IUSV / iShares Trust - iShares Core S&P U.S. Value ETF - Institutionelles Eigentümerschaft - Verkäufer

iShares Trust - iShares Core S&P U.S. Value ETF
US ˙ NasdaqGM ˙ US4642876639

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
(%)
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 0 -100,00 0
2026-05-05 13F CPA Asset Management LLC 0 -100,00 0
2026-04-23 13F Harbor Investment Advisory, Llc 259 -7,50 26 -7,14
2026-05-11 13F Aprio Wealth Management, LLC 3.882 -50,29 397 -50,50
2026-04-13 13F Ironwood Wealth Management, Inc. 192.555 -0,75 20.257 -0,79
2026-05-08 13F SHP Wealth Management 334 -17,94 34 -17,07
2026-04-23 13F Interchange Capital Partners, LLC 8.445 -1,30 779 -11,17
2026-05-15 13F IHT Wealth Management, LLC 40.701 -1,71 4.162 -2,00
2026-05-15 13F Warren Averett Asset Management, LLC 13.065 -3,80 1.336 -4,09
2026-05-14 13F Empower Advisory Group, LLC 2.032 -10,76 208 -11,16
2026-05-15 13F Susquehanna International Group, Llp 0 -100,00 0
2026-05-11 13F OpenArc Corporate Advisory, LLC 49.532 -7,87 5.065 -8,14
2026-04-22 13F SFG Wealth Management, LLC. 3.273 -21,08 335 -21,41
2026-05-06 13F Modera Wealth Management, LLC 1.187.481 -0,54 121.420 -0,82
2026-04-15 13F Independence Financial Advisors, LLC 92.953 -21,70 9.504 -21,93
2026-02-02 13F Balentine LLC 0 -100,00 0
2026-04-27 13F Truist Financial Corp 112.742 -20,45 11.528 -20,68
2026-04-10 13F Country Trust Bank 0 -100,00 0
2026-04-29 13F Montag A & Associates Inc 21.362 -20,66 2.184 -20,87
2026-04-21 13F Dougherty Wealth Advisers LLC 230 -31,95 24 -32,35
2026-05-14 13F HighPoint Advisor Group LLC 29.683 -3,27 3.035 -3,53
2026-02-10 13F REAP Financial Group, LLC 0 -100,00 0
2026-01-21 13F Financial & Tax Architects, LLC 0 -100,00 0
2026-02-12 13F Commonwealth Equity Services, Llc 1.161.647 -9,03 119.115 93.691,34
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2026-04-22 13F Spire Wealth Management 51.395 -2,05 5.255 -2,32
2026-04-29 13F Steele Capital Management, Inc. 209.516 -0,66 21.423 -0,94
2026-05-06 13F Angeles Wealth Management, Llc 1.165 -45,84 119 -45,91
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 15.610 -3,83 1.665 0,00
2026-04-08 13F Canandaigua National Trust Co of Florida 73.765 -0,49 7.542 -0,78
2026-05-05 13F Allspring Global Investments Holdings, LLC 525.572 -3,31 53.740 -3,97
2026-05-13 13F/A Jpmorgan Chase & Co 2.079.573 -10,45 208.935 -12,26
2026-05-12 13F Kovack Advisors, Inc. 1.959 -4,95 200 -5,21
2026-04-24 13F Private Advisor Group, LLC 219.581 -38,42 22.452 -38,60
2026-05-01 13F Anchor Investment Management, LLC 938 -18,22 96 -18,80
2026-05-12 13F Summit Trail Advisors, Llc 2.207 -24,50 226 -24,75
2026-05-18 13F Centaurus Financial, Inc. 71.183 -57,21 7 -58,82
2026-04-21 13F Grey Fox Wealth Advisors, LLC 8.875 -6,25 907 -6,49
2026-04-27 13F USAdvisors Wealth Management, LLC 9.065 -0,45 1
2026-05-14 13F Lauterbach Financial Advisors, LLC 3.681 -0,43 376 -0,79
2026-04-17 13F HHM Wealth Advisors, LLC 0 -100,00 0
2026-05-01 13F 180 Wealth Advisors, Llc 53.232 -1,81 5.443 -2,10
2026-01-20 13F Tritonpoint Wealth, Llc 0 -100,00 0
