Ticker: BSCV CUSIP: 46138J429 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| KIRR MARBACH & CO LLC /IN/ | 466,959 | $7,796 |
| LeClair Wealth Partners LLC | 143,741 | $2,400 |
| Legacy Financial Group LLC | 550,382 | $9,169 |
| TruWealth Advisors, LLC | 1,277,144 | $21,322 |
| CONTINUUM WEALTH ADVISORS, LLC | 56,409 | $942 |
| Wingate Wealth Advisors, Inc. | 17,605 | $294 |
| HOWARD WEALTH MANAGEMENT, LLC | 20,510 | $342 |
| Legacy Wealth Management, LLC / MS | 22,205 | $371 |
| Golden Reserve Retirement LLC | 27,545 | $460 |
| XY Planning Network, Inc. | 19,317 | $323 |
| RPg Family Wealth Advisory, LLC | 15,000 | $250 |
| SILVERLAKE WEALTH MANAGEMENT LLC | 11,997 | $200 |
| WORLD EQUITY GROUP, INC. | 10,523 | $176 |
| Rothschild Wealth LLC | 18,484 | $309 |
| Capital Investment Advisory Services, LLC | 27,000 | $451 |
| Accurate Wealth Management, LLC | 14,485 | $242 |
| Diversified Portfolios, Inc. | 16,445 | $275 |
| Aprio Wealth Management, LLC | 11,657 | $195 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 12,092 | $202 |
| Laurel Wealth Advisors LLC | 3,000 | $50 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Horizons Wealth Management | 94,803 | 216,296 | +121,493 (+128.2%) |
| Ledgewood Wealth Advisors, LLC | 134,671 | 226,352 | +91,681 (+68.1%) |
| Goepper Burkhardt LLC | 400,300 | 495,453 | +95,153 (+23.8%) |
| Infinity Wealth Counsel, LLC | 153,010 | 186,315 | +33,305 (+21.8%) |
| Headland Capital, LLC | 1,097,388 | 1,149,206 | +51,818 (+4.7%) |
| Hills Bank & Trust Co | 1,981,503 | 2,389,461 | +407,958 (+20.6%) |
| Carmel Capital Partners, LLC | 275,214 | 363,932 | +88,718 (+32.2%) |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,120,331 | 2,196,639 | +76,308 (+3.6%) |
| CENTRAL VALLEY ADVISORS, LLC | 527,205 | 557,146 | +29,941 (+5.7%) |
| Capital Investment Counsel, LLC | 1,248,132 | 1,286,283 | +38,151 (+3.1%) |
| Farnam Financial LLC | 159,730 | 179,275 | +19,545 (+12.2%) |
| BCS Wealth Management | 286,406 | 620,872 | +334,466 (+116.8%) |
| Wilkins Miller Wealth Management, LLC | 152,978 | 176,242 | +23,264 (+15.2%) |
| MONECO Advisors, LLC | 1,257,278 | 1,367,029 | +109,751 (+8.7%) |
| Clark Asset Management, LLC | 623,103 | 769,745 | +146,642 (+23.5%) |
| MORTON COMMUNITY BANK | 126,660 | 231,484 | +104,824 (+82.8%) |
| HUB Investment Partners, LLC | 125,208 | 996,015 | +870,807 (+695.5%) |
| Opulen Financial Group LLC | 161,674 | 167,474 | +5,800 (+3.6%) |
| AMJ Financial Wealth Management | 612,656 | 619,816 | +7,160 (+1.2%) |
| Aptus Capital Advisors, LLC | 9,912,068 | 10,453,481 | +541,413 (+5.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| AA Financial Advisors, LLC | 491,976 | 407,002 | -84,974 (-17.3%) |
| Motley Fool Wealth Management, LLC | 987,061 | 867,326 | -119,735 (-12.1%) |
| Quartz Partners, LLC | 30,974 | 27,942 | -3,032 (-9.8%) |
| VestGen Advisors, LLC | 52,385 | 32,687 | -19,698 (-37.6%) |
| COMERICA BANK | 35,177 | 9,051 | -26,126 (-74.3%) |
| Compound Planning, Inc. | 17,010 | 12,689 | -4,321 (-25.4%) |
| HARBOUR INVESTMENTS, INC. | 17,115 | 13,116 | -3,999 (-23.4%) |
| EASTERN BANK | 7,887 | 4,962 | -2,925 (-37.1%) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2,629 | 25 | -2,604 (-99.0%) |
| AE Wealth Management LLC | 1,158 | 274 | -884 (-76.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| TLWM | 63,041 | $1,052 |
| OBSIDIAN CIO, LLC | 20,130 | $336 |
| FLOW TRADERS U.S. LLC | 186,487 | $3 |
| JANE STREET GROUP, LLC | 237,324 | $3,959 |
| Advisory Services Network, LLC | 5,544 | $92 |
| EP Wealth Advisors, LLC | 6,233 | $103 |
| True Wealth Design, LLC | 228 | $4 |
| SouthState Corp | 50 | $1 |