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STOCK TICKER:
iShares Barclays U.S. Treasury Bond Fund   (ticker: GOVT)
Institutions's Holdings On The Stock
INSTITUTION/GURU    (click Current Holdings for holding history) Current Holdings
(link to holding history)
Previous
Holdings
Change Portfolio
Date
ENVESTNET ASSET MANAGEMENT INC 94,865,573 92,729,937 2% 2020-12-31
BANK OF AMERICA CORP /DE/ 80,127,714 75,681,239 6% 2020-12-31
J P MORGAN CHASE & CO 31,289,188 30,351,556 3% 2020-12-31
BB&T CORP 24,663,313 26,269,933 6% 2020-12-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 23,245,813 20,577,440 13% 2020-12-31
CWM, LLC 15,381,577 16,292,892 6% 2020-12-31
MORGAN STANLEY 14,738,293 0 New Buy 2020-12-31
LPL Financial CORP 13,224,267 14,013,594 6% 2020-12-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 9,957,107 6,212,665 60% 2020-12-31
AMERIPRISE FINANCIAL INC 8,564,667 9,306,620 8% 2020-12-31
UBS Group AG 7,644,298 7,756,109 1% 2020-12-31
FMR LLC 14 6,467,248 100% 2020-12-31
PARK AVENUE SECURITIES LLC 5,681,839 6,032,431 6% 2020-12-31
Janney Montgomery Scott LLC 5,648,926 5,080,422 11% 2020-12-31
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 4,399,981 4,171,146 5% 2020-12-31
DIAM Co., Ltd. 4,139,000 1,644,000 152% 2020-12-31
Sontag Advisory, LLC 3,749,216 4,436,675 15% 2020-12-31
MML INVESTORS SERVICES, LLC 3,362,836 2,959,471 14% 2020-12-31
SYNOVUS FINANCIAL CORP 3,219,597 3,199,876 1% 2020-12-31
Model Capital Management LLC 92,751 52,886 75% 2020-12-31
WELLS FARGO & CO/MN 2,724,788 2,581,407 6% 2020-12-31
3EDGE Asset Management, LP 2,516,358 2,587,729 3% 2020-12-31
US BANCORP DE 2,224,561 2,821,126 21% 2020-12-31
GOLDMAN SACHS GROUP INC 37,618 2,019,238 98% 2020-12-31
55I, LLC 1,984,078 2,000,421 1% 2020-12-31
Parallel Advisors, LLC 1,948,680 0 New Buy 2020-12-31
1607 Capital Partners, LLC 1,885,975 1,726,875 9% 2020-12-31
DEUTSCHE BANK AG 1,849,871 1,424,675 30% 2020-12-31
WEALTHSOURCE PARTNERS, LLC 1,665,458 0 New Buy 2020-12-31
Bank of New York Mellon CORP 1,646,978 1,518,802 8% 2020-12-31
Qube Research & Technologies Ltd 1,586,071 6,194,196 74% 2020-12-31
COMMONWEALTH EQUITY SERVICES, LLC. 1,548,659 1,869,864 17% 2020-12-31
MA Private Wealth 1,471,092 1,509,850 3% 2020-12-31
Brookstone Capital Management 1,429,582 1,205,962 19% 2020-12-31
Relative Value Partners Group, LLC 1,404,214 1,342,229 5% 2020-12-31
CADINHA & CO LLC 1,354,606 1,457,249 7% 2020-12-31
BAILARD, INC. 1,238,735 1,456,540 15% 2020-12-31
Raymond James Financial Services Advisors, Inc. 1,172,627 1,176,646 0% 2020-12-31
BANK OF MONTREAL /CAN/ 1,162,833 1,131,708 3% 2020-12-31
FormulaFolio Investments, LLC 1,129,966 0 New Buy 2020-12-31
AE Wealth Management LLC 1,124,854 835,874 35% 2020-12-31
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1,088,500 642,974 69% 2020-12-31
Cardan Capital Partners, LLC 1,033,636 898,882 15% 2020-12-31
Goss Wealth Management LLC 1,012,886 928,658 9% 2020-12-31
Steel Peak Wealth Management LLC 1,011,144 979,050 3% 2020-12-31
HawsGoodwin Investment Management LLC 949,602 937,650 1% 2020-12-31
ST GERMAIN D J CO INC 888,982 885,522 0% 2020-12-31
Tennessee Valley Asset Management Partners 0 376,595 Sold Out 2020-12-31
Itau Unibanco Holding S.A. 830,084 175,759 372% 2020-12-31
First Pacific Financial 810,162 737,616 10% 2020-12-31
Sawtooth Asset Management, Inc. 784,592 755,129 4% 2020-12-31
ATRIA INVESTMENTS LLC 782,918 834,814 6% 2020-12-31
Capital Investment Advisory Services, LLC 772,254 328,464 135% 2020-12-31
Hedeker Wealth Management Group, LLC 761,308 0 New Buy 2020-12-31
Cooper Financial Group 735,047 771,396 5% 2020-12-31
STIFEL FINANCIAL CORP 8 8 No Change 2020-12-31
Grant Street Asset Management, Inc. 702,254 721,376 3% 2020-12-31
