SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF - Institutionellt ägande - Säljare

Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
US ˙ ARCA ˙ US8085245087

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.

Uppgraderaför att låsa upp premiumdata.

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-04-21 13F Envestnet Portfolio Solutions, Inc. 0 −100,00 0
2025-08-05 13F NewSquare Capital LLC 34 −99,70 1 −100,00
2025-05-15 13F FinDec Wealth Services, Inc. 0 −100,00 0
2025-05-02 13F Slow Capital, Inc. 0 −100,00 0 −100,00
2025-07-15 13F Patriot Investment Management Inc. 311 541 −1,36 8 739 5,61
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 99 869 −17,67 2 801 −11,86
2025-08-12 13F Winnow Wealth Llc 0 −100,00 0 −100,00
2025-07-29 13F Manchester Financial Inc 389 788 −38,58 10 934 −34,24
2025-08-05 13F Marshall Financial Group Inc /adv 623 877 −1,02 17 500 5,97
2025-07-16 13F Old Port Advisors 10 073 −0,29 283 6,82
2025-05-07 13F Financially Speaking Inc 0 −100,00 0
2025-04-16 13F Ferguson Wellman Capital Management, Inc 0 −100,00 0
2025-05-08 13F Lindenwold Advisors 0 −100,00 0 −100,00
2025-07-16 13F Newton One Investments LLC 191 307 −15,39 5 366 −9,42
2025-08-13 13F River Wealth Advisors LLC 89 944 −0,50 2 523 6,50
2025-08-06 13F Hallmark Capital Management Inc 350 −46,73 10 −47,06
2025-05-14 13F Fisher Asset Management, LLC 0 −100,00 0 −100,00
2025-08-14 13F Smartleaf Asset Management LLC 13 927 −27,88 389 −22,97
2025-07-22 13F Penobscot Investment Management Company, Inc. 9 810 −9,83 275 −3,51
2025-07-30 13F Pittenger & Anderson Inc 499 240 −0,06 14 004 7,00
2025-08-01 13F American Financial & Tax Strategies Inc 8 424 −2,55 236 4,42
2025-07-29 13F Smithbridge Asset Management Inc/de 46 211 −79,66 1 296 −78,23
2025-08-14 13F Raymond James Financial Inc 1 991 592 −17,55 55 864 −11,73
2025-07-10 13F CWC Advisors, LLC. 18 471 −0,30 518 6,80
2025-08-04 13F Clear Investment Research, Llc 40 017 −1,39 1 122 5,55
2025-08-12 13F Steward Partners Investment Advisory, Llc 20 077 −1,95 563 5,04
2025-07-30 13F Avidian Wealth Solutions, LLC 29 026 −70,02 814 −67,90
2025-08-06 13F Commonwealth Equity Services, Llc 383 617 −44,97 11 −44,44
2025-07-09 13F Krilogy Financial LLC 70 872 −1,39 1 988 5,52
2025-07-22 13F Asset Planning Services Inc /la/ /adv 18 521 −1,04 1
2025-08-12 13F Planning Alternatives Ltd /adv 25 319 −0,70 710 6,29
2025-08-12 13F Fca Corp /tx 14 546 −11,55 408 −5,12
2025-07-17 13F Vermillion Wealth Management, Inc. 1 921 −4,62 54 1,92
2025-08-11 13F Private Advisor Group, LLC 275 138 −3,74 7 718 3,06
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 26 635 −4,08 747 2,75
2025-07-15 13F CHB Investment Group, LLC 46 295 −4,05 1 0,00
2025-07-17 13F Clear Point Advisors Inc. 31 490 −7,54 883 −0,34
2025-05-01 13F McCarthy Grittinger Financial Group, LLC 0 −100,00 0
2025-07-25 13F Cwm, Llc 208 455 −16,61 6 −16,67
2025-08-05 13F Scarborough Advisors, LLC 0 −100,00 0
2025-08-07 13F WESCAP Management Group, Inc. 129 991 −11,63 3 646 −5,37
2025-07-24 13F Costello Asset Management, INC 738 −16,33 21 −13,04
2025-07-10 13F Bigelow Investment Advisors, LLC 32 831 −4,56 921 2,11
2025-07-15 13F Graypoint LLC 43 278 −1,77 1 214 5,11
2025-08-14 13F GWM Advisors LLC 98 084 −5,62 2 751 1,07
2025-07-31 13F Sage Mountain Advisors LLC 0 −100,00 0
2025-07-15 13F Marquette Asset Management, LLC 82 003 −7,37 2 300 −0,82
2025-08-14 13F Planwiser Financial, Llc 84 584 −3,02 2 455 7,91
2025-08-11 13F Berkeley, Inc 12 706 −6,61 356 0,00
2025-08-04 13F HBK Sorce Advisory LLC 393 765 −3,95 11 045 2,84
2025-07-14 13F CRA Financial Services, LLC 82 377 −2,72 2 311 4,15
2025-08-01 13F Envestnet Asset Management Inc 2 197 497 −10,39 61 640 −4,07
2025-07-10 13F Contravisory Investment Management, Inc. 3 948 −1,30 111 5,77
2025-08-11 13F Aptus Capital Advisors, LLC 94 182 −1,51 2 642 5,43
2025-08-01 13F Zhang Financial LLC 94 923 −17,58 2 663 −11,77
2025-07-01 13F Harbor Investment Advisory, Llc 7 458 −4,46 209 2,45
2025-08-08 13F Sculati Wealth Management, LLC 38 479 −19,19 1 079 −13,47
