SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF - Institutionelles Eigentümerschaft - Verkäufer

Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
US ˙ ARCA ˙ US8085244098

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 Creekside Partners 45.698 -0,68 1.394 2,28
2026-04-22 13F Pinnacle Bancorp, Inc. 3.982 -7,61 121 -4,72
2026-05-14 13F Schneider Downs Wealth Management Advisors, LP 290.865 -0,50 8.871 2,50
2026-02-17 13F SageView Advisory Group, LLC 14.703 -3,29 435 -1,58
2026-05-11 13F Knuff & Co LLC 39.438 -2,47 1.203 0,42
2026-05-13 13F Natixis Advisors, L.p. 11.561 -12,30 0
2026-04-28 13F Integrated Advisors Network LLC 272.081 -25,04 8.298 -22,79
2026-05-04 13F Retirement Planning Group 63.250 -3,85 1.929 -0,92
2026-05-01 13F Anchor Investment Management, LLC 7.878 -2,35 240 0,84
2026-04-21 13F Grey Fox Wealth Advisors, LLC 172.099 -0,19 5.249 2,82
2026-05-13 13F Hill Island Financial Llc 8.096 -10,05 247 -7,52
2026-04-29 13F Steele Capital Management, Inc. 95.505 -4,47 2.913 -1,62
2026-04-30 13F Csenge Advisory Group 51.160 -2,83 1.560 0,13
2026-04-07 13F Signaturefd, Llc 31.773 -1,00 969 2,00
2026-04-22 13F Retirement Guys Formula Llc 0 -100,00 0
2026-04-17 13F BCS Wealth Management 64.330 -51,25 1.962 -49,78
2026-02-10 13F Blue Barn Wealth, LLC 0 -100,00 0
2026-05-14 13F We Are One Seven, LLC 0 -100,00 0
2026-05-13 13F Synergy Financial Management, LLC 0 -100,00 0
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-04-09 13F Everhart Financial Group, Inc. 127.518 -1,32 3.889 1,65
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 60.512 -2,80 1.846 0,11
2026-04-28 13F Hoey Investments, Inc 37.447 -1,33 1.142 1,69
2026-04-29 13F Global Strategic Investment Solutions, LLC 420.781 -20,31 12.834 -17,91
2026-04-14 13F Spectrum Investment Advisors, Inc. 0 -100,00 0
2026-04-27 13F Independent Solutions Wealth Management, LLC 304.695 -2,68 9.293 0,25
2026-04-27 13F Koshinski Asset Management, Inc. 39.234 -7,80 1.197 -5,08
2026-02-12 13F ROSS\JOHNSON & Associates LLC 0 -100,00 0
2026-05-05 13F Net Worth Advisory Group 62.846 -0,15 1.917 2,84
2026-04-22 13F Stone Point Wealth LLC 12.590 -4,66 384 -2,05
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-04-27 13F Certior Financial Group, Llc 12.567 -6,61 383 -3,77
2026-01-23 13F Private Wealth Management Group, LLC 0 -100,00 0
2026-04-15 13F Koesten, Hirschmann & Crabtree, INC. 32.231 -1,27 983 1,76
2026-04-13 13F Market Street Wealth Management Advisors Llc 29.662 -9,85 905 -7,19
2026-04-28 13F Bogart Wealth, LLC 408.780 -4,20 12.468 -1,32
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 9.039 -3,21 276 -0,36
2026-05-15 13F AlphaCore Capital LLC 7.701 -4,89 235 -2,09
2026-05-14 13F Catalytic Wealth RIA, LLC 7.125 -17,87 217 -15,23
2026-05-15 13F CI Private Wealth, LLC 95.903 -0,75 2.919 2,03
2026-04-22 13F Spire Wealth Management 2.096 -0,57 64 1,61
2026-05-14 13F Northern Trust Corp 0 -100,00 0
2026-04-07 13F Blueline Advisors Llc 6.338 -1,43 193 1,58
2026-04-28 13F Berger Financial Group, Inc 75.198 -0,74 2.294 2,23
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 1.092 -3,19 33 0,00
2026-05-27 13F Tenret Co LLC 11.717 -12,17 357 -9,62
2026-05-08 13F Jackson Hole Capital Partners, LLC 900 -23,08 27 -20,59
2026-04-17 13F Kennebec Savings Bank 4.531 -42,78 138 -41,03
2026-05-11 13F Haverford Trust Co 40.873 -0,51 1.247 2,47
2026-04-21 13F Compass Advisory Group LLC 97.617 -7,24 2.977 -4,43
2026-04-07 13F CoreCap Advisors, LLC 7.671 -7,36 234 -4,90
