VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 1,657,590 $106M <0.01% +131,115 13F-HR Timeline Group Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 1,100,000 $70.6M 0.45% 0 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 402,429 $25.8M 0.2% +113,489 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 273,951 $17.6M 0.02% +9,305 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 257,161 $16.5M <0.01% +6,841 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 174,335 $11.2M 1.41% +9,277 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 171,598 $11M 0.38% +1,327 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 152,625 $9.8M 2.37% -1,151 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 149,699 $9.61M 0.11% +5,841 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 148,017 $9.5M 0.96% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 143,361 $9.2M 0.04% +15,001 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 121,898 $7.83M 0.01% +938 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 95,035 $6.1M 1.44% +1,765 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 85,185 $5.47M 0.01% -2,488 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 68,433 $4.39M 0.01% +11,843 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 65,045 $4.18M <0.01% +7,083 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 62,344 $4M 0.59% +3,456 13F-HR Timeline 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 56,801 $3.65M 0.15% +5,670 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 50,548 $3.25M <0.01% -362 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 44,847 $2.88M 0.52% +1,553 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 40,684 $2.61M <0.01% +26,832 13F-HR/A Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 37,871 $2.43M 0.02% +1,721 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 35,911 $2.31M 0.01% +2,720 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 35,582 $2.28M 0.77% +836 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 32,948 $2.12M 0.38% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 30,486 $1.96M <0.01% +23,101 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 26,413 $1.7M <0.01% +886 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 24,871 $1.6M <0.01% -1,480 13F-HR Timeline Group BetterWealth, LLC More: the full row for BetterWealth, LLC 23,195 $1.49M 0.35% +205 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20,972 $1.35M 0.03% +651 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,541 $1.25M <0.01% -38,361 13F-HR Timeline Group Level Financial Advisors More: the full row for Level Financial Advisors 19,178 $1.23M 0.35% +1,372 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 18,238 $1.17M 0.01% +49 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 17,210 $1.1M <0.01% +750 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 16,584 $1.06M <0.01% +11,741 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 16,079 $1.03M 0.65% +1,523 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 15,643 $1M 0.13% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 7,726 $1M 0.25% new 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 15,295 $980K 0.22% +385 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 13,478 $874K 0.79% -115 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 13,090 $840K 0.06% +200 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 13,041 $837K 0.13% +2,980 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 12,930 $830K 0.28% +3,542 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 12,359 $792K <0.01% +930 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 11,388 $731K 0.01% +703 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 11,338 $728K 0.05% +3,510 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 11,017 $707K 0.29% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,837 $696K <0.01% -49 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 10,147 $651K <0.01% +5,255 13F-HR/A Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 10,063 $646K 0.01% -153 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 9,883 $634K 0.02% -3,113 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,368 $601K 0.09% +1,972 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 9,282 $596K 0.05% +555 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 8,996 $578K 0.1% -4,398 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,639 $555K 0.03% +102 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,543 $548K <0.01% +162 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 8,325 $534K 0.5% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 8,171 $525K 0.04% +3,852 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 7,941 $509K 0.33% +191 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,927 $509K <0.01% -722 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 $508K <0.01% 0 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,511 $482K 0.03% +79 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 7,216 $463K 0.13% +59 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,586 $423K <0.01% +367 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 6,459 $415K 0.1% +849 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 6,400 $411K <0.01% new 13F-HR Timeline Group Essential Planning, LLC. More: the full row for Essential Planning, LLC. 6,325 $406K 0.14% -173 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 6,187 $397K <0.01% -418 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 5,843 $375K 0.15% +183 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,602 $360K 0.01% 0 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 $360K 0.09% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,346 $343K <0.01% +782 13F-HR Timeline Group Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 5,242 $337K 0.27% 0 13F-HR Timeline 25 LLC More: the full row for 25 LLC 5,208 $334K 0.11% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,107 $328K 0.01% new 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 5,013 $322K 0.21% 0 13F-HR/A Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 4,885 $314K 0.01% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,870 $313K 0.06% +45 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 4,327 $278K 0.04% +478 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 4,242 $272K 0.03% new 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 4,131 $265K 0.13% -1,590 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,053 $257K 0.09% 0 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,861 $248K 0.12% 0 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 3,808 $244K 0.1% -27 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 3,758 $241K <0.01% +43 13F-HR Timeline Group Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 3,530 $227K 0.08% new 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 2,998 $192K 0.05% -12 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 2,923 $189K 0.03% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,906 $122K 0.03% -1,028 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,428 $91.7K <0.01% +103 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,357 $87.1K 0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,303 $83.7K 0.02% 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,240 $79.6K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,163 $74.7K <0.01% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,006 $64.6K 0.04% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 927 $59.5K <0.01% +9 13F-HR/A Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 800 $51.2K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 793 $50.9K <0.01% +9 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 564 $36.2K 0.02% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 535 $34.3K <0.01% new 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 521 $33.4K <0.01% +6 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 158 $10.1K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 140 $8.99K <0.01% +8 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 132 $8.5K <0.01% +1 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 116 $7.45K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 75 $4.82K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 72 $4.62K <0.01% 0 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 62 $3K <0.01% +1 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 44 $2.83K <0.01% 0 13F-HR Timeline