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NewIncreasedMaintainedDecreasedLiquidated
1011446689
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Thomasville National Bank03-31-2021Exchange Traded Fund2,307Increased20.410.06546,000.00-17.15236.67Form 13
Park National Corp /oh/03-31-2021Com4,521Increased2.450.071,647,000.008.64728.59Form 13
Elm Advisors, Llc03-31-2021Etf19,156Decreased-1.714.346,979,000.004.18364.32Form 13
Degreen Capital Management Llc03-31-2021Unit Ser I64,991Increased511.918.8115,029,000.002,324.03231.25Form 13
Advocacy Wealth Management Services, Llc03-31-2021Etf151,141Increased173.459.9955,597,000.00192.68367.85Form 13
Curbstone Financial Management Corp03-31-2021Etf24,920Decreased-6.461.819,078,000.00-0.85364.29Form 13
Security National Bank03-31-2021Exchange Traded Fund3,878Decreased-16.510.421,413,000.00-11.47364.36Form 13
Canandaigua National Corp03-31-2021Com1,955Increased103.430.12712,000.00115.76364.19Form 13
Chesley Taft & Associates Llc03-31-2021Etf1,356Increased5.030.03506,000.0013.96373.16Form 13
Private Trust Co Na03-31-2021Equities16,747Increased0.010.006,101,000.005.99364.30Form 13
Carroll Financial Associates, Inc.03-31-2021Etf3,950Decreased-8.220.091,439,000.00-2.70364.30Form 13
Spence Asset Management03-31-2021Etf487Maintained0.000.05177,000.005.99363.45Form 13
Uma Financial Services, Inc.03-31-2021S&p 500 Etf Shs4,611Increased4.650.001,722,000.008.78373.45Form 13
Beacon Wealthcare Llc03-31-2021Etf576New!0.000.11210,000.000.00364.58Form 13
Capital Investment Services Of America, Inc.03-31-2021Etf1,151Increased72.050.04419,000.0082.17364.03Form 13
Smith Shellnut Wilson Llc /adv03-31-2021Com6,394Decreased-47.931.422,330,000.00-44.79364.40Form 13
Weaver Consulting Group03-31-2021S&p 500 Etf Shs4,828Decreased-2.231.081,759,000.003.65364.33Form 13
Sowa Financial Group, Inc.03-31-2021S&p 500 Etf Shs0Liquidated!-100.000.000.000.000.00Form 13
Churchill Management Corp03-31-2021Com965,105Decreased-2.205.78351,588,000.003.66364.30Form 13
Old Dominion Capital Management Inc03-31-2021Etf1,379Decreased-28.990.12502,000.00-8.73364.03Form 13
First American Bank03-31-2021Common Stock21,269Increased17.460.497,748,000.0024.51364.29Form 13
Bath Savings Trust Co03-31-2021Exchange Traded Fund2,509Increased28.080.12914,000.0035.81364.29Form 13
Private Advisory Group Llc03-31-2021S&p 500 Etf Shs25,390Increased17.762.659,249,000.0024.82364.28Form 13
Paragon Wealth Strategies, Llc03-31-2021Etf76,184Decreased-4.258.4427,754,000.001.50364.30Form 13
Ironwood Wealth Management, Llc.03-31-2021Etf171Decreased-8.560.0462,000.00-3.12362.57Form 13
Larson Financial Group Llc03-31-2021S&p 500 Etf Shs53,678Maintained0.006.2818,449,000.000.00343.70Form 13
Moulton Wealth Management, Inc03-31-2021S&p 500 Etf Shs18,838Decreased-37.995.317,032,000.00-33.51373.29Form 13
Pacifica Partners Inc.03-31-2021S&p 500 Etf Shs313Decreased-4.570.10116,000.004.50370.61Form 13
Newman & Schimel, Llc03-31-2021S&p 500 Etf Shs1,587Decreased-19.110.39578,000.00-14.24364.21Form 13
New England Guild Wealth Advisors, Inc.03-31-2021Etf618Maintained0.000.13225,000.006.13364.08Form 13
Nbt Bank N A /ny03-31-2021Com25,560Maintained0.001.349,312,000.006.00364.32Form 13
Courier Capital Llc03-31-2021S&p 500 Etf Shs1,862Decreased-0.320.07678,000.005.61364.12Form 13
Acorn Financial Advisory Services Inc /adv03-31-2021S&p 500 Etf Shs17,757Increased24.442.366,477,000.0032.08364.76Form 13
First National Bank Sioux Falls03-31-2021Exchange Traded Fund4,250Maintained0.002.751,548,000.005.95364.24Form 13
Burke & Herbert Bank & Trust Co03-31-2021Other1,973Decreased-8.660.49719,000.00-3.10364.42Form 13
Acropolis Investment Management, Llc03-31-2021S&p 500 Etf Shs500,605Increased1.059.99182,370,000.007.11364.30Form 13
Carnegie Capital Asset Management, Llc03-31-2021S&p 500 Etf Shs22,837Increased9.170.358,320,000.0015.72364.32Form 13
Gateway Advisory, Llc03-31-2021S&p 500 Etf Shs629Maintained0.000.06229,000.006.02364.07Form 13
Jackson Wealth Management, Llc03-31-2021S&p 500 Etf Shs54,533Decreased-12.502.9819,866,000.00-7.25364.29Form 13
Winfield Associates, Inc.03-31-2021Etf2,031Maintained0.000.30740,000.006.02364.35Form 13
Carlson Capital Management03-31-2021S&p 500 Etf Shs835Increased12.230.05304,000.0016.48364.07Form 13
Cordasco Financial Network03-31-2021S&p 500 Etf Shs17Maintained0.000.006,000.000.00352.94Form 13
E&g Advisors, Lp03-31-2021S&p 500 Etf Shs4,000Maintained0.000.431,457,000.005.96364.25Form 13
Teamwork Financial Advisors, Llc03-31-2021S&p 500 Etf Shs7,256Decreased-1.000.622,644,000.004.96364.39Form 13
Domani Wealth, Llc03-31-2021S&p 500 Etf Shs267,943Increased3.349.9997,612,000.009.53364.30Form 13
First Premier Bank03-31-2021S&p 500 Etf Shs3,939Maintained0.000.511,435,000.005.981,089.26Form 13
Regal Wealth Group, Inc.03-31-2021S&p 500 Etf Shs81Increased6.580.0229,000.0011.54358.02Form 13
Highland Private Wealth Management03-31-2021S&p 500 Etf Shs69,691Decreased-0.994.1825,388,000.004.94364.29Form 13
Legacy Advisors, Llc03-31-2021S&p 500 Etf Shs19,168Increased59.973.086,983,000.0069.57364.31Form 13
Valeo Financial Advisors, Llc03-31-2021Etf19,353Increased16.020.337,050,000.0022.97364.28Form 13
Monument Capital Management03-31-2021S&p 500 Etf Shs1,680Decreased-87.320.25612,000.00-86.56364.29Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund21,045Decreased-40.311.907,667,000.00-36.73364.31Form 13
Farmers & Merchants Trust Co Of Long Beach03-31-2021S&p 500 Etf Shs3,950Increased16.180.481,439,000.0023.10364.30Form 13
Ern Financial, Llc03-31-2021S&p 500 Etf Shs10,842Decreased-2.941.533,950,000.002.89364.32Form 13
Coastal Investment Advisors, Inc.03-31-2021S&p 500 Etf Shs1,865Decreased-2.510.18679,000.003.35364.08Form 13
Astoria Strategic Wealth, Inc.03-31-2021S&p 500 Etf Shs1,162Maintained0.000.22423,000.006.02364.03Form 13
Integer Wealth Advisors Group Llc03-31-2021S&p 500 Etf Shs1,035Maintained0.000.21391,000.0010.14377.78Form 13
Hemington Wealth Management03-31-2021S&p 500 Etf Shs6,888Increased1.031.072,509,000.007.08364.26Form 13
Oak Harvest Investment Services03-31-2021S&p 500 Etf Shs50,061Increased14.326.9818,237,000.0021.17364.30Form 13
Huntington National Bank03-31-2021Exchange Traded27,646Increased8.700.1210,072,000.0015.23728.65Form 13
Bft Financial Group, Llc03-31-2021S&p 500 Etf Shs2,251Increased4.800.23820,000.0011.11364.28Form 13
Leith Wheeler Investment Counsel Ltd.03-31-2021S&p 500 Etf Shs15,625Maintained0.000.945,692,000.00-16.76364.29Form 13
Perkins Coie Trust Co03-31-2021Equity - Large Cap - Etf2,695Decreased-8.680.03982,000.00-3.16364.38Form 13
Arvest Bank Trust Division03-31-2021S&p 500 Etf Shs0Liquidated!-100.000.000.000.000.00Form 13
Butensky & Cohen Financial Security, Inc03-31-2021Etf2,480Increased5.080.37903,000.0011.34364.11Form 13
Norway Savings Bank03-31-2021S&p 500 Etf Shs165Maintained0.000.0360,000.005.26363.64Form 13
Chicago Capital, Llc03-31-2021S&p 500 Etf Shs1,801Increased111.630.03656,000.00124.66364.24Form 13
Enterprise Trust & Investment Co03-31-2021S&p 500 Etf Shs229Maintained0.000.0483,000.003.75362.45Form 13
Hbw Advisory Services Llc03-31-2021S&p 500 Etf Shs35,247Increased8.943.4212,840,000.0015.47364.29Form 13
Chronos Wealth Management, Llc03-31-2021S&p 500 Etf Shs701Maintained0.000.19255,000.005.81363.77Form 13
Private Wealth Strategies, L.l.c.03-31-2021S&p 500 Etf Shs12,754Increased1.421.294,648,000.007.54364.43Form 13
Walkner Condon Financial Advisors Llc03-31-2021S&p 500 Etf Shs19,207Increased12.262.726,997,000.0018.98364.29Form 13
Intelligence Driven Advisers, Llc03-31-2021S&p 500 Etf Shs31,061Increased1.702.5411,316,000.007.80364.32Form 13
Iron Horse Wealth Management, Llc03-31-2021S&p 500 Etf Shs30Maintained0.000.0111,000.0010.00366.67Form 13
Rfg Holdings, Inc.03-31-2021S&p 500 Etf Shs17,321Decreased-58.473.956,310,000.00-55.98364.30Form 13
Everhart Financial Group, Inc.03-31-2021S&p 500 Etf Shs3,391Increased17.131.081,236,000.0024.22364.49Form 13
Gofen & Glossberg Llc /il/03-31-2021Com18,399Increased3.370.176,703,000.009.58364.31Form 13
Univest Financial Corp03-31-2021S&p 500 Etf Shs65,306Increased0.376.7123,791,000.006.39728.32Form 13
Welch & Forbes Llc03-31-2021S&p 500 Etf Shs3,629Maintained0.000.021,322,000.006.01364.29Form 13
Mountain Pacific Investment Advisers Inc/id03-31-2021S&p 500 Etf Shs1,024Maintained0.000.02373,000.005.97364.26Form 13
Moody National Bank Trust Division03-31-2021S&p 500 Etf Shs10,390Maintained0.000.093,785,000.005.99728.36Form 13
Farmers & Merchants Investments Inc03-31-2021S&p 500 Etf Shs40,020Decreased-0.250.7014,579,000.005.73364.29Form 13
Country Club Trust Company, N.a.03-31-2021S&p 500 Etf Shs1,125Maintained0.000.04408,000.005.97362.67Form 13
Buffington Mohr Mcneal03-31-2021Etf3,826Increased3.520.301,394,000.009.76364.35Form 13
Hartford Financial Management Inc.03-31-2021S&p 500 Etf Shs1,000Maintained0.000.09364,000.005.81364.00Form 13
Contravisory Investment Management, Inc.03-31-2021S&p 500 Etf Shs7,388Maintained0.000.842,691,000.005.99364.24Form 13
Advisornet Financial, Inc03-31-2021Etf3,135Increased24.160.081,142,000.0031.57364.27Form 13
Dfpg Investments, Llc03-31-2021S&p 500 Etf Shs1,956Decreased-19.140.31730,000.00-13.92373.21Form 13
Autus Asset Management, Llc03-31-2021S&p 500 Etf Shs34,181Increased16.451.4612,452,000.0023.431,457.42Form 13
Cardinal Capital Management, Inc.03-31-2021Com75Maintained0.000.0027,000.003.85360.00Form 13
Westside Investment Management, Inc.03-31-2021Com573Increased118.700.55208,000.00131.11363.00Form 13
Nadler Financial Group, Inc.03-31-2021S&p 500 Etf Shs71,086Increased7.214.6325,897,000.0013.64364.31Form 13
Fdx Advisors, Inc.03-31-2021Etf57,441Increased174.500.7920,926,000.00-63.57364.30Form 13
Corbenic Partners Llc03-31-2021S&p 500 Etf Shs70Maintained0.000.0126,000.008.33371.43Form 13
Ullmann Financial Group, Inc.03-31-2021Etf1,146New!0.000.19417,000.000.00363.87Form 13
Cantor Fitzgerald Investment Adviser L.p.03-31-2021S&p 500 Etf Shs231,364Decreased-0.129.9979,518,000.00-0.12687.82Form 13
Mountain Capital Investment Advisors, Inc03-31-2021S&p 500 Etf Shs0Liquidated!-100.000.000.000.000.00Form 13
Global Trust Asset Management, Llc03-31-2021S&p 500 Etf Shs13Maintained0.000.005,000.0025.00384.62Form 13
Sound Income Strategies, Llc03-31-2021S&p 500 Etf Shs397Increased189.780.02144,616,000.00307,593.62364,272.04Form 13
Waller Financial Planning Group, Inc03-31-2021S&p 500 Etf Shs22,011Decreased-5.692.308,019,000.00-0.02364.32Form 13
Global Retirement Partners, Llc03-31-2021S&p 500 Etf Shs37,933Decreased-0.541.6213,819,000.005.42364.30Form 13
Nachman Norwood & Parrott, Inc03-31-2021S&p 500 Etf Shs225,413Decreased-0.869.0582,118,000.005.09729.14Form 13
Canton Hathaway, Llc03-31-2021Etf61,589Decreased-0.067.1622,437,000.005.94364.30Form 13
Reitz Capital Advisors Llc03-31-2021S&p 500 Etf Shs2,922Increased0.170.791,064,000.006.08364.13Form 13
Strategic Investment Advisors / Mi03-31-2021S&p 500 Etf Shs43,200Increased10.554.0815,738,000.0017.19364.31Form 13
Private Capital Management Llc03-31-2021S&p 500 Etf Shs63,512Decreased-1.259.9923,138,000.004.67364.31Form 13
Charles Schwab Trust Co03-31-2021S&p 500 Etf Shs43,050Increased27.703.2815,849,000.0036.79368.15Form 13
Bay Rivers Group03-31-2021S&p 500 Etf Shs9,063Increased0.222.573,302,000.006.24364.34Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open460Maintained0.000.09168,000.006.33365.22Form 13
Investors Financial Group, Llc03-31-2021S&p 500 Etf Shs2,173Increased21.130.46791,000.0028.20364.01Form 13
Secure Asset Management, Llc03-31-2021S&p 500 Etf Shs33,306Increased28.066.7512,133,000.0035.73364.29Form 13
Cva Family Office, Llc03-31-2021S&p 500 Etf Shs24,207Increased4.823.358,819,000.0011.11364.32Form 13
Powell Investment Advisors, Llc03-31-2021S&p 500 Etf Shs79New!0.000.0229,000.000.00367.09Form 13
Vivid Financial Management, Inc.03-31-2021S&p 500 Etf Shs2,196Decreased-1.350.37800,000.004.58364.30Form 13
N.e.w. Advisory Services Llc03-31-2021S&p 500 Etf Shs1,733Decreased-1.200.12639,000.006.15368.72Form 13
Heron Financial Group, Llc03-31-2021S&p 500 Etf Shs20,486Increased17.894.587,542,000.0024.56368.15Form 13
Richard P Slaughter Associates Inc03-31-2021S&p 500 Etf Shs1,568Maintained0.000.24571,000.006.13364.16Form 13
Gleason Group, Inc.03-31-2021Com144,439Increased20.079.9952,619,000.0027.27364.30Form 13
Soundmark Wealth Management, Llc03-31-2021S&p 500 Etf Shs17,403Increased25.463.486,341,000.0033.02364.36Form 13
Centennial Wealth Advisory Llc03-31-2021S&p 500 Etf Shs661Maintained0.000.16241,000.000.00364.60Form 13
Latitude Advisors, Llc03-31-2021S&p 500 Etf Shs1,088Increased2.740.32396,000.008.79363.97Form 13
Collective Family Office Llc03-31-2021S&p 500 Etf Shs11,067Increased10.771.974,032,000.0017.41364.33Form 13
Focus Wealth Advisors, Llc03-31-2021S&p 500 Etf Shs7,874Increased15.172.132,899,000.0023.36368.17Form 13
Alliance Wealth Advisors, Llc03-31-2021S&p 500 Etf Shs0Liquidated!-100.000.000.000.000.00Form 13
Stock Yards Bank & Trust Co03-31-2021Mutual Funds -5,853Increased3.450.152,132,000.009.67728.49Form 13
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma03-31-2021Equity Mutual F0Liquidated!-100.000.000.000.000.00Form 13
Rothschild Investment Corp /il03-31-2021Com3,015Increased26.680.091,098,000.0034.23364.18Form 13
Optimum Investment Advisors03-31-2021S&p 500 Etf Shs3,456Increased0.090.371,259,000.006.07364.29Form 13
Mcdonald Partners Llc03-31-2021S&p 500 Etf Shs25,087Increased53.891.839,139,000.0063.11364.29Form 13
Burt Wealth Advisors03-31-2021S&p 500 Etf Shs846Maintained0.000.11308,000.005.84364.07Form 13
Yorkbridge Wealth Partners, Llc03-31-2021Etf1,496Increased10.410.16545,000.0016.95364.30Form 13
Gps Wealth Strategies Group, Llc03-31-2021Mf Closed And Mf Open1,055Decreased-26.480.11384,000.00-22.11363.98Form 13
Cx Institutional03-31-2021Etp66Decreased-50.750.0024,000.00-47.83363.64Form 13
Elwood & Goetz Wealth Advisory Group, Llc03-31-2021S&p 500 Etf Shs10,009Increased22.251.513,646,000.0029.57364.27Form 13
Enterprise Bank & Trust Co03-31-2021Com2,557Decreased-2.140.39931,000.003.67614.28Form 13
Xcel Wealth Management, Llc03-31-2021S&p 500 Etf Shs8,444Increased7.121.103,076,000.0013.55364.28Form 13
Detalus Advisors, Llc03-31-2021Etf15,288Decreased-1.813.285,569,000.004.07364.27Form 13
Symphony Financial, Ltd. Co.03-31-2021S&p 500 Etf Shs5,147New!0.000.511,921,000.000.00373.23Form 13
Apella Capital, Llc03-31-2021S&p 500 Etf Shs3,376Increased9.790.391,230,000.0016.37364.34Form 13
Safir Wealth Advisors, Llc03-31-2021S&p 500 Etf Shs96,467Decreased-1.429.9935,143,000.004.49364.30Form 13
Wolff Wiese Magana Llc03-31-2021S&p 500 Etf Shs5,089Increased23.281.451,854,000.0030.66364.32Form 13
Allegiant Private Advisors, Llc03-31-2021S&p 500 Etf Shs5,835Increased0.070.392,126,000.006.09364.35Form 13
First Financial Corp /in/03-31-2021Etf Equity31,607Increased2.767.9911,514,000.008.91715.65Form 13
City Holding Co03-31-2021Mutual Funds-large Cap185Maintained0.000.0167,000.004.69362.16Form 13
Gill Capital Partners, Llc03-31-2021Etf1,057Increased6.450.20385,000.0063.83364.24Form 13
First Midwest Bank Trust Division03-31-2021S&p 500 Etf Shs3,845Increased0.080.201,401,000.006.06728.79Form 13
Leavell Investment Management, Inc.03-31-2021S&p 500 Etf Shs16,410Increased0.580.495,978,000.006.62364.29Form 13
Gillespie Robinson & Grimm Inc03-31-2021Com1,431Increased27.770.05521,000.0035.32364.08Form 13
Umb Bank N A/mo03-31-2021Common2,575Increased51.470.02938,000.0060.62364.27Form 13
Burns J W & Co Inc/ny03-31-2021Com1,540Decreased-1.530.09561,000.004.28364.29Form 13
Trust Co Of Vermont03-31-2021Com5,509Increased12.700.152,007,000.0019.46364.31Form 13
Country Trust Bank03-31-2021Etf - Equity165,097Decreased-0.111.9260,145,000.005.88364.30Form 13
Millburn Ridgefield Corp03-31-2021S&p 500 Etf Shs115,077Decreased-5.483.2441,923,000.000.19364.30Form 13
Wallington Asset Management, Llc03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Harbor Investment Advisory, Llc03-31-2021Etf4,351Increased5.350.241,585,000.0011.70364.28Form 13
Accredited Investors Inc.03-31-2021S&p 500 Etf Shs2,861New!0.000.141,042,000.000.00364.21Form 13
Next Financial Group, Inc03-31-2021S&p 500 Etf Shs24,641Increased0.950.808,976,000.007.00728.37Form 13
Fort Pitt Capital Group, Llc03-31-2021S&p 500 Etf Shs4,225Maintained0.000.071,539,000.005.99364.26Form 13
Bogart Wealth, Llc03-31-2021Etf156,716Increased17.157.9557,092,000.0024.18364.30Form 13
Stewardship Financial Advisors, Llc03-31-2021S&p 500 Etf Shs97,673Increased3.129.9935,582,000.009.30364.30Form 13
Valtinson Bruner Financial Planning Llc03-31-2021S&p 500 Etf Shs2,026Increased4.220.46774,000.0014.33382.03Form 13
Cra Financial Services, Llc03-31-2021S&p 500 Etf Shs699Decreased-0.570.10255,000.005.37364.81Form 13
Financial Advisors, Llc03-31-2021S&p 500 Etf Shs1,148Maintained0.000.17418,000.006.09364.11Form 13
Ocean Endowment Partners, Llc03-31-2021S&p 500 Etf Shs2,324Decreased-11.572.23550,000.00-11.58236.66Form 13
Systematic Alpha Investments, Llc03-31-2021Etf1,118,224Increased301.069.99407,369,000.00325.12364.30Form 13
Tennessee Valley Asset Management Partners03-31-2021S&p 500 Etf Shs1,127Maintained0.000.10411,000.000.00364.69Form 13
Roth Financial Partners Llc03-31-2021S&p 500 Etf Shs12,774New!0.003.854,654,000.000.00364.33Form 13
Ade, Llc03-31-2021Mf Closed And Mf Open36,002Increased3.909.9913,115,000.0010.14364.29Form 13
Natwest Group Plc03-31-2021S&p 500 Etf Shs28,575Decreased-38.285.0210,409,000.00-34.59728.54Form 13
Stephenson National Bank & Trust03-31-2021S&p 500 Etf Shs73,159Increased6.789.9926,652,000.0013.19364.30Form 13
Appleton Partners Inc/ma03-31-2021Etf939Decreased-0.210.03342,000.005.88364.22Form 13
Pinnacle Financial Partners Inc03-31-2021S&p 500 Etf Shs354,079Decreased-0.565.72126,395,000.007.251,072.31Form 13
Wbh Advisory Inc03-31-2021S&p 500 Etf Shs4,279Increased17.550.251,559,000.0021.42364.34Form 13
North Star Investment Management Corp.03-31-2021Etf30,045Decreased-4.581.0310,945,000.001.14364.29Form 13
Blb&b Advisors, Llc03-31-2021S&p 500 Etf Shs2,138Decreased-3.080.06779,000.002.77364.36Form 13
Arlington Partners Llc03-31-2021Com2,745Decreased-29.160.371,000,000.00-24.92364.30Form 13
Barnett & Company, Inc.03-31-2021S&p 500 Etf Shs53Increased12.770.0119,000.0018.75358.49Form 13
Sterling Investment Management, Inc.03-31-2021S&p 500 Etf Shs2,039Maintained0.000.51743,000.005.99364.39Form 13
Bartlett & Co. Llc03-31-2021Etf208,691Increased5.601.5376,026,000.0011.93364.30Form 13
Lvw Advisors, Llc03-31-2021S&p 500 Etf Shs24,602Decreased-6.611.728,963,000.00-1.01364.32Form 13
Wolf Group Capital Advisors03-31-2021S&p 500 Etf Shs2,595Increased2.770.54945,000.008.87364.16Form 13
Riverview Trust Co03-31-2021Com4,842Decreased-5.521.971,764,000.000.17364.31Form 13
M. Kraus & Co03-31-2021Etf1,100Decreased-3.510.16401,000.002.30364.55Form 13
Surevest, Llc03-31-2021S&p 500 Etf Shs7,584Increased0.330.842,763,000.006.35364.32Form 13
Mivtachim The Workers Social Insurance Fund Ltd. (under Special Management)03-31-2021S&p 500 Etf Shs128,531Decreased-66.011.7346,824,000.00-63.97728.61Form 13
Compass Ion Advisors, Llc03-31-2021S&p 500 Etf Shs1,146Increased14.030.17418,000.0021.16364.75Form 13
Financial Consulate, Inc03-31-2021S&p 500 Etf Shs2,067Increased2.730.31753,000.008.82364.30Form 13
Rfg Advisory, Llc03-31-2021S&p 500 Etf Shs12,331Decreased-7.980.494,492,000.00-4.34364.29Form 13
Adviceperiod, Llc03-31-2021S&p 500 Etf Shs416,278Increased11.659.99151,000.00-99.880.36Form 13
Brightworth03-31-2021S&p 500 Etf Shs1,377Increased8.940.05502,000.0015.67364.56Form 13
Cmh Wealth Management Llc03-31-2021S&p 500 Etf Shs0Liquidated!-100.000.000.000.000.00Form 13
Sugarloaf Wealth Management, Llc03-31-2021S&p 500 Etf Shs658Increased2760.870.12414,000.005,075.00629.18Form 13
Bhk Investment Advisors, Llc03-31-2021S&p 500 Etf Shs2,988Maintained0.000.481,027,000.000.00343.71Form 13
Aspireon Wealth Advisors03-31-2021S&p 500 Etf Shs800Decreased-42.860.26300,000.00-40.00375.00Form 13
Ifg Advisory, Llc03-31-2021Mf Closed And Mf Open60,920Increased2.802.7622,193,000.008.97364.30Form 13
Stokes Capital Advisors, Llc03-31-2021S&p 500 Etf Shs3,708Increased0.680.551,351,000.006.71364.35Form 13
Wells Trecaso Financial Group, Llc03-31-2021S&p 500 Etf Shs1,875Maintained0.000.36683,000.006.06364.27Form 13
Slatestone Wealth, Llc03-31-2021Etf1,355Maintained0.000.12494,000.006.01364.58Form 13
Triton Wealth Management, Pllc03-31-2021S&p 500 Etf Shs1,758Increased8.720.45657,000.0019.02373.72Form 13
Aurora Private Wealth, Inc.03-31-2021S&p 500 Etf Shs2,472Decreased-36.760.37901,000.00-32.96364.48Form 13
Optas, Llc03-31-2021S&p 500 Etf Shs70,411Decreased-14.138.0425,652,000.00-8.98364.32Form 13
Engrave Wealth Partners Llc03-31-2021S&p 500 Etf Shs6,879Maintained0.001.012,506,000.004.37364.30Form 13
International Assets Investment Management, Llc03-31-2021S&p 500 Etf Shs10,569Increased102.350.353,742,000.00108.47707.87Form 13
Tri-star Advisors Inc.03-31-2021S&p 500 Etf Shs2,477Increased0.980.47950,000.0011.11383.53Form 13
Galvin, Gaustad & Stein, Llc03-31-2021S&p 500 Etf Shs1,845Increased198.540.07672,000.00216.98364.23Form 13
Sym Financial Corp03-31-2021S&p 500 Etf Shs1New!0.000.000.000.000.00Form 13
Creative Financial Designs Inc /adv03-31-2021Etf6,244Increased6.190.442,275,000.0025.76364.35Form 13
Central Bank & Trust Co03-31-2021Large Cap Exchange Traded Fds1,976Maintained0.000.12720,000.006.04364.37Form 13
First United Bank Trust/03-31-2021Exchange Traded Index Funds17,408Decreased-3.132.716,342,000.002.69364.32Form 13
Pacific Financial Group Inc03-31-2021S&p 500 Etf Shs31,471Increased37.079.2511,465,000.0045.29364.30Form 13
Bangor Savings Bank03-31-2021Other23,964Increased0.331.068,730,000.006.35728.54Form 13
Twele Capital Management, Inc.03-31-2021S&p 500 Etf Shs108,827Decreased-7.866.3539,646,000.00-2.34364.30Form 13
Busey Wealth Management03-31-2021Etf-equity15,159Increased384.780.285,522,000.00413.67728.59Form 13
Northwest Investment Counselors, Llc03-31-2021S&p 500 Etf Shs125Maintained0.000.0146,000.000.00368.00Form 13
Lbmc Investment Advisors, Llc03-31-2021Com26,275Decreased-0.111.019,572,000.005.88364.30Form 13
Telemus Capital, Llc03-31-2021S&p 500 Etf Shs693Increased19.070.02259,000.0029.50373.74Form 13
Private Ocean, Llc03-31-2021Etf224Maintained0.000.0182,000.006.49366.07Form 13
Intersect Capital Llc03-31-2021S&p 500 Etf Shs2,130Increased3.150.16776,000.009.30364.32Form 13
V Wealth Advisors Llc03-31-2021S&p 500 Etf Shs32,515Increased4.022.1811,845,000.0010.27728.53Form 13
Capital Insight Partners, Llc03-31-2021S&p 500 Etf Shs586Maintained0.000.05213,000.005.97363.48Form 13
First Command Bank03-31-2021S&p 500 Etf Shs290New!0.009.99106,000.000.00365.52Form 13
First Command Financial Services, Inc.03-31-2021S&p 500 Etf Shs290New!0.000.02106,000.000.00365.52Form 13
Cfo4life Group, Llc03-31-2021S&p 500 Etf Shs109,296Increased61.149.9039,816,000.0070.80364.30Form 13
First Command Advisory Services, Inc.03-31-2021Etf38Increased1166.670.000.00-100.000.00Form 13
Aries Wealth Management03-31-2021S&p 500 Etf Shs2,581Increased35.200.44976,000.0045.89378.15Form 13
Uncommon Cents Investing Llc03-31-2021S&p 500 Etf Shs583New!0.000.09212,000.000.00363.64Form 13
Facet Wealth, Inc.03-31-2021S&p 500 Etf Shs2,314Increased40.750.15843,000.0049.20364.30Form 13
Andesa Financial Management Inc.03-31-2021S&p 500 Etf Shs2,919Increased77.660.351,063,000.0088.81364.17Form 13
Mcguire Investment Group, Llc03-31-2021S&p 500 Etf Shs2,443Decreased-7.570.19890,000.00-1.98364.31Form 13
Evolution Wealth Advisors, Llc03-31-2021S&p 500 Etf Shs3,015Decreased-11.580.251,098,000.00-6.31364.18Form 13
Great Valley Advisor Group, Inc.03-31-2021S&p 500 Etf Shs3,812Decreased-8.800.131,389,000.00-3.27364.38Form 13
Hubbell Strickland Wealth Management, Llc03-31-2021S&p 500 Etf Shs3,087Increased12.210.721,125,000.0018.92364.43Form 13
Austin Private Wealth, Llc03-31-2021S&p 500 Etf Shs960Increased0.310.09350,000.006.38364.58Form 13
Beacon Financial Advisory Llc03-31-2021S&p 500 Etf Shs3,852Increased137.630.801,403,000.00151.89364.23Form 13
S.a. Mason Llc03-31-2021Etf1,256Increased15.650.34458,000.0022.79364.65Form 13
Lion Street Advisors, Llc03-31-2021S&p 500 Etf Shs0Liquidated!-100.000.000.000.000.00Form 13
Wny Asset Management, Llc03-31-2021S&p 500 Etf Shs24,929Increased3.433.629,058,000.009.85363.35Form 13
Cordant, Inc.03-31-2021S&p 500 Etf Shs6Decreased-89.470.002,000.00-90.00333.33Form 13
Garrett Investment Advisors Llc03-31-2021S&p 500 Etf Shs5,948Decreased-4.310.782,167,000.001.45364.32Form 13
Foster Group, Inc.03-31-2021S&p 500 Etf Shs621Maintained0.000.03226,000.006.60363.93Form 13
Ivc Wealth Advisors Llc03-31-2021S&p 500 Etf Shs0Liquidated!-100.000.000.000.000.00Form 13
Alta Wealth Advisors Llc03-31-2021S&p 500 Etf Shs1,728Decreased-0.290.53630,000.005.70364.58Form 13
Legacy Wealth Asset Management, Llc03-31-2021S&p 500 Etf Shs625Maintained0.000.11228,000.006.05364.80Form 13
Intrack Investment Management Inc03-31-2021S&p 500 Etf Shs9,794Increased2.480.003,568,000.008.61364.30Form 13
Atalanta Sosnoff Capital, Llc03-31-2021Com600Maintained0.000.01219,000.006.31365.00Form 13
Pds Planning, Inc03-31-2021S&p 500 Etf Shs2,514Increased4.360.27916,000.0010.63364.36Form 13
Toth Financial Advisory Corp03-31-2021S&p 500 Etf Shs2,986Decreased-22.780.171,088,000.00-18.13364.37Form 13