IUSB / iShares Trust - iShares Core Universal USD Bond ETF - Institutionellt ägande - Säljare

iShares Trust - iShares Core Universal USD Bond ETF
US ˙ NasdaqGM ˙ US46434V6130

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2026-05-11 13F Hamrick Investment Counsel, llc 44 000 −4,35 2 032 −5,05
2026-01-26 13F Whittier Trust Co 0 −100,00 0
2026-01-23 13F Avion Wealth 0 −100,00 0
2026-01-23 13F Stanich Group LLC 0 −100,00 0
2026-05-08 13F SHP Wealth Management 1 155 −38,30 53 −39,08
2026-05-18 13F Centaurus Financial, Inc. 8 148 −2,55 0
2026-05-07 13F Vision Retirement, LLC 50 711 −15,90 2 342 −16,54
2026-04-09 13F Firethorn Wealth Partners, Llc 61 460 −1,70 2 839 −2,44
2026-04-27 13F Apeiron RIA LLC 440 640 −1,96 20 353 −2,62
2026-04-16 13F Quotient Wealth Partners, LLC 32 422 −4,07 1 498 −4,77
2026-05-01 13F Holistic Planning, LLC 10 162 −30,21 469 −30,72
2026-05-11 13F Linscomb & Williams, Inc. 31 163 −0,16 1 439 −0,90
2026-05-04 13F Stirlingshire Investments, Inc. 20 437 −1,74 945 −2,58
2026-05-11 13F Aprio Wealth Management, LLC 26 503 −10,15 1 224 −10,79
2026-05-06 13F Oxford Financial Group Ltd 0 −100,00 0
2026-02-14 13F American Trust 0 −100,00 0
2026-04-14 13F Opal Wealth Advisors, LLC 6 676 −55,20 308 −55,56
2026-05-15 13F Rehmann Capital Advisory Group 10 882 −0,36 503 −1,18
2026-05-13 13F Kingdom Financial Group LLC. 9 989 −3,87 461 −4,55
2026-04-15 13F Snider Financial Group 0 −100,00 0
2026-05-11 13F RWM Asset Management, LLC 4 341 −8,59 201 −9,50
2026-04-29 13F CFS Investment Advisory Services, LLC 370 137 −0,02 17 222 −0,04
2026-04-22 13F Smallwood Wealth Investment Management, LLC 0 −100,00 0
2026-05-06 13F Hurley Capital, LLC 0 −100,00 0
2026-04-08 13F KWB Wealth 447 733 −1,89 20 838 −1,89
2026-04-20 13F Sowell Financial Services LLC 18 788 −10,90 868 −11,62
2026-04-28 13F GM Advisory Group, Inc. 573 367 −1,25 26 484 −1,99
2026-05-05 13F D.a. Davidson & Co. 326 201 −3,15 15 067 −3,88
2026-05-01 13F HFM Investment Advisors, LLC 334 −0,30 15 0,00
2026-05-15 13F Second Line Capital, LLC 0 −100,00 0
2026-05-08 13F Align Financial, LLC 76 797 −97,31 3 547 24,46
2026-05-12 13F Kovack Advisors, Inc. 41 864 −2,35 1 931 −3,21
2026-01-28 13F Dentgroup LLC 47 129 −7,15 2 193 −7,47
2026-04-28 13F Sheridan Capital Management, LLC 68 220 −5,61 3 151 −6,30
2026-05-15 13F Blueprint Investment Partners LLC 0 −100,00 0
2026-05-15 13F Goldman Sachs Group Inc 12 331 −87,51 570 −87,62
2026-05-13 13F Federation des caisses Desjardins du Quebec 70 −75,86 3 −76,92
2026-04-13 13F Farrell Financial LLC 28 572 −4,74 1 320 −5,45
2026-05-15 13F Flow Traders U.s. Llc 0 −100,00 0
2026-04-22 13F Western Financial Corp/CA 10 397 −0,57 480 −1,23
2026-05-15 13F Coppell Advisory Solutions LLC 0 −100,00 0
2026-04-27 13F Evolution Wealth Management Inc. 9 358 −0,46 432 −1,14
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 26 435 −8,21 1 0,00
2026-05-12 13F Waterloo Capital, L.P. 0 −100,00 0
