SUB / iShares Trust - iShares Short-Term National Muni Bond ETF - Institutionellt ägande - Säljare

iShares Trust - iShares Short-Term National Muni Bond ETF
US ˙ ARCA ˙ US4642881589

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
(%)
2025-07-23 13F Financial Life Advisors 2 425 −7,51 258 −6,88
2025-08-12 13F Blueprint Investment Partners LLC 0 −100,00 0
2025-07-31 13F BIP Alliance, LLC 83 457 −1,59 8 875 −0,90
2025-08-07 13F Donaldson Capital Management, Llc 5 297 −6,79 563 −6,17
2025-08-01 13F Zhang Financial LLC 70 902 −0,45 7 540 0,25
2025-08-08 13F Beacon Harbor Wealth Advisors, Inc. 12 911 −1,90 1 373 −1,22
2025-08-11 13F Dorsey & Whitney Trust CO LLC 4 290 −27,87 456 −27,39
2025-08-04 13F Balentine LLC 144 −89,25 15 −89,36
2025-08-08 13F Citizens Financial Group Inc/ri 264 342 −0,16 28 110 0,54
2025-08-04 13F WNY Asset Management, LLC 0 −100,00 0 −100,00
2025-05-13 13F LifePlan Investment Advisors, Inc. 0 −100,00 0
2025-08-04 13F Center for Financial Planning, Inc. 0 −100,00 0
2025-07-09 13F Shore Point Advisors, LLC 9 134 −2,66 971 −1,92
2025-08-13 13F Northern Trust Corp 2 249 −29,67 239 −29,08
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-07-07 13F Trust Co 1 449 −36,03 154 −35,56
2025-08-14 13F Garden State Investment Advisory Services LLC 2 517 −31,00 268 −30,39
2025-07-25 13F Ackerman Capital Advisors, LLC 66 064 −38,32 7 025 −37,89
2025-07-31 13F GenTrust, LLC 13 724 −51,33 1 459 −50,99
2025-08-11 13F NewEdge Wealth, LLC 33 355 −5,46 3 563 −4,35
2025-07-11 13F Diversified Trust Co 0 −100,00 0
2025-08-05 13F BCGM Wealth Management, LLC 4 126 −4,78 439 −4,16
2025-07-08 13F Arlington Trust Co LLC 0 −100,00 0
2025-07-16 13F Signaturefd, Llc 300 −26,65 32 −27,91
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 −100,00 0 −100,00
2025-07-30 13F Durante & Waters, Llc 42 817 −0,19 4 553 0,53
2025-07-17 13F Park Place Capital Corp 4 055 −8,67 431 −8,12
2025-08-04 13F One Day In July LLC 0 −100,00 0
2025-08-05 13F Dravo Bay Llc 7 448 −1,68 792 −0,88
2025-07-29 13F Stratos Wealth Partners, LTD. 23 933 −45,00 2 545 −44,61
2025-07-31 13F Buckingham Strategic Partners 48 712 −3,38 5 180 −2,69
2025-07-30 13F Princeton Global Asset Management LLC 5 330 −6,65 567 −5,98
2025-04-14 13F Pallas Capital Advisors LLC 0 −100,00 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 231 557 −20,36 24 608 −19,86
2025-08-07 13F Everhart Financial Group, Inc. 8 212 −14,91 873 −14,33
2025-07-15 13F Accurate Wealth Management, LLC 5 028 −0,87 535 0,56
2025-08-11 13F First American Trust, Fsb 45 056 −6,10 4 791 −5,45
2025-08-06 13F Cornerstone Investment Partners, LLC 3 861 −9,89 411 −9,29
2025-07-22 13F Awm Capital, Llc 2 419 −8,16 257 −7,55
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-08-08 13F Kingsview Wealth Management, LLC 6 101 −0,62 649 0,00
2025-07-28 13F Patten & Patten Inc/tn 9 195 −17,31 978 −16,78
2025-08-01 13F First National Trust Co 11 537 −7,54 1 227 −6,91
2025-05-02 13F Forum Financial Management, LP 0 −100,00 0 −100,00
2025-07-17 13F Charles Schwab Trust Co 29 346 −32,60 3 121 −32,13
