IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF - Net Long/Short Value

iShares Trust - iShares S&P Mid-Cap 400 Value ETF
US ˙ ARCA ˙ US4642877058

IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF - Net Long/Short Value
Den här sidan ger nettovärderingarna långa/korta för varje institutionellt innehav som rapporterats via 13F- eller NPORT-anmälningar. För att beräkna nettolångt/kortt värde adderar vi aktievärdet till köpoptionsvärdet och subtraherar säljoptionsvärdet. Fonder som rapporterar kortlånade positioner kommer att rapportera aktievärden som negativa. Långa nettopositioner kommer att ha positiva siffror i kolumnen netto lång/kort, och korta nettopositioner kommer att ha negativa värden i den kolumnen.
Ägare Eget kapitalvärde
($1000)
Call värde
($1000)
Put värde
($1000)
Net Long/Short
($1000)
Pathstone Holdings, LLC
Csenge Advisory Group
Umpqua Bank
Mv Capital Management, Inc.
Neumann Capital Management, LLC
Harbour Capital Advisors, LLC
Emerald Investment Partners, Llc
Mesirow Financial Investment Management, Inc.
Accredited Investors Inc.
Root Financial Partners, LLC
Founders Grove Wealth Partners, Llc
Boston Family Office Llc
Global Trust Asset Management, LLC
Albion Financial Group /ut
Novem Group
Private Trust Co Na
Innovative Wealth Building LLC
Bank Of Montreal /can/
Washington Trust Bank
IMA Wealth, Inc.
Burkett Financial Services, Llc
Tiemann Investment Advisors, Llc
Breakwater Capital Group
SOL Capital Management CO
Cerity Partners LLC
Oppenheimer & Co Inc
AdvisorNet Financial, Inc
Kayne Anderson Rudnick Investment Management Llc
Umb Bank N A/mo
Schaper Benz & Wise Investment Counsel Inc/wi
River Street Advisors LLC
Running Point Capital Advisors, LLC
Us Bancorp \de\
Confluence Wealth Services, Inc.
Financial Advocates Investment Management
Fmr Llc
Wealth Enhancement Advisory Services, Llc
Synovus Financial Corp
Meridian Wealth Management, LLC
Cookson Peirce & Co Inc
Cetera Investment Advisers
Mayflower Financial Advisors, LLC
Susquehanna International Group, Llp
Consolidated Planning Corp
Corundum Trust Company, INC
IFG Advisors, LLC
Investmark Advisory Group LLC
SPC Financial, Inc.
Archer Investment Corp
Beaird Harris Wealth Management, LLC
Oribel Capital Management, LP
Horizon Investments, LLC
Farmers & Merchants Investments Inc
Main Street Group, LTD
Hm Payson & Co
Prime Capital Investment Advisors, LLC
Bailard, Inc.
Park Place Capital Corp
Y-Intercept (Hong Kong) Ltd
Zions Bancorporation, National Association /ut/
Alesco Advisors Llc
Vicus Capital
Advisor Resource Council
Hsbc Holdings Plc
C2C Wealth Management, LLC
Mariner, LLC
Financial Advisory Service, Inc.
Janney Montgomery Scott LLC
S.A. Mason LLC
Oxford Financial Group Ltd
Exencial Wealth Advisors, Llc
International Assets Investment Management, Llc
American National Bank
National Asset Management, Inc.
Retirement Planning Co of New England, Inc.
Keybank National Association/oh
Evergreen Capital Management Llc
Sowell Financial Services LLC
Fayez Sarofim & Co
Moneywise, Inc.
Sawyer & Company, Inc
BKM Wealth Management, LLC
Kingswood Wealth Advisors, Llc
Capital Investment Counsel, Inc
AlphaStar Capital Management, LLC
Provenance Wealth Advisors, LLC
Rsm Us Wealth Management Llc
Patriot Investment Management Inc.
Alerus Financial Na
Wealth Advisory Solutions, LLC
Meridian Financial, LLC
Thompson Siegel & Walmsley Llc
Ashton Thomas Private Wealth, LLC
Strategic Blueprint, LLC
Aptus Capital Advisors, LLC
Claro Advisors LLC
Harbour Investments, Inc.
Financial Engines Advisors L.L.C.
Hartland & Co., LLC
Goelzer Investment Management, Inc.
