Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Dimensional ETF Trust - Dimensional Core Fixed Income ETF comprennent True Link Financial Advisors, LLC, Concord Asset Management, LLC/VA, Beacon Harbor Wealth Advisors, Inc., Summit Wealth Group Llc / Co, Northern Trust Corp, rebel Financial LLC, Fiduciary Alliance LLC, Sei Investments Co, Keb Asset Management, Llc, DDD Partners, LLC, Destination Wealth Management, Jacobi Capital Management LLC, Legacy Capital Wealth Partners, LLC, Exchange Traded Concepts, Llc, Pnc Financial Services Group, Inc., CoreCap Advisors, LLC, Kilter Group LLC, Salem Investment Counselors Inc, et First PREMIER Bank .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 608 210 | 5,39 | 26 | 4,17 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 34 402 | 0,05 | 1 454 | 0,48 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 6 793 | 1,25 | 287 | 1,77 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 405 103 | 5,16 | 17 120 | 5,66 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 13 222 | 0,46 | 559 | 0,90 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 113 392 | 1,89 | 4 769 | 3,85 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 227 808 | 4,43 | 9 627 | 4,93 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 1 474 842 | 9,56 | 62 327 | 10,09 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 124 869 | 1,85 | 5 277 | 2,33 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 198 224 | 1,50 | 8 377 | 1,97 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 2 823 753 | 119 332 | ||||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 217 370 | 4,02 | 9 186 | 4,52 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 22 303 | 0,85 | 943 | 1,29 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 070 | 59,70 | 45 | 60,71 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 151 753 | 0,89 | 6 413 | 1,38 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 14 430 | 41,87 | 610 | 42,62 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 218 813 | 14,14 | 9 247 | 14,68 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 20 080 | 269,59 | 849 | 271,93 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 28 131 | 1,16 | 1 189 | 1,63 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 17 019 | 4,03 | 719 | 4,51 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 27 343 | 2,10 | 1 156 | 2,58 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 638 947 | 26,38 | 26 919 | 29,01 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 5 758 | 243 | ||||||
| 2025-07-22 | 13F | Awm Capital, Llc | 19 927 | 0,54 | 842 | 1,08 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 18 428 | 18,55 | 779 | 21,37 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 11 512 852 | 1,85 | 486 533 | 2,34 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 178 694 | 683,23 | 7 552 | 687,38 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 7 968 | 60,35 | 337 | 61,54 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 1 361 482 | 2,11 | 57 536 | 2,60 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 106 571 | 8,39 | 4 504 | 8,90 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 7 563 | 17,64 | 320 | 18,15 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 107 088 | 7,95 | 4 526 | 8,46 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2 878 822 | 36,20 | 121 659 | 36,85 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 640 180 | 3,40 | 27 054 | 3,89 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 671 886 | 8,53 | 28 192 | 11,64 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 67 800 | 6,85 | 2 865 | 7,38 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 31 175 | 271,97 | 1 317 | 274,15 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 580 061 | 0,70 | 24 368 | 0,32 | ||||
| 2025-06-03 | 13F | Invst, LLC | 24 584 | 47,59 | 1 034 | 50,51 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 211 616 | 3,78 | 8 943 | 4,27 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 6 654 | 2,83 | 281 | 3,31 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 377 883 | 5,31 | 15 848 | 5,63 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 54 984 | 6,08 | 2 324 | 6,56 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 227 250 | 7,84 | 9 604 | 8,35 | ||||
| 2025-08-14 | 13F | Clg Llc | 107 818 | 4,89 | 4 556 | 5,39 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 106 481 | 2,23 | 4 500 | 2,72 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 21 837 | 0,63 | 923 | 1,10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 094 129 | 0,34 | 46 238 | 0,81 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 107 930 | 8,13 | 4 561 | 8,65 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 359 403 | 4,41 | 15 188 | 4,90 | ||||
| 2025-07-31 | 13F | City State Bank | 276 525 | 2,99 | 11 686 | 3,48 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 15 109 | 2,16 | 639 | 2,57 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 250 840 | 0,58 | 10 600 | 1,06 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 74 184 | 11,44 | 3 135 | 12,00 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 1 162 317 | 7,99 | 49 120 | 8,50 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 647 115 | 14,89 | 27 347 | 15,44 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 13 964 | 45,93 | 590 | 46,77 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 171 775 | 7 259 | ||||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 1 516 839 | 6,70 | 64 102 | 7,21 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 139 767 | 4,16 | 5 907 | 4,64 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 55 000 | 96,43 | 2 324 | 97,96 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 23 034 | 232,24 | 973 | 234,36 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 916 731 | 0,38 | 38 741 | 0,86 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 21 790 | 19,93 | 921 | 20,42 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 7 568 | 213,25 | 320 | 215,84 | ||||
| 2025-07-21 | 13F | 25 Llc | 12 820 | 3,80 | 542 | 4,24 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 2 148 340 | 5,28 | 90 252 | 6,22 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 237 617 | 9,96 | 10 042 | 10,47 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 2 451 980 | 3,35 | 104 | 4,04 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 99 549 | 4 207 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 1 352 097 | 9,64 | 57 140 | 10,17 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 203 973 | 3,00 | 8 620 | 3,48 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 13 445 | 68,38 | 568 | 69,55 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 286 228 | 5,22 | 12 096 | 5,72 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 22 676 | 1,44 | 958 | 1,91 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 609 627 | 0,14 | 25 763 | 0,61 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 1 006 961 | 2,91 | 42 554 | 3,40 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 127 857 | 5 403 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5 155 | 4,65 | 218 | 4,83 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 2 712 518 | 0,96 | 114 631 | 1,44 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 9 248 | 13,85 | 391 | 14,37 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 118 775 | 179,00 | 5 019 | 180,39 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 145 022 | 2,60 | 6 129 | 3,08 | ||||
