IUSV - iShares Trust - iShares Core S&P U.S. Value ETF Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (NasdaqGM)

iShares Trust - iShares Core S&P U.S. Value ETF
US ˙ NasdaqGM ˙ US4642876639

Mga Batayang Estadistika
Pemilik Institusional 738 total, 738 long only, 0 short only, 0 long/short - change of -0.67% MRQ
Alokasi Portofolio Rata-rata 0.6060 % - change of -8.69% MRQ
Saham Institusional (Jangka Panjang) 176,825,762 (ex 13D/G) - change of 1.01MM shares 0.57% MRQ
Nilai Institusional (Jangka Panjang) $ 16,321,823 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

iShares Trust - iShares Core S&P U.S. Value ETF (US:IUSV) memiliki 738 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 176,825,762 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, LPL Financial LLC, Morgan Stanley, Jones Financial Companies Lllp, Envestnet Asset Management Inc, Ronald Blue Trust, Inc., Signaturefd, Llc, Aspiriant, Llc, Kestra Investment Management, LLC, and Merit Financial Group, LLC .

Struktur kepemilikan institusional iShares Trust - iShares Core S&P U.S. Value ETF (NasdaqGM:IUSV) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.

The share price as of September 5, 2025 is 98.55 / share. Previously, on September 9, 2024, the share price was 93.30 / share. This represents an increase of 5.63% over that period.

IUSV / iShares Trust - iShares Core S&P U.S. Value ETF Institutional Ownership
Skor Sentimen Dana

Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.

Frekuensi Pembaruan: Setiap Hari

Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.

Rasio Put/Call Institusional

Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.

Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.

IUSV / iShares Trust - iShares Core S&P U.S. Value ETF Historical Put/Call Ratio
Pengajuan 13F dan NPORT

Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan untuk membuka data premium dan mengekspor ke Excel .

