| 8/27/2025 | Orion Porfolio Solutions LLC | 130,475 | $2.67M | 0.0% | +8.6% | 0.100% | |
| 8/26/2025 | Thrivent Financial for Lutherans | 10,433 | $214K | 0.0% | N/A | 0.008% | |
| 8/25/2025 | Silverlake Wealth Management LLC | 101,207 | $2.07M | 0.6% | +1.7% | 0.077% | |
| 8/19/2025 | Anchor Investment Management LLC | 965,775 | $19.79M | 1.7% | +3.4% | 0.738% | |
| 8/19/2025 | Asset Dedication LLC | 567,164 | $11.62M | 0.8% | +4.1% | 0.434% | |
| 8/18/2025 | Tyler Stone Wealth Management | 29,000 | $594K | 0.1% | +74.7% | 0.022% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 216,358 | $4.43M | 0.1% | +61.5% | 0.165% | |
| 8/16/2025 | Parr Mcknight Wealth Management Group LLC | 196,902 | $4.04M | 0.6% | +16.9% | 0.151% | |
| 8/15/2025 | Equitable Holdings Inc. | 141,217 | $2.89M | 0.0% | -40.1% | 0.108% | |
| 8/15/2025 | Stonebridge Capital Advisors LLC | 30,795 | $631K | 0.0% | -21.6% | 0.024% | |
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| 8/15/2025 | Captrust Financial Advisors | 581,680 | $11.92M | 0.0% | +35.7% | 0.445% | |
| 8/15/2025 | Redwood Financial Network Corp | 74,920 | $1.54M | 1.0% | +2.2% | 0.057% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 130,475 | $2.67M | 0.0% | +8.6% | 0.100% | |
| 8/15/2025 | MML Investors Services LLC | 778,550 | $15.95M | 0.0% | +9.4% | 0.595% | |
| 8/15/2025 | EP Wealth Advisors LLC | 67,227 | $1.38M | 0.0% | +0.9% | 0.051% | |
| 8/15/2025 | Bank of America Corp DE | 3,367,938 | $69.01M | 0.0% | +1.3% | 2.575% | |
| 8/15/2025 | Ameriprise Financial Inc. | 641,989 | $13.16M | 0.0% | +37.1% | 0.491% | |
| 8/14/2025 | Jane Street Group LLC | 122,423 | $2.51M | 0.0% | -91.6% | 0.094% | |
| 8/14/2025 | Vista Investment Management | 383,854 | $7.87M | 2.9% | -4.8% | 0.293% | |
| 8/14/2025 | Raymond James Financial Inc. | 5,503,246 | $112.76M | 0.0% | -7.7% | 4.207% | |
| 8/14/2025 | HUB Investment Partners LLC | 349,147 | $7.15M | 0.2% | +0.4% | 0.267% | |
| 8/14/2025 | NewEdge Advisors LLC | 601,372 | $12.32M | 0.1% | +13.6% | 0.460% | |
| 8/13/2025 | Morton Community Bank | 260,533 | $5.34M | 1.3% | -1.1% | 0.199% | |
| 8/13/2025 | Flow Traders U.S. LLC | 78,285 | $1.60M | 0.1% | N/A | 0.060% | |
| 8/13/2025 | Baird Financial Group Inc. | 760,675 | $15.59M | 0.0% | +6.8% | 0.582% | |
| 8/13/2025 | Invesco Ltd. | 2,157,631 | $44.21M | 0.0% | +13.2% | 1.650% | |
| 8/13/2025 | River Wealth Advisors LLC | 68,914 | $1.41M | 0.2% | +15.3% | 0.053% | |
| 8/13/2025 | AMJ Financial Wealth Management | 432,616 | $8.86M | 2.2% | +1.3% | 0.331% | |
| 8/13/2025 | VestGen Advisors LLC | 264,053 | $5.42M | 0.2% | +13.3% | 0.202% | |
| 8/13/2025 | Lido Advisors LLC | 5,274,692 | $108.08M | 0.4% | +4.5% | 4.033% | |
| 8/13/2025 | Colonial Trust Advisors | 222,433 | $4.56M | 0.4% | +9.3% | 0.170% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 145,270 | $2.98M | 0.0% | +11.2% | 0.111% | |
| 8/13/2025 | Farnam Financial LLC | 175,931 | $3.61M | 3.2% | +20.7% | 0.135% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 103,997 | $2.13M | 0.0% | +4.2% | 0.080% | |
