HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SLYV Share Count | ||||
| Tradewinds Capital Management LLC | 1,160 | 121,202 | +120,042 | +10348.45% |
| Valeo Financial Advisors LLC | 3,227 | 4,675 | +1,448 | +44.87% |
| Ignite Planners LLC | 14,904 | 18,407 | +3,503 | +23.50% |
| Westside Investment Management Inc. | 96 | 118 | +22 | +22.92% |
| CWM LLC | 10,427 | 12,776 | +2,349 | +22.53% |
| Altfest L J & Co. Inc. | 19,678 | 23,744 | +4,066 | +20.66% |
| Michael S. Ryan Inc. | 156,949 | 178,668 | +21,719 | +13.84% |
| RFG Advisory LLC | 36,403 | 40,194 | +3,791 | +10.41% |
| Portside Wealth Group LLC | 25,530 | 27,655 | +2,125 | +8.32% |
| Raymond James Financial Services Advisors Inc. | 67,049 | 72,290 | +5,241 | +7.82% |
| Flagship Harbor Advisors LLC | 6,982 | 7,528 | +546 | +7.82% |
| Capstone Wealth Management Group LLC | 2,572 | 2,758 | +186 | +7.23% |
| Dynamic Advisor Solutions LLC | 2,662 | 2,824 | +162 | +6.09% |
| Ausdal Financial Partners Inc. | 5,110 | 5,408 | +298 | +5.83% |
| Trilogy Capital Inc. | 314,332 | 331,429 | +17,097 | +5.44% |
| Waller Financial Planning Group Inc. | 51,184 | 53,716 | +2,532 | +4.95% |
| Stratos Wealth Advisors LLC | 38,594 | 40,181 | +1,587 | +4.11% |
| Madison Park Capital Advisors LLC | 6,772 | 7,039 | +267 | +3.94% |
| Financial Enhancement Group LLC | 222,583 | 230,899 | +8,316 | +3.74% |
| Courier Capital LLC | 2,623 | 2,715 | +92 | +3.51% |
| LexAurum Advisors LLC | 8,904 | 9,177 | +273 | +3.07% |
| Bill Few Associates Inc. | 11,019 | 11,203 | +184 | +1.67% |
| NorthCrest Asset Manangement LLC | 3,116 | 3,164 | +48 | +1.54% |
| Clarus Wealth Advisors | 50,322 | 51,080 | +758 | +1.51% |
| Courage Miller Partners LLC | 15,770 | 15,997 | +227 | +1.44% |
| Provident Wealth Management LLC | 55,720 | 56,440 | +720 | +1.29% |
| Fragasso Group Inc. | 56,460 | 57,124 | +664 | +1.18% |
| Calton & Associates Inc. | 36,962 | 37,367 | +405 | +1.10% |
| Lpwm LLC | 73,785 | 74,486 | +701 | +0.95% |
| ERn Financial LLC | 24,771 | 24,993 | +222 | +0.90% |
| Hanson & Doremus Investment Management | 837 | 844 | +7 | +0.84% |
| Triangle Securities Wealth Management | 123,216 | 123,942 | +726 | +0.59% |
| Advance Capital Management Inc. | 7,674 | 7,711 | +37 | +0.48% |
| Dean Jacobson Financial Services LLC | 284,262 | 285,086 | +824 | +0.29% |
| Marotta Asset Management | 39,692 | 39,746 | +54 | +0.14% |
| Howard Financial Services LTD. | 5,379 | 5,383 | +4 | +0.07% |
| Red Tortoise LLC | 9,146 | 9,151 | +5 | +0.05% |
| Annapolis Financial Services LLC | 47,556 | 47,573 | +17 | +0.04% |
| 13F Filers Reporting New Positions In SLYV | ||||
| Northwest Investment Counselors LLC | 0 | 348 | +348 | +100% |
| Sound Income Strategies LLC | 0 | 459 | +459 | +100% |
| APCM Wealth Management for Individuals | 0 | 2 | +2 | +100% |
| Coastal Investment Advisors Inc. | 0 | 1,692 | +1,692 | +100% |
| Future Financial Wealth Managment LLC | 0 | 170 | +170 | +100% |
