| CIBC Bancorp USA Inc. |
| 0.7% | 0.76% | #1 | $573.6M | 16.6M | $567.9M | 16.5M | +129,554+0.78% | Add |
| Savant Capital, LLC |
| 0.02% | — | #13 | $5.9M | 164,554 | $0 | 0 | +164,554 | New Buy |
| Orion Porfolio Solutions, LLC |
| 0.02% | 0.02% | #12 | $2.6M | 74,315 | $2.5M | 73,575 | +740+1.01% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #33 | $1.3M | 38,836 | $1.2M | 35,201 | +3,635+10.33% | Add |
| BROWN ADVISORY INC |
| <0.01% | <0.01% | #18 | $1.3M | 38,100 | $1.3M | 38,100 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | <0.01% | #32 | $1.3M | 37,753 | $1.2M | 34,635 | +3,118+9.00% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #36 | $1.2M | 35,840 | $937,853 | 32,570 | +3,270+10.04% | Add |
| BLAIR WILLIAM & CO/IL |
| <0.01% | <0.01% | #17 | $986,460 | 28,574 | $1.0M | 29,087 | -513-1.76% | Reduce |
| Cerity Partners LLC |
| <0.01% | <0.01% | #21 | $796,825 | 23,081 | $794,210 | 23,081 | 00.00% | Unchanged |
| Breakwater Capital Group |
| 0.09% | 0.1% | #7 | $714,626 | 20,700 | $712,281 | 20,700 | 00.00% | Unchanged |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #20 | $702,198 | 20,340 | $699,893 | 20,340 | 00.00% | Unchanged |
| Battery Global Advisors, LLC |
| 0.34% | 0.35% | #2 | $676,202 | 19,587 | $642,786 | 18,680 | +907+4.86% | Add |
| River Street Advisors LLC |
| 0.19% | 0.21% | #4 | $633,325 | 18,345 | $631,246 | 18,345 | 00.00% | Unchanged |
| Arlington Trust Co LLC |
| 0.05% | 0.05% | #9 | $604,153 | 17,500 | $602,175 | 17,500 | 00.00% | Unchanged |
| AQR CAPITAL MANAGEMENT LLC |
| <0.01% | <0.01% | #30 | $597,841 | 17,317 | $595,879 | 17,317 | 00.00% | Unchanged |
| AlphaCore Capital LLC |
| 0.01% | — | #14 | $591,344 | 17,129 | $0 | 0 | +17,129 | New Buy |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #35 | $550,020 | 15,932 | $0 | 0 | +15,932 | New Buy |
| MAI Capital Management |
| <0.01% | <0.01% | #19 | $533,726 | 15,460 | $554,341 | 16,110 | -650-4.03% | Reduce |
| US BANCORP \DE\ |
| <0.01% | <0.01% | #26 | $517,845 | 15,000 | $516,146 | 15,000 | 00.00% | Unchanged |
| PCM Encore, LLC |
| 0.08% | 0.1% | #8 | $473,587 | 13,718 | $472,032 | 13,718 | 00.00% | Unchanged |
| Equitable Holdings, Inc. |
| <0.01% | <0.01% | #16 | $467,407 | 13,539 | $450,596 | 15,662 | -2,123-13.56% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #23 | $444,000 | 12,861 | $381,858 | 11,097 | +1,764+15.90% | Add |
| Ameliora Wealth Management Ltd. |
| 0.13% | 0.14% | #6 | $439,770 | 12,707 | $453,435 | 13,159 | -452-3.43% | Reduce |
| WAYSTONE ADVISORS LLC |
| 0.3% | 0.35% | #3 | $399,985 | 11,586 | $386,592 | 11,235 | +351+3.12% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #27 | $331,623 | 9,437 | $322,332 | 9,437 | 00.00% | Unchanged |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | — | #28 | $303,526 | 8,792 | $0 | 0 | +8,792 | New Buy |
| Quadcap Wealth Management, LLC |
| 0.03% | 0.03% | #10 | $275,897 | 7,992 | $274,991 | 7,992 | 00.00% | Unchanged |
| Discipline Wealth Solutions, LLC |
| 0.02% | 0.03% | #11 | $272,835 | 7,903 | $271,940 | 7,903 | 00.00% | Unchanged |
| Cresset Asset Management, LLC |
| <0.01% | <0.01% | #22 | $250,945 | 7,269 | $247,179 | 7,183 | +86+1.20% | Add |
| Commerce Advisors, LLC |
| 0.13% | 0.21% | #5 | $242,694 | 7,030 | $244,308 | 7,100 | -70-0.99% | Reduce |
| Mariner, LLC |
| <0.01% | <0.01% | #29 | $241,247 | 6,988 | $240,455 | 6,988 | 00.00% | Unchanged |
| MGO ONE SEVEN LLC |
| <0.01% | <0.01% | #15 | $220,947 | 6,400 | $220,222 | 6,400 | 00.00% | Unchanged |
| COMMERCE BANK |
| <0.01% | <0.01% | #24 | $201,890 | 5,848 | $201,227 | 5,848 | 00.00% | Unchanged |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #37 | $200,855 | 5,818 | $218,949 | 6,363 | -545-8.57% | Reduce |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #31 | $107,470 | 3,113 | $107,117 | 3,113 | 00.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #34 | $76,676 | 2,221 | $0 | 0 | +2,221 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #39 | $57,000 | 1,642 | $57,000 | 1,642 | 00.00% | Unchanged |
| Ancora Advisors LLC |
| <0.01% | — | #25 | $37,975 | 1,100 | $0 | 0 | +1,100 | New Buy |
| CVA Family Office, LLC |
| <0.01% | <0.01% | #38 | $552 | 16 | $551 | 16 | 00.00% | Unchanged |
