News + Filings Key Docs Ownership
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Lattice Strategies Trust (RODM)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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Cerity Partners LLC
| 6,757,613 | 6,757,613 | 177,860,379,000 | 0.69 | |
Hist
| 06/30/2023 |
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Mill Creek Capital Advisors, LLC
| 6,209,030 | 562,845 | 163,421,668,000 | 5.28 | |
Hist
| 06/30/2023 |
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AVANTAX ADVISORY SERVICES, INC.
| 5,827,201 | 1,486,284 | 153,371,897,000 | 1.75 | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 4,337,557 | -409,527 | 114,164,503,000 | 0.01 | |
Hist
| 06/30/2023 |
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Hartford Funds Management Co LLC
| 3,346,297 | -644,586 | 88,074,537,000 | 9.10 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 2,873,052 | -122,801 | 75,618,719,000 | 0.01 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 2,315,770 | 67,290 | 57,408,056,000 | 0.12 | |
Hist
| 12/31/2022 |
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UBS Group AG
| 1,926,182 | 318,816 | 50,697,110,000 | 0.02 | |
Hist
| 06/30/2023 |
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Trilogy Capital Inc.
| 1,320,376 | 134,262 | 32,732,131,000 | 2.32 | |
Hist
| 12/31/2022 |
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RAYMOND JAMES & ASSOCIATES
| 959,706 | 726,996 | 23,791,094,000 | 0.02 | |
Hist
| 12/31/2022 |
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LPL Financial LLC
| 494,614 | -44,141 | 13,023,182,000 | 0.01 | |
Hist
| 03/31/2023 |
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ROYAL BANK OF CANADA
| 456,738 | -136,094 | 12,021,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 442,060 | 2,952 | 11,639,769,000 | 0.00 | |
Hist
| 06/30/2023 |
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Quantitative Advantage, LLC
| 427,063 | -9,713 | 11,244,561,000 | 1.63 | |
Hist
| 03/31/2023 |
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Goldstein Advisors, LLC
| 313,385 | 313,385 | 8,251,430,000 | 1.81 | |
Hist
| 03/31/2023 |
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Private Advisor Group, LLC
| 306,802 | 63,758 | 8,078,082,000 | 0.08 | |
Hist
| 03/31/2023 |
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Rockefeller Capital Management L.P.
| 268,477 | -1,073 | 7,066,326,000 | 0.03 | |
Hist
| 06/30/2023 |
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Vawter Financial, Ltd.
| 265,893 | -6,329 | 6,998,304,000 | 6.05 | |
Hist
| 06/30/2023 |
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COLDSTREAM CAPITAL MANAGEMENT INC
| 262,396 | -162,506 | 6,906,276,000 | 0.22 | |
Hist
| 06/30/2023 |
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BAKER TILLY WEALTH MANAGEMENT, LLC
| 251,286 | 13,102 | 6,445,486,000 | 1.06 | |
Hist
| 09/30/2023 |
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Cornerstone Wealth Management, LLC
| 224,255 | 8,678 | 5,902,377,000 | 0.53 | |
Hist
| 06/30/2023 |
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EVERGREEN CAPITAL MANAGEMENT LLC
| 196,170 | -3,595 | 5,163,195,000 | 0.22 | |
Hist
| 06/30/2023 |
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IAG Wealth Partners, LLC
| 194,525 | -47,775 | 5,119,905,000 | 1.35 | |
Hist
| 06/30/2023 |
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Wagner Wealth Management, LLC
| 178,077 | 64,680 | 4,686,985,000 | 1.79 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 168,947 | 8,332 | 4,446,695,000 | 0.00 | |
Hist
| 06/30/2023 |
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HOWARD FINANCIAL SERVICES, LTD.
| 168,562 | -14,266 | 4,323,621,000 | 0.99 | |
Hist
| 09/30/2023 |
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Resource Planning Group
| 155,164 | -18,266 | 3,846,525,000 | 3.08 | |
Hist
| 12/31/2022 |
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Lido Advisors, LLC
| 143,755 | 143,755 | 3,783,635,000 | 0.03 | |
Hist
| 06/30/2023 |
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WELLINGTON MANAGEMENT GROUP LLP
| 116,772 | 11,977 | 3,073,439,000 | 0.00 | |
Hist
| 06/30/2023 |
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Resources Investment Advisors, LLC.
| 116,294 | -15,345 | 3,060,845,000 | 0.07 | |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| 119,043 | -22,397 | 2,951,080,000 | 0.01 | |
Hist
| 12/31/2022 |
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WESCAP Management Group, Inc.
| 103,604 | -426 | 2,726,857,000 | 0.95 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 96,630 | 4,357 | 2,543,304,000 | 0.00 | |
Hist
| 06/30/2023 |
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Cranbrook Wealth Management, LLC
| 95,841 | -68,834 | 2,522,523,000 | 0.70 | |
Hist
| 06/30/2023 |
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NewEdge Advisors, LLC
| 93,091 | -4,854 | 2,450,157,000 | 0.03 | |
Hist
| 06/30/2023 |
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