| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing IWV Share Count |
|---|
| Moneywise Inc. |
2,564 |
10,146 |
+7,582 |
+295.71% |
| One Day In July LLC |
9,658 |
18,059 |
+8,401 |
+86.98% |
| Strategic Equity Management |
14,660 |
24,496 |
+9,836 |
+67.09% |
| Park Avenue Securities LLC |
881 |
1,309 |
+428 |
+48.58% |
| Dakota Wealth Management |
5,117 |
6,688 |
+1,571 |
+30.70% |
| Fifth Third Wealth Advisors LLC |
1,750 |
2,178 |
+428 |
+24.46% |
| 17 Capital Partners LLC |
869 |
1,070 |
+201 |
+23.13% |
| Global Retirement Partners LLC |
962 |
1,162 |
+200 |
+20.79% |
| Anderson Hoagland & Co. |
10,975 |
12,940 |
+1,965 |
+17.90% |
| Foster Group Inc. |
5,002 |
5,851 |
+849 |
+16.97% |
| Fermata Advisors LLC |
833 |
939 |
+106 |
+12.73% |
| Raymond James Financial Services Advisors Inc. |
62,160 |
68,022 |
+5,862 |
+9.43% |
| Strategic Blueprint LLC |
4,560 |
4,946 |
+386 |
+8.46% |
| Hall Laurie J Trustee |
3,011 |
3,231 |
+220 |
+7.31% |
| Stratos Wealth Partners LTD. |
10,023 |
10,688 |
+665 |
+6.63% |
| Rappaport Reiches Capital Management LLC |
1,030 |
1,088 |
+58 |
+5.63% |
| Brookstone Capital Management |
78,510 |
82,416 |
+3,906 |
+4.98% |
| Private Capital Management LLC |
9,253 |
9,698 |
+445 |
+4.81% |
| MPS Loria Financial Planners LLC |
15,255 |
15,925 |
+670 |
+4.39% |
| Cutler Group LP |
2,500 |
2,600 |
+100 |
+4.00% |
| Epiq Partners LLC |
28,690 |
29,665 |
+975 |
+3.40% |
| Planning Alternatives Ltd. ADV |
7,574 |
7,826 |
+252 |
+3.33% |
| Simon Quick Advisors LLC |
11,800 |
12,161 |
+361 |
+3.06% |
| Fluent Financial LLC |
1,036 |
1,061 |
+25 |
+2.41% |
| Wealth Enhancement Advisory Services LLC |
11,974 |
12,242 |
+268 |
+2.24% |
| Ballentine Partners LLC |
167,422 |
170,152 |
+2,730 |
+1.63% |
| Winthrop Advisory Group LLC |
18,660 |
18,841 |
+181 |
+0.97% |
| Chicago Partners Investment Group LLC |
16,721 |
16,871 |
+150 |
+0.90% |
| Pegasus Partners Ltd. |
243,996 |
245,792 |
+1,796 |
+0.74% |
| International Assets Investment Management LLC |
2,463 |
2,480 |
+17 |
+0.69% |
| Wedmont Private Capital |
8,368 |
8,416 |
+48 |
+0.57% |
| Core Wealth Management Inc. |
1,408 |
1,416 |
+8 |
+0.57% |
| Brooklyn FI LLC |
71,996 |
72,310 |
+314 |
+0.44% |
| Sugarloaf Wealth Management LLC |
636 |
638 |
+2 |
+0.31% |
| Newton One Investments LLC |
637 |
639 |
+2 |
+0.31% |
| Sightline Wealth Advisors LLC |
2,019 |
2,024 |
+5 |
+0.25% |
| Nvest Financial LLC |
5,583 |
5,597 |
+14 |
+0.25% |
| Cahaba Wealth Management Inc. |
3,355 |
3,363 |
+8 |
+0.24% |
| waypoint wealth counsel |
3,744 |
3,753 |
+9 |
+0.24% |
| Fifth Third Bancorp |
81,237 |
81,420 |
+183 |
+0.23% |
| AdvisorNet Financial Inc |
883 |
885 |
+2 |
+0.23% |
| Altiora Financial Group LLC |
954 |
956 |
+2 |
+0.21% |
| CWM LLC |
35,325 |
35,384 |
+59 |
+0.17% |
| American Financial Advisors LLC |
743 |
744 |
+1 |
+0.13% |
