Vanguard S&P Small-Cap 600 Value ETF(VIOV)

$117.48—Stale · unknown old

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Vanguard S&P Small-Cap 600 Value ETF(VIOV)

NYSE • Last print unknown ago

$117.48—Stale · unknown old

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VIOV(VIOV)

VIOV

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Institutional Ownership

Top 301 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	373.69K	Jun 30, 26	-16.30K	2.21%
UBS Group AG	298.89K	Jun 30, 26	-1.25K	1.77%
ASPIRIANT, LLC	296.03K	Jun 30, 26	-10.71K	1.75%
N.E.W. Advisory Services LLC	267.58K	Jun 30, 26	-29.14K	1.58%
Savant Capital, LLC	265.30K	Jun 30, 26	+146.18K	1.57%
Concurrent Investment Advisors, LLC	201.77K	Jun 30, 26	+9.10K	1.19%
WELLINGTON MANAGEMENT GROUP LLP	152.70K	Jun 30, 26	-10.02K	0.90%
BANK OF AMERICA CORP /DE/	152.40K	Jun 30, 26	+7.35K	0.90%
CAPITAL ADVISORS INC/OK	151.02K	Jun 30, 26	+226	0.89%
Gallagher Fiduciary Advisors, LLC	148.53K	Jun 30, 26	+3.84K	0.88%
Atria Investments, Inc	146.68K	Jun 30, 26	+4.19K	0.87%
Cannon Financial Strategists, Inc.	145.84K	Jun 30, 26	-3.23K	0.86%
LPL Financial LLC	138.50K	Jun 30, 26	+9.15K	0.82%
One Day In July LLC	125.54K	Jun 30, 26	-5.44K	0.74%
Integrated Investment Consultants, LLC	122.41K	Jun 30, 26	-1.06K	0.72%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	119.07K	Jun 30, 26	+649	0.71%
FIRST MANHATTAN CO. LLC.	117.61K	Jun 30, 26	-1.14K	0.70%
SYM FINANCIAL Corp	114.52K	Jun 30, 26	-2.14K	0.68%
SILVERCREST ASSET MANAGEMENT GROUP LLC	106.44K	Jun 30, 26	-9.86K	0.63%
RIVERSEDGE ADVISORS, LLC	98.93K	Jun 30, 26	-1.31K	0.59%
Legend Financial Advisors, Inc.	98.73K	Jun 30, 26	-1.07K	0.58%
ADVISOR GROUP HOLDINGS, INC.	96.61K	Jun 30, 26	-1.78K	0.57%
ROYAL BANK OF CANADA	91.92K	Jun 30, 26	+2.95K	0.54%
Mokosak Advisory Group, LLC	91.68K	Jun 30, 26	-3.39K	0.54%
Silver Oak Advisory Group, Inc.	88.00K	Jun 30, 26	+314	0.52%
First Bank & Trust	78.42K	Jun 30, 26	--	0.46%
BALANCED WEALTH GROUP LLC	73.98K	Jun 30, 26	+73.98K	0.44%
Pathstone Holdings, LLC	66.99K	Jun 30, 26	+1.58K	0.40%
WELLS FARGO & COMPANY/MN	64.53K	Jun 30, 26	+4.92K	0.38%
Cambridge Investment Research Advisors, Inc.	61.65K	Jun 30, 26	+466	0.37%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	60.53K	Jun 30, 26	-661	0.36%
Mutual Advisors, LLC	59.92K	Jun 30, 26	+3.08K	0.35%
ENVESTNET ASSET MANAGEMENT INC	55.91K	Jun 30, 26	-11.59K	0.33%
Prime Buchholz LLC	54.41K	Jun 30, 26	+54.41K	0.32%
RAYMOND JAMES FINANCIAL INC	54.30K	Jun 30, 26	-6.75K	0.32%
D.A. DAVIDSON & CO.	52.88K	Jun 30, 26	+503	0.31%
MidFirst Bank	52.79K	Jun 30, 26	-48	0.31%
Hegarty Advisors, LLC	42.26K	Jun 30, 26	+2.46K	0.25%
EVERGREEN CAPITAL MANAGEMENT LLC	41.30K	Jun 30, 26	-15	0.24%
Global Retirement Partners, LLC	40.71K	Jun 30, 26	+40.71K	0.24%
RFG HOLDINGS, INC.	40.44K	Jun 30, 26	+908	0.24%
AMERIPRISE FINANCIAL INC	37.13K	Jun 30, 26	-176	0.22%
SILVERLAKE WEALTH MANAGEMENT LLC	34.91K	Jun 30, 26	-284	0.21%
BRANDYWINE OAK PRIVATE WEALTH LLC	33.59K	Jun 30, 26	+14	0.20%
Mariner, LLC	33.54K	Jun 30, 26	+1.26K	0.20%
SAXON INTERESTS, INC.	32.55K	Jun 30, 26	+63	0.19%
SUMMIT WEALTH GROUP LLC / CO	31.03K	Jun 30, 26	+2.94K	0.18%
TWO SIGMA INVESTMENTS, LP	29.94K	Jun 30, 26	+29.94K	0.18%
Code Waechter LLC	29.86K	Jun 30, 26	-46.22K	0.18%
Cambridge Financial Group, LLC	29.19K	Jun 30, 26	-298	0.17%
Red Door Wealth Management, LLC	27.99K	Jun 30, 26	+10	0.17%
EP Wealth Advisors, LLC	25.56K	Jun 30, 26	+478	0.15%
Pensionmark Financial Group, LLC	25.34K	Jun 30, 26	--	0.15%
JPMORGAN CHASE & CO	24.84K	Jun 30, 26	+46	0.15%
Inman Jager Wealth Management, LLC	24.49K	Jun 30, 26	+9	0.15%
MONETA GROUP INVESTMENT ADVISORS LLC	24.20K	Jun 30, 26	-1.15K	0.14%
Diversified Enterprises, LLC	24.11K	Jun 30, 26	+2.69K	0.14%
COMMONWEALTH EQUITY SERVICES, LLC	22.15K	Jun 30, 26	-3.20K	0.13%
STUDIO INVESTMENT MANAGEMENT LLC	22.07K	Jun 30, 26	-488	0.13%
Veratis Advisors, Inc.	20.46K	Jun 30, 26	+20.46K	0.12%
Spire Wealth Management	20.28K	Jun 30, 26	+514	0.12%
CIBC Bancorp USA Inc.	19.48K	Jun 30, 26	--	0.12%
BROWN ADVISORY INC	17.92K	Jun 30, 26	-95	0.11%
AMERICAN FINANCIAL & TAX STRATEGIES INC	17.85K	Jun 30, 26	--	0.11%
Evensky & Katz LLC	17.42K	Jun 30, 26	-1.64K	0.10%
Cetera Investment Advisers	16.86K	Jun 30, 26	+130	0.10%
Ackerman Capital Advisors, LLC	16.86K	Jun 30, 26	-266	0.10%