| 2025-08-14 | 13F | Comerica Bank | 4 713 | 17,82 | 199 | 18,45 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 20 573 | 0,09 | 869 | 0,58 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 182 459 | 4,33 | 7 711 | 4,83 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 70 148 | 89,53 | 2 964 | 90,49 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 160 995 | 9,23 | 6 804 | 9,74 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 255 982 | 0,84 | 11 001 | 3,03 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 14 890 | 0,47 | 629 | 0,96 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 22 782 | 3,72 | 950 | 3,94 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 408 746 | 2,32 | 17 274 | 2,81 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 75 582 | 163,66 | 3 194 | 165,06 | ||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 34 945 | 0,75 | 1 477 | 1,23 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 127 848 | 56,25 | 5 403 | 56,99 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 30 929 | 1,28 | 1 307 | 1,79 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 92 253 | 5,45 | 3 899 | 5,95 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 14 884 | 100,51 | 629 | 101,28 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 38 334 | 156,98 | 1 620 | 158,21 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 348 620 | 11,39 | 14 775 | 12,39 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 60 705 | 101,05 | 2 565 | 102,13 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 51 122 | 2 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 2 338 | 32,77 | 99 | 32,43 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 36 536 | 1 544 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 620 998 | 22,25 | 26 243 | 22,83 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 138 221 | 35,45 | 5 841 | 36,09 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 56 | 0 | ||||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 11 272 | 15,92 | 476 | 16,38 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9 759 | 83,79 | 413 | 84,75 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 81 821 | 10,57 | 3 441 | 12,71 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 589 893 | 1,26 | 24 929 | 1,74 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 212 063 | 1,08 | 9 | 0,00 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 66 625 | 23,22 | 2 816 | 23,79 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 64 124 | 2 710 | ||||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 10 559 | 1,55 | 446 | 2,06 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 108 651 | 5,35 | 4 592 | 5,86 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 365 203 | 16,72 | 15 433 | 17,27 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 379 727 | 13,74 | 16 047 | 14,28 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 475 528 | 0,79 | 20 096 | 1,28 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 440 157 | 25,32 | 18 601 | 25,92 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 75 880 | 59,28 | 3 207 | 60,06 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 69 732 | 0,28 | 2 947 | 0,75 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 146 816 | 68,87 | 6 204 | 69,69 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 280 | 119,18 | 54 | 125,00 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 38 519 | 131,40 | 1 628 | 132,43 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 39 870 | 3,90 | 1 685 | 4,40 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 136 570 | 24,19 | 5 771 | 24,78 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 21 411 | 4,70 | 905 | 5,12 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 79 392 | 5,94 | 3 355 | 6,47 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 286 492 | 5,73 | 12 107 | 6,24 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 79 391 | 6,67 | 3 355 | 7,19 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2 794 | 118 | ||||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 127 971 | 0,69 | 5 370 | 0,45 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 110 | 5 | ||||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 406 639 | 1 141,84 | 17 185 | 1 147,93 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 912 879 | 5,10 | 38 578 | 5,60 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 66 149 | 10,33 | 2 795 | 10,87 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 683 067 | 10,57 | 28 866 | 11,10 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 161 396 | 0,07 | 6 821 | 0,55 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 477 748 | 106,72 | 20 190 | 107,71 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 93 363 | 24,90 | 3 946 | 25,92 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 468 741 | 0,77 | 19 809 | 1,25 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 50 653 | 24,99 | 2 141 | 25,29 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 329 237 | 6,44 | 13 914 | 6,94 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 26 872 | 3,52 | 1 136 | 4,03 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 72 | 3 | ||||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 153 954 | 0,92 | 6 506 | 1,40 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 455 667 | 5,63 | 19 256 | 6,13 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 288 803 | 1,74 | 12 205 | 2,22 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 5 310 | 224 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 559 | 235 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8 447 | 1,70 | 357 | 4,09 | ||||
