Vanguard Core Bond ETF(VCRB)

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Vanguard Core Bond ETF(VCRB)

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$76.01—

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VCRB(VCRB)

VCRB

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 289 Institutional Holders

Holder	Shares	Date	Change	% Held
SIGNATUREFD, LLC	5.73M	Jun 30, 26	+281.14K	11.06%
Martel Wealth Advisors Inc	1.67M	Jun 30, 26	+91.83K	3.23%
Verum Partners LLC	1.07M	Jun 30, 26	+662.83K	2.06%
ORRSTOWN FINANCIAL SERVICES INC	894.66K	Jun 30, 26	+10.94K	1.73%
Magnolia Wealth Management, LLC	716.77K	Jun 30, 26	+73.57K	1.38%
Envestnet Portfolio Solutions, Inc.	553.91K	Jun 30, 26	+19.48K	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%
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%
Leonard Rickey Investment Advisors P.L.L.C.	438.60K	Jun 30, 26	+57.79K	0.85%
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%
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%
Mallini Complete Financial Planning LLC	370.32K	Jun 30, 26	+370.32K	0.72%
CGN Advisors LLC	334.26K	Jun 30, 26	+13.57K	0.65%
SVB WEALTH LLC	333.95K	Jun 30, 26	+10.74K	0.64%
San Luis Wealth Advisors LLC	317.38K	Jun 30, 26	+30.69K	0.61%
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%
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%
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	248.16K	Jun 30, 26	+23.98K	0.48%
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%
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%
ShankerValleau Wealth Advisors, Inc.	192.79K	Jun 30, 26	+10.76K	0.37%
Barry Investment Advisors, LLC	180.91K	Jun 30, 26	+40.18K	0.35%
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%
GEN Financial Management, INC.	118.70K	Jun 30, 26	+10.20K	0.23%
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%
Hofer & Associates. Inc	100.51K	Jun 30, 26	+4.79K	0.19%
Kings Path Partners LLC	94.81K	Jun 30, 26	+11.84K	0.18%
XY Planning Network, Inc.	94.46K	Jun 30, 26	+94.46K	0.18%
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%
Bogart Wealth, LLC	71.34K	Jun 30, 26	+5.78K	0.14%
Plancorp, LLC	66.48K	Jun 30, 26	+38.28K	0.13%
Echo45 Advisors LLC	63.63K	Jun 30, 26	+5.01K	0.12%
BENJAMIN EDWARDS INC	57.88K	Jun 30, 26	+82	0.11%
Cypress Point Wealth Management, LLC	47.75K	Jun 30, 26	+47.75K	0.09%
FIRST CITIZENS BANK & TRUST CO	40.32K	Jun 30, 26	+1.06K	0.08%
KPP Advisory Services LLC	30.01K	Jun 30, 26	+30.01K	0.06%
Farrell Financial LLC	29.36K	Jun 30, 26	+2.16K	0.06%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	25.58K	Jun 30, 26	-700	0.05%
CRA Financial Services, LLC	18.70K	Jun 30, 26	+145	0.04%
Trellis Wealth Advisors LLC	17.33K	Jun 30, 26	+843	0.03%
Mayflower Financial Advisors, LLC	15.79K	Jun 30, 26	+584	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	15.27K	Jun 30, 26	+4.16K	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%
HARBOR INVESTMENT ADVISORY, LLC	13.35K	Jun 30, 26	+249	0.03%
PFG Advisors	11.77K	Jun 30, 26	+6.68K	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%
Patriot Financial Group Insurance Agency, LLC	7.08K	Jun 30, 26	-5.34K	0.01%
J.W. COLE ADVISORS, INC.	6.26K	Jun 30, 26	+6.26K	0.01%
Physician Wealth Advisors, Inc.	6.02K	Jun 30, 26	+865	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	5.71K	Jun 30, 26	+456	0.01%
PARK AVENUE SECURITIES LLC	5.63K	Jun 30, 26	+298	0.01%
NOVEM GROUP	5.07K	Jun 30, 26	-150	0.01%
SWMG, LLC	4.93K	Jun 30, 26	+318	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%
LRI Investments, LLC	4.48K	Jun 30, 26	+738	0.01%
FCG Investment Co	3.86K	Jun 30, 26	+3.86K	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%
Cape Investment Advisory, Inc.	2.97K	Jun 30, 26	-178	0.01%
Olistico Wealth, LLC	2.29K	Jun 30, 26	-45	0.00%
JFS WEALTH ADVISORS, LLC	1.02K	Jun 30, 26	--	0.00%
Capital Investment Advisory Services, LLC	749	Jun 30, 26	+7	0.00%
