HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing EAGG Share Count | ||||
| Cranbrook Wealth Management LLC | 9,474 | 23,494 | +14,020 | +147.98% |
| Charter Oak Capital Management LLC | 11,960 | 22,015 | +10,055 | +84.07% |
| Financial Synergies Wealth Advisors Inc. | 108 | 188 | +80 | +74.07% |
| Global Retirement Partners LLC | 1,438 | 2,044 | +606 | +42.14% |
| Invera Wealth Advisors LLC | 16,032 | 22,150 | +6,118 | +38.16% |
| Walkner Condon Financial Advisors LLC | 5,333 | 7,171 | +1,838 | +34.46% |
| Buttonwood Financial Group LLC | 4,895 | 6,522 | +1,627 | +33.24% |
| Wealthfront Advisers LLC | 143,278 | 186,332 | +43,054 | +30.05% |
| Bluestem Financial Advisors LLC | 38,732 | 49,253 | +10,521 | +27.16% |
| Bangor Savings Bank | 8,912 | 11,216 | +2,304 | +25.85% |
| CWM LLC | 555,820 | 667,935 | +112,115 | +20.17% |
| Valley National Advisers Inc. | 11,937 | 13,973 | +2,036 | +17.06% |
| Wealth Enhancement Advisory Services LLC | 185,000 | 210,212 | +25,212 | +13.63% |
| Dynamic Advisor Solutions LLC | 146,923 | 165,303 | +18,380 | +12.51% |
| Horst & Graben Wealth Management LLC | 59,144 | 66,174 | +7,030 | +11.89% |
| APCM Wealth Management for Individuals | 112,203 | 124,990 | +12,787 | +11.40% |
| Morris Financial Concepts Inc. | 4,380 | 4,861 | +481 | +10.98% |
| Raymond James & Associates | 669,012 | 741,548 | +72,536 | +10.84% |
| Affinity Capital Advisors LLC | 129,595 | 142,973 | +13,378 | +10.32% |
| Falcon Wealth Planning | 7,133 | 7,841 | +708 | +9.93% |
| Strategic Blueprint LLC | 6,959 | 7,591 | +632 | +9.08% |
| Richard P Slaughter Associates Inc | 6,837 | 7,457 | +620 | +9.07% |
| Apella Capital LLC | 177,835 | 189,781 | +11,946 | +6.72% |
| Stonehearth Capital Management LLC | 20,848 | 22,241 | +1,393 | +6.68% |
| Parkside Advisors LLC | 53,635 | 57,039 | +3,404 | +6.35% |
| Wesbanco Bank Inc. | 190,150 | 202,028 | +11,878 | +6.25% |
| Acropolis Investment Management LLC | 4,195 | 4,410 | +215 | +5.13% |
| Sharkey Howes & Javer | 54,042 | 56,444 | +2,402 | +4.44% |
| Regions Financial Corp | 6,690 | 6,966 | +276 | +4.13% |
| Cornerstone Wealth Management LLC | 23,202 | 24,013 | +811 | +3.50% |
| Private Ocean LLC | 531,878 | 549,315 | +17,437 | +3.28% |
| Truefg LLC | 10,382 | 10,698 | +316 | +3.04% |
| Symmetry Partners LLC | 10,206 | 10,511 | +305 | +2.99% |
| Trust Co | 13,898 | 14,179 | +281 | +2.02% |
| Williams Financial LLC | 4,703 | 4,789 | +86 | +1.83% |
| Stratos Wealth Partners LTD. | 4,422 | 4,495 | +73 | +1.65% |
| RFG Advisory LLC | 24,634 | 24,986 | +352 | +1.43% |
| Stewardship Advisors LLC | 74,946 | 75,981 | +1,035 | +1.38% |
| Rise Advisors LLC | 468 | 471 | +3 | +0.64% |
| Fermata Advisors LLC | 11,085 | 11,153 | +68 | +0.61% |
| Valeo Financial Advisors LLC | 20,558 | 20,677 | +119 | +0.58% |
| One Wealth Advisors LLC | 117,862 | 118,467 | +605 | +0.51% |
| International Assets Investment Management LLC | 17,215 | 17,253 | +38 | +0.22% |
| Omega Financial Group LLC | 61,007 | 61,121 | +114 | +0.19% |
| GenTrust LLC | 20,944 | 20,976 | +32 | +0.15% |
| 13F Filers Reporting New Positions In EAGG | ||||
| Global Wealth Strategies & Associates | 0 | 0 | UNCH | 100% |
| Fifth Third Bancorp | 0 | 57 | +57 | +100% |
| Duncker Streett & Co. Inc. | 0 | 220 | +220 | +100% |
| Mather Group LLC. | 0 | 84 | +84 | +100% |
| CX Institutional | 0 | 18,884 | +18,884 | +100% |
| Coastal Investment Advisors Inc. | 0 | 246 | +246 | +100% |
| Colton Groome Financial Advisors LLC | 0 | 4,860 | +4,860 | +100% |
