DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF – Własność instytucjonalna – Kupujący

Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
US ˙ ARCA ˙ US25434V6092

Własność instytucjonalna i funduszowa – Kupujący

Główni posiadacze, którzy otworzyli nowe pozycje w Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF, to m.in Navigation Group, LLC, Veratis Advisors, Inc., SB Capital Management Inc, TRB Wealth Management, LLC, Platform Wealth Management, LLC, Total Clarity Wealth Management, Inc., Summit Portfolio Management, LTD., 3 Factor Indexing, Llc, Money Concepts Capital Corp, Navigate Wealth Management, LLC, Tiaa-cref Individual & Institutional Services, Llc, MSA Advisors, LLC, Action Point Financial Planning, Llc, Good Harbor Advisors, Inc., E-Wealth Partners, LLC, West Wealth Group, LLC, My Purposeful Wealth Corp., Diversify Wealth Management, Llc, Everest Financial Group LLC, i Moss Adams Wealth Advisors LLC .

Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.

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Data pliku Źródło Inwestor Typ Średnia cena
(Est)
Akcje Akcje; Δ 
(%)
Zgłoszono
Wartość
($1000)
Wartość; Δ 
(%)
Przydział portu
(%)
2026-05-01 13F Ruedi Wealth Management, Inc. 216 534 3,61 13 523 8,67
2026-05-04 13F Clear Investment Research, Llc 1 637 102
2026-04-20 13F Tranquility Partners, LLC 5 738 2,08 358 7,19
2026-05-13 13F Principal Securities, Inc. 4 033 1,51 252 6,36
2026-04-01 13F Helen Stephens Group, LLC 536 210 2,14 33 486 7,13
2026-04-30 13F Forza Wealth Management, LLC 14 435 28,48 901 34,88
2026-04-14 13F Approach Retirement Advisors, LLC 10 787 0,06 674 4,99
2026-05-11 13F Wells Fargo & Company/mn 15 097 211,66 943 227,08
2026-05-12 13F TIAA Wealth Investment Management LLC 500 31
2026-05-12 13F Disciplined Investments, LLC 170 123 3,64 10 624 8,71
2026-05-13 13F Buckingham Strategic Partners 5 716 140 7,96 356 950 13,23
2026-04-27 13F Navigate Wealth Management, LLC 32 069 2 128
2026-05-05 13F UBS Group AG 452 454 2,63 28 256 7,64
2026-04-15 13F ShankerValleau Wealth Advisors, Inc. 215 344 1,17 13 448 6,12
2026-04-09 13F Wedmont Private Capital 16 672 114,76 1 079 127,91
2026-05-11 13F Savvy Advisors, Inc. 19 771 49,59 1 235 57,00
2026-05-11 13F Integrity Alliance, Llc. 7 635 80,50 477 89,64
2026-04-15 13F Websterrogers Financial Advisors, Llc 23 390 0,01 1 461 4,89
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 250 961 49,80 16 66,67
2026-05-12 13F Cloud Capital Management, LLC 13 371 140,70 1
2026-02-13 13F Sei Investments Co 16 192 4,61 964 6,99
2026-05-15 13F Beacon Pointe Advisors, LLC 307 099 4,13 19 178 9,22
2026-04-23 13F Bridge Generations Wealth Management Llc 310 500 3,04 19 391 8,08
2026-04-30 13F Kestra Advisory Services, LLC 133 762 29,34 8 353 35,67
2026-05-11 13F Financial Symmetry Inc 12 982 8,36 872 22,16
2026-05-07 13F Action Point Financial Planning, Llc 21 398 1 336
2026-05-13 13F Ubs Asset Management Americas Inc 1 383 86
2026-05-13 13F Parkside Financial Bank & Trust 8 747 16,49 546 22,15
2026-04-13 13F Parkwoods Wealth Partners, LLC 912 352 5,12 56 976 10,26
2026-05-04 13F Mattern Capital Management, Llc 12 546 31,17 784 37,61
