Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares ESG Aware MSCI EAFE ETF meliputi Midwest Trust Co, Crux Wealth Advisors, rebel Financial LLC, Wealth Advisory Team LLC, Ryan Investment Management, Inc., Caliber Wealth Management, LLC / KS, LexAurum Advisors, LLC, XY Planning Network, Inc., Tudor Investment Corp Et Al, Bradley Foster & Sargent Inc/ct, Martin Worley Group, Compass Investment Advisers LLC, Sagespring Wealth Partners, Llc, Concurrent Investment Advisors, LLC, Quantinno Capital Management LP, Neuberger Berman Group LLC, Busey Wealth Management, BridgePort Financial Solutions, LLC, NWF Advisory Services Inc., dan Abacus Planning Group, Inc. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Buckingham Strategic Partners | 20,165 | 1.72 | 1,799 | 11.12 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 4,541 | 0.29 | 405 | 9.76 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 292 | 1.74 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 8,609 | 21.19 | 768 | 32.41 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 251,548 | 8.35 | 22 | 22.22 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 2,367 | 211 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 40 | 14.29 | 4 | 50.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 80,378 | 36.25 | 7,015 | 45.60 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 9,790 | 872 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 97,907 | 8,735 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 5,890 | 393.30 | 526 | 441.24 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 503,922 | 6,961.69 | 44,960 | 7,624.91 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 189 | 53.66 | 17 | 60.00 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 801 | 71 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 352 | 1.73 | 31 | 10.71 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 3,288 | 4.12 | 341 | 32.17 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 256,534 | 64.81 | 22,888 | 80.01 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 7,359 | 2.87 | 657 | 12.33 | ||||
| 2025-07-16 | 13F | American National Bank | 800 | 71 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 12,315 | 142.90 | 1,099 | 165.22 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 6,215 | 1.30 | 554 | 10.58 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 25,152 | 23.10 | 2,244 | 34.45 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 19,022 | 11.04 | 1,697 | 21.30 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 579 | 1.94 | 52 | 10.87 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 35,427 | 36.44 | 3,161 | 48.99 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 216 | 2.86 | 19 | 11.76 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 3,577 | 1.10 | 319 | 10.38 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 218,022 | 37.74 | 19,452 | 50.43 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 2,723 | 1.60 | 243 | 11.01 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 304,592 | 2.26 | 27,176 | 11.69 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 4,311 | 2.52 | 385 | 11.95 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 3,312 | 1.88 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 395 | 0.25 | 35 | 6.06 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 5,690 | 3.04 | 508 | 12.42 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 33,855 | 8.88 | 3,021 | 18.94 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 8,626 | 1.71 | 770 | 11.13 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 23,227 | 1.89 | 2,072 | 11.28 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 13,703 | 10.11 | 1,223 | 20.28 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 2,291 | 204 | ||||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 99 | 6.45 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 40 | 4 | ||||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 15,523 | 25.42 | 1,385 | 36.89 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 4,088 | 5.01 | 365 | 14.47 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12,737 | 3.30 | 1,136 | 12.81 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 78,806 | 0.16 | 7,031 | 9.40 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 2,330 | 208 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 10,974 | 979 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 77,141 | 4.37 | 6,883 | 14.00 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 6,377 | 12.43 | 569 | 22.68 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 2,546 | 227 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,191,836 | 22.80 | 195,549 | 34.11 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 771 | 0.26 | 69 | 9.68 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 6,233 | 2.13 | 556 | 15.35 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,688 | 4.15 | 240 | 13.81 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 7,815 | 12.56 | 697 | 22.93 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 17,048 | 2.16 | 1,521 | 11.52 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 3,959 | 8.47 | 353 | 18.46 | ||||
| 2025-08-07 | 13F | Acadian Asset Management Llc | 97,004 | 488.72 | 9 | 700.00 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 5,678 | 6.63 | 507 | 24.94 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 13,946 | 1,244 | ||||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 3,011 | 6.74 | 269 | 15.02 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 2,818 | 4.53 | 251 | 14.09 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 9,093 | 6.68 | 811 | 16.52 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 12,483 | 1.19 | 1,114 | 10.53 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 64,069 | 9.23 | 5,716 | 19.31 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 172,166 | 30.32 | 15,361 | 42.34 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 33,224 | 2,964 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2,308 | 206 | ||||||
| 2025-08-07 | 13F | Weil Company, Inc. | 14,908 | 32.93 | 1,330 | 45.20 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 677 | 0.59 | 60 | 11.11 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 416 | 37 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 93 | 8 | ||||||
| 2025-08-12 | 13F | Farmers National Bank | 3,730 | 6.66 | 333 | 16.49 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 390 | 35 | ||||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 20,025 | 13.14 | 1,787 | 23.60 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 5,624 | 54.42 | 510 | 65.05 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 105 | 9 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 26,985 | 33.15 | 2,408 | 45.44 | ||||
