AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF - Proprietà istituzionale - Acquirenti

iShares Trust - iShares Core U.S. Aggregate Bond ETF
US ˙ ARCA ˙ US4642872265

Proprietà istituzionale e dei fondi - Acquirenti

I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares Core U.S. Aggregate Bond ETF includono Exchange Traded Concepts, Llc, Westerkirk Capital Inc., DDIAX - Delaware Wealth Builder Fund Class A, TCTZX - Transamerica ClearTrack Retirement Income R3, rebel Financial LLC, TCTKX - Transamerica ClearTrack 2025 R3, TCTLX - Transamerica ClearTrack 2030 R3, Midwestern Financial, LLC /IA, TCTMX - Transamerica ClearTrack 2035 R3, CBM Financial, LLC, Blueprint Financial Advisors LLC, Blue Edge Capital, LLC, TCTQX - Transamerica ClearTrack 2040 R3, Midwest Trust Co, Charter Capital Management, LLC\DE, Valpey Financial Services, LLC, Austin Wealth Management, LLC, Founders Grove Wealth Partners, Llc, Core Wealth Partners LLC, e TT Capital Management LLC .

Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)		 Azioni Δ Azioni
(%)		 Valore
dichiarato
($ 1000)		 Δ Valore
(%)		 Allocazione del portafoglio
(%)
2025-07-29 13F MPS Loria Financial Planners, LLC 35.718 1,28 3.543 1,58
2025-08-01 13F First National Trust Co 13.630 194,19 1.352 195,20
2025-07-07 13F Retirement Wealth Solutions LLC 22.398 3,74 2.222 4,03
2025-08-14 13F Garden State Investment Advisory Services LLC 5.669 3,34 562 3,69
2025-08-11 13F TD Waterhouse Canada Inc. 38.368 23,29 3.790 23,09
2025-07-25 13F Alpha Financial Partners, LLC 163.050 0,88 16.175 1,16
2025-08-14 13F Principia Wealth Advisory, LLC 173 17
2025-08-08 13F Hudock, Inc. 215.744 1,64 21.402 1,92
2025-04-29 13F Hm Payson & Co 36 4
2025-07-09 13F Bowman & Co S.C. 101.993 0,28 10.117 0,56
2025-07-22 13F Aquire Wealth Advisors, LLC 150.944 22,48 14.974 22,83
2025-08-13 13F Sepio Capital, LP 14.867 50,46 1.475 50,87
2025-07-16 13F Bright Financial Advisors, Inc. 330.018 0,85 32.738 1,13
2025-08-18 13F Wolverine Trading, Llc Call 132.700 393,31 13.111 393,79
2025-08-01 13F Mastercard Foundation Asset Management Corp 18.965.631 37,18 1.881.391 37,32
2025-08-14 13F LaSalle St. Investment Advisors, LLC 2.149 1,66 0
2025-08-13 13F All Terrain Financial Advisors, LLC 74.003 4,31 7.341 4,62
2025-08-05 13F Smith Shellnut Wilson Llc /adv 106.690 0,00 10.584 0,28
2025-07-09 13F VisionPoint Advisory Group, LLC 17.950 201,99 1.781 203,24
2025-03-27 NP TDITX - Transamerica ClearTrack 2025 R1 92.061 45,06 8.967 43,55
2025-08-08 13F Ironwood Investment Counsel, LLC 18.596 2,71 1.845 2,96
2025-07-22 13F Red Tortoise LLC 10.861 5,64 1.077 5,90
2025-08-28 NP ELM - Elm Market Navigator ETF 85.458 5.017,25 8.477 5.037,58
2025-08-14 13F Sentinel Wealth Management, Inc. 14.698 1
2025-08-08 13F Principal Financial Group Inc 317.144 95,84 31.461 96,39
2025-05-01 13F Quest 10 Wealth Builders, Inc. 11.920 5,37 1.181 7,76
2025-08-04 13F Quaker Wealth Management, LLC 72 7
2025-08-13 13F North Berkeley Wealth Management, LLC 23.627 14,15 2.344 14,46
2025-08-12 13F Boston Research & Management Inc 4.705 7,72 0
2025-07-09 13F Veracity Capital LLC 7.060 0,79 700 1,16
2025-07-30 13F Canvas Wealth Advisors, LLC 46.878 2,85 4.609 3,78
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio 2.501.800 7,24 248.179 7,54
2025-08-13 13F Beacon Pointe Advisors, LLC 1.000.054 7,92 99.205 8,23
2025-04-28 13F Pinnacle Financial Partners Inc 230.007 16,72 22.717 18,50
2025-07-28 13F Axxcess Wealth Management, Llc 1.749.580 2,43 173.558 2,72
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 16.505.965 8,61 1.625.342 8,11
2025-08-14 13F Abound Financial, Llc 6.286 89,57 624 89,94
2025-08-13 13F Fiduciary Group LLC 257.135 11,25 25.508 11,56
2025-07-29 13F BKD Wealth Advisors, LLC 1.416.506 1,78 140.517 2,07
2025-07-25 13F Investment Advisory Group, LLC 8.172 1,06 811 1,38
2025-08-08 13F Davies Financial Advisors, Inc. 12.961 1.286
2025-08-14 13F Benjamin Edwards Inc 131.671 51,12 13.062 51,54
2025-08-05 13F Dunhill Financial, LLC 19.609 12,68 1.945 13,02
2025-08-05 13F Hills Bank & Trust Co 2.281 1,83 226 2,26
2025-07-08 13F Zrc Wealth Management, Llc 47.176 0,18 4.680 0,82
2025-08-06 13F Legacy Bridge, LLC 25 25,00 2 100,00
2025-08-08 13F Advyzon Investment Management, LLC 8.495 263,81 843 266,09
2025-08-05 13F Tme Financial, Inc. 10.759 8,74 1.067 9,10
2025-07-17 13F Charles Schwab Trust Co 672.520 0,21 66.714 0,49
2025-08-13 13F Crabel Capital Management, LLC 87.581 45,36 8.688 45,80
2025-07-09 13F Fiduciary Alliance LLC 2.334 232
2025-06-26 NP TCTMX - Transamerica ClearTrack 2035 R3 65.604 6.496
2025-07-17 13F Janney Montgomery Scott LLC 1.064.449 60,62 106 61,54
2025-07-31 13F Topsail Wealth Management, LLC 4.209 0,24 418 0,48
2025-08-07 13F Vise Technologies, Inc. 179.963 381,48 17.852 393,01
2025-08-01 13F Rossby Financial, LCC 7.573 4,07 751 4,74
2025-08-14 13F Planwiser Financial, Llc 8.533 39,43 839 39,67
2025-07-08 13F Beacon Wealthcare LLC 2.108 209
2025-07-16 13F Octavia Wealth Advisors, LLC 250.056 2,39 24.806 2,68
2025-07-08 13F Twele Capital Management, Inc. 416.153 5,22 41.282 5,52
2025-07-31 13F Catalyst Capital Advisors LLC 130.085 3,93 12.904 4,22
2025-08-14 13F Syon Capital Llc 281.602 24,64 27.935 24,99
2025-08-13 13F Providence Capital Advisors, LLC 11.028 2,17 1.094 2,53
2025-08-12 13F JMG Financial Group, Ltd. 19.242 187,84 1.909 188,65
2025-08-14 13F Williams Jones Wealth Management, LLC. 5.176 59,41 513 59,81
2025-07-15 13F Postrock Partners Llc 6.784 9,90 673 10,16
2025-08-12 13F Twin Focus Capital Partners, Llc 131.094 8,44 13.004 8,74
2025-08-04 13F NWK Group, Inc. 5.415 4,48 537 4,88
2025-08-12 13F Wayfinding Financial, LLC 82.555 29,25 8 33,33
2025-07-22 13F Old National Bancorp /in/ 738.097 4.026,21 73.219 4.039,01
2025-08-07 13F Summit Asset Management, LLC 87.231 1,28 8.653 1,56
2025-08-14 13F Money Concepts Capital Corp 135.889 10,69 13.480 11,01
2025-07-14 13F Matrix Trust Co 238.708 1,35 24 0,00
2025-07-22 13F Wealthcare Capital Partners, LLC 33.826 5,72 3.356 6,04
2025-08-12 13F Change Path, LLC 61.393 16,86 6.090 17,18
2025-07-03 13F City Center Advisors, LLC 4.488 6,55 445 6,97
2025-07-31 13F Carrera Capital Advisors 15.106 9,60 1.499 9,90
2025-08-08 13F Emerald Investment Partners, Llc 28.921 3,53 2.869 3,80
2025-04-22 13F Bright Futures Wealth Management, LLC. 2.060 200
2025-08-12 13F Heritage Trust Co 6.682 6,44 663 6,60
2025-08-14 13F Quantinno Capital Management LP 13.419 7,56 1.331 7,86
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 20.646 93,62 2.025 91,58
2025-07-14 13F Gridiron Partners, LLC 425.625 4,70 42.222 4,99
2025-08-08 13F Mason Street Advisors, Llc 2.792.394 9,72 277.005 10,03
2025-08-04 13F Mesirow Financial Investment Management, Inc. 24.789 72,41 2.459 72,93
2025-08-12 13F LPL Financial LLC 10.438.250 4,92 1.035.474 5,22
2025-07-29 13F Fundamentun, Llc 9.773 2,69 970 2,98
2025-08-06 13F Regimen Wealth, Llc 194.312 3,93 19.276 4,17
2025-08-06 13F Axim Planning & Wealth 2.867 284
2025-08-14 13F Comerica Bank 1.609.970 144,58 159.709 145,28
2025-08-06 13F First Horizon Advisors, Inc. 462.544 4,22 45.884 4,51
2025-07-02 13F Dentgroup LLC 6.707 665
2025-08-06 13F Long Run Wealth Advisors, LLC 89.731 2,06 8.901 2,35
2025-08-14 13F Sand Hill Global Advisors, LLC 647.256 2,37 64.208 2,66
2025-08-12 13F Cornerstone Wealth Management, LLC 6.326 12,04 628 12,37
2025-07-22 13F Ellenbecker Investment Group 598.277 16,84 59.349 17,17
2025-08-14 13F Arizona PSPRS Trust 13.456.062 0,14 1.334.841 0,43
2025-08-12 13F Titleist Asset Management, Llc 6.824 10,26 677 10,46
2025-08-14 13F Smartleaf Asset Management LLC 69.920 2,84 6.908 2,92
2025-08-14 13F Icon Wealth Advisors, LLC 2.560 16,68 254 17,13
2025-07-25 13F Sovereign Financial Group, Inc. 10.207 1.013
2025-08-11 13F Sprott Inc. 5.160 4,07 512 4,29
2025-08-06 13F Tradewinds, LLC. 33.296 426,75 3.303 428,32
2025-07-18 13F Trust Co Of Vermont 1.370 61,94 136 62,65
2025-07-22 13F Unique Wealth, Llc 298.023 3,28 29.564 3,57
2025-08-13 13F Maia Wealth LLC 30.960 8,40 3.071 10,19
2025-07-21 13F Gray Private Wealth, LLC 4.343 6,11 431 6,44
2025-07-16 13F Motive Wealth Advisors 151.521 2,23 15.031 2,52
2025-07-08 13F Advance Capital Management, Inc. 4.503 77,91 447 78,40
2025-07-11 13F Adirondack Trust Co 34.745 9,67 3.447 9,99
2025-08-11 13F Greykasell Wealth Strategies, Inc. 72.493 32,72 7.191 33,09
2025-07-31 13F Manuka Financial, LLC 4.876 0,66 484 0,84
2025-07-18 13F Pure Financial Advisors, Inc. 245.076 4,14 24.312 4,44
2025-08-06 13F Prospera Financial Services Inc 151.777 0,63 15.061 0,91
2025-08-13 13F Van Hulzen Asset Management, LLC 113.525 1,61 11.262 1,90
2025-08-14 13F Wetherby Asset Management Inc 8.108 0,11 804 2,55
