HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BIV Share Count | ||||
| PFG Investments LLC | 3,292 | 238,426 | +235,134 | +7142.59% |
| American National Bank | 75 | 537 | +462 | +616.00% |
| Wiley BROS. Aintree Capital LLC | 3,415 | 10,986 | +7,571 | +221.70% |
| Regions Financial Corp | 10,999 | 30,506 | +19,507 | +177.35% |
| Atlas Capital Advisors LLC | 562 | 1,475 | +913 | +162.46% |
| Revisor Wealth Management LLC | 107,927 | 248,625 | +140,698 | +130.36% |
| Morris Financial Concepts Inc. | 42 | 92 | +50 | +119.05% |
| Strategic Advocates LLC | 130,241 | 285,136 | +154,895 | +118.93% |
| Moisand Fitzgerald Tamayo LLC | 157,331 | 313,154 | +155,823 | +99.04% |
| Newbridge Financial Services Group Inc. | 361 | 671 | +310 | +85.87% |
| Family Investment Center Inc. | 40,043 | 70,908 | +30,865 | +77.08% |
| Capital Advisory Group Advisory Services LLC | 7,556 | 13,323 | +5,767 | +76.32% |
| Sugarloaf Wealth Management LLC | 329 | 543 | +214 | +65.05% |
| GAMMA Investing LLC | 21,205 | 33,507 | +12,302 | +58.01% |
| Cypress Wealth Services LLC | 3,120 | 4,911 | +1,791 | +57.40% |
| Integrity Wealth Solutions LLC | 6,397 | 9,431 | +3,034 | +47.43% |
| Harbour Trust & Investment Management Co | 25,790 | 37,958 | +12,168 | +47.18% |
| Soundmark Wealth Management LLC | 118,176 | 173,339 | +55,163 | +46.68% |
| Legacy Trust | 8,918 | 13,069 | +4,151 | +46.55% |
| Mustard Seed Financial LLC | 40,405 | 56,494 | +16,089 | +39.82% |
| Arlington Financial Advisors LLC | 22,926 | 31,726 | +8,800 | +38.38% |
| Clarity Wealth Advisors LLC | 32,241 | 44,527 | +12,286 | +38.11% |
| Valeo Financial Advisors LLC | 2,756 | 3,796 | +1,040 | +37.74% |
| Panoramic Investment Advisors LLC | 3,250 | 4,450 | +1,200 | +36.92% |
| Eudaimonia Partners LLC | 7,322 | 9,960 | +2,638 | +36.03% |
| True Link Financial Advisors LLC | 1,986,122 | 2,699,290 | +713,168 | +35.91% |
| RFG Advisory LLC | 9,490 | 12,800 | +3,310 | +34.88% |
| Caldwell Sutter Capital Inc. | 67 | 90 | +23 | +34.33% |
| LongView Wealth Management | 4,490 | 5,931 | +1,441 | +32.09% |
| Level Financial Advisors Inc. | 2,653 | 3,487 | +834 | +31.44% |
| CENTRAL TRUST Co | 13,922 | 17,906 | +3,984 | +28.62% |
| Bromfield Sneider Wealth Advisors | 69,735 | 88,124 | +18,389 | +26.37% |
| Traveka Wealth LLC | 138,960 | 174,272 | +35,312 | +25.41% |
| Platte River Wealth Advisors LLC | 94,210 | 116,620 | +22,410 | +23.79% |
| Raymond James Financial Services Advisors Inc. | 556,449 | 674,511 | +118,062 | +21.22% |
| Raymond James & Associates | 399,365 | 477,282 | +77,917 | +19.51% |
| WealthCare Investment Partners LLC | 3,307 | 3,952 | +645 | +19.50% |
| Successful Portfolios LLC | 4,041 | 4,811 | +770 | +19.05% |
| CGC Financial Services LLC | 13,258 | 15,727 | +2,469 | +18.62% |
