Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares ESG Aware MSCI USA ETF inkluderar Ryan Investment Management, Inc., Duncan Williams Asset Management, LLC, XY Planning Network, Inc., FC Advisory LLC, Midwest Trust Co, North Berkeley Wealth Management, LLC, Estate Counselors, LLC, Precision Wealth Strategies, LLC, Compass Investment Advisers LLC, Semitam Bonam Llc, Financial Services Advisory Inc, Tradewinds, LLC., Total Clarity Wealth Management, Inc., Chesapeake Wealth Management, Black Diamond Financial, LLC, Martin Worley Group, Schwallier Wealth Management LLC, Hilltop Holdings Inc., Carnegie Capital Asset Management, LLC, och MeadowBrook Investment Advisors LLC .
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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Spinnaker Trust | 41 293 | 5,12 | 5 587 | 16,67 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 31 | 3,33 | 4 | 33,33 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 17 414 | 8,82 | 2 356 | 20,82 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 4 767 | 0,80 | 645 | 11,81 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 1 802 | 244 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 558 | 0,18 | 75 | 11,94 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 1 522 | 206 | ||||||
| 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 | 16 371 | 16,00 | 1 982 | 6,22 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 2 940 | 71,13 | 398 | 89,95 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 7 942 | 0,06 | 1 075 | 11,07 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 685 | 756,25 | 88 | 877,78 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 19 808 | 1,98 | 2 680 | 13,22 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 8 981 | 0,18 | 1 242 | 13,64 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 18 339 | 15,64 | 2 464 | 28,15 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 2 133 | 289 | ||||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 7 225 | 45,46 | 978 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 2 770 | 2,03 | 375 | 13,33 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 7 198 | 11,74 | 1 002 | 33,82 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 51 431 | 8,25 | 7 110 | 22,74 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 1 933 | 262 | ||||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 3 928 | 1,71 | 531 | 12,98 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 16 389 | 0,07 | 2 217 | 11,07 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 12 220 | 4,10 | 1 653 | 15,51 | ||||
| 2025-08-14 | 13F | Fmr Llc | 229 153 | 78,32 | 31 004 | 97,91 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 3 537 | 1,00 | 479 | 12,21 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 4 745 | 0,32 | 642 | 11,28 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 4 834 | 0,25 | 654 | 11,41 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 3 845 | 520 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 4 320 | 4,58 | 584 | 16,10 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 7 678 | 2,95 | 1 039 | 14,19 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 2 529 | 0,96 | 342 | 12,13 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 271 | 16,50 | 172 | 29,55 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 363 | 10,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 307 309 | 2,61 | 41 579 | 13,88 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 87 477 | 24,41 | 11 894 | 38,77 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 2 195 | 10,58 | 297 | 22,82 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 1 618 | 224 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 1 575 | 213 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 5 348 | 0,19 | 724 | 11,23 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 41 026 | 406,31 | 5 551 | 462,31 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 38 336 | 28,54 | 5 187 | 42,67 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 12 950 | 6,76 | 1 752 | 18,54 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 17 988 | 8,34 | 2 434 | 20,21 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 257 | 37,43 | 31 | 29,17 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6 149 | 3,90 | 832 | 15,26 | ||||
| 2025-08-07 | 13F | Acadian Asset Management Llc | 134 400 | 449,85 | 18 | 800,00 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 2 290 | 1,87 | 310 | 12,77 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 2 623 | 1,47 | 355 | 12,38 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 4 339 | 0,25 | 587 | 11,39 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 308 867 | 0,06 | 41 789 | 11,05 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 100 000 | 13 530 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 18 393 | 0,41 | 2 489 | 11,47 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 274 | 172 | ||||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 3 217 | 0,19 | 435 | 11,25 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 4 042 | 60,78 | 547 | 69,04 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 662 408 | 0,19 | 89 624 | 11,20 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 171 | 23 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 12 086 | 0,76 | 1 635 | 11,83 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 12 400 | 14,92 | 1 678 | 27,53 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 4 182 812 | 7,46 | 565 935 | 19,26 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 3 944 | 3,19 | 534 | 14,62 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 18 304 | 17,41 | 2 571 | 36,48 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 444 | 0,14 | 195 | 11,43 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 3 440 | 0,94 | 465 | 12,05 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 2 133 | 286 | ||||||
| 2025-07-09 | 13F | OLIO Financial Planning | 8 172 | 1,92 | 1 106 | 13,10 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 14 982 | 5,83 | 2 027 | 17,51 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 31 453 | 0,57 | 4 256 | 11,62 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 1 501 | 203 | ||||||
