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NewIncreasedMaintainedDecreasedLiquidated
122618425
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
M&r Capital Management Inc03-31-2021Etf100Maintained0.000.0010,000.0025.00100.00Form 13
Thomasville National Bank03-31-2021Exchange Traded Fund8,713Decreased-44.650.10871,000.00-31.9599.97Form 13
First Financial Bank - Trust Division03-31-2021Etf-equity5,477Decreased-0.040.06551,000.0023.54200.65Form 13
Elm Advisors, Llc03-31-2021Etf8,086Increased0.340.51815,000.0024.43100.79Form 13
Fulcrum Equity Management03-31-2021Sp Smcp600vl Etf7,699New!0.000.31776,000.000.00100.79Form 13
Means Investment Co., Inc.03-31-2021Sp Smcp600vl Etf3,552Increased0.140.08358,000.008.16100.79Form 13
Carroll Financial Associates, Inc.03-31-2021Etf952Maintained0.000.0195,000.0023.3899.79Form 13
Uma Financial Services, Inc.03-31-2021Sp Smcp600vl Etf31,352Decreased-6.940.003,201,000.002.89102.10Form 13
Smith Shellnut Wilson Llc /adv03-31-2021Etf1,829Increased45.850.11184,000.0080.39100.60Form 13
Thompson Investment Management, Inc.03-31-2021Com5,091Decreased-4.250.08513,000.0018.75100.77Form 13
Bremer Bank National Association03-31-2021Sp Smcp600vl Etf2,398Decreased-6.690.05241,000.0015.31198.98Form 13
Spotlight Asset Group, Inc.03-31-2021Sp Smcp600vl Etf24,830New!0.000.942,501,000.000.00100.72Form 13
Baldwin Brothers Inc/ma03-31-2021Sp Smcp600vl Etf1,317Increased5.360.02133,000.0030.39100.99Form 13
Financial Advisory Corp /ut/ /adv03-31-2021Sp Smcp600vl Etf44,124Increased20.443.894,445,000.0049.21100.74Form 13
Lvz Advisors, Inc.03-31-2021Sp Smcp600vl Etf0Liquidated!-100.000.000.000.000.00Form 13
Larson Financial Group Llc03-31-2021Sp Smcp600vl Etf34,048Maintained0.000.942,768,000.000.0081.30Form 13
Pacifica Partners Inc.03-31-2021Sp Smcp600vl Etf32Maintained0.000.003,000.000.0093.75Form 13
Parcion Private Wealth Llc03-31-2021Sp Smcp600vl Etf4,800Decreased-62.500.04343,000.00-6.5471.46Form 13
Newman & Schimel, Llc03-31-2021Sp Smcp600vl Etf7,634Increased0.240.51769,000.0024.23100.73Form 13
Courier Capital Llc03-31-2021Sp Smcp600vl Etf12,304Decreased-1.950.131,240,000.0021.57100.78Form 13
Triangle Securities Wealth Management03-31-2021Sp Smcp600vl Etf19,991Decreased-2.430.732,014,000.0020.89100.75Form 13
Cordasco Financial Network03-31-2021Sp Smcp600vl Etf288Maintained0.000.0229,000.0026.09100.69Form 13
Kwmg, Llc03-31-2021Sp Smcp600vl Etf2,419New!0.000.04244,000.000.00100.87Form 13
Domani Wealth, Llc03-31-2021Sp Smcp600vl Etf2,114New!0.000.04213,000.000.00100.76Form 13
First Premier Bank03-31-2021Sp Smcp600vl Etf0Liquidated!-100.000.000.000.000.00Form 13
Regal Wealth Group, Inc.03-31-2021Sp Smcp600vl Etf259Increased0.390.0226,000.0023.81100.39Form 13
Valeo Financial Advisors, Llc03-31-2021Etf2,046Decreased-15.380.01206,000.004.57100.68Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund3,808Decreased-0.940.10384,000.0022.68100.84Form 13
Coastal Investment Advisors, Inc.03-31-2021Sp Smcp600vl Etf5,055Increased13.980.13509,000.0041.00100.69Form 13
Integer Wealth Advisors Group Llc03-31-2021Sp Smcp600vl Etf20,341Increased23.631.122,062,000.0044.30101.37Form 13
Prosperity Planning, Inc.03-31-2021Sp Smcp600vl Etf2,666Decreased-3.120.19269,000.0020.09100.90Form 13
Ironwood Wealth Management, Inc.03-31-2021Sp Smcp600vl Etf150New!0.000.0115,000.000.00100.00Form 13
Huntington National Bank03-31-2021Exchange Traded8,728Decreased-2.890.01879,000.0020.25297.46Form 13
Bft Financial Group, Llc03-31-2021Sp Smcp600vl Etf0Liquidated!-100.000.000.000.000.00Form 13