CoreCap Advisors, LLC
Cardiff Park Advisors, Llc
Guidance Point Advisors, LLC
Sound Income Strategies, LLC
Gallacher Capital Management LLC
Triangle Securities Wealth Management
MKT Advisors LLC
Modera Wealth Management, LLC
Friday Financial
Morgan Stanley
HB Wealth Management, LLC
StoneCrest Wealth Management, Inc.
Adviser Investments LLC
Swp Financial Llc
Brookstone Capital Management
King Wealth
Sensible Money, LLC
Independent Advisor Alliance
Mendota Financial Group, LLC
Sunbelt Securities, Inc.
Jmac Enterprises Llc
LTG Capital LLC
Bonfire Financial
Royal Fund Management, LLC
Pacific Center for Financial Services
Oakworth Capital, Inc.
Venture Visionary Partners LLC
Ameritas Investment Partners, Inc.
CFS Investment Advisory Services, LLC
Professional Financial Advisors, LLC
N.E.W. Advisory Services LLC
CIBC Private Wealth Group, LLC
Griffin Asset Management, Inc.
Global Retirement Partners, LLC
First Trust Advisors Lp
Buckingham Strategic Partners
CAPROCK Group, Inc.
Turning Point Benefit Group, Inc.
DAVENPORT & Co LLC
Allegheny Financial Group LTD
Compass Investment Advisers LLC
Arkadios Wealth Advisors
Aspire Growth Partners LLC
Franklin Resources Inc
Promus Capital, LLC
Becker Capital Management Inc
Noble Wealth Management PBC
Kings Path Partners LLC
Baron Silver Stevens Financial Advisors, Llc
Tiaa Trust, National Association
Spire Wealth Management
Ronald Blue Trust, Inc.
Larson Financial Group LLC
Wealthspire Advisors, LLC
JPL Wealth Management, LLC
Foster & Motley Inc
Hazlett, Burt & Watson, Inc.
First Merchants Corp
Panoramic Investment Advisors, Llc
Insight Advisors, LLC/ PA
BTG Pactual Asset Management US LLC
Aufman Associates Inc
Quadrant Private Wealth Management, LLC
HighTower Advisors, LLC
Signature Resources Capital Management, LLC
Ifrah Financial Services, Inc.
Parkside Financial Bank & Trust
Revolve Wealth Partners, LLC
Jpmorgan Chase & Co
Cobblestone Capital Advisors Llc /ny/
Ameriprise Financial Inc
Hilltop National Bank
Cosner Financial Group, LLC
Peapack Gladstone Financial Corp
Fifth Third Wealth Advisors LLC
Blackston Financial Advisory Group, LLC
Associated Banc-corp
Anchor Capital Advisors Llc
BRYN MAWR TRUST Co
Total Wealth Planning, Llc
Perkins Coie Trust Co
Heritage Family Offices, LLP
Allworth Financial LP
Indiana Trust & Investment Management CO
Beacon Pointe Advisors, LLC
Chicago Partners Investment Group LLC
Huntleigh Advisors, Inc.
EPG Wealth Management LLC
Qube Research & Technologies Ltd
Founders Financial Alliance, LLC
Thurston, Springer, Miller, Herd & Titak, Inc.
Vance Wealth, Inc.
Tortoise Investment Management, LLC
Fiduciary Financial Group, Llc
Bank of New York Mellon Corp
SOUTH STATE Corp
Community Bank & Trust, Waco, Texas
Fiduciary Alliance LLC
Nations Financial Group Inc, /ia/ /adv
DHJJ Financial Advisors, Ltd.
Gryphon Financial Partners LLC
BOK Financial Private Wealth, Inc.
Cozad Asset Management Inc
Midwest Trust Co
Ameriflex Group, Inc.
Avantax Advisory Services, Inc.
GAMMA Investing LLC
Thompson Investment Management, Inc.
Howe & Rusling Inc
Advisor Group Holdings, Inc.
FRG Family Wealth Advisors LLC
Moisand Fitzgerald Tamayo, LLC
Main Street Financial Solutions, LLC
Northwestern Mutual Wealth Management Co
Atlantic Union Bankshares Corp
Buttonwood Financial Advisors Inc.
