Ticker: IWX CUSIP: 464289420 Class: RUS TP200 VL ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| RTD Financial Advisors, Inc. | 242,363 | $22,263 |
| Centennial Wealth Advisory LLC | 22,416 | $2,059 |
| Clark Capital Management Group, Inc. | 722,045 | $66,327 |
| Brinker Capital Investments, LLC | 361,960 | $33,250 |
| One Capital Management, LLC | 79,573 | $7,310 |
| Linden Thomas Advisory Services, LLC | 21,056 | $1,934 |
| Kelly Financial Services LLC | 8,573 | $788 |
| FIRST AMERICAN TRUST, FSB | 24,802 | $2,278 |
| SigFig Wealth Management, LLC | 51,352 | $4,717 |
| Parvin Asset Management, LLC | 2,197 | $202 |
| B. Riley Wealth Advisors, Inc. | 20,482 | $1,881 |
| World Investment Advisors | 38,078 | $3,498 |
| FIRST NATIONAL BANK OF OMAHA | 18,226 | $1,685 |
| Advyzon Investment Management, LLC | 6,015 | $553 |
| Leo Wealth, LLC | 4,850 | $446 |
| Compound Planning, Inc. | 8,293 | $762 |
| WBH ADVISORY INC | 2,263 | $208 |
| RICHARDSON FINANCIAL SERVICES INC. | 530 | $49 |
| PARK AVENUE SECURITIES LLC | 32,515 | $3 |
| GeoWealth Management, LLC | 2,190 | $201 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Kingdom Financial Group LLC. | 112,059 | 273,745 | +161,686 (+144.3%) |
| HOWARD BAILEY SECURITIES, LLC | 182,144 | 191,245 | +9,101 (+5.0%) |
| LifeWealth Investments, LLC | 178,260 | 193,770 | +15,510 (+8.7%) |
| FIRST CITIZENS BANK & TRUST CO | 5,906,356 | 5,983,534 | +77,178 (+1.3%) |
| Richard P Slaughter Associates Inc | 405,527 | 411,476 | +5,949 (+1.5%) |
| Compton Wealth Advisory Group, LLC | 245,679 | 250,061 | +4,382 (+1.8%) |
| FLP Wealth Management, LLC | 8,437 | 9,278 | +841 (+10.0%) |
| Horst & Graben Wealth Management LLC | 117,050 | 132,912 | +15,862 (+13.6%) |
| TIAA TRUST, NATIONAL ASSOCIATION | 12,145,832 | 12,344,150 | +198,318 (+1.6%) |
| PRINCIPAL SECURITIES, INC. | 96 | 220,752 | +220,656 (+229850.0%) |
| Envestnet Portfolio Solutions, Inc. | 6,238,637 | 6,332,301 | +93,664 (+1.5%) |
| Arkadios Wealth Advisors | 6,102 | 141,935 | +135,833 (+2226.0%) |
| Centerpoint Advisory Group | 14,868 | 16,533 | +1,665 (+11.2%) |
| Quest 10 Wealth Builders, Inc. | 20,814 | 21,489 | +675 (+3.2%) |
| FWG Investments, LLC. | 30,378 | 30,767 | +389 (+1.3%) |
| BRYN MAWR TRUST Co | 487,300 | 505,899 | +18,599 (+3.8%) |
| Bryn Mawr Capital Management, LLC | 249,128 | 257,834 | +8,706 (+3.5%) |
| ENVESTNET ASSET MANAGEMENT INC | 80,661 | 3,083,814 | +3,003,153 (+3723.2%) |
| Decker Retirement Planning Inc. | 11,361 | 12,199 | +838 (+7.4%) |
| AE Wealth Management LLC | 1,047,957 | 1,081,107 | +33,150 (+3.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| SVB WEALTH LLC | 545,667 | 508,406 | -37,261 (-6.8%) |
| B.O.S.S. Retirement Advisors, LLC | 61,743 | 21,827 | -39,916 (-64.6%) |
| Sterling Capital Management LLC | 249,562 | 194,236 | -55,326 (-22.2%) |
| Quantum Portfolio Management LLC | 11,132 | 8,364 | -2,768 (-24.9%) |
| Global Wealth Management Investment Advisory, Inc. | 24,247 | 22,477 | -1,770 (-7.3%) |
| Ashton Thomas Private Wealth, LLC | 30,672 | 19,247 | -11,425 (-37.2%) |
| One Wealth Advisors, LLC | 4,594 | 2,556 | -2,038 (-44.4%) |
| Lido Advisors, LLC | 993,446 | 973,669 | -19,777 (-2.0%) |
| McKinley Carter Wealth Services, Inc. | 13,704 | 10,590 | -3,114 (-22.7%) |
| SOA Wealth Advisors, LLC. | 33,077 | 32,712 | -365 (-1.1%) |
| Brookstone Capital Management | 8,929 | 2,465 | -6,464 (-72.4%) |
| GLOBALT Investments LLC / GA | 66,614 | 65,160 | -1,454 (-2.2%) |
| Fidelis Capital Partners, LLC | 15,678 | 14,645 | -1,033 (-6.6%) |
| Lloyd Advisory Services, LLC. | 8,703 | 8,594 | -109 (-1.3%) |
| Csenge Advisory Group | 57,990 | 57,257 | -733 (-1.3%) |
| MARIPAU WEALTH MANAGEMENT LLC | 3,330 | 3,156 | -174 (-5.2%) |
| Signal Advisors Wealth, LLC | 20,072 | 19,624 | -448 (-2.2%) |
| VICTORY FINANCIAL GROUP, LLC | 8,457 | 8,132 | -325 (-3.8%) |
| Foundations Investment Advisors, LLC | 13,421 | 11,664 | -1,757 (-13.1%) |
| TRUIST FINANCIAL CORP | 184,135 | 179,794 | -4,341 (-2.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| FSA Advisors, Inc. | 5,667 | $498 |
| Tripletail Wealth Management, LLC | 1,000 | $89 |
| GTS SECURITIES LLC | 10,376 | $912 |
| GPS Wealth Strategies Group, LLC | 1,177 | $103 |
| J.W. COLE ADVISORS, INC. | 5,844 | $514 |
| Tower Research Capital LLC (TRC) | 4,983 | $438 |
| EP Wealth Advisors, LLC | 17,005 | $1,432 |
| TWO SIGMA INVESTMENTS, LP | 21,000 | $1,845 |
| Vermillion Wealth Management, Inc. | 220 | $19 |
| JANE STREET GROUP, LLC | 3,874 | $340 |
| Advisory Services Network, LLC | 862 | $76 |
| SIGNATUREFD, LLC | 366 | $32 |
| Ameritas Advisory Services, LLC | 174 | $15 |