Ishares U S

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Ishares U S

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NewIncreasedMaintainedDecreasedLiquidated
441426612
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Park National Corp /oh/12-31-2020Com2,750Increased100.000.01267,000.0016.0997.09Form 13
Summit Financial Group, Inc.12-31-2020Us Industrials3,200Increased100.000.14310,000.0015.67192.00Form 13
Gradient Investments Llc12-31-2020Us Industrials320Maintained0.000.0053,000.000.00165.62Form 13
Carroll Financial Associates, Inc.12-31-2020Etf6,687Increased14760.000.04649,000.009,171.4397.05Form 13
Modus Advisors, Llc12-31-2020Etf42,772Increased104.812.154,153,000.0018.9697.10Form 13
True Private Wealth Advisors12-31-2020Us Industrials1,264Increased100.000.02122,000.0016.1996.52Form 13
Huntington National Bank12-31-2020Exchange Traded8,292Increased103.380.01806,000.0018.18194.47Form 13
Cx Institutional12-31-2020Etp19,115New!0.000.181,856,000.000.0097.10Form 13
Raymond James Trust N.a.12-31-2020Etf / Closed En4,506Increased100.000.01437,000.0016.22193.24Form 13
Brookstone Capital Management12-31-2020Us Industrials82,396New!0.000.328,001,000.000.0097.10Form 13
Sowell Financial Services Llc12-31-2020Etf7,570Increased206.600.03735,000.0077.9797.09Form 13
Shulman Demeo Asset Management Llc12-31-2020Us Industrials17,790Increased101.090.491,727,000.0029.4697.08Form 13
Davenport & Co Llc12-31-2020Etf12,273Increased336.300.011,192,000.00153.6297.12Form 13
Kovack Advisors, Inc.12-31-2020Etf10,529Maintained0.000.151,022,000.000.0097.07Form 13
Westside Investment Management, Inc.12-31-2020Etf1,260Increased61.540.33122,000.00-6.1596.83Form 13
Baystate Wealth Management Llc12-31-2020Etf114Increased100.000.0011,000.0010.0096.49Form 13
Patriot Financial Group Insurance Agency, Llc12-31-2020Etf1,210New!0.000.03117,000.000.0096.69Form 13
Sowa Financial Group, Inc.12-31-2020Us Industrials192Increased100.000.0119,000.0035.7198.96Form 13
Provise Management Group, Llc12-31-2020Us Industrials2,992Increased9.000.03291,000.00-36.6097.26Form 13
Minichmacgregor Wealth Management, Llc12-31-2020Us Industrials73,161New!0.002.897,103,000.000.0097.09Form 13
Oxinas Partners Wealth Management Llc12-31-2020Us Industrials5,409New!0.000.39525,000.000.0097.06Form 13
Vivid Financial Management, Inc.12-31-2020Us Industrials13,241New!0.000.621,286,000.000.0097.12Form 13
Bartlett & Co. Llc12-31-2020Etf2,202Increased255.740.00214,000.00107.7797.18Form 13
Family Firm, Inc.12-31-2020Us Industrials2,361New!0.000.07230,000.000.0097.42Form 13
Ellis Investment Partners, Llc12-31-2020Us Industrials230Increased101.750.0122,000.0015.7995.65Form 13
Atticus Wealth Management, Llc12-31-2020Us Industrials303Increased99.340.0129,000.0016.0095.71Form 13
Tsfg, Llc12-31-2020Mf Closed And Mf Open194Increased79.630.0119,000.005.5697.94Form 13
Kestra Advisory Services, Llc12-31-2020Us Industrials17,504Increased45963.160.021,690,000,000.00275.5696,549.36Form 13
