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IWM Holdings Changes image
This page summarizes the IWM holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether IWM is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing IWM Share Count
Costello Asset Management INC 2 1,009 +1,007 +50350.00%
Provident Wealth Management LLC 3 262 +259 +8633.33%
Zurcher Kantonalbank Zurich Cantonalbank 74 4,095 +4,021 +5433.78%
FSC Wealth Advisors LLC 1,172 58,348 +57,176 +4878.50%
Diversified LLC 6,788 285,804 +279,016 +4110.43%
Simplicity Wealth LLC 3,015 59,376 +56,361 +1869.35%
Jamison Private Wealth Management Inc. 53 994 +941 +1775.47%
Barrett & Company Inc. 16 216 +200 +1250.00%
Hollencrest Capital Management 8,962 111,596 +102,634 +1145.21%
Teamwork Financial Advisors LLC 5,643 57,281 +51,638 +915.08%
Smartleaf Asset Management LLC 90 911 +821 +912.22%
Mirador Capital Partners LP 2,337 21,237 +18,900 +808.73%
Atomi Financial Group Inc. 3,944 32,159 +28,215 +715.39%
Bbjs Financial Advisors LLC 37 267 +230 +621.62%
Riggs Asset Managment Co. Inc. 3,447 24,160 +20,713 +600.90%
Ruedi Wealth Management Inc. 16 99 +83 +518.75%
WealthPLAN Partners LLC 3,542 19,841 +16,299 +460.16%
Investors Asset Management of Georgia Inc. GA ADV 4,106 22,290 +18,184 +442.86%
NorthCrest Asset Manangement LLC 3,595 18,034 +14,439 +401.64%
Redwood Wealth Management Group LLC 1,602 6,464 +4,862 +303.50%
Friedenthal Financial 920 3,671 +2,751 +299.02%
Silverleafe Capital Partners LLC 4,364 15,546 +11,182 +256.23%
Sigma Planning Corp 19,072 66,712 +47,640 +249.79%
Larson Financial Group LLC 8,076 26,314 +18,238 +225.83%
Richardson Financial Services Inc. 490 1,577 +1,087 +221.84%
AllSquare Wealth Management LLC 453 1,413 +960 +211.92%
Fortis Group Advisors LLC 2,565 7,194 +4,629 +180.47%
American Capital Advisory LLC 391 1,092 +701 +179.28%
Catalyst Financial Partners LLC 1,476 4,090 +2,614 +177.10%
Verus Capital Partners LLC 1,222 3,260 +2,038 +166.78%
PFG Investments LLC 4,927 12,646 +7,719 +156.67%
Fidelis Capital Partners LLC 14,303 36,640 +22,337 +156.17%
Allred Capital Management LLC 3,217 7,843 +4,626 +143.80%
Koshinski Asset Management Inc. 1,415 3,235 +1,820 +128.62%
Wiley BROS. Aintree Capital LLC 2,167 4,864 +2,697 +124.46%
Oppenheimer & Co. Inc. 25,891 57,811 +31,920 +123.29%
Smith Chas P & Associates PA Cpas 8,274 18,460 +10,186 +123.11%
Calamos Wealth Management LLC 3,933 8,769 +4,836 +122.96%
Absolute Capital Management LLC 6,282 13,746 +7,464 +118.82%
Security Benefit Life Insurance Co. KS 2,700 5,700 +3,000 +111.11%
BNP Paribas Arbitrage SA 1,734,523 3,606,819 +1,872,296 +107.94%
Stratos Wealth Partners LTD. 59,064 122,672 +63,608 +107.69%
Gimbal Financial 32,212 66,432 +34,220 +106.23%
Doliver Advisors LP 3,433 6,945 +3,512 +102.30%
Novare Capital Management LLC 1,721 3,414 +1,693 +98.37%
TRUE Private Wealth Advisors 67,718 126,559 +58,841 +86.89%
K.J. Harrison & Partners Inc 9,458 17,658 +8,200 +86.70%
Versant Capital Management Inc 736 1,365 +629 +85.46%
Hazlett Burt & Watson Inc. 377 695 +318 +84.35%
Register Financial Advisors LLC 1,038 1,890 +852 +82.08%
First Citizens Bank & Trust Co. 18,724 34,088 +15,364 +82.06%
NorthRock Partners LLC 8,131 14,476 +6,345 +78.03%
DORCHESTER WEALTH MANAGEMENT Co 1,075 1,900 +825 +76.74%
Procyon Private Wealth Partners LLC 3,252 5,719 +2,467 +75.86%
Banque Cantonale Vaudoise 10,191 17,764 +7,573 +74.31%
Washington Capital Management Inc. 5,895 10,200 +4,305 +73.03%
Austin Private Wealth LLC 1,292 2,191 +899 +69.58%
Cornerstone Wealth Group LLC 7,625 12,797 +5,172 +67.83%
United Community Bank 2,619 4,385 +1,766 +67.43%
Tranquility Partners LLC 4,057 6,696 +2,639 +65.05%
Macroview Investment Management LLC 782 1,289 +507 +64.83%
Mayfair Advisory Group LLC 1,229 2,002 +773 +62.90%
GAMMA Investing LLC 1,364 2,222 +858 +62.90%
Victory Capital Management Inc. 148,868 241,713 +92,845 +62.37%
Francis Financial Inc. 2,465 3,955 +1,490 +60.45%
Sar Wealth Management Group LLC 2,371 3,788 +1,417 +59.76%
Corundum Group Inc. 9,805 15,553 +5,748 +58.62%
Susquehanna International Group LLP 5,565,607 8,645,643 +3,080,036 +55.34%
Zullo Investment Group Inc. 1,257 1,942 +685 +54.49%
Patriot Financial Group Insurance Agency LLC 1,164 1,780 +616 +52.92%
Stablepoint Partners LLC 2,065 3,147 +1,082 +52.40%
Objectivity Squared LLC 9,876 15,029 +5,153 +52.18%
Cypress Financial Planning LLC 1,134 1,696 +562 +49.56%
Segment Wealth Management LLC 3,860 5,694 +1,834 +47.51%
Icapital Wealth LLC 4,631 6,797 +2,166 +46.77%
Institute for Wealth Management LLC. 14,131 20,578 +6,447 +45.62%
Essex Financial Services Inc. 6,529 9,487 +2,958 +45.31%
QRG Capital Management Inc. 6,811 9,781 +2,970 +43.61%
Azarias Capital Management L.P. 18,472 26,483 +8,011 +43.37%
Nvest Financial LLC 2,615 3,744 +1,129 +43.17%
Asset Dedication LLC 474 673 +199 +41.98%
Nelson Van Denburg & Campbell Wealth Management Group LLC 4,845 6,855 +2,010 +41.49%
CWM LLC 135,558 191,402 +55,844 +41.20%
Garrett Investment Advisors LLC 2,160 3,015 +855 +39.58%
Wealthcare Advisory Partners LLC 20,636 28,799 +8,163 +39.56%
Capital Market Strategies LLC 1,433 1,996 +563 +39.29%
Addison Capital Co 2,510 3,489 +979 +39.00%
Mystic Asset Management Inc. 1,099 1,519 +420 +38.22%
Highland Capital Management LLC 7,154 9,837 +2,683 +37.50%
Facet Wealth Inc. 1,926 2,641 +715 +37.12%
Advisors Capital Management LLC 2,552 3,498 +946 +37.07%
RPG Investment Advisory LLC 1,644 2,246 +602 +36.62%
Bell Bank 1,011 1,379 +368 +36.40%
Atlas Brown Inc. 3,153 4,257 +1,104 +35.01%
Private Capital Management LLC 1,486 2,006 +520 +34.99%
Cary Street Partners Investment Advisory LLC 29,564 39,866 +10,302 +34.85%
Red Cedar Investment Management LLC 127,402 171,794 +44,392 +34.84%
KCM Investment Advisors LLC 2,781 3,747 +966 +34.74%
E&G Advisors LP 11,342 15,275 +3,933 +34.68%
Lyell Wealth Management LP 14,165 18,963 +4,798 +33.87%
Embree Financial Group 2,978 3,975 +997 +33.48%
Natixis Advisors L.P. 43,683 58,274 +14,591 +33.40%
Pettyjohn Wood & White Inc. 4,659 6,209 +1,550 +33.27%
Trust Co. of Vermont 1,269 1,690 +421 +33.18%
Financial Services Advisory Inc 4,872 6,430 +1,558 +31.98%
Everett Harris & Co. CA 1,104 1,454 +350 +31.70%
Sound Income Strategies LLC 118 153 +35 +29.66%
Gables Capital Management Inc. 1,316 1,700 +384 +29.18%
Weaver Consulting Group 5,198 6,710 +1,512 +29.09%
Wagner Wealth Management LLC 1,511 1,943 +432 +28.59%
Capitol Family Office Inc. 36,590 46,960 +10,370 +28.34%
Dynamic Advisor Solutions LLC 44,858 57,126 +12,268 +27.35%
IFG Advisory LLC 17,718 22,541 +4,823 +27.22%
Intellectus Partners LLC 8,007 10,186 +2,179 +27.21%
Nvwm LLC 5,207 6,600 +1,393 +26.75%
Moors & Cabot Inc. 4,534 5,731 +1,197 +26.40%
TCP Asset Management LLC 1,097 1,373 +276 +25.16%
Lake Street Financial LLC 2,225 2,775 +550 +24.72%
Money Concepts Capital Corp 11,607 14,431 +2,824 +24.33%
Stairway Partners LLC 178,258 221,141 +42,883 +24.06%
Pinnacle Wealth Management Group Inc. 12,824 15,868 +3,044 +23.74%
MBL Wealth LLC 5,614 6,914 +1,300 +23.16%
Sonata Capital Group Inc. 4,780 5,882 +1,102 +23.05%
Argent Advisors Inc. 41,419 50,959 +9,540 +23.03%
Fluent Financial LLC 35,977 44,085 +8,108 +22.54%
Adviser Investments LLC 5,040 6,175 +1,135 +22.52%
Viewpoint Capital Management LLC 2,837 3,472 +635 +22.38%
Advisory Services Network LLC 32,456 39,578 +7,122 +21.94%
KRS Capital Management LLC 1,871 2,276 +405 +21.65%
AlphaStar Capital Management LLC 8,403 10,162 +1,759 +20.93%
CRA Financial Services LLC 2,896 3,494 +598 +20.65%
Fifth Third Bancorp 630,892 754,329 +123,437 +19.57%
Wealth Enhancement Advisory Services LLC 90,323 107,904 +17,581 +19.46%
Dearborn Partners LLC 1,113 1,329 +216 +19.41%
Parallel Advisors LLC 18,280 21,827 +3,547 +19.40%
NTV Asset Management LLC 58,040 69,076 +11,036 +19.01%
Fifth Third Wealth Advisors LLC 14,839 17,581 +2,742 +18.48%
Spire Wealth Management 19,476 22,930 +3,454 +17.73%
Gryphon Financial Partners LLC 7,164 8,430 +1,266 +17.67%
Woodmont Investment Counsel LLC 3,561 4,180 +619 +17.38%
Horrell Capital Management Inc. 1,328 1,558 +230 +17.32%
True North Advisors LLC 1,126 1,319 +193 +17.14%
GenTrust LLC 3,586 4,197 +611 +17.04%
St. Louis Trust Co 31,439 36,786 +5,347 +17.01%
VitalStone Financial LLC 178 208 +30 +16.85%
Summit Financial Group Inc. 17,299 20,197 +2,898 +16.75%
Tritonpoint Wealth LLC 2,940 3,432 +492 +16.73%
MRP Capital Investments LLC 2,900 3,375 +475 +16.38%
PCA Investment Advisory Services Inc. 25,962 30,207 +4,245 +16.35%
Soltis Investment Advisors LLC 2,559 2,977 +418 +16.33%
Thompson Davis & CO. Inc. 1,988 2,312 +324 +16.30%
Platt Investment Counsel LLC 66,755 77,486 +10,731 +16.08%
BOS Asset Management LLC 1,526 1,768 +242 +15.86%
MAI Capital Management 373,976 432,249 +58,273 +15.58%
Johnson & White Wealth Management LLC 2,728 3,149 +421 +15.43%
JFS Wealth Advisors LLC 20,548 23,706 +3,158 +15.37%
Toth Financial Advisory Corp 3,043 3,504 +461 +15.15%
Daymark Wealth Partners LLC 12,730 14,620 +1,890 +14.85%
Advanced Asset Management Advisors Inc 556 638 +82 +14.75%
Crestwood Advisors Group LLC 13,064 14,971 +1,907 +14.60%
