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NewIncreasedMaintainedDecreasedLiquidated
84524496
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Thomasville National Bank03-31-2021Exchange Traded Fund8,641Increased45.320.10832,000.009.3396.29Form 13
Carroll Financial Associates, Inc.03-31-2021Etf2,227Increased0.320.02314,000.0010.56141.00Form 13
Uma Financial Services, Inc.03-31-2021S&p 500 Val Etf3,952Increased0.480.00567,000.007.59143.47Form 13
Smith Shellnut Wilson Llc /adv03-31-2021Etf359Decreased-90.560.0351,000.00-89.53142.06Form 13
Thompson Investment Management, Inc.03-31-2021Com6,426Increased3.180.14908,000.0013.93141.30Form 13
Sowa Financial Group, Inc.03-31-2021S&p 500 Val Etf1,953Maintained0.000.19276,000.0010.40141.32Form 13
Spotlight Asset Group, Inc.03-31-2021S&p 500 Val Etf83,180Decreased-8.054.4211,748,000.001.45141.24Form 13
Baldwin Brothers Inc/ma03-31-2021S&p 500 Val Etf2,273Decreased-7.300.04321,000.002.23141.22Form 13
Lvz Advisors, Inc.03-31-2021S&p 500 Val Etf448,949Increased20.389.8063,410,000.0032.81141.24Form 13
Ironwood Wealth Management, Llc.03-31-2021Etf243Maintained0.000.0234,000.009.68139.92Form 13
Murphy, Middleton, Hinkle & Parker, Inc.03-31-2021S&p 500 Val Etf4,833Decreased-6.360.40683,000.003.33141.32Form 13
Larson Financial Group Llc03-31-2021S&p 500 Val Etf3,664Decreased-0.270.16469,000.00-0.21128.00Form 13
Old Port Advisors03-31-2021S&p 500 Val Etf4,041Decreased-6.520.22571,000.004.58141.30Form 13
Courier Capital Llc03-31-2021S&p 500 Val Etf325,089Increased0.644.6445,916,000.0011.04141.24Form 13
Acorn Financial Advisory Services Inc /adv03-31-2021S&p 500 Val Etf0Liquidated!-100.000.000.000.000.00Form 13
Acropolis Investment Management, Llc03-31-2021S&p 500 Val Etf59,229Decreased-5.030.858,365,000.004.77141.23Form 13
Calamos Wealth Management Llc03-31-2021S&p 500 Val Etf50,274Maintained0.000.597,101,000.0010.33141.25Form 13
Carnegie Capital Asset Management, Llc03-31-2021S&p 500 Val Etf2,693Maintained0.000.02380,000.0010.14141.11Form 13
Addison Capital Co03-31-2021Com2,110Maintained0.000.17298,000.0010.37141.23Form 13
Kwmg, Llc03-31-2021S&p 500 Val Etf97,336Decreased-12.732.1913,748,000.00-3.72141.24Form 13
Domani Wealth, Llc03-31-2021S&p 500 Val Etf8,570Maintained0.000.231,210,000.0010.30141.19Form 13
Regal Wealth Group, Inc.03-31-2021S&p 500 Val Etf12,517Decreased-8.381.041,768,000.001.09141.25Form 13
Highland Private Wealth Management03-31-2021S&p 500 Val Etf3,360Decreased-4.220.08475,000.005.79141.37Form 13
Trilogy Capital Inc.03-31-2021S&p 500 Val Etf27,654New!0.000.303,906,000.000.00141.25Form 13
Valeo Financial Advisors, Llc03-31-2021Etf9,170Maintained0.000.061,295,000.0010.31141.22Form 13
Clarus Wealth Advisors03-31-2021S&p 500 Val Etf16,521Increased17.609.992,379,000.0029.01144.00Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund2,804Maintained0.000.10396,000.0010.31141.23Form 13
Farmers & Merchants Trust Co Of Long Beach03-31-2021S&p 500 Val Etf6,287Maintained0.000.30888,000.0010.31141.24Form 13
Coastal Investment Advisors, Inc.03-31-2021S&p 500 Val Etf7,048Increased178.360.26995,000.00207.10141.17Form 13
Astoria Strategic Wealth, Inc.03-31-2021S&p 500 Val Etf33,996Increased5.062.454,802,000.0015.91141.25Form 13
Platte River Wealth Advisors, Llc03-31-2021S&p 500 Val Etf74,424Increased14.794.4010,658,000.0025.21143.21Form 13
Integer Wealth Advisors Group Llc03-31-2021S&p 500 Val Etf57,659Increased143.344.528,304,000.00169.35144.02Form 13
