2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
16 |
|
0 |
|
|
2025-08-11 |
13F |
EntryPoint Capital, LLC
|
|
|
|
11 472 |
|
338 |
|
|
2025-07-28 |
NP |
HDG - ProShares Hedge Replication ETF
|
|
|
|
38 |
11,76 |
1 |
0,00 |
|
2025-08-13 |
13F |
Arrowstreet Capital, Limited Partnership
|
|
|
|
142 955 |
30,54 |
4 207 |
32,67 |
|
2025-06-26 |
NP |
DFUS - Dimensional U.S. Equity ETF
|
|
|
|
8 105 |
24,60 |
228 |
11,76 |
|
2025-08-13 |
13F |
Marshall Wace, Llp
|
|
|
|
24 844 |
24,37 |
731 |
26,47 |
|
2025-07-28 |
NP |
AVSBX - Avantis U.S. Small Cap Equity Fund G Class
|
|
|
|
3 634 |
16,77 |
102 |
7,37 |
|
2025-07-28 |
NP |
QVMS - Invesco S&P SmallCap 600 QVM Multi-factor ETF
|
|
|
|
4 506 |
0,27 |
127 |
−7,97 |
|
2025-07-28 |
NP |
MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
1 226 |
28,51 |
35 |
17,24 |
|
2025-07-15 |
13F |
Fifth Third Bancorp
|
|
|
|
18 |
|
1 |
|
|
2025-07-17 |
13F |
Enclave Advisors LLC
|
|
|
|
21 478 |
|
632 |
|
|
2025-08-04 |
13F |
Pinnacle Associates Ltd
|
|
|
|
26 804 |
|
789 |
|
|
2025-08-11 |
13F |
HighTower Advisors, LLC
|
|
|
|
13 774 |
0,80 |
405 |
2,53 |
|
2025-08-11 |
13F |
Vanguard Group Inc
|
|
|
|
1 995 960 |
1,39 |
58 741 |
3,03 |
|
2025-07-25 |
13F |
Ackerman Capital Advisors, LLC
|
|
|
|
7 438 |
|
219 |
|
|
2025-08-04 |
13F |
Hantz Financial Services, Inc.
|
|
|
|
2 012 |
2 858,82 |
0 |
|
|
2025-07-22 |
13F |
Jamison Private Wealth Management, Inc.
|
|
|
|
9 395 |
0,20 |
277 |
1,85 |
|
2025-08-27 |
NP |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
919 749 |
1,39 |
27 068 |
3,04 |
|
2025-06-24 |
NP |
SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
6 467 |
4,73 |
182 |
−6,19 |
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
277 628 |
6,58 |
8 171 |
8,31 |
|
2025-07-24 |
NP |
FSKAX - Fidelity Total Market Index Fund
|
|
|
|
54 004 |
6,40 |
1 522 |
−2,44 |
|
2025-08-13 |
13F |
Arizona State Retirement System
|
|
|
|
8 431 |
2,07 |
248 |
3,77 |
|
2025-08-06 |
13F |
BNP Paribas Asset Management Holding S.A.
|
|
|
|
412 |
|
0 |
|
|
2025-08-14 |
13F/A |
Skopos Labs, Inc.
