VANGUARD WHITEHALL FUNDS - VYM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 12,643,649 | 1,998,075 | 0.13% | 0.13% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 10,662,582 | 1,685,008 | 0.09% | 0.09% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 8,009,206 | 1,265,694 | 0.34% | 0.34% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 7,241,202 | 1,144,327 | 0.26% | 0.26% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 6,100,827 | 964,113 | 0.16% | 0.16% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,526,857 | 875,730 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 3,834,889 | 606,027 | 0.35% | 0.35% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,715,315 | 587,217 | 0.12% | 0.12% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 3,674,450 | 580,673 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,613,813 | 571,090 | 0.13% | 0.13% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,335,671 | 527,759 | 0.21% | 0.21% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,883,738 | 455,717 | 0.56% | 0.56% | 12 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cetera Investment Advisers | History | No change | 2,823,051 | 446,126 | 0.41% | 0.41% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,518,659 | 398,023 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,266,781 | 358,219 | 0.45% | 0.45% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 2,184,266 | 345,179 | 2.58% | 2.58% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,958,777 | 309,546 | 0.6% | 0.6% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,822,230 | 287,967 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 1,695,054 | 268,581 | 0.78% | 0.78% | 19 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,623,862 | 256,697 | 0.3% | 0.3% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 1,466,544 | 231,757 | 0.22% | 0.22% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 1,425,288 | 225,238 | 0.66% | 0.66% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCS Capital Management LLC | History | No change | 1,422,806 | 224,846 | 2.12% | 2.12% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,390,923 | 219,811 | 0.18% | 0.18% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,236,739 | 195,441 | 0.63% | 0.63% | 25 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Howard Capital Management, LLC | History | No change | 1,132,957 | 179,041 | 2.13% | 2.13% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,111,958 | 175,723 | 0.41% | 0.41% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 1,053,342 | 166,459 | 4.82% | 4.82% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Baird Financial Group, Inc. | History | No change | 965,211 | 152,532 | 0.21% | 0.21% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 951,013 | 150,288 | 0.23% | 0.23% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 942,212 | 148,897 | 0.18% | 0.18% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 917,460 | 144,986 | 0.07% | 0.07% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 868,322 | 137,221 | 0.76% | 0.76% | 33 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | No change | 829,634 | 131,107 | 0.87% | 0.87% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wharton Business Group, LLC | History | No change | 820,989 | 129,741 | 4.34% | 4.34% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Florida Trust Wealth Management Co | History | No change | 798,906 | 126,251 | 3.14% | 3.14% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | No change | 798,791 | 126,238 | 0.15% | 0.15% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 795,500 | 125,712 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 750,642 | 118,623 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| One Day In July LLC | History | No change | 748,425 | 118,273 | 8.22% | 8.22% | 40 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Martel Wealth Advisors LLC | History | No change | 747,548 | 118,135 | 18.58% | 18.58% | 41 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Auto-Owners Insurance Co | History | No change | 724,200 | 114,445 | 2.58% | 2.58% | 42 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Allworth Financial LP | History | No change | 715,436 | 113,060 | 0.48% | 0.48% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 701,058 | 110,788 | 0.15% | 0.15% | 44 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 686,126 | 108,428 | 0.65% | 0.65% | 45 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HCR Wealth Advisors | History | No change | 656,338 | 103,721 | 9.28% | 9.28% | 46 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 631,801 | 99,976 | 11.45% | 11.45% | 47 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 631,378 | 99,776 | 1.0% | 1.