Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i iShares Trust - iShares Core MSCI International Developed Markets ETF inkluderer INTL - Main International ETF, Starr Indemnity & Liability Co, Exchange Traded Concepts, Llc, C V Starr & Co Inc, LPRFX - BlackRock Lifepath Dynamic 2050 Fund Investor A Shares, LPVAX - BlackRock LifePath Dynamic 2055 Fund Investor A Shares, CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class, Principal Financial Group Inc, LPHAX - BlackRock LifePath Dynamic 2045 Fund Investor A Shares, Crane Advisory, LLC, Old National Bancorp /in/, BlackRock Funds III - BlackRock LifePath Dynamic 2060 Fund Investor A Shares, rebel Financial LLC, RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares, Alps Advisors Inc, David J Yvars Group, Duncan Williams Asset Management, LLC, Midwest Trust Co, Capitolis Liquid Global Markets LLC, og Tanager Wealth Management LLP .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 12 297 | 935 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 174 660 | 13 281 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 9 340 | 53,24 | 710 | 69,45 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 315 345 | 4,39 | 23 979 | 15,22 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 4 022 | 306 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3 690 | 123,23 | 281 | 147,79 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 932 | 16,50 | 71 | 27,27 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 46 900 | 3 566 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2 828 | 0,04 | 215 | 10,82 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 32 678 | 8,16 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 157 316 | 13,25 | 11 962 | 25,01 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 55 | 12,24 | 4 | 33,33 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 430 | 337 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 6 763 | 16,30 | 514 | 28,50 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3 135 166 | 2,37 | 238 376 | 12,98 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 11 164 | 0,12 | 849 | 10,42 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 492 107 | 504,86 | 37 420 | 567,72 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3 079 266 | 2,23 | 234 147 | 12,83 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 23 603 | 1 795 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 19 930 898 | 5,57 | 1 515 545 | 16,52 | ||||
| 2025-07-16 | 13F | American National Bank | 20 272 | 110,03 | 1 541 | 132,08 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 390 492 | 1,68 | 29 693 | 12,24 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 54 | 4 | ||||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 28 944 | 4,19 | 2 201 | 15,00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 4 553 | 8,10 | 346 | 19,31 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 5 260 | 400 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 32 958 | 108,61 | 2 506 | 130,33 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3 767 | 0,03 | 286 | 10,42 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 9 074 | 7,07 | 690 | 18,18 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 25 233 | 1 919 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 6 975 | 8,76 | 530 | 20,18 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 163 467 | 12 430 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 863 704 | 12,30 | 141 716 | 23,95 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 10 634 | 177,58 | 809 | 207,22 | ||||
| 2025-08-08 | 13F | Creative Planning | 17 982 959 | 1,60 | 1 367 424 | 12,14 | ||||
| 2025-08-14 | 13F | Fmr Llc | 50 996 | 55,07 | 3 878 | 71,17 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BlackRock LifePath Dynamic 2065 Fund Investor C Shares | 52 358 | 3 981 | ||||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 14 737 | 5,72 | 1 121 | 16,67 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2 796 | 0,72 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 122 195 | 6,44 | 9 292 | 17,47 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 33 725 | 18,11 | 2 564 | 30,35 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 7 350 | 0,80 | 562 | 15,20 | ||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 116 089 | 8 796 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 335 | 1 575,00 | 25 | 2 400,00 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 91 489 | 3,00 | 6 957 | 13,70 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 154 055 | 5,53 | 11 714 | 16,49 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 2 | 0 | ||||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 3 437 | 261 | ||||||
| 2025-06-23 | NP | ITDJ - iShares LifePath Target Date 2070 ETF | 10 057 | 37,00 | 720 | 45,75 | ||||
| 2025-06-27 | NP | INTL - Main International ETF | 700 650 | 50 181 | ||||||
| 2025-08-26 | NP | BlackRock Funds III - BlackRock LifePath Dynamic 2070 Fund Class R | 4 048 | 308 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 836 | 134,83 | 64 | 162,50 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 22 112 | 173,26 | 1 681 | 201,80 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 6 407 | 14,62 | 487 | 26,49 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 66 | 5 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 10 704 | 814 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 99 661 | 471,39 | 7 760 | 521,22 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 2 779 | 211 | ||||||