Optimum Investment Advisors12-31-2020Us Industrials454Increased127.000.0144,000.0033.3396.92Form 13
Tci Wealth Advisors, Inc.12-31-2020Us Industrials40New!0.000.004,000.000.00100.00Form 13
Abbrea Capital, Llc12-31-2020Etf3,400Maintained0.000.06330,000.000.0097.06Form 13
Avantax Advisory Services, Inc.12-31-2020Us Industrials0Liquidated!-100.000.000.000.000.00Form 13
Bigsur Wealth Management Llc12-31-2020Us Industrials6,840Increased100.000.38665,000.0016.2697.22Form 13
Janney Montgomery Scott Llc12-31-2020Etf/closed End39,784Increased136.050.023,863,000.0037.1397.10Form 13
Ifp Advisors, Inc12-31-2020Stock1,789Increased1689.000.01174,000.00923.5397.26Form 13
Demars Financial Group, Llc12-31-2020Us Industrials8,068Decreased-9.720.55783,000.00-47.5997.05Form 13
Calton & Associates, Inc.12-31-2020Us Industrials8,032New!0.000.14780,000.000.0097.11Form 13
Centaurus Financial, Inc.12-31-2020Us Industrials1,468New!0.000.02143,000.000.0097.41Form 13
Allworth Financial Lp12-31-2020Us Industrials124Increased100.000.0012,000.0020.0096.77Form 13
Ironwood Financial, Llc12-31-2020Us Industrials30Increased100.000.003,000.000.00100.00Form 13
Planning Directions Inc12-31-2020Us Industrials7,849Increased77.060.62762,000.0014.0797.08Form 13
Cwm, Llc12-31-2020Us Industrials6,084Increased100.660.01591,000.0016.5797.14Form 13
Gwm Advisors Llc12-31-2020Mf Closed And Mf Open22,153Increased1256.580.072,151,000.00687.9197.10Form 13
Stonebridge Financial Planning Group, Llc12-31-2020Common Stock5,456Increased77.090.34530,000.0013.4997.14Form 13
Stillwater Capital Advisors, Llc12-31-2020Us Industrials36,615Increased99.370.683,555,000.0015.8097.09Form 13
Gemmer Asset Management Llc12-31-2020Etf516Increased100.000.0150,000.0016.2896.90Form 13
Bray Capital Advisors12-31-2020Us Industrials20,554Increased123.970.581,996,000.0030.1297.11Form 13
First Merchants Corp12-31-2020Etf Large Cap/multi-cap3,195Increased92.700.02310,000.0011.9197.03Form 13
Whittier Trust Co12-31-2020Us Large-cap Equities2,810Increased100.000.01273,000.0016.1797.15Form 13
Sonata Capital Group Inc12-31-2020Etf2,400Increased100.000.12233,000.0015.9297.08Form 13
Whittier Trust Co Of Nevada Inc12-31-2020Us Large-cap Equities100Increased100.000.0010,000.0025.00100.00Form 13
Creative Planning12-31-2020Us Industrials3,279Increased123.820.00318,000.0029.8096.98Form 13
Castle Rock Wealth Management, Llc12-31-2020Us Industrials3,480New!0.000.14341,000.000.0097.99Form 13
Mcclarren Financial Advisors, Inc.12-31-2020Com1,565New!0.000.15152,000.000.0097.12Form 13
Central Trust Co12-31-2020Mutual Funds -250Increased100.000.9824,000.0014.2996.00Form 13
Alphamark Advisors, Llc12-31-2020Etf1,113Increased200.009.99108,000.0074.1997.04Form 13
Heritage Wealth Advisors12-31-2020Etf1,050Increased100.000.01102,000.00-99.8897.14Form 13
Ae Wealth Management Llc12-31-2020Us Industrials13,322Increased127.380.011,294,000.0032.1897.13Form 13
Brand Asset Management Group, Inc.12-31-2020Us Industrials98New!0.000.0110,000.000.00102.04Form 13
