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

Who are the major shareholders selling Vanguard Emerging Markets Government Bond ETF stock?

SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD, in the last quarter, reduced its stake in VWOB by -17.42% restricting it's holding to 735.67 thousand shares of worth nearly $49.61M. BANK JULIUS BAER & CO. LTD, ZURICH also lessened -18.88% of the VWOB shares from its portfolio, reducing its holding to 757.85 thousand shares of worth $51.10M. WELLS FARGO & COMPANY/MN also shunned VWOB shares holding by -1.94% last quarter which brought its holding to 1.26 million shares worth $84.94M.

Investors who are buying VWOB stock?

As per its latest 13F filing, GREYSTONE FINANCIAL GROUP, LLC increased its stake in VWOB by 1.17% in the last quarter. The institutional holder raised its holding to 328.82 thousand shares having worth more than $22.17M. ASSETMARK, INC also added 27.5% more shares of VWOB to its portfolio, raising its holding to 349.29 thousand shares of worth $23.55M. POTOMAC FUND MANAGEMENT INC /ADV also increased its VWOB shares holding by 100% which brought its holding to 374.16 thousand shares worth $25.23M.

VWOB's major insiders: who are they?

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

Did an insider recently sell VWOB stock?

Company executives, directors, and other insiders own N/A percent of Vanguard Emerging Markets Government Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which VWOB insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased VWOB stock?

There have been 0 transaction(s) during the past 6-months in which Vanguard Emerging Markets Government Bond ETF insiders have bought stock, totalling 0 shares

How much of VWOB does insiders own?

Around 0 Vanguard Emerging Markets Government Bond ETF shares are held by insiders, which represents about N/A of VWOB stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in VWOB?

GREYSTONE FINANCIAL GROUP, LLC is the largest institutional owner in VWOB which holds 328.82 thousand shares worth $22.17M or 0.36% of the total VWOB shares outstanding followed by ASSETMARK, INC with ownership of 349.29 thousand shares representing 0.38% of the VWOB ownership. POTOMAC FUND MANAGEMENT INC /ADV is the third largest stakeholder with 374.16 thousand shares or 0.4% of the ownership worth more than $25.23M.

Is Vanguard Emerging Markets Government 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 VWOB is concerned, it is a stock which is optionable.

Is there a short position on VWOB's shares?

Number of VWOB 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 VWOB shares are there?

As of today, null shares of VWOB are outstanding.

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

VWOB 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 VWOB is null.

Vanguard Emerging Markets Government Bond ETF (VWOB) 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

