SHV / iShares Trust - iShares Short Treasury Bond ETF - Institutionellt ägande - Säljare

iShares Trust - iShares Short Treasury Bond ETF
US ˙ NasdaqGM ˙ US4642886794

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
(%)
2025-05-01 13F Quest 10 Wealth Builders, Inc. 135 −85,76 15 −86,54
2025-07-29 13F Stableford Capital Ii Llc 91 461 −17,45 10 095 −17,42
2025-08-06 13F Strategic Financial Partners, Ltd. 3 095 −0,16 342 −0,29
2025-08-14 13F Principia Wealth Advisory, LLC 30 646 −5,14 3 384 −4,97
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-07-07 13F RDA Financial Network 4 848 −19,20 535 −19,18
2025-08-12 13F Wayfinding Financial, LLC 0 −100,00 0
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-08-14 13F Dividend Asset Capital, Llc 0 −100,00 0
2025-08-25 NP TINIX - AXS Tactical Income Fund Class I Shares 13 656 −78,04 1 508 −78,06
2025-07-29 13F BKD Wealth Advisors, LLC 8 576 −16,80 947 −16,87
2025-08-15 13F Semmax Financial Advisors Inc. 914 −34,15 101 −34,21
2025-07-24 13F Ronald Blue Trust, Inc. 12 −47,83 1 −50,00
2025-04-24 13F Mirae Asset Global Investments Co., Ltd. 0 −100,00 0
2025-05-09 13F Citizens Financial Group Inc/ri 0 −100,00 0
2025-08-26 13F/A Thrivent Financial For Lutherans 0 −100,00 0
2025-05-13 13F Tocqueville Asset Management L.p. 0 −100,00 0
2025-08-04 13F One Day In July LLC 109 259 −4,43 12 064 −4,47
2025-07-08 13F RMR Wealth Builders 2 398 −9,03 265 −9,28
2025-07-31 13F Oppenheimer & Co Inc 272 764 −0,04 30 119 −0,08
2025-08-04 13F IFG Advisory, LLC 8 780 −0,16 969 −0,21
2025-08-12 13F Charles Schwab Investment Management Inc 12 267 −3,83 1 355 −3,90
2025-07-09 13F Fermata Advisors, LLC 19 693 −0,22 2 175 −0,23
2025-08-05 13F Sigma Planning Corp 6 508 −3,02 719 −3,10
2025-08-12 13F Steward Partners Investment Advisory, Llc 189 762 −24,52 20 954 −24,55
2025-07-31 13F Buckingham Strategic Partners 7 595 −64,88 839 −64,91
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Conservative VP Initial 237 513 −1,56 26 226 −1,60
2025-05-09 13F Warberg Asset Management LLC 0 −100,00 0
2025-08-07 13F Guidance Capital, Inc 297 098 −51,32 32 716 −51,32
2025-05-16 13F Laidlaw Wealth Management LLC 0 −100,00 0
2025-07-17 13F Archford Capital Strategies, LLC 2 005 −63,44 221 −63,47
2025-08-08 13F Woodley Farra Manion Portfolio Management Inc 7 679 −13,31 848 −13,39
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 47 828 −12,23 5 281 −12,26
2025-08-12 13F Change Path, LLC 36 018 −6,06 3 977 −6,09
2025-08-14 13F CIBC World Markets Inc. 13 133 −68,99 1 450 −69,00
2025-08-13 13F Crabel Capital Management, LLC 3 298 −7,62 364 −7,61
2025-04-14 13F Tilia Fiduciary Partners, Inc. 0 −100,00 0
2025-08-11 13F AXS Investments LLC 13 656 −78,04 1 508 −78,06
2025-04-28 13F Pinnacle Financial Partners Inc 20 907 −23,79 2 302 −24,08
2025-05-08 13F XTX Topco Ltd 0 −100,00 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 1 462 732 −3,59 161 061 −3,89
2025-08-08 13F WASHINGTON TRUST Co 0 −100,00 0
2025-08-14 13F Toroso Investments, LLC 0 −100,00 0
2025-07-31 13F Glass Jacobson Investment Advisors llc 0 −100,00 0
2025-07-15 13F Seven Post Investment Office LP 0 −100,00 0
2025-07-08 13F Parallel Advisors, LLC 55 355 −4,69 6 112 −4,72
2025-08-13 13F Transce3nd, LLC 44 −70,86 5 −75,00
