VXF - Vanguard Index Funds - Vanguard Extended Market ETF Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (ARCA)

Vanguard Index Funds - Vanguard Extended Market ETF
US ˙ ARCA ˙ US9229086528

Statistiche di base
Proprietari istituzionali 894 total, 893 long only, 0 short only, 1 long/short - change of 1,93% MRQ
Allocazione media del portafoglio 0.5322 % - change of -0,49% MRQ
Azioni istituzionali (Long) 49.274.804 (ex 13D/G) - change of -1,02MM shares -2,03% MRQ
Valore istituzionale (Long) $ 9.008.478 USD ($1000)
Proprietà istituzionale e azionisti

Vanguard Index Funds - Vanguard Extended Market ETF (US:VXF) ha 894 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 49,274,804 azioni. I maggiori azionisti includono Morgan Stanley, Wealthfront Advisers Llc, Envestnet Asset Management Inc, Bank Of America Corp /de/, Wealthspire Advisors, LLC, Vanguard Group Inc, Fifth Third Bancorp, Assetmark, Inc, Us Bancorp \de\, and LPL Financial LLC .

(Vanguard Index Funds - Vanguard Extended Market ETF (ARCA:VXF) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.

The share price as of September 5, 2025 is 207,76 / share. Previously, on September 6, 2024, the share price was 170,15 / share. This represents an increase of 22,10% over that period.

VXF / Vanguard Index Funds - Vanguard Extended Market ETF Institutional Ownership
Indice del sentiment dei fondi

L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.

Frequenza di aggiornamento: giornaliera

Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.

Rapporto put/call istituzionale

Oltre a segnalare le emissioni standard di titoli azionari e di debito, gli istituti con più di 100 milioni di asset in gestione devono anche dichiarare le loro partecipazioni in opzioni put e call. Poiché le opzioni put indicano generalmente un sentiment negativo e le opzioni call un sentiment positivo, possiamo avere un'idea del sentiment istituzionale complessivo attraverso il rapporto tra put e call. Il grafico a destra mostra il rapporto storico put/call per questo strumento.

L'utilizzo del rapporto put/call come indicatore del sentiment degli investitori consente di superare una delle principali lacune dell'utilizzo della proprietà istituzionale totale, ovvero il fatto che una quantità significativa di asset in gestione viene investita passivamente per seguire gli indici. Generalmente, i fondi a gestione passiva non acquistano opzioni, per cui il rapporto put/call riflette più fedelmente il sentiment dei fondi a gestione attiva.

VXF / Vanguard Index Funds - Vanguard Extended Market ETF Historical Put/Call Ratio
Depositi 13F e NPORT

Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

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Important Note

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-04-30 13F Pineridge Advisors LLC 0 -100,00 0
2025-07-25 13F NorthRock Partners, LLC 20.100 -0,98 3.874 10,78
2025-08-14 13F CoreCap Advisors, LLC 536 26,12 103 41,10
2025-07-16 13F Brown, Lisle/cummings, Inc. 245 0,00 47 11,90
2025-07-03 13F Garde Capital, Inc. 2.000 0,00 385 11,92
2025-07-10 13F Piscataqua Savings Bank 265 0,00 51 13,33
2025-07-15 13F Five Pine Wealth Management 12.408 10,86 2.389 23,98
2025-08-13 13F StoneX Group Inc. 4.812 -10,61 927 0,00
2025-08-11 13F Howard Wealth Management, Llc 6.254 -8,58 1.205 2,29
2025-07-28 13F Copia Wealth Management 146 0,00 28 12,00
2025-07-03 13F Fiduciary Financial Group, Llc 1.774 0,00 343 22,50
2025-08-01 13F First Command Advisory Services, Inc. 0 -100,00 0
2025-08-04 13F Simon Quick Advisors, Llc 18.617 -0,09 3.588 11,78
2025-07-30 13F Lionsbridge Wealth Management LLC 7.283 58,43 1.404 77,37
2025-08-14 13F Strategic Wealth Designers 0 0
2025-07-28 13F Sagespring Wealth Partners, Llc 2.207 -6,05 425 5,20
2025-08-01 13F Chilton Capital Management Llc 16.293 -3,64 3.140 7,80
2025-07-30 13F Whittier Trust Co Of Nevada Inc 6.768 -16,54 1.304 -6,59
2025-07-15 13F Fifth Third Bancorp 1.243.904 3,63 239.713 15,93
2025-04-22 13F Veridan Wealth LLC 2.721 -5,75 469 -17,75
2025-08-15 13F Provenance Wealth Advisors, LLC 0 -100,00 0 -100,00
2025-07-10 13F Bath Savings Trust Co 1.092 -40,75 210 -33,75
2025-07-15 13F Patriot Investment Management Inc. 8.084 33,93 1.558 49,86
2025-08-15 13F Blue Chip Partners, Inc. 6.107 1,09 1.177 13,08
2025-08-08 13F New England Capital Financial Advisors LLC 394 0,00 76 11,94
2025-08-01 13F Motco 262 0,00 52 13,33
2025-08-13 13F Congress Wealth Management LLC / DE / 4.030 -56,43 777 -51,35
2025-08-13 13F Keystone Financial Group 1.652 -19,30 318 -10,67
2025-07-15 13F North Star Investment Management Corp. 45.386 -0,86 8.746 10,91
2025-08-13 13F Cheviot Value Management, LLC 17 0,00 3 50,00
2025-08-04 13F Linscomb & Williams, Inc. 66.666 -2,34 12.847 9,25
2025-08-08 13F Advyzon Investment Management, LLC 4.258 821
2025-07-21 13F Precedent Wealth Partners, Llc 5.302 -0,51 1.022 11,22
2025-08-13 13F SageView Advisory Group, LLC 626.749 9,41 125.481 27,16
2025-07-28 13F Harbour Investments, Inc. 95.441 46,56 18.393 63,97
2025-08-14 13F Clifford Group, LLC 51.988 3,96 10.019 16,30
2025-08-13 13F Crescent Grove Advisors, LLC 2.308 0,00 445 11,84
2025-08-14 13F Cardiff Park Advisors, Llc 192 0,00 37 12,12
2025-08-07 13F Hughes Financial Services, LLC 943 -18,14 186 -7,04
2025-08-07 13F BOK Financial Private Wealth, Inc. 300 0,00 58 11,76
2025-08-14 13F Clarity Capital Advisors, LLC 3.102 48,14 598 65,83
2025-07-24 13F JNBA Financial Advisors 451 -3,01 87 7,50
2025-07-02 13F Central Pacific Bank - Trust Division 6 0,00 1 0,00
2025-08-05 13F Landmark Wealth Management, Inc. 51.085 42,43 9.845 59,34
2025-08-15 13F WealthCollab, LLC 425 0,00 82 10,96
2025-07-18 13F SigFig Wealth Management, LLC 556.928 -5,04 106.774 5,25
2025-08-04 13F Center for Financial Planning, Inc. 122 0,00 24 9,52
2025-07-25 13F Fifth Third Wealth Advisors LLC 8.594 1.656
2025-07-30 13F Klingman & Associates, LLC 1.090 210
2025-08-14 13F Evergreen Capital Management Llc 1.127 217
2025-07-29 13F Yoffe Investment Management, LLC 6.629 0,05 1.278 11,92
2025-08-13 13F Continuum Advisory, LLC 101.232 4,73 19.508 17,17
2025-08-05 13F Lincoln National Corp 169.960 4,50 32.753 16,91
2025-08-04 13F Integrity Alliance, Llc. 1.680 324
2025-07-15 13F Td Private Client Wealth Llc 420.323 5,78 81.000 18,34
2025-07-10 13F Moody National Bank Trust Division 146.474 11,08 28.227 24,27
2025-08-07 13F Kestra Private Wealth Services, Llc 11.670 -3,22 2.249 8,23
2025-08-08 13F Wealth Alliance 15.049 391,16 2.900 450,28
2025-08-14 13F London Co Of Virginia 468 -58,80 90 -53,85
2025-07-11 13F Westfuller Advisors, LLC 5.560 -0,07 1.071 11,80
2025-08-08 13F Pnc Financial Services Group, Inc. 33.358 6,21 6.428 18,82
2025-08-12 13F 17 Capital Partners, Llc 2.229 22,27 430 36,62
2025-08-13 13F Capital Advisors Wealth Management, LLC 1.909 -18,28 368 -8,71
2025-05-16 13F/A Kestra Investment Management, LLC 0 -100,00 0
2025-08-06 13F Washington Trust Bank 5.526 0,00 1.065 11,88
2025-08-05 13F Bank Of Montreal /can/ 5.282 -13,40 1.018 -3,14
2025-08-12 13F Archer Investment Corp 4.532 12,68 873 26,16
2025-08-13 13F Green Harvest Asset Management LLC 1.598 -6,17 308 4,78
2025-05-29 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class 0 -100,00 0 -100,00
2025-05-29 NP SIRAX - Sierra Tactical All Asset Fund Class A 0 -100,00 0 -100,00
2025-08-07 13F Parkside Financial Bank & Trust 150 0,00 29 12,00
2025-08-13 13F Kilter Group LLC 64 12
2025-05-29 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class 0 -100,00 0 -100,00
2025-08-04 13F Spinnaker Trust 2.010 0,00 387 11,85
2025-08-13 13F Russell Investments Group, Ltd. 1.222 26,90 236 42,42
2025-07-31 13F Topsail Wealth Management, LLC 48.429 3,46 9.333 15,74
2025-07-14 13F Sowell Financial Services LLC 1.566 1,69 302 13,58
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 714.574 -0,31 137.706 11,52
2025-08-13 13F Per Stirling Capital Management, LLC. 1.279 1,99 246 14,42
2025-08-12 13F Mustico Financial Group, Inc. 1.044 205
2025-05-08 13F Essential Planning, LLC. 0 -100,00 0
2025-08-14 13F Tudor Investment Corp Et Al 34.210 176,00 6.593 208,76
2025-08-15 13F Keel Point, LLC 73.719 -0,41 14.206 11,42
2025-07-22 13F SOL Capital Management CO 85.929 14,91 17 33,33
2025-07-23 13F Prime Capital Investment Advisors, LLC 30.138 -36,59 5.808 -29,06
2025-07-01 13F Park National Corp /oh/ 6.390 -1,77 1.231 9,91
2025-07-10 13F Family Legacy Financial Solutions, LLC 39 8
2025-08-05 13F Dunhill Financial, LLC 292 0,00 56 12,00
2025-07-08 13F RMR Wealth Builders 1.377 -14,84 265 -4,68
2025-07-15 13F Evanson Asset Management, LLC 3.388 124,07 653 150,77
2025-07-03 13F Lam Group, Inc. 44.410 3,17 8.558 15,43
2025-08-07 13F Cvfg Llc 4.840 0,19 933 12,02
2025-07-17 13F Vermillion Wealth Management, Inc. 76 0,00 15 7,69
2025-08-13 13F Fiduciary Group LLC 57.678 -1,47 11.115 10,24
2025-07-18 13F SOA Wealth Advisors, LLC. 11 10,00 2 100,00
2025-07-07 13F Retirement Wealth Solutions LLC 17.359 -1,15 3.345 10,58
2025-07-18 13F Pure Financial Advisors, Inc. 37.994 2,21 7.322 14,34
2025-08-14 13F Goldman Sachs Group Inc 686.998 -9,06 132.391 1,74
2025-07-25 13F Concord Wealth Partners 337 0,00 65 12,07
2025-07-22 13F Inlight Wealth Management, LLC 0 -100,00 0
2025-08-14 13F Kovitz Investment Group Partners, LLC 13.876 -11,08 2.674 -0,52
2025-05-20 13F Jupiter Wealth Management LLC 0 -100,00 0
