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|
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This page summarizes the IEMG holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether IEMG is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing IEMG Share Count |
|---|
| Quattro Financial Advisors LLC |
51 |
100,658 |
+100,607 |
+197268.63% |
| Principal Financial Group Inc. |
6,100 |
1,506,632 |
+1,500,532 |
+24598.89% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
2,225 |
69,095 |
+66,870 |
+3005.39% |
| Valeo Financial Advisors LLC |
110,674 |
2,640,622 |
+2,529,948 |
+2285.95% |
| GPS Wealth Strategies Group LLC |
112 |
1,191 |
+1,079 |
+963.39% |
| Tsfg LLC |
4,000 |
37,230 |
+33,230 |
+830.75% |
| Legacy Bridge LLC |
2,288 |
18,571 |
+16,283 |
+711.67% |
| Prosperity Consulting Group LLC |
11,311 |
67,009 |
+55,698 |
+492.42% |
| North Star Investment Management Corp. |
562 |
1,711 |
+1,149 |
+204.45% |
| Naviter Wealth LLC |
5,568 |
16,034 |
+10,466 |
+187.97% |
| Patriot Financial Group Insurance Agency LLC |
13,656 |
37,351 |
+23,695 |
+173.51% |
| Clearview Wealth Advisors LLC |
8,515 |
22,652 |
+14,137 |
+166.02% |
| Sound Income Strategies LLC |
5,153 |
13,654 |
+8,501 |
+164.97% |
| Turtle Creek Wealth Advisors LLC |
65,162 |
155,344 |
+90,182 |
+138.40% |
| Wellspring Financial Advisors LLC |
142,065 |
333,178 |
+191,113 |
+134.53% |
| PFG Investments LLC |
4,650 |
10,434 |
+5,784 |
+124.39% |
| KFA Private Wealth Group LLC |
9,255 |
20,751 |
+11,496 |
+124.21% |
| FSC Wealth Advisors LLC |
1,662 |
3,682 |
+2,020 |
+121.54% |
| Jamison Private Wealth Management Inc. |
3,728 |
8,218 |
+4,490 |
+120.44% |
| WealthShield Partners LLC |
97,116 |
212,903 |
+115,787 |
+119.23% |
| Financial Advisory Corp UT ADV |
52,779 |
107,164 |
+54,385 |
+103.04% |
| Strategic Advocates LLC |
115,308 |
230,824 |
+115,516 |
+100.18% |
| Park Place Capital Corp |
29,750 |
58,722 |
+28,972 |
+97.38% |
| 4Thought Financial Group Inc. |
26,699 |
50,945 |
+24,246 |
+90.81% |
| Occidental Asset Management LLC |
7,679 |
13,917 |
+6,238 |
+81.23% |
| Roth Financial Partners LLC |
61,865 |
101,324 |
+39,459 |
+63.78% |
| Connable Office Inc. |
347,748 |
567,996 |
+220,248 |
+63.34% |
| Simplicity Wealth LLC |
157,616 |
257,125 |
+99,509 |
+63.13% |
| Fifth Third Wealth Advisors LLC |
81,932 |
133,516 |
+51,584 |
+62.96% |
| Viewpoint Investment Partners Corp |
299,500 |
485,000 |
+185,500 |
+61.94% |
| Keel Point LLC |
50,287 |
78,985 |
+28,698 |
+57.07% |
| Wolff Wiese Magana LLC |
776 |
1,211 |
+435 |
+56.06% |
| VERITY Wealth Advisors |
7,497 |
11,636 |
+4,139 |
+55.21% |
| Argent Advisors Inc. |
13,790 |
21,381 |
+7,591 |
+55.05% |
| Stairway Partners LLC |
1,739,620 |
2,601,924 |
+862,304 |
+49.57% |
| Bourgeon Capital Management LLC |
2,945 |
4,345 |
+1,400 |
+47.54% |
| Main Street Financial Solutions LLC |
5,499 |
7,953 |
+2,454 |
+44.63% |
| GAMMA Investing LLC |
74,941 |
108,113 |
+33,172 |
+44.26% |
| Founders Financial Securities LLC |
94,195 |
135,152 |
+40,957 |
+43.48% |
| Foster Group Inc. |
277,124 |
391,570 |
+114,446 |
+41.30% |
| Greenleaf Trust |
686,685 |
967,277 |
+280,592 |
+40.86% |
| VanderPol Investments L.L.C. |
12,341 |
17,285 |
+4,944 |
+40.06% |
| Fairman Group LLC |
765 |
1,062 |
+297 |
+38.82% |
| Orrstown Financial Services Inc. |
20,376 |
28,144 |
+7,768 |
+38.12% |
| MONECO Advisors LLC |
31,006 |
42,426 |
+11,420 |
+36.83% |
| Sunbelt Securities Inc. |
436 |
594 |
+158 |
+36.24% |
| Midwest Heritage Bank FSB |
5,260 |
7,106 |
+1,846 |
+35.10% |
| Harbor Investment Advisory LLC |
1,085 |
1,463 |
+378 |
+34.84% |
| Fifth Third Securities Inc. |
18,301 |
24,381 |
+6,080 |
+33.22% |
| Narwhal Capital Management |
6,077 |
8,077 |
+2,000 |
+32.91% |
| Nations Financial Group Inc. IA ADV |
84,556 |
112,152 |
+27,596 |
+32.64% |
| Valley Forge Investment Consultants Inc. ADV |
7,270 |
9,597 |
+2,327 |
+32.01% |
| Fortitude Family Office LLC |
44,125 |
58,151 |
+14,026 |
+31.79% |
| HB Wealth Management LLC |
9,878 |
12,892 |
+3,014 |
+30.51% |
| Elm Partners Management LLC |
1,706,416 |
2,212,047 |
+505,631 |
+29.63% |
| Viewpoint Capital Management LLC |
960 |
1,240 |
+280 |
+29.17% |
| BCS Wealth Management |
19,216 |
24,693 |
+5,477 |
+28.50% |
| Atticus Wealth Management LLC |
667 |
856 |
+189 |
+28.34% |
| Forthright Family Wealth Advisory LLC |
42,660 |
54,335 |
+11,675 |
+27.37% |
| TFC Financial Management |
307,207 |
390,842 |
+83,635 |
+27.22% |
| Farmers & Merchants Trust Co of Chambersburg PA |
375 |
477 |
+102 |
+27.20% |
| Salem Investment Counselors Inc. |
5,701 |
7,191 |
+1,490 |
+26.14% |
| Allspring Global Investments Holdings LLC |
871,324 |
1,081,494 |
+210,170 |
+24.12% |
| Octavia Wealth Advisors LLC |
502,254 |
618,731 |
+116,477 |
+23.19% |
| Sandy Cove Advisors LLC |
5,104 |
6,283 |
+1,179 |
+23.10% |
| Dravo Bay LLC |
20,873 |
25,605 |
+4,732 |
+22.67% |
| Aaron Wealth Advisors |
421,969 |
515,966 |
+93,997 |
+22.28% |
| Garrett Investment Advisors LLC |
5,391 |
6,592 |
+1,201 |
+22.28% |
| DGS Capital Management LLC |
4,862 |
5,915 |
+1,053 |
+21.66% |
| Vance Wealth Inc. |
82,326 |
100,073 |
+17,747 |
+21.56% |
| Financial Synergies Wealth Advisors Inc. |
461,688 |
560,368 |
+98,680 |
+21.37% |
| Nova R Wealth Inc. |
56,380 |
67,727 |
+11,347 |
+20.13% |
| Hexagon Capital Partners LLC |
11,713 |
13,955 |
+2,242 |
+19.14% |
| Financiere des Professionnels Fonds d investissement inc. |
1,464,448 |
1,740,448 |
+276,000 |
+18.85% |
| Strategy Asset Managers LLC |
7,867 |
9,283 |
+1,416 |
+18.00% |
| Family Capital Trust Co |
824 |
972 |
+148 |
+17.96% |
| Well Done LLC |
6,579 |
7,748 |
+1,169 |
+17.77% |
| First Citizens Bank & Trust Co. |
1,885,528 |
2,217,452 |
+331,924 |
+17.60% |
| IFG Advisors LLC |
7,162 |
8,375 |
+1,213 |
+16.94% |
| Hennion & Walsh Asset Management Inc. |
336,761 |
392,981 |
+56,220 |
+16.69% |
| Foundry Financial Group Inc. |
137,326 |
159,588 |
+22,262 |
+16.21% |
| Eagle Strategies LLC |
12,902 |
14,991 |
+2,089 |
+16.19% |
| Argonautica Private Wealth Management Inc. |
13,389 |
15,554 |
+2,165 |
+16.17% |
| Financial Management Professionals Inc. |
177,950 |
205,546 |
+27,596 |
+15.51% |
| NBT Bank N A NY |
73,689 |
84,910 |
+11,221 |
