DGRO / iShares Trust - iShares Core Dividend Growth ETF - Net Long/Short Value

iShares Trust - iShares Core Dividend Growth ETF
US ˙ ARCA ˙ US46434V6213

DGRO / iShares Trust - iShares Core Dividend Growth ETF - Net Long/Short Value
Halaman ini menyediakan nilai bersih long/short untuk setiap kepemilikan institusional yang dilaporkan melalui pengajuan 13F atau NPORT. Untuk menghitung nilai bersih long/short, kami menambahkan nilai ekuitas ke nilai opsi beli (call option) dan mengurangi nilai opsi jual (put option). Dana yang melaporkan posisi short-borrowed akan melaporkan nilai ekuitas sebagai negatif. Posisi long bersih akan memiliki angka positif di kolom long/short bersih, dan posisi short bersih akan memiliki nilai negatif di kolom tersebut.
Pemilik Nilai Ekuitas
($1000)
Nilai Panggilan
($1000)
Masukkan Nilai
($1000)
Posisi Long/Short Bersih
($1000)
We Are One Seven, LLC
Jackson Hole Capital Partners, LLC
Autumn Glory Partners, LLC
Ieq Capital, Llc
Ausdal Financial Partners, Inc.
Nordwand Advisors, LLC
Tradewinds, LLC.
Formidable Asset Management, LLC
Nbc Securities, Inc.
Csenge Advisory Group
JNBA Financial Advisors
Strategic Blueprint, LLC
Waterfront Wealth Inc.
Harbor Asset Planning, Inc.
Accretive Wealth Partners, LLC
Red Tortoise LLC
Gotham Asset Management, LLC
Investment Planning Advisors, Inc.
Wolff Financial Management Llc
Kapstone Financial Advisors LLC
Intrepid Capital Management Inc
Harbour Investments, Inc.
TFR Capital, LLC.
Summit X, LLC
Lincoln Capital LLC
BCU Wealth Advisors, LLC
Northwestern Mutual Wealth Management Co
Correct Capital Wealth Management
Inscription Capital, LLC
Prelude Capital Management, Llc
Johnson & White Wealth Management, LLC
South Plains Financial, Inc.
Verdence Capital Advisors LLC
Essex Financial Services, Inc.
Insight Advisors, LLC/ PA
BRYN MAWR TRUST Co
Versant Capital Management, Inc
Vantage Financial Partners, LLC
Mirae Asset Global Investments Co., Ltd.
Tompkins Financial Corp
Alhambra Investment Partners LLC
Merit Financial Group, LLC
Weaver Consulting Group
Ferguson Wellman Capital Management, Inc
Russell Investments Group, Ltd.
Certified Advisory Corp
Headlands Technologies LLC
Lido Advisors, LLC
Guardian Asset Advisors, LLC
Western Wealth Management, LLC
Bokf, Na
Sterling Investment Counsel, LLC
Empower Advisory Group, LLC
Integrated Investment Consultants, LLC
Qube Research & Technologies Ltd
Kcm Investment Advisors Llc
First Horizon Advisors, Inc.
Concord Asset Management, LLC/VA
Hirtle Callaghan & Co LLC
Albion Financial Group /ut
ADG Wealth Management Group, LLC
Watts Gwilliam & Co., LLC
Harwood Advisory Group, LLC
Freestate Advisors LLC
Avant Capital LLC
Main Street Financial Solutions, LLC
JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I)
Hobbs Group Advisors, LLC
Trust Co Of Vermont
Good Life Advisors, LLC
Alliance Wealth Management Group
LaSalle St. Investment Advisors, LLC
Smartleaf Asset Management LLC
Flagship Private Wealth, LLC
Biondo Investment Advisors, LLC
Winthrop Advisory Group LLC
Elevate Wealth Advisory, Inc
NCM Capital Management, LLC
Investment Partners Asset Management, Inc.
Assetmark, Inc
Gen-Wealth Partners Inc
Destination Wealth Management
Cascade Financial Partners, LLC
Wealth Enhancement Advisory Services, Llc
Silver Coast Investments LLC
Natixis Advisors, L.p.
Pasadena Private Wealth, LLC
FORM Wealth Advisors, LLC
4J Wealth Management LLC
Mark Sheptoff Financial Planning, Llc
HighTower Advisors, LLC
MidAtlantic Capital Management, Inc.
Mandatum Life Insurance Co Ltd
Visionary Horizons, LLC
Ameritas Advisory Services, LLC
TD Capital Management LLC
Adell Harriman & Carpenter Inc
Williams & Novak, LLC
First Business Financial Services, Inc.
Planning Alternatives Ltd /adv
Clear Investment Research, Llc
Keybank National Association/oh
LexAurum Advisors, LLC
Stanich Group LLC
Transce3nd, LLC
Financial Network Wealth Management LLC
First Manhattan Co
Royal Bank Of Canada
Vaughan David Investments Inc/il
Stock Yards Bank & Trust Co
Prime Capital Investment Advisors, LLC
Stephens Inc /ar/
Empire Financial Management Company, LLC
RFG - Bristol Wealth Advisors, LLC
Cardiff Park Advisors, Llc
Ronald Blue Trust, Inc.
Essex Savings Bank
Guidance Point Advisors, LLC
Integrity Alliance, Llc.