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-08-11 13F Vanguard Group Inc 3,449 21.53 326 24.90
2025-07-28 13F Axxcess Wealth Management, Llc 19,372 551.60 1,833 568.98
2025-07-31 13F/A Interchange Capital Partners, LLC 8,480 0.41 802 2.95
2025-07-15 13F Garrett Investment Advisors LLC 0 -100.00 0
2025-07-17 13F Fiduciary Advisors, Inc. 7,433 1.41 703 3.99
2025-08-13 13F Per Stirling Capital Management, LLC. 133,465 0.99 12,630 3.55
2025-08-14 13F LaSalle St. Investment Advisors, LLC 152,664 5.35 14 7.69
2025-07-23 13F Hager Investment Management Services, Llc 322 -16.80 30 -14.29
2025-07-30 13F Bogart Wealth, LLC 519 0.00 49 4.26
2025-07-16 13F Signaturefd, Llc 4,483,865 0.52 424,308 3.07
2025-07-09 13F Veracity Capital LLC 374,243 5.92 35,415 8.61
2025-05-29 13F Plum Street Advisors, LLC 0 -100.00 0 -100.00
2025-08-13 13F Capital Analysts, Inc. 2,371 0.13 0
2025-08-14 13F Alliancebernstein L.p. 85,800 -0.35 8,119 2.18
2025-07-25 13F Investment Advisory Group, LLC 4,688 0.00 444 2.55
2025-08-14 13F Vident Advisory, LLC 248,808 -5.03 23,545 -2.63
2025-07-30 13F Canvas Wealth Advisors, LLC 69,620 1.84 6,740 14.39
2025-08-14 13F Raymond James Financial Inc 1,505,339 6.32 142,450 9.01
2025-08-12 13F Charles Schwab Investment Management Inc 100,661 -6.75 9,526 -4.39
2025-08-08 13F Carl P. Sherr & Co., LLC 133,509 0.43 12,634 2.97
2025-07-16 13F Octavia Wealth Advisors, LLC 2,751 -1.01 260 1.56
2025-07-08 13F Zrc Wealth Management, Llc 384 -54.88 36 -53.85
2025-08-14 13F Syon Capital Llc 13,848 -24.64 1,310 -22.76
2025-08-14 13F Benjamin Edwards Inc 1,013,017 4.21 95,862 6.85
2025-08-14 13F German American Bancorp, Inc. 5,792 -1.30 548 1.29
2025-08-14 13F Ancora Advisors, LLC 434 0.00 41 2.50
2025-07-16 13F Beaumont Financial Advisors, LLC 5,385 0.00 510 2.62
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 460,242 0.67 44,340 5.09
2025-07-22 13F Awm Capital, Llc 5,216 -1.71 494 0.82
2025-08-13 13F Beacon Pointe Advisors, LLC 11,547 -13.18 1,093 -11.00
2025-08-13 13F Providence Capital Advisors, LLC 117 11
2025-08-12 13F Change Path, LLC 2,251 213
2025-08-14 13F Citadel Advisors Llc 8,052 -88.51 762 -88.23
2025-08-08 13F Creative Planning 138,741 -7.93 13,129 -5.59
2025-08-06 13F Valued Wealth Advisors LLC 3,458 146.47 327 153.49
2025-08-01 13F Rossby Financial, LCC 40 0.00 4 0.00
2025-08-08 13F Emerald Investment Partners, Llc 1,750 0.00 166 2.48
2025-07-28 13F Deroy & Devereaux Private Investment Counsel Inc 39,748 -4.79 4 0.00
2025-08-14 13F Diversify Advisory Services, LLC 16,437 1,595
2025-07-30 13F SkyOak Wealth, LLC 206,758 2.20 19,566 4.79
2025-08-11 13F Summit Wealth Partners, LLC 47,821 18.54 4,525 21.54
2025-04-22 13F Bright Futures Wealth Management, LLC. 5,313 0.00 447 -11.83
2025-07-30 13F Financial Perspectives, Inc 1,743 -0.40 165 1.86
2025-08-14 13F Peapack Gladstone Financial Corp 0 -100.00 0
2025-07-17 13F Janney Montgomery Scott LLC 59,823 -8.52 6 -16.67
2025-08-14 13F McIlrath & Eck, LLC 4,412 30.07 418 33.23
2025-08-26 13F/A Thrivent Financial For Lutherans 10,221 339.99 1
2025-08-12 13F LPL Financial LLC 15,189,334 5.23 1,437,367 7.90
2025-08-06 13F Financial Advisory Corp /ut/ /adv 0 -100.00 0
2025-08-14 13F Comerica Bank 55,924 10.37 5,292 13.17
2025-08-08 13F Hartland & Co., LLC 1,490 0.00 141 2.19
2025-07-10 13F Tompkins Financial Corp 4,883 0.00 462 2.67
2025-08-13 13F Johnson Financial Group, Inc. 78 0.00 7 0.00
2025-07-10 13F Family Legacy Financial Solutions, LLC 243 23
2025-07-25 13F Pathway Financial Advisors LLC 0 -100.00 0
2025-07-28 13F ForthRight Wealth Management, LLC 291,869 2.07 27,620 4.66
2025-07-02 13F Dentgroup LLC 6,274 -30.51 594 -28.81
2025-08-13 13F Baird Financial Group, Inc. 151,840 -17.31 14,369 -15.21
2025-07-18 13F New Wave Wealth Advisors Llc 26,689 2.95 2,526 5.56
2025-07-30 13F/A Old Point Trust & Financial Services N A 7,365 11.25 697 14.10
2025-08-13 13F Berry Wealth Group, LP 4,108 14.68 389 17.58
2025-07-29 13F Madison Wealth Partners, Inc 287,645 2.38 27,220 4.98
2025-07-21 13F Monticello Wealth Management, Llc 14,128 -3.11 1,337 -0.67
2025-08-14 13F Warren Averett Asset Management, LLC 13,250 0.90 1,254 3.47
2025-07-10 13F Signal Advisors Wealth, LLC 2,526 -5.46 239 -2.85
2025-08-14 13F Elevatus Welath Management 2,628 0.08 249 2.48
2025-07-29 13F Lutz Financial Services LLC 113,419 1.88 10,733 4.47
2025-08-11 13F Perennial Investment Advisors, LLC 10,083 4.94 954 7.67
2025-08-11 13F Delta Asset Management Llc/tn 3 0.00 0
2025-08-06 13F DDFG, Inc 258,636 1.13 24,475 3.69
2025-07-16 13F Motive Wealth Advisors 76,314 3.17 7,222 5.79
2025-08-06 13F Prospera Financial Services Inc 24,437 1.05 2,314 3.67
2025-08-14 13F Sand Hill Global Advisors, LLC 8,767 0.00 830 2.47
2025-03-12 13F/A Private Capital Management Llc 888 0.00 78 -2.50
2025-07-15 13F Kraft Asset Management, Llc 3,644 0.00 345 2.38
2025-07-10 13F Sovran Advisors, LLC 2,804 3.05 268 15.02
2025-08-13 13F VestGen Advisors, LLC 22,626 -1.29 2,141 1.23
2025-08-12 13F New Republic Capital, LLC 714 0.00 68 3.08
2025-07-18 13F Trust Co Of Vermont 689 0.00 65 3.17
2025-07-08 13F Nbc Securities, Inc. 602 0.00 0
2025-07-21 13F Financial Council Asset Management Inc 91,437 0.17 8,653 2.71
2025-08-13 13F Northwestern Mutual Wealth Management Co 365,071 4.20 34,547 6.84
2025-08-14 13F Dagco, Inc. 0 -100.00 0
2025-08-14 13F AllSquare Wealth Management LLC 94 0.00 9 0.00
2025-08-06 13F Regimen Wealth, Llc 6,670 0.47 631 3.10
2025-07-15 13F Boyd Wealth Management, LLC 16,343 49.46 1,547 53.22
2025-07-07 13F RDA Financial Network 36,587 2.73 3,462 5.36
2025-04-30 13F Astra Wealth Partners LLC 0 -100.00 0
2025-08-15 13F CI Private Wealth, LLC 455,967 -43.21 43,149 -41.77
2025-07-14 13F Pacifica Partners Inc. 1,137 -6.96 107 -0.93
2025-07-23 13F TriaGen Wealth Management LLC 16,487 -0.49 1,560 2.03
2025-07-22 13F SOL Capital Management CO 29,150 513.68 3
2025-05-02 13F Capital A Wealth Management, LLC 403 571.67 37 640.00
2025-07-17 13F City Holding Co 118 0.00 11 10.00
2025-07-11 13F Essex Savings Bank 5,494 0.00 520 2.37
2025-08-15 13F First Heartland Consultants, Inc. 19,720 0.20 1,866 2.75
2025-08-14 13F Gotham Asset Management, LLC 32,898 0.00 3,113 2.54
2025-08-08 13F CFO4Life Group, LLC 15,423 0.00 1,459 2.53
2025-08-14 13F Royal Bank Of Canada 1,375,617 5.81 130,175 8.50
2025-07-16 13F Falcon Wealth Planning 2,364 224
2025-07-31 13F BIP Wealth, LLC 4,187 -10.76 396 -8.55
2025-07-08 13F FF Advisors,LLC 3,772 0.00 357 5.95
2025-07-29 13F Private Trust Co Na 23,106 1.42 2,187 4.00
2025-07-15 13F Legacy Financial Group LLC 144,594 20.74 13,683 23.80
2025-07-10 13F Trust Point Inc. 6,600 0.00 625 2.46
2025-07-09 13F High Probability Advisors, LLC 160,617 8.17 15,199 10.91
2025-08-25 13F/A Promus Capital, LLC 177 0.00 17 0.00