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 0 −100,00 0
2025-08-08 13F Creative Planning 101 056 −10,22 11 159 −10,25
2025-07-22 13F Old National Bancorp /in/ 111 550 −38,57 12 317 −38,60
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Growth VP Service 332 089 −7,09 36 669 −7,13
2025-08-08 13F Family Firm, Inc. 0 −100,00 0
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0 −100,00
2025-08-06 13F Moors & Cabot, Inc. 1 858 −14,22 205 −14,23
2025-05-15 13F Wolverine Trading, Llc Call 0 −100,00 0
2025-08-07 13F Allworth Financial LP 24 311 −4,26 2 684 −4,21
2025-07-25 13F Atria Wealth Solutions, Inc. 30 886 −64,07 3 409 −64,10
2025-08-13 13F Flow Traders U.s. Llc 156 982 −3,69 17 −5,56
2025-08-13 13F Trustmark National Bank Trust Department 9 528 −9,75 1 052 −9,78
2025-07-09 13F Dynamic Advisor Solutions LLC 12 089 −5,07 1 335 −5,12
2025-07-29 13F TFC Financial Management 0 −100,00 0
2025-08-06 13F Commonwealth Equity Services, Llc 420 770 −0,06 46 0,00
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-08-12 13F Blueprint Investment Partners LLC 0 −100,00 0
2025-07-11 13F SILVER OAK SECURITIES, Inc 7 418 −2,05 819 −2,03
2025-07-17 13F Centennial Wealth Advisory LLC 0 −100,00 0
2025-07-29 13F Aspiriant, Llc 19 060 −3,36 2 105 −3,40
2025-08-06 13F Climber Capital SA 100 295 −2,45 8 810 9,61
2025-08-12 13F WealthTrak Capital Management LLC 11 987 −7,74 1 324 −7,80
2025-08-14 13F Alliancebernstein L.p. 15 536 −4,72 1 715 −4,78
2025-07-22 13F Fortitude Advisory Group L.L.C. 3 373 −28,19 372 −28,19
2025-08-05 13F Jessup Wealth Management, Inc 3 924 −13,68 433 −13,75
2025-07-30 13F Drive Wealth Management, Llc 72 195 −6,58 7 972 −6,62
2025-08-13 13F Virtue Capital Management, LLC 18 224 −44,26 2 012 −44,28
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 32 750 −11,44 3 616 −11,35
2025-08-04 13F AMG National Trust Bank 129 254 −2,58 14 272 −2,61
2025-07-29 13F JTC Employer Solutions Trusteee Ltd 2 882 −31,92 0
2025-07-10 13F Signal Advisors Wealth, LLC 5 611 −2,06 620 −2,06
2025-07-29 13F FLC Capital Advisors 0 −100,00 0
2025-08-12 13F Integrated Advisors Network LLC 4 849 −0,45 535 −0,56
2025-08-13 13F Summit Financial, LLC 292 466 −50,13 32 294 −50,15
2025-08-14 13F Quantinno Capital Management LP 1 824 −27,10 201 −27,17
2025-07-17 13F Hansen & Associates Financial Group, Inc. 846 220 −13,49 93 435 −13,39
2025-07-22 13F Global Assets Advisory, LLC 0 −100,00 0
2025-07-25 13F Concurrent Investment Advisors, LLC 9 817 −3,40 1 084 −3,48
2025-07-28 13F Rosenberg Matthew Hamilton 9 119 −2,04 1 007 −2,14
2025-05-13 13F Forefront Analytics, LLC 0 −100,00 0
2025-07-29 13F Ifrah Financial Services, Inc. 9 827 −0,45 1 085 −0,46
2025-08-19 13F Advisory Services Network, LLC 289 879 −12,50 32 006 −12,54
2025-07-09 13F Alesco Advisors Llc 6 490 −9,65 717 −9,71
2025-07-18 13F PFG Investments, LLC 0 −100,00 0
2025-07-22 13F Acute Investment Advisory, Llc 4 811 −38,56 531 −38,61
2025-04-21 13F Kingswood Wealth Advisors, Llc 0 −100,00 0
2025-08-11 13F Empirical Finance, LLC 0 −100,00 0
2025-07-15 13F Heritage Oak Wealth Advisors Llc 4 236 −0,07 468 −0,21
2025-07-25 13F Heartland Bank & Trust Co 17 899 −21,56 1 976 −21,59
2025-05-08 13F Cardinal Point Capital Management, ULC 0 −100,00 0
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-07-22 13F SOL Capital Management CO 9 385 −46,89 1 0,00
