SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF - Institutionelles Eigentümerschaft, Käufer

Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
US ˙ ARCA ˙ US8085243009

Institutionelles- und Fonds-Eigentümerschaft - Käufer

Zu den wichtigsten Inhabern, die neue Positionen in Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF eröffnet haben, gehören TSG Advice Partners, LLC, Southern Michigan Bank & Trust, Summitpoint Capital Management, Cpwa, Llc, Anchor Capital Advisors Llc, Stillwater Private Wealth, LLC, Downshift Financial, LLC, Macro Advisors, Inc., Andrews Advisory Associates, LLC, Tiaa-cref Individual & Institutional Services, Llc, Hgk Asset Management Inc, Integrity Wealth Partners, LLC, Vantus Wealth LLC, Resolute Wealth Advisor, Inc., Ascent Wealth Partners, LLC, Spartan Wealth Advisory Services LLC, Immaculate Wealth Management LLC, Baer Investment Advisory LLC, Tower Bridge Advisors, und Archvest Wealth Advisors, Inc. .

Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.

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Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)
Aktien Δ Aktien
(%)
Gemeldeter
Wert
($1000)
Δ Wert
(%)
Port Alloc
(%)
2026-05-15 13F Windsor Advisory Group, LLC 37.235 57,48 1.085 40,60
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 2.314 67
2026-04-21 13F GHP Investment Advisors, Inc. 1.462.216 0,51 42.594 -10,24
2026-04-21 13F Maridea Wealth Management LLC 347.320 2,96 10.117 -8,05
2026-02-17 13F SageView Advisory Group, LLC 51.496 4,07 1.680 6,33
2026-04-20 13F CWA Asset Management Group, LLC 10.258 48,80 299 33,04
2026-05-21 13F/A J. Derek Lewis & Associates Inc. 99.683 1,42 2.904 -9,45
2026-05-04 13F Retirement Planning Group 367.237 70,54 10.698 52,29
2026-05-12 13F Daybright Advisory Services, Inc. 207.697 0,51 6.050 -10,24
2026-05-12 13F Cloud Capital Management, LLC 46.368 1,71 1 0,00
2026-04-22 13F Motco 8.991 1.543,69 262 1.435,29
2026-04-21 13F Grimes & Company, Inc. 11.788 7,62 343 -3,92
2026-04-15 13F Founders Grove Wealth Partners, Llc 15.285 0,75 445 -9,92
2026-04-28 13F Tempus Wealth Planning, LLC 125.033 1,77 3.642 -9,11
2026-04-30 13F Csenge Advisory Group 242.855 5,33 7.074 -5,94
2026-06-03 13F Stillwater Private Wealth, LLC 131.601 4
2026-04-28 13F Fortitude Advisory Group L.L.C. 31.242 0,65 910 -10,08
2026-05-05 13F Schwallier Wealth Management LLC 660.428 8,57 19.238 -1,16
2026-05-04 13F Bleakley Financial Group, LLC 1.847.663 4,03 53.822 -7,10
2026-05-13 13F Kingdom Financial Group LLC. 1.879 24,77 55 10,20
2026-04-27 13F Koshinski Asset Management, Inc. 2.129.978 1,13 62.046 -9,69
2026-05-15 13F Smartleaf Asset Management LLC 317.627 5,54 8.925 -9,79
2026-05-05 13F Prosperity Consulting Group, LLC 23.291 0,09 678 -10,67
2026-04-08 13F Cadent Capital Advisors, LLC 33.420 89,86 974 69,51
2026-04-22 13F Stone Point Wealth LLC 21.661 89,28 631 68,90
2026-05-15 13F Huntington National Bank 187 0,54
2026-04-27 13F Certior Financial Group, Llc 371.318 7,15 10.816 -4,32
2026-04-17 13F Bell Investment Advisors, Inc 5.589 7,40 163 -4,14
2026-04-29 13F/A Salem Investment Counselors Inc 14.197 49,32 414 33,23
2026-05-01 13F Avion Wealth 25.348 1.820,30 1
2026-05-15 13F AlphaCore Capital LLC 80.296 1,37 2.339 -9,45
2026-04-14 13F Heirloom Wealth Management 130.863 36,95 3.812 22,30
2026-05-14 13F Johnson Financial Group, LLC 191.790 267,60 5.587 228,40
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 7.999 9,05 233 -2,51
2026-05-01 13F Advisors Capital Management, LLC 976.312 42,11 28.440 26,90
2026-05-12 13F Vaughan David Investments Inc/il 9.707 0,09 0
2026-02-12 13F Litman Gregory Asset Management LLC 216 7
2026-05-12 13F Focused Alpha, Llc 80.938 2,39 2.358 -8,57
2026-05-05 13F Plante Moran Financial Advisors, LLC 27.345 37,69 797 23,03
2026-04-13 13F Reston Wealth Management Llc 71.659 1,09 2.087 -9,73
2026-04-28 13F Berger Financial Group, Inc 2.597.718 13,17 75.672 1,06
2026-04-14 13F West Branch Capital LLC 14.878 0,08 433 -10,54
2026-04-07 13F CoreCap Advisors, LLC 271.067 0,61 7.895 -10,16
2026-05-12 13F Ausdal Financial Partners, Inc. 1.404.940 1,32 40.926 -9,52
2026-04-21 13F Next Level Wealth Planning, LLC 462.475 2,42 13.472 -8,54
2026-05-12 13F Turning Point Benefit Group, Inc. 20.647 84,00 493 34,43
2026-05-01 13F Holistic Planning, LLC 31.555 15,70 919 3,37
2026-05-14 13F Allworth Financial LP 1.010.597 4,00 29.439 -7,12
2026-04-23 13F Seek First Inc. 732.093 4,00 21.326 -7,13
2026-04-21 13F Compass Advisory Group LLC 681.075 293,54 19.840 251,44
2026-04-07 13F Mb, Levis & Associates, Llc 4.032 0,12 117 -10,69
2026-04-06 13F CX Institutional 243.353 19,72 7 16,67
2026-04-15 13F Bright Futures Wealth Management, LLC. 10.084 8,21 294 -3,30
2026-04-16 13F Roble, Belko & Company, Inc 1.554 0,84 0
2026-05-08 13F Joseph Group Capital Management 118.705 2,16 3.458 -8,79
2026-05-16 13F Sunbelt Securities, Inc. 744.512 2,41 21.688 -8,55
2026-05-06 13F Private Wealth Asset Management, LLC 23.345 0,00 680 -10,64
2026-05-11 13F Elevation Wealth Management LLC 29.638 74,73 863 56,06
2026-05-12 13F Werba Rubin Papier Wealth Management 85.541 4,97 2.492 -6,28
2026-05-14 13F Missouri Trust & Investment Co 35.031 13,08 1.020 0,99
2026-04-09 13F Peterson Wealth Advisors, LLC 35.598 2,06 1.037 -8,88
2026-05-11 13F Delta Asset Management Llc/tn 17.243 14,54 502 2,24
2026-05-07 13F Scarborough Advisors, LLC 1.810 53
2026-05-05 13F Soundwatch Capital LLC 25.342 0,63 738 -10,11
2026-05-15 13F Advisory Services Network, LLC 553.365 6,73 16.120 -4,69
2026-04-27 13F Mosley Wealth Management 504 16
2026-04-28 13F Winthrop Capital Management, LLC 154.591 0,00 5 -20,00
2026-05-11 13F Integrity Advisory Solutions, LLC 40.740 12,91 1.187 0,76
2026-05-04 13F Souders Financial Advisors 686.618 1,96 20.001 -8,95
2026-05-12 13F Ally Invest Advisors Inc. 917.392 2,95 26.724 -8,07
2026-04-17 13F Capital Wealth Management, Llc 532.783 394,23 15.520 341,38
2026-04-10 13F Abound Wealth Management 3.770 96,25 110 75,81
2026-05-15 13F Westbourne Investments, Inc. 80.353 2,32 2.341 -8,74
2026-04-28 13F Clay Northam Wealth Management, LLC 483.898 0,46 14.096 -10,29
2026-05-11 13F Blue Bell Private Wealth Management, Llc 72.092 3,18 2.100 -7,85
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 19.847 39,61 578 24,84
2026-04-15 13F Signature Estate & Investment Advisors Llc 96.208 4,79 2.803 -6,41
2026-04-28 13F Fortis Capital Advisors, LLC 1.042.576 0,91 30.370 -9,88
2026-05-15 13F Alliancebernstein L.p. 32.416 1.057
2026-04-24 13F TSG Advice Partners, LLC 1.631.361 47.522
2026-04-22 13F Asset Allocation Strategies LLC 425.210 4,03 12.386 -7,10
2026-05-14 13F Rockefeller Capital Management L.P. 460.404 25,90 13.412 12,43
2026-04-16 13F Johnson Bixby & Associates, LLC 9.034 263
2026-04-22 13F Traphagen Investment Advisors Llc 13.130 2,46 382 -8,61
2026-04-24 13F KC Investment Advisors, LLC 34.148 60,42 995 43,23
2026-04-20 13F Fonville Wealth Management LLC 8.689 1,82 253 -8,99
2026-05-01 13F Patten & Patten Inc/tn 14.652 6,40 427 -5,12
2026-05-07 13F Vision Retirement, LLC 539 16
2026-05-15 13F Brown Advisory Inc 69.412 6,27 2.022 -5,12
2026-04-24 13F Bellevue Asset Management, Llc 35.212 2,98 1.026 -7,99