AdvisorNet Financial, Inc	736	Jun 30, 26	+9	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%
Golden State Wealth Management, LLC	315	Jun 30, 26	--	0.00%
Triumph Capital Management	45	Jun 30, 26	--	0.00%
D.A. DAVIDSON & CO.	--	Jun 30, 26	-12.95K	--
MEMBERS WEALTH LLC	--	Jun 30, 26	-5.13K	--
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	--	Jun 30, 26	-6.83K	--
EWA, LLC	--	Jun 30, 26	-4.62K	--
CoreCap Advisors, LLC	--	Jun 30, 26	-60	--
HBK Sorce Advisory LLC	11.05M	Mar 31, 26	+1.77M	21.34%
SIGNATUREFD, LLC	5.45M	Mar 31, 26	+411.42K	10.52%
Advance Capital Management, Inc.	3.72M	Mar 31, 26	+432.35K	7.19%
Bank of New York Mellon Corp	3.45M	Mar 31, 26	+3.41M	6.66%
BANK OF AMERICA CORP /DE/	2.43M	Mar 31, 26	+411.03K	4.68%
NEPC LLC	2.33M	Mar 31, 26	+2.33M	4.50%
FORVIS Wealth Advisors, LLC	2.05M	Mar 31, 26	+337.58K	3.96%
ASSETMARK, INC	1.38M	Mar 31, 26	+24.27K	2.67%
Diversified Portfolios, Inc.	1.19M	Mar 31, 26	+65.20K	2.31%
Smith & Howard Wealth Management, LLC	1.09M	Mar 31, 26	+70.11K	2.10%
LPL Financial LLC	1.06M	Mar 31, 26	+137.91K	2.06%
Financial Engines Advisors L.L.C.	982.68K	Mar 31, 26	+53.39K	1.90%
BLB&B Advisors, LLC	955.43K	Mar 31, 26	+82.70K	1.85%
ALERUS FINANCIAL NA	948.78K	Mar 31, 26	+11.83K	1.83%
Brinker Capital Investments, LLC	891.84K	Mar 31, 26	-58.26K	1.72%
Heartland Bank & Trust Co	823.65K	Mar 31, 26	+823.65K	1.59%
ENVESTNET ASSET MANAGEMENT INC	628.02K	Mar 31, 26	+69.03K	1.21%
BOK Financial Private Wealth, Inc.	610.67K	Mar 31, 26	+610.67K	1.18%
New England Capital Financial Advisors LLC	590.87K	Mar 31, 26	+526.08K	1.14%
Tilson Financial Group, Inc.	559.75K	Mar 31, 26	+42.19K	1.08%
Zhang Financial LLC	525.36K	Mar 31, 26	+286.50K	1.01%
TCG Advisory Services, LLC	513.21K	Mar 31, 26	+73.08K	0.99%
Tull Financial Group, Inc.	482.04K	Mar 31, 26	+6.14K	0.93%
Meeder Advisory Services, Inc.	453.08K	Mar 31, 26	+21.01K	0.88%
Alaethes Wealth LLC	413.11K	Mar 31, 26	+6.01K	0.80%
Schoolcraft Capital LLC	405.40K	Mar 31, 26	+18.39K	0.78%
Leonard Rickey Investment Advisors P.L.L.C.	380.82K	Mar 31, 26	+265.22K	0.74%
SoundView Advisors Inc.	380.46K	Mar 31, 26	+380.46K	0.73%
Momentous Wealth Management, Inc.	380.07K	Mar 31, 26	+11.82K	0.73%
COMMONWEALTH EQUITY SERVICES, LLC	377.77K	Mar 31, 26	+163.44K	0.73%
Mariner, LLC	359.63K	Mar 31, 26	-8	0.69%
NewEdge Wealth, LLC	350.85K	Mar 31, 26	+20.65K	0.68%
BCR Wealth Strategies, LLC	343.08K	Mar 31, 26	+38.16K	0.66%
Cornerstone Wealth Group, LLC	332.72K	Mar 31, 26	+30.15K	0.64%
McIlrath & Eck, LLC	307.24K	Mar 31, 26	+82.88K	0.59%
NorthLanding Financial Partners, LLC	275.16K	Mar 31, 26	+137.75K	0.53%
WELLS FARGO & COMPANY/MN	253.05K	Mar 31, 26	+212.33K	0.49%
Foundations Investment Advisors, LLC	251.33K	Mar 31, 26	+32.87K	0.49%
D'Orazio & Associates, Inc.	244.64K	Mar 31, 26	+38.74K	0.47%
SCOTIA CAPITAL INC.	240.10K	Mar 31, 26	+2.28K	0.46%
Blume Capital Management, Inc.	231.85K	Mar 31, 26	+200.21K	0.45%
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	224.17K	Mar 31, 26	+9.07K	0.43%
HighTower Advisors, LLC	191.74K	Mar 31, 26	+6.72K	0.37%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	178.86K	Mar 31, 26	+178.86K	0.35%
Addison Advisors LLC	176.47K	Mar 31, 26	+10.57K	0.34%
Chicago Partners Investment Group LLC	174.04K	Mar 31, 26	+29.65K	0.34%
Financial Network Wealth Management LLC	172.75K	Mar 31, 26	+1.29K	0.33%
ROYAL BANK OF CANADA	169.17K	Mar 31, 26	+93.74K	0.33%
CFO4Life Group, LLC	165.87K	Mar 31, 26	+2.56K	0.32%
Private Advisor Group, LLC	164.69K	Mar 31, 26	+21.13K	0.32%
INVENIO WEALTH PARTNERS LLC	163.64K	Mar 31, 26	+2.24K	0.32%
TFO-TDC, LLC	140.48K	Mar 31, 26	+88.52K	0.27%
PRINCIPAL SECURITIES, INC.	134.99K	Mar 31, 26	+3.56K	0.26%
NewEdge Advisors, LLC	133.24K	Mar 31, 26	+11.03K	0.26%
Strategic Family Wealth Counselors, L.L.C.	127.50K	Mar 31, 26	+18.89K	0.25%
Kaizen Financial Strategies	127.05K	Mar 31, 26	-2.07K	0.25%