2025-07-17 13F Coastline Trust Co 12.715 0,00 2.450 11,87
2025-07-09 13F VisionPoint Advisory Group, LLC 1.650 318
2025-05-12 13F Owen LaRue, LLC 0 -100,00 0
2025-08-14 13F Mml Investors Services, Llc 190.872 -2,26 37 9,09
2025-08-12 13F Deutsche Bank Ag\ 7.374 -40,78 1.421 -33,72
2025-07-21 13F Riverview Trust Co 152 0,00 29 11,54
2025-08-06 13F Horan Securities, Inc. 1.357 262
2025-07-31 13F Manuka Financial, LLC 1.623 0,06 313 11,83
2025-08-12 13F Twin Focus Capital Partners, Llc 14.177 -13,17 2.732 -2,84
2025-07-29 13F BKD Wealth Advisors, LLC 1.378 0,00 266 11,81
2025-04-10 13F Park Edge Advisors, LLC 0 -100,00 0
2025-08-14 13F Coastal Bridge Advisors, LLC 5.069 16,50 977 30,31
2025-08-14 13F Bnp Paribas Arbitrage, Sa 285.661 -1,43 55.050 10,28
2025-07-31 13F/A Interchange Capital Partners, LLC 1.560 301
2025-08-26 NP UPAR - UPAR Ultra Risk Parity ETF 9.592 -20,19 1.848 -10,72
2025-08-06 13F Valtinson Bruner Financial Planning LLC 6.510 1.255
2025-08-15 13F Truefg, Llc 2.345 7,18 452 19,95
2025-08-08 13F CWS Financial Advisors, LLC 17.465 -13,29 3.366 -3,00
2025-07-08 13F Advance Capital Management, Inc. 5.073 -0,96 978 10,77
2025-07-16 13F Beaumont Financial Advisors, LLC 3.797 0,00 732 11,77
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 5.485 -46,21 1.057 -39,84
2025-08-01 13F Equita Financial Network, Inc. 0 -100,00 0
2025-08-04 13F Pensionmark Financial Group, Llc 38.041 58,68 7.331 77,52
2025-08-06 13F AE Wealth Management LLC 8.770 85,88 1.690 108,00
2025-08-12 13F MAI Capital Management 45.028 -0,65 8.677 11,14
2025-08-12 13F PSI Advisors, LLC 0 -100,00 0
2025-07-18 13F Victrix Investment Advisors 4.447 -6,42 857 4,65
2025-07-02 13F Boston Standard Wealth Management, LLC 35.187 17,93 6.781 34,65
2025-08-13 13F Truvestments Capital Llc 74 -1,33 14 16,67
2025-08-08 13F Avantax Advisory Services, Inc. 16.050 -0,27 3.093 11,58
2025-08-12 13F RPG Investment Advisory, LLC 3.436 -49,72 662 -43,76
2025-08-14 13F LaSalle St. Investment Advisors, LLC 12.493 17,28 2 100,00
2025-07-14 13F Acropolis Investment Management, LLC 0 -100,00 0
2025-08-14 13F Summit Trail Advisors, Llc 4.839 933
2025-07-29 13F Fundamentun, Llc 1.781 50,93 343 68,97
2025-08-13 13F Rsm Us Wealth Management Llc 6.410 5,15 1.235 17,62
2025-05-12 13F Benjamin Edwards Inc 0 -100,00 0
2025-07-31 13F Moser Wealth Advisors, LLC 275 0,00 53 10,64
2025-07-28 13F BRYN MAWR TRUST Co 11.349 0,34 2.187 12,27
2025-07-29 13F Ballast, Inc. 0 -100,00 0
2025-08-06 13F Csenge Advisory Group 2.504 -1,07 459 12,22
2025-08-05 13F Gould Asset Management Llc /ca/ 37.499 -2,37 7.226 9,22
2025-07-30 13F Bogart Wealth, LLC 3.257 -0,34 628 11,57
2025-07-08 13F FF Advisors,LLC 6.150 0,00 1.185 10,75
2025-07-23 13F Center For Asset Management LLC 4.477 -40,72 851 -34,54
2025-05-07 13F Brio Consultants, LLC 0 -100,00 0
2025-08-06 13F North Capital, Inc. 533 0,00 103 12,09
2025-08-05 13F Hunter Associates Investment Management Llc 7.849 0,00 2 0,00
2025-08-11 13F Lake Street Financial Llc 6.319 1,38 1.218 13,42
2025-08-06 13F Legacy Bridge, LLC 100 19
2025-08-13 13F Quadrant Capital Group Llc 11.413 -0,47 2.199 11,34
2025-08-05 13F Hills Bank & Trust Co 12.318 -0,19 2.374 11,62
2025-08-04 13F Savvy Advisors, Inc. 1.428 10,96 275 24,43
2025-08-15 13F CI Private Wealth, LLC 113.742 102,05 21.919 126,04
2025-07-15 13F Eaton Financial Holdings Company, LLC 2.606 0,27 502 12,30
2025-08-12 13F Long Island Wealth Management, Inc. 32.714 6,75 6.304 19,44
2025-08-12 13F New Republic Capital, LLC 493 95
2025-04-14 13F Patriot Financial Group Insurance Agency, LLC 0 -100,00 0 -100,00
2025-07-30 13F Evermay Wealth Management Llc 2.726 -0,33 525 11,46
2025-08-14 13F Money Concepts Capital Corp 4.006 44,00 772 60,96
2025-07-16 13F West Branch Capital LLC 193 0,00 37 12,12
2025-04-30 13F Greenleaf Trust 0 -100,00 0
2025-08-08 13F Emerald Investment Partners, Llc 98 0,00 19 12,50
2025-08-25 13F/A Neuberger Berman Group LLC 4.644 2,29 895 14,32
2025-04-21 13F Friedenthal Financial 0 -100,00 0
2025-05-07 13F Syntax Research, Inc. 0 -100,00 0
2025-08-15 13F Semmax Financial Advisors Inc. 10.931 0,57 2.149 11,58
2025-08-14 13F/A Rockefeller Capital Management L.P. 149.711 1,04 28.851 13,04
2025-08-01 13F Bessemer Group Inc 77.856 10,11 15 25,00
2025-07-14 13F S.A. Mason LLC 900 0,00 173 11,61
2025-07-29 13F Stephens Inc /ar/ 4.300 0,05 829 11,89
2025-07-18 13F SMI Advisory Services, LLC 66.197 -2,73 12.994 23,86
2025-08-04 13F Golden Road Advisors Llc 5.303 12,49 1.022 25,74
2025-08-14 13F Ameriprise Financial Inc 327.878 -3,85 63.191 7,39
2025-08-18 13F N.E.W. Advisory Services LLC 72.439 -14,50 13.960 -4,36
2025-07-07 13F TruWealth Advisors, LLC 5.862 -20,98 1.130 -11,59
2025-08-13 13F Renaissance Technologies Llc 0 -100,00 0
2025-08-11 13F Private Advisor Group, LLC 105.271 -1,89 20.287 9,76
2025-07-17 13F Luminvest Wealth Management LLC 22.750 12,89 4.390 26,45
2025-08-01 13F FSA Advisors, Inc. 0 -100,00 0
2025-08-14 13F Qube Research & Technologies Ltd 508 98
2025-08-13 13F Everstar Asset Management, LLC 0 -100,00 0 -100,00
2025-05-15 13F/A Orion Portfolio Solutions, LLC 21.653 21,75 3.730 10,42
2025-07-31 13F BIP Wealth, LLC 16.500 -1,21 3.180 10,50
2025-08-15 13F First Heartland Consultants, Inc. 3.715 2,03 716 14,04
2025-08-04 13F L.m. Kohn & Company 3.201 -43,36 617 -36,69
2025-07-11 13F Adirondack Trust Co 15 3
2025-08-04 13F MeadowBrook Investment Advisors LLC 365 0,00 70 12,90
2025-07-15 13F Riverbridge Partners Llc 31.560 -36,63 6.082 -29,11
2025-08-14 13F Synovus Financial Corp 6.629 -2,74 1.278 8,86
2025-08-04 13F AMG National Trust Bank 2.201 0,00 424 11,87
2025-07-09 13F Mirador Capital Partners LP 1.711 -0,35 330 11,53
2025-08-01 13F Facet Wealth, Inc. 7.002 -18,46 1.385 -7,98
2025-08-12 13F Quadcap Wealth Management, LLC 1.515 0,00 292 11,92
2025-08-06 13F SJA Financial Advisory, LLC 1.190 0,25 229 12,25
2025-07-08 13F Apella Capital, LLC 5.519 -0,31 1.079 17,67
2025-08-04 13F Mesirow Financial Investment Management, Inc. 2.364 -0,04 456 11,79
2025-07-17 13F City Holding Co 180 0,00 35 9,68
2025-05-08 13F SP Asset Management LLC 0 -100,00 0
2025-08-11 13F Pin Oak Investment Advisors Inc 48 0,00 0
2025-08-13 13F Summit Financial, LLC 15.837 1,18 3.052 13,17
2025-07-28 13F Compass Advisory Group LLC 30.911 17,62 5.957 31,57
2025-07-15 13F Alpha Omega Wealth Management LLC 2.813 0,00 542 11,98
2025-05-12 13F Ameritas Investment Partners, Inc. 0 -100,00 0
2025-07-22 13F/A Red Mountain Financial, LLC 4.335 2,80 835 15,01
2025-07-11 13F First PREMIER Bank 270 0,00 0
2025-08-05 13F Mathes Company, Inc. 5.950 0,00 1 0,00
2025-07-17 13F Fee-Only Financial Planning, L.C. 11.194 0,00 2.157 11,88
2025-08-13 13F Mount Yale Investment Advisors, LLC 62 12
2025-08-13 13F Jones Financial Companies Lllp 189.794 31,78 36.388 46,06
