IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF - Institutionelt ejerskab - Sælgere

iShares Trust - iShares S&P Small-Cap 600 Growth ETF
US ˙ NasdaqGM ˙ US4642878874

Institutionelt og fondsejerskab - Sælgere

Denne side viser institutioner, fonde og større aktionærer, der har reduceret beholdninger eller lukket deres positioner i deres seneste rapporteringsperiode. Røde rækker angiver lukkede positioner. Klik på linkikonet for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2025-04-10 13F EWG Elevate Inc. 0 -100,00 0
2025-04-14 13F Old National Bancorp /in/ 0 -100,00 0
2025-07-29 13F Quotient Wealth Partners, LLC 22.027 -4,26 2.930 2,30
2025-08-08 13F Meridian Wealth Management, LLC 4.745 -38,19 631 -33,93
2025-08-15 13F Kestra Advisory Services, LLC 58.848 -0,16 7.829 6,69
2025-07-17 13F Park Place Capital Corp 9.411 -3,92 1.260 3,28
2025-08-12 13F/A Cozad Asset Management Inc 2.130 -8,19 283 -1,74
2025-07-29 13F Salomon & Ludwin, LLC 66.020 -1,98 8.938 6,58
2025-07-22 13F Willner & Heller, Llc 8.978 -1,85 1.194 4,92
2025-08-14 13F/A Rockefeller Capital Management L.P. 182.377 -4,88 24.264 1,64
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 54.643 -17,69 7 -12,50
2025-07-22 13F DT Investment Partners, LLC 0 -100,00 0
2025-07-22 13F DAVENPORT & Co LLC 6.422 -1,15 854 5,69
2025-08-04 13F Pinnacle Associates Ltd 26.757 -0,26 3.560 6,56
2025-08-14 13F Stifel Financial Corp 138.428 -5,99 18.418 0,46
2025-08-14 13F Citadel Advisors Llc 24.506 -26,05 3.260 -20,97
2025-08-14 13F Money Concepts Capital Corp 4.936 -2,72 657 3,96
2025-07-17 13F Investment Research & Advisory Group, Inc. 0 -100,00 0
2025-07-24 13F Capital Advisors, Ltd. LLC 69.288 -0,76 9 12,50
2025-05-13 13F NFP Retirement, Inc. 0 -100,00 0
2025-08-11 13F Cordatus Wealth Management LLC 61.441 -0,83 8 14,29
2025-07-30 13F D.a. Davidson & Co. 2.474 -4,66 329 1,86
2025-08-01 13F Financial Counselors Inc 0 -100,00 0
2025-08-13 13F Congress Wealth Management LLC / DE / 4.269 -0,23 568 6,57
2025-05-09 13F Commonwealth Financial Services, LLC 0 -100,00 0
2025-07-29 13F Chicago Partners Investment Group LLC 42.119 -0,37 5.774 10,17
2025-08-08 13F Larson Financial Group LLC 1.139 -29,69 152 -24,88
2025-07-28 13F Essex LLC 2.180 -3,54 290 3,20
2025-07-16 13F Evergreen Private Wealth LLC 1.895 -4,73 252 2,02
2025-08-05 13F Crestwood Advisors Group LLC 25.179 -3,47 3.350 3,14
2025-05-02 13F Fortis Group Advisors, LLC 0 -100,00 0
2025-07-25 13F Stephens Consulting, LLC 51 -94,46 7 -94,74
2025-07-25 13F Presilium Private Wealth, Llc 0 -100,00 0
2025-08-14 13F Goldman Sachs Group Inc 73.707 -0,02 9.806 6,83
2025-07-21 13F Pacific Financial Group Inc 13.345 -15,56 1.775 -9,76
2025-07-22 13F Legacy Trust 5.805 -1,61 772 5,18
2025-05-05 13F PCA Investment Advisory Services Inc. 0 -100,00 0
2025-05-13 13F Measured Risk Portfolios, Inc. 0 -100,00 0
2025-08-13 13F Beacon Pointe Advisors, LLC 6.044 -0,38 804 6,49
2025-07-01 13F Harbor Investment Advisory, Llc 1.192 -8,80 159 -2,47