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 627,405 | 99,148 | 0.2% | 0.2% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 581,756 | 91,934 | 0.16% | 0.16% | 50 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SBI Securities Co., Ltd. | History | No change | 579,951 | 91,649 | 2.08% | 2.08% | 51 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mariner, LLC | History | No change | 567,887 | 89,745 | 0.09% | 0.09% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 567,525 | 89,685 | 14.29% | 14.29% | 53 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Wealth | History | No change | 567,493 | 89,681 | 0.09% | 0.09% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 556,485 | 87,941 | 0.96% | 0.96% | 55 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 554,044 | 87,553 | 1.38% | 1.38% | 56 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Waverly Advisors, LLC | History | No change | 544,941 | 86,116 | 0.5% | 0.5% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 544,000 | 85,968 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 517,115 | 81,719 | 0.42% | 0.42% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 476,821 | 75,351 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arlington Trust Co LLC | History | No change | 459,352 | 72,591 | 6.13% | 6.13% | 61 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 2,958,647 | 71,530 | 4.71% | 4.71% | 62 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 425,390 | 67,224 | 2.51% | 2.51% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 401,762 | 63,490 | 1.2% | 1.2% | 64 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Smithfield Trust Co | History | No change | 390,879 | 61,745 | 2.47% | 2.47% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Advisory, LLC | History | No change | 381,419 | 60,275 | 5.0% | 5.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 381,117 | 60,227 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waldron Private Wealth LLC | History | No change | 375,558 | 59,348 | 2.05% | 2.05% | 68 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FMR LLC | History | No change | 368,755 | 58,274 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 366,684 | 57,947 | 0.25% | 0.25% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 361,160 | 57,074 | 0.95% | 0.95% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 353,157 | 56,879 | 0.1% | 0.1% | 72 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DAVENPORT & Co LLC | History | No change | 352,667 | 55,731 | 0.27% | 0.27% | 73 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 343,741 | 54,321 | 0.18% | 0.18% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Zhang Financial LLC | History | No change | 343,695 | 54,314 | 1.59% | 1.59% | 75 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 342,284 | 54,091 | 0.16% | 0.16% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 341,684 | 53,996 | 6.73% | 6.73% | 77 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Private Advisor Group, LLC | History | No change | 338,797 | 53,540 | 0.25% | 0.25% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 336,885 | 53,237 | 0.25% | 0.25% | 79 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | No change | 329,351 | 52,047 | 10.04% | 10.04% | 80 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Round Rock Advisors LLC | History | No change | 324,884 | 51,341 | 6.61% | 6.61% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Operose Advisors LLC | History | No change | 323,133 | 51,063 | 9.87% | 9.87% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 322,587 | 50,978 | 9.61% | 9.61% | 83 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 314,360 | 49,678 | 0.37% | 0.37% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 312,243 | 49,343 | 2.94% | 2.94% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | No change | 294,968 | 46,613 | 0.28% | 0.28% | 86 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Twele Capital Management, Inc. | History | No change | 293,079 | 46,315 | 7.56% | 7.56% | 87 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 292,707 | 46,256 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 277,781 | 43,897 | 3.41% | 3.41% | 89 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Valmark Advisers, Inc. | History | No change | 272,000 | 42,984 | 0.46% | 0.46% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 271,152 | 42,850 | 0.4% | 0.4% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lido Advisors, LLC | History | No change | 270,440 | 42,737 | 0.12% | 0.12% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | No change | 270,374 | 42,727 | 12.56% | 12.56% | 93 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Allen Investment Management, LLC | History | No change | 268,026 | 42,356 | 0.5% | 0.5% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| M&T BANK CORP | History | No change | 265,343 | 41,932 | 0.12% | 0.12% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apella Capital, LLC | History | No change | 259,947 | 41,757 | 0.59% | 0.59% | 96 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 259,525 | 41,012 | 4.75% | 4.75% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crews Bank & Trust | History | No change | 249,044 | 39,356 | 5.14% | 5.14% | 98 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Human Investing LLC | History | No change | 247,277 | 39,077 | 5.07% | 5.07% | 99 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arkadios Wealth Advisors | History | No change | 244,299 | 38,606 | 0.58% | 0.58% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 237,153 | 37,477 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 236,641 | 37,396 | 0.24% | 0.24% | 102 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| IFG Advisory, LLC | History | No change | 233,299 | 36,868 | 1.29% | 1.29% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 232,675 | 36,769 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Forum Private Client Group LLC | History | No change | 230,745 | 36,464 | 10.85% | 10.85% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DMKC Advisory Services, LLC | History | No change | 229,901 | 36,331 | 6.86% | 6.86% | 106 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 225,560 | 35,645 | 0.17% | 0.17% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Venture Visionary Partners LLC | History | No change | 224,177 | 35,426 | 0.98% | 0.98% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DAGCO, INC. | History | No change | 224,086 | 35,412 | 6.54% | 6.54% | 109 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WASHINGTON TRUST Co | History | No change | 223,282 | 35,285 | 1.1% | 1.1% | 110 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wolff Financial Management LLC | History | No change | 222,765 | 35,203 | 7.02% | 7.02% | 111 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Focus Financial Network, Inc. | History | No change | 220,387 | 34,827 | 1.08% | 1.08% | 112 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Roble, Belko & Company, Inc | History | No change | 220,368 | 34,825 | 3.76% | 3.76% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 219,439 | 34,677 | 0.21% | 0.21% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Berkeley Capital Partners, LLC | History | No change | 218,601 | 34,545 | 7.11% | 7.11% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focused Wealth Management, Inc | History | No change | 216,445 | 34,204 | 2.97% | 2.97% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Opus Capital Group, LLC | History | No change | 215,320 | 34,027 | 3.3% | 3.3% | 117 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| &PARTNERS | History | No change | 214,968 | 33,981 | 0.14% | 0.14% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 214,503 | 33,897 | 0.64% | 0.64% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSG Advisors LLC | History | No change | 214,060 | 33,827 | 7.45% | 7.45% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 212,745 | 33,620 | 10.95% | 10.95% | 121 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 210,285 | 33,231 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Charter Capital Management, LLC\DE | History | No change | 209,887 | 33,168 | 14.68% | 14.68% | 123 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Savant Capital, LLC | History | No change | 203,652 | 32,937 | 0.1% | 0.1% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF HAWAII | History | No change | 206,296 | 32,600 | 1.61% | 1.61% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | No change | 205,468 | 32,470 | 13.69% | 13.69% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 200,033 | 31,619 | 3.02% | 3.02% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 191,733 | 30,299 | 2.41% | 2.41% | 128 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Investment Advisory Group, LLC | History | No change | 189,527 | 29,951 | 6.5% | 6.5% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 188,188 | 29,739 | 0.08% | 0.08% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| REBALANCE, LLC | History | No change | 187,487 | 29,628 | 1.55% | 1.55% | 131 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DeDora Capital, Inc. | History | No change | 187,171 | 29,578 | 6.43% | 6.43% | 132 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 185,900 | 29,377 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 185,047 | 29,243 | 0.2% | 0.2% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 184,342 | 29,131 | 0.07% | 0.07% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 184,044 | 29,084 | 1.58% | 1.58% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 182,780 | 28,884 | 4.35% | 4.35% | 137 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 181,141 | 28,625 | 2.67% | 2.67% | 138 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Quaker Wealth Management, LLC | History | No change | 179,131 | 28,308 | 8.24% | 8.24% | 139 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 178,824 | 28,259 | 6.83% | 6.83% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 178,331 | 28,181 | 3.32% | 3.32% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avion Wealth | History | No change | 175,650 | 27,757 | 5.17% | 5.17% | 142 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFP Advisors, Inc | History | No change | 174,068 | 27,507 | 0.5% | 0.5% | 143 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 173,259 | 27,380 | 2.49% | 2.49% | 144 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Buska Wealth Management, LLC | History | No change | 173,020 | 27,342 | 9.86% | 9.86% | 145 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Essex Financial Services, Inc. | History | No change | 172,522 | 27,263 | 1.36% | 1.36% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 171,729 | 27,138 | 0.21% | 0.21% | 147 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bank of New York Mellon Corp | History | No change | 171,395 | 27,085 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 170,754 | 26,984 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 166,859 | 26,368 | 0.22% | 0.22% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 166,645 | 26,334 | 0.52% | 0.52% | 151 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NORTHERN TRUST CORP | History | No change | 166,367 | 26,290 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Annandale Capital, LLC | History | No change | 164,994 | 26,074 | 3.56% | 3.56% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Piedmont Capital Management, LLC | History | No change | 164,700 | 26,073 | 13.17% | 13.17% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 162,620 | 25,698 | 3.38% | 