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SCORE CUSIP NAME -----------------GROUP 1 0.75 464287507 ISHARES TR CORE S&P MCP ETF 0.63 46434G103 ISHARES INC CORE MSCI EMKT (CIK-1100663) 0.63 464288414 ISHARES TR NATIONAL MUN ETF 0.62 46432F842 ISHARES TR CORE MSCI EAFE 0.61 464287226 ISHARES TR CORE US AGGBD ET (CIK-1100663) 0.57 46429B697 ISHARES TR MSCI USA MIN VOL 0.57 46432F339 ISHARES TR MSCI USA QLT FCT (CIK-1100663) 0.57 464287176 ISHARES TR TIPS BD ETF (CIK-1100663) 0.54 464287739 ISHARES TR U.S. REAL ES ETF (CIK-1100663) 0.53 92206C870 VANGUARD SCOTTSDALE FDS INT-TERM CORP 0.52 464287622 ISHARES TR RUS 1000 ETF (CIK-1100663) -----------------GROUP 2 0.65 922908629 VANGUARD INDEX FDS MID CAP ETF 0.61 922908553 VANGUARD INDEX FDS REAL ESTATE ETF 0.61 922908751 VANGUARD INDEX FDS SMALL CP ETF 0.58 921937835 VANGUARD BD INDEX FDS TOTAL BND MRKT 0.52 922042775 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US -----------------GROUP 3 0.61 922042858 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 0.58 921943858 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF -----------------GROUP 4 0.61 464287200 ISHARES TR CORE S&P500 ETF (CIK-1100663) -----------------GROUP 5 0.61 464288273 ISHARES TR EAFE SML CP ETF (CIK-1100663) 0.53 464288877 ISHARES TR EAFE VALUE ETF (CIK-1100663) 0.53 464288885 ISHARES TR EAFE GRWTH ETF (CIK-1100663) 0.53 78464A409 SPDR SER TR PRTFLO S&P500 GW 0.52 464287598 ISHARES TR RUS 1000 VAL ETF (CIK-1100663) 0.52 46432F859 ISHARES TR CORE 1 5 YR USD 0.52 808524607 SCHWAB STRATEGIC TR US SML CAP ETF -----------------GROUP 6 0.60 922020805 VANGUARD MALVERN FDS STRM INFPROIDX (CIK-836906) 0.56 92206C409 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 0.56 808524870 SCHWAB STRATEGIC TR US TIPS ETF 0.53 921937827 VANGUARD BD INDEX FDS SHORT TRM BOND -----------------GROUP 7 0.59 922908744 VANGUARD INDEX FDS VALUE ETF 0.52 922908736 VANGUARD INDEX FDS GROWTH ETF -----------------GROUP 8 0.59 464287655 ISHARES TR RUSSELL 2000 ETF (CIK-1100663) 0.58 78467Y107 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.57 464287465 ISHARES TR MSCI EAFE ETF (CIK-1100663) 0.54 81369Y803 SELECT SECTOR SPDR TR TECHNOLOGY -----------------GROUP 9 0.58 464287309 ISHARES TR S&P 500 GRWT ETF 0.53 464287408 ISHARES TR S&P 500 VAL ETF 0.53 464287499 ISHARES TR RUS MID CAP ETF (CIK-1100663) -----------------GROUP 10 0.57 46434V621 ISHARES TR CORE DIV GRWTH (CIK-1100663) 0.56 464287614 ISHARES TR RUS 1000 GRW ETF (CIK-1100663) 0.56 46137V357 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 0.55 46641Q837 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 0.54 921908844 VANGUARD SPECIALIZED FUNDS DIV APP ETF 0.53 921946406 VANGUARD WHITEHALL FDS HIGH DIV YLD 0.52 808524797 SCHWAB STRATEGIC TR US DIVIDEND EQ 0.52 78464A763 SPDR SER TR S&P DIVID ETF -----------------GROUP 11 0.56 922908363 VANGUARD INDEX FDS S&P 500 ETF SHS -----------------GROUP 12 0.56 46090E103 INVESCO QQQ TR UNIT SER 1 -----------------GROUP 13 0.53 78462F103 SPDR S&P 500 ETF TR TR UNIT
