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NewIncreasedMaintainedDecreasedLiquidated
147811613331
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Thomasville National Bank03-31-2021Exchange Traded Fund0Liquidated!-100.000.000.000.000.00Form 13
Elm Advisors, Llc03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Fulcrum Equity Management03-31-2021S&p Mc 400gr Etf8,879Decreased-2.510.28696,000.005.7878.39Form 13
Fulton Bank, N.a.03-31-2021S&p Mc 400gr Etf13,112Maintained0.000.051,028,000.008.5578.40Form 13
Private Trust Co Na03-31-2021Equities27,902Decreased-16.300.002,186,000.00-9.1878.35Form 13
Carroll Financial Associates, Inc.03-31-2021Etf12,251Decreased-1.070.06960,000.007.3878.36Form 13
Lowe Wealth Advisors, Llc03-31-2021Etf72Maintained0.000.006,000.0020.0083.33Form 13
Smith Shellnut Wilson Llc /adv03-31-2021Etf45,669Decreased-5.372.183,579,000.002.7078.37Form 13
Bremer Bank National Association03-31-2021S&p Mc 400gr Etf4,930Decreased-10.960.09387,000.00-3.25159.09Form 13
Spotlight Asset Group, Inc.03-31-2021S&p Mc 400gr Etf0Liquidated!-100.000.000.000.000.00Form 13
Summit Financial Group, Inc.03-31-2021S&p Mc 400gr Etf4,797Decreased-20.210.16376,000.00-13.3678.38Form 13
Churchill Management Corp03-31-2021Com222,083Decreased-7.480.2917,405,000.000.4078.37Form 13
Trust Co03-31-2021S&p Mc 400gr Etf176Maintained0.000.0114,000.007.6979.55Form 13
Murphy, Middleton, Hinkle & Parker, Inc.03-31-2021S&p Mc 400gr Etf3,465Decreased-0.230.16272,000.008.3778.50Form 13
John W. Brooker & Co., Cpas03-31-2021S&p Mc 400gr Etf181Decreased-23.310.0114,000.00-17.6577.35Form 13
Parcion Private Wealth Llc03-31-2021S&p Mc 400gr Etf87,964Decreased-7.870.786,894,000.00-0.0178.37Form 13
Nbt Bank N A /ny03-31-2021Com5,850Increased1.920.06459,000.0010.87156.91Form 13
Courier Capital Llc03-31-2021S&p Mc 400gr Etf243,365Decreased-0.791.9319,072,000.007.6678.37Form 13
Carnegie Capital Asset Management, Llc03-31-2021S&p Mc 400gr Etf5,080Maintained0.000.02398,000.008.4578.35Form 13
Winfield Associates, Inc.03-31-2021Etf69,568Increased5.192.235,452,000.0014.1578.37Form 13
Cordasco Financial Network03-31-2021S&p Mc 400gr Etf780Maintained0.000.0461,000.008.9378.21Form 13
First Premier Bank03-31-2021S&p Mc 400gr Etf1,000Decreased-33.330.0378,000.00-27.7878.00Form 13
Harbour Capital Advisors, Llc03-31-2021S&p Mc 400gr Etf10,180Maintained0.000.23798,000.0079,700.0078.39Form 13
Hms Capital Management, Llc03-31-2021S&p Mc 400gr Etf6,867Decreased-75.760.23537,000.00-73.7578.20Form 13
Valeo Financial Advisors, Llc03-31-2021Etf908Maintained0.000.0071,000.007.5878.19Form 13
Fulcrum Capital Llc03-31-2021S&p Mc 400gr Etf87,854Increased1.191.976,885,000.009.8178.37Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund12,483Decreased-8.510.24978,000.00-0.7178.35Form 13
Platte River Wealth Advisors, Llc03-31-2021S&p Mc 400gr Etf46,048Decreased-3.681.523,679,000.00-0.7379.89Form 13
Integer Wealth Advisors Group Llc03-31-2021S&p Mc 400gr Etf62,633Decreased-12.872.745,024,000.00-6.5080.21Form 13
Hohimer Wealth Management, Llc03-31-2021S&p Mc 400gr Etf3,532New!0.000.07277,000.000.0078.43Form 13
Veracity Capital Llc03-31-2021S&p Mc 400gr Etf8,220Increased0.240.26644,000.008.7878.35Form 13
Prosperity Planning, Inc.03-31-2021S&p Mc 400gr Etf6,839Increased0.710.38536,000.009.3978.37Form 13
Huntington National Bank03-31-2021Exchange Traded88,167Decreased-0.140.086,909,000.008.36233.20Form 13
Atlas Brown,inc.03-31-2021Etf26,329Decreased-0.380.982,063,000.008.0778.35Form 13
Perkins Coie Trust Co03-31-2021Equity - Midcap - Etf71,051Decreased-6.810.195,568,000.001.1378.37Form 13
Norway Savings Bank03-31-2021S&p Mc 400gr Etf7,578Increased7.750.31594,000.0016.93156.93Form 13
Hudson Capital Management Llc03-31-2021S&p Mc 400gr Etf151,472Decreased-7.335.0811,871,000.000.1878.37Form 13
Ballew Advisors, Inc03-31-2021S&p Mc 400gr Etf0Liquidated!-100.000.000.000.000.00Form 13
Carl P. Sherr & Co., Llc03-31-2021S&p Mc 400gr Etf4,514Decreased-5.880.27354,000.002.3178.42Form 13
Gofen & Glossberg Llc /il/03-31-2021Com6,719Decreased-1.600.01527,000.006.9078.43Form 13
Welch & Forbes Llc03-31-2021S&p Mc 400gr Etf5,700Maintained0.000.01447,000.008.7678.42Form 13
First Citizens Bank & Trust Co03-31-2021S&p Mc 400gr Etf26,157Decreased-3.340.102,050,000.004.9178.37Form 13
Farmers & Merchants Investments Inc03-31-2021S&p Mc 400gr Etf184New!0.000.0014,000.000.0076.09Form 13
Country Club Trust Company, N.a.03-31-2021S&p Mc 400gr Etf20,186Decreased-6.050.141,571,000.001.35155.71Form 13
First National Bank Of Hutchinson03-31-2021Exchange Traded Fund2,852Maintained0.000.11224,000.006.6778.54Form 13
Advisornet Financial, Inc03-31-2021Etf19,552Decreased-14.490.111,532,000.00-7.2178.36Form 13
