| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing IYH Share Count |
|---|
| Pacifica Partners Inc. |
160 |
635 |
+475 |
+296.88% |
| Sunbelt Securities Inc. |
10,620 |
16,375 |
+5,755 |
+54.19% |
| Capital Advisory Group Advisory Services LLC |
5,550 |
8,073 |
+2,523 |
+45.46% |
| Central Valley Advisors LLC |
7,630 |
10,588 |
+2,958 |
+38.77% |
| Bristlecone Advisors LLC |
3,950 |
5,450 |
+1,500 |
+37.97% |
| Raymond James Financial Services Advisors Inc. |
343,395 |
472,310 |
+128,915 |
+37.54% |
| Financial Advisory Service Inc. |
350 |
455 |
+105 |
+30.00% |
| Cedar Brook Financial Partners LLC |
9,675 |
12,081 |
+2,406 |
+24.87% |
| Brookstone Capital Management |
3,630 |
4,471 |
+841 |
+23.17% |
| Steele Capital Management Inc. |
4,050 |
4,700 |
+650 |
+16.05% |
| CWM LLC |
21,525 |
23,970 |
+2,445 |
+11.36% |
| Stratos Wealth Partners LTD. |
8,010 |
8,830 |
+820 |
+10.24% |
| Westside Investment Management Inc. |
590 |
641 |
+51 |
+8.64% |
| Cambridge Investment Research Advisors Inc. |
141,955 |
153,480 |
+11,525 |
+8.12% |
| Royal Fund Management LLC |
163,170 |
176,180 |
+13,010 |
+7.97% |
| Allworth Financial LP |
4,025 |
4,241 |
+216 |
+5.37% |
| Park Avenue Securities LLC |
34,520 |
36,251 |
+1,731 |
+5.01% |
| Rainey & Randall Investment Management Inc. |
45,930 |
48,170 |
+2,240 |
+4.88% |
| Key Client Fiduciary Advisors LLC |
7,620 |
7,976 |
+356 |
+4.67% |
| Raymond James & Associates |
448,365 |
467,475 |
+19,110 |
+4.26% |
| Wealth Enhancement Advisory Services LLC |
112,945 |
117,499 |
+4,554 |
+4.03% |
| Raymond James Trust N.A. |
8,995 |
9,305 |
+310 |
+3.45% |
| Kellett Schaffner Wealth Advisors LLC |
9,740 |
10,069 |
+329 |
+3.38% |
| Oxinas Partners Wealth Management LLC |
35,760 |
36,934 |
+1,174 |
+3.28% |
| Arbor Investment Advisors LLC |
3,780 |
3,900 |
+120 |
+3.17% |
| KMG Fiduciary Partners LLC |
16,550 |
17,075 |
+525 |
+3.17% |
| Coston McIsaac & Partners |
155 |
159 |
+4 |
+2.58% |
| Vishria Bird Financial Group LLC |
39,595 |
40,590 |
+995 |
+2.51% |
| Glass Jacobson Investment Advisors llc |
16,455 |
16,803 |
+348 |
+2.11% |
| Wealthstar Advisors LLC |
24,755 |
25,136 |
+381 |
+1.54% |
| Bond & Devick Financial Network Inc. |
16,030 |
16,255 |
+225 |
+1.40% |
| Oakworth Capital Inc. |
388,675 |
392,480 |
+3,805 |
+0.98% |
| Arkansas Financial Group Inc. |
69,405 |
69,961 |
+556 |
+0.80% |
| Rise Advisors LLC |
460 |
463 |
+3 |
+0.65% |
| Newbridge Financial Services Group Inc. |
775 |
779 |
+4 |
+0.52% |
| Waterway Wealth Management LLC |
6,990 |
7,011 |
+21 |
+0.30% |
| Congress Wealth Management LLC DE |
60,845 |
61,021 |
+176 |
+0.29% |
| Marshall Financial Group LLC |
4,040 |
4,046 |
+6 |
+0.15% |
| Chicago Partners Investment Group LLC |
4,780 |
4,784 |
+4 |
+0.08% |