| Ridgewood Investments LLC | 9,093 | 10,715 | +1,622 | +17.84% |
| Cooper Financial Group | 257,882 | 303,615 | +45,733 | +17.73% |
| City State Bank | 74,079 | 86,769 | +12,690 | +17.13% |
| Stockman Wealth Management Inc. | 5,660 | 6,626 | +966 | +17.07% |
| Wells Trecaso Financial Group LLC | 15,285 | 17,830 | +2,545 | +16.65% |
| Boyd Wealth Management LLC | 10,209 | 11,875 | +1,666 | +16.32% |
| Bruce G. Allen Investments LLC | 4,634 | 5,283 | +649 | +14.01% |
| LexAurum Advisors LLC | 35,974 | 40,974 | +5,000 | +13.90% |
| Francis Financial Inc. | 364,427 | 413,116 | +48,689 | +13.36% |
| Outlook Wealth Advisors LLC | 17,326 | 19,473 | +2,147 | +12.39% |
| Burt Wealth Advisors | 325,723 | 365,676 | +39,953 | +12.27% |
| Scott Capital Advisors LLC | 281,018 | 315,475 | +34,457 | +12.26% |
| Provident Wealth Management LLC | 32,392 | 36,343 | +3,951 | +12.20% |
| HT Partners LLC | 15,559 | 17,326 | +1,767 | +11.36% |
| Bogart Wealth LLC | 5,368 | 5,973 | +605 | +11.27% |
| Leeward Financial Partners LLC | 42,610 | 47,369 | +4,759 | +11.17% |
| Phillips Financial Management LLC | 169,230 | 188,096 | +18,866 | +11.15% |
| Wealthcare Advisory Partners LLC | 3,679 | 4,085 | +406 | +11.04% |
| Cranbrook Wealth Management LLC | 456,603 | 502,528 | +45,925 | +10.06% |
| Lodestar Private Asset Management LLC | 160,145 | 175,883 | +15,738 | +9.83% |
| Security Financial Services INC. | 7,668 | 8,394 | +726 | +9.47% |
| Verde Capital Management | 163,083 | 176,462 | +13,379 | +8.20% |
| SMI Advisory Services LLC | 308,660 | 333,213 | +24,553 | +7.95% |
| Parker Financial LLC | 68,368 | 73,751 | +5,383 | +7.87% |
| ForthRight Wealth Management LLC | 185,118 | 199,468 | +14,350 | +7.75% |
| Eclectic Associates Inc. ADV | 35,743 | 38,400 | +2,657 | +7.43% |
| Wheelhouse Advisory Group LLC | 19,388 | 20,824 | +1,436 | +7.41% |
| Aspire Private Capital LLC | 55,242 | 59,311 | +4,069 | +7.37% |
| Elevated Capital Advisors LLC | 54,740 | 58,743 | +4,003 | +7.31% |
| NBC Securities Inc. | 12,585 | 13,469 | +884 | +7.02% |
| IFG Advisors LLC | 44,090 | 47,101 | +3,011 | +6.83% |
| Bourgeon Capital Management LLC | 16,418 | 17,526 | +1,108 | +6.75% |
| Safir Wealth Advisors LLC | 80,031 | 85,419 | +5,388 | +6.73% |
| First Merchants Corp | 164,189 | 175,072 | +10,883 | +6.63% |
| Stanley Laman Group Ltd. | 3,401 | 3,619 | +218 | +6.41% |
| Gordian Advisors LLC | 308,929 | 328,065 | +19,136 | +6.19% |
| AdvisorNet Financial Inc | 1,424 | 1,509 | +85 | +5.97% |
| Silvia Mccoll Wealth Management LLC | 21,194 | 22,429 | +1,235 | +5.83% |
| Hurlow Wealth Management Group Inc. | 42,539 | 44,987 | +2,448 | +5.75% |
| Wealth Enhancement Advisory Services LLC | 930,774 | 979,469 | +48,695 | +5.23% |
| Brewster Financial Planning LLC | 188,571 | 198,180 | +9,609 | +5.10% |
| Echo Wealth Management LLC | 92,058 | 96,697 | +4,639 | +5.04% |
| Carmichael Hill & Associates Inc. | 10,389 | 10,905 | +516 | +4.97% |
| Strategic Investment Advisors MI | 23,380 | 24,536 | +1,156 | +4.94% |
| Anderson Fisher LLC | 175,871 | 184,470 | +8,599 | +4.89% |
| Rosenberg Matthew Hamilton | 271,196 | 284,452 | +13,256 | +4.89% |
| Acorn Creek Capital LLC | 164,726 | 172,577 | +7,851 | +4.77% |
| Fifth Third Securities Inc. | 20,673 | 21,635 | +962 | +4.65% |
| Natixis Advisors L.P. | 75,039 | 78,460 | +3,421 | +4.56% |
| Park Avenue Securities LLC | 5,393 | 5,637 | +244 | +4.52% |
| Intergy Private Wealth LLC | 62,646 | 65,322 | +2,676 | +4.27% |
| Breakwater Capital Group | 28,052 | 29,201 | +1,149 | +4.10% |
| Global Retirement Partners LLC | 9,559 | 9,943 | +384 | +4.02% |
| Capital Insight Partners LLC | 279,603 | 290,085 | +10,482 | +3.75% |
| Bank of New York Mellon Corp | 1,157,613 | 1,200,517 | +42,904 | +3.71% |
| Hyperion Partners LLC | 88,332 | 91,500 | +3,168 | +3.59% |
| Vaughan Nelson Investment Management L.P. | 11,648 | 12,048 | +400 | +3.43% |
| Galvin Gaustad & Stein LLC | 111,610 | 115,321 | +3,711 | +3.32% |
| Center For Asset Management LLC | 4,108 | 4,244 | +136 | +3.31% |
| Fifth Third Bancorp | 182,396 | 188,160 | +5,764 | +3.16% |
| FC Advisory LLC | 135,998 | 139,479 | +3,481 | +2.56% |
| Sovereign Financial Group Inc. | 47,167 | 48,205 | +1,038 | +2.20% |
| Courage Miller Partners LLC | 13,256 | 13,500 | +244 | +1.84% |
| Ballentine Partners LLC | 29,418 | 29,936 | +518 | +1.76% |
| Trilogy Capital Inc. | 5,368 | 5,457 | +89 | +1.66% |
| SignalPoint Asset Management LLC | 31,251 | 31,622 | +371 | +1.19% |
| Raymond James Trust N.A. | 13,691 | 13,848 | +157 | +1.15% |
| Barrett & Company Inc. | 6,255 | 6,321 | +66 | +1.06% |
| BCM Advisors LLC | 749,599 | 756,060 | +6,461 | +0.86% |
| Financial Freedom LLC | 263 | 265 | +2 | +0.76% |
| KMG Fiduciary Partners LLC | 34,017 | 34,269 | +252 | +0.74% |
| Salem Investment Counselors Inc. | 2,231 | 2,243 | +12 | +0.54% |
| Grimes & Company Inc. | 4,377 | 4,398 | +21 | +0.48% |
| Cambridge Investment Research Advisors Inc. | 949,915 | 954,501 | +4,586 | +0.48% |
| Walker Asset Management LLC | 3,199 | 3,214 | +15 | +0.47% |
| CVA Family Office LLC | 468 | 470 | +2 | +0.43% |
| Allen Mooney & Barnes Investment Advisors LLC | 4,857 | 4,877 | +20 | +0.41% |
| Flagship Harbor Advisors LLC | 4,663 | 4,680 | +17 | +0.36% |
| SOA Wealth Advisors LLC. | 1,823 | 1,827 | +4 | +0.22% |
| Kovack Advisors Inc. | 8,730 | 8,741 | +11 | +0.13% |
| Patten Group Inc. | 22,085 | 22,111 | +26 | +0.12% |
| Arbor Wealth Advisors LLC | 8,072 | 8,082 | +10 | +0.12% |
| Gemmer Asset Management LLC | 120,176 | 120,300 | +124 | +0.10% |
| DBK Financial Counsel LLC | 11,111 | 11,118 | +7 | +0.06% |
| Community Bank of Raymore | 6,579 | 6,581 | +2 | +0.03% |
| Evanson Asset Management LLC | 7,136 | 7,137 | +1 | +0.01% |
| 13F Filers Reporting New Positions In BIV | ||||
| Anderson Hoagland & Co. | 0 | 15,496 | +15,496 | +100% |
| AlphaMark Advisors LLC | 0 | 295 | +295 | +100% |
| Retirement Planning Group | 0 | 3,878 | +3,878 | +100% |
| Foresight Capital Management Advisors Inc. | 0 | 23,450 | +23,450 | +100% |
| McMahon Financial Advisors LLC | 0 | 132,259 | +132,259 | +100% |
| McAdam LLC | 0 | 4,173 | +4,173 | +100% |
| Jacobsen Capital Management | 0 | 50,443 | +50,443 | +100% |
| Capital Advisors Wealth Management LLC | 0 | 3,922 | +3,922 | +100% |
| Greystone Financial Group LLC | 0 | 267,254 | +267,254 | +100% |
| MBL Wealth LLC | 0 | 5,800 | +5,800 | +100% |
| Williams Financial LLC | 0 | 290,431 | +290,431 | +100% |
| Eagle Strategies LLC | 0 | 5,290 | +5,290 | +100% |
| Nilsine Partners LLC | 0 | 9,365 | +9,365 | +100% |
| Simplicity Wealth LLC | 0 | 18,737 | +18,737 | +100% |
| Guidance Capital Inc. | 0 | 3,392 | +3,392 | +100% |
| Crescent Sterling Ltd. | 0 | 4,606 | +4,606 | +100% |
| Register Financial Advisors LLC | 0 | 1,095 | +1,095 | +100% |
| Norden Group LLC | 0 | 15,000 | +15,000 | +100% |
| Precedent Wealth Partners LLC | 0 | 69,635 | +69,635 | +100% |
| Golden Road Advisors LLC | 0 | 22,055 | +22,055 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| First Financialcorp IN | 305 | 305 | UNCH | 0.00% |
| First Hawaiian Bank | 29,214 | 29,214 | UNCH | 0.00% |
| Valley National Advisers Inc. | 155 | 155 | UNCH | 0.00% |
| Chapin Davis Inc. | 5,527 | 5,527 | UNCH | 0.00% |
| Wesbanco Bank Inc. | 6,321 | 6,321 | UNCH | 0.00% |
| Moseley Investment Management Inc. | 2,942 | 2,942 | UNCH | 0.00% |
| Fort Washington Investment Advisors Inc. OH | 10,673 | 10,673 | UNCH | 0.00% |
| Duncker Streett & Co. Inc. | 11,501 | 11,501 | UNCH | 0.00% |
| Country Trust Bank | 77,000 | 77,000 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 176 | 176 | UNCH | 0.00% |
| Brown Advisory Inc. | 48,283 | 48,283 | UNCH | 0.00% |
| Bangor Savings Bank | 332 | 332 | UNCH | 0.00% |
| Bath Savings Trust Co | 4,577 | 4,577 | UNCH | 0.00% |
| Hall Laurie J Trustee | 2,675 | 2,675 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 2,068 | 2,068 | UNCH | 0.00% |
| Private Wealth Group LLC | 39,403 | 39,403 | UNCH | 0.00% |
| Dakota Wealth Management | 16,033 | 16,033 | UNCH | 0.00% |
| Northstar Group Inc. | 7,371 | 7,371 | UNCH | 0.00% |
| Capital Investment Advisory Services LLC | 89 | 89 | UNCH | 0.00% |
| Integrated Investment Consultants LLC | 3,013 | 3,013 | UNCH | 0.00% |
| Venturi Wealth Management LLC | 78 | 78 | UNCH | 0.00% |
