Ticker: IBTG CUSIP: 46436E858 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Horizon Advisory Services, Inc. | 860,483 | $19,684 |
| Archer Investment Corp | 213,686 | $4,888 |
| Endowment Wealth Management, Inc. | 63,636 | $1,456 |
| BIP Wealth, LLC | 461,910 | $10,566 |
| Parkside Financial Bank & Trust | 218,579 | $5,000 |
| Investor's Fiduciary Advisor Network, LLC | 103,952 | $2 |
| FIRST NATIONAL BANK OF OMAHA | 103,768 | $2,373 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 10,925 | $250 |
| Compound Planning, Inc. | 107,006 | $2,448 |
| HANOVER ADVISORS INC | 10,306 | $236 |
| DUDLEY CAPITAL MANAGEMENT, LLC | 9,125 | $209 |
| Prosperity Planning, Inc. | 12,182 | $279 |
| O'Brien Wealth Partners LLC | 11,055 | $253 |
| Simplicity Wealth,LLC | 20,084 | $459 |
| Kovack Advisors, Inc. | 18,599 | $425 |
| Advisor OS, LLC | 14,240 | $326 |
| Clayton Financial Group LLC | 1,955 | $45 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 20,457 | $468 |
| Laurel Wealth Advisors LLC | 6,200 | $142 |
| CGN Advisors LLC | 9,058 | $207 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| MOSELEY INVESTMENT MANAGEMENT INC | 366,533 | 822,855 | +456,322 (+124.5%) |
| MKT Advisors LLC | 556,032 | 755,316 | +199,284 (+35.8%) |
| Trinity Wealth Management, LLC | 35,392 | 258,390 | +222,998 (+630.1%) |
| Cornerstone Planning, LLC | 125,821 | 407,892 | +282,071 (+224.2%) |
| PSI Advisors, LLC | 48,708 | 312,794 | +264,086 (+542.2%) |
| Financial Advisory Corp | 1,486,879 | 1,624,264 | +137,385 (+9.2%) |
| Wealth Management Strategies, Inc. | 491,741 | 518,098 | +26,357 (+5.4%) |
| Delta Wealth Advisors LLC | 482,462 | 492,638 | +10,176 (+2.1%) |
| Atlantic Private Wealth, LLC | 238,147 | 255,888 | +17,741 (+7.4%) |
| SHELTON WEALTH MANAGEMENT, LLC | 354,835 | 376,011 | +21,176 (+6.0%) |
| HM PAYSON & CO | 5,513,732 | 6,558,915 | +1,045,183 (+19.0%) |
| Scissortail Wealth Management, LLC | 498,827 | 526,067 | +27,240 (+5.5%) |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 134,486 | 144,853 | +10,367 (+7.7%) |
| Eldridge Investment Advisors, Inc. | 241,835 | 308,953 | +67,118 (+27.8%) |
| Stephens Consulting, LLC | 391,408 | 397,664 | +6,256 (+1.6%) |
| Connecticut Wealth Management, LLC | 1,039,566 | 1,327,463 | +287,897 (+27.7%) |
| Midwest Professional Planners, LTD. | 293,258 | 323,594 | +30,336 (+10.3%) |
| Sound View Wealth Advisors Group, LLC | 291,746 | 494,443 | +202,697 (+69.5%) |
| MV CAPITAL MANAGEMENT, INC. | 594,883 | 659,601 | +64,718 (+10.9%) |
| Fourth Dimension Wealth, LLC | 43,583 | 81,834 | +38,251 (+87.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 4,993,207 | 4,714,898 | -278,309 (-5.6%) |
| Kerntke Otto McGlone Wealth Management Group | 247,495 | 244,141 | -3,354 (-1.4%) |
| BAILARD, INC. | 3,095,899 | 2,824,210 | -271,689 (-8.8%) |
| Foundry Financial Group, Inc. | 66,511 | 48,104 | -18,407 (-27.7%) |
| Stratos Wealth Advisors, LLC | 1,482,998 | 1,453,846 | -29,152 (-2.0%) |
| CNB Bank | 20,022 | 3,966 | -16,056 (-80.2%) |
| Focus Partners Wealth | 3,108,227 | 588,408 | -2,519,819 (-81.1%) |
| RFP Financial Group LLC | 22,433 | 11,047 | -11,386 (-50.8%) |
| Mesirow Financial Investment Management, Inc. | 297,561 | 136,441 | -161,120 (-54.1%) |
| Black Swift Group, LLC | 56,245 | 39,670 | -16,575 (-29.5%) |
| Old Port Advisors | 90,200 | 82,229 | -7,971 (-8.8%) |
| Stonebridge Financial Group, LLC | 66,425 | 34,571 | -31,854 (-48.0%) |
| Keeler THomas Management LLC | 80,308 | 77,708 | -2,600 (-3.2%) |
| Lantz Financial LLC | 123,455 | 117,566 | -5,889 (-4.8%) |
| Flavin Financial Services, Inc. | 13,394 | 9,914 | -3,480 (-26.0%) |
| Pinnacle Bancorp, Inc. | 25,396 | 18,202 | -7,194 (-28.3%) |
| Steward Partners Investment Advisory, LLC | 294,063 | 44,515 | -249,548 (-84.9%) |
| DRIVE WEALTH MANAGEMENT, LLC | 79,276 | 73,629 | -5,647 (-7.1%) |
| JIM SAULNIER & ASSOCIATES, LLC | 46,163 | 45,089 | -1,074 (-2.3%) |
| CENTRAL TRUST Co | 326,533 | 292,852 | -33,681 (-10.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| OneAscent Financial Services LLC | 709,275 | $16,278 |
| Wealth Watch Advisors, INC | 91,640 | $2,103 |
| Strategic Blueprint, LLC | 435,922 | $10,004 |
| Greenfield Savings Bank | 20,730 | $476 |
| Cyr Financial Inc. | 10,906 | $250 |
| EVEXIA WEALTH LLC | 15,255 | $350 |
| United Community Bank | 11,170 | $256 |
| HAMEL ASSOCIATES, INC. | 11,118 | $255 |
| RVW Wealth, LLC | 22,461 | $515 |
| GTS SECURITIES LLC | 23,221 | $533 |
| Independent Advisor Alliance | 19,993 | $459 |
| Sigma Planning Corp | 11,771 | $270 |
| IHT Wealth Management, LLC | 8,848 | $203 |
| PRIVATE TRUST CO NA | 3,293 | $76 |
| CITADEL ADVISORS LLC | 74,253 | $1,704 |
| Buckingham Strategic Partners | 9,055 | $207 |
| Spire Wealth Management | 662 | $15 |
| Clearstead Advisors, LLC | 198 | $5 |