HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IWY Share Count | ||||
| Elevated Capital Advisors LLC | 1,531 | 12,033 | +10,502 | +685.96% |
| Signal Advisors Wealth LLC | 3,899 | 15,054 | +11,155 | +286.10% |
| Keel Point LLC | 2,967 | 8,308 | +5,341 | +180.01% |
| MONECO Advisors LLC | 9,583 | 23,676 | +14,093 | +147.06% |
| Summit Trail Advisors LLC | 7,008 | 16,799 | +9,791 | +139.71% |
| Zimmermann Investment Management & Planning LLC | 29,690 | 57,284 | +27,594 | +92.94% |
| Park Avenue Securities LLC | 9,077 | 13,091 | +4,014 | +44.22% |
| Stratos Wealth Partners LTD. | 54,067 | 74,802 | +20,735 | +38.35% |
| Strategic Financial Concepts LLC | 5,375 | 7,381 | +2,006 | +37.32% |
| 626 Financial LLC | 19,197 | 25,319 | +6,122 | +31.89% |
| Benchmark Financial Wealth Advisors LLC | 33,459 | 43,375 | +9,916 | +29.64% |
| Global Retirement Partners LLC | 71,683 | 91,714 | +20,031 | +27.94% |
| Pegasus Partners Ltd. | 268,953 | 341,876 | +72,923 | +27.11% |
| Mezzasalma Advisors LLC | 12,614 | 15,644 | +3,030 | +24.02% |
| Centennial Wealth Advisory LLC | 20,028 | 24,700 | +4,672 | +23.33% |
| Oak Harvest Investment Services | 8,016 | 9,500 | +1,484 | +18.51% |
| First Citizens Bank & Trust Co. | 4,744,396 | 5,426,059 | +681,663 | +14.37% |
| CWM LLC | 4,679 | 5,334 | +655 | +14.00% |
| Bank of New York Mellon Corp | 2,638 | 3,005 | +367 | +13.91% |
| Cambridge Investment Research Advisors Inc. | 358,963 | 399,079 | +40,116 | +11.18% |
| TruWealth Advisors LLC | 2,371 | 2,614 | +243 | +10.25% |
| Newbridge Financial Services Group Inc. | 961 | 1,058 | +97 | +10.09% |
| Wetzel Investment Advisors Inc. | 205 | 225 | +20 | +9.76% |
| Apexium Financial LP | 37,130 | 40,715 | +3,585 | +9.66% |
| Sovereign Financial Group Inc. | 3,777 | 4,084 | +307 | +8.13% |
| Fifth Third Bancorp | 5,144 | 5,547 | +403 | +7.83% |
| Spire Wealth Management | 12,549 | 13,420 | +871 | +6.94% |
| Key Client Fiduciary Advisors LLC | 2,413 | 2,556 | +143 | +5.93% |
| Wealthcare Advisory Partners LLC | 117,655 | 124,591 | +6,936 | +5.90% |
| WBH Advisory Inc. | 4,099 | 4,331 | +232 | +5.66% |
| Sound Income Strategies LLC | 1,343 | 1,418 | +75 | +5.58% |
| Leavell Investment Management Inc. | 4,751 | 5,012 | +261 | +5.49% |
| Wealth Enhancement Advisory Services LLC | 12,142 | 12,623 | +481 | +3.96% |
| Processus Wealth & Capital Management LLC | 33,029 | 34,123 | +1,094 | +3.31% |
| Rooted Wealth Advisors Inc. | 1,797 | 1,847 | +50 | +2.78% |
| Simplicity Wealth LLC | 108,601 | 111,437 | +2,836 | +2.61% |
| OxenFree Capital LLC | 8,588 | 8,793 | +205 | +2.39% |
| Atlantic Union Bankshares Corp | 339,633 | 345,893 | +6,260 | +1.84% |
| Paul Damon & Associates Inc. | 59,888 | 60,967 | +1,079 | +1.80% |
| Flagship Harbor Advisors LLC | 2,365 | 2,407 | +42 | +1.78% |
| Private Trust Co. NA | 4,204 | 4,263 | +59 | +1.40% |
| AdvisorNet Financial Inc | 7,644 | 7,722 | +78 | +1.02% |
| SOA Wealth Advisors LLC. | 318,921 | 321,524 | +2,603 | +0.82% |
