Ticker: IBHG CUSIP: 46436E478 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 208,868 | $4,662 |
| EVEXIA WEALTH LLC | 100,004 | $2,235 |
| THREADGILL FINANCIAL, LLC | 13,421 | $861 |
| Timber Creek Capital Management LLC | 30,894 | $690 |
| COWA, LLC | 17,650 | $394 |
| Hobbs Group Advisors, LLC | 17,173 | $383 |
| Friedenthal Financial | 7,424 | $166 |
| High Falls Advisors, Inc | 10,248 | $229 |
| Mayflower Financial Advisors, LLC | 15,662 | $350 |
| LIBERTY WEALTH MANAGEMENT LLC | 8,976 | $200 |
| CNB Bank | 2,293 | $51 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 10,000 | $223 |
| GREAT VALLEY ADVISOR GROUP, INC. | 22,871 | $510 |
| Foundations Investment Advisors, LLC | 23,465 | $524 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 9,185 | $205 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4,445 | $99 |
| Pure Financial Advisors, LLC | 13,104 | $292 |
| World Investment Advisors | 10,930 | $244 |
| Creative Planning | 23,168 | $517 |
| Focus Partners Wealth | 13,378 | $299 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Hurley Capital, LLC | 174,628 | 187,650 | +13,022 (+7.5%) |
| LBMC INVESTMENT ADVISORS, LLC | 1,458,696 | 1,574,653 | +115,957 (+7.9%) |
| Carr Financial Group Corp | 15,716 | 87,033 | +71,317 (+453.8%) |
| Commonwealth Financial Services, LLC | 347,663 | 362,662 | +14,999 (+4.3%) |
| EIGHT 31 FINANCIAL, LLC | 100,884 | 106,201 | +5,317 (+5.3%) |
| Rialto Wealth Management, LLC | 23,377 | 55,006 | +31,629 (+135.3%) |
| OLD MISSION CAPITAL LLC | 11,676 | 313,660 | +301,984 (+2586.4%) |
| Ironwood Financial, llc | 130,670 | 154,545 | +23,875 (+18.3%) |
| Federation des caisses Desjardins du Quebec | 29,802 | 921,274 | +891,472 (+2991.3%) |
| Straight Path Wealth Management | 107,563 | 116,749 | +9,186 (+8.5%) |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 12,239 | 16,727 | +4,488 (+36.7%) |
| Penobscot Investment Management Company, Inc. | 55,050 | 83,400 | +28,350 (+51.5%) |
| Guidance Point Advisors, LLC | 11,218 | 21,535 | +10,317 (+92.0%) |
| Tempus Wealth Planning, LLC | 30,815 | 38,609 | +7,794 (+25.3%) |
| High Note Wealth, LLC | 3,551 | 10,713 | +7,162 (+201.7%) |
| Helen Stephens Group, LLC | 15,317 | 20,451 | +5,134 (+33.5%) |
| Heartland Bank & Trust Co | 31,641 | 33,434 | +1,793 (+5.7%) |
| Madden Advisory Services, Inc. | 9,215 | 10,990 | +1,775 (+19.3%) |
| Klaas Financial Asset Advisors, LLC | 21,306 | 25,301 | +3,995 (+18.8%) |
| Spire Wealth Management | 5,947 | 16,413 | +10,466 (+176.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Sightline Wealth Advisors, LLC | 61,778 | 36,106 | -25,672 (-41.6%) |
| WRAPMANAGER INC | 44,663 | 36,971 | -7,692 (-17.2%) |
| Landing Point Financial Group, LLC | 23,413 | 20,811 | -2,602 (-11.1%) |
| TABLEAUX LLC | 11,658 | 9,092 | -2,566 (-22.0%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 820,600 | 62,967 | -757,633 (-92.3%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 369,401 | 76,456 | -292,945 (-79.3%) |
| Mutual Advisors, LLC | 335,264 | 325,723 | -9,541 (-2.8%) |
| J.W. COLE ADVISORS, INC. | 220,044 | 212,637 | -7,407 (-3.4%) |
| Windsor Capital Management, LLC | 12,126 | 10,900 | -1,226 (-10.1%) |
| OSAIC HOLDINGS, INC. | 741,320 | 697,958 | -43,362 (-5.8%) |
| MORGAN STANLEY | 221,332 | 192,290 | -29,042 (-13.1%) |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 28,328 | 21,659 | -6,669 (-23.5%) |
| HARBOUR INVESTMENTS, INC. | 570 | 71 | -499 (-87.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Cyr Financial Inc. | 10,334 | $232 |
| Consolidated Portfolio Review Corp | 23,219 | $522 |
| SkyView Investment Advisors, LLC | 15,321 | $0 |
| JPMORGAN CHASE & CO | 34,330 | $772 |
| CITADEL ADVISORS LLC | 9,477 | $213 |
| PRINCIPAL SECURITIES, INC. | 902 | $20 |
| Clearstead Advisors, LLC | 196 | $4 |