OptionableYes

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. GREYSTONE FINANCIAL GROUP, LLC is the top corporate investor, holding 328.82K shares valued at $22.17M. A 0.36% stake in Vanguard Emerging Markets Government Bond ETF is owned by the company. ASSETMARK, INC owns 349.29K shares valued at $23.55M, which translates its holding of 0.38% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	GREYSTONE FINANCIAL GROUP, LLC	0.36%	328.82K	22.17M	3.81K	+1.17%
Dec 31, 2025	ASSETMARK, INC	0.38%	349.29K	23.55M	75.34K	+27.50%
Dec 31, 2025	POTOMAC FUND MANAGEMENT INC /ADV	0.4%	374.16K	25.23M	374.16K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.4%	383.25K	25.84M	55.48K	+16.93%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	388.62K	26.2M	71.06K	+22.38%
Dec 31, 2025	TOROSO INVESTMENTS, LLC	0.42%	391.62K	26.41M	98.38K	+33.55%
Dec 31, 2025	MCILRATH & ECK, LLC	0.42%	386.53K	26.06M	40.17K	+11.60%
Dec 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.16%	149.62K	10.09M	8.41K	+5.95%
Dec 31, 2025	UNION BANCAIRE PRIVEE, UBP SA	0.17%	152.07K	10.24M	149.54K	+5,898.82%
Dec 31, 2025	W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO	0.17%	154.59K	10.42M	728	+0.47%
Dec 31, 2025	NEUBERGER BERMAN GROUP LLC	0.18%	170.18K	11.48M	9.02K	+5.59%
Dec 31, 2025	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.23%	216.3K	14.58M	11.99K	+5.87%
Dec 31, 2025	CHECCHI CAPITAL ADVISERS, LLC	0.32%	294.88K	19.88M	16.67K	+5.99%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.34%	2.2M	148.23M	139.05K	+6.75%
Dec 31, 2025	SEI INVESTMENTS CO	4.13%	3.9M	262.78M	141.26K	+3.76%
Dec 31, 2025	ADVISORY ALPHA, LLC	0.43%	404.49K	27.28M	9.24K	+2.34%
Dec 31, 2025	BLUESKY WEALTH ADVISORS, LLC	0.43%	393.57K	26.54M	15.7K	+4.15%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.52%	470.54K	31.73M	54.45K	+13.08%
Dec 31, 2025	SUMITOMO LIFE INSURANCE CO	0.53%	502.3K	33.87M	126.3K	+33.59%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.63%	596.52K	40.22M	103K	+20.87%
Dec 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.63%	599K	40.39M	88.99K	+17.45%
Dec 31, 2025	UBS GROUP AG	0.77%	725.37K	48.91M	3.81K	+0.53%
Dec 31, 2025	SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD	0.81%	735.67K	49.61M	-155.23K	-17.42%
Dec 31, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	0.83%	757.85K	51.1M	-176.33K	-18.88%
Dec 31, 2025	MATHER GROUP, LLC.	1%	935.83K	63.1M	26.72K	+2.94%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.34%	1.26M	84.94M	-24.86K	-1.94%
Dec 31, 2025	VARMA MUTUAL PENSION INSURANCE CO	1.37%	1.25M	84.29M	0	0
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	1.38%	1.3M	87.89M	-43.58K	-3.24%
Dec 31, 2025	SAVANT CAPITAL, LLC	1.4%	1.33M	89.45M	-2.35K	-0.18%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.42%	1.33M	89.75M	23.06K	+1.76%
Dec 31, 2025	WEALTHFRONT ADVISERS LLC	2.98%	2.72M	183.32M	2.72M	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	3.32%	3.12M	210.48M	102.65K	+3.40%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.65%	3.43M	231.2M	-248.78K	-6.76%
Dec 31, 2025	MARION WEALTH MANAGEMENT	0.22%	200.13K	13.55M	6.87K	+3.55%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.3%	273.15K	18.42M	273.15K	+100.00%
Dec 31, 2025	TRUST CO	0.29%	266.34K	17.96M	12.54K	+4.94%
Dec 31, 2025	CAPE COD FIVE CENTS SAVINGS BANK	0.3%	279.58K	18.56M	0	0
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.82%	1.72M	115.84M	116.87K	+7.30%
Dec 31, 2025	GP BRINSON INVESTMENTS LLC	0.15%	136.58K	9.21M	50.1K	+57.93%
Dec 31, 2025	TD PRIVATE CLIENT WEALTH LLC	0.15%	139.25K	9.39M	12.92K	+10.23%
Dec 31, 2025	JPMORGAN CHASE & CO	4.52%	4.12M	277.61M	27.46K	+0.67%
Dec 31, 2025	BETTERMENT LLC	4.96%	4.66M	314.21M	1.35M	+40.58%
Dec 31, 2025	BLUESTEM WEALTH PARTNERS, LLC	0.19%	178.19K	12.02M	178.19K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.23%	218.21K	14.71M	12.08K	+5.86%