2025-04-23 13F Williams Financial, LLC 0 −100,00 0 −100,00
2025-07-22 13F Carolina Wealth Advisors, LLC 143 819 −1,21 4 034 5,77
2025-07-25 13F Astoria Portfolio Advisors LLC. 0 −100,00 0
2025-07-31 13F CVA Family Office, LLC 55 658 −15,60 1 561 −9,61
2025-08-14 13F Comerica Bank 11 437 −13,71 321 −7,78
2025-07-11 13F Seacrest Wealth Management, Llc 90 254 −6,00 2 532 0,64
2025-05-15 13F White Knight Strategic Wealth Advisors, LLC 0 −100,00 0
2025-07-09 13F Affinity Capital Advisors, LLC 89 537 −1,89 2 512 12,96
2025-07-15 13F Family Investment Center, Inc. 158 593 −1,51 4 449 5,43
2025-04-29 13F Calamos Advisors LLC 0 −100,00 0
2025-08-06 13F SOUTH STATE Corp 34 154 −4,28 958 2,57
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 9 562 −33,29 268 −28,53
2025-07-15 13F Sightline Wealth Advisors, LLC 345 072 −0,15 9 679 6,90
2025-05-14 13F Susquehanna International Group, Llp Call 0 −100,00 0 −100,00
2025-08-05 13F Continuum Wealth Advisors, Llc 20 571 −3,92 577 3,04
2025-07-31 13F CAP Partners, LLC 28 631 −1,72 803 5,24
2025-04-25 13F EnRich Financial Partners LLC 0 −100,00 0
2025-07-18 13F Ewa, Llc 0 −100,00 0
2025-07-16 13F Beaumont Financial Advisors, LLC 60 276 −4,10 1 691 2,67
2025-08-08 13F Emerald Investment Partners, Llc 104 038 −2,20 2 918 4,70
2025-08-06 13F Adviser Investments LLC 34 389 −8,01 965 −1,53
2025-07-14 13F Farmers & Merchants Investments Inc 0 −100,00 0
2025-05-13 13F EPG Wealth Management LLC 0 −100,00 0
2025-03-21 13F Prostatis Group LLC 0 −100,00 0
2025-07-28 13F Arlington Financial Advisors, LLC 7 340 −8,40 206 −1,91
2025-05-09 13F Fairfield Financial Advisors, LTD 0 −100,00 0
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 1 026 491 −5,30 28 793 1,38
2025-07-03 13F Collective Family Office Llc 60 846 −1,12 1 707 5,83
2025-07-29 13F Ifrah Financial Services, Inc. 46 161 −1,29 1 295 5,63
2025-05-09 13F Delta Financial Group, Inc. 28 149 −4,06 1
2025-07-07 13F Modus Advisors, LLC 24 340 −1,02 683 5,90
2025-08-13 13F Brown Advisory Inc 23 558 −5,19 661 1,38
2025-07-31 13F BIP Wealth, LLC 14 681 −3,50 412 3,27
2025-08-08 13F eCIO, Inc. 0 −100,00 0
2025-08-13 13F Per Stirling Capital Management, LLC. 46 099 −3,01 1 293 3,86
2025-08-04 13F Lathrop Investment Management Corp 149 437 −7,71 4 0,00
2025-07-23 13F MADDEN SECURITIES Corp 17 920 −1,67 503 5,24
2025-08-13 13F Balanced Wealth Group Llc 136 461 −0,98 3 900 8,03
2025-07-18 13F Pure Financial Advisors, Inc. 193 220 −2,66 5 420 4,21
2025-08-05 13F Code Waechter LLC 148 703 −6,53 4 171 104 175,00
2025-08-01 13F Paradigm, Strategies in Wealth Management, LLC 117 566 −0,49 3 298 6,53
2025-07-15 13F Well Done, LLC 0 −100,00 0
2025-07-09 13F Westbourne Investments, Inc. 24 648 −8,53 691 −2,12
2025-07-31 13F Glass Jacobson Investment Advisors llc 0 −100,00 0
2025-07-23 13F Element Wealth, LLC 111 569 −2,15 3 130 4,75
2025-08-14 13F DecisionPoint Financial, LLC 1 410 −81,03 40 −79,90
2025-06-24 NP MNERX - MainStay Conservative ETF Allocation Fund Class R3 6 181 −18,93 158 −74,64
2025-07-17 13F Enclave Advisors LLC 13 694 −1,06 384 6,08
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-07-15 13F Vestment Financial LLC 21 519 −3,04 612 4,44
2025-07-10 13F Park Capital Management, LLC / WI 15 213 −1,43 427 5,45
2025-07-08 13F Madison Park Capital Advisors, LLC 65 776 −2,26 1 845 4,65
2025-07-15 13F Sheets Smith Wealth Management 68 729 −0,25 1 928 6,76
2025-08-14 13F Vivaldi Capital Management, LLC 126 749 −0,33 3 555 6,72
2025-07-18 13F Victrix Investment Advisors 183 852 −1,42 5 157 8,71
2025-07-29 13F Novare Capital Management Llc 57 427 −7,52 1 611 −0,98
2025-07-16 13F John W. Brooker & Co., CPAs 67 445 −72,82 1 947 −70,06
2025-07-16 13F Embree Financial Group 57 929 −0,43 1 625 6,56
2025-08-04 13F Spire Wealth Management 16 052 −9,61 450 −3,23
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-08-12 13F Quadcap Wealth Management, LLC 57 349 −0,12 1 609 6,91
2025-07-30 13F Studio Investment Management Llc 0 −100,00 0
2025-07-11 13F SILVER OAK SECURITIES, Inc 188 453 −1,31 5 286 5,78
