Ticker: BGRN CUSIP: 46435U440 Class: USD GRN BOND ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| ZEVIN ASSET MANAGEMENT LLC | 37,144 | $1,781 |
| GWN SECURITIES INC. | 4,830 | $232 |
| Lodestone Wealth Management LLC | 640 | $31 |
| EP Wealth Advisors, LLC | 7,232 | $347 |
| Triumph Capital Management | 214 | $10 |
| Thrivent Financial for Lutherans | 6,337 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Laurel Wealth Planning LLC | 64,946 | 69,660 | +4,714 (+7.3%) |
| SEEDS INVESTOR LLC | 118,074 | 129,219 | +11,145 (+9.4%) |
| Equita Financial Network, Inc. | 17,141 | 23,812 | +6,671 (+38.9%) |
| Values Added Financial LLC | 8,225 | 13,366 | +5,141 (+62.5%) |
| Plum Street Advisors, LLC | 44,264 | 46,696 | +2,432 (+5.5%) |
| XY Planning Network, Inc. | 5,386 | 12,873 | +7,487 (+139.0%) |
| Empower Advisory Group, LLC | 1,076,725 | 1,270,352 | +193,627 (+18.0%) |
| MERCER GLOBAL ADVISORS INC /ADV | 946,916 | 1,008,312 | +61,396 (+6.5%) |
| Brio Consultants, LLC | 19,868 | 21,550 | +1,682 (+8.5%) |
| LRI Investments, LLC | 3,111 | 6,076 | +2,965 (+95.3%) |
| Johnson Financial Group, LLC | 14,028 | 16,340 | +2,312 (+16.5%) |
| Private Wealth Management Group, LLC | 26,367 | 26,648 | +281 (+1.1%) |
| Creative Planning | 158,042 | 177,978 | +19,936 (+12.6%) |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 43,123 | 46,695 | +3,572 (+8.3%) |
| Betterment LLC | 1,259,094 | 1,345,583 | +86,489 (+6.9%) |
| Northwest & Ethical Investments L.P. | 19,096 | 21,656 | +2,560 (+13.4%) |
| BANK OF AMERICA CORP /DE/ | 329,992 | 345,000 | +15,008 (+4.5%) |
| PRINCIPAL SECURITIES, INC. | 10,875 | 13,684 | +2,809 (+25.8%) |
| ROYAL BANK OF CANADA | 238,826 | 250,493 | +11,667 (+4.9%) |
| LPL Financial LLC | 157,680 | 168,609 | +10,929 (+6.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Impact Investors, Inc | 157,099 | 152,779 | -4,320 (-2.7%) |
| Francis Financial, Inc. | 265,364 | 254,269 | -11,095 (-4.2%) |
| Invera Wealth Advisors, LLC | 25,783 | 23,812 | -1,971 (-7.6%) |
| Aprio Wealth Management, LLC | 14,153 | 12,251 | -1,902 (-13.4%) |
| WELLS FARGO & COMPANY/MN | 38,538 | 1,807 | -36,731 (-95.3%) |
| CITADEL ADVISORS LLC | 43,324 | 23,625 | -19,699 (-45.5%) |
| Modern Wealth Management, LLC | 32,498 | 30,468 | -2,030 (-6.2%) |
| Bank Julius Baer & Co. Ltd, Zurich | 50,500 | 45,000 | -5,500 (-10.9%) |
| ENVESTNET ASSET MANAGEMENT INC | 121,887 | 113,413 | -8,474 (-7.0%) |
| OSAIC HOLDINGS, INC. | 17,982 | 14,129 | -3,853 (-21.4%) |
| AMERIPRISE FINANCIAL INC | 14,117 | 10,522 | -3,595 (-25.5%) |
| MORGAN STANLEY | 3,726 | 256 | -3,470 (-93.1%) |
| Savant Capital, LLC | 15,784 | 14,648 | -1,136 (-7.2%) |
| CITIGROUP INC | 10,658 | 9,615 | -1,043 (-9.8%) |
| Federation des caisses Desjardins du Quebec | 1,718 | 1,505 | -213 (-12.4%) |
| WealthShield Partners, LLC | 2,359 | 2,248 | -111 (-4.7%) |
| MML INVESTORS SERVICES, LLC | 8,305 | 8,161 | -144 (-1.7%) |
| NATIONAL BANK OF CANADA /FI/ | 738 | 638 | -100 (-13.6%) |
| Archer Investment Corp | 477 | 463 | -14 (-2.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Blue Barn Wealth, LLC | 16,633 | $801 |
| Sonoma Allocations LLC | 8,176 | $395 |
| JANE STREET GROUP, LLC | 81,213 | $3,909 |
| Ameritas Advisory Services, LLC | 2,356 | $113 |
| Focus Partners Wealth | 4,238 | $204 |
| Advisory Services Network, LLC | 1,762 | $85 |
| Providence Capital Advisors, LLC | 117 | $6 |
| GPS Wealth Strategies Group, LLC | 103 | $5 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 4 | $0 |