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