Dec 31, 2025	BLACKROCK, INC.	0.21%	195.47K	13.18M	87K	+80.20%
Dec 31, 2025	KEUDELL/MORRISON WEALTH MANAGEMENT	0.31%	293.51K	19.79M	293.51K	+100.00%
Dec 31, 2025	ALLIANZ SE	0.4%	377.1K	25.43M	377.1K	+100.00%
Dec 31, 2025	MORGAN STANLEY	1.8%	1.7M	114.42M	-64.94K	-3.69%
Dec 31, 2025	STRATEGIC FINANCIAL SERVICES, INC,	0.23%	220.84K	14.92M	9.18K	+4.34%
Dec 31, 2025	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	0.24%	223.84K	15.09M	-163.96K	-42.28%
Dec 31, 2025	COLUMBUS MACRO, LLC	0.24%	220.2K	14.85M	13.28K	+6.42%
Dec 31, 2025	FINANCIAL ALTERNATIVES, INC	0.24%	220.99K	14.9M	14.93K	+7.25%
Dec 31, 2025	REGIMEN WEALTH, LLC	0.24%	230.39K	15.54M	4.23K	+1.87%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.24%	222.89K	15.03M	7.67K	+3.56%
Dec 31, 2025	MAROTTA ASSET MANAGEMENT	0.27%	242.17K	16.33M	-1.28K	-0.52%
Dec 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.27%	246K	16.59M	122K	+98.39%
Dec 31, 2025	MARKS WEALTH, LLC	0.27%	247.68K	16.7M	247.68K	+100.00%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.36%	338.37K	22.82M	-77.71K	-18.68%
Sep 30, 2025	SAVANT CAPITAL, LLC	1.61%	1.34M	89.33M	128.82K	+10.68%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.63%	1.35M	90.11M	-13.71K	-1.01%
Sep 30, 2025	USS INVESTMENT MANAGEMENT LTD	0.51%	420K	28.1M	0	0
Sep 30, 2025	MORGAN STANLEY	2.13%	1.76M	117.86M	491.89K	+38.74%
Sep 30, 2025	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.25%	204.31K	13.67M	204.31K	+100.00%
Sep 30, 2025	BLUESKY WEALTH ADVISORS, LLC	0.46%	377.88K	25.28M	6.35K	+1.71%
Sep 30, 2025	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	0.47%	387.8K	25.94M	387.8K	+100.00%
Sep 30, 2025	ADVISORY ALPHA, LLC	0.48%	395.25K	26.42M	20.76K	+5.54%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.94%	1.6M	107.11M	484.96K	+43.45%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.7%	577.46K	38.63M	221.8K	+62.36%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.49%	2.06M	137.76M	44.44K	+2.21%
Sep 30, 2025	ROYAL BANK OF CANADA	3.65%	3.02M	201.96M	110.09K	+3.78%
Sep 30, 2025	BETTERMENT LLC	4.01%	3.31M	221.75M	1.85M	+125.60%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.45%	3.68M	246.03M	757.31K	+25.93%
Sep 30, 2025	SEI INVESTMENTS CO	4.54%	3.76M	251.28M	125.36K	+3.45%
Sep 30, 2025	JPMORGAN CHASE & CO	4.95%	4.09M	273.59M	480.78K	+13.32%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.26%	215.22K	14.4M	11.64K	+5.72%
Sep 30, 2025	UBS GROUP AG	0.87%	721.56K	48.27M	17.55K	+2.49%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.55%	1.28M	85.94M	49.05K	+3.97%
Sep 30, 2025	AMERAUDI ASSET MANAGEMENT, INC.	0.1%	84.3K	5.64M	7.31K	+9.50%
Sep 30, 2025	GP BRINSON INVESTMENTS LLC	0.1%	86.48K	5.79M	0	0
Sep 30, 2025	BROWN WEALTH MANAGEMENT, LLC	0.11%	88.11K	5.89M	3.61K	+4.28%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.11%	90.98K	6.09M	-25	-0.03%
Sep 30, 2025	CALAMOS ADVISORS LLC	0.11%	93.4K	6.25M	50.09K	+115.65%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.11%	93.76K	6.27M	-10.46K	-10.03%
Sep 30, 2025	CITY STATE BANK	0.13%	107.91K	7.22M	-193	-0.18%
Sep 30, 2025	BLACKROCK, INC.	0.13%	108.48K	7.26M	-13.68K	-11.20%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.15%	124K	8.3M	15K	+13.76%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.15%	124.19K	8.31M	124.19K	+100.00%
Sep 30, 2025	TD PRIVATE CLIENT WEALTH LLC	0.15%	126.32K	8.45M	-23.74K	-15.82%
Sep 30, 2025	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.15%	127.84K	8.55M	9.27K	+7.82%
Sep 30, 2025	CITIGROUP INC	0.17%	141.31K	9.45M	10.2K	+7.78%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.2%	167.13K	10.83M	82.79K	+98.17%
Sep 30, 2025	W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO	0.19%	153.86K	10.29M	1.1K	+0.72%