MWA Asset Management 8,241 9,442 +1,201 +14.57%
M&T Bank Corp 2,599,321 2,976,980 +377,659 +14.53%
Mission Wealth Management LP 10,247 11,736 +1,489 +14.53%
Ellis Investment Partners LLC 1,927 2,203 +276 +14.32%
MBA Advisors LLC 5,036 5,756 +720 +14.30%
Thoroughbred Financial Services LLC 10,264 11,685 +1,421 +13.84%
Summit Trail Advisors LLC 46,380 52,614 +6,234 +13.44%
Kaydan Wealth Management Inc. 9,012 10,180 +1,168 +12.96%
KWB Wealth 1,258 1,420 +162 +12.88%
Crescent Grove Advisors LLC 20,406 23,019 +2,613 +12.81%
Osborne Partners Capital Management LLC 6,562 7,391 +829 +12.63%
Sabal Trust CO 11,004 12,391 +1,387 +12.60%
Integrity Financial Corp WA 207 233 +26 +12.56%
Cozad Asset Management Inc. 10,742 12,067 +1,325 +12.33%
17 Capital Partners LLC 4,018 4,506 +488 +12.15%
Horizon Bancorp Inc. IN 426 477 +51 +11.97%
AdvisorNet Financial Inc 8,460 9,472 +1,012 +11.96%
Signal Advisors Wealth LLC 2,592 2,901 +309 +11.92%
Strata Wealth Advisors LLC 1,404 1,570 +166 +11.82%
Grassi Investment Management 5,421 6,051 +630 +11.62%
Abacus Wealth Partners LLC 1,891 2,108 +217 +11.48%
Strategies Wealth Advisors LLC 1,229 1,369 +140 +11.39%
Centennial Wealth Advisory LLC 7,730 8,582 +852 +11.02%
Sage Mountain Advisors LLC 2,456 2,726 +270 +10.99%
Main Street Research LLC 275,590 305,424 +29,834 +10.83%
Capital Investment Advisors LLC 3,397 3,765 +368 +10.83%
Private Trust Co. NA 19,171 21,241 +2,070 +10.80%
Chatham Capital Group Inc. 8,383 9,285 +902 +10.76%
Childress Capital Advisors LLC 9,333 10,336 +1,003 +10.75%
Hallmark Capital Management Inc. 1,177 1,303 +126 +10.71%
Millburn Ridgefield Corp 1,320,393 1,461,619 +141,226 +10.70%
Catalyst Capital Advisors LLC 1,320,393 1,461,619 +141,226 +10.70%
Caldwell Sutter Capital Inc. 574 634 +60 +10.45%
Stillwater Capital Advisors LLC 2,800 3,088 +288 +10.29%
Global Retirement Partners LLC 45,839 50,537 +4,698 +10.25%
Trust Point Inc. 11,774 12,980 +1,206 +10.24%
Concurrent Investment Advisors LLC 47,652 52,430 +4,778 +10.03%
Retirement Income Solutions Inc 1,508 1,658 +150 +9.95%
HTLF Bank 3,739 4,110 +371 +9.92%
Southern Capital Advisors LLC 4,084 4,479 +395 +9.67%
SimpliFi Inc. 68,202 74,661 +6,459 +9.47%
Fortis Capital Advisors LLC 8,960 9,800 +840 +9.38%
Northeast Investment Management 1,689 1,847 +158 +9.35%
Delta Financial Group Inc. 10,156 11,082 +926 +9.12%
Valmark Advisers Inc. 8,319 9,073 +754 +9.06%
HB Wealth Management LLC 35,913 39,100 +3,187 +8.87%
Central Valley Advisors LLC 41,267 44,906 +3,639 +8.82%
Hexagon Capital Partners LLC 239 260 +21 +8.79%
Benjamin Edwards Inc. 194 211 +17 +8.76%
Bogart Wealth LLC 459 499 +40 +8.71%
Conning Inc. 61,892 67,259 +5,367 +8.67%
Honkamp Krueger Financial Services Inc. 10,535 11,443 +908 +8.62%
Raymond James Trust N.A. 44,183 47,979 +3,796 +8.59%
JNB Advisors LLC 13,345 14,462 +1,117 +8.37%
Berkshire Money Management Inc. 25,175 27,244 +2,069 +8.22%
Accel Wealth Management 3,015 3,262 +247 +8.19%
Allegheny Financial Group LTD 2,435 2,634 +199 +8.17%
Jag Capital Management LLC 1,013 1,094 +81 +8.00%
Kestra Private Wealth Services LLC 29,178 31,505 +2,327 +7.98%
Brown Miller Wealth Management LLC 6,490 7,007 +517 +7.97%
Heritage Wealth Management LLC 11,144 12,023 +879 +7.89%
Investment Partners Asset Management Inc. 3,541 3,820 +279 +7.88%
Cornerstone Advisory LLC 29,247 31,552 +2,305 +7.88%
Tempus Wealth Planning LLC 2,015 2,172 +157 +7.79%
waypoint wealth counsel 18,062 19,460 +1,398 +7.74%
Optimum Investment Advisors 7,421 7,984 +563 +7.59%
Coastline Trust Co 67,584 72,656 +5,072 +7.50%
KFA Private Wealth Group LLC 23,232 24,958 +1,726 +7.43%
Financial Perspectives Inc 2,002 2,150 +148 +7.39%
New York State Common Retirement Fund 24,549 26,336 +1,787 +7.28%
EWG Elevate Inc. 4,003 4,294 +291 +7.27%
Atticus Wealth Management LLC 32,487 34,848 +2,361 +7.27%
Calton & Associates Inc. 1,890 2,026 +136 +7.20%
Lincoln National Corp 66,681 71,474 +4,793 +7.19%
Joel Isaacson & Co. LLC 13,313 14,250 +937 +7.04%
CAPROCK Group Inc. 8,886 9,511 +625 +7.03%
Breakwater Capital Group 1,856 1,986 +130 +7.00%
Disciplined Investments LLC 6,628 7,091 +463 +6.99%
Firestone Capital Management 13,855 14,820 +965 +6.96%
North Star Investment Management Corp. 28,063 30,007 +1,944 +6.93%
Advisors Management Group Inc. ADV 27,003 28,844 +1,841 +6.82%
Ronald Blue Trust Inc. 6,067 6,477 +410 +6.76%
Westside Investment Management Inc. 375 400 +25 +6.67%
Smith Anglin Financial LLC 2,763 2,944 +181 +6.55%
Paulson Wealth Management Inc. 95,351 101,456 +6,105 +6.40%
Huntington National Bank 183,858 195,599 +11,741 +6.39%
Capital Asset Advisory Services LLC 2,746 2,921 +175 +6.37%
SkyOak Wealth LLC 1,778 1,891 +113 +6.36%
Csenge Advisory Group 3,807 4,048 +241 +6.33%
Addis & Hill Inc 12,192 12,949 +757 +6.21%
Navis Wealth Advisors LLC 1,210 1,285 +75 +6.20%
Kades & Cheifetz LLC 1,478 1,569 +91 +6.16%
Magnus Financial Group LLC 1,662 1,764 +102 +6.14%
Total Clarity Wealth Management Inc. 3,661 3,884 +223 +6.09%
Smith & Howard Wealth Management LLC 22,489 23,847 +1,358 +6.04%
Nations Financial Group Inc. IA ADV 4,206 4,458 +252 +5.99%
Ashton Thomas Private Wealth LLC 37,542 39,770 +2,228 +5.93%
Concord Wealth Partners 2,083 2,205 +122 +5.86%
First Financial Bank Trust Division 250,498 265,160 +14,662 +5.85%
Baltimore Washington Financial Advisors Inc. 16,532 17,487 +955 +5.78%
Thomasville National Bank 2,761 2,918 +157 +5.69%
Kohmann Bosshard Financial Services LLC 1,971 2,083 +112 +5.68%
Signature Securities Group Corporation 27,272 28,816 +1,544 +5.66%
Asset Allocation & Management Company LLC 1,776 1,876 +100 +5.63%
Seamount Financial Group Inc. 9,222 9,736 +514 +5.57%
Jessup Wealth Management Inc 40,525 42,772 +2,247 +5.54%
Merit Financial Group LLC 14,592 15,395 +803 +5.50%
Creative Financial Designs Inc. ADV 313 330 +17 +5.43%
TFB Advisors LLC 10,909 11,493 +584 +5.35%
Summit Investment Advisory Services LLC 2,116 2,229 +113 +5.34%
Aprio Wealth Management LLC 5,985 6,303 +318 +5.31%
Cortland Associates Inc. MO 1,055 1,110 +55 +5.21%
Unique Wealth LLC 10,959 11,527 +568 +5.18%
Heartwood Wealth Advisors LLC 3,868 4,066 +198 +5.12%
Flagship Harbor Advisors LLC 2,142 2,249 +107 +5.00%
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 19,544 20,476 +932 +4.77%
Almanack Investment Partners LLC. 22,586 23,660 +1,074 +4.76%
Mcdonald Partners LLC 2,197 2,299 +102 +4.64%
Little House Capital LLC 58,527 61,214 +2,687 +4.59%
Citizens Business Bank 27,348 28,582 +1,234 +4.51%
Independent Family Office LLC 39,975 41,763 +1,788 +4.47%
Monticello Wealth Management LLC 5,766 6,024 +258 +4.47%
Bluesphere Advisors LLC 2,397 2,504 +107 +4.46%
Park Avenue Securities LLC 83,101 86,699 +3,598 +4.33%
Stephenson & Company Inc. 5,389 5,622 +233 +4.32%
Carret Asset Management LLC 33,149 34,530 +1,381 +4.17%
Naples Global Advisors LLC 4,640 4,827 +187 +4.03%
Pegasus Partners Ltd. 52,996 55,028 +2,032 +3.83%
Kingswood Wealth Advisors LLC 4,977 5,166 +189 +3.80%
Sheets Smith Wealth Management 10,918 11,313 +395 +3.62%
Clear Investment Research LLC 470 487 +17 +3.62%
Anderson Hoagland & Co. 195,515 202,498 +6,983 +3.57%
Bedel Financial Consulting Inc. 11,469 11,877 +408 +3.56%
Culbertson A N & Co. Inc. 38,708 40,041 +1,333 +3.44%
Bellevue Asset Management LLC 117 121 +4 +3.42%
Cosner Financial Group LLC 5,983 6,181 +198 +3.31%
Poplar Forest Capital LLC 4,063 4,197 +134 +3.30%
Steel Peak Wealth Management LLC 63,792 65,889 +2,097 +3.29%
Kellett Schaffner Wealth Advisors LLC 2,770 2,861 +91 +3.29%
Forte Asset Management LLC 18,600 19,206 +606 +3.26%
Chemung Canal Trust Co. 16,312 16,835 +523 +3.21%
Wealthstar Advisors LLC 1,151 1,188 +37 +3.21%
Blue Bell Private Wealth Management LLC 35,749 36,883 +1,134 +3.17%
Perigon Wealth Management LLC 58,333 60,164 +1,831 +3.14%
Auour Investments LLC 18,260 18,832 +572 +3.13%
SOA Wealth Advisors LLC. 4,349 4,482 +133 +3.06%
Commonwealth Equity Services LLC 611,705 630,379 +18,674 +3.05%
Jackson Square Capital LLC 2,209 2,273 +64 +2.90%
Canal Capital Management LLC 1,645 1,692 +47 +2.86%
Foresight Capital Management Advisors Inc. 10,538 10,838 +300 +2.85%
Cassaday & Co Wealth Management LLC 3,512 3,612 +100 +2.85%
Ramsay Stattman Vela & Price Inc. 39,811 40,894 +1,083 +2.72%
Webster Bank N. A. 14,821 15,214 +393 +2.65%
Lpwm LLC 28,684 29,435 +751 +2.62%
Raymond James Financial Services Advisors Inc. 777,911 798,232 +20,321 +2.61%
StoneX Group Inc. 14,243 14,613 +370 +2.60%
Dakota Wealth Management 169,038 173,359 +4,321 +2.56%
Parthenon LLC 4,849 4,972 +123 +2.54%
Ballentine Partners LLC 32,074 32,871 +797 +2.48%
US Bancorp DE 3,665,907 3,754,489 +88,582 +2.42%
Crestone Asset Management LLC 8,427 8,631 +204 +2.42%
Howard Capital Management Inc. 39,690 40,645 +955 +2.41%
Parsons Capital Management Inc. RI 2,133 2,184 +51 +2.39%
Traynor Capital Management Inc. 1,132 1,159 +27 +2.39%
Fonville Wealth Management LLC 6,734 6,891 +157 +2.33%
Stratos Wealth Advisors LLC 78,239 80,047 +1,808 +2.31%
Private Wealth Group LLC 16,044 16,411 +367 +2.29%
Whittier Trust Co. of Nevada Inc. 128,868 131,803 +2,935 +2.28%
Compass Ion Advisors LLC 5,307 5,428 +121 +2.28%
