VANGUARD MALVERN FUNDS - VTIP
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.
Details.
Showing first 300 of
959 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 18,526,302 | 930,576 | 0.21% | 0.21% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 7,347,518 | 369,065 | 3.92% | 3.92% | 2 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 7,281,217 | 365,735 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 7,049,255 | 353,088 | 1.04% | 1.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | No change | 6,439,963 | 323,479 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthfront Advisers LLC | History | No change | 6,137,312 | 308,277 | 0.59% | 0.59% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 6,019,982 | 302,382 | 0.27% | 0.27% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 5,683,131 | 285,463 | 4.12% | 4.12% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 5,337,573 | 268,106 | 0.27% | 0.27% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 5,146,018 | 258,484 | 3.77% | 3.77% | 10 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 5,045,602 | 253,440 | 1.4% | 1.4% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 4,995,637 | 250,932 | 2.13% | 2.13% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 4,790,222 | 240,612 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 4,345,770 | 218,278 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,320,397 | 217,013 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Klingman & Associates, LLC | History | No change | 2,611,590 | 131,180 | 5.58% | 5.58% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | No change | 2,386,258 | 119,861 | 0.12% | 0.12% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | No change | 2,338,765 | 117,476 | 0.44% | 0.44% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 2,102,882 | 105,627 | 2.42% | 2.42% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 2,030,876 | 102,010 | 5.23% | 5.23% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,953,570 | 98,127 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 1,869,358 | 93,897 | 15.87% | 15.87% | 22 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,847,655 | 92,807 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 1,741,550 | 87,478 | 0.11% | 0.11% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | No change | 1,718,938 | 86,342 | 13.77% | 13.77% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 1,673,562 | 84,063 | 0.14% | 0.14% | 26 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIRST INTERSTATE BANK | History | No change | 1,568,915 | 78,806 | 4.11% | 4.11% | 27 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strategic Financial Services, Inc. | History | No change | 1,543,640 | 77,537 | 3.4% | 3.4% | 28 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| True Link Financial Advisors, LLC | History | No change | 1,525,646 | 76,633 | 4.43% | 4.43% | 29 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,478,713 | 74,275 | 0.07% | 0.07% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,455,422 | 73,105 | 4.45% | 4.45% | 31 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Betterment LLC | History | No change | 1,380,243 | 69,330 | 0.12% | 0.12% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,333,566 | 67,065 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 1,303,595 | 65,479 | 0.43% | 0.43% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empowered Funds, LLC | History | No change | 1,258,283 | 62,347 | 0.33% | 0.33% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 1,209,758 | 60,766 | 0.77% | 0.77% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,193,049 | 59,926 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,184,197 | 59,484 | 0.07% | 0.07% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Garde Capital, Inc. | History | No change | 1,156,378 | 58,084 | 2.6% | 2.6% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cetera Investment Advisers | History | No change | 1,146,348 | 57,581 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 1,062,481 | 53,368 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accredited Investors Inc. | History | No change | 1,014,386 | 50,952 | 2.2% | 2.2% | 42 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 964,393 | 48,441 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 900,431 | 45,228 | 1.69% | 1.69% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALTFEST L J & CO INC | History | No change | 852,080 | 42,799 | 4.15% | 4.15% | 45 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pacific Sage Partners, LLC | History | No change | 809,759 | 40,674 | 5.77% | 5.77% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 807,517 | 40,561 | 7.34% | 7.34% | 47 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 796,228 | 39,994 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 791,967 | 39,780 | 6.25% | 6.25% | 49 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bank of New York Mellon Corp | History | No change | 786,928 | 39,527 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Plan, Inc. | History | No change | 776,767 | 39,017 | 3.7% | 3.7% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 749,748 | 37,660 | 0.68% | 0.68% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 738,693 | 37,104 | 4.13% | 4.13% | 53 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ethos Capital Management, Inc. | History | No change | 715,805 | 35,954 | 25.6% | 25.6% | 54 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Beacon Capital Management, Inc. | History | No change | 712,474 | 35,787 | 2.17% | 2.17% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 683,280 | 34,321 | 20.55% | 20.55% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 661,676 | 33,235 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 653,370 | 32,818 | 4.17% | 4.17% | 58 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Marotta Asset Management | History | Reduced | 659,236 | 32,447 | 5.51% | 5.5% | 59 | -7,931 | -1.19% | Q3 2026 | Oct 02, 2026 |
