SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF - Net Long/Short Value

嘉信策略信託 - 嘉信短期美國公債 ETF
US ˙ ARCA ˙ US8085248628

SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury 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)
Cornerstone Planning Group LLC
AG Campbell Advisory, LLC
Unify Financial Advisors
Associated Banc-corp
Change Path, LLC
Davis Capital Management
Vident Advisory, LLC
Jacobi Capital Management LLC
Live Oak Private Wealth LLC
First Pacific Financial
Fiduciary Trust Co
Retirement Capital Strategies
Horizon Investments, LLC
WMG Financial Advisors, LLC
SILVER OAK SECURITIES, Inc
Avidian Wealth Solutions, LLC
Fourth Dimension Wealth, LLC
Seek First Inc.
FLC Capital Advisors
Jones Financial Companies Lllp
Traub Capital Management LLC
Toth Financial Advisory Corp
Pine Haven Investment Counsel, Inc
Pflug Koory, LLC
Stablepoint Partners, LLC
Lifeworks Advisors, LLC
Cahill Financial Advisors Inc
POM Investment Strategies, LLC
National Bank Of Canada /fi/
Altiora Financial Group, LLC
Burk Holdings LLC
Integrated Wealth Concepts LLC
Traphagen Investment Advisors Llc
SMI Advisory Services, LLC
Journey Advisory Group, LLC
IMA Wealth, Inc.
Wiley Bros.-aintree Capital, Llc
Soltis Investment Advisors LLC
Bulwark Capital Corp
GeoWealth Management, LLC
Montag A & Associates Inc
BlackRock, Inc.
Investment Research Partners LLC
McIlrath & Eck, LLC
Arkadios Wealth Advisors
LexAurum Advisors, LLC
Marshall & Sterling Wealth Advisors Inc.
Anchor Investment Management, LLC
Chicago Partners Investment Group LLC
VestGen Advisors, LLC
Sheets Smith Wealth Management
Strategic Advocates LLC
AE Wealth Management LLC
Cliftonlarsonallen Wealth Advisors, Llc
Capital Analysts, Inc.
Perissos Private Wealth Management, LLC
Eaton Financial Holdings Company, LLC
Johnson Financial Group, LLC
Great Waters Wealth Management
Tradition Wealth Management, LLC
Ameriprise Financial Inc
LaSalle St. Investment Advisors, LLC
GLOBALT Investments LLC / GA
Betterment LLC
Synergy Investment Management, LLC
Nicholas Hoffman & Company, LLC.
Wealthcare Capital Partners, LLC
Apella Capital, LLC
Christensen, King & Associates Investment Services, Inc.
NorthRock Partners, LLC
Calton & Associates, Inc.
TRB Wealth Management, LLC
Sagespring Wealth Partners, Llc
Truist Financial Corp
Sound Income Strategies, LLC
Wealthfront Advisers Llc
BWM Planning, LLC
Sage Investment Advisers LLC
Pinkerton Retirement Specialists, LLC
Banque Transatlantique SA
MADDEN SECURITIES Corp
Atria Investments Llc
Aegis Wealth Management LLC
Jane Street Group, Llc
LVW Advisors, LLC
Hanson & Doremus Investment Management
Grove Street Fiduciary, LLC
First Community Trust Na
Vista Cima Wealth Management LLC
Nations Financial Group Inc, /ia/ /adv
Arkfeld Wealth Strategies, L.L.C.
MidFirst Bank
Carnegie Capital Asset Management, LLC
WNY Asset Management, LLC
Resonant Capital Advisors, LLC
Hantz Financial Services, Inc.
Inman Jager Wealth Management, LLC
Granville Capital, Inc.
Private Trust Co Na
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Lauterbach Financial Advisors, LLC
UBS Group AG
Sellwood Investment Partners LLC
Avenue 1 Advisors, LLC
Hartland & Co., LLC
ARS Wealth Advisors Group, LLC
Dorato Capital Management
Asset Dedication, LLC
Sankala Group LLC
Trevian Wealth Management LLC
Chilton Capital Management Llc
First National Trust Co
CFG Wealth Management Services, Inc.