Alexis Investment Partners, LLC
McMahon Financial Advisors, LLC
Principal Securities, Inc.
Calamos Wealth Management LLC
BlueChip Wealth Advisors LLC
VSM Wealth Advisory, LLC
KPP Advisory Services LLC
Nikulski Financial, Inc.
First Commonwealth Financial Corp /pa/
Kestra Private Wealth Services, Llc
Atlas Brown,Inc.
Creekmur Asset Management LLC
Hilltop Holdings Inc.
Simon Quick Advisors, Llc
ETF Portfolio Partners, Inc.
Signaturefd, Llc
Blankinship & Foster, LLC
Rockbridge Investment Management, LCC
Russell Investments Group, Ltd.
Pittenger & Anderson Inc
Narwhal Capital Management
Wolff Financial Management Llc
Charter Trust Co
Pacifica Partners Inc.
Doliver Advisors, Lp
RMG Wealth Management LLC
Clifford Swan Investment Counsel Llc
Kestra Advisory Services, LLC
Thomasville National Bank
Callan Family Office, LLC
Brinker Capital Investments, LLC
Anchor Investment Management, LLC
Western Pacific Wealth Management, LP
Crescent Grove Advisors, LLC
Heartwood Wealth Advisors LLC
Hantz Financial Services, Inc.
Envestnet Portfolio Solutions, Inc.
Huntington National Bank
AE Wealth Management LLC
Shakespeare Wealth Management, Inc.
Allspring Global Investments Holdings, LLC
MorganRosel Wealth Management, LLC
Northern Oak Wealth Management Inc
Chapin Davis, Inc.
Acas, Llc
Gen-Wealth Partners Inc
Prospera Financial Services Inc
Team Financial Group, LLC
Clark Asset Management, LLC
Twin Peaks Wealth Advisors, LLC
Montecito Bank & Trust
Financial Perspectives, Inc
Axis Wealth Partners, LLC
Smithfield Trust Co
Pinnacle Financial Partners Inc
First Hawaiian Bank
Avantax Planning Partners, Inc.
Cwm, Llc
Saxon Interests, Inc.
One Capital Management, LLC
Holos Integrated Wealth LLC
Old National Bancorp /in/
Catalytic Wealth RIA, LLC
Motco
Aspiriant, Llc
Mezzasalma Advisors, LLC
MB Generational Wealth, LLC
Armstrong Advisory Group, Inc
Bnp Paribas Arbitrage, Sa
Wiley Bros.-aintree Capital, Llc
Mill Creek Capital Advisors, LLC
Rodgers & Associates, LTD
SRS Capital Advisors, Inc.
Nilsine Partners, LLC
Stordahl Capital Management, Inc.
Robertson Stephens Wealth Management, LLC
CIBC World Markets Inc.
Creative Planning
Greenup Street Wealth Management Llc
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Ancora Advisors, LLC
Stratos Wealth Advisors, LLC
Perritt Capital Management Inc
Phillips Financial Management, Llc
Whittier Trust Co
Great Valley Advisor Group, Inc.
Ausdal Financial Partners, Inc.
Presilium Private Wealth, Llc
First Citizens Financial Corp
Wbh Advisory Inc
Texas Yale Capital Corp.
GWM Advisors LLC
M1 Capital Management LLC
Westwood Holdings Group Inc
Busey Wealth Management
Ryan Investment Management, Inc.
GeoWealth Management, LLC
Smith Anglin Financial, LLC
Asset Dedication, LLC
Cape Investment Advisory, Inc.
Wsfs Capital Management, Llc
Destiny Capital Corp/CO
Sequoia Financial Advisors, LLC
Rothschild Investment Llc
Fifth Third Bancorp
Capital Advisors, Ltd. LLC
Whalen Wealth Management Inc.
Smartleaf Asset Management LLC
Farther Finance Advisors, LLC
PBMares Wealth Management LLC
Sage Financial Group Inc
Soltis Investment Advisors LLC
Romano Brothers And Company
Sapient Capital Llc
Rockefeller Capital Management L.P.
WealthCollab, LLC
Lewis Asset Management, LLC
Renasant Bank
Smith Chas P & Associates Pa Cpas
VeraBank, N.A.
