| 8/5/2026 | USA Financial Formulas | 5,101 | $0.65M | 0.1% | +3.7% | 0.000% |  |
| 7/27/2026 | Larry Mathis Financial Planning LLC | 1,466 | $0.26M | 0.1% | -9.6% | 0.000% |  |
| 7/21/2026 | Merit Financial Group LLC | 58,201 | $10.26M | 0.0% | -4.7% | 0.005% |  |
| 7/18/2026 | Diversified Trust Co. | 19,082 | $3.37M | 0.1% | +29.1% | 0.002% |  |
| 7/18/2026 | Cary Street Partners Financial LLC | 79,894 | $14.09M | 0.3% | +1.4% | 0.006% |  |
| 7/18/2026 | GRIMES & Co WEALTH MANAGEMENT LLC | 11,643 | $2.05M | 0.0% | +1.0% | 0.001% |  |
| 7/18/2026 | Fort Washington Investment Advisors Inc. OH | 1,240 | $0.22M | 0.0% | N/A | 0.000% |  |
| 7/18/2026 | Sierra Legacy Group | 10,205 | $1.80M | 1.4% | -37.0% | 0.001% |  |
| 7/18/2026 | Merit Financial Group LLC | 58,201 | $10.26M | 0.1% | -4.7% | 0.005% |  |
| 7/18/2026 | Vaquero Private Wealth Ltd. | 180 | $32K | 0.0% | N/A | 0.000% |  |
| 7/17/2026 | Farther Finance Advisors LLC | 55,524 | $9.76M | 0.1% | +2.1% | 0.005% |  |
| 7/17/2026 | Ballentine Partners LLC | 39,439 | $6.95M | 0.1% | +1.0% | 0.003% |  |
| 7/17/2026 | Burns Matteson Capital Management LLC | 7,823 | $1.38M | 0.4% | +57.1% | 0.001% |  |
| 7/17/2026 | Fifth Third Wealth Advisors LLC | 30,642 | $5.40M | 0.2% | -9.8% | 0.002% |  |
| 7/17/2026 | Larry Mathis Financial Planning LLC | 1,466 | $0.26M | 0.1% | -9.6% | 0.000% |  |
| 7/17/2026 | Winthrop Advisory Group LLC | 2,826 | $0.50M | 0.0% | +11.0% | 0.000% |  |
| 7/17/2026 | HM Payson & Co. | 117,230 | $20.67M | 0.3% | +77.9% | 0.010% |  |
| 7/17/2026 | Cary Street Partners Investment Advisory LLC | 12,800 | $2.26M | 0.5% | +8.2% | 0.001% |  |
| 7/17/2026 | Archford Capital Strategies LLC | 23,847 | $4.21M | 0.4% | +32.8% | 0.002% |  |
| 7/17/2026 | Cypress Capital LLC | 1,349 | $0.24M | 0.1% | N/A | 0.000% |  |
| 7/17/2026 | OFI Invest Asset Management | 165,488 | $29K | 0.0% | N/A | 0.013% |  |
| 7/17/2026 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 271,725 | $47.91M | 0.2% | -5.1% | 0.022% |  |
| 7/17/2026 | Asio Capital LLC | 56,351 | $9.94M | 1.3% | -3.9% | 0.005% |  |
| 7/17/2026 | Sequoia Financial Advisors LLC | 48,655 | $8.58M | 0.0% | +5.2% | 0.004% |  |
| 7/17/2026 | San Luis Wealth Advisors LLC | 7,828 | $1.38M | 0.2% | +39.4% | 0.001% |  |
| 7/17/2026 | CFS Investment Advisory Services LLC | 1,496 | $0.25M | 0.0% | -5.3% | 0.000% |  |
| 7/17/2026 | Segment Wealth Management LLC | 152,384 | $26.87M | 1.4% | +1.5% | 0.012% |  |
| 7/17/2026 | Gallacher Capital Management LLC | 1,567 | $0.28M | 0.2% | -37.6% | 0.000% |  |
| 7/17/2026 | Brown Miller Wealth Management LLC | 27,856 | $4.91M | 1.2% | +442.6% | 0.002% |  |
| 7/17/2026 | Howard Capital Management Group LLC | 1,496 | $0.26M | 0.0% | N/A | 0.000% |  |
| 7/17/2026 | Kaufman Rossin Wealth LLC | 4,959 | $0.81M | 0.4% | -2.1% | 0.000% |  |
| 7/17/2026 | Crossmark Global Holdings Inc. | 65,380 | $11.53M | 0.1% | -13.2% | 0.005% |  |
| 7/17/2026 | Avalon Capital Management | 1,400 | $0.25M | 0.1% | N/A | 0.000% |  |
