Stock
SGOV
| Ownership Count: | 1134 |
| Ownership Count: | 1134 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| MORGAN STANLEY | 0.07% |
No Change
|
4,745,838 | $478,000,000.0 |
| LPL Financial LLC | 0.18% |
Added 40.02%
|
4,236,194 | $424,974,000.0 |
| SVB WEALTH LLC | 7.27% |
Reduced 15.28%
|
3,931,325 | $393,329,000.0 |
| EXCHANGE TRADED CONCEPTS, LLC | 10.47% |
Added 139199.31%
|
3,632,926 | $365,726,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.08% |
No Change
|
2,138,579 | $214,542,000.0 |
| RAYMOND JAMES & ASSOCIATES | 0.12% |
Added 61.20%
|
1,895,834 | $190,948,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.03% |
Reduced 1.52%
|
1,785,558 | $179,127,000.0 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 5.13% |
Reduced 4.16%
|
1,751,363 | $175,696,000.0 |
| Beaumont Financial Partners, LLC | 16.75% |
No Change
|
1,740,775 | $174,547,000.0 |
| NorthRock Partners, LLC | 5.6% |
Added 146.82%
|
1,696,203 | $170,163,000.0 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 8.04% |
Added 36.24%
|
1,609,202 | $161,435,000.0 |
| MAI Capital Management | 1.08% |
No Change
|
1,422,922 | $142,747,000.0 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 2.05% |
Added 43.34%
|
1,422,081 | $142,663,000.0 |
| GM Advisory Group, LLC | 7.45% |
Added 40.16%
|
1,336,886 | $134,116,000.0 |
| AJ WEALTH STRATEGIES, LLC | 6.44% |
No Change
|
1,323,537 | $133,187,000.0 |