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Ishares Core

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NewIncreasedMaintainedDecreasedLiquidated
22221204
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
M&r Capital Management Inc03-31-2021Etf559Maintained0.000.0153,000.008.1694.81Form 13
Woodstock Corp03-31-2021Other16,180Maintained0.000.201,535,000.008.1794.87Form 13
Fc Advisory Llc03-31-2021Core High Dv Etf39,239Decreased-2.241.813,723,000.005.8094.88Form 13
Means Investment Co., Inc.03-31-2021Core High Dv Etf3,689Decreased-8.030.08350,000.00-2.7894.88Form 13
Carroll Financial Associates, Inc.03-31-2021Etf12,982Decreased-0.550.081,231,000.007.6094.82Form 13
Lowe Wealth Advisors, Llc03-31-2021Etf4,002Decreased-6.030.19380,000.001.8894.95Form 13
Weaver Consulting Group03-31-2021Core High Dv Etf10,429Maintained0.000.61990,000.008.3294.93Form 13
Sowa Financial Group, Inc.03-31-2021Core High Dv Etf40,376Decreased-4.202.703,831,000.003.6894.88Form 13
Wc Walker & Associates, Inc.03-31-2021Core High Dv Etf76,908Increased0.564.177,352,000.006.3095.59Form 13
Summit Financial Group, Inc.03-31-2021Core High Dv Etf22,846Increased10.940.902,168,000.0020.11189.10Form 13
Trust Co03-31-2021Core High Dv Etf3,952Maintained0.000.27375,000.008.3894.89Form 13
Larson Financial Group Llc03-31-2021Core High Dv Etf1,680Maintained0.000.05147,000.000.0087.50Form 13
Kmg Fiduciary Partners, Llc03-31-2021Core High Dv Etf10,339Decreased-1.830.19981,000.006.0594.88Form 13
Nbt Bank N A /ny03-31-2021Com7,416Increased14.340.10704,000.0023.7394.93Form 13
Calamos Advisors Llc03-31-2021Core High Dv Etf0Liquidated!-100.000.000.000.000.00Form 13
Calamos Wealth Management Llc03-31-2021Core High Dv Etf3,710Decreased-94.820.03352,000.00-94.3994.88Form 13
Cordasco Financial Network03-31-2021Core High Dv Etf880Maintained0.000.0684,000.009.0995.45Form 13
Teamwork Financial Advisors, Llc03-31-2021Core High Dv Etf49,443Decreased-22.721.104,692,000.00-16.3594.90Form 13
Regal Wealth Group, Inc.03-31-2021Core High Dv Etf98Increased1.030.019,000.000.0091.84Form 13
Valeo Financial Advisors, Llc03-31-2021Etf9,023Increased13.400.04856,000.0022.6494.87Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund7,095Increased9.040.17673,000.0017.8694.86Form 13
Coastal Investment Advisors, Inc.03-31-2021Core High Dv Etf18,358Decreased-5.020.461,742,000.002.7794.89Form 13
Hohimer Wealth Management, Llc03-31-2021Core High Dv Etf11,734Increased3.990.271,113,000.0012.5494.85Form 13
Phoenix Wealth Advisors03-31-2021Core High Dv Etf74Maintained0.000.017,000.0016.6794.59Form 13
Huntington National Bank03-31-2021Exchange Traded207Maintained0.000.0020,000.0011.1196.62Form 13
Bft Financial Group, Llc03-31-2021Core High Dv Etf3,222Increased0.340.09306,000.008.9094.97Form 13
Ballew Advisors, Inc03-31-2021Core High Dv Etf18,854Increased90.040.661,798,000.00102.48190.72Form 13
Enterprise Trust & Investment Co03-31-2021Core High Dv Etf446Maintained0.000.0242,000.005.0094.17Form 13
Hbw Advisory Services Llc03-31-2021Core High Dv Etf4,605Decreased-13.880.12437,000.00-6.8294.90Form 13
Iron Horse Wealth Management, Llc03-31-2021Core High Dv Etf7Maintained0.000.001,000.000.00142.86Form 13
Advisornet Financial, Inc03-31-2021Etf9,718Increased7.140.07922,000.0015.9794.88Form 13
Westside Investment Management, Inc.03-31-2021Com119Decreased-29.590.0311,000.00-21.4392.44Form 13
Global Trust Asset Management, Llc03-31-2021Core High Dv Etf159Maintained0.000.0115,000.007.1494.34Form 13
Sound Income Strategies, Llc03-31-2021Core High Dv Etf234Maintained0.000.0022,204,000.00105,633.3394,888.89Form 13
Global Retirement Partners, Llc03-31-2021Core High Dv Etf2,046Increased24.680.02194,000.0034.7294.82Form 13
Centric Wealth Management03-31-2021Core High Dv Etf5,438Increased0.420.15516,000.008.6394.89Form 13
Investors Financial Group, Llc03-31-2021Core High Dv Etf2,208Maintained0.000.12209,000.000.0094.66Form 13
Cva Family Office, Llc03-31-2021Core High Dv Etf8,293Decreased-3.490.30787,000.004.5294.90Form 13
Heron Financial Group, Llc03-31-2021Core High Dv Etf4,992Increased4.790.29476,000.0012.0095.35Form 13
Inspirion Wealth Advisors, Llc03-31-2021Core High Dv Etf7,196Increased0.150.18683,000.008.4194.91Form 13
Crescent Capital Consulting, Llc03-31-2021Exchange Traded Fund0Liquidated!-100.000.000.000.000.00Form 13
Townsend & Associates, Inc03-31-2021Core High Dv Etf28,722Increased42.151.772,725,000.0053.8794.88Form 13
Gps Wealth Strategies Group, Llc03-31-2021Mf Closed And Mf Open1,244New!0.000.03118,000.000.0094.86Form 13
Leavell Investment Management, Inc.03-31-2021Core High Dv Etf9,795Decreased-2.180.08929,000.005.8194.84Form 13
Vigilant Capital Management, Llc03-31-2021Common Stock0Liquidated!-100.000.000.000.000.00Form 13
Harbor Investment Advisory, Llc03-31-2021Etf12,248Decreased-10.440.171,162,000.00-3.0994.87Form 13
Next Financial Group, Inc03-31-2021Core High Dv Etf8,319Increased25.570.07789,000.0035.8094.84Form 13
Stewardship Financial Advisors, Llc03-31-2021Core High Dv Etf100Maintained0.000.009,000.000.0090.00Form 13
Cra Financial Services, Llc03-31-2021Core High Dv Etf28,677Maintained0.001.052,721,000.008.2394.88Form 13
Tennessee Valley Asset Management Partners03-31-2021Core High Dv Etf4,642Increased0.020.11440,000.008.1194.79Form 13
Sterling Investment Advisors Llc /adv03-31-2021Core High Dv Etf2,365Maintained0.000.14224,000.008.2194.71Form 13
Wbh Advisory Inc03-31-2021Core High Dv Etf3,395Decreased-14.780.05322,000.00-10.5694.85Form 13
North Star Investment Management Corp.03-31-2021Etf700Maintained0.000.0166,000.008.2094.29Form 13
Bartlett & Co. Llc03-31-2021Etf233Maintained0.000.0022,000.0010.0094.42Form 13
Sugarloaf Wealth Management, Llc03-31-2021Core High Dv Etf592Decreased-89.960.20656,000.0026.891,108.11Form 13
Covenant Asset Management, Llc03-31-2021Core High Dv Etf3,959Decreased-18.660.12376,000.00-11.9494.97Form 13
Wealth Advisors Of Tampa Bay, Llc03-31-2021Core High Dv Etf4,530Maintained0.000.25430,000.008.3194.92Form 13
Ifg Advisory, Llc03-31-2021Mf Closed And Mf Open10,182Increased5.810.12966,000.0014.5994.87Form 13
Wambolt & Associates, Llc03-31-2021Core High Dv Etf14,576Decreased-7.380.721,390,000.000.7295.36Form 13
Lantz Financial Llc03-31-2021Core High Dv Etf120,057Increased4.236.4811,392,000.0012.8194.89Form 13
International Assets Investment Management, Llc03-31-2021Core High Dv Etf4,236Increased100.000.04387,000.00108.06182.72Form 13
David J Yvars Group03-31-2021Core High Dv Etf4,077Increased60.510.25387,000.0073.5494.92Form 13
Exchange Traded Concepts, Llc03-31-2021Core High Dv Etf10,278Decreased-6.240.04975,000.001.4694.86Form 13
Lbmc Investment Advisors, Llc03-31-2021Com431,688Increased1.944.3240,963,000.0010.3494.89Form 13
Private Ocean, Llc03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Beacon Financial Advisory Llc03-31-2021Core High Dv Etf2,926Decreased-26.960.16278,000.00-20.8095.01Form 13
Capital Advisors Wealth Management, Llc03-31-2021Core High Dv Etf4,956New!0.000.20470,000.000.0094.83Form 13
Garrett Investment Advisors Llc03-31-2021Core High Dv Etf2,324Maintained0.000.08221,000.008.3395.09Form 13
Pds Planning, Inc03-31-2021Core High Dv Etf2,729Maintained0.000.08259,000.008.3794.91Form 13