Veracity Capital Llc03-31-2021S&p 500 Val Etf2,851Increased5.750.16403,000.0016.81141.35Form 13
Prosperity Planning, Inc.03-31-2021S&p 500 Val Etf48,968Increased15.304.916,916,000.0027.20141.24Form 13
Ironwood Wealth Management, Inc.03-31-2021S&p 500 Val Etf80,858Increased124.609.0311,420,000.00147.78141.24Form 13
Huntington National Bank03-31-2021Exchange Traded566,810Decreased-6.070.9780,056,000.003.63282.46Form 13
Bft Financial Group, Llc03-31-2021S&p 500 Val Etf20,569Decreased-0.170.822,905,000.0010.12141.23Form 13
West Oak Capital, Llc03-31-2021Com3,530Increased23.640.21499,000.0036.71141.36Form 13
Atlas Brown,inc.03-31-2021Etf3,485Increased24.460.23492,000.0037.43141.18Form 13
Norway Savings Bank03-31-2021S&p 500 Val Etf9,639Decreased-10.590.721,361,000.00-1.38141.20Form 13
Hudson Capital Management Llc03-31-2021S&p 500 Val Etf30,095Decreased-5.551.824,251,000.005.35141.25Form 13
Chicago Capital, Llc03-31-2021S&p 500 Val Etf7,031Decreased-15.060.04993,000.00-6.32141.23Form 13
Hilltop Wealth Advisors, Llc03-31-2021S&p 500 Val Etf35,524Increased0.363.845,017,000.0010.70141.23Form 13
Carl P. Sherr & Co., Llc03-31-2021S&p 500 Val Etf7,694Decreased-0.800.821,087,000.009.47141.28Form 13
Intelligence Driven Advisers, Llc03-31-2021S&p 500 Val Etf20,767Decreased-0.300.662,933,000.009.97141.23Form 13
4j Wealth Management Llc03-31-2021S&p 500 Val Etf2,876Decreased-7.790.38406,000.001.75141.17Form 13
Gofen & Glossberg Llc /il/03-31-2021Com6,428Maintained0.000.02908,000.0010.33141.26Form 13
Welch & Forbes Llc03-31-2021S&p 500 Val Etf2,810Maintained0.000.01397,000.0010.28141.28Form 13
First Citizens Bank & Trust Co03-31-2021S&p 500 Val Etf20,296Decreased-4.870.142,867,000.004.98141.26Form 13
Farmers & Merchants Investments Inc03-31-2021S&p 500 Val Etf9,047Decreased-0.770.061,278,000.009.51141.26Form 13
Country Club Trust Company, N.a.03-31-2021S&p 500 Val Etf16,760Decreased-2.130.222,379,000.009.38141.95Form 13
Advisornet Financial, Inc03-31-2021Etf35,677Decreased-0.670.365,039,000.009.59141.24Form 13
Cardinal Capital Management, Inc.03-31-2021Com586Decreased-79.580.0083,000.00-77.38141.64Form 13
Westside Investment Management, Inc.03-31-2021Com107New!0.000.0415,000.000.00140.19Form 13
Taylor, Cottrill, Erickson & Associates, Inc.03-31-2021Common3,611Maintained0.000.08510,000.0010.39141.24Form 13
Polianta Ltd03-31-2021Etp90,900Decreased-6.487.1212,838,000.003.17141.23Form 13
Sound Income Strategies, Llc03-31-2021S&p 500 Val Etf4Maintained0.000.00587,000.0058,600.00146,750.00Form 13
Global Retirement Partners, Llc03-31-2021S&p 500 Val Etf6,026Increased91.480.10851,000.00111.17141.22Form 13
Nachman Norwood & Parrott, Inc03-31-2021S&p 500 Val Etf31,428Decreased-2.340.484,439,000.007.74282.97Form 13
Canton Hathaway, Llc03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Baldrige Asset Management Llc03-31-2021S&p 500 Val Etf9,935Decreased-1.560.771,403,000.008.59141.22Form 13
Private Capital Management Llc03-31-2021S&p 500 Val Etf2,957Increased0.100.22418,000.0011.47141.36Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open1,578Decreased-4.880.11223,000.005.19141.32Form 13
Cva Family Office, Llc03-31-2021S&p 500 Val Etf167Decreased-60.610.0124,000.00-55.56143.71Form 13
Powell Investment Advisors, Llc03-31-2021S&p 500 Val Etf119,132Increased3.559.9916,826,000.0014.24141.24Form 13