| RMR Wealth Builders |
749 |
750 |
+1 |
+0.13% |
| Keel Point LLC |
1,106 |
1,107 |
+1 |
+0.09% |
| MONECO Advisors LLC |
1,080 |
1,081 |
+1 |
+0.09% |
| Diversified Trust Co |
1,368 |
1,369 |
+1 |
+0.07% |
| Single Point Partners LLC |
10,409 |
10,416 |
+7 |
+0.07% |
| Spire Wealth Management |
1,813 |
1,814 |
+1 |
+0.06% |
| Apella Capital LLC |
6,451 |
6,454 |
+3 |
+0.05% |
| Mason & Associates Inc |
2,646 |
2,647 |
+1 |
+0.04% |
| Zhang Financial LLC |
10,856 |
10,859 |
+3 |
+0.03% |
| 13F Filers Reporting New Positions In IWV |
|---|
| Atlantic Union Bankshares Corp |
0 |
692 |
+692 |
+100% |
| Parsons Capital Management Inc. RI |
0 |
675 |
+675 |
+100% |
| Northwest Investment Counselors LLC |
0 |
51 |
+51 |
+100% |
| Oakworth Capital Inc. |
0 |
44 |
+44 |
+100% |
| BTC Capital Management Inc. |
0 |
17,567 |
+17,567 |
+100% |
| Leonard Rickey Investment Advisors P.L.L.C. |
0 |
877 |
+877 |
+100% |
| Principle Wealth Partners LLC |
0 |
703 |
+703 |
+100% |
| CRA Financial Services LLC |
0 |
672 |
+672 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
782 |
+782 |
+100% |
| Naviter Wealth LLC |
0 |
680 |
+680 |
+100% |
| Simplicity Wealth LLC |
0 |
4,163 |
+4,163 |
+100% |
| Signal Advisors Wealth LLC |
0 |
670 |
+670 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| NBC Securities Inc. |
100 |
100 |
UNCH |
0.00% |
| First National Corp MA ADV |
2,902 |
2,902 |
UNCH |
0.00% |
| Manchester Financial Inc. |
5,246 |
5,246 |
UNCH |
0.00% |
| Ferguson Wellman Capital Management Inc. |
1,560 |
1,560 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
518 |
518 |
UNCH |
0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
725 |
725 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
9,425 |
9,425 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
560 |
560 |
UNCH |
0.00% |
| Optimum Investment Advisors |
355 |
355 |
UNCH |
0.00% |
| Burns J W & Co. Inc. NY |
2,100 |
2,100 |
UNCH |
0.00% |
| Albion Financial Group UT |
558 |
558 |
UNCH |
0.00% |
| Jacobs & Co. CA |
982 |
982 |
UNCH |
0.00% |
| Raymond James Trust N.A. |
2,368 |
2,368 |
UNCH |
0.00% |
| Norris Perne & French LLP MI |
22,870 |
22,870 |
UNCH |
0.00% |
| Chesley Taft & Associates LLC |
4,598 |
4,598 |
UNCH |
0.00% |
| Private Trust Co. NA |
1,200 |
1,200 |
UNCH |
0.00% |
| Acropolis Investment Management LLC |
700 |
700 |
UNCH |
0.00% |
| SOL Capital Management CO |
1,210 |
1,210 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
1,013 |
1,013 |
UNCH |
0.00% |
| Phillips Financial Management LLC |
489 |
489 |
UNCH |
0.00% |
| Bangor Savings Bank |
225 |
225 |
UNCH |
0.00% |
| Regis Management CO LLC |
35,325 |
35,325 |
UNCH |
0.00% |
| Morris Financial Concepts Inc. |
181 |
181 |
UNCH |
0.00% |
| GHP Investment Advisors Inc. |
3,164 |
3,164 |
UNCH |
0.00% |
| Cubic Asset Management LLC |
1,145 |
1,145 |
UNCH |
0.00% |
| Gibson Capital LLC |
2,333 |
