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NewIncreasedMaintainedDecreasedLiquidated
1157424912
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
M&r Capital Management Inc03-31-2021Etf1,892Increased77.990.07286,000.0097.24151.16Form 13
Thomasville National Bank03-31-2021Exchange Traded Fund8,483Increased7.120.10841,000.00-22.3599.14Form 13
Confluence Investment Management Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Fc Advisory Llc03-31-2021Rus 1000 Val Etf40,270Decreased-5.882.976,103,000.004.32151.55Form 13
Security National Bank03-31-2021Exchange Traded Fund1,343New!0.000.06204,000.000.00151.90Form 13
Fulton Bank, N.a.03-31-2021Rus 1000 Val Etf111,068Decreased-1.390.8516,832,000.009.30303.14Form 13
Chesley Taft & Associates Llc03-31-2021Etf2,904Increased82.760.03448,000.00106.45154.27Form 13
Private Trust Co Na03-31-2021Equities14,039Increased0.050.002,127,000.0010.90151.51Form 13
Carroll Financial Associates, Inc.03-31-2021Etf12,277Increased1.100.111,860,000.0012.05151.50Form 13
Ellenbecker Investment Group03-31-2021Rus 1000 Val Etf41,525Decreased-43.482.216,293,000.00-37.36151.55Form 13
Uma Financial Services, Inc.03-31-2021Rus 1000 Val Etf0Liquidated!-100.000.000.000.000.00Form 13
Bremer Bank National Association03-31-2021Rus 1000 Val Etf2,625Maintained0.000.09398,000.0010.86151.62Form 13
Sowa Financial Group, Inc.03-31-2021Rus 1000 Val Etf0Liquidated!-100.000.000.000.000.00Form 13
Spotlight Asset Group, Inc.03-31-2021Rus 1000 Val Etf3,086Maintained0.000.18468,000.0010.90151.65Form 13
Echo Wealth Management, Llc03-31-2021Rus 1000 Val Etf7,197Decreased-17.891.371,091,000.00-8.93151.59Form 13
Summit Financial Group, Inc.03-31-2021Rus 1000 Val Etf2,450New!0.000.15371,000.000.00151.43Form 13
Baldwin Brothers Inc/ma03-31-2021Rus 1000 Val Etf1,107Increased121.400.02168,000.00147.06151.76Form 13
Churchill Management Corp03-31-2021Com98,173Decreased-0.590.2414,878,000.0010.18151.55Form 13
Trust Co03-31-2021Rus 1000 Val Etf102Decreased-57.320.0115,000.00-54.55147.06Form 13
Larson Financial Group Llc03-31-2021Rus 1000 Val Etf8,949Maintained0.000.421,224,000.000.00136.78Form 13
Strategic Wealth Management Group, Llc03-31-2021Rus 1000 Val Etf1,788Decreased-10.470.10271,000.00-0.73151.57Form 13
Kmg Fiduciary Partners, Llc03-31-2021Rus 1000 Val Etf0Liquidated!-100.000.000.000.000.00Form 13
Pacifica Partners Inc.03-31-2021Rus 1000 Val Etf774New!0.000.10119,000.000.00153.75Form 13
Nbt Bank N A /ny03-31-2021Com1,375New!0.000.03208,000.000.00151.27Form 13
Courier Capital Llc03-31-2021Rus 1000 Val Etf5,126Decreased-2.060.08777,000.008.52151.58Form 13
Acropolis Investment Management, Llc03-31-2021Rus 1000 Val Etf23,251Decreased-0.340.363,524,000.0010.47151.56Form 13
Calamos Wealth Management Llc03-31-2021Rus 1000 Val Etf3,897Increased3.730.05591,000.0014.98151.66Form 13
Carnegie Capital Asset Management, Llc03-31-2021Rus 1000 Val Etf2,771Increased8.030.02420,000.0019.66151.57Form 13
