| 5/13/2024 | Cedar Wealth Management LLC | 165,709 | $7.23M | 2.4% | -18.4% | 0.010% | |
| 5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 5,025 | $219K | 0.0% | -67.6% | 0.000% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 1,932,005 | $84.27M | 0.9% | +13.1% | 0.112% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 19,075 | $832K | 0.0% | -2.9% | 0.001% | |
| 5/13/2024 | Rockport Wealth LLC | 4,926 | $215K | 0.1% | N/A | 0.000% | |
| 5/11/2024 | Spreng Capital Management Inc. | 28,147 | $1.23M | 0.7% | -15.2% | 0.002% | |
|
| 5/11/2024 | Bahl & Gaynor Inc. | 14,455 | $631K | 0.0% | -19.4% | 0.001% | |
| 5/11/2024 | Trustmark National Bank Trust Department | 6,175 | $269K | 0.0% | +4.6% | 0.000% | |
| 5/11/2024 | Davis R M Inc. | 7,787 | $340K | 0.0% | -16.3% | 0.000% | |
| 5/11/2024 | Covestor Ltd | 1,047 | $46K | 0.0% | +33.4% | 0.000% | |
| 5/11/2024 | ESL Trust Services LLC | 1,300 | $57K | 0.0% | N/A | 0.000% | |
| 5/11/2024 | Jacobi Capital Management LLC | 22,156 | $966K | 0.1% | +4.7% | 0.001% | |
| 5/11/2024 | Edgestream Partners L.P. | 46,322 | $2.02M | 0.1% | +66.2% | 0.003% | |
| 5/11/2024 | Cercano Management LLC | 76,086 | $3.32M | 0.1% | +722.0% | 0.004% | |
| 5/11/2024 | Patten & Patten Inc. TN | 14,293 | $623K | 0.0% | +1.6% | 0.001% | |
| 5/10/2024 | Osaic Holdings Inc. | 1,333,490 | $58.18M | 0.1% | -14.7% | 0.078% | |
| 5/10/2024 | Acadian Asset Management LLC | 1,504,144 | $65.60M | 0.2% | -4.9% | 0.088% | |
| 5/10/2024 | Capital Management Corp VA | 184,311 | $8.04M | 1.5% | -26.0% | 0.011% | |
| 5/10/2024 | TIAA Trust National Association | 59,429 | $2.59M | 0.0% | +4.4% | 0.003% | |
| 5/10/2024 | Vanguard Group Inc. | 159,923,518 | $6.98B | 0.1% | +0.1% | 9.311% | |
| 5/10/2024 | Cornerstone Advisors LLC | 73,300 | $3.20M | 0.1% | -5.2% | 0.004% | |
| 5/10/2024 | Intech Investment Management LLC | 478,002 | $20.85M | 0.3% | +44.2% | 0.028% | |
| 5/10/2024 | Resolute Advisors LLC | 11,271 | $503K | 0.1% | +2.4% | 0.001% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 14,792 | $623K | 0.1% | -1.7% | 0.001% | |
| 5/10/2024 | Mitsubishi UFJ Trust & Banking Corp | 993,363 | $43.33M | 0.1% | -5.5% | 0.058% | |
| 5/10/2024 | Pinnacle Wealth Planning Services Inc. | 8,670 | $378K | 0.1% | -21.7% | 0.001% | |
| 5/10/2024 | Councilmark Asset Management LLC | 7,966 | $347K | 0.2% | N/A | 0.000% | |
| 5/10/2024 | First Foundation Advisors | 29,199 | $1.27M | 0.1% | -4.6% | 0.002% | |
| 5/10/2024 | Prevail Innovative Wealth Advisors LLC | 65,410 | $2.85M | 1.1% | -2.6% | 0.004% | |
| 5/10/2024 | M&G Plc | 87,857 | $3.87M | 0.0% | N/A | 0.005% | |
| 5/10/2024 | Tocqueville Asset Management L.P. | 9,202 | $401K | 0.0% | +30.2% | 0.001% | |
| 5/10/2024 | TCTC Holdings LLC | 365,792 | $15.96M | 0.5% | -0.1% | 0.021% | |
| 5/10/2024 | 1ST Source Bank | 5,327 | $232K | 0.0% | -8.8% | 0.000% | |
| 5/10/2024 | Wintrust Investments LLC | 71,358 | $3.11M | 0.3% | -12.1% | 0.004% | |