2025-05-08 13F Arkadios Wealth Advisors 0 −100,00 0
2025-08-06 13F Soltis Investment Advisors LLC 15 878 −4,72 1 688 −4,04
2025-07-15 13F Sheets Smith Wealth Management 116 067 −3,53 12 343 −2,86
2025-07-03 13F McLean Asset Management Corp 0 −100,00 0
2025-07-29 13F Madison Wealth Partners, Inc 4 694 −2,07 499 −1,38
2025-07-30 13F Smith Thornton Advisors LLC 18 168 −12,62 1 932 −12,03
2025-08-11 13F WPG Advisers, LLC 4 255 −8,57 452 −7,94
2025-08-04 13F Keybank National Association/oh 9 145 −9,12 972 −8,47
2025-08-07 13F Fidelis Capital Partners, LLC 2 851 −56,04 304 −55,49
2025-08-12 13F SRS Capital Advisors, Inc. 0 −100,00 0
2025-08-14 13F Becker Capital Management Inc 11 117 −63,79 1 182 −63,54
2025-07-21 13F Monticello Wealth Management, Llc 4 925 −10,70 524 −10,14
2025-07-23 13F Stephen J. Garry & Associates, Llc 3 667 −15,51 390 −15,07
2025-07-09 13F Dynamic Advisor Solutions LLC 33 353 −7,91 3 547 −7,27
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 51 092 −5,35 5 433 −4,68
2025-08-08 13F Advyzon Investment Management, LLC 0 −100,00 0
2025-08-14 13F Warren Averett Asset Management, LLC 51 244 −0,79 5 449 −0,09
2025-05-01 13F Auour Investments LLC 0 −100,00 0 −100,00
2025-08-06 13F Shade Tree Advisors LLC 0 −100,00 0
2025-07-15 13F McAdam, LLC 14 432 −4,39 1 535 −3,76
2025-05-15 13F First Manhattan Co 0 −100,00 0 −100,00
2025-08-06 13F Wedbush Securities Inc 0 −100,00 0
2025-08-06 13F Capasso Planning Partners LLC 5 131 −10,47 546 −9,92
2025-07-17 13F Dopkins Wealth Management, Llc 0 −100,00 0
2025-04-11 13F Harbor Group, Inc. 0 −100,00 0
2025-07-24 13F U S Global Investors Inc 0 −100,00 0
2025-07-09 13F Baron Financial Group, LLC 39 210 −1,67 4 170 −0,97
2025-07-21 13F Mattern Capital Management, Llc 2 672 −0,04 284 0,71
2025-07-22 13F Wealthcare Capital Partners, LLC 3 748 −0,66 399 0,00
2025-08-08 13F Larson Financial Group LLC 85 945 −50,22 9 139 −49,87
2025-07-14 13F Park Avenue Securities Llc 94 867 −18,15 10 −16,67
2025-07-16 13F Colton Groome Financial Advisors, Llc 11 731 −7,13 1 247 −6,45
2025-08-14 13F Quantinno Capital Management LP 12 669 −4,51 1 347 −3,85
2025-08-08 13F Keyvantage Wealth, Llc 2 685 −18,96 286 −18,34
2025-07-28 13F BRYN MAWR TRUST Co 7 736 −23,79 823 −23,25
2025-07-22 13F Apexium Financial, Lp 18 914 −2,52 2 011 −1,81
2025-07-24 13F Lindenwold Advisors 43 667 −1,85 4 644 −1,15
2025-07-24 13F Brandywine Oak Private Wealth Llc 143 333 −2,11 15 242 −1,42
2025-07-25 13F Atria Wealth Solutions, Inc. 14 979 −34,13 1 593 −33,69
2025-07-25 13F Meritage Portfolio Management 33 036 −3,56 3 513 −2,88
2025-08-04 13F Rede Wealth, LLC 4 432 −24,83 471 −24,28
2025-08-12 13F Ade, Llc 19 723 −19,32 2 097 −18,75
2025-07-02 13F Helen Stephens Group, LLC 26 576 −31,68 2 826 −31,19
2025-07-09 13F Alesco Advisors Llc 159 994 −0,25 17 014 0,45
2025-08-07 13F Nwam Llc 11 850 −12,58 1 260 −11,95
2025-08-13 13F Nicolet Advisory Services, Llc 68 156 −0,07 7 271 1,45
2025-08-14 13F Catalyst Financial Partners Llc 5 119 −50,99 544 −50,64
2025-08-11 13F Elequin Capital Lp 0 −100,00 0
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 1 750 −49,94 186 −49,59
