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STOCK TICKER:
ISHARE SPMC400BARGRO   (ticker: IJK)
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
GOLDMAN SACHS GROUP INC 67,508 0 New Buy 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 575,124 590,483 3% 2020-06-30
UBS Group AG 524,927 542,329 3% 2020-06-30
DAVIDSON D A & CO 275,178 272,771 1% 2020-06-30
RAYMOND JAMES & ASSOCIATES 232,314 271,044 14% 2020-06-30
KEYBANK NATIONAL ASSOCIATION/OH 188,890 191,167 1% 2020-06-30
Raymond James Financial Services Advisors, Inc. 178,793 220,200 19% 2020-06-30
HighTower Advisors, LLC 161,638 155,797 4% 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 158,731 177,983 11% 2020-06-30
MAI Wealth Advisors 129,890 127,481 2% 2020-06-30
J P MORGAN CHASE & CO 119,138 125,380 5% 2020-06-30
REGIONS FINANCIAL CORP 103,178 100,407 3% 2020-06-30
Joel Isaacson & Co., LLC 90,022 90,402 0% 2020-06-30
Salomon & Ludwin, LLC 89,204 112,500 21% 2020-06-30
COURIER CAPITAL CORP 64,957 65,623 1% 2020-06-30
SPC Financial, Inc. 62,582 62,289 0% 2020-06-30
FIRST MERCHANTS CORP 59,839 63,759 6% 2020-06-30
Capital Advisors, Ltd. LLC 59,329 59,408 0% 2020-06-30
Ifrah Financial Services, Inc. 58,498 57,842 1% 2020-06-30
Csenge Advisory Group 57,050 47,090 21% 2020-06-30
Centerpoint Advisors, LLC 53,916 53,663 0% 2020-06-30
Yale Capital CORP 48,631 50,669 4% 2020-06-30
FIFTH THIRD BANCORP 48,305 51,488 6% 2020-06-30
JONES FINANCIAL COMPANIES LLLP 8,809 61,845 86% 2020-06-30
DUFF & PHELPS INVESTMENT MANAGEMENT CO 43,120 0 New Buy 2020-06-30
M&T BANK CORP 41,370 48,123 14% 2020-06-30
SJA Financial Advisory, LLC 38,133 44,575 14% 2020-06-30
Hudson Capital Management LLC 37,701 43,097 13% 2020-06-30
GHP Investment Advisors, Inc. 35,789 35,224 2% 2020-06-30
FIRST HAWAIIAN BANK 34,833 38,611 10% 2020-06-30
Janney Montgomery Scott LLC 34,376 36,825 7% 2020-06-30
TIEDEMANN WEALTH MANAGEMENT, LLC 33,466 22,658 48% 2020-06-30
BANK OF STOCKTON 33,192 35,499 6% 2020-06-30
PIERSHALE FINANCIAL GROUP, INC. 32,244 0 New Buy 2020-06-30
Rockefeller Capital Management L.P. 30,441 23,428 30% 2020-06-30
Starfire Investment Advisers, Inc. 30,063 28,798 4% 2020-06-30
Goelzer Investment Management, Inc. 29,572 39,817 26% 2020-06-30
US BANCORP DE 29,271 34,783 16% 2020-06-30
Mechanics Bank Trust Department 2,146 32,199 93% 2020-06-30
First Personal Financial Services 27,565 28,419 3% 2020-06-30
Parcion Private Wealth LLC 27,362 75,380 64% 2020-06-30
CULLEN FROST BANKERS INC 26,309 31,304 16% 2020-06-30
WAYNE HUMMER ASSET MANAGEMENT CO 25,926 25,985 0% 2020-06-30
Paracle Advisors, LLC 25,916 25,762 1% 2020-06-30
Perkins Coie Trust Co 24,802 32,904 25% 2020-06-30
JNBA Financial Advisors 23,268 23,683 2% 2020-06-30
TCF National Bank 21,983 23,728 7% 2020-06-30
Fulcrum Capital LLC 21,484 12,994 65% 2020-06-30
UNIONBANCAL CORP 21,135 22,379 6% 2020-06-30
GREENLEAF TRUST 20,982 30,896 32% 2020-06-30
Cranbrook Wealth Management, LLC 20,706 0 New Buy 2020-06-30
Lido Advisors, LLC 19,980 19,462 3% 2020-06-30
FIRST CITIZENS BANK & TRUST CO 19,574 22,765 14% 2020-06-30
Sigma Planning Corp 18,294 11,762 56% 2020-06-30
First Citizens Financial Corp 17,855 17,987 1% 2020-06-30
Creative Planning 17,745 20,135 12% 2020-06-30
HANCOCK HOLDING CO 17,654 13,420 32% 2020-06-30
Integrys Wealth Advisors LLC 17,020 16,784 1% 2020-06-30
People's United Financial, Inc. 16,388 21,469 24% 2020-06-30
Fulton Breakefield Broenniman LLC 16,336 16,621 2% 2020-06-30
Guidance Point Advisors, LLC 15,044 16,021 6% 2020-06-30
HUNTINGTON NATIONAL BANK 14,744 16,582 11% 2020-06-30
CREDIT SUISSE/ 13,400 16,650 20% 2020-06-30
CITIGROUP INC 13,002 15,287 15% 2020-06-30
FIRST TRUST ADVISORS LP 12,850 11,923 8% 2020-06-30
Neumann Capital Management, LLC 11,635 11,535 1% 2020-06-30
Cresset Asset Management, LLC 11,550 0 New Buy 2020-06-30