| 8/12/2025 | Richmond Investment Services LLC | 87,581 | $1.80M | 0.4% | +103.6% | 0.067% | |
| 8/12/2025 | Laurel Wealth Advisors LLC | 2,872,278 | $58.85M | 0.0% | +2,281.5% | 2.196% | |
| 8/12/2025 | Tableaux LLC | 133,861 | $2.74M | 0.2% | N/A | 0.102% | |
| 8/12/2025 | MAI Capital Management | 1,569,972 | $32.17M | 0.2% | +0.3% | 1.200% | |
| 8/12/2025 | YANKCOM Partnership | 22,115 | $453K | 0.2% | +9.9% | 0.017% | |
| 8/11/2025 | Aspen Investment Management Inc | 161,155 | $3.30M | 1.4% | +32.2% | 0.123% | |
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| 8/11/2025 | Cordatus Wealth Management LLC | 30,225 | $619K | 0.2% | +13.2% | 0.023% | |
| 8/11/2025 | Pinnacle Financial Group LLC IL | 24,087 | $494K | 0.2% | +26.6% | 0.018% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 144,683 | $2.97M | 0.0% | -7.0% | 0.111% | |
| 8/8/2025 | ProVise Management Group LLC | 222,696 | $4.56M | 0.4% | +6.6% | 0.170% | |
| 8/8/2025 | Cetera Investment Advisers | 147,848 | $3.03M | 0.0% | +60.8% | 0.113% | |
| 8/8/2025 | Creative Planning | 115,255 | $2.36M | 0.0% | -6.9% | 0.088% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 66,371 | $1.36M | 0.0% | +120.6% | 0.051% | |
| 8/8/2025 | Financial Life Planners | 56,627 | $1.16M | 0.9% | +3.5% | 0.043% | |
| 8/8/2025 | Advisors Capital Management LLC | 499,685 | $10.24M | 0.1% | +0.4% | 0.382% | |
| 8/8/2025 | IMA Advisory Services Inc. | 13,891 | $285K | 0.0% | -25.8% | 0.011% | |
| 8/7/2025 | Montag A & Associates Inc. | 12,587 | $258K | 0.0% | +103.5% | 0.010% | |
| 8/7/2025 | Allworth Financial LP | 87,323 | $1.79M | 0.0% | -0.8% | 0.067% | |
| 8/7/2025 | Addison Advisors LLC | 119,132 | $2.44M | 0.6% | -45.2% | 0.091% | |
| 8/7/2025 | Davis R M Inc. | 746,650 | $15.30M | 0.3% | +26.3% | 0.571% | |
| 8/7/2025 | SFE Investment Counsel | 285,523 | $5.85M | 1.0% | +20.1% | 0.218% | |
| 8/6/2025 | Prospera Financial Services Inc | 140,336 | $2.88M | 0.1% | +5.0% | 0.107% | |
| 8/6/2025 | Rovin Capital UT ADV | 131,570 | $2.70M | 0.8% | -4.2% | 0.101% | |
| 8/6/2025 | Souders Financial Advisors | 186,475 | $3.82M | 0.5% | +5.9% | 0.143% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 34,399 | $705K | 0.0% | +13.4% | 0.026% | |
| 8/6/2025 | SNS Financial Group LLC | 189,966 | $3.89M | 0.4% | +18.2% | 0.145% | |
| 8/5/2025 | Blue Barn Wealth LLC | 90,562 | $1.86M | 0.9% | +2.7% | 0.069% | |
| 8/5/2025 | Ellevest Inc. | 111,474 | $2.28M | 0.4% | +1.5% | 0.085% | |
| 8/5/2025 | Key Financial Inc | 51,685 | $1.06M | 0.2% | +12.8% | 0.040% | |
| 8/5/2025 | Pacific Wealth Strategies Group Inc. | 40,399 | $825K | 0.5% | N/A | 0.031% | |
| 8/5/2025 | American Institute for Advanced Investment Management LLP | 31,785 | $651K | 0.4% | +6.7% | 0.024% | |
| 8/5/2025 | Hills Bank & Trust Co | 2,289,871 | $46.92M | 3.0% | +0.1% | 1.751% | |
| 8/5/2025 | Summit Investment Advisory Services LLC | 28,818 | $590K | 0.5% | N/A | 0.022% | |
