DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
US ˙ ARCA ˙ US25434V5003

Grundläggande statistik
Institutionella ägare 782 total, 782 long only, 0 short only, 0 long/short - change of 1,69% MRQ
Genomsnittlig portföljallokering 1.0212 % - change of 1,53% MRQ
Institutionella aktier (lång) 129 228 089 (ex 13D/G) - change of 7,35MM shares 6,03% MRQ
Institutionellt värde (lång) $ 8 035 506 USD ($1000)
Institutionellt ägande och aktieägare

Dimensional ETF Trust - Dimensional U.S. Small Cap ETF (US:DFAS) har 782 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 129,228,089 aktier. Största aktieägare inkluderar Creative Planning, Northern Trust Corp, Bank Of America Corp /de/, Index Fund Advisors, Inc., Colony Group, LLC, Pure Financial Advisors, Inc., Envestnet Asset Management Inc, TCI Wealth Advisors, Inc., Midwest Trust Co, and Plancorp, LLC .

Dimensional ETF Trust - Dimensional U.S. Small Cap ETF (ARCA:DFAS) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

The share price as of September 16, 2025 is 68,43 / share. Previously, on September 16, 2024, the share price was 63,51 / share. This represents an increase of 7,75% over that period.

DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF Institutional Ownership
Fondsentimentets poäng

Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.

Uppdateringsfrekvens: Dagligen

Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.

Institutionell sälj/köp-kvot

Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.

Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.

DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF Historical Put/Call Ratio
13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Important Note

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-05-14 13F Joseph P. Lucia & Associates, LLC 0 −100,00 0
2025-07-11 13F Quantum Financial Advisors, LLC 20 700 0,00 1 319 6,63
2025-07-14 13F Shearwater Capital LLC 23 576 0,00 1 502 6,61
2025-08-14 13F Monograph Wealth Advisors, Llc 187 161 5,63 11 924 12,64
2025-07-09 13F Massmutual Trust Co Fsb/adv 1 183 712 2,16 75 414 8,93
2025-07-30 13F Cambridge Capital Management, Llc 11 002 701
2025-08-11 13F First American Trust, Fsb 9 950 634
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-08-11 13F Perennial Investment Advisors, LLC 3 384 −2,87 216 3,37
2025-04-10 13F TrueWealth Advisors, LLC 0 −100,00 0
2025-07-29 13F Private Wealth Management Group, LLC 605 0,00 39 5,56
2025-07-10 13F Websterrogers Financial Advisors, Llc 13 065 0,01 832 6,67
2025-07-17 13F Montis Financial, LLC 5 689 3,21 362 10,03
2025-07-17 13F Archford Capital Strategies, LLC 23 135 −12,01 1 474 −6,18
2025-07-25 13F Tranquility Partners, LLC 4 831 7,64 308 14,55
2025-07-22 13F Awm Capital, Llc 21 589 0,00 1 375 6,67
2025-08-14 13F Mpwm Advisory Solutions, Llc 6 643 0,08 423 6,82
2025-08-14 13F Great Valley Advisor Group, Inc. 18 345 −97,38 1 169 −97,21
2025-08-07 13F WESCAP Management Group, Inc. 26 031 −41,78 1 658 −37,93
2025-04-30 13F Greenleaf Trust 0 −100,00 0
2025-08-13 13F Renaissance Technologies Llc 20 400 −18,40 1 300 −12,99
2025-08-14 13F Qube Research & Technologies Ltd 147 9
2025-08-14 13F Sentinel Wealth Management, Inc. 222 993 14
2025-08-07 13F Summit Asset Management, LLC 4 303 0,00 274 6,61
2025-08-08 13F Foundations Investment Advisors, LLC 66 399 29,89 4 230 38,51
2025-08-11 13F Summit Wealth Partners, LLC 4 270 0,00 272 6,67
2025-07-21 13F Sageworth Trust Co 963 890 −1,42 61 409 5,11
2025-08-12 13F Fca Corp /tx 24 052 6,58 1 532 13,65
2025-07-29 13F Lutz Financial Services LLC 235 100 3,83 14 978 10,72
2025-08-14 13F Navigoe, LLC 101 706 −26,78 6 −25,00
2025-08-11 13F Western Wealth Management, LLC 8 093 1,09 516 7,74
2025-07-16 13F Signature Resources Capital Management, LLC 778 0,00 50 6,52
2025-07-16 13F Kendall Capital Management 0 −100,00 0
2025-07-15 13F Family Investment Center, Inc. 3 448 0,00 220 6,31
2025-08-13 13F Cresset Asset Management, LLC 26 186 −0,00 1 668 6,65
2025-08-11 13F HighTower Advisors, LLC 949 704 −2,29 60 506 4,18
2025-08-04 13F Atria Investments Llc 136 889 7,57 8 721 14,70
2025-08-08 13F CWS Financial Advisors, LLC 11 386 12,49 725 20,03
2025-08-13 13F M&t Bank Corp 4 543 0,00 289 6,64
2025-08-12 13F Jpmorgan Chase & Co 229 817 8,12 14 642 15,28
2025-08-14 13F Wetherby Asset Management Inc 22 444 25,36 1 430 22,66
2025-07-25 13F Sequoia Financial Advisors, LLC 458 511 −3,56 29 212 2,83
2025-08-11 13F Beta Wealth Group, Inc. 0 −100,00 0
2025-08-05 13F Tme Financial, Inc. 50 256 −10,09 3 202 −4,13
2025-07-11 13F Diversified Trust Co 6 457 0,00 411 6,75
2025-07-21 13F Monticello Wealth Management, Llc 133 296 −1,02 8 492 5,54
2025-07-23 13F Asset Planning Corporation 5 069 0,00 323 6,62
2025-07-22 13F Ellenbecker Investment Group 3 682 0,08 235 6,85
2025-08-14 13F Fwl Investment Management, Llc 0 −100,00 0
2025-09-12 13F/A Valeo Financial Advisors, LLC 14 956 −14,20 953 −8,55
2025-05-13 13F Watts Gwilliam & Co., LLC 3 711 0,08 222 −8,68
2025-08-21 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 42 236 17,88 2 691 25,70
2025-07-21 13F Creative Capital Management Investments LLC 343 0,00 22 5,00
2025-08-08 13F RAM Investment Partners, LLC 3 470 −36,85 221 −32,62
2025-08-11 13F Aptus Capital Advisors, LLC 2 801 −3,78 178 2,89
2025-07-30 13F Cornerstone Advisory, LLC 4 650 0,00 296 8,03
2025-08-12 13F Ade, Llc 13 792 259,35 879 283,41
2025-07-03 13F Lam Group, Inc. 108 064 −3,69 6 885 2,68
2025-04-28 13F Pinnacle Financial Partners Inc 9 474 1,57 566 −6,75
2025-07-30 13F Clune & Associates, Ltd. 234 180 7,88 14 920 15,04
2025-08-06 13F Golden State Wealth Management, LLC 731 0,27 47 6,98
2025-07-18 13F Pure Financial Advisors, Inc. 2 788 890 4,89 177 680 11,84
2025-08-12 13F Global Retirement Partners, LLC 3 511 797,95 224 792,00
2025-07-28 13F Pettinga Financial Advisors, LLC 44 431 6,47 2 831 13,52
2025-08-14 13F Raymond James Financial Inc 716 514 12,22 45 649 19,66
2025-07-08 13F Parallel Advisors, LLC 5 795 −12,61 369 −6,82
2025-07-29 13F Chicago Partners Investment Group LLC 621 980 2,57 41 393 15,46
2025-07-15 13F Kraft Asset Management, Llc 61 640 −2,46 3 927 4,03
2025-08-25 13F/A Promus Capital, LLC 355 23
2025-08-14 13F Clarity Asset Management, Inc. 230 0,44 15 7,69
2025-07-08 13F Apella Capital, LLC 73 937 21,85 4 804 38,88