| Legacy Bridge LLC | 50 | 50 | UNCH | 0.00% |
| Radnor Capital Management LLC | 5,912 | 5,912 | UNCH | 0.00% |
| Financial Life Advisors | 3,959 | 3,959 | UNCH | 0.00% |
| Essex Savings Bank | 2,764 | 2,764 | UNCH | 0.00% |
| Cedar Brook Financial Partners LLC | 5,522 | 5,522 | UNCH | 0.00% |
| HBW Advisory Services LLC | 4,215 | 4,215 | UNCH | 0.00% |
| Cedar Mountain Advisors LLC | 24 | 24 | UNCH | 0.00% |
| Symphony Financial Ltd. Co. | 2,831 | 2,831 | UNCH | 0.00% |
| S.A. Mason LLC | 3,471 | 3,471 | UNCH | 0.00% |
| Lion Street Advisors LLC | 4,730 | 4,730 | UNCH | 0.00% |
| Center for Financial Planning Inc. | 3,650 | 3,650 | UNCH | 0.00% |
| LifePro Asset Management | 5,507 | 5,507 | UNCH | 0.00% |
| Octavia Wealth Advisors LLC | 2,679 | 2,679 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 82 | 82 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 112 | 112 | UNCH | 0.00% |
| Wetzel Investment Advisors Inc. | 15 | 15 | UNCH | 0.00% |
| 13F Filers Decreasing BIV Share Count | ||||
| Fermata Advisors LLC | 82,433 | 11,134 | -71,299 | -86.49% |
| TriaGen Wealth Management LLC | 23,963 | 3,752 | -20,211 | -84.34% |
| Financial Synergies Wealth Advisors Inc. | 164 | 32 | -132 | -80.49% |
| Bremer Bank National Association | 72,912 | 14,256 | -58,656 | -80.45% |
| Spire Wealth Management | 28,562 | 6,904 | -21,658 | -75.83% |
| Gradient Investments LLC | 1,287 | 376 | -911 | -70.78% |
| Signify Wealth | 18,223 | 6,082 | -12,141 | -66.62% |
| TRUE Private Wealth Advisors | 31,705 | 12,015 | -19,690 | -62.10% |
| New Hampshire Trust | 146,875 | 69,959 | -76,916 | -52.37% |
| Tritonpoint Wealth LLC | 106,826 | 55,490 | -51,336 | -48.06% |
| Beacon Capital Management Inc. | 938,961 | 495,879 | -443,082 | -47.19% |
| One Wealth Advisors LLC | 12,900 | 7,880 | -5,020 | -38.91% |
| Capstone Triton Financial Group LLC | 12,967 | 8,672 | -4,295 | -33.12% |
| Verum Partners LLC | 14,697 | 9,831 | -4,866 | -33.11% |
| LVW Advisors LLC | 3,807 | 2,715 | -1,092 | -28.68% |
| Apella Capital LLC | 29,264 | 21,061 | -8,203 | -28.03% |
| First Financial Bank Trust Division | 4,627 | 3,370 | -1,257 | -27.17% |
| Mountain Pacific Investment Advisers Inc. ID | 22,576 | 16,817 | -5,759 | -25.51% |
| Family Wealth Partners LLC | 19,187 | 14,763 | -4,424 | -23.06% |
| Orrstown Financial Services Inc. | 49,687 | 39,137 | -10,550 | -21.23% |
| BKD Wealth Advisors LLC | 4,307 | 3,452 | -855 | -19.85% |
| Avenue 1 Advisors LLC | 5,492 | 4,451 | -1,041 | -18.95% |
| Park National Corp OH | 92,953 | 76,162 | -16,791 | -18.06% |
| Dynamic Advisor Solutions LLC | 26,947 | 22,292 | -4,655 | -17.27% |
| Latitude Advisors LLC | 3,328 | 2,782 | -546 | -16.41% |
| Stratos Wealth Partners LTD. | 9,762 | 8,178 | -1,584 | -16.23% |