2025-05-15 13F CAPROCK Group, Inc. 4.294 29,77 740 17,68
2025-08-14 13F Colony Group, LLC 881.813 2,24 169.935 14,37
2025-07-10 13F Trust Point Inc. 12.826 0,00 2.472 11,86
2025-07-08 13F Canandaigua National Trust Co of Florida 3.997 770
2025-07-10 13F Focus Financial Network, Inc. 4.235 0,02 816 11,93
2025-07-10 13F Selective Wealth Management, Inc. 6.412 7,37 1.268 32,12
2025-07-08 13F Legacy Private Trust Co. 180.443 -24,67 34.773 -15,73
2025-08-14 13F Evercore Wealth Management, LLC 1.755 0,00 338 11,92
2025-07-25 13F LRI Investments, LLC 437 0,00 84 12,00
2025-08-14 13F Houlihan Financial Resource Group, Ltd. 1.370 0,00 0
2025-07-24 13F Papp L Roy & Associates 3.406 0,00 656 11,95
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 86 17
2025-07-29 13F Curbstone Financial Management Corp 11.870 0,00 2.287 11,89
2025-07-23 13F Eagle Strategies LLC 2.493 4,57 480 17,07
2025-08-11 13F ARS Investment Partners, LLC 2.975 0,00 573 1,42
2025-07-23 13F REAP Financial Group, LLC 186 36
2025-08-13 13F Plan Group Financial, LLC 1.081 208
2025-08-11 13F Cornerstone Planning Group LLC 426 -32,91 84 -20,95
2025-08-26 13F Nautilus Advisors LLC 2.000 0,00 385 11,92
2025-08-12 13F LPL Financial LLC 988.209 4,11 190.438 16,47
2025-07-14 13F AdvisorNet Financial, Inc 123 0,00 24 9,52
2025-07-31 13F/A Avion Wealth 205 17,14 0
2025-07-11 13F/A Umb Bank N A/mo 6.567 0,00 1.266 11,85
2025-08-13 13F Elios Financial Group Inc. 2.752 0,26 530 12,29
2025-07-15 13F BostonPremier Wealth LLC 8.295 -2,99 1.599 8,49
2025-07-22 13F Coastal Investment Advisors, Inc. 1.033 -2,73 199 9,34
2025-08-14 13F Wells Fargo & Company/mn 577.387 1,10 111.268 13,11
2025-04-24 13F Decker Retirement Planning Inc. 0 -100,00 0
2025-08-15 13F Morgan Stanley 3.655.410 1,19 704.434 13,20
2025-07-15 13F Tenon Financial LLC 334.522 105,26 61.133 117,76
2025-08-14 13F Osterweis Capital Management Inc 90 -37,50
2025-08-14 13F GWM Advisors LLC 77.099 -6,29 14.858 4,83
2025-07-31 13F Auour Investments LLC 1.256 0,00 242 13,08
2025-08-14 13F Toroso Investments, LLC 9.592 -20,19 1.848 -10,72
2025-08-13 13F Beacon Pointe Advisors, LLC 76.200 -3,78 14.684 7,65
2025-08-12 13F Associated Banc-corp 2.014 27,15 388 42,65
2025-07-22 13F Gutierrez Wealth Advisory, LLC 44.982 -0,72 8.668 11,07
2025-08-08 13F Apex Wealth Management, LLC 0 -100,00 0
2025-07-30 13F Phillips Financial Management, Llc 9.713 -0,40 1.872 11,44
2025-07-07 13F Investors Research Corp 5 -96,15 1 -100,00
2025-07-17 13F Independence Bank of Kentucky 14 0,00 3 0,00
2025-07-08 13F Parallel Advisors, LLC 1.953 -3,94 376 7,43
2025-08-13 13F Marshall Wace, Llp 0 -100,00 0
2025-08-14 13F Alliancebernstein L.p. 265.596 3,91 51.183 16,25
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 15.192 -5,97 2.928 5,17
2025-08-04 13F Bordeaux Wealth Advisors LLC 19.970 -0,15 3.848 11,73
2025-07-23 13F Sax Wealth Advisors, Llc 1.039 -13,56 200 -3,38
2025-08-12 13F SlateStone Wealth, LLC 106.254 11,33 20 25,00
2025-07-17 13F Sage Rhino Capital Llc 6.317 -9,19 1.217 1,59
2025-07-31 13F Oppenheimer & Co Inc 39.141 17,84 7.543 31,83
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 8.889 -13,50 1.713 -3,28
2025-08-15 13F Fsb Premier Wealth Management, Inc. 10.062 -3,27 1.939 8,26
2025-08-07 13F Addison Advisors LLC 413 0,00 80 11,27
2025-07-15 13F World Equity Group, Inc. 1.264 -3,14 244 8,48
2025-07-17 13F First County Bank /CT/ 2.154 -6,06 415 5,33
2025-07-30 13F Whittier Trust Co 3.944 -24,07 760 -14,99
2025-08-15 13F Kestra Advisory Services, LLC 60.730 -13,42 11.703 -3,14
2025-08-08 13F Glassman Wealth Services 675 0,00 130 12,07
2025-07-14 13F UMA Financial Services, Inc. 105 0,00 20 11,11
2025-07-23 13F Ellsworth Advisors, LLC 1.269 0,32 244 12,44
2025-07-21 13F Segment Wealth Management, LLC 74.683 -0,65 14.392 11,14
2025-08-06 13F Moors & Cabot, Inc. 2.060 8,08 397 20,73
2025-08-06 13F First Horizon Advisors, Inc. 2.868 1,96 553 14,05
2025-08-07 13F Cascade Financial Partners, LLC 6.722 -11,38 1.295 -0,84
2025-08-08 13F Larson Financial Group LLC 12.195 0,00 2.350 11,90
2025-08-15 13F Equitable Holdings, Inc. 9.673 14,91 1.864 28,55
2025-07-23 13F Pillar Financial Advisors, LLC 36 0,00 7 0,00
2025-07-11 13F Farther Finance Advisors, LLC 21.167 -7,04 4.079 3,45
2025-07-21 13F Successful Portfolios LLC 6.068 7,63 1.169 20,39
2025-08-08 13F Smithfield Trust Co 400 0,00 0
2025-07-03 13F Sage Capital Advisors,llc 3.247 -2,02 626 9,65
2025-08-04 13F Atria Investments Llc 6.867 -61,86 1.323 -57,34
2025-08-08 13F Creative Planning 481.857 0,53 92.859 12,47
2025-08-12 13F Wealth Dimensions Group, Ltd. 1.298 0,23 250 12,11
2025-08-12 13F Change Path, LLC 2.326 1,57 448 13,71
2025-07-17 13F Bluesphere Advisors, LLC 3.701 -9,02 713 1,86
2025-08-12 13F Tradition Wealth Management, LLC 8.930 0,61 1.721 12,57
2025-05-01 13F Bleakley Financial Group, LLC 0 -100,00 0
2025-08-12 13F Coldstream Capital Management Inc 248.278 -6,56 47.846 4,54
2025-08-14 13F Clientfirst Wealth Management, LLC 1.591 0,00 307 11,68
2025-04-25 13F WASHINGTON TRUST Co 0 -100,00 0
2025-08-11 13F Citigroup Inc 394.037 -70,02 75.935 -66,47
2025-08-05 13F GPS Wealth Strategies Group, LLC 525 12,66 101 26,25
2025-07-16 13F Bestgate Wealth Advisors, LLC 8.727 0,00 1.503 0,00
2025-07-28 13F Mission Hills Financial Advisory, LLC 18.217 -3,08 3.511 8,43
2025-08-08 13F Financial Gravity Companies, Inc. 4 0,00 1
2025-07-17 13F DiNuzzo Private Wealth, Inc. 0 -100,00 0
2025-07-22 13F Safir Wealth Advisors, LLC 26.857 2,81 5.176 15,03
2025-08-12 13F Wayfinding Financial, LLC 0 -100,00 0
2025-08-06 13F Prospera Financial Services Inc 5.292 -2,18 1.020 9,56
2025-04-29 13F Lee Danner & Bass Inc 0 -100,00 0 -100,00
2025-08-08 13F Foundations Investment Advisors, LLC 1.871 39,00 361 55,84
2025-08-14 13F Moneta Group Investment Advisors Llc 29.831 85,09 5.749 107,06
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 56.223 -3,19 11.104 10,99
2025-07-23 13F Godsey & Gibb Associates 0 -100,00 0
2025-08-08 13F Union Savings Bank 989 0,00 196 14,71
2025-07-09 13F Chesley Taft & Associates LLC 2.261 6,40 436 18,85
2025-08-04 13F Flagship Harbor Advisors, Llc 2.779 0,22 536 12,16
2025-08-05 13F Prosperity Consulting Group, LLC 4.397 -42,11 847 -35,24
2025-08-12 13F Steward Partners Investment Advisory, Llc 53.364 4,19 10.284 16,56
2025-08-14 13F Susquehanna International Group, Llp 26.084 -66,08 5.027 -62,06
2025-07-21 13F Barrett & Company, Inc. 320 0,00 62 10,91
2025-08-14 13F Susquehanna International Group, Llp Call 7.500 -29,25 1.445 -20,82
2025-08-13 13F Townsquare Capital Llc 0 -100,00 0
2025-08-14 13F Susquehanna International Group, Llp Put 1.400 -56,25 270 -51,18
2025-08-13 13F Stablepoint Partners, LLC 5.035 -15,12 970 -5,00
2025-08-27 13F/A Brinker Capital Investments, LLC 20.624 -4,75 3.974 6,54