Current >= 1PCT 13G/D investors (PCT = percent of company):
PCT CIK DATE TYPE NAME 2.75% 315066 2022-02-02 13G FMR LLC
Current >= 1PCT 13F investors (PCT = percent of total AUM):
PCT CIK NAME 19.86% 1896711 SBB Research Group LLC 17.85% 1536549 MKD WEALTH COACHES, LLC 17.58% 1581793 Hefren-Tillotson, Inc. 15.73% 931588 PROVIDA PENSION FUND ADMINISTRATOR 14.59% 1671623 Horan Securities, Inc. 14.57% 1097218 Nationwide Fund Advisors 13.97% 1843536 Fort Henry Capital, LLC 13.33% 1906537 Transparent Wealth Partners LLC 12.87% 1727336 First Command Advisory Services, Inc. 12.68% 1786241 HILLTOP WEALTH ADVISORS, LLC 12.35% 1581794 Northern Capital Management, Inc. 12.00% 1800358 Cairn Investment Group, Inc. 11.65% 1697767 Northwest Quadrant Wealth Management, LLC 11.42% 1313871 First National Bank of Hutchinson 11.41% 1840486 Harbor Group, Inc. 11.37% 1511985 West Coast Financial LLC 11.05% 1511915 Meristem Family Wealth, LLC 11.05% 1840888 Roth Financial Partners LLC 10.41% 1844821 IRONWOOD WEALTH MANAGEMENT, INC. 10.39% 1910381 Kellett Schaffner Wealth Advisors LLC 10.34% 1661144 St. Louis Trust Co 10.33% 1726823 Invenire Partners, LP 10.24% 1910641 Bryant Woods Investment Advisors, LLC 10.11% 1294571 Millburn Ridgefield Corp 9.97% 1574408 LVZ, Inc. 9.91% 1862427 Fi3 FINANCIAL ADVISORS, LLC 9.75% 1909750 Operose Advisors LLC 9.47% 1540867 New England Professional Planning Group Inc. 9.46% 1633573 Colony Family Offices, LLC 9.30% 1846786 Kowal Investment Group, LLC 8.99% 1730068 VIRIDIAN RIA, LLC 8.87% 1117233 SIGNATURE SECURITIES GROUP CORPORATION 8.78% 1563634 Pachira Investments Inc. 8.29% 1599623 Shoker Investment Counsel, Inc. 8.27% 1125727 FIRST INTERSTATE BANK 8.13% 107136 WILEY BROS.-AINTREE CAPITAL, LLC 8.11% 1770532 Core Wealth Advisors, Inc. 8.11% 1767056 Fairhaven Wealth Management, LLC 8.06% 1318601 Acropolis Investment Management, LLC 8.05% 1843581 Fountainhead AM, LLC 8.05% 1752758 Elwood & Goetz Wealth Advisory Group, LLC 8.02% 1286478 UNITED BANK 8.00% 1804116 Kerntke Otto McGlone Wealth Management Group 7.62% 1611518 Wealth Architects, LLC 7.61% 1766067 TRUEFG, LLC 7.59% 1269978 ALESCO ADVISORS LLC 7.53% 1662212 Grove Bank & Trust 7.43% 1387386 MORRIS FINANCIAL CONCEPTS, INC. 7.38% 1798986 Cedar Mountain Advisors, LLC 7.38% 1279926 PACIFIC FINANCIAL GROUP INC 7.34% 1549275 Catalyst Capital Advisors LLC 7.20% 1911900 Richwood Investment Advisors, LLC 7.18% 920655 VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 7.05% 1616454 NextCapital Advisers, Inc. 