Holdings Channel
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Funds Holding SHY

On this page, we present all of the funds holding SHY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SHY, with a link to that fund's top holdings. The next columns indicate the amount of SHY stock held by each of the funds holding SHY, followed by the SHY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1083 funds holding SHY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding SHY), click the fund name in the "Holder" column of the funds-holding-SHY table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley30,401,747$2,494,159 12/31/2023
     SHY30,401,747$2,494,159 12/31/2023
JPMorgan Chase & Co.21,208,961$1,739,983 12/31/2023
     SHY21,208,961$1,739,983 12/31/2023
BlackRock Inc.18,565,204$1,523,089 12/31/2023
     SHY18,565,204$1,523,089 12/31/2023
Bank of America Corp DE11,603,072$951,916 12/31/2023
     SHY11,603,072$951,916 12/31/2023
Balentine LLC8,118,230$666,020 12/31/2023
     SHY8,118,230$666,020 12/31/2023
UBS Group AG6,202,313$508,838 12/31/2023
     SHY6,202,313$508,838 12/31/2023
Wells Fargo & Company MN5,578,321$457,646 12/31/2023
     SHY5,578,321$457,646 12/31/2023
LPL Financial LLC5,484,057$449,912 12/31/2023
     SHY5,484,057$449,912 12/31/2023
Bank of Montreal Can5,332,561$437,537 12/31/2023
     SHY5,332,561$437,537 12/31/2023
Bank of New York Mellon Corp5,031,457$412,781 12/31/2023
     SHY5,031,457$412,781 12/31/2023
Envestnet Asset Management Inc.4,841,598$397,205 12/31/2023
     SHY4,841,598$397,205 12/31/2023
Truist Financial Corp4,635,036$380,258 12/31/2023
     SHY4,635,036$380,258 12/31/2023
Captrust Financial Advisors4,352,114$357,047 12/31/2023
     SHY4,352,114$357,047 12/31/2023
Pinebridge Investments L.P.4,093,000$335,790 12/31/2023
     SHY4,093,000$335,790 12/31/2023
Charles Schwab Investment Management Inc.3,267,337$268,052 12/31/2023
     SHY3,267,337$268,052 12/31/2023
Ameriprise Financial Inc.3,091,141$259,158 12/31/2023
     SHY3,091,141$259,158 12/31/2023
Royal Bank of Canada3,154,791$258,819 12/31/2023
     SHY3,154,791$258,819 12/31/2023
Assetmark Inc.3,040,758$249,464 12/31/2023
     SHY3,040,758$249,464 12/31/2023
FMR LLC2,892,071$237,266 12/31/2023
     SHY2,892,071$237,266 12/31/2023
Raymond James & Associates2,770,940$226,607 03/31/2024
     SHY2,770,940$226,607 03/31/2024
Cerity Partners LLC2,450,100$201,006 12/31/2023
     SHY2,450,100$201,006 12/31/2023
The Manufacturers Life Insurance Company 1,896,152$155,560 12/31/2023
     SHY1,896,152$155,560 12/31/2023
Citigroup Inc. $151,019 12/31/2023
     SHY1,523,404$124,980 12/31/2023
     Call317,400$26,039 12/31/2023
Perella Weinberg Partners Capital Management LP1,770,105$145,219 12/31/2023
     SHY1,770,105$145,219 12/31/2023
Advisor Group Holdings Inc.1,711,516$140,423 12/31/2023
     SHY1,711,516$140,423 12/31/2023
Barclays PLC $139,815 12/31/2023
     SHY1,724,140$141,448 12/31/2023
     Put975,000$79,989 12/31/2023
     Call955,100$78,356 12/31/2023
Raymond James Financial Services Advisors Inc.1,574,308$128,747 03/31/2024
     SHY1,574,308$128,747 03/31/2024
Wealthfront Advisers LLC1,443,945$118,086 03/31/2024
     SHY1,443,945$118,086 03/31/2024
Northwestern Mutual Wealth Management Co.1,402,930$115,096 12/31/2023
     SHY1,402,930$115,096 12/31/2023
Matson Money. Inc.1,355,657$111,218 12/31/2023
     SHY1,355,657$111,218 12/31/2023
Stephens Inc. AR1,320,394$108,325 12/31/2023
     SHY1,320,394$108,325 12/31/2023
Goldman Sachs Group Inc.1,262,186$103,550 12/31/2023
     SHY1,262,186$103,550 12/31/2023
US Bancorp DE1,184,618$97,186 12/31/2023
     SHY1,184,618$97,186 12/31/2023
HighTower Advisors LLC1,107,009$90,782 12/31/2023
     SHY1,107,009$90,782 12/31/2023
The PNC Financial Services Group Inc.1,073,272$88,051 12/31/2023
     SHY1,073,272$88,051 12/31/2023
Stifel Financial Corp1,058,140$86,811 12/31/2023
     SHY1,058,140$86,811 12/31/2023
Commonwealth Equity Services LLC961,514$78,883 12/31/2023
     SHY961,514$78,883 12/31/2023
Banco Bilbao Vizcaya Argentaria S.A.913,864$75,048 12/31/2023
     SHY913,864$75,048 12/31/2023
Smithfield Trust Co.815,443$66,898 12/31/2023
     SHY815,443$66,898 12/31/2023
Wade G W & Inc.789,213$64,747 12/31/2023
     SHY789,213$64,747 12/31/2023
MEMBERS Trust Co760,977$62,400 12/31/2023
     SHY760,977$62,400 12/31/2023
Syon Capital LLC728,702$59,783 12/31/2023
     SHY728,702$59,783 12/31/2023
MML Investors Services LLC722,964$59,312 12/31/2023
     SHY722,964$59,312 12/31/2023
Pathstone Holdings LLC721,845$59,218 12/31/2023
     SHY721,845$59,218 12/31/2023
Bleakley Financial Group LLC714,010$58,577 12/31/2023
     SHY714,010$58,577 12/31/2023
Sawtooth Solutions LLC713,977$58,575 12/31/2023
     SHY713,977$58,575 12/31/2023
Simplicity Wealth LLC712,598$58,276 03/31/2024
     SHY712,598$58,276 03/31/2024
Beacon Investment Advisory Services Inc.672,429$55,166 12/31/2023
     SHY672,429$55,166 12/31/2023
GM Advisory Group Inc.632,059$51,854 12/31/2023
     SHY632,059$51,854 12/31/2023
Scopus Asset Management L.P.619,000$50,783 12/31/2023
     SHY619,000$50,783 12/31/2023
Element Pointe Advisors LLC602,003$49,388 12/31/2023
     SHY602,003$49,388 12/31/2023
Alliancebernstein L.P.598,861$49,131 12/31/2023
     SHY598,861$49,131 12/31/2023
Pinnacle Financial Partners Inc.591,558$48,531 12/31/2023
     SHY591,558$48,531 12/31/2023
Curi Capital584,098$47,919 12/31/2023
     SHY584,098$47,919 12/31/2023
Cambridge Investment Research Advisors Inc.575,027$47,026 03/31/2024
     SHY575,027$47,026 03/31/2024
Connectus Wealth LLC553,413$45,454 12/31/2023
     SHY553,413$45,454 12/31/2023
Clarity Financial LLC545,179$44,585 03/31/2024
     SHY545,179$44,585 03/31/2024
Evergreen Capital Management LLC527,076$43,241 12/31/2023
     SHY527,076$43,241 12/31/2023
Fiduciary Group LLC521,842$42,812 12/31/2023
     SHY521,842$42,812 12/31/2023
Synovus Financial Corp518,921$42,573 12/31/2023
     SHY518,921$42,573 12/31/2023
Victory Capital Management Inc.517,731$42,475 12/31/2023
     SHY517,731$42,475 12/31/2023
Strategic Investment Advisors MI500,785$40,954 03/31/2024
     SHY500,785$40,954 03/31/2024
M&T Bank Corp488,469$40,074 12/31/2023
     SHY488,469$40,074 12/31/2023
Atwood & Palmer Inc.482,174$39,432 03/31/2024
     SHY482,174$39,432 03/31/2024
Insight 2811 Inc.476,101$39,059 12/31/2023
     SHY476,101$39,059 12/31/2023
Putnam FL Investment Management Co.463,247$38,005 12/31/2023
     SHY463,247$38,005 12/31/2023
Cetera Investment Advisers460,377$37,769 12/31/2023
     SHY460,377$37,769 12/31/2023
Jane Street Group LLC457,627$37,544 12/31/2023
     SHY457,627$37,544 12/31/2023
RIA Advisory Group LLC436,673$35,825 12/31/2023
     SHY436,673$35,825 12/31/2023
CI Private Wealth LLC422,071$34,627 12/31/2023
     SHY422,071$34,627 12/31/2023
Comerica Bank399,847$32,803 12/31/2023
     SHY399,847$32,803 12/31/2023
Allspring Global Investments Holdings LLC392,240$32,077 03/31/2024
     SHY392,240$32,077 03/31/2024
TIAA Trust National Association381,123$31,275 12/31/2023
     SHY381,123$31,275 12/31/2023
Private Advisor Group LLC379,562$31,139 12/31/2023
     SHY379,562$31,139 12/31/2023
1832 Asset Management L.P.368,744$30,252 12/31/2023
     SHY368,744$30,252 12/31/2023
Edge Wealth Management LLC368,490$30,135 03/31/2024
     SHY368,490$30,135 03/31/2024
Hsbc Holdings PLC365,775$30,008 12/31/2023
     SHY365,775$30,008 12/31/2023
Amundi361,200$29,611 12/31/2023
     SHY361,200$29,611 12/31/2023
America First Investment Advisors LLC360,451$29,478 03/31/2024
     SHY360,451$29,478 03/31/2024
Fifth Third Bancorp357,797$29,261 03/31/2024
     SHY357,797$29,261 03/31/2024
Baird Financial Group Inc.352,800$28,944 12/31/2023
     SHY352,800$28,944 12/31/2023
Keybank National Association OH322,934$26,494 12/31/2023
     SHY322,934$26,494 12/31/2023
Buckingham Strategic Wealth LLC312,444$25,633 12/31/2023
     SHY312,444$25,633 12/31/2023
Confluence Investment Management LLC313,351$25,626 03/31/2024
     SHY313,351$25,626 03/31/2024
Quent Capital LLC309,951$25,428 12/31/2023
     SHY309,951$25,428 12/31/2023
Orion Portfolio Solutions LLC302,801$24,818 12/31/2023
     SHY302,801$24,818 12/31/2023
Eagle Global Advisors LLC299,730$24,590 12/31/2023
     SHY299,730$24,590 12/31/2023
Willis Johnson & Associates Inc.299,942$24,529 03/31/2024
     SHY299,942$24,529 03/31/2024
Huntington National Bank286,151$23,476 12/31/2023
     SHY286,151$23,476 12/31/2023
Zacks Investment Management280,163$22,985 12/31/2023
     SHY280,163$22,985 12/31/2023
Advisory Services Network LLC279,043$22,893 12/31/2023
     SHY279,043$22,893 12/31/2023
Jaffetilchin Investment Partners LLC275,487$22,601 12/31/2023
     SHY275,487$22,601 12/31/2023
Haverford Trust Co.271,445$22,269 12/31/2023
     SHY271,445$22,269 12/31/2023
Partners Capital Investment Group LLP269,065$22,074 12/31/2023
     SHY269,065$22,074 12/31/2023
Peapack Gladstone Financial Corp268,113$21,997 12/31/2023
     SHY268,113$21,997 12/31/2023
United Capital Financial Advisers LLC263,880$21,649 12/31/2023
     SHY263,880$21,649 12/31/2023
Cetera Advisor Networks LLC258,900$21,240 12/31/2023
     SHY258,900$21,240 12/31/2023
Foundations Investment Advisors LLC254,824$20,941 12/31/2023
     SHY254,824$20,941 12/31/2023
VisionPoint Advisory Group LLC248,242$20,366 12/31/2023
     SHY248,242$20,366 12/31/2023
Cypress Capital LLC244,980$20,098 12/31/2023
     SHY244,980$20,098 12/31/2023
Great Point Wealth Advisors LLC243,535$19,980 12/31/2023
     SHY243,535$19,980 12/31/2023
BCJ Capital Management LLC233,447$19,152 12/31/2023
     SHY233,447$19,152 12/31/2023
Benchmark Investment Advisors LLC233,447$19,152 12/31/2023
     SHY233,447$19,152 12/31/2023
KFA Private Wealth Group LLC231,246$18,971 12/31/2023
     SHY231,246$18,971 12/31/2023
Anchor Capital Advisors LLC230,926$18,945 12/31/2023
     SHY230,926$18,945 12/31/2023
CWA Asset Management Group LLC229,786$18,852 12/31/2023
     SHY229,786$18,852 12/31/2023
MBL Wealth LLC220,210$18,009 03/31/2024
     SHY220,210$18,009 03/31/2024
Wealthcare Advisory Partners LLC219,261$17,931 03/31/2024
     SHY219,261$17,931 03/31/2024
OLD Mission Capital LLC218,322$17,911 12/31/2023
     SHY218,322$17,911 12/31/2023
Susquehanna International Group LLP $17,891 12/31/2023
     SHY214,480$17,596 12/31/2023
     Call103,500$8,491 12/31/2023
     Put99,900$8,196 12/31/2023
Perigon Wealth Management LLC213,234$17,494 12/31/2023
     SHY213,234$17,494 12/31/2023
AE Wealth Management LLC212,076$17,416 12/31/2023
     SHY212,076$17,416 12/31/2023
Private Management Group Inc.207,287$17,006 12/31/2023
     SHY207,287$17,006 12/31/2023
Mariner LLC204,968$16,816 12/31/2023
     SHY204,968$16,816 12/31/2023
Dakota Wealth Management204,805$16,749 03/31/2024
     SHY204,805$16,749 03/31/2024
Brookstone Capital Management200,545$16,401 03/31/2024
     SHY200,545$16,401 03/31/2024
Creative Planning195,835$16,066 12/31/2023
     SHY195,835$16,066 12/31/2023
Innova Wealth Partners189,699$15,563 12/31/2023
