Flexshares Tr

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Flexshares Tr

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NewIncreasedMaintainedDecreasedLiquidated
49632
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Eisneramper Wealth Management Corporate Benefits, Llc03-31-2021Etf15,799New!0.000.31572,000.000.0036.20Form 13
Park National Corp /oh/03-31-2021Com68,129Increased39.890.112,466,000.0055.6836.20Form 13
Boltwood Capital Management03-31-2021Mornstar Upstr60,500Increased10.380.972,189,000.0022.7036.18Form 13
Carroll Financial Associates, Inc.03-31-2021Etf32New!0.000.001,000.000.0031.25Form 13
Bremer Bank National Association03-31-2021Mornstar Upstr22,831Decreased-0.230.19826,000.0010.8736.18Form 13
Larson Financial Group Llc03-31-2021Mornstar Upstr2,377Maintained0.000.0377,000.000.0032.39Form 13
Nbt Bank N A /ny03-31-2021Com1,003,940Decreased-3.285.2336,333,000.007.5772.38Form 13
Cordasco Financial Network03-31-2021Mornstar Upstr615Maintained0.000.0222,000.0010.0035.77Form 13
Verabank, N.a.03-31-2021Exchange Traded Fund175,300Increased3.724.126,344,000.0015.3572.34Form 13
Walkner Condon Financial Advisors Llc03-31-2021Mornstar Upstr71,360Increased559.211.002,583,000.00633.8136.20Form 13
Fdx Advisors, Inc.03-31-2021Etf162,934Increased2663.000.225,897,000.00-96.3836.19Form 13
Mountain Capital Investment Advisors, Inc03-31-2021Mornstar Upstr0Liquidated!-100.000.000.000.000.00Form 13
Global Retirement Partners, Llc03-31-2021Mornstar Upstr15,507New!0.000.07561,000.000.0036.18Form 13
Cva Family Office, Llc03-31-2021Mornstar Upstr72,771Increased647.141.002,634,000.00730.9136.20Form 13
Optimum Investment Advisors03-31-2021Mornstar Upstr1,210Maintained0.000.0144,000.0012.8236.36Form 13
Jacobsen Capital Management03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
First Financial Corp /in/03-31-2021Etf Equity1,485Maintained0.000.0454,000.0012.5036.36Form 13
Arkansas Financial Group, Inc.03-31-2021Mornstar Upstr113,336Decreased-7.920.984,102,000.002.4236.19Form 13
Regis Management Co Llc03-31-2021Com59,520Maintained0.000.382,154,000.0011.2036.19Form 13
Hanlon Investment Management, Inc.03-31-2021Mornstar Upstr6,653New!0.000.05241,000.000.0036.22Form 13
Next Financial Group, Inc03-31-2021Mornstar Upstr69Increased35.290.003,000.0050.0094.78Form 13
Moller Financial Services03-31-2021Mornstar Upstr872,026Increased5.799.9931,559,000.0017.6636.19Form 13
Riverview Trust Co03-31-2021Com1,125Maintained0.000.0541,000.0010.8136.44Form 13
Omega Financial Group, Llc03-31-2021Mornstar Upstr99,591Increased39.651.833,604,000.0055.2836.19Form 13