How many institutions own ESG 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 ESG shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling FlexShares STOXX US ESG Select Index Fund stock?

FINANCIAL NETWORK WEALTH MANAGEMENT LLC, in the last quarter, reduced its stake in ESG by -1.28% restricting it's holding to 33.29 thousand shares of worth nearly $5.27M. FIRST UNITED BANK & TRUST also lessened -4.51% of the ESG shares from its portfolio, reducing its holding to 26.15 thousand shares of worth $4.14M. PRINCIPAL SECURITIES, INC. also shunned ESG shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying ESG stock?

As per its latest 13F filing, LPL FINANCIAL LLC increased its stake in ESG by 11.9% in the last quarter. The institutional holder raised its holding to 50.99 thousand shares having worth more than $8.07M. UBS GROUP AG also added 100% more shares of ESG to its portfolio, raising its holding to 50 shares of worth $7.91K. VALUES ADDED FINANCIAL LLC also increased its ESG shares holding by 100% which brought its holding to 1.27 thousand shares worth $200.98K.

ESG's major insiders: who are they?

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

Did an insider recently sell ESG stock?

Company executives, directors, and other insiders own N/A percent of FlexShares STOXX US ESG Select Index Fund's stock. Within the last six months, there have been 0 transaction(s) in which ESG insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased ESG stock?

There have been 0 transaction(s) during the past 6-months in which FlexShares STOXX US ESG Select Index Fund insiders have bought stock, totalling 0 shares

How much of ESG does insiders own?

Around 0 FlexShares STOXX US ESG Select Index Fund shares are held by insiders, which represents about N/A of ESG stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in ESG?

MILESTONE INVESTMENT ADVISORS LLC is the largest institutional owner in ESG which holds 1.78 thousand shares worth $282.16K or 0.23% of the total ESG shares outstanding followed by LPL FINANCIAL LLC with ownership of 50.99 thousand shares representing 6.64% of the ESG ownership. FINANCIAL NETWORK WEALTH MANAGEMENT LLC is the third largest stakeholder with 33.29 thousand shares or 4.32% of the ownership worth more than $5.27M.

Is FlexShares STOXX US ESG Select Index Fund 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 ESG is concerned, it is a stock which is not optionable.

Is there a short position on ESG's shares?

Number of ESG 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 ESG shares are there?

As of today, null shares of ESG are outstanding.

Is there many float in ESG 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, ESG has null shares in float.

ESG 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 ESG is null.