     SHY189,699$15,563 12/31/2023
Adroit Compliance LLC188,929$15,500 12/31/2023
     SHY188,929$15,500 12/31/2023
Klaas Financial Asset Advisors LLC188,929$15,500 12/31/2023
     SHY188,929$15,500 12/31/2023
Integrated Wealth Concepts LLC188,409$15,457 12/31/2023
     SHY188,409$15,457 12/31/2023
3EDGE Asset Management LP187,229$15,360 12/31/2023
     SHY187,229$15,360 12/31/2023
Kestra Advisory Services LLC186,817$15,326 12/31/2023
     SHY186,817$15,326 12/31/2023
HTLF Bank186,610$15,309 12/31/2023
     SHY186,610$15,309 12/31/2023
South State CORP.177,672$14,576 12/31/2023
     SHY177,672$14,576 12/31/2023
Envestnet Portfolio Solutions Inc.176,575$14,486 12/31/2023
     SHY176,575$14,486 12/31/2023
Townsquare Capital LLC174,899$14,349 12/31/2023
     SHY174,899$14,349 12/31/2023
SkyView Investment Advisors LLC173,500$14,234 12/31/2023
     SHY173,500$14,234 12/31/2023
Mercer Global Advisors Inc. ADV172,059$14,116 12/31/2023
     SHY172,059$14,116 12/31/2023
Ballast Inc.171,834$14,097 12/31/2023
     SHY171,834$14,097 12/31/2023
Executive Wealth Management LLC163,659$13,427 12/31/2023
     SHY163,659$13,427 12/31/2023
Guggenheim Capital LLC163,176$13,387 12/31/2023
     SHY163,176$13,387 12/31/2023
Acorns Advisers LLC162,625$13,342 12/31/2023
     SHY162,625$13,342 12/31/2023
James Investment Research Inc.154,657$12,688 12/31/2023
     SHY154,657$12,688 12/31/2023
Atria Wealth Solutions Inc.154,264$12,656 12/31/2023
     SHY154,264$12,656 12/31/2023
Starfox Financial Services LLC152,858$12,540 12/31/2023
     SHY152,858$12,540 12/31/2023
Capital Investment Services of America Inc.152,170$12,484 12/31/2023
     SHY152,170$12,484 12/31/2023
Fisher Asset Management LLC149,096$12,232 12/31/2023
     SHY149,096$12,232 12/31/2023
Angeles Wealth Management LLC148,745$12,203 12/31/2023
     SHY148,745$12,203 12/31/2023
Vivaldi Capital Management LLC148,846$12,140 12/31/2023
     SHY148,846$12,140 12/31/2023
Warren Averett Asset Management LLC147,477$12,099 12/31/2023
     SHY147,477$12,099 12/31/2023
Oppenheimer & Co. Inc.146,285$12,001 12/31/2023
     SHY146,285$12,001 12/31/2023
O Shaughnessy Asset Management LLC145,548$11,941 12/31/2023
     SHY145,548$11,941 12/31/2023
Bartlett & Co. LLC145,167$11,904 12/31/2023
     SHY145,167$11,904 12/31/2023
Bartlett & CO. Wealth Management LLC145,167$11,904 12/31/2023
     SHY145,167$11,904 12/31/2023
InterOcean Capital Group LLC145,028$11,898 12/31/2023
     SHY145,028$11,898 12/31/2023
Main Management LLC144,704$11,872 12/31/2023
     SHY144,704$11,872 12/31/2023
Mirae Asset Global Investments Co. Ltd.141,584$11,616 12/31/2023
     SHY141,584$11,616 12/31/2023
Beacon Harbor Wealth Advisors Inc.140,340$11,513 12/31/2023
     SHY140,340$11,513 12/31/2023
Carr Financial Group Corp139,330$11,431 12/31/2023
     SHY139,330$11,431 12/31/2023
Leuthold Group LLC139,104$11,412 12/31/2023
     SHY139,104$11,412 12/31/2023
Van Hulzen Asset Management LLC138,368$11,352 12/31/2023
     SHY138,368$11,352 12/31/2023
Argent Advisors Inc.137,365$11,269 12/31/2023
     SHY137,365$11,269 12/31/2023
TRUE Private Wealth Advisors136,988$11,238 12/31/2023
     SHY136,988$11,238 12/31/2023
Lake Hills Wealth Management LLC136,956$11,200 03/31/2024
     SHY136,956$11,200 03/31/2024
Americana Partners LLC136,688$11,040 12/31/2023
     SHY136,688$11,040 12/31/2023
Syntax Research Inc.134,001$10,993 12/31/2023
     SHY134,001$10,993 12/31/2023
Retirement Group LLC132,637$10,882 12/31/2023
     SHY132,637$10,882 12/31/2023
Integrated Advisors Network LLC130,876$10,737 12/31/2023
     SHY130,876$10,737 12/31/2023
BEAM Asset Management LLC130,540$10,709 12/31/2023
     SHY130,540$10,709 12/31/2023
Ifrah Financial Services Inc.129,630$10,635 12/31/2023
     SHY129,630$10,635 12/31/2023
Benedetti & Gucer Inc.127,745$10,480 12/31/2023
     SHY127,745$10,480 12/31/2023
Smith Salley & Associates126,497$10,378 12/31/2023
     SHY126,497$10,378 12/31/2023
Kingsview Wealth Management LLC126,095$10,345 12/31/2023
     SHY126,095$10,345 12/31/2023
Ancora Advisors LLC126,052$10,341 12/31/2023
     SHY126,052$10,341 12/31/2023
DT Investment Partners LLC124,641$10,239 12/31/2023
     SHY124,641$10,239 12/31/2023
Greenwood Capital Associates LLC123,946$10,169 12/31/2023
     SHY123,946$10,169 12/31/2023
Actinver Wealth Management Inc.122,463$10,047 12/31/2023
     SHY122,463$10,047 12/31/2023
Efficient Advisors LLC122,144$10,021 12/31/2023
     SHY122,144$10,021 12/31/2023
SevenBridge Financial Group LLC121,094$9,935 12/31/2023
     SHY121,094$9,935 12/31/2023
Prudential Financial Inc.120,101$9,853 12/31/2023
     SHY120,101$9,853 12/31/2023
Schroder Investment Management Group119,928$9,839 12/31/2023
     SHY119,928$9,839 12/31/2023
GWM Advisors LLC119,536$9,808 12/31/2023
     SHY119,536$9,808 12/31/2023
AdvisorNet Financial Inc119,457$9,769 03/31/2024
     SHY119,457$9,769 03/31/2024
Interactive Financial Advisors129,593$9,724 12/31/2023
     SHY129,593$9,724 12/31/2023
Birchcreek Wealth Management LLC116,255$9,538 12/31/2023
     SHY116,255$9,538 12/31/2023
Glenview Trust Co116,253$9,537 12/31/2023
     SHY116,253$9,537 12/31/2023
Resources Investment Advisors LLC.115,667$9,489 12/31/2023
     SHY115,667$9,489 12/31/2023
Woodmont Investment Counsel LLC115,315$9,430 03/31/2024
     SHY115,315$9,430 03/31/2024
Lido Advisors LLC113,660$9,325 12/31/2023
     SHY113,660$9,325 12/31/2023
Jmac Enterprises LLC112,609$9,238 12/31/2023
     SHY112,609$9,238 12/31/2023
Atlas Private Wealth Management111,804$9,143 03/31/2024
     SHY111,804$9,143 03/31/2024
Global Endowment Management LP111,250$9,127 12/31/2023
     SHY111,250$9,127 12/31/2023
PFG Advisors110,745$9,085 12/31/2023
     SHY110,745$9,085 12/31/2023
BNP Paribas Arbitrage SA110,561$9,070 12/31/2023
     SHY110,561$9,070 12/31/2023
JFS Wealth Advisors LLC110,246$9,045 12/31/2023
     SHY110,246$9,045 12/31/2023
CWM LLC107,932$8,827 03/31/2024
     SHY107,932$8,827 03/31/2024
Axxcess Wealth Management LLC107,174$8,793 12/31/2023
     SHY107,174$8,793 12/31/2023
Robertson Stephens Wealth Management LLC107,161$8,792 12/31/2023
     SHY107,161$8,792 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC106,466$8,734 12/31/2023
     SHY106,466$8,734 12/31/2023
WT Wealth Management106,172$8,710 12/31/2023
     SHY106,172$8,710 12/31/2023
Cullen Frost Bankers Inc.104,333$8,559 12/31/2023
     SHY104,333$8,559 12/31/2023
WJ Wealth Management LLC104,447$8,542 03/31/2024
     SHY104,447$8,542 03/31/2024
Avantax Advisory Services Inc.103,083$8,457 12/31/2023
     SHY103,083$8,457 12/31/2023
Fortem Financial Group LLC102,970$8,448 12/31/2023
     SHY102,970$8,448 12/31/2023
Dock Street Asset Management Inc.102,368$8,398 12/31/2023
     SHY102,368$8,398 12/31/2023
American International Group Inc.102,300$8,393 12/31/2023
     SHY102,300$8,393 12/31/2023
Gemmer Asset Management LLC101,748$8,321 03/31/2024
     SHY101,748$8,321 03/31/2024
Core Wealth Advisors Inc.101,368$8,316 12/31/2023
     SHY101,368$8,316 12/31/2023
Focus Financial Network Inc. ADV100,934$8,281 12/31/2023
     SHY100,934$8,281 12/31/2023
First Horizon Advisors Inc.99,772$8,185 12/31/2023
     SHY99,772$8,185 12/31/2023
Quadrant Capital Group LLC99,568$8,169 12/31/2023
     SHY99,568$8,169 12/31/2023
Focus Financial Network Inc.100,238$8,134 03/31/2024
     SHY100,238$8,134 03/31/2024
Insight Wealth Strategies LLC99,362$8,126 03/31/2024
     SHY99,362$8,126 03/31/2024
Pacific Wealth Management98,623$8,091 03/31/2024
     SHY98,623$8,091 03/31/2024
Graybill Bartz & Assoc Ltd.98,853$8,084 03/31/2024
     SHY98,853$8,084 03/31/2024
Sumitomo Mitsui Financial Group Inc.97,071$7,964 12/31/2023
     SHY97,071$7,964 12/31/2023
Mutual Advisors LLC97,015$7,959 12/31/2023
     SHY97,015$7,959 12/31/2023
White Pine Investment CO97,005$7,958 12/31/2023
     SHY97,005$7,958 12/31/2023
Scotia Capital Inc.95,945$7,871 12/31/2023
     SHY95,945$7,871 12/31/2023
Arvest Investments Inc.93,400$7,638 03/31/2024
     SHY93,400$7,638 03/31/2024
Becker Capital Management Inc.92,539$7,592 12/31/2023
     SHY92,539$7,592 12/31/2023
Camden National Bank90,588$7,432 12/31/2023
     SHY90,588$7,432 12/31/2023
Ritholtz Wealth Management90,193$7,376 03/31/2024
     SHY90,193$7,376 03/31/2024
Greenup Street Wealth Management LLC88,235$7,239 12/31/2023
     SHY88,235$7,239 12/31/2023
Credit Suisse AG87,949$7,215 12/31/2023
     SHY87,949$7,215 12/31/2023
Patriot Investment Management Inc.88,104$7,205 03/31/2024
     SHY88,104$7,205 03/31/2024
Auxano Advisors LLC87,726$7,197 12/31/2023
     SHY87,726$7,197 12/31/2023
Bbjs Financial Advisors LLC87,555$7,183 12/31/2023
     SHY87,555$7,183 12/31/2023
Buckingham Strategic Partners87,408$7,171 12/31/2023
     SHY87,408$7,171 12/31/2023
Kestra Private Wealth Services LLC86,409$7,089 12/31/2023
     SHY86,409$7,089 12/31/2023
Pensionmark Financial Group LLC86,316$7,081 12/31/2023
     SHY86,316$7,081 12/31/2023
Rockefeller Capital Management L.P.86,107$7,064 12/31/2023
     SHY86,107$7,064 12/31/2023
Biltmore Family Office LLC86,065$7,061 12/31/2023
     SHY86,065$7,061 12/31/2023
Wellspring Financial Advisors LLC85,023$6,975 12/31/2023
     SHY85,023$6,975 12/31/2023
Premier Path Wealth Partners LLC86,396$6,923 03/31/2024
     SHY86,396$6,923 03/31/2024
Blueprint Investment Partners LLC83,622$6,860 12/31/2023
     SHY83,622$6,860 12/31/2023
Principal Securities Inc.83,452$6,846 12/31/2023
     SHY83,452$6,846 12/31/2023
Boston Financial Mangement LLC80,803$6,629 12/31/2023
     SHY80,803$6,629 12/31/2023
Pure Financial Advisors Inc.80,169$6,556 03/31/2024
     SHY80,169$6,556 03/31/2024
Kooman & Associates79,165$6,495 12/31/2023
     SHY79,165$6,495 12/31/2023
Proficio Capital Partners LLC79,069$6,487 12/31/2023
     SHY79,069$6,487 12/31/2023
Durante & Waters LLC77,021$6,319 12/31/2023
     SHY77,021$6,319 12/31/2023
Wick Capital Partners LLC76,656$6,289 12/31/2023
     SHY76,656$6,289 12/31/2023
American Investment Services Inc.76,359$6,264 12/31/2023
     SHY76,359$6,264 12/31/2023
Prospera Financial Services Inc75,849$6,223 12/31/2023
     SHY75,849$6,223 12/31/2023
Keel Point LLC75,905$6,208 03/31/2024
     SHY75,905$6,208 03/31/2024
Checchi Capital Advisers LLC73,192$6,005 12/31/2023
     SHY73,192$6,005 12/31/2023
Ausdal Financial Partners Inc.73,227$5,989 03/31/2024
     SHY73,227$5,989 03/31/2024
Equitable Holdings Inc.72,952$5,985 12/31/2023
     SHY72,952$5,985 12/31/2023
Janney Montgomery Scott LLC72,509$5,949 12/31/2023
     SHY72,509$5,949 12/31/2023
Wolf Group Capital Advisors73,269$5,941 12/31/2023
     SHY73,269$5,941 12/31/2023
Morris Financial Concepts Inc.72,610$5,938 03/31/2024
     SHY72,610$5,938 03/31/2024
National Bank of Canada FI72,218$5,908 12/31/2023
     SHY72,218$5,908 12/31/2023
Retirement Systems of Alabama72,000$5,907 12/31/2023
     SHY72,000$5,907 12/31/2023
Dorsey & Whitney Trust CO LLC71,365$5,855 12/31/2023
     SHY71,365$5,855 12/31/2023
Carlton Hofferkamp & Jenks Wealth Management LLC71,250$5,844 12/31/2023
     SHY71,250$5,844 12/31/2023
