How many institutions own BSCQ stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own BSCQ shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Invesco BulletShares 2026 Corporate Bond ETF stock?

SNS FINANCIAL GROUP, LLC, in the last quarter, reduced its stake in BSCQ by -16.67% restricting it's holding to 1.5 million shares of worth nearly $29.35M. MORGAN STANLEY also lessened -19.18% of the BSCQ shares from its portfolio, reducing its holding to 5.96 million shares of worth $116.36M. MAI CAPITAL MANAGEMENT also shunned BSCQ shares holding by -4.96% last quarter which brought its holding to 2.61 million shares worth $51.05M.

Investors who are buying BSCQ stock?

As per its latest 13F filing, KESTRA PRIVATE WEALTH SERVICES, LLC increased its stake in BSCQ by 11.81% in the last quarter. The institutional holder raised its holding to 633.76 thousand shares having worth more than $12.38M. IFS ADVISORS, LLC also added 1.21% more shares of BSCQ to its portfolio, raising its holding to 759.18 thousand shares of worth $14.83M. HILLS BANK & TRUST CO also increased its BSCQ shares holding by 3.51% which brought its holding to 2.92 million shares worth $57.08M.

BSCQ's major insiders: who are they?

The insider with the most stakes in BSCQ is N/A , N/A at the company. Additionally, BSCQ stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell BSCQ stock?

Company executives, directors, and other insiders own N/A percent of Invesco BulletShares 2026 Corporate Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which BSCQ insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased BSCQ stock?

There have been 0 transaction(s) during the past 6-months in which Invesco BulletShares 2026 Corporate Bond ETF insiders have bought stock, totalling 0 shares

How much of BSCQ does insiders own?

Around 0 Invesco BulletShares 2026 Corporate Bond ETF shares are held by insiders, which represents about N/A of BSCQ stock.

Who is the insider with the largest stake?

BSCQ N/A, N/A holds the largest portfolio of the company's shares. BSCQ shares owned by N/A total nearly -.

Which institution holds the most shares in BSCQ?

KESTRA PRIVATE WEALTH SERVICES, LLC is the largest institutional owner in BSCQ which holds 633.76 thousand shares worth $12.38M or 0.33% of the total BSCQ shares outstanding followed by IFS ADVISORS, LLC with ownership of 759.18 thousand shares representing 0.4% of the BSCQ ownership. SNS FINANCIAL GROUP, LLC is the third largest stakeholder with 1.5 million shares or 0.79% of the ownership worth more than $29.35M.

Is Invesco BulletShares 2026 Corporate Bond ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the BSCQ is concerned, it is a stock which is not optionable.

Is there a short position on BSCQ's shares?

Number of BSCQ shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding BSCQ shares are there?

As of today, null shares of BSCQ are outstanding.

Is there many float in BSCQ stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, BSCQ has null shares in float.

BSCQ short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for BSCQ is null.

Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. KESTRA PRIVATE WEALTH SERVICES, LLC is the top corporate investor, holding 633.76K shares valued at $12.38M. A 0.33% stake in Invesco BulletShares 2026 Corporate Bond ETF is owned by the company. IFS ADVISORS, LLC owns 759.18K shares valued at $14.83M, which translates its holding of 0.4% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.33%	633.76K	12.38M	66.94K	+11.81%
Mar 31, 2026	IFS ADVISORS, LLC	0.4%	759.18K	14.83M	9.09K	+1.21%
Mar 31, 2026	SNS FINANCIAL GROUP, LLC	0.79%	1.5M	29.35M	-300.59K	-16.67%
Mar 31, 2026	HILLS BANK & TRUST CO	1.54%	2.92M	57.08M	99.04K	+3.51%
Mar 31, 2026	INVESCO LTD.	1.95%	3.69M	72.15M	218.15K	+6.28%
Mar 31, 2026	CVFG LLC	0.28%	521.13K	10.18M	521.13K	+100.00%
Mar 31, 2026	MORGAN STANLEY	3.14%	5.96M	116.36M	-1.41M	-19.18%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	1.38%	2.61M	51.05M	-136.31K	-4.96%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.03%	2.12M	41.46M	-126.22K	-5.61%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.97%	1.83M	35.84M	28.63K	+1.59%
Mar 31, 2026	ROYAL BANK OF CANADA	0.91%	1.72M	33.51M	51.23K	+3.08%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.81%	1.53M	29.91M	21.86K	+1.45%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.37%	707.31K	13.81M	21.28K	+3.10%
Mar 31, 2026	ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC	0.37%	699.75K	13.67M	90.8K	+14.91%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.37%	693.48K	13.54M	-98.31K	-12.42%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.26%	498.19K	9.72M	66.57K	+15.42%
Mar 31, 2026	LANTZ FINANCIAL LLC	0.23%	474.54K	9.27M	20.73K	+4.57%
Mar 31, 2026	HENGEHOLD CAPITAL MANAGEMENT LLC	0.23%	468.84K	9.16M	16.19K	+3.58%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.87%	3.55M	69.28M	-1.09M	-23.54%
Mar 31, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.41%	771.74K	15.07M	63.11K	+8.91%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.46%	877.41K	17.14M	-28.57K	-3.15%
Mar 31, 2026	ASSET DEDICATION, LLC	0.72%	1.36M	26.55M	-57.7K	-4.07%
Mar 31, 2026	LIDO ADVISORS, LLC	28.28%	53.57M	1.05B	-4.01M	-6.96%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.17%	4.12M	80.39M	-1.23M	-22.97%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.36%	679.52K	13.27M	-81.06K	-10.66%
Mar 31, 2026	STRAIGHT PATH WEALTH MANAGEMENT	0.23%	482.66K	9.43M	-10.05K	-2.04%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.26%	493.88K	9.65M	493.88K	+100.00%
Mar 31, 2026	BCS WEALTH MANAGEMENT	0.28%	532.8K	10.41M	-565.2K	-51.48%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	572.82K	11.19M	-247.9K	-30.21%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.32%	603.53K	11.79M	62.07K	+11.46%
Mar 31, 2026	GOEPPER BURKHARDT LLC	0.32%	612.86K	11.97M	58.26K	+10.50%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.32%	612.92K	11.97M	102.13K	+19.99%
Mar 31, 2026	LEGACY PRIVATE TRUST CO.	0.33%	619.03K	12.09M	-81.09K	-11.58%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.65%	6.91M	135.03M	-159.38K	-2.25%
Mar 31, 2026	LPL FINANCIAL LLC	4.14%	7.85M	153.32M	209.09K	+2.74%
Mar 31, 2026	SOUND STEWARDSHIP, LLC	0.21%	431.18K	8.42M	11.86K	+2.83%
Mar 31, 2026	RED SPRUCE CAPITAL, LLC	0.21%	425.61K	8.31M	-97.09K	-18.58%
Mar 31, 2026		0.31%	584.59K	11.42M	584.59K	+100.00%
Mar 31, 2026	EVEXIA WEALTH LLC	0.22%	446.41K	8.73M	61.27K	+15.91%
Mar 31, 2026	COLONY GROUP, LLC	0.77%	1.46M	28.49M	830.58K	+132.26%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.73%	1.38M	26.87M	124.82K	+9.98%
Mar 31, 2026	MONECO ADVISORS, LLC	0.72%	1.36M	26.54M	27.74K	+2.08%
Mar 31, 2026	HUDSON CAPITAL MANAGEMENT LLC	0.69%	1.31M	25.66M	63.98K	+5.12%
Mar 31, 2026	IRONWOOD WEALTH MANAGEMENT, LLC.	0.56%	1.06M	20.78M	6.74K	+0.64%
Mar 31, 2026	KIRR MARBACH & CO LLC /IN/	0.54%	1.02M	19.96M	-1.31K	-0.13%
Mar 31, 2026	CLARK ASSET MANAGEMENT, LLC	0.56%	1.05M	20.55M	133.37K	+14.52%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.48%	907.6K	17.73M	-144.42K	-13.73%
Mar 31, 2026	SHUFRO ROSE & CO LLC	0.54%	1.02M	19.95M	-168.24K	-14.14%
Mar 31, 2026	DAVIS R M INC	0.55%	1.04M	20.33M	-298.65K	-22.30%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.21%	423.87K	8.28M	40.01K	+10.42%
Mar 31, 2026	MGO ONE SEVEN LLC	0.2%	421.65K	8.23M	17.18K	+4.25%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.2%	417.58K	8.16M	67.99K	+19.45%
Mar 31, 2026	MARIETTA WEALTH MANAGEMENT, LLC	0.19%	385.2K	7.52M	20.08K	+5.50%
Mar 31, 2026	FCA CORP /TX	0.19%	384.38K	7.51M	-19.31K	-4.78%
Mar 31, 2026	UBS GROUP AG	1.4%	2.66M	51.87M	-4.47M	-62.71%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	1.28%	2.42M	47.33M	-204.98K	-7.80%
Mar 31, 2026	FUSION FAMILY WEALTH LLC	1.23%	2.33M	45.43M	138.31K	+6.32%