2025-08-27 NP FAFIX - PFM Multi-Manager Fixed-Income Fund Institutional Class 1.795.751 102,27 178.138 102,85
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 173.486 7,19 17.210 7,49
2025-08-13 13F VestGen Advisors, LLC 9.090 10,88 902 11,23
2025-07-30 13F Onyx Bridge Wealth Group LLC 287.208 30,99 28.491 31,36
2025-08-13 13F Northwestern Mutual Wealth Management Co 11.963.480 3,62 1.186.777 3,91
2025-07-08 13F Nbc Securities, Inc. 24.027 6,31 2 0,00
2025-07-15 13F DB Fitzpatrick & Co, Inc 411.337 2,05 40.805 2,34
2025-06-27 NP SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 223.121 7,53 22.093 9,32
2025-08-08 13F Pnc Financial Services Group, Inc. 9.128.626 2,16 905.560 2,45
2025-08-14 13F Gotham Asset Management, LLC 354.774 52,58 35.194 53,01
2025-07-10 13F Sovran Advisors, LLC 34.924 236,10 3.425 237,11
2025-08-11 13F Citigroup Inc 3.549.464 2,82 352.107 3,11
2025-08-05 13F 5T Wealth, LLC 37.784 71,70 3.748 72,24
2025-08-08 13F Altfest L J & Co Inc 12.921 0,80 1.282 1,10
2025-07-22 13F Duncan Williams Asset Management, LLC 2.481 246
2025-08-14 13F Catalyst Financial Partners Llc 233.324 17,65 23.146 17,98
2025-07-25 13F Genesee Capital Advisors, LLC 8.257 0,97 819 1,36
2025-08-01 13F New York Life Investment Management Llc 552.328 11,42 54.791 11,73
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Fixed Income ETF Fund II 420.228 0,21 41.687 0,50
2025-08-14 13F Ancora Advisors, LLC 58.712 10,30 5.824 10,62
2025-03-12 13F/A Private Capital Management Llc 6.121 25,87 594 24,79
2025-07-30 13F Clune & Associates, Ltd. 16.042 0,18 1.591 0,44
2025-07-21 13F Fortis Capital Advisors, LLC 38.268 63,95 3.796 64,47
2025-07-16 13F Colton Groome Financial Advisors, Llc 207.975 9,46 20.631 9,66
2025-08-05 13F Snider Financial Group 229.649 2,59 22.781 2,88
2025-08-04 13F L.m. Kohn & Company 12.815 1.271
2025-08-14 13F MGB Wealth Management, LLC 3.579 354
2025-08-13 13F Colonial Trust Advisors 120.838 14,54 11.987 14,87
2025-07-16 13F Falcon Wealth Planning 2.070 1,17 205 1,49
2025-07-22 13F Appleton Partners Inc/ma 2.303 10,46 0
2025-08-13 13F Loomis Sayles & Co L P 132.411 6.265,91 13.135
2025-08-11 13F Nordwand Advisors, LLC 2.499 9.155,56 248 12.250,00
2025-08-12 13F Power Wealth Management Llc 4.874 3,42 484 3,65
2025-07-25 13F Cwm, Llc 658.440 8,96 65 10,17
2025-08-14 13F Mpwm Advisory Solutions, Llc 3.285 116,12 326 116,67
2025-08-12 13F Absolute Capital Management, LLC 3.068 31,62 304 32,17
2025-07-31 13F Sharper & Granite LLC 45.950 5,32 4.534 5,05
2025-07-15 13F Oxinas Partners Wealth Management LLC 28.848 114,74 2.862 115,44
2025-07-07 13F TruWealth Advisors, LLC 114.877 15,11 11.396 15,44
2025-07-16 13F Blue Oak Capital, LLC 215.692 69,29 21.397 69,77
2025-07-10 13F Worth Asset Management, LLC 12.713 64,68 1.261 65,27
2025-08-13 13F Scotia Capital Inc. 436.900 58,03 43.340 58,48
2025-07-25 13F Bricktown Capital, LLC 501.092 1,46 49.708 1,74
2025-07-15 13F Missouri Trust & Investment Co 2.217 0,36 220 0,46
2025-07-21 13F Life Planning Partners, Inc 2.124 0,19 211 0,48
2025-08-11 13F Foundation Wealth Management, LLC\PA 3.330 0,12 330 0,61
2025-08-12 13F Calton & Associates, Inc. 6.766 5,09 671 5,50
2025-07-31 13F Ballast Advisors Llc 197.829 3,48 19.625 3,77
2025-07-10 13F Uptown Financial Advisors LLC 6.168 612
2025-07-18 13F Brookmont Capital Management 11.936 0,12 1.184 0,42
2025-07-31 13F Insight Wealth Partners, LLC 4.215 46,97 418 47,70
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 39.809 14,12 3.949 14,46
2025-07-23 13F Eagle Strategies LLC 104.053 2,40 10.322 2,70
2025-08-13 13F Natixis Advisors, L.p. 162.651 18,55 16 23,08
2025-08-28 13F Midwestern Financial, LLC /IA 75.693 7.509
2025-07-22 13F Grimes & Company, Inc. 182.864 36,65 18.140 37,04
2025-08-12 13F TCP Asset Management, LLC 107.070 2,08 10.621 2,37
2025-07-17 13F Greenleaf Trust 3.610 358
2025-08-14 13F C M Bidwell & Associates Ltd 6.406 2,89 635 3,25
2025-08-14 13F Murphy & Mullick Capital Management Corp 206 0,49 20 0,00
2025-07-23 NP IRSOX - Voya Target Retirement 2040 Fund Class I 24.801 2,19 2.433 1,00
2025-05-12 13F Sandy Spring Bank 18.899 2,62 1.869 4,76
2025-08-01 13F Wincap Financial Llc 3.114 309
2025-08-13 13F NEOS Investment Management LLC 463.415 11,62 45.821 11,92
2025-08-06 13F Horan Securities, Inc. 11.230 12,15 1.114 12,42
2025-07-14 13F AdvisorNet Financial, Inc 304.871 4,84 30.243 5,13
2025-08-11 13F Western Wealth Management, LLC 11.546 4,88 1.145 5,14
2025-08-25 13F/A Promus Capital, LLC 5.491 0,42 545 0,74
2025-07-18 13F RKL Wealth Management LLC 64.855 26,80 6.434 27,16
2025-07-11 13F Walker Financial Services, Inc. 457.781 5,84 45.412 6,14
2025-08-12 13F Blueprint Investment Partners LLC 40.885 4.056
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 358.649 3,69 35.578 3,98
2025-07-30 NP OVB - Overlay Shares Core Bond ETF 495.721 5,59 48.630 4,37
2025-07-23 13F Nbt Bank N A /ny 82.442 2,14 8.178 2,43
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 154.085 5,04 15.285 5,33
2025-07-24 13F Kampmann Melissa S. 10.368 1,57 1.029 1,88
2025-08-04 13F Flagship Harbor Advisors, Llc 373.265 10,07 37.028 10,38
2025-07-18 13F United Bank 313.812 0,28 31.130 0,57
2025-07-22 13F Iron Horse Wealth Management, LLC 103 221,88 10 233,33
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 1.010.986 1,29 100.290 1,57
2025-07-15 13F Cranbrook Wealth Management, LLC 1.394 34,56 138 35,29
2025-07-16 13F Vestia Personal Wealth Advisors 2.167 5,19 215 5,42
2025-08-05 13F EPG Wealth Management LLC 39 2,63 4 0,00
2025-08-14 13F Moneta Group Investment Advisors Llc 118.326 0,44 11.738 0,72
2025-07-08 13F First National Corp /ma/ /adv 138.078 1.672,73 13.697 1.678,83
2025-07-16 13F St Germain D J Co Inc 1.573 6.192,00 156 7.700,00
2025-08-11 13F Bedell Frazier Investment Counseling, LLC 24.914 15,49 2.472 15,85
2025-08-13 13F Cheviot Value Management, LLC 34.897 0,81 3.453 2,01
2025-08-08 13F Red Cedar Investment Management, Llc 205.493 403,07 20.385 404,55
2025-08-14 13F Quartz Partners, LLC 9.678 242,34 960 243,73
2025-07-07 13F Wesbanco Bank Inc 1.334.404 2,20 132.373 2,49
2025-07-18 13F TPG Advisors LLC 65.043 5,86 6.452 6,17
2025-07-30 13F Strategic Blueprint, LLC 17.255 3,47 1.712 3,76
2025-08-14 13F Certified Advisory Corp 2.666 14,91 265 15,28
2025-07-25 13F Endowment Wealth Management, Inc. 2.868 9,67 284 10,08
2025-08-12 13F Asset Management Group, Inc. 27.771 2,75 2.755 3,03
2025-08-04 13F Joseph P. Lucia & Associates, LLC 42.838 5,73 4.250 6,04
2025-07-31 13F Ndwm Llc 28.494 6,00 2.827 6,28
2025-07-29 13F Regions Financial Corp 256.714 1,03 25.466 1,32
2025-07-16 13F Owen LaRue, LLC 2.502 248
2025-07-14 13F Armstrong Advisory Group, Inc 10.541 23,47 1.046 26,36
2025-08-05 13F Key FInancial Inc 1.837 2,97 182 3,41
2025-08-01 13F Brookwood Investment Group LLC 19.390 637,54 1.923 639,62
2025-07-16 13F Rebalance, Llc 1.298.969 0,20 128.858 0,48
2025-08-22 13F Carter Financial Group, INC. 4.110 408
2025-07-23 13F Tcfg Wealth Management, Llc 2.029 201
2025-08-13 13F Elios Financial Group Inc. 7.838 46,86 778 47,44
2025-08-01 13F James Investment Research Inc 51.805 0,78 5.139 1,08
2025-08-07 13F Midwest Trust Co 36.032 3.574
2025-08-15 13F Cooksen Wealth, LLC 25.009 7,14 2.481 8,49
2025-07-23 13F DMG Group, LLC 61.602 5,77 6.111 6,06
2025-07-25 13F Cerro Pacific Wealth Advisors LLC 2.277 226
2025-07-21 13F Segment Wealth Management, LLC 3.427 2,39 340 2,42
2025-08-11 13F Lake Street Financial Llc 37.086 14,47 3.679 14,79
2025-08-12 13F Main Management LLC 75.182 0,52 7 0,00
2025-08-04 13F Arkadios Wealth Advisors 12.758 9,97 1.266 10,29
2025-08-07 13F Timonier Family Office, LTD. 94.264 15,63 9.351 15,96
2025-08-14 13F CoreCap Advisors, LLC 9.913 33,10 983 33,56
2025-07-21 13F Exchange Capital Management, Inc. 68.910 4,03 6.836 4,32
2025-07-21 13F HighMark Wealth Management LLC 9.079 53.305,88 901 89.900,00
2025-08-06 13F Vestmark Advisory Solutions, Inc. 1.537.274 390,78 152.498 392,16
2025-08-14 13F Pennington Partners & Co., Llc 7.867 0,23 780 0,52
2025-08-05 13F Welch & Forbes Llc 15.178 6,43 1.506 6,74
2025-07-22 13F Bank Hapoalim Bm 1
2025-07-09 13F Finley Financial, LLC 8.210 43,78 814 44,07
2025-08-13 13F GeoWealth Management, LLC 23.961 57,34 2.377 57,77
2025-07-31 13F Peterson Wealth Services 5.688 2,69 564 3,11
2025-08-13 13F Cary Street Partners Financial Llc 49.788 4,81 4.939 5,11
2025-08-08 13F Strategies Wealth Advisors, LLC 7.102 45,21 705 45,76
2025-07-29 13F Calamos Wealth Management LLC 138.864 0,43 13.775 0,72
2025-07-31 13F AlTi Global, Inc. 63.250 12,78 6.263 12,89
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 1.570 2,68 156 2,65
2025-08-13 13F Colonial Trust Co / SC 86.437 14,45 8.575 14,78
2025-03-27 NP TCHDX - Transamerica ClearTrack 2035 R6 60.483 49,61 5.891 48,09