+15.23% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
5,724 |
6,590 |
+866 |
+15.13% |
| Capital Asset Advisory Services LLC |
20,291 |
23,343 |
+3,052 |
+15.04% |
| Center for Financial Planning Inc. |
1,072 |
1,232 |
+160 |
+14.93% |
| Latitude Advisors LLC |
4,314 |
4,954 |
+640 |
+14.84% |
| Allegiance Financial Group Advisory Services LLC |
51,406 |
58,720 |
+7,314 |
+14.23% |
| MY Purposeful Wealth CORP. |
8,289 |
9,468 |
+1,179 |
+14.22% |
| Baker Boyer National Bank |
16,048 |
18,227 |
+2,179 |
+13.58% |
| First PREMIER Bank |
414 |
469 |
+55 |
+13.29% |
| Strategic Investment Advisors MI |
212,773 |
240,910 |
+28,137 |
+13.22% |
| Stonegate Investment Group LLC |
20,189 |
22,835 |
+2,646 |
+13.11% |
| Gryphon Financial Partners LLC |
14,189 |
16,029 |
+1,840 |
+12.97% |
| OneAscent Financial Services LLC |
21,083 |
23,768 |
+2,685 |
+12.74% |
| Atlas Capital Advisors LLC |
66,063 |
74,071 |
+8,008 |
+12.12% |
| Raymond James Trust N.A. |
366,252 |
409,863 |
+43,611 |
+11.91% |
| Live Oak Private Wealth LLC |
6,190 |
6,923 |
+733 |
+11.84% |
| Financial Strategies Group Inc. |
6,607 |
7,385 |
+778 |
+11.78% |
| Traveka Wealth LLC |
71,475 |
79,878 |
+8,403 |
+11.76% |
| Sunburst Financial Group LLC |
66,559 |
74,299 |
+7,740 |
+11.63% |
| Autumn Glory Partners LLC |
9,765 |
10,875 |
+1,110 |
+11.37% |
| Legacy Private Trust Co. |
38,983 |
43,260 |
+4,277 |
+10.97% |
| Baron Financial Group LLC |
39,371 |
43,651 |
+4,280 |
+10.87% |
| Winthrop Advisory Group LLC |
40,477 |
44,741 |
+4,264 |
+10.53% |
| Wesbanco Bank Inc. |
8,375 |
9,210 |
+835 |
+9.97% |
| Foster & Motley Inc. |
5,312 |
5,828 |
+516 |
+9.71% |
| Lodestar Private Asset Management LLC |
13,502 |
14,749 |
+1,247 |
+9.24% |
| Red Tortoise LLC |
35,372 |
38,612 |
+3,240 |
+9.16% |
| Ayalon Holdings Ltd. |
73,891 |
80,610 |
+6,719 |
+9.09% |
| Iowa State Bank |
166,223 |
181,310 |
+15,087 |
+9.08% |
| BSW Wealth Partners |
211,127 |
230,232 |
+19,105 |
+9.05% |
| APCM Wealth Management for Individuals |
460,141 |
501,496 |
+41,355 |
+8.99% |
| Emerald Advisors LLC |
111,186 |
121,072 |
+9,886 |
+8.89% |
| Cyndeo Wealth Partners LLC |
10,839 |
11,795 |
+956 |
+8.82% |
| Anderson Fisher LLC |
8,840 |
9,588 |
+748 |
+8.46% |
| Catalyst Financial Partners LLC |
170,671 |
184,881 |
+14,210 |
+8.33% |
| CENTRAL TRUST Co |
10,887 |
11,784 |
+897 |
+8.24% |
| Verdence Capital Advisors LLC |
26,129 |
28,245 |
+2,116 |
+8.10% |
| TRUE Private Wealth Advisors |
50,382 |
54,453 |
+4,071 |
+8.08% |
| Westside Investment Management Inc. |
46,447 |
50,192 |
+3,745 |
+8.06% |
| Brand Asset Management Group Inc. |
424,579 |
458,681 |
+34,102 |
+8.03% |
| Global Strategic Investment Solutions LLC |
618,678 |
667,453 |
+48,775 |
+7.88% |
| Flagship Harbor Advisors LLC |
14,042 |
15,118 |
+1,076 |
+7.66% |
| Oak Harbor Wealth Partners LLC |
78,842 |
84,747 |
+5,905 |
+7.49% |
| Financial Advocates Investment Management |
146,544 |
157,379 |
+10,835 |
+7.39% |
| SlateStone Wealth LLC |
27,150 |
29,137 |
+1,987 |
+7.32% |
| Ellis Investment Partners LLC |
5,396 |
5,787 |
+391 |
+7.25% |
| Arcus Capital Partners LLC |
28,133 |
30,126 |
+1,993 |
+7.08% |
| McKinley Carter Wealth Services Inc. |
343,040 |
367,004 |
+23,964 |
+6.99% |
| Smith & Howard Wealth Management LLC |
190,852 |
203,286 |
+12,434 |
+6.51% |
| Wealthfront Advisers LLC |
33,711,808 |
35,902,555 |
+2,190,747 |
+6.50% |
| Jmac Enterprises LLC |
48,035 |
51,127 |
+3,092 |
+6.44% |
| OMNI 360 Wealth Inc. |
49,776 |
52,936 |
+3,160 |
+6.35% |
| Stone Point Wealth LLC |
49,909 |
53,067 |
+3,158 |
+6.33% |
| Little House Capital LLC |
4,960 |
5,271 |
+311 |
+6.27% |
| Exchange Capital Management Inc. |
62,588 |
66,432 |
+3,844 |
+6.14% |
| Fairhaven Wealth Management LLC |
203,875 |
216,399 |
+12,524 |
+6.14% |
| Ascent Wealth Partners LLC |
181,038 |
192,002 |
+10,964 |
+6.06% |
| KWB Wealth |
7,420 |
7,867 |
+447 |
+6.02% |
| Claro Advisors LLC |
25,151 |
26,661 |
+1,510 |
+6.00% |
| JFS Wealth Advisors LLC |
209,590 |
221,857 |
+12,267 |
+5.85% |
| Lane & Associates LLC |
49,266 |
52,128 |
+2,862 |
+5.81% |
| JGP Wealth Management LLC |
30,197 |
31,939 |
+1,742 |
+5.77% |
| Banque Cantonale Vaudoise |
4,983 |
5,257 |
+274 |
+5.50% |
| Wakefield Asset Management LLLP |
150,143 |
158,336 |
+8,193 |
+5.46% |
| RF&L Wealth Management LLC |
40,755 |
42,958 |
+2,203 |
+5.41% |
| Bennett Associates Wealth Management |
103,037 |
108,586 |
+5,549 |
+5.39% |
| Intergy Private Wealth LLC |
48,839 |
51,408 |
+2,569 |
+5.26% |
| Diversified Trust Co |
17,223 |
18,124 |
+901 |
+5.23% |
| Berkshire Bank |
57,582 |
60,586 |
+3,004 |
+5.22% |
| Sequoia Financial Advisors LLC |
488,322 |
513,192 |
+24,870 |
+5.09% |
| Compagnie Lombard Odier SCmA |
55,535 |
58,361 |
+2,826 |
+5.09% |
| Carmichael Hill & Associates Inc. |
1,220 |
1,280 |
+60 |
+4.92% |
| Private Capital Management LLC |
38,923 |
40,797 |
+1,874 |
+4.81% |
| Stratos Wealth Partners LTD. |
867,354 |
907,330 |
+39,976 |
+4.61% |
| Marks Group Wealth Management Inc |
62,533 |
65,399 |
+2,866 |
+4.58% |
| Halbert Hargrove Global Advisors LLC |
2,066,908 |
2,159,780 |
+92,872 |
+4.49% |
| Sage Rhino Capital LLC |
81,897 |
85,508 |
+3,611 |
+4.41% |
| WealthCare Investment Partners LLC |
20,459 |
21,353 |
+894 |
+4.37% |
| Kathmere Capital Management LLC |
6,981 |
7,284 |
+303 |
+4.34% |
| Ballentine Partners LLC |
4,307,324 |
4,491,293 |
+183,969 |
+4.27% |
| Appleton Partners Inc. MA |
239,531 |
249,735 |
+10,204 |
+4.26% |
| Klingman & Associates LLC |
158,784 |
165,506 |
+6,722 |
+4.23% |
| Cary Street Partners Investment Advisory LLC |
5,773 |
6,017 |
+244 |
+4.23% |
| Resonant Capital Advisors LLC |
213,290 |
222,183 |
+8,893 |
+4.17% |
| First Financial Bank Trust Division |
394,141 |
410,208 |
+16,067 |
+4.08% |
| Long Run Wealth Advisors LLC |
192,138 |
199,888 |
+7,750 |
+4.03% |
| Omega Financial Group LLC |
107,271 |
111,560 |
+4,289 |
+4.00% |
| Alaska Permanent Capital Management |
1,327,126 |
1,379,927 |
+52,801 |
+3.98% |
| Invera Wealth Advisors LLC |
70,084 |
72,872 |
+2,788 |
+3.98% |
| Signal Advisors Wealth LLC |
42,294 |
43,871 |
+1,577 |
+3.73% |
| Alpha Omega Wealth Management LLC |
54,579 |
56,597 |
+2,018 |
+3.70% |
| Chai Trust Co. LLC |
534,464 |
554,007 |
+19,543 |
+3.66% |
| Graybill Bartz & Assoc Ltd. |