2026-04-30 13F Robinson Smith Wealth Advisors Llc 28.340 -64,91 2.898 -65,02
2026-05-11 13F Empirical Asset Management, LLC 8.305 -0,12 849 -0,35
2026-05-15 13F Clifford Group, LLC 3.081 -3,05 315 -3,08
2026-05-01 13F Holistic Planning, LLC 16.569 -0,33 1.694 -0,59
2026-05-15 13F National Bank Of Canada /fi/ 3.909 -0,81 400 -1,24
2026-04-15 13F Koesten, Hirschmann & Crabtree, INC. 4.294 -6,53 439 -6,79
2026-05-14 13F Allworth Financial LP 597.602 -2,35 61.105 -2,62
2026-04-28 13F Flagship Harbor Advisors, Llc 407.856 -6,41 41.703 -6,67
2026-05-13 13F Tobias Financial Advisors, Inc. 31.906 -0,41 3.262 -0,70
2026-05-06 13F Cornerstone Planning Group LLC 0 -100,00 0
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 3.486 -0,20 0
2026-05-12 13F Stifel Financial Corp 151.232 -6,95 15.464 -7,22
2026-05-15 13F Bank Of America Corp /de/ 83.374.722 -0,03 8.525.065 -0,31
2026-05-12 13F Americana Partners, LLC 0 -100,00 0
2026-05-13 13F Bank Of Montreal /can/ 4.401 -15,95 450 -16,04
2026-05-01 13F American Trust 3.441 -17,40 352 -17,80
2026-05-14 13F Raymond James Financial Inc 1.640.137 -4,67 167.704 -4,94
2026-05-15 13F Magnolia Capital Advisors Llc 23.062 -0,47 2.358 -0,72
2026-05-14 13F Us Bancorp \de\ 46.571 -0,25 4.762 -0,54
2026-05-05 13F Duncan Williams Asset Management, LLC 270.470 -0,86 27.656 -5,34
2026-04-17 13F Roxbury Financial LLC 2.780 -1,00 284 -1,05
2026-05-12 13F Moneta Group Investment Advisors Llc 9.578 -5,93 979 -6,23
2026-02-03 13F Coston, McIsaac & Partners 0 -100,00 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-13 13F Wilkinson Global Asset Management LLC 0 -100,00 0
2026-05-18 13F Cim, Llc 4.588 -0,04 469 -0,21
2026-05-05 13F UBS Group AG 1.599.208 -0,80 163.519 -1,08
2026-05-15 13F Flow Traders U.s. Llc 0 -100,00 0
2026-04-24 13F My Purposeful Wealth Corp. 48.024 -6,95 4.910 -7,20
2026-05-08 13F Align Financial, LLC 0 -100,00 0
2026-05-14 13F Northern Trust Corp 38.824 -1,07 3.970 -1,34
2026-04-09 13F Tompkins Financial Corp 0 -100,00 0
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 31.663 -2,55 3.238 -2,82
2026-05-06 13F Windward Private Wealth Management Inc. 38.460 -0,99 3.933 -1,26
2026-04-17 13F Certified Advisory Corp 68.742 -39,78 7.029 -39,95
2026-01-28 13F WMG Financial Advisors, LLC 0 -100,00 0
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-04-15 13F Seacrest Wealth Management, Llc 3.937 -17,50 403 -18,62
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 390.733 -13,44 40.078 -15,23
2026-05-12 13F M&t Bank Corp 40.539 -2,51 4.145 -2,77
2026-05-15 13F Cramer Rosenthal Mcglynn Llc 0 -100,00 0
2026-04-10 13F Perigon Wealth Management, LLC 50.360 -1,48 5.149 -1,76
2026-05-08 13F LaSalle St. Investment Advisors, LLC 5.222 -3,10 534
2026-04-16 13F Clark Asset Management, LLC 0 -100,00 0
2026-04-13 13F Amplius Wealth Advisors, LLC 84.621 -3,04 8.652 -3,31
2026-04-13 13F Augustine Asset Management Inc 0 -100,00 0
2026-05-04 13F Headland Capital, LLC 0 -100,00 0
2026-05-05 13F Collaborative Wealth Managment Inc. 1.993 -8,11 204 -8,56
