SCHF / Schwab Strategic Trust - Schwab International Equity ETF - Institutionelles Eigentümerschaft - Verkäufer

Schwab Strategic Trust - Schwab International Equity 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
(%)
2026-04-21 13F Maridea Wealth Management LLC 8.972 -3,83 222 -0,89
2026-05-06 13F Morling Financial Advisors, LLC 9.900 -7,30 245 -4,30
2026-04-29 13F WealthPLAN Partners, LLC 19.299 -1,33 478 1,49
2026-05-13 13F Valued Retirements, Inc. 42.673 -3,66 1.056 -0,75
2026-04-28 13F Peak Financial Management, Inc. 164.515 -1,18 4.072 1,72
2026-04-21 13F Creekside Partners 523.759 -4,43 12.963 -1,60
2026-05-12 13F Chapman Financial Group, Llc 122.327 -0,19 3.028 2,75
2026-05-12 13F Frisco Financial Planning LLC 56.406 -2,10 1.396 0,79
2026-04-21 13F Armbruster Capital Management, Inc. 258.754 -0,58 6.404 2,37
2026-05-11 13F MCF Advisors LLC 24.086 -0,82 596 2,23
2026-05-15 13F Quadrature Capital Ltd 0 -100,00 0
2026-05-04 13F Retirement Planning Group 287.950 -2,13 7.127 0,75
2026-05-12 13F Benjamin Edwards Inc 3.563.500 -15,04 88.195 -12,53
2026-05-01 13F Pittenger & Anderson Inc 1.880.859 -0,21 46.551 2,73
2026-05-05 13F Steel Peak Wealth Management LLC 62.071 -3,43 1.536 -0,58
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-14 13F Schneider Downs Wealth Management Advisors, LP 120.079 -0,44 2.972 2,48
2026-04-22 13F Pinnacle Bancorp, Inc. 4.913 -7,23 122 -4,72
2026-05-04 13F Carrera Capital Advisors 76.091 -2,40 1.883 0,48
2026-04-28 13F Libra Wealth Llc 745.202 -5,47 18.444 -2,68
2026-05-11 13F First National Bank Of Omaha 123.831 -3,68 2.968 -4,60
2026-05-08 13F NewSquare Capital LLC 14.273 -5,31 353 -2,49
2026-05-21 13F/A J. Derek Lewis & Associates Inc. 14.813 -3,79 367 -1,08
2026-04-07 13F Signaturefd, Llc 140.486 -2,89 3.477 0,00
2026-04-29 13F IAG Wealth Partners, LLC 0 -100,00 0
2026-05-14 13F Fca Corp /tx 10.858 -2,80 269 0,00
2026-04-13 13F Mather Group, Llc. 32.731 -3,03 810 -0,12
2026-05-05 13F Tortoise Investment Management, LLC 138.957 -0,03 3.439 2,93
2026-05-04 13F Bank Hapoalim Bm 0 -100,00 0
2026-04-28 13F Integrated Advisors Network LLC 131.334 -4,06 3.251 -1,22
2026-05-08 13F Bokf, Na 0 -100,00 0
2026-05-13 13F Hill Island Financial Llc 430.965 -3,43 10.666 -0,58
2026-04-21 13F Grimes & Company, Inc. 285.378 -4,02 7.063 -1,18
2026-04-28 13F Nbt Bank N A /ny 109.332 -42,78 2.706 -44,99
2026-05-11 13F Elevated Financial Group LLC 70.900 -8,54 1.755 -5,85
2026-04-28 13F Tempus Wealth Planning, LLC 193.781 -0,11 4.796 2,85
2026-05-12 13F Axos Invest Inc. 79.510 -24,99 1.968 -22,80
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 1.154.813 -22,03 28.582 -19,73
2026-05-15 13F Citadel Advisors Llc 81.478 -94,21 2.017 -94,04
2026-05-05 13F Schwallier Wealth Management LLC 239.310 -7,27 5.923 -9,79
2026-05-27 13F Tenret Co LLC 200.231 -13,27 4.956 -10,70
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 115.011 -5,39 2.847 -2,60
2026-05-15 13F Breakwater Investment Management 212.433 -1,75 5.258 1,14
2026-04-17 13F BCS Wealth Management 666.281 -49,21 16.491 -47,71
2026-05-13 13F Kingdom Financial Group LLC. 3.320 -60,02 82 -58,79
2026-04-29 13F Global Strategic Investment Solutions, LLC 157.639 -7,76 3.902 -5,04
2026-04-17 13F CENTRAL TRUST Co 677 -55,22 17 -55,56
2026-05-01 13F Bensler, LLC 24.468 -9,64 606 -6,92
2026-05-14 13F Strategic Financial Planning, Inc. 0 -100,00 0
2026-02-17 13F SageView Advisory Group, LLC 6.611.853 -8,02 158.949 -5,02
2026-04-27 13F Independent Solutions Wealth Management, LLC 195.524 -2,32 4.839 0,58
2026-04-09 13F Acropolis Investment Management, LLC 231.639 -0,43 5.733 2,52
2026-04-27 13F Certior Financial Group, Llc 17.970 -8,93 445 -6,33
2026-04-15 13F Koesten, Hirschmann & Crabtree, INC. 962.569 -0,33 23.824 2,61
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 41.603 -20,65 1.030 -18,33
2026-05-15 13F CI Private Wealth, LLC 19.146.190 -6,16 473.655 -3,47
2026-05-12 13F BOK Financial Private Wealth, Inc. 329.865 -0,07 8.164 2,89
2026-04-13 13F Bank of New Hampshire 2.635 -0,19 65 3,17
2026-05-15 13F IHT Wealth Management, LLC 719.480 -3,40 17.807 -0,54
2026-04-21 13F SLT Holdings LLC 10.000 -50,00 248 -48,54
2026-05-14 13F Allworth Financial LP 346.126 -0,15 8.567 2,81
2026-04-17 13F Bell Investment Advisors, Inc 558.276 -2,27 13.817 0,62
2026-04-28 13F Bogart Wealth, LLC 369.910 -3,87 9.155 -1,03
2026-04-16 13F Smith, Salley & Associates 11.734 -2,78 290 0,00
2026-05-01 13F Advisors Capital Management, LLC 228.241 -1,87 5.649 1,02
2026-05-15 13F DV Trading LLC 50.800 -10,72 1.257 -8,05
2026-04-10 13F OMNI 360 Wealth, Inc. 13.669 -2,75 338 -3,70
2026-04-07 13F Attessa Capital LLC 168.966 -5,22 4.182 -2,43
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 69.082 -0,45 1.710 2,46
2026-05-05 13F Aspiring Ventures, LLC 106.227 -4,34 2.629 -1,50
2026-05-13 13F Lavaca Capital Llc 8.054 -11,37 199 -8,72
2026-05-15 13F Squarepoint Ops LLC 0 -100,00 0
2026-04-23 13F SevenBridge Financial Group, LLC 41.704 -0,64 1.101 3,09
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 8.373 -2,04 207 0,98
2026-05-07 13F Basepoint Wealth LLC 24.704 -20,68 611 -18,32
2026-05-13 13F Keystone Wealth Services, LLC 0 -100,00 0
2026-04-13 13F Reston Wealth Management Llc 87.828 -79,33 2.174 -78,73
2026-02-04 13F One Day In July LLC 0 -100,00 0
2026-04-22 13F Seneca Financial Advisors LLC 572.826 -8,27 14.177 -5,56
