Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 7,200 | $986 |
| SUMMIT WEALTH GROUP LLC / CO | 23,280 | $3,188 |
| William Allan Corp | 4,175 | $572 |
| BCS Wealth Management | 16,184 | $2,216 |
| FLP Wealth Management, LLC | 13,694 | $135 |
| Cadent Capital Advisors, LLC | 7,972 | $1,092 |
| Jacksonville Wealth Management, LLC | 2,494 | $342 |
| United Advisor Group, LLC | 11,987 | $1,642 |
| Heritage Family Offices, LLP | 2,398 | $328 |
| VICTORY FINANCIAL GROUP, LLC | 7,249 | $993 |
| Runnymede Capital Advisors, Inc. | 1,660 | $227 |
| TME FINANCIAL, INC. | 1,461 | $200 |
| Linden Thomas Advisory Services, LLC | 7,965 | $1,091 |
| Advisor Resource Council | 1,668 | $227 |
| Sterling Investment Counsel, LLC | 2,696 | $369 |
| Thoma Capital Management LLC | 1,463 | $200 |
| ANB BANK | 1,959 | $268 |
| New England Professional Planning Group Inc. | 1,778 | $243 |
| Basepoint Wealth LLC | 1,212 | $166 |
| LCNB CORP | 2,060 | $282 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| American Family Investments, Inc. | 502,798 | 561,707 | +58,909 (+11.7%) |
| Washington Trust Bank | 16,013 | 165,647 | +149,634 (+934.5%) |
| Corundum Group, Inc. | 54,033 | 68,587 | +14,554 (+26.9%) |
| GenWealth Group, Inc. | 184,910 | 202,807 | +17,897 (+9.7%) |
| First Command Advisory Services, Inc. | 3,554,538 | 3,839,481 | +284,943 (+8.0%) |
| Financial Advisory Corp | 741,438 | 752,605 | +11,167 (+1.5%) |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 475,310 | 501,435 | +26,125 (+5.5%) |
| CULLEN/FROST BANKERS, INC. | 1,194,862 | 1,439,846 | +244,984 (+20.5%) |
| FIRST CITIZENS BANK & TRUST CO | 1,697,745 | 1,745,634 | +47,889 (+2.8%) |
| Processus Wealth & Capital Management, LLC | 31,460 | 33,687 | +2,227 (+7.1%) |
| Cassaday & Co Wealth Management LLC | 2,118,203 | 2,143,075 | +24,872 (+1.2%) |
| SOUTHERN CAPITAL ADVISORS, LLC | 87,283 | 89,262 | +1,979 (+2.3%) |
| LWM ADVISORS INC | 31,898 | 32,816 | +918 (+2.9%) |
| Widmann Financial Services, Inc. | 31,916 | 33,396 | +1,480 (+4.6%) |
| First Citizens Asset Management, Inc. | 97,372 | 98,886 | +1,514 (+1.6%) |
| FIRST CITIZENS INVESTOR SERVICES, INC. | 88,640 | 89,930 | +1,290 (+1.5%) |
| Mainsail Financial Group, LLC | 49,250 | 50,416 | +1,166 (+2.4%) |
| Mechanics Bank Trust Department | 135,359 | 139,533 | +4,174 (+3.1%) |
| Kingdom Financial Group LLC. | 8,603 | 22,307 | +13,704 (+159.3%) |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 1,895,296 | 1,993,095 | +97,799 (+5.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Integrated Investment Consultants, LLC | 331,728 | 180,699 | -151,029 (-45.5%) |
| Pacific Life Fund Advisors LLC | 701,989 | 652,479 | -49,510 (-7.1%) |
| ELLERSON GROUP INC /ADV | 21,406 | 5,814 | -15,592 (-72.8%) |
| Jacobi Capital Management LLC | 207,892 | 65,109 | -142,783 (-68.7%) |
| INNEALTA CAPITAL, LLC | 27,823 | 17,618 | -10,205 (-36.7%) |
| Financial Partners Group, Inc | 135,561 | 116,259 | -19,302 (-14.2%) |
| PETRA FINANCIAL ADVISORS INC | 72,659 | 70,751 | -1,908 (-2.6%) |
| Prosperity Wealth Management, Inc. | 25,574 | 6,589 | -18,985 (-74.2%) |
| SAXON INTERESTS, INC. | 24,783 | 11,243 | -13,540 (-54.6%) |
| RTD Financial Advisors, Inc. | 208,332 | 204,802 | -3,530 (-1.7%) |
| Powell Investment Advisors, LLC | 52,518 | 51,636 | -882 (-1.7%) |
| FLAGSTAR ADVISORS INC | 13,157 | 2,615 | -10,542 (-80.1%) |
| Accredited Investors Inc. | 200,795 | 187,039 | -13,756 (-6.9%) |
| May Barnhard Investments LLC | 36,701 | 36,016 | -685 (-1.9%) |
| Saiph Capital, LLC | 38,073 | 36,573 | -1,500 (-3.9%) |
| JPL Wealth Management, LLC | 27,424 | 21,390 | -6,034 (-22.0%) |
| Clarion Wealth Managment Partners, LLC | 12,385 | 11,782 | -603 (-4.9%) |
| Olistico Wealth, LLC | 8,841 | 5,958 | -2,883 (-32.6%) |
| Element Wealth, LLC | 23,686 | 22,641 | -1,045 (-4.4%) |
| GLOBALT Investments LLC / GA | 383,970 | 380,024 | -3,946 (-1.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Strategic Equity Management | 98,034 | $13,961 |
| MONEYWISE, INC. | 51,335 | $7,311 |
| Systelligence, LLC | 79,803 | $11,365 |
| Wall Capital Group, Inc. | 7,468 | $780 |
| Midwest Professional Planners, LTD. | 22,412 | $3,192 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 18,000 | $2,563 |
| TBH Global Asset Management, LLC | 13,425 | $1,912 |
| Strata Wealth Advisors, LLC | 9,033 | $1,286 |
| My Personal CFO, LLC | 5,017 | $714 |
| Virtue Capital Management, LLC | 14,350 | $1,406 |
| GUIDANCE CAPITAL, INC | 5,227 | $753 |
| Strategic Financial Concepts, LLC | 5,601 | $798 |
| Winthrop Partners - WNY, LLC | 586 | $82,831 |
| Magnolia Private Wealth, LLC | 1,639 | $233 |
| LGT Financial Advisors LLC | 458 | $65 |
| VISTA INVESTMENT PARTNERS II, LLC | 2,389 | $340 |
| BAM Wealth Management, LLC | 1,426 | $203 |
| 17 CAPITAL PARTNERS, LLC | 1,790 | $255 |
| Kovitz Investment Group Partners, LLC | 86,808 | $12,362 |
| Total Wealth Planning, LLC | 3,608 | $514 |