| LexAurum Advisors LLC | 2,474 | 2,494 | +20 | +0.81% |
| Financial Freedom LLC | 9,009 | 9,060 | +51 | +0.57% |
| Stokes Capital Advisors LLC | 15,983 | 16,071 | +88 | +0.55% |
| Harbor Investment Advisory LLC | 33,119 | 33,245 | +126 | +0.38% |
| Raymond James & Associates | 48,847 | 48,998 | +151 | +0.31% |
| Round Rock Advisors LLC | 3,885 | 3,895 | +10 | +0.26% |
| TRUE Private Wealth Advisors | 1,667 | 1,669 | +2 | +0.12% |
| N.E.W. Advisory Services LLC | 2,701 | 2,704 | +3 | +0.11% |
| Wedmont Private Capital | 5,286 | 5,291 | +5 | +0.09% |
| Allworth Financial LP | 4,651 | 4,652 | +1 | +0.02% |
| 13F Filers Reporting New Positions In IWY | ||||
| Massmutual Trust Co. FSB ADV | 0 | 968 | +968 | +100% |
| Coastal Investment Advisors Inc. | 0 | 600 | +600 | +100% |
| Pacifica Partners Inc. | 0 | 20 | +20 | +100% |
| Future Financial Wealth Managment LLC | 0 | 18,656 | +18,656 | +100% |
| Berger Financial Group Inc | 0 | 35,537 | +35,537 | +100% |
| Williams Financial LLC | 0 | 113,147 | +113,147 | +100% |
| Eagle Strategies LLC | 0 | 6,613 | +6,613 | +100% |
| Retireful LLC | 0 | 3,200 | +3,200 | +100% |
| PFG Investments LLC | 0 | 26,417 | +26,417 | +100% |
| Focus Financial Network Inc. | 0 | 7,260 | +7,260 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Equitable Trust Co. | 2,220 | 2,220 | UNCH | 0.00% |
| City Holding Co. | 205 | 205 | UNCH | 0.00% |
| NBC Securities Inc. | 115 | 115 | UNCH | 0.00% |
| Salem Investment Counselors Inc. | 599 | 599 | UNCH | 0.00% |
| NBT Bank N A NY | 1,730 | 1,730 | UNCH | 0.00% |
| Tompkins Financial Corp | 100 | 100 | UNCH | 0.00% |
| Norris Perne & French LLP MI | 2,800 | 2,800 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 100 | 100 | UNCH | 0.00% |
| Thompson Investment Management Inc. | 24 | 24 | UNCH | 0.00% |
| Regions Financial Corp | 2,398 | 2,398 | UNCH | 0.00% |
| Grimes & Company Inc. | 1,649 | 1,649 | UNCH | 0.00% |
| Wolf Group Capital Advisors | 38,283 | 38,283 | UNCH | 0.00% |
| Private Ocean LLC | 135 | 135 | UNCH | 0.00% |
| Kohmann Bosshard Financial Services LLC | 3,430 | 3,430 | UNCH | 0.00% |
| GenWealth Group Inc. | 3,483 | 3,483 | UNCH | 0.00% |
| Cahaba Wealth Management Inc. | 5,954 | 5,954 | UNCH | 0.00% |
| Leeward Financial Partners LLC | 1,504 | 1,504 | UNCH | 0.00% |
| Principle Wealth Partners LLC | 1,736 | 1,736 | UNCH | 0.00% |
| Lindbrook Capital LLC | 95 | 95 | UNCH | 0.00% |
| Cedar Mountain Advisors LLC | 77 | 77 | UNCH | 0.00% |
| Center for Financial Planning Inc. | 618 | 618 | UNCH | 0.00% |
| Total Clarity Wealth Management Inc. | 2,826 | 2,826 | UNCH | 0.00% |
| Revolve Wealth Partners LLC | 2,126 | 2,126 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 4 | 4 | UNCH | 0.00% |
| Sandy Cove Advisors LLC | 1,419 | 1,419 | UNCH | 0.00% |
| Byrne Asset Management LLC | 20 | 20 | UNCH | 0.00% |
| Cyndeo Wealth Partners LLC | 1,875 | 1,875 | UNCH | 0.00% |
| Yoder Wealth Management Inc. | 2,411 | 2,411 | UNCH | 0.00% |