| Capital Advisors Ltd. LLC | 24,195 | 20,451 | -3,744 | -15.47% |
| CWM LLC | 10,808 | 9,175 | -1,633 | -15.11% |
| Main Street Financial Solutions LLC | 3,487 | 2,963 | -524 | -15.03% |
| Pacifica Partners Inc. | 647 | 554 | -93 | -14.37% |
| SeaCrest Wealth Management LLC | 4,052 | 3,472 | -580 | -14.31% |
| MKT Advisors LLC | 3,413 | 2,961 | -452 | -13.24% |
| Massmutual Trust Co. FSB ADV | 149,813 | 132,080 | -17,733 | -11.84% |
| Summit Financial LLC | 18,298 | 16,184 | -2,114 | -11.55% |
| EWG Elevate Inc. | 4,702 | 4,181 | -521 | -11.08% |
| OMNI 360 Wealth Inc. | 4,860 | 4,365 | -495 | -10.19% |
| Physician Wealth Solutions Inc. | 42,200 | 38,423 | -3,777 | -8.95% |
| Clarity Capital Advisors LLC | 47,925 | 43,777 | -4,148 | -8.66% |
| Garrett Investment Advisors LLC | 19,174 | 17,580 | -1,594 | -8.31% |
| Wela Strategies Inc. | 44,647 | 41,510 | -3,137 | -7.03% |
| OLD National Bancorp IN | 19,879 | 18,502 | -1,377 | -6.93% |
| Austin Private Wealth LLC | 399,230 | 371,932 | -27,298 | -6.84% |
| Pinnacle Bank | 2,061 | 1,920 | -141 | -6.84% |
| West Paces Advisors Inc. | 3,337 | 3,112 | -225 | -6.74% |
| Stephens Consulting LLC | 20,892 | 19,569 | -1,323 | -6.33% |
| Professional Financial Advisors LLC | 3,545 | 3,321 | -224 | -6.32% |
| Parsons Capital Management Inc. RI | 5,040 | 4,727 | -313 | -6.21% |
| Country Club Bank GFN | 15,781 | 14,808 | -973 | -6.17% |
| Market Street Wealth Management Advisors LLC | 24,614 | 23,218 | -1,396 | -5.67% |
| BancFirst Trust & Investment Management | 31,040 | 29,326 | -1,714 | -5.52% |
| Signature Securities Group Corporation | 6,241 | 5,908 | -333 | -5.34% |
| Waller Financial Planning Group Inc. | 42,062 | 39,911 | -2,151 | -5.11% |
| Amplius Wealth Advisors LLC | 669,834 | 635,777 | -34,057 | -5.08% |
| Ashton Thomas Private Wealth LLC | 34,661 | 33,002 | -1,659 | -4.79% |
| NBT Bank N A NY | 33,675 | 32,070 | -1,605 | -4.77% |
| S. R. Schill & Associates | 7,787 | 7,437 | -350 | -4.49% |
| Private Trust Co. NA | 3,258 | 3,127 | -131 | -4.02% |
| TrueWealth Advisors LLC | 3,970 | 3,820 | -150 | -3.78% |
| Busey Wealth Management | 28,694 | 27,638 | -1,056 | -3.68% |
| Allworth Financial LP | 115,963 | 111,738 | -4,225 | -3.64% |
| Family Legacy Inc. | 54,284 | 52,349 | -1,935 | -3.56% |
| Congress Wealth Management LLC DE | 85,746 | 82,927 | -2,819 | -3.29% |
| Verdence Capital Advisors LLC | 8,483 | 8,226 | -257 | -3.03% |
| Aurum Wealth Management Group LLC | 8,403 | 8,159 | -244 | -2.90% |
| Brookstone Capital Management | 201,581 | 196,193 | -5,388 | -2.67% |
| Opal Wealth Advisors LLC | 5,360 | 5,226 | -134 | -2.50% |
| Wealthfront Advisers LLC | 167,319 | 163,167 | -4,152 | -2.48% |
| Smallwood Wealth Investment Management LLC | 44,648 | 43,543 | -1,105 | -2.47% |