Westside Investment Management, Inc.03-31-2021Com200Maintained0.000.0415,000.007.1475.00Form 13
Vista Private Wealth Partners. Llc03-31-2021S&p Mc 400gr Etf999Decreased-75.060.14239,000.00-16.14239.24Form 13
Ullmann Financial Group, Inc.03-31-2021Etf26,290Decreased-4.480.922,060,000.003.6278.36Form 13
Global Trust Asset Management, Llc03-31-2021S&p Mc 400gr Etf96Maintained0.000.008,000.0014.2983.33Form 13
Sound Income Strategies, Llc03-31-2021S&p Mc 400gr Etf312Maintained0.000.0024,451,000.00106,208.7078,368.59Form 13
Johnson Midwest Financial, Llc03-31-2021S&p Mc 400gr Etf0Liquidated!-100.000.000.000.000.00Form 13
Global Retirement Partners, Llc03-31-2021S&p Mc 400gr Etf2,413Decreased-52.140.02189,000.00-48.0878.33Form 13
Nachman Norwood & Parrott, Inc03-31-2021S&p Mc 400gr Etf37,487Increased0.420.322,938,000.008.98156.16Form 13
Private Capital Management Llc03-31-2021S&p Mc 400gr Etf11,706Decreased-7.510.49917,000.000.4478.34Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open232Maintained0.000.0118,000.005.8877.59Form 13
Cva Family Office, Llc03-31-2021S&p Mc 400gr Etf1,004Maintained0.000.0379,000.008.2278.69Form 13
N.e.w. Advisory Services Llc03-31-2021S&p Mc 400gr Etf5,312Decreased-36.910.08423,000.00-30.4379.63Form 13
Gleason Group, Inc.03-31-2021Com148Maintained0.000.0012,000.009.0981.08Form 13
Bennett Selby Investments Lp03-31-2021S&p Mc 400gr Etf3,500Maintained0.000.21274,000.000.0078.29Form 13
Eclectic Associates Inc /adv03-31-2021S&p Mc 400gr Etf2,968Maintained0.000.19233,000.008.8878.50Form 13
Advisors Management Group Inc /adv03-31-2021S&p Mc 400gr Etf3,899Maintained0.000.10306,000.008.5178.48Form 13
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma03-31-2021Equity Mutual F8,016Maintained0.000.01628,000.008.4678.34Form 13
Signature Estate & Investment Advisors Llc03-31-2021S&p Mc 400gr Etf33,437Decreased-3.070.132,621,000.005.22156.79Form 13
Mcdonald Partners Llc03-31-2021S&p Mc 400gr Etf3,389Increased4.830.05266,000.0014.1678.49Form 13
Inspirion Wealth Advisors, Llc03-31-2021S&p Mc 400gr Etf82,968Decreased-2.451.726,502,000.005.8678.37Form 13
Crescent Capital Consulting, Llc03-31-2021Exchange Traded Fund72,706Decreased-6.011.175,700,000.001.998,408.12Form 13
Gps Wealth Strategies Group, Llc03-31-2021Mf Closed And Mf Open1,204New!0.000.0394,000.000.0078.07Form 13
Benchmark Wealth Management, Llc03-31-2021S&p Mc 400gr Etf3,406Maintained0.000.20267,000.008.5478.39Form 13
Atticus Wealth Management, Llc03-31-2021S&p Mc 400gr Etf188Maintained0.000.0115,000.007.1479.79Form 13
Allegiant Private Advisors, Llc03-31-2021S&p Mc 400gr Etf32,716Increased4.630.472,564,000.0013.5578.37Form 13
City Holding Co03-31-2021Mutual Funds-mid Cap9,147Increased10.240.14717,000.0019.7078.39Form 13
Umb Bank N A/mo03-31-2021Common25,220Decreased-0.680.051,976,000.007.74156.14Form 13
Trust Co Of Vermont03-31-2021Com18,088Maintained0.000.111,418,000.008.5878.39Form 13
Country Trust Bank03-31-2021Etf - Equity384Decreased-12.330.0030,000.00-6.2578.12Form 13
Harbor Investment Advisory, Llc03-31-2021Etf3,011Increased1.450.04236,000.0010.2878.38Form 13
Hanlon Investment Management, Inc.03-31-2021S P Mc 400gr Etf3,894Increased7.510.07305,000.0016.4178.33Form 13
Next Financial Group, Inc03-31-2021S&p Mc 400gr Etf2,621Decreased-0.940.02205,000.007.3378.21Form 13
Fort Pitt Capital Group, Llc03-31-2021S&p Mc 400gr Etf0Liquidated!-100.000.000.000.000.00Form 13
Bogart Wealth, Llc03-31-2021Etf207New!0.000.0016,000.000.0077.29Form 13
Cra Financial Services, Llc03-31-2021S&p Mc 400gr Etf7,555Decreased-1.150.23592,000.007.2578.36Form 13
Hya Advisors, Inc03-31-2021Etf22,898Increased7.880.851,795,000.0017.0978.39Form 13
Stephenson National Bank & Trust03-31-2021S&p Mc 400gr Etf1,060Maintained0.000.0683,000.007.7978.30Form 13
Pinnacle Financial Partners Inc03-31-2021S&p Mc 400gr Etf14,338Decreased-51.640.051,124,000.00-47.5078.39Form 13
Bowling Portfolio Management Llc03-31-2021Etf2,752New!0.000.05216,000.000.0078.49Form 13
Rfg Advisory, Llc03-31-2021S&p Mc 400gr Etf0Liquidated!-100.000.000.000.000.00Form 13
Sugarloaf Wealth Management, Llc03-31-2021S&p Mc 400gr Etf853Decreased-3.940.0270,000.009.3882.06Form 13
Ifg Advisory, Llc03-31-2021Mf Closed And Mf Open13,850Decreased-6.510.141,085,000.001.5078.34Form 13
Wambolt & Associates, Llc03-31-2021S&p Mc 400gr Etf5,498Decreased-1.400.23438,000.008.6879.67Form 13
Aurora Private Wealth, Inc.03-31-2021S&p Mc 400gr Etf4,822Increased14.780.16378,000.0024.7578.39Form 13
International Assets Investment Management, Llc03-31-2021S&p Mc 400gr Etf52,920Increased92.490.363,979,000.00100.35150.62Form 13
