Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional International Core Equity 2 ETF inkluderar Maseco Llp, Annex Advisory Services, LLC, Abacus Planning Group, Inc., Hill Island Financial Llc, B&D White Capital Company, LLC, Fundamentun, Llc, Accurate Wealth Management, LLC, Diversified Trust Co, Parkshore Wealth Management, Inc., Cetera Investment Advisers, Strategic Investment Solutions, Inc. /IL, Evoke Wealth, Llc, Edge Financial Advisors LLC, Northern Trust Corp, Vishria Bird Financial Group, LLC, rebel Financial LLC, Brookstone Capital Management, Tudor Investment Corp Et Al, Moss Adams Wealth Advisors LLC, och Mission Wealth Management, Lp .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 302 884 | 2,12 | 9 417 | 14,12 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 15 307 | 6,14 | 476 | 18,75 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 31 643 | 984 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 7 712 | 240 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 509 585 | 12,50 | 15 843 | 25,95 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 38 914 | 212,26 | 1 210 | 249,42 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 108 720 | 2,63 | 3 380 | 14,93 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 27 204 | 15,61 | 755 | 24,18 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 51 718 | 39,53 | 1 608 | 56,17 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 596 | 1 195,65 | 19 | 1 700,00 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 24 739 | 109,05 | 769 | 134,45 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 7 354 | 229 | ||||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 971 570 | 13,08 | 30 206 | 33,68 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1 883 911 | 3,36 | 58 571 | 15,72 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 770 567 | 226,94 | 23 957 | 266,02 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 8 077 | 251 | ||||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 13 346 | 2,60 | 415 | 14,68 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 180 031 | 246,66 | 5 597 | 288,14 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 979 761 | 4,46 | 30 461 | 16,95 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 180 535 | 15,56 | 5 613 | 29,37 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 28 762 442 | 4,46 | 894 224 | 16,95 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 499 943 | 1,07 | 15 543 | 13,16 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 16 800 | 12,00 | 522 | 25,48 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 420 528 | 7,51 | 13 074 | 20,36 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 822 360 | 6,88 | 25 567 | 19,66 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Truepoint, Inc. | 2 129 335 | 6,33 | 66 201 | 19,04 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 3 597 630 | 21,23 | 111 850 | 35,72 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 96 767 | 0,69 | 3 068 | 18,14 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 386 586 | 5,03 | 12 019 | 17,58 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 8 035 | 81,17 | 250 | 102,44 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 163 431 | 25,05 | 5 | 66,67 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 17 431 | 542 | ||||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 32 851 | 23,31 | 1 021 | 38,16 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 185 715 | 4,34 | 5 774 | 16,82 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 140 485 | 3,53 | 4 368 | 15,90 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 60 128 | 94,02 | 1 869 | 117,33 | ||||
| 2025-07-16 | 13F | Jentner Corp | 1 317 059 | 6,58 | 40 947 | 19,32 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6 861 | 213 | ||||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 11 533 | 7,82 | 359 | 20,54 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 42 935 | 9,81 | 1 335 | 22,95 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 2 263 046 | 9,60 | 70 | 22,81 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4 050 | 10,41 | 0 | |||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 424 859 | 2,26 | 13 111 | 13,44 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 131 323 | 25,05 | 4 083 | 39,99 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 54 221 | 5,94 | 1 686 | 18,58 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 869 211 | 3,52 | 89 204 | 15,89 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 42 593 | 18,31 | 1 324 | 32,53 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 326 840 | 10 161 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 773 094 | 256,88 | 24 035 | 299,58 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 194 428 | 79,70 | 6 045 | 101,20 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 59 387 | 1 846 | ||||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 259 320 | 20,83 | 8 062 | 35,27 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 395 146 | 9,25 | 12 285 | 22,31 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 123 966 | 3 854 | ||||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 1 995 029 | 2,38 | 62 025 | 14,62 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 80 297 | 7,39 | 2 496 | 20,23 | ||||
| 2025-07-15 | 13F | Maseco Llp | 2 410 924 | 74 944 | ||||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 877 846 | 24,97 | 27 292 | 39,92 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 65 263 | 21,40 | 2 029 | 35,99 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 1 201 954 | 17,73 | 37 369 | 31,81 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 052 640 | 15,83 | 32 727 | 29,68 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 10 758 | 54,19 | 334 | 73,06 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 359 284 | 16,78 | 11 170 | 30,75 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 224 939 | 3,85 | 6 993 | 16,26 | ||||