Roble, Belko & Company, Inc
PFG Investments, LLC
Oxford Financial Group Ltd
Darden Wealth Group Inc
McLean Asset Management Corp
Cwm, Llc
One Capital Management, LLC
Root Financial Partners, LLC
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
Meridian Financial Partners LLC
Astoria Portfolio Advisors LLC.
Pathstone Holdings, LLC
Sterling Manor Financial, LLC
Linscomb & Williams, Inc.
Cambridge Investment Research Advisors, Inc.
Armis Advisers, LLC
Whittier Trust Co
Cvfg Llc
Cardinal Point Capital Management, ULC
BKM Wealth Management, LLC
Dogwood Wealth Management LLC
Smith Chas P & Associates Pa Cpas
ASB Consultores, LLC
Magnus Financial Group LLC
Calamos Wealth Management LLC
Madison Wealth Partners, Inc
Sound Income Strategies, LLC
Redwood Park Advisors LLC
Apollon Wealth Management, LLC
Iron Horse Wealth Management, LLC
Kohmann Bosshard Financial Services, LLC
Eq Wealth Advisors, Llc
Rowland & Co Investment Counsel/adv
Valeo Financial Advisors, LLC
Buckingham Strategic Partners
Squarepoint Ops LLC
McAdam, LLC
Zrc Wealth Management, Llc
Massmutual Trust Co Fsb/adv
Motley Fool Wealth Management, LLC
Betterment LLC
Salomon & Ludwin, LLC
Altus Wealth Management, LLC
Elite Financial, Inc.
MTM Investment Management, LLC
SCS Capital Management LLC
Orrstown Financial Services Inc
Community Bank, N.A.
Commonwealth Retirement Investments LLC
Syntegra Private Wealth Group, LLC
Consolidated Planning Corp
TCG Advisory Services, LLC
Capital Planning LLC
Wells Financial Advisors INC
Delta Asset Management Llc/tn
Sheaff Brock Investment Advisors, LLC
Global Wealth Management Investment Advisory, Inc.
MCF Advisors LLC
Cypress Financial Planning Llc
Whalerock Point Partners, Llc
Bartlett & Co. Wealth Management Llc
Davidson Investment Advisors
Modus Advisors, LLC
Blue Zone Wealth Advisors, LLC
Angeles Wealth Management, Llc
Edmond De Rothschild Holding S.a.
Sig Brokerage, Lp
Sowa Financial Group, Inc.
Lane & Associates LLC
Geneva Partners, LLC
Bell Bank
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
Fairvoy Private Wealth, LLC
Gunma Bank,Ltd.
Naples Global Advisors, Llc
Probity Advisors, Inc.
Meridian Wealth Management, LLC
180 Wealth Advisors, Llc
Greater Midwest Financial Group, LLC
Howe & Rusling Inc
Gallacher Capital Management LLC
Wealth Management Associates, Inc.
Signature Securities Group Corporation
Financial Advisory Service, Inc.
Davis R M Inc
Security Financial Services, INC.
Coldstream Capital Management Inc
Planning Directions Inc
Pandora Wealth, Inc.
Milestone Asset Management Group, LLC
Goldman Sachs Group Inc
Dynamic Financial Group
Wrenne Financial Planning LLC
Bluesphere Advisors, LLC
Scott & Selber, Inc.
Provident Wealth Management, LLC
Plante Moran Financial Advisors, LLC
Cetera Investment Advisers
Catalyst Financial Partners Llc
Michels Family Financial, LLC
Evergreen Capital Management Llc
Envestnet Portfolio Solutions, Inc.
Brown, Lisle/cummings, Inc.
Breakwater Capital Group
International Assets Investment Management, Llc
EP Wealth Advisors, Inc.
Jones Financial Companies Lllp
Hughes Financial Services, LLC
BlackRock, Inc.
Spirepoint Private Client, Llc
Bond & Devick Financial Network, Inc.
AdvisorNet Financial, Inc
Brio Consultants, LLC
Brady Family Wealth, Llc
SevenBridge Financial Group, LLC
RFG Advisory, LLC
Mowery & Schoenfeld Wealth Management, LLC
Rooted Wealth Advisors, Inc.
Garde Capital, Inc.
XML Financial, LLC
Park Square Financial Group, LLC
Allen Capital Group, LLC
Pensionmark Financial Group, Llc
Wealth Effects Llc
Midland Wealth Advisors Llc
First National Corp /ma/ /adv
Wedmont Private Capital
Franklin Resources Inc
Wellington Shields & Co., LLC
Hazlett, Burt & Watson, Inc.
Compass Financial Services Inc
Avantax Advisory Services, Inc.
Walkner Condon Financial Advisors LLC
SigFig Wealth Management, LLC
Lantern Wealth Advisors, LLC
GSB Wealth Management, LLC
MSH Capital Advisors LLC
Calton & Associates, Inc.
Northern Trust Corp
Merkkuri Wealth Advisors LLC
Central Pacific Bank - Trust Division
Oppenheimer & Co Inc
Allspring Global Investments Holdings, LLC
Montag A & Associates Inc
Rockefeller Capital Management L.P.
Integrated Advisors Network LLC
Brass Tax Wealth Management, Inc
Hemington Wealth Management
Quadcap Wealth Management, LLC
Sunbelt Securities, Inc.