Tri-Star Advisors Inc. 702,175 444,347 58% 2020-12-31
CFS Investment Advisory Services, LLC 678,967 0 New Buy 2020-12-31
RAYMOND JAMES & ASSOCIATES 675,348 531,318 27% 2020-12-31
FLC Capital Advisors 675,238 668,250 1% 2020-12-31
COMERICA SECURITIES,INC. 664,680 684,260 3% 2020-12-31
Montecito Bank & Trust 652,404 673,783 3% 2020-12-31
Johnson Bixby & Associates, LLC 633,603 0 New Buy 2020-12-31
MONTICELLO WEALTH MANAGEMENT, LLC 610,621 0 New Buy 2020-12-31
CLIENT 1ST ADVISORY GROUP, LLC 608,622 577,901 5% 2020-12-31
PAX Financial Group, LLC 592,721 566,564 5% 2020-12-31
Stewardship Advisors, LLC 572,923 510,873 12% 2020-12-31
Van Hulzen Asset Management, LLC 568,827 581,372 2% 2020-12-31
Rockefeller Capital Management L.P. 540,545 505,070 7% 2020-12-31
Sequoia Financial Advisors, LLC 530,126 425,852 24% 2020-12-31
Emerald Investment Partners, LLC 521,298 197,444 164% 2020-12-31
PROEQUITIES, INC. 514,272 508,356 1% 2020-12-31
Lineweaver Wealth Advisors, LLC 478,805 473,033 1% 2020-12-31
Copperleaf Capital, LLC 476,086 401,872 18% 2020-12-31
ERTS Wealth Advisors, LLC 473,045 514,724 8% 2020-12-31
Horst & Graben Wealth Management LLC 461,669 416,250 11% 2020-12-31
Cetera Investment Advisers 460,691 60,181 666% 2020-12-31
PRUDENT INVESTORS NETWORK 458,637 709,691 35% 2020-12-31
Bedel Financial Consulting, Inc. 454,427 447,400 2% 2020-12-31
VIVID FINANCIAL MANAGEMENT, INC. 444,681 479,294 7% 2020-12-31
Sharkey, Howes & Javer 429,619 537,073 20% 2020-12-31
Williams Financial, LLC 424,636 0 New Buy 2020-12-31
Clear Creek Financial Management, LLC 416,253 0 New Buy 2020-12-31
Steward Partners Investment Advisory, LLC 377,798 380,653 1% 2020-12-31
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 372,784 316,911 18% 2020-12-31
Spectrum Asset Management, Inc. (NB/CA) 369,258 359,583 3% 2020-12-31
Stone House Investment Management, LLC 365,799 655,615 44% 2020-12-31
Abundance Wealth Counselors 365,648 227,342 61% 2020-12-31
Cypress Wealth Services, LLC 361,234 314,260 15% 2020-12-31
PFG Financial Advisors 360,716 362,058 0% 2020-12-31
High Falls Advisors, Inc 358,705 280,963 28% 2020-12-31
CITADEL ADVISORS LLC (Kenneth C. Griffin) 341,519 0 New Buy 2020-12-31
Icon Wealth Partners, LLC 336,565 0 New Buy 2020-12-31
ONE Advisory Partners, LLC 321,805 365,471 12% 2020-12-31
CITIZENS FINANCIAL GROUP INC/RI 14,089 15,885 11% 2020-12-31
Bernardo Wealth Planning LLC 319,023 217,354 47% 2020-12-31
GREAT WEST LIFE ASSURANCE CO /CAN/ 318,978 0 New Buy 2020-12-31
RFG Advisory Group, LLC 318,585 357,368 11% 2020-12-31
Kestra Advisory Services, LLC 317,917 206,107 54% 2020-12-31
Multi-Financial Securities Corp 313,588 290,002 8% 2020-12-31
CITIGROUP INC 310,311 402,317 23% 2020-12-31
Clearview Wealth Advisors LLC 308,891 0 New Buy 2020-12-31
PRUDENTIAL FINANCIAL INC 302,534 12,046 2,411% 2020-12-31
Equitable Holdings, Inc. 296,924 245,480 21% 2020-12-31
Day & Ennis, LLC 294,834 258,004 14% 2020-12-31
Truadvice, LLC 284,348 157,383 81% 2020-12-31
National Asset Management, Inc. 282,186 303,588 7% 2020-12-31
Avondale Wealth Management 281,383 251,678 12% 2020-12-31
Crabel Capital Management, LLC 279,847 67,522 314% 2020-12-31
Strategic Blueprint, LLC 279,292 57,948 382% 2020-12-31
CAPITAL ONE FINANCIAL CORP 275,999 11,030 2,402% 2020-12-31
Spectrum Management Group, Inc. 274,225 312,658 12% 2020-12-31
Outlook Wealth Advisors, LLC 272,033 324,774 16% 2020-12-31
Financial Network 270,572 1,218,890 78% 2020-12-31
NWAM LLC 269,809 0 New Buy 2020-12-31
Baird Financial Group, Inc. 260,427 245,615 6% 2020-12-31
Integrated Wealth Concepts LLC 257,015 227,494 13% 2020-12-31
Austin Private Wealth, LLC 255,570 208,629 22% 2020-12-31
CIBC World Markets Inc. 252,309 296,507 15% 2020-12-31
Spectrum Planning & Advisory Services Inc. 252,067 0 New Buy 2020-12-31