Triangle Securities Wealth Management03-31-2021Rus 1000 Val Etf2,522Decreased-0.280.14382,000.0010.40151.47Form 13
Domani Wealth, Llc03-31-2021Rus 1000 Val Etf85,261Increased10.162.4912,921,000.0022.09151.55Form 13
First Premier Bank03-31-2021Rus 1000 Val Etf1,844Maintained0.000.10280,000.0011.11305.49Form 13
Regal Wealth Group, Inc.03-31-2021Rus 1000 Val Etf156,267Increased0.849.9923,682,000.0011.77151.55Form 13
Harbour Capital Advisors, Llc03-31-2021Rus 1000 Val Etf32,215Decreased-3.591.444,882,000.0097,540.00151.54Form 13
Hms Capital Management, Llc03-31-2021Rus 1000 Val Etf37,801New!0.002.435,729,000.000.00151.56Form 13
Legacy Advisors, Llc03-31-2021Rus 1000 Val Etf2,200Maintained0.000.15333,000.0010.63151.36Form 13
Valeo Financial Advisors, Llc03-31-2021Etf458,735Increased0.253.2269,521,000.0011.11151.55Form 13
Monument Capital Management03-31-2021Rus 1000 Val Etf17,217Decreased-0.061.052,609,000.0010.74151.54Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund13,222Decreased-39.120.502,004,000.00-32.50151.57Form 13
Farmers & Merchants Trust Co Of Long Beach03-31-2021Rus 1000 Val Etf6,896Decreased-2.940.351,045,000.007.62151.54Form 13
Coastal Investment Advisors, Inc.03-31-2021Rus 1000 Val Etf18,519Increased86.380.742,807,000.00106.55151.57Form 13
Astoria Strategic Wealth, Inc.03-31-2021Rus 1000 Val Etf33,555Decreased-0.502.595,085,000.0010.28151.54Form 13
Platte River Wealth Advisors, Llc03-31-2021Rus 1000 Val Etf49,332Increased10.493.147,601,000.0020.71154.08Form 13
Integer Wealth Advisors Group Llc03-31-2021Rus 1000 Val Etf43,359Decreased-23.653.666,713,000.00-15.24154.82Form 13
Veracity Capital Llc03-31-2021Rus 1000 Val Etf3,820Increased8.580.23579,000.0020.37151.57Form 13
Hemington Wealth Management03-31-2021Rus 1000 Val Etf4,206Increased11.270.27637,000.0023.21151.45Form 13
Phoenix Wealth Advisors03-31-2021Rus 1000 Val Etf297Increased43.480.0445,000.0060.71151.52Form 13
Prosperity Planning, Inc.03-31-2021Rus 1000 Val Etf11,821Decreased-2.741.271,792,000.007.82151.59Form 13
Huntington National Bank03-31-2021Exchange Traded10,841Increased34.540.021,643,000.0049.09303.41Form 13
Atlas Brown,inc.03-31-2021Etf14,819Increased4.291.062,246,000.0015.59151.56Form 13
Perkins Coie Trust Co03-31-2021Equity - Etf125Maintained0.000.0019,000.0011.76152.00Form 13
Lbj Family Wealth Advisors, Ltd.03-31-2021Etf198,916Increased0.289.9930,145,000.0011.15151.55Form 13
Cardan Capital Partners, Llc03-31-2021Rus 1000 Val Etf1,489Maintained0.000.03226,000.0010.78151.78Form 13
Norway Savings Bank03-31-2021Rus 1000 Val Etf310Maintained0.000.0247,000.0011.90151.61Form 13
Stephens Group Asset Management, Llc03-31-2021Rus 1000 Val Etf413,879Increased1.766.1362,723,000.0012.78151.55Form 13
Ballew Advisors, Inc03-31-2021Rus 1000 Val Etf7,514Increased100.000.421,148,000.00117.01305.56Form 13
Chicago Capital, Llc03-31-2021Rus 1000 Val Etf2,952Decreased-35.640.02447,000.00-28.71151.42Form 13