2,333 |
UNCH |
0.00% |
| Asset Dedication LLC |
4,150 |
4,150 |
UNCH |
0.00% |
| Asset Allocation & Management Company LLC |
2,641 |
2,641 |
UNCH |
0.00% |
| Retirement Planning Group |
3,577 |
3,577 |
UNCH |
0.00% |
| Gradient Investments LLC |
763 |
763 |
UNCH |
0.00% |
| Allworth Financial LP |
1,801 |
1,801 |
UNCH |
0.00% |
| Thomasville National Bank |
919 |
919 |
UNCH |
0.00% |
| Alpha Cubed Investments LLC |
890 |
890 |
UNCH |
0.00% |
| Arbor Investment Advisors LLC |
811 |
811 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
376 |
376 |
UNCH |
0.00% |
| Private Ocean LLC |
614 |
614 |
UNCH |
0.00% |
| Abacus Planning Group Inc. |
3,882 |
3,882 |
UNCH |
0.00% |
| MCF Advisors LLC |
550 |
550 |
UNCH |
0.00% |
| Burt Wealth Advisors |
1,707 |
1,707 |
UNCH |
0.00% |
| Evanson Asset Management LLC |
1,490 |
1,490 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
100 |
100 |
UNCH |
0.00% |
| Patten Group Inc. |
1,070 |
1,070 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
5,903 |
5,903 |
UNCH |
0.00% |
| Wind River Trust Co |
124,692 |
124,692 |
UNCH |
0.00% |
| MEMBERS Trust Co |
975 |
975 |
UNCH |
0.00% |
| Wealthcare Advisory Partners LLC |
3,393 |
3,393 |
UNCH |
0.00% |
| Armor Investment Advisors LLC |
15 |
15 |
UNCH |
0.00% |
| Meridian Wealth Management LLC |
1,321 |
1,321 |
UNCH |
0.00% |
| Summit Trail Advisors LLC |
15,063 |
15,063 |
UNCH |
0.00% |
| Bfsg LLC |
40 |
40 |
UNCH |
0.00% |
| Valeo Financial Advisors LLC |
14,545 |
14,545 |
UNCH |
0.00% |
| Versant Capital Management Inc |
817 |
817 |
UNCH |
0.00% |
| Pathway Financial Advisors LLC |
1,600 |
1,600 |
UNCH |
0.00% |
| Pflug Koory LLC |
417 |
417 |
UNCH |
0.00% |
| VERITY Wealth Advisors |
1,768 |
1,768 |
UNCH |
0.00% |
| Apexium Financial LP |
1,185 |
1,185 |
UNCH |
0.00% |
| Ellis Investment Partners LLC |
2,828 |
2,828 |
UNCH |
0.00% |
| Tsfg LLC |
400 |
400 |
UNCH |
0.00% |
| Symphony Financial Ltd. Co. |
3,533 |
3,533 |
UNCH |
0.00% |
| Parcion Private Wealth LLC |
3,110 |
3,110 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
1,350 |
1,350 |
UNCH |
0.00% |
| Platte River Wealth Advisors LLC |
1,540 |
1,540 |
UNCH |
0.00% |
| CVA Family Office LLC |
4,400 |
4,400 |
UNCH |
0.00% |
| Game Plan Financial Advisors LLC |
75 |
75 |
UNCH |
0.00% |
| Aprio Wealth Management LLC |
2,729 |
2,729 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
26 |
26 |
UNCH |
0.00% |
| Procyon Private Wealth Partners LLC |
2,034 |
2,034 |
UNCH |
0.00% |
| Revolve Wealth Partners LLC |
1,106 |
1,106 |
UNCH |
0.00% |
| Grant GrossMendelsohn LLC |
1,100 |
1,100 |
UNCH |
0.00% |
| Waypoint Wealth Partners Inc. |
1,895 |
1,895 |
UNCH |
0.00% |
| Capital Advisors Wealth Management LLC |
1,000 |
1,000 |
UNCH |
0.00% |
| MTM Investment Management LLC |
1,695 |
1,695 |
UNCH |
0.00% |
| Hexagon Capital Partners LLC |
214 |
214 |
UNCH |
0.00% |