St. Louis Trust Co	16.30K	Jun 30, 26	--	0.10%
Miracle Mile Advisors, LLC	16.23K	Jun 30, 26	--	0.10%
Private Advisor Group, LLC	15.48K	Jun 30, 26	+352	0.09%
Wellington Grp LLC	12.85K	Jun 30, 26	-4	0.08%
Naviter Wealth, LLC	12.81K	Jun 30, 26	--	0.08%
Cerity Partners LLC	12.79K	Jun 30, 26	+1.91K	0.08%
MML INVESTORS SERVICES, LLC	12.63K	Jun 30, 26	+846	0.07%
ASSETMARK, INC	12.59K	Jun 30, 26	+2.66K	0.07%
Financial Strategies Group, Inc.	12.56K	Jun 30, 26	-485	0.07%
Wealth Architects, LLC	12.07K	Jun 30, 26	--	0.07%
Rodgers & Associates, LTD	11.29K	Jun 30, 26	-777	0.07%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	11.12K	Jun 30, 26	-96	0.07%
CI Private Wealth, LLC	11.07K	Jun 30, 26	-73	0.07%
PACIFIC SUN FINANCIAL CORP	11.02K	Jun 30, 26	+140	0.07%
Junk Investment Group, LLC	10.68K	Jun 30, 26	+1	0.06%
FAMILY WEALTH PARTNERS, LLC	10.53K	Jun 30, 26	-26	0.06%
Betterment LLC	10.19K	Jun 30, 26	+625	0.06%
Banco BTG Pactual S.A.	10.16K	Jun 30, 26	+7.58K	0.06%
PHILLIPS FINANCIAL MANAGEMENT, LLC	10.11K	Jun 30, 26	-984	0.06%
FLOW TRADERS U.S. LLC	10.06K	Jun 30, 26	+3.84K	0.06%
Waverly Advisors, LLC	9.37K	Jun 30, 26	+11	0.06%
CIBC WORLD MARKET INC.	9.27K	Jun 30, 26	-10.39K	0.05%
Janney Montgomery Scott LLC	9.25K	Jun 30, 26	-34	0.05%
HB Wealth Management, LLC	8.67K	Jun 30, 26	--	0.05%
Colony Group, LLC	8.29K	Jun 30, 26	-220	0.05%
JONES FINANCIAL COMPANIES LLLP	8.18K	Jun 30, 26	+2.10K	0.05%
BAILARD, INC.	8.17K	Jun 30, 26	--	0.05%
Resources Investment Advisors, LLC.	7.88K	Jun 30, 26	-468	0.05%
Relyea Zuckerberg Hanson LLC	7.48K	Jun 30, 26	-93	0.04%
AQR CAPITAL MANAGEMENT LLC	7.46K	Jun 30, 26	+1.44K	0.04%
Bruce G. Allen Investments, LLC	7.08K	Jun 30, 26	+4.39K	0.04%
Envestnet Portfolio Solutions, Inc.	7.06K	Jun 30, 26	-3.58K	0.04%
FIFTH THIRD SECURITIES, INC.	7.04K	Jun 30, 26	--	0.04%
Stokes Family Office, LLC	7.01K	Jun 30, 26	-325	0.04%
Hardin Capital Partners, LLC	6.65K	Jun 30, 26	+2.84K	0.04%
Employees' Retirement Fund of the City of Fort Worth	6.59K	Jun 30, 26	-7.78K	0.04%
Creative Planning	6.58K	Jun 30, 26	+10	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	6.45K	Jun 30, 26	-858	0.04%
Genesee Capital Advisors, LLC	6.43K	Jun 30, 26	--	0.04%
Diversified Trust Co	6.38K	Jun 30, 26	--	0.04%
Buckingham Strategic Partners	5.95K	Jun 30, 26	-5.82K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	5.84K	Jun 30, 26	-1.39K	0.03%
Adviser Investments LLC	5.82K	Jun 30, 26	--	0.03%
Vise Technologies, Inc.	5.81K	Jun 30, 26	-310	0.03%
Kestra Advisory Services, LLC	5.78K	Jun 30, 26	+653	0.03%
FIFTH THIRD BANCORP	5.71K	Jun 30, 26	--	0.03%
KEYVANTAGE WEALTH, LLC	5.68K	Jun 30, 26	-749	0.03%
HighTower Advisors, LLC	5.64K	Jun 30, 26	-2.35K	0.03%
FMR LLC	5.60K	Jun 30, 26	+687	0.03%
Farther Finance Advisors, LLC	5.14K	Jun 30, 26	-162	0.03%
PFG Investments, LLC	5.02K	Jun 30, 26	+5.02K	0.03%
Integrated Capital Management, LLC	4.82K	Jun 30, 26	-501	0.03%
Advisor Resource Council	4.80K	Jun 30, 26	+4.80K	0.03%
Valmark Advisers, Inc.	4.55K	Jun 30, 26	-197	0.03%
Equitable Holdings, Inc.	4.52K	Jun 30, 26	--	0.03%
Icon Wealth Advisors, LLC	4.44K	Jun 30, 26	--	0.03%
Vestmark Advisory Solutions, Inc.	4.41K	Jun 30, 26	+279	0.03%
ZACKS INVESTMENT MANAGEMENT	4.33K	Jun 30, 26	+4.33K	0.03%
Rockbridge Investment Management, LCC	4.26K	Jun 30, 26	--	0.03%
Sierra Capital LLC	4.26K	Jun 30, 26	+2	0.03%
Beaird Harris Wealth Management, LLC	4.12K	Jun 30, 26	+16	0.02%
Sigma Planning Corp	4.12K	Jun 30, 26	+10	0.02%
MOSAIC FAMILY WEALTH PARTNERS, LLC	3.99K	Jun 30, 26	+9	0.02%
Brand Asset Management Group, Inc.	3.88K	Jun 30, 26	+16	0.02%
Stone Point Wealth LLC	3.67K	Jun 30, 26	-19	0.02%
Heartwood Wealth Advisors LLC	3.51K	Jun 30, 26	+628	0.02%
TruNorth Capital Management, LLC	3.41K	Jun 30, 26	--	0.02%
Briggs Wealth Management, Inc	3.33K	Jun 30, 26	+3.33K	0.02%
BHK Investment Advisors, LLC	3.20K	Jun 30, 26	--	0.02%
INSIGHT 2811, INC.	3.18K	Jun 30, 26	+10	0.02%
BRIGHTON JONES LLC	3.14K	Jun 30, 26	+13	0.02%
Carrera Capital Advisors	3.13K	Jun 30, 26	+3.13K	0.02%
Bragg Financial Advisors, Inc	3.03K	Jun 30, 26	-100	0.02%
FAS Wealth Partners, Inc.	3.00K	Jun 30, 26	+4	0.02%
BARRETT & COMPANY, INC.	2.98K	Jun 30, 26	--	0.02%
CITIGROUP INC	2.97K	Jun 30, 26	+2.39K	0.02%
STEPHENS INC /AR/	2.91K	Jun 30, 26	--	0.02%
