iShares ESG Select Screened S&P Mid-Cap ETF(XJH)

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iShares ESG Select Screened S&P Mid-Cap ETF(XJH)

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XJH(XJH)

XJH

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

Institutional Ownership

Top 214 Institutional Holders

Holder	Shares	Date	Change	% Held
Miracle Mile Advisors, LLC	165.08K	Jun 30, 26	-185	2.02%
JNBA Financial Advisors	82.88K	Jun 30, 26	-3.30K	1.01%
CARY STREET PARTNERS FINANCIAL LLC	76.19K	Jun 30, 26	+2.62K	0.93%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	60.40K	Jun 30, 26	+48.81K	0.74%
SAGE FINANCIAL GROUP INC	33.61K	Jun 30, 26	+2.04K	0.41%
RTD Financial Advisors, Inc.	32.10K	Jun 30, 26	+13	0.39%
Trilogy Capital Inc.	30.20K	Jun 30, 26	+1.47K	0.37%
EASTERN BANK	24.11K	Jun 30, 26	-267.97K	0.29%
D.A. DAVIDSON & CO.	24.04K	Jun 30, 26	-667	0.29%
Affiance Financial, LLC	23.84K	Jun 30, 26	-923	0.29%
Shira Ridge Wealth Management	22.90K	Jun 30, 26	-805	0.28%
BIRCHBROOK, INC.	20.73K	Jun 30, 26	-31	0.25%
CALIBER WEALTH MANAGEMENT, LLC / KS	20.39K	Jun 30, 26	--	0.25%
MASSMUTUAL TRUST CO FSB/ADV	20.27K	Jun 30, 26	-755	0.25%
Wealth Advisory Team LLC	20.02K	Jun 30, 26	+20.02K	0.24%
Farther Finance Advisors, LLC	17.38K	Jun 30, 26	+8.56K	0.21%
Beta Wealth Group, Inc.	13.77K	Jun 30, 26	+24	0.17%
RVW Wealth, LLC	13.66K	Jun 30, 26	-31	0.17%
Stordahl Capital Management, Inc.	13.15K	Jun 30, 26	--	0.16%
Magnus Financial Group LLC	11.29K	Jun 30, 26	-999	0.14%
DAVENPORT & Co LLC	11.16K	Jun 30, 26	-429	0.14%
BARTLETT & CO. WEALTH MANAGEMENT LLC	10.84K	Jun 30, 26	+1.03K	0.13%
Pathway Financial Advisors LLC	10.78K	Jun 30, 26	+58	0.13%
Armbruster Capital Management, Inc.	9.43K	Jun 30, 26	+200	0.12%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	9.20K	Jun 30, 26	--	0.11%
McNamara Financial Services, Inc.	8.63K	Jun 30, 26	+23	0.11%
PFG Investments, LLC	7.72K	Jun 30, 26	+16	0.09%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	6.92K	Jun 30, 26	-82	0.08%
Capital Advantage, Inc.	5.55K	Jun 30, 26	+11	0.07%
Marshall & Sterling Wealth Advisors Inc.	5.45K	Jun 30, 26	+61	0.07%
Optas, LLC	5.42K	Jun 30, 26	-5.93K	0.07%
Sound Stewardship, LLC	5.15K	Jun 30, 26	-44	0.06%
DeDora Capital, Inc.	4.41K	Jun 30, 26	+4.41K	0.05%
BURNS J W & CO INC/NY	4.35K	Jun 30, 26	+4.35K	0.05%
ETF Portfolio Partners, Inc.	4.20K	Jun 30, 26	+4.20K	0.05%
DORVAL Corp	4.10K	Jun 30, 26	+4.10K	0.05%
Mascoma Wealth Management LLC	3.21K	Jun 30, 26	+2	0.04%
MOGY JOEL R INVESTMENT COUNSEL INC	3.00K	Jun 30, 26	--	0.04%
FIRST UNITED BANK & TRUST	2.96K	Jun 30, 26	-35	0.04%
ARCADIA INVESTMENT ADVISORS LLC	2.85K	Jun 30, 26	+9	0.03%
ARMSTRONG ADVISORY GROUP, INC	1.81K	Jun 30, 26	+687	0.02%
Ritter Daniher Financial Advisory LLC / DE	1.32K	Jun 30, 26	--	0.02%
GGM Financials LLC	981	Jun 30, 26	-3.73K	0.01%
StrongBox Wealth, LLC	889	Jun 30, 26	+889	0.01%
Harbor Asset Planning, Inc.	833	Jun 30, 26	+2	0.01%
GHP Investment Advisors, Inc.	686	Jun 30, 26	+2	0.01%
Key FInancial Inc	330	Jun 30, 26	--	0.00%
IFP Advisors, Inc	209	Jun 30, 26	-41	0.00%