2025-08-05 13F Claro Advisors LLC 1.444 11,59 278 25,23
2025-08-11 13F Western Wealth Management, LLC 1.691 -4,41 326 6,91
2025-08-01 13F SYM FINANCIAL Corp 1.391 0,00 268 12,13
2025-07-09 13F Breakwater Capital Group 1.453 1,32 280 13,36
2025-08-06 13F Nicholas Hoffman & Company, LLC. 1.168 0,00 225 11,94
2025-08-11 13F Schiavi & Co LLC 1.886 0,11 364 12,04
2025-07-09 13F Fragasso Group Inc. 24.007 -1,29 4.626 10,43
2025-07-25 13F JustInvest LLC 2.727 0,00 526 11,94
2025-08-12 13F O'shaughnessy Asset Management, Llc 7.025 111,60 1.354 136,95
2025-07-23 13F Roundview Capital LLC 14.547 -6,95 2.803 4,12
2025-07-11 13F Meriwether Wealth & Planning, LLC 1.475 1,79 284 14,06
2025-08-12 13F Running Point Capital Advisors, LLC 231 0,00 44 12,82
2025-08-14 13F Wetherby Asset Management Inc 12.944 0,00 2.494 1,42
2025-04-28 13F Clark Asset Management, LLC 0 -100,00 0
2025-07-16 13F Plancorp, LLC 42.479 6,88 8.186 19,57
2025-08-14 13F TCG Advisory Services, LLC 4.145 -1,31 799 10,37
2025-07-17 13F KWB Wealth 9.214 1,39 1.587 -8,05
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 1.090 27,04 210 42,86
2025-07-10 13F Atticus Wealth Management, Llc 3.886 0,28 749 12,14
2025-08-01 13F Bank of Jackson Hole Trust 19 -68,33 4 -72,73
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 1.775 0,00 342 12,13
2025-07-18 13F Trust Co Of Vermont 2.333 0,00 450 11,97
2025-08-11 13F Synergy Investment Management, LLC 3.380 10,89 651 24,00
2025-08-07 13F CENTRAL TRUST Co 2.034 261,28 392 307,29
2025-08-14 13F McIlrath & Eck, LLC 230 -38,67 44 -31,25
2025-08-13 13F Capital Analysts, Inc. 1.937 3,03 0
2025-07-11 13F Diversified Trust Co 466.235 7,61 89.848 20,39
2025-08-12 13F Proequities, Inc. 0 0
2025-08-12 13F Coston, McIsaac & Partners 268 0,00 0
2025-08-11 13F HighTower Advisors, LLC 61.805 1,96 11.910 14,07
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.619 -2,82 312 8,33
2025-07-14 13F Wealth Advisory Solutions, LLC 6.259 -5,17 1.206 6,16
2025-07-23 13F Nbt Bank N A /ny 1.226 0,00 236 11,85
2025-07-21 13F Custos Family Office, LLC 1.360 6,25 262 19,09
2025-08-04 13F Assetmark, Inc 1.233.081 4,28 237.627 16,66
2025-08-11 13F Vanguard Group Inc 1.273.342 17,56 245.385 31,52
2025-08-18 13F/A National Bank Of Canada /fi/ 300 0,00 58 11,76
2025-05-15 13F Tolleson Wealth Management, Inc. 0 -100,00 0
2025-05-13 13F Boston Partners 0 -100,00 0
2025-07-22 13F Confluence Wealth Services, Inc. 8.622 -0,08 1.661 16,40
2025-08-06 13F ORBA Wealth Advisors, L.L.C. 1.061 204
2025-07-14 13F Sentinel Pension Advisors Inc 1.240 3,51 239 15,53
2025-08-14 13F Bank Of America Corp /de/ 1.706.040 1,81 328.771 13,90
2025-07-25 13F Welch Group, LLC 1.365 0,00 263 11,44
2025-08-12 13F Inscription Capital, LLC 3.536 6,19 681 16,81
2025-08-12 13F Minot DeBlois Advisors LLC 25 0,00 5 0,00
2025-08-14 13F Great Valley Advisor Group, Inc. 4.746 -15,69 914 -5,68
2025-07-22 13F Compass Financial Group, INC/SD 39.848 0,32 7.679 12,23
2025-08-08 13F Cetera Investment Advisers 270.715 1,89 52.169 13,98
2025-08-04 13F Mayflower Financial Advisors, LLC 1.713 -1,10 330 10,74
2025-04-17 13F Montecito Bank & Trust 3.046 -0,33 525 -9,66
2025-07-15 13F Retirement Income Solutions, Inc 1.606 0,00 309 11,96
2025-07-01 13F Harbor Investment Advisory, Llc 8.352 0,24 1.609 12,13
2025-08-01 13F Fort Vancouver Investment Management, LLC 49.107 -0,66 9.463 11,15
2025-08-06 13F Geometric Wealth Advisors 1.352 260
2025-08-11 13F Birchbrook, Inc. 900 0,00 173 11,61
2025-08-13 13F Cary Street Partners Financial Llc 3.434 6,38 662 18,88
2025-08-14 13F Redwood Investment Management, Llc 2.616 -0,49 1
2025-05-12 13F Independent Advisor Alliance 0 -100,00 0
2025-07-03 13F First Hawaiian Bank 91.603 2,49 17.653 14,66
2025-07-30 13F Financial Perspectives, Inc 268 100,00 52 121,74
2025-07-25 13F M3 Advisory Group, LLC 2.512 25,35 484 40,29
2025-07-22 13F DT Investment Partners, LLC 153 0,00 29 11,54
2025-08-13 13F Baird Financial Group, Inc. 28.653 -8,89 5.522 1,92
2025-08-06 13F Vestmark Advisory Solutions, Inc. 6.772 42,90 1.305 59,93
2025-07-16 13F RWM Asset Management, LLC 6.583 0,00 1.269 11,92
2025-08-13 13F SCS Capital Management LLC 5.996 -0,78 1.155 11,06
2025-08-13 13F Boston Family Office Llc 65.616 5,45 13 20,00
2025-08-07 13F New England Private Wealth Advisors LLC 119.012 1,49 23.657 17,11
2025-07-16 13F American National Bank 276 0,00 53 12,77
2025-07-16 13F MKT Advisors LLC 1.725 0,00 334 25,66
2025-07-16 13F Wealth Group Ltd 55.247 -30,74 10.647 -22,52
2025-07-25 13F Lodestar Private Asset Management Llc 1.620 0,00 312 11,83
2025-07-21 13F Single Point Partners, LLC 13.964 23,32 3 100,00
2025-08-14 13F Coyle Financial Counsel LLC 21.281 -0,05 4.101 11,84
2025-08-12 13F Manchester Capital Management LLC 1.151 0,00 222 11,62
2025-07-09 13F Parkside Advisors LLC 1.740 0,00 335 12,04
2025-07-30 13F Crewe Advisors LLC 4.207 0,00 811 11,88
2025-08-13 13F Cerity Partners LLC 748.054 -12,87 144.157 -2,53
2025-07-22 13F Global Assets Advisory, LLC 1.510 292
2025-08-13 13F Johnson Financial Group, Inc. 95 18
2025-05-29 NP Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares 0 -100,00 0 -100,00
2025-08-07 13F Prospect Financial Group LLC 1.692 0,00 326 12,03
2025-07-21 13F West Financial Advisors, LLC 66.907 8,14 12.894 20,98
2025-07-29 13F Regions Financial Corp 4.001 -0,10 771 11,90
2025-07-14 13F Armstrong Advisory Group, Inc 18.408 -27,49 3.547 -26,46
2025-07-17 13F Michels Family Financial, LLC 2.266 0,27 437 12,08
2025-07-09 13F GSG Advisors LLC 7.310 0,25 1.409 16,56
2025-07-10 13F Charter Oak Capital Management, LLC 374.574 1,56 72.184 13,62
2025-07-30 13F TFB Advisors LLC 13.693 11,66 2.639 24,91
2025-08-12 13F Jpmorgan Chase & Co 58.852 -38,85 11.342 -31,59
2025-08-13 13F Vance Wealth, Inc. 1.189 0,00 229 12,25
2025-07-15 13F Verum Partners LLC 1.622 8,57 313 21,40
2025-08-01 13F Advisory Alpha, LLC 3.143 -2,99 606 8,42
2025-07-23 13F Valmark Advisers, Inc. 131.389 3,35 25.320 15,63
2025-08-08 13F Thrive Capital Management, LLC 0 -100,00 0
2025-04-17 13F Vista Wealth Management Group, LLC 5.310 0,00 915 -9,33
2025-07-24 13F KFA Private Wealth Group, LLC 1.953 0,05 376 11,90
2025-08-14 13F Snowden Capital Advisors LLC 23.898 -1,69 4.605 9,98
2025-08-01 13F May Hill Capital, LLC 11.486 -5,90 2.214 5,28
2025-08-12 13F Gladstone Institutional Advisory LLC 1.079 208
2025-08-08 13F Capital Investment Advisory Services, LLC 4.084 -3,47 787 8,10
2025-08-14 13F Aqr Capital Management Llc 9.236 30,73 1.780 46,18
2025-04-16 13F Bnc Wealth Management, Llc 0 -100,00 0
2025-08-04 13F Hantz Financial Services, Inc. 7.329 490,57 1
2025-07-02 13F Marotta Asset Management 1.085 209
2025-08-14 13F Warren Averett Asset Management, LLC 17.155 1,63 3.306 13,73
2025-08-14 13F Comerica Bank 34.815 -18,51 6.709 -8,83