Lodestone Wealth Management LLC
Cheviot Value Management, LLC
Commerce Bank
Onyx Bridge Wealth Group LLC
Prairiewood Capital, LLC
First Affirmative Financial Network
Bragg Financial Advisors, Inc
Huntington National Bank
TruNorth Capital Management, LLC
Leading Edge Financial Planning LLC
Wealthcare Advisory Partners LLC
Compass Financial Group, INC/SD
LifePlan Financial, LLC
Great Valley Advisor Group, Inc.
Coastal Bridge Advisors, LLC
Wealthspire Advisors, LLC
Vermillion Wealth Management, Inc.
HighTower Advisors, LLC
Creative Financial Designs Inc /adv
Blair William & Co/il
D.B. Root & Company, LLC
Noble Family Wealth, LLC
Beacon Financial Advisory LLC
Eagle Strategies LLC
Great Lakes Retirement, Inc.
Birmingham Capital Management Co Inc/al
Cetera Investment Advisers
LPL Financial LLC
Zullo Investment Group, Inc.
High Probability Advisors, LLC
NFP Retirement, Inc.
Bank of Marin
Fund Evaluation Group, LLC
Whittier Trust Co
Breakwater Investment Management
Bnp Paribas
Strategic Advisory Partners, Llc
Atlantic Union Bankshares Corp
Brandywine Oak Private Wealth Llc
Papp L Roy & Associates
Jfs Wealth Advisors, Llc
Kovack Advisors, Inc.
Heritage Wealth Management, Inc. /CA/
Bigelow Investment Advisors, LLC
Vantage Financial Partners, LLC
Wellington Shields Capital Management, LLC
Krm Wealth Management L.l.c.
Titleist Asset Management, Llc
Strategic Wealth Partners, Ltd.
Maltin Wealth Management, Inc.
Exencial Wealth Advisors, Llc
Bank Of America Corp /de/
Richards, Merrill & Peterson, Inc.
HORAN Wealth, LLC
Kuhn & Co Investment Counsel
McCartney Wealth Management LLC
Somerset Group LLC
Merkkuri Wealth Advisors LLC
CIBC Private Wealth Group, LLC
Northwestern Mutual Wealth Management Co
WPG Advisers, LLC
Ameritas Advisory Services, LLC
Meridian Wealth Management, LLC
Mpwm Advisory Solutions, Llc
Transamerica Financial Advisors, Inc.
Garrett Investment Advisors LLC
McLean Asset Management Corp
Roundview Capital LLC
CENTRAL TRUST Co
Lowery Thomas, Llc
Aqr Capital Management Llc
IFG Advisory, LLC
Triumph Capital Management
Kestra Advisory Services, LLC
Financial Engines Advisors L.L.C.
Kilner Capital Advisors, Llc
Independent Solutions Wealth Management, LLC
White Lighthouse Investment Management Inc.
Salomon & Ludwin, LLC
Beacon Pointe Advisors, LLC
Holistic Planning, LLC
MBM Wealth Consultants, LLC
Members Advisory Group LLC
Costello Asset Management, INC
Cape Cod Five Cents Savings Bank
L.K. Benson & Company, P.C.
Stephens Inc /ar/
St Germain D J Co Inc
Colony Group, LLC
Tiemann Investment Advisors, Llc
Ethos Financial Group, LLC
Sentinel Pension Advisors Inc
Gts Securities Llc
Weatherly Asset Management L. P.
Pnc Financial Services Group, Inc.
First County Bank /CT/
Valley Forge Investment Consultants Inc Adv
Valtinson Bruner Financial Planning LLC
Sequoia Financial Advisors, LLC
Diversify Wealth Management, Llc
Pensionmark Financial Group, Llc
Independent Advisor Alliance
Old National Bancorp /in/
Harrington Investments, INC
Diversified Trust Co
Three Seasons Wealth, LLC
Pacific Park Financial, Inc.
Gambit Capital Management, LLC
Sei Investments Co
Cambridge Investment Research Advisors, Inc.
Valpey Financial Services, LLC
Cloud Capital Management, LLC
Hardin Capital Partners, LLC
Gw Henssler & Associates Ltd
Signaturefd, Llc
CWM Advisors, LLC
Aptus Capital Advisors, LLC
SIMA Wealth Partners, LLC
Allworth Financial LP
Milestone Investment Advisors LLC
Savant Capital, LLC
BCJ Capital Management, LLC
Mutual Advisors, LLC
Blue Sky Capital Consultants Group, Inc.