2025-07-21 13F Fortis Capital Advisors, LLC 3 436 0,00 219 6,34
2025-08-14 13F Susquehanna International Group, Llp 55 314 −52,74 3 524 −49,61
2025-07-21 13F Kennebec Savings Bank 3 939 23,29 251 31,58
2025-07-17 13F Smith Chas P & Associates Pa Cpas 10 045 2,10 640 8,86
2025-07-23 13F Eagle Strategies LLC 16 350 −29,28 1 042 −24,62
2025-08-14 13F TCG Advisory Services, LLC 165 649 21,21 10 554 29,25
2025-07-28 13F Eq Wealth Advisors, Llc 66 0,00 4 33,33
2025-08-06 13F Atlantic Union Bankshares Corp 51 571 3 286
2025-07-28 13F Strategent Financial, LLC 47 356 13,06 3 017 20,58
2025-07-14 13F UMA Financial Services, Inc. 64 106 2,45 4 084 9,26
2025-08-14 13F Aqr Capital Management Llc 50 687 42,03 3 229 51,45
2025-08-13 13F Northern Trust Corp 7 849 400 −1,57 500 085 4,95
2025-07-24 13F Jfs Wealth Advisors, Llc 25 149 −13,17 1 602 −7,40
2025-08-05 13F Benningfield Financial Advisors, Llc 3 519 0,00 224 6,67
2025-08-14 13F Mml Investors Services, Llc 126 142 7,40 8 14,29
2025-07-29 13F Regions Financial Corp 3 514 0,00 224 6,70
2025-08-12 13F Wood Tarver Financial Group, LLC 125 375 −2,37 8 −99,91
2025-07-08 13F FF Advisors,LLC 3 171 202
2025-08-13 13F Colonial Trust Co / SC 8 157 0,00 520 6,57
2025-08-14 13F C M Bidwell & Associates Ltd 1 720 −29,97 110 −25,34
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 23 734 89,45 1 501 100,94
2025-07-14 13F Park Avenue Securities Llc 157 722 22,85 10 42,86
2025-07-23 13F Allegiance Financial Group Advisory Services LLC 7 733 −4,05 493 2,29
2025-07-29 13F Kondo Wealth Advisors, Inc. 67 898 0,86 4 393 9,22
2025-07-24 13F Cross Staff Investments Inc 6 500 0,00 414 6,70
2025-08-08 13F Pinney & Scofield, Inc. 272 196 2,14 17 342 8,91
2025-07-23 13F First Financial Group Corp 69 605 8,50 4 435 15,68
2025-07-30 13F Phillips Financial Management, Llc 404 277 7,90 25 757 15,05
2025-04-29 13F Hm Payson & Co 28 449 −11,07 1 700 −18,36
2025-07-18 13F Powers Advisory Group, LLC 22 698 15,61 1 446 23,27
2025-08-12 13F Bokf, Na 2 395 153
2025-08-11 13F M Wealth Management, LLC 37 635 −5,52 2 398 0,71
2025-08-14 13F Parvin Asset Management, LLC 1 100 0,00 70 7,69
2025-07-09 13F Sawyer & Company, Inc 2 445 0,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 343 428 −6,76 21 881 −0,60
2025-07-29 13F Goldstein Advisors, LLC 3 282 −5,20 209 1,46
2025-08-14 13F Two Sigma Securities, Llc 3 548 226
2025-07-18 13F PBMares Wealth Management LLC 235 285 −1,22 14 990 5,33
2025-07-25 13F G2 Capital Management, Llc / Oh 208 988 6,63 13 315 13,69
2025-07-15 13F Cranbrook Wealth Management, LLC 50 0,00 3 50,00
2025-07-18 13F BCO Wealth Management LLC 11 012 −12,50 702 −6,66
2025-07-25 13F Verdence Capital Advisors LLC 0 −100,00 0
2025-07-03 13F CPA Asset Management LLC 65 740 5,94 4 188 12,98
2025-08-12 13F Gladstone Institutional Advisory LLC 21 957 6,34 1 399 13,38
2025-07-25 13F Index Fund Advisors, Inc. 5 825 960 −0,43 371 172 6,17
2025-07-08 13F/A Salem Investment Counselors Inc 437 0,00 28 3,85
2025-07-16 13F Vestia Personal Wealth Advisors 89 735 19,23 5 717 27,16
2025-08-12 13F J.w. Cole Advisors, Inc. 23 996 1 529
2025-07-14 13F S.A. Mason LLC 7 569 0,50 482 7,35
2025-07-17 13F Stone Point Wealth LLC 6 737 0,00 429 6,72
2025-07-28 13F Wealthspan Partners, Llc 60 830 −1,49 3 875 5,04
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-07-14 13F Enzi Wealth 161 238 0,36 10 545 13,47
2025-07-28 13F Disciplined Equity Management, Inc. 337 442 19,62 21 498 27,55
2025-08-12 13F Pathstone Holdings, LLC 427 955 −17,05 27 265 −11,55
2025-08-14 13F Moneta Group Investment Advisors Llc 34 548 −1,99 2 201 4,51
2025-07-09 13F GEM Asset Management, LLC 118 296 3,69 7 687 12,25
2025-07-15 13F SJS Investment Consulting Inc. 10 516 −1,25 670 5,19
2025-07-21 13F Compass Planning Associates Inc 1 756 0,29 112 6,73
2025-08-12 13F Barnes Pettey Financial Advisors, Llc 5 664 361
2025-08-08 13F KM Capital Management Ltd. 10 134 −10,61 646 −4,73
2025-08-01 13F Alexander Labrunerie & Co., Inc. 0 −100,00 0
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 24 235 18,98 1 544 26,87
2025-07-18 13F RKL Wealth Management LLC 4 453 0,00 284 6,39
2025-07-29 13F Accretive Wealth Partners, LLC 6 343 −14,96 404 −7,97
2025-08-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 34 981 24,81 2 229 33,09
2025-08-14 13F Atomi Financial Group, Inc. 10 952 −43,56 698 −39,86
2025-07-14 13F Abacus Wealth Partners, LLC 9 592 0,00 611 6,63
2025-08-01 13F SYM FINANCIAL Corp 254 0,00 16 6,67
2025-08-13 13F Townsquare Capital Llc 4 078 −88,63 260 −87,91
2025-08-14 13F Seneschal Advisors, LLC 83 227 3,13 5 302 9,98
2025-08-14 13F Beaird Harris Wealth Management, LLC 579 714 1,62 36 934 8,36
2025-07-17 13F Sage Rhino Capital Llc 5 769 0,00 368 6,69
2025-07-17 13F HB Wealth Management, LLC 5 344 0,00 340 6,58
2025-08-12 13F Weaver Consulting Group 8 965 0,00 571 6,73
2025-08-04 13F Hantz Financial Services, Inc. 728 0
2025-08-12 13F TCP Asset Management, LLC 45 811 4,10 2 919 10,99
2025-07-25 13F Cwm, Llc 182 217 11,30 12 22,22
2025-08-06 13F Legacy Wealth Managment, LLC/ID 147 0,00 9 12,50
2025-08-07 13F Timonier Family Office, LTD. 274 361 7,16 17 480 14,26
2025-07-15 13F Fifth Third Bancorp 1 775 0,00 113 6,60
2025-08-05 13F Dunhill Financial, LLC 313 20
2025-07-22 13F USAdvisors Wealth Management, LLC 19 732 2,01 1 0,00
2025-07-21 13F Sageworth Trust Co of South Dakota 72 726 3,45 4 633 10,31
2025-08-12 13F Coston, McIsaac & Partners 2 563 0,04 0
2025-08-18 13F Hollencrest Capital Management 2 852 0,00 182 6,47
2025-05-12 13F Simplex Trading, Llc 0 −100,00 0
2025-07-30 13F EnRich Financial Partners LLC 246 718 −0,75 15 718 5,83
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 261 819 18,29 17 23,08
2025-05-28 NP CGHIX - Timber Point Global Allocations Fund Institutional Class Shares 5 000 0,00 299 −8,31
2025-08-13 13F Brown Advisory Inc 911 621 −1,76 58 079 4,75
2025-07-15 13F Bfsg, Llc 1 796 0,00 114 6,54
2025-07-31 13F Glass Jacobson Investment Advisors llc 50 849 0,99 3 240 −1,13
2025-08-13 13F ESG Planning 72 939 0,05 4 647 6,68
2025-08-14 13F Pine Harbor Wealth Management, LLC 0 −100,00 0
2025-07-24 13F IFP Advisors, Inc 2 034 −33,83 130 −29,51
2025-07-16 13F Perigon Wealth Management, LLC 8 652 1,82 551 8,68
2025-07-16 13F Plancorp, LLC 1 366 196 −2,42 87 040 4,05
2025-07-29 13F Tradewinds Capital Management, LLC 440 0,00 28 7,69
2025-07-23 13F Valmark Advisers, Inc. 19 399 4,12 1 236 10,96
2025-07-16 13F Kooman & Associates 90 651 2,59 5 775 9,40
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 −100,00 0
2025-08-06 13F Savant Capital, LLC 1 316 046 −2,87 83 845 3,57
2025-07-21 13F Quent Capital, LLC 0 −100,00 0
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 267 362 3,23 17 034 10,07
2025-08-13 13F Lido Advisors, LLC 10 483 16,71 668 24,44
2025-07-30 13F Exencial Wealth Advisors, Llc 20 505 17,53 1 306 25,34
2025-07-31 13F CVA Family Office, LLC 3 792 −60,93 242 −58,38
2025-07-18 13F Forza Wealth Management, LLC 67 300 9,33 4 288 16,56
2025-05-01 13F Isthmus Partners, Llc 0 −100,00 0
2025-07-21 13F Verus Financial Partners, Inc. 14 020 0,27 921 18,38
2025-08-14 13F Safeguard Investment Advisory Group, LLC 5 015 −22,01 320 −16,93
2025-08-18 13F Geneos Wealth Management Inc. 1 416 −50,39 90 −47,06
2025-07-23 13F Steel Peak Wealth Management LLC 4 631 0,00 295 6,88
2025-07-15 13F Retirement Guys Formula Llc 24 155 −1,24 1 539 5,27
2025-08-01 13F Advisory Alpha, LLC 232 178 12,21 14 792 19,66
2025-08-08 13F Advyzon Investment Management, LLC 3 878 247
2025-05-01 13F Northwest Capital Management Inc 0 −100,00 0 −100,00
2025-07-24 13F FinDec Wealth Services, Inc. 3 599 −48,96 229 −45,61
2025-07-08 13F Webster Bank, N. A. 112 987 25,28 7 198 33,59
2025-07-25 13F M.e. Allison & Co., Inc. 5 670 0,00 361 6,80
2025-07-28 NP SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares 54 433 0,00 3 336 −3,92
2025-07-24 13F Edge Financial Advisors LLC 5 603 359
2025-08-05 13F American Capital Advisory, LLC 350 0,00 22 10,00
2025-07-28 13F IFG Advisors, LLC 12 252 1,45 781 8,18
2025-08-14 13F Glenview Trust Co 0 −100,00 0
2025-08-12 13F Hill Investment Group Partners, LLC 4 269 0,00 272 6,27
2025-07-14 13F Sowell Financial Services LLC 8 713 −10,18 555 −4,15
2025-07-09 13F StrongBox Wealth, LLC 36 988 2,89 2 357 9,73
2025-07-31 13F Planning Center, Inc. 334 148 7,11 21 289 14,21
2025-07-17 13F First County Bank /CT/ 13 739 12,87 875 20,36
2025-07-29 13F Disciplined Investments, LLC 4 978 0,00 317 6,73
2025-08-08 13F Smithfield Trust Co 5 805 20,94 0
2025-05-15 13F Nova Wealth Management, Inc. 18 0,00 1 0,00
2025-07-21 13F Keb Asset Management, Llc 118 727 −2,14 7 564 4,36
2025-07-09 13F Reyes Financial Architecture, Inc. 559 36
2025-08-08 13F Altiora Financial Group, LLC 75 308 −1,56 4 798 4,97
2025-08-11 13F Wealthspire Advisors, LLC 44 635 −8,43 2 844 −2,37
2025-08-08 13F First Western Trust Bank 59 032 −1,13 3 761 5,41
2025-08-19 13F Advisory Services Network, LLC 34 871 24,24 2 252 34,23
2025-07-24 13F Accredited Investor Services, Llc 5 555 0,00 354 6,65
2025-08-01 13F Oarsman Capital, Inc. 32 087 −60,53 2 044 −57,91
2025-08-18 13F/A Kestra Investment Management, LLC 29 150 86,62 1 857 99,04
2025-07-16 13F MBE Wealth Management, LLC 6 206 1,80 395 8,52
2025-05-12 13F Sandy Spring Bank 50 955 1,85 3 045 −6,48
2025-07-11 13F Andrews, Lucia Wealth Management Llc 90 987 −1,07 5 797 −3,16
2025-08-15 13F Provenance Wealth Advisors, LLC 2 131 0,00 136 6,30
2025-05-14 13F Studio Investment Management Llc 0 −100,00 0
2025-07-22 13F Confluence Wealth Services, Inc. 884 785 4,32 56 370 17,45
2025-07-31 13F City State Bank 315 46,51 20 66,67
2025-07-11 13F Pioneer Wealth Management Group 128 262 6,77 8 172 13,85
2025-08-11 13F VSM Wealth Advisory, LLC 20 449 −2,12 1 303 4,33
2025-07-28 13F Private Wealth Asset Management, LLC 0 −100,00 0
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 9 234 −0,09 588 6,52
2025-07-11 13F Pinnacle Bancorp, Inc. 19 006 −0,64 1 211 5,95
2025-07-14 13F Maryland Capital Advisors Inc. 41 338 25,88 2 634 34,20
2025-07-08 13F Heartwood Wealth Advisors LLC 5 302 0,00 338 6,65
2025-07-22 13F Gemmer Asset Management LLC 116 928 −4,64 7 449 1,68
2025-07-23 13F Pillar Financial Advisors, LLC 279 161 3,76 17 785 10,64
2025-08-01 13F Milestone Asset Management Group, LLC 4 968 0,12 317 6,76
2025-04-23 13F Alpine Bank Wealth Management 0 −100,00 0
2025-08-15 13F Prevail Innovative Wealth Advisors, Llc 28 682 17,61 1 827 25,39
2025-07-17 13F CWA Asset Management Group, LLC 10 683 −28,32 681 −23,60
2025-08-13 13F Truvestments Capital Llc 181 0,00 12 10,00
2025-08-07 13F Cascade Financial Partners, LLC 56 656 −4,34 3 610 2,01
2025-08-13 13F MBM Wealth Consultants, LLC 6 065 −6,81 386 −0,52
2025-08-04 13F Bordeaux Wealth Advisors LLC 74 609 0,03 4 753 6,67
2025-07-29 13F Two West Capital Advisors LLC 4 427 0,09 292 19,67
2025-08-12 13F Jacobi Capital Management LLC 38 570 58,89 2 457 69,45
2025-07-07 13F Rf&l Wealth Management, Llc 91 725 −4,85 5 844 1,44
2025-08-12 13F Howe & Rusling Inc 353 0,00 22 4,76
2025-08-05 13F Bridgewater Advisors Inc. 166 002 3,50 10 891 16,61
2025-07-08 13F Baker Ellis Asset Management LLC 0 −100,00 0
2025-07-28 13F Dixon Fnancial Services, Inc. 573 738 −0,18 36 553 6,43
2025-07-21 13F Mendota Financial Group, LLC 144 235 4,58 9 189 11,52
2025-07-30 NP ENDW - Cambria Endowment Style ETF 2 417 148
2025-08-12 13F LPL Financial LLC 906 249 −11,50 57 737 −5,64
2025-07-22 13F Belpointe Asset Management LLC 3 436 0,00 219 6,34
2025-08-12 13F Running Point Capital Advisors, LLC 632 0,00 40 8,11
2025-07-25 13F Johnson Investment Counsel Inc 19 085 0,00 1 216 6,58
2025-07-24 13F Us Bancorp \de\ 14 157 0,50 902 7,13
2025-07-07 13F Bangor Savings Bank 40 −87,50 3 −89,47
2025-07-15 13F Well Done, LLC 64 177 −1,95 4 089 −4,02
2025-08-12 13F Tableaux Llc 9 336 241
2025-07-30 13F D.a. Davidson & Co. 34 167 −20,90 2 177 −15,66
2025-07-24 13F Cyndeo Wealth Partners, LLC 5 229 2,13 333 9,18
2025-08-12 13F Bedel Financial Consulting, Inc. 17 456 0,51 1 112 8,70
2025-08-14 13F Summit Trail Advisors, Llc 15 589 3,34 993 10,21
2025-07-17 13F Oakworth Capital, Inc. 3 071 0,00 196 6,56
2025-07-23 13F Watershed Private Wealth Llc 9 083 −2,07 579 4,33
2025-07-01 13F First National Bank Sioux Falls 129 368 −1,09 8 242 5,48
2025-07-11 13F Meriwether Wealth & Planning, LLC 76 882 −29,84 4 898 −25,19
2025-07-16 13F Meridian Investment Counsel Inc. 8 799 0,00 561 6,67
2025-07-16 13F TCI Wealth Advisors, Inc. 2 373 334 −3,63 151 205 2,76
2025-07-07 13F First Community Trust Na 750 −49,97 48 −47,19
