| 5/17/2024 | New Covenant Trust Company N.A. | 17,001 | $1.86M | 1.9% | N/A | 0.053% | |
| 5/17/2024 | Comerica Bank | 11,180 | $1.22M | 0.0% | -24.2% | 0.035% | |
| 5/15/2024 | Flow Traders U.S. LLC | 30,926 | $3.38M | 0.2% | +26.0% | 0.097% | |
| 5/15/2024 | Fairview Capital Investment Management LLC | 3,650 | $398K | 0.0% | -3.3% | 0.011% | |
| 5/14/2024 | EP Wealth Advisors LLC | 4,837 | $528K | 0.0% | -16.2% | 0.015% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 10,753 | $1.17M | 0.0% | -1.1% | 0.034% | |
|
| 5/14/2024 | CreativeOne Wealth LLC | 2,369 | $259K | 0.0% | N/A | 0.007% | |
| 5/13/2024 | Balanced Rock Investment Advisors LLC | 7,498 | $819K | 0.7% | -6.3% | 0.024% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 8,568 | $935K | 0.0% | -2.1% | 0.027% | |
| 5/10/2024 | Osaic Holdings Inc. | 139,159 | $15.19M | 0.0% | -2.3% | 0.436% | |
| 5/10/2024 | TIAA Trust National Association | 12,856 | $1.40M | 0.0% | -2.2% | 0.040% | |
| 5/10/2024 | First Foundation Advisors | 9,684 | $1.06M | 0.0% | +38.8% | 0.030% | |
| 5/9/2024 | Trillium Asset Management LLC | 4,580 | $500K | 0.0% | +10.4% | 0.014% | |
| 5/9/2024 | Blair William & Co. IL | 23,601 | $2.58M | 0.0% | +2.1% | 0.074% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 23,503 | $2.57M | 0.1% | +105.2% | 0.074% | |
| 5/9/2024 | Ledyard National Bank | 20,927 | $2.29M | 0.2% | -2.4% | 0.066% | |
| 5/9/2024 | Portland Global Advisors LLC | 11,720 | $1.28M | 0.2% | +2.3% | 0.037% | |
| 5/8/2024 | Bell Investment Advisors Inc | 1,066 | $116K | 0.0% | -13.0% | 0.003% | |
| 5/8/2024 | US Bancorp DE | 206,961 | $22.59M | 0.0% | +4.1% | 0.649% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 3,154 | $344K | 0.1% | -5.6% | 0.010% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 1,983 | $216K | 0.0% | N/A | 0.006% | |
| 5/7/2024 | Roof Eidam Maycock Peralta LLC | 65,992 | $7.20M | 2.0% | -3.1% | 0.207% | |
| 5/6/2024 | Advisory Services Network LLC | 30,065 | $3.28M | 0.1% | +19.2% | 0.094% | |
| 5/6/2024 | Destiny Capital Corp CO | 10,364 | $1.13M | 0.8% | +4.8% | 0.032% | |
| 5/4/2024 | Gould Asset Management LLC CA | 14,718 | $1.61M | 0.4% | -2.7% | 0.046% | |
| 5/3/2024 | Whittier Trust Co. of Nevada Inc. | 26,938 | $2.94M | 0.1% | +4.5% | 0.084% | |
| 5/2/2024 | Diversified LLC | 2,277 | $249K | 0.0% | -4.9% | 0.007% | |
| 5/2/2024 | First Command Advisory Services Inc. | 4,840 | $528K | 0.0% | -7.8% | 0.015% | |
| 5/2/2024 | Farrow Financial Inc. | 99,337 | $10.85M | 7.6% | +2.8% | 0.311% | |
| 5/2/2024 | Hudock Inc. | 2,069 | $226K | 0.0% | -24.3% | 0.006% | |
| 5/2/2024 | Baron Silver Stevens Financial Advisors LLC | 1,941 | $212K | 0.0% | N/A | 0.006% | |
| 5/2/2024 | Haverford Trust Co | 8,480 | $926K | 0.0% | -8.0% | 0.027% | |
| 5/2/2024 | Pittenger & Anderson Inc. | 1,857 | $203K | 0.0% | +34.4% | 0.006% | |