Gutierrez Wealth Advisory, LLC	124.73K	Mar 31, 26	+2.97K	0.24%
CreativeOne Wealth, LLC	121.75K	Mar 31, 26	+22.92K	0.24%
TRUIST FINANCIAL CORP	120.76K	Mar 31, 26	+5.50K	0.23%
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC	120.40K	Mar 31, 26	+29.28K	0.23%
GEN Financial Management, INC.	108.51K	Mar 31, 26	+5.87K	0.21%
Tandem Investment Partners LLC	104.07K	Mar 31, 26	+9.24K	0.20%
Cetera Investment Advisers	102.70K	Mar 31, 26	+9.65K	0.20%
MML INVESTORS SERVICES, LLC	102.28K	Mar 31, 26	+23.99K	0.20%
Cambridge Investment Research Advisors, Inc.	98.35K	Mar 31, 26	+5.03K	0.19%
Main Line Retirement Advisors, LLC	94.73K	Mar 31, 26	+906	0.18%
GRAND WEALTH MANAGEMENT, LLC	91.46K	Mar 31, 26	+9.99K	0.18%
BOSTON FAMILY OFFICE LLC	89.43K	Mar 31, 26	+17.80K	0.17%
Breakwater Investment Management	85.10K	Mar 31, 26	+792	0.16%
Galvin, Gaustad & Stein, LLC	85.00K	Mar 31, 26	+5.82K	0.16%
Pinion Investment Advisors, LLC	84.77K	Mar 31, 26	-787	0.16%
Greenwich Wealth Management LLC	73.82K	Mar 31, 26	-15.19K	0.14%
Buckingham Strategic Partners	70.33K	Mar 31, 26	+70.33K	0.14%
Summit Financial, LLC	66.83K	Mar 31, 26	+511	0.13%
Bogart Wealth, LLC	65.56K	Mar 31, 26	+5.09K	0.13%
VICTORY FINANCIAL GROUP, LLC	63.50K	Mar 31, 26	+4.15K	0.12%
Baer Investment Advisory LLC	63.50K	Mar 31, 26	+63.50K	0.12%
Savvy Advisors, Inc.	58.08K	Mar 31, 26	+22.66K	0.11%
Cerity Partners LLC	56.78K	Mar 31, 26	+8.34K	0.11%
GOLDMAN SACHS GROUP INC	54.93K	Mar 31, 26	+42.08K	0.11%
Nicholas Hoffman & Company, LLC.	51.67K	Mar 31, 26	+6.29K	0.10%
Ethos Financial Group, LLC	48.53K	Mar 31, 26	-47.79K	0.09%
PROSPERITY BANCSHARES INC	47.06K	Mar 31, 26	+19.47K	0.09%
Lynx Investment Advisory	44.83K	Mar 31, 26	+10.88K	0.09%
Elite Life Management LLC	41.86K	Mar 31, 26	-5.12K	0.08%
Stonebridge Financial Planning Group, LLC	40.13K	Mar 31, 26	+36.12K	0.08%
Concurrent Investment Advisors, LLC	36.91K	Mar 31, 26	+14.36K	0.07%
ADVISOR GROUP HOLDINGS, INC.	35.06K	Mar 31, 26	-234	0.07%
TD Capital Management LLC	31.73K	Mar 31, 26	+6.88K	0.06%
Ausdal Financial Partners, Inc.	29.91K	Mar 31, 26	+1.04K	0.06%
Sentinus, LLC	27.92K	Mar 31, 26	-2.35K	0.05%
MCF Advisors LLC	27.53K	Mar 31, 26	+1.26K	0.05%
STIFEL FINANCIAL CORP	27.48K	Mar 31, 26	+22.70K	0.05%
CONQUIS FINANCIAL LLC	26.72K	Mar 31, 26	+1.87K	0.05%
Keystone Financial Group	25.66K	Mar 31, 26	+1.74K	0.05%
Topsail Wealth Management, LLC	24.63K	Mar 31, 26	+508	0.05%
HARBOUR INVESTMENTS, INC.	23.02K	Mar 31, 26	+22.78K	0.04%
Fortress Financial Solutions, LLC	22.86K	Mar 31, 26	+5.09K	0.04%
Sanctuary Advisors, LLC	21.48K	Mar 31, 26	+2.43K	0.04%
Retirement Planning Group	20.50K	Mar 31, 26	+2.58K	0.04%
BROWN ADVISORY INC	17.92K	Mar 31, 26	+1.85K	0.03%
RAYMOND JAMES FINANCIAL INC	16.74K	Mar 31, 26	+2.17K	0.03%
SIGNAL TREE FINANCIAL PARTNERS LLC	16.67K	Mar 31, 26	+911	0.03%
Essex Financial Services, Inc.	15.71K	Mar 31, 26	+5.98K	0.03%
Colony Group, LLC	15.38K	Mar 31, 26	+15.38K	0.03%
Resources Investment Advisors, LLC.	14.81K	Mar 31, 26	-262	0.03%
Atria Investments, Inc	14.08K	Mar 31, 26	-117	0.03%
Kovack Advisors, Inc.	14.06K	Mar 31, 26	+14.06K	0.03%
Daner Wealth Management, LLC	10.43K	Mar 31, 26	+208	0.02%
Integrity Wealth Solutions LLC	10.01K	Mar 31, 26	+10.01K	0.02%
Advyzon Investment Management, LLC	8.76K	Mar 31, 26	+1.89K	0.02%
FARMERS TRUST CO	7.67K	Mar 31, 26	--	0.01%
Beacon Pointe Advisors, LLC	7.66K	Mar 31, 26	+7.66K	0.01%
Ashton Thomas Private Wealth, LLC	7.22K	Mar 31, 26	+895	0.01%
Pasadena Private Wealth, LLC	7.07K	Mar 31, 26	+699	0.01%
Cornerstone Advisory, LLC	6.97K	Mar 31, 26	+1.01K	0.01%
Kestra Advisory Services, LLC	6.92K	Mar 31, 26	+5.43K	0.01%
Vanguard National Trust Co	6.75K	Mar 31, 26	+6.75K	0.01%
Linscomb & Williams, Inc.	6.42K	Mar 31, 26	+6.42K	0.01%
MONTAG A & ASSOCIATES INC	6.02K	Mar 31, 26	+1.30K	0.01%
SouthState Corp	5.72K	Mar 31, 26	-4.36K	0.01%
GeoWealth Management, LLC	5.36K	Mar 31, 26	+405	0.01%
