How do I set a price alert for VTES?

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

Can I get phone call alerts for VTES?

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

What types of alerts can I set for VTES?

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

How quickly will I be notified about VTES price changes?

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

Is Stock Alarm Pro free to use for VTES alerts?

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

VTES Institutional Ownership & 13F Filings

Vanguard Short-Term Tax-Exempt Bond ETF(VTES)

NYSEClosing price · checked 9:51 PM ETAbout this dataData status

$100.22▼-0.09 (-0.08%)

Extended:$100.22+0.00 (+0.00%)

WatchlistChart Studio

Institutional Ownership

Top 417 Institutional Holders

Holder	Shares	Date	Change	% Held
Wescott Financial Advisory Group, LLC	749.03K	Sep 30, 26	+9.39K	3.60%
RAYMOND JAMES FINANCIAL INC	403.57K	Sep 30, 26	+235.39K	1.94%
Gleason Group, Inc.	361.22K	Sep 30, 26	+48.33K	1.73%
TIAA Wealth Investment Management LLC	241.30K	Sep 30, 26	+6.32K	1.16%
MORGAN STANLEY	233.66K	Sep 30, 26	+131.68K	1.12%
SEEDS INVESTOR LLC	199.34K	Sep 30, 26	+1.09K	0.96%
Cetera Investment Advisers	169.82K	Sep 30, 26	+49.71K	0.82%
Clearstead Advisors, LLC	160.49K	Sep 30, 26	+80.05K	0.77%
JONES FINANCIAL COMPANIES LLLP	123.62K	Sep 30, 26	+28.67K	0.59%
Altiora Financial Group, LLC	118.50K	Sep 30, 26	+30.83K	0.57%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	117.91K	Sep 30, 26	+27.40K	0.57%
Beaird Harris Wealth Management, LLC	113.49K	Sep 30, 26	+18.52K	0.54%
UBS Group AG	111.27K	Sep 30, 26	+49.09K	0.53%
LPL Financial LLC	110.50K	Sep 30, 26	+13.37K	0.53%
SEI INVESTMENTS CO	107.29K	Sep 30, 26	+107.29K	0.51%
ALONGSIDE, LLC	104.60K	Sep 30, 26	+104.60K	0.50%
Stonebridge Capital Advisors LLC	102.14K	Sep 30, 26	+7.92K	0.49%
S.A. Mason LLC	100.97K	Sep 30, 26	+8.54K	0.48%
HALL CAPITAL MANAGEMENT CO INC	96.38K	Sep 30, 26	+845	0.46%
TruNorth Capital Management, LLC	90.58K	Sep 30, 26	+90.58K	0.43%
COMMONWEALTH EQUITY SERVICES, LLC	84.62K	Sep 30, 26	+992	0.41%
Apella Capital, LLC	81.60K	Sep 30, 26	+17.43K	0.39%
Beacon Bank & Trust	81.44K	Sep 30, 26	-14.72K	0.39%
TRUIST FINANCIAL CORP	79.50K	Sep 30, 26	+8.48K	0.38%
MAYPORT, LLC	76.78K	Sep 30, 26	+12.93K	0.37%
Focus Advisor Solutions, LLC	76.60K	Sep 30, 26	-392	0.37%
ECLECTIC ASSOCIATES INC /ADV	74.81K	Sep 30, 26	+13.58K	0.36%
Savant Capital, LLC	72.60K	Sep 30, 26	-108.47K	0.35%
Haverford Trust Co	72.48K	Sep 30, 26	+10.92K	0.35%
RW Investment Management LLC	69.22K	Sep 30, 26	+7.95K	0.33%
OSAIC HOLDINGS, INC.	67.76K	Sep 30, 26	+1.25K	0.33%
Waterway Wealth Management, LLC	65.21K	Sep 30, 26	+65.21K	0.31%
Pathstone Holdings, LLC	63.08K	Sep 30, 26	+51.07K	0.30%
Farther Finance Advisors, LLC	63.02K	Sep 30, 26	+11.26K	0.30%
Hanson & Doremus Investment Management	61.68K	Sep 30, 26	+57.63K	0.30%
GenTrust, LLC	58.98K	Sep 30, 26	+297	0.28%
First Affirmative Financial Network	58.74K	Sep 30, 26	+58.74K	0.28%
Slow Capital, Inc.	53.70K	Sep 30, 26	+49.23K	0.26%