Triumph Capital Management	120	Jun 30, 26	--	0.00%
Spire Wealth Management	84	Jun 30, 26	--	0.00%
Clarity Asset Management, Inc.	--	Jun 30, 26	-2.95K	--
SAX WEALTH ADVISORS, LLC	--	Jun 30, 26	-5.49K	--
BANK OF AMERICA CORP /DE/	577.02K	Mar 31, 26	-35.92K	7.05%
RAYMOND JAMES FINANCIAL INC	471.72K	Mar 31, 26	-99.50K	5.76%
LPL Financial LLC	399.34K	Mar 31, 26	+1.86K	4.88%
Mariner, LLC	351.08K	Mar 31, 26	+13.88K	4.29%
FLPUTNAM INVESTMENT MANAGEMENT CO	243.92K	Mar 31, 26	-8.15K	2.98%
BAILARD, INC.	217.42K	Mar 31, 26	+3.95K	2.66%
Miracle Mile Advisors, LLC	165.27K	Mar 31, 26	+9.86K	2.02%
Koss-Olinger Consulting, LLC	135.89K	Mar 31, 26	+822	1.66%
Beacon Pointe Advisors, LLC	132.84K	Mar 31, 26	+132.84K	1.62%
HARBOUR INVESTMENTS, INC.	124.04K	Mar 31, 26	+11.54K	1.52%
KEYBANK NATIONAL ASSOCIATION/OH	115.37K	Mar 31, 26	+115.37K	1.41%
FRANKLIN RESOURCES INC	95.82K	Mar 31, 26	--	1.17%
JNBA Financial Advisors	86.18K	Mar 31, 26	-4.84K	1.05%
Advisory Services Network, LLC	67.90K	Mar 31, 26	-18.77K	0.83%
Pensionmark Financial Group, LLC	62.40K	Mar 31, 26	+1.42K	0.76%
Francis Financial, Inc.	52.52K	Mar 31, 26	+729	0.64%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	49.53K	Mar 31, 26	+11.38K	0.61%
Cetera Investment Advisers	47.98K	Mar 31, 26	+2.42K	0.59%
HILLTOP WEALTH ADVISORS, LLC	43.79K	Mar 31, 26	-509	0.54%
Creative Planning	41.52K	Mar 31, 26	+28.85K	0.51%
Opes Wealth Management LLC	38.54K	Mar 31, 26	+789	0.47%
ADVISOR GROUP HOLDINGS, INC.	37.56K	Mar 31, 26	-4.26K	0.46%
SEEDS INVESTOR LLC	36.04K	Mar 31, 26	+36.04K	0.44%
Balanced Rock Investment Advisor	35.74K	Mar 31, 26	+998	0.44%
COMMONWEALTH EQUITY SERVICES, LLC	34.89K	Mar 31, 26	+1.71K	0.43%
ROYAL BANK OF CANADA	34.43K	Mar 31, 26	+11.65K	0.42%
GOULD ASSET MANAGEMENT LLC /CA/	34.06K	Mar 31, 26	+2.25K	0.42%
Robertson Stephens Wealth Management, LLC	33.66K	Mar 31, 26	+6.39K	0.41%
Bank of New York Mellon Corp	31.69K	Mar 31, 26	+31.69K	0.39%
Biltmore Family Office, LLC	31.25K	Mar 31, 26	--	0.38%
HighTower Advisors, LLC	30.66K	Mar 31, 26	+2.27K	0.37%
Cambridge Investment Research Advisors, Inc.	26.43K	Mar 31, 26	+66	0.32%
CI Private Wealth, LLC	25.97K	Mar 31, 26	-763	0.32%
Steward Partners Investment Advisory, LLC	25.48K	Mar 31, 26	-409	0.31%
COLDSTREAM CAPITAL MANAGEMENT INC	23.42K	Mar 31, 26	-1.45K	0.29%
Private Advisor Group, LLC	21.89K	Mar 31, 26	-587	0.27%
JANE STREET GROUP, LLC	21.41K	Mar 31, 26	+21.41K	0.26%
Eley Financial Management, Inc	21.08K	Mar 31, 26	+843	0.26%
MainStreet Investment Advisors LLC	21.02K	Mar 31, 26	+350	0.26%
WHITTIER TRUST CO	20.31K	Mar 31, 26	--	0.25%
ENVESTNET ASSET MANAGEMENT INC	20.26K	Mar 31, 26	+5.32K	0.25%
EP Wealth Advisors, LLC	20.07K	Mar 31, 26	-6.74K	0.25%
TRUIST FINANCIAL CORP	19.88K	Mar 31, 26	-39	0.24%
Values Added Financial LLC	19.72K	Mar 31, 26	+1.19K	0.24%
Aptus Capital Advisors, LLC	19.13K	Mar 31, 26	+192	0.23%
NorthRock Partners, LLC	19.02K	Mar 31, 26	+3.48K	0.23%
Topel & Distasi Wealth Management, LLC	17.76K	Mar 31, 26	-1.57K	0.22%
MGO ONE SEVEN LLC	17.75K	Mar 31, 26	-430	0.22%
Colony Group, LLC	16.06K	Mar 31, 26	+424	0.20%