Davis Wealth Advisors, LLC
Stonekeep Investments, LLC
Gilpin Wealth Management, Llc
Lummis Asset Management, LP
Dock Street Asset Management Inc
Concurrent Investment Advisors, LLC
Allen Capital Group, LLC
National Wealth Management Group, LLC
Fortis Capital Advisors, LLC
Galvin, Gaustad & Stein, LLC
Ronald Blue Trust, Inc.
Sightline Wealth Advisors, LLC
Stance Capital Llc
South Plains Financial, Inc.
Modera Wealth Management, LLC
Ameriflex Group, Inc.
Benjamin Edwards Inc
New Hampshire Trust
DBK Financial Counsel, LLC
Strategic Investment Solutions, Inc. /IL
RFP Financial Group LLC
Fifth Third Securities, Inc.
Brinker Capital Investments, LLC
Daytona Street Capital LLC
Per Stirling Capital Management, LLC.
Bank of New York Mellon Corp
Valeo Financial Advisors, LLC
Rossby Financial, LCC
Sherman Asset Management, Inc.
Assetmark, Inc
Carlton Hofferkamp & Jenks Wealth Management, LLC
Strive Financial Group ,LLC
Advisor Group Holdings, Inc.
Twin Peaks Wealth Advisors, LLC
Merit Financial Group, LLC
TPG Advisors LLC
Balanced Rock Investment Advisor
Howe & Rusling Inc
Pure Portfolios Holdings Llc
Accurate Wealth Management, LLC
EJMK Ventures LLC
HighPoint Advisor Group LLC
Game Plan Financial Advisors, LLC
Wbh Advisory Inc
Fort Vancouver Investment Management, LLC
Gradient Capital Advisors, LLC
RFG Advisory, LLC
MBE Wealth Management, LLC
GSB Wealth Management, LLC
HB Wealth Management, LLC
KERR FINANCIAL PLANNING Corp
Larson Financial Group LLC
Commonwealth Equity Services, Llc
Pittenger & Anderson Inc
Hartline Investment Corp/
JPL Wealth Management, LLC
Robinson Smith Wealth Advisors Llc
VSM Wealth Advisory, LLC
Citadel Advisors Llc
Avestar Capital, LLC
Abacus Planning Group, Inc.
Lido Advisors, LLC
Towneley Capital Management, Inc / DE
Kestra Private Wealth Services, Llc
Focus Financial Network, Inc.
RMR Wealth Builders
Oak Harbor Wealth Partners, Llc
Ashton Thomas Private Wealth, LLC
Rede Wealth, LLC
Empirical Asset Management, LLC
Elite Financial, Inc.
C M Bidwell & Associates Ltd
Aventus Investment Advisors, Inc.
Altfest L J & Co Inc
Alesco Advisors Llc
Beckerman Institutional, LLC
SageView Advisory Group, LLC
Buckingham Strategic Partners
Tortoise Investment Management, LLC
NewCorp Financial Services, Inc.
Avail Investment Partners, LLC
Cito Capital Group, LLC
Barnes Dennig Private Wealth Management LLC
Oakwell Private Wealth Management, LLC
Summit Financial, LLC
Evanson Asset Management, LLC
Comprehensive Financial Planning, Inc./PA
OneAscent Financial Services LLC
Badgley Phelps Wealth Managers, LLC
Smart Portfolios, LLC
North Forty Two & Co.
Warren Averett Asset Management, LLC
Seneca Financial Advisors LLC
Fifth Third Bancorp
BCS Wealth Management
Sims Investment Management, Llc
Principal Securities, Inc.
Koshinski Asset Management, Inc.
Cambridge Advisors Inc.
Bellevue Asset Management, Llc
Umb Bank N A/mo
Bangor Savings Bank
Autumn Glory Partners, LLC
Kennebec Savings Bank
Revisor Wealth Management LLC
Envestnet Asset Management Inc
VanderPol Investments L.L.C.
1620 Investment Advisors, Inc.
Daybright Advisory Services, Inc.