2026-05-05 13F Legacy Advisors, LLC 0 -100,00 0
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-02-12 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-05-12 13F Ameritas Advisory Services, LLC 57.762 -13,30 5.906 -13,54
2026-04-06 13F CX Institutional 3.096 -4,68 0
2026-01-15 13F Nikulski Financial, Inc. 0 -100,00 0
2026-02-11 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-14 13F Fortis Advisors, LLC 0 -100,00 0
2026-02-17 13F Main Street Financial Solutions, LLC 117.673 -0,54 12.066 2,05
2026-04-15 13F Eaton Financial Holdings Company, LLC 46.477 -6,69 4.752 -6,95
2026-02-06 13F Global Retirement Partners, LLC 54.459 -13,09 5.584 -10,84
2026-05-14 13F JustInvest LLC 2.886 -32,46 295 -32,65
2026-04-17 13F Braeburn Wealth Management LLC 4.588 -12,71 469 -12,83
2026-05-12 13F TD Waterhouse Canada Inc. 48.011 -30,65 4.897 -31,02
2026-04-17 13F Monticello Wealth Management, Llc 12.658 -2,20 1.294 -2,49
2026-04-16 13F Phillips Financial Management, Llc 9.911 -16,48 1.013 -16,69
2026-05-11 13F Commerce Bank 9.361 -1,06 957 -1,34
2026-04-15 13F Bright Futures Wealth Management, LLC. 5.567 -4,61 569 -4,85
2026-05-04 13F Mml Investors Services, Llc 249.807 -13,26 25.543 -13,51
2026-04-15 13F DAVENPORT & Co LLC 2.143 -3,94 219 -3,95
2026-04-15 13F Hilltop Wealth Advisors, Llc 40.537 -5,42 4.145 -5,71
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-28 13F Kingswood Wealth Advisors, Llc 4.314 -37,84 441 -37,97
2026-05-14 13F Captrust Financial Advisors 54.461 -4,44 5.569 -4,71
2026-04-27 13F Oxbow Advisors, LLC 0 -100,00 0
2026-04-17 13F Krilogy Financial LLC 0 -100,00 0
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-06 13F Crescent Grove Advisors, LLC 162.440 -0,47 16.609 -0,75
2026-05-13 13F Bank OZK 2.795 -8,63 286 -8,95
2026-05-06 13F Assetmark, Inc 2.843 -6,23 291 -6,45
2026-04-28 13F Townsend & Associates, Inc 319.320 -12,10 34.078 -11,08
2026-05-15 13F Goldman Sachs Group Inc 434.741 -22,31 44.452 -22,53
2026-04-30 13F Petix & Botte Co 71.297 -53,24 14.746 -5,69
2026-02-11 13F Alteri Wealth LLC 0 -100,00 0 -100,00
2026-05-14 13F Baird Financial Group, Inc. 125.476 -57,26 12.830 -57,39
2026-04-07 13F Legacy Solutions, Llc 70.673 -5,56 7.226 -5,83
2026-04-08 13F First Heartland Consultants, Inc. 19.081 -3,30 1.951 -3,61
2026-05-04 13F Copia Wealth Management 7 -12,50 1
2026-05-15 13F MidFirst Bank 434 -5,03 44 -4,35
2026-04-15 13F Verum Partners LLC 0 -100,00 0
2026-05-15 13F Dean Investment Associates, Llc 14.756 -88,26 1.509 -88,30
2026-01-20 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0
2026-01-30 13F Joel Isaacson & Co., LLC 0 -100,00 0
2026-04-22 13F Motco 159 -44,21 16 -44,83
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 32.545 -1,47 3.328 -1,74
2026-04-28 13F Integrated Advisors Network LLC 36.602 -79,55 3.743 -79,61
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-05-13 13F Lloyd Advisory Services, LLC. 0 -100,00 0
2026-04-27 13F Sound Income Strategies, LLC 10.369 -0,97 1.062 -3,72
2026-05-15 13F Cresset Asset Management, LLC 24.309 -26,87 2.486 -27,08
