Grundläggande statistik
| Institutionella ägare | 408 total, 408 long only, 0 short only, 0 long/short - change of 2,00% MRQ |
| Genomsnittlig portföljallokering | 0.2888 % - change of −5,00% MRQ |
| Institutionella aktier (lång) | 33 613 384 (ex 13D/G) - change of −0,68MM shares −2,00% MRQ |
| Institutionellt värde (lång) | $ 1 258 451 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF (US:ESML) har 408 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 33,613,384 aktier. Största aktieägare inkluderar Fmr Llc, Tiaa Trust, National Association, Northern Trust Corp, Bank Of America Corp /de/, Betterment LLC, Creative Planning, Goldman Sachs Group Inc, Wells Fargo & Company/mn, Fiduciary Trust Co, and Vontobel Holding Ltd. .
iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML) 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 9, 2025 is 44,70 / share. Previously, on September 10, 2024, the share price was 39,30 / share. This represents an increase of 13,74% over that period.
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.
13D/G-Arkiveringar
Vi presenterar 13D/G-arkiveringar separat från 13F-arkiveringar på grund av att de behandlas olika av SEC. 13D/G-arkiveringar kan lämnas in av grupper av investerare (med en ledare), medan 13F-arkiveringar inte kan det. Detta leder till situationer där en investerare kan lämna in en 13D/G-ansökan med ett värde för de totala aktierna (vilket motsvarar alla aktier som ägs av investerargruppen), men sedan lämna in en 13F-ansökan med ett annat värde för de totala aktierna (vilket motsvarar enbart deras eget ägande). Detta innebär att aktieägandet i 13D/G-arkiveringar och 13F-arkiveringar ofta inte är direkt jämförbara, så vi presenterar dem separat.
Notera: Från och med den 16 maj 2021 visar vi inte längre ägare som inte har lämnat in en 13D/G under det senaste året. Tidigare visade vi hela historiken för 13D/G-arkiveringar. I allmänhet måste enheter som är skyldiga att lämna in 13D/G-arkiveringar lämna in minst en gång per år innan de lämnar in en stängningsarkivering. Fonder avslutar dock ibland positioner utan att lämna in en avslutande arkivering (dvs. de avvecklar), så att visa hela historiken resulterade ibland i förvirring om det nuvarande ägandet. För att förhindra förvirring visar vi nu endast "nuvarande" ägare - det vill säga ägare som har lämnat in en ansökan under det senaste året.
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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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-29 | 13F | Hm Payson & Co | 152 663 | −4,94 | 5 864 | −13,18 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 6 066 | 3,25 | 251 | 11,11 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 12 583 | 12,21 | 520 | 20,93 | ||||
| 2025-04-17 | 13F | Traphagen Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 16 774 | 7,57 | 693 | 15,89 | ||||
| 2025-08-07 | 13F | Capitol Family Office, Inc. | 605 | 0,00 | 25 | 8,70 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 18 547 | 55,58 | 767 | 67,61 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 51 | 0,00 | 2 | 100,00 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 10 076 | 1,24 | 416 | 8,90 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 31 569 | 13,28 | 1 305 | 21,87 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 255 762 | 7,05 | 10 565 | 14,92 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 4 882 | −7,49 | 202 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 654 766 | −0,26 | 27 061 | 7,33 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 114 100 | 0,78 | 4 716 | 8,44 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 23 372 | 11,64 | 966 | 20,02 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 110 891 | −35,00 | 4 660 | −28,89 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 251 | 3,72 | 10 | 11,11 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2035 Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5 762 | 9,23 | 216 | −6,11 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8 978 | −10,91 | 371 | −4,13 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 27 304 | 4,05 | 1 | 0,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 058 | 0,00 | 44 | 7,50 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 17 443 | 0,50 | 721 | 8,11 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 45 608 | −2,02 | 1 885 | 8,53 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 6 562 | 0,29 | 271 | 7,97 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 16 739 | 9,39 | 692 | 17,72 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 3 344 | −3,71 | 138 | 3,76 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 11 640 | 0,00 | 481 | 7,61 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 11 025 | −18,45 | 462 | −11,18 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 5 135 | 212 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 19 326 | −35,01 | 799 | −30,12 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 27 272 | 45,71 | 1 127 | 56,96 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 44 207 | 0,00 | 1 827 | 7,66 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 209 753 | 2,26 | 8 669 | 10,04 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 12 555 | −1,53 | 519 | 14,60 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 360 | 0,00 | 15 | 7,69 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12 112 | 32,27 | 501 | 42,45 | ||||
| 2025-07-07 | 13F | Trust Co | 6 193 | −5,51 | 256 | 1,59 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 5 187 | −5,29 | 214 | 4,90 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 54 456 | −3,59 | 2 251 | 3,73 | ||||