N.e.w. Advisory Services Llc03-31-2021S&p 500 Val Etf14,964Decreased-31.710.402,126,000.00-24.34142.07Form 13
Praetorian Wealth Management, Inc.03-31-2021Etf220,167Increased4.139.9931,096,000.0014.89141.24Form 13
Soundmark Wealth Management, Llc03-31-2021S&p 500 Val Etf43,588Maintained0.003.386,157,000.0010.34141.25Form 13
Blossom Wealth Management03-31-2021S&p 500 Val Etf2,044New!0.003.36289,000.000.00141.39Form 13
Stock Yards Bank & Trust Co03-31-2021Mutual Funds -3,067Maintained0.000.03433,000.000.00282.62Form 13
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma03-31-2021Equity Mutual F6,728Increased26.280.01950,000.0039.30141.20Form 13
Optimum Investment Advisors03-31-2021S&p 500 Val Etf450Maintained0.000.0264,000.0010.34142.22Form 13
Inspirion Wealth Advisors, Llc03-31-2021S&p 500 Val Etf6,457Decreased-0.350.24912,000.009.88141.24Form 13
Etf Portfolio Partners, Inc.03-31-2021Etf58,576Increased0.613.668,273,000.0010.99141.24Form 13
Crescent Capital Consulting, Llc03-31-2021Exchange Traded Fund54,909Increased22.031.667,754,000.0034.7114,858.27Form 13
Yorkbridge Wealth Partners, Llc03-31-2021Etf9,169Maintained0.000.381,295,000.0010.31141.24Form 13
Prism Advisors, Inc.03-31-2021S&p 500 Val Etf4,868Maintained0.000.25688,000.0010.43141.33Form 13
Rainey & Randall Investment Management Inc.03-31-2021S&p 500 Val Etf2,431Increased21.670.19343,000.0034.51141.09Form 13
Gps Wealth Strategies Group, Llc03-31-2021Mf Closed And Mf Open58New!0.000.008,000.000.00137.93Form 13
Cx Institutional03-31-2021Etp32,994Increased571.840.424,660,000.00640.86141.24Form 13
Atticus Wealth Management, Llc03-31-2021S&p 500 Val Etf263Decreased-7.720.0237,000.000.00140.68Form 13
Allegiant Private Advisors, Llc03-31-2021S&p 500 Val Etf199,086Decreased-6.835.1328,119,000.002.79141.24Form 13
First Financial Corp /in/03-31-2021Etf Equity0Liquidated!-100.000.000.000.000.00Form 13
First Midwest Bank Trust Division03-31-2021S&p 500 Val Etf17,516Decreased-62.400.342,474,000.00-58.52282.28Form 13
Umb Bank N A/mo03-31-2021Common140,087Increased2.930.4919,786,000.0013.56282.43Form 13
Trust Co Of Vermont03-31-2021Com1,103Decreased-25.870.01156,000.00-17.89141.43Form 13
Country Trust Bank03-31-2021Etf - Equity1,877Maintained0.000.01265,000.0010.42141.18Form 13
Harbor Investment Advisory, Llc03-31-2021Etf4,414Increased51.420.09623,000.0067.02141.14Form 13
Next Financial Group, Inc03-31-2021S&p 500 Val Etf35,600Decreased-3.630.455,028,000.006.30281.93Form 13
Tpg Financial Advisors, Llc03-31-2021S&p 500 Val Etf3,542Maintained0.000.30500,000.0010.38141.16Form 13
Bogart Wealth, Llc03-31-2021Etf346Increased1135.710.0149,000.001,533.33141.62Form 13
Stewardship Financial Advisors, Llc03-31-2021S&p 500 Val Etf0Liquidated!-100.000.000.000.000.00Form 13
Provident Wealth Management, Llc03-31-2021S&p 500 Val Etf1,010Decreased-40.450.16143,000.00-34.10141.58Form 13
Alhambra Investment Partners Llc03-31-2021S&p 500 Val Etf7,643Increased16.400.871,079,000.0028.30141.17Form 13
Sterling Investment Advisors Llc /adv03-31-2021S&p 500 Val Etf72,723Increased0.856.5110,271,000.0011.27141.23Form 13
Appleton Partners Inc/ma03-31-2021Etf1,624Maintained0.000.02229,000.0010.10141.01Form 13
Pinnacle Financial Partners Inc03-31-2021S&p 500 Val Etf37,102Increased1.910.235,177,000.0012.86410.53Form 13
Wbh Advisory Inc03-31-2021S&p 500 Val Etf3,231Increased1.100.07456,000.008.06141.13Form 13
Sabal Trust Co03-31-2021S&p 500 Val Etf2,092Maintained0.000.02295,000.0010.07141.01Form 13