7.04% 1387723 BANK OF STOCKTON 6.97% 712011 PLANNING ALTERNATIVES LTD /ADV 6.94% 1521951 FIRST BUSINESS FINANCIAL SERVICES, INC. 6.92% 1801184 Single Point Partners, LLC 6.81% 1424367 Voya Financial Advisors, Inc. 6.79% 1722641 Valeo Financial Advisors, LLC 6.79% 1846991 Round Rock Advisors, LLC 6.66% 1727342 Hudson Capital Management LLC 6.65% 1544806 VICUS CAPITAL 6.63% 1823172 One Day In July LLC 6.60% 1330325 Opus Capital Group, LLC 6.56% 1478179 Daniels&Tansey,LLP 6.56% 1904822 DBK Financial Counsel, LLC 6.42% 1757706 Benchmark Financial Wealth Advisors, LLC 6.42% 1910146 Frontier Asset Management, LLC 6.34% 1746438 Vishria Bird Financial Group, LLC 6.29% 1769578 BLUE SQUARE ASSET MANAGEMENT, LLC 6.29% 1518364 Accredited Investors Inc. 6.29% 1573263 Wiser Wealth Management, Inc 6.28% 1768195 Trek Financial, LLC 6.27% 1802891 Verde Capital Management 6.25% 1635523 CLEAR INVESTMENT RESEARCH, LLC 6.18% 1680638 Paragon Wealth Strategies, LLC 6.15% 1844107 Elk River Wealth Management, LLC 6.15% 1847258 WC Walker & Associates, Inc. 6.11% 1909249 SOUTHERN CAPITAL ADVISORS, LLC 6.11% 1907212 PACK Private Wealth, LLC 6.10% 1844024 Oakwell Private Wealth Management, LLC 5.92% 1535859 Rezny Wealth Management, Inc. 5.91% 1091923 PENINSULA ASSET MANAGEMENT INC 5.84% 1566801 Aft, Forsyth & Sober, LLC 5.83% 1742569 O'Dell Group, LLC 5.83% 1909316 JOURNEY STRATEGIC WEALTH LLC 5.81% 1903883 SHELTON WEALTH MANAGEMENT, LLC 5.79% 1821455 MTC Wealth Management LLC 5.60% 1890183 Holland Advisory Services, Inc. 5.57% 1677560 Members Trust Co 5.56% 1372130 HEADINVEST, LLC 5.52% 1844567 Compton Financial Group, LLC 5.50% 1798926 John W. Brooker & Co., CPAs 5.47% 1694592 Pettinga Financial Advisors, LLC 5.42% 1908732 Magnolia Wealth Management, LLC 5.41% 1692820 Ironwood Wealth Management, LLC. 5.39% 1766228 Legacy Capital Wealth Partners, LLC 5.38% 1778185 PRIVATE CAPITAL MANAGEMENT LLC 5.36% 1859579 Paradigm, Strategies in Wealth Management, LLC 5.36% 1800556 KFA Private Wealth Group, LLC 5.36% 936938 CAPE ANN SAVINGS BANK 5.35% 1803662 MAGNOLIA CAPITAL ADVISORS LLC 5.32% 1426771 Alaska Permanent Capital Management 5.32% 1389059 BLB&B Advisors, LLC 5.29% 1873372 Crestmont Private Wealth LLC 5.27% 1689829 Connecticut Wealth Management, LLC 5.26% 1762294 Evergreen Advisors, LLC 5.24% 1631930 Neumann Capital Management, LLC 5.22% 1813577 Whitcomb & Hess, Inc. 5.21% 1388443 Palisades Hudson Asset Management, L.P. 5.21% 1911766 Vantage Financial Partners, LLC 5.19% 1803536 Cadent Capital Advisors, LLC 5.15% 1321993 GRIMES & COMPANY, INC. 5.14% 1785545 ESL Trust Services, LLC 5.03% 1733788 Centerpoint Advisors, LLC 4.97% 1417889 Vision Capital Management, Inc. 4.86% 1731713 Windsor Group LTD 4.84% 1802743 Element Wealth, LLC 4.80% 1783412 IFG Advisors, LLC 