2026-05-14 13F Allworth Financial LP 2 456 447 −1,59 113 463 −2,33
2026-05-06 13F Precision Wealth Strategies, LLC 11 830 −4,64 546 −5,37
2026-05-14 13F White Lighthouse Investment Management Inc. 85 101 −0,28 3 931 −1,03
2026-04-24 13F Swmg, Llc 103 610 −3,82 4 786 −4,81
2026-01-29 13F Comerica Bank 301 869 −6,52 14 049 −6,87
2026-04-20 13F City State Bank 7 384 −1,24 341 −1,73
2026-02-06 13F Axxcess Wealth Management, Llc 0 −100,00 0
2026-04-15 13F DecisionMap Wealth Management, LLC 4 516 −11,81 209 −12,61
2026-05-08 13F Creekmur Asset Management LLC 0 −100,00 0
2026-02-02 13F Chapman Financial Group, Llc 0 −100,00 0
2026-05-12 13F Stokes Family Office, LLC 574 741 −8,00 26 547 −8,69
2026-02-17 13F Wealth Watch Advisors, INC 0 −100,00 0
2026-04-20 13F SILVER OAK SECURITIES, Inc 649 −0,15 30 −3,33
2026-05-01 13F Anchor Investment Management, LLC 1 112 −23,36 51 −23,88
2026-02-13 13F Clearview Wealth Advisors LLC 45 770 −19,45 2 130 −19,74
2026-05-15 13F Two Sigma Securities, Llc 29 539 −72,93 1 364 −73,14
2026-04-15 13F Ffg Retirement Advisors Llc 134 011 −20,92 6 190 −21,52
2026-04-22 13F Keenan, LLC 15 763 −39,30 728 −39,74
2026-05-15 13F Intelligence Driven Advisers, LLC 971 550 −6,80 44 876 −7,50
2026-04-08 13F Dynamic Advisor Solutions LLC 12 786 −7,68 591 −8,39
2026-05-11 13F CFO4Life Group, LLC 13 418 −1,24 620 −2,06
2026-05-05 13F UBS Group AG 2 817 508 −6,62 130 141 −7,32
2026-04-16 13F Phillips Financial Management, Llc 24 631 −3,58 1 138 −4,29
2026-04-21 13F Laurel Oak Wealth Management, Llc 0 −100,00 0
2026-05-11 13F MCF Advisors LLC 16 115 −15,69 744 −16,31
2026-05-06 13F Windward Private Wealth Management Inc. 22 071 −2,69 1 019 −3,41
2026-04-14 13F Twelve Points Wealth Management LLC 20 578 −0,52 950 −1,55
2026-04-27 13F Tsfg, Llc 19 876 −0,32 1
2026-05-15 13F National Bank Of Canada /fi/ 4 387 −1,68 203 −2,42
2026-04-23 13F Conscious Wealth Investments, Llc 135 754 −0,04 6 302 −0,51
2026-05-06 13F Keystone Financial Services 492 610 −1,13 22 754 −1,88
2026-01-14 13F Braun-Bostich & Associates Inc. 0 −100,00 0
2026-05-14 13F Bridgewealth Advisory Group, LLC 4 564 −39,75 211 −40,34
2026-01-15 13F Retireful, LLC 0 −100,00 0
2026-05-13 13F Old North State Trust, LLC 32 015 −28,09 1 −50,00
2026-05-15 13F Tudor Investment Corp Et Al 0 −100,00 0
2026-04-06 13F CX Institutional 0 −100,00 0
2026-04-14 13F Patriot Investment Management Inc. 55 373 −0,03 2 558 −0,78
2026-04-23 13F Tarbox Family Office, Inc. 13 523 −0,69 625 −1,42
2026-02-13 13F LGT Financial Advisors LLC 0 −100,00 0 −100,00
2026-05-04 13F Optima Capital Llc 0 −100,00 0
2026-04-20 13F TFB Advisors LLC 8 539 −21,57 394 −22,13
2026-04-30 13F Kestra Advisory Services, LLC 1 281 107 −2,83 59 174 −3,56
2026-05-15 13F TCG Advisory Services, LLC 15 095 −11,60 697 −12,22
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 −100,00 0
2026-04-13 13F GoalVest Advisory LLC 0 −100,00 0
2026-04-29 13F Armor Investment Advisors, LLC 256 431 −0,14 11 845 −0,89
