2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
387 |
7,640.00 |
6 |
|
|
2025-06-26 |
NP |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
3,622 |
15.46 |
62 |
-1.61 |
|
2025-05-15 |
13F/A |
Orion Portfolio Solutions, LLC
|
|
|
|
36,721 |
57.60 |
667 |
48.99 |
|
2025-08-27 |
NP |
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
14,747 |
25.50 |
245 |
15.02 |
|
2025-06-30 |
NP |
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF
|
|
|
|
36,140 |
1.32 |
617 |
-12.73 |
|
2025-08-13 |
13F |
ExodusPoint Capital Management, LP
|
|
|
|
56,877 |
9.18 |
1 |
|
|
2025-07-24 |
13F |
CWM Advisors, LLC
|
|
|
|
23,561 |
25.34 |
392 |
14.66 |
|
2025-08-14 |
13F |
Algert Global Llc
|
|
|
|
190,359 |
7.81 |
3 |
0.00 |
|
2025-08-14 |
13F |
Ameriprise Financial Inc
|
|
|
|
49,462 |
|
823 |
|
|
2025-08-08 |
13F |
Davis Selected Advisers
|
|
|
|
332,280 |
10.12 |
5,526 |
0.84 |
|
2025-07-30 |
NP |
RIET - Hoya Capital High Dividend Yield ETF
|
|
|
|
64,043 |
29.10 |
1,046 |
12.59 |
|
2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
285,143 |
12.93 |
4,742 |
3.40 |
|
2025-08-14 |
13F |
Ancora Advisors, LLC
|
|
|
|
625 |
|
10 |
|
|
2025-08-28 |
NP |
New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class
|
|
Short
|
|
-32,562 |
-32.16 |
-542 |
-37.89 |
|
2025-08-14 |
13F |
Verition Fund Management LLC
|
|
|
|
17,073 |
|
284 |
|
|
2025-06-23 |
NP |
PJARX - SmallCap Value Fund II R-3
|
|
|
|
1,949 |
12.08 |
33 |
-2.94 |
|
2025-06-27 |
NP |
DIV - Global X SuperDividend U.S. ETF
|
|
|
|
679,008 |
47.96 |
11,597 |
27.44 |
|
2025-07-16 |
13F |
State of Alaska, Department of Revenue
|
|
|
|
13,267 |
1.76 |
0 |
|
|
2025-08-14 |
13F/A |
Skopos Labs, Inc.
|
|
|
|
59 |
|
1 |
|
|
2025-08-14 |
13F |
Quantinno Capital Management LP
|
|
|
|
21,192 |
48.34 |
352 |
35.91 |
|
2025-08-14 |
13F |
Alliancebernstein L.p.
|
|
|
|
25,873 |
0.01 |
430 |
-8.32 |
|
2025-07-11 |
13F |
Arrow Investment Advisors, LLC
|
|
|
|
10,123 |
|
168 |
|
|
2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
51,457 |
54.48 |
1 |
|
|
2025-08-22 |
NP |
KVALX - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares
|
|
|
|
11,217 |
32.18 |
187 |
20.78 |
|
2025-07-28 |
NP |
KBWY - Invesco KBW Premium Yield Equity REIT ETF
|
|
|
|
575,921 |
3.77 |
9,411 |
-9.52 |
|
2025-08-07 |
13F |
Samalin Investment Counsel, LLC
|
|
|
|
35,384 |
20.87 |
588 |
10.73 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB
|
|
|
|
4,363 |
9.18 |
73 |
0.00 |
|
2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
420 |
|
7 |
|
|
2025-08-27 |
NP |
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
|
|
|
54,100 |
1.69 |
900 |
-6.94 |
|
2025-08-27 |
NP |
BBVSX - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
13,068 |
8.64 |
217 |
-0.46 |
|
2025-08-12 |
13F |
SRS Capital Advisors, Inc.
