Ticker: BIDD CUSIP: 09290C848 Class: ISHARES INTL DIV
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| SK Wealth Management, LLC | 7,137 | $218 |
| HEADINVEST, LLC | 7,592 | $219 |
| Cornerstone Planning Group LLC | 6,637 | $202 |
| Cerity Partners LLC | 165,805 | $4,778 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 7,660 | $227 |
| Waverly Advisors, LLC | 15,901 | $458 |
| Spire Wealth Management | 3,000 | $86 |
| Avion Wealth | 1,610 | $0 |
| Community Bank, N.A. | 181 | $5 |
| Aptus Capital Advisors, LLC | 143 | $4 |
| Russell Investments Group, Ltd. | 144 | $4 |
| CWM, LLC | 100 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Vertex Planning Partners, LLC | 502,102 | 518,353 | +16,251 (+3.2%) |
| MUIRFIELD WEALTH ADVISORS LLC | 31,190 | 32,290 | +1,100 (+3.5%) |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 10,417 | 18,995 | +8,578 (+82.3%) |
| CITADEL ADVISORS LLC | 28,711 | 87,555 | +58,844 (+205.0%) |
| Kestra Advisory Services, LLC | 135,465 | 145,746 | +10,281 (+7.6%) |
| JONES FINANCIAL COMPANIES LLLP | 57,218 | 73,325 | +16,107 (+28.2%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,531 | 22,212 | +8,681 (+64.2%) |
| J.W. COLE ADVISORS, INC. | 12,143 | 14,356 | +2,213 (+18.2%) |
| Clarity Asset Management, Inc. | 9,056 | 9,187 | +131 (+1.4%) |
| TRUIST FINANCIAL CORP | 161,166 | 163,442 | +2,276 (+1.4%) |
| WELLS FARGO & COMPANY/MN | 6,377 | 7,957 | +1,580 (+24.8%) |
| PRIVATE TRUST CO NA | 4,234 | 4,734 | +500 (+11.8%) |
| FMR LLC | 5,020 | 5,074 | +54 (+1.1%) |
| Sunbelt Securities, Inc. | 462 | 468 | +6 (+1.3%) |
| PFS Partners, LLC | 272 | 276 | +4 (+1.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Midwest Capital Advisors, LLC | 647,940 | 88,489 | -559,451 (-86.3%) |
| EHRLICH FINANCIAL GROUP | 96,003 | 80,704 | -15,299 (-15.9%) |
| FORTRESS FINANCIAL GROUP, LLC | 104,287 | 98,545 | -5,742 (-5.5%) |
| Imprint Wealth LLC | 3,928 | 972 | -2,956 (-75.3%) |
| Cornerstone Wealth Management, LLC | 119,455 | 20,595 | -98,860 (-82.8%) |
| Ameritas Advisory Services, LLC | 116,716 | 51,924 | -64,792 (-55.5%) |
| Ethos Financial Group, LLC | 213,781 | 184,594 | -29,187 (-13.7%) |
| Diversify Advisory Services, LLC | 143,295 | 62,896 | -80,399 (-56.1%) |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 53,202 | 17,106 | -36,096 (-67.8%) |
| CFS Investment Advisory Services, LLC | 276,101 | 263,892 | -12,209 (-4.4%) |
| Keystone Financial Group | 258,731 | 246,942 | -11,789 (-4.6%) |
| FLOW TRADERS U.S. LLC | 108,543 | 27,016 | -81,527 (-75.1%) |
| Envestnet Portfolio Solutions, Inc. | 199,796 | 11,739 | -188,057 (-94.1%) |
| ENVESTNET ASSET MANAGEMENT INC | 2,111,051 | 654,057 | -1,456,994 (-69.0%) |
| ASSETMARK, INC | 269,705 | 5,407 | -264,298 (-98.0%) |
| Cetera Investment Advisers | 598,214 | 165,599 | -432,615 (-72.3%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 616,836 | 356,420 | -260,416 (-42.2%) |
| LPL Financial LLC | 1,566,207 | 802,159 | -764,048 (-48.8%) |
| MML INVESTORS SERVICES, LLC | 650,694 | 547,345 | -103,349 (-15.9%) |
| OSAIC HOLDINGS, INC. | 504,262 | 368,402 | -135,860 (-26.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Integrated Investment Consultants, LLC | 350,111 | $9,798 |
| Avantra Family Wealth, Inc. | 14,116 | $395 |
| ShoreHaven Wealth Partners, LLC | 20,840 | $583 |
| UNION SAVINGS BANK | 14,640 | $385 |
| Triad Wealth Partners, LLC | 45,514 | $1,274 |
| Integrated Advisors Network LLC | 86,202 | $2,412 |
| JB Capital LLC | 86,091 | $2,409 |
| Invst, LLC | 30,449 | $852 |
| Synergy Investment Management, LLC | 9,280 | $260 |
| Detalus Advisors, LLC | 12,714 | $356 |
| Quadrant Private Wealth Management, LLC | 13,638 | $382 |
| LGT Financial Advisors LLC | 761 | $21 |
| Icon Wealth Advisors, LLC | 6,656 | $186 |
| GeoWealth Management, LLC | 10,616 | $297 |
| Sequoia Financial Advisors, LLC | 44,048 | $1,233 |
| SigFig Wealth Management, LLC | 12,066 | $335 |
| Ausdal Financial Partners, Inc. | 7,472 | $209 |
| NorthRock Partners, LLC | 12,489 | $350 |
| MGO ONE SEVEN LLC | 8,217 | $230 |
| Stratos Wealth Partners, LTD. | 8,617 | $241 |