| Berger Financial Group Inc | 0 | 3,188 | +3,188 | +100% |
| GoalVest Advisory LLC | 0 | 1,016 | +1,016 | +100% |
| Strategic Financial Concepts LLC | 0 | 2,579 | +2,579 | +100% |
| Capricorn Fund Managers Ltd | 0 | 27,760 | +27,760 | +100% |
| Global Wealth Strategies & Associates | 0 | 64 | +64 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 38 | 38 | UNCH | 0.00% |
| Baldwin Brothers Inc. MA | 125 | 125 | UNCH | 0.00% |
| M&R Capital Management Inc. | 35 | 35 | UNCH | 0.00% |
| Bangor Savings Bank | 4,487 | 4,487 | UNCH | 0.00% |
| Richardson Capital Management LLC | 374 | 374 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 78 | 78 | UNCH | 0.00% |
| Inspirion Wealth Advisors LLC | 23,255 | 23,255 | UNCH | 0.00% |
| Steele Capital Management Inc. | 5,792 | 5,792 | UNCH | 0.00% |
| Narus Financial Partners LLC | 3,250 | 3,250 | UNCH | 0.00% |
| Founders Capital Management | 21 | 21 | UNCH | 0.00% |
| Global Trust Asset Management LLC | 429 | 429 | UNCH | 0.00% |
| Versant Capital Management Inc | 32 | 32 | UNCH | 0.00% |
| Davis Capital Management | 120 | 120 | UNCH | 0.00% |
| Iron Horse Wealth Management LLC | 1,037 | 1,037 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 178 | 178 | UNCH | 0.00% |
| Collective Family Office LLC | 36,326 | 36,326 | UNCH | 0.00% |
| Maryland Capital Advisors Inc. | 20 | 20 | UNCH | 0.00% |
| 626 Financial LLC | 2,965 | 2,965 | UNCH | 0.00% |
| Crescent Sterling Ltd. | 4,850 | 4,850 | UNCH | 0.00% |
| Seed Wealth Management Inc. | 7,480 | 7,480 | UNCH | 0.00% |
| Grey Fox Wealth Advisors LLC | 12,029 | 12,029 | UNCH | 0.00% |
| 13F Filers Decreasing SLYV Share Count | ||||
| Financial Synergies Wealth Advisors Inc. | 156,476 | 50,840 | -105,636 | -67.51% |
| Denver Wealth Management Inc. | 66,800 | 27,311 | -39,489 | -59.12% |
| MJP Associates Inc. ADV | 14,795 | 6,933 | -7,862 | -53.14% |
| Wealthcare Advisory Partners LLC | 7,288 | 4,164 | -3,124 | -42.86% |
| Navalign LLC | 8,815 | 5,129 | -3,686 | -41.82% |
| Massmutual Trust Co. FSB ADV | 1,869 | 1,115 | -754 | -40.34% |
| Carlson Capital Management | 7,348 | 4,871 | -2,477 | -33.71% |
| Contravisory Investment Management Inc. | 215 | 148 | -67 | -31.16% |
| Miracle Mile Advisors LLC | 22,142 | 15,571 | -6,571 | -29.68% |
| Lauer Wealth LLC | 34,437 | 24,818 | -9,619 | -27.93% |
| Market Street Wealth Management Advisors LLC | 8,462 | 6,235 | -2,227 | -26.32% |
| AdvisorNet Financial Inc | 1,579 | 1,201 | -378 | -23.94% |
| Pinnacle Bank | 6,713 | 5,148 | -1,565 | -23.31% |
| Simon Quick Advisors LLC | 38,631 | 30,021 | -8,610 | -22.29% |
| Red Door Wealth Management LLC | 105,639 | 82,365 | -23,274 | -22.03% |
| Measured Wealth Private Client Group LLC | 10,105 | 7,918 | -2,187 | -21.64% |
| Allred Capital Management LLC | 3,740 | 3,030 | -710 | -18.98% |
| Liberty Capital Management Inc. | 17,062 | 14,000 | -3,062 | -17.95% |