INTEGRATED CAPITAL MANAGEMENT, INC. 250,923 248,661 1% 2020-12-31
LIBERTY WEALTH MANAGEMENT LLC 250,180 216,226 16% 2020-12-31
Bay Harbor Wealth Management, LLC 245,971 204,596 20% 2020-12-31
4J Wealth Management LLC 244,517 0 New Buy 2020-12-31
Strategic Investment Advisors / MI 242,957 68,631 254% 2020-12-31
Concorde Asset Management, LLC 0 234,933 Sold Out 2020-12-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 237,297 240,426 1% 2020-12-31
ROWLAND CARMICHAEL ADVISORS INC /ADV 235,747 219,294 8% 2020-12-31
HighTower Advisors, LLC 229,128 200,430 14% 2020-12-31
TOWNSQUARE CAPITAL LLC 225,375 182,551 23% 2020-12-31
BCGM Wealth Management, LLC 223,714 0 New Buy 2020-12-31
Financial Partners Group, Inc 211,653 0 New Buy 2020-12-31
UBP Investment Advisors SA 205,023 127,204 61% 2020-12-31
Stratos Wealth Advisors, LLC 200,874 99,864 101% 2020-12-31
H D Vest Advisory Services 197,498 185,857 6% 2020-12-31
PFG Advisors 196,024 171,863 14% 2020-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 193,335 174,018 11% 2020-12-31
CAPTRUST FINANCIAL ADVISORS 185,335 56,918 226% 2020-12-31
Sigma Planning Corp 185,252 183,145 1% 2020-12-31
Sowell Financial Services LLC 183,789 186,244 1% 2020-12-31
Center For Asset Management LLC 179,482 0 New Buy 2020-12-31
Strategic Wealth Advisors Group,Inc. 175,587 118,421 48% 2020-12-31
Emerald Advisors, LLC 172,975 0 New Buy 2020-12-31
Columbia Trust Co 01012016 167,878 0 New Buy 2020-12-31
Regal Investment Advisors, LLC 167,400 50,895 229% 2020-12-31
IFP Advisors, Inc 165,754 0 New Buy 2020-12-31
Streettalk Advisors, LLC 162,705 159,357 2% 2020-12-31
BKD Wealth Advisors, LLC 160,879 205,810 22% 2020-12-31
Advisory Services Network, LLC 155,959 162,092 4% 2020-12-31
Financial Network Wealth Management LLC 155,259 0 New Buy 2020-12-31
Eldridge Investment Advisors, Inc. 147,768 158,050 7% 2020-12-31
BCJ Capital Management, LLC 146,971 151,012 3% 2020-12-31
FINANCIAL MANAGEMENT NETWORK INC 140,662 0 New Buy 2020-12-31
Tradition Wealth Management, LLC 136,857 0 New Buy 2020-12-31
Pinnacle Advisory Group, Inc. 129,668 103,318 26% 2020-12-31
FLOW TRADERS U.S. LLC 126,194 0 New Buy 2020-12-31
Lumature Wealth Partners, LLC 126,192 0 New Buy 2020-12-31
AdvisorNet Financial, Inc 125,790 129,534 3% 2020-12-31
CENTAURUS FINANCIAL, INC. 124,194 110,832 12% 2020-12-31
Thrive Capital Management, LLC 119,180 0 New Buy 2020-12-31
Venturi Wealth Management, LLC 117,499 122,109 4% 2020-12-31
Foundations Investment Advisors, LLC 116,068 113,144 3% 2020-12-31
Compagnie Lombard, Odier SCA 115,346 0 New Buy 2020-12-31
Banco Santander, S.A. 113,582 113,582 No Change 2020-12-31
Summit X, LLC 113,345 203,866 44% 2020-12-31
SigFig Wealth Management, LLC 109,276 90,191 21% 2020-12-31
Patriot Financial Group Insurance Agency, LLC 106,407 110,643 4% 2020-12-31
DONALDSON CAPITAL MANAGEMENT, LLC 105,957 0 New Buy 2020-12-31
Archford Capital Strategies, LLC 105,528 103,919 2% 2020-12-31
Csenge Advisory Group 99,902 0 New Buy 2020-12-31
Capital Planning LLC 98,108 0 New Buy 2020-12-31
Belpointe Asset Management LLC 97,064 0 New Buy 2020-12-31
JT Stratford LLC 95,756 116,232 18% 2020-12-31
Biltmore Capital Advisors LLC 94,319 0 New Buy 2020-12-31
RWM Asset Management, LLC 88,645 0 New Buy 2020-12-31
TRANSCEND WEALTH COLLECTIVE, LLC 86,521 109,320 21% 2020-12-31
MMA ASSET MANAGEMENT LLC 86,105 0 New Buy 2020-12-31
Buckingham Asset Management, LLC 84,828 84,222 1% 2020-12-31
Kovack Advisors, Inc. 83,583 79,379 5% 2020-12-31
Bellwether Advisors, LLC 79,268 0 New Buy 2020-12-31
SCS Capital Management LLC 78,958 476,936 83% 2020-12-31
Private Capital Group, LLC 77,420 73,632 5% 2020-12-31
Visionary Wealth Advisors 76,648 219,198 65% 2020-12-31
CHARTER TRUST CO 74,986 77,635 3% 2020-12-31