| Cadent Capital Advisors LLC | 15,993 | 15,613 | -380 | -2.38% |
| Leavell Investment Management Inc. | 3,439 | 3,359 | -80 | -2.33% |
| Sunbelt Securities Inc. | 3,990 | 3,898 | -92 | -2.31% |
| Bank of New Hampshire | 6,145 | 6,015 | -130 | -2.12% |
| Swisher Financial Concepts Inc. | 4,559 | 4,468 | -91 | -2.00% |
| Signal Advisors Wealth LLC | 9,075 | 8,909 | -166 | -1.83% |
| HTLF Bank | 26,237 | 25,807 | -430 | -1.64% |
| Zhang Financial LLC | 10,709 | 10,535 | -174 | -1.62% |
| Capital Investment Advisors LLC | 13,897 | 13,683 | -214 | -1.54% |
| SNS Financial Group LLC | 77,831 | 76,820 | -1,011 | -1.30% |
| Southland Equity Partners LLC | 7,037 | 6,949 | -88 | -1.25% |
| Powers Advisory Group LLC | 8,874 | 8,784 | -90 | -1.01% |
| Cornerstone Wealth Management LLC | 74,530 | 73,915 | -615 | -0.83% |
| Horst & Graben Wealth Management LLC | 3,128 | 3,108 | -20 | -0.64% |
| Mather Group LLC. | 2,626,687 | 2,610,051 | -16,636 | -0.63% |
| Bank of Stockton | 355,014 | 352,803 | -2,211 | -0.62% |
| Bay Harbor Wealth Management LLC | 87,394 | 86,959 | -435 | -0.50% |
| International Assets Investment Management LLC | 12,539 | 12,482 | -57 | -0.45% |
| Stokes Capital Advisors LLC | 13,231 | 13,205 | -26 | -0.20% |
| Thomasville National Bank | 11,935 | 11,925 | -10 | -0.08% |
| OLIO Financial Planning | 352,095 | 351,857 | -238 | -0.07% |
| 13F Filers Exiting BIV | ||||
| BKM Wealth Management LLC | 283 | 0 | -283 | -100.00% |
| HF Advisory Group LLC | 3,425 | 0 | -3,425 | -100.00% |
| Dakota Community Bank & Trust NA | 1,245 | 0 | -1,245 | -100.00% |
| Marion Wealth Management | 62,537 | 0 | -62,537 | -100.00% |
| Gpwm LLC | 120,637 | 0 | -120,637 | -100.00% |
| DB Fitzpatrick & Co Inc | 4,395 | 0 | -4,395 | -100.00% |
| Tennessee Valley Asset Management Partners | 58 | 0 | -58 | -100.00% |
| Atwater Malick LLC | 3,350 | 0 | -3,350 | -100.00% |
| Santori & Peters Inc. | 2,844 | 0 | -2,844 | -100.00% |
| Synergy Financial Management LLC | 7,576 | 0 | -7,576 | -100.00% |
| Meridian Wealth Management LLC | 25,427 | 0 | -25,427 | -100.00% |
| Trinity Wealth Management LLC | 2,681 | 0 | -2,681 | -100.00% |
| Wiser Wealth Management Inc | 160,442 | 0 | -160,442 | -100.00% |
| Financial Management Professionals Inc. | 232 | 0 | -232 | -100.00% |
| Cutler Group LP | 100 | 0 | -100 | -100.00% |
| Brookmont Capital Management | 2,635 | 0 | -2,635 | -100.00% |
| Exchange Traded Concepts LLC | 85,463 | 0 | -85,463 | -100.00% |
| Hanson & Doremus Investment Management | 290 | 0 | -290 | -100.00% |
| Essex Financial Services Inc. | 3,335 | 0 | -3,335 | -100.00% |
| Calton & Associates Inc. | 12,982 | 0 | -12,982 | -100.00% |
See Summary: Institutional Holders of BIV
See Details: Top 10 Hedge Funds Holding BIV