2026-04-29 13F Sigma Investment Counselors Inc 31.504 -42,59 780 -40,94
2026-02-13 13F Edgestream Partners, L.P. 0 -100,00 0
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-04-30 13F Opus Capital Group, LLC 748.277 -1,60 19 0,00
2026-05-08 13F Wilkerson Advisory Group LLC 382 -28,33 9 -25,00
2026-04-24 13F Heritage Oak Wealth Advisors Llc 8.104 -6,49 201 -3,85
2026-04-16 13F Roble, Belko & Company, Inc 400.443 -15,91 10 -18,18
2026-04-29 13F Hartline Investment Corp/ 13.744 -0,01 340 3,03
2026-02-13 13F Clearview Wealth Advisors LLC 155.890 -1,16 3.748 2,07
2026-02-27 13F Compass Financial Services Inc 0 -100,00 0
2026-02-13 13F Cutler Capital Management, LLC 0 -100,00 0
2026-05-12 13F Wood Tarver Financial Group, LLC 0 -100,00 0
2026-05-15 13F LTG Capital LLC 44.089 -0,22 1.091 2,73
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-04-15 13F Bright Futures Wealth Management, LLC. 23.135 -6,63 573 -3,87
2026-05-15 13F AlphaCore Capital LLC 3.258.891 -7,48 80.658 -4,75
2026-02-17 13F Two Sigma Securities, Llc 0 -100,00 0
2026-05-07 13F Meeder Advisory Services, Inc. 42.292 -14,08 1.047 -11,58
2026-04-29 13F Compass Financial Group, INC/SD 8.589 -6,01 213 -3,20
2026-04-10 13F/A WLTH Capital Management, LLC 59.750 -0,13 1.479 -6,69
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-04-15 13F Marathon Strategic Advisors, LLC 10.812 -2,64 268 0,38
2026-05-13 13F Buckingham Strategic Partners 749.946 -25,56 18.561 -23,36
2026-02-06 13F Rps Advisory Solutions Llc 0 -100,00 0
2026-04-16 13F Balboa Wealth Partners 11.887 -1,87 294 1,03
2026-05-15 13F Royal Bank Of Canada 2.957.285 -8,70 73.194 -6,00
2026-04-07 13F Heartwood Wealth Advisors LLC 55.022 -2,98 1.362 -0,15
2026-05-12 13F Werba Rubin Papier Wealth Management 8.823 -33,17 218 -31,23
2026-04-14 13F Joule Financial, LLC 20.768 -11,36 514 -8,70
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 12.518 -0,46 310 2,32
2026-05-01 13F Silver Oak Advisory Group, Inc. 16.760 -3,93 0
2026-04-13 13F Robinhood Asset Management, LLC 10.137 -87,34 251 -87,01
2026-04-06 13F CX Institutional 394.700 -0,14 10 0,00
2026-05-01 13F Castle Wealth Management Llc 18.002 -3,23 446 -0,45
2026-04-07 13F Trinity Financial Advisors LLC 340.101 -8,40 8.417 -5,70
2026-04-15 13F Weatherly Asset Management L. P. 9.111 -7,61 225 -5,06
2026-05-15 13F Intelligence Driven Advisers, LLC 91.849 -57,50 2.273 -56,25
2026-01-26 13F Northwest Capital Management Inc 8.748 -84,05 210 -83,56
2026-05-15 13F Wealth Preservation Advisors, LLC 12.758 -34,86 316 -32,98
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 5.609.716 -39,63 140.131 -39,02
2026-04-28 13F Brighton Jones Llc 0 -100,00 0
2026-05-07 13F Koss-Olinger Consulting, LLC 68.413 -0,13 1.693 2,79
2026-05-11 13F Integrity Advisory Solutions, LLC 19.885 -6,31 492 -3,53
2026-05-07 13F CFG Wealth Management Services, Inc. 369.134 -0,15 9.052 1,86
2026-04-27 13F BIP Wealth, LLC 32.572 -67,24 806 -66,28
2026-02-10 13F Nelson Capital Management, LLC 124.032 -4,28 2.982 -1,16
2026-05-13 13F Federation des caisses Desjardins du Quebec 0 -100,00 0
2026-02-12 13F Pitcairn Co 0 -100,00 0
2026-04-15 13F Riversedge Advisors, Llc 1.089.602 -1,50 26.968 1,41
2026-05-12 13F Stokes Family Office, LLC 137.847 -82,37 3.412 -81,86
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-27 13F Revisor Wealth Management LLC 114.518 -1,77 2.834 -1,36
2026-04-27 13F Capital Financial Group Inc\co\ /adv 25.479 -10,29 631 -7,62
2026-04-27 13F Benchmark Financial Wealth Advisors, LLC 1.070.991 -3,77 26.507 -0,92
2026-04-14 13F Amicus Financial Advisors, LLC 93.442 -1,18 2.313 1,72
2026-05-05 13F Gould Asset Management Llc /ca/ 43.190 -1,82 1.069 1,04
2026-04-22 13F RMR Wealth Builders 37.725 -0,23 934 2,64
2026-04-08 13F Sax Wealth Advisors, Llc 14.084 -0,86 339 -0,88
2026-04-28 13F Clay Northam Wealth Management, LLC 44.225 -3,25 1.095 -0,36
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 319.138 -2,24 7.899 0,64
2026-05-15 13F Alliancebernstein L.p. 327.565 -4,61 7.875 -4,62
2026-04-24 13F TSG Advice Partners, LLC 38.988 -0,38 965 2,55
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-04-13 13F ONE Advisory Partners, LLC 16.406 -5,19 406 -2,17
2026-04-20 13F Golden Reserve Retirement LLC 0 -100,00 0
2026-05-14 13F SPWM Advisors LLC 14.570 -0,14 394 12,57
2026-04-02 13F Noble Wealth Management PBC 6.005 -6,25 149 -3,27
2026-05-14 13F Ballast Financial Advisors LLC 138.588 -0,15 3.430 2,82
2026-04-16 13F Johnson Bixby & Associates, LLC 96.526 -6,05 2.389 -3,24
2026-04-15 13F Journey Strategic Wealth Llc 10.051 -1,52 249 1,22
2026-04-14 13F Builder Investment Group Inc /adv 13.549 -8,48 335 -5,63
2026-05-07 13F Lowe Brockenbrough & Co Inc 25.281 -0,06 626 2,80
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 27.921 -0,66 691 2,37
2026-04-07 13F Legacy Private Trust Co. 355.484 -0,61 8.798 2,34
2026-05-12 13F Orcam Financial Group 218.113 -3,87 5.398 -1,03
2026-05-13 13F Parkshore Wealth Management, Inc. 12.069 -8,71 299 -5,99
2026-05-15 13F Rehmann Capital Advisory Group 41.152 -34,84 1.019 -32,94
2026-04-24 13F Vision Capital Management, Inc. 433.859 -1,20 10.738 1,72
2026-04-15 13F Cypress Wealth Services, LLC 9.890 -2,22 245 0,41
2026-04-17 13F Boston Private Wealth Llc 260.067 -8,38 6.437 -5,69
2026-05-15 13F Laird Norton Trust Company, Llc 36.187 -0,39 896 2,52