| 2025-07-21 | 13F | Impact Investors, Inc | 84,839 | 1.74 | 7,569 | 11.13 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 355 | 32 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 564,886 | 6.20 | 50,399 | 15.99 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 234 | 21 | ||||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 320,164 | 3.81 | 28,565 | 13.38 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 57,487 | 0.12 | 5,129 | 9.34 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 26,612 | 14.35 | 2,374 | 24.88 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 5,245 | 52.52 | 468 | 66.79 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 872 | 3.32 | 78 | 13.24 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 5,272 | 45.03 | 470 | 58.78 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 30,384 | 9.98 | 2,711 | 20.12 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8,870 | 0.70 | 791 | 10.01 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 13,895 | 22.51 | 1 | |||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 3,564 | 1.80 | 318 | 11.19 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 88 | 8 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 4,851 | 0.48 | 433 | 9.64 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 12,888 | 1.23 | 1,150 | 10.48 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5,311 | 0.89 | 474 | 10.00 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 52,202 | 8.96 | 4,657 | 19.01 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 4,056 | 0.35 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 1,134 | 1.61 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 269 | 46.99 | 24 | 64.29 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 9,669 | 863 | ||||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 478 | 1.92 | 43 | 10.53 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 32,056 | 8.28 | 2,860 | 18.28 | ||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 1,075 | 96 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 86,935 | 276.90 | 7,756 | 311.68 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 44,565 | 0.31 | 3,976 | 9.56 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 271,695 | 4.06 | 24,240 | 13.66 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 4,189 | 3.48 | 0 | |||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 390,322 | 4.26 | 34,825 | 13.87 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 618 | 55 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 8,898 | 6.59 | 794 | 16.45 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 31 | 3 | ||||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 182 | 29.08 | 16 | 45.45 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 3,731 | 21.22 | 333 | 32.27 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 14,221 | 1.94 | 1,269 | 11.33 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 57 | 1.79 | 5 | 25.00 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2,058 | 43.12 | 184 | 56.41 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 122,342 | 1.62 | 10,915 | 10.99 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 516 | 93.98 | 46 | 119.05 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 5,859 | 4.12 | 523 | 13.73 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 19,773 | 8.95 | 1,764 | 19.03 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 100 | 9 | ||||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 10,169 | 1.64 | 907 | 11.02 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 14,542 | 0.39 | 1,297 | 9.64 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 2,666 | 1.76 | 238 | 10.75 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 31,873 | 10.99 | 2,843 | 20.16 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 285,740 | 2.62 | 25,467 | 11.99 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 40,477 | 7.56 | 3,611 | 17.47 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 204 | 2.00 | 18 | 12.50 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1,037 | 72.83 | 92 | 87.76 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 28,365 | 1.88 | 2,531 | 11.26 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 8,822 | 0.15 | 787 | 9.46 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 450,724 | 9.30 | 40,215 | 19.38 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 2,560 | 228 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 303,872 | 23.89 | 27,111 | 35.30 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 8,239 | 3.53 | 735 | 13.08 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 210,077 | 32.84 | 18,743 | 45.09 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 12,271 | 16.45 | 1,095 | 27.21 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 41,537 | 20.34 | 3,706 | 31.43 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 21,752 | 72.01 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 6,061 | 541 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 2,853 | 255 | ||||||
| 2025-07-15 | 13F | Farrell Financial LLC | 6,522 | 1.89 | 582 | 11.30 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 5,715 | 10.78 | 510 | 20.90 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 835,568 | 1.26 | 74,549 | 10.59 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 28,079 | 2,505 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2,641 | 236 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 5,192 | 17.73 | 463 | 28.61 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 2,508 | 205 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 36,267 | 38,896.77 | 3,236 | 46,114.29 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 42 | 4 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 3,260 | 6.02 | 291 | 15.54 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,119,074 | 3.27 | 99,844 | 12.79 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 65,067 | 9.04 | 5,805 | 19.10 | ||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 2,408 | 215 | ||||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 38,864 | 5.16 | 3,467 | 14.84 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 2,434 | 216 | ||||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 3,577 | 272 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 2,963 | 3.28 | 264 | 12.82 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 12,576 | 0.17 | 1,122 | 9.46 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 33,677 | 22.85 | 3,005 | 34.17 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 15,379 | 24.79 | 1,372 | 36.25 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 5,759 | 514 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 16,553 | 6.73 | 1,477 | 16.59 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 265,077 | 6.97 | 23,650 | 16.84 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 176,072 | 2.28 | 15,709 | 11.70 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 9,540 | 1.60 | 851 | 10.95 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 86,769 | 42.11 | 7,742 | 55.22 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 8,574 | 13.73 | 765 | 24.23 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 19,411 | 13.43 | 1,732 | 23.91 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 364,219 | 5.00 | 30 | 11.54 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 5,879 | 5.11 | 525 | 14.91 | ||||