| 2025-06-23 | NP | ITDB - iShares LifePath Target Date 2030 ETF | 36 888 | 17,47 | 2 642 | 24,93 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 462 | 23 000,00 | 35 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 382 | 1,60 | 29 | 16,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 9 893 | 5,24 | 752 | 16,23 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 147 074 | 12,62 | 11 184 | 24,31 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 15 294 | 19,37 | 1 163 | 31,75 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 23 560 | 0,64 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 5 115 | 1,73 | 389 | 12,14 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 12 346 | 42,53 | 938 | 57,38 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 21 366 | 183,63 | 1 625 | 213,51 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1 948 751 | 200,01 | 148 183 | 231,16 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5 320 | 405 | ||||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 12 518 | 4,62 | 952 | 15,41 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 207 792 | 6,90 | 15 801 | 17,99 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 3 926 | 299 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 32 363 | 2 461 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 1 258 824 | 0,21 | 95 721 | 10,61 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 32 991 | 3 | ||||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 30 473 | 3,11 | 2 317 | 13,80 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 243 310 | 1,35 | 18 501 | 11,87 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4 125 | 35,96 | 314 | 49,76 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10 429 | 3,39 | 793 | 9,38 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 51 154 | 4 065,64 | 3 890 | 4 529,76 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 83 881 | 1,66 | 6 378 | 12,21 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 59 615 | 22,00 | 4 533 | 34,67 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 436 348 | 33 180 | ||||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 124 468 | 2,55 | 9 465 | 13,19 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 598 627 | 16,94 | 45 520 | 29,08 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 672 833 | 7,62 | 279 282 | 18,79 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 38 | 3 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 849 753 | 29,06 | 64 615 | 42,46 | ||||
| 2025-08-07 | 13F | PFG Advisors | 11 001 | 836 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 20 163 | 131,97 | 1 533 | 156,35 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 772 283 | 92,03 | 134 764 | 111,96 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 41 | 5,26 | ||||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 5 423 | 3,57 | 412 | 14,44 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 3 751 | 1,27 | 285 | 11,76 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 430 786 | 6,51 | 33 | 18,52 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 3 258 | 0,87 | 248 | 18,75 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 9 709 | 738 | ||||||
| 2025-06-23 | NP | AOM - iShares Core Moderate Allocation ETF | 2 412 318 | 2,44 | 172 770 | 8,97 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 45 | 9,76 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 85 | 6 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 26 204 | 7,94 | 1 993 | 19,14 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 11 149 | 1,40 | 848 | 11,89 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 082 413 | 0,68 | 82 307 | 11,13 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 2 780 | 211 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 3 042 | 0 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 6 591 | 11,88 | 501 | 23,70 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 254 | 19 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 35 925 | 3,46 | 2 732 | 14,17 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 29 533 | 21,98 | 2 246 | 34,67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 507 966 | 5,46 | 38 626 | 16,40 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 206 238 | 15 682 | ||||||
| 2025-08-14 | 13F | Prudent Investors Network | 250 371 | 1,66 | 19 038 | 12,21 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 241 682 | 0,14 | 16 649 | 7,01 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 304 963 | 4,72 | 23 189 | 11,42 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 22 928 | 102,58 | 1 743 | 123,75 | ||||
| 2025-08-05 | 13F | Hi-Line Capital Management, LLC | 288 319 | 27,10 | 21 924 | 40,29 | ||||
| 2025-07-24 | NP | ARAAX - Horizon Active Risk Assist Fund Advisor Class | 2 123 244 | 507,08 | 159 710 | 698,35 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 7 689 | 585 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 810 | 1,00 | 62 | 10,91 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 64 554 | 4 909 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 541 114 | 29,02 | 41 146 | 42,41 | ||||
| 2025-07-15 | 13F | Oak Root LLC | 199 151 | 10,51 | 15 143 | 21,98 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 35 402 | 1,73 | 2 692 | 12,27 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 3 744 | 285 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 1 597 | 5,48 | 121 | 16,35 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 40 686 | 13,73 | 3 094 | 25,53 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6 852 208 | 33,43 | 521 039 | 49,09 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 198 | 112,90 | 15 | 150,00 | ||||
| 2025-06-23 | NP | IRTR - iShares LifePath Retirement ETF | 18 625 | 4,80 | 1 334 | 11,45 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 271 254 | 2,99 | 20 626 | 13,68 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5 132 | 6,03 | 390 | 17,12 | ||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I | 234 710 | 7,47 | 17 847 | 18,62 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 9 390 | 64,02 | 714 | 81,22 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6 038 | 18,49 | 459 | 30,77 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 10 078 | 766 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 73 275 | 5 572 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 213 693 | 19,78 | 16 272 | 31,61 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 79 928 | 6 078 | ||||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 15 269 | 22,96 | 1 161 | 35,79 | ||||