3.38% | 155 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 161,531 | 25,526 | 0.1% | 0.1% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Juno Financial Group LLC | History | No change | 161,288 | 25,488 | 9.04% | 9.04% | 157 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Oak Harvest Investment Services | History | No change | 160,478 | 25,360 | 2.37% | 2.37% | 158 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 158,781 | 25,092 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ariston Services Group | History | No change | 158,764 | 25,089 | 13.84% | 13.84% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 157,965 | 24,963 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 157,789 | 24,935 | 0.09% | 0.09% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 157,118 | 24,829 | 1.25% | 1.25% | 163 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Summit Financial, LLC | History | No change | 156,108 | 24,669 | 0.27% | 0.27% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Dimensions Group, Ltd. | History | No change | 155,902 | 24,637 | 4.41% | 4.41% | 165 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 154,087 | 24,350 | 1.13% | 1.13% | 166 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Montis Financial, LLC | History | No change | 152,983 | 24,175 | 4.94% | 4.94% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steele Capital Management, Inc. | History | No change | 152,205 | 24,052 | 0.89% | 0.89% | 168 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 150,576 | 23,795 | 3.01% | 3.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ballast, Inc. | History | No change | 150,142 | 23,726 | 4.47% | 4.47% | 170 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Decker Wealth Management LLC | History | No change | 149,254 | 23,586 | 5.01% | 5.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SIG BROKERAGE, LP | History | No change | 149,200 | 23,578 | 0.46% | 0.46% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Perspectives, Inc | History | No change | 147,002 | 23,230 | 5.65% | 5.65% | 173 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BESSEMER GROUP INC | History | No change | 146,661 | 23,177 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Markowski Investments | History | No change | 144,471 | 22,830 | 5.03% | 5.03% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 143,339 | 22,651 | 0.12% | 0.12% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 141,144 | 22,304 | 0.21% | 0.21% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 140,259 | 22,165 | 0.08% | 0.08% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 139,834 | 22,097 | 1.01% | 1.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Brookstone Capital Management | History | No change | 138,056 | 21,816 | 0.22% | 0.22% | 180 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Procyon Advisors, LLC | History | No change | 135,839 | 21,466 | 0.93% | 0.93% | 181 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 134,358 | 21,232 | 0.46% | 0.46% | 182 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CreativeOne Wealth, LLC | History | No change | 133,987 | 21,174 | 0.46% | 0.46% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 132,660 | 20,964 | 0.71% | 0.71% | 184 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 132,625 | 20,958 | 2.17% | 2.17% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 132,109 | 20,877 | 1.0% | 1.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 129,109 | 20,403 | 4.57% | 4.57% | 187 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Salomon & Ludwin, LLC | History | No change | 128,393 | 20,311 | 1.67% | 1.67% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Iron Gate Global Advisors LLC | History | No change | 125,484 | 19,830 | 1.92% | 1.92% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkos Global Advisors | History | No change | 125,071 | 19,765 | 2.34% | 2.34% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 124,578 | 19,687 | 0.86% | 0.86% | 191 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Angeles Investment Advisors, LLC | History | No change | 124,515 | 19,677 | 1.18% | 1.18% | 192 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 123,362 | 19,494 | 1.16% | 1.16% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 122,945 | 19,428 | 0.89% | 0.89% | 194 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Certified Advisory Corp | History | No change | 122,682 | 19,387 | 1.56% | 1.56% | 195 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Northside Capital Management, LLC | History | No change | 121,917 | 19,266 | 1.58% | 1.58% | 196 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 121,505 | 19,201 | 0.36% | 0.36% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 120,747 | 19,081 | 0.23% | 0.23% | 198 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Beacon Bank & Trust | History | No change | 120,424 | 19,030 | 3.63% | 3.63% | 199 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 120,326 | 19,015 | 4.62% | 4.62% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 119,863 | 18,942 | 7.0% | 7.