 |
|
|
This page summarizes the IVW 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 IVW 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 IVW Share Count |
|---|
| West Paces Advisors Inc. |
51 |
4,727 |
+4,676 |
+9168.63% |
| Winthrop Advisory Group LLC |
1,592 |
47,936 |
+46,344 |
+2911.06% |
| Simplicity Wealth LLC |
14,197 |
142,699 |
+128,502 |
+905.13% |
| Sound Income Strategies LLC |
2,379 |
21,049 |
+18,670 |
+784.78% |
| EWG Elevate Inc. |
5,874 |
49,986 |
+44,112 |
+750.97% |
| Eagle Strategies LLC |
14,307 |
59,116 |
+44,809 |
+313.20% |
| Advocacy Wealth Management Services LLC |
121,227 |
449,485 |
+328,258 |
+270.78% |
| Twin Peaks Wealth Advisors LLC |
6,147 |
20,794 |
+14,647 |
+238.28% |
| Sutton Place Investors LLC |
4,277 |
14,273 |
+9,996 |
+233.72% |
| Hutchens & Kramer Investment Management Group LLC |
3,341 |
11,113 |
+7,772 |
+232.62% |
| Perigon Wealth Management LLC |
32,278 |
95,348 |
+63,070 |
+195.40% |
| Pettinga Financial Advisors LLC |
77,146 |
222,982 |
+145,836 |
+189.04% |
| UMA Financial Services Inc. |
47,524 |
135,352 |
+87,828 |
+184.81% |
| Austin Private Wealth LLC |
115,035 |
321,677 |
+206,642 |
+179.63% |
| Steel Peak Wealth Management LLC |
69,007 |
190,072 |
+121,065 |
+175.44% |
| Lantz Financial LLC |
12,411 |
33,818 |
+21,407 |
+172.48% |
| Bay Harbor Wealth Management LLC |
28,479 |
76,045 |
+47,566 |
+167.02% |
| Hoxton Planning & Management LLC |
14,527 |
37,896 |
+23,369 |
+160.87% |
| Sovereign Financial Group Inc. |
4,823 |
12,315 |
+7,492 |
+155.34% |
| Aspire Wealth Management Corp |
4,472 |
11,283 |
+6,811 |
+152.30% |
| Park Avenue Securities LLC |
1,081,807 |
2,649,963 |
+1,568,156 |
+144.96% |
| Moneywise Inc. |
10,946 |
26,247 |
+15,301 |
+139.79% |
| Venturi Wealth Management LLC |
10,403 |
24,101 |
+13,698 |
+131.67% |
| Aspire Private Capital LLC |
4,577 |
10,302 |
+5,725 |
+125.08% |
| Horst & Graben Wealth Management LLC |
81,193 |
179,074 |
+97,881 |
+120.55% |
| One Wealth Advisors LLC |
73,345 |
156,998 |
+83,653 |
+114.05% |
| Wiley BROS. Aintree Capital LLC |
7,924 |
16,468 |
+8,544 |
+107.82% |
| Sugarloaf Wealth Management LLC |
438 |
908 |
+470 |
+107.31% |
| Bank of New York Mellon Corp |
532,724 |
1,066,170 |
+533,446 |
+100.14% |
| ONE Advisory Partners LLC |
59,067 |
117,193 |
+58,126 |
+98.41% |
| Evolution Wealth Advisors LLC |
2,960 |
5,715 |
+2,755 |
+93.07% |
| Harbor Investment Advisory LLC |
20,706 |
39,976 |
+19,270 |
+93.06% |
| Guidance Capital Inc. |
17,873 |
32,977 |
+15,104 |
+84.51% |
| Oxinas Partners Wealth Management LLC |
15,047 |
27,595 |
+12,548 |
+83.39% |
| Francis Financial Inc. |
2,740 |
4,909 |
+2,169 |
+79.16% |
| Cypress Wealth Services LLC |
55,751 |
99,733 |
+43,982 |
+78.89% |
| Security Financial Services INC. |
115,872 |
191,190 |
+75,318 |
+65.00% |
| Apella Capital LLC |
4,292 |
7,049 |
+2,757 |
+64.24% |
| Signal Advisors Wealth LLC |
21,093 |
34,483 |
+13,390 |
+63.48% |
| First Citizens Bank & Trust Co. |
17,007 |
27,355 |
+10,348 |
+60.85% |
| Midwest Financial Group LLC |
52,101 |
83,440 |
+31,339 |
+60.15% |
| Madrona Financial Services LLC |
30,976 |
49,476 |
+18,500 |
+59.72% |
| WealthShield Partners LLC |
66,906 |
105,638 |
+38,732 |
+57.89% |
| CWM LLC |
2,814,553 |
4,419,212 |
+1,604,659 |
+57.01% |
| TrueWealth Advisors LLC |
2,859 |
4,342 |
+1,483 |
+51.87% |
| Brookstone Capital Management |
111,980 |
169,143 |
+57,163 |
+51.05% |
| WESPAC Advisors LLC |
19,058 |
28,756 |
+9,698 |
+50.89% |
| Tompkins Financial Corp |
6,192 |
9,217 |
+3,025 |
+48.85% |
| Mayflower Financial Advisors LLC |
55,308 |
82,254 |
+26,946 |
+48.72% |
| Stablepoint Partners LLC |
14,612 |
21,434 |
+6,822 |
+46.69% |
| 17 Capital Partners LLC |
22,343 |
32,722 |
+10,379 |
+46.45% |
| CX Institutional |
119,454 |
171,564 |
+52,110 |
+43.62% |
| Dentgroup LLC |
19,780 |
28,292 |
+8,512 |
+43.03% |
| Smith Anglin Financial LLC |
1,058,998 |
1,462,631 |
+403,633 |
+38.11% |
| Weaver Consulting Group |
5,819 |
8,008 |
+2,189 |
+37.62% |
| RDA Financial Network |
2,937 |
4,029 |
+1,092 |
+37.18% |
| Firethorn Wealth Partners LLC |
22,043 |
30,036 |
+7,993 |
+36.26% |
| RCS Financial Planning LLC |
13,354 |
18,133 |
+4,779 |
+35.79% |
| Stratos Wealth Advisors LLC |
74,355 |
100,438 |
+26,083 |
+35.08% |
| Trilogy Capital Inc. |
4,668 |
6,273 |
+1,605 |
+34.38% |
| First Horizon Advisors Inc. |
100,047 |
134,358 |
+34,311 |
+34.29% |
| TRUE Private Wealth Advisors |
27,349 |
35,809 |
+8,460 |
+30.93% |
| Iams Wealth Management LLC |
18,316 |
23,977 |
+5,661 |
+30.91% |
| Apeiron RIA LLC |
32,034 |
41,892 |
+9,858 |
+30.77% |
| Claro Advisors LLC |
10,126 |
12,882 |
+2,756 |
+27.22% |
| Platte River Wealth Advisors LLC |
390,933 |
495,534 |
+104,601 |
+26.76% |
| Founders Financial Securities LLC |
5,081 |
6,384 |
+1,303 |
+25.64% |
| Natixis Advisors L.P. |
104,464 |
128,679 |
+24,215 |
+23.18% |
| Ehrlich Financial Group |
98,020 |
119,095 |
+21,075 |
+21.50% |
| NBT Bank N A NY |
7,183 |
8,698 |
+1,515 |
+21.09% |
| RHS Financial LLC |
9,077 |
10,876 |
+1,799 |
+19.82% |
| Segment Wealth Management LLC |
4,232 |
4,892 |
+660 |
+15.60% |
| Ashton Thomas Private Wealth LLC |
96,385 |
111,278 |
+14,893 |
+15.45% |
| Summit Financial LLC |
3,827 |
4,406 |
+579 |
+15.13% |
| Crescent Grove Advisors LLC |
6,743 |
7,737 |
+994 |
+14.74% |
| Grimes & Company Inc. |
2,890 |
3,313 |
+423 |
+14.64% |
| Detalus Advisors LLC |
180,453 |
204,003 |
+23,550 |
+13.05% |
| Global Retirement Partners LLC |
124,891 |
141,041 |
+16,150 |
+12.93% |
| Spire Wealth Management |
201,322 |
225,556 |
+24,234 |
+12.04% |
| Roman Butler Fullerton & Co. |
16,872 |
18,846 |
+1,974 |
+11.70% |
| Ausdal Financial Partners Inc. |
4,342 |
4,821 |
+479 |
+11.03% |
| Cooper Financial Group |
4,324 |
4,788 |
+464 |
+10.73% |
| All Season Financial Advisors Inc. |
7,446 |
8,244 |
+798 |
+10.72% |
| Wesbanco Bank Inc. |
10,376 |
11,464 |
+1,088 |
+10.49% |
| Park National Corp OH |
6,074 |
6,706 |
+632 |
+10.41% |
| Thrive Wealth Management LLC |
7,971 |
8,779 |
+808 |
+10.14% |
| Private Trust Co. NA |
21,408 |
23,506 |
+2,098 |
+9.80% |
| Lake Street Financial LLC |
3,671 |
4,026 |
+355 |
+9.67% |
| Retirement Planning Group |
61,661 |
67,543 |
+5,882 |
+9.54% |
| Disciplined Investments LLC |
6,425 |
6,981 |
+556 |
+8.65% |
| Mosley Wealth Management |
34,534 |
37,322 |
+2,788 |
+8.07% |
| Annex Advisory Services LLC |
3,778 |
4,055 |
+277 |
+7.33% |
| Soltis Investment Advisors LLC |
43,408 |
46,457 |
+3,049 |
+7.02% |
| Dynamic Advisor Solutions LLC |
16,110 |
17,236 |
+1,126 |
+6.99% |
| Sapient Capital LLC |
62,004 |
66,297 |
+4,293 |
+6.92% |
| Welch Group LLC |
4,041 |
4,318 |
+277 |
+6.85% |
| OLD National Bancorp IN |
48,343 |
51,621 |
+3,278 |
+6.78% |
| Essex Financial Services Inc. |
25,580 |
27,177 |
+1,597 |
+6.24% |
| Commonwealth Equity Services LLC |
2,831,843 |
3,007,626 |
+175,783 |
+6.21% |
| Praetorian Wealth Management Inc. |
706,258 |
749,205 |
+42,947 |
+6.08% |
| Annapolis Financial Services LLC |
519 |
550 |
+31 |
+5.97% |
| City Holding Co. |
8,067 |
8,538 |
+471 |
+5.84% |
| Armor Investment Advisors LLC |
781 |
826 |
+45 |
+5.76% |
| Investment Advisory Group LLC |
56,744 |
60,008 |
+3,264 |
+5.75% |
| HighMark Wealth Management LLC |
281 |
297 |
+16 |
+5.69% |
| Aprio Wealth Management LLC |
10,027 |
10,582 |
+555 |
+5.54% |
| Lakeridge Wealth Management LLC |
8,993 |
9,488 |
+495 |
+5.50% |
| Lbmc Investment Advisors LLC |
135,928 |
143,138 |
+7,210 |
+5.30% |
| TAP Consulting LLC |
7,504 |
7,898 |
+394 |
+5.25% |
| Schoolcraft Capital LLC |
4,591 |
4,812 |
+221 |
+4.81% |
| Arbor Trust Wealth Advisors LLC |
3,402 |
3,561 |
+159 |
+4.67% |
| One Day In July LLC |
9,153 |
9,576 |
+423 |
+4.62% |
| Prosperity Planning Inc. |
24,174 |
25,290 |
+1,116 |
+4.62% |
| Ballentine Partners LLC |
21,540 |
22,507 |
+967 |
+4.49% |
| Planned Solutions Inc. |
10,336 |
10,799 |
+463 |
+4.48% |
| McAdam LLC |
4,943 |
5,161 |
+218 |
+4.41% |
| Valeo Financial Advisors LLC |
29,002 |
30,268 |
+1,266 |
+4.37% |
| Smith Chas P & Associates PA Cpas |
5,832 |
6,084 |
+252 |
+4.32% |
| Forthright Family Wealth Advisory LLC |
30,300 |
31,532 |
+1,232 |
+4.07% |
| Glass Jacobson Investment Advisors llc |
3,997 |
4,159 |
+162 |
+4.05% |
| Keystone Wealth Services LLC |
14,057 |
14,588 |
+531 |
+3.78% |
| Pathway Financial Advisors LLC |
26,244 |
27,160 |
+916 |
+3.49% |
| Financial Perspectives Inc |
90,929 |
94,043 |
+3,114 |
+3.42% |
| RFG Advisory LLC |
34,176 |
35,313 |
+1,137 |
+3.33% |
| Simon Quick Advisors LLC |
94,763 |
97,782 |
+3,019 |
+3.19% |
| Krilogy Financial LLC |
25,078 |
25,870 |
+792 |
+3.16% |
| Capital Investment Advisory Services LLC |
57,451 |
59,256 |
+1,805 |
+3.14% |
| Eudaimonia Partners LLC |
2,894 |
2,981 |
+87 |
+3.01% |
| TL Private Wealth |
9,321 |
9,601 |
+280 |
+3.00% |
| Murphy Middleton Hinkle & Parker Inc. |
11,449 |
11,791 |
+342 |
+2.99% |
| Arbor Investment Advisors LLC |
9,956 |
10,251 |
+295 |
+2.96% |
| W Advisors LLC |
113,350 |
116,603 |
+3,253 |
+2.87% |
| Fiduciary Alliance LLC |
16,348 |
16,793 |
+445 |
+2.72% |
| Matthew Goff Investment Advisor LLC |
28,717 |
29,443 |
+726 |
+2.53% |
| BKM Wealth Management LLC |
102,400 |
104,775 |
+2,375 |
+2.32% |
| Transform Wealth LLC |
207,635 |
212,250 |
+4,615 |
+2.22% |
| Carret Asset Management LLC |
39,206 |
40,061 |
+855 |
+2.18% |
| Thomasville National Bank |
51,135 |
52,152 |
+1,017 |
+1.99% |
| Lane & Associates LLC |
21,656 |
22,084 |
+428 |
+1.98% |
| Cedar Brook Financial Partners LLC |
6,876 |
7,011 |
+135 |
+1.96% |
| Raymond James & Associates |
2,071,846 |
2,111,674 |
+39,828 |
+1.92% |
| Dohj LLC |
62,576 |
63,751 |
+1,175 |
+1.88% |
| Corundum Group Inc. |
26,924 |
27,424 |
+500 |
+1.86% |
| Round Rock Advisors LLC |
30,922 |
31,460 |
+538 |
+1.74% |
| Sterling Investment Counsel LLC |
303,648 |
308,945 |
+5,297 |
+1.74% |
| Lpwm LLC |
22,110 |
22,490 |
+380 |
+1.72% |
| McNaughton Wealth Management LLC |
17,009 |
17,302 |
+293 |
+1.72% |
| Pinnacle Associates Ltd. |
6,133 |
6,235 |
+102 |
+1.66% |
| Capital Advisors Ltd. LLC |
153,591 |
156,091 |
+2,500 |
+1.63% |
| AlphaMark Advisors LLC |
1,232 |
1,252 |
+20 |
+1.62% |
| Traynor Capital Management Inc. |
129,015 |
131,007 |
+1,992 |
+1.54% |
| Stratos Wealth Partners LTD. |
175,348 |
178,030 |
+2,682 |
+1.53% |
| Atlas Private Wealth Management |
44,425 |
45,084 |
+659 |
+1.48% |
| Lindbrook Capital LLC |
35,743 |
36,263 |
+520 |
+1.45% |
| Pure Financial Advisors Inc. |
5,456 |
5,532 |
+76 |
+1.39% |
| Enzi Wealth |
4,879 |
4,947 |
+68 |
+1.39% |
| Strategic Equity Management |