Pointe Capital Management LLC71,224$5,843 12/31/2023
     SHY71,224$5,843 12/31/2023
Atria Investments LLC70,908$5,817 12/31/2023
     SHY70,908$5,817 12/31/2023
Baystate Wealth Management LLC70,551$5,788 12/31/2023
     SHY70,551$5,788 12/31/2023
Leavell Investment Management Inc.70,610$5,774 03/31/2024
     SHY70,610$5,774 03/31/2024
TFC Financial Management70,076$5,749 12/31/2023
     SHY70,076$5,749 12/31/2023
Cetera Advisors LLC69,730$5,721 12/31/2023
     SHY69,730$5,721 12/31/2023
Symmetry Partners LLC69,712$5,701 03/31/2024
     SHY69,712$5,701 03/31/2024
Center For Asset Management LLC69,355$5,690 12/31/2023
     SHY69,355$5,690 12/31/2023
Lee Financial Co68,714$5,637 12/31/2023
     SHY68,714$5,637 12/31/2023
Country Club Bank GFN68,576$5,608 03/31/2024
     SHY68,576$5,608 03/31/2024
Dfpg Investments LLC67,088$5,498 12/31/2023
     SHY67,088$5,498 12/31/2023
Levin Easterly Partners LLC66,735$5,475 12/31/2023
     SHY66,735$5,475 12/31/2023
Blair William & Co. IL66,710$5,473 12/31/2023
     SHY66,710$5,473 12/31/2023
Modus Advisors LLC66,725$5,457 03/31/2024
     SHY66,725$5,457 03/31/2024
BayBridge Capital Group LLC65,982$5,433 12/31/2023
     SHY65,982$5,433 12/31/2023
Dynamic Advisor Solutions LLC66,138$5,409 03/31/2024
     SHY66,138$5,409 03/31/2024
Apollon Wealth Management LLC65,792$5,398 12/31/2023
     SHY65,792$5,398 12/31/2023
HCR Wealth Advisors64,872$5,322 12/31/2023
     SHY64,872$5,322 12/31/2023
Eley Financial Management Inc64,688$5,307 12/31/2023
     SHY64,688$5,307 12/31/2023
StrongBox Wealth LLC64,667$5,305 12/31/2023
     SHY64,667$5,305 12/31/2023
Park Avenue Securities LLC64,756$5,296 03/31/2024
     SHY64,756$5,296 03/31/2024
Apella Capital LLC64,515$5,251 03/31/2024
     SHY64,515$5,251 03/31/2024
Sigma Planning Corp63,314$5,194 12/31/2023
     SHY63,314$5,194 12/31/2023
Russell Investments Group Ltd.63,235$5,186 12/31/2023
     SHY63,235$5,186 12/31/2023
Beacon Wealthcare LLC63,354$5,181 03/31/2024
     SHY63,354$5,181 03/31/2024
Ameliora Wealth Management Ltd.63,312$5,178 03/31/2024
     SHY63,312$5,178 03/31/2024
Midwest Heritage Bank FSB63,222$5,170 03/31/2024
     SHY63,222$5,170 03/31/2024
Flow Traders U.S. LLC62,986$5,167 12/31/2023
     SHY62,986$5,167 12/31/2023
Regal Investment Advisors LLC62,532$5,130 12/31/2023
     SHY62,532$5,130 12/31/2023
Napa Wealth Management62,421$5,121 12/31/2023
     SHY62,421$5,121 12/31/2023
Wealth Enhancement Advisory Services LLC62,381$5,102 03/31/2024
     SHY62,381$5,102 03/31/2024
Millennium Management LLC $5,095 12/31/2023
     Put250,000$20,510 12/31/2023
     Call250,000$20,510 12/31/2023
     SHY62,108$5,095 12/31/2023
Sterling Manor Financial LLC61,959$5,067 03/31/2024
     SHY61,959$5,067 03/31/2024
Vernal Point Advisors LLC61,358$5,034 12/31/2023
     SHY61,358$5,034 12/31/2023
Proequities Inc.61,005$5,005 12/31/2023
     SHY61,005$5,005 12/31/2023
Retirement Financial Solutions LLC60,947$5,000 12/31/2023
     SHY60,947$5,000 12/31/2023
NorthCrest Asset Manangement LLC60,405$4,940 03/31/2024
     SHY60,405$4,940 03/31/2024
RSM US Wealth Management LLC59,559$4,886 12/31/2023
     SHY59,559$4,886 12/31/2023
Arete Wealth Advisors LLC59,158$4,853 12/31/2023
     SHY59,158$4,853 12/31/2023
Parallel Advisors LLC58,470$4,797 12/31/2023
     SHY58,470$4,797 12/31/2023
US Financial Advisors LLC58,437$4,794 12/31/2023
     SHY58,437$4,794 12/31/2023
Tompkins Financial Corp57,634$4,713 03/31/2024
     SHY57,634$4,713 03/31/2024
Telemus Capital LLC57,266$4,698 12/31/2023
     SHY57,266$4,698 12/31/2023
MTC Wealth Management LLC55,972$4,592 12/31/2023
     SHY55,972$4,592 12/31/2023
Almanack Investment Partners LLC.54,800$4,496 12/31/2023
     SHY54,800$4,496 12/31/2023
Essential Planning LLC.54,796$4,495 12/31/2023
     SHY54,796$4,495 12/31/2023
Ascent Group LLC54,621$4,469 12/31/2023
     SHY54,621$4,469 12/31/2023
Oppenheimer Asset Management Inc.53,951$4,426 12/31/2023
     SHY53,951$4,426 12/31/2023
Buttonwood Financial Advisors Inc.54,092$4,424 03/31/2024
     SHY54,092$4,424 03/31/2024
Wesbanco Bank Inc.53,828$4,402 03/31/2024
     SHY53,828$4,402 03/31/2024
Cambiar Investors LLC53,597$4,397 12/31/2023
     SHY53,597$4,397 12/31/2023
Aua Capital Management LLC53,727$4,394 03/31/2024
     SHY53,727$4,394 03/31/2024
Perfromance Wealth Partners LLC53,426$4,383 12/31/2023
     SHY53,426$4,383 12/31/2023
Beacon Pointe Advisors LLC52,987$4,347 12/31/2023
     SHY52,987$4,347 12/31/2023
Money Concepts Capital Corp52,925$4,342 12/31/2023
     SHY52,925$4,342 12/31/2023
CPR Investments Inc.52,879$4,324 03/31/2024
     SHY52,879$4,324 03/31/2024
Continuum Advisory LLC52,655$4,320 12/31/2023
     SHY52,655$4,320 12/31/2023
SigFig Wealth Management LLC52,844$4,317 12/31/2023
     SHY52,844$4,317 12/31/2023
Cornell University52,316$4,292 12/31/2023
     SHY52,316$4,292 12/31/2023
Rainsberger Wealth Advisors Inc.52,082$4,273 12/31/2023
     SHY52,082$4,273 12/31/2023
Geneos Wealth Management Inc.51,833$4,252 12/31/2023
     SHY51,833$4,252 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC51,423$4,219 12/31/2023
     SHY51,423$4,219 12/31/2023
Hamilton Wealth LLC51,395$4,216 12/31/2023
     SHY51,395$4,216 12/31/2023
Spartan Planning & Wealth Management50,828$4,170 12/31/2023
     SHY50,828$4,170 12/31/2023
Fiduciary Trust Co.50,450$4,139 12/31/2023
     SHY50,450$4,139 12/31/2023
Merit Financial Group LLC50,446$4,139 12/31/2023
     SHY50,446$4,139 12/31/2023
Clearstead Advisors LLC50,422$4,137 12/31/2023
     SHY50,422$4,137 12/31/2023
Martin Capital Partners LLC50,289$4,113 03/31/2024
     SHY50,289$4,113 03/31/2024
Alliance Wealth Advisors LLC UT49,858$4,090 12/31/2023
     SHY49,858$4,090 12/31/2023
Boltwood Capital Management49,955$4,085 03/31/2024
     SHY49,955$4,085 03/31/2024
Citadel Advisors LLC $4,045 12/31/2023
     Put649,000$53,244 12/31/2023
     Call602,600$49,437 12/31/2023
     SHY95,712$7,852 12/31/2023
Cabot Wealth Management Inc.49,040$4,023 12/31/2023
     SHY49,040$4,023 12/31/2023
Transamerica Financial Advisors Inc.48,913$4,013 12/31/2023
     SHY48,913$4,013 12/31/2023
Thrivent Financial for Lutherans48,797$4,004 12/31/2023
     SHY48,797$4,004 12/31/2023
MBA Advisors LLC48,136$3,949 12/31/2023
     SHY48,136$3,949 12/31/2023
Snowden Capital Advisors LLC48,111$3,947 12/31/2023
     SHY48,111$3,947 12/31/2023
Private Portfolio Partners LLC47,974$3,936 12/31/2023
     SHY47,974$3,936 12/31/2023
Capasso Planning Partners LLC47,440$3,880 03/31/2024
     SHY47,440$3,880 03/31/2024
Bulltick Wealth Management LLC47,037$3,859 12/31/2023
     SHY47,037$3,859 12/31/2023
Counterweight Ventures LLC46,901$3,848 12/31/2023
     SHY46,901$3,848 12/31/2023
Fort Point Capital Partners LLC46,720$3,833 12/31/2023
     SHY46,720$3,833 12/31/2023
Portside Wealth Group LLC46,428$3,797 03/31/2024
     SHY46,428$3,797 03/31/2024
Lakeview Capital Partners LLC46,070$3,780 12/31/2023
     SHY46,070$3,780 12/31/2023
MinichMacGregor Wealth Management LLC46,143$3,753 03/31/2024
     SHY46,143$3,753 03/31/2024
IFP Advisors Inc45,147$3,704 12/31/2023
     SHY45,147$3,704 12/31/2023
Park Edge Advisors LLC45,105$3,689 03/31/2024
     SHY45,105$3,689 03/31/2024
Ashton Thomas Private Wealth LLC45,092$3,688 03/31/2024
     SHY45,092$3,688 03/31/2024
Ameritas Investment Partners Inc.44,724$3,669 12/31/2023
     SHY44,724$3,669 12/31/2023
Hudock Inc.44,639$3,662 12/31/2023
     SHY44,639$3,662 12/31/2023
Winch Advisory Services LLC44,367$3,640 12/31/2023
     SHY44,367$3,640 12/31/2023
Topel & Distasi Wealth Management LLC44,036$3,613 12/31/2023
     SHY44,036$3,613 12/31/2023
First Foundation Advisors43,944$3,605 12/31/2023
     SHY43,944$3,605 12/31/2023
Sequoia Financial Advisors LLC43,245$3,548 12/31/2023
     SHY43,245$3,548 12/31/2023
Well Done LLC43,002$3,517 03/31/2024
     SHY43,002$3,517 03/31/2024
Platform Technology Partners42,882$3,509 12/31/2023
     SHY42,882$3,509 12/31/2023
One Day In July LLC42,693$3,503 12/31/2023
     SHY42,693$3,503 12/31/2023
Mount Lucas Management LP42,516$3,488 12/31/2023
     SHY42,516$3,488 12/31/2023
Anthracite Investment Company Inc.42,500$3,487 12/31/2023
     SHY42,500$3,487 12/31/2023
Presilium Private Wealth LLC42,323$3,472 12/31/2023
     SHY42,323$3,472 12/31/2023
Citizens Financial Group Inc RI42,302$3,470 12/31/2023
     SHY42,302$3,470 12/31/2023
Brady Family Wealth LLC41,912$3,438 12/31/2023
     SHY41,912$3,438 12/31/2023
NorthRock Partners LLC41,554$3,409 12/31/2023
     SHY41,554$3,409 12/31/2023
Hudson Valley Investment Advisors Inc. ADV40,514$3,313 03/31/2024
     SHY40,514$3,313 03/31/2024
Colony Group LLC40,356$3,311 12/31/2023
     SHY40,356$3,311 12/31/2023
OLD National Bancorp IN40,227$3,290 03/31/2024
     SHY40,227$3,290 03/31/2024
Harbor Investment Advisory LLC39,554$3,235 03/31/2024
     SHY39,554$3,235 03/31/2024
Stock Yards Bank & Trust Co.39,385$3,231 12/31/2023
     SHY39,385$3,231 12/31/2023
Noble Family Wealth LLC39,336$3,217 03/31/2024
     SHY39,336$3,217 03/31/2024
IHT Wealth Management LLC38,632$3,169 12/31/2023
     SHY38,632$3,169 12/31/2023
OneAscent Financial Services LLC38,736$3,168 03/31/2024
     SHY38,736$3,168 03/31/2024
Fortis Group Advisors LLC38,171$3,136 12/31/2023
     SHY38,171$3,136 12/31/2023
Cambridge Associates LLC MA ADV38,080$3,124 12/31/2023
     SHY38,080$3,124 12/31/2023
Stratos Wealth Partners LTD.37,964$3,105 03/31/2024
     SHY37,964$3,105 03/31/2024
New Capital Management LP36,702$3,001 03/31/2024
     SHY36,702$3,001 03/31/2024
Steward Partners Investment Advisory LLC36,578$3,001 12/31/2023
     SHY36,578$3,001 12/31/2023
Laurel Wealth Advisors LLC36,541$2,998 12/31/2023
     SHY36,541$2,998 12/31/2023
Values First Advisors Inc.36,110$2,953 03/31/2024
     SHY36,110$2,953 03/31/2024
Single Point Partners LLC36,102$2,952 03/31/2024
     SHY36,102$2,952 03/31/2024
Charter Oak Capital Management LLC36,060$2,949 03/31/2024
     SHY36,060$2,949 03/31/2024
DAVENPORT & Co LLC35,787$2,936 12/31/2023
     SHY35,787$2,936 12/31/2023
Farther Finance Advisors LLC35,743$2,932 12/31/2023
     SHY35,743$2,932 12/31/2023
Retirement Income Solutions Inc35,539$2,916 12/31/2023
     SHY35,539$2,916 12/31/2023
BlueDrive Global Investors LLP35,526$2,905 03/31/2024
     SHY35,526$2,905 03/31/2024
Peoples Bank OH35,264$2,893 12/31/2023
     SHY35,264$2,893 12/31/2023
Spire Wealth Management35,224$2,881 03/31/2024
     SHY35,224$2,881 03/31/2024
FinTrust Capital Advisors LLC34,885$2,862 12/31/2023
     SHY34,885$2,862 12/31/2023
RFG Advisory LLC34,980$2,861 03/31/2024
     SHY34,980$2,861 03/31/2024
CIBC World Markets Inc.34,627$2,841 12/31/2023
     SHY34,627$2,841 12/31/2023
NBT Bank N A NY34,660$2,834 03/31/2024
     SHY34,660$2,834 03/31/2024
Magnus Financial Group LLC33,865$2,778 12/31/2023
     SHY33,865$2,778 12/31/2023
Global Retirement Partners LLC33,930$2,775 03/31/2024
     SHY33,930$2,775 03/31/2024
Crescent Grove Advisors LLC33,668$2,762 12/31/2023
     SHY33,668$2,762 12/31/2023
CoreCap Advisors LLC33,501$2,748 12/31/2023