| DEFINE FINANCIAL, LLC | History | No change | 644,675 | 32,382 | 14.87% | 14.87% | 60 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 639,705 | 32,132 | 0.1% | 0.1% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stratos Investment Management, LLC | History | No change | 623,489 | 31,317 | 1.13% | 1.13% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 623,336 | 31,310 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 617,814 | 31,032 | 0.12% | 0.12% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 600,890 | 30,182 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 542,843 | 30,146 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 599,305 | 30,103 | 3.97% | 3.97% | 67 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Adventist Health System/ West | History | No change | 572,974 | 28,780 | 4.51% | 4.51% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 550,581 | 27,264 | 9.22% | 9.22% | 69 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 525,001 | 26,370 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 521,491 | 26,194 | 1.71% | 1.71% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 522,120 | 25,928 | 3.28% | 3.28% | 72 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 516,076 | 25,922 | 2.25% | 2.25% | 73 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AE Wealth Management LLC | History | No change | 514,454 | 25,840 | 0.12% | 0.12% | 74 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VAN STRUM & TOWNE INC. | History | No change | 510,557 | 25,645 | 6.99% | 6.99% | 75 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Schorn Wealth LLC | History | No change | 506,031 | 25,417 | 6.65% | 6.65% | 76 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Corient Private Wealth LP | History | No change | 499,187 | 25,074 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Deane Retirement Strategies, Inc. | History | No change | 495,958 | 24,912 | 10.55% | 10.55% | 78 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | No change | 436,245 | 21,912 | 16.23% | 16.23% | 79 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIFTH THIRD BANCORP | History | No change | 434,677 | 21,833 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Woodward Financial Advisors, Inc. | History | No change | 432,340 | 21,716 | 7.26% | 7.26% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 429,630 | 21,580 | 0.34% | 0.34% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 428,783 | 21,537 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ProVise Management Group, LLC | History | No change | 426,377 | 21,416 | 1.44% | 1.44% | 84 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Burton Enright Welch | History | No change | 422,683 | 21,231 | 2.49% | 2.49% | 85 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Chemistry Wealth Management LLC | History | No change | 422,416 | 21,217 | 3.39% | 3.39% | 86 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SWAN Capital LLC | History | No change | 422,205 | 21,207 | 7.26% | 7.26% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Goodman Financial Corp | History | No change | 421,313 | 21,162 | 3.27% | 3.27% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MAYPORT, LLC | History | No change | 420,360 | 21,114 | 3.27% | 3.27% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SJS Investment Consulting Inc. | History | No change | 420,192 | 21,106 | 2.3% | 2.3% | 90 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 418,059 | 20,999 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NKCFO LLC | History | No change | 415,950 | 20,893 | 6.33% | 6.33% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brickley Wealth Management | History | No change | 414,646 | 20,827 | 2.99% | 2.99% | 93 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Fairway Wealth LLC | History | No change | 1,111,931 | 20,675 | 4.73% | 4.73% | 94 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 410,143 | 20,601 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | No change | 395,897 | 19,885 | 0.2% | 0.2% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sellwood Investment Partners LLC | History | No change | 394,459 | 19,813 | 6.99% | 6.99% | 97 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Portland Global Advisors LLC | History | No change | 390,446 | 19,612 | 1.86% | 1.86% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glenview Trust Co | History | No change | 387,486 | 19,463 | 0.27% | 0.27% | 99 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Nova R Wealth, Inc. | History | No change | 385,525 | 19,364 | 5.65% | 5.65% | 100 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Prosperity Planning, Inc. | History | No change | 384,318 | 19,304 | 4.42% | 4.42% | 101 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Lifeworks Advisors, LLC | History | No change | 370,992 | 18,634 | 1.95% | 1.95% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 369,500 | 18,559 | 8.17% | 8.17% | 103 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 371,543 | 18,558 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 365,072 | 18,337 | 0.14% | 0.14% | 105 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 364,472 | 18,307 | 1.86% | 1.86% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Asset Management One Co., Ltd. | History | No change | 359,467 | 18,056 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LPWM LLC | History | No change | 359,230 | 18,044 | 4.0% | 4.