2026-05-15 13F Rehmann Capital Advisory Group 8.350 243
2026-04-17 13F IFC & Insurance Marketing, Inc. 10.817 11,46 315
2026-05-13 13F Cetera Investment Advisers 17.955.640 5,87 523.048 -5,46
2026-05-08 13F Elevation Capital Advisory, LLC 134.363 9,79 3.914 -1,98
2026-04-21 13F Retirement Planning Group, Llc / Ny 32.536 5,86 948 -5,49
2026-05-11 13F Investments & Financial Planning, LLC 13.391 12,66 390 0,78
2026-04-29 13F Advance Capital Management, Inc. 1.386.232 15,96 40.381 3,55
2026-04-20 13F Minichmacgregor Wealth Management, Llc 484.244 3,74 14.106 -7,36
2026-05-08 13F Macroview Investment Management Llc 212.152 0,98 6.180 -9,82
2026-05-15 13F Silver Grove Financial Group, Inc. 796 23
2026-04-24 13F Lederer & Associates Investment Counsel/ca 45.968 5,16 1 0,00
2026-04-09 13F Clarity Capital Advisors, LLC 54.965 0,04 1.601 -10,66
2026-04-28 13F Clear Retirement Advice LLC 30.108 5,35 877 -1,24
2026-04-28 13F Walkner Condon Financial Advisors LLC 9.324 2,41 272 -8,75
2026-04-24 13F Essex LLC 28.729 4,15 837 -7,01
2026-05-08 13F Summit Asset Management, LLC 1.443.974 3,21 42.063 -7,83
2026-05-14 13F Simplex Trading, Llc 1.701 50
2026-04-28 13F Kiley Juergens Wealth Management, Llc 66.962 7,73 1.951 -3,80
2026-04-28 13F Opes Wealth Management LLC 419.663 4,00 12.225 -7,13
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 722 80,50 21 61,54
2026-04-21 13F Powers Advisory Group, LLC 382.365 5,48 11.138 -5,80
2026-04-29 13F WPG Advisers, LLC 246.532 7,37 7.181 -4,11
2026-05-19 13F Western Wealth Management, LLC 254.923 396,36 7.426 343,28
2026-04-13 13F Trust Co 2.685 60,39 78 44,44
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 465.888 90,53 13.571 70,15
2026-05-13 13F AE Wealth Management LLC 394.425 12,22 11.490 0,21
2026-05-22 13F/A Summitry Llc 7.461 217
2026-04-24 13F Capital Asset Advisory Services LLC 10.100 329
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 346.743 4.318,23 10.101 526,55
2026-04-24 13F UMA Financial Services, Inc. 336 10
2026-04-16 13F Strategic Advisory Partners, Llc 4.168 121
2026-04-27 13F Beacon Advisors Holdings, Llc 51.339 0,13 1.496 -10,59
2026-05-14 13F Synergy Investment Management, LLC 1.469 43
2026-04-21 13F Trilogy Capital Inc. 15.771 34,99 459 20,47
2026-05-05 13F HighTower Advisors, LLC 8.624.426 3,05 251.230 -7,98
2026-05-29 13F Asset Dedication, LLC 142.807 11,66 4.160 -0,31
2026-05-11 13F Citigroup Inc 913.765 8,69 26.618 -2,94
2026-04-27 13F Qrg Capital Management, Inc. 12.996 42,72 379 27,27
2026-05-15 13F Steffes Financial, Ltd. 817.361 10,05 23.810 -1,73
2026-05-01 13F Evolution Advisers, Inc. 11.589 342,67 0
2026-04-28 13F Goldstein Advisors, LLC 27.789 0,45 809 -10,31
2026-05-13 13F Headlands Technologies LLC 7.410 216
2026-04-22 13F Bravera Wealth 342.470 16,40 9.976 3,95
2026-04-30 13F Simplicity Wealth,LLC 391.625 14,30 11.408 2,08
2026-04-30 13F Accredited Investors Inc. 53.928 18,28 1.571 5,58
2026-04-21 13F Fingerlakes Wealth Management, Inc. 245.760 6,28 7.159 -5,09
2026-05-04 13F Oasis Advisors, LLC 15.144.064 3.337,08 20.896 45,39
2026-04-09 13F Victrix Investment Advisors 11.084 1,99 323 -9,04
2026-04-10 13F Centurion Wealth Management LLC 7.156 208
2026-05-05 13F Almanack Investment Partners, LLC. 450.414 25,05 13.121 11,67
2026-04-13 13F Bouchey Financial Group Ltd 8.912 11,79 271 4,23
2026-04-22 13F Continuum Advisory, LLC 33.409 17,22 973 4,74
2026-04-20 13F Triangle Securities Wealth Management 21.183 25,63 617 12,18
2026-05-08 13F Valeo Financial Advisors, LLC 332.688 1,32 9.284 -10,44
2026-04-23 13F Capital Investment Counsel, LLC 11.129 9,48 324 -2,11
2026-05-07 13F Resolute Advisors LLC 23.275 0,13 678 -10,55
2026-04-08 13F Dynamic Advisor Solutions LLC 174.033 0,61 5.070 -10,16
2026-04-07 13F Farther Finance Advisors, LLC 758.106 13,38 22.296 2,22
2026-05-07 13F Facet Wealth, Inc. 1.336.716 26,10 38.939 13,06
2026-02-03 13F McCarthy Asset Management, Inc. 354.388 2,79 11.560 5,08
2026-05-06 13F Main Street Group, LTD 4.240 124
2026-04-15 13F Exchange Traded Concepts, Llc 1.771.579 0,42 51.606 -10,32
2026-05-14 13F Diversified Enterprises, LLC 148.715 0,91 4.332 -9,88
2026-05-04 13F Nadler Financial Group, Inc. 1.963.406 1,86 57.194 -9,04
2026-05-05 13F Napier Financial, LLC 2.521 73
2026-05-11 13F Wealth Dimensions Group, Ltd. 10.777 314
2026-05-15 13F Charles Schwab Investment Management Inc 43.506.074 15,26 1.267.332 2,93
2026-05-07 13F MONECO Advisors, LLC 17.034 0,01 496 -10,63
2026-05-12 13F Anchor Capital Advisors Llc 200.012 5.826
2026-05-01 13F Brightwater Advisory LLC 9.837 4,53 287 -6,54
2026-04-27 13F Exencial Wealth Advisors, Llc 266.212 5,05 7.755 -6,19
2026-04-27 13F Sound Income Strategies, LLC 5.184 634,28 152 590,91
2026-05-12 13F Cheviot Value Management, LLC 2.521 0,12 73 -9,88
2026-05-13 13F Adviser Investments LLC 193.362 21,62 5.633 8,60
2026-05-14 13F Bridgewater Advisors Inc. 7.759 0,03 266 7,69
2026-05-12 13F Crusonia Wealth Advisors LLC 7.183 14,29 209 1,95
2026-04-14 13F Prospera Financial Services Inc 94.251 15,21 2.746 2,89
2026-05-15 13F Strive Financial Group ,LLC 6.674 0,89 194 -9,77
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 51.186 1.491
2026-01-06 13F Ransom Advisory, Ltd 201 7
2026-05-04 13F Legacy Financial Group LLC 8.937 0,10 260 -6,14
2026-05-01 13F Signature Resources Capital Management, LLC 41 13,89 1 0,00
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 95.838 1,87 2.792 -9,03
2026-05-13 13F Parkside Financial Bank & Trust 109.041 1,82 3.176 -9,08
2026-05-11 13F American Money Management, LLC 11.238 0,12 327 -10,66
2026-05-15 13F Empowered Funds, LLC 48.868 9,87 1.424 -1,86
2026-05-13 13F Signature Equity Partners, LLC 28.251 17,62 823 4,98
2026-04-21 13F Aull & Monroe Investment Management Corp 7.889 7,60 230 -4,18
2026-04-29 13F CVA Family Office, LLC 433.488 7,56 12.627 -3,95
2026-04-17 13F Krilogy Financial LLC 3.734.904 7,79 120.002 6,69
2026-04-24 13F Michels Family Financial, LLC 78.789 5,18 2.295 -6,06
2026-05-12 13F Asset One Wealth Management LLC 63.093 10,22 2.040 11,12
2026-05-13 13F Triumph Capital Management 555 135,17 16 128,57
2026-04-21 13F Topsail Wealth Management, LLC 561 16
2026-04-30 13F Acorn Wealth Advisors, LLC 281.497 7,21 8.200 -4,25
2026-04-07 13F Pathway Financial Advisors LLC 16.892 0,02 497 -10,47
2026-04-07 13F Howard Financial Services, Ltd. 712.988 9,93 20.769 -1,83
2026-05-04 13F Cfo Capital Management Llc 24.917 19,03 726 6,30
2026-04-24 13F Financial Life Planners 251 7
2026-04-13 13F Accelerate Investment Advisors LLC 10.019 2,29 292 -8,78
2026-04-17 13F/A Founders Financial Securities Llc 211.471 0,01 6.439 -6,64
2026-04-15 13F Trust Co Of Toledo Na /oh/ 12.492 4,10 364 -7,16
2026-05-01 13F Triton Wealth Management, PLLC 1.506.784 0,77 44.518 -4,97
2026-05-11 13F CAPROCK Group, Inc. 21.149 31,99 616 18,01
2026-05-08 13F Russell Investments Group, Ltd. 109.057 0,01 3.177 -10,71
2026-05-13 13F BCJ Capital Management, LLC 173.916 1,88 5.066 -9,02
2026-05-13 13F Cpwa, Llc 261.433 8.923
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 1 0
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 308.490 3,81 8.986 -7,44
