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NewIncreasedMaintainedDecreasedLiquidated
9171462
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Carroll Financial Associates, Inc.03-31-2021Etf50Maintained0.000.002,000.000.0040.00Form 13
Uma Financial Services, Inc.03-31-2021Eafe Value Etf140,479Increased37.570.007,325,000.0044.4852.14Form 13
Sowa Financial Group, Inc.03-31-2021Eafe Value Etf0Liquidated!-100.000.000.000.000.00Form 13
Larson Financial Group Llc03-31-2021Eafe Value Etf64,358Maintained0.001.033,038,000.000.0047.20Form 13
Newman & Schimel, Llc03-31-2021Eafe Value Etf4,990Maintained0.000.17254,000.007.6350.90Form 13
Acorn Financial Advisory Services Inc /adv03-31-2021Eafe Value Etf8,435Decreased-78.540.16434,000.00-76.6351.45Form 13
Carlson Capital Management03-31-2021Eafe Value Etf234,561Decreased-3.162.0511,956,000.00-0.2350.97Form 13
Harbour Capital Advisors, Llc03-31-2021Eafe Value Etf15,550Maintained0.000.23793,000.0079,200.0051.00Form 13
Trilogy Capital Inc.03-31-2021Eafe Value Etf4,393New!0.000.02224,000.000.0050.99Form 13
Valeo Financial Advisors, Llc03-31-2021Etf27,101Maintained0.000.061,381,000.007.9750.96Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund19,859Increased9401.910.251,012,000.0010,020.0050.96Form 13
Veracity Capital Llc03-31-2021Eafe Value Etf15,705New!0.000.32800,000.000.0050.94Form 13
Prosperity Planning, Inc.03-31-2021Eafe Value Etf13,128Increased95.040.48669,000.00110.3850.96Form 13
Huntington National Bank03-31-2021Exchange Traded44,432Increased2.010.022,265,000.0010.22151.97Form 13
Hbw Advisory Services Llc03-31-2021Eafe Value Etf4,997New!0.000.07255,000.000.0051.03Form 13
Advisornet Financial, Inc03-31-2021Etf103,283Decreased-1.450.375,264,000.006.4150.97Form 13
Autus Asset Management, Llc03-31-2021Eafe Value Etf9,264Increased9.450.05472,000.0018.00102.17Form 13
Westside Investment Management, Inc.03-31-2021Com27,914Increased22.733.751,422,000.0032.5350.94Form 13
Fdx Advisors, Inc.03-31-2021Etf172,918Increased1861.860.338,814,000.00-94.9050.97Form 13
Gilbert & Cook, Inc.03-31-2021Eafe Value Etf56,583Decreased-8.240.572,884,000.00-0.8950.97Form 13
Ullmann Financial Group, Inc.03-31-2021Etf4,836Decreased-0.660.11246,000.006.9650.87Form 13
Moneywise, Inc.03-31-2021Eafe Value Etf4,800Maintained0.000.17245,000.007.9351.04Form 13
Mountain Capital Investment Advisors, Inc03-31-2021Eafe Value Etf101,307New!0.002.795,252,000.000.0051.84Form 13
Global Trust Asset Management, Llc03-31-2021Eafe Value Etf100Maintained0.000.005,000.000.0050.00Form 13
Waller Financial Planning Group, Inc03-31-2021Eafe Value Etf135,081Decreased-5.731.986,885,000.001.8050.97Form 13
Global Retirement Partners, Llc03-31-2021Eafe Value Etf8,873Increased92.850.05452,000.00108.2950.94Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open1,350Maintained0.000.0469,000.007.8151.11Form 13
Cva Family Office, Llc03-31-2021Eafe Value Etf316Maintained0.000.0116,000.006.6750.63Form 13
Powell Investment Advisors, Llc03-31-2021Eafe Value Etf650Maintained0.000.0233,000.006.4550.77Form 13
Vivid Financial Management, Inc.03-31-2021Eafe Value Etf148,160New!0.003.477,552,000.000.0050.97Form 13
N.e.w. Advisory Services Llc03-31-2021Eafe Value Etf282,717Increased10.462.7214,513,000.0019.9951.33Form 13
Soundmark Wealth Management, Llc03-31-2021Eafe Value Etf25,298Increased1.270.711,288,000.009.2550.91Form 13
Latitude Advisors, Llc03-31-2021Eafe Value Etf9,862Increased75.540.42511,000.0092.8351.82Form 13
Collective Family Office Llc03-31-2021Eafe Value Etf47,989Increased30.431.192,446,000.0040.8250.97Form 13
Optimum Investment Advisors03-31-2021Eafe Value Etf301Maintained0.000.0015,000.007.1449.83Form 13
Crescent Capital Consulting, Llc03-31-2021Exchange Traded Fund0Liquidated!-100.000.000.000.000.00Form 13
Gps Wealth Strategies Group, Llc03-31-2021Mf Closed And Mf Open11New!0.000.000.000.000.00Form 13
Apella Capital, Llc03-31-2021Eafe Value Etf107,804Increased19.221.735,495,000.0028.7550.97Form 13
Pbmares Wealth Management Llc03-31-2021Eafe Value Etf14,242Increased164.380.59726,000.00185.8350.98Form 13
Swmg, Llc03-31-2021Eafe Value Etf204,032Increased22.377.1110,400,000.0031.5150.97Form 13
Leavell Investment Management, Inc.03-31-2021Eafe Value Etf8,340Increased14.090.03425,000.0023.1950.96Form 13
Hanlon Investment Management, Inc.03-31-2021Eafe Value Etf20,516New!0.000.231,046,000.000.0050.98Form 13
Accredited Investors Inc.03-31-2021Eafe Value Etf929,638New!0.006.3447,384,000.000.0050.97Form 13
Next Financial Group, Inc03-31-2021Eafe Value Etf41,817Increased1349.970.192,131,000.001,466.91101.92Form 13
Bogart Wealth, Llc03-31-2021Etf53Maintained0.000.003,000.0050.0056.60Form 13
Cra Financial Services, Llc03-31-2021Eafe Value Etf5,387Maintained0.000.11275,000.008.2751.05Form 13
Alhambra Investment Partners Llc03-31-2021Eafe Value Etf28,347New!0.001.171,445,000.000.0050.98Form 13
Ade, Llc03-31-2021Mf Closed And Mf Open371Maintained0.000.0219,000.0011.7651.21Form 13