Ticker: BIV CUSIP: 921937819 Class: Fixed Income ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Westwood Wealth Management | 72,757 | $5,666 |
| FISCHER INVESTMENT STRATEGIES, LLC | 80,609 | $6,278 |
| SHERMAN PORFOLIOS, LLC | 442,935 | $34,496 |
| 49 WEALTH MANAGEMENT, LLC | 321,565 | $25,043 |
| United Financial Planning Group LLC | 14,672 | $1,143 |
| Seros Financial, LLC | 13,636 | $1,062 |
| Asset Allocation & Management Company, LLC | 14,760 | $1 |
| GPWM LLC | 5,077 | $395 |
| WCG Wealth Advisors LLC | 49,452 | $3,851 |
| Net Worth Advisory Group | 9,013 | $702 |
| Alpha Financial Partners, LLC | 3,501 | $273 |
| Covenant Asset Management, LLC | 15,113 | $1,177 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 3,931 | $306 |
| INTEGRITY ALLIANCE, LLC. | 38,887 | $3,029 |
| SRS Capital Advisors, Inc. | 67,433 | $5,252 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 3,580 | $279 |
| Golden State Equity Partners | 10,002 | $779 |
| Forthright Family Wealth Advisory LLC | 2,590 | $202 |
| L.K. Benson & Company, P.C. | 2,592 | $202 |
| KANE INVESTMENT MANAGEMENT, INC. | 2,730 | $213 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Cornerstone Planning Group LLC | 78 | 530,941 | +530,863 (+680593.6%) |
| Compass Planning Associates Inc | 170,447 | 342,455 | +172,008 (+100.9%) |
| Discipline Wealth Solutions, LLC | 559,883 | 630,329 | +70,446 (+12.6%) |
| Equity Wealth Partners, LLC | 59,199 | 102,960 | +43,761 (+73.9%) |
| GREENUP STREET WEALTH MANAGEMENT LLC | 162,413 | 301,251 | +138,838 (+85.5%) |
| Grey Fox Wealth Advisors, LLC | 191,752 | 282,832 | +91,080 (+47.5%) |
| Dakota Community Bank & Trust NA | 2,197 | 9,892 | +7,695 (+350.3%) |
| Bay Capital Advisors, LLC | 36,808 | 68,242 | +31,434 (+85.4%) |
| True Link Financial Advisors, LLC | 4,852,251 | 5,225,541 | +373,290 (+7.7%) |
| Zhang Financial LLC | 1,136,494 | 1,520,153 | +383,659 (+33.8%) |
| BROWN WEALTH MANAGEMENT, LLC | 234,657 | 296,261 | +61,604 (+26.3%) |
| EP Wealth Advisors, LLC | 6,071,963 | 8,635,792 | +2,563,829 (+42.2%) |
| Kropog Financial Group, LLC | 308,155 | 334,999 | +26,844 (+8.7%) |
| Family Investment Center, Inc. | 877,903 | 945,773 | +67,870 (+7.7%) |
| HOGE FINANCIAL SERVICES, LLC | 258,448 | 285,268 | +26,820 (+10.4%) |
| FPC INVESTMENT ADVISORY, INC. | 325,954 | 351,929 | +25,975 (+8.0%) |
| Conrad Siegel Investment Advisors, Inc. | 87,103 | 164,305 | +77,202 (+88.6%) |
| Gordian Advisors LLC | 397,115 | 414,180 | +17,065 (+4.3%) |
| Graney & King, LLC | 19,240 | 47,278 | +28,038 (+145.7%) |
| Fonville Wealth Management LLC | 131,306 | 177,008 | +45,702 (+34.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Boyd Wealth Management, LLC | 286,490 | 134,353 | -152,137 (-53.1%) |
| Richmond Brothers, Inc. | 96,638 | 71,581 | -25,057 (-25.9%) |
| Beacon Capital Management, Inc. | 1,014,413 | 811,309 | -203,104 (-20.0%) |
| Systelligence, LLC | 216,161 | 179,308 | -36,853 (-17.0%) |
| BANK OF STOCKTON | 88,577 | 45,504 | -43,073 (-48.6%) |
| Everhart Financial Group, Inc. | 407,710 | 381,643 | -26,067 (-6.4%) |
| Francis Financial, Inc. | 608,262 | 595,914 | -12,348 (-2.0%) |
| Precision Wealth Strategies, LLC | 84,279 | 62,610 | -21,669 (-25.7%) |
| Franklin, Parlapiano, Turner & Welch, LLC | 492,636 | 484,016 | -8,620 (-1.7%) |
| Refined Wealth Management | 101,797 | 98,070 | -3,727 (-3.7%) |
| CAPITAL INSIGHT PARTNERS, LLC | 193,714 | 186,865 | -6,849 (-3.5%) |
| Mustard Seed Financial, LLC | 128,754 | 127,134 | -1,620 (-1.3%) |
| Manuka Financial, LLC | 40,143 | 34,919 | -5,224 (-13.0%) |
| Tranquilli Financial Advisor LLC | 28,522 | 18,287 | -10,235 (-35.9%) |
| Asset Management Group, Inc. | 140,438 | 128,867 | -11,571 (-8.2%) |
| Montecito Bank & Trust | 192,054 | 188,602 | -3,452 (-1.8%) |
| NewSquare Capital LLC | 209,149 | 190,950 | -18,199 (-8.7%) |
| Westfuller Advisors, LLC | 40,611 | 37,392 | -3,219 (-7.9%) |
| Hershey Financial Advisers, LLC | 18,220 | 15,746 | -2,474 (-13.6%) |
| Murphy & Mullick Capital Management Corp | 8,830 | 4,348 | -4,482 (-50.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Tandem Financial, LLC | 274,110 | $21,405 |
| Yeomans Consulting Group, Inc. | 243,563 | $19,020 |
| SMI Advisory Services, LLC | 318,471 | $24,853 |
| Consolidated Portfolio Review Corp | 239,523 | $18,719 |
| Ground Swell Capital, LLC | 7,877 | $615 |
| Retireful, LLC | 15,878 | $1,240 |
| Destiny Wealth Partners, LLC | 113,101 | $8,832 |
| BANK HAPOALIM BM | 129,000 | $10 |
| TrueWealth Financial Partners | 19,920 | $1,556 |
| American National Bank of Texas | 10,379 | $810 |
| Blue Barn Wealth, LLC | 17,220 | $1,345 |
| 360 Financial, Inc. | 17,939 | $1,509 |
| TRITONPOINT WEALTH, LLC | 62,310 | $4,866 |
| GTS SECURITIES LLC | 105,817 | $8,263 |
| Capstone Triton Financial Group, LLC | 6,761 | $528 |
| South Shore Capital Advisors | 3,111 | $229 |
| FSA Advisors, Inc. | 5,022 | $392 |
| United Community Bank | 9,939 | $776 |
| KMG FIDUCIARY PARTNERS, LLC | 33,853 | $2,644 |
| FLOW TRADERS U.S. LLC | 87,555 | $7 |