|
|
|
|
114 |
|
2 |
|
|
2025-05-27 |
NP |
FECGX - Fidelity Small Cap Growth Index Fund
|
|
|
|
1,331 |
1.84 |
24 |
-4.00 |
|
2025-08-12 |
13F |
Deutsche Bank Ag\
|
|
|
|
209,595 |
686.95 |
3,486 |
621.53 |
|
2025-08-27 |
13F/A |
Squarepoint Ops LLC
|
|
|
|
24,744 |
|
411 |
|
|
2025-08-27 |
13F/A |
Brinker Capital Investments, LLC
|
|
|
|
38,361 |
4.47 |
638 |
-4.35 |
|
2025-08-28 |
NP |
RWR - SPDR(R) Dow Jones REIT ETF
|
|
|
|
53,331 |
10.48 |
887 |
1.14 |
|
2025-08-08 |
13F |
Hartland & Co., LLC
|
|
|
|
3 |
|
0 |
|
|
2025-08-28 |
NP |
ITOT - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
45,794 |
2.29 |
762 |
-6.40 |
|
2025-07-25 |
NP |
SCHH - Schwab U.S. REIT ETF
|
|
|
|
153,180 |
6.70 |
2,503 |
-6.99 |
|
2025-07-28 |
NP |
SCAP - InfraCap Small Cap Income ETF
|
|
|
|
9,450 |
2.44 |
154 |
-10.47 |
|
2025-07-30 |
13F |
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
30 |
|
0 |
|
|
2025-08-06 |
13F |
True Wealth Design, LLC
|
|
|
|
167 |
391.18 |
3 |
|
|
2025-08-26 |
NP |
GSCYX - SMALL CAP EQUITY FUND Institutional
|
|
|
|
16,350 |
|
272 |
|
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-08-14 |
13F |
UBS Group AG
|
|
|
|
118,992 |
371.14 |
1,979 |
331.88 |
|
2025-05-28 |
NP |
BBGSX - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
530 |
1.34 |
10 |
-10.00 |
|
2025-06-26 |
NP |
FESIX - Fidelity SAI Real Estate Index Fund
|
|
|
|
3,623 |
62.83 |
62 |
38.64 |
|
2025-07-28 |
NP |
HDG - ProShares Hedge Replication ETF
|
|
|
|
36 |
12.50 |
1 |
|
|
2025-08-07 |
13F |
Acadian Asset Management Llc
|
|
|
|
308,225 |
6.42 |
5 |
0.00 |
|
2025-08-20 |
NP |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y
|
|
|
|
16,540 |
92.08 |
275 |
-3.17 |
|
2025-08-14 |
13F |
Point72 (DIFC) Ltd
|
|
|
|
828 |
|
14 |
|
|
2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
Call
|
|
29,300 |
150.43 |
487 |
129.72 |
|
2025-08-18 |
NP |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I
|
|
|
|
7,741 |
16.81 |
129 |
6.67 |
|
2025-06-24 |
NP |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
|
|
|
|
449 |
59.79 |
8 |
40.00 |
|
2025-08-14 |
13F |
Jacobs Levy Equity Management, Inc
|
|
|
|
164,179 |
|
2,730 |
|
|
2025-08-28 |
NP |
SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
320 |
2.89 |
5 |
0.00 |
|
2025-08-14 |
13F |
Tudor Investment Corp Et Al
|
|
|
|
151,817 |
26.88 |
2,525 |
16.21 |
|
2025-08-26 |
NP |
Profunds - Profund Vp Small-cap
|
|
|
|
63 |
3.28 |
1 |
0.00 |
|
2025-08-26 |
NP |
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional
|
|
|
|
7,578 |
136.74 |
126 |
20.00 |
|
2025-08-13 |
13F |
Systematic Financial Management Lp
|
|
|
|
1,054,932 |
1.31 |
17,544 |
-7.23 |
|
2025-08-13 |
13F |
Baird Financial Group, Inc.