Chicago Partners Investment Group LLC 30,772 31,472 +700 +2.27%
LGL Partners LLC 11,646 11,909 +263 +2.26%
Evolution Wealth Advisors LLC 33,187 33,937 +750 +2.26%
Stonegate Investment Group LLC 8,402 8,591 +189 +2.25%
Transform Wealth LLC 2,276 2,327 +51 +2.24%
Smith Shellnut Wilson LLC ADV 2,339 2,390 +51 +2.18%
LCM Capital Management Inc 63,490 64,854 +1,364 +2.15%
Financial Advisors LLC 7,177 7,329 +152 +2.12%
GoalVest Advisory LLC 384 392 +8 +2.08%
Fairman Group LLC 1,203 1,228 +25 +2.08%
Transcend Wealth Collective LLC 5,797 5,915 +118 +2.04%
PFG Advisors 19,002 19,388 +386 +2.03%
Country Club Bank GFN 27,467 27,992 +525 +1.91%
Saxon Interests Inc. 12,403 12,636 +233 +1.88%
James Investment Research Inc. 38,220 38,922 +702 +1.84%
MV Capital Management Inc. 23,962 24,404 +442 +1.84%
Chapin Davis Inc. 2,546 2,592 +46 +1.81%
Independence Bank of Kentucky 21,419 21,807 +388 +1.81%
Tompkins Financial Corp 3,975 4,044 +69 +1.74%
Sterling Investment Advisors LLC ADV 9,197 9,353 +156 +1.70%
Financial Advisory Service Inc. 20,729 21,081 +352 +1.70%
Pointe Capital Management LLC 7,170 7,288 +118 +1.65%
BOK Financial Private Wealth Inc. 18,537 18,841 +304 +1.64%
Oldfather Financial Services LLC 106,370 108,057 +1,687 +1.59%
Greenleaf Trust 30,928 31,414 +486 +1.57%
Montag A & Associates Inc. 31,342 31,831 +489 +1.56%
McAdam LLC 2,713 2,755 +42 +1.55%
Maltin Wealth Management Inc. 1,035 1,051 +16 +1.55%
Parkside Investments LLC 303,030 307,503 +4,473 +1.48%
City State Bank 1,347 1,367 +20 +1.48%
Private Management Group Inc. 3,513 3,564 +51 +1.45%
Hengehold Capital Management LLC 131,545 133,448 +1,903 +1.45%
Evanson Asset Management LLC 8,759 8,886 +127 +1.45%
Cornerstone Wealth Management LLC 8,044 8,161 +117 +1.45%
Principal Financial Group Inc. 16,873 17,116 +243 +1.44%
Cultivar Capital Inc. 2,990 3,033 +43 +1.44%
International Assets Investment Management LLC 22,267 22,580 +313 +1.41%
Carlton Hofferkamp & Jenks Wealth Management LLC 4,440 4,499 +59 +1.33%
Armor Investment Advisors LLC 1,509 1,529 +20 +1.33%
Parcion Private Wealth LLC 2,781 2,818 +37 +1.33%
Envestnet Portfolio Solutions Inc. 1,014,570 1,028,009 +13,439 +1.32%
Prosperity Planning Inc. 1,779 1,802 +23 +1.29%
First Horizon Advisors Inc. 129,188 130,796 +1,608 +1.24%
Financial Partners Group Inc 2,344 2,373 +29 +1.24%
Retirement Planning Co of New England Inc. 1,625 1,645 +20 +1.23%
FCA Corp TX 8,005 8,101 +96 +1.20%
Sharkey Howes & Javer 6,310 6,385 +75 +1.19%
Stockman Wealth Management Inc. 2,623 2,654 +31 +1.18%
LexAurum Advisors LLC 1,629 1,648 +19 +1.17%
JCIC Asset Management Inc. 38,136 38,576 +440 +1.15%
Gilbert & Cook Inc. 130,553 131,983 +1,430 +1.10%
WASHINGTON TRUST Co 349,282 353,101 +3,819 +1.09%
Sage Capital Advisors llc 7,656 7,732 +76 +0.99%
AMG National Trust Bank 879,658 888,075 +8,417 +0.96%
SC&H Financial Advisors Inc. 5,033 5,081 +48 +0.95%
Strategic Blueprint LLC 2,243 2,264 +21 +0.94%
Insight Advisors LLC PA 2,780 2,806 +26 +0.94%
Taylor Cottrill Erickson & Associates Inc. 5,456 5,506 +50 +0.92%
Pioneer Trust Bank N A OR 3,085 3,113 +28 +0.91%
SignalPoint Asset Management LLC 1,781 1,797 +16 +0.90%
Obermeyer Wood Investment Counsel Lllp 5,574 5,623 +49 +0.88%
Pittenger & Anderson Inc. 194,610 196,309 +1,699 +0.87%
Pinnacle Financial Partners Inc. 93,509 94,310 +801 +0.86%
Thrive Wealth Management LLC 3,954 3,988 +34 +0.86%
Peterson Financial Group Inc. 7,070 7,129 +59 +0.83%
Greenfield FTC Inc. 56,816 57,262 +446 +0.78%
Edge Wealth Management LLC 119,426 120,314 +888 +0.74%
USAdvisors Wealth Management LLC 26,401 26,594 +193 +0.73%
IAG Wealth Partners LLC 2,054 2,069 +15 +0.73%
Wedmont Private Capital 8,543 8,605 +62 +0.73%
Bray Capital Advisors 42,670 42,971 +301 +0.71%
VeraBank N.A. 4,672 4,705 +33 +0.71%
Lbmc Investment Advisors LLC 701,605 706,274 +4,669 +0.67%
GEM Asset Management LLC 8,726 8,780 +54 +0.62%
Empirical Financial Services LLC d.b.a. Empirical Wealth Management 8,576 8,627 +51 +0.59%
Deroy & Devereaux Private Investment Counsel Inc. 6,527 6,562 +35 +0.54%
Burkett Financial Services LLC 184 185 +1 +0.54%
Rise Advisors LLC 1,874 1,884 +10 +0.53%
New Republic Capital LLC 7,876 7,916 +40 +0.51%
Parkside Advisors LLC 151,086 151,809 +723 +0.48%
Bailard Inc. 38,987 39,171 +184 +0.47%
Carnegie Capital Asset Management LLC 17,127 17,207 +80 +0.47%
Cyndeo Wealth Partners LLC 2,659 2,671 +12 +0.45%
Jackson Grant Investment Advisers Inc. 9,265 9,305 +40 +0.43%
Kanawha Capital Management LLC 75,932 76,243 +311 +0.41%
HFG Advisors Inc. 4,927 4,947 +20 +0.41%
Fulton Bank N.A. 14,147 14,202 +55 +0.39%
Parkside Financial Bank & Trust 33,257 33,379 +122 +0.37%
Navalign LLC 4,037 4,052 +15 +0.37%
Mayflower Financial Advisors LLC 16,097 16,156 +59 +0.37%
SYM FINANCIAL Corp 279 280 +1 +0.36%
Arbor Trust Wealth Advisors LLC 12,714 12,759 +45 +0.35%
Venturi Wealth Management LLC 11,046 11,084 +38 +0.34%
Spinnaker Trust 10,493 10,525 +32 +0.30%
Main Line Retirement Advisors LLC 1,011 1,014 +3 +0.30%
Simon Quick Advisors LLC 11,431 11,464 +33 +0.29%
Eagle Wealth Strategies LLC 1,044 1,047 +3 +0.29%
Glassman Wealth Services 1,438 1,442 +4 +0.28%
Axiom Advisory LLC 1,063 1,066 +3 +0.28%
Elevate Wealth Advisory Inc. 373 374 +1 +0.27%
Anchor Capital Advisors LLC 22,484 22,542 +58 +0.26%
Riverwater Partners LLC 2,734 2,741 +7 +0.26%
McCollum Christoferson Group LLC 1,571 1,575 +4 +0.25%
Nicollet Investment Management Inc. 1,595 1,599 +4 +0.25%
Cedar Mountain Advisors LLC 4,874 4,886 +12 +0.25%
Significant Wealth Partners LLC 1,609 1,613 +4 +0.25%
Callan Capital LLC 4,608 4,619 +11 +0.24%
Riverpoint Wealth Management Holdings LLC 7,385 7,403 +18 +0.24%
First Pacific Financial 414 415 +1 +0.24%
TAGStone Capital Inc. 2,976 2,983 +7 +0.24%
Palo Alto Wealth Advisors LLC 2,078 2,083 +5 +0.24%
Fairway Wealth LLC 5,020 5,032 +12 +0.24%
Marks Group Wealth Management Inc 1,279 1,282 +3 +0.23%
Newton One Investments LLC 430 431 +1 +0.23%
SP Asset Management LLC 1,311 1,314 +3 +0.23%
Planned Solutions Inc. 6,947 6,962 +15 +0.22%
Keystone Wealth Services LLC 6,727 6,742 +15 +0.22%
New England Capital Financial Advisors LLC 448 449 +1 +0.22%
Family Firm Inc. 7,037 7,052 +15 +0.21%
New England Private Wealth Advisors LLC 28,509 28,567 +58 +0.20%
Sightline Wealth Advisors LLC 5,077 5,087 +10 +0.20%
Valley National Advisers Inc. 515 516 +1 +0.19%
Fagan Associates Inc. 6,856 6,869 +13 +0.19%
Monterey Private Wealth Inc. 3,605 3,612 +7 +0.19%
IFG Advisors LLC 6,658 6,670 +12 +0.18%
Core Wealth Partners LLC 1,090 1,092 +2 +0.18%
Townsend Asset Management Corp NC ADV 3,554 3,560 +6 +0.17%
Arthur M. Cohen & Associates LLC 5,809 5,819 +10 +0.17%
Financial Management Network Inc. 2,420 2,424 +4 +0.17%
Arbor Investment Advisors LLC 51,269 51,350 +81 +0.16%
Acorn Wealth Advisors LLC 1,266 1,268 +2 +0.16%
Sprinkle Financial Consultants LLC 1,221 1,223 +2 +0.16%
Mitchell Mcleod Pugh & Williams Inc. 1,312 1,314 +2 +0.15%
Great Valley Advisor Group Inc. 12,532 12,551 +19 +0.15%
Planning Capital Management Corp 651 652 +1 +0.15%
New England Professional Planning Group Inc. 1,407 1,409 +2 +0.14%
Aspen Investment Management Inc 29,043 29,077 +34 +0.12%
West Branch Capital LLC 951 952 +1 +0.11%
Integrated Advisors Network LLC 48,088 48,134 +46 +0.10%
Powell Investment Advisors LLC 5,180 5,185 +5 +0.10%
Capital Performance Advisors LLP 1,939 1,941 +2 +0.10%
AlphaMark Advisors LLC 1,279 1,280 +1 +0.08%
Fragasso Group Inc. 5,120 5,124 +4 +0.08%
Nicholas Hoffman & Company LLC. 12,997 13,008 +11 +0.08%
Kaizen Financial Strategies 1,271 1,272 +1 +0.08%
American National Bank 4,348 4,351 +3 +0.07%
Sugarloaf Wealth Management LLC 4,342 4,345 +3 +0.07%
FC Advisory LLC 1,485 1,486 +1 +0.07%
Apella Capital LLC 9,730 9,737 +7 +0.07%
Allen Mooney & Barnes Investment Advisors LLC 1,472 1,473 +1 +0.07%
City Holding Co. 23,247 23,262 +15 +0.06%
Wilbanks Smith & Thomas Asset Management LLC 67,203 67,241 +38 +0.06%
Marshall & Sullivan Inc. WA 114,572 114,631 +59 +0.05%
GHP Investment Advisors Inc. 1,842 1,843 +1 +0.05%
Heritage Wealth Advisors 5,759 5,762 +3 +0.05%
Revolve Wealth Partners LLC 11,014 11,018 +4 +0.04%
Palisades Hudson Asset Management L.P. 3,905 3,906 +1 +0.03%
KMG Fiduciary Partners LLC 7,094 7,096 +2 +0.03%
Unionview LLC 22,172 22,179 +7 +0.03%
Sentry LLC 3,830 3,831 +1 +0.03%
Legacy Bridge LLC 8,529 8,530 +1 +0.01%
13F Filers Reporting New Positions In IWM
Papp L Roy & Associates 0 1,081 +1,081 +100%
PDS Planning Inc 0 521 +521 +100%
BNP Paribas 0 168 +168 +100%
Panagora Asset Management Inc. 0 35,777 +35,777 +100%
Kornitzer Capital Management Inc. KS 0 974 +974 +100%
American National Bank & Trust Co. VA 0 1,574 +1,574 +100%
Hartline Investment Corp 0 8,775 +8,775 +100%
Lateef Investment Management L.P. 0 2,050 +2,050 +100%
GW Henssler & Associates Ltd. 0 991 +991 +100%
Roanoke Asset Management Corp NY 0 1,495 +1,495 +100%
CHURCHILL MANAGEMENT Corp 0 61,684 +61,684 +100%
Stevens Capital Management LP 0 19,900 +19,900 +100%
Exchange Capital Management Inc. 0 979 +979 +100%
GSA Capital Partners LLP 0 2,330 +2,330 +100%
Capstone Investment Advisors LLC 0 91,410 +91,410 +100%