Sachetta, LLC
Wealth Group Ltd
Johnson Investment Counsel Inc
Towercrest Capital Management
Duncker Streett & Co Inc
Norway Savings Bank
Vestmark Advisory Solutions, Inc.
Td Private Client Wealth Llc
Commonwealth Financial Services, LLC
Bellevue Asset Management, Llc
Headinvest, Llc
Kovitz Investment Group Partners, LLC
Mount Yale Investment Advisors, LLC
Heritage Wealth Advisors
Matisse Capital
Oak Asset Management, LLC
Confluence Wealth Services, Inc.
KPP Advisory Services LLC
Alta Wealth Advisors LLC
Schwarz Dygos Wheeler Investment Advisors Llc
Flagship Harbor Advisors, Llc
Commerce Bank
Seven Springs Wealth Group, LLC
Aurora Private Wealth, Inc.
Cliftonlarsonallen Wealth Advisors, Llc
Human Investing LLC
Thurston, Springer, Miller, Herd & Titak, Inc.
Bonfire Financial
Winch Advisory Services, LLC
Ethos Financial Group, LLC
HBK Sorce Advisory LLC
Roman Butler Fullerton & Co
Fifth Third Securities, Inc.
Beacon Financial Advisory LLC
City State Bank
WealthPlan Investment Management, LLC
Cranbrook Wealth Management, LLC
Jpmorgan Chase & Co
Objectivity Squared, LLC
Journey Strategic Wealth Llc
Umb Bank N A/mo
Moody National Bank Trust Division
Brinker Capital Investments, LLC
Kingsview Wealth Management, LLC
Integrity Financial Corp /WA
Counterweight Ventures, LLC
ProVise Management Group, LLC
Cresset Asset Management, LLC
Beacon Bridge Wealth Partners, LLC
Invst, LLC
Capital Investment Advisors, LLC
MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I
Summit Financial Wealth Advisors, LLC
Echo Wealth Management, LLC
Stillwater Wealth Management Group
PFG Advisors
Hollencrest Capital Management
Capital Advisory Group Advisory Services, LLC
Pacific Financial Group Inc
Aspiriant, Llc
Integras Partners LLC
USAdvisors Wealth Management, LLC
Private Advisor Group, LLC
Twelve Points Wealth Management LLC
Centaurus Financial, Inc.
Quest 10 Wealth Builders, Inc.
Biltmore Family Office, LLC
Larson Financial Group LLC
Sittner & Nelson, Llc
Horizon Investment Services, LLC
Roxbury Financial LLC
Romano Brothers And Company
Global Retirement Partners, LLC
Stratos Wealth Partners, LTD.
Consilio Wealth Advisors, Llc
Hantz Financial Services, Inc.
Capital Square, LLC
Us Bancorp \de\
NewEdge Wealth, LLC
Venture Visionary Partners LLC
St Germain D J Co Inc
Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio
Kathmere Capital Management, LLC
Atlantic Trust, LLC
WCG Wealth Advisors LLC
Safeguard Investment Advisory Group, LLC
Resurgent Financial Advisors LLC
Dagco, Inc.
SOUTH STATE Corp
Continuum Wealth Advisors, Llc
Drucker Wealth 3.0, LLC
Sax Wealth Advisors, Llc
Crumly & Associates Inc.
Crews Bank & Trust
W Advisors, Llc
Regions Financial Corp
Fiduciary Alliance LLC
Lowe Brockenbrough & Co Inc
Monterey Private Wealth, Inc.
Liberty Square Wealth Partners Llc
TriaGen Wealth Management LLC
Kingswood Wealth Advisors, Llc
SageView Advisory Group, LLC
Acute Investment Advisory, Llc
OneAscent Financial Services LLC
Tsfg, Llc
Latitude Advisors, LLC
First Command Advisory Services, Inc.
River Wealth Advisors LLC
Amplius Wealth Advisors, LLC
Costello Asset Management, INC
Scarborough Advisors, LLC
Wolff Wiese Magana Llc
Mattern Capital Management, Llc
Harbor Advisory Corp /ma/
Bradley Foster & Sargent Inc/ct
Northeast Financial Consultants Inc
Compass Ion Advisors, LLC
IFS Advisors, LLC
LongView Wealth Management
Eastover Investment Advisors LLC
Wealthfront Advisers Llc
Pinnacle Wealth Management Advisory Group, LLC
LM Advisors LLC
Princeton Global Asset Management LLC
Meridian Financial, LLC
Signaturefd, Llc
Simplicity Wealth,LLC
Exchange Traded Concepts, Llc
Bay Capital Advisors, LLC
Axxcess Wealth Management, Llc
First Heartland Consultants, Inc.
Powers Advisory Group, LLC
Moller Financial Services
Smith Thornton Advisors LLC
LGT Financial Advisors LLC
CENTRAL TRUST Co
Sweeney & Michel, Llc
Annex Advisory Services, LLC
Kozak & Associates, Inc.
Thrive Capital Management, LLC
Forte Asset Management Llc
BCJ Capital Management, LLC
Alteri Wealth LLC
Synovus Financial Corp
O'Dell Group, LLC
Smith Anglin Financial, LLC
Front Row Advisors LLC
Operose Advisors LLC
Sanchez Wealth Management Group
Ameriflex Group, Inc.
Veracity Capital LLC
Nova Wealth Management, Inc.