| Ignite Planners LLC |
4,770 |
4,774 |
+4 |
+0.08% |
| AdvisorNet Financial Inc |
3,465 |
3,467 |
+2 |
+0.06% |
| Adviser Investments LLC |
10,535 |
10,539 |
+4 |
+0.04% |
| Kaydan Wealth Management Inc. |
3,680 |
3,681 |
+1 |
+0.03% |
| Kovack Advisors Inc. |
12,910 |
12,912 |
+2 |
+0.02% |
| Round Rock Advisors LLC |
8,660 |
8,661 |
+1 |
+0.01% |
| Patriot Investment Management Inc. |
24,135 |
24,136 |
+1 |
+0.00% |
| 13F Filers Reporting New Positions In IYH |
|---|
| Private Trust Co. NA |
0 |
25 |
+25 |
+100% |
| Essex Financial Services Inc. |
0 |
5,010 |
+5,010 |
+100% |
| YHB Investment Advisors Inc. |
0 |
1,480 |
+1,480 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
5,728 |
+5,728 |
+100% |
| Gradient Investments LLC |
0 |
0 |
UNCH |
100% |
| CX Institutional |
0 |
9,370 |
+9,370 |
+100% |
| Summit Financial LLC |
0 |
7,566 |
+7,566 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
1,660 |
+1,660 |
+100% |
| Provident Wealth Management LLC |
0 |
160 |
+160 |
+100% |
| LifeSteps Financial Inc. |
0 |
500 |
+500 |
+100% |
| Capital CS Group LLC |
0 |
3,965 |
+3,965 |
+100% |
| Kennicott Capital Management LLC |
0 |
16,490 |
+16,490 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
645 |
+645 |
+100% |
| Register Financial Advisors LLC |
0 |
100 |
+100 |
+100% |
| PFG Investments LLC |
0 |
4,119 |
+4,119 |
+100% |
| Focus Financial Network Inc. |
0 |
7,603 |
+7,603 |
+100% |
| Accordant Advisory Group Inc |
0 |
1,940 |
+1,940 |
+100% |
| American Capital Advisory LLC |
0 |
20 |
+20 |
+100% |
| Cascade Wealth Advisors Inc |
0 |
10,580 |
+10,580 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Hazlett Burt & Watson Inc. |
585 |
585 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
4,265 |
4,265 |
UNCH |
0.00% |
| Pinnacle Associates Ltd. |
20,600 |
20,600 |
UNCH |
0.00% |
| NBC Securities Inc. |
2,085 |
2,085 |
UNCH |
0.00% |
| Park National Corp OH |
4,000 |
4,000 |
UNCH |
0.00% |
| Wesbanco Bank Inc. |
10,470 |
10,470 |
UNCH |
0.00% |
| Clifford Swan Investment Counsel LLC |
5,000 |
5,000 |
UNCH |
0.00% |
| Optimum Investment Advisors |
165 |
165 |
UNCH |
0.00% |
| Adirondack Trust Co. |
50 |
50 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
2,000 |
2,000 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
2,980 |
2,980 |
UNCH |
0.00% |
| Acropolis Investment Management LLC |
11,115 |
11,115 |
UNCH |
0.00% |
| Hartford Financial Management Inc. |
255 |
255 |
UNCH |
0.00% |
| BKD Wealth Advisors LLC |
5,625 |
5,625 |
UNCH |
0.00% |
| Hanson & Doremus Investment Management |
2,370 |
2,370 |
UNCH |
0.00% |
| Benjamin F. Edwards & Company Inc. |
2,395 |
2,395 |
UNCH |
0.00% |
| Narwhal Capital Management |
3,750 |
3,750 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
8,060 |
8,060 |
UNCH |