2026-05-15 13F Everest Financial Group LLC 332.460 33,07 9.685 18,84
2026-04-14 13F Wealthcare Advisory Partners LLC 497.883 1,24 14.503 -9,59
2026-05-09 13F MSH Capital Advisors LLC 317.714 0,65 9.255 -10,12
2026-05-15 13F Inspire Advisors, LLC 45.999 122,53 1.340 98,66
2026-05-15 13F Mcdonald Partners Llc 8.405 4,74 245 -6,51
2026-02-12 13F Planning Project LLC 3.055 100
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 81.897 7,54 2.386 -3,99
2026-05-08 13F Pinnacle Holdings, LLC 2.068 60
2026-05-08 13F Resources Investment Advisors, LLC. 7.482.295 4,38 217.959 -6,79
2026-05-14 13F Andrews Advisory Associates, LLC 55.896 1.628
2026-05-14 13F We Are One Seven, LLC 916.903 0,26 26.709 -10,47
2026-05-14 13F Harvest Investment Services, LLC 10.437 1,10 304 -9,52
2026-04-22 13F Red Door Wealth Management, LLC 14.616 0,05 426 -10,71
2026-05-11 13F Fourth Dimension Wealth, LLC 8.548 1,74 249 -9,12
2026-04-09 13F Avenue 1 Advisors, LLC 1.350.873 2,52 39.351 -8,45
2026-05-15 13F Jones Financial Companies Lllp 1.399.455 28,05 39.454 10,67
2026-04-10 13F Piscataqua Savings Bank 6.334 185
2026-05-14 13F LifePlan Investment Advisors, Inc. 118.155 4,83 3.442 -6,39
2026-04-27 13F TCI Wealth Advisors, Inc. 28.567 1,06 832 -9,76
2026-05-01 13F Symphony Financial, Ltd. Co. 29.805 11,52 853 -2,85
2026-05-12 13F Dearborn Partners Llc 14.450 80,62 421 61,54
2026-04-28 13F Stephens Inc /ar/ 32.303 3,19 941 -7,84
2026-04-23 13F Columbia Advisory Partners Llc 32.639 88,28 951 68,14
2026-04-27 13F FSM Wealth Advisors, LLC 632.887 33,63 18.436 19,33
2026-05-15 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.307 38
2026-05-08 13F Wealthedge Investment Advisors, Llc 181.270 8,64 5.280 -2,99
2026-04-15 13F Valley National Advisers Inc 1.062.326 6,45 31 -6,25
2026-04-01 13F Burkett Financial Services, Llc 1.632.528 2,06 47.556 -8,86
2026-05-14 13F StoneX Group Inc. 51.782 49,90 1.508 33,45
2026-05-05 13F One Day In July LLC 16.536 482
2026-05-12 13F Jane Street Group, Llc Call 162.400 41,96 4.731 26,78
2026-05-12 13F Advyzon Investment Management, LLC 133.353 4,66 3.885 -6,54
2026-05-12 13F Jane Street Group, Llc Put 36.400 4,60 1.060 -6,61
2026-05-12 13F Jane Street Group, Llc 643.461 702,76 18.744 617,06
2026-04-10 13F Insight Wealth Strategies, LLC 7.896 0,03 230 -10,51
2026-04-24 13F Midwest Capital Advisors, LLC 1.291.337 63,60 37.617 46,10
2026-05-14 13F Horizon Investments, LLC 124 100,00 4 50,00
2026-04-08 13F Birchbrook, Inc. 92.063 2,70 2.682 -8,31
2026-04-27 13F USAdvisors Wealth Management, LLC 624.511 5,83 18 -10,53
2026-05-15 13F Beacon Pointe Advisors, LLC 6.701.110 84,12 195.203 64,42
2026-04-23 13F First Pacific Financial 45.714 41,00 1.332 25,92
2026-05-15 13F Fmr Llc 594.175 14,66 17.308 2,39
2026-04-29 13F FIDELIS iM, LLC 320.056 25,00 9.323 11,63
2026-05-14 13F Financial Engines Advisors L.L.C. 34.105.277 0,36 993.487 -10,38
2026-04-20 13F Leeward Financial Partners, LLC 402.761 0,15 11.732 -10,57
2026-04-08 13F Community Financial Services Group, LLC 1.368 40
2026-05-06 13F Tyche Wealth Partners LLC 126.703 18,60 3.691 5,91
2026-05-04 13F Bridges Investment Management Inc 11.085 323
2026-04-30 13F BRYN MAWR TRUST Co 118 3
2026-05-14 13F Capital Analysts, Inc. 53.992 13,60 2 0,00
2026-04-15 13F Optivise Advisory Services LLC 48.770 3,42 1.421 -7,67
2026-04-24 13F Courage Miller Partners, LLC 275.524 0,57 8.026 -10,18
2026-04-21 13F Falcon Wealth Planning 14.305 8,08 417 -3,48
2026-04-17 13F First National Bank Sioux Falls 283.851 4,44 9.120 2,88
2026-04-24 13F Root Financial Partners, LLC 28.212 48,26 822 32,42
2026-04-16 13F Toth Financial Advisory Corp 3.276 0,24 95 -10,38
2026-04-22 13F Princeton Global Asset Management LLC 18.703 0,04 545 -10,67
2026-05-15 13F United Capital Financial Advisers, Llc 2.907.132 2,08 84.685 -8,84
2026-05-05 13F Paradigm Capital Management, LLC/NV 53.407 1,99 2 0,00
2026-04-09 13F Teamwork Financial Advisors, LLC 11.104 1,80 323 -9,01
2026-04-20 13F MBM Wealth Consultants, LLC 1.653 48
2026-05-08 13F New England Private Wealth Advisors LLC 60.662 0,01 1.767 -10,67
2026-05-11 13F POM Investment Strategies, LLC 100 3
2026-04-21 13F Hidden Cove Wealth Management, LLC 29.459 7,70 858 -3,81
2026-04-29 13F/A True Link Financial Advisors, LLC 512 15
2026-04-17 13F Total Clarity Wealth Management, Inc. 36.391 16,27 1.060 3,82
2026-05-05 13F Milestone Investment Advisors LLC 1.022.063 0,75 29.773 -10,02
2026-05-05 13F Philadelphia Investment Partners, LLC 888 26
2026-02-09 13F Financial Advisory Corp /ut/ /adv 668.849 8,76 22 10,53
2026-05-06 13F Cornerstone Planning Group LLC 132.091 4.405,15 4.388 4.518,95
2026-05-06 13F Sentinus, LLC 68.530 5,03 1.996 -6,20
2026-05-05 13F Black Diamond Financial, LLC 1.260.173 7,57 36.709 -3,94
2026-05-01 13F Hohimer Wealth Management, Llc 18.540 540
2026-05-01 13F FLC Capital Advisors 1.146.145 4,60 33.387 -6,59
2026-04-24 13F GPM Growth Investors, Inc. 395.795 1,41 11.530 -9,44
2026-04-13 13F Nvest Wealth Strategies, Inc. 609.120 3,66 17.744 -7,43
2026-05-06 13F LPL Financial LLC 37.283.856 9,12 1.086.079 -2,55
2026-04-21 13F Systelligence, LLC 509.891 14.853
2026-05-15 13F Aqr Capital Management Llc 950.518 50,51 27.689 34,41
2026-04-09 13F OFS Enterprise LLC 12.345 360
2026-04-15 13F Redhawk Wealth Advisors, Inc. 526.013 10,18 15.323 -1,61
2026-04-21 13F Founders Capital Management 1.454 1,25 42 -8,70
2026-05-13 13F Carter Financial, LLC 11.834 345
2026-04-20 13F Boyd Wealth Management, LLC 155.384 1,84 4.526 -9,06
2026-05-05 13F Evergreen Advisors, LLC 725 21
2026-04-20 13F Investment Research & Advisory Group, Inc. 616 0,65 18 -10,53
2026-05-13 13F O'shaughnessy Asset Management, Llc 162.649 8,28 4.738 -3,33
2026-02-11 13F Parallel Advisors, LLC 95.181 384,11 3.105 395,06
2026-04-08 13F Ccg Wealth Management, Llc 13.347 7,54 389 -3,96
2026-04-30 13F Donaldson Capital Management, Llc 848.721 22,05 24.723 8,99
2026-05-07 13F Avidian Wealth Solutions, LLC 106.079 57,89 3.090 41,03
2026-04-28 13F Howe & Rusling Inc 864 12,50 25 0,00
2026-05-15 13F Briggs Wealth Management, Inc 16.954 494
2026-04-15 13F Retireful, LLC 11.899 361
2026-05-15 13F Destination Wealth Management 68.570 11,53 1.997 -0,40
2026-05-05 13F Woodmont Investment Counsel Llc 43.891 1,09 1.279 -9,75
2026-05-15 13F Painted Porch Advisors LLC 11.744 0,82 342 -9,76
2026-04-13 13F Mitchell Sinkler & Starr/pa 22.882 5,32 667 -5,93
2026-04-24 13F James Investment Research Inc 88.341 16,81 2.573 4,30
2026-05-26 13F Summit Financial Wealth Advisors, LLC 110.461 5,66 3.218 -5,66
2026-04-03 13F Investors Research Corp 62.395 4,37 1.818 -6,82
2026-05-15 13F Mission Wealth Management, Lp 38.246 0,44 1.114 -10,31
2026-05-14 13F Pennington Partners & Co., Llc 8.754 255
2026-04-23 13F Marquette Asset Management, LLC 4.266.763 0,53 124.291 -10,22
2026-04-14 13F Kozak & Associates, Inc. 2.284 0,13 71 -5,41
2026-02-05 13F Tucker Asset Management Llc 5.830 115,29 190 120,93
2026-04-20 13F Focused Wealth Management, Inc 18.833 0,75 549 -10,02
2026-04-14 13F Affiance Financial, LLC 15.760 0,99 459 -9,82
2026-04-23 13F Game Plan Financial Advisors, LLC 246.663 107,21 7.185 124,32
2026-05-07 13F True North Advisors, LLC 51.760 5,76 1.508 -5,58