| 2025-05-15 | 13F | Integrated Wealth Concepts LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Advantage Trust Co | 1 907 | 0,00 | 79 | 6,85 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 890 | 0,11 | 37 | 5,88 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 17 165 | 7,14 | 709 | 15,28 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 100 | 0,00 | 4 | 33,33 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 24 891 | −1,12 | 1 029 | 6,42 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 10 276 | 14,24 | 425 | 22,90 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 950 | 0,00 | 39 | 8,33 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 9 350 | 0,00 | 386 | 7,52 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 26 212 | −0,28 | 1 083 | 7,33 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 7 085 | 0,00 | 293 | 7,35 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 7 193 | 4,60 | 297 | 12,50 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 19 235 | 19,42 | 826 | 36,14 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 6 821 | 0,00 | 282 | 7,66 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 555 | 22,25 | 23 | 29,41 | ||||
| 2025-04-28 | 13F | Principal Financial Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 6 145 | 0,20 | 258 | 9,32 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 16 145 | 4,96 | 667 | 13,05 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Rockefeller Capital Management L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 25 699 | 0,16 | 1 062 | 7,82 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 1 526 | 0,00 | 63 | 8,62 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 9 046 | 0 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 849 | 33 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 43 360 | −1,25 | 1 792 | 6,29 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 5 821 | −13,49 | 0 | |||||
| 2025-05-07 | 13F | Nottingham Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Horizons Wealth Management | 2 803 | 0,00 | 116 | 7,48 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 297 907 | −6,86 | 12 313 | 0,23 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 74 054 | 3,32 | 3 061 | 11,19 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 13 856 | −0,11 | 573 | 7,52 | ||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 467 | 19 | ||||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 19 375 | −2,96 | 801 | 4,44 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 260 921 | 1,37 | 10 784 | 9,07 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3 496 | −4,92 | 144 | 2,13 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 055 | 8,14 | 126 | 16,67 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 939 | −49,15 | 80 | −45,21 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 7 028 | 0,00 | 290 | 7,81 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 20 074 | −1,45 | 830 | 6,01 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6 122 | −1,86 | 235 | −10,31 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 21 | 0,00 | 1 | |||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 7 440 | 0,00 | 278 | −10,90 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 304 235 | −3,22 | 12 574 | 4,14 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 41 322 | 0,38 | 1 708 | 7,97 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 10 286 | 425 | ||||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 6 712 | 0,21 | 277 | 7,78 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 9 693 | 25,61 | 401 | 35,14 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 24 445 | −38,34 | 1 010 | −33,64 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 10 699 | 13,79 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 4 090 | −6,83 | 169 | 0,60 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 465 | 0,22 | 19 | 11,76 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 21 691 | −17,64 | 896 | −11,37 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 6 940 | −13,38 | 287 | −6,84 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 121 905 | −18,82 | 5 038 | −12,64 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 11 504 | −5,22 | 475 | 1,93 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 17 053 | −26,06 | 705 | −20,45 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2050 Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14 074 | 4,78 | 527 | −9,93 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 426 | 0,47 | 18 | 6,25 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 8 320 | 344 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 542 273 | 8,28 | 22 412 | 16,52 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 8 039 | 14,60 | 332 | 23,42 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Shira Ridge Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 9 350 | 28,21 | 386 | 37,86 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 47 336 | 0,00 | 1 956 | 7,59 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 16 390 | 24,63 | 677 | 33,79 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 86 248 | 6,74 | 3 565 | 14,86 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 2 042 618 | −5,04 | 84 421 | 2,18 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 23 827 | 117,56 | 985 | 134,29 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 1 347 | 11,14 | 56 | 19,57 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 357 731 | 3,97 | 97 445 | 11,87 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 8 365 | 0,00 | 346 | 7,48 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 9 670 | 0,00 | 371 | −8,62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 249 581 | 15,36 | 10 315 | 24,13 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 161 907 | 4,16 | 6 692 | 12,08 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 1 117 | −23,49 | 46 | −17,86 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 32 883 | −2,03 | 1 359 | 5,43 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 109 605 | 1,79 | 4 530 | 9,53 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 8 387 | 0,32 | 347 | 7,79 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 6 275 | 1,92 | 241 | −6,59 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 22 696 | −3,34 | 938 | 4,11 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 465 180 | 1,94 | 19 227 | 9,70 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 22 810 | 1,54 | 943 | 9,28 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 71 103 | 4,00 | 2 988 | 19,38 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 143 879 | 13,35 | 5 946 | 21,97 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1 299 | 0,46 | 54 | 8,16 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 265 | 0,00 | 11 | 0,00 | ||||