0.00% |
| Asset Dedication LLC |
330 |
330 |
UNCH |
0.00% |
| Thomasville National Bank |
8,355 |
8,355 |
UNCH |
0.00% |
| First Horizon Advisors Inc. |
1,590 |
1,590 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
2,130 |
2,130 |
UNCH |
0.00% |
| First Personal Financial Services |
345 |
345 |
UNCH |
0.00% |
| Colorado Capital Management Inc. |
5,455 |
5,455 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
1,180 |
1,180 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
360 |
360 |
UNCH |
0.00% |
| Principle Wealth Partners LLC |
7,535 |
7,535 |
UNCH |
0.00% |
| Weaver Consulting Group |
5,660 |
5,660 |
UNCH |
0.00% |
| Red Door Wealth Management LLC |
5,235 |
5,235 |
UNCH |
0.00% |
| Pavion Blue Capital LLC |
3,875 |
3,875 |
UNCH |
0.00% |
| Sunburst Financial Group LLC |
4,050 |
4,050 |
UNCH |
0.00% |
| CFM Wealth Partners LLC |
10,060 |
10,060 |
UNCH |
0.00% |
| Bellevue Asset Management LLC |
500 |
500 |
UNCH |
0.00% |
| CVA Family Office LLC |
1,035 |
1,035 |
UNCH |
0.00% |
| HighMark Wealth Management LLC |
300 |
300 |
UNCH |
0.00% |
| Procyon Private Wealth Partners LLC |
6,250 |
6,250 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
15 |
15 |
UNCH |
0.00% |
| IAG Wealth Partners LLC |
205 |
205 |
UNCH |
0.00% |
| MTM Investment Management LLC |
1,625 |
1,625 |
UNCH |
0.00% |
| Sage Mountain Advisors LLC |
2,300 |
2,300 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
1,250 |
1,250 |
UNCH |
0.00% |
| Keystone Wealth Services LLC |
3,925 |
3,925 |
UNCH |
0.00% |
| Viewpoint Capital Management LLC |
20 |
20 |
UNCH |
0.00% |
| HFG Advisors Inc. |
12,075 |
12,075 |
UNCH |
0.00% |
| Nilsine Partners LLC |
3,865 |
3,865 |
UNCH |
0.00% |
| My Personal CFO LLC |
24,750 |
24,750 |
UNCH |
0.00% |
| Keating Wealth Management LLC |
7,285 |
7,285 |
UNCH |
0.00% |
| Daymark Wealth Partners LLC |
8,085 |
8,085 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
575 |
575 |
UNCH |
0.00% |
| Silvia Mccoll Wealth Management LLC |
15,800 |
15,800 |
UNCH |
0.00% |
| 13F Filers Decreasing IYH Share Count |
|---|
| Transcendent Capital Group LLC |
1,000 |
200 |
-800 |
-80.00% |
| Sowa Financial Group Inc. |
153,570 |
30,714 |
-122,856 |
-80.00% |
| Northwest Capital Management Inc |
3,095 |
643 |
-2,452 |
-79.22% |
| Financial Life Advisors |
14,150 |
4,660 |
-9,490 |
-67.07% |
| Keel Point LLC |
14,000 |
4,852 |
-9,148 |
-65.34% |
| Global Retirement Partners LLC |
10,425 |
4,335 |
-6,090 |
-58.42% |
| Tanglewood Legacy Advisors LLC |
930 |
410 |
-520 |
-55.91% |
| Duncker Streett & Co. Inc. |
1,850 |
850 |
-1,000 |
-54.05% |
| Transform Wealth LLC |
20,855 |
10,317 |
-10,538 |
-50.53% |
| CIC Wealth LLC |
10,600 |
5,985 |
-4,615 |
-43.54% |
| One Wealth Advisors LLC |
5,595 |
3,340 |
-2,255 |
-40.30% |