| 2025-07-10 | 13F | Financial Management Network Inc | 2 975 | 11,30 | 406 | 38,57 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 1 281 | 12,66 | 173 | 25,36 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 17 717 | 1,35 | 2 397 | 12,48 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 741 | 100 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 14 319 | 1,25 | 1 937 | 12,35 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 1 015 | 0,20 | 137 | 11,38 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5 554 | 13,93 | 751 | 26,43 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 7 513 | 1 017 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 14 675 | 14,27 | 1 986 | 26,84 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4 452 | 2,94 | 602 | 14,23 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 796 | 3,92 | 108 | 15,05 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 175 932 | 0,11 | 23 804 | 11,10 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 549 367 | 3,56 | 74 329 | 14,93 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 181 700 | 59,63 | 24 584 | 77,17 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 126 | 11,50 | ||||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 3 532 | 0,26 | 478 | 11,19 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 12 186 | 0,59 | 1 649 | 11,65 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 1 711 | 232 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 5 987 | 810 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 1 555 | 210 | ||||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 33 974 | 31,22 | 4 597 | 45,63 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 5 138 | 0,12 | 695 | 11,20 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 3 930 | 0,26 | 532 | 11,32 | ||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 1 612 | 0,25 | 218 | 5,83 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 22 615 | 48,48 | 3 060 | 64,82 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 2 227 | 28,88 | 0 | |||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 278 413 | 1,64 | 37 669 | 12,81 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 3 298 | 1,26 | 446 | 12,34 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 64 424 | 10,90 | 8 717 | 23,07 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 3 069 | 0,33 | 424 | 13,98 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 116 | 16 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 122 | 158 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 338 | 125,33 | 46 | 150,00 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 24 257 | 0,84 | 3 282 | 11,94 | ||||
| 2025-08-11 | 13F | Eq Llc | 3 346 | 14,24 | 453 | 26,61 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2 679 | 0,30 | 362 | 11,38 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 220 | 1,38 | 30 | 11,54 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 2 077 | 17,94 | 281 | 31,31 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 2 839 | 0,85 | 384 | 11,95 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 2 625 | 355 | ||||||
| 2025-08-12 | 13F | Choate Investment Advisors | 53 | 7 | ||||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 3 947 | 2,97 | 534 | 14,35 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3 057 | 6,81 | 414 | 18,34 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 1 866 | 1,19 | 252 | 12,50 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 11 748 | 261,92 | 432 | 9,37 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 76 284 | 0,26 | 10 321 | 11,28 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 12 861 | 2,05 | 1 740 | 13,28 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 10 425 | 11,45 | 1 421 | 24,65 | ||||
| 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 | 40 376 | 10,45 | 4 889 | 1,12 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 420 | 15,38 | 51 | 10,87 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 3 700 | 501 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 9 893 | 1 339 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 10 617 | 0,09 | 1 437 | 11,06 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 2 492 | 337 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 1 537 | 208 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 15 944 | 0,03 | 2 157 | 11,01 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 3 044 | 2,91 | 412 | 14,17 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 146 | 20 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 87 413 | 0,47 | 11 827 | 11,50 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 2 442 | 0,33 | 330 | 11,49 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 2 347 | 318 | ||||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 18 394 | 57,03 | 2 489 | 74,23 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 35 412 | 0,02 | 4 791 | 5,07 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 335 | 35,08 | 45 | 46,67 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 650 | 21,22 | 494 | 34,33 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7 412 | 12,76 | 1 003 | 25,09 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 5 082 | 688 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 2 342 414 | 7,76 | 316 929 | 19,60 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 96 073 | 0,19 | 13 | 9,09 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 215 578 | 10,32 | 299 768 | 22,44 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 6 741 | 0,55 | 912 | 11,63 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 5 692 | 0,18 | 770 | 11,27 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 50 838 | 0,57 | 6 878 | 11,62 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 362 | 7,14 | 455 | 18,85 | ||||
| 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 | 29 385 | 11,04 | 3 558 | 1,66 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 2 704 | 366 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 13 124 | 2,82 | 1 776 | 14,15 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 11 035 | 5,16 | 1 493 | 16,73 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 18 669 | 2,79 | 2 526 | 14,05 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 16 319 | 13,85 | 2 208 | 26,33 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 205 | 3,02 | 28 | 12,50 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 2 936 | 378 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 659 | 137,05 | 89 | 169,70 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 950 921 | 4,79 | 128 660 | 16,30 | ||||
| 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 | 20 302 | 7,59 | 2 458 | −1,48 | ||||
