| 5/17/2024 | New Covenant Trust Company N.A. | 1,396 | $105K | 0.1% | N/A | 0.001% | |
| 5/17/2024 | Beacon Capital Management LLC | 1,481 | $112K | 0.0% | +12,241.7% | 0.001% | |
| 5/17/2024 | Semmax Financial Advisors Inc. | 27,685 | $2.05M | 0.7% | +3.0% | 0.012% | |
| 5/17/2024 | Comerica Bank | 1,018,203 | $76.77M | 0.3% | +11.9% | 0.439% | |
| 5/16/2024 | Redwood Investment Management LLC | 5,395 | $407K | 0.0% | -9.5% | 0.002% | |
| 5/16/2024 | Global Financial Private Client LLC | 6,227 | $465K | 0.2% | -6.7% | 0.003% | |
|
| 5/16/2024 | Slagle Financial LLC | 3,214 | $242K | 0.1% | -45.8% | 0.001% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 104,513 | $7.56M | 0.2% | +24.5% | 0.045% | |
| 5/16/2024 | Waverly Advisors LLC | 33,216 | $2.51M | 0.1% | +3.4% | 0.014% | |
| 5/15/2024 | Ascent Group LLC | 26,514 | $2.00M | 0.2% | +1.1% | 0.011% | |
| 5/15/2024 | SVB Wealth LLC | 3,413 | $257K | 0.0% | -18.3% | 0.001% | |
| 5/15/2024 | Transcendent Capital Group LLC | 2,810 | $212K | 0.1% | N/A | 0.001% | |
| 5/15/2024 | Beaird Harris Wealth Management LLC | 30,670 | $2.31M | 0.2% | +8.7% | 0.013% | |
| 5/15/2024 | BOKF NA | 88,911 | $6.64M | 0.1% | +17.2% | 0.038% | |
| 5/14/2024 | Westwood Holdings Group Inc. | 18,772 | $1.42M | 0.0% | +4.5% | 0.008% | |
| 5/14/2024 | JT Stratford LLC | 15,162 | $1.14M | 0.2% | -5.3% | 0.007% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 17,174 | $1.30M | 0.0% | -2.5% | 0.007% | |
| 5/14/2024 | EP Wealth Advisors LLC | 1,600,959 | $120.71M | 1.4% | +48.2% | 0.690% | |
| 5/14/2024 | OLD Mission Capital LLC | 78,710 | $5.94M | 0.1% | +146.6% | 0.034% | |
| 5/14/2024 | Wellington Wealth Strategies LLC. | 24,402 | $1.84M | 0.9% | N/A | 0.011% | |
| 5/14/2024 | CreativeOne Wealth LLC | 206,613 | $15.58M | 0.6% | +11.1% | 0.089% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 4,961 | $374K | 0.0% | -19.4% | 0.002% | |
| 5/14/2024 | Northwest Wealth Management LLC | 7,618 | $574K | 0.2% | +4.8% | 0.003% | |
| 5/13/2024 | Bessemer Group Inc. | 50,095 | $3.78M | 0.0% | +14.2% | 0.022% | |
| 5/13/2024 | Index Fund Advisors Inc. | 10,297 | $776K | 0.0% | -30.4% | 0.004% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 109,542 | $8.26M | 0.3% | +3.6% | 0.047% | |
| 5/13/2024 | PAX Financial Group LLC | 24,846 | $1.87M | 0.4% | +1.2% | 0.011% | |
| 5/11/2024 | ESL Trust Services LLC | 45,776 | $3.45M | 0.9% | +19.7% | 0.020% | |
| 5/11/2024 | Jacobi Capital Management LLC | 4,226 | $319K | 0.0% | N/A | 0.002% | |
| 5/11/2024 | Edgestream Partners L.P. | 14,254 | $1.08M | 0.1% | N/A | 0.006% | |
| 5/10/2024 | Osaic Holdings Inc. | 1,455,482 | $109.75M | 0.2% | -32.4% | 0.627% | |
| 5/10/2024 | Blue Barn Wealth LLC | 20,379 | $1.54M | 0.9% | +1.5% | 0.009% | |
| 5/10/2024 | TIAA Trust National Association | 1,463,896 | $110.47M | 0.3% | +20.6% | 0.631% | |
| 5/10/2024 | Vanguard Group Inc. | 278,059 | $20.97M | 0.0% | +57.7% | 0.120% | |
