Ticker: DGRW CUSIP: 97717X669 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Williams Financial, LLC | 140,193 | $12,537 |
| WIN ADVISORS, INC | 99,859 | $8,930 |
| Osbon Capital Management LLC | 43,850 | $3,922 |
| Banco de Sabadell, S.A | 33,801 | $3 |
| Strategic Financial Concepts, LLC | 20,431 | $1,827 |
| Rothschild Wealth LLC | 101,920 | $9,115 |
| AssuredPartners Investment Advisors, LLC | 18,597 | $1,663 |
| Oxbow Advisors, LLC | 28,481 | $2,547 |
| Kingdom Financial Group LLC. | 7,134 | $638 |
| FSA Advisors, Inc. | 3,197 | $286 |
| PACIFIC FINANCIAL GROUP INC | 3,139 | $281 |
| Gilbert Capital Group, Inc. | 2,284 | $204 |
| Commonwealth Retirement Investments LLC | 3,779 | $338 |
| M Holdings Securities, Inc. | 21,804 | $2 |
| Safeguard Investment Advisory Group, LLC | 4,081 | $365 |
| CALTON & ASSOCIATES, INC. | 6,107 | $546 |
| FIRST NATIONAL BANK OF OMAHA | 16,557 | $1,491 |
| Embree Financial Group | 3,488 | $312 |
| 1ST SOURCE BANK | 6,803 | $608 |
| ZEGA Investments, LLC | 2,670 | $239 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Latko Wealth Management, Ltd. | 34,453 | 77,047 | +42,594 (+123.6%) |
| Duncan Williams Asset Management, LLC | 490,267 | 523,234 | +32,967 (+6.7%) |
| Larson Financial Group LLC | 894,688 | 1,016,282 | +121,594 (+13.6%) |
| Avant Capital LLC | 103,936 | 111,605 | +7,669 (+7.4%) |
| Sanchez Wealth Management Group | 339,009 | 360,089 | +21,080 (+6.2%) |
| Serenus Wealth Advisors, LLC | 371,131 | 382,105 | +10,974 (+3.0%) |
| PMG Wealth Management, Inc. | 79,311 | 84,208 | +4,897 (+6.2%) |
| CONNABLE OFFICE INC | 436,306 | 463,058 | +26,752 (+6.1%) |
| WADDELL & ASSOCIATES, LLC | 978,139 | 990,996 | +12,857 (+1.3%) |
| Fiduciary Planning LLC | 551,306 | 559,505 | +8,199 (+1.5%) |
| Riverbend Wealth Management, LLC | 77,025 | 80,847 | +3,822 (+5.0%) |
| Team Financial Group, LLC | 381,734 | 387,764 | +6,030 (+1.6%) |
| MB, LEVIS & ASSOCIATES, LLC | 167,785 | 173,373 | +5,588 (+3.3%) |
| Sarver Vrooman Wealth Advisors | 41,636 | 48,806 | +7,170 (+17.2%) |
| Oxinas Partners Wealth Management LLC | 139,930 | 142,420 | +2,490 (+1.8%) |
| Intrua Financial, LLC | 469,554 | 483,298 | +13,744 (+2.9%) |
| Meridian Financial Advisors, LLC | 43,957 | 49,228 | +5,271 (+12.0%) |
| Winthrop Advisory Group LLC | 213,994 | 255,277 | +41,283 (+19.3%) |
| Clearwater Capital Advisors, LLC | 887,226 | 899,720 | +12,494 (+1.4%) |
| Fundamentum, LLC | 902,464 | 926,245 | +23,781 (+2.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| HOWARD BAILEY SECURITIES, LLC | 169,910 | 12,853 | -157,057 (-92.4%) |
| Melone Private Wealth, LLC | 135,036 | 62,912 | -72,124 (-53.4%) |
| IAM Advisory, LLC | 801,369 | 661,828 | -139,541 (-17.4%) |
| GPS Wealth Strategies Group, LLC | 295,622 | 6,278 | -289,344 (-97.9%) |
| SK Wealth Management, LLC | 308,267 | 272,438 | -35,829 (-11.6%) |
| CAHILL FINANCIAL ADVISORS INC | 258,432 | 59,260 | -199,172 (-77.1%) |
| Archer Investment Management, LLC | 60,228 | 36,592 | -23,636 (-39.2%) |
| ORBA Wealth Advisors, L.L.C. | 49,175 | 39,593 | -9,582 (-19.5%) |
| Kraft, Davis & Associates, LLC | 109,121 | 65,189 | -43,932 (-40.3%) |
| Elevation Capital Advisory, LLC | 48,265 | 15,426 | -32,839 (-68.0%) |
| Glen Eagle Advisors, LLC | 542,575 | 514,982 | -27,593 (-5.1%) |
| Paul Damon & Associates, Inc. | 121,852 | 115,256 | -6,596 (-5.4%) |
| Cresta Advisors, Ltd. | 231,224 | 225,262 | -5,962 (-2.6%) |
| Catalina Capital Group, LLC | 56,860 | 52,120 | -4,740 (-8.3%) |
| EAGLE WEALTH STRATEGIES LLC | 200,702 | 196,512 | -4,190 (-2.1%) |
| Lauer Wealth, LLC | 160,755 | 157,379 | -3,376 (-2.1%) |
| Golden State Equity Partners | 87,546 | 27,776 | -59,770 (-68.3%) |
| COLUMBIA ADVISORY PARTNERS LLC | 265,336 | 262,661 | -2,675 (-1.0%) |
| VIEWPOINT INVESTMENT PARTNERS CORP | 47,513 | 38,998 | -8,515 (-17.9%) |
| VestGen Advisors, LLC | 382,777 | 124,693 | -258,084 (-67.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Hershey Financial Advisers, LLC | 14,192 | $1,263 |
| POTOMAC FUND MANAGEMENT INC /ADV | 222,766 | $19,817 |
| Kovitz Investment Group Partners, LLC | 1,294,595 | $115,167 |
| Future Fund LLC | 8,891 | $791 |
| Chokshi & Queen Wealth Advisors, Inc | 5,357 | $477 |
| B.O.S.S. Retirement Advisors, LLC | 4,280 | $381 |
| Hubbell Strickland Wealth Management, LLC | 2,823 | $251 |
| Summit Trail Advisors, LLC | 51,540 | $4,585 |
| Beaumont Financial Advisors, LLC | 8,326 | $741 |
| TRITONPOINT WEALTH, LLC | 5,319 | $473 |
| Walkner Condon Financial Advisors LLC | 3,329 | $296 |
| TWO SIGMA INVESTMENTS, LP | 93,600 | $8,327 |
| RENAISSANCE TECHNOLOGIES LLC | 73,700 | $6,556 |
| Sachetta, LLC | 500 | $44 |
| Quest 10 Wealth Builders, Inc. | 265 | $24 |
| Integrated Wealth Concepts LLC | 9,243 | $822 |
| Virtu Financial LLC | 7,736 | $1 |
| Strategic Blueprint, LLC | 2,375 | $211 |
| Cloud Capital Management, LLC | 779 | $0 |
| Dana Investment Advisors, Inc. | 2,301 | $205 |