NewFocus Financial Group, LLC 10,830 11,433 5% 2020-06-30
THRIVENT FINANCIAL FOR LUTHERANS 9,995 9,995 No Change 2020-06-30
Stone House Investment Management, LLC 9,625 0 New Buy 2020-06-30
Nachman Norwood & Parrott, Inc 90 10,489 99% 2020-06-30
COMMERCE BANK N A/MO 9,324 8,449 10% 2020-06-30
Sandy Spring Bank 9,315 11,937 22% 2020-06-30
First Heartland Consultants, Inc. 9,029 3,048 196% 2020-06-30
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 0 5,640 Sold Out 2020-06-30
UMB BANK N A/MO 8,022 9,390 15% 2020-06-30
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,963 0 New Buy 2020-06-30
Segment Wealth Management, LLC 7,925 7,925 No Change 2020-06-30
Stordahl Capital Management, Inc. 7,504 7,678 2% 2020-06-30
PINNACLE FINANCIAL PARTNERS INC 7,491 8,598 13% 2020-06-30
Slow Capital, Inc. 7,439 7,393 1% 2020-06-30
HMS Capital Management, LLC 7,431 6,923 7% 2020-06-30
Outlook Wealth Advisors, LLC 7,424 7,676 3% 2020-06-30
Atlas Brown,Inc. 7,310 7,341 0% 2020-06-30
Ullmann Financial Group, Inc. 7,276 8,977 19% 2020-06-30
QUEST CAPITAL MANAGEMENT INC /ADV 7,222 8,574 16% 2020-06-30
Stratos Wealth Partners, LTD. 7,210 7,257 1% 2020-06-30
DUMONT & BLAKE INVESTMENT ADVISORS LLC 7,100 6,820 4% 2020-06-30
VIRIDIAN RIA, LLC 6,845 6,845 No Change 2020-06-30
EWG Elevate Inc. 6,845 0 New Buy 2020-06-30
OPPENHEIMER & CO INC 6,828 6,539 4% 2020-06-30
IFG Advisory, LLC 6,536 6,579 1% 2020-06-30
H D Vest Advisory Services 6,317 8,635 27% 2020-06-30
CWH Capital Management, Inc. 6,113 7,297 16% 2020-06-30
NTV ASSET MANAGEMENT LLC 5,978 8,546 30% 2020-06-30
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 5,903 6,574 10% 2020-06-30
Aft, Forsyth & Company, Inc. 5,897 0 New Buy 2020-06-30
CAHABA WEALTH MANAGEMENT, INC. 5,684 6,058 6% 2020-06-30
Strategic Financial Group, LLC 5,649 3,632 56% 2020-06-30
PACIFIC FINANCIAL GROUP INC 5,592 5,592 No Change 2020-06-30
FINANCIAL COUNSELORS INC 5,472 5,619 3% 2020-06-30
WSFS CAPITAL MANAGEMENT, LLC 5,398 5,819 7% 2020-06-30
Family Firm, Inc. 5,234 5,218 0% 2020-06-30
MONECO Advisors, LLC 4,963 4,883 2% 2020-06-30
Dana Investment Advisors, Inc. 4,894 0 New Buy 2020-06-30
Connecticut Wealth Management, LLC 4,673 3,013 55% 2020-06-30
River Wealth Advisors LLC 4,615 1,482 211% 2020-06-30
TRUST CO OF VERMONT 4,530 3,962 14% 2020-06-30
Hartland & Co., LLC 4,414 4,530 3% 2020-06-30
Advisory Services Network, LLC 4,358 0 New Buy 2020-06-30
LWS Wealth Advisors, Inc. 4,284 5,747 25% 2020-06-30
MAKENA CAPITAL MANAGEMENT LLC 4,276 4,423 3% 2020-06-30
Ellis Investment Partners, LLC 4,192 4,188 0% 2020-06-30
RAYMOND JAMES TRUST CO 4,136 3,999 3% 2020-06-30
Goss Wealth Management LLC 3,993 4,466 11% 2020-06-30
Hochman Cole Investment Advisors, Inc. 3,957 3,957 No Change 2020-06-30
Carmichael Hill & Associates, Inc. 3,933 3,933 No Change 2020-06-30
Summit Investment Advisors, Inc. 3,918 3,918 No Change 2020-06-30
QUANTUM CAPITAL MANAGEMENT 3,869 4,164 7% 2020-06-30
Harborview Advisors, LLC 3,798 3,662 4% 2020-06-30
Edmonds Duncan Registered Investment Advisors, LLC 3,786 3,790 0% 2020-06-30
Windsor Group LTD 3,746 3,731 0% 2020-06-30
Maltin Wealth Management, Inc. 3,674 3,629 1% 2020-06-30
LBMC INVESTMENT ADVISORS, LLC 3,609 3,222 12% 2020-06-30
Bangor Savings Bank 3,564 3,564 No Change 2020-06-30
PFG Advisors 3,447 3,460 0% 2020-06-30
ENCORE BANK NA 3,436 3,466 1% 2020-06-30
DEARBORN PARTNERS LLC 3,388 3,313 2% 2020-06-30
IFP Advisors, Inc 3,382 3,562 5% 2020-06-30
Carroll Financial Associates, Inc. 3,326 3,392 2% 2020-06-30
Capital Analysts, Inc. 3,325 4,237 22% 2020-06-30
Somerset Group LLC 3,316 3,619 8% 2020-06-30
Patten Group, Inc. 3,260 3,360 3% 2020-06-30
Montecito Bank & Trust 3,251 3,251 No Change 2020-06-30
BRANDYWINE OAK PRIVATE WEALTH LLC 3,250 3,250 No Change 2020-06-30
MONETA GROUP INVESTMENT ADVISORS INC 3,178 19,472 84% 2020-06-30
WHITTIER TRUST CO OF NEVADA INC 2,965 3,075 4% 2020-06-30
