SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF - Institutionelles Eigentümerschaft - Verkäufer

Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
US ˙ ARCA ˙ US8085247067

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
(%)
2026-05-04 13F Retirement Planning Group 13.947 -2,17 460 -1,50
2026-04-21 13F Armbruster Capital Management, Inc. 35.051 -0,34 1.155 0,26
2026-04-22 13F Pinnacle Bancorp, Inc. 4.147 -2,93 137 -2,16
2026-05-13 13F WealthCollab, LLC 4.962 -28,59 163 -28,19
2026-04-13 13F Mather Group, Llc. 2.081.385 -0,69 68.582 -0,09
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-04-28 13F Integrated Advisors Network LLC 9.089 -12,00 299 -11,54
2026-05-05 13F 93 Financial Group, LLC 623.006 -3,46 20.528 -2,87
2026-04-29 13F Steele Capital Management, Inc. 292.361 -0,56 9.633 0,05
2026-05-11 13F Elevated Financial Group LLC 49.532 -2,90 1.632 -2,28
2026-04-21 13F Foster & Motley Inc 13.953 -12,41 0
2026-04-21 13F Grimes & Company, Inc. 73.784 -6,25 2.431 -5,67
2026-05-15 13F Citadel Advisors Llc 27.633 -97,46 911 -97,45
2026-04-07 13F Signaturefd, Llc 9.034 -12,87 298 -12,39
2026-05-01 13F Bensler, LLC 10.136 -13,06 334 -12,60
2026-04-29 13F Global Strategic Investment Solutions, LLC 9.200 -4,55 303 -3,81
2026-05-12 13F Rsm Us Wealth Management Llc 15.300 -5,66 504 -5,08
2026-04-22 13F Stone Point Wealth LLC 7.822 -2,36 258 -1,91
2026-04-27 13F Koshinski Asset Management, Inc. 25.371 -0,14 836 0,36
2026-05-11 13F WFA of San Diego, LLC 5.041 -5,28 166 -4,60
2026-05-14 13F Strategic Financial Planning, Inc. 0 -100,00 0
2026-05-15 13F State Street Corp 8.486 -18,51 280 -18,18
2026-01-30 13F North Star Investment Management Corp. 0 -100,00 0
2026-02-17 13F SageView Advisory Group, LLC 3.358.935 -9,47 110.005 -11,15
2026-04-17 13F BCS Wealth Management 37.178 -51,91 1.225 -51,62
2026-05-01 13F Avion Wealth 38 -95,04 0
2026-05-15 13F Breakwater Investment Management 63.897 -10,67 2.105 -10,12
2026-04-30 13F Opus Capital Group, LLC 0 -100,00 0
2026-05-15 13F AlphaCore Capital LLC 284.654 -8,43 9.379 -7,87
2026-04-27 13F Certior Financial Group, Llc 6.156 -12,92 203 -12,55
2026-05-14 13F Johnson Financial Group, LLC 186.632 -2,58 6.150 -1,99
2026-05-15 13F Royal Bank Of Canada 299.735 -17,93 9.876 -17,43
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 78.319 -12,63 2.581 -12,10
2026-04-15 13F Adamsbrown Wealth Consultants Llc 147.688 -65,54 4.866 -65,33
2026-05-06 13F Alteri Wealth LLC 12.239 -4,48 403 -3,82
2026-05-15 13F IHT Wealth Management, LLC 346.432 -2,27 11.415 -1,67
2026-01-06 13F Tucker Asset Management Llc 0 -100,00 0 -100,00
2026-05-07 13F Coastwise Capital Group, LLC 17.408 -5,15 574 -4,66
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-05-14 13F Venture Visionary Partners LLC 6.313 -2,49 208 -1,89
2026-05-20 13F/A Arete Wealth Advisors, LLC 17.358 -50,72 572 57.000,00
2026-05-05 13F Aspiring Ventures, LLC 11.299 -7,38 372 -6,77
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 391 -2,01 13 -7,69
2026-04-22 13F Seneca Financial Advisors LLC 287.716 -3,50 9.480 -2,91
2026-04-29 13F Sigma Investment Counselors Inc 7.974 -25,25 263 -24,93
