| Blue Trust, Inc. |
| 5.42% | 5.62% | #1 | $567.7M | 7.9M | $491.2M | 7.8M | +30,048+0.38% | Add |
| Vident Advisory, LLC |
| 0.44% | 0.44% | #4 | $61.6M | 852,245 | $51.7M | 822,911 | +29,334+3.56% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #20 | $7.2M | 100,000 | $6.3M | 100,000 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #17 | $2.4M | 33,047 | $2.1M | 33,297 | -250-0.75% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #30 | $1.3M | 17,499 | $0 | 0 | +17,499 | New Buy |
| WILLNER & HELLER, LLC |
| 0.63% | 0.65% | #2 | $1.0M | 13,897 | $872,062 | 13,884 | +13+0.09% | Add |
| Strategic Blueprint, LLC |
| 0.05% | 0.05% | #9 | $949,727 | 13,133 | $820,110 | 13,057 | +76+0.58% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #28 | $885,146 | 12,240 | $733,854 | 11,684 | +556+4.76% | Add |
| Ethos Capital Management, Inc. |
| 0.5% | 0.83% | #3 | $707,498 | 9,783 | $966,165 | 15,382 | -5,599-36.40% | Reduce |
| LaSalle St. Investment Advisors, LLC |
| 0.08% | 0.08% | #7 | $614,904 | 8,503 | $543,243 | 8,649 | -146-1.69% | Reduce |
| HRT FINANCIAL LP |
| <0.01% | — | #19 | $566,741 | 7,837 | $0 | 0 | +7,837 | New Buy |
| Summit Investment Advisory Services, LLC |
| 0.12% | 0.16% | #6 | $480,956 | 6,651 | $417,338 | 6,644 | +7+0.11% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #22 | $461,580 | 6,383 | $400,620 | 6,378 | +5+0.08% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #23 | $458,993 | 6,347 | $398,657 | 6,347 | 00.00% | Unchanged |
| SAPIENT CAPITAL LLC |
| 0.01% | 0.01% | #15 | $400,125 | 5,533 | $347,528 | 5,533 | 00.00% | Unchanged |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #27 | $364,116 | 5,035 | $316,159 | 5,034 | +1+0.02% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #34 | $323,904 | 4,479 | $444,820 | 7,082 | -2,603-36.76% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #33 | $319,000 | 4,411 | $277,000 | 4,411 | 00.00% | Unchanged |
| GTS SECURITIES LLC |
| 0.01% | 0.01% | #14 | $250,069 | 3,458 | $217,197 | 3,458 | 00.00% | Unchanged |
| FMR LLC |
| <0.01% | <0.01% | #35 | $231,199 | 3,197 | $204,419 | 3,255 | -58-1.78% | Reduce |
| Orgel Wealth Management, LLC |
| <0.01% | — | #16 | $221,143 | 3,058 | $0 | 0 | +3,058 | New Buy |
| THRIVENT FINANCIAL FOR LUTHERANS |
| <0.01% | — | #26 | $211,742 | 2,928 | $0 | 0 | +2,928 | New Buy |
| OneAscent Financial Services LLC |
| 0.01% | 0.01% | #12 | $206,458 | 2,855 | $242,003 | 3,853 | -998-25.90% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #29 | $188,784 | 2,611 | $168,186 | 2,678 | -67-2.50% | Reduce |
| Virginia Estate & Retirement Planning Advisors Inc. |
| 0.18% | — | #5 | $147,501 | 917 | $0 | 0 | +917 | New Buy |
| EP Wealth Advisors, LLC |
| <0.01% | — | #24 | $118,237 | 1,635 | $0 | 0 | +1,635 | New Buy |
| Nova Wealth Management, Inc. |
| 0.06% | 0.06% | #8 | $104,352 | 1,443 | $92,645 | 1,475 | -32-2.17% | Reduce |
| Kings Path Partners LLC |
| 0.02% | — | #10 | $87,358 | 1,208 | $0 | 0 | +1,208 | New Buy |
| Private Wealth Management Group, LLC |
| 0.02% | 0.02% | #11 | $79,910 | 1,105 | $69,406 | 1,105 | 00.00% | Unchanged |
| ASSETMARK, INC |
| <0.01% | <0.01% | #32 | $34,567 | 478 | $30,023 | 478 | 00.00% | Unchanged |
| EverSource Wealth Advisors, LLC |
| <0.01% | <0.01% | #21 | $17,934 | 248 | $16,645 | 265 | -17-6.42% | Reduce |
| IMA Advisory Services, Inc. |
| <0.01% | — | #18 | $17,284 | 239 | $0 | 0 | +239 | New Buy |
| 4Thought Financial Group Inc. |
| 0.01% | 0.01% | #13 | $12,542 | 173 | $12,670 | 202 | -29-14.36% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #36 | $12,004 | 166 | $53,207 | 801 | -635-79.28% | Reduce |
| Farther Finance Advisors, LLC |
| <0.01% | — | #31 | $10,558 | 146 | $0 | 0 | +146 | New Buy |
| Keating Financial Advisory Services, Inc. |
| <0.01% | <0.01% | #25 | $3,327 | 46 | $2,889 | 46 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #37 | $65 | 1 | $0 | 0 | +1 | New Buy |