| 2025-07-31 | 13F | Prudent Man Advisors, LLC | 72 521 | 1,78 | 9 812 | 12,96 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 7 783 | 0,67 | 1 053 | 11,68 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 1 900 | 228 | ||||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 4 393 | 42,17 | 594 | 57,98 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 269 | 63,03 | 36 | 80,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 15 723 | 36,91 | 2 127 | 51,93 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 31 225 | 8,86 | 4 225 | 20,82 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 26 103 | 691,48 | 3 532 | 778,36 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 18 799 | 63,00 | 2 544 | 80,87 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 36 249 | 8,03 | 4 905 | 19,90 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 1 919 | 0,37 | 260 | 11,16 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 46 298 | 31 829,66 | 6 264 | 36 747,06 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 64 263 | 1,40 | 8 695 | 12,54 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 35 113 | 8,56 | 4 751 | 20,50 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 4 248 | 0,02 | 575 | 11,03 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 911 | 27,77 | 1 206 | 41,76 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 15 820 | 0,19 | 2 140 | 11,23 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 3 367 | 5,48 | 456 | 16,97 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 172 102 | 9,17 | 23 285 | 21,16 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 2 369 | 11,64 | 321 | 24,03 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 149 | 17,32 | 20 | 33,33 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 283 | 4,92 | 0 | |||||
| 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 | 30 616 | 7,09 | 3 707 | −1,98 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 21 414 | 5,44 | 2 897 | 17,05 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 22 846 | 3,37 | 3 | 50,00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 16 295 | 51,31 | 2 205 | 67,99 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2 552 | 16,80 | 345 | 29,70 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 2 317 | 0,26 | 313 | 11,39 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 9 340 | 0,86 | 1 264 | 11,97 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 12 266 | 1,33 | 1 660 | 12,47 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 746 | 101 | ||||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 7 622 | 2,35 | 1 031 | 13,67 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 5 126 | 22,05 | 625 | 15,34 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 3 544 | 480 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 10 936 | 3,69 | 1 480 | 15,10 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 2 309 | 23,74 | 312 | 37,44 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 10 102 | 131,91 | 1 357 | 157,01 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 81 260 | 0,98 | 10 994 | 12,07 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 14 786 | 2 | ||||||
| 2025-09-10 | 13F | WT Wealth Management | 29 984 | 10,11 | 4 057 | 22,21 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4 913 | 7,67 | 665 | 19,42 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 6 975 | 0,71 | 965 | 13,93 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 6 463 | 15,47 | 874 | 28,15 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 1 609 | 219 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 2 701 | 60,68 | 366 | 78,05 | ||||
| 2025-08-01 | 13F | Motco | 1 393 | 43,46 | 193 | 62,71 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 4 344 | 17,22 | 1 | |||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 1 650 | 223 | ||||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 1 893 | 256 | ||||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 3 424 | 7,23 | 463 | 19,02 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 56 798 | 3,83 | 7 685 | 15,24 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 28 267 | 2,39 | 3 824 | 13,64 | ||||
| 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 | 13 101 | 0,41 | 1 586 | −8,06 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 407 | 8,48 | 0 | |||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 70 855 | 2,10 | 9 587 | 13,31 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 87 900 | 1,16 | 11 893 | 12,26 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 99 | 13 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 3 984 | 27,49 | 539 | 41,47 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 1 577 | 213 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 5 405 | 5,01 | 731 | 16,59 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 2 683 | 3,11 | 0 | |||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 10 615 | 19,27 | 1 436 | 32,47 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 1 915 | 259 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 2 949 | 399 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 534 | 16,85 | 0 | |||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 11 332 | 6,33 | 1 533 | 18,01 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 5 603 | 2,26 | 1 | |||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1 565 | 212 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 1 676 | 227 | ||||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 9 363 | 90,54 | 1 267 | 111,35 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1 648 | 223 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 125 868 | 0,11 | 17 030 | 11,10 | ||||
| 2025-06-26 | NP | EAOR - iShares ESG Aware Growth Allocation ETF | 66 067 | 0,04 | 7 999 | −8,42 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 3 754 | 2,32 | 508 | 13,42 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 8 685 | 5,32 | 1 175 | 16,92 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2070 Fund Institutional | 8 766 | 5,95 | 1 061 | −3,02 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 14 882 | 32,34 | 2 014 | 46,93 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 11 169 | 2,29 | 1 511 | 13,52 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 48 636 | 1,14 | 6 580 | 8,98 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 3 733 | 0,24 | 505 | 11,48 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 3 843 | 520 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 5 259 | 0,96 | 712 | 11,97 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 1 674 | 226 | ||||||
