SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF - Net Long/Short Value

iShares Trust - iShares MSCI EAFE 小型股 ETF
US ˙ NasdaqGM ˙ US4642882736

SCZ / iShares Trust - iShares MSCI EAFE Small-Cap 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)
Sound Stewardship, LLC
Greenspring Advisors, LLC
Harbor Advisory Corp /ma/
TCG Advisory Services, LLC
Heck Capital Advisors, LLC
Oppenheimer Asset Management Inc.
NewEdge Wealth, LLC
Bravera Wealth
Busey Wealth Management
Ferguson Wellman Capital Management, Inc
Colony Group, LLC
Mill Creek Capital Advisors, LLC
Hickory Point Bank & Trust
Annex Advisory Services, LLC
Clune & Associates, Ltd.
BKD Wealth Advisors, LLC
Martin & Co Inc /tn/
Brickley Wealth Management
Independent Financial Group, Llc
RPg Family Wealth Advisory, LLC
Plante Moran Financial Advisors, LLC
Allegheny Financial Group LTD
Creative Planning
Wealthcare Advisory Partners LLC
Great Valley Advisor Group, Inc.
KERR FINANCIAL PLANNING Corp
Sunbelt Securities, Inc.
Private Wealth Management Group, LLC
Mariner, LLC
LTG Capital LLC
Headinvest, Llc
SB Capital Management Inc
CIBC Bancorp USA Inc.
Pinnacle Financial Partners, Inc.
Fiduciary Advisors, Inc.
Omega Financial Group, LLC
New Millennium Group LLC
Zrc Wealth Management, Llc
TFC Financial Management
American National Bank
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Probity Advisors, Inc.
JDM Financial Group LLC
Capital Group Private Client Services, Inc.
Planning Project LLC
Mml Investors Services, Llc
Cascade Financial Partners, LLC
TIAA Wealth Investment Management LLC
May Hill Capital, LLC
Crewe Advisors LLC
Pinnacle Bancorp, Inc.
Capital Analysts, Inc.
Alliancebernstein L.p.
American Century Companies Inc
PlanVest Financial, Inc
Tsfg, Llc
Cm Wealth Advisors Llc
Monument Group Wealth Advisors, LLC
Beacon Harbor Wealth Advisors, Inc.
Signaturefd, Llc
Nemes Rush Group LLC
Fonville Wealth Management LLC
CNB Bank
Beaird Harris Wealth Management, LLC
Nicholas Hoffman & Company, LLC.
Raymond James Financial Inc
Rialto Wealth Management, LLC
Truefg, Llc
Squire Investment Management Company, LLC
Northwestern Mutual Wealth Management Co
Kohmann Bosshard Financial Services, LLC
CENTRAL TRUST Co
Burkett Financial Services, Llc
BRYN MAWR TRUST Co
Ci Investments Inc.
Goldman Sachs Group Inc
Cambridge Investment Research Advisors, Inc.
Berkeley, Inc
Susquehanna International Group, Llp
Phillips Financial Management, Llc
Cresset Asset Management, LLC
Financial Advisory Service, Inc.
Family Wealth Partners, Llc
Belleair Asset Management, LLC
Envestnet Asset Management Inc
Pnc Financial Services Group, Inc.
Citizens National Bank Trust Department
Compass Ion Advisors, LLC
CIBC World Markets Inc.
Encompass Wealth Advisors, Llc
AdvisorNet Financial, Inc
Angeles Wealth Management, Llc
Elevate Wealth Advisory, Inc
Umb Bank N A/mo
Western Wealth Management, LLC
Aire Advisors, Llc
Bartlett & Co. Wealth Management Llc
Johnson Investment Counsel Inc
CX Institutional
Galvin, Gaustad & Stein, LLC
Skopos Labs, Inc.
Fortis Capital Advisors, LLC
Washington Trust Bank
Ballentine Partners, LLC
Shore Point Advisors, LLC
Nbc Securities, Inc.
Argent Trust Co
SRS Capital Advisors, Inc.