| 2025-08-08 | 13F | C V Starr & Co Inc | 378 787 | 28 803 | ||||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 249 086 | 3,83 | 18 906 | 14,40 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 13 768 | 20,93 | 1 047 | 28,34 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 770 868 | 11,59 | 58 617 | 23,17 | ||||
| 2025-07-14 | 13F | Friday Financial | 108 109 | 10,43 | 8 221 | 21,20 | ||||
| 2025-06-23 | NP | AOA - iShares Core Aggressive Allocation ETF | 7 169 640 | 2,58 | 513 490 | 9,11 | ||||
| 2025-07-31 | 13F | City State Bank | 5 377 | 10,25 | 409 | 21,79 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 241 | 18 | ||||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 32 512 | 1,56 | 2 472 | 12,11 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 4 110 | 0,15 | 313 | 10,64 | ||||
| 2025-06-25 | NP | RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares | 93 500 | 6 696 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 11 805 | 16,62 | 898 | 28,69 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 89 159 | 6,88 | 6 780 | 17,98 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 10 131 | 58,82 | 770 | 75,40 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 582 | 260,11 | 196 | 300,00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 138 065 | 15,01 | 10 498 | 26,96 | ||||
| 2025-07-15 | 13F | Maseco Llp | 3 467 | 264 | ||||||
| 2025-07-25 | 13F | Cypress Capital Group | 3 135 | 238 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 9 264 | 0,01 | 638 | 6,87 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 268 391 | 2,08 | 20 408 | 12,68 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 3 325 | 253 | ||||||
| 2025-08-26 | NP | LPHAX - BlackRock LifePath Dynamic 2045 Fund Investor A Shares | 125 381 | 9 534 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 141 579 | 77,65 | 10 766 | 96,08 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 12 248 | 0,35 | 931 | 10,83 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 32 581 | 20,16 | 2 477 | 32,67 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 10 546 | 0,56 | 802 | 10,94 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 22 540 | 4,29 | 1 714 | 15,12 | ||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I | 112 112 | 9,41 | 8 525 | 20,75 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 13 433 | 1 021 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 858 477 | 2,85 | 65 278 | 13,52 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 305 267 | 0,19 | 23 212 | 10,60 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 11 053 627 | 5,02 | 840 517 | 15,92 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 154 014 | 5,52 | 11 711 | 16,48 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 31 260 | 2,49 | 2 377 | 13,14 | ||||
| 2025-08-13 | 13F | Harfst & Associates, Inc. | 2 975 | 226 | ||||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 4 058 | 1,73 | 309 | 12,41 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 3 128 384 | 0,84 | 237 882 | 11,31 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 7 265 | 0,43 | 552 | 10,84 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 80 262 | 37,81 | 6 103 | 52,12 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 759 281 | 4,02 | 57 736 | 14,81 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 13 413 | 1,48 | 1 013 | 11,21 | ||||
| 2025-08-08 | 13F | Starr Indemnity & Liability Co | 606 060 | 46 085 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 273 | 105,26 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 41 682 | 3 169 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 137 301 | 2,00 | 10 440 | 12,60 | ||||
| 2025-05-12 | 13F | Ccm Investment Group, Llc | 1 435 325 | 1,39 | 99 655 | 9,19 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 44 252 | 63,41 | 3 365 | 80,38 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3 943 | 0 | ||||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 140 679 | 3,22 | 10 697 | 13,93 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 92 292 | 1,36 | 7 051 | 15,95 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 72 847 | 3,15 | 5 539 | 13,85 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 11 551 | 189,28 | 878 | 219,27 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 358 | 51,05 | 27 | 68,75 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 105 969 | 45,67 | 8 058 | 60,79 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 6 784 | 18,37 | 516 | 30,71 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 112 673 | 2,87 | 8 568 | 13,55 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 6 359 | 2,23 | 484 | 12,85 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 486 | 68,48 | 113 | 83,61 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 199 086 | 15,30 | 15 138 | 27,27 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 4 411 | 12,73 | 335 | 24,54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-26 | NP | LPRFX - BlackRock Lifepath Dynamic 2050 Fund Investor A Shares | 266 609 | 20 273 | ||||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 194 526 | 8,29 | 14 792 | 19,53 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1 180 131 | 15,68 | 89 737 | 27,69 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5 068 | 88,61 | 385 | 108,11 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 63 758 | 49,86 | 4 848 | 65,46 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 508 382 | 12,18 | 38 657 | 23,83 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 11 888 | 13,78 | 904 | 