UNIONBANCAL CORP 0 73,344 Sold Out 2020-12-31
BAKER TILLY FINANCIAL, LLC 73,274 0 New Buy 2020-12-31
Cornerstone Wealth Management, LLC 73,089 68,297 7% 2020-12-31
Successful Portfolios LLC 66,730 59,971 11% 2020-12-31
Actinver Wealth Management, Inc. 65,427 66,418 1% 2020-12-31
IHT Wealth Management, LLC 65,392 60,568 8% 2020-12-31
Blue Creek Investment Partners, LLC 65,221 64,915 0% 2020-12-31
Valmark Advisers, Inc. 64,136 58,694 9% 2020-12-31
CREATIVE FINANCIAL DESIGNS INC /ADV 63,717 52,471 21% 2020-12-31
Teamwork Financial Advisors, LLC 62,477 0 New Buy 2020-12-31
Insight Advisors, LLC/ PA 62,456 0 New Buy 2020-12-31
Robertson Stephens Wealth Management, LLC 59,810 85,090 30% 2020-12-31
Windsor Group LTD 57,540 104,153 45% 2020-12-31
HRT FINANCIAL LLC 57,508 0 New Buy 2020-12-31
Mutual Advisors, LLC 55,556 29,090 91% 2020-12-31
NORTHWEST WEALTH MANAGEMENT, LLC 53,942 29,106 85% 2020-12-31
ATTICUS WEALTH MANAGEMENT, LLC 53,459 53,239 0% 2020-12-31
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 53,000 51,500 3% 2020-12-31
Moors & Cabot, Inc. 51,026 55,219 8% 2020-12-31
Gyroscope Capital Management Group, LLC 50,655 54,891 8% 2020-12-31
OmniStar Financial Group, Inc. 50,487 45,059 12% 2020-12-31
WJ Wealth Management, LLC 49,785 77,310 36% 2020-12-31
ADE, LLC 49,341 0 New Buy 2020-12-31
SCOTIA CAPITAL INC. 49,192 46,512 6% 2020-12-31
HPM Partners LLC 48,858 0 New Buy 2020-12-31
Mount Yale Investment Advisors, LLC 48,723 49,388 1% 2020-12-31
Veracity Capital LLC 47,826 52,856 10% 2020-12-31
Birchcreek Wealth Management, LLC 47,593 0 New Buy 2020-12-31
LexAurum Advisors, LLC 47,428 30,710 54% 2020-12-31
Perigon Wealth Management, LLC 46,458 23,606 97% 2020-12-31
RAYMOND JAMES TRUST CO 43,868 44,697 2% 2020-12-31
Principle Wealth Partners LLC 43,526 0 New Buy 2020-12-31
SFMG, LLC 42,819 48,399 12% 2020-12-31
Ausdal Financial Partners, Inc. 41,557 24,754 68% 2020-12-31
First Heartland Consultants, Inc. 41,145 40,288 2% 2020-12-31
OPTIMUM INVESTMENT ADVISORS 39,665 39,476 0% 2020-12-31
EisnerAmper Wealth Management Corporate Benefits, LLC 38,929 38,929 No Change 2020-12-31
First National Bank of South Miami 38,205 33,782 13% 2020-12-31
Stratos Wealth Partners, LTD. 38,023 164,684 77% 2020-12-31
PRINCIPAL FINANCIAL GROUP INC 37,795 31,233 21% 2020-12-31
Strategic Wealth Management Group, LLC 37,621 37,621 No Change 2020-12-31
Golden State Wealth Management, LLC 37,349 23,161 61% 2020-12-31
Lighthouse Financial Advisors, Inc. 36,262 37,627 4% 2020-12-31
CAPITAL INSIGHT PARTNERS, LLC 35,810 35,810 No Change 2020-12-31
SUMMIT FINANCIAL GROUP INC 35,267 35,267 No Change 2020-12-31
TRUE Private Wealth Advisors 35,098 66,710 47% 2020-12-31
One Wealth Advisors, LLC 35,074 7,394 374% 2020-12-31
LVW Advisors, LLC 34,835 34,155 2% 2020-12-31
Aptus Capital Advisors, LLC 34,473 24,437 41% 2020-12-31
J.W. COLE ADVISORS, INC. 34,377 43,357 21% 2020-12-31
Stelac Advisory Services LLC 33,229 32,854 1% 2020-12-31
Lumbard Investment Counseling, LLC 33,194 0 New Buy 2020-12-31
Concord Wealth Partners 32,988 0 New Buy 2020-12-31
Venture Visionary Partners LLC 32,134 32,254 0% 2020-12-31
Feltz Wealth PLAN Inc. 32,084 23,403 37% 2020-12-31
Paradigm Financial Partners, LLC 31,640 13,137 141% 2020-12-31
KESTRA PRIVATE WEALTH SERVICES, LLC 30,752 0 New Buy 2020-12-31
Aurora Private Wealth, Inc. 30,695 30,411 1% 2020-12-31
Carroll Financial Associates, Inc. 30,656 26,417 16% 2020-12-31
Claraphi Advisory Network, LLC 30,216 25,379 19% 2020-12-31
GREEN SQUARE CAPITAL MANAGEMENT LLC 30,088 98,809 70% 2020-12-31
FIFTH THIRD SECURITIES, INC. 30,087 0 New Buy 2020-12-31
Global Retirement Partners, LLC 30,020 23,821 26% 2020-12-31
CAHABA WEALTH MANAGEMENT, INC. 29,434 48,615 39% 2020-12-31