118,542 |
122,883 |
+4,341 |
+3.66% |
| Bristlecone Advisors LLC |
49,236 |
51,002 |
+1,766 |
+3.59% |
| Parkside Advisors LLC |
151,803 |
157,064 |
+5,261 |
+3.47% |
| Summit Wealth Group LLC |
5,254 |
5,427 |
+173 |
+3.29% |
| Capital Performance Advisors LLP |
8,013 |
8,274 |
+261 |
+3.26% |
| Avenue 1 Advisors LLC |
84,838 |
87,519 |
+2,681 |
+3.16% |
| Wetzel Investment Advisors Inc. |
61,845 |
63,762 |
+1,917 |
+3.10% |
| Dynamic Advisor Solutions LLC |
140,585 |
144,449 |
+3,864 |
+2.75% |
| MBL Wealth LLC |
503,408 |
517,123 |
+13,715 |
+2.72% |
| Arkadios Wealth Advisors |
19,321 |
19,836 |
+515 |
+2.67% |
| Heritage Wealth Management LLC |
46,097 |
47,322 |
+1,225 |
+2.66% |
| CX Institutional |
14,055 |
14,418 |
+363 |
+2.58% |
| MorganRosel Wealth Management LLC |
12,070 |
12,382 |
+312 |
+2.58% |
| Vicus Capital |
430,226 |
440,692 |
+10,466 |
+2.43% |
| CWS Financial Advisors LLC |
11,340 |
11,610 |
+270 |
+2.38% |
| Money Design Co. Ltd. |
37,697 |
38,572 |
+875 |
+2.32% |
| First Merchants Corp |
61,901 |
63,323 |
+1,422 |
+2.30% |
| Kovack Advisors Inc. |
4,792 |
4,901 |
+109 |
+2.27% |
| WBH Advisory Inc. |
116,295 |
118,916 |
+2,621 |
+2.25% |
| VAUGHAN & Co SECURITIES INC. |
200,007 |
204,494 |
+4,487 |
+2.24% |
| MCF Advisors LLC |
1,174,768 |
1,200,921 |
+26,153 |
+2.23% |
| Atlantic Union Bankshares Corp |
3,969 |
4,052 |
+83 |
+2.09% |
| Annapolis Financial Services LLC |
30,087 |
30,689 |
+602 |
+2.00% |
| Parkside Financial Bank & Trust |
32,569 |
33,212 |
+643 |
+1.97% |
| KMG Fiduciary Partners LLC |
32,329 |
32,933 |
+604 |
+1.87% |
| Sterling Investment Advisors LLC ADV |
325,486 |
331,439 |
+5,953 |
+1.83% |
| Redmont Wealth Advisors LLC |
16,598 |
16,900 |
+302 |
+1.82% |
| Shepherd Financial Partners LLC |
433,833 |
441,698 |
+7,865 |
+1.81% |
| WASHINGTON TRUST Co |
322,079 |
327,739 |
+5,660 |
+1.76% |
| CIC Wealth LLC |
4,933 |
5,020 |
+87 |
+1.76% |
| Princeton Global Asset Management LLC |
47,944 |
48,780 |
+836 |
+1.74% |
| Leavell Investment Management Inc. |
52,850 |
53,745 |
+895 |
+1.69% |
| Cornerstone Wealth Group LLC |
110,474 |
112,334 |
+1,860 |
+1.68% |
| Allen Capital Group LLC |
11,639 |
11,823 |
+184 |
+1.58% |
| NBC Securities Inc. |
25,225 |
25,605 |
+380 |
+1.51% |
| Bray Capital Advisors |
86,873 |
88,178 |
+1,305 |
+1.50% |
| Marion Wealth Management |
253,340 |
256,931 |
+3,591 |
+1.42% |
| Stephens Group Asset Management LLC |
87,360 |
88,591 |
+1,231 |
+1.41% |
| Sapient Capital LLC |
6,913 |
7,009 |
+96 |
+1.39% |
| Steele Capital Management Inc. |
72,244 |
73,160 |
+916 |
+1.27% |
| ETF Store Inc. |
6,870 |
6,955 |
+85 |
+1.24% |
| Falcon Wealth Planning |
59,610 |
60,329 |
+719 |
+1.21% |
| High Net Worth Advisory Group LLC |
31,170 |
31,536 |
+366 |
+1.17% |
| Connecticut Wealth Management LLC |
573,522 |
580,170 |
+6,648 |
+1.16% |
| Hart & Patterson Financial Group LLC |
11,089 |
11,217 |
+128 |
+1.15% |
| Hengehold Capital Management LLC |
207,974 |
210,261 |
+2,287 |
+1.10% |
| Brooklyn FI LLC |
134,233 |
135,684 |
+1,451 |
+1.08% |
| Ironwood Wealth Management LLC. |
487,231 |
492,138 |
+4,907 |
+1.01% |
| Crescent Grove Advisors LLC |
290,597 |
293,493 |
+2,896 |
+1.00% |
| Klaas Financial Asset Advisors LLC |
90,402 |
91,259 |
+857 |
+0.95% |
| Cordant Inc. |
43,292 |
43,705 |
+413 |
+0.95% |
| Bogart Wealth LLC |
6,122 |
6,179 |
+57 |
+0.93% |
| Orgel Wealth Management LLC |
335,150 |
338,210 |
+3,060 |
+0.91% |
| True Link Financial Advisors LLC |
8,198 |
8,272 |
+74 |
+0.90% |
| Wedmont Private Capital |
546,105 |
550,339 |
+4,234 |
+0.78% |
| Sage Financial Group Inc. |
9,886 |
9,962 |
+76 |
+0.77% |
| Raymond James & Associates |
14,540,026 |
14,651,892 |
+111,866 |
+0.77% |
| Financial Perspectives Inc |
12,552 |
12,649 |
+97 |
+0.77% |
| Evolution Wealth Advisors LLC |
58,433 |
58,834 |
+401 |
+0.69% |
| Heritage Investors Management Corp |
113,086 |
113,833 |
+747 |
+0.66% |
| Regis Management CO LLC |
161,203 |
162,228 |
+1,025 |
+0.64% |
| Municipal Employees Retirement System of Michigan |
7,884,428 |
7,924,815 |
+40,387 |
+0.51% |
| Adviser Investments LLC |
31,887 |
32,034 |
+147 |
+0.46% |
| Ackerman Capital Advisors LLC |
153,714 |
154,406 |
+692 |
+0.45% |
| Inscription Capital LLC |
4,942 |
4,963 |
+21 |
+0.42% |
| Boyd Wealth Management LLC |
26,887 |
26,994 |
+107 |
+0.40% |
| Concord Wealth Partners |
2,327 |
2,336 |
+9 |
+0.39% |
| Arkansas Financial Group Inc. |
9,717 |
9,752 |
+35 |
+0.36% |
| First Hawaiian Bank |
1,069,556 |
1,073,267 |
+3,711 |
+0.35% |
| ST Germain D J Co. Inc. |
228,680 |
229,363 |
+683 |
+0.30% |
| Financial Advisory Service Inc. |
98,233 |
98,521 |
+288 |
+0.29% |
| OLD National Bancorp IN |
7,988 |
8,006 |
+18 |
+0.23% |
| PBMares Wealth Management LLC |
9,966 |
9,988 |
+22 |
+0.22% |
| Nationwide Fund Advisors |
5,087,676 |
5,098,168 |
+10,492 |
+0.21% |
| Disciplined Investments LLC |
50,368 |
50,457 |
+89 |
+0.18% |
| First United Bank Trust |
42,119 |
42,185 |
+66 |
+0.16% |
| Sachetta LLC |
11,081 |
11,092 |
+11 |
+0.10% |
| Opus Capital Group LLC |
197,362 |
197,533 |
+171 |
+0.09% |
| Sigma Investment Counselors Inc. |
104,951 |
105,036 |
+85 |
+0.08% |
| Pinnacle Bank |
3,935 |
3,938 |
+3 |
+0.08% |
| Hazlett Burt & Watson Inc. |
3,401 |
3,403 |
+2 |
+0.06% |
| Doliver Advisors LP |
7,776 |
7,781 |
+5 |
+0.06% |
| 13F Filers Reporting New Positions In IEMG |
|---|
| GHP Investment Advisors Inc. |
0 |
1 |
+1 |
+100% |
| Argus Investors Counsel Inc. |
0 |
5,720 |
+5,720 |
+100% |
| Wiley BROS. Aintree Capital LLC |
0 |
6,733 |
+6,733 |
+100% |
| Townsend Asset Management Corp NC ADV |
0 |
11,776 |
+11,776 |
+100% |
| Factory Mutual Insurance Co. |
0 |
1,950,000 |
+1,950,000 |
+100% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
0 |
453 |
+453 |
+100% |
| American National Bank & Trust Co. VA |
0 |
4,033 |
+4,033 |
+100% |
| Hartline Investment Corp |
0 |
6,590 |
+6,590 |
+100% |
| Bell Bank |
0 |
7,250 |
+7,250 |
+100% |
| Villere ST Denis J & Co. LLC |
0 |
9,099 |
+9,099 |
+100% |
| Morris Financial Concepts Inc. |
0 |
6,289 |
+6,289 |
+100% |
| Northwest Investment Counselors LLC |
0 |
2,702 |
+2,702 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
247,427 |
+247,427 |
+100% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
