Ticker: IUSV CUSIP: 464287663 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Castellan Group | 29,740 | $3,050 |
| CRAMER ROSENTHAL MCGLYNN LLC | 33,282 | $3,413 |
| EASTERLY INVESTMENT PARTNERS LLC | 22,245 | $2,281 |
| eCIO, Inc. | 3,657 | $375 |
| Prospect Financial Services LLC | 2,627 | $269 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 1,973 | $202 |
| Total Clarity Wealth Management, Inc. | 4,589 | $471 |
| Soltis Investment Advisors LLC | 14,848 | $1,522 |
| Summit Investment Advisory Services, LLC | 3,063 | $314 |
| Three Magnolias Financial Advisors, LLC | 1,960 | $201 |
| USA FINANCIAL FORMULAS | 5,672 | $582 |
| Hoese & Co LLP | 1,500 | $154 |
| Cambria Investment Management, L.P. | 13,449 | $1,379 |
| FLOW TRADERS U.S. LLC | 33,081 | $3 |
| M Holdings Securities, Inc. | 12,816 | $1 |
| Clark Asset Management, LLC | 4,564 | $468 |
| Headland Capital, LLC | 1,968 | $202 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 7,693 | $807 |
| TWO SIGMA SECURITIES, LLC | 3,039 | $312 |
| Discipline Wealth Solutions, LLC | 2,000 | $205 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Venturi Wealth Management, LLC | 233,674 | 1,297,346 | +1,063,672 (+455.2%) |
| Duncan Williams Asset Management, LLC | 207,794 | 272,824 | +65,030 (+31.3%) |
| Birchcreek Wealth Management, LLC | 168,346 | 199,277 | +30,931 (+18.4%) |
| Auto-Owners Insurance Co | 864,000 | 1,354,000 | +490,000 (+56.7%) |
| Kestra Investment Management, LLC | 3,370,931 | 3,772,169 | +401,238 (+11.9%) |
| PCA Investment Advisory Services Inc. | 279,106 | 302,508 | +23,402 (+8.4%) |
| DEAN INVESTMENT ASSOCIATES, LLC | 19,856 | 125,726 | +105,870 (+533.2%) |
| Veracity Capital LLC | 389,138 | 404,951 | +15,813 (+4.1%) |
| Richard W. Paul & Associates, LLC | 164,818 | 174,875 | +10,057 (+6.1%) |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 837,230 | 863,837 | +26,607 (+3.2%) |
| SOUTHERN CAPITAL ADVISORS, LLC | 286,855 | 293,510 | +6,655 (+2.3%) |
| Trek Financial, LLC | 57,733 | 230,602 | +172,869 (+299.4%) |
| McGlone Suttner Wealth Management, Inc. | 625,147 | 643,874 | +18,727 (+3.0%) |
| FORTRESS FINANCIAL GROUP, LLC | 136,958 | 140,995 | +4,037 (+2.9%) |
| Madison Wealth Partners, Inc | 298,779 | 311,949 | +13,170 (+4.4%) |
| Salus Financial Advisors, LLC | 203,058 | 206,991 | +3,933 (+1.9%) |
| MFA Wealth Advisors, LLC | 140,045 | 149,236 | +9,191 (+6.6%) |
| DDFG, Inc | 271,114 | 280,310 | +9,196 (+3.4%) |
| SIGNATUREFD, LLC | 4,489,109 | 4,573,759 | +84,650 (+1.9%) |
| Weil Company, Inc. | 58,739 | 80,935 | +22,196 (+37.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Tanglewood Legacy Advisors, LLC | 643,398 | 356,075 | -287,323 (-44.7%) |
| Endowment Wealth Management, Inc. | 60,656 | 13,464 | -47,192 (-77.8%) |
| ROBINSON SMITH WEALTH ADVISORS LLC | 103,217 | 80,765 | -22,452 (-21.8%) |
| Ronald Blue Trust, Inc. | 4,993,796 | 4,438,008 | -555,788 (-11.1%) |
| Variant Private Wealth, LLC | 57,006 | 47,525 | -9,481 (-16.6%) |
| Petix & Botte Co | 174,452 | 152,471 | -21,981 (-12.6%) |
| USAdvisors Wealth Management, LLC | 48,948 | 9,106 | -39,842 (-81.4%) |
| IRONWOOD WEALTH MANAGEMENT, INC. | 198,807 | 194,014 | -4,793 (-2.4%) |
| GDS Wealth Management | 295,632 | 241,470 | -54,162 (-18.3%) |
| Symphony Financial, Ltd. Co. | 115,711 | 79,040 | -36,671 (-31.7%) |
| RDA Financial Network | 35,487 | 6,186 | -29,301 (-82.6%) |
| MOTIVE WEALTH ADVISORS | 77,481 | 75,899 | -1,582 (-2.0%) |
| SkyOak Wealth, LLC | 203,536 | 201,021 | -2,515 (-1.2%) |
| NEW WAVE WEALTH ADVISORS LLC | 26,689 | 13,598 | -13,091 (-49.1%) |
| Ameritas Advisory Services, LLC | 127,097 | 66,622 | -60,475 (-47.6%) |
| PRINCIPAL SECURITIES, INC. | 736,567 | 627,649 | -108,918 (-14.8%) |
| Eaton Financial Holdings Company, LLC | 53,513 | 49,808 | -3,705 (-6.9%) |
| Strategies Wealth Advisors, LLC | 213,924 | 210,546 | -3,378 (-1.6%) |
| Modera Wealth Management, LLC | 1,259,557 | 1,193,892 | -65,665 (-5.2%) |
| Integrated Advisors Network LLC | 216,061 | 179,016 | -37,045 (-17.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| John W. Brooker & Co., CPAs | 2,756 | $275 |
| Prism Advisors, Inc. | 13,200 | $1,319 |
| WMG Financial Advisors, LLC | 8,921 | $892 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 31,620 | $3,160 |
| Financial & Tax Architects, LLC | 7,774 | $777 |
| TABLEAUX LLC | 3,510 | $351 |
| Colonial River Wealth Management, LLC | 4,202 | $420 |
| Empowered Funds, LLC | 41,108 | $4,109 |
| Alteri Wealth LLC | 2,075 | $207 |
| Nikulski Financial, Inc. | 2,657 | $266 |
| TWO SIGMA INVESTMENTS, LP | 235,800 | $23,568 |
| TRITONPOINT WEALTH, LLC | 3,887 | $389 |
| Kovitz Investment Group Partners, LLC | 22,915 | $2,290 |
| Onyx Bridge Wealth Group LLC | 2,110 | $211 |
| Pathway Financial Advisers, LLC | 767 | $77 |
| J.W. COLE ADVISORS, INC. | 6,632 | $663 |
| New Republic Capital, LLC | 714 | $71 |
| Joel Isaacson & Co., LLC | 3,554 | $355 |
| Northwest Capital Management Inc | 136 | $14 |
| Marshall & Sterling Wealth Advisors Inc. | 284 | $28 |