2026-04-20 13F LVW Advisors, LLC 181.472 -2,51 4.491 0,38
2026-04-21 13F Sage Financial Management Group, Inc. 389.142 -0,08 9.631 2,87
2026-04-24 13F Livet Wealth, LLC 481.581 -1,14 11.919 1,78
2026-05-11 13F Momentous Wealth Management, Inc. 624.346 -5,76 15.453 -2,98
2026-05-12 13F Omega Financial Group, LLC 103.639 -2,03 2.565 0,87
2026-05-01 13F Carnegie Capital Asset Management, LLC 177.765 -0,02 4.400 2,92
2026-05-08 13F Coldstream Capital Management Inc 31.788 -7,74 787 -5,07
2026-04-21 13F Spectrum Asset Management, Inc. (NB/CA) 169.543 -26,60 4.196 -24,42
2026-04-28 13F Clear Retirement Advice LLC 88.599 -2,25 2.193 -5,96
2026-04-08 13F Lakeridge Wealth Management LLC 9.749 -4,11 241 -1,23
2026-04-08 13F JGP Wealth Management, LLC 0 -100,00 0
2026-05-13 13F AE Wealth Management LLC 922.916 -37,06 22.842 -35,20
2026-05-04 13F SJA Financial Advisory, LLC 30.545 -4,68 756 -1,95
2026-05-07 13F Ironwood Investment Counsel, LLC 8.915 -9,41 221 -6,78
2026-05-02 13F Burton Enright Welch 11.512 -5,20 285 -2,41
2026-05-15 13F AIMZ Investment Advisors, LLC 0 -100,00 0
2026-04-08 13F Heritage Family Offices, LLP 9.616 -28,04 238 -26,17
2026-04-28 13F Walkner Condon Financial Advisors LLC 15.037 -4,06 372 -1,06
2026-04-23 13F waypoint wealth counsel 19.152 -13,37 474 -10,73
2026-05-11 13F Atlas Capital Advisors Llc 3.299 -4,82 82 -2,41
2026-04-17 13F Essex Savings Bank 14.553 -4,26 360 -1,37
2026-05-06 13F Bartlett & Co. Wealth Management Llc 322.601 -2,27 8.462 6,63
2026-04-16 13F CWC Advisors, LLC. 15.947 -19,71 395 -17,40
2026-04-29 13F Cary Street Partner Investment Advisory Llc 194 -2,51 5 0,00
2026-04-01 13F Beacon Wealthcare LLC 172.034 -12,30 4.258 -9,71
2026-05-12 13F Bnp Paribas Arbitrage, Sa 1.020 -99,96 25 -99,96
2026-04-08 13F Seed Wealth Management, Inc. 33.470 -1,38 828 1,60
2026-04-14 13F SigFig Wealth Management, LLC 458.511 -1,29 11.348 0,94
2026-04-07 13F Investment Partners Asset Management, Inc. 16.030 -8,39 397 -5,71
2026-04-21 13F Family Wealth Group, LLC 26.058 -28,02 645 -25,98
2026-04-14 13F BSW Wealth Partners 95.601 -10,08 2.366 -7,40
2026-04-03 13F Global Wealth Strategies & Associates 12.290 -20,39 304 -18,06
2026-04-15 13F Aspen Investment Management Inc 75.059 -0,53 2 0,00
2026-05-04 13F Calamos Wealth Management LLC 10.919 -32,81 270 -30,77
2026-05-14 13F Advisory Alpha, LLC 20.306 -12,38 503 -9,87
2026-04-16 13F Ironwood Financial, llc 42.696 -0,07 1.057 -1,12
2026-05-07 13F TrustWell Financial Advisors, LLC 8.755 -1,66 217 0,93
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 559 -7,45 14 -7,14
2026-04-27 13F Qrg Capital Management, Inc. 17.987 -47,05 445 -45,47
2026-05-07 13F Capital Performance Advisors Llp 45.400 -6,66 1.124 -3,93
2026-04-13 13F St Germain D J Co Inc 1.813 -6,69 45 -4,35
2026-05-12 13F Kovack Advisors, Inc. 383.887 -5,40 9.504 -2,57
2026-05-13 13F Lido Advisors, LLC 635.214 -8,03 15.722 -2,44
2026-04-22 13F Arcataur Capital Management LLC 118.819 -1,26 2.941 1,66
2026-05-06 13F Aire Advisors, Llc 165.108 -0,16 4.086 2,79
2026-04-28 13F Quent Capital, LLC 10.686 -1,62 264 1,15
2026-05-05 13F Capital Investment Advisory Services, LLC 34.128 -5,72 845 -2,99
2026-04-28 13F Goldstein Advisors, LLC 20.824 -30,01 515 -27,97
2026-04-17 13F ZynergyRetirementPlanningLLC 929.601 -1,17 23.008 1,75
2026-05-01 13F Evolution Advisers, Inc. 10.794 -6,64 0
2026-01-12 13F Hillcrest Wealth Advisors - NY, LLC 0 -100,00 0
2026-05-05 13F West Paces Advisors Inc. 93.916 -0,70 2.324 2,24
2026-05-13 13F/A Quadrant Capital Group Llc 151.431 -0,90 3.748 2,01
2026-05-11 13F Citigroup Inc 18.908 -66,77 468 -65,84
2026-04-09 13F Victrix Investment Advisors 53.447 -6,24 1.323 -3,50
2026-05-15 13F Waterford Advisors, LLC 211.231 -0,42 5.063 -0,71
2026-05-12 13F Parsonex Advisory Services, Inc. 0 -100,00 0
2026-04-15 13F Gradient Capital Advisors, LLC 435.148 -2,94 10.770 -0,08
2026-05-15 13F Mercer Global Advisors Inc /adv 8.901.238 -2,43 220.306 0,30
2026-04-09 13F Curated Wealth Partners LLC 32.150 -7,29 796 -4,56
2026-04-24 13F RKL Wealth Management LLC 604.280 -8,39 14.956 -5,69
2026-04-27 13F Capital Advisors Inc/ok 1.798.668 -23,79 44.517 -21,54
2026-04-17 13F Great Waters Wealth Management 65.042 -6,62 1.610 -3,88
2026-04-22 13F Continuum Advisory, LLC 59.411 -0,05 1.470 2,94
2026-05-15 13F Fiduciary Trust Co 84.797 -7,64 2.099 -4,94
2026-04-27 13F River's Edge Wealth Management, Llc 10.498 -2,59 276 -3,16
2026-05-14 13F Passive Capital Management, LLC. 82.141 -0,32 2.033 2,57
2026-05-14 13F Ieq Capital, Llc 167.613 -5,96 4.148 -3,17
2026-04-15 13F Code Waechter LLC 48.277 -2,87 1.195 0,00
2026-04-07 13F Myecfo, Llc 587.857 -1,82 14.549 1,08
2026-04-09 13F Goelzer Investment Management, Inc. 1.813.550 -1,47 44.885 1,44
2026-04-15 13F Sage Capital Management, LLC 0 -100,00 0
2026-04-21 13F Old National Bancorp /in/ 185.118 -0,03 4.582 2,92
2026-04-21 13F FLP Wealth Management, LLC 0 -100,00 0
2026-04-29 13F Alliance Wealth Management Group 788.468 -2,74 19.515 0,13
2026-05-01 13F Persium Advisors, LLC 1.374.068 -1,38 34.008 1,53
2026-04-14 13F Act Wealth Management, Llc 916.518 -1,10 22.684 1,82
2026-04-17 13F Hanson & Doremus Investment Management 621.811 -0,24 15 7,14
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-05-13 13F Parkside Financial Bank & Trust 18.882 -0,03 467 2,86
2026-05-04 13F Inlight Wealth Management, LLC 0 -100,00 0