2025-07-17 13F Gleason Group, Inc. 591.032 43,80 113.898 60,87
2025-08-13 13F Forthright Family Wealth Advisory LLC 1.155 -32,89 223 -25,00
2025-07-08 13F Lpwm Llc 3.493 0,00 673 11,98
2025-08-12 13F Jacobi Capital Management LLC 11.716 23,55 2.258 38,21
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 1.371 0
2025-08-13 13F Haverford Trust Co 1.131 218
2025-07-10 13F Secure Asset Management, LLC 4.260 -6,89 821 4,06
2025-07-18 13F Eagle Capital Management, LLC 26.806 2,54 5 25,00
2025-08-14 13F Voya Financial Advisors, Inc. 217.269 -2,25 41.655 8,34
2025-07-23 13F Litman Gregory Asset Management LLC 1.033 204
2025-08-14 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2025-07-29 13F Gladwyn Financial Advisors, Inc. 332 64
2025-07-08 13F Davis Investment Partners, LLC 1.333 0,00 258 19,44
2025-07-23 13F Winthrop Advisory Group LLC 74.094 8,73 14.279 21,63
2025-07-23 13F First Merchants Corp 2.903 0,00 559 11,80
2025-07-28 13F Rik Saylor Financial, Inc. 4.002 -2,70 771 8,90
2025-05-13 13F Brooklyn FI, LLC 0 -100,00 0 -100,00
2025-07-31 13F Intelligent Financial Strategies 1.416 -8,82 273 1,87
2025-08-13 13F GeoWealth Management, LLC 240.790 22,12 46.403 36,62
2025-05-13 13F Heck Capital Advisors, LLC 0 -100,00 0 -100,00
2025-08-12 13F Hanover Advisors Inc 2.125 0,00 410 11,75
2025-07-10 13F Fortress Wealth Management, Inc. 1.558 0,00 300 11,94
2025-08-14 13F EP Wealth Advisors, Inc. 51.415 1,19 9.908 13,21
2025-08-14 13F City National Bank Of Florida /msd 1.397 6,97 269 20,09
2025-07-25 13F Wealth Architects, LLC 3.621 2,58 698 14,64
2025-04-30 13F Sofos Investments, Inc. 4 1
2025-07-16 13F Diversified Enterprises, LLC 19.358 22,26 3.731 36,78
2025-07-17 13F Sound Income Strategies, LLC 188 -36,70 36 -29,41
2025-07-18 13F Truist Financial Corp 41.027 34,60 7.906 50,59
2025-07-07 13F Bangor Savings Bank 174 0,00 34 13,79
2025-08-15 13F Howland Capital Management Llc 1.906 0,00 367 11,89
2025-08-05 13F Freestone Capital Holdings, LLC 1.404 0,00 271 12,03
2025-05-13 13F Cambiar Investors Llc 0 -100,00 0
2025-08-15 13F Fft Wealth Management Llc 2.093 0,29 413 14,76
2025-07-23 13F Narwhal Capital Management 2.980 0,00 574 11,89
2025-07-15 13F Bfsg, Llc 20.648 8,90 3.979 21,83
2025-07-16 13F Dakota Wealth Management 24.851 -53,60 4.789 -48,09
2025-07-29 13F Wealthstream Advisors, Inc. 3.849 0,00 742 11,76
2025-08-14 13F Vista Capital Partners, Inc. 1.372 0,00 264 11,86
2025-08-13 13F Quadrature Capital Ltd 0 -100,00 0
2025-08-12 13F Franklin Resources Inc 871 10,25 168 22,79
2025-07-16 13F PFS Partners, LLC 266 0,38 51 13,33
2025-08-06 13F New Millennium Group LLC 7 0,00 1 0,00
2025-08-11 13F Strategic Wealth Partners, Ltd. 2.672 7,61 515 4,05
2025-08-06 13F Legacy Wealth Managment, LLC/ID 18 0,00 3 0,00
2025-08-13 13F Smith, Moore & Co. 1.049 202
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100,00 0 -100,00
2025-08-28 NP GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 16.628 -2,09 3.204 9,54
2025-08-04 13F One Day In July LLC 1.051 203
2025-08-11 13F Copperleaf Capital, LLC 2.022 12,83 390 26,30
2025-08-13 13F Meridian Wealth Partners, LLC 2.608 -10,87 503 -0,40
2025-08-08 13F Firestone Capital Management 132.821 -1,67 25.596 10,00
2025-07-31 13F BIP Alliance, LLC 103.018 13,51 19.853 26,99
2025-07-21 13F Ashton Thomas Securities, Llc 12 0,00 2 0,00
2025-07-25 13F Richardson Financial Services Inc. 1.682 4,86 325 17,39
2025-08-13 13F Natixis Advisors, L.p. 310.490 -35,34 60 -28,05
2025-07-29 13F Angeles Wealth Management, Llc 236 85,83 45 114,29
2025-08-01 13F Austin Private Wealth, LLC 2.725 31,26 525 47,06
2025-07-23 13F Trifecta Capital Advisors, LLC 943 0,00 182 11,73
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 1.206 0,17 232 12,08
2025-07-31 13F City State Bank 146 0,00 28 12,00
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 7.500 0,00 1.445 11,93
2025-07-22 13F Cedar Mountain Advisors, LLC 1.859 0,00 358 11,88
2025-07-29 13F Sigma Investment Counselors Inc 2.770 76,43 534 97,41
2025-08-13 13F River Wealth Advisors LLC 17.329 0,28 3.340 12,20
2025-07-22 13F Simplicity Wealth,LLC 1.397 6,97 269 20,09
2025-07-18 13F Centricity Wealth Management, LLC 441 0,00 85 12,00
2025-07-24 13F Lokken Investment Group LLC 1.485 0,00 286 12,16
2025-08-13 13F Northern Trust Corp 11.948 38,24 2.302 54,70
2025-08-11 13F Lowe Brockenbrough & Co Inc 139 27
2025-07-23 13F Traphagen Investment Advisors Llc 9.741 1,51 1.877 13,55
2025-08-06 13F True Wealth Design, LLC 51 -62,77 10 -60,87
2025-07-09 13F Procyon Private Wealth Partners, LLC 56.008 -49,49 10.793 -43,50
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2025-08-11 13F Wealthspire Advisors, LLC 1.628.860 2,89 313.897 15,11
2025-04-15 13F Paladin Advisory Group, LLC 0 -100,00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 424.893 0,17 82 10,96
2025-07-16 13F Highline Wealth Partners Llc 7 0,00 1 0,00
2025-07-25 13F Stephens Consulting, LLC 4.523 0,00 872 11,81
2025-08-14 13F Betterment LLC 12.836 13,95 2 100,00
2025-07-16 13F Newton One Investments LLC 2.588 0,04 499 11,91
2025-07-23 13F Opulen Financial Group LLC 20.249 0,10 3.902 12,00
2025-08-15 13F United Services Automobile Association 149.179 -23,86 28.748 -14,99
2025-08-13 13F Cresset Asset Management, LLC 5.276 17,90 1.017 31,95
2025-08-13 13F Echo45 Advisors LLC 27.282 0,86 5.257 12,84
2025-07-24 13F KC Investment Advisors, LLC 1.108 214
2025-08-06 13F Ethos Financial Group, LLC 0 -100,00 0
2025-08-14 13F Integrated Wealth Concepts LLC 5.502 1,18 1.060 13,25
2025-07-18 13F Tanager Wealth Management LLP 4.482 0,00 864 11,79
2025-08-14 13F Peapack Gladstone Financial Corp 1.256 -1,34 0
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 0 -100,00 0
2025-07-17 13F Oakworth Capital, Inc. 263 0,00 51 11,11
2025-07-17 13F Worth Financial Advisory Group, LLC 5.801 -1,07 1.118 10,59
2025-04-28 13F Financial Advocates Investment Management 0 -100,00 0
2025-07-08 13F/A Salem Investment Counselors Inc 166 -2,92 32 6,90
2025-07-15 13F Wela Strategies, Inc. 1.572 7,82 303 20,32
2025-08-04 13F Grant Street Asset Management, Inc. 7.285 7,81 1.404 20,64
2025-07-29 NP MVFG - Monarch Volume Factor Global Unconstrained Index ETF 0 -100,00 0 -100,00
2025-04-22 13F Castleview Partners, Llc 0 -100,00 0
2025-08-12 13F CIBC Private Wealth Group, LLC 85.498 6,59 16.476 36,55
2025-08-14 13F Oxford Financial Group Ltd 24.237 -8,41 4.671 2,46
2025-08-20 13F/A Thompson Davis & Co., Inc. 1.612 18,36 311 32,48
2025-07-25 13F Cwm, Llc 57.348 -3,14 11 10,00
2025-08-04 13F Roble, Belko & Company, Inc 9.412 89,57 2
2025-08-01 13F Zhang Financial LLC 10.103 2,21 1.947 14,39
2025-08-13 13F IAG Wealth Partners, LLC 50 0,00 10 12,50
2025-07-17 13F/A Capital Investment Advisors, LLC 3.733 2,70 719 14,86