|
|
|
|
24,284 |
1.46 |
404 |
-7.14 |
|
2025-08-20 |
NP |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I
|
|
|
|
10,300 |
|
171 |
|
|
2025-08-13 |
13F |
Marshall Wace, Llp
|
|
|
|
21,325 |
|
355 |
|
|
2025-07-22 |
13F |
Woodmont Investment Counsel Llc
|
|
|
|
20,100 |
99.01 |
334 |
82.51 |
|
2025-06-18 |
NP |
REBYX - U.S. Small Cap Equity Fund Class Y
|
|
|
|
114,190 |
17.21 |
1,950 |
0.98 |
|
2025-08-14 |
13F |
Manufacturers Life Insurance Company, The
|
|
|
|
23,324 |
7.92 |
388 |
-1.28 |
|
2025-07-24 |
13F |
Capital Advisors, Ltd. LLC
|
|
|
|
60 |
|
0 |
|
|
2025-08-21 |
NP |
MXREX - Great-West Real Estate Index Fund Investor Class
|
|
|
|
23,654 |
13.90 |
393 |
4.24 |
|
2025-08-13 |
13F |
Invesco Ltd.
|
|
|
|
763,034 |
12.64 |
12,689 |
3.15 |
|
2025-08-22 |
NP |
FESM - Fidelity Enhanced Small Cap ETF
|
|
|
|
70,762 |
4.94 |
1,177 |
-3.92 |
|
2025-08-14 |
13F |
Citadel Advisors Llc
|
|
Call
|
|
24,300 |
9.95 |
404 |
0.75 |
|
2025-08-14 |
13F |
Citadel Advisors Llc
|
|
Put
|
|
12,000 |
11.11 |
200 |
1.53 |
|
2025-08-05 |
13F |
Bank of New York Mellon Corp
|
|
|
|
336,216 |
0.83 |
5,591 |
-7.66 |
|
2025-07-28 |
NP |
BBRE - JPMorgan BetaBuilders MSCI U.S. REIT ETF
|
|
|
|
33,132 |
3.05 |
541 |
-10.13 |
|
2025-08-14 |
13F |
Graham Capital Management, L.P.
|
|
|
|
15,439 |
|
257 |
|
|
2025-08-19 |
NP |
RIFBX - U.S. Small Cap Equity Fund
|
|
|
|
34,634 |
11.02 |
576 |
1.59 |
|
2025-08-15 |
NP |
PSC - Principal U.S. Small-Cap Multi-Factor Index ETF
|
|
|
|
24,495 |
143.44 |
407 |
51.87 |
|
2025-08-12 |
13F |
Franklin Resources Inc
|
|
|
|
18,633 |
0.07 |
310 |
-8.58 |
|
2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
710,586 |
1.47 |
11,819 |
-7.09 |
|
2025-08-15 |
13F |
Great West Life Assurance Co /can/
|
|
|
|
38,122 |
8.19 |
1 |
|
|
2025-06-25 |
NP |
FREL - Fidelity MSCI Real Estate Index ETF
|
|
|
|
25,967 |
22.91 |
444 |
5.98 |
|
2025-08-22 |
NP |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
1,443 |
14.43 |
24 |
4.55 |
|
2025-08-28 |
NP |
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
764 |
53.41 |
13 |
33.33 |
|
2025-08-29 |
NP |
JAFEX - Total Stock Market Index Trust NAV
|
|
|
|
616 |
30.51 |
10 |
25.00 |
|
2025-08-13 |
13F |
Quantbot Technologies LP
|
|
|
|
6,827 |
|
114 |
|
|
2025-07-28 |
NP |
AVRE - Avantis Real Estate ETF
|
|
|
|
7,683 |
3.09 |
126 |
-10.07 |
|
2025-08-14 |
13F |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
716,415 |
5.15 |
11,914 |
-3.72 |
|
2025-08-13 |
13F |
Arrowstreet Capital, Limited Partnership
|
|
|
|
109,352 |
|
1,819 |
|
|
2025-08-14 |
13F |
Ieq Capital, Llc
|
|
|
|
28,337 |
|
471 |
|
|
2025-08-06 |
13F |
BNP Paribas Asset Management Holding S.A.