North Star Investment Management Corp.03-31-2021Etf125,304Decreased-0.981.6717,698,000.009.25141.24Form 13
Arlington Partners Llc03-31-2021Com18,068Increased20.220.932,552,000.0032.64141.24Form 13
Bartlett & Co. Llc03-31-2021Etf44,369Decreased-4.970.136,267,000.004.85141.25Form 13
Polaris Wealth Advisory Group, Llc03-31-2021S&p 500 Val Etf199,813Increased32.281.8428,777,000.0045.18144.02Form 13
Adviceperiod, Llc03-31-2021S&p 500 Val Etf104,074Decreased-7.521.0815,000.00-99.900.14Form 13
Sugarloaf Wealth Management, Llc03-31-2021S&p 500 Val Etf1,020Decreased-28.620.05182,000.00-0.55178.43Form 13
Wealth Advisors Of Tampa Bay, Llc03-31-2021S&p 500 Val Etf1,470New!0.000.12208,000.000.00141.50Form 13
Aurora Private Wealth, Inc.03-31-2021S&p 500 Val Etf4,649Maintained0.000.27657,000.0010.42141.32Form 13
International Assets Investment Management, Llc03-31-2021S&p 500 Val Etf9,690Increased108.570.121,307,000.00119.66269.23Form 13
Galvin, Gaustad & Stein, Llc03-31-2021S&p 500 Val Etf3,275Increased20.010.05463,000.0032.66141.37Form 13
Sym Financial Corp03-31-2021S&p 500 Val Etf0Liquidated!-100.000.000.000.000.00Form 13
Creative Financial Designs Inc /adv03-31-2021Etf1,417Increased18.980.04200,000.0049.25141.14Form 13
Peoples Bank /oh03-31-2021Mutual Funds -9,150Increased3.160.701,292,000.0013.73141.20Form 13
Cabot Wealth Management Inc03-31-2021S&p 500 Val Etf3,387Decreased-4.590.07478,000.005.05141.13Form 13
Pacific Financial Group Inc03-31-2021S&p 500 Val Etf28,586Increased3.123.264,038,000.0013.78141.26Form 13
Lbmc Investment Advisors, Llc03-31-2021Com45,788Increased10.120.686,467,000.0021.49141.24Form 13
Telemus Capital, Llc03-31-2021S&p 500 Val Etf15,213Decreased-0.650.152,183,000.0011.38143.50Form 13
Private Ocean, Llc03-31-2021Etf100Maintained0.000.0014,000.007.69140.00Form 13
Gemmer Asset Management Llc03-31-2021Etf3,525Increased2.920.08498,000.0013.70141.28Form 13
Intersect Capital Llc03-31-2021S&p 500 Val Etf1,862New!0.000.05263,000.000.00141.25Form 13
Johanson Financial Advisors, Inc.03-31-2021S&p 500 Val Etf42,924Decreased-0.032.266,185,000.0012.52144.09Form 13
First Command Bank03-31-2021S&p 500 Val Etf79New!0.001.8111,000.000.00139.24Form 13
First Command Financial Services, Inc.03-31-2021S&p 500 Val Etf79New!0.000.0011,000.000.00139.24Form 13
First Command Advisory Services, Inc.03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Evolution Wealth Advisors, Llc03-31-2021S&p 500 Val Etf18,820Decreased-2.690.592,658,000.007.35141.23Form 13
Personal Wealth Partners03-31-2021S&p 500 Val Etf28,308Decreased-46.351.803,998,000.00-40.81141.23Form 13
Market Street Wealth Management Advisors Llc03-31-2021S&p 500 Val Etf25,973Decreased-0.502.173,668,000.009.75141.22Form 13
Great Valley Advisor Group, Inc.03-31-2021S&p 500 Val Etf10,450Increased8.170.141,476,000.0019.32141.24Form 13
Beacon Financial Advisory Llc03-31-2021S&p 500 Val Etf4,784Increased144.210.39676,000.00170.40141.30Form 13
Klaas Financial Asset Advisors, Llc03-31-2021Exchange Traded Fund16,744Decreased-32.100.662,365,000.00-25.09141.24Form 13
Falcon Wealth Planning03-31-2021S&p 500 Val Etf11,485Decreased-1.030.791,622,000.009.15141.23Form 13
Alta Wealth Advisors Llc03-31-2021S&p 500 Val Etf5,434Increased151.810.64767,000.00177.90141.15Form 13
Toth Financial Advisory Corp03-31-2021S&p 500 Val Etf71Decreased-31.070.0010,000.00-23.08140.85Form 13