| 7/18/2025 | EWA LLC | 3,764 | $346K | 0.1% | N/A | 0.001% | |
| 7/18/2025 | Naples Global Advisors LLC | 27,835 | $2.56M | 0.2% | +5.5% | 0.006% | |
| 7/18/2025 | Pure Financial Advisors LLC | 3,012 | $277K | 0.0% | N/A | 0.001% | |
| 7/18/2025 | RKL Wealth Management LLC | 14,406 | $1.33M | 0.1% | -27.6% | 0.003% | |
| 7/18/2025 | Heritage Financial Services LLC | 3,129 | $288K | 0.0% | +3.8% | 0.001% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 25,986 | $2.39M | 0.3% | -8.2% | 0.006% | |
| 7/18/2025 | Vigilare Wealth Management | 18,396 | $1.69M | 0.6% | N/A | 0.004% | |
| 7/18/2025 | SMI Advisory Services LLC | 5,891 | $546K | 0.1% | -3.9% | 0.001% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 211,500 | $19.45M | 0.3% | +0.5% | 0.046% | |
| 7/18/2025 | Marino Stram & Associates LLC | 2,577 | $237K | 0.0% | -4.0% | 0.001% | |
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| 7/18/2025 | Impact Capital Partners LLC | 2,205 | $203K | 0.1% | N/A | 0.000% | |
| 7/18/2025 | PFG Investments LLC | 18,451 | $1.70M | 0.1% | +10.4% | 0.004% | |
| 7/18/2025 | Midwest Financial Group LLC | 3,175 | $292K | 0.2% | N/A | 0.001% | |
| 7/18/2025 | Truist Financial Corp | 3,954,909 | $363.73M | 0.5% | -3.0% | 0.861% | |
| 7/18/2025 | Lockerman Financial Group Inc. | 4,710 | $433K | 0.6% | N/A | 0.001% | |
| 7/18/2025 | First United Bank & Trust | 29,369 | $2.70M | 0.9% | -4.0% | 0.006% | |
| 7/17/2025 | MBA Advisors LLC | 14,948 | $1.38M | 0.6% | -5.5% | 0.003% | |
| 7/17/2025 | Trivium Point Advisory LLC | 26,129 | $2.40M | 0.3% | N/A | 0.006% | |
| 7/17/2025 | Park Place Capital Corp | 1,941 | $180K | 0.0% | -23.7% | 0.000% | |
| 7/17/2025 | Greenleaf Trust | 79,962 | $7.35M | 0.1% | -3.4% | 0.017% | |
| 7/17/2025 | XML Financial LLC | 250,513 | $23.04M | 2.0% | -2.8% | 0.055% | |
| 7/17/2025 | Capital Investment Advisors LLC | 9,667 | $889K | 0.0% | -21.0% | 0.002% | |
| 7/17/2025 | Centennial Wealth Advisory LLC | 14,436 | $1.33M | 0.4% | +3.6% | 0.003% | |
| 7/17/2025 | Summit Financial Strategies Inc. | 31,427 | $2.89M | 0.3% | +10.7% | 0.007% | |
| 7/17/2025 | HB Wealth Management LLC | 36,175 | $3.33M | 0.0% | -17.2% | 0.008% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 1,042,814 | $95.91M | 0.3% | -1.4% | 0.227% | |
| 7/17/2025 | Venture Visionary Partners LLC | 23,229 | $2.14M | 0.1% | +2.1% | 0.005% | |
| 7/17/2025 | Campion Asset Management | 105,360 | $9.69M | 7.3% | -0.8% | 0.023% | |
| 7/17/2025 | Smith Chas P & Associates PA Cpas | 56,563 | $5.20M | 0.3% | +15.4% | 0.012% | |
| 7/17/2025 | Oakworth Capital Inc. | 1,143,667 | $105.18M | 6.8% | +2.1% | 0.249% | |
| 7/17/2025 | Montis Financial LLC | 9,276 | $853K | 0.2% | -19.1% | 0.002% | |
| 7/17/2025 | Fifth Third Securities Inc. | 74,310 | $6.83M | 0.5% | +3.4% | 0.016% | |
| 7/17/2025 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 23,308 | $2.14M | 0.5% | +5.8% | 0.005% | |
| 7/17/2025 | Enclave Advisors LLC | 2,430 | $224K | 0.0% | -6.8% | 0.001% | |