2026-05-12 13F Ausdal Financial Partners, Inc. 32.403 -1,99 988 1,02
2026-04-29 13F KERR FINANCIAL PLANNING Corp 3.375 -49,63 108 -47,03
2026-04-22 13F Seneca Financial Advisors LLC 638.696 -2,18 19.480 0,76
2026-05-05 13F BCGM Wealth Management, LLC 46.051 -2,69 1.405 0,21
2026-04-29 13F Duncker Streett & Co Inc 60.029 -15,67 1.831 -13,15
2026-05-14 13F Allworth Financial LP 395.231 -2,98 12.055 -0,06
2026-05-11 13F Savvy Advisors, Inc. 228.056 -6,78 6.956 -3,98
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-05-07 13F Capital Performance Advisors Llp 6.902 -7,27 211 -4,55
2026-05-14 13F Hazlett, Burt & Watson, Inc. 28.912 -2,05 1
2026-04-21 13F Sbe Llc Dba Cedar Cove Wealth Partners 35.904 -6,43 1.095 -3,61
2026-04-22 13F Coston, McIsaac & Partners 0 -100,00 0
2026-02-13 13F Stark Wealth Management LLC 21.468 -33,56 636 -28,09
2026-04-15 13F Atwood & Palmer Inc 0 -100,00 0
2026-05-05 13F Sanctuary Advisors, LLC 43.968 -75,93 1.341 -75,21
2026-04-14 13F Joule Financial, LLC 20.020 -31,45 611 -29,40
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 3.812.136 -40,18 116.956 -39,79
2026-05-05 13F Steel Peak Wealth Management LLC 0 -100,00 0
2026-05-13 13F Buckingham Strategic Partners 1.563.981 -5,01 47.692 -2,18
2026-05-14 13F Stonebridge Capital Advisors LLC 21.521 -10,18 656 -7,48
2026-04-13 13F Wolff Wiese Magana Llc 15 -25,00 0
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-01-26 13F Northwest Capital Management Inc 7.418 -27,63 220 -26,51
2026-02-17 13F Wellington Management Group Llp 0 -100,00 0
2026-04-30 13F Indivisible Partners 30.513 -2,78 931 0,11
2026-04-27 13F Oarsman Capital, Inc. 14.649 -12,93 447 -10,44
2026-01-29 13F Concurrent Investment Advisors, LLC 82.634 -2,02 2.447 -0,37
2026-05-04 13F Modus Advisors, LLC 0 -100,00 0
2026-04-27 13F Wbh Advisory Inc 32.616 -1,17 999 2,15
2026-04-20 13F Fiduciary Alliance LLC 329.048 -1,75 10.424 5,12
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-04-06 13F CX Institutional 1.055.086 -42,92 32 -40,74
2026-04-27 13F Marotta Asset Management 9.220 -15,80 282 -12,96
2026-01-20 13F Pullen Investment Management, LLC 0 -100,00 0
2026-04-13 13F LexAurum Advisors, LLC 34.373 -0,12 1.048 4,70
2026-04-21 13F SpringVest Wealth Management LLC 191.402 -0,15 5.838 2,85
2026-05-07 13F CFG Wealth Management Services, Inc. 143.142 -0,40 4.366 2,59
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-29 13F Atlas Wealth Partners, LLC 30.576 -5,74 933 -2,92
2026-05-14 13F Kilter Group LLC 30 -3,23 1
2026-05-15 13F Westbourne Investments, Inc. 29.778 -0,05 908 2,95
2026-04-22 13F Apollon Wealth Management, LLC 57.957 -4,32 1.768 -1,45
2026-05-01 13F Martel Wealth Advisors Inc 482.439 -3,20 14.714 -0,29
2026-05-12 13F Resurgent Financial Advisors LLC 9.824 -0,23 300 2,75
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-04-09 13F Thrive Wealth Management, LLC 288.507 -1,05 8.799 1,92
2026-04-08 13F Lakeridge Wealth Management LLC 14.717 -0,42 449 2,52
2026-05-15 13F Shepherd Kaplan Krochuk, Llc 169.830 -2,35 5.180 0,58
2026-05-07 13F Florida Financial Advisors, Llc 174.554 -8,40 5.324 -5,65
2026-05-14 13F Rockefeller Capital Management L.P. 46.954 -1,57 1.432 1,42
2026-05-14 13F Ballast Financial Advisors LLC 49.082 -5,89 1.497 -3,04
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 77.163 -8,10 2.353 -5,35
2026-05-15 13F Wealth Preservation Advisors, LLC 6.357 -60,07 194 -59,02
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-20 13F Fonville Wealth Management LLC 18.823 -1,35 574 1,77