0 |
200,000 |
+200,000 |
+100% |
| Paragon Capital Management Ltd |
0 |
4,825 |
+4,825 |
+100% |
| Riverview Trust Co |
0 |
3,165 |
+3,165 |
+100% |
| Silicon Valley Capital Partners |
0 |
115 |
+115 |
+100% |
| First Bank & Trust |
0 |
14,145 |
+14,145 |
+100% |
| 17 Capital Partners LLC |
0 |
6,674 |
+6,674 |
+100% |
| CCG Wealth Management LLC |
0 |
6,926 |
+6,926 |
+100% |
| Bremer Bank National Association |
0 |
36,806 |
+36,806 |
+100% |
| Riversedge Advisors LLC |
0 |
3,938 |
+3,938 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
290 |
+290 |
+100% |
| TI Trust Inc. |
0 |
10,536 |
+10,536 |
+100% |
| Bordeaux Wealth Advisors LLC |
0 |
4,216 |
+4,216 |
+100% |
| Monterey Private Wealth Inc. |
0 |
12,756 |
+12,756 |
+100% |
| KFG Wealth Management LLC |
0 |
5,091 |
+5,091 |
+100% |
| Cypress Financial Planning LLC |
0 |
24,803 |
+24,803 |
+100% |
| Global Assets Advisory LLC |
0 |
106,533 |
+106,533 |
+100% |
| Melfa Wealth Management LLC |
0 |
5,950 |
+5,950 |
+100% |
| Phillips Wealth Planners LLC |
0 |
5,975 |
+5,975 |
+100% |
| Register Financial Advisors LLC |
0 |
2,233 |
+2,233 |
+100% |
| Rooted Wealth Advisors Inc. |
0 |
4,052 |
+4,052 |
+100% |
| Rockwood Wealth Management LLC |
0 |
4,995 |
+4,995 |
+100% |
| Christopher J. Hasenberg Inc |
0 |
124 |
+124 |
+100% |
| Norden Group LLC |
0 |
17,486 |
+17,486 |
+100% |
| WFA Asset Management Corp |
0 |
112 |
+112 |
+100% |
| Naples Money Management LLC |
0 |
8 |
+8 |
+100% |
| Focus Financial Network Inc. |
0 |
31,546 |
+31,546 |
+100% |
| Emprise Bank |
0 |
8,463 |
+8,463 |
+100% |
| Diversify Advisory Services LLC |
0 |
49,027 |
+49,027 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Rowland & Co. Investment Counsel ADV |
4,815 |
4,815 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
470 |
470 |
UNCH |
0.00% |
| First Financialcorp IN |
1,297 |
1,297 |
UNCH |
0.00% |
| Conning Inc. |
137,998 |
137,998 |
UNCH |
0.00% |
| Barrett & Company Inc. |
2,529 |
2,529 |
UNCH |
0.00% |
| Bridges Investment Management Inc. |
367,010 |
367,010 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
122 |
122 |
UNCH |
0.00% |
| Proffitt & Goodson Inc. |
227 |
227 |
UNCH |
0.00% |
| Chesley Taft & Associates LLC |
30,215 |
30,215 |
UNCH |
0.00% |
| Central Bank & Trust Co. |
776 |
776 |
UNCH |
0.00% |
| Haverford Financial Services Inc. |
13,590 |
13,590 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
116 |
116 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
2,652 |
2,652 |
UNCH |
0.00% |
| Migdal Insurance & Financial Holdings Ltd. |
300 |
300 |
UNCH |
0.00% |
| Busey Wealth Management |
7,738 |
7,738 |
UNCH |
0.00% |
| Rocky Mountain Advisers LLC |
384 |
384 |
UNCH |
0.00% |
| Boston Trust Walden Corp |
4,140 |
4,140 |
UNCH |
0.00% |
| Seven Post Investment Office LP |
7,693 |
7,693 |
UNCH |
0.00% |
| Alaska Permanent Fund Corp |
251,000 |
251,000 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
303 |
303 |
UNCH |
0.00% |
| Retirement Systems of Alabama |
7,584,431 |
7,584,431 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
13,208 |
13,208 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
785 |
785 |
UNCH |
0.00% |
| Compass Ion Advisors LLC |
9,899 |
9,899 |
UNCH |
0.00% |
| Evanson Asset Management LLC |
16,216 |
16,216 |
UNCH |
0.00% |
| Northside Capital Management LLC |
7,364 |
7,364 |
UNCH |
0.00% |
| Trust Co |
4,372 |
4,372 |
UNCH |
0.00% |
| MV Capital Management Inc. |
16,928 |
16,928 |
UNCH |
0.00% |
| First Personal Financial Services |
360 |
360 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
2,288 |
2,288 |
UNCH |
0.00% |
| New Capital Management LP |
11,573 |
11,573 |
UNCH |
0.00% |
| Sage Capital Advisors llc |
10,293 |
10,293 |
UNCH |
0.00% |
| Global Trust Asset Management LLC |
190 |
190 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
581 |
581 |
UNCH |
0.00% |
| Red Cedar Investment Management LLC |
388,031 |
388,031 |
UNCH |
0.00% |
| Pathway Financial Advisors LLC |
4,276 |
4,276 |
UNCH |
0.00% |
| Pflug Koory LLC |
2,554 |
2,554 |
UNCH |
0.00% |
| Retirement Group LLC |
392 |
392 |
UNCH |
0.00% |
| Sunesis Advisors LLC |
7,660 |
7,660 |
UNCH |
0.00% |
| Essex Savings Bank |
22,217 |
22,217 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
1 |
1 |
UNCH |
0.00% |
| Your Advocates Ltd. LLP |
25 |
25 |
UNCH |
0.00% |
| PSI Advisors LLC |
329 |
329 |
UNCH |
0.00% |
| Legend Financial Advisors Inc. |
312 |
312 |
UNCH |
0.00% |
| Provident Wealth Management LLC |
874 |
874 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
1,101 |
1,101 |
UNCH |
0.00% |
| Key Financial Inc |
11,177 |
11,177 |
UNCH |
0.00% |
| HighMark Wealth Management LLC |
678 |
678 |
UNCH |
0.00% |
| Game Plan Financial Advisors LLC |
107 |
107 |
UNCH |
0.00% |
| Davis Capital Management |
94 |
94 |
UNCH |
0.00% |
| IAG Wealth Partners LLC |
1,831 |
1,831 |
UNCH |
0.00% |
| Southern Farm Bureau Life Insurance |
790,499 |
790,499 |
UNCH |
0.00% |
| Minot Capital LP |
39,620 |
39,620 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
344 |
344 |
UNCH |
0.00% |
| Oakwell Private Wealth Management LLC |
5,504 |
5,504 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
1,209 |
1,209 |
UNCH |
0.00% |
| Piscataqua Savings Bank |
1,067 |
1,067 |
UNCH |
0.00% |
| Bank of New Hampshire |
260 |
260 |
UNCH |
0.00% |
| Bromfield Sneider Wealth Advisors |
807 |
807 |
UNCH |
0.00% |
| DBK Financial Counsel LLC |
12,447 |
12,447 |
UNCH |
0.00% |
| Sweet Financial Partners LLC |
50,504 |
50,504 |
UNCH |
0.00% |
| City State Bank |
6,250 |
6,250 |
UNCH |
0.00% |
| My Personal CFO LLC |
6,846 |
6,846 |
UNCH |
0.00% |
| DecisionPoint Financial LLC |
187 |
187 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
1,671 |
1,671 |
UNCH |
0.00% |
| Horizons Wealth Management |
1,377 |
1,377 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
12 |
12 |
UNCH |
0.00% |
| Stephens Consulting LLC |
2,219 |
2,219 |
UNCH |
0.00% |
| Mendota Financial Group LLC |
2,568 |
2,568 |
UNCH |
0.00% |
| Financial Freedom LLC |
4,203 |
4,203 |
UNCH |
0.00% |
| Values Added Financial LLC |
19,238 |
19,238 |
UNCH |
0.00% |
| ZRC Wealth Management LLC |
189 |
189 |
UNCH |
0.00% |
| Union Savings Bank |
462 |
462 |
UNCH |
0.00% |
| Peoples Bank KS |
110 |
110 |
UNCH |
0.00% |