| Shira Ridge Wealth Management | 0 | 5,804 | +5,804 | +100% |
| PFG Investments LLC | 0 | 20,261 | +20,261 | +100% |
| Lane & Associates LLC | 0 | 4,750 | +4,750 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Diversified Trust Co | 8,625 | 8,625 | UNCH | 0.00% |
| Smith & Howard Wealth Management LLC | 11,580 | 11,580 | UNCH | 0.00% |
| Oakworth Capital Inc. | 5,477 | 5,477 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 893 | 893 | UNCH | 0.00% |
| Simon Quick Advisors LLC | 6,528 | 6,528 | UNCH | 0.00% |
| Sound Income Strategies LLC | 1,106 | 1,106 | UNCH | 0.00% |
| Benchmark Wealth Management LLC | 10,115 | 10,115 | UNCH | 0.00% |
| Provident Wealth Management LLC | 103 | 103 | UNCH | 0.00% |
| Pacifica Partners Inc. | 124 | 124 | UNCH | 0.00% |
| Levy Wealth Management Group LLC | 28,746 | 28,746 | UNCH | 0.00% |
| Brewster Financial Planning LLC | 23,772 | 23,772 | UNCH | 0.00% |
| Ameliora Wealth Management Ltd. | 10,683 | 10,683 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 290 | 290 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 29 | 29 | UNCH | 0.00% |
| Horizons Wealth Management | 4,222 | 4,222 | UNCH | 0.00% |
| 13F Filers Decreasing EAGG Share Count | ||||
| First Hawaiian Bank | 20,986 | 12,248 | -8,738 | -41.64% |
| Elwood & Goetz Wealth Advisory Group LLC | 52,291 | 31,058 | -21,233 | -40.61% |
| Sandbox Financial Partners LLC | 13,977 | 9,663 | -4,314 | -30.86% |
| Park Avenue Securities LLC | 178,216 | 137,999 | -40,217 | -22.57% |
| Manning & Napier Group LLC | 13,239 | 10,922 | -2,317 | -17.50% |
| Hart & Patterson Financial Group LLC | 78,479 | 65,073 | -13,406 | -17.08% |
| Stephens Consulting LLC | 3,535 | 3,092 | -443 | -12.53% |
| Raymond James Financial Services Advisors Inc. | 380,923 | 338,194 | -42,729 | -11.22% |
| Venturi Wealth Management LLC | 11,015 | 10,091 | -924 | -8.39% |
| Congress Wealth Management LLC DE | 25,328 | 23,279 | -2,049 | -8.09% |
| Sugarloaf Wealth Management LLC | 3,285 | 3,020 | -265 | -8.07% |
| Stratos Wealth Advisors LLC | 18,152 | 16,750 | -1,402 | -7.72% |
| Hoxton Planning & Management LLC | 5,887 | 5,517 | -370 | -6.29% |
| Financial Management Network Inc. | 8,406 | 7,903 | -503 | -5.98% |
| AdvisorNet Financial Inc | 7,244 | 6,852 | -392 | -5.41% |
| Brookstone Capital Management | 37,262 | 35,300 | -1,962 | -5.27% |
| Gradient Investments LLC | 55,048 | 52,281 | -2,767 | -5.03% |
| Trilogy Capital Inc. | 67,235 | 64,049 | -3,186 | -4.74% |
| Aspire Private Capital LLC | 459 | 439 | -20 | -4.36% |
| Foster Group Inc. | 33,798 | 32,599 | -1,199 | -3.55% |
| Dohj LLC | 177,645 | 173,038 | -4,607 | -2.59% |
| Aprio Wealth Management LLC | 23,528 | 23,068 | -460 | -1.96% |
| Aspiriant LLC | 26,745 | 26,339 | -406 | -1.52% |
| Austin Private Wealth LLC | 14,879 | 14,669 | -210 | -1.41% |
| RTD Financial Advisors Inc. | 58,625 | 58,512 | -113 | -0.19% |
| 13F Filers Exiting EAGG | ||||
| Level Financial Advisors Inc. | 32 | 0 | -32 | -100.00% |
| Arbor Trust Wealth Advisors LLC | 4,346 | 0 | -4,346 | -100.00% |
| Bristlecone Advisors LLC | 4,613 | 0 | -4,613 | -100.00% |
| Miracle Mile Advisors LLC | 4,896 | 0 | -4,896 | -100.00% |
| Asset Dedication LLC | 289 | 0 | -289 | -100.00% |
| Bourgeon Capital Management LLC | 260 | 0 | -260 | -100.00% |
| ST Germain D J Co. Inc. | 2,996 | 0 | -2,996 | -100.00% |
See Summary: Institutional Holders of EAGG
See Details: Top 10 Hedge Funds Holding EAGG
