Allworth Financial LP Reduced Holdings in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-326
- 1.11%
$59.57 - $75.11 $19.4K - $24.5K
29K $2.18M
VONV
Vanguard Russell 1000 Value Et

ETFs
-2K
- 1.29%
$73.19 - $85.21 $146K - $170K
153K $13M
IGV
Ishares Expanded Tech Software

ETFs
-171
- 1.26%
$80.15 - $109.5 $13.7K - $18.7K
13.4K $1.46M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.11K
- 2.16%
$20.42 - $25.3 $104K - $129K
232K $5.86M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-46
- 0.19%
$91.62 - $116.16 $4.21K - $5.34K
24.7K $2.87M
ROK
Rockwell Automation, Inc

Industrials
-420
- 6.53%
$218.97 - $332.17 $92K - $140K
6.01K $2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-23.4K
- 6.31%
$17.76 - $22.1 $416K - $518K
348K $7.7M
AVUV
American Centy ETF Tr Avantis

ETFs
-1.53K
- 1.15%
$75.17 - $91.21 $115K - $140K
132K $12M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-7.7K
- 2.31%
$22.92 - $28.05 $177K - $216K
326K $9.14M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-7.19K
- 3.04%
$50.39 - $60.05 $362K - $432K
230K $13.8M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-2.86K
- 10.13%
$40.51 - $71.03 $116K - $203K
25.3K $1.78M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-897
- 3.21%
$82.32 - $112.47 $73.8K - $101K
27K $3.04M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-3.35K
- 1.95%
$52.31 - $63.72 $175K - $214K
169K $10.8M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.59K
- 1.77%
$75.29 - $91.16 $120K - $145K
88.4K $7.97M
THC
Tenet Healthcare Corp

Healthcare
-136
- 1.07%
$110.41 - $176.0 $15K - $23.9K
12.6K $2.22M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.51K
- 2.16%
$57.14 - $72.68 $86.3K - $110K
68.5K $4.98M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-4.57K
- 2.82%
$86.58 - $104.98 $396K - $480K
158K $16.6M
CGDV
Capital Group Divid Value ETF

ETFs
-150
- 0.1%
$31.93 - $39.49 $4.79K - $5.92K
147K $5.8M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.04K
- 0.28%
$36.25 - $42.28 $74.1K - $86.4K
726K $30.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.73K
- 2.51%
$152.42 - $182.82 $416K - $499K
106K $19.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-3.45K
- 1.98%
$53.65 - $67.02 $185K - $231K
171K $11.5M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-746
- 0.29%
$23.2 - $29.84 $17.3K - $22.3K
256K $7.65M
AVUS
American Centy ETF Tr Avantis

ETFs
-4.46K
- 2.49%
$81.38 - $100.82 $363K - $450K
174K $17.6M
DFIV
Dimensional ETF Tr

ETFs
-7.47K
- 1.47%
$34.67 - $43.21 $259K - $323K
499K $21.4M
GE
General Electric CO

Industrials
-7.25K
- 12.38%
$166.81 - $257.39 $1.21M - $1.87M
51.3K $13.2M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-1.64K
- 1.07%
$97.68 - $121.38 $160K - $199K
151K $18.4M
STX
Seagate Technology Holdings PLC

Technology
-175
- 0.65%
$66.54 - $144.33 $11.6K - $25.3K
26.6K $3.84M
USXF
Ishares Esg Advanced Msci Usa

Technology
-944
- 0.33%
$41.54 - $53.93 $39.2K - $50.9K
283K $15.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.24K
- 0.21%
$51.16 - $62.02 $63.2K - $76.6K
600K $37.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-11.7K
- 1.12%
$19.6 - $24.44 $228K - $285K
1.03M $25.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-145
- 0.03%
$22.27 - $29.21 $3.23K - $4.24K
560K $16.4M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-881
- 0.69%
$149.56 - $212.83 $132K - $188K
128K $27.2M
IGM
Ishares Expanded Tech Sector E

ETFs
-684
- 0.28%
$79.8 - $112.34 $54.6K - $76.8K
245K $27.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-966
- 0.76%
$320.42 - $424.58 $310K - $410K
126K $53.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
-6.62K
- 1.22%
$82.96 - $110.1 $549K - $729K
537K $59.1M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-4.98K
- 1.07%
$113.67 - $150.4 $566K - $749K
462K $69.4M
IXUS
Ishares Tr

ETFs
-18.3K
- 1.19%
$62.37 - $77.63 $1.14M - $1.42M
1.53M $118M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-51.8K
- 2.45%
$108.12 - $135.04 $5.6M - $7M
2.07M $279M
Activity Summary
Buys All Purchases 3169 New Holdings 667 Increased Positions 2502 Sells All Sells 743 Reductions 739 Sold out 4 Options Calls 0 Puts 1
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