Ticker: IGM CUSIP: 464287549 Class: EXPND TEC SC ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Spruce Point Capital Management, LLC | 15,200 | $1,963 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 8,654 | $1,118 |
| GatePass Capital, LLC | 4,440 | $573 |
| Financial Management Professionals, Inc. | 18,181 | $2,348 |
| Osprey Private Wealth LLC | 4,102 | $530 |
| GRIMES & COMPANY, INC. | 16,295 | $2,105 |
| One Charles Private Wealth Services, LLC | 1,747 | $226 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 351 | $45 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13,277 | $1,715 |
| Navalign, LLC | 534 | $69 |
| U.S. Capital Wealth Advisors, LLC | 2,820 | $364 |
| KCM INVESTMENT ADVISORS LLC | 1,680 | $217 |
| NewEdge Wealth, LLC | 2,514 | $325 |
| Nemes Rush Group LLC | 514 | $66 |
| TUCKER ASSET MANAGEMENT LLC | 213 | $28 |
| CITADEL ADVISORS LLC | 14,237 | $1,839 |
| Clearstead Trust, LLC | 300 | $39 |
| SRS Capital Advisors, Inc. | 1,170 | $151 |
| REGIONS FINANCIAL CORP | 2,301 | $297 |
| Savant Capital, LLC | 1,556 | $201 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Northstar Advisory Group, LLC | 12,823 | 54,756 | +41,933 (+327.0%) |
| Dynamic Wealth Strategies, LLC | 94,832 | 99,109 | +4,277 (+4.5%) |
| Wallace Hart LLC | 3,033 | 14,415 | +11,382 (+375.3%) |
| Integrity Investment Advisors, LLC | 54,433 | 56,020 | +1,587 (+2.9%) |
| Prostatis Group LLC | 79,708 | 85,074 | +5,366 (+6.7%) |
| Portfolio Strategies, Inc. | 346,713 | 351,199 | +4,486 (+1.3%) |
| White Lighthouse Investment Management Inc. | 102,735 | 113,956 | +11,221 (+10.9%) |
| Houlihan Financial Resource Group, Ltd. | 7,723 | 17,402 | +9,679 (+125.3%) |
| Comprehensive Financial Planning, Inc./PA | 11,410 | 14,536 | +3,126 (+27.4%) |
| Financial Freedom, LLC | 25,931 | 26,892 | +961 (+3.7%) |
| KANE INVESTMENT MANAGEMENT, INC. | 2,730 | 6,455 | +3,725 (+136.4%) |
| Copia Wealth Management | 12,084 | 12,791 | +707 (+5.9%) |
| Grandview Asset Management LLC | 2,928 | 7,230 | +4,302 (+146.9%) |
| Lido Advisors, LLC | 6,874 | 235,458 | +228,584 (+3325.3%) |
| Global Trust Asset Management, LLC | 1,500 | 3,477 | +1,977 (+131.8%) |
| Cypress Wealth Services, LLC | 7,568 | 10,016 | +2,448 (+32.3%) |
| JPMORGAN CHASE & CO | 930,541 | 2,548,418 | +1,617,877 (+173.9%) |
| Accurate Wealth Management, LLC | 4,997 | 6,994 | +1,997 (+40.0%) |
| Marshall & Sterling Wealth Advisors Inc. | 630 | 1,104 | +474 (+75.2%) |
| KENNEDY INVESTMENT GROUP | 6,688 | 7,170 | +482 (+7.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| WestEnd Advisors, LLC | 1,784,481 | 823,694 | -960,787 (-53.8%) |
| Legacy Financial Strategies, LLC | 300,446 | 254,895 | -45,551 (-15.2%) |
| Mathes Company, Inc. | 140,424 | 123,315 | -17,109 (-12.2%) |
| Shira Ridge Wealth Management | 97,138 | 90,129 | -7,009 (-7.2%) |
| Journey Beyond Wealth, LLC | 30,746 | 27,259 | -3,487 (-11.3%) |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 33,773 | 29,198 | -4,575 (-13.5%) |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,869,016 | 1,847,675 | -21,341 (-1.1%) |
| WESPAC Advisors, LLC | 10,906 | 2,597 | -8,309 (-76.2%) |
| KKM Financial LLC | 46,065 | 42,967 | -3,098 (-6.7%) |
| Campion Asset Management | 33,512 | 33,173 | -339 (-1.0%) |
| ACIMA PRIVATE WEALTH, LLC | 53,400 | 51,240 | -2,160 (-4.0%) |
| Phillips Wealth Planners LLC | 6,837 | 3,201 | -3,636 (-53.2%) |
| HARMONY ASSET MANAGEMENT LLC | 16,028 | 9,078 | -6,950 (-43.4%) |
| Trilogy Capital Inc. | 98,124 | 50,082 | -48,042 (-49.0%) |
| WealthBridge Capital Management, LLC | 69,165 | 67,525 | -1,640 (-2.4%) |
| BXM Wealth LLC | 19,322 | 19,097 | -225 (-1.2%) |
| Equitable Holdings, Inc. | 1,663,610 | 1,611,297 | -52,313 (-3.1%) |
| TRUIST FINANCIAL CORP | 2,016,040 | 1,025,328 | -990,712 (-49.1%) |
| Paragon Advisors, LLC | 41,417 | 38,584 | -2,833 (-6.8%) |
| Janney Montgomery Scott LLC | 1,914,312 | 1,035,830 | -878,482 (-45.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| MOULTON WEALTH MANAGEMENT, INC | 22,489 | $2,832 |
| SteelPeak Wealth, LLC | 204,668 | $25,778 |
| EVERPAR ADVISORS LLC | 4,462 | $562 |
| ASHTON THOMAS SECURITIES, LLC | 6,462 | $814 |
| Tower Research Capital LLC (TRC) | 19,347 | $2,437 |
| Kovitz Investment Group Partners, LLC | 58,441 | $7,361 |
| TFB Advisors LLC | 1,741 | $220 |
| Nilsine Partners, LLC | 3,390 | $427 |
| Consolidated Portfolio Review Corp | 2,837 | $357 |
| J.W. COLE ADVISORS, INC. | 7,134 | $898 |
| Magnus Financial Group LLC | 2,091 | $263 |
| Glassy Mountain Advisors, Inc. | 528 | $67 |
| PARK AVENUE SECURITIES LLC | 27,893 | $4 |
| Ausdal Financial Partners, Inc. | 2,072 | $261 |
| TruNorth Capital Management, LLC | 564 | $71 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 34,404 | $4,333 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 2,062 | $260 |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 300 | $38 |
| Arlington Trust Co LLC | 600 | $76 |
| LGT Financial Advisors LLC | 38 | $5 |