Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF inkluderar rebel Financial LLC, Wealth Advisory Team LLC, Caliber Wealth Management, LLC / KS, Sound Stewardship, LLC, Midwest Trust Co, Richard P Slaughter Associates Inc, Ryan Investment Management, Inc., Western Wealth Management, LLC, Estate Counselors, LLC, Equita Financial Network, Inc., Neuberger Berman Group LLC, Weil Company, Inc., CAPROCK Group, Inc., Valmark Advisers, Inc., Washington Trust Bank, Brown Advisory Inc, Sandy Spring Bank, Westend Capital Management LLC, Twin Peaks Wealth Advisors, LLC, och Twin City Private Wealth, 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.
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 | Grand Wealth Management, Llc | 6 066 | 3,25 | 251 | 11,11 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 12 583 | 12,21 | 520 | 20,93 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 5 458 | 0,20 | 226 | 7,66 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 10 668 | 6,27 | 441 | 14,29 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 16 774 | 7,57 | 693 | 15,89 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 18 547 | 55,58 | 767 | 67,61 | ||||
| 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 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 6 802 | 4,52 | 281 | 12,85 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 255 762 | 7,05 | 10 565 | 14,92 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 114 100 | 0,78 | 4 716 | 8,44 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 23 372 | 11,64 | 966 | 20,02 | ||||
| 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 | ||||
| 2025-08-13 | 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 | Mml Investors Services, Llc | 27 304 | 4,05 | 1 | 0,00 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 17 443 | 0,50 | 721 | 8,11 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 6 562 | 0,29 | 271 | 7,97 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 16 337 | 0,58 | 675 | 8,35 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 16 739 | 9,39 | 692 | 17,72 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 5 135 | 212 | ||||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 409 | 13,30 | 0 | |||||
| 2025-07-18 | 13F | BSW Wealth Partners | 27 272 | 45,71 | 1 127 | 56,96 | ||||
| 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 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 209 753 | 2,26 | 8 669 | 10,04 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 135 | 2,40 | 171 | 9,68 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12 112 | 32,27 | 501 | 42,45 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 20 351 | 841 | ||||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 7 155 | 296 | ||||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 890 | 0,11 | 37 | 5,88 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5 377 | 222 | ||||||
| 2025-08-07 | 13F | Weil Company, Inc. | 5 995 | 248 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 17 165 | 7,14 | 709 | 15,28 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 10 276 | 14,24 | 425 | 22,90 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 58 195 | 11,72 | 2 405 | 20,25 | ||||
| 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 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 10 929 | 1,24 | 452 | 8,94 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 62 458 | 7,17 | 2 581 | 15,33 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 555 | 22,25 | 23 | 29,41 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 10 977 | 28,60 | 454 | 38,53 | ||||
| 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 | ||||
| 2025-07-22 | 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 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 29 294 | 21,80 | 1 211 | 31,09 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 25 699 | 0,16 | 1 062 | 7,82 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 9 046 | 0 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 849 | 33 | ||||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 3 621 | 0,14 | 150 | 7,97 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 74 054 | 3,32 | 3 061 | 11,19 | ||||
| 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 | ||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 467 | 19 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 260 921 | 1,37 | 10 784 | 9,07 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 055 | 8,14 | 126 | 16,67 | ||||
| 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 | ||||
| 2025-07-22 | 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 | ||||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 7 230 | 299 | ||||||
| 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 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 10 699 | 13,79 | 0 | |||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 465 | 0,22 | 19 | 11,76 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 59 689 | 0,37 | 2 467 | 7,97 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 131 818 | 13,31 | 5 448 | 21,93 | ||||
| 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 | ||||
| 2025-06-26 | 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 | ||||||
| 2025-08-06 | 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 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 542 273 | 8,28 | 22 412 | 16,52 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 108 | 46 | ||||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 8 039 | 14,60 | 332 | 23,42 | ||||
| 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 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 9 350 | 28,21 | 386 | 37,86 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 31 | 1 | ||||||
| 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 | ||||
| 2025-08-14 | 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 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 23 827 | 117,56 | 985 | 134,29 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 195 | 65,25 | 8 | 100,00 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 1 347 | 11,14 | 56 | 19,57 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 96 462 | 1,08 | 3 987 | 8,76 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 357 731 | 3,97 | 97 445 | 11,87 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 021 | 12,15 | 208 | 20,35 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 249 581 | 15,36 | 10 315 | 24,13 | ||||
