ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF - Institutionelles Eigentümerschaft - Verkäufer

iShares Trust - iShares ESG Aware MSCI USA ETF
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Institutionelle und Fonds-Eigentümerschaft - Verkäufer

Diese Seite zeigt Institutionen, Fonds und Großaktionäre, die im letzten Berichtszeitraum ihre Bestände verringert oder ihre Positionen geschlossen haben. Rote Zeilen zeigen geschlossene Positionen an.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
(%)
2026-04-27 13F Apeiron RIA LLC 1.759 -2,76 249 -9,49
2026-05-19 13F Western Wealth Management, LLC 5.951 -2,27 842 -7,28
2026-04-13 13F 5T Wealth, LLC 2.214 -35,86 313 -39,11
2026-04-10 13F Sterling Manor Financial, LLC 1.477 -7,28 209 -12,24
2026-05-13 13F Transcend Wealth Collective, Llc 10.070 -2,24 1.424 -7,17
2026-04-27 13F Oarsman Capital, Inc. 0 -100,00 0
2026-05-27 13F Alpha Capital Advisors Inc /adv 3.538 -3,33 500 -9,58
2026-05-13 13F Keystone Wealth Services, LLC 30.558 -0,71 4.322 -5,74
2026-04-17 13F Nottingham Advisors, Inc. 8.127 -0,15 1.149 -5,20
2026-05-08 13F Boulder Wealth Advisors, LLC 13.661 -61,22 1.932 -63,21
2026-04-21 13F One Wealth Advisors, LLC 101.423 -4,32 14.343 -9,17
2026-05-15 13F National Philanthropic Trust 31.160 -2,62 4.407 -7,57
2026-04-20 13F Ronald Blue Trust, Inc. 21.616 -5,27 3.057 -10,09
2026-05-07 13F Vision Retirement, LLC 3.056 -10,20 432 -14,62
2026-05-04 13F Summit Wealth Group, LLC 40.269 -2,89 5.695 -7,82
2026-04-09 13F Acropolis Investment Management, LLC 13.570 -0,29 1.919 -5,33
2026-05-15 13F Royal Bank Of Canada 521.795 -1,42 73.792 -6,42
2026-04-24 13F Keybank National Association/oh 165.014 -27,01 23.336 -30,71
2026-04-28 13F Peak Financial Management, Inc. 3.652 -0,81 516 -5,84
2026-05-13 13F SRS Capital Advisors, Inc. 2.644 -81,77 375 -82,69
2026-05-01 13F Citizens Financial Group Inc/ri 2.711 -3,14 383 -7,93
2026-05-13 13F O'shaughnessy Asset Management, Llc 17.634 -7,56 2.494 -12,28
2026-05-11 13F RWM Asset Management, LLC 5.806 -1,98 821 -8,27
2026-04-27 13F JB Capital LLC 7.864 -7,08 1.112 -11,75
2026-02-05 13F Bank Julius Baer & Co. Ltd, Zurich 0 -100,00 0
2026-05-05 13F Birchwood Financial Partners, Inc. 47.593 -1,03 6.731 -6,06
2026-05-15 13F Equitable Holdings, Inc. 25.476 -0,20 3.791 -0,32
2026-05-15 13F IHT Wealth Management, LLC 4.884 -0,31 691 -5,35
2026-01-20 13F Tritonpoint Wealth, Llc 0 -100,00 0
2026-02-17 13F Prosperity Consulting Group, LLC 0 -100,00 0 -100,00
2026-01-29 13F Comerica Bank 9.260 -42,53 1.380 -41,22
2026-04-07 13F Hobart Private Capital, LLC 0 -100,00 0
2026-04-15 13F Client 1st Advisory Group, Llc 84.819 -1,94 11.995 -6,91
2026-04-09 13F Leverty Financial Group, LLC 2.141 -16,11 303 -20,53
2026-05-14 13F Neuberger Berman Group LLC 0 -100,00 0
2026-05-11 13F Integrity Advisory Solutions, LLC 19.566 -1,34 2.767 -6,33
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 192.355 -8,57 27.449 -13,72
2026-04-23 13F Intrua Financial, LLC 4.800 -0,52 679 -5,57
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 2.255 -5,33 319 -10,17
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-04-27 13F Liberty Atlantic Advisors LLC 2.910 -1,05 412 -6,16
2026-04-21 13F Mendel Capital Management LLC 12.649 -9,49 1.789 -12,09
2026-04-23 13F Mayflower Financial Advisors, LLC 14.778 -0,53 2.090 -5,60
