Ritter Daniher Financial Advisory LLC Reduced Holdings in Q3 2025

Ritter Daniher Financial Advisory LLC

  • $511 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-38.8K
- 8.27%
$62.09 - $66.51 $2.41M - $2.58M
430K $28.1M
CTAS
Cintas Corp

Industrials
-2.29K
- 9.22%
$199.29 - $226.27 $456K - $518K
22.5K $4.62M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-6.08K
- 20.22%
$64.75 - $69.05 $394K - $420K
24K $1.65M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.77K
- 13.77%
$137.51 - $145.26 $243K - $257K
11.1K $1.58M
COST
Costco Wholesale Corp

Consumer Defensive
-100
- 7.2%
$915.95 - $994.57 $91.6K - $99.5K
1.29K $1.19M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.91K
- 15.22%
$92.26 - $97.51 $176K - $186K
10.6K $1.03M
CSX
Csx Corp

Industrials
-3.6K
- 82.76%
$32.05 - $36.52 $115K - $131K
750 $26K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-600
- 60.3%
$185.88 - $207.44 $112K - $124K
395 $79K
KO
Coca Cola CO

Consumer Defensive
-737
- 13.58%
$65.67 - $71.67 $48.4K - $52.8K
4.69K $311K
IWS
Ishares Russell Midcap Value E

ETFs
-450
- 22.64%
$132.83 - $140.61 $59.8K - $63.3K
1.54K $214K
FITB
Fifth Third Bancorp

Financial Services
-1.73K
- 14.99%
$40.91 - $46.28 $70.8K - $80.1K
9.81K $437K
AVIV
American Centy ETF Tr Avantis
-2.32K
- 9.84%
$61.83 - $67.44 $144K - $157K
21.3K $1.43M
AXON
Axon Enterprise, Inc.

Industrials
-26
- 25.74%
$698.02 - $870.97 $18.1K - $22.6K
75 $53K
OEF
Ishares S&P 100 ETF

ETFs
-100
- 12.09%
N/A
727 $193K
EFG
Msci Eafe Growth ETF

ETFs
-410
- 3.76%
$106.99 - $114.46 $43.9K - $46.9K
10.5K $1.2M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-757
- 7.29%
$131.47 - $143.64 $99.5K - $109K
9.62K $1.36M
VEA
Vanguard Ftse Developed Market

ETFs
-948
- 7.02%
$56.02 - $60.3 $53.1K - $57.2K
12.6K $752K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-178
- 23.92%
$87.05 - $93.19 $15.5K - $16.6K
566 $52K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-404
- 25.25%
$41.58 - $44.7 $16.8K - $18.1K
1.2K $52K
SMR
Nuscale Power Corp

Industrials
-224
- 19.65%
$32.65 - $51.67 $7.31K - $11.6K
916 $32K
NVO
Novo Nordisk A S

Healthcare
-132
- 37.71%
$45.38 - $71.7 $5.99K - $9.46K
218 $12K
IWM
Ishares Russell 2000 ETF

ETFs
-427
- 12.12%
$214.92 - $244.84 $91.8K - $105K
3.1K $749K
LCNB
Lcnb Corp

Financial Services
-22.5K
- 3.96%
$14.2 - $16.35 $320K - $368K
545K $8.24M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-587
- 11.32%
$28.15 - $30.13 $16.5K - $17.7K
4.6K $136K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-100
- 4.47%
$301.44 - $365.84 $30.1K - $36.6K
2.14K $691K
ICLN
Ishares

ETFs
-1.53K
- 24.41%
$13.22 - $15.48 $20.3K - $23.7K
4.75K $73K
PEP
Pepsico Inc

Consumer Defensive
-160
- 8.58%
$133.81 - $152.16 $21.4K - $24.3K
1.71K $239K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-556
- 4.88%
$87.29 - $93.61 $48.5K - $52K
10.8K $1.01M
XJR
Ishares Tresg Screened S&P Sma

ETFs
-222
- 20.96%
$39.17 - $43.37 $8.7K - $9.63K
837 $35K
FRNW
Fidelity Covington Tr Clean En
-777
- 27.63%
$15.74 - $19.43 $12.2K - $15.1K
2.04K $39K
WPC
W. P. Carey Inc.

Real Estate
-70
- 23.89%
$61.29 - $68.7 $4.29K - $4.81K
223 $15K
PFG
Principal Financial Group Inc

Financial Services
-30
- 30.0%
$75.53 - $82.95 $2.27K - $2.49K
70 $5K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-8
- 8.08%
$133.48 - $144.38 $1.07K - $1.16K
91 $12K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-100
- 14.29%
$11.64 - $15.79 $1.16K - $1.58K
600 $8K
SOXX
Ishares Semiconductor ETF

ETFs
-3
- 14.29%
$236.93 - $271.12 $711 - $813
18 $4K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-2
- 66.67%
$185.65 - $214.38 $371 - $429
1 $0
Arista Networks Inc
-107
- 22.29%
N/A
373 $0
Morgan Stanley ETF Trust
-100
- 3.68%
N/A
2.62K $0
Net Lease Office Properties
-4
- 22.22%
N/A
14 $0
Morgan Stanley ETF Trust
-36
- 2.86%
N/A
1.22K $0
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-16
- 5.0%
$30.13 - $33.37 $482 - $534
304 $10K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-195
- 6.36%
$25.29 - $28.33 $4.93K - $5.52K
2.87K $80K
YLDE
Legg Mason ETF Invt Tr

ETFs
-5
- 0.23%
$51.68 - $54.69 $258 - $273
2.18K $118K
ISCG
Ishares Morningstar Small Cap

ETFs
-273
- 6.38%
$49.84 - $55.14 $13.6K - $15.1K
4K $217K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4
- 0.07%
$21.69 - $23.34 $86.8 - $93.4
6K $139K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-134
- 5.18%
$135.0 - $146.02 $18.1K - $19.6K
2.46K $357K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-800
- 4.3%
$91.28 - $97.59 $73K - $78.1K
17.8K $1.71M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-220
- 2.43%
$28.92 - $32.19 $6.36K - $7.08K
8.84K $281K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-227
- 22.93%
$43.07 - $91.37 $9.78K - $20.7K
763 $69K
Activity Summary
Buys All Purchases 219 New Holdings 140 Increased Positions 79 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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