2025-07-25 13F Almanack Investment Partners, LLC. 2 134 −9,08 236 −9,27
2025-08-14 13F Destination Wealth Management 12 554 −3,24 1 386 −3,28
2025-08-08 13F Pnc Financial Services Group, Inc. 4 872 −19,71 538 −19,85
2025-08-01 13F Delta Investment Management, LLC 141 778 −24,43 15 655 −24,45
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-13 13F RIA Advisory Group LLC 52 942 −13,98 5 846 −14,02
2025-07-25 13F Cwm, Llc 74 351 −8,63 8 0,00
2025-08-13 13F American Investment Services, Inc. 52 688 −26,32 5 818 −26,35
2025-08-14 13F Mercer Global Advisors Inc /adv 34 544 −27,03 3 814 −27,06
2025-08-13 13F Russell Investments Group, Ltd. 0 −100,00 0
2025-08-07 13F Proficio Capital Partners LLC 89 217 −0,08 9 851 0,02
2025-08-06 13F Wedbush Securities Inc 79 325 −15,55 9 −20,00
2025-08-19 13F Cape Investment Advisory, Inc. 69 −1,43 8 0,00
2025-07-11 13F Diversified Trust Co 3 856 −0,95 426 −1,16
2025-07-07 13F TruWealth Advisors, LLC 1 913 −66,67 211 −66,72
2025-09-19 13F Watts Gwilliam & Co., LLC 7 018 −11,51 775 −11,64
2025-05-06 13F Quadrant Private Wealth Management, LLC 0 −100,00 0
2025-08-14 13F Karpus Management, Inc. 6 000 −4,00 663 −4,06
2025-04-28 13F Buffington Mohr McNeal 2 323 −34,06 257 −33,85
2025-07-29 13F Koshinski Asset Management, Inc. 2 990 −10,99 330 −11,05
2025-08-07 13F Americana Partners, LLC 333 276 −10,85 36 800 −10,88
2025-08-11 13F Regal Investment Advisors LLC 8 908 −1,61 984 −1,70
2025-05-12 13F Cobblestone Capital Advisors Llc /ny/ 0 −100,00 0
2025-07-22 13F Romano Brothers And Company 4 078 −3,55 450 −3,64
2025-08-12 13F TCP Asset Management, LLC 4 305 −1,37 475 −1,45
2025-05-14 13F Baron Wealth Management LLC 0 −100,00 0
2025-08-14 13F Fmr Llc 13 898 −99,06 1 535 −99,06
2025-07-25 13F Transcendent Capital Group LLC 6 148 −67,45 679 −67,50
2025-05-22 13F Mattson Financial Services, LLC 0 −100,00 0
2025-07-17 13F Sound Income Strategies, LLC 10 −89,01 1 −90,00
2025-07-18 13F PBMares Wealth Management LLC 2 196 −11,27 242 −11,36
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 411 155 −12,08 45 400 −12,11
2025-08-14 13F Warren Averett Asset Management, LLC 4 045 −84,42 447 −84,45
2025-07-25 13F Courage Miller Partners, LLC 8 180 −8,33 903 −8,32
2025-08-13 13F Holos Integrated Wealth LLC 0 −100,00 0
2025-08-08 13F Cetera Investment Advisers 725 115 −4,08 80 067 −4,12
2025-08-14 13F Diversify Advisory Services, LLC 0 −100,00 0
2025-08-08 13F Apex Wealth Management, LLC 78 832 −29,45 8 705 −29,48
2025-07-30 13F Alexis Investment Partners, LLC 24 162 −30,93 2 668 −30,96
2025-08-11 13F HighTower Advisors, LLC 166 495 −58,11 18 384 −58,13
2025-08-14 13F Ancora Advisors, LLC 0 −100,00 0
2025-08-15 13F CI Private Wealth, LLC 13 926 −84,76 1 538 −84,78
2025-08-11 13F Sierra Capital LLC 27 004 −73,82 3 −81,82
2025-07-22 13F Belpointe Asset Management LLC 0 −100,00 0
2025-08-11 13F Citigroup Inc 43 958 −5,78 4 854 −5,82
2025-05-12 13F Providence First Trust Co 0 −100,00 0
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-08-08 13F Avantax Advisory Services, Inc. 37 819 −3,81 4 176 −3,85
2025-08-06 13F Ethos Financial Group, LLC 22 744 −2,73 2 511 −2,45
2025-08-07 13F Encompass More Asset Management 0 −100,00 0
2025-08-14 13F Millennium Management Llc 21 992 −96,11 2 428 −96,11
2025-08-12 13F Franklin Resources Inc 0 −100,00 0 −100,00
2025-07-18 13F Trust Co Of Vermont 0 −100,00 0
2025-08-07 13F Birchcreek Wealth Management, LLC 19 379 −7,56 2 140 −7,60
2025-08-13 13F Northern Trust Corp 0 −100,00 0
2025-07-30 13F Brookstone Capital Management 9 787 −6,69 1 081 −6,74
2025-08-14 13F Beaird Harris Wealth Management, LLC 723 −56,81 80 −57,07
2025-08-08 13F Capital Investment Advisory Services, LLC 2 423 −16,10 268 −16,30
2025-08-07 13F Fonville Wealth Management LLC 13 353 −19,58 1 474 −19,59
2025-08-11 13F Western Wealth Management, LLC 3 954 −16,44 437 −16,48
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate Growth VP Initial 359 830 −0,99 39 732 −1,03
2025-08-11 13F Compass Capital Corp /ma/ /adv 0 −100,00 0
2025-07-17 13F Greenleaf Trust 0 −100,00 0
2025-08-11 13F Actinver Wealth Management, Inc. 107 362 −13,52 11 855 −13,56
2025-07-14 13F Painted Porch Advisors LLC 0 −100,00 0 −100,00
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate VP Initial 897 553 −15,56 99 108 −15,60
2025-07-14 13F Armstrong Advisory Group, Inc 4 451 −32,67 491 −32,46
2025-08-12 13F SRS Capital Advisors, Inc. 9 312 −9,00 1 028 −9,03
2025-08-12 13F Rock Creek Group, LP 0 −100,00 0
2025-05-06 13F Ames National Corp 0 −100,00 0
2025-04-25 13F TBH Global Asset Management, LLC 0 −100,00 0 −100,00
2025-08-11 13F Plum Street Advisors, LLC 8 304 −3,58 917 −3,68
2025-07-25 13F Richardson Financial Services Inc. 2 −33,33 0
2025-07-30 13F First Citizens Bank & Trust Co 0 −100,00 0
2025-08-13 13F Rsm Us Wealth Management Llc 11 799 −9,10 1 303 −9,14
2025-07-10 13F Arkfeld Wealth Strategies, L.L.C. 13 745 −80,87 1 514 −80,89
2025-07-22 13F Miracle Mile Advisors, LLC 23 830 −20,38 2 631 −20,42
2025-08-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-05-14 13F Heritage Wealth Partners, LLC 9 342 −1,42 1 032 −1,15
2025-07-10 13F Secure Asset Management, LLC 0 −100,00 0
2025-04-28 13F Cannon Advisors, Inc. 0 −100,00 0
2025-08-13 13F Natixis Advisors, L.p. 14 681 −3,13 2 0,00
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-05-06 13F Argonautica Private Wealth Management, Inc 0 −100,00 0
2025-07-21 13F Quattro Financial Advisors Llc 0 −100,00 0
2025-08-01 13F SYM FINANCIAL Corp 1 280 −65,67 141 −65,69
2025-08-13 13F Renaissance Technologies Llc 0 −100,00 0
2025-07-23 13F Tcfg Wealth Management, Llc 2 000 −25,93 221 −26,17
2025-07-24 13F Lee Financial Co 171 837 −4,21 18 974 −4,24
2025-08-08 13F Good Life Advisors, LLC 27 967 −0,11 3 088 −0,13
2025-07-28 13F Aries Wealth Management 6 339 −5,02 700 −5,16
2025-07-09 13F Finley Financial, LLC 6 785 −8,12 749 −8,10
2025-08-12 13F Putnam Fl Investment Management Co 0 −100,00 0
2025-05-14 13F Visionary Wealth Advisors 0 −100,00 0
2025-07-28 13F Innova Wealth Partners 5 862 −2,32 647 −2,27
2025-07-29 13F Salomon & Ludwin, LLC 6 592 −3,14 725 −3,60
2025-08-14 13F Chicago Wealth Management, Inc. 85 371 −7,63 9 427 −7,66
2025-08-06 13F Paragon Capital Management Inc 104 404 −0,62 11 528 −0,65
2025-08-14 13F Atomi Financial Group, Inc. 18 281 −4,86 2 019 −4,90
2025-07-25 13F Sequoia Financial Advisors, LLC 14 777 −40,71 1 632 −40,73
2025-07-28 13F Ritholtz Wealth Management 37 778 −23,07 4 171 −23,10
2025-07-23 13F High Note Wealth, LLC 4 462 −14,68 493 −14,73