2026-04-22 13F JNBA Financial Advisors 354 -61,10 50 -62,96
2026-04-28 13F Tempus Wealth Planning, LLC 9.108 -14,08 1.288 -18,43
2026-05-04 13F Two West Capital Advisors LLC 5.092 -29,85 789 -27,01
2026-04-20 13F GSB Wealth Management, LLC 12.884 -3,63 1.822 -8,49
2026-04-08 13F Dynamic Advisor Solutions LLC 9.352 -5,38 1.323 -10,19
2026-05-15 13F Quadcap Wealth Management, LLC 1.877 -5,77 265 -10,47
2026-05-15 13F Warren Averett Asset Management, LLC 5.620 -0,05 795 -5,14
2026-05-11 13F West Wealth Group, LLC 9.468 -6,46 1.339 -11,21
2026-05-01 13F Emerald Investment Partners, Llc 4.945 -19,03 699 -23,10
2026-05-14 13F Schroder Investment Management Group 61.615 -4,91 8.465 -12,98
2026-05-15 13F United Capital Financial Advisers, Llc 64.438 -2,93 9.112 -7,86
2026-05-06 13F Meridian Wealth Management, LLC 5.751 -2,06 813 -6,98
2026-04-23 13F Spinnaker Trust 40.122 -1,70 5.674 -6,68
2026-04-27 13F Qrg Capital Management, Inc. 1.555 -21,15 220 -25,26
2026-05-08 13F Prudent Man Advisors, LLC 64.770 -8,67 9.160 -13,31
2026-05-15 13F Morgan Stanley 1.782.800 -31,82 252.124 -35,28
2026-01-26 13F Northwest Capital Management Inc 2.832 -80,78 422 -80,37
2026-05-13 13F Parkside Financial Bank & Trust 76 -80,26 11 -82,46
2026-04-20 13F Gilbert Capital Group, Inc. 22.519 -6,75 3.185 -11,48
2026-05-05 13F Gould Asset Management Llc /ca/ 10.341 -1,10 1.462 -6,10
2026-04-10 13F OMNI 360 Wealth, Inc. 5.183 -3,30 733 -9,18
2026-04-29 13F Cary Street Partners Financial Llc 3.168 -6,69 448 -11,29
2026-04-07 13F Blueline Advisors Llc 560 -0,36 79 -4,82
2026-05-06 13F Elyxium Wealth, LLC 0 -100,00 0
2026-04-22 13F Traphagen Investment Advisors Llc 6.095 -1,34 862 -6,41
2026-05-14 13F Raymond James Financial Inc 197.413 -11,21 27.918 -15,71
2026-04-07 13F Eastern Bank 3.634 -3,68 514 -8,72
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-14 13F Nbc Securities, Inc. 141 -73,99 20 -76,25
2026-05-01 13F Arq Wealth Advisors, Llc 0 -100,00 0
2026-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2026-04-29 13F ArborFi Advisors, LLC 0 -100,00 0
2026-05-08 13F Sofos Investments, Inc. 3.690 -0,05 522 -5,27
2026-04-21 13F WT Wealth Management 23.515 -10,79 3.325 -15,33
2026-05-04 13F Mml Investors Services, Llc 161.406 -11,56 22.826 -16,05
2026-04-22 13F Shotwell Rutter Baer Inc 5.387 -0,19 762 -6,28
2026-05-12 13F Goodwin Investment Advisory 30.637 -0,44 4.333 -5,50
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-04-24 13F Vision Capital Management, Inc. 14.404 -1,63 2.037 -6,60
2026-05-06 13F North Star Asset Management Inc 1.839 -1,08 260 -5,80
2026-04-15 13F Midwest Heritage Bank, FSB 6.960 -4,74 984 -9,56
2026-05-11 13F Elevation Wealth Management LLC 2.451 -0,45 347 -5,46
2026-04-30 13F First Horizon Corp 18.491 -2,98 2.615 -7,93
2026-04-27 13F Symmetry Partners, LLC 9.109 -0,87 1.288 -5,85
2026-05-22 13F WNY Asset Management, LLC 9.880 -9,80 1.397 -12,36
2026-04-28 13F Integrated Advisors Network LLC 2.124 -91,19 300 -91,65
2026-05-05 13F Bank of New York Mellon Corp 22.561 -59,19 3.191 -61,26
2026-05-13 13F/A Jpmorgan Chase & Co 10.007.080 -2,74 1.374.873 -10,30
2026-02-12 13F Litman Gregory Asset Management LLC 1.914 -44,10 285 -42,77
2026-05-15 13F Two Sigma Investments, Lp 67.800 -3,83 9.588 -8,71
2026-02-11 13F Parallel Advisors, LLC 53.292 -4,46 7.940 -2,24