72,000 |
72,904 |
+904 |
+1.26% |
| Kaydan Wealth Management Inc. |
19,894 |
20,141 |
+247 |
+1.24% |
| Eagle Rock Investment Company LLC |
4,200 |
4,251 |
+51 |
+1.21% |
| Barrett & Company Inc. |
112,139 |
113,389 |
+1,250 |
+1.11% |
| waypoint wealth counsel |
26,794 |
27,078 |
+284 |
+1.06% |
| Marietta Wealth Management LLC |
24,077 |
24,322 |
+245 |
+1.02% |
| Inspirion Wealth Advisors LLC |
15,950 |
16,090 |
+140 |
+0.88% |
| Park Place Capital Corp |
58,279 |
58,785 |
+506 |
+0.87% |
| Powell Investment Advisors LLC |
248,581 |
250,701 |
+2,120 |
+0.85% |
| Red Tortoise LLC |
1,304 |
1,315 |
+11 |
+0.84% |
| Northwest Bancshares Inc. |
26,032 |
26,242 |
+210 |
+0.81% |
| Cornell Pochily Investment Advisors Inc. |
19,412 |
19,564 |
+152 |
+0.78% |
| Legacy Bridge LLC |
4,870 |
4,905 |
+35 |
+0.72% |
| Dakota Wealth Management |
9,223 |
9,281 |
+58 |
+0.63% |
| Integrity Wealth Solutions LLC |
4,284 |
4,311 |
+27 |
+0.63% |
| Fermata Advisors LLC |
13,800 |
13,885 |
+85 |
+0.62% |
| Confluence Wealth Services Inc. |
19,182 |
19,272 |
+90 |
+0.47% |
| Conning Inc. |
70,805 |
71,106 |
+301 |
+0.43% |
| Ellenbecker Investment Group |
3,330 |
3,344 |
+14 |
+0.42% |
| Hubbell Strickland Wealth Management LLC |
3,444 |
3,458 |
+14 |
+0.41% |
| KMG Fiduciary Partners LLC |
20,833 |
20,913 |
+80 |
+0.38% |
| Rise Advisors LLC |
814 |
815 |
+1 |
+0.12% |
| Holland Advisory Services Inc. |
4,052 |
4,056 |
+4 |
+0.10% |
| Clarity Capital Advisors LLC |
3,875 |
3,879 |
+4 |
+0.10% |
| Blue Chip Partners Inc. |
4,282 |
4,286 |
+4 |
+0.09% |
| Navis Wealth Advisors LLC |
16,845 |
16,861 |
+16 |
+0.09% |
| Axiom Advisory LLC |
3,248 |
3,251 |
+3 |
+0.09% |
| West Branch Capital LLC |
1,241 |
1,242 |
+1 |
+0.08% |
| Amplius Wealth Advisors LLC |
4,895 |
4,899 |
+4 |
+0.08% |
| Nicholas Hoffman & Company LLC. |
4,276 |
4,279 |
+3 |
+0.07% |
| Oxler Private Wealth LLC |
6,714 |
6,719 |
+5 |
+0.07% |
| Wealth Enhancement Advisory Services LLC |
527,981 |
528,291 |
+310 |
+0.06% |
| Duncker Streett & Co. Inc. |
5,700 |
5,703 |
+3 |
+0.05% |
| Consilio Wealth Advisors LLC |
9,668 |
9,673 |
+5 |
+0.05% |
| Chapin Davis Inc. |
14,155 |
14,159 |
+4 |
+0.03% |
| Bluesphere Advisors LLC |
2,947 |
2,948 |
+1 |
+0.03% |
| SOA Wealth Advisors LLC. |
8,984 |
8,987 |
+3 |
+0.03% |
| Peterson Wealth Advisors LLC |
62,017 |
62,032 |
+15 |
+0.02% |
| IFG Advisors LLC |
10,021 |
10,023 |
+2 |
+0.02% |
| Marks Group Wealth Management Inc |
20,443 |
20,448 |
+5 |
+0.02% |
| Farmers & Merchants Investments Inc. |
111,677 |
111,685 |
+8 |
+0.01% |
| Wedmont Private Capital |
10,324 |
10,325 |
+1 |
+0.01% |
| Evanson Asset Management LLC |
28,033 |
28,034 |
+1 |
+0.00% |
| 13F Filers Reporting New Positions In IVW |
|---|
| Caldwell Sutter Capital Inc. |
0 |
21 |
+21 |
+100% |
| L.M. Kohn & Company |
0 |
2,952 |
+2,952 |
+100% |
| Osborne Partners Capital Management LLC |
0 |
2,485 |
+2,485 |
+100% |
| Parsons Capital Management Inc. RI |
0 |
2,560 |
+2,560 |
+100% |
| Thompson Investment Management Inc. |
0 |
39 |
+39 |
+100% |
| Exchange Capital Management Inc. |
0 |
2,772 |
+2,772 |
+100% |
| Investment Partners Asset Management Inc. |
0 |
2,518 |
+2,518 |
+100% |
| BLB&B Advisors LLC |
0 |
2,486 |
+2,486 |
+100% |
| Northwest Investment Counselors LLC |
0 |
1,524 |
+1,524 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
166,652 |
+166,652 |
+100% |
| Simplex Trading LLC |
0 |
20,592 |
+20,592 |
+100% |
| Cutler Group LP |
0 |
93,001 |
+93,001 |
+100% |
| Community Financial Services Group LLC |
0 |
3,988 |
+3,988 |
+100% |
| Aviance Capital Partners LLC |
0 |
2,781 |
+2,781 |
+100% |
| BTC Capital Management Inc. |
0 |
50,658 |
+50,658 |
+100% |
| Fragasso Group Inc. |
0 |
2,414 |
+2,414 |
+100% |
| Pegasus Partners Ltd. |
0 |
2,540 |
+2,540 |
+100% |
| Ironwood Wealth Management LLC. |
0 |
403 |
+403 |
+100% |
| Polianta Ltd |
0 |
81,500 |
+81,500 |
+100% |
| Fundamentun LLC |
0 |
3,933 |
+3,933 |
+100% |
| Mountain Capital Investment Advisors Inc |
0 |
2,900 |
+2,900 |
+100% |
| Legacy Financial Strategies LLC |
0 |
2,596 |
+2,596 |
+100% |
| Columbus Macro LLC |
0 |
2,412 |
+2,412 |
+100% |
| 180 Wealth Advisors LLC |
0 |
2,987 |
+2,987 |
+100% |
| CRA Financial Services LLC |
0 |
3,431 |
+3,431 |
+100% |
| Allred Capital Management LLC |
0 |
2,451 |
+2,451 |
+100% |
| Anderson Fisher LLC |
0 |
2,540 |
+2,540 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
12,276 |
+12,276 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
2,160 |
+2,160 |
+100% |
| Sierra Capital LLC |
0 |
37,532 |
+37,532 |
+100% |
| Total Clarity Wealth Management Inc. |
0 |
8,444 |
+8,444 |
+100% |
| Hexagon Capital Partners LLC |
0 |
105 |
+105 |
+100% |
| Legacy Financial Group LLC |
0 |
104,334 |
+104,334 |
+100% |
| Crew Capital Management Ltd. |
0 |
2,607 |
+2,607 |
+100% |
| Galvin Gaustad & Stein LLC |
0 |
2,456 |
+2,456 |
+100% |
| Octavia Wealth Advisors LLC |
0 |
5,284 |
+5,284 |
+100% |
| Latitude Advisors LLC |
0 |
2,687 |
+2,687 |
+100% |
| RWM Asset Management LLC |
0 |
3,010 |
+3,010 |
+100% |
| Avenue 1 Advisors LLC |
0 |
2,691 |
+2,691 |
+100% |
| Piscataqua Savings Bank |
0 |
1 |
+1 |
+100% |
| Strategic Financial Concepts LLC |
0 |
3,790 |
+3,790 |
+100% |
| Capital Performance Advisors LLP |
0 |
23,033 |