| 5/10/2024 | GM Advisory Group LLC | 32,551 | $1.42M | 0.1% | -15.1% | 0.002% | |
| 5/10/2024 | Nwam LLC | 11,733 | $514K | 0.0% | -27.9% | 0.001% | |
| 5/10/2024 | Gratus Wealth Advisors LLC | 5,510 | $228K | 0.0% | -6.7% | 0.000% | |
| 5/9/2024 | RFP Financial Group LLC | 7,020 | $306K | 0.1% | +4.3% | 0.000% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 8,494 | $371K | 0.0% | +41.5% | 0.000% | |
| 5/9/2024 | ProVise Management Group LLC | 46,739 | $2.04M | 0.2% | -17.9% | 0.003% | |
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| 5/9/2024 | Private Portfolio Partners LLC | 25,728 | $1.12M | 0.2% | -22.1% | 0.001% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 148,025 | $6.46M | 0.1% | -8.7% | 0.009% | |
| 5/9/2024 | Blair William & Co. IL | 162,641 | $7.09M | 0.0% | -5.5% | 0.009% | |
| 5/9/2024 | Coho Partners Ltd. | 25,159 | $1.10M | 0.0% | -55.4% | 0.001% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 24,189 | $1.06M | 0.0% | +5.6% | 0.001% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 222,335 | $9.70M | 0.2% | +6.0% | 0.013% | |
| 5/9/2024 | Beacon Investment Advisory Services Inc. | 4,949 | $216K | 0.0% | N/A | 0.000% | |
| 5/9/2024 | Delta Investment Management LLC | 6,866 | $299K | 0.1% | -5.3% | 0.000% | |
| 5/9/2024 | SageView Advisory Group LLC | 36,231 | $1.58M | 0.1% | -7.7% | 0.002% | |
| 5/9/2024 | D Orazio & Associates Inc. | 9,354 | $408K | 0.1% | +12.3% | 0.001% | |
| 5/9/2024 | Mitsubishi UFJ Asset Management Co. Ltd. | 2,083,074 | $90.86M | 0.1% | +18.7% | 0.121% | |
| 5/9/2024 | Foundry Partners LLC | 506,587 | $22.10M | 1.2% | +3.4% | 0.029% | |
| 5/9/2024 | Texas Yale Capital Corp. | 62,523 | $2.73M | 0.1% | -0.5% | 0.004% | |
| 5/9/2024 | Angeles Wealth Management LLC | 7,633 | $333K | 0.0% | N/A | 0.000% | |
| 5/9/2024 | State Board of Administration of Florida Retirement System | 2,111,625 | $94.22M | 0.2% | +3.9% | 0.123% | |
| 5/9/2024 | Pettyjohn Wood & White Inc. | 14,213 | $620K | 0.1% | -2.4% | 0.001% | |
| 5/9/2024 | Rogco LP | 11,849 | $517K | 0.2% | -2.3% | 0.001% | |
| 5/9/2024 | WP Advisors LLC | 33,263 | $1.45M | 0.5% | +14.1% | 0.002% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 19,374 | $845K | 0.1% | -31.9% | 0.001% | |
| 5/8/2024 | William Allan Corp | 4,731 | $206K | 0.1% | N/A | 0.000% | |
| 5/8/2024 | Taurus Asset Management LLC | 15,785 | $689K | 0.1% | -18.1% | 0.001% | |
| 5/8/2024 | Edmond DE Rothschild Holding S.A. | 2,409 | $105K | 0.0% | +18.4% | 0.000% | |
| 5/8/2024 | Cozad Asset Management Inc. | 14,216 | $620K | 0.1% | -16.1% | 0.001% | |
| 5/8/2024 | Heritage Wealth Advisors | 90,816 | $3.96M | 0.1% | +1.2% | 0.005% | |
| 5/8/2024 | Focused Wealth Management Inc | 26,204 | $1.14M | 0.2% | +1.6% | 0.002% | |
| 5/8/2024 | ProShare Advisors LLC | 221,181 | $9.65M | 0.0% | -2.7% | 0.013% | |
| 5/8/2024 | Cognios Beta Neutral Large Cap Fund LP | 13,442 | $586K | 0.8% | -8.4% | 0.001% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 104,994 | $4.58M | 0.0% | -8.4% | 0.006% | |
| 5/8/2024 | US Bancorp DE | 655,079 | $28.58M | 0.0% | -3.3% | 0.038% | |
| 5/8/2024 | Russell Investments Group Ltd. | 483,424 | $21.09M | 0.0% | +8.0% | 0.028% | |
| 5/8/2024 | Washington Trust Advisors Inc. | 10,018 | $437K | 0.0% | -24.2% | 0.001% | |
| 5/8/2024 | Qsemble Capital Management LP | 10,154 | $443K | 0.1% | N/A | 0.001% | |
| 5/8/2024 | QRG Capital Management Inc. | 355,367 | $15.50M | 0.2% | +26.0% | 0.021% | |
| 5/8/2024 | Verus Financial Partners Inc. | 55,316 | $2.41M | 0.3% | -10.3% | 0.003% | |
| 5/8/2024 | Legacy Capital Group California Inc. | 19,575 | $854K | 0.3% | -3.2% | 0.001% | |
| 5/8/2024 | Williams Jones Wealth Management LLC. | 16,949 | $739K | 0.0% | -6.2% | 0.001% | |
| 5/7/2024 | Verus Capital Partners LLC | 50,057 | $2.18M | 0.2% | -1.1% | 0.003% | |
| 5/7/2024 | Capital Square LLC | 63,823 | $2.78M | 2.0% | +3.8% | 0.004% | |
| 5/7/2024 | Meeder Advisory Services Inc. | 24,997 | $1.09M | 0.1% | +1.7% | 0.001% | |
| 5/7/2024 | Pointe Capital Management LLC | 4,926 | $215K | 0.1% | N/A | 0.000% | |
| 5/7/2024 | NorthRock Partners LLC | 123,008 | $5.37M | 0.5% | -10.7% | 0.007% | |
| 5/7/2024 | Fiduciary Family Office LLC | 5,380 | $235K | 0.1% | N/A | 0.000% | |
| 5/7/2024 | Sei Investments Co. | 1,054,101 | $45.98M | 0.1% | +36.7% | 0.061% | |
| 5/7/2024 | GW Henssler & Associates Ltd. | 332,977 | $14.52M | 0.9% | +26.5% | 0.019% | |
| 5/7/2024 | Chilton Capital Management LLC | 3,799 | $166K | 0.0% | +33.2% | 0.000% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 57,475 | $2.51M | 0.1% | -2.8% | 0.003% | |
| 5/7/2024 | Atomi Financial Group Inc. | 5,953 | $260K | 0.0% | +7.2% | 0.000% | |
| 5/7/2024 | Keudell Morrison Wealth Management | 26,964 | $1.18M | 0.4% | +6.2% | 0.002% | |
| 5/7/2024 | Montag A & Associates Inc. | 9,620 | $429K | 0.0% | -11.1% | 0.001% | |
| 5/7/2024 | TCI Wealth Advisors Inc. | 7,299 | $318K | 0.0% | -3.4% | 0.000% | |
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| 5/7/2024 | WealthPLAN Partners LLC | 17,991 | $785K | 0.1% | -21.5% | 0.001% | |
| 5/7/2024 | CarsonAllaria Wealth Management Ltd. | 3,051 | $133K | 0.1% | -14.3% | 0.000% | |
| 5/7/2024 | KCM Investment Advisors LLC | 10,249 | $447K | 0.0% | +92.0% | 0.001% | |
| 5/7/2024 | Tectonic Advisors LLC | 115,518 | $5.04M | 0.4% | +15.2% | 0.007% | |
| 5/7/2024 | Swiss National Bank | 5,296,700 | $231.04M | 0.2% | -4.5% | 0.308% | |
| 5/7/2024 | Hyman Charles D | 106,846 | $4.66M | 0.3% | -3.5% | 0.006% | |
| 5/7/2024 | Highland Capital Management LLC | 89,253 | $3.89M | 0.2% | -1.1% | 0.005% | |
| 5/7/2024 | Illinois Municipal Retirement Fund | 287,177 | $12.53M | 0.2% | +3.8% | 0.017% | |
| 5/7/2024 | Oppenheimer Asset Management Inc. | 403,500 | $17.60M | 0.3% | -9.0% | 0.023% | |
| 5/7/2024 | PFG Advisors | 6,782 | $296K | 0.0% | +4.4% | 0.000% | |
