Ticker: DGCB CUSIP: 25434V567 Class: GLOBAL CR ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| CYPRESS FINANCIAL PLANNING LLC | 23,814 | $1,292 |
| Dynamic Advisor Solutions LLC | 126,889 | $6,882 |
| Williams & Novak, LLC | 5,787 | $314 |
| XY Planning Network, Inc. | 6,759 | $367 |
| PFG Advisors | 27,535 | $1,493 |
| Gradient Capital Advisors, LLC | 4,961 | $269 |
| AXXCESS WEALTH MANAGEMENT, LLC | 19,699 | $1,068 |
| Diversify Advisory Services, LLC | 11,877 | $647 |
| JANE STREET GROUP, LLC | 26,166 | $1,419 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,427 | $132 |
| Thrivent Financial for Lutherans | 52,624 | $3 |
| HAZLETT, BURT & WATSON, INC. | 93 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Integrity Advisory Solutions, LLC | 865,505 | 1,010,567 | +145,062 (+16.8%) |
| Wealth Advisors Northwest LLC | 194,840 | 224,460 | +29,620 (+15.2%) |
| DRAVO BAY LLC | 217,198 | 241,207 | +24,009 (+11.1%) |
| APS Management Group, Inc. | 120,810 | 130,026 | +9,216 (+7.6%) |
| SageOak Financial, LLC | 120,093 | 124,996 | +4,903 (+4.1%) |
| Mattern Wealth Management LLC | 233,189 | 247,863 | +14,674 (+6.3%) |
| INTEGRITY ALLIANCE, LLC. | 583,449 | 785,250 | +201,801 (+34.6%) |
| Vantage Point Financial LLC | 90,202 | 95,749 | +5,547 (+6.1%) |
| Vestmark Advisory Solutions, Inc. | 1,446,070 | 1,538,407 | +92,337 (+6.4%) |
| Two West Capital Advisors LLC | 24,266 | 28,341 | +4,075 (+16.8%) |
| Porter White Investment Advisors, Inc. | 18,995 | 22,593 | +3,598 (+18.9%) |
| OneDigital Investment Advisors LLC | 180,767 | 271,403 | +90,636 (+50.1%) |
| Index Fund Advisors, Inc. | 4,503 | 24,964 | +20,461 (+454.4%) |
| Kestra Investment Management, LLC | 82,076 | 112,523 | +30,447 (+37.1%) |
| Austin Private Wealth, LLC | 35,686 | 41,617 | +5,931 (+16.6%) |
| RFG Advisory, LLC | 247,902 | 260,250 | +12,348 (+5.0%) |
| Triad Wealth Partners, LLC | 8,837 | 13,060 | +4,223 (+47.8%) |
| Allworth Financial LP | 59,030 | 124,966 | +65,936 (+111.7%) |
| Concord Wealth Partners | 3,198 | 6,273 | +3,075 (+96.2%) |
| FIRETHORN WEALTH PARTNERS, LLC | 13,564 | 14,264 | +700 (+5.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| MASTER'S WEALTH MANAGEMENT INC. | 80,633 | 19,596 | -61,037 (-75.7%) |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 56,099 | 50,585 | -5,514 (-9.8%) |
| TCFG WEALTH MANAGEMENT, LLC | 63,086 | 49,710 | -13,376 (-21.2%) |
| Daner Wealth Management, LLC | 19,531 | 17,089 | -2,442 (-12.5%) |
| Meredith Wealth Planning | 49,714 | 46,796 | -2,918 (-5.9%) |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 148,135 | 128,861 | -19,274 (-13.0%) |
| Simplicity Wealth,LLC | 52,603 | 29,449 | -23,154 (-44.0%) |
| RCS Financial Planning, LLC | 12,525 | 9,730 | -2,795 (-22.3%) |
| Aspire Private Capital, LLC | 11,569 | 8,987 | -2,582 (-22.3%) |
| Strategic Investment Solutions, Inc. /IL | 9,144 | 7,455 | -1,689 (-18.5%) |
| NewEdge Advisors, LLC | 238,145 | 186,497 | -51,648 (-21.7%) |
| GREAT VALLEY ADVISOR GROUP, INC. | 44,669 | 30,321 | -14,348 (-32.1%) |
| CreativeOne Wealth, LLC | 20,805 | 19,806 | -999 (-4.8%) |
| AQR CAPITAL MANAGEMENT LLC | 6,539 | 4,577 | -1,962 (-30.0%) |
| IFP Advisors, Inc | 1,050 | 360 | -690 (-65.7%) |
| TRUIST FINANCIAL CORP | 63,636 | 62,485 | -1,151 (-1.8%) |
| SILVER OAK SECURITIES, INCORPORATED | 8,577 | 8,246 | -331 (-3.9%) |
| Millstone Evans Group, LLC | 2,036 | 1,992 | -44 (-2.2%) |
| WELLS FARGO & COMPANY/MN | 4,314 | 4,075 | -239 (-5.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Mach-1 Financial Group, LLC | 865,505 | $47,992 |
| Elwood & Goetz Wealth Advisory Group, LLC | 15,643 | $867 |
| OLD MISSION CAPITAL LLC | 12,821 | $711 |
| PARK AVENUE SECURITIES LLC | 70,814 | $4 |
| Buckingham Strategic Partners | 5,894 | $325 |
| Cetera Investment Advisers | 8,458 | $469 |
| MORGAN STANLEY | 229 | $13 |