| Tritonpoint Wealth LLC |
17,545 |
15,185 |
-2,360 |
-13.45% |
| Butensky & Cohen Financial Security Inc. |
4,690 |
4,085 |
-605 |
-12.90% |
| Armor Investment Advisors LLC |
11,460 |
9,990 |
-1,470 |
-12.83% |
| Harbour Trust & Investment Management Co |
5,280 |
4,750 |
-530 |
-10.04% |
| Aua Capital Management LLC |
32,380 |
29,785 |
-2,595 |
-8.01% |
| CENTRAL TRUST Co |
500 |
460 |
-40 |
-8.00% |
| Capital Investment Advisory Services LLC |
6,175 |
5,688 |
-487 |
-7.89% |
| First Merchants Corp |
7,950 |
7,485 |
-465 |
-5.85% |
| Adell Harriman & Carpenter Inc. |
5,500 |
5,250 |
-250 |
-4.55% |
| Aurora Private Wealth Inc. |
4,125 |
3,968 |
-157 |
-3.81% |
| First United Bank Trust |
6,795 |
6,545 |
-250 |
-3.68% |
| Tsfg LLC |
1,400 |
1,350 |
-50 |
-3.57% |
| Shira Ridge Wealth Management |
12,525 |
12,099 |
-426 |
-3.40% |
| Capital Investment Advisors LLC |
82,120 |
79,700 |
-2,420 |
-2.95% |
| Advisors Management Group Inc. ADV |
6,865 |
6,705 |
-160 |
-2.33% |
| Dentgroup LLC |
21,185 |
20,723 |
-462 |
-2.18% |
| Davis Capital Management |
1,020 |
1,000 |
-20 |
-1.96% |
| Commonwealth Equity Services LLC |
401,455 |
394,398 |
-7,057 |
-1.76% |
| AlphaMark Advisors LLC |
1,690 |
1,665 |
-25 |
-1.48% |
| American Financial Advisors LLC |
18,430 |
18,203 |
-227 |
-1.23% |
| Stillwater Capital Advisors LLC |
101,935 |
100,941 |
-994 |
-0.98% |
| SOA Wealth Advisors LLC. |
23,725 |
23,502 |
-223 |
-0.94% |
| Ferguson Wellman Capital Management Inc. |
8,690 |
8,640 |
-50 |
-0.58% |
| Spire Wealth Management |
7,570 |
7,533 |
-37 |
-0.49% |
| Apexium Financial LP |
11,445 |
11,390 |
-55 |
-0.48% |
| Perigon Wealth Management LLC |
41,010 |
40,833 |
-177 |
-0.43% |
| PSI Advisors LLC |
790 |
787 |
-3 |
-0.38% |
| Cornerstone Wealth Management LLC |
8,625 |
8,594 |
-31 |
-0.36% |
| WESPAC Advisors LLC |
22,065 |
22,005 |
-60 |
-0.27% |
| 13F Filers Exiting IYH |
|---|
| Whitaker Myers Wealth Managers LTD. |
19,065 |
0 |
-19,065 |
-100.00% |
| Sharper & Granite LLC |
5,065 |
0 |
-5,065 |
-100.00% |
| W Advisors LLC |
4,995 |
0 |
-4,995 |
-100.00% |
| Williams Financial LLC |
10,025 |
0 |
-10,025 |
-100.00% |
| Iron Horse Wealth Management LLC |
115 |
0 |
-115 |
-100.00% |
| International Assets Investment Management LLC |
748,770 |
0 |
-748,770 |
-100.00% |
| Game Plan Financial Advisors LLC |
5 |
0 |
-5 |
-100.00% |
| Outlook Wealth Advisors LLC |
3,525 |
0 |
-3,525 |
-100.00% |
| SeaCrest Wealth Management LLC |
3,920 |
0 |
-3,920 |
-100.00% |
| Tompkins Financial Corp |
80 |
0 |
-80 |
-100.00% |
| Toth Financial Advisory Corp |
65 |
0 |
-65 |
-100.00% |
| Valley National Advisers Inc. |
3,270 |
0 |
-3,270 |
-100.00% |
| Fifth Third Bancorp |
200 |
0 |
-200 |
-100.00% |
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