SEIA
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Legal Name
Adviser information for SEIA last updated from Form ADV on February 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 138 |
---|---|
Investment Advisory/Research | 99 |
Registered Broker-Dealer Representatives | 103 |
Registered State Investment Advisers | 89 |
Licensed Agents of an Insurance Company | 52 |
No. of Firms/People that Solicit Clients | 4 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 2,304 | $1.2B |
Non-Discretionary | 16,179 | $13.0B |
Total | 18,483 | $14.2B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 2,321 | $2.1B |
HNW Individuals | 4,078 | $11.6B |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 96 | $139.2M |
Charitable organizations | 20 | $31.2M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 131 | $398.1M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 74 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 251-500 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Educational seminars/workshops |
---|---|
Compensation | % of AUMHourly chargesFixed fees |
Principal Office
2121 AVENUE OF THE STARSSUITE 1600
LOS ANGELES
CA
United States
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Tel: 310-712-2323, Fax: 310-712-2345
Chief Compliance Officer
ERIC Z. ROSEN
CCO
2121 AVENUE OF THE STARS
SUITE 1600
LOS ANGELES
CA
United States
Tel:
310-712-2323
Fax:
310-712-2345
E*****@*******M
(Full email address available in API data)
Regulatory Contact
MICHAEL T. VAN KLEECK
SENIOR COMPLIANCE OFFICER
2121 AVENUE OF THE STARS
SUITE 1600
LOS ANGELES
CA
United States
Tel:
310-712-2323
Fax:
310-712-2345
M*********@*******M
(Full email address available in API data)
Industry Affiliates
SCIS | Insurance company or agency |
SEIS | Insurance company or agency |
SIGNATURE ESTATE SECURITIES, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
SIGNATURE INTELLIGENT PORTFOLIOS, LLC | Other investment adviser, including financial planners |
SIGNATURE INVESTMENT ADVISORS, LLC | Other investment adviser, including financial planners |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
HOLMES, BRIAN, DAVID | Individual | – | PRESIDENT/CEO/SECRETARY | 08/1996 | 50-75% |
LISKA, GARY, KENDALL | Individual | – | SENIOR PARTNER/CFO | 02/1997 | 10-25% |
MCCOY, DERON, TALMADGE | Individual | – | CHIEF INVESTMENT OFFICER | 01/2014 | < 5% |
ROSEN, ERIC, ZACHARY | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2017 | < 5% |
FUSARO, JOSEPH, LAWRENCE | Individual | – | DIRECTOR OF HUMAN RESOURCES & OFFICE OPERATIONS | 10/2004 | < 5% |
MARYANOPOLIS, CHRISTOPHER | Individual | – | CHIEF OPERATING OFFICER | 01/2021 | < 5% |
SIGNATURE FINANCIAL SERVICES GROUP | Domestic Entity | – | SHAREHOLDER | 10/2022 | > 75% |
SEIA HOLDINGS, LLC | Domestic Entity | SIGNATURE FINANCIAL SERVICES GROUP | SHAREHOLDER | 09/2022 | 50-75% |
REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III), L.P. | Domestic Entity | SEIA HOLDINGS, LLC | LIMITED PARTNER | 10/2022 | 25-50% |
REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III) GP, L.P. | Domestic Entity | REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III), L.P. | GENERAL PARTNER | 06/2021 | |
REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III) GP, LLC | Domestic Entity | REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III) GP, L.P. | GENERAL PARTNER | 06/2021 | |
BERLINSKI, MILTON, RALPH | Individual | REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III) GP, LLC | MANAGING MEMBER | 06/2021 |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 25th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
AFLAC INC | COM | 92K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
AFLAC INC | COM | 2M | 17K | – |
AES CORP | COM | 214K | 12K | – |
AES CORP | COM | 7K | 384 | SIGNATURE INVESTMENT ADVISORS LLC |
AT&T INC | COM | 175K | 9K | SIGNATURE INVESTMENT ADVISORS LLC |
AT&T INC | COM | 418K | 22K | – |
ARK ETF TR | INNOVATION ETF | 214K | 5K | – |
ARK ETF TR | INNOVATION ETF | 188K | 4K | SIGNATURE INVESTMENT ADVISORS LLC |
ABBOTT LABS | COM | 201K | 2K | SIGNATURE INVESTMENT ADVISORS LLC |
ABBOTT LABS | COM | 553K | 5K | – |
ABBVIE INC | COM | 737K | 4K | – |
ABBVIE INC | COM | 295K | 2K | SIGNATURE INVESTMENT ADVISORS LLC |
ABCELLERA BIOLOGICS INC | COM | 117K | 40K | – |
ADOBE INC | COM | 328K | 591 | – |
ADOBE INC | COM | 456K | 821 | SIGNATURE INVESTMENT ADVISORS LLC |
ADVISORSHARES TR | PURE US CANNABIS | 188K | 26K | – |
ADVANCED MICRO DEVICES INC | COM | 241K | 1K | – |
ADVANCED MICRO DEVICES INC | COM | 93K | 576 | SIGNATURE INVESTMENT ADVISORS LLC |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 19K | 268 | SIGNATURE INVESTMENT ADVISORS LLC |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 435K | 6K | – |
ALLBIRDS INC | COM CL A | 5K | 11K | – |
ALLSTATE CORP | COM | 51K | 320 | – |
ALLSTATE CORP | COM | 214K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
ALPHABET INC | CAP STK CL C | 427K | 2K | SIGNATURE INVESTMENT ADVISORS LLC |
ALPHABET INC | CAP STK CL C | 4M | 23K | – |
ALPHABET INC | CAP STK CL A | 16M | 88K | – |
ALPHABET INC | CAP STK CL A | 46M | 251K | SIGNATURE INVESTMENT ADVISORS LLC |
AMAZON COM INC | COM | 47M | 243K | SIGNATURE INVESTMENT ADVISORS LLC |
AMAZON COM INC | COM | 19M | 97K | – |
AMERICAN CENTY ETF TR | INTL EQT ETF | 1M | 18K | – |
AMERICAN CENTY ETF TR | INTL EQT ETF | 4M | 71K | SIGNATURE INVESTMENT ADVISORS LLC |
AMERICAN CENTY ETF TR | INTL SMCP VLU | 363K | 6K | – |
AMERICAN EXPRESS CO | COM | 408K | 2K | – |
AMERICAN EXPRESS CO | COM | 180K | 776 | SIGNATURE INVESTMENT ADVISORS LLC |
AMETEK INC | COM | 336K | 2K | – |
AMGEN INC | COM | 1M | 4K | – |
AMGEN INC | COM | 37K | 119 | SIGNATURE INVESTMENT ADVISORS LLC |
AMPLIFY ETF TR | AMPLIFY ALTERNAT | 6K | 2K | SIGNATURE INVESTMENT ADVISORS LLC |
AMPLIFY ETF TR | AMPLIFY ALTERNAT | 146K | 44K | – |
ANALOG DEVICES INC | COM | 220K | 966 | – |
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 319K | 5K | – |
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 35K | 605 | SIGNATURE INVESTMENT ADVISORS LLC |
ELEVANCE HEALTH INC | COM | 4M | 7K | SIGNATURE INVESTMENT ADVISORS LLC |
ELEVANCE HEALTH INC | COM | 830K | 2K | – |
APPLE INC | COM | 35M | 164K | – |
APPLE INC | COM | 51M | 244K | SIGNATURE INVESTMENT ADVISORS LLC |
APPLE HOSPITALITY REIT INC | COM NEW | 256K | 18K | SIGNATURE INVESTMENT ADVISORS LLC |
APPLIED MATLS INC | COM | 15M | 63K | SIGNATURE INVESTMENT ADVISORS LLC |
APPLIED MATLS INC | COM | 5M | 19K | – |
ASTRAZENECA PLC | SPONSORED ADR | 679K | 9K | – |
ASTRAZENECA PLC | SPONSORED ADR | 7K | 87 | SIGNATURE INVESTMENT ADVISORS LLC |
AUTOMATIC DATA PROCESSING IN | COM | 50K | 210 | SIGNATURE INVESTMENT ADVISORS LLC |
AUTOMATIC DATA PROCESSING IN | COM | 284K | 1K | – |
AVID BIOSERVICES INC | COM | 93K | 13K | – |
AXSOME THERAPEUTICS INC | COM | 212K | 3K | SIGNATURE INVESTMENT ADVISORS LLC |
BP PLC | SPONSORED ADR | 35K | 975 | SIGNATURE INVESTMENT ADVISORS LLC |
BP PLC | SPONSORED ADR | 536K | 15K | – |
BANK AMERICA CORP | COM | 305K | 8K | – |
BANK AMERICA CORP | COM | 135K | 3K | SIGNATURE INVESTMENT ADVISORS LLC |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 741K | 2K | SIGNATURE INVESTMENT ADVISORS LLC |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 5M | 12K | – |
BLACKROCK INC | COM | 4M | 5K | – |
BLACKROCK INC | COM | 12M | 16K | SIGNATURE INVESTMENT ADVISORS LLC |
BLACKROCK MUN INCOME TR | SH BEN INT | 1M | 103K | – |
BLACKSTONE INC | COM | 230K | 2K | – |
BLACKSTONE INC | COM | 163K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
BNY MELLON STRATEGIC MUN BD | COM | 94K | 16K | – |
BOEING CO | COM | 359K | 2K | – |
BOEING CO | COM | 240K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
BRISTOL-MYERS SQUIBB CO | COM | 872 | 21 | SIGNATURE INVESTMENT ADVISORS LLC |
BRISTOL-MYERS SQUIBB CO | COM | 207K | 5K | – |
BROADRIDGE FINL SOLUTIONS IN | COM | 201K | 1K | – |
BROADRIDGE FINL SOLUTIONS IN | COM | 20K | 104 | SIGNATURE INVESTMENT ADVISORS LLC |
BROADCOM INC | COM | 46M | 28K | SIGNATURE INVESTMENT ADVISORS LLC |
BROADCOM INC | COM | 16M | 10K | – |
CDW CORP | COM | 711K | 3K | – |
CDW CORP | COM | 2M | 10K | SIGNATURE INVESTMENT ADVISORS LLC |
CME GROUP INC | COM | 3K | 16 | SIGNATURE INVESTMENT ADVISORS LLC |
CME GROUP INC | COM | 548K | 3K | – |
CSX CORP | COM | 3M | 90K | – |
CSX CORP | COM | 59K | 2K | SIGNATURE INVESTMENT ADVISORS LLC |
CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 2M | 68K | – |
CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 24M | 717K | – |
CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 54M | 2M | SIGNATURE INVESTMENT ADVISORS LLC |
CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 2M | 61K | – |
CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 6M | 168K | – |
CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 4M | 142K | – |
CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 12K | 391 | SIGNATURE INVESTMENT ADVISORS LLC |
CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 228K | 8K | – |
CAPITAL GROUP CORE BALANCED | SHS | 359K | 12K | – |
CAPITAL GROUP DIVIDEND GROWE | SHS ETF | 278K | 10K | – |
CARRIER GLOBAL CORPORATION | COM | 440K | 7K | – |
CARRIER GLOBAL CORPORATION | COM | 225K | 4K | SIGNATURE INVESTMENT ADVISORS LLC |
CATERPILLAR INC | COM | 68K | 206 | SIGNATURE INVESTMENT ADVISORS LLC |
CATERPILLAR INC | COM | 598K | 2K | – |
CENTERPOINT ENERGY INC | COM | 286K | 9K | – |
CHEVRON CORP NEW | COM | 13M | 83K | – |
CHEVRON CORP NEW | COM | 40M | 258K | SIGNATURE INVESTMENT ADVISORS LLC |
CISCO SYS INC | COM | 2M | 32K | SIGNATURE INVESTMENT ADVISORS LLC |
CISCO SYS INC | COM | 830K | 17K | – |
CLEANSPARK INC | COM NEW | 290K | 18K | – |
CLEVELAND-CLIFFS INC NEW | COM | 155K | 10K | – |
CLEVELAND-CLIFFS INC NEW | COM | 77 | 5 | SIGNATURE INVESTMENT ADVISORS LLC |
COCA COLA CO | COM | 151K | 2K | SIGNATURE INVESTMENT ADVISORS LLC |
COCA COLA CO | COM | 257K | 4K | – |
COINBASE GLOBAL INC | COM CL A | 1M | 6K | – |
COINBASE GLOBAL INC | COM CL A | 37K | 165 | SIGNATURE INVESTMENT ADVISORS LLC |
COMCAST CORP NEW | CL A | 146K | 4K | SIGNATURE INVESTMENT ADVISORS LLC |
COMCAST CORP NEW | CL A | 309K | 8K | – |
CONOCOPHILLIPS | COM | 438K | 4K | – |
CONOCOPHILLIPS | COM | 2K | 18 | SIGNATURE INVESTMENT ADVISORS LLC |
CONSTELLATION ENERGY CORP | COM | 61K | 304 | SIGNATURE INVESTMENT ADVISORS LLC |
CONSTELLATION ENERGY CORP | COM | 193K | 964 | – |
COSTCO WHSL CORP NEW | COM | 2M | 2K | – |
COSTCO WHSL CORP NEW | COM | 278K | 327 | SIGNATURE INVESTMENT ADVISORS LLC |
CROWDSTRIKE HLDGS INC | CL A | 13M | 33K | SIGNATURE INVESTMENT ADVISORS LLC |
CROWDSTRIKE HLDGS INC | CL A | 4M | 11K | – |
DBX ETF TR | XTRACK MSCI EAFE | 416K | 10K | – |
DANAHER CORPORATION | COM | 457K | 2K | – |
DANAHER CORPORATION | COM | 24K | 97 | SIGNATURE INVESTMENT ADVISORS LLC |
DAVIS FUNDAMENTAL ETF TR | SELCT INTL ETF | 523K | 26K | – |
DEERE & CO | COM | 317K | 848 | – |
DEERE & CO | COM | 345K | 924 | SIGNATURE INVESTMENT ADVISORS LLC |
DELL TECHNOLOGIES INC | CL C | 191K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
DELL TECHNOLOGIES INC | CL C | 62K | 450 | – |
DELTA AIR LINES INC DEL | COM NEW | 992K | 21K | – |
DELTA AIR LINES INC DEL | COM NEW | 2M | 45K | SIGNATURE INVESTMENT ADVISORS LLC |
DIAGEO PLC | SPON ADR NEW | 5K | 38 | SIGNATURE INVESTMENT ADVISORS LLC |
DIAGEO PLC | SPON ADR NEW | 223K | 2K | – |
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 611K | 19K | – |
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 281K | 7K | – |
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 343K | 13K | – |
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 217K | 5K | – |
DISNEY WALT CO | COM | 686K | 7K | – |
DISNEY WALT CO | COM | 261K | 3K | SIGNATURE INVESTMENT ADVISORS LLC |
DOLLAR GEN CORP NEW | COM | 2K | 12 | SIGNATURE INVESTMENT ADVISORS LLC |
DOLLAR GEN CORP NEW | COM | 242K | 2K | – |
DOMINION ENERGY INC | COM | 74K | 2K | – |
DOMINION ENERGY INC | COM | 254K | 5K | SIGNATURE INVESTMENT ADVISORS LLC |
DRAFTKINGS INC NEW | COM CL A | 186K | 5K | SIGNATURE INVESTMENT ADVISORS LLC |
DRAFTKINGS INC NEW | COM CL A | 67K | 2K | – |
DUKE ENERGY CORP NEW | COM NEW | 225K | 2K | – |
DUKE ENERGY CORP NEW | COM NEW | 74K | 743 | SIGNATURE INVESTMENT ADVISORS LLC |
EQUINIX INC | COM | 260K | 343 | – |
EQUITRANS MIDSTREAM CORP | COM | 148K | 11K | – |
ESSA BANCORP INC | COM | 300K | 17K | – |
EXXON MOBIL CORP | COM | 929K | 8K | – |
EXXON MOBIL CORP | COM | 2M | 13K | SIGNATURE INVESTMENT ADVISORS LLC |
FS KKR CAP CORP | COM | 101K | 5K | SIGNATURE INVESTMENT ADVISORS LLC |
FS KKR CAP CORP | COM | 231K | 12K | – |
META PLATFORMS INC | CL A | 14M | 27K | – |
META PLATFORMS INC | CL A | 43M | 85K | SIGNATURE INVESTMENT ADVISORS LLC |
FEDERATED HERMES PREM MUNI I | COM | 149K | 13K | – |
FEDEX CORP | COM | 482K | 2K | – |
FEDEX CORP | COM | 13K | 45 | SIGNATURE INVESTMENT ADVISORS LLC |
FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | 524K | 12K | – |
FIRST TR MORNINGSTAR DIVID L | SHS | 226K | 6K | – |
FIRST TR EXCHANGE-TRADED FD | US EQTY OPPT ETF | 1M | 13K | – |
FIRST TR EXCHANGE-TRADED FD | WTR ETF | 1M | 10K | – |
FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 4M | 51K | – |
FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 2M | 8K | – |
FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 50K | 242 | SIGNATURE INVESTMENT ADVISORS LLC |
FIRST TR NASDAQ 100 TECH IND | SHS | 1M | 5K | – |
FIRST TR VALUE LINE DIVID IN | SHS | 5M | 115K | – |
FIRST TR LRGE CP CORE ALPHA | COM SHS | 372K | 4K | – |
FIRST TR EXCHANGE TRADED FD | CONSUMR STAPLE | 2M | 29K | – |
FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 383K | 8K | – |
FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | 351K | 3K | – |
FIRST TR EXCHANGE TRADED FD | UTILITIES ALPH | 332K | 10K | – |
FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 690K | 12K | – |
FIRST TR LRG CP VL ALPHADEX | COM SHS | 452K | 6K | – |
FIRST TR EXCH TRD ALPHDX FD | EUROPE ALPHADEX | 262K | 7K | – |
FIRST TR EXCH TRD ALPHDX FD | EMERG MKT ALPH | 583K | 24K | – |
FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 474K | 16K | – |
FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 382K | 13K | SIGNATURE INVESTMENT ADVISORS LLC |
FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 1M | 19K | – |
FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 1M | 18K | – |
FIRST TR EXCHANGE-TRADED FD | RBA INDL ETF | 2M | 33K | – |
FIRST TR EXCHANGE-TRADED FD | NASDAQ TRANSN | 223K | 7K | – |
FIRST TR EXCHANGE-TRADED FD | MANAGD MUN ETF | 211K | 4K | – |
FIRST TR EXCHANGE-TRADED FD | MANAGD MUN ETF | 52K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | 1M | 23K | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 513K | 14K | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 286K | 7K | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | 206K | 8K | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 264K | 6K | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 70K | 1K | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 680K | 14K | SIGNATURE INVESTMENT ADVISORS LLC |
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 650K | 15K | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 469K | 16K | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 25K | 855 | SIGNATURE INVESTMENT ADVISORS LLC |
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 271K | 6K | – |
FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 57M | 1M | – |
FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 267M | 6M | SIGNATURE INVESTMENT ADVISORS LLC |
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 1M | 29K | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 163K | 4K | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 92K | 2K | SIGNATURE INVESTMENT ADVISORS LLC |
FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 423K | 10K | – |
FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 212K | 6K | – |
FISERV INC | COM | 111K | 745 | – |
FISERV INC | COM | 114K | 766 | SIGNATURE INVESTMENT ADVISORS LLC |
FLEXSHARES TR | FLEXSHARES ULTRA | 212K | 3K | – |
FORD MTR CO DEL | COM | 307K | 25K | – |
FORD MTR CO DEL | COM | 663K | 53K | SIGNATURE INVESTMENT ADVISORS LLC |
FORTUNE BRANDS INNOVATIONS I | COM | 3K | 53 | SIGNATURE INVESTMENT ADVISORS LLC |
FORTUNE BRANDS INNOVATIONS I | COM | 418K | 6K | – |
FREEPORT-MCMORAN INC | CL B | 4M | 81K | – |
FREEPORT-MCMORAN INC | CL B | 13M | 258K | SIGNATURE INVESTMENT ADVISORS LLC |
GALLAGHER ARTHUR J & CO | COM | 42K | 162 | SIGNATURE INVESTMENT ADVISORS LLC |
GALLAGHER ARTHUR J & CO | COM | 2M | 6K | – |
GE AEROSPACE | COM NEW | 661K | 4K | – |
GE AEROSPACE | COM NEW | 133K | 839 | SIGNATURE INVESTMENT ADVISORS LLC |
GLOBAL X FDS | NASDAQ 100 COVER | 632K | 36K | SIGNATURE INVESTMENT ADVISORS LLC |
GLOBAL X FDS | NASDAQ 100 COVER | 320K | 18K | – |
GODADDY INC | CL A | 209K | 1K | – |
GOLDMAN SACHS GROUP INC | COM | 739K | 2K | – |
GOLDMAN SACHS GROUP INC | COM | 38K | 85 | SIGNATURE INVESTMENT ADVISORS LLC |
GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 4M | 107K | SIGNATURE INVESTMENT ADVISORS LLC |
GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 898K | 27K | – |
GOLDMAN SACHS ETF TR | EQUAL WEIGHT US | 266K | 4K | – |
GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 100M | 934K | – |
GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 350M | 3M | SIGNATURE INVESTMENT ADVISORS LLC |
HCI GROUP INC | COM | 217K | 2K | – |
HARTFORD FINL SVCS GROUP INC | COM | 15K | 148 | – |
HARTFORD FINL SVCS GROUP INC | COM | 201K | 2K | SIGNATURE INVESTMENT ADVISORS LLC |
HEICO CORP NEW | CL A | 1K | 6 | SIGNATURE INVESTMENT ADVISORS LLC |
HEICO CORP NEW | CL A | 225K | 1K | – |
HILTON WORLDWIDE HLDGS INC | COM | 399K | 2K | – |
HILTON WORLDWIDE HLDGS INC | COM | 35K | 159 | SIGNATURE INVESTMENT ADVISORS LLC |
HOME DEPOT INC | COM | 459K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
HOME DEPOT INC | COM | 616K | 2K | – |
HONEYWELL INTL INC | COM | 634K | 3K | – |
HONEYWELL INTL INC | COM | 85K | 400 | SIGNATURE INVESTMENT ADVISORS LLC |
HUNTINGTON BANCSHARES INC | COM | 19K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
HUNTINGTON BANCSHARES INC | COM | 571K | 43K | – |
ILLINOIS TOOL WKS INC | COM | 380K | 2K | – |
ILLINOIS TOOL WKS INC | COM | 27K | 115 | SIGNATURE INVESTMENT ADVISORS LLC |
INOVIO PHARMACEUTICALS INC | COM SHS | 88K | 11K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 582K | 17K | – |
INNOVATOR ETFS TRUST | GRWT100 PWR BF | 319K | 7K | – |
INNOVATOR ETFS TRUST | US SML CP PWR ET | 364K | 12K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 250K | 7K | – |
INNOVATOR ETFS TRUST | US SML CP PWR B | 454K | 13K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 310K | 8K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BF | 280K | 8K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 270K | 8K | – |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 281K | 7K | – |
INNOVATOR ETFS TRUST | US EQT PWR BUF | 328K | 9K | – |
INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 1M | 41K | – |
INTEL CORP | COM | 268K | 9K | – |
INTEL CORP | COM | 59K | 2K | SIGNATURE INVESTMENT ADVISORS LLC |
INTERNATIONAL BUSINESS MACHS | COM | 241K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
INTERNATIONAL BUSINESS MACHS | COM | 1M | 7K | – |
INVESCO QQQ TR | UNIT SER 1 | 12M | 24K | – |
INVESCO QQQ TR | UNIT SER 1 | 2M | 4K | SIGNATURE INVESTMENT ADVISORS LLC |
INTUIT | COM | 5K | 8 | SIGNATURE INVESTMENT ADVISORS LLC |
INTUIT | COM | 890K | 1K | – |
INVENTRUST PPTYS CORP | COM NEW | 299K | 12K | – |
INVENTRUST PPTYS CORP | COM NEW | 18K | 745 | SIGNATURE INVESTMENT ADVISORS LLC |
INVESCO EXCHANGE TRADED FD T | S&P MIDCAP 400 | 239K | 2K | – |
INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 306K | 8K | – |
INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 240K | 6K | SIGNATURE INVESTMENT ADVISORS LLC |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL UTL | 605K | 10K | – |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL IND | 393K | 9K | – |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 337K | 2K | – |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 24K | 144 | SIGNATURE INVESTMENT ADVISORS LLC |
INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 44K | 425 | SIGNATURE INVESTMENT ADVISORS LLC |
INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 404K | 4K | – |
INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | 1M | 12K | – |
INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 223K | 2K | – |
INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 773K | 7K | SIGNATURE INVESTMENT ADVISORS LLC |
INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 3M | 36K | – |
INVESCO EXCHANGE TRADED FD T | HIG YLD EQ DIV | 967K | 49K | – |
INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 617K | 9K | – |
INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 63K | 974 | SIGNATURE INVESTMENT ADVISORS LLC |
INVESCO EXCH TRADED FD TR II | SR LN ETF | 1M | 51K | SIGNATURE INVESTMENT ADVISORS LLC |
INVESCO EXCH TRADED FD TR II | SR LN ETF | 156K | 7K | – |
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 2M | 11K | – |
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 14K | 69 | SIGNATURE INVESTMENT ADVISORS LLC |
INVESCO EXCH TRADED FD TR II | S&P MDCP 400 REV | 589K | 5K | – |
INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 248K | 3K | – |
INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 21K | 226 | SIGNATURE INVESTMENT ADVISORS LLC |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 242K | 13K | SIGNATURE INVESTMENT ADVISORS LLC |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 244K | 13K | SIGNATURE INVESTMENT ADVISORS LLC |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 246K | 12K | SIGNATURE INVESTMENT ADVISORS LLC |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 250K | 12K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES GOLD TR | ISHARES NEW | 81K | 2K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES GOLD TR | ISHARES NEW | 366K | 8K | – |
ISHARES INC | EM MKTS DIV ETF | 1M | 45K | – |
ISHARES INC | EM MKTS DIV ETF | 4K | 149 | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES INC | MSCI GBL MIN VOL | 1M | 11K | – |
ISHARES INC | MSCI EMERG MRKT | 3M | 44K | – |
ISHARES TR | S&P 100 ETF | 4M | 15K | – |
ISHARES TR | MORNINGSTAR GRWT | 588K | 7K | – |
ISHARES TR | CORE S&P TTL STK | 9M | 74K | – |
ISHARES TR | CORE S&P TTL STK | 88K | 737 | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | SELECT DIVID ETF | 652K | 5K | – |
ISHARES TR | TIPS BD ETF | 1M | 10K | – |
ISHARES TR | CORE S&P500 ETF | 15M | 27K | – |
ISHARES TR | CORE S&P500 ETF | 1M | 2K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | CORE US AGGBD ET | 119K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | CORE US AGGBD ET | 887K | 9K | – |
ISHARES TR | MSCI EMG MKT ETF | 1M | 28K | – |
ISHARES TR | MSCI EMG MKT ETF | 27K | 635 | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | GLOBAL TECH ETF | 6M | 75K | – |
ISHARES TR | S&P 500 GRWT ETF | 3M | 34K | – |
ISHARES TR | S&P 500 GRWT ETF | 3M | 29K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | GLOB HLTHCRE ETF | 2M | 20K | – |
ISHARES TR | GLOBAL FINLS ETF | 228K | 3K | – |
ISHARES TR | S&P 500 VAL ETF | 474K | 3K | – |
ISHARES TR | S&P 500 VAL ETF | 27K | 150 | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | 20 YR TR BD ETF | 408K | 4K | – |
ISHARES TR | 7-10 YR TRSY BD | 1M | 13K | – |
ISHARES TR | 1 3 YR TREAS BD | 363K | 4K | – |
ISHARES TR | 1 3 YR TREAS BD | 41K | 501 | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | MSCI EAFE ETF | 241K | 3K | – |
ISHARES TR | RUS MD CP GR ETF | 707K | 6K | – |
ISHARES TR | RUS MD CP GR ETF | 3K | 29 | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | RUS MID CAP ETF | 520K | 6K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | RUS MID CAP ETF | 173K | 2K | – |
ISHARES TR | CORE S&P MCP ETF | 901K | 15K | – |
ISHARES TR | CORE S&P MCP ETF | 3K | 50 | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | ISHARES SEMICDTR | 265K | 1K | – |
ISHARES TR | EXPND TEC SC ETF | 39M | 416K | – |
ISHARES TR | EXPND TEC SC ETF | 129M | 1M | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | ISHARES BIOTECH | 42K | 309 | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | ISHARES BIOTECH | 1M | 8K | – |
ISHARES TR | GLOBAL 100 ETF | 4M | 46K | – |
ISHARES TR | RUS 1000 VAL ETF | 440K | 3K | – |
ISHARES TR | RUS 1000 VAL ETF | 56K | 321 | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | S&P MC 400GR ETF | 1M | 15K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | S&P MC 400GR ETF | 3M | 28K | – |
ISHARES TR | RUS 1000 GRW ETF | 565K | 2K | – |
ISHARES TR | RUS 1000 GRW ETF | 95K | 260 | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | RUS 1000 ETF | 324K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | RUS 1000 ETF | 112K | 376 | – |
ISHARES TR | S&P MC 400VL ETF | 2M | 22K | – |
ISHARES TR | S&P MC 400VL ETF | 1M | 11K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | US HLTHCARE ETF | 762K | 12K | – |
ISHARES TR | CORE S&P SCP ETF | 4M | 33K | – |
ISHARES TR | CORE S&P SCP ETF | 140K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | SP SMCP600VL ETF | 315K | 3K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | SP SMCP600VL ETF | 474K | 5K | – |
ISHARES TR | S&P SML 600 GWT | 490K | 4K | – |
ISHARES TR | S&P SML 600 GWT | 321K | 2K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | GL CLEAN ENE ETF | 68K | 5K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | GL CLEAN ENE ETF | 197K | 15K | – |
ISHARES TR | EAFE SML CP ETF | 405K | 7K | – |
ISHARES TR | GLB INFRASTR ETF | 582K | 12K | – |
ISHARES TR | NATIONAL MUN ETF | 676K | 6K | – |
ISHARES TR | NATIONAL MUN ETF | 154K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | INTL SEL DIV ETF | 255K | 9K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | INTL SEL DIV ETF | 227K | 8K | – |
ISHARES TR | USD INV GRDE ETF | 1M | 24K | – |
ISHARES TR | GLOB UTILITS ETF | 1M | 23K | – |
ISHARES TR | GLB CNSM STP ETF | 960K | 16K | – |
ISHARES TR | GLB CNS DISC ETF | 770K | 5K | – |
ISHARES TR | US HOME CONS ETF | 354K | 3K | – |
ISHARES TR | US HOME CONS ETF | 30K | 295 | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | US AER DEF ETF | 339K | 3K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | US AER DEF ETF | 275K | 2K | – |
ISHARES TR | U.S. MED DVC ETF | 2M | 31K | – |
ISHARES TR | U.S. MED DVC ETF | 272K | 5K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | MODERT ALLOC ETF | 215K | 5K | – |
ISHARES SILVER TR | ISHARES | 181K | 7K | – |
ISHARES SILVER TR | ISHARES | 103K | 4K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | US TREAS BD ETF | 825K | 37K | – |
ISHARES TR | CORE HIGH DV ETF | 955K | 9K | – |
ISHARES TR | MSCI EAFE MIN VL | 2M | 23K | – |
ISHARES TR | MSCI EAFE MIN VL | 6K | 90 | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | MSCI USA MIN VOL | 89K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | MSCI USA MIN VOL | 3M | 35K | – |
ISHARES TR | MSCI USA QLT FCT | 391K | 2K | – |
ISHARES TR | MSCI USA QLT FCT | 5K | 30 | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | MSCI USA VALUE | 635K | 6K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | MSCI USA VALUE | 139K | 1K | – |
ISHARES TR | MSCI USA MMENTM | 2M | 10K | – |
ISHARES TR | MSCI USA MMENTM | 297K | 2K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | CORE MSCI TOTAL | 312K | 5K | – |
ISHARES TR | CORE MSCI EAFE | 1M | 19K | – |
ISHARES TR | CORE MSCI EAFE | 24K | 331 | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | MRNGSTR INC ETF | 329K | 17K | – |
ISHARES INC | CORE MSCI EMKT | 4M | 77K | – |
ISHARES INC | CORE MSCI EMKT | 12K | 228 | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES INC | ESG AWR MSCI EM | 249K | 7K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES INC | ESG AWR MSCI EM | 146K | 4K | – |
ISHARES INC | EMNG MKTS EQT | 1M | 22K | – |
ISHARES TR | INTL EQTY FACTOR | 3M | 88K | – |
ISHARES TR | U S EQUITY FACTR | 7M | 119K | – |
ISHARES TR | US SML CAP EQT | 1M | 24K | – |
ISHARES TR | US SML CAP EQT | 909K | 15K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | MSCI INTL QUALTY | 1M | 29K | – |
ISHARES TR | CORE DIV GRWTH | 408K | 7K | – |
ISHARES TR | CORE DIV GRWTH | 97K | 2K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | HDG MSCI EAFE | 163K | 5K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | HDG MSCI EAFE | 293K | 8K | – |
ISHARES TR | TRS FLT RT BD | 1M | 24K | – |
ISHARES TR | CORE MSCI INTL | 26M | 393K | – |
ISHARES TR | CORE MSCI INTL | 14M | 208K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | ESG AWR MSCI USA | 273K | 2K | – |
ISHARES TR | ESG AW MSCI EAFE | 127K | 2K | – |
ISHARES TR | ESG AW MSCI EAFE | 291K | 4K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | INTL DIV GRWTH | 395K | 6K | – |
ISHARES TR | MSCI GBL SUS DEV | 318K | 4K | – |
ISHARES TR | MSCI EAFE SMCP | 351K | 11K | – |
ISHARES TR | BROAD USD HIGH | 2M | 48K | – |
ISHARES TR | BROAD USD HIGH | 828K | 23K | SIGNATURE INVESTMENT ADVISORS LLC |
ISHARES TR | 0-3 MNTH TREASRY | 889K | 9K | – |
ISHARES TR | IBONDS 24 TRM TS | 294K | 12K | – |
JPMORGAN CHASE & CO. | COM | 3M | 17K | – |
JPMORGAN CHASE & CO. | COM | 982K | 5K | SIGNATURE INVESTMENT ADVISORS LLC |
JABIL INC | COM | 2M | 18K | SIGNATURE INVESTMENT ADVISORS LLC |
JABIL INC | COM | 602K | 6K | – |
J P MORGAN EXCHANGE TRADED F | BETABULDRS JAPAN | 247K | 4K | – |
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 474K | 8K | – |
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 2M | 30K | SIGNATURE INVESTMENT ADVISORS LLC |
J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 8M | 153K | SIGNATURE INVESTMENT ADVISORS LLC |
J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 200K | 4K | – |
J P MORGAN EXCHANGE TRADED F | US MOMENTUM | 984K | 18K | – |
J P MORGAN EXCHANGE TRADED F | US MOMENTUM | 4M | 69K | SIGNATURE INVESTMENT ADVISORS LLC |
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 867K | 17K | – |
J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 4M | 78K | – |
J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 18M | 321K | SIGNATURE INVESTMENT ADVISORS LLC |
J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 2M | 26K | – |
JACOBS SOLUTIONS INC | COM | 699K | 5K | – |
JACOBS SOLUTIONS INC | COM | 2M | 16K | SIGNATURE INVESTMENT ADVISORS LLC |
JOHNSON & JOHNSON | COM | 513K | 4K | SIGNATURE INVESTMENT ADVISORS LLC |
JOHNSON & JOHNSON | COM | 1M | 9K | – |
KLA CORP | COM NEW | 451K | 547 | – |
KKR & CO INC | COM | 263K | 3K | – |
KEYCORP | COM | 325K | 23K | – |
KINDER MORGAN INC DEL | COM | 225K | 11K | – |
KINDER MORGAN INC DEL | COM | 4K | 219 | SIGNATURE INVESTMENT ADVISORS LLC |
KROGER CO | COM | 212K | 4K | – |
L3HARRIS TECHNOLOGIES INC | COM | 508K | 2K | – |
LABCORP HOLDINGS INC | COM SHS | 659K | 3K | – |
LABCORP HOLDINGS INC | COM SHS | 2M | 11K | SIGNATURE INVESTMENT ADVISORS LLC |
LEGG MASON ETF INVT | FRANKLIN INTL LW | 376K | 13K | – |
ELI LILLY & CO | COM | 946K | 1K | – |
ELI LILLY & CO | COM | 157K | 173 | SIGNATURE INVESTMENT ADVISORS LLC |
LINCOLN ELEC HLDGS INC | COM | 3K | 16 | SIGNATURE INVESTMENT ADVISORS LLC |
LINCOLN ELEC HLDGS INC | COM | 2M | 11K | – |
LISTED FD TR | SWAN HEDGED EQTY | 806K | 38K | – |
LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 736K | 24K | – |
LOCKHEED MARTIN CORP | COM | 399K | 854 | – |
LOCKHEED MARTIN CORP | COM | 139K | 298 | SIGNATURE INVESTMENT ADVISORS LLC |
LOWES COS INC | COM | 616K | 3K | SIGNATURE INVESTMENT ADVISORS LLC |
LOWES COS INC | COM | 409K | 2K | – |
MARATHON PETE CORP | COM | 246K | 1K | – |
MARATHON PETE CORP | COM | 4K | 22 | SIGNATURE INVESTMENT ADVISORS LLC |
MARSH & MCLENNAN COS INC | COM | 20K | 95 | SIGNATURE INVESTMENT ADVISORS LLC |
MARSH & MCLENNAN COS INC | COM | 263K | 1K | – |
MARRIOTT INTL INC NEW | CL A | 579K | 2K | – |
MARRIOTT INTL INC NEW | CL A | 142K | 589 | SIGNATURE INVESTMENT ADVISORS LLC |
MASTERCARD INCORPORATED | CL A | 40M | 90K | SIGNATURE INVESTMENT ADVISORS LLC |
MASTERCARD INCORPORATED | CL A | 13M | 29K | – |
MCDONALDS CORP | COM | 631K | 2K | – |
MCDONALDS CORP | COM | 135K | 530 | SIGNATURE INVESTMENT ADVISORS LLC |
MCKESSON CORP | COM | 44M | 76K | SIGNATURE INVESTMENT ADVISORS LLC |
MCKESSON CORP | COM | 13M | 23K | – |
MERCADOLIBRE INC | COM | 219K | 133 | – |
MERCADOLIBRE INC | COM | 36K | 22 | SIGNATURE INVESTMENT ADVISORS LLC |
MERCK & CO INC | COM | 13M | 103K | SIGNATURE INVESTMENT ADVISORS LLC |
MERCK & CO INC | COM | 4M | 35K | – |
METLIFE INC | COM | 12M | 172K | – |
METLIFE INC | COM | 40M | 567K | SIGNATURE INVESTMENT ADVISORS LLC |
MICROSOFT CORP | COM | 48M | 108K | SIGNATURE INVESTMENT ADVISORS LLC |
MICROSOFT CORP | COM | 20M | 45K | – |
MONDELEZ INTL INC | CL A | 780K | 12K | – |
MONDELEZ INTL INC | CL A | 2M | 33K | SIGNATURE INVESTMENT ADVISORS LLC |
MORGAN STANLEY | COM NEW | 448K | 5K | SIGNATURE INVESTMENT ADVISORS LLC |
MORGAN STANLEY | COM NEW | 305K | 3K | – |
NETFLIX INC | COM | 231K | 343 | – |
NETFLIX INC | COM | 86K | 127 | SIGNATURE INVESTMENT ADVISORS LLC |
NEXTERA ENERGY INC | COM | 38M | 538K | SIGNATURE INVESTMENT ADVISORS LLC |
NEXTERA ENERGY INC | COM | 12M | 168K | – |
NORFOLK SOUTHN CORP | COM | 100K | 466 | – |
NORFOLK SOUTHN CORP | COM | 274K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
NORTHROP GRUMMAN CORP | COM | 74K | 169 | SIGNATURE INVESTMENT ADVISORS LLC |
NORTHROP GRUMMAN CORP | COM | 2M | 4K | – |
NOVO-NORDISK A S | ADR | 763K | 5K | – |
NOVO-NORDISK A S | ADR | 113K | 792 | SIGNATURE INVESTMENT ADVISORS LLC |
NVIDIA CORPORATION | COM | 4M | 35K | SIGNATURE INVESTMENT ADVISORS LLC |
NVIDIA CORPORATION | COM | 6M | 46K | – |
NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 438K | 35K | – |
NUVEEN AMT FREE MUN CR INC F | COM | 634K | 51K | SIGNATURE INVESTMENT ADVISORS LLC |
NUSHARES ETF TR | NUVEEN ESG LRGCP | 703K | 9K | SIGNATURE INVESTMENT ADVISORS LLC |
NUSHARES ETF TR | NUVEEN ESG LRGCP | 199K | 2K | – |
NUSHARES ETF TR | NUVEEN ESG LRGVL | 89K | 2K | – |
NUSHARES ETF TR | NUVEEN ESG LRGVL | 623K | 16K | SIGNATURE INVESTMENT ADVISORS LLC |
NUVEEN PENNSYLVANIA QLT MUN | COM | 235K | 19K | – |
OREILLY AUTOMOTIVE INC | COM | 12M | 12K | – |
OREILLY AUTOMOTIVE INC | COM | 41M | 38K | SIGNATURE INVESTMENT ADVISORS LLC |
ONEOK INC NEW | COM | 100K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
ONEOK INC NEW | COM | 157K | 2K | – |
ORACLE CORP | COM | 823K | 6K | – |
ORACLE CORP | COM | 204K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
PNC FINL SVCS GROUP INC | COM | 134K | 863 | SIGNATURE INVESTMENT ADVISORS LLC |
PNC FINL SVCS GROUP INC | COM | 760K | 5K | – |
PPG INDS INC | COM | 158K | 1K | – |
PPG INDS INC | COM | 73K | 579 | SIGNATURE INVESTMENT ADVISORS LLC |
PPL CORP | COM | 56K | 2K | SIGNATURE INVESTMENT ADVISORS LLC |
PPL CORP | COM | 320K | 12K | – |
PACER FDS TR | SWAN SOS FD OF | 1M | 53K | – |
PACER FDS TR | GLOBL CASH ETF | 213K | 6K | – |
PACER FDS TR | GLOBL CASH ETF | 86K | 3K | SIGNATURE INVESTMENT ADVISORS LLC |
PACER FDS TR | INDUSTRIAL RELET | 831K | 22K | – |
PACER FDS TR | PACER US SMALL | 1M | 26K | – |
PACER FDS TR | PACER US SMALL | 58K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
PACER FDS TR | DEVELOPED MRKT | 314K | 10K | – |
PACER FDS TR | US CASH COWS 100 | 1M | 25K | – |
PACER FDS TR | US CASH COWS 100 | 268K | 5K | SIGNATURE INVESTMENT ADVISORS LLC |
PARKER-HANNIFIN CORP | COM | 11K | 21 | SIGNATURE INVESTMENT ADVISORS LLC |
PARKER-HANNIFIN CORP | COM | 741K | 1K | – |
PAYCHEX INC | COM | 229K | 2K | – |
PAYCHEX INC | COM | 30K | 249 | SIGNATURE INVESTMENT ADVISORS LLC |
PEPSICO INC | COM | 2M | 14K | SIGNATURE INVESTMENT ADVISORS LLC |
PEPSICO INC | COM | 1M | 7K | – |
REVVITY INC | COM | 26K | 252 | – |
REVVITY INC | COM | 379K | 4K | SIGNATURE INVESTMENT ADVISORS LLC |
PFIZER INC | COM | 282K | 10K | SIGNATURE INVESTMENT ADVISORS LLC |
PFIZER INC | COM | 317K | 11K | – |
PHILIP MORRIS INTL INC | COM | 1M | 10K | – |
PHILIP MORRIS INTL INC | COM | 81K | 796 | SIGNATURE INVESTMENT ADVISORS LLC |
PHILLIPS 66 | COM | 48K | 342 | SIGNATURE INVESTMENT ADVISORS LLC |
PHILLIPS 66 | COM | 201K | 1K | – |
PIMCO MUN INCOME FD II | COM | 208K | 24K | – |
PIMCO ETF TR | ENHNCD LW DUR AC | 451K | 5K | – |
PIMCO ETF TR | ENHAN SHRT MA AC | 2M | 21K | – |
PIMCO ETF TR | ENHAN SHRT MA AC | 113K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
PROCTER AND GAMBLE CO | COM | 3M | 19K | SIGNATURE INVESTMENT ADVISORS LLC |
PROCTER AND GAMBLE CO | COM | 2M | 10K | – |
PROGRESSIVE CORP | COM | 2M | 7K | – |
PROGRESSIVE CORP | COM | 48K | 231 | SIGNATURE INVESTMENT ADVISORS LLC |
PROLOGIS INC. | COM | 13M | 118K | SIGNATURE INVESTMENT ADVISORS LLC |
PROLOGIS INC. | COM | 6M | 57K | – |
PROVIDENT FINL SVCS INC | COM | 117K | 8K | – |
PROVIDENT FINL SVCS INC | COM | 46K | 3K | SIGNATURE INVESTMENT ADVISORS LLC |
PRUDENTIAL FINL INC | COM | 37K | 315 | SIGNATURE INVESTMENT ADVISORS LLC |
PRUDENTIAL FINL INC | COM | 184K | 2K | – |
QUALCOMM INC | COM | 529K | 3K | – |
QUALCOMM INC | COM | 26K | 130 | SIGNATURE INVESTMENT ADVISORS LLC |
RBB FD INC | MOTLEY FOOL GBL | 296K | 10K | SIGNATURE INVESTMENT ADVISORS LLC |
RTX CORPORATION | COM | 112K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
RTX CORPORATION | COM | 597K | 6K | – |
ROSS STORES INC | COM | 343K | 2K | – |
ROSS STORES INC | COM | 2K | 17 | SIGNATURE INVESTMENT ADVISORS LLC |
SHELL PLC | SPON ADS | 78K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
SHELL PLC | SPON ADS | 201K | 3K | – |
ROYAL GOLD INC | COM | 221K | 2K | – |
RYANAIR HOLDINGS PLC | SPONSORED ADS | 229K | 2K | – |
SPDR S&P 500 ETF TR | TR UNIT | 13M | 24K | – |
SPDR S&P 500 ETF TR | TR UNIT | 4M | 7K | SIGNATURE INVESTMENT ADVISORS LLC |
SPDR GOLD TR | GOLD SHS | 341K | 2K | SIGNATURE INVESTMENT ADVISORS LLC |
SPDR GOLD TR | GOLD SHS | 745K | 3K | – |
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 15M | 390K | – |
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 6M | 172K | SIGNATURE INVESTMENT ADVISORS LLC |
SPDR INDEX SHS FDS | MSCI ACWI EXUS | 13M | 471K | SIGNATURE INVESTMENT ADVISORS LLC |
SPDR INDEX SHS FDS | MSCI ACWI EXUS | 1M | 51K | – |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 20M | 580K | – |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 13M | 372K | SIGNATURE INVESTMENT ADVISORS LLC |
SPDR SER TR | S&P 600 SMCP GRW | 3M | 31K | SIGNATURE INVESTMENT ADVISORS LLC |
SPDR SER TR | S&P 600 SMCP GRW | 4M | 50K | – |
SPDR SER TR | NUVEEN BLOOMBERG | 1M | 41K | – |
SPDR SER TR | S&P 600 SMCP VAL | 5M | 64K | – |
SPDR SER TR | S&P 600 SMCP VAL | 3M | 34K | SIGNATURE INVESTMENT ADVISORS LLC |
SPDR SER TR | PRTFLO S&P500 GW | 3K | 36 | SIGNATURE INVESTMENT ADVISORS LLC |
SPDR SER TR | PRTFLO S&P500 GW | 234K | 3K | – |
SPDR SER TR | AEROSPACE DEF | 1M | 10K | – |
SPDR SER TR | AEROSPACE DEF | 61K | 435 | SIGNATURE INVESTMENT ADVISORS LLC |
SPDR SER TR | PORTFOLIO AGRGTE | 7M | 265K | SIGNATURE INVESTMENT ADVISORS LLC |
SPDR SER TR | PORTFOLIO AGRGTE | 1M | 42K | – |
SPDR SER TR | PORTFOLIO LN TSR | 2M | 72K | – |
SPDR SER TR | S&P INS ETF | 349K | 7K | SIGNATURE INVESTMENT ADVISORS LLC |
SPDR SER TR | S&P 400 MDCP GRW | 1M | 17K | SIGNATURE INVESTMENT ADVISORS LLC |
SPDR SER TR | S&P 400 MDCP GRW | 3M | 32K | – |
SPDR SER TR | S&P 400 MDCP VAL | 3M | 35K | – |
SPDR SER TR | S&P 400 MDCP VAL | 2M | 21K | SIGNATURE INVESTMENT ADVISORS LLC |
SPDR SER TR | PORTFOLIO S&P400 | 216K | 4K | – |
SPDR SER TR | S&P BIOTECH | 205K | 2K | – |
SSGA ACTIVE ETF TR | SPDR TR TACTIC | 60M | 2M | – |
SSGA ACTIVE ETF TR | SPDR TR TACTIC | 230M | 6M | SIGNATURE INVESTMENT ADVISORS LLC |
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 96K | 246 | SIGNATURE INVESTMENT ADVISORS LLC |
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 478K | 1K | – |
SPDR SER TR | BLOOMBERG 1-3 MO | 387K | 4K | – |
SPDR SER TR | SPDR S&P 500 ETF | 108K | 2K | – |
SPDR SER TR | SPDR S&P 500 ETF | 122K | 3K | SIGNATURE INVESTMENT ADVISORS LLC |
SPDR SER TR | SSGA US LRG ETF | 250K | 2K | – |
SALESFORCE INC | COM | 11M | 44K | – |
SALESFORCE INC | COM | 37M | 145K | SIGNATURE INVESTMENT ADVISORS LLC |
SAP SE | SPON ADR | 611K | 3K | – |
SCHWAB CHARLES CORP | COM | 426K | 6K | – |
SCHWAB CHARLES CORP | COM | 35K | 476 | SIGNATURE INVESTMENT ADVISORS LLC |
SCHWAB CHARLES FAMILY FD | AMT TAX FREE MNY | 1M | 1M | – |
SCHWAB STRATEGIC TR | US BRD MKT ETF | 693K | 11K | – |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 5M | 77K | – |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 470K | 7K | SIGNATURE INVESTMENT ADVISORS LLC |
SCHWAB STRATEGIC TR | US LCAP GR ETF | 6K | 55 | SIGNATURE INVESTMENT ADVISORS LLC |
SCHWAB STRATEGIC TR | US LCAP GR ETF | 794K | 8K | – |
SCHWAB STRATEGIC TR | US LCAP VA ETF | 780K | 11K | – |
SCHWAB STRATEGIC TR | US LCAP VA ETF | 11K | 149 | SIGNATURE INVESTMENT ADVISORS LLC |
SCHWAB STRATEGIC TR | US MID-CAP ETF | 700 | 9 | SIGNATURE INVESTMENT ADVISORS LLC |
SCHWAB STRATEGIC TR | US MID-CAP ETF | 2M | 20K | – |
SCHWAB STRATEGIC TR | US SML CAP ETF | 3M | 53K | – |
SCHWAB STRATEGIC TR | US SML CAP ETF | 57K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 180K | 7K | SIGNATURE INVESTMENT ADVISORS LLC |
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 674K | 25K | – |
SCHWAB STRATEGIC TR | 1000 INDEX ETF | 5M | 100K | – |
SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 365K | 10K | – |
SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 234K | 4K | – |
SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 970K | 18K | SIGNATURE INVESTMENT ADVISORS LLC |
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 154M | 2M | SIGNATURE INVESTMENT ADVISORS LLC |
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 27M | 398K | – |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 13M | 161K | – |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 54K | 699 | SIGNATURE INVESTMENT ADVISORS LLC |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 492K | 13K | SIGNATURE INVESTMENT ADVISORS LLC |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 79K | 2K | – |
SCHWAB STRATEGIC TR | US AGGREGATE B | 7M | 163K | – |
SCHWAB STRATEGIC TR | SHT TM US TRES | 2M | 33K | – |
SCHWAB STRATEGIC TR | US TIPS ETF | 740K | 14K | – |
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 14M | 95K | – |
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 45M | 311K | SIGNATURE INVESTMENT ADVISORS LLC |
SELECT SECTOR SPDR TR | SBI CONS STPLS | 515K | 7K | SIGNATURE INVESTMENT ADVISORS LLC |
SELECT SECTOR SPDR TR | SBI CONS STPLS | 216K | 3K | – |
SELECT SECTOR SPDR TR | ENERGY | 8M | 87K | – |
SELECT SECTOR SPDR TR | ENERGY | 24M | 264K | SIGNATURE INVESTMENT ADVISORS LLC |
SELECT SECTOR SPDR TR | FINANCIAL | 45M | 1M | SIGNATURE INVESTMENT ADVISORS LLC |
SELECT SECTOR SPDR TR | FINANCIAL | 14M | 332K | – |
SELECT SECTOR SPDR TR | INDL | 12M | 97K | – |
SELECT SECTOR SPDR TR | INDL | 38M | 314K | SIGNATURE INVESTMENT ADVISORS LLC |
SELECT SECTOR SPDR TR | TECHNOLOGY | 194K | 857 | SIGNATURE INVESTMENT ADVISORS LLC |
SELECT SECTOR SPDR TR | TECHNOLOGY | 261K | 1K | – |
SELECT SECTOR SPDR TR | SBI INT-UTILS | 131K | 2K | – |
SELECT SECTOR SPDR TR | SBI INT-UTILS | 168K | 2K | SIGNATURE INVESTMENT ADVISORS LLC |
SHOPIFY INC | CL A | 177K | 3K | SIGNATURE INVESTMENT ADVISORS LLC |
SHOPIFY INC | CL A | 72K | 1K | – |
SHORE BANCSHARES INC | COM | 133K | 12K | SIGNATURE INVESTMENT ADVISORS LLC |
SIREN ETF TR | DIVCN DIVD ETF | 3M | 86K | – |
SITE CTRS CORP | COM | 248K | 17K | – |
SOLID POWER INC | CLASS A COM | 22K | 14K | – |
STARBUCKS CORP | COM | 326K | 4K | – |
STARBUCKS CORP | COM | 137K | 2K | SIGNATURE INVESTMENT ADVISORS LLC |
STRYKER CORPORATION | COM | 174K | 512 | SIGNATURE INVESTMENT ADVISORS LLC |
STRYKER CORPORATION | COM | 304K | 892 | – |
TFS FINL CORP | COM | 915K | 72K | – |
TJX COS INC NEW | COM | 260K | 2K | – |
TJX COS INC NEW | COM | 28K | 250 | SIGNATURE INVESTMENT ADVISORS LLC |
T-MOBILE US INC | COM | 2M | 14K | SIGNATURE INVESTMENT ADVISORS LLC |
T-MOBILE US INC | COM | 895K | 5K | – |
T ROWE PRICE ETF INC | PRICE DIV GRWT | 1M | 29K | – |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 940K | 5K | – |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 177K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
TC ENERGY CORP | COM | 329K | 9K | – |
TELEDYNE TECHNOLOGIES INC | COM | 637K | 2K | – |
TELEDYNE TECHNOLOGIES INC | COM | 2M | 5K | SIGNATURE INVESTMENT ADVISORS LLC |
TESLA INC | COM | 1M | 6K | SIGNATURE INVESTMENT ADVISORS LLC |
TESLA INC | COM | 2M | 9K | – |
TEXAS INSTRS INC | COM | 363K | 2K | – |
TEXAS INSTRS INC | COM | 8K | 42 | SIGNATURE INVESTMENT ADVISORS LLC |
THERMO FISHER SCIENTIFIC INC | COM | 39M | 70K | SIGNATURE INVESTMENT ADVISORS LLC |
THERMO FISHER SCIENTIFIC INC | COM | 12M | 22K | – |
TILRAY BRANDS INC | COM | 21K | 13K | – |
TILRAY BRANDS INC | COM | 8K | 5K | SIGNATURE INVESTMENT ADVISORS LLC |
TOTALENERGIES SE | SPONSORED ADS | 2K | 31 | SIGNATURE INVESTMENT ADVISORS LLC |
TOTALENERGIES SE | SPONSORED ADS | 415K | 6K | – |
TRACTOR SUPPLY CO | COM | 96K | 354 | – |
TRACTOR SUPPLY CO | COM | 154K | 569 | SIGNATURE INVESTMENT ADVISORS LLC |
TRANSDIGM GROUP INC | COM | 581K | 455 | – |
TRUIST FINL CORP | COM | 368K | 9K | – |
TRUIST FINL CORP | COM | 272K | 7K | SIGNATURE INVESTMENT ADVISORS LLC |
UBER TECHNOLOGIES INC | COM | 44M | 610K | SIGNATURE INVESTMENT ADVISORS LLC |
UBER TECHNOLOGIES INC | COM | 14M | 187K | – |
UNION PAC CORP | COM | 252K | 1K | – |
UNION PAC CORP | COM | 93K | 410 | SIGNATURE INVESTMENT ADVISORS LLC |
UNITED PARCEL SERVICE INC | CL B | 45K | 327 | SIGNATURE INVESTMENT ADVISORS LLC |
UNITED PARCEL SERVICE INC | CL B | 179K | 1K | – |
UNITEDHEALTH GROUP INC | COM | 1M | 3K | – |
UNITEDHEALTH GROUP INC | COM | 530K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
VALE S A | SPONSORED ADS | 3K | 250 | SIGNATURE INVESTMENT ADVISORS LLC |
VALE S A | SPONSORED ADS | 122K | 11K | – |
VALERO ENERGY CORP | COM | 342K | 2K | – |
VALERO ENERGY CORP | COM | 71K | 453 | SIGNATURE INVESTMENT ADVISORS LLC |
VANECK ETF TRUST | MRNGSTR GBL WIDE | 4M | 121K | – |
VANECK ETF TRUST | MRNGSTR INT MOAT | 585K | 19K | – |
VANECK ETF TRUST | MRNGSTR WDE MOAT | 2M | 25K | – |
VANECK ETF TRUST | SEMICONDUCTR ETF | 1M | 4K | – |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 8M | 45K | – |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 2M | 8K | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD STAR FDS | VG TL INTL STK F | 3M | 49K | – |
VANGUARD WORLD FD | ESG US STK ETF | 297K | 3K | – |
VANGUARD WORLD FD | MEGA GRWTH IND | 406K | 1K | – |
VANGUARD WORLD FD | MEGA CAP INDEX | 367K | 2K | – |
VANGUARD WORLD FD | MEGA CAP INDEX | 8K | 40 | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 65K | 196 | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 220K | 659 | – |
VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 338K | 2K | – |
VANGUARD WELLINGTON FD | US MULTIFACTOR | 454K | 4K | – |
VANGUARD BD INDEX FDS | INTERMED TERM | 391K | 5K | – |
VANGUARD BD INDEX FDS | SHORT TRM BOND | 309K | 4K | – |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 996K | 14K | – |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 36K | 506 | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 682K | 14K | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 10M | 202K | – |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 2M | 16K | – |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 757K | 6K | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD WHITEHALL FDS | INTL HIGH ETF | 18M | 260K | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD WHITEHALL FDS | INTL HIGH ETF | 6M | 84K | – |
VANGUARD WHITEHALL FDS | INTL DVD ETF | 3M | 33K | – |
VANGUARD MALVERN FDS | STRM INFPROIDX | 532K | 11K | – |
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 3M | 58K | – |
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 5K | 110 | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 12K | 103 | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 214K | 2K | – |
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 375K | 3K | – |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 539K | 9K | – |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 412K | 7K | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 3M | 75K | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 9M | 213K | – |
VANGUARD WORLD FD | CONSUM DIS ETF | 284K | 910 | – |
VANGUARD WORLD FD | CONSUM STP ETF | 201K | 989 | – |
VANGUARD WORLD FD | ENERGY ETF | 804K | 6K | – |
VANGUARD WORLD FD | ENERGY ETF | 24K | 187 | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD WORLD FD | FINANCIALS ETF | 32K | 325 | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD WORLD FD | FINANCIALS ETF | 282K | 3K | – |
VANGUARD WORLD FD | HEALTH CAR ETF | 497K | 2K | – |
VANGUARD WORLD FD | HEALTH CAR ETF | 1M | 5K | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD WORLD FD | INF TECH ETF | 2M | 4K | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD WORLD FD | INF TECH ETF | 3M | 6K | – |
VANGUARD WORLD FD | UTILITIES ETF | 392K | 3K | – |
VANGUARD WORLD FD | UTILITIES ETF | 36K | 244 | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 953K | 12K | – |
VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 1M | 11K | – |
VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 387K | 5K | – |
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 3M | 34K | – |
VANGUARD MUN BD FDS | TAX EXEMPT BD | 780K | 16K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 4M | 7K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 602K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD INDEX FDS | MCAP VL IDXVIP | 492K | 3K | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD INDEX FDS | MCAP VL IDXVIP | 2M | 10K | – |
VANGUARD INDEX FDS | MCAP GR IDXVIP | 1M | 5K | – |
VANGUARD INDEX FDS | MCAP GR IDXVIP | 691K | 3K | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD INDEX FDS | REAL ESTATE ETF | 93K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD INDEX FDS | REAL ESTATE ETF | 2M | 23K | – |
VANGUARD INDEX FDS | SML CP GRW ETF | 915K | 4K | – |
VANGUARD INDEX FDS | SML CP GRW ETF | 333K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD INDEX FDS | SM CP VAL ETF | 29K | 157 | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD INDEX FDS | SM CP VAL ETF | 3M | 16K | – |
VANGUARD INDEX FDS | MID CAP ETF | 3M | 13K | – |
VANGUARD INDEX FDS | MID CAP ETF | 121K | 499 | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD INDEX FDS | LARGE CAP ETF | 2M | 7K | – |
VANGUARD INDEX FDS | EXTEND MKT ETF | 684K | 4K | – |
VANGUARD INDEX FDS | EXTEND MKT ETF | 6M | 33K | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD INDEX FDS | GROWTH ETF | 208M | 555K | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD INDEX FDS | GROWTH ETF | 61M | 164K | – |
VANGUARD INDEX FDS | VALUE ETF | 35M | 216K | – |
VANGUARD INDEX FDS | VALUE ETF | 17M | 107K | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD INDEX FDS | SMALL CP ETF | 1K | 6 | SIGNATURE INVESTMENT ADVISORS LLC |
VANGUARD INDEX FDS | SMALL CP ETF | 5M | 24K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 6M | 24K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 4M | 13K | SIGNATURE INVESTMENT ADVISORS LLC |
VERIZON COMMUNICATIONS INC | COM | 279K | 7K | SIGNATURE INVESTMENT ADVISORS LLC |
VERIZON COMMUNICATIONS INC | COM | 302K | 7K | – |
VICI PPTYS INC | COM | 243K | 8K | – |
VICTORY PORTFOLIOS II | VCSHS US 500 VOL | 242K | 3K | – |
VISA INC | COM CL A | 725K | 3K | – |
VISA INC | COM CL A | 432K | 2K | SIGNATURE INVESTMENT ADVISORS LLC |
WALMART INC | COM | 44M | 650K | SIGNATURE INVESTMENT ADVISORS LLC |
WALMART INC | COM | 13M | 197K | – |
WASTE CONNECTIONS INC | COM | 733K | 4K | – |
WASTE CONNECTIONS INC | COM | 2M | 14K | SIGNATURE INVESTMENT ADVISORS LLC |
WASTE MGMT INC DEL | COM | 52K | 245 | SIGNATURE INVESTMENT ADVISORS LLC |
WASTE MGMT INC DEL | COM | 202K | 948 | – |
WELLS FARGO CO NEW | COM | 283K | 5K | – |
WELLS FARGO CO NEW | COM | 101K | 2K | SIGNATURE INVESTMENT ADVISORS LLC |
WEST PHARMACEUTICAL SVSC INC | COM | 3K | 10 | SIGNATURE INVESTMENT ADVISORS LLC |
WEST PHARMACEUTICAL SVSC INC | COM | 239K | 727 | – |
WISDOMTREE TR | EMER MKT HIGH FD | 3M | 80K | – |
WISDOMTREE TR | EMER MKT HIGH FD | 13M | 289K | SIGNATURE INVESTMENT ADVISORS LLC |
WISDOMTREE TR | US MIDCAP DIVID | 4M | 93K | SIGNATURE INVESTMENT ADVISORS LLC |
WISDOMTREE TR | US MIDCAP DIVID | 1M | 25K | – |
WISDOMTREE TR | US SMALLCAP DIVD | 1M | 37K | – |
WISDOMTREE TR | US SMALLCAP DIVD | 4M | 116K | SIGNATURE INVESTMENT ADVISORS LLC |
WISDOMTREE TR | INTL EQUITY FD | 265K | 5K | SIGNATURE INVESTMENT ADVISORS LLC |
WISDOMTREE TR | INTL SMCAP DIV | 2M | 26K | – |
WISDOMTREE TR | INTL MIDCAP DV | 208K | 3K | – |
WISDOMTREE TR | FLOATNG RAT TREA | 25M | 503K | – |
WISDOMTREE TR | FLOATNG RAT TREA | 102M | 2M | SIGNATURE INVESTMENT ADVISORS LLC |
XENIA HOTELS & RESORTS INC | COM | 167K | 12K | – |
YUM BRANDS INC | COM | 242K | 2K | – |
YUM BRANDS INC | COM | 56K | 425 | SIGNATURE INVESTMENT ADVISORS LLC |
ZOETIS INC | CL A | 203K | 1K | SIGNATURE INVESTMENT ADVISORS LLC |
ZOETIS INC | CL A | 53K | 305 | – |
AMDOCS LTD | SHS | 624K | 8K | – |
AMDOCS LTD | SHS | 2M | 26K | SIGNATURE INVESTMENT ADVISORS LLC |
EATON CORP PLC | SHS | 200K | 639 | SIGNATURE INVESTMENT ADVISORS LLC |
EATON CORP PLC | SHS | 3M | 8K | – |
EVEREST GROUP LTD | COM | 691K | 2K | – |
EVEREST GROUP LTD | COM | 2M | 6K | SIGNATURE INVESTMENT ADVISORS LLC |
MEDTRONIC PLC | SHS | 14K | 182 | SIGNATURE INVESTMENT ADVISORS LLC |
MEDTRONIC PLC | SHS | 322K | 4K | – |
NORWEGIAN CRUISE LINE HLDG L | SHS | 321K | 17K | – |
NORWEGIAN CRUISE LINE HLDG L | SHS | 37K | 2K | SIGNATURE INVESTMENT ADVISORS LLC |
TRANE TECHNOLOGIES PLC | SHS | 33K | 100 | SIGNATURE INVESTMENT ADVISORS LLC |
TRANE TECHNOLOGIES PLC | SHS | 345K | 1K | – |
TRANSOCEAN LTD | REGISTERED SHS | 102K | 19K | – |
ASML HOLDING N V | N Y REGISTRY SHS | 728K | 712 | – |
ASML HOLDING N V | N Y REGISTRY SHS | 41K | 40 | SIGNATURE INVESTMENT ADVISORS LLC |
ROYAL CARIBBEAN GROUP | COM | 51K | 318 | SIGNATURE INVESTMENT ADVISORS LLC |
ROYAL CARIBBEAN GROUP | COM | 251K | 2K | – |