Baird Financial Group, Inc.	15.87K	Mar 31, 26	-381	0.19%
Atlantic Private Wealth, LLC	15.83K	Mar 31, 26	+356	0.19%
Integrated Wealth Concepts LLC	14.73K	Mar 31, 26	+5.63K	0.18%
Stratos Wealth Partners, LTD.	13.73K	Mar 31, 26	+2.36K	0.17%
Portland Global Advisors LLC	13.63K	Mar 31, 26	-700	0.17%
Capital Analysts, LLC	12.55K	Mar 31, 26	+1.62K	0.15%
BLB&B Advisors, LLC	12.46K	Mar 31, 26	+533	0.15%
Weil Company, Inc.	10.52K	Mar 31, 26	+356	0.13%
McKinley Carter Wealth Services, Inc.	10.30K	Mar 31, 26	-9.10K	0.13%
Rockefeller Capital Management L.P.	9.75K	Mar 31, 26	+7.94K	0.12%
Cerity Partners LLC	9.09K	Mar 31, 26	+9.09K	0.11%
BRADLEY FOSTER & SARGENT INC/CT	8.98K	Mar 31, 26	+98	0.11%
Fortis Capital Advisors, LLC	8.97K	Mar 31, 26	+8.97K	0.11%
Belpointe Asset Management LLC	8.97K	Mar 31, 26	+8.97K	0.11%
MCCARTER PRIVATE WEALTH SERVICES LLC	8.97K	Mar 31, 26	+1.20K	0.11%
Chicago Partners Investment Group LLC	8.90K	Mar 31, 26	+241	0.11%
McNamara Financial Services, Inc.	8.61K	Mar 31, 26	+3.86K	0.11%
Tarbox Family Office, Inc.	8.41K	Mar 31, 26	+406	0.10%
HighPoint Advisor Group LLC	7.80K	Mar 31, 26	-10	0.10%
Weinberger Asset Management, Inc	7.65K	Mar 31, 26	+7.65K	0.09%
Tribridge Partners Financial LLC	7.58K	Mar 31, 26	+2.45K	0.09%
MAI Capital Management	7.18K	Mar 31, 26	-270	0.09%
Asset Dedication, LLC	6.88K	Mar 31, 26	-95	0.08%
Impact Investors, Inc	6.87K	Mar 31, 26	+138	0.08%
CWM, LLC	6.64K	Mar 31, 26	--	0.08%
Fortress Financial Solutions, LLC	6.52K	Mar 31, 26	+968	0.08%
Joel Adams & Associates, Inc.	6.46K	Mar 31, 26	-1.78K	0.08%
MML INVESTORS SERVICES, LLC	6.29K	Mar 31, 26	-197	0.08%
Charter Oak Capital Management, LLC	6.18K	Mar 31, 26	+138	0.08%
CAPE ANN SAVINGS BANK	6.11K	Mar 31, 26	+185	0.07%
Freedom Financial Partners LLC	5.81K	Mar 31, 26	+1.12K	0.07%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	5.80K	Mar 31, 26	-23	0.07%
TPG Financial Advisors, LLC	5.35K	Mar 31, 26	+256	0.07%
Financial Council Asset Management Inc	5.17K	Mar 31, 26	+2	0.06%
Mutual Advisors, LLC	5.11K	Mar 31, 26	+5.11K	0.06%
Ellenbecker Investment Group	4.86K	Mar 31, 26	+4.86K	0.06%
ROGCO, LP	4.71K	Mar 31, 26	-215	0.06%
Rede Wealth, LLC	4.61K	Mar 31, 26	-534	0.06%
NOVARE CAPITAL MANAGEMENT LLC	4.53K	Mar 31, 26	-3.77K	0.06%
McIlrath & Eck, LLC	4.39K	Mar 31, 26	-22	0.05%
Larson Financial Group LLC	3.82K	Mar 31, 26	+12	0.05%
Hills Bank & Trust Co	3.27K	Mar 31, 26	-230	0.04%
SRS Capital Advisors, Inc.	2.64K	Mar 31, 26	--	0.03%
MORGAN STANLEY	2.11K	Mar 31, 26	+137	0.03%
Armor Investment Advisors, LLC	2.10K	Mar 31, 26	--	0.03%
JPMORGAN CHASE & CO	2.03K	Mar 31, 26	+1.52K	0.02%
Nemes Rush Group LLC	1.95K	Mar 31, 26	+652	0.02%
Hanson & Doremus Investment Management	1.91K	Mar 31, 26	--	0.02%
Smithfield Trust Co	1.53K	Mar 31, 26	+555	0.02%
GW&K Investment Management, LLC	1.32K	Mar 31, 26	+1.32K	0.02%
CALDWELL SUTTER CAPITAL, INC.	991	Mar 31, 26	--	0.01%
VALLEY NATIONAL ADVISERS INC	971	Mar 31, 26	--	0.01%
FMR LLC	909	Mar 31, 26	+61	0.01%
Corient IA LLC	900	Mar 31, 26	+900	0.01%
FAS Wealth Partners, Inc.	895	Mar 31, 26	+1	0.01%
US BANCORP \DE\	867	Mar 31, 26	--	0.01%