2025-08-12 13F Charles Schwab Investment Management Inc 11.007 -4,69 1.464 1,88
2025-05-15 13F Putnam Fl Investment Management Co 0 -100,00 0
2025-04-21 13F HFG Advisors, Inc. 0 -100,00 0
2025-07-17 13F/A Capital Investment Advisors, LLC 2.314 -3,74 308 2,68
2025-08-04 13F Cottage Street Advisors LLC 44.955 -5,60 5.981 0,86
2025-07-02 13F InvesTrust 16.804 -0,04 2.236 6,84
2025-08-06 13F AE Wealth Management LLC 1.030 -13,88 137 -7,43
2025-08-14 13F Wells Fargo & Company/mn 1.117.480 -8,53 148.669 -2,26
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 277 -95,36 37 -95,15
2025-07-11 13F Compass Ion Advisors, LLC 2.655 -2,14 353 4,75
2025-05-14 13F Lionshead Wealth Management, LLC 0 -100,00 0
2025-08-08 13F Mv Capital Management, Inc. 999 -14,76 133 -8,97
2025-07-14 13F AdvisorNet Financial, Inc 2.222 -6,99 296 -0,67
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 25 -96,58 3 -96,67
2025-08-07 13F Blackston Financial Advisory Group, LLC 4.410 -27,22 587 -22,28
2025-08-14 13F Ameriprise Financial Inc 443.451 -13,12 59.632 -5,94
2025-08-05 13F Allodium Investment Consultants, LLC 0 -100,00 0
2025-07-11 13F/A Umb Bank N A/mo 53.678 -7,08 7.141 -0,71
2025-07-15 13F Td Private Client Wealth Llc 20.435 -2,60 2.719 4,06
2025-08-13 13F Capital Analysts, Inc. 5.557 -45,21 1 -100,00
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 152.166 -18,61 20.244 -13,03
2025-07-24 13F True Link Financial Advisors, LLC 2.912 -39,48 387 -35,39
2025-08-08 13F ERTS Wealth Advisors, LLC 6.427 -13,74 855 -7,87
2025-07-14 13F CRA Financial Services, LLC 2.450 -2,00 326 4,50
2025-08-14 13F Full Sail Capital, LLC 2.800 -8,20 373 -1,85
2025-08-14 13F Main Street Financial Solutions, LLC 4.913 -0,81 654 6,01
2025-07-25 13F Pathway Financial Advisors LLC 16.404 -3,14 2.182 3,51
2025-07-23 13F Prime Capital Investment Advisors, LLC 13.098 -36,13 1.743 -31,77
2025-07-24 13F Us Bancorp \de\ 73.694 -10,48 9.804 -4,33
2025-08-08 13F Carl P. Sherr & Co., LLC 4.078 -9,24 543 -3,04
2025-08-12 13F Franklin Resources Inc 71.309 -2,40 9.487 4,29
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 43.614 -12,11 5.947 -3,74
2025-07-16 13F Beaumont Financial Advisors, LLC 232.439 -3,97 30.924 2,62
2025-04-28 13F Mainstream Capital Management LLC 0 -100,00 0
2025-08-08 13F Emerald Investment Partners, Llc 5.842 -21,76 777 -16,36
2025-07-14 13F Lee-Kelleher Wealth Management 17.064 -0,18 2.270 6,67
2025-07-31 13F Glass Jacobson Investment Advisors llc 8.006 -0,89 1.065 -2,56
2025-08-13 13F Continuum Advisory, LLC 0 -100,00 0
2025-07-09 13F Christopher J. Hasenberg, Inc 0 -100,00 0
2025-04-17 13F Montecito Bank & Trust 5.138 -0,58 640 -8,58
2025-08-08 13F First Western Trust Bank 3.158 -4,45 420 2,19
2025-08-08 13F Thoroughbred Financial Services, Llc 0 -100,00 0
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100,00 0 -100,00
2025-05-08 13F Menard Financial Group LLC 0 -100,00 0
2025-04-10 13F Richard P Slaughter Associates Inc 0 -100,00 0
2025-07-18 13F First United Bank Trust/ 550 -17,91 73 -12,05
2025-08-01 13F Oarsman Capital, Inc. 13.746 -10,29 1.829 -4,14
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 28.934 -18,76 3.849 -13,19
2025-05-14 13F REAP Financial Group, LLC 0 -100,00 0
2025-08-13 13F Crescent Grove Advisors, LLC 2.669 -3,79 355 2,90
2025-07-31 13F Sequent Asset Management, LLC 4.374 -16,67 582 -11,03
2025-07-31 13F Oppenheimer Asset Management Inc. 98.201 -50,07 13.065 -46,64
2025-08-06 13F Aspect Partners, LLC 0 -100,00 0
2025-08-01 13F Ashton Thomas Private Wealth, LLC 4.546 -56,22 605 -53,25
2025-04-11 13F Safeguard Financial, LLC 0 -100,00 0
2025-08-08 13F Creative Planning 99.920 -1,24 13.293 5,53
2025-07-08 13F/A Salem Investment Counselors Inc 486 -18,46 65 -13,51
2025-08-14 13F Synovus Financial Corp 3.358 -3,81 447 2,76
2025-08-14 13F Goodwin Investment Advisory 2.189 -12,05 291 -5,83
2025-05-15 13F Titleist Asset Management, Llc 0 -100,00 0
2025-08-05 13F GHP Investment Advisors, Inc. 160.166 -0,97 21.309 5,83
2025-08-19 13F National Asset Management, Inc. 1.683 -50,83 224 -51,84
2025-08-08 13F Kingsview Wealth Management, LLC 6.384 -0,67 849 6,13
2025-08-08 13F Citizens Financial Group Inc/ri 5.493 -2,33 731 4,29
2025-05-06 13F M1 Capital Management LLC 0 -100,00 0
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 15.857 -15,32 2.110 -9,52
2025-08-08 13F Financial Life Planners 0 -100,00 0
2025-07-28 13F Founders Grove Wealth Partners, Llc 8.925 -4,62 1.187 1,98
2025-08-15 13F First Heartland Consultants, Inc. 0 -100,00 0
2025-05-07 13F Spectrum Wealth Counsel, LLC 112 -89,35 14 -90,85
2025-07-28 13F Courier Capital Llc 28.163 -0,84 3.747 5,94
2025-07-22 13F Dougherty Wealth Advisers LLC 0 -100,00 0
2025-05-14 13F Legend Financial Advisors, Inc. 0 -100,00 0
2025-07-30 13F/A KPP Advisory Services LLC 2.811 -10,99 374 -5,09
2025-08-05 13F GPS Wealth Strategies Group, LLC 747 -2,73 99 4,21
2025-08-14 13F Aqr Capital Management Llc 2.496 -67,01 332 -64,72
2025-05-09 13F Geneva Capital Management Llc 0 -100,00 0
2025-07-11 13F Eagle Bay Advisors LLC 2.216 -1,51 295 5,00
2025-08-07 13F Cahill Financial Advisors Inc 1.820 -4,01 242 2,98
2025-08-12 13F Bokf, Na 43.162 -3,54 5.742 3,09
2025-07-25 13F St. Louis Trust Co 0 -100,00 0
2025-07-29 13F BKM Wealth Management, LLC 22.702 -0,29 3.020 6,56
2025-08-14 13F Hilltop Holdings Inc. 0 -100,00 0
2025-07-31 13F Sage Mountain Advisors LLC 0 -100,00 0
2025-08-07 13F Midland Wealth Advisors Llc 5.857 -7,16 779 -0,76
2025-08-11 13F Novak & Powell Financial Services, Inc. 6.138 -72,86 817 -67,76
2025-08-04 13F Atria Investments Llc 3.028 -31,32 403 -26,64
2025-08-11 13F Tidemark, LLC 1.027 -4,73 137 1,49
2025-08-11 13F One Capital Management, LLC 125.080 -59,46 16.641 -56,68
2025-07-22 13F Evensky & Katz LLC 0 -100,00 0
2025-04-08 13F Founders Capital Management 0 -100,00 0
2025-07-23 13F Beaumont Asset Management, L.L.C. 10.481 -0,55 1.394 6,25
2025-08-13 13F M Holdings Securities, Inc. 0 -100,00 0
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 178 -30,47 24 -25,81
2025-08-14 13F Ieq Capital, Llc 4.440 -47,53 591 -43,97
2025-08-01 13F Transcend Wealth Collective, Llc 7.348 -9,59 978 -3,36
2025-08-14 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.870 -25,79 249 -20,77
2025-07-09 13F Dynamic Advisor Solutions LLC 3.309 -7,18 440 -0,68
2025-05-14 13F First Wilshire Securities Management Inc 0 -100,00 0
2025-08-13 13F Everstar Asset Management, LLC 3.675 -9,82 489 -3,75
2025-05-15 13F White Knight Strategic Wealth Advisors, LLC 0 -100,00 0
2025-07-23 13F Kingswood Wealth Advisors, Llc 1.895 -1,30 252 5,44
2025-08-06 13F Commonwealth Equity Services, Llc 499.359 -0,98 66 6,45
2025-07-24 13F Blair William & Co/il 10.641 -3,29 1.416 3,36
2025-08-14 13F Becker Capital Management Inc 12.801 -0,12 1.703 6,77
2025-07-21 13F Ameritas Advisory Services, LLC 3.049 -21,50 406 -21,66
2025-07-23 13F Joel Isaacson & Co., LLC 6.546 -0,83 871 5,97
2025-05-14 13F Bedell Frazier Investment Counseling, LLC 0 -100,00 0
2025-08-15 13F Blue Edge Capital, LLC 23.008 -0,14 3.061 6,69
2025-07-25 13F Apollon Wealth Management, LLC 5.227 -18,60 695 -13,02
2025-07-30 13F Principle Wealth Partners Llc 5.157 -80,25 686 -78,90
2025-08-14 13F Warren Averett Asset Management, LLC 8.290 -4,44 1.103 2,04
2025-08-14 13F Keebeck Wealth Management, LLC 9.911 -85,01 1.319 -83,99
2025-07-21 13F Matauro, Llc 6.865 -44,38 913 -40,56
2025-07-18 13F PBMares Wealth Management LLC 0 -100,00 0
2025-08-12 13F O'shaughnessy Asset Management, Llc 747 -25,37 99 -20,16
2025-07-15 13F World Equity Group, Inc. 0 -100,00 0
2025-07-28 13F Harbour Investments, Inc. 2.094 -10,93 279 -4,79
2025-07-16 13F Highline Wealth Partners Llc 0 -100,00 0
2025-08-07 13F Atala Financial Inc 0 -100,00 0
2025-07-29 13F Stephens Inc /ar/ 6.860 -13,01 913 -7,03
2025-05-15 13F RMB Capital Management, LLC 0 -100,00 0
2025-08-13 13F Victory Financial Group, Llc 22.756 -3,76 3.027 2,85
2025-07-16 13F Paragon Capital Management Ltd 1.959 -13,47 261 -7,47
2025-08-13 13F Summit Financial, LLC 3.947 -9,20 525 -2,96
2025-08-13 13F All Terrain Financial Advisors, LLC 2.777 -0,36 369 6,65
2025-04-25 13F MidAtlantic Capital Management, Inc. 0 -100,00 0
2025-08-06 13F Quadrant Private Wealth Management, LLC 0 -100,00 0
2025-08-11 13F Regal Investment Advisors LLC 10.616 -1,77 1.412 4,98
2025-04-22 13F Jmac Enterprises Llc 0 -100,00 0
2025-05-06 13F Venturi Wealth Management, LLC 0 -100,00 0
2025-08-05 13F Code Waechter LLC 0 -100,00 0
2025-08-13 13F M&t Bank Corp 419.261 -6,13 55.779 0,31
2025-05-19 13F Game Plan Financial Advisors, LLC 0 -100,00 0
2025-07-28 13F BRYN MAWR TRUST Co 35.301 -29,94 4.696 -25,14
2025-07-25 13F Atria Wealth Solutions, Inc. 3.774 -95,43 502 -95,12
2025-04-22 13F Amarillo National Bank 0 -100,00 0 -100,00
2025-05-15 13F/A Orion Portfolio Solutions, LLC 7.038 -56,33 876 -59,83
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 0 -100,00 0