| Drive Wealth Management LLC | 4,526 | 3,715 | -811 | -17.92% |
| EWG Elevate Inc. | 6,354 | 5,260 | -1,094 | -17.22% |
| Raymond James & Associates | 27,407 | 23,822 | -3,585 | -13.08% |
| Park Avenue Securities LLC | 8,386 | 7,406 | -980 | -11.69% |
| Signet Financial Management LLC | 30,651 | 27,108 | -3,543 | -11.56% |
| Diversified Investment Strategies LLC | 9,637 | 8,732 | -905 | -9.39% |
| Taylor & Morgan Wealth Management LLC | 15,500 | 14,481 | -1,019 | -6.57% |
| OneAscent Financial Services LLC | 2,841 | 2,665 | -176 | -6.20% |
| Moisand Fitzgerald Tamayo LLC | 20,560 | 19,304 | -1,256 | -6.11% |
| Asset Dedication LLC | 157,367 | 148,776 | -8,591 | -5.46% |
| Atlas Brown Inc. | 12,966 | 12,270 | -696 | -5.37% |
| Private Ocean LLC | 1,355 | 1,283 | -72 | -5.31% |
| Congress Wealth Management LLC DE | 45,897 | 43,569 | -2,328 | -5.07% |
| New Hampshire Trust | 64,039 | 61,016 | -3,023 | -4.72% |
| Cornerstone Wealth Management LLC | 3,332 | 3,176 | -156 | -4.68% |
| Compass Ion Advisors LLC | 120,515 | 114,922 | -5,593 | -4.64% |
| Brookstone Capital Management | 5,211 | 4,988 | -223 | -4.28% |
| Invera Wealth Advisors LLC | 11,335 | 10,882 | -453 | -4.00% |
| Total Wealth Planning LLC | 45,835 | 44,001 | -1,834 | -4.00% |
| Garrett Investment Advisors LLC | 6,359 | 6,105 | -254 | -3.99% |
| Wealth Enhancement Advisory Services LLC | 230,416 | 221,304 | -9,112 | -3.95% |
| SeaCrest Wealth Management LLC | 12,104 | 11,686 | -418 | -3.45% |
| Strategies Wealth Advisors LLC | 38,876 | 37,551 | -1,325 | -3.41% |
| Seaside Wealth Management Inc. | 6,367 | 6,186 | -181 | -2.84% |
| KWB Wealth | 202,275 | 196,878 | -5,397 | -2.67% |
| BKD Wealth Advisors LLC | 4,648 | 4,524 | -124 | -2.67% |
| Integrity Wealth Solutions LLC | 6,982 | 6,805 | -177 | -2.54% |
| First International Bank & Trust | 3,645 | 3,555 | -90 | -2.47% |
| American Financial Advisors LLC | 278,371 | 271,657 | -6,714 | -2.41% |
| Wallace Advisory Group LLC | 6,036 | 5,916 | -120 | -1.99% |
| Financial Strategies Group Inc. | 156,235 | 153,861 | -2,374 | -1.52% |
| Evensky & Katz LLC | 318,818 | 315,214 | -3,604 | -1.13% |
| Pacifica Partners Inc. | 3,411 | 3,375 | -36 | -1.06% |
| Paragon Capital Management Ltd | 15,195 | 15,037 | -158 | -1.04% |
| Occidental Asset Management LLC | 10,149 | 10,056 | -93 | -0.92% |
| Mather Group LLC. | 91,250 | 91,030 | -220 | -0.24% |
| Apeiron RIA LLC | 6,504 | 6,489 | -15 | -0.23% |
| 13F Filers Exiting SLYV | ||||
| McGlone Suttner Wealth Management Inc. | 16 | 0 | -16 | -100.00% |
| Accel Wealth Management | 4,163 | 0 | -4,163 | -100.00% |
| International Assets Investment Management LLC | 2,282 | 0 | -2,282 | -100.00% |
| UMA Financial Services Inc. | 2,479 | 0 | -2,479 | -100.00% |
| Thompson Investment Management Inc. | 1 | 0 | -1 | -100.00% |
| Toth Financial Advisory Corp | 1,643 | 0 | -1,643 | -100.00% |
See Summary: Institutional Holders of SLYV
See Details: Top 10 Hedge Funds Holding SLYV