Atlas Brown,inc.03-31-2021Etf2,120New!0.000.10214,000.000.00100.94Form 13
Norway Savings Bank03-31-2021Sp Smcp600vl Etf36,122Decreased-7.351.913,639,000.0014.79207.40Form 13
Private Wealth Strategies, L.l.c.03-31-2021Sp Smcp600vl Etf4,471Increased0.310.12451,000.0024.59100.87Form 13
Iron Horse Wealth Management, Llc03-31-2021Sp Smcp600vl Etf1Maintained0.000.000.000.000.00Form 13
Gofen & Glossberg Llc /il/03-31-2021Com6,312Maintained0.000.02636,000.0023.98100.76Form 13
First Citizens Bank & Trust Co03-31-2021Sp Smcp600vl Etf2,322New!0.000.01234,000.000.00100.78Form 13
Country Club Trust Company, N.a.03-31-2021Sp Smcp600vl Etf18,416Decreased-0.880.171,858,000.0023.29202.78Form 13
Advisornet Financial, Inc03-31-2021Etf19,333Decreased-9.070.141,948,000.0012.67100.76Form 13
Fdx Advisors, Inc.03-31-2021Etf2,016Increased893.100.01203,000.00-89.93100.69Form 13
Polianta Ltd03-31-2021Etp120,100Decreased-21.556.7112,098,000.00-2.81100.73Form 13
Ullmann Financial Group, Inc.03-31-2021Etf24,222Decreased-3.601.092,440,000.0019.43100.73Form 13
Global Trust Asset Management, Llc03-31-2021Sp Smcp600vl Etf3,595Maintained0.000.20362,000.0023.97100.70Form 13
Sound Income Strategies, Llc03-31-2021Sp Smcp600vl Etf103Maintained0.000.0010,399,000.00129,887.50100,961.17Form 13
Johnson Midwest Financial, Llc03-31-2021Sp Smcp600vl Etf148,540Increased618816.679.9914,964,000.00748,100.00100.74Form 13
Global Retirement Partners, Llc03-31-2021Sp Smcp600vl Etf1,071Decreased-5.560.01108,000.0017.39100.84Form 13
Nachman Norwood & Parrott, Inc03-31-2021Sp Smcp600vl Etf13,428Decreased-0.470.151,353,000.0023.34100.76Form 13
Canton Hathaway, Llc03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Baldrige Asset Management Llc03-31-2021Sp Smcp600vl Etf34,027Decreased-6.351.873,428,000.0016.05100.74Form 13
N.e.w. Advisory Services Llc03-31-2021Sp Smcp600vl Etf2,010Decreased-39.460.04205,000.00-23.79101.99Form 13
Soundmark Wealth Management, Llc03-31-2021Sp Smcp600vl Etf87,117Decreased-2.064.818,778,000.0021.38100.76Form 13
Planning Alternatives Ltd /adv03-31-2021Sp Smcp600vl Etf11,024Maintained0.000.191,111,000.0024.00100.78Form 13
Signature Estate & Investment Advisors Llc03-31-2021Sp Smcp600vl Etf12,354Decreased-15.600.061,244,000.004.45201.36Form 13
Mcdonald Partners Llc03-31-2021Sp Smcp600vl Etf2,535Increased0.160.05255,000.0023.79100.59Form 13
Juncture Wealth Strategies, Llc03-31-2021Sp Smcp600vl Etf43,733Increased20.062.784,411,000.0048.92100.86Form 13
Crescent Capital Consulting, Llc03-31-2021Exchange Traded Fund41,471Increased30.920.834,180,000.0062.5210,893.79Form 13
Atticus Wealth Management, Llc03-31-2021Sp Smcp600vl Etf333Maintained0.000.0234,000.0025.93102.10Form 13
Apella Capital, Llc03-31-2021Sp Smcp600vl Etf5,910Decreased-1.120.19595,000.0022.43100.68Form 13
Pbmares Wealth Management Llc03-31-2021Sp Smcp600vl Etf16,361Decreased-8.311.351,648,000.0013.58100.73Form 13
Wealth Management Partners, Llc03-31-2021Sp Smcp600vl Etf13,913Decreased-7.201.051,404,000.004.70100.91Form 13
Allegiant Private Advisors, Llc03-31-2021Sp Smcp600vl Etf9,745Increased5.020.18982,000.0030.07100.77Form 13
City Holding Co03-31-2021Mutual Funds-small Cap7,125Maintained0.000.14718,000.0024.01100.77Form 13
Umb Bank N A/mo03-31-2021Common93,349Increased17.020.239,404,000.0044.99201.45Form 13
Burns J W & Co Inc/ny03-31-2021Com62,419Increased104.751.066,288,000.00153.65100.74Form 13
Trust Co Of Vermont03-31-2021Com1,546Maintained0.000.01156,000.0023.81100.91Form 13