2026-04-16 13F Montecito Bank & Trust 9.969 -21,49 1.410 -25,49
2026-05-11 13F Kestra Investment Management, LLC 0 -100,00 0
2026-04-13 13F ONE Advisory Partners, LLC 16.475 -3,76 2.330 -8,67
2026-05-11 13F Citigroup Inc 302.011 -34,47 42.710 -37,80
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-08 13F Maia Wealth LLC 33.547 -4,84 4.744 -9,00
2026-05-12 13F Stifel Financial Corp 24.122 -3,95 3.411 -8,82
2026-05-01 13F Mutual Advisors, LLC 39.488 -0,32 5.584 -5,39
2026-05-20 13F/A J. Mark Nickell & Co. 3.427 -42,18 485 -45,19
2026-02-13 13F Sei Investments Co 84.766 -2,14 12.628 0,13
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-12 13F Strategic Wealth Partners, Ltd. 1.215 -4,63 172 -9,52
2026-05-13 13F First Trust Advisors Lp 5.630 -10,21 796 -14,78
2026-04-30 13F Cherry Creek Investment Advisors, Inc. 0 -100,00 0
2026-02-17 13F SageView Advisory Group, LLC 1.867 -16,91 278 -14,98
2026-02-17 13F Redwood Investment Management, Llc 0 -100,00 0
2026-05-18 13F Centaurus Financial, Inc. 0 -100,00 0
2026-01-21 13F SC&H Financial Advisors, Inc. 0 -100,00 0
2026-05-05 13F NerdWallet Wealth Partners, LLC 2.406 -8,83 340 -13,49
2026-05-13 13F Buckingham Strategic Partners 30.170 -14,78 4.252 -19,38
2026-05-15 13F Ameriflex Group, Inc. 192 -29,41 27 -32,50
2026-05-14 13F Kilter Group LLC 233 -11,74 33 -17,95
2026-04-27 13F Syntegra Private Wealth Group, LLC 2.577 -26,87 364 -30,67
2026-01-16 13F BridgePort Financial Solutions, LLC 0 -100,00 0
2026-02-17 13F Capitolis Liquid Global Markets LLC 63.500 -82,55 9.460 -82,15
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 17.240 -63,30 2.438 -65,17
2026-04-24 13F ERn Financial, LLC 6.832 -2,16 966 -7,12
2026-05-15 13F Real Talk Capital, LLC 0 -100,00 0
2026-05-06 13F Sentinus, LLC 0 -100,00 0
2026-02-04 13F Nwam Llc 0 -100,00 0 -100,00
2026-04-20 13F Apella Capital, LLC 71.834 -9,76 11.092 -6,48
2026-05-04 13F Savant Capital, LLC 23.689 -4,94 3.350 -9,75
2026-04-15 13F Buttonwood Financial Group, LLC 2.025 -10,16 286 -16,13
2026-02-17 13F Snowden Capital Advisors LLC 16.476 -0,68 2.455 1,61
2026-05-14 13F Diversified Enterprises, LLC 3.546 -16,19 501 -20,48
2026-05-11 13F Brooklyn FI, LLC 18.687 -0,84 2.643 -5,88
2026-02-11 13F SOUTH STATE Corp 0 -100,00 0
2026-04-30 13F IMPACTfolio, LLC 261.453 -9,60 36.975 -14,18
2026-05-15 13F AlphaCore Capital LLC 7.416 -0,58 1.049 -5,67
2026-04-08 13F Heritage Family Offices, LLP 3.072 -11,60 434 -16,05
2026-04-23 13F Caliber Wealth Management, LLC / KS 10.710 -10,05 1.515 -14,61
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 0 -100,00 0
2026-04-28 13F Stephens Inc /ar/ 8.400 -3,60 1.188 -8,55
2026-05-14 13F StoneX Group Inc. 0 -100,00 0
2026-04-24 13F National Asset Management, Inc. 4.232 -11,85 581 -18,74
2026-04-29 13F Horst & Graben Wealth Management LLC 33.213 -1,51 5.170 3,57
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 3.184 -71,64 450 -73,70
2026-04-24 13F Capital Asset Advisory Services LLC 4.310 -9,79 665 -8,03
2026-05-14 13F Retirement Capital Strategies 7.241 -3,03 1.024 -7,91
2026-05-14 13F Vident Advisory, LLC 5.710 -9,99 808 -14,60
2026-04-20 13F Morton Brown Family Wealth, LLC 7.288 -4,88 1.031 -9,73
2026-04-28 13F Quent Capital, LLC 3.565 -0,67 504 -5,62
2026-04-10 13F Integris Wealth Management, LLC 22.386 -4,46 3.166 -9,31