2025-07-09 13F Massmutual Trust Co Fsb/adv 42.506 74,06 4.217 74,58
2025-08-14 13F/A Skopos Labs, Inc. 142.694 1.303,64 14.155 1.308,46
2025-08-13 13F Ark & Tlk Investments, Llc 6.456 4,79 640 5,09
2025-07-09 13F Chesley Taft & Associates LLC 80.502 0,95 7.986 1,23
2025-08-11 13F Trajan Wealth LLC 1.288.686 3,45 127.838 3,74
2025-07-29 13F Quotient Wealth Partners, LLC 2.063.134 2,33 204.663 2,62
2025-08-08 13F Wrapmanager Inc 263.990 9,97 26.188 10,28
2025-07-16 13F American National Bank 28.382 5,33 2.815 5,63
2025-08-05 13F Counterweight Ventures, LLC 39.835 1,30 3.952 1,59
2025-08-11 13F Semus Wealth Partners LLC 3.578 54,36 355 54,59
2025-07-11 13F Compass Ion Advisors, LLC 36.145 2,10 3.586 2,40
2025-08-29 NP CASIX - Catalyst/Aspect Enhanced Multi-Asset Fund Class I 130.085 3,93 12.904 4,22
2025-08-12 13F SlateStone Wealth, LLC 17.765 6,57 2 0,00
2025-07-21 13F Pacific Financial Group Inc 10.997 8,52 1.091 8,78
2025-07-30 13F Cullen/frost Bankers, Inc. 468.528 6,48 46.478 6,78
2025-07-30 13F Crewe Advisors LLC 6.150 33,03 610 33,48
2025-08-14 13F Bank Of Hawaii 245.154 2,64 24.319 2,93
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 391.858 2,66 38.872 2,94
2025-08-06 13F Golden State Wealth Management, LLC 256.641 3,98 25.459 4,27
2025-07-11 13F Bond & Devick Financial Network, Inc. 9.621 58,37 954 59,00
2025-07-28 13F Ritholtz Wealth Management 1.072.288 6,87 106.371 7,17
2025-08-14 13F Colony Group, LLC 949.763 17,96 94.216 18,30
2025-08-12 13F Wealth Dimensions Group, Ltd. 18.328 10,50 1.818 10,85
2025-08-14 13F Tudor Investment Corp Et Al 7.719 18,37 766 18,60
2025-08-11 13F Y.D. More Investments Ltd 4.420 33,13 438 33,23
2025-08-05 13F Bank Of Montreal /can/ 2.397.183 45,09 237.801 45,50
2025-07-22 13F CPR Investments Inc. 13.761 2,86 1.365 3,17
2025-07-24 13F Capital Advisors, Ltd. LLC 3.602 0,11 0
2025-07-08 13F Rise Advisors, LLC 3.148 4,41 312 4,70
2025-08-15 13F Howland Capital Management Llc 15.125 8,43 1.500 8,77
2025-07-28 13F Harbour Investments, Inc. 157.991 19,45 15.673 19,79
2025-08-13 13F Russell Investments Group, Ltd. 1.123 111
2025-07-23 13F Deere & Co 0 0
2025-06-26 NP TCTLX - Transamerica ClearTrack 2030 R3 93.050 9.214
2025-08-08 13F Omega Financial Group, LLC 171.125 1,59 16.976 1,88
2025-08-12 13F Investure, LLC 6.747 8,18 669 8,60
2025-08-11 13F Aptus Capital Advisors, LLC 25.218 10,38 2.502 10,66
2025-08-12 13F Weaver Consulting Group 3.214 2,59 319 2,91
2025-08-14 13F Heritage Wealth Management, Inc. 17.306 6,85 1.717 7,12
2025-07-15 13F Kopp Family Office, LLC 110.380 1,19 10.950 1,47
2025-07-16 13F Stephenson National Bank & Trust 516 21,99 51 24,39
2025-08-04 13F Capital Performance Advisors Llp 219.780 30,33 21.802 30,71
2025-08-12 13F MAI Capital Management 353.400 8,56 35.057 8,87
2025-04-10 13F Bremer Bank National Association 314.328 0,77 31.093 2,86
2025-08-15 13F Asset Allocation Strategies LLC 58.778 84,10 5.831 84,61
2025-08-12 13F Prudential Plc 20.877 25,79 2.071 26,14
2025-07-08 13F/A Salem Investment Counselors Inc 36.738 9,28 3.644 9,59
2025-08-14 13F Hilltop Holdings Inc. 10.054 22,48 997 22,78
2025-08-06 13F Legacy Wealth Managment, LLC/ID 4.491 3.805,22 446 3.945,45
2025-07-24 NP SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF 437.518 7,83 42.921 6,58
2025-08-08 13F IMA Wealth, Inc. 604 60
2025-07-30 13F Family Capital Trust Co 142.308 1,22 14.117 1,50
2025-07-11 13F Addis & Hill, Inc 94.971 1,59 9.421 1,88
2025-07-21 13F 25 Llc 4.121 1,15 409 1,24
2025-08-13 13F GM Advisory Group, Inc. 84.806 0,36 8.413 0,65
2025-07-28 13F Courier Capital Llc 6.376 60,64 632 61,22
2025-08-14 13F Atomi Financial Group, Inc. 222.163 9,21 22.039 9,52
2025-07-15 13F Beacon Investment Advisory Services, Inc. 269.276 9,86 26.712 10,17
2025-07-15 13F Well Done, LLC 3.331 57,87 330 61,76
2025-07-14 13F Abound Wealth Management 405.627 4,33 40.238 4,63
2025-07-23 13F Steel Peak Wealth Management LLC 4.208 4,94 417 5,30
2025-07-22 13F HFM Investment Advisors, LLC 180 17,65 18 13,33
2025-08-05 13F MidAtlantic Capital Management, Inc. 4.258 0,47 422 0,72
2025-08-11 13F October Effect Ltd 17.067 1.693
2025-07-24 13F Jfs Wealth Advisors, Llc 594.977 1,47 59.022 1,76
2025-08-15 13F Captrust Financial Advisors 8.191.211 6,58 812.568 6,88
2025-07-22 13F Firethorn Wealth Partners, Llc 8.355 110,61 829 111,22
2025-07-31 13F Oppenheimer Asset Management Inc. 158.959 3,33 15.769 3,62
2025-07-30 13F Caliber Wealth Management, LLC / KS 252.082 140,24 25.007 140,93
2025-04-24 NP DDIAX - Delaware Wealth Builder Fund Class A 305.138 30.285
2025-07-08 13F Webster Bank, N. A. 157.463 2,04 15.620 2,33
2025-08-04 13F Wealth Management Associates, Inc. 32.944 3,91 3.268 4,21
2025-08-04 13F Merkkuri Wealth Advisors LLC 33.296 3,48 3.303 3,77
2025-07-15 13F Roger Wittlin Investment Advisory, LLC 6.516 31,24 646 31,57
2025-08-04 13F Coign Capital Advisors LLC 47.887 5,85 4.750 6,15
2025-07-29 NP MAMB - Monarch Ambassador Income ETF 159.395 2,24 15.637 1,06
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 16.926 11,03 1.669 11,42
2025-08-05 13F Aviance Capital Partners, LLC 21.204 9,84 2.103 10,16
2025-04-15 13F Members Wealth Llc 3.764 0,08 372 2,48
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) 197.044 0,57 19.547 0,86
2025-08-12 13F J.w. Cole Advisors, Inc. 123.085 62,95 12.210 63,41
2025-08-08 13F Atlantic Trust, LLC 3.950 209,80 392 210,32
2025-07-25 13F Verdence Capital Advisors LLC 228.714 4,91 22.688 5,21
2025-07-17 13F Park Place Capital Corp 44.045 4.371,57 4.351 4.385,57
2025-08-14 13F NorthLanding Financial Partners, LLC 86.451 1,13 8.576 1,41
2025-08-06 13F Destiny Capital Corp/CO 74.147 1,65 7.355 1,94
2025-07-16 13F Dakota Wealth Management 329.260 11,57 32.663 11,88
2025-07-14 13F Golden State Equity Partners 83.793 124,17 8.312 124,83
2025-08-14 13F Hancock Whitney Corp 289.290 3,56 28.698 3,85
2025-08-13 13F Cary Street Partner Investment Advisory Llc 4.799 181,47 476 183,33
2025-08-12 13F Jacobi Capital Management LLC 6.459 0,89 641 1,11
2025-07-17 13F Legacy Wealth Management, Inc 39.614 8,67 3.930 8,96
2025-08-12 13F Running Point Capital Advisors, LLC 23.700 2,26 2.351 2,57
2025-08-01 13F Oarsman Capital, Inc. 41.816 5,10 4.148 5,41
2025-08-14 13F Sentinus, LLC 113.578 12,85 11.267 13,17
2025-07-07 13F First Community Trust Na 65 6
2025-05-12 13F Cahill Wealth Management, LLC 26.877 0,71 2.659 2,78
2025-08-14 13F Lazard Asset Management Llc 28 3,85
2025-08-13 13F Lido Advisors, LLC 587.842 7,67 58.314 7,98
2025-08-01 13F MorganRosel Wealth Management, LLC 35.698 14,03 3.541 14,37
2025-08-14 13F/A Barclays Plc 7.901 1.655,78 1
2025-07-16 13F ORG Partners LLC 7.680 12,13 759 12,11
2025-07-11 13F Farther Finance Advisors, LLC 218.741 6,96 21.699 7,22
2025-08-13 13F Metropolitan Life Insurance Co/ny 865.233 87,77 85.831 88,30
2025-07-16 13F Patron Partners Advisors, Llc 8.450 55,10 838 55,76
2025-07-16 13F Perigon Wealth Management, LLC 294.142 9,89 29.179 10,20
2025-08-12 13F Erickson Financial Group, LLC 69.632 1,61 6.907 1,89
2025-08-14 13F Price T Rowe Associates Inc /md/ 738.330 2,49 73 2,82
2025-07-11 13F Prosperity Planning, Inc. 2.889 -1,84
2025-07-09 13F GSG Advisors LLC 4.954 0,53 491 1,87
2025-08-12 13F Guerra Advisors Inc 4.936 490
2025-04-11 13F Permanent Capital Management, LP 184.503 1,17 18.251 3,28
2025-08-15 13F WFA of San Diego, LLC 2.100 39,91 208 36,84
2025-07-09 13F Navigation Wealth Management, Inc. 14.257 517,19 1.414 520,18
2025-07-18 13F Impact Capital Partners LLC 50.181 18,45 4.978 18,78
2025-08-14 13F Gen-Wealth Partners Inc 301 1,69 30 0,00
2025-07-24 13F Verger Capital Management LLC 434.889 1,96 43.141 2,25
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 2.621.743 32,76 261.070 33,39
2025-08-15 13F Provenance Wealth Advisors, LLC 365.986 2,21 36.306 2,50
2025-08-05 13F Mma Asset Management Llc 6.372 0,06 632 0,48
2025-08-11 13F Heritage Wealth Advisors 4.470 7,68 443 8,05
2025-08-13 13F Measured Wealth Private Client Group, LLC 25.124 0,52 2.492 0,81
2025-08-05 13F Milestone Asset Management, Llc 14.020 198,30 1.391 199,57
2025-08-14 13F Granite FO LLC 903 0,33 90 0,00
2025-07-08 13F Little House Capital Llc 49.273 5,39 4.888 5,69
2025-07-16 13F ORG Wealth Partners, LLC 5.412 1,88 535 1,71
2025-07-23 13F Tectonic Advisors Llc 350.499 1,41 34.770 1,70
2025-07-29 13F Latitude Advisors, LLC 6.399 37,05 635 37,53
2025-08-25 NP MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I 190.405 9,05 18.888 9,36
2025-07-25 13F PrairieView Partners, LLC 6.412 7,67 1
2025-08-08 13F Meridian Wealth Management, LLC 20.132 6,69 1.997 6,97
2025-07-16 13F Diversified Enterprises, LLC 158.250 24,06 15.698 24,42
2025-07-25 13F Carbahal Olsen Financial Services Group, LLC 109.479 4,11 10.860 4,41
