AE Wealth Management

Latest statistics and disclosures from AE Wealth Management's latest quarterly 13F-HR filing:

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Positions held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for AE Wealth Management

AE Wealth Management holds 2035 positions in its portfolio as reported in the December 2023 quarterly 13F filing

AE Wealth Management has 2035 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.2 $603M +9% 3.1M 192.42
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Microsoft Corporation (MSFT) 2.4 $455M +12% 1.1M 403.93
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Spdr Ser Tr Portfolio S&p500 (SPLG) 2.4 $447M +7% 7.8M 57.32
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.1 $394M +15% 879k 448.23
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Ishares Tr Core S&p500 Etf (IVV) 1.9 $353M 721k 489.82
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Amazon (AMZN) 1.3 $244M +13% 1.5M 159.12
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Ishares Tr Rus Tp200 Gr Etf (IWY) 1.2 $230M +11% 1.3M 183.05
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NVIDIA Corporation (NVDA) 1.2 $219M +9% 359k 610.31
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Dimensional Etf Trust Us Sustainabilty (DFSU) 1.0 $197M 6.2M 31.75
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.0 $190M -36% 2.1M 91.75
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.9 $177M +61% 3.6M 48.54
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Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) 0.9 $170M +1335% 5.6M 30.64
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Vanguard Index Fds Growth Etf (VUG) 0.8 $160M +14% 496k 322.82
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Alphabet Cap Stk Cl A (GOOGL) 0.8 $159M +11% 1.0M 152.18
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Ishares Tr Rus Tp200 Vl Etf (IWX) 0.7 $133M +8% 1.9M 70.99
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Pimco Etf Tr Ultra Short Govt (BILZ) 0.7 $129M +25352% 1.3M 101.05
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $128M +19% 2.2M 58.37
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.7 $127M -32% 1.3M 100.67
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Ishares Core Msci Emkt (IEMG) 0.7 $127M -4% 2.6M 48.97
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Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $125M 516k 242.12
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $120M -13% 1.8M 67.95
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.6 $106M +2% 2.3M 45.69
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Exxon Mobil Corporation (XOM) 0.5 $104M +15% 1.0M 103.00
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JPMorgan Chase & Co. (JPM) 0.5 $103M +28% 598k 172.28
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.5 $99M +38% 2.0M 50.45
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Meta Platforms Cl A (META) 0.5 $99M +13% 250k 394.14
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $99M +28% 256k 385.40
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Ishares Tr Eafe Grwth Etf (EFG) 0.5 $96M -4% 989k 97.19
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.5 $95M -3% 2.0M 46.84
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Procter & Gamble Company (PG) 0.5 $89M +18% 569k 156.14
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Aim Etf Products Trust Allianzim Us Lrg (AUGW) 0.5 $89M +25% 3.4M 26.21
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $88M +3% 583k 151.35
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Ishares Tr Russell 2000 Etf (IWM) 0.5 $88M -36% 447k 195.98
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Ishares Tr Eafe Value Etf (EFV) 0.4 $82M +6% 1.6M 51.59
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Chevron Corporation (CVX) 0.4 $82M +18% 551k 149.14
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Ishares Tr Usd Inv Grde Etf (USIG) 0.4 $80M +2% 1.6M 50.75
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Home Depot (HD) 0.4 $80M +17% 224k 355.30
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.4 $78M +101% 2.9M 27.01
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UnitedHealth (UNH) 0.4 $78M +5% 154k 503.20
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Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.4 $76M +29% 1.5M 50.34
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $75M -23% 804k 93.78
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Verizon Communications (VZ) 0.4 $73M +7% 1.7M 42.40
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Cisco Systems (CSCO) 0.4 $72M +24% 1.4M 52.14
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First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 0.4 $72M +246% 3.1M 22.94
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Ishares Tr Core Us Aggbd Et (AGG) 0.4 $70M +24% 714k 98.07
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Visa Com Cl A (V) 0.4 $70M +17% 261k 267.94
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Merck & Co (MRK) 0.4 $70M +44% 578k 120.82
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Spdr Gold Tr Gold Shs (GLD) 0.4 $68M +2% 361k 187.01
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Tesla Motors (TSLA) 0.4 $68M +24% 369k 183.25
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Ishares Tr Core S&p Scp Etf (IJR) 0.4 $67M -9% 633k 106.00
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.4 $67M 580k 115.15
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McDonald's Corporation (MCD) 0.4 $67M +15% 228k 292.26
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $66M +13% 173k 381.09
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Ishares Tr National Mun Etf (MUB) 0.3 $66M +7% 612k 107.66
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Ishares Tr Msci Usa Min Vol (USMV) 0.3 $66M -28% 821k 79.98
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Vanguard Index Fds Value Etf (VTV) 0.3 $65M -12% 432k 151.10
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Ishares Tr Ibonds 24 Trm Hg (IBHD) 0.3 $64M +73% 2.7M 23.37
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Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.3 $64M +9% 1.9M 33.92
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Johnson & Johnson (JNJ) 0.3 $63M +10% 395k 159.50
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.3 $62M +70% 1.2M 50.63
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Broadcom (AVGO) 0.3 $62M +30% 51k 1204.89
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Vanguard World Fds Inf Tech Etf (VGT) 0.3 $61M +25% 122k 503.40
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $61M +8% 1.1M 55.94
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $61M +13% 1.0M 58.89
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Advanced Micro Devices (AMD) 0.3 $60M -8% 337k 177.25
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.3 $60M +10% 1.8M 33.91
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Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) 0.3 $59M +13% 1.9M 31.75
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Eli Lilly & Co. (LLY) 0.3 $59M +11% 92k 639.25
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Aim Etf Products Trust Us Lrgcp B10 Jul (JULT) 0.3 $56M +31% 1.6M 34.23
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Vanguard World Mega Grwth Ind (MGK) 0.3 $55M +44% 202k 270.40
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Abbvie (ABBV) 0.3 $55M 332k 164.40
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Collaborative Investmnt Ser Mohr Growth Etf (MOHR) 0.3 $54M -21% 2.6M 20.50
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Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $53M 472k 112.99
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Pepsi (PEP) 0.3 $53M +27% 317k 167.86
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Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ) 0.3 $53M +4% 1.9M 27.36
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Ishares Tr Core Msci Intl (IDEV) 0.3 $51M -17% 805k 63.30
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Ishares Tr Ibonds Dec24 Etf (IBDP) 0.3 $50M +38% 2.0M 24.98
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $50M 1.4M 36.63
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $49M +23% 635k 77.02
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.3 $48M +15% 630k 75.93
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Wal-Mart Stores (WMT) 0.3 $48M -3% 289k 164.27
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Alphabet Cap Stk Cl C (GOOG) 0.2 $47M -8% 304k 153.79
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Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $47M +20% 1.3M 36.72
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International Business Machines (IBM) 0.2 $47M -4% 249k 187.42
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $47M -6% 981k 47.43
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $46M -8% 798k 57.78
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $46M +82% 438k 104.70
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $45M +13% 584k 77.24
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salesforce (CRM) 0.2 $45M +20% 160k 279.94
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Northern Lts Fd Tr Iv Sterling Capital (LCG) 0.2 $45M -2% 1.6M 28.61
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $45M +94% 255k 174.47
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Ishares Tr S&p 500 Val Etf (IVE) 0.2 $44M +522% 251k 174.62
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Aim Etf Products Trust Allianzim Us Lgr (AUGT) 0.2 $44M +36% 1.7M 26.46
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Aim Etf Products Trust Us Lrgcp B10 Jan (JANT) 0.2 $43M +3867% 1.4M 31.60
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $43M +22% 557k 76.93
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Costco Wholesale Corporation (COST) 0.2 $43M +8% 62k 686.88
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At&t (T) 0.2 $42M +2% 2.4M 17.29
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $42M +12% 444k 94.96
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Ishares Tr Core Total Usd (IUSB) 0.2 $41M +32% 907k 45.59
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $41M +6% 584k 69.94
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S&p Global (SPGI) 0.2 $40M +9% 90k 446.60
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Ishares Tr Core Div Grwth (DGRO) 0.2 $40M 734k 54.72
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $40M -3% 343k 116.49
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.2 $40M -37% 1.4M 29.08
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $39M -17% 495k 79.16
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.2 $39M +5% 663k 58.75
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $39M +308% 385k 100.33
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Philip Morris International (PM) 0.2 $39M 425k 90.85
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Ishares Tr TRS FLT RT BD (TFLO) 0.2 $38M -47% 757k 50.67
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $38M +34% 869k 43.87
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Coca-Cola Company (KO) 0.2 $38M +11% 639k 59.37
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Bondbloxx Etf Trust Bloomberg One Yr (XONE) 0.2 $38M NEW 754k 49.91
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $37M 1.3M 27.70
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Ishares Tr Core Lt Usdb Etf (ILTB) 0.2 $36M +11% 715k 50.89
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Wisdomtree Tr Us Midcap Divid (DON) 0.2 $36M 786k 45.43
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $36M -29% 129k 275.55
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $35M +12% 274k 129.40
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Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $35M +11% 1.2M 29.35
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Comcast Corp Cl A (CMCSA) 0.2 $35M +14% 762k 46.26
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Fidelity Covington Trust Msci Indl Indx (FIDU) 0.2 $35M +39% 572k 60.75
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Select Sector Spdr Tr Technology (XLK) 0.2 $34M +26% 169k 201.75
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $34M +81% 816k 41.26
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Comerica Incorporated (CMA) 0.2 $33M +95% 603k 54.92
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Intuit (INTU) 0.2 $33M -4% 52k 641.36
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $33M +15% 209k 157.50
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Listed Fd Tr Trueshares Dec (DECZ) 0.2 $33M +16% 1.0M 32.52
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Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL) 0.2 $32M -36% 1.6M 20.86
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Lyondellbasell Industries N Shs - A - (LYB) 0.2 $32M +18% 339k 95.43
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $32M +10% 626k 51.28
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Mastercard Incorporated Cl A (MA) 0.2 $32M -18% 73k 438.53
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $32M -31% 138k 230.70
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Spdr Ser Tr Portfolio Short (SPSB) 0.2 $32M -10% 1.1M 29.84
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Wisdomtree Tr Yield Enhancd Us (AGGY) 0.2 $32M -2% 731k 43.37
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Caterpillar (CAT) 0.2 $31M +14% 104k 299.43
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World Gold Tr Spdr Gld Minis (GLDM) 0.2 $30M -19% 754k 40.04
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Kimberly-Clark Corporation (KMB) 0.2 $30M +3% 249k 121.17
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Spdr Ser Tr Portfli Intrmdit (SPTI) 0.2 $30M +2% 1.1M 28.35
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $30M +523% 871k 34.58
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $30M +16% 413k 72.70
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $30M +199% 465k 63.93
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Altria (MO) 0.2 $30M +92% 739k 40.20
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $30M -5% 176k 168.76
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Bank of America Corporation (BAC) 0.2 $30M +12% 884k 33.43
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $29M -3% 556k 52.98
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $29M -20% 728k 40.16
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Ishares Gold Tr Shares Represent (IAUM) 0.2 $29M -25% 1.4M 20.14
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Ishares Silver Tr Ishares (SLV) 0.2 $29M -3% 1.4M 20.86
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $29M -31% 367k 78.41
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Tidal Etf Tr Ii Nicholas Fixed (FIAX) 0.2 $29M +39% 1.5M 19.66
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $29M -25% 568k 50.23
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Adobe Systems Incorporated (ADBE) 0.1 $28M +6% 46k 613.93
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Pfizer (PFE) 0.1 $28M -25% 1.0M 27.47
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Aim Etf Products Trust Us Lrgcp B20 Jun (JUNW) 0.1 $28M -38% 1.0M 27.33
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Aim Etf Products Trust Us Lrgcp B10 Jun (JUNT) 0.1 $28M +39% 996k 28.40
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $28M +10% 837k 33.69
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Diamondback Energy (FANG) 0.1 $28M -5% 178k 156.24
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Vanguard World Extended Dur (EDV) 0.1 $28M -5% 372k 74.75
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Global X Fds Globx Supdv Us (DIV) 0.1 $28M 1.6M 17.37
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $27M +57% 164k 167.15
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Us Bancorp Del Com New (USB) 0.1 $27M +8% 635k 42.64
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Dow (DOW) 0.1 $27M 496k 54.06
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First Tr Exchng Traded Fd Vi Ft Cboe Vest 100 (QDEC) 0.1 $27M +118% 1.1M 24.19
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Ishares Tr Mbs Etf (MBB) 0.1 $27M +12% 287k 92.71
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Exelon Corporation (EXC) 0.1 $27M +9% 757k 35.01
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Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.1 $27M 445k 59.60
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First Tr Exchng Traded Fd Vi Ft Cboe Vest Fd (BUFQ) 0.1 $27M +45% 960k 27.56
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Select Sector Spdr Tr Communication (XLC) 0.1 $26M +37% 340k 77.68
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First Tr Exchange Traded Dj Glbl Divid (FGD) 0.1 $26M 1.2M 22.09
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Amgen (AMGN) 0.1 $26M +2% 84k 311.77
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Honeywell International (HON) 0.1 $26M +19% 129k 201.80
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First Tr Exchange-traded Growth Strength (FTGS) 0.1 $26M NEW 927k 27.81
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Ishares Tr Short Treas Bd (SHV) 0.1 $26M +134% 233k 110.52
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $26M +22% 1.0M 25.33
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $26M +37% 288k 88.78
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Collaborative Investmnt Ser Adaptive Core (RULE) 0.1 $26M -29% 1.2M 20.73
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Aim Etf Products Trust Us Lrgcp B10 Dec (DECT) 0.1 $25M +102% 871k 28.99
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $25M -10% 279k 90.44
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Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.1 $25M -3% 780k 32.24
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $25M -29% 590k 42.47
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Nextera Energy (NEE) 0.1 $25M +11% 427k 58.48
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $25M -27% 851k 29.09
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Intel Corporation (INTC) 0.1 $25M +26% 563k 43.65
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $25M -5% 110k 223.91
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Thermo Fisher Scientific (TMO) 0.1 $24M +30% 45k 547.33
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Spdr Ser Tr Portfolio Crport (SPBO) 0.1 $24M +22% 834k 29.15
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Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $24M -2% 1.1M 22.75
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AmerisourceBergen (COR) 0.1 $24M +17% 111k 217.68
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $24M -7% 466k 51.79
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Emerson Electric (EMR) 0.1 $24M +6% 254k 95.06
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $24M +52% 568k 42.04
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Innovator Etfs Tr Us Equt Bufr Aug (BAUG) 0.1 $24M +35% 651k 36.69
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Prudential Financial (PRU) 0.1 $24M -13% 223k 106.22
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Watsco, Incorporated (WSO) 0.1 $24M -12% 62k 383.52
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $24M +61% 1.7M 13.65
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Lockheed Martin Corporation (LMT) 0.1 $23M +18% 55k 429.91
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Walt Disney Company (DIS) 0.1 $23M +8% 242k 95.36
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Key (KEY) 0.1 $23M -2% 1.6M 14.67
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Bill Com Holdings Ord (BILL) 0.1 $23M 307k 74.38
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Netflix (NFLX) 0.1 $23M +15% 40k 570.42
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $23M +939% 466k 48.42
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $23M +3% 126k 178.18
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Prologis (PLD) 0.1 $23M +21% 177k 126.87