First Citizens Financial Corp12-31-2020Exchange Traded Fund38,390Increased102.043.253,728,000.0017.3897.11Form 13
Duncker Streett & Co Inc12-31-2020Us Industrials200Increased100.000.0019,000.0011.7695.00Form 13
First Trust Advisors Lp12-31-2020Us Industrials19,175New!0.000.001,862,000.000.0097.11Form 13
Envestnet Asset Management Inc12-31-2020Us Industrials63,460Increased298.520.006,162,000.00131.4897.10Form 13
Wespac Advisors, Llc12-31-2020Us Industrials2,539Decreased-28.130.19247,000.00-58.2197.28Form 13
Simplex Trading, Llc12-31-2020Com894Increased108.390.0086,000.0021.1396.20Form 13
Acg Wealth12-31-2020Us Industrials2,454New!0.000.03238,000.000.0096.98Form 13
Parallel Advisors, Llc12-31-2020Etf2,656Increased120.780.01258,000.0028.3697.14Form 13
Glenview Trust Co12-31-2020Us Industrials13,638Increased94.360.061,324,000.0012.87194.13Form 13
Royal Fund Management, Llc12-31-2020Us Industrials2,316New!0.000.05224,000.000.0096.72Form 13
Flagship Private Wealth, Llc12-31-2020Etf565New!0.009.9952,993,000.000.0093,792.92Form 13
Parsec Financial Management, Inc.12-31-2020Us Industrials4,726Increased100.000.02459,000.0016.2097.12Form 13
Hartford Financial Management Inc.12-31-2020Us Industrials117Increased98.310.0011,000.0010.0094.02Form 13
Valmark Advisers, Inc.12-31-2020Us Industrials3,301Increased100.300.01321,000.0016.3097.24Form 13
Sandy Spring Bank12-31-2020Us Industrials805Increased100.250.0078,000.0016.42193.80Form 13
Beirne Wealth Consulting Services, Llc12-31-2020Us Industrials3,164Increased100.000.15307,000.0016.2997.03Form 13
Kesler, Norman & Wride, Llc12-31-2020Us Industrials67,732New!0.001.836,577,000.000.0097.10Form 13
Bailard, Inc.12-31-2020Us Industrials5,312Increased100.000.02516,000.0016.2297.14Form 13
Pettyjohn, Wood & White, Inc12-31-2020Us Industrials2,220New!0.000.06216,000.000.0097.30Form 13
Advisornet Financial, Inc12-31-2020Etf350New!0.000.0034,000.000.0097.14Form 13
Cambridge Investment Research Advisors, Inc.12-31-2020Tr Us Industrials35,300Increased318.699.993,428,000.00143.2997.11Form 13
Harbor Investment Advisory, Llc12-31-2020Etf150Increased100.000.0015,000.0015.38100.00Form 13
Laurel Wealth Advisors Llc12-31-2020Us Industrials8,450Maintained0.000.21820,000.000.0097.04Form 13
Orion Portfolio Solutions, Llc12-31-2020Dj Us Industrl0Liquidated!-100.000.000.000.000.00Form 13
Orion Portfolio Solutions, Llc12-31-2020Dj Us Industrl0Liquidated!-100.000.000.000.000.00Form 13
Wealth Advisors, Inc.12-31-2020Us Industrials14,765Increased112.450.631,434,000.0018.8197.12Form 13
Wealth Management Partners, Llc12-31-2020Us Industrials3,714New!0.000.28357,000.000.0096.12Form 13
Us Bancorp \de\12-31-2020Other2,480Increased100.000.00241,000.0016.4397.18Form 13
Ferguson Wellman Capital Management, Inc12-31-2020Com86,830Increased96.250.208,431,000.0014.01194.21Form 13
Adell Harriman & Carpenter Inc12-31-2020Com8,488Increased100.009.99824,184,000.0016.1897,099.91Form 13
Ntv Asset Management Llc12-31-2020Us Industrials6,483Increased88.400.13630,000.009.5797.18Form 13