4.75% 1765216 Magnus Financial Group LLC 4.73% 1820593 Navalign, LLC 4.72% 1085163 SIGMA INVESTMENT COUNSELORS INC 4.61% 1509974 Summit Asset Management, LLC 4.58% 1906003 Anson Capital, Inc. 4.57% 1765617 IFS Advisors, LLC 4.56% 1099762 MARINO, STRAM & ASSOCIATES LLC 4.54% 1843275 TKG Advisors, LLC 4.49% 1718982 Spearhead Capital Advisors, LLC 4.49% 1625246 Summit Financial Strategies, Inc. 4.46% 1767710 Guidance Point Advisors, LLC 4.45% 1543536 Hudock, Inc. 4.43% 1550057 Goelzer Investment Management, Inc. 4.41% 1845980 KEYSTONE WEALTH PARTNERS 4.36% 1757605 EQ LLC 4.34% 1811034 1623 Capital LLC 4.33% 1840261 4Thought Financial Group Inc. 4.33% 1723925 Legacy Financial Strategies, LLC 4.31% 1726609 AAF Wealth Management, LLC 4.29% 1672067 Kelman-Lazarov, Inc. 4.28% 1767982 Omega Financial Group, LLC 4.27% 1141802 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4.26% 1766435 Personal Wealth Partners 4.23% 1628896 Capital Advantage, Inc. 4.21% 1488921 Legacy Wealth Management, Inc 4.20% 1426754 Wallington Asset Management, LLC 4.18% 1682677 Strategic Wealth Partners Group LLC 4.17% 1729854 MainStreet Investment Advisors LLC 4.17% 1844428 RITTER DANIHER FINANCIAL ADVISORY, LLC 4.17% 1731601 APCM Wealth Management for Individuals 4.14% 1550191 Stonehearth Capital Management, LLC 4.11% 1502149 Transamerica Financial Advisors, Inc. 4.08% 1906866 MATRIX PRIVATE CAPITAL GROUP LLC 4.08% 1851395 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 4.07% 1352675 Bangor Savings Bank 4.06% 1644329 Wela Strategies, Inc. 3.99% 1599603 Tarbox Family Office, Inc. 3.98% 1764144 MIRSKY FINANCIAL MANAGEMENT CORP. 3.96% 1802361 MAGNOLIA CAPITAL MANAGEMENT LTD 3.94% 1910273 Investment Advisory Group, LLC 3.91% 1844227 Orin Green Financial, LLC 3.90% 1729096 Ballew Advisors, Inc 3.89% 1801989 Cardinal Strategic Wealth Guidance 3.88% 716851 MONEY CONCEPTS CAPITAL CORP 3.87% 1731497 Ellenbecker Investment Group 3.86% 841802 FURE FINANCIAL CORP 3.85% 1840760 Financial Network Wealth Management LLC 3.85% 1808748 Davidson Capital Management Inc. 3.83% 1716399 CAHABA WEALTH MANAGEMENT, INC. 3.80% 1604723 RKL Wealth Management LLC 3.79% 1695214 Polianta Ltd 3.77% 1849614 ENCOMPASS WEALTH ADVISORS, LLC 3.76% 1755933 Dougherty Wealth Advisers LLC 3.75% 1912300 Vericrest Private Wealth 3.74% 1765054 TimeScale Financial, Inc. 3.71% 1801112 Great Diamond Partners, LLC 3.70% 1706013 Ally Invest Advisors Inc. 3.68% 1830600 WIPFLI FINANCIAL ADVISORS LLC, 3.66% 1767699 ALTERNA WEALTH MANAGEMENT, INC 3.66% 1767151 Outlook Wealth Advisors, LLC 3.63% 1842787 Newton One Investments LLC 3.61% 1666024 Capital Asset Advisory Services LLC 3.57% 1862067 Fortress Wealth Group, LLC 3.56% 1662449 Klingman & Associates, LLC 3.53% 1819279 Klaas Financial Asset Advisors, LLC 