Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF includono Maseco Llp, Concord Asset Management, LLC/VA, Abacus Planning Group, Inc., Sentinel Wealth Management, Inc., Northern Trust Corp, Abacus Wealth Partners, LLC, Mariner, LLC, Summit Wealth Group Llc / Co, Parkwoods Wealth Partners, LLC, Fonville Wealth Management LLC, Legacy Capital Wealth Partners, LLC, rebel Financial LLC, Exchange Traded Concepts, Llc, J.w. Cole Advisors, Inc., Kelly Financial Group Llc, Advyzon Investment Management, LLC, Midwest Trust Co, XTX Topco Ltd, Diversify Advisory Services, LLC, e Retirement Wealth Solutions 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Awm Capital, Llc | 157.584 | 9,32 | 7.566 | 10,45 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 379.075 | 8,59 | 18.199 | 9,72 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 55.603 | 127,04 | 2.670 | 129,49 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 66.385 | 11,23 | 3.187 | 12,38 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 46.308 | 4,96 | 2.223 | 6,06 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 18.793 | 174,11 | 902 | 177,54 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 62.960 | 0,05 | 3.016 | 0,84 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 14.880 | 1,40 | 707 | 2,91 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.938.383 | 31,22 | 93.062 | 32,57 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8.633 | 200,07 | 414 | 204,41 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5.179 | 21,57 | 248 | 22,77 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 44.471 | 5,69 | 2.135 | 6,80 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 307.781 | 13,37 | 14.777 | 14,54 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 5.029 | 2,42 | 241 | 3,43 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 856 | 41 | ||||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 36.411 | 2 | ||||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 109.915 | 15,55 | 5.277 | 16,75 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 30.909 | 10,92 | 1.484 | 12,01 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 79.588 | 97,78 | 3.821 | 99,84 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 212.183 | 1,93 | 10.187 | 2,87 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 58.177 | 12,53 | 2.793 | 13,72 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 99.067 | 6,66 | 4.756 | 7,77 | ||||
| 2025-08-07 | 13F | Nwam Llc | 16.380 | 3,98 | 785 | 4,95 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 36.087 | 16,84 | 1.733 | 18,06 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1.973 | 1.361,48 | 95 | 1.466,67 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 1.156.115 | 0,68 | 55.505 | 1,72 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2.541 | 6,05 | 122 | 7,08 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 49.004 | 15,99 | 2.353 | 17,19 | ||||
| 2025-06-03 | 13F | Invst, LLC | 38.872 | 64,76 | 1.847 | 67,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 58.109 | 63,96 | 2.790 | 65,62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 314.963 | 22,79 | 15.121 | 24,06 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 651.308 | 15,42 | 31.269 | 16,61 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 3.750 | 476,92 | 180 | 500,00 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 49.318 | 6,45 | 2.368 | 7,54 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 162.174 | 6,02 | 7.786 | 7,11 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 69.337 | 34,43 | 3.329 | 35,78 | ||||
| 2025-07-15 | 13F | Maseco Llp | 564.786 | 27.118 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 701.192 | 54,56 | 34 | 57,14 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 153.217 | 5,81 | 7.356 | 6,89 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 15.712 | 18,06 | 754 | 19,30 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 4.961 | 0,61 | 238 | 1,71 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 77.383 | 3.715 | ||||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 56.252 | 27,86 | 2.701 | 29,19 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 35.342 | 4,52 | 1.697 | 5,60 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 462.723 | 3,38 | 22.174 | 5,98 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 959.885 | 4,52 | 46.084 | 5,60 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 9.095 | 20,29 | 437 | 21,45 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 13.922 | 3,04 | 668 | 4,05 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 16.297 | 36,41 | 782 | 37,92 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.019.698 | 5,34 | 49 | 6,67 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 4.719 | 10,28 | 227 | 11,33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 427.062 | 0,03 | 20.503 | 1,06 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 21.134 | 0,49 | 1.014 | 1,40 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.673 | 1,39 | 80 | 3,90 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3.068.288 | 5,15 | 147.309 | 6,24 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 18.076 | 40,49 | 868 | 41,90 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 418 | 20 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4.861 | 1.007,29 | 233 | 1.065,00 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 1.192.294 | 9,80 | 57.242 | 10,93 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 137.281 | 2,31 | 6.591 | 3,36 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 91.243 | 19,62 | 4.381 | 20,86 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 75.908 | 8,33 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 210.743 | 27,91 | 10.118 | 29,22 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 115.006 | 43,55 | 5.521 | 45,02 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 9.741 | 468 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1.687 | 29,47 | 81 | 31,15 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 11.487 | 21,03 | 552 | 22,17 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 4.855 | 13,54 | 233 | 14,78 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 155.266 | 364,12 | 7.454 | 369,10 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 263.924 | 2,91 | 12.671 | 3,97 