|
|
|
|
539 |
|
0 |
|
|
2025-08-06 |
13F |
Penserra Capital Management LLC
|
|
|
|
64,713 |
7.22 |
1 |
0.00 |
|
2025-05-29 |
NP |
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1
|
|
|
|
174 |
2.96 |
3 |
0.00 |
|
2025-08-13 |
13F |
Renaissance Technologies Llc
|
|
|
|
188,300 |
50.16 |
3,131 |
37.51 |
|
2025-08-14 |
13F |
Deprince Race & Zollo Inc
|
|
|
|
432,350 |
8.07 |
7,190 |
-1.05 |
|
2025-08-22 |
NP |
FISVX - Fidelity Small Cap Value Index Fund
|
|
|
|
31,223 |
10.76 |
519 |
1.57 |
|
2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
16,076 |
3.77 |
267 |
-4.98 |
|
2025-08-14 |
13F |
Aqr Capital Management Llc
|
|
|
|
218,822 |
400.86 |
3,639 |
358.89 |
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
528 |
|
9 |
|
|
2025-07-29 |
NP |
RBB FUND, INC. - Adara Smaller Companies Fund
|
|
|
|
9,558 |
507.63 |
156 |
271.43 |
|
2025-08-08 |
13F |
Principal Financial Group Inc
|
|
|
|
26,369 |
|
439 |
|
|
2025-08-07 |
13F |
Los Angeles Capital Management Llc
|
|
|
|
35,959 |
|
598 |
|
|
2025-08-14 |
13F |
Millennium Management Llc
|
|
|
|
462,511 |
102.80 |
7,692 |
85.73 |
|
2025-06-27 |
NP |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
3,090 |
2.59 |
53 |
-11.86 |
|
2025-08-12 |
13F |
XTX Topco Ltd
|
|
|
|
14,470 |
|
241 |
|
|
2025-08-14 |
13F |
Cubist Systematic Strategies, LLC
|
|
|
|
25,374 |
14.43 |
422 |
4.73 |
|
2025-08-28 |
NP |
SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF
|
|
|
|
43,936 |
233.18 |
731 |
205.44 |
|
2025-08-12 |
13F |
Dimensional Fund Advisors Lp
|
|
|
|
355,659 |
5.08 |
5,915 |
-3.77 |
|
2025-07-28 |
NP |
VCSLX - Small Cap Index Fund
|
|
|
|
14,284 |
37.57 |
233 |
20.10 |
|
2025-08-26 |
NP |
VVICX - Voya VACS Index Series SC Portfolio
|
|
|
|
2,078 |
7.17 |
35 |
-2.86 |
|
2025-06-26 |
NP |
GYLD - Arrow Dow Jones Global Yield ETF
|
|
|
|
8,062 |
|
138 |
|
|
2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
141,592 |
1.06 |
2,314 |
-11.89 |
|
2025-08-27 |
NP |
VEXMX - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
395,185 |
1.47 |
6,572 |
-7.08 |
|
2025-08-05 |
13F |
Simplex Trading, Llc
|
|
|
|
594 |
|
0 |
|
|
2025-07-15 |
13F |
Public Employees Retirement System Of Ohio
|
|
|
|
53,962 |
53.08 |
897 |
40.16 |
|
2025-06-26 |
NP |
FLXSX - Fidelity Flex Small Cap Index Fund
|
|
|
|
5,695 |
23.32 |
97 |
6.59 |
|
2025-08-08 |
13F/A |
Sterling Capital Management LLC
|
|
|
|
739 |
70.28 |
12 |
71.43 |
|
2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
12,301 |
2,009.95 |
205 |
1,940.00 |
|
2025-08-27 |
NP |
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A
|
|
|
|
7,805 |
0.74 |
130 |
-7.86 |
|
2025-08-27 |
NP |
RYMKX - Russell 2000 1.5x Strategy Fund Class H
|
|
|
|
38 |
2.70 |
1 |
|
|
2025-08-13 |
13F |
Russell Investments Group, Ltd.
|
|
|
|
306,793 |
14.73 |
5,102 |
5.05 |
|
2025-07-25 |
NP |
CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class
|
|
|
|
1,157 |
|
19 |
|
|
2025-06-24 |
NP |
SWSSX - Schwab Small-Cap Index Fund
|
|
|
|
67,867 |
2.57 |
1,159 |
-11.66 |
|
2025-08-12 |
13F |
Inceptionr Llc
|
|
|
|
11,509 |
|
191 |
|
|
2025-08-14 |
13F |
Colony Group, LLC
|
|
|
|
738,324 |
0.81 |
12,278 |
-7.68 |
|
2025-08-12 |
13F |
Rhumbline Advisers
|
|
|
|
84,794 |
83.90 |
1,410 |
68.46 |
|
2025-08-11 |
13F |
Capital Square, LLC
|
|
|
|
25,377 |
2.87 |
433 |
-3.36 |
|
2025-08-11 |
13F |
Alps Advisors Inc
|
|
|
|
15,295 |
4.22 |
254 |
-4.51 |
|
2025-07-24 |
13F |
Us Bancorp \de\
|
|
|
|
1,317 |
119.50 |
22 |
110.00 |
|
2025-08-20 |
NP |
RUSC - U.S. Small Cap Equity Active ETF
|
|
|
|
4,262 |
|
71 |
|
|
2025-08-07 |
13F |
ProShare Advisors LLC
|
|
|
|
366,437 |
|
6,094 |
|
|
2025-07-15 |
13F |
Ballentine Partners, LLC
|
|
|
|
11,006 |
|
183 |
|
|
2025-08-26 |
NP |
IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV
|
|
|
|
5,861 |
2.47 |
97 |
-5.83 |
|
2025-08-27 |
NP |
RYRUX - Russell 2000 2x Strategy Fund A-Class Shares
|
|
|
|
140 |
1.45 |
2 |
0.00 |
|
2025-06-26 |
NP |
DFREX - Dfa Real Estate Securities Portfolio - Institutional Class
|
|
|
|
144,411 |
11.13 |
2,467 |
-4.27 |
|
2025-08-14 |
13F |
Ubs Asset Management Americas Inc
|
|
|
|
114,266 |
70.21 |
1,900 |
55.87 |
|
2025-08-12 |
13F |
Charles Schwab Investment Management Inc
|
|
|
|
376,491 |
5.52 |
6,261 |
-3.36 |
|
2025-08-08 |
13F |
Creative Planning
|
|
|
|
11,756 |
|
196 |
|
|
2025-08-01 |
13F |
Y-Intercept (Hong Kong) Ltd
|
|
|
|
58,024 |
89.45 |
965 |
73.38 |
|
2025-06-25 |
NP |
USRT - iShares Core U.S. REIT ETF
|
|
|
|
69,317 |
7.11 |
1,184 |
-7.79 |
|
2025-07-22 |
13F |
LDR Capital Management LLC
|
|
|
|
144,129 |
1.48 |
2,397 |
-7.10 |
|
2025-06-26 |
NP |
DFGR - Dimensional Global Real Estate ETF
|
|
|
|
20,539 |
124.20 |
351 |
93.37 |
|
2025-07-29 |
NP |
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
136,440 |
9.03 |
2,229 |
-4.95 |
|
2025-06-24 |
NP |
SWTSX - Schwab Total Stock Market Index Fund
|
|
|
|
16,827 |
67.68 |
287 |
44.95 |
|
2025-05-28 |
NP |
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
6,209 |
|
113 |
|
|
2025-06-25 |
NP |
GSATX - Goldman Sachs Small Cap Value Insights Fund Class A
|
|
|
|
85,726 |
421.19 |
1,464 |
157.29 |
|
2025-06-26 |
NP |
FSSNX - Fidelity Small Cap Index Fund
|
|
|
|
287,791 |
2.96 |
4,915 |
-11.33 |
|
2025-08-13 |
13F |
Wealthedge Investment Advisors, Llc
|
|
|
|
136,431 |
55.84 |
2,269 |
42.73 |
|
2025-07-07 |