3.51% 1819695 ONE Advisory Partners, LLC 3.50% 1568068 JFS WEALTH ADVISORS, LLC 3.50% 1853239 Willis Johnson & Associates, Inc. 3.48% 1729847 Nikulski Financial, Inc. 3.47% 1666363 Venturi Wealth Management, LLC 3.47% 1801881 DOHJ, LLC 3.46% 1805250 Consolidated Planning Corp 3.43% 1803236 Resonant Capital Advisors, LLC 3.43% 1007295 BRIDGES INVESTMENT MANAGEMENT INC 3.41% 1880087 Topel & Distasi Wealth Management, LLC 3.41% 1731448 G&S Capital LLC 3.41% 1803848 RMR Wealth Builders 3.34% 1744318 MinichMacGregor Wealth Management, LLC 3.29% 1801634 LWS Wealth Advisors, Inc. 3.28% 1865158 Keystone Financial Services 3.26% 1802107 Altus Wealth Management, LLC 3.25% 1849724 Alliance Wealth Advisors, LLC 3.24% 1806668 SVB Wealth Advisory, Inc. 3.24% 200724 SMITH, MOORE & CO. 3.22% 1569139 High Falls Advisors, Inc 3.21% 1701879 Acorns Advisers, LLC 3.20% 1761013 Cresset Asset Management, LLC 3.20% 1646247 Wealthspire Advisors, LLC 3.19% 1771169 CCG WEALTH MANAGEMENT, LLC 3.19% 1907820 AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3.18% 1705716 Conservest Capital Advisors, Inc. 3.18% 1911470 ETF Store, Inc. 3.18% 1890149 Bell Investment Advisors, Inc 3.17% 1910660 Horizon Family Wealth, Inc. 3.11% 934866 PEOPLES BANK /OH 3.10% 1653199 FFT WEALTH MANAGEMENT LLC 3.10% 1217758 REGENTATLANTIC CAPITAL LLC 3.10% 1908167 UNIONVIEW, LLC 3.10% 1568235 King Wealth 3.09% 1797873 Lineweaver Wealth Advisors, LLC 3.09% 1278573 Destination Wealth Management 3.04% 1842820 TMD Wealth Management, LLC 3.03% 1846308 Freedman Financial Associates, Inc. 3.02% 1759803 Graves-Light Private Wealth Management, Inc. 3.00% 1667074 TRUE Private Wealth Advisors 2.99% 1844444 Accretive Wealth Partners, LLC 2.99% 1082509 SMITH CHAS P & ASSOCIATES PA CPAS 2.97% 1888541 Strategic Asset Management, LLC 2.97% 1599084 Cranbrook Wealth Management, LLC 2.97% 1803291 Asio Capital, LLC 2.96% 1703080 MONEYWISE, INC. 2.96% 1281761 REGIONS FINANCIAL CORP 2.96% 1844424 Madison Wealth Partners, Inc 2.95% 1846150 SAX WEALTH ADVISORS, LLC 2.94% 1635342 ETF Portfolio Partners, Inc. 2.93% 1692632 First Bank & Trust 2.92% 1511137 PATHSTONE FAMILY OFFICE, LLC 2.92% 1262677 NOESIS CAPITAL MANGEMENT CORP 2.92% 1362987 ELM ADVISORS, LLC 2.91% 1654599 BEACON INVESTMENT ADVISORY SERVICES, INC. 2.91% 1839255 SWMG, LLC 2.90% 1757617 Full Sail Capital, LLC 2.89% 1457833 Sandy Spring Bank 2.89% 1059057 ROVIN CAPITAL /UT/ /ADV 2.88% 1054677 ALBION FINANCIAL GROUP /UT 2.88% 882119 SAGE FINANCIAL GROUP INC 2.88% 1779040 PSI Advisors, LLC 2.88% 1800533 Lionsbridge Wealth Management LLC 2.85% 1802084 CVA Family Office, LLC 2.84% 1411268 Twele Capital Management, Inc. 2.84% 1653202 LGL PARTNERS, LLC 2.84% 1309148 Hills Bank & Trust Co 2.82% 1342396 FOUNDERS FINANCIAL SECURITIES LLC 2.82% 