2026-04-21 13F Wesbanco Bank Inc 160.831 5,19 4.685 -6,06
2026-05-11 13F Fairway Financial, LLC 342.888 0,41 9.988 -10,33
2026-05-13 13F Keystone Financial Group 50.471 1,13 1.470 -9,65
2026-05-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 7.631 6,83 222 -4,72
2026-05-14 13F Baird Financial Group, Inc. 183.833 18,29 5.355 5,64
2026-05-04 13F HBW Advisory Services LLC 365.315 16,01 10.642 3,59
2026-05-15 13F Cerity Partners LLC 3.195.653 4,25 93.631 -6,36
2026-05-13 13F River Wealth Advisors LLC 8.415 245
2026-05-04 13F Brookwood Investment Group LLC 49.242 6,93 1.434 -4,53
2026-05-14 13F Strategic Advisors LLC 74.290 1,17 2.164 -9,65
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 477.240 188,48 13.902 157,62
2026-05-15 13F/A Studio Investment Management Llc 9.836 14,52 287 2,14
2026-05-14 13F HighPoint Advisor Group LLC 21.121 1,39 615 -9,43
2026-05-08 13F McAdam, LLC 7.413.124 2,15 215.944 -8,78
2026-04-29 13F Downshift Financial, LLC 106.620 3.479
2026-01-14 13F One Wealth Management Investment & Advisory Services, LLC 27.856 9,06 909 11,41
2026-05-04 13F Optima Capital Llc 26.819 22,97 781 9,85
2026-05-14 13F Financial Advisors Network, Inc. 1.320.038 1,69 38.453 -9,19
2026-05-14 13F VestGen Advisors, LLC 96.886 646,43 3.301 680,14
2026-05-14 13F Milestone Asset Management Group, LLC 155.047 0,14 4.517 -10,57
2026-04-16 13F Whitener Capital Management, Inc. 67.988 10,42 1.980 -1,39
2026-05-13 13F Principal Securities, Inc. 1.474.680 8,50 42.957 -3,10
2026-04-20 13F Sowell Financial Services LLC 56.880 29,72 1.657 15,80
2026-04-08 13F Accel Wealth Management 411.190 0,92 11.978 -9,89
2026-05-08 13F Coldstream Capital Management Inc 364.977 11,16 10.632 -0,74
2026-04-15 13F Tenzing Financial LLC 251.240 0,88 7.776 -4,30
2026-04-21 13F Sunpointe, LLC 35.892 52,82 1.046 36,42
2026-05-01 13F Coordinated Financial Services, Inc. 12.773 1,20 372 -9,49
2026-01-27 13F Meritage Portfolio Management 22.753 15,94 742 18,53
2026-04-29 13F Schmidt P J Investment Management Inc 126.587 10,18 3.687 -1,60
2026-04-22 13F Clear Creek Financial Management, LLC 82.953 8,10 2.416 -3,48
2026-04-17 13F Weaver Capital Management LLC Put 93 -10,58
2026-05-07 13F VisionPoint Advisory Group, LLC 10.543 3,98 307 -6,97
2026-02-03 13F Alpha Cubed Investments, LLC 18.869 35,81 615 38,83
2026-04-22 13F Gemmer Asset Management LLC 3.072.993 13,72 89.516 1,55
2026-05-13 13F American Financial Advisors, LLC 21.224 14,14 618 1,98
2026-04-24 13F MOR Wealth Management, LLC 865.998 0,23 25.227 -10,49
2026-04-16 13F Allegheny Financial Group LTD 668.061 2,98 19.461 -8,04
2026-04-28 13F Mokosak Advisory Group, LLC 1.190.628 1,08 34.691 -9,72
2026-02-18 13F Financial Advisory Service, Inc. 373.683 0,05 12.190 2,27
2026-04-15 13F Ami Investment Management Inc 375.933 32,88 10.951 18,66
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 108.045 2,53 3.147 -8,44
2026-04-24 13F Lynx Investment Advisory 15.549 9,45 453 -2,38
2026-04-07 13F Bulwark Capital Corp 39.597 16,22 1.153 3,78
2026-04-15 13F Apex Wealth Management, LLC 319.126 76,47 9.296 58,85
2026-05-13 13F Ascension Capital Advisors, Inc. 13.503 21,26 393 8,26
2026-05-14 13F Mill Creek Capital Advisors, LLC 199.485 0,03 5.811 -10,68
2026-05-11 13F Capital Square, LLC 42.342 6,54 1.394 7,48
2026-05-11 13F Wells Fargo & Company/mn 8.618.176 27,04 251.047 13,45
2026-04-17 13F HHM Wealth Advisors, LLC 3.594.993 3,22 104.722 -7,82
2026-04-08 13F Warner Financial, Inc 301.188 0,58 8.774 97.388,89
2026-05-11 13F Blueprint Financial Advisors LLC 31.668 0,42 922 -10,31
2026-05-14 13F Van Hulzen Asset Management, LLC 17.873 0,10 521 -10,65
2026-05-12 13F TD Waterhouse Canada Inc. 800 24
2026-04-27 13F DB Fitzpatrick & Co, Inc 187 32,62 5 25,00
2026-04-15 13F Activest Wealth Management 750 0,27 22 -12,50
2026-05-14 13F Level Four Advisory Services, Llc 10.040 292
2026-04-28 13F Stratos Wealth Advisors, LLC 758.117 3,87 22.084 -7,24
2026-04-30 13F Kestra Advisory Services, LLC 2.375.619 12,43 69.202 0,40
2026-02-11 13F Group One Trading, L.p. 29.050 99,37 948 104,09
2026-04-23 13F Glass Jacobson Investment Advisors llc 14.065 208,38 410 176,35
2026-04-17 13F Signal Advisors Wealth, LLC 42.494 1,21 1.238 -9,64
2026-05-01 13F Diversify Wealth Management, Llc 229.193 34,19 7.495 33,77
2026-05-08 13F Cypress Capital Management LLC (WY) 8.246 1,51 240 -9,09
2026-04-27 13F Evolution Wealth Management Inc. 2.478 24,65 72 12,50
2026-05-11 13F TD Capital Management LLC 4.923 0,14 143 -10,62
2026-05-15 13F Asset Management Group, Inc. 38.362 0,13 1.117 -10,57
2026-05-12 13F Financial Network Wealth Management LLC 11.500 0
2026-04-21 13F Pallas Capital Advisors LLC 127.419 5,53 3.712 -5,76
2026-04-21 13F Piedmont Capital Management, LLC/NC 125.422 4,94 3.654 -6,29
2026-04-22 13F Wilkins Miller Wealth Management, LLC 299.870 1,05 8.735 -9,76
2026-04-14 13F Valicenti Advisory Services Inc 18.816 0,34 1
2026-04-29 13F Capital Planning LLC 906.338 14,88 26.402 2,97
2026-05-11 13F Tulsa Wealth Advisors, INC 7.055 205
2026-04-22 13F Uniting Wealth Partners, LLC 178.752 25,94 5.207 12,49
2026-05-15 13F Qube Research & Technologies Ltd 7.725 68,23 225 51,01
2026-05-05 13F Kickstand Ventures, Llc. 292.837 4,63 8.530 -6,56
2026-05-05 13F Cullen/frost Bankers, Inc. 36.954 2,72 1.076 -8,27
2026-05-18 13F Cassady Wealth & Retirement Planning, LLC 189.783 2,95 6.246 3,86
2026-04-14 13F Beacon Investment Advisory Services, Inc. 4.268 124
2026-05-15 13F Equitable Holdings, Inc. 726.796 13,74 23.707 13,74
2026-05-11 13F Womack Financial LLC 363.559 0,98 10.590 -9,82
2026-05-13 13F Goepper Burkhardt LLC 1.400.063 1,84 40.784 -9,05
2026-05-15 13F/A Independent Financial Group, Llc 446.342 6,49 13.002 -4,91
2026-05-14 13F Traynor Capital Management, Inc. 28.696 40,74 806 21,20
2026-02-17 13F Snowden Capital Advisors LLC 80.720 9,80 2.633 12,28
2026-04-21 13F MBE Wealth Management, LLC 22.154 0,01 645 -10,66
2026-05-14 13F RMG Wealth Management LLC 5.413.826 228.621,00 184.774 288.607,81
2026-04-13 13F BKA Wealth Consulting, Inc. 17.098 0,13 498 -10,59
2026-04-10 13F Pure Financial Advisors, Inc. 26.633 776
2026-04-13 13F IFP Advisors, Inc 951.494 1,64 27.717 -9,23
2026-05-06 13F Quadrant Private Wealth Management, LLC 34.051 0,71 992 -10,07
2026-04-27 13F Argos Wealth Advisors, LLC 16.585 0,01 483 -10,56
2026-04-21 13F Pflug Koory, LLC 5.876 0,12 171 -10,47
2026-04-27 13F Hgk Asset Management Inc 49.466 1.441
2026-02-13 13F Pine Valley Investments Ltd Liability Co 57.438 1,36 1.874 3,60
2026-04-16 13F Polianta Ltd 313.300 9
2026-04-28 13F K2 Financial Inc. 66.168 6,85 2.174 7,36
2026-04-24 13F Cabot Wealth Management Inc 18.222 7,44 531 -4,16
2026-05-04 13F Avantax Planning Partners, Inc. 15.031.527 0,95 437.868 -9,85
2026-05-01 13F Platt Wealth Management LLC 31.426 8,83 1
2026-05-15 13F Warren Averett Asset Management, LLC 3.515.835 39,33 102.416 24,42
2026-04-03 13F First County Bank /CT/ 61.667 4,70 1.796 -6,51
2026-02-17 13F Glenmede Trust Co Na 7.840 19,15 256 55,49
2026-04-21 13F OneAscent Financial Services LLC 179.159 9,57 5.219 -2,16
2026-04-30 13F Valued Wealth Advisors LLC 870 17,25 25 4,17
2026-01-29 13F Vanguard Group Inc 21.899 76,63 714 80,76
2026-04-29 13F Latko Wealth Management, Ltd. 231.060 17,84 6.731 5,24
2026-05-07 13F Burk Holdings LLC 2.864 83
2026-04-15 13F Elser Financial Planning, Inc 32.260 0,08 939 -10,75
2026-02-06 13F Global Retirement Partners, LLC 898.757 405,86 29.317 417,15
2026-05-12 13F Richardson Capital Management LLC 1.044.762 2,46 30.434 -8,51
2026-04-20 13F Kestra Private Wealth Services, Llc 170.364 4,22 4.963 -6,94
2026-04-20 13F Independent Wealth Network Inc. 37.474 41,50 1.092 26,42
2026-05-15 13F Barnes Wealth Management Group, Inc 88.611 5,98 2.581 -5,35
2026-05-04 13F Entelevest, LLC 315.298 22,24 9.185 9,14
2026-04-10 13F Summit Financial Consulting LLC 11.064 0,55 322 -10,06
2026-04-13 13F Garrett Investment Advisors LLC 41.573 5,25 1.211 -5,98
2026-05-15 13F Clark Capital Management Group, Inc. 4.616.512 1,22 134.479 -9,61
2026-04-13 13F True Wealth Design, LLC 1.551 45
2026-05-15 13F Vestmark Advisory Solutions, Inc. 126.282 34,62 3.679 20,20
2026-05-08 13F Everett Harris & Co /ca/ 31.188 4,18 909 -6,97
2026-05-13 13F Delta Investment Management, LLC 11.276 11,99 328 0,00
2026-05-06 13F Paces Ferry Wealth Advisors, Llc 684.526 6,72 19.940 -4,69
2026-05-15 13F Northeast Financial Group, Inc. 752.372 2,39 21.924 -8,54
2026-04-29 13F Weitzel Financial Services, Inc. 8.397 8,22 246 -2,38
2026-05-01 13F Midwest Trust Co 1.796.078 1,83 52.320 -9,07
2026-05-07 13F Patrick M Sweeney & Associates, Inc 13.863 1,84 404 -9,23
2026-05-11 13F Berkshire Asset Management Llc/pa 424.873 2,73 12.377 -8,26
2026-04-29 13F Cvfg Llc 16.307 1,72 475 -9,00
2026-05-06 13F Zhang Financial LLC 17.145 0,07 499 -10,57
2026-05-05 13F D.a. Davidson & Co. 466.201 5,09 13.580 -6,15
2026-05-08 13F Pnc Financial Services Group, Inc. 122.904 4,58 3.580 -6,60
2026-04-10 13F Oxinas Partners Wealth Management LLC 103.553 0,07 3.016 -10,64
2026-04-15 13F RCW Management, LLC 265.472 1,08 7.733 -9,74
2026-04-24 13F Palouse Capital Management, Inc. 6.468 0,28 188 -10,48
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 92.279 0,08 2.688 -10,61
2026-05-13 13F Jaffetilchin Investment Partners, LLC 16.149 0,01 470 -10,65
2026-05-14 13F Hrt Financial Lp 97.107 3
2026-05-14 13F Retiremitten Financial Llc 2.959 86
2026-05-12 13F Benjamin Edwards Inc 305.265 5,01 8.895 -6,23
2026-05-13 13F Pfc Capital Group, Inc. 48 0
2026-04-27 13F Schaeffer Financial LLC 432.129 1,11 12.588 -9,71
2026-05-13 13F Natixis Advisors, L.p. 108.831 43,19 3 50,00
2026-04-13 13F Stolper Co 16.999 85,38 2
2026-05-14 13F Schneider Downs Wealth Management Advisors, LP 1.640.662 1,95 47.792 -8,96
2026-05-12 13F Rsm Us Wealth Management Llc 1.237.941 157,18 36.058 127,83
2026-05-12 13F Cannon Financial Strategists, Inc. 12.176 34,02 355 19,59
2026-05-04 13F Geneos Wealth Management Inc. 168.957 25,72 4.922 12,27
2026-04-13 13F Mather Group, Llc. 43.528.965 4,11 1.267.999 -7,03
2026-04-15 13F Curbstone Financial Management Corp 512.255 1,18 14.922 -9,65
2026-05-19 13F Orographic Financial Advisors, LLC 9.849 0
2026-04-09 13F Stewardship Concepts Financial Services Llc 279.546 3,46 8.143 -7,72
2026-04-22 13F Genesee Capital Advisors, LLC 52.423 0,16 1.527 -10,54
2026-04-17 13F Certified Advisory Corp 351.700 5,99 10.245 -5,34
2026-05-15 13F Ameriflex Group, Inc. 29.145 8,87 849 -2,75
2026-04-28 13F Nbt Bank N A /ny 26.094 40.044,62 760 -10,17
2026-04-21 13F Creative Capital Management Investments LLC 1.838 0,71 54 -10,17
2026-05-15 13F Royal Bank Of Canada 2.848.539 0,59 82.977 -10,17
2026-05-15 13F Prosperitas Financial LLC 440.302 1,67 12.826 -9,22
2026-04-07 13F Barden Capital Management, Inc. 142.232 2,08 4.143 -8,82
2026-05-11 13F Commerce Bank 41.671 60,20 1.214 43,04
2026-04-20 13F GSB Wealth Management, LLC 241.225 2,54 7.027 -8,43
2026-04-24 13F Swmg, Llc 14.795 0,58 431 -5,91
2026-04-23 13F Investment Planning Advisors, Inc. 10.522 27,79 307 14,18
2026-05-12 13F Athena Investment Management 129.336 0,81 3.768 -9,99
2026-05-06 13F Juno Financial Group LLC 434.333 5,90 12.652 -5,43
2026-05-14 13F Bernard Wealth Management Corp. 1.816 0,06 53 -11,86
2026-05-15 13F Citadel Advisors Llc Put 88.900 438,79 2.590 381,23
2026-05-13 13F Northern Capital Management, Inc. 1.761.124 1,02 51.302 -9,79
2026-05-15 13F Citadel Advisors Llc Call 139.600 20,66 4.067 7,74
2026-05-27 13F Alpha Capital Advisors Inc /adv 94.668 7,85 2.758 -4,20
2026-04-08 13F Mirador Capital Partners LP 8.511 2,67 248 -8,52
2026-05-19 13F Front Row Advisors LLC 20.982 0,01 611 -10,67
2026-04-28 13F Bogart Wealth, LLC 602.548 7,65 17.552 -3,87
2026-04-27 13F Western Reserve Capital Management, LLC 10.298 6,97 300 -4,78
2026-05-05 13F Birchwood Financial Partners, Inc. 51.789 0,05 1.509 -10,66
2026-05-15 13F CI Private Wealth, LLC 308.406 4,59 8.975 -6,71
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 11.855 0,38 345 -10,39
2026-05-11 13F Lcnb Corp 627.528 0,39 18.280 -10,35
2026-04-17 13F Kennebec Savings Bank 5.248 0,10 153 -11,11
2026-05-08 13F Aspen Wealth Strategies, LLC 503.670 3,17 14.672 -7,87
2026-04-28 13F Westbourne Investment Advisors, Inc. 235.089 4,18 6.848 -6,96
2026-05-14 13F White Lighthouse Investment Management Inc. 19.300 31,54 562 17,57
2026-05-06 13F Spartan Wealth Advisory Services LLC 27.811 810
2026-04-22 13F Seneca Financial Advisors LLC 986.830 17,48 28.746 4,92
2026-05-05 13F RFG - Bristol Wealth Advisors, LLC 160.529 20,99 4.676 8,07
2026-05-11 13F Fortis Capital Management LLC 20.008 9,95 583 -1,85
2026-05-07 13F Basepoint Wealth LLC 10.245 23,15 298 9,96
2026-04-29 13F KERR FINANCIAL PLANNING Corp 11.931 0,06 390 6,87
2026-05-14 13F Catalytic Wealth RIA, LLC 29.309 3,00 854 -8,08
2026-04-16 13F Kavar Capital Partners Group, Llc 9.896 0,05 288 -10,56
2026-04-29 13F Compass Financial Group, INC/SD 581.951 79,35 16.952 60,17
2025-12-16 13F Emergent Wealth Advisors, LLC 0 0
2026-04-15 13F Milestone Asset Management, Llc 132.068 13,15 3.847 1,05
2026-05-11 13F Savvy Advisors, Inc. 2.863.182 20,75 83.404 7,83
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 271.021 23,75 7.895 10,50
2026-05-12 13F Atlantic Union Bankshares Corp 1.994 72,94 58 56,76
2026-03-27 13F Prosperity Wealth Management, Inc. 749.659 3,67 24.454 5,98
2026-05-11 13F HBK Sorce Advisory LLC 92.870 14,10 3.169 25,12
2026-05-14 13F Empower Advisory Group, LLC 8.588 250
2026-04-09 13F Secure Asset Management, LLC 211.357 18,07 6.157 5,43
2026-05-15 13F Evergreen Wealth Solutions, LLC 76.320 7,81 2.223 -3,72
2026-05-15 13F Burns Matteson Capital Management, LLC 172.686 22,58 5.030 9,47
2026-05-15 13F Harbour Investments, Inc. 703.835 37,51 20.492 22,74
2026-05-07 13F Amara Financial, Llc. 315.916 30,94 9.203 16,93
2026-04-17 13F Discipline Wealth Solutions, LLC 7.461 217
2026-04-08 13F Canandaigua National Corp 9.936 289
2026-04-30 13F Indivisible Partners 55.805 5,18 1.626 -6,07
2026-05-15 13F/A Prepared Retirement Institute LLC 8.951 6,32 261 -5,11
2026-04-23 13F Oppenheimer Asset Management Inc. 68.102 201,18 1.984 169,06
2026-04-06 13F GAMMA Investing LLC 1.809 2.560,29 53 2.500,00
2026-05-11 13F Resolute Wealth Advisor, Inc. 30.919 901
2026-05-15 13F Cresset Asset Management, LLC 283.575 0,61 8.261 -10,16
2026-04-08 13F Wisconsin Wealth Advisors, LLC 48.066 0,86 1.400 -9,91
2026-05-15 13F Annandale Capital, LLC 17.529 0,13 1
2026-05-07 13F Rothschild Investment Llc 576 0,17 17 -11,11
2026-04-17 13F Stewardship Advisors, LLC 74.549 26,77 2.172 13,19
2026-05-06 13F Angeles Wealth Management, Llc 2.359.736 0,98 68.739 -9,82
2026-04-27 13F Revisor Wealth Management LLC 108.766 1,78 3.168 -7,88
2026-04-13 13F Kmg Fiduciary Partners, Llc 113.420 3,23 3.304 -7,81
2026-01-26 13F Liberty Capital Management, Inc. 229.546 1,45 7.488 3,70
2026-04-09 13F Thrive Wealth Management, LLC 5.317.891 8,03 154.910 -3,53
2026-04-29 13F Atlas Wealth Partners, LLC 70.111 0,97 2.042 -9,85
2026-04-13 13F Winthrop Advisory Group LLC 32.142 220,62 936 187,12
2026-04-13 13F LexAurum Advisors, LLC 81.847 5,39 2.384 -3,79
2026-05-07 13F Lowe Brockenbrough & Co Inc 1.546.872 227,60 45.060 192,56
2026-05-01 13F Citizens Financial Group Inc/ri 20.211 1,14 589 -9,68
2026-04-17 13F Boston Private Wealth Llc 20.316 0,01 592 -10,73
2026-04-28 13F Red Mountain Financial, LLC 24.538 18,42 715 5,78
2026-05-06 13F Wall Street Financial Group, Inc. 34 1
2026-05-29 13F Immaculate Wealth Management LLC 26.357 768
2026-05-13 13F Strategic Financial Concepts, LLC 41.601 1.212
2026-05-01 13F International Assets Investment Management, Llc 29.086 0,69 855 -9,24
2026-04-21 13F Nabity-Jensen Investment Management Inc 161.371 0,81 4.701 -9,98
2026-05-07 13F Santori & Peters, Inc. 93.924 1,24 2.736 -9,58
2026-05-07 13F Crewe Advisors LLC 7.699 0,01 224 -10,76
2026-05-07 13F Pacific Wealth Strategies Group, Inc. 642.994 45,55 18.730 29,98
2026-04-13 13F Thayer Financial, L.L.C. 103.845 42,64 3.025 27,42
2026-04-08 13F Lakeridge Wealth Management LLC 23.401 19,95 682 7,08
2026-04-29 13F Axxcess Wealth Management, Llc 83.473 30,45 2.432 16,48
2026-05-13 13F Argent Trust Co 13.979 0,03 407 -10,55
2026-05-04 13F SJA Financial Advisory, LLC 115.945 2,98 3.377 -8,03
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 8.989 262
2026-04-27 13F Td Private Client Wealth Llc 910.065 7,73 26.510 -3,79
2026-04-22 13F Midwest Financial Group LLC 137.123 16,62 3.994 4,15
2026-04-23 13F Pathway Financial Advisers, LLC 8.928 25,43 260 12,07
2026-04-27 13F Moran Wealth Management, LLC 35.992 30,68 1.048 16,70
2026-05-15 13F Bank Of America Corp /de/ 10.007.876 17,10 291.529 4,57
2026-05-01 13F Kaizen Financial Strategies 554.386 1,96 17.812 0,43
2026-04-24 13F Medallion Wealth Advisors, LLC 80.524 5,73 2.346 -5,60
2026-05-08 13F Bokf, Na 180 5
2026-05-11 13F Foundations Investment Advisors, LLC 568.439 17,71 16.559 5,12
2026-05-13 13F Owl Creek Wealth Partners LLC 1.718 50
2026-05-06 13F Advisortrust Partners, Llc 861 25
2026-05-13 13F Mpwm Advisory Solutions, Llc 2.503 73
2026-04-13 13F St Germain D J Co Inc 3.012 0,03 88 -11,22
2026-04-15 13F Third View Private Wealth, LLC 9.725 283
2026-05-05 13F Ackerman Capital Advisors, LLC 644.237 4,30 18.767 -6,86
2026-04-30 13F Arista Wealth Management, LLC 321.529 536,80 9.366 468,67
2026-05-05 13F Capital Investment Advisory Services, LLC 74.880 1,31 2.181 -9,50
2026-04-16 13F Diversified Trust Co 56.450 0,01 1.644 -10,70
2026-04-16 13F Ironwood Financial, llc 15.788 0,45 460 -11,22
2026-05-12 13F Moneta Group Investment Advisors Llc 6.434.196 12,29 187.428 0,28
2026-04-21 13F Merkkuri Wealth Advisors LLC 6.162 0,13 179 -10,50
2026-04-10 13F Novem Group 1.159.380 2,55 33.773 -8,42
2026-05-08 13F Private Management Group Inc 13.731 0,08 400 -10,74
2026-05-06 13F Clifford Swan Investment Counsel Llc 25.318 0,18 738 -10,56
2026-04-22 13F Janney Montgomery Scott LLC 171.654 34,20 5 25,00
2026-05-08 13F Smithfield Trust Co 85.675 4,92 2 0,00
2026-05-11 13F Great Valley Advisor Group, Inc. 205.700 21,80 5.992 8,79
2026-04-28 13F Southern Michigan Bank & Trust 1.542.593 44.936
2026-04-16 13F BridgePort Financial Solutions, LLC 150.183 2,81 4.375 -8,19
2026-05-13 13F Scotia Capital Inc. 26.065 18,07 759 5,42
2026-04-21 13F Highland Financial Advisors, LLC 106.086 22,91 3.090 9,77
2026-04-27 13F Capital Advisors Inc/ok 42.397 0,32 1.235 -10,38
2026-05-06 13F Meridian Wealth Management, LLC 876.273 2,61 25.526 -8,37
2026-05-04 13F Envestnet Asset Management Inc 64.461.584 0,21 1.877.766 -10,51
2026-05-14 13F Ieq Capital, Llc 324.210 0,11 9.444 -10,60
2026-04-15 13F Code Waechter LLC 592.508 7,68 17.260 -3,84
2026-05-13 13F Caitlin John, LLC 2.099 11,65 61 0,00
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 108.128 1,29 3.150 -9,56
2026-04-17 13F United Advisor Group, LLC 236.186 178,91 6.880 149,09
2026-05-06 13F IMA Wealth, Inc. 228.148 7,38 6.646 -4,11
2026-05-01 13F Persium Advisors, LLC 811.239 3,14 23.631 -7,89
2026-04-30 13F KLCM Advisors, Inc. 46.592 15,15 1.357 2,88
2026-04-20 13F Threadgill Financial, Llc 353.427 5.417,99 10.295 4.622,48
2026-05-08 13F Vanguard Advisers Inc 18.544 540
2026-05-08 13F Zions Bancorporation, National Association /ut/ 2.007 58
2026-04-16 13F Quotient Wealth Partners, LLC 179.845 45,19 5.239 29,65
2026-05-08 13F Core Wealth Partners LLC 27.587 27,28 804 13,58
2026-04-21 13F RCS Financial Planning, LLC 30.002 85,31 874 65,34
2026-05-12 13F/A Panoramic Investment Advisors, Llc 178.311 0,23 5.194 -10,49
2026-04-20 13F Tranquility Partners, LLC 16.778 2,15 489 -8,79
2026-04-27 13F PFG Investments, LLC 8.779 42,93 256 27,50
2026-05-07 13F Summitpoint Capital Management 377.469 12.313
2026-05-04 13F Glassman Wealth Services 17.241 6,54 502 -4,74
2026-05-15 13F Summit Financial, LLC 938.366 18,34 27.335 5,68
2026-04-08 13F Lpwm Llc 7.761 226
2026-04-14 13F Juncture Wealth Strategies, Llc 61.053 115,10 1.778 92,22
2026-05-05 13F Beaumont Financial Advisors, LLC 72.061 0,11 2.099 -10,60
2026-04-22 13F Rainey & Randall Investment Management Inc. 3.117.623 0,67 90.816 -10,10
2026-05-11 13F Per Stirling Capital Management, LLC. 401.672 2,63 11.701 -8,35
2026-05-01 13F Fifth Third Bancorp 60.613 584,43 1.766 512,85
2026-05-13 13F Archvest Wealth Advisors, Inc. 18.643 543
2026-04-28 13F Golden State Equity Partners 61.927 24,97 1.804 11,57
2026-05-01 13F Hantz Financial Services, Inc. 18.768 19,79 1
2026-05-13 13F Ubs Asset Management Americas Inc 107.747 388,89 3.139 337,05
2026-04-23 13F Oppenheimer & Co Inc 590.247 18,29 17.194 5,63
2026-04-22 13F Spire Wealth Management 96.174 9,61 2.802 -2,13
2026-03-04 13F AG Campbell Advisory, LLC 6.272 205
2026-05-01 13F Legacy Financial Strategies, LLC 2.899.431 1,63 84.460 -9,25
2026-04-15 13F Guardian Financial Partners, LLC 202.549 4,81 5.900 -6,39
2026-04-23 13F Intrua Financial, LLC 7.121 0,07 207 -10,78
2026-05-07 13F Key Capital Management, INC 208 300,00 6 500,00
2026-05-12 13F One Capital Management, LLC 486.711 16,06 14.178 3,63
2026-04-13 13F/A Sunburst Financial Group, LLC 36.864 1,52 1.074 -9,37
2026-05-06 13F Ascent Wealth Partners, LLC 28.097 818
2026-05-14 13F Betterment LLC 379.938 56,66 11 57,14
2026-05-26 13F Serenity Investment Advisors 1.070.844 11,57 36.805 17,31
2026-05-14 13F Synergy Financial Group, LTD 20.684 21,78 603 8,66
2026-04-30 13F Equitable Trust Co 6.964 203
2026-05-15 13F Mercer Global Advisors Inc /adv 1.319.737 16,24 38.444 3,80
2026-04-27 13F Albion Financial Group /ut 10.498 0,40 306 -10,56