| Williams & Novak LLC |
12,218 |
12,218 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
1,676 |
1,676 |
UNCH |
0.00% |
| Planning Capital Management Corp |
905 |
905 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
446 |
446 |
UNCH |
0.00% |
| Cove Private Wealth LLC |
58,258 |
58,258 |
UNCH |
0.00% |
| American Capital Advisory LLC |
1,050 |
1,050 |
UNCH |
0.00% |
| 13F Filers Decreasing IEMG Share Count |
|---|
| Arlington Trust Co LLC |
43 |
2 |
-41 |
-95.35% |
| Summit Global Investments |
157,104 |
8,024 |
-149,080 |
-94.89% |
| Compton Financial Group LLC |
266,214 |
15,771 |
-250,443 |
-94.08% |
| David R. Rahn & Associates Inc. |
97,475 |
5,967 |
-91,508 |
-93.88% |
| Parkside Investments LLC |
111,217 |
12,721 |
-98,496 |
-88.56% |
| Country Trust Bank |
37,943 |
4,945 |
-32,998 |
-86.97% |
| Tompkins Financial Corp |
64,475 |
9,319 |
-55,156 |
-85.55% |
| Patton Albertson Miller Group LLC |
53,173 |
8,017 |
-45,156 |
-84.92% |
| Dakota Community Bank & Trust NA |
1,464 |
261 |
-1,203 |
-82.17% |
| Source Financial Advisors LLC |
23,620 |
4,645 |
-18,975 |
-80.33% |
| Blue Bell Private Wealth Management LLC |
2,313 |
482 |
-1,831 |
-79.16% |
| Cardinal Strategic Wealth Guidance |
53,522 |
11,225 |
-42,297 |
-79.03% |
| CGC Financial Services LLC |
17,633 |
4,480 |
-13,153 |
-74.59% |
| Twele Capital Management Inc. |
722,452 |
223,554 |
-498,898 |
-69.06% |
| Parcion Private Wealth LLC |
107,153 |
35,110 |
-72,043 |
-67.23% |
| Moisand Fitzgerald Tamayo LLC |
610 |
200 |
-410 |
-67.21% |
| Voisard Asset Management Group Inc. |
6,828 |
2,264 |
-4,564 |
-66.84% |
| Symphony Financial Ltd. Co. |
38,714 |
13,089 |
-25,625 |
-66.19% |
| Fountainhead AM LLC |
16,267 |
5,625 |
-10,642 |
-65.42% |
| Bay Harbor Wealth Management LLC |
64,271 |
22,955 |
-41,316 |
-64.28% |
| Proequities Inc. |
111,669 |
40,806 |
-70,863 |
-63.46% |
| Catalyst Private Wealth LLC |
35,548 |
13,110 |
-22,438 |
-63.12% |
| Thrive Wealth Management LLC |
85,377 |
34,511 |
-50,866 |
-59.58% |
| Centurion Wealth Management LLC |
26,565 |
10,897 |
-15,668 |
-58.98% |
| Horst & Graben Wealth Management LLC |
158,351 |
65,991 |
-92,360 |
-58.33% |
| Strategies Wealth Advisors LLC |
31,656 |
13,226 |
-18,430 |
-58.22% |
| CWM LLC |
2,632,028 |
1,116,590 |
-1,515,438 |
-57.58% |
| Park Avenue Securities LLC |
2,021,966 |
858,029 |
-1,163,937 |
-57.56% |
| Valued Wealth Advisors LLC |
77 |
33 |
-44 |
-57.14% |
| Aspire Wealth Management Corp |
9,446 |
4,119 |
-5,327 |
-56.39% |
| Morton Brown Family Wealth LLC |
334 |
147 |
-187 |
-55.99% |
| One Wealth Advisors LLC |
99,850 |
44,013 |
-55,837 |
-55.92% |
| Darrow Company Inc. |
96,450 |
42,605 |
-53,845 |
-55.83% |
| Austin Private Wealth LLC |
241,222 |
106,858 |
-134,364 |
-55.70% |
| Summit Financial LLC |
46,051 |
20,594 |
-25,457 |
-55.28% |
| Steel Peak Wealth Management LLC |
166,510 |
75,105 |
-91,405 |
-54.89% |
| Sunflower Bank N.A. |
15,764 |
7,179 |
-8,585 |
-54.46% |
| JB Capital LLC |
570,524 |
260,512 |
-310,012 |
-54.34% |
| Lloyd Advisory Services LLC. |
18,916 |
9,079 |
-9,837 |
-52.00% |
| SOL Capital Management CO |
137,024 |
65,793 |
-71,231 |
-51.98% |
| Stratos Wealth Advisors LLC |
103,115 |
51,979 |
-51,136 |
-49.59% |
| Lantz Financial LLC |
28,616 |
14,795 |
-13,821 |
-48.30% |
| RCS Financial Planning LLC |
20,000 |
10,488 |
-9,512 |
-47.56% |
| True Vision MN LLC |
60,283 |
31,688 |
-28,595 |
-47.43% |
| Aspire Private Capital LLC |
5,371 |
2,839 |
-2,532 |
-47.14% |
| Janney Montgomery Scott LLC |
1,546,470 |
830,967 |
-715,503 |
-46.27% |
| MA Private Wealth |
11,351 |
6,132 |
-5,219 |
-45.98% |
| UMA Financial Services Inc. |
142,418 |
77,892 |
-64,526 |
-45.31% |
| Charles Schwab Trust Co |
41,985 |
23,028 |
-18,957 |
-45.15% |
| Cypress Wealth Services LLC |
43,350 |
23,963 |
-19,387 |
-44.72% |
| Unique Wealth Strategies LLC |
104,384 |
58,165 |
-46,219 |
-44.28% |
| First Horizon Advisors Inc. |
52,308 |
29,151 |
-23,157 |
-44.27% |
| Brookstone Capital Management |
93,448 |
52,749 |
-40,699 |
-43.55% |
| Pallas Capital Advisors LLC |
12,253 |
6,998 |
-5,255 |
-42.89% |
| Birchcreek Wealth Management LLC |
13,712 |
7,831 |
-5,881 |
-42.89% |
| Palisade Asset Management LLC |
19,629 |
11,338 |
-8,291 |
-42.24% |
| Amplius Wealth Advisors LLC |
10,357 |
5,997 |
-4,360 |
-42.10% |
| Gradient Investments LLC |
5,580 |
3,268 |
-2,312 |
-41.43% |
| Monument Capital Management |
42,744 |
25,301 |
-17,443 |
-40.81% |
| Bear Mountain Capital Inc. |
437 |
259 |
-178 |
-40.73% |
| Hoxton Planning & Management LLC |
29,142 |
17,799 |
-11,343 |
-38.92% |
| Ashton Thomas Private Wealth LLC |
141,438 |
87,229 |
-54,209 |
-38.33% |
| Natixis Advisors L.P. |
60,762 |
38,192 |
-22,570 |
-37.14% |
| First Pacific Financial |
1,964 |
1,248 |
-716 |
-36.46% |
| JNBA Financial Advisors |
44,924 |
28,657 |
-16,267 |
-36.21% |
| Affinity Capital Advisors LLC |
109,999 |
70,427 |
-39,572 |
-35.97% |
| Consolidated Portfolio Review Corp |
8,820 |
5,674 |
-3,146 |
-35.67% |
| Security Financial Services INC. |
6,631 |
4,268 |
-2,363 |
-35.64% |
| Clear Creek Financial Management LLC |
16,303 |
10,565 |
-5,738 |
-35.20% |
| Sightline Wealth Advisors LLC |
17,673 |
11,499 |
-6,174 |
-34.93% |
| Moody National Bank Trust Division |
46,326 |
30,255 |
-16,071 |
-34.69% |
| Newman Dignan & Sheerar Inc. |
56,993 |
37,650 |
-19,343 |
-33.94% |
| Verum Partners LLC |
17,544 |
11,598 |
-5,946 |
-33.89% |
| Apeiron RIA LLC |
70,219 |
46,565 |
-23,654 |
-33.69% |
| Greenwood Capital Associates LLC |
200,332 |
133,068 |
-67,264 |
-33.58% |
| AdvisorNet Financial Inc |
65,742 |
44,062 |
-21,680 |
-32.98% |
| Sage Mountain Advisors LLC |
12,205 |
8,206 |
-3,999 |
-32.77% |
| Strategic Blueprint LLC |
155,810 |
105,510 |
-50,300 |
-32.28% |
| RFG Advisory LLC |
64,840 |
44,557 |
-20,283 |
-31.28% |
| Sutton Place Investors LLC |
7,505 |
5,188 |
-2,317 |
-30.87% |
| Baldwin Brothers Inc. MA |
1,105 |
764 |
-341 |
-30.86% |
| Firethorn Wealth Partners LLC |
40,149 |
27,858 |
-12,291 |
-30.61% |
| GoalVest Advisory LLC |
287 |
201 |
-86 |
-29.97% |
| Sumitomo Life Insurance Co. |
677,000 |
476,200 |
-200,800 |
-29.66% |
| MN Wealth Advisors LLC |
5,993 |
4,241 |
-1,752 |
-29.23% |
| Crestone Asset Management LLC |
69,047 |
49,012 |