Country Trust Bank03-31-2021Etf - Equity1,683Increased15.750.01170,000.0044.07101.01Form 13
Harbor Investment Advisory, Llc03-31-2021Etf116Maintained0.000.0012,000.0033.33103.45Form 13
Next Financial Group, Inc03-31-2021Sp Smcp600vl Etf19,553Increased12.210.171,969,000.0038.96195.06Form 13
Bogart Wealth, Llc03-31-2021Etf52New!0.000.005,000.000.0096.15Form 13
Stewardship Financial Advisors, Llc03-31-2021Sp Smcp600vl Etf30New!0.000.003,000.000.00100.00Form 13
Hya Advisors, Inc03-31-2021Etf13,721Increased7.050.651,382,000.0032.63100.72Form 13
Pinnacle Financial Partners Inc03-31-2021Sp Smcp600vl Etf63,048Decreased-2.410.286,249,000.0016.24292.31Form 13
Liberty Capital Management, Inc.03-31-2021Sp Smcp600vl Etf41,235Decreased-4.551.434,154,000.0018.25100.74Form 13
Barnett & Company, Inc.03-31-2021Sp Smcp600vl Etf1,664Decreased-55.860.09168,000.00-45.10100.96Form 13
Bartlett & Co. Llc03-31-2021Etf3,294Maintained0.000.01332,000.0023.88100.79Form 13
Rfg Advisory, Llc03-31-2021Sp Smcp600vl Etf0Liquidated!-100.000.000.000.000.00Form 13
Adviceperiod, Llc03-31-2021Sp Smcp600vl Etf17,555Decreased-12.870.142,000.00-99.880.11Form 13
Sugarloaf Wealth Management, Llc03-31-2021Sp Smcp600vl Etf1Decreased-97.960.005,000.0025.005,000.00Form 13
Heartwood Wealth Advisors Llc03-31-2021Etf193,571Decreased-10.793.1319,500,000.0010.53100.74Form 13
Aurora Private Wealth, Inc.03-31-2021Sp Smcp600vl Etf13,661Increased29.350.571,376,000.0060.19100.72Form 13
International Assets Investment Management, Llc03-31-2021Sp Smcp600vl Etf4,079Increased97.530.04440,000.00113.59215.95Form 13
Mtm Investment Management, Llc03-31-2021Sp Smcp600vl Etf90Maintained0.000.019,000.0028.57100.00Form 13
David J Yvars Group03-31-2021Sp Smcp600vl Etf11,721Increased152.660.751,182,000.00213.53100.84Form 13
Galvin, Gaustad & Stein, Llc03-31-2021Sp Smcp600vl Etf2,756Decreased-25.850.03278,000.00-7.95100.87Form 13
Creative Financial Designs Inc /adv03-31-2021Etf1,822Increased93.420.04184,000.0060.00100.99Form 13
Pacific Financial Group Inc03-31-2021Sp Smcp600vl Etf16,132Decreased-2.191.311,625,000.0021.18100.73Form 13
Bangor Savings Bank03-31-2021Other10,927Decreased-6.970.131,101,000.0015.29100.76Form 13
Busey Wealth Management03-31-2021Etf-equity4,806Maintained0.000.02484,000.0023.79201.48Form 13
Piershale Financial Group, Inc.03-31-2021Sp Smcp600vl Etf290,249New!0.009.9929,240,000.000.00100.74Form 13
Private Ocean, Llc03-31-2021Etf1,770Decreased-0.060.03178,000.0023.61100.56Form 13
Gemmer Asset Management Llc03-31-2021Etf748Maintained0.000.0175,000.0022.95100.27Form 13
V Wealth Advisors Llc03-31-2021Sp Smcp600vl Etf24,255New!0.000.452,444,000.000.00202.06Form 13
Personal Wealth Partners03-31-2021Sp Smcp600vl Etf9,685Decreased-8.630.44976,000.0013.23100.77Form 13
Market Street Wealth Management Advisors Llc03-31-2021Sp Smcp600vl Etf47,689Decreased-7.482.844,804,000.0014.63100.74Form 13
Great Valley Advisor Group, Inc.03-31-2021Sp Smcp600vl Etf9,842Decreased-0.160.10991,000.0023.57100.69Form 13
Hubbell Strickland Wealth Management, Llc03-31-2021Sp Smcp600vl Etf7,401Increased0.160.48746,000.0024.13100.80Form 13
Lifesteps Financial, Inc.03-31-2021Sp Smcp600vl Etf21,911Decreased-0.471.842,207,000.0023.30100.73Form 13
Wny Asset Management, Llc03-31-2021Sp Smcp600vl Etf5,029New!0.000.20507,000.000.00100.82Form 13
Cordant, Inc.03-31-2021Sp Smcp600vl Etf1,031Decreased-8.760.07104,000.0013.04100.87Form 13
Financial Planning & Information Services, Inc.03-31-2021Sp Smcp600vl Etf32,071Decreased-10.150.993,231,000.0011.34100.75Form 13