GABLES CAPITAL MANAGEMENT INC. 2,928 2,928 No Change 2020-06-30
SCBT FINANCIAL CORP 2,918 3,392 14% 2020-06-30
Atlas Private Wealth Management 2,832 0 New Buy 2020-06-30
Mattern Wealth Management LLC 2,829 6,432 56% 2020-06-30
Marietta Wealth Management, LLC 2,805 2,805 No Change 2020-06-30
INTRUST BANK NA 2,804 3,010 7% 2020-06-30
Laurel Wealth Advisors LLC 2,745 958 187% 2020-06-30
Carl P. Sherr & Co., LLC 1,269 0 New Buy 2020-06-30
PACIFIC SUN FINANCIAL CORP 2,716 2,990 9% 2020-06-30
MERIDIAN INVESTMENT COUNSEL INC. 2,661 2,661 No Change 2020-06-30
Hubbell Strickland Wealth Management, LLC 2,636 2,635 0% 2020-06-30
Comprehensive Portfolio Management, LLC 2,588 0 New Buy 2020-06-30
Harbour Capital Advisors, LLC 2,545 2,545 No Change 2020-06-30
Compton Wealth Advisory Group, LLC 2,523 2,762 9% 2020-06-30
Ballentine, Finn & Company, Inc. 2,494 2,520 1% 2020-06-30
Crescent Grove Advisors, LLC 2,486 2,502 1% 2020-06-30
NWAM LLC 2,470 2,862 14% 2020-06-30
Oakworth Capital, Inc. 2,459 2,459 No Change 2020-06-30
Meristem, LLP 2,443 2,443 No Change 2020-06-30
LeJeune Puetz Investment Counsel LLC 2,435 2,435 No Change 2020-06-30
Kuntz Lesher Capital LLC 2,337 0 New Buy 2020-06-30
Spectrum Asset Management, Inc. (NB/CA) 2,265 2,285 1% 2020-06-30
C-J Advisory, Inc 2,261 2,257 0% 2020-06-30
OLD NATIONAL BANCORP /IN/ 2,258 2,345 4% 2020-06-30
CHARTER TRUST CO 2,257 3,160 29% 2020-06-30
Wolff Financial Management LLC 2,251 2,245 0% 2020-06-30
ProVise Management Group, LLC 2,248 2,248 No Change 2020-06-30
PROFESSIONAL PLANNING 2,166 0 New Buy 2020-06-30
Carnick & Kubik Group, LLC 2,148 5,200 59% 2020-06-30
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,090 2,140 2% 2020-06-30
Veracity Capital LLC 2,048 4,705 56% 2020-06-30
SVA Plumb Wealth Management, LLC 2,022 2,522 20% 2020-06-30
Legacy Private Trust Co. 1,949 1,949 No Change 2020-06-30
WELCH & FORBES LLC 1,935 1,935 No Change 2020-06-30
CRA Financial Services, LLC 1,935 1,935 No Change 2020-06-30
Savant Capital Management Inc 1,905 1,871 2% 2020-06-30
CITY HOLDING CO 1,897 1,697 12% 2020-06-30
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 1,897 1,900 0% 2020-06-30
Allen Investment Management LLC 1,889 1,889 No Change 2020-06-30
BRINKER CAPITAL INC 1,873 2,525 26% 2020-06-30
Chicago Partners Investment Group LLC 1,855 1,854 0% 2020-06-30
Community Bank, N.A. 1,845 1,870 1% 2020-06-30
Peterson Wealth Advisors, LLC 1,834 1,454 26% 2020-06-30
Arkadios Wealth Advisors 1,810 1,811 0% 2020-06-30
KANAWHA CAPITAL MANAGEMENT LLC 1,795 2,020 11% 2020-06-30
WASHINGTON TRUST BANK 1,768 1,768 No Change 2020-06-30
SOL Capital Management CO 1,767 2,277 22% 2020-06-30
WMS Partners, LLC 1,765 1,765 No Change 2020-06-30
SIGMA INVESTMENT COUNSELORS INC 1,757 1,757 No Change 2020-06-30
GOFEN & GLOSSBERG LLC /IL/ 1,707 1,707 No Change 2020-06-30
TOCQUEVILLE ASSET MANAGEMENT LP 1,700 1,700 No Change 2020-06-30
DUBUQUE BANK & TRUST CO 1,692 1,692 No Change 2020-06-30
Global Retirement Partners, LLC 1,653 2,985 45% 2020-06-30
DOWLING & YAHNKE INC 1,650 1,801 8% 2020-06-30
BRIDGES INVESTMENT MANAGEMENT INC 1,636 1,863 12% 2020-06-30
Palisade Asset Management, LLC 1,634 1,634 No Change 2020-06-30
RFG Advisory Group, LLC 1,626 2,801 42% 2020-06-30
NorthCoast Asset Management LLC 1,602 0 New Buy 2020-06-30
Harel Insurance Investments & Financial Services Ltd. 1,600 1,600 No Change 2020-06-30
CITIZENS FINANCIAL GROUP INC/RI 1,589 2,060 23% 2020-06-30
LexAurum Advisors, LLC 1,582 1,578 0% 2020-06-30
SUMMIT FINANCIAL GROUP INC 1,577 1,632 3% 2020-06-30
Kistler-Tiffany Companies, LLC 1,572 1,518 4% 2020-06-30
Perigon Wealth Management, LLC 1,551 1,601 3% 2020-06-30
Key FInancial Inc 1,549 2,499 38% 2020-06-30
Capital Investment Advisors, LLC 1,547 1,655 7% 2020-06-30
Mosaic Family Wealth, LLC 1,544 1,544 No Change 2020-06-30
