Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| TABR Capital Management, LLC | 156,114 | $19,243 |
| Archer Investment Management, LLC | 30,897 | $3,808 |
| Oxford Wealth Group, LLC | 32,341 | $3,986 |
| ARVEST INVESTMENTS, INC. | 76,955 | $9,485 |
| Sovereign Investment Advisors, LLC | 42,316 | $5,216 |
| Hyundai Investments Co., Ltd. | 6,845 | $850 |
| SRS Capital Advisors, Inc. | 203,450 | $25,077 |
| XY Planning Network, Inc. | 24,142 | $2,976 |
| Integras Partners LLC | 3,729 | $460 |
| Fairman Group, LLC | 3,466 | $427 |
| Itau Unibanco Holding S.A. | 53,410 | $6,583 |
| M Holdings Securities, Inc. | 27,742 | $3 |
| Kingdom Financial Group LLC. | 4,058 | $500 |
| Kuhn & Co Investment Counsel | 2,055 | $253 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 128,691 | $15,862 |
| Guardian Financial Partners, LLC | 2,719 | $335 |
| Sequent Planning LLC | 3,810 | $470 |
| Basepoint Wealth LLC | 1,580 | $195 |
| McLean Asset Management Corp | 4,669 | $576 |
| Traveka Wealth, LLC | 2,239 | $276 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| TBH Global Asset Management, LLC | 2,779 | 42,741 | +39,962 (+1438.0%) |
| Tripletail Wealth Management, LLC | 12 | 24,070 | +24,058 (+200483.3%) |
| EQ LLC | 158,933 | 240,931 | +81,998 (+51.6%) |
| A4 Wealth Advisors LLC | 27,307 | 46,791 | +19,484 (+71.4%) |
| Cosner Financial Group, LLC | 71,569 | 75,574 | +4,005 (+5.6%) |
| SHERMAN PORFOLIOS, LLC | 104,108 | 155,206 | +51,098 (+49.1%) |
| Laird Norton Wetherby Trust Company, LLC | 163,647 | 275,934 | +112,287 (+68.6%) |
| INSTRUMENTAL WEALTH, LLC | 147,298 | 184,715 | +37,417 (+25.4%) |
| CROBAN | 41,953 | 70,984 | +29,031 (+69.2%) |
| Net Worth Advisory Group | 9,949 | 88,025 | +78,076 (+784.8%) |
| SOFI WEALTH, LLC | 1,905,256 | 2,104,088 | +198,832 (+10.4%) |
| May Hill Capital, LLC | 72,401 | 167,346 | +94,945 (+131.1%) |
| PACIFIC FINANCIAL GROUP INC | 95,081 | 102,978 | +7,897 (+8.3%) |
| B.O.S.S. Retirement Advisors, LLC | 23,767 | 56,567 | +32,800 (+138.0%) |
| SWMG, LLC | 174,486 | 199,018 | +24,532 (+14.1%) |
| Triad Wealth Partners, LLC | 210,875 | 270,105 | +59,230 (+28.1%) |
| Planned Solutions, Inc. | 112,685 | 127,788 | +15,103 (+13.4%) |
| Rothschild Wealth LLC | 133,463 | 145,691 | +12,228 (+9.2%) |
| Kilter Group LLC | 145,014 | 155,447 | +10,433 (+7.2%) |
| Sharkey, Howes & Javer | 327,477 | 352,604 | +25,127 (+7.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Florin Court Capital LLP | 91,100 | 28,400 | -62,700 (-68.8%) |
| Ascension Capital Advisors, Inc. | 66,440 | 3,279 | -63,161 (-95.1%) |
| Avid Wealth Partners LLC | 121,276 | 90,134 | -31,142 (-25.7%) |
| TME FINANCIAL, INC. | 43,816 | 25,723 | -18,093 (-41.3%) |
| Imprint Wealth LLC | 6,368 | 1,917 | -4,451 (-69.9%) |
| Apeiron RIA LLC | 108,898 | 76,838 | -32,060 (-29.4%) |
| FSC Wealth Advisors, LLC | 36,464 | 13,446 | -23,018 (-63.1%) |
| Stegner Investment Associates Inc. | 630,543 | 619,494 | -11,049 (-1.8%) |
| North Berkeley Wealth Management, LLC | 91,564 | 87,819 | -3,745 (-4.1%) |
| Financiere des Professionnels - Fonds d,investissement inc. | 260,000 | 29,600 | -230,400 (-88.6%) |
| Foundation Wealth Management, LLC | 353,823 | 336,363 | -17,460 (-4.9%) |
| Saxony Capital Management, LLC | 37,869 | 28,020 | -9,849 (-26.0%) |
| FINANCIAL LIFE ADVISORS | 370,887 | 355,656 | -15,231 (-4.1%) |
| Gallagher Capital Advisors, LLC | 168,300 | 160,301 | -7,999 (-4.8%) |
| Independent Solutions Wealth Management, LLC | 175,530 | 149,877 | -25,653 (-14.6%) |
| Lee-Kelleher Wealth Management | 94,045 | 86,836 | -7,209 (-7.7%) |
| Carl P. Sherr & Co., LLC | 138,622 | 130,478 | -8,144 (-5.9%) |
| Quantum Portfolio Management LLC | 59,648 | 29,733 | -29,915 (-50.2%) |
| Sage Investment Advisers LLC | 32,524 | 28,001 | -4,523 (-13.9%) |
| USA FINANCIAL FORMULAS | 547,462 | 524,309 | -23,153 (-4.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| WIN ADVISORS, INC | 74,321 | $8,972 |
| Elevation Capital Advisory, LLC | 79,198 | $9,561 |
| LGT Financial Advisors LLC | 11,363 | $1,372 |
| Vertex Planning Partners, LLC | 88,005 | $10,624 |
| Global View Capital Management LLC | 38,357 | $4,630 |
| ASHTON THOMAS SECURITIES, LLC | 53,534 | $6,463 |
| Mach-1 Financial Group, LLC | 33,521 | $4,047 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 11,534 | $1,392 |
| Risk Paradigm Group, LLC | 951 | $143,287 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2,908,525 | $351,117 |
| Hershey Financial Advisers, LLC | 4,051 | $489 |
| Visionary Horizons, LLC | 4,723 | $570 |
| BRIGHTON JONES LLC | 54,045 | $6,524 |
| William Mack & Associates, Inc. | 3,482 | $420 |
| Persium Advisors, LLC | 2,406 | $290 |
| Corundum Trust Company, INC | 800 | $97 |
| PFG Private Wealth Management, LLC | 3,161 | $382 |
| Custos Family Office, LLC | 2,140 | $258 |
| Ridgeline Wealth, LLC | 1,816 | $219 |
| SEVEN MILE ADVISORY | 6,464 | $780 |