2026-02-17 13F Old Mission Capital Llc 0 -100,00 0
2026-04-23 13F Oregon Pacific Wealth Management, LLC 3.680 -5,03 520 -9,88
2026-04-21 13F Fingerlakes Wealth Management, Inc. 17.287 -0,42 2.445 -5,49
2026-05-13 13F BCJ Capital Management, LLC 2.292 -38,12 324 -41,20
2026-05-21 13F Verus Capital Partners, Llc 2.977 -41,64 421 -44,53
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-04-07 13F Cooper Financial Group 1.428 -19,28 202 -23,19
2026-04-22 13F Semitam Bonam Llc 2.196 -8,84 311 -13,41
2026-04-21 13F Trilogy Capital Inc. 4.710 -92,52 666 -92,90
2026-04-30 13F Yukon Wealth Management, Inc. 42.100 -0,18 5.954 -5,25
2026-05-13 13F Visionary Wealth Advisors 3.320 -12,52 470 -16,99
2026-04-15 13F APS Management Group, Inc. 4.518 -5,32 639 -10,27
2026-04-17 13F RFG Advisory, LLC 28.071 -0,06 3.970 -5,14
2026-02-17 13F Amundi 0 -100,00 0
2026-05-15 13F Vertex Planning Partners, LLC 2.107 -0,66 298 -5,71
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-02-17 13F High Falls Advisors, Inc 17.673 -0,05 2.633 2,25
2026-04-23 13F Cornerstone Wealth Management, LLC 1.774 -36,16 251 -39,61
2026-04-06 13F Rosenberg Matthew Hamilton 4.378 -4,97 619 -9,77
2026-04-21 13F Grimes & Company, Inc. 0 -100,00 0
2026-05-12 13F Tiaa Trust, National Association 14.794 -99,75 2.092 -99,77
2026-04-21 13F RCS Financial Planning, LLC 10.641 -1,18 1.505 -6,23
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 18.462 -6,42 2.611 -11,19
2026-05-15 13F Squarepoint Ops LLC 1.670 -30,47 236 -33,89
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 3.933 -0,98 556 -5,92
2026-04-21 13F Merkkuri Wealth Advisors LLC 2.259 -1,65 320 -6,73
2026-04-08 13F Sharkey, Howes & Javer 101.743 -5,43 14.389 -10,23
2026-04-23 13F Farmers & Merchants Investments Inc 809 -8,59 114 -12,98
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 1.759 -0,73 249 -5,70
2026-05-01 13F Advisors Capital Management, LLC 8.734 -0,80 1.235 -5,80
2026-05-19 13F Front Row Advisors LLC 5.657 -2,30 800 -7,19
2026-05-15 13F MAI Capital Management 17.049 -3,02 2.411 -7,94
2026-04-08 13F Asempa Wealth Advisors 4.273 -8,09 609 -12,14
2026-04-30 13F Private Trust Co Na 5.565 -6,61 787 -11,27
2026-01-14 13F Clarius Group, LLC 168.201 -1,15 25.059 1,14
2026-05-12 13F Banco BTG Pactual S.A. 0 -100,00 0
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-04-20 13F Balance Wealth, LLC 26.107 -1,41 3.692 -6,41
2026-04-17 13F Legacy Wealth Partners, LLC 3.357 -2,27 475 -7,24
2026-05-05 13F Clarity Asset Management, Inc. 68.154 -18,48 9.638 -22,62
2026-05-15 13F Talisman Wealth Advisors LLC 5.600 -1,72 792 -6,93
2026-05-15 13F Advisor Group Holdings, Inc. 143.191 -29,12 20.255 -32,72
2026-05-14 13F Van Hulzen Asset Management, LLC 89.844 -0,07 12.706 -5,14
2026-05-14 13F Andrews Advisory Associates, LLC 3.066 -2,97 434 -7,87
2026-05-15 13F Smartleaf Asset Management LLC 10.649 -13,27 1.463 -20,62
2026-04-14 13F XY Planning Network, Inc. 5.610 -11,51 799 -15,36
2026-05-13 13F Callan Family Office, LLC 1.968 -0,05 278 -5,12
2026-04-16 13F Financial Management Network Inc 2.824 -5,61 417 -6,73
2026-05-14 13F Empower Advisory Group, LLC 503.648 -33,90 71.226 -37,25
2026-04-29 13F Cary Street Partner Investment Advisory Llc 6.409 -19,85 906 -23,93
2026-05-11 13F Godfrey Financial Associates, Inc. 3.703 -2,01 524 -6,94