OneAscent Financial Services LLC	2.75K	Jun 30, 26	+20	0.02%
COZAD ASSET MANAGEMENT INC	2.55K	Jun 30, 26	--	0.02%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	2.44K	Jun 30, 26	--	0.01%
Apella Capital, LLC	2.39K	Jun 30, 26	--	0.01%
GWN SECURITIES INC.	2.37K	Jun 30, 26	+10	0.01%
NewEdge Advisors, LLC	2.29K	Jun 30, 26	+2.29K	0.01%
StoneX Group Inc.	2.28K	Jun 30, 26	-10	0.01%
FIDELITY D & D BANCORP INC	2.28K	Jun 30, 26	+123	0.01%
CAHILL FINANCIAL ADVISORS INC	2.25K	Jun 30, 26	+9	0.01%
Breakwater Capital Group	2.19K	Jun 30, 26	+32	0.01%
Altrius Capital Management Inc	2.19K	Jun 30, 26	+3	0.01%
Genesis Financial Group, LLC	2.14K	Jun 30, 26	+5	0.01%
SRS Capital Advisors, Inc.	2.12K	Jun 30, 26	+2.12K	0.01%
Saxony Capital Management, LLC	2.08K	Jun 30, 26	-116	0.01%
Passive Capital Management, LLC.	2.06K	Jun 30, 26	--	0.01%
LOWERY THOMAS, LLC	2.04K	Jun 30, 26	+2.04K	0.01%
Sequoia Financial Advisors, LLC	2.00K	Jun 30, 26	--	0.01%
BlackRock, Inc.	2.00K	Jun 30, 26	--	0.01%
Asset Dedication, LLC	2.00K	Jun 30, 26	+947	0.01%
Stratos Wealth Partners, LTD.	1.99K	Jun 30, 26	-23	0.01%
Atomi Financial Group, Inc.	1.91K	Jun 30, 26	+1.91K	0.01%
IFG Advisors, LLC	1.89K	Jun 30, 26	+1.89K	0.01%
LaSalle St. Investment Advisors, LLC	1.88K	Jun 30, 26	+1.88K	0.01%
CENTAURUS FINANCIAL, INC.	1.87K	Jun 30, 26	+103	0.01%
Rockefeller Capital Management L.P.	1.87K	Jun 30, 26	+5	0.01%
YARGER WEALTH STRATEGIES, LLC	1.84K	Jun 30, 26	+1.84K	0.01%
Rehmann Capital Advisory Group	1.79K	Jun 30, 26	+1.79K	0.01%
Sage Mountain Advisors LLC	1.76K	Jun 30, 26	--	0.01%
CALIBER WEALTH MANAGEMENT, LLC / KS	1.76K	Jun 30, 26	+1.76K	0.01%
Bernicke Wealth Management, Ltd.	1.75K	Jun 30, 26	+1.75K	0.01%
Barnes Wealth Management Group, Inc	1.74K	Jun 30, 26	+1.74K	0.01%
Aspect Partners, LLC	1.60K	Jun 30, 26	--	0.01%
Rialto Wealth Management, LLC	1.52K	Jun 30, 26	--	0.01%
MERCER GLOBAL ADVISORS INC /ADV	1.26K	Jun 30, 26	+1.26K	0.01%
VALLEY NATIONAL ADVISERS INC	1.25K	Jun 30, 26	-34	0.01%
Continuum Advisory, LLC	1.22K	Jun 30, 26	+1.22K	0.01%
AMERIFLEX GROUP, INC.	1.20K	Jun 30, 26	-4	0.01%
Cornerstone Financial Management LLC	1.16K	Jun 30, 26	--	0.01%
Aptus Capital Advisors, LLC	1.07K	Jun 30, 26	--	0.01%
VANGUARD ADVISERS INC	1.07K	Jun 30, 26	-29	0.01%
Noble Wealth Management PBC	891	Jun 30, 26	--	0.01%
RMG Wealth Management LLC	821	Jun 30, 26	+821	0.00%
HARBOUR INVESTMENTS, INC.	810	Jun 30, 26	+118	0.00%
Triumph Capital Management	807	Jun 30, 26	--	0.00%
Hurley Capital, LLC	734	Jun 30, 26	--	0.00%
Salomon & Ludwin, LLC	693	Jun 30, 26	-30	0.00%
Glass Jacobson Investment Advisors llc	519	Jun 30, 26	+35	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	495	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	360	Jun 30, 26	--	0.00%
Birchwood Financial Partners, Inc.	349	Jun 30, 26	+1	0.00%
BROWN BROTHERS HARRIMAN & CO	348	Jun 30, 26	--	0.00%
SJS Investment Consulting Inc.	343	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	340	Jun 30, 26	--	0.00%
TD PRIVATE CLIENT WEALTH LLC	326	Jun 30, 26	-2.31K	0.00%
CoreCap Advisors, LLC	324	Jun 30, 26	--	0.00%
Capital Investment Advisory Services, LLC	294	Jun 30, 26	+256	0.00%
Highland Investment Advisors LLC	265	Jun 30, 26	+265	0.00%
Smartleaf Asset Management LLC	246	Jun 30, 26	--	0.00%
FIDUCIARY ADVISORS, INC.	237	Jun 30, 26	+1	0.00%
JFS WEALTH ADVISORS, LLC	216	Jun 30, 26	--	0.00%
Glen Eagle Advisors, LLC	201	Jun 30, 26	+1	0.00%
Markowski Investments	180	Jun 30, 26	+180	0.00%
PlanVest Financial, Inc	166	Jun 30, 26	+44	0.00%
Russell Investments Group, Ltd.	136	Jun 30, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	114	Jun 30, 26	--	0.00%
TD Waterhouse Canada Inc.	90	Jun 30, 26	--	0.00%
Financial Management Professionals, Inc.	82	Jun 30, 26	--	0.00%
Caldwell Trust Co	80	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	80	Jun 30, 26	+80	0.00%
SBI Securities Co., Ltd.	79	Jun 30, 26	--	0.00%
BESSEMER GROUP INC	58	Jun 30, 26	+58	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	53	Jun 30, 26	--	0.00%
IFG Advisory, LLC	36	Jun 30, 26	+36	0.00%
Morton Brown Family Wealth, LLC	28	Jun 30, 26	--	0.00%
Concord Wealth Partners	14	Jun 30, 26	+14	0.00%
Richardson Capital Management LLC	13	Jun 30, 26	--	0.00%
Horizon Investments, LLC	5	Jun 30, 26	-5	0.00%
Atlantic Union Bankshares Corp	2	Jun 30, 26	--	0.00%