2026-05-15 13F/A Independent Financial Group, Llc 11 878 14,59 742 20,10
2026-05-15 13F Integrated Wealth Concepts LLC 47 860 57,24 2 989 64,90
2026-05-13 13F Mariner, LLC 854 684 1,91 53 363 6,83
2026-04-24 13F Root Financial Partners, LLC 33 339 21,39 2 082 27,28
2026-04-28 13F Schubert & Co 32 056 0,13 2 002 4,98
2026-05-12 13F Integras Partners LLC 74 113 1 068,61 4 628 1 127,59
2026-05-15 13F Ariadne Wealth Management, LP 104 101 0,00 6 501 -4,98
2026-05-05 13F Capital Investment Advisory Services, LLC 2 333 1,13 146 5,84
2026-05-11 13F Umb Bank N A/mo 4 091 106,30 255 116,10
2026-05-11 13F SCS Capital Management LLC 4 457 278
2026-05-05 13F Fisher Asset Management, LLC 4 637 36,50 290 43,07
2026-05-14 13F EP Wealth Advisors, Inc. 4 301 015 2,81 268 598 7,83
2026-05-15 13F Smartleaf Asset Management LLC 1 491 922 5,09 91 335 6,96
2026-04-27 13F Strathmore Capital Advisors, Inc. 38 979 4,43 2 592 16,61
2026-05-14 13F Pinnacle Financial Partners, Inc. 59 166 1,65 3 695 6,64
2026-05-15 13F/A EverSource Wealth Advisors, LLC 57 372 0,97 3 583 5,88
2026-05-14 13F Fortis Advisors, LLC 6 382 0,35 399 5,29
2026-05-15 13F Peterson Wealth Management 816 51
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 22 140 1 383
2026-05-05 13F One Day In July LLC 3 277 205
2026-04-21 13F Sensible Money, LLC 1 068 341 4,65 66 718 9,76
2026-04-22 13F BluePrint Investing LLC 48 320 2,25 3 018 7,25
2026-04-23 13F Forum Financial Management, LP 10 349 578 1,39 646 331 6,35
2026-05-15 13F Warren Averett Asset Management, LLC 50 716 275,15 3 167 293,91
2026-04-14 13F Quantum Financial Planning Services, Inc. 100 283 13,65 6 263 19,21
2026-05-01 13F Fifth Third Bancorp 17 620 65,07 1 100 73,23
2026-05-07 13F Confluence Wealth Services, Inc. 457 022 7,19 28 541 12,42
2026-03-12 13F Nalls Sherbakoff Group, Llc 7 833 62,44 466 84,92
2026-04-30 13F Valued Wealth Advisors LLC 105 387 1,20 6 581 6,15
2026-05-07 13F Burk Holdings LLC 87 224 7,76 5 447 13,03
2026-04-08 13F Wealth Advisors Northwest LLC 5 913 0,20 369 5,13
2026-04-17 13F Willner & Heller, Llc 18 869 6,39 1 178 11,66
2026-05-07 13F VisionPoint Advisory Group, LLC 13 116 819
2026-04-17 13F Nautilus Advisors LLC 14 846 8,67 927 14,02
2026-05-01 13F Ferguson Wellman Capital Management, Inc 11 791 0,03 736 4,99
2026-04-23 13F Graver Capital Management, LLC 246 466 5,26 15 392 10,41
2026-04-29 13F Strategic Blueprint, LLC 31 945 5,06 1 995 10,17
2026-04-23 13F Exeter Financial, LLC 8 723 0,33 545 5,22
2026-05-04 13F Syverson Strege & Co 5 926 0,27 370 5,41
2026-05-08 13F Private Advisory Group LLC 3 734 233
2026-04-08 13F Eclectic Associates Inc /adv 349 645 20,35 21 834 26,22
2026-05-08 13F Addison Advisors LLC 26 349 1,86 1 645 6,82
2026-05-04 13F Two West Capital Advisors LLC 3 742 247
2026-04-27 13F Beacon Financial Advisory LLC 15 001 26,03 937 32,20
2026-05-11 13F West Wealth Group, LLC 8 169 510
2026-05-12 13F Warwick Investment Management, Inc. 16 281 0,33 1 017 5,18
2026-04-15 13F Activest Wealth Management 52 084 229,08 3 235 243,42
2026-04-17 13F Morris Financial Concepts, Inc. 57 316 7,72 3 579 12,97
2026-05-06 13F Kera Capital Partners, Inc. 4 298 268