13F |
Versant Capital Management, Inc
|
|
|
|
1,009 |
1,263.51 |
17 |
1,500.00 |
|
2025-08-13 |
13F |
Cerity Partners LLC
|
|
|
|
19,011 |
72.37 |
316 |
58.00 |
|
2025-08-14 |
13F |
Price T Rowe Associates Inc /md/
|
|
|
|
21,985 |
4.68 |
0 |
|
|
2025-08-08 |
13F |
M&G Plc
|
|
|
|
11,044 |
11.14 |
188 |
5.06 |
|
2025-07-29 |
NP |
ORSIX - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I
|
|
|
|
15,910 |
11.41 |
260 |
-3.00 |
|
2025-08-13 |
13F |
Brown Advisory Inc
|
|
|
|
30,813 |
62.19 |
512 |
48.41 |
|
2025-08-19 |
13F |
Anchor Investment Management, LLC
|
|
|
|
2,163 |
2.95 |
36 |
-7.89 |
|
2025-07-24 |
NP |
FSKAX - Fidelity Total Market Index Fund
|
|
|
|
47,987 |
2.69 |
784 |
-10.40 |
|
2025-07-10 |
13F |
Wealth Enhancement Advisory Services, Llc
|
|
|
|
20,373 |
53.65 |
357 |
48.33 |
|
2025-06-27 |
NP |
RSSL - Global X Russell 2000 ETF
|
|
|
|
16,321 |
5.41 |
279 |
-9.45 |
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
17,603 |
9.19 |
293 |
0.00 |
|
2025-07-29 |
NP |
ISMD - Inspire Small/Mid Cap Impact ETF
|
|
|
|
20,058 |
0.80 |
328 |
-12.10 |
|
2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
1,249 |
10,308.33 |
21 |
|
|
2025-06-26 |
NP |
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
3,449 |
146.71 |
59 |
114.81 |
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
11,857 |
497.63 |
0 |
|
|
2025-08-26 |
NP |
FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF
|
|
|
|
1,932 |
12.59 |
32 |
3.23 |
|
2025-07-17 |
13F |
Beacon Capital Management, LLC
|
|
|
|
398 |
2.84 |
7 |
-14.29 |
|
2025-08-20 |
NP |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I
|
|
|
|
28,946 |
|
481 |
|
|
2025-07-28 |
13F |
Harbour Investments, Inc.
|
|
|
|
2 |
|
0 |
|
|
2025-08-28 |
NP |
IWN - iShares Russell 2000 Value ETF
|
|
|
|
242,489 |
4.11 |
4,033 |
-4.66 |
|
2025-07-25 |
NP |
WSML - iShares MSCI World Small-Cap ETF
|
|
|
|
2,366 |
|
39 |
|
|
2025-06-30 |
NP |
VRTPX - Vanguard Real Estate II Index Fund
|
|
|
|
183,274 |
0.49 |
3,130 |
-13.44 |
|
2025-07-24 |
NP |
ESML - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
53,176 |
0.86 |
869 |
-12.15 |
|
2025-08-14 |
13F |
Mercer Global Advisors Inc /adv
|
|
|
|
17,127 |
|
285 |
|
|
2025-08-26 |
NP |
NSIDX - Northern Small Cap Index Fund
|
|
|
|
12,712 |
4.98 |
211 |
-3.65 |
|
2025-08-26 |
NP |
TRSYX - T. Rowe Price Small-Cap Index Fund
|
|
|
|
2,489 |
11.07 |
41 |
2.50 |
|
2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
36,228 |
8.27 |
592 |
-5.74 |
|
2025-08-14 |
13F |
Infrastructure Capital Advisors, Llc
|
|
|
|
11,021 |
|
183 |
|
|