|
|
|
|
2 467 |
1 938,84 |
73 |
2 300,00 |
|
2025-06-26 |
NP |
DCOR - Dimensional US Core Equity 1 ETF
|
|
|
|
2 897 |
61,93 |
82 |
44,64 |
|
2025-08-14 |
13F |
RMB Capital Management, LLC
|
|
|
|
7 440 |
|
219 |
|
|
2025-07-28 |
NP |
AVSU - Avantis Responsible U.S. Equity ETF
|
|
|
|
930 |
8,77 |
26 |
0,00 |
|
2025-07-29 |
NP |
EBI - Longview Advantage ETF
|
|
|
|
5 |
|
0 |
|
|
2025-07-28 |
NP |
AVSC - Avantis U.S. Small Cap Equity ETF
|
|
|
|
59 417 |
7,83 |
1 675 |
−1,18 |
|
2025-07-29 |
NP |
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
144 109 |
9,08 |
4 062 |
0,00 |
|
2025-08-26 |
NP |
XJR - iShares ESG Screened S&P Small-Cap ETF
|
|
|
|
2 228 |
4,21 |
66 |
6,56 |
|
2025-07-24 |
NP |
ESML - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
31 470 |
21,41 |
887 |
11,29 |
|
2025-08-11 |
13F |
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
5 |
|
0 |
|
|
2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
137 |
|
4 |
|
|
2025-08-14 |
13F |
Fmr Llc
|
|
|
|
2 531 |
81,43 |
74 |
85,00 |
|
2025-08-12 |
13F |
XTX Topco Ltd
|
|
|
|
23 913 |
|
704 |
|
|
2025-07-29 |
NP |
ISMD - Inspire Small/Mid Cap Impact ETF
|
|
|
|
12 381 |
3,81 |
349 |
−4,64 |
|
2025-07-25 |
13F |
Bill Few Associates, Inc.
|
|
|
|
6 870 |
|
202 |
|
|
2025-08-22 |
NP |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
1 498 |
7,85 |
44 |
10,00 |
|
2025-08-08 |
13F |
Creative Planning
|
|
|
|
10 689 |
0,77 |
315 |
2,28 |
|
2025-08-11 |
13F |
Royce & Associates Lp
|
|
|
|
25 200 |
72,12 |
742 |
74,76 |
|
2025-06-26 |
NP |
DFAS - Dimensional U.S. Small Cap ETF
|
|
|
|
77 187 |
1,72 |
2 176 |
−8,81 |
|
2025-08-14 |
13F |
Two Sigma Investments, Lp
|
|
|
|
134 141 |
4,79 |
3 948 |
6,50 |
|
2025-08-29 |
NP |
JAEWX - Small Cap Index Trust NAV
|
|
|
|
5 864 |
3,92 |
173 |
5,52 |
|
2025-06-26 |
NP |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
|
|
|
|
6 632 |
16,45 |
187 |
4,49 |
|
2025-08-29 |
NP |
EES - WisdomTree U.S. SmallCap Fund N/A
|
|
|
|
21 382 |
0,04 |
629 |
1,78 |
|
2025-08-14 |
13F |
Citadel Advisors Llc
|
|
|
|
103 812 |
37,82 |
3 055 |
40,07 |
|
2025-07-09 |
13F |
Harbor Capital Advisors, Inc.
|
|
|
|
232 |
38,92 |
0 |
|
|
2025-06-25 |
NP |
ISCB - iShares Morningstar Small-Cap ETF
|
|
|
|
1 489 |
5,60 |
42 |
−6,82 |
|
2025-06-26 |
NP |
ETTOX - E*TRADE No Fee Total Market Index Fund
|
|
|
|
13 |
|
0 |
|
|
2025-08-26 |
NP |
TEXN - iShares Texas Equity ETF
|
|
|
|
57 |
|
2 |
|
|
2025-06-26 |
NP |
DFAC - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
75 877 |
4,84 |
2 139 |
−5,98 |
|
2025-07-24 |
13F |
CWM Advisors, LLC
|
|
|
|
13 204 |
10,77 |
389 |
12,46 |
|
2025-06-26 |
NP |
FSSNX - Fidelity Small Cap Index Fund
|
|
|
|
293 242 |
2,71 |
8 266 |
−7,88 |
|
2025-08-28 |
NP |
VYSVX - Vericimetry U.S. Small Cap Value Fund
|
|
|
|
2 196 |
60,76 |
65 |
64,10 |
|
2025-08-26 |
NP |
TRSYX - T. Rowe Price Small-Cap Index Fund
|
|
|
|
2 740 |
12,34 |
81 |
14,29 |
|
2025-07-22 |
NP |
GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
|
|
|
5 286 |
55,15 |
149 |
43,27 |
|
2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
|
|
42 891 |
0,42 |
1 262 |
2,10 |
|
2025-08-08 |
13F |
SBI Securities Co., Ltd.