2026-01-29 13F Concurrent Investment Advisors, LLC 4 648 0,22 277 2,60
2026-05-13 13F Ameritas Investment Partners, Inc. 5 022 0,34 314 5,03
2026-04-20 13F Fiduciary Alliance LLC 4 974 8,58 322 18,38
2026-04-24 13F Old Peak Finance LLC 7 309 0,74 456 5,80
2026-05-15 13F Aqr Capital Management Llc 390 998 32,02 24 418 38,47
2026-04-21 13F Rooted Wealth Advisors, Inc. 62 624 59,21 4 171 61,60
2026-04-22 13F Spire Wealth Management 178 309 1,26 11 135 6,21
2026-04-30 13F Mosaic Family Wealth Partners, Llc 488 594 1,23 30 513 6,18
2026-04-29 13F American Capital Advisory, LLC 12 022 8,62 751 13,98
2026-05-15 13F IHT Wealth Management, LLC 19 425 32,04 1 213 38,63
2026-05-06 13F Quest 10 Wealth Builders, Inc. 10 1
2026-05-06 13F Crescent Grove Advisors, LLC 4 144 259
2026-05-11 13F Foundations Investment Advisors, LLC 13 036 0,92 814 5,85
2026-04-08 13F Pioneer Wealth Management Group 153 733 6,73 9 601 11,94
2026-04-14 13F Cathy Pareto & Associates, Inc 4 891 0,33 306 5,17
2026-02-06 13F Global Retirement Partners, LLC 22 763 54,00 1 355 57,56
2026-04-23 13F Accurate Wealth Management, LLC 8 099 15,39 523 19,41
2026-05-08 13F/A JPL Wealth Management, LLC 1 272 79
2026-05-04 13F Beckerman Institutional, LLC 46 131 3,74 2 881 8,80
2026-04-23 13F J.w. Cole Advisors, Inc. 3 428 214
2026-04-29 13F Skopos Labs, Inc. 3 598 225
2026-05-07 13F Richard Young Associates, Ltd. 558 976 0,95 34 908 5,89
2026-05-11 13F Bannerstone Capital Management, LLC 5 254 0,65 328 5,81
2026-04-29 13F Cary Street Partner Investment Advisory Llc 1 510 1 168,91 94 1 242,86
2026-05-05 13F Generations Wealth, LLC 53 732 12,47 3 356 17,97
2026-04-24 13F My Purposeful Wealth Corp. 7 853 490
2026-05-14 13F Raymond James Financial Inc 2 048 713 15,17 127 942 20,80
2026-05-27 13F Allen Capital Group, LLC 418 599 2,40 26 141 7,41
2026-01-30 13F Pure Portfolios Holdings Llc 28 983 2,25 1 726 4,61
2026-05-15 13F Change Path, LLC 10 291 8,86 643 14,23
2026-04-27 13F Keyes, Stange & Wooten Wealth Management, LLC 299 441 3,11 18 700 8,16
2026-05-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 56 313 0,35 3 517 5,24
2026-05-07 13F Sagespring Wealth Partners, Llc 4 035 0,20 252 5,44
2026-04-21 13F Towneley Capital Management, Inc / DE 5 258 0,32 328 5,13
2026-05-07 13F Forum Finance Group S.A. 3 070 0
2026-04-23 13F Ellenbecker Investment Group 4 575 0,09 286 4,78
2026-04-15 13F Avondale Wealth Management 133 485 4,15 8 336 9,25
2026-04-20 13F Corundum Group, Inc. 6 081 380
2026-05-13 13F Bank Of Montreal /can/ 58 048 185,61 3 625 199,59
2026-05-15 13F Royal Bank Of Canada 271 234 19,20 16 939 25,03
2026-05-11 13F Ponta Wealth Partners, LLC 30 936 84,00 1 932 92,91
2026-05-13 13F Parkshore Wealth Management, Inc. 111 791 0,29 6 981 5,18
2026-04-28 13F Stratos Wealth Partners, LTD. 131 220 2,27 8 195 7,27
2026-04-21 13F Compass Advisory Group LLC 23 018 13,52 1 437 19,06
2026-05-14 13F Marble Wealth, LLC 3 271 204
2026-05-14 13F Rialto Wealth Management, LLC 15 928 151,43 995 163,66
2026-05-05 13F PFG Advisors 11 551 11,39 721 16,86
2026-04-09 13F Kelly Financial Group Llc 327 391 0,33 20 444 5,23
