Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF inkluderar rebel Financial LLC, Beta Wealth Group, Inc., Trust Co Of Toledo Na /oh/, Caliber Wealth Management, LLC / KS, Ackerman Capital Advisors, LLC, Wealth Advisory Team LLC, Macroview Investment Management Llc, Aqr Capital Management Llc, Maia Wealth LLC, Ashton Thomas Private Wealth, LLC, Wealthcare Advisory Partners LLC, Capital Asset Advisory Services LLC, Kickstand Ventures, Llc., Duncan Williams Asset Management, LLC, Two West Capital Advisors LLC, Gordian Advisors LLC, OneAscent Financial Services LLC, RMG Wealth Management LLC, Twin Peaks Wealth Advisors, LLC, och First Pacific Financial .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | JB Capital LLC | 10 070 | 9,83 | 479 | 9,89 | ||||
| 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 | 33 788 | 8,05 | 1 603 | 9,72 | ||||
| 2025-08-14 | 13F | Common Fund For Nonprofit Organizations | 7 096 | 9,46 | 337 | 9,77 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 16 402 | 4,09 | 780 | 4,14 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 22 495 | 1,26 | 1 069 | 1,42 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 12 827 | 0,89 | 610 | 1,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 42 007 | 85,03 | 1 997 | 85,42 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 672 813 | 3,47 | 31 864 | 3,47 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 31 209 | 1,82 | 1 475 | 1,31 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 26 546 | 1 262 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 62 354 | 4,45 | 2 964 | 4,59 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 68 635 | 3,56 | 3 263 | 3,69 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 4 476 | 211 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6 543 | 1,73 | 311 | 1,97 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1 846 | 88 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 192 | 2,67 | 57 | 1,82 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 6 730 | 0,01 | 320 | 0,00 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 16 904 | 1,45 | 804 | 1,52 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8 498 | 2,57 | 404 | 2,54 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7 110 | 7,03 | 338 | 7,30 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1 614 | 103,53 | 77 | 105,41 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 426 659 | 4,46 | 20 283 | 5,48 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 19 232 | 31,91 | 1 | |||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 9 917 | 6,41 | 471 | 6,56 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 7 715 | 16,12 | 367 | 16,19 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 7 385 | 3,74 | 351 | 4,15 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 251 838 | 5,77 | 11 972 | 5,91 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 11 698 | 556 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 14 341 | 1,29 | 682 | 1,34 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8 388 | 41,00 | 399 | 41,13 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 618 907 | 0,22 | 29 423 | 0,35 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 5 449 | 1,66 | 259 | 1,97 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 192 527 | 2,04 | 9 153 | 4,25 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 12 586 | 598 | ||||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 23 864 | 0,46 | 1 134 | 0,62 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 57 872 | 2,58 | 2 751 | 2,73 | ||||
| 2025-08-11 | 13F | Anb Bank | 16 108 | 0,78 | 766 | 0,92 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 97 502 | 11,12 | 4 635 | 11,28 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 78 682 | 3,04 | 3 741 | 3,17 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 4 238 | 0 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 20 273 | 4,26 | 964 | 4,33 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 861 | 88 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 828 | 39 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 121 764 | 1,77 | 5 789 | 1,90 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 20 253 | 7,33 | 963 | 7,49 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 5 316 | 0,93 | 253 | 0,80 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 231 909 | 94,62 | 11 025 | 94,87 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 2 614 | 66 | ||||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 5 610 | 1,17 | 267 | 1,14 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 7 643 | 0,45 | 361 | 0,56 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 15 123 | 0,21 | 719 | 0,28 | ||||
| 2025-08-07 | 13F | PFG Advisors | 22 444 | 3,98 | 1 067 | 4,10 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 54 922 | 2,33 | 2 611 | 2,43 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 13 772 | 11,97 | 1 | |||||
| 2025-08-13 | 13F | Investment Counsel Co Of Nevada | 49 278 | 0,99 | 2 343 | 1,12 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 44 721 | 2 126 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 66 | 3 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 674 | 26,57 | 270 | 26,89 | ||||
| 2025-08-13 | 13F | Pictet Asset Management Holding SA | 21 016 | 67,99 | 999 | 68,47 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 193 823 | 2,95 | 9 214 | 3,09 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 70 592 | 1,26 | 3 356 | 1,39 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 24 679 | 3,69 | 1 173 | 3,81 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 377 333 | 2,01 | 18 | 0,00 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 20 098 | 21,63 | 950 | 21,05 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 307 | 15 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 4 804 | 228 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 4 804 | 228 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 7 019 | 13,48 | 334 | 13,65 | ||||
| 2025-07-25 | 13F | Gordian Advisors LLC | 4 370 | 208 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 39 424 | 0,35 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11 462 | 17,13 | 545 | 17,24 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 63 577 | 2,71 | 3 019 | 5,01 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 319 146 | 1,36 | 15 172 | 1,49 | ||||