Mar 31, 2026	TLWM	0.9%	1.7M	33.25M	125.89K	+7.98%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.38%	716.11K	13.99M	99.92K	+16.22%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.38%	711.41K	13.89M	132.02K	+22.79%
Mar 31, 2026	ATLANTIC UNION BANKSHARES CORP	0.37%	700.06K	13.67M	40.96K	+6.21%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.15%	4.64M	90.83M	123.89K	+2.74%
Dec 31, 2025	IFS ADVISORS, LLC	0.34%	750.09K	14.68M	509.71K	+212.04%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.32%	708.63K	13.87M	16.61K	+2.40%
Dec 31, 2025	LANTZ FINANCIAL LLC	0.21%	453.81K	8.88M	21.92K	+5.07%
Dec 31, 2025	MATTHEW GOFF INVESTMENT ADVISOR, LLC	0.21%	461.93K	9.04M	82.82K	+21.85%
Dec 31, 2025	STRAIGHT PATH WEALTH MANAGEMENT	0.23%	492.71K	9.64M	9.3K	+1.92%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.24%	510.79K	10M	42.2K	+9.01%
Dec 31, 2025	RED SPRUCE CAPITAL, LLC	0.24%	522.71K	10.32M	-102.9K	-16.45%
Dec 31, 2025	LIDO ADVISORS, LLC	26.71%	57.58M	1.13B	4.98M	+9.47%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.25%	541.47K	10.6M	84.36K	+18.45%
Dec 31, 2025	GOEPPER BURKHARDT LLC	0.26%	554.6K	10.86M	48.24K	+9.53%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.26%	566.82K	11.1M	5.09K	+0.91%
Dec 31, 2025	MONECO ADVISORS, LLC	0.61%	1.33M	26.06M	54.12K	+4.24%
Dec 31, 2025	DAVIS R M INC	0.62%	1.34M	26.22M	2.43K	+0.18%
Dec 31, 2025	ASSET DEDICATION, LLC	0.64%	1.42M	27.74M	67.66K	+5.01%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.7%	1.51M	29.56M	33.89K	+2.30%
Dec 31, 2025	ROYAL BANK OF CANADA	0.77%	1.66M	32.59M	131.74K	+8.59%
Dec 31, 2025	SNS FINANCIAL GROUP, LLC	0.82%	1.8M	35.3M	41.88K	+2.38%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.84%	1.81M	35.37M	-4.06K	-0.22%
Dec 31, 2025	FUSION FAMILY WEALTH LLC	1%	2.19M	42.83M	381.21K	+21.10%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.2%	431.62K	8.45M	15.83K	+3.81%
Dec 31, 2025	TLWM	0.72%	1.58M	30.87M	-9.15K	-0.58%
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.3%	659.1K	12.9M	44.74K	+7.28%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.32%	686.03K	13.43M	-147.58K	-17.70%
Dec 31, 2025	LEGACY PRIVATE TRUST CO.	0.32%	700.12K	13.7M	-67.8K	-8.83%
Dec 31, 2025	CORNERSTONE PLANNING, LLC	0.34%	754.39K	14.78M	754.39K	+100.00%
Dec 31, 2025	IRONWOOD WEALTH MANAGEMENT, LLC.	0.48%	1.06M	20.69M	36.81K	+3.61%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.49%	1.05M	20.59M	74.79K	+7.65%
Dec 31, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0.5%	1.09M	21.39M	48.44K	+4.64%
Dec 31, 2025	BCS WEALTH MANAGEMENT	0.5%	1.1M	21.49M	534.93K	+95.00%
Dec 31, 2025	SHUFRO ROSE & CO LLC	0.55%	1.19M	23.29M	20.08K	+1.72%
Dec 31, 2025	HUDSON CAPITAL MANAGEMENT LLC	0.57%	1.25M	24.47M	807.07K	+182.25%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.58%	1.25M	24.49M	96.78K	+8.39%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.04%	2.25M	44.01M	140.71K	+6.67%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.35%	760.57K	14.89M	-41.35K	-5.16%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.38%	820.72K	16.07M	2.24K	+0.27%
Dec 31, 2025	KIRR MARBACH & CO LLC /IN/	0.47%	1.02M	20.03M	10.29K	+1.02%
Dec 31, 2025	MORGAN STANLEY	3.42%	7.37M	144.31M	134.04K	+1.85%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.27%	579.38K	11.34M	114.4K	+24.60%
Dec 31, 2025	OLD SECOND NATIONAL BANK OF AURORA	0.27%	592.66K	11.6M	-4.16K	-0.70%
Dec 31, 2025	ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC	0.28%	608.95K	11.92M	608.95K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.29%	616.19K	12.06M	105.19K	+20.58%
Dec 31, 2025	COLONY GROUP, LLC	0.29%	627.99K	12.29M	-757.58K	-54.68%
Dec 31, 2025	INVESCO LTD.	1.61%	3.48M	68.04M	76.39K	+2.25%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.37%	791.79K	15.5M	-829.98K	-51.18%
Dec 31, 2025	KICKSTAND VENTURES, LLC.	0.38%	827.44K	16.2M	112.68K	+15.76%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.48%	5.34M	104.61M	131.59K	+2.52%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	3.28%	7.07M	138.46M	-312.11K	-4.23%
Dec 31, 2025	UBS GROUP AG	3.31%	7.12M	139.39M	-309.36K	-4.16%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.18%	383.86K	7.51M	7.75K	+2.06%
Dec 31, 2025	MGO ONE SEVEN LLC	0.18%	404.48K	7.92M	40.67K	+11.18%
Dec 31, 2025	FCA CORP /TX	0.19%	403.69K	7.9M	17K	+4.39%
Dec 31, 2025	SOUND STEWARDSHIP, LLC	0.19%	419.32K	8.21M	19.91K	+4.98%
Dec 31, 2025	IRONWOOD FINANCIAL, LLC	0.21%	450.9K	8.83M	-32.64K	-6.75%
Dec 31, 2025	HENGEHOLD CAPITAL MANAGEMENT LLC	0.21%	452.65K	8.86M	-19.57K	-4.14%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.41%	905.99K	17.74M	905.99K	+100.00%
