Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Core International Aggregate Bond ETF inkluderar BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES, Janney Montgomery Scott LLC, BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES, BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES, Foundations Investment Advisors, LLC, Nationwide Fund Advisors, BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES, JB Capital LLC, Stifel Financial Corp, BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I, Silphium Asset Management Ltd, KTRAX - DWS Global Income Builder Fund Class A, Tiaa Trust, National Association, Austin Private Wealth, LLC, Sharkey, Howes & Javer, Steel Peak Wealth Management LLC, Icon Wealth Advisors, LLC, High Falls Advisors, Inc, Horst & Graben Wealth Management LLC, och Integrity Alliance, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 53 249 | 2 720 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 38 034 | 596,21 | 1 943 | 611,72 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 478 563 | 24 450 | ||||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 12 076 | 617 | ||||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 50 028 | 2 556 | ||||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 4 495 | 230 | ||||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 17 011 | 869 | ||||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 6 271 | 320 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 8 463 | 432 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 211 | 11 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 20 249 392 | 64,14 | 1 034 541 | 67,76 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 47 | 2 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 280 810 | 10 879,94 | 65 | |||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 55 149 | 2 818 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 20 911 | 937,25 | 1 068 | 968,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9 840 | 503 | ||||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 150 601 | 7 694 | ||||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 38 314 | 1 957 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 12 185 | 623 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2 639 | 135 | ||||||
| 2025-07-07 | 13F | RDA Financial Network | 12 774 | 653 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 6 956 | 30,85 | 355 | 33,96 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 52 | 3 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 861 598 | 8,62 | 44 019 | 11,01 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2 970 | 4 142,86 | 152 | 4 933,33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 113 479 | 43,63 | 5 798 | 46,80 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 23 783 | 1 215 | ||||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 287 | 15 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 722 609 | 12 542,07 | 88 | |||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 217 | 11 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 10 454 | 534 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 68 695 | 2 535,02 | 3 510 | 2 599,23 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 22 729 | 1 161 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 269 | 14 | ||||||
| 2025-07-23 | 13F | True Vision MN LLC | 56 352 | 2 879 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 124 745 | 8,73 | 6 373 | 11,12 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 282 375 | 14 427 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 56 404 | 24,06 | 2 882 | 26,97 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 3 | 0 | ||||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 320 466 | 11,46 | 16 373 | 13,91 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | 0 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 15 324 | 43,48 | 783 | 46,72 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 188 | 18,99 | 10 | 28,57 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 92 696 | 55,44 | 4 731 | 58,71 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 528 648 | 7 488,98 | 27 009 | 7 660,92 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 92 | 5 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 730 909 | 418,43 | 88 432 | 429,85 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 8 690 | 444 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 16 148 | 1 157,63 | 825 | 1 189,06 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 590 876 | 14,29 | 30 | 20,00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 27 618 | 6,08 | 1 411 | 8,38 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 31 106 | 20,99 | 1 555 | 21,12 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 16 561 | 846 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 275 | 4,17 | 65 | 6,56 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 13 801 | 705 | ||||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 19 026 | 3,58 | 972 | 5,88 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 40 513 | 2 070 | ||||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 5 899 | 301 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 34 | 2 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 23 379 | 1 194 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 8 095 089 | 687,78 | 413 578 | 705,13 | ||||
| 2025-08-07 | 13F | PFG Advisors | 71 242 | 170,80 | 3 640 | 176,73 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 463 616 | 423,49 | 23 686 | 435,04 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 5 819 | 297 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 11 578 | 9,35 | 592 | 11,72 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 45 309 | 142,89 | 2 315 | 148,28 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 28 027 | 1 432 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 68 208 | 40,65 | 3 485 | 43,73 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 49 501 | 1 491,67 | 2 529 | 1 531,61 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 113 | 6 | ||||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 68 246 | 29,66 | 3 487 | 32,50 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 148 243 | 7 574 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 169 830 | 8 677 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 180 948 | 208,16 | 9 245 | 214,96 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 43 023 | 2 192 | ||||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 24 610 | 15,76 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 65 636 | 3 353 | ||||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 18 955 | 271,08 | 968 | 279,61 | ||||