2026-05-13 13F O'shaughnessy Asset Management, Llc 27 833 32,04 1 738 38,49
2026-04-22 13F Clear Creek Financial Management, LLC 18 133 4,59 1 132 9,69
2026-05-05 13F D.a. Davidson & Co. 253 054 31,29 15 803 37,72
2026-04-30 13F Sequoia Financial Advisors, LLC 1 373 292 2,49 85 762 7,50
2026-05-04 13F Westside Investment Management, Inc. 300 163,16 19 200,00
2026-05-06 13F WoodTrust Financial Corp 12 851 20,69 1
2026-05-13 13F Capital Group Private Client Services, Inc. 20 549 26,94 1 283 33,23
2026-04-22 13F Accretive Wealth Partners, LLC 4 316 270
2026-04-27 13F Sound Income Strategies, LLC 13 1
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 39 013 31,41 2 436 37,86
2026-04-29 13F SwitchPoint Financial Planning, LLC 92 239 0,14 5 760 5,03
2026-04-23 13F Glass Jacobson Investment Advisors llc 35 904 4,42 2 242 9,53
2026-04-09 13F Elmwood Wealth Management, Inc. 3 296 206
2026-04-10 13F Baker Tilly Financial, Llc 187 209 8,40 11 691 13,70
2026-04-14 13F OLIO Financial Planning 230 282 1,72 14 381 6,69
2026-05-15 13F Fmr Llc 40 308 31,21 2 517 37,62
2026-05-14 13F Institute for Wealth Management, LLC. 12 197 0,02 762 4,82
2026-05-14 13F Us Bancorp \de\ 57 032 1,49 3 562 6,46
2026-05-08 13F Crestmont Private Wealth LLC 194 754 2,77 12 162 7,80
2026-05-13 13F Natixis Advisors, L.p. 49 171 26,36 3 50,00
2026-05-05 13F Oder Investment Management, LLC 4 195 13,19 262 18,64
2026-04-27 13F Canal Capital Management, LLC 3 319 207
2026-05-15 13F Summit Financial, LLC 17 186 339,09 1 073 360,52
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 15 701 16,58 981 22,35
2026-05-04 13F Envestnet Asset Management Inc 687 802 12,00 42 953 17,48
2026-05-15 13F MAI Capital Management 66 390 0,55 4 146 5,47
2026-05-13 13F E-Wealth Partners, LLC 9 749 580
2026-05-14 13F Rockefeller Capital Management L.P. 35 241 3,80 2 201 8,86
2026-05-12 13F Atlantic Union Bankshares Corp 294 144 0,33 18 369 5,23
2026-05-02 13F Burton Enright Welch 62 318 0,09 3 892 4,96
2026-05-11 13F Kondo Wealth Advisors, Inc. 22 095 0,12 1 380 5,03
2026-04-17 13F Vermillion Wealth Management, Inc. 20 511 28,77 1 281 35,02
2026-05-12 13F Independent Advisor Alliance 5 103 319
2026-05-07 13F Northwestern Mutual Wealth Management Co 298 819 43,45 18 661 50,46
2026-04-13 13F IFP Advisors, Inc 24 754 45,98 1 546 53,12
2026-05-08 13F Pnc Financial Services Group, Inc. 32 502 10,68 2 030 16,08
2026-04-30 13F Accredited Investors Inc. 5 279 22,74 330 28,52
2026-04-13 13F Invariant Investment Management 3 090 201
2026-04-14 13F Tradewinds Capital Management, LLC 1 649 0,24 103 5,15
2026-05-07 13F Capital Performance Advisors Llp 1 495 511 2,58 93 395 7,60
2026-05-04 13F Bedel Financial Consulting, Inc. 75 161 12,96 4 694 18,48
2026-05-14 13F Cwm, Llc 106 634 10,30 6 659 133 080,00
2026-04-22 13F Joel Isaacson & Co., LLC 813 483 2,60 50 802 7,61
2026-05-12 13F Hutchinson Capital Management/ca 36 531 5,75 2 281 10,94
2026-05-12 13F Advyzon Investment Management, LLC 3 207 200
2026-04-17 13F Certified Advisory Corp 63 785 11,86 3 983 17,35
2026-04-14 13F Focus Financial Network, Inc. 10 533 1,31 658 6,14
2026-04-22 13F Foundation Wealth Management, LLC\PA 23 119 0,10 1 444 4,95