Sep 30, 2025	HURLOW WEALTH MANAGEMENT GROUP, INC.	0.19%	155.98K	10.44M	11.79K	+8.18%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.19%	161.17K	10.78M	58.56K	+57.07%
Sep 30, 2025	FULL SAIL CAPITAL, LLC	0.4%	327.52K	21.91M	-11.36K	-3.35%
Sep 30, 2025	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.2%	162.2K	10.85M	-4.79K	-2.87%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.21%	176.41K	11.8M	35.61K	+25.29%
Sep 30, 2025	MARION WEALTH MANAGEMENT	0.23%	193.26K	12.93M	2.41K	+1.26%
Sep 30, 2025	TRUST CO	0.31%	253.8K	16.98M	83.65K	+49.16%
Sep 30, 2025	ALLIANZ INVESTMENT MANAGEMENT U.S. LLC	0.46%	377.1K	25.23M	0	0
Sep 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.62%	510.01K	34.12M	55.27K	+12.15%
Sep 30, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	1.13%	934.17K	62.5M	39.41K	+4.40%
Sep 30, 2025	SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD	1.08%	890.9K	59.6M	169.38K	+23.47%
Sep 30, 2025	MATHER GROUP, LLC.	1.1%	909.11K	60.82M	29.65K	+3.37%
Sep 30, 2025	FINANCIAL ALTERNATIVES, INC	0.25%	206.06K	13.79M	6.99K	+3.51%
Sep 30, 2025	ASSETMARK, INC	0.33%	273.95K	18.33M	93.54K	+51.85%
Sep 30, 2025	LPL FINANCIAL LLC	0.4%	327.77K	21.93M	469	+0.14%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.5%	416.08K	27.84M	416.08K	+100.00%
Sep 30, 2025	CHECCHI CAPITAL ADVISERS, LLC	0.34%	278.21K	18.61M	19.9K	+7.71%
Sep 30, 2025	CAPE COD FIVE CENTS SAVINGS BANK	0.34%	279.58K	18.56M	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.25%	206.13K	13.79M	28.06K	+15.76%
Sep 30, 2025	COLUMBUS MACRO, LLC	0.25%	206.92K	13.84M	17.56K	+9.28%
Sep 30, 2025	STRATEGIC FINANCIAL SERVICES, INC,	0.26%	211.67K	14.16M	2.64K	+1.26%
Sep 30, 2025	REGIMEN WEALTH, LLC	0.27%	226.16K	15.12M	3.98K	+1.79%
Sep 30, 2025	MAROTTA ASSET MANAGEMENT	0.29%	243.45K	16.26M	957	+0.39%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.34%	278.23K	18.61M	145.27K	+109.27%
Sep 30, 2025	TOROSO INVESTMENTS, LLC	0.35%	293.24K	19.53M	182.2K	+164.09%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.38%	317.56K	21.24M	9.81K	+3.19%
Sep 30, 2025	GREYSTONE FINANCIAL GROUP, LLC	0.39%	325K	21.74M	325K	+100.00%
Sep 30, 2025	MCILRATH & ECK, LLC	0.42%	346.37K	23.17M	30.57K	+9.68%
Sep 30, 2025	SUMITOMO LIFE INSURANCE CO	0.45%	376K	25.15M	265.8K	+241.20%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.5%	416.09K	27.84M	312.86K	+303.05%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.6%	493.52K	33.03M	-14.47M	-96.70%
Sep 30, 2025	VARMA MUTUAL PENSION INSURANCE CO	1.51%	1.25M	83.63M	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.58%	1.31M	87.5M	15.75K	+1.22%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.74%	1.29M	84.45M	236.23K	+22.37%
Jun 30, 2025	USS INVESTMENT MANAGEMENT LTD	0.57%	420K	27.45M	0	0
Jun 30, 2025	ADVISORY ALPHA, LLC	0.5%	374.49K	24.47M	-7.35K	-1.92%
Jun 30, 2025	LPL FINANCIAL LLC	0.44%	327.3K	21.39M	39.02K	+13.53%
Jun 30, 2025	MCILRATH & ECK, LLC	0.42%	315.8K	20.64M	20.47K	+6.93%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	307.75K	20.11M	52.8K	+20.71%
Jun 30, 2025	CHECCHI CAPITAL ADVISERS, LLC	0.35%	258.31K	16.88M	3.4K	+1.33%
Jun 30, 2025	STRATEGIC FINANCIAL SERVICES, INC,	0.28%	209.02K	13.66M	2.85K	+1.38%
Jun 30, 2025	KEUDELL/MORRISON WEALTH MANAGEMENT	0.27%	203.77K	13.32M	5.98K	+3.02%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.27%	203.58K	13.3M	6.21K	+3.15%
Jun 30, 2025	FINANCIAL ALTERNATIVES, INC	0.27%	199.07K	13.01M	5.32K	+2.75%
Jun 30, 2025	MARION WEALTH MANAGEMENT	0.26%	190.85K	12.47M	4.11K	+2.20%
Jun 30, 2025	CITIGROUP INC	0.18%	131.11K	8.57M	7.39K	+5.97%
Jun 30, 2025	MAROTTA ASSET MANAGEMENT	0.33%	242.49K	15.85M	-7.84K	-3.13%
Jun 30, 2025	COLUMBUS MACRO, LLC	0.25%	189.36K	12.37M	-1.01K	-0.53%
Jun 30, 2025	REGIMEN WEALTH, LLC	0.3%	222.18K	14.52M	66.86K	+43.05%
Jun 30, 2025	CAPE COD FIVE CENTS SAVINGS BANK	0.38%	279.58K	18.56M	0	0