|
|
|
|
73 |
1,39 |
2 |
0,00 |
|
2025-08-14 |
13F |
Two Sigma Advisers, Lp
|
|
|
|
186 400 |
10,62 |
5 486 |
12,42 |
|
2025-08-14 |
13F |
Pingora Partners LLC
|
|
|
|
54 445 |
30,64 |
1 602 |
32,84 |
|
2025-08-14 |
13F |
Ubs Asset Management Americas Inc
|
|
|
|
93 913 |
33,44 |
2 764 |
35,57 |
|
2025-06-26 |
NP |
DFAT - Dimensional U.S. Targeted Value ETF
|
|
|
|
158 844 |
14,96 |
4 478 |
3,11 |
|
2025-08-12 |
13F |
Rhumbline Advisers
|
|
|
|
84 804 |
2,43 |
2 496 |
4,09 |
|
2025-08-27 |
NP |
BBVSX - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
13 551 |
4,81 |
399 |
6,42 |
|
2025-08-14 |
13F |
Engineers Gate Manager LP
|
|
|
|
15 025 |
|
442 |
|
|
2025-08-13 |
13F |
Russell Investments Group, Ltd.
|
|
|
|
275 |
131,09 |
8 |
166,67 |
|
2025-06-24 |
NP |
SWSSX - Schwab Small-Cap Index Fund
|
|
|
|
71 068 |
3,00 |
2 003 |
−7,61 |
|
2025-08-05 |
13F |
Bank of New York Mellon Corp
|
|
|
|
291 402 |
1,41 |
8 576 |
3,05 |
|
2025-08-26 |
NP |
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
491 |
4,25 |
14 |
7,69 |
|
2025-06-27 |
NP |
EBIT - Harbor AlphaEdge Small Cap Earners ETF
|
|
|
|
231 |
39,16 |
7 |
20,00 |
|
2025-08-28 |
NP |
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
15 747 |
|
463 |
|
|
2025-04-01 |
NP |
PKW - Invesco BuyBack Achievers ETF
|
|
|
|
16 714 |
33,81 |
525 |
29,95 |
|
2025-06-26 |
NP |
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class
|
|
|
|
113 706 |
90,87 |
3 205 |
71,21 |
|
2025-06-27 |
NP |
RSSL - Global X Russell 2000 ETF
|
|
|
|
17 422 |
6,45 |
491 |
−4,47 |
|
2025-08-18 |
13F |
Geneos Wealth Management Inc.
|
|
|
|
33 |
|
1 |
|
|
2025-08-21 |
NP |
MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class
|
|
|
|
21 971 |
9,35 |
647 |
11,19 |
|
2025-08-12 |
13F |
Nuveen, LLC
|
|
|
|
119 605 |
58,35 |
3 520 |
60,91 |
|
2025-08-14 |
13F |
Wiley Bros.-aintree Capital, Llc
|
|
|
|
7 191 |
3,84 |
212 |
5,50 |
|
2025-08-26 |
NP |
IWV - iShares Russell 3000 ETF
|
|
|
|
9 426 |
0,53 |
277 |
2,21 |
|
2025-08-14 |
13F |
Ieq Capital, Llc
|
|
|
|
9 408 |
16,38 |
277 |
17,95 |
|
2025-08-07 |
13F |
Campbell & CO Investment Adviser LLC
|
|
|
|
21 993 |
82,56 |
647 |
85,92 |
|
2025-08-18 |
NP |
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P
|
|
|
|
3 739 |
13,20 |
110 |
15,79 |
|
2025-08-06 |
NP |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class
|
|
|
|
21 467 |
1,90 |
632 |
3,44 |
|
2025-06-26 |
NP |
DFAU - Dimensional US Core Equity Market ETF
|
|
|
|
5 637 |
5,27 |
159 |
−5,95 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-06-26 |
NP |
KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
