Ticker: IAPR CUSIP: 45782C367 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Signal Advisors Wealth, LLC | 50,905 | $1,570 |
| BIP Wealth, LLC | 91,640 | $2,826 |
| Vantage Point Financial LLC | 6,503 | $201 |
| Rothschild Wealth LLC | 12,514 | $386 |
| WealthPlan Investment Management, LLC | 12,541 | $387 |
| World Investment Advisors | 27,866 | $859 |
| Main Street Financial Solutions, LLC | 6,515 | $201 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 341 | $11 |
| Cape Investment Advisory, Inc. | 100 | $3 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| BCS Wealth Management | 26,158 | 52,226 | +26,068 (+99.7%) |
| Chris Bulman Inc | 58,021 | 59,599 | +1,578 (+2.7%) |
| OLD MISSION CAPITAL LLC | 6,698 | 43,577 | +36,879 (+550.6%) |
| Triad Wealth Partners, LLC | 37,571 | 44,103 | +6,532 (+17.4%) |
| Focus Partners Wealth | 14,401 | 95,395 | +80,994 (+562.4%) |
| FOUNDERS FINANCIAL SECURITIES LLC | 23,200 | 27,079 | +3,879 (+16.7%) |
| NewEdge Advisors, LLC | 144,277 | 152,207 | +7,930 (+5.5%) |
| LPL Financial LLC | 57,144 | 73,267 | +16,123 (+28.2%) |
| Straight Path Wealth Management | 14,539 | 14,920 | +381 (+2.6%) |
| Merit Financial Group, LLC | 17,501 | 20,120 | +2,619 (+15.0%) |
| AE Wealth Management LLC | 1,257 | 2,675 | +1,418 (+112.8%) |
| ENVESTNET ASSET MANAGEMENT INC | 58,600 | 59,757 | +1,157 (+2.0%) |
| Steward Partners Investment Advisory, LLC | 14,126 | 14,683 | +557 (+3.9%) |
| Atria Investments, Inc | 11,339 | 11,571 | +232 (+2.0%) |
| CWM, LLC | 57,669 | 60,910 | +3,241 (+5.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| CORRADO ADVISORS, LLC | 99,574 | 43,549 | -56,025 (-56.3%) |
| PFS Partners, LLC | 290,531 | 287,149 | -3,382 (-1.2%) |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | 59,567 | 58,147 | -1,420 (-2.4%) |
| Miracle Mile Advisors, LLC | 637,454 | 580,197 | -57,257 (-9.0%) |
| GILL CAPITAL PARTNERS, LLC | 36,842 | 35,136 | -1,706 (-4.6%) |
| Helium Advisors LLC | 7,327 | 6,584 | -743 (-10.1%) |
| Berger Financial Group, Inc | 51,703 | 43,626 | -8,077 (-15.6%) |
| WPWealth LLP | 56,951 | 55,180 | -1,771 (-3.1%) |
| Fragasso Group Inc. | 79,929 | 76,191 | -3,738 (-4.7%) |
| Tradition Wealth Management, LLC | 100,199 | 97,856 | -2,343 (-2.3%) |
| DHJJ Financial Advisors, Ltd. | 17,288 | 16,663 | -625 (-3.6%) |
| OSAIC HOLDINGS, INC. | 102,438 | 80,550 | -21,888 (-21.4%) |
| IFP Advisors, Inc | 40,246 | 36,675 | -3,571 (-8.9%) |
| Cetera Investment Advisers | 136,830 | 124,170 | -12,660 (-9.3%) |
| JPMORGAN CHASE & CO | 16,742 | 137 | -16,605 (-99.2%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,777 | 20,800 | -13,977 (-40.2%) |
| MAI Capital Management | 35,795 | 30,966 | -4,829 (-13.5%) |
| HARBOUR INVESTMENTS, INC. | 2,953 | 254 | -2,699 (-91.4%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 262,074 | 250,309 | -11,765 (-4.5%) |
| Farther Finance Advisors, LLC | 50,466 | 47,723 | -2,743 (-5.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| COMMONS CAPITAL, LLC | 11,159 | $336 |
| BLVD Private Wealth, LLC | 7,098 | $213 |
| Strategic Blueprint, LLC | 93,281 | $2,805 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 10,901 | $328 |
| Kovitz Investment Group Partners, LLC | 82,258 | $2,473 |
| GTS SECURITIES LLC | 11,247 | $338 |
| Kingsview Wealth Management, LLC | 8,359 | $251 |
| Financial Gravity Asset Management, Inc. | 1,144 | $34 |
| BANK OF AMERICA CORP /DE/ | 9,451 | $284 |
| Advisory Services Network, LLC | 2,366 | $71 |