2025-08-12 13F Nemes Rush Group LLC 70 7
2025-04-17 13F Tcfg Wealth Management, Llc 0 -100.00 0
2025-08-11 13F Guidance Point Advisors, LLC 28,967 1.18 2,741 3.75
2025-08-14 13F Great Valley Advisor Group, Inc. 33,290 33.23 3,150 36.60
2025-05-02 13F Cullen/frost Bankers, Inc. 0 -100.00 0
2025-07-09 13F First Financial Corp /in/ 1,759 0.00 166 2.47
2025-08-13 13F Scotia Capital Inc. 3,784 0.00 358 2.58
2025-07-23 13F West Paces Advisors Inc. 0 -100.00 0
2025-08-11 13F Citigroup Inc 29,341 10.41 2,777 13.21
2025-05-06 13F Greenwood Gearhart Inc 0 -100.00 0
2025-07-17 13F Sound Income Strategies, LLC 3,062 615.42 290 641.03
2025-04-28 13F Swmg, Llc 0 -100.00 0
2025-07-03 13F CPA Asset Management LLC 3,180 0.00 301 2.39
2025-07-15 13F Eaton Financial Holdings Company, LLC 72,173 -36.80 6,830 -35.20
2025-07-17 13F Independence Bank of Kentucky 100 0.00 9 0.00
2025-08-12 13F Calton & Associates, Inc. 2,766 0.00 262 2.35
2025-08-14 13F Family Management Corp 31,083 -6.97 2,941 -4.61
2025-07-21 13F Life Planning Partners, Inc 24,491 0.00 2,318 2.52
2025-08-08 13F Pnc Financial Services Group, Inc. 574,965 -1.05 54,409 1.46
2025-08-11 13F Brown Brothers Harriman & Co 1,171 -20.56 111 -19.12
2025-07-25 13F Sovereign Financial Group, Inc. 14,806 -1.49 1,401 1.01
2025-07-23 13F Eagle Strategies LLC 26,924 1.61 2,548 4.17
2025-07-15 13F Missouri Trust & Investment Co 100 0.00 9 0.00
2025-08-13 13F Summit Financial, LLC 46,893 17.82 4,437 20.80
2025-08-14 13F Quantinno Capital Management LP 10,473 -9.19 991 -6.86
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 2,489 3.62 235 6.33
2025-07-24 13F/A TFR Capital, LLC. 4,217 0.00 399 2.57
2025-07-21 13F Mechanics Financial Corp 367 0.00 35 3.03
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 1,158 112
2025-08-14 13F Smartleaf Asset Management LLC 823 78
2025-08-08 13F Capital Investment Advisory Services, LLC 1,084 0.00 103 2.00
2025-07-11 13F Oak Asset Management, LLC 2,423 3.46 229 6.02
2025-07-18 13F Pure Financial Advisors, Inc. 9,197 5.69 870 8.34
2025-07-25 13F Endowment Wealth Management, Inc. 52,937 27.72 5,009 30.95
2025-07-16 13F Plancorp, LLC 0 -100.00 0
2025-07-30 13F Phillips Financial Management, Llc 11,896 0.00 1,126 2.55
2025-08-08 13F Flaharty Asset Management, LLC 613 0.00 58 3.57
2025-08-14 13F Murphy & Mullick Capital Management Corp 16 0.00 2 0.00
2025-07-30 13F Liberty One Investment Management, Llc 17,431 1.25 1,649 3.84
2025-07-22 13F Coastal Investment Advisors, Inc. 213 0.00 20 5.26
2025-07-09 13F Bank of New Hampshire 423 0.00 40 2.56
2025-07-28 13F Wealthspan Partners, Llc 3,732 -11.81 353 -9.49
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 2,575 0.00 244 2.53
2025-08-11 13F Western Wealth Management, LLC 19,753 -13.11 1,869 -10.92
2025-08-12 13F Mmbg Investment Advisors Co. 3,919 0.00 371 2.49
2025-08-04 13F Savvy Advisors, Inc. 2,494 236
2025-05-12 13F Sandy Spring Bank 362,036 -0.46 33,412 -0.78
2025-08-04 13F Flagship Harbor Advisors, Llc 356,621 6.69 33,747 9.39
2025-08-14 13F Integrated Wealth Concepts LLC 107,401 0.14 10,163 2.68
2025-07-15 13F Graypoint LLC 5,512 0.09 522 2.56
2025-07-17 13F Greenleaf Trust 4,003 379
2025-08-11 13F Hopwood Financial Services, Inc. 2,410 0.00 228 2.70
2025-07-22 13F Iron Horse Wealth Management, LLC 91 1,037.50 9
2025-08-11 13F Bradley Foster & Sargent Inc/ct 4,728 0.00 447 2.52
2025-07-16 13F St Germain D J Co Inc 6,804 78.86 644 83.19
2025-05-09 13F Pathway Financial Advisers, LLC 0 -100.00 0
2025-07-30 13F Onyx Bridge Wealth Group LLC 2,131 202
2025-08-14 13F Greenline Partners, LLC 35,658 190.23 3,374 2.55
2025-07-31 13F Fielder Capital Group LLC 3,896 -1.34 369 1.10
2025-08-01 13F SYM FINANCIAL Corp 4,690 0.00 444 2.55
2025-08-12 13F Global Retirement Partners, LLC 59,945 11.33 5,673 13.78
2025-08-08 13F/A Sterling Capital Management LLC 6,388 1.19 604 3.78
2025-07-08 13F Canandaigua National Trust Co of Florida 68,178 15.62 6,452 18.56
2025-07-28 13F Copia Wealth Management 7 0.00 1
2025-08-12 13F Asset Management Group, Inc. 47,356 0.45 4,481 3.01
2025-07-18 13F Marino, Stram & Associates Llc 0 -100.00 0
2025-07-07 13F Wesbanco Bank Inc 4,902 0.00 464 2.43
2025-04-29 13F Proffitt & Goodson Inc 0 -100.00 0
2025-07-22 13F USAdvisors Wealth Management, LLC 53,094 1.37 5 25.00
2025-08-14 13F Certified Advisory Corp 120,189 0.61 11,373 3.16
2025-08-13 13F Russell Investments Group, Ltd. 34,577 -48.68 3,272 -47.37
2025-07-07 13F Roxbury Financial LLC 3,005 2.88 284 2.16
2025-08-07 13F Montag A & Associates Inc 28,525 27.91 2,699 31.15
2025-08-13 13F Natixis Advisors, L.p. 719,348 14.40 68 17.24
2025-08-05 13F Key FInancial Inc 2,496 -4.55 236 -2.07
2025-07-18 13F CHURCHILL MANAGEMENT Corp 0 -100.00 0
2025-07-01 13F Confluence Investment Management Llc 125,563 63.91 11,882 68.09
2025-07-25 13F Sequoia Financial Advisors, LLC 7,161 -48.35 678 -47.07
2025-08-06 13F Vestmark Advisory Solutions, Inc. 34,198 3,236
2025-08-04 13F Arkadios Wealth Advisors 3,903 1.99 369 4.53
2025-08-05 13F Claro Advisors LLC 4,105 -9.98 388 -7.62
2025-08-14 13F Moneta Group Investment Advisors Llc 9,101 41.78 861 45.44
2025-08-14 13F CoreCap Advisors, LLC 1,354 -2.17 128 0.79
2025-05-01 13F Reyes Financial Architecture, Inc. 0 -100.00 0
2025-08-13 13F Cresset Asset Management, LLC 44,321 -3.11 4,194 -0.64
2025-08-13 13F GeoWealth Management, LLC 365 -69.66 35 -69.37
2025-08-14 13F Bnp Paribas Arbitrage, Sa 0 -100.00 0
2025-07-09 13F Finley Financial, LLC 640 0.00 61 7.14
2025-07-21 13F Quent Capital, LLC 99,878 -3.35 9,451 -0.90
2025-07-25 13F Stephens Consulting, LLC 1,082 0.00 102 3.03
2025-08-14 13F Two Sigma Investments, Lp 0 -100.00 0
2025-05-15 13F Glenmede Trust Co Na 40 0.00 4 0.00
2025-07-21 13F HighMark Wealth Management LLC 77,295 0.12 7,313 2.64
2025-08-05 13F Bank Of Montreal /can/ 4,863 32.91 460 36.50
2025-08-13 13F Colonial Trust Co / SC 3,689 0.00 349 2.65
2025-05-15 13F Shapiro Capital Management Llc 0 -100.00 0
2025-07-14 13F Occidental Asset Management, LLC 8,646 -51.28 818 -50.03
2025-07-30 13F IMG Wealth Management, Inc. 1,138 0.00 108 1.90
2025-07-15 13F Norden Group Llc 4,422 0.00 418 2.45
2025-08-14 13F Stifel Financial Corp 131,135 -8.41 12,409 -6.09
2025-07-11 13F Compass Ion Advisors, LLC 2,960 0.00 280 2.56
2025-08-08 13F MTM Investment Management, LLC 40 0.00 4 0.00
2025-08-12 13F Coston, McIsaac & Partners 10 0.00 0
2025-07-09 13F Breakwater Capital Group 50,506 -0.14 4,779 2.40
2025-08-13 13F SCS Capital Management LLC 56,695 -1.99 5,365 0.51
2025-07-07 13F Northwest & Ethical Investments L.P. 0 -100.00 0 -100.00
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0
2025-08-14 13F/A Skopos Labs, Inc. 6,478 3,688.30 613 3,980.00
2025-07-16 13F Ironwood Wealth Management, Inc. 196,976 -0.11 18,847 12.41