Verity Asset Management, Inc.12-31-2020Us Industrials3,300New!0.000.22320,000.000.0096.97Form 13
St. Johns Investment Management Company, Llc12-31-2020Us Industrials0Liquidated!-100.000.000.000.000.00Form 13
Next Financial Group, Inc12-31-2020Us Industrials196Increased94.060.0019,000.0011.7696.94Form 13
Chesapeake Wealth Management12-31-2020Us Industrials4,040Increased89.850.14393,000.0010.39195.18Form 13
Tcf National Bank12-31-2020Other3,308Increased96.440.03321,000.0014.23196.99Form 13
Hexagon Capital Partners Llc12-31-2020Etf200Increased100.000.0119,000.0018.7595.00Form 13
Phoenix Wealth Advisors12-31-2020Us Industrials200New!0.000.0119,000.000.0095.00Form 13
Navellier & Associates Inc12-31-2020Com22,684Increased82.520.402,203,000.006.0797.12Form 13
Choate Investment Advisors12-31-2020Us Industrials3,448Increased100.000.02335,000.0016.3297.16Form 13
New England Investment & Retirement Group, Inc.12-31-2020Etf168,460Increased298.413.8116,357,000.00131.4297.10Form 13
Teamwork Financial Advisors, Llc12-31-2020Us Industrials12,572Increased121.490.291,221,000.0028.6697.12Form 13
Simmons Bank12-31-2020Etf-stock9,776Increased97.570.08950,000.0027.35194.78Form 13
Flagship Harbor Advisors, Llc12-31-2020Mf Closed And Mf Open0Liquidated!-100.000.000.000.000.00Form 13
Moloney Securities Asset Management, Llc12-31-2020Com7,673Increased284.230.17745,000.00123.0597.09Form 13
Ifg Advisory, Llc12-31-2020Mf Closed And Mf Open6,974Increased80.580.09677,000.0016.3297.07Form 13
Fmr Llc12-31-2020Us Industrials7,986Increased110.940.00775,000.0035.7397.06Form 13
Commerce Bank12-31-2020Us Industrials3,245Increased131.790.00315,000.0034.62194.00Form 13
D L Carlson Investment Group Inc12-31-2020Com24,054Increased1223.830.422,336,000.00668.4297.11Form 13
Equitable Holdings, Inc.12-31-2020Us Industrials103,670Increased5707.840.2310,066,000.003,277.8597.10Form 13
Sigma Planning Corp12-31-2020Us Industrials0Liquidated!-100.000.000.000.000.00Form 13
Private Wealth Advisors, Inc.12-31-2020Us Industrials4,690Increased222.340.26455,000.0087.2497.01Form 13
Pinnacle Advisory Group, Inc.12-31-2020Us Industrials9,125Increased98.930.05886,000.0015.5197.10Form 13
Samalin Investment Counsel, Llc12-31-2020Us Industrials3,184Increased100.000.20309,166,000.0016.1897,099.87Form 13
Advisory Services Network, Llc12-31-2020Etf598Increased243.680.0058,000.00100.0096.99Form 13
Nikulski Financial, Inc.12-31-2020Us Industrials11,475Increased129.500.611,114,000.0033.2597.08Form 13
Patriot Investment Management Inc.12-31-2020Us Industrials2,934Increased100.000.04284,000.0015.9296.80Form 13
Arkadios Wealth Advisors12-31-2020Etf2,413Increased69.450.05234,000.00-99.8996.97Form 13
Wells Fargo & Company/mn12-31-2020Us Industrials504,623Increased196.800.0148,999,000.0072.42194.20Form 13
Comerica Securities,inc.12-31-2020Us Industrials7,792New!0.000.06757,000.000.0097.15Form 13
Blair William & Co/il12-31-2020Us Industrials4,723Increased127.830.00459,000.0046.6597.18Form 13