Cornerstone Wealth Management, LLC 1,521 0 New Buy 2020-06-30
COLDSTREAM CAPITAL MANAGEMENT INC 1,512 1,512 No Change 2020-06-30
Venture Visionary Partners LLC 1,501 1,501 No Change 2020-06-30
Barrett Asset Management, LLC 1,492 1,492 No Change 2020-06-30
Parallel Advisors, LLC 1,475 1,485 1% 2020-06-30
PSI Advisors, LLC 1,472 0 New Buy 2020-06-30
Buckingham Asset Management, LLC 1,469 1,946 25% 2020-06-30
SeaCrest Wealth Management, LLC 1,457 1,453 0% 2020-06-30
MERCER GLOBAL ADVISORS INC /ADV 1,449 1,891 23% 2020-06-30
BKD Wealth Advisors, LLC 1,445 1,500 4% 2020-06-30
NBT BANK N A /NY 1,435 1,435 No Change 2020-06-30
Bremer Bank National Association 1,430 1,469 3% 2020-06-30
Lakeview Capital Partners, LLC 1,424 665 114% 2020-06-30
Sheaff Brock Investment Advisors, LLC 1,421 1,421 No Change 2020-06-30
Modus Advisors, LLC 1,414 2,057 31% 2020-06-30
Argent Trust Co 1,409 1,420 1% 2020-06-30
Mutual Advisors, LLC 1,402 0 New Buy 2020-06-30
Soltis Investment Advisors LLC 1,401 1,707 18% 2020-06-30
MEITAV DASH INVESTMENTS LTD 1,400 1,400 No Change 2020-06-30
Wambolt & Associates, LLC 1,394 1,394 No Change 2020-06-30
Filbrandt Wealth Management, LLC 1,386 1,256 10% 2020-06-30
BBVA USA BANCSHARES INC 1,374 1,381 1% 2020-06-30
NORRIS PERNE & FRENCH LLP/MI 1,369 1,946 30% 2020-06-30
Schneider Downs Wealth Management Advisors, LP 1,358 1,376 1% 2020-06-30
FORT PITT CAPITAL GROUP, LLC 1,344 0 New Buy 2020-06-30
We Are One Seven, LLC 1,343 0 New Buy 2020-06-30
INVERNESS COUNSEL INC /NY/ 1,336 1,336 No Change 2020-06-30
Spectrum Management Group, Inc. 1,330 1,330 No Change 2020-06-30
Ballew Advisors, Inc 992 0 New Buy 2020-06-30
SYNOVUS FINANCIAL CORP 1,313 3,739 65% 2020-06-30
PEOPLES BANK NATIONAL ASSOCIATION 1,300 1,300 No Change 2020-06-30
DAVIDSON TRUST CO 1,297 1,324 2% 2020-06-30
Busey Trust CO 1,289 1,289 No Change 2020-06-30
Carnegie Capital Asset Management, LLC 1,270 1,193 6% 2020-06-30
All Terrain Financial Advisors, LLC 1,267 1,367 7% 2020-06-30
Johnson Financial Group, Inc. 1,261 1,463 14% 2020-06-30
Rikoon Group, LLC 1,253 1,247 0% 2020-06-30
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,230 1,230 No Change 2020-06-30
West Branch Capital LLC 1,224 1,222 0% 2020-06-30
BSC PRIVATE WEALTH MANAGEMENT, LLC 1,216 1,383 12% 2020-06-30
Krueger & Catalano Capital Partners, LLC 1,205 1,195 1% 2020-06-30
Meridian Wealth Management, LLC 1,150 0 New Buy 2020-06-30
GREAT VALLEY ADVISOR GROUP, INC. 1,134 0 New Buy 2020-06-30
Hanlon Investment Management, Inc. 1,126 0 New Buy 2020-06-30
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,115 0 New Buy 2020-06-30
AdvicePeriod, LLC 1,104 0 New Buy 2020-06-30
Relaxing Retirement Coach 1,100 1,229 10% 2020-06-30
ARQ WEALTH ADVISORS, LLC 1,075 0 New Buy 2020-06-30
Financeware, Inc. 1,064 1,175 9% 2020-06-30
National Asset Management, Inc. 1,054 0 New Buy 2020-06-30
Monument Capital Management 1,049 0 New Buy 2020-06-30
AE Wealth Management LLC 1,033 1,511 32% 2020-06-30
Premier Asset Managment LLC 1,022 0 New Buy 2020-06-30
Institute for Wealth Management, LLC. 1,018 0 New Buy 2020-06-30
Northeast Financial Consultants Inc 1,016 0 New Buy 2020-06-30
Vista Private Wealth Partners. LLC 997 0 New Buy 2020-06-30
Glassman Wealth Services 984 984 No Change 2020-06-30
WEST BANCORPORATION INC 984 590 67% 2020-06-30
ADVISORS MANAGEMENT GROUP INC /ADV 975 0 New Buy 2020-06-30
Financial Advisory Service, Inc. 971 930 4% 2020-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 970 0 New Buy 2020-06-30
Murphy, Middleton, Hinkle & Parker, Inc. 968 0 New Buy 2020-06-30
CWM, LLC 964 1,093 12% 2020-06-30
HIGHLAND CAPITAL MANAGEMENT CORP 963 0 New Buy 2020-06-30
Modera Wealth Management, LLC 953 0 New Buy 2020-06-30
HARBOR INVESTMENT ADVISORY, LLC 940 875 7% 2020-06-30
IEQ CAPITAL, LLC 938 1,132 17% 2020-06-30
BOSTON FINANCIAL MANGEMENT INC /MA 935 935 No Change 2020-06-30