2026-05-14 13F Cwm, Llc 568.929 -7,20 58.173 93.725,81
2026-04-30 13F Valued Wealth Advisors LLC 3.209 -0,16 328 -0,30
2026-05-07 13F Northwestern Mutual Wealth Management Co 246.630 -36,32 25.218 -36,50
2026-04-27 13F HB Wealth Management, LLC 8.257 -3,30 844 -3,54
2026-04-29 13F Garde Capital, Inc. 237.433 -1,63 24.278 -1,91
2026-04-02 13F Collective Family Office Llc 9.593 -26,73 981 -26,97
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-05-13 13F Drake & Associates, LLC 20.397 -5,79 2.086 -6,08
2026-04-22 13F SC&H Financial Advisors, Inc. 3.080 -0,48 315 -0,95
2026-01-13 13F John W. Brooker & Co., CPAs 0 -100,00 0
2026-05-07 13F Carl P. Sherr & Co., LLC 136.427 -0,41 13.950 -3,23
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0 -100,00
2026-05-04 13F Equity Investment Corp 42.378 -53,89 4.333 -54,02
2026-05-21 13F Essential Partners LLC 0 -100,00 0 -100,00
2026-04-24 13F National Asset Management, Inc. 0 -100,00 0
2026-04-27 13F Td Private Client Wealth Llc 93.484 -11,09 9.559 -11,34
2026-05-05 13F Atria Investments Llc 118.551 -29,98 12.122 -30,18
2026-04-27 13F Prasad Wealth Partners, LLC 2.299 -6,09 235 -6,00
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 17.989 -0,62 1.839 -0,92
2026-05-15 13F Fortress Financial Group, Llc 139.371 -1,15 14.251 -1,43
2026-05-16 13F Sunbelt Securities, Inc. 34.543 -7,73 3.532 -7,97
2026-01-29 13F Midwest Capital Advisors, LLC 0 -100,00 0
2026-04-16 13F Roble, Belko & Company, Inc 5.864 -0,86 1
2026-05-11 13F Daymark Wealth Partners, Llc 2.696 -0,88 276 -1,08
2026-05-12 13F Awm Capital, Llc 5.100 -3,10 522 -3,34
2026-04-21 13F Pinnacle Associates Ltd 2.621 -1,69 268 -2,20
2026-02-10 13F New Republic Capital, LLC 0 -100,00 0
2026-05-15 13F AlphaCore Capital LLC 900 -14,69 92 -14,81
2026-04-22 13F Caldwell Trust Co 201 -25,83 21 -25,93
2026-05-05 13F Fisher Asset Management, LLC 2.633 -38,21 269 -38,30
2026-05-11 13F Aptus Capital Advisors, LLC 1.518 -5,95 155 -6,06
2026-05-13 13F Buckingham Strategic Partners 31.433 -0,50 3.209 -0,96
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-04-15 13F Northbridge Financial Group, Llc 4.115 -8,15 433 -5,66
2026-05-15 13F Alliancebernstein L.p. 82.275 -8,50 8.436 -8,49
2026-05-04 13F Savant Capital, LLC 147.252 -0,48 15.057 -0,76
2026-05-21 13F Verus Capital Partners, Llc 11.166 -25,72 1.142 -25,96
2026-04-09 13F Pacifica Partners Inc. 0 -100,00 0
2026-04-14 13F Retirement Management Systems Inc. 5.730 -9,91 586 -10,28
2026-05-13 13F Brinker Capital Investments, LLC 15.883 -24,69 1.624 -24,88
2026-02-06 13F Pathway Financial Advisers, LLC 0 -100,00 0
2026-05-01 13F Abound Financial, Llc 650 -19,35 66 -19,51
2026-05-14 13F Ieq Capital, Llc 7.951 -3,65 813 -4,02
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 0 -100,00 0
2026-05-06 13F Deutsche Bank Ag\ 42.232 -1,71 4.318 -1,98
2026-05-14 13F Diversified Enterprises, LLC 3.750 -1,60 383 -1,79
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-05-08 13F Endowment Wealth Management, Inc. 13.343 -0,90 1.364 -1,16
2026-04-24 13F Root Financial Partners, LLC 148 -29,52 15 -28,57