Mtm Investment Management, Llc03-31-2021S&p Mc 400gr Etf20Maintained0.000.002,000.00100.00100.00Form 13
Creative Financial Designs Inc /adv03-31-2021Etf1,813Increased301.110.03142,000.0031.4878.32Form 13
Peoples Bank /oh03-31-2021Mutual Funds -0Liquidated!-100.000.000.000.000.00Form 13
Pacific Financial Group Inc03-31-2021S&p Mc 400gr Etf29,384Increased0.911.862,303,000.009.5178.38Form 13
Bangor Savings Bank03-31-2021Other12,156Maintained0.000.12953,000.008.67156.78Form 13
Busey Wealth Management03-31-2021Etf-equity4,965Maintained0.000.02389,000.008.3678.35Form 13
Lbmc Investment Advisors, Llc03-31-2021Com13,533Increased6.790.111,061,000.0015.9678.40Form 13
Piershale Financial Group, Inc.03-31-2021S&p Mc 400gr Etf0Liquidated!-100.000.000.000.000.00Form 13
Private Ocean, Llc03-31-2021Etf800Maintained0.000.0163,000.008.6278.75Form 13
Gemmer Asset Management Llc03-31-2021Etf2,928Increased24.490.04229,000.0034.7178.21Form 13
First Command Bank03-31-2021S&p Mc 400gr Etf1,480Decreased-32.709.99116,000.00-27.0478.38Form 13
First Command Financial Services, Inc.03-31-2021S&p Mc 400gr Etf1,480Decreased-32.700.03116,000.00-27.0478.38Form 13
Personal Wealth Partners03-31-2021S&p Mc 400gr Etf3,540Maintained0.000.13277,000.008.2078.25Form 13
Great Valley Advisor Group, Inc.03-31-2021S&p Mc 400gr Etf2,593Decreased-38.730.02203,000.00-33.4478.29Form 13
Hubbell Strickland Wealth Management, Llc03-31-2021S&p Mc 400gr Etf11,207Increased0.640.56878,000.009.2078.34Form 13
S.a. Mason Llc03-31-2021Etf1,336Maintained0.000.08105,000.009.3878.59Form 13
Klaas Financial Asset Advisors, Llc03-31-2021Exchange Traded Fund24,320Decreased-13.720.531,906,000.00-6.3978.37Form 13
Crestwood Advisors Group Llc03-31-2021Etf21,368Decreased-0.930.531,675,000.007.5178.39Form 13
Gradient Investments Llc03-31-2021S&p Mc 400gr Etf0Liquidated!-100.000.000.000.000.00Form 13
Baystate Wealth Management Llc03-31-2021Etf613Maintained0.000.0148,000.009.0978.30Form 13
Clearwater Capital Advisors, Llc03-31-2021S&p Mc 400gr Etf3,531Decreased-16.290.03277,000.00-9.1878.45Form 13
Tiaa, Fsb03-31-2021Exchange Traded Fund11,548Increased1.420.00905,000.0010.1078.37Form 13
Affiance Financial, Llc03-31-2021S&p Mc 400gr Etf1,038Maintained0.000.0481,000.008.0078.03Form 13
Independence Bank Of Kentucky03-31-2021S&p Mc 400gr Etf524Maintained0.000.0241,000.007.8978.24Form 13
Lehman & Derafelo Financial Resources Llc03-31-2021S&p Mc 400gr Etf56Maintained0.000.004,000.000.0071.43Form 13
Filbrandt Wealth Management, Llc03-31-2021Com5,024Maintained0.000.24394,000.008.5478.42Form 13
Brown Miller Wealth Management, Llc03-31-2021S&p Mc 400gr6,324Maintained0.000.35496,000.000.0078.43Form 13
Oakwell Private Wealth Management, Llc03-31-2021S&p Mc 400gr Etf5,077Increased34.600.28398,000.0046.3278.39Form 13
Old National Bancorp /in/03-31-2021S&p Mc 400gr Etf8,239Decreased-8.780.03646,000.00-0.9278.41Form 13
Hc Financial Advisors Inc03-31-2021S&p Mc 400gr Etf160Maintained0.000.0113,000.008.3381.25Form 13
Matthew Goff Investment Advisor, Llc03-31-2021S&p Mc 400gr Etf0Liquidated!-100.000.000.000.000.00Form 13
Bokf, Na03-31-2021S&p Mc 400gr Etf589,727Decreased-3.070.8446,217,000.005.19156.74Form 13
Provise Management Group, Llc03-31-2021S&p Mc 400gr Etf23,839Increased2.270.201,868,000.0010.9978.36Form 13
Sol Capital Management Co03-31-2021Com7,098Decreased-3.200.12556,000.004.9178.33Form 13
Spc Financial, Inc.03-31-2021S&p Mc 400gr Etf246,575Increased0.042.5519,324,000.008.5678.37Form 13
Yhb Investment Advisors, Inc.03-31-2021Etf20,024Maintained0.000.141,642,000.0013.5582.00Form 13
Private Advisor Group, Llc03-31-2021S&p Mc 400gr Etf105,441Decreased-47.370.088,263,000.00-42.9078.37Form 13
Barber Financial Group, Inc.03-31-2021S&p Mc 400gr Etf0Liquidated!-100.000.000.000.000.00Form 13
Jackson, Grant Investment Advisers, Inc.03-31-2021S&p Mc 400gr Etf692Maintained0.000.0254,000.008.0078.03Form 13
Transform Wealth, Llc03-31-2021S&p Mc 400gr Etf4,913Decreased-8.950.08385,000.00-1.2878.36Form 13
Lexaurum Advisors, Llc03-31-2021S&p Mc 400gr Etf6,343Maintained0.000.17497,000.008.5278.35Form 13
Highmark Wealth Management Llc03-31-2021S&p Mc 400gr Etf36Decreased-77.500.003,000.00-75.0083.33Form 13
First Merchants Corp03-31-2021Etf Mid Cap230,963Decreased-0.961.2018,100,000.007.47156.67Form 13
Washington Trust Bank03-31-2021S&p Mc 400gr Etf6,433Decreased-18.280.06504,000.00-11.4278.35Form 13
Bkd Wealth Advisors, Llc03-31-2021S&p Mc 400gr Etf5,638Decreased-8.590.02442,000.00-0.6778.40Form 13
Bbva Usa Bancshares, Inc.03-31-2021S&p Mc 400gr Etf3,121Decreased-48.040.01245,000.00-43.5578.50Form 13
San Francisco Sentry Investment Group (ca)03-31-2021S&p Mc 400gr Etf296Maintained0.000.0123,000.009.5277.70Form 13
Joel Isaacson & Co., Llc03-31-2021S&p Mc 400gr Etf409,464Increased8.152.8132,090,000.0017.3678.37Form 13
Tradewinds Capital Management, Llc03-31-2021S&p Mc 400gr Etf52Maintained0.000.004,000.000.0076.92Form 13
Patten Group, Inc.03-31-2021S&p Mc 400gr Etf13,140Maintained0.000.331,030,000.008.5478.39Form 13
Nwam Llc03-31-2021S&p Mc 400gr Etf0Liquidated!-100.000.000.000.000.00Form 13
Cascade Investment Advisors, Inc.03-31-2021S&p Mc 400gr Etf700Maintained0.009.9954,859,000.008.5278,370.00Form 13
Parallel Advisors, Llc03-31-2021Etf5,774Increased0.020.02453,000.008.6378.46Form 13
Relaxing Retirement Coach03-31-2021S&p Mc 400gr Etf3,880Maintained0.000.35304,000.008.5778.35Form 13
Centerpoint Advisors, Llc03-31-2021S&p Mc 400gr Etf97,724Decreased-1.334.507,659,000.007.0778.37Form 13
Winthrop Advisory Group Llc03-31-2021S&p Mc 400gr Etf0Liquidated!-100.000.000.000.000.00Form 13
Hhm Wealth Advisors, Llc03-31-2021S&p Mc 400gr Etf616Maintained0.000.0148,000.009.0977.92Form 13
Joseph P. Lucia & Associates, Llc03-31-2021S&p Mc 400gr Etf136Maintained0.000.0011,000.0010.0080.88Form 13
Cedar Mountain Advisors, Llc03-31-2021S&p Mc 400gr Etf452Maintained0.000.0135,000.006.0677.43Form 13
Tfg Advisers Llc03-31-2021S&p Mc 400gr Etf3,063Increased5.580.12240,000.0014.8378.35Form 13
Central Trust Co03-31-2021Mutual Funds -3,426Increased2.339.99268,000.0010.7478.23Form 13
Bryn Mawr Trust Co03-31-2021Etf-equity551,200Increased7.771.7243,198,000.0016.94235.22Form 13
Heritage Investors Management Corp03-31-2021S&p Mc 400gr Etf2,900Maintained0.000.01227,000.008.6178.28Form 13
Whittier Trust Co03-31-2021Us Mid-cap Equities4,788Maintained0.000.01375,000.008.3878.32Form 13
Kanawha Capital Management Llc03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Whittier Trust Co Of Nevada Inc03-31-2021Us Mid-cap Equities11,860Maintained0.000.05929,000.008.4078.33Form 13
Bank Of Stockton03-31-2021Equities48,994Decreased-35.051.273,839,000.00-29.5278.36Form 13
Montecito Bank & Trust03-31-2021Com10,964Decreased-4.190.18859,000.004.0078.35Form 13
Simplex Trading, Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Cutler Group Lp03-31-2021Call600Decreased-60.000.002,000.00-33.335.00Form 13
Schneider Downs Wealth Management Advisors, Lp03-31-2021S&p Mc 400gr Etf5,432Maintained0.000.10426,000.008.6778.42Form 13
Lejeune Puetz Investment Counsel Llc03-31-2021Equity9,740Maintained0.000.30763,000.008.5378.34Form 13
Pinnacle Bancorp, Inc.03-31-2021S&p Mc 400gr Etf2,608Maintained0.000.10204,000.008.5178.22Form 13
Bedel Financial Consulting, Inc.03-31-2021S&p Mc 400gr Etf604Increased11.030.0247,000.0020.5177.81Form 13
Hardy Reed Llc03-31-2021S&p Mc 400gr Etf5,160Maintained0.000.08404,000.008.3178.29Form 13
Atlas Private Wealth Management03-31-2021Etf12,010Decreased-0.730.60941,000.007.6778.35Form 13
Arkadios Wealth Advisors03-31-2021Etf7,908Increased7.530.10619,000.0016.5778.28Form 13
Ballast Advisors Llc03-31-2021S&p Mc 400gr Etf976Maintained0.000.0476,000.008.5777.87Form 13
Clearview Wealth Advisors Llc03-31-2021Etf737Maintained0.000.0353,000.000.0071.91Form 13
Soa Wealth Advisors, Llc.03-31-2021Etf46,117Decreased-0.911.013,614,000.00-1.6678.37Form 13
Ferguson Wellman Capital Management, Inc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Janney Montgomery Scott Llc03-31-2021Etf/closed End110,654Decreased-29.180.048,672,000.00-23.1578.37Form 13
Dorsey Wright & Associates03-31-2021Com30,785Decreased-4.520.032,413,000.003.6178.38Form 13
Harel Insurance Investments & Financial Services Ltd.03-31-2021S&p Mc 400gr Etf6,400Maintained0.000.031,676,000.0012.79261.88Form 13
Usca Ria Llc03-31-2021S&p Mc 400gr Etf11,100Increased82.810.06870,000.0098.1878.38Form 13
Cwm, Llc03-31-2021S&p Mc 400gr Etf6,374Decreased-13.480.00500,000.00-6.0278.44Form 13
Capital Investment Advisors, Llc03-31-2021S&p Mc 400gr Etf6,190Maintained0.000.02485,000.008.5078.35Form 13
Tarbox Family Office, Inc.03-31-2021S&p Mc 400gr Etf1,560Maintained0.000.02122,000.007.9678.21Form 13
Dynamic Advisor Solutions Llc03-31-2021S&p Mc 400gr Etf3,552Decreased-0.220.03278,000.008.1778.27Form 13
Stratos Wealth Partners, Ltd.03-31-2021S&p Mc 400gr Etf27,278Decreased-0.470.062,138,000.008.0378.38Form 13
Belvedere Trading Llc03-31-2021S&p Mc 400gr Etf0Liquidated!-100.000.000.000.000.00Form 13
Rpg Investment Advisory, Llc03-31-2021S&p Mc 400gr Etf80Maintained0.000.006,000.000.0075.00Form 13
Mosaic Family Wealth, Llc03-31-2021Etf6,176Maintained0.000.14484,000.008.5278.37Form 13
Pfg Advisors03-31-2021S&p Mc 400gr Etf12,864Maintained0.000.131,008,000.008.5078.36Form 13
Ae Wealth Management Llc03-31-2021S&p Mc 400gr Etf5,541Decreased-92.120.00434,000.00-91.4578.33Form 13
