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STOCK TICKER:
iShares Trust - iShares MSCI ACWI Index Fund   (ticker: ACWI)
Institutions's Holdings On The Stock
INSTITUTION/GURU    (click Current Holdings for holding history) Current Holdings
(link to holding history)
Previous
Holdings
Change Portfolio
Date
CI INVESTMENTS INC. 13,043,023 0 New Buy 2020-06-30
BESSEMER GROUP INC 11,457,648 11,364,479 1% 2020-06-30
BARCLAYS PLC 0 3,364,554 Sold Out 2020-06-30
BANK OF AMERICA CORP /DE/ 4,451,115 0 New Buy 2020-06-30
ALLIANCEBERNSTEIN L.P. 3,142,972 948,330 231% 2020-06-30
MORGAN STANLEY 3,001,794 0 New Buy 2020-06-30
HSBC HOLDINGS PLC 2,954,084 0 New Buy 2020-06-30
Sageworth Trust Co 2,176,079 0 New Buy 2020-06-30
ICONIQ Capital, LLC 1,869,181 0 New Buy 2020-06-30
Clal Insurance Enterprises Holdings Ltd 1,846,371 0 New Buy 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 1,763,719 1,754,728 1% 2020-06-30
JANE STREET GROUP, LLC 1,745,713 1,864,286 6% 2020-06-30
TEXAS TREASURY SAFEKEEPING TRUST CO 1,603,843 870,500 84% 2020-06-30
Susquehanna International Group, LLP 1,572,875 2,708,604 42% 2020-06-30
WELLS FARGO & CO/MN 1,538,288 2,028,754 24% 2020-06-30
Sarasin & Partners LLP 1,302,245 1,304,698 0% 2020-06-30
ROYAL BANK OF CANADA 1,222,684 0 New Buy 2020-06-30
CANADA PENSION PLAN INVESTMENT BOARD 1,150,000 0 New Buy 2020-06-30
EVOKE WEALTH, LLC 1,101,839 1,166,512 6% 2020-06-30
Summit Rock Advisors, LLC 957,719 792,180 21% 2020-06-30
GOLDMAN SACHS GROUP INC 63,143 0 New Buy 2020-06-30
DIMENSION CAPITAL MANAGEMENT PARTNERS 661,617 774,978 15% 2020-06-30
FMR LLC 1 0 New Buy 2020-06-30
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 547,294 0 New Buy 2020-06-30
BANK OF NOVA SCOTIA / 518,050 0 New Buy 2020-06-30
PRUDENTIAL CORP PLC 489,944 552,870 11% 2020-06-30
Madrona Financial Services, LLC 451,366 438,585 3% 2020-06-30
O'Brien Wealth Partners LLC 410,941 181,448 126% 2020-06-30
J P MORGAN CHASE & CO 400,286 470,649 15% 2020-06-30
Edgehill Endowment Partners, LLC 387,840 538,211 28% 2020-06-30
RAYMOND JAMES & ASSOCIATES 375,387 449,822 17% 2020-06-30
Blue Creek Investment Partners, LLC 370,983 348,862 6% 2020-06-30
EPIQ Capital Group, LLC 370,279 449,617 18% 2020-06-30
Banco Santander, S.A. 0 505,141 Sold Out 2020-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 350,557 0 New Buy 2020-06-30
Bank of New York Mellon CORP 342,613 138,222 148% 2020-06-30
UBS Group AG 28,765 69,344 59% 2020-06-30
Cornerstone Advisors, Inc. 301,554 128,395 135% 2020-06-30
STATE STREET CORP 290,907 375,807 23% 2020-06-30
Rockefeller Capital Management L.P. 0 226,831 Sold Out 2020-06-30
Mirae Asset Global Investments Co., Ltd. 266,060 262,560 1% 2020-06-30
Verger Capital Management LLC 254,103 252,892 0% 2020-06-30
Bernicke & Associates, LTD 245,713 366,327 33% 2020-06-30
CPCM, LLC 226,200 231,125 2% 2020-06-30
FLOW TRADERS U.S. LLC 225,517 0 New Buy 2020-06-30
BB&T CORP 225,075 0 New Buy 2020-06-30
Psagot Investment House Ltd. 219,486 215,751 2% 2020-06-30
WELLINGTON MANAGEMENT CO LLP 212,694 517,818 59% 2020-06-30
Private Advisor Group, LLC 204,769 160,140 28% 2020-06-30
CITADEL ADVISORS LLC (Kenneth C. Griffin) 17,400 0 New Buy 2020-06-30
Cresset Asset Management, LLC 202,421 0 New Buy 2020-06-30
Bogart Wealth, LLC 197,881 198,577 0% 2020-06-30
IEQ CAPITAL, LLC 197,208 461,017 57% 2020-06-30
Altshuler Shaham Ltd 188,982 137,550 37% 2020-06-30
Waldron, LP 184,683 179,092 3% 2020-06-30
US BANCORP DE 183,284 161,675 13% 2020-06-30