Jun 30, 2025	ALLIANZ INVESTMENT MANAGEMENT U.S. LLC	0.51%	377.1K	24.64M	0	0
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	20.13%	14.96M	973.48M	604.58K	+4.21%
Jun 30, 2025	SEI INVESTMENTS CO	4.89%	3.63M	237.26M	126.39K	+3.61%
Jun 30, 2025	JPMORGAN CHASE & CO	4.86%	3.61M	235.84M	201.44K	+5.91%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.93%	2.92M	190.84M	373.68K	+14.67%
Jun 30, 2025	ROYAL BANK OF CANADA	3.91%	2.91M	190.08M	357.03K	+13.99%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.71%	2.01M	131.67M	294.02K	+17.09%
Jun 30, 2025	BETTERMENT LLC	1.98%	1.47M	96.02M	-187.1K	-11.30%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	1.83%	1.36M	88.92M	-16.07K	-1.17%
Jun 30, 2025	MORGAN STANLEY	1.71%	1.27M	82.99M	152.56K	+13.65%
Jun 30, 2025	VARMA MUTUAL PENSION INSURANCE CO	1.68%	1.25M	81.69M	-800K	-39.02%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.66%	1.24M	80.74M	-1.17K	-0.09%
Jun 30, 2025	SAVANT CAPITAL, LLC	1.62%	1.21M	78.84M	215.68K	+21.77%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.5%	1.12M	72.94M	-708K	-38.81%
Jun 30, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	1.2%	894.77K	58.47M	0	0
Jun 30, 2025	MATHER GROUP, LLC.	1.18%	879.46K	57.47M	22.38K	+2.61%
Jun 30, 2025	SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD	0.97%	721.52K	47.15M	-253.92K	-26.03%
Jun 30, 2025	UBS GROUP AG	0.95%	704.01K	46.01M	-11.3K	-1.58%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.47%	350.77K	22.92M	-95.23K	-21.35%
Jun 30, 2025	BLUESKY WEALTH ADVISORS, LLC	0.5%	371.53K	24.28M	-819	-0.22%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.48%	355.66K	23.24M	-113.8K	-24.24%
Jun 30, 2025	FULL SAIL CAPITAL, LLC	0.46%	338.89K	22.15M	17.82K	+5.55%
Jun 30, 2025	ASSETMARK, INC	0.24%	180.41K	11.79M	-148.47K	-45.14%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.24%	178.07K	11.64M	-39	-0.02%
Jun 30, 2025	TRUST CO	0.23%	170.15K	11.12M	170.15K	+100.00%
Jun 30, 2025	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.22%	166.99K	10.91M	-2.29K	-1.35%
Jun 30, 2025	W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO	0.21%	152.76K	9.98M	-65.02K	-29.86%
Jun 30, 2025	TD PRIVATE CLIENT WEALTH LLC	0.2%	150.06K	9.81M	3.18K	+2.16%
Jun 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.61%	454.74K	29.72M	329.16K	+262.12%
Jun 30, 2025	FINANCIAL GRAVITY COMPANIES, INC.	0.52%	384.11K	12.61M	384.11K	+100.00%
Jun 30, 2025	HURLOW WEALTH MANAGEMENT GROUP, INC.	0.19%	144.19K	9.42M	10.88K	+8.16%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.19%	140.8K	9.2M	30.5K	+27.65%
Jun 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.18%	136.29K	8.91M	3.13K	+2.35%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.18%	132.95K	8.69M	109.82K	+474.70%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	1.05%	857.79K	55.07M	84.91K	+10.99%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	17.65%	14.36M	919.64M	327.72K	+2.34%
Mar 31, 2025	JPMORGAN CHASE & CO	4.19%	3.41M	218.75M	210.46K	+6.58%
Mar 31, 2025	ROYAL BANK OF CANADA	3.14%	2.55M	163.82M	2.13M	+505.45%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	2.24%	1.82M	117.11M	-73.08K	-3.85%
Mar 31, 2025	BETTERMENT LLC	2.04%	1.66M	106.34M	-195.76K	-10.57%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.69%	1.38M	88.39M	-230.92K	-14.36%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.52%	1.24M	79.39M	-76.48K	-5.82%
Mar 31, 2025	MORGAN STANLEY	1.37%	1.12M	71.73M	-21.79K	-1.91%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.3%	1.06M	67.79M	29.23K	+2.85%
Mar 31, 2025	LPL FINANCIAL LLC	0.35%	288.28K	18.51M	4.23K	+1.49%
Mar 31, 2025	W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO	0.27%	217.78K	13.98M	-21.71K	-9.07%
Mar 31, 2025	FINANCIAL ALTERNATIVES, INC	0.24%	193.75K	12.44M	11.8K	+6.48%