2026-04-21 13F Navigation Wealth Management, Inc. 30.868 -3,65 1.017 -3,05
2026-04-07 13F Heartwood Wealth Advisors LLC 1.471.629 -4,99 48.490 -4,41
2026-05-08 13F Wilkerson Advisory Group LLC 351 -41,50 12 -42,11
2026-05-13 13F IF Advisors, LLC 19.402 -0,01 639 0,63
2026-05-14 13F Hazlett, Burt & Watson, Inc. 375 -18,48 0
2026-04-16 13F Roble, Belko & Company, Inc 8.467 -26,65 0
2026-05-14 13F Cwm, Llc 26.437 -27,62 871 87.000,00
2026-02-27 13F Compass Financial Services Inc 0 -100,00 0
2026-05-11 13F HBK Sorce Advisory LLC 792.488 -1,98 29.171 3,24
2026-02-13 13F Clearview Wealth Advisors LLC 20.830 -1,11 682 -2,85
2026-04-10 13F/A WLTH Capital Management, LLC 25.065 -0,12 826 -6,57
2026-05-07 13F Meeder Advisory Services, Inc. 15.810 -12,48 521 -12,01
2026-05-06 13F Windward Private Wealth Management Inc. 39.330 -0,93 1.296 -0,38
2026-05-15 13F Advisory Services Network, LLC 24.411 -3,42 804 -2,78
2026-01-23 13F Blue Sky Capital Consultants Group, Inc. 0 -100,00 0
2026-04-27 13F Victory Financial Group, Llc 0 -100,00 0
2026-05-13 13F Buckingham Strategic Partners 12.378 -61,99 408 -61,82
2026-04-14 13F OLIO Financial Planning 38.742 -2,82 1.277 -2,22
2026-05-12 13F Atlantic Union Bankshares Corp 102 -49,50 3 -50,00
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 1.288.013 -42,36 42.273 -44,27
2026-01-14 13F Wealthcare Advisory Partners LLC 0 -100,00 0
2026-02-11 13F First Command Advisory Services, Inc. 0 -100,00 0
2026-05-14 13F Jacobs Equity LLC 118.759 -3,73 4.387 8,56
2026-05-11 13F Pathstone Holdings, LLC 346.106 -2,62 11.404 -2,02
2026-05-13 13F/A Jpmorgan Chase & Co 1.721.550 -0,49 54.935 -3,05
2026-04-21 13F Red Tortoise LLC 308.145 -2,07 10.151 -1,49
2026-04-28 13F Winthrop Capital Management, LLC 58.919 -1,33 2 0,00
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-05-05 13F Keyvantage Wealth, Llc 19.266 -39,86 635 -39,56
2026-04-07 13F Retirement Wealth Solutions LLC 0 -100,00 0 -100,00
2026-05-13 13F DRW Securities, LLC 0 -100,00 0
2026-05-15 13F Cresset Asset Management, LLC 316.078 -5,21 10.415 -4,64
2026-04-30 13F Financial Freedom, LLC 47 -83,15 2 -88,89
2026-05-07 13F CFG Wealth Management Services, Inc. 159.767 -0,08 5.270 0,65
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-05-12 13F Orcam Financial Group 88.569 -1,30 2.918 -0,68
2026-04-15 13F Riversedge Advisors, Llc 8.608 -5,31 284 -4,71
2026-04-27 13F Marotta Asset Management 141.505 -1,88 4.675 -1,02
2026-05-14 13F Captrust Financial Advisors 322.381 -2,65 10.622 -2,06
2026-05-11 13F Blue Bell Private Wealth Management, Llc 16.714 -0,84 551 -0,18
2026-05-07 13F Lowe Brockenbrough & Co Inc 35.568 -3,12 1.172 -2,58
2026-01-20 13F Independence Bank of Kentucky 0 -100,00 0
2026-04-20 13F Fonville Wealth Management LLC 24.238 -0,22 799 0,38
2026-05-01 13F International Assets Investment Management, Llc 12.455 -0,29 412 0,49
2026-01-29 13F Kestra Private Wealth Services, Llc 0 -100,00 0
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 11.151 -30,22 367 -29,83
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-05-12 13F Clal Insurance Enterprises Holdings Ltd 8.486 -18,51 0
2026-04-24 13F Livet Wealth, LLC 14.302 -0,29 471 0,43