2026-05-01 13F Mutual Advisors, LLC 128 675 −57,57 5 943 −57,89
2026-05-12 13F Kingsview Wealth Management, LLC 127 214 −49,32 5 876 −49,70
2026-04-09 13F TrueWealth Advisors, LLC 11 795 −4,21 545 −5,06
2026-05-15 13F Fiduciary Trust Co 10 317 −1,37 477 −2,06
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 33 189 −4,40 1 533 −5,14
2026-04-29 13F Cary Street Partners Financial Llc 4 476 −5,37 207 −6,36
2026-01-26 13F Northwest Capital Management Inc 1 710 −79,35 80 −79,53
2026-02-13 13F Blueprint Financial Advisors LLC 0 −100,00 0
2026-02-10 13F Savant Capital, LLC 0 −100,00 0
2026-05-05 13F Plante Moran Financial Advisors, LLC 0 −100,00 0
2026-02-13 13F Seneschal Advisors, LLC 0 −100,00 0
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 0 −100,00 0
2026-05-15 13F Mercer Global Advisors Inc /adv 86 259 −75,81 3 984 −75,99
2026-05-15 13F JT Stratford LLC 738 320 −10,10 34 103 −10,77
2026-05-14 13F Hilltop Holdings Inc. 0 −100,00 0
2026-04-15 13F Midwest Heritage Bank, FSB 0 −100,00 0
2026-04-21 13F Decker Retirement Planning Inc. 0 −100,00 0
2026-02-05 13F Spectrum Strategic Capital Management, LLC 0 −100,00 0
2026-01-13 13F Parsons Capital Management Inc/ri 0 −100,00 0 −100,00
2026-03-05 13F Bush Investment Group, Llc 44 040 −0,20 2 050 −0,58
2026-04-21 13F Patton Albertson Miller Group, Llc 24 554 −0,87 1 134 −1,56
2026-01-30 13F Urban Wealth Management, LLC 0 −100,00 0 −100,00
2026-04-15 13F Merit Financial Group, LLC 416 141 −17,61 19 222 −18,23
2026-05-04 13F Mml Investors Services, Llc 7 265 228 −2,32 335 581 −3,06
2026-04-14 13F FC Advisory LLC 64 364 −0,28 2 973 −1,03
2026-04-27 13F Moneywise, Inc. 65 709 −9,64 3 035 −10,31
2026-05-04 13F Procyon Private Wealth Partners, LLC 0 −100,00 0
2026-05-15 13F Cresset Asset Management, LLC 19 160 −29,18 885 −29,71
2026-05-08 13F M1 Capital Management LLC 52 603 −23,47 2 430 −24,05
2026-05-08 13F Maia Wealth LLC 62 723 −8,61 2 897 −9,98
2026-01-26 13F Consolidated Portfolio Review Corp 0 −100,00 0
2026-05-15 13F City National Bank Of Florida /msd 74 984 −15,79 3 464 −16,43
2026-04-24 13F Argent Advisors, Inc. 32 087 −5,18 1 482 −5,84
2026-05-04 13F Copia Wealth Management 147 −10,37 7 −14,29
2026-05-11 13F Newport Capital Group, LLC 0 −100,00 0 −100,00
2026-05-05 13F Quartz Partners, LLC 20 108 −18,09 929 −18,74
2026-05-15 13F Tower Research Capital LLC (TRC) 50 −86,41 2 −88,24
2026-04-16 13F Montecito Bank & Trust 81 687 −4,29 3 773 −5,01
2026-05-06 13F Diversified Portfolios, Inc. 157 855 −17,13 7 291 −17,76
2026-04-22 13F MN Wealth Advisors, LLC 23 411 −1,90 1 081 −2,61
2026-05-05 13F Keyvantage Wealth, Llc 31 511 −13,38 1 455 −14,06
2026-04-20 13F Tanager Wealth Management LLP 301 632 −16,63 13 932 −17,25
2026-05-13 13F Invst, LLC 441 757 −2,68 20 405 −3,42
2026-05-05 13F Lane Brothers & Co Inc 11 677 −0,49 539 −1,28
2026-04-21 13F Paradigm Financial Partners, Llc 162 529 −4,07 7 507 −4,78
2026-05-13 13F Bank Of Montreal /can/ 11 358 −2,36 525 −3,14
