iShares ESG Select Screened S&P 500 ETF(XVV)

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XVV(XVV)

XVV

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

Institutional Ownership

Top 169 Institutional Holders

Holder	Shares	Date	Change	% Held
Sound Stewardship, LLC	16.07K	Jun 30, 26	+32	0.17%
Magnus Financial Group LLC	16.05K	Jun 30, 26	-2.35K	0.17%
Ferguson Shapiro LLC	14.94K	Jun 30, 26	+34	0.16%
Highland Financial Advisors, LLC	14.29K	Jun 30, 26	-2.58K	0.16%
Sprinkle Financial Consultants LLC	11.93K	Jun 30, 26	+27	0.13%
KWB Wealth	9.88K	Jun 30, 26	+4.35K	0.11%
VOISARD ASSET MANAGEMENT GROUP, INC.	7.19K	Jun 30, 26	-38	0.08%
Pettinga Financial Advisors, LLC	6.87K	Jun 30, 26	--	0.07%
Wealth Group Ltd	6.15K	Jun 30, 26	+579	0.07%
Valeo Financial Advisors, LLC	5.06K	Jun 30, 26	+77	0.05%
Archer Investment Management, LLC	4.21K	Jun 30, 26	-14	0.05%
Prosperity Planning, Inc.	3.89K	Jun 30, 26	+3.89K	0.04%
Grove Bank & Trust	3.86K	Jun 30, 26	--	0.04%
ARCADIA INVESTMENT ADVISORS LLC	2.78K	Jun 30, 26	--	0.03%
Abound Wealth Management	1.68K	Jun 30, 26	+1.68K	0.02%
EASTERN BANK	1.29K	Jun 30, 26	-3.51K	0.01%
Carolina Wealth Advisors, LLC	493	Jun 30, 26	--	0.01%
Cedar Mountain Advisors, LLC	2	Jun 30, 26	--	0.00%
SUN LIFE FINANCIAL INC	823.04K	Mar 31, 26	--	8.93%
LPL Financial LLC	273.52K	Mar 31, 26	+17.38K	2.97%
BECKER CAPITAL MANAGEMENT INC	247.27K	Mar 31, 26	+16.38K	2.68%
BROWN ADVISORY INC	218.97K	Mar 31, 26	+34.95K	2.38%
KEYBANK NATIONAL ASSOCIATION/OH	159.52K	Mar 31, 26	+159.52K	1.73%
MORGAN STANLEY	128.32K	Mar 31, 26	+126.31K	1.39%
JNBA Financial Advisors	85.64K	Mar 31, 26	-15.32K	0.93%
Wharton Business Group, LLC	76.44K	Mar 31, 26	--	0.83%
FRANKLIN RESOURCES INC	76.00K	Mar 31, 26	--	0.82%
Bank of New York Mellon Corp	73.21K	Mar 31, 26	+73.21K	0.79%
THRIVENT FINANCIAL FOR LUTHERANS	72.37K	Mar 31, 26	+5.68K	0.79%
Atlantic Private Wealth, LLC	71.50K	Mar 31, 26	+3.83K	0.78%
Alpine Bank Wealth Management	70.34K	Mar 31, 26	-8.92K	0.76%
BSW Wealth Partners	62.78K	Mar 31, 26	--	0.68%
RAYMOND JAMES FINANCIAL INC	61.61K	Mar 31, 26	-7.25K	0.67%
Biltmore Family Office, LLC	56.20K	Mar 31, 26	--	0.61%
NorthRock Partners, LLC	47.27K	Mar 31, 26	+9.92K	0.51%
HighTower Advisors, LLC	46.31K	Mar 31, 26	+4.98K	0.50%
GOULD ASSET MANAGEMENT LLC /CA/	44.74K	Mar 31, 26	+2.76K	0.49%
EP Wealth Advisors, LLC	41.43K	Mar 31, 26	-30.21K	0.45%
TWO SIGMA INVESTMENTS, LP	40.30K	Mar 31, 26	+40.30K	0.44%
Lido Advisors, LLC	39.31K	Mar 31, 26	+39.31K	0.43%
BARTLETT & CO. WEALTH MANAGEMENT LLC	35.57K	Mar 31, 26	+35.57K	0.39%
JPMORGAN CHASE & CO	32.50K	Mar 31, 26	+4.49K	0.35%
MAI Capital Management	32.02K	Mar 31, 26	+10.13K	0.35%
Cambridge Investment Research Advisors, Inc.	30.94K	Mar 31, 26	+387	0.34%
ROYAL BANK OF CANADA	30.16K	Mar 31, 26	+6.09K	0.33%
Wick Capital Partners, LLC	30.14K	Mar 31, 26	+128	0.33%
BANK OF AMERICA CORP /DE/	29.06K	Mar 31, 26	-582	0.32%
Financial Council Asset Management Inc	28.39K	Mar 31, 26	+254	0.31%
ENVESTNET ASSET MANAGEMENT INC	28.06K	Mar 31, 26	+2.67K	0.30%
COMMONWEALTH EQUITY SERVICES, LLC	27.02K	Mar 31, 26	-3.75K	0.29%
Colony Group, LLC	23.11K	Mar 31, 26	+110	0.25%
MML INVESTORS SERVICES, LLC	22.57K	Mar 31, 26	+503	0.24%
MERCER GLOBAL ADVISORS INC /ADV	21.87K	Mar 31, 26	+21.87K	0.24%
Apollon Wealth Management, LLC	20.31K	Mar 31, 26	-8.52K	0.22%
Cresset Asset Management, LLC	18.84K	Mar 31, 26	+6.10K	0.20%
Human Investing LLC	17.76K	Mar 31, 26	+792	0.19%
Kestra Advisory Services, LLC	17.70K	Mar 31, 26	-1.84K	0.19%
Mariner, LLC	17.67K	Mar 31, 26	+32	0.19%
Sage Mountain Advisors LLC	17.39K	Mar 31, 26	+416	0.19%
Cetera Investment Advisers	15.94K	Mar 31, 26	+758	0.17%
RETIREMENT CAPITAL STRATEGIES	15.38K	Mar 31, 26	--	0.17%
Tarbox Family Office, Inc.	15.20K	Mar 31, 26	+1.02K	0.17%
JANE STREET GROUP, LLC	14.73K	Mar 31, 26	+4.26K	0.16%
Prosperity Consulting Group, LLC	14.07K	Mar 31, 26	+14.07K	0.15%
COLTON GROOME FINANCIAL ADVISORS, LLC	13.81K	Mar 31, 26	+3.31K	0.15%
Savant Capital, LLC	12.57K	Mar 31, 26	--	0.14%
Freedom Financial Partners LLC	12.00K	Mar 31, 26	+1.26K	0.13%
Asset Dedication, LLC	11.45K	Mar 31, 26	--	0.12%
BRADLEY FOSTER & SARGENT INC/CT	10.90K	Mar 31, 26	+150	0.12%
RMR Wealth Builders	10.90K	Mar 31, 26	+6.46K	0.12%
Integrated Wealth Concepts LLC	10.77K	Mar 31, 26	+10.77K	0.12%
Archer Investment Corp	10.58K	Mar 31, 26	+10.37K	0.11%
Veridan Wealth LLC	10.21K	Mar 31, 26	-239	0.11%
Pathstone Holdings, LLC	10.17K	Mar 31, 26	--	0.11%
Tribridge Partners Financial LLC	9.63K	Mar 31, 26	--	0.10%
Private Advisor Group, LLC	9.63K	Mar 31, 26	+636	0.10%
Betterment LLC	9.27K	Mar 31, 26	+307	0.10%
Black Diamond Financial, LLC	9.27K	Mar 31, 26	--	0.10%
Measured Risk Portfolios, Inc.	9.06K	Mar 31, 26	--	0.10%
Navalign, LLC	8.90K	Mar 31, 26	--	0.10%
ADVISOR GROUP HOLDINGS, INC.	8.71K	Mar 31, 26	-352	0.09%
Confluence Wealth Services, Inc.	8.69K	Mar 31, 26	+39	0.09%