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 156.277 | 5,15 | 7.486 | 5,69 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 216.923 | 10,11 | 10.415 | 11,25 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 20.525 | 985 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 3.396.458 | 26,06 | 162.758 | 27,36 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 32.946 | 1,37 | 1.582 | 2,40 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 218.777 | 1,10 | 10.679 | 3,85 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 21.048 | 29,55 | 1.011 | 30,83 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 579.464 | 74,06 | 27.820 | 75,86 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.279.350 | 0,33 | 61.422 | 1,37 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 96.894 | 95,28 | 4.652 | 97,24 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4.264 | 0,66 | 205 | 1,49 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 568.872 | 1,96 | 27 | 3,85 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 107.297 | 32,77 | 5.151 | 33,83 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 74.162 | 92,73 | 3.561 | 94,75 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 35.769 | 6,24 | 1.717 | 7,38 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 41.160 | 53,88 | 1.976 | 55,47 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 100.006 | 12,98 | 4.801 | 14,15 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 189.672 | 11,34 | 9.099 | 12,39 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 | 0 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 155.482 | 7,04 | 7.465 | 8,14 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 88.974 | 120,11 | 4.272 | 122,45 | ||||
| 2025-08-05 | 13F | Burney Co/ | 149.506 | 34,52 | 7.178 | 35,90 | ||||
| 2025-07-14 | 13F | Friday Financial | 146.213 | 8,18 | 7.020 | 9,18 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 99.085 | 21,61 | 4.757 | 22,89 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 479.978 | 21,97 | 23.044 | 23,22 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3.683.265 | 1,46 | 176.834 | 2,50 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 55.133 | 7,13 | 2.647 | 8,22 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 5.323 | 256 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 81.477 | 16,87 | 3.872 | 18,45 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 137.161 | 4,15 | 6.585 | 5,23 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 268.192 | 9,45 | 12.876 | 10,58 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 35.168 | 1.688 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 67.230 | 13,55 | 3 | 50,00 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 17.668 | 9,16 | 848 | 10,27 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 19.875 | 75,71 | 954 | 77,65 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 342.569 | 191,38 | 16.447 | 194,41 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 102.700 | 11,91 | 4.931 | 13,05 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 164.361 | 1,84 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3.039 | 48,61 | 146 | 49,48 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 264.427 | 5,67 | 12.685 | 6,67 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 729 | 35 | ||||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 2.853 | 1,10 | 137 | 1,49 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 369.278 | 0,08 | 17.729 | 1,12 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 105.407 | 31,04 | 5.061 | 32,39 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 46.331 | 2 | ||||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 891.335 | 28,85 | 42.793 | 30,18 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2.065 | 1,67 | 99 | 3,13 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 374.223 | 6,41 | 17.966 | 7,50 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 78.049 | 2,42 | 3.747 | 3,48 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 217.398 | 63,25 | 10.437 | 64,93 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 285.564 | 82,97 | 13.710 | 84,86 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 131.198 | 258,84 | 6.299 | 262,58 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 5.815 | 279 | ||||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 47.091 | 12,62 | 2.261 | 13,74 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 280.649 | 4,69 | 13.474 | 5,77 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1.356.806 | 2,90 | 65.140 | 3,96 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3.396 | 63,74 | 163 | 66,33 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 32.471 | 33,32 | 1.559 | 34,66 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 573.500 | 110,09 | 27.534 | 112,25 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 354.695 | 7,05 | 17.016 | 7,92 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 344 | 17 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3.896.787 | 11,86 | 187.083 | 13,01 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 83.916 | 1,49 | 4.029 | 2,55 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 33.931 | 23,55 | 1.629 | 24,83 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 155.234 | 45,79 | 7.453 | 47,30 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 164.909 | 3,88 | 7.917 | 4,96 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 10.760 | 84,88 | 517 | 86,96 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4.378 | 211 | ||||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 293.785 | 6,35 | 14.105 | 7,44 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 143.670 | 1,79 | 6.898 | 2,85 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 35.904 | 285,24 | 1.724 | 289,82 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 7.029 | 337 | ||||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 127.165 | 20,26 | 6.105 | 21,52 | ||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 118.755 | 5.701 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5.465 | 262 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 105.237 | 4,12 | 5.052 | 5,18 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 4.383 | 210 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 2 | 0 