25,59 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 9 460 | 719 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 75 639 | 9,38 | 5 752 | 20,72 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 29 381 | 808,78 | 2 234 | 906,31 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 1 425 | 48,28 | 0 | |||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1 204 | 7,50 | 92 | 18,18 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3 862 | 294 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 46 104 | 57,74 | 3 506 | 74,12 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 4 420 | 1,75 | 336 | 12,37 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 63 | 5 | ||||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 277 | 21 | ||||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 50 998 | 119,74 | 4 | 200,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 14 933 | 30,10 | 1 136 | 43,67 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 277 639 | 15,53 | 21 112 | 27,52 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 5 228 | 398 | ||||||
| 2025-05-02 | 13F | Napatree Capital Llc | 14 210 | 5,80 | 979 | 13,06 | ||||
| 2025-08-11 | 13F | Bank of Finland | 6 069 143 | 1,74 | 461 498 | 12,30 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 10 761 | 818 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 217 | 10 750,00 | 17 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 4 866 | 370 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 59 235 | 28,61 | 4 504 | 41,99 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 125 349 | 16,12 | 9 532 | 28,17 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 1 187 722 | 3,21 | 90 314 | 13,92 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 31 557 | 2,24 | 2 400 | 12,84 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 93 500 | 7 110 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 23 585 | 24,10 | 1 793 | 36,97 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 137 000 | 1,66 | 10 417 | 12,22 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 3 795 | 289 | ||||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 7 560 | 11,83 | 575 | 23,44 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 78 525 | 26,72 | 5 971 | 39,87 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 10 060 | 0,77 | 765 | 11,35 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 5 442 | 0,39 | 414 | 10,72 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 128 871 | 16,13 | 9 799 | 28,18 | ||||
| 2025-08-14 | 13F | Betterment LLC | 8 809 | 39,23 | 1 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4 556 | 5,68 | 346 | 13,07 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 3 125 | 0,03 | 238 | 10,23 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 36 160 | 2 750 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 10 251 | 779 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 38 762 | 7,15 | 2 670 | 14,49 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 20 046 | 49,79 | 1 524 | 65,47 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 176 537 | 9,45 | 13 424 | 20,80 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 31 573 | 1,01 | 2 401 | 11,47 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 166 709 | 31 897,89 | 12 677 | 36 117,14 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 14 362 | 59,72 | 1 092 | 76,41 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 86 735 | 4,47 | 6 595 | 15,32 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 6 844 | 28,07 | 520 | 41,30 | ||||
| 2025-06-23 | NP | ITDD - iShares LifePath Target Date 2040 ETF | 72 464 | 13,05 | 5 190 | 20,25 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 14 249 | 1 083 | ||||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 4 933 | 375 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 35 533 | 4,48 | 2 702 | 15,33 | ||||
| 2025-06-23 | NP | ITDF - iShares LifePath Target Date 2050 ETF | 81 309 | 7,18 | 5 823 | 14,02 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 516 141 | 10,88 | 115 287 | 22,39 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 370 984 | 5,88 | 28 210 | 16,87 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 89 881 | 15,60 | 6 835 | 27,60 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10 733 097 | 2,52 | 816 145 | 13,16 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 9 996 | 760 | ||||||
| 2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 2 105 075 | 99,15 | 158 344 | 117,70 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 20 574 | 24,45 | 1 564 | 37,43 | ||||
| 2025-08-14 | 13F | New England Asset Management Inc | 323 285 | 175,37 | 24 583 | 203,97 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 23 926 | 9,50 | 1 819 | 20,86 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7 136 | 15,54 | 552 | 25,80 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 461 628 | 31,53 | 34 501 | 42,70 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BlackRock LifePath Dynamic 2060 Fund Investor A Shares | 114 235 | 8 686 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 13 879 | 32,94 | 1 055 | 46,73 | ||||
| 2025-06-25 | NP | CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class | 163 520 | 11 711 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 312 392 | 2,47 | 23 754 | 13,10 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 35 983 | 6,94 | 2 736 | 18,03 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 5 876 | 90,41 | 447 | 110,38 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 1 268 305 | 0,90 | 96 264 | 10,54 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 90 122 | 1,25 | 6 853 | 11,76 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 24 287 | 31,10 | 1 847 | 44,67 | ||||
| 2025-08-26 | NP | LPVAX - BlackRock LifePath Dynamic 2055 Fund Investor A Shares | 244 032 | 18 556 | ||||||