2025-07-09 13F Parkside Advisors LLC 272.892 1,76 27.071 2,04
2025-08-07 13F 1st Source Bank 49.751 1,25 4.935 1,54
2025-08-14 13F Acorn Wealth Advisors, LLC 7.520 746
2025-07-17 13F Mainsail Financial Group, LLC 13.302 13,05 1.300 11,78
2025-07-15 13F Main Street Group, LTD 294 47,00 29 52,63
2025-07-22 13F Plimoth Trust Co Llc 72.629 3,42 7.205 3,71
2025-08-06 13F Savant Capital, LLC 49.119 10,01 4.873 10,33
2025-07-17 13F Michels Family Financial, LLC 28.870 4,04 2.864 4,34
2025-07-29 NP MPRO - Monarch ProCap ETF 1.199.015 29,48 117.623 27,98
2025-07-10 13F Charter Oak Capital Management, LLC 1.706.856 2,39 169.320 2,68
2025-08-14 13F EP Wealth Advisors, Inc. 2.370.636 1,05 235.167 1,34
2025-07-08 13F Corepath Wealth Partners Llc 132.840 3,93 13.081 5,00
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 1.628 246,38 162 250,00
2025-07-23 13F Slow Capital, Inc. 94.386 0,39 9.363 0,68
2025-07-25 NP USBSX - Cornerstone Moderate Fund 236.460 9,06 23.197 7,79
2025-07-24 13F KFA Private Wealth Group, LLC 79.899 1,02 7.926 1,32
2025-07-17 13F XML Financial, LLC 52.230 13,37 5.181 13,69
2025-08-14 13F Voya Financial Advisors, Inc. 18.385 11,91 1.816 11,96
2025-07-31 13F Kathleen S. Wright Associates Inc. 1.852 56,95 184 57,76
2025-08-05 13F Freestone Capital Holdings, LLC 692.660 3,85 68.712 4,14
2025-08-14 13F Dearborn Partners Llc 15.383 4,71 1.526 5,02
2025-08-14 13F Oxford Financial Group Ltd 1.263 28,75 125 28,87
2025-07-23 13F Independent Solutions Wealth Management, LLC 116.650 0,26 11.571 0,55
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 1.412.774 7.255,90 576 -69,67
2025-08-14 13F Stifel Financial Corp 7.783.701 22,97 772.146 23,31
2025-07-17 13F C2C Wealth Management, LLC 23.345 0,01 2.316 0,30
2025-07-18 13F Benchmark Wealth Management, LLC 37.929 72,77 3.763 73,28
2025-07-14 13F Parkshore Wealth Management, Inc. 3.194 0,06 317 0,32
2025-07-21 13F Single Point Partners, LLC 414.026 2,11 40 2,63
2025-08-07 13F Simplify Asset Management Inc. 3.109.340 2,05 308.447 2,34
2025-08-27 NP Tidal Trust II - Tactical Advantage ETF 13.008 1.290
2025-08-12 13F Cynosure Management, Llc 120.016 8,55 11.906 8,85
2025-07-22 13F Belpointe Asset Management LLC 54.243 17,29 5.381 17,77
2025-08-14 13F BancorpSouth Bank 5.395 6,85 535 7,21
2025-08-06 13F Legacy Investment Solutions, LLC 4.491 446
2025-07-24 13F Thompson Investment Management, Inc. 37.946 13,27 3.764 13,61
2025-07-23 13F Penney Financial, LLC 40.166 303,11 3.984 304,47
2025-07-28 13F Revolve Wealth Partners, LLC 9.420 0,01 934 0,32
2025-08-06 13F Atlantic Union Bankshares Corp 19.189 1.904
2025-05-02 13F Cable Hill Partners, LLC 630.748 9,28 62.457 11,67
2025-03-27 NP TCPTX - Transamerica ClearTrack 2045 R1 11.382 41,46 1.109 40,08
2025-07-15 13F Vannoy Advisory Group, Inc. 16.701 0,99 1.657 1,28
2025-07-29 13F TFC Financial Management 1.935 192
2025-08-12 13F Chaney Capital Management, Inc. 516.514 15,84 51.238 16,17
2025-07-09 13F Thrive Wealth Management, LLC 30.488 3.024
2025-07-24 13F MFA Wealth Services 12.718 2,17 1.262 2,44
2025-07-22 13F Valpey Financial Services, LLC 27.984 2.776
2025-07-23 13F Friedenthal Financial 1.529 6,33 152 6,34
2025-08-13 13F Brown Advisory Inc 263.824 27,07 26.171 27,43
2025-07-28 13F J.Safra Asset Management Corp 26.925 3,50 2.660 3,38
2025-08-11 13F Lowe Brockenbrough & Co Inc 541.281 208,11 53.695 209,00
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 850.718 0,41 84.391 0,69
2025-08-04 13F Savvy Advisors, Inc. 311.642 523,53 30.915 525,28
2025-08-13 13F JT Stratford LLC 440.414 5,44 43.689 5,74
2025-07-15 13F Signal Tree Financial Partners Llc 0 0
2025-08-13 13F Summit Wealth Group Llc / Co 9.104 903
2025-07-23 13F Winthrop Advisory Group LLC 6.081 3,70 603 3,97
2025-08-25 NP AGGH - Simplify Aggregate Bond PLUS Credit Hedge ETF 3.109.340 2,05 308.447 2,34
2025-08-08 13F Family Firm, Inc. 60.626 8,08 6.014 8,40
2025-08-12 13F Hanover Advisors Inc 6.278 54,94 623 55,50
2025-07-09 13F Fragasso Group Inc. 2.692 0,15 267 0,75
2025-04-15 13F Transform Wealth, LLC 318.010 14,89 31.458 17,29
2025-07-17 13F Financial Partners Group, LLC 5.927 588
2025-08-13 13F Baker Avenue Asset Management, LP 872.234 2,05 86.526 2,33
2025-07-21 13F Crews Bank & Trust 1.475 0,82 146 1,39
2025-08-15 13F Kestra Advisory Services, LLC 512.529 38,10 50.843 38,50
2025-08-13 13F Smith, Moore & Co. 36.056 1,31 3.577 1,59
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 1.753 174
2025-08-14 13F Visionary Wealth Advisors 253.014 8,16 25.099 8,47
2025-07-22 13F Noble Family Wealth, LLC 11.116 15,00 1.103 15,27
2025-07-31 13F Opes Wealth Management LLC 99.531 3,79 9.874 4,09
2025-05-15 13F Rakuten Investment Management, Inc. 78.619 157,89 7.762 150,87
2025-08-13 13F Fisher Asset Management, LLC 1.123.639 7,33 111.465 7,64
2025-08-13 13F Renaissance Technologies Llc 23.700 2.351
2025-07-29 13F Activest Wealth Management 617 252,57 61 258,82
2025-07-31 13F FSM Wealth Advisors, LLC 2.824 15,93 277 15,42
2025-08-27 NP Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 936.342 18,09 92.885 18,42
2025-07-23 13F Wise Wealth Partners 40.640 1.603,98 4.032 1.615,32
2025-08-15 13F North Ridge Wealth Advisors, Inc. 288 29
2025-08-12 13F Gitterman Wealth Management, LLC 7.004 10,93 695 11,22
2025-07-16 13F Brave Asset Management Inc 379.283 37.648
2025-07-18 13F SOA Wealth Advisors, LLC. 3.401 1,73 337 2,12
2025-07-29 13F Sincerus Advisory, LLC 31.809 3,42 3.132 2,93
2025-08-12 13F Steward Partners Investment Advisory, Llc 1.237.908 8,19 122.800 8,49
2025-08-05 13F Arrowroot Family Office, LLC 123.028 45,09 12.204 48,54
2025-08-04 13F Buck Wealth Strategies, LLC 434.865 5,82 43.139 6,12
2025-08-19 13F MRP Capital Investments, LLC 7.404 5,11 734 5,46
2025-07-29 13F Gladwyn Financial Advisors, Inc. 10.773 1.069
2025-08-04 13F Clear Investment Research, Llc 3.678 0,27 365 0,55
2025-07-31 13F Nisa Investment Advisors, Llc 3.987.632 395.573
2025-07-24 13F PDS Planning, Inc 739.526 5,51 73.361 5,81
2025-07-07 13F Capital Asset Advisory Services LLC 1.596.618 0,81 157.730 0,75
2025-08-07 13F Sound View Wealth Advisors Group, LLC 43.418 6,31 4.307 6,61
2025-08-12 13F South Plains Financial, Inc. 12.160 20,29 1.206 20,72
2025-07-28 13F JGP Wealth Management, LLC 25.451 19,67 2.525 20,02
2025-08-14 13F Betterment LLC 23.067.850 5,45 2.288 5,73
2025-04-17 13F Vista Wealth Management Group, LLC 3.200 45,45 317 48,36
2025-07-23 13F Mullooly Asset Management, Inc. 123.071 2,47 12.208 2,32
2025-08-14 13F Glen Eagle Advisors, LLC 2.924 1,46 290 1,75
2025-07-11 13F Ullmann Financial Group, Inc. 50.027 14,53 4.963 14,83
2025-08-12 13F Bank OZK 2.276 2,66 226 2,74
2025-08-14 13F Cambridge Associates Llc /ma/ /adv 3.440.357 276,20 341.283 277,26
2025-08-06 13F Adviser Investments LLC 6.634.648 34,95 658.157 35,33
2025-08-12 13F BlackRock, Inc. 49.746.914 11,95 4.934.894 12,27
2025-08-07 13F Parkside Financial Bank & Trust 4.143 524,89 411 530,77
2025-08-18 13F Tactive Advisors, LLC 19.370 6,82 1.922 8,23
2025-08-06 13F Souders Financial Advisors 195.848 0,99 19.428 1,28
2025-08-13 13F Ted Buchan & Co 200.738 4,13 19.913 4,43
2025-07-22 13F Wealthcare Advisory Partners LLC 399.185 6,09 39.599 6,39
2025-07-31 13F Cornerstone Management, Inc. 369.384 0,18 36.643 0,46
2025-07-09 13F Epiq Partners, Llc 81.917 5,04 8.126 5,34
2025-08-15 13F First Heartland Consultants, Inc. 2.034 202
2025-07-29 13F Conway Capital Management, Inc. 13.044 1.294
2025-07-23 NP IRSNX - Voya Target Retirement 2035 Fund Class I 206.494 2,58 20.257 1,39
2025-08-14 13F GWM Advisors LLC 828.890 5,43 82.226 5,73
2025-08-04 13F One Day In July LLC 116.440 1,20 11.551 1,48
2025-07-11 13F Harbour Capital Advisors, LLC 2.100 2,69 207 1,97
2025-07-15 13F DSG Capital Advisors, LLC 144.987 549,18 14.383 551,06
2025-08-13 13F Willis Johnson & Associates, Inc. 4.782 6,91 474 7,24
2025-05-15 13F CAPROCK Group, Inc. 7.070 699
2025-07-09 13F Beacon Financial Group 7.409 2,52 735 2,80
2025-08-12 13F BWM Planning, LLC 6.786 673
2025-07-15 13F Ballentine Partners, LLC 15.681 1,12 1.556 1,44
2025-08-04 13F IFG Advisory, LLC 32.348 2,21 3.209 2,49
2025-07-17 13F Venture Visionary Partners LLC 6.126 42,37 608 42,82
2025-08-15 13F Fidelity D & D Bancorp Inc 2.601 258
2025-07-28 13F Holistic Planning, LLC 10.460 2,42 1.038 2,67
2025-08-05 13F Sheridan Capital Management, LLC 181.491 0,21 18.004 0,49
2025-08-13 13F 1832 Asset Management L.P. 906.244 4,21 89.899 4,50
2025-07-28 13F Perfromance Wealth Partners, LLC 3.132 2,72 311 2,99
2025-08-05 13F Strategic Financial Concepts, LLC 63.572 49,01 6.306 49,43
2025-08-14 13F Jane Street Group, Llc 4.445.428 142,68 440.986 143,36
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio 215.400 1,56 21.368 1,84
