| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | RhumbLine Advisers LP | 43,881 | 6,163 | 1,061,042.58 | 0.0009 | 0.0033 | 12/31/2025 |
| 2 | Boston Common Asset Management LLC | 9,516 | -2,925 | 230,096.88 | 0.0074 | 0.0007 | 12/31/2025 |
| 3 | GAMMA Investing LLC | 5,431 | 3,134 | 131,321.58 | 0.007 | 0.0004 | 12/31/2025 |
| 4 | American Century Investment Management, Inc. | 1,625 | 1,625 | 39,292.5 | 0 | 0.0001 | 02/27/2026 |
| 5 | Causeway Capital Management LLC | 991 | 991 | 23,962.38 | 0.0001 | 0.0001 | 02/27/2026 |
| 6 | Salomon & Ludwin LLC | 633 | 615 | 15,305.94 | 0.0014 | 0 | 12/31/2025 |
| 7 | NBC Securities, Inc. | 173 | -102 | 4,183.14 | 0.0003 | 0 | 12/31/2025 |
| 8 | Ancora Private Wealth Advisors LLC | 105 | 105 | 2,538.9 | 0.0001 | 0 | 12/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Avantis Total Equity Markets ETF | 1,625 | 1,625 | 39,292.5 | 0.006 | 0.0001 | 02/27/2026 |
| 2 | ActivePassive International Equity ETF | 991 | 991 | 23,962.38 | 0.0026 | 0.0001 | 02/27/2026 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | RhumbLine Advisers LP | 43,881 | 6,163 | 1,061,042.58 | 0.0009 | 0.0033 | 12/31/2025 |
| 2 | GAMMA Investing LLC | 5,431 | 3,134 | 131,321.58 | 0.007 | 0.0004 | 12/31/2025 |
| 3 | American Century Investment Management, Inc. | 1,625 | 1,625 | 39,292.5 | 0 | 0.0001 | 02/27/2026 |
| 4 | Causeway Capital Management LLC | 991 | 991 | 23,962.38 | 0.0001 | 0.0001 | 02/27/2026 |
| 5 | Salomon & Ludwin LLC | 633 | 615 | 15,305.94 | 0.0014 | 0 | 12/31/2025 |
| 6 | Ancora Private Wealth Advisors LLC | 105 | 105 | 2,538.9 | 0.0001 | 0 | 12/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Boston Common Asset Management LLC | 9,516 | -2,925 | 230,096.88 | 0.0074 | 0.0007 | 12/31/2025 |
| 2 | Brooklyn Investment Group LLC | 0 | -316 | 0 | 0 | 0 | |
| 3 | Wealth Preservation Advisors LLC | 0 | -113 | 0 | 0 | 0 | |
| 4 | NBC Securities, Inc. | 173 | -102 | 4,183.14 | 0.0003 | 0 | 12/31/2025 |
Data provided by FactSet Research Systems Inc.