Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Core Total USD Bond Market ETF inkluderar Tanager Wealth Management LLP, Duncan Williams Asset Management, LLC, New Capital Management LP, Americana Partners, LLC, Capital Square, LLC, Tradewinds, LLC., Richmond Investment Services, LLC, McElhenny Sheffield Capital Management, LLC, Heritage Wealth Partners, LLC, Secure Asset Management, LLC, B.O.S.S. Retirement Advisors, LLC, Bridgewealth Advisory Group, LLC, Sculati Wealth Management, LLC, Valpey Financial Services, LLC, LifeGoal Wealth Advisors, Angeles Wealth Management, Llc, Roger Wittlin Investment Advisory, LLC, Precision Wealth Strategies, LLC, SFG Wealth Management, LLC., och Kathmere Capital Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Capital Square, LLC | 39 322 | 1 798 | ||||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 5 208 | 240 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 73 999 | 73,52 | 3 421 | 74,05 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 73 175 | 7,13 | 3 383 | 7,47 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 71 160 | 94,95 | 3 270 | 98,60 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 125 834 | 0,62 | 5 816 | 0,94 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 4 611 | 22,05 | 213 | 22,41 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 16 892 | 0,13 | 781 | 0,39 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2 243 | 171,55 | 104 | 171,05 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 401 | 19 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 6 930 | 316 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 750 230 | 15,64 | 34 683 | 16,02 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 18 081 | 1,87 | 836 | 2,20 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 169 427 | 55,77 | 7 833 | 56,26 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 2 975 634 | 0,94 | 137 564 | 1,27 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 40 302 | 3,83 | 1 863 | 4,19 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 179 488 | 8 298 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 1 500 468 | 5,82 | 69 367 | 6,16 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 317 | 0,63 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 245 808 | 2,05 | 150 054 | 2,38 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2 809 | 65,53 | 130 | 65,38 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 041 | 1,07 | 48 | 2,13 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 21 654 | 65,80 | 1 001 | 66,56 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 188 758 | 3,71 | 8 726 | 4,04 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 6 949 | 321 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 608 761 | 0,98 | 120 603 | 2,09 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 12 867 | 595 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 4 187 | 194 | ||||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 165 688 | 0,78 | 7 660 | 1,10 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 43 339 | 44,05 | 2 004 | 44,52 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 276 719 | 1,94 | 12 793 | 2,27 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5 043 | 233 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 8 074 | 0,94 | 373 | 1,36 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 311 493 | 0,49 | 14 400 | 1,09 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 333 624 | 30,45 | 61 653 | 30,88 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 104 642 | 1,18 | 189 758 | 1,51 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 91 637 | 2,61 | 4 236 | 2,94 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 26 288 | 20,54 | 1 215 | 21,02 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 5 177 | 239 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 43 287 | 11,35 | 2 001 | 11,73 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 6 895 | 0,82 | 319 | 0,95 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 36 991 | 4,41 | 1 710 | 4,78 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 279 155 | 6,51 | 12 905 | 6,86 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 10 100 | 77,32 | 467 | 77,86 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 0 | 0 | ||||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 1 202 066 | 5,21 | 55 572 | 7,80 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 20 888 | 24,47 | 966 | 24,84 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 601 013 | 2,86 | 27 785 | 3,23 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 149 453 | 159,32 | 6 909 | 160,23 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 66 774 459 | 7,04 | 3 076 995 | 7,27 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 15 378 | 711 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 34 642 | 1 601 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 3 368 | 2,65 | 156 | 3,33 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 19 232 | 28,86 | 889 | 29,40 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5 835 | 1,64 | 270 | 1,89 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 526 160 | 10,50 | 24 324 | 10,86 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3 609 | 167 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 17 901 | 4,85 | 828 | 5,22 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 161 712 | 2 187,62 | 7 476 | 2 200,00 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 155 746 | 1,53 | 7 200 | 1,87 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 188 144 | 0,03 | 8 698 | 0,36 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 261 011 | 1,66 | 12 067 | 1,99 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2 440 | 113 | ||||||