Walkner Condon Financial Advisors Llc03-31-2021Rus 1000 Val Etf1,912Maintained0.000.11290,000.0011.11151.67Form 13
Iron Horse Wealth Management, Llc03-31-2021Rus 1000 Val Etf23Maintained0.000.003,000.000.00130.43Form 13
Gofen & Glossberg Llc /il/03-31-2021Com5,698Maintained0.000.02864,000.0010.91151.63Form 13
Welch & Forbes Llc03-31-2021Rus 1000 Val Etf9,361Decreased-9.080.031,419,000.000.78151.59Form 13
First Citizens Bank & Trust Co03-31-2021Rus 1000 Val Etf115,411Decreased-10.350.8317,491,000.00-0.63303.24Form 13
Farmers & Merchants Investments Inc03-31-2021Rus 1000 Val Etf6,714Increased6.760.051,018,000.0018.37151.62Form 13
Country Club Trust Company, N.a.03-31-2021Rus 1000 Val Etf61,818Increased14.400.899,404,000.0028.26304.27Form 13
Advisornet Financial, Inc03-31-2021Etf65,218Decreased-15.870.709,884,000.00-6.75151.55Form 13
Autus Asset Management, Llc03-31-2021Rus 1000 Val Etf6,394Decreased-0.700.11969,000.009.99297.42Form 13
Westside Investment Management, Inc.03-31-2021Com400Decreased-2.200.1660,000.009.09150.00Form 13
Nadler Financial Group, Inc.03-31-2021Russell1000val247,477Decreased-1.036.7037,505,000.009.70151.55Form 13
Fdx Advisors, Inc.03-31-2021Etf207,838Increased559.851.1931,498,000.00-84.84151.55Form 13
Taylor, Cottrill, Erickson & Associates, Inc.03-31-2021Common7,187Decreased-64.910.171,089,000.00-61.12151.52Form 13
Ullmann Financial Group, Inc.03-31-2021Etf35,302Decreased-5.272.385,350,000.005.00151.55Form 13
Mountain Capital Investment Advisors, Inc03-31-2021Rus 1000 Val Etf0Liquidated!-100.000.000.000.000.00Form 13
Global Trust Asset Management, Llc03-31-2021Rus 1000 Val Etf10,185Increased67.050.851,544,000.0085.13151.60Form 13
Sound Income Strategies, Llc03-31-2021Rus 1000 Val Etf16Increased100.000.002,425,000.00242,400.00151,562.50Form 13
Global Retirement Partners, Llc03-31-2021Rus 1000 Val Etf14,258Decreased-1.890.252,161,000.008.76151.56Form 13
Nachman Norwood & Parrott, Inc03-31-2021Rus 1000 Val Etf33,775Maintained0.000.565,119,000.0010.85151.56Form 13
Canton Hathaway, Llc03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Private Capital Management Llc03-31-2021Rus 1000 Val Etf2,142Increased13.820.17325,000.0026.46151.73Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open2,110Increased0.090.16320,000.0011.11151.66Form 13
Investors Financial Group, Llc03-31-2021Rus 1000 Val Etf7,214Decreased-1.920.641,093,000.008.65151.51Form 13
Secure Asset Management, Llc03-31-2021Rus 1000 Val Etf2,798Increased7.700.24424,000.0019.44151.54Form 13
Cva Family Office, Llc03-31-2021Rus 1000 Val Etf4,651Maintained0.000.27705,000.0010.85151.58Form 13
Soundmark Wealth Management, Llc03-31-2021Rus 1000 Val Etf6,171Maintained0.000.51936,000.0010.90151.68Form 13
Latitude Advisors, Llc03-31-2021Rus 1000 Val Etf33,902New!0.004.215,138,000.000.00151.55Form 13
Stock Yards Bank & Trust Co03-31-2021Mutual Funds -6,546Increased4.250.07992,000.0015.62303.31Form 13