1844831 FINANCIAL MANAGEMENT NETWORK INC 2.82% 1009198 STERLING INVESTMENT ADVISORS LLC /ADV 2.81% 1791555 Hubbell Strickland Wealth Management, LLC 2.79% 1911040 First Farmers & Merchants Bank / Trust 2.78% 1767070 Shulman DeMeo Asset Management LLC 2.77% 1723681 Affiance Financial, LLC 2.76% 811808 SUMMIT FINANCIAL GROUP, INC. 2.74% 1729428 Monument Capital Management 2.73% 1698220 Heritage Way Advisors, LLC 2.70% 1157519 OKABENA INVESTMENT SERVICES INC 2.69% 1066816 EVERMAY WEALTH MANAGEMENT LLC 2.68% 1632283 Summit Financial Wealth Advisors, LLC 2.68% 1753218 MorganRosel Wealth Management, LLC 2.66% 1849518 DEFINED WEALTH MANAGEMENT, LLC 2.65% 1735734 Wealth Alliance Advisory Group, LLC 2.65% 1821289 Tri-Star Advisors Inc. 2.65% 1842010 Laurel Wealth Planning LLC 2.65% 1767513 Human Investing LLC 2.64% 1876811 Heritage Investment Group, Inc. 2.63% 1810023 Affinity Capital Advisors, LLC 2.62% 1747799 Brio Consultants, LLC 2.61% 1799957 PFG Private Wealth Management, LLC 2.59% 1787125 TBH Global Asset Management, LLC 2.58% 314949 GLENMEDE TRUST CO NA 2.57% 1629649 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 2.57% 1820681 Snider Financial Group 2.56% 1179791 CIM INVESTMENT MANAGEMENT INC 2.55% 1846114 Boyd Wealth Management, LLC 2.55% 1715740 Bogart Wealth, LLC 2.54% 1164632 Chesley Taft & Associates LLC 2.54% 1317733 Exchange Capital Management, Inc. 2.54% 1696497 Stone House Investment Management, LLC 2.54% 1819815 Bellwether Advisors, LLC 2.53% 49205 HUNTINGTON NATIONAL BANK 2.52% 842941 Haverford Trust Co 2.52% 717538 ARROW FINANCIAL CORP 2.50% 1761871 Hardy Reed LLC 2.50% 1849055 Navis Wealth Advisors, LLC 2.49% 1800752 Camden Capital, LLC 2.46% 1879371 JB Capital LLC 2.45% 1803087 Essex Private Wealth Management, LLC 2.43% 712534 FIRST MERCHANTS CORP 2.41% 1843294 Wealth Management Partners, LLC 2.40% 1632078 Spectrum Asset Management, Inc. (NB/CA) 2.38% 1906223 Viewpoint Capital Management LLC 2.38% 1598011 Moreno Evelyn V 2.37% 1120927 MONETA GROUP INVESTMENT ADVISORS LLC 2.36% 1650717 QUADRANT CAPITAL GROUP LLC 2.35% 1824700 Capital Advisors Wealth Management, LLC 2.34% 1728778 Landmark Wealth Management, LLC 2.33% 1849683 TNF LLC 2.32% 1905979 Wealth Management Solutions, LLC 2.31% 701516 MEANS INVESTMENT CO., INC. 2.29% 810121 HARBOUR INVESTMENTS, INC. 2.28% 1630360 Ironwood Financial, llc 2.28% 1669662 Peak Financial Management, Inc. 2.26% 1794198 Graypoint LLC 2.24% 1259261 BOSTON RESEARCH & MANAGEMENT INC 2.24% 1855571 High Pines Wealth Management, LLC 2.24% 1696957 SigFig Wealth Management, LLC 2.23% 1642246 Sharkey, Howes & Javer 2.23% 1535677 Day & Ennis, LLC 2.22% 1842572 Altus Wealth Group LLC 2.22% 1908859 RESOLUTE FINANCIAL, LLC 2.20% 1563690 Boltwood Capital Management 2.18% 1903858 Harrison & Co