IUSB / iShares Trust - iShares Core Universal USD Bond ETF - Net Long/Short Value

iShares Trust - iShares Core Universal 美元債券 ETF
US ˙ NasdaqGM ˙ US46434V6130

IUSB / iShares Trust - iShares Core Universal USD Bond ETF - Net Long/Short Value
此頁面顯示了每個機構通過13F或NPORT提交的持股報告中,其投資組合的凈長倉/短倉估值。我們計算凈長倉/短倉價值的方式是將股權價值和認購期權價值相加,再減去認沽期權價值。如果機構披露了借股的淡倉價值,則股權價值將以負數列示。净長倉在凈長倉/短倉列中将以正数列示,而净短倉在该列中則以負數列示。
持有者 權益價值
(千美元)
認購期權價值
(千美元)
認沽期權價值
(千美元)
淨長倉/短倉
(千美元)
Capital Investment Advisory Services, LLC
TCP Asset Management, LLC
W Advisors, Llc
Northern Trust Corp
Capital Advisor Network LLC
Skyline Advisors, Inc.
Golden State Equity Partners
AE Wealth Management LLC
Hartland & Co., LLC
Arlington Trust Co LLC
Affinity Capital Advisors, LLC
Game Plan Financial Advisors, LLC
Central Pacific Bank - Trust Division
Private Wealth Asset Management, LLC
Collier Financial
Johnson Bixby & Associates, LLC
Ridgeline Wealth, LLC
PFG Advisors
Us Bancorp \de\
Arkadios Wealth Advisors
Keyvantage Wealth, Llc
Flagship Private Wealth, LLC
Westside Investment Management, Inc.
Legacy Edge Advisors, LLC
Pines Wealth Management, LLC
Private Trust Co Na
Signature Estate & Investment Advisors Llc
City National Bank Of Florida /msd
ASL Financial, LLC
Perennial Investment Advisors, LLC
Clear Creek Financial Management, LLC
Aspire Private Capital, LLC
Two Sigma Securities, Llc
Northwest Capital Management Inc
Kelly Financial Services LLC
Centennial Advisors, LLC
GM Advisory Group, Inc.
Birchwood Financial Partners, Inc.
CFO4Life Group, LLC
AMG National Trust Bank
Capital Asset Managemnet, LLC
Keystone Wealth Services, LLC
Rsm Us Wealth Management Llc
Pinnacle Financial Partners, Inc.
Global Retirement Partners, LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Cetera Investment Advisers
Venturi Wealth Management, LLC
Western Wealth Management, LLC
Steel Peak Wealth Management LLC
Sanctuary Advisors, LLC
Thurston, Springer, Miller, Herd & Titak, Inc.
Quest 10 Wealth Builders, Inc.
Commonwealth Equity Services, Llc
Farther Finance Advisors, LLC
J.E. Simmons & Co., P.C.
Citadel Advisors Llc
Stifel Financial Corp
RWM Asset Management, LLC
JB Capital LLC
Geneos Wealth Management Inc.
Wealth Enhancement Advisory Services, Llc
Beverly Hills Private Wealth, LLC
Ewa, Llc
BCJ Capital Management, LLC
Trilogy Capital Inc.
Lido Advisors, LLC
Wealth Alliance
Warren Averett Asset Management, LLC
Empirical Asset Management, LLC
Atria Investments Llc
WealthPoint Financial, LLC
Brookstone Capital Management
Seneca Financial Advisors LLC
Equitable Holdings, Inc.
ONE Advisory Partners, LLC
Resurgent Financial Advisors LLC
Baker Avenue Asset Management, LP
Legacy Wealth Managment, LLC/ID
Harbour Investments, Inc.
West Wealth Group, LLC
IFP Advisors, Inc
KC Investment Advisors, LLC
Madison Wealth Partners, Inc
Apollon Wealth Management, LLC
Avantra Family Wealth, Inc.