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Performance Wealth Partners, LLC | History | No change | 118,890 | 18,788 | 0.47% | 0.47% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AF Advisors, Inc. | History | No change | 118,854 | 18,782 | 9.23% | 9.23% | 203 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Unison Advisors LLC | History | No change | 118,785 | 18,771 | 1.31% | 1.31% | 204 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 118,550 | 18,734 | 3.2% | 3.2% | 205 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 116,160 | 18,356 | 2.42% | 2.42% | 206 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SWAN Capital LLC | History | No change | 115,374 | 18,232 | 6.24% | 6.24% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avior Wealth Management, LLC | History | No change | 115,320 | 18,224 | 0.48% | 0.48% | 208 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 114,135 | 18,036 | 1.22% | 1.22% | 209 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIRST HORIZON CORP | History | No change | 113,455 | 17,929 | 0.69% | 0.69% | 210 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Principle Wealth Partners LLC | History | No change | 111,870 | 17,678 | 0.87% | 0.87% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tepp RIA, LLC | History | No change | 111,613 | 17,638 | 11.96% | 11.96% | 212 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hardy Reed LLC | History | No change | 111,422 | 17,608 | 1.13% | 1.13% | 213 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | No change | 110,817 | 17,512 | 1.42% | 1.42% | 214 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BlackRock, Inc. | History | No change | 109,557 | 17,313 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Reality Financial Planning Services, LLC | History | No change | 108,910 | 17,211 | 16.61% | 16.61% | 216 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | No change | 106,217 | 17,202 | 9.19% | 9.19% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Causey Wealth LLC | History | No change | 105,102 | 16,609 | 6.49% | 6.49% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Allocation Strategies LLC | History | No change | 104,832 | 16,566 | 2.55% | 2.55% | 219 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 104,813 | 16,563 | 0.74% | 0.74% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 104,430 | 16,503 | 3.51% | 3.51% | 221 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Seneca Financial Advisors LLC | History | No change | 104,197 | 16,466 | 4.28% | 4.28% | 222 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stonebridge Capital Advisors LLC | History | No change | 103,886 | 16,417 | 1.05% | 1.05% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 103,604 | 16,372 | 0.33% | 0.33% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 103,227 | 16,312 | 0.3% | 0.3% | 225 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HEADINVEST, LLC | History | No change | 102,583 | 16,211 | 3.02% | 3.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWE & RUSLING INC | History | No change | 102,327 | 16,170 | 0.94% | 0.94% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 101,768 | 16,082 | 0.93% | 0.93% | 228 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 101,759 | 16,080 | 0.22% | 0.22% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 100,515 | 15,884 | 1.87% | 1.87% | 230 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 100,115 | 15,821 | 4.2% | 4.2% | 231 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 99,482 | 15,721 | 3.84% | 3.84% | 232 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NOVEM GROUP | History | No change | 99,238 | 15,682 | 1.59% | 1.59% | 233 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Squarepoint Ops LLC | History | No change | 98,900 | 15,629 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | No change | 498,844 | 15,620 | 2.44% | 2.44% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pointe Capital Management LLC | History | No change | 98,634 | 15,587 | 6.97% | 6.97% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 97,983 | 15,488 | 0.09% | 0.09% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 96,450 | 15,242 | 0.18% | 0.18% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 96,413 | 15,236 | 0.1% | 0.1% | 239 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mittelman Wealth Management | History | No change | 19,314 | 15,226 | 10.07% | 10.07% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | No change | 95,900 | 15,155 | 2.16% | 2.16% | 241 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BROWN ADVISORY INC | History | No change | 95,356 | 15,069 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEST BANCORPORATION INC | History | No change | 94,584 | 14,947 | 6.39% | 6.39% | 243 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 93,785 | 14,820 | 0.1% | 0.1% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First PREMIER Bank | History | No change | 93,274 | 14,740 | 2.38% | 2.38% | 245 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | No change | 91,590 | 14,704 | 6.22% | 6.22% | 246 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 92,893 | 14,679 | 2.95% | 2.95% | 247 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IEQ CAPITAL, LLC | History | No change | 92,681 | 14,646 | 0.07% | 0.07% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HB Wealth Management, LLC | History | No change | 92,432 | 14,607 | 0.08% | 0.08% | 249 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STEPHENS INC /AR/ | History | No change | 90,542 | 14,308 | 0.16% | 0.16% | 250 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 90,346 | 14,277 | 0.17% | 0.17% | 251 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| truNorth Financial Services, Inc. | History | No change | 90,239 | 14,260 | 12.77% | 12.77% | 252 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Gross & Hartman Investments LLC | History | No change | 89,709 | 14,176 | 6.26% | 6.26% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 89,616 | 14,162 | 2.66% | 2.66% | 254 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| SlateStone Wealth, LLC | History | No change | 87,631 | 13,848 | 1.06% | 1.06% | 255 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 87,342 | 13,802 | 0.21% | 0.21% | 256 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFG Advisors, LLC | History | No change | 86,797 | 13,716 | 1.89% | 1.89% | 257 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Grandview Asset Management LLC | History | No change | 86,416 | 13,680 | 3.4% | 3.4% | 258 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Simplicity Wealth,LLC | History | No change | 86,122 | 13,609 | 0.46% | 0.46% | 259 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 86,065 | 13,600 | 3.16% | 3.16% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWAM LLC | History | No change | 85,738 | 13,549 | 0.68% | 0.68% | 261 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 84,947 | 13,424 | 0.27% | 0.27% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 84,630 | 13,374 | 0.22% | 0.22% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elevation Advisory Partners LLC | History | No change | 83,517 | 13,313 | 13.63% | 13.63% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 83,726 | 13,231 | 1.14% | 1.14% | 265 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 83,032 | 13,121 | 3.57% | 3.57% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 82,964 | 13,110 | 0.19% | 0.19% | 267 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PFG Private Wealth Management, LLC | History | No change | 81,983 | 12,955 | 5.61% | 5.61% | 268 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 81,972 | 12,954 | 0.12% | 0.12% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 81,898 | 12,942 | 1.08% | 1.08% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | No change | 81,351 | 12,856 | 4.68% | 4.68% | 271 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIDUCIARY TRUST CO | History | No change | 81,316 | 12,850 | 0.14% | 0.14% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Linscomb Wealth, Inc. | History | No change | 81,176 | 12,828 | 0.56% | 0.56% | 273 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Integrated Advisors Network LLC | History | No change | 80,899 | 12,784 | 0.59% | 0.59% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kropog Financial Group, LLC | History | No change | 80,850 | 12,776 | 9.0% | 9.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stillwater Capital Advisors, LLC | History | No change | 79,556 | 12,572 | 1.28% | 1.28% | 276 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | No change | 79,353 | 12,540 | 6.77% | 6.77% | 277 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Milestone Investment Advisors LLC | History | No change | 79,043 | 12,491 | 2.7% | 2.7% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 78,855 | 12,461 | 1.25% | 1.25% | 279 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| R2 Capital Strategies, LLC | History | No change | 78,303 | 12,374 | 5.61% | 5.61% | 280 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 78,220 | 12,361 | 0.29% | 0.29% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 76,504 | 12,321 | 4.43% | 4.43% | 282 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Francis Financial, Inc. | History | No change | 77,743 | 12,285 | 2.01% | 2.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BURNS J W & CO INC/NY | History | No change | 77,678 | 12,275 | 1.28% | 1.28% | 284 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AMG National Trust Bank | History | No change | 77,471 | 12,242 | 0.25% | 0.25% | 285 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EPG Wealth Management LLC | History | No change | 77,201 | 12,200 | 2.92% | 2.92% | 286 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Wealth Partners, LLC | History | No change | 77,091 | 12,182 | 1.74% | 1.74% | 287 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 77,062 | 12,178 | 0.23% | 0.23% | 288 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 76,795 | 12,136 | 0.19% | 0.19% | 289 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 76,345 | 12,064 | 0.72% | 0.72% | 290 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Voya Financial Advisors, Inc. | History | No change | 76,113 | 12,059 | 1.06% | 1.06% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CVA Family Office, LLC | History | No change | 75,888 | 11,992 | 1.09% | 1.09% | 292 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 75,442 | 11,922 | 10.78% | 10.78% | 293 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 75,035 | 11,857 | 1.22% | 1.22% | 294 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 75,000 | 11,852 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 74,244 | 11,732 | 0.45% | 0.45% | 296 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | No change | 74,000 | 11,694 | 4.12% | 4.12% | 297 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CoreCap Advisors, LLC | History | No change | 73,793 | 11,661 | 0.34% | 0.34% | 298 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 73,504 | 11,615 | 2.19% | 2.19% | 299 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 72,828 | 11,508 | 0.22% | 0.22% | 300 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |