Ishares Msci India Small-Cap (SMIN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Crumly & Associates Inc.

DECREASED

Shares160,209 from 191,179

Change-30,970 (-16%)

Value$11.0M (-$2.5M)

Filed 2026-10-07

Mainsail Financial Group, LLC

INCREASED

Shares153,205 from 147,167

Change+6,038 (+4%)

Value$10.5M (+$131.4K)

Filed 2026-10-23

Highland Financial Advisors, LLC

INCREASED

Shares64,907 from 56,378

Change+8,529 (+15%)

Value$4.5M (+$478.0K)

Filed 2026-10-19

626 Financial, LLC

INCREASED

Shares38,890 from 38,514

Change+376 (+1%)

Value$2.7M (-$48.5K)

Filed 2026-11-04

Aubrey Capital Management Ltd

NEW

Shares18,363

Change+18,363

Value$1.3M

Filed 2026-10-19

VestGen Advisors, LLC

DECREASED

Shares16,074 from 18,862

Change-2,788 (-15%)

Value$1.1M (-$228.2K)

Filed 2026-10-27

Truist Financial Corp

DECREASED

Shares9,051 from 9,643

Change-592 (-6%)

Value$622.7K (-$59.3K)

Filed 2026-10-30

Creative Planning

INCREASED

Shares8,107 from 7,634

Change+473 (+6%)

Value$557.8K (+$17.8K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares7,541 from 8,483

Change-942 (-11%)

Value$519 (-$599.5K)

Filed 2026-11-02

Bryn Mawr Trust Advisors, LLC

DECREASED

Shares6,373 from 6,385

Change-12 (0%)

Value$438.5K (-$13.1K)

Filed 2026-11-04

McAdam, LLC

INCREASED

Shares5,388 from 5,084

Change+304 (+6%)

Value$370.7K (+$11.1K)

Filed 2026-10-21

Kestra Advisory Services, LLC

DECREASED

Shares5,289 from 5,962

Change-673 (-11%)

Value$363.9K (-$57.8K)

Filed 2026-11-02

GHP Investment Advisors, Inc.

UNCHANGED

Shares4,899 from 4,899

Change0 (0%)

Value$337.1K (-$9.5K)

Filed 2026-10-15

Park Avenue Securities LLC

DECREASED

Shares3,916 from 3,997

Change-81 (-2%)

Value$269 (-$282.7K)

Filed 2026-10-26

Foster Victor Wealth Advisors, LLC

NEW

Shares3,569

Change+3,569

Value$244.5K

Filed 2026-10-21

Grey Ledge Advisors, LLC

UNCHANGED

Shares3,205 from 3,205

Change0 (0%)

Value$220.5K (-$6.2K)

Filed 2026-11-02

Perigon Wealth Management, LLC

INCREASED

Shares3,187 from 3,017

Change+170 (+6%)

Value$219.2K (+$5.9K)

Filed 2026-10-22

Commonwealth Equity Services, LLC

DECREASED

Shares3,016 from 3,329

Change-313 (-9%)

Value$207.5K (-$28.0K)

Filed 2026-11-02

180 Wealth Advisors, LLC

DECREASED

Shares2,996 from 3,081

Change-85 (-3%)

Value$206.1K (-$11.8K)

Filed 2026-11-03

IFP Advisors, Inc

INCREASED

Shares2,150 from 1,700

Change+450 (+26%)

Value$147.9K (+$27.7K)

Filed 2026-10-16

Thompson Investment Management, Inc.

UNCHANGED

Shares2,003 from 2,003

Change0 (0%)

Value$137.8K (-$3.9K)

Filed 2026-10-14

Private Trust Co NA

INCREASED

Shares1,246 from 636

Change+610 (+96%)

Value$85.7K (+$40.7K)

Filed 2026-10-20

Rossby Financial, LCC

NEW

Shares1,174

Change+1,174

Value$80.8K

Filed 2026-11-05

Harbor Investment Advisory, LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$27.5K (-$772)

Filed 2026-10-13

GK Wealth Management LLC

NEW

Shares308

Change+308

Value$21.2K

Filed 2026-10-09

MB, Levis & Associates, LLC

UNCHANGED

Shares304 from 304

Change0 (0%)

Value$20.9K (-$586)

Filed 2026-10-16

Farther Finance Advisors, LLC

DECREASED

Shares229 from 279

Change-50 (-18%)

Value$15.7K (-$4.0K)

Filed 2026-10-08

Larson Financial Group LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$13.8K (-$386)

Filed 2026-11-05

AlphaCore Capital LLC

DECREASED

Shares130 from 131

Change-1 (-1%)

Value$8.9K (-$296)

Filed 2026-11-04

Parallel Advisors, LLC

UNCHANGED

Shares125 from 125

Change0 (0%)

Value$8.6K (-$241)

Filed 2026-11-03

TD Waterhouse Canada Inc.

UNCHANGED

Shares88 from 88

Change0 (0%)

Value$5.9K (-$270)

Filed 2026-10-16

Simplex Trading, LLC

NEW

Shares73

Change+73

Value$5.0K

Filed 2026-11-04

SBI Securities Co., Ltd.

INCREASED

Shares64 from 40

Change+24 (+60%)

Value$4.4K (+$1.6K)

Filed 2026-10-22

Creative Financial Designs Inc

UNCHANGED

Shares55 from 55

Change0 (0%)

Value$3.8K (-$106)

Filed 2026-11-04

Realta Investment Advisors

UNCHANGED

Shares54 from 54

Change0 (0%)

Value$3.7K (-$105)

Filed 2026-10-14

Westside Investment Management, Inc.

UNCHANGED

Shares34 from 34

Change0 (0%)

Value$2.3K (-$66)

Filed 2026-11-02

Spire Wealth Management

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$1.0K (-$29)

Filed 2026-10-30

Concord Wealth Partners

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$826 (-$23)

Filed 2026-11-02

Citigroup Inc

DECREASED

Shares1 from 257

Change-256 (-100%)

Value$69 (-$18.1K)

Filed 2026-11-04

Leibman Financial Services, Inc.

CLOSED

Shares0 from 54,262

Change-54,262 (-100%)

Value$0 (-$3.8M)

Filed 2026-10-13

Blue Trust, Inc.

CLOSED

Shares0 from 12,828

Change-12,828 (-100%)

Value$0 (-$907.4K)

Filed 2026-10-15

Wesbanco Bank Inc

CLOSED

Shares0 from 7,593

Change-7,593 (-100%)

Value$0 (-$537.1K)

Filed 2026-11-04

Capital Management Corp

CLOSED

Shares0 from 2,860

Change-2,860 (-100%)

Value$0 (-$202.3K)

Filed 2026-10-29

Finley Financial, LLC

CLOSED

Shares0 from 1,130

Change-1,130 (-100%)

Value$0 (-$79.9K)

Filed 2026-10-28

Angeles Wealth Management, LLC

CLOSED

Shares0 from 85

Change-85 (-100%)

Value$0 (-$6.0K)

Filed 2026-10-26

Silver Grove Financial Group, Inc.

CLOSED

Shares0 from 52

Change-52 (-100%)

Value$0 (-$3.7K)

Filed 2026-11-05

Alliancebernstein L.P.

N/A

Shares— from 1,078,987

Change-1,078,987 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 1,076,243

Change-1,076,243 (-100%)

Value—

Causeway Capital Management LLC

N/A

Shares— from 542,849

Change-542,849 (-100%)

Value—

Informed Momentum Co LLC

N/A

Shares— from 504,854

Change-504,854 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 471,671

Change-471,671 (-100%)

Value—

Man Group plc

N/A

Shares— from 348,444

Change-348,444 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 310,444

Change-310,444 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 289,080

Change-289,080 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 278,711

Change-278,711 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 255,005

Change-255,005 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 209,168

Change-209,168 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 99,446

Change-99,446 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 76,445

Change-76,445 (-100%)

Value—

UBS Group AG

N/A

Shares— from 64,001

Change-64,001 (-100%)