Strategies Wealth Advisors, LLC
Hoese & Co LLP
Bedel Financial Consulting, Inc.
Actinver Wealth Management, Inc.
Noble Family Wealth, LLC
SOA Wealth Advisors, LLC.
Procyon Private Wealth Partners, LLC
Titleist Asset Management, Llc
Marshall Financial Group LLC
LPL Financial LLC
Atlantic Union Bankshares Corp
Ring Mountain Capital, LLC
Quadrant Capital Group Llc
Colton Groome Financial Advisors, Llc
Fsb Premier Wealth Management, Inc.
Aaron Wealth Advisors LLC
FSC Wealth Advisors, LLC
CBIZ Investment Advisory Services, LLC
Archer Investment Corp
Turtle Creek Wealth Advisors, LLC
Hoey Investments, Inc
Coastal Bridge Advisors, LLC
Joel Isaacson & Co., LLC
Opulen Financial Group LLC
Balance Wealth, LLC
Wealthspire Advisors, LLC
Capital Advisors, Ltd. LLC
Avidian Wealth Solutions, LLC
Fwl Investment Management, Llc
CoreCap Advisors, LLC
American Capital Advisory, LLC
Ruggaard & Associates LLC
Mcdonald Partners Llc
Financial Perspectives, Inc
Lindbrook Capital, Llc
Bouvel Investment Partners, LLC
Private Capital Management, LLC
Hilltop Holdings Inc.
Symphony Financial, Ltd. Co.
Jackson, Grant Investment Advisers, Inc.
Signal Advisors Wealth, LLC
Janney Montgomery Scott LLC
IFP Advisors, Inc
Custos Family Office, LLC
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
Florida Financial Advisors, Llc
Bulwark Capital Corp
Graypoint LLC
Apollon Financial, LLC
Evoke Wealth, Llc
Modera Wealth Management, LLC
Stone House Investment Management, LLC
Gladstone Institutional Advisory LLC
Glenmede Investment Management, LP
VisionPoint Advisory Group, LLC
Ridgecrest Wealth Partners, Llc
JPL Wealth Management, LLC
Financial Advisory Corp /ut/ /adv
Capital Advantage, Inc.
PKS Advisory Services, LLC
Aptus Capital Advisors, LLC
Commonwealth Equity Services, Llc
Annis Gardner Whiting Capital Advisors, LLC
Market Street Wealth Management Advisors Llc
Beaumont Financial Advisors, LLC
Quantinno Capital Management LP
Houlihan Financial Resource Group, Ltd.
Teamwork Financial Advisors, LLC
Old Point Trust & Financial Services N A
Whitener Capital Management, Inc.
Clarus Wealth Advisors
Glenview Trust Co
Pacific Wealth Management
Tradewinds Capital Management, LLC
DDFG, Inc
Hubbell Strickland Wealth Management, LLC
FineMark National Bank & Trust
Gleason Group, Inc.
Paces Ferry Wealth Advisors, Llc
Kestra Private Wealth Services, Llc
Financial Partners Group, Inc
Fft Wealth Management Llc
RMB Capital Management, LLC
Crowley Wealth Management, Inc.
Pflug Koory, LLC
Truist Financial Corp
Ironwood Investment Counsel, LLC
Legacy Trust
GM Advisory Group, Inc.
Helen Stephens Group, LLC
West Financial Advisors, LLC
Aprio Wealth Management, LLC
Capital Market Strategies LLC
Resources Investment Advisors, LLC.
Avaii Wealth Management, Llc
Journey Advisory Group, LLC
Oak Harbor Wealth Partners, Llc
Stokes Family Office, LLC
Keener Financial Planning LLC
Lazard Asset Management Llc
Royal Harbor Partners, LLC
Wood Tarver Financial Group, LLC
Sound View Wealth Advisors Group, LLC
Fairway Financial, LLC
Integrated Wealth Concepts LLC
Cornerstone Wealth Management, LLC
Element Wealth, LLC
WPG Advisers, LLC
Nicolet Advisory Services, Llc
Valued Wealth Advisors LLC
Advisory Services Network, LLC
Private Wealth Asset Management, LLC
MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I
Bank Of America Corp /de/
Rialto Wealth Management, LLC
Bank Of Montreal /can/
Farmers & Merchants Trust Co of Chambersburg PA
Strategic Financial Concepts, LLC
Atomi Financial Group, Inc.
GPS Wealth Strategies Group, LLC
Intellus Advisors LLC
MFA Wealth Services
Citizens Financial Group Inc/ri
Eastern Bank
Perritt Capital Management Inc
American Trust
Advisory Alpha, LLC
Prism Advisors, Inc.
Creative Planning
Pacitti Group Inc.
CIBC World Markets Inc.
Exencial Wealth Advisors, Llc
Sequent Planning LLC
UNIVEST FINANCIAL Corp
Ridgewood Investments LLC
Price T Rowe Associates Inc /md/
GWM Advisors LLC
Bell Investment Advisors, Inc
Norden Group Llc
Soundwatch Capital LLC
Signature Estate & Investment Advisors Llc
Vermillion & White Wealth Management Group, LLC
Concurrent Investment Advisors, LLC
VestGen Advisors, LLC
Ulland Investment Advisors, LLC
Abound Financial, Llc
Yarger Wealth Strategies, Llc
Adviser Investments LLC
Financial Advocates Investment Management
Comprehensive Financial Planning, Inc./PA
Geneos Wealth Management Inc.