     SHY33,501$2,748 12/31/2023
Smartleaf Asset Management LLC33,501$2,747 12/31/2023
     SHY33,501$2,747 12/31/2023
Headlands Technologies LLC32,970$2,705 12/31/2023
     SHY32,970$2,705 12/31/2023
Advocacy Wealth Management Services LLC33,022$2,701 03/31/2024
     SHY33,022$2,701 03/31/2024
Chesley Taft & Associates LLC32,710$2,675 03/31/2024
     SHY32,710$2,675 03/31/2024
Veracity Capital LLC32,687$2,673 03/31/2024
     SHY32,687$2,673 03/31/2024
Independent Family Office LLC32,327$2,652 12/31/2023
     SHY32,327$2,652 12/31/2023
Family Wealth Partners LLC32,410$2,651 03/31/2024
     SHY32,410$2,651 03/31/2024
Probity Advisors Inc.31,697$2,600 12/31/2023
     SHY31,697$2,600 12/31/2023
Towercrest Capital Management31,472$2,582 12/31/2023
     SHY31,472$2,582 12/31/2023
Archford Capital Strategies LLC31,203$2,552 03/31/2024
     SHY31,203$2,552 03/31/2024
Wolverine Trading LLC $2,546 12/31/2023
     Call325,400$26,696 12/31/2023
     Put297,700$24,423 12/31/2023
     SHY3,329$273 12/31/2023
Pacific Financial Group Inc.30,776$2,525 12/31/2023
     SHY30,776$2,525 12/31/2023
NTV Asset Management LLC30,704$2,519 12/31/2023
     SHY30,704$2,519 12/31/2023
Headinvest LLC30,687$2,518 12/31/2023
     SHY30,687$2,518 12/31/2023
Financial Counselors Inc.30,561$2,507 12/31/2023
     SHY30,561$2,507 12/31/2023
Tillman Hartley LLC30,528$2,505 12/31/2023
     SHY30,528$2,505 12/31/2023
Commerce Bank30,454$2,498 12/31/2023
     SHY30,454$2,498 12/31/2023
Kovitz Investment Group Partners LLC30,371$2,492 12/31/2023
     SHY30,371$2,492 12/31/2023
Westside Investment Management Inc.30,308$2,479 03/31/2024
     SHY30,308$2,479 03/31/2024
West Paces Advisors Inc.30,279$2,476 03/31/2024
     SHY30,279$2,476 03/31/2024
LFA Lugano Financial Advisors SA30,046$2,465 12/31/2023
     SHY30,046$2,465 12/31/2023
RMR Wealth Builders30,104$2,462 03/31/2024
     SHY30,104$2,462 03/31/2024
Mainstay Capital Management LLC ADV29,950$2,457 12/31/2023
     SHY29,950$2,457 12/31/2023
Vontobel Holding Ltd.29,816$2,446 12/31/2023
     SHY29,816$2,446 12/31/2023
EPG Wealth Management LLC29,803$2,431 12/31/2023
     SHY29,803$2,431 12/31/2023
Clearwater Capital Advisors LLC29,369$2,409 12/31/2023
     SHY29,369$2,409 12/31/2023
Eagle Strategies LLC29,367$2,402 03/31/2024
     SHY29,367$2,402 03/31/2024
Spreng Capital Management Inc.29,109$2,388 12/31/2023
     SHY29,109$2,388 12/31/2023
Coastal Investment Advisors Inc.28,917$2,365 03/31/2024
     SHY28,917$2,365 03/31/2024
Delos Wealth Advisors LLC28,344$2,325 12/31/2023
     SHY28,344$2,325 12/31/2023
Wealthcare Capital Management LLC28,247$2,310 03/31/2024
     SHY28,247$2,310 03/31/2024
Samalin Investment Counsel LLC27,983$2,296 12/31/2023
     SHY27,983$2,296 12/31/2023
4J Wealth Management LLC28,055$2,294 03/31/2024
     SHY28,055$2,294 03/31/2024
PFG Investments LLC27,781$2,272 03/31/2024
     SHY27,781$2,272 03/31/2024
Wedbush Securities Inc.27,498$2,256 12/31/2023
     SHY27,498$2,256 12/31/2023
Private Advisory Group LLC27,487$2,255 12/31/2023
     SHY27,487$2,255 12/31/2023
Phillips Financial Management LLC27,439$2,244 03/31/2024
     SHY27,439$2,244 03/31/2024
Burns Matteson Capital Management LLC27,260$2,236 12/31/2023
     SHY27,260$2,236 12/31/2023
Family Firm Inc.27,210$2,232 12/31/2023
     SHY27,210$2,232 12/31/2023
Penobscot Investment Management Company Inc.27,185$2,230 12/31/2023
     SHY27,185$2,230 12/31/2023
StoneX Group Inc.27,104$2,224 12/31/2023
     SHY27,104$2,224 12/31/2023
Granite Bay Wealth Management LLC27,072$2,201 12/31/2023
     SHY27,072$2,201 12/31/2023
Community Trust & Investment Co.26,694$2,190 12/31/2023
     SHY26,694$2,190 12/31/2023
J.W. Cole Advisors Inc.26,508$2,175 12/31/2023
     SHY26,508$2,175 12/31/2023
Ironwood Investment Counsel LLC26,294$2,157 12/31/2023
     SHY26,294$2,157 12/31/2023
D.A. Davidson & CO.26,280$2,156 12/31/2023
     SHY26,280$2,156 12/31/2023
TFB Advisors LLC25,991$2,132 12/31/2023
     SHY25,991$2,132 12/31/2023
Wescott Financial Advisory Group LLC25,781$2,115 12/31/2023
     SHY25,781$2,115 12/31/2023
Rehmann Capital Advisory Group25,721$2,110 12/31/2023
     SHY25,721$2,110 12/31/2023
Crestwood Advisors Group LLC25,708$2,109 12/31/2023
     SHY25,708$2,109 12/31/2023
Raymond James Trust N.A.25,757$2,106 03/31/2024
     SHY25,757$2,106 03/31/2024
Cahaba Wealth Management Inc.25,726$2,104 03/31/2024
     SHY25,726$2,104 03/31/2024
Concurrent Investment Advisors LLC25,173$2,065 12/31/2023
     SHY25,173$2,065 12/31/2023
UMB Bank N A MO24,826$2,037 12/31/2023
     SHY24,826$2,037 12/31/2023
Financial Advocates Investment Management24,629$2,022 12/31/2023
     SHY24,629$2,022 12/31/2023
National Asset Management Inc.24,496$2,010 12/31/2023
     SHY24,496$2,010 12/31/2023
Strategy Asset Managers LLC24,423$2,004 12/31/2023
     SHY24,423$2,004 12/31/2023
Blue Fin Capital Inc.24,009$1,970 12/31/2023
     SHY24,009$1,970 12/31/2023
Hanlon Investment Management Inc.23,908$1,961 12/31/2023
     SHY23,908$1,961 12/31/2023
Lodestar Private Asset Management LLC23,826$1,955 12/31/2023
     SHY23,826$1,955 12/31/2023
Peak Asset Management LLC23,764$1,950 12/31/2023
     SHY23,764$1,950 12/31/2023
Sontag Advisory LLC23,739$1,948 12/31/2023
     SHY23,739$1,948 12/31/2023
Prime Capital Investment Advisors LLC23,584$1,935 12/31/2023
     SHY23,584$1,935 12/31/2023
Strategic Financial Concepts LLC23,569$1,927 03/31/2024
     SHY23,569$1,927 03/31/2024
Northeast Financial Group Inc.23,357$1,910 03/31/2024
     SHY23,357$1,910 03/31/2024
K.J. Harrison & Partners Inc23,200$1,903 12/31/2023
     SHY23,200$1,903 12/31/2023
Meridian Wealth Management LLC23,184$1,902 12/31/2023
     SHY23,184$1,902 12/31/2023
LifeGuide Financial Advisors LLC23,163$1,894 03/31/2024
     SHY23,163$1,894 03/31/2024
King Wealth22,907$1,879 12/31/2023
     SHY22,907$1,879 12/31/2023
First Community Trust NA22,804$1,865 03/31/2024
     SHY22,804$1,865 03/31/2024
Strategic Blueprint LLC22,791$1,864 03/31/2024
     SHY22,791$1,864 03/31/2024
Hollow Brook Wealth Management LLC22,600$1,854 12/31/2023
     SHY22,600$1,854 12/31/2023
Nvwm LLC22,279$1,828 12/31/2023
     SHY22,279$1,828 12/31/2023
Arrowroot Family Office LLC22,216$1,823 12/31/2023
     SHY22,216$1,823 12/31/2023
All Terrain Financial Advisors LLC22,193$1,821 12/31/2023
     SHY22,193$1,821 12/31/2023
Whitcomb & Hess Inc.22,251$1,820 03/31/2024
     SHY22,251$1,820 03/31/2024
Element Wealth LLC21,945$1,800 12/31/2023
     SHY21,945$1,800 12/31/2023
Meitav Dash Investments Ltd.21,958$1,798 12/31/2023
     SHY21,958$1,798 12/31/2023
Mmbg Investment Advisors CO.21,884$1,795 12/31/2023
     SHY21,884$1,795 12/31/2023
Capital Advisory Group Advisory Services LLC21,908$1,792 03/31/2024
     SHY21,908$1,792 03/31/2024
Larson Financial Group LLC21,801$1,789 12/31/2023
     SHY21,801$1,789 12/31/2023
WealthShield Partners LLC21,758$1,785 12/31/2023
     SHY21,758$1,785 12/31/2023
Traverso Chambers Private Wealth Management LLC21,760$1,785 12/31/2023
     SHY21,760$1,785 12/31/2023
Oversea Chinese Banking CORP Ltd21,696$1,780 12/31/2023
     SHY21,696$1,780 12/31/2023
Fifth Third Securities Inc.21,701$1,775 03/31/2024
     SHY21,701$1,775 03/31/2024
Atomi Financial Group Inc.21,600$1,772 12/31/2023
     SHY21,600$1,772 12/31/2023
Compton Wealth Advisory Group LLC21,602$1,767 03/31/2024
     SHY21,602$1,767 03/31/2024
Salomon & Ludwin LLC21,629$1,751 12/31/2023
     SHY21,629$1,751 12/31/2023
FirstPurpose Wealth LLC21,458$1,739 03/31/2024
     SHY21,458$1,739 03/31/2024
Verum Partners LLC21,080$1,724 03/31/2024
     SHY21,080$1,724 03/31/2024
Perennial Advisors LLC20,794$1,701 03/31/2024
     SHY20,794$1,701 03/31/2024
TCP Asset Management LLC20,751$1,697 03/31/2024
     SHY20,751$1,697 03/31/2024
EFG Asset Management Americas Corp.20,743$1,696 03/31/2024
     SHY20,743$1,696 03/31/2024
Northern Trust Corp20,569$1,687 12/31/2023
     SHY20,569$1,687 12/31/2023
Nwam LLC20,384$1,672 12/31/2023
     SHY20,384$1,672 12/31/2023
EQ LLC20,340$1,669 12/31/2023
     SHY20,340$1,669 12/31/2023
GLOBALT Investments LLC GA20,205$1,658 12/31/2023
     SHY20,205$1,658 12/31/2023
Csenge Advisory Group20,123$1,651 12/31/2023
     SHY20,123$1,651 12/31/2023
Great Valley Advisor Group Inc.20,117$1,650 12/31/2023
     SHY20,117$1,650 12/31/2023
Investment Advisory Group LLC19,963$1,638 12/31/2023
     SHY19,963$1,638 12/31/2023
Castleview Partners LLC19,942$1,636 12/31/2023
     SHY19,942$1,636 12/31/2023
Northwest Wealth Management LLC19,852$1,629 12/31/2023
     SHY19,852$1,629 12/31/2023
Wealth Advisory Solutions LLC19,905$1,628 03/31/2024
     SHY19,905$1,628 03/31/2024
Clearbridge Investments LLC19,813$1,625 12/31/2023
     SHY19,813$1,625 12/31/2023
GenTrust LLC19,782$1,618 03/31/2024
     SHY19,782$1,618 03/31/2024
Community Bank N.A.19,658$1,613 12/31/2023
     SHY19,658$1,613 12/31/2023
Voya Financial Advisors Inc.19,351$1,587 12/31/2023
     SHY19,351$1,587 12/31/2023
MV Capital Management Inc.19,356$1,583 03/31/2024
     SHY19,356$1,583 03/31/2024
Congress Wealth Management LLC DE 19,302$1,579 03/31/2024
     SHY19,302$1,579 03/31/2024
Banco Santander S.A.19,166$1,572 12/31/2023
     SHY19,166$1,572 12/31/2023
Midwest Professional Planners LTD.19,140$1,570 12/31/2023
     SHY19,140$1,570 12/31/2023
Vigilare Wealth Management18,974$1,557 12/31/2023
     SHY18,974$1,557 12/31/2023
Taylor Cottrill Erickson & Associates Inc.18,839$1,546 12/31/2023
     SHY18,839$1,546 12/31/2023
Cary Street Partners Investment Advisory LLC18,841$1,546 12/31/2023
     SHY18,841$1,546 12/31/2023
Ronald Blue Trust Inc.18,925$1,532 12/31/2023
     SHY18,925$1,532 12/31/2023
Eagle Asset Management Inc.18,614$1,527 12/31/2023
     SHY18,614$1,527 12/31/2023
Roundview Capital LLC18,613$1,527 12/31/2023
     SHY18,613$1,527 12/31/2023
Principle Wealth Partners LLC18,352$1,501 03/31/2024
     SHY18,352$1,501 03/31/2024
Hutchens & Kramer Investment Management Group LLC18,239$1,496 12/31/2023
     SHY18,239$1,496 12/31/2023
Wiley BROS. Aintree Capital LLC18,223$1,490 03/31/2024
     SHY18,223$1,490 03/31/2024
Chemistry Wealth Management LLC18,109$1,481 03/31/2024
     SHY18,109$1,481 03/31/2024
Summit Financial Group Inc.18,103$1,480 03/31/2024
     SHY18,103$1,480 03/31/2024
Lazard Asset Management LLC18,005$1,477 12/31/2023
     SHY18,005$1,477 12/31/2023
Stratos Wealth Advisors LLC18,030$1,475 03/31/2024
     SHY18,030$1,475 03/31/2024
Verus Capital Partners LLC17,903$1,469 12/31/2023
     SHY17,903$1,469 12/31/2023
Vanguard Group Inc.17,833$1,463 12/31/2023
     SHY17,833$1,463 12/31/2023
Legacy Wealth Asset Management LLC17,861$1,461 03/31/2024
     SHY17,861$1,461 03/31/2024
Robinson Value Management Ltd.17,768$1,453 03/31/2024
     SHY17,768$1,453 03/31/2024
Montag A & Associates Inc.17,446$1,431 12/31/2023
     SHY17,446$1,431 12/31/2023
Watchman Group Inc.17,437$1,431 12/31/2023
     SHY17,437$1,431 12/31/2023
Rooted Wealth Advisors Inc.17,540$1,427 03/31/2024
     SHY17,540$1,427 03/31/2024
Aveo Capital Partners LLC17,319$1,421 12/31/2023
     SHY17,319$1,421 12/31/2023
TD Waterhouse Canada Inc.17,313$1,421 12/31/2023
     SHY17,313$1,421 12/31/2023
Patten Group Inc.17,286$1,414 03/31/2024
     SHY17,286$1,414 03/31/2024
Rather & Kittrell Inc.17,209$1,412 12/31/2023
     SHY17,209$1,412 12/31/2023
StrategIQ Financial Group LLC17,204$1,411 12/31/2023
     SHY17,204$1,411 12/31/2023
GeoWealth Management LLC17,148$1,407 12/31/2023
     SHY17,148$1,407 12/31/2023
Capital Investment Advisory Services LLC16,984$1,393 12/31/2023
     SHY16,984$1,393 12/31/2023
Modera Wealth Management LLC16,892$1,386 12/31/2023
     SHY16,892$1,386 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management16,801$1,378 12/31/2023
     SHY16,801$1,378 12/31/2023
FWL Investment Management LLC16,747$1,374 12/31/2023
     SHY16,747$1,374 12/31/2023
Crabel Capital Management LLC16,680$1,368 12/31/2023
     SHY16,680$1,368 12/31/2023
Carnegie Capital Asset Management LLC16,614$1,363 12/31/2023
     SHY16,614$1,363 12/31/2023
Chartwell Investment Partners LLC16,485$1,352 12/31/2023
     SHY16,485$1,352 12/31/2023
Biltmore Wealth Management LLC16,378$1,344 12/31/2023
     SHY16,378$1,344 12/31/2023
Consolidated Planning Corp16,304$1,338 12/31/2023
     SHY16,304$1,338 12/31/2023
My Legacy Advisors LLC16,274$1,337 12/31/2023
     SHY16,274$1,337 12/31/2023
ORG Partners LLC16,293$1,337 12/31/2023
     SHY16,293$1,337 12/31/2023
Moors & Cabot Inc.16,191$1,328 12/31/2023
     SHY16,191$1,328 12/31/2023
Empowered Funds LLC16,122$1,323 12/31/2023
     SHY16,122$1,323 12/31/2023
Capital Asset Advisory Services LLC16,231$1,321 03/31/2024
     SHY16,231$1,321 03/31/2024
IFG Advisory LLC15,913$1,306 12/31/2023
     SHY15,913$1,306 12/31/2023
TriaGen Wealth Management LLC15,831$1,295 03/31/2024
     SHY15,831$1,295 03/31/2024
Arrow Investment Advisors LLC15,730$1,290 12/31/2023
     SHY15,730$1,290 12/31/2023
Clear Creek Financial Management LLC15,697$1,288 12/31/2023
     SHY15,697$1,288 12/31/2023
Acorn Wealth Advisors LLC15,671$1,286 12/31/2023
     SHY15,671$1,286 12/31/2023
Jordan Park Group LLC15,649$1,284 12/31/2023
     SHY15,649$1,284 12/31/2023
TrinityPoint Wealth LLC15,557$1,276 12/31/2023
     SHY15,557$1,276 12/31/2023
Forum Private Client Group LLC15,410$1,264 12/31/2023
     SHY15,410$1,264 12/31/2023
Ndwm LLC15,419$1,261 03/31/2024
     SHY15,419$1,261 03/31/2024
American National Bank & Trust Co. VA15,233$1,246 03/31/2024
     SHY15,233$1,246 03/31/2024
D L Carlson Investment Group Inc.15,235$1,246 12/31/2023
     SHY15,235$1,246 12/31/2023
Flagship Harbor Advisors LLC15,220$1,245 03/31/2024
     SHY15,220$1,245 03/31/2024
Two Sigma Securities LLC15,015$1,232 12/31/2023
     SHY15,015$1,232 12/31/2023
ADAR1 Capital Management LLC15,000$1,231 12/31/2023
     SHY15,000$1,231 12/31/2023
St. James Investment Company LLC14,800$1,214 12/31/2023
     SHY14,800$1,214 12/31/2023
CIBC Private Wealth Group LLC14,223$1,167 12/31/2023
     SHY14,223$1,167 12/31/2023
Golden State Equity Partners14,034$1,151 12/31/2023
     SHY14,034$1,151 12/31/2023
Cooper Financial Group13,971$1,143 03/31/2024
     SHY13,971$1,143 03/31/2024
J. W. Coons Advisors LLC13,870$1,138 12/31/2023
     SHY13,870$1,138 12/31/2023
Apexium Financial LP13,679$1,119 03/31/2024
     SHY13,679$1,119 03/31/2024
Silverleafe Capital Partners LLC13,642$1,116 03/31/2024
     SHY13,642$1,116 03/31/2024
Shira Ridge Wealth Management13,595$1,112 03/31/2024
     SHY13,595$1,112 03/31/2024
GTS Securities LLC $1,108 12/31/2023
     Call11,900$976 12/31/2023
     SHY7,503$616 12/31/2023
     Put5,900$484 12/31/2023
Alamar Capital Management LLC13,500$1,108 12/31/2023
     SHY13,500$1,108 12/31/2023
Western Wealth Management LLC13,396$1,099 12/31/2023
     SHY13,396$1,099 12/31/2023
Alhambra Investment Partners LLC13,407$1,096 03/31/2024
     SHY13,407$1,096 03/31/2024
Belpointe Asset Management LLC13,327$1,093 12/31/2023
     SHY13,327$1,093 12/31/2023
Capital Investment Advisors LLC13,301$1,088 03/31/2024
     SHY13,301$1,088 03/31/2024
Hobbs Group Advisors LLC13,205$1,083 12/31/2023
     SHY13,205$1,083 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC13,172$1,081 12/31/2023
     SHY13,172$1,081 12/31/2023
Procyon Private Wealth Partners LLC13,161$1,076 03/31/2024
     SHY13,161$1,076 03/31/2024
Gallagher Fiduciary Advisors LLC13,107$1,075 12/31/2023
     SHY13,107$1,075 12/31/2023
Bessemer Group Inc.13,089$1,073 12/31/2023
     SHY13,089$1,073 12/31/2023
AXS Investments LLC13,000$1,067 12/31/2023
     SHY13,000$1,067 12/31/2023
White Pine Capital LLC12,768$1,047 12/31/2023
     SHY12,768$1,047 12/31/2023
Financial Management Professionals Inc.12,794$1,046 03/31/2024
     SHY12,794$1,046 03/31/2024
International Assets Investment Management LLC12,832$1,044 03/31/2024
     SHY12,832$1,044 03/31/2024
Guerra Pan Advisors LLC12,670$1,039 12/31/2023
     SHY12,670$1,039 12/31/2023
Alesco Advisors LLC12,565$1,031 12/31/2023
     SHY12,565$1,031 12/31/2023
Consolidated Portfolio Review Corp12,354$1,014 12/31/2023
     SHY12,354$1,014 12/31/2023
Modern Wealth Management LLC12,344$1,013 12/31/2023
     SHY12,344$1,013 12/31/2023
HighMark Wealth Management LLC12,235$1,004 12/31/2023
     SHY12,235$1,004 12/31/2023
Welch Group LLC12,267$1,003 03/31/2024
     SHY12,267$1,003 03/31/2024
Fidelity D & D Bancorp Inc.12,249$1,002 03/31/2024
     SHY12,249$1,002 03/31/2024
Level Four Advisory Services LLC12,169$998 12/31/2023
     SHY12,169$998 12/31/2023
Kathleen S. Wright Associates Inc.12,186$997 03/31/2024
     SHY12,186$997 03/31/2024
Mattern Wealth Management LLC12,094$992 12/31/2023
     SHY12,094$992 12/31/2023
Koshinski Asset Management Inc.12,006$985 12/31/2023
     SHY12,006$985 12/31/2023
Howard Financial Services LTD.11,984$980 03/31/2024
     SHY11,984$980 03/31/2024
Wsfs Capital Management LLC11,873$974 12/31/2023
     SHY11,873$974 12/31/2023
Beirne Wealth Consulting Services LLC11,770$966 12/31/2023
     SHY11,770$966 12/31/2023
Bluesphere Advisors LLC11,793$964 03/31/2024
     SHY11,793$964 03/31/2024
One Capital Management LLC11,738$963 12/31/2023
     SHY11,738$963 12/31/2023
Acropolis Investment Management LLC11,690$956 03/31/2024
     SHY11,690$956 03/31/2024
First National Trust Co11,591$951 12/31/2023
     SHY11,591$951 12/31/2023
Founders Financial Alliance LLC11,568$949 12/31/2023
     SHY11,568$949 12/31/2023
Nations Financial Group Inc. IA ADV11,594$948 03/31/2024
     SHY11,594$948 03/31/2024
Ironwood Wealth Management LLC.11,556$945 03/31/2024
     SHY11,556$945 03/31/2024
Searle & CO.11,500$943 12/31/2023
     SHY11,500$943 12/31/2023
Avaii Wealth Management LLC11,495$943 12/31/2023
     SHY11,495$943 12/31/2023
Rockland Trust Co.11,290$923 03/31/2024
     SHY11,290$923 03/31/2024
M3 Advisory Group LLC11,206$919 12/31/2023
     SHY11,206$919 12/31/2023
IPG Investment Advisors LLC11,160$916 12/31/2023
     SHY11,160$916 12/31/2023
Krilogy Financial LLC11,187$915 03/31/2024
     SHY11,187$915 03/31/2024
Enterprise Bank & Trust Co11,172$914 03/31/2024
     SHY11,172$914 03/31/2024
Barry Investment Advisors LLC11,074$906 03/31/2024
     SHY11,074$906 03/31/2024
Ameritas Advisory Services LLC11,027$904 12/31/2023
     SHY11,027$904 12/31/2023
Allen Capital Group LLC11,023$901 03/31/2024
     SHY11,023$901 03/31/2024
Regions Financial Corp11,008$900 03/31/2024
     SHY11,008$900 03/31/2024
Bellecapital International Ltd.10,871$892 12/31/2023
     SHY10,871$892 12/31/2023
Zhang Financial LLC10,813$884 03/31/2024
     SHY10,813$884 03/31/2024
Park Place Capital Corp10,806$884 03/31/2024
     SHY10,806$884 03/31/2024
Fort Washington Investment Advisors Inc. OH10,765$883 03/31/2024
     SHY10,765$883 03/31/2024
Brown Brothers Harriman & Co.10,645$873 12/31/2023
     SHY10,645$873 12/31/2023
Drive Wealth Management LLC10,668$872 03/31/2024
     SHY10,668$872 03/31/2024
Vicus Capital10,625$869 03/31/2024
     SHY10,625$869 03/31/2024
Resonant Capital Advisors LLC10,502$862 12/31/2023
     SHY10,502$862 12/31/2023
Allred Capital Management LLC10,530$861 03/31/2024
     SHY10,530$861 03/31/2024
Amarillo National Bank10,476$857 03/31/2024
     SHY10,476$857 03/31/2024
Garrison Point Advisors LLC10,235$840 12/31/2023
     SHY10,235$840 12/31/2023
Edgestream Partners L.P.10,201$837 12/31/2023
     SHY10,201$837 12/31/2023
Roberts Wealth Advisors LLC10,296$836 03/31/2024
     SHY10,296$836 03/31/2024
Henrickson Nauta Wealth Advisors Inc.10,259$832 03/31/2024
     SHY10,259$832 03/31/2024
Bridge Advisory LLC10,158$831 03/31/2024
     SHY10,158$831 03/31/2024
Cresset Asset Management LLC10,076$827 12/31/2023
     SHY10,076$827 12/31/2023
Icon Wealth Advisors LLC9,994$820 12/31/2023
     SHY9,994$820 12/31/2023
Sound View Wealth Advisors Group LLC9,979$819 12/31/2023
     SHY9,979$819 12/31/2023
Confluence Wealth Services Inc.9,981$816 03/31/2024
     SHY9,981$816 03/31/2024
Guardian Capital Advisors LP9,960$816 12/31/2023
     SHY9,960$816 12/31/2023
West Michigan Advisors LLC9,927$814 12/31/2023
     SHY9,927$814 12/31/2023
SignalPoint Asset Management LLC9,909$810 03/31/2024
     SHY9,909$810 03/31/2024
Massmutual Trust Co. FSB ADV9,854$806 03/31/2024
     SHY9,854$806 03/31/2024
Plan Group Financial LLC9,821$806 12/31/2023
     SHY9,821$806 12/31/2023
Simon Quick Advisors LLC9,800$801 03/31/2024
     SHY9,800$801 03/31/2024
Johnson Financial Group Inc.9,700$796 12/31/2023
     SHY9,700$796 12/31/2023
Compass Ion Advisors LLC9,667$791 03/31/2024
     SHY9,667$791 03/31/2024
Sinecera Capital LLC9,630$787 03/31/2024
     SHY9,630$787 03/31/2024
Provence Wealth Management Group9,533$782 12/31/2023
     SHY9,533$782 12/31/2023
Inscription Capital LLC9,559$778 03/31/2024
     SHY9,559$778 03/31/2024
Sage Mountain Advisors LLC9,500$777 03/31/2024
     SHY9,500$777 03/31/2024
New South Capital Management Inc.9,405$772 12/31/2023
     SHY9,405$772 12/31/2023
SkyOak Wealth LLC9,405$772 12/31/2023
     SHY9,405$772 12/31/2023
Chapin Davis Inc.9,425$771 03/31/2024
     SHY9,425$771 03/31/2024
United Asset Strategies Inc.9,414$770 03/31/2024
     SHY9,414$770 03/31/2024
Hilltop Holdings Inc.9,378$769 12/31/2023
     SHY9,378$769 12/31/2023
Stordahl Capital Management Inc.9,392$768 03/31/2024
     SHY9,392$768 03/31/2024
Gries Financial LLC9,367$768 12/31/2023
     SHY9,367$768 12/31/2023
Barrett & Company Inc.9,375$767 03/31/2024
     SHY9,375$767 03/31/2024
Lincoln National Corp9,175$753 12/31/2023
     SHY9,175$753 12/31/2023
Bank of Hawaii9,162$752 12/31/2023
     SHY9,162$752 12/31/2023
Change Path LLC9,108$747 12/31/2023
     SHY9,108$747 12/31/2023
Benedict Financial Advisors Inc.9,058$743 12/31/2023
     SHY9,058$743 12/31/2023
Pinnacle Wealth Management Group Inc.9,074$742 03/31/2024
     SHY9,074$742 03/31/2024
NBC Securities Inc.9,045$739 03/31/2024
     SHY9,045$739 03/31/2024
Lake Street Financial LLC9,022$738 03/31/2024
     SHY9,022$738 03/31/2024
Benjamin F. Edwards & Company Inc.8,977$737 12/31/2023
     SHY8,977$737 12/31/2023
Annandale Capital LLC8,928$732 12/31/2023
     SHY8,928$732 12/31/2023
Dorsey Wright & Associates8,907$731 12/31/2023
     SHY8,907$731 12/31/2023
Midland Wealth Advisors LLC8,868$728 12/31/2023
     SHY8,868$728 12/31/2023
New Century Financial Group LLC8,834$722 03/31/2024
     SHY8,834$722 03/31/2024
Moulton Wealth Management Inc.8,783$718 03/31/2024
     SHY8,783$718 03/31/2024
Lifeworks Advisors LLC8,752$718 12/31/2023
     SHY8,752$718 12/31/2023
DeDora Capital Inc.8,769$717 03/31/2024
     SHY8,769$717 03/31/2024
Channel Wealth LLC8,741$715 03/31/2024
     SHY8,741$715 03/31/2024
Advanced Asset Management Advisors Inc8,627$708 12/31/2023
     SHY8,627$708 12/31/2023
Mattern Capital Management LLC8,546$701 12/31/2023
     SHY8,546$701 12/31/2023
Strata Wealth Advisors LLC8,529$697 03/31/2024
     SHY8,529$697 03/31/2024
Sugarloaf Wealth Management LLC8,497$695 03/31/2024
     SHY8,497$695 03/31/2024
Bank Hapoalim BM8,468$695 12/31/2023
     SHY8,468$695 12/31/2023
Empirical Asset Management LLC8,422$691 12/31/2023
     SHY8,422$691 12/31/2023
Objective Capital Management LLC8,367$686 12/31/2023
     SHY8,367$686 12/31/2023
Waterloo Capital L.P.8,347$685 12/31/2023
     SHY8,347$685 12/31/2023
Renasant Bank8,311$682 12/31/2023
     SHY8,311$682 12/31/2023
Eqis Capital Management Inc.8,263$678 12/31/2023
     SHY8,263$678 12/31/2023
Aries Wealth Management8,263$678 12/31/2023
     SHY8,263$678 12/31/2023
Pine Valley Investments Ltd Liability Co8,197$672 12/31/2023
     SHY8,197$672 12/31/2023
JNBA Financial Advisors8,130$667 12/31/2023
     SHY8,130$667 12/31/2023
SG Americas Securities LLC8,087$663 12/31/2023
     SHY8,087$663 12/31/2023
Bfsg LLC8,085$661 03/31/2024
     SHY8,085$661 03/31/2024
Oliver Luxxe Assets LLC8,013$655 03/31/2024
     SHY8,013$655 03/31/2024
ETF Store Inc.7,962$653 12/31/2023
     SHY7,962$653 12/31/2023
Bromfield Sneider Wealth Advisors7,969$652 03/31/2024
     SHY7,969$652 03/31/2024
Moneta Group Investment Advisors LLC7,881$647 12/31/2023
     SHY7,881$647 12/31/2023
Stolper Co7,837$641 03/31/2024
     SHY7,837$641 03/31/2024
Foundry Financial Group Inc.7,793$639 12/31/2023
     SHY7,793$639 12/31/2023
Kovack Advisors Inc.7,748$634 03/31/2024
     SHY7,748$634 03/31/2024
Priebe Wealth Holdings LLC7,752$634 03/31/2024
     SHY7,752$634 03/31/2024
Baker Ellis Asset Management LLC7,626$624 03/31/2024
     SHY7,626$624 03/31/2024
Azimuth Capital Investment Management LLC7,602$624 12/31/2023
     SHY7,602$624 12/31/2023
Northwest Capital Management Inc7,584$620 03/31/2024
     SHY7,584$620 03/31/2024
Financial Engines Advisors L.L.C.7,553$620 12/31/2023
     SHY7,553$620 12/31/2023
Neuberger Berman Group LLC7,560$620 12/31/2023
     SHY7,560$620 12/31/2023
Oxbow Advisors LLC7,550$619 12/31/2023
     SHY7,550$619 12/31/2023
Ballast Advisors LLC7,527$617 12/31/2023
     SHY7,527$617 12/31/2023
Jacobi Capital Management LLC7,506$616 12/31/2023
     SHY7,506$616 12/31/2023
Allworth Financial LP7,453$611 12/31/2023
     SHY7,453$611 12/31/2023
SageView Advisory Group LLC7,423$610 12/31/2023
     SHY7,423$610 12/31/2023
TruWealth Advisors LLC7,412$606 03/31/2024
     SHY7,412$606 03/31/2024
Secure Asset Management LLC7,380$605 12/31/2023
     SHY7,380$605 12/31/2023
Redhawk Wealth Advisors Inc.7,323$601 12/31/2023
     SHY7,323$601 12/31/2023
Diversified Portfolios Inc.7,270$596 12/31/2023
     SHY7,270$596 12/31/2023
Atlas Capital Advisors LLC7,268$594 03/31/2024
     SHY7,268$594 03/31/2024
Patton Fund Management Inc.7,246$594 12/31/2023
     SHY7,246$594 12/31/2023
Capital Analysts LLC7,227$593 12/31/2023
     SHY7,227$593 12/31/2023
Edmonds Duncan Registered Investment Advisors LLC7,242$592 03/31/2024
     SHY7,242$592 03/31/2024
Franklin Resources Inc.7,219$592 12/31/2023
     SHY7,219$592 12/31/2023
Rodgers Brothers Inc.7,200$591 12/31/2023
     SHY7,200$591 12/31/2023
Farmers Trust Co.7,200$589 03/31/2024
     SHY7,200$589 03/31/2024
Quotient Wealth Partners LLC7,175$589 12/31/2023
     SHY7,175$589 12/31/2023
Lcnb Corp7,151$587 12/31/2023
     SHY7,151$587 12/31/2023
Syverson Strege & Co7,122$584 12/31/2023
     SHY7,122$584 12/31/2023
Heritage Wealth Partners LLC7,105$583 12/31/2023
     SHY7,105$583 12/31/2023
180 Wealth Advisors LLC7,112$582 03/31/2024
     SHY7,112$582 03/31/2024
Boston Private Wealth LLC7,055$579 12/31/2023
     SHY7,055$579 12/31/2023
Rollins Financial7,042$578 12/31/2023
     SHY7,042$578 12/31/2023
Rollins Financial Advisors LLC7,042$578 12/31/2023
     SHY7,042$578 12/31/2023
Private Trust Co. NA7,028$575 03/31/2024
     SHY7,028$575 03/31/2024
Purus Wealth Management LLC7,012$573 03/31/2024
     SHY7,012$573 03/31/2024
Raab & Moskowitz Asset Management LLC6,975$572 12/31/2023
     SHY6,975$572 12/31/2023
SlateStone Wealth LLC6,942$570 12/31/2023
     SHY6,942$570 12/31/2023
Kingfisher Capital LLC6,941$569 12/31/2023
     SHY6,941$569 12/31/2023
Signature Securities Group Corporation6,948$568 03/31/2024
     SHY6,948$568 03/31/2024
Alliance Wealth Management Group6,909$567 12/31/2023
     SHY6,909$567 12/31/2023
Baker Tilly Financial LLC6,899$566 12/31/2023
     SHY6,899$566 12/31/2023
Beaumont Financial Advisors LLC6,905$566 12/31/2023
     SHY6,905$566 12/31/2023
Fermata Advisors LLC6,906$565 03/31/2024
     SHY6,906$565 03/31/2024
Berger Financial Group Inc6,871$562 03/31/2024
     SHY6,871$562 03/31/2024
Good Life Advisors LLC6,844$561 12/31/2023
     SHY6,844$561 12/31/2023
Mission Creek Capital Partners Inc.6,822$560 12/31/2023
     SHY6,822$560 12/31/2023
TBH Global Asset Management LLC6,806$558 12/31/2023
     SHY6,806$558 12/31/2023
Greenspring Advisors LLC6,779$554 03/31/2024
     SHY6,779$554 03/31/2024
Seelaus Asset Management LLC6,757$554 12/31/2023
     SHY6,757$554 12/31/2023
Falcon Wealth Planning6,763$553 03/31/2024
     SHY6,763$553 03/31/2024
Spence Asset Management6,708$549 03/31/2024
     SHY6,708$549 03/31/2024
Connecticut Wealth Management LLC6,674$548 12/31/2023
     SHY6,674$548 12/31/2023
Valeo Financial Advisors LLC6,644$543 03/31/2024
     SHY6,644$543 03/31/2024
Onyx Bridge Wealth Group LLC6,620$543 12/31/2023
     SHY6,620$543 12/31/2023
Flagship Private Wealth LLC6,592$541 12/31/2023
     SHY6,592$541 12/31/2023
Advisors Capital Management LLC6,585$540 12/31/2023
     SHY6,585$540 12/31/2023
Windward Private Wealth Management Inc.6,521$535 12/31/2023
     SHY6,521$535 12/31/2023
Live Oak Private Wealth LLC6,534$534 03/31/2024
     SHY6,534$534 03/31/2024
Hudson Capital Management LLC6,506$532 03/31/2024
     SHY6,506$532 03/31/2024
Shayne & CO. LLC6,480$532 12/31/2023
     SHY6,480$532 12/31/2023
S. R. Schill & Associates6,468$529 03/31/2024
     SHY6,468$529 03/31/2024
Clarity Capital Partners LLC6,452$529 12/31/2023
     SHY6,452$529 12/31/2023
Centurion Wealth Management LLC6,408$526 12/31/2023
     SHY6,408$526 12/31/2023
Adviser Investments LLC6,402$525 12/31/2023
     SHY6,402$525 12/31/2023
SILVER OAK SECURITIES Inc6,369$523 12/31/2023
     SHY6,369$523 12/31/2023
Sollinda Capital Management LLC6,386$522 03/31/2024
     SHY6,386$522 03/31/2024
Arkadios Wealth Advisors6,331$519 12/31/2023
     SHY6,331$519 12/31/2023
AlTi Global Inc.6,291$516 12/31/2023
     SHY6,291$516 12/31/2023
United Community Bank6,295$516 12/31/2023
     SHY6,295$516 12/31/2023
Intelligence Driven Advisers LLC6,257$515 12/31/2023
     SHY6,257$515 12/31/2023
Yarger Wealth Strategies LLC6,262$514 12/31/2023
     SHY6,262$514 12/31/2023
Invesco Ltd.6,225$511 12/31/2023
     SHY6,225$511 12/31/2023
Joel Isaacson & Co. LLC6,217$510 12/31/2023
     SHY6,217$510 12/31/2023
Lester Murray Antman dba SimplyRich6,202$509 12/31/2023
     SHY6,202$509 12/31/2023
First Financial Bank Trust Division6,201$507 03/31/2024
     SHY6,201$507 03/31/2024
Delap Wealth Advisory LLC6,148$504 12/31/2023
     SHY6,148$504 12/31/2023
E&G Advisors LP6,150$503 03/31/2024
     SHY6,150$503 03/31/2024
Sax Wealth Advisors LLC6,104$501 12/31/2023
     SHY6,104$501 12/31/2023
Shepherd Financial Partners LLC6,117$500 03/31/2024
     SHY6,117$500 03/31/2024
Chicago Wealth Management Inc.6,077$499 12/31/2023
     SHY6,077$499 12/31/2023
Ingalls & Snyder LLC6,075$498 12/31/2023
     SHY6,075$498 12/31/2023
Sunbelt Securities Inc.6,013$492 03/31/2024
     SHY6,013$492 03/31/2024
Summa Corp.6,000$491 03/31/2024
     SHY6,000$491 03/31/2024
DMG Group LLC5,971$488 03/31/2024
     SHY5,971$488 03/31/2024
North Star Investment Management Corp.5,908$485 12/31/2023
     SHY5,908$485 12/31/2023
AlphaCore Capital LLC5,860$481 12/31/2023
     SHY5,860$481 12/31/2023
Trust Co5,840$478 03/31/2024
     SHY5,840$478 03/31/2024
Summit Financial LLC5,792$474 03/31/2024
     SHY5,792$474 03/31/2024
JPL Wealth Management LLC5,783$474 12/31/2023
     SHY5,783$474 12/31/2023
Crestone Asset Management LLC5,762$473 12/31/2023
     SHY5,762$473 12/31/2023
ARS Wealth Advisors Group LLC5,720$469 12/31/2023
     SHY5,720$469 12/31/2023
Southeast Asset Advisors Inc.5,710$468 12/31/2023
     SHY5,710$468 12/31/2023
Mount Yale Investment Advisors LLC5,710$468 12/31/2023
     SHY5,710$468 12/31/2023
SPC Financial Inc.5,667$465 12/31/2023
     SHY5,667$465 12/31/2023
Cherry Tree Wealth Management LLC5,662$465 12/31/2023
     SHY5,662$465 12/31/2023
Savant Capital LLC5,615$461 12/31/2023
     SHY5,615$461 12/31/2023
Cadinha & Co. LLC5,595$459 12/31/2023
     SHY5,595$459 12/31/2023
Twele Capital Management Inc.5,598$458 03/31/2024
     SHY5,598$458 03/31/2024
Busey Wealth Management5,565$455 03/31/2024
     SHY5,565$455 03/31/2024
Sfmg LLC5,499$451 12/31/2023
     SHY5,499$451 12/31/2023
Schwarz Dygos Wheeler Investment Advisors LLC5,491$451 12/31/2023
     SHY5,491$451 12/31/2023
Banque Pictet & Cie SA5,464$448 12/31/2023
     SHY5,464$448 12/31/2023
Weaver Consulting Group5,453$446 03/31/2024
     SHY5,453$446 03/31/2024
AlphaCentric Advisors LLC5,458$446 03/31/2024
     SHY5,458$446 03/31/2024
Edmond DE Rothschild Holding S.A.5,362$440 12/31/2023
     SHY5,362$440 12/31/2023
Legacy Capital Wealth Partners LLC5,361$440 12/31/2023
     SHY5,361$440 12/31/2023
First Hawaiian Bank5,265$431 03/31/2024
     SHY5,265$431 03/31/2024
U.S. Capital Wealth Advisors LLC5,249$431 12/31/2023
     SHY5,249$431 12/31/2023
Joseph P. Lucia & Associates LLC5,227$429 12/31/2023
     SHY5,227$429 12/31/2023
Arkfeld Wealth Strategies L.L.C.5,260$426 03/31/2024
     SHY5,260$426 03/31/2024
Personal CFO Solutions LLC5,189$426 12/31/2023
     SHY5,189$426 12/31/2023
Hancock Whitney Corp5,178$425 12/31/2023
     SHY5,178$425 12/31/2023
NCM Capital Management LLC5,173$424 12/31/2023
     SHY5,173$424 12/31/2023
Mechanics Bank Trust Department5,165$422 03/31/2024
     SHY5,165$422 03/31/2024
Daymark Wealth Partners LLC5,161$422 03/31/2024
     SHY5,161$422 03/31/2024
Pinnacle Family Advisors LLC5,145$422 12/31/2023
     SHY5,145$422 12/31/2023
UP Strategic Wealth Investment Advisors LLC5,148$422 12/31/2023
     SHY5,148$422 12/31/2023
WNY Asset Management LLC5,119$420 12/31/2023
     SHY5,119$420 12/31/2023
Goelzer Investment Management Inc.5,068$416 12/31/2023
     SHY5,068$416 12/31/2023
Beacon Financial Advisory LLC5,067$416 12/31/2023
     SHY5,067$416 12/31/2023
Legacy Private Trust Co.5,080$415 03/31/2024
     SHY5,080$415 03/31/2024
AMG National Trust Bank5,045$414 12/31/2023
     SHY5,045$414 12/31/2023
Verdence Capital Advisors LLC5,043$414 12/31/2023
     SHY5,043$414 12/31/2023
Boyd Watterson Asset Management LLC OH5,000$410 12/31/2023
     SHY5,000$410 12/31/2023
Asset Management Group Inc.4,970$408 12/31/2023
     SHY4,970$408 12/31/2023
Independent Advisor Alliance4,947$406 12/31/2023
     SHY4,947$406 12/31/2023
WealthPlan Investment Management LLC4,931$405 12/31/2023
     SHY4,931$405 12/31/2023
Catalyst Financial Partners LLC4,911$399 03/31/2024
     SHY4,911$399 03/31/2024
Aptus Capital Advisors LLC4,811$395 12/31/2023
     SHY4,811$395 12/31/2023
Morris Retirement Advisors LLC4,816$395 12/31/2023
     SHY4,816$395 12/31/2023
Trilogy Capital Inc.4,813$394 03/31/2024
     SHY4,813$394 03/31/2024
1620 Investment Advisors Inc.4,800$394 12/31/2023
     SHY4,800$394 12/31/2023
Wellington Shields Capital Management LLC4,775$392 12/31/2023
     SHY4,775$392 12/31/2023
Addison Advisors LLC4,780$392 12/31/2023
     SHY4,780$392 12/31/2023
Householder Group Estate & Retirement Specialist LLC4,752$389 12/31/2023
     SHY4,752$389 12/31/2023
Aspiriant LLC4,745$388 03/31/2024
     SHY4,745$388 03/31/2024
BOKF NA4,728$388 12/31/2023
     SHY4,728$388 12/31/2023
Quadcap Wealth Management LLC4,725$388 12/31/2023
     SHY4,725$388 12/31/2023
Pinnacle Associates Ltd.4,712$387 12/31/2023
     SHY4,712$387 12/31/2023
Coldstream Capital Management Inc.4,709$386 12/31/2023
     SHY4,709$386 12/31/2023
Transcend Wealth Collective LLC4,691$385 12/31/2023
     SHY4,691$385 12/31/2023
A. D. Beadell Investment Counsel Inc.4,625$378 03/31/2024
     SHY4,625$378 03/31/2024
Smith Chas P & Associates PA Cpas4,593$377 12/31/2023
     SHY4,593$377 12/31/2023
GUNN & Co INVESTMENT MANAGEMENT INC.4,593$377 12/31/2023
     SHY4,593$377 12/31/2023
Able Wealth Management LLC4,601$377 12/31/2023
     SHY4,601$377 12/31/2023
Dimension Capital Management LLC4,583$376 12/31/2023
     SHY4,583$376 12/31/2023
PrairieView Partners LLC4,561$374 12/31/2023
     SHY4,561$374 12/31/2023
Whittier Trust Co.4,543$373 12/31/2023
     SHY4,543$373 12/31/2023
Coppell Advisory Solutions LLC4,524$371 12/31/2023
     SHY4,524$371 12/31/2023
Tilia Fiduciary Partners Inc.4,516$369 03/31/2024
     SHY4,516$369 03/31/2024
MONECO Advisors LLC4,456$366 12/31/2023
     SHY4,456$366 12/31/2023
Tectonic Advisors LLC4,437$364 12/31/2023
     SHY4,437$364 12/31/2023
Disciplined Investments LLC4,422$362 03/31/2024
     SHY4,422$362 03/31/2024
Autumn Glory Partners LLC4,407$362 12/31/2023
     SHY4,407$362 12/31/2023
Signature Estate & Investment Advisors LLC4,365$358 12/31/2023
     SHY4,365$358 12/31/2023
STA Wealth Management LLC4,304$353 12/31/2023
     SHY4,304$353 12/31/2023
Stapp Wealth Management Pllc4,275$350 03/31/2024
     SHY4,275$350 03/31/2024
Fairfield Bush & CO.4,225$347 12/31/2023
     SHY4,225$347 12/31/2023
Financial Network Wealth Advisors LLC4,232$347 12/31/2023
     SHY4,232$347 12/31/2023
Phoenix Holdings Ltd.4,209$345 12/31/2023
     SHY4,209$345 12/31/2023
Bremer Bank National Association4,208$344 03/31/2024
     SHY4,208$344 03/31/2024
Evanson Asset Management LLC4,189$343 03/31/2024
     SHY4,189$343 03/31/2024
HBW Advisory Services LLC4,154$341 03/31/2024
     SHY4,154$341 03/31/2024
Mcdonald Partners LLC4,156$340 03/31/2024
     SHY4,156$340 03/31/2024
EisnerAmper Wealth Management Corporate Benefits LLC4,137$339 12/31/2023
     SHY4,137$339 12/31/2023
Addison Capital Co4,118$338 12/31/2023
     SHY4,118$338 12/31/2023
SWP Financial LLC4,122$338 12/31/2023
     SHY4,122$338 12/31/2023
Lion Street Advisors LLC4,091$336 03/31/2024
     SHY4,091$336 03/31/2024
Bond & Devick Financial Network Inc.4,057$333 12/31/2023
     SHY4,057$333 12/31/2023
Lakeridge Wealth Management LLC4,054$333 12/31/2023
     SHY4,054$333 12/31/2023
Retirement Capital Strategies4,041$332 12/31/2023
     SHY4,041$332 12/31/2023
Archetype Wealth Partners LLC4,027$330 12/31/2023
     SHY4,027$330 12/31/2023
Cornerstone Wealth Group LLC4,019$329 03/31/2024
     SHY4,019$329 03/31/2024
Caldwell Sutter Capital Inc.4,011$328 03/31/2024
     SHY4,011$328 03/31/2024
Horizons Wealth Management3,983$327 03/31/2024
     SHY3,983$327 03/31/2024
Wayfinding Financial LLC3,988$327 12/31/2023
     SHY3,988$327 12/31/2023
Brickley Wealth Management3,990$326 03/31/2024
     SHY3,990$326 03/31/2024
Oak Harbor Wealth Partners LLC3,982$326 03/31/2024
     SHY3,982$326 03/31/2024
King Luther Capital Management Corp3,972$326 12/31/2023
     SHY3,972$326 12/31/2023
Glass Jacobson Investment Advisors llc3,965$325 12/31/2023
     SHY3,965$325 12/31/2023
Legacy Capital Group California Inc.3,953$324 12/31/2023
     SHY3,953$324 12/31/2023
Cadent Capital Advisors LLC3,954$323 03/31/2024
     SHY3,954$323 03/31/2024
Mesirow Financial Investment Management Equity Management3,914$321 12/31/2023
     SHY3,914$321 12/31/2023
Donaldson Capital Management LLC3,909$320 03/31/2024
     SHY3,909$320 03/31/2024
Little House Capital LLC3,898$319 03/31/2024
     SHY3,898$319 03/31/2024
Hexagon Capital Partners LLC3,897$319 03/31/2024
     SHY3,897$319 03/31/2024
Prosperity Financial Group Inc.3,830$314 12/31/2023
     SHY3,830$314 12/31/2023
Lokken Investment Group LLC3,779$310 12/31/2023
     SHY3,779$310 12/31/2023
Sonata Capital Group Inc.3,750$308 12/31/2023
     SHY3,750$308 12/31/2023
Arbor Trust Wealth Advisors LLC3,791$307 03/31/2024
     SHY3,791$307 03/31/2024
GW Henssler & Associates Ltd.3,742$307 12/31/2023
     SHY3,742$307 12/31/2023
Garden State Investment Advisory Services LLC3,713$305 12/31/2023
     SHY3,713$305 12/31/2023
Willow Creek Wealth Management Inc.3,673$301 12/31/2023
     SHY3,673$301 12/31/2023
Stephens Group Asset Management LLC3,572$292 03/31/2024
     SHY3,572$292 03/31/2024
CBIZ Investment Advisory Services LLC3,522$289 12/31/2023
     SHY3,522$289 12/31/2023
M. Kulyk & Associates LLC3,504$287 12/31/2023
     SHY3,504$287 12/31/2023
Horizon Family Wealth Inc.3,478$285 12/31/2023
     SHY3,478$285 12/31/2023
Lyell Wealth Management LP3,460$284 12/31/2023
     SHY3,460$284 12/31/2023
ARK & TLK Investments LLC3,458$284 12/31/2023
     SHY3,458$284 12/31/2023
Woodward Diversified Capital LLC3,424$281 12/31/2023
     SHY3,424$281 12/31/2023
Sandy Spring Bank3,408$280 12/31/2023
     SHY3,408$280 12/31/2023
Cambridge Trust Co.3,396$279 12/31/2023
     SHY3,396$279 12/31/2023
Triumph Capital Management3,401$279 12/31/2023
     SHY3,401$279 12/31/2023
Optimum Investment Advisors3,378$276 03/31/2024
     SHY3,378$276 03/31/2024
Columbus Macro LLC3,354$274 03/31/2024
     SHY3,354$274 03/31/2024
Operose Advisors LLC3,324$273 12/31/2023
     SHY3,324$273 12/31/2023
Brighton Jones LLC3,291$270 12/31/2023
     SHY3,291$270 12/31/2023
Straight Path Wealth Management3,295$270 12/31/2023
     SHY3,295$270 12/31/2023
Tiemann Investment Advisors LLC3,250$267 12/31/2023
     SHY3,250$267 12/31/2023
AllSquare Wealth Management LLC3,250$267 12/31/2023
     SHY3,250$267 12/31/2023
Arrow Financial Corp3,226$265 12/31/2023
     SHY3,226$265 12/31/2023
Greatmark Investment Partners Inc.3,200$263 12/31/2023
     SHY3,200$263 12/31/2023
First Citizens Financial Corp3,203$263 12/31/2023
     SHY3,203$263 12/31/2023
Cynosure Management LLC3,194$262 12/31/2023
     SHY3,194$262 12/31/2023
Finer Wealth Management Inc.3,164$260 12/31/2023
     SHY3,164$260 12/31/2023
Founders Financial Securities LLC3,166$259 03/31/2024
     SHY3,166$259 03/31/2024
Harbour Investments Inc.3,106$255 12/31/2023
     SHY3,106$255 12/31/2023
Napatree Capital LLC3,110$255 12/31/2023
     SHY3,110$255 12/31/2023
Advisor Resource Council3,102$254 03/31/2024
     SHY3,102$254 03/31/2024
Atlantic Trust LLC3,100$254 12/31/2023
     SHY3,100$254 12/31/2023
KM Capital Management Ltd.3,090$254 12/31/2023
     SHY3,090$254 12/31/2023
Investment House LLC3,060$251 12/31/2023
     SHY3,060$251 12/31/2023
FDx Advisors Inc.3,044$250 12/31/2023
     SHY3,044$250 12/31/2023
Rogco LP3,053$250 12/31/2023
     SHY3,053$250 12/31/2023
Fortitude Advisory Group L.L.C.3,024$248 12/31/2023
     SHY3,024$248 12/31/2023
Guidance Capital Inc.3,042$247 03/31/2024
     SHY3,042$247 03/31/2024
GFS Advisors LLC3,000$246 12/31/2023
     SHY3,000$246 12/31/2023
Cardiff Park Advisors LLC3,000$246 12/31/2023
     SHY3,000$246 12/31/2023
Spectrum Asset Management Inc. NB CA 3,000$245 03/31/2024
     SHY3,000$245 03/31/2024
High Net Worth Advisory Group LLC3,000$245 03/31/2024
     SHY3,000$245 03/31/2024
Brown Advisory Inc.2,977$243 03/31/2024
     SHY2,977$243 03/31/2024
WMS Partners LLC2,959$243 12/31/2023
     SHY2,959$243 12/31/2023
Tempus Wealth Planning LLC2,963$242 03/31/2024
     SHY2,963$242 03/31/2024
Advisory Research Inc.2,945$242 12/31/2023
     SHY2,945$242 12/31/2023
Towneley Capital Management Inc DE2,944$241 03/31/2024
     SHY2,944$241 03/31/2024
Bragg Financial Advisors Inc2,903$238 12/31/2023
     SHY2,903$238 12/31/2023
W.G. Shaheen & Associates DBA Whitney & Co2,884$237 12/31/2023
     SHY2,884$237 12/31/2023
Venture Visionary Partners LLC2,891$237 12/31/2023
     SHY2,891$237 12/31/2023
Kure Advisory LLC2,892$237 12/31/2023
     SHY2,892$237 12/31/2023
Miracle Mile Advisors LLC2,866$234 03/31/2024
     SHY2,866$234 03/31/2024
Turtle Creek Wealth Advisors LLC2,838$233 12/31/2023
     SHY2,838$233 12/31/2023
Fiduciary Alliance LLC2,828$230 03/31/2024
     SHY2,828$230 03/31/2024
Bigelow Investment Advisors LLC2,804$230 12/31/2023
     SHY2,804$230 12/31/2023
Camden Capital LLC2,789$229 12/31/2023
     SHY2,789$229 12/31/2023
Ridgewood Investments LLC2,783$228 03/31/2024
     SHY2,783$228 03/31/2024
Southland Equity Partners LLC2,779$227 03/31/2024
     SHY2,779$227 03/31/2024
Schneider Downs Wealth Management Advisors LP2,720$223 12/31/2023
     SHY2,720$223 12/31/2023
Gladstone Institutional Advisory LLC2,721$223 12/31/2023
     SHY2,721$223 12/31/2023
Northern Oak Wealth Management Inc.2,710$222 12/31/2023
     SHY2,710$222 12/31/2023
Gray Wealth Management Inc.2,686$220 12/31/2023
     SHY2,686$220 12/31/2023
Thoroughbred Financial Services LLC2,673$219 12/31/2023
     SHY2,673$219 12/31/2023
Unionview LLC2,648$217 12/31/2023
     SHY2,648$217 12/31/2023
CX Institutional2,651$216 03/31/2024
     SHY2,651$216 03/31/2024
Tyche Wealth Partners LLC2,646$216 03/31/2024
     SHY2,646$216 03/31/2024
Patriot Financial Group Insurance Agency LLC2,630$216 12/31/2023
     SHY2,630$216 12/31/2023
Semus Wealth Partners LLC2,635$216 12/31/2023
     SHY2,635$216 12/31/2023
Capstone Triton Financial Group LLC2,635$215 03/31/2024
     SHY2,635$215 03/31/2024
Dean Investment Associates LLC2,625$215 12/31/2023
     SHY2,625$215 12/31/2023
David Loasby2,627$215 12/31/2023
     SHY2,627$215 12/31/2023
Arden Trust Co2,609$213 03/31/2024
     SHY2,609$213 03/31/2024
Aull & Monroe Investment Management Corp2,570$211 12/31/2023
     SHY2,570$211 12/31/2023
Centaurus Financial Inc.2,563$210 12/31/2023
     SHY2,563$210 12/31/2023
Kingswood Wealth Advisors LLC2,561$209 03/31/2024
     SHY2,561$209 03/31/2024
Pettyjohn Wood & White Inc.2,525$207 12/31/2023
     SHY2,525$207 12/31/2023
Strategies Wealth Advisors LLC2,467$202 03/31/2024
     SHY2,467$202 03/31/2024
Meridian Management Co.2,465$202 12/31/2023
     SHY2,465$202 12/31/2023
SeaBridge Investment Advisors LLC2,462$202 12/31/2023
     SHY2,462$202 12/31/2023
Grimes & Company Inc.2,460$201 03/31/2024
     SHY2,460$201 03/31/2024
Narus Financial Partners LLC2,450$200 03/31/2024
     SHY2,450$200 03/31/2024
Deutsche Bank AG2,390$196 12/31/2023
     SHY2,390$196 12/31/2023
Tower View Investment Management & Research LLC2,373$195 12/31/2023
     SHY2,373$195 12/31/2023
Benjamin Edwards Inc.2,295$188 12/31/2023
     SHY2,295$188 12/31/2023
Union Savings Bank2,269$186 12/31/2023
     SHY2,269$186 12/31/2023
Creative Financial Designs Inc. ADV2,261$185 12/31/2023
     SHY2,261$185 12/31/2023
Woodard & Co. Asset Management Group Inc. ADV2,132$175 12/31/2023
     SHY2,132$175 12/31/2023
Pacific Center for Financial Services2,108$173 12/31/2023
     SHY2,108$173 12/31/2023
Asset Dedication LLC1,967$160 03/31/2024
     SHY1,967$160 03/31/2024
EP Wealth Advisors LLC1,939$159 12/31/2023
     SHY1,939$159 12/31/2023
SOA Wealth Advisors LLC.1,928$158 03/31/2024
     SHY1,928$158 03/31/2024
CNB Bank1,925$158 12/31/2023
     SHY1,925$158 12/31/2023
Archer Investment Corp1,924$158 12/31/2023
     SHY1,924$158 12/31/2023
Carmichael Hill & Associates Inc.1,842$151 03/31/2024
     SHY1,842$151 03/31/2024
ICA Group Wealth Management LLC1,789$147 12/31/2023
     SHY1,789$147 12/31/2023
Family Management Corp1,774$146 12/31/2023
     SHY1,774$146 12/31/2023
Zeit Capital LLC1,735$142 12/31/2023
     SHY1,735$142 12/31/2023
Y.D. More Investments Ltd1,728$142 12/31/2023
     SHY1,728$142 12/31/2023
Deane Retirement Strategies Inc.1,672$137 03/31/2024
     SHY1,672$137 03/31/2024
Roble Belko & Company Inc1,600$131 03/31/2024
     SHY1,600$131 03/31/2024
Lummis Asset Management LP1,595$131 12/31/2023
     SHY1,595$131 12/31/2023
Crewe Advisors LLC1,534$126 12/31/2023
     SHY1,534$126 12/31/2023
Bank Julius Baer & Co. Ltd Zurich1,520$125 12/31/2023
     SHY1,520$125 12/31/2023
First United Bank Trust1,410$116 12/31/2023
     SHY1,410$116 12/31/2023
Anchor Investment Management LLC1,341$110 12/31/2023
     SHY1,341$110 12/31/2023
Webster Bank N. A.1,327$109 03/31/2024
     SHY1,327$109 03/31/2024
Oxford Financial Group Ltd.1,227$101 12/31/2023
     SHY1,227$101 12/31/2023
APCM Wealth Management for Individuals1,227$100 03/31/2024
     SHY1,227$100 03/31/2024
Institutional & Family Asset Management LLC1,218$100 12/31/2023
     SHY1,218$100 12/31/2023
Parkside Financial Bank & Trust1,211$99 12/31/2023
     SHY1,211$99 12/31/2023
Grove Bank & Trust1,200$98 12/31/2023
     SHY1,200$98 12/31/2023
Tortoise Investment Management LLC1,135$93 12/31/2023
     SHY1,135$93 12/31/2023
Mechanics Financial Corp1,132$93 12/31/2023
     SHY1,132$93 12/31/2023
Northwest Investment Counselors LLC1,128$92 03/31/2024
     SHY1,128$92 03/31/2024
Vermillion & White Wealth Management Group LLC1,127$92 12/31/2023
     SHY1,127$92 12/31/2023
Bank of New Hampshire1,112$91 03/31/2024
     SHY1,112$91 03/31/2024
Horizon Investments LLC1,107$91 12/31/2023
     SHY1,107$91 12/31/2023
CENTRAL TRUST Co1,092$89 03/31/2024
     SHY1,092$89 03/31/2024
Lowe Wealth Advisors LLC1,070$88 03/31/2024
     SHY1,070$88 03/31/2024
Venturi Wealth Management LLC954$78 03/31/2024
     SHY954$78 03/31/2024
Beacon Capital Management LLC938$76 12/31/2023
     SHY938$76 12/31/2023
Resurgent Financial Advisors LLC904$74 12/31/2023
     SHY904$74 12/31/2023
Covestor Ltd859$71 12/31/2023
     SHY859$71 12/31/2023
Valley National Advisers Inc.860$70 03/31/2024
     SHY860$70 03/31/2024
Banque Cantonale Vaudoise850$70 03/31/2024
     SHY850$70 03/31/2024
Plante Moran Financial Advisors LLC851$70 12/31/2023
     SHY851$70 12/31/2023
Guardian Wealth Advisors LLC NC858$70 12/31/2023
     SHY858$70 12/31/2023
Scarborough Advisors LLC777$64 12/31/2023
     SHY777$64 12/31/2023
Ritter Daniher Financial Advisory LLC DE773$63 12/31/2023
     SHY773$63 12/31/2023
Ambassador Advisors LLC733$60 12/31/2023
     SHY733$60 12/31/2023
Glassman Wealth Services717$59 12/31/2023
     SHY717$59 12/31/2023
Colonial Trust Co SC707$58 12/31/2023
     SHY707$58 12/31/2023
Financial Gravity Asset Management Inc.706$57 12/31/2023
     SHY706$57 12/31/2023
Vestor Capital LLC684$56 12/31/2023
     SHY684$56 12/31/2023
Salem Investment Counselors Inc.668$55 03/31/2024
     SHY668$55 03/31/2024
Cedar Mountain Advisors LLC673$55 03/31/2024
     SHY673$55 03/31/2024
Lindbrook Capital LLC663$54 12/31/2023
     SHY663$54 12/31/2023
Centerpoint Advisors LLC651$53 12/31/2023
     SHY651$53 12/31/2023
Farmers & Merchants Investments Inc.597$49 03/31/2024
     SHY597$49 03/31/2024
Indiana Trust & Investment Management CO599$49 03/31/2024
     SHY599$49 03/31/2024
Insight Financial Services600$49 03/31/2024
     SHY600$49 03/31/2024
Semmax Financial Advisors Inc.564$46 12/31/2023
     SHY564$46 12/31/2023
Atticus Wealth Management LLC549$45 03/31/2024
     SHY549$45 03/31/2024
Fortitude Family Office LLC522$43 03/31/2024
     SHY522$43 03/31/2024
Aspire Private Capital LLC507$41 03/31/2024
     SHY507$41 03/31/2024
Rocky Mountain Advisers LLC500$41 12/31/2023
     SHY500$41 12/31/2023
McIlrath & Eck LLC491$40 12/31/2023
     SHY491$40 12/31/2023
Mather Group LLC.475$39 03/31/2024
     SHY475$39 03/31/2024
WFA Asset Management Corp470$38 03/31/2024
     SHY470$38 03/31/2024
Sound Income Strategies LLC458$37 03/31/2024
     SHY458$37 03/31/2024
Colonial Trust Advisors450$37 12/31/2023
     SHY450$37 12/31/2023
Future Financial Wealth Managment LLC438$36 03/31/2024
     SHY438$36 03/31/2024
Criterion Capital Advisors LLC430$35 03/31/2024
     SHY430$35 03/31/2024
Bangor Savings Bank386$32 03/31/2024
     SHY386$32 03/31/2024
Cranbrook Wealth Management LLC383$31 03/31/2024
     SHY383$31 03/31/2024
Rain Capital Management LLC374$31 12/31/2023
     SHY374$31 12/31/2023
Running Point Capital Advisors LLC363$30 12/31/2023
     SHY363$30 12/31/2023
Cornerstone Planning Group LLC329$27 12/31/2023
     SHY329$27 12/31/2023
West Branch Capital LLC312$26 03/31/2024
     SHY312$26 03/31/2024
Impact Partnership Wealth LLC319$26 12/31/2023
     SHY319$26 12/31/2023
Oakworth Capital Inc.300$25 03/31/2024
     SHY300$25 03/31/2024
HAP Trading LLC $25 12/31/2023
     Call250,000$56 12/31/2023
     Put250,000$31 12/31/2023
Bray Capital Advisors295$24 12/31/2023
     SHY295$24 12/31/2023
ST Germain D J Co. Inc.264$22 03/31/2024
     SHY264$22 03/31/2024
TD Capital Management LLC270$22 12/31/2023
     SHY270$22 12/31/2023
GHP Investment Advisors Inc.255$21 12/31/2023
     SHY255$21 12/31/2023
Hallmark Capital Management Inc.247$20 12/31/2023
     SHY247$20 12/31/2023
Howe & Rusling Inc.226$19 12/31/2023
     SHY226$19 12/31/2023
Transcendent Capital Group LLC202$17 03/31/2024
     SHY202$17 03/31/2024
BOK Financial Private Wealth Inc.197$16 12/31/2023
     SHY197$16 12/31/2023
Tradition Wealth Management LLC195$16 12/31/2023
     SHY195$16 12/31/2023
Sanctuary Wealth Management L.L.C.185$15 12/31/2023
     SHY185$15 12/31/2023
Jackson Hole Capital Partners LLC186$15 12/31/2023
     SHY186$15 12/31/2023
Bogart Wealth LLC175$14 12/31/2023
     SHY175$14 12/31/2023
Matrix Trust Co176$14 12/31/2023
     SHY176$14 12/31/2023
Tower Research Capital LLC TRC 161$13 12/31/2023
     SHY161$13 12/31/2023
Oliver Lagore Vanvalin Investment Group163$13 12/31/2023
     SHY163$13 12/31/2023
Pinnacle Bank143$12 03/31/2024
     SHY143$12 03/31/2024
Pin Oak Investment Advisors Inc.135$11 12/31/2023
     SHY135$11 12/31/2023
Caitlin John LLC133$11 12/31/2023
     SHY133$11 12/31/2023
Main Street Group LTD112$9 12/31/2023
     SHY112$9 12/31/2023
Hazlett Burt & Watson Inc.93$8 12/31/2023
     SHY93$8 12/31/2023
Princeton Global Asset Management LLC95$8 12/31/2023
     SHY95$8 12/31/2023
Tucker Asset Management LLC95$8 12/31/2023
     SHY95$8 12/31/2023
New Republic Capital LLC100$8 12/31/2023
     SHY100$8 12/31/2023
Atlantic Edge Private Wealth Management LLC98$8 12/31/2023
     SHY98$8 12/31/2023
Toth Financial Advisory Corp80$7 03/31/2024
     SHY80$7 03/31/2024
Pflug Koory LLC91$7 03/31/2024
     SHY91$7 03/31/2024
Wolff Wiese Magana LLC92$7 03/31/2024
     SHY92$7 03/31/2024
GoalVest Advisory LLC86$7 03/31/2024
     SHY86$7 03/31/2024
Penserra Capital Management LLC90$7 12/31/2023
     SHY90$7 12/31/2023
Key Financial Inc90$7 12/31/2023
     SHY90$7 12/31/2023
Family Capital Trust Co68$6 03/31/2024
     SHY68$6 03/31/2024
Gradient Investments LLC68$6 03/31/2024
     SHY68$6 03/31/2024
Whittier Trust Co. of Nevada Inc.72$6 12/31/2023
     SHY72$6 12/31/2023
Carolinas Wealth Consulting LLC75$6 12/31/2023
     SHY75$6 12/31/2023
Sawyer & Company Inc65$5 03/31/2024
     SHY65$5 03/31/2024
Pacifica Partners Inc.65$5 03/31/2024
     SHY65$5 03/31/2024
Family Asset Management LLC63$5 12/31/2023
     SHY63$5 12/31/2023
Trivant Custom Portfolio Group LLC48$4 03/31/2024
     SHY48$4 03/31/2024
USA Financial Portformulas Corp47$4 12/31/2023
     SHY47$4 12/31/2023
Strategic Investment Solutions Inc. IL48$4 12/31/2023
     SHY48$4 12/31/2023
Tidemark LLC49$4 12/31/2023
     SHY49$4 12/31/2023
Private Ocean LLC31$3 03/31/2024
     SHY31$3 03/31/2024
Moisand Fitzgerald Tamayo LLC40$3 03/31/2024
     SHY40$3 03/31/2024
Morton Brown Family Wealth LLC34$3 03/31/2024
     SHY34$3 03/31/2024
Hollencrest Capital Management37$3 12/31/2023
     SHY37$3 12/31/2023
SRS Capital Advisors Inc.36$3 12/31/2023
     SHY36$3 12/31/2023
Financial Advisory Service Inc.31$3 12/31/2023
     SHY31$3 12/31/2023
Cape Investment Advisory Inc.40$3 12/31/2023
     SHY40$3 12/31/2023
Planning Capital Management Corp42$3 12/31/2023
     SHY42$3 12/31/2023
Integrity Financial Corp WA20$2 12/31/2023
     SHY20$2 12/31/2023
Townsend Asset Management Corp NC ADV11$1 12/31/2023
     SHY11$1 12/31/2023
Your Advocates Ltd. LLP12$1 12/31/2023
     SHY12$1 12/31/2023
Rockbridge Investment Management LCC17$1 12/31/2023
     SHY17$1 12/31/2023
Cutler Group LP $0 03/31/2024
     Call15,000$0 03/31/2024
Fortune Financial Advisors LLC0$0 03/31/2024
     SHY0$0 03/31/2024
Focused Wealth Management Inc5$0 12/31/2023
     SHY5$0 12/31/2023
Riggs Asset Managment Co. Inc.3$0 12/31/2023
     SHY3$0 12/31/2023
Richardson Financial Services Inc.5$0 12/31/2023
     SHY5$0 12/31/2023
Centiva Capital LP $-5,152 12/31/2023
     Put687,800$56,427 12/31/2023
     Call625,000$51,275 12/31/2023
Boothbay Fund Management LLC63,900$-5,242 12/31/2023
     Put63,900$5,242 12/31/2023

See Summary: Institutional Holders of SHY
See Details: Top 10 Hedge Funds Holding SHY
Also See: SHY Holdings Changes

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