2025-07-23 13F Sax Wealth Advisors, Llc 567 923 2,75 36 182 9,56
2025-08-05 13F Sigma Planning Corp 5 838 −37,02 372 −32,91
2025-04-10 13F Retirement Planning Group 0 −100,00 0
2025-07-29 13F Stratos Wealth Partners, LTD. 22 692 2,30 1 446 9,06
2025-07-29 13F Stratos Wealth Advisors, LLC 24 277 −28,00 1 547 −23,24
2025-08-13 13F Ark & Tlk Investments, Llc 16 016 41,52 1 020 50,89
2025-08-18 13F Pacific Center for Financial Services 736 0,00 47 6,98
2025-07-03 13F Trinity Financial Advisors LLC 171 189 2,45 10 906 15,12
2025-08-14 13F Kovitz Investment Group Partners, LLC 19 175 0,10 1 222 6,73
2025-07-15 13F Axis Wealth Partners, LLC 17 275 7,85 1 101 14,94
2025-08-14 13F DecisionPoint Financial, LLC 373 022 7,28 24 135 16,17
2025-07-21 13F 25 Llc 11 093 −0,01 707 6,65
2025-08-01 13F PCA Investment Advisory Services Inc. 239 819 18,57 15 279 26,42
2025-08-08 13F Kingsview Wealth Management, LLC 22 672 −26,45 1 444 −21,56
2025-08-13 13F Smith, Moore & Co. 13 894 −6,74 885 −0,56
2025-04-08 13F HFG Wealth Management, LLC 0 −100,00 0
2025-07-23 13F Colony Family Offices, LLC 44 527 129,06 2 837 144,27
2025-08-06 13F Legacy Investment Solutions, LLC 147 −11,45 9 −18,18
2025-08-06 13F Commonwealth Equity Services, Llc 668 910 −2,31 43 5,00
2025-08-13 13F JT Stratford LLC 13 655 26,15 870 34,52
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 0 −100,00 0
2025-07-23 13F Next Level Wealth Planning, LLC 3 469 221
2025-08-14 13F Mariner, LLC 507 172 15,81 32 312 23,48
2025-07-29 13F Graver Capital Management, LLC 10 426 0,00 664 6,75
2025-07-25 13F PrairieView Partners, LLC 7 812 0,00 0
2025-07-29 13F TFC Financial Management 1 842 0,00 117 6,36
2025-08-04 13F Assetmark, Inc 2 489 17,02 159 24,41
2025-08-07 13F Hughes Financial Services, LLC 425 −15,84 27 −10,00
2025-07-09 13F Aurelius Family Office LLC 43 691 1,12 2 784 7,83
2025-07-22 13F Wealthcare Capital Management Llc 0 −100,00 0
2025-08-12 13F Armor Investment Advisors, LLC 230 280 −0,39 14 671 6,21
2025-08-13 13F Summit Wealth Group Llc / Co 26 247 1 672
2025-08-08 13F Avantax Advisory Services, Inc. 215 903 8,79 13 755 16,01
2025-07-25 13F McNamara Financial Services, Inc. 0 −100,00 0
2025-08-05 13F Huntington National Bank 174 253,06
2025-07-28 13F BRYN MAWR TRUST Co 2 100 0,00 134 6,40
2025-08-13 13F Transce3nd, LLC 1 192 0,00 77 18,75
2025-05-12 13F Cahill Wealth Management, LLC 43 817 104,62 2 618 87,94
2025-08-05 13F Atlas Wealth LLC 5 312 −9,32 344 −2,00
2025-08-13 13F Mayfair Advisory Group, LLC 31 784 64,81 2 049 77,86
2025-08-14 13F Acorn Wealth Advisors, LLC 5 800 −26,82 370 −21,99
2025-08-11 13F Avantax Planning Partners, Inc. 5 104 0,00 325 6,91
2025-08-11 13F Principal Securities, Inc. 1 029 167,27 66 160,00
2025-07-03 13F McLean Asset Management Corp 288 869 −0,20 18 883 24,72
2025-08-11 13F Lowe Brockenbrough & Co Inc 1 250 80
2025-07-30 13F Princeton Global Asset Management LLC 1 070 0,00 68 7,94
2025-08-04 13F Savvy Advisors, Inc. 36 028 103,18 2 295 116,71
2025-08-14 13F BancorpSouth Bank 5 210 0,00 332 6,43
2025-08-04 13F Capital Performance Advisors Llp 154 661 4,88 9 853 11,83
2025-08-14 13F Citadel Advisors Llc 13 116 −30,33 836 −25,71
2025-08-05 13F Mission Wealth Management, Lp 265 654 13,64 16 925 21,17
2025-08-13 13F Measured Wealth Private Client Group, LLC 9 510 −3,01 606 3,42
2025-07-29 13F Angeles Wealth Management, Llc 96 0,00 6 20,00
2025-08-07 13F Efficient Advisors, LLC 102 289 12,95 6 517 20,44
2025-07-30 13F Bcm Advisors, Llc 45 023 6,91 2 954 17,60
2025-08-06 13F Rialto Wealth Management, LLC 684 0,00 44 7,50
2025-08-13 13F Baker Avenue Asset Management, LP 4 992 0,00 318 6,71
2025-07-22 13F Merit Financial Group, LLC 134 426 1 041,82 8 564 1 118,21
2025-08-15 13F Urban Financial Advisory Corp 839 0,00 53 6,00
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 123 129 7,05 7 845 14,14
2025-07-21 13F West Financial Advisors, LLC 212 084 −8,92 13 512 −2,88
2025-07-28 NP SPUSX - Symmetry Panoramic US Equity Fund Class I Shares 184 192 19,46 11 287 14,80
2025-08-11 13F Private Advisor Group, LLC 102 972 3,87 6 560 10,75
2025-04-10 13F Thurston, Springer, Miller, Herd & Titak, Inc. 0 −100,00 0
2025-08-05 13F AG Asset Advisory, LLC 31 195 3,96 1 987 10,82
2025-08-07 13F Resources Investment Advisors, LLC. 196 149 −0,03 12 497 6,59
2025-04-28 13F Redmont Wealth Advisors Llc 762 46
2025-07-22 13F Sutton Place Investors Llc 31 666 −0,86 2 017 5,71
2025-08-11 13F Frank, Rimerman Advisors LLC 4 583 0,02 292 6,59
2025-07-16 13F Spinnaker Investment Group, LLC 170 011 −7,18 10 831 −1,03
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-08-01 13F Bessemer Group Inc 128 −94,15 0
2025-08-05 13F Avant Financial Advisors LLC 4 704 0,00 300 6,41
2025-08-12 13F Hanover Advisors Inc 5 211 −7,39 332 −1,49
2025-07-28 13F Revolve Wealth Partners, LLC 3 556 0,00 227 6,60
2025-07-31 13F Buckingham Strategic Partners 783 227 −0,83 49 895 5,73
2025-07-22 13F Penobscot Investment Management Company, Inc. 3 440 0,00 219 6,83
2025-07-23 13F Hardy Reed LLC 115 909 7,34 7 385 14,45
2025-07-11 13F Colorado Capital Management, Inc. 143 403 −2,94 9 12,50
2025-07-17 13F Gleason Group, Inc. 374 0,27 24 4,55
2025-08-12 13F Argent Trust Co 4 984 −2,75 318 3,59
2025-07-22 13F Simplicity Wealth,LLC 20 702 104,46 1 319 118,21
2025-08-14 13F CoreCap Advisors, LLC 778 685,86 50 880,00
2025-07-30 13F Jackson Thornton Asset Management, Llc 313 707 1,70 20 523 19,52
2025-08-07 13F Prospect Financial Group LLC 20 410 24,03 1 300 32,25
2025-08-06 13F First Horizon Advisors, Inc. 428 0,00 27 8,00
2025-08-04 13F IFG Advisory, LLC 17 530 26,35 1 117 34,78
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 15 743 −35,34 1 003 −31,09
2025-07-23 13F Litman Gregory Asset Management LLC 6 770 0,00 431 6,68
2025-08-07 13F Tillman Hartley LLC 324 881 −9,93 20 698 −3,96
2025-07-07 13F Versant Capital Management, Inc 5 704 0,00 363 6,76
2025-08-11 13F Cascade Wealth Advisors, Inc 82 582 −6,40 5 325 8,39
2025-08-14 13F Sei Investments Co 25 049 1 596
2025-07-07 13F Global Wealth Strategies & Associates 247 0,00 16 7,14
2025-07-23 13F Seamount Financial Group Inc 8 223 524
2025-08-08 13F Citizens Financial Group Inc/ri 10 762 0,27 686 6,86
2025-07-15 13F Kwmg, Llc 459 207 2,87 29 256 9,68
2025-07-24 13F PDS Planning, Inc 3 539 0,28 225 7,14