| Sage Mountain Advisors LLC |
2,328 |
2,328 |
UNCH |
0.00% |
| Levy Wealth Management Group LLC |
18,387 |
18,387 |
UNCH |
0.00% |
| Prosperity Planning Inc. |
2,823 |
2,823 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
52 |
52 |
UNCH |
0.00% |
| Activest Wealth Management |
73 |
73 |
UNCH |
0.00% |
| Keb Asset Management LLC |
3,169 |
3,169 |
UNCH |
0.00% |
| Stonegate Investment Group LLC |
4,006 |
4,006 |
UNCH |
0.00% |
| Wealth Effects LLC |
1,587 |
1,587 |
UNCH |
0.00% |
| AHL Investment Management Inc. |
937 |
937 |
UNCH |
0.00% |
| jvl associates llc |
29,127 |
29,127 |
UNCH |
0.00% |
| Horizons Wealth Management |
122 |
122 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
59 |
59 |
UNCH |
0.00% |
| James J. Burns & Company LLC |
1,100 |
1,100 |
UNCH |
0.00% |
| Verum Partners LLC |
5,539 |
5,539 |
UNCH |
0.00% |
| Park Place Capital Corp |
90 |
90 |
UNCH |
0.00% |
| Silverlake Wealth Management LLC |
783 |
783 |
UNCH |
0.00% |
| Rockwood Wealth Management LLC |
1,037 |
1,037 |
UNCH |
0.00% |
| Sterling Financial Group Inc. |
5,000 |
5,000 |
UNCH |
0.00% |
| Allen Mooney & Barnes Investment Advisors LLC |
8,334 |
8,334 |
UNCH |
0.00% |
| Financial Perspectives Inc |
50 |
50 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
1,282 |
1,282 |
UNCH |
0.00% |
| 13F Filers Decreasing IWV Share Count |
|---|
| Simplex Trading LLC |
2,811 |
27 |
-2,784 |
-99.04% |
| Well Done LLC |
4,205 |
1,188 |
-3,017 |
-71.75% |
| Tritonpoint Wealth LLC |
2,019 |
863 |
-1,156 |
-57.26% |
| Allspring Global Investments Holdings LLC |
91,297 |
42,031 |
-49,266 |
-53.96% |
| GoalVest Advisory LLC |
200 |
100 |
-100 |
-50.00% |
| Regions Financial Corp |
2,993 |
1,567 |
-1,426 |
-47.64% |
| First Citizens Bank & Trust Co. |
2,156 |
1,177 |
-979 |
-45.41% |
| Affinity Capital Advisors LLC |
5,922 |
4,242 |
-1,680 |
-28.37% |
| GSG Advisors LLC |
1,040 |
749 |
-291 |
-27.98% |
| Cambridge Investment Research Advisors Inc. |
23,916 |
18,111 |
-5,805 |
-24.27% |
| Flagship Harbor Advisors LLC |
1,178 |
913 |
-265 |
-22.50% |
| Raymond James & Associates |
35,370 |
27,773 |
-7,597 |
-21.48% |
| Greenhouse Wealth Management LLC |
1,653 |
1,312 |
-341 |
-20.63% |
| Strategic Advocates LLC |
1,290 |
1,035 |
-255 |
-19.77% |
| Stratos Wealth Advisors LLC |
3,757 |
3,029 |
-728 |
-19.38% |
| Outlook Wealth Advisors LLC |
1,273 |
1,068 |
-205 |
-16.10% |
| Wealthcare Capital Management LLC |
11,491 |
9,991 |
-1,500 |
-13.05% |
| CHURCHILL MANAGEMENT Corp |
58,894 |
51,485 |
-7,409 |
-12.58% |
| Brown Advisory Inc. |
45,569 |
40,530 |
-5,039 |
-11.06% |
| WASHINGTON TRUST Co |
11,078 |
10,069 |
-1,009 |
-9.11% |
| Keystone Wealth Services LLC |
899 |
824 |
-75 |
-8.34% |
| Rebalance LLC |
20,209 |
18,736 |
-1,473 |
-7.29% |
| City Holding Co. |
10,155 |
9,431 |
-724 |
-7.13% |
| Halbert Hargrove Global Advisors LLC |
26,839 |
25,218 |