+23,033 |
+100% |
| Chemistry Wealth Management LLC |
0 |
2,427 |
+2,427 |
+100% |
| City State Bank |
0 |
43 |
+43 |
+100% |
| Gray Private Wealth LLC |
0 |
40,983 |
+40,983 |
+100% |
| Global Assets Advisory LLC |
0 |
218,783 |
+218,783 |
+100% |
| Western Financial Corp CA |
0 |
4,230 |
+4,230 |
+100% |
| TCP Asset Management LLC |
0 |
2,943 |
+2,943 |
+100% |
| Melfa Wealth Management LLC |
0 |
4,025 |
+4,025 |
+100% |
| Silverlake Wealth Management LLC |
0 |
2,424 |
+2,424 |
+100% |
| PFG Investments LLC |
0 |
3,285 |
+3,285 |
+100% |
| Christopher J. Hasenberg Inc |
0 |
73 |
+73 |
+100% |
| Focus Financial Network Inc. |
0 |
136,270 |
+136,270 |
+100% |
| M3 Advisory Group LLC |
0 |
2,527 |
+2,527 |
+100% |
| Foguth Wealth Management LLC. |
0 |
9,731 |
+9,731 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Altfest L J & Co. Inc. |
5,566 |
5,566 |
UNCH |
0.00% |
| NBC Securities Inc. |
1,573 |
1,573 |
UNCH |
0.00% |
| Affinity Wealth Management LLC |
3,853 |
3,853 |
UNCH |
0.00% |
| First National Corp MA ADV |
6,609 |
6,609 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
133 |
133 |
UNCH |
0.00% |
| Atlantic Union Bankshares Corp |
5,930 |
5,930 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
7,565 |
7,565 |
UNCH |
0.00% |
| Gillespie Robinson & Grimm Inc. |
2,695 |
2,695 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
6,287 |
6,287 |
UNCH |
0.00% |
| Stephenson National Bank & Trust |
3,009 |
3,009 |
UNCH |
0.00% |
| Hudson Valley Investment Advisors Inc. ADV |
3,400 |
3,400 |
UNCH |
0.00% |
| Bridges Investment Management Inc. |
15,463 |
15,463 |
UNCH |
0.00% |
| Sterling Investment Advisors LLC ADV |
12,572 |
12,572 |
UNCH |
0.00% |
| Arcadia Investment Management Corp MI |
10 |
10 |
UNCH |
0.00% |
| Burns J W & Co. Inc. NY |
9,512 |
9,512 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
15 |
15 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
300 |
300 |
UNCH |
0.00% |
| First National Bank Sioux Falls |
27,809 |
27,809 |
UNCH |
0.00% |
| Sigma Investment Counselors Inc. |
10,070 |
10,070 |
UNCH |
0.00% |
| Webster Bank N. A. |
49 |
49 |
UNCH |
0.00% |
| Trust Co. of Virginia VA |
11,459 |
11,459 |
UNCH |
0.00% |
| Chesley Taft & Associates LLC |
7,364 |
7,364 |
UNCH |
0.00% |
| First United Bank Trust |
140 |
140 |
UNCH |
0.00% |
| SOL Capital Management CO |
13,469 |
13,469 |
UNCH |
0.00% |
| First National Bank & Trust Co. of Newtown |
17,281 |
17,281 |
UNCH |
0.00% |
| Progressive Investment Management Corp |
14,901 |
14,901 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
1,282 |
1,282 |
UNCH |
0.00% |
| Morris Financial Concepts Inc. |
39,101 |
39,101 |
UNCH |
0.00% |
| Stockman Wealth Management Inc. |
10,466 |
10,466 |
UNCH |
0.00% |
| Seascape Capital Management |
4,716 |
4,716 |
UNCH |
0.00% |
| Diversified Trust Co |
7,549 |
7,549 |
UNCH |
0.00% |
| West Coast Financial LLC |
8,664 |
8,664 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
480 |
480 |
UNCH |
0.00% |
| United Asset Strategies Inc. |
2,672 |
2,672 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
1,648 |
1,648 |
UNCH |
0.00% |
| M. Kraus & Co |
3,100 |
3,100 |
UNCH |
0.00% |
| Field & Main Bank |
128 |
128 |
UNCH |
0.00% |
| Allen Capital Group LLC |
3,421 |
3,421 |
UNCH |
0.00% |
| Private Ocean LLC |
6,364 |
6,364 |
UNCH |
0.00% |
| Trust Point Inc. |
152,599 |
152,599 |
UNCH |
0.00% |
| Sendero Wealth Management LLC |
12,608 |
12,608 |
UNCH |
0.00% |
| Financial Insights Inc. |
5,311 |
5,311 |
UNCH |
0.00% |
| Roble Belko & Company Inc |
3,196 |
3,196 |
UNCH |
0.00% |
| Genesee Capital Advisors LLC |
2,668 |
2,668 |
UNCH |
0.00% |
| First PREMIER Bank |
1,530 |
1,530 |
UNCH |
0.00% |
| HMS Capital Management LLC |
7,610 |
7,610 |
UNCH |
0.00% |
| Kohmann Bosshard Financial Services LLC |
34,472 |
34,472 |
UNCH |
0.00% |
| Founders Capital Management |
1,389 |
1,389 |
UNCH |
0.00% |
| Bfsg LLC |
2,056 |
2,056 |
UNCH |
0.00% |
| Security National Bank |
10,025 |
10,025 |
UNCH |
0.00% |
| Sawyer & Company Inc |
600 |
600 |
UNCH |
0.00% |
| Gradient Capital Advisors LLC |
5,122 |
5,122 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
632 |
632 |
UNCH |
0.00% |
| Leonard Rickey Investment Advisors P.L.L.C. |
3,343 |
3,343 |
UNCH |
0.00% |
| Steigerwald Gordon & Koch Inc. |
3,646 |
3,646 |
UNCH |
0.00% |
| Versant Capital Management Inc |
200 |
200 |
UNCH |
0.00% |
| Avondale Wealth Management |
278 |
278 |
UNCH |
0.00% |
| Principle Wealth Partners LLC |
5,319 |
5,319 |
UNCH |
0.00% |
| Vishria Bird Financial Group LLC |
3,964 |
3,964 |
UNCH |
0.00% |
| Brio Consultants LLC |
5,548 |
5,548 |
UNCH |
0.00% |
| Little House Capital LLC |
9,141 |
9,141 |
UNCH |
0.00% |
| Essex Savings Bank |
18,011 |
18,011 |
UNCH |
0.00% |
| RVW Wealth LLC |
3,525 |
3,525 |
UNCH |
0.00% |
| Main Street Financial Solutions LLC |
4,275 |
4,275 |
UNCH |
0.00% |
| Truefg LLC |
4,436 |
4,436 |
UNCH |
0.00% |
| Private Capital Management LLC |
3,778 |
3,778 |
UNCH |
0.00% |
| Relyea Zuckerberg Hanson LLC |
4,372 |
4,372 |
UNCH |
0.00% |
| Provident Wealth Management LLC |
385 |
385 |
UNCH |
0.00% |
| SkyOak Wealth LLC |
3,064 |
3,064 |
UNCH |
0.00% |
| Single Point Partners LLC |
8,410 |
8,410 |
UNCH |
0.00% |
| LifeSteps Financial Inc. |
11,767 |
11,767 |
UNCH |
0.00% |
| Cardinal Strategic Wealth Guidance |