| 5/10/2024 | Pinkerton Retirement Specialists LLC | 323,830 | $24.42M | 3.9% | +9.6% | 0.140% | |
| 5/10/2024 | Kelman Lazarov Inc. | 53,835 | $4.06M | 0.8% | -6.5% | 0.023% | |
| 5/10/2024 | Motco | 10,203 | $769K | 0.0% | +8.3% | 0.004% | |
| 5/10/2024 | Nwam LLC | 90,915 | $6.85M | 0.6% | +3.0% | 0.039% | |
| 5/9/2024 | Private Portfolio Partners LLC | 5,776 | $435K | 0.1% | +63.5% | 0.002% | |
| 5/9/2024 | Blair William & Co. IL | 50,557 | $3.81M | 0.0% | -46.9% | 0.022% | |
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| 5/9/2024 | Orion Portfolio Solutions LLC | 214,996 | $16.21M | 0.2% | +5.0% | 0.093% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 20,180 | $1.52M | 0.0% | -11.2% | 0.009% | |
| 5/9/2024 | SageView Advisory Group LLC | 18,300 | $1.38M | 0.1% | -64.3% | 0.008% | |
| 5/9/2024 | Private Management Group Inc. | 5,449 | $411K | 0.0% | N/A | 0.002% | |
| 5/9/2024 | Jacobson & Schmitt Advisors LLC | 224,706 | $16.94M | 4.0% | +10.6% | 0.097% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 9,054 | $683K | 0.1% | +35.6% | 0.004% | |
| 5/8/2024 | FPC Investment Advisory Inc. | 240,025 | $17.62M | 17.4% | N/A | 0.103% | |
| 5/8/2024 | Sheets Smith Wealth Management | 36,252 | $2.73M | 0.3% | -6.5% | 0.016% | |
| 5/8/2024 | TSA Wealth Managment LLC | 3,584 | $270K | 0.1% | N/A | 0.002% | |
| 5/8/2024 | Bleakley Financial Group LLC | 18,737 | $1.41M | 0.0% | -34.9% | 0.008% | |
| 5/8/2024 | Neumann Capital Management LLC | 90,307 | $6.81M | 2.4% | +9.7% | 0.039% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 422,609 | $31.87M | 0.3% | +1.3% | 0.182% | |
| 5/8/2024 | US Bancorp DE | 988,061 | $74.50M | 0.1% | -1.2% | 0.426% | |
| 5/8/2024 | Addison Capital Co | 3,062 | $231K | 0.1% | -8.7% | 0.001% | |
| 5/8/2024 | Hohimer Wealth Management LLC | 14,972 | $1.13M | 0.3% | +103.5% | 0.006% | |
| 5/8/2024 | Mycio Wealth Partners LLC | 14,849 | $1.12M | 0.3% | N/A | 0.006% | |
| 5/8/2024 | Cornerstone Planning Group LLC | 171,340 | $12.70M | 3.9% | +6.6% | 0.074% | |
| 5/8/2024 | Watershed Private Wealth LLC | 2,841 | $214K | 0.1% | -20.4% | 0.001% | |
| 5/8/2024 | Verus Financial Partners Inc. | 514,119 | $38.77M | 4.5% | +3,945.6% | 0.222% | |
| 5/7/2024 | Meeder Advisory Services Inc. | 178,072 | $13.43M | 1.4% | +9.8% | 0.077% | |
| 5/7/2024 | Meeder Asset Management Inc. | 31,424 | $2.37M | 0.1% | +14.2% | 0.014% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 43,544 | $3.28M | 0.7% | +13.2% | 0.019% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 42,315 | $3.19M | 0.1% | +18.4% | 0.018% | |
| 5/7/2024 | Atomi Financial Group Inc. | 4,173 | $315K | 0.0% | -8.4% | 0.002% | |
| 5/7/2024 | Keudell Morrison Wealth Management | 365,325 | $27.55M | 8.3% | -18.7% | 0.157% | |
| 5/7/2024 | Smithfield Trust Co | 205,391 | $15.49M | 0.8% | +17.6% | 0.089% | |
| 5/7/2024 | Bernardo Wealth Planning LLC | 50,005 | $3.77M | 1.0% | -1.8% | 0.022% | |