Hanlon Investment Management, Inc. 29,285 29,859 2% 2020-12-31
Procyon Private Wealth Partners, LLC 29,163 26,954 8% 2020-12-31
M&T BANK CORP 28,677 27,702 4% 2020-12-31
CIM INVESTMENT MANGEMENT INC 28,374 0 New Buy 2020-12-31
Truvestments Capital LLC 413 413 No Change 2020-12-31
WESTERN FINANCIAL CORPORATION 27,627 0 New Buy 2020-12-31
Keystone Financial Group 27,361 27,305 0% 2020-12-31
Pinnacle Family Advisors, LLC 27,029 0 New Buy 2020-12-31
Savior LLC 26,569 22,455 18% 2020-12-31
AJ WEALTH STRATEGIES, LLC 26,027 25,717 1% 2020-12-31
Sandbox Financial Partners, LLC 26,010 0 New Buy 2020-12-31
Insight Wealth Strategies, LLC 25,930 0 New Buy 2020-12-31
Crescent Grove Advisors, LLC 25,539 35,238 28% 2020-12-31
Creative Planning 25,507 0 New Buy 2020-12-31
Hilltop Holdings Inc. 25,108 19,941 26% 2020-12-31
Golden State Equity Partners 23,751 0 New Buy 2020-12-31
STEPHENS INC /AR/ 23,631 20,207 17% 2020-12-31
Rehmann Capital Advisory Group 23,431 24,627 5% 2020-12-31
Aspire Private Capital, LLC 22,951 18,012 27% 2020-12-31
Beacon Financial Advisory LLC 22,341 19,286 16% 2020-12-31
LVZ Advisors, Inc. 22,178 19,094 16% 2020-12-31
Aveo Capital Partners, LLC 21,685 29,586 27% 2020-12-31
NORTHERN TRUST CORP 21,550 16,054 34% 2020-12-31
Dynamic Advisors Solutions LLC 21,501 24,636 13% 2020-12-31
Lido Advisors, LLC 21,294 18,815 13% 2020-12-31
EQ LLC 20,632 0 New Buy 2020-12-31
Hayden Royal, LLC 20,462 17,613 16% 2020-12-31
WEDBUSH MORGAN SECURITIES INC 20,438 19,929 3% 2020-12-31
IFG Advisory, LLC 20,234 19,109 6% 2020-12-31
Soltis Investment Advisors LLC 20,106 20,104 0% 2020-12-31
Karn, Couzens & Associates, Inc. 19,641 0 New Buy 2020-12-31
BLAIR WILLIAM & CO/IL 19,567 24,334 20% 2020-12-31
Mariner Wealth Advisors, LLC 19,336 11,761 64% 2020-12-31
Integrated Advisors Network LLC 19,179 21,789 12% 2020-12-31
Charter Oak Capital Management, LLC 18,752 0 New Buy 2020-12-31
Financial Advocates Investment Management 18,686 91,236 80% 2020-12-31
MOSELEY INVESTMENT MANAGEMENT INC 18,654 18,673 0% 2020-12-31
Santori & Peters, Inc. 18,523 0 New Buy 2020-12-31
Mirae Asset Global Investments Co., Ltd. 18,328 0 New Buy 2020-12-31
Patton Albertson & Miller, LLC 18,165 17,777 2% 2020-12-31
Ancora Advisors, LLC 18,153 17,439 4% 2020-12-31
Rede Wealth, LLC 18,138 0 New Buy 2020-12-31
HERITAGE INVESTORS MANAGEMENT CORP 18,118 18,118 No Change 2020-12-31
Kingsview Wealth Management, LLC 17,686 20,845 15% 2020-12-31
9258 Wealth Management, LLC 17,336 22,218 22% 2020-12-31
VisionPoint Advisory Group, LLC 17,178 21,543 20% 2020-12-31
NEXT Financial Group, Inc 8,057 50,258 84% 2020-12-31
LEVEL FOUR ADVISORY SERVICES, LLC 16,822 42,094 60% 2020-12-31
Penobscot Investment Management Company, Inc. 16,534 0 New Buy 2020-12-31
HAVERFORD TRUST CO 16,417 15,818 4% 2020-12-31
SIGMA INVESTMENT COUNSELORS INC 16,127 0 New Buy 2020-12-31
DELTA ASSET MANAGEMENT LLC/TN 16,084 16,084 No Change 2020-12-31
Harbour Capital Advisors, LLC 15,969 11,736 36% 2020-12-31
JANE STREET GROUP, LLC 15,812 3,595,725 100% 2020-12-31
First PREMIER Bank 15,642 15,642 No Change 2020-12-31
FRANKLIN RESOURCES INC 15,488 15,485 0% 2020-12-31
FIRST HAWAIIAN BANK 15,480 15,480 No Change 2020-12-31
PACIFIC FINANCIAL GROUP INC 15,377 8,196 88% 2020-12-31
Winthrop Advisory Group LLC 15,230 12,067 26% 2020-12-31
Tower Research Capital LLC 15,117 0 New Buy 2020-12-31
STRATEGY ASSET MANAGERS LLC 15,046 19,003 21% 2020-12-31
HBW Advisory Services LLC 14,985 10,917 37% 2020-12-31
Hudson Capital Management LLC 14,774 0 New Buy 2020-12-31
BENJAMIN F. EDWARDS & COMPANY, INC. 14,630 129 11,241% 2020-12-31
MERCER GLOBAL ADVISORS INC /ADV 14,427 15,612 8% 2020-12-31
Anfield Capital Management, LLC 14,328 9,823 46% 2020-12-31
Perennial Investment Advisors, LLC 14,234 17,054 17% 2020-12-31