Mar 31, 2025	COLUMBUS MACRO, LLC	0.23%	190.37K	12.22M	13.31K	+7.51%
Mar 31, 2025	MARION WEALTH MANAGEMENT	0.23%	186.74K	11.99M	9.19K	+5.18%
Mar 31, 2025	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.22%	182.32K	11.7M	182.32K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.22%	178.11K	11.43M	10.88K	+6.50%
Mar 31, 2025	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.21%	169.28K	10.87M	-1.7K	-0.99%
Mar 31, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.19%	155.55K	9.99M	35.94K	+30.05%
Mar 31, 2025	REGIMEN WEALTH, LLC	0.19%	155.32K	9.97M	3.31K	+2.18%
Mar 31, 2025	MATHER GROUP, LLC.	1.05%	857.08K	55.02M	43.98K	+5.41%
Mar 31, 2025	UBS GROUP AG	0.88%	715.31K	45.92M	198.64K	+38.45%
Mar 31, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	0.97%	791.68K	57.44M	4.68K	+0.59%
Mar 31, 2025	MAROTTA ASSET MANAGEMENT	0.31%	250.33K	16.61M	4.2K	+1.71%
Mar 31, 2025	CAPE COD FIVE CENTS SAVINGS BANK	0.34%	279.58K	18.56M	0	0
Mar 31, 2025	MCILRATH & ECK, LLC	0.36%	295.33K	18.96M	41.33K	+16.27%
Mar 31, 2025	SAVANT CAPITAL, LLC	1.22%	990.78K	63.61M	214.38K	+27.61%
Mar 31, 2025	SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD	1.2%	975.44K	62.62M	-12.05K	-1.22%
Mar 31, 2025	TD PRIVATE CLIENT WEALTH LLC	0.18%	146.88K	9.43M	2.23K	+1.54%
Mar 31, 2025	SEI INVESTMENTS CO	4.31%	3.5M	224.98M	36.11K	+1.04%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.13%	2.55M	163.49M	-362.31K	-12.46%
Mar 31, 2025	VARMA MUTUAL PENSION INSURANCE CO	2.52%	2.05M	131.61M	0	0
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.12%	1.72M	110.47M	141.05K	+8.93%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.27%	220.22K	14.29M	0	0
Mar 31, 2025	FULL SAIL CAPITAL, LLC	0.39%	321.07K	20.61M	11.8K	+3.81%
Mar 31, 2025	ASSETMARK, INC	0.4%	328.88K	21.11M	-24K	-6.80%
Mar 31, 2025	BLUESKY WEALTH ADVISORS, LLC	0.46%	372.35K	23.9M	6.77K	+1.85%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.55%	446K	28.63M	-241.79K	-35.15%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.58%	469.46K	30.14M	-316.9K	-40.30%
Mar 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.16%	133.16K	8.55M	3.25K	+2.50%
Mar 31, 2025	HILLTOP PARTNERS LLC	0.19%	151.39K	9.72M	31.86K	+26.65%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.24%	197.37K	12.67M	-4.16K	-2.06%
Mar 31, 2025	KEUDELL/MORRISON WEALTH MANAGEMENT	0.24%	197.79K	12.7M	-569	-0.29%
Mar 31, 2025	STRATEGIC FINANCIAL SERVICES, INC,	0.25%	206.17K	13.24M	-2.28K	-1.09%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.31%	254.95K	16.37M	-7.79K	-2.96%
Mar 31, 2025	ALLIANZ INVESTMENT MANAGEMENT U.S. LLC	0.46%	377.1K	23.79M	0	0
Mar 31, 2025	HURLOW WEALTH MANAGEMENT GROUP, INC.	0.16%	133.31K	8.56M	4.03K	+3.11%
Mar 31, 2025	CHECCHI CAPITAL ADVISERS, LLC	0.31%	254.91K	16.37M	61.2K	+31.59%
Mar 31, 2025	ADVISORY ALPHA, LLC	0.47%	381.84K	24.5M	-884	-0.23%
Mar 31, 2025	USS INVESTMENT MANAGEMENT LTD	0.52%	420K	26.97M	-410K	-49.40%
Mar 31, 2025	SUMITOMO LIFE INSURANCE CO	0.54%	440.7K	28.29M	161.6K	+57.90%
Mar 31, 2024	VARMA MUTUAL PENSION INSURANCE CO	2.81%	2.25M	143.66M	0	0
Mar 31, 2024	W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO	0.27%	219.27K	14M	4.31K	+2.01%
Mar 31, 2024	BLACKROCK INC.	0.28%	204.88K	13.08M	40.63K	+24.74%
Mar 31, 2024	SUMITOMO LIFE INSURANCE CO	0.3%	238.7K	14.73M	-241.5K	-50.29%
Mar 31, 2024	MAROTTA ASSET MANAGEMENT	0.31%	248.98K	15.9M	4.04K	+1.65%
Mar 31, 2024	CAPE COD FIVE CENTS SAVINGS BANK	0.33%	264.39K	16.88M	16.81K	+6.79%
Mar 31, 2024	FULL SAIL CAPITAL, LLC	0.33%	264.46K	16.89M	26.12K	+10.96%
Mar 31, 2024	GLOBAL ASSETS ADVISORY, LLC	0.33%	265.4K	4.2M	265.4K	+100.00%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.33%	267.27K	17.07M	239.38K	+858.47%
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	0.37%	294.92K	18.83M	283.76K	+2,543.34%
