Ticker: CGMU CUSIP: 14020Y201 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Boulder Wealth Advisors, LLC | 345,208 | $9,452 |
| Aprio Wealth Management, LLC | 810,412 | $22,189 |
| McNamara Financial Services, Inc. | 257,169 | $7,041 |
| Total Clarity Wealth Management, Inc. | 158,661 | $4,344 |
| Financial Council Asset Management Inc | 83,806 | $2,295 |
| RMR Wealth Builders | 337,891 | $9,251 |
| Fortress Wealth Group, LLC | 51,510 | $1,421 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 154,279 | $4,224 |
| Interchange Capital Partners, LLC | 76,564 | $2,096 |
| SARD WEALTH MANAGEMENT GROUP, LLC | 17,987 | $492 |
| Legacy Private Trust Co. | 90,740 | $2,484 |
| CALTON & ASSOCIATES, INC. | 38,644 | $1,058 |
| GENESIS PRIVATE WEALTH, LLC | 17,286 | $473 |
| KWB Wealth | 37,534 | $1,028 |
| Burford Brothers, Inc. | 10,196 | $279 |
| Family Manage LLC | 27,322 | $748 |
| CLG LLC | 12,988 | $356 |
| Balboa Wealth Partners | 17,025 | $466 |
| SITTNER & NELSON, LLC | 8,000 | $222 |
| Tower Research Capital LLC (TRC) | 66,161 | $1,811 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| MB, LEVIS & ASSOCIATES, LLC | 278,037 | 359,449 | +81,412 (+29.3%) |
| Hartmann Taylor Wealth Management, LLC | 178,856 | 231,519 | +52,663 (+29.4%) |
| EQ WEALTH ADVISORS, LLC | 125,566 | 181,680 | +56,114 (+44.7%) |
| Northwest Financial Advisors | 40,337 | 52,846 | +12,509 (+31.0%) |
| ROBINSON SMITH WEALTH ADVISORS LLC | 297,610 | 332,407 | +34,797 (+11.7%) |
| Penney Financial, LLC | 58,766 | 164,085 | +105,319 (+179.2%) |
| Gutierrez Wealth Advisory, LLC | 263,892 | 283,157 | +19,265 (+7.3%) |
| Royal Harbor Partners, LLC | 424,706 | 443,171 | +18,465 (+4.3%) |
| Blue Chip Partners, LLC | 1,565,047 | 1,635,685 | +70,638 (+4.5%) |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 352,962 | 499,912 | +146,950 (+41.6%) |
| Confluence Wealth Services, Inc. | 746,403 | 1,117,976 | +371,573 (+49.8%) |
| Envision Financial Planning, LLC | 215,557 | 227,931 | +12,374 (+5.7%) |
| EnRich Financial Partners LLC | 384,260 | 392,181 | +7,921 (+2.1%) |
| New England Capital Financial Advisors LLC | 141,143 | 155,516 | +14,373 (+10.2%) |
| LongView Wealth Management | 61,727 | 100,530 | +38,803 (+62.9%) |
| NavPoint Financial, Inc. | 98,086 | 106,399 | +8,313 (+8.5%) |
| Tribridge Partners Financial LLC | 63,816 | 79,249 | +15,433 (+24.2%) |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 15,376 | 35,936 | +20,560 (+133.7%) |
| Skyline Advisors, Inc. | 165,999 | 171,962 | +5,963 (+3.6%) |
| LifeGoal Investments, LLC | 37,289 | 45,200 | +7,911 (+21.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| CAPITAL INSIGHT PARTNERS, LLC | 505,762 | 479,150 | -26,612 (-5.3%) |
| CONTINENTAL INVESTORS SERVICES, INC. | 35,458 | 31,832 | -3,626 (-10.2%) |
| Main Line Retirement Advisors, LLC | 82,222 | 72,582 | -9,640 (-11.7%) |
| Saxony Capital Management, LLC | 12,901 | 7,434 | -5,467 (-42.4%) |
| Tempus Wealth Planning, LLC | 97,782 | 92,641 | -5,141 (-5.3%) |
| NOVEM GROUP | 72,254 | 65,861 | -6,393 (-8.8%) |
| Jacobi Capital Management LLC | 320,825 | 316,999 | -3,826 (-1.2%) |
| Wealthcare Advisory Partners LLC | 234,546 | 214,781 | -19,765 (-8.4%) |
| AMERIFLEX GROUP, INC. | 2,450 | 1,115 | -1,335 (-54.5%) |
| Madison Wealth Partners, Inc | 40,902 | 39,664 | -1,238 (-3.0%) |
| BENJAMIN EDWARDS INC | 296,795 | 293,757 | -3,038 (-1.0%) |
| NWAM LLC | 18,147 | 16,459 | -1,688 (-9.3%) |
| Atria Investments, Inc | 23,803 | 22,360 | -1,443 (-6.1%) |
| SIGNET FINANCIAL MANAGEMENT, LLC | 21,438 | 21,046 | -392 (-1.8%) |
| NORTHERN TRUST CORP | 14,450 | 12,700 | -1,750 (-12.1%) |
| MSH Capital Advisors LLC | 12,395 | 12,180 | -215 (-1.7%) |
| MONETA GROUP INVESTMENT ADVISORS LLC | 9,001 | 7,967 | -1,034 (-11.5%) |
| Smartleaf Asset Management LLC | 1,559 | 1,207 | -352 (-22.6%) |
| NBC SECURITIES, INC. | 12,562 | 12,338 | -224 (-1.8%) |
| Allworth Financial LP | 20,405 | 20,031 | -374 (-1.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Silver Grove Financial Group, Inc. | 7,733 | $211 |
| Cyndeo Wealth Partners, LLC | 11,357 | $310 |
| Strategic Blueprint, LLC | 7,597 | $207 |
| CITADEL ADVISORS LLC | 77,964 | $2,128 |
| Advisory Services Network, LLC | 4,732 | $129 |
| Capital Investment Advisory Services, LLC | 386 | $11 |