Mainstream Capital Management LLC
Trask Adam Roland
Fiduciary Alliance LLC
Advisor Resource Council
Wagner Wealth Management, Llc
Bitterroot Capital Advisors Llc
Charles Schwab Trust Co
Access Financial Services, Inc.
Td Private Client Wealth Llc
DMG Group, LLC
Signet Investment Advisory Group, Inc.
Vivaldi Capital Management, LLC
Gibbs Wealth Management
Silver Grove Financial Group, Inc.
Immaculate Wealth Management LLC
Royal Bank Of Canada
Courage Miller Partners, LLC
Legacy Bridge, LLC
Franklin Resources Inc
Independent Wealth Network Inc.
Independent Financial Group, Llc
Toroso Investments, LLC
Stewardship Advisors, LLC
Adelphi Trust Co
BDFS Capital LLC
Arnold Financial Planning LLC
EP Wealth Advisors, Inc.
High Note Wealth, LLC
REDW Wealth LLC
Moneta Group Investment Advisors Llc
Morningstar Investment Management LLC
Mission Hills Financial Advisory, LLC
Passive Capital Management, LLC.
Golden State Equity Partners
Clear Investment Research, Llc
ERTS Wealth Advisors, LLC
Enclave Advisors LLC
Evensky & Katz LLC
Dynamic Advisor Solutions LLC
Qube Research & Technologies Ltd
Global Retirement Partners, LLC
Westover Capital Advisors, LLC
SCS Capital Management LLC
Pacific Capital Wealth Advisors, Inc
Momentum Wealth Planning, LLC
Northeast Financial Group, Inc.
Tennessee Valley Asset Management Partners
XY Planning Network, Inc.
Vestwell Advisors, LLC
Cwm, Llc
Seacrest Wealth Management, Llc
Leavell Investment Management, Inc.
Archer Investment Corp
Eastern Bank
Patriot Financial Group Insurance Agency, LLC
Susquehanna International Group, Llp
Core Wealth Partners LLC
Madden Advisory Services, Inc.
Main Street Group, LTD
Cassaday & Co Wealth Management LLC
Alliance Wealth Management Group
Stillwater Private Wealth, LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
American Capital Advisory, LLC
HC Advisors, LLC
Mather Group, Llc.
Cedarwood Wealth LLC
Baird Financial Group, Inc.
SRS Capital Advisors, Inc.
Captrust Financial Advisors
Act Two Investors Llc
Meridian Wealth Partners, LLC
Ballast Rock Private Wealth LLC
Planned Solutions, Inc.
Rsm Us Wealth Management Llc
Root Financial Partners, LLC
American Institute for Advanced Investment Management, LLP
O'shaughnessy Asset Management, Llc
Signature Resources Capital Management, LLC
Fortis Advisors, LLC
Janney Montgomery Scott LLC
Walkner Condon Financial Advisors LLC
Tradewinds Capital Management, LLC
Elmwood Wealth Management, Inc.
Stratos Wealth Advisors, LLC
Mercer Global Advisors Inc /adv
Contravisory Investment Management, Inc.
JDM Financial Group LLC
AllSquare Wealth Management LLC
Tower View Investment Management & Research LLC
United Financial Planning Group LLC
Clay Northam Wealth Management, LLC
Smartleaf Asset Management LLC
SigFig Wealth Management, LLC
Advisor OS, LLC
Clearview Wealth Advisors LLC
Savvy Advisors, Inc.
Rialto Wealth Management, LLC
Lindenwold Advisors
Bleakley Financial Group, LLC
Graves-Light Private Wealth Management, Inc.
Scratch Capital Llc
Bnp Paribas Arbitrage, Sa
Blake Schutter Theil Wealth Advisors, LLC
Hexagon Capital Partners LLC
Cassady Wealth & Retirement Planning, LLC
Wedbush Securities Inc
Farther Finance Advisors, LLC
Farrow Financial Inc.
Wolff Wiese Magana Llc
Rosenberg Matthew Hamilton
Delta Asset Management Llc/tn
Verdence Capital Advisors LLC
Peterson Wealth Advisors, LLC
MAI Capital Management
Spinnaker Investment Group, LLC
Western Reserve Capital Management, LLC
Park National Corp /oh/
Keystone Global Partners, LLC
Two Sigma Securities, Llc
Csenge Advisory Group
Fairman Group, LLC
Parkside Financial Bank & Trust
Meritage Portfolio Management
Mml Investors Services, Llc
Newbridge Financial Services Group, Inc.
