Ticker: VWO CUSIP: 922042858 Class: FTSE EMR MKT ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Nipun Capital, L.P. | 92,200 | $4,957 |
| Petros Family Wealth, LLC | 55,951 | $3,008 |
| PRUDENT INVESTORS NETWORK, INC. | 143,195 | $7,698 |
| Victrix Investment Advisors | 69,816 | $3,753 |
| Marino Management, LLC | 100,287 | $5,396 |
| MOULTON WEALTH MANAGEMENT, INC | 11,428 | $1,049 |
| SHAKER INVESTMENTS LLC/OH | 39,576 | $2,128 |
| SRS Capital Advisors, Inc. | 560,144 | $30,113 |
| Advisor Resource Council | 32,153 | $1,826 |
| Vernal Point Advisors, LLC | 27,023 | $1,453 |
| CWC Advisors, LLC. | 20,579 | $1,106 |
| Autumn Glory Partners, LLC | 24,571 | $1,321 |
| Integrity Investment Advisors, LLC | 14,855 | $799 |
| Nearwater Capital Markets, Ltd | 390,000 | $20,966 |
| Clear Creek Financial Management, LLC | 68,866 | $3,702 |
| Refined Wealth Management | 9,677 | $520 |
| Mechanics Bank Trust Department | 42,177 | $2,267 |
| Spectrum Strategic Capital Management, LLC | 10,404 | $559 |
| Greenspring Advisors, LLC | 46,545 | $2,502 |
| COOPER/HAIMS ADVISORS, LLC | 8,549 | $460 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | 62,099 | 6,818,703 | +6,756,604 (+10880.4%) |
| Vestwell Advisors, LLC | 32,583 | 59,926 | +27,343 (+83.9%) |
| CAPITAL PERFORMANCE ADVISORS LLP | 111,040 | 1,036,424 | +925,384 (+833.4%) |
| WIT, LLC | 38,402,552 | 41,074,353 | +2,671,801 (+7.0%) |
| Laird Norton Wetherby Trust Company, LLC | 497,919 | 1,753,619 | +1,255,700 (+252.2%) |
| WealthBridge Investment Counsel Inc. | 121,800 | 346,295 | +224,495 (+184.3%) |
| Idaho Trust Bank | 205,435 | 308,708 | +103,273 (+50.3%) |
| Omnia Family Wealth, LLC | 11,533 | 155,551 | +144,018 (+1248.7%) |
| Peak Retirement Planning, Inc. | 206,054 | 360,658 | +154,604 (+75.0%) |
| Forefront Analytics, LLC | 136,722 | 181,105 | +44,383 (+32.5%) |
| Kendall Capital Management | 29,090 | 217,894 | +188,804 (+649.0%) |
| FINANCIAL LIFE ADVISORS | 109,351 | 204,503 | +95,152 (+87.0%) |
| Johnson Financial Group, LLC | 1,464,924 | 2,201,823 | +736,899 (+50.3%) |
| SilverOak Wealth Management LLC | 185,767 | 346,113 | +160,346 (+86.3%) |
| SWP FINANCIAL LLC | 81,363 | 128,685 | +47,322 (+58.2%) |
| NEPC LLC | 1,996,647 | 3,017,415 | +1,020,768 (+51.1%) |
| Thrive Capital Management, LLC | 131,104 | 239,045 | +107,941 (+82.3%) |
| Strategic Investment Advisors / MI | 163 | 423,037 | +422,874 (+259431.9%) |
| Elm Partners Management LLC | 4,100,547 | 4,625,697 | +525,150 (+12.8%) |
| Smartleaf Asset Management LLC | 126,479 | 912,013 | +785,534 (+621.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| ARGI Investment Services, LLC | 1,913,163 | 105,598 | -1,807,565 (-94.5%) |
| Battery Global Advisors, LLC | 226,948 | 4,545 | -222,403 (-98.0%) |
| United Financial Planning Group LLC | 421,966 | 29,694 | -392,272 (-93.0%) |
| Osbon Capital Management LLC | 66,806 | 195 | -66,611 (-99.7%) |
| Virtue Capital Management, LLC | 36,498 | 7,223 | -29,275 (-80.2%) |
| Perissos Private Wealth Management, LLC | 143,762 | 71,403 | -72,359 (-50.3%) |
| Jordan Park Group LLC | 999,003 | 534,349 | -464,654 (-46.5%) |
| Jasper Ridge Partners, L.P. | 6,531,681 | 5,678,586 | -853,095 (-13.1%) |
| FINANCIAL COUNSELORS INC | 52,422 | 32,838 | -19,584 (-37.4%) |
| Axos Invest Inc. | 93,811 | 62,534 | -31,277 (-33.3%) |
| WealthSpring Partners, LLC | 137,963 | 70,312 | -67,651 (-49.0%) |
| South Dakota Investment Council | 11,842,466 | 10,728,387 | -1,114,079 (-9.4%) |
| Wealthspire Advisors, LLC | 8,927,078 | 4,710,913 | -4,216,165 (-47.2%) |
| Custos Family Office, LLC | 277,908 | 229,260 | -48,648 (-17.5%) |
| Westerkirk Capital Inc. | 1,499,490 | 1,439,903 | -59,587 (-4.0%) |
| Kopp Family Office, LLC | 346,080 | 327,927 | -18,153 (-5.2%) |
| OBSIDIAN CIO, LLC | 253,664 | 18,207 | -235,457 (-92.8%) |
| LM Advisors LLC | 69,383 | 3,711 | -65,672 (-94.7%) |
| BOKF, NA | 3,705,919 | 3,280,850 | -425,069 (-11.5%) |
| RIVERSEDGE ADVISORS, LLC | 534,917 | 493,816 | -41,101 (-7.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| TrueWealth Financial Partners | 271,718 | $14,722 |
| Rede Wealth, LLC | 124,438 | $6,742 |
| Watershed Asset Management, L.L.C. | 67,000 | $2,754 |
| Polianta Ltd | 181,900 | $10 |
| CABANA LLC | 6,288 | $341 |
| RETIREMENT GUYS FORMULA LLC | 101,917 | $5,503 |
| PFG Private Wealth Management, LLC | 58,214 | $3,154 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 47,881 | $2,594 |
| Northern Financial Advisors Inc | 27,041 | $1,465 |
| Gainplan LLC | 27,487 | $1,489 |
| DRW Securities, LLC | 400,000 | $21,658 |
| PERRITT CAPITAL MANAGEMENT INC | 14,958 | $810 |
| Corundum Trust Company, INC | 3,325 | $180 |
| Worth Asset Management, LLC | 13,512 | $732 |
| Blue Barn Wealth, LLC | 8,436 | $457 |
| Econ Financial Services Corp | 8,563 | $464 |
| LEIGH BALDWIN & CO., LLC | 6,676 | $362 |
| Cromwell Holdings LLC | 6,475 | $351 |
| KMG FIDUCIARY PARTNERS, LLC | 37,376 | $2,025 |
| BRIGHTON JONES LLC | 82,251 | $4,456 |