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 173.709 | 4,20 | 8.328 | 5,11 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 11.551 | 2,85 | 555 | 3,94 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 23.193 | 10,00 | 1.113 | 11,19 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 21.393 | 46,82 | 1.027 | 48,41 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 15.526 | 745 | ||||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 92.577 | 23,02 | 4.445 | 24,31 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 185.796 | 0,35 | 9 | 0,00 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 68.576 | 67,42 | 3.292 | 69,17 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 81.610 | 1,93 | 3.918 | 3,00 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 13.813 | 26,35 | 663 | 27,50 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 372.779 | 3,23 | 17.897 | 4,29 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 39.952 | 539,85 | 1.918 | 547,97 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 7.897 | 0,88 | 379 | 2,16 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 7.261 | 0,01 | 349 | 0,87 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 7.935 | 381 | ||||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 411.727 | 5,19 | 19.767 | 6,27 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 26.115 | 1.254 | ||||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 413.466 | 5,00 | 19.801 | 5,79 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 188.990 | 11,88 | 9.073 | 13,03 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 375.453 | 18,11 | 18.026 | 19,32 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 360.829 | 3,53 | 17.323 | 4,59 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 13.132 | 38,61 | 630 | 40,00 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 56.733 | 7,86 | 2.724 | 8,96 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 9.002 | 432 | ||||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 179.989 | 3,94 | 8.641 | 5,02 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 929.564 | 4,21 | 44.628 | 5,29 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5.276 | 2,21 | 253 | 3,27 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 13.278 | 3,23 | 637 | 5,81 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 245.823 | 20,32 | 11.802 | 21,56 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 153 | 7 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 30.006 | 413,27 | 1 | |||||
| 2025-07-18 | 13F | Fmb Wealth Management | 103.006 | 5,08 | 4.945 | 6,16 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 14.582 | 1,60 | 702 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 52.429 | 1,31 | 2.517 | 2,36 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 7.933 | 68,68 | 381 | 71,95 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 956.818 | 3,17 | 45.937 | 4,23 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 63.855 | 5,18 | 3.066 | 6,24 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 127.592 | 0,15 | 6.126 | 1,17 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 248.180 | 3,76 | 11.915 | 4,83 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 132.101 | 9,64 | 6.342 | 10,74 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 930 | 45 | ||||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 259.549 | 0,80 | 12.461 | 1,83 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 760.536 | 192.929,44 | 36.513 | 40,07 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 6.562 | 46,93 | 315 | 48,58 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 134.630 | 5,54 | 6.464 | 6,63 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 1.242.440 | 4,47 | 59.650 | 5,55 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 50.068 | 10,41 | 2.404 | 11,56 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 744.424 | 35.636 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3.660.989 | 20,68 | 175.764 | 21,92 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 7.329 | 0,18 | 352 | 1,45 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 236.529 | 6,41 | 11.356 | 7,51 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 605.612 | 29.075 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 5.212 | 250 | ||||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 8.154 | 37,02 | 0 | |||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 19.301 | 36,15 | 927 | 37,59 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 11.159 | 3,19 | 536 | 4,29 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 160.230 | 402,84 | 7.693 | 408,06 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 31.516 | 69,26 | 1.513 | 71,15 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 5.118 | 246 | ||||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 271.412 | 6,05 | 13 | 8,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 5.847 | 281 | ||||||
| 2025-07-16 | 13F | Five Oceans Advisors | 56.440 | 7,21 | 2.710 | 8,32 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 210.743 | 10.118 | ||||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 44.625 | 10,35 | 2.142 | 11,50 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 148.489 | 40,74 | 7.129 | 42,19 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 8.253 | 36,39 | 396 | 37,98 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 933.135 | 13,03 | 44.800 | 14,19 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 25.911 | 2,96 | 1.244 | 4,02 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 213.359 | 40,57 | 10.243 | 43,96 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 4.833 | 1,26 | 229 | 2,69 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 123.815 | 1,56 | 5.971 | 3,06 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 151.836 | 37,62 | 7.290 | 39,05 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 481.515 | 11,92 | 23.118 | 13,07 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 34.558 | 93,80 | 1.659 | 95,87 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 47.883 | 51,92 | 2.299 | 53,51 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 90.786 | 12,59 | 4 | 33,33 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 2.325.952 | 2,68 | 111.669 | 3,74 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 561 | 0,90 | 27 | 0,00 |