2025-07-02 13F Howard Financial Services, Ltd. 1 856 −23,78 205 −23,88
2025-07-29 13F Calamos Wealth Management LLC 52 711 −1,73 5 820 −1,77
2025-05-08 13F LGT Financial Advisors LLC 0 −100,00 0
2025-08-14 13F Main Street Financial Solutions, LLC 70 342 −6,76 7 767 −6,79
2025-08-01 13F James Investment Research Inc 36 139 −16,32 3 990 −16,35
2025-05-14 13F Power Wealth Management Llc 0 −100,00 0
2025-07-15 13F North Star Investment Management Corp. 7 526 −1,99 831 −2,00
2025-05-14 13F Napa Wealth Management 0 −100,00 0
2025-04-30 13F Sofos Investments, Inc. 66 −86,36 7 −86,79
2025-05-15 13F Prosperity Financial Group, Inc. 0 −100,00 0
2025-08-14 13F Ausdal Financial Partners, Inc. 711 846 −24,81 78 602 −24,84
2025-05-02 13F Cullen/frost Bankers, Inc. 0 −100,00 0 −100,00
2025-09-02 13F Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0 −100,00 0 −100,00
2025-07-15 13F Td Private Client Wealth Llc 57 518 −8,46 6 351 −8,49
2025-08-08 13F Intrua Financial, LLC 0 −100,00 0
2025-08-12 13F EFG Asset Management (Americas) Corp. 39 968 −4,24 4 413 −4,27
2025-08-01 13F New York Life Investment Management Llc 0 −100,00 0
2025-08-07 13F Mayport, Llc 109 518 −6,25 12 093 −6,28
2025-08-13 13F Shepherd Financial Partners LLC 19 742 −3,14 2 180 −3,20
2025-08-05 13F Astra Wealth Partners LLC 12 493 −10,64 1 379 −10,69
2025-05-13 13F Centerpoint Advisors, LLC 0 −100,00 0
2025-08-07 13F Winch Advisory Services, LLC 111 680 −1,96 12 332 −1,99
2025-05-08 13F Menard Financial Group LLC 0 −100,00 0
2025-08-08 13F IMA Wealth, Inc. 18 180 −24,33 2 008 −24,35
2025-08-07 13F Resources Investment Advisors, LLC. 16 592 −25,93 1 832 −25,95
2025-07-10 13F Financial Management Network Inc 49 537 −8,92 5 455 −8,98
2025-08-12 13F Archer Investment Corp 6 856 −1,92 757 −1,94
2025-04-24 13F Kingdom Financial Group LLC. 0 −100,00 0
2025-07-08 13F Atwood & Palmer Inc 0 −100,00 0
2025-07-31 13F Hanlon Investment Management, Inc. 3 000 −2,25 331 −2,36
2025-04-25 13F MidAtlantic Capital Management, Inc. 0 −100,00 0
2025-05-13 13F Neuberger Berman Group LLC 0 −100,00 0
2025-07-29 13F Stanley-Laman Group, Ltd. 3 390 −1,99 374 −2,09
2025-08-05 13F Bank Of Montreal /can/ 43 894 −6,74 4 847 −6,77
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-07-24 13F Capital Advisors, Ltd. LLC 17 078 −35,32 2 −50,00
2025-07-10 13F Exchange Traded Concepts, Llc 688 −97,99 76 −98,01
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-07-16 13F Minichmacgregor Wealth Management, Llc 86 551 −0,53 9 557 −0,57
2025-07-30 13F Exencial Wealth Advisors, Llc 5 239 −9,14 579 −9,12
2025-07-24 13F Us Bancorp \de\ 52 303 −10,74 5 775 −10,77
2025-08-08 13F Allianz Se 349 −81,78 39 −81,99
2025-08-13 13F Townsquare Capital Llc 4 883 −98,80 539 −98,80
2025-08-14 13F Gould Capital, LLC 34 590 −0,37 3 819 −0,42
2025-07-08 13F/A Salem Investment Counselors Inc 3 215 −10,57 355 −10,58
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 259 435 −61,53 29 −62,16
2025-07-16 13F Eagle Global Advisors Llc 10 599 −2,48 1 170 −2,50
2025-07-07 13F Kings Path Partners LLC 13 098 −9,89 1 446 −9,91
2025-07-29 13F Kraft, Davis & Associates, LLC 84 089 −2,39 9 283 −2,36
2025-08-19 13F National Asset Management, Inc. 6 730 −89,72 743 −89,69
2025-04-11 13F Edge Wealth Management LLC 0 −100,00 0 −100,00
