Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Core Total USD Bond Market ETF meliputi Tanager Wealth Management LLP, Duncan Williams Asset Management, LLC, New Capital Management LP, Americana Partners, LLC, Capital Square, LLC, Tradewinds, LLC., Richmond Investment Services, LLC, McElhenny Sheffield Capital Management, LLC, Heritage Wealth Partners, LLC, Secure Asset Management, LLC, B.O.S.S. Retirement Advisors, LLC, Bridgewealth Advisory Group, LLC, Sculati Wealth Management, LLC, Valpey Financial Services, LLC, LifeGoal Wealth Advisors, Angeles Wealth Management, Llc, Roger Wittlin Investment Advisory, LLC, Precision Wealth Strategies, LLC, SFG Wealth Management, LLC., dan Kathmere Capital Management, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Capital Square, LLC | 39,322 | 1,798 | ||||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 5,208 | 240 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 73,999 | 73.52 | 3,421 | 74.05 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 73,175 | 7.13 | 3,383 | 7.47 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 71,160 | 94.95 | 3,270 | 98.60 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 125,834 | 0.62 | 5,816 | 0.94 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 4,611 | 22.05 | 213 | 22.41 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 16,892 | 0.13 | 781 | 0.39 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2,243 | 171.55 | 104 | 171.05 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 401 | 19 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 6,930 | 316 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 750,230 | 15.64 | 34,683 | 16.02 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 18,081 | 1.87 | 836 | 2.20 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 169,427 | 55.77 | 7,833 | 56.26 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 2,975,634 | 0.94 | 137,564 | 1.27 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 40,302 | 3.83 | 1,863 | 4.19 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 179,488 | 8,298 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 1,500,468 | 5.82 | 69,367 | 6.16 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 317 | 0.63 | 15 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,245,808 | 2.05 | 150,054 | 2.38 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2,809 | 65.53 | 130 | 65.38 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1,041 | 1.07 | 48 | 2.13 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 21,654 | 65.80 | 1,001 | 66.56 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 188,758 | 3.71 | 8,726 | 4.04 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 6,949 | 321 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,608,761 | 0.98 | 120,603 | 2.09 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 12,867 | 595 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 4,187 | 194 | ||||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 165,688 | 0.78 | 7,660 | 1.10 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 43,339 | 44.05 | 2,004 | 44.52 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 276,719 | 1.94 | 12,793 | 2.27 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5,043 | 233 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 8,074 | 0.94 | 373 | 1.36 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 311,493 | 0.49 | 14,400 | 1.09 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,333,624 | 30.45 | 61,653 | 30.88 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4,104,642 | 1.18 | 189,758 | 1.51 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 91,637 | 2.61 | 4,236 | 2.94 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 26,288 | 20.54 | 1,215 | 21.02 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 5,177 | 239 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 43,287 | 11.35 | 2,001 | 11.73 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 6,895 | 0.82 | 319 | 0.95 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 36,991 | 4.41 | 1,710 | 4.78 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 279,155 | 6.51 | 12,905 | 6.86 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 10,100 | 77.32 | 467 | 77.86 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 0 | 0 | ||||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 1,202,066 | 5.21 | 55,572 | 7.80 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 20,888 | 24.47 | 966 | 24.84 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 601,013 | 2.86 | 27,785 | 3.23 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 149,453 | 159.32 | 6,909 | 160.23 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 66,774,459 | 7.04 | 3,076,995 | 7.27 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 15,378 | 711 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 34,642 | 1,601 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 3,368 | 2.65 | 156 | 3.33 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 19,232 | 28.86 | 889 | 29.40 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5,835 | 1.64 | 270 | 1.89 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 526,160 | 10.50 | 24,324 | 10.86 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3,609 | 167 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 17,901 | 4.85 | 828 | 5.22 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 161,712 | 2,187.62 | 7,476 | 2,200.00 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 155,746 | 1.53 | 7,200 | 1.87 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 188,144 | 0.03 | 8,698 | 0.36 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 261,011 | 1.66 | 12,067 | 1.99 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2,440 | 113 | ||||||
| 2025-07-31 | 13F | CAP Partners, LLC | 35,725 | 5.65 | 1,652 | 5.97 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 7,603 | 1.06 | 351 | 1.45 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 109,099 | 1.91 | 5,044 | 2.23 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 8,811 | 407 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 296 | 14 | ||||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 65,038 | 4.42 | 2,997 | 6.43 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1,112 | 51 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 152,530 | 2.82 | 7,051 | 3.16 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 187,459 | 0.15 | 8,638 | 1.84 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 58,749 | 7.25 | 2,716 | 7.57 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 286,808 | 0.03 | 13,259 | 0.36 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 6,152 | 0.49 | 284 | 0.71 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 264 | 12 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3,407 | 158 | ||||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 249,754 | 12.79 | 11,546 | 13.16 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 22,258 | 26.28 | 1,029 | 26.60 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 5,633 | 8.54 | 260 | 8.79 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 25,502 | 0.19 | 1,179 | 0.51 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 597,488 | 26.64 | 27,622 | 27.05 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 116,215 | 18.67 | 5,367 | 19.19 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 22,833 | 3.72 | 1,056 | 4.04 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 331,643 | 15,282 | ||||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | 0 | ||||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 235,342 | 1.87 | 10,880 | 2.20 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 733,112 | 7.27 | 33,892 | 7.62 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 18,432 | 852 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 307,034 | 1.81 | 14,194 | 2.14 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 21,840 | 9.50 | 1,010 | 9.79 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 233,509 | 16.63 | 10,795 | 17.02 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1,035 | 17.08 | 48 | 17.50 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 6,441 | 298 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 592,919 | 2.69 | 27,322 | 4.69 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 3,902 | 2.23 | 180 | 2.86 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 42,249 | 12.55 | 1,953 | 12.96 | ||||
| 2025-08-14 | 13F | Comerica Bank | 319,266 | 8.42 | 14,760 | 8.77 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28,753 | 11.88 | 1,329 | 12.25 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 34,973 | 7.54 | 1,617 | 7.88 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 214,011 | 9.38 | 9,894 | 9.73 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 10,007 | 5.96 | 463 | 6.21 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 230,501 | 1.11 | 10,534 | 1.46 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 12,555,562 | 9.81 | 580,376 | 10.16 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 930,533 | 0.60 | 43,019 | 0.93 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 863,967 | 12.56 | 39,941 | 12.92 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 4,692 | 26.37 | 217 | 26.32 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 236,764 | 601.54 | 10,946 | 642.03 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 5,599 | 259 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 36,476 | 15.20 | 1,686 | 15.64 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 13,919 | 0.12 | 643 | 0.47 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | -100.00 | ||||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Fixed Income ETF Fund II | 180,525 | 0.68 | 8,346 | 1.00 | ||||
| 2025-07-17 | 13F | KWB Wealth | 451,007 | 77.00 | 20,782 | 80.45 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 912,958 | 0.79 | 42,206 | 1.12 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 518,057 | 2.16 | 23,950 | 2.50 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 257 | 12 | ||||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 35,685 | 41.21 | 1,650 | 41.67 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 10,935,323 | 0.70 | 505,179 | 0.97 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 35,948 | 714.04 | 1,662 | 718.23 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 12,888 | 3.33 | 596 | 3.66 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 205 | 0.99 | 9 | 0.00 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 13,421 | 620 | ||||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 19,352 | 1.68 | 895 | 3.95 | ||||
| 2025-06-23 | NP | AOM - iShares Core Moderate Allocation ETF | 16,505,013 | 2.44 | 760,056 | 3.79 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 101,388 | 18.49 | 4,687 | 18.90 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 167 | 1.21 | 8 | 0.00 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 287,827 | 2.23 | 13 | 8.33 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 902,048 | 35.07 | 41,702 | 35.52 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 11,462 | 28.21 | 530 | 28.71 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,272,393 | 2.79 | 105,053 | 3.13 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 34,810 | 6.91 | 1,607 | 7.07 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 18,694 | 39.75 | 864 | 40.26 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 23,572 | 202.59 | 1,065 | 197.49 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 354,436 | 1.57 | 16,386 | 1.90 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 423,274 | 2.84 | 19,568 | 3.19 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 7,250 | 335 | ||||||
| 2025-07-07 | 13F | First Community Trust Na | 263 | 12 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9,558 | 2.09 | 442 | 2.55 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 369,025 | 33.55 | 17,060 | 36.60 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 32,048 | 8.31 | 1,482 | 10.77 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 315,713 | 4.71 | 14,595 | 5.05 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2,488,761 | 23.13 | 115,055 | 23.64 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 10,673 | 493 | ||||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 27,000 | 27 | ||||||
| 2025-07-15 | 13F | Farrell Financial LLC | 27,874 | 7.13 | 1,289 | 7.51 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1,666 | 233.87 | 77 | 245.45 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 21,661 | 100.36 | 1,001 | 101.00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 15,049 | 47.50 | 696 | 47.87 | ||||
| 2025-07-24 | 13F | Eastern Bank | 373 | 17 | ||||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 53,898 | 2.53 | 2,484 | 4.50 | ||||
| 2025-06-23 | NP | AOA - iShares Core Aggressive Allocation ETF | 8,175,752 | 2.58 | 376,493 | 3.93 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 22,783 | 5.48 | 1,053 | 5.83 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 26,055 | 30.69 | 1,205 | 31.15 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 24,317,154 | 5.79 | 1,124,182 | 6.13 | ||||
| 2025-07-16 | 13F | Novem Group | 7,538 | 12.59 | 348 | 12.99 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 260,429 | 4.68 | 12,040 | 5.02 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 49,395 | 0.20 | 2,284 | 0.53 | ||||
| 2025-07-31 | 13F | City State Bank | 10,852 | 7.80 | 502 | 8.21 | ||||
| 2025-09-03 | 13F | American Trust | 10,457 | 483 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 576 | -3.19 | ||||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 42,582 | 18.26 | 1,969 | 18.63 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1,107,652 | 87.82 | 51,443 | 89.71 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 53,461 | 26.68 | 2,472 | 27.11 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 7,665 | 354 | ||||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 55,725 | 5.63 | 2,576 | 6.01 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2,485 | 50.97 | 115 | 52.00 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 59,930 | 68.39 | 2,771 | 69.01 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 514,749 | 2.57 | 23,797 | 2.91 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 167,714 | 7,753 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 21,507 | 994 | ||||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 19,115 | 15.05 | 884 | 15.42 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 426,077 | 2.62 | 20 | 0.00 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 5,366 | 248 | ||||||
| 2025-06-26 | NP | BYLD - iShares Yield Optimized Bond ETF | 263,650 | 25.65 | 12,141 | 27.32 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 42,901 | 208.09 | 1,983 | 209.36 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 8,511 | 393 | ||||||
| 2025-07-10 | 13F | Trust Point Inc. | 30,075 | 1,390 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 173,821 | 4.60 | 8,024 | 6.17 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 574,665 | 5.21 | 26,567 | 5.55 | ||||
| 2025-05-21 | 13F | CBM Financial, LLC | 6,823 | 310 | ||||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 1,043,740 | 7.50 | 48,252 | 7.85 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 6,377 | 295 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,888,940 | 1,276.80 | 86,970 | 1,275.67 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 220 | 10 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 2,097,892 | 16.00 | 96,986 | 16.38 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 69,500 | 4.19 | 3,213 | 4.52 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 11,024 | 20.85 | 510 | 21.19 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 95,253 | 14.28 | 4,404 | 14.66 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 63,821 | 0.27 | 2,950 | 0.61 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3,325,866 | 9.59 | 153,755 | 9.94 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 4,381 | 172.62 | 201 | 173.97 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 57,726 | 29.09 | 2,660 | 29.38 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 517,317 | 61.87 | 23,672 | 62.44 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 63,505 | 2.48 | 2,915 | 3.63 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 16,353 | 12.66 | 1 | |||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 65,946 | 0.09 | 2,981 | -1.84 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 93,405 | 0.76 | 4,318 | 1.10 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 137,470 | 2.64 | 6,355 | 2.98 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 16,575 | 4.79 | 764 | 6.86 | ||||
| 2025-07-21 | 13F | Stash Investments, LLC | 801,239 | 8.77 | 37,041 | 9.12 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 44 | -93.57 | 2 | -93.75 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 91 | 1.11 | 4 | 0.00 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 108,950 | 6.41 | 4,987 | 6.38 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,923 | 0.03 | 274 | 0.37 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 8,555 | 395 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3,377,749 | 3,595.69 | 999 | -76.30 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 12,603 | 0.24 | 583 | 0.52 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 80,338 | 5.00 | 3,714 | 5.36 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 51,009 | 2,358 | ||||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 6,704 | 310 | ||||||
| 2025-05-01 | 13F | Hughes Financial Services, LLC | 0 | 0 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 419,929 | 14.35 | 19,413 | 14.73 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 5,351 | 2.10 | 247 | 2.49 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 510,224 | 0.32 | 23,588 | 0.65 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 13,370 | 618 | ||||||
| 2025-07-08 | 13F | Lpwm Llc | 23,430 | 109.57 | 1,083 | 110.29 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 26,791 | 20.65 | 1,239 | 21.02 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 23,413,905 | 3.44 | 1,082,425 | 3.78 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 23,793 | 25.93 | 1,100 | 26.32 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 151,518 | 8.74 | 7,005 | 9.10 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | 0 | ||||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 172,488 | 3.37 | 7,974 | 3.71 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 78,240 | 9.89 | 3,617 | 10.27 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 155,410 | 888.80 | 7,185 | 892.27 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 6,051 | 0.68 | 280 | 1.09 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 12,128 | 0.84 | 561 | 1.08 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 799,646 | 18.63 | 36,968 | 19.01 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 9,522 | 440 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 5,314 | 246 | ||||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 9,680 | 20.77 | 448 | 21.14 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 34,375 | 9.83 | 1,589 | 10.19 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 24,565 | 0.20 | 1,136 | 0.53 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 17,812 | 144.67 | 823 | 145.67 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 6,630 | 307 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 15,263 | 2.06 | 706 | 2.32 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 824,495 | 39.06 | 38,116 | 39.51 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 61,510 | 1.16 | 2,844 | 1.50 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1,559,213 | 9.35 | 72,082 | 9.71 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 1,319,100 | 6.21 | 60,982 | 6.56 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 1,129,771 | 20.50 | 52,229 | 20.90 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 531,374 | 6.94 | 24,565 | 7.29 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 1,252,992 | 2.47 | 57,926 | 2.80 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 133,923 | 16.93 | 6,191 | 17.32 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4,472 | 207 | ||||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 11,678 | 42.36 | 540 | 42.97 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 746,547 | 2.24 | 34,513 | 2.57 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 33,376 | 87.73 | 1,543 | 88.40 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 14 | 1 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 44 | 2.33 | 2 | 100.00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 4,515 | 0.67 | 209 | 0.97 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 495 | 23 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2,750,687 | 0.31 | 127,164 | 0.64 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 104,155 | 55.56 | 4,815 | 56.08 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 55 | 3 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 18,782,389 | 3.40 | 868,310 | 3.74 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 27,608 | 7.83 | 1,276 | 8.23 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 7,534 | 17.74 | 348 | 18.37 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,700,347 | 17.10 | 78,607 | 17.49 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,116,676 | 21.08 | 144,097 | 21.47 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 40,295 | 4.83 | 1,863 | 5.14 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 9,064,233 | 0.71 | 419,039 | 1.04 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 7,626 | 6.52 | 353 | 6.99 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 315,962 | 1.84 | 14,607 | 2.17 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,010 | 47 | ||||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 167 | 8 | ||||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 148,296 | 3.24 | 6,856 | 3.42 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 48,237 | 4.29 | 2,230 | 4.60 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 43,286,451 | 2.35 | 2,001,133 | 2.69 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 9,008 | 65.77 | 416 | 66.40 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 8,905 | 11.38 | 412 | 11.68 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 561,310 | 0.86 | 25,949 | 1.19 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 7,314 | 338 | ||||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 369,139 | 0.98 | 17,069 | 1.42 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1,115 | 52 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 127,816 | 203.91 | 5,909 | 118.01 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 458,295 | 1.32 | 21,187 | 1.65 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 467,574 | 16.30 | 21,616 | 18.95 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 32,480 | 1,502 | ||||||
| 2025-08-01 | 13F | Conscious Wealth Investments, Llc | 109,603 | 0.81 | 5,053 | 2.08 | ||||
| 2025-06-23 | NP | AOR - iShares Core Growth Allocation ETF | 17,243,970 | 3.66 | 794,085 | 5.03 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 389 | 0 | ||||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 20,711 | 1.17 | 957 | 1.48 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 19,286 | 1.14 | 888 | 1.14 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 31,474 | 3.15 | 1,455 | 3.49 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 22,221 | 0.10 | 1,027 | 0.49 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,185 | 30.22 | 55 | 31.71 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 4,477 | 207 | ||||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 1,625 | 75 | ||||||
| 2025-07-07 | 13F | New Capital Management LP | 149,289 | 6,902 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 53,134 | 38.45 | 2,456 | 38.91 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 6,017 | 36.47 | 278 | 36.95 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 69,141 | 0.49 | 3,196 | 0.82 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 124,012 | 12.46 | 5,733 | 12.83 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 12,452 | 82.07 | 576 | 82.54 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 21,911 | 334.05 | 1,013 | 336.21 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 57 | 3 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15,518 | 13.40 | 717 | 13.81 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 10,348 | 23.34 | 478 | 23.83 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 13,584 | 628 | ||||||
| 2025-08-13 | 13F | Mcmorgan & Co Llc | 1,668,414 | 0.20 | 77,131 | 0.52 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 3,957 | 0.56 | 183 | 2.82 | ||||
| 2025-06-23 | NP | AOK - iShares Core Conservative Allocation ETF | 8,316,348 | 3.99 | 382,968 | 5.36 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 78,146 | 25.76 | 3,613 | 26.16 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 50,505 | 26.16 | 2,335 | 26.57 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 6,400 | 296 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 21,064 | 7.51 | 974 | 7.87 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 27,617 | 1.82 | 1,277 | 2.16 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 43,294 | 15.26 | 1,995 | 15.38 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 21,948 | 1,011 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 632,077 | 72.81 | 29,221 | 73.37 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 4,120,866 | 0.69 | 189,889 | 0.91 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 164 | 8 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 18,089 | 1 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 896,113 | 1.68 | 41,427 | 2.01 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 8,911 | 11.08 | 412 | 11.38 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 4,856 | 225 | ||||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 10 | 0 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 7,230 | 2.12 | 334 | 2.45 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 1,000,740 | 2.95 | 46,264 | 3.29 |