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-05-06 13F ProVise Management Group, LLC 118.635 -0,74 2.936 2,19
2026-04-15 13F Motive Wealth Advisors 121.035 -1,84 2.996 1,05
2026-05-16 13F Opal Capital Llc 0 -100,00 0
2026-04-27 13F Exencial Wealth Advisors, Llc 336.469 -1,88 8.328 1,01
2026-04-28 13F Flagship Harbor Advisors, Llc 50.433 -2,97 1.248 -0,08
2026-04-22 13F JNBA Financial Advisors 254 -47,30 6 -45,45
2026-05-14 13F Bridgewater Advisors Inc. 22.791 -11,96 622 -4,01
2026-05-14 13F We Are One Seven, LLC 447.374 -2,60 11.073 0,27
2026-05-12 13F Cascade Financial Partners, LLC 37.307 -1,28 923 1,65
2026-05-13 13F Keystone Financial Group 16.348 -0,01 405 2,80
2026-04-22 13F Evensky & Katz LLC 127.948 -5,00 3 0,00
2026-04-06 13F GAMMA Investing LLC 3.044 -40,65 75 -39,02
2026-04-24 13F Key FInancial Inc 19.524 -8,21 483 -5,48
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-08 13F Bond & Devick Financial Network, Inc. 259.387 -1,14 6.420 1,78
2026-05-29 13F Keel Point, LLC 57.438 -0,72 1.422 2,23
2026-05-15 13F RMB Capital Management, LLC 1.182.692 -2,59 29.272 0,28
2026-05-12 13F Portside Wealth Group, LLC 21.749 -4,05 538 -1,10
2026-02-03 13F Vantage Financial Partners, LLC 39.147 -0,30 941 2,95
2026-04-23 13F Forum Financial Management, LP 41.725 -5,11 1.033 -2,37
2026-04-27 13F BCK Partners, Inc. 305.667 -1,96 7.565 0,93
2026-05-13 13F Tiemann Investment Advisors, Llc 15.476 -1,71 383 1,32
2026-05-15 13F Empowered Funds, LLC 35.257 -6,30 873 -3,54
2026-05-14 13F Rockbridge Investment Management, LCC 263.382 -0,99 6.519 1,92
2026-02-03 13F Mma Asset Management Llc 0 -100,00 0
2026-05-15 13F Peapack Gladstone Financial Corp 844.500 -0,31 21 0,00
2026-01-20 13F Global Trust Asset Management, LLC 0 -100,00 0 -100,00
2026-04-08 13F Presidio Capital Management, LLC 0 -100,00 0
2026-05-06 13F White & Co Financial Planning Inc 510.668 -2,36 12.639 0,52
2026-05-14 13F Apriem Advisors 746.672 -6,50 18.480 -3,73
2026-04-28 13F Kingswood Wealth Advisors, Llc 14.959 -28,20 370 -26,00
2026-05-14 13F Boyer & Corporon Wealth Management, LLC 31.750 -0,06 786 2,88
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 13.429 -16,39 332 -13,99
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-02-13 13F Stark Wealth Management LLC 0 -100,00 0
2026-04-08 13F Emergent Wealth Advisors, LLC 36.843 -4,18 912 -1,41
2026-04-22 13F Jim Saulnier & Associates, Llc 19.037 -13,59 471 -10,96
2026-05-14 13F Signet Investment Advisory Group, Inc. 518.637 -1,30 12.836 1,62
2026-04-20 13F White Pine Investment CO 61.189 -2,53 2 0,00
2026-04-07 13F Howard Financial Services, Ltd. 101.050 -0,65 2.501 2,25
2026-05-14 13F Betterment LLC 21.209.364 -2,98 525 -0,19
2026-05-07 13F MONECO Advisors, LLC 15.527 -0,14 384 2,95
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 207.134 -26,12 5.173 -24,04
2026-04-17 13F Krilogy Financial LLC 1.172.640 -0,74 31.087 3,47
2026-05-07 13F First Command Advisory Services, Inc. 602 -49,37 15 -50,00
2026-04-16 13F Blue Zone Wealth Advisors, LLC 51.579 -6,04 1.277 -3,26
2026-05-13 13F Signature Equity Partners, LLC 2.088 -26,45 52 -25,00
2026-05-14 13F Schwerin Boyle Capital Management Inc 632.381 -10,49 15.651 -7,85
2026-05-13 13F Stembrook Asset Management, LLC 15.202 -6,66 376 -3,84
2026-05-01 13F Summit Financial Strategies, Inc. 199.171 -11,35 4.929 -8,74
2026-04-15 13F Guardian Financial Partners, LLC 660.774 -6,48 16.354 -3,71
2026-05-11 13F CAPROCK Group, Inc. 139.736 -1,30 3.458 1,62
2026-04-17 13F/A Founders Financial Securities Llc 12.440 -28,52 325 -22,49
2026-04-22 13F Smallwood Wealth Investment Management, LLC 55.078 -0,29 1.363 2,71
2026-05-04 13F Mml Investors Services, Llc 2.656.034 -9,07 65.737 -6,39
2026-02-17 13F Old Mission Capital Llc 0 -100,00 0
2026-05-13 13F Franklin Resources Inc 38.790 -4,97 960 -2,14
2026-05-08 13F Weinberger Asset Management, Inc 300.345 -4,04 7.434 -1,21
2026-05-01 13F Hantz Financial Services, Inc. 3.340 -18,72 0
2026-04-14 13F Wealthcare Advisory Partners LLC 56.815 -2,98 1.406 -0,07
2026-05-13 13F Lloyd Advisory Services, LLC. 3.320 -84,57 82 -84,14
2026-05-08 13F Resources Investment Advisors, LLC. 502.958 -0,83 12.448 2,10
2026-04-08 13F Spinnaker Investment Group, LLC 40.437 -19,69 1.001 -17,36
2026-05-15 13F Private Capital Management, LLC 70.727 -2,80 1.750 0,06
2026-05-07 13F Regimen Wealth, Llc 11.031 -16,27 273 -13,61
2026-05-04 13F Flaharty Asset Management, LLC 25.709 -23,27 636 -20,99
2026-05-12 13F Summit Trail Advisors, Llc 31.986 -20,84 792 -18,54
2026-04-13 13F/A Sunburst Financial Group, LLC 54.599 -3,24 1.351 -0,37
2026-04-16 13F Sprinkle Financial Consultants LLC 9.569 -15,68 237 -13,24
2026-05-14 13F Rialto Wealth Management, LLC 267.359 -0,61 6.617 2,34
2026-02-12 13F NDVR, Inc. 32.682 -2,17 786 1,03
2026-02-12 13F FineMark National Bank & Trust 39.472 -2,49 949 0,64
2026-05-12 13F M Holdings Securities, Inc. 16.867 -30,68 0
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-05-14 13F Beaird Harris Wealth Management, LLC 30.781 -4,71 762 -1,93
2026-05-15 13F Port Capital LLC 146.692 -0,14 3.631 2,80
2026-04-01 13F Burkett Financial Services, Llc 66.458 -11,94 1.645 -9,37
2026-05-14 13F LifePlan Investment Advisors, Inc. 186.203 -4,59 4.609 -1,77
2026-05-06 13F Brio Consultants, LLC 66.256 -5,26 1.766 5,00
2026-04-21 13F Mayfair Advisory Group, LLC 21.661 -10,17 536 -8,69