2025-08-05 13F Sunburst Financial Group, LLC 70 447 −0,94 1 976 6,07
2025-04-30 13F Sofos Investments, Inc. 0 −100,00 0
2025-08-12 13F O'shaughnessy Asset Management, Llc 22 902 −21,51 642 −15,97
2025-08-05 13F Sigma Planning Corp 31 715 −2,53 890 4,34
2025-07-18 13F First Pacific Financial 40 592 −0,34 1 139 6,65
2025-08-06 13F Bensler, LLC 91 340 −13,70 2 562 −7,61
2025-07-29 13F Aspiriant, Llc 15 702 −68,40 440 −66,21
2025-08-08 13F Keyvantage Wealth, Llc 47 547 −3,58 1 334 3,25
2025-08-04 13F Assetmark, Inc 2 263 −70,66 63 −68,81
2025-08-13 13F Jackson Creek Investment Advisors LLC 100 136 −1,22 3 0,00
2025-07-25 13F Midwest Capital Advisors, LLC 27 710 −14,96 777 −8,91
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 276 453 −3,60 7 755 3,21
2025-08-07 13F Resources Investment Advisors, LLC. 782 977 −5,82 21 962 0,83
2025-07-15 13F Total Wealth Planning, Llc 10 143 −7,62 285 −1,05
2025-07-24 13F Game Plan Financial Advisors, LLC 153 828 −13,65 4 315 −7,56
2025-08-14 13F UBS Group AG 946 333 −81,62 26 545 −80,32
2025-07-10 13F Oldfather Financial Services, LLC 53 464 −2,81 1 500 4,02
2025-08-12 13F Global Retirement Partners, LLC 62 295 −28,31 1 747 −27,42
2025-08-13 13F Lido Advisors, LLC 26 940 −78,52 756 −77,02
2025-07-29 13F May Barnhard Investments LLC 153 340 −33,73 4 301 −29,05
2025-08-12 13F Long Island Wealth Management, Inc. 49 496 −51,61 1 388 −48,21
2025-07-23 13F Gainplan LLC 0 −100,00 0
2025-08-11 13F Aspen Investment Management Inc 21 825 −4,43 1
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 −100,00 0
2025-08-29 13F Centaurus Financial, Inc. 10 702 −2,08 0
2025-07-16 13F Arkansas Financial Group, Inc. 54 659 −0,46 1 559 18,03
2025-04-21 13F L.m. Kohn & Company 0 −100,00 0
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-08-12 13F Pathstone Holdings, LLC 35 803 −50,67 1 004 −47,19
2025-05-09 13F Liberty Wealth Management Llc 0 −100,00 0
2025-08-12 13F Cornerstone Wealth Management, LLC 35 007 −0,36 982 6,63
2025-07-10 13F Trust Point Inc. 293 304 −39,29 8 227 −35,01
2025-07-16 13F Moneywise, Inc. 160 526 −15,52 4 503 −9,56
2025-08-07 13F Arbor Trust Wealth Advisors, Llc 342 440 −13,10 9 605 −6,96
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 12 819 −37,83 360 −33,52
2025-04-17 13F Stockman Wealth Management, Inc. 0 −100,00 0
2025-08-06 13F Savant Capital, LLC 486 504 −2,43 13 646 4,45
2025-08-14 13F Hamilton Capital, LLC 14 213 −2,72 399 4,19
2025-07-09 13F Mirador Capital Partners LP 15 862 −0,26 445 6,73
2025-08-04 13F Joseph P. Lucia & Associates, LLC 74 987 −2,71 2 103 4,16
2025-07-16 13F Vision Capital Management, Inc. 65 091 −0,10 1 826 6,91
2025-08-12 13F Asset Management Group, Inc. 543 478 −2,29 15 245 4,61
2025-07-17 13F MBA Advisors LLC 78 409 −10,83 2 199 −4,52
2025-08-07 13F Fagan Associates, Inc. 60 362 −2,35 1 693 4,57
2025-08-08 13F Larson Financial Group LLC 355 046 −17,15 9 959 −11,29
2025-08-08 13F WASHINGTON TRUST Co 0 −100,00 0
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 350 577 −0,77 9 834 6,23
2025-07-30 13F BlueChip Wealth Advisors LLC 28 007 −0,72 786 6,22
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-08-12 13F Coston, McIsaac & Partners 1 591 −26,14 0
2025-07-15 13F Forte Capital Llc /adv 36 230 −1,28 1 016 5,72
2025-07-21 13F Sage Financial Management Group, Inc. 138 064 −2,68 4 0,00
2025-08-14 13F Citadel Advisors Llc Call 9 200 −79,78 258 −78,36
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 39 235 −6,27 1 101 0,46
2025-08-13 13F JBR Co Financial Management Inc 25 200 −1,00 707 6,01
2025-07-10 13F Selective Wealth Management, Inc. 12 077 −10,09 346 5,81
2025-08-12 13F Coldstream Capital Management Inc 96 648 −4,86 2 711 1,84
2025-07-18 13F TPG Advisors LLC 23 687 −1,00 664 6,07
2025-07-15 13F Mather Group, Llc. 91 242 −3,42 2 559 3,39
2025-08-12 13F Integrated Advisors Network LLC 54 230 −3,04 1 521 3,82
2025-08-07 13F Allworth Financial LP 325 797 −2,31 9 139 7,76
2025-08-13 13F Capital Analysts, Inc. 3 492 −4,95 0
