ISHARES TR

01

New England Professional Planning Group Inc.

9.21% NEW

α +25.4pts

02

Pacific Financial Group Inc.

3.64% held

α +14.3pts

03

Resolute Advisors LLC

2.27% held

α +53.0pts

04

Intrinsic Value Partners, LLC

2.04% held

α +13.8pts

05

Fiduciary Alliance LLC

1.54% held

α +16.8pts

06

Walkner Condon Financial Advisors LLC

1.49% NEW

α +23.7pts

07

Courier Capital LLC

1.49% NEW

α +14.9pts

08

ProVise Management Group, LLC

1.16% NEW

α +11.2pts

09

Pittenger & Anderson Inc.

1.03% NEW

α +21.3pts

10

Condor Capital Management

0.96% NEW

α +23.6pts

11

NerdWallet Wealth Partners, LLC

0.88% NEW

α +11.3pts

12

Independent Solutions Wealth Management, LLC

0.81% NEW

α +19.1pts

13

Corsicana & Co.

0.75% held

α +20.0pts

14

Principal Securities, Inc.

0.72% held

α +21.3pts

15

MFA Wealth Services

0.69% NEW

α +16.2pts

16

Narus Financial Partners, LLC

0.60% held

α +11.1pts

17

Delta Financial Advisors LLC

0.59% NEW

α +18.1pts

18

Venture Visionary Partners LLC

0.52% NEW

α +10.3pts

19

Svb Wealth LLC

0.42% held

α +29.6pts

20

Johnson Financial Group, Inc.

0.25% held

α +14.7pts

21

Collier Financial

0.25% held

α +14.2pts

22

Costello Asset Management, INC

0.23% held

α +14.3pts

23

Shufro Rose & Co. LLC

0.21% NEW

α +32.3pts

24

TRUE Private Wealth Advisors

0.19% NEW

α +23.4pts

25

RFG Advisory, LLC

0.19% NEW

α +16.2pts

26

Plum Street Advisors, LLC

0.18% held

α +18.0pts

27

Avant Financial Advisors LLC

0.15% NEW

α +10.5pts

28

Retirement Investment Advisors, Inc.

0.14% held

α +16.2pts

29

Stelac Advisory Services LLC

0.12% NEW

α +13.4pts

30

Greenwich Wealth Management LLC

0.11% held

α +12.7pts

31

Endeavor Private Wealth, Inc.

0.11% held

α +13.5pts

32

Fulton Bank, N.a.

0.08% held

α +23.8pts

33

D L Carlson Investment Group Inc.

0.04% held

α +17.7pts

34

Linscomb Wealth, Inc.

0.04% held

α +32.6pts

35

Choate Investment Advisors

0.04% held

α +13.8pts

36

GM Advisory Group, LLC

0.04% held

α +16.5pts

37

Bradley Foster & Sargent INC

0.04% held

α +11.1pts

38

LM Advisors LLC

0.03% held

α +15.5pts

39

Impact Partnership Wealth, LLC

0.03% held

α +10.3pts

40

Citigroup Inc.

0.02% held

α +26.3pts

41

Premier Financial Group

0.02% held

α +25.3pts

42

Truepoint, Inc.

0.02% held

α +21.4pts

43

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

0.00% held

α +27.5pts

44

Banque Pictet & Cie SA

0.00% held

α +10.3pts