Oppenheimer & Co Inc
Alternative Investment Advisors, LLC.
HFM Investment Advisors, LLC
LiftPoint Family Wealth Advisors LLC
Lane Brothers & Co Inc
Wealth Group Ltd
Southern Michigan Bank & Trust
Cahill Financial Advisors Inc
Forum Private Client Group LLC
Valpey Financial Services, LLC
Mcguire Capital Advisors Inc
Transamerica Financial Advisors, Inc.
Global Financial Private Client, LLC
Vise Technologies, Inc.
Kestra Advisory Services, LLC
Balance Wealth, LLC
Concorde Asset Management, LLC
Pinnacle Wealth Planning Services, Inc.
WealthPlan Investment Management, LLC
Creative Financial Designs Inc /adv
Caliber Wealth Management, LLC / KS
Financial Freedom, LLC
Tanager Wealth Management LLP
Dunhill Financial, LLC
One Wealth Advisors, LLC
Founders Financial Alliance, LLC
Legacy Wealth Partners, LLC
Targeted Financial Services LLC
Gilbert & Cook, Inc.
Capital Investment Management, Inc.
DAVENPORT & Co LLC
Resources Investment Advisors, LLC.
Financial Engines Advisors L.L.C.
Signature Equity Partners, LLC
Opes Wealth Management LLC
Mpwm Advisory Solutions, Llc
Sentinus, LLC
MCF Advisors LLC
Rehmann Capital Advisory Group
Tennessee Valley Asset Management Partners
Crews Bank & Trust
A4 Wealth Advisors LLC
New Capital Management LP
CoreCap Advisors, LLC
Firestone Capital Management
UNIVEST FINANCIAL Corp
Hill Island Financial Llc
Jpmorgan Chase & Co
Ubs Asset Management Americas Inc
United Community Bank
Advyzon Investment Management, LLC
Fedenia Advisers LLC
Brinker Capital Investments, LLC
Forthright Family Wealth Advisory LLC
Cadia Private Client LLC
Godfrey Financial Associates, Inc.
Quad-Cities Investment Group, LLC
Davidson Trust Co
Riverbend Wealth Management, LLC
Sculati Wealth Management, LLC
Investment Advisory Group, LLC
Silver Grove Financial Group, Inc.
Alliance Private Wealth, LLC
Tiaa-cref Individual & Institutional Services, Llc
United Capital Financial Advisers, Llc
Chesapeake Asset Management Llc
True Link Financial Advisors, LLC
Wells Financial Advisors INC
Galvin, Gaustad & Stein, LLC
Bernard Wealth Management Corp.
Summit Financial, LLC
Ameriprise Financial Inc
Firethorn Wealth Partners, Llc
Cooper Financial Group
Heritage Family Offices, LLP
BancorpSouth Bank
Tyche Wealth Partners LLC
Seeds Investor Llc
Parallel Advisors, LLC
Alta Wealth Advisors LLC
Landmark Wealth Management, Inc.
SageGuard Financial Group, LLC
Gunpowder Capital Management, LLC dba Oliver Wealth Management
Essential Planning, LLC.
Hoxton Planning & Management, LLC
Spire Wealth Management
LexAurum Advisors, LLC
TRUE Private Wealth Advisors
Northstar Financial Companies, Inc.
Regimen Wealth, Llc
Buckingham Strategic Partners
Strategy Asset Managers Llc
CIBC World Markets Inc.
Valley National Advisers Inc
International Assets Investment Management, Llc
NorthRock Partners, LLC
Actinver Wealth Management, Inc.
Financial Management Professionals, Inc.
Brand Asset Management Group, Inc.
SILVER OAK SECURITIES, Inc
EverSource Wealth Advisors, LLC
R. W. Roge & Company, Inc.
Yukon Wealth Management, Inc.
YANKCOM Partnership
Prosperity Planning, Inc.