2025-07-17 13F Chicago Capital, LLC 1.134 219
2025-08-14 13F Citadel Advisors Llc Call 5.000 0,00 964 11,85
2025-08-05 13F Strategic Financial Concepts, LLC 1.051 202
2025-07-10 13F Wedmont Private Capital 12.854 -3,41 2.542 18,85
2025-08-14 13F Mariner, LLC 226.145 -8,12 43.579 2,79
2025-08-14 13F Atomi Financial Group, Inc. 2.304 21,58 444 36,20
2025-08-14 13F Capitolis Liquid Global Markets LLC 106.100 20.447
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 -100,00 0
2025-08-01 13F Rossby Financial, LCC 1.178 -2,89 227 10,19
2025-07-25 13F Johnson Investment Counsel Inc 3.077 27,78 593 43,00
2025-08-07 13F Allworth Financial LP 38.781 178,72 7.473 216,79
2025-07-29 13F Stratos Wealth Advisors, LLC 1.043 201
2025-08-08 13F Beacon Harbor Wealth Advisors, Inc. 125.860 -7,58 24.254 3,40
2025-05-15 13F Lgl Partners, Llc 0 -100,00 0
2025-08-12 13F/A Cozad Asset Management Inc 1.900 0,00 366 11,93
2025-07-14 13F Financial Harvest, LLC 4.307 830
2025-07-08 13F Charis Legacy Partners, LLC 26.484 2,88 5.104 15,09
2025-08-08 13F Accredited Investors Inc. 15.961 0,00 3.076 11,86
2025-07-25 13F Mitchell Sinkler & Starr/pa 1.700 0,00 328 11,99
2025-07-31 13F Fiduciary Wealth Partners, LLC 0 -100,00 0 -100,00
2025-08-05 13F Tsfg, Llc 445 0,00 0
2025-08-13 13F F/M Investments LLC 4.878 2,74 940 15,06
2025-08-07 13F McClarren Financial Advisors, Inc. 5.706 11,66 1.100 109.800,00
2025-07-22 13F BridgePort Financial Solutions, LLC 6.347 -2,29 1.223 9,39
2025-07-28 13F Cutler Investment Counsel Llc 2.122 0,00 409 11,78
2025-04-07 13F GoalVest Advisory LLC 0 -100,00 0
2025-08-06 13F Sound Financial Strategies Group, LLC 0 -100,00 0
2025-08-14 13F Raymond James Financial Inc 715.964 -2,48 137.973 9,09
2025-08-19 13F/A Pitcairn Co 21.544 0,00 4.152 11,86
2025-08-08 13F Bailard, Inc. 3.318 0,00 639 11,91
2025-07-21 13F Ameriflex Group, Inc. 1.002 7,97 192 20,13
2025-08-11 13F Bellwether Advisors, LLC 176 0,00 34 10,00
2025-08-14 13F Fiduciary Trust Co 6.213 1.197
2025-08-14 13F Palo Alto Wealth Advisors, Llc 1.759 0,29 339 4,00
2025-08-05 13F Plante Moran Financial Advisors, LLC 707.882 5,50 136.414 18,02
2025-08-11 13F VSM Wealth Advisory, LLC 41.388 -3,52 7.976 7,93
2025-07-22 13F Beacon Financial Advisory LLC 1.411 -4,47 272 6,69
2025-08-14 13F Vident Advisory, LLC 22.345 -33,47 4.306 -25,58
2025-05-06 13F USAdvisors Wealth Management, LLC 0 -100,00 0
2025-07-17 13F HB Wealth Management, LLC 8.681 15,96 1.673 29,79
2025-07-25 13F Sequoia Financial Advisors, LLC 2.436 8,03 470 20,88
2025-08-11 13F GW&K Investment Management, LLC 657 -82,48 0
2025-08-12 13F Farmers National Bank 1.167 -1,77 225 9,80
2025-07-08 13F Baker Ellis Asset Management LLC 19.324 0,00 3.724 11,87
2025-07-14 13F Abound Wealth Management 367 0,00 71 11,11
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 1.639 0,00 316 11,70
2025-07-11 13F Pinnacle Bancorp, Inc. 263 0,00 51 11,11
2025-08-06 13F Columbia River Financial Group, LLC 70.477 12,68 14 30,00
2025-08-08 13F Meridian Wealth Management, LLC 4.999 -2,40 963 9,18
2025-08-04 13F Balentine LLC 15.375 0,00 2.963 11,86
2025-08-15 13F Stonebridge Capital Advisors LLC 1.629 551,60 314 565,96
2025-07-09 13F Act Wealth Management, Llc 200.037 7,41 38.549 20,16
2025-08-08 13F Wiser Advisor Group LLC 0 -100,00 0
2025-07-14 13F Gries Financial Llc 3.482 -4,00 671 7,53
2025-07-14 13F Conrad Siegel Investment Advisors, Inc. 2.698 3,06 520 15,30
2025-07-08 13F Nbc Securities, Inc. 5.423 126,43 1
2025-07-18 13F BSW Wealth Partners 2.410 -13,28 464 -2,93
2025-08-01 13F Red Lighthouse Investment Management, Llc 200 0,00 39 8,57
2025-07-11 13F Seacrest Wealth Management, Llc 1.738 18,39 335 32,54
2025-07-24 13F Stonebridge Financial Group, LLC 0 -100,00 0
2025-07-22 13F Olistico Wealth, LLC 2.299 0,04 443 11,90
2025-07-11 13F Cypress Financial Planning Llc 113.577 7,49 21.887 20,25
2025-07-23 13F L.K. Benson & Company, P.C. 17.428 2,57 3.359 14,76
2025-08-14 13F Spears Abacus Advisors LLC 1.700 -19,05 328 -9,42
2025-08-08 13F Fiera Capital Corp 1.292 0,00 249 11,71
2025-08-13 13F Holos Integrated Wealth LLC 3.778 0,00 743 14,15
2025-08-12 13F Retirement Planning Co of New England, Inc. 1.051 203
2025-08-06 13F Legacy Investment Solutions, LLC 18 0,00 3 0,00
2025-08-14 13F Jane Street Group, Llc 11.216 2.161
2025-07-09 13F Sandbox Financial Partners, LLC 2.267 -5,62 437 5,57
2025-08-08 13F Nixon Peabody Trust Co 1.850 -35,43 357 -27,79
2025-07-16 13F ORG Partners LLC 3.732 1,61 723 13,52
2025-07-17 13F Venture Visionary Partners LLC 3.124 -1,58 602 10,26
2025-07-25 13F Apollon Wealth Management, LLC 1.163 -15,91 224 -5,88
2025-07-11 13F Rockwood Wealth Management, LLC 1.058 -9,42 204 1,00
2025-07-17 13F Janney Montgomery Scott LLC 22.060 -2,85 4 33,33
2025-08-12 13F Private Management Group Inc 3.062 3,38 590 15,69
2025-08-06 13F Golden State Wealth Management, LLC 174 -21,62 34 -13,16
2025-08-08 13F Hartland & Co., LLC 44.828 0,98 8.639 12,97
2025-08-06 13F Tradewinds, LLC. 0 -100,00 0
2025-07-17 13F Global Trust Asset Management, LLC 8 0,00 1 0,00
2025-07-22 13F Belpointe Asset Management LLC 1.725 -2,10 333 9,57
2025-08-14 13F Ancora Advisors, LLC 68.085 -7,49 13.121 3,49
2025-08-08 13F King Wealth 2.952 0,20 1
2025-08-11 13F Goodman Financial Corp 1.403 -0,71 270 11,11
2025-08-05 13F Jessup Wealth Management, Inc 39.345 -3,29 7.582 8,21
2025-08-29 13F Centaurus Financial, Inc. 4.781 -8,32 1
2025-08-14 13F Silvercrest Asset Management Group Llc 4.085 2,51 787 14,72
2025-07-18 13F Heritage Financial Services, LLC 1.390 8,17 268 20,81
2025-08-06 13F Stokes Family Office, LLC 6.000 0,00 1.156 11,91
2025-08-12 13F J.w. Cole Advisors, Inc. 77.457 2,47 14.927 14,63
2025-08-14 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 7.510 -59,32 1.447 -54,48
2025-07-29 13F MPS Loria Financial Planners, LLC 0 -100,00 0
2025-05-07 13F Bearing Point Capital, Llc 0 -100,00 0
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 141 0,00 27 12,50
2025-07-15 13F Accurate Wealth Management, LLC 1.502 -11,07 298 9,59
2025-08-08 13F Petix & Botte Co 3.944 3,95 760 16,39
2025-08-13 13F MONECO Advisors, LLC 1.074 -17,00 207 -7,21
2025-08-14 13F Destination Wealth Management 0 -100,00 0
2025-07-29 13F TFC Financial Management 9.897 0,07 1.907 11,98
2025-08-04 13F IFG Advisory, LLC 37.690 4,23 7.263 16,60
2025-08-06 13F SOUTH STATE Corp 4.807 -0,21 926 11,70
2025-08-07 13F PFG Advisors 0 -100,00 0
2025-08-13 13F Brown Advisory Inc 83.039 30,60 16.002 46,10
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 73 0,00 14 16,67
2025-07-15 13F BCS Wealth Management 13.131 9,22 3 0,00
2025-08-11 13F Mosaic Family Wealth Partners, Llc 1.194 0,00 230 12,20
2025-07-16 13F Perigon Wealth Management, LLC 2.314 1,85 446 13,81
2025-07-23 13F Values Added Financial LLC 16.638 -2,42 3.206 9,16