Patriot Financial Group Insurance Agency, LLC
Integrated Wealth Concepts LLC
Stephens Inc /ar/
PKS Advisory Services, LLC
High Note Wealth, LLC
Captrust Financial Advisors
Sandy Spring Bank
Independent Family Office, LLC
SJA Financial Advisory, LLC
Pacific Financial Group Inc
Eclectic Associates Inc /adv
DT Investment Partners, LLC
Cornerstone Advisory, LLC
Zrc Wealth Management, Llc
Rise Advisors, LLC
Empowered Funds, LLC
Wealth Preservation Advisors, LLC
Betterment LLC
Fidelis Capital Partners, LLC
Topsail Wealth Management, LLC
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
Foundation Wealth Management, LLC
Alpha Financial Advisors, LLC
Royal Bank Of Canada
Millstone Evans Group, LLC
Resources Investment Advisors, LLC.
Wells Fargo & Company/mn
apricus wealth, LLC
BancorpSouth Bank
Astra Wealth Partners LLC
Stratos Wealth Partners, LTD.
GHP Investment Advisors, Inc.
Reynders McVeigh Capital Management, LLC
Trail Ridge Investment Advisors, LLC
Legacy Bridge, LLC
LRI Investments, LLC
Koss-Olinger Consulting, LLC
Alliancebernstein L.p.
JTC Employer Solutions Trusteee Ltd
Trust Co
Piscataqua Savings Bank
Dunhill Financial, LLC
Cassaday & Co Wealth Management LLC
Salem Investment Counselors Inc
Bank Of Stockton
Omega Financial Group, LLC
Heritage Wealth Management, Inc. /CA/
Dakota Wealth Management
Midwest Capital Advisors, LLC
LMG Wealth Partners, LLC
Wealthcare Advisory Partners LLC
DDFG, Inc
Nbc Securities, Inc.
North Capital, Inc.
Bradley Foster & Sargent Inc/ct
Front Row Advisors LLC
EP Wealth Advisors, Inc.
Renaissance Technologies Llc
Matthew Goff Investment Advisor, LLC
Northern Trust Corp
Raymond James Financial Inc
Parallel Advisors, LLC
Operose Advisors LLC
Ritter Daniher Financial Advisory LLC / DE
Sittner & Nelson, Llc
Pensionmark Financial Group, Llc
Idaho Trust Bank
Transform Wealth, LLC
Kmg Fiduciary Partners, Llc
Cambridge Investment Research Advisors, Inc.
Campion Asset Management LLC
Wick Capital Partners, LLC
Future Fund LLC
Schneider Downs Wealth Management Advisors, LP
Perfromance Wealth Partners, LLC
Money Concepts Capital Corp
Heritage Investors Management Corp
Wesbanco Bank Inc
Davidson Trust Co
NorthCrest Asset Manangement, LLC
TD Waterhouse Canada Inc.
Mission Wealth Management, Lp
Cullen/frost Bankers, Inc.
Wedbush Securities Inc
Frank, Rimerman Advisors LLC
American Trust
Factorial Partners, Llc
Fairscale Capital, LLC
Harwood Advisory Group, LLC
Heck Capital Advisors, LLC
Kwmg, Llc
Future Financial Wealth Managment LLC
Financial Partners Group, Inc
Bridges Investment Management Inc
Golden State Wealth Management, LLC
Heritage Wealth Advisors
North Star Investment Management Corp.
Richards, Merrill & Peterson, Inc.
LaSalle St. Investment Advisors, LLC
Haverford Trust Co
Strategic Wealth Partners, Ltd.
Midland Wealth Advisors Llc
Sterling Financial Planning, Inc.
Atlantic Edge Private Wealth Management, LLC
Choate Investment Advisors
Almanack Investment Partners, LLC.
Kingsview Wealth Management, LLC
Brighton Jones Llc
Close Asset Management Ltd
Wealth Advisory Team LLC
Tsfg, Llc
Tyche Wealth Partners LLC
Vickerman Investment Advisors, Inc.
Salomon & Ludwin, LLC
Ullmann Financial Group, Inc.
Resources Management Corp /ct/ /adv
Purkiss Capital Advisors LLC
Holland Advisory Services, Inc.
Accurate Wealth Management, LLC
Veridan Wealth LLC
Cranbrook Wealth Management, LLC
Bragg Financial Advisors, Inc
Aft, Forsyth & Company, Inc.