2026-05-15 13F Bank Of America Corp /de/ 1 531 232 17,28 95 625 23,01
2026-04-07 13F Five Oceans Advisors 8 977 0,23 561 5,07
2026-05-12 13F Operose Advisors LLC 2 714 36,45 169 43,22
2026-04-10 13F OMNI 360 Wealth, Inc. 168 765 9,45 10 539 8,65
2026-05-15 13F Walsh & Associates, LLC 41 159 5,07 2 570 10,21
2026-05-13 13F Truvestments Capital Llc 164 0,61 10 11,11
2026-05-14 13F Renaissance Technologies Llc 17 900 1 118
2026-05-21 13F BankChampaign, National Association 2 063 5 328,95 129 -6,57
2026-04-21 13F International Private Wealth Advisors LLC 34 801 19,57 2 173 25,46
2026-05-07 13F Cassaday & Co Wealth Management LLC 3 093 193
2026-05-14 13F Venture Visionary Partners LLC 5 498 0,02 343 4,89
2026-04-17 13F Discipline Wealth Solutions, LLC 5 579 32,20 348 38,65
2026-04-29 13F Montag A & Associates Inc 25 353 1,08 1 583 6,03
2026-04-10 13F Pure Financial Advisors, Inc. 5 517 252 344 552
2026-05-01 13F Mutual Advisors, LLC 37 771 1,51 2 359 6,46
2026-04-14 13F Prospera Financial Services Inc 6 673 4,64 417 9,76
2026-04-14 13F Northwest Wealth Management, Llc 104 585 1,07 6 531 6,02
2026-05-15 13F Magnolia Capital Advisors Llc 10 082 0,34 630 5,18
2026-05-13 13F AE Wealth Management LLC 440 572 3,09 27 514 8,13
2026-04-14 13F Twin Cities Retirement Group LLC 145 353 5,90 9 077 11,07
2026-05-12 13F Kovack Advisors, Inc. 4 268 9,24 267 15,09
2026-04-10 13F Great Oak Capital Partners, Llc 1 432 301 2,48 92 656 10,43
2026-04-09 13F Everhart Financial Group, Inc. 3 636 227
2026-04-20 13F Ronald Blue Trust, Inc. 12 132 28,71 758 34,94
2026-04-28 13F Fundamentun, Llc 12 827 0,30 801 5,26
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 5 514 1,10 344 6,17
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 3 261 204
2026-05-15 13F Morgan Stanley 245 242 4,08 15 315 9,17
2026-05-13 13F SRS Capital Advisors, Inc. 1 264 29,38 80 37,93
2026-04-28 13F Planning Center, Inc. 467 598 1,40 29 202 6,36
2026-04-27 13F BIP Wealth, LLC 26 382 8,18 1 648 13,51
2026-04-13 13F Thayer Financial, L.L.C. 57 693 1,85 3 603 6,82
2026-05-08 13F Seneschal Advisors, LLC 110 160 0,77 6 879 5,68
2026-04-17 13F Total Clarity Wealth Management, Inc. 72 272 4 513
2026-05-19 13F Western Wealth Management, LLC 3 710 232
2026-04-24 13F Mills Wealth Advisors LLC 95 923 5,73 5 990 10,91
2026-05-15 13F MSA Advisors, LLC 21 687 1 354
2026-05-18 13F Centaurus Financial, Inc. 16 182 12,36 1
2026-05-01 13F Diversify Wealth Management, Llc 5 710 377
2026-05-15 13F Cardiff Park Advisors, Llc 317 234 3,75 19 811 8,82
2026-04-13 13F Conrad Siegel Investment Advisors, Inc. 440 537 3,13 27 512 8,17
2026-05-11 13F Partners in Financial Planning 19 138 0,16 1 195 5,10
2026-05-08 13F Steward Partners Investment Advisory, Llc 26 647 0,90 1 664 5,85
2026-04-20 13F McKinley Carter Wealth Services, Inc. 147 118 0,19 9 188 5,09
2026-05-08 13F Vanguard Advisers Inc 868 54
2026-04-08 13F Fermata Advisors, LLC 3 727 0,32 233 4,98
2026-04-28 13F Sage Rhino Capital Llc 3 260 204
2026-05-15 13F Mission Wealth Management, Lp 199 697 3,96 12 471 9,04
2026-05-14 13F Atomi Financial Group, Inc. 59 415 11,08 3 710 16,52
2026-04-03 13F Ridgewood Investments LLC 7 499 0,40 468 7,83