2026-05-13 13F Alesco Advisors Llc 29.099 -3,17 720 -0,28
2026-05-14 13F Ahara Advisors LLC 9.499 -24,40 235 -22,19
2026-05-08 13F Pnc Financial Services Group, Inc. 116.909 -1,15 2.893 1,76
2026-05-12 13F Warwick Investment Management, Inc. 82.914 -0,56 2.052 2,40
2026-05-01 13F Mutual Advisors, LLC 191.382 -0,28 4.737 2,67
2026-05-05 13F Ethos Financial Group, LLC 9.743 -49,10 234 -49,35
2026-05-06 13F Quest 10 Wealth Builders, Inc. 2.403 -36,96 59 -35,16
2026-04-28 13F Howe & Rusling Inc 21.525 -23,68 533 -21,42
2026-05-06 13F Simon Quick Advisors, Llc 29.852 -0,30 739 2,64
2026-04-20 13F Payne Capital LLC 30.917 -78,62 765 -77,99
2026-06-01 13F Foguth Wealth Management, LLC. 17.138 -8,15 476 4,63
2026-05-15 13F Vawter Financial, Ltd. 0 -100,00 0
2026-05-12 13F Advyzon Investment Management, LLC 62.007 -0,51 1.535 2,40
2026-02-11 13F Strategic Wealth Designers 0 -100,00 0
2026-04-15 13F Scott Capital Advisors, LLC 11.619 -6,74 304 1,34
2026-04-24 13F Bishop & Co Investment Management, LLC 191.329 -19,16 4.735 -16,78
2026-05-01 13F Smart Portfolios, LLC 17.075 -0,87 423 1,93
2026-05-14 13F Cambria Investment Management, L.P. 33.395 -9,11 827 -6,46
2026-04-07 13F Twele Capital Management, Inc. 37.214 -1,37 921 1,54
2026-04-29 13F Cambridge Capital Management, Llc 205.376 -0,91 5.083 2,03
2026-05-06 13F Aviance Capital Partners, LLC 15.673 -12,68 388 -10,21
2026-05-13 13F Quantum Capital Management, LLC / NJ 6.936 -1,98 172 0,59
2026-01-16 13F Park Edge Advisors, LLC 0 -100,00 0
2026-04-22 13F Networth Advisors, LLC 358 -34,31 9 -38,46
2026-05-07 13F Advisor OS, LLC 15.898 -3,88 393 -1,01
2026-04-20 13F Godsey & Gibb Associates 2.229 -40,51 55 -38,89
2026-04-15 13F DecisionMap Wealth Management, LLC 26.608 -4,51 659 -1,64
2026-04-20 13F Leeward Financial Partners, LLC 521.674 -2,38 12.911 0,50
2026-04-16 13F Capstone Wealth Management Group LLC 16.712 -2,34 414 0,49
2026-04-14 13F Patriot Investment Management Inc. 490.807 -3,35 12.147 -0,49
2026-05-06 13F May Hill Capital, LLC 73.602 -0,43 1.822 2,48
2026-05-14 13F Traction Financial Partners, LLC 51.826 -7,54 1.283 -4,83
2026-05-15 13F Blueprint Investment Partners LLC 242.236 -11,45 5.995 -8,84
2026-04-28 13F Fundamentun, Llc 14.374 -11,98 356 -9,44
2026-04-29 13F Odyssey Capital Advisors, Inc. 11.747 -4,26 291 -1,36
2026-05-13 13F Schoolcraft Capital LLC 23.116 -0,53 572 2,51
2026-04-08 13F Birchbrook, Inc. 19.152 -6,19 474 -3,27
2026-04-16 13F Phillips Financial Management, Llc 4.544 -20,34 112 -18,25
2026-04-07 13F GK Wealth Management LLC 0 -100,00 0
2026-05-15 13F Segall Bryant & Hamill, Llc 0 -100,00 0
2026-02-13 13F Toroso Investments, LLC 0 -100,00 0
2026-04-17 13F Fifth Third Wealth Advisors LLC 11.361 -4,19 281 -1,40
2026-05-15 13F IMG Wealth Management, Inc. 0 -100,00 0
2026-05-15 13F Larson Financial Group LLC 49.959 -2,83 1.236 0,00
2026-02-25 13F Westshore Wealth, LLC 0 -100,00 0
2026-04-17 13F James J. Burns & Company, LLC 381.286 -3,04 9.437 -0,18
2026-05-15 13F United Capital Financial Advisers, Llc 2.381.566 -1,16 58.944 1,76
2026-04-24 13F Courage Miller Partners, LLC 1.241.459 -0,69 30.726 2,24
2026-04-15 13F Eaton Financial Holdings Company, LLC 0 -100,00 0
2026-04-16 13F Toth Financial Advisory Corp 160 -50,92 4 -57,14
2026-04-20 13F Wall Capital Group, Inc. 28.428 -6,51 704 -3,83
2026-05-11 13F Evermay Wealth Management Llc 58.104 -8,24 1.438 -5,52
2026-05-12 13F Weik Capital Management 24.825 -1,97 614 0,99
2026-05-05 13F SOUTH STATE Corp 4.281 -25,50 106 -23,91
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 42.857 -5,30 1.061 -2,48
2026-05-14 13F Financial Engines Advisors L.L.C. 152.570.229 -2,79 3.776.113 0,08
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 25.162 -3,42 623 -0,64
2026-04-16 13F Envision Financial LLC 618.093 -1,99 15.298 0,90
2026-04-30 13F Villere St Denis J & Co Llc 19.670 -43,27 487 -41,66
2026-04-23 13F Manchester Financial Inc 10.659 -0,22 264 2,73
2026-04-09 13F Freestate Advisors LLC 599.360 -1,73 14.834 1,17
2026-04-20 13F McKinley Carter Wealth Services, Inc. 273.337 -7,15 6.765 -4,41
2026-04-29 13F Armor Investment Advisors, LLC 228.267 -8,78 5.650 -6,10
2026-04-13 13F Stockman Wealth Management, Inc. 25.580 -4,53 633 -1,71
2026-05-13 13F Rhl Group, Llc 0 -100,00 0
2026-05-13 13F Pitcairn Wealth Advisors LLC 223.818 -40,31 5.381 -40,31
2026-04-08 13F Pioneer Wealth Management Group 146.393 -0,76 3.623 2,17
2026-04-08 13F Legacy Wealth Asset Management, LLC 0 -100,00 0
2026-05-07 13F Planning Alternatives Ltd /adv 667.274 -1,01 16.515 1,92
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 77.353 -0,26 1.914 -0,36
2026-04-07 13F Five Oceans Advisors 209.368 -0,01 5.182 2,94
2026-05-06 13F Greenwood Gearhart Inc 21.907 -1,56 542 1,31
2026-04-08 13F Sapient Capital Llc 17.289 -3,64 428 -1,61
2026-05-04 13F Nwam Llc 128.817 -23,87 3.188 -24,94
2026-05-01 13F FDx Advisors, Inc. 60.449 -2,40 1 0,00
2026-05-04 13F Keeler & Nadler Financial Planning & Wealth Management 120.134 -0,55 2.973 2,41
2026-04-24 13F Root Financial Partners, LLC 48.776 -0,47 1.207 2,46
2026-05-11 13F Linscomb & Williams, Inc. 9.452 -3,19 234 -0,43
2026-05-08 13F Truepoint, Inc. 3.251.680 -3,77 80.479 -0,92
2026-05-06 13F Vista Capital Partners, Inc. 26.329 -36,80 652 -34,97
2026-05-15 13F Keating Financial Advisory Services, Inc. 0 -100,00 0
2026-04-29 13F Resonant Capital Advisors, LLC 14.922 -5,91 369 -3,15