2025-08-04 13F Continental Investors Services, Inc. 14 759 −0,69 414 6,43
2025-07-31 13F McCarthy Asset Management, Inc. 160 615 −0,81 4 505 6,20
2025-07-22 13F Berger Financial Group, Inc 16 289 −6,18 457 0,44
2025-07-30 13F Retirement Planning Group 27 271 −3,27 765 3,52
2025-07-18 13F RKL Wealth Management LLC 831 548 −7,65 23 325 −1,14
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-07-17 13F Hengehold Capital Management Llc 0 −100,00 0
2025-08-08 13F Thoroughbred Financial Services, Llc 31 899 −5,46 1
2025-08-14 13F Greenline Partners, LLC 0 −100,00 0
2025-08-14 13F TCG Advisory Services, LLC 9 710 −3,30 272 3,42
2025-08-12 13F Eley Financial Management, Inc 25 696 −3,51 721 2,86
2025-07-08 13F Adamsbrown Wealth Consultants Llc 36 567 −0,55 1 026 6,44
2025-08-11 13F Pineridge Advisors LLC 216 −56,10 6 −50,00
2025-07-10 13F Envision Financial LLC 129 739 −2,29 3 639 4,63
2025-07-25 13F Northwest Capital Management Inc 83 791 −55,17 2 350 −52,01
2025-08-12 13F Pring Turner Capital Group Inc 0 −100,00 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 5 797 612 −1,79 166 449 7,62
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 225 594 −1,71 6 328 5,22
2025-08-14 13F Wilkins Miller Wealth Management, LLC 32 407 −0,18 909 6,94
2025-04-22 13F Hill Island Financial Llc 0 −100,00 0
2025-08-08 13F ProVise Management Group, LLC 397 225 −7,60 11 142 −1,07
2025-07-17 13F Summit Financial Strategies, Inc. 1 813 315 −3,89 50 863 2,90
2025-07-21 13F Ameritas Advisory Services, LLC 25 886 −73,82 726 −72,83
2025-07-31 13F Gill Capital Partners, Llc 218 058 −0,35 6 117 6,68
2025-05-08 13F Hoxton Planning & Management, LLC 0 −100,00 0 −100,00
2025-07-22 13F Grimes & Company, Inc. 21 727 −0,61 609 6,47
2025-07-15 13F Attessa Capital LLC 0 −100,00 0
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 12 081 −3,32 339 3,36
2025-07-22 13F/A Red Mountain Financial, LLC 26 817 −0,50 752 6,52
2025-08-11 13F VSM Wealth Advisory, LLC 60 961 −22,74 1 710 −17,32
2025-07-10 13F Signal Advisors Wealth, LLC 12 449 −87,37 349 −86,48
2025-08-14 13F Diversify Wealth Management, Llc 147 175 −3,64 4 245 8,38
2025-07-18 13F Naples Global Advisors, Llc 39 240 −0,03 1 101 7,00
2025-07-21 13F Asset Advisors Investment Management, LLC 76 395 −16,49 2 143 −10,60
2025-08-06 13F Modera Wealth Management, LLC 792 760 −5,78 22 237 0,87
2025-04-17 13F Foster Victor Wealth Advisors, LLC 0 −100,00 0
2025-07-29 13F Curbstone Financial Management Corp 493 789 −4,67 13 851 2,06
2025-08-06 13F Vantage Financial Partners, LLC 88 039 −2,40 2 470 4,49
2025-08-14 13F Ruggaard & Associates LLC 20 819 −2,92 584 3,92
2025-08-01 13F FSA Advisors, Inc. 0 −100,00 0
2025-07-23 13F Sax Wealth Advisors, Llc 8 064 −14,07 226 −7,76
2025-07-25 13F Atria Wealth Solutions, Inc. 29 089 −8,16 823 −0,72
2025-08-07 13F HC Advisors, LLC 101 844 −0,76 2 857 6,25
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 10 248 −2,85 287 3,99
2025-08-08 13F Empower Advisory Group, LLC 8 706 −5,96 244 0,83
2025-07-29 13F Flavin Financial Services, Inc. 8 152 −34,28 229 −29,63
2025-07-23 13F Fulton Breakefield Broenniman Llc 52 431 −1,14 1 471 5,83
2025-08-18 13F N.E.W. Advisory Services LLC 1 995 −72,59 56 −71,05
2025-08-13 13F M&t Bank Corp 13 818 −9,46 388 −3,01
2025-07-18 13F Newman Dignan & Sheerar, Inc. 155 302 −5,33 4 356 1,35
2025-08-14 13F Warren Averett Asset Management, LLC 1 780 735 −1,40 49 950 5,56
2025-06-16 13F Peterson Wealth Management 0 −100,00 0
2025-07-31 13F Leavell Investment Management, Inc. 369 685 −2,82 10 370 4,03
2025-08-04 13F Flagship Harbor Advisors, Llc 48 452 −2,57 1 359 4,38
2025-05-05 13F Souders Financial Advisors 0 −100,00 0
2025-08-13 13F Scotia Capital Inc. 8 006 −37,30 225 −32,93
2025-06-17 13F Howe & Rusling Inc 0 −100,00 0
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
2025-08-07 13F Apeiron RIA LLC 9 538 −0,83 268 6,37
2025-08-12 13F Putnam Fl Investment Management Co 27 034 −8,65 758 −2,19
2025-08-14 13F Staley Capital Advisers Inc 67 378 −0,07 1 890 6,96
2025-08-14 13F Bank Of America Corp /de/ 902 583 −13,32 25 317 −7,20