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Penserra Capital Management LLC | History | No change | 359,018 | 18,033 | 0.14% | 0.14% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apella Capital, LLC | History | No change | 362,873 | 18,013 | 0.25% | 0.25% | 110 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 358,555 | 18,010 | 1.42% | 1.42% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Emprise Bank | History | Reduced | 356,639 | 17,553 | 6.71% | 6.66% | 112 | -3,483 | -0.97% | Q3 2026 | Oct 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 347,262 | 17,442 | 0.08% | 0.08% | 113 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Greystone Financial Group, LLC | History | No change | 345,296 | 17,344 | 4.85% | 4.85% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 337,503 | 16,953 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 335,679 | 16,861 | 0.41% | 0.41% | 116 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| North Star Investment Management Corp. | History | No change | 333,012 | 16,727 | 0.91% | 0.91% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 330,842 | 16,618 | 1.01% | 1.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 328,366 | 16,493 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 319,596 | 16,053 | 0.06% | 0.06% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 313,502 | 15,747 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 316,500 | 15,578 | 8.29% | 8.24% | 122 | +2,626 | 0.84% | Q3 2026 | Oct 06, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 304,623 | 15,301 | 3.07% | 3.07% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Carnegie Investment Counsel | History | No change | 287,233 | 14,427 | 0.29% | 0.29% | 124 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Verus Financial Partners, Inc. | History | No change | 286,832 | 14,407 | 1.23% | 1.23% | 125 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 284,320 | 14,281 | 1.55% | 1.55% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baron Financial Group, LLC | History | No change | 273,385 | 13,732 | 6.55% | 6.55% | 127 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Savvy Advisors, Inc. | History | No change | 270,802 | 13,602 | 0.29% | 0.29% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Equitable Holdings, Inc. | History | No change | 270,503 | 13,587 | 0.08% | 0.08% | 129 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| 55 North Private Wealth, LLC | History | No change | 267,911 | 13,457 | 2.65% | 2.65% | 130 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 266,385 | 13,380 | 0.84% | 0.84% | 131 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Rehmann Capital Advisory Group | History | No change | 263,775 | 13,259 | 0.61% | 0.61% | 132 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Vertrix Wealth Management, LLC | History | No change | 262,186 | 13,169 | 4.43% | 4.43% | 133 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ADVOCATE GROUP LLC | History | No change | 258,546 | 12,986 | 1.95% | 1.95% | 134 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MGO ONE SEVEN LLC | History | No change | 257,616 | 12,940 | 0.21% | 0.21% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 256,344 | 12,876 | 0.26% | 0.26% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 253,720 | 12,744 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McLean Asset Management Corp | History | No change | 256,247 | 12,725 | 1.68% | 1.68% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 247,165 | 12,430 | 1.2% | 1.2% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMG National Trust Bank | History | No change | 237,626 | 11,935 | 0.24% | 0.24% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 236,594 | 11,884 | 2.94% | 2.94% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | No change | 234,410 | 11,774 | 0.13% | 0.13% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 233,092 | 11,708 | 0.07% | 0.07% | 143 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HAMEL ASSOCIATES, INC. | History | No change | 232,135 | 11,660 | 3.22% | 3.22% | 144 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDELIS iM, LLC | History | No change | 231,723 | 11,639 | 3.97% | 3.97% | 145 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 230,722 | 11,589 | 1.75% | 1.75% | 146 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Creative Planning | History | No change | 229,601 | 11,532 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 225,134 | 11,308 | 0.1% | 0.1% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 224,630 | 11,283 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 224,156 | 11,259 | 0.14% | 0.14% | 150 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Frisco Financial Planning LLC | History | Added to | 226,261 | 11,136 | 8.67% | 8.34% | 152 | +6,043 | 2.74% | Q3 2026 | Oct 05, 2026 |
