
COMMONWEALTH EQUITY SERVICES, LLC	431.36K	Jun 30, 26	+53.59K	0.83%
Mariner, LLC	423.55K	Jun 30, 26	+63.92K	0.82%
Boston Standard Wealth Management, LLC	421.19K	Jun 30, 26	+271.49K	0.81%
AMI INVESTMENT MANAGEMENT INC	420.56K	Jun 30, 26	-4.00K	0.81%
Schoolcraft Capital LLC	417.28K	Jun 30, 26	+11.89K	0.81%
Momentous Wealth Management, Inc.	402.95K	Jun 30, 26	+22.88K	0.78%
Investment Planning Advisors, Inc.	402.41K	Jun 30, 26	+37.33K	0.78%
Quantum Financial Planning Services, Inc.	387.78K	Jun 30, 26	+18.73K	0.75%
SoundView Advisors Inc.	384.23K	Jun 30, 26	+3.77K	0.74%
BCR Wealth Strategies, LLC	381.88K	Jun 30, 26	+38.80K	0.74%
TFO-TDC, LLC	376.92K	Jun 30, 26	+236.44K	0.73%
Burton Enright Welch	370.54K	Jun 30, 26	+77.84K	0.72%
Mallini Complete Financial Planning LLC	370.32K	Jun 30, 26	+370.32K	0.72%
Gross & Hartman Investments LLC	359.18K	Jun 30, 26	+90.87K	0.69%
NewEdge Wealth, LLC	348.72K	Jun 30, 26	-2.13K	0.67%
Cornerstone Wealth Group, LLC	342.83K	Jun 30, 26	+10.11K	0.66%
RESOLUTE CAPITAL, LLC	334.46K	Jun 30, 26	-4.71K	0.65%
CGN Advisors LLC	334.26K	Jun 30, 26	+13.57K	0.65%
SVB WEALTH LLC	333.95K	Jun 30, 26	+10.74K	0.64%
BCGM Wealth Management, LLC	329.43K	Jun 30, 26	+329.43K	0.64%
San Luis Wealth Advisors LLC	317.38K	Jun 30, 26	+30.69K	0.61%
D'Orazio & Associates, Inc.	307.97K	Jun 30, 26	+63.32K	0.59%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	300.43K	Jun 30, 26	+14.95K	0.58%
Acropolis Investment Management, LLC	298.17K	Jun 30, 26	+8.30K	0.58%
Central Pacific Bank - Trust Division	282.57K	Jun 30, 26	+94.96K	0.55%
Crusonia Wealth Advisors LLC	280.49K	Jun 30, 26	+34.29K	0.54%
NorthLanding Financial Partners, LLC	279.08K	Jun 30, 26	+3.91K	0.54%
PENNEY FINANCIAL, LLC	259.87K	Jun 30, 26	+167.95K	0.50%
Blume Capital Management, Inc.	250.05K	Jun 30, 26	+18.20K	0.48%
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	248.16K	Jun 30, 26	+23.98K	0.48%
SCOTIA CAPITAL INC.	243.34K	Jun 30, 26	+3.24K	0.47%
Safe Harbor Family Capital, LLC	241.04K	Jun 30, 26	+45.22K	0.47%
ROYAL BANK OF CANADA	239.83K	Jun 30, 26	+70.65K	0.46%
Lansing Street Advisors	234.98K	Jun 30, 26	-22.32K	0.45%
Conservest Capital Advisors, Inc.	224.67K	Jun 30, 26	+15.59K	0.43%
Baird Financial Group, Inc.	220.93K	Jun 30, 26	+220.93K	0.43%
Centric Wealth Management	220.11K	Jun 30, 26	+220.11K	0.43%
Chicago Partners Investment Group LLC	215.67K	Jun 30, 26	+41.63K	0.42%
Foundations Investment Advisors, LLC	213.18K	Jun 30, 26	-38.15K	0.41%
Wolff Financial Management LLC	211.20K	Jun 30, 26	+21.31K	0.41%
Compton Wealth Advisory Group, LLC	205.82K	Jun 30, 26	+17.48K	0.40%
NewEdge Advisors, LLC	200.75K	Jun 30, 26	+67.51K	0.39%
HighTower Advisors, LLC	195.31K	Jun 30, 26	+3.57K	0.38%
ShankerValleau Wealth Advisors, Inc.	192.79K	Jun 30, 26	+10.76K	0.37%
Souders Financial Advisors	183.26K	Jun 30, 26	+183.26K	0.35%
Financial Network Wealth Management LLC	182.51K	Jun 30, 26	+9.77K	0.35%
Barry Investment Advisors, LLC	180.91K	Jun 30, 26	+40.18K	0.35%
Private Advisor Group, LLC	171.63K	Jun 30, 26	+6.94K	0.33%
INVENIO WEALTH PARTNERS LLC	167.38K	Jun 30, 26	+3.74K	0.32%
CFO4Life Group, LLC	165.82K	Jun 30, 26	-46	0.32%
Madrid Wealth Management, LLC	160.16K	Jun 30, 26	+27.61K	0.31%
Timmons Wealth Management, LLC	159.83K	Jun 30, 26	+159.83K	0.31%
MML INVESTORS SERVICES, LLC	153.52K	Jun 30, 26	+51.24K	0.30%
MISSION WEALTH MANAGEMENT, LP	151.56K	Jun 30, 26	+47.19K	0.29%
AJ Advisors, LLC	148.58K	Jun 30, 26	+5.83K	0.29%
PRINCIPAL SECURITIES, INC.	147.37K	Jun 30, 26	+12.37K	0.28%
Main Line Retirement Advisors, LLC	143.08K	Jun 30, 26	+48.35K	0.28%
WILEY BROS.-AINTREE CAPITAL, LLC	142.35K	Jun 30, 26	+138.47K	0.27%
Cambridge Investment Research Advisors, Inc.	139.92K	Jun 30, 26	+41.57K	0.27%
Strategic Family Wealth Counselors, L.L.C.	137.85K	Jun 30, 26	+10.34K	0.27%
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC	127.30K	Jun 30, 26	+6.91K	0.25%
Gutierrez Wealth Advisory, LLC	125.79K	Jun 30, 26	+1.06K	0.24%
CreativeOne Wealth, LLC	119.14K	Jun 30, 26	-2.61K	0.23%
GEN Financial Management, INC.	118.70K	Jun 30, 26	+10.20K	0.23%
Tandem Investment Partners LLC	111.46K	Jun 30, 26	+7.39K	0.22%
TD Capital Management LLC	111.12K	Jun 30, 26	+79.39K	0.21%
Kaizen Financial Strategies	111.04K	Jun 30, 26	-16.01K	0.21%
Galvin, Gaustad & Stein, LLC	109.84K	Jun 30, 26	+24.84K	0.21%
Mendota Financial Group, LLC	108.70K	Jun 30, 26	+53.26K	0.21%
BankPlus Wealth Management LLC	104.34K	Jun 30, 26	+104.34K	0.20%