| 2025-04-16 | 13F | Krilogy Financial LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 34 | 1 | ||||||
| 2025-07-21 | 13F | Quent Capital, LLC | 72 532 | 17,68 | 2 998 | 26,62 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 283 427 | −1,01 | 11 714 | 6,52 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 24 151 | −10,62 | 998 | −3,76 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 25 751 | 7,14 | 1 064 | 15,28 | ||||
| 2025-07-07 | 13F | Lwm Advisors Inc | 6 490 | 0,00 | 268 | 6,77 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 11 065 | −3,78 | 457 | 3,63 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 5 190 | 215 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 3 361 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 583 378 | −55,63 | 24 111 | −52,25 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 17 154 | 22,55 | 709 | 31,84 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 15 456 | −57,78 | 1 | −100,00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 268 | 0,00 | 11 | 22,22 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 20 658 | 2,07 | 854 | 9,78 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 5 814 | 0,00 | 240 | 7,62 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 321 | −88,01 | 13 | −87,38 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 773 | 4,04 | 32 | 10,71 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7 576 | 313 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 76 240 | −3,16 | 3 151 | 4,23 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 915 | 0,00 | 38 | 5,71 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 19 401 | 17,01 | 802 | 25,94 | ||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 21 808 | 0,66 | 901 | 8,29 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 2 063 | 0,00 | 85 | 7,59 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 364 | 0,00 | 15 | 15,38 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 64 037 | −3,03 | 2 647 | 4,34 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 248 | 0,00 | 10 | 11,11 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 29 999 | 0,27 | 1 240 | 7,83 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 904 | 0,00 | 37 | 8,82 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 4 895 | 202 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12 042 | −0,74 | 498 | 6,65 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 36 | 1 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 21 063 | 0,21 | 871 | 7,81 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 4 896 | 202 | ||||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 8 569 | 0,28 | 354 | 7,93 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 015 | 0,00 | 42 | 7,89 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 11 128 | 460 | ||||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 12 956 | −1,86 | 535 | 5,52 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 783 094 | 4,49 | 73 695 | 12,44 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 5 599 | −5,34 | 231 | 1,76 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 42 107 | 29,79 | 1 740 | 39,45 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 33 347 | 6,13 | 1 378 | 14,26 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 15 096 | −20,43 | 624 | −14,42 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 8 029 | 332 | ||||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 16 593 | −3,85 | 686 | 3,47 | ||||
| 2025-04-16 | 13F | Legacy Trust | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 77 552 | 12,57 | 3 205 | 21,13 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1 428 | 1,42 | 59 | 9,26 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 24 569 | 237,58 | 1 015 | 263,80 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 5 600 | −8,20 | 231 | −1,28 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 429 | 0,00 | 18 | 6,25 | ||||
| 2025-08-14 | 13F | UBS Group AG | 457 762 | 2,61 | 18 919 | 10,40 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 7 176 | −1,55 | 297 | 6,09 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 204 873 | 127 945,62 | 8 467 | 141 016,67 | ||||
| 2025-06-26 | NP | EAOM - iShares ESG Aware Moderate Allocation ETF | 3 722 | −9,97 | 139 | −22,35 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 323 097 | −17,84 | 54 684 | −11,59 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 9 514 | 0,00 | 393 | 7,67 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 13 079 | 0,10 | 541 | 7,78 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 119 225 | 7,75 | 5 062 | 19,11 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 5 187 | −8,00 | 214 | −0,93 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 1 688 | −1,92 | 70 | 4,55 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 496 | 0,00 | 20 | 5,26 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 15 434 | 41,75 | 638 | 52,39 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 081 506 | 1,18 | 44 699 | 8,87 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 467 | 74,91 | 19 | 72,73 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 63 882 | −1,73 | 2 640 | 5,77 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 102 639 | 260,00 | 4 242 | 287,40 | ||||
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 2 200 075 | −9,97 | 90 900 | −3,16 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 291 087 | 9,82 | 12 031 | 18,17 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2030 Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5 773 | 10,42 | 216 | −4,85 | ||||
| 2025-06-26 | NP | EAOK - iShares ESG Aware Conservative Allocation ETF | 3 758 | 0,00 | 141 | −14,11 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 54 826 | 2 266 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 4 850 | 0,00 | 200 | 7,53 | ||||