2026-05-04 13F Geneos Wealth Management Inc. 47.089 -0,86 1.436 2,13
2026-04-10 13F Revolve Wealth Partners, LLC 9.337 -52,39 285 -51,03
2026-05-11 13F Blue Bell Private Wealth Management, Llc 139.790 -3,74 4.264 -0,86
2026-04-15 13F Valley National Advisers Inc 6.158 -1,17 0
2026-05-13 13F Cetera Investment Advisers 3.544.184 -1,94 108.098 1,01
2026-05-01 13F Emerald Investment Partners, Llc 287.278 -15,86 8.762 -13,33
2026-04-24 13F Livet Wealth, LLC 18.603 -6,55 567 -3,74
2026-05-05 13F Collaborative Wealth Managment Inc. 0 -100,00 0
2026-02-12 13F Johnson Financial Group, Inc. 0 -100,00 0
2026-04-20 13F Brian Low Financial Group, Llc 8.218 -3,66 251 -0,79
2026-04-29 13F BEAM Asset Management, LLC 0 -100,00 0
2026-05-14 13F Coastal Bridge Advisors, LLC 16.030 -0,56 489 2,31
2026-04-10 13F Harbor Group, Inc. 326.994 -1,57 9.973 1,39
2026-04-28 13F Clear Retirement Advice LLC 58.035 -5,24 1.770 -8,48
2026-04-17 13F Robbins Farley Llc 3.838 -0,08 117 3,54
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 21.601 -71,47 659 -70,65
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 0 -100,00 0
2026-05-04 13F SJA Financial Advisory, LLC 88.327 -2,62 2.694 0,30
2026-04-28 13F Opes Wealth Management LLC 345.416 -0,54 10.535 2,45
2026-04-27 13F Td Private Client Wealth Llc 47 -51,04 1 -50,00
2026-04-15 13F Verum Partners LLC 32.836 -0,81 1.001 2,14
2026-04-15 13F Cypress Financial Planning Llc 103.910 -5,44 3.169 -2,58
2026-05-12 13F Cooper/haims Advisors, Llc 13.073 -10,87 399 -8,29
2026-04-29 13F WPG Advisers, LLC 26.763 -5,08 816 -2,16
2026-04-22 13F Fearless Solutions, LLC dba Best Invest 7.006 -0,62 214 2,40
2026-05-15 13F Bank Of America Corp /de/ 1.891.652 -0,27 57.695 2,72
2026-04-09 13F Praetorian Wealth Management, Inc. 6.901 -10,87 218 -5,24
2026-05-06 13F Bartlett & Co. Wealth Management Llc 28.024 -3,66 902 4,76
2026-02-12 13F Hamilton Point Investment Advisors, LLC 0 -100,00 0
2026-05-13 13F Lido Advisors, LLC 105.805 -6,63 3.227 -2,83
2026-05-12 13F Ameritas Advisory Services, LLC 96.878 -3,11 2.955 -0,20
2026-05-14 13F Independent Financial Group, Llc 0 -100,00 0 -100,00
2026-05-29 13F Asset Dedication, LLC 60.087 -11,48 1.833 -8,86
2026-04-24 13F Private Advisor Group, LLC 44.644 -2,27 1.362 0,67
2026-05-12 13F Kovack Advisors, Inc. 31.335 -2,73 959 0,63
2026-04-15 13F Gradient Capital Advisors, LLC 39.148 -7,95 1.194 -5,16
2026-04-16 13F Ironwood Financial, llc 26.273 -5,17 801 -5,65
2026-05-01 13F Ring Mountain Capital, LLC 21.285 -0,62 1
2026-05-06 13F Aire Advisors, Llc 22.620 -4,41 690 -1,57
2026-04-17 13F ZynergyRetirementPlanningLLC 98.664 -3,09 3.009 -0,17
2026-05-15 13F/A EverSource Wealth Advisors, LLC 66.892 -8,68 2.040 -5,90
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 511.304 -33,77 16 -31,82
2026-04-29 13F Alliance Wealth Management Group 24.210 -0,11 738 2,93
2026-04-17 13F/A Founders Financial Securities Llc 0 -100,00 0
2026-05-11 13F Great Valley Advisor Group, Inc. 20.767 -3,43 633 -0,47
2026-04-22 13F Janney Montgomery Scott LLC 57.338 -11,23 2 0,00
2026-04-29 13F Cary Street Partners Financial Llc 57.987 -4,65 1.769 -1,78
2026-05-15 13F Change Path, LLC 72.905 -10,46 2.224 -7,76
2026-04-23 13F Kohmann Bosshard Financial Services, LLC 3.867 -27,68 118 -25,95
2026-05-12 13F Parsonex Advisory Services, Inc. 0 -100,00 0
2026-04-24 13F RKL Wealth Management LLC 125.798 -5,66 3.837 -2,84
2026-04-08 13F Dynamic Advisor Solutions LLC 80.291 -23,47 2.449 -21,18