| 7/17/2025 | Alpine Bank Wealth Management | 3,285 | $302K | 0.0% | -14.3% | 0.001% | |
| 7/17/2025 | Albion Financial Group UT | 871,659 | $80.17M | 5.2% | -0.5% | 0.190% | |
| 7/17/2025 | Fiduciary Advisors Inc. | 3,791 | $349K | 0.3% | +520.5% | 0.001% | |
| 7/17/2025 | Norris Perne & French LLP MI | 2,187 | $201K | 0.0% | N/A | 0.000% | |
| 7/17/2025 | Independence Bank of Kentucky | 86,298 | $7.94M | 1.1% | -2.2% | 0.019% | |
| 7/17/2025 | Smith Salley Wealth Management | 8,829 | $812K | 0.0% | -2.5% | 0.002% | |
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| 7/17/2025 | City Holding Co. | 74,283 | $6.83M | 0.9% | +0.1% | 0.016% | |
| 7/17/2025 | Beacon Capital Management LLC | 2,244 | $206K | 0.0% | +10.9% | 0.000% | |
| 7/17/2025 | Coastline Trust Co | 362,956 | $33.38M | 3.8% | +3.0% | 0.079% | |
| 7/17/2025 | Fort Washington Investment Advisors Inc. OH | 5,945 | $547K | 0.0% | -4.4% | 0.001% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 3,553 | $327K | 0.0% | -13.1% | 0.001% | |
| 7/17/2025 | Avior Wealth Management LLC | 7,764 | $714K | 0.0% | -33.1% | 0.002% | |
| 7/17/2025 | Charles Schwab Trust Co | 38,121 | $3.51M | 0.3% | +1.5% | 0.008% | |
| 7/16/2025 | Cahaba Wealth Management Inc. | 57,572 | $5.30M | 0.4% | +0.2% | 0.013% | |
| 7/16/2025 | Townsend Asset Management Corp NC ADV | 3,614 | $332K | 0.1% | +3.9% | 0.001% | |
| 7/16/2025 | Rainier Family Wealth Inc. | 15,266 | $1.40M | 1.4% | -16.2% | 0.003% | |
| 7/16/2025 | Kendall Capital Management | 5,800 | $533K | 0.1% | N/A | 0.001% | |
| 7/16/2025 | Patton Fund Management Inc. | 165,655 | $15.24M | 10.7% | +2.3% | 0.036% | |
| 7/16/2025 | Southern Capital Advisors LLC | 17,238 | $1.59M | 0.8% | +3.8% | 0.004% | |
| 7/16/2025 | Amarillo National Bank | 236,098 | $21.71M | 4.0% | +2.8% | 0.051% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 8,071 | $742K | 0.1% | +4.4% | 0.002% | |
| 7/16/2025 | American National Bank & Trust | 9,217 | $848K | 0.1% | +7.0% | 0.002% | |
| 7/16/2025 | Register Financial Advisors LLC | 5,444 | $501K | 0.2% | +2.0% | 0.001% | |
| 7/16/2025 | Steph & Co. | 128,882 | $11.85M | 3.8% | +3.1% | 0.028% | |
| 7/16/2025 | Essex Financial Services Inc. | 62,143 | $5.72M | 0.4% | -3.2% | 0.014% | |
| 7/16/2025 | Dakota Wealth Management | 439,991 | $40.47M | 0.9% | -2.6% | 0.096% | |
| 7/16/2025 | Perigon Wealth Management LLC | 106,120 | $9.76M | 0.2% | +0.6% | 0.023% | |
| 7/16/2025 | Octavia Wealth Advisors LLC | 2,826 | $260K | 0.0% | -12.7% | 0.001% | |
| 7/15/2025 | Well Done LLC | 14,665 | $1.35M | 0.3% | +11.2% | 0.003% | |
| 7/15/2025 | Postrock Partners LLC | 6,376 | $586K | 0.3% | -67.0% | 0.001% | |
| 7/15/2025 | TD Private Client Wealth LLC | 48,481 | $4.46M | 0.1% | +3.7% | 0.011% | |
| 7/15/2025 | Smith & Howard Wealth Management LLC | 45,906 | $4.22M | 1.1% | +2.2% | 0.010% | |
| 7/15/2025 | Peddock Capital Advisors LLC | 3,003 | $276K | 0.1% | -3.8% | 0.001% | |