2025-07-11 13F Hilltop Wealth Advisors, Llc 37,626 6.71 3,561 9.40
2025-07-23 13F Valmark Advisers, Inc. 68,898 16.55 6,520 19.51
2025-08-12 13F Deutsche Bank Ag\ 40,887 80.92 3,869 85.56
2025-08-14 13F Ameriprise Financial Inc 419,326 1.26 39,679 3.84
2025-07-28 13F Ritholtz Wealth Management 3,975 376
2025-07-24 13F Capital Advisors, Ltd. LLC 153 0.00 0
2025-07-30 13F Crewe Advisors LLC 103 10
2025-08-14 13F Abound Financial, Llc 0 -100.00 0
2025-07-25 13F Dynamic Financial Group 5,683 12.29 538 14.99
2025-08-06 13F Golden State Wealth Management, LLC 974 -7.41 92 -5.15
2025-07-29 13F Mb, Levis & Associates, Llc 0 -100.00 0
2025-08-08 13F Strategies Wealth Advisors, LLC 228,592 34.39 21,632 37.79
2025-07-23 13F Prasad Wealth Partners, LLC 2,384 1.49 226 4.17
2025-07-21 13F Barrett & Company, Inc. 68 0.00 6 0.00
2025-08-14 13F Colony Group, LLC 402,269 -2.65 38,067 -0.18
2025-07-14 13F Sweeney & Michel, Llc 4,891 0.47 470 18.43
2025-07-23 13F Viewpoint Capital Management LLC 180 0.00 17 6.25
2025-08-15 13F Howland Capital Management Llc 54,270 0.00 5,136 2.54
2025-08-12 13F Gladstone Institutional Advisory LLC 9,246 34.82 875 38.29
2025-05-15 13F Engineers Gate Manager LP 0 -100.00 0
2025-05-12 13F Independent Advisor Alliance 0 -100.00 0
2025-08-29 13F Evolution Wealth Management Inc. 264 25
2025-07-14 13F Maryland Capital Advisors Inc. 13,208 0.05 1,250 2.55
2025-08-08 13F Smithfield Trust Co 282 0
2025-07-22 13F DT Investment Partners, LLC 283 0.00 27 0.00
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 34,801 -5.24 3,293 -2.72
2025-05-13 13F Boston Partners 0 -100.00 0
2025-08-12 13F MAI Capital Management 5,796 -0.62 549 1.86
2025-08-13 13F Alerus Financial Na 39 4
2025-08-14 13F Hilltop Holdings Inc. 2,803 -94.38 265 -94.24
2025-07-30 13F Exencial Wealth Advisors, Llc 4,611 -9.46 436 -7.23
2025-07-14 13F Abound Wealth Management 652 0.15 62 1.67
2025-07-18 13F Foundry Financial Group, Inc. 75,774 1.47 7,170 4.05
2025-07-31 13F Glass Jacobson Investment Advisors llc 777 -7.61 74 -5.19
2025-08-15 13F Captrust Financial Advisors 54,991 0.00 5,204 2.54
2025-07-17 13F Park Place Capital Corp 955 0.53 91 4.60
2025-08-14 13F/A Rockefeller Capital Management L.P. 170,877 29.54 16,170 32.82
2025-07-24 13F Jfs Wealth Advisors, Llc 11,478 -4.26 1,086 -1.81
2025-07-30 13F Caliber Wealth Management, LLC / KS 30,325 -1.47 2,870 1.02
2025-08-07 13F Verus Capital Partners, Llc 14,276 -10.57 1,351 -8.35
2025-08-12 13F Weaver Consulting Group 2,595 0.00 246 2.51
2025-08-08 13F Beck Bode, LLC 9,625 -32.86 911 -31.22
2025-07-29 13F Woodard & Co Asset Management Group Inc /adv 2,814 0.50 266 3.10
2025-08-13 13F Cutler Capital Management, LLC 4,567 0.00 432 2.61
2025-08-11 13F Tidemark, LLC 0 -100.00 0
2025-08-01 13F PCA Investment Advisory Services Inc. 257,007 7.82 24,321 10.56
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 0 -100.00 0
2025-07-25 13F Verdence Capital Advisors LLC 7,546 0.32 714 2.88
2025-08-05 13F Tsfg, Llc 487 0.00 0
2025-08-11 13F Wealthspire Advisors, LLC 21,660 -2.03 2,050 0.44
2025-08-14 13F Two Sigma Securities, Llc 2,550 -73.63 241 -72.98
2025-07-17 13F KWB Wealth 2,178 -0.05 201 0.00
2025-08-12 13F J.w. Cole Advisors, Inc. 6,164 583
2025-04-03 13F First Hawaiian Bank 55,395 -15.87 5,112 -16.14
2025-08-11 13F Dorsey & Whitney Trust CO LLC 0 -100.00 0
2025-07-21 13F Capital Planning LLC 0 -100.00 0
2025-07-17 13F HB Wealth Management, LLC 3,132 -46.20 296 -44.88
2025-07-28 13F Allianz Asset Management GmbH 16,500 60.19 1,561 64.32
2025-07-31 13F WFA Asset Management Corp 32 -68.00 3 -77.78
2025-08-14 13F Sherman Asset Management, Inc. 240 0.00 23 0.00
2025-08-12 13F Watchman Group, Inc. 2,594 -12.81 245 -10.58
2025-08-11 13F Aptus Capital Advisors, LLC 1,745 -26.28 165 -24.31
2025-07-14 13F Golden State Equity Partners 15,440 23.51 1,461 26.71
2025-07-28 13F Harbour Investments, Inc. 1,274 -8.21 121 -6.25
2025-07-21 13F Ameriflex Group, Inc. 389 -24.32 37 -23.40
2025-08-07 13F Kestra Private Wealth Services, Llc 358,170 -0.98 33,894 1.53
2025-07-11 13F Farther Finance Advisors, LLC 19,794 -6.02 1,873 -3.50
2025-07-15 13F Colonial River Wealth Management, LLC 2,781 -6.46 268 -2.19
2025-08-13 13F M&t Bank Corp 44,585 3.15 4,219 5.77
2025-07-15 13F Legacy Solutions, Llc 73,408 1.98 6,947 4.56
2025-07-24 13F Live Oak Investment Partners 0 -100.00 0
2025-08-01 13F May Hill Capital, LLC 0 -100.00 0
2025-07-16 13F Perigon Wealth Management, LLC 50,607 2.63 4,789 5.23
2025-08-11 13F VSM Wealth Advisory, LLC 174 0.00 16 0.00
2025-07-25 13F Cwm, Llc 675,733 -1.62 64 0.00
2025-08-06 13F Able Wealth Management LLC 63,390 2.67 5,999 5.27
2025-07-14 13F GAMMA Investing LLC 212 0.00 20 5.26
2025-08-13 13F M Holdings Securities, Inc. 0 -100.00 0
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 0 -100.00 0
2025-08-07 13F Cascade Financial Partners, LLC 6,233 590
2025-07-10 13F Charter Oak Capital Management, LLC 88,656 4.99 8,390 7.65
2025-07-24 13F Coordinated Financial Services, Inc. 7,045 -1.66 667 0.45
2025-07-15 13F Verum Partners LLC 2,134 -9.19 202 -6.94
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 9,881 -2.02 935 0.54
2025-08-12 13F Pathstone Holdings, LLC 5,240 0.40 496 2.91
2025-07-29 13F Hoese & Co LLP 0 -100.00 0
2025-07-31 13F City State Bank 48 0.00 5 0.00
2025-08-07 13F New England Private Wealth Advisors LLC 2,164 208
2025-04-15 13F Collier Financial 1,052 22.33 97 22.78
2025-07-21 13F Ameritas Advisory Services, LLC 77,998 -43.28 7,381 -41.98
2025-08-18 13F/A Kestra Investment Management, LLC 3,036,844 9.73 287,377 12.51
2025-07-22 13F Global Assets Advisory, LLC 3,888 372
2025-07-15 13F Carr Financial Group Corp 12,466 0.47 1,180 2.97
2025-08-12 13F Bedel Financial Consulting, Inc. 3,976 0.00 376 6.52
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 34,739 -6.80 3,284 -3.61
2025-07-16 13F Diversified Enterprises, LLC 3,373 -5.17 319 -2.74
2025-05-14 13F Spears Abacus Advisors LLC 0 -100.00 0
2025-07-25 13F PrairieView Partners, LLC 68,988 9.01 7 20.00
2025-07-21 13F Keystone Financial Group, Inc. 1,727 0.47 165 8.55
2025-08-05 13F Magnolia Capital Advisors Llc 19,468 -1.28 1,842 1.21
2025-07-21 13F Zwj Investment Counsel Inc 25,242 1.30 2,389 3.87
2025-07-29 13F Salus Financial Advisors, LLC 197,166 7.62 18,658 10.35
2025-07-08 13F Corepath Wealth Partners Llc 89,373 -0.47 8,610 11.25
2025-05-12 13F Simplex Trading, Llc 0 -100.00 0
2025-07-24 13F Cyndeo Wealth Partners, LLC 5,196 0.13 492 2.72
2025-08-06 13F Atlantic Union Bankshares Corp 353,716 33,472
2025-08-18 13F N.E.W. Advisory Services LLC 108 -50.00 10 -47.37
2025-08-18 13F Pacific Center for Financial Services 709 0.00 67 3.08
2025-07-23 13F Litman Gregory Asset Management LLC 13,298 0.00 1,258 2.53
2025-08-06 13F Savant Capital, LLC 93,840 -11.82 8,880 -9.57