Assetmark, Inc12-31-2020Etf6Increased100.000.001,000.000.00166.67Form 13
Hightower Advisors, Llc12-31-2020Us Industrials16,178Increased100.690.011,571,000.0016.6397.11Form 13
Barrett Asset Management, Llc12-31-2020Etf200Decreased-50.000.0033,000.00-15.38165.00Form 13
Advisor Group Holdings, Inc.12-31-2020Us Industrials107,328Increased855.810.0210,422,000.00455.25869.41Form 13
Ferris Capital, Llc12-31-2020Us Industrials8,570Increased100.000.23832,000.0016.2097.08Form 13
Bank Of America Corp /de/12-31-2020Us Industr1,026,733Increased122.940.0199,695,000.0043.54388.44Form 13
Stephens Inc /ar/12-31-2020Us Industrials10,366Increased387.350.021,007,000.00213.7197.14Form 13
South State Corp12-31-2020Other160Increased100.000.0016,000.0023.08100.00Form 13
Marco Investment Management Llc12-31-2020Us Industrials2,354New!0.000.03229,000.000.0097.28Form 13
Princeton Capital Management Llc12-31-2020Us Industrials2,680New!0.000.09260,000.000.0097.01Form 13
Scotia Capital Inc.12-31-2020Us Industrials10,577Increased121.830.011,027,000.0028.8697.10Form 13
O'shaughnessy Asset Management, Llc12-31-2020Common918Increased100.000.0089,000.0015.5896.95Form 13
Signaturefd, Llc12-31-2020Us Industrials700Increased100.000.0068,000.0015.2597.14Form 13
Ubs Group Ag12-31-2020Us Industrials328,331Increased138.130.0131,881,000.0038.3497.10Form 13
Lakeview Capital Partners, Llc12-31-2020Us Industrials102Increased100.000.0010,000.0011.1198.04Form 13
Baird Financial Group, Inc.12-31-2020Common13,236Increased108.640.001,285,000.0021.1197.08Form 13
Kalos Management, Inc.12-31-2020Etf7,663New!0.000.32744,000.000.0097.09Form 13
Mutual Advisors, Llc12-31-2020Us Industrials5,670Increased83.440.04551,000.0018.2497.18Form 13
Steward Partners Investment Advisory, Llc12-31-2020Exchange Traded Funds (country Baskets/ishares) - Domestic25,010Increased233.560.052,428,000.0093.7797.08Form 13
Parcion Private Wealth Llc12-31-2020Us Industrials2,102New!0.000.03204,000.000.0097.05Form 13
Oder Investment Management, Llc12-31-2020Us Industrials334New!0.000.0332,000.000.0095.81Form 13
Commonwealth Equity Services, Llc12-31-2020Us Industrials42,222Increased212.640.014,099,000.0081.6197.08Form 13
Oppenheimer & Co Inc12-31-2020Us Industrials2,700Increased90.140.01263,000.0022.9097.41Form 13
Citigroup Inc12-31-2020Us Industrials2,020Increased96.120.00196,000.0013.9597.03Form 13
Clearstead Advisors, Llc12-31-2020Us Industrials4,800Increased100.000.04466,000.0016.2197.08Form 13
Tompkins Financial Corp12-31-2020Us Large-cap Equities0Liquidated!-100.000.000.000.000.00Form 13
Raymond James & Associates12-31-2020Us Industrials114,639Increased131.320.0111,132,000.0034.3897.10Form 13
Northwestern Mutual Wealth Management Co12-31-2020Us Industrials2,772Increased176.370.00269,000.0060.1297.04Form 13
J.w. Cole Advisors, Inc.12-31-2020Us Industrials7,286New!0.000.07707,000.000.0097.04Form 13
Ancora Advisors, Llc12-31-2020Indx Fd1,104Increased100.360.00107,000.0016.3096.92Form 13