2026-04-28 13F Robertson Stephens Wealth Management, LLC 6.594 -15,35 933 -19,66
2026-05-29 13F Ipsen Advisor Group LLC 11.529 -1,87 1.630 -6,86
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 1.296 -15,18 183 -19,38
2026-04-08 13F Emergent Wealth Advisors, LLC 3.621 -11,92 512 -16,34
2026-05-13 13F Mariner, LLC 118.126 -3,81 16.701 -8,72
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-01-29 13F Vanguard Group Inc 6.617 -1,56 986 0,72
2026-05-14 13F LifePlan Investment Advisors, Inc. 5.784 -6,92 818 -11,57
2026-01-15 13F Alpine Bank Wealth Management 0 -100,00 0
2026-04-23 13F Bigelow Investment Advisors, LLC 6.277 -5,50 888 -10,31
2026-05-08 13F Camelot Portfolios, LLC 0 -100,00 0
2026-05-18 13F Chesapeake Wealth Management 1.865 -27,29 264 -31,15
2026-05-07 13F JMG Financial Group, Ltd. 10.300 -0,95 1.457 -6,00
2026-05-06 13F Modera Wealth Management, LLC 56.516 -1,18 7.992 -6,20
2026-05-11 13F Jackson Wealth Management, LLC 0 -100,00 0
2026-04-28 13F W.H. Cornerstone Investments Inc. 2.793 -1,17 395 -6,18
2026-05-15 13F Aqr Capital Management Llc 10.474 -5,47 1.481 -10,24
2026-02-13 13F Pine Valley Investments Ltd Liability Co 1.749 -27,22 261 -25,50
2026-05-08 13F SYM FINANCIAL Corp 14.726 -1,88 2.083 -6,85
2026-04-09 13F Silvia Mccoll Wealth Management, Llc 5.858 -0,36 828 -5,37
2026-04-29 13F CFS Investment Advisory Services, LLC 48.638 -2,35 7.510 1,21
2026-05-15 13F Estate Counselors, LLC 1.455 -60,68 206 -62,79
2026-04-13 13F Garrett Investment Advisors LLC 17.962 -1,72 2.540 -6,69
2026-05-14 13F Simplex Trading, Llc 0 -100,00 0
2026-04-10 13F Perigon Wealth Management, LLC 39.037 -0,93 5.521 -5,96
2026-05-12 13F Kovack Advisors, Inc. 1.643 -1,68 233 -6,05
2026-05-11 13F Legacy Edge Advisors, LLC 2.193 -42,24 310 -45,13
2026-05-01 13F Thrivent Financial For Lutherans 57.322 -0,10 8 0,00
2026-02-12 13F Commonwealth Equity Services, Llc 376.284 -6,04 56.059 96.551,72
2026-05-12 13F Jane Street Group, Llc 0 -100,00 0
2026-05-15 13F Summit Financial, LLC 3.106 -19,28 439 -23,39
2026-05-11 13F Aprio Wealth Management, LLC 7.829 -9,45 1.107 -14,05
2026-05-04 13F Sigma Planning Corp 1.496 -2,03 212 -7,05
2026-02-06 13F Baron Silver Stevens Financial Advisors, Llc 0 -100,00 0
2026-04-13 13F Farrell Financial LLC 5.541 -2,52 784 -7,45
2026-05-06 13F Bessemer Group Inc 9.884 -16,86 1 0,00
2026-05-01 13F FLC Capital Advisors 23.969 -0,43 3.390 -5,49
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-05-15 13F NorthRock Partners, LLC 67.679 -1,48 9.571 -6,48
2026-05-07 13F Key Capital Management, INC 24 -92,33 3 -93,48
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-04-10 13F Financial Partners Group, Inc 6.586 -0,96 931 -7,09
2026-04-22 13F Apollon Wealth Management, LLC 15.267 -4,56 2.159 -9,40
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-04-02 13F Horizons Wealth Management 874 -56,10 124 -58,45
2026-04-30 13F Villere St Denis J & Co Llc 2.500 -16,67 354 -20,85
2026-06-02 13F Blue Edge Capital, LLC 84.923 -6,99 12.010 -11,71
2026-05-14 13F Allworth Financial LP 12.727 -0,82 1.800 -5,86
2026-05-05 13F Capital Investment Advisory Services, LLC 620 -96,10 88 -96,32
2026-05-04 13F Brookwood Investment Group LLC 7.132 -14,68 1.009 -19,04
2026-04-14 13F Plancorp, LLC 72.386 -0,92 10.675 -1,92
2026-05-15 13F Ameriprise Financial Inc 342.392 -5,43 48.425 -10,22