Summit Wealth Partners, LLC
Anchor Investment Management, LLC
Harbor Investment Advisory, Llc
Impact Capital Partners LLC
Orcam Financial Group
TrueWealth Advisors, LLC
Benjamin Edwards Inc
RCS Financial Planning, LLC
Milestone Asset Management, Llc
Dixon Mitchell Investment Counsel Inc.
Bay Harbor Wealth Management, LLC
SigFig Wealth Management, LLC
Pinney & Scofield, Inc.
Spectrum Planning & Advisory Services Inc.
Vantus Wealth LLC
Paradigm Financial Partners, Llc
Hazlett, Burt & Watson, Inc.
Valmark Advisers, Inc.
WealthTrak Capital Management LLC
Blalock Williams, Llc
Sfmg, Llc
Stokes Family Office, LLC
Kestra Investment Management, LLC
Align Financial, LLC
Gotham Asset Management, LLC
Precision Wealth Strategies, LLC
First Heartland Consultants, Inc.
Genesis Private Wealth, Llc
Foster Group, Inc.
Integrity Alliance, Llc.
Spinnaker Trust
Elevated Financial Group LLC
Jfs Wealth Advisors, Llc
Cary Street Partners Financial Llc
Kingdom Financial Group LLC.
Natixis Advisors, L.p.
ORG Wealth Partners, LLC
Nbt Bank N A /ny
Signaturefd, Llc
Sovereign Investment Advisors, LLC
Savvy Advisors, Inc.
Integrated Wealth Concepts LLC
Valued Wealth Advisors LLC
LifePlan Investment Advisors, Inc.
AllSquare Wealth Management LLC
Acorn Creek Capital Llc
Burk Holdings LLC
Keybank National Association/oh
Rialto Wealth Management, LLC
Indiana Trust & Investment Management CO
Franklin Resources Inc
WFA of San Diego, LLC
Versant Capital Management, Inc
DecisionMap Wealth Management, LLC
Heck Capital Advisors, LLC
Tidemark, LLC
Xena Financial Planning, LLC
Swp Financial Llc
Stephens Consulting, LLC
Regal Investment Advisors LLC
Independent Wealth Network Inc.
N.E.W. Advisory Services LLC
Quotient Wealth Partners, LLC
Patriot Financial Group Insurance Agency, LLC
Blueline Advisors Llc
Axis Wealth Partners, LLC
Hm Payson & Co
Keystone Financial Group
Endeavor Private Wealth, Inc.
Retirement Capital Strategies
Park Avenue Securities Llc
Mayflower Financial Advisors, LLC
PAX Financial Group, LLC
Verus Capital Partners, Llc
Gladstone Institutional Advisory LLC
Windward Private Wealth Management Inc.
BAM Wealth Management, LLC
Signal Advisors Wealth, LLC
Plan Group Financial, LLC
Old North State Trust, LLC
Saxony Capital Management, LLC
Austin Private Wealth, LLC
Darden Wealth Group Inc
Fortune Financial Advisors, LLC
Fifth Third Securities, Inc.
Sovereign Financial Group, Inc.
Cassilly Financial Group LLC
Davidson Investment Advisors
Keating Financial Advisory Services, Inc.
Ransom Advisory, Ltd
Beacon Financial Advisory LLC
Avail Investment Partners, LLC
Northland Securities, Inc.
Golden State Wealth Management, LLC
J.w. Cole Advisors, Inc.
Ancora Advisors, LLC
Ethos Capital Management, Inc.
CFS Investment Advisory Services, LLC
Evolution Wealth Management Inc.
B.O.S.S. Retirement Advisors, LLC
Chatterton & Associates Inc.
Centurion Wealth Management LLC
Asempa Wealth Advisors
Payne Capital LLC
J.M. Arbour, LLC
Invst, LLC
Cornerstone Advisors Asset Management, Inc
Sovran Advisors, LLC
National Asset Management, Inc.