2025-07-23 13F Prime Capital Investment Advisors, LLC 96 741 −43,01 10 682 −43,03
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 8 570 −61,58 946 −28,22
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Balanced VP Service 686 270 −19,13 75 778 −19,16
2025-07-30 NP LEXI - Alexis Practical Tactical ETF 15 374 −53,99 1 698 −54,01
2025-07-22 13F Wealthcare Advisory Partners LLC 4 967 −15,37 548 −15,43
2025-05-06 13F Advisors Preferred, LLC 0 −100,00 0
2025-08-13 13F KDK Private Wealth Management, LLC 25 953 −2,80 2 866 −2,45
2025-07-28 13F Harbour Investments, Inc. 508 −3,24 56 −1,75
2025-08-14 13F Two Sigma Securities, Llc 2 802 −89,61 309 −89,62
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-08-05 13F Beckerman Institutional, LLC 1 968 −6,24 0
2025-08-11 13F Wealthspire Advisors, LLC 3 612 −21,94 399 −22,11
2025-08-13 13F Capital Analysts, Inc. 0 −100,00 0
2025-08-12 13F Barings Llc 1 966 −99,35 217 −99,35
2025-08-13 13F GM Advisory Group, Inc. 202 611 −57,33 22 372 −57,35
2025-05-12 13F Simplex Trading, Llc 0 −100,00 0
2025-04-15 13F Noble Wealth Management PBC 7 608 −29,31 840 −29,11
2025-08-01 13F Advisory Alpha, LLC 13 912 −27,56 1 536 −27,58
2025-07-24 13F Jfs Wealth Advisors, Llc 4 285 −13,73 473 −13,69
2025-08-12 13F Weaver Consulting Group 41 765 −5,47 4 612 −5,51
2025-08-08 13F Fortis Group Advisors, LLC 7 440 −16,93 822 −16,99
2025-07-17 13F HB Wealth Management, LLC 19 437 −16,61 2 146 −16,63
2025-08-11 13F Estate Counselors, LLC 62 465 −82,06 6 897 −82,06
2025-08-12 13F Blueprint Financial Advisors LLC 0 −100,00 0
2025-07-25 13F NorthRock Partners, LLC 22 −43,59 2 −50,00
2025-08-13 13F Boston Family Office Llc 8 116 −31,37 1 −100,00
2025-07-18 13F Marks Wealth, LLC 480 919 −65,90 53 103 −65,91
2025-07-29 13F Swmg, Llc 0 −100,00 0
2025-05-07 13F Mb, Levis & Associates, Llc 0 −100,00 0 −100,00
2025-05-01 13F Stephens Inc /ar/ 0 −100,00 0 −100,00
2025-08-14 13F Old Mission Capital Llc 0 −100,00 0
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-04-29 NP OCIO - ClearShares OCIO ETF 23 267 −58,14 2 570 −58,20
2025-07-29 13F Cohalo Advisory LLC 0 −100,00 0
2025-08-08 13F Smithfield Trust Co 143 720 −8,79 16 −11,76
2025-08-12 13F MAI Capital Management 43 733 −10,75 4 829 −10,79
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-08-14 13F Ameriprise Financial Inc 589 454 −24,19 65 083 −24,26
2025-04-09 13F Merit Financial Group, LLC 0 −100,00 0
2025-07-14 13F Golden State Equity Partners 2 069 −59,39 228 −59,43
2025-08-14 13F CoreCap Advisors, LLC 45 112 −1,42 4 981 −1,44
2025-08-12 13F Maripau Wealth Management Llc 0 −100,00 0
2025-07-16 13F Perigon Wealth Management, LLC 12 577 −0,55 1 389 −0,57
2025-08-04 13F Simon Quick Advisors, Llc 184 729 −0,73 20 398 −0,76
2025-07-14 13F Foster Group, Inc. 5 498 −2,03 607 −1,94
2025-04-23 13F Pacific Financial Group Inc 0 −100,00 0
2025-08-11 13F Root Financial Partners, LLC 8 502 −2,70 939 −2,80
2025-06-10 13F Birchbrook, Inc. 0 −100,00 0 −100,00
2025-08-14 13F Arete Wealth Advisors, LLC 77 884 −13,01 9 −11,11
2025-07-16 13F Northern Oak Wealth Management Inc 5 880 −28,84 649 −28,84
2025-07-28 13F Private Wealth Asset Management, LLC 0 −100,00 0
2025-08-11 13F One Capital Management, LLC 7 328 −1,81 809 −1,82
2025-08-11 13F Edgemoor Investment Advisors, Inc. 11 405 −16,20 1 259 −16,23