2025-07-22 13F Warwick Investment Management, Inc. 25.808 -7,58 4.973 3,39
2025-08-15 13F Lantern Wealth Advisors, LLC 1.392 0,00 268 1,52
2025-08-05 13F EPG Wealth Management LLC 0 -100,00 0
2025-08-14 13F Nepc Llc 456.356 3,43 87.944 15,71
2025-07-17 13F Enclave Advisors LLC 1.687 0,00 325 12,07
2025-08-14 13F Ruggaard & Associates LLC 1.564 -12,58 301 -2,27
2025-08-14 13F Talon Private Wealth, LLC 366 71
2025-07-16 13F Traveka Wealth, LLC 3.535 0,00 681 12,01
2025-08-12 13F Accredited Wealth Management, LLC 18.411 -16,58 3.548 -6,66
2025-08-12 13F BlackRock, Inc. 13.982 27,63 2.694 42,77
2025-07-16 13F ORG Wealth Partners, LLC 494 -10,18 96 0,00
2025-08-18 13F Hershey Financial Advisers, LLC 1.615 16,78 311 18,70
2025-08-14 13F BTG Pactual Asset Management US LLC 54 0,00 10 11,11
2025-07-29 13F Private Trust Co Na 2.793 0,25 538 12,32
2025-04-11 13F First City Capital Management, Inc. 0 -100,00 0 -100,00
2025-07-23 13F Joel Isaacson & Co., LLC 3.978 0,00 767 11,82
2025-07-14 13F Park Avenue Securities Llc 1.578 -4,54 0
2025-05-13 13F Adviser Investments LLC 0 -100,00 0
2025-08-12 13F Choate Investment Advisors 7.098 201,27 1.368 237,53
2025-08-12 13F SRS Capital Advisors, Inc. 758 77,52 3.615 4.850,68
2025-08-12 13F Passive Capital Management, LLC. 1.295 0,00 251 12,11
2025-08-12 13F Argent Trust Co 12.440 -7,99 2.397 2,92
2025-08-26 13F/A Thrivent Financial For Lutherans 224.716 131,09 43 126,32
2025-08-01 13F Unconventional Investor, LLC 1.645 -1,38 317 10,45
2025-08-11 13F Rothschild Investment Llc 31.714 -1,70 6.112 9,97
2025-08-05 13F Connable Office Inc 5.178 -3,56 998 7,90
2025-08-08 13F Atlantic Trust, LLC 1.508 0,00 291 11,97
2025-04-15 13F Fiduciary Advisors, Inc. 0 -100,00 0
2025-08-01 13F Fire Capital Management LLC 5.814 0,00 1.120 11,89
2025-05-14 13F Caitlin John, LLC 0 -100,00 0
2025-07-09 13F Westmount Partners, LLC 1.476 -63,77 284 -59,49
2025-08-13 13F Fisher Asset Management, LLC 2.446 88,01 471 110,27
2025-08-08 13F Citizens Financial Group Inc/ri 22.037 -6,41 4.247 4,68
2025-08-01 13F Financial Counselors Inc 0 -100,00 0
2025-07-29 13F Aspiriant, Llc 5.793 57,42 1.116 76,30
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 45 0,00 9 14,29
2025-08-14 13F Two Sigma Securities, Llc 2.210 426
2025-07-24 13F Drucker Wealth 3.0, LLC 2.501 31,49 495 51,07
2025-08-11 13F Aptus Capital Advisors, LLC 880 0,11 170 11,92
2025-07-15 13F Ballentine Partners, LLC 61.360 -17,64 11.825 -7,86
2025-07-25 13F Cypress Capital Group 8.320 1.603
2025-07-09 13F Heritage Family Offices, LLP 1.818 0,00 314 0,32
2025-07-16 13F Signaturefd, Llc 1.970 2,82 380 14,85
2025-08-14 13F Fmr Llc 72.514 -1,04 13.974 10,71
2025-07-22 13F PUREfi Wealth, LLC 3.359 -5,11 647 6,24
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 6.012 19,52 1.159 33,72
2025-08-04 13F Partners in Financial Planning 16.167 0,13 3.116 12,01
2025-07-21 13F Old Second National Bank Of Aurora 345 57,53 66 78,38
2025-07-14 13F GAMMA Investing LLC 332 -2,92 64 8,62
2025-07-29 13F First National Bank of Mount Dora, Trust Investment Services 2.228 0,00 429 12,01
2025-07-16 13F MontVue Capital Management, Inc. 25.872 -0,89 4.986 10,88
2025-07-24 13F Trevian Wealth Management LLC 33.900 -15,41 7 0,00
2025-08-14 13F DecisionPoint Financial, LLC 37 7
2025-08-04 13F Syverson Strege & Co 4.079 0,00 786 11,97
2025-08-14 13F Mercer Global Advisors Inc /adv 482.588 142,63 93.000 171,44
2025-07-17 13F Beacon Capital Management, LLC 125 0,00 24 14,29
2025-08-13 13F Flow Traders U.s. Llc 3.403 1
2025-08-14 13F Glen Eagle Advisors, LLC 1.020 0,00 197 12,00
2025-08-04 13F Kovack Advisors, Inc. 4.097 0,24 789 12,23
2025-08-04 13F Arkadios Wealth Advisors 8.276 548,08 1.595 624,55
2025-08-11 13F NewEdge Wealth, LLC 5.947 1,48 1.172 16,15
2025-08-13 13F Basso Capital Management, L.p. 1.198 0,00 231 11,65
2025-07-18 13F Northstar Group, Inc. 1.521 -37,15 293 -29,57
2025-08-14 13F Boston Private Wealth Llc 1.433 276
2025-08-05 13F Cassaday & Co Wealth Management LLC 1.568 0,00 302 11,85
2025-08-08 13F Bouchey Financial Group Ltd 3.561 0,00 686 11,91
2025-08-08 13F Burling Wealth Partners, Llc 4.080 -1,90 786 9,78
2025-07-17 13F Prepared Retirement Institute LLC 1.638 0,00 316 11,70
2025-08-14 13F Smartleaf Asset Management LLC 1.826 866,14 350 993,75
2025-08-15 13F Strategic Investment Advisors / MI 82.331 17,56 15.898 31,79
2025-08-18 13F Pacific Center for Financial Services 11.355 -2,51 2.188 9,07
2025-07-11 13F SILVER OAK SECURITIES, Inc 4.230 -6,91 815 3,69
2025-08-14 13F Greenline Partners, LLC 0 -100,00 0
2025-05-08 13F Aspiring Ventures, LLC 0 -100,00 0
2025-08-13 13F Allegheny Financial Group LTD 1.101 212
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 1.527 0,00 294 11,79
2025-07-08 13F Next Level Private LLC 2.113 -0,14 407 11,81
2025-08-13 13F Lido Advisors, LLC 151.694 -4,17 29.233 7,21
2025-08-11 13F Heritage Wealth Advisors 0 -100,00 0
2025-07-24 13F Robertson Stephens Wealth Management, LLC 1.272 0,00 245 11,87
2025-08-14 13F Bank of Marin 4.548 876
2025-08-14 13F Matrix Private Capital Group Llc 200 0,00 39 11,76
2025-05-05 13F Eagle Bay Advisors LLC 0 -100,00 0 -100,00
2025-07-31 13F Oak Harbor Wealth Partners, Llc 200 0,00 39 11,76
2025-08-11 13F FSA Wealth Management LLC 197 0,00 38 15,15
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3.324 7,99 641 20,75
2025-07-24 13F Us Bancorp \de\ 997.673 -12,23 192.262 -1,81
2025-07-28 13F Brown Financial Advisory 1.487 0,00 287 11,72
2025-08-14 13F Financial Network Wealth Advisors LLC 26 0,00 5 25,00
2025-08-12 13F Global Retirement Partners, LLC 2.533 8,11 488 9,66
2025-08-14 13F Visionary Wealth Advisors 1.105 213
2025-08-11 13F Regal Investment Advisors LLC 18.154 0,27 3.498 12,19
2025-05-01 13F Schechter Investment Advisors, LLC 77.522 -0,37 13.354 -9,67
2025-08-07 13F Rathbone Brothers plc 2.300 0,00 443 11,87
2025-05-15 13F Kiker Wealth Management, LLC 0 -100,00 0
2025-08-05 13F Sigma Planning Corp 3.228 2,12 622 14,15
2025-08-12 13F Tocqueville Asset Management L.p. 10.910 0,00 2.102 11,87
2025-08-14 13F Paragon Private Wealth Management, LLC 0 -100,00 0
2025-07-23 13F Castle Rock Wealth Management, LLC 1.720 -2,66 342 11,80
2025-08-11 13F Principal Securities, Inc. 70.137 -0,88 13.516 0,55
2025-08-14 13F/A Skopos Labs, Inc. 7.601 512,49 1.465 587,32
2025-07-24 13F Bryant Woods Investment Advisors, LLC 1.680 0,00 324 11,76
2025-05-09 13F Thompson Siegel & Walmsley Llc 0 -100,00 0
2025-08-18 13F Geneos Wealth Management Inc. 17.892 45,61 3.448 62,90
2025-08-14 13F First Manhattan Co 1.980 0,66 382 12,72
2025-08-14 13F Stifel Financial Corp 105.741 1,28 20.379 13,31
2025-08-08 13F Tortoise Investment Management, LLC 2.949 233,22 568 273,68
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