2026-05-01 13F Signature Resources Capital Management, LLC 520 2,36 32 6,67
2026-05-11 13F Evermay Wealth Management Llc 174 2,35 11 0,00
2026-04-24 13F Axis Wealth Partners, LLC 17 501 2,92 1 093 7,91
2026-05-15 13F NCM Capital Management, LLC 11 743 0,27 733 5,16
2026-04-08 13F Community Financial Services Group, LLC 357 22
2026-05-04 13F Entelevest, LLC 46 714 5,09 2 917 10,24
2026-05-11 13F Cascade Wealth Advisors, Inc 10 741 0,06 722 6,65
2026-05-06 13F Assetmark, Inc 467 017 2,10 29 165 7,09
2026-04-24 13F SOL Capital Management CO 222 309 437,50 10 969 548 300,00
2026-04-13 13F Whalen Wealth Management Inc. 5 717 0,33 357 5,31
2026-04-08 13F Cambridge Financial Group, LLC 390 016 10,92 24 356 23,66
2026-04-13 13F Gill Capital Partners, Llc 1 089 68
2026-04-30 13F Money Concepts Capital Corp 37 762 2 358
2026-05-12 13F Professional Financial Solutions Llc /adv 236 033 2,46 14 740 7,47
2026-05-14 13F Allworth Financial LP 1 047 209 3,90 65 398 8,97
2026-05-07 13F Avidian Wealth Solutions, LLC 21 225 28,47 1 326 34,79
2026-04-28 13F Mokosak Advisory Group, LLC 4 053 0,35 253 5,42
2026-05-05 13F Financial Concepts Unlimited, Inc. 3 204 200
2026-04-17 13F Stonebridge Financial Group, LLC / MO 4 868 10,19 304 15,59
2026-04-14 13F Drive Wealth Management, Llc 4 083 0,05 255 4,53
2026-04-17 13F Nova R Wealth, Inc. 3 949 0,33 247 5,13
2026-05-12 13F Mission Financial Group, LLC 9 166 42,13 572 49,35
2026-05-01 13F Valmark Advisers, Inc. 7 366 25,74 460 31,90
2026-04-27 13F Pensionmark Financial Group, Llc 4 576 286
2026-04-27 13F Truist Financial Corp 306 813 5,77 19 160 10,94
2026-05-11 13F Lionshead Wealth Management, LLC 84 793 0,29 5 295 5,21
2026-05-14 13F Betterment LLC 366 700 2,62 23 4,76
2026-05-06 13F Astra Wealth Partners LLC 47 362 10,11 2 958 15,51
2026-05-04 13F Nwam Llc 3 828 239
2026-02-18 13F Veratis Advisors, Inc. 166 704 9 162
2026-04-27 13F Meredith Wealth Planning 25 175 5,15 1 572 10,32
2026-05-11 13F Wealth Management Strategies, Inc. 10 413 0,31 650 5,18
2026-05-13 13F Franklin Resources Inc 3 814 0,34 238 5,31
2026-04-30 13F Legacy Financial Advisors, Inc. 24 309 14,10 1 518 19,72
2026-04-30 13F Triune Financial Partners, LLC 355 699 1,05 22 213 -0,50
2026-05-12 13F Disciplined Investors, L.L.C. 4 844 0,17 302 5,23
2026-05-15 13F/A Studio Investment Management Llc 87 135 3,19 5 442 8,24
2026-05-13 13F Balanced Rock Investment Advisor 3 323 208
2026-04-20 13F Strategent Financial, LLC 51 489 3,74 3 215 8,80
2026-05-14 13F Passive Capital Management, LLC. 78 863 2,43 4 925 7,44
2026-04-02 13F Ares Financial Consulting, LLC 70 723 6,71 4 430 12,27
2026-05-15 13F NorthRock Partners, LLC 5 233 22,98 327 28,85
2026-04-17 13F AdvisorNet Financial, Inc 2 942 0,20 184 5,17
2026-05-06 13F Aviance Capital Partners, LLC 77 195 8,62 4 821 13,92
2026-05-27 13F/A Maripau Wealth Management Llc 15 364 56,79 959 64,78
2026-04-20 13F First Bancorp, Inc /ME/ 3 286 205
2026-05-15 13F Capstone Wealth Management, Inc. 111 193 10,98 6 990 17,07
2026-04-14 13F Zrc Wealth Management, Llc 40 843 1,63 2 551 6,61
2026-04-23 13F Oppenheimer & Co Inc 128 806 1,77 8 044 6,74
2026-05-14 13F 3 Factor Indexing, Llc 37 993 2 373
2026-05-01 13F/A Lodestone Wealth Management LLC 30 197 19,35 1 886 25,17
2026-04-15 13F Fortitude Family Office, LLC 76 054 10,43 4 750 15,83
2026-04-16 13F Clark Asset Management, LLC 32 541 8,28 2 032 13,58
2026-05-07 13F Magnolia Wealth Management, LLC 908 57
2026-05-15 13F Greenline Partners, LLC 7 264 0,25 454 5,10
2026-04-29 13F Staley Capital Advisers Inc 7 359 0,34 460 5,28
2026-04-22 13F Youngs Advisory Group, Inc. 275 994 2,02 17 236 7,00
2026-05-15 13F Mercer Global Advisors Inc /adv 1 552 638 9,03 96 962 14,36
2026-04-08 13F M.e. Allison & Co., Inc. 7 445 0,03 465 4,74
2026-04-22 13F Janney Montgomery Scott LLC 12 126 2,48 1
2026-04-23 13F Moss Adams Wealth Advisors LLC 5 022 314
2026-04-21 13F Forteris Wealth Management Inc. 53 266 1,15 3 326 6,09
2026-05-15 13F Everest Financial Group LLC 5 459 341
2026-01-20 13F Maryland Capital Advisors Inc. 83 791 10,49 4 989 13,00
2026-05-13 13F 49 Wealth Management, Llc 3 280 205
2026-05-14 13F Lbmc Investment Advisors, Llc 8 610 0,20 538 5,09
2026-05-05 13F Navigation Group, LLC 192 976 12 051
2026-05-06 13F Tyche Wealth Partners LLC 42 925 21,49 2 681 27,44
2026-04-21 13F Mesirow Financial Investment Management, Inc. 9 432 0,33 589 5,19
2026-05-01 13F Summit Financial Strategies, Inc. 446 289 8,16 27 871 13,44
2026-05-04 13F John A. Wolfe & Associates, Inc. 1 163 73
2026-05-15 13F Legacy Capital Wealth Partners, LLC 25 341 36,83 1 583 43,56
2026-05-07 13F Lakeshore Financial Planning, Inc. 129 865 5,52 8 110 10,69
2026-04-20 13F City State Bank 133 825 10,04 8 357 15,41
2026-05-15 13F Tower Research Capital LLC (TRC) 1 991 124
2026-05-14 13F Novak & Powell Financial Services, Inc. 3 290 205
2026-04-20 13F Jfs Wealth Advisors, Llc 13 939 0,02 871 4,95
2026-05-05 13F Rollins Financial Advisors, LLC 9 607 9,28 600 14,53
2026-05-15 13F Jones Financial Companies Lllp 633 944 42,96 39 014 47,76
2026-05-14 13F TRB Wealth Management, LLC 94 046 5 873
2026-04-07 13F Park Avenue Securities Llc 249 454 8,72 16 15,38
2026-05-11 13F TAGStone Capital, Inc. 104 131 1,12 6 503 6,05
2026-05-15 13F Vertex Planning Partners, LLC 6 456 12,69 403 18,18
2026-05-21 13F/A J. Derek Lewis & Associates Inc. 7 853 63,23 490 71,33
2026-05-12 13F Moneta Group Investment Advisors Llc 55 017 1,05 3 436 5,99
2026-04-17 13F Great Waters Wealth Management 853 409 3,65 53 295 8,71
2026-04-20 13F L.K. Benson & Company, P.C. 20 289 0,26 1 267 5,23
2026-04-15 13F Weil Company, Inc. 3 312 207
2026-05-15 13F AlphaCore Capital LLC 9 342 0,02 583 4,86
2026-05-08 13F Tfo-tdc, Llc 396 894 0,12 24 786 5,02
2026-05-14 13F Ieq Capital, Llc 11 084 0,12 692 5,01
2026-05-13 13F Triumph Capital Management 24 059 20,05 1 502 25,90
2026-04-23 13F Master's Wealth Management Inc. 364 328 0,63 22 752 5,55
2026-05-06 13F DecisionPoint Financial, LLC 371 23
2026-05-14 13F Babb Wealth Advisors LLC 438 199 2,25 27 366 7,25
2026-05-08 13F Weinberger Asset Management, Inc 91 560 5,64 5 718 10,79
2026-05-18 13F Arkadios Wealth Advisors 103 070 51,17 6 437 58,56
2026-04-16 13F Brookstone Capital Management 3 949 7,60 247 12,84
2026-05-06 13F Angeles Wealth Management, Llc 5 018 346,84 313 374,24
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 137 315 0,79 8 562 5,51
2026-02-10 13F Platform Wealth Management, LLC 84 122 5 009
2026-05-15 13F RMB Capital Management, LLC 24 525 0,19 1 532 5,08
2026-04-17 13F Signal Advisors Wealth, LLC 5 336 34,41 333 41,10
2026-05-14 13F Mason Investment Advisory Services, Inc. 120 255 0,02 7 510 4,90
2026-05-13 13F BlackRock, Inc. 254 576 75,82 15 898 84,43
2026-04-16 13F Westmount Partners, LLC 11 656 31,32 728 37,69
2026-05-15 13F Vance Wealth, Inc. 166 376 1,54 10 390 6,51
2026-04-08 13F Wealthspan Partners, Llc 16 772 2,77 1 047 7,83
2026-04-10 13F Claris Advisors, Llc / Mo / 94 298 0,63 5 889 5,54
2026-04-29 13F AG Asset Advisory, LLC 54 241 18,09 3 387 23,88
2026-04-21 13F Long Island Wealth Management, Inc. 33 606 29,63 2 099 35,97
2026-04-22 13F Lam Group, Inc. 31 596 6,26 1 973 11,47
2026-04-15 13F Belleair Asset Management, LLC 64 770 0,57 4 045 5,48
2026-05-11 13F Rossby Financial, LCC 549 0,73 34 6,25
2026-04-15 13F Cypress Wealth Services, LLC 3 645 0,14 228 5,09
2026-05-13 13F Monograph Wealth Advisors, Llc 731 710 4,61 45 695 9,72
2026-05-15 13F Harbour Investments, Inc. 20 039 152,51 1 251 165,04
2026-04-17 13F Krilogy Financial LLC 21 123 0,04 1 374 2,77
2026-04-27 13F Heffernan Advisory, Inc 4 018 0,30 251 5,04
2026-05-05 13F Good Harbor Advisors, Inc. 13 465 841
2026-04-30 13F North Capital, Inc. 4 428 0,32 277 5,34
2026-04-30 13F Summit Portfolio Management, LTD. 42 991 2 685
2026-05-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 74 273 10,36 4 638 15,78
2026-04-15 13F Merit Financial Group, LLC 50 327 92,89 3 143 102,32
2026-02-13 13F Colony Group, LLC 13 284 203 0,31 790 941 2,60
2026-05-08 13F New England Private Wealth Advisors LLC 158 233 0,40 9 882 5,31
2026-04-10 13F Abound Wealth Management 2 642 14,97 165 20,59
2026-04-13 13F Fiduciary Financial Group, Llc 210 687 4,84 13 157 9,97
2026-05-05 13F Financial Harvest, LLC 507 634 4,15 31 702 9,23
2026-02-20 13F SB Capital Management Inc 130 198 7 752
2026-05-15 13F Huntington National Bank 3 442 336 191,30
2026-04-21 13F Nemes Rush Group LLC 978 11,77 61 17,31
2026-04-08 13F Olistico Wealth, LLC 29 712 21,30 1 856 27,23
2026-05-06 13F Hurley Capital, LLC 2 554 0,27 159 5,30
2026-04-10 13F Melfa Wealth Management, Llc 24 995 9,45 1 561 14,79
2026-05-01 13F 180 Wealth Advisors, Llc 19 163 41,72 1 197 48,57
2026-04-21 13F Pinnacle Associates Ltd 5 544 1,09 346 6,13
2026-04-20 13F Apella Capital, LLC 2 132 827 29,33 141 257 43,86
2026-05-13 13F Visionary Wealth Advisors 346 639 2,09 21 648 7,08
2026-04-22 13F Aegis Wealth Management LLC 46 178 0,35 2 884 5,26
2026-04-29 13F/A True Link Financial Advisors, LLC 60 4
2026-05-14 13F Sterling Wealth Management, Inc. 364 224 4,05 22 746 9,14
2026-04-20 13F 25 Llc 25 736 0,27 1 607 5,17
2026-05-15 13F Cerity Partners LLC 1 125 679 4,98 70 299 8,25
2026-04-07 13F Farther Finance Advisors, LLC 268 647 18,51 16 828 24,68
2026-05-13 13F Cetera Investment Advisers 650 733 4,07 40 638 9,16
2026-04-29 13F Jackson Thornton Asset Management, Llc 2 840 246 0,22 183 508 4,97
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