Conservest Capital Advisors, Inc.	52.51K	Sep 30, 26	+52.51K	0.25%
Mariner, LLC	52.49K	Sep 30, 26	+12.99K	0.25%
Capital Investment Services of America, Inc.	49.56K	Sep 30, 26	-3.65K	0.24%
Firestone Capital Management	48.01K	Sep 30, 26	-3.06K	0.23%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	47.60K	Sep 30, 26	-51.62K	0.23%
HighTower Advisors, LLC	44.38K	Sep 30, 26	+11.27K	0.21%
Wedmont Private Capital	44.30K	Sep 30, 26	+35.20K	0.21%
Ashton Thomas Private Wealth, LLC	42.27K	Sep 30, 26	-1.41K	0.20%
Global Retirement Partners, LLC	41.10K	Sep 30, 26	+37.97K	0.20%
MML INVESTORS SERVICES, LLC	41.02K	Sep 30, 26	+16.65K	0.20%
Passive Capital Management, LLC.	40.28K	Sep 30, 26	+21.64K	0.19%
Private Advisor Group, LLC	40.01K	Sep 30, 26	+22.50K	0.19%
Burton Enright Welch	39.34K	Sep 30, 26	+8.80K	0.19%
Diversified Portfolios, Inc.	38.79K	Sep 30, 26	+20.37K	0.19%
Quadrature Capital Ltd	38.58K	Sep 30, 26	+38.58K	0.19%
Bedel Financial Consulting, Inc.	38.27K	Sep 30, 26	+240	0.18%
Nuveen, LLC	37.95K	Sep 30, 26	+37.95K	0.18%
Dorsey & Whitney Trust CO LLC	37.02K	Sep 30, 26	+37.02K	0.18%
Karpus Management, Inc.	36.85K	Sep 30, 26	+2.60K	0.18%
Dakota Wealth Management	36.58K	Sep 30, 26	-5.20K	0.18%
JPMORGAN CHASE & CO	36.39K	Sep 30, 26	+26.22K	0.17%
GENESIS PRIVATE WEALTH, LLC	33.91K	Sep 30, 26	+204	0.16%
Sterling Financial Planning, Inc.	33.28K	Sep 30, 26	-1.37K	0.16%
Haven Private, LLC	33.24K	Sep 30, 26	-1.41K	0.16%
NewEdge Advisors, LLC	31.94K	Sep 30, 26	-2.48K	0.15%
Aspire Private Capital, LLC	31.71K	Sep 30, 26	-2.65K	0.15%
Eaton-Cambridge Inc.	31.18K	Sep 30, 26	+5.80K	0.15%
Avior Wealth Management, LLC	30.32K	Sep 30, 26	+4.35K	0.15%
Quantinno Capital Management LP	30.07K	Sep 30, 26	+20.63K	0.14%
PRESILIUM PRIVATE WEALTH, LLC	30.01K	Sep 30, 26	+30.01K	0.14%
CAPTRUST FINANCIAL ADVISORS	29.89K	Sep 30, 26	+29.89K	0.14%
Americana Partners, LLC	29.60K	Sep 30, 26	--	0.14%
Atria Investments, Inc	29.11K	Sep 30, 26	-518	0.14%
Prospera Financial Services Inc	28.03K	Sep 30, 26	+28.03K	0.13%
Single Point Partners, LLC	27.32K	Sep 30, 26	+9.95K	0.13%
Evanson Financial, LLC	26.96K	Sep 30, 26	-117	0.13%
Frankly Finances, LLC	26.95K	Sep 30, 26	+3.65K	0.13%
TCI Wealth Advisors, Inc.	26.46K	Sep 30, 26	+1.30K	0.13%
ENTRUST FINANCIAL LLC	26.14K	Sep 30, 26	+26.14K	0.13%
STEPHENS INC /AR/	25.56K	Sep 30, 26	+5.83K	0.12%
XML Financial, LLC	24.51K	Sep 30, 26	+20.25K	0.12%
Arax Advisory Partners	24.21K	Sep 30, 26	+7.42K	0.12%
Elequin Capital, LP	24.15K	Sep 30, 26	-7.13K	0.12%
Choate Investment Advisors	24.05K	Sep 30, 26	+1.66K	0.12%
Silver Oak Advisory Group, Inc.	23.70K	Sep 30, 26	-1.10K	0.11%
BROWN WEALTH MANAGEMENT, LLC	23.56K	Sep 30, 26	+983	0.11%
SURIENCE PRIVATE WEALTH LLC	22.00K	Sep 30, 26	-490	0.11%
WINNACLE WEALTH LLC	21.57K	Sep 30, 26	+321	0.10%
Kestra Advisory Services, LLC	21.55K	Sep 30, 26	+4.26K	0.10%
Laurel Wealth Advisors LLC	21.34K	Sep 30, 26	+3.05K	0.10%
EAGLE ROCK INVESTMENT COMPANY, LLC	21.22K	Sep 30, 26	+3.53K	0.10%
STIFEL FINANCIAL CORP	20.89K	Sep 30, 26	+564	0.10%
HB Wealth Management, LLC	20.87K	Sep 30, 26	+2.62K	0.10%