2025-07-24 13F Bernard Wealth Management Corp. 302 537 −1,52 8 486 5,43
2025-07-17 13F Smith Anglin Financial, LLC 52 088 −6,54 1 461 0,07
2025-06-24 NP MWFQX - MainStay Equity ETF Allocation Fund Class R3 38 543 −17,87 985 −74,15
2025-07-21 13F Exchange Capital Management, Inc. 90 793 −11,06 2 547 −4,79
2025-08-11 13F Strategic Equity Management 28 543 −39,27 801 −35,01
2025-08-01 13F Rossby Financial, LCC 43 −73,12 1 −75,00
2025-07-16 13F Cambridge Advisors Inc. 57 885 −0,08 1 624 6,99
2025-07-24 13F Mengis Capital Management, Inc. 164 800 −1,96 4 623 4,95
2025-07-28 13F Nadler Financial Group, Inc. 361 614 −0,21 10 143 6,84
2025-07-11 13F Compass Ion Advisors, LLC 19 328 −16,99 542 −11,15
2025-07-17 13F Greenleaf Trust 35 007 −8,39 982 −2,00
2025-08-06 13F Ironwood Wealth Management, LLC. 36 410 −15,34 1 021 −9,33
2025-08-07 13F Winthrop Capital Management, LLC 65 912 −11,51 2 0,00
2025-08-14 13F Mercer Global Advisors Inc /adv 1 578 380 −1,79 44 274 5,14
2025-08-12 13F North Star Asset Management Inc 363 085 −1,06 10 185 5,93
2025-04-01 13F Massmutual Trust Co Fsb/adv 0 −100,00 0
2025-07-01 13F Bush Investment Group, Llc 361 512 −2,29 10 140 4,61
2025-07-11 13F Hilltop Wealth Advisors, Llc 157 214 −0,23 4 410 6,81
2025-07-18 13F Consolidated Portfolio Review Corp 44 959 −0,32 1 261 6,77
2025-07-25 13F Hazlett, Burt & Watson, Inc. 261 −18,69 0
2025-08-14 13F Mariner, LLC 2 135 799 −2,37 59 909 4,52
2025-08-18 13F Front Row Advisors LLC 17 284 −4,95 485 1,68
2025-08-13 13F Strategic Financial Planning, Inc. 79 624 −0,26 2 233 6,79
2025-04-11 13F Safeguard Financial, LLC 106 296 −5,39 2 785 −10,57
2025-07-14 13F Harbor Group, Inc. 479 644 −0,60 13 454 6,42
2025-08-12 13F Founders Financial Alliance, LLC 0 −100,00 0
2025-08-07 13F Kestra Private Wealth Services, Llc 12 177 −11,88 342 −5,80
2025-07-11 13F Capital Advantage, Inc. 47 670 −76,03 1 337 −75,73
2025-08-12 13F BlackRock, Inc. 11 116 −0,13 312 6,87
2025-07-23 13F Nbt Bank N A /ny 28 720 −0,21 806 6,76
2025-07-22 13F Valley National Advisers Inc 388 095 −2,26 11 0,00
2025-07-16 13F MBE Wealth Management, LLC 13 231 −12,19 371 −5,84
2025-08-11 13F FineMark National Bank & Trust 29 317 −4,49 822 2,24
2025-08-14 13F RMB Capital Management, LLC 916 099 −1,72 25 697 5,22
2025-08-07 13F Cahill Financial Advisors Inc 59 819 −9,41 1 678 −3,06
2025-07-15 13F EWG Elevate Inc. 31 382 −3,53 880 3,29
2025-07-15 13F Burns Matteson Capital Management, LLC 35 060 −0,08 983 6,96
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-07-29 13F Liberty Square Wealth Partners Llc 167 791 −17,56 4 707 −11,74
2025-07-28 13F Harbour Investments, Inc. 39 824 −5,32 1 117 1,36
2025-08-13 13F Grantvest Financial Group LLC 35 756 −2,64 1 003 4,16
2025-07-22 13F Sage Financial Group Inc 950 167 −1,88 26 652 5,05
2025-05-09 13F McClarren Financial Advisors, Inc. 0 −100,00 0
2025-08-13 13F Summit Financial, LLC 54 356 −4,58 1 525 2,14
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-04-09 13F Worth Asset Management, LLC 0 −100,00 0
2025-08-14 13F Guardian Wealth Management, Inc. 0 −100,00 0
2025-08-13 13F Level Four Advisory Services, Llc 17 851 −2,43 501 4,38
2025-07-23 13F Golden Reserve Retirement LLC 0 −100,00 0 −100,00
2025-05-08 13F Gs Investments, Inc. 0 −100,00 0
2025-05-15 13F Windsor Advisory Group, LLC 0 −100,00 0
2025-08-14 13F Aspen Grove Capital, LLC 71 240 −4,37 1 998 2,41
2025-08-19 13F Cape Investment Advisory, Inc. 206 863 −1,41 5 803 5,55
2025-07-21 13F Tilia Fiduciary Partners, Inc. 15 210 −0,41 427 6,50
2025-07-10 13F Voisard Asset Management Group, Inc. 79 784 −22,81 2 238 −17,36
2025-08-13 13F Cary Street Partners Financial Llc 266 503 −6,16 7 475 0,47
2025-07-17 13F Leverty Financial Group, LLC 15 038 −70,17 422 −68,11
2025-07-09 13F Fragasso Group Inc. 2 908 580 −3,08 81 586 3,77
2025-08-04 13F Bristlecone Advisors, LLC 110 106 −2,50 3 088 4,39
2025-07-21 13F Warner Financial, Inc 51 265 −8,28 1 0,00
2025-07-22 13F Miracle Mile Advisors, LLC 115 204 −4,89 3 231 1,83