2026-04-28 13F Belpointe Asset Management LLC 1.864.285 0,78 54.307 -10,01
2026-05-01 13F Mutual Advisors, LLC 721.158 0,90 21.007 -9,89
2026-04-15 13F Scott Capital Advisors, LLC 90.313 1,85 2.755 -4,74
2026-05-15 13F Gw Henssler & Associates Ltd 255.846 46,57 7.453 30,90
2026-04-27 13F FF Advisors,LLC 6.580 213
2026-05-13 13F Fortress Private Ledger, Llc 93.371 15,15 2.720 2,84
2026-04-20 13F Payne Capital LLC 77.124 19,14 2.247 6,40
2026-04-29 13F Cambridge Capital Management, Llc 191.069 12,71 5.566 0,63
2026-04-24 13F Prospect Financial Services LLC 71.837 18,62 2.093 5,92
2026-05-07 13F Dakota Wealth Management 174.053 1,14 5.070 -9,67
2026-04-08 13F Miracle Mile Advisors, LLC 641.756 330,26 18.694 284,25
2026-06-01 13F Foguth Wealth Management, LLC. 5.897 207
2026-05-07 13F Grandview Asset Management LLC 66.751 790,25 2.036 734,43
2026-05-11 13F Camden Capital, LLC 950.742 28,33 27.695 14,60
2026-04-14 13F Patriot Investment Management Inc. 21.445 0,23 625 -10,47
2026-04-20 13F Penobscot Wealth Management 7.673 0,13 224 -10,44
2026-04-28 13F Seascape Capital Management 11.580 0,12 0
2026-05-05 13F Blackhawk Capital Partners LLC. 26.019 8,36 758 -3,32
2026-05-05 13F Leo Wealth, LLC 590.246 2,85 17.191 -8,30
2026-04-08 13F Ehrlich Financial Group 16.753 2,45 488 -8,44
2026-05-15 13F Blueprint Investment Partners LLC 32.288 0,41 941 -10,31
2026-05-15 13F Round Rock Advisors, LLC 11.083 5,93 323 -5,57
2026-05-05 13F UBS Group AG 3.274.722 17,46 95.393 4,90
2026-04-23 13F Auctus Advisors Llc 15.502 28,56 452 14,76
2026-04-17 13F Fifth Third Wealth Advisors LLC 25.026 729
2026-04-16 13F Everstar Asset Management, LLC 16.847 0,01 491 -10,75
2026-04-27 13F Jamison Private Wealth Management, Inc. 14.316 6,15 417 -5,01
2026-05-05 13F Fisher Asset Management, LLC 58.352 97,66 1.700 76,43
2026-04-15 13F Merit Financial Group, LLC 1.802.481 4,09 52.506 -7,05
2026-05-14 13F Redwood Investment Management, Llc 7.588 0,07 0
2026-05-08 13F/A Beacon Capital Management, Inc. 702 281,52 20 233,33
2026-04-15 13F Trust Point Inc. 8.167 238
2026-05-07 13F Sagespring Wealth Partners, Llc 26.228 10,97 764 -0,91
2026-05-11 13F Sage Mountain Advisors LLC 86.053 0,01 2.507 -10,69
2026-04-21 13F Columbus Macro, LLC 106.417 1,23 3.100 -9,62
2026-05-12 13F Innovative Asset Advisors Group, LLC 151 4
2026-04-16 13F Davis Capital Management 64.706 17,28 1.885 4,72
2026-05-01 13F Granite Bay Wealth Management, LLC 15.022 0,07 438 -10,63
2026-05-12 13F Independent Advisor Alliance 747.257 312,60 21.768 268,50
2026-02-13 13F LFG Wealth Partners, LLC 8.023 262
2026-05-14 13F Marble Wealth, LLC 173.400 0,00 5.051 -10,70
2026-05-08 13F Vanguard National Trust Co 6.807 198
2026-04-22 13F Keenan, LLC 14.921 0,02 435 -10,70
2026-05-04 13F Retirement Income Solutions, Inc 62.838 2,00 1.830 -8,91
2026-05-14 13F Pinnacle Financial Partners, Inc. 185.840 0,53 5.414 -10,23
2026-05-07 13F Virtue Capital Management, LLC 8.039 0,01 226 -13,79
2026-05-14 13F Axim Planning & Wealth 6.884 201
2026-05-13 13F Financial Synergies Wealth Advisors, Inc. 1.240.245 2,06 36.128 -8,86
2026-04-21 13F Claro Advisors LLC 221.094 0,09 6.440 -10,62
2026-04-30 13F Money Concepts Capital Corp 171.621 34,20 4.999 19,85
2026-05-13 13F Bank Of Montreal /can/ 155.018 2,40 4.516 -8,57
2026-05-05 13F Newbridge Financial Services Group, Inc. 430 330,00 13 300,00
2026-05-06 13F Greenwood Gearhart Inc 47.712 107,09 1.390 84,95
2026-05-14 13F Raymond James Financial Inc 15.826.527 6,28 461.027 -5,09
2026-05-04 13F Chicago Partners Investment Group LLC 383.506 6,85 12.598 8,64
2026-05-04 13F Keeler & Nadler Financial Planning & Wealth Management 845.477 1,80 24.629 -9,09
2026-05-08 13F Truepoint, Inc. 321.112 38,95 9.354 24,09
2026-04-21 13F Gilpin Wealth Management, Llc 277 8
2026-04-27 13F Meramec Financial Planners, LLC 125.599 3,32 4.087 8,07
2026-04-16 13F SG Americas Securities, LLC 8.534 0
2026-04-09 13F Wedmont Private Capital 105.749 0,02 3.209 -7,79
2026-05-01 13F/A Lodestone Wealth Management LLC 4.799 0,27 140 -10,90
2026-05-07 13F Forum Finance Group S.A. 6.700 0
2026-04-27 13F Baer Investment Advisory LLC 24.881 725
2026-05-14 13F Gladstone Institutional Advisory LLC 149.530 2,93 4.356 -8,08
2026-05-06 13F Assetmark, Inc 2.908.879 0,26 84.736 -10,47
2026-04-27 13F Mount Yale Investment Advisors, LLC 37.799 422,88 1.101 368,51
2026-04-13 13F Massmutual Trust Co Fsb/adv 53.201 0,96 1.550 -9,84
2026-05-12 13F Ameritas Advisory Services, LLC 265.590 1,30 7.737 -9,54
2026-05-12 13F Holderness Investments Co 7.295 8,98 213 -2,75
2026-05-11 13F Madden Advisory Services, Inc. 184.679 2,97 5.380 -8,05
2026-05-12 13F Wescott Financial Advisory Group, LLC 9.786 1,22 285 -9,52
2026-04-13 13F Chesley Taft & Associates LLC 68.218 0,02 1.987 -10,66
2026-04-07 13F Crescent Sterling, Ltd. 67.663 1,75 1.971 -9,13
2026-04-17 13F Atlas Brown,Inc. 10.594 0,13 309 -10,72
2026-04-20 13F Apella Capital, LLC 117.170 9,42 3.822 9,42
2026-05-14 13F Evergreen Capital Management Llc 19.740 1,40 575 -9,45
2026-04-28 13F Altfest L J & Co Inc 25.842 0,22 753 -10,58
2026-05-01 13F Valmark Advisers, Inc. 55.272 10,89 1.610 -0,92
2026-04-06 13F Versant Capital Management, Inc 4.099 0,05 119 -10,53
2026-04-30 13F OMC Financial Services LTD 28.859 2,08 841 -8,89
2026-05-12 13F Hrc Wealth Management, Llc 2.249.354 0,06 65.524 -10,65
2026-02-10 13F Vantus Wealth LLC 33.819 1.103
2026-04-15 13F Sightline Wealth Advisors, LLC 122.347 10,60 3.564 -1,25
2026-05-12 13F Leavell Investment Management, Inc. 145.342 9,68 4.234 -2,06
2026-05-08 13F Blair William & Co/il 150.029 1,74 4.370 -9,15
2026-05-15 13F NorthRock Partners, LLC 34.059 11,93 992 0,00
2026-05-15 13F Quantinno Capital Management LP 520.220 37,17 15.154 22,50
2026-04-16 13F Clark Asset Management, LLC 25.712 102,89 749 81,11
2026-04-30 13F Costello Asset Management, INC 25.381 3,16 739 -7,86
2026-05-05 13F Wealthfront Advisers Llc 171.043 8,06 4.982 -3,51
2026-05-13 13F Lowery Thomas, Llc 732.765 3,07 21.329 -8,03
2026-04-15 13F Aspen Investment Management Inc 17.868 0,12 1
2026-04-23 13F Cornerstone Wealth Management, LLC 75.134 0,03 2.189 -10,69
2026-04-15 13F Mainsail Financial Group, LLC 377.466 7,12 10.996 -4,34
2026-04-28 13F Bfsg, Llc 115.795 7,33 3.373 -4,15
2026-05-13 13F Avestar Capital, LLC 108.510 2,63 3.161 -8,35
2026-04-01 13F Adelphi Trust Co 28.665 0,78 835 -9,92
2026-04-16 13F Capital Investment Advisors, LLC 64.648 1,76 1.883 -9,12
2026-05-07 13F Wulff, Hansen & Co. 14.515 9,38 423 -2,31
2026-04-30 13F Mosaic Family Wealth Partners, Llc 18.344 534
2026-04-20 13F BTC Capital Management, Inc. 10.688 311
2026-04-17 13F Cora Capital Advisors Llc 7.118 207
2026-04-24 13F ERn Financial, LLC 8.734 38,99 254 24,51
2026-04-15 13F LongView Wealth Management 142.757 49,37 4.498 43,02
2026-04-28 13F Stratos Wealth Partners, LTD. 430.503 5,90 12.541 -5,44
2026-05-15 13F Trexquant Investment LP 10.585 9,88 308 -1,91
2026-04-15 13F Atwood & Palmer Inc 766 0,13 22 -8,33
2026-05-05 13F MADDEN SECURITIES Corp 250.075 0,25 7.285 -10,47
2026-05-05 13F Beacon Bridge Wealth Partners, LLC 265.605 4,52 7.737 -6,66
2026-05-06 13F Crescent Grove Advisors, LLC 25.306 0,11 737 -10,56
2026-04-29 13F Skopos Labs, Inc. 23.958 89,21 698 67,55
2026-05-15 13F JT Stratford LLC 98.485 6,97 2.869 -4,50
2026-05-01 13F Richardson Financial Services Inc. 492 14
2026-04-23 13F Howard Bailey Securities, Llc 27.255 0,72 794 -10,09
2026-05-11 13F Brand Asset Management Group, Inc. 157.585 63,38 4.590 45,90
2026-05-12 13F TIAA Wealth Investment Management LLC 354 10
2026-05-14 13F Mission Creek Capital Partners, Inc. 20.549 35,08 534 26,24
2026-04-30 13F Madison Wealth Partners, Inc 138.994 4,19 4.049 -6,96
2026-05-11 13F Seeds Investor Llc 10.386 327
2026-04-20 13F Ronald Blue Trust, Inc. 19.700 3,55 574 -7,58
2026-05-08 13F Firestone Capital Management 12.530 1,33 365 -9,43
2026-04-10 13F Lwm Advisors Inc 9.790 0,02 285 -10,66
2026-05-01 13F Sachetta, LLC 60.577 0,67 1.765 -10,09
2026-05-11 13F Rossby Financial, LCC 187.733 8.206,77 5.521 7.463,01
2026-05-13 13F Hudock, Inc. 12.515 0,02 365 -10,78
2026-05-14 13F Macro Advisors, Inc. 96.304 2.805
2026-05-15 13F Morgan Stanley 9.301.658 5,45 270.957 -5,83
2026-04-17 13F Murphy & Mullick Capital Management Corp 134.230 2,76 3.910 -8,22
2026-04-28 13F Kathmere Capital Management, LLC 33.559 2,43 978 -8,52
2026-05-27 13F Allen Capital Group, LLC 101.176 4,37 2.947 -6,80
2026-04-16 13F Tactive Advisors, LLC 82.108 6,43 2.392 -4,97
2026-04-07 13F Fragasso Group Inc. 11.508 41,10 340 27,44
2026-05-15 13F Integrated Wealth Concepts LLC 1.628.054 34,29 47.425 19,92
2026-05-04 13F Wsfs Capital Management, Llc 13.204 63,46 385 46,01
2026-05-06 13F Hurley Capital, LLC 82.282 0,66 2.397 -10,13
2026-04-17 13F Provident Wealth Management, LLC 1.284.540 0,24 37.419 -10,49
2026-04-22 13F Stone House Investment Management, LLC 2.871 52,63 84 36,07
2026-03-12 13F Nalls Sherbakoff Group, Llc 74.059 151,01 2.416 -1,31
2026-05-04 13F Brickley Wealth Management 15.610 1,99 455 -9,02
2026-04-29 13F Stenger Family Office, LLC 9.624 24,70 318 26,69
2026-04-27 13F Integrity Wealth Partners, LLC 43.864 1.278
2026-05-15 13F Larson Financial Group LLC 113.713 5,01 3.312 -6,23
2026-05-07 13F Magnolia Wealth Management, LLC 5.200 151
2026-05-05 13F Frisch Financial Group, Inc. 20.870 62,51 608 45,22
2026-04-23 13F Blue Rock Wealth Management LLC 473.498 1,40 13.793 -9,44
2026-04-20 13F Ritholtz Wealth Management 75.821 125,27 2.209 101,28
2026-05-06 13F VSM Wealth Advisory, LLC 26.461 3,69 771 -7,12
2026-04-24 13F Sage Investment Counsel LLC 9.929 3,95 289 -7,07
2026-04-20 13F New Hampshire Trust 282.311 22,82 8.224 9,67
2026-05-14 13F MRP Capital Investments, LLC 8 0
2026-05-12 13F GGM Financials LLC 644 0,16 19 -10,00
2026-04-23 13F WMG Financial Advisors, LLC 15.713 2,10 458 -8,96
2026-05-15 13F Veridan Wealth LLC 123.853 0,56 3.608 -10,21
2026-05-14 13F Aspen Grove Capital, LLC 72.626 0,00 2.116 -10,72
2026-05-18 13F Vestwell Advisors, LLC 42.740 5,00
2026-04-23 13F URS Advisory LLC 12.015 2,26 350 -8,88
2026-04-23 13F Fairman Group, LLC 14.484 0,10 422 -10,62
2026-05-07 13F Dravo Bay Llc 1.275.433 5,07 37.153 -6,17
2026-05-08 13F Compass Capital Corp /ma/ /adv 33.115 3,29 1.122 11,88
2026-04-30 13F SkyOak Wealth, LLC 760.537 4,26 22.154 -6,89
2026-05-08 13F Payne Capital Management, LLC 562.323 3,34 16.380 -7,72
2026-04-29 13F Sunrise Financial Services, LLC 11.558 10,90 337 -0,88
2026-04-27 13F BIP Wealth, LLC 1.946.533 9,39 56.703 -2,32
2026-04-09 13F Brown Wealth Management, Llc 160.983 3,17 4.689 -7,86
2026-04-20 13F Dagco, Inc. 734.740 4,14 21.403 -7,00
2026-05-08 13F Prime Capital Investment Advisors, LLC 2.184.354 41,80 63.630 26,63
2026-04-30 13F Owen LaRue, LLC 20.928 0,04 610 -10,70
2026-04-30 13F ETF Store, Inc. 20.313 50,01 592 34,01
2026-04-27 13F Latitude Advisors, LLC 9.279 2,67 270 -8,16
2026-05-15 13F Wealth Architects, LLC 32.357 8,12 943 -3,48
2026-05-07 13F One Charles Private Wealth Services, LLC 275.202 0,09 8.017 -10,62
2026-04-20 13F Keudell/Morrison Wealth Management 191.743 4,88 5.585 -6,34
2026-05-01 13F Wingate Wealth Advisors, Inc. 7.515 219
2026-05-18 13F Arkadios Wealth Advisors 262.816 38,41 7.656 23,59
2026-05-15 13F Transamerica Financial Advisors, Inc. 59.202 1,10 1.725 -9,74
2026-04-24 13F KPP Advisory Services LLC 144.626 1,92 4.213 -8,99
2026-05-13 13F SRS Capital Advisors, Inc. 167.411 14,32 4.877 2,09
2026-05-01 13F Sovran Advisors, LLC 23.855 21,74 785 23,62
2026-04-17 13F Vermillion Wealth Management, Inc. 26.428 0,33 770 -10,48
2026-05-05 13F HC Advisors, LLC 287.141 13,13 8.364 1,03
2026-04-20 13F City State Bank 386 39,86 11 22,22
2026-05-08 13F Fund Evaluation Group, LLC 10.683.794 13,11 311.070 0,95
2026-05-15 13F Plan A Wealth LLC 12.337 25,40 359 12,19
2026-05-08 13F/A JPL Wealth Management, LLC 1.840 54
2026-04-09 13F Whitaker-Myers Wealth Managers, LTD. 572.404 7,88 16.674 -3,66
2026-04-20 13F Segment Wealth Management, LLC 49.250 0,50 1.435 -10,26
2026-04-22 13F Harbor Asset Planning, Inc. 170.576 4,65 4.969 -6,55
2026-05-08 13F Curtis Advisory Group, LLC 1.194.047 0,63 34.783 -10,14
2026-04-23 13F Summit Wealth Group Llc / Co 51.219 24,36 1.492 11,09
2026-05-01 13F Team Financial Group, LLC 516.821 7,12 15.055 -4,34
2026-04-29 13F Cahaba Wealth Management, Inc. 8.665 0,13 252 -10,64
2026-04-22 13F Krm Wealth Management L.l.c. 831.332 4,95 24.217 -6,28
2026-04-16 13F XML Financial, LLC 1.631.157 8,62 47.516 -3,00
2026-05-15 13F Gateway Wealth Partners, LLC 15.357 447
2026-04-06 13F Washington Trust Advisors, Inc. 4.998 0,14 146 -10,49
2026-04-27 13F Kelman-Lazarov, Inc. 1.870.926 1,97 54.500 -8,94
2026-05-14 13F/A Leo H. Evart, Inc. 345.616 211,29 10.068 24,70
2026-04-22 13F RBA Wealth Management, LLC 23.912 1,38 697 -9,36
2026-05-15 13F Susquehanna International Group, Llp 32.414 372,44 944 323,32
2026-05-15 13F Susquehanna International Group, Llp Put 138.700 88,71 4.040 68,54
2026-04-16 13F Friday Financial 629.990 0,68 18.352 -10,09
2026-05-07 13F Alpha Zero LLC 528.923 7,28 15.408 -4,20
2026-04-06 13F IFS Advisors, LLC 500.081 4,07 14.567 -7,06
2026-04-27 13F Pensionmark Financial Group, Llc 1.798.863 79,34 52.401 60,15
2026-05-12 13F Tower Bridge Advisors 19.727 575
2026-04-09 13F CRA Financial Services, LLC 1.036.437 2,54 30.191 -8,43
2026-05-18 13F Centaurus Financial, Inc. 181.585 6,82 5 0,00
2026-05-19 13F Paragon Private Wealth Management, LLC 45.512 27,04 1.326 13,44
2026-05-08 13F Opus Financial Solutions LLC 57.448 0,01 1.673 -10,68
2026-04-24 13F Saxony Capital Management, LLC 7.992 24,35 233 11,00
2026-05-11 13F Heritage Wealth Management, Inc. /CA/ 379.371 7,13 11.051 -4,33
2026-04-29 13F BEAM Asset Management, LLC 33.872 1,55 987 -9,37
2026-05-08 13F BG Investment Services, Inc. 85.778 18,03 2.499 5,40
2026-04-08 13F Wealthspan Partners, Llc 35.123 8,80 1.023 -2,85
2026-04-17 13F AdvisorNet Financial, Inc 42.075 2,69 1.226 -8,31
2026-05-13 13F Visionary Wealth Advisors 1.366.994 2,64 39.821 -8,34
2026-04-10 13F Charles Schwab Trust Co 1.924.903 9,79 56.072 -1,95
2026-05-12 13F Ballast Advisors Llc 967.635 10,60 28 -99,90
2026-05-12 13F Thoroughbred Financial Services, Llc 198.747 7,32 6 -16,67
2026-05-15 13F Two Sigma Investments, Lp 1.503.123 268,30 43.786 228,91
2026-04-07 13F Orgel Wealth Management, LLC 220.575 7,15 6.425 -4,32
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