| 2025-07-25 | NP | EASG - Xtrackers MSCI EAFE ESG Leaders Equity ETF | 8,125 | 1,931.25 | 720 | 2,146.88 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 855 | 76 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7,165 | 39.80 | 639 | 52.51 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 13,613 | 3.14 | 1,215 | 12.62 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 3,568 | 0.22 | 318 | 9.66 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 41,061 | 1.87 | 3,663 | 11.27 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3,005 | 268 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 7,638 | 4.98 | 681 | 14.65 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 44 | 4 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 654,212 | 24.22 | 58,369 | 35.67 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 4,985 | 1.90 | 439 | 10.03 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 11,842 | 1.85 | 1,057 | 11.28 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 5,931 | 529 | ||||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 4,534 | 1.43 | 370 | 8.82 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 232 | 152.17 | 21 | 185.71 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 6,971 | 0.58 | 622 | 9.72 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 48,120 | 12.56 | 4,293 | 22.94 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 21,668 | 0.29 | 1,933 | 9.58 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 13,976 | 4.28 | 1,247 | 13.89 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 188,998 | 0.69 | 16,862 | 9.96 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 5,006 | 19.73 | 447 | 30.79 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 3,000 | 268 | ||||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 11,241 | 3.65 | 1,003 | 13.22 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 6,149 | 29.13 | 549 | 40.87 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 61,398 | 5.70 | 5,478 | 15.43 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 2,000 | 1.88 | 176 | 8.64 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,326 | 82.39 | 118 | 100.00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 8,315 | 2,848.58 | 1 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 3,337 | 298 | ||||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 11,743 | 12.28 | 1,048 | 22.60 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 62,240 | 0.84 | 5,553 | 10.13 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 3,234 | 6.80 | 289 | 16.60 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 197,096 | 1.28 | 17,585 | 10.61 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 26,034 | 32.77 | 2,323 | 45.03 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 15,232 | 7.84 | 1,359 | 17.78 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 5,214 | 1.74 | 465 | 11.24 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 2,858 | 3.93 | 255 | 13.84 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 4,719 | 33.80 | 421 | 45.83 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 2,274 | 203 | ||||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 8,577 | 0.20 | 765 | 9.44 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3,385 | 302 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 2,527 | 225 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 568,174 | 3.02 | 50,692 | 12.52 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 11,467 | 11.09 | 1,023 | 21.35 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 327 | 29 | ||||||
| 2025-05-02 | 13F | Napatree Capital Llc | 4,549 | 1.97 | 372 | 9.44 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 73,398 | 111.21 | 7 | 200.00 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 14,562 | 21.01 | 1,299 | 32.15 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8,318 | 21.47 | 742 | 32.74 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 2,396 | 214 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 65,342 | 1.44 | 5,830 | 10.78 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 23,609 | 1.54 | 2,106 | 10.90 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 4,008 | 358 | ||||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 5,399 | 0.02 | 482 | 9.32 | ||||
| 2025-06-26 | NP | EAOR - iShares ESG Aware Growth Allocation ETF | 34,544 | 0.05 | 2,925 | 6.56 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 183,380 | 4.68 | 15,167 | 5.98 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 22,734 | 0.15 | 2,028 | 9.39 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 2,018 | 4.24 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 2,997 | 267 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 325,500 | 0.29 | 29,041 | 9.53 | ||||
| 2025-08-14 | 13F | Betterment LLC | 3,856,164 | 17.01 | 344 | 27.88 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,953,536 | 15.85 | 263,515 | 26.53 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 2,258 | 201 | ||||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 6,381 | 2.00 | 569 | 11.35 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 47 | 0 | ||||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 8,282 | 1.67 | 739 | 11.13 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 353 | 3.52 | 31 | 14.81 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 70 | 1.45 | 6 | 20.00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7,679 | 88.86 | 685 | 106.33 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 24,512 | 68.64 | 2,187 | 84.16 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 5,608 | 1.89 | 500 | 11.36 | ||||
| 2025-08-14 | 13F/A | Forefront Analytics, LLC | 72,693 | 6,486 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 14,972 | 190.16 | 1,336 | 217.10 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 28,982 | 0.89 | 2,586 | 10.19 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 4,608 | 0.22 | 411 | 9.60 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 191,186 | 1,278.61 | 17,058 | 1,406.80 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 884 | 79 | ||||||
| 2025-08-13 | 13F | Aufman Associates Inc | 6,802 | 1.89 | 607 | 11.19 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 26,165 | 59.03 | 2,334 | 73.66 | ||||
| 2025-07-16 | 13F | Ascent Capital Management, LLC | 2,606 | 1.20 | 232 | 10.48 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 5,702 | 5.51 | 509 | 15.19 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 5,114 | 456 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 36,542 | 1.88 | 3,250 | 10.96 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8,742 | 0.67 | 780 | 9.87 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 18,146 | 1,619 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 1,261,024 | 25.33 | 112,509 | 36.88 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9,293 | 139.33 | 829 | 161.51 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 2,270 | 203 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 347 | 31 | ||||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 116,914 | 10.06 | 10,431 | 20.21 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6,238 | 1.84 | 557 | 11.20 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 32,263 | 2,879 | ||||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 229,552 | 20,481 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 7,435 | 65.26 | 1 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 30,492 | 1.51 | 2,720 | 10.88 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5,281 | 30.36 | 471 | 42.73 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9,180 | 13.35 | 819 | 23.90 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 61,130 | 3.27 | 5,454 | 12.80 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4,670 | 56.71 | 417 | 71.19 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 4,563 | 0.62 | 407 | 10.00 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 4,555 | 406 | ||||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 3,475 | 19.25 | 310 | 30.25 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 191,740 | 37.32 | 16,971 | 48.78 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 54,893 | 48.84 | 4,901 | 62.50 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 37,002 | 12.12 | 3,301 | 22.49 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 245,390 | 3.96 | 21,896 | 13.56 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1,269,873 | 3.30 | 113,298 | 12.83 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 33,981 | 6.24 | 3,032 | 16.04 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 11,392 | 15.87 | 1,016 | 26.53 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1,570 | 3.02 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 19,671 | 0.75 | 1,755 | 10.03 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,880 | 168 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 8,030 | 46.59 | 716 | 60.18 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 14,141 | 2,092.40 | 1,262 | 2,325.00 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 378 | 10.20 | 34 | 17.86 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 49 | 4 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,334 | 257.98 | 208 | 292.45 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 34,958 | 8.16 | 3,119 | 18.11 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 56,409 | 805.59 | 5,033 | 890.55 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6,952 | 18.80 | 1 | |||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 7,595 | 1.86 | 678 | 11.17 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 5,015 | 447 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 349,222 | 484.11 | 31,158 | 537.94 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 614 | 1.82 | 55 | 10.20 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 23,250 | 4.39 | 2,069 | 11.84 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 1,516,142 | 4.08 | 135 | 14.41 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 2,888 | 258 | ||||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 2,353 | 210 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 158,313 | 8.85 | 14,125 | 18.89 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,687,563 | 1.57 | 150,564 | 10.93 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 744,884 | 19.83 | 66,459 | 30.88 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 28,618 | 2,553 | ||||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 5,983 | 30.07 | 1 | |||||
| 2025-08-14 | 13F | Pecaut & Co. | 3,777 | 0.99 | 337 | 10.16 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 707 | 19.02 | 63 | 31.25 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 128,514 | 0.50 | 11,466 | 9.78 | ||||
| 2025-08-07 | 13F | Commerce Bank | 2,326 | 208 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 2,590 | 231 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 267,994 | 1,289.15 | 23,910 | 1,418.10 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 29,485 | 2.46 | 2,631 | 11.91 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 23,469 | 4.28 | 2,094 | 13.87 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 38,439 | 1.83 | 3,430 | 11.22 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 14,047 | 14.87 | 1,253 | 25.55 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 2,317 | 207 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3,667 | 8.23 | 327 | 18.48 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 8,933 | 1.05 | 797 | 10.25 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 66,375 | 2.10 | 5,922 | 11.51 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 16,830 | 1.39 | 1,502 | 10.69 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 2,929 | 10.61 | 261 | 20.83 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 2,696 | 0.11 | 241 | 9.55 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 54,267 | 11.76 | 4,842 | 22.06 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 32,442 | 11.50 | 2,932 | 23.40 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 62,476 | 0.27 | 5,574 | 9.53 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 10,755 | 21.01 | 960 | 32.09 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 3,018 | 269 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,208 | 679.35 | 108 | 791.67 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 80,269 | 19.57 | 7,162 | 30.58 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 2,605 | 6.20 | 232 | 16.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 899 | 55.00 | 80 | 70.21 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 9,067 | 1.58 | 809 | 10.84 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 33,556 | 1.26 | 2,994 | 10.57 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7,499,593 | 4.55 | 669,114 | 14.19 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 4,064 | 34.66 | 363 | 47.15 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 438 | 39 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 12,826 | 97.47 | 1,144 | 115.85 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 165,288 | 10.77 | 14,717 | 19.67 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 17,839 | 1.79 | 1,628 | 8.32 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 101,111 | 53.72 | 9,021 | 67.90 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 10,659,560 | 0.19 | 951,046 | 9.43 |