2026-05-13 13F Parkshore Wealth Management, Inc. 8.129 -3,21 268 -2,91
2026-05-15 13F Brown Advisory Inc 16.626 -3,07 548 -2,50
2026-05-01 13F Emerald Investment Partners, Llc 115.989 -3,18 3.822 -2,62
2026-05-15 13F Laird Norton Trust Company, Llc 35.238 -10,19 1.161 -9,65
2026-05-12 13F Omega Financial Group, LLC 98.531 -3,59 3.247 -3,02
2026-04-08 13F Arlington Trust Co LLC 4.775 -47,30 157 -46,96
2026-05-01 13F Carnegie Capital Asset Management, LLC 7.939 -1,11 262 -0,38
2026-04-16 13F Johnson Bixby & Associates, LLC 37.551 -5,68 1.237 -5,07
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-04-24 13F Smithbridge Asset Management Inc/de 0 -100,00 0
2026-04-16 13F Ironwood Financial, llc 0 -100,00 0
2026-05-12 13F Stifel Financial Corp 197.130 -1,33 6.495 -0,73
2026-05-04 13F SJA Financial Advisory, LLC 23.899 -11,76 787 -11,27
2026-04-13 13F Trust Co 33 -90,38 1 -90,91
2026-05-11 13F Atlas Capital Advisors Llc 11.959 -14,00 394 -13,41
2026-05-12 13F Cooper/haims Advisors, Llc 1.055.311 -11,03 34.772 -10,49
2026-05-06 13F Bartlett & Co. Wealth Management Llc 118.151 -1,56 4.216 7,25
2026-05-08 13F Steward Partners Investment Advisory, Llc 1.560 -2,01 51 -1,92
2026-05-14 13F Advisory Alpha, LLC 7.657 -2,63 252 -1,95
2026-04-22 13F Fearless Solutions, LLC dba Best Invest 28.660 -3,41 944 -2,78
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-05 13F HighTower Advisors, LLC 9.475.403 -1,94 312.214 -1,34
2026-04-14 13F SigFig Wealth Management, LLC 326.253 -1,54 10.750 -1,40
2026-04-16 13F Diversified Trust Co 42.772 -41,35 1.409 -41,00
2026-05-14 13F StoneX Group Inc. 0 -100,00 0
2026-05-13 13F Lido Advisors, LLC 14.043 -11,51 463 -12,33
2026-04-22 13F TruNorth Capital Management, LLC 449.426 -0,56 14.809 0,05
2026-05-05 13F Ackerman Capital Advisors, LLC 196.507 -4,40 6.475 -3,82
2026-05-14 13F Laraway Financial Inc 15.969 -6,88 526 -6,24
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-05-12 13F Parsonex Advisory Services, Inc. 21.665 -7,78 714 -7,28
2026-05-13 13F/A Quadrant Capital Group Llc 43.070 -3,79 1.419 -3,21
2026-05-11 13F Citigroup Inc 98.658 -0,89 3.251 -0,31
2026-04-23 13F Accurate Wealth Management, LLC 82.786 -23,77 2.863 -21,95
2026-04-28 13F Golden State Wealth Management, LLC 10.416 -0,30 343 0,29
2026-04-22 13F Arcataur Capital Management LLC 77.768 -2,95 2.562 -2,36
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 325.155 -1,72 11 0,00
2026-05-05 13F Prairieview Wealth Partners, Llc 9.971 -0,53 329 0,00
2026-05-14 13F EP Wealth Advisors, Inc. 146.338 -7,93 4.822 -7,38
2026-04-15 13F Gradient Capital Advisors, LLC 14.400 -0,91 474 -0,21
2026-04-17 13F ZynergyRetirementPlanningLLC 113.577 -4,25 3.742 -3,66
2026-05-01 13F Evolution Advisers, Inc. 4.908 -8,67 0
2026-05-14 13F Nicolet Bankshares Inc 13.592 -9,94 448 -9,51
2026-05-01 13F Droms Strauss Advisors Inc /mo/ /adv 433.989 -3,06 14.300 -2,47
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-05-04 13F Sigma Planning Corp 23.995 -5,52 791 -4,93
2026-05-15 13F Waterford Advisors, LLC 11.780 -6,36 331 -19,27
2026-05-15 13F Change Path, LLC 6.737 -7,75 222 -7,53
2026-05-12 13F Cascade Financial Partners, LLC 116.984 -1,25 3.855 -0,64
2026-04-17 13F Great Waters Wealth Management 9.101 -4,68 300 -4,17
2026-04-08 13F Dynamic Advisor Solutions LLC 8.380 -3,53 276 -2,82
2026-04-27 13F Sierra Ocean, Llc 220.904 -2,17 7.279 -1,58
2026-04-24 13F RKL Wealth Management LLC 120.166 -11,98 3.959 -11,45
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-13 13F Arkansas Financial Group, Inc. 219.433 -2,77 7.553 2,18
2026-04-27 13F River's Edge Wealth Management, Llc 18.212 -1,94 653 0,00
2026-05-12 13F Up Strategic Wealth Investment Advisors Llc 55.104 -1,53 2.017 3,17
2026-04-07 13F Myecfo, Llc 108.701 -1,09 3.582 -0,50
2026-05-01 13F Johnson Investment Counsel Inc 8.349 -4,30 275 -3,51
2026-05-07 13F Cassaday & Co Wealth Management LLC 12.214 -0,90 402 -0,25
2026-04-15 13F Motive Wealth Advisors 11.819 -13,70 389 -13,17
2026-05-14 13F Passive Capital Management, LLC. 51.938 -0,80 1.711 -0,18
2026-04-22 13F Evensky & Katz LLC 17.854 -10,57 1
2026-02-03 13F Mma Asset Management Llc 0 -100,00 0 -100,00
2026-05-07 13F TCTC Holdings, LLC 0 -100,00 0
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 142.869 -2,79 4.708 -2,18
2026-05-11 13F Ashton Thomas Private Wealth, LLC 6.279 -20,57 207 -20,16
2026-05-15 13F Tower Research Capital LLC (TRC) 19 -94,77 1 -100,00
2026-05-15 13F Mercer Global Advisors Inc /adv 1.446.971 -2,74 47.678 -2,15
2026-05-01 13F Anchor Investment Management, LLC 58.952 -0,54 1.942 0,05
2026-04-08 13F Bond & Devick Financial Network, Inc. 37.353 -1,70 1.231 -1,13
2026-02-05 13F Security National Bank 0 -100,00 0
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 18.663 -3,77 615 -3,31
2026-04-27 13F BCK Partners, Inc. 96.524 -0,61 3.180 0,00
2026-05-15 13F Empowered Funds, LLC 6.128 -17,45 202 -17,28
2026-05-11 13F Per Stirling Capital Management, LLC. 27.256 -1,10 898 -0,44
2026-05-14 13F Rockbridge Investment Management, LCC 156.494 -2,35 5.156 -1,75
2026-04-09 13F Acropolis Investment Management, LLC 16.395 -0,71 540 0,00
2026-05-14 13F Apriem Advisors 272.299 -0,63 8.972 -0,02
2026-04-22 13F Janney Montgomery Scott LLC 0 -100,00 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-14 13F Boyer & Corporon Wealth Management, LLC 20.361 -7,35 671 -6,82
2026-05-15 13F Summit Financial, LLC 19.718 -4,89 650 -4,28
2026-04-17 13F Blankinship & Foster, LLC 63.954 -0,23 2.107 0,38
2026-05-15 13F Squarepoint Ops LLC 0 -100,00 0
2026-05-15 13F Peapack Gladstone Financial Corp 48.223 -4,34 2 0,00
2026-04-07 13F Howard Financial Services, Ltd. 81.752 -0,16 2.694 0,45
2026-04-08 13F Emergent Wealth Advisors, LLC 6.739 -1,10 222 -0,45
2026-04-06 13F GAMMA Investing LLC 0 -100,00 0
2026-04-27 13F Apeiron RIA LLC 12.684 -0,91 418 -5,66
2026-04-27 13F BIP Wealth, LLC 0 -100,00 0
2026-04-23 13F Emerald Advisors, LLC 38.402 -0,52 1.265 0,08
2026-04-22 13F Spire Wealth Management 1.213 -13,60 40 -13,33
2026-05-08 13F Russell Investments Group, Ltd. 1.431 -10,28 47 -9,62
2026-04-15 13F Guardian Financial Partners, LLC 181.780 -1,50 5.990 -0,91
2026-04-07 13F Park Avenue Securities Llc 0 -100,00 0
2026-05-11 13F CAPROCK Group, Inc. 7.151 -4,03 236 -3,69
2026-04-13 13F/A Sunburst Financial Group, LLC 33.024 -9,61 1.088 -9,03