Symmetry Partners, LLC
Capital Square, LLC
Tempus Wealth Planning, LLC
Bensler, LLC
Sanchez Gaunt Capital Management, LLC
Sagespring Wealth Partners, Llc
Successful Portfolios LLC
Lodestar Private Asset Management Llc
Strathmore Capital Advisors, Inc.
Hanlon Investment Management, Inc.
Sax Wealth Advisors, Llc
Guardian Wealth Advisors, Llc / Nc
Kingswood Wealth Advisors, Llc
Ausdal Financial Partners, Inc.
Fulton Breakefield Broenniman Llc
Root Financial Partners, LLC
Blue Capital, Inc.
Wellington Grp LLC
Professional Financial Advisors, LLC
Principal Securities, Inc.
Merited Wealth, LLC
Intelligence Driven Advisers, LLC
Real Talk Capital, LLC
Perigon Wealth Management, LLC
Betterment LLC
Liberty Square Wealth Partners Llc
United Financial Planning Group LLC
Hershey Financial Advisers, LLC
Curtis Wealth Management Llc
Gwn Securities Inc.
Creative Planning
Veridan Wealth LLC
Eqis Capital Management, Inc.
Fermata Advisors, LLC
SHP Wealth Management
Salomon & Ludwin, LLC
Patton Albertson Miller Group, Llc
Allworth Financial LP
CVA Family Office, LLC
Altiora Financial Group, LLC
Kickstand Ventures, Llc.
First Command Advisory Services, Inc.
Sunesis Advisors, LLC
Financial Perspectives, Inc
Jane Street Group, Llc
Catalytic Wealth RIA, LLC
Janney Montgomery Scott LLC
MidFirst Bank
Semus Wealth Partners LLC
J. Mark Nickell & Co.
Arwa Llc
Signature Securities Group Corporation
Lifelong Wealth Advisors, Inc.
Twin Focus Capital Partners, Llc
Novem Group
TMB Capital Partners, LLC
Assetmark, Inc
Greykasell Wealth Strategies, Inc.
Caldwell Trust Co
Leonard Rickey Investment Advisors P.L.L.C.
Integrity Advisory Solutions, LLC
Keebeck Wealth Management, LLC
Trust Point Inc.
Ronald Blue Trust, Inc.
EP Wealth Advisors, Inc.
Life Planning Partners, Inc
Truist Financial Corp
Argent Trust Co
Howe & Rusling Inc
RDA Financial Network
Atlas Brown,Inc.
Chelsea Counsel Co
Cypress Wealth Services, LLC
Continuum Advisory, LLC
Gateway Wealth Partners, LLC
Financial Partners Group, Inc
Ameritas Advisory Services, LLC
TSA Wealth Managment LLC
Fiduciary Trust Co
Family Capital Trust Co
Rossby Financial, LCC
Tiemann Investment Advisors, Llc
Bank Of Hawaii
HighPoint Advisor Group LLC
Prosperity Consulting Group, LLC
Resolute Wealth Advisor, Inc.
Theory Financial Llc
EFG International AG
Ffg Retirement Advisors Llc
Key FInancial Inc
Russell Investments Group, Ltd.
PKS Advisory Services, LLC
Western Financial Corp/CA
Evergreen Capital Management Llc
Edge Financial Advisors LLC
Davis Wealth Advisors, LLC
Dynamic Advisor Solutions LLC
Sigma Planning Corp
Nwam Llc
Sharkey, Howes & Javer
Fifth Third Bancorp
Klaas Financial Asset Advisors, LLC
Steward Partners Investment Advisory, Llc
GatePass Capital, LLC
Coastal Investment Advisors, Inc.
SMART Wealth LLC
Moneywise, Inc.
Robertson Stephens Wealth Management, LLC
Insight Wealth Partners, LLC
Mosley Wealth Management
Merit Financial Group, LLC
Journey Strategic Wealth Llc
Cantor Fitzgerald Investment Adviser L.p.