2026-05-06 13F Keystone Financial Services 7.827 -8,49 1.107 -13,19
2026-04-21 13F Pallas Capital Advisors LLC 2.463 -58,56 348 -60,68
2026-04-16 13F Davis Capital Management 18 -25,00 3 -33,33
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 11.666 -0,87 2 0,00
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-05-05 13F Valtinson Bruner Financial Planning LLC 2.795 -3,65 395 -8,56
2026-05-07 13F Planning Alternatives Ltd /adv 32.560 -8,97 4.605 -13,60
2026-05-15 13F Clark Capital Management Group, Inc. 0 -100,00 0
2026-02-09 13F Morris Financial Concepts, Inc. 0 -100,00 0
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0
2026-04-22 13F Sutton Place Investors Llc 5.494 -0,05 777 -5,13
2026-04-28 13F Bogart Wealth, LLC 10.773 -22,57 1.524 -26,50
2026-05-12 13F Rsm Us Wealth Management Llc 120.997 -2,53 17.122 -8,13
2026-05-14 13F Advisory Alpha, LLC 1.760 -0,11 249 -5,34
2026-04-17 13F Sovereign Financial Group, Inc. 3.207 -2,61 454 -7,55
2026-05-14 13F Cwm, Llc 263.832 -4,99 37.311 90.902,44
2026-04-15 13F DAVENPORT & Co LLC 12.984 -2,01 1.836 -6,99
2026-05-08 13F Resources Investment Advisors, LLC. 70.640 -0,71 9.990 -5,76
2026-04-10 13F Magnus Financial Group LLC 2.877 -21,39 407 -25,50
2026-04-30 13F Simplicity Wealth,LLC 12.201 -6,74 1.725 -11,49
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 330.863 -0,79 46.791 -5,82
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 1.444 -8,55 204 -13,19
2026-04-16 13F Lifelong Wealth Advisors, Inc. 21.047 -0,08 2.976 -5,16
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 0 -100,00 0
2026-04-21 13F Wedbush Securities Inc 23.073 -0,57 3 0,00
2026-05-20 13F TrueWealth Financial Partners 0 -100,00 0
2026-05-06 13F Shared Vision Wealth Group LLC 9.784 -1,29 1.384 -7,68
2026-04-17 13F Total Clarity Wealth Management, Inc. 2.116 -0,80 299 -5,68
2026-04-27 13F Financial Services Advisory Inc 0 -100,00 0
2026-05-12 13F TD Waterhouse Canada Inc. 16.540 -2,15 2.356 -6,40
2026-05-07 13F Oak Harbor Wealth Partners, Llc 0 -100,00 0
2026-05-14 13F Hilltop Holdings Inc. 0 -100,00 0
2026-05-14 13F Northern Trust Corp 5.136.786 -0,44 726.444 -5,49
2026-05-15 13F Ancora Advisors, LLC 3.863 -3,35 546 -8,24
2026-05-12 13F M&t Bank Corp 6.222 -7,88 880 -12,62
2026-01-21 13F Crews Bank & Trust 0 -100,00 0
2026-04-13 13F CGC Financial Services, LLC 2.288 -5,49 324 -10,28
2026-05-15 13F Destination Wealth Management 3.526 -6,94 499 -11,70
2026-04-21 13F Crown Wealth Group, LLC 7.556 -5,49 1.068 -10,33
2026-04-27 13F HB Wealth Management, LLC 23.579 -0,41 3.335 -5,47
2026-04-14 13F Xena Financial Planning, LLC 8.521 -7,16 1.205 -11,92
2026-05-13 13F Principal Securities, Inc. 2.788 -8,44 394 -13,02
2026-04-21 13F Ramiah Investment Group 11.526 -6,79 1.630 -11,51
2026-04-22 13F Spire Wealth Management 4.873 -6,61 689 -11,33
2026-05-04 13F Alta Wealth Advisors LLC 0 -100,00 0
2026-05-27 13F Capasso Planning Partners LLC 4.425 -2,21 626 -7,27
2026-02-13 13F Resources Management Corp /ct/ /adv 0 -100,00 0
2026-04-28 13F Stratos Wealth Partners, LTD. 31.594 -0,37 4.468 -5,42
2026-04-24 13F Root Financial Partners, LLC 1.414 -61,07 200 -63,03
2026-05-14 13F Milestone Asset Management Group, LLC 8.164 -6,00 1.155 -10,75
2026-04-10 13F Centurion Wealth Management LLC 0 -100,00 0
2026-05-15 13F Ascent Group, LLC 5.987 -0,65 847 -5,69