Mar 31, 2024	ADVISORY ALPHA, LLC	0.41%	325.7K	20.8M	319.02K	+4,773.57%
Mar 31, 2024	STRATEGIC FINANCIAL SERVICES, INC,	0.43%	346.5K	22.12M	15.24K	+4.60%
Mar 31, 2024	VERSANT CAPITAL MANAGEMENT, INC	0.44%	353.53K	22.57M	-6.24K	-1.74%
Mar 31, 2024	ASSETMARK, INC	0.45%	364.43K	23.27M	56.96K	+18.52%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.47%	339.33K	21.67M	-11.08K	-3.16%
Mar 31, 2024	ALLIANZ INVESTMENT MANAGEMENT U.S. LLC	0.47%	377.1K	24.08M	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.49%	351.93K	22.47M	-4.3K	-1.21%
Mar 31, 2024	EP WEALTH ADVISORS, LLC	0.6%	482.24K	30.79M	32.18K	+7.15%
Mar 31, 2024	UBS GROUP AG	0.68%	494.67K	31.58M	85.23K	+20.82%
Mar 31, 2024	PACIFIC LIFE FUND ADVISORS LLC	0.78%	626.21K	39.98M	24.66K	+4.10%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.83%	605.22K	38.64M	68.72K	+12.81%
Mar 31, 2024	MORGAN STANLEY	0.85%	618.74K	39.51M	166.47K	+36.81%
Mar 31, 2024	MATHER GROUP, LLC.	0.86%	688.8K	43.91M	-2.73K	-0.39%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.9%	718.92K	45.9M	24.43K	+3.52%
Mar 31, 2024	MORNINGSTAR INVESTMENT SERVICES LLC	0.98%	784.95K	50.34M	-608.09K	-43.65%
Mar 31, 2024	BANK JULIUS BAER & CO. LTD, ZURICH	1.01%	812.28K	51.86M	-1.4K	-0.17%
Mar 31, 2024	GENTRUST, LLC	1.04%	837.59K	53.48M	30.94K	+3.84%
Mar 31, 2024	SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD	1.31%	1.05M	67.2M	108.06K	+11.44%
Mar 31, 2024	USS INVESTMENT MANAGEMENT LTD	1.42%	1.14M	72.91M	0	0
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.62%	1.18M	75.03M	311.33K	+36.04%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.75%	1.27M	81.05M	-617.07K	-32.71%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	2.34%	1.7M	108.53M	32.87K	+1.97%
Mar 31, 2024	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.22%	178.49K	11.4M	9.99K	+5.93%
Mar 31, 2024	BETTERMENT LLC	2.63%	2.11M	134.63M	-104.3K	-4.71%
Mar 31, 2024	SAGEVIEW ADVISORY GROUP, LLC	2.65%	2.12M	167.01M	2.12M	+52,562.53%
Mar 31, 2024	SEI INVESTMENTS CO	4.78%	3.47M	221.53M	-789.93K	-18.54%
Mar 31, 2024	JPMORGAN CHASE & CO	14.19%	10.29M	656.98M	10.04M	+3,993.17%
Mar 31, 2024	HILLTOP PARTNERS LLC	0.14%	102.09K	6.52M	9.39K	+10.12%
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.15%	107.77K	6.88M	5.5K	+5.38%
Mar 31, 2024	HURLOW WEALTH MANAGEMENT GROUP, INC.	0.16%	115.6K	7.38M	1.43K	+1.25%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.16%	119.05K	7.6M	-5.02K	-4.04%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.16%	119.39K	7.62M	-69	-0.06%
Mar 31, 2024	REGIMEN WEALTH, LLC	0.19%	139.51K	8.91M	2.1K	+1.53%
Mar 31, 2024	MCILRATH & ECK, LLC	0.21%	150.31K	9.6M	8.06K	+5.67%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.94%	2.13M	136.12M	281.61K	+15.22%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	0.19%	150.45K	9.61M	-5.82K	-3.72%
Mar 31, 2024	INTEGRIS WEALTH MANAGEMENT, LLC	0.19%	152.51K	9.74M	5.84K	+3.98%
Mar 31, 2024	FINANCIAL ALTERNATIVES, INC	0.2%	157.65K	10.07M	11.64K	+7.97%
Mar 31, 2024	MARION WEALTH MANAGEMENT	0.2%	158.71K	10.13M	2.56K	+1.64%
Mar 31, 2024	BESSEMER GROUP INC	0.2%	159.62K	10.19M	159.62K	+100.00%
Mar 31, 2024	LPL FINANCIAL LLC	0.33%	241.14K	15.4M	13.08K	+5.73%
Mar 31, 2024	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.2%	161.48K	10.29M	0	0
Mar 31, 2024	CHECCHI CAPITAL ADVISERS, LLC	0.21%	168.24K	10.74M	5.68K	+3.49%
Mar 31, 2024	PICTET NORTH AMERICA ADVISORS SA	0.23%	180.71K	11.54M	180.71K	+100.00%
Mar 31, 2024	KEUDELL/MORRISON WEALTH MANAGEMENT	0.24%	193.74K	12.37M	963	+0.50%
Mar 31, 2024	SAVANT CAPITAL, LLC	0.24%	194.37K	12.41M	93.65K	+92.98%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.24%	194.55K	12.42M	16.21K	+9.09%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.62%	1.85M	117.95M	791.23K	+74.72%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2.67%	1.89M	120.26M	103.6K	+5.81%