Mystic Asset Management, Inc.
Breakwater Investment Management
Commerce Bank
Ellevest, Inc.
Milestone Investment Advisors LLC
Concurrent Investment Advisors, LLC
Tower Research Capital LLC (TRC)
CoreFirst Bank & Trust
Stenger Family Office, LLC
Carnegie Capital Asset Management, LLC
Orion Portfolio Solutions, LLC
Weil Company, Inc.
U.S. Capital Wealth Advisors, LLC
Capital Investment Advisors, LLC
UBS Group AG
Northwest Capital Management Inc
Zhang Financial LLC
Ally Invest Advisors Inc.
Harbor Investment Advisory, Llc
Houlihan Financial Resource Group, Ltd.
Willner & Heller, Llc
Truist Financial Corp
Marshall & Sterling Wealth Advisors Inc.
Rossby Financial, LCC
Stephenson National Bank & Trust
Aqr Capital Management Llc
Citizens Financial Group Inc/ri
Advisory Services Network, LLC
Baird Financial Group, Inc.
Semmax Financial Advisors Inc.
Gladstone Institutional Advisory LLC
First Citizens Bank & Trust Co
MBL Wealth, LLC
Ellis Investment Partners, LLC
Modern Wealth Management, LLC
Evergreen Private Wealth LLC
Eastern Bank
Citadel Advisors Llc
Lido Advisors, LLC
McIlrath & Eck, LLC
UMA Financial Services, Inc.
Stock Yards Bank & Trust Co
HCR Wealth Advisors
Cambridge Financial Group, LLC
Capital Square, LLC
Flaharty Asset Management, LLC
Colonial Trust Co / SC
Warren Averett Asset Management, LLC
Lutz Financial Services LLC
Asset Management Group, Inc.
IHT Wealth Management, LLC
CX Institutional
JMG Financial Group, Ltd.
Sigma Investment Counselors Inc
Wellspring Financial Advisors, LLC
Centerpoint Advisors, LLC
Steward Partners Investment Advisory, Llc
Miracle Mile Advisors, LLC
SNS Financial Group, LLC
Stephens Consulting, LLC
River Wealth Advisors LLC
Insight Inv LLC
EverSource Wealth Advisors, LLC
Abound Wealth Management
Wolff Wiese Magana Llc
CRA Financial Services, LLC
American Financial & Tax Strategies Inc
Allium Financial Advisors, Llc
Fund Evaluation Group, LLC
Comerica Bank
Old Second National Bank Of Aurora
Cresset Asset Management, LLC
Quaker Wealth Management, LLC
Horizon Wealth Management, LLC
Keel Point, LLC
Family Firm, Inc.
Brightwater Advisory LLC
MAI Capital Management
Meridian Investment Counsel Inc.
Partners Wealth Management, Llc
Goldstein Advisors, LLC
Beaumont Financial Advisors, LLC
Private Wealth Asset Management, LLC
Atomi Financial Group, Inc.
Comprehensive Financial Planning, Inc./PA
Key FInancial Inc
PFS Partners, LLC
Hancock Whitney Corp
Creative Financial Designs Inc /adv
Total Investment Management Inc
Rosenberg Matthew Hamilton
Pin Oak Investment Advisors Inc
Great Lakes Advisors, Llc
Glenmede Trust Co Na
Clientfirst Wealth Management, LLC
Old Point Trust & Financial Services N A
Jane Street Group, Llc
TFC Financial Management
Cornerstone Wealth Management, LLC
Madden Advisory Services, Inc.
Cambridge Advisors Inc.
Anb Bank
Pnc Financial Services Group, Inc.
Townsend Asset Management Corp /nc/ /adv
TOWER TRUST & INVESTMENT Co
Fulton Bank, N.a.
Oxler Private Wealth LLC
Regions Financial Corp
Sunesis Advisors, LLC
Strategic Family Wealth Counselors, L.L.C.
MEMBERS Trust Co
Bay Capital Advisors, LLC
Enzi Wealth
V2 Financial group LLC
First Command Advisory Services, Inc.
IFG Advisory, LLC
Essex Financial Services, Inc.