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma03-31-2021Equity Mutual F0Liquidated!-100.000.000.000.000.00Form 13
Rothschild Investment Corp /il03-31-2021Exch22,811Decreased-28.120.303,457,000.00-20.33151.55Form 13
Mcdonald Partners Llc03-31-2021Rus 1000 Val Etf11,564Increased130.310.351,753,000.00155.17151.59Form 13
Arbor Investment Advisors, Llc03-31-2021Com32,288Decreased-10.001.104,893,000.00-0.24151.54Form 13
Burt Wealth Advisors03-31-2021Rus 1000 Val Etf0Liquidated!-100.000.000.000.000.00Form 13
Crescent Capital Consulting, Llc03-31-2021Exchange Traded Fund86,885Increased31.812.8213,162,000.0046.0519,091.69Form 13
Yorkbridge Wealth Partners, Llc03-31-2021Etf3,756Maintained0.000.17569,000.0010.70151.49Form 13
Prism Advisors, Inc.03-31-2021Rus 1000 Val Etf74,985Maintained0.004.1111,364,000.0010.84151.55Form 13
Rainey & Randall Investment Management Inc.03-31-2021Rus 1000 Val Etf1,889Increased26.860.15286,000.0040.89151.40Form 13
Gps Wealth Strategies Group, Llc03-31-2021Mf Closed And Mf Open1,237New!0.000.06187,000.000.00151.17Form 13
Cx Institutional03-31-2021Etp31,814Increased454.930.434,821,000.00514.92151.54Form 13
Traverso Chambers Private Wealth Management, Llc03-31-2021Rus 1000 Val Etf32,708Decreased-1.061.674,957,000.009.67151.55Form 13
Atticus Wealth Management, Llc03-31-2021Rus 1000 Val Etf295Maintained0.000.0245,000.0012.50152.54Form 13
Apella Capital, Llc03-31-2021Rus 1000 Val Etf1,332New!0.000.06202,000.000.00151.65Form 13
Wolff Wiese Magana Llc03-31-2021Rus 1000 Val Etf540Maintained0.000.0682,000.0010.81151.85Form 13
Wealth Management Partners, Llc03-31-2021Rus 1000 Val Etf2,601Decreased-9.780.30401,000.00-0.25154.17Form 13
First Financial Corp /in/03-31-2021Etf Equity3,496Maintained0.000.37530,000.0010.88303.21Form 13
City Holding Co03-31-2021Mutual Funds-large Cap2,698Increased23.760.08409,000.0037.25151.59Form 13
First Midwest Bank Trust Division03-31-2021Rus 1000 Val Etf2,598Maintained0.000.05394,000.0010.99151.66Form 13
Leavell Investment Management, Inc.03-31-2021Rus 1000 Val Etf3,412Increased5.080.04517,000.0016.44151.52Form 13
Umb Bank N A/mo03-31-2021Common67,383Increased19.050.2510,211,000.0031.94302.86Form 13
Adirondack Trust Co03-31-2021Mutual Fund176Increased131.580.0127,000.00170.00153.41Form 13
Trust Co Of Vermont03-31-2021Com384Maintained0.000.0058,000.009.43151.04Form 13
Motco03-31-2021Com1,797Maintained0.000.02272,000.0010.57151.36Form 13
Regis Management Co Llc03-31-2021Com2,453New!0.000.07372,000.000.00151.65Form 13
Vigilant Capital Management, Llc03-31-2021Common Stock1,918Maintained0.000.03291,000.0011.07151.72Form 13
Harbor Investment Advisory, Llc03-31-2021Etf18,799Increased0.270.432,849,000.0011.16151.55Form 13
Accredited Investors Inc.03-31-2021Rus 1000 Val Etf14,427Decreased-0.720.292,186,000.0010.02151.52Form 13
Ht Partners Llc03-31-2021Rus 1000 Val Etf2,322Maintained0.000.12352,000.0011.04151.59Form 13