Stratos Wealth Advisors, Llc03-31-2021S&p Mc 400gr Etf4,748New!0.000.04372,000.000.0078.35Form 13
Versant Capital Management, Inc03-31-2021Etf152Maintained0.000.0012,000.0020.0078.95Form 13
Venture Visionary Partners Llc03-31-2021S&p Mc 400gr Etf6,898Maintained0.000.05540,000.008.4378.28Form 13
Baron Silver Stevens Financial Advisors, Llc03-31-2021S&p Mc 400gr Etf0Liquidated!-100.000.000.000.000.00Form 13
Highland Capital Management, Llc03-31-2021Com3,877Maintained0.000.02304,000.008.5778.41Form 13
Duncker Streett & Co Inc03-31-2021S&p Mc 400gr Etf1,820Decreased-4.210.03143,000.004.3878.57Form 13
Park Avenue Securities Llc03-31-2021S&p Mc 400gr Etf3,799New!0.000.00298,000.000.0078.44Form 13
Washington Trust Co03-31-2021Msci Emerg Mrkt480Maintained0.000.0037,000.005.71152.50Form 13
Dividend Assets Capital, Llc03-31-2021Etf768Maintained0.000.0160,000.009.0978.12Form 13
J.w. Cole Advisors, Inc.03-31-2021S&p Mc 400gr Etf15,016Decreased-41.720.111,177,000.00-36.7578.38Form 13
Chicago Partners Investment Group Llc03-31-2021S&p Mc 400gr Etf7,433Increased0.040.05620,000.007.0883.41Form 13
Ironwood Financial, Llc03-31-2021S&p Mc 400gr Etf17,756Increased5.700.451,392,000.0014.7678.40Form 13
Moloney Securities Asset Management, Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Peterson Wealth Advisors, Llc03-31-2021S&p Mc 400gr Etf6,790Decreased-7.270.22532,000.000.5778.35Form 13
Csenge Advisory Group03-31-2021S&p Mc 400gr Etf366,882Increased1.533.0229,428,000.0012.7780.21Form 13
Front Row Advisors Llc03-31-2021Etf14,292Decreased-3.720.541,120,000.004.4878.37Form 13
Carmichael Hill & Associates, Inc.03-31-2021S&p Mc 400gr Etf15,546Maintained0.000.671,218,000.008.4678.35Form 13
Firestone Capital Management03-31-2021S&p Mc 400gr Etf316Maintained0.000.0125,000.008.7079.11Form 13
Atlas Private Wealth Advisors03-31-2021Mf Closed And Mf Open200Maintained0.000.0116,000.0014.2980.00Form 13
Sterling Financial Planning, Inc.03-31-2021S&p Mc 400gr Etf112,396Decreased-4.336.288,808,000.003.8178.37Form 13
Us Bancorp \de\03-31-2021Other103,219Increased5.210.028,090,000.0014.18235.16Form 13
Meeder Asset Management Inc03-31-2021S&p Mc 400gr Etf421Maintained0.000.0033,000.000.0078.38Form 13
Davenport & Co Llc03-31-2021S&p Mc 400gr Etf3,564Decreased-0.560.00279,000.007.7278.28Form 13
Comerica Bank03-31-2021Clo21,905Increased0.259.991,814,000.006.58247.65Form 13
Dowling & Yahnke Llc03-31-2021S&p Mc 400gr Etf3,912Decreased-35.450.02307,000.00-29.9178.48Form 13
Dearborn Partners Llc03-31-2021Etf13,301Decreased-2.290.041,042,000.006.0078.34Form 13
Regentatlantic Capital Llc03-31-2021S&p Mc 400gr Etf9,868Maintained0.000.03773,000.008.4278.33Form 13
Modera Wealth Management, Llc03-31-2021S&p Mc 400gr Etf3,548Maintained0.000.02278,000.008.1778.35Form 13
Allworth Financial Lp03-31-2021S&p Mc 400gr Etf396Increased98.000.0031,000.00121.4378.28Form 13
Tci Wealth Advisors, Inc.03-31-2021S&p Mc 400gr Etf2,478Maintained0.000.08194,000.008.3878.29Form 13
First Personal Financial Services03-31-2021S&p Mc 400gr Etf101,759Decreased-6.052.187,975,000.001.9678.37Form 13
Alpha Omega Wealth Management Llc03-31-2021S&p Mc 400gr Etf3,020Maintained0.000.04237,000.008.7278.48Form 13
Legacy Bridge, Llc03-31-2021S&p Mc 400gr Etf1,460Maintained0.000.07114,000.008.5778.08Form 13
Connecticut Wealth Management, Llc03-31-2021S&p Mc 400gr Etf44,541Increased324.000.525,712,000.00568.07128.24Form 13
We Are One Seven, Llc03-31-2021S&p Mc 400gr Etf2,993Decreased-11.530.04234,000.00-4.1078.18Form 13
Maltin Wealth Management, Inc.03-31-2021S&p Mc 400gr Etf14,236Increased5.890.721,116,000.0014.9378.39Form 13
Lws Wealth Advisors, Inc.03-31-2021S&p Mc 400gr Etf10,928Decreased-35.430.39856,000.00-29.9578.33Form 13
Mufg Americas Holdings Corp03-31-2021S&p Mc 400gr Etf65,142Decreased-6.360.095,105,000.001.6178.37Form 13
Sigma Investment Counselors Inc03-31-2021S&p Mc 400gr Etf5,608Decreased-9.660.04439,000.00-2.0178.28Form 13
Thoroughbred Financial Services, Llc03-31-2021S&p Mc 400gr Etf2,821Decreased-5.180.06221,000.003.2778.34Form 13
Norris Perne & French Llp/mi03-31-2021Etf7,008Increased49.230.05549,000.0061.9578.34Form 13
Greenleaf Trust03-31-2021S&p Mc 400gr Etf80,190Decreased-5.250.086,284,000.002.8178.36Form 13
Ifrah Financial Services, Inc.03-31-2021S&p Mc 400gr Etf166,578Decreased-27.623.9313,055,000.00-21.4678.37Form 13
Truepoint, Inc.03-31-2021S&p Mc 400gr Etf8,529Decreased-0.270.04668,000.008.0978.32Form 13
Mechanics Bank Trust Department03-31-2021S&p Mc 400gr Etf93,326Decreased-1.481.267,314,000.006.90156.72Form 13
Signaturefd, Llc03-31-2021S&p Mc 400gr Etf2,467Increased69.200.01193,000.0083.8178.23Form 13
Wealthcare Capital Management Llc03-31-2021Common4,190Decreased-1.550.03328,000.006.8478.28Form 13