| CONNABLE OFFICE INC | History | No change | 221,716 | 11,136 | 0.98% | 0.98% | 151 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 218,914 | 10,996 | 3.68% | 3.68% | 153 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Net Worth Advisory Group | History | No change | 218,555 | 10,978 | 2.77% | 2.77% | 154 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Colorado Capital Management, Inc. | History | No change | 218,240 | 10,962 | 3.74% | 3.74% | 155 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Financial & Tax Architects, LLC | History | No change | 211,203 | 10,608 | 2.24% | 2.24% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aurelius Family Office LLC | History | No change | 211,089 | 10,603 | 4.18% | 4.18% | 157 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Addison Advisors LLC | History | No change | 210,304 | 10,563 | 4.99% | 4.99% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 209,972 | 10,546 | 1.06% | 1.06% | 159 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LifeWealth Investments, LLC | History | No change | 206,411 | 10,368 | 2.77% | 2.77% | 160 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Factor Wealth Management LTD | History | No change | 205,131 | 10,303 | 1.56% | 1.56% | 161 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sepio Capital, LP | History | No change | 202,550 | 10,174 | 0.51% | 0.51% | 162 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | No change | 202,481 | 10,170 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 201,306 | 10,111 | 1.9% | 1.9% | 164 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Ethos Financial Group, LLC | History | No change | 202,806 | 10,075 | 0.67% | 0.67% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Global Investments | History | No change | 200,465 | 10,069 | 0.55% | 0.55% | 166 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Trust Co | History | No change | 198,357 | 9,963 | 0.9% | 0.9% | 167 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Magnus Financial Group LLC | History | No change | 197,766 | 9,933 | 0.7% | 0.7% | 168 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 197,426 | 9,916 | 1.52% | 1.52% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 194,395 | 9,764 | 1.24% | 1.24% | 170 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 193,848 | 9,736 | 3.98% | 3.98% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quadrature Capital Ltd | History | No change | 193,713 | 9,730 | 0.08% | 0.08% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 191,735 | 9,630 | 1.05% | 1.05% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SVRN Asset Management, LLC | History | No change | 191,697 | 9,628 | 4.95% | 4.95% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 189,114 | 9,499 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SimpliFi, Inc. | History | No change | 188,962 | 9,491 | 3.75% | 3.75% | 176 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | No change | 188,667 | 9,476 | 2.5% | 2.5% | 177 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| XY Planning Network, Inc. | History | No change | 188,498 | 9,468 | 1.19% | 1.19% | 178 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Finhabits Advisors LLC | History | No change | 188,426 | 9,464 | 7.96% | 7.96% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 187,557 | 9,420 | 0.06% | 0.06% | 180 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| NVWM, LLC | History | No change | 185,611 | 9,323 | 1.88% | 1.88% | 181 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 181,998 | 9,141 | 0.85% | 0.85% | 182 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wright Wealth LLC | History | No change | 181,857 | 9,134 | 5.49% | 5.49% | 183 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 179,052 | 8,993 | 1.12% | 1.12% | 184 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HBE Wealth Management, LLC | History | No change | 178,545 | 8,968 | 6.44% | 6.44% | 185 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 177,909 | 8,936 | 3.75% | 3.75% | 186 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 177,179 | 8,899 | 2.53% | 2.53% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 177,112 | 8,896 | 2.62% | 2.62% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Robinswood Financial LLC | History | No change | 176,420 | 8,861 | 2.54% | 2.54% | 189 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 171,857 | 8,632 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bouvel Investment Partners, LLC | History | No change | 169,981 | 8,538 | 1.93% | 1.93% | 191 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 169,781 | 8,528 | 1.98% | 1.98% | 192 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bulwark Capital Corp | History | No change | 169,013 | 8,489 | 4.78% | 4.78% | 193 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 168,309 | 8,454 | 0.04% | 0.04% | 194 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 168,213 | 8,449 | 0.08% | 0.08% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 168,047 | 8,441 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Guild Investment Management, Inc. | History | No change | 165,305 | 8,303 | 5.67% | 5.67% | 197 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 163,649 | 8,221 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 163,310 | 8,203 | 0.09% | 0.09% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Family CFO Inc | History | No change | 163,287 | 8,201 | 3.16% | 3.16% | 200 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Roundview Capital LLC | History | No change | 162,627 | 8,168 | 0.45% | 0.45% | 201 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TrueWealth Financial Partners | History | No change | 160,076 | 8,040 | 3.32% | 3.32% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PALLADIEM, LLC | History | No change | 160,035 | 8,038 | 7.8% | 7.8% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 158,373 | 7,955 | 2.44% | 2.44% | 204 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Allworth Financial LP | History | No change | 158,125 | 7,942 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Procyon Advisors, LLC | History | No change | 157,374 | 7,904 | 0.34% | 0.34% | 206 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 155,086 | 7,790 | 7.62% | 7.62% | 207 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Plum Street Advisors, LLC | History | No change | 153,451 | 7,707 | 2.46% | 2.46% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 152,411 | 7,655 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 150,171 | 7,543 | 0.59% | 0.59% | 210 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Friday Financial | History | No change | 149,923 | 7,442 | 1.99% | 1.99% | 211 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Curran Financial Partners, LLC | History | No change | 145,576 | 7,312 | 1.09% | 1.09% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Breakwater Capital Group | History | No change | 143,329 | 7,199 | 0.86% | 0.86% | 213 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 141,696 | 7,117 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 3EDGE Asset Management, LP | History | No change | 140,916 | 7,078 | 0.32% | 0.32% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Certified Advisory Corp | History | No change | 140,849 | 7,074 | 0.57% | 0.57% | 216 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BALLAST ADVISORS LLC | History | No change | 140,394 | 7,051 | 1.68% | 1.68% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Advisors, LLC | History | No change | 137,517 | 6,907 | 1.77% | 1.77% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 135,668 | 6,814 | 1.17% | 1.17% | 219 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elevation Capital Advisory, LLC | History | No change | 135,370 | 6,799 | 2.63% | 2.63% | 220 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 132,902 | 6,675 | 3.61% | 3.61% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Meritas Wealth Management, LLC | History | No change | 132,871 | 6,674 | 2.61% | 2.61% | 222 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global Wealth Management, LLC | History | No change | 132,699 | 6,665 | 3.39% | 3.39% | 223 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tilson Financial Group, Inc. | History | No change | 132,472 | 6,654 | 1.83% | 1.83% | 224 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Greenbush Financial Group, LLC | History | No change | 132,386 | 6,649 | 1.96% | 1.96% | 225 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Banco Santander, S.A. | History | No change | 130,387 | 6,549 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Peirce Capital Management, LLC | History | No change | 127,798 | 6,419 | 2.35% | 2.35% | 227 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Secure Asset Management, LLC | History | No change | 127,696 | 6,414 | 0.9% | 0.9% | 228 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 127,650 | 6,411 | 2.99% | 2.99% | 229 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | No change | 126,753 | 6,366 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cloud Capital Management, LLC | History | No change | 126,725 | 6,365 | 2.32% | 2.32% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFP Financial Group LLC | History | No change | 126,312 | 6,344 | 2.84% | 2.84% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Manuka Financial, LLC | History | No change | 122,798 | 6,168 | 3.2% | 3.2% | 233 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Callan Family Office, LLC | History | No change | 122,234 | 6,139 | 0.12% | 0.12% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Morningstar Investment Management LLC | History | No change | 121,257 | 6,056 | 0.37% | 0.37% | 235 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 120,489 | 6,052 | 0.32% | 0.32% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 119,732 | 6,014 | 0.18% | 0.18% | 237 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Lido Advisors, LLC | History | No change | 119,178 | 5,986 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Symmetry Partners, LLC | History | No change | 117,243 | 5,889 | 0.3% | 0.3% | 239 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 116,735 | 5,863 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Essential Planning, LLC. | History | No change | 116,587 | 5,856 | 1.65% | 1.65% | 241 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 116,454 | 5,849 | 0.45% | 0.45% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 116,196 | 5,836 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Alpha, LLC | History | No change | 115,968 | 5,825 | 0.14% | 0.14% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aspirean Wealth, LLC | History | No change | 115,425 | 5,797 | 5.39% | 5.39% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mullaney, Keating & Wright, Inc. | History | No change | 114,848 | 5,768 | 2.79% | 2.79% | 246 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TME FINANCIAL, INC. | History | No change | 114,678 | 5,760 | 3.56% | 3.56% | 247 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Northern Lights Advisors, Inc. | History | No change | 113,207 | 5,686 | 3.09% | 3.09% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Shotwell Rutter Baer Inc | History | No change | 111,644 | 5,607 | 3.08% | 3.08% | 249 