VANGUARD WORLD FUND - ESGV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ADVISERS INC | History | Added to | 3,842,055 | 508,073 | 1.73% | 1.63% | 1 | +141,981 | 3.84% | Q2 2026 | Aug 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 1,819,118 | 240,560 | 0.46% | 0.44% | 2 | +29,010 | 1.62% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 1,721,745 | 227,683 | 0.01% | 0.01% | 3 | +41,420 | 2.46% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 1,465,297 | 193,770 | 0.11% | 0.11% | 4 | +7,469 | 0.51% | Q2 2026 | Aug 13, 2026 |
| VISA FOUNDATION | History | Reduced | 1,097,235 | 145,098 | 93.46% | 100.0% | 5 | -75,500 | -6.44% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 667,954 | 88,330 | 0.02% | 0.02% | 6 | +3,373 | 0.51% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | Reduced | 596,067 | 78,824 | 0.13% | 0.13% | 7 | -8,986 | -1.49% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 573,327 | 75,816 | 0.0% | 0.0% | 8 | -4,440 | -0.77% | Q2 2026 | Aug 14, 2026 |
| Stanich Group LLC | History | Added to | 551,409 | 72,919 | 45.91% | 45.15% | 9 | +23,788 | 4.51% | Q2 2026 | Jul 16, 2026 |
| IMPACTfolio, LLC | History | Reduced | 499,439 | 66,045 | 24.87% | 23.84% | 10 | -290 | -0.06% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 487,150 | 64,421 | 0.01% | 0.01% | 11 | +27,901 | 6.08% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 442,529 | 58,520 | 0.08% | 0.08% | 12 | +13,813 | 3.22% | Q2 2026 | Aug 12, 2026 |
| Apella Capital, LLC | History | Added to | 415,255 | 54,934 | 0.78% | 0.77% | 13 | +1,540 | 0.37% | Q2 2026 | Jul 08, 2026 |
| SCS Capital Management LLC | History | Added to | 391,185 | 51,730 | 0.49% | 0.46% | 14 | +652 | 0.17% | Q2 2026 | Aug 06, 2026 |
| Crewe Advisors LLC | History | Added to | 364,656 | 48,222 | 3.49% | 3.49% | 15 | +79 | 0.02% | Q2 2026 | Jul 23, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 349,458 | 46,212 | 2.89% | 2.99% | 16 | +76,507 | 28.03% | Q2 2026 | Aug 10, 2026 |
| Platt Investment Counsel, LLC | History | Added to | 348,831 | 46,129 | 30.91% | 30.01% | 17 | +1,617 | 0.47% | Q2 2026 | Jul 08, 2026 |
| Facet Wealth, Inc. | History | Reduced | 347,433 | 45,944 | 0.66% | 0.7% | 18 | -11,920 | -3.32% | Q2 2026 | Jul 27, 2026 |
| MATHER GROUP, LLC. | History | Added to | 321,873 | 42,564 | 0.37% | 0.33% | 19 | +31,476 | 10.84% | Q2 2026 | Jul 27, 2026 |
| Sellwood Investment Partners LLC | History | Reduced | 314,328 | 41,566 | 14.66% | 14.84% | 20 | -21,083 | -6.29% | Q2 2026 | Jul 27, 2026 |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | History | New | 289,370 | 38,266 | 7.39% | — | 21 | +289,370 | New | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 290,727 | 37,532 | 0.02% | 0.01% | 22 | +24,940 | 9.38% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 273,953 | 36,227 | 0.01% | 0.01% | 23 | +13,437 | 5.16% | Q2 2026 | Aug 07, 2026 |
| Verde Capital Management | History | Reduced | 268,931 | 35,563 | 6.58% | 14.58% | 24 | -338,213 | -55.71% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 249,827 | 33,037 | 0.0% | 0.0% | 25 | +3,172 | 1.29% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 246,817 | 32,639 | 0.01% | 0.01% | 26 | +3,640 | 1.5% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 245,103 | 32,339 | 0.01% | 0.01% | 27 | -10,002 | -3.92% | Q2 2026 | Aug 14, 2026 |
| Garde Capital, Inc. | History | Reduced | 234,927 | 31,066 | 1.39% | 1.6% | 28 | -2,819 | -1.19% | Q2 2026 | Jul 31, 2026 |
| Angeles Investment Advisors, LLC | History | Added to | 230,836 | 30,525 | 1.83% | 1.41% | 29 | +44,196 | 23.68% | Q2 2026 | Jul 22, 2026 |
| UBS Group AG | History | Reduced | 230,304 | 30,455 | 0.0% | 0.0% | 30 | -26,793 | -10.42% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 230,220 | 30,444 | 0.01% | 0.01% | 31 | -10,555 | -4.38% | Q2 2026 | Sep 23, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 227,643 | 30,103 | 3.06% | 2.94% | 32 | -212 | -0.09% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | Reduced | 225,455 | 29,814 | 0.04% | 0.04% | 33 | -1,648 | -0.73% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 205,816 | 27,252 | 0.15% | 0.04% | 34 | +142,195 | 223.5% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Added to | 203,100 | 26,857 | 0.03% | 0.02% | 35 | +24,778 | 13.9% | Q2 2026 | Aug 13, 2026 |
| Cedar Wealth Management, LLC | History | Reduced | 202,193 | 26,738 | 6.87% | 6.61% | 36 | -79 | -0.04% | Q2 2026 | Aug 12, 2026 |
| Olde Wealth Management, LLC | History | Added to | 192,912 | 25,510 | 7.23% | 6.58% | 37 | +7,655 | 4.13% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 191,841 | 25,369 | 0.01% | 0.01% | 38 | +1,647 | 0.87% | Q2 2026 | Aug 12, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 183,341 | 24,244 | 1.63% | 1.63% | 39 | -284 | -0.15% | Q2 2026 | Jul 15, 2026 |
| Soundwatch Capital LLC | History | Added to | 181,428 | 23,992 | 2.66% | 0.55% | 40 | +142,330 | 364.03% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 171,322 | 22,655 | 0.41% | 0.46% | 41 | +231 | 0.14% | Q2 2026 | Jul 31, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 170,359 | 22,528 | 0.03% | 0.01% | 42 | +83,733 | 96.66% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 165,545 | 21,891 | 0.02% | 0.02% | 43 | +2,137 | 1.31% | Q2 2026 | Aug 05, 2026 |
| Dundas Partners LLP | History | New | 164,888 | 21,804 | 1.58% | — | 44 | +164,888 | New | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 164,394 | 21,739 | 0.21% | 0.2% | 45 | +494 | 0.3% | Q2 2026 | Aug 07, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 163,717 | 21,649 | 2.91% | 2.73% | 46 | +3,320 | 2.07% | Q2 2026 | Aug 12, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 161,663 | 21,378 | 6.09% | 5.59% | 47 | +6,011 | 3.86% | Q2 2026 | Jul 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 149,053 | 19,710 | 0.02% | 0.02% | 48 | -4,286 | -2.8% | Q2 2026 | Jul 29, 2026 |
| Human Investing LLC | History | Reduced | 148,493 | 19,636 | 2.55% | 2.48% | 49 | -2,979 | -1.97% | Q2 2026 | Jul 21, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Reduced | 145,129 | 19,191 | 11.49% | 10.8% | 50 | -2,968 | -2.0% | Q2 2026 | Aug 05, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 143,189 | 18,935 | 0.36% | 0.33% | 51 | +5,054 | 3.66% | Q2 2026 | Jul 13, 2026 |
| Caprock Group, LLC | History | Added to | 139,946 | 18,506 | 0.35% | 0.37% | 52 | +4,046 | 2.98% | Q2 2026 | Jul 27, 2026 |
| Prime Buchholz LLC | History | Added to | 135,621 | 17,934 | 6.46% | 5.44% | 53 | +42,946 | 46.34% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 134,191 | 17,745 | 0.08% | 0.07% | 54 | +10,880 | 8.82% | Q2 2026 | Aug 18, 2026 |
| Focus Partners Wealth | History | Reduced | 133,546 | 17,660 | 0.02% | 0.02% | 55 | -2,773 | -2.03% | Q2 2026 | Aug 12, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 129,450 | 17,118 | 10.99% | 10.75% | 56 | +900 | 0.7% | Q2 2026 | Aug 05, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 121,505 | 16,067 | 1.17% | 1.2% | 57 | -9,008 | -6.9% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 117,575 | 15,548 | 0.02% | 0.01% | 58 | +38,828 | 49.31% | Q2 2026 | Aug 19, 2026 |
| Composition Wealth, LLC | History | Reduced | 117,352 | 15,518 | 0.18% | 0.19% | 59 | -3,439 | -2.85% | Q2 2026 | Jul 22, 2026 |
| One Day In July LLC | History | Added to | 112,962 | 14,938 | 1.04% | 1.0% | 60 | +1,213 | 1.09% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 107,988 | 14,280 | 0.03% | 0.03% | 61 | -6,364 | -5.57% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 106,893 | 14,135 | 0.01% | 0.01% | 62 | +198 | 0.19% | Q2 2026 | Aug 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 106,687 | 14,108 | 0.83% | 0.0% | 63 | +106,642 | 236982.22% | Q2 2026 | Aug 10, 2026 |
| BAILARD, INC. | History | Added to | 102,967 | 13,616 | 0.28% | 0.04% | 64 | +88,809 | 627.27% | Q2 2026 | Jul 30, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 101,457 | 13,416 | 0.19% | 0.38% | 65 | -111,272 | -52.31% | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | Added to | 100,084 | 13,235 | 0.43% | 0.41% | 66 | +1,129 | 1.14% | Q2 2026 | Aug 10, 2026 |
| Farrell Financial LLC | History | Reduced | 98,026 | 12,962 | 7.01% | 6.62% | 67 | -697 | -0.71% | Q2 2026 | Jul 10, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 92,937 | 12,289 | 0.04% | 0.05% | 68 | -20 | -0.02% | Q2 2026 | Aug 14, 2026 |
| Sanchez Levi Garrett | History | Added to | 92,130 | 12,183 | 6.61% | 6.4% | 69 | +1,209 | 1.33% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 91,218 | 12,062 | 0.03% | 0.03% | 70 | +8,094 | 9.74% | Q2 2026 | Aug 11, 2026 |
| Pathstone Holdings, LLC | History | Added to | 83,825 | 11,085 | 0.03% | 0.04% | 71 | +2,598 | 3.2% | Q2 2026 | Aug 13, 2026 |
| AMG National Trust Bank | History | Reduced | 83,470 | 11,038 | 0.23% | 0.21% | 72 | -3,796 | -4.35% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 82,860 | 10,957 | 0.0% | 0.0% | 73 | +8,280 | 11.1% | Q2 2026 | Aug 14, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 79,946 | 10,614 | 1.54% | 1.47% | 74 | +774 | 0.98% | Q2 2026 | Jul 06, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 77,100 | 10,195 | 1.04% | 0.99% | 75 | +5 | 0.01% | Q2 2026 | Jul 28, 2026 |
| V-Square Quantitative Management LLC | History | New | 77,000 | 10,182 | 0.97% | — | 76 | +77,000 | New | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | Added to | 76,485 | 10,114 | 0.04% | 0.01% | 77 | +67,115 | 716.28% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 73,515 | 9,723 | 0.01% | 0.01% | 78 | +8,346 | 12.81% | Q2 2026 | Aug 14, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 72,105 | 9,535 | 0.34% | 0.32% | 79 | +855 | 1.2% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 67,590 | 8,868 | 0.0% | 0.0% | 80 | +3,725 | 5.83% | Q2 2026 | Aug 12, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 66,573 | 8,803 | 0.73% | 0.78% | 81 | -2,575 | -3.72% | Q2 2026 | Jul 16, 2026 |
| AlTi Global, Inc. | History | Added to | 64,129 | 8,480 | 0.18% | 0.02% | 82 | +57,046 | 805.39% | Q2 2026 | Aug 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 63,463 | 8,392 | 0.0% | 0.0% | 83 | +43,466 | 217.36% | Q2 2026 | Aug 13, 2026 |
| Pearl Planning LLC | History | Added to | 60,619 | 8,016 | 3.69% | 3.52% | 84 | +1,991 | 3.4% | Q2 2026 | Jul 21, 2026 |
| Cetera Investment Advisers | History | Reduced | 60,047 | 7,940 | 0.01% | 0.01% | 85 | -580 | -0.96% | Q2 2026 | Aug 12, 2026 |
| BSW Wealth Partners | History | Reduced | 59,242 | 7,834 | 0.87% | 0.82% | 86 | -358 | -0.6% | Q2 2026 | Jul 15, 2026 |
| New Covenant Trust Company, N.A. | History | Reduced | 57,492 | 7,602 | 5.73% | 6.87% | 87 | -11,079 | -16.16% | Q2 2026 | Jul 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 56,694 | 7,497 | 0.01% | 0.01% | 88 | -2,472 | -4.18% | Q2 2026 | Aug 14, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 54,759 | 7,241 | 0.91% | 0.96% | 89 | +117 | 0.21% | Q2 2026 | Jul 27, 2026 |
| Banco Santander, S.A. | History | Added to | 54,058 | 7,148 | 0.04% | 0.04% | 90 | +10,558 | 24.27% | Q2 2026 | Jul 29, 2026 |
| LIBRA WEALTH LLC | History | Reduced | 53,482 | 7,072 | 1.81% | 1.69% | 91 | -42 | -0.08% | Q2 2026 | Aug 06, 2026 |
| Paragon Capital Management Ltd | History | Added to | 52,721 | 6,971 | 1.32% | 1.24% | 92 | +112 | 0.21% | Q2 2026 | Jul 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 51,103 | 6,757 | 0.08% | 0.08% | 93 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 50,847 | 6,724 | 2.35% | 2.04% | 94 | +4,195 | 8.99% | Q2 2026 | Aug 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 48,546 | 6,419 | 0.08% | 0.06% | 95 | +23,718 | 95.53% | Q2 2026 | Jul 20, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 47,899 | 6,324 | 0.93% | 0.97% | 96 | +304 | 0.64% | Q2 2026 | Jul 31, 2026 |
| EQ LLC | History | Reduced | 47,209 | 6,242 | 1.53% | 1.59% | 97 | -3,114 | -6.19% | Q2 2026 | Jul 23, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 47,053 | 6,222 | 0.78% | 0.73% | 98 | +428 | 0.92% | Q2 2026 | Aug 04, 2026 |
| US BANCORP \DE\ | History | Added to | 46,828 | 6,192 | 0.01% | 0.01% | 99 | +125 | 0.27% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 46,213 | 6,111 | 0.03% | 0.03% | 100 | -994 | -2.11% | Q2 2026 | Jul 24, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 45,509 | 6,018 | 0.46% | 0.44% | 101 | -978 | -2.1% | Q2 2026 | Jul 16, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 43,453 | 5,746 | 0.09% | — | 102 | +43,453 | New | Q2 2026 | Jul 28, 2026 |
| Westfuller Advisors, LLC | History | Added to | 42,011 | 5,555 | 2.02% | 1.25% | 103 | +16,151 | 62.46% | Q2 2026 | Jul 29, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 40,214 | 5,317 | 3.26% | 3.16% | 104 | -2,875 | -6.67% | Q2 2026 | Aug 11, 2026 |
| PFG Investments, LLC | History | Added to | 39,421 | 5,213 | 0.2% | 0.19% | 105 | +2,437 | 6.59% | Q2 2026 | Jul 23, 2026 |
| Corient Private Wealth LP | History | Reduced | 38,812 | 5,132 | 0.01% | 0.01% | 106 | -304 | -0.78% | Q2 2026 | Aug 27, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 38,630 | 5,108 | 0.13% | 0.13% | 107 | +177 | 0.46% | Q2 2026 | Jul 31, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 38,529 | 5,095 | 0.8% | 0.76% | 108 | -385 | -0.99% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 38,470 | 5,087 | 0.02% | 0.02% | 109 | +4,771 | 14.16% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 38,032 | 5,029 | 0.07% | 0.06% | 110 | +1,249 | 3.4% | Q2 2026 | Aug 12, 2026 |
| Sageworth Trust Co | History | Added to | 38,034 | 5,029 | 0.2% | 0.18% | 111 | +421 | 1.12% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 37,580 | 4,969 | 0.01% | 0.01% | 112 | +4,453 | 13.44% | Q2 2026 | Aug 07, 2026 |
| CHOREO, LLC | History | Added to | 36,284 | 4,798 | 0.05% | 0.05% | 113 | +3,440 | 10.47% | Q2 2026 | Aug 04, 2026 |
| Ashford Advisors, LLC | History | No change | 35,896 | 4,746 | 0.98% | 0.94% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 35,516 | 4,693 | 0.04% | 0.04% | 115 | -310 | -0.87% | Q2 2026 | Jul 17, 2026 |
| Brooklyn FI, LLC | History | No change | 35,296 | 4,666 | 0.85% | 0.83% | 116 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 34,489 | 4,553 | 0.44% | 0.47% | 117 | -2,011 | -5.51% | Q2 2026 | Aug 04, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 34,233 | 4,526 | 1.54% | 1.58% | 118 | -1,398 | -3.92% | Q2 2026 | Jul 07, 2026 |
| FIRST HORIZON CORP | History | No change | 33,939 | 4,488 | 0.17% | 0.16% | 119 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Haverford Trust Co | History | Added to | 33,053 | 4,370 | 0.04% | 0.03% | 120 | +3,753 | 12.81% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 32,341 | 4,276 | 0.01% | 0.01% | 121 | -449 | -1.37% | Q2 2026 | Aug 07, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 32,329 | 4,275 | 1.48% | 1.37% | 122 | +29 | 0.09% | Q2 2026 | Aug 13, 2026 |
| Well Done, LLC | History | Added to | 32,251 | 4,264 | 0.57% | 0.53% | 123 | +2 | 0.01% | Q2 2026 | Jul 24, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 31,290 | 4,137 | 2.14% | 2.28% | 124 | -3,062 | -8.91% | Q2 2026 | Jul 17, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 30,555 | 4,040 | 0.22% | 0.22% | 125 | -1,080 | -3.41% | Q2 2026 | Jul 27, 2026 |
| CITIGROUP INC | History | Added to | 30,527 | 4,036 | 0.0% | 0.0% | 126 | +12,637 | 70.64% | Q2 2026 | Aug 03, 2026 |
| Ballentine Partners, LLC | History | Added to | 30,309 | 4,008 | 0.05% | 0.05% | 127 | +1 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vanguard National Trust Co | History | No change | 29,933 | 3,958 | 0.22% | 0.21% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 29,862 | 3,948 | 0.04% | 0.04% | 129 | -115 | -0.38% | Q2 2026 | Aug 06, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 29,581 | 3,911 | 1.6% | 1.66% | 130 | -551 | -1.83% | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | Added to | 29,290 | 3,873 | 0.0% | 0.0% | 131 | +3,902 | 15.37% | Q2 2026 | Aug 13, 2026 |
| Mallini Complete Financial Planning LLC | History | Reduced | 29,154 | 3,855 | 2.75% | 2.61% | 132 | -225 | -0.77% | Q2 2026 | Jul 08, 2026 |
| WHITTIER TRUST CO | History | No change | 28,585 | 3,804 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Modera Wealth Management, LLC | History | Added to | 28,108 | 3,716 | 0.04% | 0.04% | 134 | +2 | 0.01% | Q2 2026 | Aug 03, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 27,124 | 3,586 | 0.21% | 0.19% | 135 | +81 | 0.3% | Q2 2026 | Jul 15, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 26,153 | 3,480 | 0.43% | 0.42% | 136 | -729 | -2.71% | Q2 2026 | Jul 08, 2026 |
| Hamrick Investment Counsel, llc | History | Reduced | 26,080 | 3,448 | 2.29% | 1.74% | 137 | -1,956 | -6.98% | Q2 2026 | Aug 13, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 26,069 | 3,447 | 1.1% | 1.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 25,537 | 3,376 | 0.01% | 0.01% | 139 | +543 | 2.17% | Q2 2026 | Aug 12, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 25,287 | 3,343 | 1.61% | 1.46% | 140 | +89 | 0.35% | Q2 2026 | Aug 07, 2026 |
| Wealth Group Ltd | History | Added to | 25,258 | 3,340 | 0.64% | 0.64% | 141 | +139 | 0.55% | Q2 2026 | Jul 10, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 24,731 | 3,270 | 0.04% | 0.03% | 142 | -151 | -0.61% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 24,717 | 3,268 | 0.0% | 0.0% | 143 | -484 | -1.92% | Q2 2026 | Aug 12, 2026 |
| DAVIS R M INC | History | Added to | 24,658 | 3,260 | 0.05% | 0.05% | 144 | +481 | 1.99% | Q2 2026 | Aug 14, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 24,636 | 3,257 | 1.75% | 1.69% | 145 | +1,975 | 8.72% | Q2 2026 | Jul 23, 2026 |
| BlackRock, Inc. | History | Added to | 24,217 | 3,202 | 0.0% | 0.0% | 146 | +14,703 | 154.54% | Q2 2026 | Aug 07, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 23,880 | 3,157 | 0.41% | 0.39% | 147 | +170 | 0.72% | Q2 2026 | Jul 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 23,244 | 3,109 | 0.01% | 0.01% | 148 | +1,183 | 5.36% | Q2 2026 | Jul 15, 2026 |
| CGN Advisors LLC | History | Reduced | 23,238 | 3,072 | 0.22% | 0.22% | 149 | -1,914 | -7.61% | Q2 2026 | Jul 06, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 23,083 | 3,052 | 1.6% | 1.43% | 150 | +677 | 3.02% | Q2 2026 | Jul 02, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 22,929 | 3,032 | 0.0% | 0.0% | 151 | -38,567 | -62.71% | Q2 2026 | Aug 06, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 22,528 | 2,979 | 0.44% | 0.41% | 152 | +36 | 0.16% | Q2 2026 | Jul 16, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 22,268 | 2,944 | 0.4% | 0.38% | 153 | +401 | 1.83% | Q2 2026 | Jul 22, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 22,190 | 2,934 | 0.01% | 0.01% | 154 | +2 | 0.01% | Q2 2026 | Aug 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 21,923 | 2,900 | 0.05% | 0.04% | 155 | +4,360 | 24.82% | Q2 2026 | Jul 27, 2026 |
| Savant Capital, LLC | History | Added to | 23,999 | 2,899 | 0.01% | 0.01% | 156 | +9,851 | 69.63% | Q2 2026 | Aug 10, 2026 |
| Fairlight Advisors | History | New | 21,520 | 2,845 | 2.32% | — | 157 | +21,520 | New | Q2 2026 | Jul 24, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 21,485 | 2,840 | 2.2% | 2.01% | 158 | -71 | -0.33% | Q2 2026 | Aug 14, 2026 |
| Prospera Capital Management, LLC | History | New | 21,260 | 2,829 | 0.88% | — | 159 | +21,260 | New | Q2 2026 | Jul 27, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 21,255 | 2,810 | 1.38% | 1.17% | 160 | +720 | 3.51% | Q2 2026 | Jul 16, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 20,859 | 2,758 | 0.04% | 0.04% | 161 | +38 | 0.18% | Q2 2026 | Aug 07, 2026 |
| XY Planning Network, Inc. | History | New | 20,812 | 2,752 | 0.35% | — | 162 | +20,812 | New | Q2 2026 | Jul 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 20,671 | 2,733 | 0.01% | 0.02% | 163 | -3,991 | -16.18% | Q2 2026 | Jul 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 20,071 | 2,654 | 0.0% | 0.0% | 164 | -115 | -0.57% | Q2 2026 | Jul 28, 2026 |
| MAYPORT, LLC | History | Reduced | 19,942 | 2,637 | 0.41% | 0.42% | 165 | -386 | -1.9% | Q2 2026 | Aug 07, 2026 |
| NewEdge Wealth, LLC | History | Added to | 19,723 | 2,608 | 0.03% | 0.03% | 166 | +103 | 0.52% | Q2 2026 | Aug 10, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 19,609 | 2,593 | 0.38% | 0.34% | 167 | +85 | 0.44% | Q2 2026 | Aug 06, 2026 |
| Glenview Trust Co | History | Reduced | 19,029 | 2,516 | 0.03% | 0.03% | 168 | -268 | -1.39% | Q2 2026 | Aug 18, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 19,012 | 2,514 | 0.51% | 0.49% | 169 | -181 | -0.94% | Q2 2026 | Aug 04, 2026 |
| Wedmont Private Capital | History | Added to | 18,588 | 2,486 | 0.07% | 0.07% | 170 | +22 | 0.12% | Q2 2026 | Jul 13, 2026 |
| West Financial Advisors, LLC | History | Reduced | 18,386 | 2,431 | 0.37% | 0.36% | 171 | -274 | -1.47% | Q2 2026 | Jul 08, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 18,236 | 2,411 | 1.07% | 1.15% | 172 | -1,146 | -5.91% | Q2 2026 | Jul 30, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 18,154 | 2,400 | 0.1% | 0.1% | 173 | -374 | -2.02% | Q2 2026 | Jul 23, 2026 |
| Arjuna Capital | History | Added to | 18,118 | 2,395 | 0.54% | 0.5% | 174 | +643 | 3.68% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | New | 18,034 | 2,384 | 0.0% | — | 175 | +18,034 | New | Q2 2026 | Aug 13, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 17,904 | 2,367 | 0.21% | 0.2% | 176 | -1,000 | -5.29% | Q2 2026 | Jul 20, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 17,094 | 2,260 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 17,083 | 2,259 | 0.17% | 0.16% | 178 | -443 | -2.53% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 17,001 | 2,248 | 0.1% | 0.1% | 179 | -93 | -0.54% | Q2 2026 | Jul 22, 2026 |
| Parallel Advisors, LLC | History | Reduced | 16,946 | 2,240 | 0.03% | 0.04% | 180 | -407 | -2.35% | Q2 2026 | Aug 05, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 16,490 | 2,180 | 0.9% | 0.88% | 181 | +25 | 0.15% | Q2 2026 | Jul 31, 2026 |
| WealthCollab, LLC | History | No change | 16,380 | 2,166 | 0.78% | 0.76% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 16,282 | 2,153 | 0.03% | 0.03% | 183 | +48 | 0.3% | Q2 2026 | Jul 22, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 16,000 | 2,115 | 0.03% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Neuberger Berman Group LLC | History | Added to | 15,933 | 2,106 | 0.0% | 0.0% | 185 | +515 | 3.34% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 15,776 | 2,086 | 0.02% | 0.01% | 186 | +5,315 | 50.81% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 15,562 | 2,057 | 0.03% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 15,464 | 2,044 | 0.9% | 0.87% | 188 | +911 | 6.26% | Q2 2026 | Jul 29, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 15,342 | 2,028 | 0.64% | 0.64% | 189 | -1,076 | -6.55% | Q2 2026 | Jul 20, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 15,123 | 1,999 | 0.05% | 0.05% | 190 | -1 | -0.01% | Q2 2026 | Jul 29, 2026 |
| Wealth Analytics Partners, LLC | History | Reduced | 14,996 | 1,998 | 0.72% | 0.69% | 191 | -29 | -0.19% | Q2 2026 | Jul 16, 2026 |
| M&T BANK CORP | History | No change | 14,967 | 1,979 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BROWN ADVISORY INC | History | Reduced | 14,806 | 1,957 | 0.0% | 0.0% | 193 | -506 | -3.3% | Q2 2026 | Aug 14, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 14,606 | 1,931 | 0.3% | 0.34% | 194 | +574 | 4.09% | Q2 2026 | Jul 10, 2026 |
| Silver Oak Advisory Group, Inc. | History | Reduced | 14,599 | 1,930 | 0.76% | 0.73% | 195 | -427 | -2.84% | Q2 2026 | Jul 31, 2026 |
| Rock Point Advisors, LLC | History | Added to | 14,500 | 1,917 | 0.47% | 0.42% | 196 | +735 | 5.34% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 14,503 | 1,917 | 0.01% | 0.01% | 197 | +194 | 1.36% | Q2 2026 | Aug 13, 2026 |
| Farnam Financial LLC | History | Reduced | 14,308 | 1,892 | 1.38% | 1.44% | 198 | -1,311 | -8.39% | Q2 2026 | Jul 22, 2026 |
| Burkett Asset Management Ltd | History | No change | 14,250 | 1,884 | 1.76% | 1.58% | 199 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 14,121 | 1,867 | 0.5% | 0.33% | 200 | +4,028 | 39.91% | Q2 2026 | Jul 16, 2026 |
| Smithfield Trust Co | History | Reduced | 14,109 | 1,866 | 0.07% | 0.07% | 201 | -382 | -2.64% | Q2 2026 | Aug 05, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 14,112 | 1,866 | 0.21% | 0.2% | 202 | -340 | -2.35% | Q2 2026 | Jul 16, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 14,034 | 1,855 | 0.29% | 0.27% | 203 | +66 | 0.47% | Q2 2026 | Jul 23, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 13,755 | 1,818 | 0.92% | 0.89% | 204 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Ervin Investment Management, LLC | History | Added to | 13,688 | 1,810 | 0.98% | 0.84% | 205 | +860 | 6.7% | Q2 2026 | Jul 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 13,431 | 1,776 | 0.04% | 0.04% | 206 | -1,939 | -12.62% | Q2 2026 | Jul 28, 2026 |
| McLean Asset Management Corp | History | Added to | 13,302 | 1,756 | 0.23% | 0.25% | 207 | +713 | 5.66% | Q2 2026 | Aug 12, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 13,202 | 1,745 | 0.05% | 0.05% | 208 | +83 | 0.63% | Q2 2026 | Aug 04, 2026 |
| Merit Financial Group, LLC | History | Reduced | 13,176 | 1,742 | 0.01% | 0.01% | 209 | -983 | -6.94% | Q2 2026 | Jul 20, 2026 |
| Values Added Financial LLC | History | Reduced | 13,177 | 1,742 | 0.63% | 0.67% | 210 | -938 | -6.65% | Q2 2026 | Jul 27, 2026 |
| Weil Company, Inc. | History | Reduced | 13,095 | 1,731 | 0.3% | 0.35% | 211 | -650 | -4.73% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | Added to | 12,961 | 1,713 | 0.01% | 0.0% | 212 | +3,205 | 32.85% | Q2 2026 | Aug 11, 2026 |
| Shepherd Financial Partners LLC | History | No change | 12,933 | 1,710 | 0.14% | 0.14% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 12,905 | 1,706 | 0.05% | 0.05% | 214 | +325 | 2.58% | Q2 2026 | Jul 17, 2026 |
| Atomic Invest LLC | History | Added to | 12,971 | 1,702 | 0.15% | 0.13% | 215 | +10,508 | 426.63% | Q2 2026 | Sep 25, 2026 |
| Northland Capital Management LLC | History | Reduced | 12,753 | 1,686 | 0.91% | 1.0% | 216 | -3,596 | -22.0% | Q2 2026 | Jul 21, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 12,756 | 1,686 | 0.04% | 0.04% | 217 | +146 | 1.16% | Q2 2026 | Aug 13, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 12,615 | 1,668 | 0.27% | 0.25% | 218 | +253 | 2.05% | Q2 2026 | Jul 24, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 12,586 | 1,664 | 0.58% | 0.57% | 219 | +43 | 0.34% | Q2 2026 | Jul 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 12,464 | 1,648 | 0.01% | 0.0% | 220 | +380 | 3.14% | Q2 2026 | Aug 13, 2026 |
| Napier Financial, LLC | History | Added to | 12,437 | 1,644 | 0.34% | 0.32% | 221 | +145 | 1.18% | Q2 2026 | Jul 31, 2026 |
| Compound Planning, Inc. | History | Added to | 12,421 | 1,642 | 0.04% | 0.04% | 222 | +638 | 5.41% | Q2 2026 | Aug 04, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 12,446 | 1,637 | 0.43% | 0.5% | 223 | -1,148 | -8.44% | Q2 2026 | Jul 20, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 12,339 | 1,631 | 0.29% | 0.26% | 224 | +87 | 0.71% | Q2 2026 | Aug 04, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 12,277 | 1,623 | 0.55% | 0.53% | 225 | +26 | 0.21% | Q2 2026 | Aug 06, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 12,062 | 1,595 | 0.43% | 0.42% | 226 | -310 | -2.51% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 11,997 | 1,586 | 0.01% | 0.01% | 227 | +2,606 | 27.75% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 11,760 | 1,555 | 0.0% | — | 228 | +11,760 | New | Q2 2026 | Aug 14, 2026 |
| DeDora Capital, Inc. | History | Added to | 11,631 | 1,538 | 0.33% | 0.06% | 229 | +9,407 | 422.98% | Q2 2026 | Jul 13, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 11,442 | 1,513 | 0.17% | 0.17% | 230 | +22 | 0.19% | Q2 2026 | Jul 24, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 11,278 | 1,491 | 0.11% | 0.1% | 231 | +125 | 1.12% | Q2 2026 | Aug 07, 2026 |
| Bell Bank | History | Reduced | 11,171 | 1,477 | 0.06% | 0.05% | 232 | -70 | -0.62% | Q2 2026 | Jul 15, 2026 |
| Chemistry Wealth Management LLC | History | No change | 10,827 | 1,431 | 0.23% | 0.21% | 233 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 10,710 | 1,416 | 0.0% | 0.0% | 234 | -1,676 | -13.53% | Q2 2026 | Aug 14, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 10,696 | 1,414 | 0.88% | 0.9% | 235 | -720 | -6.31% | Q2 2026 | Aug 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 10,570 | 1,397 | 0.13% | 0.13% | 236 | -233 | -2.16% | Q2 2026 | Aug 11, 2026 |
| Addison Advisors LLC | History | Reduced | 10,310 | 1,363 | 0.64% | 0.43% | 237 | -7,132 | -40.89% | Q2 2026 | Aug 10, 2026 |
| Brickley Wealth Management | History | Reduced | 10,227 | 1,352 | 0.19% | 0.2% | 238 | -181 | -1.74% | Q2 2026 | Jul 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 10,200 | 1,348 | 0.0% | — | 239 | +10,200 | New | Q2 2026 | Aug 13, 2026 |
| Xena Financial Planning, LLC | History | Added to | 10,117 | 1,337 | 1.28% | 1.26% | 240 | +167 | 1.68% | Q2 2026 | Jul 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 10,109 | 1,336 | 0.01% | 0.01% | 241 | +256 | 2.6% | Q2 2026 | Aug 11, 2026 |
| NWAM LLC | History | Added to | 10,036 | 1,327 | 0.07% | 0.01% | 242 | +8,079 | 412.83% | Q2 2026 | Jul 23, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 9,875 | 1,305 | 0.84% | 0.85% | 243 | -327 | -3.21% | Q2 2026 | Aug 06, 2026 |
| Midwest Trust Co | History | Added to | 9,837 | 1,300 | 0.01% | 0.01% | 244 | +2,010 | 25.68% | Q2 2026 | Aug 04, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 9,827 | 1,299 | 0.01% | 0.01% | 245 | +574 | 6.2% | Q2 2026 | Aug 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 9,794 | 1,295 | 0.02% | 0.02% | 246 | +358 | 3.79% | Q2 2026 | Aug 10, 2026 |
| Family CFO Inc | History | Added to | 9,678 | 1,279 | 0.49% | 0.47% | 248 | +314 | 3.35% | Q2 2026 | Jul 20, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 9,677 | 1,279 | 0.01% | 0.01% | 247 | +17 | 0.18% | Q2 2026 | Aug 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 5,499 | 1,278 | 0.0% | 0.0% | 249 | +2,283 | 70.99% | Q2 2026 | Aug 03, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 9,557 | 1,263 | 0.03% | 0.03% | 250 | -256 | -2.61% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 9,436 | 1,247 | 0.0% | 0.0% | 251 | +580 | 6.55% | Q2 2026 | Aug 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 9,407 | 1,243 | 0.13% | 0.13% | 252 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ANB BANK | History | Reduced | 9,318 | 1,232 | 0.46% | 0.42% | 253 | -9 | -0.1% | Q2 2026 | Aug 11, 2026 |
| Townsend Financial Planning, LLC | History | Reduced | 9,231 | 1,220 | 1.06% | 1.07% | 254 | -616 | -6.26% | Q2 2026 | Aug 06, 2026 |
| IFG Advisors, LLC | History | Added to | 9,208 | 1,217 | 0.17% | 0.17% | 255 | +212 | 2.36% | Q2 2026 | Jul 22, 2026 |
| Larson Financial Group LLC | History | Reduced | 9,152 | 1,210 | 0.03% | 0.04% | 256 | -875 | -8.73% | Q2 2026 | Aug 14, 2026 |
| Greenspring Advisors, LLC | History | No change | 9,130 | 1,207 | 0.07% | 0.06% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFG Advisors | History | Added to | 9,071 | 1,199 | 0.06% | 0.05% | 258 | +30 | 0.33% | Q2 2026 | Jul 16, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 8,927 | 1,181 | 0.02% | 0.02% | 259 | +7 | 0.08% | Q2 2026 | Aug 10, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 8,880 | 1,174 | 0.01% | 0.01% | 260 | +973 | 12.31% | Q2 2026 | Aug 07, 2026 |
| SFM, LLC | History | Reduced | 8,862 | 1,171 | 0.6% | 0.6% | 261 | -33 | -0.37% | Q2 2026 | Jul 07, 2026 |
| Continuum Advisory, LLC | History | Added to | 8,832 | 1,167 | 0.09% | 0.03% | 262 | +5,891 | 200.31% | Q2 2026 | Aug 06, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 8,820 | 1,166 | 0.08% | 0.06% | 263 | +1,207 | 15.85% | Q2 2026 | Aug 13, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Reduced | 8,807 | 1,164 | 0.16% | 0.14% | 264 | -27 | -0.31% | Q2 2026 | Aug 06, 2026 |
| World Investment Advisors | History | Reduced | 9,287 | 1,157 | 0.02% | 0.02% | 265 | -150 | -1.59% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | New | 8,735 | 1,155 | 0.0% | — | 266 | +8,735 | New | Q2 2026 | Aug 11, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Reduced | 8,734 | 1,154 | 0.18% | 0.17% | 267 | -40 | -0.46% | Q2 2026 | Jul 22, 2026 |
| My Personal CFO, LLC | History | No change | 8,696 | 1,149 | 0.45% | 0.43% | 268 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 8,625 | 1,140 | 0.02% | 0.03% | 270 | -247 | -2.78% | Q2 2026 | Aug 03, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 8,624 | 1,140 | 0.21% | 0.21% | 269 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 8,600 | 1,137 | 0.03% | 0.02% | 271 | +2,016 | 30.62% | Q2 2026 | Jul 28, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 8,336 | 1,135 | 0.02% | 0.02% | 272 | -43 | -0.51% | Q2 2026 | Aug 06, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Reduced | 8,473 | 1,120 | 0.07% | 0.09% | 273 | -2,330 | -21.57% | Q2 2026 | Jul 21, 2026 |
| Sageworth Trust Co of South Dakota | History | Reduced | 8,398 | 1,110 | 0.68% | 0.79% | 275 | -538 | -6.02% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 8,394 | 1,110 | 0.0% | 0.0% | 274 | +34 | 0.41% | Q2 2026 | Aug 05, 2026 |
| TRUEFG, LLC | History | Reduced | 8,285 | 1,095 | 0.26% | 0.25% | 276 | -139 | -1.65% | Q2 2026 | Jul 16, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 8,268 | 1,093 | 0.03% | 0.03% | 277 | -1,001 | -10.8% | Q2 2026 | Jul 28, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 8,124 | 1,074 | 0.64% | 0.61% | 278 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 8,066 | 1,066 | 0.0% | 0.0% | 279 | -14 | -0.17% | Q2 2026 | Jul 28, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 7,869 | 1,040 | 0.09% | 0.08% | 280 | +619 | 8.54% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 7,862 | 1,039 | 0.01% | 0.0% | 281 | +6,044 | 332.45% | Q2 2026 | Jul 27, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 7,846 | 1,037 | 0.27% | 0.27% | 282 | -17 | -0.22% | Q2 2026 | Jul 17, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 7,813 | 1,033 | 0.07% | 0.07% | 283 | -334 | -4.1% | Q2 2026 | Aug 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 7,803 | 1,031 | 0.19% | 0.19% | 284 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Passive Capital Management, LLC. | History | Added to | 8,520 | 1,030 | 0.32% | 0.28% | 285 | +118 | 1.4% | Q2 2026 | Aug 10, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 7,699 | 1,018 | 0.08% | 0.08% | 286 | +109 | 1.44% | Q2 2026 | Aug 14, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Reduced | 7,552 | 998 | 0.48% | 0.5% | 288 | -129 | -1.68% | Q2 2026 | Aug 07, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 7,547 | 998 | 0.18% | 0.18% | 287 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Winter & Associates, Inc. | History | Added to | 7,532 | 996 | 0.75% | 0.24% | 289 | +5,129 | 213.44% | Q2 2026 | Jul 09, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | Added to | 7,444 | 984 | 0.0% | 0.0% | 290 | +2,201 | 41.98% | Q2 2026 | Aug 10, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 7,440 | 983 | 0.06% | 0.06% | 291 | -275 | -3.56% | Q2 2026 | Aug 11, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Reduced | 7,409 | 979 | 0.26% | 0.26% | 292 | -121 | -1.61% | Q2 2026 | Jul 13, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 7,397 | 978 | 0.29% | 0.24% | 293 | +728 | 10.92% | Q2 2026 | Aug 10, 2026 |
| Csenge Advisory Group | History | Added to | 7,373 | 975 | 0.04% | 0.04% | 294 | +15 | 0.2% | Q2 2026 | Aug 10, 2026 |
| May Hill Capital, LLC | History | No change | 7,312 | 966 | 0.2% | 0.21% | 295 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 7,214 | 953 | 0.03% | 0.03% | 296 | +55 | 0.77% | Q2 2026 | Jul 07, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 7,202 | 952 | 0.21% | 0.2% | 297 | -37 | -0.51% | Q2 2026 | Aug 14, 2026 |
| PECAUT & CO. | History | Reduced | 7,118 | 941 | 0.29% | 0.27% | 298 | -229 | -3.12% | Q2 2026 | Aug 03, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 7,082 | 936 | 0.01% | 0.01% | 299 | -48 | -0.67% | Q2 2026 | Aug 17, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 6,950 | 919 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |