McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 1,108 $393K 0.35% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,107 $393K 0.23% +64 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,104 $392K 0.04% +180 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 1,102 $391K 0.46% 13F-HR Timeline OmniStar Financial Group, Inc. 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More: the full row for Bond & Devick Financial Network, Inc. 1,088 $386K 0.13% -15 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,085 $385K 0.04% -1,178 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,085 $385K 0.07% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,084 $385K 0.04% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 1,083 $385K 0.1% -112 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 1,082 $384K 0.34% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 1,081 $384K 0.1% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,079 $383K 0.21% +15 13F-HR Timeline Pegasus Asset Management, Inc. 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More: the full row for BCS Private Wealth Management, Inc. 1,024 $364K 0.14% 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 1,022 $363K 0.35% -52 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 1,020 $362K 0.23% -211 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 1,018 $361K 0.08% 0 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 1,015 $360K 0.22% new 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 1,013 $360K 0.09% -1 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 1,013 $360K 0.18% +29 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,012 $359K 0.03% -11 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,009 $358K 0.2% +25 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,008 $358K 0.15% -156 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 1,007 $358K 0.05% +4 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 1,005 $357K 0.26% -50 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 1,005 $357K 0.36% 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,005 $357K 0.02% +151 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 1,003 $356K 0.13% new 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 1,002 $356K 0.05% new 13F-HR Timeline Group Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 1,001 $355K 0.28% -109 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 1,000 $355K <0.01% 0 13F-HR Timeline Group Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,000 $355K 0.23% 0 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 1,000 $355K 0.1% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,000 $355K 0.06% +50 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 1,012 $355K 0.12% 0 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 1,016 $354K 0.23% -77 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 997 $354K 0.18% new 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 996 $354K 0.19% +39 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,023 $353K 0.19% 0 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 995 $353K 0.06% 0 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 995 $353K 0.2% +42 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 995 $353K 0.26% +92 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 994 $353K 0.11% -1 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 993 $353K 0.06% 0 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 993 $353K 0.17% 0 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 992 $352K 0.18% -43 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 987 $351K 0.14% -40 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 987 $350K 0.15% +985 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 986 $350K 0.21% -94 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 986 $350K 0.08% -4 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 985 $350K 0.2% -14 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 984 $349K 0.16% -4 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 983 $349K 0.06% +329 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 982 $349K 0.16% 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 981 $348K 0.22% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 980 $348K 0.15% -9 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 978 $347K 0.26% +37 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 977 $347K 0.01% -260 13F-HR Timeline Group BXM Wealth LLC More: the full row for BXM Wealth LLC 977 $347K 0.41% +143 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,027 $346K 0.07% +1 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 975 $346K 0.08% +73 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 975 $346K 0.04% +387 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 973 $345K 0.12% -30 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 970 $344K 0.12% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 969 $344K 0.25% +8 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 995 $344K 0.28% -25 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 968 $344K 0.28% +5 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 966 $343K 0.11% +217 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 966 $343K 0.08% -8 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 966 $343K 0.27% -20 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 964 $342K 0.07% +74 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 964 $342K 0.08% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 959 $341K 0.22% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 959 $340K 0.1% +1 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 958 $340K 0.22% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 957 $340K 0.03% +308 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 955 $339K 0.08% -154 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 950 $337K 0.33% +42 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 950 $337K 0.14% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 949 $337K 0.18% +13 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 949 $337K 0.12% +42 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 949 $337K 0.14% 0 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 948 $337K 0.32% -4 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 942 $334K 0.04% -184 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 941 $334K 0.25% -125 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 938 $333K 0.13% -1 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 937 $333K 0.09% +15 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 948 $332K 0.2% 0 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 935 $332K 0.02% +25 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 935 $332K 0.22% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 934 $332K 0.05% -2,465 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 931 $331K 0.2% +44 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 930 $330K 0.18% -124 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 928 $329K 0.01% -278 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 926 $329K 0.4% -109 13F-HR Timeline Almanack Investment Partners, LLC. 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Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 888 $315K 0.19% +11 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 887 $315K 0.16% +67 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 887 $315K 0.33% +16 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 886 $315K 0.05% +47 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 902 $313K 0.28% -92 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 881 $313K 0.03% -14 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 879 $312K 0.13% -30 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 874 $310K 0.02% -65 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 872 $309K 0.09% +1 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 870 $309K 0.11% +45 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 867 $308K 0.08% +249 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 866 $308K 0.08% +94 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 864 $307K 0.16% -50 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 863 $307K 0.23% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 861 $306K 0.06% -82 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 860 $305K 0.07% 0 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 859 $305K <0.01% -100 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 861 $305K 0.03% +126 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 858 $305K 0.14% -84 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 858 $304K 0.14% -4 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 854 $303K 0.06% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 854 $303K 0.12% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 852 $303K <0.01% -46 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 852 $303K 0.13% -13 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 850 $302K 0.1% +139 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 849 $301K 0.09% +51 13F-HR/A Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 847 $301K 0.17% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 846 $300K 0.25% 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 844 $300K 0.19% +260 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 842 $299K 0.12% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 864 $298K 0.14% -9 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 836 $297K 0.05% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 835 $296K 0.12% 0 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 834 $296K 0.11% 0 13F-HR Timeline