2025-08-12 13F CIBC Private Wealth Group, LLC 9 086 −44,07 255 −31,72
2025-05-15 13F CAPROCK Group, Inc. 24 261 −9,11 636 −14,07
2025-04-28 13F Strategic Financial Concepts, LLC 0 −100,00 0 −100,00
2025-08-01 13F Brookwood Investment Group LLC 0 −100,00 0
2025-07-29 13F Stordahl Capital Management, Inc. 19 476 −0,83 546 6,23
2025-08-14 13F Advisor OS, LLC 10 261 −0,53 288 6,30
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0 −100,00
2025-07-23 13F Country Club Bank /gfn 12 000 −20,00 335 −14,54
2025-08-04 13F BLB&B Advisors, LLC 1 247 966 −10,08 35 005 −3,73
2025-08-14 13F IHT Wealth Management, LLC 116 949 −6,43 3 280 0,18
2025-08-12 13F MAI Capital Management 533 816 −22,51 14 974 −17,04
2025-04-28 13F Mainstream Capital Management LLC 0 −100,00 0
2025-07-10 13F Redhawk Wealth Advisors, Inc. 30 486 −0,15 855 7,01
2025-08-11 13F Blue Bell Private Wealth Management, Llc 139 321 −0,01 3 908 7,04
2025-07-16 13F True North Advisors, LLC 97 978 −16,29 2 748 −10,37
2025-08-12 13F Armor Investment Advisors, LLC 58 134 −2,92 1 631 3,95
2025-07-17 13F Legacy Wealth Management, Inc 4 181 932 −0,50 117 303 6,52
2025-07-22 13F Red Door Wealth Management, LLC 81 936 −0,61 2 298 6,44
2025-05-28 13F Intrua Financial, LLC 0 −100,00 0 −100,00
2025-07-28 13F Mutual Advisors, LLC 31 137 −1,04 906 13,39
2025-07-17 13F Sound Income Strategies, LLC 1 122 −68,61 31 −66,67
2025-08-12 13F OneAscent Financial Services LLC 170 354 −49,42 5 −50,00
2025-07-29 13F Tradewinds Capital Management, LLC 369 −12,56 10 −9,09
2025-04-15 13F Transform Wealth, LLC 67 830 −29,09 1 777 −32,94
2025-07-23 13F Arcataur Capital Management LLC 141 545 −0,53 3 970 6,49
2025-08-13 13F First Trust Advisors Lp 0 −100,00 0
2025-07-18 13F Magnolia Private Wealth, LLC 0 −100,00 0
2025-07-30 13F Castle Wealth Management Llc 16 485 −1,43 462 5,48
2025-08-13 13F Advocacy Wealth Management Services, LLC 1 489 605 −0,81 41 783 6,19
2025-05-08 13F Baker Avenue Asset Management, LP 0 −100,00 0
2025-08-07 13F Nicollet Investment Management, Inc. 122 133 −0,80 3 0,00
2025-08-12 13F LPL Financial LLC 1 634 298 −0,88 45 842 6,12
2025-07-14 13F Sentinel Pension Advisors Inc 86 135 −7,58 2 416 −1,02
2025-08-01 13F PCA Investment Advisory Services Inc. 111 088 −0,12 3 116 6,97
2025-08-14 13F Great Valley Advisor Group, Inc. 159 478 −3,81 4 473 2,99
2025-05-15 13F/A Orion Portfolio Solutions, LLC 9 569 −6,17 251 −11,35
2025-07-21 13F Whelan Financial 16 748 −1,94 470 4,92
2025-08-14 13F Fmr Llc 106 392 −7,56 2 984 −1,03
2025-08-08 13F Omega Financial Group, LLC 371 948 −4,53 10 433 2,22
2025-07-22 13F Gemmer Asset Management LLC 1 408 203 −9,43 39 500 −3,03
2025-08-14 13F West Coast Financial LLC 0 −100,00 0
2025-08-15 13F Chapman Financial Group, Llc 18 100 −23,92 508 −23,07
2025-07-07 13F Global Wealth Strategies & Associates 2 154 −2,45 60 5,26
2025-07-29 13F Horst & Graben Wealth Management LLC 8 106 −0,06 227 7,08
2025-07-31 13F Optimum Investment Advisors 10 484 −0,22 294 6,91
2025-07-07 13F First Community Trust Na 3 500 −8,50 98 −2,00
2025-07-25 13F Pegasus Asset Management, Inc. 25 750 −0,52 722 6,49
2025-08-14 13F Colony Group, LLC 610 602 −4,70 17 127 2,03
2025-08-14 13F Mendel Capital Management LLC 17 565 −3,17 493 3,58
2025-08-01 13F May Hill Capital, LLC 85 110 −27,55 2 387 −22,42
2025-08-13 13F Harfst & Associates, Inc. 24 986 −0,23 701 6,71
2025-08-08 13F Hartland & Co., LLC 355 721 −7,29 9 978 −0,75
2025-08-13 13F Cerity Partners LLC 6 003 923 −13,09 168 410 −6,95
2025-05-14 13F Summit Financial Wealth Advisors, LLC 35 265 −11,43 924 −19,04
2025-07-14 13F Clayton Financial Group LLC 7 554 −91,54 212 −90,98
2025-05-15 13F National Wealth Management Group, LLC 28 712 −8,83 752 −13,76
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-07-16 13F Meridian Financial, LLC 15 550 −26,29 436 −21,01
2025-07-23 13F Valmark Advisers, Inc. 108 431 −1,01 3 041 6,00
2025-05-15 13F Rise Advisors, LLC 0 −100,00 0 −100,00
2025-07-28 13F Chesapeake Wealth Management 35 096 −1,06 984 5,92
2025-08-11 13F One Capital Management, LLC 44 997 −7,13 1 262 −0,55
