Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Wall Capital Group, Inc. | 40,887 | $6,867 |
| BCS Wealth Management | 23,924 | $4,018 |
| Hershey Financial Advisers, LLC | 3,454 | $580 |
| INSTRUMENTAL WEALTH, LLC | 2,043 | $338 |
| STAGE HARBOR FINANCIAL, LLC | 1,510 | $254 |
| Total Clarity Wealth Management, Inc. | 3,759 | $631 |
| J.Safra Asset Management Corp | 12,960 | $2,177 |
| Banque Cantonale Vaudoise | 11,000 | $1,853 |
| M Holdings Securities, Inc. | 11,634 | $2 |
| Forefront Wealth Partners, LLC | 1,638 | $275 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 66,532 | $11,173 |
| SATOVSKY ASSET MANAGEMENT LLC | 2,113 | $355 |
| Clark Asset Management, LLC | 3,515 | $590 |
| Evernest Financial Advisors, LLC | 1,596 | $268 |
| Wealthquest Corp | 4,134 | $694 |
| Kingdom Financial Group LLC. | 878 | $147 |
| TITLEIST ASSET MANAGEMENT, LLC | 3,438 | $577 |
| Lloyd Advisory Services, LLC. | 743 | $125 |
| True Wealth Design, LLC | 1,000 | $168 |
| SILVERLAKE WEALTH MANAGEMENT LLC | 1,204 | $202 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| WIN ADVISORS, INC | 17,951 | 94,933 | +76,982 (+428.8%) |
| South Shore Capital Advisors | 16,171 | 49,801 | +33,630 (+208.0%) |
| Kestra Investment Management, LLC | 805,325 | 1,131,808 | +326,483 (+40.5%) |
| Foundry Financial Group, Inc. | 63,729 | 68,969 | +5,240 (+8.2%) |
| NorthStar Asset Management LLC /NJ/ | 130,009 | 136,575 | +6,566 (+5.1%) |
| Tanglewood Legacy Advisors, LLC | 319,082 | 325,119 | +6,037 (+1.9%) |
| Seven Springs Wealth Group, LLC | 49,420 | 57,114 | +7,694 (+15.6%) |
| Madison Wealth Partners, Inc | 392,985 | 401,259 | +8,274 (+2.1%) |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 193,691 | 200,766 | +7,075 (+3.7%) |
| Veracity Capital LLC | 252,005 | 255,176 | +3,171 (+1.3%) |
| Tennessee Valley Asset Management Partners | 343,509 | 353,247 | +9,738 (+2.8%) |
| Ackerman Capital Advisors, LLC | 14,723 | 41,015 | +26,292 (+178.6%) |
| Richard W. Paul & Associates, LLC | 99,604 | 103,133 | +3,529 (+3.5%) |
| Merit Financial Group, LLC | 1,412,197 | 1,626,452 | +214,255 (+15.2%) |
| DDFG, Inc | 263,764 | 267,464 | +3,700 (+1.4%) |
| FORTRESS FINANCIAL GROUP, LLC | 91,347 | 92,617 | +1,270 (+1.4%) |
| STEVENS CAPITAL PARTNERS | 70,175 | 72,558 | +2,383 (+3.4%) |
| Facet Wealth, Inc. | 727,931 | 773,302 | +45,371 (+6.2%) |
| HOWE & RUSLING INC | 314,448 | 322,597 | +8,149 (+2.6%) |
| Bleakley Financial Group, LLC | 10,581 | 228,719 | +218,138 (+2061.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Elevation Capital Advisory, LLC | 59,514 | 25,669 | -33,845 (-56.9%) |
| Endowment Wealth Management, Inc. | 46,147 | 33,229 | -12,918 (-28.0%) |
| Petix & Botte Co | 147,657 | 128,969 | -18,688 (-12.7%) |
| Legacy Financial Group LLC | 358,452 | 338,551 | -19,901 (-5.6%) |
| Merkkuri Wealth Advisors LLC | 41,829 | 37,685 | -4,144 (-9.9%) |
| LEGACY SOLUTIONS, LLC | 51,096 | 47,524 | -3,572 (-7.0%) |
| PCA Investment Advisory Services Inc. | 100,729 | 95,636 | -5,093 (-5.1%) |
| HILLTOP WEALTH ADVISORS, LLC | 241,374 | 238,577 | -2,797 (-1.2%) |
| Strategies Wealth Advisors, LLC | 181,327 | 167,565 | -13,762 (-7.6%) |
| ZRC WEALTH MANAGEMENT, LLC | 121,754 | 117,210 | -4,544 (-3.7%) |
| MOTIVE WEALTH ADVISORS | 52,184 | 48,380 | -3,804 (-7.3%) |
| Birchcreek Wealth Management, LLC | 120,474 | 118,100 | -2,374 (-2.0%) |
| DOLIVER ADVISORS, LP | 134,622 | 130,053 | -4,569 (-3.4%) |
| ForthRight Wealth Management, LLC | 179,898 | 176,125 | -3,773 (-2.1%) |
| Spectrum Wealth Advisory Group, LLC | 50,644 | 48,493 | -2,151 (-4.2%) |
| IRONWOOD WEALTH MANAGEMENT, INC. | 78,419 | 75,955 | -2,464 (-3.1%) |
| Helen Stephens Group, LLC | 201,262 | 198,031 | -3,231 (-1.6%) |
| Cosner Financial Group, LLC | 78,098 | 76,762 | -1,336 (-1.7%) |
| Ronald Blue Trust, Inc. | 1,916,000 | 1,870,642 | -45,358 (-2.4%) |
| Mascoma Wealth Management LLC | 122,569 | 119,831 | -2,738 (-2.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| AAFMAA Wealth Management & Trust LLC | 47,742 | $7,855 |
| PUFF WEALTH MANAGEMENT, LLC | 2,742 | $451 |
| Empowered Funds, LLC | 108,123 | $17,791 |
| Everstar Asset Management, LLC | 3,067 | $505 |
| Triad Wealth Partners, LLC | 6,356 | $1,046 |
| MRWM Advisors, LLC | 1,333 | $219 |
| BRIGHTON JONES LLC | 12,941 | $2,129 |
| Alteri Wealth LLC | 1,269 | $209 |
| Safeguard Investment Advisory Group, LLC | 1,492 | $246 |
| TWO SIGMA SECURITIES, LLC | 2,450 | $403 |
| Essex Savings Bank | 1,371 | $226 |
| New Harbor Financial Group, LLC | 1,400 | $230 |
| PKS Advisory Services, LLC | 1,230 | $202 |
| Round Rock Advisors, LLC | 1,639 | $270 |
| Marshall & Sterling Wealth Advisors Inc. | 284 | $47 |
| GPS Wealth Strategies Group, LLC | 742 | $122 |
| Clear Creek Financial Management, LLC | 1,288 | $212 |
| Financial Life Planners | 165 | $27 |
| Palisade Asset Management, LLC | 840 | $138 |
| KCM INVESTMENT ADVISORS LLC | 2,000 | $329 |