| 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 | 7 578 | 5,48 | 360 | 7,16 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 5 330 | 6,92 | 253 | 7,20 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22 168 | 4,40 | 1 061 | 3,62 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 856 | 41 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5 134 | 244 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1 164 | 42,65 | 55 | 48,65 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 10 883 | 1,79 | 514 | 1,18 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 84 249 | 0,02 | 4 005 | 0,15 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 2 898 | 0,76 | 138 | 0,74 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 387 844 | 38,30 | 18 438 | 38,48 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 223 720 | 2,80 | 11 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 28 615 | 4,08 | 1 360 | 4,21 | ||||
| 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 | 1 644 | 6,89 | 78 | 9,86 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 5 690 | 3,17 | 271 | 3,45 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 451 | 0,89 | 21 | 0,00 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 58 569 | 1,04 | 2 784 | 1,16 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 20 213 | 961 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 738 | 5,88 | 35 | 6,06 | ||||
| 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 | 985 | 0,82 | 47 | 2,22 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 37 146 | 32,13 | 1 766 | 32,31 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 026 164 | 5,17 | 96 324 | 5,30 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 224 077 | 1,83 | 58 193 | 1,96 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 11 614 | 1,41 | 546 | 2,44 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 73 151 | 11,11 | 3 478 | 11,26 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 247 509 | 102,60 | 11 767 | 103,04 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 6 769 | 322 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 810 858 | 6,06 | 38 548 | 6,19 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 58 638 | 1,47 | 2 788 | 1,60 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 528 033 | 32,30 | 25 103 | 32,47 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 443 208 | 3,88 | 21 070 | 4,01 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 206 916 | 12,06 | 9 837 | 12,21 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 1 467 786 | 5,75 | 69 779 | 5,88 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 27 334 | 140,26 | 1 299 | 140,56 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 8 955 | 12,75 | 426 | 12,73 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 11 584 | 551 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 54 923 | 2,95 | 2 611 | 3,08 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 63 893 | 64,27 | 3 | 200,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 27 036 | 42,46 | 1 285 | 42,62 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5 | 0 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 17 124 | 0,12 | 814 | 0,25 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 138 303 | 13,21 | 6 575 | 13,34 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 5 747 | 273 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 23 593 | 7,31 | 1 122 | 7,48 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 853 302 | 11,06 | 88 106 | 11,20 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 134 354 | 7,06 | 6 387 | 7,20 | ||||
| 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 | 1 243 | 0,97 | 59 | 1,75 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 671 888 | 0,05 | 31 942 | 0,18 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 67 617 | 0,57 | 3 215 | 0,69 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 338 250 | 783,62 | 16 080 | 784,98 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 54 669 | 30,02 | 2 599 | 30,16 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 871 | 0,59 | 89 | 0,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 582 | 94,43 | 408 | 94,74 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 56 276 | 23,88 | 2 675 | 24,07 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 59 | 3 | ||||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 197 755 | 2,78 | 9 344 | 3,62 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 48 024 | 60,42 | 2 283 | 60,66 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5 329 | 3,90 | 253 | 6,30 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 16 816 | 143,67 | 799 | 144,34 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 195 734 | 1,90 | 9 207 | 1,99 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 14 438 | 30,24 | 686 | 30,42 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 705 | 54,16 | 81 | 55,77 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 10 412 | 6,67 | 495 | 6,70 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15 062 | 14,11 | 716 | 14,38 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 289 896 | 10,33 | 13 782 | 10,46 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 5 519 | 3,08 | 262 | 3,15 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 36 612 | 0,34 | 1 741 | 0,46 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 503 345 | 32,19 | 24 | 27,78 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 15 802 | 13,26 | 751 | 13,44 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 30 946 | 36,09 | 1 471 | 36,33 | ||||
| 2025-08-01 | 13F | Motco | 1 885 | 43,13 | 89 | 43,55 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 7 736 | 8,35 | 368 | 8,26 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 9 692 | 19,27 | 461 | 19,48 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 15 649 | 0,35 | 744 | 0,41 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 8 295 | 14,54 | 394 | 14,87 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 50 539 | 0,03 | 2 403 | 0,17 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1 428 397 | 23,69 | 68 | 24,07 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 728 | 89,09 | 35 | 88,89 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 5 436 | 258 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 66 229 | 2,09 | 3 149 | 2,21 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 33 323 | 20,73 | 1 584 | 20,92 | ||||
| 2025-06-26 | NP | EAOR - iShares ESG Aware Growth Allocation ETF | 187 527 | 0,04 | 8 898 | 1,59 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 8 506 | 3,43 | 404 | 3,59 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 5 050 | 2,10 | 240 | 2,56 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 52 725 | 80,29 | 2 507 | 80,55 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2070 Fund Institutional | 433 | 1,17 | 21 | 0,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 189 | 0 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 145 | 0,69 | 7 | 0,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 17 621 | 2,56 | 838 | 2,70 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1 161 | 55 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 143 | 346,46 | 102 | 359,09 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 61 412 | 21,22 | 2 920 | 21,37 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 84 375 | 12,63 | 3 977 | 11,84 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 17 106 | 0,33 | 813 | 1,88 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 68 224 | 3 243 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 149 015 | 3,08 | 7 083 | 3,21 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 7 283 | 346 | ||||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 63 331 | 126,41 | 3 011 | 126,66 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 48 098 | 1,71 | 2 287 | 1,83 | ||||
