Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| RTD Financial Advisors, Inc. | 70,494 | $19,523 |
| Proficio Capital Partners LLC | 118,686 | $32,869 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 3,900 | $1,080 |
| Kovack Advisors, Inc. | 19,180 | $5,312 |
| Parvin Asset Management, LLC | 1,330 | $368 |
| Leo Wealth, LLC | 7,174 | $1,987 |
| RFG Advisory, LLC | 22,283 | $6,171 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 54,281 | $15,033 |
| Linden Thomas Advisory Services, LLC | 3,433 | $951 |
| WBI INVESTMENTS, INC. | 1,179 | $327 |
| Triad Wealth Partners, LLC | 2,196 | $608 |
| FOUNDERS FINANCIAL SECURITIES LLC | 3,495 | $968 |
| Maridea Wealth Management LLC | 1,256 | $348 |
| Garden State Investment Advisory Services LLC | 759 | $210 |
| K.J. Harrison & Partners Inc | 1,072 | $297 |
| Commonwealth Retirement Investments LLC | 373 | $103 |
| Strategic Blueprint, LLC | 1,503 | $416 |
| Beaird Harris Wealth Management, LLC | 953 | $264 |
| Mount Yale Investment Advisors, LLC | 846 | $234 |
| TUCKER ASSET MANAGEMENT LLC | 210 | $58 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Kingdom Financial Group LLC. | 62,354 | 154,568 | +92,214 (+147.9%) |
| Equity Wealth Partners, LLC | 30,576 | 52,948 | +22,372 (+73.2%) |
| HOWARD BAILEY SECURITIES, LLC | 103,846 | 109,752 | +5,906 (+5.7%) |
| FLP Wealth Management, LLC | 5,396 | 27,971 | +22,575 (+418.4%) |
| Boulay Financial Advisors, LLC | 572,205 | 589,152 | +16,947 (+3.0%) |
| LifeWealth Investments, LLC | 100,634 | 109,527 | +8,893 (+8.8%) |
| Seros Financial, LLC | 35,263 | 41,706 | +6,443 (+18.3%) |
| Atwater Malick LLC | 38,270 | 48,958 | +10,688 (+27.9%) |
| Perennial Investment Advisors, LLC | 121,002 | 139,155 | +18,153 (+15.0%) |
| VICTORY FINANCIAL GROUP, LLC | 441,664 | 448,535 | +6,871 (+1.6%) |
| Sculati Wealth Management, LLC | 51,053 | 55,167 | +4,114 (+8.1%) |
| Future Financial Wealth Managment LLC | 19,394 | 21,633 | +2,239 (+11.5%) |
| Prosperity Consulting Group, LLC | 167,301 | 200,596 | +33,295 (+19.9%) |
| Valued Retirements, Inc. | 10,756 | 11,945 | +1,189 (+11.1%) |
| Ameliora Wealth Management Ltd. | 34,067 | 37,364 | +3,297 (+9.7%) |
| Passumpsic Savings Bank | 16,243 | 18,263 | +2,020 (+12.4%) |
| MONECO Advisors, LLC | 127,249 | 136,475 | +9,226 (+7.3%) |
| Paul Damon & Associates, Inc. | 63,515 | 64,954 | +1,439 (+2.3%) |
| Processus Wealth & Capital Management, LLC | 30,804 | 31,762 | +958 (+3.1%) |
| Richard P Slaughter Associates Inc | 152,957 | 155,383 | +2,426 (+1.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| WIN ADVISORS, INC | 71,144 | 1,674 | -69,470 (-97.6%) |
| Elevation Capital Advisory, LLC | 52,003 | 31,055 | -20,948 (-40.3%) |
| B.O.S.S. Retirement Advisors, LLC | 37,073 | 13,109 | -23,964 (-64.6%) |
| Hidden Cove Wealth Management, LLC | 79,522 | 75,940 | -3,582 (-4.5%) |
| Intelligence Driven Advisers, LLC | 267,295 | 248,596 | -18,699 (-7.0%) |
| SVB WEALTH LLC | 321,996 | 302,455 | -19,541 (-6.1%) |
| FIRST CITIZENS INVESTOR SERVICES, INC. | 275,704 | 272,944 | -2,760 (-1.0%) |
| FORONJY FINANCIAL LLC | 29,065 | 26,849 | -2,216 (-7.6%) |
| Portfolio Strategies, Inc. | 260,376 | 253,178 | -7,198 (-2.8%) |
| Darwin Wealth Management, LLC | 15,531 | 3,265 | -12,266 (-79.0%) |
| JSF Financial, LLC | 72,640 | 69,692 | -2,948 (-4.1%) |
| Providence Financial Advisors, LLC | 25,587 | 24,668 | -919 (-3.6%) |
| Rossby Financial, LCC | 12,975 | 852 | -12,123 (-93.4%) |
| Bluesphere Advisors, LLC | 42,820 | 41,418 | -1,402 (-3.3%) |
| Compton Wealth Advisory Group, LLC | 119,680 | 118,232 | -1,448 (-1.2%) |
| Financial Freedom, LLC | 16,728 | 14,785 | -1,943 (-11.6%) |
| Lloyd Advisory Services, LLC. | 10,290 | 5,134 | -5,156 (-50.1%) |
| Onyx Bridge Wealth Group LLC | 39,706 | 19,834 | -19,872 (-50.0%) |
| Benchmark Financial Wealth Advisors, LLC | 43,060 | 42,143 | -917 (-2.1%) |
| TIAA TRUST, NATIONAL ASSOCIATION | 5,943,258 | 5,878,296 | -64,962 (-1.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Consolidated Portfolio Review Corp | 22,267 | $6,093 |
| Ethos Financial Group, LLC | 30,000 | $8,210 |
| FSA Advisors, Inc. | 3,022 | $827 |
| Global View Capital Management LLC | 10,024 | $2,743 |
| Clark Capital Management Group, Inc. | 251,390 | $68,793 |
| Centennial Wealth Advisory LLC | 6,396 | $1,750 |
| apricus wealth, LLC | 1,340 | $367 |
| SigFig Wealth Management, LLC | 14,460 | $3,932 |
| LIBRA WEALTH LLC | 1,525 | $417 |
| B. Riley Wealth Advisors, Inc. | 7,136 | $1,953 |
| Colonial River Wealth Management, LLC | 895 | $245 |
| Headlands Technologies LLC | 1,388 | $380 |
| Ausdal Financial Partners, Inc. | 2,147 | $588 |
| RICHARDSON FINANCIAL SERVICES INC. | 179 | $49 |
| TUDOR INVESTMENT CORP ET AL | 15,348 | $4,200 |
| Tower Research Capital LLC (TRC) | 1,689 | $462 |
| Destination Wealth Management | 1,589 | $435 |
| Csenge Advisory Group | 948 | $259 |
| Grey Fox Wealth Advisors, LLC | 266 | $73 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,954 | $808 |