Vise Technologies, Inc.
Financial Perspectives, Inc
Foundations Investment Advisors, LLC
Baird Financial Group, Inc.
Tudor Investment Corp Et Al
Longview Financial Advisors LLC
Asset Dedication, LLC
Aurelius Family Office LLC
Stephens Inc /ar/
Strengthening Families & Communities, LLC
TAGStone Capital, Inc.
Coyle Financial Counsel LLC
Thurston, Springer, Miller, Herd & Titak, Inc.
First Community Trust Na
Dorsey & Whitney Trust CO LLC
Grantham, Mayo, Van Otterloo & Co. LLC
OneAscent Financial Services LLC
CI Private Wealth, LLC
Financial Synergies Wealth Advisors, Inc.
Adviser Investments LLC
Essex Financial Services, Inc.
Nuveen, LLC
Grove Bank & Trust
WESCAP Management Group, Inc.
Glenmede Trust Co Na
Smallwood Wealth Investment Management, LLC
Clearwater Capital Advisors, LLC
Sterling Capital Management LLC
First Citizens Investor Services, Inc.
Y-Intercept (Hong Kong) Ltd
Ntv Asset Management Llc
Versant Capital Management, Inc
Mission Wealth Management, Lp
Narus Financial Partners, LLC
UMA Financial Services, Inc.
Embree Financial Group
Roxbury Financial LLC
Professional Financial Advisors, LLC
Envestnet Portfolio Solutions, Inc.
Moneta Group Investment Advisors Llc
Rockingstone Advisors LLC
Clayton Financial Group LLC
Trust Co Of Vermont
Copia Wealth Management
William Howard & Co Financial Advisors Inc
Investors Research Corp
Main Management LLC
Thompson Investment Management, Inc.
Wellington Management Group Llp
Canandaigua National Corp
U.S. Capital Wealth Advisors, LLC
Bessemer Group Inc
KFA Private Wealth Group, LLC
Davidson Trust Co
Apella Capital, LLC
Sigma Planning Corp
Financiere des Professionnels - Fonds d,investissement inc.
Simon Quick Advisors, Llc
YANKCOM Partnership
Anchor Investment Management, LLC
HighPoint Advisor Group LLC
Allworth Financial LP
Kingsview Wealth Management, LLC
Founders Financial Alliance, LLC
Glass Jacobson Investment Advisors llc
Sierra Capital LLC
Dixon Mitchell Investment Counsel Inc.
Cdkv Holdings Llc
High Point Wealth Management, LLC
Northern Trust Corp
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Biltmore Family Office, LLC
Laird Norton Trust Company, Llc
RMB Capital Management, LLC
Cardiff Park Advisors, Llc
Atlantic Union Bankshares Corp
Partnership Wealth Management, LLC
Summit Trail Advisors, Llc
Archer Investment Corp
Thryve Wealth Management Llc
Bell Investment Advisors, Inc
Diversify Wealth Management, Llc
Curio Wealth, Llc
SageView Advisory Group, LLC
Hamilton Point Investment Advisors, LLC
Huntington National Bank
McLean Asset Management Corp
Sound Income Strategies, LLC
Capital Advisors, Ltd. LLC
Bleakley Financial Group, LLC
Wells Fargo & Company/mn
Montis Financial, LLC
Canopy Partners, LLC
Integrated Capital Management, LLC
Park Place Capital Corp
Sanctuary Advisors, LLC
Wright Fund Managment, LLC
Main Street Group, LTD
Fi3 FINANCIAL ADVISORS, LLC
IFG Advisors, LLC
Maryland Capital Advisors Inc.
Tortoise Investment Management, LLC
Miller Global Investments, LLC
Old Second National Bank Of Aurora
Smith Partners Wealth Management, LLC
Peapack Gladstone Financial Corp
Richards, Merrill & Peterson, Inc.
TRB Wealth Management, LLC
Foster Victor Wealth Advisors, LLC
First Citizens Asset Management, Inc.