2025-08-12 13F South Plains Financial, Inc. 18 727 0,00 1 193 6,62
2025-08-12 13F Legacy Financial Group, Inc. 42 456 −1,45 2 705 5,05
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-08-13 13F Pinkerton Retirement Specialists, LLC 94 447 14,04 6 017 21,60
2025-07-30 13F/A Divergent Planning, LLC 341 545 −27,57 22 098 −23,03
2025-08-08 13F Hartland & Co., LLC 35 747 −0,61 2 277 5,96
2025-07-17 13F Willow Creek Wealth Management Inc. 35 728 −0,36 2 276 6,26
2025-07-29 13F Wealthstream Advisors, Inc. 38 904 −0,93 2 479 5,63
2025-07-10 13F Arbor Wealth Advisors LLC 4 765 0,00 304 6,69
2025-07-25 13F Concurrent Investment Advisors, LLC 31 416 91,78 2 001 104,60
2025-08-05 13F Allodium Investment Consultants, LLC 238 840 15,09 15 216 22,72
2025-07-18 13F BSW Wealth Partners 3 282 209
2025-08-11 13F NewEdge Wealth, LLC 0 −100,00 0
2025-07-30 13F Forum Financial Management, LP 146 038 −0,51 9 304 6,09
2025-07-09 13F Dynamic Advisor Solutions LLC 256 649 1,10 16 351 7,80
2025-08-04 13F Waterfront Wealth Inc. 89 290 35,63 5 689 44,62
2025-07-22 13F Beacon Financial Advisory LLC 6 803 −22,38 433 −17,21
2025-08-11 13F Novak & Powell Financial Services, Inc. 0 −100,00 0
2025-08-12 13F Foster Dykema Cabot & Partners, Llc 918 0,00 58 7,41
2025-08-13 13F Rsm Us Wealth Management Llc 377 509 −9,31 24 051 −3,30
2025-08-15 13F Morgan Stanley 271 939 0,72 17 325 7,40
2025-08-01 13F Signature Wealth Management Group 4 952 −12,99 315 −7,35
2025-07-31 13F New Hampshire Trust 328 629 3,99 20 937 10,88
2025-08-12 13F BWM Planning, LLC 64 000 −55,20 4 077 −52,24
2025-07-29 13F Sincerus Advisory, LLC 8 338 2,45 550 13,17
2025-07-24 13F Vantage Point Financial LLC 46 263 4,46 2 947 11,38
2025-07-25 13F Parker Financial LLC 88 802 10,98 5 658 18,32
2025-07-16 13F BOS Asset Management, LLC 4 017 256
2025-08-01 13F Gwn Securities Inc. 6 674 24,91 426 33,23
2025-08-14 13F Kmt Wealth Management, Llc 90 461 0,00 5 763 6,62
2025-07-10 13F Pacific Asset Management, LLC 35 557 −3,49 2 265 2,91
2025-07-16 13F Newton One Investments LLC 2 310 0,13 147 7,30
2025-07-16 13F Five Oceans Advisors 30 072 7,51 1 916 14,60
2025-08-11 13F Teachers Insurance & Annuity Association Of America 21 127 0,00 1 346 6,66
2025-07-31 13F Stegent Equity Advisors, Inc. 6 779 0,00 432 6,42
2025-08-07 13F Tfo-tdc, Llc 119 582 −3,32 7 619 3,09
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-04 13F Keybank National Association/oh 8 943 0,00 570 6,55
2025-08-14 13F First Manhattan Co 3 469 0,00 221 6,76
2025-08-14 13F UBS Group AG 817 789 13,16 52 101 20,67
2025-08-14 13F Acas, Llc 51 145 8,65 3 457 25,99
2025-08-12 13F Integrated Advisors Network LLC 28 186 8,47 1 796 15,66
2025-07-15 13F BKA Wealth Consulting, Inc. 6 508 −8,38 415 −2,36
2025-08-19 13F Asset Dedication, LLC 15 725 −1,69 1 002 4,82
2025-07-25 13F Concord Asset Management, LLC/VA 31 550 2 010
2025-07-18 13F Financial Consulate, Inc 397 666 12,13 25 335 19,56
2025-08-12 13F O'shaughnessy Asset Management, Llc 5 861 30,80 373 39,70
2025-07-18 13F Bridge Generations Wealth Management Llc 1 015 0,00 65 6,67
2025-07-07 13F Peterson Wealth Advisors, LLC 4 197 −0,36 267 18,67
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 317 697 6,11 20 240 13,14
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 954 004 7,35 60 780 14,46
2025-08-13 13F Gateway Wealth Partners, LLC 6 580 −19,06 419 −13,61
2025-07-23 13F Prime Capital Investment Advisors, LLC 3 945 −17,57 251 −11,93
2025-04-17 13F Qrg Capital Management, Inc. 0 −100,00 0
2025-08-14 13F EP Wealth Advisors, Inc. 346 275 1,46 22 061 8,18
2025-07-18 13F Tanager Wealth Management LLP 388 887 −2,74 24 776 3,70
2025-07-18 13F First United Bank Trust/ 585 −6,40 37 0,00
2025-07-31 13F Mason & Associates Inc 45 692 2,34 2 911 9,15
2025-07-21 13F Catalina Capital Group, LLC 0 −100,00 0
2025-08-12 13F Goepper Burkhardt LLC 10 564 1,30 673 8,03
2025-08-12 13F Franklin Resources Inc 3 017 0,23 192 7,26
2025-07-17 13F Dopkins Wealth Management, Llc 44 057 −3,34 2 807 3,05
2025-08-13 13F StoneX Group Inc. 0 −100,00 0 −100,00
2025-08-13 13F Fisher Asset Management, LLC 0 −100,00 0
2025-07-31 13F Brighton Jones Llc 6 538 −1,04 417 5,58
2025-04-23 13F Investment Planning Advisors, Inc. 0 −100,00 0
2025-08-08 13F Your Advocates Ltd., LLP 320 429 6,59 20 415 13,66
2025-08-01 13F Zhang Financial LLC 88 754 −3,34 5 655 3,06
2025-08-06 13F Wsfs Capital Management, Llc 6 393 0,84 407 7,67
2025-07-15 13F Bannerman Wealth Management Group, Llc 171 936 1,97 10 954 8,72
2025-07-22 13F DBK Financial Counsel, LLC 57 214 2,70 3 645 9,53
2025-08-07 13F Montag A & Associates Inc 0 −100,00 0
2025-08-01 13F Heritage Wealth Management, Inc./Texas 408 772 17,00 26 035 24,72
2025-08-12 13F Private Management Group Inc 3 447 −2,96 220 3,30
2025-07-07 13F Discipline Wealth Solutions, LLC 70 606 13,51 4 498 21,04
2025-07-23 13F Quarry Hill Advisors, Llc 5 720 0,00 364 6,74
2025-08-12 13F CIBC Private Wealth Group, LLC 2 409 −23,21 153 −6,71
2025-07-11 13F Wealth Management Partners, LLC 35 438 2 303
2025-08-05 13F Bank of New York Mellon Corp 55 980 −0,60 3 566 5,97
2025-08-12 13F Financial Advocates Investment Management 5 452 347
2025-05-02 13F BluePointe Capital Management, LLC 4 026 2,08 241 −6,25
2025-07-30 13F Whittier Trust Co Of Nevada Inc 11 156 0,00 711 6,61
2025-07-09 13F Hiley Hunt Wealth Management 66 210 6,33 4 302 15,12
2025-08-13 13F Cerity Partners LLC 549 865 15,60 35 032 23,26
2025-07-29 13F Semitam Bonam Llc 13 323 849
2025-08-14 13F Ancora Advisors, LLC 5 813 0,00 370 6,63
2025-07-24 13F Robertson Stephens Wealth Management, LLC 8 093 4,56 516 11,47
2025-07-11 13F/A Umb Bank N A/mo 3 819 0,00 243 6,58
2025-07-23 13F Joel Isaacson & Co., LLC 5 554 −29,83 354 −25,21
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 72 024 11,17 4 589 18,55
2025-07-09 13F Market Street Wealth Management Advisors Llc 350 640 −0,17 22 339 6,44
2025-08-13 13F Meridian Wealth Partners, LLC 47 885 9,11 3 051 16,32
2025-07-30 13F Rehmann Capital Advisory Group 34 348 −0,42 2 188 6,21
2025-08-11 13F Citigroup Inc 62 933,33 4
2025-07-31 13F 180 Wealth Advisors, Llc 46 021 45,61 2 932 55,30
2025-08-08 13F Francis Financial, Inc. 5 012 0,00 319 6,69
2025-08-14 13F/A Rockefeller Capital Management L.P. 92 390 175,12 5 886 193,42