Value—

Aberdeen Group plc

N/A

Shares— from 63,806

Change-63,806 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 61,317

Change-61,317 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 37,796

Change-37,796 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 35,173

Change-35,173 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 28,688

Change-28,688 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 27,747

Change-27,747 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 23,436

Change-23,436 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 21,541

Change-21,541 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 19,528

Change-19,528 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 17,615

Change-17,615 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 16,752

Change-16,752 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 16,645

Change-16,645 (-100%)

Value—

William Blair Investment Management, LLC

N/A

Shares— from 15,592

Change-15,592 (-100%)

Value—

Banque Cantonale Vaudoise

N/A

Shares— from 15,343

Change-15,343 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 14,199

Change-14,199 (-100%)

Value—

Manning & Napier Advisors LLC

N/A

Shares— from 13,466

Change-13,466 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 13,450

Change-13,450 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 12,031

Change-12,031 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 9,648

Change-9,648 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 9,198

Change-9,198 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 8,564

Change-8,564 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 6,864

Change-6,864 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 6,823

Change-6,823 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 5,805

Change-5,805 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 5,642

Change-5,642 (-100%)

Value—

Gould Asset Management LLC

N/A

Shares— from 5,630

Change-5,630 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 5,594

Change-5,594 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 5,351

Change-5,351 (-100%)

Value—

Knollwood Investment Advisory, LLC

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Westerkirk Capital Inc.

N/A

Shares— from 4,998

Change-4,998 (-100%)

Value—

Texas Yale Capital Corp.

N/A

Shares— from 4,425

Change-4,425 (-100%)

Value—

National Philanthropic Trust

N/A

Shares— from 4,271

Change-4,271 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 4,242

Change-4,242 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 4,067

Change-4,067 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 3,865

Change-3,865 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 3,736

Change-3,736 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 3,061

Change-3,061 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 2,617

Change-2,617 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,982

Change-1,982 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,898

Change-1,898 (-100%)

Value—

Blair William & Co

N/A

Shares— from 1,188

Change-1,188 (-100%)

Value—

Highland Investment Advisors LLC

N/A

Shares— from 916

Change-916 (-100%)

Value—

Bard Associates Inc

N/A

Shares— from 875

Change-875 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 785

Change-785 (-100%)

Value—

HighMark Wealth Management LLC

N/A

Shares— from 615

Change-615 (-100%)

Value—

Fifth Third Bancorp

N/A

Shares— from 524

Change-524 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 485

Change-485 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 383

Change-383 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 365

Change-365 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 250

Change-250 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 227

Change-227 (-100%)

Value—

Sankala Group LLC

N/A

Shares— from 197

Change-197 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 122

Change-122 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 53

Change-53 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 38

Change-38 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 28

Change-28 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 26

Change-26 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 10

Change-10 (-100%)