Raymond James Financial Services Advisors, Inc.12-31-2020Us Industrials68,514Increased160.440.026,654,000.0051.3097.12Form 13
Highlander Capital Management, Llc12-31-2020Equities280Increased100.000.0127,000.0017.3996.43Form 13
Prospera Financial Services Inc12-31-2020Us Industrials10,997Decreased-24.050.071,068,000.00-55.8797.12Form 13
Hochman Cole Investment Advisors, Inc.12-31-2020Us Industrials2,771Increased100.229.32269,000.0016.4597.08Form 13
Sullivan, Bruyette, Speros & Blaney, Llc12-31-2020Us Industrials1,984Increased100.000.01193,000.0016.2797.28Form 13
Edmond De Rothschild Holding S.a.12-31-2020Us Industrials3,900Decreased-24.270.01379,000.00-55.9897.18Form 13
Kovitz Investment Group Partners, Llc12-31-2020Us Industrials3,098Increased84.620.01301,000.007.5097.16Form 13
Bdo Wealth Advisors, Llc12-31-2020Us Industrials3,082Increased132.430.04299,000.0034.6897.01Form 13
Rockefeller Capital Management L.p.12-31-2020Us Industrials18,362Increased164.960.011,782,000.0070.5397.05Form 13
Change Path, Llc12-31-2020Us Industrials2,354New!0.000.02229,000.000.0097.28Form 13
Cadent Capital Advisors, Llc12-31-2020Us Industrials36,231New!0.001.733,518,000.000.0097.10Form 13
Charter Oak Capital Management, Llc12-31-2020Us Industrials5,484New!0.000.08532,000.000.0097.01Form 13
M&t Bank Corp12-31-2020Us Industrials5,212Increased140.070.00506,000.0039.3997.08Form 13
Mml Investors Services, Llc12-31-2020Us Industrials95,394Increased3804.790.109,263,000.002,417.1297.10Form 13
Pnc Financial Services Group, Inc.12-31-2020Us Industrials12,706Increased43.540.001,234,000.00-7.63388.63Form 13
Stifel Financial Corp12-31-2020Us Industrials67,320Increased1347.740.016,537,000.00741.31194.13Form 13
Ameriprise Financial Inc12-31-2020Com166,374Increased310.180.0116,133,000.00163.91194.25Form 13
Johnson Investment Counsel Inc12-31-2020Common Equity4,336New!0.000.01421,000.000.0097.09Form 13
Credit Suisse Ag/12-31-2020Us Industrials0Liquidated!-100.000.000.000.000.00Form 13
Mercer Global Advisors Inc /adv12-31-2020Us Industrials12,036Decreased-0.010.011,169,000.0016.2097.13Form 13
Goldman Sachs Group Inc12-31-2020Cmn61,078Increased511.450.005,931,000.00293.8297.11Form 13
Bank Of Montreal /can/12-31-2020Us Industrials507,033Increased121.070.0350,059,000.0029.34293.95Form 13
Royal Bank Of Canada12-31-2020Us Industrials280,427Increased186.450.0027,229,000.0066.39389.37Form 13
Colony Group Llc12-31-2020Etf6,149Increased100.420.01597,000.0016.3797.09Form 13
Zurich Insurance Group Ltd/fi12-31-2020Us Industrials18,232Increased542.880.031,807,000.00281.2299.11Form 13
Hilltop Holdings Inc.12-31-2020Us Industrials2,350New!0.000.03228,000.000.0097.02Form 13
Bank Of New York Mellon Corp12-31-2020Us I0Liquidated!-100.000.000.000.000.00Form 13
Citadel Advisors Llc12-31-2020Us Industrials45,623Increased11.910.004,430,000.00-34.9997.10Form 13
Susquehanna International Group, Llp12-31-2020Us Industrials0Liquidated!-100.000.000.000.000.00Form 13
Captrust Financial Advisors12-31-2020Etf1,031Increased99.810.00100,000.0016.2896.99Form 13