| 2025-06-27 | NP | IDUB - International Drawdown Managed Equity ETF | 2 433 310 | 11,06 | 174 274 | 18,13 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 179 470 | 4,19 | 13 647 | 15,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 559 409 | 43 | ||||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 7 945 | 1,39 | 604 | 12,06 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 115 077 | 8 750 | ||||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 40 614 | 8,10 | 3 | 50,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 966 793 | 55,37 | 149 555 | 71,50 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 4 103 | 16,17 | 312 | 27,98 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 8 516 | 4,47 | 648 | 15,33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 6 858 260 | 20,26 | 521 502 | 32,74 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4 322 535 | 2,93 | 328 686 | 13,61 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 4 834 866 | 32,53 | 367 643 | 46,29 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 5 228 | 4,56 | 360 | 11,80 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 25 333 | 750,96 | 1 926 | 839,51 | ||||
| 2025-06-23 | NP | ITDH - iShares LifePath Target Date 2060 ETF | 34 560 | 12,36 | 2 475 | 19,57 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 80 329 | 10,55 | 6 108 | 22,04 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 16 796 | 1 277 | ||||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 5 079 | 386 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 195 | 34,83 | 167 | 48,21 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 592 | 45 | ||||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 702 685 | 1,48 | 53 432 | 12,01 | ||||
| 2025-06-23 | NP | AOR - iShares Core Growth Allocation ETF | 5 670 732 | 3,66 | 406 138 | 10,26 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4 474 | 10,93 | 340 | 22,74 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 2 849 | 217 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 3 084 | 224,97 | 235 | 260,00 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 16 291 | 11,79 | 1 223 | 22,81 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 7 219 | 549 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 101 168 | 7 693 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 421 084 | 45,18 | 32 019 | 60,26 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 14 299 | 62,56 | 1 087 | 79,67 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 15 700 | 13,76 | 1 | |||||
| 2025-06-23 | NP | ITDE - iShares LifePath Target Date 2045 ETF | 78 975 | 8,09 | 5 656 | 14,98 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 203 009 | 9,27 | 15 436 | 26,82 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14 487 | 0,73 | 1 129 | 8,35 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 183 296 | 74,60 | 13 938 | 92,71 | ||||
| 2025-07-31 | 13F | Cosner Financial Group, LLC | 51 047 | 9,79 | 3 882 | 21,17 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 23 850 | 11,83 | 1 814 | 23,42 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 5 375 | 15 257,14 | 409 | 20 300,00 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 10 325 | 0,16 | 785 | 10,56 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 12 424 | 58,41 | 945 | 74,81 | ||||
| 2025-07-25 | NP | ABWAX - AB All Market Total Return Portfolio Class A | 29 216 | 2 198 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 11 013 | 15,03 | 837 | 27,01 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 1 503 051 | 548,09 | 114 292 | 615,35 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 51 802 | 12,68 | 3 939 | 24,38 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 3 400 | 259 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 37 932 | 162,36 | 2 884 | 189,56 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 49 303 434 | 3,28 | 3 749 033 | 14,00 | ||||
| 2025-06-23 | NP | ITDI - iShares LifePath Target Date 2065 ETF | 32 389 | 5,32 | 2 320 | 12,03 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 2 412 000 | 358,99 | 183 457 | 446,67 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 66 068 | 5 024 | ||||||
| 2025-06-23 | NP | AOK - iShares Core Conservative Allocation ETF | 781 387 | 3,99 | 55 963 | 10,61 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 24 272 | 93,45 | 1 846 | 113,54 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 13 882 | 1 | ||||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 13 630 | 4,13 | 1 036 | 14,98 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 241 | 17 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 23 413 | 1,56 | 1 780 | 12,09 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 166 | 115,58 | 13 | 140,00 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 4 713 | 358 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 36 259 | 45,17 | 2 757 | 60,29 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 2 739 | 208 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 140 | 11 | ||||||
| 2025-06-23 | NP | ITDC - iShares LifePath Target Date 2035 ETF | 61 399 | 15,73 | 4 397 | 23,10 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 8 911 | 15,43 | 677 | 27,50 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 7 800 | 593 | ||||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 4 546 | 25,72 | 346 | 38,55 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 142 485 | 3,13 | 10 835 | 26,39 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 856 982 | 19,40 | 293 285 | 31,79 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 3 792 | 14,18 | 288 | 26,32 | ||||
| 2025-07-09 | 13F | David J Yvars Group | 83 460 | 6 346 | ||||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2 871 | 218 | ||||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 72 500 | 5 513 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 169 091 | 5,86 | 12 858 | 16,84 |