2025-08-08 13F Gts Securities Llc 0 −100,00 0
2025-08-08 13F ERTS Wealth Advisors, LLC 0 −100,00 0
2025-05-14 13F Hsbc Holdings Plc 0 −100,00 0
2025-07-31 13F Brighton Jones Llc 7 833 −5,86 833 −5,13
2025-07-21 13F Quent Capital, LLC 81 975 −12,39 8 717 −11,78
2025-07-22 13F Clarius Group, LLC 0 −100,00 0
2025-08-13 13F Johnson Financial Group, Inc. 2 010 −25,83 214 −25,52
2025-08-13 13F First Trust Advisors Lp 2 039 −0,97 217 −0,46
2025-08-11 13F GKV Capital Management Co., Inc. 0 −100,00 0 −100,00
2025-08-12 13F Power Wealth Management Llc 5 026 −5,33 534 −4,64
2025-07-15 13F Axis Wealth Partners, LLC 0 −100,00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 46 870 −14,04 4 984 −13,44
2025-08-19 13F Wealth Group, Ltd. 0 −100,00 0
2025-07-15 13F Total Wealth Planning, Llc 7 790 −6,94 828 −6,33
2025-04-22 13F Rappaport Reiches Capital Management, LLC 0 −100,00 0
2025-06-06 13F Blue Oak Capital, LLC 0 −100,00 0
2025-07-25 13F Midwest Capital Advisors, LLC 22 −65,08 2 −66,67
2025-07-07 13F TruWealth Advisors, LLC 2 457 −0,04 261 0,77
2025-05-13 13F Horizon Investments, LLC 0 −100,00 0
2025-07-21 13F Life Planning Partners, Inc 51 484 −7,79 5 475 −7,14
2025-07-18 13F Trust Co Of Vermont 0 −100,00 0
2025-07-28 NP SPMFX - Symmetry Panoramic Municipal Fixed Income Fund Class I Shares 33 444 −2,05 3 543 −2,21
2025-08-15 13F Manhattan West Asset Management, LLC 38 185 −1,22 4 061 −0,54
2025-08-14 13F C M Bidwell & Associates Ltd 8 728 −10,80 928 −10,16
2025-08-19 13F Asset Dedication, LLC 122 −84,65 13 −85,54
2025-08-12 13F Fca Corp /tx 0 −100,00 0
2025-08-08 13F Cetera Investment Advisers 213 359 −14,62 22 689 −14,02
2025-08-08 13F Apex Wealth Management, LLC 35 345 −0,22 3 759 0,48
2025-08-12 13F Putnam Fl Investment Management Co 114 320 −1,99 12 157 −1,31
2025-07-17 13F Greenleaf Trust 74 966 −28,62 7 972 −28,12
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-08-14 13F Toroso Investments, LLC 31 554 −1,39 3 349 −0,71
2025-06-03 13F Invst, LLC 0 −100,00 0
2025-07-15 13F Clarus Group, Inc. 9 888 −0,10 1 051 0,57
2025-07-21 13F Sage Financial Management Group, Inc. 3 172 −49,20 0
2025-08-13 13F ASB Consultores, LLC 0 −100,00 0
2025-07-17 13F Catalytic Wealth RIA, LLC 4 507 −17,14 479 −16,55
2025-07-17 13F Cyr Financial Inc. 2 342 −51,41 249 −51,08
2025-07-23 13F Eagle Strategies LLC 1 985 −3,97 211 −3,21
2025-08-26 13F/A Thrivent Financial For Lutherans 203 146 −13,87 22 −12,50
2025-07-09 13F Aaron Wealth Advisors LLC 88 566 −10,20 9 418 −9,57
2025-08-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-08-08 13F Avantax Advisory Services, Inc. 13 949 −7,88 1 483 −7,25
2025-07-30 13F Whittier Trust Co Of Nevada Inc 3 501 −3,98 372 −3,38
2025-08-13 13F Flow Traders U.s. Llc 0 −100,00 0
2025-07-29 13F Stratos Wealth Advisors, LLC 0 −100,00 0
2025-08-07 13F Montag A & Associates Inc 11 480 −8,46 1 221 −7,85
2025-07-30 13F Exencial Wealth Advisors, Llc 29 172 −5,20 3 102 −4,52
2025-07-18 13F Wiser Wealth Management, Inc 15 476 −0,91 1 646 −0,24
2025-08-14 13F Beaird Harris Wealth Management, LLC 17 914 −6,93 1 905 −6,30
2025-08-06 13F First Horizon Advisors, Inc. 3 211 −54,25 342 −53,98
2025-08-07 13F Fonville Wealth Management LLC 27 211 −4,59 2 894 −3,92
2025-07-30 13F Phillips Financial Management, Llc 41 526 −10,55 4 416 −9,93
2025-08-14 13F IHT Wealth Management, LLC 2 715 −46,90 289 −46,57
2025-07-29 13F Private Wealth Management Group, LLC 46 194 −2,69 4 912 −2,01
2025-08-14 13F Fairview Capital Investment Management, Llc 40 875 −2,39 4 347 −1,72
2025-04-23 13F TSA Wealth Managment LLC 0 −100,00 0
2025-07-08 13F Rise Advisors, LLC 187 −22,41 20 −24,00
2025-05-21 13F Indiana Trust & Investment Management CO 0 −100,00 0 −100,00
2025-07-10 13F Arkfeld Wealth Strategies, L.L.C. 12 162 −0,86 1 293 0,47
2025-08-13 13F Transce3nd, LLC 0 −100,00 0
2025-07-17 13F Smith Anglin Financial, LLC 2 865 −1,44 305 −0,65
2025-07-18 13F Tanager Wealth Management LLP 0 −100,00 0
2025-08-01 13F Petra Financial Advisors Inc 5 551 −0,32 590 0,34
2025-07-23 13F Intergy Private Wealth, LLC 11 160 −0,02 1 187 0,68
2025-08-06 13F One Wealth Capital Management, Llc 2 431 −0,61 259 0,00
2025-08-12 13F Financial Advocates Investment Management 0 −100,00 0
2025-08-07 13F Hughes Financial Services, LLC 0 −100,00 0
2025-05-14 13F Heritage Wealth Partners, LLC 7 163 −3,29 756 −3,20
2025-08-11 13F United Capital Financial Advisers, Llc 31 178 −0,02 3 315 0,67
2025-07-08 13F Heartwood Wealth Advisors LLC 97 864 −1,02 10 407 −0,34
2025-08-01 13F James Investment Research Inc 31 702 −0,55 3 371 0,15
2025-08-14 13F Modern Wealth Management, LLC 5 416 −0,02 576 0,70
2025-05-06 13F Quadrant Private Wealth Management, LLC 0 −100,00 0 −100,00
2025-08-05 13F Prosperity Consulting Group, LLC 4 239 −6,88 451 −6,25
2025-08-14 13F Godshalk Welsh Capital Management, Inc. 13 625 −2,15 1 449 −1,50
2025-04-30 13F True Vision MN LLC 0 −100,00 0 −100,00
2025-08-06 13F Vestmark Advisory Solutions, Inc. 63 216 −5,14 6 722 −4,48
2025-08-13 13F Cresset Asset Management, LLC 23 970 −7,05 2 549 −6,39
2025-08-07 13F Resources Investment Advisors, LLC. 23 604 −10,65 2 510 −10,00
2025-07-31 13F Jordan Park Group LLC 9 080 −52,20 966 −51,89
2025-07-24 13F Bernard Wealth Management Corp. 550 −88,39 58 −88,40
2025-07-08 13F Boltwood Capital Management 10 735 −5,83 1 142 −5,15
2025-08-14 13F Old Mission Capital Llc 32 289 −61,58 3 434 −61,32
2025-07-22 13F DAVENPORT & Co LLC 6 193 −20,34 659 −19,76
2025-07-23 13F Elevate Wealth Advisory, Inc 4 710 −1,88 501 −1,19
2025-07-16 13F American National Bank 13 547 −5,60 1 441 −4,95
2025-08-14 13F Family Management Corp 0 −100,00 0
2025-04-21 13F ORG Wealth Partners, LLC 0 −100,00 0
2025-08-18 13F Geneos Wealth Management Inc. 13 818 −7,12 1 469 −6,49
2025-07-15 13F Wealth Effects Llc 2 437 −8,45 259 −7,83
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-07-09 13F Seaside Wealth Management, Inc. 13 625 −6,27 1 449 −5,61
2025-07-25 13F Sequoia Financial Advisors, LLC 135 485 −3,79 14 408 −3,11
2025-08-05 13F Ellevest, Inc. 157 618 −70,30 16 761 −70,09
2025-07-22 13F Evensky & Katz LLC 19 379 −13,41 2 0,00
2025-07-25 13F McNamara Financial Services, Inc. 46 442 −0,81 4 939 −0,12