2025-08-12 13F Marietta Investment Partners Llc 8 080 −4,34 227 2,26
2025-08-19 13F National Asset Management, Inc. 15 561 −62,73 436 −62,32
2025-08-14 13F Prestige Wealth Management Group LLC 11 737 −7,34 329 −0,60
2025-04-14 13F CJM Wealth Advisers, Ltd. 0 −100,00 0
2025-07-08 13F Juncture Wealth Strategies, Llc 97 451 −31,55 2 734 −26,71
2025-08-11 13F HHM Wealth Advisors, LLC 499 560 −1,25 14 013 5,73
2025-07-14 13F Parkshore Wealth Management, Inc. 19 161 −6,56 537 0,00
2025-07-10 13F YHB Investment Advisors, Inc. 26 468 −0,18 742 6,92
2025-08-12 13F Zacks Investment Management 8 426 −0,87 236 6,31
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-08-05 13F Simplex Trading, Llc 205 −4,21 0
2025-08-04 13F Pinnacle Associates Ltd 120 519 −10,53 3 381 −4,22
2025-08-12 13F NFP Retirement, Inc. 66 013 −12,60 1 852 −6,42
2025-06-24 NP MDAKX - MainStay Moderate ETF Allocation Fund Class C 39 212 −18,16 1 002 −74,24
2025-07-28 13F Triton Wealth Management, PLLC 11 523 −25,19 333 −25,50
2025-08-04 13F NBZ Investment Advisors LLC 58 183 −3,56 1 632 3,29
2025-08-11 13F Birchbrook, Inc. 165 884 −10,42 4 653 −4,08
2025-07-10 13F Sharkey, Howes & Javer 47 082 −7,00 1 321 −0,45
2025-07-24 13F Ulland Investment Advisors, LLC 85 729 −8,97 2 0,00
2025-07-16 13F Wealth Group Ltd 107 176 −1,23 3 006 5,74
2025-08-14 13F Atomi Financial Group, Inc. 59 266 −5,95 1 662 0,73
2025-07-17 13F Raleigh Capital Management Inc. 0 −100,00 0
2025-04-15 13F Simplicity Wealth,LLC 0 −100,00 0
2025-07-16 13F Spinnaker Investment Group, LLC 411 685 −11,35 11 548 −5,10
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-06-24 NP MOEAX - MainStay Growth ETF Allocation Fund Class A 49 594 −15,67 1 268 −73,47
2025-07-25 13F Apollon Financial, LLC 128 388 −2,73 3 601 4,14
2025-07-30 13F Pacific Sun Financial Corp 33 576 −0,59 942 6,45
2025-07-30 13F Whittier Trust Co Of Nevada Inc 362 872 −5,28 10 175 1,36
2025-07-18 13F Lowery Thomas, Llc 31 797 −28,71 892 −23,72
2025-07-22 13F DAVENPORT & Co LLC 408 221 −73,55 11 451 −71,69
2025-07-29 13F Northern Capital Management, Inc. 208 079 −2,45 5 837 4,44
2025-08-13 13F SCS Capital Management LLC 46 453 −16,38 1 303 −10,45
2025-07-28 13F Cornerstone Wealth Group, LLC 58 208 −12,96 1 633 −6,85
2025-09-04 13F/A Advisor Group Holdings, Inc. 351 018 −9,29 9 848 −2,89
2025-08-14 13F Mml Investors Services, Llc 386 854 −1,47 11 0,00
2025-07-11 13F Colorado Capital Management, Inc. 101 744 −6,74 3 0,00
2025-08-13 13F Cary Street Partner Investment Advisory Llc 0 −100,00 0
2025-07-07 13F Bangor Savings Bank 625 653 −0,79 17 550 6,21
2025-07-18 13F Warren Street Wealth Advisors, LLC 19 918 −1,84 559 5,08
2025-07-16 13F Dakota Wealth Management 50 642 −32,38 1 421 −27,62
2025-08-04 13F Pensionmark Financial Group, Llc 0 −100,00 0
2025-07-22 13F Integrated Capital Management, LLC 50 516 −12,56 1 0,00
2025-07-31 13F Kathleen S. Wright Associates Inc. 99 −94,05 3 −95,35
2025-08-12 13F Jacobi Capital Management LLC 251 852 −5,38 7 064 1,31
2025-07-22 13F D.B. Root & Company, LLC 58 091 −13,91 1 629 −7,81
2025-08-11 13F Wescott Financial Advisory Group, LLC 108 142 −1,17 3 033 5,83
2025-07-15 13F Financial Management Professionals, Inc. 60 −97,80 2 −98,59
2025-07-22 13F Relyea Zuckerberg Hanson LLC 18 009 −26,29 505 −21,09
2025-08-08 13F Condor Capital Management 38 932 −0,56 1 092 6,54
2025-08-13 13F Milestone Investment Advisors LLC 342 460 −8,71 9 606 −2,27
2025-05-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-08-04 13F Crescent Sterling, Ltd. 36 486 −7,95 1 023 −1,45
2025-08-14 13F Ameriprise Financial Inc 1 645 070 −9,61 46 145 −3,22
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-08-14 13F Acas, Llc 63 796 −1,70 1 867 12,33
2025-08-13 13F Congress Wealth Management LLC / DE / 228 624 −0,80 6 413 5,74
2025-08-12 13F Bokf, Na 4 149 −14,47 116 −8,66
2025-08-13 13F IAG Wealth Partners, LLC 39 676 −8,03 1 113 −1,59
2025-07-09 13F Brand Asset Management Group, Inc. 275 225 −2,15 7 720 4,76
2025-08-11 13F Independent Advisor Alliance 8 774 −45,97 246 −42,12
2025-07-08 13F/A Salem Investment Counselors Inc 628 255 −5,84 17 623 0,81
2025-07-15 13F Td Private Client Wealth Llc 18 182 −27,92 510 −22,73
2025-07-31 13F Heirloom Wealth Management 7 748 −0,01 217 6,90
2025-08-06 13F Paulson Wealth Management Inc. 13 214 −10,53 371 −4,15
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 352 121 −0,78 9 877 2,65
2025-08-06 13F Texas Yale Capital Corp. 177 594 −21,23 4 982 −15,68
2025-08-11 13F Citigroup Inc 2 484 −41,80 70 −37,84
2025-07-17 13F Albion Financial Group /ut 9 492 −1,29 266 5,98
2025-07-24 13F Greenwood Gearhart Inc 16 396 −37,56 460 −33,28
2025-07-17 13F Janney Montgomery Scott LLC 40 404 −1,05 1 0,00
2025-07-23 13F Prime Capital Investment Advisors, LLC 2 066 956 −30,47 57 978 −25,56
2025-08-05 13F GHP Investment Advisors, Inc. 39 711 −0,93 1 114 6,00
2025-07-25 13F NorthRock Partners, LLC 59 607 −2,64 1 672 4,18
2025-08-12 13F Archer Investment Corp 291 −76,57 8 −75,00
2025-08-19 13F Anchor Investment Management, LLC 201 359 −1,17 5 648 5,83
2025-08-12 13F Atlas Capital Advisors Llc 98 983 −19,08 2 776 −13,36
2025-07-25 13F Mitchell Capital Management Co 12 689 −14,83 365 −6,67
2025-08-25 13F Hilltop Partners LLC 32 918 −2,18 923 4,77
2025-07-25 13F Inman Jager Wealth Management, LLC 0 −100,00 0
2025-08-08 13F Meridian Wealth Management, LLC 244 765 −2,25 6 866 4,65
2025-07-28 13F Revolve Wealth Partners, LLC 108 164 −2,39 3 034 4,51
2025-07-22 13F Blue Square Asset Management, Llc 237 872 −0,77 6 672 6,24
2025-07-07 13F Wilson & Boucher Capital Management, LLC 21 990 −1,35 617 5,66
2025-07-17 13F Fifth Third Securities, Inc. 408 154 −1,07 11 449 5,91
2025-08-14 13F Acorn Wealth Advisors, LLC 132 788 −4,57 3 725 2,17
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 108 740 −11,39 3 050 −5,13
2025-08-13 13F Cresset Asset Management, LLC 247 077 −10,54 6 931 −4,23
2025-08-12 13F Goepper Burkhardt LLC 37 881 −8,46 1 063 −2,03
2025-07-18 13F Vicus Capital 19 685 −1,48 552 5,54
2025-07-28 13F RFG Advisory, LLC 21 777 −32,04 611 −27,29
2025-08-08 13F Avantax Advisory Services, Inc. 35 833 −4,82 1 005 1,93
2025-08-06 13F First Horizon Advisors, Inc. 0 −100,00 0
2025-07-17 13F Youngs Advisory Group, Inc. 358 515 −1,05 10 057 5,95
2025-05-02 13F Napatree Capital Llc 62 169 −37,12 1 629 −40,56
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 0 −100,00 0
2025-08-08 13F Flaharty Asset Management, LLC 0 −100,00 0
2025-07-09 13F Procyon Private Wealth Partners, LLC 7 634 −0,01 214 7,00
2025-07-15 13F Five Pine Wealth Management 33 147 −0,82 930 6,17
2025-07-28 13F Morris Financial Concepts, Inc. 2 400 −19,38 67 −12,99
2025-08-11 13F Lowe Brockenbrough & Co Inc 143 041 −10,70 4 012 −4,39
2025-07-18 13F Bartlett & Co. Wealth Management Llc 80 989 −1,13 2 272 5,82
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-14 13F Leisure Capital Management 90 189 −1,37 2 530 5,59
2025-08-13 13F SageView Advisory Group, LLC 24 229 −4,63 703 5,71
2025-08-14 13F Qube Research & Technologies Ltd 380 −94,72 11 −94,68
2025-07-18 13F Financial Consulate, Inc 0 −100,00 0
2025-07-18 13F Parsons Capital Management Inc/ri 16 554 −2,90 464 4,04
2025-07-30 13F Wbh Advisory Inc 75 144 −3,34 2 108 3,49
2025-07-29 13F Altus Wealth Group LLC 14 648 −1,68 411 5,13
2025-07-29 13F Stratos Wealth Advisors, LLC 23 297 −3,47 653 3,32
2025-07-17 13F HB Wealth Management, LLC 325 882 −2,68 9 141 4,18
2025-07-21 13F DHJJ Financial Advisors, Ltd. 197 279 −6,14 5 534 0,49
2025-07-21 13F Ameriflex Group, Inc. 426 −54,05 12 −54,17
2025-08-05 13F Arrowroot Family Office, LLC 75 562 −23,22 2 120 −22,30
2025-08-13 13F Renaissance Technologies Llc 0 −100,00 0
2025-08-26 13F/A Thrivent Financial For Lutherans 68 533 −95,75 2 −97,87
2025-07-11 13F Great Waters Wealth Management 36 841 −2,16 1 033 4,77
2025-07-14 13F Argent Capital Management Llc 0 −100,00 0 −100,00
2025-08-11 13F Principal Securities, Inc. 21 686 −4,09 608 −2,88
2025-08-06 13F Walkner Condon Financial Advisors LLC 7 314 −9,86 205 −3,30
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista