Filing Research | LATTICE STRATEGIES TR Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Fermata Advisors, LLC	Shares	122.5KSH	$8.3M
2	Marshall Financial Group, LLC	Shares	85.8KSH	$5.8M
3	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	25.0KSH	$1.7M
4	Wagner Wealth Management, LLC	Shares	19.7KSH	$1.3M
5	J.W. COLE ADVISORS, INC.	Shares	6.5KSH	$435.2K
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	4.1KSH	$276.5K
7	Total Clarity Wealth Management, Inc.	Shares	4.1KSH	$273.2K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.5KSH	$233.0K
9	Farther Finance Advisors, LLC	Shares	388SH	$26.2K
10	Quest 10 Wealth Builders, Inc.	Shares	351SH	$23.7K
11	First PREMIER Bank	Shares	21.4KSH	$1.4K

Manager changes2026-06-30 vs 2026-03-31

12 / 12 loaded

#		Instrument
1	Fermata Advisors, LLC trimmed	Shares	-2.1K	+$901.6K	$8.3M
2	Marshall Financial Group, LLC added	Shares	+1.3K	+$792.5K	$5.8M
3	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+4.4K	+$466.4K	$1.7M
4	J.W. COLE ADVISORS, INC. new	Shares	+6.5K	+$435.2K	$435.2K
5	Total Clarity Wealth Management, Inc. new	Shares	+4.1K	+$273.2K	$273.2K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+3.5K	+$233.0K	$233.0K
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+2.6K	+$183.0K	$276.5K
8	Wagner Wealth Management, LLC added	Shares	+166	+$174.7K	$1.3M
9	Farther Finance Advisors, LLC unchanged	Shares	0	+$3.1K	$26.2K
10	Quest 10 Wealth Builders, Inc. added	Shares	+1	+$3.0K	$23.7K
11	First PREMIER Bank unchanged	Shares	0	+$178	$1.4K
12	Sound Income Strategies, LLC exited	Shares	-83	-$4.9K	$0

Filing Research | LATTICE STRATEGIES TR Institutional Holdings