2026-05-01 13F Diversify Advisory Services, LLC 9.943 -72,11 318 -71,26
2026-05-07 13F MidAtlantic Capital Management, Inc. 23.546 -2,25 718 0,70
2026-02-10 13F Bnp Paribas Arbitrage, Sa 0 -100,00 0
2026-05-08 13F Financial Strategies Group, Inc. 70.756 -1,98 2.264 2,91
2026-04-21 13F Old National Bancorp /in/ 28.965 -3,15 883 -0,23
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 0 -100,00 0
2026-05-15 13F SIMA Wealth Partners, LLC 54.838 -5,42 1.673 -2,56
2026-05-01 13F Johnson Investment Counsel Inc 22.098 -25,51 674 -23,35
2026-01-20 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0
2026-04-22 13F LifeSteps Financial, Inc. 12.564 -6,54 383 -3,77
2026-05-01 13F Persium Advisors, LLC 828.626 -1,96 25.273 0,99
2026-05-14 13F Diversified Enterprises, LLC 114.045 -5,53 3.478 -2,69
2026-05-01 13F Evolution Advisers, Inc. 0 -100,00 0
2026-05-06 13F ProVise Management Group, LLC 218.961 -0,95 6.678 2,03
2026-02-03 13F Mma Asset Management Llc 0 -100,00 0
2026-04-27 13F Exencial Wealth Advisors, Llc 267.752 -3,42 8.166 -0,51
2026-05-04 13F Nadler Financial Group, Inc. 96.660 -31,79 2.948 -29,74
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-04-09 13F DHJJ Financial Advisors, Ltd. 9.062 -3,63 276 -0,72
2026-04-16 13F IVC Wealth Advisors LLC 105.235 -4,38 3.210 -1,50
2026-05-29 13F Keel Point, LLC 50.886 -1,11 1.552 1,90
2026-05-05 13F Cullen/frost Bankers, Inc. 0 -100,00 0
2026-05-11 13F Millennium Capital Advisors, LLC 8.852 -6,35 270 -3,58
2026-04-22 13F TBH Global Asset Management, LLC 0 -100,00 0
2026-05-15 13F Summit Financial, LLC 199.332 -1,00 6.080 1,96
2026-05-12 13F Avant Capital LLC 206.905 -0,67 6.311 2,30
2026-05-14 13F Boyer & Corporon Wealth Management, LLC 68.387 -4,10 2.086 -1,23
2026-04-07 13F Park Avenue Securities Llc 25.762 -8,82 1
2026-04-29 13F CVA Family Office, LLC 1.114 -21,22 34 -19,51
2026-05-15 13F Silvercrest Asset Management Group Llc 0 -100,00 0
2026-05-08 13F Valeo Financial Advisors, LLC 44.927 -0,12 1.370 2,93
2026-01-12 13F Foster Group, Inc. 0 -100,00 0
2026-05-14 13F Apriem Advisors 116.855 -1,66 3.564 1,31
2026-05-14 13F Betterment LLC 4.000.948 -2,83 122 0,83
2026-05-07 13F Legacy Wealth Managment, LLC/ID 206 -11,97 6 0,00
2026-01-29 13F New Century Financial Group, LLC 0 -100,00 0
2026-04-13 13F Accelerate Investment Advisors LLC 9.519 -0,80 290 2,11
2026-05-12 13F Advocacy Wealth Management Services, LLC 38.973 -7,62 1.189 -4,88
2026-04-23 13F Emerald Advisors, LLC 58.110 -13,39 1.772 -10,78
2026-05-04 13F Mml Investors Services, Llc 920.773 -13,60 28.084 -11,00
2026-05-08 13F Russell Investments Group, Ltd. 10.417 -7,10 318 -4,52
2026-05-15 13F Advisor Group Holdings, Inc. 11.280.212 -2,78 343.030 -0,16
2026-05-08 13F Weinberger Asset Management, Inc 250.274 -9,36 7.633 -6,63
2026-02-24 13F Astoria Portfolio Advisors LLC. 0 -100,00 0
2026-04-13 13F Gill Capital Partners, Llc 385.446 -0,04 11.756 2,97
2026-05-13 13F Principal Securities, Inc. 25.395 -2,80 775 0,13
2026-05-08 13F Resources Investment Advisors, LLC. 695.917 -33,19 21.225 -31,18
2026-05-12 13F One Capital Management, LLC 154.711 -1,35 4.719 1,62
2026-05-04 13F Fagan Associates, Inc. 82.985 -2,12 2.531 0,84
2026-04-20 13F White Pine Investment CO 325.967 -0,78 10 0,00
2026-04-30 13F Colton Groome Financial Advisors, Llc 0 -100,00 0
2026-05-14 13F Zacks Investment Management 44.167 -31,36 1.347 -29,29
2026-05-13 13F NewEdge Wealth, LLC 94.496 -21,56 2.882 -19,18
2026-05-11 13F Fourth Dimension Wealth, LLC 298 -3,25 9 0,00