Altus Wealth Management, LLC 931 0 New Buy 2020-06-30
Union Bankshares Corp 930 0 New Buy 2020-06-30
GARRISON POINT ADVISORS, LLC 925 0 New Buy 2020-06-30
DAVIS R M INC 916 0 New Buy 2020-06-30
Integrated Investment Consultants, LLC 908 0 New Buy 2020-06-30
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 908 0 New Buy 2020-06-30
TNB Financial 902 905 0% 2020-06-30
NorthRock Partners, LLC 893 0 New Buy 2020-06-30
Colorado Capital Management, Inc. 856 856 No Change 2020-06-30
WHITTIER TRUST CO 740 740 No Change 2020-06-30
Evensky & Katz, Inc. 661 659 0% 2020-06-30
SVB Wealth Advisory, Inc. 657 657 No Change 2020-06-30
Pinnacle Bank 652 652 No Change 2020-06-30
Patriot Investment Management Inc. 644 0 New Buy 2020-06-30
LIBERTY WEALTH MANAGEMENT LLC 632 603 5% 2020-06-30
CNB Bank 615 0 New Buy 2020-06-30
Ellevest, Inc. 604 601 0% 2020-06-30
Norway Savings Bank 597 572 4% 2020-06-30
Gemmer Asset Management LLC 588 0 New Buy 2020-06-30
MV Capital Management, Inc. 572 15,965 96% 2020-06-30
Parkside Financial Bank & Trust 516 558 8% 2020-06-30
Prime Capital Investment Advisors, LLC 500 500 No Change 2020-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 477 495 4% 2020-06-30
DUNCKER STREETT & CO INC 475 475 No Change 2020-06-30
SIGNATUREFD, LLC 468 618 24% 2020-06-30
VALLEY NATIONAL ADVISERS INC 467 467 No Change 2020-06-30
ENTERPRISE FINANCIAL SERVICES CORP 456 0 New Buy 2020-06-30
First Command Bank 450 418 8% 2020-06-30
First Command Financial Services, Inc. 450 418 8% 2020-06-30
TOMPKINS FINANCIAL CORP 441 441 No Change 2020-06-30
TCI Wealth Advisors, Inc. 436 433 1% 2020-06-30
Capital Investment Advisory Services, LLC 433 433 No Change 2020-06-30
Tarbox Group, Inc. 390 322 21% 2020-06-30
Legacy Bridge, LLC 365 860 58% 2020-06-30
BEESE FULMER INVESTMENT MANAGEMENT, INC. 330 0 New Buy 2020-06-30
Valeo Financial Advisors, LLC 326 326 No Change 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 322 275 17% 2020-06-30
Endurance Wealth Management, Inc. 316 0 New Buy 2020-06-30
Horrell Capital Management, Inc. 305 305 No Change 2020-06-30
Affiance Financial, LLC 287 287 No Change 2020-06-30
Berman Capital Advisors, LLC 269 269 No Change 2020-06-30
STEPHENSON NATIONAL BANK & TRUST 265 355 25% 2020-06-30
Hoover Financial Advisors, Inc. 263 0 New Buy 2020-06-30
SRS Capital Advisors, Inc. 251 0 New Buy 2020-06-30
CVA Family Office, LLC 251 251 No Change 2020-06-30
AMERICAN NATIONAL BANK 244 244 No Change 2020-06-30
BALLAST ADVISORS LLC 244 244 No Change 2020-06-30
Sugarloaf Wealth Management, LLC 229 231 1% 2020-06-30
Retirement Network 105 279 62% 2020-06-30
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 220 220 No Change 2020-06-30
Armor Investment Advisors, LLC 218 218 No Change 2020-06-30
Sound Income Strategies, LLC 217 217 No Change 2020-06-30
TRUE Private Wealth Advisors 211 211 No Change 2020-06-30
Moser Wealth Advisors, LLC 210 210 No Change 2020-06-30
Financial Architects, Inc 200 200 No Change 2020-06-30
Private Ocean, LLC 200 200 No Change 2020-06-30
Cascade Investment Advisors, Inc. 200 295 32% 2020-06-30
Cordasco Financial Network 195 195 No Change 2020-06-30
DIVIDEND GROWTH ADVISORS, LLC 192 265 28% 2020-06-30
ABSOLUTE INVESTMENT MANAGEMENT LLC 184 193 5% 2020-06-30
Tortoise Investment Management, LLC 169 169 No Change 2020-06-30
BESSEMER GROUP INC 155 2,054 92% 2020-06-30
Baystate Wealth Management LLC 152 152 No Change 2020-06-30
Element Wealth, LLC 137 461 70% 2020-06-30
Bedel Financial Consulting, Inc. 136 136 No Change 2020-06-30
Independence Bank of Kentucky 131 131 No Change 2020-06-30
WASHINGTON TRUST CO 120 120 No Change 2020-06-30
Cedar Mountain Advisors, LLC 113 113 No Change 2020-06-30
Sterling Investment Advisors, Ltd. 110 110 No Change 2020-06-30
Campbell Wealth Management 105 0 New Buy 2020-06-30