-1,621 |
-6.04% |
| RVW Wealth LLC |
1,558 |
1,468 |
-90 |
-5.78% |
| Legacy Trust |
22,522 |
21,241 |
-1,281 |
-5.69% |
| Monticello Wealth Management LLC |
2,188 |
2,068 |
-120 |
-5.48% |
| Accurate Wealth Management LLC |
1,433 |
1,359 |
-74 |
-5.16% |
| Tompkins Financial Corp |
657 |
625 |
-32 |
-4.87% |
| Ipswich Investment Management Co. Inc. |
39,489 |
37,618 |
-1,871 |
-4.74% |
| Trust Co |
23 |
22 |
-1 |
-4.35% |
| Francis Financial Inc. |
2,145 |
2,056 |
-89 |
-4.15% |
| Stairway Partners LLC |
76,811 |
73,768 |
-3,043 |
-3.96% |
| Harbor Investment Advisory LLC |
2,031 |
1,951 |
-80 |
-3.94% |
| First Hawaiian Bank |
12,422 |
11,978 |
-444 |
-3.57% |
| Aspiriant LLC |
27,398 |
26,437 |
-961 |
-3.51% |
| Tlwm |
297,865 |
287,606 |
-10,259 |
-3.44% |
| Evensky & Katz LLC |
417,414 |
403,985 |
-13,429 |
-3.22% |
| Independence Bank of Kentucky |
6,608 |
6,408 |
-200 |
-3.03% |
| Red Spruce Capital LLC |
6,410 |
6,223 |
-187 |
-2.92% |
| Sapient Capital LLC |
755 |
734 |
-21 |
-2.78% |
| Country Club Bank GFN |
12,827 |
12,547 |
-280 |
-2.18% |
| Ashton Thomas Private Wealth LLC |
1,328 |
1,304 |
-24 |
-1.81% |
| Roble Belko & Company Inc |
37,929 |
37,244 |
-685 |
-1.81% |
| Nations Financial Group Inc. IA ADV |
71,757 |
70,460 |
-1,297 |
-1.81% |
| O Brien Wealth Partners LLC |
53,260 |
52,309 |
-951 |
-1.79% |
| Pure Financial Advisors Inc. |
3,900 |
3,830 |
-70 |
-1.79% |
| Bank of New York Mellon Corp |
739,954 |
728,093 |
-11,861 |
-1.60% |
| Christopher J. Hasenberg Inc |
69,569 |
68,486 |
-1,083 |
-1.56% |
| Kovack Advisors Inc. |
3,595 |
3,547 |
-48 |
-1.34% |
| CENTRAL TRUST Co |
5,796 |
5,725 |
-71 |
-1.22% |
| Lowe Wealth Advisors LLC |
4,866 |
4,816 |
-50 |
-1.03% |
| N.E.W. Advisory Services LLC |
1,024 |
1,014 |
-10 |
-0.98% |
| Silvia Mccoll Wealth Management LLC |
5,691 |
5,642 |
-49 |
-0.86% |
| Saxon Interests Inc. |
8,497 |
8,426 |
-71 |
-0.84% |
| Lindbrook Capital LLC |
12,398 |
12,298 |
-100 |
-0.81% |
| Dynamic Advisor Solutions LLC |
4,645 |
4,612 |
-33 |
-0.71% |
| BKD Wealth Advisors LLC |
56,378 |
56,016 |
-362 |
-0.64% |
| Wesbanco Bank Inc. |
1,592 |
1,582 |
-10 |
-0.63% |
| W Advisors LLC |
2,894 |
2,880 |
-14 |
-0.48% |
| Wealth Management Partners LLC |
2,713 |
2,703 |
-10 |
-0.37% |
| Sebold Capital Management Inc. |
1,137 |
1,135 |
-2 |
-0.18% |
| Ironwood Wealth Management LLC. |
3,841 |
3,835 |
-6 |
-0.16% |
| Coastal Investment Advisors Inc. |
1,538 |
1,536 |
-2 |
-0.13% |
| 13F Filers Exiting IWV |
|---|
| Congress Wealth Management LLC DE |
1,540 |
0 |
-1,540 |
-100.00% |
| Capital CS Group LLC |
1,018 |
0 |
-1,018 |
-100.00% |
| Little House Capital LLC |
929 |
0 |
-929 |
-100.00% |
| Vaughan Nelson Investment Management L.P. |
63,060 |
0 |
-63,060 |
-100.00% |
| Natixis Advisors L.P. |
10,264 |
0 |
-10,264 |
-100.00% |
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