2026-04-08 13F Sax Wealth Advisors, Llc 64.870 -0,14 1.921 -0,16
2026-05-12 13F M Holdings Securities, Inc. 17.519 -2,19 1
2026-04-28 13F Whittier Trust Co Of Nevada Inc 15.024 -1,65 463 -0,43
2026-05-06 13F Hartland & Co., LLC 85.249 -0,09 2.600 2,93
2026-02-17 13F Fountainhead AM, LLC 0 -100,00 0
2026-05-01 13F Mutual Advisors, LLC 556.876 -7,08 16.985 -4,29
2026-05-13 13F Alesco Advisors Llc 21.043 -0,43 642 2,56
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-04-23 13F Columbia Advisory Partners Llc 9.297 -18,58 284 -16,27
2026-05-14 13F LifePlan Investment Advisors, Inc. 130.164 -3,41 3.970 -0,53
2026-05-15 13F Gw Henssler & Associates Ltd 54.252 -1,15 1.655 1,78
2026-04-24 13F Bishop & Co Investment Management, LLC 279.444 -18,59 8.523 -16,15
2026-04-20 13F Payne Capital LLC 15.162 -6,79 462 -3,95
2026-04-23 13F Accurate Wealth Management, LLC 0 -100,00 0
2026-05-22 13F Wellington Grp LLC 0 -100,00 0
2026-04-14 13F Plancorp, LLC 20.082 -12,82 632 -7,33
2026-05-01 13F Smart Portfolios, LLC 25.255 -0,36 770 2,67
2026-04-16 13F True Vision MN LLC 13.456 -2,87 410 0,00
2026-02-17 13F Capital Insight Partners, Llc 23.228 -5,13 688 -3,51
2026-05-13 13F Petra Financial Advisors Inc 192.535 -3,99 5.872 -1,11
2026-05-15 13F Two Sigma Securities, Llc 0 -100,00 0
2026-02-05 13F Bright Futures Wealth Management, LLC. 0 -100,00 0
2026-04-09 13F Teamwork Financial Advisors, LLC 0 -100,00 0
2026-05-14 13F Financial Engines Advisors L.L.C. 48.427.803 -4,60 1.477.048 -1,73
2026-05-15 13F Blueprint Investment Partners LLC 15.886 -35,04 485 -33,15
2026-05-13 13F Visionary Wealth Advisors 277.290 -0,87 8.457 2,11
2026-04-20 13F Leeward Financial Partners, LLC 177.645 -0,01 5.418 3,00
2026-05-13 13F Schoolcraft Capital LLC 13.958 -0,47 426 2,41
2026-04-15 13F DecisionMap Wealth Management, LLC 10.873 -6,03 332 -3,22
2026-05-08 13F Dodds Wealth, LLC 1.041.126 -2,08 31.754 0,86
2026-05-05 13F Fisher Asset Management, LLC 11.163 -36,94 340 -35,11
2026-05-12 13F Aspiriant, Llc 54.632 -2,11 1.666 0,85
2026-04-24 13F Courage Miller Partners, LLC 271.349 -0,24 8.276 2,77
2026-05-05 13F Gilbert & Cook, Inc. 19.677 -0,44 600 2,56
2026-04-28 13F Quent Capital, LLC 0 -100,00 0
2026-04-17 13F James J. Burns & Company, LLC 375.735 -2,81 11.460 0,10
2026-05-06 13F American Financial & Tax Strategies Inc 109.752 -3,56 3.347 -0,65
2026-04-29 13F Index Technologies Group LLC 62.710 -1,46 1.913 1,49
2026-04-17 13F Sovereign Financial Group, Inc. 15.003 -10,36 458 -7,68
2026-05-12 13F Turning Point Benefit Group, Inc. 0 -100,00 0
2026-05-15 13F United Capital Financial Advisers, Llc 1.625.488 -2,27 49.577 0,67
2026-04-21 13F Columbus Macro, LLC 196.858 -2,48 6.004 0,45
2026-04-09 13F Kelly Financial Group Llc 45.280 -4,55 1.381 -1,71
2026-04-16 13F Phillips Financial Management, Llc 1.067 -47,70 33 -46,67
2026-05-14 13F Gts Securities Llc 0 -100,00 0
2026-05-05 13F SOUTH STATE Corp 2.542 -2,34 78 0,00
2026-04-21 13F Hidden Cove Wealth Management, LLC 32.360 -2,54 987 0,31
2026-05-05 13F PFG Advisors 6.575 -36,57 201 -34,64
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-01-23 13F Freestone Capital Holdings, LLC 0 -100,00 0
2026-05-07 13F Cutler Investment Counsel Llc 12.355 -14,66 377 -12,15
2026-05-15 13F IHT Wealth Management, LLC 47.180 -0,43 1.439 2,57
2026-04-14 13F HMV Wealth Advisors, LLC 19.992 -7,15 610 -4,40
2026-05-04 13F Nwam Llc 35.496 -0,22 1.083 2,17
2026-04-09 13F Noble Family Wealth, LLC 724.813 -0,64 22.107 2,34