Cutler Group LP 100 100 No Change 2020-06-30
Meridian Wealth Partners, LLC 100 0 New Buy 2020-06-30
Hanson Investment Management 99 0 New Buy 2020-06-30
Capital Investment Counsel, Inc 98 0 New Buy 2020-06-30
COUNTRY TRUST BANK 96 96 No Change 2020-06-30
MANCHESTER FINANCIAL INC 95 95 No Change 2020-06-30
TRUEWEALTH LLC 88 88 No Change 2020-06-30
Firestone Capital Management 79 79 No Change 2020-06-30
John W. Brooker & Co., CPAs 70 87 20% 2020-06-30
Litman Gregory Asset Management LLC 64 64 No Change 2020-06-30
Rosenberg Matthew Hamilton 64 0 New Buy 2020-06-30
TSFG, LLC 62 62 No Change 2020-06-30
Plante Moran Financial Advisors Ltd Partnership 47 47 No Change 2020-06-30
ATTICUS WEALTH MANAGEMENT, LLC 47 47 No Change 2020-06-30
Trust Co 44 44 No Change 2020-06-30
Hanson McClain, Inc. 43 10 330% 2020-06-30
Ironwood Wealth Management, llc 40 40 No Change 2020-06-30
HC FINANCIAL ADVISORS INC 40 40 No Change 2020-06-30
HighMark Wealth Management LLC 40 40 No Change 2020-06-30
Versant Capital Management, Inc 38 38 No Change 2020-06-30
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 38 38 No Change 2020-06-30
1776 Wealth LLC 36 36 No Change 2020-06-30
Column Capital Advisors, LLC 35 35 No Change 2020-06-30
Joseph P. Lucia & Associates, LLC 34 34 No Change 2020-06-30
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 31 0 New Buy 2020-06-30
Red Door Wealth Management, LLC 31 31 No Change 2020-06-30
MEEDER ASSET MANAGEMENT INC 25 0 New Buy 2020-06-30
Lenox Wealth Advisors, Inc. 25 0 New Buy 2020-06-30
Global Trust Asset Management, LLC 24 24 No Change 2020-06-30
ROWLAND CARMICHAEL ADVISORS INC /ADV 23 23 No Change 2020-06-30
Weaver Consulting Group 22 22 No Change 2020-06-30
RPG Investment Advisory, LLC 20 20 No Change 2020-06-30
Efficient Wealth Management LLC 20 20 No Change 2020-06-30
Lowe fs, LLC 19 19 No Change 2020-06-30
Engrave Wealth Partners LLC 18 18 No Change 2020-06-30
Gradient Investments LLC 17 17 No Change 2020-06-30
Lehman & Derafelo Financial Resources LLC 14 34 59% 2020-06-30
Tradewinds Capital Management, LLC 13 13 No Change 2020-06-30
Pacific Center for Financial Services 12 0 New Buy 2020-06-30
Aptus Capital Advisors, LLC 12 12 No Change 2020-06-30
Independence Advisors, LLC 9 9 No Change 2020-06-30
Certified Advisory Corp 9 9 No Change 2020-06-30
CX Institutional 6 23 74% 2020-06-30
PRIVATE CAPITAL MANAGEMENT LLC 2 2,980 100% 2020-06-30
Cribstone Capital Management, LLC 1 0 New Buy 2020-06-30
REILLY FINANCIAL ADVISORS, LLC 0 35 Sold Out 2020-06-30
Country Club Trust Company, n.a. 0 7,393 Sold Out 2020-06-30
RMB Capital Management, LLC 0 1,345 Sold Out 2020-06-30
CONGRESS ASSET MANAGEMENT CO /MA 0 5,111 Sold Out 2020-06-30
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 0 1,969 Sold Out 2020-06-30
MCMILLION CAPITAL MANAGEMENT INC 0 7 Sold Out 2020-06-30
Hudock Moyer Wealth Resources, LLC 0 15 Sold Out 2020-06-30
Blume Capital Management, Inc. 0 69 Sold Out 2020-06-30
NEXT Financial Group, Inc 0 768 Sold Out 2020-06-30
Capital Planning Advisors, LLC 0 1,510 Sold Out 2020-06-30
SEI INVESTMENTS CO 0 1,425 Sold Out 2020-06-30
Trexquant Investment LP 0 8,870 Sold Out 2020-06-30
First PREMIER Bank 0 15 Sold Out 2020-06-30
Taylor, Cottrill, Erickson & Associates, Inc. 0 4,591 Sold Out 2020-06-30
Wealthcare Advisory Partners LLC 0 188 Sold Out 2020-06-30
Massey, Quick & Co., LLC 0 58 Sold Out 2020-06-30
LEVEL FOUR ADVISORY SERVICES, LLC 0 2,454 Sold Out 2020-06-30
Jordan Park Group LLC 0 1,215 Sold Out 2020-06-30
Forefront Analytics, LLC 0 27 Sold Out 2020-06-30
Brand Asset Management Group, Inc. 0 17 Sold Out 2020-06-30
Personal Wealth Partners 0 1,300 Sold Out 2020-06-30
MA Private Wealth 0 1,366 Sold Out 2020-06-30
WELLS FARGO & CO/MN 4,155,325 5,189,170 20% 2020-03-31
