Ticker: IBTI CUSIP: 46436E833 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| COLTON GROOME FINANCIAL ADVISORS, LLC | 235,073 | $5,257 |
| Delta Wealth Advisors LLC | 53,830 | $1,204 |
| Lantz Financial LLC | 119,081 | $2,663 |
| Brookstone Capital Management | 1,369,553 | $30,630 |
| Kerntke Otto McGlone Wealth Management Group | 28,191 | $630 |
| GOULD ASSET MANAGEMENT LLC /CA/ | 94,005 | $2,102 |
| Portland Global Advisors LLC | 141,011 | $3,154 |
| Chris Bulman Inc | 32,306 | $723 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 26,174 | $585 |
| BIP Wealth, LLC | 238,127 | $5,326 |
| TFR Capital, LLC. | 16,369 | $366 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 11,173 | $250 |
| Ashton Thomas Private Wealth, LLC | 144,539 | $3,233 |
| Spectrum Asset Management, Inc. (NB/CA) | 13,803 | $309 |
| HANOVER ADVISORS INC | 10,569 | $236 |
| Gilbert & Cook, Inc. | 26,806 | $600 |
| Old Port Advisors | 13,501 | $302 |
| Raab & Moskowitz Asset Management LLC | 9,733 | $218 |
| Conrad Siegel Investment Advisors, Inc. | 9,577 | $214 |
| Modern Wealth Management, LLC | 68,981 | $1,543 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| MKT Advisors LLC | 526,323 | 784,305 | +257,982 (+49.0%) |
| Financial Advisory Corp | 818,740 | 981,842 | +163,102 (+19.9%) |
| MOSELEY INVESTMENT MANAGEMENT INC | 651,411 | 704,196 | +52,785 (+8.1%) |
| Horizon Advisory Services, Inc. | 855,901 | 881,455 | +25,554 (+3.0%) |
| Carmel Capital Partners, LLC | 188,185 | 269,864 | +81,679 (+43.4%) |
| EIGHT 31 FINANCIAL, LLC | 404,376 | 424,922 | +20,546 (+5.1%) |
| Wealth Management Strategies, Inc. | 434,019 | 456,598 | +22,579 (+5.2%) |
| SHELTON WEALTH MANAGEMENT, LLC | 365,038 | 389,577 | +24,539 (+6.7%) |
| Asset Advisors Investment Management, LLC | 1,051,344 | 1,152,610 | +101,266 (+9.6%) |
| Horizons Wealth Management | 3,331 | 50,686 | +47,355 (+1421.6%) |
| Scissortail Wealth Management, LLC | 428,929 | 451,382 | +22,453 (+5.2%) |
| Essential Planning, LLC. | 12,499 | 95,604 | +83,105 (+664.9%) |
| Krilogy Financial LLC | 118,023 | 572,813 | +454,790 (+385.3%) |
| CHATHAM CAPITAL GROUP, INC. | 59,650 | 144,600 | +84,950 (+142.4%) |
| JIM SAULNIER & ASSOCIATES, LLC | 107,032 | 115,801 | +8,769 (+8.2%) |
| Journey Advisory Group, LLC | 818,071 | 845,879 | +27,808 (+3.4%) |
| FCA CORP /TX | 208,649 | 219,760 | +11,111 (+5.3%) |
| Northstar Group, Inc. | 269,855 | 300,873 | +31,018 (+11.5%) |
| HM PAYSON & CO | 79,238 | 618,956 | +539,718 (+681.1%) |
| Asset Dedication, LLC | 46,646 | 157,804 | +111,158 (+238.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Probity Advisors, Inc. | 477,285 | 421,498 | -55,787 (-11.7%) |
| RFP Financial Group LLC | 24,027 | 11,663 | -12,364 (-51.5%) |
| Cyr Financial Inc. | 11,645 | 9,485 | -2,160 (-18.5%) |
| CENTRAL TRUST Co | 297,888 | 273,809 | -24,079 (-8.1%) |
| ENVESTNET ASSET MANAGEMENT INC | 875,334 | 90,807 | -784,527 (-89.6%) |
| PARK AVENUE SECURITIES LLC | 240,088 | 106,918 | -133,170 (-55.5%) |
| EVEXIA WEALTH LLC | 23,447 | 21,785 | -1,662 (-7.1%) |
| TRANSCEND CAPITAL ADVISORS, LLC | 118,550 | 115,550 | -3,000 (-2.5%) |
| STAR Financial Bank | 16,053 | 15,451 | -602 (-3.8%) |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 13,081 | 11,178 | -1,903 (-14.5%) |
| GOLDMAN SACHS GROUP INC | 124,256 | 35,420 | -88,836 (-71.5%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 115,611 | 63,547 | -52,064 (-45.0%) |
| Crews Bank & Trust | 16,475 | 15,100 | -1,375 (-8.3%) |
| Robbins Farley | 1,746 | 1,121 | -625 (-35.8%) |
| Allworth Financial LP | 142,450 | 135,502 | -6,948 (-4.9%) |
| TRUIST FINANCIAL CORP | 97,095 | 88,271 | -8,824 (-9.1%) |
| CARY STREET PARTNERS FINANCIAL LLC | 41,243 | 38,834 | -2,409 (-5.8%) |
| Cambridge Financial Group, LLC | 11,704 | 11,498 | -206 (-1.8%) |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 161,909 | 158,622 | -3,287 (-2.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Cornerstone Planning, LLC | 120,926 | $2,649 |
| Strategic Blueprint, LLC | 236,232 | $5,288 |
| Consolidated Portfolio Review Corp | 45,343 | $1,015 |
| United Community Bank | 11,520 | $258 |
| HAMEL ASSOCIATES, INC. | 11,048 | $247 |
| Strategic Financial Concepts, LLC | 12,525 | $280 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,265 | $252 |
| Berger Financial Group, Inc | 9,601 | $215 |
| Federation des caisses Desjardins du Quebec | 70,587 | $1,580 |
| CITADEL ADVISORS LLC | 133,127 | $2,980 |
| BLAIR WILLIAM & CO/IL | 1,082 | $24 |
| GPS Wealth Strategies Group, LLC | 276 | $6 |
| LOGAN CAPITAL MANAGEMENT INC | 306 | $7 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 189 | $4 |
| Clearstead Advisors, LLC | 153 | $3 |