| 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 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 161 907 | 4,16 | 6 692 | 12,08 | ||||
| 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 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 109 605 | 1,79 | 4 530 | 9,53 | ||||
| 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 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 8 387 | 0,32 | 347 | 7,79 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 60 172 | 2,45 | 2 487 | 10,24 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 6 275 | 1,92 | 241 | −6,59 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 76 119 | 7,52 | 3 146 | 15,70 | ||||
| 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 | ||||
| 2025-08-15 | 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 | ||||
| 2025-07-08 | 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 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 44 198 | 28,51 | 1 827 | 38,33 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1 299 | 0,46 | 54 | 8,16 | ||||
| 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 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 34 | 1 | ||||||
| 2025-07-21 | 13F | Quent Capital, LLC | 72 532 | 17,68 | 2 998 | 26,62 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 9 997 | 1,95 | 413 | 9,84 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 25 751 | 7,14 | 1 064 | 15,28 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 67 340 | 83,22 | 2 783 | 97,24 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 5 190 | 215 | ||||||
| 2025-07-23 | 13F | Dohj, Llc | 69 762 | 19,98 | 2 547 | 14,06 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 17 154 | 22,55 | 709 | 31,84 | ||||
| 2025-06-26 | NP | EAOR - iShares ESG Aware Growth Allocation ETF | 19 823 | 0,04 | 742 | −13,92 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 6 984 | 0,17 | 289 | 7,87 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 20 658 | 2,07 | 854 | 9,78 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 681 931 | 3,90 | 28 185 | 11,80 | ||||
| 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 | ||||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 19 401 | 17,01 | 802 | 25,94 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 21 808 | 0,66 | 901 | 8,29 | ||||
| 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 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 737 | 576,15 | 30 | 650,00 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 247 293 | 11,31 | 10 221 | 19,77 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 8 136 | 32,90 | 336 | 42,98 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 29 999 | 0,27 | 1 240 | 7,83 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2070 Fund Institutional | 3 057 | 0,63 | 114 | −13,64 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 4 895 | 202 | ||||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 22 941 | 11,97 | 948 | 20,61 | ||||
| 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 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 12 220 | 14,40 | 505 | 23,17 | ||||
| 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 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 11 128 | 460 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 783 094 | 4,49 | 73 695 | 12,44 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 88 908 | 9,18 | 3 673 | 17,20 | ||||
| 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 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 8 029 | 332 | ||||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 77 552 | 12,57 | 3 205 | 21,13 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 9 031 | 20,22 | 373 | 29,51 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 6 511 | 269 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 109 489 | 3,31 | 4 525 | 11,18 | ||||
| 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 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 41 | 2 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 457 762 | 2,61 | 18 919 | 10,40 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 204 873 | 127 945,62 | 8 467 | 141 016,67 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 156 739 | 47,89 | 6 478 | 59,16 | ||||
| 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 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 13 079 | 0,10 | 541 | 7,78 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 499 023 | 3,07 | 61 955 | 10,90 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 119 225 | 7,75 | 5 062 | 19,11 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 20 095 | 831 | ||||||
| 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 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 880 000 | 10,00 | 36 370 | 18,36 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 473 | 7,74 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 467 | 74,91 | 19 | 72,73 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 102 639 | 260,00 | 4 242 | 287,40 | ||||
| 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 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 54 826 | 2 266 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 636 | 15,43 | 26 | 23,81 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 28 645 | 44,13 | 1 | |||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 6 507 | 269 | ||||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 57 977 | 3,09 | 2 396 | 10,93 | ||||
| 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 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 11 752 | 3,46 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 5 710 | 219 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 1 747 178 | 7,29 | 72 | 16,13 | ||||
| 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 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 17 050 | 0,92 | 705 | 8,64 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 5 000 | 207 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 126 | 5 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 10 197 | 7,87 | 421 | 15,98 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 140 702 | 5,60 | 5 815 | 13,64 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 36 617 | 0,76 | 1 575 | 13,48 |
