Ticker: ISCV CUSIP: 464288703 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Richwood Investment Advisors, LLC | 2,775 | $206 |
| Basepoint Wealth LLC | 1,762 | $121 |
| PURE PORTFOLIOS HOLDINGS LLC | 2,925 | $200 |
| Western Wealth Management, LLC | 3,705 | $254 |
| Vise Technologies, Inc. | 3,376 | $231 |
| Laurel Wealth Advisors LLC | 840 | $58 |
| TWO SIGMA INVESTMENTS, LP | 15,000 | $1,028 |
| STIFEL FINANCIAL CORP | 2,955 | $202 |
| Litman Gregory Wealth Management LLC | 345 | $24 |
| FLAGSHIP HARBOR ADVISORS, LLC | 428 | $29 |
| Cape Investment Advisory, Inc. | 100 | $7 |
| US BANCORP \DE\ | 800 | $55 |
| Fortitude Family Office, LLC | 128 | $9 |
| Olistico Wealth, LLC | 75 | $5 |
| SRS Capital Advisors, Inc. | 80 | $5 |
| one8zero8, LLC | 37 | $3 |
| Evolution Advisers, Inc. | 130 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 290,658 | 300,980 | +10,322 (+3.6%) |
| Matrix Trust Co | 184,974 | 187,179 | +2,205 (+1.2%) |
| EXCHANGE TRADED CONCEPTS, LLC | 807,395 | 908,467 | +101,072 (+12.5%) |
| SGL Investment Advisors, Inc. | 11,773 | 13,814 | +2,041 (+17.3%) |
| Steele Capital Management, Inc. | 184,974 | 187,179 | +2,205 (+1.2%) |
| JIM SAULNIER & ASSOCIATES, LLC | 9,748 | 10,064 | +316 (+3.2%) |
| rebel Financial LLC | 6,379 | 6,797 | +418 (+6.6%) |
| IHT Wealth Management, LLC | 29,110 | 33,806 | +4,696 (+16.1%) |
| Black Diamond Financial, LLC | 45,590 | 46,237 | +647 (+1.4%) |
| Advisory Services Network, LLC | 52,124 | 56,816 | +4,692 (+9.0%) |
| LPL Financial LLC | 170,000 | 231,259 | +61,259 (+36.0%) |
| Perennial Investment Advisors, LLC | 27,242 | 28,132 | +890 (+3.3%) |
| Key Financial Inc | 10,296 | 10,749 | +453 (+4.4%) |
| Towerpoint Wealth, LLC | 5,648 | 5,884 | +236 (+4.2%) |
| CAPTRUST FINANCIAL ADVISORS | 23,109 | 36,264 | +13,155 (+56.9%) |
| Aptus Capital Advisors, LLC | 51,082 | 55,773 | +4,691 (+9.2%) |
| HARBOUR INVESTMENTS, INC. | 2,500 | 4,850 | +2,350 (+94.0%) |
| BANK OF AMERICA CORP /DE/ | 155,922 | 172,374 | +16,452 (+10.6%) |
| Equitable Holdings, Inc. | 16,036 | 19,886 | +3,850 (+24.0%) |
| MGO ONE SEVEN LLC | 12,399 | 14,088 | +1,689 (+13.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| MB Generational Wealth, LLC | 93,893 | 88,015 | -5,878 (-6.3%) |
| Focus Partners Wealth | 413,434 | 285,323 | -128,111 (-31.0%) |
| Abel Hall, LLC | 10,682 | 9,904 | -778 (-7.3%) |
| PACIFIC SUN FINANCIAL CORP | 10,019 | 9,559 | -460 (-4.6%) |
| Courage Miller Partners, LLC | 8,687 | 7,830 | -857 (-9.9%) |
| Prosperity Consulting Group, LLC | 39,956 | 37,198 | -2,758 (-6.9%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18,229 | 12,800 | -5,429 (-29.8%) |
| JPMORGAN CHASE & CO | 51,605 | 45,747 | -5,858 (-11.4%) |
| ENVESTNET ASSET MANAGEMENT INC | 59,423 | 55,308 | -4,115 (-6.9%) |
| OSAIC HOLDINGS, INC. | 5,045 | 3,872 | -1,173 (-23.3%) |
| MONECO Advisors, LLC | 5,045 | 4,850 | -195 (-3.9%) |
| NBC SECURITIES, INC. | 4,672 | 4,537 | -135 (-2.9%) |
| COMERICA BANK | 17,127 | 16,870 | -257 (-1.5%) |
| World Investment Advisors | 3,356 | 3,249 | -107 (-3.2%) |
| CWM, LLC | 3,617 | 3,521 | -96 (-2.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| ASHTON THOMAS SECURITIES, LLC | 3,550 | $237 |
| Rise Advisors, LLC | 330 | $22 |
| CHILTON CAPITAL MANAGEMENT LLC | 1,833 | $122 |
| PRINCIPAL SECURITIES, INC. | 2,485 | $166 |
| MATHER GROUP, LLC. | 287 | $19 |
| Wealthspire Advisors, LLC | 240 | $16 |
| GPS Wealth Strategies Group, LLC | 55 | $4 |
| PARK AVENUE SECURITIES LLC | 3,156 | $0 |