Curtis Advisory Group, LLC	8.16K	Mar 31, 26	-4.27K	0.09%
ST GERMAIN D J CO INC	7.65K	Mar 31, 26	--	0.08%
Wingate Wealth Advisors, Inc.	7.34K	Mar 31, 26	+2.74K	0.08%
Sigma Planning Corp	7.27K	Mar 31, 26	+16	0.08%
NewEdge Advisors, LLC	7.21K	Mar 31, 26	-1.15K	0.08%
Ellenbecker Investment Group	7.16K	Mar 31, 26	+87	0.08%
Rockefeller Capital Management L.P.	7.10K	Mar 31, 26	+800	0.08%
CI Private Wealth, LLC	6.60K	Mar 31, 26	+7	0.07%
Montecito Bank & Trust	6.36K	Mar 31, 26	--	0.07%
Dakota Wealth Management	6.34K	Mar 31, 26	+16	0.07%
Gray Private Wealth, LLC	6.28K	Mar 31, 26	--	0.07%
Crane Advisory, LLC	6.24K	Mar 31, 26	+1.58K	0.07%
CARY STREET PARTNERS FINANCIAL LLC	6.11K	Mar 31, 26	+6	0.07%
Armor Investment Advisors, LLC	5.88K	Mar 31, 26	+72	0.06%
CITADEL ADVISORS LLC	5.58K	Mar 31, 26	-28.61K	0.06%
Topel & Distasi Wealth Management, LLC	5.24K	Mar 31, 26	-934	0.06%
CORA CAPITAL ADVISORS LLC	5.22K	Mar 31, 26	+400	0.06%
Elwood & Goetz Wealth Advisory Group, LLC	5.08K	Mar 31, 26	-453	0.06%
Whitegate Investment Counselors, Inc.	5.04K	Mar 31, 26	-234	0.05%
Perigon Wealth Management, LLC	4.92K	Mar 31, 26	+4.92K	0.05%
Peak Retirement Planning, Inc.	4.91K	Mar 31, 26	+4.91K	0.05%
Patriot Financial Group Insurance Agency, LLC	4.14K	Mar 31, 26	+4.14K	0.04%
US BANCORP \DE\	4.12K	Mar 31, 26	--	0.04%
Ellis Investment Partners, LLC	4.11K	Mar 31, 26	+4.11K	0.04%
BLAIR WILLIAM & CO/IL	4.07K	Mar 31, 26	--	0.04%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	4.00K	Mar 31, 26	-519	0.04%
Horst & Graben Wealth Management LLC	3.94K	Mar 31, 26	--	0.04%
SEEDS INVESTOR LLC	3.86K	Mar 31, 26	+3.86K	0.04%
MOGY JOEL R INVESTMENT COUNSEL INC	3.35K	Mar 31, 26	--	0.04%
Smartleaf Asset Management LLC	3.27K	Mar 31, 26	--	0.04%
Smithfield Trust Co	3.02K	Mar 31, 26	+2.23K	0.03%
ARCADIA INVESTMENT ADVISORS LLC	2.78K	Mar 31, 26	+2	0.03%
Western Wealth Management, LLC	2.65K	Mar 31, 26	+2.65K	0.03%
FMR LLC	2.64K	Mar 31, 26	-413	0.03%
WELLS FARGO & COMPANY/MN	2.57K	Mar 31, 26	+2.57K	0.03%
Millstone Evans Group, LLC	2.42K	Mar 31, 26	--	0.03%
CWM, LLC	2.22K	Mar 31, 26	--	0.02%
VSM Wealth Advisory, LLC	1.92K	Mar 31, 26	+1	0.02%
Redwood Park Advisors LLC	1.66K	Mar 31, 26	+4	0.02%
Steward Partners Investment Advisory, LLC	1.57K	Mar 31, 26	+1.57K	0.02%
Ashton Thomas Private Wealth, LLC	1.57K	Mar 31, 26	+1.57K	0.02%
ASSETMARK, INC	1.46K	Mar 31, 26	--	0.02%
Tidemark, LLC	1.30K	Mar 31, 26	+1.30K	0.01%
Hanson & Doremus Investment Management	919	Mar 31, 26	--	0.01%
