Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Strategic Equity Management | 41,177 | $13,300 |
| MONEYWISE, INC. | 21,545 | $6,959 |
| Midwest Professional Planners, LTD. | 10,143 | $3,276 |
| Curated Wealth Partners LLC | 20,826 | $6,727 |
| Summit Creek Advisors LLC | 14,242 | $4,600 |
| OAK RIDGE INVESTMENTS LLC | 24,820 | $8,017 |
| Nicholas Investment Partners, LP | 17,261 | $5,575 |
| INVESTED ADVISORS | 1,215 | $392 |
| Mach-1 Financial Group, LLC | 5,531 | $1,787 |
| Osbon Capital Management LLC | 1,023 | $330 |
| Palisades Investment Partners, LLC | 2,308 | $746 |
| SUMMIT WEALTH GROUP LLC / CO | 6,449 | $2,083 |
| William Allan Corp | 1,299 | $420 |
| Intrua Financial, LLC | 5,858 | $1,892 |
| BBR PARTNERS, LLC | 9,163 | $2,960 |
| NICOLET ADVISORY SERVICES, LLC | 5,293 | $1,824 |
| 1492 Capital Management LLC | 1,186 | $383 |
| Leisure Capital Management | 1,111 | $359 |
| Gray Private Wealth, LLC | 773 | $250 |
| MidAtlantic Capital Management, Inc. | 519 | $168 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Pacific Life Fund Advisors LLC | 107,130 | 142,468 | +35,338 (+33.0%) |
| Fortis Group Advisors, LLC | 27,172 | 43,677 | +16,505 (+60.7%) |
| Corundum Group, Inc. | 28,904 | 34,285 | +5,381 (+18.6%) |
| BARINGS LLC | 1,624,450 | 1,657,750 | +33,300 (+2.0%) |
| INSTRUMENTAL WEALTH, LLC | 11,387 | 12,541 | +1,154 (+10.1%) |
| Cassaday & Co Wealth Management LLC | 911,147 | 921,669 | +10,522 (+1.2%) |
| VAUGHAN & Co SECURITIES, INC. | 73,054 | 73,800 | +746 (+1.0%) |
| LWM ADVISORS INC | 22,215 | 22,554 | +339 (+1.5%) |
| Carbahal Olsen Financial Services Group, LLC | 14,322 | 14,558 | +236 (+1.6%) |
| LMG Wealth Partners, LLC | 45,191 | 46,144 | +953 (+2.1%) |
| RICE HALL JAMES & ASSOCIATES, LLC | 6,008 | 26,547 | +20,539 (+341.9%) |
| FIRST HORIZON CORP | 35,168 | 53,005 | +17,837 (+50.7%) |
| Navis Wealth Advisors, LLC | 4,035 | 5,396 | +1,361 (+33.7%) |
| Quent Capital, LLC | 32,023 | 40,074 | +8,051 (+25.1%) |
| TOBIAS FINANCIAL ADVISORS, INC. | 42,815 | 43,449 | +634 (+1.5%) |
| VANCE WEALTH, LLC | 11,876 | 12,832 | +956 (+8.0%) |
| Badgley Phelps Wealth Managers, LLC | 216,694 | 223,021 | +6,327 (+2.9%) |
| SGL Investment Advisors, Inc. | 6,411 | 7,228 | +817 (+12.7%) |
| CONGRESS ASSET MANAGEMENT CO /MA | 1,498 | 76,264 | +74,766 (+4991.1%) |
| AE Wealth Management LLC | 214,511 | 266,445 | +51,934 (+24.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Risk Paradigm Group, LLC | 14,597 | 5,166 | -9,431 (-64.6%) |
| Covenant Partners, LLC | 27,431 | 167 | -27,264 (-99.4%) |
| Thoma Capital Management LLC | 33,937 | 26,454 | -7,483 (-22.0%) |
| Flaharty Asset Management, LLC | 49,269 | 27,506 | -21,763 (-44.2%) |
| Quantum Portfolio Management LLC | 18,657 | 11,475 | -7,182 (-38.5%) |
| LOWERY THOMAS, LLC | 14,932 | 13,753 | -1,179 (-7.9%) |
| Cohen Klingenstein LLC | 526,042 | 516,788 | -9,254 (-1.8%) |
| Foundation Wealth Management, LLC | 19,140 | 18,438 | -702 (-3.7%) |
| Hillcrest Wealth Advisors - NY, LLC | 38,030 | 37,550 | -480 (-1.3%) |
| 360 Financial, Inc. | 25,534 | 24,830 | -704 (-2.8%) |
| RPg Family Wealth Advisory, LLC | 11,821 | 5,053 | -6,768 (-57.3%) |
| InvesTrust | 18,589 | 17,605 | -984 (-5.3%) |
| PRIMORIS WEALTH ADVISORS, LLC | 7,201 | 6,052 | -1,149 (-16.0%) |
| Foundation Wealth Management, LLC\PA | 8,129 | 5,632 | -2,497 (-30.7%) |
| STEPHEN J. GARRY & ASSOCIATES, LLC | 10,600 | 10,435 | -165 (-1.6%) |
| Finley Financial, LLC | 14,195 | 13,655 | -540 (-3.8%) |
| Bishop & Co Investment Management, LLC | 16,977 | 16,524 | -453 (-2.7%) |
| SHAKER INVESTMENTS LLC/OH | 3,385 | 1,653 | -1,732 (-51.2%) |
| RTD Financial Advisors, Inc. | 43,890 | 42,849 | -1,041 (-2.4%) |
| One Capital Management, LLC | 26,139 | 7,292 | -18,847 (-72.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Future Fund LLC | 18,311 | $5,860 |
| My Personal CFO, LLC | 8,129 | $2,602 |
| Transcendent Capital Group LLC | 5,685 | $1,819 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,639 | $1,485 |
| CLEAR INVESTMENT RESEARCH, LLC | 1,579 | $506 |
| PFG Private Wealth Management, LLC | 2,248 | $720 |
| TimesSquare Capital Management, LLC | 51,100 | $16,354 |
| Total Wealth Planning, LLC | 4,968 | $1,590 |
| STONERIDGE INVESTMENT PARTNERS LLC | 2,023 | $1 |
| Rede Wealth, LLC | 1,388 | $444 |
| Winthrop Partners - WNY, LLC | 500 | $96,365 |
| B & T Capital Management DBA Alpha Capital Management | 3,203 | $1,025 |
| SK Wealth Management, LLC | 1,290 | $421 |
| Blue Barn Wealth, LLC | 721 | $231 |
| Financial Life Planners | 603 | $193 |
| BRIGHTON JONES LLC | 10,475 | $3,353 |
| Kovitz Investment Group Partners, LLC | 38,803 | $12,419 |
| Corundum Trust Company, INC | 185 | $59 |
| JIM SAULNIER & ASSOCIATES, LLC | 627 | $201 |
| North Capital, Inc. | 397 | $127 |