Ticker: CMF CUSIP: 464288356 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| FF Advisors,LLC | 40,123 | $2,305 |
| Leisure Capital Management | 32,714 | $1,880 |
| Integrity Investment Advisors, LLC | 12,257 | $704 |
| AXXCESS WEALTH MANAGEMENT, LLC | 195,887 | $11,256 |
| VIRTUE ASSET MANAGEMENT LLC | 4,400 | $253 |
| MEMBERS WEALTH LLC | 4,274 | $247 |
| SONATA CAPITAL GROUP INC | 4,185 | $240 |
| LongView Asset Management LLC | 3,605 | $207 |
| Sharper & Granite LLC | 4,020 | $231 |
| Apeiron RIA LLC | 5,220 | $301 |
| Vise Technologies, Inc. | 34,016 | $1,955 |
| Strategic Financial Services, Inc, | 17,880 | $1,036 |
| FLC Capital Advisors | 4,426 | $254 |
| Laird Norton Wetherby Trust Company, LLC | 17,405 | $1,000 |
| Legacy Wealth Managment, LLC/ID | 1,602 | $92 |
| Intelligence Driven Advisers, LLC | 3,917 | $225 |
| RICHARDS, MERRILL & PETERSON, INC. | 1,225 | $70 |
| SAGESPRING WEALTH PARTNERS, LLC | 14,698 | $845 |
| OPTIMA CAPITAL LLC | 877 | $50 |
| GTS SECURITIES LLC | 4,968 | $285 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| West Wealth Group, LLC | 227,978 | 273,799 | +45,821 (+20.1%) |
| CONQUIS FINANCIAL LLC | 37,618 | 52,167 | +14,549 (+38.7%) |
| MYECFO, LLC | 232,992 | 251,202 | +18,210 (+7.8%) |
| 21 West Wealth Management LLC | 41,463 | 49,124 | +7,661 (+18.5%) |
| Opes Wealth Management LLC | 418,263 | 438,978 | +20,715 (+5.0%) |
| Manhattan West Asset Management, LLC | 350,973 | 363,294 | +12,321 (+3.5%) |
| Slow Capital, Inc. | 232,090 | 281,447 | +49,357 (+21.3%) |
| Atlas Legacy Advisors, LLC | 200,702 | 213,047 | +12,345 (+6.2%) |
| Affinity Capital Advisors, LLC | 255,386 | 269,594 | +14,208 (+5.6%) |
| NDWM LLC | 79,520 | 80,755 | +1,235 (+1.6%) |
| Values Added Financial LLC | 12,770 | 33,665 | +20,895 (+163.6%) |
| Facet Wealth, Inc. | 1,392,789 | 1,497,857 | +105,068 (+7.5%) |
| Columbia Bank | 69,701 | 80,826 | +11,125 (+16.0%) |
| Heritage Wealth Management, Inc. /CA/ | 46,841 | 48,987 | +2,146 (+4.6%) |
| Wealthfront Advisers LLC | 3,958,355 | 5,109,731 | +1,151,376 (+29.1%) |
| Brio Consultants, LLC | 186,891 | 198,177 | +11,286 (+6.0%) |
| SimpliFi, Inc. | 26,035 | 31,693 | +5,658 (+21.7%) |
| Elmwood Wealth Management, Inc. | 65,595 | 68,040 | +2,445 (+3.7%) |
| WealthCollab, LLC | 41,738 | 43,968 | +2,230 (+5.3%) |
| FORONJY FINANCIAL LLC | 26,643 | 29,574 | +2,931 (+11.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Rinkey Investments | 249,880 | 193,681 | -56,199 (-22.5%) |
| EHRLICH FINANCIAL GROUP | 86,801 | 68,904 | -17,897 (-20.6%) |
| Orin Green Financial, LLC | 324,921 | 307,027 | -17,894 (-5.5%) |
| Fortitude Financial, LLC | 12,951 | 6,272 | -6,679 (-51.6%) |
| Omega Financial Group, LLC | 71,039 | 67,616 | -3,423 (-4.8%) |
| Invera Wealth Advisors, LLC | 12,462 | 7,782 | -4,680 (-37.6%) |
| Warren Street Wealth Advisors, LLC | 57,204 | 54,431 | -2,773 (-4.8%) |
| Williams & Novak, LLC | 18,906 | 17,586 | -1,320 (-7.0%) |
| McNaughton Wealth Management, LLC | 29,111 | 26,694 | -2,417 (-8.3%) |
| RHS Financial, LLC | 10,120 | 6,778 | -3,342 (-33.0%) |
| Three Bridge Wealth Advisors, LLC | 12,271 | 6,042 | -6,229 (-50.8%) |
| Stonehage Fleming Financial Services Holdings Ltd | 100,436 | 62,258 | -38,178 (-38.0%) |
| CAPITAL INSIGHT PARTNERS, LLC | 17,074 | 11,585 | -5,489 (-32.1%) |
| IFC Advisors LLC | 23,394 | 19,151 | -4,243 (-18.1%) |
| BANK OF STOCKTON | 48,282 | 47,371 | -911 (-1.9%) |
| Dynamic Advisor Solutions LLC | 25,711 | 9,646 | -16,065 (-62.5%) |
| RENAISSANCE TECHNOLOGIES LLC | 307,900 | 112,600 | -195,300 (-63.4%) |
| EP Wealth Advisors, LLC | 1,195,011 | 1,170,981 | -24,030 (-2.0%) |
| GC Wealth Management RIA, LLC | 23,167 | 10,979 | -12,188 (-52.6%) |
| Gerber Kawasaki Wealth & Investment Management | 49,942 | 41,114 | -8,828 (-17.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Garde Capital, Inc. | 119,008 | $6,788 |
| KM Capital Management Ltd. | 8,988 | $513 |
| Shared Vision Wealth Group LLC | 4,410 | $254 |
| ATLAS CAPITAL ADVISORS LLC | 8,872 | $495 |
| FCA CORP /TX | 3,636 | $207 |
| GWN SECURITIES INC. | 3,817 | $218 |
| OLD MISSION CAPITAL LLC | 24,804 | $1,415 |
| CERTUITY, LLC | 8,755 | $499 |
| Sovran Advisors, LLC | 6,808 | $392 |
| Painted Porch Advisors LLC | 1,487 | $85 |
| Gateway Wealth Partners, LLC | 3,851 | $220 |
| BRIGHTON JONES LLC | 8,812 | $503 |
| LM Advisors LLC | 16,003 | $1 |
| Palisade Asset Management, LLC | 2,700 | $154 |
| Founders Financial Alliance, LLC | 1,022 | $58 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 60,613 | $3,457 |
| Sequoia Financial Advisors, LLC | 9,460 | $540 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 4,213 | $240 |
| Ronald Blue Trust, Inc. | 701 | $40 |
| Ameritas Advisory Services, LLC | 227 | $13 |