2025-08-13 13F Rinkey Investments 10.184 1,98 1.010 2,33
2025-07-16 13F Five Oceans Advisors 10.260 0,71 1.018 0,99
2025-08-13 13F EverSource Wealth Advisors, LLC 23.962 105,93 2.377 106,52
2025-07-30 13F Strategic Investment Management, Llc 345.050 0,19 34.229 0,47
2025-08-08 13F Fiera Capital Corp 9.815 1,08 974 1,35
2025-08-12 13F Northstar Financial Companies, Inc. 2.657 0,08 264 0,38
2025-08-15 13F United Services Automobile Association 5.022.980 70,05 498.280 70,86
2025-07-16 13F Independent Wealth Network Inc. 6.447 4,52 640 4,75
2025-08-05 13F RiverGlades Family Offices LLC 42.426 2,17 4.209 2,46
2025-08-07 13F Donaldson Capital Management, Llc 68.728 12,26 6.818 12,57
2025-08-08 13F Kingsview Wealth Management, LLC 1.594.509 25,01 158.175 25,37
2025-07-22 13F Beacon Financial Advisory LLC 7.235 45,51 718 46,03
2025-08-11 13F United Advisor Group, LLC 27.739 7,01 2.752 7,29
2025-07-28 13F Davidson Trust Co 26.968 22,10 2.675 22,48
2025-07-22 13F BridgePort Financial Solutions, LLC 10.235 88,21 1.015 89,01
2025-08-05 13F Westside Investment Management, Inc. 80.817 2,71 8.016 2,99
2025-07-07 13F Trust Co 641.130 0,49 63.600 0,77
2025-08-12 13F Proequities, Inc. 0 0
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 7.360 5,13 730 5,49
2025-08-07 13F Allworth Financial LP 447.869 6,59 44.429 7,63
2025-08-01 13F Zhang Financial LLC 219.467 51,17 21.771 51,61
2025-08-14 13F Bnp Paribas Arbitrage, Sa 998.365 3,62 99.038 3,91
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial 750.698 5,45 74.469 5,75
2025-07-15 13F Accurate Wealth Management, LLC 68.804 4,19 6.774 5,71
2025-08-11 13F Madison Asset Management, LLC 242.014 2,09 24.008 2,38
2025-07-09 13F Sandy Cove Advisors, LLC 150.060 0,79 14.886 1,07
2025-07-09 13F HFG Wealth Management, LLC 6.471 26,31 640 29,03
2025-07-28 13F Cutler Investment Counsel Llc 3.127 5,22 310 5,80
2025-07-15 13F Bnc Wealth Management, Llc 2.769 3,44 275 3,79
2025-08-14 13F Full Sail Capital, LLC 429.245 5,14 42.581 5,44
2025-07-22 13F VAUGHAN & Co SECURITIES, INC. 6.539 1,62 649 1,89
2025-08-05 13F Atlas Private Wealth Advisors 129.565 15,52 12.854 15,84
2025-08-11 13F NewEdge Wealth, LLC 246.991 5,59 24.484 5,82
2025-08-14 13F First Manhattan Co 59.125 5.865
2025-08-08 13F Citizens Financial Group Inc/ri 109.760 49,49 10.888 49,93
2025-07-24 13F Eastern Bank 3.046 79,07 302 79,76
2025-08-20 13F/A Coppell Advisory Solutions LLC 10.440 21,41 1.031 -78,47
2025-08-05 13F Crestwood Advisors Group LLC 1.054.561 3,38 104.611 3,67
2025-08-12 13F Ascent Wealth Partners, LLC 21.446 0,38 2.127 0,66
2025-07-07 13F Accelerate Investment Advisors LLC 115.334 6,38 11.441 6,69
2025-04-02 13F Marcum Wealth, LLC 236.340 3,19 23.379 5,33
2025-08-13 13F Transce3nd, LLC 484 84,73 48 92,00
2025-07-07 13F Discipline Wealth Solutions, LLC 18.389 63,37 1.824 63,88
2025-07-10 13F PMV Capital Advisers, LLC 18 2
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 733 275,90 73 278,95
2025-07-22 13F Innovative Wealth Building LLC 40.067 17,76 3.975 18,10
2025-08-08 13F Your Advocates Ltd., LLP 4.575 8,28 454 8,63
2025-08-13 13F Raab & Moskowitz Asset Management LLC 2.441 242
2025-07-17 13F BayBridge Capital Group, LLC 246.272 1,04 24.430 1,33
2025-07-15 13F Charter Capital Management, LLC\DE 34.873 3.459
2025-07-22 13F McNaughton Wealth Management, LLC 24.792 12,80 2.459 13,11
2025-07-28 13F Patten & Patten Inc/tn 6.580 0,24 653 0,46
2025-04-25 13F Smallwood Wealth Investment Management, LLC 1.038 103
2025-08-13 13F Meridian Wealth Partners, LLC 824.036 7,15 81.744 7,45
2025-08-15 13F Pine Ridge Advisers LLC 3.543 351
2025-08-12 13F Mcdonald Partners Llc 13.600 1.349
2025-07-18 13F Madrona Financial Services, LLC 30.210 3,86 2.997 4,14
2025-08-13 13F Gateway Wealth Partners, LLC 9.496 72,28 942 72,84
2025-08-12 13F Boreal Capital Management LLC 4.820 478
2025-07-24 13F Forefront Analytics, LLC 28.170 2.794
2025-08-08 13F Tiemann Investment Advisors, Llc 187.409 8,00 18.591 8,30
2025-07-09 13F Dynamic Advisor Solutions LLC 35.320 2,15 3.504 2,43
2025-08-04 13F Retirement Systems of Alabama 25.683 1,39 2.548 1,68
2025-08-14 13F Cibc World Markets Corp 67.606 0,67 6.707 0,96
2025-07-23 NP IRSLX - Voya Target Retirement 2025 Fund Class I 204.918 3,99 20.102 2,78
2025-03-27 NP TDFTX - Transamerica ClearTrack 2030 R1 87.077 47,32 8.481 45,80
2025-05-09 13F Delta Financial Group, Inc. 3.446 0,38 0
2025-07-23 13F Ti-trust, Inc 42.906 0,42 4.256 0,71
2025-07-29 13F Tide Cove Capital Partners LLC 145.324 2,18 14.288 1,56
2025-07-23 13F Bear Mountain Capital, Inc. 315 0,64 31 0,00
2025-08-14 13F IHT Wealth Management, LLC 120.254 1,42 11.929 1,71
2025-07-18 13F Bourgeon Capital Management Llc 15.854 5,22 1.573 5,50
2025-07-09 13F Act Wealth Management, Llc 83.527 1,09 8.286 1,37
2025-08-06 13F Rialto Wealth Management, LLC 21.978 2,62 2.180 2,93
2025-08-12 13F Prudential Financial Inc 5.347.030 10,56 522.325 10,56
2025-08-06 13F Wsfs Capital Management, Llc 57.735 7,04 5.727 7,35
2025-08-13 13F Nicolet Advisory Services, Llc 12.105 259,73 1.200 268,10
2025-07-10 13F Kmg Fiduciary Partners, Llc 90.890 10,00 9.016 10,31
2025-07-15 13F Kagan Cocozza Asset Management 47.035 2,33 4.666 2,62
2025-07-16 13F Freestate Advisors LLC 124.572 97,66 12.358 98,22
2025-08-12 13F Western Asset Management Company, LLC 208.047 20.638
2025-07-11 13F SILVER OAK SECURITIES, Inc 5.649 1,62 560 2,19
2025-08-14 13F Destination Wealth Management 1.459.869 0,96 144.819 1,24
2025-08-11 13F HighTower Advisors, LLC 2.131.014 5,81 211.397 6,11
2025-07-29 13F Aspiriant, Llc 285.460 125,88 28.318 126,52
2025-08-06 13F Hallmark Capital Management Inc 1.558 18,12 155 18,46
2025-07-24 13F Blair William & Co/il 122.455 0,96 12.148 1,24
2025-08-14 13F Bank Of America Corp /de/ 43.902.750 4,56 4.355.153 4,86
2025-08-15 13F Blue Edge Capital, LLC 41.810 4.148
2025-06-26 NP TCTQX - Transamerica ClearTrack 2040 R3 36.474 3.612
2025-08-04 13F Kovack Advisors, Inc. 57.741 24,51 5.728 24,85
2025-07-10 13F Community Trust & Investment Co 3.400 337
2025-08-15 13F Strategic Investment Advisors / MI 2.913 5,12 289 5,47
2025-07-10 13F P/E Global LLC 513.048 8,22 51 8,70
2025-07-09 13F Sandbox Financial Partners, LLC 2.832 281
2025-08-14 13F Talon Private Wealth, LLC 3.111 12,55 309 12,82
2025-08-04 13F Keybank National Association/oh 988.788 1,46 98.088 1,74
2025-08-18 13F Geneos Wealth Management Inc. 107.826 69,40 10.696 69,89
2025-07-22 13F Verus Wealth Management, Llc 8.253 134,19 819 135,06
2025-07-22 13F Apexium Financial, Lp 73.499 1,05 7.291 1,33
2025-08-04 13F Lockheed Martin Investment Management Co 2.065.000 458,22 204.848 459,82
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 396.297 37,45 38.877 35,85
2025-08-07 13F King Luther Capital Management Corp 8.520 7,88
2025-08-12 13F Insigneo Advisory Services, Llc 70.759 0,56 7.019 0,85
2025-06-26 NP TCTUX - Transamerica ClearTrack 2050 R3 4.033 399
2025-08-04 13F Atria Investments Llc 183.506 105,78 18.204 106,36
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6.670 0,89 662 1,38
2025-08-05 13F Blue Barn Wealth, LLC 114.887 3,28 11.397 3,57
2025-08-05 13F Fourth Dimension Wealth, LLC 2.338 416,11 232 425,00
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 2.319 230
2025-07-22 13F Fortitude Advisory Group L.L.C. 6.295 1,50 624 2,63
2025-08-29 13F Centaurus Financial, Inc. 3.026 12,66 0
2025-08-08 13F Petix & Botte Co 3.722 0,11 369 0,54
2025-08-13 13F D L Carlson Investment Group Inc 55.059 44,62 5.462 45,05
2025-07-25 13F Cypress Capital Group 23.779 9,46 2.359 9,78
2025-08-12 13F Laurel Wealth Advisors LLC 8.135 9.820,73 0 -100,00
2025-08-13 13F Mackenzie Financial Corp 4.778.600 1,18 474.037 1,47
2025-08-13 13F Edgestream Partners, L.P. 9.784 971
2025-07-22 13F Merit Financial Group, LLC 86.478 27,48 8.579 27,84
2025-07-21 13F Old Second National Bank Of Aurora 117 12
2025-07-09 13F Christopher J. Hasenberg, Inc 96.628 1.343,29 9.585 1.347,89
2025-07-23 13F HTG Investment Advisors, Inc. 113.727 3,51 11.282 3,80
2025-07-07 13F Horizons Wealth Management 13.130 2,23 1.302 2,52
2025-08-04 13F Rede Wealth, LLC 14.378 8,05 1.426 8,36
2025-08-04 13F Hantz Financial Services, Inc. 689.535 37,24 68 38,78
2025-08-14 13F Ieq Capital, Llc 47.381 9,90 4.700 10,23
2025-08-14 13F Fmr Llc 11.381.590 44,76 1.129.054 45,17
2025-08-07 13F Fidelis Capital Partners, LLC 9.134 24,07 906 24,97
2025-08-13 13F Wealthedge Investment Advisors, Llc 6.076 13,61 603 13,80
2025-07-15 13F IMS Capital Management 6.526 11,06 647 11,36
2025-08-08 13F Cetera Investment Advisers 5.269.552 0,91 522.739 1,20
2025-07-15 13F Oak Wealth Advisors LLC 6.013 3,69 596 4,01
2025-08-11 13F Independent Advisor Alliance 61.158 6,79 6.067 7,08
2025-08-08 13F Avantax Advisory Services, Inc. 9.265.056 0,34 919.094 0,63
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 380.770 22,10 37.772 22,45
2025-08-08 13F Bouchey Financial Group Ltd 667.768 22,50 66.243 22,84
2025-08-13 13F Tobias Financial Advisors, Inc. 57.961 0,06 5.750 0,33
2025-07-24 13F Robertson Stephens Wealth Management, LLC 385.184 1,99 38.210 2,28
2025-08-13 13F MONECO Advisors, LLC 2.324 1,31 231 1,77
2025-07-07 13F Modus Advisors, LLC 45.731 3,36 4.536 3,66
2025-07-29 13F Werba Rubin Papier Wealth Management 13.423 3,72 1.332 3,98
2025-07-24 13F Drucker Wealth 3.0, LLC 4.813 2,97 474 2,60
2025-08-11 13F Sierra Capital LLC 18.094 18,70 2 0,00
2025-08-13 13F American Investment Services, Inc. 14.886 2,84 1.477 3,14
2025-07-25 13F Concurrent Investment Advisors, LLC 280.968 20,00 27.872 20,34
2025-08-14 13F Alliance Wealth Advisors, LLC /UT 9.257 64,80 918 65,41
2025-03-27 NP TCRTX - Transamerica ClearTrack 2040 R1 32.329 42,38 3.149 40,91
2025-07-07 13F Life Line Wealth Management Llc 4.161 1,00 413 1,23
2025-08-14 13F Engineers Gate Manager LP 17.183 1.705
2025-07-15 13F BCS Wealth Management 88.260 20,92 9 14,29
2025-03-27 NP TCITX - Transamerica ClearTrack Retirement Income R1 200.319 229,94 19.511 226,54
2025-07-09 13F Summit Financial Consulting LLC 11.365 3,00 1.127 3,30
2025-07-18 13F Swp Financial Llc 2.990 5,24 297 5,34
2025-08-06 13F Richard Bernstein Advisors LLC 9.353 91,82 928 92,32
2025-07-10 13F NorthCrest Asset Manangement, LLC 186.441 0,88 18.359 0,42
2025-07-08 13F Cultivar Capital, Inc. 231.361 1,45 22.951 1,73
2025-08-14 13F Hirtle Callaghan & Co LLC 6.777 53,29
2025-07-31 13F Brighton Jones Llc 8.463 57,66 840 58,00
2025-03-27 NP TCSOX - Transamerica ClearTrack 2060 Class R1 420 18,64 41 17,65
2025-07-15 13F Mather Group, Llc. 455.368 9,71 45.172 10,02
2025-08-12 13F SRS Capital Advisors, Inc. 382.859 4,45 38.432 5,99
2025-07-25 13F Almanack Investment Partners, LLC. 2.434 241
2025-08-14 13F Rivernorth Capital Management, Llc 4.742 470
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 46.076 1,97 4.571 2,24
2025-05-15 13F/A Orion Portfolio Solutions, LLC 735.175 4,08 72.723 6,25
2025-08-13 13F Westerkirk Capital Inc. 619.500 61.454
2025-08-13 13F Sumitomo Mitsui Financial Group, Inc. 1.202.110 6,15 119.249 6,45
2025-08-05 13F Connable Office Inc 401.098 42,66 39.789 43,07
2025-08-11 13F Alteri Wealth LLC 7.395 81,07 734 81,89
2025-08-06 13F Thompson Siegel & Walmsley Llc 21.524 3,88 2 0,00
2025-08-07 13F Fonville Wealth Management LLC 14.663 11,29 1.455 11,59
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 47.258 7,88 4.688 8,17
2025-08-11 13F Private Advisor Group, LLC 430.836 7,39 42.739 7,70
2025-07-29 NP DYTA - SGI Dynamic Tactical ETF 134.728 21,08 13.217 19,68
2025-08-01 13F Envestnet Asset Management Inc 54.218.326 11,81 5.378.443 12,13
2025-08-11 13F Alps Advisors Inc 45.215 4.485
2025-07-10 13F Oldfather Financial Services, LLC 103.794 1,09 10.296 1,38
2025-08-14 13F MidWestOne Financial Group, Inc. 132.160 0,23 13.110 0,52
2025-07-21 13F Greenwood Capital Associates Llc 129.661 1,86 12.862 2,14
2025-07-23 13F Peak Financial Management, Inc. 112.719 1,71 11.182 1,99
2025-08-14 13F Susquehanna International Group, Llp Put 29.600 438,18 2.936 439,71
2025-08-12 13F Putnam Fl Investment Management Co 7.368 14,73 731 14,96
2025-07-24 13F MSH Capital Advisors LLC 6.483 23,77 643 24,13
2025-08-14 13F Financial Strategies Group, Inc. 35.905 1,65 3.521 1,91
2025-07-31 13F Leavell Investment Management, Inc. 23.872 3,19 2.368 3,50
2025-08-11 13F Core Wealth Partners LLC 19.945 1.979
2025-07-22 13F PUREfi Wealth, LLC 8.946 72,44 887 72,90
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 136.639 908,78 13.555 912,25
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 357.540 69,05 35.468 69,53
2025-08-08 13F Tortoise Investment Management, LLC 29 31,82 3 0,00
2025-08-19 13F Cape Investment Advisory, Inc. 1.928 1,69 191 2,14
2025-07-14 13F Chapin Davis, Inc. 4.848 0,14 481 0,42
2025-06-27 NP TUIFX - Toews Unconstrained Income Fund 43.800 192,00 4.337 196,85
2025-07-10 13F Professional Financial Advisors, LLC 675.358 0,97 66.996 1,25
2025-07-22 13F Berger Financial Group, Inc 214.314 0,12 21.260 0,41
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 114.571 4,46 11.365 4,76
2025-07-18 13F Naples Global Advisors, Llc 62.703 2,84 6.220 3,13
2025-08-14 13F Sequent Planning LLC 13.964 37,21 1.385 37,67
2025-07-31 13F United Community Bank 17.547 1,38 1.741 1,64
2025-08-13 13F RW Investment Management LLC 4.522 449
2025-07-09 13F Defined Wealth Management, Llc 3.854 4,96 382 5,23
2025-08-07 13F Commerce Bank 131.580 2,89 13.053 3,18
2025-07-24 13F Copperwynd Financial, LLC 79.180 100,50 7.855 101,08
2025-07-29 13F International Assets Investment Management, Llc 24.000 4,77 2.381 5,08
2025-09-04 13F/A Advisor Group Holdings, Inc. 1.797.043 7,98 178.287 8,28
2025-08-14 13F Modern Wealth Management, LLC 133.594 8,32 13.252 8,62
2025-07-22 13F Valeo Financial Advisors, LLC 54.633 0,20 5.420 0,48
2025-08-14 13F Millennium Management Llc 37.101 27,70 3.680 28,09
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 57.819 7,96 5.736 8,27
2025-07-18 13F Consolidated Portfolio Review Corp 19.499 70,73 1.934 71,30
2025-08-04 13F Partners in Financial Planning 5.671 0,27 563 0,54
2025-07-30 13F Whittier Trust Co Of Nevada Inc 5.877 0,56 583 0,69
2025-07-16 13F Essex Financial Services, Inc. 2.904 288
2025-08-19 13F National Asset Management, Inc. 84.556 123,70 8.388 129,03
2025-08-14 13F LM Advisors LLC 3.273 0
2025-08-14 13F Wells Fargo & Company/mn 55.722.992 3,36 5.527.721 3,65
2025-08-07 13F Traynor Capital Management, Inc. 5.104 32,92 504 32,98
2025-08-06 13F Nvwm, Llc 18.139 15,51 1.799 15,84
2025-08-11 13F Pineridge Advisors LLC 49 2,08 5 0,00
2025-08-11 13F One Capital Management, LLC 45.874 46,60 4.551 47,01
2025-07-23 13F Intergy Private Wealth, LLC 35.895 2,00 3.561 2,30
2025-07-14 13F Farmers & Merchants Investments Inc 72.091 1,08 7.151 1,36
2025-07-24 13F Leo Wealth, LLC 5.034 499
2025-07-15 13F Financial Partners Group, Inc 164.957 16.364
2025-07-23 13F Somnio Financial Group, LLC 123.241 9,09 12.225 11,67
2025-08-11 13F Insight 2811, Inc. 180.113 8,36 17.867 8,67
2025-08-11 13F Midwest Professional Planners, LTD. 56.091 2,62 5.564 2,92
2025-08-04 13F Continental Investors Services, Inc. 34.569 7,72 3.447 8,67
2025-08-14 13F Mercer Global Advisors Inc /adv 28.284.420 8,12 2.805.815 8,43
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial 7.131.823 13,34 707.477 13,66
2025-07-15 13F Garrett Investment Advisors LLC 29.463 0,83 2.923 1,11
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 1.239.231 5,43 123 5,17
2025-07-24 13F rebel Financial LLC 131.214 13.016
2025-07-25 13F Summa Corp. 7.050 2,17 699 2,49
2025-08-14 13F Financial Engines Advisors L.L.C. 370.441 121,51 36.748 122,15
2025-07-24 13F Lee Financial Co 12.835 10,00 1.273 10,31
2025-08-12 13F EFG Asset Management (Americas) Corp. 33.064 3.280
2025-07-09 13F Taddei, Ludwig & Associates, Inc. 15.342 2,75 1.522 3,05
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 18.959.615 12,41 1.880.794 12,73
2025-07-18 13F TruNorth Capital Management, LLC 10.260 5,94 1.018 6,16
2025-07-31 13F Jackson Hole Capital Partners, LLC 73.751 0,76 7.316 1,05
2025-08-14 13F RMB Capital Management, LLC 13.736 6,17 1.363 6,49
2025-07-25 13F Joel Adams & Associates, Inc. 169.319 3,91 16.796 4,20
2025-08-15 13F Tower Research Capital LLC (TRC) 165.630 1.637,44 16.430 1.642,31
2025-07-08 13F Northstar Advisory Group, LLC 29.296 4,34 2.906 4,65
2025-08-27 NP ACEFX - Absolute Strategies Fund Institutional Shares 0 -100,00 0 -100,00
2025-05-14 13F Heritage Wealth Partners, LLC 2.131 211
2025-08-13 13F Victory Capital Management Inc 904.310 102,05 89.708 102,63
2025-07-15 13F North Star Investment Management Corp. 3.641 0,52 361 0,84
2025-08-11 13F Mosaic Advisors LLC 2.442 0,99 242 1,26
2025-07-24 13F M1 Capital Management LLC 4.732 16,75 469 17,25
2025-07-30 13F Roman Butler Fullerton & Co 2.545 251
2025-07-10 13F Clare Market Investments LLC 4.914 0,08 487 0,41
2025-07-31 13F Alamar Capital Management, LLC 62.242 10,37 6.174 10,68
2025-08-14 13F Horizon Investments, LLC 256.849 2,80 25.312 3,10
2025-08-13 13F Nicolet Bankshares Inc 8.325 826
2025-07-21 13F New Century Financial Group, LLC 17.271 240,92 1.713 241,92
2025-08-01 13F Ashton Thomas Private Wealth, LLC 99.057 84,65 9.826 85,19
2025-07-11 13F/A Umb Bank N A/mo 11.696 0,29 1.160 0,61
2025-08-14 13F Common Fund For Nonprofit Organizations 296.732 43,17 29.436 43,57
2025-08-11 13F Wealthgarden F.s. Llc 2.666 1,21 263 0,77
2025-07-29 13F Wingate Wealth Advisors, Inc. 29.843 461,17 2.960 462,74