Wealth Management, LLC 2.17% 1722512 Trilogy Capital Inc. 2.15% 1811805 Capstone Triton Financial Group, LLC 2.15% 1740140 VISTA INVESTMENT MANAGEMENT 2.15% 1739594 Altium Wealth Management LLC 2.15% 1103245 SMITHBRIDGE ASSET MANAGEMENT INC/DE 2.15% 1697847 Marietta Wealth Management, LLC 2.14% 1706351 CFO4Life Group, LLC 2.14% 1846923 Williams Financial, LLC 2.13% 1739878 First National Bank of South Miami 2.13% 1835669 Crew Capital Management, Ltd. 2.13% 1737112 Lutz Financial Services LLC 2.12% 1599852 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2.12% 1259969 FARMERS & MERCHANTS INVESTMENTS INC 2.11% 1731275 Divergent Wealth Advisors 2.10% 1416692 Financial Architects, Inc 2.10% 1035463 CHARTER TRUST CO 2.09% 1842116 B, B, H, & B INC. 2.08% 1694287 Asset Planning Services, Ltd. 2.08% 1843492 Campion Asset Management 2.07% 1799797 Provident Wealth Management, LLC 2.07% 1633288 Towercrest Capital Management 2.07% 1315339 First Financial Bank - Trust Division 2.06% 1698750 TFO-TDC, LLC 2.06% 1749914 Insight Wealth Strategies, LLC 2.06% 1801413 Summit Place Financial Advisors, LLC 2.05% 1766156 Salomon & Ludwin, LLC 2.05% 1619779 RiverGlades Family Offices LLC 2.05% 1054646 CAPE COD FIVE CENTS SAVINGS BANK 2.03% 1054257 ADIRONDACK TRUST CO 2.03% 1730456 CAPITAL WEALTH MANAGEMENT, LLC 2.01% 1109767 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2.01% 1674623 WEALTHSOURCE PARTNERS, LLC 2.01% 1317348 BOK Financial Private Wealth, Inc. 1.99% 1374998 PREMIER ASSET MANAGEMENT LLC 1.99% 1803673 PAX Financial Group, LLC 1.98% 1826790 Tennessee Valley Asset Management Partners 1.98% 1641652 ROPES WEALTH ADVISORS LLC 1.98% 1764387 Apollon Wealth Management, LLC 1.97% 1484265 McKinley Carter Wealth Services, Inc. 1.97% 1757128 Laurel Wealth Advisors LLC 1.97% 1764754 Geneos Wealth Management Inc. 1.96% 1831431 SOUNDMARK WEALTH MANAGEMENT, LLC 1.96% 866590 MANCHESTER FINANCIAL INC 1.95% 1542284 Madden Advisory Services, Inc. 1.94% 1552564 Column Capital Advisors, LLC 1.91% 1569118 JNBA Financial Advisors 1.90% 1352547 Legacy Private Trust Co. 1.90% 1583092 Main Management LLC 1.90% 1542287 Annex Advisory Services, LLC 1.90% 936698 FRONT BARNETT ASSOCIATES LLC 1.88% 1795173 UMA Financial Services, Inc. 1.87% 1730813 FINANCIAL LIFE ADVISORS 1.87% 1810676 HYA Advisors, Inc 1.86% 1762086 Sage Financial Management Group, Inc. 1.84% 1846758 Orion Capital Management LLC 1.84% 1067532 FORBES J M & CO LLP 1.84% 1760076 Global Strategic Investment Solutions, LLC 1.83% 1350660 PHILLIPS FINANCIAL MANAGEMENT, LLC 1.83% 1664147 Colorado Capital Management, Inc. 1.82% 1908192 Stone Point Wealth LLC 1.82% 1318259 White Pine Investment CO 1.81% 1673954 SevenBridge Financial Group, LLC 1.81% 1420473 Financial Engines Advisors L.L.C. 1.81% 1690010 