2026-04-09 13F Wedmont Private Capital 39.404 -0,44 1.242 4,19
2026-02-13 13F Total Wealth Planning, Llc 16.150 -94,79 478 -94,70
2026-05-14 13F Modern Wealth Management, LLC 38.643 -3,52 1.183 -0,17
2026-04-29 13F Garde Capital, Inc. 590.652 -2,06 18.015 0,88
2026-05-06 13F Vista Capital Partners, Inc. 15.362 -7,18 469 -4,49
2026-05-08 13F Truepoint, Inc. 10.329 -0,16 315 2,94
2026-05-05 13F Bluedoor Private Wealth, Llc 10.859 -11,78 331 -9,07
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 681.403 -2,33 20.783 0,61
2026-04-30 13F Sequoia Financial Advisors, LLC 153.232 -2,73 4.674 0,19
2026-05-06 13F Assetmark, Inc 63.188 -23,43 1.927 -21,12
2026-05-07 13F Avidian Wealth Solutions, LLC 46.086 -1,65 1.406 1,30
2026-05-06 13F MTM Investment Management, LLC 1.619 -22,35 49 -19,67
2026-04-22 13F Ifrah Financial Services, Inc. 214.415 -0,98 6.540 2,00
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-05-14 13F Joseph P. Lucia & Associates, LLC 12.500 -15,72 381 -13,21
2026-04-13 13F Massmutual Trust Co Fsb/adv 28.101 -7,11 857 -4,25
2026-05-01 13F Monetary Solutions, Ltd 68.391 -2,54 2.086 0,39
2026-05-15 13F Mission Wealth Management, Lp 78.157 -14,67 2.384 -12,13
2026-04-08 13F Evanson Asset Management, LLC 9.770 -11,42 298 -8,90
2026-05-05 13F Woodmont Investment Counsel Llc 103.965 -0,30 3.171 2,69
2026-04-07 13F Legacy Solutions, Llc 7.798 -1,95 238 0,85
2026-04-24 13F rebel Financial LLC 447.195 -4,58 13.639 -1,71
2026-02-10 13F Waterloo Capital, L.P. 0 -100,00 0
2026-01-30 13F Archer Investment Corp 0 -100,00 0
2026-05-08 13F United Financial Planning Group LLC 0 -100,00 0
2026-04-13 13F Uptown Financial Advisors LLC 20.352 -3,36 621 -0,48
2026-04-15 13F Brady Martz Wealth Solutions, LLC 1.135.107 -7,62 34.621 -4,84
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0 -100,00
2026-02-12 13F Hrt Financial Lp 0 -100,00 0
2026-04-29 13F Arbor Trust Wealth Advisors, Llc 99.608 -5,06 3.038 -2,19
2026-04-23 13F Embree Financial Group 155.346 -3,22 4.738 -0,29
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-04-23 13F Game Plan Financial Advisors, LLC 200.471 -21,58 6.114 -26,67
2026-05-11 13F Aprio Wealth Management, LLC 8.104 -5,21 247 -2,37
2026-05-01 13F American Trust 11.507 -27,48 351 -25,37
2026-05-12 13F Leavell Investment Management, Inc. 108.891 -3,97 3.321 -1,07
2026-05-11 13F Condor Capital Management 38.637 -12,42 1.178 -9,80
2026-05-07 13F True North Advisors, LLC 43.831 -3,97 1.337 -1,11
2026-04-16 13F Brookstone Capital Management 220.626 -12,10 6.729 -9,45
2026-04-03 13F Global Wealth Strategies & Associates 13.571 -36,32 414 -34,44
2026-05-06 13F Modera Wealth Management, LLC 86.666 -30,94 2.643 -28,86
2026-04-16 13F CWC Advisors, LLC. 0 -100,00 0
2026-02-03 13F Financial Counselors Inc 0 -100,00 0
2026-05-14 13F Baird Financial Group, Inc. 148.524 -9,71 4.530 -7,00
2026-05-15 13F Ameriprise Financial Inc 2.611.756 -6,42 79.655 -3,44
2026-03-03 13F NWF Advisory Services Inc. 0 -100,00 0
2026-05-05 13F Golden Bell Financial Planning LLC 149.270 -2,16 4.553 0,77
2026-04-27 13F Truist Financial Corp 106.004 -9,09 3.233 -6,34
2026-04-27 13F Altus Wealth Group LLC 104.296 -5,87 3.181 -3,02
2026-05-14 13F Guardian Asset Advisors, LLC 7.776 -20,66 237 -18,28
2026-04-01 13F Adelphi Trust Co 23.654 -0,04 721 3,00
2026-04-08 13F Cambridge Financial Group, LLC 73.995 -22,23 2.257 -12,42
2026-04-14 13F Peak Wealth Management LLC 390.665 -8,65 11.915 -5,90
2026-04-16 13F Whitener Capital Management, Inc. 45.724 -2,82 1.395 0,07
2026-04-28 13F Kiley Juergens Wealth Management, Llc 47.112 -0,95 1.437 1,99
2026-04-22 13F MeadowBrook Investment Advisors LLC 4.905 -2,00 150 0,68
2026-04-17 13F United Advisor Group, LLC 46.161 -1,05 1.408 1,88
2026-05-01 13F Carnegie Capital Asset Management, LLC 8.134 -10,02 248 -7,12
2026-05-11 13F Vantagepoint Investment Advisers Llc 8.055.052 -5,42 245.679 -2,58
2026-04-28 13F Stratos Wealth Partners, LTD. 146.198 -13,23 4.459 -10,61
2026-05-06 13F Gs Investments, Inc. 8.062 -1,79 246 0,82
2026-04-09 13F Meriwether Wealth & Planning, LLC 656.026 -14,11 20.009 -11,53
2026-04-17 13F Weaver Capital Management LLC 69.878 -12,35 2.131 -9,70
2026-04-27 13F HB Wealth Management, LLC 94.673 -7,62 2.888 -4,85
2026-04-24 13F Lynx Investment Advisory 16.498 -4,05 503 -1,18
2026-04-23 13F Partners Wealth Management, Llc 31.742 -0,44 968 2,54
2026-05-14 13F Klingman & Associates, LLC 9.787 -9,01 299 -6,29
2026-04-14 13F Focus Financial Network, Inc. 636.842 -10,89 19.424 -8,21
2026-05-01 13F Thrivent Financial For Lutherans 1.268.173 -8,10 39 -7,32
2026-05-11 13F SCS Capital Management LLC 13.234 -64,68 404 -63,66
2026-04-22 13F Gemmer Asset Management LLC 3.432.547 -6,80 104.693 -4,00
2026-04-28 13F Mokosak Advisory Group, LLC 3.008.501 -1,31 91.762 1,66
2026-05-15 13F Larson Financial Group LLC 37.056 -3,44 1.130 -0,53
2026-02-18 13F Financial Advisory Service, Inc. 1.100.145 -1,64 32.575 0,05
2026-01-23 13F McCarthy & Cox 0 -100,00 0
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 373.616 -2,64 11.395 0,29
2026-05-01 13F/A Custom Index Systems, Llc 76.283 -1,38 2.327 1,57
2026-04-15 13F Apex Wealth Management, LLC 163.896 -1,80 4.999 -3,27
2026-05-14 13F Mill Creek Capital Advisors, LLC 104.054 -0,22 3.174 2,79
2026-05-11 13F Blueprint Financial Advisors LLC 15.166 -36,11 463 -34,19
2026-05-04 13F Savant Capital, LLC 3.109.373 -2,53 94.836 0,39
2026-01-22 13F Wealth Group, Ltd. 0 -100,00 0
2026-04-16 13F Tactive Advisors, LLC 39.616 -4,01 1.208 -1,15
2026-05-22 13F WNY Asset Management, LLC 19.322 -24,51 589 -20,94
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 1.165.603 -1,75 35.551 1,20
2026-05-15 13F Mercer Global Advisors Inc /adv 321.188 -26,23 9.796 -24,01
2026-05-11 13F Wells Fargo & Company/mn 819.710 -6,73 25.001 -3,93
2026-05-04 13F Brickley Wealth Management 15.805 -0,11 482 2,99
2026-04-28 13F Stratos Wealth Advisors, LLC 79.825 -3,70 2.435 -0,81
2026-04-14 13F William Mack & Associates, Inc. 48.395 -3,18 1.476 -0,27
2026-05-11 13F REAP Financial Group, LLC 640 -72,17 20 -72,06
2026-05-08 13F Firestone Capital Management 0 -100,00 0
2026-05-13 13F May Barnhard Investments LLC 274.605 -3,12 8.375 -0,20
2026-05-01 13F New Republic Capital, LLC 30.018 -11,83 916 -9,23
2026-05-13 13F NFP Retirement, Inc. 35.111 -10,17 1.071 -7,52
2026-04-24 13F Keybank National Association/oh 0 -100,00 0
2026-05-14 13F Us Bancorp \de\ 226.519 -1,49 6.909 1,47
2026-04-27 13F Argos Wealth Advisors, LLC 0 -100,00 0
2026-05-05 13F Leo Wealth, LLC 7.846 -9,70 239 -7,00
2026-05-14 13F Renaissance Technologies Llc 19.800 -58,40 604 -57,20
2026-05-11 13F Valpey Financial Services, LLC 202.804 -3,94 6.186 -1,06
2026-05-08 13F Align Financial, LLC 375 -96,62 11 0,00
2026-04-20 13F SILVER OAK SECURITIES, Inc 56.280 -40,14 1.717 -38,82
2026-05-12 13F Vista Private Wealth Partners. LLC 521.831 -21,15 17.048 -6,90
2026-05-14 13F Simplex Trading, Llc 0 -100,00 0
2026-04-23 13F WMG Financial Advisors, LLC 16.516 -1,55 504 1,41