Sunbelt Securities, Inc.	762	Mar 31, 26	+2	0.01%
Federation des caisses Desjardins du Quebec	650	Mar 31, 26	--	0.01%
Rossby Financial, LCC	480	Mar 31, 26	+395	0.01%
GW&K Investment Management, LLC	415	Mar 31, 26	+415	0.00%
Spire Wealth Management	365	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	359	Mar 31, 26	--	0.00%
WealthShield Partners, LLC	313	Mar 31, 26	--	0.00%
1 NORTH WEALTH SERVICES LLC	310	Mar 31, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	280	Mar 31, 26	+184	0.00%
Fort Vancouver Investment Management, LLC	241	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	160	Mar 31, 26	+160	0.00%
Advisory Services Network, LLC	152	Mar 31, 26	+152	0.00%
Aptus Capital Advisors, LLC	150	Mar 31, 26	+70	0.00%
Allworth Financial LP	125	Mar 31, 26	--	0.00%
Clarity Asset Management, Inc.	122	Mar 31, 26	+122	0.00%
DRW Securities, LLC	--	Mar 31, 26	-83.54K	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Mar 31, 26	-12	--
BESSEMER GROUP INC	--	Mar 31, 26	-411	--
Farther Finance Advisors, LLC	--	Mar 31, 26	-290	--
WCG Wealth Advisors LLC	--	Mar 31, 26	-10.02K	--
Monument Capital Management	--	Mar 31, 26	-4.39K	--
Destination Wealth Management	--	Mar 31, 26	-3.83K	--
Global Retirement Partners, LLC	4.13K	Dec 31, 25	-1.53K	0.04%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-336	--
FSA Wealth Management LLC	125	Sep 30, 25	--	0.00%
Better Money Decisions, LLC	88.62K	Jun 30, 25	+1.84K	0.96%
FUTURE YOU WEALTH LLC	19.32K	Jun 30, 25	-3.06K	0.21%
Parkworth Wealth Management, Inc.	10.66K	Jun 30, 25	+25	0.12%
US FINANCIAL ADVISORS, LLC	31.24K	Mar 31, 25	+1.36K	0.34%
Buffington Mohr McNeal	11.26K	Mar 31, 25	--	0.12%
NAPATREE CAPITAL LLC	10.46K	Mar 31, 25	+321	0.11%
Merriman Wealth Management, LLC	8.77K	Dec 31, 24	-223	0.10%
Raymond James Financial Services Advisors, Inc.	45.68K	Sep 30, 24	-4.61K	0.50%
MONUMENTAL FINANCIAL GROUP INC.	26.57K	Sep 30, 24	-503	0.29%
RAYMOND JAMES TRUST N.A.	20.48K	Sep 30, 24	--	0.22%
BUCKINGHAM STRATEGIC WEALTH, LLC	14.45K	Jun 30, 24	--	0.16%
HERITAGE WEALTH MANAGEMENT, LLC	8.71K	Jun 30, 24	-2.23K	0.09%
Cetera Advisors LLC	12.54K	Mar 31, 24	+5.55K	0.14%
Baystate Wealth Management LLC	169	Dec 31, 23	+2	0.00%
PATHSTONE FAMILY OFFICE, LLC	10.01K	Sep 30, 23	+10.01K	0.11%
KCS Wealth Advisory	--	Sep 30, 23	-9.35K	--
Sargent Bickham Lagudis LLC	300	Dec 31, 22	--	0.00%
American Portfolios Advisors	223	Sep 30, 22	+223	0.00%

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Holder

Date

Change

% Held

Sound Stewardship, LLC

16.07K

Jun 30, 26

+32

0.17%

Magnus Financial Group LLC

16.05K

Jun 30, 26

-2.35K

0.17%

Ferguson Shapiro LLC

14.94K

Jun 30, 26

+34

0.16%

Highland Financial Advisors, LLC

14.29K

Jun 30, 26

-2.58K

0.16%

Sprinkle Financial Consultants LLC

11.93K

Jun 30, 26

+27

0.13%

KWB Wealth

9.88K

Jun 30, 26

+4.35K

0.11%

VOISARD ASSET MANAGEMENT GROUP, INC.

7.19K

Jun 30, 26

-38

0.08%

Pettinga Financial Advisors, LLC

6.87K

Jun 30, 26

0.07%

Wealth Group Ltd

6.15K

Jun 30, 26

+579

0.07%

Valeo Financial Advisors, LLC

5.06K

Jun 30, 26

+77

0.05%

Archer Investment Management, LLC

4.21K

Jun 30, 26

-14

0.05%

Prosperity Planning, Inc.

3.89K

Jun 30, 26

+3.89K

0.04%

Grove Bank & Trust

3.86K

Jun 30, 26

0.04%

ARCADIA INVESTMENT ADVISORS LLC

2.78K

Jun 30, 26

0.03%

Abound Wealth Management

1.68K

Jun 30, 26

+1.68K

0.02%

EASTERN BANK

1.29K

Jun 30, 26

-3.51K

0.01%

Carolina Wealth Advisors, LLC

493

Jun 30, 26

0.01%

Cedar Mountain Advisors, LLC

Jun 30, 26

0.00%

SUN LIFE FINANCIAL INC

823.04K

Mar 31, 26

8.93%

LPL Financial LLC

273.52K

Mar 31, 26

+17.38K

2.97%

BECKER CAPITAL MANAGEMENT INC

247.27K

Mar 31, 26

+16.38K

2.68%

BROWN ADVISORY INC

218.97K

Mar 31, 26

+34.95K

2.38%

KEYBANK NATIONAL ASSOCIATION/OH

159.52K

Mar 31, 26

+159.52K

1.73%

MORGAN STANLEY

128.32K

Mar 31, 26

+126.31K

1.39%

JNBA Financial Advisors

85.64K

Mar 31, 26

-15.32K

0.93%

Wharton Business Group, LLC

76.44K

Mar 31, 26

0.83%

FRANKLIN RESOURCES INC

76.00K

Mar 31, 26

0.82%

Bank of New York Mellon Corp

73.21K

Mar 31, 26

+73.21K

0.79%

THRIVENT FINANCIAL FOR LUTHERANS

72.37K

Mar 31, 26

+5.68K

0.79%

Atlantic Private Wealth, LLC

71.50K

Mar 31, 26

+3.83K

0.78%

Alpine Bank Wealth Management

70.34K

Mar 31, 26

-8.92K

0.76%

BSW Wealth Partners

62.78K

Mar 31, 26

0.68%

RAYMOND JAMES FINANCIAL INC

61.61K

Mar 31, 26

-7.25K

0.67%

Biltmore Family Office, LLC

56.20K

Mar 31, 26

0.61%

NorthRock Partners, LLC

47.27K

Mar 31, 26

+9.92K

0.51%

HighTower Advisors, LLC

46.31K

Mar 31, 26

+4.98K

0.50%

GOULD ASSET MANAGEMENT LLC /CA/

44.74K

Mar 31, 26

+2.76K

0.49%

EP Wealth Advisors, LLC

41.43K

Mar 31, 26

-30.21K

0.45%

TWO SIGMA INVESTMENTS, LP

40.30K

Mar 31, 26

+40.30K

0.44%

Lido Advisors, LLC

39.31K

Mar 31, 26

+39.31K

0.43%

BARTLETT & CO. WEALTH MANAGEMENT LLC

35.57K

Mar 31, 26

+35.57K

0.39%

JPMORGAN CHASE & CO

32.50K

Mar 31, 26

+4.49K

0.35%

MAI Capital Management

32.02K

Mar 31, 26

+10.13K

0.35%

Cambridge Investment Research Advisors, Inc.