Parallel Advisors, LLC 1.79% 1622001 FinTrust Capital Advisors, LLC 1.78% 1542611 Executive Wealth Management, LLC 1.78% 1802278 Stokes Family Office, LLC 1.77% 1512073 AFT, FORSYTH & COMPANY, INC. 1.77% 1666733 Canal Capital Management, LLC 1.76% 1089877 KEYBANK NATIONAL ASSOCIATION/OH 1.75% 1765590 Ellis Investment Partners, LLC 1.75% 1559832 Estate Counselors, LLC 1.75% 1764260 Maltin Wealth Management, Inc. 1.75% 1806425 Citizens National Bank Trust Department 1.74% 1674486 Simmons Bank 1.73% 1352864 BKD Wealth Advisors, LLC 1.73% 1305707 ProVise Management Group, LLC 1.71% 1769063 Foster Victor Wealth Advisors, LLC 1.71% 1820680 BLUESTEM FINANCIAL ADVISORS, LLC 1.71% 1832093 Baron Financial Group, LLC 1.70% 1812155 StrongBox Wealth, LLC 1.69% 1103653 MASSMUTUAL TRUST CO FSB/ADV 1.68% 1768302 ERn Financial, LLC 1.68% 1849444 SOA Wealth Advisors, LLC. 1.67% 1541353 Triangle Securities Wealth Management 1.67% 1729672 Global Trust Asset Management, LLC 1.66% 1800465 XML Financial, LLC 1.65% 1645382 MISSION WEALTH MANAGEMENT, LP 1.63% 1731732 Certified Advisory Corp 1.63% 1543100 Windsor Capital Management, LLC 1.63% 1911342 Intergy Private Wealth, LLC 1.62% 913760 StoneX Group Inc. 1.61% 1752762 Next Capital Management LLC 1.61% 1631773 Concorde Asset Management, LLC 1.60% 1697791 United Bank 1.60% 1093276 NOTTINGHAM ADVISORS, INC. 1.60% 1599511 Tortoise Investment Management, LLC 1.58% 1767107 GARRISON POINT ADVISORS, LLC 1.57% 752798 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1.57% 1845766 Lebenthal Global Advisors, LLC 1.56% 1912040 OAK HARBOR WEALTH PARTNERS, LLC 1.56% 1660203 BerganKDV Wealth Management, LLC 1.54% 1803058 EPG Wealth Management LLC 1.53% 1900990 Vahanian & Associates Financial Planning Inc. 1.53% 1774727 Liquid Strategies, LLC 1.53% 1767297 VeraBank, N.A. 1.53% 1713520 Crescent Grove Advisors, LLC 1.51% 1632965 Private Advisory Group LLC 1.50% 1767080 Abundance Wealth Counselors 1.49% 1388409 NOVARE CAPITAL MANAGEMENT LLC 1.49% 1802324 360 Financial, Inc. 1.48% 1803425 CAROLINAS WEALTH CONSULTING LLC 1.48% 1908386 Leverty Financial Group, LLC 1.46% 1694895 Mitsubishi UFJ Asset Management (UK) Ltd. 1.46% 1840775 4J Wealth Management LLC 1.46% 1657980 Vista Private Wealth Partners. LLC 1.45% 1471474 Avidian Wealth Solutions, LLC 1.45% 1650654 Pegasus Partners Ltd. 1.45% 1689013 JT Stratford LLC 1.45% 1632187 Community Bank, N.A. 1.44% 1719203 ASPIREON WEALTH ADVISORS 1.43% 1905662 Waypoint Capital Advisors, LLC 1.43% 781875 COMERICA SECURITIES,INC. 1.43% 1730945 Congress Park Capital LLC 1.42% 1161822 GREENWOOD CAPITAL ASSOCIATES LLC 1.42% 1599584 Brookstone Capital Management 1.42% 1140334 FLPUTNAM INVESTMENT MANAGEMENT CO 1.42% 1800745 R. W. 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