2026-04-10 13F Cooke Wealth Management, LLC 12.488 -6,21 411 -9,67
2026-05-08 13F Resources Investment Advisors, LLC. 42.668 -1,22 1.406 -0,64
2026-02-10 13F Blue Barn Wealth, LLC 0 -100,00 0
2026-05-04 13F Flaharty Asset Management, LLC 10.573 -27,48 348 -27,04
2026-05-14 13F Zacks Investment Management 179.057 -2,04 5.900 -1,45
2026-05-06 13F Proffitt & Goodson Inc 5.761 -2,54 190 -2,07
2026-05-01 13F Mutual Advisors, LLC 40.108 -51,17 1.322 -50,87
2026-05-08 13F Pnc Financial Services Group, Inc. 29.259 -0,91 964 -0,31
2026-04-23 13F Private Wealth Management Group, LLC 6.490 -2,63 214 -2,29
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-04-24 13F Goldstone Financial Group, LLC 75.131 -4,46 2.476 -3,88
2026-05-07 13F Dakota Wealth Management 98.053 -5,78 3.231 -5,22
2026-05-06 13F Hartland & Co., LLC 6.713 -1,08 221 -0,45
2026-04-14 13F Plancorp, LLC 8.974 -0,51 310 5,08
2026-04-17 13F Ignite Planners, LLC 37.999 -2,22 1.243 -6,96
2026-04-24 13F Bishop & Co Investment Management, LLC 121.813 -12,91 4.014 -12,38
2026-05-08 13F SHP Wealth Management 10.572 -35,32 348 -34,95
2026-05-14 13F Cambria Investment Management, L.P. 6.128 -8,84 202 -8,64
2026-05-01 13F Smart Portfolios, LLC 14.420 -0,52 475 0,21
2026-04-24 13F Root Financial Partners, LLC 3.554 -13,04 117 -12,03
2026-04-20 13F Godsey & Gibb Associates 1.220 -9,96 40 -9,09
2026-03-12 13F Winthrop Partners - Wny, Llc 0 -100,00 0
2026-05-15 13F/A EverSource Wealth Advisors, LLC 26.904 -9,58 886 -9,03
2026-05-14 13F Orleans Capital Management Corp/la 0 -100,00 0
2026-05-15 13F Fort Vancouver Investment Management, LLC 31.584 -0,02 1.041 0,58
2026-04-27 13F Exencial Wealth Advisors, Llc 11.219 -4,38 370 -3,91
2026-04-14 13F Patriot Investment Management Inc. 158.737 -2,89 5.230 -2,30
2026-05-13 13F Schoolcraft Capital LLC 14.731 -1,09 485 -0,41
2026-04-16 13F Phillips Financial Management, Llc 1.558 -27,94 51 -27,14
2026-05-05 13F PFG Advisors 13.146 -1,17 433 -0,46
2026-04-17 13F James J. Burns & Company, LLC 58.157 -2,77 1.916 -2,19
2026-04-16 13F Davis Capital Management 237 -5,95 8 -12,50
2026-05-11 13F Evermay Wealth Management Llc 14.603 -1,34 481 -0,62
2026-05-15 13F Fmr Llc 1.565.070 -0,96 51.569 -0,35
2026-05-14 13F Financial Engines Advisors L.L.C. 15.542.282 -4,13 512.118 -3,54
2026-04-07 13F Stonekeep Investments, LLC 114.007 -0,64 3.757 125.100,00
2026-04-15 13F Snider Financial Group 8.422 -13,81 278 -13,44
2026-04-20 13F McKinley Carter Wealth Services, Inc. 7.506 -12,48 247 -11,79
2026-05-06 13F Sentinus, LLC 18.072 -5,45 595 -4,80
2026-04-15 13F Financial Management Professionals, Inc. 2.984 -12,11 98 -11,71
2026-04-29 13F Armor Investment Advisors, LLC 42.724 -9,30 1.408 -8,75
2026-05-06 13F Cornerstone Planning Group LLC 299 -22,34 11 -23,08
2026-05-04 13F Keeler & Nadler Financial Planning & Wealth Management 13.768 -2,15 454 -1,52
2026-05-08 13F Sofos Investments, Inc. 0 -100,00 0
2026-04-09 13F Wedmont Private Capital 264.567 -0,20 9.106 1,96
2026-05-08 13F SYM FINANCIAL Corp 15.669 -8,72 516 -8,19
2026-04-22 13F Storen Legacy Partners, LLC 0 -100,00 0
2026-05-13 13F Bank Of Montreal /can/ 32.760 -6,20 1.079 -5,60
2026-05-14 13F Modern Wealth Management, LLC 14.506 -12,05 479 -11,30
2026-04-27 13F Meramec Financial Planners, LLC 49.868 -11,92 1.785 -9,81
2026-04-16 13F Sheets Smith Wealth Management 14.478 -0,36 477 0,42
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-14 13F Joseph P. Lucia & Associates, LLC 8.164 -6,53 269 -5,94
2026-05-19 13F McIlrath & Eck, LLC 0 -100,00 0
2026-04-21 13F SWS Partners 12.707 -2,11 419 -1,65
2026-05-07 13F Avidian Wealth Solutions, LLC 7.094 -2,30 234 -1,69
2026-05-01 13F Valmark Advisers, Inc. 63.650 -6,04 2.097 -5,46
2026-04-22 13F Ifrah Financial Services, Inc. 87.428 -1,24 2.881 -0,66
2026-04-30 13F Sequoia Financial Advisors, LLC 84.970 -1,66 2.800 -1,06
2026-05-15 13F Destination Wealth Management 103.570 -2,81 3.413 -2,23
2026-05-12 13F Leavell Investment Management, Inc. 89.755 -1,51 2.957 -0,90
2026-02-11 13F Parallel Advisors, LLC 159.786 -2,74 5.233 -4,54
2026-05-12 13F Red Reef Advisors Llc 8.051 -2,17 265 -1,49
2026-05-15 13F Mission Wealth Management, Lp 128.247 -16,90 4.226 -16,40
2026-05-14 13F Fort Point Capital Partners LLC 105.723 -0,07 3.484 -4,18
2026-04-28 13F Altfest L J & Co Inc 26.191 -5,88 863 -5,27
2026-04-28 13F Howe & Rusling Inc 4.574 -52,85 151 -52,68
2026-04-21 13F GHP Investment Advisors, Inc. 0 -100,00 0
2026-04-23 13F Embree Financial Group 57.185 -11,35 1.884 -10,80
2026-04-08 13F Evanson Asset Management, LLC 13.602 -4,51 448 -3,86
2026-05-12 13F Jane Street Group, Llc 0 -100,00 0
2026-04-13 13F Lee Financial Co 97.683 -0,03 3.219 0,59
2026-05-04 13F Texas Yale Capital Corp. 149.598 -1,61 4.929 -1,00
2026-04-15 13F Sightline Wealth Advisors, LLC 122.947 -13,07 4.051 -12,54
2026-05-06 13F Modera Wealth Management, LLC 42.572 -5,87 1.403 -5,33
2026-05-05 13F Cherry Tree Wealth Management, LLC 17.065 -0,63 562 0,00
2026-05-11 13F Fairway Financial, LLC 156.791 -0,62 5.166 -0,02
2026-05-14 13F Ballentine Partners, LLC 650.782 -1,47 21.443 -0,86
2026-04-08 13F Cambridge Financial Group, LLC 34.601 -55,63 1.140 -49,49
2026-04-29 13F Garde Capital, Inc. 276.480 -2,67 9.110 -2,07
2026-05-11 13F Aptus Capital Advisors, LLC 44.064 -12,03 1.452 -11,52
2026-04-16 13F BlueSky Wealth Advisors, LLC 628.752 -47,01 20.717 -46,68
2026-05-08 13F McAdam, LLC 939.664 -4,35 30.962 -3,77
2026-01-21 13F Crews Bank & Trust 0 -100,00 0
2026-04-28 13F Bfsg, Llc 10.965 -0,98 361 -0,28
2026-04-24 13F EJMK Ventures LLC 11.106 -32,22 366 -31,90
2026-05-14 13F Gambit Capital Management, LLC 13.872 -14,81 457 -14,26
2026-05-15 13F NorthRock Partners, LLC 16.285 -11,96 537 -11,40
2026-01-20 13F Maryland Capital Advisors Inc. 39 -36,07 1 -50,00
2026-05-13 13F Freestone Capital Holdings, LLC 8.811 -5,32 290 -4,61
2026-02-13 13F Burton Enright Welch 0 -100,00 0
2026-04-22 13F MeadowBrook Investment Advisors LLC 2.655 -6,18 87 -5,43
2026-04-28 13F Marietta Investment Partners Llc 8.259 -10,09 272 -9,33
2026-04-06 13F Gpwm Llc 109 -5,22 4 0,00
2026-05-07 13F Rothschild Investment Llc 319 -51,52 11 -52,38
2026-04-13 13F Cordant, Inc. 7.907 -6,00 261 -5,45
2026-05-04 13F Procyon Private Wealth Partners, LLC 434.831 -3,05 14.328 -2,46
2026-04-23 13F Ironwood Wealth Management, LLC. 37.289 -0,71 1.229 -0,08
2026-04-22 13F Cornerstone Wealth Group, LLC 14.421 -1,52 509 6,26
2026-04-27 13F HB Wealth Management, LLC 41.137 -4,83 1.355 -4,24
2026-04-21 13F Nemes Rush Group LLC 0 -100,00 0
2026-05-06 13F Diversified Portfolios, Inc. 12.179 -10,77 401 -10,29
2026-05-05 13F Frazier Financial Advisors, LLC 35 -97,26 1 -97,56
2026-05-14 13F Dorsey & Whitney Trust CO LLC 14.243 -0,11 469 0,64
2026-04-07 13F Carolina Wealth Advisors, LLC 6.293 -8,86 207 -8,41
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 450.361 -3,62 14.839 -3,03
2026-05-01 13F Sachetta, LLC 17.976 -0,36 592 0,34
2026-05-07 13F Centerpoint Advisors, LLC 0 -100,00 0
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0 -100,00
2026-05-04 13F Bleakley Financial Group, LLC 95.378 -0,67 3.143 -0,06
2026-01-27 13F Waterfront Wealth Inc. 0 -100,00 0 -100,00
2026-05-04 13F Savant Capital, LLC 234.834 -1,63 7.738 -1,04
2026-02-18 13F Financial Advisory Service, Inc. 85.639 -1,26 2.805 -3,11
2026-04-28 13F Kathmere Capital Management, LLC 105.097 -0,37 3.463 0,23
2026-04-24 13F Williams Financial, LLC 76.291 -0,64 2.514 -0,04
2026-01-26 13F Northwest Capital Management Inc 0 -100,00 0
2026-04-15 13F Ami Investment Management Inc 57.777 -5,60 1.904 -5,04
2026-04-17 13F HHM Wealth Advisors, LLC 23.334 -0,66 769 -0,13
2026-05-15 13F Ancora Advisors, LLC 12.344 -0,52 407 0,00
2026-05-15 13F Tudor Investment Corp Et Al 0 -100,00 0
2026-05-08 13F Align Financial, LLC 1.235 -96,95 41 0,00
2026-04-17 13F Murphy & Mullick Capital Management Corp 24.555 -0,58 809 0,12
2026-05-13 13F NFP Retirement, Inc. 13.446 -8,72 443 -8,09
2026-05-12 13F Klingenstein Fields & Co Lp 428.431 -4,41 14.117 -3,84
2026-05-13 13F Invst, LLC 258.277 -1,42 8.510 -0,82
2026-05-15 13F MAI Capital Management 155.720 -1,39 5.131 -0,79
2026-05-11 13F Rossby Financial, LCC 4.793 -3,09 158 -1,86
2026-05-12 13F Strategic Wealth Partners, Ltd. 165 -40,00 5 -44,44
2026-05-04 13F Pacific Point Advisors, LLC 6.441 -6,16 212 -5,36
2026-05-11 13F REAP Financial Group, LLC 226 -65,96 7 -66,67
2026-03-12 13F Nalls Sherbakoff Group, Llc 50.853 -20,76 1.665 4,72
2026-01-23 13F SimpliFi, Inc. 0 -100,00 0
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-04-21 13F Wedbush Securities Inc 6.517 -2,66 0
2026-05-06 13F Sterling Financial Planning, Inc. 15.020 -1,41 495 -0,80
2026-04-20 13F SILVER OAK SECURITIES, Inc 41.984 -1,66 1.383 -1,14
2026-04-20 13F Ritholtz Wealth Management 71.850 -2,26 2.367 -1,66
2026-04-29 13F Axxcess Wealth Management, Llc 30.194 -43,86 995 -43,55
2026-04-13 13F Bourgeon Capital Management Llc 19.563 -22,77 645 -22,32
2026-05-15 13F Larson Financial Group LLC 10.951 -24,45 361 -24,05
2026-05-14 13F Sand Hill Global Advisors, LLC 23.792 -1,44 784 -0,89
2026-05-07 13F Northwestern Mutual Wealth Management Co 3.371.879 -2,66 111.103 -2,07
2026-01-23 13F Keener Financial Planning LLC 0 -100,00 0
2026-05-11 13F CacheTech Inc. 0 -100,00 0
2026-04-17 13F Athena Wealth Management, LLC 6.381 -26,70 210 -26,32
2026-04-10 13F Pure Financial Advisors, Inc. 11.346 -3,98 374 -3,37
2026-05-14 13F Us Bancorp \de\ 3.643.590 -44,32 120.056 -43,98
2026-02-06 13F Cullen/frost Bankers, Inc. 0 -100,00 0
2026-05-13 13F Ameritas Investment Partners, Inc. 23.119 -0,39 762 0,13
2026-04-20 13F Global Financial Private Client, LLC 35.022 -0,83 1.154 -0,26
2026-04-07 13F Fragasso Group Inc. 19.525 -7,42 643 -6,96
2026-05-08 13F Payne Capital Management, LLC 216.644 -0,35 7.138 0,25
2026-04-17 13F Vermillion Wealth Management, Inc. 9.104 -0,70 300 -0,33
2026-04-22 13F Aegis Wealth Management LLC 20.463 -1,00 674 -0,30
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 125.915 -0,05 4.149 0,56
2026-05-08 13F Prime Capital Investment Advisors, LLC 300.063 -7,49 9.887 -6,92
2026-05-08 13F Fund Evaluation Group, LLC 1.224.851 -3,54 40.359 -2,95
2026-05-05 13F HC Advisors, LLC 313.928 -3,03 10.344 -2,44
2026-04-21 13F MBE Wealth Management, LLC 78.016 -1,68 2.571 -1,08
2026-04-27 13F Argos Wealth Advisors, LLC 17.273 -37,83 569 -37,40
2026-05-04 13F Avantax Planning Partners, Inc. 8.324 -5,28 274 -4,53
2026-04-17 13F Watershed Private Wealth Llc 27.988 -0,62 922 0,00
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-20 13F Brandywine Oak Private Wealth Llc 109.090 -1,63 3.595 -1,02
2026-05-11 13F Sherwood Financial Partners, LLC 214.685 -4,02 7.074 -3,44
2026-05-14 13F RMG Wealth Management LLC 37 -100,00 1 -100,00
2026-05-15 13F Vawter Financial, Ltd. 22.445 -22,03 740 -21,55
2026-04-29 13F Strid Group, LLC 198.561 -1,73 6.543 -1,13
2026-05-06 13F MorganRosel Wealth Management, LLC 182.533 -39,14 6.014 -38,77
2026-05-11 13F Salomon & Ludwin, LLC 71 -4,05 2 0,00
2026-02-17 13F Glenmede Trust Co Na 22.044 -6,51 722 10,92
2026-04-24 13F Cabot Wealth Management Inc 174.124 -51,79 5.737 -51,50
2026-04-15 13F Elser Financial Planning, Inc 17.821 -8,02 581 -8,36
2026-04-17 13F Morris Financial Concepts, Inc. 8.082 -2,49 266 -1,85
2026-05-11 13F Integrity Alliance, Llc. 65.785 -6,13 2.168 -5,58
2026-05-08 13F Curtis Advisory Group, LLC 16.202 -77,80 534 -77,70
2026-04-15 13F Seacrest Wealth Management, Llc 35.273 -4,23 1.162 -6,29
2026-05-15 13F Goldman Sachs Group Inc 46.662 -8,54 1.538 -7,96
2026-04-13 13F Garrett Investment Advisors LLC 6.074 -1,84 200 -0,99
2026-05-15 13F Susquehanna International Group, Llp 654.911 -57,61 21.579 -57,35
2026-05-05 13F Rollins Financial Advisors, LLC 6.711 -29,42 221 -28,94
2026-05-13 13F Brinker Capital Investments, LLC 24.135 -19,09 795 -18,55
2026-05-08 13F Joseph Group Capital Management 0 -100,00 0
2026-04-13 13F Creative Financial Designs Inc /adv 40.414 -0,04 1.332 0,53
2026-04-15 13F Hengehold Capital Management Llc 84.835 -0,62 2.795 0,00
2026-05-07 13F JMG Financial Group, Ltd. 942.824 -2,27 31.066 -1,67
2026-04-09 13F Pinkerton Retirement Specialists, LLC 161.063 -3,34 5.275 -3,35
2026-05-19 13F Paragon Private Wealth Management, LLC 10.704 -4,10 353 -3,56
2026-05-05 13F D.a. Davidson & Co. 6.836 -2,65 225 -1,75
2026-01-23 13F Steigerwald, Gordon & Koch Inc. 0 -100,00 0
2026-04-30 13F Simplicity Wealth,LLC 21.011 -35,03 692 -34,66
2026-04-10 13F Voisard Asset Management Group, Inc. 8.127 -12,54 268 -12,17
2026-04-16 13F Upper Left Wealth Management, LLC 135.096 -8,56 4.451 -8,00
2026-05-13 13F Clearwater Capital Advisors, LLC 26.785 -1,32 883 -0,68
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