| 2025-08-07 | 13F | Nwam Llc | 21 248 | 90,53 | 1 083 | 94,25 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A | 61 132 | 3 123 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 721 527 | 4,93 | 36 863 | 7,24 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 25 905 | 1 324 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 29 540 | 1 509 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 21 353 | 1 094 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 522 072 | 6,97 | 26 098 | 8,06 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 12 846 | 656 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 817 385 | 43,39 | 41 759 | 46,53 | ||||
| 2025-07-24 | 13F | Eastern Bank | 108 | 100,00 | 6 | 150,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 403 293 | 427,25 | 20 604 | 438,95 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 55 625 | 14,01 | 2 844 | 16,61 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 943 287 | 48 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 11 086 | 566 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 13 941 | 712 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 20 073 | 0,19 | 1 026 | 2,40 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 138 457 | 7 074 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 7 387 | 377 | ||||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 714 668 | 20,20 | 36 512 | 23,02 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 21 881 | 1 118 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 2 245 717 | 1,68 | 114 734 | 3,92 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 284 303 | 3 393,95 | 14 525 | 3 477,59 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 243 947 | 7,92 | 12 463 | 10,30 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 44 191 | 2 258 | ||||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 18 140 | 927 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 313 146 | 47,01 | 15 977 | 49,50 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 1 772 843 | 31,54 | 90 575 | 34,44 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 72 707 | 3 715 | ||||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 4 493 | 230 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 11 257 | 575 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 25 866 | 337,30 | 1 321 | 347,80 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 11 101 | 567 | ||||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 7 625 | 390 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 298 | 2 028,57 | 0 | |||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 126 629 | 2,96 | 6 | 0,00 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 7 722 | 25,74 | 395 | 28,34 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 139 | 7 | ||||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I 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 | 382 299 | 19 532 | ||||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 51 315 | 10,55 | 2 622 | 12,97 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 69 731 | 3 563 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 153 329 | 7 834 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 62 698 | 3 203 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 60 661 | 3 099 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 6 517 | 333 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 16 237 | 6,81 | 829 | 9,08 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 180 687 | 7,66 | 9 231 | 10,04 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1 579 | 81 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 565 990 | 28 916 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 2 847 | 145 | ||||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 6 615 | 2,48 | 337 | 4,66 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 18 269 | 65,74 | 933 | 69,45 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 14 547 159 | 0,73 | 743 214 | 2,95 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 177 954 | 3,24 | 9 092 | 5,51 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 10 874 | 556 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 20 203 | 5,01 | 1 032 | 7,39 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 10 084 | 0,10 | 515 | 2,39 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 156 759 | 1,07 | 8 009 | 3,29 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 4 735 | 0,25 | 242 | 2,12 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5 120 | 47,30 | 262 | 50,87 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 46 792 | 2 391 | ||||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 93 723 | 4 788 | ||||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 7 388 | 378 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 60 069 | 772,97 | 3 069 | 794,46 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 576 | 15,20 | 0 | |||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 47 292 | 2 416 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3 331 | 170 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 21 033 179 | 2 650,35 | 1 074 532 | 2 710,77 | ||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 127 662 | 6 522 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 41 820 | 112 927,03 | 2 137 | 213 500,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 89 000 | 4 547 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 284 771 | 14 487 | ||||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 74 300 | 3 796 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 21 156 | 1 081 | ||||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 504 979 | 25 799 | ||||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 9 526 | 487 | ||||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 29 802 | 4,32 | 1 523 | 6,58 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 3 786 | 193 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 4 353 | 7,19 | 222 | 9,36 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 5 006 | 256 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 11 702 | 598 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 7 852 | 7,27 | 401 | 9,86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 507 288 | 115,83 | 25 917 | 120,59 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 7 732 | 69,56 | 395 | 74,01 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 89 195 | 3,72 | 4 557 | 5,98 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 311 925 | 88,71 | 15 937 | 92,86 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 19 949 | 1 019 | ||||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 7 419 | 379 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 42 414 | 3 282,30 | 2 167 | 3 393,55 