2025-08-13 13F Lido Advisors, LLC 10,372 1.17 982 3.70
2025-07-24 13F WMG Financial Advisors, LLC 9,865 -11.52 934 -9.24
2025-08-11 13F Synergy Investment Management, LLC 17,626 -68.45 1,668 -67.67
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 117,457 2.10 11,115 4.68
2025-07-22 13F Sutton Place Investors Llc 20,314 0.46 1,922 3.00
2025-07-28 13F Kiker Wealth Management, LLC 0 -100.00 0
2025-08-01 13F Belvedere Trading LLC Call 3,000 0.00 284 2.54
2025-08-07 13F Atala Financial Inc 2,894 0.00 274 2.25
2025-08-13 13F Truvestments Capital Llc 650 0.00 62 3.39
2025-07-25 13F Johnson Investment Counsel Inc 2,494 236
2025-07-29 13F Stratos Wealth Advisors, LLC 10,130 2.63 959 5.27
2025-07-15 13F RTD Financial Advisors, Inc. 0 -100.00 0
2025-07-16 13F Augustine Asset Management Inc 4,357 14.27 412 17.38
2025-05-05 13F Northeast Planning Associates, Inc. / Nh / 0 -100.00 0
2025-08-19 13F Cim, Llc 4,493 -0.27 425 2.41
2025-07-24 13F MFA Wealth Services 23,663 2.95 2,239 5.56
2025-08-08 13F Independence Financial Advisors, LLC 125,915 -66.37 11,915 -65.52
2025-08-13 13F Brown Advisory Inc 5,763 0.00 545 2.64
2025-05-01 13F Ballentine Partners, LLC 0 -100.00 0
2025-07-22 13F Valpey Financial Services, LLC 30,174 2,855
2025-07-17 13F XML Financial, LLC 5,720 3.16 541 5.87
2025-07-18 13F Centricity Wealth Management, LLC 25,892 1.95 2,450 4.57
2025-07-18 13F Parsons Capital Management Inc/ri 3,373 0.00 319 2.57
2025-08-11 13F United Advisor Group, LLC 3,798 0.61 359 3.16
2025-08-13 13F IAG Wealth Partners, LLC 1,173 -11.34 111 -9.02
2025-07-21 13F Crews Bank & Trust 180 0.00 17 6.25
2025-08-08 13F Tanglewood Legacy Advisors, LLC 625,593 2.70 59,200 5.30
2025-07-25 13F Hobbs Group Advisors, LLC 5,616 -4.51 531 -2.03
2025-08-13 13F Summit Wealth Group Llc / Co 2,493 236
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 3,627 -14.54 0
2025-08-08 13F Bailard, Inc. 37,857 4.46 3,582 7.12
2025-08-15 13F Kestra Advisory Services, LLC 116,496 4.05 11,024 6.70
2025-08-14 13F Headlands Technologies LLC 428 520.29 41 566.67
2025-07-29 13F Angeles Wealth Management, Llc 2,151 0.00 204 2.53
2025-05-09 13F Mitchell Capital Management Co 0 -100.00 0 -100.00
2025-07-28 13F WJ Wealth Management, LLC 35,080 -0.04 3,320 2.50
2025-08-18 13F Front Row Advisors LLC 3,560 0.00 337 2.44
2025-08-13 13F Renaissance Technologies Llc 31,000 2,934
2025-08-14 13F Qube Research & Technologies Ltd 1,687 -43.82 160 -42.60
2025-07-30 13F Townsend & Associates, Inc 443,565 -1.49 43,115 13.77
2025-08-05 13F Sigma Planning Corp 126,230 1.80 11,945 4.39
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 2,345 0.00 222 2.31
2025-08-06 13F SOUTH STATE Corp 965 0.00 91 2.25
2025-08-12 13F BlackRock, Inc. 863,674 -47.33 81,729 -45.99
2025-08-11 13F Teachers Insurance & Annuity Association Of America 1,705 0.00 161 2.55
2025-08-14 13F Jane Street Group, Llc 11,675 -79.89 1,105 -79.39
2025-08-01 13F Austin Private Wealth, LLC 3,292 0.00 312 2.64
2025-08-05 13F Mission Wealth Management, Lp 6,583 -2.42 623 0.00
2025-07-29 13F Wealthstream Advisors, Inc. 3,938 0.00 373 2.48
2025-08-12 13F Bank OZK 2,909 0.00 275 2.61
2025-07-11 13F Ullmann Financial Group, Inc. 2,216 0.27 210 2.96
2025-04-15 13F Curated Wealth Partners LLC 0 -100.00 0
2025-07-28 13F Rik Saylor Financial, Inc. 13,231 -0.63 1,252 1.95
2025-08-14 13F Glen Eagle Advisors, LLC 82 0.00 8 0.00
2025-07-07 13F Global Wealth Strategies & Associates 91 0.00 9 0.00
2025-08-12 13F Dean Investment Associates, Llc 14,756 0.00 1,396 2.57
2025-08-04 13F Roble, Belko & Company, Inc 5,915 0.46 1
2025-07-11 13F Kingstone Capital Partners Texas, LLC 16,464 2
2025-08-14 13F Glenmede Investment Management, LP 20,918 1,979
2025-07-25 13F Allspring Global Investments Holdings, LLC 545,632 5.77 51,633 8.46
2025-08-14 13F Aqr Capital Management Llc 17,302 72.21 1,637 76.59
2025-08-14 13F Oxford Financial Group Ltd 55 0.00 5 0.00
2025-07-28 13F Holistic Planning, LLC 17,450 0.00 1,651 2.55
2025-08-05 13F Verity Asset Management, Inc. 9,184 -48.66 869 -47.37
2025-08-13 13F McGowan Group Asset Management, Inc. 3,855 0.47 365 2.82
2025-08-14 13F GWM Advisors LLC 119,799 197.22 11,337 204.81
2025-08-15 13F Tower Research Capital LLC (TRC) 1,715 -91.49 162 -91.88
2025-07-30 13F D.a. Davidson & Co. 7,676 -1.63 726 0.83
2025-08-06 13F AE Wealth Management LLC 4,932 19.88 467 22.96
2025-08-11 13F NewEdge Wealth, LLC 16,008 350.55 1,529 367.28
2025-08-12 13F Argent Trust Co 10,922 -4.92 1,034 -2.55
2025-07-11 13F Seacrest Wealth Management, Llc 6,633 0.00 628 2.45
2025-08-08 13F Firestone Capital Management 6,942 0.00 657 2.50
2025-07-08 13F Parallel Advisors, LLC 4,640 -0.64 439 2.09
2025-07-15 13F Fifth Third Bancorp 1,603 49.95 152 54.08
2025-05-15 13F CAPROCK Group, Inc. 21,460 -3.69 1,981 -4.02
2025-07-22 13F Simplicity Wealth,LLC 4,926 466
2025-08-19 13F Newbridge Financial Services Group, Inc. 163 -28.19 15 -25.00
2025-08-06 13F Equity Investment Corp 36,332 20.93 3,438 24.03
2025-08-13 13F Wealthquest Corp 13,217 -0.59 1,251 1.87
2025-07-17 13F Alliance Wealth Advisors, LLC 3,465 0.12 328 2.51
2025-08-06 13F Stone House Investment Management, LLC 4,247 -38.02 402 -36.55
2025-08-12 13F Steward Partners Investment Advisory, Llc 24,081 0.23 2,279 2.75
2025-08-04 13F IFG Advisory, LLC 74,127 10.85 7,015 13.66
2025-07-31 13F Buckingham Strategic Partners 28,686 -2.67 2,715 -0.22
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 2,592 -7.46 245 -5.04
2025-07-31 13F Optimum Investment Advisors 2,600 0.00 246 2.93
2025-08-01 13F Heritage Wealth Management, Inc./Texas 3,226 305
2025-08-13 13F Northern Trust Corp 40,954 167.78 3,875 174.63
2025-08-06 13F Robinson Smith Wealth Advisors Llc 100,981 -0.21 9,556 2.32
2025-08-13 13F Continuum Advisory, LLC 0 -100.00 0
2025-08-06 13F Hoxton Planning & Management, LLC 15,448 0.54 1,462 3.03
2025-04-25 13F Smallwood Wealth Investment Management, LLC 442 41
2025-07-28 13F Patten & Patten Inc/tn 4,070 28.39 385 31.85
2025-07-08 13F Melone Private Wealth, LLC 4,367 -5.04 411 -3.07
2025-07-28 13F Private Wealth Asset Management, LLC 6 1
2025-08-01 13F Gwn Securities Inc. 4,882 -1.17 463 1.54
2025-08-14 13F Mml Investors Services, Llc 286,787 3.49 27 8.00
2025-07-29 13F Stratos Wealth Partners, LTD. 124,246 0.99 11,757 3.55
2025-07-30 13F Fingerlakes Wealth Management, Inc. 2,290 0.44 217 2.86
2025-07-31 13F Whipplewood Advisors, LLC 0 -100.00 0
2025-08-05 13F Elm Partners Management LLC 45,739 -10.34 4,328 -8.07
2025-05-15 13F Millennium Management Llc 0 -100.00 0 -100.00
2025-08-04 13F One Day In July LLC 10,406 11.95 985 14.82
2025-07-29 13F Harbor Asset Planning, Inc. 88 8
2025-08-07 13F Allworth Financial LP 652,652 -2.86 61,760 4.23
2025-08-06 13F Adviser Investments LLC 22,060 18.93 2,088 21.98
2025-08-12 13F Choate Investment Advisors 4,500 0.00 426 2.41
2025-07-31 13F Waldron Private Wealth LLC 263,908 24,974
2025-08-08 13F Francis Financial, Inc. 2,741 -14.93 259 -12.79
2025-07-11 13F Wealth Management Partners, LLC 40,038 0.56 3,826 4.14
2025-07-22 13F Innovative Wealth Building LLC 7,418 -46.37 702 -45.06
2025-08-13 13F EverSource Wealth Advisors, LLC 967 -15.69 92 -13.33
2025-08-12 13F Boreal Capital Management LLC 5,142 487
2025-07-25 13F Midwest Capital Advisors, LLC 4 0
2025-08-05 13F Crestwood Advisors Group LLC 22,811 4.40 2,159 7.04
2025-08-13 13F Transce3nd, LLC 2,157 0.00 204 2.51
2025-08-13 13F Flow Traders U.s. Llc 0 -100.00 0
2025-05-14 13F Clarity Asset Management, Inc. 0 -100.00 0
2025-07-11 13F SILVER OAK SECURITIES, Inc 36,973 2.73 3,499 6.32
2025-08-19 13F Advisory Services Network, LLC 14,912 -3.02 1,423 0.21
2025-07-09 13F Dynamic Advisor Solutions LLC 104,510 3.24 9,890 5.86
2025-07-16 13F Southern Capital Advisors, Llc 281,281 2.08 26,618 4.66
2025-08-14 13F EP Wealth Advisors, Inc. 75,182 100.97 7,114 106.08
2025-07-15 13F Financial Management Professionals, Inc. 54 0.00 5 25.00
2025-07-10 13F Mogy Joel R Investment Counsel Inc 375 0.00 35 2.94
2025-08-05 13F BEAM Asset Management, LLC 65,104 -19.47 6,161 -17.44
2025-08-14 13F Talisman Wealth Advisors LLC 8,923 0.70 844 3.30
2025-08-12 13F Proequities, Inc. 0 0
2025-05-16 13F Coordinated Financial Services, Inc./CO 7,358 0.30 679 5.11
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 505 0.00 48 2.17
2025-08-08 13F Kingsview Wealth Management, LLC 5,804 -1.21 549 1.29
2025-05-02 13F Easterly Investment Partners Llc 0 -100.00 0
2025-08-14 13F IHT Wealth Management, LLC 44,264 -10.61 4,189 -8.34
2025-07-23 13F Joel Isaacson & Co., LLC 3,554 0.00 336 2.75
2025-08-06 13F Wsfs Capital Management, Llc 3,962 -0.08 375 2.47
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,723 14.23 542 17.10
2025-08-08 13F Meridian Wealth Management, LLC 4,546 -23.31 430 -21.39
2025-08-12 13F Integrated Advisors Network LLC 195,674 863.10 18,517 887.52
2025-07-22 13F Merit Financial Group, LLC 2,288,487 -5.02 216,559 -2.61
2025-08-19 13F Asset Dedication, LLC 3,029 0.00 287 2.51
2025-07-29 13F Aspiriant, Llc 3,576,178 1.39 338,414 3.96
2025-07-14 13F Park Avenue Securities Llc 4,942 0
2025-08-11 13F HighTower Advisors, LLC 601,356 -10.17 56,906 -7.90
2025-07-03 13F Collective Family Office Llc 13,093 -1.76 1,239 0.65
2025-07-14 13F Toth Financial Advisory Corp 558 53
2025-07-22 13F Jamison Private Wealth Management, Inc. 5,943 562
2025-07-25 13F Atria Wealth Solutions, Inc. 185,593 54.62 17,867 61.29
2025-08-14 13F Disciplina Capital Management LLC 2 0.00 0
2025-08-14 13F Vista Private Wealth Partners. LLC 32,954 -1.39 3,118 1.10
2025-08-12 13F/A Cozad Asset Management Inc 3,555 0.00 336 2.44
2025-08-14 13F Bank of Marin 3,820 0.00 361 2.56
2025-08-07 13F Nwam Llc 8,579 5.57 825 10.01
2025-08-29 13F Centaurus Financial, Inc. 160,792 0.17 15 7.14
2025-07-24 13F Blair William & Co/il 1,049,440 -7.80 99,308 -5.46
2025-07-28 13F BRYN MAWR TRUST Co 2,145 0.00 203 2.54
2025-08-12 13F Laurel Wealth Advisors LLC 2,650 9,364.29 0 -100.00
2025-07-25 13F Concurrent Investment Advisors, LLC 127,763 2.78 12,090 5.39
2025-08-01 13F Boyd Watterson Asset Management Llc/oh 900 0.00 85 2.41
2025-08-05 13F Fourth Dimension Wealth, LLC 2,129 -28.89 201 -27.17
2025-08-14 13F Fmr Llc 477,610 0.48 45,196 3.03
2025-08-06 13F Wedbush Securities Inc 3,119 0.06 0
2025-08-13 13F MONECO Advisors, LLC 7,026 -0.68 665 1.84
2025-07-31 13F Brighton Jones Llc 3,507 18.20 332 21.25
2025-08-04 13F Hantz Financial Services, Inc. 342,956 -3.19 32 0.00
2025-08-08 13F Petix & Botte Co 189,108 -4.62 17,895 -2.20
2025-08-11 13F Regal Investment Advisors LLC 23,910 0.00 2,263 2.54
2025-05-15 13F/A Orion Portfolio Solutions, LLC 6,327 -32.53 584 -32.83
2025-07-24 13F Robertson Stephens Wealth Management, LLC 7,515 -87.51 695 -87.49
2025-04-29 13F Element Wealth, LLC 0 -100.00 0
2025-07-29 13F Koshinski Asset Management, Inc. 3,260 -9.32 308 -6.95
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 16,521 -2.23 1,588 9.90
2025-07-08 13F Arlington Trust Co LLC 1,000 -24.92 95 -22.95
2025-07-18 13F Trilogy Capital Inc. 2,732 0.15 259 2.79
2025-07-09 13F Christopher J. Hasenberg, Inc 179 219.64 17 220.00
2025-07-31 13F 180 Wealth Advisors, Llc 56,816 -1.09 5,377 1.41
2025-08-13 13F My Purposeful Wealth Corp. 52,473 -0.01 4,996 3.14
2025-08-12 13F Burk Holdings LLC 4,621 0.00 437 2.58
2025-08-14 13F Becker Capital Management Inc 5,260 -2.61 498 -0.20
2025-08-14 13F Ieq Capital, Llc 15,152 -36.14 1,434 -34.54
2025-08-12 13F Insigneo Advisory Services, Llc 5,036 57.92 477 61.90
2025-09-04 13F/A Advisor Group Holdings, Inc. 506,974 -9.34 47,987 -7.04
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100.00 0 -100.00
2025-08-08 13F Cetera Investment Advisers 478,921 2.59 45,320 5.19
2025-07-02 13F Helen Stephens Group, LLC 2,614 -2.50 247 0.00
2025-07-28 13F SFG Wealth Management, LLC. 4,318 -0.48 409 2.00
2025-08-08 13F Avantax Advisory Services, Inc. 317,175 1.92 30,014 4.51
2025-08-13 13F First Trust Advisors Lp 2,300 -26.07 218 -24.39
2025-08-12 13F Howe & Rusling Inc 310,093 15.78 29,344 18.72
2025-07-11 13F Annex Advisory Services, LLC 5,866 0.00 555 2.59
2025-08-12 13F Garrett Wealth Advisory Group, LLC 3,425 -19.15 324 -16.92
2025-08-13 13F Tobias Financial Advisors, Inc. 32,038 3,032
2025-08-04 13F Impact Partnership Wealth, LLC 5,247 -15.79 497 -13.74
2025-07-09 13F Heritage Family Offices, LLP 2,832 0.00 259 -1.15
2025-04-23 13F Financial Life Planners 0 -100.00 0
2025-07-23 13F Citizens National Bank Trust Department 0 -100.00 0
2025-08-20 13F Forefront Wealth Partners, LLC 50,069 1.39 4,636 1.71
2025-08-07 13F PFG Advisors 0 -100.00 0
2025-08-14 13F Susquehanna International Group, Llp 20,438 -56.36 1,934 -55.25
2025-08-06 13F Modera Wealth Management, LLC 1,261,168 24.46 119,344 27.61
2025-05-15 13F Tudor Investment Corp Et Al 0 -100.00 0
2025-07-23 13F Lansing Street Advisors 10,145 0.28 960 2.89
2025-07-15 13F Ridgecrest Wealth Partners, Llc 3,150 0.00 298 2.76
2025-08-04 13F Creative Financial Designs Inc /adv 251,187 17.43 23,770 20.40
2025-08-14 13F RMB Capital Management, LLC 87,889 152.21 8,317 158.58
2025-08-01 13F Bessemer Group Inc 3,505 -35.15 0
2025-08-25 13F/A Neuberger Berman Group LLC 3,124 0.00 296 2.43
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,260 0.15 308 3.70
2025-08-11 13F Alteri Wealth LLC 2,575 0.04 244 2.53
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 0 -100.00 0
2025-07-15 13F Mather Group, Llc. 0 -100.00 0
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-08-07 13F Americana Partners, LLC 4,568 -0.59 432 1.89
2025-08-13 13F Rsm Us Wealth Management Llc 14,724 -1.02 1,393 1.53
2025-07-22 13F Accel Wealth Management 2,253 0.00 213 2.90
2025-08-12 13F Financial Advocates Investment Management 148,062 3.43 14,011 6.06
2025-08-11 13F Private Advisor Group, LLC 349,653 2.48 33,088 5.07
2025-08-14 13F Bank Of America Corp /de/ 74,402,651 3.04 7,040,723 5.65
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 3,087 0.00 292 2.82
2025-08-12 13F Wealth Advisors of Iowa, LLC 25,592 0.05 2,422 2.58
2025-08-15 13F WFA of San Diego, LLC 0 -100.00 0
2025-07-18 13F Bartlett & Co. Wealth Management Llc 650 6.38 62 8.93
2025-07-31 13F Leavell Investment Management, Inc. 3,623 0.00 343 2.40
2025-07-31 13F Forte Asset Management Llc 5,288 0.00 500 2.46
2025-07-31 13F Sage Mountain Advisors LLC 635 -3.50 60 0.00
2025-07-18 13F Naples Global Advisors, Llc 3,231 0.00 306 2.35
2025-07-22 13F Valeo Financial Advisors, LLC 3,338 8.91 316 11.70
2025-07-09 13F Catalyst Private Wealth, Llc 30,878 46.55 2,922 50.26
2025-07-11 13F Caldwell Securities, Inc 284 0.00 27 0.00
2025-07-22 13F Wealthcare Advisory Partners LLC 3,014 5.09 285 7.95
2025-07-23 13F Drake & Associates, LLC 283,028 4.73 26,783 7.39
2025-08-15 13F Manhattan West Asset Management, LLC 2,417 -1.71 229 0.88
2025-07-09 13F Defined Wealth Management, Llc 58,194 -4.50 5,507 -2.08
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 613,488 3.26 58,054 5.88
2025-07-11 13F BTC Capital Management, Inc. 5,140 0.00 486 2.53
2025-08-14 13F Aprio Wealth Management, LLC 10,720 -17.07 1,014 -14.93
2025-07-30 13F Whittier Trust Co Of Nevada Inc 4,770 10.93 451 13.89
2025-08-14 13F UBS Group AG 1,606,861 -0.78 152,057 1.73
2025-07-15 13F MCF Advisors LLC 2,008 0.00 190 2.70
2025-08-11 13F Pineridge Advisors LLC 803 0.25 76 4.11
2025-08-11 13F Inspire Advisors, LLC 2,669 20.33 253 23.53
2025-08-15 13F Zuckerman Investment Group, LLC 75,825 22.64 7,175 25.77
2025-07-17 13F ERn Financial, LLC 7,828 0.01 741 2.49
2025-08-14 13F ICONIQ Capital, LLC 85,842 -2.05 8,123 0.43
2025-07-07 13F General Partner, Inc. 25,634 0.00 2,426 2.54
2025-08-07 13F Birchcreek Wealth Management, LLC 153,447 6.31 14,521 9.01
2025-08-08 13F TD Capital Management LLC 1,325 0.00 125 2.46
2025-08-08 13F POM Investment Strategies, LLC 17 0.00 2 0.00
2025-07-28 13F Mutual Advisors, LLC 56,477 5.00 5,490 15.78
2025-08-14 13F Wells Fargo & Company/mn 1,133,601 -14.02 107,273 -11.84
2025-08-12 13F White Pine Capital Llc 10,858 -2.95 1,027 -0.48
2025-07-15 13F Sheets Smith Wealth Management 3,474 0.17 329 2.50
2025-08-07 13F Resources Investment Advisors, LLC. 76,185 -4.56 7,209 -2.14
2025-08-14 13F Modern Wealth Management, LLC 117,290 17.89 11,099 20.88
2025-07-15 13F Financial Partners Group, Inc 160,169 5.64 15,157 8.31
2025-08-04 13F Assetmark, Inc 9,914 -16.91 938 -14.80
2025-08-14 13F Goldman Sachs Group Inc 566,693 0.44 53,626 2.99
2025-07-28 13F Rosenberg Matthew Hamilton 1,136 108
2025-08-05 13F Next Capital Management LLC 13,547 1.91 1,282 4.49
2025-08-18 13F Geneos Wealth Management Inc. 23,242 2.91 2,199 5.52
2025-08-19 13F National Asset Management, Inc. 6,194 -30.53 586 -28.97
2025-07-16 13F/A CX Institutional 3,380 2.95 0
2025-08-11 13F TRUE Private Wealth Advisors 4,366 -0.07 413 2.48
2025-07-17 13F Greenhouse Wealth Management, LLC 2,687 0.00 254 2.42
2025-07-29 13F Salomon & Ludwin, LLC 97 0.00 9 12.50
2025-07-22 13F Silver Lake Advisory, LLC 23,133 -1.62 2,189 0.88
2025-07-22 13F DAVENPORT & Co LLC 2,228 211
2025-07-14 13F Farmers & Merchants Investments Inc 62 0.00 6 0.00
2025-08-12 13F Eley Financial Management, Inc 50,220 0.09 4,752 2.77
2025-07-16 13F Essex Financial Services, Inc. 6,156 -2.81 583 -0.34
2025-08-04 13F Spire Wealth Management 53,657 -4.39 5,078 -1.97
2025-08-04 13F Beirne Wealth Consulting Services, LLC 8,552 -8.81 809 -6.47
2025-08-05 13F Tiaa Trust, National Association 7,213 2.20 683 4.76
2025-08-08 13F Sittner & Nelson, Llc 158 0.00 15 0.00
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100.00 0
2025-07-15 13F North Star Investment Management Corp. 2,485 249.51 235 261.54
2025-07-22 13F Olistico Wealth, LLC 72 -50.68 7 -53.85
2025-07-21 13F New Century Financial Group, LLC 3,037 16.40 287 19.58
2025-08-06 13F Vantage Financial Partners, LLC 23,931 -41.36 2,265 -39.88
2025-07-30 13F Evermay Wealth Management Llc 11,691 -8.85 1,106 -6.51
2025-07-15 13F Td Private Client Wealth Llc 159,729 -7.92 15,115 -5.58
2025-08-14 13F Financial Engines Advisors L.L.C. 206,385 39.10 19,530 42.63
2025-08-04 13F Atria Investments Llc 177,943 -3.39 16,839 -0.94
2025-08-11 13F United Capital Financial Advisers, Llc 113,848 -1.39 10,773 1.12
2025-07-07 13F Kings Path Partners LLC 675 0.00 64 1.61
2025-08-07 13F Commerce Bank 9,461 -4.93 895 -2.51
2025-04-11 13F Safeguard Financial, LLC 4,597 0.00 424 -0.24
2025-07-23 13F Elevate Wealth Advisory, Inc 11,006 -3.84 1,042 -1.42
2025-08-05 13F Mason Investment Advisory Services, Inc. 2,618 -3.64 248 -1.20
2025-08-08 13F Brickley Wealth Management 11,806 0.00 1,117 2.57
2025-07-23 13F Sachetta, LLC 10,653 -1.10 1,008 1.41
2025-07-24 13F Morton Brown Family Wealth, LLC 578 0.00 55 1.89
2025-08-14 13F Mariner, LLC 97,942 8.00 9,268 10.74
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 3,382 -78.83 320 -78.29
2025-08-13 13F Congress Wealth Management LLC / DE / 8,532 96.23 808 101.25
2025-08-14 13F Main Street Financial Solutions, LLC 111,497 17.71 10,551 20.70
2025-04-21 13F CWA Asset Management Group, LLC 0 -100.00 0
2025-07-22 13F Dougherty Wealth Advisers LLC 338 0.00 32 0.00
2025-08-14 13F Operose Advisors LLC 2,292 0.00 217 2.37
2025-08-12 13F Archer Investment Corp 186 -17.33 18 -15.00
2025-08-14 13F TT Capital Management LLC 3,968 359
2025-07-31 13F CNB Bank 250 0.00 24 0.00
2025-07-09 13F Sapient Capital Llc 95,643 0.19 9,051 2.72
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 292,029 3.16 28 3.85
2025-08-04 13F Pinnacle Associates Ltd 2,801 5.50 265 8.16
2025-08-11 13F HHM Wealth Advisors, LLC 846 -20.49 80 -18.37
2025-05-13 13F Freestone Capital Holdings, LLC 0 -100.00 0
2025-08-13 13F Cerity Partners LLC 26,317 -12.57 2,490 -10.37
2025-08-14 13F/A Bank Julius Baer & Co. Ltd, Zurich 1,226 13.00 116 2.65
2025-07-10 13F Exchange Traded Concepts, Llc 378 36
2025-07-14 13F McMahon Financial Advisors, LLC 138,340 -3.02 13,091 -0.56
2025-07-22 13F Valley National Advisers Inc 37 0.00 0
2025-08-12 13F Peachtree Investment Partners, LLC 0 -100.00 0
2025-07-24 13F Ronald Blue Trust, Inc. 4,856,346 1.57 459,556 4.15
2025-07-25 13F LRI Investments, LLC 3,703 0.00 350 2.64
2025-08-14 13F Tennessee Valley Asset Management Partners 0 -100.00 0
2025-07-22 13F Mascoma Wealth Management LLC 5,042 -13.71 477 -11.50
2025-08-08 13F Empower Advisory Group, LLC 0 -100.00 0
2025-05-07 13F Spectrum Wealth Counsel, LLC 33,486 63.70 3,090 63.15