Exchange Traded Concepts LLC 0 140 +140 +100%
Mesirow Financial Investment Management Inc. 0 91,839 +91,839 +100%
WESPAC Advisors LLC 0 1,950 +1,950 +100%
Wellington Shields Capital Management LLC 0 3,710 +3,710 +100%
Wellington Shields & Co. LLC 0 75 +75 +100%
Nelson Roberts Investment Advisors LLC 0 985 +985 +100%
Quantbot Technologies LP 0 12,209 +12,209 +100%
Kessler Investment Group LLC 0 168 +168 +100%
XR Securities LLC 0 3,040 +3,040 +100%
New Harbor Financial Group LLC 0 64,163 +64,163 +100%
Strategic Advisors LLC 0 3,226 +3,226 +100%
NINE MASTS CAPITAL Ltd 0 24,934 +24,934 +100%
Alpha Cubed Investments LLC 0 1,898 +1,898 +100%
Beacon Financial Group 0 1,523 +1,523 +100%
Riverview Trust Co 0 269 +269 +100%
Advisors Preferred LLC 0 100 +100 +100%
BTC Capital Management Inc. 0 61,924 +61,924 +100%
Krilogy Financial LLC 0 17,840 +17,840 +100%
Deane Retirement Strategies Inc. 0 28,831 +28,831 +100%
Lee Johnson Capital Management LLC 0 79,675 +79,675 +100%
Copperwynd Financial LLC 0 980 +980 +100%
First Bank & Trust 0 1,893 +1,893 +100%
Ritholtz Wealth Management 0 1,503 +1,503 +100%
Access Financial Services Inc. 0 1,220 +1,220 +100%
SpiderRock Advisors LLC 0 16,968 +16,968 +100%
Quattro Financial Advisors LLC 0 2,550 +2,550 +100%
Cypress Wealth Services LLC 0 1,243 +1,243 +100%
Shilanski & Associates Inc. 0 974 +974 +100%
Rinkey Investments 0 17,673 +17,673 +100%
180 Wealth Advisors LLC 0 1,365 +1,365 +100%
Vigilare Wealth Management 0 3,989 +3,989 +100%
Steigerwald Gordon & Koch Inc. 0 964 +964 +100%
All Season Financial Advisors Inc. 0 12,926 +12,926 +100%
Insight Wealth Strategies LLC 0 1,502 +1,502 +100%
Opes Wealth Management LLC 0 998 +998 +100%
Bay Harbor Wealth Management LLC 0 50 +50 +100%
CCG Wealth Management LLC 0 4,997 +4,997 +100%
Xcel Wealth Management LLC 0 1,608 +1,608 +100%
WealthBridge Investment Counsel Inc. 0 1,022 +1,022 +100%
General Partner Inc. 0 4,176 +4,176 +100%
Meadow Creek Wealth Advisors LLC 0 1,938 +1,938 +100%
Berger Financial Group Inc 0 1,003 +1,003 +100%
LifePro Asset Management 0 1,159 +1,159 +100%
Harbor Group Inc. 0 962 +962 +100%
Galvin Gaustad & Stein LLC 0 1,145 +1,145 +100%
Cary Street Partners Asset Management LLC 0 1,433 +1,433 +100%
Crown Wealth Group LLC 0 970 +970 +100%
Strategic Financial Concepts LLC 0 3,241 +3,241 +100%
Mason & Associates LLC 0 10,838 +10,838 +100%
BayBridge Capital Group LLC 0 18,279 +18,279 +100%
CarsonAllaria Wealth Management Ltd. 0 7 +7 +100%
Integral Investment Advisors Inc. 0 2,047 +2,047 +100%
Eagle Strategies LLC 0 1,920 +1,920 +100%
Members Advisory Group LLC 0 1,834 +1,834 +100%
New Perspectives Inc 0 57,955 +57,955 +100%
Schrum Private Wealth Management LLC 0 1,845 +1,845 +100%
Warner Financial Inc. 0 1,986 +1,986 +100%
Gray Private Wealth LLC 0 35,357 +35,357 +100%
Global Assets Advisory LLC 0 129,783 +129,783 +100%
EnRich Financial Partners LLC 0 119 +119 +100%
Gallacher Capital Management LLC 0 1,077 +1,077 +100%
Commonwealth Retirement Investments LLC 0 1,000 +1,000 +100%
Cora Capital Advisors LLC 0 953 +953 +100%
Financial Freedom LLC 0 28 +28 +100%
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors 0 3,577 +3,577 +100%
CIC Wealth LLC 0 7,976 +7,976 +100%
Whitaker Myers Wealth Managers LTD. 0 5,307 +5,307 +100%
Sykon Capital LLC 0 13,407 +13,407 +100%
Christopher J. Hasenberg Inc 0 10 +10 +100%
WFA Asset Management Corp 0 25 +25 +100%
Arlington Trust Co LLC 0 11 +11 +100%
PFS Partners LLC 0 75 +75 +100%
Harbour Trust & Investment Management Co 0 983 +983 +100%
Integrity Wealth Solutions LLC 0 1,071 +1,071 +100%
Rakuten Securities Inc. 0 713 +713 +100%
Focus Financial Network Inc. 0 9,336 +9,336 +100%
Clayton Financial Group LLC 0 3,054 +3,054 +100%
Accordant Advisory Group Inc 0 292 +292 +100%
Adapt Wealth Advisors LLC 0 8,850 +8,850 +100%
Central Pacific Bank Trust Division 0 11,622 +11,622 +100%
McCarthy & Cox 0 2,485 +2,485 +100%
Tenon Financial LLC 0 1,591 +1,591 +100%
FPC Investment Advisory Inc. 0 19 +19 +100%
Diversify Advisory Services LLC 0 122,699 +122,699 +100%
Hilltop National Bank 0 3,844 +3,844 +100%
13F Filers With Unchanged Share Count
CENTRAL TRUST Co 4,840 4,840 UNCH 0.00%
Romano Brothers AND Company 1,358 1,358 UNCH 0.00%
Meridian Management Co. 2,128 2,128 UNCH 0.00%
Meeder Asset Management Inc. 3,363 3,363 UNCH 0.00%
Campbell Capital Management Inc. 14,000 14,000 UNCH 0.00%
Strategic Investment Management LLC 24,430 24,430 UNCH 0.00%
Atlantic Union Bankshares Corp 1,685 1,685 UNCH 0.00%
Salem Investment Counselors Inc. 14,152 14,152 UNCH 0.00%
Godsey & Gibb Associates 165 165 UNCH 0.00%
Professional Advisory Services Inc. 1,735 1,735 UNCH 0.00%
Guyasuta Investment Advisors Inc. 6,956 6,956 UNCH 0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 3,892 3,892 UNCH 0.00%
Fort Washington Investment Advisors Inc. OH 31,849 31,849 UNCH 0.00%
Norwood Financial Corp 78 78 UNCH 0.00%
Cabot Wealth Management Inc. 1,111 1,111 UNCH 0.00%
Duncker Streett & Co. Inc. 525 525 UNCH 0.00%
Atwood & Palmer Inc. 480 480 UNCH 0.00%
Investment Partners LTD. 3,939 3,939 UNCH 0.00%
Adirondack Trust Co. 1,448 1,448 UNCH 0.00%
Albion Financial Group UT 716 716 UNCH 0.00%
TD Asset Management Inc. 1,437 1,437 UNCH 0.00%
Van Strum & Towne Inc. 1,225 1,225 UNCH 0.00%
Trust Co. of Oklahoma 1,850 1,850 UNCH 0.00%
Moody National Bank Trust Division 10,774 10,774 UNCH 0.00%
Lynch & Associates IN 2,600 2,600 UNCH 0.00%
Mogy Joel R Investment Counsel Inc. 320 320 UNCH 0.00%
First Community Trust NA 991 991 UNCH 0.00%
Buckhead Capital Management LLC 1,000 1,000 UNCH 0.00%
Northern Oak Wealth Management Inc. 8,538 8,538 UNCH 0.00%
Nichols & Pratt Advisers LLP MA 4,540 4,540 UNCH 0.00%
Chesley Taft & Associates LLC 2,707 2,707 UNCH 0.00%
Cim Investment Mangement Inc. 2,482 2,482 UNCH 0.00%
Montgomery Investment Management Inc. 4,000 4,000 UNCH 0.00%
Skylands Capital LLC 400 400 UNCH 0.00%
Covenant Partners LLC 89 89 UNCH 0.00%
Allen Investment Management LLC 6,500 6,500 UNCH 0.00%
Phillips Financial Management LLC 71 71 UNCH 0.00%
Hartford Financial Management Inc. 308 308 UNCH 0.00%
Indiana Trust & Investment Management CO 7,426 7,426 UNCH 0.00%
Amtrust Financial Services Inc. 22,200 22,200 UNCH 0.00%
Harrington Investments INC 1,910 1,910 UNCH 0.00%
Capital Investment Counsel Inc 351 351 UNCH 0.00%
Hayek Kallen Investment Management 1,305 1,305 UNCH 0.00%
Vista Capital Partners Inc. 3,121 3,121 UNCH 0.00%
Fiera Capital Corp 10,218 10,218 UNCH 0.00%
Drexel Morgan & Co. 2,866 2,866 UNCH 0.00%
AFT Forsyth & Company Inc. 4,376 4,376 UNCH 0.00%
Rocky Mountain Advisers LLC 70 70 UNCH 0.00%
First Business Financial Services Inc. 5,923 5,923 UNCH 0.00%
Peregrine Asset Advisers Inc. 9,741 9,741 UNCH 0.00%
Consolidated Investment Group LLC 103,911 103,911 UNCH 0.00%
Newman Dignan & Sheerar Inc. 1,275 1,275 UNCH 0.00%
Financial Management Professionals Inc. 86 86 UNCH 0.00%
Lowe Wealth Advisors LLC 49 49 UNCH 0.00%
Alaska Permanent Fund Corp 309,518 309,518 UNCH 0.00%
Horan Capital Advisors LLC. 1,257 1,257 UNCH 0.00%
Oakworth Capital Inc. 1,146 1,146 UNCH 0.00%
M. Kraus & Co 3,500 3,500 UNCH 0.00%
D. Scott Neal Inc. 1,860 1,860 UNCH 0.00%
Pictet North America Advisors SA 1,036 1,036 UNCH 0.00%
Community Bank of Raymore 1,309 1,309 UNCH 0.00%
Schnieders Capital Management LLC 1,267 1,267 UNCH 0.00%
Mengis Capital Management Inc. 2,841 2,841 UNCH 0.00%
Neumann Capital Management LLC 5,208 5,208 UNCH 0.00%
Trust Co 14 14 UNCH 0.00%
Cambridge Advisors Inc. 6,812 6,812 UNCH 0.00%
Lincoln Capital LLC 1,246 1,246 UNCH 0.00%
Edmond DE Rothschild Holding S.A. 5,428 5,428 UNCH 0.00%
FFT Wealth Management LLC 18,347 18,347 UNCH 0.00%
First PREMIER Bank 19 19 UNCH 0.00%
Orgel Wealth Management LLC 1,331 1,331 UNCH 0.00%
Grove Bank & Trust 8,194 8,194 UNCH 0.00%
Colorado Capital Management Inc. 5,754 5,754 UNCH 0.00%
Mandatum Life Insurance Co Ltd 7,202 7,202 UNCH 0.00%
Capital Insight Partners LLC 1,125 1,125 UNCH 0.00%
Schneider Downs Wealth Management Advisors LP 3,156 3,156 UNCH 0.00%
REDW Wealth LLC 1,416 1,416 UNCH 0.00%
Shepherd Financial Partners LLC 2,679 2,679 UNCH 0.00%
Independent Advisor Alliance 3,330 3,330 UNCH 0.00%
Farmers & Merchants Trust Co of Chambersburg PA 264 264 UNCH 0.00%
Abbrea Capital LLC 3,533 3,533 UNCH 0.00%
Narus Financial Partners LLC 4,180 4,180 UNCH 0.00%
Founders Capital Management 66 66 UNCH 0.00%
Bfsg LLC 750 750 UNCH 0.00%
Franklin Parlapiano Turner & Welch LLC 15,980 15,980 UNCH 0.00%
FLC Capital Advisors 1,345 1,345 UNCH 0.00%
Sawyer & Company Inc 257 257 UNCH 0.00%
PrairieView Partners LLC 1,224 1,224 UNCH 0.00%
Gradient Capital Advisors LLC 5,142 5,142 UNCH 0.00%
Ballew Advisors Inc 3,456 3,456 UNCH 0.00%
Global Trust Asset Management LLC 61 61 UNCH 0.00%
MainStreet Investment Advisors LLC 7,568 7,568 UNCH 0.00%
Northwest Capital Management Inc 921 921 UNCH 0.00%
Solstein Capital LLC 11 11 UNCH 0.00%
Ellenbecker Investment Group 5,978 5,978 UNCH 0.00%
APCM Wealth Management for Individuals 11 11 UNCH 0.00%
Centerpoint Advisors LLC 20 20 UNCH 0.00%
Lutz Financial Services LLC 3,613 3,613 UNCH 0.00%
