Ishares Tr

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Ishares Tr

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NewIncreasedMaintainedDecreasedLiquidated
118011
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Weaver Consulting Group03-31-2021Faln Angls Usd0Liquidated!-100.000.000.000.000.00Form 13
Parcion Private Wealth Llc03-31-2021Faln Angls Usd737,257Decreased-4.402.4421,557,000.00-5.0129.24Form 13
Teamwork Financial Advisors, Llc03-31-2021Faln Angls Usd18,241New!0.000.12533,000.000.0029.22Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund16,780New!0.000.12491,000.000.0029.26Form 13
Veracity Capital Llc03-31-2021Faln Angls Usd20,743New!0.000.24607,000.000.0029.26Form 13
Prosperity Planning, Inc.03-31-2021Faln Angls Usd659New!0.000.0119,000.000.0028.83Form 13
Cardan Capital Partners, Llc03-31-2021Faln Angls Usd393,493Increased207.651.3811,506,000.00205.6929.24Form 13
Intelligence Driven Advisers, Llc03-31-2021Faln Angls Usd9,774New!0.000.06286,000.000.0029.26Form 13
Advisornet Financial, Inc03-31-2021Etf8,005New!0.000.02234,000.000.0029.23Form 13
Fdx Advisors, Inc.03-31-2021Etf14,504Increased3320.750.02424,000.00-97.0829.23Form 13
Mountain Capital Investment Advisors, Inc03-31-2021Faln Angls Usd37,845New!0.000.591,108,000.000.0029.28Form 13
Sound Income Strategies, Llc03-31-2021Faln Angls Usd175,030Increased296.560.875,117,868,000.00393,885.2229,239.95Form 13
Global Retirement Partners, Llc03-31-2021Faln Angls Usd3,978Increased1889.000.01116,000.001,833.3329.16Form 13
Secure Asset Management, Llc03-31-2021Faln Angls Usd19,109Increased17.660.31559,000.0016.9529.25Form 13
Vivid Financial Management, Inc.03-31-2021Faln Angls Usd25,403New!0.000.34743,000.000.0029.25Form 13
Wolff Wiese Magana Llc03-31-2021Faln Angls Usd14,676Increased33.910.34429,000.0032.8229.23Form 13
Swmg, Llc03-31-2021Faln Angls Usd13,169Increased62.380.26385,000.0061.7629.24Form 13
Country Trust Bank03-31-2021Etf - Fixed307,000New!0.000.298,977,000.000.0029.24Form 13
Hanlon Investment Management, Inc.03-31-2021Faln Angls Usd8,683New!0.000.06254,000.000.0029.25Form 13
Next Financial Group, Inc03-31-2021Faln Angls Usd90,118Increased93772.920.232,635,000.0087,733.3358.47Form 13
Ade, Llc03-31-2021Mf Closed And Mf Open36New!0.000.001,000.000.0027.78Form 13