Value—

Copia Wealth Management

N/A

Shares— from 10

Change-10 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 3

Change-3 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Crumly & Associates Inc.	DECREASED	160,209	191,179	-30,970	-16%	$13.5M	$11.0M	-$2.5M	2026-10-07
Mainsail Financial Group, LLC	INCREASED	153,205	147,167	+6,038	+4%	$10.4M	$10.5M	+$131.4K	2026-10-23
Highland Financial Advisors, LLC	INCREASED	64,907	56,378	+8,529	+15%	$4.0M	$4.5M	+$478.0K	2026-10-19
626 Financial, LLC	INCREASED	38,890	38,514	+376	+1%	$2.7M	$2.7M	-$48.5K	2026-11-04
Aubrey Capital Management Ltd	NEW	18,363	—	+18,363	—	—	$1.3M	—	2026-10-19
VestGen Advisors, LLC	DECREASED	16,074	18,862	-2,788	-15%	$1.3M	$1.1M	-$228.2K	2026-10-27
Truist Financial Corp	DECREASED	9,051	9,643	-592	-6%	$682.0K	$622.7K	-$59.3K	2026-10-30
Creative Planning	INCREASED	8,107	7,634	+473	+6%	$539.9K	$557.8K	+$17.8K	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	7,541	8,483	-942	-11%	$600.0K	$519	-$599.5K	2026-11-02
Bryn Mawr Trust Advisors, LLC	DECREASED	6,373	6,385	-12	0%	$451.6K	$438.5K	-$13.1K	2026-11-04
McAdam, LLC	INCREASED	5,388	5,084	+304	+6%	$359.6K	$370.7K	+$11.1K	2026-10-21
Kestra Advisory Services, LLC	DECREASED	5,289	5,962	-673	-11%	$421.7K	$363.9K	-$57.8K	2026-11-02
GHP Investment Advisors, Inc.	UNCHANGED	4,899	4,899	0	0%	$346.5K	$337.1K	-$9.5K	2026-10-15
Park Avenue Securities LLC	DECREASED	3,916	3,997	-81	-2%	$283.0K	$269	-$282.7K	2026-10-26
Foster Victor Wealth Advisors, LLC	NEW	3,569	—	+3,569	—	—	$244.5K	—	2026-10-21
Grey Ledge Advisors, LLC	UNCHANGED	3,205	3,205	0	0%	$226.7K	$220.5K	-$6.2K	2026-11-02
Perigon Wealth Management, LLC	INCREASED	3,187	3,017	+170	+6%	$213.4K	$219.2K	+$5.9K	2026-10-22
Commonwealth Equity Services, LLC	DECREASED	3,016	3,329	-313	-9%	$235.5K	$207.5K	-$28.0K	2026-11-02
180 Wealth Advisors, LLC	DECREASED	2,996	3,081	-85	-3%	$217.9K	$206.1K	-$11.8K	2026-11-03
IFP Advisors, Inc	INCREASED	2,150	1,700	+450	+26%	$120.2K	$147.9K	+$27.7K	2026-10-16
Thompson Investment Management, Inc.	UNCHANGED	2,003	2,003	0	0%	$141.7K	$137.8K	-$3.9K	2026-10-14
Private Trust Co NA	INCREASED	1,246	636	+610	+96%	$45.0K	$85.7K	+$40.7K	2026-10-20
Rossby Financial, LCC	NEW	1,174	—	+1,174	—	—	$80.8K	—	2026-11-05
Harbor Investment Advisory, LLC	UNCHANGED	400	400	0	0%	$28.3K	$27.5K	-$772	2026-10-13
GK Wealth Management LLC	NEW	308	—	+308	—	—	$21.2K	—	2026-10-09
MB, Levis & Associates, LLC	UNCHANGED	304	304	0	0%	$21.5K	$20.9K	-$586	2026-10-16
Farther Finance Advisors, LLC	DECREASED	229	279	-50	-18%	$19.7K	$15.7K	-$4.0K	2026-10-08
Larson Financial Group LLC	UNCHANGED	200	200	0	0%	$14.1K	$13.8K	-$386	2026-11-05
AlphaCore Capital LLC	DECREASED	130	131	-1	-1%	$9.2K	$8.9K	-$296	2026-11-04
Parallel Advisors, LLC	UNCHANGED	125	125	0	0%	$8.8K	$8.6K	-$241	2026-11-03
TD Waterhouse Canada Inc.	UNCHANGED	88	88	0	0%	$6.2K	$5.9K	-$270	2026-10-16
Simplex Trading, LLC	NEW	73	—	+73	—	—	$5.0K	—	2026-11-04
SBI Securities Co., Ltd.	INCREASED	64	40	+24	+60%	$2.8K	$4.4K	+$1.6K	2026-10-22