2026-05-11 13F Ellevest, Inc. 0 -100,00 0
2026-04-09 13F Park Place Capital Corp 0 -100,00 0
2026-05-14 13F EP Wealth Advisors, Inc. 754.267 -2,21 18.668 0,68
2026-04-30 13F Elevated Capital Advisors, LLC 17.977 -5,79 445 -3,06
2026-04-17 13F RFG Advisory, LLC 167.495 -5,05 4.145 -2,24
2026-04-15 13F Redhawk Wealth Advisors, Inc. 268.048 -23,14 6.634 -20,87
2026-04-06 13F Highline Wealth Partners Llc 2.671 -3,61 66 0,00
2026-04-15 13F ARS Wealth Advisors Group, LLC 0 -100,00 0
2026-05-11 13F Madden Advisory Services, Inc. 46.663 -5,17 1.155 -2,37
2026-05-01 13F Blume Capital Management, Inc. 180 -49,44 4 -50,00
2026-05-01 13F Seaside Wealth Management, Inc. 146.056 -0,10 3.615 2,85
2026-05-06 13F MTM Investment Management, LLC 2.007 -8,44 50 -5,77
2026-05-13 13F Bank Of Montreal /can/ 276.183 -0,49 6.836 2,44
2026-02-12 13F Hrt Financial Lp 0 -100,00 0
2026-05-08 13F Peachtree Investment Partners, LLC 5.277 -20,77 131 -18,75
2026-05-12 13F Planwiser Financial, Llc 0 -100,00 0
2026-05-07 13F Avidian Wealth Solutions, LLC 1.261.856 -9,59 31.231 -6,92
2026-05-08 13F Perspective Wealth Advisors Llc 38.503 -19,09 953 -16,71
2026-04-22 13F Integrated Wealth Management 18.996 -51,07 470 -49,62
2026-02-11 13F Parallel Advisors, LLC 342.102 -3,87 8.224 -0,72
2026-04-22 13F Ifrah Financial Services, Inc. 24.118 -1,82 597 1,02
2026-05-01 13F Valmark Advisers, Inc. 227.231 -45,69 5.624 -44,09
2026-04-15 13F Brady Martz Wealth Solutions, LLC 456.998 -33,42 11.311 -31,45
2026-05-11 13F Fiduciary Group LLC 13.348 -2,61 330 0,30
2026-05-15 13F Morgan Stanley 12.175.392 -35,68 301.341 -33,78
2026-04-02 13F Collective Family Office Llc 15.916 -38,80 394 -37,12
2026-04-08 13F Evanson Asset Management, LLC 68.271 -10,14 1.690 -7,50
2026-05-15 13F Mission Wealth Management, Lp 675.175 -11,09 16.711 -8,46
2026-04-30 13F Granite Investment Partners, LLC 31.786 -1,99 787 0,90
2026-05-14 13F Fort Point Capital Partners LLC 620.041 -0,88 15.346 -2,06
2026-04-29 13F WealthPlan Investment Management, LLC 1.019.447 -1,77 25.231 1,13
2026-04-28 13F Core Wealth Advisors, Llc 0 -100,00 0
2026-05-15 13F Destination Wealth Management 239.385 -3,77 5.925 -0,94
2026-05-07 13F True North Advisors, LLC 89.195 -4,52 2.208 -1,69
2026-04-13 13F Lee Financial Co 73.266 -0,42 1.813 2,55
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-05-11 13F Empirical Asset Management, LLC 8.758 -0,53 217 2,37
2026-04-14 13F Xena Financial Planning, LLC 9.154 -9,84 227 -7,38
2026-01-21 13F Crews Bank & Trust 0 -100,00 0
2026-04-29 13F Garde Capital, Inc. 693.302 -4,44 17.159 -1,62
2026-04-30 13F Simplicity Wealth,LLC 93.471 -22,76 2.313 -20,49
2026-05-11 13F Condor Capital Management 154.595 -1,55 3.826 1,35
2026-05-07 13F BlueStem Wealth Partners, LLC 2.426.744 -29,31 60.062 -27,22
2026-05-06 13F Modera Wealth Management, LLC 281.536 -3,81 6.968 -0,95
2026-02-05 13F Tucker Asset Management Llc 3.596 -20,11 86 -17,31
2026-04-15 13F Sightline Wealth Advisors, LLC 560.316 -0,32 13.868 2,62
2026-04-23 13F Marquette Asset Management, LLC 109.288 -0,32 2.705 2,62
2026-05-14 13F Investors Portfolio Services LLC 128 -48,18 3 -40,00
2026-04-21 13F Strategic Equity Management 10.391 -0,88 257 1,98
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-14 13F Massachusetts Financial Services Co /ma/ 12.682 -61,84 314 -60,83
2026-05-04 13F Lifeworks Advisors, LLC 15.664 -45,05 388 -43,50
2026-04-16 13F Cambridge Advisors Inc. 94.752 -0,13 2.345 2,85
2026-05-05 13F FinDec Wealth Services, Inc. 71.548 -0,21 1.771 2,73
2026-05-11 13F Fairway Financial, LLC 435.819 -5,24 10.787 -2,43
2026-04-20 13F Greenup Street Wealth Management Llc 10.161 -2,03 251 0,80
2026-04-29 13F Integrity Investment Advisors, LLC 18.276 -76,76 452 -76,08
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-04-14 13F Twin Cities Retirement Group LLC 18.570 -2,01 460 0,88
2026-05-12 13F Laurel Wealth Advisors LLC 12.513 -6,01 342 6,88
2026-05-11 13F Aptus Capital Advisors, LLC 160.079 -0,06 3.962 2,88
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 109.769 -41,61 2.717 -39,90
2026-04-14 13F Westend Capital Management LLC 3.211 -8,57 79 -5,95
2026-05-13 13F Brinker Capital Investments, LLC 140.656 -15,86 3.481 -13,36
2026-04-06 13F Versant Capital Management, Inc 33.051 -0,08 818 2,89
2026-04-28 13F Bfsg, Llc 42.620 -0,42 1.055 2,53
2026-04-08 13F Cambridge Financial Group, LLC 140.520 -27,36 3.478 -13,66
2026-04-20 13F Values Added Financial LLC 22.659 -9,14 561 -6,51
2026-05-12 13F Cooper/haims Advisors, Llc 49.798 -5,07 1.233 -2,30
2026-04-21 13F SWS Partners 197.283 -5,43 4.883 -2,65
2026-04-27 13F Lodestar Private Asset Management Llc 366.072 -1,08 9.060 1,84
2026-05-13 13F Freestone Capital Holdings, LLC 125.615 -3,85 3.109 -1,02
2026-05-15 13F Advisory Resource Group 27.324 -2,02 676 0,90
2026-05-13 13F Capital Group Private Client Services, Inc. 47.398 -3,39 1.173 -0,51
2026-04-28 13F Marietta Investment Partners Llc 16.144 -10,10 400 -7,42
2026-05-04 13F Procyon Private Wealth Partners, LLC 1.890.225 -4,77 46.783 -1,96
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-15 13F Tenzing Financial LLC 18.867 -0,08 497 9,49
2026-04-21 13F WT Wealth Management 212.692 -2,62 5.264 0,27
2026-05-07 13F Paradigm, Strategies in Wealth Management, LLC 310.234 -2,75 7.678 0,13
2026-04-22 13F Cornerstone Wealth Group, LLC 16.852 -1,05 441 7,82