| 5/2/2024 | Consolidated Planning Corp | 41,476 | $4.53M | 0.8% | -2.7% | 0.130% | |
| 5/2/2024 | Quent Capital LLC | 88,435 | $9.65M | 1.1% | -4.0% | 0.277% | |
| 5/1/2024 | GLOBALT Investments LLC GA | 2,092 | $228K | 0.0% | -11.7% | 0.007% | |
| 5/1/2024 | Resonant Capital Advisors LLC | 12,676 | $1.38M | 0.1% | +1.2% | 0.040% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 48,706 | $5.32M | 0.0% | -2.7% | 0.153% | |
| 5/1/2024 | Mission Wealth Management LP | 478,482 | $52.24M | 1.4% | +9.8% | 1.500% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 17,588 | $1.92M | 0.0% | -3.7% | 0.055% | |
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| 4/30/2024 | Private Advisor Group LLC | 36,291 | $3.96M | 0.0% | +18.0% | 0.114% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 16,728 | $1.83M | 0.1% | +1.1% | 0.052% | |
| 4/30/2024 | HB Wealth Management LLC | 15,244 | $1.66M | 0.0% | +1.3% | 0.048% | |
| 4/30/2024 | Concord Wealth Partners | 700 | $76K | 0.0% | N/A | 0.002% | |
| 4/30/2024 | SWP Financial LLC | 3,128 | $341K | 0.2% | +7.9% | 0.010% | |
| 4/30/2024 | Fountainhead AM LLC | 12,213 | $1.33M | 0.3% | +9.6% | 0.038% | |
| 4/30/2024 | Mill Capital Management LLC | 1,900 | $207K | 0.0% | N/A | 0.006% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 108,755 | $11.87M | 0.0% | +2.1% | 0.341% | |
| 4/26/2024 | Prestige Wealth Management Group LLC | 913 | $100K | 0.0% | -14.4% | 0.003% | |
| 4/26/2024 | JNBA Financial Advisors | 8,930 | $975K | 0.1% | -11.4% | 0.028% | |
| 4/26/2024 | Bond & Devick Financial Network Inc. | 12,600 | $1.38M | 0.7% | -2.0% | 0.039% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 4,345 | $474K | 0.1% | -42.2% | 0.014% | |
| 4/26/2024 | Members Trust Co | 6,849 | $748K | 0.0% | -2.3% | 0.021% | |
| 4/26/2024 | First Personal Financial Services | 3,566 | $389K | 0.1% | -3.8% | 0.011% | |
| 4/26/2024 | Pine Haven Investment Counsel Inc | 4,131 | $451K | 0.4% | +8.7% | 0.013% | |
| 4/26/2024 | Financial Insights Inc. | 1,840 | $201K | 0.1% | N/A | 0.006% | |
| 4/25/2024 | Bear Mountain Capital Inc. | 36,201 | $3.74M | 1.6% | -12.7% | 0.113% | |
| 4/25/2024 | Villere ST Denis J & Co. LLC | 6,611 | $722K | 0.1% | -23.2% | 0.021% | |
| 4/25/2024 | Fielder Capital Group LLC | 3,811 | $416K | 0.2% | -41.8% | 0.012% | |
| 4/25/2024 | Long Run Wealth Advisors LLC | 41,393 | $4.52M | 1.2% | -3.0% | 0.129% | |
| 4/25/2024 | IAG Wealth Partners LLC | 1,914 | $209K | 0.0% | -13.0% | 0.006% | |
| 4/24/2024 | Win Advisors Inc. | 3,834 | $419K | 0.2% | N/A | 0.012% | |
| 4/24/2024 | Round Rock Advisors LLC | 8,772 | $958K | 0.2% | +1.8% | 0.027% | |
| 4/24/2024 | First Pacific Financial | 4,746 | $518K | 0.1% | -5.3% | 0.015% | |
| 4/24/2024 | Bar Harbor Wealth Management | 1,883 | $206K | 0.0% | -9.2% | 0.006% | |
| 4/23/2024 | Bell Bank | 7,843 | $856K | 0.1% | -2.0% | 0.025% | |
| 4/23/2024 | Charter Oak Capital Management LLC | 79,254 | $8.65M | 0.9% | -1.0% | 0.248% | |
| 4/23/2024 | Mason & Associates Inc | 2,130 | $233K | 0.1% | -29.7% | 0.007% | |
| 4/23/2024 | Fifth Third Bancorp | 1,922 | $210K | 0.0% | -17.2% | 0.006% | |
| 4/23/2024 | McAdam LLC | 3,766 | $411K | 0.0% | +9.8% | 0.012% | |
| 4/23/2024 | Warner Financial Inc. | 6,228 | $680K | 0.3% | -4.1% | 0.019% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 300,895 | $32.85M | 0.0% | -20.1% | 0.940% | |
| 4/22/2024 | PFG Investments LLC | 5,997 | $655K | 0.0% | +35.6% | 0.019% | |
| 4/22/2024 | Raymond James & Associates | 107,879 | $11.78M | 0.0% | -71.1% | 0.337% | |
| 4/19/2024 | Cornerstone Wealth Management LLC | 20,646 | $2.25M | 0.2% | +1.5% | 0.065% | |
| 4/19/2024 | Westside Investment Management Inc. | 9,265 | $1.01M | 0.2% | -5.1% | 0.029% | |
| 4/18/2024 | Shira Ridge Wealth Management | 274,547 | $29.97M | 17.2% | -0.2% | 0.858% | |
| 4/18/2024 | Refined Wealth Management | 1,833 | $200K | 0.1% | N/A | 0.006% | |
| 4/18/2024 | Woodmont Investment Counsel LLC | 512 | $56K | 0.0% | N/A | 0.002% | |
| 4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 6,228 | $680K | 0.2% | -5.9% | 0.019% | |
| 4/18/2024 | Morris Financial Concepts Inc. | 4,972 | $543K | 0.3% | +27.0% | 0.016% | |
| 4/18/2024 | Miracle Mile Advisors LLC | 22,844 | $2.49M | 0.1% | -3.2% | 0.071% | |
| 4/18/2024 | Diversified Trust Co | 2,323 | $254K | 0.0% | -18.4% | 0.007% | |
| 4/17/2024 | Fiduciary Alliance LLC | 3,013 | $328K | 0.1% | -49.6% | 0.009% | |
| 4/17/2024 | Winthrop Advisory Group LLC | 14,247 | $1.56M | 0.2% | -7.5% | 0.045% | |
| 4/17/2024 | Grimes & Company Inc. | 30,011 | $3.28M | 0.1% | +11.3% | 0.094% | |
| 4/16/2024 | Transform Wealth LLC | 3,258 | $356K | 0.0% | N/A | 0.010% | |
| 4/16/2024 | Colorado Capital Management Inc. | 20,677 | $2.26M | 1.3% | -1.7% | 0.065% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 77,043 | $8.41M | 0.0% | -1.8% | 0.241% | |
| 4/15/2024 | Corundum Group Inc. | 69,292 | $7.57M | 3.6% | +2.1% | 0.217% | |
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| 4/15/2024 | GoalVest Advisory LLC | 10,804 | $1.18M | 0.4% | -2.8% | 0.034% | |
| 4/15/2024 | Brookstone Capital Management | 35,119 | $3.83M | 0.1% | -5.1% | 0.110% | |
| 4/13/2024 | Hoxton Planning & Management LLC | 1,941 | $212K | 0.1% | N/A | 0.005% | |
| 4/12/2024 | Mechanics Bank Trust Department | 2,650 | $289K | 0.0% | -35.5% | 0.006% | |
| 4/12/2024 | CGN Advisors LLC | 23,475 | $2.56M | 0.3% | +2.8% | 0.057% | |
| 4/12/2024 | Westend Capital Management LLC | 503 | $55K | 0.0% | N/A | 0.001% | |
| 4/12/2024 | Abacus Planning Group Inc. | 6,495 | $709K | 0.1% | +10.5% | 0.016% | |
| 4/11/2024 | &PARTNERS | 1,840 | $201K | 0.0% | N/A | 0.004% | |
| 4/11/2024 | MJP Associates Inc. ADV | 3,227 | $352K | 0.1% | -4.7% | 0.008% | |
| 4/10/2024 | LexAurum Advisors LLC | 2,549 | $278K | 0.1% | +4.4% | 0.006% | |