PINNACLE FINANCIAL PARTNERS INC 13,905 16,637 16% 2020-12-31
Baystate Wealth Management LLC 13,903 8,658 61% 2020-12-31
TELEMUS CAPITAL, LLC 13,750 17,210 20% 2020-12-31
Deane Retirement Strategies, Inc. 13,151 15,701 16% 2020-12-31
Financeware, Inc. 13,099 14,166 8% 2020-12-31
Comprehensive Portfolio Management, LLC 13,081 13,081 No Change 2020-12-31
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 12,989 12,761 2% 2020-12-31
GREENLEAF TRUST 12,955 0 New Buy 2020-12-31
Good Life Advisors, LLC 12,905 10,737 20% 2020-12-31
180 WEALTH ADVISORS, LLC 12,781 11,626 10% 2020-12-31
Beaumont Financial Partners, LLC 12,769 0 New Buy 2020-12-31
Prime Capital Investment Advisors, LLC 12,740 20,860 39% 2020-12-31
Wealth Quarterback LLC 12,676 21,112 40% 2020-12-31
Kalos Management, Inc. 12,648 9,791 29% 2020-12-31
Western Wealth Management, LLC 12,523 36,360 66% 2020-12-31
Rock Creek Group, LP 12,261 12,261 No Change 2020-12-31
OTA Financial Group L.P. 12,193 25,309 52% 2020-12-31
GW HENSSLER & ASSOCIATES LTD 12,133 10,867 12% 2020-12-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 11,723 0 New Buy 2020-12-31
Phoenix Holdings Ltd. 11,525 13,783 16% 2020-12-31
MCDONALD PARTNERS LLC 11,463 0 New Buy 2020-12-31
Main Street Financial Solutions, LLC 11,333 0 New Buy 2020-12-31
JONES FINANCIAL COMPANIES LLLP 11,255 0 New Buy 2020-12-31
W.G. Shaheen & Associates DBA Whitney & Co 11,180 11,180 No Change 2020-12-31
JD Financial Services Inc. 10,838 0 New Buy 2020-12-31
DEARBORN PARTNERS LLC 10,559 0 New Buy 2020-12-31
Ciovacco Capital Management LLC 10,138 0 New Buy 2020-12-31
United Asset Strategies, Inc. 10,111 50,230 80% 2020-12-31
BP WEALTH MANAGEMENT, LLC 9,912 0 New Buy 2020-12-31
Estate Counselors, LLC 9,700 12,150 20% 2020-12-31
Pflug Koory, LLC 9,684 9,684 No Change 2020-12-31
Interchange Capital Partners, LLC 9,499 0 New Buy 2020-12-31
Prosperity Planning, Inc. 9,457 0 New Buy 2020-12-31
KEYBANK NATIONAL ASSOCIATION/OH 9,435 0 New Buy 2020-12-31
Meridian Wealth Advisors, LLC 9,201 0 New Buy 2020-12-31
True Link Financial Advisors, LLC 9,125 0 New Buy 2020-12-31
Sugarloaf Wealth Management, LLC 9,104 8,255 10% 2020-12-31
SMITH, MOORE & CO. 8,919 8,635 3% 2020-12-31
TBH Global Asset Management, LLC 8,327 0 New Buy 2020-12-31
Diversified, LLC 8,163 0 New Buy 2020-12-31
MJP ASSOCIATES INC /ADV 8,000 0 New Buy 2020-12-31
Modera Wealth Management, LLC 7,994 7,994 No Change 2020-12-31
Atlanta Capital Group 0 8,675 Sold Out 2020-12-31
Wealthcare Advisory Partners LLC 7,697 0 New Buy 2020-12-31
Clear Perspectives Financial Planning, LLC 7,606 0 New Buy 2020-12-31
WELCH & FORBES LLC 7,395 7,395 No Change 2020-12-31
Capital Asset Advisory Services LLC 7,320 7,245 1% 2020-12-31
EDMOND DE ROTHSCHILD HOLDING S.A. 7,215 0 New Buy 2020-12-31
AGF FUNDS INC 7,048 4,160 69% 2020-12-31
TRUSTCORE FINANCIAL SERVICES, LLC 7,035 7,035 No Change 2020-12-31
Zions Bancorporation, N.A. 7,024 7,024 No Change 2020-12-31
CULLEN FROST BANKERS INC 6,047 6,047 No Change 2020-12-31
Goodwin Investment Advisory 200 0 New Buy 2020-12-31
HUNTINGTON NATIONAL BANK 5,941 5,940 0% 2020-12-31
FIFTH THIRD BANCORP 5,242 3,389 55% 2020-12-31
Jones Collombin Investment Counsel Inc 4,945 4,220 17% 2020-12-31
Acropolis Investment Management, LLC 4,673 4,673 No Change 2020-12-31
Interactive Financial Advisors 195 1,156 83% 2020-12-31
Financial Advisory Service, Inc. 4,263 9,961 57% 2020-12-31
Pinnacle Bank 3,898 2,542 53% 2020-12-31
Meridian Wealth Partners, LLC 3,815 6,578 42% 2020-12-31
Graves-Light Private Wealth Management, Inc. 3,490 0 New Buy 2020-12-31
Tarbox Group, Inc. 3,443 3,443 No Change 2020-12-31
Eudaimonia Partners, LLC 3,223 102 3,060% 2020-12-31
Sturgeon Ventures LLP 3,220 3,220 No Change 2020-12-31