Quantinno Capital Management LP
Paragon Private Wealth Management, LLC
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
Argent Trust Co
LPL Financial LLC
Hrt Financial Lp
Rhumbline Advisers
Rice Partnership, LLC
RFG Advisory, LLC
Bristlecone Advisors, LLC
Thoroughbred Financial Services, Llc
Farmers & Merchants Trust Co of Chambersburg PA
Grove Bank & Trust
Holistic Planning, LLC
Rialto Wealth Management, LLC
Massmutual Trust Co Fsb/adv
Level Four Advisory Services, Llc
Smith Shellnut Wilson Llc /adv
Richmond Investment Services, LLC
Hudson Capital Management LLC
Nicholas Hoffman & Company, LLC.
O'shaughnessy Asset Management, Llc
Ritholtz Wealth Management
Courier Capital Llc
West Paces Advisors Inc.
Hemington Wealth Management
Traub Capital Management LLC
Naples Global Advisors, Llc
Capital Analysts, Inc.
MSH Capital Advisors LLC
Tompkins Financial Corp
FC Advisory LLC
Sageworth Trust Co
AMG National Trust Bank
MidAtlantic Capital Management, Inc.
Pettyjohn, Wood & White, Inc
Halbert Hargrove Global Advisors, Llc
BankPlus Trust Department
Milestones Private Investment Advisors LLC
Stuart Chaussee & Associates, Inc.
Mercer Global Advisors Inc /adv
Jfs Wealth Advisors, Llc
Ironwood Financial, llc
Fiduciary Trust Co
SlateStone Wealth, LLC
Portland Global Advisors LLC
Whittier Trust Co Of Nevada Inc
Mma Asset Management Llc
Finley Financial, LLC
Lindbrook Capital, Llc
Gw Henssler & Associates Ltd
Envestnet Asset Management Inc
Rockwood Wealth Management, LLC
Fundamentun, Llc
Qrg Capital Management, Inc.
Colony Group, LLC
NWF Advisory Services Inc.
Nbt Bank N A /ny
Sigma Planning Corp
IMS Capital Management
Colonial Trust Advisors
Oldfather Financial Services, LLC
Valeo Financial Advisors, LLC
Dana Investment Advisors, Inc.
StoneX Group Inc.
Opes Wealth Management LLC
Tocqueville Asset Management L.p.
Perigon Wealth Management, LLC
Christensen, King & Associates Investment Services, Inc.
Natixis Advisors, L.p.
Pure Financial Advisors, Inc.
Mechanics Financial Corp
Burke & Herbert Bank & Trust Co
Vanguard Group Inc
Weinberger Asset Management, Inc
Aprio Wealth Management, LLC
Daymark Wealth Partners, Llc
Union Savings Bank
Thrivent Financial For Lutherans
Johnson Financial Group, Inc.
National Bank Of Canada /fi/
AssuredPartners Investment Advisors, LLC
Willis Johnson & Associates, Inc.
M&t Bank Corp
Relyea Zuckerberg Hanson LLC
MONECO Advisors, LLC
Evensky & Katz LLC
First Horizon Advisors, Inc.
Dopkins Wealth Management, Llc
Kohmann Bosshard Financial Services, LLC
Rik Saylor Financial, Inc.
Country Club Bank /gfn
Valley National Advisers Inc
Bravias Capital Group, LLC
Palouse Capital Management, Inc.
JNBA Financial Advisors
Founders Financial Securities Llc
Clarity Asset Management, Inc.
Geneos Wealth Management Inc.
Riverbend Wealth Management, LLC
Rehmann Capital Advisory Group
Garde Capital, Inc.
Princeton Global Asset Management LLC
Lodestar Private Asset Management Llc
Valmark Advisers, Inc.
Apollon Wealth Management, LLC
Moneta Group Investment Advisors Llc
Accelerate Investment Advisors LLC
InvesTrust
Stokes Family Office, LLC
SageView Advisory Group, LLC
Commonwealth Equity Services, Llc
Murphy & Mullick Capital Management Corp
Texas Capital Bank Wealth Management Services Inc
LexAurum Advisors, LLC
AlphaCore Capital LLC
CNB Bank
NorthRock Partners, LLC
Bokf, Na
Essex LLC
Bangor Savings Bank
Inlight Wealth Management, LLC
Cornerstone Planning, LLC
First County Bank /CT/
Chung Wu Investment Group, LLC
Tradewinds Capital Management, LLC
Glen Eagle Advisors, LLC
Evoke Wealth, Llc
J.w. Cole Advisors, Inc.
Waldron Private Wealth LLC
SOA Wealth Advisors, LLC.
Peregrine Asset Advisers, Inc.
Bellwether Advisors, LLC
Mount Yale Investment Advisors, LLC
Teachers Insurance & Annuity Association Of America
First Heartland Consultants, Inc.
Jackson, Grant Investment Advisers, Inc.
Anfield Capital Management, LLC
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Mascoma Wealth Management LLC
Trust Co Of Vermont
Change Path, LLC
Equitable Trust Co
Blair William & Co/il
Johnson Investment Counsel Inc
Whitaker-Myers Wealth Managers, LTD.
Financial Alternatives, Inc
Concord Wealth Partners
Center for Financial Planning, Inc.
Orion Capital Management LLC
Glenmede Investment Management, LP
Blue Edge Capital, LLC
Pinnacle Family Advisors, LLC
Net Worth Advisory Group
Moloney Securities Asset Management, LLC
Sierra Capital LLC
Stifel Financial Corp
B&l Asset Management Llc
Bank of New Hampshire
Family Wealth Group, LLC
Mml Investors Services, Llc
Belpointe Asset Management LLC
Tidemark, LLC
Signature Estate & Investment Advisors Llc
Novak & Powell Financial Services, Inc.
Sanibel Captiva Trust Company, Inc.
Western Wealth Management, LLC
Capital Investment Advisory Services, LLC
Elwood & Goetz Wealth Advisory Group, LLC
Bleakley Financial Group, LLC
Td Private Client Wealth Llc
Empower Advisory Group, LLC
Advisors Capital Management, LLC
Sather Financial Group Inc
Crestwood Advisors Group LLC
CENTRAL TRUST Co
Kanawha Capital Management Llc
Graypoint LLC
Greenleaf Trust
Anderson Hoagland & Co
Bear Mountain Capital, Inc.
Beirne Wealth Consulting Services, LLC
MainStreet Investment Advisors LLC
United Community Bank
Quadcap Wealth Management, LLC
HighMark Wealth Management LLC
Mather Group, Llc.
Citigroup Inc
Jones Financial Companies Lllp
Alpine Bank Wealth Management
Goldman Sachs Group Inc
Lee-Kelleher Wealth Management
Savant Capital, LLC
SCS Capital Management LLC
Bogart Wealth, LLC
Coldstream Capital Management Inc
POM Investment Strategies, LLC
Equitable Holdings, Inc.
New Age Alpha Advisors, LLC
City Holding Co
Fuller & Thaler Asset Management, Inc.
Allied Investment Advisors, LLC
Pinnacle Bancorp, Inc.
Independence Bank of Kentucky
Ironsides Asset Advisors, LLC
GPS Wealth Strategies Group, LLC
Glass Jacobson Investment Advisors llc
Atlantic Trust, LLC
IFP Advisors, Inc
Advisors Management Group Inc /adv
Connecticut Wealth Management, LLC
D.a. Davidson & Co.
Brown Advisory Inc
Eagle Strategies LLC
Kovitz Investment Group Partners, LLC
Valley Forge Investment Consultants Inc Adv
BlackRock, Inc.
Dumont & Blake Investment Advisors Llc
Clark Capital Management Group, Inc.
Sonata Capital Group Inc
BKD Wealth Advisors, LLC
Sage Mountain Advisors LLC
Awm Capital, Llc
Assetmark, Inc
Bank Of America Corp /de/
Ameritas Advisory Services, LLC
CI Private Wealth, LLC
Centennial Bank/AR/
TAGStone Capital, Inc.
Prosperity Planning, Inc.
Congress Wealth Management LLC / DE /
Murphy, Middleton, Hinkle & Parker, Inc.
Petra Financial Advisors Inc
Kentucky Trust Co
Liberty Wealth Management Llc
First City Capital Management, Inc.
Laurel Wealth Advisors LLC
Bessemer Group Inc
Private Advisor Group, LLC
Bremer Bank National Association
Plante Moran Financial Advisors, LLC
ORG Partners LLC
United Capital Financial Advisers, Llc
Nwam Llc
Lowe Brockenbrough & Co Inc
Summit Financial, LLC
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