Ticker: XMVM CUSIP: 46137V456 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Solutions 4 Wealth, Ltd | 5,268 | $338 |
| PACIFIC SUN FINANCIAL CORP | 6,353 | $408 |
| Sarver Vrooman Wealth Advisors | 980 | $63 |
| CreativeOne Wealth, LLC | 3,898 | $250 |
| RFG Advisory, LLC | 3,628 | $233 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,191 | $76 |
| TWO SIGMA INVESTMENTS, LP | 5,700 | $366 |
| Kestra Advisory Services, LLC | 2,083 | $134 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,147 | $202 |
| IFP Advisors, Inc | 671 | $43 |
| Thrivent Financial for Lutherans | 45,320 | $3 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 65 | $4 |
| Sound Income Strategies, LLC | 86 | $6 |
| FLAGSHIP HARBOR ADVISORS, LLC | 65 | $4 |
| JPMORGAN CHASE & CO | 53 | $3 |
| Betterment LLC | 6,360 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| ROMAN BUTLER FULLERTON & CO | 10,973 | 20,429 | +9,456 (+86.2%) |
| GUIDANCE CAPITAL, INC | 36,998 | 39,089 | +2,091 (+5.7%) |
| BANK OF AMERICA CORP /DE/ | 261,019 | 559,971 | +298,952 (+114.5%) |
| Equitable Holdings, Inc. | 7,698 | 21,318 | +13,620 (+176.9%) |
| OSAIC HOLDINGS, INC. | 37,516 | 76,292 | +38,776 (+103.4%) |
| Cetera Investment Advisers | 26,158 | 64,763 | +38,605 (+147.6%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 129,761 | 148,670 | +18,909 (+14.6%) |
| LPL Financial LLC | 544,604 | 562,745 | +18,141 (+3.3%) |
| MML INVESTORS SERVICES, LLC | 58,553 | 64,727 | +6,174 (+10.5%) |
| JONES FINANCIAL COMPANIES LLLP | 8,678 | 16,442 | +7,764 (+89.5%) |
| ROYAL BANK OF CANADA | 74,235 | 79,297 | +5,062 (+6.8%) |
| ENVESTNET ASSET MANAGEMENT INC | 66,547 | 68,588 | +2,041 (+3.1%) |
| WELLS FARGO & COMPANY/MN | 23,976 | 25,981 | +2,005 (+8.4%) |
| Geneos Wealth Management Inc. | 496 | 1,106 | +610 (+123.0%) |
| Ausdal Financial Partners, Inc. | 9,819 | 10,101 | +282 (+2.9%) |
| PRIVATE TRUST CO NA | 474 | 694 | +220 (+46.4%) |
| Sigma Planning Corp | 7,157 | 7,423 | +266 (+3.7%) |
| Waverly Advisors, LLC | 8,158 | 8,292 | +134 (+1.6%) |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 5,289 | 5,358 | +69 (+1.3%) |
| Cambridge Investment Research Advisors, Inc. | 25,104 | 31,952 | +6,848 (+27.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Whitaker-Myers Wealth Managers, LTD. | 227,815 | 213,510 | -14,305 (-6.3%) |
| Avior Wealth Management, LLC | 515,564 | 507,916 | -7,648 (-1.5%) |
| Golden State Wealth Management, LLC | 8,331 | 5,922 | -2,409 (-28.9%) |
| Breakwater Capital Group | 18,857 | 17,622 | -1,235 (-6.5%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 110,164 | 67,146 | -43,018 (-39.0%) |
| MORGAN STANLEY | 207,990 | 177,803 | -30,187 (-14.5%) |
| CAPTRUST FINANCIAL ADVISORS | 63,522 | 58,365 | -5,157 (-8.1%) |
| Institute for Wealth Management, LLC. | 9,878 | 9,380 | -498 (-5.0%) |
| MONEY CONCEPTS CAPITAL CORP | 31,990 | 31,507 | -483 (-1.5%) |
| CITIGROUP INC | 39,822 | 39,177 | -645 (-1.6%) |
| Cornerstone Wealth Management, LLC | 7,013 | 6,794 | -219 (-3.1%) |
| Mariner, LLC | 19,969 | 19,573 | -396 (-2.0%) |
| WESCAP Management Group, Inc. | 5,018 | 4,955 | -63 (-1.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| GPS Wealth Strategies Group, LLC | 2,226 | $137 |
| Ameritas Advisory Services, LLC | 1,586 | $98 |
| BNP PARIBAS ARBITRAGE, SA | 10,000 | $616 |
| UBS Group AG | 864 | $53 |
| Advisory Services Network, LLC | 101 | $6 |
| Ronald Blue Trust, Inc. | 25 | $2 |