2026-01-26 13F Northwest Capital Management Inc 0 -100,00 0
2026-05-07 13F Next Capital Management LLC 19.560 -4,03 2.000 -4,26
2026-05-15 13F/A EverSource Wealth Advisors, LLC 1.809 -15,90 185 -16,36
2026-05-14 13F Rockefeller Capital Management L.P. 216.562 -0,03 22.144 -0,32
2026-04-10 13F Waldron Private Wealth LLC 234.683 -2,19 23.997 -2,47
2026-05-15 13F Smartleaf Asset Management LLC 935 -41,67 94 -43,64
2026-05-08 13F Valeo Financial Advisors, LLC 4.746 -13,71 485 -13,85
2026-05-07 13F Sagespring Wealth Partners, Llc 2.841 -9,41 290 -9,66
2026-05-07 13F MONECO Advisors, LLC 8.324 -5,37 851 -5,55
2026-04-28 13F Quent Capital, LLC 96.370 -2,32 9.854 -2,60
2026-02-03 13F Mma Asset Management Llc 0 -100,00 0
2026-05-01 13F R. W. Roge & Company, Inc. 9.677 -0,39 1
2026-05-05 13F Premier Financial Group 0 -100,00 0
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-04-29 13F American Wealth Advisors, LLC 0 -100,00 0
2026-05-13 13F Ankerstar Wealth, LLC 781 -27,75 80 -28,18
2026-04-29 13F IAG Wealth Partners, LLC 236 -79,88 24 -80,00
2026-05-01 13F Symphony Financial, Ltd. Co. 74.408 -5,86 7.574 -6,86
2026-04-13 13F Catalyst Private Wealth, Llc 32.280 -5,52 3.301 -5,80
2026-05-11 13F Fourth Dimension Wealth, LLC 1.740 -5,90 178 -6,35
2026-04-14 13F Northwest Wealth Management, Llc 8.107 -0,07 829 -0,36
2026-04-23 13F Blue Rock Wealth Management LLC 0 -100,00 0
2026-04-30 13F SkyOak Wealth, LLC 200.476 -0,27 20.499 -0,55
2026-04-23 13F Caliber Wealth Management, LLC / KS 26.971 -3,37 2.758 -3,67
2026-05-13 13F BCJ Capital Management, LLC 155.090 -32,75 15.858 -32,94
2026-04-15 13F ERTS Wealth Advisors, LLC 110.281 -3,39 11.276 -3,66
2026-05-04 13F 1 North Wealth Services Llc 450 -50,00 46 -50,00
2026-01-23 13F Prism Advisors, Inc. 0 -100,00 0
2026-04-13 13F IFP Advisors, Inc 2.208 -43,59 226 -43,89
2026-05-07 13F One Charles Private Wealth Services, LLC 7.533 -21,52 770 -21,75
2026-01-30 13F Richardson Capital Management LLC 0 -100,00 0
2026-04-13 13F Bank of New Hampshire 0 -100,00 0
2026-04-28 13F Lansing Street Advisors 9.561 -4,88 978 -5,15
2026-02-12 13F Tripletail Wealth Management, LLC 0 -100,00 0
2026-05-15 13F Empowered Funds, LLC 12.513 -7,34 1.279 -7,59
2026-04-14 13F USA Financial Portformulas Corp 3.371 -40,57 345 -40,79
2026-05-14 13F Cambria Investment Management, L.P. 12.513 -6,96 1.279 -7,25
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 94.482 -1,26 9.665 -0,91
2026-05-13 13F SRS Capital Advisors, Inc. 6.132 -1,32 627 -1,57
2026-05-15 13F Asset Management Group, Inc. 43.480 -8,67 4.446 -8,93
2026-02-04 13F Colonial River Wealth Management, LLC 0 -100,00 0
2026-05-15 13F Tudor Investment Corp Et Al 2.220 -96,33 227 -96,36
2026-02-13 13F Tableaux Llc 0 -100,00 0
2026-05-14 13F EP Wealth Advisors, Inc. 37.592 -3,92 3.844 -4,19
2026-05-12 13F Vista Private Wealth Partners. LLC 19.503 -40,82 2.119 -32,04
2026-02-13 13F Peak Planning Group, LLC 0 -100,00 0 -100,00
2026-05-01 13F Johnson Investment Counsel Inc 0 -100,00 0
2026-04-14 13F eCIO, Inc. 0 -100,00 0