Pathway Financial Advisors LLC 2,556 2,556 UNCH 0.00%
Pflug Koory LLC 1,665 1,665 UNCH 0.00%
Grant Street Asset Management Inc. 1,294 1,294 UNCH 0.00%
Principle Wealth Partners LLC 1,194 1,194 UNCH 0.00%
JGP Wealth Management LLC 1,295 1,295 UNCH 0.00%
Integris Wealth Management LLC 2,100 2,100 UNCH 0.00%
Essex Savings Bank 13,736 13,736 UNCH 0.00%
Monte Financial Group LLC 1,201 1,201 UNCH 0.00%
McGuire Investment Group LLC 3,185 3,185 UNCH 0.00%
Inlet Private Wealth LLC 1,260 1,260 UNCH 0.00%
Defender Capital LLC. 1,800 1,800 UNCH 0.00%
Princeton Global Asset Management LLC 290 290 UNCH 0.00%
Market Street Wealth Management Advisors LLC 2,053 2,053 UNCH 0.00%
Sage Rhino Capital LLC 6,618 6,618 UNCH 0.00%
Patriot Investment Management Inc. 7,252 7,252 UNCH 0.00%
PSI Advisors LLC 54 54 UNCH 0.00%
Legend Financial Advisors Inc. 222 222 UNCH 0.00%
Americana Partners LLC 14,023 14,023 UNCH 0.00%
Avalon Trust Co 1,981 1,981 UNCH 0.00%
Live Oak Private Wealth LLC 3,012 3,012 UNCH 0.00%
Pacifica Partners Inc. 319 319 UNCH 0.00%
S.A. Mason LLC 1,625 1,625 UNCH 0.00%
PBMares Wealth Management LLC 1,000 1,000 UNCH 0.00%
Key Financial Inc 4,637 4,637 UNCH 0.00%
Dohj LLC 1,400 1,400 UNCH 0.00%
Lion Street Advisors LLC 1,401 1,401 UNCH 0.00%
CVA Family Office LLC 1,050 1,050 UNCH 0.00%
Stokes Family Office LLC 1,500 1,500 UNCH 0.00%
Hummer Financial Advisory Services Inc 1,975 1,975 UNCH 0.00%
TI Trust Inc. 3,303 3,303 UNCH 0.00%
Hohimer Wealth Management LLC 1,900 1,900 UNCH 0.00%
Asio Capital LLC 1,343 1,343 UNCH 0.00%
Goodwin Investment Advisory 63 63 UNCH 0.00%
Rosenberg Matthew Hamilton 1,215 1,215 UNCH 0.00%
Walkner Condon Financial Advisors LLC 13,862 13,862 UNCH 0.00%
Sunflower Bank N.A. 9,317 9,317 UNCH 0.00%
MTM Investment Management LLC 622 622 UNCH 0.00%
Wolff Wiese Magana LLC 1,171 1,171 UNCH 0.00%
Marshall Financial Group LLC 1,499 1,499 UNCH 0.00%
Levy Wealth Management Group LLC 1,397 1,397 UNCH 0.00%
Bond & Devick Financial Network Inc. 4,767 4,767 UNCH 0.00%
Brown Financial Advisory 1,980 1,980 UNCH 0.00%
Oakwell Private Wealth Management LLC 9,746 9,746 UNCH 0.00%
Madison Wealth Partners Inc 2,398 2,398 UNCH 0.00%
Collective Family Office LLC 4,357 4,357 UNCH 0.00%
Humankind Investments LLC 55,660 55,660 UNCH 0.00%
Privium Fund Management UK Ltd 13,750 13,750 UNCH 0.00%
TNF LLC 1,216 1,216 UNCH 0.00%
Baron Silver Stevens Financial Advisors LLC 1,151 1,151 UNCH 0.00%
Advocate Group LLC 1,716 1,716 UNCH 0.00%
Piscataqua Savings Bank 70 70 UNCH 0.00%
Kennicott Capital Management LLC 1,312 1,312 UNCH 0.00%
Sageworth Trust Co of South Dakota 7,537 7,537 UNCH 0.00%
Tenret Co LLC 1,000 1,000 UNCH 0.00%
SJS Investment Consulting Inc. 1,054 1,054 UNCH 0.00%
Reuter James Wealth Management LLC 2,099 2,099 UNCH 0.00%
Washington Trust Advisors Inc. 217 217 UNCH 0.00%
Amplius Wealth Advisors LLC 1,775 1,775 UNCH 0.00%
Keb Asset Management LLC 2,011 2,011 UNCH 0.00%
DBK Financial Counsel LLC 9,140 9,140 UNCH 0.00%
Waypoint Capital Advisors LLC 2,205 2,205 UNCH 0.00%
Blodgett Wealth Advisors LLC 3,015 3,015 UNCH 0.00%
Von Berge Wealth Management Group LLC 1,153 1,153 UNCH 0.00%
Stone Point Wealth LLC 2,298 2,298 UNCH 0.00%
Kathleen S. Wright Associates Inc. 130 130 UNCH 0.00%
Lauterbach Financial Advisors LLC 1,046 1,046 UNCH 0.00%
Confluence Wealth Services Inc. 5,490 5,490 UNCH 0.00%
Paragon Financial Partners Inc. 1,523 1,523 UNCH 0.00%
Intergy Private Wealth LLC 1,223 1,223 UNCH 0.00%
Ulland Investment Advisors LLC 50 50 UNCH 0.00%
Autumn Glory Partners LLC 4,070 4,070 UNCH 0.00%
Global Wealth Strategies & Associates 133 133 UNCH 0.00%
Quent Capital LLC 1,706 1,706 UNCH 0.00%
Latigo Investments LLC 41,492 41,492 UNCH 0.00%
jvl associates llc 9,616 9,616 UNCH 0.00%
High Net Worth Advisory Group LLC 1,953 1,953 UNCH 0.00%
Angeles Wealth Management LLC 3,507 3,507 UNCH 0.00%
Wallace Advisory Group LLC 1,144 1,144 UNCH 0.00%
Armstrong Advisory Group Inc. 85,083 85,083 UNCH 0.00%
PPS&V Asset Management Consultants Inc. 1,350 1,350 UNCH 0.00%
DecisionPoint Financial LLC 208 208 UNCH 0.00%
Signature Resources Capital Management LLC 58 58 UNCH 0.00%
Horizons Wealth Management 738 738 UNCH 0.00%
Coston McIsaac & Partners 13 13 UNCH 0.00%
Fortitude Family Office LLC 2,859 2,859 UNCH 0.00%
Schechter Investment Advisors LLC 8,971 8,971 UNCH 0.00%
Creative Capital Management Investments LLC 300 300 UNCH 0.00%
Forza Wealth Management LLC 2,732 2,732 UNCH 0.00%
Glass Jacobson Investment Advisors llc 859 859 UNCH 0.00%
Tilson Financial Group Inc. 3,089 3,089 UNCH 0.00%
Quarry Hill Advisors LLC 1,160 1,160 UNCH 0.00%
Compass Wealth Management LLC 52 52 UNCH 0.00%
Flagstone Financial Management 1,465 1,465 UNCH 0.00%
Noble Family Wealth LLC 2,160 2,160 UNCH 0.00%
ZRC Wealth Management LLC 742 742 UNCH 0.00%
Trivant Custom Portfolio Group LLC 800 800 UNCH 0.00%
Rockwood Wealth Management LLC 1,540 1,540 UNCH 0.00%
Seven Mile Advisory 3,300 3,300 UNCH 0.00%
CGC Financial Services LLC 270 270 UNCH 0.00%
Financiere des Professionnels Fonds d investissement inc. 32,400 32,400 UNCH 0.00%
Exchange Bank 3,094 3,094 UNCH 0.00%
West Paces Advisors Inc. 2,197 2,197 UNCH 0.00%
Trueblood Wealth Management LLC 1,414 1,414 UNCH 0.00%
Trust Co of the South 16,089 16,089 UNCH 0.00%
Shared Vision Wealth Group LLC 2,923 2,923 UNCH 0.00%
StoneCrest Wealth Management Inc. 2,302 2,302 UNCH 0.00%
Wetzel Investment Advisors Inc. 476 476 UNCH 0.00%
Advantage Trust Co 389 389 UNCH 0.00%
Gilliland Jeter Wealth Management LLC 3,000 3,000 UNCH 0.00%
Evergreen Private Wealth LLC 74 74 UNCH 0.00%
Sachetta LLC 4,128 4,128 UNCH 0.00%
Partnership Wealth Management LLC 315 315 UNCH 0.00%
Atlantic Edge Private Wealth Management LLC 1,662 1,662 UNCH 0.00%
Voisard Asset Management Group Inc. 1,176 1,176 UNCH 0.00%
Transcendent Capital Group LLC 8,115 8,115 UNCH 0.00%
Gerber LLC 1,834 1,834 UNCH 0.00%
13F Filers Decreasing IWM Share Count
Granite Bay Wealth Management LLC 3,899,062 7,145 -3,891,917 -99.82%
Copeland Capital Management LLC 62,599 391 -62,208 -99.38%
Gainplan LLC 231,586 1,555 -230,031 -99.33%
RIA Advisory Group LLC 58,952 1,291 -57,661 -97.81%
Avid Wealth Partners LLC 44,308 1,324 -42,984 -97.01%
Riverbridge Partners LLC 93,677 3,253 -90,424 -96.53%
Harel Insurance Investments & Financial Services Ltd. 21,264 761 -20,503 -96.42%
Institutional & Family Asset Management LLC 64,745 2,943 -61,802 -95.45%
Aveo Capital Partners LLC 23,926 1,136 -22,790 -95.25%
Aspire Private Capital LLC 97 7 -90 -92.78%
Cetera Trust Company N.A 4,430 330 -4,100 -92.55%
Elk River Wealth Management LLC 15,281 1,202 -14,079 -92.13%
Interactive Financial Advisors 15,393 1,359 -14,034 -91.17%
Boston Trust Walden Corp 49,988 4,568 -45,420 -90.86%
Hamilton Point Investment Advisors LLC 2,827 323 -2,504 -88.57%
RE Dickinson Investment Advisors LLC 11,835 1,411 -10,424 -88.08%
Midwest Financial Group LLC 9,044 1,135 -7,909 -87.45%
Winthrop Advisory Group LLC 18,660 2,594 -16,066 -86.10%
FinTrust Capital Advisors LLC 2,373 332 -2,041 -86.01%
Cutler Group LP 96,476 14,404 -82,072 -85.07%
MeadowBrook Investment Advisors LLC 234 35 -199 -85.04%
Russell Investments Group Ltd. 91,325 17,275 -74,050 -81.08%
Bank Hapoalim BM 9,962 2,289 -7,673 -77.02%
IMC Chicago LLC 847,801 197,117 -650,684 -76.75%
Mirae Asset Global Investments Co. Ltd. 236,747 57,972 -178,775 -75.51%
Allspring Global Investments Holdings LLC 21,456 5,306 -16,150 -75.27%
GW&K Investment Management LLC 209,716 53,106 -156,610 -74.68%
Moody Lynn & Lieberson LLC 20,041 5,520 -14,521 -72.46%
United Asset Strategies Inc. 4,958 1,400 -3,558 -71.76%
Bordeaux Wealth Advisors LLC 6,018 1,798 -4,220 -70.12%
Ables Iannone Moore & Associates Inc. 144 44 -100 -69.44%
Bricktown Capital LLC 21,969 6,869 -15,100 -68.73%
WBI Investments 51,625 16,648 -34,977 -67.75%
Founders Financial Securities LLC 5,330 1,801 -3,529 -66.21%
Mill Capital Management LLC 1,060 362 -698 -65.85%
Tennessee Valley Asset Management Partners 4,415 1,523 -2,892 -65.50%
Assetmark Inc. 1,697 594 -1,103 -65.00%
Capital Investment Advisory Services LLC 88,107 32,910 -55,197 -62.65%
Cardinal Strategic Wealth Guidance 305 117 -188 -61.64%
Iridian Asset Management LLC CT 500,000 200,000 -300,000 -60.00%
Acorn Financial Advisory Services Inc. ADV 9,989 4,211 -5,778 -57.84%
GUNN & Co INVESTMENT MANAGEMENT INC. 8,274 3,640 -4,634 -56.01%
Meritage Portfolio Management 4,528 1,996 -2,532 -55.92%
Manchester Capital Management LLC 62,900 28,728 -34,172 -54.33%
Fulton Breakefield Broenniman LLC 115,040 53,501 -61,539 -53.49%
Israel Discount Bank of New York 7,751 3,681 -4,070 -52.51%
Atlas Private Wealth Advisors 5,051 2,434 -2,617 -51.81%
Financial Advocates Investment Management 90,422 44,229 -46,193 -51.09%
Sovereign Financial Group Inc. 3,536 1,738 -1,798 -50.85%
CFO4Life Group LLC 8,442 4,169 -4,273 -50.62%
Lmcg Investments LLC 34,764 18,166 -16,598 -47.74%
Corepath Wealth Partners LLC 59,825 31,734 -28,091 -46.96%
Petix & Botte Co 8,549 4,556 -3,993 -46.71%
Compagnie Lombard Odier SCmA 750 400 -350 -46.67%
Conservest Capital Advisors Inc. 4,006 2,258 -1,748 -43.63%
Harbor Investment Advisory LLC 15,153 8,745 -6,408 -42.29%