119 |
7,21 |
3 |
0,00 |
|
2025-08-12 |
13F |
Public Sector Pension Investment Board
|
|
|
|
96 976 |
7,38 |
2 854 |
9,14 |
|
2025-08-08 |
13F |
Hartland & Co., LLC
|
|
|
|
110 |
|
3 |
|
|
2025-06-27 |
NP |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
3 263 |
2,51 |
92 |
−9,00 |
|
2025-07-14 |
13F |
GAMMA Investing LLC
|
|
|
|
1 540 |
24,29 |
45 |
28,57 |
|
2025-07-31 |
13F |
Quest Partners LLC
|
|
|
|
12 354 |
452,75 |
364 |
467,19 |
|
2025-08-26 |
NP |
Profunds - Profund Vp Small-cap
|
|
|
|
66 |
1,54 |
2 |
0,00 |
|
2025-07-11 |
13F |
Farther Finance Advisors, LLC
|
|
|
|
1 441 |
1,26 |
42 |
2,44 |
|
2025-08-15 |
NP |
Royce Value Trust Inc
|
|
|
|
25 200 |
72,12 |
742 |
74,76 |
|
2025-08-14 |
13F |
Price T Rowe Associates Inc /md/
|
|
|
|
36 104 |
7,89 |
1 |
|
|
2025-08-29 |
NP |
JAFEX - Total Stock Market Index Trust NAV
|
|
|
|
598 |
21,05 |
18 |
21,43 |
|
2025-08-12 |
13F |
Legal & General Group Plc
|
|
|
|
78 482 |
0,94 |
2 308 |
2,53 |
|
2025-08-14 |
13F |
UBS Group AG
|
|
|
|
400 908 |
19,42 |
11 799 |
21,35 |
|
2025-07-15 |
13F |
Fortitude Family Office, LLC
|
|
|
|
17 |
|
0 |
|
|
2025-08-22 |
NP |
FISVX - Fidelity Small Cap Value Index Fund
|
|
|
|
32 022 |
1,80 |
942 |
3,52 |
|
2025-07-28 |
NP |
SMDV - ProShares Russell 2000 Dividend Growers ETF
|
|
|
|
234 927 |
6,75 |
6 623 |
−2,13 |
|
2025-06-23 |
NP |
PJARX - SmallCap Value Fund II R-3
|
|
|
|
2 276 |
16,84 |
64 |
4,92 |
|
2025-08-29 |
NP |
DHS - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
17 137 |
1,99 |
504 |
3,70 |
|
2025-08-19 |
NP |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio
|
|
|
|
10 106 |
1,82 |
297 |
3,48 |
|
2025-08-12 |
13F |
Dimensional Fund Advisors Lp
|
|
|
|
1 377 286 |
0,23 |
40 534 |
1,86 |
|
2025-08-14 |
13F |
Manufacturers Life Insurance Company, The
|
|
|
|
11 014 |
6,85 |
324 |
8,72 |
|
2025-07-28 |
NP |
AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class
|
|
|
|
16 249 |
57,82 |
458 |
44,94 |
|
2025-07-11 |
13F |
Wedge Capital Management L L P/nc
|
|
|
|
27 445 |
3,35 |
808 |
4,94 |
|
2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
8 173 |
2,74 |
241 |
4,35 |
|
2025-08-11 |
13F |
Alps Advisors Inc
|
|
|
|
12 410 |
1,22 |
365 |
2,82 |
|
2025-08-28 |
NP |
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
749 |
39,22 |
22 |
46,67 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB
|
|
|
|
4 519 |
3,06 |
133 |
4,76 |
|
2025-08-14 |
13F |
Toroso Investments, LLC
|
|
|
|
15 747 |
|
463 |
|
|
2025-07-16 |
13F |
State of Alaska, Department of Revenue
|
|
|
|
16 923 |
7,20 |
0 |
|
|
2025-08-26 |
NP |