-20,035 |
-29.02% |
| Monticello Wealth Management LLC |
108,639 |
77,500 |
-31,139 |
-28.66% |
| MBA Advisors LLC |
10,970 |
7,893 |
-3,077 |
-28.05% |
| Madrona Financial Services LLC |
66,313 |
47,827 |
-18,486 |
-27.88% |
| Global Wealth Strategies & Associates |
5,854 |
4,237 |
-1,617 |
-27.62% |
| Capital Insight Partners LLC |
5,523 |
4,010 |
-1,513 |
-27.39% |
| Peirce Capital Management LLC |
24,410 |
17,738 |
-6,672 |
-27.33% |
| Eudaimonia Partners LLC |
120,540 |
87,776 |
-32,764 |
-27.18% |
| James J. Burns & Company LLC |
59,341 |
43,506 |
-15,835 |
-26.68% |
| Wealthcare Advisory Partners LLC |
11,384 |
8,347 |
-3,037 |
-26.68% |
| LongView Wealth Management |
13,787 |
10,155 |
-3,632 |
-26.34% |
| Strategic Wealth Partners Group LLC |
13,149 |
9,811 |
-3,338 |
-25.39% |
| Onyx Bridge Wealth Group LLC |
9,179 |
6,885 |
-2,294 |
-24.99% |
| FFG Retirement Advisors LLC |
32,665 |
24,654 |
-8,011 |
-24.52% |
| Walkner Condon Financial Advisors LLC |
14,701 |
11,158 |
-3,543 |
-24.10% |
| Mirae Asset Global Investments Co. Ltd. |
2,590,560 |
1,968,200 |
-622,360 |
-24.02% |
| CKW Financial Group |
915,721 |
696,969 |
-218,752 |
-23.89% |
| Pinnacle Financial Partners Inc. |
41,999 |
32,288 |
-9,711 |
-23.12% |
| Courier Capital LLC |
5,119 |
3,940 |
-1,179 |
-23.03% |
| Crane Advisory LLC |
118,557 |
91,431 |
-27,126 |
-22.88% |
| Bangor Savings Bank |
12,205 |
9,505 |
-2,700 |
-22.12% |
| Sovereign Financial Group Inc. |
23,950 |
18,693 |
-5,257 |
-21.95% |
| Mosley Wealth Management |
40,954 |
32,019 |
-8,935 |
-21.82% |
| Everett Harris & Co. CA |
192,362 |
151,534 |
-40,828 |
-21.22% |
| Capital Wealth Management LLC |
7,139 |
5,625 |
-1,514 |
-21.21% |
| Twin Peaks Wealth Advisors LLC |
25,811 |
20,367 |
-5,444 |
-21.09% |
| Trilogy Capital Inc. |
8,150 |
6,454 |
-1,696 |
-20.81% |
| Matrix Asset Advisors Inc. NY |
5,916 |
4,723 |
-1,193 |
-20.17% |
| Alpha Cubed Investments LLC |
5,498 |
4,402 |
-1,096 |
-19.93% |
| Richard P Slaughter Associates Inc |
112,319 |
90,429 |
-21,890 |
-19.49% |
| MGO Private Wealth LLC |
40,929 |
33,249 |
-7,680 |
-18.76% |
| Private Trust Co. NA |
41,251 |
33,609 |
-7,642 |
-18.53% |
| Arbor Investment Advisors LLC |
128,913 |
105,078 |
-23,835 |
-18.49% |
| Cambridge Investment Research Advisors Inc. |
614,925 |
503,668 |
-111,257 |
-18.09% |
| Farmers & Merchants Investments Inc. |
2,285 |
1,877 |
-408 |
-17.86% |
| Family Investment Center Inc. |
34,506 |
28,380 |
-6,126 |
-17.75% |
| IVC Wealth Advisors LLC |
13,169 |
10,849 |
-2,320 |
-17.62% |
| BNP Paribas Arbitrage SA |
21,467 |
17,796 |
-3,671 |
-17.10% |
| Roble Belko & Company Inc |
31,251 |
26,195 |
-5,056 |
-16.18% |
| Olympus Wealth Management LLC |
341,596 |
287,369 |
-54,227 |
-15.87% |
| Cooper Financial Group |
12,914 |
10,945 |
-1,969 |
-15.25% |
| Financial Life Advisors |
8,340 |
7,104 |
-1,236 |
-14.82% |
| Bank of New York Mellon Corp |
7,182,245 |
6,123,872 |
-1,058,373 |
-14.74% |
| GDS Wealth Management |
7,453 |
6,361 |
-1,092 |
-14.65% |
| Benjamin F. Edwards & Company Inc. |
2,371 |
2,027 |
-344 |
-14.51% |
| C2C Wealth Management LLC |
21,445 |
18,345 |
-3,100 |
-14.46% |
| Lowe Wealth Advisors LLC |
7,255 |
6,225 |
-1,030 |
-14.20% |
| Private Advisor Group LLC |
372,903 |
321,355 |
-51,548 |
-13.82% |
| Simon Quick Advisors LLC |
112,601 |
97,119 |
-15,482 |
-13.75% |
| Mayflower Financial Advisors LLC |
87,076 |
75,279 |
-11,797 |
-13.55% |
| Chapin Davis Inc. |
10,585 |
9,168 |
-1,417 |
-13.39% |
| GenTrust LLC |
997,530 |
871,962 |
-125,568 |
-12.59% |
| Mission Wealth Management LP |
215,804 |
188,754 |
-27,050 |
-12.53% |
| Paces Ferry Wealth Advisors LLC |
4,911 |
4,299 |
-612 |
-12.46% |
| New Hampshire Trust |
100,721 |
88,201 |
-12,520 |
-12.43% |
| Breakwater Capital Group |
5,260 |
4,635 |
-625 |
-11.88% |
| TNF LLC |
113,605 |
100,568 |
-13,037 |
-11.48% |
| tru Independence LLC |
17,058 |
15,117 |
-1,941 |
-11.38% |
| Sunpointe LLC |
5,470 |
4,863 |
-607 |
-11.10% |
| Perigon Wealth Management LLC |
220,575 |
196,202 |
-24,373 |
-11.05% |
| BKD Wealth Advisors LLC |
189,536 |
168,785 |
-20,751 |
-10.95% |
| Bowman & Co S.C. |
5,169 |
4,605 |
-564 |
-10.91% |
| Raymond James Financial Services Advisors Inc. |
2,560,546 |
2,298,891 |
-261,655 |
-10.22% |
| Patriot Investment Management Inc. |
176,442 |
158,771 |
-17,671 |
-10.02% |
| Sharkey Howes & Javer |
159,433 |
143,497 |
-15,936 |
-10.00% |
| Tempus Wealth Planning LLC |
10,192 |
9,180 |
-1,012 |
-9.93% |
| Valley National Advisers Inc. |
101 |
91 |
-10 |
-9.90% |
| Veracity Capital LLC |
23,533 |
21,211 |
-2,322 |
-9.87% |
| Hollencrest Capital Management |
61,003 |
55,030 |
-5,973 |
-9.79% |
| Regions Financial Corp |
978,396 |
884,367 |
-94,029 |
-9.61% |
| Ronald Blue Trust Inc. |
3,184,810 |
2,879,074 |
-305,736 |
-9.60% |
| Independence Bank of Kentucky |
5,345 |
4,836 |
-509 |
-9.52% |
| Quad Cities Investment Group LLC |
5,126 |
4,641 |
-485 |
-9.46% |
| Glass Jacobson Investment Advisors llc |
4,039 |
3,661 |
-378 |
-9.36% |
| Kingswood Wealth Advisors LLC |
10,877 |
9,862 |
-1,015 |
-9.33% |
| Single Point Partners LLC |
253,684 |
230,361 |
-23,323 |
-9.19% |
| Criterion Capital Advisors LLC |
2,355 |
2,142 |
-213 |
-9.04% |
| CVA Family Office LLC |
22,481 |
20,499 |
-1,982 |
-8.82% |
| Ausdal Financial Partners Inc. |
80,593 |
73,660 |
-6,933 |
-8.60% |
| Daymark Wealth Partners LLC |
7,970 |
7,297 |
-673 |
-8.44% |
| Investment Advisory Group LLC |
9,951 |
9,115 |
-836 |
-8.40% |
| Dakota Wealth Management |
7,096 |
6,520 |
-576 |
-8.12% |
| One Day In July LLC |
39,758 |
36,544 |
-3,214 |
-8.08% |
| Northwest Bancshares Inc. |
19,781 |
18,183 |
-1,598 |
-8.08% |
| Columbus Macro LLC |
91,636 |
84,261 |
-7,375 |
-8.05% |
| Lake Street Financial LLC |
17,623 |
16,209 |
-1,414 |
-8.02% |
| Asset Dedication LLC |
130,061 |
119,701 |
-10,360 |
-7.97% |
| Guidance Capital Inc. |
273,819 |
252,137 |
-21,682 |
-7.92% |
| Apella Capital LLC |
43,141 |
39,744 |
-3,397 |
-7.87% |
| Commonwealth Equity Services LLC |
2,080,555 |
1,924,131 |
-156,424 |
-7.52% |
| Congress Wealth Management LLC DE |
170,921 |
158,342 |
-12,579 |
-7.36% |
| Rise Advisors LLC |
2,852 |
2,643 |
-209 |
-7.33% |
| JMG Financial Group Ltd. |
32,598 |
30,214 |
-2,384 |
-7.31% |
| Harbour Capital Advisors LLC |
104,201 |
96,741 |
-7,460 |
-7.16% |
| Essex Financial Services Inc. |
6,900 |
6,413 |
-487 |
-7.06% |
| Fifth Third Bancorp |
1,573,883 |
1,463,073 |
-110,810 |
-7.04% |
| Creative Financial Designs Inc. ADV |
13,742 |
12,789 |
-953 |
-6.93% |
| Accurate Wealth Management LLC |
6,546 |
6,102 |
-444 |
-6.78% |
| Cornell Pochily Investment Advisors Inc. |
9,091 |
8,476 |
-615 |
-6.76% |
| Grimes & Company Inc. |
2,239,504 |
2,091,056 |
-148,448 |
-6.63% |
| BOK Financial Private Wealth Inc. |
13,225 |
12,348 |
-877 |
-6.63% |
| Charter Oak Capital Management LLC |
19,842 |
18,531 |
-1,311 |
-6.61% |
| BLB&B Advisors LLC |
653,264 |
610,098 |
-43,166 |
-6.61% |
| Schoolcraft Capital LLC |
141,703 |
132,464 |
-9,239 |
-6.52% |
| Procyon Private Wealth Partners LLC |
9,321 |
8,721 |
-600 |
-6.44% |
| Greenspring Advisors LLC |
4,174 |
3,906 |
-268 |
-6.42% |
| Abacus Planning Group Inc. |
18,805 |
17,635 |
-1,170 |
-6.22% |
| UMB Bank N A MO |
365,234 |
342,770 |
-22,464 |
-6.15% |
| Aspiriant LLC |
1,057,530 |
993,157 |
-64,373 |
-6.09% |
| Tritonpoint Wealth LLC |
41,235 |
38,745 |
-2,490 |
-6.04% |
| Canvas Wealth Advisors LLC |
10,171 |
9,576 |
-595 |
-5.85% |
| Venturi Wealth Management LLC |
283,202 |
267,722 |
-15,480 |
-5.47% |
| Cherry Tree Wealth Management LLC |
17,750 |
16,794 |
-956 |
-5.39% |
| Colton Groome Financial Advisors LLC |
16,469 |
15,589 |
-880 |
-5.34% |
| Peterson Wealth Services |
15,432 |
14,621 |
-811 |
-5.26% |
| Clarius Group LLC |
1,027,483 |
975,831 |
-51,652 |
-5.03% |
| Legacy Wealth Asset Management LLC |
5,858 |
5,568 |
-290 |
-4.95% |
| McNamara Financial Services Inc. |
13,479 |
12,812 |
-667 |
-4.95% |
| Hassell Wealth Management LLC |
10,443 |
9,928 |
-515 |
-4.93% |
| Wealth Enhancement Advisory Services LLC |
1,342,262 |
1,276,406 |
-65,856 |
-4.91% |
| Lindbrook Capital LLC |
21 |
20 |
-1 |
-4.76% |
| Hubbell Strickland Wealth Management LLC |
8,470 |
8,068 |
-402 |
-4.75% |
| Hillcrest Wealth Advisors NY LLC |
17,125 |
16,325 |
-800 |
-4.67% |
| Montecito Bank & Trust |
15,875 |
15,140 |
-735 |
-4.63% |
| Aspen Investment Management Inc |
16,865 |
16,090 |
-775 |
-4.60% |
| Fulton Bank N.A. |
8,515 |
8,131 |
-384 |
-4.51% |
| Nilsine Partners LLC |
26,690 |
25,524 |
-1,166 |
-4.37% |
| Cranbrook Wealth Management LLC |
80,261 |
76,852 |
-3,409 |
-4.25% |
| Capital Investment Advisory Services LLC |
43,517 |
41,685 |
-1,832 |
-4.21% |
| LexAurum Advisors LLC |
7,242 |
6,944 |
-298 |
-4.11% |
| MEMBERS Trust Co |
4,286,385 |
4,114,384 |
-172,001 |
-4.01% |
| PFS Partners LLC |
100 |
96 |
-4 |
-4.00% |
| Parsons Capital Management Inc. RI |
12,537 |
12,070 |
-467 |
-3.72% |
| Bank of Stockton |
167,149 |
161,058 |
-6,091 |
-3.64% |
| Brown Advisory Inc. |
960,886 |
925,991 |
-34,895 |
-3.63% |
| Lpwm LLC |
21,676 |
20,896 |
-780 |
-3.60% |
| Hanson & Doremus Investment Management |
7,597 |
7,332 |
-265 |
-3.49% |
| Miracle Mile Advisors LLC |
164,882 |
159,148 |
-5,734 |
-3.48% |
| Meredith Wealth Planning |
6,002 |
5,802 |
-200 |
-3.33% |
| MPS Loria Financial Planners LLC |
620,517 |
600,028 |
-20,489 |
-3.30% |
| Grove Bank & Trust |
130,739 |
126,513 |
-4,226 |
-3.23% |
| Maryland Capital Advisors Inc. |
15,826 |
15,325 |
-501 |
-3.17% |
| Bruce G. Allen Investments LLC |
18,717 |
18,126 |
-591 |
-3.16% |
| FFT Wealth Management LLC |
10,384 |
10,061 |
-323 |
-3.11% |
| Strategic Investment Management LLC |
498,303 |
482,913 |
-15,390 |
-3.09% |
| Fairway Wealth LLC |
89,973 |
87,234 |
-2,739 |
-3.04% |
| LS Investment Advisors LLC |
6,184 |
6,000 |
-184 |
-2.98% |
| Sage Advisory Services Ltd.Co. |
287,868 |
279,358 |
-8,510 |
-2.96% |
| Pure Financial Advisors Inc. |
206,125 |
200,085 |
-6,040 |
-2.93% |
| J.W. Cole Advisors Inc. |
38,704 |
37,569 |
-1,135 |
-2.93% |
| Lbmc Investment Advisors LLC |
143,021 |
138,897 |
-4,124 |
-2.88% |
| Tarbox Family Office Inc. |
308,772 |
299,941 |
-8,831 |
-2.86% |
| Elevated Capital Advisors LLC |
15,801 |
15,361 |
-440 |
-2.78% |
| International Assets Investment Management LLC |
14,030 |
13,645 |
-385 |
-2.74% |
| Trust Point Inc. |
6,877 |
6,693 |
-184 |
-2.68% |
| Presilium Private Wealth LLC |
73,225 |
71,302 |
-1,923 |
-2.63% |
| McGlone Suttner Wealth Management Inc. |
195,349 |
190,295 |
-5,054 |
-2.59% |
| Country Club Bank GFN |
81,481 |
79,368 |
-2,113 |
-2.59% |
| Cantor Fitzgerald Investment Adviser L.P. |
75,147 |
73,213 |
-1,934 |
-2.57% |
| Segment Wealth Management LLC |
76,950 |
75,005 |
-1,945 |
-2.53% |
| RHS Financial LLC |
5,158 |
5,029 |
-129 |
-2.50% |
| Newbridge Financial Services Group Inc. |
683 |
666 |
-17 |
-2.49% |
| Defined Wealth Management LLC |
42,850 |
41,791 |
-1,059 |
-2.47% |
| Madison Wealth Partners Inc |
18,698 |
18,237 |
-461 |
-2.47% |
| Upper Left Wealth Management LLC |
15,065 |
14,700 |
-365 |
-2.42% |
| Spire Wealth Management |
432,513 |
422,058 |
-10,455 |
-2.42% |
| Woodmont Investment Counsel LLC |
69,488 |
67,811 |
-1,677 |
-2.41% |
| City Holding Co. |
5,564 |
5,434 |
-130 |
-2.34% |
| REDW Wealth LLC |
8,844 |
8,647 |
-197 |
-2.23% |
| ADE LLC |
21,378 |
20,905 |
-473 |
-2.21% |
| Soltis Investment Advisors LLC |
21,628 |
21,165 |
-463 |
-2.14% |
| Pinnacle Wealth Management Advisory Group LLC |
30,442 |
29,790 |
-652 |
-2.14% |
| Inspirion Wealth Advisors LLC |
8,649 |
8,468 |
-181 |
-2.09% |
| Fortis Capital Management LLC |
4,900 |
4,799 |
-101 |
-2.06% |
| American Financial Advisors LLC |
9,909 |
9,705 |
-204 |
-2.06% |
| StoneX Group Inc. |
12,386 |
12,136 |
-250 |
-2.02% |
| Summit Trail Advisors LLC |
5,381 |
5,273 |
-108 |
-2.01% |
| Fragasso Group Inc. |
29,125 |
28,547 |
-578 |
-1.98% |
| Private Ocean LLC |
43,713 |
42,909 |
-804 |
-1.84% |
| Global Retirement Partners LLC |
193,734 |
190,337 |
-3,397 |
-1.75% |
| SOA Wealth Advisors LLC. |
34,896 |
34,290 |
-606 |
-1.74% |
| PDS Planning Inc |
206,832 |
203,391 |
-3,441 |
-1.66% |
| Halpern Financial Inc. |
74,696 |
73,467 |
-1,229 |
-1.65% |
| Cedar Brook Financial Partners LLC |
76,838 |
75,572 |
-1,266 |
-1.65% |
| Macroview Investment Management LLC |
316 |
311 |
-5 |
-1.58% |
| Courage Miller Partners LLC |
10,004 |
9,848 |
-156 |
-1.56% |
| Capital Advisors Inc. OK |
341,575 |
336,247 |
-5,328 |
-1.56% |
| Aurum Wealth Management Group LLC |
304,202 |
299,511 |
-4,691 |
-1.54% |
| Webster Bank N. A. |
145,386 |
143,221 |
-2,165 |
-1.49% |
| MTC Wealth Management LLC |
309,704 |
305,256 |
-4,448 |
-1.44% |
| Cornerstone Wealth Management LLC |
15,102 |
14,884 |
-218 |
-1.44% |
| Aletheian Wealth Advisors LLC |
23,769 |
23,428 |
-341 |
-1.43% |
| Sumitomo Mitsui Trust Holdings Inc. |
697,697 |
688,537 |
-9,160 |
-1.31% |
| Willis Johnson & Associates Inc. |
105,786 |
104,483 |
-1,303 |
-1.23% |
| Rosenberg Matthew Hamilton |
59,778 |
59,046 |
-732 |
-1.22% |
| Signature Securities Group Corporation |
15,746 |
15,567 |
-179 |
-1.14% |
| Trueblood Wealth Management LLC |
8,700 |
8,604 |
-96 |
-1.10% |
| SeaCrest Wealth Management LLC |
6,082 |
6,017 |
-65 |
-1.07% |
| Channel Wealth LLC |
29,584 |
29,270 |
-314 |
-1.06% |
| Nicholas Hoffman & Company LLC. |
5,350 |
5,297 |
-53 |
-0.99% |
| Checchi Capital Advisers LLC |
212,271 |
210,164 |
-2,107 |
-0.99% |
| Massmutual Trust Co. FSB ADV |
479,440 |
475,167 |
-4,273 |
-0.89% |
| Lansing Street Advisors |
79,799 |
79,116 |
-683 |
-0.86% |
| Evensky & Katz LLC |
151,737 |
150,499 |
-1,238 |
-0.82% |
| Allworth Financial LP |
162,489 |
161,196 |
-1,293 |
-0.80% |
| BlueSky Wealth Advisors LLC |
37,932 |
37,640 |
-292 |
-0.77% |
| Signet Financial Management LLC |
72,863 |
72,312 |
-551 |
-0.76% |
| Naples Global Advisors LLC |
15,107 |
14,993 |
-114 |
-0.75% |
| Strategic Financial Planning Inc. |
38,955 |
38,667 |
-288 |
-0.74% |
| Matthew Goff Investment Advisor LLC |
133,025 |
132,073 |
-952 |
-0.72% |
| Chicago Partners Investment Group LLC |
22,665 |
22,516 |
-149 |
-0.66% |
| Coastal Investment Advisors Inc. |
25,048 |
24,898 |
-150 |
-0.60% |
| Confluence Wealth Services Inc. |
19,479 |
19,368 |
-111 |
-0.57% |
| Howard Financial Services LTD. |
11,673 |
11,610 |
-63 |
-0.54% |
| First National Trust Co |
8,419 |
8,375 |
-44 |
-0.52% |
| McAdam LLC |
10,043 |
9,992 |
-51 |
-0.51% |
| Armstrong Fleming & Moore Inc |
22,339 |
22,229 |
-110 |
-0.49% |
| YHB Investment Advisors Inc. |
77,446 |
77,081 |
-365 |
-0.47% |
| Pinnacle Associates Ltd. |
53,202 |
52,977 |
-225 |
-0.42% |
| Raymond James Trust CO. of NH |
6,894 |
6,866 |
-28 |
-0.41% |
| Clarity Wealth Advisors LLC |
5,549 |
5,528 |
-21 |
-0.38% |
| Wooster Corthell Wealth Management Inc. |
24,954 |
24,866 |
-88 |
-0.35% |
| Phillips Financial Management LLC |
11,218 |
11,192 |
-26 |
-0.23% |
| Mather Group LLC. |
142,961 |
142,730 |
-231 |
-0.16% |
| Galvin Gaustad & Stein LLC |
247,535 |
247,419 |
-116 |
-0.05% |
| Acropolis Investment Management LLC |
144,443 |
144,388 |
-55 |
-0.04% |
| Ritholtz Wealth Management |
448,000 |
447,860 |
-140 |
-0.03% |
| Lam Group Inc. |
54,740 |
54,735 |
-5 |
-0.01% |
| Five Oceans Advisors |
16,054 |
16,053 |
-1 |
-0.01% |
| LGL Partners LLC |
9,870 |
9,869 |
-1 |
-0.01% |
| 13F Filers Exiting IEMG |
|---|
| Ables Iannone Moore & Associates Inc. |
549 |
0 |
-549 |
-100.00% |
| Private Wealth Management Group LLC |
507 |
0 |
-507 |
-100.00% |
| Wynn Capital LLC |
5,800 |
0 |
-5,800 |
-100.00% |
| BKM Wealth Management LLC |
2,793 |
0 |
-2,793 |
-100.00% |
| Premier Path Wealth Partners LLC |
10,555 |
0 |
-10,555 |
-100.00% |
| B.O.S.S. Retirement Advisors LLC |
77,427 |
0 |
-77,427 |
-100.00% |
| Great Waters Wealth Management |
4,501 |
0 |
-4,501 |
-100.00% |
| Unique Wealth LLC |
4,190 |
0 |
-4,190 |
-100.00% |
| Western Financial Corp CA |
4,784 |
0 |
-4,784 |
-100.00% |
| Castle Wealth Management LLC |
4,180 |
0 |
-4,180 |
-100.00% |
| Hutchens & Kramer Investment Management Group LLC |
4,201 |
0 |
-4,201 |
-100.00% |
| Forbes Financial Planning Inc. |
12,808 |
0 |
-12,808 |
-100.00% |
| Saxon Interests Inc. |
3,968 |
0 |
-3,968 |
-100.00% |
| Peterson Financial Group Inc. |
15,897 |
0 |
-15,897 |
-100.00% |
| Henrickson Nauta Wealth Advisors Inc. |
5,731 |
0 |
-5,731 |
-100.00% |
| DMG Group LLC |
4,296 |
0 |
-4,296 |
-100.00% |
| JTC Employer Solutions Trusteee Ltd |
850 |
0 |
-850 |
-100.00% |
| Level Financial Advisors Inc. |
188 |
0 |
-188 |
-100.00% |
| Dentgroup LLC |
4,946 |
0 |
-4,946 |
-100.00% |
| Koss Olinger Consulting LLC |
5,498 |
0 |
-5,498 |
-100.00% |
| Williams Financial LLC |
38,775 |
0 |
-38,775 |
-100.00% |
| Elk River Wealth Management LLC |
4,085 |
0 |
-4,085 |
-100.00% |
| Accel Wealth Management |
5,248 |
0 |
-5,248 |
-100.00% |
| Planned Solutions Inc. |
314 |
0 |
-314 |
-100.00% |
| Tennessee Valley Asset Management Partners |
3,320 |
0 |
-3,320 |
-100.00% |
| Client First Capital LLC |
27,028 |
0 |
-27,028 |
-100.00% |
| ONE Advisory Partners LLC |
4,978 |
0 |
-4,978 |
-100.00% |
| TrueWealth Advisors LLC |
5,276 |
0 |
-5,276 |
-100.00% |
| Investment Research & Advisory Group Inc. |
27 |
0 |
-27 |
-100.00% |
| Beacon Financial Advisory LLC |
7,060 |
0 |
-7,060 |
-100.00% |
| Detalus Advisors LLC |
4,183 |
0 |
-4,183 |
-100.00% |
| Relyea Zuckerberg Hanson LLC |
37,472 |
0 |
-37,472 |
-100.00% |
| New World Advisors LLC |
8,523 |
0 |
-8,523 |
-100.00% |
| Market Street Wealth Management Advisors LLC |
5,022 |
0 |
-5,022 |
-100.00% |
| Hobart Private Capital LLC |
4,228 |
0 |
-4,228 |
-100.00% |
| McGuire Investment Group LLC |
5,417 |
0 |
-5,417 |
-100.00% |
| Insight Wealth Strategies LLC |
4,034 |
0 |
-4,034 |
-100.00% |
| Avondale Wealth Management |
3,500 |
0 |
-3,500 |
-100.00% |
| Versant Capital Management Inc |
48 |
0 |
-48 |
-100.00% |
| 180 Wealth Advisors LLC |
4,014 |
0 |
-4,014 |
-100.00% |
| Meridian Wealth Management LLC |
20,702 |
0 |
-20,702 |
-100.00% |
| Fort Pitt Capital Group LLC |
4,299 |
0 |
-4,299 |
-100.00% |
| Kwmg LLC |
4,897 |
0 |
-4,897 |
-100.00% |
| Tradewinds Capital Management LLC |
569 |
0 |
-569 |
-100.00% |
| Gemmer Asset Management LLC |
4,160 |
0 |
-4,160 |
-100.00% |
| Carlson Capital Management |
30,332 |
0 |
-30,332 |
-100.00% |
| LVZ Advisors Inc. |
43,715 |
0 |
-43,715 |
-100.00% |
| Hanlon Investment Management Inc. |
9,059 |
0 |
-9,059 |
-100.00% |
| Coastline Trust Co |
6,455 |
0 |
-6,455 |
-100.00% |
| Atwood & Palmer Inc. |
793 |
0 |
-793 |
-100.00% |
| Toth Financial Advisory Corp |
28 |
0 |
-28 |
-100.00% |
See Summary: Institutional Holders of IEMG
See Details: Top 10 Hedge Funds Holding IEMG
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