Creative Planning03-31-2021S&p Mc 400gr Etf197,192Decreased-1.710.0315,454,000.006.6778.37Form 13
Buckingham Strategic Wealth, Llc03-31-2021S&p Mc 400gr Etf12,038Decreased-32.560.05943,000.00-26.8478.34Form 13
Smith & Howard Wealth Management, Llc03-31-2021S&p Mc 400gr Etf3,276Maintained0.000.13257,000.008.4478.45Form 13
Oakworth Capital, Inc.03-31-2021Mutual Fund/sto8,458Decreased-1.920.08663,000.006.4278.39Form 13
Ifp Advisors, Inc03-31-2021Stock9,549Decreased-81.060.01750,000.00-79.4078.54Form 13
Cornerstone Wealth Management, Llc03-31-2021S&p Mc 400gr Etf4,508Decreased-14.170.04353,000.00-6.8678.31Form 13
Wealthcare Advisory Partners Llc03-31-2021Common1,352New!0.000.01106,000.000.0078.40Form 13
Stordahl Capital Management, Inc.03-31-2021S&p Mc 400gr Etf31,614Decreased-1.491.042,478,000.006.9078.38Form 13
Guidance Point Advisors, Llc03-31-2021S&p Mc 400gr Etf60,842Increased1.001.984,768,000.009.6178.37Form 13
Tcf National Bank03-31-2021Other74,808Decreased-3.210.665,863,000.005.05156.73Form 13
Single Point Partners, Llc03-31-2021S&p Mc 400gr Etf2,586New!0.000.08206,000.000.0079.66Form 13
Key Financial Inc03-31-2021S&p Mc 400gr Etf5,692Increased1.840.29446,000.0010.4078.36Form 13
Inspire Advisors, Llc03-31-2021S&p Mc 400gr Etf0Liquidated!-100.000.000.000.000.00Form 13
Rosenberg Matthew Hamilton03-31-2021S&p Mid-cap 400 Growth Etf256Maintained0.000.0120,000.0011.1178.12Form 13
Jones Financial Companies Lllp03-31-2021Etf167,096Decreased-8.050.0213,110,000.00-0.11156.86Form 13
Centaurus Financial, Inc.03-31-2021S&p Mc 400gr Etf3,035Decreased-68.840.02238,000.00-66.1578.42Form 13
Great Lakes Advisors, Llc03-31-2021Etf98,214Decreased-2.850.127,697,000.005.42156.68Form 13
Raymond James Trust N.a.03-31-2021Etf / Closed En15,563Decreased-3.550.051,220,000.004.72156.89Form 13
Dumont & Blake Investment Advisors Llc03-31-2021Etf30,725Increased3.000.742,408,000.0011.7978.37Form 13
Ironwood Investment Counsel, Llc03-31-2021S&p Mc 400gr Etf2,728New!0.000.06213,000.000.0078.08Form 13
Hanson & Doremus Investment Management03-31-2021Etf396Maintained0.000.0131,000.006.9078.28Form 13
Meridian Investment Counsel Inc.03-31-2021S&p Mc 400gr Etf10,644Maintained0.000.32834,000.008.4578.35Form 13
Sandy Spring Bank03-31-2021S&p Mc 400gr Etf31,299Decreased-4.230.142,453,000.003.90157.18Form 13
Asset Dedication, Llc03-31-2021Etf498Decreased-45.750.0139,000.00-40.9178.31Form 13
Macroview Investment Management Llc03-31-2021S&p Mc 400gr Etf861Increased11.530.1067,000.0019.6477.82Form 13
Acg Wealth03-31-2021S&p Mc 400gr Etf0Liquidated!-100.000.000.000.000.00Form 13
Jnba Financial Advisors03-31-2021S&p Mc 400gr Etf90,505Decreased-1.611.037,093,000.006.7778.37Form 13
Ellevest, Inc.03-31-2021Etf2,415Maintained0.000.02189,000.008.6278.26Form 13
Cnb Bank03-31-2021S&p Mc 400gr Etf2,460Maintained0.000.13193,000.008.4378.46Form 13
Ellis Investment Partners, Llc03-31-2021S&p Mc 400gr Etf14,478Decreased-2.700.321,135,000.005.5878.39Form 13
Hoese & Co Llp03-31-2021Stock Etfs1,380Maintained0.000.13108,000.000.0078.26Form 13
Oxler Private Wealth Llc03-31-2021S&p Mc 400gr Etf0Liquidated!-100.000.000.000.000.00Form 13
Calton & Associates, Inc.03-31-2021S&p Mc 400gr Etf0Liquidated!-100.000.000.000.000.00Form 13
Manchester Financial Inc03-31-2021S&p Mc 400gr Etf380Maintained0.000.0130,000.0011.1178.95Form 13
Security National Trust Co03-31-2021S&p Mc 400gr Etf65,682Increased3.421.225,148,000.0012.23156.81Form 13
Envestnet Asset Management Inc03-31-2021S&p Mc 400gr Etf2,363,903Increased1.970.12185,259,000.0010.6578.37Form 13
Palisade Asset Management, Llc03-31-2021S&p Mc 400gr Etf6,536Maintained0.000.07512,000.008.4778.34Form 13
Savant Capital, Llc03-31-2021S&p Mc 400gr Etf7,358Increased6.890.03577,000.0016.1078.42Form 13
Aft, Forsyth & Company, Inc.03-31-2021Etf22,070Increased0.101.041,730,000.008.6778.39Form 13
Institute For Wealth Management, Llc.03-31-2021S&p Mc 400gr Etf3,624Decreased-4.730.05284,000.003.2778.37Form 13
Community Bank, N.a.03-31-2021Etf/equity7,380Maintained0.000.08578,000.008.44156.65Form 13
Hedeker Wealth, Llc03-31-2021S&p Mc 400gr Etf3,068Decreased-1.920.08240,000.006.6778.23Form 13
Strategiq Financial Group, Llc03-31-2021S&p Mc 400gr Etf18,405Decreased-10.390.301,442,000.00-2.7678.35Form 13
Traynor Capital Management, Inc.03-31-2021S&p Mc 400gr Etf2,814Decreased-8.070.04220,000.00-0.4578.18Form 13
Armor Investment Advisors, Llc03-31-2021S&p Mc 400gr Etf840Maintained0.000.0466,000.008.2078.57Form 13
Sterling Investment Advisors, Ltd.03-31-2021Etf440Maintained0.000.0134,000.006.2577.27Form 13
Ascension Asset Management Llc03-31-2021S&p Mc 400gr Etf0Liquidated!-100.000.000.000.000.00Form 13