NSIDX - Northern Small Cap Index Fund
|
|
|
|
13 491 |
0,54 |
397 |
2,32 |
|
2025-08-12 |
13F |
American Century Companies Inc
|
|
|
|
352 786 |
14,84 |
10 382 |
16,70 |
|
2025-08-14 |
13F |
Hancock Whitney Corp
|
|
|
|
6 847 |
|
202 |
|
|
2025-08-26 |
NP |
JMEE - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
42 374 |
3,40 |
1 247 |
5,14 |
|
2025-07-28 |
NP |
RWJ - Invesco S&P SmallCap 600 Revenue ETF
|
|
|
|
16 911 |
3,25 |
477 |
−5,37 |
|
2025-08-07 |
13F |
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
7 414 |
31,57 |
218 |
33,74 |
|
2025-06-26 |
NP |
DXUV - Dimensional US Vector Equity ETF
|
|
|
|
283 |
784,38 |
8 |
600,00 |
|
2025-07-14 |
13F |
UMA Financial Services, Inc.
|
|
|
|
16 |
|
0 |
|
|
2025-08-27 |
NP |
RYRUX - Russell 2000 2x Strategy Fund A-Class Shares
|
|
|
|
147 |
0,68 |
4 |
0,00 |
|
2025-08-08 |
13F/A |
Sterling Capital Management LLC
|
|
|
|
770 |
55,24 |
23 |
57,14 |
|
2025-06-26 |
NP |
ISCV - iShares Morningstar Small-Cap Value ETF
|
|
|
|
5 791 |
8,67 |
163 |
−2,40 |
|
2025-08-14 |
13F |
Mariner, LLC
|
|
|
|
8 849 |
21,09 |
260 |
23,22 |
|
2025-08-13 |
13F |
First Trust Advisors Lp
|
|
|
|
6 875 |
|
202 |
|
|
2025-08-15 |
13F |
Captrust Financial Advisors
|
|
|
|
35 673 |
0,57 |
1 050 |
2,14 |
|
2025-08-13 |
13F |
Invesco Ltd.
|
|
|
|
290 213 |
16,95 |
8 541 |
18,84 |
|
2025-08-14 |
13F |
Comerica Bank
|
|
|
|
18 632 |
4,29 |
548 |
6,00 |
|
2025-07-31 |
13F |
State of New Jersey Common Pension Fund D
|
|
|
|
66 979 |
4,04 |
1 971 |
5,74 |
|
2025-08-13 |
13F |
Northern Trust Corp
|
|
|
|
332 094 |
9,38 |
9 774 |
11,16 |
|
2025-06-24 |
NP |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
|
|
|
|
352 |
60,00 |
10 |
50,00 |
|
2025-08-13 |
13F |
ExodusPoint Capital Management, LP
|
|
|
|
13 459 |
|
0 |
|
|
2025-06-26 |
NP |
DFSV - Dimensional US Small Cap Value ETF
|
|
|
|
87 893 |
45,12 |
2 478 |
30,16 |
|
2025-08-27 |
13F/A |
Squarepoint Ops LLC
|
|
|
|
12 511 |
40,98 |
368 |
43,75 |
|
2025-08-28 |
NP |
VLU - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
1 302 |
7,87 |
38 |
11,76 |
|
2025-06-26 |
NP |
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
36 890 |
1,00 |
1 040 |
−9,42 |
|
2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
40 776 |
9,09 |
1 149 |
0,00 |
|
2025-08-26 |
NP |
VVICX - Voya VACS Index Series SC Portfolio
|
|
|
|
2 294 |
4,99 |
68 |
6,35 |
|
2025-08-14 |
13F |
Aquatic Capital Management LLC
|
|
|
|
9 570 |
67,37 |
282 |
70,30 |
|
2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
947 |
1 083,75 |
28 |
1 250,00 |
|
2025-08-14 |
13F |
Point72 Asset Management, L.P.