2025-07-21 13F Ascent Group, LLC 170 066 −13,32 18 085 −12,72
2025-07-22 13F Belpointe Asset Management LLC 0 −100,00 0
2025-05-05 13F Creekmur Asset Management LLC 0 −100,00 0
2025-07-24 13F Morton Brown Family Wealth, LLC 59 800 −6,82 6 359 −6,17
2025-08-14 13F West Coast Financial LLC 0 −100,00 0
2025-08-06 13F Longview Financial Advisors LLC 5 190 −8,56 552 −8,01
2025-08-15 13F High Falls Advisors, Inc 3 387 −16,96 360 −16,28
2025-07-22 13F White & Co Financial Planning Inc 2 259 −2,25 240 −1,23
2025-07-24 13F Accredited Investor Services, Llc 17 239 −2,53 1 833 −1,82
2025-08-14 13F Mariner, LLC 818 504 −1,36 87 040 −0,67
2025-07-08 13F Henrickson Nauta Wealth Advisors, Inc. 2 694 −1,75 286 −0,69
2025-07-29 13F Wingate Wealth Advisors, Inc. 5 477 −9,80 582 −9,20
2025-07-11 13F/A Umb Bank N A/mo 26 540 −6,12 2 822 −5,46
2025-07-30 13F Probity Advisors, Inc. 3 824 −30,42 407 −30,00
2025-07-30 13F Studio Investment Management Llc 3 346 −63,74 356 −63,55
2025-07-21 13F Abundance Wealth Counselors 123 539 −0,31 13 0,00
2025-08-13 13F Horiko Capital Management Llc 32 003 −25,71 3 403 −25,19
2025-07-17 13F One Wealth Advisors, LLC 6 333 −0,94 673 −0,30
2025-08-12 13F Ameritas Investment Partners, Inc. 10 601 −4,83 1 127 −4,17
2025-08-08 13F Omega Financial Group, LLC 25 325 −7,53 2 693 −6,88
2025-08-12 13F Franklin Resources Inc 1 244 081 −0,93 132 296 −0,24
2025-07-22 13F Confluence Wealth Services, Inc. 21 211 −1,96 2 255 −0,88
2025-07-22 13F DT Investment Partners, LLC 16 138 −56,95 1 716 −56,64
2025-04-16 13F Opal Wealth Advisors, LLC 0 −100,00 0 −100,00
2025-05-14 13F Evergreen Wealth Solutions, LLC 0 −100,00 0
2025-08-08 13F KM Capital Management Ltd. 0 −100,00 0
2025-08-04 13F Human Investing LLC 12 973 −2,30 1 380 −1,64
2025-07-09 13F Riversedge Advisors, Llc 4 074 −0,22 433 0,46
2025-08-04 13F Spire Wealth Management 27 672 −24,75 2 943 −24,23
2025-08-04 13F Mayflower Financial Advisors, LLC 40 996 −7,42 4 360 −6,78
2025-08-05 13F Dynasty Wealth Management, Llc 0 −100,00 0
2025-08-12 13F Zacks Investment Management 7 154 −23,31 761 −22,84
2025-08-01 13F Equita Financial Network, Inc. 26 927 −16,08 2 863 −15,50
2025-07-10 13F Voisard Asset Management Group, Inc. 50 813 −27,04 5 403 −26,53
2025-07-08 13F IAM Advisory, LLC 15 748 −0,18 1 675 0,54
2025-07-08 13F Webster Bank, N. A. 11 840 −13,77 1 259 −13,11
2025-08-05 13F MidAtlantic Capital Management, Inc. 3 299 −46,25 351 −45,99
2025-08-08 13F Truepoint, Inc. 382 221 −2,87 40 645 −2,19
2025-08-14 13F Wealth Advisors of Tampa Bay, LLC 0 −100,00 0
2025-08-05 13F Bank Of Montreal /can/ 613 408 −7,71 65 230 −7,07
2025-07-28 13F Founders Grove Wealth Partners, Llc 46 004 −18,16 4 892 −17,57
2025-08-12 13F Calton & Associates, Inc. 0 −100,00 0
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 21 819 −21,50 2 320 −20,95
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-12 13F Tableaux Llc 0 −100,00 0
2025-08-14 13F Balanced Rock Investment Advisor 3 516 −6,66 374 −6,05
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-07-10 13F Anderson Hoagland & Co 47 691 −5,08 5 071 −3,67
2025-08-13 13F Cerity Partners LLC 411 285 −1,11 43 736 −0,42
2025-07-11 13F Busey Wealth Management 3 000 −16,60 319 −15,83
2025-08-07 13F Kestra Private Wealth Services, Llc 40 422 −66,18 4 298 −65,95
2025-07-31 13F Topsail Wealth Management, LLC 0 −100,00 0
2025-08-08 13F Compass Wealth Management LLC 0 −100,00 0
2025-08-12 13F Jacobi Capital Management LLC 3 854 −33,34 410 −32,95
2025-07-17 13F XY Planning Network, Inc. 3 156 −3,55 336 −2,90
2025-07-22 13F Safir Wealth Advisors, LLC 25 929 −3,34 2 757 −2,65
2025-08-11 13F Aptus Capital Advisors, LLC 11 963 −9,60 1 272 −8,95
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-07-07 13F First Community Trust Na 2 671 −33,57 284 −33,02
2025-07-29 13F Mezzasalma Advisors, LLC 4 115 −1,65 438 −0,91
2025-05-28 13F Intrua Financial, LLC 0 −100,00 0 −100,00
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0
2025-04-23 13F Austin Asset Management Co Inc 0 −100,00 0 −100,00
2025-05-09 13F Intrust Bank Na 0 −100,00 0
2025-07-30 13F MEMBERS Trust Co 179 410 −4,04 19 078 −3,37
2025-07-22 13F MBL Wealth, LLC 85 213 −1,47 9 062 −0,78
2025-07-23 13F Steel Peak Wealth Management LLC 26 480 −4,92 2 816 −4,25
2025-07-30 13F Caliber Wealth Management, LLC / KS 5 995 −13,84 637 −13,22
2025-08-05 13F Astra Wealth Partners LLC 2 015 −31,18 214 −30,74
2025-07-25 13F NorthRock Partners, LLC 108 −95,11 11 −95,28
2025-08-13 13F Bernardo Wealth Planning LLC 3 886 −8,82 0
2025-05-02 13F Summit X, LLC 0 −100,00 0
2025-07-16 13F ORG Partners LLC 9 188 −1,61 981 −0,51
2025-07-16 13F Dakota Wealth Management 117 055 −2,01 12 448 −1,33
2025-07-25 13F Stephens Consulting, LLC 0 −100,00 0
2025-08-04 13F Creative Financial Designs Inc /adv 8 677 −20,52 923 −19,97
2025-07-22 13F Valley National Advisers Inc 85 −70,59 0
2025-08-01 13F May Hill Capital, LLC 22 325 −24,19 2 374 −23,64
2025-08-11 13F Synergy Investment Management, LLC 6 097 −2,04 648 −1,37
2025-08-11 13F Brown Wealth Management, Llc 125 984 −20,72 13 397 −20,17
2025-08-12 13F MAI Capital Management 24 052 −1,48 2 558 −0,81
2025-07-31 13F West Michigan Advisors, Llc 3 155 −0,66 336 0,00
2025-07-15 13F Traction Financial Partners, LLC 3 801 −1,30 404 −0,49
2025-07-22 13F Wealthcare Advisory Partners LLC 49 097 −23,60 5 221 −23,06
2025-08-14 13F Wells Fargo & Company/mn 386 297 −4,15 41 079 −3,48
2025-08-05 13F Dunhill Financial, LLC 0 −100,00 0
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 6 969 −7,30 741 −6,56
2025-07-29 13F Swmg, Llc 6 028 −0,48 643 0,63
2025-07-15 13F Capstone Capital Wealth Advisors 3 862 −4,41 411 −3,76
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 18 024 −2,81 1 916 −2,04
2025-04-15 13F Collier Financial 1 816 −3,81 192 −4,02
2025-08-14 13F UBS Group AG 1 130 527 −10,92 120 220 −10,30
2025-07-24 13F Summit Place Financial Advisors, LLC 0 −100,00 0
2025-05-05 13F Morningstar Investment Services LLC 5 118 −30,58 1
2025-05-01 13F Bleakley Financial Group, LLC 0 −100,00 0
2025-08-07 13F Efficient Advisors, LLC 7 202 −61,33 766 −61,09
2025-08-11 13F Westover Capital Advisors, LLC 6 999 −6,77 744 −6,06
2025-07-29 13F Foster & Motley Inc 3 690 −12,35 0
2025-07-15 13F Smith & Howard Wealth Management, LLC 22 850 −20,74 2 430 −20,20
2025-08-14 13F/A Skopos Labs, Inc. 155 −38,49 16 −38,46
2025-07-11 13F Pinnacle Bancorp, Inc. 21 237 −0,31 2 258 0,40
2025-08-07 13F Prairieview Wealth Partners, Llc 0 −100,00 0
2025-04-14 13F Wesbanco Bank Inc 0 −100,00 0
2025-04-16 13F Rye Brook Capital LLC 0 −100,00 0
2025-07-22 13F Sutton Place Investors Llc 2 558 −0,81 272 0,00
2025-07-28 13F RFG Advisory, LLC 23 462 −1,64 2 495 −0,95
2025-07-31 13F Fedenia Advisers LLC 6 416 −3,01 682 −2,29
2025-07-28 13F Rosenberg Matthew Hamilton 8 932 −34,97 950 −34,55
2025-08-14 13F Cardiff Park Advisors, Llc 28 246 −3,35 3 004 −2,69
2025-07-18 13F Magnolia Private Wealth, LLC 0 −100,00 0
2025-07-14 13F Signature Securities Group Corporation 8 204 −3,66 872 −3,00
2025-05-13 13F SevenBridge Financial Group, LLC 0 −100,00 0
2025-08-11 13F Wescott Financial Advisory Group, LLC 13 935 −8,79 1 482 −8,18
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-07-10 13F Sovran Advisors, LLC 0 −100,00 0
2025-07-23 13F Eagle Rock Investment Company, Llc 43 025 −11,32 4 575 −10,70
2025-07-11 13F BTC Capital Management, Inc. 0 −100,00 0
2025-07-23 13F Columbus Macro, LLC 1 881 −1,16 200 0,00
2025-07-29 13F Wealthstream Advisors, Inc. 0 −100,00 0 −100,00
2025-07-10 13F Wedmont Private Capital 16 072 −0,37 1 710 1,06
2025-07-07 13F Centurion Wealth Management LLC 3 605 −7,54 383 −6,81
2025-08-06 13F Nvwm, Llc 0 −100,00 0
2025-05-19 13F/A AAFCPAs Wealth Management, LLC 0 −100,00 0
2025-08-04 13F Linscomb & Williams, Inc. 7 627 −4,56 811 −3,80
2025-05-15 13F Gwn Securities Inc. 0 −100,00 0
2025-08-11 13F Avantax Planning Partners, Inc. 61 145 −0,89 6 502 −0,18
2025-08-06 13F Savant Capital, LLC 2 894 −14,10 308 −13,52
2025-07-30 13F Strategic Blueprint, LLC 7 457 −1,53 793 −0,88
2025-08-06 13F AE Wealth Management LLC 3 149 −0,60 335 0,00
2025-05-12 13F Frank, Rimerman Advisors LLC 0 −100,00 0
2025-08-12 13F Legacy Financial Group, Inc. 37 577 −11,51 3 996 −10,91
2025-05-15 13F Icon Wealth Advisors, LLC 0 −100,00 0
2025-08-13 13F Baker Avenue Asset Management, LP 3 504 −31,75 373 −31,37
2025-08-04 13F Premier Path Wealth Partners, LLC 18 457 −8,33 1 963 −7,71
2025-07-21 13F Single Point Partners, LLC 53 303 −3,29 6 0,00
2025-08-13 13F EverSource Wealth Advisors, LLC 18 148 −1,96 1 930 −1,28
2025-07-24 13F McKinley Carter Wealth Services, Inc. 5 954 −11,70 633 −11,10
2025-08-08 13F WASHINGTON TRUST Co 0 −100,00 0
2025-08-11 13F Cornerstone Planning Group LLC 54 −37,21 6 −44,44
2025-07-21 13F Vaughan Nelson Investment Management, L.p. 6 956 −0,93 740
2025-07-23 13F Slow Capital, Inc. 125 882 −26,44 13 386 −25,93
2025-05-02 13F Theory Financial Llc 0 −100,00 0
2025-08-12 13F Investments & Financial Planning, LLC 2 661 −13,29 283 −12,96
2025-08-06 13F Csenge Advisory Group 5 166 −1,62 547 −0,91
2025-08-12 13F Jpmorgan Chase & Co 627 813 −18,83 66 762 −18,26
2025-07-24 13F Greenwood Gearhart Inc 15 000 −0,25 1 595 0,50
2025-08-12 13F Aviso Financial Inc. 0 −100,00 0
2025-03-21 13F Prostatis Group LLC 0 −100,00 0
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 252 −70,42 27 −70,79
2025-05-14 13F United Bank 0 −100,00 0
2025-08-06 13F Hallmark Capital Management Inc 806 −1,59 86 −1,16
2025-08-06 13F SOUTH STATE Corp 1 339 −64,23 142 −64,05
2025-07-30 13F Rehmann Capital Advisory Group 16 003 −3,17 1 702 −2,52
2025-07-11 13F LongView Wealth Management 0 −100,00 0
2025-07-15 13F Kwmg, Llc 21 691 −17,30 2 307 −16,72
2025-07-11 13F Trinity Wealth Management, LLC 7 011 −2,15 746 −1,46
2025-08-25 13F Hilltop Partners LLC 6 217 −1,54 661 −0,75
2025-07-30 13F Silver Oak Wealth Advisors Services, Llc 5 411 −0,97 575 −0,17
2025-07-17 13F Archford Capital Strategies, LLC 6 863 −2,31 730 −1,62
2025-08-04 13F Pensionmark Financial Group, Llc 67 069 −2,07 7 132 −1,38
2025-08-01 13F Austin Private Wealth, LLC 11 616 −63,19 1 235 −62,94
2025-08-14 13F Jane Street Group, Llc 80 402 −9,30 8 550 −8,66
2025-07-25 13F RHS Financial, LLC 0 −100,00 0
2025-07-23 13F Mullooly Asset Management, Inc. 36 201 −3,42 3 850 −2,75
2025-07-28 13F Morris Financial Concepts, Inc. 2 653 −0,15 282 0,71
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0 −100,00
2025-05-05 13F West Wealth Group, LLC 0 −100,00 0
2025-08-14 13F Partners Capital Investment Group, Llp 157 870 −18,58 16 788 −18,01
2025-08-06 13F Walkner Condon Financial Advisors LLC 21 649 −11,21 2 302 −10,57
2025-08-12 13F Journey Strategic Wealth Llc 16 242 −2,16 1 727 −1,43
2025-07-30 13F Patten Group, Inc. 47 358 −6,91 5 036 −6,25
2025-07-31 13F Opus Capital Group, LLC 67 363 −2,81 7 0,00
2025-07-29 13F Sigma Investment Counselors Inc 18 227 −16,62 1 938 −16,03
2025-07-22 13F Hill Island Financial Llc 6 689 −29,94 711 −29,46
2025-04-21 13F LifeGoal Wealth Advisors 0 −100,00 0
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 46 −45,24 5 −50,00
2025-07-17 13F K2 Financial Inc. 36 170 −6,47 3 851 −5,22
2025-07-29 13F Orin Green Financial, LLC 16 100 −11,61 1 712 −10,51
2025-07-17 13F Fifth Third Securities, Inc. 21 367 −0,64 2 272 0,09
2025-08-14 13F Abound Financial, Llc 0 −100,00 0
2025-08-12 13F BWM Planning, LLC 7 285 −0,67 775 0,00
2025-08-08 13F Renasant Bank 0 −100,00 0
2025-07-30 13F Avidian Wealth Solutions, LLC 32 929 −0,97 3 502 −0,28
2025-05-08 13F FSA Advisors, Inc. 0 −100,00 0 −100,00
2025-08-06 13F Stone House Investment Management, LLC 420 −97,44 45 −97,46
2025-07-11 13F Grove Bank & Trust 107 507 −1,84 11 432 −1,15
2025-08-12 13F Coldstream Capital Management Inc 43 158 −27,83 4 589 −27,32
2025-04-11 13F Magnus Financial Group LLC 0 −100,00 0
2025-08-08 13F Croban 4 926 −12,72 524 −12,25
2025-07-17 13F Northwest Wealth Management, Llc 0 −100,00 0
2025-07-15 13F Graypoint LLC 7 232 −9,19 769 −8,56
2025-07-14 13F Sowell Financial Services LLC 2 670 −0,52 284 0,00
2025-07-24 13F Cyndeo Wealth Partners, LLC 0 −100,00 0
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-08-05 13F Sigma Planning Corp 30 995 −2,08 3 296 −1,38
2025-07-21 13F Fortis Capital Advisors, LLC 0 −100,00 0
2025-08-12 13F BlackRock, Inc. 11 603 −56,85 1 234 −56,57
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