Gallagher Fiduciary Advisors, LLC
Colonial Trust Co / SC
Global Wealth Strategies & Associates
Accurate Wealth Management, LLC
Park Place Capital Corp
Sowell Financial Services LLC
Avidian Wealth Solutions, LLC
Schmidt P J Investment Management Inc
Petros Family Wealth, LLC
Emergent Wealth Advisors, LLC
Ashton Thomas Private Wealth, LLC
LPL Financial LLC
Transcend Wealth Collective, Llc
Baron Silver Stevens Financial Advisors, Llc
First Financial Corp /in/
OpenArc Corporate Advisory, LLC
EPG Wealth Management LLC
Oxinas Partners Wealth Management LLC
Aspiriant, Llc
Portfolio Resources Advisor Group, Inc.
Keystone Financial Services
Linscomb & Williams, Inc.
Argent Advisors, Inc.
Clearview Wealth Advisors LLC
Vantage Financial Partners, LLC
M1 Capital Management LLC
AdvisorNet Financial, Inc
Asset One Wealth Management LLC
Advisor OS, LLC
PSI Advisors, LLC
Crewe Advisors LLC
KERR FINANCIAL PLANNING Corp
KWB Wealth
BCU Wealth Advisors, LLC
Corsicana & Co.
Sofos Investments, Inc.
New Millennium Group LLC
Bleakley Financial Group, LLC
Vision Retirement, LLC
LongView Wealth Management
Mcmorgan & Co Llc
Zrc Wealth Management, Llc
Meridian Wealth Partners, LLC
Wealthspire Advisors, LLC
Change Path, LLC
Diversify Wealth Management, Llc
Essential Partners LLC
Thrivent Financial For Lutherans
West Paces Advisors Inc.
Morris Financial Concepts, Inc.
Simplicity Wealth,LLC
Comerica Bank
Retirement Wealth Solutions LLC
Glenview Trust Co
Tower Research Capital LLC (TRC)
Snowden Capital Advisors LLC
D.a. Davidson & Co.
Total Investment Management Inc
Kovack Advisors, Inc.
ORG Partners LLC
Aqr Capital Management Llc
Kingsview Wealth Management, LLC
Marino, Stram & Associates Llc
Unique Wealth, Llc
Leavell Investment Management, Inc.
Maripau Wealth Management Llc
Envestnet Portfolio Solutions, Inc.
Seacrest Wealth Management, Llc
Cerity Partners LLC
FC Advisory LLC
Town Capital LLC
180 Wealth Advisors, Llc
TFB Advisors LLC
Sei Investments Co
Absolute Capital Management, LLC
Detalus Advisors, LLC
Bennett Associates Wealth Management
Capstone Triton Financial Group, LLC
Mml Investors Services, Llc
Icon Wealth Advisors, LLC
Sound Income Strategies, LLC
Kelly Financial Group Llc
Elevation Wealth Management LLC
Advisory Services Network, LLC
Cape Investment Advisory, Inc.
Interchange Capital Partners, LLC
Mason & Associates, LLC
Cwm, Llc
Richard W. Paul & Associates, LLC
Capital Analysts, Inc.
Financial Life Advisors
Legacy Financial Group LLC
Team Financial Group, LLC
Diversified Portfolios, Inc.
Secure Asset Management, LLC
Evermay Wealth Management Llc
We Are One Seven, LLC
Investors Research Corp
Belpointe Asset Management LLC
Montecito Bank & Trust
FLP Wealth Management, LLC
River's Edge Wealth Management, Llc
Captrust Financial Advisors
PUREfi Wealth, LLC
Cranbrook Wealth Management, LLC
Barnes Wealth Management Group, Inc
SC&H Financial Advisors, Inc.
Regions Financial Corp
Hamrick Investment Counsel, llc
Scarborough Advisors, LLC
CAP Partners, LLC
17 Capital Partners, Llc
Serenity Investment Advisors
5T Wealth, LLC
Apex Wealth Management, LLC
Magnolia Private Wealth, LLC
Soros Capital Management Llc
Investment Research Partners LLC
Gen-Wealth Partners Inc
Ascent Group, LLC
Coldstream Capital Management Inc
TCG Advisory Services, LLC
CBM Financial, LLC
BOK Financial Private Wealth, Inc.
HighTower Advisors, LLC
Visionary Horizons, LLC
Wells Fargo & Company/mn
Brown Brothers Harriman & Co
Cresset Asset Management, LLC
Wbh Advisory Inc
Burkett Financial Services, Llc
Finley Financial, LLC
Prime Capital Investment Advisors, LLC
Range Financial Group LLC
Hrt Financial Lp
Fiscal Wisdom Wealth Management, LLC
Wealthgarden F.s. Llc
National Bank Of Canada /fi/
Koshinski Asset Management, Inc.
Centerline Wealth Advisors, LLC
Pinnacle Bancorp, Inc.
Vestmark Advisory Solutions, Inc.
Sutton Place Investors Llc
Td Private Client Wealth Llc
Eq Llc
XY Planning Network, Inc.
Federation des caisses Desjardins du Quebec
Merkkuri Wealth Advisors LLC
Capital Developers, LLC
RCW Management, LLC
Lloyd Advisory Services, LLC.
Latitude Advisors, LLC
Beacon Pointe Advisors, LLC
VisionPoint Advisory Group, LLC
Sequent Planning LLC
Apeiron RIA LLC
Smartleaf Asset Management LLC
Catalina Capital Group, LLC
Lpwm Llc
Mather Group, Llc.
HB Wealth Management, LLC
Bessemer Group Inc
Huntington National Bank
Raleigh Capital Management Inc.
Swmg, Llc
Owl Creek Wealth Partners LLC
HORAN Wealth, LLC
Atomi Financial Group, Inc.
Key Capital Management, INC
CBIZ Investment Advisory Services, LLC
Aviance Capital Partners, LLC
Tsfg, Llc
Hilton Head Capital Partners, LLC
Elite Financial, Inc.
Independent Financial Group, Llc
Jacobson & Schmitt Advisors, Llc
Nbc Securities, Inc.
Copia Wealth Management
Stratos Wealth Partners, LTD.
JT Stratford LLC
Daymark Wealth Partners, Llc
Hantz Financial Services, Inc.
Americana Partners, LLC
LifeGoal Wealth Advisors
Armor Investment Advisors, LLC
Beacon Financial Group
Arete Wealth Advisors, LLC
ETF Portfolio Partners, Inc.
Inspire Advisors, LLC
Genesis Wealth Advisors, LLC
Jones Financial Companies Lllp
PFG Investments, LLC
Trust Co
Client 1st Advisory Group, Llc
Strategic Blueprint, LLC
Shepherd Street Advisors LLC
Joule Financial, LLC
Bush Investment Group, Llc
LCW Services, LLC
AlphaCore Capital LLC
Syntegra Private Wealth Group, LLC
BOS Asset Management, LLC
Strategic Financial Services, Inc,
MeadowBrook Investment Advisors LLC
Redwood Investment Management, Llc
Richardson Financial Services Inc.
Able Wealth Management LLC
O'shaughnessy Asset Management, Llc
Planning Project LLC
Pointe Capital Management LLC
Umb Bank N A/mo
Bridgewealth Advisory Group, LLC
Ignite Planners, LLC
Sheridan Capital Management, LLC
Quadrant Capital Group Llc
Center for Financial Planning, Inc.
One Wealth Capital Management, Llc
Centaurus Financial, Inc.
Forte Asset Management Llc
Cambridge Investment Research Advisors, Inc.
Flagship Harbor Advisors, Llc
Glen Eagle Advisors, LLC
Advocate Investing Services LLC
Fmr Llc
MEMBERS Trust Co
Apella Capital, LLC
Brookwood Investment Group LLC
Eight 31 Financial Llc
Provident Wealth Management, LLC
Caitlin John, LLC
MidAtlantic Capital Management, Inc.
