VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 1,297,321 $80.4M <0.01% +206,994 13F-HR Timeline Group Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 1,100,000 $68.2M 0.52% new 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 411,749 $26M 0.17% +405,373 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 315,502 $19.7M 0.21% -16,733 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 255,440 $15.8M 0.02% +19,102 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 239,665 $14.9M <0.01% +17,189 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 196,341 $12.2M 0.52% +2,898 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 172,646 $10.7M 2.93% +2,305 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 152,714 $9.47M 1.48% +17,917 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 138,303 $8.57M 0.1% +1,023 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 124,117 $7.69M 0.02% new 13F-HR/A Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 105,174 $6.52M 0.08% +2,740 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 101,400 $6.29M 0.01% +27,434 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 80,888 $5.01M 0.03% +9,170 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 70,112 $4.35M 0.01% -2,754 13F-HR Timeline Group Human Investing LLC More: the full row for Human Investing LLC 53,930 $3.34M 0.59% +1,089 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 49,560 $3.17M 0.01% -14,760 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 47,895 $2.97M <0.01% +1,419 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 43,028 $2.67M 0.12% +4,264 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 41,442 $2.57M 0.6% +12,119 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 39,929 $2.48M <0.01% +5,989 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 32,594 $2.02M 0.01% +540 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 32,372 $2.01M 0.55% +4,501 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 27,735 $1.72M 0.67% +2,216 13F-HR/A Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 24,818 $1.54M <0.01% -88 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 23,889 $1.48M <0.01% -110 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 23,700 $1.47M 0.08% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 23,468 $1.45M <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20,230 $1.25M 0.04% +261 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 17,433 $1.08M 0.4% +3,817 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 16,129 $1000K 0.01% -2,405 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 14,624 $907K 0.02% new 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 14,630 $896K 0.26% +177 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 14,206 $883K <0.01% +2,617 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 13,396 $830K 0.16% +516 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 13,246 $821K 0.23% -45,572 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 13,115 $813K 0.2% +10,175 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 12,459 $772K 0.03% +398 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 12,220 $758K 0.41% 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 10,850 $673K 0.06% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 10,116 $627K 0.11% +6,934 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 10,113 $627K <0.01% +81 13F-HR Timeline Group Farrell Financial LLC More: the full row for Farrell Financial LLC 9,692 $601K 0.43% +3,988 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 9,483 $588K 0.12% +2,934 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 9,297 $576K 0.01% +3,513 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 8,991 $561K 0.61% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,542 $530K <0.01% +136 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,439 $523K 0.03% +72 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,915 $491K <0.01% 0 13F-HR Timeline Group Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 7,873 $488K 0.05% +736 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,304 $453K 0.03% +97 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 7,264 $450K 0.08% +201 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 7,235 $444K 0.37% +322 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 7,061 $438K 0.14% -4,360 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,572 $407K <0.01% 13F-HR/A Timeline Group Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 6,371 $395K 0.22% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,996 $372K <0.01% +299 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,959 $369K <0.01% -2,772 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,602 $347K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 5,602 $347K 0.1% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,455 $338K <0.01% +1,460 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 5,242 $325K 0.3% 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 4,963 $308K 0.05% +1,410 13F-HR/A Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,750 $294K 0.08% +10 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 4,420 $274K 0.31% 13F-HR/A Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 4,306 $267K 0.1% +158 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 4,058 $252K 0.13% 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,996 $248K 0.13% new 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 3,907 $242K 0.17% 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 3,784 $235K 0.18% 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,473 $215K <0.01% -1,476 13F-HR/A Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,408 $211K 0.04% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,333 $207K <0.01% new 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 3,315 $205K 0.04% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3,173 $197K 0.16% 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 2,914 $181K 0.08% +1,921 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 2,381 $148K 0.04% +1,279 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,472 $91.3K <0.01% -170 13F-HR Timeline Group Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 1,451 $89.9K 0.02% +19 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,409 $87.3K 0.02% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,000 $62K <0.01% -1,712 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 903 $56K <0.01% +12 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 737 $45.7K <0.01% +72 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 700 $43.4K <0.01% +14 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 582 $36.1K <0.01% +1 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 564 $35K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 505 $31.3K <0.01% +403 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 129 $8.02K <0.01% +2 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 100 $6.2K <0.01% +99 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 72 $4.46K <0.01% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 49 $3.04K <0.01% -35 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 60 $3K <0.01% +1 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.