Grant Street Asset Management, Inc.03-31-2021S&p Mc 400gr Etf0Liquidated!-100.000.000.000.000.00Form 13
Mount Yale Investment Advisors, Llc03-31-2021S&p Mc 400gr Etf0Liquidated!-100.000.000.000.000.00Form 13
Laurel Wealth Advisors Llc03-31-2021S&p Mc 400gr Etf10,994Increased0.030.21862,000.008.5678.41Form 13
Compton Wealth Advisory Group, Llc03-31-2021S&p Mc 400gr Etf9,710Maintained0.000.44761,000.000.0078.37Form 13
Garrison Point Advisors, Llc03-31-2021S&p Mc 400gr Etf3,500Decreased-1.410.21274,000.007.0378.29Form 13
Outlook Wealth Advisors, Llc03-31-2021Com26,667Decreased-1.300.732,090,000.007.1278.37Form 13
Svb Wealth Advisory, Inc.03-31-2021S&p Mc 400gr Etf3,100Maintained0.000.19242,000.008.0478.06Form 13
Grant/grossmendelsohn, Llc03-31-2021S&p Mc 400gr Etf6,920Maintained0.000.45563,000.006.8381.36Form 13
Acas, Llc03-31-2021S&p Mc 400gr Etf9,422New!0.001.16738,000.000.0078.33Form 13
Commonwealth Equity Services, Llc03-31-2021S&p Mc 400gr Etf539,378Decreased-8.930.1242,271,000.00-1.1778.37Form 13
Inverness Counsel Llc /ny/03-31-2021Conv Bonds5,344Maintained0.000.02419,000.008.5578.41Form 13
Griffin Asset Management, Inc.03-31-2021S&p Mc 400gr Etf6,068Decreased-8.170.06476,000.00-0.2178.44Form 13
Atlantic Union Bankshares Corp03-31-2021Etf3,908Maintained0.000.04306,000.008.51156.20Form 13
Bridges Investment Management Inc03-31-2021Etf6,393Decreased-2.310.01501,000.005.92156.95Form 13
Commerce Bank03-31-2021S&p Mc 400gr Etf37,096Increased10.770.022,907,000.0020.17156.72Form 13
Natixis Advisors, L.p.03-31-2021Tr S&p Mc 400gr Etf20,117Increased11.000.011,576,000.0020.4078.34Form 13
Cadence Bank Na03-31-2021Mutual Fund/sto13,170Decreased-3.170.331,032,000.005.0978.36Form 13
Wade G W & Inc03-31-2021S&p Mc 400gr Etf44,073Increased117.110.183,454,000.00135.6178.37Form 13
Horrell Capital Management, Inc.03-31-2021S&p Mc 400gr Etf1,220Maintained0.000.0496,000.009.0978.69Form 13
Capital Investment Counsel, Inc03-31-2021S&p Mc 400gr Etf392Maintained0.000.0131,000.0010.7179.08Form 13
Endurance Wealth Management, Inc.03-31-2021Etf1,214Decreased-3.960.0195,000.004.4078.25Form 13
Charter Trust Co03-31-2021S&p Mc 400gr Etf14,804Increased80.250.111,160,000.0095.6278.36Form 13
Alliancebernstein L.p.03-31-2021S&p Mc 400gr Etf4,831Increased25.160.00379,000.0035.8478.45Form 13
First National Bank & Trust Co Of Newtown03-31-2021Etf - Equity Mid Cap3,890Decreased-12.780.07305,000.00-5.2878.41Form 13
Meitav Dash Investments Ltd03-31-2021S&p Mc 400gr Etf3,200Decreased-42.860.01249,000.00-38.3777.81Form 13
Sigma Planning Corp03-31-2021Etf71,979Decreased-39.950.185,641,000.00-34.8478.37Form 13
Argi Investment Services, Llc03-31-2021S&p Mc 400gr Etf5,583Increased0.050.02438,000.008.6878.45Form 13
Spectrum Management Group, Llc03-31-2021S&p Mc 400gr Etf5,320Maintained0.000.08417,000.008.5978.38Form 13
Goelzer Investment Management, Inc.03-31-2021S&p Mc 400gr Etf92,207Decreased-3.170.647,226,000.005.0678.37Form 13
Cranbrook Wealth Management, Llc03-31-2021S&p Mc 400gr Etf68,874Decreased-11.131.305,398,000.00-3.5678.38Form 13
Family Firm, Inc.03-31-2021S&p Mc 400gr Etf14,207Maintained0.000.321,113,000.003.1578.34Form 13
Usa Financial Portformulas Corp03-31-2021S&p Mc 400gr Etf0Liquidated!-100.000.000.000.000.00Form 13
Adviceperiod, Llc03-31-2021S&p Mc 400gr Etf4,629Maintained0.000.03363,000.000.0078.42Form 13
Aptus Capital Advisors, Llc03-31-2021S&p Mc 400gr Etf0Liquidated!-100.000.000.000.000.00Form 13
Edmonds Duncan Registered Investment Advisors, Llc03-31-2021Etf14,560Increased0.150.381,141,000.000.4478.37Form 13
Simon Quick Advisors, Llc03-31-2021Exchange Traded Funds668Decreased-5.650.0252,000.001.9677.84Form 13
Marietta Wealth Management, Llc03-31-2021S&o 400 Mdcp Grw11,220Maintained0.000.22879,000.008.5278.34Form 13
Cahaba Wealth Management, Inc.03-31-2021S&p Mc 400gr Etf7,730Decreased-40.570.09605,000.00-40.2878.27Form 13
Altium Wealth Management Llc03-31-2021S&p Mc 400gr Etf4,292Maintained0.000.03336,000.008.3978.29Form 13
Brandywine Oak Private Wealth Llc03-31-2021S&p Mc 400gr Etf13,000Maintained0.000.151,018,000.008.5378.31Form 13
Salomon & Ludwin, Llc03-31-2021Etf335,395Decreased-1.930.7726,285,000.006.4378.37Form 13
Grandview Asset Management Llc03-31-2021S&p Mc 400gr Etf100Increased127.270.2018,000.00500.00180.00Form 13
C-j Advisory, Inc.03-31-2021S&p Mc 400gr Etf8,796Increased0.080.40689,000.008.6878.33Form 13
Avion Wealth03-31-2021S&p Mc 400gr Etf80Maintained0.000.006,000.000.0075.00Form 13
Clifford Swan Investment Counsel Llc03-31-2021S&p Mc 400gr Etf3,248Maintained0.000.01255,000.008.5178.51Form 13
Boston Financial Mangement Llc03-31-2021S&p Mc 400gr Etf4,560Decreased-11.150.02357,000.00-3.7778.29Form 13
D.a. Davidson & Co.03-31-2021S&p Mc 400gr Etf1,187,320Increased0.941.1993,050,000.009.5478.37Form 13
Keybank National Association/oh03-31-2021S&p Mc 40708,106Decreased-1.440.2655,494,000.006.96158.37Form 13
Davidson Trust Co03-31-2021Equities2,919Decreased-37.910.19228,000.00-32.7478.11Form 13
Brighton Jones Llc03-31-2021S&p Mc 400gr Etf3,092Increased10.270.01242,000.0019.2178.27Form 13
Blackrock Inc.03-31-2021S&p Mc 400gr Etf20,945Increased15.950.001,641,000.0025.84233.26Form 13
Mariner, Llc03-31-2021S&p Mc 400gr Etf103,487Increased0.550.068,110,000.009.1178.37Form 13
Choate Investment Advisors03-31-2021S&p Mc 400gr Etf244Maintained0.000.0019,000.005.5677.87Form 13
Mai Capital Management03-31-2021Ez559,610Increased3.590.9843,857,000.0012.4278.37Form 13
Ntv Asset Management Llc03-31-2021S&p Mc 400gr Etf21,890Decreased-0.680.321,716,000.007.7978.39Form 13
Parkside Financial Bank & Trust03-31-2021S&p Mc 400gr Etf1,848Maintained0.000.04145,000.008.21156.93Form 13
Hightower Advisors, Llc03-31-2021S&p Mc 400gr Etf647,432Decreased-12.380.1650,745,000.00-4.8878.38Form 13
Freedom Day Solutions, Llc03-31-2021S&p Mc 400gr Etf4,839Increased4.560.20379,000.0013.4778.32Form 13
Brouwer & Janachowski, Llc03-31-2021S&p Mc 400gr Etf2,560New!0.000.04201,000.000.0078.52Form 13
Corundum Group, Inc.03-31-2021Cs12,228Increased19.650.75958,000.0029.8178.34Form 13
Litman Gregory Asset Management Llc03-31-2021Etf256Maintained0.000.0020,000.0011.1178.12Form 13
Column Capital Advisors, Llc03-31-2021Etf140Maintained0.000.0011,000.0010.0078.57Form 13
Somerset Group Llc03-31-2021Etf15,630Maintained0.000.921,225,000.008.5078.37Form 13
Hochman Cole Investment Advisors, Inc.03-31-2021S&p Mc 400gr Etf14,258Maintained0.000.471,117,000.008.4578.34Form 13
Segment Wealth Management, Llc03-31-2021S&p Mc 400gr Etf31,700Maintained0.000.332,484,000.008.5278.36Form 13
Verity Asset Management, Inc.03-31-2021S&p Mc 400gr Etf0Liquidated!-100.000.000.000.000.00Form 13
Arete Wealth Advisors, Llc03-31-2021S&p Mc 400gr Etf0Liquidated!-100.000.000.000.000.00Form 13
Rkl Wealth Management Llc03-31-2021S&p Mc 400gr Etf13,962Increased3.250.151,094,000.0011.9878.36Form 13
Wilbanks Smith & Thomas Asset Management Llc03-31-2021S&p Mc 400gr Etf7,127Increased6.440.02559,000.0015.5078.43Form 13
Private Management Group Inc03-31-2021S&p Mc 400gr Etf7,376Maintained0.000.03578,000.008.4478.36Form 13
Ballentine Partners, Llc03-31-2021S&p Mc 400gr Etf9,976Maintained0.000.03782,000.008.6178.39Form 13
Amg National Trust Bank03-31-2021S&p Mc 400gr Etf17,613Increased27.700.051,380,000.0038.55158.32Form 13
Tiemann Investment Advisors, Llc03-31-2021Core S&p Scp Etf19,651Increased9.541.062,133,000.0064.58108.54Form 13
First Horizon Advisors, Inc.03-31-2021Common Stock4,485Decreased-0.130.05350,000.008.36235.74Form 13
Nelson, Van Denburg & Campbell Wealth Management Group, Llc03-31-2021Etf19,531Decreased-9.170.161,530,000.00-1.4278.34Form 13
Boston Private Wealth Llc03-31-2021Etf4,780Increased0.080.01375,000.008.7078.45Form 13
River Wealth Advisors Llc03-31-2021S&p Mc 400gr Etf16,548Increased1.180.241,297,000.009.8278.38Form 13
Bergankdv Wealth Management, Llc03-31-2021S&p Mc 400gr Etf2,147Maintained0.000.02168,000.008.3978.25Form 13
Sheaff Brock Investment Advisors, Llc03-31-2021S&p Mc 400gr Etf5,524Maintained0.000.03433,000.008.5278.39Form 13
Jacobi Capital Management Llc03-31-2021S&p Mc 400gr Etf45New!0.000.004,000.000.0088.89Form 13
Asset Planning Services, Ltd.03-31-2021S&p Mc 400gr Etf2,747New!0.000.10215,000.000.0078.27Form 13
Wsfs Capital Management, Llc03-31-2021S&p Mc 400gr Etf20,969Decreased-1.360.811,643,000.007.0478.35Form 13
Berman Capital Advisors, Llc03-31-2021Etf798Increased0.130.0162,000.008.7777.69Form 13
Harborview Advisors, Llc03-31-2021S&p Mc 400gr Etf12,206Decreased-3.020.58957,000.005.2878.40Form 13
Rice Partnership, Llc03-31-2021S&p Mc 400gr Etf957Maintained0.000.0375,000.008.7078.37Form 13
Rockefeller Capital Management L.p.03-31-2021S&p Mc 400gr Etf121,459Decreased-1.290.069,518,000.007.11153.24Form 13
First National Bank Of South Miami03-31-2021Mutual Fund/sto22,710Increased17.641.361,780,000.0027.6978.38Form 13
9258 Wealth Management, Llc03-31-2021Etf13,800Maintained0.000.321,082,000.008.5378.41Form 13
Psi Advisors, Llc03-31-2021S&p Mc 400gr Etf4,523Increased0.020.21354,000.008.5978.27Form 13
Soltis Investment Advisors Llc03-31-2021S&p Mc 400gr Etf22,006Increased92.290.311,725,000.00108.8478.39Form 13
Synovus Financial Corp03-31-2021S&p Mc 400gr Etf4,980Decreased-9.470.00391,000.00-1.26235.39Form 13
Mma Asset Management Llc03-31-2021S&p Mc 400gr Etf59,885Increased4.454.064,693,000.0013.3378.37Form 13