Ticker: ACWX CUSIP: 464288240 Class: ETF-EQUITY
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| TOMPKINS FINANCIAL CORP | 463,601 | $31,122 |
| FFG Partners, LLC | 122,025 | $8,192 |
| Fluent Financial, LLC | 47,532 | $3,191 |
| Select Equity Group, L.P. | 600,269 | $40,296 |
| ACADIAN ASSET MANAGEMENT LLC | 2,252,690 | $151 |
| Plan A Wealth LLC | 6,302 | $423 |
| Laird Norton Wetherby Trust Company, LLC | 74,172 | $4,979 |
| South Shore Capital Advisors | 3,017 | $203 |
| OAK ASSOCIATES LTD /OH/ | 21,658 | $1,454 |
| WRAPMANAGER INC | 7,021 | $471 |
| Weil Company, Inc. | 9,199 | $618 |
| VISTA FINANCE, LLC | 3,500 | $235 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 3,012 | $202 |
| Opal Wealth Advisors, LLC | 5,128 | $344 |
| FLORIDA FINANCIAL ADVISORS, LLC | 4,536 | $304 |
| LANDAAS & CO /WI /ADV | 5,660 | $380 |
| Concurrent Investment Advisors, LLC | 59,228 | $3,976 |
| Keel Point, LLC | 14,689 | $986 |
| BridgePort Financial Solutions, LLC | 3,207 | $215 |
| Total Clarity Wealth Management, Inc. | 3,041 | $204 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Financial Council Asset Management Inc | 51,540 | 210,729 | +159,189 (+308.9%) |
| Financial Services Advisory Inc | 243,385 | 414,524 | +171,139 (+70.3%) |
| INVESTED ADVISORS | 18,258 | 44,065 | +25,807 (+141.3%) |
| Clarendon Private LLC | 49,462 | 74,650 | +25,188 (+50.9%) |
| Atwater Malick LLC | 183,958 | 226,820 | +42,862 (+23.3%) |
| Winthrop Advisory Group LLC | 1,047,501 | 1,125,212 | +77,711 (+7.4%) |
| Midwestern Financial, LLC /IA | 92,992 | 101,748 | +8,756 (+9.4%) |
| Premier Path Wealth Partners, LLC | 206,478 | 270,551 | +64,073 (+31.0%) |
| GM Advisory Group, Inc. | 887,295 | 1,018,255 | +130,960 (+14.8%) |
| Goelzer Investment Management, Inc. | 99,481 | 425,029 | +325,548 (+327.2%) |
| Integrated Advisors Network LLC | 13,387 | 380,959 | +367,572 (+2745.7%) |
| Sandbox Financial Partners, LLC | 101,925 | 117,865 | +15,940 (+15.6%) |
| Abundance Wealth Counselors | 509,523 | 516,649 | +7,126 (+1.4%) |
| EPIQ PARTNERS, LLC | 14,652 | 34,895 | +20,243 (+138.2%) |
| Investment Research Partners LLC | 70,212 | 73,805 | +3,593 (+5.1%) |
| Waverly Advisors, LLC | 13,861 | 722,543 | +708,682 (+5112.8%) |
| Calamos Wealth Management LLC | 959,548 | 980,397 | +20,849 (+2.2%) |
| WESBANCO BANK INC | 696,495 | 754,463 | +57,968 (+8.3%) |
| TWIN PEAKS WEALTH ADVISORS, LLC | 26,138 | 38,234 | +12,096 (+46.3%) |
| Ramirez Asset Management, Inc. | 1,144 | 40,608 | +39,464 (+3449.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| TLWM | 814,870 | 776,716 | -38,154 (-4.7%) |
| Dentgroup LLC | 65,690 | 55,409 | -10,281 (-15.7%) |
| Cassia Capital Partners, LLC | 139,814 | 136,630 | -3,184 (-2.3%) |
| Hapanowicz & Associates Financial Services, Inc | 76,798 | 71,273 | -5,525 (-7.2%) |
| CUMBERLAND ADVISORS INC | 170,695 | 167,785 | -2,910 (-1.7%) |
| Yost Capital Management, LP | 20,200 | 15,200 | -5,000 (-24.8%) |
| WASHINGTON CAPITAL MANAGEMENT, INC | 37,860 | 34,139 | -3,721 (-9.8%) |
| State of Wyoming | 100,566 | 41,373 | -59,193 (-58.9%) |
| SYNTAX RESEARCH, INC. | 43,770 | 40,976 | -2,794 (-6.4%) |
| Johnson Financial Group, Inc. | 729,551 | 718,986 | -10,565 (-1.4%) |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 14,112 | 12,045 | -2,067 (-14.6%) |
| Smith & Howard Wealth Management, LLC | 87,879 | 84,613 | -3,266 (-3.7%) |
| Itau Unibanco Holding S.A. | 455,513 | 433,100 | -22,413 (-4.9%) |
| FIDUCIENT ADVISORS LLC | 30,563 | 11,181 | -19,382 (-63.4%) |
| Adams Wealth Management | 95,621 | 93,254 | -2,367 (-2.5%) |
| Cornerstone Wealth Group, LLC | 312,087 | 306,733 | -5,354 (-1.7%) |
| Park Edge Advisors, LLC | 54,661 | 50,380 | -4,281 (-7.8%) |
| CacheTech Inc. | 95,621 | 93,254 | -2,367 (-2.5%) |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 6,601 | 3,447 | -3,154 (-47.8%) |
| OAK FAMILY ADVISORS, LLC | 47,860 | 46,142 | -1,718 (-3.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Northwest Capital Management Inc | 3,030 | $197 |
| Invera Wealth Advisors, LLC | 4,333 | $282 |
| TECTONIC ADVISORS LLC | 29,190 | $1,898 |
| OBSIDIAN CIO, LLC | 8,073 | $525 |
| DRW Securities, LLC | 60,571 | $3,946 |
| LGT Financial Advisors LLC | 558 | $36 |
| ISTHMUS PARTNERS, LLC | 6,937 | $451 |
| Summit Global Investments | 32,453 | $2 |
| BANK OF NOVA SCOTIA | 183,220 | $11,911 |
| Savant Capital, LLC | 55,395 | $3,601 |
| Bleakley Financial Group, LLC | 14,988 | $974 |
| Capitolis Liquid Global Markets LLC | 34,600 | $2,249 |
| Bison Wealth, LLC | 3,079 | $205 |
| OLD MISSION CAPITAL LLC | 10,739 | $698 |
| BRIGHTON JONES LLC | 7,761 | $505 |
| Brooklyn Investment Group | 3,781 | $230 |
| Edgestream Partners, L.P. | 3,148 | $205 |
| CLEAR INVESTMENT RESEARCH, LLC | 95 | $6 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,362 | $739 |
| TUDOR INVESTMENT CORP ET AL | 4,189 | $272 |