Tower Research Capital Llc (trc)12-31-2020Us Industrials0Liquidated!-100.000.000.000.000.00Form 13
Rpg Family Wealth Advisory, Llc12-31-2020Common Stock5,920Increased99.809.99574,832,000.0016.0797,100.00Form 13
Advisory Alpha, Llc12-31-2020Us Industrials0Liquidated!-100.000.000.000.000.00Form 13
Fullerton Fund Management Co Ltd.12-31-2020Us Industrials56,610Increased463.560.405,497,000.00227.4097.10Form 13
Coastal Bridge Advisors, Llc12-31-2020Us Industrials6,694Increased100.000.13650,000.0028.7197.10Form 13
Belpointe Asset Management Llc12-31-2020Us Industrials3,022Increased116.940.03293,000.0039.5296.96Form 13
Financial Partners Group, Inc12-31-2020Us Industrials2,472New!0.000.07243,000.000.0098.30Form 13
Interchange Capital Partners, Llc12-31-2020Us Industrials2,580New!0.000.14250,000.000.0096.90Form 13
Sittner & Nelson, Llc12-31-2020Us Industrials220New!0.000.0221,000.000.0095.45Form 13
Glenmede Trust Co Na12-31-2020Us Industrials1,100Increased100.000.00105,000.0015.38190.71Form 13
Thrivent Financial For Lutherans12-31-2020Us Industrials3,141Increased156.830.00305,000.0049.5197.10Form 13
Fifth Third Bancorp12-31-2020Us Industrials702New!0.000.0068,000.000.0096.87Form 13
First Commonwealth Financial Corp /pa/12-31-2020Us Industrials4,800Increased100.000.20466,000.0016.2197.08Form 13
Morgan Stanley12-31-2020Us Industrials1,035,271Increased162.510.02100,524,000.0069.01291.75Form 13
Barings Llc12-31-2020Us Industrials119,386Increased64.720.2911,592,000.00-4.32194.18Form 13
Ameritas Investment Company, Llc12-31-2020Us Industrials13,297Increased85.270.251,291,000.0019.3297.09Form 13
United Capital Financial Advisers, Llc12-31-2020Exchange Traded Fund37,904Increased100.370.023,680,000.0016.3897.09Form 13
Cetera Advisors Llc12-31-2020Us Industrials2,928New!0.000.01284,000.000.0096.99Form 13
Cetera Advisor Networks Llc12-31-2020Us Industrials4,698Increased86.350.01456,000.0020.0097.06Form 13
Cetera Investment Advisers12-31-2020Us Industrials3,523Maintained0.000.01342,000.000.0097.08Form 13
Iht Wealth Management, Llc12-31-2020Us Industrials11,622Increased100.070.091,129,000.0016.2797.14Form 13
Truist Financial Corp12-31-2020Us Industrials23,441New!0.000.002,277,000.000.00291.51Form 13
Kcm Investment Advisors Llc12-31-2020Us Industrials2,230New!0.000.01217,000.000.0097.31Form 13
Jpmorgan Chase & Co12-31-2020Fund2,005Maintained0.000.00195,000.000.0097.26Form 13
Fulcrum Equity Management12-31-2020Us Industrials16,244Increased75.630.631,577,000.002.0197.08Form 13
Bank Julius Baer & Co. Ltd, Zurich12-31-2020Us Industrials5,317Increased0.700.00513,000.000.0096.48Form 13
Front Row Advisors Llc12-31-2020Etf1,120Increased100.000.06109,000.0029.7697.32Form 13
Rmr Wealth Builders12-31-2020Us Industrials140New!0.000.0114,000.000.00100.00Form 13
Formulafolio Investments, Llc12-31-2020Us Industrials91,677New!0.000.198,902,000.000.0097.10Form 13
Rockbridge Investment Management, Lcc12-31-2020Us Industrials64Increased100.000.006,000.0020.0093.75Form 13