2026-05-01 13F Advisors Capital Management, LLC 0 −100,00 0
2026-05-15 13F GWM Advisors LLC 0 −100,00 0
2026-02-18 13F NFP Retirement, Inc. 0 −100,00 0 −100,00
2026-02-09 13F Goepper Burkhardt LLC 0 −100,00 0
2026-04-20 13F Ronald Blue Trust, Inc. 483 642 −0,91 22 339 −1,66
2026-04-27 13F Td Private Client Wealth Llc 8 675 −14,54 401 −15,25
2026-04-10 13F Quaker Wealth Management, LLC 0 −100,00 0
2026-05-07 13F EPG Wealth Management LLC 122 −5,43 6 −16,67
2026-04-30 13F Csenge Advisory Group 219 564 −2,27 10 142 −3,00
2026-04-13 13F Foster Group, Inc. 30 137 −0,18 1 392 −0,93
2026-04-08 13F JGP Wealth Management, LLC 0 −100,00 0
2026-05-15 13F Charles Schwab Investment Management Inc 0 −100,00 0
2026-05-14 13F Us Bancorp \de\ 29 073 −98,07 1 343 −98,08
2026-04-28 13F Belpointe Asset Management LLC 15 890 −18,74 734 −19,45
2026-05-15 13F Fwl Investment Management, Llc 0 −100,00 0
2026-05-15 13F Armis Advisers, LLC 4 608 −12,76 212 −12,81
2026-02-02 13F TCI Wealth Advisors, Inc. 0 −100,00 0
2026-04-20 13F Hilton Head Capital Partners, LLC 404 −8,39 19 −10,00
2026-05-14 13F Baird Financial Group, Inc. 718 506 −21,41 33 188 −22,00
2026-01-15 13F Fortitude Family Office, LLC 0 −100,00 0
2026-02-17 13F SageView Advisory Group, LLC 123 487 −0,65 5 747 −1,02
2026-05-05 13F SOUTH STATE Corp 1 375 −5,43 64 −5,97
2026-05-16 13F Sunbelt Securities, Inc. 5 792 −1,75 268 −2,55
2026-05-13 13F BlackRock, Inc. 70 760 965 −1,55 3 268 449 −2,29
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 −100,00 0
2026-05-06 13F HighMark Wealth Management LLC 0 −100,00 0
2026-05-11 13F Daymark Wealth Partners, Llc 31 102 −3,22 1 437 −3,95
2026-02-13 13F RFP Financial Group LLC 0 −100,00 0
2026-05-01 13F Beverly Hills Private Wealth, LLC 4 589 −4,24 212 −5,38
2026-04-27 13F Wbh Advisory Inc 29 929 −1,66 1 379 −2,61
2026-04-22 13F Wiser Advisor Group LLC 0 −100,00 0
2026-05-05 13F Fisher Asset Management, LLC 7 022 −6,01 324 −6,63
2026-02-17 13F North Capital, Inc. 0 −100,00 0
2026-04-10 13F Wealth Group Ltd 18 756 −3,98 866 −4,73
2026-05-14 13F Captrust Financial Advisors 54 821 −2,65 2 532 −3,36
2026-05-01 13F Hantz Financial Services, Inc. 12 −93,26 0
2026-04-22 13F Eqis Capital Management, Inc. 4 980 −48,76 230 −49,12
2026-05-15 13F CI Private Wealth, LLC 576 560 −0,83 26 599 −1,69
2026-02-17 13F Susquehanna International Group, Llp 0 −100,00 0
2026-02-11 13F Cookson Peirce & Co Inc 0 −100,00 0
2026-06-04 13F Town Capital LLC 5 915 −78,10 273 −78,26
2026-04-15 13F Apex Wealth Management, LLC 5 898 −11,56 272 −12,26
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 −100,00 0
2026-05-13 13F Alliance Private Wealth, LLC 163 980 −1,07 7 574 −1,66
2026-04-28 13F Fortis Capital Advisors, LLC 15 890 −18,74 734 −19,45
2026-02-17 13F Snowden Capital Advisors LLC 133 489 −0,42 6 213 −0,78
2026-05-12 13F Strategic Wealth Partners, Ltd. 2 437 −15,97 113 −16,42
2026-04-29 13F WealthPlan Investment Management, LLC 20 666 −12,59 955 −13,27