Bear Mountain Capital, Inc.
Strategic Advisory Partners, Llc
Tranquility Partners, LLC
True Link Financial Advisors, LLC
Hexagon Capital Partners LLC
Tilson Financial Group, Inc.
Colorado Capital Management, Inc.
Shakespeare Wealth Management, Inc.
Wescott Financial Advisory Group, LLC
Eagle Strategies LLC
Tanglewood Legacy Advisors, LLC
Auto-Owners Insurance Co
Strategic Wealth Partners, Ltd.
Trust Co of the South
Allspring Global Investments Holdings, LLC
Lido Advisors, LLC
Exencial Wealth Advisors, Llc
Harbor Group, Inc.
Arvest Investments, Inc.
Modern Wealth Management, LLC
Garrison Point Advisors, Llc
Athena Investment Management
Rathbone Brothers plc
Kelly Financial Group Llc
First Command Advisory Services, Inc.
Halbert Hargrove Global Advisors, Llc
Us Bancorp \de\
Golden State Wealth Management, LLC
Shoker Investment Counsel, Inc.
CIBC Private Wealth Group, LLC
Toronto Dominion Bank
Stifel Financial Corp
Fidelis Capital Partners, LLC
Atlantic Trust, LLC
BlackRock, Inc.
Baker Avenue Asset Management, LP
IFP Advisors, Inc
Fifth Third Wealth Advisors LLC
Williams & Novak, LLC
Wedmont Private Capital
Spire Wealth Management
Vanguard National Trust Co
Ritholtz Wealth Management
Mutual Advisors, LLC
My Personal CFO, LLC
21 West Wealth Management LLC
Parallel Advisors, LLC
Private Advisor Group, LLC
Bank of New York Mellon Corp
Ameriprise Financial Inc
Modera Wealth Management, LLC
Charles Schwab Trust Co
Strategic Blueprint, LLC
Provenance Wealth Advisors, LLC
UBS Group AG
Tiaa Trust, National Association
HB Wealth Management, LLC
Gladstone Institutional Advisory LLC
Forefront Wealth Partners, LLC
Partners in Financial Planning
Upper Left Wealth Management, LLC
SYM FINANCIAL Corp
Addison Advisors LLC
Guardian Wealth Advisors, Llc / Nc
Hartland & Co., LLC
Frazier Financial Advisors, LLC
Fca Corp /tx
Networth Advisors, LLC
Thrivent Financial For Lutherans
Plancorp, LLC
Waldron Private Wealth LLC
MBM Wealth Consultants, LLC
Beacon Pointe Advisors, LLC
Merit Financial Group, LLC
City State Bank
Newton One Investments LLC
Hantz Financial Services, Inc.
Rebalance, Llc
Tradewinds Capital Management, LLC
Whittier Trust Co
Williams Jones Wealth Management, LLC.
NFP Retirement, Inc.
Highline Wealth Partners Llc
Annis Gardner Whiting Capital Advisors, LLC
Hazlett, Burt & Watson, Inc.
United Financial Planning Group LLC
Maltin Wealth Management, Inc.
United Advisor Group, LLC
Cooke Wealth Management, LLC
Synergy Investment Management, LLC
Ashton Thomas Private Wealth, LLC
CVA Family Office, LLC
Stock Yards Bank & Trust Co
Granite Harbor Advisors, Inc.
Coston, McIsaac & Partners
Register Financial Advisors LLC
Bitterroot Capital Advisors Llc
MeadowBrook Investment Advisors LLC
Index Fund Advisors, Inc.
Bank Of Hawaii
Betterment LLC
Murphy & Mullick Capital Management Corp
Cambient Family Office, Llc
Old Mission Capital Llc
Valeo Financial Advisors, LLC
Pure Financial Advisors, Inc.
Foundation Wealth Management, LLC
JNBA Financial Advisors
Elmwood Wealth Management, Inc.
Columbus Macro, LLC
Renaissance Technologies Llc
Schwab Charitable Fund
Westside Investment Management, Inc.