2025-08-13 13F Crescent Grove Advisors, LLC 182 560 −27,03 20 158 −27,05
2025-07-11 13F Physician Wealth Solutions Inc. 3 378 −9,99 373 −10,14
2025-08-11 13F Principal Securities, Inc. 20 319 −17,23 2 244 −17,02
2025-07-21 13F Keystone Financial Group, Inc. 39 207 −1,95 4 325 −1,82
2025-07-17 13F Oakworth Capital, Inc. 679 028 −16,96 74 978 −16,99
2025-08-05 13F Freestone Capital Holdings, LLC 4 002 −18,38 442 −18,48
2025-05-14 13F Avestar Capital, LLC 0 −100,00 0
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 0 −100,00 0
2025-08-13 13F Brown Advisory Inc 15 054 −7,72 1 662 −7,72
2025-07-10 13F Charter Oak Capital Management, LLC 2 262 −8,35 250 −8,46
2025-04-14 13F Revolve Wealth Partners, LLC 0 −100,00 0
2025-08-14 13F Integrated Wealth Concepts LLC 84 202 −8,11 9 298 −8,15
2025-08-06 13F Paulson Wealth Management Inc. 0 −100,00 0
2025-07-24 13F IFP Advisors, Inc 24 130 −86,05 2 665 −86,05
2025-07-15 13F Surience Private Wealth Llc 3 514 −90,58 388 −90,59
2025-08-01 13F Rossby Financial, LCC 19 630 −47,38 2 168 −47,39
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0 −100,00 0
2025-08-22 13F Carter Financial Group, INC. 0 −100,00 0
2025-05-02 13F Woodward Diversified Capital, Llc 0 −100,00 0 −100,00
2025-07-17 13F Spartan Planning & Wealth Management 3 577 −51,47 395 −51,60
2025-08-13 13F Hsbc Holdings Plc 655 144 −19,67 43 337 −20,69
2025-07-29 13F Northwest Quadrant Wealth Management, LLC 244 079 −5,05 26 951 −5,09
2025-07-28 13F Kiker Wealth Management, LLC 0 −100,00 0
2025-07-21 13F Credential Qtrade Securities Inc. 0 −100,00 0 −100,00
2025-07-31 13F Turning Point Benefit Group, Inc. 16 279 −3,94 1 798 −3,75
2025-08-11 13F Cypress Advisory Group LLC 210 532 −6,99 23 247 −7,03
2025-07-23 13F Clear Creek Financial Management, LLC 44 169 −12,98 4 877 −13,00
2025-07-22 13F Net Worth Advisory Group 38 417 −13,42 4 242 −13,47
2025-07-23 13F Friedenthal Financial 530 −14,93 59 −14,71
2025-08-12 13F Jpmorgan Chase & Co 1 671 245 −8,77 184 539 −8,81
2025-08-06 13F New Millennium Group LLC 8 −27,27 1 −100,00
2025-05-27 NP Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio 12 500 −40,99 1 381 −41,03
2025-07-24 13F Callan Family Office, LLC 8 706 −11,53 961 −11,59
2025-07-31 13F Arrien Investments, Inc. 22 556 −33,45 2 491 −33,48
2025-08-12 13F Hanover Advisors Inc 2 993 −43,12 330 −43,20
2025-08-13 13F Bank Of Nova Scotia 381 309 −4,21 42 115 −4,19
2025-08-06 13F Csenge Advisory Group 10 889 −83,44 1 203 −83,44
2025-08-08 13F Wealth Alliance 68 506 −15,27 7 564 −15,30
2025-07-11 13F Farther Finance Advisors, LLC 154 220 −0,51 17 029 −0,22
2025-07-29 13F Stratos Wealth Advisors, LLC 15 132 −8,63 1 671 −8,69
2025-08-11 13F Greykasell Wealth Strategies, Inc. 0 −100,00 0
2025-07-25 13F Ruedi Wealth Management, Inc. 0 −100,00 0
2025-07-29 13F Elevation Capital Advisory, LLC 0 −100,00 0 −100,00
2025-07-31 13F Forte Asset Management Llc 0 −100,00 0
2025-08-13 13F Pinkerton Retirement Specialists, LLC 2 303 −61,12 254 −61,16
2025-08-12 13F CIBC Private Wealth Group, LLC 1 002 −1,18 111 −0,90
2025-08-14 13F Archetype Wealth Partners 9 565 −2,06 1 0,00
2025-04-28 13F Fedenia Advisers LLC 0 −100,00 0
2025-08-06 13F SOUTH STATE Corp 8 810 −9,38 973 −9,41
2025-08-18 13F Cunning Capital Partners, LP 10 000 −28,57 1 0,00
2025-08-05 13F Mission Wealth Management, Lp 2 191 −45,36 242 −45,48
2025-08-15 13F Global View Capital Management LLC 7 056 −13,80 779 −13,83
2025-07-08 13F Ehrlich Financial Group 12 975 −13,05 1 433 −13,11
2025-05-13 13F Annandale Capital, LLC 0 −100,00 0
2025-05-15 13F BTG Pactual Asset Management US LLC 0 −100,00 0
2025-08-01 13F Alexander Labrunerie & Co., Inc. 54 343 −3,92 6 001 −3,95
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-08-11 13F TD Waterhouse Canada Inc. 10 369 −48,83 1 141 −48,74
2025-07-30 13F Rehmann Capital Advisory Group 11 859 −1,98 1 309 −2,02
2025-07-15 13F Mather Group, Llc. 0 −100,00 0
2025-08-14 13F Partners Capital Investment Group, Llp 60 905 −49,50 6 725 −49,52
2025-08-14 13F Shepherd Kaplan Krochuk, Llc 28 885 −3,09 3 189 −3,13
2025-08-08 13F Tortoise Investment Management, LLC 6 595 −4,35 728 −4,34
2025-07-10 13F ARS Wealth Advisors Group, LLC 17 447 −0,28 1 926 −0,31
2025-07-14 13F Ridgewood Investments LLC 48 573 −10,85 5 363 −10,88
2025-08-04 13F Pensionmark Financial Group, Llc 4 759 −3,08 525 −3,14
2025-04-28 13F Principal Financial Group Inc 0 −100,00 0
2025-08-14 13F Betterment LLC 865 310 −22,66 96 −22,76
2025-05-01 13F Bleakley Financial Group, LLC 0 −100,00 0 −100,00
2025-08-04 13F Investment Management Associates Inc /adv 21 872 −41,29 2 415 −41,31
2025-08-11 13F Lowe Brockenbrough & Co Inc 41 250 −41,25 4 555 −41,28
2025-07-23 13F Mullooly Asset Management, Inc. 194 696 −4,59 21 499 −4,62
2025-07-18 13F Truist Financial Corp 743 105 −26,78 82 054 −26,81
2025-07-07 13F Capital Asset Advisory Services LLC 8 466 −8,75 932 −8,81
2025-08-06 13F Legacy Investment Solutions, LLC 8 863 −18,25 979 −18,09
2025-08-14 13F Jane Street Group, Llc 277 471 −32,48 30 638 −32,50
2025-07-09 13F Leibman Financial Services, Inc. 7 312 −24,27 807 −24,30
2025-07-15 13F Regatta Capital Group, Llc 4 297 −45,25 474 −45,27
2025-08-11 13F Bulltick Wealth Management, LLC 349 894 −10,25 38 635 −10,28
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-08-07 13F 49 Wealth Management, Llc 0 −100,00 0
2025-08-06 13F Anchor Capital Advisors Llc 163 392 −1,67 18 042 −1,71
2025-04-29 13F Hm Payson & Co 0 −100,00 0
2025-07-09 13F Fiduciary Alliance LLC 29 046 −1,64 3 207 −1,66
2025-07-31 13F Avory & Company, LLC 0 −100,00 0
2025-08-05 13F Fullcircle Wealth Llc 0 −100,00 0
2025-08-14 13F FIL Ltd 415 −2,35 46 −2,17
2025-08-11 13F Wittenberg Investment Management, Inc. 0 −100,00 0
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 0 −100,00 0
2025-07-30 13F Whittier Trust Co 9 320 −2,35 1 029 −2,37
2025-08-12 13F Frontier Asset Management, LLC 12 718 −1,67 1 404 −1,68
2025-04-14 13F Northstar Advisory Group, LLC 0 −100,00 0
2025-06-26 13F/A Deutsche Bank Ag\ 0 −100,00 0
2025-05-15 13F Tudor Investment Corp Et Al 0 −100,00 0
2025-07-16 13F Patton Fund Management, Inc. 33 327 −4,92 3 680 −4,96
2025-07-29 13F Beverly Hills Private Wealth, LLC 3 664 −47,65 405 −47,74
2025-08-05 13F J. W. Coons Advisors, LLC 15 285 −4,29 1 688 −4,37
2025-08-12 13F Richard W. Paul & Associates, LLC 164 −96,80 18 −96,82
2025-04-23 13F Fourth Dimension Wealth, LLC 0 −100,00 0
2025-07-15 13F Patriot Investment Management Inc. 3 229 −10,50 357 −10,55
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