2025-08-14 13F Clg Llc 56 246 −8,82 3 583 −2,77
2025-04-17 13F Vista Wealth Management Group, LLC 788 381 4,98 47 106 −3,62
2025-07-22 13F Wealthcare Advisory Partners LLC 24 385 −34,72 1 554 −30,39
2025-08-06 13F AE Wealth Management LLC 2 595 42,27 165 52,78
2025-07-29 13F Aspiriant, Llc 112 693 −0,26 7 180 6,34
2025-08-11 13F Conquis Financial Llc 438 −84,51 28 −83,93
2025-07-18 13F Truist Financial Corp 475 846 −8,79 30 316 −2,74
2025-07-17 13F Porter White Investment Advisors, Inc. 11 095 0,01 707 6,65
2025-08-15 13F North Ridge Wealth Advisors, Inc. 1 688 0,00 108 7,00
2025-07-25 13F LRI Investments, LLC 227 424 1,40 14 489 8,13
2025-08-07 13F Evoke Wealth, Llc 8 952 0,00 570 6,74
2025-08-14 13F First Foundation Advisors 3 444 0,00 219 6,83
2025-07-29 13F Signature Estate & Investment Advisors Llc 35 368 199,75 2 253 220,03
2025-08-11 13F Pineridge Advisors LLC 164 0,61 10 11,11
2025-07-03 13F Collective Family Office Llc 97 661 155,63 6 222 172,61
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 9 259 9,42 590 16,63
2025-07-10 13F Hurlow Wealth Management Group, Inc. 335 322 10,20 21 363 17,50
2025-04-15 13F Michael A. Dubis Financial Planning, LLC 16 038 0,00 958 95 700,00
2025-07-22 13F Verus Wealth Management, Llc 23 686 55,05 1 509 65,46
2025-08-05 13F Cherry Tree Wealth Management, LLC 23 688 −7,01 1 509 −0,85
2025-07-11 13F Rockwood Wealth Management, LLC 22 331 139,32 1 423 155,30
2025-07-16 13F Builder Investment Group Inc /adv 301 708 1,88 19 222 8,62
2025-08-19 13F National Asset Management, Inc. 11 540 32,46 735 29,86
2025-04-14 13F Greenspring Advisors, LLC 11 179 0,00 668 −8,25
2025-07-15 13F Mather Group, Llc. 45 308 3,60 2 887 10,45
2025-08-13 13F Northwestern Mutual Wealth Management Co 576 109 28,36 36 704 36,87
2025-07-25 13F Hemington Wealth Management 29 511 0,00 2 0,00
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 48 948 −15,95 3 118 −10,41
2025-08-14 13F Modern Wealth Management, LLC 45 845 8,24 2 921 15,42
2025-08-11 13F Mosaic Family Wealth Partners, Llc 6 221 −50,51 396 −47,27
2025-08-12 13F Accredited Wealth Management, LLC 22 130 1,14 1 410 7,80
2025-07-23 13F Capital Management Associates, Inc 7 954 −50,00 507 −46,74
2025-08-05 13F Dravo Bay Llc 123 152 2,18 8 057 11,89
2025-08-07 13F CENTRAL TRUST Co 1 375 0,00 88 6,10
2025-07-16 13F Embree Financial Group 44 696 11,08 2 848 18,43
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 17 252 26,10 1 099 34,68
2025-08-14 13F RMB Capital Management, LLC 22 524 5,48 1 435 12,55
2025-08-06 13F Modera Wealth Management, LLC 547 045 −3,27 34 852 3,14
2025-07-09 13F Christopher J. Hasenberg, Inc 3 708 236
2025-07-16 13F Pacific Sage Partners, LLC 133 095 14,30 8 479 21,88
2025-08-14 13F Financial Engines Advisors L.L.C. 121 398 −2,05 7 734 4,44
2025-07-02 13F Helen Stephens Group, LLC 46 608 62,66 2 969 73,42
2025-07-22 13F Warwick Investment Management, Inc. 18 443 0,22 1 175 6,92
2025-07-09 13F Westmount Partners, LLC 26 198 −3,52 1 669 2,90
2025-07-16 13F Signaturefd, Llc 4 520 0,00 288 6,30
2025-07-22 13F Berger Financial Group, Inc 31 839 24,65 2 028 32,90
2025-07-24 13F Drucker Wealth 3.0, LLC 42 567 173,13 2 798 200,43
2025-07-16 13F Squire Investment Management Company, LLC 22 794 −3,41 1 452 2,98
2025-07-30 13F Bayshore Asset Management, Llc 75 196 −0,97 4 791 5,60
2025-07-16 13F/A CX Institutional 19 273 −78,56 1 −80,00
2025-08-11 13F United Capital Financial Advisers, Llc 35 139 0,84 2 239 7,54
2025-08-12 13F Archer Investment Corp 15 0,00 1
2025-08-07 13F Sollinda Capital Management LLC 10 514 31,23 670 39,96
2025-08-12 13F Forum Private Client Group LLC 274 017 6,07 17 458 13,10
2025-08-27 13F/A Brinker Capital Investments, LLC 13 378 26,78 852 35,24
2025-08-15 13F Kestra Advisory Services, LLC 118 798 6,68 7 569 13,75
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0
2025-07-22 13F DAVENPORT & Co LLC 487 757 18,77 31 075 26,65
2025-08-13 13F My Purposeful Wealth Corp. 17 572 −3,14 1 131 4,43
2025-08-14 13F Alaska Permanent Fund Corp 0 −100,00 0
2025-08-14 13F Royal Bank Of Canada 965 027 15,15 61 482 22,78
2025-07-31 13F Conservest Capital Advisors, Inc. 162 737 10 368
2025-08-01 13F SwitchPoint Financial Planning, LLC 28 004 0,00 1 784 6,63
2025-07-23 13F Austin Asset Management Co Inc 479 459 3,75 30 546 10,62
2025-07-15 13F Total Wealth Planning, Llc 13 195 5,53 841 12,45
2025-08-12 13F Burk Holdings LLC 156 649 7,92 9 980 15,08
2025-07-24 13F Financial Connections Group, Inc. 23 047 −44,73 1 −50,00
2025-07-29 13F Werba Rubin Papier Wealth Management 12 601 −0,47 803 6,08
2025-08-01 13F Red Lighthouse Investment Management, Llc 12 521 −38,08 798 −36,75
2025-08-14 13F Bank Of America Corp /de/ 6 216 760 15,66 396 070 23,32
2025-07-23 13F HTG Investment Advisors, Inc. 43 144 0,79 2 749 7,47
2025-04-02 13F Marcum Wealth, LLC 6 803 0,22 406 −7,94
2025-08-07 13F Commerce Bank 12 304 −8,87 784 −2,85
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 407 632 4,68 26 851 15,40
2025-07-16 13F Essex Financial Services, Inc. 13 795 28,50 879 36,97
2025-08-08 13F Empower Advisory Group, LLC 6 572 0,00 419 6,63
2025-08-14 13F Ruggaard & Associates LLC 116 597 −0,44 7 428 6,16
2025-05-09 13F Wade Financial Advisory, Inc 42 167 −0,09 2 519 −8,27
2025-08-11 13F WPWealth LLP 170 511 406,61 10 863 440,18
2025-08-01 13F First Command Advisory Services, Inc. 1 219 558 6,01 77 698 13,03
2025-07-18 13F Naples Global Advisors, Llc 18 647 8,31 1 188 15,47
2025-07-15 13F Cordant, Inc. 71 035 4,94 4 526 11,89
2025-08-05 13F WorthPointe, LLC 146 317 2,78 9 322 9,58
2025-07-23 13F Wealth Management Nebraska 656 567 18,45 40 569 22,49
2025-07-15 13F Hartmann Taylor Wealth Management, LLC 28 247 32,57 1 800 41,32
2025-09-09 13F Cambridge Financial Group, LLC 45 015 0,13 2 868 6,78
2025-08-12 13F SRS Capital Advisors, Inc. 311 802 4,09 19 865 10,99
2025-07-22 13F/A Elser Financial Planning, Inc 19 467 0,00 1 240 6,62
2025-09-03 13F Ballentine Capital Advisors, Inc 117 629 2,14 7 494 8,91
2025-07-15 13F Oak Wealth Advisors LLC 3 643 0,00 232 6,91
2025-07-28 NP SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares 71 747 0,00 4 397 −3,91
2025-07-31 13F Resonant Capital Advisors, LLC 38 988 11,79 2 484 19,20
2025-07-15 13F Garrett Investment Advisors LLC 145 124 10,95 9 246 18,30
2025-07-15 13F Lynch & Associates/in 5 645 7,10 360 14,33
2025-08-13 13F Lauer Wealth, LLC 39 160 0,46 2 521 11,01
2025-07-21 13F DHJJ Financial Advisors, Ltd. 854 0,00 54 5,88
2025-08-08 13F Sittner & Nelson, Llc 1 021 0,00 65 6,56
2025-08-14 13F Comerica Bank 398 094 1,95 25 363 8,71
2025-07-30 13F Bleakley Financial Group, LLC 590 445 19,72 37 617 27,65
2025-08-15 13F Equitable Holdings, Inc. 44 339 5,16 2 825 12,11
2025-07-14 13F Abacus Planning Group, Inc. 90 651 5 775
2025-07-25 13F Acorn Creek Capital Llc 400 455 176,36 25 513 194,70
2025-08-14 13F Destination Wealth Management 4 259 271
2025-07-17 13F MBA Advisors LLC 82 636 90,75 5 265 103,40
2025-08-11 13F FineMark National Bank & Trust 17 209 14,14 1 096 21,78
2025-07-10 13F Professional Financial Advisors, LLC 8 786 0,27 560 6,88
2025-08-01 13F JDH Wealth Management, LLC 99 811 5,56 6 359 12,55
2025-08-13 13F Parkworth Wealth Management, Inc. 46 687 3,07 2 974 9,90
2025-07-18 13F TruNorth Capital Management, LLC 57 728 −0,85 3 678 5,72
2025-07-22 13F Olistico Wealth, LLC 16 734 −1,82 1 066 4,72
2025-08-11 13F TAGStone Capital, Inc. 47 859 4,35 3 086 154 150,00
2025-08-14 13F Visionary Wealth Advisors 5 742 4,31 366 11,28
2025-07-17 13F Janney Montgomery Scott LLC 22 742 3,60 1 0,00
2025-07-31 13F Oak Harbor Wealth Partners, Llc 57 164 4,72 3 642 11,65
2025-08-05 13F Tiaa Trust, National Association 26 192 2,56 1 669 9,38
2025-08-04 13F Syverson Strege & Co 187 123 327,63 11 922 356,04
2025-08-08 13F Bouchey Financial Group Ltd 394 009 0,83 25 102 7,51
2025-08-13 13F Congress Wealth Management LLC / DE / 9 791 0,01 624 6,50
2025-08-14 13F Boston Private Wealth Llc 6 502 −46,09 414 −42,50
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 199 638 2,73 12 719 9,53
2025-08-13 13F American Investment Services, Inc. 171 913 −5,12 10 953 1,16
2025-07-30 13F Eqis Capital Management, Inc. 47 770 −1,41 3 043 5,11
2025-07-21 13F Ascent Group, LLC 5 477 0,00 349 6,42
2025-08-08 13F Pnc Financial Services Group, Inc. 25 989 32,06 1 656 40,85
2025-08-14 13F Quantinno Capital Management LP 39 665 80,33 2 527 92,31
2025-07-28 13F RFG Advisory, LLC 110 008 131,08 7 009 146,41
2025-08-14 13F Investmark Advisory Group LLC 65 239 −20,99 4 156 −15,75
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 44 934 0,00 2 863 6,63
2025-08-14 13F Seven Mile Advisory 0 −100,00 0
2025-07-24 13F Ronald Blue Trust, Inc. 47 883 −3,44 3 051 2,97
2025-08-01 13F Cedar Point Capital Partners, LLC 118 991 0,32 7 581 6,97
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 53 0,00 3 0,00
2025-07-18 13F Fmb Wealth Management 66 001 −1,79 4 205 4,71
2025-07-17 13F/A Capital Investment Advisors, LLC 8 670 −10,02 552 −4,00
2025-08-11 13F Cladis Investment Advisory, LLC 9 159 0,01 584 6,58
2025-08-04 13F Spire Wealth Management 133 117 −0,74 8 481 5,83
2025-08-14 13F Mercer Global Advisors Inc /adv 1 016 654 −0,62 64 771 5,97
2025-08-07 13F Birchcreek Wealth Management, LLC 60 192 13,79 3 835 21,33
2025-08-08 13F Creative Planning 20 228 460 20,26 1 288 755 28,23
2025-07-17 13F Global Trust Asset Management, LLC 1 333 556,65 85 600,00
2025-07-16 13F ORG Partners LLC 387 0,00 25 8,70
2025-08-14 13F Financial Advisory Service, Inc. 431 0,00 27 8,00
2025-07-16 13F Amarillo National Bank 6 076 0,00 387 6,61
2025-08-06 13F True Wealth Design, LLC 1 977 0,00 126 5,93
2025-08-07 13F Midwest Trust Co 1 873 337 119 350
2025-07-29 13F Grunden Financial Advisory, Inc. 53 150 −6,55 3 386 −0,35
2025-08-13 13F EverSource Wealth Advisors, LLC 89 836 11,20 5 723 18,56
2025-07-25 13F NorthRock Partners, LLC 3 984 0,18 254 6,75
2025-07-18 13F Meritas Wealth Management, LLC 4 814 0,00 307 6,62
2025-07-16 13F Highline Wealth Partners Llc 101 6
2025-08-08 13F Larson Financial Group LLC 143 984 −19,99 9 173 −14,69
2025-08-01 13F Envestnet Asset Management Inc 2 465 735 0,76 157 092 7,44
2025-07-29 13F Wingate Wealth Advisors, Inc. 10 642 43,66 678 53,17
2025-07-30 13F/A KPP Advisory Services LLC 100 271 0,53 6 388 7,20
2025-08-14 13F Betterment LLC 9 781 6,15 1
2025-07-17 13F DiNuzzo Private Wealth, Inc. 730 447 3,70 46 537 10,57
2025-08-11 13F Cornerstone Planning Group LLC 252 0,40 16 14,29
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Main Street Financial Solutions, LLC 72 820 −0,26 4 639 6,35
2025-07-23 13F SpringVest Wealth Management LLC 14 435 −19,22 920 −13,87
2025-08-14 13F Stadion Money Management, LLC 234 132 0,43 14 917 7,09
2025-07-23 13F Elevate Wealth Advisory, Inc 28 169 −3,31 1 795 3,10
2025-08-12 13F Atlas Capital Advisors Llc 252 0,00 16 6,67
2025-04-17 13F Fairvoy Private Wealth, LLC 0 −100,00 0
2025-08-14 13F Ausdal Financial Partners, Inc. 3 670 2,49 234 9,39
2025-07-25 13F We Are One Seven, LLC 25 139 1 602
2025-07-25 13F Apollon Wealth Management, LLC 10 230 0,00 652 6,55
2025-08-13 13F SageView Advisory Group, LLC 4 198 −12,01 277 −3,16
2025-08-05 13F Plante Moran Financial Advisors, LLC 251 0,00 16 7,14
2025-07-28 13F Harbour Investments, Inc. 21 277 −0,52 1 356 6,11
2025-08-06 13F Cloud Capital Management, LLC 38 885 32,30 3 100,00
2025-07-31 13F Oppenheimer & Co Inc 7 337 0,00 467 6,62
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 1 517 97
2025-07-14 13F AdvisorNet Financial, Inc 310 763 18,89 19 799 26,77
2025-07-28 13F Cypress Wealth Services, LLC 30 141 −2,96 1 920 3,50
2025-07-10 13F Strathmore Capital Advisors, Inc. 43 088 −5,65 2 832 −4,74
2025-08-15 13F CI Private Wealth, LLC 625 284 −7,32 39 837 −1,18
2025-08-01 13F Transcend Wealth Collective, Llc 10 607 44,41 676 54,11
2025-08-14 13F 10Elms LLP 0 −100,00 0
2025-08-07 13F Samalin Investment Counsel, LLC 18 440 13,37 1 175 20,91
2025-07-30 13F Granite Harbor Advisors, Inc. 184 002 4,95 11 723 11,90
2025-07-17 13F XY Planning Network, Inc. 5 698 47,96 363 57,83
2025-07-30 13F Towneley Capital Management, Inc / DE 4 488 −10,81 286 −5,00
2025-08-06 13F SOUTH STATE Corp 1 887 11,52 120 18,81
2025-06-03 13F Invst, LLC 108 185 −59,71 6 464 −63,01
2025-08-13 13F WCG Wealth Advisors LLC 31 554 6,99 2 010 14,07
2025-07-11 13F Farther Finance Advisors, LLC 228 910 −11,72 14 584 −6,30
2025-07-11 13F Busey Wealth Management 3 431 0,00 219 6,34
2025-07-08 13F Nbc Securities, Inc. 913 0,00 0
2025-07-10 13F NorthCrest Asset Manangement, LLC 3 516 232
2025-08-11 13F Platform Technology Partners 54 797 9,31 3 491 16,56