2026-05-01 13F Wealthspire Advisors, LLC 6.365 -41,08 651 -41,28
2026-05-07 13F Disciplina Capital Management LLC 0 -100,00 0
2026-05-15 13F Strategies Wealth Advisors, LLC 203.013 -3,58 20.758 -3,85
2026-05-15 13F Citadel Advisors Llc Call 2.800 -22,22 286 -22,49
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-01-16 13F Crewe Advisors LLC 0 -100,00 0
2026-05-15 13F Brown Advisory Inc 5.039 -7,52 515 -7,71
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-05-05 13F PFG Advisors 18.235 -11,01 1.865 -11,28
2026-05-11 13F Valpey Financial Services, LLC 27.678 -4,19 2.830 -4,46
2026-02-10 13F Rice Partnership, LLC 0 -100,00 0
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-05-14 13F Capital Analysts, Inc. 2.145 -7,58 0
2026-04-29 13F BEAM Asset Management, LLC 60.870 -1,30 6.224 -1,57
2026-05-05 13F West Paces Advisors Inc. 0 -100,00 0
2026-05-14 13F Plum Street Advisors, LLC 2.243 -0,53 229 -0,87
2026-04-16 13F Brookstone Capital Management 0 -100,00 0
2026-05-11 13F Eldridge Investment Advisors, Inc. 11.102 -1,98 1.135 -2,24
2026-04-28 13F Stephens Inc /ar/ 3.916 -2,97 400 -3,15
2026-04-23 13F Farmers & Merchants Investments Inc 48 -22,58 5 -33,33
2026-04-23 13F Castellan Group, LLC 0 -100,00 0
2026-05-12 13F M Holdings Securities, Inc. 12.233 -4,55 1 0,00
2026-02-17 13F Two Sigma Investments, Lp 0 -100,00 0
2026-04-08 13F Wealthspan Partners, Llc 3.059 -8,99 313 -9,30
2026-05-11 13F Easterly Investment Partners Llc 0 -100,00 0
2026-04-16 13F Annex Advisory Services, LLC 5.583 -5,10 571 -5,47
2026-05-11 13F Prudent Investors Network 5.577 -1,69 570 -1,89
2026-05-15 13F Charles Schwab Investment Management Inc 85.459 -10,50 8.745 -10,68
2026-05-13 13F Wealth Advisors of Iowa, LLC 24.966 -0,36 2.553 -0,66
2026-04-20 13F Naples Global Advisors, Llc 3.154 -0,79 322 -0,92
2026-05-14 13F Quattro Advisors LLC 0 -100,00 0
2026-04-07 13F CoreCap Advisors, LLC 1.375 -10,19 141 -10,26
2026-02-12 13F BRYN MAWR TRUST Co 0 -100,00 0 -100,00
2026-05-14 13F Boreal Capital Management LLC 0 -100,00 0
2026-04-15 13F Motive Wealth Advisors 75.222 -0,89 7.691 -1,17
2026-05-11 13F Mitchell Capital Management Co 4.629 -20,57 473 -20,77
2026-05-11 13F Peak Retirement Planning, Inc. 3.826 -0,16 391 -0,26
2026-05-12 13F Fielder Capital Group LLC 0 -100,00 0
2026-05-15 13F Qube Research & Technologies Ltd 1.807 -69,65 185 -69,84
2026-05-11 13F Evermay Wealth Management Llc 8.741 -5,35 894 -5,60
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 4.402 -91,70 450 -91,73
2026-04-09 13F Veracity Capital LLC 360.856 -10,89 36.897 -11,14
2026-05-14 13F Modern Wealth Management, LLC 39.526 -6,08 4.047 -6,21
2026-04-28 13F WJ Wealth Management, LLC 15.964 -2,92 1.632 -3,20
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0 -100,00
2026-05-04 13F Legacy Financial Group LLC 2.324 -14,34 238 -18,28
2026-05-13 13F Cetera Investment Advisers 710.815 -4,41 72.681 -4,68
2026-04-15 13F Elevatus Welath Management 2.807 -0,85 287 -1,03
2026-04-20 13F Breakwater Capital Group 45.720 -2,05 4.675 -2,34
2026-04-20 13F Kestra Private Wealth Services, Llc 286.084 -16,07 29.252 -16,31