2026-04-06 13F Gpwm Llc 214 -11,57 5 0,00
2026-04-13 13F Cordant, Inc. 20.209 -6,12 500 -3,29
2026-01-16 13F Wealth Advisors Northwest LLC 0 -100,00 0
2026-02-04 13F Heritage Wealth Management, Inc. /CA/ 0 -100,00 0
2026-05-05 13F Seros Financial, LLC 470.590 -0,94 11.647 1,99
2026-05-11 13F SCS Capital Management LLC 12.487.960 -0,32 309.077 2,62
2026-04-27 13F HB Wealth Management, LLC 1.413.474 -1,58 34.983 1,33
2026-04-30 13F Private Trust Co Na 18.889 -7,93 468 -5,27
2026-04-28 13F Blue Sky Capital Consultants Group, Inc. 0 -100,00 0
2026-05-14 13F Greenline Wealth Management LLC 0 -100,00 0
2026-05-01 13F Thrivent Financial For Lutherans 1.103.071 -4,19 27 0,00
2026-01-29 13F Midwest Capital Advisors, LLC 0 -100,00 0
2026-05-05 13F MADDEN SECURITIES Corp 122.971 -1,25 3.044 1,67
2026-04-24 13F Jacobsen Capital Management 443.915 -7,94 10.987 -5,23
2026-05-05 13F Putnam Fl Investment Management Co 48.186 -3,52 1.193 -0,67
2026-05-12 13F Strategic Wealth Partners, Ltd. 2.766 -34,84 68 -33,33
2026-05-14 13F Klingman & Associates, LLC 48.341 -2,22 1.196 0,67
2026-04-07 13F Carolina Wealth Advisors, LLC 26.376 -8,86 653 -6,19
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 26.183 -7,34 648 -4,57
2026-01-05 13F Catherine Avery Investment Management LLC 0 -100,00 0 -100,00
2026-05-15 13F Wealth Architects, LLC 334.163 -0,28 8.271 2,67
2026-05-01 13F Sachetta, LLC 15.133 -7,31 375 -4,59
2026-04-30 13F Waterfront Wealth Inc. 11.104 -4,65 275 -7,43
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.132.786 -1,69 28.036 1,21
2026-02-10 13F Blue Barn Wealth, LLC 566.917 -39,83 13.629 -37,87
2026-04-15 13F Ami Investment Management Inc 75.802 -5,96 1.876 -3,15
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-02-18 13F Financial Advisory Service, Inc. 72.277 -2,31 1.738 0,87
2026-05-01 13F Guardian Wealth Advisors, LLC 23.406 -4,23 579 -1,36
2026-04-14 13F SNS Financial Group, LLC 3.613.363 -0,34 89.431 2,61
2026-04-17 13F HHM Wealth Advisors, LLC 1.074.279 -1,10 26.588 1,82
2026-05-04 13F Savant Capital, LLC 933.897 -6,62 23.114 -3,87
2026-05-11 13F Blueprint Financial Advisors LLC 240.948 -11,98 5.963 -9,39
2026-04-28 13F Kathmere Capital Management, LLC 336.417 -1,98 8.326 0,92
2026-04-17 13F Murphy & Mullick Capital Management Corp 101.401 -0,19 2.510 2,74
2026-05-08 13F Align Financial, LLC 3.983 -95,84 99 3,16
2026-05-15 13F Ancora Advisors, LLC 179.576 -0,63 4.445 2,30
2026-05-14 13F Renaissance Technologies Llc 33.000 -29,03 817 -26,95
2026-04-16 13F Intergy Private Wealth, LLC 644.162 -0,52 15.943 2,42
2026-04-16 13F Tactive Advisors, LLC 90.968 -4,62 2.251 -1,79
2026-04-28 13F Journey Beyond Wealth, LLC 0 -100,00 0
2026-05-04 13F Pacific Point Advisors, LLC 12.952 -2,64 321 0,31
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0
2026-05-14 13F Level Four Advisory Services, Llc 27.649 -0,99 684 1,94
2026-04-21 13F Delap Wealth Advisory, Llc 0 -100,00 0
2026-04-21 13F AA Financial Advisors, LLC 283.648 -0,43 7.020 2,51
2026-05-13 13F Invst, LLC 746.237 -0,14 18.469 2,81
2026-05-12 13F Klingenstein Fields & Co Lp 689.393 -6,01 17.062 -3,23
2026-05-04 13F Brickley Wealth Management 70.380 -5,39 1.742 -2,63
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-04-21 13F Pallas Capital Advisors LLC 22.679 -17,10 561 -14,61
2026-05-11 13F REAP Financial Group, LLC 2.873 -40,97 71 -38,79
2026-05-14 13F Rock Point Advisors, LLC 8.325 -1,64 206 1,48
2026-04-07 13F Fragasso Group Inc. 16.513 -4,03 415 0,48
2026-03-12 13F Nalls Sherbakoff Group, Llc 462.101 -11,61 11.109 -8,73
2026-05-15 13F Jessup Wealth Management, Inc 0 -100,00 0
2026-04-24 13F Verus Wealth Management, Llc 53.418 -0,15 1.322 2,80
2026-05-01 13F BKD Wealth Advisors, LLC 1.736.627 -4,83 42.982 -2,02
2026-05-14 13F Coastal Bridge Advisors, LLC 0 -100,00 0
2026-04-27 13F Platform Technology Partners 0 -100,00 0
2026-04-30 13F Diversified Investment Strategies, LLC 66.745 -0,15 1.652 2,80
2026-04-14 13F Valicenti Advisory Services Inc 160.494 -71,47 4 -76,92
2026-02-13 13F Maia Wealth LLC 0 -100,00 0
2026-05-11 13F Valpey Financial Services, LLC 201.480 -8,91 4.987 -6,23
2026-04-20 13F SILVER OAK SECURITIES, Inc 19.841 -19,32 491 -17,48
2026-02-17 13F Perritt Capital Management Inc 0 -100,00 0
2026-04-13 13F Arcadia Investment Advisors Llc 93.974 -1,96 2.326 0,91
2026-04-20 13F L.K. Benson & Company, P.C. 270.856 -0,70 6.704 2,23
2026-04-29 13F Capital Planning LLC 17.300 -18,56 428 -17,21
2026-01-27 13F Davies Financial Advisors, Inc. 0 -100,00 0
2026-01-26 13F Decker Retirement Planning Inc. 0 -100,00 0
2026-04-20 13F Heritage Wealth Management, Inc. 0 -100,00 0
2026-05-14 13F StoneX Group Inc. 17.111 -30,45 424 -28,55
2026-05-12 13F Vista Private Wealth Partners. LLC 511.007 -36,98 13.981 -21,98
2026-01-12 13F AllSquare Wealth Management LLC 102.075 -0,29 2.376 5,04
2026-05-04 13F Riverpoint Wealth Management Holdings, LLC 2.328.048 -0,10 57.619 2,85
2026-05-01 13F Towercrest Capital Management 788.468 -2,74 19.515 0,13
2026-04-23 13F Fairman Group, LLC 4.544 -4,34 112 -1,75
2026-02-12 13F DRW Securities, LLC 0 -100,00 0
2026-05-14 13F Sand Hill Global Advisors, LLC 122.753 -2,77 3.038 0,10
2026-01-20 13F Lawson Kroeker Investment Management Inc/ne 0 -100,00 0 -100,00
2026-05-12 13F Cahill Financial Advisors Inc 188.939 -1,77 4.676 1,15
2026-01-23 13F Keener Financial Planning LLC 0 -100,00 0