2025-06-26 NP TCTKX - Transamerica ClearTrack 2025 R3 95.786 9.485
2025-08-13 13F Global Endowment Management, LP 136.465 57,62 13.537 58,07
2025-07-23 13F Cannon Wealth Management Services, LLC 41.984 3,06 4.165 4,13
2025-07-28 13F Toews Corp /adv 65.824 5,80 6.530 6,09
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 1.624 1,75 161 2,55
2025-08-14 13F Rock Point Advisors, LLC 8.145 13,92 808 14,14
2025-07-23 13F Optas, LLC 43.303 1,01 4.296 1,30
2025-07-25 13F Total Clarity Wealth Management, Inc. 2.433 11,86 241 14,76
2025-07-15 13F Td Private Client Wealth Llc 414.305 3,32 41.099 3,62
2025-08-14 13F/A Bank Julius Baer & Co. Ltd, Zurich 6.175 13,01 613 0,33
2025-07-30 13F Granite Harbor Advisors, Inc. 119.305 0,01 11.835 0,30
2025-07-10 13F Stonekeep Investments, LLC 37.633 1,26 3.733 1,55
2025-08-14 13F Main Street Financial Solutions, LLC 219.635 2,38 21.788 2,67
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 14.782 11,38 1.466 11,82
2025-07-22 13F Miracle Mile Advisors, LLC 358.901 14,31 35.603 14,63
2025-07-21 13F Synergy Financial Management, LLC 51.559 24,39 5.115 24,73
2025-07-30 13F Arbor Investment Advisors, LLC 399.132 1,03 39.594 1,32
2025-08-05 13F Huntington National Bank 10.391 1,47
2025-08-14 13F Financial Advisory Service, Inc. 5.390 1,56 535 1,91
2025-07-15 13F EWG Elevate Inc. 8.718 3,74 865 3,97
2025-08-14 13F Advisor OS, LLC 45.793 36,16 4.543 36,56
2025-07-29 NP SGPGX - SGI Prudent Growth Fund Class I Shares 54.600 17,85 5.356 16,49
2025-08-13 13F Cerity Partners LLC 6.704.353 7,33 665.072 7,64
2025-08-04 13F Cottage Street Advisors LLC 4.292 1,13 426 1,43
2025-07-23 13F Prime Capital Investment Advisors, LLC 3.199.109 52,43 317.352 52,86
2025-07-24 13F Us Bancorp \de\ 43.988.044 29,13 4.363.640 29,50
2025-07-30 13F Eqis Capital Management, Inc. 192.852 0,10 19.131 0,38
2025-07-23 13F Country Club Bank /gfn 5.415 2,85 535 3,08
2025-07-28 13F Aries Wealth Management 21.485 4,45 2.131 4,77
2025-07-31 13F MN Wealth Advisors, LLC 67.928 90,13 6.738 90,66
2025-08-08 13F Austin Wealth Management, LLC 24.394 2.406
2025-07-22 13F Mascoma Wealth Management LLC 489.256 3,02 48.534 3,31
2025-07-10 13F Exchange Traded Concepts, Llc 1.310.076 129.960
2025-07-21 13F Ascent Group, LLC 411.008 9,32 40.772 9,63
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2 1.650.000 79,35 163.680 79,86
2025-08-12 13F Intrepid Capital Management Inc 28.575 543,29 2.835 545,56
2025-08-14 13F TT Capital Management LLC 17.351 1.699
2025-08-07 13F Fountainhead AM, LLC 8.716 18,78 865 19,17
2025-08-11 13F Angeles Investment Advisors, LLC 259 26
2025-08-04 13F Noesis Capital Mangement Corp 2.784 276
2025-07-10 13F Strathmore Capital Advisors, Inc. 6.565 647
2025-07-09 13F Goelzer Investment Management, Inc. 3.378 3,97 335 4,36
2025-08-12 13F Atlas Capital Advisors Llc 836 67,20 83 67,35
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 181.763 10,04 18.031 10,35
2025-07-17 13F Melfa Wealth Management, Llc 6.373 4,17 632 4,46
2025-08-14 13F LifePlan Investment Advisors, Inc. 111.656 1,14 11.076 1,43
2025-07-22 13F Glassy Mountain Advisors, Inc. 84.161 2,82 8.349 3,10
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 4.731 57,28 469 57,91
2025-08-01 13F Yukon Wealth Management, Inc. 11.277 9,93 1.119 10,26
2025-07-25 13F Sharp Financial Services, LLC 115.935 16,30 11.501 16,62
2025-07-30 13F MEMBERS Trust Co 5.452.801 2,45 540.918 2,74
2025-07-09 13F First Bank & Trust 294.184 6,29 29.183 6,59
2025-07-29 13F Riverbend Wealth Management, LLC 3.197 317
2025-08-07 13F Weil Company, Inc. 9.175 60,46 910 61,06
2025-08-07 13F Resources Investment Advisors, LLC. 85.926 26,26 8.524 26,62
2025-07-28 13F Founders Grove Wealth Partners, Llc 21.098 2.093
2025-08-14 13F Boston Private Wealth Llc 616.915 61.198
2025-08-12 13F O'shaughnessy Asset Management, Llc 2.001.439 13,96 198.543 14,28
2025-08-04 13F BLB&B Advisors, LLC 667.470 4,65 66.213 4,94
2025-08-13 13F ARGI Investment Services, LLC 100.671 48,12 9.987 48,53
2025-08-12 13F Franklin Resources Inc 694.167 0,60 68.861 0,88
2025-08-19 13F Anchor Investment Management, LLC 2.750 221,26 273 223,81
2025-07-29 13F Empirical Asset Management, LLC 17.217 1,94 1.708 2,22
2025-08-12 13F Archer Investment Corp 938 0,11 93 1,09
2025-08-08 13F Brickley Wealth Management 3.511 8,60 348 9,09
2025-08-14 13F Paloma Partners Management Co 91.629 9.090
2025-07-23 13F Woodside Wealth Management LLC 6.137 2,08 609 2,36
2025-08-13 13F Congress Wealth Management LLC / DE / 172.567 83,41 17.119 83,97
2025-08-18 13F/A Westwood Holdings Group Inc 131.825 8,05 13.077 8,36
2025-07-09 13F Pallas Capital Advisors LLC 7.244 0,14 719 0,42
2025-07-31 13F CVA Family Office, LLC 105.264 13,02 10.442 13,34
2025-08-04 13F AlphaStar Capital Management, LLC 12.271 1.217
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 3.987.632 0,99 395.573 1,28
2025-07-08 13F Braun-Bostich & Associates Inc. 2.657 3,63 264 3,95
2025-07-10 13F Redhawk Wealth Advisors, Inc. 2.215 0,32 220 0,46
2025-08-14 13F Newport Capital Group, LLC 45.125 4,73 4.476 5,02
2025-08-01 13F Redwood Park Advisors LLC 65.824 4,80 6.530 5,09
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 17.283 8,99 1.714 9,31
2025-08-25 NP MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I 138.163 12,45 13.706 12,76
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 959.866 25,28 95.219 25,87
2025-08-13 13F Kilter Group LLC 2 0
2025-07-10 13F Orgel Wealth Management, LLC 8.017 34,49 795 34,97
2025-08-07 13F Zions Bancorporation, National Association /ut/ 560.320 14,13 55.584 14,46
2025-08-14 13F Sunbelt Securities, Inc. 7.279 38,04 705 35,32
2025-08-13 13F WCG Wealth Advisors LLC 57.958 5.749
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 9.463 9,93 939 10,22
2025-08-14 13F Potentia Wealth 2.175 216
2025-08-12 13F Pettyjohn, Wood & White, Inc 27.172 5,80 2.695 6,10
2025-07-29 13F Stephens Inc /ar/ 176.258 100,61 17.485 101,17
2025-08-08 13F Compass Financial Services Inc 655 2.239,29 65 3.150,00
2025-06-26 NP TCTTX - Transamerica ClearTrack 2045 R3 11.936 1.182
2025-07-24 13F IFP Advisors, Inc 110.854 50,34 10.997 50,77
2025-07-25 13F Hemington Wealth Management 4.719 18,51 0
2025-07-15 13F Maseco Llp 4.768 473
2025-08-11 13F PAX Financial Group, LLC 5.796 0,64 575 0,88
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 655 7,55 65 8,33
2025-05-02 13F MB Generational Wealth, LLC 3.417 338
2025-07-21 13F Financial Services Advisory Inc 10.039 21,20 996 21,49
2025-07-10 13F Legacy Financial Strategies, LLC 399.164 0,51 39.597 0,80
2025-07-29 13F Balboa Wealth Partners 17.882 33,14 1.774 33,51
2025-07-01 13F Private Client Services, Llc 38.052 68,29 3.775 68,78
2025-08-15 13F Brooks, Moore & Associates, Inc. 12.600 1,61 1.243 1,31
2025-08-12 13F PSI Advisors, LLC 3.227 375,26 320 377,61
2025-07-15 13F Fort Henry Capital, LLC 277.071 0,61 27.485 0,90
2025-07-16 13F Novem Group 2.367 9,79 235 9,86
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 2.599.863 5,14 64 -17,11
2025-08-15 13F Equitable Holdings, Inc. 403.906 1,81 40.067 2,09
2025-08-06 13F Genus Capital Management Inc. 175.340 0,61 17.394 0,90
2025-08-14 13F Stonehaven Wealth & Tax Solutions, Llc 77.459 4,04 7.684 4,33
2025-08-14 13F Glenview Trust Co 50.728 5,41 5.032 5,71
2025-08-28 13F/A Lavaca Capital Llc Call 1.200 119
2025-07-18 13F Dogwood Wealth Management LLC 191 19
2025-08-07 13F Wealth Forward, LLC 2.346 233
2025-08-14 13F Mariner, LLC 9.817.500 6,27 973.829 6,57
2025-07-28 13F RFG Advisory, LLC 80.637 271,72 7.999 272,91
2025-07-14 13F Narus Financial Partners, LLC 19.278 0,93 1.912 1,22
2025-07-31 13F Prentice Wealth Management LLC 497.468 31,72 49.349 32,09
2025-07-15 13F LVZ Advisors, Inc. 332.569 0,73 32.991 1,01
2025-08-07 13F Summit X, LLC 4.018 0,35 399 0,51
2025-08-11 13F Principal Securities, Inc. 1.207.095 14,70 119.744 17,42
2025-07-18 13F Childress Capital Advisors, Llc 8.430 1,20 836 1,46
2025-08-04 13F Simon Quick Advisors, Llc 12.228 3,14 1.213 3,50
2025-08-07 13F Alpha Financial Advisors, LLC 13.734 12,26 1.362 12,56
2025-08-12 13F Blueprint Financial Advisors LLC 49.113 4.872
2025-07-15 13F Attessa Capital LLC 6.453 62,18 640 62,85
2025-08-12 13F Summit Global Investments 596.703 3,20 59 3,51
2025-07-17 13F LifeGoal Wealth Advisors 12.794 10,53 1.269 10,83
2025-07-30 13F Bleakley Financial Group, LLC 18.312 1.817
2025-08-01 13F Motco 688 377,78 68 378,57
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 2.715.848 42,01 269.412 42,41
2025-08-08 13F Smithfield Trust Co 323.173 4,22 32 6,67
2025-07-09 13F Lineweaver Wealth Advisors, LLC 278.026 7,52 27.580 7,82
2025-09-03 13F American Trust 6.878 682
2025-08-14 13F Goldman Sachs Group Inc Put 100.000 9.920
2025-07-21 13F Warner Financial, Inc 6.775 0,04 1
2025-07-30 13F Berkeley Capital Partners, LLC 6.177 0,82 613 0,99
2025-07-08 13F Dover Advisors, Llc 5.166 512
2025-07-30 13F Fairway Wealth LLC 25.849 0,76 2.564 1,06
2025-07-15 13F Peddock Capital Advisors, Llc 136.268 1,72 13.518 2,01
2025-07-15 13F Kelly Financial Group Llc 185.781 5,86 18.429 6,16
2025-07-17 13F Fifth Third Securities, Inc. 106.915 2,01 10.606 2,31
2025-07-10 13F Sunflower Bank, N.A. 553.090 6,14 54.867 6,44
2025-08-12 13F Atlantic Family Wealth, Llc 6.982 25,69 693 26,05
2025-07-18 13F Northeast Financial Group, Inc. 65.959 18,36 6.543 18,70
2025-07-08 13F Juncture Wealth Strategies, Llc 80.677 2,41 8.003 2,69
2025-08-11 13F Retirement Capital Strategies 175.616 74,56 17.421 75,07
2025-07-22 13F Vested Financial Planning, LLC 6.417 2,12 637 2,42
2025-07-09 13F Intelligence Driven Advisers, LLC 17.871 6,41 1.773 6,68
2025-08-13 13F Daner Wealth Management, LLC 2.350 233
2025-08-13 13F StoneX Group Inc. 51.281 6,02 5.087 6,33
2025-05-21 13F CBM Financial, LLC 60.957 5.949
2025-08-05 13F Financial Sense Advisors, Inc. 3.771 1,89 374 2,19
2025-07-21 13F Pflug Koory, LLC 852 0,95 84 1,20
2025-07-23 13F Columbus Macro, LLC 90.745 27,09 9.002 27,44
2025-08-07 13F CENTRAL TRUST Co 14.039 457,77 1.393 461,29
2025-08-11 13F Traub Capital Management LLC 2.755 273
2025-08-06 13F Aspect Partners, LLC 43.231 8,55 4.289 8,86
2025-07-28 13F Sagespring Wealth Partners, Llc 24.538.059 0,00 105.127 0,32
2025-07-22 13F Net Worth Advisory Group 22.209 26,17 2.203 26,54
2025-08-07 13F Prairieview Wealth Partners, Llc 134.971 3,63 13.389 3,92
2025-07-31 13F Carnegie Capital Asset Management, LLC 7.042 13,23 699 14,43
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 2.448 31,40 0
2025-08-25 13F Silverlake Wealth Management Llc 3.225 320
2025-08-01 13F Transcend Wealth Collective, Llc 7.141 4,37 708 4,73
2025-08-12 13F Jpmorgan Chase & Co 10.997.880 12,13 1.090.990 12,45
2025-08-05 13F Optivise Advisory Services LLC 27.757 74,25 2.753 74,79
2025-07-28 13F Cornerstone Wealth Group, LLC 555.983 13,81 55.153 14,13
2025-08-11 13F Brass Tax Wealth Management, Inc 56.104 12,69 5.566 12,99
2025-07-24 13F McKinley Carter Wealth Services, Inc. 643.508 2,53 63.836 2,82
2025-07-18 13F Precision Wealth Strategies, LLC 2.420 240
2025-07-23 13F Indiana Trust & Investment Management CO 1.822 80,57 181 81,82
2025-07-17 13F SC&H Financial Advisors, Inc. 22.357 6,33 2.218 6,64
2025-07-23 13F Dohj, Llc 73.506 31,27 7.182 29,67
2025-07-18 13F Truist Financial Corp 6.935.731 3,58 688.025 3,87
2025-07-10 13F American Financial Advisors, LLC 3.212 0,69 319 0,95
2025-08-14 13F Integrated Investment Consultants, LLC 19.601 2,39 1.944 2,69
2025-08-14 13F Voya Investment Management Llc 799.931 3,81 79.353 4,10
2025-08-06 13F Atlas Legacy Advisors, LLC 4.693 1,71 466 1,97
2025-07-15 13F LeConte Wealth Management, LLC 59.747 71,76 5.927 72,27
2025-07-15 13F James J. Burns & Company, LLC 161.365 5,44 16.007 5,74
2025-07-25 13F Concord Wealth Partners 1.079 70,19 107 72,58
2025-06-26 NP TCTZX - Transamerica ClearTrack Retirement Income R3 185.443 18.363
2025-08-04 13F Premier Path Wealth Partners, LLC 10.319 71,78 1.024 72,22
2025-08-27 13F/A Brinker Capital Investments, LLC 930.317 26,54 92.287 26,90
2025-07-31 13F Hoge Financial Services, Llc 8.328 826
2025-08-04 13F Ledyard National Bank 8.879 14,26 881 14,58
2025-08-14 13F Kovitz Investment Group Partners, LLC 417.263 272,16 41.393 273,24
2025-07-10 13F Aua Capital Management, Llc 24.959 0,02 2.476 0,28
2025-08-14 13F Waterway Wealth Management, LLC 2.265 225
2025-08-05 13F Plante Moran Financial Advisors, LLC 315 104,55 31 106,67
2025-08-04 13F Center for Financial Planning, Inc. 964.448 1,09 95.673 1,37
2025-08-05 13F Harel Insurance Investments & Financial Services Ltd. 2.233 9,30 0
2025-07-16 13F GoalFusion Wealth Management, LLC 483.280 1,97 47.941 2,26
2025-08-04 13F Pensionmark Financial Group, Llc 282.254 6,11 28.000 6,41
2025-08-11 13F Rothschild Investment Llc 2.339 2,99 232 3,57
2025-08-14 13F Cardiff Park Advisors, Llc 1.656 0,85 164 1,23
2025-08-06 13F/A Flagship Private Wealth, LLC 38.682 19,34 3.837 19,68
2025-08-12 13F Richard W. Paul & Associates, LLC 123.041 2,30 12.206 2,58
2025-04-18 13F Wolf Group Capital Advisors 36.695 177,19 3.630 180,02
2025-07-08 13F Ehrlich Financial Group 2.288 3,02 227 3,20
2025-07-29 13F Planned Solutions, Inc. 6.293 0,74 624 1,13
2025-08-14 13F Coastal Bridge Advisors, LLC 3.655 8,72 363 9,04
2025-07-03 13F Fiduciary Financial Group, Llc 8.264 7,46 816 9,24
2025-07-23 13F Vontobel Holding Ltd. 4.805 6,90 477 7,21
2025-08-13 13F Legacy Capital Wealth Partners, LLC 3.730 0,57 370 1,09
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 56.280 1,03 5.583 1,32
2025-08-12 13F/A Boston Partners 43.164 2,07
2025-08-11 13F CFS Investment Advisory Services, LLC 95.559 7,98 9 12,50
2025-07-11 13F LongView Wealth Management 15.497 22,07 1.537 22,47
2025-08-08 13F Croban 28.170 9,62 2.794 9,96
2025-07-31 13F Oppenheimer & Co Inc 104.367 10,38 10.353 10,69
2025-07-31 13F Richards, Merrill & Peterson, Inc. 1.842 4,24 183 4,60
2025-07-07 13F Nova Wealth Management, Inc. 13 1
2025-07-21 13F Atwater Malick LLC 20.597 1,05 2.043 1,34
2025-07-29 13F Arista Wealth Management, LLC 38.680 3,55 3.837 3,84
2025-03-27 NP TCTOX - Transamerica ClearTrack 2055 Class R1 726 57,14 71 55,56
2025-07-15 13F Palumbo Wealth Management LLC 2.180 216
2025-07-31 13F Moloney Securities Asset Management, LLC 5.457 29,37 541 29,74
2025-08-12 13F Coldstream Capital Management Inc 884.376 262,48 87.730 263,51
2025-08-05 13F Bank of New York Mellon Corp 5.317.301 6,54 527.476 6,84
2025-08-13 13F Jones Financial Companies Lllp 145.385.703 4,88 14.364.591 4,95
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 3.019 125,97 299 126,52
2025-08-07 13F Alpha Cubed Investments, LLC 14.517 93,10 1.440 93,81
2025-07-08 13F Granite Bay Wealth Management, LLC 29.102 6,82 3 0,00
2025-07-17 13F Vermillion Wealth Management, Inc. 232 0,87 23 4,55
2025-08-12 13F AlphaCore Capital LLC 3.432 741,18 340 750,00
2025-08-14 13F Wick Capital Partners, LLC 11.983 488,56 202 0,50
2025-08-11 13F Strategic Wealth Partners, Ltd. 12.337 46,02 1.224 48,78
2025-08-13 13F Schroder Investment Management Group 163.852 3,10 16.189 3,17
2025-07-30 13F Patten Group, Inc. 23.508 5,97 2.332 6,24
2025-08-11 13F Farrow Financial Inc. 4.165 7,76 413 8,12
2025-08-04 13F Linscomb & Williams, Inc. 64.063 0,10 6.355 0,39
2025-08-08 13F eCIO, Inc. 381.936 3,41 37.888 3,70
2025-07-22 13F Steele Capital Management, Inc. 810.494 0,85 80.401 1,13
2025-07-30 13F Whittier Trust Co 92.050 39,70 9.131 40,11
2025-08-07 13F Addison Advisors LLC 110.957 3,74 11.007 4,03
2025-07-30 13F Lionsbridge Wealth Management LLC 66.944 3,39 6.641 3,69
2025-08-14 13F Citadel Advisors Llc Call 17.200 218,52 1.706 219,48
2025-08-13 13F Continuum Advisory, LLC 5.191 21,88 515 22,09
2025-07-15 13F Fortitude Family Office, LLC 130 13
2025-07-29 13F Orin Green Financial, LLC 8.675 7,19 861 9,28
2025-03-27 NP TRNTX - Transamerica ClearTrack 2050 R1 4.354 28,29 424 26,95
2025-07-16 13F Register Financial Advisors LLC 17.201 9,47 1.706 9,78
2025-07-21 13F Sovereign Investment Advisors, LLC 67.620 4,80 6.708 6,14
2025-07-31 13F Cadinha & Co Llc 2.631 0,04 261 0,00
2025-07-10 13F Affiance Financial, LLC 734.676 12,59 72.880 12,91
2025-08-08 13F Passaic Partners LLC 408.903 38,61 40.563 39,00
2025-08-14 13F Fort Point Capital Partners LLC 390.114 3,17 38.699 3,47
2025-07-17 13F Lazari Capital Management, Inc. 19.401 2,26 1.925 2,56
2025-07-23 NP IRSMX - Voya Target Retirement 2030 Fund Class I 206.255 2,85 20.234 1,65
2025-07-11 13F Grove Bank & Trust 56.217 2,40 5.577 2,69
2025-07-18 13F Vicus Capital 423.355 1,34 41.997 1,62
2025-08-14 13F Premier Financial Group 7 1
2025-08-05 13F Pointe Capital Management LLC 9.827 4,82 975 5,07
2025-07-18 13F SigFig Wealth Management, LLC 3.155.331 2,02 311.747 2,22
2025-07-24 13F Boomfish Wealth Group, LLC 70.860 6,61 7.029 6,92
2025-08-13 13F Ally Invest Advisors Inc. 163.385 5,48 16.208 5,78
2025-07-14 13F Lewis Asset Management, LLC 3.513 348
2025-08-15 13F Keel Point, LLC 420.922 1,46 41.755 1,74
2025-08-12 13F Jaffetilchin Investment Partners, LLC 44.127 0,29 4.377 0,57
2025-07-15 13F Compagnie Lombard Odier SCmA 43.800 0,46 4.345 0,74
2025-08-14 13F Summit Trail Advisors, Llc 397.534 39.435
2025-07-29 13F Ballast, Inc. 42.838 134,88 4.250 135,53
2025-07-25 NP UCMCX - Cornerstone Moderately Conservative Fund 59.632 0,85 5.850 -0,32
2025-08-11 13F Pinnacle Financial Group, LLC / IL 67.322 2,44 6.678 2,72
2025-07-31 13F Cosner Financial Group, LLC 88.874 12,43 8.816 12,75
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