2026-04-28 13F Opes Wealth Management LLC 347 461 −0,13 16 049 −0,88
2026-04-10 13F Magnus Financial Group LLC 0 −100,00 0
2026-05-01 13F Patten & Patten Inc/tn 0 −100,00 0
2026-04-24 13F Petros Family Wealth, LLC 21 282 −8,86 983 −9,48
2026-05-12 13F Ameritas Advisory Services, LLC 58 955 −6,83 2 723 −7,51
2026-05-13 13F Brinker Capital Investments, LLC 672 959 −23,19 31 084 −23,76
2026-05-12 13F Operose Advisors LLC 0 −100,00 0
2026-05-07 13F Wells Financial Advisors INC 2 420 −42,65 112 −43,37
2026-04-17 13F BAM Wealth Management, LLC 6 610 −10,62 305 −11,34
2026-04-13 13F LexAurum Advisors, LLC 22 501 −25,72 1 039 −26,57
2026-04-08 13F Winter & Associates, Inc. 5 590 −4,26 258 −5,17
2026-05-15 13F Old Mission Capital Llc 4 629 −83,79 214 −83,97
2026-05-08 13F Moors & Cabot, Inc. 24 900 −1,67 1 150 −2,38
2026-04-15 13F Valley National Advisers Inc 354 910 −4,71 16 −5,88
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 1 229 925 −5,41 56 810 −6,25
2026-04-29 13F Schmidt P J Investment Management Inc 13 437 −8,26 621 −8,96
2026-05-12 13F Tiaa Trust, National Association 0 −100,00 0
2026-05-21 13F Verus Capital Partners, Llc 137 535 −16,30 6 353 −16,93
2026-04-23 13F Caliber Wealth Management, LLC / KS 18 795 −9,46 868 −10,14
2026-01-30 13F Kiker Wealth Management, LLC 0 −100,00 0
2026-04-28 13F Stephens Inc /ar/ 21 705 −20,63 1 003 −21,23
2026-05-18 13F Edgestream Partners, L.P. 0 −100,00 0
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 4 869 −27,99 225 −28,66
2026-04-22 13F Capital Management Associates, Inc 0 −100,00 0
2026-05-05 13F Steel Peak Wealth Management LLC 1 090 959 −0,24 50 391 −0,99
2026-02-12 13F Renaissance Technologies Llc 0 −100,00 0
2026-05-07 13F Pillar Financial Advisors, LLC 0 −100,00 0
2026-05-08 13F Darden Wealth Group Inc 5 491 −5,26 254 −5,95
2026-04-16 13F Klaas Financial Asset Advisors, LLC 29 562 −3,93 1 365 −4,68
2026-05-01 13F R. W. Roge & Company, Inc. 79 421 −0,38 4 0,00
2026-01-26 13F Whittier Trust Co Of Nevada Inc 0 −100,00 0
2026-04-16 13F BridgePort Financial Solutions, LLC 30 930 −1,28 1 429 −2,06
2026-02-06 13F Mach-1 Financial Group, Inc. 0 −100,00 0
2026-04-30 13F Acorn Wealth Advisors, LLC 0 −100,00 0
2026-01-30 13F Richardson Capital Management LLC 0 −100,00 0 −100,00
2026-04-15 13F Ridgeline Wealth, LLC 10 010 −0,04 462 −0,86
2026-05-11 13F Aptus Capital Advisors, LLC 31 831 −65,09 1 470 −65,35
2026-04-14 13F LifeGoal Wealth Advisors 11 591 −13,07 534 −13,45
2026-05-12 13F Asset One Wealth Management LLC 7 816 −8,48 362 −8,59
2026-04-16 13F Genesis Private Wealth, Llc 81 159 −3,21 3 749 −3,95
2026-04-07 13F Ethos Capital Management, Inc. 10 175 −21,88 470 −22,61
2026-05-21 13F BankChampaign, National Association 0 −100,00 0 −100,00
2026-04-30 13F Yukon Wealth Management, Inc. 156 007 −0,42 7 206 −0,98
2026-05-15 13F Alternative Investment Advisors, LLC. 65 476 −6,15 3 024 −6,87
2026-04-07 13F Cooper Financial Group 35 498 −11,42 1 640 −12,12
