Ticker: EVUS CUSIP: 46436E221 Class: ESG AWR MSCI USA
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Oregon Pacific Wealth Management, LLC | 6,532 | $209 |
| WEALTHGARDEN F.S. LLC | 7,154 | $238 |
| Archer Investment Management, LLC | 8,227 | $264 |
| RCS Financial Planning, LLC | 10,058 | $322 |
| THEORY FINANCIAL LLC | 9,648 | $320 |
| Lifelong Wealth Advisors, Inc. | 10,123 | $324 |
| LifePlan Investment Advisors, Inc. | 6,527 | $209 |
| EQ LLC | 7,995 | $256 |
| Keystone Financial Services | 8,033 | $257 |
| GTS SECURITIES LLC | 38,781 | $1,243 |
| Maia Wealth LLC | 6,023 | $201 |
| Gerber Kawasaki Wealth & Investment Management | 14,121 | $452 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 8,607 | $283 |
| RFG Advisory, LLC | 18,019 | $577 |
| Atria Investments, Inc | 10,997 | $352 |
| Concurrent Investment Advisors, LLC | 7,150 | $229 |
| ROYAL BANK OF CANADA | 13,701 | $439 |
| RAYMOND JAMES FINANCIAL INC | 9,273 | $297 |
| Kestra Advisory Services, LLC | 978 | $31 |
| Physician Wealth Advisors, Inc. | 328 | $11 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| One Wealth Advisors, LLC | 32,749 | 52,004 | +19,255 (+58.8%) |
| Sharkey, Howes & Javer | 24,118 | 42,947 | +18,829 (+78.1%) |
| Horst & Graben Wealth Management LLC | 25,204 | 39,270 | +14,066 (+55.8%) |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 8,202 | 12,222 | +4,020 (+49.0%) |
| Envestnet Portfolio Solutions, Inc. | 405,022 | 666,388 | +261,366 (+64.5%) |
| GeoWealth Management, LLC | 28,992 | 58,198 | +29,206 (+100.7%) |
| Investor's Fiduciary Advisor Network, LLC | 12,732 | 22,087 | +9,355 (+73.5%) |
| ENVESTNET ASSET MANAGEMENT INC | 2,041,243 | 3,334,235 | +1,292,992 (+63.3%) |
| Perigon Wealth Management, LLC | 24,296 | 50,725 | +26,429 (+108.8%) |
| PARK AVENUE SECURITIES LLC | 200,139 | 331,020 | +130,881 (+65.4%) |
| Austin Private Wealth, LLC | 12,164 | 19,394 | +7,230 (+59.4%) |
| Regal Investment Advisors LLC | 11,321 | 17,602 | +6,281 (+55.5%) |
| MML INVESTORS SERVICES, LLC | 91,993 | 168,348 | +76,355 (+83.0%) |
| LPL Financial LLC | 435,444 | 797,952 | +362,508 (+83.3%) |
| Gen-Wealth Partners Inc | 3,550 | 4,997 | +1,447 (+40.8%) |
| OneDigital Investment Advisors LLC | 18,548 | 43,013 | +24,465 (+131.9%) |
| SigFig Wealth Management, LLC | 22,045 | 31,057 | +9,012 (+40.9%) |
| Cetera Investment Advisers | 129,835 | 216,258 | +86,423 (+66.6%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 24,817 | 107,711 | +82,894 (+334.0%) |
| Wealth Alliance | 8,924 | 11,588 | +2,664 (+29.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Buckingham Strategic Partners | 32,310 | 21,403 | -10,907 (-33.8%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,094 | 18,171 | -8,923 (-32.9%) |
| OSAIC HOLDINGS, INC. | 14,521 | 11,622 | -2,899 (-20.0%) |
| MGO ONE SEVEN LLC | 16,629 | 15,990 | -639 (-3.8%) |
| Thrivent Financial for Lutherans | 51,978 | 38,651 | -13,327 (-25.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| JANE STREET GROUP, LLC | 40,767 | $1,282 |
| Integrated Wealth Concepts LLC | 7,053 | $222 |
| Tower Research Capital LLC (TRC) | 1,814 | $57 |
| UBS Group AG | 2,045 | $64 |
| Global Retirement Partners, LLC | 307 | $10 |
| MATHER GROUP, LLC. | 164 | $5 |
| Allworth Financial LP | 5 | $0 |