2025-08-26 13F/A Thrivent Financial For Lutherans 0 -100,00 0 -100,00
2025-08-07 13F PFG Advisors 0 -100,00 0
2025-08-14 13F UBS Group AG 1.061.907 -4,45 141.276 2,10
2025-08-08 13F Hartland & Co., LLC 7.749 -2,50 1.031 4,15
2025-07-21 13F Creative Capital Management Investments LLC 377 -6,68 50 0,00
2025-07-21 13F Sterling Investment Counsel, LLC 0 -100,00 0
2025-07-25 13F Apollon Financial, LLC 2.000 -11,11 266 -5,00
2025-08-12 13F Vickerman Investment Advisors, Inc. 4.081 -2,09 543 4,63
2025-08-14 13F CoreCap Advisors, LLC 4 -98,98 1 -100,00
2025-05-12 13F Claro Advisors LLC 0 -100,00 0
2025-08-15 13F Captrust Financial Advisors 187.379 -4,84 24.929 1,68
2025-08-14 13F Fmr Llc 1.567.873 -3,88 208.590 2,72
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 12.334 -8,19 1.641 -1,85
2025-07-24 13F IFP Advisors, Inc 86.495 -1,32 11.507 5,45
2025-08-13 13F Vertex Planning Partners, LLC 3.755 -8,30 500 -1,96
2025-04-25 13F New Wave Wealth Advisors Llc 0 -100,00 0
2025-08-06 13F Prospera Financial Services Inc 66.038 -1,12 8.787 5,66
2025-07-25 13F Lion Street Advisors, LLC 4.590 -25,00 611 -19,84
2025-07-30 13F Bogart Wealth, LLC 847 -2,53 113 3,70
2025-07-16 13F Northern Oak Wealth Management Inc 28.606 -2,57 3.806 4,10
2025-08-14 13F Jane Street Group, Llc 0 -100,00 0
2025-08-04 13F Cambridge Capital Management, Llc 0 -100,00 0 -100,00
2025-08-12 13F Vawter Financial, Ltd. 0 -100,00 0
2025-07-11 13F Sprinkle Financial Consultants LLC 3.859 -26,38 513 -21,32
2025-08-12 13F Associated Banc-corp 20.706 -5,38 2.755 1,10
2025-08-27 13F/A Brinker Capital Investments, LLC 6.150 -12,62 818 -6,62
2025-07-03 13F First Hawaiian Bank 12.301 -2,83 1.637 3,81
2025-04-24 13F Holistic Planning, LLC 0 -100,00 0
2025-07-14 13F Clayton Financial Group LLC 44.456 -7,10 5.914 -0,72
2025-08-11 13F Shoker Investment Counsel, Inc. 4.422 -5,43 588 1,03
2025-05-02 13F Sachetta, LLC 0 -100,00 0
2025-08-14 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2025-08-07 13F Private Advisory Group LLC 5.743 -1,53 764 5,23
2025-07-23 13F Tyche Wealth Partners LLC 0 -100,00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 921.071 -8,25 122.539 -1,95
2025-08-13 13F Tobias Financial Advisors, Inc. 24.571 -1,11 3.269 5,66
2025-08-04 13F Arkadios Wealth Advisors 14.180 -21,77 1.886 -16,40
2025-08-12 13F CIBC Private Wealth Group, LLC 10.898 -0,53 1.450 21,56
2025-07-29 13F Private Trust Co Na 3.347 -8,78 445 -2,41
2025-07-18 13F SOA Wealth Advisors, LLC. 49.788 -12,69 6.624 -6,71
2025-08-11 13F Citigroup Inc 14.089 -73,60 1.874 -71,79
2025-04-25 13F TBH Global Asset Management, LLC 0 -100,00 0
2025-08-13 13F StoneX Group Inc. 16.864 -10,37 2.244 -4,23
2025-07-29 13F Signature Estate & Investment Advisors Llc 3.118 -14,25 415 -8,41
2025-07-30 13F Strategic Blueprint, LLC 0 -100,00 0
2025-05-15 13F Marshall & Sterling Wealth Advisors Inc. 0 -100,00 0
2025-08-07 13F Cypress Capital Management LLC (WY) 20.023 -3,11 2.664 3,54
2025-07-15 13F RTD Financial Advisors, Inc. 99.464 -2,34 13.233 4,36
2025-08-14 13F Ruggaard & Associates LLC 8.612 -20,85 1.146 -15,44
2025-08-04 13F Spire Wealth Management 300 -17,36 40 -13,33
2025-08-06 13F Wedbush Securities Inc 2.305 -16,24 0
2025-08-06 13F Adviser Investments LLC 5.305 -0,11 706 6,66
2025-07-16 13F Falcon Wealth Planning 154.244 -0,77 20.521 6,04
2025-08-08 13F Intrua Financial, LLC 1.887 -3,48 251 3,29
2025-08-01 13F Envestnet Asset Management Inc 288.561 -4,04 38.390 2,54
2025-08-12 13F Calton & Associates, Inc. 4.275 -1,68 569 4,99
2025-08-14 13F Strive Asset Management, LLC 5.303 -70,41 706 -68,39
2025-08-05 13F Peregrine Asset Advisers, Inc. 8.382 -0,57 1.115 6,29
2025-07-28 13F Rosenberg Matthew Hamilton 364 -2,93 48 4,35
2025-08-01 13F Bessemer Group Inc 1.125 -46,43 0
2025-08-12 13F Financial Advocates Investment Management 20.249 -14,32 2.694 -8,46
2025-07-25 13F Concord Wealth Partners 477 -0,62 63 6,78
2025-08-07 13F/A Tortoise Investment Management, LLC 0 -100,00 0 -100,00
2025-08-13 13F Dana Investment Advisors, Inc. 3.338 -21,94 444 -16,54
2025-08-07 13F Runnymede Capital Advisors, Inc. 0 -100,00 0 -100,00
2025-05-12 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0 -100,00
2025-08-14 13F West Coast Financial LLC 0 -100,00 0
2025-07-14 13F GAMMA Investing LLC 19 -70,77 3 -75,00
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2025-07-25 13F Ellis Investment Partners, LLC 5.084 -3,51 676 3,05
2025-08-14 13F Alaska Permanent Fund Corp 0 -100,00 0
2025-05-07 13F Capital City Trust Co/fl 0 -100,00 0 -100,00
2025-08-05 13F Sensible Money, LLC 2.501 -0,40 333 6,41
2025-07-24 13F JNBA Financial Advisors 7.539 -1,62 1.003 5,14
2025-08-12 13F LPL Financial LLC 882.693 -0,75 117.433 6,06
2025-07-24 13F McKinley Carter Wealth Services, Inc. 10.962 -7,83 1.458 -1,49
2025-07-17 13F Tritonpoint Wealth, Llc 5.897 -13,77 785 -7,87
2025-08-14 13F Bank Of America Corp /de/ 2.019.154 -2,44 268.628 4,25
2025-07-28 13F Mutual Advisors, LLC 3.262 -49,24 443 -42,84
2025-08-06 13F Savant Capital, LLC 27.364 -22,64 3.641 -17,33
2025-08-13 13F Fisher Asset Management, LLC 0 -100,00 0
2025-04-23 13F Consolidated Portfolio Review Corp 0 -100,00 0
2025-07-23 13F Heck Capital Advisors, LLC 0 -100,00 0
2025-08-08 13F Cetera Investment Advisers 57.432 -53,31 7.641 -50,11
2025-08-14 13F Smartleaf Asset Management LLC 0 -100,00 0
2025-08-04 13F Amplius Wealth Advisors, LLC 5.083 -47,47 676 -43,85
2025-07-15 13F Graypoint LLC 0 -100,00 0
2025-07-23 13F Slow Capital, Inc. 1.691 -30,50 225 -25,83
2025-08-04 13F Quaker Wealth Management, LLC Put 0 -100,00 0 -100,00
2025-07-11 13F Farther Finance Advisors, LLC 4.443 -1,94 591 4,79
2025-07-30 13F Pacific Sun Financial Corp 24.193 -2,41 3.219 4,28
2025-07-29 13F May Barnhard Investments LLC 38.717 -2,86 5.151 3,79
2025-07-08 13F Rise Advisors, LLC 211 -42,51 28 -37,78
2025-07-17 13F Greenleaf Trust 30.630 -1,21 4.075 5,57
2025-07-29 13F Stratos Wealth Advisors, LLC 2.488 -27,78 331 -22,66
2025-07-24 13F MSH Capital Advisors LLC 19.476 -1,29 2.591 5,50
2025-04-10 13F Maltin Wealth Management, Inc. 0 -100,00 0
2025-08-01 13F Logan Capital Management Inc 592 -22,61 79 -17,89
2025-04-25 13F Financial Consulate, Inc 0 -100,00 0
2025-08-05 13F LTG Capital LLC 29.714 -5,29 3.953 1,20
2025-08-11 13F Great Lakes Advisors, Llc 2.971 -0,47 395 6,47
2025-08-06 13F Texas Yale Capital Corp. 95.246 -0,38 12.672 6,45
2025-05-13 13F Spreng Capital Management, Inc. 0 -100,00 0
2025-03-21 13F Prostatis Group LLC 0 -100,00 0
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 44.706 -60,53 5.948 -57,82
2025-08-13 13F Quadrant Capital Group Llc 0 -100,00 0
2025-07-21 13F Rainey & Randall Investment Management Inc. 2.265 -1,91 301 4,88
2025-08-12 13F Jpmorgan Chase & Co 414.594 -5,87 55.158 0,59
2025-08-11 13F HighTower Advisors, LLC 344.820 -4,72 45.875 1,82
2025-04-02 13F/A Industrial Alliance Investment Management Inc. 0 -100,00 0
2025-07-29 13F Dumont & Blake Investment Advisors Llc 35.792 -1,02 4.762 5,75
2025-05-05 13F Nwam Llc 0 -100,00 0
2025-05-15 13F Glenmede Trust Co Na 358.709 -1,96 44.659 -9,83
2025-07-08 13F Atlas Brown,Inc. 2.583 -2,93 344 3,63
2025-08-08 13F Renasant Bank 7.824 -4,68 1.041 1,86
2025-07-23 13F Charter Trust Co 1.696 -2,70 226 3,69
2025-08-05 13F Mission Wealth Management, Lp 9.887 -13,46 1.315 -7,52
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100,00 0
2025-07-30 13F Rehmann Capital Advisory Group 4.443 -1,16 591 5,72
2025-08-11 13F Lake Street Financial Llc 62.292 -0,61 8.287 6,22
2025-08-06 13F Forbes Financial Planning, Inc. 4.583 -24,25 610 -19,12
2025-07-30 13F Patten Group, Inc. 4.556 -16,51 606 -10,75
2025-04-17 13F Brighton Jones Llc 0 -100,00 0
2025-07-23 13F First Merchants Corp 16.165 -3,61 2.151 3,02
2025-08-12 13F PKS Advisory Services, LLC 6.015 -3,48 800 3,23
2025-07-29 13F Regions Financial Corp 48.502 -9,29 6.453 -3,08
2025-08-05 13F Trail Ridge Investment Advisors, LLC 20.672 -2,99 2.764 4,15
2025-07-31 13F Nilsine Partners, LLC 2.579 -15,02 343 -9,02
2025-07-30 13F Whittier Trust Co 10.291 -1,05 1.369 5,80
2025-05-14 13F Heritage Financial Services, LLC 0 -100,00 0
2025-08-06 13F True Wealth Design, LLC 221 -7,92 29 0,00
2025-08-14 13F Bnp Paribas Arbitrage, Sa 0 -100,00 0
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 2.234 -1,50 297 5,32
2025-07-17 13F Alpine Bank Wealth Management 1.422 -12,33 189 -5,97
2025-04-16 13F Destiny Capital Corp/CO 0 -100,00 0
2025-08-12 13F Asset Management Group, Inc. 37.329 -0,54 4.966 6,29
2025-07-25 13F Hazlett, Burt & Watson, Inc. 2.317 -1,19 0
2025-08-18 13F N.E.W. Advisory Services LLC 1.251 -25,45 166 -20,19
2025-04-30 13F Synergy Investment Management, LLC 0 -100,00 0
2025-08-12 13F Country Trust Bank 524 -38,28 70 -34,29
2025-07-24 13F Stonebridge Financial Group, LLC 0 -100,00 0
2025-08-11 13F Western Wealth Management, LLC 4.091 -7,49 544 -1,09
2025-08-11 13F Lowe Brockenbrough & Co Inc 2.934 -0,54 390 6,27
2025-08-13 13F Cary Street Partners Financial Llc 6.837 -17,08 910 -11,40
2025-04-15 13F Noble Wealth Management PBC 0 -100,00 0
2025-08-07 13F Resources Investment Advisors, LLC. 14.378 -28,27 1.913 -23,37
2025-08-14 13F Riggs Asset Managment Co. Inc. 856 -27,76 114 -23,13
2025-08-07 13F CENTRAL TRUST Co 987 -40,97 131 -37,02
2025-05-12 13F Independent Advisor Alliance 0 -100,00 0
2025-08-15 13F Northeast Financial Consultants Inc 17.158 -5,32 2.283 1,15
2025-08-08 13F Capital Investment Advisory Services, LLC 535 -11,57 71 -5,33
2025-08-12 13F Guerra Pan Advisors, Llc 6.264 -1,86 833 4,91
2025-04-25 13F Amara Financial, Llc. 0 -100,00 0
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 149 -99,62 20 -99,61
2025-07-17 13F Venture Visionary Partners LLC 1.911 -11,40 254 -5,22
2025-07-15 13F Fifth Third Bancorp 61.125 -5,26 8.132 1,25
2025-07-16 13F Signaturefd, Llc 100 -41,18 13 -38,10
2025-08-01 13F Gwn Securities Inc. 2.398 -11,05 319 -4,78
2025-07-30 13F Avidian Wealth Solutions, LLC 3.902 -6,31 519 0,19
2025-08-14 13F Harwood Advisory Group, LLC 151 -46,26 20 -47,37
2025-08-01 13F Centerpoint Advisors, LLC 41.675 -5,31 6 0,00
2025-08-13 13F Rsm Us Wealth Management Llc 5.281 -0,70 703 6,04
2025-04-10 13F Teamwork Financial Advisors, LLC 0 -100,00 0
2025-08-11 13F Mill Creek Capital Advisors, LLC 38.742 -0,05 5.154 6,82
2025-07-31 13F Oppenheimer & Co Inc 2.829 -70,35 376 -68,32
2025-07-11 13F Thomasville National Bank 15.000 -2,43 1.996 4,23
2025-07-16 13F Essex Financial Services, Inc. 7.165 -1,05 953 5,77
2025-04-28 13F Strategic Financial Concepts, LLC 0 -100,00 0 -100,00
2025-08-14 13F Susquehanna International Group, Llp 35.675 -3,90 4.746 2,71
2025-07-11 13F Ullmann Financial Group, Inc. 17.686 -0,22 2.353 6,62
2025-07-25 13F Cwm, Llc 8.675 -0,05 1 0,00
2025-08-12 13F Steward Partners Investment Advisory, Llc 67.133 -0,08 8.931 6,78
2025-08-07 13F Parkside Financial Bank & Trust 8.566 -9,65 1.140 -3,47
2025-05-16 13F/A Kestra Investment Management, LLC 0 -100,00 0
2025-08-11 13F United Capital Financial Advisers, Llc 143.552 -2,85 19.098 3,82
2025-07-31 13F Richards, Merrill & Peterson, Inc. 7.542 -18,29 1.003 -12,71
2025-07-16 13F Newton One Investments LLC 57.471 -0,33 7.646 6,51
2025-08-14 13F Mercer Global Advisors Inc /adv 25.491 -16,80 3.391 -11,09
2025-08-14 13F Acas, Llc 6.641 -1,75 933 13,09
2025-07-22 13F Coastal Investment Advisors, Inc. 0 -100,00 0
2025-07-30 13F Brookstone Capital Management 9.607 -14,78 1.278 -8,91
2025-08-14 13F Great Valley Advisor Group, Inc. 5.368 -6,40 714 -0,14
2025-07-28 13F Duncker Streett & Co Inc 1.083 -19,54 144 -13,77
2025-05-13 13F Quadrature Capital Ltd 0 -100,00 0
2025-08-11 13F CFS Investment Advisory Services, LLC 1.976 -1,25 0
2025-07-17 13F Smith Anglin Financial, LLC 20.140 -0,69 2.679 6,14
2025-08-13 13F Azimuth Capital Investment Management LLC 42.470 -12,68 5.650 -6,69
2025-04-11 13F Congress Asset Management Co /ma 0 -100,00 0
2025-07-30 13F Paragon Advisors, LLC 4.327 -4,82 576 1,59
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