| 5/7/2024 | Windward Private Wealth Management Inc. | 275,939 | $20.81M | 8.5% | +6.0% | 0.119% | |
| 5/7/2024 | PFG Advisors | 4,031 | $304K | 0.0% | -8.3% | 0.002% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 2,128,419 | $160.48M | 0.6% | -2.0% | 0.917% | |
| 5/6/2024 | Advisory Alpha LLC | 43,316 | $3.27M | 0.1% | -0.5% | 0.019% | |
| 5/4/2024 | Evolution Advisers Inc. | 69,446 | $5.24M | 2.9% | +4.4% | 0.030% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 323,028 | $24.36M | 1.1% | +3.1% | 0.139% | |
| 5/4/2024 | Silver Oak Advisory Group Inc. | 71,847 | $5.42M | 3.0% | +5.0% | 0.031% | |
| 5/4/2024 | Joseph P. Lucia & Associates LLC | 34,944 | $2.64M | 1.4% | +83.8% | 0.015% | |
| 5/4/2024 | Richardson Financial Services Inc. | 1,700 | $128K | 0.1% | N/A | 0.001% | |
| 5/3/2024 | Investments & Financial Planning LLC | 28,452 | $2.15M | 1.5% | +5.7% | 0.012% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 12,475 | $941K | 0.0% | +12.4% | 0.005% | |
| 5/3/2024 | Larson Financial Group LLC | 98,718 | $7.44M | 0.6% | +5.2% | 0.043% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 36,642 | $2.76M | 0.3% | -39.2% | 0.016% | |
| 5/3/2024 | Easterly Investment Partners LLC | 16,692 | $1.26M | 0.1% | +4.3% | 0.007% | |
| 5/3/2024 | Liberty Wealth Management LLC | 3,639 | $274K | 0.1% | +60,550.0% | 0.002% | |
| 5/3/2024 | Absolute Capital Management LLC | 5,141 | $388K | 0.2% | +4.5% | 0.002% | |
| 5/3/2024 | Franklin Parlapiano Turner & Welch LLC | 464,063 | $34.99M | 9.6% | +0.3% | 0.200% | |
| 5/3/2024 | Integrity Financial Corp WA | 10,522 | $793K | 0.5% | -7.3% | 0.005% | |
| 5/2/2024 | Mutual Advisors LLC | 60,101 | $4.53M | 0.1% | +12.2% | 0.026% | |
| 5/2/2024 | Smart Money Group LLC | 30,239 | $2.22M | 0.9% | +7.7% | 0.013% | |
| 5/2/2024 | Salomon & Ludwin LLC | 330 | $25K | 0.0% | N/A | 0.000% | |
| 5/2/2024 | Poplar Forest Capital LLC | 14,077 | $1.06M | 0.1% | +1.7% | 0.006% | |
| 5/2/2024 | Financial Counselors Inc. | 415,466 | $31.33M | 0.5% | -43.4% | 0.179% | |
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| 5/2/2024 | Lwmg LLC | 3,521 | $266K | 0.1% | -30.3% | 0.002% | |
| 5/2/2024 | GSB Wealth Management LLC | 6,054 | $456K | 0.1% | -10.3% | 0.003% | |
| 5/2/2024 | Vantage Financial Partners LLC | 5,626 | $424K | 0.1% | +16.1% | 0.002% | |
| 5/2/2024 | Lincoln National Corp | 1,873,521 | $141.26M | 2.2% | +5.3% | 0.807% | |
| 5/2/2024 | Life Planning Partners Inc | 24,682 | $1.86M | 1.9% | -3.3% | 0.011% | |
| 5/2/2024 | Mitchell Mcleod Pugh & Williams Inc. | 28,658 | $2.16M | 0.5% | +26.5% | 0.012% | |
| 5/2/2024 | Darrow Company Inc. | 172,644 | $13.02M | 8.5% | +9.9% | 0.074% | |
| 5/2/2024 | Palisade Asset Management LLC | 1,178 | $89K | 0.0% | N/A | 0.001% | |
| 5/2/2024 | Hanlon Investment Management Inc. | 25,245 | $1.90M | 0.6% | +5.2% | 0.011% | |
| 5/1/2024 | StoneX Group Inc. | 39,143 | $2.95M | 0.3% | -2.6% | 0.017% | |