Natixis Advisors, L.p.
Arvest Bank Trust Division
Endowment Wealth Management, Inc.
Gables Capital Management Inc.
Cherry Tree Wealth Management, LLC
Valley National Advisers Inc
Glassman Wealth Services
Evanson Asset Management, LLC
Franklin Resources Inc
M&t Bank Corp
Cassaday & Co Wealth Management LLC
Sunrise Financial Services, LLC
Washington Trust Advisors, Inc.
D.a. Davidson & Co.
Russell Investments Group, Ltd.
Aqr Capital Management Llc
Alpha Omega Wealth Management LLC
Hollencrest Capital Management
BIP Wealth, LLC
Wealth Preservation Advisors, LLC
Qube Research & Technologies Ltd
Arkadios Wealth Advisors
RBF Capital, LLC
Cornerstone Management, Inc.
One Capital Management, LLC
Equitable Holdings, Inc.
Sax Wealth Advisors, Llc
Fort Vancouver Investment Management, LLC
Lam Group, Inc.
Winch Advisory Services, LLC
Advisor Group Holdings, Inc.
Horizon Bancorp Inc /in/
Birch Financial Group, Llc
Sentinel Wealth Management, Inc.
Global Retirement Partners, LLC
SHP Wealth Management
Financial Advisory Corp
Pacifica Partners Inc.
MSH Capital Advisors LLC
Ancora Advisors, LLC
MAI Capital Management
Rothschild Investment Llc
Mosaic Financial Group, Llc
Citigroup Inc
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Wealth Enhancement Advisory Services, Llc
Atlantic Edge Private Wealth Management, LLC
Procyon Private Wealth Partners, LLC
Farmers & Merchants Investments Inc
Steel Peak Wealth Management LLC
St. Louis Trust Co
Foundation Wealth Management, LLC\PA
Noble Family Wealth, LLC
Pandora Wealth, Inc.
Clear Investment Research, Llc
Fairway Wealth LLC
Corsicana & Co.
Mason Investment Advisory Services, Inc.
Midwest Trust Co
Bestgate Wealth Advisors, LLC
Elyxium Wealth, LLC
Boston Private Wealth Llc
Smartleaf Asset Management LLC
Twin Focus Capital Partners, Llc
Harbor Asset Planning, Inc.
National Bank Of Canada /fi/
Sowell Financial Services LLC
Silver Grove Financial Group, Inc.
Harbour Investments, Inc.
Providence Capital Advisors, LLC
Checchi Capital Advisers, LLC
Brucke Financial, Inc.
Jacobs Equity LLC
Geneos Wealth Management Inc.
Monetary Solutions, Ltd
Rosenberg Matthew Hamilton
Strategic Family Wealth Counselors, L.L.C.
Note Advisors, LLC
Regal Investment Advisors LLC
Covenant Partners, LLC
Integrated Wealth Concepts LLC
Intergy Private Wealth, LLC
Cwm, Llc
Sachetta, LLC
Advisory Services Network, LLC
Krilogy Financial LLC
First Western Trust Bank
Eastern Bank
Collective Family Office Llc
Farther Finance Advisors, LLC
Magnus Financial Group LLC
GHP Investment Advisors, Inc.
Fourth Dimension Wealth, LLC
Jones Financial Companies Lllp
Stone Point Wealth LLC
Private Trust Co Na
Benson Wealth Management INC
AllSquare Wealth Management LLC
Bogart Wealth, LLC
Gen-Wealth Partners Inc
Quantinno Capital Management LP
rebel Financial LLC
EverSource Wealth Advisors, LLC
Thompson Siegel & Walmsley Llc
Indiana Trust & Investment Management CO
Ascent Group, LLC
Segment Wealth Management, LLC
1015 Capital Partners, LLC
Warren Averett Asset Management, LLC
Montecito Bank & Trust
Bedel Financial Consulting, Inc.
DORVAL Corp
SCS Capital Management LLC
Richard P Slaughter Associates Inc
Integrity Wealth Solutions LLC
Westmount Partners, LLC
GAMMA Investing LLC
Wolff Wiese Magana Llc
Phillip James Consulting Co.
Interchange Capital Partners, LLC
Captrust Financial Advisors
Independence Bank of Kentucky
Heritage Trust Co
Prospera Financial Services Inc
Breakwater Capital Group
IMG Wealth Management, Inc.
Avion Wealth
United Capital Financial Advisers, Llc
Wiley Bros.-aintree Capital, Llc
JMG Financial Group, Ltd.
Brooklyn FI, LLC
Sage Mountain Advisors LLC
Klingman & Associates, LLC
Colonial Trust Co / SC
IHT Wealth Management, LLC
Cary Street Partners Financial Llc
Park National Corp /oh/
CFS Investment Advisory Services, LLC
Legacy Edge Advisors, LLC
Operose Advisors LLC
Independent Advisor Alliance
Assetmark, Inc
IAG Wealth Partners, LLC
MCF Advisors LLC
Meridian Financial, LLC
Truepoint, Inc.
Becker Capital Management Inc
Parkside Financial Bank & Trust
Blueline Advisors Llc
Bridge Generations Wealth Management Llc
Signature Estate & Investment Advisors Llc
Kestra Advisory Services, LLC
Stephens Consulting, LLC
Crescent Grove Advisors, LLC
First Citizens Bank & Trust Co
Matters Capital Llc
Lloyd Advisory Services, LLC.
Brand Asset Management Group, Inc.
Medallion Wealth Advisors, LLC
Wealth Enhancement Trust Services, Inc.
Align Financial, LLC
Nicolet Bankshares Inc
Discipline Wealth Solutions, LLC
Ubs Asset Management Americas Inc
Jpmorgan Chase & Co
Cutler Investment Counsel Llc
Dogwood Wealth Management LLC
Werba Rubin Papier Wealth Management
Nicolet Advisory Services, Llc
Windward Private Wealth Management Inc.
Glenview Trust Co
Hancock Whitney Corp
Blair William & Co/il
Corepath Wealth Partners Llc
Cornerstone Financial Management LLC
TD Waterhouse Canada Inc.
Armstrong, Fleming & Moore, Inc
Aptus Capital Advisors, LLC
Total Wealth Planning, Llc
Integrated Advisors Network LLC
Webster Bank, N. A.
MB Generational Wealth, LLC
C M Bidwell & Associates Ltd
Goldstein Advisors, LLC
Dunhill Financial, LLC
Tobias Financial Advisors, Inc.
Perigon Wealth Management, LLC
Montag A & Associates Inc
DMG Group, LLC
Richard W. Paul & Associates, LLC
Savant Capital, LLC
Truist Financial Corp
Kilter Group LLC
Michels Family Financial, LLC
Sincerus Advisory, LLC
Wealthspire Advisors, LLC
Gateway Wealth Partners, LLC
Dorato Capital Management
Finley Financial, LLC
Abound Wealth Management
Lee Financial Co
REDW Wealth LLC
NorthStar Asset Management LLC /NJ/
Bank Of Stockton
Bank Of Montreal /can/
Johnson Financial Group, LLC
Rockefeller Capital Management L.P.
AlphaCore Capital LLC
Creative Financial Designs Inc /adv
Miracle Mile Advisors, LLC
Newbridge Financial Services Group, Inc.
Prosperity Planning, Inc.
High Note Wealth, LLC
Oppenheimer & Co Inc
Strategic Wealth Advisors LLC
FSM Wealth Advisors, LLC
Salem Investment Counselors Inc
Ceera Investments, Llc
Wealth Architects, LLC
Teachers Insurance & Annuity Association Of America
Squarepoint Ops LLC
Whittier Trust Co Of Nevada Inc
Summit Financial, LLC
DAVENPORT & Co LLC
Steward Partners Investment Advisory, Llc
Nwam Llc
Bank Of America Corp /de/
Aznar Financial Advisors, LLC
Global View Capital Management LLC
Harbor Investment Advisory, Llc
Robertson Stephens Wealth Management, LLC
Wealthfront Advisers Llc
Sei Investments Co
DHJJ Financial Advisors, Ltd.
MRP Capital Investments, LLC
Simplicity Wealth,LLC
Avidian Wealth Solutions, LLC
FDx Advisors, Inc.
O'shaughnessy Asset Management, Llc
BEAM Asset Management, LLC
Jfs Wealth Advisors, Llc
Coldstream Capital Management Inc
Ark & Tlk Investments, Llc
Linscomb & Williams, Inc.
State of Tennessee, Treasury Department
Strive Financial Group ,LLC
Fmr Llc
Moisand Fitzgerald Tamayo, LLC
First American Trust, Fsb
Federation des caisses Desjardins du Quebec
St Germain D J Co Inc
Courage Miller Partners, LLC
Tiaa-cref Individual & Institutional Services, Llc
Acropolis Investment Management, LLC
Continuum Advisory, LLC
Atomi Financial Group, Inc.
Sand Hill Global Advisors, LLC
Td Private Client Wealth Llc
Root Financial Partners, LLC
MidFirst Bank
Up Strategic Wealth Investment Advisors Llc
DiNuzzo Private Wealth, Inc.
Point72 Asset Management, L.P.
GEM Asset Management, LLC
Samalin Investment Counsel, LLC
BayBridge Capital Group, LLC
Gladwyn Financial Advisors, Inc.
Bayban
Retirement Planning Group
MFA Wealth Services
Vanguard Advisers Inc
Fee-Only Financial Planning, L.C.
AE Wealth Management LLC
Belpointe Asset Management LLC
Vista Investment Management
S&t Bank/pa
Gunpowder Capital Management, LLC dba Oliver Wealth Management
Buckingham Strategic Partners
Elevated Capital Advisors, LLC
Putnam Fl Investment Management Co
Cranbrook Wealth Management, LLC
Michael Brady & Co., LLC
Freestone Capital Holdings, LLC
Pitcairn Wealth Advisors LLC
Pointe Capital Management LLC
Capital Investment Advisory Services, LLC
Kestra Private Wealth Services, Llc
Larson Financial Group LLC
Frontier Asset Management, LLC
Great Point Wealth Advisors, LLC
Quent Capital, LLC
Pensionmark Financial Group, Llc
Rehmann Capital Advisory Group
Fisher Asset Management, LLC
American Financial Advisors, LLC
NorthRock Partners, LLC
Pinnacle Wealth Planning Services, Inc.
Savvy Advisors, Inc.
Caldwell Securities, Inc
Dynamic Financial Group
Causeway Capital Management Llc
Rsm Us Wealth Management Llc
Greenleaf Trust
Aletheian Wealth Advisors LLC
Trust Co Of Toledo Na /oh/
Ifrah Financial Services, Inc.
EP Wealth Advisors, Inc.
American Financial & Tax Strategies Inc
Aspiriant, Llc
Wedbush Securities Inc
Essential Partners LLC
Owl Creek Wealth Partners LLC
Canandaigua National Bank & Trust Co
GFS Advisors, LLC
Pinney & Scofield, Inc.
Mather Group, Llc.
Kavar Capital Partners Group, Llc
Brown, Lisle/cummings, Inc.
Alerus Financial Na
CoreCap Advisors, LLC
Morgan Stanley
Concurrent Investment Advisors, LLC
RTD Financial Advisors, Inc.
Resources Investment Advisors, LLC.
HighTower Advisors, LLC
My Purposeful Wealth Corp.
Latitude Advisors, LLC
Arlington Trust Co LLC
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
Acadian Asset Management Llc
Citizens Financial Group Inc/ri
Burk Holdings LLC
Empower Advisory Group, LLC
Quent Long Short Global Small Cap Fund, LP
Morton Capital Management LLC/CA
Ritter Daniher Financial Advisory LLC / DE
Berger Financial Group, Inc
Eagle Rock Investment Company, Llc
Running Point Capital Advisors, LLC
Princeton Global Asset Management LLC
Peloton Wealth Strategists
Wealthcare Capital Partners, LLC
Petersen Hastings Wealth Advisors Inc.