Financial Engines Advisors L.L.C. 879,533 560,316 57% 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 175,643 159,310 10% 2020-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 329,021 461,687 29% 2020-03-31
LPL Financial CORP 271,962 256,808 6% 2020-03-31
Bank of New York Mellon CORP 150,455 119,250 26% 2020-03-31
Capital Directions Investment Advisors, LLC 112,883 116,676 3% 2020-03-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 104,144 107,769 3% 2020-03-31
NORTHERN OAK CAPITAL MANAGEMENT INC 86,726 0 New Buy 2020-03-31
Susquehanna International Group, LLP 81,909 4,287 1,811% 2020-03-31
Steward Partners Investment Advisory, LLC 80,782 96,452 16% 2020-03-31
BENJAMIN F. EDWARDS & COMPANY, INC. 72,828 74,740 3% 2020-03-31
Pensionmark Financial Group, LLC 72,308 64,407 12% 2020-03-31
Financial Network 50,011 61,741 19% 2020-03-31
Private Advisor Group, LLC 32,992 36,157 9% 2020-03-31
Baird Financial Group, Inc. 5,498 0 New Buy 2020-03-31
BLAIR WILLIAM & CO/IL 26,194 25,956 1% 2020-03-31
Mariner Wealth Advisors, LLC 24,886 26,361 6% 2020-03-31
MML INVESTORS SERVICES, LLC 21,495 25,296 15% 2020-03-31
Winfield Associates, Inc. 18,002 23,317 23% 2020-03-31
First Allied Advisory Services, Inc. 17,398 16,327 7% 2020-03-31
Asset Management Group, Inc. 16,077 16,176 1% 2020-03-31
ASSOCIATED BANC-CORP 3,020 15,441 80% 2020-03-31
Integer Wealth Advisors Group LLC 15,792 16,411 4% 2020-03-31
SECURITY NATIONAL TRUST CO 15,134 14,685 3% 2020-03-31
BANK OF MONTREAL /CAN/ 13,765 11,362 21% 2020-03-31
Argent Wealth Management LLC 13,566 12,235 11% 2020-03-31
SMITH SHELLNUT WILSON LLC /ADV 12,562 12,506 0% 2020-03-31
AdvisorNet Financial, Inc 11,515 12,465 8% 2020-03-31
GUGGENHEIM CAPITAL LLC 11,100 7,100 56% 2020-03-31
JANE STREET GROUP, LLC 10,348 0 New Buy 2020-03-31
Wellspring Financial Advisors, LLC 10,026 0 New Buy 2020-03-31
ALLIANCEBERNSTEIN L.P. 9,092 7,991 14% 2020-03-31
PRIVATE TRUST CO NA 8,683 8,584 1% 2020-03-31
Homrich & Berg 8,611 6,690 29% 2020-03-31
WOLVERINE TRADING, LLC 8,184 0 New Buy 2020-03-31
EP Wealth Advisors, Inc. 7,850 11,241 30% 2020-03-31
Veritable, L.P. 7,763 7,763 No Change 2020-03-31
Resources Investment Advisors, Inc. 7,717 2,021 282% 2020-03-31
ALESCO ADVISORS LLC 6,905 6,905 No Change 2020-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 6,622 7,053 6% 2020-03-31
COLONY GROUP LLC 5,870 6,939 15% 2020-03-31
FineMark National Bank & Trust 5,636 5,636 No Change 2020-03-31
STEPHENS INC /AR/ 5,155 5,220 1% 2020-03-31
Silversage Advisors 5,145 9,790 47% 2020-03-31
Summit Trail Advisors, LLC 4,778 0 New Buy 2020-03-31
WEALTHSOURCE PARTNERS, LLC 4,772 13,085 64% 2020-03-31
TIEMANN INVESTMENT ADVISORS, LLC 4,694 4,586 2% 2020-03-31
Pennsylvania Trust Co 4,016 0 New Buy 2020-03-31
BDO Wealth Advisors, LLC 4,010 5,061 21% 2020-03-31
HYA Advisors, Inc 3,984 0 New Buy 2020-03-31
JNB Advisors LLC 3,889 0 New Buy 2020-03-31
Private Capital Group, LLC 3,887 4,202 7% 2020-03-31
Front Row Advisors LLC 3,763 3,763 No Change 2020-03-31
One Capital Management, LLC 3,698 3,048 21% 2020-03-31
9258 Wealth Management, LLC 3,650 0 New Buy 2020-03-31
Financial Advocates Investment Management 3,527 3,517 0% 2020-03-31
PITTENGER & ANDERSON INC 3,450 3,450 No Change 2020-03-31
PROEQUITIES, INC. 3,396 3,495 3% 2020-03-31
GLENMEDE TRUST CO NA 3,388 3,388 No Change 2020-03-31
IHT Wealth Management, LLC 3,369 3,052 10% 2020-03-31
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 3,279 4,711 30% 2020-03-31
GRIFFIN ASSET MANAGEMENT, INC. 2,979 2,890 3% 2020-03-31
Multi-Financial Securities Corp 2,901 2,990 3% 2020-03-31
HPM Partners LLC 2,839 2,864 1% 2020-03-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,714 2,577 5% 2020-03-31
JOHNSON INVESTMENT COUNSEL INC 2,586 2,642 2% 2020-03-31
BOYS ARNOLD & CO INC 2,571 3,513 27% 2020-03-31
BENJAMIN EDWARDS INC 2,489 1,767 41% 2020-03-31
REGENTATLANTIC CAPITAL LLC 2,467 2,467 No Change 2020-03-31