AFFINITY WEALTH LLC	2	Jun 30, 26	--	0.00%
Western Wealth Management, LLC	--	Jun 30, 26	-386	--
UBS ASSET MANAGEMENT AMERICAS INC	--	Jun 30, 26	-186	--
Wright Fund Management, LLC	--	Jun 30, 26	-10.56K	--
Simplicity Wealth,LLC	--	Jun 30, 26	-3.73K	--
Independent Advisor Alliance	--	Jun 30, 26	-51.95K	--
AdvisorNet Financial, Inc	--	Jun 30, 26	-209	--
Advisory Services Network, LLC	--	Jun 30, 26	-2	--
Triad Wealth Partners, LLC	--	Jun 30, 26	-6.50K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-3.06K	--
MAI Capital Management	--	Jun 30, 26	-175	--
TopTier Wealth Management, LLC	--	Jun 30, 26	-1.39K	--
Vermillion Wealth Management, Inc.	--	Jun 30, 26	-17	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-24	--
Root Financial Partners, LLC	--	Jun 30, 26	-781	--
Financial Freedom, LLC	--	Jun 30, 26	-258	--
Medallion Wealth Advisors, LLC	--	Jun 30, 26	-24	--
PARK AVENUE SECURITIES LLC	--	Jun 30, 26	-4.47K	--
RETIREMITTEN FINANCIAL LLC	--	Jun 30, 26	-10	--
Portus Wealth Advisors, LLC	--	Jun 30, 26	-408	--
Allworth Financial LP	--	Jun 30, 26	-2.25K	--
STIFEL FINANCIAL CORP	--	Jun 30, 26	-1.98K	--
CARDIFF PARK ADVISORS, LLC	--	Jun 30, 26	-141	--
CWM, LLC	72.75K	Mar 31, 26	-3.22K	0.43%
EXENCIAL WEALTH ADVISORS, LLC	30.88K	Mar 31, 26	+392	0.18%
North Ridge Wealth Advisors, Inc.	357	Mar 31, 26	+357	0.00%
McIlrath & Eck, LLC	--	Mar 31, 26	-14	--
CIBC Private Wealth Group, LLC	17.93K	Dec 31, 25	+14.62K	0.11%
COMERICA BANK	4.30K	Dec 31, 25	-1.45K	0.03%
ASSET PLANNING CORPORATION	126.17K	Sep 30, 25	+2.22K	0.75%
Bristlecone Advisors, LLC	7.80K	Sep 30, 25	--	0.05%
Promus Capital, LLC	252	Sep 30, 25	+252	0.00%
CROWLEY WEALTH MANAGEMENT, INC.	--	Sep 30, 25	-34	--
Congress Wealth Management LLC / DE /	3.83K	Jun 30, 25	+3.83K	0.02%
Christopher J. Hasenberg, Inc	20	Jun 30, 25	--	0.00%
Sandy Spring Bank	2	Mar 31, 25	-22	0.00%
CAROLINAS WEALTH CONSULTING LLC	--	Mar 31, 25	-1.80K	--
EPIQ Capital Group, LLC	24.89K	Dec 31, 24	-4.39K	0.15%
RAYMOND JAMES & ASSOCIATES	180.94K	Sep 30, 24	+2.64K	1.07%
Raymond James Financial Services Advisors, Inc.	63.16K	Sep 30, 24	-2.08K	0.37%
Axiom Advisory, LLC	19.77K	Sep 30, 24	+418	0.12%
RAYMOND JAMES TRUST N.A.	3.52K	Sep 30, 24	--	0.02%
Peterson Financial Group, Inc.	65	Sep 30, 24	+65	0.00%
Private Ocean, LLC	144	Jun 30, 24	+144	0.00%
JANICZEK WEALTH MANAGEMENT, LLC	33	Jun 30, 24	--	0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC	--	Jun 30, 24	-3.27K	--
Cetera Advisor Networks LLC	24.06K	Mar 31, 24	+1.21K	0.14%
Cetera Advisors LLC	8.67K	Mar 31, 24	+8.67K	0.05%
Mango Five Family, Inc.	3.85K	Mar 31, 24	--	0.02%
Baystate Wealth Management LLC	7.68K	Dec 31, 23	-508	0.05%
Cannell & Co.	4.66K	Dec 31, 23	+4.66K	0.03%
WEALTHSOURCE PARTNERS, LLC	--	Dec 31, 23	-3.06K	--
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	21.92K	Sep 30, 23	--	0.13%
COMERICA SECURITIES,INC.	7.02K	Sep 30, 23	--	0.04%
Icon Wealth Partners, LLC	4.44K	Sep 30, 23	+4.44K	0.03%
Gallagher Benefit Services, Inc.	175.85K	Dec 31, 22	+175.85K	1.04%
F3Logic, LLC	175.85K	Dec 31, 22	+8.99K	1.04%
BLUESTEIN R H & CO LLC	1.41K	Sep 30, 22	--	0.01%
WIPFLI FINANCIAL ADVISORS LLC,	52	Sep 30, 22	+52	0.00%
ACG Wealth	--	Sep 30, 22	-649	--
Dixon Hughes Goodman Wealth Advisors LLC	105	Mar 31, 22	--	0.00%
Biltmore Capital Advisors LLC	2.83K	Dec 31, 21	+17	0.02%
Resource Management, LLC	2.00K	Dec 31, 21	--	0.01%
NEXT Financial Group, Inc	28	Dec 31, 21	+28	0.00%
MANAGED ACCOUNT SERVICES INC	11.43K	Sep 30, 21	-1.81K	0.07%
Granite Investment Advisors, LLC	1.15K	Sep 30, 21	--	0.01%
Sonora Investment Management, LLC	100	Sep 30, 21	+100	0.00%
First Allied Advisory Services, Inc.	2.98K	Sep 30, 20	-256	0.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.	6.30K	Dec 31, 19	+4.31K	0.04%
Advisor Group, Inc.	1.18K	Dec 31, 19	+10	0.01%
BB&T SECURITIES, LLC	10.54K	Sep 30, 19	+1.47K	0.06%
Guidant Wealth Advisors	9.34K	Sep 30, 19	--	0.06%
Stokes & Hubbell Capital Management, LLC	28.84K	Mar 31, 19	-22.57K	0.17%
COMERICA SECURITIES INC	2.00K	Dec 31, 18	--	0.01%
HUTCHENS INVESTMENT MANAGEMENT INC	--	Dec 31, 17	--	--
Commonwealth Equity Services, Inc	4.57K	Jun 30, 17	+765	0.03%
MSI Financial Services Inc	921	Dec 31, 16	-356	0.01%
UBS AG	39.67K	Sep 30, 14	+3.66K	0.23%
First Allied Securities, Inc.	126	Jun 30, 12	+126	0.00%

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Holder

Date

Change

% Held

MORGAN STANLEY

373.69K

Jun 30, 26

-16.30K

2.21%

UBS Group AG

298.89K

Jun 30, 26

-1.25K

1.77%

ASPIRIANT, LLC

296.03K

Jun 30, 26

-10.71K

1.75%

N.E.W. Advisory Services LLC

267.58K

Jun 30, 26

-29.14K

1.58%

Savant Capital, LLC

265.30K

Jun 30, 26

+146.18K

1.57%

Concurrent Investment Advisors, LLC

201.77K

Jun 30, 26

+9.10K

1.19%

WELLINGTON MANAGEMENT GROUP LLP

152.70K

Jun 30, 26

-10.02K

0.90%

BANK OF AMERICA CORP /DE/

152.40K

Jun 30, 26

+7.35K

0.90%

CAPITAL ADVISORS INC/OK

151.02K

Jun 30, 26

+226

0.89%

Gallagher Fiduciary Advisors, LLC

148.53K

Jun 30, 26

+3.84K

0.88%

Atria Investments, Inc

146.68K

Jun 30, 26

+4.19K

0.87%

Cannon Financial Strategists, Inc.

145.84K

Jun 30, 26

-3.23K

0.86%

LPL Financial LLC

138.50K

Jun 30, 26

+9.15K

0.82%

One Day In July LLC

125.54K

Jun 30, 26

-5.44K

0.74%

Integrated Investment Consultants, LLC

122.41K

Jun 30, 26

-1.06K

0.72%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

119.07K

Jun 30, 26

+649

0.71%

FIRST MANHATTAN CO. LLC.

117.61K

Jun 30, 26

-1.14K

0.70%

SYM FINANCIAL Corp

114.52K

Jun 30, 26

-2.14K

0.68%

SILVERCREST ASSET MANAGEMENT GROUP LLC

106.44K

Jun 30, 26

-9.86K

0.63%

RIVERSEDGE ADVISORS, LLC

98.93K

Jun 30, 26

-1.31K

0.59%

Legend Financial Advisors, Inc.

98.73K

Jun 30, 26

-1.07K

0.58%

ADVISOR GROUP HOLDINGS, INC.

96.61K

Jun 30, 26

-1.78K

0.57%

ROYAL BANK OF CANADA

91.92K

Jun 30, 26

+2.95K

0.54%

Mokosak Advisory Group, LLC

91.68K

Jun 30, 26

-3.39K

0.54%

Silver Oak Advisory Group, Inc.

88.00K

Jun 30, 26

+314

0.52%

First Bank & Trust

78.42K

Jun 30, 26

0.46%

BALANCED WEALTH GROUP LLC

73.98K

Jun 30, 26

+73.98K

0.44%

Pathstone Holdings, LLC

66.99K

Jun 30, 26

+1.58K

0.40%

WELLS FARGO & COMPANY/MN

64.53K

Jun 30, 26

+4.92K

0.38%

Cambridge Investment Research Advisors, Inc.

61.65K

Jun 30, 26

+466

0.37%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

60.53K

Jun 30, 26

-661

0.36%

Mutual Advisors, LLC

59.92K

Jun 30, 26

+3.08K

0.35%

ENVESTNET ASSET MANAGEMENT INC

55.91K

Jun 30, 26

-11.59K

0.33%

Prime Buchholz LLC

54.41K

Jun 30, 26

+54.41K

0.32%

RAYMOND JAMES FINANCIAL INC

54.30K

Jun 30, 26

-6.75K

0.32%

D.A. DAVIDSON & CO.

52.88K

Jun 30, 26

+503

0.31%

MidFirst Bank

52.79K

Jun 30, 26

-48

0.31%

Hegarty Advisors, LLC

42.26K

Jun 30, 26

+2.46K

0.25%

EVERGREEN CAPITAL MANAGEMENT LLC

41.30K

Jun 30, 26

-15

0.24%

Global Retirement Partners, LLC

40.71K

Jun 30, 26

+40.71K

0.24%

RFG HOLDINGS, INC.

40.44K

Jun 30, 26

+908

0.24%

AMERIPRISE FINANCIAL INC

37.13K

Jun 30, 26

-176

0.22%

SILVERLAKE WEALTH MANAGEMENT LLC

34.91K

Jun 30, 26

-284

0.21%

BRANDYWINE OAK PRIVATE WEALTH LLC

33.59K

Jun 30, 26

+14

0.20%

Mariner, LLC

33.54K

Jun 30, 26

+1.26K

0.20%

SAXON INTERESTS, INC.

32.55K

Jun 30, 26

+63

0.19%

SUMMIT WEALTH GROUP LLC / CO

31.03K

Jun 30, 26

+2.94K

0.18%

TWO SIGMA INVESTMENTS, LP

29.94K

Jun 30, 26

+29.94K

0.18%

Code Waechter LLC

29.86K

Jun 30, 26

-46.22K

0.18%

Cambridge Financial Group, LLC

29.19K

Jun 30, 26

-298

0.17%

Red Door Wealth Management, LLC

27.99K

Jun 30, 26

+10

0.17%

EP Wealth Advisors, LLC

25.56K

Jun 30, 26

+478

0.15%

Pensionmark Financial Group, LLC

25.34K

Jun 30, 26

0.15%

JPMORGAN CHASE & CO

24.84K

Jun 30, 26

+46

0.15%

Inman Jager Wealth Management, LLC

24.49K

Jun 30, 26

0.15%

MONETA GROUP INVESTMENT ADVISORS LLC

24.20K

Jun 30, 26

-1.15K

0.14%

Diversified Enterprises, LLC

24.11K

Jun 30, 26

+2.69K

0.14%

COMMONWEALTH EQUITY SERVICES, LLC

22.15K

Jun 30, 26

-3.20K

0.13%

STUDIO INVESTMENT MANAGEMENT LLC

22.07K

Jun 30, 26

-488

0.13%

Veratis Advisors, Inc.

20.46K

Jun 30, 26

+20.46K

0.12%

Spire Wealth Management

20.28K

Jun 30, 26

+514

0.12%

CIBC Bancorp USA Inc.

19.48K

Jun 30, 26

0.12%

BROWN ADVISORY INC

17.92K

Jun 30, 26

-95

0.11%

AMERICAN FINANCIAL & TAX STRATEGIES INC

17.85K

Jun 30, 26

0.11%

Evensky & Katz LLC

17.42K

Jun 30, 26

-1.64K

0.10%

Cetera Investment Advisers

16.86K

Jun 30, 26

+130

0.10%

Ackerman Capital Advisors, LLC

16.86K

Jun 30, 26

-266

0.10%

St. Louis Trust Co

16.30K

Jun 30, 26

0.10%

Miracle Mile Advisors, LLC

16.23K

Jun 30, 26

0.10%

Private Advisor Group, LLC

15.48K

Jun 30, 26

+352

0.09%

Wellington Grp LLC

12.85K

Jun 30, 26

-4

0.08%

Naviter Wealth, LLC

12.81K

Jun 30, 26

0.08%

Cerity Partners LLC

12.79K

Jun 30, 26

+1.91K

0.08%

MML INVESTORS SERVICES, LLC

12.63K

Jun 30, 26

+846

0.07%

ASSETMARK, INC

12.59K

Jun 30, 26

+2.66K

0.07%

Financial Strategies Group, Inc.

12.56K

Jun 30, 26

-485

0.07%

Wealth Architects, LLC

12.07K

Jun 30, 26

0.07%

Rodgers & Associates, LTD

11.29K

Jun 30, 26

-777

0.07%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

11.12K

Jun 30, 26

-96

0.07%

CI Private Wealth, LLC

11.07K

Jun 30, 26

-73

0.07%

PACIFIC SUN FINANCIAL CORP

11.02K

Jun 30, 26

+140

0.07%

Junk Investment Group, LLC

10.68K

Jun 30, 26

0.06%

FAMILY WEALTH PARTNERS, LLC

10.53K

Jun 30, 26

-26

0.06%

Betterment LLC

10.19K

Jun 30, 26

+625

0.06%

Banco BTG Pactual S.A.

10.16K

Jun 30, 26

+7.58K

0.06%

PHILLIPS FINANCIAL MANAGEMENT, LLC

10.11K

Jun 30, 26

-984

0.06%

FLOW TRADERS U.S. LLC

10.06K

Jun 30, 26

+3.84K

0.06%

Waverly Advisors, LLC

9.37K

Jun 30, 26

+11

0.06%

CIBC WORLD MARKET INC.

9.27K

Jun 30, 26

-10.39K

0.05%

Janney Montgomery Scott LLC

9.25K

Jun 30, 26

-34

0.05%

HB Wealth Management, LLC

8.67K

Jun 30, 26

0.05%

Colony Group, LLC

8.29K

Jun 30, 26

-220

0.05%

JONES FINANCIAL COMPANIES LLLP

8.18K

Jun 30, 26

+2.10K

0.05%

BAILARD, INC.

8.17K

Jun 30, 26

0.05%

Resources Investment Advisors, LLC.

7.88K

Jun 30, 26

-468

0.05%

Relyea Zuckerberg Hanson LLC

7.48K

Jun 30, 26

-93

0.04%

AQR CAPITAL MANAGEMENT LLC

7.46K

Jun 30, 26

+1.44K

0.04%

Bruce G. Allen Investments, LLC

7.08K

Jun 30, 26

+4.39K

0.04%

Envestnet Portfolio Solutions, Inc.

7.06K

Jun 30, 26

-3.58K

0.04%

FIFTH THIRD SECURITIES, INC.

7.04K

Jun 30, 26

0.04%

Stokes Family Office, LLC

7.01K

Jun 30, 26

-325

0.04%

Hardin Capital Partners, LLC

6.65K

Jun 30, 26

+2.84K

0.04%

Employees' Retirement Fund of the City of Fort Worth

6.59K

Jun 30, 26

-7.78K

0.04%

Creative Planning

6.58K

Jun 30, 26

+10

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

6.45K

Jun 30, 26

-858

0.04%

Genesee Capital Advisors, LLC

6.43K

Jun 30, 26

0.04%

Diversified Trust Co

6.38K

Jun 30, 26

0.04%

Buckingham Strategic Partners

5.95K

Jun 30, 26

-5.82K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

5.84K

Jun 30, 26

-1.39K

0.03%

Adviser Investments LLC

5.82K

Jun 30, 26

0.03%

Vise Technologies, Inc.

5.81K

Jun 30, 26

-310

0.03%

Kestra Advisory Services, LLC

5.78K

Jun 30, 26

+653

0.03%

FIFTH THIRD BANCORP

5.71K

Jun 30, 26

0.03%

KEYVANTAGE WEALTH, LLC

5.68K

Jun 30, 26

-749

0.03%

HighTower Advisors, LLC

5.64K

Jun 30, 26

-2.35K

0.03%

FMR LLC

5.60K

Jun 30, 26

+687

0.03%

Farther Finance Advisors, LLC

5.14K

Jun 30, 26

-162

0.03%

PFG Investments, LLC

5.02K

Jun 30, 26

+5.02K

0.03%

Integrated Capital Management, LLC

4.82K

Jun 30, 26

-501

0.03%

Advisor Resource Council

4.80K

Jun 30, 26

+4.80K

0.03%

Valmark Advisers, Inc.

4.55K

Jun 30, 26

-197

0.03%

Equitable Holdings, Inc.

4.52K

Jun 30, 26

0.03%

Icon Wealth Advisors, LLC

4.44K

Jun 30, 26

0.03%

Vestmark Advisory Solutions, Inc.

4.41K

Jun 30, 26

+279

0.03%

ZACKS INVESTMENT MANAGEMENT

4.33K

Jun 30, 26

+4.33K

0.03%

Rockbridge Investment Management, LCC

4.26K

Jun 30, 26

0.03%

Sierra Capital LLC

4.26K

Jun 30, 26

0.03%

Beaird Harris Wealth Management, LLC

4.12K

Jun 30, 26

+16

0.02%

Sigma Planning Corp

4.12K

Jun 30, 26

+10

0.02%

MOSAIC FAMILY WEALTH PARTNERS, LLC

3.99K

Jun 30, 26

0.02%

Brand Asset Management Group, Inc.

3.88K

Jun 30, 26

+16

0.02%

Stone Point Wealth LLC

3.67K

Jun 30, 26

-19

0.02%

Heartwood Wealth Advisors LLC

3.51K

Jun 30, 26

+628

0.02%

TruNorth Capital Management, LLC

3.41K

Jun 30, 26

0.02%

Briggs Wealth Management, Inc

3.33K

Jun 30, 26

+3.33K

0.02%

BHK Investment Advisors, LLC

3.20K

Jun 30, 26

0.02%

INSIGHT 2811, INC.

3.18K

Jun 30, 26

+10

0.02%

BRIGHTON JONES LLC

3.14K

Jun 30, 26

+13

0.02%

Carrera Capital Advisors

3.13K

Jun 30, 26

+3.13K

0.02%

Bragg Financial Advisors, Inc

3.03K

Jun 30, 26

-100

0.02%

FAS Wealth Partners, Inc.

3.00K

Jun 30, 26

0.02%

BARRETT & COMPANY, INC.

2.98K

Jun 30, 26

0.02%

CITIGROUP INC

2.97K

Jun 30, 26

+2.39K

0.02%

STEPHENS INC /AR/

2.91K

Jun 30, 26

0.02%

OneAscent Financial Services LLC

2.75K

Jun 30, 26

+20

0.02%

COZAD ASSET MANAGEMENT INC

2.55K

Jun 30, 26

0.02%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

2.44K

Jun 30, 26

0.01%

Apella Capital, LLC

2.39K

Jun 30, 26

0.01%

GWN SECURITIES INC.

2.37K

Jun 30, 26

+10

0.01%

NewEdge Advisors, LLC

2.29K

Jun 30, 26

+2.29K

0.01%

StoneX Group Inc.

2.28K

Jun 30, 26

-10

0.01%

FIDELITY D & D BANCORP INC

2.28K

Jun 30, 26

+123

0.01%

CAHILL FINANCIAL ADVISORS INC

2.25K

Jun 30, 26

0.01%

Breakwater Capital Group

2.19K

Jun 30, 26

+32

0.01%

Altrius Capital Management Inc

2.19K

Jun 30, 26

0.01%

Genesis Financial Group, LLC

2.14K

Jun 30, 26

0.01%

SRS Capital Advisors, Inc.

2.12K

Jun 30, 26

+2.12K

0.01%

Saxony Capital Management, LLC

2.08K

Jun 30, 26

-116

0.01%

Passive Capital Management, LLC.

2.06K

Jun 30, 26

0.01%

LOWERY THOMAS, LLC

2.04K

Jun 30, 26

+2.04K

0.01%

Sequoia Financial Advisors, LLC

2.00K

Jun 30, 26

0.01%

BlackRock, Inc.

2.00K

Jun 30, 26

0.01%

Asset Dedication, LLC

2.00K

Jun 30, 26

+947

0.01%

Stratos Wealth Partners, LTD.

1.99K

Jun 30, 26

-23

0.01%

Atomi Financial Group, Inc.

1.91K

Jun 30, 26

+1.91K

0.01%

IFG Advisors, LLC

1.89K

Jun 30, 26

+1.89K

0.01%

LaSalle St. Investment Advisors, LLC

1.88K

Jun 30, 26

+1.88K

0.01%

CENTAURUS FINANCIAL, INC.

1.87K

Jun 30, 26

+103

0.01%

Rockefeller Capital Management L.P.

1.87K

Jun 30, 26

0.01%

YARGER WEALTH STRATEGIES, LLC

1.84K

Jun 30, 26

+1.84K

0.01%

Rehmann Capital Advisory Group

1.79K

Jun 30, 26

+1.79K

0.01%

Sage Mountain Advisors LLC

1.76K

Jun 30, 26

0.01%

CALIBER WEALTH MANAGEMENT, LLC / KS

1.76K

Jun 30, 26

+1.76K

0.01%

Bernicke Wealth Management, Ltd.

1.75K

Jun 30, 26

+1.75K

0.01%

Barnes Wealth Management Group, Inc

1.74K

Jun 30, 26

+1.74K

0.01%

Aspect Partners, LLC

1.60K

Jun 30, 26

0.01%

Rialto Wealth Management, LLC

1.52K

Jun 30, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

1.26K

Jun 30, 26

+1.26K

0.01%

VALLEY NATIONAL ADVISERS INC

1.25K

Jun 30, 26

-34

0.01%

Continuum Advisory, LLC

1.22K

Jun 30, 26

+1.22K

0.01%

AMERIFLEX GROUP, INC.

1.20K

Jun 30, 26

-4

0.01%

Cornerstone Financial Management LLC

1.16K

Jun 30, 26

0.01%

Aptus Capital Advisors, LLC

1.07K

Jun 30, 26

0.01%

VANGUARD ADVISERS INC

1.07K

Jun 30, 26

-29

0.01%

Noble Wealth Management PBC

891

Jun 30, 26

0.01%

RMG Wealth Management LLC

821

Jun 30, 26

+821

0.00%

HARBOUR INVESTMENTS, INC.

810

Jun 30, 26

+118

0.00%

Triumph Capital Management

807

Jun 30, 26

0.00%

Hurley Capital, LLC

734

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

693

Jun 30, 26

-30

0.00%

Glass Jacobson Investment Advisors llc

519

Jun 30, 26

+35

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

495

Jun 30, 26

0.00%

Parallel Advisors, LLC

360

Jun 30, 26

0.00%

Birchwood Financial Partners, Inc.

349

Jun 30, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

348

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

343

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

340

Jun 30, 26

0.00%

TD PRIVATE CLIENT WEALTH LLC

326

Jun 30, 26

-2.31K

0.00%

CoreCap Advisors, LLC

324

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

294

Jun 30, 26

+256

0.00%

Highland Investment Advisors LLC

265

Jun 30, 26

+265

0.00%

Smartleaf Asset Management LLC

246

Jun 30, 26

0.00%

FIDUCIARY ADVISORS, INC.

237

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

216

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

201

Jun 30, 26

0.00%

Markowski Investments

180

Jun 30, 26

+180

0.00%

PlanVest Financial, Inc

166

Jun 30, 26

+44

0.00%

Russell Investments Group, Ltd.

136

Jun 30, 26

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

114

Jun 30, 26

0.00%

TD Waterhouse Canada Inc.

Jun 30, 26

0.00%

Financial Management Professionals, Inc.

Jun 30, 26

0.00%

Caldwell Trust Co

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

Jun 30, 26

+80

0.00%

SBI Securities Co., Ltd.