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 120 272 | 6 145 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 25 006 | 201,50 | 1 278 | 208,45 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 4 963 | 254 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7 367 | 93,11 | 376 | 97,89 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 814 | 238,43 | 93 | 253,85 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 735 | 0,41 | 89 | 2,33 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 10 551 | 539 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6 067 | 310 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 17 956 | 917 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 7 447 | 4,92 | 380 | 7,34 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7 318 | 373 | ||||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 28 990 | 1 481 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 34 082 | 2,43 | 1 741 | 4,69 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 43 907 | 1,81 | 2 243 | 4,08 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 26 963 | 1 378 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 6 835 | 349 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 420 234 | 2 165,66 | 21 470 | 2 215,97 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 27 463 | 1 403 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 4 236 | 216 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 283 235 | 14 470 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3 040 | 155 | ||||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 569 872 | 29 115 | ||||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 4 499 | 230 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2 195 945 | 112 191 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 36 509 | 1 865 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 13 069 | 7,39 | 1 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 1 759 | 1,21 | 90 | 3,49 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 20 056 | 10,60 | 1 025 | 13,02 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 29 787 | 1 522 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 4 264 | 218 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 78 106 | 3 990 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 14 992 | 766 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 30 614 | 15,50 | 1 564 | 18,04 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3 701 | 26,70 | 189 | 29,45 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 511 823 | 51,58 | 26 149 | 54,92 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 248 932 | 75,24 | 12 718 | 79,09 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 10 181 | 9,76 | 520 | 12,31 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9 803 | 673,11 | 501 | 693,65 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 6 535 | 334 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 52 933 | 2 704 | ||||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 5 033 | 252 | ||||||
| 2025-06-23 | NP | AOK - iShares Core Conservative Allocation ETF | 1 306 363 | 3,99 | 66 389 | 5,40 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 033 652 | 6,97 | 52 809 | 9,33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 237 739 | 254,21 | 165 416 | 262,01 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 48 | 2 | ||||||
| 2025-08-08 | 13F | Creative Planning | 131 300 | 1 927,49 | 6 708 | 1 976,78 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 15 030 | 29,23 | 768 | 30,22 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 23 853 | 1 219 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 259 | 13 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 14 014 | 714 | ||||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 45 632 | 31,03 | 2 324 | 33,56 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 5 666 | 3,19 | 289 | 5,47 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 37 432 | 8,90 | 1 912 | 11,29 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 245 792 | 3,51 | 12 557 | 5,79 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 4 132 | 1,65 | 211 | 3,94 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 142 185 | 5,21 | 7 264 | 7,54 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 298 | 2 028,57 | 15 | |||||
| 2025-08-13 | 13F | Nyl Investors Llc | 325 608 | 0,59 | 16 635 | 2,81 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 6 903 | 352 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 9 943 | 0,46 | 508 | 2,63 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 54 028 | 199,54 | 2 760 | 206,33 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 199 478 | 1,11 | 10 191 | 3,34 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10 061 | 514 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 870 | 2 189,47 | 44 | 4 300,00 | ||||
| 2025-07-10 | 13F | Stonekeep Investments, LLC | 46 567 | 0,57 | 2 379 | 2,81 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 25 905 | 62,81 | 1 324 | 66,42 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 824 028 | 440,11 | 42 100 | 452,05 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 305 121 | 3,25 | 15 589 | 5,52 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 64 176 | 16,79 | 3 279 | 19,37 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 78 609 | 4 016 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 78 344 | 2,24 | 4 003 | 4,49 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 14 822 | 2,71 | 757 | 4,99 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 192 344 | 72,48 | 9 827 | 76,28 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 550 506 | 14,17 | 28 125 | 16,85 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 27 140 | 1 387 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 33 722 | 1 715 | ||||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 5 797 | 296 | ||||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 16 187 | 15,94 | 827 | 18,51 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 47 | 2 | ||||||
| 2025-07-24 | 13F | Nationwide Fund Advisors | 529 227 | 27 038 | ||||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 4 345 | 222 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 122 963 | 3,70 | 6 282 | 5,99 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 19 333 | 988 | ||||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 16 122 | 824 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 121 878 | 27,24 | 6 235 | 30,22 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 14 830 | 758 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 122 629 | 6 265 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 2 360 | 0,81 | 121 | 2,56 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 115 504 | 19,48 | 5 901 | 22,12 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 6 773 | 346 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 168 275 | 8 597 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4 869 | 249 | ||||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 81 562 | 4 167 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 14 907 | 762 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 194 590 | 9 942 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 5 491 | 281 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 13 321 | 27,19 | 681 | 30,02 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 35 746 | 1 824 | ||||||
| 2025-04-10 | 13F | Bremer Bank National Association | 13 581 | 5,40 | 679 | 5,44 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 53 727 | 2 745 | ||||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 5 180 | 7,42 | 265 | 9,54 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 88 412 | 4 517 | ||||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 50 912 | 2 601 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 99 724 | 5 095 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 998 108 | 24,74 | 50 993 | 27,51 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 400 | 20 | ||||||
| 2025-08-14 | 13F | Prudent Investors Network | 618 366 | 2,71 | 31 592 | 4,97 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 33 179 | 1 695 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 13 801 | 705 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 20 612 | 1 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 123 980 | 6 334 | ||||||
| 2025-06-23 | NP | AOM - iShares Core Moderate Allocation ETF | 2 592 657 | 2,44 | 131 759 | 3,83 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 94 964 | 19,96 | 4 852 | 22,59 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 5 032 | 257 | ||||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I | 5 908 | 7,91 | 302 | 10,26 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 272 522 | 615,62 | 14 | 1 200,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6 734 | 58,63 | 344 | 62,26 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 35 397 | 1 803 | ||||||
| 2025-08-11 | 13F | Theory Financial Llc | 34 123 | 1 742 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 4 872 | 343 | ||||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 12 985 | 1,46 | 663 | 3,76 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 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 | 811 464 | 41 458 | ||||||
| 2025-08-12 | 13F | GDS Wealth Management | 718 006 | 4,44 | 36 683 | 6,74 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 6 116 | 312 | ||||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I | 21 344 | 5,53 | 1 090 | 7,81 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 121 674 | 157,06 | 6 216 | 162,72 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 252 039 | 9 889,66 | 12 877 | 10 119,05 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 26 688 | 1 363 | ||||||
| 2025-06-23 | NP | AOA - iShares Core Aggressive Allocation ETF | 1 284 268 | 2,58 | 65 266 | 3,97 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 34 343 | 3,38 | 1 717 | 3,50 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3 716 | 2,34 | 186 | 2,21 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 156 772 | 8 009 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 95 062 | 82,30 | 4 856 | 86,34 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 16 801 | 1 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 27 503 | 1 405 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 20 205 | 1 032 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 102 980 | 121,13 | 5 261 | 125,60 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 8 151 | 416 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 116 803 | 25 402,84 | 5 967 | 27 022,73 | ||||
| 2025-08-13 | 13F | Silphium Asset Management Ltd | 372 900 | 19 051 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 75 546 | 176,37 | 3 871 | 183,38 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 1 961 | 8,29 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 440 614 | 8,07 | 22 511 | 10,45 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 9 681 | 38,10 | 495 | 41,14 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 119 845 | 0,88 | 6 123 | 3,10 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 8 270 | 423 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 72 483 | 4,56 | 3 703 | 6,87 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 43 524 | 521,86 | 2 224 | 536,96 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5 117 | 261 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 250 | 1 288,89 | 13 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 115 416 | 6 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 11 099 | 567 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 553 | 28 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 423 651 | 21 644 | ||||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 196 214 | 10 025 | ||||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 207 308 | 26,94 | 10 591 | 29,74 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 6 368 | 325 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 22 356 | 1 140 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 52 539 | 2 684 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 10 935 | 559 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 8 980 | 0 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 449 484 | 4,11 | 22 964 | 6,40 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 14 944 | 764 | ||||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 12 015 | 0,95 | 614 | 3,20 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 29 902 | 14,37 | 1 528 | 16,92 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 94 439 | 5,09 | 4 825 | 7,39 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 7 001 | 358 | ||||||
| 2025-07-08 | 13F | Corepath Wealth Partners Llc | 39 620 | 6,28 | 2 024 | 7,37 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 14 830 | 0,35 | 758 | 2,57 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 750 496 | 3,95 | 38 343 | 6,24 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 188 | 74,45 | 61 | 76,47 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 5 202 | 266 | ||||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 1 063 194 | 54 319 | ||||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 83 390 | 85,28 | 4 260 | 89,42 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 50 295 | 1,64 | 2 570 | 3,88 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 35 096 | 12,60 | 1 791 | 14,30 | ||||