| 7/16/2026 | Patriot Financial Group Insurance Agency LLC | 8,324 | $1.47M | 0.2% | -50.2% | 0.001% |  |
| 7/16/2026 | Riversedge Advisors LLC | 3,489 | $0.62M | 0.1% | +12.5% | 0.000% |  |
| 7/16/2026 | CHICAGO TRUST Co NA | 16,188 | $2.85M | 0.4% | +31.3% | 0.001% |  |
| 7/16/2026 | PFG Advisors | 36,378 | $6.41M | 0.3% | +0.3% | 0.003% |  |
| 7/16/2026 | Hoxton Planning & Management LLC | 1,273 | $0.22M | 0.1% | N/A | 0.000% |  |
| 7/16/2026 | Linden Thomas Advisory Services LLC | 31,930 | $5.63M | 0.5% | -22.9% | 0.003% |  |
| 7/16/2026 | BTC Capital Management Inc. | 60,792 | $10.71M | 0.7% | +2.7% | 0.005% |  |
| 7/16/2026 | Davis Capital Management | 1,496 | $0.26M | 0.2% | +7.4% | 0.000% |  |
| 7/16/2026 | Courier Capital LLC | 2,861 | $0.50M | 0.0% | +25.6% | 0.000% |  |
| 7/16/2026 | Relyea Zuckerberg Hanson LLC | 3,658 | $0.65M | 0.1% | +3.5% | 0.000% |  |
| 7/16/2026 | Aaron Wealth Advisors LLC | 12,361 | $2.18M | 0.1% | +7.5% | 0.001% |  |
| 7/16/2026 | MBL Wealth LLC | 1,467 | $0.26M | 0.0% | -25.9% | 0.000% |  |
| 7/16/2026 | Highline Wealth Partners LLC | 734 | $0.13M | 0.0% | +165.9% | 0.000% |  |
| 7/16/2026 | Harbour Capital Advisors LLC | 38,742 | $6.83M | 1.2% | -0.6% | 0.003% |  |
| 7/16/2026 | Zevenbergen Capital Investments LLC | 176,030 | $31.04M | 0.7% | -1.1% | 0.014% |  |
| 7/16/2026 | Prospera Financial Services Inc | 33,501 | $5.91M | 0.1% | -5.5% | 0.003% |  |
| 7/16/2026 | Bar Harbor Wealth Management | 32,372 | $5.71M | 0.3% | -5.9% | 0.003% |  |
| 7/16/2026 | Reliant Investment Management LLC | 74,728 | $13.18M | 4.7% | -0.2% | 0.006% |  |
| 7/16/2026 | Waddell & Associates LLC | 3,221 | $0.57M | 0.0% | -46.4% | 0.000% |  |
| 7/16/2026 | Canada Post Corp Registered Pension Plan | 58,542 | $10.32M | 0.4% | -15.6% | 0.005% |  |
| 7/16/2026 | Independent Financial Group LLC | 9,542 | $1.68M | 0.0% | +97.2% | 0.001% |  |
| 7/16/2026 | Hartford Investment Management Co. | 68,005 | $11.99M | 0.3% | -3.0% | 0.006% |  |
| 7/15/2026 | First Merchants Corp | 186,124 | $32.82M | 1.2% | -2.2% | 0.015% |  |
| 7/15/2026 | Tompkins Financial Corp | 211 | $37K | 0.0% | +81.9% | 0.000% |  |
| 7/15/2026 | Park National Corp OH | 1,209 | $0.21M | 0.0% | N/A | 0.000% |  |
| 7/15/2026 | Secure Asset Management LLC | 5,049 | $0.89M | 0.1% | +6.5% | 0.000% |  |
| 7/15/2026 | Value Partners Investments Inc. | 18,587 | $3.27M | 0.2% | -0.7% | 0.002% |  |
| 7/15/2026 | Cerro Pacific Wealth Advisors LLC | 3,504 | $0.62M | 0.1% | +4.9% | 0.000% |  |
| 7/15/2026 | Rainier Family Wealth Inc. | 2,585 | $0.46M | 0.3% | -6.1% | 0.000% |  |
| 7/15/2026 | Keudell Morrison Wealth Management | 2,055 | $0.36M | 0.1% | -12.3% | 0.000% |  |
| 7/15/2026 | Gemmer Asset Management LLC | 1,345 | $0.24M | 0.0% | N/A | 0.000% |  |
| 7/15/2026 | FSM Wealth Advisors LLC | 2,648 | $0.47M | 0.0% | +11.0% | 0.000% |  |
| 7/15/2026 | Range Financial Group LLC | 4,570 | $0.81M | 0.2% | +3.3% | 0.000% |  |
| 7/15/2026 | Churchill Financial Advisors LLC | 1,220 | $0.22M | 0.0% | N/A | 0.000% |  |
| 7/15/2026 | Spire Wealth Management | 5,244 | $0.93M | 0.0% | -24.1% | 0.000% |  |
| 7/15/2026 | Essential Investment Partners LLC | 4,422 | $0.78M | 0.6% | N/A | 0.000% |  |
| 7/15/2026 | Brookstone Capital Management | 42,420 | $7.48M | 0.1% | -66.3% | 0.003% |  |
| 7/15/2026 | Shaker Investments LLC OH | 7,570 | $1.34M | 0.5% | N/A | 0.001% |  |
| 7/15/2026 | Wealth Enhancement Advisory Services LLC | 526,268 | $92.79M | 0.2% | -66.3% | 0.043% |  |
| 7/15/2026 | Salem Investment Counselors Inc. | 20,821 | $3.68M | 0.1% | +20,721.0% | 0.002% |  |
| 7/15/2026 | Signature Estate & Investment Advisors LLC | 482,302 | $85.04M | 1.5% | N/A | 0.039% |  |
| 7/15/2026 | Plancorp LLC | 1,533 | $0.27M | 0.0% | -15.1% | 0.000% |  |
| 7/15/2026 | Raub Brock Capital Management LP | 71,783 | $12.66M | 3.5% | N/A | 0.006% |  |
| 7/15/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 9,112 | $1.61M | 0.0% | -1.6% | 0.001% |  |
| 7/15/2026 | Burney Co. | 89,656 | $15.81M | 0.4% | +18.3% | 0.007% |  |
| 7/15/2026 | Comprehensive Financial Consultants Institutional Inc. | 8,977 | $1.58M | 0.4% | +1.2% | 0.001% |  |
| 7/15/2026 | Accurate Wealth Management LLC | 9,741 | $1.72M | 0.2% | +17.3% | 0.001% |  |
| 7/15/2026 | QRG Capital Management Inc. | 357,739 | $63.08M | 0.5% | +1.8% | 0.029% |  |
| 7/15/2026 | Ayrshire Capital Management LLC | 60,434 | $10.66M | 5.0% | +1.1% | 0.005% |  |
| 7/15/2026 | Addenda Capital Inc. | 191,875 | $33.87M | 0.9% | -1.0% | 0.016% |  |
| 7/15/2026 | Octavia Wealth Advisors LLC | 1,194 | $0.21M | 0.0% | N/A | 0.000% |  |
| 7/15/2026 | Hendley & Co. Inc. | 105,401 | $18.58M | 6.6% | -18.5% | 0.009% |  |
| 7/15/2026 | Fenimore Asset Management Inc | 1,484,406 | $261.73M | 5.4% | -4.3% | 0.121% |  |
| 7/15/2026 | Jacobson & Schmitt Advisors LLC | 240,529 | $42.41M | 6.9% | +0.2% | 0.020% |  |
| 7/15/2026 | Seaview Investment Managers LLC | 58,507 | $10.32M | 3.1% | N/A | 0.005% |  |
| 7/14/2026 | YHB Investment Advisors Inc. | 141,366 | $24.93M | 1.6% | +0.5% | 0.011% |  |
| 7/14/2026 | Sunbeam Capital Management LLC | 3,188 | $0.56M | 0.3% | +3.0% | 0.000% |  |
| 7/14/2026 | Portside Wealth Group LLC | 9,754 | $1.72M | 0.2% | +3.9% | 0.001% |  |
| 7/14/2026 | BAM Wealth Management LLC | 5,848 | $1.03M | 0.6% | -7.5% | 0.000% |  |
| 7/14/2026 | Trust Asset Management LLC | 13,486 | $2.38M | 0.1% | +0.7% | 0.001% |  |
| 7/14/2026 | Sompo Asset Management Co. Ltd. | 7,770 | $1.37M | 0.2% | -14.1% | 0.001% |  |
| 7/14/2026 | CWA Asset Management Group LLC | 12,365 | $2.18M | 0.1% | +0.9% | 0.001% |  |
| 7/14/2026 | Cox Capital Mgt LLC | 34,007 | $6M | 3.3% | +0.4% | 0.003% |  |
| 7/14/2026 | Toth Financial Advisory Corp | 3,220 | $0.57M | 0.1% | +40,150.0% | 0.000% |  |
| 7/14/2026 | Advisory Resource Group | 12,411 | $2.19M | 0.3% | +39.8% | 0.001% |  |
| 7/14/2026 | LRI Investments LLC | 2,147 | $0.38M | 0.0% | +10.7% | 0.000% |  |
| 7/14/2026 | Thompson Investment Management Inc. | 610 | $0.11M | 0.0% | -33.0% | 0.000% |  |