| 2025-07-31 | 13F | CAP Partners, LLC | 35 725 | 5,65 | 1 652 | 5,97 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 7 603 | 1,06 | 351 | 1,45 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 109 099 | 1,91 | 5 044 | 2,23 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 8 811 | 407 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 296 | 14 | ||||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 65 038 | 4,42 | 2 997 | 6,43 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1 112 | 51 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 152 530 | 2,82 | 7 051 | 3,16 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 187 459 | 0,15 | 8 638 | 1,84 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 58 749 | 7,25 | 2 716 | 7,57 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 286 808 | 0,03 | 13 259 | 0,36 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 6 152 | 0,49 | 284 | 0,71 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 264 | 12 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3 407 | 158 | ||||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 249 754 | 12,79 | 11 546 | 13,16 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 22 258 | 26,28 | 1 029 | 26,60 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 5 633 | 8,54 | 260 | 8,79 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 25 502 | 0,19 | 1 179 | 0,51 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 597 488 | 26,64 | 27 622 | 27,05 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 116 215 | 18,67 | 5 367 | 19,19 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 22 833 | 3,72 | 1 056 | 4,04 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 331 643 | 15 282 | ||||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | 0 | ||||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 235 342 | 1,87 | 10 880 | 2,20 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 733 112 | 7,27 | 33 892 | 7,62 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 18 432 | 852 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 307 034 | 1,81 | 14 194 | 2,14 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 21 840 | 9,50 | 1 010 | 9,79 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 233 509 | 16,63 | 10 795 | 17,02 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1 035 | 17,08 | 48 | 17,50 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 6 441 | 298 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 592 919 | 2,69 | 27 322 | 4,69 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 3 902 | 2,23 | 180 | 2,86 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 42 249 | 12,55 | 1 953 | 12,96 | ||||
| 2025-08-14 | 13F | Comerica Bank | 319 266 | 8,42 | 14 760 | 8,77 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28 753 | 11,88 | 1 329 | 12,25 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 34 973 | 7,54 | 1 617 | 7,88 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 214 011 | 9,38 | 9 894 | 9,73 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 10 007 | 5,96 | 463 | 6,21 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 230 501 | 1,11 | 10 534 | 1,46 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 12 555 562 | 9,81 | 580 376 | 10,16 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 930 533 | 0,60 | 43 019 | 0,93 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 863 967 | 12,56 | 39 941 | 12,92 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 4 692 | 26,37 | 217 | 26,32 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 236 764 | 601,54 | 10 946 | 642,03 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 5 599 | 259 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 36 476 | 15,20 | 1 686 | 15,64 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 13 919 | 0,12 | 643 | 0,47 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | −100,00 | ||||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Fixed Income ETF Fund II | 180 525 | 0,68 | 8 346 | 1,00 | ||||
| 2025-07-17 | 13F | KWB Wealth | 451 007 | 77,00 | 20 782 | 80,45 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 912 958 | 0,79 | 42 206 | 1,12 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 518 057 | 2,16 | 23 950 | 2,50 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 257 | 12 | ||||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 35 685 | 41,21 | 1 650 | 41,67 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 10 935 323 | 0,70 | 505 179 | 0,97 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 35 948 | 714,04 | 1 662 | 718,23 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 12 888 | 3,33 | 596 | 3,66 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 205 | 0,99 | 9 | 0,00 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 13 421 | 620 | ||||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 19 352 | 1,68 | 895 | 3,95 | ||||
| 2025-06-23 | NP | AOM - iShares Core Moderate Allocation ETF | 16 505 013 | 2,44 | 760 056 | 3,79 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 101 388 | 18,49 | 4 687 | 18,90 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 167 | 1,21 | 8 | 0,00 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 287 827 | 2,23 | 13 | 8,33 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 902 048 | 35,07 | 41 702 | 35,52 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 11 462 | 28,21 | 530 | 28,71 | ||||
| 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 | 2 272 393 | 2,79 | 105 053 | 3,13 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 34 810 | 6,91 | 1 607 | 7,07 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 18 694 | 39,75 | 864 | 40,26 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 23 572 | 202,59 | 1 065 | 197,49 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 354 436 | 1,57 | 16 386 | 1,90 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 423 274 | 2,84 | 19 568 | 3,19 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 7 250 | 335 | ||||||
| 2025-07-07 | 13F | First Community Trust Na | 263 | 12 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9 558 | 2,09 | 442 | 2,55 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 369 025 | 33,55 | 17 060 | 36,60 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 32 048 | 8,31 | 1 482 | 10,77 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 315 713 | 4,71 | 14 595 | 5,05 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 488 761 | 23,13 | 115 055 | 23,64 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 10 673 | 493 | ||||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 27 000 | 27 | ||||||
| 2025-07-15 | 13F | Farrell Financial LLC | 27 874 | 7,13 | 1 289 | 7,51 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1 666 | 233,87 | 77 | 245,45 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 21 661 | 100,36 | 1 001 | 101,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 15 049 | 47,50 | 696 | 47,87 | ||||
| 2025-07-24 | 13F | Eastern Bank | 373 | 17 | ||||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 53 898 | 2,53 | 2 484 | 4,50 | ||||
| 2025-06-23 | NP | AOA - iShares Core Aggressive Allocation ETF | 8 175 752 | 2,58 | 376 493 | 3,93 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 22 783 | 5,48 | 1 053 | 5,83 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 26 055 | 30,69 | 1 205 | 31,15 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 24 317 154 | 5,79 | 1 124 182 | 6,13 | ||||