Jun 30, 26

0.00%

BESSEMER GROUP INC

Jun 30, 26

+58

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Jun 30, 26

0.00%

IFG Advisory, LLC

Jun 30, 26

+36

0.00%

Morton Brown Family Wealth, LLC

Jun 30, 26

0.00%

Concord Wealth Partners

Jun 30, 26

+14

0.00%

Richardson Capital Management LLC

Jun 30, 26

0.00%

Horizon Investments, LLC

Jun 30, 26

-5

0.00%

Atlantic Union Bankshares Corp

Jun 30, 26

0.00%

AFFINITY WEALTH LLC

Jun 30, 26

0.00%

Western Wealth Management, LLC

Jun 30, 26

-386

UBS ASSET MANAGEMENT AMERICAS INC

Jun 30, 26

-186

Wright Fund Management, LLC

Jun 30, 26

-10.56K

Simplicity Wealth,LLC

Jun 30, 26

-3.73K

Independent Advisor Alliance

Jun 30, 26

-51.95K

AdvisorNet Financial, Inc

Jun 30, 26

-209

Advisory Services Network, LLC

Jun 30, 26

-2

Triad Wealth Partners, LLC

Jun 30, 26

-6.50K

JANE STREET GROUP, LLC

Jun 30, 26

-3.06K

MAI Capital Management

Jun 30, 26

-175

TopTier Wealth Management, LLC

Jun 30, 26

-1.39K

Vermillion Wealth Management, Inc.

Jun 30, 26

-17

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-24

Root Financial Partners, LLC

Jun 30, 26

-781

Financial Freedom, LLC

Jun 30, 26

-258

Medallion Wealth Advisors, LLC

Jun 30, 26

-24

PARK AVENUE SECURITIES LLC

Jun 30, 26

-4.47K

RETIREMITTEN FINANCIAL LLC

Jun 30, 26

-10

Portus Wealth Advisors, LLC

Jun 30, 26

-408

Allworth Financial LP

Jun 30, 26

-2.25K

STIFEL FINANCIAL CORP

Jun 30, 26

-1.98K

CARDIFF PARK ADVISORS, LLC

Jun 30, 26

-141

CWM, LLC

72.75K

Mar 31, 26

-3.22K

0.43%

EXENCIAL WEALTH ADVISORS, LLC

30.88K

Mar 31, 26

+392

0.18%

North Ridge Wealth Advisors, Inc.

357

Mar 31, 26

+357

0.00%

McIlrath & Eck, LLC

Mar 31, 26

-14

CIBC Private Wealth Group, LLC

17.93K

Dec 31, 25

+14.62K

0.11%

COMERICA BANK

4.30K

Dec 31, 25

-1.45K

0.03%

ASSET PLANNING CORPORATION

126.17K

Sep 30, 25

+2.22K

0.75%

Bristlecone Advisors, LLC

7.80K

Sep 30, 25

0.05%

Promus Capital, LLC

252

Sep 30, 25

+252

0.00%

CROWLEY WEALTH MANAGEMENT, INC.

Sep 30, 25

-34

Congress Wealth Management LLC / DE /

3.83K

Jun 30, 25

+3.83K

0.02%

Christopher J. Hasenberg, Inc

Jun 30, 25

0.00%

Sandy Spring Bank

Mar 31, 25

-22

0.00%

CAROLINAS WEALTH CONSULTING LLC

Mar 31, 25

-1.80K

EPIQ Capital Group, LLC

24.89K

Dec 31, 24

-4.39K

0.15%

RAYMOND JAMES & ASSOCIATES

180.94K

Sep 30, 24

+2.64K

1.07%

Raymond James Financial Services Advisors, Inc.

63.16K

Sep 30, 24

-2.08K

0.37%

Axiom Advisory, LLC

19.77K

Sep 30, 24

+418

0.12%

RAYMOND JAMES TRUST N.A.

3.52K

Sep 30, 24

0.02%

Peterson Financial Group, Inc.

Sep 30, 24

+65

0.00%

Private Ocean, LLC

144

Jun 30, 24

+144

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

Jun 30, 24

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

Jun 30, 24

-3.27K

Cetera Advisor Networks LLC

24.06K

Mar 31, 24

+1.21K

0.14%

Cetera Advisors LLC

8.67K

Mar 31, 24

+8.67K

0.05%

Mango Five Family, Inc.

3.85K

Mar 31, 24

0.02%

Baystate Wealth Management LLC

7.68K

Dec 31, 23

-508

0.05%

Cannell & Co.

4.66K

Dec 31, 23

+4.66K

0.03%

WEALTHSOURCE PARTNERS, LLC

Dec 31, 23

-3.06K

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

21.92K

Sep 30, 23

0.13%

COMERICA SECURITIES,INC.

7.02K

Sep 30, 23

0.04%

Icon Wealth Partners, LLC

4.44K

Sep 30, 23

+4.44K

0.03%

Gallagher Benefit Services, Inc.

175.85K

Dec 31, 22

+175.85K

1.04%

F3Logic, LLC

175.85K

Dec 31, 22

+8.99K

1.04%

BLUESTEIN R H & CO LLC

1.41K

Sep 30, 22

0.01%

WIPFLI FINANCIAL ADVISORS LLC,

Sep 30, 22

+52

0.00%

ACG Wealth

Sep 30, 22

-649

Dixon Hughes Goodman Wealth Advisors LLC

105

Mar 31, 22

0.00%

Biltmore Capital Advisors LLC

2.83K

Dec 31, 21

+17

0.02%

Resource Management, LLC

2.00K

Dec 31, 21

0.01%

NEXT Financial Group, Inc

Dec 31, 21

+28

0.00%

MANAGED ACCOUNT SERVICES INC

11.43K

Sep 30, 21

-1.81K

0.07%

Granite Investment Advisors, LLC

1.15K

Sep 30, 21

0.01%

Sonora Investment Management, LLC

100

Sep 30, 21

+100

0.00%

First Allied Advisory Services, Inc.

2.98K

Sep 30, 20

-256

0.02%

LADENBURG THALMANN FINANCIAL SERVICES INC.

6.30K

Dec 31, 19

+4.31K

0.04%

Advisor Group, Inc.

1.18K

Dec 31, 19

+10

0.01%

BB&T SECURITIES, LLC

10.54K

Sep 30, 19

+1.47K

0.06%

Guidant Wealth Advisors

9.34K

Sep 30, 19

0.06%

Stokes & Hubbell Capital Management, LLC

28.84K

Mar 31, 19

-22.57K

0.17%

COMERICA SECURITIES INC

2.00K

Dec 31, 18

0.01%

HUTCHENS INVESTMENT MANAGEMENT INC

Dec 31, 17

Commonwealth Equity Services, Inc

4.57K

Jun 30, 17

+765

0.03%

MSI Financial Services Inc

921

Dec 31, 16

-356

0.01%

UBS AG

39.67K

Sep 30, 14

+3.66K

0.23%

First Allied Securities, Inc.

126

Jun 30, 12

+126

0.00%