Ticker: MDIV CUSIP: 33738R100 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Elevation Capital Advisory, LLC | 174,590 | $2,745 |
| Wellington Shields & Co., LLC | 14,025 | $220 |
| Keystone Financial Group | 16,091 | $253 |
| GREAT VALLEY ADVISOR GROUP, INC. | 12,305 | $193 |
| D.A. DAVIDSON & CO. | 10,775 | $169 |
| CITADEL ADVISORS LLC | 19,259 | $303 |
| Allworth Financial LP | 900 | $14 |
| SRS Capital Advisors, Inc. | 300 | $5 |
| Triumph Capital Management | 23 | $0 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Rockport Wealth LLC | 242,979 | 256,715 | +13,736 (+5.7%) |
| Total Clarity Wealth Management, Inc. | 109,460 | 115,486 | +6,026 (+5.5%) |
| Harvest Investment Services, LLC | 110,026 | 118,486 | +8,460 (+7.7%) |
| Fortis Group Advisors, LLC | 44,390 | 53,747 | +9,357 (+21.1%) |
| HARBOUR INVESTMENTS, INC. | 387,363 | 418,547 | +31,184 (+8.1%) |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 48,605 | 60,973 | +12,368 (+25.4%) |
| Endowment Wealth Management, Inc. | 48,319 | 49,868 | +1,549 (+3.2%) |
| PSI Advisors, LLC | 33,172 | 35,132 | +1,960 (+5.9%) |
| Freedom Financial Partners LLC | 34,761 | 35,666 | +905 (+2.6%) |
| Intrua Financial, LLC | 32,117 | 34,989 | +2,872 (+8.9%) |
| ROYAL BANK OF CANADA | 367,391 | 409,695 | +42,304 (+11.5%) |
| Rockefeller Capital Management L.P. | 159,377 | 180,203 | +20,826 (+13.1%) |
| OSAIC HOLDINGS, INC. | 152,011 | 170,098 | +18,087 (+11.9%) |
| STIFEL FINANCIAL CORP | 565,069 | 582,651 | +17,582 (+3.1%) |
| RAYMOND JAMES FINANCIAL INC | 236,956 | 253,958 | +17,002 (+7.2%) |
| MORGAN STANLEY | 845,740 | 863,206 | +17,466 (+2.1%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19,838 | 26,879 | +7,041 (+35.5%) |
| Advisory Services Network, LLC | 12,293 | 16,026 | +3,733 (+30.4%) |
| BANK OF AMERICA CORP /DE/ | 551,792 | 557,627 | +5,835 (+1.1%) |
| WEDBUSH SECURITIES INC | 80,648 | 95,100 | +14,452 (+17.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| TCFG WEALTH MANAGEMENT, LLC | 60,846 | 57,311 | -3,535 (-5.8%) |
| TrueWealth Advisors, LLC | 54,217 | 48,001 | -6,216 (-11.5%) |
| Capital Investment Advisory Services, LLC | 181,460 | 168,535 | -12,925 (-7.1%) |
| AMERIPRISE FINANCIAL INC | 1,497,367 | 664,864 | -832,503 (-55.6%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 701,094 | 411,449 | -289,645 (-41.3%) |
| LPL Financial LLC | 1,291,772 | 1,006,366 | -285,406 (-22.1%) |
| Ameritas Advisory Services, LLC | 22,385 | 13,726 | -8,659 (-38.7%) |
| Second Line Capital, LLC | 17,805 | 15,805 | -2,000 (-11.2%) |
| StoneX Group Inc. | 15,286 | 10,145 | -5,141 (-33.6%) |
| WELLS FARGO & COMPANY/MN | 317,341 | 279,062 | -38,279 (-12.1%) |
| Cetera Investment Advisers | 335,569 | 308,842 | -26,727 (-8.0%) |
| Sigma Planning Corp | 49,552 | 44,304 | -5,248 (-10.6%) |
| Jaffetilchin Investment Partners, LLC | 41,133 | 39,274 | -1,859 (-4.5%) |
| Kestra Advisory Services, LLC | 121,337 | 116,858 | -4,479 (-3.7%) |
| UBS Group AG | 73,267 | 67,530 | -5,737 (-7.8%) |
| Concurrent Investment Advisors, LLC | 16,123 | 12,923 | -3,200 (-19.8%) |
| Prospera Financial Services Inc | 16,614 | 13,632 | -2,982 (-17.9%) |
| ENVESTNET ASSET MANAGEMENT INC | 42,588 | 38,057 | -4,531 (-10.6%) |
| Cornerstone Wealth Management, LLC | 57,884 | 56,694 | -1,190 (-2.1%) |
| &PARTNERS | 70,066 | 66,859 | -3,207 (-4.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| QP WEALTH MANAGEMENT, LLC | 11,616 | $170 |
| Icon Wealth Advisors, LLC | 8,042 | $129 |
| GPS Wealth Strategies Group, LLC | 3,012 | $48 |
| Sanctuary Advisors, LLC | 15,592 | $255 |
| Steward Partners Investment Advisory, LLC | 1,898 | $30 |
| NATIONAL BANK OF CANADA /FI/ | 1,543 | $25 |
| CoreCap Advisors, LLC | 800 | $13 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 807 | $13 |
| PRINCIPAL SECURITIES, INC. | 380 | $6 |
| BANK OF MONTREAL /CAN/ | 400 | $6 |
| HRT FINANCIAL LP | 18,681 | $0 |
| Smartleaf Asset Management LLC | 7 | $0 |