Brown Wealth Management, Llc
Myecfo, Llc
CVA Family Office, LLC
Avion Wealth
Geneos Wealth Management Inc.
Red Tortoise LLC
Beaird Harris Wealth Management, LLC
Capital Investment Advisors, LLC
K2 Financial Inc.
UMA Financial Services, Inc.
Quantum Capital Management, LLC / NJ
Pinnacle Financial Partners, Inc.
Latitude Advisors, LLC
Front Row Advisors LLC
International Assets Investment Management, Llc
State Street Corp
Aull & Monroe Investment Management Corp
TrustWell Financial Advisors, LLC
Florida Financial Advisors, Llc
Us Bancorp \de\
Lynx Investment Advisory
Bard Associates Inc
Park Avenue Securities Llc
Massmutual Trust Co Fsb/adv
OpenArc Corporate Advisory, LLC
Morling Financial Advisors, LLC
Stifel Financial Corp
Beverly Hills Private Wealth, LLC
Coordinated Financial Services, Inc.
Skopos Labs, Inc.
Wesbanco Bank Inc
Perigon Wealth Management, LLC
Valley Financial Group, Inc.
Western Wealth Management, LLC
Clearwater Capital Advisors, LLC
We Are One Seven, LLC
Bartlett & Co. Wealth Management Llc
PFG Advisors
Weitzel Financial Services, Inc.
AdvisorNet Financial, Inc
ETF Store, Inc.
Innovative Wealth Building LLC
Brucke Financial, Inc.
Birchbrook, Inc.
United Capital Financial Advisers, Llc
Journey Beyond Wealth, LLC
Alteri Wealth LLC
Mariner, LLC
Thrivent Financial For Lutherans
IFP Advisors, Inc
Brookstone Capital Management
Pasadena Private Wealth, LLC
Mainsail Financial Group, LLC
Bogart Wealth, LLC
Stratos Wealth Partners, LTD.
Genesee Capital Advisors, LLC
Chapman Financial Group, Llc
Cumberland Partners Ltd
Hennion & Walsh Asset Management, Inc.
Lantern Wealth Advisors, LLC
Evermay Wealth Management Llc
CWA Asset Management Group, LLC
Bright Futures Wealth Management, LLC.
Family Investment Center, Inc.
Stark Wealth Management LLC
Jpmorgan Chase & Co
Reality Financial Planning Services, LLC
HBK Sorce Advisory LLC
Towercrest Capital Management
Tempus Wealth Planning, LLC
Smithfield Trust Co
Meadowbrook Wealth Management, LLC
MONECO Advisors, LLC
RB Capital Management, LLC
Sunbelt Securities, Inc.
Glen Eagle Advisors, LLC
Federation des caisses Desjardins du Quebec
Tactive Advisors, LLC
Clear Retirement Advice LLC
Dakota Wealth Management
Eagle Bay Advisors LLC
United Advisor Group, LLC
Wealth Enhancement Advisory Services, Llc
Lowe Brockenbrough & Co Inc
Rockefeller Capital Management L.P.
Westfuller Advisors, LLC
Main Street Financial Solutions, LLC
Center for Financial Planning, Inc.
WorthPointe, LLC
Kingsview Wealth Management, LLC
Resources Investment Advisors, LLC.
Baker Avenue Asset Management, LP
Marotta Asset Management
Signet Financial Management, Llc
Kavar Capital Partners Group, Llc
Firestone Capital Management
Valmark Advisers, Inc.
True Link Financial Advisors, LLC
Triad Wealth Partners, LLC
Ark & Tlk Investments, Llc
Sherman Porfolios, Llc
Carrera Capital Advisors
Nbc Securities, Inc.
Team Financial Group, LLC
Destination Wealth Management
Willis Johnson & Associates, Inc.
Wells Fargo & Company/mn
Anderson Hoagland & Co
Juncture Wealth Strategies, Llc
Trust Co Of Vermont
Guardian Financial Partners, LLC
Creative Planning
Cogent Private Wealth, Inc.
Asset Allocation Strategies LLC
Advisory Services Network, LLC
EverSource Wealth Advisors, LLC
Freestone Capital Holdings, LLC
Tucker Asset Management Llc
Brand Asset Management Group, Inc.