| 8/4/2025 | AlphaStar Capital Management LLC | 121,906 | $2.50M | 0.2% | +14.7% | 0.093% | |
| 8/4/2025 | ArborFi Advisors LLC | 65,415 | $1.34M | 1.2% | +2.4% | 0.050% | |
| 8/4/2025 | Arkadios Wealth Advisors | 38,789 | $795K | 0.0% | +14.9% | 0.030% | |
| 8/1/2025 | Redmond Asset Management LLC | 53,675 | $1.10M | 0.3% | +7.0% | 0.041% | |
| 8/1/2025 | Clark Asset Management LLC | 721,036 | $14.77M | 2.0% | +17.2% | 0.555% | |
| 8/1/2025 | Motley Fool Wealth Management LLC | 1,221,193 | $25.02M | 1.5% | -24.2% | 0.940% | |
| 8/1/2025 | GPM Growth Investors Inc. | 653,878 | $13.40M | 5.3% | +5.6% | 0.503% | |
| 8/1/2025 | Koss Olinger Consulting LLC | 33,989 | $696K | 0.1% | -11.5% | 0.026% | |
| 8/1/2025 | First Command Advisory Services Inc. | 51,772 | $1.06M | 0.0% | +18.4% | 0.040% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 808,689 | $16.57M | 0.0% | +3.1% | 0.623% | |
| 7/31/2025 | Optimum Investment Advisors | 2,900 | $59K | 0.0% | N/A | 0.002% | |
| 7/31/2025 | Darden Wealth Group Inc | 10,000 | $205K | 0.1% | N/A | 0.008% | |
| 7/31/2025 | Leavell Investment Management Inc. | 44,449 | $911K | 0.0% | -11.1% | 0.034% | |
| 7/31/2025 | Insight Wealth Partners LLC | 45,829 | $939K | 0.4% | +4.5% | 0.035% | |
| 7/31/2025 | Carnegie Investment Counsel | 272,871 | $5.59M | 0.1% | +3.5% | 0.210% | |
| 7/31/2025 | Gill Capital Partners LLC | 147,905 | $3.03M | 1.0% | +5.9% | 0.114% | |
| 7/30/2025 | OLD Point Trust & Financial Services N A | 46,622 | $955K | 0.3% | +19.9% | 0.036% | |
| 7/30/2025 | Fusion Family Wealth LLC | 1,627,839 | $33.35M | 2.8% | +5.5% | 1.253% | |
| 7/30/2025 | Cookson Peirce & Co. Inc. | 488,989 | $10.02M | 0.4% | +0.8% | 0.376% | |
| 7/30/2025 | Brookstone Capital Management | 1,371,721 | $28.11M | 0.4% | -5.1% | 1.056% | |
| 7/30/2025 | Phoenix Financial Ltd. | 162,437 | $3.33M | 0.0% | +4.9% | 0.125% | |
| 7/30/2025 | Nottingham Advisors Inc. | 94,532 | $1.94M | 0.3% | -0.9% | 0.073% | |
| 7/29/2025 | Stephens Inc. AR | 114,227 | $2.34M | 0.0% | +4.6% | 0.088% | |
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| 7/29/2025 | Sigma Investment Counselors Inc. | 15,494 | $317K | 0.0% | -5.5% | 0.012% | |
| 7/29/2025 | Wingate Wealth Advisors Inc. | 75,635 | $1.55M | 1.4% | +0.8% | 0.058% | |
| 7/29/2025 | Manchester Financial Inc. | 973,575 | $19.95M | 4.2% | +510.5% | 0.750% | |
| 7/29/2025 | Carmel Capital Partners LLC | 290,838 | $5.96M | 2.1% | +6.8% | 0.224% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 52,890 | $1.08M | 0.0% | -6.9% | 0.041% | |
| 7/29/2025 | Straight Path Wealth Management | 421,105 | $8.63M | 2.9% | +10.0% | 0.325% | |
| 7/29/2025 | Angeles Wealth Management LLC | 1,904 | $39K | 0.0% | N/A | 0.001% | |
| 7/29/2025 | Semitam Bonam LLC | 74,630 | $1.53M | 1.4% | N/A | 0.058% | |
| 7/28/2025 | Tlwm | 1,356,426 | $27.79M | 5.3% | +0.1% | 1.045% | |
| 7/28/2025 | Brown Financial Advisory | 20,734 | $425K | 0.2% | +40.2% | 0.016% | |
