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

$99.86—Stale · unknown old

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

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$99.86—Stale · unknown old

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VTES(VTES)

VTES

Institutional Ownership

Top 345 Institutional Holders

Holder	Shares	Date	Change	% Held
MERCER GLOBAL ADVISORS INC /ADV	1.25M	Jun 30, 26	-74.78K	6.02%
Wescott Financial Advisory Group, LLC	739.65K	Jun 30, 26	+14.13K	3.55%
BANK OF AMERICA CORP /DE/	409.26K	Jun 30, 26	+30.32K	1.96%
Gleason Group, Inc.	312.89K	Jun 30, 26	+13.33K	1.50%
TIAA Wealth Investment Management LLC	234.98K	Jun 30, 26	-31.18K	1.13%
SEEDS INVESTOR LLC	198.24K	Jun 30, 26	+4.14K	0.95%
WELLS FARGO & COMPANY/MN	189.38K	Jun 30, 26	+35.00K	0.91%
Savant Capital, LLC	181.06K	Jun 30, 26	+80.85K	0.87%
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%
LPL Financial LLC	97.13K	Jun 30, 26	+21.58K	0.47%
Berkshire Bank	96.15K	Jun 30, 26	+1.93K	0.46%
HALL CAPITAL MANAGEMENT CO INC	95.53K	Jun 30, 26	+95.53K	0.46%
Beaird Harris Wealth Management, LLC	94.97K	Jun 30, 26	-3.93K	0.46%
JONES FINANCIAL COMPANIES LLLP	94.95K	Jun 30, 26	+19.59K	0.46%
Stonebridge Capital Advisors LLC	94.22K	Jun 30, 26	+4.22K	0.45%
S.A. Mason LLC	92.42K	Jun 30, 26	+39.55K	0.44%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	90.51K	Jun 30, 26	+24.36K	0.43%
Beacon Pointe Advisors, LLC	88.99K	Jun 30, 26	+5.20K	0.43%
Altiora Financial Group, LLC	87.67K	Jun 30, 26	+13.16K	0.42%
COMMONWEALTH EQUITY SERVICES, LLC	83.63K	Jun 30, 26	-1.91K	0.40%
Hughes Financial Services, LLC	81.42K	Jun 30, 26	+5.81K	0.39%
Clearstead Advisors, LLC	80.44K	Jun 30, 26	+42.57K	0.39%
Buckingham Strategic Partners	76.99K	Jun 30, 26	+57.18K	0.37%
TRUIST FINANCIAL CORP	71.01K	Jun 30, 26	-24.62K	0.34%
ADVISOR GROUP HOLDINGS, INC.	66.52K	Jun 30, 26	+38.96K	0.32%
Apella Capital, LLC	64.17K	Jun 30, 26	-1.33K	0.31%
MAYPORT, LLC	63.85K	Jun 30, 26	+1.85K	0.31%
UBS Group AG	62.18K	Jun 30, 26	+16.84K	0.30%
Haverford Trust Co	61.56K	Jun 30, 26	+6.38K	0.30%
RW Investment Management LLC	61.27K	Jun 30, 26	+12.99K	0.29%
ECLECTIC ASSOCIATES INC /ADV	61.23K	Jun 30, 26	+10.08K	0.29%
GenTrust, LLC	58.68K	Jun 30, 26	-1.88K	0.28%
Capital Investment Services of America, Inc.	53.21K	Jun 30, 26	-23.11K	0.26%
Farther Finance Advisors, LLC	51.76K	Jun 30, 26	+20.48K	0.25%
ROYAL BANK OF CANADA	51.35K	Jun 30, 26	+14.98K	0.25%
Topsail Wealth Management, LLC	51.22K	Jun 30, 26	+109	0.25%
Firestone Capital Management	51.07K	Jun 30, 26	-7.56K	0.25%
BlueChip Wealth Advisors LLC	45.30K	Jun 30, 26	+5.21K	0.22%
Ashton Thomas Private Wealth, LLC	43.68K	Jun 30, 26	-3.81K	0.21%
Dakota Wealth Management	41.78K	Jun 30, 26	-500	0.20%
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%
Mariner, LLC	39.50K	Jun 30, 26	+3.00K	0.19%
Bedel Financial Consulting, Inc.	38.03K	Jun 30, 26	+3.23K	0.18%
CI Private Wealth, LLC	35.69K	Jun 30, 26	-134.95K	0.17%
Haven Private, LLC	34.66K	Jun 30, 26	-2.80K	0.17%
Sterling Financial Planning, Inc.	34.65K	Jun 30, 26	+1.67K	0.17%
NewEdge Advisors, LLC	34.42K	Jun 30, 26	+5.03K	0.17%
Aspire Private Capital, LLC	34.36K	Jun 30, 26	+5.33K	0.16%
Karpus Management, Inc.	34.25K	Jun 30, 26	-700	0.16%
GENESIS PRIVATE WEALTH, LLC	33.71K	Jun 30, 26	+2.92K	0.16%
HighTower Advisors, LLC	33.11K	Jun 30, 26	+28.39K	0.16%
Elequin Securities, LLC	31.28K	Jun 30, 26	+27.39K	0.15%
Callan Family Office, LLC	30.95K	Jun 30, 26	+30.95K	0.15%
Burton Enright Welch	30.54K	Jun 30, 26	+10.19K	0.15%
Atria Investments, Inc	29.63K	Jun 30, 26	+2.79K	0.14%
Americana Partners, LLC	29.60K	Jun 30, 26	+29.60K	0.14%
Evanson Financial, LLC	27.07K	Jun 30, 26	+27.07K	0.13%
DAYMARK WEALTH PARTNERS, LLC	26.83K	Jun 30, 26	+4.56K	0.13%
Ausdal Financial Partners, Inc.	26.09K	Jun 30, 26	-61	0.13%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	25.97K	Jun 30, 26	+5.60K	0.12%
Eaton-Cambridge Inc.	25.37K	Jun 30, 26	+1.72K	0.12%
TCI Wealth Advisors, Inc.	25.16K	Jun 30, 26	-13.51K	0.12%
Integrated Wealth Concepts LLC	24.90K	Jun 30, 26	+5.35K	0.12%
Silver Oak Advisory Group, Inc.	24.80K	Jun 30, 26	+938	0.12%
MML INVESTORS SERVICES, LLC	24.37K	Jun 30, 26	+13.55K	0.12%
TCG Advisory Services, LLC	24.37K	Jun 30, 26	+16.13K	0.12%
Frankly Finances, LLC	23.30K	Jun 30, 26	+1.90K	0.11%
BROWN WEALTH MANAGEMENT, LLC	22.58K	Jun 30, 26	-2.24K	0.11%
SURIENCE PRIVATE WEALTH LLC	22.49K	Jun 30, 26	-1.92K	0.11%
Choate Investment Advisors	22.39K	Jun 30, 26	+3.29K	0.11%
SNS Financial Group, LLC	21.90K	Jun 30, 26	+15.68K	0.11%
WINNOW WEALTH LLC	21.25K	Jun 30, 26	+5.01K	0.10%
STIFEL FINANCIAL CORP	20.33K	Jun 30, 26	-641	0.10%
JACOBSON & SCHMITT ADVISORS, LLC	19.90K	Jun 30, 26	-474	0.10%
STEPHENS INC /AR/	19.73K	Jun 30, 26	+14.47K	0.09%
IF Advisors, LLC	19.40K	Jun 30, 26	-25.10K	0.09%
Passive Capital Management, LLC.	18.64K	Jun 30, 26	-5.59K	0.09%
Sunesis Advisors, LLC	18.51K	Jun 30, 26	+7.84K	0.09%
Diversified Portfolios, Inc.	18.42K	Jun 30, 26	-1.41K	0.09%
MB Generational Wealth, LLC	18.38K	Jun 30, 26	+14.23K	0.09%
Laurel Wealth Advisors LLC	18.29K	Jun 30, 26	+501	0.09%
HB Wealth Management, LLC	18.25K	Jun 30, 26	-3.13K	0.09%
EAGLE ROCK INVESTMENT COMPANY, LLC	17.69K	Jun 30, 26	+4.16K	0.08%
Private Advisor Group, LLC	17.50K	Jun 30, 26	-19.42K	0.08%
Single Point Partners, LLC	17.37K	Jun 30, 26	+1.81K	0.08%
Kestra Advisory Services, LLC	17.29K	Jun 30, 26	+10.14K	0.08%
SRS Capital Advisors, Inc.	16.79K	Jun 30, 26	+1.24K	0.08%
BROWN ADVISORY INC	16.15K	Jun 30, 26	-987	0.08%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	15.45K	Jun 30, 26	+942	0.07%
Integrity Investment Advisors, LLC	15.36K	Jun 30, 26	-4.40K	0.07%
AQR CAPITAL MANAGEMENT LLC	14.72K	Jun 30, 26	--	0.07%
Allodium Investment Consultants, LLC	14.35K	Jun 30, 26	-5.24K	0.07%
GEN Financial Management, INC.	14.33K	Jun 30, 26	+511	0.07%
Resources Investment Advisors, LLC.	14.04K	Jun 30, 26	+75	0.07%
McNaughton Wealth Management, LLC	13.47K	Jun 30, 26	+8.52K	0.06%
Waverly Advisors, LLC	13.29K	Jun 30, 26	+150	0.06%
URS Advisory LLC	13.21K	Jun 30, 26	+4.12K	0.06%
Sound Portfolio Advisors, LLC	12.87K	Jun 30, 26	+8.87K	0.06%
Tribridge Partners Financial LLC	12.86K	Jun 30, 26	+1.41K	0.06%
CARDIFF PARK ADVISORS, LLC	12.84K	Jun 30, 26	-993	0.06%
SwitchPoint Financial Planning, LLC	12.35K	Jun 30, 26	-102	0.06%
Whitegate Investment Counselors, Inc.	12.33K	Jun 30, 26	-5.05K	0.06%
Per Stirling Capital Management, LLC.	12.07K	Jun 30, 26	+969	0.06%
Pathstone Holdings, LLC	12.01K	Jun 30, 26	-1.93K	0.06%
FLAGSHIP HARBOR ADVISORS, LLC	11.96K	Jun 30, 26	-67	0.06%
Signal Advisors Wealth, LLC	11.89K	Jun 30, 26	--	0.06%
Alhambra Investment Partners LLC	11.70K	Jun 30, 26	+900	0.06%
Ballast Rock Private Wealth LLC	10.91K	Jun 30, 26	-65	0.05%
Allworth Financial LP	10.89K	Jun 30, 26	+4.37K	0.05%
KING LUTHER CAPITAL MANAGEMENT CORP	10.79K	Jun 30, 26	--	0.05%
Janney Montgomery Scott LLC	10.77K	Jun 30, 26	-260	0.05%
Mutual Advisors, LLC	10.71K	Jun 30, 26	+10.71K	0.05%
JPMORGAN CHASE & CO	10.18K	Jun 30, 26	+7.84K	0.05%
Planning Center, Inc.	10.17K	Jun 30, 26	-495	0.05%
Congress Park Capital LLC	10.00K	Jun 30, 26	+2.00K	0.05%
BURNEY CO/	9.76K	Jun 30, 26	+792	0.05%
Cambridge Investment Research Advisors, Inc.	9.54K	Jun 30, 26	+315	0.05%
Quantinno Capital Management LP	9.44K	Jun 30, 26	-1.98K	0.05%
BLAIR WILLIAM & CO/IL	9.41K	Jun 30, 26	-885	0.05%
Capital Group Private Client Services, Inc.	9.39K	Jun 30, 26	+9.39K	0.05%
Zhang Financial LLC	9.37K	Jun 30, 26	+9.37K	0.04%
Sentinus, LLC	9.36K	Jun 30, 26	--	0.04%
Pillar Financial Advisors, LLC	9.31K	Jun 30, 26	-12.84K	0.04%
Wedmont Private Capital	9.10K	Jun 30, 26	+1.16K	0.04%
CVA Family Office, LLC	8.96K	Jun 30, 26	-79	0.04%
Savvy Advisors, Inc.	8.90K	Jun 30, 26	+805	0.04%
Three Arch Wealth Management LLC	8.77K	Jun 30, 26	+93	0.04%
Bridgewealth Advisory Group, LLC	8.72K	Jun 30, 26	-413	0.04%
Gutierrez Wealth Advisory, LLC	8.38K	Jun 30, 26	+46	0.04%
Fortune Financial Advisors, LLC	8.24K	Jun 30, 26	+661	0.04%
STONE LOFT WEALTH MANAGEMENT LLC	8.22K	Jun 30, 26	-279	0.04%
L2 Asset Management, LLC	8.17K	Jun 30, 26	+8.17K	0.04%
Concurrent Investment Advisors, LLC	8.14K	Jun 30, 26	-477	0.04%
Equitable Holdings, Inc.	7.96K	Jun 30, 26	+1.50K	0.04%
HEADINVEST, LLC	7.93K	Jun 30, 26	--	0.04%
Integrity Advisory Solutions, LLC	7.91K	Jun 30, 26	--	0.04%
Thrive Wealth Management, LLC	7.49K	Jun 30, 26	+752	0.04%
Roan Capital Partners	7.33K	Jun 30, 26	-330	0.04%
WealthSpring Partners, LLC	7.21K	Jun 30, 26	+8	0.03%
Rockbridge Investment Management, LCC	7.06K	Jun 30, 26	--	0.03%
Manuka Financial, LLC	7.02K	Jun 30, 26	+871	0.03%
Colony Group, LLC	7.01K	Jun 30, 26	-311	0.03%
Avidian Wealth Solutions, LLC	6.97K	Jun 30, 26	+3.38K	0.03%
EnRich Financial Partners LLC	6.83K	Jun 30, 26	-2	0.03%
MCCARTER PRIVATE WEALTH SERVICES LLC	6.81K	Jun 30, 26	+6.81K	0.03%
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%
RCS Financial Planning, LLC	6.66K	Jun 30, 26	--	0.03%
Arbor Investment Advisors, LLC	6.64K	Jun 30, 26	--	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%
HARBOUR INVESTMENTS, INC.	6.26K	Jun 30, 26	+939	0.03%
Main Street Financial Solutions, LLC	6.19K	Jun 30, 26	+353	0.03%
R2 Capital Strategies, LLC	6.16K	Jun 30, 26	+6.16K	0.03%
Hurlow Wealth Management Group, Inc.	5.98K	Jun 30, 26	+1.09K	0.03%
EverSource Wealth Advisors, LLC	5.94K	Jun 30, 26	-400	0.03%
Cornerstone Financial Management LLC	5.92K	Jun 30, 26	+225	0.03%
Baird Financial Group, Inc.	5.91K	Jun 30, 26	+3.50K	0.03%
CoreCap Advisors, LLC	5.91K	Jun 30, 26	+1.11K	0.03%
Symmetry Partners, LLC	5.72K	Jun 30, 26	+1.13K	0.03%
WILEY BROS.-AINTREE CAPITAL, LLC	5.63K	Jun 30, 26	+523	0.03%
Elser Financial Planning, Inc	5.62K	Jun 30, 26	+1.67K	0.03%
Eldridge Investment Advisors, Inc.	5.48K	Jun 30, 26	+880	0.03%
Schiavi & Co LLC	5.47K	Jun 30, 26	+5.47K	0.03%
Crews Bank & Trust	5.45K	Jun 30, 26	--	0.03%
TAGStone Capital, Inc.	5.44K	Jun 30, 26	-440	0.03%
Donalies Financial Planning, LLC	5.44K	Jun 30, 26	+1.69K	0.03%
ALESCO ADVISORS LLC	5.43K	Jun 30, 26	+2.63K	0.03%
Montis Financial, LLC	5.31K	Jun 30, 26	--	0.03%
Rehmann Capital Advisory Group	5.30K	Jun 30, 26	+35	0.03%
Stone Point Wealth LLC	5.28K	Jun 30, 26	-133	0.03%
VestGen Advisors, LLC	5.27K	Jun 30, 26	+1	0.03%
Sanctuary Advisors, LLC	5.21K	Jun 30, 26	+749	0.03%
L.K. Benson & Company, P.C.	5.18K	Jun 30, 26	+24	0.02%
Quantum Financial Planning Services, Inc.	5.08K	Jun 30, 26	--	0.02%
First Heartland Consultants, Inc.	5.01K	Jun 30, 26	-695	0.02%
Piscataqua Savings Bank	5.00K	Jun 30, 26	--	0.02%
Miracle Mile Advisors, LLC	4.95K	Jun 30, 26	+4.95K	0.02%
FLOW TRADERS U.S. LLC	4.90K	Jun 30, 26	-4.79K	0.02%
CreativeOne Wealth, LLC	4.78K	Jun 30, 26	+779	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%
Slow Capital, Inc.	4.47K	Jun 30, 26	+4.47K	0.02%
INDEPENDENT FINANCIAL GROUP, LLC	4.37K	Jun 30, 26	+1.22K	0.02%
Brand Asset Management Group, Inc.	4.34K	Jun 30, 26	+4.34K	0.02%
Essex Financial Services, Inc.	4.33K	Jun 30, 26	+2.00K	0.02%
SigFig Wealth Management, LLC	4.32K	Jun 30, 26	+438	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	4.31K	Jun 30, 26	+703	0.02%
XML Financial, LLC	4.27K	Jun 30, 26	--	0.02%
Directional Asset Management	4.22K	Jun 30, 26	-2.33K	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	4.21K	Jun 30, 26	-1.06K	0.02%
Atomi Financial Group, Inc.	4.14K	Jun 30, 26	+1.19K	0.02%
Lake Hills Wealth Management, LLC	4.07K	Jun 30, 26	+4.07K	0.02%
Hanson & Doremus Investment Management	4.05K	Jun 30, 26	+2.57K	0.02%
Portfolio Resources Advisor Group, Inc.	3.78K	Jun 30, 26	+3.78K	0.02%
Financial Plan, Inc.	3.78K	Jun 30, 26	+995	0.02%
Burk Holdings LLC	3.76K	Jun 30, 26	+558	0.02%
Integrated Advisors Network LLC	3.70K	Jun 30, 26	+3.70K	0.02%
Oxbow Advisors, LLC	3.68K	Jun 30, 26	-987	0.02%
Bryn Mawr Capital Management, LLC	3.68K	Jun 30, 26	--	0.02%
Summit Financial, LLC	3.67K	Jun 30, 26	+24	0.02%
TCFG Investment Advisors, LLC	3.66K	Jun 30, 26	+700	0.02%
Modera Wealth Management, LLC	3.55K	Jun 30, 26	+3.55K	0.02%
Sequoia Financial Advisors, LLC	3.55K	Jun 30, 26	-822	0.02%
Worth Asset Management, LLC	3.50K	Jun 30, 26	+3.50K	0.02%
Compass Advisory Group LLC	3.47K	Jun 30, 26	+521	0.02%
Acumen Wealth Advisors, LLC	3.46K	Jun 30, 26	+3.46K	0.02%
Diversified Trust Co	3.43K	Jun 30, 26	+3.43K	0.02%
WHITTIER TRUST CO OF NEVADA INC	3.37K	Jun 30, 26	+3.37K	0.02%
Magnolia Private Wealth, LLC	3.23K	Jun 30, 26	-325	0.02%
Garner Asset Management Corp	3.20K	Jun 30, 26	--	0.02%
BRIGHTON JONES LLC	3.17K	Jun 30, 26	+165	0.02%
Global Retirement Partners, LLC	3.13K	Jun 30, 26	+3.13K	0.02%
Ritter Daniher Financial Advisory LLC / DE	3.05K	Jun 30, 26	+600	0.01%
HRT FINANCIAL LP	3.02K	Jun 30, 26	+3.02K	0.01%
Midwestern Financial, LLC /IA	3.01K	Jun 30, 26	+20	0.01%
Rockefeller Capital Management L.P.	3.00K	Jun 30, 26	+3.00K	0.01%
Trellis Wealth Advisors LLC	2.98K	Jun 30, 26	--	0.01%
Heartwood Wealth Advisors LLC	2.98K	Jun 30, 26	--	0.01%
Pasadena Private Wealth, LLC	2.66K	Jun 30, 26	+2.66K	0.01%
COMPASS CAPITAL CORP /MA/ /ADV	2.65K	Jun 30, 26	+2.65K	0.01%
MCF Advisors LLC	2.56K	Jun 30, 26	+25	0.01%
Delos Wealth Advisors, LLC	2.53K	Jun 30, 26	-5.32K	0.01%
BOS Asset Management, LLC	2.51K	Jun 30, 26	+15	0.01%
180 WEALTH ADVISORS, LLC	2.50K	Jun 30, 26	--	0.01%
Argent Trust Co	2.50K	Jun 30, 26	--	0.01%
Core Wealth Advisors, Inc.	2.47K	Jun 30, 26	+495	0.01%
Verum Partners LLC	2.47K	Jun 30, 26	+15	0.01%
North Star Investment Management Corp.	2.46K	Jun 30, 26	--	0.01%
Lodestone Wealth Management LLC	2.45K	Jun 30, 26	--	0.01%
ELEVATUS WELATH MANAGEMENT	2.44K	Jun 30, 26	+2.44K	0.01%
Amicus Financial Advisors, LLC	2.44K	Jun 30, 26	--	0.01%
IFG Advisory, LLC	2.42K	Jun 30, 26	+2.42K	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	2.41K	Jun 30, 26	-245	0.01%
PDS Planning, Inc	2.40K	Jun 30, 26	+16	0.01%
Fortis Group Advisors, LLC	2.39K	Jun 30, 26	+11	0.01%
Retirement Planning Group	2.38K	Jun 30, 26	--	0.01%
SCS Capital Management LLC	2.37K	Jun 30, 26	--	0.01%
Washington Trust Advisors, Inc.	2.35K	Jun 30, 26	+129	0.01%
FIDUCIARY TRUST CO	2.33K	Jun 30, 26	+2.33K	0.01%
Valmark Advisers, Inc.	2.29K	Jun 30, 26	--	0.01%
Level Financial Advisors, Inc.	2.29K	Jun 30, 26	--	0.01%
BOSTON FAMILY OFFICE LLC	2.25K	Jun 30, 26	--	0.01%
Cornerstone Wealth Group, LLC	2.25K	Jun 30, 26	--	0.01%
Sequent Planning LLC	2.24K	Jun 30, 26	+2.24K	0.01%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	2.23K	Jun 30, 26	-545	0.01%
B. Riley Wealth Advisors, Inc.	2.21K	Jun 30, 26	+4	0.01%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	2.10K	Jun 30, 26	-4.79K	0.01%
Advisory Services Network, LLC	2.09K	Jun 30, 26	+3	0.01%
Stratos Wealth Partners, LTD.	2.08K	Jun 30, 26	-4.12K	0.01%
Independent Advisor Alliance	2.04K	Jun 30, 26	+2.04K	0.01%
Mason Investment Advisory Services, Inc.	2.03K	Jun 30, 26	+53	0.01%
Portland Financial Advisors Inc	2.02K	Jun 30, 26	--	0.01%
Perigon Wealth Management, LLC	2.01K	Jun 30, 26	+2.01K	0.01%
Life Planning Partners, Inc	2.00K	Jun 30, 26	--	0.01%
Meridian Wealth Management, LLC	2.00K	Jun 30, 26	-2.60K	0.01%
JFS WEALTH ADVISORS, LLC	1.98K	Jun 30, 26	--	0.01%
WEDBUSH SECURITIES INC	1.98K	Jun 30, 26	+1.98K	0.01%
Wealth Enhancement Trust Services, Inc.	1.97K	Jun 30, 26	--	0.01%
3 FACTOR INDEXING, LLC	1.87K	Jun 30, 26	--	0.01%
Graney & King, LLC	1.79K	Jun 30, 26	+216	0.01%
Westside Investment Management, Inc.	1.50K	Jun 30, 26	+500	0.01%
Triumph Capital Management	1.49K	Jun 30, 26	+490	0.01%
Strategic Investment Solutions, Inc. /IL	1.47K	Jun 30, 26	-481	0.01%
FMR LLC	1.45K	Jun 30, 26	+969	0.01%
AMERICAN NATIONAL BANK	1.27K	Jun 30, 26	+405	0.01%
ROTHSCHILD INVESTMENT LLC	1.25K	Jun 30, 26	--	0.01%
AE Wealth Management LLC	1.15K	Jun 30, 26	+313	0.01%
Aptus Capital Advisors, LLC	1.10K	Jun 30, 26	-79	0.01%
Atlatl Advisers LLC	887	Jun 30, 26	+887	0.00%
Signature Equity Partners, LLC	850	Jun 30, 26	-1.51K	0.00%
Birchwood Financial Partners, Inc.	800	Jun 30, 26	+450	0.00%
Rossby Financial, LCC	780	Jun 30, 26	+27	0.00%
Financial Management Professionals, Inc.	700	Jun 30, 26	--	0.00%
C M BIDWELL & ASSOCIATES LTD	595	Jun 30, 26	+82	0.00%
Planning Strategies Inc.	548	Jun 30, 26	+548	0.00%
Vermillion Wealth Management, Inc.	543	Jun 30, 26	+3	0.00%
EASTERN BANK	500	Jun 30, 26	--	0.00%
Gould Capital, LLC	500	Jun 30, 26	--	0.00%
Physician Wealth Advisors, Inc.	377	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	300	Jun 30, 26	--	0.00%
NEPC LLC	261	Jun 30, 26	-16	0.00%
IFP Advisors, Inc	261	Jun 30, 26	+1	0.00%
Steward Partners Investment Advisory, LLC	200	Jun 30, 26	--	0.00%
FIDUCIARY ADVISORS, INC.	191	Jun 30, 26	-2.88K	0.00%
RAFFA WEALTH MANAGEMENT, LLC	167	Jun 30, 26	+1	0.00%
NBH Bank	152	Jun 30, 26	+152	0.00%
ASSETMARK, INC	49	Jun 30, 26	+49	0.00%
LRI Investments, LLC	36	Jun 30, 26	--	0.00%
Oakworth Capital, Inc.	32	Jun 30, 26	+32	0.00%
TIAA TRUST, NATIONAL ASSOCIATION	31	Jun 30, 26	-2.79K	0.00%
Parallel Advisors, LLC	28	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	4	Jun 30, 26	--	0.00%
MAI Capital Management	--	Jun 30, 26	-299	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-2.15K	--
Root Financial Partners, LLC	--	Jun 30, 26	-975	--
Essex Savings Bank	--	Jun 30, 26	-8.02K	--
NewEdge Wealth, LLC	--	Jun 30, 26	-3.33K	--
ETF Portfolio Partners, Inc.	--	Jun 30, 26	-3.49K	--
CGN Advisors LLC	--	Jun 30, 26	-2.28K	--
BURLING WEALTH PARTNERS, LLC	--	Jun 30, 26	-2.40K	--
Vise Technologies, Inc.	--	Jun 30, 26	-2.48K	--
SeaCrest Wealth Management, LLC	--	Jun 30, 26	-2.15K	--
Willis Johnson & Associates, Inc.	--	Jun 30, 26	-2.66K	--
Westmount Partners, LLC	--	Jun 30, 26	-6.80K	--
VSM Wealth Advisory, LLC	--	Jun 30, 26	-7.23K	--
PNC FINANCIAL SERVICES GROUP, INC.	--	Jun 30, 26	-32	--
Creative Planning	--	Jun 30, 26	-2.91K	--
Capstone Financial Advisors, Inc.	--	Jun 30, 26	-3.92K	--
Ancora Advisors, LLC	--	Jun 30, 26	-200	--
First Affirmative Financial Network	46.95K	Mar 31, 26	+46.95K	0.23%
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%

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Holder

Date

Change

% Held

MERCER GLOBAL ADVISORS INC /ADV

1.25M

Jun 30, 26

-74.78K

6.02%

Wescott Financial Advisory Group, LLC

739.65K

Jun 30, 26

+14.13K

3.55%

BANK OF AMERICA CORP /DE/

409.26K

Jun 30, 26

+30.32K

1.96%

Gleason Group, Inc.

312.89K

Jun 30, 26

+13.33K

1.50%

TIAA Wealth Investment Management LLC

234.98K

Jun 30, 26

-31.18K

1.13%

SEEDS INVESTOR LLC

198.24K

Jun 30, 26

+4.14K

0.95%

WELLS FARGO & COMPANY/MN

189.38K

Jun 30, 26

+35.00K

0.91%

Savant Capital, LLC

181.06K

Jun 30, 26

+80.85K

0.87%

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%

LPL Financial LLC

97.13K

Jun 30, 26

+21.58K

0.47%

Berkshire Bank

96.15K

Jun 30, 26

+1.93K

0.46%

HALL CAPITAL MANAGEMENT CO INC

95.53K

Jun 30, 26

+95.53K

0.46%

Beaird Harris Wealth Management, LLC

94.97K

Jun 30, 26

-3.93K

0.46%

JONES FINANCIAL COMPANIES LLLP

94.95K

Jun 30, 26

+19.59K

0.46%

Stonebridge Capital Advisors LLC

94.22K

Jun 30, 26

+4.22K

0.45%

S.A. Mason LLC

92.42K

Jun 30, 26

+39.55K

0.44%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

90.51K

Jun 30, 26

+24.36K

0.43%

Beacon Pointe Advisors, LLC

88.99K

Jun 30, 26

+5.20K

0.43%

Altiora Financial Group, LLC

87.67K

Jun 30, 26

+13.16K

0.42%

COMMONWEALTH EQUITY SERVICES, LLC

83.63K

Jun 30, 26

-1.91K

0.40%

Hughes Financial Services, LLC

81.42K

Jun 30, 26

+5.81K

0.39%

Clearstead Advisors, LLC

80.44K

Jun 30, 26

+42.57K

0.39%

Buckingham Strategic Partners

76.99K

Jun 30, 26

+57.18K

0.37%

TRUIST FINANCIAL CORP

71.01K

Jun 30, 26

-24.62K

0.34%

ADVISOR GROUP HOLDINGS, INC.

66.52K

Jun 30, 26

+38.96K

0.32%

Apella Capital, LLC

64.17K

Jun 30, 26

-1.33K

0.31%

MAYPORT, LLC

63.85K

Jun 30, 26

+1.85K

0.31%

UBS Group AG

62.18K

Jun 30, 26

+16.84K

0.30%

Haverford Trust Co

61.56K

Jun 30, 26

+6.38K

0.30%

RW Investment Management LLC

61.27K

Jun 30, 26

+12.99K

0.29%

ECLECTIC ASSOCIATES INC /ADV

61.23K

Jun 30, 26

+10.08K

0.29%

GenTrust, LLC

58.68K

Jun 30, 26

-1.88K

0.28%

Capital Investment Services of America, Inc.

53.21K

Jun 30, 26

-23.11K

0.26%

Farther Finance Advisors, LLC

51.76K

Jun 30, 26

+20.48K

0.25%

ROYAL BANK OF CANADA

51.35K

Jun 30, 26

+14.98K

0.25%

Topsail Wealth Management, LLC

51.22K

Jun 30, 26

+109

0.25%

Firestone Capital Management

51.07K

Jun 30, 26

-7.56K

0.25%

BlueChip Wealth Advisors LLC

45.30K

Jun 30, 26

+5.21K

0.22%

Ashton Thomas Private Wealth, LLC

43.68K

Jun 30, 26

-3.81K

0.21%

Dakota Wealth Management

41.78K

Jun 30, 26

-500

0.20%

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%

Mariner, LLC

39.50K

Jun 30, 26

+3.00K

0.19%

Bedel Financial Consulting, Inc.

38.03K

Jun 30, 26

+3.23K

0.18%

CI Private Wealth, LLC

35.69K

Jun 30, 26

-134.95K

0.17%

Haven Private, LLC

34.66K

Jun 30, 26

-2.80K

0.17%

Sterling Financial Planning, Inc.

34.65K

Jun 30, 26

+1.67K

0.17%

NewEdge Advisors, LLC

34.42K

Jun 30, 26

+5.03K

0.17%

Aspire Private Capital, LLC

34.36K

Jun 30, 26

+5.33K

0.16%

Karpus Management, Inc.

34.25K

Jun 30, 26

-700

0.16%

GENESIS PRIVATE WEALTH, LLC

33.71K

Jun 30, 26

+2.92K

0.16%

HighTower Advisors, LLC

33.11K

Jun 30, 26

+28.39K

0.16%

Elequin Securities, LLC

31.28K

Jun 30, 26

+27.39K

0.15%

Callan Family Office, LLC

30.95K

Jun 30, 26

+30.95K

0.15%

Burton Enright Welch

30.54K

Jun 30, 26

+10.19K

0.15%

Atria Investments, Inc

29.63K

Jun 30, 26

+2.79K

0.14%

Americana Partners, LLC

29.60K

Jun 30, 26

+29.60K

0.14%

Evanson Financial, LLC

27.07K

Jun 30, 26

+27.07K

0.13%

DAYMARK WEALTH PARTNERS, LLC

26.83K

Jun 30, 26

+4.56K

0.13%

Ausdal Financial Partners, Inc.

26.09K

Jun 30, 26

-61

0.13%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

25.97K

Jun 30, 26

+5.60K

0.12%

Eaton-Cambridge Inc.

25.37K

Jun 30, 26

+1.72K

0.12%

TCI Wealth Advisors, Inc.

25.16K

Jun 30, 26

-13.51K

0.12%

Integrated Wealth Concepts LLC

24.90K

Jun 30, 26

+5.35K

0.12%

Silver Oak Advisory Group, Inc.

24.80K

Jun 30, 26

+938

0.12%

MML INVESTORS SERVICES, LLC

24.37K

Jun 30, 26

+13.55K

0.12%

TCG Advisory Services, LLC

24.37K

Jun 30, 26

+16.13K

0.12%

Frankly Finances, LLC

23.30K

Jun 30, 26

+1.90K

0.11%

BROWN WEALTH MANAGEMENT, LLC

22.58K

Jun 30, 26

-2.24K

0.11%

SURIENCE PRIVATE WEALTH LLC

22.49K

Jun 30, 26

-1.92K

0.11%

Choate Investment Advisors

22.39K

Jun 30, 26

+3.29K

0.11%

SNS Financial Group, LLC

21.90K

Jun 30, 26

+15.68K

0.11%

WINNOW WEALTH LLC

21.25K

Jun 30, 26

+5.01K

0.10%

STIFEL FINANCIAL CORP

20.33K

Jun 30, 26

-641

0.10%

JACOBSON & SCHMITT ADVISORS, LLC

19.90K

Jun 30, 26

-474

0.10%

STEPHENS INC /AR/

19.73K

Jun 30, 26

+14.47K

0.09%

IF Advisors, LLC

19.40K

Jun 30, 26

-25.10K

0.09%

Passive Capital Management, LLC.

18.64K

Jun 30, 26

-5.59K

0.09%

Sunesis Advisors, LLC

18.51K

Jun 30, 26

+7.84K

0.09%

Diversified Portfolios, Inc.

18.42K

Jun 30, 26

-1.41K

0.09%

MB Generational Wealth, LLC

18.38K

Jun 30, 26

+14.23K

0.09%

Laurel Wealth Advisors LLC

18.29K

Jun 30, 26

+501

0.09%

HB Wealth Management, LLC

18.25K

Jun 30, 26

-3.13K

0.09%

EAGLE ROCK INVESTMENT COMPANY, LLC

17.69K

Jun 30, 26

+4.16K

0.08%

Private Advisor Group, LLC

17.50K

Jun 30, 26

-19.42K

0.08%

Single Point Partners, LLC

17.37K

Jun 30, 26

+1.81K

0.08%

Kestra Advisory Services, LLC

17.29K

Jun 30, 26

+10.14K

0.08%

SRS Capital Advisors, Inc.

16.79K

Jun 30, 26

+1.24K

0.08%

BROWN ADVISORY INC

16.15K

Jun 30, 26

-987

0.08%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

15.45K

Jun 30, 26

+942

0.07%

Integrity Investment Advisors, LLC

15.36K

Jun 30, 26

-4.40K

0.07%

AQR CAPITAL MANAGEMENT LLC

14.72K

Jun 30, 26

0.07%

Allodium Investment Consultants, LLC

14.35K

Jun 30, 26

-5.24K

0.07%

GEN Financial Management, INC.

14.33K

Jun 30, 26

+511

0.07%

Resources Investment Advisors, LLC.

14.04K

Jun 30, 26

+75

0.07%

McNaughton Wealth Management, LLC

13.47K

Jun 30, 26

+8.52K

0.06%

Waverly Advisors, LLC

13.29K

Jun 30, 26

+150

0.06%

URS Advisory LLC

13.21K

Jun 30, 26

+4.12K

0.06%

Sound Portfolio Advisors, LLC

12.87K

Jun 30, 26

+8.87K

0.06%

Tribridge Partners Financial LLC

12.86K

Jun 30, 26

+1.41K

0.06%

CARDIFF PARK ADVISORS, LLC

12.84K

Jun 30, 26

-993

0.06%

SwitchPoint Financial Planning, LLC

12.35K

Jun 30, 26

-102

0.06%

Whitegate Investment Counselors, Inc.

12.33K

Jun 30, 26

-5.05K

0.06%

Per Stirling Capital Management, LLC.

12.07K

Jun 30, 26

+969

0.06%

Pathstone Holdings, LLC

12.01K

Jun 30, 26

-1.93K

0.06%

FLAGSHIP HARBOR ADVISORS, LLC

11.96K

Jun 30, 26

-67

0.06%

Signal Advisors Wealth, LLC

11.89K

Jun 30, 26

0.06%

Alhambra Investment Partners LLC

11.70K

Jun 30, 26

+900

0.06%

Ballast Rock Private Wealth LLC

10.91K

Jun 30, 26

-65

0.05%

Allworth Financial LP

10.89K

Jun 30, 26

+4.37K

0.05%

KING LUTHER CAPITAL MANAGEMENT CORP

10.79K

Jun 30, 26

0.05%

Janney Montgomery Scott LLC

10.77K

Jun 30, 26

-260

0.05%

Mutual Advisors, LLC

10.71K

Jun 30, 26

+10.71K

0.05%

JPMORGAN CHASE & CO

10.18K

Jun 30, 26

+7.84K

0.05%

Planning Center, Inc.

10.17K

Jun 30, 26

-495

0.05%

Congress Park Capital LLC

10.00K

Jun 30, 26

+2.00K

0.05%

BURNEY CO/

9.76K

Jun 30, 26

+792

0.05%

Cambridge Investment Research Advisors, Inc.

9.54K

Jun 30, 26

+315

0.05%

Quantinno Capital Management LP

9.44K

Jun 30, 26

-1.98K

0.05%

BLAIR WILLIAM & CO/IL

9.41K

Jun 30, 26

-885

0.05%

Capital Group Private Client Services, Inc.

9.39K

Jun 30, 26

+9.39K

0.05%

Zhang Financial LLC

9.37K

Jun 30, 26

+9.37K

0.04%

Sentinus, LLC

9.36K

Jun 30, 26

0.04%

Pillar Financial Advisors, LLC

9.31K

Jun 30, 26

-12.84K

0.04%

Wedmont Private Capital

9.10K

Jun 30, 26

+1.16K

0.04%

CVA Family Office, LLC

8.96K

Jun 30, 26

-79

0.04%

Savvy Advisors, Inc.

8.90K

Jun 30, 26

+805

0.04%

Three Arch Wealth Management LLC

8.77K

Jun 30, 26

+93

0.04%

Bridgewealth Advisory Group, LLC

8.72K

Jun 30, 26

-413

0.04%

Gutierrez Wealth Advisory, LLC

8.38K

Jun 30, 26

+46

0.04%

Fortune Financial Advisors, LLC

8.24K

Jun 30, 26

+661

0.04%

STONE LOFT WEALTH MANAGEMENT LLC

8.22K

Jun 30, 26

-279

0.04%

L2 Asset Management, LLC

8.17K

Jun 30, 26

+8.17K

0.04%

Concurrent Investment Advisors, LLC

8.14K

Jun 30, 26

-477

0.04%

Equitable Holdings, Inc.

7.96K

Jun 30, 26

+1.50K

0.04%

HEADINVEST, LLC

7.93K

Jun 30, 26

0.04%

Integrity Advisory Solutions, LLC

7.91K

Jun 30, 26

0.04%

Thrive Wealth Management, LLC

7.49K

Jun 30, 26

+752

0.04%

Roan Capital Partners

7.33K

Jun 30, 26

-330

0.04%

WealthSpring Partners, LLC

7.21K

Jun 30, 26

0.03%

Rockbridge Investment Management, LCC

7.06K

Jun 30, 26

0.03%

Manuka Financial, LLC

7.02K

Jun 30, 26

+871

0.03%

Colony Group, LLC

7.01K

Jun 30, 26

-311

0.03%

Avidian Wealth Solutions, LLC

6.97K

Jun 30, 26

+3.38K

0.03%

EnRich Financial Partners LLC

6.83K

Jun 30, 26

-2

0.03%

MCCARTER PRIVATE WEALTH SERVICES LLC

6.81K

Jun 30, 26

+6.81K

0.03%

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%

RCS Financial Planning, LLC

6.66K

Jun 30, 26

0.03%

Arbor Investment Advisors, LLC

6.64K

Jun 30, 26

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%

HARBOUR INVESTMENTS, INC.

6.26K

Jun 30, 26

+939

0.03%

Main Street Financial Solutions, LLC

6.19K

Jun 30, 26

+353

0.03%

R2 Capital Strategies, LLC

6.16K

Jun 30, 26

+6.16K

0.03%

Hurlow Wealth Management Group, Inc.

5.98K

Jun 30, 26

+1.09K

0.03%

EverSource Wealth Advisors, LLC

5.94K

Jun 30, 26

-400

0.03%

Cornerstone Financial Management LLC

5.92K

Jun 30, 26

+225

0.03%

Baird Financial Group, Inc.

5.91K

Jun 30, 26

+3.50K

0.03%

CoreCap Advisors, LLC

5.91K

Jun 30, 26

+1.11K

0.03%

Symmetry Partners, LLC

5.72K

Jun 30, 26

+1.13K

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

5.63K

Jun 30, 26

+523

0.03%

Elser Financial Planning, Inc

5.62K

Jun 30, 26

+1.67K

0.03%

Eldridge Investment Advisors, Inc.

5.48K

Jun 30, 26

+880

0.03%

Schiavi & Co LLC

5.47K

Jun 30, 26

+5.47K

0.03%

Crews Bank & Trust

5.45K

Jun 30, 26

0.03%

TAGStone Capital, Inc.

5.44K

Jun 30, 26

-440

0.03%

Donalies Financial Planning, LLC

5.44K

Jun 30, 26

+1.69K

0.03%

ALESCO ADVISORS LLC

5.43K

Jun 30, 26

+2.63K

0.03%

Montis Financial, LLC

5.31K

Jun 30, 26

0.03%

Rehmann Capital Advisory Group

5.30K

Jun 30, 26

+35

0.03%

Stone Point Wealth LLC

5.28K

Jun 30, 26

-133

0.03%

VestGen Advisors, LLC

5.27K

Jun 30, 26

0.03%

Sanctuary Advisors, LLC

5.21K

Jun 30, 26

+749

0.03%

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

5.18K

Jun 30, 26

+24

0.02%

Quantum Financial Planning Services, Inc.

5.08K

Jun 30, 26

0.02%

First Heartland Consultants, Inc.

5.01K

Jun 30, 26

-695

0.02%

Piscataqua Savings Bank

5.00K

Jun 30, 26

0.02%

Miracle Mile Advisors, LLC

4.95K

Jun 30, 26

+4.95K

0.02%

FLOW TRADERS U.S. LLC

4.90K

Jun 30, 26

-4.79K

0.02%

CreativeOne Wealth, LLC

4.78K

Jun 30, 26

+779

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%

Slow Capital, Inc.

4.47K

Jun 30, 26

+4.47K

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

4.37K

Jun 30, 26

+1.22K

0.02%

Brand Asset Management Group, Inc.

4.34K

Jun 30, 26

+4.34K

0.02%

Essex Financial Services, Inc.

4.33K

Jun 30, 26

+2.00K

0.02%

SigFig Wealth Management, LLC

4.32K

Jun 30, 26

+438

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

4.31K

Jun 30, 26

+703

0.02%

XML Financial, LLC

4.27K

Jun 30, 26

0.02%

Directional Asset Management

4.22K

Jun 30, 26

-2.33K

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

4.21K

Jun 30, 26

-1.06K

0.02%

Atomi Financial Group, Inc.

4.14K

Jun 30, 26

+1.19K

0.02%

Lake Hills Wealth Management, LLC

4.07K

Jun 30, 26

+4.07K

0.02%

Hanson & Doremus Investment Management

4.05K

Jun 30, 26

+2.57K

0.02%

Portfolio Resources Advisor Group, Inc.

3.78K

Jun 30, 26

+3.78K

0.02%

Financial Plan, Inc.

3.78K

Jun 30, 26

+995

0.02%

Burk Holdings LLC

3.76K

Jun 30, 26

+558

0.02%

Integrated Advisors Network LLC

3.70K

Jun 30, 26

+3.70K

0.02%

Oxbow Advisors, LLC

3.68K

Jun 30, 26

-987

0.02%

Bryn Mawr Capital Management, LLC

3.68K

Jun 30, 26

0.02%

Summit Financial, LLC

3.67K

Jun 30, 26

+24

0.02%

TCFG Investment Advisors, LLC

3.66K

Jun 30, 26

+700

0.02%

Modera Wealth Management, LLC

3.55K

Jun 30, 26

+3.55K

0.02%

Sequoia Financial Advisors, LLC

3.55K

Jun 30, 26

-822

0.02%

Worth Asset Management, LLC

3.50K

Jun 30, 26

+3.50K

0.02%

Compass Advisory Group LLC

3.47K

Jun 30, 26

+521

0.02%

Acumen Wealth Advisors, LLC

3.46K

Jun 30, 26

+3.46K

0.02%

Diversified Trust Co

3.43K

Jun 30, 26

+3.43K

0.02%

WHITTIER TRUST CO OF NEVADA INC

3.37K

Jun 30, 26

+3.37K

0.02%

Magnolia Private Wealth, LLC

3.23K

Jun 30, 26

-325

0.02%

Garner Asset Management Corp

3.20K

Jun 30, 26

0.02%

BRIGHTON JONES LLC

3.17K

Jun 30, 26

+165

0.02%

Global Retirement Partners, LLC

3.13K

Jun 30, 26

+3.13K

0.02%

Ritter Daniher Financial Advisory LLC / DE

3.05K

Jun 30, 26

+600

0.01%

HRT FINANCIAL LP

3.02K

Jun 30, 26

+3.02K

0.01%

Midwestern Financial, LLC /IA

3.01K

Jun 30, 26

+20

0.01%

Rockefeller Capital Management L.P.

3.00K

Jun 30, 26

+3.00K

0.01%

Trellis Wealth Advisors LLC

2.98K

Jun 30, 26

0.01%

Heartwood Wealth Advisors LLC

2.98K

Jun 30, 26

0.01%

Pasadena Private Wealth, LLC

2.66K

Jun 30, 26

+2.66K

0.01%

COMPASS CAPITAL CORP /MA/ /ADV

2.65K

Jun 30, 26

+2.65K

0.01%

MCF Advisors LLC

2.56K

Jun 30, 26

+25

0.01%

Delos Wealth Advisors, LLC

2.53K

Jun 30, 26

-5.32K

0.01%

BOS Asset Management, LLC

2.51K

Jun 30, 26

+15

0.01%

180 WEALTH ADVISORS, LLC

2.50K

Jun 30, 26

0.01%

Argent Trust Co

2.50K

Jun 30, 26

0.01%

Core Wealth Advisors, Inc.

2.47K

Jun 30, 26

+495

0.01%

Verum Partners LLC

2.47K

Jun 30, 26

+15

0.01%

North Star Investment Management Corp.

2.46K

Jun 30, 26

0.01%

Lodestone Wealth Management LLC

2.45K

Jun 30, 26

0.01%

ELEVATUS WELATH MANAGEMENT

2.44K

Jun 30, 26

+2.44K

0.01%

Amicus Financial Advisors, LLC

2.44K

Jun 30, 26

0.01%

IFG Advisory, LLC

2.42K

Jun 30, 26

+2.42K

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

2.41K

Jun 30, 26

-245

0.01%

PDS Planning, Inc

2.40K

Jun 30, 26

+16

0.01%

Fortis Group Advisors, LLC

2.39K

Jun 30, 26

+11

0.01%

Retirement Planning Group

2.38K

Jun 30, 26

0.01%

SCS Capital Management LLC

2.37K

Jun 30, 26

0.01%

Washington Trust Advisors, Inc.

2.35K

Jun 30, 26

+129

0.01%

FIDUCIARY TRUST CO

2.33K

Jun 30, 26

+2.33K

0.01%

Valmark Advisers, Inc.

2.29K

Jun 30, 26

0.01%

Level Financial Advisors, Inc.

2.29K

Jun 30, 26

0.01%

BOSTON FAMILY OFFICE LLC

2.25K

Jun 30, 26

0.01%

Cornerstone Wealth Group, LLC

2.25K

Jun 30, 26

0.01%

Sequent Planning LLC

2.24K

Jun 30, 26

+2.24K

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

2.23K

Jun 30, 26

-545

0.01%

B. Riley Wealth Advisors, Inc.

2.21K

Jun 30, 26

0.01%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

2.10K

Jun 30, 26

-4.79K

0.01%

Advisory Services Network, LLC

2.09K

Jun 30, 26

0.01%

Stratos Wealth Partners, LTD.

2.08K

Jun 30, 26

-4.12K

0.01%

Independent Advisor Alliance

2.04K

Jun 30, 26

+2.04K

0.01%

Mason Investment Advisory Services, Inc.

2.03K

Jun 30, 26

+53

0.01%

Portland Financial Advisors Inc

2.02K

Jun 30, 26

0.01%

Perigon Wealth Management, LLC

2.01K

Jun 30, 26

+2.01K

0.01%

Life Planning Partners, Inc

2.00K

Jun 30, 26

0.01%

Meridian Wealth Management, LLC

2.00K

Jun 30, 26

-2.60K

0.01%

JFS WEALTH ADVISORS, LLC

1.98K

Jun 30, 26

0.01%

WEDBUSH SECURITIES INC

1.98K

Jun 30, 26

+1.98K

0.01%

Wealth Enhancement Trust Services, Inc.

1.97K

Jun 30, 26

0.01%

3 FACTOR INDEXING, LLC

1.87K

Jun 30, 26

0.01%

Graney & King, LLC

1.79K

Jun 30, 26

+216

0.01%

Westside Investment Management, Inc.

1.50K

Jun 30, 26

+500

0.01%

Triumph Capital Management

1.49K

Jun 30, 26

+490

0.01%

Strategic Investment Solutions, Inc. /IL

1.47K

Jun 30, 26

-481

0.01%

FMR LLC

1.45K

Jun 30, 26

+969

0.01%

AMERICAN NATIONAL BANK

1.27K

Jun 30, 26

+405

0.01%

ROTHSCHILD INVESTMENT LLC

1.25K

Jun 30, 26

0.01%

AE Wealth Management LLC

1.15K

Jun 30, 26

+313

0.01%

Aptus Capital Advisors, LLC

1.10K

Jun 30, 26

-79

0.01%

Atlatl Advisers LLC

887

Jun 30, 26

+887

0.00%

Signature Equity Partners, LLC

850

Jun 30, 26

-1.51K

0.00%

Birchwood Financial Partners, Inc.

800

Jun 30, 26

+450

0.00%

Rossby Financial, LCC

780

Jun 30, 26

+27

0.00%

Financial Management Professionals, Inc.

700

Jun 30, 26

0.00%

C M BIDWELL & ASSOCIATES LTD

595

Jun 30, 26

+82

0.00%

Planning Strategies Inc.

548

Jun 30, 26

+548

0.00%

Vermillion Wealth Management, Inc.

543

Jun 30, 26

0.00%

EASTERN BANK

500

Jun 30, 26

0.00%

Gould Capital, LLC

500

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

377

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

300

Jun 30, 26

0.00%

NEPC LLC

261

Jun 30, 26

-16

0.00%

IFP Advisors, Inc

261

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

200

Jun 30, 26

0.00%

FIDUCIARY ADVISORS, INC.

191

Jun 30, 26

-2.88K

0.00%

RAFFA WEALTH MANAGEMENT, LLC

167

Jun 30, 26

0.00%

NBH Bank

152

Jun 30, 26

+152

0.00%

ASSETMARK, INC

Jun 30, 26

+49

0.00%

LRI Investments, LLC

Jun 30, 26

0.00%

Oakworth Capital, Inc.

Jun 30, 26

+32

0.00%

TIAA TRUST, NATIONAL ASSOCIATION

Jun 30, 26

-2.79K

0.00%

Parallel Advisors, LLC

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

0.00%

MAI Capital Management

Jun 30, 26

-299

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-2.15K

Root Financial Partners, LLC

Jun 30, 26

-975

Essex Savings Bank

Jun 30, 26

-8.02K

NewEdge Wealth, LLC

Jun 30, 26

-3.33K

ETF Portfolio Partners, Inc.

Jun 30, 26

-3.49K

CGN Advisors LLC

Jun 30, 26

-2.28K

BURLING WEALTH PARTNERS, LLC

Jun 30, 26

-2.40K

Vise Technologies, Inc.

Jun 30, 26

-2.48K

SeaCrest Wealth Management, LLC

Jun 30, 26

-2.15K

Willis Johnson & Associates, Inc.

Jun 30, 26

-2.66K

Westmount Partners, LLC

Jun 30, 26

-6.80K

VSM Wealth Advisory, LLC

Jun 30, 26

-7.23K

PNC FINANCIAL SERVICES GROUP, INC.

Jun 30, 26

-32

Creative Planning

Jun 30, 26

-2.91K

Capstone Financial Advisors, Inc.

Jun 30, 26

-3.92K

Ancora Advisors, LLC

Jun 30, 26

-200

First Affirmative Financial Network

46.95K

Mar 31, 26

+46.95K

0.23%

Evanson Asset Management, LLC

27.21K

Mar 31, 26

+1.74K

0.13%

CWM, LLC

6.46K

Mar 31, 26

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

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

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%