1,326 |
1,326 |
UNCH |
0.00% |
| CVA Family Office LLC |
12,315 |
12,315 |
UNCH |
0.00% |
| Investment Research & Advisory Group Inc. |
7,135 |
7,135 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
814 |
814 |
UNCH |
0.00% |
| Davis Capital Management |
231 |
231 |
UNCH |
0.00% |
| Aaron Wealth Advisors |
9,253 |
9,253 |
UNCH |
0.00% |
| Sunflower Bank N.A. |
4,448 |
4,448 |
UNCH |
0.00% |
| Onyx Bridge Wealth Group LLC |
3,090 |
3,090 |
UNCH |
0.00% |
| Berger Financial Group Inc |
12,396 |
12,396 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
592 |
592 |
UNCH |
0.00% |
| Sage Mountain Advisors LLC |
5,284 |
5,284 |
UNCH |
0.00% |
| TruWealth Advisors LLC |
3,352 |
3,352 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
9 |
9 |
UNCH |
0.00% |
| GoalVest Advisory LLC |
1,344 |
1,344 |
UNCH |
0.00% |
| Garrett Investment Advisors LLC |
4,518 |
4,518 |
UNCH |
0.00% |
| Oakwell Private Wealth Management LLC |
5,704 |
5,704 |
UNCH |
0.00% |
| Madison Wealth Partners Inc |
7,190 |
7,190 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
28 |
28 |
UNCH |
0.00% |
| Crestone Asset Management LLC |
5,938 |
5,938 |
UNCH |
0.00% |
| Canvas Wealth Advisors LLC |
4,016 |
4,016 |
UNCH |
0.00% |
| Cornerstone Wealth Advisors Inc. |
3,850 |
3,850 |
UNCH |
0.00% |
| Kennicott Capital Management LLC |
13,748 |
13,748 |
UNCH |
0.00% |
| Sageworth Trust Co of South Dakota |
6,804 |
6,804 |
UNCH |
0.00% |
| Riverwater Partners LLC |
2,750 |
2,750 |
UNCH |
0.00% |
| Bromfield Sneider Wealth Advisors |
15,274 |
15,274 |
UNCH |
0.00% |
| Insight Inv LLC |
1,280 |
1,280 |
UNCH |
0.00% |
| KRS Capital Management LLC |
5,220 |
5,220 |
UNCH |
0.00% |
| Intergy Private Wealth LLC |
7,052 |
7,052 |
UNCH |
0.00% |
| Regatta Capital Group LLC |
3,019 |
3,019 |
UNCH |
0.00% |
| High Net Worth Advisory Group LLC |
4,000 |
4,000 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
3,352 |
3,352 |
UNCH |
0.00% |
| Creative Capital Management Investments LLC |
200 |
200 |
UNCH |
0.00% |
| Register Financial Advisors LLC |
53 |
53 |
UNCH |
0.00% |
| Core Wealth Management Inc. |
3,099 |
3,099 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
2,158 |
2,158 |
UNCH |
0.00% |
| Petra Financial Advisors Inc. |
3,436 |
3,436 |
UNCH |
0.00% |
| Morton Capital Management LLC CA |
4,710 |
4,710 |
UNCH |
0.00% |
| PFS Partners LLC |
1,261 |
1,261 |
UNCH |
0.00% |
| HTLF Bank |
3,579 |
3,579 |
UNCH |
0.00% |
| Robinson Smith Wealth Advisors LLC |
9,736 |
9,736 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
835 |
835 |
UNCH |
0.00% |
| GAMMA Investing LLC |
3,096 |
3,096 |
UNCH |
0.00% |
| Voisard Asset Management Group Inc. |
2,380 |
2,380 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
3,474 |
3,474 |
UNCH |
0.00% |
| Walden Wealth Partners LLC |
11,907 |
11,907 |
UNCH |
0.00% |
| 13F Filers Decreasing IVW Share Count |
|---|
| Sharkey Howes & Javer |
72,491 |
5,088 |
-67,403 |
-92.98% |
| Advisor Resource Council |
35,119 |
3,790 |
-31,329 |
-89.21% |
| TNF LLC |
43,288 |
7,778 |
-35,510 |
-82.03% |
| JJJ Advisors Inc. |
314 |
88 |
-226 |
-71.97% |
| Royal Fund Management LLC |
226,528 |
67,311 |
-159,217 |
-70.29% |
| Aurum Wealth Management Group LLC |
9,602 |
3,930 |
-5,672 |
-59.07% |
| JGP Wealth Management LLC |
9,021 |
4,639 |
-4,382 |
-48.58% |
| Wealthcare Advisory Partners LLC |
38,669 |
20,574 |
-18,095 |
-46.79% |
| Congress Wealth Management LLC DE |
11,514 |
6,134 |
-5,380 |
-46.73% |
| Newbridge Financial Services Group Inc. |
984 |
551 |
-433 |
-44.00% |
| Chicago Capital LLC |
12,431 |
7,037 |
-5,394 |
-43.39% |
| AdvisorNet Financial Inc |
64,395 |
37,975 |
-26,420 |
-41.03% |
| Ferguson Wellman Capital Management Inc. |
10,692 |
6,712 |
-3,980 |
-37.22% |
| Trifecta Capital Advisors LLC |
1,338 |
841 |
-497 |
-37.14% |
| Wallington Asset Management LLC |
15,070 |
9,683 |
-5,387 |
-35.75% |
| Gordian Advisors LLC |
3,982 |
2,616 |
-1,366 |
-34.30% |
| Procyon Private Wealth Partners LLC |
40,580 |
27,589 |
-12,991 |
-32.01% |
| Kovack Advisors Inc. |
5,371 |
3,656 |
-1,715 |
-31.93% |
| Norway Savings Bank |
11,969 |
8,260 |
-3,709 |
-30.99% |
| Toth Financial Advisory Corp |
273 |
189 |
-84 |
-30.77% |
| First Pacific Financial |
654 |
460 |
-194 |
-29.66% |
| Kingswood Wealth Advisors LLC |
5,229 |
3,691 |
-1,538 |
-29.41% |
| Hudson Capital Management LLC |
44,379 |
31,601 |
-12,778 |
-28.79% |
| B & T Capital Management DBA Alpha Capital Management |
3,435 |
2,522 |
-913 |
-26.58% |
| OMNI 360 Wealth Inc. |
8,016 |
5,891 |
-2,125 |
-26.51% |
| Benjamin F. Edwards & Company Inc. |
19,080 |
14,122 |
-4,958 |
-25.99% |
| Rosenberg Matthew Hamilton |
491 |
364 |
-127 |
-25.87% |
| Avitas Wealth Management LLC |
189,093 |
140,485 |
-48,608 |
-25.71% |
| Clearview Wealth Advisors LLC |
5,072 |
3,808 |
-1,264 |
-24.92% |
| LongView Wealth Management |
11,986 |
9,151 |
-2,835 |
-23.65% |
| Oak Harbor Wealth Partners LLC |
5,878 |
4,621 |
-1,257 |
-21.38% |
| Twelve Points Wealth Management LLC |
2,991 |
2,376 |
-615 |
-20.56% |
| Hazlett Burt & Watson Inc. |
6,824 |
5,547 |
-1,277 |
-18.71% |
| Philip James Wealth Mangement LLC |
22,271 |
18,139 |
-4,132 |
-18.55% |
| Asset Dedication LLC |
2,006 |
1,645 |
-361 |
-18.00% |
| Fifth Third Securities Inc. |
132,134 |
109,721 |
-22,413 |