| 2025-07-21 | 13F | 25 Llc | 39 502 | 3,51 | 1 228 | 15,96 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 564 294 | 0,45 | 17 544 | 12,46 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1 | 0 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 63 069 | 155,62 | 1 961 | 186,13 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 450 | 1,35 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 138 155 | 0,96 | 35 385 | 13,03 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 365 684 | 2,50 | 11 369 | 14,76 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 16 311 | 0,98 | 507 | 17,36 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 230 | 7 | ||||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 313 262 | 9 739 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 62 280 | 1 271,50 | 1 936 | 1 436,51 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 720 999 | 15,78 | 20 022 | 24,40 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 30 280 | 12,46 | 941 | 25,80 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 658 134 | 3,95 | 20 461 | 16,38 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 42 365 | 2,85 | 1 317 | 15,22 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 41 155 | 326,08 | 1 280 | 377,24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 369 628 | 8,65 | 43 | 20,00 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 22 014 | 14,94 | 684 | 28,81 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 6 678 | 18,05 | 208 | 31,85 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 141 671 | 0,97 | 4 405 | 13,04 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 128 930 | 5,25 | 3 580 | 119 233,33 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 23 853 | 742 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 21 157 | 0,05 | 658 | 11,93 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 714 979 | 6,21 | 22 229 | 18,91 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 114 393 | 5,46 | 3 556 | 18,06 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 90 522 | 1,20 | 2 814 | 13,29 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 211 385 | 194,03 | 6 572 | 229,21 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 84 577 | 0,91 | 2 349 | 8,40 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 7 971 | 248 | ||||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 24 224 | 3,05 | 753 | 15,49 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 303 182 | 43,74 | 9 426 | 60,92 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 40 572 | 22,12 | 1 261 | 36,77 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 1 909 093 | 33,49 | 59 354 | 49,45 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 6 146 | 87,21 | 191 | 109,89 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 9 774 | 3,17 | 304 | 15,21 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 37 866 | 1 177 | ||||||
| 2025-07-29 | 13F | FLC Capital Advisors | 9 547 | 297 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 260 009 | 47,25 | 8 084 | 64,86 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4 666 | 99,32 | 145 | 123,08 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 14 275 | 39,19 | 444 | 55,99 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 3 646 621 | 12,04 | 112 535 | 29,83 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 088 | 1,40 | 34 | 13,79 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 529 286 | 6,04 | 16 916 | 15,98 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 68 075 | 8,66 | 2 116 | 21,68 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 48 587 | 109,84 | 1 522 | 136,55 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 83 577 | 55,31 | 2 598 | 73,90 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 664 | 52 | ||||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 297 312 | 12,15 | 9 243 | 25,57 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 28 305 | 21,09 | 880 | 35,59 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2 711 601 | 5,93 | 84 304 | 18,59 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 2 277 634 | 70 812 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 12 332 | 383 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12 047 | 375 | ||||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 442 552 | 14,06 | 13 759 | 27,70 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 96 267 | 10,62 | 2 993 | 23,84 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 1 220 | 1,33 | 38 | 5,71 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 41 753 | 17,23 | 1 298 | 31,24 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 512 608 | 4,71 | 15 922 | 17,12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 545 840 | 15 306,15 | 16 970 | 17 216,33 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 494 265 | 86,03 | 15 367 | 108,27 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 912 479 | 0,87 | 59 459 | 12,93 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 28 922 | 3,69 | 899 | 16,15 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 51 005 | 0,04 | 1 586 | 12,01 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 265 688 | 17,57 | 7 378 | 26,34 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 1 306 945 | 2,22 | 40 633 | 14,44 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 26 269 | 817 | ||||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 422 947 | 3,51 | 13 149 | 15,89 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 19 552 | 1,82 | 608 | 13,88 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 38 856 | 0,25 | 1 208 | 12,27 | ||||