Modera Wealth Management, LLC	20.56K	Sep 30, 26	+17.01K	0.10%
Mann Financial Group, Inc.	20.36K	Sep 30, 26	+20.36K	0.10%
JACOBSON & SCHMITT ADVISORS, LLC	19.90K	Sep 30, 26	--	0.10%
BIP Wealth, LLC	19.75K	Sep 30, 26	+19.75K	0.09%
BlueChip Wealth Advisors LLC	19.66K	Sep 30, 26	-25.64K	0.09%
Compound Planning, Inc.	18.99K	Sep 30, 26	+14.85K	0.09%
MB Generational Wealth, LLC	18.58K	Sep 30, 26	+204	0.09%
GEN Financial Management, INC.	18.13K	Sep 30, 26	+3.80K	0.09%
Callan Family Office, LLC	17.57K	Sep 30, 26	-13.38K	0.08%
McNaughton Wealth Management, LLC	16.83K	Sep 30, 26	+3.35K	0.08%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	15.87K	Sep 30, 26	+421	0.08%
DAYMARK WEALTH PARTNERS, LLC	15.57K	Sep 30, 26	-11.26K	0.07%
Smithfield Trust Co	15.46K	Sep 30, 26	+15.46K	0.07%
KING LUTHER CAPITAL MANAGEMENT CORP	15.19K	Sep 30, 26	+4.40K	0.07%
Bluespring Wealth Management, LLC	15.01K	Sep 30, 26	+1.38K	0.07%
Integrity Investment Advisors, LLC	14.97K	Sep 30, 26	-392	0.07%
Allodium Investment Consultants, LLC	14.86K	Sep 30, 26	+514	0.07%
Provenance Wealth Advisors, LLC	14.66K	Sep 30, 26	+14.66K	0.07%
Cambridge Investment Research Advisors, Inc.	14.34K	Sep 30, 26	+4.80K	0.07%
Capital Advisors Wealth Management, LLC	14.33K	Sep 30, 26	+14.33K	0.07%
Sound Portfolio Advisors, LLC	14.01K	Sep 30, 26	+1.14K	0.07%
Family Manage LLC	13.92K	Sep 30, 26	+13.92K	0.07%
FLAGSHIP HARBOR ADVISORS, LLC	13.86K	Sep 30, 26	+1.90K	0.07%
OneDigital Investment Advisors LLC	13.79K	Sep 30, 26	-249	0.07%
CARDIFF PARK ADVISORS, LLC	12.84K	Sep 30, 26	--	0.06%
COMPASS CAPITAL CORP /MA/ /ADV	12.65K	Sep 30, 26	+10.00K	0.06%
Valeo Financial Advisors, LLC	12.29K	Sep 30, 26	+12.29K	0.06%
SwitchPoint Financial Planning, LLC	12.28K	Sep 30, 26	-68	0.06%
NWAM LLC	12.06K	Sep 30, 26	+12.06K	0.06%
Signal Advisors Wealth, LLC	11.89K	Sep 30, 26	--	0.06%
Elser Financial Planning, Inc	11.73K	Sep 30, 26	+6.11K	0.06%
Alhambra Investment Management LLC	11.70K	Sep 30, 26	--	0.06%
Eldridge Investment Advisors, Inc.	11.63K	Sep 30, 26	+6.15K	0.06%
Sanctuary Advisors, LLC	11.49K	Sep 30, 26	+6.28K	0.06%
Whitegate Investment Counselors, Inc.	11.27K	Sep 30, 26	-1.06K	0.05%
Stratos Wealth Partners, LTD.	11.00K	Sep 30, 26	+8.92K	0.05%
Allworth Financial LP	10.89K	Sep 30, 26	--	0.05%
NATIXIS ADVISORS, LLC	10.67K	Sep 30, 26	+10.67K	0.05%
Janney Montgomery Scott LLC	10.55K	Sep 30, 26	-210	0.05%
VSM Wealth Advisory, LLC	10.46K	Sep 30, 26	+10.46K	0.05%
Mutual Advisors, LLC	10.22K	Sep 30, 26	-490	0.05%
Baird Financial Group, Inc.	10.11K	Sep 30, 26	+4.20K	0.05%
Congress Park Capital LLC	10.00K	Sep 30, 26	--	0.05%
Clarendon Private LLC	9.95K	Sep 30, 26	+9.95K	0.05%
Thrive Wealth Management, LLC	9.54K	Sep 30, 26	+2.05K	0.05%
Creative Planning	9.48K	Sep 30, 26	+9.48K	0.05%
Rothschild Wealth LLC	9.36K	Sep 30, 26	--	0.04%
Capital Group Private Client Services, Inc.	9.28K	Sep 30, 26	-105	0.04%
HARBOUR INVESTMENTS, INC.	8.96K	Sep 30, 26	+2.70K	0.04%
BLAIR WILLIAM & CO/IL	8.93K	Sep 30, 26	-475	0.04%
Three Arch Wealth Management LLC	8.87K	Sep 30, 26	+101	0.04%
Per Stirling Capital Management, LLC.	8.77K	Sep 30, 26	-3.30K	0.04%
Bridgewealth Advisory Group, LLC	8.72K	Sep 30, 26	--	0.04%
Lighthouse Financial LLC	8.61K	Sep 30, 26	+8.61K	0.04%
URS Advisory LLC	8.56K	Sep 30, 26	-4.65K	0.04%
Savvy Advisors, Inc.	8.47K	Sep 30, 26	-427	0.04%
VALEN PRIVATE CAPITAL, LLC	8.41K	Sep 30, 26	+8.41K	0.04%
Planning Center, Inc.	8.36K	Sep 30, 26	-1.81K	0.04%
STONE LOFT WEALTH MANAGEMENT LLC	8.26K	Sep 30, 26	+35	0.04%
HUB Investment Partners, LLC	8.17K	Sep 30, 26	-16.20K	0.04%
Concurrent Investment Advisors, LLC	8.14K	Sep 30, 26	--	0.04%
J. R. Prunier Capital Management LLC	8.07K	Sep 30, 26	+8.07K	0.04%
Integrity Advisory Solutions, LLC	7.91K	Sep 30, 26	--	0.04%
Willow Creek Wealth Management Inc.	7.67K	Sep 30, 26	-255	0.04%
R2 Capital Strategies, LLC	7.58K	Sep 30, 26	+1.43K	0.04%
Avidian Wealth Enterprises, LLC	7.53K	Sep 30, 26	+561	0.04%
Fortune Financial Advisors, LLC	7.46K	Sep 30, 26	-783	0.04%
WealthSpring Partners, LLC	7.22K	Sep 30, 26	+8	0.03%
Tribridge Partners Financial LLC	7.16K	Sep 30, 26	-5.70K	0.03%
Vise Technologies, Inc.	7.11K	Sep 30, 26	+7.11K	0.03%
Roan Capital Partners	7.11K	Sep 30, 26	-221	0.03%
Root Financial Partners, LLC	7.09K	Sep 30, 26	+7.09K	0.03%
Rockbridge Investment Management, LCC	7.09K	Sep 30, 26	+24	0.03%
Geneos Wealth Management Inc.	7.07K	Sep 30, 26	+7.07K	0.03%
Donalies Financial Planning, LLC	6.95K	Sep 30, 26	+1.51K	0.03%
EnRich Financial Partners LLC	6.83K	Sep 30, 26	-1	0.03%
MCCARTER PRIVATE WEALTH SERVICES LLC	6.81K	Sep 30, 26	--	0.03%
Manuka Financial, LLC	6.77K	Sep 30, 26	-249	0.03%
RCS Financial Planning, LLC	6.66K	Sep 30, 26	--	0.03%
CREATIVE FINANCIAL DESIGNS INC /ADV	6.33K	Sep 30, 26	+2.11K	0.03%
Hurlow Wealth Management Group, Inc.	6.24K	Sep 30, 26	+255	0.03%
Diversified Trust Co	6.00K	Sep 30, 26	+2.57K	0.03%
Symmetry Partners, LLC	5.98K	Sep 30, 26	+252	0.03%
Glass Jacobson Investment Advisors llc	5.96K	Sep 30, 26	+5.96K	0.03%
Cornerstone Financial Management LLC	5.92K	Sep 30, 26	--	0.03%
CoreCap Advisors, LLC	5.91K	Sep 30, 26	--	0.03%
Zhang Financial LLC	5.71K	Sep 30, 26	-3.66K	0.03%
First Heartland Consultants, Inc.	5.64K	Sep 30, 26	+634	0.03%
Focus Partners Wealth	5.60K	Sep 30, 26	-1.42K	0.03%
Schiavi & Co LLC	5.47K	Sep 30, 26	--	0.03%
Hughes Financial Services, LLC	5.43K	Sep 30, 26	-75.99K	0.03%
TAGStone Capital, Inc.	5.38K	Sep 30, 26	-58	0.03%
Rehmann Capital Advisory Group	5.33K	Sep 30, 26	+35	0.03%
Montis Financial, LLC	5.31K	Sep 30, 26	--	0.03%
VestGen Advisors, LLC	5.27K	Sep 30, 26	+2	0.03%
Sequoia Financial Advisors, LLC	5.27K	Sep 30, 26	+1.72K	0.03%
L.K. Benson & Company, P.C.	5.21K	Sep 30, 26	+23	0.02%
INDEPENDENT FINANCIAL GROUP, LLC	5.20K	Sep 30, 26	+833	0.02%
Essex Financial Services, Inc.	5.19K	Sep 30, 26	+860	0.02%
ASPIRIANT, LLC	5.16K	Sep 30, 26	+5.16K	0.02%
Pasadena Private Wealth, LLC	5.15K	Sep 30, 26	+2.49K	0.02%
Quantum Financial Planning Services, Inc.	5.08K	Sep 30, 26	--	0.02%
CreativeOne Wealth, LLC	5.04K	Sep 30, 26	+252	0.02%
Piscataqua Savings Bank	5.00K	Sep 30, 26	--	0.02%
COMPOSITION WEALTH, LLC	4.95K	Sep 30, 26	--	0.02%
Arbor Investment Advisors, LLC	4.92K	Sep 30, 26	-1.73K	0.02%
EverSource Wealth Advisors, LLC	4.90K	Sep 30, 26	-1.04K	0.02%
Rudd Co d/b/a Styre Wealth	4.85K	Sep 30, 26	+4.85K	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	4.69K	Sep 30, 26	+377	0.02%
Cerity Partners LLC	4.68K	Sep 30, 26	--	0.02%
AE Wealth Management LLC	4.68K	Sep 30, 26	+3.52K	0.02%
Gutierrez Wealth Advisory, LLC	4.58K	Sep 30, 26	-3.81K	0.02%
BURLING WEALTH PARTNERS, LLC	4.50K	Sep 30, 26	+4.50K	0.02%
Burk Holdings LLC	4.46K	Sep 30, 26	+704	0.02%
SigFig Wealth Management, LLC	4.23K	Sep 30, 26	-89	0.02%
Private Advisory Group LLC	4.21K	Sep 30, 26	+4.21K	0.02%
Stone Summit Wealth LLC	4.19K	Sep 30, 26	-1.08K	0.02%
Pillar Financial Advisors, LLC	4.18K	Sep 30, 26	-5.13K	0.02%
Topsail Wealth Management, LLC	4.10K	Sep 30, 26	-47.11K	0.02%
FIRST INTERSTATE BANK	4.09K	Sep 30, 26	+4.09K	0.02%
Directional Asset Management	4.08K	Sep 30, 26	-144	0.02%
Midwestern Financial, LLC /IA	4.04K	Sep 30, 26	+1.04K	0.02%
Life Planning Partners, Inc	3.99K	Sep 30, 26	+1.99K	0.02%
Greenspring Advisors, LLC	3.99K	Sep 30, 26	+3.99K	0.02%
WEDBUSH SECURITIES INC	3.98K	Sep 30, 26	+2.00K	0.02%
PDS Planning, Inc	3.96K	Sep 30, 26	+1.56K	0.02%
Sovereign Financial Group, Inc.	3.94K	Sep 30, 26	+3.94K	0.02%
Summit Financial, LLC	3.87K	Sep 30, 26	+199	0.02%
Portfolio Resources Advisor Group, Inc.	3.78K	Sep 30, 26	--	0.02%
TANDEMGROWTH FINANCIAL ADVISORS LLC	3.75K	Sep 30, 26	+3.75K	0.02%
Level Financial Advisors	3.69K	Sep 30, 26	+1.40K	0.02%
Bryn Mawr Trust Advisors, LLC	3.68K	Sep 30, 26	--	0.02%
Lake Hills Wealth Management, LLC	3.67K	Sep 30, 26	-400	0.02%
Krane Financial Solutions LLC	3.67K	Sep 30, 26	+3.67K	0.02%
TCFG Investment Advisors, LLC	3.66K	Sep 30, 26	--	0.02%
RFG Advisory, LLC	3.66K	Sep 30, 26	+3.66K	0.02%
Independent Advisor Alliance	3.61K	Sep 30, 26	+1.57K	0.02%
MCF Advisors LLC	3.43K	Sep 30, 26	+873	0.02%
Worth Asset Management, LLC	3.40K	Sep 30, 26	-92	0.02%
F/m Investments LLC	3.35K	Sep 30, 26	+3.35K	0.02%
BENJAMIN EDWARDS INC	3.33K	Sep 30, 26	+3.33K	0.02%
Integrated Advisors Network LLC	3.29K	Sep 30, 26	-418	0.02%
MEMBERS WEALTH LLC	3.13K	Sep 30, 26	+3.13K	0.02%
WHITTIER TRUST CO OF NEVADA INC	3.12K	Sep 30, 26	-255	0.01%
BRIGHTON JONES LLC	3.05K	Sep 30, 26	-124	0.01%
Trellis Wealth Advisors LLC	2.98K	Sep 30, 26	--	0.01%
Heartwood Wealth Advisors LLC	2.98K	Sep 30, 26	--	0.01%
IFG Advisory, LLC	2.75K	Sep 30, 26	+320	0.01%
Mason Investment Advisory Services, Inc.	2.74K	Sep 30, 26	+706	0.01%
Investor's Fiduciary Advisor Network, LLC	2.67K	Sep 30, 26	+2.67K	0.01%
Valmark Advisers, Inc.	2.67K	Sep 30, 26	+372	0.01%
BURNEY CO/	2.67K	Sep 30, 26	-7.09K	0.01%
Signature Equity Partners, LLC	2.64K	Sep 30, 26	+1.79K	0.01%
ELEVATUS WELATH MANAGEMENT	2.63K	Sep 30, 26	+187	0.01%
BOS Asset Management, LLC	2.54K	Sep 30, 26	+36	0.01%
MAI Capital Management	2.53K	Sep 30, 26	+2.53K	0.01%
Argent Trust Co	2.50K	Sep 30, 26	--	0.01%
180 WEALTH ADVISORS, LLC	2.50K	Sep 30, 26	--	0.01%
North Star Investment Management Corp.	2.46K	Sep 30, 26	--	0.01%
Lodestone Wealth Management LLC	2.45K	Sep 30, 26	--	0.01%
Amicus Financial Advisors, LLC	2.44K	Sep 30, 26	--	0.01%
Retirement Planning Group, LLC	2.38K	Sep 30, 26	--	0.01%
SCS Capital Management LLC	2.37K	Sep 30, 26	--	0.01%
Washington Trust Advisors, Inc.	2.36K	Sep 30, 26	+16	0.01%
Fortis Group Advisors, LLC	2.35K	Sep 30, 26	-40	0.01%
Cassilly Financial Group LLC	2.30K	Sep 30, 26	+2.30K	0.01%
Acumen Wealth Advisors, LLC	2.27K	Sep 30, 26	-1.19K	0.01%
BOSTON FAMILY OFFICE LLC	2.25K	Sep 30, 26	--	0.01%
Cornerstone Wealth Group, LLC	2.25K	Sep 30, 26	--	0.01%
B. Riley Wealth Advisors, Inc.	2.12K	Sep 30, 26	-95	0.01%
Perigon Wealth Management, LLC	2.11K	Sep 30, 26	+99	0.01%
Triumph Capital Management	2.08K	Sep 30, 26	+585	0.01%
Ballast Rock Private Wealth LLC	2.04K	Sep 30, 26	-8.87K	0.01%
CHOREO, LLC	2.03K	Sep 30, 26	+2.03K	0.01%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	2.03K	Sep 30, 26	-196	0.01%
Aptus Capital Advisors, LLC	2.00K	Sep 30, 26	+897	0.01%
JFS WEALTH ADVISORS, LLC	1.98K	Sep 30, 26	--	0.01%
Wealth Enhancement Trust Services, Inc.	1.97K	Sep 30, 26	--	0.01%
3 FACTOR INDEXING, LLC	1.87K	Sep 30, 26	--	0.01%
Westside Investment Management, Inc.	1.75K	Sep 30, 26	+250	0.01%
Graney & King, LLC	1.56K	Sep 30, 26	-226	0.01%
AMERICAN NATIONAL BANK & TRUST	1.48K	Sep 30, 26	+207	0.01%
Capital Investment Advisory Services, LLC	1.26K	Sep 30, 26	+1.26K	0.01%
ROTHSCHILD INVESTMENT LLC	1.25K	Sep 30, 26	--	0.01%
FIFTH THIRD BANCORP	1.20K	Sep 30, 26	+1.20K	0.01%
Rossby Financial, LCC	1.11K	Sep 30, 26	+334	0.01%
Strategic Investment Solutions, Inc. /IL	1.08K	Sep 30, 26	-389	0.01%
Jacobi Capital Management LLC	1.08K	Sep 30, 26	+1.08K	0.01%
Birchwood Financial Partners, Inc.	875	Sep 30, 26	+75	0.00%
BFC Planning, Inc.	852	Sep 30, 26	+250	0.00%
ARMSTRONG ADVISORY GROUP, INC	808	Sep 30, 26	+808	0.00%
NFSG Corp	742	Sep 30, 26	+742	0.00%
Financial Management Professionals, Inc.	700	Sep 30, 26	--	0.00%
Planning Strategies Inc.	548	Sep 30, 26	--	0.00%
Ascentis Independent Advisors	513	Sep 30, 26	+513	0.00%
Gould Capital, LLC	500	Sep 30, 26	--	0.00%
ASHTON THOMAS SECURITIES, LLC	493	Sep 30, 26	+493	0.00%
Physician Wealth Advisors, Inc.	377	Sep 30, 26	--	0.00%
IFP Advisors, Inc	263	Sep 30, 26	+2	0.00%
NBH Bank	209	Sep 30, 26	+57	0.00%
Steward Partners Investment Advisory, LLC	200	Sep 30, 26	--	0.00%
FIDUCIARY ADVISORS, INC.	192	Sep 30, 26	+1	0.00%
Latitude Advisors, LLC	126	Sep 30, 26	+126	0.00%
FMR LLC	47	Sep 30, 26	-1.40K	0.00%
Oakworth Capital, Inc.	32	Sep 30, 26	--	0.00%
LANARK FINANCIAL, INC.	20	Sep 30, 26	+20	0.00%
VANGUARD ADVISERS INC	1	Sep 30, 26	-3	0.00%
Parallel Advisors, LLC	--	Sep 30, 26	-28	--
Verum Partners LLC	--	Sep 30, 26	-2.47K	--
Portland Financial Advisors Inc	--	Sep 30, 26	-2.02K	--
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	--	Sep 30, 26	-2.10K	--
Vermillion Wealth Management, Inc.	--	Sep 30, 26	-543	--
Atlatl Advisers LLC	--	Sep 30, 26	-887	--
Meridian Wealth Management, LLC	--	Sep 30, 26	-2.00K	--
Compass Advisory Group LLC	--	Sep 30, 26	-3.47K	--
ASSETMARK, INC	--	Sep 30, 26	-49	--
AdvisorNet Financial, Inc	--	Sep 30, 26	-300	--
Sunesis Advisors, LLC	--	Sep 30, 26	-18.51K	--
HRT FINANCIAL LP	--	Sep 30, 26	-3.02K	--
Advisory Services Network, LLC	--	Sep 30, 26	-2.09K	--
Rockefeller Capital Management L.P.	--	Sep 30, 26	-3.00K	--
EASTERN BANK	--	Sep 30, 26	-500	--
Brand Asset Management Group, Inc.	--	Sep 30, 26	-4.34K	--
MONETA GROUP INVESTMENT ADVISORS LLC	--	Sep 30, 26	-2.41K	--
Garner Asset Management Corp	--	Sep 30, 26	-3.20K	--
TIAA TRUST, NATIONAL ASSOCIATION	--	Sep 30, 26	-31	--
L2 Asset Management, LLC	--	Sep 30, 26	-8.17K	--
Oxbow Advisors, LLC	--	Sep 30, 26	-3.68K	--
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.	--	Sep 30, 26	-602	--
FLOW TRADERS U.S. LLC	--	Sep 30, 26	-4.90K	--
MERCER GLOBAL ADVISORS INC /ADV	1.25M	Jun 30, 26	-74.78K	6.02%
BANK OF AMERICA CORP /DE/	409.26K	Jun 30, 26	+30.32K	1.96%
WELLS FARGO & COMPANY/MN	189.38K	Jun 30, 26	+35.00K	0.91%
RAYMOND JAMES FINANCIAL INC	168.18K	Jun 30, 26	-70.38K	0.81%
GOLDMAN SACHS GROUP INC	157.55K	Jun 30, 26	+128.12K	0.76%
Cetera Investment Advisers	120.11K	Jun 30, 26	+4.83K	0.58%
MORGAN STANLEY	101.97K	Jun 30, 26	-12.06K	0.49%
ENVESTNET ASSET MANAGEMENT INC	100.53K	Jun 30, 26	+8.19K	0.48%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	99.22K	Jun 30, 26	+69.42K	0.48%
Beacon Pointe Advisors, LLC	88.99K	Jun 30, 26	+5.20K	0.43%
MAYPORT, LLC	63.85K	Jun 30, 26	+1.85K	0.31%
Haverford Trust Co	61.56K	Jun 30, 26	+6.38K	0.30%
ROYAL BANK OF CANADA	51.35K	Jun 30, 26	+14.98K	0.25%
Financial Engines Advisors L.L.C.	40.76K	Jun 30, 26	+7.22K	0.20%
Sanchez Levi Garrett	40.23K	Jun 30, 26	--	0.19%
Corient Private Wealth LP	35.69K	Jun 30, 26	-134.95K	0.17%
NewEdge Advisors, LLC	34.42K	Jun 30, 26	+5.03K	0.17%
Karpus Management, Inc.	34.25K	Jun 30, 26	-700	0.16%
Ausdal Financial Partners, Inc.	26.09K	Jun 30, 26	-61	0.13%
Integrated Wealth Concepts LLC	24.90K	Jun 30, 26	+5.35K	0.12%
IF Advisors, LLC	19.40K	Jun 30, 26	-25.10K	0.09%
BROWN ADVISORY INC	16.15K	Jun 30, 26	-987	0.08%
AQR CAPITAL MANAGEMENT LLC	14.72K	Jun 30, 26	--	0.07%
Waverly Advisors, LLC	13.29K	Jun 30, 26	+150	0.06%
Pathstone Holdings, LLC	12.01K	Jun 30, 26	-1.93K	0.06%
CVA Family Office, LLC	8.96K	Jun 30, 26	-79	0.04%
L2 Asset Management, LLC	8.17K	Jun 30, 26	+8.17K	0.04%
Equitable Holdings, Inc.	7.96K	Jun 30, 26	+1.50K	0.04%
HEADINVEST, LLC	7.93K	Jun 30, 26	--	0.04%
Bridgewater Advisors Inc.	6.80K	Jun 30, 26	+6.80K	0.03%
Envestnet Portfolio Solutions, Inc.	6.78K	Jun 30, 26	+1.17K	0.03%
Betterment LLC	6.72K	Jun 30, 26	-2.66K	0.03%
Valley Financial Group, Inc.	6.53K	Jun 30, 26	+1.46K	0.03%
Integrity Wealth Solutions LLC	6.31K	Jun 30, 26	-410	0.03%
Main Street Financial Solutions, LLC	6.19K	Jun 30, 26	+353	0.03%
&PARTNERS	5.63K	Jun 30, 26	+523	0.03%
Eldridge Investment Advisors, Inc.	5.48K	Jun 30, 26	+880	0.03%
Crews Bank & Trust	5.45K	Jun 30, 26	--	0.03%
Alesco Advisors, LLC, An ESL Co	5.43K	Jun 30, 26	+2.63K	0.03%
Rehmann Capital Advisory Group	5.30K	Jun 30, 26	+35	0.03%
FLOW TRADERS U.S. LLC	4.90K	Jun 30, 26	-4.79K	0.02%
Cerity Partners LLC	4.68K	Jun 30, 26	+494	0.02%
Modern Wealth Management, LLC	4.56K	Jun 30, 26	-4.80K	0.02%
Essex Financial Services, Inc.	4.33K	Jun 30, 26	+2.00K	0.02%
Financial Plan, Inc.	3.78K	Jun 30, 26	+995	0.02%
Sequoia Financial Advisors, LLC	3.55K	Jun 30, 26	-822	0.02%
Compass Advisory Group LLC	3.47K	Jun 30, 26	+521	0.02%
Magnolia Private Wealth, LLC	3.23K	Jun 30, 26	-325	0.02%
Ritter Daniher Financial Advisory LLC / DE	3.05K	Jun 30, 26	+600	0.01%
Midwestern Financial, LLC /IA	3.01K	Jun 30, 26	+20	0.01%
COMPASS CAPITAL CORP /MA/ /ADV	2.65K	Jun 30, 26	+2.65K	0.01%
Delos Wealth Advisors, LLC	2.53K	Jun 30, 26	-5.32K	0.01%
Core Wealth Advisors, Inc.	2.47K	Jun 30, 26	+495	0.01%
FIDUCIARY TRUST CO	2.33K	Jun 30, 26	+2.33K	0.01%
Sequent Planning LLC	2.24K	Jun 30, 26	+2.24K	0.01%
Advisory Services Network, LLC	2.09K	Jun 30, 26	+3	0.01%
Mason Investment Advisory Services, Inc.	2.03K	Jun 30, 26	+53	0.01%
Graney & King, LLC	1.79K	Jun 30, 26	+216	0.01%
C M BIDWELL & ASSOCIATES LTD	595	Jun 30, 26	+82	0.00%
Gould Capital, LLC	500	Jun 30, 26	--	0.00%
NEPC LLC	261	Jun 30, 26	-16	0.00%
RAFFA WEALTH MANAGEMENT, LLC	167	Jun 30, 26	+1	0.00%
LRI Investments, LLC	36	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	4	Jun 30, 26	--	0.00%
VSM Wealth Advisory, LLC	--	Jun 30, 26	-7.23K	--
NewEdge Wealth, LLC	--	Jun 30, 26	-3.33K	--
Ancora Advisors LLC	--	Jun 30, 26	-200	--
Capstone Financial Advisors, Inc.	--	Jun 30, 26	-3.92K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-2.15K	--
Evanson Asset Management, LLC	27.21K	Mar 31, 26	+1.74K	0.13%
CWM, LLC	6.46K	Mar 31, 26	+7	0.03%
McIlrath & Eck, LLC	5.85K	Mar 31, 26	+2.26K	0.03%
TCFG WEALTH MANAGEMENT, LLC	2.96K	Mar 31, 26	--	0.01%
CIBC Private Wealth Group LLC	1.30K	Dec 31, 25	--	0.01%
Kathleen S. Wright Associates Inc.	15.16K	Sep 30, 25	+260	0.07%
ASSET PLANNING CORPORATION	5.15K	Sep 30, 25	+3.02K	0.02%
Bristlecone Advisors, LLC	3.48K	Sep 30, 25	+1.48K	0.02%
Accredited Wealth Management, LLC	516	Sep 30, 25	-819	0.00%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-8.66K	--
PrairieView Partners, LLC	29.57K	Jun 30, 25	-11.30K	0.14%
Graypoint LLC	16.40K	Jun 30, 25	--	0.08%
Family Firm, Inc.	--	Jun 30, 25	-2.06K	--
Orion Portfolio Solutions, LLC	6.27K	Mar 31, 25	+6.27K	0.03%
CAROLINAS WEALTH CONSULTING LLC	1.47K	Mar 31, 25	+7	0.01%
Kades & Cheifetz LLC	30.92K	Dec 31, 24	-14.64K	0.15%
Edge Capital Group, LLC	3.71K	Dec 31, 24	+3.71K	0.02%
Raymond James Financial Services Advisors, Inc.	54.39K	Sep 30, 24	+49.83K	0.26%
SINECERA CAPITAL, LLC	10.06K	Sep 30, 24	+95	0.05%
RAYMOND JAMES & ASSOCIATES	4.54K	Sep 30, 24	-46.84K	0.02%
FinTrust Capital Advisors, LLC	3.01K	Sep 30, 24	-40	0.01%
Annapolis Financial Services, LLC	557	Sep 30, 24	+134	0.00%
Carmichael Hill & Associates, Inc.	299	Sep 30, 24	+299	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	210	Jun 30, 24	+2	0.00%
CAMBRIDGE TRUST CO	908	Mar 31, 24	+26	0.00%
Cetera Advisor Networks LLC	--	Mar 31, 24	-2.19K	--
Landmark Financial Advisors, LLC	53.12K	Dec 31, 23	+5.33K	0.25%