WFA of San Diego, LLC	791	Mar 31, 26	--	0.01%
Fort Vancouver Investment Management, LLC	780	Mar 31, 26	--	0.01%
WHITTIER TRUST CO OF NEVADA INC	710	Mar 31, 26	--	0.01%
Addison Advisors LLC	700	Mar 31, 26	--	0.01%
Sherman Asset Management, Inc.	680	Mar 31, 26	-62	0.01%
Western Wealth Management, LLC	625	Mar 31, 26	+625	0.01%
DEUTSCHE BANK AG\	550	Mar 31, 26	+300	0.01%
BlackRock, Inc.	427	Mar 31, 26	+427	0.01%
Rossby Financial, LCC	292	Mar 31, 26	+279	0.00%
1 NORTH WEALTH SERVICES LLC	245	Mar 31, 26	--	0.00%
Redwood Park Advisors LLC	212	Mar 31, 26	+1	0.00%
NATIONAL BANK OF CANADA /FI/	140	Mar 31, 26	+140	0.00%
WELLS FARGO & COMPANY/MN	137	Mar 31, 26	-442	0.00%
Allworth Financial LP	124	Mar 31, 26	--	0.00%
Milestone Investment Advisors LLC	120	Mar 31, 26	--	0.00%
Front Row Advisors LLC	100	Mar 31, 26	--	0.00%
Millstone Evans Group, LLC	68	Mar 31, 26	--	0.00%
Community Bank, N.A.	58	Mar 31, 26	--	0.00%
Avion Wealth	36	Mar 31, 26	--	0.00%
ASSETMARK, INC	29	Mar 31, 26	-1	0.00%
CBIZ Investment Advisory Services, LLC	25	Mar 31, 26	--	0.00%
Urban Financial Advisory Corp	1	Mar 31, 26	--	0.00%
AMARA FINANCIAL, LLC.	--	Mar 31, 26	-8.16K	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-4.53K	--
GOLDMAN SACHS GROUP INC	--	Mar 31, 26	-30.82K	--
ALESCO ADVISORS LLC	--	Mar 31, 26	-7.74K	--
Wells Financial Advisors INC	--	Mar 31, 26	-800	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-113.96K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-25.87K	--
UBS Group AG	--	Mar 31, 26	-27	--
Litman Gregory Wealth Management LLC	135.95K	Dec 31, 25	+1.66K	1.66%
SageView Advisory Group, LLC	25.98K	Dec 31, 25	+1.31K	0.32%
Wealth Advisory Team LLC	17.09K	Dec 31, 25	+17.09K	0.21%
Stephens Consulting, LLC	2.76K	Dec 31, 25	-57	0.03%
Global Retirement Partners, LLC	2.57K	Dec 31, 25	-569	0.03%
CIBC Private Wealth Group, LLC	688	Dec 31, 25	+688	0.01%
FIRST NATIONAL CORP /MA/ /ADV	6.69K	Sep 30, 25	+218	0.08%
SYNOVUS FINANCIAL CORP	4.59K	Sep 30, 25	+4.59K	0.06%
DOHJ, LLC	86.29K	Jun 30, 25	+26.00K	1.05%
Better Money Decisions, LLC	21.74K	Jun 30, 25	+850	0.27%
Congress Wealth Management LLC / DE /	15.09K	Jun 30, 25	+2.18K	0.18%
Good Life Advisors, LLC	10.05K	Jun 30, 25	+278	0.12%
Parkworth Wealth Management, Inc.	2.59K	Jun 30, 25	+8	0.03%
NAPATREE CAPITAL LLC	8.99K	Mar 31, 25	+158	0.11%
WR Wealth Planners, LLC	211	Dec 31, 24	-187	0.00%
RAYMOND JAMES & ASSOCIATES	373.51K	Sep 30, 24	+13.37K	4.56%
Raymond James Financial Services Advisors, Inc.	91.51K	Sep 30, 24	-156.92K	1.12%
BENJAMIN F. EDWARDS & COMPANY, INC.	1.28K	Jun 30, 24	+1.02K	0.02%
Cetera Advisors LLC	15.91K	Mar 31, 24	-3.22K	0.19%
Baystate Wealth Management LLC	28.93K	Dec 31, 23	+28.93K	0.35%
Bartlett & Co. LLC	850	Dec 31, 23	--	0.01%
COLONY GROUP LLC	17.57K	Sep 30, 23	+2.65K	0.21%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	--	Sep 30, 23	-5.84K	--
Kistler-Tiffany Companies, LLC	4.45K	Jun 30, 23	--	0.05%
TimeScale Financial, Inc.	1.92K	Jun 30, 23	--	0.02%
TRUSTCORE FINANCIAL SERVICES, LLC	1.76K	Dec 31, 22	--	0.02%
American Portfolios Advisors	75	Sep 30, 22	-700	0.00%