-16.96% |
| SeaCrest Wealth Management LLC |
11,892 |
9,952 |
-1,940 |
-16.31% |
| First Hawaiian Bank |
631,366 |
529,498 |
-101,868 |
-16.13% |
| Henrickson Nauta Wealth Advisors Inc. |
17,082 |
14,420 |
-2,662 |
-15.58% |
| Bremer Bank National Association |
3,421 |
2,895 |
-526 |
-15.38% |
| Canal Capital Management LLC |
4,927 |
4,176 |
-751 |
-15.24% |
| LaFleur & Godfrey LLC |
3,272 |
2,792 |
-480 |
-14.67% |
| Bowman & Co S.C. |
23,379 |
19,971 |
-3,408 |
-14.58% |
| Mather Group LLC. |
18,856 |
16,272 |
-2,584 |
-13.70% |
| Stony Point Wealth Management Inc. |
11,020 |
9,550 |
-1,470 |
-13.34% |
| Townsend Asset Management Corp NC ADV |
1,096 |
950 |
-146 |
-13.32% |
| MCF Advisors LLC |
11,163 |
9,705 |
-1,458 |
-13.06% |
| Bogart Wealth LLC |
9,362 |
8,169 |
-1,193 |
-12.74% |
| Flagship Harbor Advisors LLC |
8,284 |
7,254 |
-1,030 |
-12.43% |
| Nations Financial Group Inc. IA ADV |
59,713 |
52,316 |
-7,397 |
-12.39% |
| Tsfg LLC |
22,198 |
19,518 |
-2,680 |
-12.07% |
| Burkett Financial Services LLC |
13,109 |
11,533 |
-1,576 |
-12.02% |
| CCG Wealth Management LLC |
26,557 |
23,392 |
-3,165 |
-11.92% |
| Evergreen Private Wealth LLC |
9,062 |
8,010 |
-1,052 |
-11.61% |
| Orgel Wealth Management LLC |
3,077 |
2,723 |
-354 |
-11.50% |
| Raymond James Financial Services Advisors Inc. |
2,718,956 |
2,408,561 |
-310,395 |
-11.42% |
| MKT Advisors LLC |
13,740 |
12,177 |
-1,563 |
-11.38% |
| Strategic Blueprint LLC |
31,525 |
27,953 |
-3,572 |
-11.33% |
| Total Wealth Planning LLC |
65,836 |
58,510 |
-7,326 |
-11.13% |
| Cedrus LLC |
4,090 |
3,636 |
-454 |
-11.10% |
| Mcdonald Partners LLC |
4,038 |
3,590 |
-448 |
-11.09% |
| Whitcomb & Hess Inc. |
23,295 |
20,719 |
-2,576 |
-11.06% |
| HFG Advisors Inc. |
4,360 |
3,880 |
-480 |
-11.01% |
| Gradient Investments LLC |
4,248 |
3,821 |
-427 |
-10.05% |
| Veracity Capital LLC |
15,900 |
14,319 |
-1,581 |
-9.94% |
| Gleason Group Inc. |
5,149 |
4,647 |
-502 |
-9.75% |
| Willis Johnson & Associates Inc. |
155,427 |
140,484 |
-14,943 |
-9.61% |
| Newman Dignan & Sheerar Inc. |
6,491 |
5,869 |
-622 |
-9.58% |
| Blue Bell Private Wealth Management LLC |
6,374 |
5,774 |
-600 |
-9.41% |
| LVZ Advisors Inc. |
1,078,681 |
978,251 |
-100,430 |
-9.31% |
| IAG Wealth Partners LLC |
810 |
735 |
-75 |
-9.26% |
| Strata Wealth Advisors LLC |
6,345 |
5,760 |
-585 |
-9.22% |
| DB Fitzpatrick & Co Inc |
5,274 |
4,815 |
-459 |
-8.70% |
| Bank of New Hampshire |
8,785 |
8,055 |
-730 |
-8.31% |
| Atticus Wealth Management LLC |
13,646 |
12,517 |
-1,129 |
-8.27% |
| Strategies Wealth Advisors LLC |
31,318 |
28,751 |
-2,567 |
-8.20% |
| Charter Trust Co. |
8,798 |
8,081 |
-717 |
-8.15% |
| Opinicus Capital Inc. |
3,902 |
3,590 |
-312 |
-8.00% |
| Verum Partners LLC |
9,961 |
9,171 |
-790 |
-7.93% |
| Albion Financial Group UT |
8,025 |
7,402 |
-623 |
-7.76% |
| Massmutual Trust Co. FSB ADV |
1,297 |
1,200 |
-97 |
-7.48% |
| McGlone Suttner Wealth Management Inc. |
19,440 |
17,991 |
-1,449 |
-7.45% |
| Colton Groome Financial Advisors LLC |
7,741 |
7,172 |
-569 |
-7.35% |
| Wealthspan Partners LLC |
48,957 |
45,400 |
-3,557 |
-7.27% |
| Verdence Capital Advisors LLC |
5,195 |
4,822 |
-373 |
-7.18% |
| Castle Wealth Management LLC |
7,883 |
7,318 |
-565 |
-7.17% |
| RTD Financial Advisors Inc. |
52,585 |
49,083 |
-3,502 |
-6.66% |
| Tritonpoint Wealth LLC |
12,042 |
11,271 |
-771 |
-6.40% |
| AWM Capital LLC |
18,295 |
17,174 |
-1,121 |
-6.13% |
| Guardian Wealth Advisors LLC |
147,935 |
139,063 |
-8,872 |
-6.00% |
| Capital Advisors Inc. OK |
506,123 |
475,760 |
-30,363 |
-6.00% |
| Ritholtz Wealth Management |
4,263 |
4,008 |
-255 |
-5.98% |
| Howard Financial Services LTD. |
4,252 |
4,002 |
-250 |
-5.88% |
| StoneCrest Wealth Management Inc. |
33,257 |
31,370 |
-1,887 |
-5.67% |
| YHB Investment Advisors Inc. |
113,696 |
107,410 |
-6,286 |
-5.53% |
| Courage Miller Partners LLC |
6,687 |
6,324 |
-363 |
-5.43% |
| Charter Oak Capital Management LLC |
81,813 |
77,475 |
-4,338 |
-5.30% |
| Klaas Financial Asset Advisors LLC |
24,993 |
23,707 |
-1,286 |
-5.15% |
| Aspiriant LLC |
7,576 |
7,188 |
-388 |
-5.12% |
| PSI Advisors LLC |
2,858 |
2,712 |
-146 |
-5.11% |
| Integrated Investment Consultants LLC |
13,829 |
13,130 |
-699 |
-5.05% |
| Pinnacle Bank |
9,506 |
9,040 |
-466 |
-4.90% |
| Market Street Wealth Management Advisors LLC |
18,310 |
17,416 |
-894 |
-4.88% |
| Sunbelt Securities Inc. |
189,792 |
180,569 |
-9,223 |
-4.86% |
| Fifth Third Bancorp |
943,793 |
897,959 |
-45,834 |
-4.86% |
| Oakworth Capital Inc. |
9,242 |
8,794 |
-448 |
-4.85% |
| Signature Securities Group Corporation |
49,034 |
46,704 |
-2,330 |
-4.75% |
| Perkins Coie Trust Co |
144,849 |
138,021 |
-6,828 |
-4.71% |
| Processus Wealth & Capital Management LLC |
12,901 |
12,301 |
-600 |
-4.65% |
| Aurora Private Wealth Inc. |
8,196 |
7,821 |
-375 |
-4.58% |
| Sageworth Trust Co |
8,136 |
7,764 |
-372 |
-4.57% |
| Game Plan Financial Advisors LLC |
11,246 |
10,746 |
-500 |
-4.45% |
| Oak Harvest Investment Services |
5,158 |
4,931 |
-227 |
-4.40% |
| GDS Wealth Management |
6,796 |
6,498 |
-298 |
-4.38% |
| Bank of Stockton |
12,514 |
11,969 |
-545 |
-4.36% |
| Harbor Group Inc. |
2,807 |
2,686 |
-121 |
-4.31% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
6,520 |
6,245 |
-275 |
-4.22% |
