Ticker: IWL CUSIP: 464289446 Class: RUS TOP 200 ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| MONEYWISE, INC. | 8,425 | $1,438 |
| FIRST AMERICAN TRUST, FSB | 31,762 | $5,420 |
| Annex Advisory Services, LLC | 75,809 | $12,935 |
| COMMERCE BANK | 173,607 | $29,623 |
| Bison Wealth, LLC | 12,074 | $1,937 |
| Stokes Family Office, LLC | 4,330 | $739 |
| JUNCTURE WEALTH STRATEGIES, LLC | 1,177 | $201 |
| Kelly Financial Services LLC | 1,224 | $209 |
| BOKF, NA | 13,045 | $2,226 |
| Vise Technologies, Inc. | 5,554 | $948 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 3,562 | $608 |
| HOWE & RUSLING INC | 919 | $157 |
| Covestor Ltd | 413 | $0 |
| MidAtlantic Capital Management, Inc. | 29 | $5 |
| Elevated Capital Advisors, LLC | 46 | $8 |
| BLAIR WILLIAM & CO/IL | 140 | $24 |
| NATIONAL BANK OF CANADA /FI/ | 69 | $12 |
| CIBC Private Wealth Group, LLC | 42 | $7 |
| Global Retirement Partners, LLC | 29 | $5 |
| Lloyd Advisory Services, LLC. | 1 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Richmond Investment Services, LLC | 386,012 | 396,436 | +10,424 (+2.7%) |
| TOMPKINS FINANCIAL CORP | 552,851 | 571,143 | +18,292 (+3.3%) |
| MANCHESTER FINANCIAL INC | 116,313 | 118,491 | +2,178 (+1.9%) |
| Forefront Wealth Partners, LLC | 9,621 | 10,738 | +1,117 (+11.6%) |
| SILVER OAK SECURITIES, INCORPORATED | 8,438 | 12,968 | +4,530 (+53.7%) |
| Grant Street Asset Management, Inc. | 21,718 | 22,382 | +664 (+3.1%) |
| Lido Advisors, LLC | 332,966 | 382,370 | +49,404 (+14.8%) |
| Stratos Wealth Partners, LTD. | 42,816 | 52,300 | +9,484 (+22.2%) |
| Breakwater Capital Group | 3,530 | 4,374 | +844 (+23.9%) |
| CreativeOne Wealth, LLC | 18,868 | 21,585 | +2,717 (+14.4%) |
| Farther Finance Advisors, LLC | 45 | 5,248 | +5,203 (+11562.2%) |
| COZAD ASSET MANAGEMENT INC | 6,881 | 7,673 | +792 (+11.5%) |
| Kendall Capital Management | 1,990 | 2,290 | +300 (+15.1%) |
| Kestra Advisory Services, LLC | 25,052 | 31,458 | +6,406 (+25.6%) |
| BANK OF AMERICA CORP /DE/ | 622,338 | 684,447 | +62,109 (+10.0%) |
| Investors Research Corp | 2,750 | 3,036 | +286 (+10.4%) |
| MORGAN STANLEY | 683,255 | 728,697 | +45,442 (+6.7%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 86,161 | 99,550 | +13,389 (+15.5%) |
| LPL Financial LLC | 261,275 | 283,567 | +22,292 (+8.5%) |
| GTS SECURITIES LLC | 1,505 | 2,550 | +1,045 (+69.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| FreeGulliver LLC | 241,260 | 219,255 | -22,005 (-9.1%) |
| KM Capital Management Ltd. | 90,509 | 77,787 | -12,722 (-14.1%) |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 91,844 | 73,440 | -18,404 (-20.0%) |
| Gilbert & Cook, Inc. | 515,613 | 509,259 | -6,354 (-1.2%) |
| Reliant Wealth Planning | 201,622 | 199,143 | -2,479 (-1.2%) |
| Holos Integrated Wealth LLC | 37,118 | 35,641 | -1,477 (-4.0%) |
| Strategic Equity Management | 40,061 | 37,156 | -2,905 (-7.3%) |
| ARCADIA INVESTMENT ADVISORS LLC | 73,199 | 72,435 | -764 (-1.0%) |
| Noble Family Wealth, LLC | 24,961 | 22,007 | -2,954 (-11.8%) |
| McKinley Carter Wealth Services, Inc. | 135,879 | 129,261 | -6,618 (-4.9%) |
| Mason & Associates, LLC | 18,986 | 18,065 | -921 (-4.9%) |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 24,013 | 20,807 | -3,206 (-13.4%) |
| Capital Analysts, LLC | 19,885 | 654 | -19,231 (-96.7%) |
| WIN ADVISORS, INC | 11,399 | 11,217 | -182 (-1.6%) |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 2,982 | 1,732 | -1,250 (-41.9%) |
| SOA Wealth Advisors, LLC. | 19,754 | 19,078 | -676 (-3.4%) |
| Merkkuri Wealth Advisors LLC | 1,641 | 1,354 | -287 (-17.5%) |
| Asset Allocation Strategies LLC | 6,791 | 6,295 | -496 (-7.3%) |
| FIRST CITIZENS BANK & TRUST CO | 58,874 | 56,328 | -2,546 (-4.3%) |
| Buckingham Strategic Partners | 17,967 | 13,577 | -4,390 (-24.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Elevation Capital Advisory, LLC | 2,443 | $406 |
| Apeiron RIA LLC | 1,608 | $266 |
| Tower Research Capital LLC (TRC) | 2,744 | $456 |
| IFG Advisory, LLC | 1,567 | $260 |
| Diversified Trust Co | 2,859 | $475 |
| BANK OF NOVA SCOTIA | 17,000 | $2,824 |
| TWO SIGMA INVESTMENTS, LP | 15,900 | $2,641 |
| Truvestments Capital LLC | 369 | $61 |
| Root Financial Partners, LLC | 228 | $38 |
| Advisory Services Network, LLC | 249 | $41 |
| Grey Fox Wealth Advisors, LLC | 52 | $9 |
| FLAGSHIP WEALTH ADVISORS, LLC | 35 | $6 |
| HRT FINANCIAL LP | 2,366 | $0 |