Creative Financial Designs Inc	UNCHANGED	55	55	0	0%	$3.9K	$3.8K	-$106	2026-11-04
Realta Investment Advisors	UNCHANGED	54	54	0	0%	$3.9K	$3.7K	-$105	2026-10-14
Westside Investment Management, Inc.	UNCHANGED	34	34	0	0%	$2.4K	$2.3K	-$66	2026-11-02
Spire Wealth Management	UNCHANGED	15	15	0	0%	$1.1K	$1.0K	-$29	2026-10-30
Concord Wealth Partners	UNCHANGED	12	12	0	0%	$849	$826	-$23	2026-11-02
Citigroup Inc	DECREASED	1	257	-256	-100%	$18.2K	$69	-$18.1K	2026-11-04
Leibman Financial Services, Inc.	CLOSED	0	54,262	-54,262	-100%	$3.8M	$0	-$3.8M	2026-10-13
Blue Trust, Inc.	CLOSED	0	12,828	-12,828	-100%	$907.4K	$0	-$907.4K	2026-10-15
Wesbanco Bank Inc	CLOSED	0	7,593	-7,593	-100%	$537.1K	$0	-$537.1K	2026-11-04
Capital Management Corp	CLOSED	0	2,860	-2,860	-100%	$202.3K	$0	-$202.3K	2026-10-29
Finley Financial, LLC	CLOSED	0	1,130	-1,130	-100%	$79.9K	$0	-$79.9K	2026-10-28
Angeles Wealth Management, LLC	CLOSED	0	85	-85	-100%	$6.0K	$0	-$6.0K	2026-10-26
Silver Grove Financial Group, Inc.	CLOSED	0	52	-52	-100%	$3.7K	$0	-$3.7K	2026-11-05
Alliancebernstein L.P.	N/A	—	1,078,987	-1,078,987	-100%	$64.7M	—	—	—
LPL Financial LLC	N/A	—	1,076,243	-1,076,243	-100%	$76.1M	—	—	—
Causeway Capital Management LLC	N/A	—	542,849	-542,849	-100%	$38.4M	—	—	—
Informed Momentum Co LLC	N/A	—	504,854	-504,854	-100%	$35.7M	—	—	—
Hillsdale Investment Management Inc.	N/A	—	471,671	-471,671	-100%	$33.4M	—	—	—
Man Group plc	N/A	—	348,444	-348,444	-100%	$24.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	310,444	-310,444	-100%	$22.0M	—	—	—
Bank of America Corp	N/A	—	289,080	-289,080	-100%	$20.4M	—	—	—
Morgan Stanley	N/A	—	278,711	-278,711	-100%	$19.7M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	255,005	-255,005	-100%	$18.0M	—	—	—
Franklin Resources Inc	N/A	—	209,168	-209,168	-100%	$14.8M	—	—	—
SEI Investments Co	N/A	—	99,446	-99,446	-100%	$7.0M	—	—	—
American Century Companies Inc	N/A	—	76,445	-76,445	-100%	$5.4M	—	—	—
UBS Group AG	N/A	—	64,001	-64,001	-100%	$4.5M	—	—	—
Aberdeen Group plc	N/A	—	63,806	-63,806	-100%	$4.5M	—	—	—
Neuberger Berman Group LLC	N/A	—	61,317	-61,317	-100%	$4.3M	—	—	—
Raymond James Financial Inc	N/A	—	37,796	-37,796	-100%	$2.7M	—	—	—
Susquehanna International Group, LLP	N/A	—	35,173	-35,173	-100%	$2.5M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	28,688	-28,688	-100%	$2.0M	—	—	—
Ameriprise Financial Inc	N/A	—	27,747	-27,747	-100%	$2.0M	—	—	—
Stifel Financial Corp	N/A	—	23,436	-23,436	-100%	$1.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	21,541	-21,541	-100%	$1.5M	—	—	—
Royal Bank of Canada	N/A	—	19,528	-19,528	-100%	$1.4M	—	—	—
Flow Traders U.S. LLC	N/A	—	17,615	-17,615	-100%	$1.2M	—	—	—
HighTower Advisors, LLC	N/A	—	16,752	-16,752	-100%	$1.2M	—	—	—
Cresset Asset Management, LLC	N/A	—	16,645	-16,645	-100%	$1.2M	—	—	—
William Blair Investment Management, LLC	N/A	—	15,592	-15,592	-100%	$1.1M	—	—	—
Banque Cantonale Vaudoise	N/A	—	15,343	-15,343	-100%	$1.1M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	14,199	-14,199	-100%	$1.0M	—	—	—
Manning & Napier Advisors LLC	N/A	—	13,466	-13,466	-100%	$952.5K	—	—	—