| 2025-08-07 | 13F | Commerce Bank | 19 341 | −3,06 | 799 | 4,31 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 636 | 15,43 | 26 | 23,81 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 6 507 | 269 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 119 592 | −0,59 | 4 943 | 6,97 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 57 977 | 3,09 | 2 396 | 10,93 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 21 040 | −5,16 | 870 | 2,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 10 147 | −2,87 | 419 | 4,49 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 11 752 | 3,46 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 1 747 178 | 7,29 | 72 | 16,13 | ||||
| 2025-04-25 | 13F | IMPACTfolio, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 51 925 | −0,13 | 2 146 | 7,52 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 17 050 | 0,92 | 705 | 8,64 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 5 000 | 207 | ||||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-23 | 13F | Perigon Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 10 197 | 7,87 | 421 | 15,98 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 36 617 | 0,76 | 1 575 | 13,48 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 31 728 | −26,35 | 1 311 | −20,74 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 30 583 | −0,76 | 1 264 | 6,76 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 366 | −35,90 | 15 | −28,57 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 45 459 | −25,30 | 1 879 | −19,64 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 11 415 | 0,00 | 472 | 7,53 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 5 458 | 0,20 | 226 | 7,66 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 7 550 | −3,16 | 312 | 4,35 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 10 668 | 6,27 | 441 | 14,29 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 200 | 0,00 | 8 | 14,29 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 99 272 | −3,48 | 4 103 | 3,85 | ||||
| 2025-05-12 | 13F | Operose Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 6 802 | 4,52 | 281 | 12,85 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 49 083 | −22,56 | 2 029 | −16,68 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 5 000 | 0,00 | 207 | 9,57 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 22 046 | −0,85 | 911 | 6,67 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 11 469 | −10,05 | 474 | −3,27 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2045 Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12 765 | 7,20 | 478 | −7,92 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 7 475 | −10,06 | 309 | −3,45 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 16 337 | 0,58 | 675 | 8,35 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 409 | 13,30 | 0 | |||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 8 982 | 371 | ||||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 5 869 | 0,60 | 243 | 8,04 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 1 273 | 1,84 | 53 | 8,33 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 44 381 | −11,35 | 1 853 | −3,64 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 361 | 0,00 | 15 | 7,69 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 18 | 0,00 | 1 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 4 186 | 0,00 | 173 | 8,13 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 135 | 2,40 | 171 | 9,68 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 6 376 | −31,40 | 264 | −26,33 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 20 351 | 841 | ||||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 7 155 | 296 | ||||||
| 2025-08-12 | 13F | Kimelman & Baird, LLC | 747 | 0,00 | 31 | 7,14 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5 377 | 222 | ||||||
| 2025-08-07 | 13F | Weil Company, Inc. | 5 995 | 248 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 12 601 | −2,77 | 521 | 4,63 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 6 123 | −22,75 | 253 | −16,78 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 58 195 | 11,72 | 2 405 | 20,25 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 893 345 | −8,22 | 36 922 | −1,24 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 10 929 | 1,24 | 452 | 8,94 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 12 540 | 0,00 | 518 | 7,69 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 62 458 | 7,17 | 2 581 | 15,33 | ||||
| 2025-04-24 | 13F | Falcon Wealth Planning | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Well Done, LLC | 14 360 | −4,27 | 593 | −5,87 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 000 | −36,06 | 41 | −31,67 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 10 977 | 28,60 | 454 | 38,53 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 45 855 | 1,60 | 1 895 | 9,35 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 6 586 | 4,08 | 272 | 11,93 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 7 466 | −0,70 | 309 | 6,94 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 29 294 | 21,80 | 1 211 | 31,09 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 64 576 | 0,00 | 2 669 | 7,58 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 64 511 | −2,10 | 2 666 | 5,38 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 3 621 | 0,14 | 150 | 7,97 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 17 774 | −63,83 | 735 | −61,10 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 10 154 | 80,42 | 420 | 93,98 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 225 480 | 16,87 | 9 | 28,57 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 29 981 | 0,17 | 1 239 | 7,83 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 70 185 | 11,37 | 2 901 | 19,83 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 3 394 | −67,26 | 140 | −64,82 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 8 818 | −13,77 | 364 | −7,14 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 5 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 301 | 0,33 | 12 | 9,09 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 28 898 | 36,63 | 1 194 | 47,04 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 475 | 0,00 | 20 | 5,56 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 21 962 | 0,00 | 908 | 7,59 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 7 230 | 299 | ||||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 59 689 | 0,37 | 2 467 | 7,97 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 29 236 | −3,50 | 1 208 | 3,87 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 131 818 | 13,31 | 5 448 | 21,93 | ||||
| 2025-06-26 | NP | EAOA - iShares ESG Aware Aggressive Allocation ETF | 34 362 | −0,02 | 1 287 | −14,04 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 38 764 | −13,44 | 1 602 | −6,86 | ||||
| 2025-04-30 | 13F | Ascent Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Baker Avenue Asset Management, LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-23 | 13F | Golden State Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 25 986 | 1 074 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1 754 | 0,29 | 73 | 7,46 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 66 461 | 38 994,71 | 2 747 | 45 666,67 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 6 015 | 1,23 | 249 | 8,77 | ||||
| 2025-09-03 | 13F | American Trust | 14 020 | 579 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 108 | 46 | ||||||
| 2025-08-12 | 13F | Seeds Investor Llc | 16 716 | 41,43 | 691 | 52,32 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 25 713 | 9,54 | 1 063 | 17,87 | ||||
| 2025-04-23 | 13F | Johnson Bixby & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 31 | 1 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 5 420 | −11,28 | 224 | −4,27 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 472 925 | −9,70 | 19 546 | −2,83 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 432 271 | 7,22 | 17 866 | 15,36 | ||||
| 2025-07-15 | 13F | Brewster Financial Planning LLC | 16 575 | 2,34 | 685 | 10,13 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 8 231 | −95,50 | 340 | −95,70 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 195 | 65,25 | 8 | 100,00 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 2 198 | 0,00 | 91 | 7,14 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 96 462 | 1,08 | 3 987 | 8,76 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1 185 | −63,03 | 49 | −60,98 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 68 800 | −1,15 | 2 844 | 6,36 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 021 | 12,15 | 208 | 20,35 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 46 518 | −4,34 | 1 923 | 2,95 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 30 070 | 6,55 | 1 243 | 14,58 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2065 Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7 229 | 4,68 | 271 | −10,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 625 | 0,00 | 26 | 4,17 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 11 605 | −0,21 | 480 | 7,40 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 7 763 | 8,24 | 321 | 16,36 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 8 425 | 0,04 | 348 | 7,74 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 60 528 | 3,86 | 2 502 | 11,75 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2055 Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10 470 | 7,84 | 392 | −7,35 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 80 | 3 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 180 | 0,00 | 7 | 16,67 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 2 511 | 58,82 | 104 | 71,67 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 186 475 | 2,08 | 7 707 | 9,85 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 60 172 | 2,45 | 2 487 | 10,24 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 76 119 | 7,52 | 3 146 | 15,70 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 24 476 | 7,52 | 1 012 | 15,68 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 6 574 | 0,29 | 272 | 7,97 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 44 198 | 28,51 | 1 827 | 38,33 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 134 571 | −11,55 | 5 562 | −4,83 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 15 287 | −12,30 | 632 | −5,68 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2060 Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10 906 | 4,14 | 408 | −10,33 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 41 912 | 3,22 | 1 732 | 11,10 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 26 037 | 232,19 | 1 076 | 257,48 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 2 984 | 0,00 | 123 | 7,89 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 3 220 | 0,00 | 124 | −4,65 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 9 997 | 1,95 | 413 | 9,84 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 69 694 | −15,40 | 2 880 | −8,98 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 117 432 | −0,86 | 4 853 | 6,68 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 6 186 | −3,37 | 256 | 4,08 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 9 271 | −0,01 | 0 | |||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | eCIO, Inc. | 67 340 | 83,22 | 2 783 | 97,24 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Dohj, Llc | 69 762 | 19,98 | 2 547 | 14,06 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 532 550 | −16,96 | 22 084 | −10,54 | ||||