2026-04-27 13F River's Edge Wealth Management, Llc 13 265 −5,77 615 −7,10
2026-04-29 13F Connable Office Inc 0 −100,00 0
2026-05-14 13F Bank Of Hawaii 407 270 −0,29 18 812 −1,05
2026-05-15 13F Van Diest Capital, LLC 0 −100,00 0
2026-05-07 13F Liberty Square Wealth Partners Llc 6 127 −31,96 283 −32,46
2026-05-15 13F MAI Capital Management 5 423 −19,42 251 −20,13
2026-02-13 13F Pathstone Holdings, LLC 0 −100,00 0
2026-04-17 13F RFG Advisory, LLC 111 868 −3,08 5 167 −3,80
2026-02-17 13F High Falls Advisors, Inc 949 545 −2,67 44 192 −3,03
2026-05-13 13F Headlands Technologies LLC 0 −100,00 0
2026-04-21 13F Venturi Wealth Management, LLC 92 725 −20,51 4 283 −21,11
2026-05-05 13F Mcmorgan & Co Llc 1 247 471 −22,76 57 621 −23,35
2026-05-12 13F Invesco Ltd. 100 367 −14,48 4 636 −15,13
2026-04-28 13F Howe & Rusling Inc 8 029 −3,60 371 −4,39
2026-04-28 13F Life Planning Partners, Inc 81 398 −0,23 3 760 −1,00
2026-04-27 13F Wealthstar Advisors, Llc 53 515 −0,31 2 472 −1,08
2026-05-14 13F Meridian Wealth Partners, LLC 21 057 −1,56 973 −2,31
2026-05-01 13F Bensler, LLC 252 557 −21,49 11 666 −22,08
2026-02-17 13F Quadrature Capital Ltd 0 −100,00 0
2026-02-06 13F New Millennium Group LLC 2 344 −1,97 109 −1,80
2026-02-06 13F Evoke Wealth, Llc 0 −100,00 0
2026-04-10 13F PFW Advisors LLC 0 −100,00 0
2026-02-03 13F Vantage Financial Partners, LLC 15 048 −0,33 700 −0,71
2026-04-07 13F Central Pacific Bank - Trust Division 55 628 −83,34 2 569 −83,47
2026-04-08 13F Moulton Wealth Management, Inc 0 −100,00 0
2026-04-13 13F Kelly Financial Services LLC 29 230 −0,79 1 349 −1,60
2026-04-08 13F Spinnaker Investment Group, LLC 0 −100,00 0
2026-04-21 13F RCS Financial Planning, LLC 27 868 −77,56 1 287 −77,73
2026-05-11 13F Valpey Financial Services, LLC 12 702 −7,92 587 −8,72
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 4 877 −1,41 225 −2,17
2026-01-14 13F ORG Partners LLC 108 788 −2,29 5 063 −4,15
2026-02-11 13F Viewpoint Capital Management LLC 0 −100,00 0
2026-04-24 13F Blue Capital, Inc. 26 087 −4,50 1 205 −5,27
2026-01-23 13F Howard Capital Management Inc. 0 −100,00 0
2026-04-22 13F Hoese & Co LLP 43 259 −29,59 1 998 −30,15
2026-05-04 13F First Foundation Advisors 0 −100,00 0
2026-05-15 13F Advisor Group Holdings, Inc. 2 772 218 −6,76 128 079 −7,46
2026-04-17 13F AdvisorNet Financial, Inc 14 378 −0,37 664 −1,04
2026-04-17 13F BCS Wealth Management 0 −100,00 0
2026-04-09 13F Tompkins Financial Corp 1 735 −30,15 80 −30,43
2026-05-27 13F/A Maripau Wealth Management Llc 43 832 −0,71 2 025 −1,46
2026-05-04 13F Barrett & Company, Inc. 0 −100,00 0
2026-05-12 13F WCG Wealth Advisors LLC 366 023 −0,72 16 907 −1,47
2026-02-13 13F Tcfg Wealth Management, Llc 0 −100,00 0 −100,00
2026-04-24 13F Palouse Capital Management, Inc. 0 −100,00 0
2026-04-13 13F Wolff Wiese Magana Llc 337 −5,87 16 −6,25
2026-05-15 13F TRUE Private Wealth Advisors 7 626 −9,77 352 −10,43
2026-05-15 13F Eight 31 Financial Llc 130 615 −0,20 6 033 −0,95
2026-04-17 13F Forefront Wealth Partners, LLC 61 337 −0,28 2 833 −1,01
2026-04-15 13F Arlington Financial Advisors, LLC 0 −100,00 0
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 3 866 −64,30 179 −64,61
2026-05-07 13F Regimen Wealth, Llc 77 064 −41,85 3 560 −42,29
2026-05-14 13F Financial Engines Advisors L.L.C. 90 553 −9,55 4 183 −10,24
2026-05-14 13F Rockefeller Capital Management L.P. 330 604 −11,98 15 271 −12,65
2026-05-06 13F Brio Consultants, LLC 5 186 −9,87 239 −10,86
2026-04-08 13F Ehrlich Financial Group 0 −100,00 0
2026-05-04 13F Worth Financial Advisory Group, LLC 0 −100,00 0
2026-04-17 13F PMG Wealth Management, Inc. 0 −100,00 0
2026-04-15 13F Journey Strategic Wealth Llc 8 448 −9,04 390 −9,72
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 0 −100,00 0
2026-05-15 13F Veridan Wealth LLC 191 178 −0,03 8 830 −0,79
2026-02-06 13F Larson Financial Group LLC 0 −100,00 0
2026-04-16 13F Balboa Wealth Partners 0 −100,00 0
2026-04-16 13F First Community Trust Na 0 −100,00 0
2026-05-04 13F Parr Mcknight Wealth Management Group, Llc 288 181 −5,71 13 311 −6,42
2026-04-13 13F Affinity Capital Advisors, LLC 1 366 932 −1,46 63 139 −2,20
2026-02-18 13F Financial Advisory Service, Inc. 994 −5,51 46 −6,12
2026-04-22 13F Avantra Family Wealth, Inc. 15 091 −3,02 697 −3,73
2026-05-14 13F Mcguire Capital Advisors Inc 565 −13,08 26 −13,33
2026-04-28 13F CAP Partners, LLC 33 952 −0,72 1 568 −1,45
2026-05-01 13F Diversify Advisory Services, LLC 0 −100,00 0
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 0 −100,00 0
2026-04-08 13F Sharkey, Howes & Javer 983 682 −2,95 45 436 −3,68
2026-05-06 13F Tyche Wealth Partners LLC 51 822 −1,20 2 394 −1,97
2026-04-23 13F Harbor Investment Advisory, Llc 2 199 −4,97 102 −5,61
2026-05-06 13F Hartland & Co., LLC 33 781 −8,31 1 560 −8,98
2026-05-05 13F M3 Wealth Management, LLC 0 −100,00 0 −100,00
2026-05-14 13F StoneX Group Inc. 4 422 −56,29 204 −56,60
2026-04-27 13F LCW Services, LLC 35 276 −48,14 1 629 −48,53
2026-04-13 13F 5T Wealth, LLC 360 402 −0,05 16 647 −0,79
2026-05-08 13F Coldstream Capital Management Inc 32 673 −2,10 1 509 −2,83
2026-05-19 13F Royal Fund Management, LLC 159 169 −1,83 7 352 −2,58
2026-04-27 13F Forte Asset Management Llc 103 947 −3,89 4 801 −4,61
2026-05-01 13F Compass Financial Services Inc 0 −100,00 0
2026-05-20 13F/A Arete Wealth Advisors, LLC 67 127 −4,23 3 101 103 233,33
2026-04-07 13F Orgel Wealth Management, LLC 201 654 −1,02 9 314 −1,76
2026-04-08 13F Emergent Wealth Advisors, LLC 10 735 −78,76 496 −78,95
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 −100,00 0
2026-05-07 13F Scarborough Advisors, LLC 13 189 −17,08 609 −17,70
2026-05-12 13F IFG Advisory, LLC 0 −100,00 0
2026-05-12 13F/A Signature Securities Group Corporation 11 564 −1,25 534 −1,84
2026-04-13 13F Woodside Wealth Management LLC 0 −100,00 0
2026-05-06 13F GatePass Capital, LLC 13 007 −12,87 601 −13,54
2026-04-28 13F Quent Capital, LLC 0 −100,00 0
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