2026-05-11 13F Wrapmanager Inc 2.043 -1,02 289 -6,19
2026-05-07 13F Johnson Financial Group, Inc. 140 -52,05 20 -55,81
2026-04-28 13F Novus Advisors, Llc 0 -100,00 0
2026-05-05 13F Theory Financial Llc 4.983 -5,46 705 -11,56
2026-05-04 13F Procyon Private Wealth Partners, LLC 0 -100,00 0
2026-04-29 13F Live Oak Investment Partners 6.308 -7,89 892 -12,55
2026-05-12 13F Channel Wealth Llc 1.997 -2,73 282 -7,54
2026-04-13 13F Foster Group, Inc. 24.680 -2,33 3.490 -7,28
2026-05-14 13F Keebeck Wealth Management, LLC 73.206 -2,00 10.353 -6,97
2026-05-11 13F Pecaut & Co. 1.900 -3,06 269 -8,22
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 1.937 -16,40 274 -20,87
2026-04-28 13F Golden State Wealth Management, LLC 3.728 -0,64 527 -5,56
2026-03-12 13F Farmers National Bank 3.214 -2,52 479 -0,42
2026-02-09 13F Global Assets Advisory, LLC 0 -100,00 0
2026-05-13 13F Brinker Capital Investments, LLC 34.485 -6,47 4.877 -11,22
2026-05-07 13F Commonwealth Financial Services, LLC 1.511 -1,69 214 -6,58
2026-04-21 13F/A Madrid Wealth Management, LLC 15.402 -1,03 2.178 -6,04
2026-04-29 13F Strategic Blueprint, LLC 64.556 -1,07 9.129 -6,09
2026-05-11 13F Wells Fargo & Company/mn 1.293.522 -37,27 182.930 -40,45
2026-05-08 13F Blair William & Co/il 11.764 -6,24 1.664 -11,02
2026-05-01 13F Sovran Advisors, LLC 7.653 -4,07 1.198 -0,42
2026-04-15 13F Seacrest Wealth Management, Llc 0 -100,00 0
2026-04-20 13F Hoxton Planning & Management, LLC 9.129 -40,07 1.291 -10,60
2026-05-18 13F Edgestream Partners, L.P. 0 -100,00 0
2026-05-15 13F Advisory Services Network, LLC 53.491 -1,26 7.565 -6,27
2026-01-20 13F Austin Private Wealth, LLC 12.122 -14,50 1.806 -12,55
2026-05-04 13F Avantax Planning Partners, Inc. 2.253 -0,18 319 -5,36
2026-02-13 13F Atlas Capital Advisors Llc 0 -100,00 0
2026-04-27 13F Wbh Advisory Inc 7.905 -0,03 1.126 -4,50
2026-04-29 13F Navalign, LLC 0 -100,00 0
2026-02-04 13F Legacy Financial Advisors, Inc. 0 -100,00 0
2026-05-14 13F Ieq Capital, Llc 22.741 -1,63 3.216 -6,62
2026-02-04 13F Ameritas Advisory Services, LLC 0 -100,00 0
2026-04-21 13F PDS Planning, Inc 3.111 -0,73 440 -5,58
2026-05-05 13F Sherman Asset Management, Inc. 2.950 -21,35 417 -25,27
2026-04-15 13F Cypress Wealth Services, LLC 56.353 -2,74 7.969 -7,67
2026-05-06 13F Quest 10 Wealth Builders, Inc. 133 -2,92 19 -10,00
2026-04-23 13F Atlas Private Wealth Advisors 0 -100,00 0
2026-04-29 13F W Advisors, Llc 8.042 -6,36 1.137 -11,10
2026-04-15 13F/A Sl Advisors, Llc 0 -100,00 0
2026-05-11 13F Commonwealth Retirement Investments LLC 0 -100,00 0
2026-05-12 13F Baker Avenue Asset Management, LP 3.523 -2,76 498 -7,61
2026-04-30 13F Manning & Napier Advisors Llc 6.195 -11,44 876 -15,93
2026-04-20 13F Courier Capital Llc 0 -100,00 0
2026-05-04 13F 1st Source Bank 14.470 -2,59 2.046 -7,55
2026-05-06 13F Quadrant Private Wealth Management, LLC 5.632 -1,81 797 -6,79
2026-04-23 13F Strategic Point Investment Advisors, LLC 12.295 -3,07 1.739 -7,99
2026-05-08 13F Curtis Wealth Management Llc 3.476 -0,63 492 -7,01
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-29 13F American Capital Advisory, LLC 6.958 -1,63 984 -6,55
2026-05-13 13F Measured Wealth Private Client Group, LLC 0 -100,00 0
2026-04-07 13F Park Avenue Securities Llc 205.632 -0,15 29 -3,33
2026-04-15 13F Ridgeline Wealth, LLC 18.366 -28,77 2.597 -32,39