Lodestone Wealth Management LLC
Claris Advisors, Llc / Mo /
Daytona Street Capital LLC
State of New Jersey Common Pension Fund D
Schoolcraft Capital LLC
Gts Securities Llc
Kingdom Financial Group LLC.
Dala Group, LLC
Mercer Global Advisors Inc /adv
Mullaney, Keating & Wright, Inc.
Winnow Wealth Llc
IMA Wealth, Inc.
Austin Private Wealth, LLC
Whalerock Point Partners, Llc
Keel Point, LLC
McAdam, LLC
Godfrey Financial Associates, Inc.
Rf&l Wealth Management, Llc
Cullen/frost Bankers, Inc.
Droms Strauss Advisors Inc /mo/ /adv
Aspect Partners, LLC
Cerity Partners LLC
Key Capital Management, INC
Meramec Financial Planners, LLC
Benjamin Edwards Inc
New York State Common Retirement Fund
Disciplined Investments, LLC
Oakworth Capital, Inc.
Ronald Blue Trust, Inc.
BOK Financial Private Wealth, Inc.
Comerica Bank
Efficient Advisors, LLC
Cetera Investment Advisers
SJS Investment Consulting Inc.
Key FInancial Inc
Citadel Advisors Llc
Pinnacle Wealth Management Advisory Group, LLC
International Assets Investment Management, Llc
Abacus Planning Group, Inc.
First Pacific Financial
Vistica Wealth Advisors, LLC
LPL Financial LLC
Holistic Planning, LLC
WealthCollab, LLC
LongView Wealth Management
Hemenway Trust Co LLC
Callan Family Office, LLC
Tucker Asset Management Llc
Risk Paradigm Group, LLC
Royal Bank Of Canada
GW&K Investment Management, LLC
Beckerman Institutional, LLC
Principal Securities, Inc.
Sentinel Advisory Group, LLC
Braun-Bostich & Associates Inc.
Lpwm Llc
Walkner Condon Financial Advisors LLC
Nbt Bank N A /ny
Commerce Bank
Quadrant Capital Group Llc
Wealthcare Capital Management Llc
Vannoy Advisory Group, Inc.
Howe & Rusling Inc
Sequoia Financial Advisors, LLC
Fifth Third Bancorp
Reston Wealth Management Llc
Pathstone Holdings, LLC
Financial Harvest, LLC
Kayne Anderson Rudnick Investment Management Llc
Morris Financial Concepts, Inc.
James J. Burns & Company, LLC
Creekside Partners
Atlas Capital Advisors Llc
Wsfs Capital Management, Llc
First Horizon Corp
Hilton Head Capital Partners, LLC
Alesco Advisors Llc
Keybank National Association/oh
Mesirow Financial Investment Management, Inc.
Stratos Wealth Partners, LTD.
EPG Wealth Management LLC
Hudson Portfolio Management LLC
Pinnacle Associates Ltd
Marquette Asset Management, LLC
Tompkins Financial Corp
Deutsche Bank Ag\
Perkins Coie Trust Co
Lake Street Financial Llc
Forum Financial Management, LP
Cornerstone Wealth Advisors, Inc.
Private Wealth Asset Management, LLC
Regions Financial Corp
Naples Global Advisors, Llc
Falcon Wealth Planning
Bokf, Na
Guidance Point Advisors, LLC
New Covenant Trust Company, N.A.
Accretive Wealth Partners, LLC
Covestor Ltd
Vance Wealth, Inc.
Invesco Ltd.
Sterling Financial Planning, Inc.
Evelyn Partners Asset Management Ltd
Financial Engines Advisors L.L.C.
First Interstate Bank
Red Tortoise LLC
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