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Holder

Date

Change

% Held

Miracle Mile Advisors, LLC

165.08K

Jun 30, 26

-185

2.02%

JNBA Financial Advisors

82.88K

Jun 30, 26

-3.30K

1.01%

CARY STREET PARTNERS FINANCIAL LLC

76.19K

Jun 30, 26

+2.62K

0.93%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

60.40K

Jun 30, 26

+48.81K

0.74%

SAGE FINANCIAL GROUP INC

33.61K

Jun 30, 26

+2.04K

0.41%

RTD Financial Advisors, Inc.

32.10K

Jun 30, 26

+13

0.39%

Trilogy Capital Inc.

30.20K

Jun 30, 26

+1.47K

0.37%

EASTERN BANK

24.11K

Jun 30, 26

-267.97K

0.29%

D.A. DAVIDSON & CO.

24.04K

Jun 30, 26

-667

0.29%

Affiance Financial, LLC

23.84K

Jun 30, 26

-923

0.29%

Shira Ridge Wealth Management

22.90K

Jun 30, 26

-805

0.28%

BIRCHBROOK, INC.

20.73K

Jun 30, 26

-31

0.25%

CALIBER WEALTH MANAGEMENT, LLC / KS

20.39K

Jun 30, 26

0.25%

MASSMUTUAL TRUST CO FSB/ADV

20.27K

Jun 30, 26

-755

0.25%

Wealth Advisory Team LLC

20.02K

Jun 30, 26

+20.02K

0.24%

Farther Finance Advisors, LLC

17.38K

Jun 30, 26

+8.56K

0.21%

Beta Wealth Group, Inc.

13.77K

Jun 30, 26

+24

0.17%

RVW Wealth, LLC

13.66K

Jun 30, 26

-31

0.17%

Stordahl Capital Management, Inc.

13.15K

Jun 30, 26

0.16%

Magnus Financial Group LLC

11.29K

Jun 30, 26

-999

0.14%

DAVENPORT & Co LLC

11.16K

Jun 30, 26

-429

0.14%

BARTLETT & CO. WEALTH MANAGEMENT LLC

10.84K

Jun 30, 26

+1.03K

0.13%

Pathway Financial Advisors LLC

10.78K

Jun 30, 26

+58

0.13%

Armbruster Capital Management, Inc.

9.43K

Jun 30, 26

+200

0.12%

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

9.20K

Jun 30, 26

0.11%

McNamara Financial Services, Inc.

8.63K

Jun 30, 26

+23

0.11%

PFG Investments, LLC

7.72K

Jun 30, 26

+16

0.09%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

6.92K

Jun 30, 26

-82

0.08%

Capital Advantage, Inc.

5.55K

Jun 30, 26

+11

0.07%

Marshall & Sterling Wealth Advisors Inc.

5.45K

Jun 30, 26

+61

0.07%

Optas, LLC

5.42K

Jun 30, 26

-5.93K

0.07%

Sound Stewardship, LLC

5.15K

Jun 30, 26

-44

0.06%

DeDora Capital, Inc.

4.41K

Jun 30, 26

+4.41K

0.05%

BURNS J W & CO INC/NY

4.35K

Jun 30, 26

+4.35K

0.05%

ETF Portfolio Partners, Inc.

4.20K

Jun 30, 26

+4.20K

0.05%

DORVAL Corp

4.10K

Jun 30, 26

+4.10K

0.05%

Mascoma Wealth Management LLC

3.21K

Jun 30, 26

0.04%

MOGY JOEL R INVESTMENT COUNSEL INC

3.00K

Jun 30, 26

0.04%

FIRST UNITED BANK & TRUST

2.96K

Jun 30, 26

-35

0.04%

ARCADIA INVESTMENT ADVISORS LLC

2.85K

Jun 30, 26

0.03%

ARMSTRONG ADVISORY GROUP, INC

1.81K

Jun 30, 26

+687

0.02%

Ritter Daniher Financial Advisory LLC / DE

1.32K

Jun 30, 26

0.02%

GGM Financials LLC

981

Jun 30, 26

-3.73K

0.01%

StrongBox Wealth, LLC

889

Jun 30, 26

+889

0.01%

Harbor Asset Planning, Inc.

833

Jun 30, 26

0.01%

GHP Investment Advisors, Inc.

686

Jun 30, 26

0.01%

Key FInancial Inc

330

Jun 30, 26

0.00%

IFP Advisors, Inc

209

Jun 30, 26

-41

0.00%

Triumph Capital Management

120

Jun 30, 26

0.00%

Spire Wealth Management

Jun 30, 26

0.00%

Clarity Asset Management, Inc.

