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| Institution | Shares | Value | Change |
|---|---|---|---|
| MORGAN STANLEY | 3,642,813 | $762,586,872 | 0.00% |
| Wealthfront Advisers LLC | 3,409,687 | $713,783,803 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 2,888,061 | $604,586,698 | 0.00% |
| BANK OF AMERICA CORP /DE/ | 1,729,394 | $362,031,333 | 0.00% |
| Wealthspire Advisors, LLC | 1,646,332 | $344,643,150 | 0.00% |
| VANGUARD GROUP INC | 1,293,379 | $270,755,780 | 0.00% |
| FIFTH THIRD BANCORP | 1,291,000 | $270,257,940 | 0.00% |
| ASSETMARK, INC | 1,179,148 | $246,842,762 | 0.00% |
| LPL Financial LLC | 1,013,692 | $212,206,313 | 0.00% |
| US BANCORP \DE\ | 982,935 | $205,767,725 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 973,220 | $203,738,108 | 0.00% |
| ROYAL BANK OF CANADA | 922,731 | $193,165,000 | 0.00% |
| Focus Partners Wealth | 879,800 | $184,179,299 | 0.00% |
| Plante Moran Financial Advisors, LLC | 733,430 | $153,536,184 | 0.00% |
| Envestnet Portfolio Solutions, Inc. | 726,175 | $152,017,489 | 0.00% |
| Cerity Partners LLC | 712,413 | $149,136,546 | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 698,743 | $146,274,818 | 0.00% |
| GOLDMAN SACHS GROUP INC | 691,646 | $144,789,240 | 0.00% |
| UBS Group AG | 648,475 | $135,751,757 | 0.00% |
| SageView Advisory Group, LLC | 620,159 | $129,824,187 | 0.00% |
| Institution | Action | Shares |
|---|---|---|
| KERR FINANCIAL PLANNING Corp | BUY | 3 |
| Wiser Advisor Group LLC | BUY | 18 |
| Wallace Hart LLC | BUY | 100 |
| UBS Group AG | BUY | 648,475 |
| MONOGRAPH WEALTH ADVISORS, LLC | BUY | 2,271 |
| Activest Wealth Management | BUY | 0 |
| SJS Investment Consulting Inc. | BUY | 20 |
| QUADRANT CAPITAL GROUP LLC | BUY | 11,356 |
| Heartwood Wealth Advisors LLC | BUY | 1,517 |
| Towercrest Capital Management | BUY | 1,011 |
| Orion Capital Management LLC | BUY | 82 |
| Grey Fox Wealth Advisors, LLC | BUY | 338 |
| Worth Asset Management, LLC | BUY | 2,999 |
| PFG Investments, LLC | BUY | 1,201 |
| Steigerwald, Gordon & Koch Inc. | BUY | 222 |
| AF Advisors, Inc. | BUY | 1,000 |
| RICHARDS, MERRILL & PETERSON, INC. | BUY | 4 |
| Sterling Investment Advisors, Ltd. | BUY | 1,000 |
| Montecito Bank & Trust | BUY | 2,900 |
| BEACON FINANCIAL GROUP | BUY | 1,000 |
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