| 2025-07-15 | 13F | Capstone Capital Wealth Advisors | 1 057 582 | 0,30 | 32 880 | 12,29 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 296 288 | 8,87 | 40 302 | 21,87 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 7 966 | 3,63 | 248 | 15,96 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 162 972 | 0,22 | 5 067 | 12,20 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 76 182 | 41,73 | 2 368 | 58,71 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 96 418 | 20,10 | 2 998 | 34,45 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 690 718 | 2,45 | 21 474 | 14,69 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 561 699 | 7,84 | 17 463 | 20,73 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 73 651 | 10,28 | 2 290 | 23,46 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 1 115 611 | 3,13 | 34 651 | 15,35 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 1 319 801 | 1,34 | 41 033 | 13,45 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5 936 | 15,46 | 185 | 29,58 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 611 635 | 17,20 | 19 016 | 31,21 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 641 665 | 1,49 | 19 949 | 13,62 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 399 976 | 18,99 | 12 435 | 33,22 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 1 009 639 | 6,72 | 31 390 | 19,48 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 305 | 8,22 | 134 | 20,91 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 84 519 | 3 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 10 286 | 320 | ||||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 326 151 | 0,10 | 10 137 | 12,02 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 36 387 | 13,44 | 1 131 | 27,08 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 11 374 | 6,02 | 354 | 18,86 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 106 | 35,37 | 34 | 54,55 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 320 145 | 2,03 | 9 953 | 14,23 | ||||
| 2025-06-26 | NP | DFAW - Dimensional World Equity ETF | 4 569 131 | 14,59 | 131 911 | 23,46 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 41 516 | 1 291 | ||||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 81 745 | 0,01 | 2 541 | 11,99 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 490 932 | 3,13 | 15 276 | 15,20 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 11 218 | 349 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 901 389 | 6,33 | 28 024 | 19,04 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 2 546 499 | 1,65 | 79 171 | 13,80 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 69 076 | 21,85 | 2 148 | 36,40 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 2 459 314 | 107,82 | 76 460 | 132,67 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 10 534 | 0,87 | 328 | 12,76 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 883 048 | 3,04 | 27 454 | 15,36 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 216 700 | 49,36 | 6 737 | 67,21 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 25 198 | 1,24 | 783 | 13,31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 12 439 | 687,28 | 387 | 865,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 906 091 | 13,98 | 59 260 | 27,61 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 160 591 | 328,27 | 4 993 | 379,54 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8 735 | 2,61 | 272 | 14,83 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 389 663 | 12,63 | 12 115 | 26,10 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 383 759 | 179,81 | 11 931 | 213,31 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 900 070 | 24,44 | 27 983 | 39,32 | ||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 1 536 792 | 47 779 | ||||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 475 895 | 3,80 | 14 796 | 16,21 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 662 921 | 9,10 | 20 610 | 22,14 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 12 933 | 22,63 | 402 | 37,67 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17 315 | 538 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 50 617 | 7,09 | 1 574 | 19,89 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 48 964 | 21,58 | 1 522 | 36,14 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 101 560 | 26,01 | 3 154 | 48,84 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 447 313 | 0,30 | 13 907 | 12,29 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7 531 | 234 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 29 558 | 47,29 | 919 | 64,81 | ||||
| 2025-08-14 | 13F | UBS Group AG | 17 072 | 629,88 | 531 | 728,13 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 55 093 | 9,71 | 1 713 | 22,81 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 59 449 | 361,02 | 1 848 | 416,20 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 | 0 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 313 025 | 29,00 | 9 732 | 44,42 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 10 857 | 13,60 | 338 | 27,17 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 188 850 | 7,09 | 5 871 | 19,89 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 16 859 | 1,36 | 524 | 13,67 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 71 267 | 30,68 | 2 199 | 44,96 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 87 679 | 32,14 | 2 726 | 47,94 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 877 424 | 7,35 | 27 279 | 20,19 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 16 508 | 1,37 | 513 | 13,50 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 11 400 | 354 | ||||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 81 687 | 28,09 | 2 540 | 43,45 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 59 821 | 62,36 | 1 860 | 81,72 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 409 720 | 7,41 | 12 738 | 20,26 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 277 566 | 2,33 | 8 630 | 14,56 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 869 | 0,17 | 89 | 12,66 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 13 774 | 50,39 | 383 | 61,86 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 30 021 | 1,69 | 933 | 13,92 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 800 475 | 36,35 | 24 887 | 52,65 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 2 081 593 | 2,61 | 64 717 | 14,88 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 873 | 2,83 | 27 | 17,39 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 42 327 | 98,08 | 1 316 | 121,75 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 490 761 | 13,96 | 15 258 | 27,58 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 1 022 873 | 15,10 | 31 801 | 28,86 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 15 153 | 10,18 | 471 | 23,62 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 224 264 | 3,44 | 6 972 | 15,81 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 1 664 622 | 3,56 | 51 753 | 15,94 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 7 552 | 0,69 | 235 | 12,50 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 868 | 27 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 750 728 | 1,36 | 23 340 | 13,48 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 17 631 | 26,00 | 548 | 41,24 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 9 285 | 0,04 | 289 | 12,06 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 27 | 1 | ||||||