Jun 30, 26

-2.95K

SAX WEALTH ADVISORS, LLC

Jun 30, 26

-5.49K

BANK OF AMERICA CORP /DE/

577.02K

Mar 31, 26

-35.92K

7.05%

RAYMOND JAMES FINANCIAL INC

471.72K

Mar 31, 26

-99.50K

5.76%

LPL Financial LLC

399.34K

Mar 31, 26

+1.86K

4.88%

Mariner, LLC

351.08K

Mar 31, 26

+13.88K

4.29%

FLPUTNAM INVESTMENT MANAGEMENT CO

243.92K

Mar 31, 26

-8.15K

2.98%

BAILARD, INC.

217.42K

Mar 31, 26

+3.95K

2.66%

Miracle Mile Advisors, LLC

165.27K

Mar 31, 26

+9.86K

2.02%

Koss-Olinger Consulting, LLC

135.89K

Mar 31, 26

+822

1.66%

Beacon Pointe Advisors, LLC

132.84K

Mar 31, 26

+132.84K

1.62%

HARBOUR INVESTMENTS, INC.

124.04K

Mar 31, 26

+11.54K

1.52%

KEYBANK NATIONAL ASSOCIATION/OH

115.37K

Mar 31, 26

+115.37K

1.41%

FRANKLIN RESOURCES INC

95.82K

Mar 31, 26

1.17%

JNBA Financial Advisors

86.18K

Mar 31, 26

-4.84K

1.05%

Advisory Services Network, LLC

67.90K

Mar 31, 26

-18.77K

0.83%

Pensionmark Financial Group, LLC

62.40K

Mar 31, 26

+1.42K

0.76%

Francis Financial, Inc.

52.52K

Mar 31, 26

+729

0.64%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

49.53K

Mar 31, 26

+11.38K

0.61%

Cetera Investment Advisers

47.98K

Mar 31, 26

+2.42K

0.59%

HILLTOP WEALTH ADVISORS, LLC

43.79K

Mar 31, 26

-509

0.54%

Creative Planning

41.52K

Mar 31, 26

+28.85K

0.51%

Opes Wealth Management LLC

38.54K

Mar 31, 26

+789

0.47%

ADVISOR GROUP HOLDINGS, INC.

37.56K

Mar 31, 26

-4.26K

0.46%

SEEDS INVESTOR LLC

36.04K

Mar 31, 26

+36.04K

0.44%

Balanced Rock Investment Advisor

35.74K

Mar 31, 26

+998

0.44%

COMMONWEALTH EQUITY SERVICES, LLC

34.89K

Mar 31, 26

+1.71K

0.43%

ROYAL BANK OF CANADA

34.43K

Mar 31, 26

+11.65K

0.42%

GOULD ASSET MANAGEMENT LLC /CA/

34.06K

Mar 31, 26

+2.25K

0.42%

Robertson Stephens Wealth Management, LLC

33.66K

Mar 31, 26

+6.39K

0.41%

Bank of New York Mellon Corp

31.69K

Mar 31, 26

+31.69K

0.39%

Biltmore Family Office, LLC

31.25K

Mar 31, 26

0.38%

HighTower Advisors, LLC

30.66K

Mar 31, 26

+2.27K

0.37%

Cambridge Investment Research Advisors, Inc.

26.43K

Mar 31, 26

+66

0.32%

CI Private Wealth, LLC

25.97K

Mar 31, 26

-763

0.32%

Steward Partners Investment Advisory, LLC

25.48K

Mar 31, 26

-409

0.31%

COLDSTREAM CAPITAL MANAGEMENT INC

23.42K

Mar 31, 26

-1.45K

0.29%

Private Advisor Group, LLC

21.89K

Mar 31, 26

-587

0.27%

JANE STREET GROUP, LLC

21.41K

Mar 31, 26

+21.41K

0.26%

Eley Financial Management, Inc

21.08K

Mar 31, 26

+843

0.26%

MainStreet Investment Advisors LLC

21.02K

Mar 31, 26

+350

0.26%

WHITTIER TRUST CO

20.31K

Mar 31, 26

0.25%

ENVESTNET ASSET MANAGEMENT INC

20.26K

Mar 31, 26

+5.32K

0.25%

EP Wealth Advisors, LLC

20.07K

Mar 31, 26

-6.74K

0.25%

TRUIST FINANCIAL CORP

19.88K

Mar 31, 26

-39

0.24%

Values Added Financial LLC

19.72K

Mar 31, 26

+1.19K

0.24%

Aptus Capital Advisors, LLC

19.13K

Mar 31, 26

+192

0.23%

NorthRock Partners, LLC

19.02K

Mar 31, 26

+3.48K

0.23%

Topel & Distasi Wealth Management, LLC

17.76K

Mar 31, 26

-1.57K

0.22%

MGO ONE SEVEN LLC

17.75K

Mar 31, 26

-430

0.22%

Colony Group, LLC

16.06K

Mar 31, 26

+424

0.20%

Baird Financial Group, Inc.