2025-07-17 13F Mustard Seed Financial, LLC 5 267 4,84 336 11,67
2025-07-16 13F Jentner Corp 17 789 57,61 1 133 68,10
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 210 14
2025-08-12 13F GDS Wealth Management 4 099 0,00 261 6,97
2025-08-14 13F Operose Advisors LLC 272 0,00 17 6,25
2025-07-15 13F Maseco Llp 320 679 20 424
2025-08-12 13F MAI Capital Management 149 123 0,54 9 501 7,20
2025-07-29 13F Stordahl Capital Management, Inc. 707 217 0,53 45 057 7,19
2025-08-12 13F Intrepid Capital Management Inc 0 −100,00 0
2025-08-29 13F Centaurus Financial, Inc. 13 428 3,97 1
2025-07-28 13F Heritage Wealth Management, Inc. /CA/ 3 425 218
2025-08-12 13F NFP Retirement, Inc. 7 618 0,54 485 7,30
2025-08-14 13F Snowden Capital Advisors LLC 5 429 −15,92 346 −10,39
2025-07-28 13F Fairman Group, LLC 1 559 0,26 99 −1,00
2025-08-06 13F Aspect Partners, LLC 1 706 0,00 109 6,93
2025-04-28 13F Great Point Wealth Advisors, LLC 39 094 −0,37 2 336 −8,54
2025-07-15 13F LVZ Advisors, Inc. 26 218 5,48 1 670 12,46
2025-07-16 13F Midwest Heritage Bank, FSB 187 525 0,42 11 947 7,07
2025-07-17 13F Claris Advisors, Llc / Mo / 104 470 −11,05 6 656 −5,16
2025-07-14 13F Narus Financial Partners, LLC 41 720 −16,18 2 658 −10,63
2025-08-05 13F GPS Wealth Strategies Group, LLC 78 0,00 5 0,00
2025-07-23 13F Ironwood Financial, llc 34 757 0,00 2 077 0,00
2025-07-30 13F Whittier Trust Co 3 088 0,00 197 6,52
2025-08-08 13F L & S Advisors Inc 14 997 16,21 955 23,87
2025-07-29 13F Financial Symmetry Inc 7 379 13,44 470 21,13
2025-07-16 13F Tassel Capital Management, Inc. 240 340 63,82 15 312 74,69
2025-05-07 13F/A Meridian Management Co 0 −100,00 0 −100,00
2025-08-25 13F Silverlake Wealth Management Llc 5 559 354
2025-07-21 13F Tilia Fiduciary Partners, Inc. 3 719 2,09 237 8,76
2025-08-01 13F Chilton Capital Management Llc 675 −68,62 43 −66,41
2025-08-05 13F Bank Of Montreal /can/ 881 370 5,22 56 152 12,19
2025-08-13 13F Capital Analysts, Inc. 31 280 192,72 2
2025-07-25 13F Bill Few Associates, Inc. 6 573 0,00 419 6,63
2025-07-21 13F Old Second National Bank Of Aurora 0 −100,00 0
2025-08-12 13F AlphaCore Capital LLC 24 547 −66,17 1 564 −63,94
2025-08-14 13F Wells Fargo & Company/mn 135 842 −10,01 8 655 −4,05
2025-07-29 13F Aire Advisors, Llc 180 522 −6,44 11 501 −0,23
2025-08-07 13F Prudent Man Investment Management, Inc. 4 818 0,00 314 0,00
2025-07-23 13F Clear Creek Financial Management, LLC 77 501 699,14 4 938 752,68
2025-08-13 13F B&D White Capital Company, LLC 150 416 9 583
2025-07-23 13F Woodside Wealth Management LLC 2 433 0,00 155 6,90
2025-08-11 13F Wescott Financial Advisory Group, LLC 172 142 7,06 10 967 14,17
2025-08-14 13F Ameriprise Financial Inc 15 971 −3,11 1 018 3,35
2025-07-14 13F Capstone Wealth Management, LLC 37 953 0,07 2 418 6,66
2025-08-11 13F Root Financial Partners, LLC 559 179 115,71 35 625 130,02
2025-08-13 13F Beacon Pointe Advisors, LLC 253 403 3,04 16 144 9,87
2025-08-08 13F Tortoise Investment Management, LLC 79 503 83,83 5 065 96,01
2025-07-14 13F Foster Group, Inc. 383 457 −4,82 24 430 1,49
2025-07-17 13F Lauterbach Financial Advisors, LLC 22 916 0,52 1 460 7,12
2025-08-08 13F WASHINGTON TRUST Co 6 825 6,47 435 13,61
2025-07-25 13F Concord Wealth Partners 31 550 −1,07 2 010 5,51
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 5 200 0,00 331 14,14
2025-07-14 13F Signature Securities Group Corporation 5 502 −31,67 351 −27,23
2025-07-29 13F Private Trust Co Na 5 143 −1,51 328 4,81
2025-07-29 13F FLC Capital Advisors 139 919 9,99 8 914 17,29
2025-08-14 13F Cardiff Park Advisors, Llc 148 370 −13,17 9 453 −7,42
2025-05-08 13F Sound View Wealth Advisors Group, LLC 0 −100,00 0
2025-08-06 13F Prospera Financial Services Inc 16 449 6,83 1 048 13,80
2025-08-12 13F Change Path, LLC 7 010 3,42 447 10,40
2025-05-15 13F/A Orion Portfolio Solutions, LLC 10 552 −28,10 630 −34,03
2025-04-28 13F BetterWealth, LLC 0 −100,00 0
2025-08-14 13F IHT Wealth Management, LLC 44 956 −3,31 2 864 3,10
2025-07-21 13F Hilltop National Bank 1 109 0,00 71 −2,78
2025-05-15 13F IronBridge Private Wealth, LLC 0 −100,00 0
2025-08-13 13F Russell Investments Group, Ltd. 907 58
2025-08-12 13F BlackRock, Inc. 852 85 100,00 54
2025-05-08 13F Us Financial Advisors, Llc 109 158 0,16 6 522 −8,04
2025-07-25 13F Apollon Financial, LLC 19 585 0,00 1 248 6,58
2025-07-30 13F Mills Wealth Advisors LLC 16 123 23,59 1 027 31,84
2025-08-08 13F Wall Street Access Asset Management, LLC 48 818 2,43 3 110 9,24
2025-08-04 13F Integrity Alliance, Llc. 7 881 11,98 502 19,52
2025-08-12 13F Coldstream Capital Management Inc 14 049 16,77 895 24,65
2025-08-14 13F Smartleaf Asset Management LLC 43 822 −1,35 2 792 5,32
2025-04-11 13F Safeguard Financial, LLC 3 524 −2,81 211 −10,64
2025-07-17 13F Kavar Capital Partners Group, Llc 9 278 0,00 591 6,68
2025-07-09 13F Intelligence Driven Advisers, LLC 44 225 210,26 2 818 231,02
2025-07-07 13F Kings Path Partners LLC 213 14
2025-08-14 13F Colony Group, LLC 3 068 777 14,56 195 512 22,16
2025-07-18 13F Institute for Wealth Management, LLC. 17 625 0,00 1 123 6,55
2025-08-07 13F Alpha Financial Advisors, LLC 97 017 −4,65 6 181 1,66
2025-07-30 13F Blume Capital Management, Inc. 48 574 −0,26 3 095 6,36
2025-08-07 13F Aegis Wealth Management LLC 120 245 0,00 7 185 0,00
2025-08-04 13F Center for Financial Planning, Inc. 1 518 0,00 97 6,67
2025-08-26 13F/A Thrivent Financial For Lutherans 29 867 −39,77 2 −66,67
2025-04-14 13F Black Point Wealth Management 0 −100,00 0
2025-04-17 13F Rs Crum Inc. 41 072 −7,06 2 454 −14,64
2025-08-01 13F Winebrenner Capital Management Llc 3 567 227
2025-08-08 13F VeraBank, N.A. 118 638 13,31 7 558 20,81
2025-07-11 13F Physician Wealth Solutions Inc. 52 865 0,00 3 368 6,65
2025-08-07 13F Allworth Financial LP 168 937 −1,95 10 763 8,00
2025-07-30 13F Avidian Wealth Solutions, LLC 27 720 −23,30 1 766 −18,20
2025-08-04 13F Linscomb & Williams, Inc. 24 416 1 556
2025-07-31 13F Aspen Capital Management, LLC 222 039 −0,92 14 146 5,65
2025-08-11 13F One Capital Management, LLC 175 273 −13,43 11 167 −7,70
2025-07-28 13F Axxcess Wealth Management, Llc 25 395 0,00 1 618 6,59
2025-07-10 13F American Financial Advisors, LLC 4 158 0,17 265 6,88
2025-07-17 13F SC&H Financial Advisors, Inc. 56 473 −1,41 3 598 5,11
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