| 2025-08-04 | 13F | Syverson Strege & Co | 2 227 118 | 9,19 | 69 241 | 22,25 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 6 730 | 209 | ||||||
| 2025-07-03 | 13F | Trust Co of the South | 988 968 | 26,98 | 30 747 | 42,16 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 29 171 | 9,50 | 907 | 22,60 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 6 803 | 212 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 19 087 | 2,07 | 593 | 13,17 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 733 | 23 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 385 969 | 2,76 | 12 000 | 15,04 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 121 045 | 4,99 | 3 763 | 17,56 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 671 011 | 0,61 | 20 720 | 11,88 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 21 009 | 0,07 | 653 | 12,01 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 33 607 | 93,99 | 1 045 | 133,56 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 9 215 | 286 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 9 598 | 0,06 | 298 | 12,03 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 26 101 | 96,88 | 811 | 120,38 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 312 253 | 0,35 | 9 708 | 12,35 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 22 128 | 43,51 | 703 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 38 046 | 1 183 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 34 553 | 2,81 | 1 074 | 15,11 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 202 707 | 51,25 | 6 302 | 69,36 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 70 979 | 4,63 | 2 207 | 17,15 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1 452 939 | 0,51 | 45 | 12,50 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 93 818 | 9,50 | 2 917 | 22,57 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 1 005 593 | 24,13 | 31 264 | 38,97 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 9 253 | 1,37 | 288 | 13,44 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 359 040 | 12,12 | 11 163 | 25,53 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 408 063 | 1,45 | 12 687 | 13,57 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 86 495 | 7,11 | 2 689 | 19,94 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 860 875 | 26 765 | ||||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 9 531 | 3,12 | 296 | 15,63 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 2 072 975 | 63 765 | ||||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 523 024 | 34,69 | 16 261 | 50,79 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 6 531 | 41,21 | 203 | 55,38 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 14 650 | 455 | ||||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 14 620 | 32,87 | 455 | 48,85 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 1 620 101 | 255,71 | 50 369 | 298,23 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 58 818 | 1,79 | 1 829 | 13,97 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 46 677 | 2,28 | 1 451 | 14,52 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 124 187 | 4 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 60 113 | 1 883 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 64 620 | 1,37 | 2 009 | 13,50 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 99 700 | 10,30 | 3 100 | 23,47 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 178 122 | 3,66 | 5 538 | 16,06 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 4 088 | 0,64 | 127 | 13,39 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 460 415 | 6,34 | 14 314 | 19,06 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 706 229 | 35,43 | 22 | 50,00 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 22 057 | 686 | ||||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 31 419 | 977 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 146 | 5 | ||||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 309 456 | 2,26 | 9 621 | 14,48 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 19 493 | 22,22 | 606 | 37,10 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 445 634 | 0,61 | 13 855 | 12,63 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 6 520 | 203 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2 254 127 | 6,45 | 70 081 | 19,17 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 115 726 | 148,66 | 4 | 200,00 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 12 163 | 1,37 | 378 | 13,51 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 31 737 070 | 2,72 | 986 706 | 15,00 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 4 960 | 34,82 | 154 | 50,98 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5 788 | 11,31 | 180 | 24,31 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 313 981 | 25,43 | 10 | 50,00 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 4 155 387 | 1,29 | 129 191 | 13,40 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 472 518 | 8,27 | 14 691 | 21,21 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 55 518 | 1,70 | 1 726 | 13,93 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 212 068 | 115,32 | 6 593 | 141,06 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 876 069 | 1,79 | 27 237 | 13,96 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 1 218 574 | 7,78 | 37 885 | 20,66 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 141 703 | 3,24 | 4 406 | 15,59 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 16 571 | 515 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 499 841 | 32,39 | 15 539 | 48,20 | ||||
| 2025-08-08 | 13F | Creative Planning | 520 285 | 1,91 | 16 176 | 14,09 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10 448 | 13,01 | 325 | 26,56 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 6 706 | 208 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 4 809 | 150 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 34 493 | 113,34 | 1 072 | 139,29 |