W.H. Cornerstone Investments Inc.
Gilbert Capital Group, Inc.
Barrett & Company, Inc.
Win Advisors, Inc
CoreCap Advisors, LLC
Princeton Global Asset Management LLC
Pines Wealth Management, LLC
Morgan Stanley
United Capital Management of KS, Inc.
United Community Bank
Signal Advisors Wealth, LLC
American Investment Services, Inc.
Capital Investment Advisory Services, LLC
Downshift Financial, LLC
Brewster Financial Planning LLC
Foster Victor Wealth Advisors, LLC
Cerity Partners LLC
Vanguard National Trust Co
Alpha Omega Wealth Management LLC
Blackhawk Capital Partners LLC.
Belpointe Asset Management LLC
Stonebridge Financial Group, LLC
Holcombe Financial, Inc.
Successful Portfolios LLC
Simplicity Wealth,LLC
Laurel Oak Wealth Management, Llc
Harbour Investments, Inc.
Smithbridge Asset Management Inc/de
Cornerstone Wealth Advisors, Inc.
DAVENPORT & Co LLC
Joel Isaacson & Co., LLC
Nwam Llc
Asset One Wealth Management LLC
Blume Capital Management, Inc.
Novem Group
Lumbard & Kellner, LLC
Sunrise Financial Services, LLC
Alliancebernstein L.p.
Measured Wealth Private Client Group, LLC
Bank Of Montreal /can/
Plan A Wealth LLC
Blossom Wealth Management
Hidden Cove Wealth Management, LLC
Arcadia Investment Advisors Llc
Amicus Financial Advisors, LLC
Brown Brothers Harriman & Co
Dopkins Wealth Management, Llc
Litman Gregory Asset Management LLC
Mendota Financial Group, LLC
Fiduciary Financial Group, Llc
Olistico Wealth, LLC
Empower Advisory Group, LLC
Bernard Wealth Management Corp.
Johnson Investment Counsel Inc
Moisand Fitzgerald Tamayo, LLC
Goldman Sachs Group Inc
Nalls Sherbakoff Group, Llc
Stephens Group Asset Management, Llc
ZynergyRetirementPlanningLLC
Krilogy Financial LLC
Fortis Group Advisors, LLC
Vision Financial Markets Llc
Nbt Bank N A /ny
Inspire Advisors, LLC
Blue Bell Private Wealth Management, Llc
Spire Wealth Management
Avant Financial Advisors LLC
Hutchinson Capital Management/ca
StoneX Group Inc.
Private Wealth Asset Management, LLC
Caitlin John, LLC
Dean Investment Associates, Llc
Friedenthal Financial
Tower Research Capital LLC (TRC)
Black Diamond Financial, LLC
Ausdal Financial Partners, Inc.
Private Advisor Group, LLC
Vanguard Advisers Inc
First Financial Group Corp
Signature Estate & Investment Advisors Llc
Fmr Llc
Centurion Wealth Management LLC
Vise Technologies, Inc.
Natixis Advisors, L.p.
Mission Wealth Management, Lp
Midwest Trust Co
Prime Capital Investment Advisors, LLC
Raymond James Financial Inc
CI Private Wealth, LLC
WT Wealth Management
MCF Advisors LLC
Lodestar Private Asset Management Llc
Orographic Financial Advisors, LLC
Ubs Asset Management Americas Inc
Hm Payson & Co
Sanctuary Advisors, LLC
Townsquare Capital Llc
Diversified Enterprises, LLC
Greenline Partners, LLC
Sand Hill Global Advisors, LLC
Opus Financial Solutions LLC
Kestra Investment Management, LLC
Islay Capital Management, Llc
Rocky Mountain Advisers, Llc
Cordant, Inc.
Dover Advisors, Llc
Tradewinds, LLC.
Westside Investment Management, Inc.
Crewe Advisors LLC
Global Trust Asset Management, LLC
Pure Financial Advisors, Inc.
Chilton Investment Co Llc
Founders Financial Alliance, LLC
Comerica Bank
Twele Capital Management, Inc.
Steward Partners Investment Advisory, Llc
Citigroup Inc
Versant Capital Management, Inc
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