Dec 31, 2025	CLARK ASSET MANAGEMENT, LLC	0.42%	918.61K	17.98M	95.24K	+11.57%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	1.22%	2.63M	51.46M	371.84K	+16.48%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	1.28%	2.75M	53.83M	232.86K	+9.25%
Dec 31, 2025	HILLS BANK & TRUST CO	1.31%	2.82M	55.28M	18.39K	+0.66%
Dec 31, 2025	LPL FINANCIAL LLC	3.55%	7.64M	149.58M	255.83K	+3.46%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.45%	977.23K	19.11M	119K	+13.87%
Sep 30, 2025	SHUFRO ROSE & CO LLC	0.54%	1.17M	22.79M	-54.23K	-4.43%
Sep 30, 2025	MONECO ADVISORS, LLC	0.59%	1.28M	24.98M	160.62K	+14.39%
Sep 30, 2025	DAVIS R M INC	0.62%	1.34M	26.15M	12.94K	+0.98%
Sep 30, 2025	ASSET DEDICATION, LLC	0.62%	1.35M	26.39M	43.45K	+3.33%
Sep 30, 2025	COLONY GROUP, LLC	0.64%	1.39M	27.1M	11.95K	+0.87%
Sep 30, 2025	KICKSTAND VENTURES, LLC.	0.33%	714.77K	13.98M	127.92K	+21.80%
Sep 30, 2025	LEGACY PRIVATE TRUST CO.	0.36%	767.92K	15.02M	17.69K	+2.36%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.37%	801.92K	15.69M	61.34K	+8.28%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.68%	1.48M	28.87M	12.86K	+0.88%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.41%	5.21M	101.95M	198.16K	+3.95%
Sep 30, 2025	INVESCO LTD.	1.57%	3.4M	66.5M	405.52K	+13.54%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	3.42%	7.39M	144.46M	5.25K	+0.07%
Sep 30, 2025	LPL FINANCIAL LLC	3.42%	7.39M	144.47M	744.67K	+11.21%
Sep 30, 2025	UBS GROUP AG	3.44%	7.43M	145.34M	-565.97K	-7.08%
Sep 30, 2025	GOEPPER BURKHARDT LLC	0.23%	506.36K	9.9M	-4.07K	-0.80%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.22%	464.98K	9.09M	19.34K	+4.34%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.22%	468.59K	9.17M	-659	-0.14%
Sep 30, 2025	HENGEHOLD CAPITAL MANAGEMENT LLC	0.22%	472.22K	9.24M	11.21K	+2.43%
Sep 30, 2025	STRAIGHT PATH WEALTH MANAGEMENT	0.22%	483.41K	9.46M	45.27K	+10.33%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.24%	511K	10M	145.31K	+39.74%
Sep 30, 2025	COOKSON PEIRCE & CO INC	0.25%	533.67K	10.44M	21.16K	+4.13%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.26%	561.74K	10.99M	18.82K	+3.47%
Sep 30, 2025	BCS WEALTH MANAGEMENT	0.26%	563.07K	11.01M	-29.36K	-4.96%
Sep 30, 2025	ROYAL BANK OF CANADA	0.71%	1.53M	29.98M	155.52K	+11.29%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.16%	339.42K	6.64M	-8.01K	-2.30%
Sep 30, 2025	MARIETTA WEALTH MANAGEMENT, LLC	0.16%	345.21K	6.75M	18.36K	+5.62%
Sep 30, 2025	MGO ONE SEVEN LLC	0.17%	363.81K	7.12M	6.46K	+1.81%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.17%	376.12K	7.36M	12.14K	+3.33%
Sep 30, 2025	MATTHEW GOFF INVESTMENT ADVISOR, LLC	0.18%	379.1K	7.42M	95.08K	+33.48%
Sep 30, 2025	SENTINEL PENSION ADVISORS INC	0.18%	390.89K	7.65M	-19.03K	-4.64%
Sep 30, 2025	SOUND STEWARDSHIP, LLC	0.18%	399.41K	7.81M	17.65K	+4.62%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.19%	415.79K	8.13M	85.38K	+25.84%
Sep 30, 2025	CAPSTONE WEALTH MANAGEMENT GROUP, LLC	0.2%	426.16K	8.34M	426.16K	+100.00%
Sep 30, 2025	LANTZ FINANCIAL LLC	0.2%	431.9K	8.45M	16.79K	+4.04%
Sep 30, 2025	49 WEALTH MANAGEMENT, LLC	0.2%	440.1K	8.61M	-17.48K	-3.82%
Sep 30, 2025	VAUGHAN DAVID INVESTMENTS LLC/IL	0.21%	457.42K	8.95M	10.02K	+2.24%
Sep 30, 2025	TLWM	0.73%	1.59M	31.02M	25.12K	+1.61%
Sep 30, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0.48%	1.04M	20.42M	24.86K	+2.44%
Sep 30, 2025	IRONWOOD WEALTH MANAGEMENT, LLC.	0.47%	1.02M	19.96M	39.57K	+4.04%
Sep 30, 2025	KIRR MARBACH & CO LLC /IN/	0.47%	1.01M	19.82M	18.74K	+1.88%
Sep 30, 2025	TCG ADVISORY SERVICES, LLC	0.29%	618.86K	12.1M	21.32K	+3.57%
Sep 30, 2025	HUDSON CAPITAL MANAGEMENT LLC	0.21%	442.84K	8.66M	32.79K	+8.00%
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.28%	614.36K	12.02M	70.6K	+12.98%
Sep 30, 2025	OLD SECOND NATIONAL BANK OF AURORA	0.28%	596.81K	11.67M	-22.29K	-3.60%
Sep 30, 2025	IRONWOOD FINANCIAL, LLC	0.22%	483.54K	9.46M	852	+0.18%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.38%	818.48K	16.01M	26.98K	+3.41%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.75%	1.62M	31.72M	32.25K	+2.03%
Sep 30, 2025	SNS FINANCIAL GROUP, LLC	0.82%	1.76M	34.45M	36.71K	+2.13%
Sep 30, 2025	FUSION FAMILY WEALTH LLC	0.84%	1.81M	35.34M	7.83K	+0.44%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.84%	1.81M	35.38M	50.4K	+2.86%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.12%	268.22K	5.25M	6.62K	+2.53%
Sep 30, 2025	LEDGEWOOD WEALTH ADVISORS, LLC	0.13%	278.51K	5.45M	-22.64K	-7.52%
Sep 30, 2025	COLONIAL TRUST ADVISORS	0.13%	281.13K	5.5M	45.62K	+19.37%
Sep 30, 2025	RIVER STREET ADVISORS LLC	0.13%	285.89K	5.59M	-10.02K	-3.39%
Sep 30, 2025	MERIWETHER WEALTH & PLANNING, LLC	0.14%	297.25K	5.81M	9.17K	+3.18%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.53%	1.15M	22.57M	142.7K	+14.11%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.98%	2.11M	41.23M	184.83K	+9.61%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	1.17%	2.52M	49.24M	-31.03K	-1.22%
Sep 30, 2025	HILLS BANK & TRUST CO	1.3%	2.81M	54.87M	93.45K	+3.45%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	1.05%	2.26M	44.14M	140.21K	+6.62%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.09%	4.52M	88.33M	198.92K	+4.61%
Sep 30, 2025	MORGAN STANLEY	3.35%	7.24M	141.58M	47.63K	+0.66%
Sep 30, 2025	LIDO ADVISORS, LLC	24.35%	52.6M	1.03B	-9.4M	-15.17%
Sep 30, 2025	CLARK ASSET MANAGEMENT, LLC	0.38%	823.37K	16.11M	71.31K	+9.48%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.39%	833.61K	16.31M	-28.88K	-3.35%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.32%	692.02K	13.54M	36.45K	+5.56%
Sep 30, 2025	RED SPRUCE CAPITAL, LLC	0.29%	625.61K	12.24M	-55.55K	-8.15%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.31%	5.01M	97.88M	-28.75K	-0.57%
Jun 30, 2025	RED SPRUCE CAPITAL, LLC	0.31%	681.15K	13.3M	170.92K	+33.50%
Jun 30, 2025	UBS GROUP AG	3.69%	8M	156.09M	-1.71M	-17.61%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.89%	1.92M	37.55M	86.95K	+4.73%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.73%	1.59M	31.03M	45.88K	+2.97%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.81%	1.76M	34.36M	208.07K	+13.41%
Jun 30, 2025	KIRR MARBACH & CO LLC /IN/	0.46%	994.42K	19.41M	18.63K	+1.91%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.37%	791.5K	15.45M	83.82K	+11.84%
Jun 30, 2025	LIDO ADVISORS, LLC	28.59%	62M	1.21B	-1.11M	-1.77%
Jun 30, 2025	GREEN SQUARE CAPITAL ADVISORS LLC	0.16%	338.19K	6.6M	-19.54K	-5.46%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.15%	330.41K	6.45M	67.81K	+25.82%
Jun 30, 2025	MARIETTA WEALTH MANAGEMENT, LLC	0.15%	326.85K	6.38M	6.73K	+2.10%
Jun 30, 2025	CARMEL CAPITAL PARTNERS, LLC	0.14%	300.7K	5.87M	19K	+6.74%
Jun 30, 2025	RIVER STREET ADVISORS LLC	0.14%	295.91K	5.78M	1.85K	+0.63%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.13%	287.49K	5.61M	-34.36K	-10.68%
Jun 30, 2025	MATTHEW GOFF INVESTMENT ADVISOR, LLC	0.13%	284.02K	5.54M	10.57K	+3.86%
Jun 30, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.13%	274.92K	5.37M	26.61K	+10.72%
Jun 30, 2025	MORTON COMMUNITY BANK	0.12%	268.69K	5.24M	-8.84K	-3.18%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.12%	266.74K	5.21M	-13.71K	-4.89%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.12%	261.97K	5.11M	-1.79K	-0.68%
Jun 30, 2025	KAYE CAPITAL MANAGEMENT	0.12%	261.32K	5.1M	167.79K	+179.39%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.12%	261.32K	5.1M	261.32K	+100.00%
Jun 30, 2025	AMJ FINANCIAL WEALTH MANAGEMENT	0.12%	252.54K	4.93M	2.53K	+1.01%
Jun 30, 2025	MORGAN STANLEY	3.32%	7.19M	140.36M	148.66K	+2.11%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	1.18%	2.55M	49.74M	-86.29K	-3.28%
Jun 30, 2025	ROYAL BANK OF CANADA	0.64%	1.38M	26.89M	66.51K	+5.07%
Jun 30, 2025	ASSET DEDICATION, LLC	0.6%	1.31M	25.49M	-12.1K	-0.92%
Jun 30, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0.47%	1.02M	19.9M	26.76K	+2.70%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.99%	4.32M	84.27M	-1.58K	-0.04%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	1.4%	3.04M	155.79M	2.89M	+1,856.47%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.98%	2.12M	41.32M	286.51K	+15.66%
Jun 30, 2025	TLWM	0.72%	1.56M	30.47M	3.28K	+0.21%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.17%	365.69K	7.14M	61.91K	+20.38%
Jun 30, 2025	MGO ONE SEVEN LLC	0.16%	357.34K	6.98M	34.24K	+10.60%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.16%	354.53K	6.92M	-4.3K	-1.20%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.16%	347.43K	6.78M	-64.47K	-15.65%
Jun 30, 2025	MONECO ADVISORS, LLC	0.51%	1.12M	21.79M	146.45K	+15.10%
Jun 30, 2025	HENGEHOLD CAPITAL MANAGEMENT LLC	0.21%	461.02K	9M	29.5K	+6.84%
Jun 30, 2025	49 WEALTH MANAGEMENT, LLC	0.21%	457.58K	8.93M	-86.26K	-15.86%
Jun 30, 2025	VAUGHAN DAVID INVESTMENTS LLC/IL	0.21%	447.4K	8.73M	-4.2K	-0.93%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.21%	445.64K	8.7M	-125	-0.03%
Jun 30, 2025	STRAIGHT PATH WEALTH MANAGEMENT	0.2%	438.14K	8.55M	41.94K	+10.59%
Jun 30, 2025	LANTZ FINANCIAL LLC	0.19%	415.11K	8.1M	15.81K	+3.96%
Jun 30, 2025	HUDSON CAPITAL MANAGEMENT LLC	0.19%	410.05K	8M	410.05K	+100.00%
Jun 30, 2025	SENTINEL PENSION ADVISORS INC	0.19%	409.92K	8M	-3.77K	-0.91%
Jun 30, 2025	SOUND STEWARDSHIP, LLC	0.18%	381.76K	7.45M	7.82K	+2.09%
Jun 30, 2025		0.35%	752.06K	14.68M	135.75K	+22.03%
Jun 30, 2025	FCA CORP /TX	0.17%	366.71K	7.16M	14.4K	+4.09%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.46%	1.01M	19.64M	-499.27K	-33.16%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	862.49K	16.84M	-243.39K	-22.01%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.4%	858.24K	16.75M	67.35K	+8.52%
Jun 30, 2025	LEGACY PRIVATE TRUST CO.	0.35%	750.23K	14.64M	-36.33K	-4.62%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	3.4%	7.38M	144.06M	142.02K	+1.96%
Jun 30, 2025	LPL FINANCIAL LLC	3.06%	6.64M	129.63M	325.51K	+5.15%
Jun 30, 2025	INVESCO LTD.	1.38%	2.99M	58.44M	413.74K	+16.03%
Jun 30, 2025	HILLS BANK & TRUST CO	1.25%	2.71M	52.94M	8.13K	+0.30%
Jun 30, 2025	FUSION FAMILY WEALTH LLC	0.83%	1.8M	35.11M	85.09K	+4.97%
Jun 30, 2025	SNS FINANCIAL GROUP, LLC	0.8%	1.72M	33.66M	10.44K	+0.61%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.67%	1.46M	28.56M	-78.43K	-5.09%
Jun 30, 2025	COLONY GROUP, LLC	0.63%	1.37M	26.81M	1.25K	+0.09%
Jun 30, 2025	DAVIS R M INC	0.61%	1.32M	25.85M	52.95K	+4.17%
Jun 30, 2025	SHUFRO ROSE & CO LLC	0.56%	1.22M	23.84M	-17.33K	-1.40%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.47%	1.01M	19.74M	26.3K	+2.67%
Jun 30, 2025	IRONWOOD WEALTH MANAGEMENT, LLC.	0.45%	980.75K	19.14M	980.75K	+100.00%
Jun 30, 2025	KICKSTAND VENTURES, LLC.	0.27%	586.84K	11.46M	-48.46K	-7.63%
Jun 30, 2025	DUNCAN WILLIAMS ASSET MANAGEMENT, LLC	0.27%	586.84K	11.46M	586.84K	+100.00%
Jun 30, 2025	CLARK ASSET MANAGEMENT, LLC	0.35%	752.06K	14.68M	135.75K	+22.03%
Jun 30, 2025	BCS WEALTH MANAGEMENT	0.27%	592.42K	11.56M	16.23K	+2.82%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.27%	582.82K	11.38M	-41.72K	-6.68%
Jun 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.25%	543.76K	10.61M	28.63K	+5.56%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.25%	542.92K	10.6M	54.41K	+11.14%
Jun 30, 2025	COOKSON PEIRCE & CO INC	0.24%	512.51K	10M	4.16K	+0.82%
Jun 30, 2025	GOEPPER BURKHARDT LLC	0.24%	510.43K	9.96M	11.28K	+2.26%
Jun 30, 2025	IRONWOOD FINANCIAL, LLC	0.22%	482.69K	9.4M	0	0
Jun 30, 2025	CENTRAL VALLEY ADVISORS, LLC	0.22%	479.96K	9.37M	29.18K	+6.47%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.34%	740.59K	14.46M	66.31K	+9.83%
Jun 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.3%	655.57K	12.8M	26.67K	+4.24%
Jun 30, 2025	OLD SECOND NATIONAL BANK OF AURORA	0.29%	619.1K	12.08M	-19.63K	-3.07%
Jun 30, 2025	TCG ADVISORY SERVICES, LLC	0.28%	597.54K	11.66M	8.66K	+1.47%
Mar 31, 2025	STEPHENS INC /AR/	0.38%	824.22K	16.06M	-57.04K	-6.47%
Mar 31, 2025	SHUFRO ROSE & CO LLC	0.57%	1.24M	24.18M	-267.15K	-17.71%
Mar 31, 2025	TLWM	0.72%	1.56M	30.34M	32.79K	+2.15%
Mar 31, 2025	FUSION FAMILY WEALTH LLC	0.79%	1.71M	33.38M	2.27K	+0.13%
Mar 31, 2025	SNS FINANCIAL GROUP, LLC	0.79%	1.71M	33.39M	76.27K	+4.66%
Mar 31, 2025	DAVIS R M INC	0.59%	1.27M	24.76M	75.71K	+6.33%
Mar 31, 2025	ROYAL BANK OF CANADA	0.6%	1.31M	25.54M	94.32K	+7.75%
Mar 31, 2025	RED SPRUCE CAPITAL, LLC	0.24%	510.23K	9.94M	-80.05K	-13.56%
Mar 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.24%	515.13K	10.03M	-130.81K	-20.25%
Mar 31, 2025	49 WEALTH MANAGEMENT, LLC	0.25%	543.85K	10.59M	1.69K	+0.31%
Mar 31, 2025		0.28%	616.31K	12.01M	50.69K	+8.96%
Mar 31, 2025	ASSET DEDICATION, LLC	0.61%	1.32M	25.67M	8.52K	+0.65%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.23%	488.52K	9.52M	71.86K	+17.25%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.29%	624.54K	12.17M	-177.16K	-22.10%
Mar 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.29%	628.9K	12.25M	37.7K	+6.38%
Mar 31, 2025	KICKSTAND VENTURES, LLC.	0.29%	635.3K	12.38M	-41.06K	-6.07%
Mar 31, 2025	OLD SECOND NATIONAL BANK OF AURORA	0.29%	638.73K	12.44M	-45.38K	-6.63%
Mar 31, 2025	MONECO ADVISORS, LLC	0.45%	970.92K	18.91M	286.89K	+41.94%
Mar 31, 2025	KIRR MARBACH & CO LLC /IN/	0.45%	975.79K	19.01M	13.03K	+1.35%
Mar 31, 2025	COLONY GROUP, LLC	0.63%	1.37M	26.73M	-6.07K	-0.44%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.69%	1.51M	29.33M	221.65K	+17.27%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.71%	1.54M	30.03M	-35.04K	-2.22%
Mar 31, 2025	BCS WEALTH MANAGEMENT	0.27%	576.2K	11.22M	-7.62K	-1.30%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.51%	1.11M	21.54M	385.44K	+53.50%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.84%	1.83M	35.65M	145.97K	+8.67%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.85%	1.84M	35.78M	-140.86K	-7.12%
Mar 31, 2025	INVESCO LTD.	1.19%	2.58M	50.26M	272.39K	+11.80%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	1.22%	2.63M	51.32M	195.25K	+8.00%
Mar 31, 2025	HILLS BANK & TRUST CO	1.25%	2.7M	52.67M	56.12K	+2.12%
Mar 31, 2025	TCG ADVISORY SERVICES, LLC	0.27%	588.88K	11.47M	249.94K	+73.74%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.28%	596.94K	11.63M	-137.08K	-18.68%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.99%	4.32M	84.13M	-1.03M	-19.28%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.33%	5.04M	98.24M	249.14K	+5.20%
Mar 31, 2025	GOEPPER BURKHARDT LLC	0.23%	499.15K	9.72M	17.5K	+3.63%
Mar 31, 2025	COOKSON PEIRCE & CO INC	0.23%	508.35K	9.9M	-13.48K	-2.58%