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Nike CL B (NKE) 0.1 $23M +33% 219k 102.75
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Blackrock Etf Trust Us Eqt Factor (DYNF) 0.1 $22M NEW 547k 40.99
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Collaborative Investmnt Ser Mohr Sector Nav (SNAV) 0.1 $22M -30% 813k 27.47
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Oracle Corporation (ORCL) 0.1 $22M +45% 190k 114.64
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $22M -11% 221k 98.74
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $22M +24% 126k 173.06
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Ishares Tr Tips Bd Etf (TIP) 0.1 $21M -12% 201k 106.73
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Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $21M +51% 252k 84.64
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $21M +20% 490k 42.91
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Qualcomm (QCOM) 0.1 $21M -14% 139k 150.72
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Union Pacific Corporation (UNP) 0.1 $21M +14% 87k 240.39
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $21M -2% 66k 315.23
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First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC) 0.1 $21M +1176% 523k 39.67
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Hp (HPQ) 0.1 $21M -6% 690k 30.00
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International Paper Company (IP) 0.1 $21M -7% 545k 37.57
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Servicenow (NOW) 0.1 $20M -8% 26k 769.45
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $20M +17% 390k 51.93
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United Parcel Service CL B (UPS) 0.1 $20M +14% 127k 159.30
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Fs Kkr Capital Corp (FSK) 0.1 $20M +9% 978k 20.66
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $20M +2% 233k 86.38
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Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.1 $20M +32% 859k 23.28
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Truist Financial Corp equities (TFC) 0.1 $20M 527k 37.84
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Ford Motor Company (F) 0.1 $20M 1.7M 11.39
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IDEX Corporation (IEX) 0.1 $20M +25% 94k 209.15
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CSX Corporation (CSX) 0.1 $20M +36% 554k 35.39
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Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.1 $20M +26% 419k 46.79
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Goldman Sachs (GS) 0.1 $20M +27% 52k 377.79
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Intercontinental Exchange (ICE) 0.1 $20M +15% 154k 127.26
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Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) 0.1 $20M +35% 689k 28.34
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Waste Management (WM) 0.1 $19M +18% 104k 185.81
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Series Portfolios Tr Panagram Bbb B (CLOZ) 0.1 $19M +239% 722k 26.68
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $19M +101% 266k 72.25
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Huntington Bancshares Incorporated (HBAN) 0.1 $19M 1.5M 13.05
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $19M +3% 235k 80.97
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Series Portfolios Tr Panagram Aaa (CLOX) 0.1 $19M +281% 739k 25.41
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Select Sector Spdr Tr Energy (XLE) 0.1 $19M -2% 222k 84.25
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Dominion Resources (D) 0.1 $19M -6% 409k 45.56
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TJX Companies (TJX) 0.1 $19M +19% 193k 96.38
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Fidelity Covington Trust Msci Matls Index (FMAT) 0.1 $19M +48% 394k 46.92
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Valero Energy Corporation (VLO) 0.1 $18M -21% 134k 137.91
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Ishares Msci Emrg Chn (EMXC) 0.1 $18M +145% 340k 54.27
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $18M +35% 378k 48.73
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Fortinet (FTNT) 0.1 $18M +4% 278k 66.12
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $18M +3% 641k 28.72
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Wells Fargo & Company (WFC) 0.1 $18M +5% 365k 50.32
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Southern Company (SO) 0.1 $18M -5% 266k 69.11
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Interpublic Group of Companies (IPG) 0.1 $18M +10% 556k 32.98
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $18M +70% 74k 246.79
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Past Filings by AE Wealth Management

SEC 13F filings are viewable for AE Wealth Management going back to 2016

View all past filings