| 2025-07-31 | 13F | City State Bank | 38 075 | 0,53 | 1 945 | 2,75 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 4 941 | 252 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 615 | 99,03 | 31 | 106,67 | ||||
| 2025-06-11 | NP | KTRAX - DWS Global Income Builder Fund Class A | 336 985 | 17 126 | ||||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 43 111 | 2 203 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 85 200 | 840,19 | 4 353 | 860,71 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 17 680 | 903 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 9 002 | 58,68 | 460 | 62,19 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 14 489 | 1 643,56 | 740 | 1 704,88 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 74 515 | 3 807 | ||||||
| 2025-05-02 | 13F | Napatree Capital Llc | 5 048 | 2,66 | 252 | 2,86 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 73 191 | 3 739 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 24 142 | 1 233 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 61 794 | 360,84 | 3 157 | 371,19 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 20 227 | 1 033 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 89 846 | 36,10 | 4 590 | 39,09 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 316 457 | 442,68 | 67 237 | 454,12 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 183 741 | 9 387 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 47 447 | 54,35 | 2 424 | 58,02 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 259 | 0 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 42 723 | 17,02 | 2 183 | 19,56 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 69 472 | 2,40 | 3 549 | 4,66 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 301 894 | 4,41 | 15 424 | 6,71 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 19 617 | 1 002 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 22 355 | 1 142 | ||||||
| 2025-07-24 | NP | PLUSX - DWS Multi-Asset Moderate Allocation Fund Class A | 22 117 | 19,24 | 1 125 | 20,21 | ||||
| 2025-07-18 | 13F | WealthNavi Inc. | 3 796 589 | 11,38 | 194 | 13,53 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 7 026 | 359 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 216 751 | 63,40 | 11 074 | 66,99 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 008 292 | 96 545,43 | 103 | |||||
| 2025-08-06 | 13F | BNP Paribas Asset Management Holding S.A. | 5 583 011 | 8,84 | 262 | 2,34 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 1 180 | 60 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 228 360 | 11 667 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8 592 | 34,04 | 439 | 36,88 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 19 | 1 | ||||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1 109 | 0 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 23 481 | 1 200 | ||||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 9 130 | 466 | ||||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 6 439 | 329 | ||||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 87 035 | 4 447 | ||||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 81 148 | 2,41 | 4 146 | 4,65 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 10 642 | 41,44 | 544 | 44,41 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 3 946 | 202 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 42 725 | 1,13 | 2 183 | 3,36 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 34 648 | 2 | ||||||
| 2025-06-23 | NP | AOR - iShares Core Growth Allocation ETF | 2 708 734 | 3,66 | 137 658 | 5,06 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 87 997 | 4 496 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2 405 733 | 1 125,68 | 122 909 | 1 152,76 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 33 852 | 1 729 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 5 166 | 264 | ||||||
| 2025-07-28 | 13F | DORVAL Corp | 250 214 | 16,08 | 12 783 | 17,60 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 129 101 | 6 596 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 6 316 | 323 | ||||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 7 653 | 391 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 16 937 | 865 | ||||||
| 2025-07-15 | 13F | Retireful, LLC | 28 027 | 1 432 | ||||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 1 012 | 52 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 060 | 6,43 | 54 | 10,20 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 174 017 | 10 320,18 | 8 891 | 10 610,84 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 28 903 | 4,53 | 1 477 | 6,80 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 102 922 | 22,15 | 5 258 | 24,83 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 103 434 | 3,55 | 5 284 | 5,83 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 15 274 | 4,04 | 780 | 6,41 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 17 361 | 887 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 26 458 | 33,64 | 1 352 | 10 292,31 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 54 097 | 5,61 | 2 764 | 7,93 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 21 660 | 3,84 | 1 107 | 6,14 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10 507 | 46,03 | 537 | 49,30 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 894 | 11 075,00 | 46 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 27 494 | 1 405 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 929 034 | 25,42 | 99 | 28,95 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 46 790 | 2 391 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 730 767 | 23 773,47 | 37 335 | 24 301,31 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 67 161 | 13,89 | 3 431 | 16,42 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 33 479 | 58,95 | 1 710 | 62,55 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 69 283 | 3 538 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 280 437 | 677,16 | 14 328 | 694,62 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 17 687 858 | 17,83 | 903 673 | 20,42 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 19 116 | 978 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 54 181 | 669,73 | 2 768 | 688,60 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 57 751 | 9,92 | 2 951 | 11,24 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 391 686 | 880,34 | 20 011 | 902,05 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 365 600 | 681,20 | 18 679 | 698,55 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 18 386 | 939 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 061 660 | 4 098,77 | 54 240 | 4 191,14 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 14 166 | 724 |