GRAND WEALTH MANAGEMENT, LLC	104.01K	Jun 30, 26	+12.55K	0.20%
Hofer & Associates. Inc	100.51K	Jun 30, 26	+4.79K	0.19%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	98.71K	Jun 30, 26	-80.16K	0.19%
BOSTON FAMILY OFFICE LLC	97.05K	Jun 30, 26	+7.62K	0.19%
Englebert Financial Advisers, LLC	96.93K	Jun 30, 26	-598	0.19%
ADVISOR GROUP HOLDINGS, INC.	96.79K	Jun 30, 26	+61.73K	0.19%
FIDUCIARY FINANCIAL ADVISORS	96.35K	Jun 30, 26	+52.94K	0.19%
Kings Path Partners LLC	94.81K	Jun 30, 26	+10.70K	0.18%
XY Planning Network, Inc.	94.46K	Jun 30, 26	+94.46K	0.18%
Addison Advisors LLC	87.74K	Jun 30, 26	-88.73K	0.17%
THRIVENT FINANCIAL FOR LUTHERANS	84.77K	Jun 30, 26	+84.77K	0.16%
Breakwater Investment Management	82.47K	Jun 30, 26	-2.63K	0.16%
Pinion Investment Advisors, LLC	81.63K	Jun 30, 26	-3.14K	0.16%
Enclave Advisors LLC	78.49K	Jun 30, 26	+30.64K	0.15%
OMNI 360 Wealth, Inc.	75.74K	Jun 30, 26	+5.41K	0.15%
Buckingham Strategic Partners	75.74K	Jun 30, 26	+5.41K	0.15%
RAYMOND JAMES FINANCIAL INC	72.94K	Jun 30, 26	+56.21K	0.14%
Bogart Wealth, LLC	71.34K	Jun 30, 26	+5.78K	0.14%
Coppell Advisory Solutions LLC	69.63K	Jun 30, 26	+69.63K	0.13%
GatePass Capital, LLC	67.98K	Jun 30, 26	+15.10K	0.13%
Plancorp, LLC	66.48K	Jun 30, 26	+38.28K	0.13%
AXXCESS WEALTH MANAGEMENT, LLC	65.88K	Jun 30, 26	+65.88K	0.13%
Echo45 Advisors LLC	63.63K	Jun 30, 26	+5.01K	0.12%
55 North Private Wealth, LLC	63.01K	Jun 30, 26	+11.86K	0.12%
Nicholas Hoffman & Company, LLC.	61.74K	Jun 30, 26	+10.07K	0.12%
Greenwich Wealth Management LLC	61.64K	Jun 30, 26	-12.18K	0.12%
Cerity Partners LLC	60.02K	Jun 30, 26	+3.24K	0.12%
PNC FINANCIAL SERVICES GROUP, INC.	59.05K	Jun 30, 26	+53.92K	0.11%
Linscomb & Williams, Inc.	57.97K	Jun 30, 26	+51.55K	0.11%
BENJAMIN EDWARDS INC	57.88K	Jun 30, 26	+82	0.11%
Colony Group, LLC	54.41K	Jun 30, 26	+39.03K	0.11%
Emergent Wealth Advisors, LLC	53.89K	Jun 30, 26	+5.18K	0.10%
PROSPERITY BANCSHARES INC	53.56K	Jun 30, 26	+6.50K	0.10%
Savvy Advisors, Inc.	52.63K	Jun 30, 26	-5.45K	0.10%
Ethos Financial Group, LLC	51.20K	Jun 30, 26	+2.67K	0.10%
Quadrature Capital Ltd	49.25K	Jun 30, 26	+49.25K	0.10%
Cypress Point Wealth Management, LLC	47.75K	Jun 30, 26	+47.75K	0.09%
Integrated Wealth Concepts LLC	47.70K	Jun 30, 26	+42.38K	0.09%
Lynx Investment Advisory	47.00K	Jun 30, 26	+2.17K	0.09%
HTG Investment Advisors, Inc.	46.00K	Jun 30, 26	+46.00K	0.09%
Keystone Financial Group	44.63K	Jun 30, 26	+18.96K	0.09%
Elite Life Management LLC	43.79K	Jun 30, 26	+1.93K	0.08%
Steffes Financial, Ltd.	43.66K	Jun 30, 26	+30.50K	0.08%
Stonebridge Financial Planning Group, LLC	43.55K	Jun 30, 26	+3.43K	0.08%
Aptus Capital Advisors, LLC	42.36K	Jun 30, 26	+42.36K	0.08%
BRIGHTON JONES LLC	41.82K	Jun 30, 26	+41.82K	0.08%
Dickmeyer Boyce Financial Management, Inc.	41.60K	Jun 30, 26	+7.58K	0.08%
STIFEL FINANCIAL CORP	41.42K	Jun 30, 26	+13.94K	0.08%
FIRST CITIZENS BANK & TRUST CO	40.32K	Jun 30, 26	+1.06K	0.08%
Concurrent Investment Advisors, LLC	39.45K	Jun 30, 26	+2.54K	0.08%
Leo H. Evart, Inc.	38.11K	Jun 30, 26	+38.11K	0.07%
Thayer Partners, LLC / MA	36.73K	Jun 30, 26	+3.27K	0.07%
Topsail Wealth Management, LLC	34.36K	Jun 30, 26	+9.73K	0.07%
KPP Advisory Services LLC	30.01K	Jun 30, 26	+30.01K	0.06%
Ausdal Financial Partners, Inc.	29.88K	Jun 30, 26	-27	0.06%
Farrell Financial LLC	29.36K	Jun 30, 26	+2.16K	0.06%
CONQUIS FINANCIAL LLC	29.10K	Jun 30, 26	+2.38K	0.06%
Essex Financial Services, Inc.	29.06K	Jun 30, 26	+13.35K	0.06%
JANE STREET GROUP, LLC	28.03K	Jun 30, 26	+28.03K	0.05%
MCF Advisors LLC	27.84K	Jun 30, 26	+303	0.05%
Sentinus, LLC	27.34K	Jun 30, 26	-580	0.05%
DeLarme Wealth Management, Inc.	26.32K	Jun 30, 26	+75	0.05%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	25.58K	Jun 30, 26	-700	0.05%
HARBOUR INVESTMENTS, INC.	24.02K	Jun 30, 26	+1.00K	0.05%
Retirement Planning Group	23.75K	Jun 30, 26	+3.25K	0.05%
Twin Cities Retirement Group LLC	23.03K	Jun 30, 26	+7.55K	0.04%
Sanctuary Advisors, LLC	22.55K	Jun 30, 26	+1.07K	0.04%
JONES FINANCIAL COMPANIES LLLP	21.23K	Jun 30, 26	+21.23K	0.04%
Cogent Private Wealth, Inc.	19.92K	Jun 30, 26	--	0.04%
BROWN ADVISORY INC	19.54K	Jun 30, 26	+1.61K	0.04%
Greenline Wealth Management LLC	19.29K	Jun 30, 26	+19.29K	0.04%
CRA Financial Services, LLC	18.70K	Jun 30, 26	+145	0.04%
SIGNAL TREE FINANCIAL PARTNERS LLC	18.34K	Jun 30, 26	+1.67K	0.04%
Harpswell Capital Advisors, LLC	18.10K	Jun 30, 26	+18.10K	0.03%
OLD MISSION CAPITAL LLC	17.52K	Jun 30, 26	+17.52K	0.03%
