Ticker: INTF CUSIP: 46434V274 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Conrad Siegel Investment Advisors, Inc. | 314,671 | $11,879 |
| Ipsen Advisor Group LLC | 64,028 | $2,417 |
| AlphaCore Capital LLC | 620,578 | $23,427 |
| Sequoia Financial Advisors, LLC | 792,855 | $29,930 |
| Lynx Investment Advisory | 8,867 | $335 |
| Schrum Private Wealth Management LLC | 5,330 | $201 |
| SUMMIT WEALTH GROUP LLC / CO | 13,579 | $513 |
| Buckingham Strategic Partners | 7,046 | $266 |
| D.A. DAVIDSON & CO. | 5,776 | $218 |
| MASECO LLP | 1,417 | $53 |
| BlackRock, Inc. | 4,713 | $178 |
| AMERIFLEX GROUP, INC. | 194 | $7 |
| SRS Capital Advisors, Inc. | 890 | $34 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 101 | $4 |
| Legacy Wealth Managment, LLC/ID | 38 | $1 |
| NATIXIS ADVISORS, L.P. | 10,758 | $0 |
| TSFG, LLC | 55 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Tolleson Wealth Management, Inc. | 2,986,411 | 3,114,766 | +128,355 (+4.3%) |
| Obsido Oy | 280,541 | 296,767 | +16,226 (+5.8%) |
| Strategic Financial Services, Inc, | 8,598,454 | 8,690,116 | +91,662 (+1.1%) |
| Weil Company, Inc. | 422,418 | 452,207 | +29,789 (+7.1%) |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3,262,856 | 3,330,873 | +68,017 (+2.1%) |
| Heck Capital Advisors, LLC | 63,181 | 344,720 | +281,539 (+445.6%) |
| New Insight Wealth Advisors | 30,026 | 75,672 | +45,646 (+152.0%) |
| Compound Planning, Inc. | 1,960,755 | 2,005,671 | +44,916 (+2.3%) |
| MERIDIAN MANAGEMENT CO | 266,839 | 270,992 | +4,153 (+1.6%) |
| DDFG, Inc | 279,158 | 284,235 | +5,077 (+1.8%) |
| Thrive Wealth Management, LLC | 336,026 | 343,363 | +7,337 (+2.2%) |
| Gallacher Capital Management LLC | 31,397 | 38,971 | +7,574 (+24.1%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17,242,564 | 19,066,471 | +1,823,907 (+10.6%) |
| MAGNOLIA CAPITAL ADVISORS LLC | 48,929 | 59,213 | +10,284 (+21.0%) |
| Western Wealth Management, LLC | 7,886 | 60,402 | +52,516 (+665.9%) |
| Acropolis Investment Management, LLC | 303,958 | 333,784 | +29,826 (+9.8%) |
| Beirne Wealth Consulting Services, LLC | 108,716 | 110,573 | +1,857 (+1.7%) |
| Vise Technologies, Inc. | 68,612 | 130,105 | +61,493 (+89.6%) |
| CABOT WEALTH MANAGEMENT INC | 62,711 | 67,808 | +5,097 (+8.1%) |
| SAGESPRING WEALTH PARTNERS, LLC | 173,353 | 188,820 | +15,467 (+8.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Horizon Family Wealth, Inc. | 129,844 | 113,756 | -16,088 (-12.4%) |
| Stonebridge Wealth Management, LLC | 65,976 | 60,491 | -5,485 (-8.3%) |
| Stokes Family Office, LLC | 378,402 | 279,707 | -98,695 (-26.1%) |
| RHS Financial, LLC | 122,991 | 121,246 | -1,745 (-1.4%) |
| Integrated Wealth Concepts LLC | 661,602 | 36,186 | -625,416 (-94.5%) |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 297,126 | 231,887 | -65,239 (-22.0%) |
| Archer Investment Management, LLC | 30,518 | 29,372 | -1,146 (-3.8%) |
| Citizens National Bank Trust Department | 133,148 | 131,416 | -1,732 (-1.3%) |
| Baker Ellis Asset Management LLC | 27,300 | 20,000 | -7,300 (-26.7%) |
| Modern Wealth Management, LLC | 773,258 | 757,507 | -15,751 (-2.0%) |
| FOSTER & MOTLEY INC | 400,405 | 387,792 | -12,613 (-3.2%) |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 49,147 | 17,258 | -31,889 (-64.9%) |
| LINCOLN CAPITAL CORP | 40,542 | 39,487 | -1,055 (-2.6%) |
| Atria Investments, Inc | 100,593 | 77,004 | -23,589 (-23.4%) |
| Operose Advisors LLC | 2,531 | 800 | -1,731 (-68.4%) |
| GOLDMAN SACHS GROUP INC | 200,489 | 15,507 | -184,982 (-92.3%) |
| Kestra Advisory Services, LLC | 103,838 | 86,984 | -16,854 (-16.2%) |
| SigFig Wealth Management, LLC | 120,792 | 118,114 | -2,678 (-2.2%) |
| UBS Group AG | 430,952 | 388,268 | -42,684 (-9.9%) |
| JPMORGAN CHASE & CO | 782,690 | 752,700 | -29,990 (-3.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Newbridge Financial Services Group, Inc. | 26,507 | $952 |
| GeoWealth Management, LLC | 10,094 | $362 |
| GTS SECURITIES LLC | 6,342 | $228 |
| JANE STREET GROUP, LLC | 216,146 | $7,762 |
| Advisory Services Network, LLC | 6,000 | $215 |
| CITADEL ADVISORS LLC | 20,605 | $740 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,394 | $481 |
| Financial Engines Advisors L.L.C. | 6,141 | $221 |
| North Capital, Inc. | 109 | $4 |
| CX Institutional | 6,783 | $0 |
| Ameritas Advisory Services, LLC | 329 | $12 |