Dec 31, 2023	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	2.96%	2.09M	161.78M	0	0
Dec 31, 2023	BETTERMENT LLC	3.13%	2.21M	141.07M	79.99K	+3.75%
Dec 31, 2023	VARMA MUTUAL PENSION INSURANCE CO	3.19%	2.25M	143.44M	250K	+12.50%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	5.09%	3.6M	229.28M	108.58K	+3.11%
Dec 31, 2023	INTEGRIS WEALTH MANAGEMENT, LLC	0.21%	146.66K	9.35M	-244	-0.17%
Dec 31, 2023	FINANCIAL ALTERNATIVES, INC	0.21%	146.01K	9.31M	-5.27K	-3.48%
Dec 31, 2023	MCILRATH & ECK, LLC	0.2%	142.25K	9.07M	7.69K	+5.71%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.18%	124.06K	7.91M	-49.95K	-28.70%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	0.17%	119.46K	7.62M	8.49K	+7.65%
Dec 31, 2023	MARINER, LLC	0.17%	123.54K	7.88M	-4.01K	-3.15%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	2.36%	1.67M	106.26M	-18.71K	-1.11%
Dec 31, 2023	MORNINGSTAR INVESTMENT SERVICES LLC	1.97%	1.39M	89.09M	865.02K	+163.82%
Dec 31, 2023	USS INVESTMENT MANAGEMENT LTD	1.62%	1.14M	72.82M	0	0
Dec 31, 2023	SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD	1.34%	944.44K	60.21M	-157.15K	-14.27%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.22%	863.79K	55.07M	-261.96K	-23.27%
Dec 31, 2023	BANK JULIUS BAER & CO. LTD, ZURICH	1.15%	813.67K	51.87M	35.79K	+4.60%
Dec 31, 2023	GENTRUST, LLC	1.14%	806.65K	51.42M	10.87K	+1.37%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.98%	694.48K	44.27M	-1.35K	-0.19%
Dec 31, 2023	MATHER GROUP, LLC.	0.98%	691.53K	44.08M	49.63K	+7.73%
Dec 31, 2023	PACIFIC LIFE FUND ADVISORS LLC	0.85%	601.56K	38.35M	-16.61K	-2.69%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.76%	536.5K	34.2M	265.61K	+98.05%
Dec 31, 2023	SUMITOMO LIFE INSURANCE CO	0.68%	480.2K	30.61M	169.5K	+54.55%
Dec 31, 2023	MORGAN STANLEY	0.64%	452.27K	28.83M	42.73K	+10.43%
Dec 31, 2023	EP WEALTH ADVISORS, LLC	0.64%	450.06K	28.69M	50.56K	+12.66%
Dec 31, 2023	UBS GROUP AG	0.58%	409.44K	26.1M	-209.44K	-33.84%
Dec 31, 2023	ALLIANZ INVESTMENT MANAGEMENT U.S. LLC	0.53%	377.1K	24.04M	0	0
Dec 31, 2023	VERSANT CAPITAL MANAGEMENT, INC	0.51%	359.77K	22.94M	10.92K	+3.13%
Dec 31, 2023	ROYAL BANK OF CANADA	0.5%	356.23K	22.71M	50.94K	+16.69%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.5%	350.41K	22.34M	41.1K	+13.29%
Dec 31, 2023	SEI INVESTMENTS CO	6.03%	4.26M	271.58M	-199.48K	-4.47%
Dec 31, 2023	BLUESKY WEALTH ADVISORS, LLC	0.48%	341.48K	21.77M	18.73K	+5.80%
Dec 31, 2023	STRATEGIC FINANCIAL SERVICES, INC,	0.47%	331.26K	21.12M	7.94K	+2.45%
Dec 31, 2023	ASSETMARK, INC	0.44%	307.48K	19.6M	195.75K	+175.21%
Dec 31, 2023	JPMORGAN CHASE & CO	0.36%	251.38K	16.02M	49.86K	+24.74%
Dec 31, 2023	CAPE COD FIVE CENTS SAVINGS BANK	0.35%	247.58K	15.78M	-237.62K	-48.97%
Dec 31, 2023	MAROTTA ASSET MANAGEMENT	0.35%	244.94K	15.61M	-5.12K	-2.05%
Dec 31, 2023	FULL SAIL CAPITAL, LLC	0.34%	238.34K	15.19M	175.23K	+277.69%
Dec 31, 2023	LPL FINANCIAL LLC	0.32%	228.06K	14.54M	20.49K	+9.87%
Dec 31, 2023	W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO	0.3%	214.96K	13.7M	-106	-0.05%
Dec 31, 2023	ASSET MANAGEMENT RESOURCES, LLC	0.28%	197.65K	12.6M	1.81K	+0.92%
Dec 31, 2023	KEUDELL/MORRISON WEALTH MANAGEMENT	0.27%	192.77K	12.29M	-3.85K	-1.96%
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0.25%	178.35K	11.37M	5.06K	+2.92%
Dec 31, 2023	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.24%	168.51K	10.74M	-1.65K	-0.97%
Dec 31, 2023	BLACKROCK INC.	0.23%	164.25K	10.47M	-12.57K	-7.11%
Dec 31, 2023	REGIMEN WEALTH, LLC	0.19%	137.41K	8.8M	6.57K	+5.02%
Dec 31, 2023	CHECCHI CAPITAL ADVISERS, LLC	0.23%	162.56K	10.36M	2.98K	+1.86%
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	0.22%	156.27K	9.96M	24.53K	+18.62%
Dec 31, 2023	MARION WEALTH MANAGEMENT	0.22%	156.15K	9.95M	5.22K	+3.46%

Frequently Asked Questions