2026-05-12 13F Creative Planning 1.918.994 -36,65 58.529 -34,75
2026-05-18 13F Cassady Wealth & Retirement Planning, LLC 110.000 -11,31 3.572 -2,75
2026-05-15 13F Qube Research & Technologies Ltd 6.642 -76,32 203 -75,66
2026-05-14 13F Aspen Grove Capital, LLC 73.705 -2,60 2.248 0,36
2026-04-29 13F Garner Asset Management Corp 0 -100,00 0
2026-05-13 13F Goepper Burkhardt LLC 421.949 -0,86 12.869 2,12
2026-05-08 13F Compass Capital Corp /ma/ /adv 45.953 -5,37 1.491 -4,24
2026-04-22 13F Joel Isaacson & Co., LLC 7.367 -21,16 225 -18,84
2026-04-10 13F Pure Financial Advisors, Inc. 77.847 -1,59 2.374 1,37
2026-05-12 13F Disciplined Investors, L.L.C. 10.405 -2,78 317 0,32
2026-05-08 13F Prime Capital Investment Advisors, LLC 659.706 -6,91 20.121 -4,11
2026-05-07 13F Northwestern Mutual Wealth Management Co 647.244 -3,81 19.741 -0,92
2026-04-27 13F Soltis Investment Advisors LLC 15.610 -1,10 476 1,93
2026-04-13 13F Affinity Capital Advisors, LLC 140.050 -2,07 4.272 0,87
2026-04-30 13F William Howard & Co Financial Advisors Inc 7.595 -4,45 232 -1,70
2026-04-17 13F Vermillion Wealth Management, Inc. 1.624 -19,68 50 -16,95
2026-04-13 13F IFP Advisors, Inc 59.173 -5,75 1.805 -2,91
2026-04-29 13F Rocky Mountain Advisers, Llc 2.484 -40,00 76 -38,52
2026-04-08 13F Miracle Mile Advisors, LLC 62.423 -1,49 1.904 1,44
2026-05-01 13F Towercrest Capital Management 24.210 -0,11 738 2,93
2026-02-12 13F Commonwealth Equity Services, Llc 485.323 -12,54 14.370 89.712,50
2026-04-28 13F K2 Financial Inc. 54.902 -3,62 1.753 1,39
2026-05-12 13F Cahill Financial Advisors Inc 183.236 -3,07 5.589 -0,16
2026-05-14 13F Atomi Financial Group, Inc. 1.974.442 -5,68 60.220 -2,84
2026-05-08 13F Curtis Advisory Group, LLC 215.099 -1,02 6.561 1,96
2026-04-23 13F Summit Wealth Group Llc / Co 19.109 -5,49 583 -2,68
2026-04-03 13F First County Bank /CT/ 41.113 -1,05 1.254 1,87
2026-05-12 13F Mengis Capital Management, Inc. 12.532 -1,27 382 1,87
2026-04-22 13F RBA Wealth Management, LLC 9.765 -0,67 298 2,06
2026-04-17 13F Morris Financial Concepts, Inc. 9.070 -3,13 277 -0,36
2026-05-15 13F Vawter Financial, Ltd. 17.886 -1,94 546 0,93
2026-04-27 13F Kelman-Lazarov, Inc. 12.035 -13,89 367 -11,14
2026-04-15 13F Seacrest Wealth Management, Llc 144.246 -10,30 4.400 -9,22
2026-05-15 13F Susquehanna International Group, Llp 66.512 -8,60 2.029 -5,85
2026-05-12 13F Strategic Wealth Partners, Ltd. 13.490 -2,70 411 0,24
2026-02-17 13F LaSalle St. Investment Advisors, LLC 0 -100,00 0
2026-05-13 13F Brinker Capital Investments, LLC 29.974 -85,67 914 -85,25
2026-05-07 13F One Charles Private Wealth Services, LLC 0 -100,00 0
2026-05-15 13F TCG Advisory Services, LLC 27.586 -16,66 841 -14,18
2026-05-15 13F GWM Advisors LLC 130.096 -13,47 759 -82,95
2026-04-23 13F Inman Jager Wealth Management, LLC 42.513 -0,71 1.297 2,29
2026-02-17 13F Main Street Financial Solutions, LLC 182.431 -2,91 5.402 -1,24
2026-05-07 13F Sage Financial Group Inc 772.170 -1,21 23.551 1,76
2026-05-15 13F Northeast Financial Group, Inc. 549.657 -9,36 16.769 -6,62
2026-05-06 13F Paces Ferry Wealth Advisors, Llc 210.776 -1,41 6.429 1,55
2026-04-15 13F Hengehold Capital Management Llc 8.612 -18,68 263 -16,29
2026-05-05 13F Bank of New York Mellon Corp 40.744 -78,38 1.243 -77,74
2026-04-01 13F Burkett Financial Services, Llc 18.285 -25,64 558 -23,49
2026-04-13 13F Newman Dignan & Sheerar, Inc. 146.002 -6,94 4.453 -4,13
2026-04-28 13F Spurstone Advisory Services, LLC 0 -100,00 0
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