MSH Capital Advisors LLC
Next Level Private LLC
City Holding Co
Royal Fund Management, LLC
Stash Investments, LLC
Rockefeller Capital Management L.P.
Maia Wealth LLC
Mutual Advisors, LLC
Novus Advisors, Llc
Silverleafe Capital Partners, LLC
Bank Of Montreal /can/
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Opal Wealth Advisors, LLC
Mount Yale Investment Advisors, LLC
NewEdge Wealth, LLC
Financial Sense Advisors, Inc.
Kilter Group LLC
CI Private Wealth, LLC
BDFS Capital LLC
Bogart Wealth, LLC
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Mercer Global Advisors Inc /adv
Csenge Advisory Group
Aptus Capital Advisors, LLC
Old Mission Capital Llc
BRYN MAWR TRUST Co
Miracle Mile Advisors, LLC
Renasant Bank
Bank Of America Corp /de/
Johnson Financial Group, Inc.
Acorn Financial Advisory Services Inc /adv
Hoese & Co LLP
Salem Investment Counselors Inc
Columbus Macro, LLC
Winter & Associates, Inc.
Frisch Financial Group, Inc.
True Vision MN LLC
Proactive Wealth Strategies LLC
Bayban
Parkway Wealth Management Group, LLC
Archer Investment Corp
Torrey-Payne Wealth Management, LLC
Advisor Group Holdings, Inc.
Tompkins Financial Corp
Hobbs Wealth Management, LLC
Royal Bank Of Canada
Tradition Wealth Management, LLC
Keenan, LLC
Orgel Wealth Management, LLC
Kestra Private Wealth Services, Llc
GeoWealth Management, LLC
Ameriflex Group, Inc.
Two West Capital Advisors LLC
Blackston Financial Advisory Group, LLC
BridgePort Financial Solutions, LLC
Conscious Wealth Investments, Llc
Tucker Asset Management Llc
Compass Ion Advisors, LLC
U.S. Capital Wealth Advisors, LLC
Lifeworks Advisors, LLC
Aegis Wealth Management, Inc.
Bank of New York Mellon Corp
Claro Advisors LLC
Clark Wealth Partners
Appleton Partners Inc/ma
Fulcrum Equity Management
Citigroup Inc
Daviman Financial, LLC
White Lighthouse Investment Management Inc.
Cahaba Wealth Management, Inc.
World Equity Group, Inc.
Raymond James Financial Inc
Atlantic Union Bankshares Corp
Brio Consultants, LLC
Baird Financial Group, Inc.
Richmond Investment Services, LLC
Hirtle Callaghan & Co LLC
Atwater Malick LLC
Willis Johnson & Associates, Inc.
Vanguard Advisers Inc
Quartz Partners, LLC
BlackRock, Inc.
Apollon Financial, LLC
Oregon Pacific Wealth Management, LLC
New Republic Capital, LLC
Investor's Fiduciary Advisor Network, LLC
Prospera Financial Services Inc
Parr Mcknight Wealth Management Group, Llc
Phillips Financial Management, Llc
M Holdings Securities, Inc.
SOUTH STATE Corp
Liberty Wealth Management Llc
Victory Capital Management Inc
Talisman Wealth Advisors LLC
Stone House Investment Management, LLC
Thompson Investment Management, Inc.
City State Bank
Fisher Asset Management, LLC
Dentgroup LLC
Envestnet Asset Management Inc
IHT Wealth Management, LLC
Pensionmark Financial Group, Llc
Modern Wealth Management, LLC
Lockerman Financial Group, Inc.
Vermillion & White Wealth Management Group, LLC
Horst & Graben Wealth Management LLC
KFA Private Wealth Group, LLC
Lansing Street Advisors
Wiley Bros.-aintree Capital, Llc
SOA Wealth Advisors, LLC.
Focus Financial Network, Inc.
Financial Advisory Service, Inc.
Concurrent Investment Advisors, LLC
Qube Research & Technologies Ltd
Bravera Wealth
Sofi Wealth, Llc
Moors & Cabot, Inc.
UBS Group AG
Triangle Securities Wealth Management
Great Valley Advisor Group, Inc.
SRS Capital Advisors, Inc.
TD Capital Management LLC
Fortis Capital Advisors, LLC
Pacific Financial Group Inc
Twin Peaks Wealth Advisors, LLC
Ashton Thomas Securities, Llc
Cary Street Partner Investment Advisory Llc
Armis Advisers, LLC
Cornerstone Planning Group LLC
Meridian Wealth Management, LLC
High Falls Advisors, Inc
Independent Advisor Alliance
XML Financial, LLC
Bnp Paribas Arbitrage, Sa
Citrine Capital LLC
Sequoia Financial Advisors, LLC
Strategic Wealth Partners, Ltd.
ETF Store, Inc.
Noesis Capital Mangement Corp
Stirlingshire Investments, Inc.
WCG Wealth Advisors LLC
Family Wealth Group, LLC
Cyndeo Wealth Partners, LLC
Lee Johnson Capital Management, Llc
Vested Financial Planning, LLC
WealthPLAN Partners, LLC
Archer Investment Management, LLC
Patriot Investment Management Inc.
Commerce Bank
Nations Financial Group Inc, /ia/ /adv
Pacific Capital Wealth Advisors, Inc
MAI Capital Management
Northwestern Mutual Wealth Management Co
Magnolia Capital Advisors Llc
Polaris Investment Advisors, LLC
Goldman Sachs Group Inc
Security Financial Services, INC.
Global Strategic Investment Solutions, LLC
CIBC Private Wealth Group, LLC
Hoey Investments, Inc
Aprio Wealth Management, LLC
Wealth Enhancement Trust Services, Inc.
Bellwether Advisors, LLC
Facet Wealth, Inc.
Rachor Investment Advisory Services, LLC
Moneta Group Investment Advisors Llc
Emerald Investment Partners, Llc
MN Wealth Advisors, LLC
Cullen/frost Bankers, Inc.
Wealthstar Advisors, Llc
OMNI 360 Wealth, Inc.
Triad Wealth Partners, LLC
Abound Wealth Management
Mariner, LLC
Shira Ridge Wealth Management
Princeton Global Asset Management LLC
Imprint Wealth LLC
Pinnacle Family Advisors, LLC
Foundations Investment Advisors, LLC
Stephens Inc /ar/
SageView Advisory Group, LLC
Wedbush Securities Inc
Twelve Points Wealth Management LLC
Maridea Wealth Management LLC
Shared Vision Wealth Group LLC
RFG Advisory, LLC
Coordinated Financial Services, Inc.
Alerus Financial Na
Kathmere Capital Management, LLC
Forefront Wealth Partners, LLC
REAP Financial Group, LLC
Holistic Planning, LLC
Advocacy Wealth Management Services, LLC
Roger Wittlin Investment Advisory, LLC
Colony Group, LLC
Cogent Private Wealth, Inc.
Hutchens & Kramer Investment Management Group, LLC
Invesco Ltd.
Private Advisor Group, LLC
Pnc Financial Services Group, Inc.
Wolff Wiese Magana Llc
StoneX Group Inc.
Midwest Trust Co
Allspring Global Investments Holdings, LLC
Gilpin Wealth Management, Llc
Eastern Bank
VestGen Advisors, LLC
Madson Wealth Advisors Inc
Morgan Stanley
Comprehensive Financial Planning, Inc./PA
Destination Wealth Management
Sunbelt Securities, Inc.
Nemes Rush Group LLC
Vertex Planning Partners, LLC
Quattro Financial Advisors Llc
Farrell Financial LLC
Tarbox Family Office, Inc.
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