Ticker: IBTH CUSIP: 46436E841 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Delta Wealth Advisors LLC | 346,594 | $7,788 |
| Chris Bulman Inc | 42,363 | $952 |
| Parkside Financial Bank & Trust | 200,311 | $4,501 |
| Fourth Dimension Wealth, LLC | 44,639 | $1,003 |
| Investor's Fiduciary Advisor Network, LLC | 102,317 | $2 |
| Fulton Bank, N.A. | 365,050 | $8,203 |
| BIP Wealth, LLC | 313,730 | $7,050 |
| Klaas Financial Asset Advisors, LLC | 65,313 | $1,468 |
| Penobscot Investment Management Company, Inc. | 93,800 | $2,108 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 11,120 | $250 |
| Ashton Thomas Private Wealth, LLC | 144,504 | $3,247 |
| VISTA INVESTMENT MANAGEMENT | 12,747 | $286 |
| Gilbert & Cook, Inc. | 26,700 | $600 |
| Carmel Capital Partners, LLC | 10,000 | $225 |
| Prosperity Planning, Inc. | 12,434 | $279 |
| BCS Wealth Management | 15,374 | $345 |
| CreativeOne Wealth, LLC | 53,125 | $1,194 |
| MGO ONE SEVEN LLC | 58,167 | $1,307 |
| O'Brien Wealth Partners LLC | 11,269 | $253 |
| Mill Creek Capital Advisors, LLC | 44,695 | $1,004 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| MKT Advisors LLC | 570,279 | 781,080 | +210,801 (+37.0%) |
| Flavin Financial Services, Inc. | 258,896 | 316,153 | +57,257 (+22.1%) |
| Financial Advisory Corp | 812,850 | 960,093 | +147,243 (+18.1%) |
| Atlantic Private Wealth, LLC | 169,097 | 195,805 | +26,708 (+15.8%) |
| Wealth Management Strategies, Inc. | 484,367 | 515,014 | +30,647 (+6.3%) |
| EIGHT 31 FINANCIAL, LLC | 339,612 | 364,303 | +24,691 (+7.3%) |
| SHELTON WEALTH MANAGEMENT, LLC | 362,348 | 386,888 | +24,540 (+6.8%) |
| HM PAYSON & CO | 6,799,561 | 7,429,326 | +629,765 (+9.3%) |
| Stratos Wealth Advisors, LLC | 36,394 | 802,540 | +766,146 (+2105.1%) |
| Brookstone Capital Management | 11,157 | 1,701,726 | +1,690,569 (+15152.5%) |
| Kovitz Investment Group Partners, LLC | 1,132,878 | 1,940,729 | +807,851 (+71.3%) |
| Kerntke Otto McGlone Wealth Management Group | 60,662 | 75,523 | +14,861 (+24.5%) |
| Asset Advisors Investment Management, LLC | 654,283 | 710,265 | +55,982 (+8.6%) |
| Midwest Professional Planners, LTD. | 168,768 | 205,211 | +36,443 (+21.6%) |
| Journey Advisory Group, LLC | 819,597 | 849,836 | +30,239 (+3.7%) |
| MV CAPITAL MANAGEMENT, INC. | 624,823 | 659,422 | +34,599 (+5.5%) |
| Carnegie Capital Asset Management, LLC | 32,454 | 609,295 | +576,841 (+1777.4%) |
| Merit Financial Group, LLC | 22,950 | 1,169,742 | +1,146,792 (+4996.9%) |
| Old Port Advisors | 320,724 | 327,909 | +7,185 (+2.2%) |
| Connecticut Wealth Management, LLC | 10,073 | 210,168 | +200,095 (+1986.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| TABLEAUX LLC | 149,192 | 109,891 | -39,301 (-26.3%) |
| TRUE Private Wealth Advisors | 1,975,228 | 1,949,885 | -25,343 (-1.3%) |
| Legacy Private Trust Co. | 510,106 | 234,571 | -275,535 (-54.0%) |
| CHATHAM CAPITAL GROUP, INC. | 479,846 | 461,672 | -18,174 (-3.8%) |
| RFP Financial Group LLC | 23,671 | 11,470 | -12,201 (-51.5%) |
| Element Wealth, LLC | 39,326 | 30,281 | -9,045 (-23.0%) |
| CNB Bank | 11,216 | 4,043 | -7,173 (-64.0%) |
| CENTRAL TRUST Co | 328,802 | 252,747 | -76,055 (-23.1%) |
| Lantz Financial LLC | 120,428 | 116,801 | -3,627 (-3.0%) |
| Steward Partners Investment Advisory, LLC | 356,115 | 243,139 | -112,976 (-31.7%) |
| 4J Wealth Management LLC | 37,420 | 36,491 | -929 (-2.5%) |
| Hara Capital LLC | 7,399 | 5,697 | -1,702 (-23.0%) |
| ENVESTNET ASSET MANAGEMENT INC | 1,365,564 | 638,020 | -727,544 (-53.3%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 576,849 | 323,082 | -253,767 (-44.0%) |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 456,205 | 431,286 | -24,919 (-5.5%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 701,876 | 453,175 | -248,701 (-35.4%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 373,031 | 277,747 | -95,284 (-25.5%) |
| Essential Planning, LLC. | 27,156 | 26,143 | -1,013 (-3.7%) |
| STAR Financial Bank | 15,909 | 15,313 | -596 (-3.7%) |
| Crews Bank & Trust | 16,625 | 15,340 | -1,285 (-7.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| OneAscent Financial Services LLC | 704,442 | $15,864 |
| Cornerstone Planning, LLC | 128,718 | $2,857 |
| Strategic Blueprint, LLC | 298,946 | $6,732 |
| Cyr Financial Inc. | 10,149 | $229 |
| Consolidated Portfolio Review Corp | 45,267 | $1,019 |
| Greenfield Savings Bank | 13,103 | $295 |
| HAMEL ASSOCIATES, INC. | 11,597 | $261 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 10,551 | $238 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,594 | $261 |
| PRIVATE TRUST CO NA | 3,366 | $76 |
| GOLDMAN SACHS GROUP INC | 33,102 | $745 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,390 | $414 |
| JANE STREET GROUP, LLC | 12,088 | $272 |
| Spire Wealth Management | 1,125 | $25 |
| FMR LLC | 1,955 | $44 |
| GPS Wealth Strategies Group, LLC | 274 | $6 |
| LOGAN CAPITAL MANAGEMENT INC | 305 | $7 |
| Clearstead Advisors, LLC | 111 | $3 |