Founders Financial Alliance, LLC 35 9,752 100% 2020-12-31
Samalin Investment Counsel, LLC 2,818 2,599 8% 2020-12-31
SIMPLEX TRADING, LLC 2,798 3,798 26% 2020-12-31
MASSMUTUAL TRUST CO FSB/ADV 2,727 1,820 50% 2020-12-31
Ellis Investment Partners, LLC 2,388 2,559 7% 2020-12-31
EVOKE WEALTH, LLC 2,101 2,101 No Change 2020-12-31
Carmichael Hill & Associates, Inc. 1,932 1,942 1% 2020-12-31
Jacobi Capital Management LLC 1,873 1,870 0% 2020-12-31
SIGNATUREFD, LLC 1,746 1,602 9% 2020-12-31
Regent Peak Wealth Advisors LLC 1,576 0 New Buy 2020-12-31
Investors Research Corp 1,514 1,091 39% 2020-12-31
REILLY FINANCIAL ADVISORS, LLC 1,474 1,474 No Change 2020-12-31
Hudock Moyer Wealth Resources, LLC 1,343 1,487 10% 2020-12-31
Intelligence Driven Advisers, LLC 1,301 513,409 100% 2020-12-31
BESSEMER GROUP INC 1,291 1,614 20% 2020-12-31
Gemmer Asset Management LLC 1,239 1,239 No Change 2020-12-31
Jackson, Grant Investment Advisers, Inc. 1,200 1,185 1% 2020-12-31
Lakeview Capital Partners, LLC 1,146 479 139% 2020-12-31
Arkadios Wealth Advisors 1,135 1,127 1% 2020-12-31
Lenox Wealth Advisors, Inc. 1,050 1,050 No Change 2020-12-31
Stewardship Financial Advisors, LLC 1,018 1,018 No Change 2020-12-31
SRS Capital Advisors, Inc. 1,007 8,932 89% 2020-12-31
ATWOOD & PALMER INC 1,005 0 New Buy 2020-12-31
Ellevest, Inc. 928 928 No Change 2020-12-31
First Bank & Trust 905 905 No Change 2020-12-31
Vectors Research Management, LLC 887 1,207 27% 2020-12-31
Ten Capital Wealth Advisors, LLC 882 0 New Buy 2020-12-31
SALEM INVESTMENT COUNSELORS INC 869 813 7% 2020-12-31
Jackson Hole Capital Partners, LLC 824 824 No Change 2020-12-31
Key FInancial Inc 824 0 New Buy 2020-12-31
WAYCROSS PARTNERS, LLC 787 0 New Buy 2020-12-31
Capital Directions Investment Advisors, LLC 695 695 No Change 2020-12-31
PEOPLES FINANCIAL SERVICES CORP. 619 0 New Buy 2020-12-31
Intellectus Partners, LLC 613 10,041 94% 2020-12-31
Lehman & Derafelo Financial Resources LLC 600 600 No Change 2020-12-31
Alpha DNA Investment Management LLC 600 0 New Buy 2020-12-31
Barrett Asset Management, LLC 584 584 No Change 2020-12-31
Phoenix Wealth Advisors 545 0 New Buy 2020-12-31
TSFG, LLC 514 592 13% 2020-12-31
Hanson McClain, Inc. 503 173 191% 2020-12-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 454 6,038 92% 2020-12-31
LAZARD ASSET MANAGEMENT LLC 453 576 21% 2020-12-31
Bartlett & Co. LLC 434 0 New Buy 2020-12-31
Horan Securities, Inc. 429 424 1% 2020-12-31
Pacifica Partners Inc. 404 404 No Change 2020-12-31
MEEDER ASSET MANAGEMENT INC 368 267 38% 2020-12-31
Pathstone Family Office, LLC 357 357 No Change 2020-12-31
Sound Income Strategies, LLC 314 58 441% 2020-12-31
Freestone Capital Holdings, LLC 297 297 No Change 2020-12-31
Edge Wealth Management LLC 274 29,063 99% 2020-12-31
MCMILLION CAPITAL MANAGEMENT INC 254 0 New Buy 2020-12-31
HARBOR INVESTMENT ADVISORY, LLC 249 355 30% 2020-12-31
Canton Hathaway, LLC 246 0 New Buy 2020-12-31
Pinnacle Wealth Planning Services, Inc. 212 0 New Buy 2020-12-31
Gradient Investments LLC 196 196 No Change 2020-12-31
Element Wealth, LLC 185 0 New Buy 2020-12-31
MTM Investment Management, LLC 183 0 New Buy 2020-12-31
Moisand Fitzgerald Tamayo, LLC 178 178 No Change 2020-12-31
Kinloch Capital, LLC 156 0 New Buy 2020-12-31
Your Advocates Ltd., LLP 150 0 New Buy 2020-12-31
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 147 147 No Change 2020-12-31
Kathmere Capital Management, LLC 133 0 New Buy 2020-12-31
Rockbridge Investment Management, LCC 122 63 94% 2020-12-31
Winslow, Evans & Crocker, Inc. 80 0 New Buy 2020-12-31
Retirement Group, LLC 76 0 New Buy 2020-12-31
Archer Investment Corp 45 44 2% 2020-12-31
Sandy Spring Bank 27 0 New Buy 2020-12-31
Riverview Trust Co 23 0 New Buy 2020-12-31