SOL Capital Management CO 5,467 3,167 -2,300 -42.07%
McClarren Financial Advisors Inc. 4,713 2,734 -1,979 -41.99%
Sollinda Capital Management LLC 76,106 44,169 -31,937 -41.96%
Advisor Resource Council 45,948 26,724 -19,224 -41.84%
Kovack Advisors Inc. 5,198 3,037 -2,161 -41.57%
Redmont Wealth Advisors LLC 3,083 1,824 -1,259 -40.84%
Miracle Mile Advisors LLC 12,422 7,441 -4,981 -40.10%
Belpointe Asset Management LLC 62,006 37,145 -24,861 -40.09%
Perfromance Wealth Partners LLC 4,389 2,654 -1,735 -39.53%
Mutual Advisors LLC 40,308 24,701 -15,607 -38.72%
James J. Burns & Company LLC 2,452 1,519 -933 -38.05%
Roble Belko & Company Inc 927 592 -335 -36.14%
Turtle Creek Wealth Advisors LLC 111 71 -40 -36.04%
SWP Financial LLC 1,897 1,240 -657 -34.63%
RWM Asset Management LLC 3,146 2,061 -1,085 -34.49%
SG Americas Securities LLC 624,780 409,997 -214,783 -34.38%
Newbridge Financial Services Group Inc. 3,678 2,443 -1,235 -33.58%
WealthShield Partners LLC 5,293 3,544 -1,749 -33.04%
BSW Wealth Partners 59,681 40,164 -19,517 -32.70%
Catalina Capital Group LLC 1,900 1,280 -620 -32.63%
Symphony Financial Ltd. Co. 57,976 39,090 -18,886 -32.58%
Baldwin Brothers Inc. MA 1,903 1,290 -613 -32.21%
Parisi Gray Wealth Management 5,991 4,062 -1,929 -32.20%
Sei Investments Co. 44,207 30,407 -13,800 -31.22%
Aurum Wealth Management Group LLC 4,215 2,900 -1,315 -31.20%
BCGM Wealth Management LLC 1,904 1,326 -578 -30.36%
Annapolis Financial Services LLC 244 172 -72 -29.51%
Factory Mutual Insurance Co. 1,508,700 1,070,500 -438,200 -29.04%
Sanctuary Wealth Management L.L.C. 623 443 -180 -28.89%
EFG Asset Management Americas Corp. 112,928 80,534 -32,394 -28.69%
Cavalier Investments LLC 12,538 8,946 -3,592 -28.65%
Proffitt & Goodson Inc. 58,639 42,191 -16,448 -28.05%
Upper Left Wealth Management LLC 3,715 2,679 -1,036 -27.89%
Park Place Capital Corp 1,314 949 -365 -27.78%
First Personal Financial Services 580 420 -160 -27.59%
Bennett Associates Wealth Management 26,760 19,480 -7,280 -27.20%
Wealthcare Capital Management LLC 1,527 1,113 -414 -27.11%
Financial Synergies Wealth Advisors Inc. 12,835 9,388 -3,447 -26.86%
Cantor Fitzgerald Investment Adviser L.P. 6,306 4,634 -1,672 -26.51%
Flagship Private Wealth LLC 2,428 1,795 -633 -26.07%
NewEdge Wealth LLC 23,635 17,486 -6,149 -26.02%
Stephens Consulting LLC 895 667 -228 -25.47%
Onyx Bridge Wealth Group LLC 1,662 1,242 -420 -25.27%
Sageworth Trust Co 143,794 107,903 -35,891 -24.96%
Orin Green Financial LLC 5,086 3,819 -1,267 -24.91%
Summit Global Investments 1,295 975 -320 -24.71%
STA Wealth Management LLC 37,299 28,114 -9,185 -24.63%
First Merchants Corp 34,308 26,278 -8,030 -23.41%
Peoples Bank KS 2,161 1,669 -492 -22.77%
Capital Advisors Ltd. LLC 450 350 -100 -22.22%
South State CORP. 3,517 2,752 -765 -21.75%
Proficio Capital Partners LLC 18,623 14,621 -4,002 -21.49%
Congress Wealth Management LLC DE 2,526 1,989 -537 -21.26%
Apexium Financial LP 11,125 8,787 -2,338 -21.02%
FDx Advisors Inc. 4,855 3,837 -1,018 -20.97%
Arcadia Investment Management Corp MI 11,711 9,256 -2,455 -20.96%
Dougherty Wealth Advisers LLC 223 177 -46 -20.63%
Oppenheimer Asset Management Inc. 40,471 32,253 -8,218 -20.31%
True Vision MN LLC 2,160 1,727 -433 -20.05%
Paces Ferry Wealth Advisors LLC 10,100 8,125 -1,975 -19.55%
Apollon Wealth Management LLC 22,547 18,210 -4,337 -19.24%
Haverford Trust Co. 11,943 9,672 -2,271 -19.02%
Migdal Insurance & Financial Holdings Ltd. 14,640 11,871 -2,769 -18.91%
Bradley & Co. Private Wealth Management LLC 383 311 -72 -18.80%
Great Lakes Advisors LLC 72,325 58,876 -13,449 -18.60%
Pettinga Financial Advisors LLC 1,900 1,550 -350 -18.42%
Stegner Investment Associates Inc. 2,633 2,149 -484 -18.38%
Western Wealth Management LLC 15,769 12,878 -2,891 -18.33%
Claro Advisors LLC 17,388 14,220 -3,168 -18.22%
MCF Advisors LLC 62,238 50,940 -11,298 -18.15%
Fundamentun LLC 5,320 4,359 -961 -18.06%
Seelaus Asset Management LLC 1,370 1,126 -244 -17.81%
Summit Financial LLC 14,991 12,328 -2,663 -17.76%
Mycio Wealth Partners LLC 19,202 15,794 -3,408 -17.75%
Eagle Bay Advisors LLC 17 14 -3 -17.65%
Nixon Peabody Trust Co. 14,646 12,078 -2,568 -17.53%
OLD Second National Bank of Aurora 3,667 3,035 -632 -17.23%
AFG Fiduciary Services Limited Partnership 2,252 1,876 -376 -16.70%
Signet Financial Management LLC 2,122 1,775 -347 -16.35%
Integrated Investment Consultants LLC 3,483 2,922 -561 -16.11%
Sunbelt Securities Inc. 9,954 8,433 -1,521 -15.28%
Verdence Capital Advisors LLC 42,686 36,226 -6,460 -15.13%
Epic Trust Investment Advisors LLC 6,334 5,380 -954 -15.06%
Your Advocates Ltd. LLP 54 46 -8 -14.81%
BNC Wealth Management LLC 1,153 989 -164 -14.22%
Berkshire Bank 1,375 1,182 -193 -14.04%
Guardian Asset Advisors LLC 1,256 1,083 -173 -13.77%
Miramar Capital LLC 1,440 1,250 -190 -13.19%
Round Rock Advisors LLC 3,454 3,002 -452 -13.09%
Adell Harriman & Carpenter Inc. 5,276 4,589 -687 -13.02%
Massmutual Trust Co. FSB ADV 12,685 11,034 -1,651 -13.02%
Power Wealth Management LLC 8,982 7,843 -1,139 -12.68%
TFC Financial Management 87 76 -11 -12.64%
Successful Portfolios LLC 2,045 1,791 -254 -12.42%
MPS Loria Financial Planners LLC 11,078 9,731 -1,347 -12.16%
Geneva Partners LLC 3,174 2,790 -384 -12.10%
Northern Financial Advisors Inc 1,250 1,101 -149 -11.92%
Charter Oak Capital Management LLC 6,982 6,159 -823 -11.79%
St. Johns Investment Management Company LLC 21,635 19,086 -2,549 -11.78%
American Institute for Advanced Investment Management LLP 14,240 12,655 -1,585 -11.13%
LS Investment Advisors LLC 7,991 7,106 -885 -11.07%
Relyea Zuckerberg Hanson LLC 6,462 5,747 -715 -11.06%
Cypress Capital Group 6,589 5,870 -719 -10.91%
ST Germain D J Co. Inc. 7,005 6,263 -742 -10.59%
Prosperity Consulting Group LLC 33,421 29,900 -3,521 -10.54%
Clifford Swan Investment Counsel LLC 2,401 2,151 -250 -10.41%
Williams Jones Wealth Management LLC. 27,700 24,848 -2,852 -10.30%
Agate Pass Investment Management LLC 3,432 3,083 -349 -10.17%
Holistic Planning LLC 2,104 1,891 -213 -10.12%
Castle Wealth Management LLC 1,452 1,305 -147 -10.12%
Parker Financial LLC 12,549 11,298 -1,251 -9.97%
Atlas Capital Advisors LLC 838 755 -83 -9.90%
Narwhal Capital Management 3,226 2,908 -318 -9.86%
Morton Brown Family Wealth LLC 5,261 4,746 -515 -9.79%
One Capital Management LLC 7,817 7,056 -761 -9.74%
Mainstay Capital Management LLC ADV 5,819 5,256 -563 -9.68%
49 Wealth Management LLC 1,500 1,355 -145 -9.67%
Argus Investors Counsel Inc. 1,910 1,726 -184 -9.63%
Appleton Partners Inc. MA 25,141 22,733 -2,408 -9.58%
HighTower Advisors LLC 759,903 688,232 -71,671 -9.43%
Proequities Inc. 10,830 9,813 -1,017 -9.39%
Buffington Mohr McNeal 1,660 1,505 -155 -9.34%
Consolidated Portfolio Review Corp 1,609 1,459 -150 -9.32%
Patten Group Inc. 1,412 1,281 -131 -9.28%
Great Waters Wealth Management 197,061 178,921 -18,140 -9.21%
Signaturefd LLC 4,894 4,459 -435 -8.89%
Bath Savings Trust Co 1,127 1,027 -100 -8.87%
Fermata Advisors LLC 7,638 6,962 -676 -8.85%
Baron Wealth Management LLC 3,532 3,221 -311 -8.81%
Howard Financial Services LTD. 1,770 1,615 -155 -8.76%
Bank of New York Mellon Corp 2,272,315 2,078,503 -193,812 -8.53%
Milestone Asset Management LLC 1,224 1,121 -103 -8.42%
SFG Wealth Management LLC. 2,466 2,261 -205 -8.31%
McElhenny Sheffield Capital Management LLC 2,098 1,924 -174 -8.29%
Lifestyle Asset Management Inc. 6,396 5,867 -529 -8.27%
TrinityPoint Wealth LLC 1,333 1,225 -108 -8.10%
Addenda Capital Inc. 24,700 22,700 -2,000 -8.10%
Fulcrum Equity Management 3,239 2,985 -254 -7.84%
Staley Capital Advisers Inc. 2,105 1,941 -164 -7.79%
Verum Partners LLC 5,735 5,290 -445 -7.76%
Charter Trust Co. 2,586 2,386 -200 -7.73%
BKD Wealth Advisors LLC 12,911 11,931 -980 -7.59%
Chilton Capital Management LLC 1,886 1,744 -142 -7.53%
JJJ Advisors Inc. 466 431 -35 -7.51%
Financial Counselors Inc. 41,761 38,637 -3,124 -7.48%
Contravisory Investment Management Inc. 362 335 -27 -7.46%
SNS Financial Group LLC 12,882 11,923 -959 -7.44%
LifeSteps Financial Inc. 14,693 13,619 -1,074 -7.31%
West Bancorporation Inc. 18,772 17,409 -1,363 -7.26%
DB Fitzpatrick & Co Inc 1,780 1,652 -128 -7.19%
626 Financial LLC 5,627 5,228 -399 -7.09%
Richardson Capital Management LLC 156 145 -11 -7.05%
Fifth Third Securities Inc. 41,140 38,266 -2,874 -6.99%
Keudell Morrison Wealth Management 1,074 999 -75 -6.98%
Mechanics Bank Trust Department 5,901 5,496 -405 -6.86%
Radnor Capital Management LLC 12,999 12,119 -880 -6.77%
Country Trust Bank 112,264 104,679 -7,585 -6.76%
Private Wealth Management Group LLC 375 350 -25 -6.67%
Citizens National Bank Trust Department 750 700 -50 -6.67%
Center for Financial Planning Inc. 3,460 3,230 -230 -6.65%
Wealth Advisory Solutions LLC 22,834 21,334 -1,500 -6.57%
AAFCPAs Wealth Management LLC 3,361 3,143 -218 -6.49%
Pallas Capital Advisors LLC 2,425 2,268 -157 -6.47%
RSM US Wealth Management LLC 102,873 96,221 -6,652 -6.47%
Trilogy Capital Inc. 2,261 2,115 -146 -6.46%
Checchi Capital Advisers LLC 1,056 989 -67 -6.34%
BluePath Capital Management LLC 2,062 1,932 -130 -6.30%
Janney Montgomery Scott LLC 264,257 247,737 -16,520 -6.25%