Integrated Wealth Concepts LLC	5.32K	Mar 31, 26	+5.32K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	5.14K	Mar 31, 26	-30	0.01%
Partners in Financial Planning	4.88K	Mar 31, 26	+47	0.01%
JPMORGAN CHASE & CO	4.80K	Mar 31, 26	+4.80K	0.01%
MORGAN STANLEY	4.69K	Mar 31, 26	+2.77K	0.01%
CAPTRUST FINANCIAL ADVISORS	4.68K	Mar 31, 26	+378	0.01%
Snowden Capital Advisors LLC	4.46K	Mar 31, 26	+808	0.01%
OPPENHEIMER & CO INC	4.41K	Mar 31, 26	-56	0.01%
SWEENEY & MICHEL, LLC	4.34K	Mar 31, 26	+331	0.01%
Strategic Blueprint, LLC	4.33K	Mar 31, 26	+4.33K	0.01%
HAZLETT, BURT & WATSON, INC.	4.16K	Mar 31, 26	+1.21K	0.01%
Ariadne Wealth Management, LP	3.97K	Mar 31, 26	--	0.01%
AQR CAPITAL MANAGEMENT LLC	3.97K	Mar 31, 26	--	0.01%
Parkside Financial Bank & Trust	3.90K	Mar 31, 26	+120	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	3.88K	Mar 31, 26	+3.88K	0.01%
Canal Capital Management, LLC	3.87K	Mar 31, 26	+3.87K	0.01%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	3.86K	Mar 31, 26	+3.86K	0.01%
CacheTech Inc.	3.84K	Mar 31, 26	+3.84K	0.01%
Creative Planning	3.55K	Mar 31, 26	+3.55K	0.01%
BAKER BOYER NATIONAL BANK	3.26K	Mar 31, 26	--	0.01%
CWS Financial Advisors, LLC	3.22K	Mar 31, 26	-99	0.01%
Ameritas Advisory Services, LLC	3.21K	Mar 31, 26	+3.21K	0.01%
Swisher Financial Concepts, Inc.	3.21K	Mar 31, 26	--	0.01%
Cape Investment Advisory, Inc.	3.15K	Mar 31, 26	-467	0.01%
Wayfinding Financial, LLC	3.10K	Mar 31, 26	--	0.01%
MERCER GLOBAL ADVISORS INC /ADV	2.86K	Mar 31, 26	+2.86K	0.01%
MAGNOLIA CAPITAL ADVISORS LLC	2.73K	Mar 31, 26	+2.73K	0.01%
Stirlingshire Investments, Inc.	2.67K	Mar 31, 26	--	0.01%
CWM, LLC	2.61K	Mar 31, 26	+2.02K	0.01%
RENAISSANCE TECHNOLOGIES LLC	2.60K	Mar 31, 26	+2.60K	0.01%
BANK OF MONTREAL /CAN/	2.13K	Mar 31, 26	--	0.00%
AE Wealth Management LLC	2.05K	Mar 31, 26	-22	0.00%
PRIVATE TRUST CO NA	1.87K	Mar 31, 26	-457	0.00%
Capital Analysts, LLC	1.45K	Mar 31, 26	+10	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	1.19K	Mar 31, 26	+1.19K	0.00%
Glass Jacobson Investment Advisors llc	783	Mar 31, 26	+6	0.00%
SRS Capital Advisors, Inc.	756	Mar 31, 26	-184	0.00%
Capital Investment Advisory Services, LLC	742	Mar 31, 26	+4	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	652	Mar 31, 26	+4	0.00%
Steward Partners Investment Advisory, LLC	646	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	430	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	328	Mar 31, 26	--	0.00%
Tidemark, LLC	270	Mar 31, 26	+270	0.00%
FIFTH THIRD BANCORP	237	Mar 31, 26	+237	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	233	Mar 31, 26	+1	0.00%
Financial Freedom, LLC	217	Mar 31, 26	+217	0.00%
BRYN MAWR TRUST Co	205	Mar 31, 26	--	0.00%
Financial Avengers, Inc.	175	Mar 31, 26	+175	0.00%
Larson Financial Group LLC	115	Mar 31, 26	--	0.00%
Allworth Financial LP	96	Mar 31, 26	+1	0.00%
VANGUARD ADVISERS INC	94	Mar 31, 26	+94	0.00%
CURIO WEALTH, LLC	61	Mar 31, 26	+61	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	51	Mar 31, 26	+51	0.00%
Bernard Wealth Management Corp.	12	Mar 31, 26	--	0.00%
JANE STREET GROUP, LLC	--	Mar 31, 26	-5.53K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-35.88K	--
FLOW TRADERS U.S. LLC	--	Mar 31, 26	-17.25K	--
CI Private Wealth, LLC	--	Mar 31, 26	-7.69K	--
MONETA GROUP INVESTMENT ADVISORS LLC	--	Mar 31, 26	-3.64K	--
Coppell Advisory Solutions LLC	--	Mar 31, 26	-32.08K	--
Keystone Wealth Services, LLC	--	Mar 31, 26	-5.27K	--
Regal Investment Advisors LLC	--	Mar 31, 26	-3.30K	--
ISLAY CAPITAL MANAGEMENT, LLC	--	Mar 31, 26	-265	--
Concorde Asset Management, LLC	--	Mar 31, 26	-2.89K	--
VANGUARD GROUP INC	6.93K	Dec 31, 25	+119	0.01%
SageView Advisory Group, LLC	4.97K	Dec 31, 25	+60	0.01%
Dentgroup LLC	4.83K	Dec 31, 25	+1.29K	0.01%
Global Retirement Partners, LLC	1.46K	Dec 31, 25	-1.11K	0.00%
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