Legal & General Group Plc	N/A	—	13,450	-13,450	-100%	$951.3K	—	—	—
Wealthfront Advisers LLC	N/A	—	12,031	-12,031	-100%	$851.0K	—	—	—
MML Investors Services, LLC	N/A	—	9,648	-9,648	-100%	$682.4K	—	—	—
Equitable Holdings, Inc.	N/A	—	9,198	-9,198	-100%	$650.6K	—	—	—
Belpointe Asset Management LLC	N/A	—	8,564	-8,564	-100%	$605.8K	—	—	—
Arax Advisory Partners	N/A	—	6,864	-6,864	-100%	$485.5K	—	—	—
Old Mission Capital LLC	N/A	—	6,823	-6,823	-100%	$482.6K	—	—	—
Cetera Investment Advisers	N/A	—	5,805	-5,805	-100%	$410.6K	—	—	—
Captrust Financial Advisors	N/A	—	5,642	-5,642	-100%	$399.1K	—	—	—
Gould Asset Management LLC	N/A	—	5,630	-5,630	-100%	$398.2K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	5,594	-5,594	-100%	$395.6K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	5,351	-5,351	-100%	$378.5K	—	—	—
Knollwood Investment Advisory, LLC	N/A	—	5,000	-5,000	-100%	$353.7K	—	—	—
Westerkirk Capital Inc.	N/A	—	4,998	-4,998	-100%	$353.5K	—	—	—
Texas Yale Capital Corp.	N/A	—	4,425	-4,425	-100%	$313.0K	—	—	—
National Philanthropic Trust	N/A	—	4,271	-4,271	-100%	$302.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	4,242	-4,242	-100%	$300.0K	—	—	—
Summit Financial, LLC	N/A	—	4,067	-4,067	-100%	$287.7K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	3,865	-3,865	-100%	$273.4K	—	—	—
Wells Fargo & Company	N/A	—	3,736	-3,736	-100%	$264.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	3,061	-3,061	-100%	$216.5K	—	—	—
IFG Advisory, LLC	N/A	—	2,617	-2,617	-100%	$185.1K	—	—	—
FMR LLC	N/A	—	1,982	-1,982	-100%	$140.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,898	-1,898	-100%	$134.3K	—	—	—
Blair William & Co	N/A	—	1,188	-1,188	-100%	$84.0K	—	—	—
Highland Investment Advisors LLC	N/A	—	916	-916	-100%	$64.8K	—	—	—
Bard Associates Inc	N/A	—	875	-875	-100%	$61.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	785	-785	-100%	$55.5K	—	—	—
HighMark Wealth Management LLC	N/A	—	615	-615	-100%	$43.5K	—	—	—
Fifth Third Bancorp	N/A	—	524	-524	-100%	$37.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	485	-485	-100%	$34.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	383	-383	-100%	$27.1K	—	—	—
National Bank of Canada	N/A	—	365	-365	-100%	$25.6K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	250	-250	-100%	$17.7K	—	—	—
Allworth Financial LP	N/A	—	227	-227	-100%	$16.1K	—	—	—
Sankala Group LLC	N/A	—	197	-197	-100%	$14.1K	—	—	—
AE Wealth Management LLC	N/A	—	122	-122	-100%	$8.7K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	53	-53	-100%	$3.7K	—	—	—
Harbour Investments, Inc.	N/A	—	38	-38	-100%	$2.7K	—	—	—
Capital Analysts, LLC	N/A	—	28	-28	-100%	$2.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	26	-26	-100%	$1.8K	—	—	—
Tidemark, LLC	N/A	—	15	-15	-100%	$1.1K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	10	-10	-100%	$707	—	—	—
Copia Wealth Management	N/A	—	10	-10	-100%	$707	—	—	—
BFC Planning, Inc.	N/A	—	3	-3	-100%	$212	—	—	—
Russell Investments Group, Ltd.	N/A	—	1	-1	-100%	$71	—	—	—

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