| Financial Perspectives Inc | 103 | 103 | UNCH | 0.00% |
| West Paces Advisors Inc. | 286 | 286 | UNCH | 0.00% |
| 13F Filers Decreasing IWY Share Count | ||||
| FSC Wealth Advisors LLC | 15,323 | 525 | -14,798 | -96.57% |
| International Assets Investment Management LLC | 29,612 | 1,054 | -28,558 | -96.44% |
| EWG Elevate Inc. | 21,971 | 3,439 | -18,532 | -84.35% |
| Stewardship Advisors LLC | 44,076 | 8,590 | -35,486 | -80.51% |
| Asset Dedication LLC | 1,100 | 550 | -550 | -50.00% |
| West Branch Capital LLC | 419 | 210 | -209 | -49.88% |
| Calton & Associates Inc. | 1,823 | 1,175 | -648 | -35.55% |
| Catalyst Financial Partners LLC | 1,933 | 1,296 | -637 | -32.95% |
| Dynamic Advisor Solutions LLC | 5,319 | 4,138 | -1,181 | -22.20% |
| Mason & Associates Inc | 1,427 | 1,127 | -300 | -21.02% |
| Horst & Graben Wealth Management LLC | 109,212 | 89,598 | -19,614 | -17.96% |
| Kingswood Wealth Advisors LLC | 1,246 | 1,045 | -201 | -16.13% |
| Stratos Wealth Advisors LLC | 5,639 | 5,014 | -625 | -11.08% |
| Gradient Investments LLC | 547 | 489 | -58 | -10.60% |
| Strategic Equity Management | 5,508 | 4,937 | -571 | -10.37% |
| Chemung Canal Trust Co. | 1,839 | 1,699 | -140 | -7.61% |
| Fermata Advisors LLC | 1,816 | 1,691 | -125 | -6.88% |
| Signature Securities Group Corporation | 36,062 | 33,728 | -2,334 | -6.47% |
| Pallas Capital Advisors LLC | 4,544 | 4,271 | -273 | -6.01% |
| MBL Wealth LLC | 5,300 | 5,000 | -300 | -5.66% |
| Win Advisors Inc. | 65,410 | 61,840 | -3,570 | -5.46% |
| McAdam LLC | 64,635 | 61,835 | -2,800 | -4.33% |
| Meridian Wealth Management LLC | 9,088 | 8,766 | -322 | -3.54% |
| New Century Financial Group LLC | 4,306 | 4,173 | -133 | -3.09% |
| Whelan Financial | 7,511 | 7,320 | -191 | -2.54% |
| Confluence Wealth Services Inc. | 1,359 | 1,332 | -27 | -1.99% |
| Raymond James Financial Services Advisors Inc. | 369,154 | 362,270 | -6,884 | -1.86% |
| BluePath Capital Management LLC | 1,413 | 1,393 | -20 | -1.42% |
| Ameliora Wealth Management Ltd. | 25,232 | 24,893 | -339 | -1.34% |
| Compton Wealth Advisory Group LLC | 144,240 | 142,710 | -1,530 | -1.06% |
| Brookstone Capital Management | 62,655 | 62,196 | -459 | -0.73% |
| TNF LLC | 6,057 | 6,037 | -20 | -0.33% |
| WJ Wealth Management LLC | 64,651 | 64,599 | -52 | -0.08% |
| Fluent Financial LLC | 3,692 | 3,691 | -1 | -0.03% |
| 13F Filers Exiting IWY | ||||
| Iams Wealth Management LLC | 3,114 | 0 | -3,114 | -100.00% |
| Silverlake Wealth Management LLC | 1,342 | 0 | -1,342 | -100.00% |
| Peterson Financial Group Inc. | 11,330 | 0 | -11,330 | -100.00% |
| Latitude Advisors LLC | 6,029 | 0 | -6,029 | -100.00% |
| Tennessee Valley Asset Management Partners | 203 | 0 | -203 | -100.00% |
| Lloyd Advisory Services LLC. | 15,749 | 0 | -15,749 | -100.00% |
| Fulcrum Equity Management | 1,982 | 0 | -1,982 | -100.00% |
| Sunbelt Securities Inc. | 5,391 | 0 | -5,391 | -100.00% |
See Summary: Institutional Holders of IWY
See Details: Top 10 Hedge Funds Holding IWY