SIGNATUREFD, LLC

5.73M

Jun 30, 26

+281.14K

11.06%

Martel Wealth Advisors Inc

1.67M

Jun 30, 26

+91.83K

3.23%

Verum Partners LLC

1.07M

Jun 30, 26

+662.83K

2.06%

ORRSTOWN FINANCIAL SERVICES INC

894.66K

Jun 30, 26

+10.94K

1.73%

Magnolia Wealth Management, LLC

716.77K

Jun 30, 26

+73.57K

1.38%

Envestnet Portfolio Solutions, Inc.

553.91K

Jun 30, 26

+19.48K

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%

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%

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

438.60K

Jun 30, 26

+57.79K

0.85%

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%

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%

Mallini Complete Financial Planning LLC

370.32K

Jun 30, 26

+370.32K

0.72%

CGN Advisors LLC

334.26K

Jun 30, 26

+13.57K

0.65%

SVB WEALTH LLC

333.95K

Jun 30, 26

+10.74K

0.64%

San Luis Wealth Advisors LLC

317.38K

Jun 30, 26

+30.69K

0.61%

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%

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%

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

248.16K

Jun 30, 26

+23.98K

0.48%

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%

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%

ShankerValleau Wealth Advisors, Inc.

192.79K

Jun 30, 26

+10.76K

0.37%

Barry Investment Advisors, LLC

180.91K

Jun 30, 26

+40.18K

0.35%

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%

GEN Financial Management, INC.

118.70K

Jun 30, 26

+10.20K

0.23%

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%

Hofer & Associates. Inc

100.51K

Jun 30, 26

+4.79K

0.19%

Kings Path Partners LLC

94.81K

Jun 30, 26

+11.84K

0.18%

XY Planning Network, Inc.

94.46K

Jun 30, 26

+94.46K

0.18%

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%

Bogart Wealth, LLC

71.34K

Jun 30, 26

+5.78K

0.14%

Plancorp, LLC

66.48K

Jun 30, 26

+38.28K

0.13%

Echo45 Advisors LLC

63.63K

Jun 30, 26

+5.01K

0.12%

BENJAMIN EDWARDS INC

57.88K

Jun 30, 26

+82

0.11%

Cypress Point Wealth Management, LLC

47.75K

Jun 30, 26

+47.75K

0.09%

FIRST CITIZENS BANK & TRUST CO

40.32K

Jun 30, 26

+1.06K

0.08%

KPP Advisory Services LLC

30.01K

Jun 30, 26

+30.01K

0.06%

Farrell Financial LLC

29.36K

Jun 30, 26

+2.16K

0.06%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

25.58K

Jun 30, 26

-700

0.05%

CRA Financial Services, LLC

18.70K

Jun 30, 26

+145

0.04%

Trellis Wealth Advisors LLC

17.33K

Jun 30, 26

+843

0.03%

Mayflower Financial Advisors, LLC

15.79K

Jun 30, 26

+584

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

15.27K

Jun 30, 26

+4.16K

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%

HARBOR INVESTMENT ADVISORY, LLC

13.35K

Jun 30, 26

+249

0.03%

PFG Advisors

11.77K

Jun 30, 26

+6.68K

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%

Patriot Financial Group Insurance Agency, LLC

7.08K

Jun 30, 26

-5.34K

0.01%

J.W. COLE ADVISORS, INC.

6.26K

Jun 30, 26

+6.26K

0.01%

Physician Wealth Advisors, Inc.

6.02K

Jun 30, 26

+865

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

5.71K

Jun 30, 26

+456

0.01%

PARK AVENUE SECURITIES LLC

5.63K

Jun 30, 26

+298

0.01%

NOVEM GROUP

5.07K

Jun 30, 26

-150

0.01%

SWMG, LLC

4.93K

Jun 30, 26

+318

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%

LRI Investments, LLC

4.48K

Jun 30, 26

+738

0.01%

FCG Investment Co

3.86K

Jun 30, 26

+3.86K

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%

Cape Investment Advisory, Inc.

2.97K

Jun 30, 26

-178

0.01%

Olistico Wealth, LLC

2.29K

Jun 30, 26

-45

0.00%

JFS WEALTH ADVISORS, LLC

1.02K

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%

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%

Golden State Wealth Management, LLC

315

Jun 30, 26

0.00%

Triumph Capital Management

Jun 30, 26

0.00%

D.A. DAVIDSON & CO.

Jun 30, 26

-12.95K

MEMBERS WEALTH LLC

Jun 30, 26

-5.13K

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Jun 30, 26

-6.83K

EWA, LLC

Jun 30, 26

-4.62K

CoreCap Advisors, LLC

Jun 30, 26

-60

HBK Sorce Advisory LLC

11.05M

Mar 31, 26

+1.77M

21.34%

SIGNATUREFD, LLC

5.45M

Mar 31, 26

+411.42K

10.52%

Advance Capital Management, Inc.