| 2025-08-14 | 13F | UBS Group AG | 16 252 | 406 200,00 | 687 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 93 172 | 19,48 | 3 937 | 20,07 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 406 889 | 61,37 | 17 195 | 62,14 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 282 024 | 5,63 | 11 887 | 5,86 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 143 506 | 6,28 | 6 065 | 6,80 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 22 650 | 13,39 | 1 | |||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 13 897 | 1,12 | 584 | 0,69 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2 374 378 | 23,72 | 100 341 | 24,31 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 11 794 | 81,39 | 496 | 85,07 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17 859 | 755 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 3 037 152 | 1,24 | 128 350 | 1,72 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 13 554 | 6,35 | 573 | 6,72 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 731 207 | 1,39 | 30 901 | 1,87 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 682 530 | 4,71 | 28 844 | 5,21 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 53 493 | 1,68 | 2 260 | 2,12 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 44 000 | 525,80 | 1 859 | 530,17 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 241 427 | 4,38 | 10 | 11,11 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 7 250 | 10,69 | 306 | 11,27 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 69 216 | 28,24 | 2 925 | 28,85 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 786 000 | 0,70 | 33 216 | 1,18 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 8 067 | 0,14 | 341 | 0,59 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 171 578 | 2,52 | 7 251 | 3,00 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 294 699 | 7,00 | 12 454 | 7,51 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 451 495 | 4,30 | 19 080 | 4,80 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 434 | 18 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 458 811 | 1,95 | 19 | 5,56 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 37 167 | 0,42 | 1 571 | 0,90 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 498 018 | 5,48 | 21 046 | 5,98 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 161 032 | 3,88 | 6 805 | 4,37 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 2 037 414 | 6,48 | 86 101 | 6,99 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 343 110 | 7,18 | 14 500 | 7,38 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 138 994 | 4,53 | 5 874 | 5,03 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 10 905 | 0,04 | 461 | 0,44 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 52 625 | 16,46 | 2 224 | 17,00 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 8 035 | 0,11 | 340 | 0,59 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 506 461 | 7,47 | 21 403 | 7,99 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 5 336 | 1,85 | 225 | 2,27 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 7 189 | 304 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 33 562 | 8,44 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1 031 555 | 12,28 | 44 | 13,16 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 112 349 | 4,83 | 4 748 | 5,33 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 273 132 | 0,61 | 11 491 | 1,67 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 88 | 4 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1 491 156 | 1,45 | 63 016 | 1,93 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 216 509 | 1,91 | 9 150 | 2,40 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 356 717 | 18,12 | 15 075 | 18,68 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 81 408 | 19,27 | 3 | 50,00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 730 | 1,17 | 73 | 2,82 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10 527 | 0,30 | 445 | 0,68 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 134 328 | 113,92 | 5 677 | 114,92 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 13 796 | 0,69 | 583 | 1,39 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 266 053 | 10,70 | 11 243 | 11,23 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 97 740 | 17,65 | 4 131 | 18,20 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 152 668 | 9,44 | 6 451 | 9,95 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 119 413 | 6,83 | 5 046 | 7,34 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 18 302 | 0,82 | 775 | |||||
| 2025-08-07 | 13F | PFG Advisors | 148 369 | 0,72 | 6 270 | 1,21 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 2 502 325 | 3,02 | 105 748 | 3,51 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 105 236 | 0,38 | 4 447 | 0,86 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 413 606 | 9,97 | 17 479 | 10,49 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 325 910 | 5,53 | 13 773 | 6,03 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 7 983 | 26,84 | 337 | 27,65 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 45 187 | 13,77 | 1 910 | 16,47 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 84 813 | 47 018,33 | 3 584 | -25,69 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 59 269 | 0,99 | 2 505 | 1,46 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 11 932 | 1,20 | 504 | 1,82 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 37 201 | 1 572 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 5 068 | 0,28 | 0 | |||||
| 2025-08-14 | 13F | Sei Investments Co | 12 438 | 526 | ||||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 10 764 | 455 | ||||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 105 686 | 2,41 | 4 466 | 2,90 | ||||
| 2025-07-31 | 13F | DDD Partners, LLC | 10 480 | 443 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 36 997 | 1,72 | 1 563 | 2,22 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 35 726 | 50,62 | 1 510 | 51,35 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 274 299 | 44,43 | 11 592 | 45,12 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 19 466 | 10,41 | 1 | |||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 43 109 | 0,56 | 1 816 | 2,02 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 32 304 | 19,59 | 1 365 | 20,16 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 5 899 | 0,87 | 249 | 1,63 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 6 544 | 1,19 | 277 | 1,85 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 249 788 | 5,67 | 11 | 11,11 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 349 249 | 64,99 | 14 759 | 68,94 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 60 222 | 2 545 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 182 459 | 7 711 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 25 763 | 3,06 | 1 089 | 3,52 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 38 559 | 8,28 | 1 630 | 8,82 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 334 287 | 5,67 | 14 127 | 6,17 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 188 921 | 0,82 | 7 984 | 1,29 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 9 914 | 419 | ||||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 52 547 | 0,67 | 2 221 | 1,14 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 6 490 | 2,20 | 270 | 3,05 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 14 108 | 7,51 | 596 | 8,17 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 351 836 | 11,38 | 14 869 | 11,89 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 643 | 1,26 | 27 | 3,85 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 222 743 | 18,89 | 9 413 | 19,47 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | 0 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 64 938 | 80,28 | 2 744 | 81,12 | ||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 400 555 | 8,47 | 16 927 | 8,99 |