Leavell Investment Management Inc. 12,436 11,664 -772 -6.21%
Occidental Asset Management LLC 3,670 3,443 -227 -6.19%
Orca Investment Management LLC 8,039 7,547 -492 -6.12%
TCI Wealth Advisors Inc. 1,584 1,491 -93 -5.87%
First United Bank Trust 717 675 -42 -5.86%
Cambridge Investment Research Advisors Inc. 279,349 263,101 -16,248 -5.82%
Activest Wealth Management 6,663 6,276 -387 -5.81%
OLD National Bancorp IN 80,684 76,054 -4,630 -5.74%
Wesbanco Bank Inc. 99,736 94,022 -5,714 -5.73%
Wakefield Asset Management LLLP 8,045 7,587 -458 -5.69%
Greenfield Savings Bank 1,069 1,009 -60 -5.61%
Valeo Financial Advisors LLC 124,678 117,678 -7,000 -5.61%
Howland Capital Management LLC 1,806 1,706 -100 -5.54%
Bay Colony Advisory Group Inc d b a Bay Colony Advisors 9,285 8,775 -510 -5.49%
MONECO Advisors LLC 8,613 8,144 -469 -5.45%
Willis Johnson & Associates Inc. 15,028 14,214 -814 -5.42%
Goelzer Investment Management Inc. 2,715 2,568 -147 -5.41%
Avantax Advisory Services Inc. 874,194 826,965 -47,229 -5.40%
Strategic Financial Services Inc 2,040 1,930 -110 -5.39%
Cornerstone Planning Group LLC 678 642 -36 -5.31%
Rebalance LLC 12,917 12,233 -684 -5.30%
Strategic Investment Advisors MI 1,034 982 -52 -5.03%
Mechanics Financial Corp 11,405 10,835 -570 -5.00%
Summit Place Financial Advisors LLC 15,286 14,521 -765 -5.00%
ForthRight Wealth Management LLC 1,614 1,534 -80 -4.96%
Avion Wealth 710 675 -35 -4.93%
Meridian Wealth Management LLC 63,467 60,380 -3,087 -4.86%
Lunt Capital Management Inc. 2,069 1,970 -99 -4.78%
Arvest Investments Inc. 3,683 3,507 -176 -4.78%
Latitude Advisors LLC 2,063 1,967 -96 -4.65%
Retirement Group LLC 4,539 4,328 -211 -4.65%
Well Done LLC 5,192 4,953 -239 -4.60%
Gemmer Asset Management LLC 1,394 1,332 -62 -4.45%
Davis Investment Partners LLC 8,886 8,500 -386 -4.34%
Aua Capital Management LLC 18,593 17,786 -807 -4.34%
SilverOak Wealth Management LLC 54,380 52,025 -2,355 -4.33%
Banque Pictet & Cie SA 28,135 26,925 -1,210 -4.30%
Capasso Planning Partners LLC 7,175 6,876 -299 -4.17%
Alpha Omega Wealth Management LLC 1,200 1,150 -50 -4.17%
PFW Advisors LLC 51,084 48,964 -2,120 -4.15%
Morris Financial Concepts Inc. 4,755 4,559 -196 -4.12%
Cherry Tree Wealth Management LLC 3,181 3,051 -130 -4.09%
Abacus Planning Group Inc. 11,734 11,269 -465 -3.96%
Wsfs Capital Management LLC 13,455 12,923 -532 -3.95%
Ironwood Financial llc 4,349 4,178 -171 -3.93%
Sontag Advisory LLC 105,504 101,452 -4,052 -3.84%
Bill Few Associates Inc. 3,759 3,615 -144 -3.83%
Heritage Investors Management Corp 18,778 18,059 -719 -3.83%
Main Street Financial Solutions LLC 2,059 1,981 -78 -3.79%
Bristlecone Advisors LLC 13,327 12,824 -503 -3.77%
Busey Wealth Management 135,571 130,479 -5,092 -3.76%
Pure Financial Advisors Inc. 3,631 3,495 -136 -3.75%
Advance Capital Management Inc. 1,502 1,446 -56 -3.73%
Private Advisor Group LLC 193,264 186,073 -7,191 -3.72%
Tyche Wealth Partners LLC 5,903 5,687 -216 -3.66%
Choate Investment Advisors 7,703 7,421 -282 -3.66%
Deltec Asset Management LLC 22,875 22,045 -830 -3.63%
West Coast Financial LLC 8,682 8,372 -310 -3.57%
Opus Capital Group LLC 9,724 9,386 -338 -3.48%
Flower City Capital 2,015 1,945 -70 -3.47%
Octavia Wealth Advisors LLC 2,334 2,254 -80 -3.43%
J.W. Cole Advisors Inc. 72,298 69,861 -2,437 -3.37%
Allworth Financial LP 40,921 39,545 -1,376 -3.36%
NBC Securities Inc. 11,560 11,175 -385 -3.33%
Central Bank & Trust Co. 44,123 42,668 -1,455 -3.30%
Foster Group Inc. 122,853 118,823 -4,030 -3.28%
Single Point Partners LLC 33,978 32,865 -1,113 -3.28%
RFG Advisory LLC 8,954 8,660 -294 -3.28%
Lindbrook Capital LLC 47,923 46,359 -1,564 -3.26%
Bensler LLC 8,878 8,593 -285 -3.21%
Montecito Bank & Trust 8,850 8,567 -283 -3.20%
Benchmark Financial Wealth Advisors LLC 27,606 26,731 -875 -3.17%
Janney Capital Management LLC 123,100 119,211 -3,889 -3.16%
RF&L Wealth Management LLC 4,376 4,238 -138 -3.15%
Brown Advisory Inc. 768,110 744,012 -24,098 -3.14%
Evensky & Katz LLC 3,836 3,717 -119 -3.10%
Legacy Trust 30,890 29,935 -955 -3.09%
Raymond James & Associates 928,166 899,802 -28,364 -3.06%
UMB Bank N A MO 203,181 196,962 -6,219 -3.06%
DAVENPORT & Co LLC 14,331 13,892 -439 -3.06%
Sowell Financial Services LLC 36,141 35,039 -1,102 -3.05%
Shulman DeMeo Asset Management LLC 1,058 1,026 -32 -3.02%
Hennion & Walsh Asset Management Inc. 3,473 3,370 -103 -2.97%
Diversified Trust Co 69,954 67,885 -2,069 -2.96%
GPS Wealth Strategies Group LLC 678 658 -20 -2.95%
Good Life Advisors LLC 10,433 10,125 -308 -2.95%
Commerce Bank 516,398 501,233 -15,165 -2.94%
Retirement Planning Group 3,007 2,921 -86 -2.86%
Capital Advisory Group Advisory Services LLC 18,517 18,007 -510 -2.75%
Benjamin F. Edwards & Company Inc. 13,622 13,247 -375 -2.75%
McKinley Carter Wealth Services Inc. 35,748 34,769 -979 -2.74%
Libra Wealth LLC 3,879 3,775 -104 -2.68%
Grimes & Company Inc. 493,080 479,856 -13,224 -2.68%
Empower Advisory Group LLC 7,495,484 7,295,161 -200,323 -2.67%
Brookstone Capital Management 17,742 17,289 -453 -2.55%
Mathes Company Inc. 11,980 11,675 -305 -2.55%
Bigelow Investment Advisors LLC 3,185 3,105 -80 -2.51%
Regions Financial Corp 290,006 282,799 -7,207 -2.49%
Roffman Miller Associates Inc. PA 1,163 1,134 -29 -2.49%
Investors Research Corp 3,404 3,320 -84 -2.47%
Perkins Coie Trust Co 22,241 21,693 -548 -2.46%
First Interstate Bank 4,357 4,251 -106 -2.43%
Financial Insights Inc. 2,110 2,059 -51 -2.42%
Donaldson Capital Management LLC 3,248 3,170 -78 -2.40%
RMR Wealth Builders 37,944 37,043 -901 -2.37%
Harbour Capital Advisors LLC 15,203 14,848 -355 -2.34%
Caerus Investment Advisors LLC 31,626 30,890 -736 -2.33%
Stock Yards Bank & Trust Co. 187,734 183,361 -4,373 -2.33%
Omega Financial Group LLC 2,202 2,151 -51 -2.32%
C2C Wealth Management LLC 23,185 22,659 -526 -2.27%
Rehmann Capital Advisory Group 17,053 16,670 -383 -2.25%
USA Financial Portformulas Corp 5,867 5,738 -129 -2.20%
BIP Wealth LLC 99,017 96,843 -2,174 -2.20%
YHB Investment Advisors Inc. 24,843 24,314 -529 -2.13%
Cliftonlarsonallen Wealth Advisors LLC 40,346 39,490 -856 -2.12%
Smallwood Wealth Investment Management LLC 3,105 3,042 -63 -2.03%
Welch & Forbes LLC 37,667 36,906 -761 -2.02%
Mascoma Wealth Management LLC 2,534 2,483 -51 -2.01%
Dupree Financial Group LLC 1,373 1,346 -27 -1.97%
Connecticut Wealth Management LLC 38,330 37,584 -746 -1.95%
Folger Nolan Fleming Douglas Capital Management Inc. 28,366 27,822 -544 -1.92%
McNamara Financial Services Inc. 1,002 983 -19 -1.90%
Arcus Capital Partners LLC 6,790 6,662 -128 -1.89%
American Financial Advisors LLC 5,159 5,063 -96 -1.86%
Whittier Trust Co. 262,483 257,604 -4,879 -1.86%
Chesapeake Wealth Management 14,546 14,283 -263 -1.81%
Stordahl Capital Management Inc. 27,584 27,092 -492 -1.78%
Heritage Investment Group Inc. 2,558 2,513 -45 -1.76%
Aurora Private Wealth Inc. 1,703 1,673 -30 -1.76%
Salomon & Ludwin LLC 103,986 102,164 -1,822 -1.75%
Aspire Wealth Management Corp 631 620 -11 -1.74%
Coastal Investment Advisors Inc. 20,492 20,135 -357 -1.74%
Arkadios Wealth Advisors 24,820 24,390 -430 -1.73%
Northwest Bancshares Inc. 2,542 2,498 -44 -1.73%
Archford Capital Strategies LLC 6,675 6,560 -115 -1.72%
Pitti Group Wealth Management LLC 8,195 8,056 -139 -1.70%
TAP Consulting LLC 45,924 45,141 -783 -1.70%
Marquette Asset Management LLC 23,437 23,040 -397 -1.69%
Wealth Advisors of Tampa Bay LLC 1,207 1,187 -20 -1.66%
Savant Capital LLC 218,701 215,187 -3,514 -1.61%
NBT Bank N A NY 33,864 33,319 -545 -1.61%
Tsfg LLC 8,126 7,997 -129 -1.59%
JNBA Financial Advisors 2,832 2,788 -44 -1.55%
Putnam FL Investment Management Co. 66,621 65,592 -1,029 -1.54%
Financial Advisory Corp UT ADV 1,620 1,595 -25 -1.54%
Patton Fund Management Inc. 73,481 72,354 -1,127 -1.53%
Insight 2811 Inc. 1,444 1,422 -22 -1.52%
JMG Financial Group Ltd. 33,304 32,800 -504 -1.51%
Sage Financial Group Inc. 2,338 2,303 -35 -1.50%
GLOBALT Investments LLC GA 288,247 283,962 -4,285 -1.49%
Consolidated Planning Corp 1,072 1,057 -15 -1.40%
Acropolis Investment Management LLC 15,372 15,157 -215 -1.40%
Howard Wealth Management LLC 4,570 4,508 -62 -1.36%
Halbert Hargrove Global Advisors LLC 352,353 347,592 -4,761 -1.35%
Aspiriant LLC 47,105 46,482 -623 -1.32%
Stephenson National Bank & Trust 19,029 18,779 -250 -1.31%
Pinnacle Associates Ltd. 68,069 67,175 -894 -1.31%
Halpern Financial Inc. 6,682 6,595 -87 -1.30%
Geneos Wealth Management Inc. 28,905 28,533 -372 -1.29%
Portland Global Advisors LLC 74,573 73,608 -965 -1.29%
Sigma Investment Counselors Inc. 65,653 64,805 -848 -1.29%
Sierra Capital LLC 66,008 65,169 -839 -1.27%
Strategic Wealth Partners Group LLC 63,304 62,515 -789 -1.25%
Chicago Capital LLC 7,081 6,993 -88 -1.24%
HighMark Wealth Management LLC 62,918 62,143 -775 -1.23%
Holistic Financial Partners 16,201 16,001 -200 -1.23%
Householder Group Estate & Retirement Specialist LLC 2,709 2,676 -33 -1.22%
Legacy Wealth Management Inc 60,069 59,345 -724 -1.21%
Sandy Spring Bank 13,677 13,511 -166 -1.21%
Pinnacle Bank 5,935 5,864 -71 -1.20%
Bleakley Financial Group LLC 34,988 34,571 -417 -1.19%
Private Ocean LLC 5,957 5,887 -70 -1.18%
Bremer Bank National Association 57,253 56,587 -666 -1.16%