3.72M

Mar 31, 26

+432.35K

7.19%

Bank of New York Mellon Corp

3.45M

Mar 31, 26

+3.41M

6.66%

BANK OF AMERICA CORP /DE/

2.43M

Mar 31, 26

+411.03K

4.68%

NEPC LLC

2.33M

Mar 31, 26

+2.33M

4.50%

FORVIS Wealth Advisors, LLC

2.05M

Mar 31, 26

+337.58K

3.96%

ASSETMARK, INC

1.38M

Mar 31, 26

+24.27K

2.67%

Diversified Portfolios, Inc.

1.19M

Mar 31, 26

+65.20K

2.31%

Smith & Howard Wealth Management, LLC

1.09M

Mar 31, 26

+70.11K

2.10%

LPL Financial LLC

1.06M

Mar 31, 26

+137.91K

2.06%

Financial Engines Advisors L.L.C.

982.68K

Mar 31, 26

+53.39K

1.90%

BLB&B Advisors, LLC

955.43K

Mar 31, 26

+82.70K

1.85%

ALERUS FINANCIAL NA

948.78K

Mar 31, 26

+11.83K

1.83%

Brinker Capital Investments, LLC

891.84K

Mar 31, 26

-58.26K

1.72%

Heartland Bank & Trust Co

823.65K

Mar 31, 26

+823.65K

1.59%

ENVESTNET ASSET MANAGEMENT INC

628.02K

Mar 31, 26

+69.03K

1.21%

BOK Financial Private Wealth, Inc.

610.67K

Mar 31, 26

+610.67K

1.18%

New England Capital Financial Advisors LLC

590.87K

Mar 31, 26

+526.08K

1.14%

Tilson Financial Group, Inc.

559.75K

Mar 31, 26

+42.19K

1.08%

Zhang Financial LLC

525.36K

Mar 31, 26

+286.50K

1.01%

TCG Advisory Services, LLC

513.21K

Mar 31, 26

+73.08K

0.99%

Tull Financial Group, Inc.

482.04K

Mar 31, 26

+6.14K

0.93%

Meeder Advisory Services, Inc.

453.08K

Mar 31, 26

+21.01K

0.88%

Alaethes Wealth LLC

413.11K

Mar 31, 26

+6.01K

0.80%

Schoolcraft Capital LLC

405.40K

Mar 31, 26

+18.39K

0.78%

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

380.82K

Mar 31, 26

+265.22K

0.74%

SoundView Advisors Inc.

380.46K

Mar 31, 26

+380.46K

0.73%

Momentous Wealth Management, Inc.

380.07K

Mar 31, 26

+11.82K

0.73%

COMMONWEALTH EQUITY SERVICES, LLC

377.77K

Mar 31, 26

+163.44K

0.73%

Mariner, LLC

359.63K

Mar 31, 26

-8

0.69%

NewEdge Wealth, LLC

350.85K

Mar 31, 26

+20.65K

0.68%

BCR Wealth Strategies, LLC

343.08K

Mar 31, 26

+38.16K

0.66%

Cornerstone Wealth Group, LLC

332.72K

Mar 31, 26

+30.15K

0.64%

McIlrath & Eck, LLC

307.24K

Mar 31, 26

+82.88K

0.59%

NorthLanding Financial Partners, LLC

275.16K

Mar 31, 26

+137.75K

0.53%

WELLS FARGO & COMPANY/MN

253.05K

Mar 31, 26

+212.33K

0.49%

Foundations Investment Advisors, LLC

251.33K

Mar 31, 26

+32.87K

0.49%

D'Orazio & Associates, Inc.

244.64K

Mar 31, 26

+38.74K

0.47%

SCOTIA CAPITAL INC.

240.10K

Mar 31, 26

+2.28K

0.46%

Blume Capital Management, Inc.

231.85K

Mar 31, 26

+200.21K

0.45%

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

224.17K

Mar 31, 26

+9.07K

0.43%

HighTower Advisors, LLC

191.74K

Mar 31, 26

+6.72K

0.37%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

178.86K

Mar 31, 26

+178.86K

0.35%

Addison Advisors LLC

176.47K

Mar 31, 26

+10.57K

0.34%

Chicago Partners Investment Group LLC

174.04K

Mar 31, 26

+29.65K

0.34%

Financial Network Wealth Management LLC

172.75K

Mar 31, 26

+1.29K

0.33%

ROYAL BANK OF CANADA

169.17K

Mar 31, 26

+93.74K

0.33%

CFO4Life Group, LLC

165.87K

Mar 31, 26

+2.56K

0.32%

Private Advisor Group, LLC

164.69K

Mar 31, 26

+21.13K

0.32%

INVENIO WEALTH PARTNERS LLC

163.64K

Mar 31, 26

+2.24K

0.32%

TFO-TDC, LLC

140.48K

Mar 31, 26

+88.52K

0.27%

PRINCIPAL SECURITIES, INC.

134.99K

Mar 31, 26

+3.56K

0.26%

NewEdge Advisors, LLC

133.24K

Mar 31, 26

+11.03K

0.26%

Strategic Family Wealth Counselors, L.L.C.

127.50K

Mar 31, 26

+18.89K

0.25%

Kaizen Financial Strategies

127.05K

Mar 31, 26

-2.07K

0.25%

Gutierrez Wealth Advisory, LLC

124.73K

Mar 31, 26

+2.97K

0.24%

CreativeOne Wealth, LLC

121.75K

Mar 31, 26

+22.92K

0.24%

TRUIST FINANCIAL CORP

120.76K

Mar 31, 26

+5.50K

0.23%

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

120.40K

Mar 31, 26

+29.28K

0.23%

GEN Financial Management, INC.

