Ticker: IGRO CUSIP: 46435G524 Class: INTL DIV GRWTH
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Rothschild Wealth LLC | 113,345 | $9,382 |
| John W. Brooker & Co., CPAs | 6,092 | $504 |
| MidAtlantic Capital Management, Inc. | 1,959 | $162 |
| Kovack Advisors, Inc. | 13,727 | $1,136 |
| True Wealth Design, LLC | 2,940 | $243 |
| KINGSWOOD WEALTH ADVISORS, LLC | 7,984 | $661 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | 2,781 | $230 |
| CHATHAM CAPITAL GROUP, INC. | 2,735 | $226 |
| Tennessee Valley Asset Management Partners | 2,746 | $227 |
| Triumph Capital Management | 1,351 | $112 |
| Consolidated Planning Corp | 2,425 | $201 |
| Perennial Investment Advisors, LLC | 2,521 | $209 |
| Arkadios Wealth Advisors | 5,691 | $471 |
| Annex Advisory Services, LLC | 4,937 | $409 |
| Commonwealth Retirement Investments LLC | 490 | $41 |
| JANE STREET GROUP, LLC | 37,248 | $3,083 |
| GOLDMAN SACHS GROUP INC | 19,569 | $1,620 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,307 | $439 |
| SRS Capital Advisors, Inc. | 1,044 | $86 |
| Ronald Blue Trust, Inc. | 1,275 | $106 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| AJ Advisors, LLC | 405,431 | 429,277 | +23,846 (+5.9%) |
| Lynx Investment Advisory | 74,062 | 75,307 | +1,245 (+1.7%) |
| TrueWealth Advisors, LLC | 78,173 | 85,048 | +6,875 (+8.8%) |
| Goepper Burkhardt LLC | 17,702 | 30,410 | +12,708 (+71.8%) |
| LifeGoal Investments, LLC | 16,448 | 20,342 | +3,894 (+23.7%) |
| Concord Asset Management, LLC/VA | 77,340 | 81,375 | +4,035 (+5.2%) |
| Concord Wealth Partners | 77,849 | 82,479 | +4,630 (+5.9%) |
| Fifth Third Securities, Inc. | 143,115 | 149,024 | +5,909 (+4.1%) |
| Baltimore-Washington Financial Advisors, Inc. | 155,882 | 167,855 | +11,973 (+7.7%) |
| MAI Capital Management | 360 | 87,850 | +87,490 (+24302.8%) |
| Detalus Advisors, LLC | 9,679 | 12,215 | +2,536 (+26.2%) |
| Paul Damon & Associates, Inc. | 13,507 | 14,295 | +788 (+5.8%) |
| Golden State Wealth Management, LLC | 23,754 | 26,561 | +2,807 (+11.8%) |
| RAYMOND JAMES FINANCIAL INC | 153,931 | 421,078 | +267,147 (+173.5%) |
| GTS SECURITIES LLC | 2,558 | 8,349 | +5,791 (+226.4%) |
| Clarity Asset Management, Inc. | 11,153 | 11,355 | +202 (+1.8%) |
| Beacon Pointe Advisors, LLC | 104,640 | 119,943 | +15,303 (+14.6%) |
| BOURGEON CAPITAL MANAGEMENT LLC | 12,366 | 13,229 | +863 (+7.0%) |
| Kestra Advisory Services, LLC | 10,332 | 30,415 | +20,083 (+194.4%) |
| Larson Financial Group LLC | 27,461 | 30,438 | +2,977 (+10.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Imprint Wealth LLC | 2,945 | 723 | -2,222 (-75.4%) |
| Vestmark Advisory Solutions, Inc. | 269,718 | 40,350 | -229,368 (-85.0%) |
| ShoreHaven Wealth Partners, LLC | 17,378 | 7,853 | -9,525 (-54.8%) |
| WealthPlan Investment Management, LLC | 177,874 | 167,647 | -10,227 (-5.7%) |
| WealthPLAN Partners, LLC | 86,510 | 82,622 | -3,888 (-4.5%) |
| FLOW TRADERS U.S. LLC | 80,814 | 9,882 | -70,932 (-87.8%) |
| CFS Investment Advisory Services, LLC | 22,298 | 11,735 | -10,563 (-47.4%) |
| Kraft, Davis & Associates, LLC | 27,601 | 25,887 | -1,714 (-6.2%) |
| Diversify Advisory Services, LLC | 73,610 | 57,838 | -15,772 (-21.4%) |
| Cetera Investment Advisers | 455,622 | 104,108 | -351,514 (-77.2%) |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 14,825 | 5,167 | -9,658 (-65.1%) |
| ENVESTNET ASSET MANAGEMENT INC | 643,742 | 92,887 | -550,855 (-85.6%) |
| ASSETMARK, INC | 93,949 | 3,003 | -90,946 (-96.8%) |
| Northwest & Ethical Investments L.P. | 94,762 | 85,602 | -9,160 (-9.7%) |
| Envestnet Portfolio Solutions, Inc. | 56,750 | 3,538 | -53,212 (-93.8%) |
| LPL Financial LLC | 853,271 | 461,166 | -392,105 (-46.0%) |
| Sanctuary Advisors, LLC | 116,747 | 84,913 | -31,834 (-27.3%) |
| CreativeOne Wealth, LLC | 51,463 | 43,562 | -7,901 (-15.4%) |
| MML INVESTORS SERVICES, LLC | 87,502 | 45,519 | -41,983 (-48.0%) |
| GHP Investment Advisors, Inc. | 59,667 | 56,821 | -2,846 (-4.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Proficio Capital Partners LLC | 41,110 | $3,275 |
| Avantra Family Wealth, Inc. | 3,845 | $306 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 38,595 | $3,075 |
| Fortis Advisors, LLC | 3,424 | $273 |
| Integrated Advisors Network LLC | 32,585 | $2,596 |
| Synergy Investment Management, LLC | 3,896 | $310 |
| JB Capital LLC | 24,023 | $1,914 |
| Invst, LLC | 9,128 | $727 |
| Quadrant Private Wealth Management, LLC | 4,244 | $338 |
| Urban Wealth Management, LLC | 500 | $29 |
| LGT Financial Advisors LLC | 211 | $17 |
| Sequoia Financial Advisors, LLC | 18,799 | $1,498 |
| GeoWealth Management, LLC | 4,168 | $332 |
| EP Wealth Advisors, LLC | 17,766 | $1,402 |
| SigFig Wealth Management, LLC | 4,100 | $324 |
| IFG Advisory, LLC | 2,677 | $213 |
| GPS Wealth Strategies Group, LLC | 599 | $48 |
| J.W. COLE ADVISORS, INC. | 2,891 | $230 |
| World Investment Advisors | 3,171 | $253 |
| Ameritas Advisory Services, LLC | 1,362 | $109 |