Levin Easterly Partners LLC 15,176 15,000 -176 -1.16%
Trifecta Capital Advisors LLC 17,729 17,525 -204 -1.15%
Veracity Capital LLC 17,312 17,115 -197 -1.14%
Oak Harbor Wealth Partners LLC 17,806 17,607 -199 -1.12%
Sapient Capital LLC 1,444 1,428 -16 -1.11%
Baron Financial Group LLC 81,264 80,365 -899 -1.11%
Moisand Fitzgerald Tamayo LLC 4,846 4,792 -54 -1.11%
Windsor Capital Management LLC 4,068 4,023 -45 -1.11%
Matrix Asset Advisors Inc. NY 10,650 10,532 -118 -1.11%
Vista Wealth Management Group LLC 15,446 15,276 -170 -1.10%
Byrne Asset Management LLC 2,034 2,012 -22 -1.08%
CNB Bank 2,409 2,383 -26 -1.08%
Roundview Capital LLC 1,880 1,860 -20 -1.06%
Gradient Investments LLC 670 663 -7 -1.04%
Moller Financial Services 43,845 43,402 -443 -1.01%
Dumont & Blake Investment Advisors LLC 32,834 32,503 -331 -1.01%
RTD Financial Advisors Inc. 72,151 71,427 -724 -1.00%
Cranbrook Wealth Management LLC 17,192 17,021 -171 -0.99%
DHJJ Financial Advisors Ltd. 34,725 34,392 -333 -0.96%
TFG Advisers LLC 2,351 2,329 -22 -0.94%
Guardian Wealth Advisors LLC 73,975 73,290 -685 -0.93%
Clear Creek Financial Management LLC 27,593 27,337 -256 -0.93%
Moloney Securities Asset Management LLC 11,705 11,596 -109 -0.93%
Carmichael Hill & Associates Inc. 871 863 -8 -0.92%
Woodstock Corp 22,961 22,750 -211 -0.92%
Lionsbridge Wealth Management LLC 6,480 6,422 -58 -0.90%
L.M. Kohn & Company 10,696 10,600 -96 -0.90%
OneAscent Financial Services LLC 1,482 1,469 -13 -0.88%
Sequoia Financial Advisors LLC 59,898 59,373 -525 -0.88%
Regent Peak Wealth Advisors LLC 19,583 19,413 -170 -0.87%
Amarillo National Bank 126,089 125,004 -1,085 -0.86%
Bangor Savings Bank 1,884 1,869 -15 -0.80%
EQ LLC 6,121 6,073 -48 -0.78%
Pinnacle Wealth Management Advisory Group LLC 54,356 53,949 -407 -0.75%
Red Tortoise LLC 9,005 8,939 -66 -0.73%
Ballast Advisors LLC 9,689 9,618 -71 -0.73%
Sandbox Financial Partners LLC 18,361 18,229 -132 -0.72%
RKL Wealth Management LLC 13,264 13,171 -93 -0.70%
Farmers & Merchants Investments Inc. 73,306 72,795 -511 -0.70%
McLean Asset Management Corp 51,136 50,788 -348 -0.68%
Lodestar Private Asset Management LLC 53,768 53,422 -346 -0.64%
Hillcrest Wealth Advisors NY LLC 80,272 79,772 -500 -0.62%
Legacy Advisors LLC 7,898 7,849 -49 -0.62%
Abundance Wealth Counselors 25,438 25,284 -154 -0.61%
First National Trust Co 32,483 32,285 -198 -0.61%
LVW Advisors LLC 13,076 12,998 -78 -0.60%
O Brien Greene & Co. Inc 3,425 3,405 -20 -0.58%
Madden Advisory Services Inc. 1,791 1,781 -10 -0.56%
Beese Fulmer Investment Management Inc. 2,434 2,421 -13 -0.53%
SlateStone Wealth LLC 4,861 4,836 -25 -0.51%
Cobblestone Capital Advisors LLC NY 30,066 29,914 -152 -0.51%
Diversified Portfolios Inc. 40,358 40,160 -198 -0.49%
Pine Valley Investments Ltd Liability Co 47,382 47,157 -225 -0.47%
RDA Financial Network 3,271 3,256 -15 -0.46%
Tarbox Family Office Inc. 116,062 115,555 -507 -0.44%
Brewster Financial Planning LLC 70,238 69,935 -303 -0.43%
Klingman & Associates LLC 32,684 32,543 -141 -0.43%
Valley Forge Investment Consultants Inc. ADV 1,427 1,421 -6 -0.42%
Ausdal Financial Partners Inc. 40,793 40,627 -166 -0.41%
Schoolcraft Capital LLC 11,231 11,189 -42 -0.37%
Union Savings Bank 21,881 21,801 -80 -0.37%
CX Institutional 8,599 8,567 -32 -0.37%
BEAM Asset Management LLC 22,228 22,153 -75 -0.34%
Smithfield Trust Co. 48,721 48,557 -164 -0.34%
Murphy Middleton Hinkle & Parker Inc. 2,707 2,698 -9 -0.33%
Fiduciary Alliance LLC 2,212 2,205 -7 -0.32%
Sunburst Financial Group LLC 18,874 18,814 -60 -0.32%
Bank of New Hampshire 4,238 4,225 -13 -0.31%
CJM Wealth Advisers Ltd. 8,067 8,045 -22 -0.27%
First Heartland Consultants Inc. 3,043 3,036 -7 -0.23%
M&R Capital Management Inc. 5,466 5,454 -12 -0.22%
Trust Co. of Virginia VA 21,630 21,585 -45 -0.21%
Nilsine Partners LLC 1,955 1,951 -4 -0.20%
WealthBridge Capital Management LLC 21,238 21,196 -42 -0.20%
Cooper Financial Group 7,905 7,889 -16 -0.20%
Peddock Capital Advisors LLC 27,482 27,433 -49 -0.18%
Bouchey Financial Group Ltd 13,746 13,723 -23 -0.17%
Cahaba Wealth Management Inc. 1,967 1,964 -3 -0.15%
Triumph Capital Management 26,774 26,736 -38 -0.14%
Annex Advisory Services LLC 1,518 1,516 -2 -0.13%
Ayalon Holdings Ltd. 17,068 17,047 -21 -0.12%
STAR Financial Bank 9,983 9,972 -11 -0.11%
SeaCrest Wealth Management LLC 3,203 3,200 -3 -0.09%
Fortitude Advisory Group L.L.C. 1,481 1,480 -1 -0.07%
9258 Wealth Management LLC 5,564 5,560 -4 -0.07%
Keel Point LLC 4,416 4,413 -3 -0.07%
Aaron Wealth Advisors 18,258 18,247 -11 -0.06%
Courier Capital LLC 58,177 58,145 -32 -0.06%
First Hawaiian Bank 77,940 77,890 -50 -0.06%
Mather Group LLC. 8,455 8,451 -4 -0.05%
LGT Financial Advisors LLC 3,441 3,440 -1 -0.03%
Brand Asset Management Group Inc. 6,833 6,831 -2 -0.03%
Litman Gregory Asset Management LLC 117,689 117,655 -34 -0.03%
Palisade Asset Management LLC 38,547 38,541 -6 -0.02%
13F Filers Exiting IWM
Prospect Financial Services LLC 1,000 0 -1,000 -100.00%
Winthrop Capital Management LLC 2,301 0 -2,301 -100.00%
BKM Wealth Management LLC 139 0 -139 -100.00%
Twin Peaks Wealth Advisors LLC 1,314 0 -1,314 -100.00%
Premier Path Wealth Partners LLC 1,131 0 -1,131 -100.00%
ORG Partners LLC 920 0 -920 -100.00%
Longbow Finance SA 53,713 0 -53,713 -100.00%
McGlone Suttner Wealth Management Inc. 545 0 -545 -100.00%
B.O.S.S. Retirement Advisors LLC 2,401 0 -2,401 -100.00%
Mendota Financial Group LLC 458 0 -458 -100.00%
Loup Funds LLC 3,844 0 -3,844 -100.00%
SYSTM Wealth Solutions LLC 1,670 0 -1,670 -100.00%
Vinland Capital Management Gestora de Recursos LTDA. 44,600 0 -44,600 -100.00%
Plan Group Financial LLC 4,512 0 -4,512 -100.00%
Presidio Capital Management LLC 1,542 0 -1,542 -100.00%
Life Planning Partners Inc 5 0 -5 -100.00%
Financial Connections Group Inc. 807 0 -807 -100.00%
Connective Portfolio Management LLC 16,200 0 -16,200 -100.00%
Endowment Wealth Management Inc. 1,081 0 -1,081 -100.00%
Yahav Achim Ve Achayot Provident Funds Management Co Ltd. 23,500 0 -23,500 -100.00%
Independent Wealth Network Inc. 1,176 0 -1,176 -100.00%
Zenyatta Capital Management LP 300,000 0 -300,000 -100.00%
Level Financial Advisors Inc. 13 0 -13 -100.00%
Koss Olinger Consulting LLC 1,519 0 -1,519 -100.00%
InTrack Investment Management Inc 1,124 0 -1,124 -100.00%
Waycross Partners LLC 15,000 0 -15,000 -100.00%
Altus Wealth Group LLC 1,416 0 -1,416 -100.00%
Davidson Capital Management Inc. 68 0 -68 -100.00%
Game Plan Financial Advisors LLC 98 0 -98 -100.00%
Alhambra Investment Partners LLC 1,448 0 -1,448 -100.00%
CFM Wealth Partners LLC 1,019 0 -1,019 -100.00%
Birch Capital Management LLC 57 0 -57 -100.00%
Red Door Wealth Management LLC 1,027 0 -1,027 -100.00%
Colton Groome Financial Advisors LLC 1,032 0 -1,032 -100.00%
Brendel Financial Advisors LLC 3,876 0 -3,876 -100.00%
Artemis Wealth Advisors LLC 166,587 0 -166,587 -100.00%
Hardy Reed LLC 4,278 0 -4,278 -100.00%
Boothe Investment Group Inc. 107,436 0 -107,436 -100.00%
MinichMacGregor Wealth Management LLC 1,020 0 -1,020 -100.00%
FNY Investment Advisers LLC 21,161 0 -21,161 -100.00%
O Dell Group LLC 311 0 -311 -100.00%
One Wealth Advisors LLC 1,064 0 -1,064 -100.00%
Marietta Wealth Management LLC 2,623 0 -2,623 -100.00%
Mitsubishi UFJ Asset Management UK Ltd. 3,700 0 -3,700 -100.00%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 36,005 0 -36,005 -100.00%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 103,276 0 -103,276 -100.00%
Tradewinds Capital Management LLC 201 0 -201 -100.00%
Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management 267,750 0 -267,750 -100.00%
Focused Wealth Management Inc 135 0 -135 -100.00%
Carlson Capital Management 1,581 0 -1,581 -100.00%
Headlands Technologies LLC 9,151 0 -9,151 -100.00%
Paragon Capital Management Ltd 1,037 0 -1,037 -100.00%
Osher Van de Voorde Investment Management 2,281 0 -2,281 -100.00%
Idaho Trust Bank 47,779 0 -47,779 -100.00%
Saxony Capital Management LLC 6,267 0 -6,267 -100.00%
Ascent Wealth Partners LLC 3,078 0 -3,078 -100.00%
Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. 9,075 0 -9,075 -100.00%
Simplex Trading LLC 132,945 0 -132,945 -100.00%
Smith Salley & Associates 2,034 0 -2,034 -100.00%
Twele Capital Management Inc. 41,606 0 -41,606 -100.00%
Meitav Dash Investments Ltd. 249,744 0 -249,744 -100.00%
West Oak Capital LLC 35 0 -35 -100.00%
AMI Asset Management Corp 12,070 0 -12,070 -100.00%
Financial Sense Advisors Inc. 62 0 -62 -100.00%
Yorktown Management & Research Co Inc 4,000 0 -4,000 -100.00%
Rice Hall James & Associates LLC 7,834 0 -7,834 -100.00%
Greenwood Capital Associates LLC 1,484 0 -1,484 -100.00%
Rational Advisors LLC 1,320,393 0 -1,320,393 -100.00%
Bourgeon Capital Management LLC 430 0 -430 -100.00%
LVM Capital Management Ltd. MI 1,580 0 -1,580 -100.00%
Mitchell Sinkler & Starr PA 240 0 -240 -100.00%
New South Capital Management Inc. 13,500 0 -13,500 -100.00%
Shufro Rose & Co. LLC 10,419 0 -10,419 -100.00%
Wasatch Advisors Inc. 180 0 -180 -100.00%

See Summary: Institutional Holders of IWM
See Details: Top 10 Hedge Funds Holding IWM

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