| 2025-06-26 | NP | EAOR - iShares ESG Aware Growth Allocation ETF | 19 823 | 0,04 | 742 | −13,92 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Hardy Reed LLC | 23 711 | −1,53 | 980 | 5,95 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 6 984 | 0,17 | 289 | 7,87 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 17 644 | −16,53 | 729 | −10,11 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 18 | 0,00 | 1 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 12 996 | −7,75 | 537 | −0,74 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18 870 | −14,49 | 780 | −8,24 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 681 931 | 3,90 | 28 185 | 11,80 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 6 106 | −3,74 | 252 | 3,70 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 158 890 | −3,29 | 6 567 | 4,06 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 12 436 | 0,00 | 514 | 7,55 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 6 806 | −41,30 | 281 | −36,85 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 10 818 | −0,50 | 447 | 7,19 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 5 372 | 0,00 | 222 | 7,77 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 6 022 | 3,05 | 231 | −5,71 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 4 864 | 201 | ||||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 737 | 576,15 | 30 | 650,00 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index Retirement Fund Class K This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4 591 | −8,31 | 172 | −21,56 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 247 293 | 11,31 | 10 221 | 19,77 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 33 | 0,00 | 1 | 0,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 8 136 | 32,90 | 336 | 42,98 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 185 | 0,00 | 8 | 0,00 | ||||
| 2025-08-13 | 13F | Aufman Associates Inc | 19 871 | −1,55 | 821 | 5,94 | ||||
| 2025-04-08 | 13F | Highland Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2070 Fund Institutional | 3 057 | 0,63 | 114 | −13,64 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1 078 | 0,00 | 45 | 7,32 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 218 | 0,00 | 9 | 12,50 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 22 941 | 11,97 | 948 | 20,61 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 12 220 | 14,40 | 505 | 23,17 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 182 580 | −7,65 | 7 546 | −0,62 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 | −99,99 | 0 | −100,00 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2040 Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14 880 | −0,72 | 557 | −14,57 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 19 996 | −7,15 | 826 | −0,12 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 88 908 | 9,18 | 3 673 | 17,20 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 330 | 0,00 | 14 | 8,33 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 70 | 0,00 | 3 | 0,00 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 9 031 | 20,22 | 373 | 29,51 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 8 589 | −46,86 | 355 | −42,90 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 6 511 | 269 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 10 385 | 0,00 | 429 | 7,79 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 109 489 | 3,31 | 4 525 | 11,18 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 1 017 | 0,00 | 42 | 7,69 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 31 787 | −1,39 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 41 | 2 | ||||||
| 2025-08-12 | 13F | Martin Worley Group | 30 065 | −17,36 | 1 243 | −11,10 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 156 739 | 47,89 | 6 478 | 59,16 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 10 155 | −5,74 | 420 | 1,45 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 40 640 | 1,08 | 1 680 | 8,74 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 623 935 | 16,48 | 26 | 25,00 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 119 325 | 5,77 | 4 932 | 13,80 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 6 137 | 0,00 | 254 | 7,66 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 499 023 | 3,07 | 61 955 | 10,90 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 20 095 | 831 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 124 919 | −0,40 | 5 312 | 10,26 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 880 000 | 10,00 | 36 370 | 18,36 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 473 | 7,74 | 0 | |||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 88 412 | −2,58 | 3 396 | −14,91 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4 497 | −20,66 | 186 | −14,75 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 31 201 | 0,00 | 1 289 | 7,60 | ||||
| 2025-05-01 | 13F | Cardinal Strategic Wealth Guidance | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 28 645 | 44,13 | 1 | |||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 6 170 | 0,00 | 255 | 18,06 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 10 545 | 0,08 | 436 | 7,67 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 232 | 2,75 | 51 | 8,70 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 391 512 | 6,52 | 16 | 14,29 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 437 | −0,28 | 59 | −1,67 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 12 002 | −0,61 | 496 | 7,13 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 292 | −63,13 | 12 | −63,64 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 6 695 | 0,00 | 277 | 7,39 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 14 055 | 0,00 | 581 | 7,61 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 5 710 | 219 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 33 189 | −5,09 | 1 372 | 2,08 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 9 082 | −89,13 | 375 | −88,31 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 584 | 0,00 | 24 | 9,09 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 89 165 | 2,09 | 3 685 | 9,87 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5 535 | 3,42 | 229 | 11,22 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 134 276 | −5,35 | 5 550 | 1,85 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 322 711 | −8,31 | 13 338 | −1,34 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 55 960 | −2,41 | 2 313 | 5,00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 126 | 5 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 76 | 0,00 | 3 | −33,33 | ||||
| 2025-08-01 | 13F | Riverwater Partners LLC | 8 263 | −17,10 | 342 | −10,73 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 140 702 | 5,60 | 5 815 | 13,64 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 21 363 | −3,96 | 883 | 3,28 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 23 823 | −0,53 | 985 | 7,07 |
Other Listings
| MX:ESML |