Mar 31, 2025	LEGACY PRIVATE TRUST CO.	0.36%	786.56K	15.32M	71.01K	+9.92%
Mar 31, 2025	CAPSTONE WEALTH MANAGEMENT GROUP, LLC	0.38%	828.43K	16.14M	-42.16K	-4.84%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.71%	1.54M	30.07M	122.83K	+8.65%
Mar 31, 2025	UBS GROUP AG	4.48%	9.71M	189.06M	-558.16K	-5.44%
Mar 31, 2025	LIDO ADVISORS, LLC	29.12%	63.12M	1.23B	477.25K	+0.76%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.31%	674.28K	13.13M	90.55K	+15.51%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	707.68K	13.79M	242.77K	+52.22%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.72%	1.55M	30.24M	300.06K	+23.97%
Mar 31, 2025	LPL FINANCIAL LLC	2.91%	6.32M	123.03M	699.02K	+12.45%
Mar 31, 2025	MORGAN STANLEY	3.25%	7.04M	137.18M	109.44K	+1.58%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	3.34%	7.24M	141M	211.99K	+3.02%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.45%	985.1K	19.19M	47.12K	+5.02%
Mar 31, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0.46%	992.49K	19.33M	16.23K	+1.66%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.36%	790.89K	15.41M	196.2K	+32.99%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.78%	2.74M	52.48M	221.14K	+8.80%
Mar 31, 2024	INTEROCEAN CAPITAL GROUP, LLC	0.45%	714.61K	13.73M	24.29K	+3.52%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.76%	1.17M	22.43M	122.62K	+11.74%
Mar 31, 2024	LIDO ADVISORS, LLC	15.62%	25.06M	507.63M	23.1M	+1,176.20%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	3.9%	5.99M	115.01M	364.06K	+6.47%
Mar 31, 2024	HENGEHOLD CAPITAL MANAGEMENT LLC	0.2%	310.75K	5.97M	30.27K	+10.79%
Mar 31, 2024	GOEPPER BURKHARDT LLC	0.21%	327.58K	6.28M	37.58K	+12.96%
Mar 31, 2024	GOOD LIFE ADVISORS, LLC	0.21%	327.82K	6.3M	-19.15K	-5.52%
Mar 31, 2024	TCG ADVISORY SERVICES, LLC	0.21%	328K	6.3M	28.15K	+9.39%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.22%	330.22K	6.34M	-26.43K	-7.41%
Mar 31, 2024	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.22%	337.84K	6.49M	7.52K	+2.28%
Mar 31, 2024	WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	0.22%	341.47K	6.56M	-456.68K	-57.22%
Mar 31, 2024	SOUND STEWARDSHIP, LLC	0.23%	345.79K	6.64M	14.09K	+4.25%
Mar 31, 2024	VAUGHAN DAVID INVESTMENTS LLC/IL	0.23%	349.87K	6.72M	35.47K	+11.28%
Mar 31, 2024	IMA WEALTH, INC.	0.24%	370.84K	7.12M	16.96K	+4.79%
Mar 31, 2024	REBALANCE, LLC	0.24%	375.56K	7.21M	123.32K	+48.89%
Mar 31, 2024	IRONWOOD FINANCIAL, LLC	0.27%	413.76K	7.95M	-98.01K	-19.15%
Mar 31, 2024	CORNERSTONE WEALTH MANAGEMENT, LLC	0.27%	434.83K	8.35M	28.83K	+7.10%
Mar 31, 2024	ATLANTIC UNION BANKSHARES CORP	0.27%	437.08K	8.4M	71.51K	+19.56%
Mar 31, 2024	BCS WEALTH MANAGEMENT	0.27%	437.27K	8.4M	27.42K	+6.69%
Mar 31, 2024	GILL CAPITAL PARTNERS, LLC	0.31%	499.17K	9.53M	-3.25K	-0.65%
Mar 31, 2024	SENTINEL PENSION ADVISORS INC	0.32%	509.54K	9.79M	-29.93K	-5.55%
Mar 31, 2024	COLONY GROUP, LLC	0.36%	578.16K	11.11M	42.47K	+7.93%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.37%	561.81K	10.79M	111.74K	+24.83%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.37%	569.11K	10.93M	181.89K	+46.97%
Mar 31, 2024	RED SPRUCE CAPITAL, LLC	0.37%	598.49K	11.5M	215.52K	+56.27%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.38%	610.27K	11.72M	73.46K	+13.68%
Mar 31, 2024	MARINER, LLC	0.38%	615.91K	11.83M	21.7K	+3.65%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.4%	635.91K	12.22M	11.84K	+1.90%
Mar 31, 2024	LEGACY PRIVATE TRUST CO.	0.4%	639.5K	12.28M	6.52K	+1.03%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.44%	705.72K	13.56M	180.03K	+34.25%
Mar 31, 2024	KICKSTAND VENTURES, LLC.	0.46%	734.29K	14.11M	-202.64K	-21.63%
Mar 31, 2024	KIRR MARBACH & CO LLC /IN/	0.5%	797.44K	15.32M	16.57K	+2.12%
Mar 31, 2024	MCCARTHY & COX	0.51%	813.43K	15.63M	813.43K	+100.00%
Mar 31, 2024	ANCHOR INVESTMENT MANAGEMENT, LLC	0.51%	814.65K	15.65M	110.02K	+15.61%
Mar 31, 2024	CAPSTONE WEALTH MANAGEMENT GROUP, LLC	0.54%	867.32K	16.66M	61.79K	+7.67%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.57%	881.45K	16.93M	134.31K	+17.98%
Mar 31, 2024	DAVIS R M INC	0.61%	973.86K	18.71M	131.27K	+15.58%
Mar 31, 2024	JANE STREET GROUP, LLC	0.66%	1.02M	19.52M	-797.14K	-43.96%
Mar 31, 2024	SHUFRO ROSE & CO LLC	0.7%	1.12M	21.48M	-1.67M	-59.94%
Mar 31, 2024	ROYAL BANK OF CANADA	0.78%	1.19M	22.92M	103.51K	+9.50%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.78%	1.2M	23.07M	100.37K	+9.12%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.81%	1.3M	24.97M	1.3M	+100.00%
Mar 31, 2024	TLWM	0.84%	1.34M	25.76M	94.34K	+7.57%
Mar 31, 2024	SNS FINANCIAL GROUP, LLC	0.85%	1.36M	26.15M	1.24M	+1,014.46%
Mar 31, 2024	ASSET DEDICATION, LLC	0.85%	1.37M	26.22M	255.24K	+22.95%
Mar 31, 2024	HILLS BANK & TRUST CO	1.41%	2.27M	43.54M	439.45K	+24.05%