| 2025-07-16 | 13F | Novem Group | 7 538 | 12,59 | 348 | 12,99 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 260 429 | 4,68 | 12 040 | 5,02 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 49 395 | 0,20 | 2 284 | 0,53 | ||||
| 2025-07-31 | 13F | City State Bank | 10 852 | 7,80 | 502 | 8,21 | ||||
| 2025-09-03 | 13F | American Trust | 10 457 | 483 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 576 | −3,19 | ||||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 42 582 | 18,26 | 1 969 | 18,63 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1 107 652 | 87,82 | 51 443 | 89,71 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 53 461 | 26,68 | 2 472 | 27,11 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 7 665 | 354 | ||||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 55 725 | 5,63 | 2 576 | 6,01 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 485 | 50,97 | 115 | 52,00 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 59 930 | 68,39 | 2 771 | 69,01 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 514 749 | 2,57 | 23 797 | 2,91 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 167 714 | 7 753 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 21 507 | 994 | ||||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 19 115 | 15,05 | 884 | 15,42 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 426 077 | 2,62 | 20 | 0,00 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 5 366 | 248 | ||||||
| 2025-06-26 | NP | BYLD - iShares Yield Optimized Bond ETF | 263 650 | 25,65 | 12 141 | 27,32 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 42 901 | 208,09 | 1 983 | 209,36 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 8 511 | 393 | ||||||
| 2025-07-10 | 13F | Trust Point Inc. | 30 075 | 1 390 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 173 821 | 4,60 | 8 024 | 6,17 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 574 665 | 5,21 | 26 567 | 5,55 | ||||
| 2025-05-21 | 13F | CBM Financial, LLC | 6 823 | 310 | ||||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 1 043 740 | 7,50 | 48 252 | 7,85 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 6 377 | 295 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 888 940 | 1 276,80 | 86 970 | 1 275,67 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 220 | 10 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 2 097 892 | 16,00 | 96 986 | 16,38 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 69 500 | 4,19 | 3 213 | 4,52 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 11 024 | 20,85 | 510 | 21,19 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 95 253 | 14,28 | 4 404 | 14,66 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 63 821 | 0,27 | 2 950 | 0,61 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3 325 866 | 9,59 | 153 755 | 9,94 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 4 381 | 172,62 | 201 | 173,97 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 57 726 | 29,09 | 2 660 | 29,38 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 517 317 | 61,87 | 23 672 | 62,44 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 63 505 | 2,48 | 2 915 | 3,63 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 16 353 | 12,66 | 1 | |||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 65 946 | 0,09 | 2 981 | −1,84 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 93 405 | 0,76 | 4 318 | 1,10 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 137 470 | 2,64 | 6 355 | 2,98 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 16 575 | 4,79 | 764 | 6,86 | ||||
| 2025-07-21 | 13F | Stash Investments, LLC | 801 239 | 8,77 | 37 041 | 9,12 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 44 | −93,57 | 2 | −93,75 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 91 | 1,11 | 4 | 0,00 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 108 950 | 6,41 | 4 987 | 6,38 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 923 | 0,03 | 274 | 0,37 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 8 555 | 395 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3 377 749 | 3 595,69 | 999 | −76,30 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 12 603 | 0,24 | 583 | 0,52 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 80 338 | 5,00 | 3 714 | 5,36 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 51 009 | 2 358 | ||||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 6 704 | 310 | ||||||
| 2025-05-01 | 13F | Hughes Financial Services, LLC | 0 | 0 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 419 929 | 14,35 | 19 413 | 14,73 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 5 351 | 2,10 | 247 | 2,49 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 510 224 | 0,32 | 23 588 | 0,65 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 13 370 | 618 | ||||||
| 2025-07-08 | 13F | Lpwm Llc | 23 430 | 109,57 | 1 083 | 110,29 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 26 791 | 20,65 | 1 239 | 21,02 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 23 413 905 | 3,44 | 1 082 425 | 3,78 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 23 793 | 25,93 | 1 100 | 26,32 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 151 518 | 8,74 | 7 005 | 9,10 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | 0 | ||||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 172 488 | 3,37 | 7 974 | 3,71 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 78 240 | 9,89 | 3 617 | 10,27 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 155 410 | 888,80 | 7 185 | 892,27 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 6 051 | 0,68 | 280 | 1,09 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 12 128 | 0,84 | 561 | 1,08 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 799 646 | 18,63 | 36 968 | 19,01 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 9 522 | 440 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 5 314 | 246 | ||||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 9 680 | 20,77 | 448 | 21,14 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 34 375 | 9,83 | 1 589 | 10,19 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 24 565 | 0,20 | 1 136 | 0,53 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 17 812 | 144,67 | 823 | 145,67 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 6 630 | 307 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 15 263 | 2,06 | 706 | 2,32 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 824 495 | 39,06 | 38 116 | 39,51 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 61 510 | 1,16 | 2 844 | 1,50 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 559 213 | 9,35 | 72 082 | 9,71 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 1 319 100 | 6,21 | 60 982 | 6,56 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 1 129 771 | 20,50 | 52 229 | 20,90 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 531 374 | 6,94 | 24 565 | 7,29 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 1 252 992 | 2,47 | 57 926 | 2,80 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 133 923 | 16,93 | 6 191 | 17,32 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4 472 | 207 | ||||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 11 678 | 42,36 | 540 | 42,97 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 746 547 | 2,24 | 34 513 | 2,57 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 33 376 | 87,73 | 1 543 | 88,40 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 14 | 1 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 44 | 2,33 | 2 | 100,00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 4 515 | 0,67 | 209 | 0,97 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 495 | 23 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2 750 687 | 0,31 | 127 164 | 0,64 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 104 155 | 55,56 | 4 815 | 56,08 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 55 | 3 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 18 782 389 | 3,40 | 868 310 | 3,74 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 27 608 | 7,83 | 1 276 | 8,23 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 7 534 | 17,74 | 348 | 18,37 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 700 347 | 17,10 | 78 607 | 17,49 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 116 676 | 21,08 | 144 097 | 21,47 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 40 295 | 4,83 | 1 863 | 5,14 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 9 064 233 | 0,71 | 419 039 | 1,04 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 7 626 | 6,52 | 353 | 6,99 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 315 962 | 1,84 | 14 607 | 2,17 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 010 | 47 | ||||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 167 | 8 | ||||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 148 296 | 3,24 | 6 856 | 3,42 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 48 237 | 4,29 | 2 230 | 4,60 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 43 286 451 | 2,35 | 2 001 133 | 2,69 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 9 008 | 65,77 | 416 | 66,40 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 8 905 | 11,38 | 412 | 11,68 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 561 310 | 0,86 | 25 949 | 1,19 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 7 314 | 338 | ||||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 369 139 | 0,98 | 17 069 | 1,42 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 115 | 52 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 127 816 | 203,91 | 5 909 | 118,01 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 458 295 | 1,32 | 21 187 | 1,65 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 467 574 | 16,30 | 21 616 | 18,95 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 32 480 | 1 502 | ||||||
| 2025-08-01 | 13F | Conscious Wealth Investments, Llc | 109 603 | 0,81 | 5 053 | 2,08 | ||||
| 2025-06-23 | NP | AOR - iShares Core Growth Allocation ETF | 17 243 970 | 3,66 | 794 085 | 5,03 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 389 | 0 | ||||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 20 711 | 1,17 | 957 | 1,48 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 19 286 | 1,14 | 888 | 1,14 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 31 474 | 3,15 | 1 455 | 3,49 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 22 221 | 0,10 | 1 027 | 0,49 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 185 | 30,22 | 55 | 31,71 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 4 477 | 207 | ||||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 1 625 | 75 | ||||||
| 2025-07-07 | 13F | New Capital Management LP | 149 289 | 6 902 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 53 134 | 38,45 | 2 456 | 38,91 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 6 017 | 36,47 | 278 | 36,95 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 69 141 | 0,49 | 3 196 | 0,82 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 124 012 | 12,46 | 5 733 | 12,83 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 12 452 | 82,07 | 576 | 82,54 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 21 911 | 334,05 | 1 013 | 336,21 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 57 | 3 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15 518 | 13,40 | 717 | 13,81 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 10 348 | 23,34 | 478 | 23,83 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 13 584 | 628 | ||||||
| 2025-08-13 | 13F | Mcmorgan & Co Llc | 1 668 414 | 0,20 | 77 131 | 0,52 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 3 957 | 0,56 | 183 | 2,82 | ||||
| 2025-06-23 | NP | AOK - iShares Core Conservative Allocation ETF | 8 316 348 | 3,99 | 382 968 | 5,36 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 78 146 | 25,76 | 3 613 | 26,16 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 50 505 | 26,16 | 2 335 | 26,57 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 6 400 | 296 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 21 064 | 7,51 | 974 | 7,87 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 27 617 | 1,82 | 1 277 | 2,16 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 43 294 | 15,26 | 1 995 | 15,38 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 21 948 | 1 011 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 632 077 | 72,81 | 29 221 | 73,37 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 4 120 866 | 0,69 | 189 889 | 0,91 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 164 | 8 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 18 089 | 1 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 896 113 | 1,68 | 41 427 | 2,01 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 8 911 | 11,08 | 412 | 11,38 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 4 856 | 225 | ||||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 10 | 0 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 7 230 | 2,12 | 334 | 2,45 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 1 000 740 | 2,95 | 46 264 | 3,29 |