FlexShares STOXX US ESG Select Index Fund (ESG) 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. MILESTONE INVESTMENT ADVISORS LLC is the top corporate investor, holding 1.78K shares valued at $282.16K. A 0.23% stake in FlexShares STOXX US ESG Select Index Fund is owned by the company. LPL FINANCIAL LLC owns 50.99K shares valued at $8.07M, which translates its holding of 6.64% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.23%	1.78K	282.16K	0	0
Dec 31, 2025	LPL FINANCIAL LLC	6.64%	50.99K	8.07M	5.42K	+11.90%
Dec 31, 2025	FINANCIAL NETWORK WEALTH MANAGEMENT LLC	4.32%	33.29K	5.27M	-432	-1.28%
Dec 31, 2025	FIRST UNITED BANK & TRUST	3.43%	26.15K	4.14M	-1.24K	-4.51%
Dec 31, 2025	JPMORGAN CHASE & CO	0.01%	72	11.39K	0	0
Dec 31, 2025	UBS GROUP AG	0.01%	50	7.91K	50	+100.00%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-2	-100.00%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.12%	950	150.34K	0	0
Dec 31, 2025	VALUES ADDED FINANCIAL LLC	0.17%	1.27K	200.98K	1.27K	+100.00%
Dec 31, 2025	EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC	0.2%	1.51K	239.59K	-76	-4.78%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.24%	1.88K	297.87K	36	+1.95%
Dec 31, 2025	SGL INVESTMENT ADVISORS, INC.	0.81%	6.19K	982.57K	176	+2.93%
Dec 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.82%	6.26K	990.79K	2.68K	+74.79%
Dec 31, 2025	HORIZON INVESTMENTS, LLC	0.91%	6.9K	1.09M	3.32K	+92.57%
Dec 31, 2025	ROOF EIDAM & MAYCOCK/ADV	1.19%	9.03K	1.43M	1	+0.01%
Dec 31, 2025	RVW WEALTH, LLC	2.11%	16.05K	2.54M	2	+0.01%
Dec 31, 2025	MORGAN STANLEY	2.45%	19.17K	3.03M	-757	-3.80%
Dec 31, 2025	COMERICA BANK	0.02%	131	20.73K	0	0
Dec 31, 2025	CVA FAMILY OFFICE, LLC	0.03%	225	35.61K	0	0
Dec 31, 2025		0.03%	243	38.45K	243	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	118	1	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.42%	3.28K	518.41K	5	+0.15%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.43%	3.39K	537.07K	-16	-0.47%
Dec 31, 2025	INTERACTIVE FINANCIAL ADVISORS, INC.	0.46%	3.55K	562.41K	-15.26K	-81.11%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.26%	2.01K	321.93K	-16	-0.79%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.26%	1.95K	307.79K	236	+13.81%
Dec 31, 2025	CITADEL ADVISORS LLC	0.44%	3.47K	548.65K	-14.61K	-80.82%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.64%	4.97K	786.97K	249	+5.27%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.35%	2.77K	438.22K	-75	-2.64%
Dec 31, 2025	BESSEMER GROUP INC	0%	13	2K	13	+100.00%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0%	19	3.06K	0	0
Dec 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	21	3.37K	0	0
Dec 31, 2025	NOVAPOINT CAPITAL, LLC	0%	0	-	-2.07K	-100.00%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0%	0	-	-1K	-100.00%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0%	0	-	-1.8K	-100.00%
Dec 31, 2025	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	0.53%	4K	632.99K	0	0
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.57%	4.48K	708.48K	0	0
Dec 31, 2025	WELL DONE, LLC	0.68%	5.16K	817.19K	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.76%	5.97K	944.67K	-858	-12.57%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.79%	6.05K	958K	703	+13.15%
Dec 31, 2025	ROYAL BANK OF CANADA	0.87%	6.76K	1.07M	-7.02K	-50.93%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.29%	17.9K	2.83M	-172	-0.95%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.01%	115	18.2K	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.04%	293	46.37K	93	+46.50%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	300	47.47K	300	+100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.24%	1.8K	284.85K	0	0
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.28%	2.14K	338.65K	0	0
Dec 31, 2025	MONUMENT GROUP WEALTH ADVISORS, LLC	0.31%	2.38K	376.31K	0	0