2025-08-08 13F ERTS Wealth Advisors, LLC 114,413 -4.67 10,827 -2.26
2025-07-30 13F Paul Damon & Associates, Inc. 42,864 15.86 4,056 18.80
2025-08-19 13F Anchor Investment Management, LLC 1,189 0.00 113 2.75
2025-07-29 13F Empirical Asset Management, LLC 8,315 0.00 787 2.48
2025-08-12 13F Eldridge Investment Advisors, Inc. 90,976 -0.13 8,609 2.41
2025-07-23 13F 1 North Wealth Services Llc 900 0.00 85 2.41
2025-07-25 13F R. W. Roge & Company, Inc. 9,748 6.05 1
2025-08-14 13F Pinnacle Family Advisors, LLC 2,682 19.20 253 21.74
2025-08-14 13F Hrt Financial Lp 14,174 46.21 1
2025-07-22 13F Windward Private Wealth Management Inc. 39,678 18.60 3,755 21.61
2025-08-12 13F SRS Capital Advisors, Inc. 5,561 -13.45 562 -5.07
2025-08-12 13F Atlas Capital Advisors Llc 30,176 -18.37 2,856 -16.30
2025-08-12 13F O'shaughnessy Asset Management, Llc 19,832 153.96 1,877 160.56
2025-07-11 13F William Howard & Co Financial Advisors Inc 8,056 -5.45 762 -3.05
2025-07-24 13F Us Bancorp \de\ 47,943 -1.22 4,537 1.27
2025-08-07 13F Weil Company, Inc. 51,355 -83.23 4,860 -82.81
2025-08-12 13F Waterloo Capital, L.P. 6,625 -5.13 627 -2.80
2025-08-12 13F Founders Financial Alliance, LLC 110 -85.82 10 -85.92
2025-08-15 13F Chapman Financial Group, Llc 130 0.00 12 0.00
2025-07-23 13F Prime Capital Investment Advisors, LLC 5,059 -22.26 479 -20.33
2025-08-12 13F Franklin Resources Inc 523 26.02 49 28.95
2025-07-25 13F NorthRock Partners, LLC 1,756 0.00 166 2.47
2025-07-23 13F Fortis Advisors, LLC 5,000 -49.70 473 -48.42
2025-07-17 13F XY Planning Network, Inc. 22,509 -1.12 2,130 1.43
2025-08-01 13F Envestnet Asset Management Inc 5,252,441 14.20 497,039 17.09
2025-08-14 13F Cubist Systematic Strategies, LLC 23,745 2,247
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 199 34.46 19 38.46
2025-07-17 13F Northwest Wealth Management, Llc 9,654 -6.48 914 -4.10
2025-08-06 13F Round Rock Advisors, LLC 0 -100.00 0
2025-08-18 13F/A National Bank Of Canada /fi/ 4,008 5.53 379 8.29
2025-08-14 13F Quartz Partners, LLC 0 -100.00 0
2025-08-05 13F Huntington National Bank 1,317 -51.02
2025-08-14 13F Sunbelt Securities, Inc. 52,703 -4.66 4,880 -4.35
2025-08-07 13F Zions Bancorporation, National Association /ut/ 3,727 0.00 353 2.62
2025-07-28 13F Nadler Financial Group, Inc. 410,332 0.64 38,830 3.19
2025-08-12 13F NFP Retirement, Inc. 6,021 -3.51 570 -1.04
2025-08-13 13F Kilter Group LLC 3 0
2025-08-04 13F Daymark Wealth Partners, Llc 2,759 -23.57 261 -21.62
2025-07-28 13F Variant Private Wealth, LLC 57,866 0.99 5,476 3.54
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 19,301 4.74 1,826 7.41
2025-08-27 13F/A Brinker Capital Investments, LLC 7,670 21.23 726 24.36
2025-07-03 13F Garde Capital, Inc. 244,102 3.63 23,099 6.26
2025-07-22 13F Global Strategic Investment Solutions, LLC 144,275 -2.31 13,653 0.16
2025-07-23 13F Kingswood Wealth Advisors, Llc 7,082 39.35 670 43.16
2025-07-25 13F Northwest Capital Management Inc 443 0.00 42 2.50
2025-08-12 13F GDS Wealth Management 314,844 -15.14 29,794 -12.99
2025-08-14 13F Potentia Wealth 12,173 0.00 1,152 2.49
2025-08-06 13F Csenge Advisory Group 4,176 -5.46 383 1.06
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 4,594 -8.19 435 -5.86
2025-08-11 13F Traub Capital Management LLC 17,916 1,695
2025-08-12 13F FourThought Financial Partners, LLC 4,885 -1.93 462 0.65
2025-05-01 13F Bleakley Financial Group, LLC 0 -100.00 0 -100.00
2025-05-07 13F Benedict Financial Advisors Inc 0 -100.00 0 -100.00
2025-07-10 13F Legacy Financial Strategies, LLC 20,745 0.00 1,963 2.56
2025-07-21 13F Matauro, Llc 23,504 -5.07 2,224 -2.67
2025-08-11 13F Bell Investment Advisors, Inc 258 24
2025-08-04 13F Kovack Advisors, Inc. 0 -100.00 0
2025-08-14 13F Prudent Investors Network 5,577 0.00 528 2.53
2025-08-13 13F Victory Financial Group, Llc 6,269 -9.66 593 -5.87
2025-08-12 13F NWF Advisory Services Inc. 22,340 -3.96 2,062 -4.27
2025-07-24 13F IFP Advisors, Inc 2,626 -21.05 249 -18.95
2025-08-07 13F Cahill Financial Advisors Inc 21,921 0.41 2,074 2.98
2025-07-14 13F Signature Securities Group Corporation 5,122 -9.31 485 -7.10
2025-07-01 13F Harbor Investment Advisory, Llc 280 0.00 26 4.00
2025-07-28 13F RFG Advisory, LLC 3,651 8.69 346 11.65
2025-08-15 13F/A Symphony Financial, Ltd. Co. 100,276 5.07 11,051 31.70
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 34,094 -3.07 3,226 5.08
2025-07-16 13F Brown, Lisle/cummings, Inc. 120 33.33 11 37.50
2025-08-14 13F Federation des caisses Desjardins du Quebec 773 0.00 73 2.82
2025-07-17 13F Lauterbach Financial Advisors, LLC 3,729 42.38 353 46.06
2025-08-08 13F Larson Financial Group LLC 1,467 -1.81 139 0.73
2025-09-03 13F American Trust 3,598 341
2025-08-08 13F Tortoise Investment Management, LLC 114,365 -5.03 10,822 -2.62
2025-05-19 13F Heck Capital Advisors, LLC 0 0
2025-07-02 13F Central Pacific Bank - Trust Division 31 0.00 3 0.00
2025-05-05 13F Lindbrook Capital, Llc 236 0.00 22 0.00
2025-07-29 13F Stephens Inc /ar/ 4,065 0.00 385 2.40
2025-08-13 13F BCJ Capital Management, LLC 75,632 -70.48 7,157 -69.73
2025-07-25 13F JustInvest LLC 2,886 -38.00 273 -36.36
2025-07-16 13F Signature Resources Capital Management, LLC 2,273 -19.99 215 -17.94
2025-08-05 13F Plante Moran Financial Advisors, LLC 250 0.00 24 0.00
2025-08-11 13F Rothschild Investment Llc 150 0.00 14 7.69
2025-08-13 13F Crescent Grove Advisors, LLC 160,119 0.21 15,152 2.75
2025-08-12 13F Jpmorgan Chase & Co 2,072,304 2.09 196,102 4.68
2025-08-13 13F StoneX Group Inc. 3,797 0.74 359 3.46
2025-07-14 13F Narus Financial Partners, LLC 12,215 0.11 1,156 2.58
2025-08-01 13F Logan Capital Management Inc 13 0.00 1 0.00
2025-08-07 13F CENTRAL TRUST Co 11 0.00 1 0.00
2025-07-25 13F Apollon Financial, LLC 10,866 53.17 1,028 57.19
2025-08-13 13F Mount Yale Investment Advisors, LLC 275 26
2025-07-23 13F Columbus Macro, LLC 76,692 -7.39 7,257 -5.05
2025-08-07 13F Prudent Man Investment Management, Inc. 31 0.00 3 0.00
2025-07-28 13F Sagespring Wealth Partners, Llc 3,523 0.00 333 2.46
2025-07-31 13F/A Avion Wealth 1,499 0.00 0
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 160,136 -0.35 15,154 2.18
2025-08-12 13F CIBC Private Wealth Group, LLC 4,330 -3.58 410 12.05
2025-07-31 13F Carnegie Capital Asset Management, LLC 3,368 -9.24 319 3.58
2025-08-11 13F Principal Securities, Inc. 733,140 117.52 69,377 122.31
2025-07-17 13F Tritonpoint Wealth, Llc 3,887 0.00 368 2.51
2025-08-01 13F Transcend Wealth Collective, Llc 7,099 -13.46 672 -11.36
2025-08-06 13F First Horizon Advisors, Inc. 754 0.00 71 2.90
2025-08-07 13F Winthrop Capital Management, LLC 488 0.00 0
2025-08-14 13F Headinvest, Llc 2,673 0.00 253 2.44
2025-07-17 13F SC&H Financial Advisors, Inc. 3,073 -1.22 291 1.05
2025-08-14 13F Mercer Global Advisors Inc /adv 91,744 -73.66 8,682 -72.99
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