108.51K

Mar 31, 26

+5.87K

0.21%

Tandem Investment Partners LLC

104.07K

Mar 31, 26

+9.24K

0.20%

Cetera Investment Advisers

102.70K

Mar 31, 26

+9.65K

0.20%

MML INVESTORS SERVICES, LLC

102.28K

Mar 31, 26

+23.99K

0.20%

Cambridge Investment Research Advisors, Inc.

98.35K

Mar 31, 26

+5.03K

0.19%

Main Line Retirement Advisors, LLC

94.73K

Mar 31, 26

+906

0.18%

GRAND WEALTH MANAGEMENT, LLC

91.46K

Mar 31, 26

+9.99K

0.18%

BOSTON FAMILY OFFICE LLC

89.43K

Mar 31, 26

+17.80K

0.17%

Breakwater Investment Management

85.10K

Mar 31, 26

+792

0.16%

Galvin, Gaustad & Stein, LLC

85.00K

Mar 31, 26

+5.82K

0.16%

Pinion Investment Advisors, LLC

84.77K

Mar 31, 26

-787

0.16%

Greenwich Wealth Management LLC

73.82K

Mar 31, 26

-15.19K

0.14%

Buckingham Strategic Partners

70.33K

Mar 31, 26

+70.33K

0.14%

Summit Financial, LLC

66.83K

Mar 31, 26

+511

0.13%

Bogart Wealth, LLC

65.56K

Mar 31, 26

+5.09K

0.13%

VICTORY FINANCIAL GROUP, LLC

63.50K

Mar 31, 26

+4.15K

0.12%

Baer Investment Advisory LLC

63.50K

Mar 31, 26

+63.50K

0.12%

Savvy Advisors, Inc.

58.08K

Mar 31, 26

+22.66K

0.11%

Cerity Partners LLC

56.78K

Mar 31, 26

+8.34K

0.11%

GOLDMAN SACHS GROUP INC

54.93K

Mar 31, 26

+42.08K

0.11%

Nicholas Hoffman & Company, LLC.

51.67K

Mar 31, 26

+6.29K

0.10%

Ethos Financial Group, LLC

48.53K

Mar 31, 26

-47.79K

0.09%

PROSPERITY BANCSHARES INC

47.06K

Mar 31, 26

+19.47K

0.09%

Lynx Investment Advisory

44.83K

Mar 31, 26

+10.88K

0.09%

Elite Life Management LLC

41.86K

Mar 31, 26

-5.12K

0.08%

Stonebridge Financial Planning Group, LLC

40.13K

Mar 31, 26

+36.12K

0.08%

Concurrent Investment Advisors, LLC

36.91K

Mar 31, 26

+14.36K

0.07%

ADVISOR GROUP HOLDINGS, INC.

35.06K

Mar 31, 26

-234

0.07%

TD Capital Management LLC

31.73K

Mar 31, 26

+6.88K

0.06%

Ausdal Financial Partners, Inc.

29.91K

Mar 31, 26

+1.04K

0.06%

Sentinus, LLC

27.92K

Mar 31, 26

-2.35K

0.05%

MCF Advisors LLC

27.53K

Mar 31, 26

+1.26K

0.05%

STIFEL FINANCIAL CORP

27.48K

Mar 31, 26

+22.70K

0.05%

CONQUIS FINANCIAL LLC

26.72K

Mar 31, 26

+1.87K

0.05%

Keystone Financial Group

25.66K

Mar 31, 26

+1.74K

0.05%

Topsail Wealth Management, LLC

24.63K

Mar 31, 26

+508

0.05%

HARBOUR INVESTMENTS, INC.

23.02K

Mar 31, 26

+22.78K

0.04%

Fortress Financial Solutions, LLC

22.86K

Mar 31, 26

+5.09K

0.04%

Sanctuary Advisors, LLC

21.48K

Mar 31, 26

+2.43K

0.04%

Retirement Planning Group

20.50K

Mar 31, 26

+2.58K

0.04%

BROWN ADVISORY INC

17.92K

Mar 31, 26

+1.85K

0.03%

RAYMOND JAMES FINANCIAL INC

16.74K

Mar 31, 26

+2.17K

0.03%

SIGNAL TREE FINANCIAL PARTNERS LLC

16.67K

Mar 31, 26

+911

0.03%

Essex Financial Services, Inc.

15.71K

Mar 31, 26

+5.98K

0.03%

Colony Group, LLC

15.38K

Mar 31, 26

+15.38K

0.03%

Resources Investment Advisors, LLC.

14.81K

Mar 31, 26

-262

0.03%

Atria Investments, Inc

14.08K

Mar 31, 26

-117

0.03%

Kovack Advisors, Inc.

14.06K

Mar 31, 26

+14.06K

0.03%

Daner Wealth Management, LLC

10.43K

Mar 31, 26

+208

0.02%

Integrity Wealth Solutions LLC

10.01K

Mar 31, 26

+10.01K

0.02%

Advyzon Investment Management, LLC

8.76K

Mar 31, 26

+1.89K

0.02%

FARMERS TRUST CO

7.67K

Mar 31, 26

0.01%

Beacon Pointe Advisors, LLC

7.66K

Mar 31, 26

+7.66K

0.01%

Ashton Thomas Private Wealth, LLC

7.22K

Mar 31, 26

+895

0.01%

Pasadena Private Wealth, LLC

7.07K

Mar 31, 26

+699

0.01%

Cornerstone Advisory, LLC

6.97K

Mar 31, 26

+1.01K

0.01%

Kestra Advisory Services, LLC

6.92K

Mar 31, 26

+5.43K

0.01%

Vanguard National Trust Co

6.75K

Mar 31, 26

+6.75K

0.01%

Linscomb & Williams, Inc.

6.42K

Mar 31, 26

+6.42K

0.01%

MONTAG A & ASSOCIATES INC

6.02K

Mar 31, 26

+1.30K

0.01%

SouthState Corp

5.72K

Mar 31, 26

-4.36K

0.01%

GeoWealth Management, LLC

5.36K

Mar 31, 26

+405

0.01%

Integrated Wealth Concepts LLC

5.32K

Mar 31, 26

+5.32K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

5.14K

Mar 31, 26

-30

0.01%

Partners in Financial Planning

4.88K

Mar 31, 26

+47

0.01%

JPMORGAN CHASE & CO

4.80K

Mar 31, 26

+4.80K

0.01%

MORGAN STANLEY

4.69K

Mar 31, 26

+2.77K

0.01%

CAPTRUST FINANCIAL ADVISORS

4.68K

Mar 31, 26

+378

0.01%

Snowden Capital Advisors LLC

4.46K

Mar 31, 26

+808

0.01%

OPPENHEIMER & CO INC

4.41K

Mar 31, 26

-56

0.01%

SWEENEY & MICHEL, LLC

4.34K

Mar 31, 26

+331

0.01%

Strategic Blueprint, LLC

4.33K

Mar 31, 26

+4.33K

0.01%

HAZLETT, BURT & WATSON, INC.

4.16K

Mar 31, 26

+1.21K

0.01%

Ariadne Wealth Management, LP

3.97K

Mar 31, 26

0.01%

AQR CAPITAL MANAGEMENT LLC

3.97K

Mar 31, 26

0.01%

Parkside Financial Bank & Trust

3.90K

Mar 31, 26

+120

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

3.88K

Mar 31, 26

+3.88K

0.01%

Canal Capital Management, LLC

3.87K

Mar 31, 26

+3.87K

0.01%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

3.86K

Mar 31, 26

+3.86K

0.01%

CacheTech Inc.

3.84K

Mar 31, 26

+3.84K

0.01%

Creative Planning

3.55K

Mar 31, 26

+3.55K

0.01%

BAKER BOYER NATIONAL BANK

3.26K

Mar 31, 26

0.01%

CWS Financial Advisors, LLC

3.22K

Mar 31, 26

-99

0.01%

Ameritas Advisory Services, LLC

3.21K

Mar 31, 26

+3.21K

0.01%

Swisher Financial Concepts, Inc.

3.21K

Mar 31, 26

0.01%

Cape Investment Advisory, Inc.

3.15K

Mar 31, 26

-467

0.01%

Wayfinding Financial, LLC

3.10K

Mar 31, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

2.86K

Mar 31, 26

+2.86K

0.01%

MAGNOLIA CAPITAL ADVISORS LLC

2.73K

Mar 31, 26

+2.73K

0.01%

Stirlingshire Investments, Inc.

2.67K

Mar 31, 26

0.01%

CWM, LLC

2.61K

Mar 31, 26

+2.02K

0.01%

RENAISSANCE TECHNOLOGIES LLC

2.60K

Mar 31, 26

+2.60K

0.01%

BANK OF MONTREAL /CAN/

2.13K

Mar 31, 26

0.00%

AE Wealth Management LLC

2.05K

Mar 31, 26

-22

0.00%

PRIVATE TRUST CO NA

1.87K

Mar 31, 26

-457

0.00%

Capital Analysts, LLC

1.45K

Mar 31, 26

+10

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

1.19K

Mar 31, 26

+1.19K

0.00%

Glass Jacobson Investment Advisors llc

783

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

756

Mar 31, 26

-184

0.00%

Capital Investment Advisory Services, LLC

742

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

652

Mar 31, 26

0.00%

Steward Partners Investment Advisory, LLC

646

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

430

Mar 31, 26

0.00%

Ancora Advisors, LLC

328

Mar 31, 26

0.00%

Tidemark, LLC

270

Mar 31, 26

+270

0.00%

FIFTH THIRD BANCORP

237

Mar 31, 26

+237

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

233

Mar 31, 26

0.00%

Financial Freedom, LLC

217

Mar 31, 26

+217

0.00%

BRYN MAWR TRUST Co

205

Mar 31, 26

0.00%

Financial Avengers, Inc.

175

Mar 31, 26

+175

0.00%

Larson Financial Group LLC

115

Mar 31, 26

0.00%

Allworth Financial LP

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

Mar 31, 26

+94

0.00%

CURIO WEALTH, LLC

Mar 31, 26

+61

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

+51

0.00%

Bernard Wealth Management Corp.

Mar 31, 26

0.00%

JANE STREET GROUP, LLC

Mar 31, 26

-5.53K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-35.88K

FLOW TRADERS U.S. LLC

Mar 31, 26

-17.25K

CI Private Wealth, LLC

Mar 31, 26

-7.69K

MONETA GROUP INVESTMENT ADVISORS LLC

Mar 31, 26

-3.64K

Coppell Advisory Solutions LLC

Mar 31, 26

-32.08K

Keystone Wealth Services, LLC

Mar 31, 26

-5.27K

Regal Investment Advisors LLC

Mar 31, 26

-3.30K

ISLAY CAPITAL MANAGEMENT, LLC

Mar 31, 26

-265

Concorde Asset Management, LLC

Mar 31, 26

-2.89K

VANGUARD GROUP INC

6.93K

Dec 31, 25

+119

0.01%

SageView Advisory Group, LLC

4.97K

Dec 31, 25

+60

0.01%

Dentgroup LLC

4.83K

Dec 31, 25

+1.29K

0.01%

Global Retirement Partners, LLC

1.46K

Dec 31, 25

-1.11K

0.00%

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