| 7/15/2025 | IMS Capital Management | 3,700 | $340K | 0.2% | N/A | 0.001% | |
| 7/15/2025 | James J. Burns & Company LLC | 5,019 | $462K | 0.1% | -14.6% | 0.001% | |
| 7/15/2025 | Ballentine Partners LLC | 42,102 | $3.87M | 0.1% | -7.5% | 0.009% | |
| 7/15/2025 | Axis Wealth Partners LLC | 28,702 | $2.64M | 1.7% | +3.6% | 0.006% | |
| 7/15/2025 | Marquette Asset Management LLC | 26,939 | $2.48M | 0.4% | -2.1% | 0.006% | |
| 7/15/2025 | Fifth Third Bancorp | 2,088,913 | $192.12M | 0.7% | -1.8% | 0.456% | |
| 7/15/2025 | Retirement Income Solutions Inc | 24,481 | $2.25M | 0.4% | -2.8% | 0.005% | |
| 7/15/2025 | LVZ Inc. | 3,017 | $277K | 0.0% | +20.7% | 0.001% | |
| 7/14/2025 | Gries Financial LLC | 15,999 | $1.47M | 0.3% | -24.7% | 0.003% | |
| 7/14/2025 | AdvisorNet Financial Inc | 4,599 | $423K | 0.0% | +9.2% | 0.001% | |
| 7/14/2025 | CRA Financial Services LLC | 3,776 | $347K | 0.1% | -8.0% | 0.001% | |
| 7/14/2025 | Oliver Luxxe Assets LLC | 23,645 | $2.18M | 0.4% | -3.3% | 0.005% | |
| 7/14/2025 | Acropolis Investment Management LLC | 56,152 | $5.16M | 0.3% | -2.5% | 0.012% | |
| 7/14/2025 | Chapin Davis Inc. | 35,418 | $3.26M | 0.9% | -1.1% | 0.008% | |
| 7/14/2025 | Wooster Corthell Wealth Management Inc. | 13,903 | $1.28M | 0.2% | -1.5% | 0.003% | |
| 7/14/2025 | ABLE Financial Group LLC | 27,089 | $2.49M | 0.6% | -23.3% | 0.006% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 21,254 | $1.96M | 0.1% | +0.5% | 0.005% | |
| 7/14/2025 | Farmers & Merchants Investments Inc. | 42,982 | $3.95M | 0.1% | -1.3% | 0.009% | |
| 7/14/2025 | Narus Financial Partners LLC | 26,887 | $2.47M | 0.8% | -15.2% | 0.006% | |
| 7/14/2025 | Flagstar Advisors Inc. | 39,986 | $3.68M | 1.0% | -6.0% | 0.009% | |
| 7/14/2025 | Park Avenue Securities LLC | 79,490 | $7.31M | 0.1% | +938.3% | 0.017% | |
| 7/14/2025 | Sowell Financial Services LLC | 29,285 | $2.69M | 0.1% | -3.0% | 0.006% | |
| 7/11/2025 | Ullmann Wealth Partners Group LLC | 137,186 | $12.62M | 1.5% | +39.4% | 0.030% | |
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| 7/11/2025 | Compass Ion Advisors LLC | 2,316 | $213K | 0.0% | N/A | 0.001% | |
| 7/11/2025 | Hilltop Wealth Advisors LLC | 25,913 | $2.38M | 1.3% | +17.2% | 0.006% | |
| 7/11/2025 | Farther Finance Advisors LLC | 19,407 | $1.79M | 0.0% | +30.0% | 0.004% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 2,227 | $205K | 0.0% | N/A | 0.000% | |
| 7/11/2025 | UMB Bank n.a. | 882,080 | $81.13M | 1.3% | +8.0% | 0.192% | |
| 7/11/2025 | Adirondack Trust Co. | 2,505 | $230K | 0.1% | -31.5% | 0.001% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 5,887 | $541K | 0.2% | -21.5% | 0.001% | |
| 7/11/2025 | Shelton Wealth Management LLC | 61,838 | $5.69M | 2.7% | -2.7% | 0.013% | |
| 7/11/2025 | My Legacy Advisors LLC | 11,066 | $1.04M | 0.4% | N/A | 0.002% | |
| 7/11/2025 | Lantz Financial LLC | 2,752 | $253K | 0.1% | +8.8% | 0.001% | |
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