Trellis Wealth Advisors LLC	17.33K	Jun 30, 26	+843	0.03%
Meeder Advisory Services, Inc.	17.20K	Jun 30, 26	-435.89K	0.03%
HB Wealth Management, LLC	15.99K	Jun 30, 26	+15.99K	0.03%
Mayflower Financial Advisors, LLC	15.79K	Jun 30, 26	+584	0.03%
Pandowealth. LLC	15.61K	Jun 30, 26	+15.61K	0.03%
Atria Investments, Inc	15.46K	Jun 30, 26	+1.39K	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	15.27K	Jun 30, 26	+4.16K	0.03%
Daner Wealth Management, LLC	15.23K	Jun 30, 26	+4.80K	0.03%
Kovack Advisors, Inc.	14.59K	Jun 30, 26	+525	0.03%
Ameritas Advisory Services, LLC	14.56K	Jun 30, 26	+11.35K	0.03%
First Citizens Financial Corp	14.08K	Jun 30, 26	+1.05K	0.03%
Farther Finance Advisors, LLC	13.79K	Jun 30, 26	-974	0.03%
JPMORGAN CHASE & CO	13.38K	Jun 30, 26	+8.57K	0.03%
HARBOR INVESTMENT ADVISORY, LLC	13.35K	Jun 30, 26	+249	0.03%
Altiora Financial Group, LLC	13.00K	Jun 30, 26	+13.00K	0.03%
AQR CAPITAL MANAGEMENT LLC	11.99K	Jun 30, 26	+8.01K	0.02%
PFG Advisors	11.77K	Jun 30, 26	+6.68K	0.02%
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.	11.03K	Jun 30, 26	+11.03K	0.02%
1015 Capital Partners, LLC	10.86K	Jun 30, 26	+3.98K	0.02%
Summit Financial, LLC	10.81K	Jun 30, 26	-56.02K	0.02%
Resources Investment Advisors, LLC.	10.69K	Jun 30, 26	-4.13K	0.02%
MONTAG A & ASSOCIATES INC	10.31K	Jun 30, 26	+4.30K	0.02%
EP Wealth Advisors, LLC	10.25K	Jun 30, 26	+10.25K	0.02%
Ketron Financial	9.28K	Jun 30, 26	+848	0.02%
Advyzon Investment Management, LLC	8.84K	Jun 30, 26	+79	0.02%
BluePath Capital Management, LLC	7.98K	Jun 30, 26	+2.53K	0.02%
L.K. Benson & Company, P.C.	7.92K	Jun 30, 26	+45	0.02%
Wealthspire Advisors, LLC	7.84K	Jun 30, 26	+7.84K	0.02%
Pasadena Private Wealth, LLC	7.51K	Jun 30, 26	+443	0.01%
Cetera Investment Advisers	7.40K	Jun 30, 26	-95.30K	0.01%
Cornerstone Advisory, LLC	7.25K	Jun 30, 26	+284	0.01%
Patriot Financial Group Insurance Agency, LLC	7.08K	Jun 30, 26	-5.34K	0.01%
Beacon Pointe Advisors, LLC	7.03K	Jun 30, 26	-629	0.01%
SECURITY NATIONAL BANK OF SO DAK	6.65K	Jun 30, 26	+6.65K	0.01%
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/	6.61K	Jun 30, 26	+6.61K	0.01%
Vanguard National Trust Co	6.50K	Jun 30, 26	-244	0.01%
Ashton Thomas Private Wealth, LLC	6.32K	Jun 30, 26	-895	0.01%
J.W. COLE ADVISORS, INC.	6.26K	Jun 30, 26	+6.26K	0.01%
Ellis Investment Partners, LLC	6.24K	Jun 30, 26	+6.24K	0.01%
RENAISSANCE TECHNOLOGIES LLC	6.10K	Jun 30, 26	+3.50K	0.01%
Physician Wealth Advisors, Inc.	6.02K	Jun 30, 26	+865	0.01%
Creative Planning	6.00K	Jun 30, 26	+2.45K	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	5.71K	Jun 30, 26	+456	0.01%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	5.70K	Jun 30, 26	+1.85K	0.01%
PARK AVENUE SECURITIES LLC	5.63K	Jun 30, 26	+298	0.01%
Kestra Advisory Services, LLC	5.46K	Jun 30, 26	-1.46K	0.01%
CAPTRUST FINANCIAL ADVISORS	5.35K	Jun 30, 26	+666	0.01%
SouthState Corp	5.29K	Jun 30, 26	-435	0.01%
Owl Creek Wealth Partners LLC	5.22K	Jun 30, 26	+247	0.01%
SageView Advisory Group, LLC	5.16K	Jun 30, 26	+188	0.01%
NOVEM GROUP	5.07K	Jun 30, 26	-150	0.01%
Pinnacle Financial Partners, Inc.	4.98K	Jun 30, 26	+4.98K	0.01%
SWMG, LLC	4.93K	Jun 30, 26	+318	0.01%
Partners in Financial Planning	4.91K	Jun 30, 26	+33	0.01%
GeoWealth Management, LLC	4.82K	Jun 30, 26	-547	0.01%
Dynamic Advisor Solutions LLC	4.69K	Jun 30, 26	+53	0.01%
Oak Wealth Advisors LLC	4.55K	Jun 30, 26	+4.55K	0.01%
Snowden Capital Advisors LLC	4.54K	Jun 30, 26	+80	0.01%
OPPENHEIMER & CO INC	4.53K	Jun 30, 26	+123	0.01%
LRI Investments, LLC	4.48K	Jun 30, 26	+738	0.01%
HAZLETT, BURT & WATSON, INC.	4.39K	Jun 30, 26	+233	0.01%
Haverford Trust Co	4.32K	Jun 30, 26	+4.32K	0.01%
TRUIST FINANCIAL CORP	4.29K	Jun 30, 26	-116.48K	0.01%
Parkside Financial Bank & Trust	4.20K	Jun 30, 26	+295	0.01%
SWEENEY & MICHEL, LLC	4.10K	Jun 30, 26	-232	0.01%
Approach Retirement Advisors, LLC	4.08K	Jun 30, 26	-1	0.01%
Jones Kertz & Associates, Inc.	4.06K	Jun 30, 26	+584	0.01%
Ariadne Wealth Management, LP	3.97K	Jun 30, 26	--	0.01%
FCG Investment Co	3.86K	Jun 30, 26	+3.86K	0.01%
Vigil Wealth Management, LLC	3.76K	Jun 30, 26	-365	0.01%
FLOW TRADERS U.S. LLC	3.60K	Jun 30, 26	+3.60K	0.01%
Revisor Wealth Management LLC	3.58K	Jun 30, 26	-10	0.01%
Strategic Blueprint, LLC	3.36K	Jun 30, 26	-972	0.01%
CWS Financial Advisors, LLC	3.33K	Jun 30, 26	+111	0.01%
Betterment LLC	3.29K	Jun 30, 26	+3.29K	0.01%
BAKER BOYER NATIONAL BANK	3.26K	Jun 30, 26	--	0.01%
Ariston Services Group	3.21K	Jun 30, 26	+3.21K	0.01%
MAGNOLIA CAPITAL ADVISORS LLC	3.19K	Jun 30, 26	+465	0.01%
Wayfinding Financial, LLC	3.10K	Jun 30, 26	--	0.01%
Peterson Wealth Advisors, LLC	3.06K	Jun 30, 26	+3.06K	0.01%
Cape Investment Advisory, Inc.	2.97K	Jun 30, 26	-178	0.01%
AE Wealth Management LLC	2.92K	Jun 30, 26	+862	0.01%
MERCER GLOBAL ADVISORS INC /ADV	2.83K	Jun 30, 26	-34	0.01%
Medallion Wealth Advisors, LLC	2.77K	Jun 30, 26	+88	0.01%
Stirlingshire Investments, Inc.	2.67K	Jun 30, 26	--	0.01%
MORGAN STANLEY	2.63K	Jun 30, 26	-2.06K	0.01%
Olistico Wealth, LLC	2.29K	Jun 30, 26	-45	0.00%
BANK OF MONTREAL /CAN/	2.19K	Jun 30, 26	+60	0.00%
PRIVATE TRUST CO NA	1.86K	Jun 30, 26	-12	0.00%
Continuum Advisory, LLC	1.81K	Jun 30, 26	+1.81K	0.00%
Global Retirement Partners, LLC	1.63K	Jun 30, 26	+1.63K	0.00%
TD Waterhouse Canada Inc.	1.63K	Jun 30, 26	+1.63K	0.00%
SRS Capital Advisors, Inc.	1.56K	Jun 30, 26	+808	0.00%
Capital Analysts, LLC	1.47K	Jun 30, 26	+17	0.00%
Portfolio Resources Advisor Group, Inc.	1.09K	Jun 30, 26	+60	0.00%
JFS WEALTH ADVISORS, LLC	1.02K	Jun 30, 26	--	0.00%
IMA Wealth, Inc.	1.00K	Jun 30, 26	+1.00K	0.00%
ANGELES WEALTH MANAGEMENT, LLC	917	Jun 30, 26	+917	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	888	Jun 30, 26	+837	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	808	Jun 30, 26	-383	0.00%
Glass Jacobson Investment Advisors llc	792	Jun 30, 26	+9	0.00%
Capital Investment Advisory Services, LLC	749	Jun 30, 26	+7	0.00%
AdvisorNet Financial, Inc	736	Jun 30, 26	+9	0.00%
Financial Avengers, Inc.	729	Jun 30, 26	+554	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	690	Jun 30, 26	+38	0.00%
Ankerstar Wealth, LLC	665	Jun 30, 26	-535	0.00%
Steward Partners Investment Advisory, LLC	646	Jun 30, 26	--	0.00%
BRYN MAWR TRUST Co	592	Jun 30, 26	+387	0.00%
Ronald Blue Trust, Inc.	549	Jun 30, 26	+549	0.00%
Bank of New Hampshire	525	Jun 30, 26	+525	0.00%
IFP Advisors, Inc	469	Jun 30, 26	-1.10K	0.00%
STEPH & CO	431	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	430	Jun 30, 26	--	0.00%
Signature Equity Partners, LLC	366	Jun 30, 26	-14	0.00%
Ancora Advisors, LLC	328	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	315	Jun 30, 26	--	0.00%
Tidemark, LLC	270	Jun 30, 26	--	0.00%
Larson Financial Group LLC	227	Jun 30, 26	+112	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	208	Jun 30, 26	-25	0.00%
US BANCORP \DE\	160	Jun 30, 26	+160	0.00%
VANGUARD ADVISERS INC	107	Jun 30, 26	+13	0.00%
Allworth Financial LP	70	Jun 30, 26	-26	0.00%
IFG Advisory, LLC	69	Jun 30, 26	+69	0.00%
Triumph Capital Management	45	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	36	Jun 30, 26	+36	0.00%
Bernard Wealth Management Corp.	12	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	1	Jun 30, 26	+1	0.00%
Financial Freedom, LLC	--	Jun 30, 26	-217	--
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	--	Jun 30, 26	-6.83K	--
D.A. DAVIDSON & CO.	--	Jun 30, 26	-12.95K	--
Vision Retirement, LLC	--	Jun 30, 26	-143	--
Baer Investment Advisory LLC	--	Jun 30, 26	-63.50K	--
Swisher Financial Concepts, Inc.	--	Jun 30, 26	-3.21K	--
Canal Capital Management, LLC	--	Jun 30, 26	-3.87K	--
FIFTH THIRD BANCORP	--	Jun 30, 26	-237	--
MEMBERS WEALTH LLC	--	Jun 30, 26	-5.13K	--
CacheTech Inc.	--	Jun 30, 26	-3.84K	--
VICTORY FINANCIAL GROUP, LLC	--	Jun 30, 26	-63.50K	--
CURIO WEALTH, LLC	--	Jun 30, 26	-61	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-54.93K	--
Integrity Wealth Solutions LLC	--	Jun 30, 26	-10.01K	--
CoreCap Advisors, LLC	--	Jun 30, 26	-60	--
EWA, LLC	--	Jun 30, 26	-4.62K	--
McIlrath & Eck, LLC	307.24K	Mar 31, 26	+82.88K	0.59%
Fortress Financial Solutions, LLC	22.86K	Mar 31, 26	+5.09K	0.04%
FARMERS TRUST CO	7.67K	Mar 31, 26	--	0.01%
CWM, LLC	2.61K	Mar 31, 26	+2.02K	0.01%
VANGUARD GROUP INC	6.93K	Dec 31, 25	+119	0.01%
Dentgroup LLC	4.83K	Dec 31, 25	+1.29K	0.01%
OAK HILL WEALTH ADVISORS, LLC	41.56K	Sep 30, 25	+25.23K	0.08%
Siligmueller & Norvid Wealth Advisors LLC	29.09K	Sep 30, 25	+29.09K	0.06%
Accredited Wealth Management, LLC	2.07K	Sep 30, 25	+590	0.00%
Abich Financial Wealth Management LLC	38	Sep 30, 25	+38	0.00%
Atria Wealth Solutions, Inc.	6.70K	Jun 30, 25	-5.19K	0.01%
Orion Portfolio Solutions, LLC	894.07K	Mar 31, 25	+894.07K	1.73%
Morningstar Investment Services LLC	297.31K	Mar 31, 25	+297.31K	0.57%
PRIVATE CAPITAL MANAGEMENT LLC	115.40K	Dec 31, 24	+26.77K	0.22%
AFS Financial Group, LLC	--	Sep 30, 24	-3.34K	--

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Holder

Date

Change

% Held

HBK Sorce Advisory LLC

11.34M

Jun 30, 26

+292.17K

21.90%

SIGNATUREFD, LLC

5.73M

Jun 30, 26

+281.14K

11.06%

Advance Capital Management, Inc.

3.85M

Jun 30, 26

+132.82K

7.44%

Bank of New York Mellon Corp

3.39M

Jun 30, 26

-52.45K

6.55%

BANK OF AMERICA CORP /DE/

2.92M

Jun 30, 26

+492.99K

5.64%

FORVIS Wealth Advisors, LLC

2.35M

Jun 30, 26

+294.41K

4.53%

NEPC LLC

2.30M

Jun 30, 26

-32.50K

4.44%

Martel Wealth Advisors Inc

1.67M

Jun 30, 26

+91.83K

3.23%

ASSETMARK, INC

1.57M

Jun 30, 26

+189.84K

3.04%

Diversified Portfolios, Inc.

1.37M

Jun 30, 26

+179.94K

2.65%

LPL Financial LLC

1.30M

Jun 30, 26

+233.35K

2.51%

Smith & Howard Wealth Management, LLC

1.14M

Jun 30, 26

+49.68K

2.20%

Financial Engines Advisors L.L.C.

1.08M

Jun 30, 26

+98.22K

2.09%

Verum Partners LLC

1.07M

Jun 30, 26

+662.83K

2.06%

BLB&B Advisors, LLC

1.06M

Jun 30, 26

+107.75K

2.05%

ALERUS FINANCIAL NA

961.92K

Jun 30, 26

+13.14K

1.86%

ORRSTOWN FINANCIAL SERVICES INC

894.66K

Jun 30, 26

+10.94K

1.73%

Heartland Bank & Trust Co

838.37K

Jun 30, 26

+14.72K

1.62%

Brinker Capital Investments, LLC

770.28K

Jun 30, 26

-121.56K

1.49%

Zhang Financial LLC

727.20K

Jun 30, 26

+201.84K

1.40%

Magnolia Wealth Management, LLC

716.77K

Jun 30, 26

+73.57K

1.38%

ENVESTNET ASSET MANAGEMENT INC

691.67K

Jun 30, 26

+63.66K

1.34%

BOK Financial Private Wealth, Inc.

655.90K

Jun 30, 26

+45.23K

1.27%

New England Capital Financial Advisors LLC

632.97K

Jun 30, 26

+42.09K

1.22%

WELLS FARGO & COMPANY/MN

594.90K

Jun 30, 26

+341.85K

1.15%

Tilson Financial Group, Inc.

585.54K

Jun 30, 26

+25.78K

1.13%

Envestnet Portfolio Solutions, Inc.

553.91K

Jun 30, 26

+19.48K

1.07%

TCG Advisory Services, LLC

552.09K

Jun 30, 26

+38.88K

1.07%

Essex LLC

545.39K

Jun 30, 26

+81.35K

1.05%

Mills Wealth Advisors LLC

513.60K

Jun 30, 26

+57.90K

0.99%

Tull Financial Group, Inc.

503.15K

Jun 30, 26

+21.10K

0.97%

EVOLVE PRIVATE WEALTH, LLC

499.98K

Jun 30, 26

+33.10K

0.97%

SJS Investment Consulting Inc.

484.45K

Jun 30, 26

+47.24K

0.94%

First Citizens Asset Management, Inc.

464.66K

Jun 30, 26

+9.40K

0.90%

Rise Advisors, LLC

459.80K

Jun 30, 26

+158.36K

0.89%

Alaethes Wealth LLC

452.68K

Jun 30, 26

+39.57K

0.87%

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

438.60K

Jun 30, 26

+57.79K

0.85%

COMMONWEALTH EQUITY SERVICES, LLC

431.36K

Jun 30, 26

+53.59K

0.83%

Mariner, LLC

423.55K

Jun 30, 26

+63.92K

0.82%

Boston Standard Wealth Management, LLC

421.19K

Jun 30, 26

+271.49K

0.81%

AMI INVESTMENT MANAGEMENT INC

420.56K

Jun 30, 26

-4.00K

0.81%

Schoolcraft Capital LLC

417.28K

Jun 30, 26

+11.89K

0.81%

Momentous Wealth Management, Inc.

402.95K

Jun 30, 26

+22.88K

0.78%

Investment Planning Advisors, Inc.

402.41K

Jun 30, 26

+37.33K

0.78%

Quantum Financial Planning Services, Inc.

387.78K

Jun 30, 26

+18.73K

0.75%

SoundView Advisors Inc.

384.23K

Jun 30, 26

+3.77K

0.74%

BCR Wealth Strategies, LLC

381.88K

Jun 30, 26

+38.80K

0.74%

TFO-TDC, LLC

376.92K

Jun 30, 26

+236.44K

0.73%

Burton Enright Welch

370.54K

Jun 30, 26

+77.84K

0.72%

Mallini Complete Financial Planning LLC

370.32K

Jun 30, 26

+370.32K

0.72%

Gross & Hartman Investments LLC

359.18K

Jun 30, 26

+90.87K

0.69%

NewEdge Wealth, LLC

348.72K

Jun 30, 26

-2.13K

0.67%

Cornerstone Wealth Group, LLC

342.83K

Jun 30, 26

+10.11K

0.66%

RESOLUTE CAPITAL, LLC

334.46K

Jun 30, 26

-4.71K

0.65%

CGN Advisors LLC

334.26K

Jun 30, 26

+13.57K

0.65%

SVB WEALTH LLC

333.95K

Jun 30, 26

+10.74K

0.64%

BCGM Wealth Management, LLC

329.43K

Jun 30, 26

+329.43K

0.64%

San Luis Wealth Advisors LLC

317.38K

Jun 30, 26

+30.69K

0.61%

D'Orazio & Associates, Inc.

307.97K

Jun 30, 26

+63.32K

0.59%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

300.43K

Jun 30, 26

+14.95K

0.58%

Acropolis Investment Management, LLC

298.17K

Jun 30, 26

+8.30K

0.58%

Central Pacific Bank - Trust Division

282.57K

Jun 30, 26

+94.96K

0.55%

Crusonia Wealth Advisors LLC

280.49K

Jun 30, 26

+34.29K

0.54%

NorthLanding Financial Partners, LLC

279.08K

Jun 30, 26

+3.91K

0.54%

PENNEY FINANCIAL, LLC

259.87K

Jun 30, 26

+167.95K

0.50%

Blume Capital Management, Inc.

250.05K

Jun 30, 26

+18.20K

0.48%

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

248.16K

Jun 30, 26

+23.98K

0.48%

SCOTIA CAPITAL INC.

243.34K

Jun 30, 26

+3.24K

0.47%

Safe Harbor Family Capital, LLC

241.04K

Jun 30, 26

+45.22K

0.47%

ROYAL BANK OF CANADA

239.83K

Jun 30, 26

+70.65K

0.46%

Lansing Street Advisors

234.98K

Jun 30, 26

-22.32K

0.45%

Conservest Capital Advisors, Inc.

224.67K

Jun 30, 26

+15.59K

0.43%

Baird Financial Group, Inc.

220.93K

Jun 30, 26

+220.93K

0.43%

Centric Wealth Management

220.11K

Jun 30, 26

+220.11K

0.43%

Chicago Partners Investment Group LLC

215.67K

Jun 30, 26

+41.63K

0.42%

Foundations Investment Advisors, LLC

213.18K

Jun 30, 26

-38.15K

0.41%

Wolff Financial Management LLC

211.20K

Jun 30, 26

+21.31K

0.41%

Compton Wealth Advisory Group, LLC

205.82K

Jun 30, 26

+17.48K

0.40%

NewEdge Advisors, LLC

200.75K

Jun 30, 26

+67.51K

0.39%

HighTower Advisors, LLC

195.31K

Jun 30, 26

+3.57K

0.38%

ShankerValleau Wealth Advisors, Inc.

192.79K

Jun 30, 26

+10.76K

0.37%

Souders Financial Advisors

183.26K

Jun 30, 26

+183.26K

0.35%

Financial Network Wealth Management LLC

182.51K

Jun 30, 26

+9.77K

0.35%

Barry Investment Advisors, LLC

180.91K

Jun 30, 26

+40.18K

0.35%

Private Advisor Group, LLC

171.63K

Jun 30, 26

+6.94K

0.33%

INVENIO WEALTH PARTNERS LLC

167.38K

Jun 30, 26

+3.74K

0.32%

CFO4Life Group, LLC

165.82K

Jun 30, 26

-46

0.32%

Madrid Wealth Management, LLC

160.16K

Jun 30, 26

+27.61K

0.31%

Timmons Wealth Management, LLC

159.83K

Jun 30, 26

+159.83K

0.31%

MML INVESTORS SERVICES, LLC

153.52K

Jun 30, 26

+51.24K

0.30%

MISSION WEALTH MANAGEMENT, LP

151.56K

Jun 30, 26

+47.19K

0.29%

AJ Advisors, LLC

148.58K

Jun 30, 26

+5.83K

0.29%

PRINCIPAL SECURITIES, INC.

147.37K

Jun 30, 26

+12.37K

0.28%

Main Line Retirement Advisors, LLC

143.08K

Jun 30, 26

+48.35K

0.28%

WILEY BROS.-AINTREE CAPITAL, LLC

142.35K

Jun 30, 26

+138.47K

0.27%

Cambridge Investment Research Advisors, Inc.

139.92K

Jun 30, 26

+41.57K

0.27%

Strategic Family Wealth Counselors, L.L.C.

137.85K

Jun 30, 26

+10.34K

0.27%

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

127.30K

Jun 30, 26

+6.91K

0.25%

Gutierrez Wealth Advisory, LLC

125.79K

Jun 30, 26

+1.06K

0.24%

CreativeOne Wealth, LLC

119.14K

Jun 30, 26

-2.61K

0.23%

GEN Financial Management, INC.

118.70K

Jun 30, 26

+10.20K

0.23%

Tandem Investment Partners LLC

111.46K

Jun 30, 26

+7.39K

0.22%

TD Capital Management LLC

111.12K

Jun 30, 26

+79.39K

0.21%

Kaizen Financial Strategies

111.04K

Jun 30, 26

-16.01K

0.21%

Galvin, Gaustad & Stein, LLC

109.84K

Jun 30, 26

+24.84K

0.21%

Mendota Financial Group, LLC

108.70K

Jun 30, 26

+53.26K

0.21%

BankPlus Wealth Management LLC

104.34K

Jun 30, 26

+104.34K

0.20%

GRAND WEALTH MANAGEMENT, LLC

104.01K

Jun 30, 26

+12.55K

0.20%

Hofer & Associates. Inc

100.51K

Jun 30, 26

+4.79K

0.19%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

98.71K

Jun 30, 26

-80.16K

0.19%

BOSTON FAMILY OFFICE LLC

97.05K

Jun 30, 26

+7.62K

0.19%

Englebert Financial Advisers, LLC

96.93K

Jun 30, 26

-598

0.19%

ADVISOR GROUP HOLDINGS, INC.

96.79K

Jun 30, 26

+61.73K

0.19%

FIDUCIARY FINANCIAL ADVISORS

96.35K

Jun 30, 26

+52.94K

0.19%

Kings Path Partners LLC

94.81K

Jun 30, 26

+10.70K

0.18%

XY Planning Network, Inc.

94.46K

Jun 30, 26

+94.46K

0.18%

Addison Advisors LLC

87.74K

Jun 30, 26

-88.73K

0.17%

THRIVENT FINANCIAL FOR LUTHERANS

84.77K

Jun 30, 26

+84.77K

0.16%

Breakwater Investment Management

82.47K

Jun 30, 26

-2.63K

0.16%

Pinion Investment Advisors, LLC

81.63K

Jun 30, 26

-3.14K

0.16%

Enclave Advisors LLC

78.49K

Jun 30, 26

+30.64K

0.15%

OMNI 360 Wealth, Inc.

75.74K

Jun 30, 26

+5.41K

0.15%

Buckingham Strategic Partners

75.74K

Jun 30, 26

+5.41K

0.15%

RAYMOND JAMES FINANCIAL INC

72.94K

Jun 30, 26

+56.21K

0.14%

Bogart Wealth, LLC

71.34K

Jun 30, 26

+5.78K

0.14%

Coppell Advisory Solutions LLC

69.63K

Jun 30, 26

+69.63K

0.13%

GatePass Capital, LLC

67.98K

Jun 30, 26

+15.10K

0.13%

Plancorp, LLC

66.48K

Jun 30, 26

+38.28K

0.13%

AXXCESS WEALTH MANAGEMENT, LLC

65.88K

Jun 30, 26

+65.88K

0.13%

Echo45 Advisors LLC

63.63K

Jun 30, 26

+5.01K

0.12%

55 North Private Wealth, LLC

63.01K

Jun 30, 26

+11.86K

0.12%

Nicholas Hoffman & Company, LLC.

61.74K

Jun 30, 26

+10.07K

0.12%

Greenwich Wealth Management LLC

61.64K

Jun 30, 26

-12.18K

0.12%

Cerity Partners LLC

60.02K

Jun 30, 26

+3.24K

0.12%

PNC FINANCIAL SERVICES GROUP, INC.

59.05K

Jun 30, 26

+53.92K

0.11%

Linscomb & Williams, Inc.

57.97K

Jun 30, 26

+51.55K

0.11%

BENJAMIN EDWARDS INC

57.88K

Jun 30, 26

+82

0.11%

Colony Group, LLC

54.41K

Jun 30, 26

+39.03K

0.11%

Emergent Wealth Advisors, LLC

53.89K

Jun 30, 26

+5.18K

0.10%

PROSPERITY BANCSHARES INC

53.56K

Jun 30, 26

+6.50K

0.10%

Savvy Advisors, Inc.

52.63K

Jun 30, 26

-5.45K

0.10%

Ethos Financial Group, LLC

51.20K

Jun 30, 26

+2.67K

0.10%

Quadrature Capital Ltd

49.25K

Jun 30, 26

+49.25K

0.10%

Cypress Point Wealth Management, LLC

47.75K

Jun 30, 26

+47.75K

0.09%

Integrated Wealth Concepts LLC

47.70K

Jun 30, 26

+42.38K

0.09%

Lynx Investment Advisory

47.00K

Jun 30, 26

+2.17K

0.09%

HTG Investment Advisors, Inc.

46.00K

Jun 30, 26

+46.00K

0.09%

Keystone Financial Group

44.63K

Jun 30, 26

+18.96K

0.09%

Elite Life Management LLC

43.79K

Jun 30, 26

+1.93K

0.08%

Steffes Financial, Ltd.

43.66K

Jun 30, 26

+30.50K

0.08%

Stonebridge Financial Planning Group, LLC

43.55K

Jun 30, 26

+3.43K

0.08%

Aptus Capital Advisors, LLC

42.36K

Jun 30, 26

+42.36K

0.08%

BRIGHTON JONES LLC

41.82K

Jun 30, 26

+41.82K

0.08%

Dickmeyer Boyce Financial Management, Inc.

41.60K

Jun 30, 26

+7.58K

0.08%

STIFEL FINANCIAL CORP

41.42K

Jun 30, 26

+13.94K

0.08%

FIRST CITIZENS BANK & TRUST CO

40.32K

Jun 30, 26

+1.06K

0.08%

Concurrent Investment Advisors, LLC

39.45K

Jun 30, 26

+2.54K

0.08%

Leo H. Evart, Inc.

38.11K

Jun 30, 26

+38.11K

0.07%

Thayer Partners, LLC / MA

36.73K

Jun 30, 26

+3.27K

0.07%

Topsail Wealth Management, LLC

34.36K

Jun 30, 26

+9.73K

0.07%

KPP Advisory Services LLC

30.01K

Jun 30, 26

+30.01K

0.06%

Ausdal Financial Partners, Inc.

29.88K

Jun 30, 26

-27

0.06%

Farrell Financial LLC

29.36K

Jun 30, 26

+2.16K

0.06%

CONQUIS FINANCIAL LLC

29.10K

Jun 30, 26

+2.38K

0.06%

Essex Financial Services, Inc.

29.06K

Jun 30, 26

+13.35K

0.06%

JANE STREET GROUP, LLC

28.03K

Jun 30, 26

+28.03K

0.05%

MCF Advisors LLC

27.84K

Jun 30, 26

+303

0.05%

Sentinus, LLC

27.34K

Jun 30, 26

-580

0.05%

DeLarme Wealth Management, Inc.

26.32K

Jun 30, 26

+75

0.05%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

25.58K

Jun 30, 26

-700

0.05%

HARBOUR INVESTMENTS, INC.

24.02K

Jun 30, 26

+1.00K

0.05%

Retirement Planning Group

23.75K

Jun 30, 26

+3.25K

0.05%

Twin Cities Retirement Group LLC

23.03K

Jun 30, 26

+7.55K

0.04%

Sanctuary Advisors, LLC

22.55K

Jun 30, 26

+1.07K

0.04%

JONES FINANCIAL COMPANIES LLLP

21.23K

Jun 30, 26

+21.23K

0.04%

Cogent Private Wealth, Inc.

19.92K

Jun 30, 26

0.04%

BROWN ADVISORY INC

19.54K

Jun 30, 26

+1.61K

0.04%

Greenline Wealth Management LLC

19.29K

Jun 30, 26

+19.29K

0.04%

CRA Financial Services, LLC

18.70K

Jun 30, 26

+145

0.04%

SIGNAL TREE FINANCIAL PARTNERS LLC

18.34K

Jun 30, 26

+1.67K

0.04%

Harpswell Capital Advisors, LLC

18.10K

Jun 30, 26

+18.10K

0.03%

OLD MISSION CAPITAL LLC

17.52K

Jun 30, 26

+17.52K

0.03%

Trellis Wealth Advisors LLC

17.33K

Jun 30, 26

+843

0.03%

Meeder Advisory Services, Inc.

17.20K

Jun 30, 26

-435.89K

0.03%

HB Wealth Management, LLC

15.99K

Jun 30, 26

+15.99K

0.03%

Mayflower Financial Advisors, LLC

15.79K

Jun 30, 26

+584

0.03%

Pandowealth. LLC

15.61K

Jun 30, 26

+15.61K

0.03%

Atria Investments, Inc

15.46K

Jun 30, 26

+1.39K

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

15.27K

Jun 30, 26

+4.16K

0.03%

Daner Wealth Management, LLC

15.23K

Jun 30, 26

+4.80K

0.03%

Kovack Advisors, Inc.

14.59K

Jun 30, 26

+525

0.03%

Ameritas Advisory Services, LLC

14.56K

Jun 30, 26

+11.35K

0.03%

First Citizens Financial Corp

14.08K

Jun 30, 26

+1.05K

0.03%

Farther Finance Advisors, LLC

13.79K

Jun 30, 26

-974

0.03%

JPMORGAN CHASE & CO

13.38K

Jun 30, 26

+8.57K

0.03%

HARBOR INVESTMENT ADVISORY, LLC

13.35K

Jun 30, 26

+249

0.03%

Altiora Financial Group, LLC

13.00K

Jun 30, 26

+13.00K

0.03%

AQR CAPITAL MANAGEMENT LLC

11.99K

Jun 30, 26

+8.01K

0.02%

PFG Advisors

11.77K

Jun 30, 26

+6.68K

0.02%

GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.

11.03K

Jun 30, 26

+11.03K

0.02%

1015 Capital Partners, LLC

10.86K

Jun 30, 26

+3.98K

0.02%

Summit Financial, LLC

10.81K

Jun 30, 26

-56.02K

0.02%

Resources Investment Advisors, LLC.

10.69K

Jun 30, 26

-4.13K

0.02%

MONTAG A & ASSOCIATES INC

10.31K

Jun 30, 26

+4.30K

0.02%

EP Wealth Advisors, LLC

10.25K

Jun 30, 26

+10.25K

0.02%

Ketron Financial

9.28K

Jun 30, 26

+848

0.02%

Advyzon Investment Management, LLC

8.84K

Jun 30, 26

+79

0.02%

BluePath Capital Management, LLC

7.98K

Jun 30, 26

+2.53K

0.02%

L.K. Benson & Company, P.C.

7.92K

Jun 30, 26

+45

0.02%

Wealthspire Advisors, LLC

7.84K

Jun 30, 26

+7.84K

0.02%

Pasadena Private Wealth, LLC

7.51K

Jun 30, 26

+443

0.01%

Cetera Investment Advisers

7.40K

Jun 30, 26

-95.30K

0.01%

Cornerstone Advisory, LLC

7.25K

Jun 30, 26

+284

0.01%

Patriot Financial Group Insurance Agency, LLC

7.08K

Jun 30, 26

-5.34K

0.01%

Beacon Pointe Advisors, LLC

7.03K

Jun 30, 26

-629

0.01%

SECURITY NATIONAL BANK OF SO DAK

6.65K

Jun 30, 26

+6.65K

0.01%

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

6.61K

Jun 30, 26

+6.61K

0.01%

Vanguard National Trust Co

6.50K

Jun 30, 26

-244

0.01%

Ashton Thomas Private Wealth, LLC

6.32K

Jun 30, 26

-895

0.01%

J.W. COLE ADVISORS, INC.

6.26K

Jun 30, 26

+6.26K

0.01%

Ellis Investment Partners, LLC

6.24K

Jun 30, 26

+6.24K

0.01%

RENAISSANCE TECHNOLOGIES LLC

6.10K

Jun 30, 26

+3.50K

0.01%

Physician Wealth Advisors, Inc.

6.02K

Jun 30, 26

+865

0.01%

Creative Planning

6.00K

Jun 30, 26

+2.45K

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

5.71K

Jun 30, 26

+456

0.01%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

5.70K

Jun 30, 26

+1.85K

0.01%

PARK AVENUE SECURITIES LLC

5.63K

Jun 30, 26

+298

0.01%

Kestra Advisory Services, LLC

5.46K

Jun 30, 26

-1.46K

0.01%

CAPTRUST FINANCIAL ADVISORS

5.35K

Jun 30, 26

+666

0.01%

SouthState Corp

5.29K

Jun 30, 26

-435

0.01%

Owl Creek Wealth Partners LLC

5.22K

Jun 30, 26

+247

0.01%

SageView Advisory Group, LLC

5.16K

Jun 30, 26

+188

0.01%

NOVEM GROUP

5.07K

Jun 30, 26

-150

0.01%

Pinnacle Financial Partners, Inc.

4.98K

Jun 30, 26

+4.98K

0.01%

SWMG, LLC

4.93K

Jun 30, 26

+318

0.01%

Partners in Financial Planning

4.91K

Jun 30, 26

+33

0.01%

GeoWealth Management, LLC

4.82K

Jun 30, 26

-547

0.01%

Dynamic Advisor Solutions LLC

4.69K

Jun 30, 26

+53

0.01%

Oak Wealth Advisors LLC

4.55K

Jun 30, 26

+4.55K

0.01%

Snowden Capital Advisors LLC

4.54K

Jun 30, 26

+80

0.01%

OPPENHEIMER & CO INC

4.53K

Jun 30, 26

+123

0.01%

LRI Investments, LLC

4.48K

Jun 30, 26

+738

0.01%

HAZLETT, BURT & WATSON, INC.

4.39K

Jun 30, 26

+233

0.01%

Haverford Trust Co

4.32K

Jun 30, 26

+4.32K

0.01%

TRUIST FINANCIAL CORP

4.29K

Jun 30, 26

-116.48K

0.01%

Parkside Financial Bank & Trust

4.20K

Jun 30, 26

+295

0.01%

SWEENEY & MICHEL, LLC

4.10K

Jun 30, 26

-232

0.01%

Approach Retirement Advisors, LLC

4.08K

Jun 30, 26

-1

0.01%

Jones Kertz & Associates, Inc.

4.06K

Jun 30, 26

+584

0.01%

Ariadne Wealth Management, LP

3.97K

Jun 30, 26

0.01%

FCG Investment Co

3.86K

Jun 30, 26

+3.86K

0.01%

Vigil Wealth Management, LLC

3.76K

Jun 30, 26

-365

0.01%

FLOW TRADERS U.S. LLC

3.60K

Jun 30, 26

+3.60K

0.01%

Revisor Wealth Management LLC

3.58K

Jun 30, 26

-10

0.01%

Strategic Blueprint, LLC

3.36K

Jun 30, 26

-972

0.01%

CWS Financial Advisors, LLC

3.33K

Jun 30, 26

+111

0.01%

Betterment LLC

3.29K

Jun 30, 26

+3.29K

0.01%

BAKER BOYER NATIONAL BANK

3.26K

Jun 30, 26

0.01%

Ariston Services Group

3.21K

Jun 30, 26

+3.21K

0.01%

MAGNOLIA CAPITAL ADVISORS LLC

3.19K

Jun 30, 26

+465

0.01%

Wayfinding Financial, LLC

3.10K

Jun 30, 26

0.01%

Peterson Wealth Advisors, LLC

3.06K

Jun 30, 26

+3.06K

0.01%

Cape Investment Advisory, Inc.

2.97K

Jun 30, 26

-178

0.01%

AE Wealth Management LLC

2.92K

Jun 30, 26

+862

0.01%

MERCER GLOBAL ADVISORS INC /ADV

2.83K

Jun 30, 26

-34

0.01%

Medallion Wealth Advisors, LLC

2.77K

Jun 30, 26

+88

0.01%

Stirlingshire Investments, Inc.

2.67K

Jun 30, 26

0.01%

MORGAN STANLEY

2.63K

Jun 30, 26

-2.06K

0.01%

Olistico Wealth, LLC

2.29K

Jun 30, 26

-45

0.00%

BANK OF MONTREAL /CAN/

2.19K

Jun 30, 26

+60

0.00%

PRIVATE TRUST CO NA

1.86K

Jun 30, 26

-12

0.00%

Continuum Advisory, LLC

1.81K

Jun 30, 26

+1.81K

0.00%

Global Retirement Partners, LLC

1.63K

Jun 30, 26

+1.63K

0.00%

TD Waterhouse Canada Inc.

1.63K

Jun 30, 26

+1.63K

0.00%

SRS Capital Advisors, Inc.

1.56K

Jun 30, 26

+808

0.00%

Capital Analysts, LLC

1.47K

Jun 30, 26

+17

0.00%

Portfolio Resources Advisor Group, Inc.

1.09K

Jun 30, 26

+60

0.00%

JFS WEALTH ADVISORS, LLC

1.02K

Jun 30, 26

0.00%

IMA Wealth, Inc.

1.00K

Jun 30, 26

+1.00K

0.00%

ANGELES WEALTH MANAGEMENT, LLC

917

Jun 30, 26

+917

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

888

Jun 30, 26

+837

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

808

Jun 30, 26

-383

0.00%

Glass Jacobson Investment Advisors llc

792

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

749

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

736

Jun 30, 26

0.00%

Financial Avengers, Inc.

729

Jun 30, 26

+554

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

690

Jun 30, 26

+38

0.00%

Ankerstar Wealth, LLC

665

Jun 30, 26

-535

0.00%

Steward Partners Investment Advisory, LLC

646

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

592

Jun 30, 26

+387

0.00%

Ronald Blue Trust, Inc.

549

Jun 30, 26

+549

0.00%

Bank of New Hampshire

525

Jun 30, 26

+525

0.00%

IFP Advisors, Inc

469

Jun 30, 26

-1.10K

0.00%

STEPH & CO

431

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

430

Jun 30, 26

0.00%

Signature Equity Partners, LLC

366

Jun 30, 26

-14

0.00%

Ancora Advisors, LLC

328

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

315

Jun 30, 26

0.00%

Tidemark, LLC

270

Jun 30, 26

0.00%

Larson Financial Group LLC

227

Jun 30, 26

+112

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

208

Jun 30, 26

-25

0.00%

US BANCORP \DE\

160

Jun 30, 26

+160

0.00%

VANGUARD ADVISERS INC

107

Jun 30, 26

+13

0.00%

Allworth Financial LP

Jun 30, 26

-26

0.00%

IFG Advisory, LLC

Jun 30, 26

+69

0.00%

Triumph Capital Management

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

+36

0.00%

Bernard Wealth Management Corp.

Jun 30, 26

0.00%

MATHER GROUP, LLC.

Jun 30, 26

0.00%

Financial Freedom, LLC

Jun 30, 26

-217

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Jun 30, 26

-6.83K

D.A. DAVIDSON & CO.

Jun 30, 26

-12.95K

Vision Retirement, LLC

Jun 30, 26

-143

Baer Investment Advisory LLC

Jun 30, 26

-63.50K

Swisher Financial Concepts, Inc.

Jun 30, 26

-3.21K

Canal Capital Management, LLC

Jun 30, 26

-3.87K

FIFTH THIRD BANCORP

Jun 30, 26

-237

MEMBERS WEALTH LLC

Jun 30, 26

-5.13K

CacheTech Inc.

Jun 30, 26

-3.84K

VICTORY FINANCIAL GROUP, LLC

Jun 30, 26

-63.50K

CURIO WEALTH, LLC

Jun 30, 26

-61

GOLDMAN SACHS GROUP INC

Jun 30, 26

-54.93K

Integrity Wealth Solutions LLC

Jun 30, 26

-10.01K

CoreCap Advisors, LLC

Jun 30, 26

-60

EWA, LLC

Jun 30, 26

-4.62K

McIlrath & Eck, LLC

307.24K

Mar 31, 26

+82.88K

0.59%

Fortress Financial Solutions, LLC

22.86K

Mar 31, 26

+5.09K

0.04%

FARMERS TRUST CO

7.67K

Mar 31, 26

0.01%

CWM, LLC

2.61K

Mar 31, 26

+2.02K

0.01%

VANGUARD GROUP INC

6.93K

Dec 31, 25

+119

0.01%

Dentgroup LLC

4.83K

Dec 31, 25

+1.29K

0.01%

OAK HILL WEALTH ADVISORS, LLC

41.56K

Sep 30, 25

+25.23K

0.08%

Siligmueller & Norvid Wealth Advisors LLC

29.09K

Sep 30, 25

+29.09K

0.06%

Accredited Wealth Management, LLC

2.07K

Sep 30, 25

+590

0.00%

Abich Financial Wealth Management LLC

Sep 30, 25

+38

0.00%

Atria Wealth Solutions, Inc.

6.70K

Jun 30, 25

-5.19K

0.01%

Orion Portfolio Solutions, LLC

894.07K

Mar 31, 25

+894.07K

1.73%

Morningstar Investment Services LLC

297.31K

Mar 31, 25

+297.31K

0.57%

PRIVATE CAPITAL MANAGEMENT LLC

115.40K

Dec 31, 24

+26.77K

0.22%

AFS Financial Group, LLC

Sep 30, 24

-3.34K