Alexandria Capital, LLC 2,194 2,205 0% 2020-03-31
First National Bank of South Miami 2,144 2,263 5% 2020-03-31
PARAMETRIC PORTFOLIO ASSOCIATES 2,117 2,303 8% 2020-03-31
Amerivest Investment Management LLC 1,934 80 2,318% 2020-03-31
KINGS POINT CAPITAL MANAGEMENT 1,924 3,168 39% 2020-03-31
Kingsview Wealth Management, LLC 1,872 0 New Buy 2020-03-31
PRIVATE MANAGEMENT GROUP INC 1,844 1,844 No Change 2020-03-31
Evercore Wealth Management, LLC 1,776 1,781 0% 2020-03-31
ALERUS FINANCIAL NA 1,696 1,696 No Change 2020-03-31
Merit Financial Group, LLC 1,685 1,849 9% 2020-03-31
RPg Family Wealth Advisory, LLC 1,641 1,641 No Change 2020-03-31
BAILARD, INC. 1,628 1,628 No Change 2020-03-31
CAPTRUST FINANCIAL ADVISORS 1,612 0 New Buy 2020-03-31
BRONFMAN E.L. ROTHSCHILD, L.P. 1,596 1,114 43% 2020-03-31
Sontag Advisory, LLC 1,596 0 New Buy 2020-03-31
Blue Creek Investment Partners, LLC 1,590 1,589 0% 2020-03-31
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,515 0 New Buy 2020-03-31
Sowell Financial Services LLC 1,504 1,595 6% 2020-03-31
Hilltop Holdings Inc. 1,482 0 New Buy 2020-03-31
Strategic Wealth Partners Group LLC 1,458 1,643 11% 2020-03-31
ARGI Investment Services, LLC 1,417 1,886 25% 2020-03-31
HBK Sorce Advisory LLC 1,416 1,718 18% 2020-03-31
FormulaFolio Investments, LLC 1,380 48,265 97% 2020-03-31
Milestone Group, Inc. 1,207 0 New Buy 2020-03-31
MATHER GROUP, INC. 1,191 1,366 13% 2020-03-31
Capital Bank & Trust Co 1,190 100 1,090% 2020-03-31
Disciplined Investments, LLC 933 0 New Buy 2020-03-31
CENTAURUS FINANCIAL, INC. 895 838 7% 2020-03-31
AMERITAS INVESTMENT CORP 813 815 0% 2020-03-31
MASSMUTUAL TRUST CO FSB/ADV 602 0 New Buy 2020-03-31
Capital Advisory Group Advisory Services, LLC 18 0 New Buy 2020-03-31
Arden Trust Co 333 0 New Buy 2020-03-31
VERUS CAPITAL PARTNERS, LLC 285 275 4% 2020-03-31
Founders Capital Management 252 252 No Change 2020-03-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 200 200 No Change 2020-03-31
Stonebridge Capital Advisors LLC 200 200 No Change 2020-03-31
Jackson, Grant Investment Advisers, Inc. 172 171 1% 2020-03-31
Wealth Quarterback LLC 155 0 New Buy 2020-03-31
HHM Wealth Advisors, LLC 154 0 New Buy 2020-03-31
Manchester Capital Management LLC 150 150 No Change 2020-03-31
Emerald Investment Partners, LLC 134 134 No Change 2020-03-31
Asset Dedication, LLC 125 125 No Change 2020-03-31
SMITHFIELD TRUST CO 124 206 40% 2020-03-31
PIN OAK INVESTMENT ADVISORS INC 116 116 No Change 2020-03-31
Advisory Alpha, LLC 102 116 12% 2020-03-31
DEUTSCHE BANK AG 89 89 No Change 2020-03-31
BerganKDV Wealth Management, LLC 67 67 No Change 2020-03-31
Westside Investment Management, Inc. 50 0 New Buy 2020-03-31
Rice Partnership, LLC 42 42 No Change 2020-03-31
Sonora Investment Management, LLC 35 35 No Change 2020-03-31
Archer Investment Corp 22 22 No Change 2020-03-31
Prestige Wealth Management Group LLC 11 13 15% 2020-03-31
USCA RIA LLC 1 7,105 100% 2020-03-31
RHUMBLINE ADVISERS 0 2,901 Sold Out 2020-03-31
BRYN MAWR TRUST CO/PA 0 950 Sold Out 2020-03-31
MYCIO WEALTH PARTNERS, LLC 0 355 Sold Out 2020-03-31
KCM INVESTMENT ADVISORS LLC 0 914 Sold Out 2020-03-31
GRT CAPITAL PARTNERS LLC 0 1,226 Sold Out 2020-03-31
HAVERFORD TRUST CO 0 928 Sold Out 2020-03-31
Chevy Chase Trust Holdings, Inc. 0 246 Sold Out 2020-03-31
King Wealth Management Group, LLC 0 25,705 Sold Out 2020-03-31
Stearns Financial Services Group 0 59 Sold Out 2020-03-31
Frontier Wealth Management LLC 0 844 Sold Out 2020-03-31
Capital Asset Advisory Services LLC 0 72 Sold Out 2020-03-31
GSB Wealth Management, LLC 0 99 Sold Out 2020-03-31
ACIMA PRIVATE WEALTH, LLC 0 352 Sold Out 2020-03-31
Total Wealth Planning, LLC 0 1,044 Sold Out 2020-03-31
TOBIAS FINANCIAL ADVISORS, INC. 0 29 Sold Out 2020-03-31
Center for Financial Planning, Inc. 0 383 Sold Out 2020-03-31
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