Mar 31, 2024	APTUS CAPITAL ADVISORS, LLC	1.67%	2.67M	51.35M	340.77K	+14.61%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.68%	2.58M	49.48M	140.93K	+5.79%
Mar 31, 2024	UBS GROUP AG	2.34%	3.6M	69.14M	724.57K	+25.21%
Mar 31, 2024	LPL FINANCIAL LLC	2.92%	4.49M	86.17M	1.33M	+41.99%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.12%	4.79M	92.03M	841.34K	+21.30%
Mar 31, 2024	MORGAN STANLEY	4.69%	7.2M	138.27M	685.12K	+10.52%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.28%	446.85K	8.58M	35.91K	+8.74%
Mar 31, 2024	COOKSON PEIRCE & CO INC	0.31%	490.87K	9.43M	41.12K	+9.14%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.48%	731.01K	14.04M	34.48K	+4.95%
Mar 31, 2024	MOTLEY FOOL WEALTH MANAGEMENT, LLC	0.95%	1.53M	29.39M	58.7K	+3.99%
Mar 31, 2024	EASTERN BANK	0.98%	1.57M	30.22M	123.35K	+8.51%
Mar 31, 2024	INVESCO LTD.	1.03%	1.58M	30.28M	154.12K	+10.84%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	1.03%	1.65M	31.72M	-130.49K	-7.32%
Mar 31, 2024	MFA WEALTH ADVISORS, LLC	1.03%	1.65M	31.75M	52.75K	+3.30%
Mar 31, 2024	FUSION FAMILY WEALTH LLC	1.06%	1.69M	32.54M	32.92K	+1.98%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.94%	2.51M	48.51M	353.73K	+16.37%
Dec 31, 2023	UBS GROUP AG	2.21%	2.87M	55.48M	835.72K	+40.99%
Dec 31, 2023	LPL FINANCIAL LLC	2.43%	3.16M	60.97M	969.96K	+44.31%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.04%	3.95M	76.22M	322.85K	+8.90%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	4.33%	5.62M	108.52M	509.72K	+9.97%
Dec 31, 2023	MORGAN STANLEY	5.02%	6.51M	125.69M	525.36K	+8.77%
Dec 31, 2023	CORNERSTONE WEALTH MANAGEMENT, LLC	0.31%	406K	7.84M	406K	+100.00%
Dec 31, 2023	BCS WEALTH MANAGEMENT	0.32%	409.85K	7.91M	82.66K	+25.26%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.32%	410.94K	7.93M	42.35K	+11.49%
Dec 31, 2023	COOKSON PEIRCE & CO INC	0.35%	449.75K	8.68M	-8.03K	-1.75%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	450.06K	8.69M	265.71K	+144.14%
Dec 31, 2023	GILL CAPITAL PARTNERS, LLC	0.39%	502.42K	9.7M	-12.6K	-2.45%
Dec 31, 2023	IRONWOOD FINANCIAL, LLC	0.39%	511.76K	9.88M	-58.81K	-10.31%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.4%	525.7K	10.15M	238.49K	+83.04%
Dec 31, 2023		0.4%	513.3K	9.91M	-26.06K	-4.83%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.41%	536.81K	10.36M	-31.35K	-5.52%
Dec 31, 2023	SENTINEL PENSION ADVISORS INC	0.42%	539.46K	10.41M	-113.92K	-17.44%
Dec 31, 2023	MARINER, LLC	0.46%	594.21K	11.47M	550.47K	+1,258.54%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.48%	624.07K	12.04M	-25.69K	-3.95%
Dec 31, 2023	LEGACY PRIVATE TRUST CO.	0.49%	632.97K	12.22M	17.89K	+2.91%
Dec 31, 2023	INTEROCEAN CAPITAL GROUP, LLC	0.53%	690.32K	13.32M	-66.05K	-8.73%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.54%	696.53K	13.44M	33.36K	+5.03%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.58%	747.14K	14.42M	288.87K	+63.03%
Dec 31, 2023	KIRR MARBACH & CO LLC /IN/	0.6%	780.87K	15.07M	396.99K	+103.42%
Dec 31, 2023	WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	0.61%	798.15K	15.4M	-988.65K	-55.33%
Dec 31, 2023	CAPSTONE WEALTH MANAGEMENT GROUP, LLC	0.62%	805.53K	15.55M	75.61K	+10.36%
Dec 31, 2023	DAVIS R M INC	0.65%	842.59K	16.26M	79.75K	+10.45%
Dec 31, 2023	ENGRAVE WEALTH PARTNERS LLC	0.71%	926K	17.87M	11.02K	+1.20%
Dec 31, 2023	NOTTINGHAM ADVISORS, INC.	0.72%	930.49K	13.92M	37.02K	+4.14%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.8%	1.04M	20.16M	64.17K	+6.54%
Dec 31, 2023	ROYAL BANK OF CANADA	0.84%	1.09M	21.03M	-24.05K	-2.16%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.85%	1.1M	21.24M	209.17K	+23.47%
Dec 31, 2023	ADVISORS CAPITAL MANAGEMENT, LLC	0.86%	1.11M	21.43M	84.96K	+8.29%
Dec 31, 2023	ASSET DEDICATION, LLC	0.86%	1.11M	21.46M	15.58K	+1.42%
Dec 31, 2023	SHUFRO ROSE & CO LLC	2.15%	2.79M	52.43M	-19.45K	-0.69%
Dec 31, 2023	TLWM	0.96%	1.25M	24.06M	67.7K	+5.74%
Dec 31, 2023	INVESCO LTD.	1.1%	1.42M	27.45M	786.47K	+123.69%
Dec 31, 2023	EASTERN BANK	1.12%	1.45M	27.98M	1.18K	+0.08%
Dec 31, 2023	MOTLEY FOOL WEALTH MANAGEMENT, LLC	1.13%	1.47M	28.38M	31.67K	+2.20%
Dec 31, 2023	MFA WEALTH ADVISORS, LLC	1.23%	1.6M	30.88M	1.22K	+0.08%
Dec 31, 2023	FUSION FAMILY WEALTH LLC	1.28%	1.66M	32.06M	-5.33K	-0.32%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	1.37%	1.78M	34.39M	-89.45K	-4.78%
Dec 31, 2023	JANE STREET GROUP, LLC	1.4%	1.81M	34.99M	507.1K	+38.83%
Dec 31, 2023	HILLS BANK & TRUST CO	1.41%	1.83M	35.26M	760.59K	+71.33%
Dec 31, 2023	LIDO ADVISORS, LLC	1.51%	1.96M	37.9M	-89.75K	-4.37%
Dec 31, 2023	APTUS CAPITAL ADVISORS, LLC	1.8%	2.33M	45.02M	-465.85K	-16.65%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.88%	2.43M	46.99M	-98.45K	-3.89%

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