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tidal Investments LLC | History | No change | 110,008 | 5,525 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aerodigm Wealth, LLC | History | No change | 106,332 | 5,341 | 1.8% | 1.8% | 251 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blueprint Investment Partners LLC | History | No change | 106,315 | 5,340 | 0.45% | 0.45% | 252 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Squire Investment Management Company, LLC | History | No change | 103,823 | 5,215 | 1.26% | 1.26% | 253 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 103,402 | 5,193 | 3.85% | 3.85% | 254 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 102,663 | 5,156 | 0.65% | 0.65% | 255 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 102,321 | 5,139 | 0.09% | 0.09% | 256 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 101,713 | 5,109 | 0.11% | 0.11% | 257 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 100,376 | 5,041 | 0.4% | 0.4% | 258 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| AMES NATIONAL CORP | History | No change | 100,003 | 5,023 | 2.76% | 2.76% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Indivisible Partners | History | No change | 99,602 | 5,003 | 0.28% | 0.28% | 260 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 98,310 | 4,938 | 0.07% | 0.07% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 98,047 | 4,924 | 2.94% | 2.94% | 262 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hoese & Co LLP | History | No change | 97,390 | 4,890 | 3.18% | 3.18% | 263 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 96,002 | 4,767 | 0.67% | 0.67% | 264 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Compass Financial Group, Inc. | History | No change | 94,673 | 4,755 | 2.01% | 2.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| URS Advisory LLC | History | No change | 94,194 | 4,731 | 2.63% | 2.63% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EJMK Ventures LLC | History | No change | 94,201 | 4,731 | 2.15% | 2.15% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 93,496 | 4,696 | 0.98% | 0.98% | 268 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 93,141 | 4,678 | 0.39% | 0.39% | 269 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Belleair Asset Management, LLC | History | No change | 93,078 | 4,675 | 3.93% | 3.93% | 270 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 92,910 | 4,666 | 0.74% | 0.74% | 271 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 92,352 | 4,638 | 0.1% | 0.1% | 272 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIDUCIARY TRUST CO | History | No change | 92,312 | 4,636 | 0.05% | 0.05% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 89,976 | 4,519 | 2.84% | 2.84% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 88,748 | 4,457 | 0.13% | 0.13% | 275 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | No change | 88,400 | 4,440 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 88,269 | 4,433 | 1.42% | 1.42% | 277 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 88,219 | 4,431 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Brookwood Investment Group LLC | History | No change | 86,227 | 4,331 | 0.49% | 0.49% | 279 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | No change | 85,735 | 4,306 | 1.46% | 1.46% | 280 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Austin Asset Management Co Inc | History | No change | 85,089 | 4,274 | 0.6% | 0.6% | 281 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | History | No change | 84,266 | 4,232 | 0.54% | 0.54% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 84,781 | 4,208 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SFM, LLC | History | No change | 83,134 | 4,175 | 2.14% | 2.14% | 284 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 81,510 | 4,094 | 0.69% | 0.69% | 285 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Chesley Taft & Associates LLC | History | No change | 79,619 | 3,999 | 0.16% | 0.16% | 286 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 79,365 | 3,986 | 0.19% | 0.19% | 287 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 79,325 | 3,984 | 0.4% | 0.4% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 79,310 | 3,983 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 78,668 | 3,951 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 78,478 | 3,941 | 0.64% | 0.64% | 291 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prism Planning Partners LLC | History | No change | 78,204 | 3,928 | 4.16% | 4.16% | 292 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Passive Capital Management, LLC. | History | No change | 78,774 | 3,896 | 1.22% | 1.22% | 293 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 77,501 | 3,892 | 0.23% | 0.23% | 294 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 76,949 | 3,865 | 0.34% | 0.34% | 295 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fortune Financial Advisors, LLC | History | No change | 76,835 | 3,859 | 1.65% | 1.65% | 296 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RAM Investment Partners, LLC | History | No change | 76,809 | 3,858 | 0.62% | 0.62% | 297 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CogentBlue Wealth Advisors, LLC | History | No change | 76,023 | 3,818 | 2.19% | 2.19% | 298 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 75,949 | 3,814 | 0.28% | 0.28% | 299 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 74,809 | 3,757 | 0.7% | 0.7% | 300 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |