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NewIncreasedMaintainedDecreasedLiquidated
2357213115
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Boltwood Capital Management03-31-2021Global Reit Etf9,620Decreased-0.620.11245,000.005.6025.47Form 13
Cordasco Financial Network03-31-2021Global Reit Etf1,350Maintained0.000.0234,000.006.2525.19Form 13
Valeo Financial Advisors, Llc03-31-2021Etf2,344Increased5.400.0060,000.0013.2125.60Form 13
Ern Financial, Llc03-31-2021Global Reit Etf162,547Decreased-1.521.604,142,000.004.8625.48Form 13
Bft Financial Group, Llc03-31-2021Global Reit Etf112,536Increased29.230.812,867,000.0037.5725.48Form 13
Money Design Co.,ltd.03-31-2021Etf147,427Maintained0.000.443,756,000.000.0025.48Form 13
Advisornet Financial, Inc03-31-2021Etf2,141Increased42.640.0055,000.0052.7825.69Form 13
Wiser Wealth Management, Inc03-31-2021Global Reit Etf160,132Increased3.042.804,080,000.009.7125.48Form 13
Sound Income Strategies, Llc03-31-2021Global Reit Etf61New!0.000.001,554,000.000.0025,475.41Form 13
Collective Family Office Llc03-31-2021Global Reit Etf8,714New!0.000.11222,000.000.0025.48Form 13
New Capital Management Lp03-31-2021Global Reit Etf1,688New!0.000.018,000.000.004.74Form 13
Apella Capital, Llc03-31-2021Global Reit Etf86,126Decreased-6.560.692,194,000.00-0.5425.47Form 13
Wolff Wiese Magana Llc03-31-2021Global Reit Etf200Maintained0.000.005,000.000.0025.00Form 13
Wealth Management Partners, Llc03-31-2021Global Reit Etf42,623Decreased-10.840.831,114,000.00-3.8826.14Form 13
Motco03-31-2021Com516Maintained0.000.0013,000.008.3325.19Form 13
Next Financial Group, Inc03-31-2021Global Reit Etf51New!0.000.001,000.000.0019.61Form 13
International Assets Investment Management, Llc03-31-2021Global Reit Etf208Maintained0.000.005,000.000.0024.04Form 13
Creative Financial Designs Inc /adv03-31-2021Etf821Increased3.140.0021,000.0023.5325.58Form 13
First Command Advisory Services, Inc.03-31-2021Etf491Maintained0.000.0013,000.008.3326.48Form 13
Viewpoint Investment Partners Corp03-31-2021Ishares Global Reit Etf184,300Increased88.453.584,696,000.00129.9725.48Form 13
Emerald Advisors, Llc03-31-2021Global Reit Etf15,487New!0.000.14395,000.000.0025.51Form 13
Klaas Financial Asset Advisors, Llc03-31-2021Exchange Traded Fund500,809Increased2.323.5612,761,000.008.9625.48Form 13
Pds Planning, Inc03-31-2021Global Reit Etf281,803Increased34.352.087,180,000.0043.0625.48Form 13
Gradient Investments Llc03-31-2021Global Reit Etf1,798,892Increased32453.241.4945,836,000.0039,413.7925.48Form 13
Oakwell Private Wealth Management, Llc03-31-2021Global Reit Etf136,683Increased4.072.473,483,000.0010.8225.48Form 13
Private Advisor Group, Llc03-31-2021Global Reit Etf9,943Decreased-9.770.00253,000.00-4.1725.45Form 13
Coastal Capital Group, Inc.03-31-2021Etf142New!0.000.004,000.000.0028.17Form 13
Rwm Asset Management, Llc03-31-2021Global Reit Etf160,109Decreased-7.610.854,080,000.00-1.6225.48Form 13
Parallel Advisors, Llc03-31-2021Etf16,953Decreased-1.700.02432,000.004.6025.48Form 13
Lenox Wealth Advisors, Llc03-31-2021Com58New!0.000.001,000.000.0017.24Form 13
Bedel Financial Consulting, Inc.03-31-2021Global Reit Etf225Maintained0.000.006,000.0020.0026.67Form 13
Brio Consultants, Llc03-31-2021Global Reit Etf14,700Increased9.900.11375,000.0017.1925.51Form 13
Brand Asset Management Group, Inc.03-31-2021Global Reit Etf12,284Decreased-17.900.16313,000.00-12.5725.48Form 13
Arkadios Wealth Advisors03-31-2021Etf1,827Increased6666.670.0146,000.000.0025.18Form 13
Bank Hapoalim Bm03-31-2021Global Reit Etf15,263Decreased-27.090.05389,000.00-22.3625.49Form 13
Cwm, Llc03-31-2021Global Reit Etf5,164Decreased-4.420.00132,000.002.3325.56Form 13
Dynamic Advisor Solutions Llc03-31-2021Global Reit Etf15,124New!0.000.04385,000.000.0025.46Form 13
Ae Wealth Management Llc03-31-2021Global Reit Etf11,093Increased8.540.00283,000.0015.5125.51Form 13
First Interstate Bancsystem Inc03-31-2021Global Reit Etf16,051New!0.000.05409,000.000.0025.48Form 13
Chicago Partners Investment Group Llc03-31-2021Global Reit Etf23,630Increased4.200.05638,000.0017.0627.00Form 13
Jfs Wealth Advisors, Llc03-31-2021Global Reit Etf119,252Increased3.570.623,039,000.0010.3125.48Form 13
Front Row Advisors Llc03-31-2021Etf500Maintained0.000.0113,000.008.3326.00Form 13
Firestone Capital Management03-31-2021Global Reit Etf2,732New!0.000.0270,000.000.0025.62Form 13
Us Bancorp \de\03-31-2021Other18,453Decreased-6.580.00470,000.00-0.6325.47Form 13
Meeder Asset Management Inc03-31-2021Global Reit Etf984New!0.000.0025,000.000.0025.41Form 13
Modera Wealth Management, Llc03-31-2021Global Reit Etf24,990Increased4.150.04637,000.0010.9825.49Form 13
Allworth Financial Lp03-31-2021Global Reit Etf21Decreased-91.360.001,000.00-83.3347.62Form 13
Tci Wealth Advisors, Inc.03-31-2021Global Reit Etf727Increased1590.700.0119,000.001,800.0026.13Form 13
Mufg Americas Holdings Corp03-31-2021Global Reit Etf236Maintained0.000.006,000.000.0025.42Form 13
Oakwood Capital Management Llc/ca03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Truepoint, Inc.03-31-2021Global Reit Etf19,916Increased11.250.03507,000.0018.4625.46Form 13
Creative Planning03-31-2021Global Reit Etf110,610Increased2.370.012,818,000.008.9725.48Form 13
Exane Derivatives03-31-2021Stock0Liquidated!-100.000.000.000.000.00Form 13
Ifp Advisors, Inc03-31-2021Cef13,719Decreased-0.010.01349,000.006.4025.44Form 13
Wealthcare Advisory Partners Llc03-31-2021Common2,296New!0.000.0059,000.000.0025.70Form 13
Claraphi Advisory Network, Llc03-31-2021Global Reit Etf10,447New!0.000.07266,000.000.0025.46Form 13
Paulson Wealth Management Inc.03-31-2021Global Reit Etf9,825Increased3.830.13261,000.0015.4926.56Form 13
Truadvice, Llc03-31-2021Global Reit Etf0Liquidated!-100.000.000.000.000.00Form 13
Rosenberg Matthew Hamilton03-31-2021Global Reit Etf8,562Decreased-0.230.12218,000.006.3425.46Form 13
Jones Financial Companies Lllp03-31-2021Etf3,925,444Decreased-1.620.17101,080,000.005.8751.25Form 13
Great Lakes Advisors, Llc03-31-2021Etf193,081Increased8.500.084,920,000.0015.5525.48Form 13
Raymond James Trust N.a.03-31-2021Etf / Closed En0Liquidated!-100.000.000.000.000.00Form 13
Avestar Capital, Llc03-31-2021Global Reit Etf157,976New!0.000.954,276,000.000.0027.07Form 13
Ellis Investment Partners, Llc03-31-2021Global Reit Etf3,182Increased0.190.0281,000.006.5825.46Form 13
Nicolet Advisory Services, Llc03-31-2021Global Reit Etf85,342Decreased-7.040.312,175,000.00-1.0025.49Form 13
Tfc Financial Management03-31-2021Global Reit Etf16,123Increased25.730.16411,000.0033.8825.49Form 13
Envestnet Asset Management Inc03-31-2021Global Reit Etf204,888Increased6.650.005,221,000.0013.5725.48Form 13
Savant Capital, Llc03-31-2021Global Reit Etf1,214,339Increased5.091.6630,941,000.0011.9025.48Form 13
Retirement Group, Llc03-31-2021Global Reit Etf3,000Increased15.830.0376,000.0024.5925.33Form 13
Svb Wealth Advisory, Inc.03-31-2021Global Reit Etf219,541Increased9.154.465,593,000.0016.2125.48Form 13
Commonwealth Equity Services, Llc03-31-2021Global Reit Etf53,063Increased7.480.001,352,000.0014.4825.48Form 13
Natixis Advisors, L.p.03-31-2021Tr Global Reit Etf17,809Increased14.930.00453,000.0022.1025.44Form 13
Sterneck Capital Management, Llc03-31-2021Global Reit Etf46,017Increased20.470.821,173,000.0028.3425.49Form 13
Scotia Capital Inc.03-31-2021Global Reit Etf8,155New!0.000.00208,000.000.0025.51Form 13
Altavista Wealth Management, Inc.03-31-2021Com55,701Increased1.200.351,419,000.007.7425.48Form 13
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.03-31-2021Reit Etf888,068Decreased-0.840.1522,628,000.005.5925.48Form 13
Aptus Capital Advisors, Llc03-31-2021Global Reit Etf49Maintained0.000.001,000.000.0020.41Form 13
Cahaba Wealth Management, Inc.03-31-2021Global Reit Etf1,095,557Increased6.864.3327,914,000.0013.3125.48Form 13
Larson Financial Group Llc03-31-2021Global Reit Etf356,908Increased16.152.689,094,000.0023.6825.48Form 13
Brandywine Oak Private Wealth Llc03-31-2021Global Reit Etf164,528Decreased-49.370.624,192,000.00-46.0925.48Form 13
Keybank National Association/oh03-31-2021Global Re0Liquidated!-100.000.000.000.000.00Form 13
Blackrock Inc.03-31-2021Global Reit Etf908,574Increased43.550.0023,151,000.0052.8550.96Form 13
Oxford Financial Group Ltd03-31-2021Global Reit Etf165,576Increased1.230.584,219,000.007.7925.48Form 13
Hightower Advisors, Llc03-31-2021Global Reit Etf23,383Increased57.870.00596,000.0067.8925.49Form 13
Td Capital Management Llc03-31-2021Global Reit Etf300Increased1.010.008,000.0014.2926.67Form 13
Bank Julius Baer & Co. Ltd, Zurich03-31-2021Global Reit Etf27,982Decreased-0.060.01713,000.006.4225.48Form 13
Merriman Wealth Management, Llc03-31-2021Global Reit Etf49,006Increased18.660.141,249,000.0026.2925.49Form 13
Naples Global Advisors, Llc03-31-2021Global Reit Etf55,319Increased4.880.211,410,000.0011.7325.49Form 13
Arete Wealth Advisors, Llc03-31-2021Global Reit Etf58,966Increased20.700.191,502,000.0032.1025.47Form 13
Wilbanks Smith & Thomas Asset Management Llc03-31-2021Global Reit Etf16,391Maintained0.000.02418,000.006.6325.50Form 13
Dorsey & Whitney Trust Co Llc03-31-2021Global Reit Etf11,935Maintained0.000.03304,000.006.2925.47Form 13
Cambria Investment Management, L.p.03-31-2021Global Reit Etf11,010New!0.000.06281,000.000.0025.52Form 13
Waldron Private Wealth Llc03-31-2021Com302,469Decreased-0.200.547,706,000.006.2625.48Form 13
Nelson, Van Denburg & Campbell Wealth Management Group, Llc03-31-2021Etf555Increased0.910.0014,000.007.6925.23Form 13
Mark Sheptoff Financial Planning, Llc03-31-2021Global Reit Etf126Maintained0.000.003,000.000.0023.81Form 13
Wealthplan Partners, Llc03-31-2021Global Reit Etf26,968Decreased-8.240.06731,000.002.2454.15Form 13
Jacobi Capital Management Llc03-31-2021Global Reit Etf22Maintained0.000.001,000.000.0045.45Form 13
Rockefeller Capital Management L.p.03-31-2021Global Reit Etf841New!0.000.0021,000.000.0024.97Form 13
Cedar Brook Financial Partners, Llc03-31-2021Global Reit Etf8,442Maintained0.000.07215,000.006.4425.47Form 13
Gp Brinson Investments Llc03-31-2021Global Reit Etf132,309New!0.002.763,371,000.000.0025.48Form 13
Prudential Financial Inc03-31-2021Global Reit Etf14,390Maintained0.000.00367,000.006.6925.50Form 13
Brinker Capital Investments, Llc03-31-2021Global Reit Etf32,464Decreased-12.580.01827,000.00-6.9725.47Form 13
Sumitomo Mitsui Financial Group, Inc.03-31-2021Global Reit Etf4,548New!0.000.06116,000.000.0025.51Form 13
Ci Investments Inc.03-31-2021Global Reit Etf28,000New!0.000.00713,000.000.0025.46Form 13
National Asset Management, Inc.03-31-2021Global Reit Etf10,094Increased8.580.01258,000.0015.7025.56Form 13
Neuberger Berman Group Llc03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Sawtooth Solutions, Llc03-31-2021Global Reit Etf0Liquidated!-100.000.000.000.000.00Form 13
Capstone Financial Advisors, Inc.03-31-2021Global Reit Etf906,810Decreased-0.899.9923,106,000.005.5325.48Form 13
Baird Financial Group, Inc.03-31-2021Common0Liquidated!-100.000.000.000.000.00Form 13
Advisor Group Holdings, Inc.03-31-2021Global Reit Etf38,039Increased16.680.00970,000.0024.36179.34Form 13
Mutual Advisors, Llc03-31-2021Global Reit Etf0Liquidated!-100.000.000.000.000.00Form 13
Fortis Advisors, Llc03-31-2021Etf90,168Decreased-8.911.281,805,000.00-23.8120.02Form 13
Epstein & White Financial Llc03-31-2021Global Reit Etf14,892Increased2.660.11381,000.0010.1225.58Form 13
Elmwood Wealth Management, Inc.03-31-2021Com197Maintained0.000.175,000.0025.0025.38Form 13
Swaine & Leidel Wealth Services, Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Cascadia Advisory Services, Llc03-31-2021Global Reit Etf0Liquidated!-100.000.000.000.000.00Form 13
Ten Capital Wealth Advisors, Llc03-31-2021Etf5,491Increased155.160.03139,000.00172.5525.31Form 13
Barclays Plc03-31-2021Fund120,852Maintained0.000.003,079,000.000.0025.48Form 13
Franklin Resources Inc03-31-2021Global Reit Etf46,670Increased4.870.001,189,000.0011.6462.51Form 13
Wells Fargo & Company/mn03-31-2021Global Reit Etf1,557,010Decreased-11.230.0139,674,000.00-5.47102.07Form 13
Bailard, Inc.03-31-2021Global Reit Etf242,253Increased7.180.236,173,000.0014.1225.48Form 13
Proequities, Inc.03-31-2021Global Reit Etf0Decreased-100.000.000.00-100.000.00Form 13
Citigroup Inc03-31-2021Global Reit Etf5,229,733Increased5.460.09133,254,000.0012.29101.93Form 13
Deutsche Bank Ag\03-31-2021Global Reit Etf11,000Decreased-0.900.00280,000.005.6625.45Form 13
Asset Management One Co., Ltd.03-31-2021Global Reit Etf407,000Increased14.970.0410,370,000.0022.4225.48Form 13
Raymond James & Associates03-31-2021Global Reit Etf74,039Increased7.610.001,887,000.0014.6425.49Form 13
Northwestern Mutual Wealth Management Co03-31-2021Global Reit Etf560,590Increased0.650.0314,284,000.007.1725.48Form 13
Assetmark, Inc03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
People's United Financial, Inc.03-31-2021Global Reit Etf935,101Decreased-17.400.5723,826,000.00-12.0525.48Form 13
Benjamin F. Edwards & Company, Inc.03-31-2021Global Reit Etf44,686Decreased-0.260.061,139,000.006.2525.49Form 13
Raymond James Financial Services Advisors, Inc.03-31-2021Global Reit Etf54,824Increased0.130.001,397,000.006.6425.48Form 13
United Capital Financial Advisers, Llc03-31-2021Exchange Traded Fund286,990Decreased-4.100.047,312,000.002.0925.48Form 13
Pathstone Family Office, Llc03-31-2021Global Reit Etf0Liquidated!-100.000.000.000.000.00Form 13
Personal Capital Advisors Corp03-31-2021Global Reit Etf9,069Decreased-25.270.00231,000.00-20.3425.47Form 13
Sequoia Financial Advisors, Llc03-31-2021Global Reit Etf261,602Increased36.110.286,666,000.0044.9425.48Form 13
One Capital Management, Llc03-31-202146434v287,038New!0.000.817,313,000.000.0025.48Form 13
Cpwm, Llc03-31-2021Equities18,158Increased2.630.04463,000.009.4625.50Form 13
Steward Partners Investment Advisory, Llc03-31-2021Global Reit Etf615Increased0.160.2815,659,000.00104,293.3325,461.79Form 13
Qube Research & Technologies Ltd03-31-2021Global Reit Etf134,964Maintained0.000.053,439,000.000.0025.48Form 13
London & Capital Asset Management Ltd03-31-2021Global Reit Etf12,000Maintained0.000.03306,000.006.6225.50Form 13
Founders Financial Alliance, Llc03-31-2021Global Reit Etf361Maintained0.000.009,000.000.00102.82Form 13
Tacita Capital Inc03-31-2021Etf Shares0Liquidated!-100.000.000.000.000.00Form 13
Continuum Advisory, Llc03-31-2021Global Reit Etf20,102New!0.000.22534,000.000.0026.56Form 13
Bard Financial Services, Inc.03-31-2021Exchange Traded Fund0Liquidated!-100.000.000.000.000.00Form 13
Fmr Llc03-31-2021Global Reit Etf1,069Increased115.090.0027,000.00125.0025.28Form 13
Bank Of America Corp /de/03-31-2021Global Rei492,921Increased19.630.0012,560,000.0027.3876.14Form 13
Mackenzie Financial Corp03-31-2021Global Reit Etf10,000New!0.000.00255,000.000.0025.50Form 13