30.94K

Mar 31, 26

+387

0.34%

ROYAL BANK OF CANADA

30.16K

Mar 31, 26

+6.09K

0.33%

Wick Capital Partners, LLC

30.14K

Mar 31, 26

+128

0.33%

BANK OF AMERICA CORP /DE/

29.06K

Mar 31, 26

-582

0.32%

Financial Council Asset Management Inc

28.39K

Mar 31, 26

+254

0.31%

ENVESTNET ASSET MANAGEMENT INC

28.06K

Mar 31, 26

+2.67K

0.30%

COMMONWEALTH EQUITY SERVICES, LLC

27.02K

Mar 31, 26

-3.75K

0.29%

Colony Group, LLC

23.11K

Mar 31, 26

+110

0.25%

MML INVESTORS SERVICES, LLC

22.57K

Mar 31, 26

+503

0.24%

MERCER GLOBAL ADVISORS INC /ADV

21.87K

Mar 31, 26

+21.87K

0.24%

Apollon Wealth Management, LLC

20.31K

Mar 31, 26

-8.52K

0.22%

Cresset Asset Management, LLC

18.84K

Mar 31, 26

+6.10K

0.20%

Human Investing LLC

17.76K

Mar 31, 26

+792

0.19%

Kestra Advisory Services, LLC

17.70K

Mar 31, 26

-1.84K

0.19%

Mariner, LLC

17.67K

Mar 31, 26

+32

0.19%

Sage Mountain Advisors LLC

17.39K

Mar 31, 26

+416

0.19%

Cetera Investment Advisers

15.94K

Mar 31, 26

+758

0.17%

RETIREMENT CAPITAL STRATEGIES

15.38K

Mar 31, 26

0.17%

Tarbox Family Office, Inc.

15.20K

Mar 31, 26

+1.02K

0.17%

JANE STREET GROUP, LLC

14.73K

Mar 31, 26

+4.26K

0.16%

Prosperity Consulting Group, LLC

14.07K

Mar 31, 26

+14.07K

0.15%

COLTON GROOME FINANCIAL ADVISORS, LLC

13.81K

Mar 31, 26

+3.31K

0.15%

Savant Capital, LLC

12.57K

Mar 31, 26

0.14%

Freedom Financial Partners LLC

12.00K

Mar 31, 26

+1.26K

0.13%

Asset Dedication, LLC

11.45K

Mar 31, 26

0.12%

BRADLEY FOSTER & SARGENT INC/CT

10.90K

Mar 31, 26

+150

0.12%

RMR Wealth Builders

10.90K

Mar 31, 26

+6.46K

0.12%

Integrated Wealth Concepts LLC

10.77K

Mar 31, 26

+10.77K

0.12%

Archer Investment Corp

10.58K

Mar 31, 26

+10.37K

0.11%

Veridan Wealth LLC

10.21K

Mar 31, 26

-239

0.11%

Pathstone Holdings, LLC

10.17K

Mar 31, 26

0.11%

Tribridge Partners Financial LLC

9.63K

Mar 31, 26

0.10%

Private Advisor Group, LLC

9.63K

Mar 31, 26

+636

0.10%

Betterment LLC

9.27K

Mar 31, 26

+307

0.10%

Black Diamond Financial, LLC

9.27K

Mar 31, 26

0.10%

Measured Risk Portfolios, Inc.

9.06K

Mar 31, 26

0.10%

Navalign, LLC

8.90K

Mar 31, 26

0.10%

ADVISOR GROUP HOLDINGS, INC.

8.71K

Mar 31, 26

-352

0.09%

Confluence Wealth Services, Inc.

8.69K

Mar 31, 26

+39

0.09%

Curtis Advisory Group, LLC

8.16K

Mar 31, 26

-4.27K

0.09%

ST GERMAIN D J CO INC

7.65K

Mar 31, 26

0.08%

Wingate Wealth Advisors, Inc.

7.34K

Mar 31, 26

+2.74K

0.08%

Sigma Planning Corp

7.27K

Mar 31, 26

+16

0.08%

NewEdge Advisors, LLC

7.21K

Mar 31, 26

-1.15K

0.08%

Ellenbecker Investment Group

7.16K

Mar 31, 26

+87

0.08%

Rockefeller Capital Management L.P.

7.10K

Mar 31, 26

+800

0.08%

CI Private Wealth, LLC

6.60K

Mar 31, 26

0.07%

Montecito Bank & Trust

6.36K

Mar 31, 26

0.07%

Dakota Wealth Management

6.34K

Mar 31, 26

+16

0.07%

Gray Private Wealth, LLC

6.28K

Mar 31, 26

0.07%

Crane Advisory, LLC

6.24K

Mar 31, 26

+1.58K

0.07%

CARY STREET PARTNERS FINANCIAL LLC

6.11K

Mar 31, 26

0.07%

Armor Investment Advisors, LLC

5.88K

Mar 31, 26

+72

0.06%

CITADEL ADVISORS LLC

5.58K

Mar 31, 26

-28.61K

0.06%

Topel & Distasi Wealth Management, LLC

5.24K

Mar 31, 26

-934

0.06%

CORA CAPITAL ADVISORS LLC

5.22K

Mar 31, 26

+400

0.06%

Elwood & Goetz Wealth Advisory Group, LLC

5.08K

Mar 31, 26

-453

0.06%

Whitegate Investment Counselors, Inc.

5.04K

Mar 31, 26

-234

0.05%

Perigon Wealth Management, LLC

4.92K

Mar 31, 26

+4.92K

0.05%

Peak Retirement Planning, Inc.

4.91K

Mar 31, 26

+4.91K

0.05%

Patriot Financial Group Insurance Agency, LLC

4.14K

Mar 31, 26

+4.14K

0.04%

US BANCORP \DE\

4.12K

Mar 31, 26

0.04%

Ellis Investment Partners, LLC

4.11K

Mar 31, 26

+4.11K

0.04%

BLAIR WILLIAM & CO/IL

4.07K

Mar 31, 26

0.04%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

4.00K

Mar 31, 26

-519

0.04%

Horst & Graben Wealth Management LLC

3.94K

Mar 31, 26

0.04%

SEEDS INVESTOR LLC

3.86K

Mar 31, 26

+3.86K

0.04%

MOGY JOEL R INVESTMENT COUNSEL INC

3.35K

Mar 31, 26

0.04%

Smartleaf Asset Management LLC

3.27K

Mar 31, 26

0.04%

Smithfield Trust Co

3.02K

Mar 31, 26

+2.23K

0.03%

ARCADIA INVESTMENT ADVISORS LLC

2.78K

Mar 31, 26

0.03%

Western Wealth Management, LLC

2.65K

Mar 31, 26

+2.65K

0.03%

FMR LLC

2.64K

Mar 31, 26

-413

0.03%

WELLS FARGO & COMPANY/MN

2.57K

Mar 31, 26

+2.57K

0.03%

Millstone Evans Group, LLC

2.42K

Mar 31, 26

0.03%

CWM, LLC

2.22K

Mar 31, 26

0.02%

VSM Wealth Advisory, LLC

1.92K

Mar 31, 26

0.02%

Redwood Park Advisors LLC

1.66K

Mar 31, 26

0.02%

Steward Partners Investment Advisory, LLC

1.57K

Mar 31, 26

+1.57K

0.02%

Ashton Thomas Private Wealth, LLC

1.57K

Mar 31, 26

+1.57K

0.02%

ASSETMARK, INC

1.46K

Mar 31, 26

0.02%

Tidemark, LLC

1.30K

Mar 31, 26

+1.30K

0.01%

Hanson & Doremus Investment Management

919

Mar 31, 26

0.01%

Sunbelt Securities, Inc.

762

Mar 31, 26

0.01%

Federation des caisses Desjardins du Quebec

650

Mar 31, 26

0.01%

Rossby Financial, LCC

480

Mar 31, 26

+395

0.01%

GW&K Investment Management, LLC

415

Mar 31, 26

+415

0.00%

Spire Wealth Management

365

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

359

Mar 31, 26

0.00%

WealthShield Partners, LLC

313

Mar 31, 26

0.00%

1 NORTH WEALTH SERVICES LLC

310

Mar 31, 26

0.00%

NATIONAL BANK OF CANADA /FI/

280

Mar 31, 26

+184

0.00%

Fort Vancouver Investment Management, LLC

241

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

160

Mar 31, 26

+160

0.00%

Advisory Services Network, LLC

152

Mar 31, 26

+152

0.00%

Aptus Capital Advisors, LLC

150

Mar 31, 26

+70

0.00%

Allworth Financial LP

125

Mar 31, 26

0.00%

Clarity Asset Management, Inc.

122

Mar 31, 26

+122

0.00%

DRW Securities, LLC

Mar 31, 26

-83.54K

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

-12

BESSEMER GROUP INC

Mar 31, 26

-411

Farther Finance Advisors, LLC

Mar 31, 26

-290

WCG Wealth Advisors LLC

Mar 31, 26

-10.02K

Monument Capital Management

Mar 31, 26

-4.39K

Destination Wealth Management

Mar 31, 26

-3.83K

Global Retirement Partners, LLC

4.13K

Dec 31, 25

-1.53K

0.04%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-336

FSA Wealth Management LLC

125

Sep 30, 25

0.00%

Better Money Decisions, LLC

88.62K

Jun 30, 25

+1.84K

0.96%

FUTURE YOU WEALTH LLC

19.32K

Jun 30, 25

-3.06K

0.21%

Parkworth Wealth Management, Inc.

10.66K

Jun 30, 25

+25

0.12%

US FINANCIAL ADVISORS, LLC

31.24K

Mar 31, 25

+1.36K

0.34%

Buffington Mohr McNeal

11.26K

Mar 31, 25

0.12%

NAPATREE CAPITAL LLC

10.46K

Mar 31, 25

+321

0.11%

Merriman Wealth Management, LLC

8.77K

Dec 31, 24

-223

0.10%

Raymond James Financial Services Advisors, Inc.

45.68K

Sep 30, 24

-4.61K

0.50%

MONUMENTAL FINANCIAL GROUP INC.

26.57K

Sep 30, 24

-503

0.29%

RAYMOND JAMES TRUST N.A.

20.48K

Sep 30, 24

0.22%

BUCKINGHAM STRATEGIC WEALTH, LLC

14.45K

Jun 30, 24

0.16%

HERITAGE WEALTH MANAGEMENT, LLC

8.71K

Jun 30, 24

-2.23K

0.09%

Cetera Advisors LLC

12.54K

Mar 31, 24

+5.55K

0.14%

Baystate Wealth Management LLC

169

Dec 31, 23

0.00%

PATHSTONE FAMILY OFFICE, LLC

10.01K

Sep 30, 23

+10.01K

0.11%

KCS Wealth Advisory

Sep 30, 23

-9.35K

Sargent Bickham Lagudis LLC

300

Dec 31, 22

0.00%

American Portfolios Advisors

223

Sep 30, 22

+223

0.00%