| 2025-08-14 | 13F | Fmr Llc | 245 539 | 11,48 | 11 673 | 11,62 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 19 676 | 68,21 | 935 | 68,47 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 7 492 | 1,49 | 356 | 1,71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 6 054 | 34,92 | 288 | 34,74 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 30 288 | 7,49 | 1 440 | 7,63 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 47 399 | 1,76 | 2 253 | 1,90 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 733 | 3,25 | 130 | 3,20 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 7 489 | 21,42 | 356 | 21,92 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 679 364 | 4,28 | 32 297 | 4,41 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 297 262 | 9,59 | 109 212 | 9,73 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 11 644 | 0,51 | 554 | 0,55 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 17 358 981 | 1,21 | 825 246 | 1,34 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 106 727 | 10,11 | 5 055 | 10,11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 126 858 | 32,05 | 6 031 | 32,23 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 38 278 | 13,16 | 1 820 | 13,26 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 7 067 | 22,33 | 336 | 22,26 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 722 | 30,80 | 34 | 30,77 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 12 058 | 1,31 | 573 | 1,42 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 10 593 | 39,53 | 504 | 39,72 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 28 745 | 111,53 | 1 367 | 112,77 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 10 016 | 67,35 | 476 | 67,61 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 21 715 | 3,61 | 1 032 | 3,72 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 127 850 | 46,79 | 6 078 | 46,96 | ||||
| 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 | 53 056 | 5,09 | 2 518 | 6,70 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 10 869 | 3,84 | 517 | 4,03 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 16 300 | 14,05 | 775 | 14,16 | ||||
| 2025-08-14 | 13F | UBS Group AG | 306 556 | 1,06 | 14 574 | 1,19 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 4 773 | 1,32 | 227 | 1,35 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 10 858 | 127,01 | 516 | 127,31 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 365 595 | 720,27 | 17 380 | 721,36 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 709 | 34 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6 635 | 315 | ||||||
| 2025-08-08 | 13F | eCIO, Inc. | 136 232 | 44,71 | 6 476 | 44,91 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 524 361 | 8,24 | 24 750 | 7,60 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 551 | 11,31 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 11 380 | 10,63 | 541 | 10,66 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 574 190 | 5,17 | 27 297 | 5,30 | ||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 38 995 | 7,43 | 1 851 | 9,85 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 11 168 | 11,38 | 531 | 11,34 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 4 962 | 235 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 291 | 86,29 | 61 | 90,63 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 215 374 | 3,60 | 10 239 | 3,73 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 39 285 | 10,41 | 1 868 | 10,54 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 18 341 | 56,81 | 872 | 56,94 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 4 699 | 0,11 | 223 | 0,45 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 130 634 | 6 210 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5 819 159 | 2,11 | 276 643 | 2,24 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 17 193 | 1,48 | 817 | 1,62 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 576 128 | 6,60 | 27 | 8,00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3 484 | 15,33 | 166 | 15,38 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 368 471 | 17 517 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 8 363 | 12,38 | 398 | 12,46 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 189 248 | 8 997 | ||||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 44 950 | 4,01 | 2 137 | 4,14 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 522 | 58,38 | 72 | 60,00 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 21 526 | 7,92 | 1 023 | 8,03 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 11 555 | 4,63 | 549 | 4,77 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5 212 | 47,57 | 248 | 50,61 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 41 171 | 0,72 | 1 957 | 0,88 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 10 110 | 3,66 | 481 | 3,67 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 202 298 | 0,13 | 9 617 | 0,26 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 237 327 | 8,06 | 11 283 | 8,20 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 557 | 0,91 | 26 | 0,00 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 5 098 | 10,44 | 242 | 10,50 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7 693 123 | 3,56 | 365 731 | 3,69 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 23 150 | 25,95 | 1 101 | 26,15 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 7 269 | 551,93 | 346 | 563,46 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 77 690 | 18,98 | 3 693 | 19,13 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 171 | 1,18 | 8 | 0,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 5 747 | 273 | ||||||
| 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 | 19 728 | 7,14 | 936 | 8,84 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 41 243 | 33,77 | 1 961 | 33,97 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 17 293 | 19,35 | 822 | 19,65 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 38 648 | 10,54 | 1 837 | 10,66 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 81 031 | 9,22 | 3 852 | 9,37 |