Next Financial Group, Inc03-31-2021Rus 1000 Val Etf8,799Decreased-6.250.121,334,000.003.98303.22Form 13
Fort Pitt Capital Group, Llc03-31-2021Rus 1000 Val Etf4,278Maintained0.000.03648,000.0010.77151.47Form 13
Bogart Wealth, Llc03-31-2021Etf4,317Increased4.730.09654,000.0016.16151.49Form 13
Baugh & Associates, Llc03-31-2021Rus 1000 Val Etf1,589Maintained0.000.16241,000.0011.06151.67Form 13
Cra Financial Services, Llc03-31-2021Rus 1000 Val Etf2,662Maintained0.000.16403,000.0010.71151.39Form 13
Financial Advisors, Llc03-31-2021Rus 1000 Val Etf2,298Increased11.390.14348,000.0023.40151.44Form 13
Columbia Trust Co 0101201603-31-2021Rus 1000 Val Etf1,789Decreased-5.490.17271,000.005.04151.48Form 13
Alhambra Investment Partners Llc03-31-2021Rus 1000 Val Etf1,624New!0.000.20246,000.000.00151.48Form 13
Miller Howard Investments Inc /ny03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Stephenson National Bank & Trust03-31-2021Rus 1000 Val Etf7,570Increased5.050.801,147,000.0016.45151.52Form 13
Pinnacle Financial Partners Inc03-31-2021Rus 1000 Val Etf151,297Decreased-1.131.0322,841,000.009.74447.94Form 13
Barnett & Company, Inc.03-31-2021Rus 1000 Val Etf435Decreased-15.530.0466,000.00-5.71151.72Form 13
Bartlett & Co. Llc03-31-2021Etf1,149Maintained0.000.00174,000.0010.83151.44Form 13
Lvw Advisors, Llc03-31-2021Rus 1000 Val Etf0Liquidated!-100.000.000.000.000.00Form 13
Surevest, Llc03-31-2021Rus 1000 Val Etf2,169Decreased-3.510.10329,000.007.17151.68Form 13
Rfg Advisory, Llc03-31-2021Rus 1000 Val Etf2,283Increased3.440.04346,000.0011.25151.55Form 13
Adviceperiod, Llc03-31-2021Rus 1000 Val Etf30,324Increased0.200.365,000.00-99.880.16Form 13
Brightworth03-31-2021Rus 1000 Val Etf12,739Decreased-0.760.181,931,000.0010.03151.58Form 13
Sugarloaf Wealth Management, Llc03-31-2021Rus 1000 Val Etf2,289Increased140.440.04144,000.0010.7762.91Form 13
Bhk Investment Advisors, Llc03-31-2021Rus 1000 Val Etf8,459Maintained0.000.541,157,000.000.00136.78Form 13
Ifg Advisory, Llc03-31-2021Mf Closed And Mf Open2,451Decreased-24.050.05371,000.00-15.87151.37Form 13
Wells Trecaso Financial Group, Llc03-31-2021Rus 1000 Val Etf1,904Maintained0.000.15289,000.0011.15151.79Form 13
Slatestone Wealth, Llc03-31-2021Etf18,934Decreased-0.650.712,869,000.0010.09151.53Form 13
Engrave Wealth Partners Llc03-31-2021Rus 1000 Val Etf2,935Decreased-27.980.18445,000.00-22.74151.62Form 13
Affinity Capital Advisors, Llc03-31-2021Rus 1000 Val Etf19,925Decreased-10.971.113,020,000.00-1.31151.57Form 13
International Assets Investment Management, Llc03-31-2021Rus 1000 Val Etf6,254Increased134.230.08908,000.00148.77288.21Form 13
Mtm Investment Management, Llc03-31-2021Rus 1000 Val Etf960Maintained0.000.08145,000.0010.69151.04Form 13
Galvin, Gaustad & Stein, Llc03-31-2021Rus 1000 Val Etf4,194Decreased-1.760.06636,000.008.90151.65Form 13
Creative Financial Designs Inc /adv03-31-2021Etf360Maintained0.000.0155,000.0027.91152.78Form 13