|
|
|
|
3 699 |
|
109 |
|
|
2025-08-14 |
13F |
GWM Advisors LLC
|
|
|
|
12 091 |
|
356 |
|
|
2025-06-26 |
NP |
FLXSX - Fidelity Flex Small Cap Index Fund
|
|
|
|
5 553 |
17,20 |
157 |
5,41 |
|
2025-08-12 |
13F |
Prudential Financial Inc
|
|
|
|
30 493 |
5,65 |
897 |
7,43 |
|
2025-08-29 |
NP |
JAFVX - Strategic Equity Allocation Trust Series NAV
|
|
|
|
4 525 |
9,19 |
133 |
10,83 |
|
2025-06-24 |
NP |
BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF
|
|
|
|
10 607 |
11,50 |
299 |
0,34 |
|
2025-05-29 |
NP |
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1
|
|
|
|
234 |
3,08 |
7 |
−14,29 |
|
2025-08-27 |
NP |
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
15 205 |
31,25 |
447 |
33,43 |
|
2025-08-08 |
13F |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
7 292 |
|
215 |
|
|
2025-08-12 |
13F |
Aigen Investment Management, Lp
|
|
|
|
7 139 |
|
210 |
|
|
2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
63 051 |
41,29 |
2 |
0,00 |
|
2025-08-13 |
13F |
Fisher Asset Management, LLC
|
|
|
|
53 638 |
0,01 |
1 579 |
1,61 |
|
2025-07-28 |
NP |
AVUV - Avantis U.S. Small Cap Value ETF
|
|
|
|
250 642 |
27,57 |
7 066 |
16,95 |
|
2025-08-11 |
13F |
Rothschild Investment Llc
|
|
|
|
95 |
533,33 |
3 |
|
|
2025-08-22 |
NP |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A
|
|
|
|
4 468 |
4,00 |
131 |
5,65 |
|
2025-08-14 |
13F |
Rafferty Asset Management, LLC
|
|
|
|
18 478 |
8,48 |
544 |
10,14 |
|
2025-07-28 |
NP |
VCSLX - Small Cap Index Fund
|
|
|
|
11 938 |
8,82 |
337 |
−0,30 |
|
2025-08-15 |
13F |
Great West Life Assurance Co /can/
|
|
|
|
26 946 |
8,99 |
1 |
|
|
2025-08-28 |
NP |
SPTM - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
6 140 |
1,82 |
181 |
3,45 |
|
2025-05-15 |
13F |
Texas Permanent School Fund
|
|
|
|
16 815 |
|
474 |
|
|
2025-08-04 |
13F |
Creative Financial Designs Inc /adv
|
|
|
|
286 |
2,88 |
8 |
0,00 |
|
2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
68 519 |
21,66 |
2 017 |
23,61 |
|
2025-08-27 |
NP |
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A
|
|
|
|
15 841 |
0,74 |
466 |
2,42 |
|
2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
689 791 |
0,87 |
20 301 |
2,49 |
|
2025-08-12 |
13F |
Charles Schwab Investment Management Inc
|
|
|
|
328 101 |
14,54 |
9 656 |
16,41 |
|
2025-08-07 |
13F |
Hennion & Walsh Asset Management, Inc.
|
|
|
|
20 608 |
6,87 |
606 |
8,60 |
|
2025-07-30 |
NP |
BFOR - Barron's 400 ETF
|
|
|
|
12 410 |
16,77 |
350 |
14,80 |
|
2025-08-20 |
NP |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II
|
|
|
|
5 464 |
13,60 |
161 |
15,11 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
Call
|
|
0 |
|
0 |
|
|
2025-08-13 |
13F |
Twin Peaks Wealth Advisors, LLC
|
|
|
|
81 |
|
2 |
|
|