Ticker: IYG CUSIP: 464287770 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Centerline Wealth Advisors, LLC | 50,796 | $4,686 |
| SAGESPRING WEALTH PARTNERS, LLC | 576,423 | $53,175 |
| UNIQUE WEALTH, LLC | 59,817 | $5,518 |
| Dynasty Wealth Management, LLC | 532,080 | $49,084 |
| Brendel Financial Advisors LLC | 10,293 | $950 |
| Mosley Wealth Management | 8,630 | $764 |
| KKM Financial LLC | 4,153 | $383 |
| Concurrent Investment Advisors, LLC | 48,848 | $4,506 |
| Cyndeo Wealth Partners, LLC | 12,760 | $1,177 |
| Fairvoy Private Wealth, LLC | 3,313 | $306 |
| Samalin Investment Counsel, LLC | 2,192 | $202 |
| Pinnacle Financial Group, LLC / IL | 2,220 | $205 |
| CAPITAL PERFORMANCE ADVISORS LLP | 5,132 | $473 |
| GTS SECURITIES LLC | 10,972 | $1,012 |
| Matthew Goff Investment Advisor, LLC | 1,620 | $240 |
| Commonwealth Retirement Investments LLC | 1,218 | $112 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 3,216 | $297 |
| Buckingham Strategic Partners | 15,960 | $1,472 |
| INTEGRITY ALLIANCE, LLC. | 3,369 | $311 |
| Quotient Wealth Partners, LLC | 2,486 | $229 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P | 138,724 | 148,034 | +9,310 (+6.7%) |
| ARKANSAS FINANCIAL GROUP, INC. | 116,059 | 122,417 | +6,358 (+5.5%) |
| Baltimore-Washington Financial Advisors, Inc. | 404,827 | 416,568 | +11,741 (+2.9%) |
| Bernard Wealth Management Corp. | 45,536 | 46,224 | +688 (+1.5%) |
| OMNI 360 Wealth, Inc. | 14,021 | 15,069 | +1,048 (+7.5%) |
| COTTONWOOD CAPITAL ADVISORS, LLC | 12,490 | 12,886 | +396 (+3.2%) |
| Sequent Planning LLC | 7,620 | 9,776 | +2,156 (+28.3%) |
| Harbor Asset Planning, Inc. | 6,644 | 7,036 | +392 (+5.9%) |
| GARRISON POINT ADVISORS, LLC | 12,106 | 12,720 | +614 (+5.1%) |
| Beacon Pointe Advisors, LLC | 53,498 | 80,632 | +27,134 (+50.7%) |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 5,615 | 6,301 | +686 (+12.2%) |
| JPMORGAN CHASE & CO | 308,166 | 1,031,721 | +723,555 (+234.8%) |
| Fifth Third Securities, Inc. | 22,793 | 24,884 | +2,091 (+9.2%) |
| MML INVESTORS SERVICES, LLC | 236,146 | 253,715 | +17,569 (+7.4%) |
| StoneX Group Inc. | 4,877 | 6,743 | +1,866 (+38.3%) |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,039 | 11,019 | +7,980 (+262.6%) |
| &PARTNERS | 4,963 | 13,564 | +8,601 (+173.3%) |
| Private Advisor Group, LLC | 171,228 | 178,608 | +7,380 (+4.3%) |
| Pointe Capital Management LLC | 2,586 | 2,786 | +200 (+7.7%) |
| AMERIPRISE FINANCIAL INC | 188,153 | 227,801 | +39,648 (+21.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| SAM Advisors, LLC | 115,522 | 113,453 | -2,069 (-1.8%) |
| Foundations Investment Advisors, LLC | 385,817 | 5,757 | -380,060 (-98.5%) |
| SOUTHERN CAPITAL ADVISORS, LLC | 65,355 | 64,529 | -826 (-1.3%) |
| AdvisorNet Financial, Inc | 37,867 | 4,475 | -33,392 (-88.2%) |
| BURKE & HERBERT BANK & TRUST CO | 11,928 | 6,231 | -5,697 (-47.8%) |
| Howard Capital Management Group, LLC | 96,013 | 93,130 | -2,883 (-3.0%) |
| Horizon Family Wealth, Inc. | 5,194 | 4,714 | -480 (-9.2%) |
| Founders Financial Alliance, LLC | 2,282 | 602 | -1,680 (-73.6%) |
| PGIM Custom Harvest LLC | 300,762 | 295,907 | -4,855 (-1.6%) |
| New Insight Wealth Advisors | 6,388 | 5,873 | -515 (-8.1%) |
| Charter Oak Capital Management, LLC | 6,033 | 3,963 | -2,070 (-34.3%) |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 153,351 | 150,941 | -2,410 (-1.6%) |
| ROYAL BANK OF CANADA | 493,088 | 443,794 | -49,294 (-10.0%) |
| Koshinski Asset Management, Inc. | 21,110 | 20,333 | -777 (-3.7%) |
| RAYMOND JAMES FINANCIAL INC | 480,607 | 449,860 | -30,747 (-6.4%) |
| WELLS FARGO & COMPANY/MN | 384,302 | 354,927 | -29,375 (-7.6%) |
| GOLDMAN SACHS GROUP INC | 1,051,016 | 1,021,757 | -29,259 (-2.8%) |
| PATTEN & PATTEN INC/TN | 21,976 | 21,226 | -750 (-3.4%) |
| BANK OF AMERICA CORP /DE/ | 502,126 | 475,540 | -26,586 (-5.3%) |
| COMERICA BANK | 27,416 | 22,922 | -4,494 (-16.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Anfield Capital Management, LLC | 85,127 | $7,631 |
| ALLIUM FINANCIAL ADVISORS, LLC | 4,444 | $398 |
| Wallace Hart LLC | 3,434 | $308 |
| VestGen Advisors, LLC | 26,448 | $2,371 |
| Kesler, Norman & Wride, LLC | 5,490 | $427 |
| Benchmark Financial Wealth Advisors, LLC | 3,077 | $276 |
| Leeward Financial Partners, LLC | 2,250 | $202 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,444 | $488 |
| Groupe la Francaise | 15,000 | $1,147 |
| TWO SIGMA INVESTMENTS, LP | 69,100 | $6,194 |
| Hopwood Financial Services, Inc. | 415 | $37 |
| ASHTON THOMAS SECURITIES, LLC | 1,062 | $95 |
| Keener Financial Planning LLC | 900 | $0 |
| Carnegie Capital Asset Management, LLC | 2,780 | $249 |
| Painted Porch Advisors LLC | 255 | $23 |
| PRIVATE TRUST CO NA | 570 | $51 |
| EP Wealth Advisors, LLC | 2,514 | $215 |
| Wealthspire Advisors, LLC | 1,883 | $169 |
| SIGNATUREFD, LLC | 967 | $87 |
| SALEM INVESTMENT COUNSELORS INC | 450 | $40 |