| UMB Bank N A MO |
222,336 |
213,026 |
-9,310 |
-4.19% |
| KFG Wealth Management LLC |
96,720 |
92,679 |
-4,041 |
-4.18% |
| tru Independence LLC |
6,725 |
6,445 |
-280 |
-4.16% |
| BKD Wealth Advisors LLC |
318,488 |
305,596 |
-12,892 |
-4.05% |
| Greenleaf Trust |
438,741 |
421,369 |
-17,372 |
-3.96% |
| Rainey & Randall Investment Management Inc. |
3,288 |
3,158 |
-130 |
-3.95% |
| Shearwater Capital LLC |
4,683 |
4,501 |
-182 |
-3.89% |
| Clear Creek Financial Management LLC |
312,520 |
300,378 |
-12,142 |
-3.89% |
| Monticello Wealth Management LLC |
3,042 |
2,926 |
-116 |
-3.81% |
| Dominguez Wealth Management Solutions Inc. |
15,662 |
15,072 |
-590 |
-3.77% |
| SNS Financial Group LLC |
6,216 |
5,983 |
-233 |
-3.75% |
| Atlas Brown Inc. |
45,016 |
43,326 |
-1,690 |
-3.75% |
| Stegner Investment Associates Inc. |
683,426 |
657,847 |
-25,579 |
-3.74% |
| Carmichael Hill & Associates Inc. |
3,252 |
3,133 |
-119 |
-3.66% |
| GenWealth Group Inc. |
36,794 |
35,452 |
-1,342 |
-3.65% |
| Priebe Wealth Holdings LLC |
7,875 |
7,590 |
-285 |
-3.62% |
| Woodmont Investment Counsel LLC |
5,599 |
5,399 |
-200 |
-3.57% |
| Summit Financial Group Inc. |
20,586 |
19,856 |
-730 |
-3.55% |
| Blue Zone Wealth Advisors LLC |
135,339 |
130,554 |
-4,785 |
-3.54% |
| Unionview LLC |
2,777 |
2,679 |
-98 |
-3.53% |
| Allworth Financial LP |
597,013 |
576,965 |
-20,048 |
-3.36% |
| Stordahl Capital Management Inc. |
53,597 |
51,814 |
-1,783 |
-3.33% |
| Financial Life Advisors |
409,415 |
395,968 |
-13,447 |
-3.28% |
| CENTRAL TRUST Co |
16,662 |
16,116 |
-546 |
-3.28% |
| Catalyst Financial Partners LLC |
4,425 |
4,283 |
-142 |
-3.21% |
| First National Trust Co |
12,036 |
11,652 |
-384 |
-3.19% |
| Fulton Bank N.A. |
4,738 |
4,588 |
-150 |
-3.17% |
| Financial Management Network Inc. |
80,307 |
77,811 |
-2,496 |
-3.11% |
| Moisand Fitzgerald Tamayo LLC |
3,676 |
3,565 |
-111 |
-3.02% |
| Silicon Valley Capital Partners |
302,359 |
293,727 |
-8,632 |
-2.85% |
| Summit Investment Advisory Services LLC |
91,161 |
88,575 |
-2,586 |
-2.84% |
| JNBA Financial Advisors |
11,180 |
10,863 |
-317 |
-2.84% |
| Grey Fox Wealth Advisors LLC |
3,190 |
3,100 |
-90 |
-2.82% |
| CFM Wealth Partners LLC |
10,777 |
10,481 |
-296 |
-2.75% |
| Hilltop Wealth Advisors LLC |
42,721 |
41,560 |
-1,161 |
-2.72% |
| Cornerstone Wealth Management LLC |
20,259 |
19,708 |
-551 |
-2.72% |
| Stock Yards Bank & Trust Co. |
10,022 |
9,758 |
-264 |
-2.63% |
| Sprinkle Financial Consultants LLC |
18,504 |
18,029 |
-475 |
-2.57% |
| First Merchants Corp |
322,958 |
314,702 |
-8,256 |
-2.56% |
| Bangor Savings Bank |
1,570 |
1,530 |
-40 |
-2.55% |
| Financial Advisory Service Inc. |
206,975 |
201,879 |
-5,096 |
-2.46% |
| Planning Center Inc. |
10,287 |
10,037 |
-250 |
-2.43% |
| Edmonds Duncan Registered Investment Advisors LLC |
64,693 |
63,152 |
-1,541 |
-2.38% |
| Meridian Wealth Management LLC |
8,910 |
8,703 |
-207 |
-2.32% |
| WBH Advisory Inc. |
37,603 |
36,729 |
-874 |
-2.32% |
| Center For Asset Management LLC |
3,738 |
3,652 |
-86 |
-2.30% |
| Corrigan Financial Inc. |
31,519 |
30,801 |
-718 |
-2.28% |
| C2C Wealth Management LLC |
11,158 |
10,904 |
-254 |
-2.28% |
| Tilson Financial Group Inc. |
86,262 |
84,316 |
-1,946 |
-2.26% |
| Halpern Financial Inc. |
255,994 |
250,404 |
-5,590 |
-2.18% |
| 4J Wealth Management LLC |
8,723 |
8,538 |
-185 |
-2.12% |
| Wealthcare Capital Management LLC |
3,345 |
3,276 |
-69 |
-2.06% |
| GHP Investment Advisors Inc. |
257,233 |
251,936 |
-5,297 |
-2.06% |
| Chicago Partners Investment Group LLC |
13,419 |
13,147 |
-272 |
-2.03% |
| KWB Wealth |
9,906 |
9,709 |
-197 |
-1.99% |
| Howard Capital Management Group LLC |
15,150 |
14,850 |
-300 |
-1.98% |
| Cranbrook Wealth Management LLC |
64,815 |
63,542 |
-1,273 |
-1.96% |
| Zullo Investment Group Inc. |
3,225 |
3,163 |
-62 |
-1.92% |
| Pallas Capital Advisors LLC |
32,652 |
32,029 |
-623 |
-1.91% |
| Breakwater Capital Group |
25,410 |
24,959 |
-451 |
-1.77% |
| Krueger & Catalano Capital Partners LLC |
3,226 |
3,170 |
-56 |
-1.74% |
| First Personal Financial Services |
15,974 |
15,697 |
-277 |
-1.73% |
| MBA Advisors LLC |
33,877 |
33,295 |
-582 |
-1.72% |
| Sandbox Financial Partners LLC |
14,069 |
13,828 |
-241 |
-1.71% |
| Newton One Investments LLC |
5,261 |
5,172 |
-89 |
-1.69% |
| Fonville Wealth Management LLC |
28,541 |
28,063 |
-478 |
-1.67% |
| Accurate Wealth Management LLC |
2,814 |
2,767 |
-47 |
-1.67% |
| Kessler Investment Group LLC |
15,887 |
15,623 |
-264 |
-1.66% |
| Arvest Investments Inc. |
68,188 |
67,100 |
-1,088 |
-1.60% |
| SlateStone Wealth LLC |
12,551 |
12,351 |
-200 |
-1.59% |
| Alpha Cubed Investments LLC |
15,998 |
15,752 |
-246 |
-1.54% |
| American Financial Advisors LLC |
9,439 |
9,301 |
-138 |
-1.46% |
| Cahaba Wealth Management Inc. |
70,508 |
69,483 |
-1,025 |
-1.45% |
| Regions Financial Corp |
3,063,837 |
3,021,309 |
-42,528 |
-1.39% |
| MV Capital Management Inc. |
364,828 |
359,788 |
-5,040 |
-1.38% |
| Miracle Mile Advisors LLC |
225,102 |
222,111 |
-2,991 |
-1.33% |
| First Financial Bank Trust Division |
105,221 |
103,843 |
-1,378 |
-1.31% |
| ERTS Wealth Advisors LLC |
6,818 |
6,733 |
-85 |
-1.25% |
| Next Level Private LLC |
16,836 |
16,629 |
-207 |
-1.23% |
| Capital Investment Advisors LLC |
7,487 |
7,395 |
-92 |
-1.23% |
| Cambridge Investment Research Advisors Inc. |
796,417 |
786,811 |
-9,606 |
-1.21% |
| Laurel Wealth Planning LLC |
60,092 |
59,404 |
-688 |
-1.14% |
| Kwmg LLC |
277,991 |
274,833 |
-3,158 |
-1.14% |
| Colorado Capital Management Inc. |
37,817 |
37,390 |
-427 |
-1.13% |
| Patton Albertson Miller Group LLC |
15,764 |
15,594 |
-170 |
-1.08% |
| Acropolis Investment Management LLC |
157,712 |
156,040 |
-1,672 |
-1.06% |
| Signature Wealth Management Partners LLC |
96,382 |
95,372 |
-1,010 |
-1.05% |
| Calton & Associates Inc. |
10,177 |
10,077 |
-100 |
-0.98% |
| Bouvel Investment Partners LLC |
38,874 |
38,501 |
-373 |
-0.96% |
| Courier Capital LLC |
1,070,259 |
1,059,991 |
-10,268 |
-0.96% |
| N.E.W. Advisory Services LLC |
4,989 |
4,944 |
-45 |
-0.90% |
| Adviser Investments LLC |
15,990 |
15,847 |
-143 |
-0.89% |
| Brown Miller Wealth Management LLC |
6,216 |
6,162 |
-54 |
-0.87% |
| Union Savings Bank |
12,959 |
12,850 |
-109 |
-0.84% |
| Vicus Capital |
4,364 |
4,331 |
-33 |
-0.76% |
| Montecito Bank & Trust |
26,289 |
26,109 |
-180 |
-0.68% |
| Amarillo National Bank |
412,092 |
409,539 |
-2,553 |
-0.62% |
| Swisher Financial Concepts Inc. |
4,603 |
4,575 |
-28 |
-0.61% |
| Affinity Capital Advisors LLC |
6,411 |
6,372 |
-39 |
-0.61% |
| Phillips Financial Management LLC |
4,202 |
4,177 |
-25 |
-0.59% |
| McKinley Carter Wealth Services Inc. |
9,062 |
9,009 |
-53 |
-0.58% |
| Trust Co of the South |
10,558 |
10,498 |
-60 |
-0.57% |
| MONECO Advisors LLC |
10,345 |
10,286 |
-59 |
-0.57% |
| Sage Investment Advisers LLC |
32,463 |
32,283 |
-180 |
-0.55% |
| O Connor Financial Group LLC |
4,922 |
4,898 |
-24 |
-0.49% |
| Zhang Financial LLC |
4,058 |
4,038 |
-20 |
-0.49% |
| Navalign LLC |
3,441 |
3,426 |
-15 |
-0.44% |
| International Assets Investment Management LLC |
13,418 |
13,360 |
-58 |
-0.43% |
| Insight Wealth Strategies LLC |
5,372 |
5,349 |
-23 |
-0.43% |
| Ellis Investment Partners LLC |
69,211 |
68,956 |
-255 |
-0.37% |
| Raymond James Trust N.A. |
61,856 |
61,628 |
-228 |
-0.37% |
| Brown Advisory Inc. |
100,864 |
100,532 |
-332 |
-0.33% |
| Busey Wealth Management |
365,880 |
364,779 |
-1,101 |
-0.30% |
| Bristlecone Advisors LLC |
31,684 |
31,593 |
-91 |
-0.29% |
| Moody Lynn & Lieberson LLC |
11,626 |
11,592 |
-34 |
-0.29% |
| Ironwood Financial llc |
172,188 |
171,754 |
-434 |
-0.25% |
| Compton Wealth Advisory Group LLC |
66,177 |
66,087 |
-90 |
-0.14% |
| Evensky & Katz LLC |
22,744 |
22,715 |
-29 |
-0.13% |
| Marino Stram & Associates LLC |
15,759 |
15,738 |
-21 |
-0.13% |
| Highview Capital Management LLC DE |
18,943 |
18,924 |
-19 |
-0.10% |
| Gemmer Asset Management LLC |
9,586 |
9,576 |
-10 |
-0.10% |
| Saxon Interests Inc. |
3,478 |
3,475 |
-3 |
-0.09% |
| Tarbox Family Office Inc. |
9,698 |
9,689 |
-9 |
-0.09% |
| Financial Synergies Wealth Advisors Inc. |
4,801 |
4,797 |
-4 |
-0.08% |
| Patriot Investment Management Inc. |
61,361 |
61,310 |
-51 |
-0.08% |
| Dumont & Blake Investment Advisors LLC |
56,803 |
56,766 |
-37 |
-0.07% |
| Narwhal Capital Management |
56,022 |
56,000 |
-22 |
-0.04% |
| Investment Partners LTD. |
54,772 |
54,749 |
-23 |
-0.04% |
| 13F Filers Exiting IVW |
|---|
| Conscious Wealth Investments LLC |
3,103 |
0 |
-3,103 |
-100.00% |
| GUNN & Co INVESTMENT MANAGEMENT INC. |
5,832 |
0 |
-5,832 |
-100.00% |
| Arlington Trust Co LLC |
23 |
0 |
-23 |
-100.00% |
| GSG Advisors LLC |
8,444 |
0 |
-8,444 |
-100.00% |
| ZRC Wealth Management LLC |
20 |
0 |
-20 |
-100.00% |
| FFG Retirement Advisors LLC |
15,679 |
0 |
-15,679 |
-100.00% |
| Upper Left Wealth Management LLC |
22,310 |
0 |
-22,310 |
-100.00% |
| Independent Wealth Network Inc. |
3,313 |
0 |
-3,313 |
-100.00% |
| Allspring Global Investments Holdings LLC |
5 |
0 |
-5 |
-100.00% |
| Level Financial Advisors Inc. |
903 |
0 |
-903 |
-100.00% |
| Koss Olinger Consulting LLC |
122,531 |
0 |
-122,531 |
-100.00% |
| Williams Financial LLC |
26,577 |
0 |
-26,577 |
-100.00% |
| Corepath Wealth Partners LLC |
5,898 |
0 |
-5,898 |
-100.00% |
| Tennessee Valley Asset Management Partners |
197 |
0 |
-197 |
-100.00% |
| Tempus Wealth Planning LLC |
31,924 |
0 |
-31,924 |
-100.00% |
| Lloyd Advisory Services LLC. |
3,477 |
0 |
-3,477 |
-100.00% |
| Parcion Private Wealth LLC |
3,584 |
0 |
-3,584 |
-100.00% |
| PFG Private Wealth Management LLC |
63 |
0 |
-63 |
-100.00% |
| Carolina Wealth Advisors LLC |
932 |
0 |
-932 |
-100.00% |
| Curated Wealth Partners LLC |
10,820 |
0 |
-10,820 |
-100.00% |
| Hobart Private Capital LLC |
2,693 |
0 |
-2,693 |
-100.00% |
| Criterion Capital Advisors LLC |
728 |
0 |
-728 |
-100.00% |
| LexAurum Advisors LLC |
2,683 |
0 |
-2,683 |
-100.00% |
| Wagner Wealth Management LLC |
462 |
0 |
-462 |
-100.00% |
| Carlson Capital Management |
2,999 |
0 |
-2,999 |
-100.00% |
| Atlas Capital Advisors LLC |
500 |
0 |
-500 |
-100.00% |
| Hanson & Doremus Investment Management |
21 |
0 |
-21 |
-100.00% |
| Country Trust Bank |
2,432 |
0 |
-2,432 |
-100.00% |
| Godsey & Gibb Associates |
18 |
0 |
-18 |
-100.00% |
| Meritage Portfolio Management |
11,972 |
0 |
-11,972 |
-100.00% |
| Peregrine Capital Management LLC |
4,876 |
0 |
-4,876 |
-100.00% |
See Summary: Institutional Holders of IVW
See Details: Top 10 Hedge Funds Holding IVW
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