2026-04-28 13F Kingswood Wealth Advisors, Llc 3.356 -4,60 475 -9,54
2026-05-04 13F Worth Financial Advisory Group, LLC 0 -100,00 0
2026-04-23 13F Laurel Wealth Planning LLC 70.306 -2,82 9.943 -7,76
2026-04-09 13F Life Line Wealth Management Llc 1.936 -34,68 274 -38,10
2026-04-06 13F Private Client Services, Llc 2.377 -0,08 336 -5,08
2026-05-05 13F PFG Advisors 3.743 -30,48 529 -34,04
2026-05-15 13F Barnes Wealth Management Group, Inc 2.819 -2,02 399 -7,01
2026-05-14 13F Modern Wealth Management, LLC 9.551 -1,06 1.361 -5,42
2026-05-11 13F Aptus Capital Advisors, LLC 39.813 -2,69 5.630 -7,63
2026-02-10 13F Hazlett, Burt & Watson, Inc. 0 -100,00 0
2026-05-07 13F MA Private Wealth 23.102 -0,42 3.267 -5,47
2026-05-15 13F Veridan Wealth LLC 4.337 -2,06 613 -6,98
2026-05-05 13F Sanctuary Advisors, LLC 55.111 -1,55 7.794 -6,56
2026-05-01 13F Wealthspire Advisors, LLC 61.372 -7,37 8.679 -12,07
2026-04-27 13F Truist Financial Corp 48.357 -73,55 6.839 -74,89
2026-04-23 13F Oppenheimer & Co Inc 4.093 -1,85 579 -6,92
2026-01-21 13F South Shore Capital Advisors 0 -100,00 0
2026-05-04 13F Moment Partners, LLC 24.857 -0,36 3.515 -5,41
2026-01-23 13F Smallwood Wealth Investment Management, LLC 0 -100,00 0
2026-04-29 13F Broussard Financial Group LLC 2.668 -13,26 377 -17,69
2026-05-05 13F Kickstand Ventures, Llc. 9.843 -0,22 1.392 -5,31
2026-04-27 13F GenTrust, LLC 11.323 -13,60 1.601 -17,98
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-05-14 13F Regal Investment Advisors LLC 15.784 -0,86 2.232 -5,86
2026-05-11 13F Ashton Thomas Private Wealth, LLC 186.049 -0,70 26.311 -5,74
2026-04-06 13F GAMMA Investing LLC 29 -77,52 4 -78,95
2026-05-07 13F Avidian Wealth Solutions, LLC 13.221 -0,40 1.870 -5,46
2026-05-07 13F Sage Financial Group Inc 1.875 -3,85 265 -8,62
2026-05-08 13F Valeo Financial Advisors, LLC 0 -100,00 0
2026-05-01 13F Midwest Trust Co 3.828 -4,28 541 -9,08
2026-05-12 13F Liberty Wealth Management Llc 1.737 -7,11 246 -11,87
2026-04-22 13F Clear Creek Financial Management, LLC 5.204 -37,02 736 -40,29
2026-04-14 13F Wealthcare Advisory Partners LLC 3.044 -4,58 431 -9,47
2026-05-05 13F Regions Financial Corp 21.912 -4,90 3.099 -9,73
2026-05-13 13F Alesco Advisors Llc 241.553 -2,92 34.160 -7,84
2026-04-13 13F Affinity Capital Advisors, LLC 149.450 -0,76 21.135 -5,79
2026-04-21 13F Urban Wealth Management, LLC 1.782 -2,30 252 -7,01
2026-04-14 13F Focus Financial Network, Inc. 18.206 -7,75 2.575 -12,45
2026-04-27 13F Ryan Investment Management, Inc. 4.641 -42,78 656 -45,70
2026-04-21 13F HF Advisory Group, LLC 20.055 -1,50 2.836 -6,50
2026-04-28 13F RHS Financial, LLC 13.415 -0,47 1.897 -5,48
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-03-12 13F Nalls Sherbakoff Group, Llc 550 -30,03 82 -1,22
2026-05-12 13F Aspiriant, Llc 5.145 -0,02 728 -5,09
2026-04-15 13F Journey Strategic Wealth Llc 19.372 -2,08 2.740 -7,06
2026-05-29 13F Asset Dedication, LLC 958 -2,44 136 -7,53
2026-02-13 13F Bank Of Nova Scotia 0 -100,00 0
2026-05-15 13F Mission Wealth Management, Lp 222.363 -1,32 31.447 -6,33
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-09 13F Firethorn Wealth Partners, Llc 7.302 -0,95 1.033 -6,01
2026-05-01 13F International Assets Investment Management, Llc 1.724 -78,97 246 -79,93
2026-04-20 13F Payne Capital LLC 0 -100,00 0
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