Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Hackensack Meridian Health, Inc. | 337,000 | $159,502 |
| Osbon Capital Management LLC | 19,033 | $9,008 |
| Wall Capital Group, Inc. | 13,747 | $6,507 |
| AdvisorShares Investments LLC | 34,636 | $16,393 |
| Warner Group LLC | 7,015 | $3,320 |
| PERSONAL CFO SOLUTIONS, LLC | 18,329 | $8,675 |
| WEDGEWOOD PARTNERS INC | 12,019 | $5,689 |
| Vericrest Private Wealth | 2,364 | $1,119 |
| Urban Wealth Management, LLC | 1,841 | $871 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 2,500 | $1,183 |
| Westwood Wealth Management | 1,867 | $884 |
| Dougherty Wealth Advisers LLC | 1,750 | $828 |
| Laird Norton Wetherby Trust Company, LLC | 17,432 | $8,251 |
| TCW GROUP INC | 62,304 | $29,488 |
| Latko Wealth Management, Ltd. | 1,191 | $564 |
| Kesler, Norman & Wride, LLC | 2,932 | $1,388 |
| Clarity Capital Advisors, LLC | 1,013 | $480 |
| Northstar Financial Companies, Inc. | 606 | $287 |
| CAPITAL PERFORMANCE ADVISORS LLP | 3,899 | $1,845 |
| Nicholas Wealth, LLC. | 559 | $265 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Tandem Financial, LLC | 10,104 | 18,588 | +8,484 (+84.0%) |
| Clearstead Trust, LLC | 1,856 | 48,196 | +46,340 (+2496.8%) |
| Dynasty Wealth Management, LLC | 35,495 | 657,578 | +622,083 (+1752.6%) |
| TOWNSQUARE CAPITAL LLC | 18,568 | 37,430 | +18,862 (+101.6%) |
| Ehrenkranz Partners L.P. | 6,821 | 9,541 | +2,720 (+39.9%) |
| INVESTED ADVISORS | 3,174 | 6,665 | +3,491 (+110.0%) |
| Circle Wealth Management, LLC | 1,287,223 | 1,363,473 | +76,250 (+5.9%) |
| Nvest Financial, LLC | 29,064 | 40,134 | +11,070 (+38.1%) |
| Corundum Group, Inc. | 64,778 | 76,132 | +11,354 (+17.5%) |
| GFG Capital, LLC | 1,177 | 12,511 | +11,334 (+963.0%) |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 87,161 | 99,302 | +12,141 (+13.9%) |
| Lebenthal Global Advisors, LLC | 26,950 | 40,305 | +13,355 (+49.6%) |
| AMI ASSET MANAGEMENT CORP | 11,186 | 71,879 | +60,693 (+542.6%) |
| J.Safra Asset Management Corp | 366,955 | 383,813 | +16,858 (+4.6%) |
| GENESIS PRIVATE WEALTH, LLC | 32,033 | 34,312 | +2,279 (+7.1%) |
| QUEST INVESTMENT MANAGEMENT LLC | 20,787 | 41,148 | +20,361 (+98.0%) |
| Americana Partners, LLC | 126,798 | 183,774 | +56,976 (+44.9%) |
| Ballast, Inc. | 24,960 | 29,206 | +4,246 (+17.0%) |
| POLEN CAPITAL MANAGEMENT LLC | 227,851 | 776,086 | +548,235 (+240.6%) |
| STEVENS CAPITAL PARTNERS | 24,564 | 28,695 | +4,131 (+16.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Cordatus Wealth Management LLC | 85,350 | 13,059 | -72,291 (-84.7%) |
| Ryan Investment Management, Inc. | 66,406 | 48,216 | -18,190 (-27.4%) |
| Capital Advisors, Ltd. LLC | 146,073 | 42,891 | -103,182 (-70.6%) |
| SMI Advisory Services, LLC | 37,966 | 2,361 | -35,605 (-93.8%) |
| Flaharty Asset Management, LLC | 112,180 | 67,988 | -44,192 (-39.4%) |
| Newbrook Capital Advisors LP | 65,961 | 25,172 | -40,789 (-61.8%) |
| Financial Services Advisory Inc | 36,317 | 23,960 | -12,357 (-34.0%) |
| Integrated Investment Consultants, LLC | 111,406 | 76,646 | -34,760 (-31.2%) |
| Ball & Co Wealth Management Inc. | 77,081 | 68,372 | -8,709 (-11.3%) |
| BTG Pactual Asset Management US LLC | 205,824 | 178,572 | -27,252 (-13.2%) |
| Quantum Portfolio Management LLC | 20,681 | 10,386 | -10,295 (-49.8%) |
| TPG Financial Advisors, LLC | 17,984 | 12,295 | -5,689 (-31.6%) |
| Paulson Wealth Management Inc. | 141,547 | 133,967 | -7,580 (-5.4%) |
| Beirne Wealth Consulting Services, LLC | 26,468 | 17,785 | -8,683 (-32.8%) |
| Stairway Partners, LLC | 423,606 | 395,667 | -27,939 (-6.6%) |
| Curtis Advisory Group, LLC | 50,598 | 44,277 | -6,321 (-12.5%) |
| Total Wealth Planning, LLC | 32,115 | 1,055 | -31,060 (-96.7%) |
| Saiph Capital, LLC | 75,930 | 71,837 | -4,093 (-5.4%) |
| SAXON INTERESTS, INC. | 23,432 | 20,230 | -3,202 (-13.7%) |
| LIFE LINE WEALTH MANAGEMENT LLC | 101,835 | 98,272 | -3,563 (-3.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| My Personal CFO, LLC | 13,155 | $6,162 |
| Consolidated Portfolio Review Corp | 36,916 | $17,316 |
| BEAM WEALTH ADVISORS, INC. | 10,246 | $4,799 |
| BRIGHTON JONES LLC | 82,073 | $38,444 |
| ASHTON THOMAS SECURITIES, LLC | 14,312 | $6,704 |
| WIN ADVISORS, INC | 4,490 | $2,103 |
| RFP Financial Group LLC | 4,135 | $1,660 |
| Q3 Asset Management | 5,230 | $2 |
| SEVEN MILE ADVISORY | 6,052 | $2,835 |
| Blue Barn Wealth, LLC | 1,939 | $908 |
| Colony Family Offices, LLC | 3,745 | $1,754 |
| Northwest Financial Advisors | 607 | $284 |
| PALLADIEM, LLC | 1,412 | $376 |
| Rede Wealth, LLC | 1,270 | $595 |
| TBH Global Asset Management, LLC | 3,519 | $1,648 |
| Everest Management Corp. | 1,117 | $523 |
| WINNOW WEALTH LLC | 721 | $338 |
| Future Fund LLC | 1,102 | $516 |
| Prospera Capital Management, LLC | 772 | $362 |
| Winthrop Partners - WNY, LLC | 500 | $79,815 |