Morgan Dempsey Capital Management Llc03-31-2021Rus 1000 Val Etf198Decreased-98.650.0130,000.00-98.50151.52Form 13
First United Bank Trust/03-31-2021Exchange Traded Index Funds6,699Decreased-14.100.431,015,000.00-4.78151.52Form 13
Pacific Financial Group Inc03-31-2021Rus 1000 Val Etf6,503Increased10.220.80985,000.0022.06151.47Form 13
Coho Partners, Ltd.03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Busey Wealth Management03-31-2021Etf-equity17,671Decreased-0.460.132,678,000.0010.34151.55Form 13
Exchange Traded Concepts, Llc03-31-2021Rus 1000 Val Etf6,677Decreased-6.240.041,012,000.003.90151.57Form 13
Eidelman Virant Capital03-31-2021Rus 1000 Val Etf2,675Maintained0.000.16407,000.0011.20152.15Form 13
First Business Financial Services, Inc.03-31-2021Common274,811Increased4.915.5341,648,000.0016.29151.55Form 13
Telemus Capital, Llc03-31-2021Rus 1000 Val Etf179,101Increased42.291.9127,619,000.0060.48154.21Form 13
Private Ocean, Llc03-31-2021Etf21,748Decreased-8.220.593,296,000.001.73151.55Form 13
Gemmer Asset Management Llc03-31-2021Etf679Maintained0.000.02103,000.0010.75151.69Form 13
Intersect Capital Llc03-31-2021Rus 1000 Val Etf9,501Increased61.060.291,440,000.0078.44151.56Form 13
V Wealth Advisors Llc03-31-2021Rus 1000 Val Etf13,589Increased8.820.382,059,000.0020.62151.52Form 13
Capital Insight Partners, Llc03-31-2021Rus 1000 Val Etf4,320Increased6.980.16655,000.0018.66151.62Form 13
Johanson Financial Advisors, Inc.03-31-2021Rus 1000 Val Etf7,010Increased0.420.401,087,000.0013.82155.06Form 13
Canal Capital Management, Llc03-31-2021Rus 1000 Val Etf1,897Increased0.320.10288,000.0011.63151.82Form 13
First Command Bank03-31-2021Rus 1000 Val Etf413Maintained0.009.9963,000.0012.50152.54Form 13
First Command Financial Services, Inc.03-31-2021Rus 1000 Val Etf413Maintained0.000.0163,000.0012.50152.54Form 13
Andesa Financial Management Inc.03-31-2021Rus 1000 Val Etf2,095Maintained0.000.10317,000.000.00151.31Form 13
Fortem Financial Group, Llc03-31-2021Rus 1000 Val Etf0Liquidated!-100.000.000.000.000.00Form 13
Market Street Wealth Management Advisors Llc03-31-2021Rus 1000 Val Etf11,803Maintained0.001.061,789,000.0010.84151.57Form 13
Great Valley Advisor Group, Inc.03-31-2021Rus 1000 Val Etf12,065Increased3.870.181,829,000.0015.25151.60Form 13
S.a. Mason Llc03-31-2021Etf1,277Maintained0.000.14194,000.0010.86151.92Form 13
Cordant, Inc.03-31-2021Rus 1000 Val Etf351Increased13.590.0353,000.0026.19151.00Form 13
West Financial Advisors, Llc03-31-2021Rus 1000 Val Etf146Maintained0.000.0122,000.0010.00150.68Form 13
Alta Wealth Advisors Llc03-31-2021Rus 1000 Val Etf27,332Increased0.953.464,142,000.0011.89151.54Form 13
Piscataqua Savings Bank03-31-2021Etf - Equities260New!0.000.0339,000.000.00150.00Form 13
Pds Planning, Inc03-31-2021Rus 1000 Val Etf1,808Maintained0.000.08274,000.0010.93151.55Form 13
Toth Financial Advisory Corp03-31-2021Rus 1000 Val Etf20Maintained0.000.003,000.000.00150.00Form 13