| 2025-07-17 | 13F | ERn Financial, LLC | 7 284 | 0,69 | 986 | 11,80 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 2 063 | 8,92 | 279 | 21,30 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 59 457 | 27,95 | 8 045 | 41,99 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 11 956 | 1 618 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1 862 | 9,21 | 252 | 21,26 | ||||
| 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 | 42 047 | 3,85 | 5 091 | −4,91 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 7 415 | 0,76 | 1 003 | 10,58 | ||||
| 2025-08-14 | 13F | Betterment LLC | 3 840 238 | 12,47 | 520 | 24,76 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 3 312 | 83,39 | 449 | 104,09 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 27 681 | 2,46 | 3 745 | 13,73 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 98 591 | 0,06 | 13 | 8,33 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 48 298 | 8,53 | 6 535 | 20,44 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 23 716 | 4,35 | 3 209 | 15,81 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 16 863 | 0,02 | 2 282 | 11,00 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 10 330 | 68,38 | 1 398 | 87,01 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 541 | 15,44 | 885 | 28,26 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 12 200 | 1 651 | ||||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 96 | 10,34 | 13 | 20,00 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 4 294 | 581 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 8 457 | 24,61 | 1 144 | 38,33 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 209 748 | 2,21 | 28 647 | 14,51 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 10 891 | 6,96 | 1 474 | 18,69 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 422 | 57 | ||||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 1 609 | 218 | ||||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 6 111 | 0,25 | 827 | 6,31 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 20 303 | 0,25 | 2 747 | 11,30 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 17 262 | 0,02 | 2 336 | 10,98 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 4 815 | 0,04 | 572 | −7,90 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 18 275 | 7,47 | 2 473 | 19,31 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 6 428 | 870 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 2 353 | 7,39 | 318 | 19,10 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 40 356 | 10,00 | 5 460 | 22,09 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 1 815 | 246 | ||||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 694 149 | 0,18 | 93 918 | 11,19 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 3 827 | 0,16 | 518 | 11,18 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 4 607 | 0,39 | 622 | 18,74 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 117 | 16 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 6 747 | 1,06 | 913 | 12,18 | ||||
| 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 | 15 380 | 13,16 | 1 862 | 3,62 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 229 766 | 22,55 | 31 087 | 36,01 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 355 602 | 16,13 | 48 113 | 28,89 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 2 525 401 | 5,20 | 342 | 16,78 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 2 562 | 35,56 | 346 | 48,07 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 43 810 | 28,43 | 5 928 | 42,54 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 11 | 450,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 219 | 54,42 | 300 | 71,43 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 14 080 | 12,19 | 1 905 | 24,53 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 1 600 | 0,19 | 216 | 11,34 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 7 813 | 1,67 | 1 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 7 669 | 0,33 | 1 038 | 11,39 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 6 570 | 18,10 | 889 | 30,97 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 6 274 672 | 7,43 | 843 976 | 18,53 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 1 535 | 208 | ||||||
| 2025-08-14 | 13F | FC Advisory LLC | 4 608 | 623 | ||||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 55 886 | 6,00 | 7 561 | 17,64 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 258 750 | 302,69 | 35 009 | 346,93 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 3 809 | 0,69 | 515 | 11,71 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 2 607 | 0,04 | 353 | 11,04 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 6 030 | 3,45 | 816 | 14,79 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 11 997 | 0,41 | 1 623 | 11,47 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 24 157 | 90,00 | 3 268 | 110,84 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 11 278 | 34,61 | 1 526 | 49,36 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 3 554 | 4,87 | 481 | 16,22 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 179 345 | 2,46 | 24 265 | 13,71 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 64 235 | 9,43 | 8 691 | 21,44 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 22 | 3 | ||||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 3 259 | 37,74 | 441 | 52,78 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 1 529 | 207 | ||||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 332 448 | 1,84 | 44 980 | 13,02 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 25 429 | 3,85 | 3 441 | 15,24 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 122 366 | 2,20 | 16 556 | 13,43 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13 632 | 15,56 | 1 844 | 28,23 | ||||
| 2025-08-14 | 13F | Banco BTG Pactual S.A. | 10 650 | 36,54 | 1 441 | 51,58 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 19 248 | 57,00 | 2 604 | 74,30 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 59 470 | 3,51 | 8 046 | 14,88 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5 176 | 28,50 | 695 | 42,42 | ||||
| 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 | 36 924 | 13,60 | 4 471 | 4,00 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 288 800 | 7,04 | 39 075 | 19,09 |