2026-05-13 13F Ameritas Investment Partners, Inc. 70.139 -1,18 1.736 1,70
2026-05-15 13F/A Independent Financial Group, Llc 50.211 -2,92 1.243 -0,08
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 487.587 -0,03 12.068 2,92
2026-04-22 13F Aegis Wealth Management LLC 78.298 -2,49 1.938 0,36
2026-04-20 13F Global Financial Private Client, LLC 104.755 -0,66 2.593 2,25
2026-05-14 13F Davis Wealth Advisors, LLC 29.819 -2,81 738 0,14
2026-05-12 13F Disciplined Investors, L.L.C. 14.538 -3,63 360 -0,83
2026-05-14 13F Us Bancorp \de\ 12.623.820 -9,40 312.440 -6,72
2026-04-22 13F Hurlow Wealth Management Group, Inc. 15.323 -1,98 379 1,07
2026-05-08 13F Prime Capital Investment Advisors, LLC 4.430.297 -24,05 109.650 -21,81
2026-05-14 13F Atomi Financial Group, Inc. 681.765 -4,51 16.874 -1,68
2026-02-13 13F Flow Traders U.s. Llc 0 -100,00 0
2026-05-08 13F Camelot Portfolios, LLC 0 -100,00 0
2026-05-08 13F AAFCPAs Wealth Management, LLC 26.770 -6,74 663 -4,06
2026-01-28 13F Arbor Capital Management Inc /adv 0 -100,00 0
2026-05-06 13F Quadrant Private Wealth Management, LLC 35.345 -0,05 875 2,82
2026-04-10 13F Matrix Trust Co 2.015.802 -0,28 50 2,08
2026-04-22 13F Harbor Asset Planning, Inc. 3.387 -3,97 84 -1,19
2026-05-05 13F HC Advisors, LLC 77.840 -2,05 1.927 0,84
2026-04-27 13F Argos Wealth Advisors, LLC 8.985 -79,14 222 -78,55
2026-04-21 13F MBE Wealth Management, LLC 114.698 -1,10 2.839 1,79
2026-04-29 13F CFS Investment Advisory Services, LLC 40.928 -0,46 1.100 11,34
2026-04-15 13F Fifth Third Securities, Inc. 76.602 -5,05 1.896 -2,27
2026-05-14 13F Fft Wealth Management Llc 332.064 -0,06 8.219 2,89
2026-05-08 13F Fund Evaluation Group, LLC 5.533.237 -3,38 136.948 -0,52
2026-04-30 13F Manning & Napier Advisors Llc 11.109 -1,62 275 0,37
2026-05-14 13F Plum Street Advisors, LLC 159.373 -0,73 3.944 2,20
2026-05-15 13F Susquehanna International Group, Llp 0 -100,00 0 -100,00
2026-05-07 13F MA Private Wealth 334.133 -4,36 8.270 -1,54
2026-05-14 13F Rubicon Advisors, GP 0 -100,00 0
2026-04-17 13F Watershed Private Wealth Llc 48.565 -0,25 1.202 2,65
2026-04-20 13F Brandywine Oak Private Wealth Llc 5.847.506 -1,24 144.726 1,68
2026-04-24 13F Cabot Wealth Management Inc 34.931 -15,14 865 -12,64
2026-04-28 13F RHS Financial, LLC 194.733 -2,67 4.820 0,21
2026-05-11 13F Sherwood Financial Partners, LLC 689.634 -4,16 17.068 -1,34
2026-05-08 13F/A JPL Wealth Management, LLC 247.693 -1,65 6.130 1,26
2026-04-15 13F Elser Financial Planning, Inc 91.194 -2,26 2.256 0,58
2026-05-06 13F MorganRosel Wealth Management, LLC 682.552 -41,29 16.893 -39,56
2026-04-08 13F Archer Investment Management, LLC 27.471 -24,20 680 -22,04
2026-04-15 13F Seacrest Wealth Management, Llc 147.759 -1,59 3.657 -1,06
2026-04-27 13F Kelman-Lazarov, Inc. 375.677 -5,75 9.298 -2,97
2026-01-14 13F Kmg Fiduciary Partners, Llc 0 -100,00 0
2026-04-21 13F OneAscent Financial Services LLC 230.374 -7,76 5.702 -5,05
2026-05-15 13F/A EverSource Wealth Advisors, LLC 41.432 -12,95 1.025 -10,40
2026-05-12 13F Mengis Capital Management, Inc. 13.398 -1,37 332 1,53
2026-04-29 13F Ascent Advisors, LLC 0 -100,00 0
2026-05-11 13F Integrity Alliance, Llc. 135.407 -41,43 3.351 -39,70
2026-05-08 13F Curtis Advisory Group, LLC 191.606 -3,26 4.742 -0,40
2026-04-27 13F Pensionmark Financial Group, Llc 843.326 -0,65 20.872 2,28
2026-05-15 13F Goldman Sachs Group Inc 603.639 -70,36 14.940 -69,48
2026-04-13 13F Garrett Investment Advisors LLC 201.823 -4,95 4.995 -2,14
2026-04-22 13F RBA Wealth Management, LLC 12.168 -1,39 301 1,69
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-04-30 13F Owen LaRue, LLC 78.154 -0,77 1.934 2,17
2026-05-11 13F Westwood Wealth Management 0 -100,00 0
2026-04-15 13F Access Financial Services, Inc. 18.856 -66,06 467 -65,09
2026-04-20 13F Kestra Private Wealth Services, Llc 23.212 -7,96 575 -5,28
2026-05-12 13F Waterloo Capital, L.P. 10.700 -0,63 265 2,33
2026-04-28 13F BLB&B Advisors, LLC 10.537 -0,56 261 2,36
2026-05-12 13F Richardson Capital Management LLC 4.634 -3,54 115 -0,87
2026-05-11 13F Salomon & Ludwin, LLC 151 -9,04 4 0,00
2026-04-07 13F Park Avenue Securities Llc 1.100.950 -6,78 27 -3,57
2026-05-07 13F JMG Financial Group, Ltd. 4.116.077 -2,94 101.873 -0,07
2026-05-12 13F Ballast Advisors Llc 1.212.048 -0,94 30 -99,90
2026-01-14 13F Youngs Advisory Group, Inc. 0 -100,00 0
2026-04-16 13F Upper Left Wealth Management, LLC 212.071 -1,35 5.249 1,57
2026-04-09 13F Pinkerton Retirement Specialists, LLC 1.274.748 -4,24 30.645 -4,24
2026-05-15 13F Northeast Financial Group, Inc. 811.818 -10,88 20.096 -8,24
2026-05-08 13F Leisure Capital Management 222.480 -12,79 5.506 -10,21
2026-04-23 13F Bigelow Investment Advisors, LLC 13.617 -11,19 337 -8,42
2026-02-17 13F Main Street Financial Solutions, LLC 975.483 -2,20 23.451 0,99
2026-02-04 13F Abc Arbitrage Sa 0 -100,00 0
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-04-20 13F Jfs Wealth Advisors, Llc 344.002 -0,66 8.514 2,28
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 190.825 -0,02 4.723 2,92
2026-04-10 13F Charles Schwab Trust Co 3.481.790 -0,73 86.174 2,20
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-04-21 13F Pinnacle Associates Ltd 25.279 -2,57 626 0,32
2026-04-28 13F Whittier Trust Co Of Nevada Inc 20.712 -0,15 521 1,56
2026-05-13 13F 49 Wealth Management, Llc 15.223 -11,40 377 -8,96
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