Dec 31, 2025	EP WEALTH ADVISORS, LLC	0.39%	3.06K	484.33K	3.06K	+100.00%
Dec 31, 2025	FMR LLC	0.05%	356	56.31K	0	0
Dec 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.05%	385	60.93K	0	0
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.1%	762	121.45K	-81	-9.61%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.65%	5.35K	825K	-240	-4.29%
Sep 30, 2025	HORIZON INVESTMENTS, LLC	0.43%	3.58K	552.42K	3.58K	+100.00%
Sep 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.43%	3.58K	552.42K	3.58K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	5.5%	45.56K	7.03M	2.99K	+7.02%
Sep 30, 2025		0.05%	395	60.92K	0	0
Sep 30, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0%	0	-	-155	-100.00%
Sep 30, 2025	FINANCIAL NETWORK WEALTH MANAGEMENT LLC	4.07%	33.73K	5.29M	33.73K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.34%	2.84K	438.68K	124	+4.56%
Sep 30, 2025	MONUMENT GROUP WEALTH ADVISORS, LLC	0.29%	2.38K	366.74K	0	0
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.26%	2.14K	330.03K	0	0
Sep 30, 2025	NOVAPOINT CAPITAL, LLC	0.25%	2.07K	319.7K	2.07K	+100.00%
Sep 30, 2025	FIRST UNITED BANK & TRUST	3.3%	27.39K	4.22M	-1.09K	-3.83%
Sep 30, 2025	MORGAN STANLEY	2.4%	19.93K	3.07M	107	+0.54%
Sep 30, 2025	INTERACTIVE FINANCIAL ADVISORS, INC.	2.27%	18.81K	2.9M	-16.48K	-46.70%
Sep 30, 2025	ROYAL BANK OF CANADA	1.66%	13.78K	2.12M	2.76K	+25.08%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.41%	3.41K	525.96K	3.41K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.39%	3.27K	503.64K	-41	-1.24%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.24%	2.02K	312.38K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.22%	1.85K	284.69K	0	0
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.22%	1.8K	277.6K	1.8K	+100.00%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0.12%	1K	66.27K	1K	+100.00%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.11%	950	146.51K	950	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.22%	1.8K	277.6K	0	0
Sep 30, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.22%	1.78K	274.98K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.1%	843	130.01K	-282	-25.07%
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.05%	385	59.38K	-105	-21.43%
Sep 30, 2025	FMR LLC	0.04%	356	54.87K	-30	-7.77%
Sep 30, 2025	CROWLEY WEALTH MANAGEMENT, INC.	0.03%	250	38.56K	0	0
Sep 30, 2025	CVA FAMILY OFFICE, LLC	0.03%	225	34.7K	0	0
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.01%	115	17.74K	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	72	11.1K	0	0
Sep 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	21	3.28K	0	0
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0%	19	2.98K	0	0
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0%	2	308	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Sep 30, 2025	CITIZENS & NORTHERN CORP	0%	0	-	-1.46K	-100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0%	0	-	-10.2K	-100.00%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.21%	1.71K	263.56K	83	+5.10%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	200	30.84K	0	0
Sep 30, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-1.46K	-100.00%
Sep 30, 2025	UBS GROUP AG	0%	0	-	-54	-100.00%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0%	0	-	-1.89K	-100.00%
Sep 30, 2025	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	0.48%	4K	616.89K	0	0
Sep 30, 2025	PARALLEL ADVISORS, LLC	0.54%	4.48K	690.45K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.57%	4.72K	728.54K	-72	-1.50%
Sep 30, 2025	WELL DONE, LLC	0.62%	5.16K	796.4K	-1	-0.02%
Sep 30, 2025	EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC	0.19%	1.59K	245.21K	-82	-4.90%
Sep 30, 2025	COMERICA BANK	0.02%	131	20.2K	0	0