2026-04-22 13F Matauro, Llc 22.672 -6,58 2.318 -6,83
2026-05-07 13F FourThought Financial Partners, LLC 4.540 -3,20 464 -3,33
2026-04-21 13F Venturi Wealth Management, LLC 791.991 -38,95 80.981 -39,13
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 3.383 -5,74 346 -5,99
2026-04-17 13F Forefront Wealth Partners, LLC 37.148 -9,87 3.798 -10,13
2026-05-14 13F StoneX Group Inc. 3.716 -32,86 380 -33,16
2026-04-20 13F Ronald Blue Trust, Inc. 4.275.724 -3,66 437.193 -3,93
2026-04-13 13F TL Private Wealth 17.663 -2,00 1.844 -2,74
2026-05-05 13F Tortoise Investment Management, LLC 101.314 -2,31 10.359 -2,59
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-04-27 13F GDS Wealth Management 228.072 -5,55 23.320 -5,82
2026-05-04 13F Nadler Financial Group, Inc. 453.426 -1,07 46.363 -1,35
2026-05-04 13F First National Bank of Hutchinson 3.026 -17,82 309 -18,04
2026-05-04 13F Nwam Llc 10.831 -7,42 1.108 -10,00
2026-05-01 13F Valmark Advisers, Inc. 67.597 -4,14 6.912 -4,41
2026-05-14 13F Wealth Alliance 3.663 -4,19 375 -4,59
2026-05-14 13F Renaissance Technologies Llc 28.600 -40,04 2.924 -40,22
2026-05-14 13F Gladstone Institutional Advisory LLC 7.482 -15,95 765 -16,12
2026-05-07 13F Regimen Wealth, Llc 6.129 -8,89 627 -9,14
2026-02-18 13F Onyx Bridge Wealth Group LLC 0 -100,00 0
2026-05-08 13F McAdam, LLC 3.415 -0,64 349 -0,85
2026-05-01 13F Thrivent Financial For Lutherans 0 -100,00 0
2026-04-27 13F TABR Capital Management, LLC 0 -100,00 0 -100,00
2026-06-03 13F/A Wealthquest Corp 12.718 -1,00 1.300 -1,29
2026-04-15 13F Occidental Asset Management, LLC 19.304 -0,30 1.974 -0,60
2026-05-15 13F Mission Wealth Management, Lp 5.706 -5,79 583 -6,12
2026-05-20 13F Hobbs Group Advisors, LLC 5.482 -0,42 561 -0,71
2026-05-06 13F Private Wealth Asset Management, LLC 0 -100,00 0
2026-04-21 13F Vigil Wealth Management, LLC 4.364 -0,41 446 -0,67
2026-04-08 13F RDA Financial Network 5.295 -14,40 541 -14,67
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 0 -100,00 0
2026-04-08 13F Miracle Mile Advisors, LLC 26.562 -1,29 2.716 -1,59
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-02-03 13F Vantage Financial Partners, LLC 23.586 -0,28 2.419 2,28
2026-04-22 13F Coastal Investment Advisors, Inc. 34 -84,04 3 -85,71
2026-05-04 13F Sigma Planning Corp 100.840 -7,27 10.311 -7,53
2026-05-13 13F 17 Capital Partners, Llc 25.663 -13,93 2.624 -14,16
2026-01-29 13F New Century Financial Group, LLC 0 -100,00 0
2026-05-11 13F Foundations Investment Advisors, LLC 20.024 -15,34 2.047 -15,59
2026-05-14 13F Pinnacle Family Advisors, LLC 2.123 -2,75 217 -2,69
2026-05-04 13F Lutz Financial Services LLC 111.571 -0,69 11.408 -0,96
2026-04-27 13F Meramec Financial Planners, LLC 0 -100,00 0
2026-05-15 13F Talisman Wealth Advisors LLC 7.705 -15,79 788 -16,19
2026-04-14 13F American State Bank (Iowa) 11.996 -4,00 1.227 -4,29
2026-05-15 13F Ameriprise Financial Inc 417.873 -0,45 42.717 -0,76
2026-04-28 13F Robertson Stephens Wealth Management, LLC 52.847 -14,21 5.404 -14,46
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