Hunter Associates Investment Management Llc
GSG Advisors LLC
First Bancorp, Inc /ME/
Acorn Financial Advisory Services Inc /adv
Bank of New York Mellon Corp
Evernest Financial Advisors, LLC
Scotia Capital Inc.
Leo Wealth, LLC
Dunhill Financial, LLC
Congress Wealth Management LLC / DE /
Captrust Financial Advisors
ARS Investment Partners, LLC
Money Concepts Capital Corp
Susquehanna International Group, Llp
CX Institutional
Patriot Investment Management Inc.
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Investment Advisory Group, LLC
Silvercrest Asset Management Group Llc
Valmark Advisers, Inc.
Cullen/frost Bankers, Inc.
Flagship Wealth Advisors, Llc
Flavin Financial Services, Inc.
Shepherd Financial Partners LLC
Vanguard Group Inc
DHJJ Financial Advisors, Ltd.
Perigon Wealth Management, LLC
Bnp Paribas Arbitrage, Sa
Blue Bell Private Wealth Management, Llc
Castle Rock Wealth Management, LLC
Stonebrook Private Inc.
Verus Capital Partners, Llc
Legacy Financial Strategies, LLC
Paladin Advisory Group, LLC
Wells Fargo & Company/mn
Harbor Investment Advisory, Llc
Founders Financial Securities Llc
Fiduciary Group LLC
Goldstone Financial Group, LLC
Riverbend Wealth Management, LLC
Vident Advisory, LLC
Financial Insights, Inc.
Mill Creek Capital Advisors, LLC
Ellis Investment Partners, LLC
Mendel Money Management
Modern Wealth Management, LLC
Neuberger Berman Group LLC
Whelan Financial
Oak Harvest Investment Services
Blair William & Co/il
Capital A Wealth Management, LLC
Curated Wealth Partners LLC
Deutsche Bank Ag\
Drive Wealth Management, Llc
Opal Wealth Advisors, LLC
Connecticut Wealth Management, LLC
Benjamin Edwards Inc
Cornerstone Advisors Asset Management, Inc
HB Wealth Management, LLC
First National Advisers, LLC
Heritage Wealth Management, Inc./Texas
MGB Wealth Management, LLC
Measured Wealth Private Client Group, LLC
HHM Wealth Advisors, LLC
Stifel Financial Corp
Texas Capital Bank Wealth Management Services Inc
Newbridge Financial Services Group, Inc.
Stonebridge Financial Planning Group, LLC
Colonial Trust Advisors
High Falls Advisors, Inc
Advantage Trust Co
MWA Asset Management
Smithfield Trust Co
Wela Strategies, Inc.
Fingerlakes Wealth Management, Inc.
Brighton Jones Llc
Truvestments Capital Llc
Bailard, Inc.
Patriot Financial Group Insurance Agency, LLC
OMNI 360 Wealth, Inc.
JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A)
Delos Wealth Advisors, LLC
Red Crane Wealth Management, Llc
DAVENPORT & Co LLC
Premier Path Wealth Partners, LLC
Beacon Pointe Advisors, LLC
Fmr Llc
Landmark Wealth Management, LLC
McKinley Carter Wealth Services, Inc.
Cyndeo Wealth Partners, LLC
Principle Wealth Partners Llc
Visionary Wealth Advisors
Fort Sheridan Advisors Llc
Jane Street Group, Llc
West Branch Capital LLC
JB Capital LLC
Barnes Dennig Private Wealth Management LLC
Summit Wealth Partners, LLC
Community Trust & Investment Co
Northeast Financial Group, Inc.
Addison Advisors LLC
ORG Partners LLC
Kirtland Hills Capital Management, Llc
Eagle Strategies LLC
Ancora Advisors, LLC
Dynamic Advisor Solutions LLC
Painted Porch Advisors LLC
First City Capital Management, Inc.
BOK Financial Private Wealth, Inc.
Moneta Group Investment Advisors Llc
Knightsbridge Asset Management, Llc
Bank of Jackson Hole Trust
Brown Advisory Inc
SRS Capital Advisors, Inc.
Fermata Advisors, LLC
Vicus Capital
Rosenblum Silverman Sutton S F Inc /ca
Sowell Financial Services LLC
Rise Advisors, LLC
IPG Investment Advisors LLC
Coastal Investment Advisors, Inc.
Arrowroot Family Office, LLC
Parsons Capital Management Inc/ri
West Wealth Group, LLC
HF Advisory Group, LLC
Skopos Labs, Inc.
Stordahl Capital Management, Inc.
Apeiron RIA LLC
MAI Capital Management
Summit Financial Strategies, Inc.
Tandem Capital Management Corp /adv
Level Four Advisory Services, Llc
BEAM Asset Management, LLC
Maripau Wealth Management Llc
Rehmann Capital Advisory Group
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
Wbh Advisory Inc
NorthRock Partners, LLC
TRUE Private Wealth Advisors
Beacon Harbor Wealth Advisors, Inc.
Keystone Global Partners, LLC
Mosaic Financial Group, Llc
DiNuzzo Private Wealth, Inc.
SP Asset Management LLC
Ehrlich Financial Group
Montag & Caldwell, Llc
WealthPLAN Partners, LLC
Regal Investment Advisors LLC
Sapient Capital Llc
Nottingham Advisors, Inc.
Key FInancial Inc
Simon Quick Advisors, Llc
Steward Partners Investment Advisory, Llc
Briaud Financial Planning, Inc
Cerity Partners LLC
Mercer Global Advisors Inc /adv
Arlington Trust Co LLC
National Asset Management, Inc.
Sagespring Wealth Partners, Llc
Alliance Wealth Advisors, LLC
JustInvest LLC
Forza Wealth Management, LLC
Advance Capital Management, Inc.
Rik Saylor Financial, Inc.
Brogan Financial, Inc.
Huntington National Bank
Philadelphia Trust Co
Brown Brothers Harriman & Co
LifeGoal Wealth Advisors
Barrett & Company, Inc.
Kerntke Otto McGlone Wealth Management Group
Eqis Capital Management, Inc.
Total Investment Management Inc
Sound Stewardship, LLC
Centurion Wealth Management LLC
Strategic Wealth Partners, Ltd.
Miracle Mile Advisors, LLC
Rollins Financial Advisors, LLC
Ascent Group, LLC
Wellington Shields Capital Management, LLC
Two West Capital Advisors LLC
Independence Bank of Kentucky
Morton Brown Family Wealth, LLC
Creative Financial Designs Inc /adv
Tactive Advisors, LLC
Prepared Retirement Institute LLC
Diametric Capital, LP
Rothschild Investment Llc
Tyler-Stone Wealth Management
Founders Financial Alliance, LLC
Baird Financial Group, Inc.
Clear Creek Financial Management, LLC
Citigroup Inc
Sandy Spring Bank
Robertson Stephens Wealth Management, LLC
Perennial Investment Advisors, LLC
RDA Financial Network
Samalin Investment Counsel, LLC
Morton Community Bank
Daymark Wealth Partners, Llc
Park Avenue Securities Llc
Renaissance Technologies Llc
Syon Capital Llc
Glass Jacobson Investment Advisors llc
Providence Capital Advisors, LLC
Novem Group
Mendel Capital Management LLC
Litman Gregory Asset Management LLC
Quad-Cities Investment Group, LLC
Mpwm Advisory Solutions, Llc
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
Principal Securities, Inc.
Vista Cima Wealth Management LLC
Keystone Financial Group
Jordan Park Group LLC
Pineridge Advisors LLC
Demars Financial Group, LLC
Squire Investment Management Company, LLC
M&t Bank Corp
Sound Financial Strategies Group, LLC
Advisor Group Holdings, Inc.
Decker Retirement Planning Inc.
Crewe Advisors LLC
National Bank Of Canada /fi/
Consolidated Portfolio Review Corp
Capital Investment Counsel, LLC
Spire Wealth Management
CIBC Private Wealth Group, LLC
D'Orazio & Associates, Inc.
New England Private Wealth Advisors LLC
Talon Private Wealth, LLC
Ameriprise Financial Inc
Avantra Family Wealth, Inc.
NewSquare Capital LLC
Green Harvest Asset Management LLC
Core Wealth Advisors, Inc.
Haverford Trust Co
Gratus Wealth Advisors, LLC
Allworth Financial LP
Beckerman Institutional, LLC
Pacifica Partners Inc.
GeoWealth Management, LLC
Willis Johnson & Associates, Inc.
Access Investment Management LLC
Marcum Wealth, LLC
Forbes Financial Planning, Inc.
Hm Payson & Co
BankPlus Trust Department
U.S. Capital Wealth Advisors, LLC
Herold Advisors, Inc.
Missouri Trust & Investment Co
Westfuller Advisors, LLC
Insight Wealth Strategies, LLC
Stephens Consulting, LLC
Papp L Roy & Associates
Ledyard National Bank
Providence First Trust Co
StoneX Group Inc.
Evermay Wealth Management Llc
Asset Dedication, LLC
Lmcg Investments, Llc
Castle Wealth Management Llc
Post Resch Tallon Group Inc.
Capital Investment Advisory Services, LLC
Boreal Capital Management LLC
Strategic Wealth Designers
PSI Advisors, LLC
M3 Advisory Group, LLC
Philip James Wealth Mangement, LLC
Holistic Planning, LLC
EverSource Wealth Advisors, LLC
Colonial Trust Co / SC
Keebeck Wealth Management, LLC
Emerald Investment Partners, Llc
AE Wealth Management LLC
IAG Wealth Partners, LLC
Williams Jones Wealth Management, LLC.
Freestone Capital Holdings, LLC
Legacy Financial Advisors, Inc.
Lee Financial Co
Tranquility Partners, LLC
Proathlete Wealth Management Llc
Family Capital Trust Co
Anchor Investment Management, LLC
Family Legacy, Inc.
Grimes & Company, Inc.
Phillips Financial Management, Llc
Oarsman Capital, Inc.
Concorde Asset Management, LLC
PCA Investment Advisory Services Inc.
Auto-Owners Insurance Co
Buck Wealth Strategies, LLC
Nations Financial Group Inc, /ia/ /adv
Rsm Us Wealth Management Llc
Jfs Wealth Advisors, Llc
CI Private Wealth, LLC
Leigh Baldwin & Co., Llc
Aqr Capital Management Llc
Lgl Partners, Llc
Tower Research Capital LLC (TRC)
Midwest Trust Co
Atwater Malick LLC
Abound Wealth Management
Brasada Capital Management, Lp
Wealthcare Advisory Partners LLC
Tranquilli Financial Advisor LLC
Atria Wealth Solutions, Inc.
Gateway Wealth Partners, LLC
Accredited Wealth Management, LLC
Grove Bank & Trust
Bogart Wealth, LLC
Citadel Advisors Llc
EFG Asset Management (Americas) Corp.
Beese Fulmer Investment Management, Inc.
BOS Asset Management, LLC
Sheets Smith Wealth Management
Creekmur Asset Management LLC
Soltis Investment Advisors LLC
Transcend Wealth Collective, Llc
Old Mission Capital Llc
Fourth Dimension Wealth, LLC
Riverchase Wealth Management, Llc
Ritter Daniher Financial Advisory LLC / DE
Klingman & Associates, LLC
Advisor OS, LLC
Gimbal Financial
Everpar Advisors Llc
Gouws Capital LLC
Horrell Capital Management, Inc.
Wsfs Capital Management, Llc
Navis Wealth Advisors, LLC
O'shaughnessy Asset Management, Llc
Innovative Wealth Building LLC
Marino, Stram & Associates Llc
Round Rock Advisors, LLC
EPG Wealth Management LLC
Bernard Wealth Management Corp.
Jackson Wealth Management, LLC
First National Trust Co
Prospera Financial Services Inc
Financial Engines Advisors L.L.C.
Moloney Securities Asset Management, LLC
Note Advisors, LLC
Well Done, LLC
First Foundation Advisors
Mascoma Wealth Management LLC
GDS Wealth Management
Cornerstone Planning Group LLC
Ayrshire Capital Management LLC
Facet Wealth, Inc.
National Wealth Management Group, LLC
Collaborative Wealth Managment Inc.
Dana Investment Advisors, Inc.
Sunburst Financial Group, LLC
Integrity Investment Advisors, LLC
JMG Financial Group, Ltd.
Future Financial Wealth Managment LLC
ORG Wealth Partners, LLC
Westside Investment Management, Inc.
Sigma Planning Corp
Sovran Advisors, LLC
Rodgers & Associates, LTD
CRA Financial Services, LLC
Carr Financial Group Corp
Arthur M. Cohen & Associates, Llc
Tandem Wealth Advisors LLC
Eukles Asset Management
Farther Finance Advisors, LLC
AlphaCore Capital LLC
Vise Technologies, Inc.
Horizon Investments, LLC
Professional Financial Advisors, LLC
GHP Investment Advisors, Inc.
Archetype Wealth Partners
Ogorek Anthony Joseph /ny/ /adv
Priebe Wealth Holdings LLC
Stratos Wealth Advisors, LLC
Firethorn Wealth Partners, Llc
HBW Advisory Services LLC
Carderock Capital Management Inc
UMA Financial Services, Inc.
CVA Family Office, LLC
Wealthgarden F.s. Llc
High Net Worth Advisory Group LLC
Islay Capital Management, Llc
Keystone Financial Group, Inc.
Keudell/Morrison Wealth Management
Bbr Partners, Llc
Koshinski Asset Management, Inc.
UBS Group AG
Raymond James Financial Inc
Sightline Wealth Advisors, LLC
Optimum Investment Advisors
Element Pointe Advisors, Llc
Pinnacle Financial Group, LLC / IL
Pine Harbor Wealth Management, LLC
Thrivent Financial For Lutherans
LifePlan Financial, LLC
Copia Wealth Management
Arista Wealth Management, LLC
Glenmede Trust Co Na
Brian Low Financial Group, Llc
Comerica Bank
Fifth Third Bancorp
Gts Securities Llc
Arete Wealth Advisors, LLC
Atria Investments Llc
Twin Peaks Wealth Advisors, LLC
Pinnacle Associates Ltd
Argent Advisors, Inc.
Pallas Capital Advisors LLC
Golden State Wealth Management, LLC
Morgan Stanley
Sterling Wealth Advisors Inc
Bfsg, Llc
Regent Peak Wealth Advisors LLC
Newton One Investments LLC
Endowment Wealth Management, Inc.
Baker Avenue Asset Management, LP
Legacy Wealth Managment, LLC/ID
Avion Wealth
Orion Portfolio Solutions, LLC
JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A)
Nwam Llc
Objective Capital Management, LLC
Accel Wealth Management
Warner Financial, Inc
HFG Advisors, Inc.
SOL Capital Management CO
Guardian Partners Inc.
Gwn Securities Inc.
Simmons Bank
Mml Investors Services, Llc
Southeast Asset Advisors Inc.
Legacy Investment Solutions, LLC
Mitchell Mcleod Pugh & Williams Inc
Hartland & Co., LLC
Guardian Wealth Advisors, Llc / Nc
Tme Financial, Inc.
Curtis Advisory Group, LLC
Catalytic Wealth RIA, LLC
Colony Group, LLC
Mission Wealth Management, Lp
Mutual Advisors, LLC
Dohj, Llc
Mariner, LLC
Concord Wealth Partners
Blake Schutter Theil Wealth Advisors, LLC
Tiaa Trust, National Association
Moser Wealth Advisors, LLC
Fortis Advisors, LLC
Hohimer Wealth Management, Llc
Guidance Capital, Inc
IMG Wealth Management, Inc.
Royal Fund Management, LLC
Whipplewood Advisors, LLC
Fort Point Capital Partners LLC
ONE Advisory Partners, LLC
Continuum Advisory, LLC
Financial Management Professionals, Inc.
RVW Wealth, LLC
Two Sigma Securities, Llc
Glassman Wealth Services
Brandywine Oak Private Wealth Llc
Cedar Wealth Management, LLC
United Capital Financial Advisers, Llc
Smith, Moore & Co.
Stuart Chaussee & Associates, Inc.
Warren Averett Asset Management, LLC
Kestra Advisory Services, LLC
Family Management Corp
Apexium Financial, Lp
Pin Oak Investment Advisors Inc
Cornerstone Wealth Group, LLC
Lion Street Advisors, LLC
Randolph Co Inc
J.w. Cole Advisors, Inc.
Montz Harcus Wealth Management LLC
Kelly Financial Services LLC
Valley National Advisers Inc
Balentine LLC
Allium Financial Advisors, Llc
Foundations Investment Advisors, LLC
Icon Wealth Advisors, LLC
Gries Financial Llc
PrairieView Partners, LLC
Sharp Financial Services, LLC
Hilltop National Bank
Capital Analysts, Inc.
Southland Equity Partners LLC
Raab & Moskowitz Asset Management LLC
Allegheny Financial Group LTD
Pennsylvania Capital Management Inc /adv
360 Financial, Inc.
Stonebridge Financial Group, LLC
Diversified Trust Co
Noble Wealth Management PBC
Thoroughbred Financial Services, Llc
Ipsen Advisor Group LLC
Equitable Holdings, Inc.
Garrett Wealth Advisory Group, LLC
TD Waterhouse Canada Inc.
Ellenbecker Investment Group
Redwood Financial Network Corp
Kingstone Capital Partners Texas, LLC
Park Place Capital Corp
Private Capital Management Llc
Bradley & Co. Private Wealth Management, LLC
Liberty Wealth Management Llc
Quadrant Private Wealth Management, LLC
D.a. Davidson & Co.
Federation des caisses Desjardins du Quebec
Wolverine Trading, Llc
Birchbrook, Inc.
Pinnacle Bancorp, Inc.
Greykasell Wealth Strategies, Inc.
Scott Capital Advisors, LLC
Edgestream Partners, L.P.
Montis Financial, LLC
West Michigan Advisors, Llc
CAPROCK Group, Inc.
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
Mayflower Financial Advisors, LLC
Change Path, LLC
Wealth Architects, LLC
Pnc Financial Services Group, Inc.
Arkadios Wealth Advisors
Oakworth Capital, Inc.
IFG Advisory, LLC
Rossby Financial, LCC
Carl P. Sherr & Co., LLC
Savant Capital, LLC
Great Valley Advisor Group, Inc.
Kraft, Davis & Associates, LLC
Northside Capital Management, LLC
Kmg Fiduciary Partners, Llc
Beacon Financial Planning, Inc
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Claro Advisors LLC
Fundamentun, Llc
Focus Financial Network, Inc.
Snowden Capital Advisors LLC
Capital International Investors
Atlas Private Wealth Advisors
Ignite Planners, LLC
CGC Financial Services, LLC
Rosenberg Matthew Hamilton
Armstrong Advisory Group, Inc
Parallel Advisors, LLC
ShoreHaven Wealth Partners, LLC
Centerpoint Advisory Group
Hanson & Doremus Investment Management
North Star Investment Management Corp.
IHT Wealth Management, LLC
Investment Management Corp /va/ /adv
Wiley Bros.-aintree Capital, Llc
Glen Eagle Advisors, LLC
Cascades Capital Asset Management, LLC
Chicago Partners Investment Group LLC
Tortoise Investment Management, LLC
Lineweaver Wealth Advisors, LLC
Silverlake Wealth Management Llc
WealthCare Investment Partners, LLC
Conservest Capital Advisors, Inc.
Financiere des Professionnels - Fonds d,investissement inc.
Essex LLC
Carnegie Capital Asset Management, LLC
Private Trust Co Na
FC Advisory LLC
Beacon Capital Management, LLC
GAMMA Investing LLC
Huntleigh Advisors, Inc.
Zhang Financial LLC
MBE Wealth Management, LLC
Insight Wealth Partners, LLC
Gallagher Fiduciary Advisors, LLC
Leavell Investment Management, Inc.
Kessler Investment Group, LLC
Prosperity Consulting Group, LLC
FourThought Financial Partners, LLC
Potentia Wealth
Investor's Fiduciary Advisor Network, LLC
Qrg Capital Management, Inc.
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Atlantic Family Wealth, Llc
Vontobel Holding Ltd.
Dorsey & Whitney Trust CO LLC
Centricity Wealth Management, LLC
Talisman Wealth Advisors LLC
Tobias Financial Advisors, Inc.
Envestnet Asset Management Inc
Occidental Asset Management, LLC
Investment Partners, Ltd.
Sequoia Financial Advisors, LLC
Beaird Harris Wealth Management, LLC
PFS Partners, LLC
JGP Wealth Management, LLC
Cornell Pochily Investment Advisors, Inc.
Chilton Investment Co Llc
Brookstone Capital Management
Old National Bancorp /in/
Other Listings
MX:DGRO
CL:DGRO
CL:DGRO CL
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista