Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Bakala Capital Management LLC | 5,165 | $1,998 |
| Greenspring Advisors, LLC | 54,247 | $20,985 |
| Laird Norton Wetherby Trust Company, LLC | 71,885 | $27,809 |
| Houlihan Financial Resource Group, Ltd. | 2,324 | $899 |
| McGlone Suttner Wealth Management, Inc. | 5,172 | $2,001 |
| 12th Street Asset Management Company, LLC | 4,049 | $1,566 |
| Moran Wealth Management, LLC | 18,660 | $7,219 |
| Sargent Investment Group, LLC | 2,749 | $1,063 |
| Garde Capital, Inc. | 5,502 | $2,128 |
| Investor's Fiduciary Advisor Network, LLC | 2,336 | $1 |
| QTR Family Wealth, LLC | 650 | $256 |
| 1834 INVESTMENT ADVISORS CO | 1,714 | $663 |
| KLCM Advisors, Inc. | 2,165 | $838 |
| Waterloo Capital, L.P. | 2,573 | $995 |
| KFA Private Wealth Group, LLC | 767 | $297 |
| Kesler, Norman & Wride, LLC | 900 | $348 |
| Lanham O'Dell & Company, Inc. | 525 | $203 |
| GSG Advisors LLC | 517 | $200 |
| Peak Retirement Planning, Inc. | 524 | $203 |
| Capital Investment Counsel, LLC | 839 | $325 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| American Family Investments, Inc. | 34,518 | 271,840 | +237,322 (+687.5%) |
| Post Resch Tallon Group Inc. | 23,977 | 26,973 | +2,996 (+12.5%) |
| EPIQ PARTNERS, LLC | 59,777 | 62,864 | +3,087 (+5.2%) |
| KDK Private Wealth Management, LLC | 44,655 | 45,121 | +466 (+1.0%) |
| MONEYWISE, INC. | 38,649 | 39,534 | +885 (+2.3%) |
| Strategic Equity Management | 55,142 | 56,009 | +867 (+1.6%) |
| Sheridan Capital Management, LLC | 20,158 | 20,789 | +631 (+3.1%) |
| Ipswich Investment Management Co., Inc. | 37,265 | 38,324 | +1,059 (+2.8%) |
| RHUMBLINE ADVISERS | 40,182 | 1,572,121 | +1,531,939 (+3812.5%) |
| Geneos Wealth Management Inc. | 134,444 | 156,881 | +22,437 (+16.7%) |
| Beacon Pointe Advisors, LLC | 12,759 | 174,191 | +161,432 (+1265.2%) |
| Cedar Wealth Management, LLC | 17,725 | 18,390 | +665 (+3.8%) |
| NORDEN GROUP LLC | 2,193 | 10,954 | +8,761 (+399.5%) |
| Concurrent Investment Advisors, LLC | 58,003 | 94,846 | +36,843 (+63.5%) |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 10,455 | 10,758 | +303 (+2.9%) |
| New Republic Capital, LLC | 11,535 | 12,255 | +720 (+6.2%) |
| NEPC LLC | 27,849 | 45,961 | +18,112 (+65.0%) |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 65,949 | 67,262 | +1,313 (+2.0%) |
| Apella Capital, LLC | 6,192 | 26,542 | +20,350 (+328.6%) |
| Midwest Professional Planners, LTD. | 14,210 | 14,722 | +512 (+3.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 62,511 | 47,841 | -14,670 (-23.5%) |
| Vigilare Wealth Management | 21,481 | 607 | -20,874 (-97.2%) |
| Embree Financial Group | 71,188 | 40,712 | -30,476 (-42.8%) |
| Mosaic Advisors LLC | 8,729 | 7,603 | -1,126 (-12.9%) |
| Brooklyn FI, LLC | 76,349 | 67,934 | -8,415 (-11.0%) |
| TLWM | 295,342 | 281,190 | -14,152 (-4.8%) |
| Calamos Wealth Management LLC | 178,120 | 157,379 | -20,741 (-11.6%) |
| Great Diamond Partners, LLC | 76,626 | 74,019 | -2,607 (-3.4%) |
| Provenance Wealth Advisors, LLC | 84,974 | 82,693 | -2,281 (-2.7%) |
| Stone House Investment Management, LLC | 15,557 | 377 | -15,180 (-97.6%) |
| Portfolio Strategies, Inc. | 73,975 | 71,095 | -2,880 (-3.9%) |
| McClarren Financial Advisors, Inc. | 7,137 | 6,477 | -660 (-9.2%) |
| HANOVER ADVISORS INC | 39,020 | 38,315 | -705 (-1.8%) |
| Compass Financial Group, Inc. | 52,138 | 51,590 | -548 (-1.1%) |
| AlphaCore Capital LLC | 130,180 | 110,352 | -19,828 (-15.2%) |
| GM Advisory Group, Inc. | 180,383 | 177,357 | -3,026 (-1.7%) |
| Evensky & Katz LLC | 349,440 | 345,905 | -3,535 (-1.0%) |
| LCNB CORP | 21,643 | 21,298 | -345 (-1.6%) |
| Ballentine Partners, LLC | 166,606 | 131,695 | -34,911 (-21.0%) |
| KilterHowling LLC | 5,230 | 4,306 | -924 (-17.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Wall Capital Group, Inc. | 15,337 | $4,198 |
| LGT Financial Advisors LLC | 2,018 | $765 |
| My Personal CFO, LLC | 9,286 | $3,519 |
| Blue Capital, Inc. | 3,597 | $1,363 |
| BRIGHTON JONES LLC | 82,343 | $31,203 |
| Vertex Planning Partners, LLC | 5,815 | $2,203 |
| FIDUCIENT ADVISORS LLC | 8,375 | $3,174 |
| Harvest Investment Services, LLC | 5,063 | $1,919 |
| TBH Global Asset Management, LLC | 2,236 | $847 |
| Brevan Howard Capital Management LP | 41,937 | $15,814 |
| KCM INVESTMENT ADVISORS LLC | 5,117 | $1,939 |
| EdgeRock Capital LLC | 550 | $208 |
| One Charles Private Wealth Services, LLC | 542 | $205 |
| GPS Wealth Strategies Group, LLC | 753 | $285 |
| Empowered Funds, LLC | 5,419 | $2,053 |
| TCP Asset Management, LLC | 557 | $211 |
| Berman McAleer LLC | 632 | $239 |
| MMA ASSET MANAGEMENT LLC | 266 | $101 |
| TRITONPOINT WEALTH, LLC | 813 | $308 |
| Austin Private Wealth, LLC | 555 | $210 |