VALLEY NATIONAL ADVISERS INC 22 0 New Buy 2020-12-31
Global Wealth Management Investment Advisory, Inc. 21 21 No Change 2020-12-31
Massey, Quick & Co., LLC 5 0 New Buy 2020-12-31
Capital Advisory Group Advisory Services, LLC 3 3 No Change 2020-12-31
Safeguard Investment Advisory Group, LLC 2 0 New Buy 2020-12-31
Plante Moran Financial Advisors Ltd Partnership 0 93 Sold Out 2020-12-31
TEMASEK HOLDINGS (PRIVATE) LTD 0 1,996,150 Sold Out 2020-12-31
DOLIVER CAPITAL ADVISORS, INC. 0 24,241 Sold Out 2020-12-31
CLS INVESTMENT FIRM, LLC 0 9,069 Sold Out 2020-12-31
MOORE CAPITAL MANAGEMENT, LP (Louis Bacon) 0 250,600 Sold Out 2020-12-31
NorthCoast Asset Management LLC 0 7,189 Sold Out 2020-12-31
Jaffetilchin Investment Partners, LLC 0 7,291 Sold Out 2020-12-31
Neuberger Berman Group LLC 0 537,753 Sold Out 2020-12-31
TD Capital Management LLC 0 1,464 Sold Out 2020-12-31
ALLIANCEBERNSTEIN L.P. 0 12,448 Sold Out 2020-12-31
MATHER GROUP, INC. 0 45,375 Sold Out 2020-12-31
Summit Rock Advisors, LLC 0 497,312 Sold Out 2020-12-31
Prospera Financial Services 0 6,183 Sold Out 2020-12-31
USA Financial Portformulas Corp 0 182 Sold Out 2020-12-31
Glassman Wealth Services 0 206 Sold Out 2020-12-31
Sonora Investment Management, LLC 0 734 Sold Out 2020-12-31
Asset Dedication, LLC 0 42 Sold Out 2020-12-31
WOLVERINE TRADING, LLC 0 32,639 Sold Out 2020-12-31
QUATTRO FINANCIAL ADVISORS LLC 0 1,898,095 Sold Out 2020-12-31
FLAGSHIP HARBOR ADVISORS, LLC 0 2,017 Sold Out 2020-12-31
SimpliFi, Inc. 0 411,142 Sold Out 2020-12-31
Smart Money Group LLC 0 190,839 Sold Out 2020-12-31
McIlrath & Eck, LLC 0 590 Sold Out 2020-12-31
Braun-Bostich & Associates Inc. 0 1,671 Sold Out 2020-12-31
Lindbrook Capital, LLC 0 83 Sold Out 2020-12-31
Fairhaven Wealth Management, LLC 0 8,420 Sold Out 2020-12-31
HHM Wealth Advisors, LLC 0 661 Sold Out 2020-12-31
Hoover Financial Advisors, Inc. 0 1,806 Sold Out 2020-12-31
Prestige Wealth Management Group LLC 0 16,719 Sold Out 2020-12-31
Weaver Consulting Group 0 8,844 Sold Out 2020-12-31
Ambassador Advisors, LLC 0 59 Sold Out 2020-12-31
UMA Financial Services, Inc. 0 176,521 Sold Out 2020-12-31
MOULTON WEALTH MANAGEMENT, INC 0 202,542 Sold Out 2020-12-31
Mattern Wealth Management LLC 0 8,678 Sold Out 2020-12-31
Seascape Capital Management 0 8,411 Sold Out 2020-12-31
Bank Julius Baer & Co. Ltd, Zurich 0 215,709 Sold Out 2020-12-31
CHIRON CAPITAL MANAGEMENT, LLC 0 59 Sold Out 2020-12-31
JEPPSON WEALTH MANAGEMENT, LLC 0 20 Sold Out 2020-12-31
Jordan Park Group LLC 12,719,291 2,815,307 352% 2020-09-30
ETRADE Capital Management LLC 0 3,705,956 Sold Out 2020-09-30
BRONFMAN E.L. ROTHSCHILD, L.P. 4,543,194 42,907 10,488% 2020-09-30
ROYAL BANK OF CANADA 2,755,409 2,671,244 3% 2020-09-30
THRIVENT FINANCIAL FOR LUTHERANS 0 1,422,961 Sold Out 2020-09-30
First Allied Advisory Services, Inc. 404,759 360,051 12% 2020-09-30
Private Advisor Group, LLC 375,994 350,529 7% 2020-09-30
Mountain Capital Investment Advisors, Inc 315,186 2,129,252 85% 2020-09-30
Blueprint Investment Partners LLC 293,247 417,192 30% 2020-09-30
LifePlan Financial Group, Inc 195,736 191,905 2% 2020-09-30
Private Portfolio Partners LLC 101,945 92,540 10% 2020-09-30
Financial Strategies Group, Inc. 70,366 0 New Buy 2020-09-30
Wealth Alliance 6,657 43,106 85% 2020-09-30
FinTrust Capital Advisors, LLC 42,369 0 New Buy 2020-09-30
Cascadia Advisory Services, LLC 34,011 57,331 41% 2020-09-30
Pensionmark Financial Group, LLC 28,416 27,320 4% 2020-09-30
NORTHSTAR WEALTH PARTNERS LLC 10,716 0 New Buy 2020-09-30
Gladstone Institutional Advisory LLC 10,504 12,032 13% 2020-09-30
FIRST MANHATTAN CO 853 1,242 31% 2020-09-30
FIRST HORIZON NATIONAL CORP 1 0 New Buy 2020-09-30
tru Independence LLC 0 11,501 Sold Out 2020-09-30
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