Ticker: IJK CUSIP: 464287606 Class: S&P MC 400GR ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Cordatus Wealth Management LLC | 58,897 | $5,706 |
| Hyundai Investments Co., Ltd. | 7,461 | $731 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 11,001 | $1,066 |
| SRS Capital Advisors, Inc. | 190,162 | $18,423 |
| GENESIS PRIVATE WEALTH, LLC | 15,632 | $1,514 |
| SUMMIT WEALTH GROUP LLC / CO | 27,618 | $2,676 |
| Wagner Wealth Management, LLC | 8,264 | $801 |
| FSA Advisors, Inc. | 2,140 | $207 |
| DSG Capital Advisors, LLC | 7,852 | $814 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | 3,050 | $295 |
| Rothschild Wealth LLC | 4,452 | $431 |
| PETTYJOHN, WOOD & WHITE, INC | 3,651 | $354 |
| Greenspring Advisors, LLC | 6,046 | $586 |
| FIRST NATIONAL BANK OF OMAHA | 11,997 | $1,175 |
| CWS Financial Advisors, LLC | 2,071 | $201 |
| Basepoint Wealth LLC | 922 | $89 |
| INSIGNEO ADVISORY SERVICES, LLC | 6,440 | $624 |
| KLCM Advisors, Inc. | 5,104 | $494 |
| Laird Norton Wetherby Trust Company, LLC | 10,941 | $1,060 |
| Harvest Investment Services, LLC | 2,065 | $200 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Moment Partners, LLC | 370,341 | 380,677 | +10,336 (+2.8%) |
| Hudson Capital Management LLC | 188,098 | 193,470 | +5,372 (+2.9%) |
| Sterling Financial Planning, Inc. | 180,213 | 183,811 | +3,598 (+2.0%) |
| Net Worth Advisory Group | 5,362 | 43,432 | +38,070 (+710.0%) |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 27,171 | 27,663 | +492 (+1.8%) |
| AlphaCore Capital LLC | 496 | 222,320 | +221,824 (+44722.6%) |
| Axis Wealth Partners, LLC | 17,437 | 20,926 | +3,489 (+20.0%) |
| Independence Financial Advisors, LLC | 63,635 | 65,970 | +2,335 (+3.7%) |
| Horizon Family Wealth, Inc. | 25,197 | 26,886 | +1,689 (+6.7%) |
| Maltin Wealth Management, Inc. | 34,480 | 36,416 | +1,936 (+5.6%) |
| Trail Ridge Investment Advisors, LLC | 37,246 | 38,620 | +1,374 (+3.7%) |
| Whitaker-Myers Wealth Managers, LTD. | 23,927 | 30,750 | +6,823 (+28.5%) |
| Triangle Securities Wealth Management | 32,863 | 37,661 | +4,798 (+14.6%) |
| POM Investment Strategies, LLC | 21,511 | 22,714 | +1,203 (+5.6%) |
| Transcendent Capital Group LLC | 37,787 | 38,363 | +576 (+1.5%) |
| COURIER CAPITAL LLC | 280,629 | 284,869 | +4,240 (+1.5%) |
| DDFG, Inc | 74,895 | 75,948 | +1,053 (+1.4%) |
| Arkadios Wealth Advisors | 7,583 | 61,362 | +53,779 (+709.2%) |
| Fairscale Capital, LLC | 8,725 | 9,981 | +1,256 (+14.4%) |
| Berman McAleer LLC | 49,771 | 54,251 | +4,480 (+9.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Willis Johnson & Associates, Inc. | 559,755 | 475,080 | -84,675 (-15.1%) |
| MIDLAND WEALTH ADVISORS LLC | 489,566 | 447,554 | -42,012 (-8.6%) |
| Idaho Trust Bank | 62,739 | 51,660 | -11,079 (-17.7%) |
| LTG Capital LLC | 37,978 | 36,837 | -1,141 (-3.0%) |
| INSPIRION WEALTH ADVISORS, LLC | 244,174 | 241,481 | -2,693 (-1.1%) |
| First Citizens Financial Corp | 74,523 | 73,549 | -974 (-1.3%) |
| OneAscent Family Office, LLC | 10,861 | 5,753 | -5,108 (-47.0%) |
| PACIFIC FINANCIAL GROUP INC | 28,452 | 27,725 | -727 (-2.6%) |
| 1834 INVESTMENT ADVISORS CO | 157,952 | 153,648 | -4,304 (-2.7%) |
| M1 Capital Management LLC | 36,986 | 35,212 | -1,774 (-4.8%) |
| BRYN MAWR TRUST Co | 438,557 | 399,976 | -38,581 (-8.8%) |
| SOA Wealth Advisors, LLC. | 84,586 | 80,388 | -4,198 (-5.0%) |
| Blue Edge Capital, LLC | 99,728 | 95,701 | -4,027 (-4.0%) |
| Capital Advisors, Ltd. LLC | 215,172 | 212,003 | -3,169 (-1.5%) |
| Joel Isaacson & Co., LLC | 508,196 | 501,866 | -6,330 (-1.2%) |
| Salomon & Ludwin, LLC | 185,177 | 181,306 | -3,871 (-2.1%) |
| Integrated Wealth Concepts LLC | 160,797 | 2,094 | -158,703 (-98.7%) |
| RENASANT BANK | 10,578 | 8,393 | -2,185 (-20.7%) |
| Neumann Capital Management, LLC | 45,295 | 44,245 | -1,050 (-2.3%) |
| Foundation Wealth Management, LLC | 23,062 | 22,699 | -363 (-1.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| MARQUETTE ASSOCIATES, INC. | 7,709 | $739 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 18,234 | $1,748 |
| Risk Paradigm Group, LLC | 658 | $125,829 |
| Future Fund LLC | 15,914 | $1,526 |
| Hershey Financial Advisers, LLC | 6,290 | $603 |
| PERRITT CAPITAL MANAGEMENT INC | 4,442 | $426 |
| Rede Wealth, LLC | 2,638 | $253 |
| Vertex Planning Partners, LLC | 4,272 | $410 |
| Total Wealth Planning, LLC | 4,134 | $396 |
| Paragon Private Wealth Management, LLC | 2,592 | $249 |
| KMG FIDUCIARY PARTNERS, LLC | 8,855 | $849 |
| FC Advisory LLC | 2,196 | $211 |
| IBEX WEALTH ADVISORS | 5,721 | $549 |
| BRIGHTON JONES LLC | 12,105 | $1,161 |
| Main Street Group, LTD | 1,244 | $119 |
| Kovitz Investment Group Partners, LLC | 33,735 | $3,235 |
| FSM Wealth Advisors, LLC | 2,424 | $232 |
| Evergreen Private Wealth LLC | 967 | $93 |
| VestGen Advisors, LLC | 5,757 | $552 |
| Rockbridge Investment Management, LCC | 2,336 | $224 |