Sep 30, 2025	CITADEL ADVISORS LLC	2.18%	18.08K	2.79M	14.22K	+368.34%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.18%	18.07K	2.79M	7.38K	+69.01%
Sep 30, 2025	RVW WEALTH, LLC	1.94%	16.05K	2.47M	-164	-1.01%
Sep 30, 2025	ROOF EIDAM & MAYCOCK/ADV	1.09%	9.03K	1.39M	-201	-2.18%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.82%	6.83K	1.05M	4	+0.06%
Sep 30, 2025	SGL INVESTMENT ADVISORS, INC.	0.73%	6.01K	942.72K	193	+3.32%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	200	29.37K	200	+100.00%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.23%	1.89K	277.5K	0	0
Jun 30, 2025	MORGAN STANLEY	2.44%	19.82K	2.91B	-2.1K	-9.56%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.25%	2.02K	299.61K	2.02K	+100.00%
Jun 30, 2025	INTERACTIVE FINANCIAL ADVISORS, INC.	4.35%	35.29K	5.18M	62	+0.18%
Jun 30, 2025	FIRST UNITED BANK & TRUST	3.51%	28.48K	4.18M	-1.16K	-3.91%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.25%	2.02K	296.15K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.23%	1.85K	271.04K	0	0
Jun 30, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0.02%	155	23.19K	155	+100.00%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.01%	115	16.89K	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	0.01%	72	10.57K	-1	-1.37%
Jun 30, 2025	UBS GROUP AG	0.01%	54	7.93K	54	+100.00%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0%	19	2.83K	19	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	92	0	0
Jun 30, 2025	PEOPLES BANK/KS	0%	0	-	-60	-100.00%
Jun 30, 2025	COMERICA BANK	0.02%	131	19.23K	0	0
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	2	294	0	0
Jun 30, 2025	RETIREMENT CAPITAL STRATEGIES	0%	0	-	-3.05K	-100.00%
Jun 30, 2025	NOVAPOINT CAPITAL, LLC	0%	0	-	-2.07K	-100.00%
Jun 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	21	3.12K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	5.25%	42.58K	6.25M	-227	-0.53%
Jun 30, 2025	RVW WEALTH, LLC	2%	16.21K	2.38M	-52	-0.32%
Jun 30, 2025	ROYAL BANK OF CANADA	1.36%	11.01K	1.62M	4.48K	+68.46%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.32%	10.69K	1.57M	-3.89K	-26.66%
Jun 30, 2025	CITADEL ADVISORS LLC	0.48%	3.86K	566.75M	-2.15K	-35.74%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.26%	2.14K	314.21M	0	0
Jun 30, 2025	WELL DONE, LLC	0.64%	5.17K	758.26K	290	+5.95%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.59%	4.8K	704.18K	60	+1.27%
Jun 30, 2025	PARALLEL ADVISORS, LLC	0.55%	4.48K	657.34K	0	0
Jun 30, 2025	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	0.49%	4K	587.31K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.41%	3.31K	486.25K	30	+0.91%
Jun 30, 2025	BETTER MONEY DECISIONS, LLC	0.38%	3.04K	446.95K	8	+0.26%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.34%	2.72K	399.32K	405	+17.49%
Jun 30, 2025	MONUMENT GROUP WEALTH ADVISORS, LLC	0.29%	2.38K	349.15K	0	0
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.22%	1.8K	264.29K	0	0
Jun 30, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.22%	1.78K	261.79K	0	0
Jun 30, 2025	EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC	0.21%	1.67K	245.49K	-11	-0.65%
Jun 30, 2025	NORTHERN TRUST CORP	1.26%	10.2K	1.5M	-9.58K	-48.44%
Jun 30, 2025	ROOF EIDAM & MAYCOCK/ADV	1.14%	9.23K	1.36M	-185	-1.96%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.84%	6.82K	1M	273	+4.17%
Jun 30, 2025	SGL INVESTMENT ADVISORS, INC.	0.72%	5.82K	854.85K	111	+1.94%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.69%	5.59K	820K	85	+1.54%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.14%	1.13K	165.18K	0	0
Jun 30, 2025	FIRST HORIZON ADVISORS, INC.	0.13%	1.02K	149.62K	-63	-5.82%
Jun 30, 2025	CROWLEY WEALTH MANAGEMENT, INC.	0.03%	250	36.71K	0	0
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.2%	1.63K	238.74K	1.63K	+100.00%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.18%	1.46K	214K	-257	-14.99%
Jun 30, 2025	CITIZENS & NORTHERN CORP	0.18%	1.46K	213.78K	1.46K	+100.00%
Jun 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.06%	490	71.95K	0	0
Jun 30, 2025	FMR LLC	0.05%	386	56.65K	-74	-16.09%
Jun 30, 2025		0.05%	395	58K	0	0
Jun 30, 2025	CVA FAMILY OFFICE, LLC	0.03%	225	33.04K	0	0
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.14%	1.13K	151.14K	-115	-9.27%
Mar 31, 2025	COMERICA BANK	0.02%	131	17.6K	0	0
Mar 31, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.22%	1.78K	239.55K	0	0
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.23%	1.8K	241.83K	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.23%	1.85K	248.01K	-175	-8.66%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.24%	1.89K	253.92K	0	0
Mar 31, 2025	MONUMENT GROUP WEALTH ADVISORS, LLC	0.3%	2.38K	319.48K	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.83%	14.58K	1.96M	-486	-3.23%
Mar 31, 2025	BETTER MONEY DECISIONS, LLC	0.38%	3.04K	407.82K	6	+0.20%
Mar 31, 2025	RETIREMENT CAPITAL STRATEGIES	0.38%	3.05K	409.1K	3.05K	+100.00%
Mar 31, 2025	PARALLEL ADVISORS, LLC	0.56%	4.48K	601.49K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.6%	4.74K	636.28K	-16	-0.34%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.69%	5.5K	739K	-1.66K	-23.13%
Mar 31, 2025	JPMORGAN CHASE & CO	0.01%	73	9.81K	-81	-52.60%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.01%	115	15.45K	0	0
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.22%	1.71K	230K	-1.82K	-51.55%
Mar 31, 2025	WELL DONE, LLC	0.61%	4.88K	671.74K	17	+0.35%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	108	1	+100.00%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0%	2	276	0	0
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.25%	2.02K	270.98K	0	0
Mar 31, 2025	NOVAPOINT CAPITAL, LLC	0.26%	2.07K	278.51K	0	0
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.27%	2.14K	287.51K	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	0.75%	6.01K	807.04K	1.32K	+28.16%
Mar 31, 2025	ROYAL BANK OF CANADA	0.82%	6.54K	879K	179	+2.81%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.82%	6.55K	880K	-82	-1.24%
Mar 31, 2025	ROOF EIDAM & MAYCOCK/ADV	1.18%	9.42K	1.27M	-715	-7.06%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.29%	2.32K	310.97K	-32	-1.36%
Mar 31, 2025	RVW WEALTH, LLC	2.04%	16.26K	2.18M	-519	-3.09%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.41%	3.28K	440.92K	2.99K	+1,005.05%
Mar 31, 2025	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	0.5%	4K	537.4K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	5.38%	42.8K	5.75M	509	+1.20%
Mar 31, 2025	FINANCIAL NETWORK WEALTH MANAGEMENT LLC	8.47%	67.37K	9.05M	-13.52K	-16.71%
Mar 31, 2025	NORTHERN TRUST CORP	2.49%	19.78K	2.66M	-113.89K	-85.20%
Mar 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	21	2.86K	0	0
Mar 31, 2025	EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC	0.21%	1.68K	226.11K	-231	-12.07%
Mar 31, 2025	PEOPLES BANK/KS	0.01%	60	8.06K	0	0
Mar 31, 2025	INDEPENDENT ADVISOR ALLIANCE	0%	0	-	-2.59K	-100.00%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0%	0	-	-2.35K	-100.00%
Mar 31, 2025	UBS GROUP AG	0%	0	-	-201	-100.00%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0%	0	-	-1.51K	-100.00%
Mar 31, 2025	CVA FAMILY OFFICE, LLC	0.03%	225	30.23K	0	0
Mar 31, 2025		0.03%	250	33.59K	0	0
Mar 31, 2025	FMR LLC	0.06%	460	61.74K	332	+259.38%
Mar 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.06%	490	65.83K	0	0
Mar 31, 2025	FIRST HORIZON ADVISORS, INC.	0.14%	1.08K	145.37K	30	+2.85%
Mar 31, 2025	MORGAN STANLEY	2.75%	21.92K	2.94M	455	+2.12%
Mar 31, 2025	FIRST UNITED BANK & TRUST	3.72%	29.64K	3.98M	-5.19K	-14.89%
Mar 31, 2025	INTERACTIVE FINANCIAL ADVISORS, INC.	4.43%	35.23K	4.73M	-635	-1.77%
Mar 31, 2025	CITIZENS & NORTHERN CORP	0%	0	-	-2.5K	-100.00%

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