15.87K

Mar 31, 26

-381

0.19%

Atlantic Private Wealth, LLC

15.83K

Mar 31, 26

+356

0.19%

Integrated Wealth Concepts LLC

14.73K

Mar 31, 26

+5.63K

0.18%

Stratos Wealth Partners, LTD.

13.73K

Mar 31, 26

+2.36K

0.17%

Portland Global Advisors LLC

13.63K

Mar 31, 26

-700

0.17%

Capital Analysts, LLC

12.55K

Mar 31, 26

+1.62K

0.15%

BLB&B Advisors, LLC

12.46K

Mar 31, 26

+533

0.15%

Weil Company, Inc.

10.52K

Mar 31, 26

+356

0.13%

McKinley Carter Wealth Services, Inc.

10.30K

Mar 31, 26

-9.10K

0.13%

Rockefeller Capital Management L.P.

9.75K

Mar 31, 26

+7.94K

0.12%

Cerity Partners LLC

9.09K

Mar 31, 26

+9.09K

0.11%

BRADLEY FOSTER & SARGENT INC/CT

8.98K

Mar 31, 26

+98

0.11%

Fortis Capital Advisors, LLC

8.97K

Mar 31, 26

+8.97K

0.11%

Belpointe Asset Management LLC

8.97K

Mar 31, 26

+8.97K

0.11%

MCCARTER PRIVATE WEALTH SERVICES LLC

8.97K

Mar 31, 26

+1.20K

0.11%

Chicago Partners Investment Group LLC

8.90K

Mar 31, 26

+241

0.11%

McNamara Financial Services, Inc.

8.61K

Mar 31, 26

+3.86K

0.11%

Tarbox Family Office, Inc.

8.41K

Mar 31, 26

+406

0.10%

HighPoint Advisor Group LLC

7.80K

Mar 31, 26

-10

0.10%

Weinberger Asset Management, Inc

7.65K

Mar 31, 26

+7.65K

0.09%

Tribridge Partners Financial LLC

7.58K

Mar 31, 26

+2.45K

0.09%

MAI Capital Management

7.18K

Mar 31, 26

-270

0.09%

Asset Dedication, LLC

6.88K

Mar 31, 26

-95

0.08%

Impact Investors, Inc

6.87K

Mar 31, 26

+138

0.08%

CWM, LLC

6.64K

Mar 31, 26

0.08%

Fortress Financial Solutions, LLC

6.52K

Mar 31, 26

+968

0.08%

Joel Adams & Associates, Inc.

6.46K

Mar 31, 26

-1.78K

0.08%

MML INVESTORS SERVICES, LLC

6.29K

Mar 31, 26

-197

0.08%

Charter Oak Capital Management, LLC

6.18K

Mar 31, 26

+138

0.08%

CAPE ANN SAVINGS BANK

6.11K

Mar 31, 26

+185

0.07%

Freedom Financial Partners LLC

5.81K

Mar 31, 26

+1.12K

0.07%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

5.80K

Mar 31, 26

-23

0.07%

TPG Financial Advisors, LLC

5.35K

Mar 31, 26

+256

0.07%

Financial Council Asset Management Inc

5.17K

Mar 31, 26

0.06%

Mutual Advisors, LLC

5.11K

Mar 31, 26

+5.11K

0.06%

Ellenbecker Investment Group

4.86K

Mar 31, 26

+4.86K

0.06%

ROGCO, LP

4.71K

Mar 31, 26

-215

0.06%

Rede Wealth, LLC

4.61K

Mar 31, 26

-534

0.06%

NOVARE CAPITAL MANAGEMENT LLC

4.53K

Mar 31, 26

-3.77K

0.06%

McIlrath & Eck, LLC

4.39K

Mar 31, 26

-22

0.05%

Larson Financial Group LLC

3.82K

Mar 31, 26

+12

0.05%

Hills Bank & Trust Co

3.27K

Mar 31, 26

-230

0.04%

SRS Capital Advisors, Inc.

2.64K

Mar 31, 26

0.03%

MORGAN STANLEY

2.11K

Mar 31, 26

+137

0.03%

Armor Investment Advisors, LLC

2.10K

Mar 31, 26

0.03%

JPMORGAN CHASE & CO

2.03K

Mar 31, 26

+1.52K

0.02%

Nemes Rush Group LLC

1.95K

Mar 31, 26

+652

0.02%

Hanson & Doremus Investment Management

1.91K

Mar 31, 26

0.02%

Smithfield Trust Co

1.53K

Mar 31, 26

+555

0.02%

GW&K Investment Management, LLC

1.32K

Mar 31, 26

+1.32K

0.02%

CALDWELL SUTTER CAPITAL, INC.

991

Mar 31, 26

0.01%

VALLEY NATIONAL ADVISERS INC

971

Mar 31, 26

0.01%

FMR LLC

909

Mar 31, 26

+61

0.01%

Corient IA LLC

900

Mar 31, 26

+900

0.01%

FAS Wealth Partners, Inc.

895

Mar 31, 26

0.01%

US BANCORP \DE\

867

Mar 31, 26

0.01%

WFA of San Diego, LLC

791

Mar 31, 26

0.01%

Fort Vancouver Investment Management, LLC

780

Mar 31, 26

0.01%

WHITTIER TRUST CO OF NEVADA INC

710

Mar 31, 26

0.01%

Addison Advisors LLC

700

Mar 31, 26

0.01%

Sherman Asset Management, Inc.

680

Mar 31, 26

-62

0.01%

Western Wealth Management, LLC

625

Mar 31, 26

+625

0.01%

DEUTSCHE BANK AG\

550

Mar 31, 26

+300

0.01%

BlackRock, Inc.

427

Mar 31, 26

+427

0.01%

Rossby Financial, LCC

292

Mar 31, 26

+279

0.00%

1 NORTH WEALTH SERVICES LLC

245

Mar 31, 26

0.00%

Redwood Park Advisors LLC

212

Mar 31, 26

0.00%

NATIONAL BANK OF CANADA /FI/

140

Mar 31, 26

+140

0.00%

WELLS FARGO & COMPANY/MN

137

Mar 31, 26

-442

0.00%

Allworth Financial LP

124

Mar 31, 26

0.00%

Milestone Investment Advisors LLC

120

Mar 31, 26

0.00%

Front Row Advisors LLC

100

Mar 31, 26

0.00%

Millstone Evans Group, LLC

Mar 31, 26

0.00%

Community Bank, N.A.

Mar 31, 26

0.00%

Avion Wealth

Mar 31, 26

0.00%

ASSETMARK, INC

Mar 31, 26

-1

0.00%

CBIZ Investment Advisory Services, LLC

Mar 31, 26

0.00%

Urban Financial Advisory Corp

Mar 31, 26

0.00%

AMARA FINANCIAL, LLC.

Mar 31, 26

-8.16K

Kestra Advisory Services, LLC

Mar 31, 26

-4.53K

GOLDMAN SACHS GROUP INC

Mar 31, 26

-30.82K

ALESCO ADVISORS LLC

Mar 31, 26

-7.74K

Wells Financial Advisors INC

Mar 31, 26

-800

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-113.96K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-25.87K

UBS Group AG

Mar 31, 26

-27

Litman Gregory Wealth Management LLC

135.95K

Dec 31, 25

+1.66K

1.66%

SageView Advisory Group, LLC

25.98K

Dec 31, 25

+1.31K

0.32%

Wealth Advisory Team LLC

17.09K

Dec 31, 25

+17.09K

0.21%

Stephens Consulting, LLC

2.76K

Dec 31, 25

-57

0.03%

Global Retirement Partners, LLC

2.57K

Dec 31, 25

-569

0.03%

CIBC Private Wealth Group, LLC

688

Dec 31, 25

+688

0.01%

FIRST NATIONAL CORP /MA/ /ADV

6.69K

Sep 30, 25

+218

0.08%

SYNOVUS FINANCIAL CORP

4.59K

Sep 30, 25

+4.59K

0.06%

DOHJ, LLC

86.29K

Jun 30, 25

+26.00K

1.05%

Better Money Decisions, LLC

21.74K

Jun 30, 25

+850

0.27%

Congress Wealth Management LLC / DE /

15.09K

Jun 30, 25

+2.18K

0.18%

Good Life Advisors, LLC

10.05K

Jun 30, 25

+278

0.12%

Parkworth Wealth Management, Inc.

2.59K

Jun 30, 25

0.03%

NAPATREE CAPITAL LLC

8.99K

Mar 31, 25

+158

0.11%

WR Wealth Planners, LLC

211

Dec 31, 24

-187

0.00%

RAYMOND JAMES & ASSOCIATES

373.51K

Sep 30, 24

+13.37K

4.56%

Raymond James Financial Services Advisors, Inc.

91.51K

Sep 30, 24

-156.92K

1.12%

BENJAMIN F. EDWARDS & COMPANY, INC.

1.28K

Jun 30, 24

+1.02K

0.02%

Cetera Advisors LLC

15.91K

Mar 31, 24

-3.22K

0.19%

Baystate Wealth Management LLC

28.93K

Dec 31, 23

+28.93K

0.35%

Bartlett & Co. LLC

850

Dec 31, 23

0.01%

COLONY GROUP LLC

17.57K

Sep 30, 23

+2.65K

0.21%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

Sep 30, 23

-5.84K

Kistler-Tiffany Companies, LLC

4.45K

Jun 30, 23

0.05%

TimeScale Financial, Inc.

1.92K

Jun 30, 23

0.02%

TRUSTCORE FINANCIAL SERVICES, LLC

1.76K

Dec 31, 22

0.02%

American Portfolios Advisors

Sep 30, 22

-700

0.00%