AdvisorNet Financial, Inc 183,196 291,626 37% 2020-06-30
Rainwater Charitable Foundation 181,817 0 New Buy 2020-06-30
OLD MISSION CAPITAL LLC 180,784 0 New Buy 2020-06-30
Allianz Asset Management AG 178,609 8,842,604 98% 2020-06-30
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 173,265 646 26,721% 2020-06-30
Financial Management Professionals, Inc. 170,908 100,758 70% 2020-06-30
Nationwide Asset Management LLC 164,150 164,150 No Change 2020-06-30
PRUDENTIAL FINANCIAL INC 161,497 172,082 6% 2020-06-30
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 160,570 200,760 20% 2020-06-30
Global Alpha Capital Management Ltd. 157,170 0 New Buy 2020-06-30
Harel Insurance Investments & Financial Services Ltd. 146,111 245,412 40% 2020-06-30
BROWN ADVISORY HOLDINGS INC 39,945 0 New Buy 2020-06-30
Sequoia Financial Advisors, LLC 142,839 121,267 18% 2020-06-30
Edge Capital Group, LLC 141,551 124,898 13% 2020-06-30
NorthCoast Asset Management LLC 141,090 141,090 No Change 2020-06-30
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 134,121 157,156 15% 2020-06-30
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 125,927 221,440 43% 2020-06-30
BABSON CAPITAL MANAGEMENT LLC 123,991 0 New Buy 2020-06-30
LPL Financial CORP 123,009 132,735 7% 2020-06-30
GAM Holding Ltd. 110,600 114,900 4% 2020-06-30
GREAT VALLEY ADVISOR GROUP, INC. 106,677 0 New Buy 2020-06-30
CENTAURUS FINANCIAL, INC. 105,460 113,127 7% 2020-06-30
Strategic Blueprint, LLC 103,228 120,486 14% 2020-06-30
Columbus Macro, LLC 103,025 45,486 126% 2020-06-30
Horst & Graben Wealth Management LLC 101,188 0 New Buy 2020-06-30
Beirne Wealth Consulting Services, LLC 98,748 100,024 1% 2020-06-30
Arlington Capital Management, Inc. 98,567 477,559 79% 2020-06-30
Gryphon Financial Partners LLC 97,703 94,682 3% 2020-06-30
Pathstone Family Office, LLC 96,594 0 New Buy 2020-06-30
Qube Research & Technologies Ltd 95,934 0 New Buy 2020-06-30
Allen Investment Management LLC 95,729 95,729 No Change 2020-06-30
MAKENA CAPITAL MANAGEMENT LLC 93,971 93,971 No Change 2020-06-30
Fisher Asset Management, LLC(Kenneth L. Fisher) 92,232 92,232 No Change 2020-06-30
LAZARD ASSET MANAGEMENT LLC 92,063 98,596 7% 2020-06-30
Raymond James Financial Services Advisors, Inc. 91,817 192,172 52% 2020-06-30
THRIVENT FINANCIAL FOR LUTHERANS 24,832 24,832 No Change 2020-06-30
HighTower Advisors, LLC 88,313 179,017 51% 2020-06-30
Kovitz Investment Group Partners, LLC 86,302 0 New Buy 2020-06-30
Dorsey & Whitney Trust CO LLC 83,925 84,879 1% 2020-06-30
MEITAV DASH INVESTMENTS LTD 83,677 178,663 53% 2020-06-30
SNS Financial Group, LLC 83,020 99,161 16% 2020-06-30
TD Capital Management LLC 81,723 84,069 3% 2020-06-30
CITIGROUP INC 77,924 41,096 90% 2020-06-30
DUPONT CAPITAL MANAGEMENT 75,588 94,193 20% 2020-06-30
Sowell Financial Services LLC 75,542 65,033 16% 2020-06-30
Freestone Capital Holdings, LLC 74,753 37,731 98% 2020-06-30
CAHABA WEALTH MANAGEMENT, INC. 74,332 80,360 8% 2020-06-30
TIEDEMANN WEALTH MANAGEMENT, LLC 70,679 101,586 30% 2020-06-30
SEI INVESTMENTS CO 69,061 115,038 40% 2020-06-30
NATIXIS 67,500 0 New Buy 2020-06-30
USAdvisors Wealth Management, LLC 64,649 0 New Buy 2020-06-30
Northside Capital Management, LLC 64,259 0 New Buy 2020-06-30
First Allied Advisory Services, Inc. 61,453 0 New Buy 2020-06-30
DRW Securities, LLC 61,354 0 New Buy 2020-06-30
MASSMUTUAL TRUST CO FSB/ADV 58,540 7,500 681% 2020-06-30
MainStreet Investment Advisors LLC 58,540 40,690 44% 2020-06-30
Peak Financial Management, Inc. 58,141 63,984 9% 2020-06-30
WADDELL & ASSOCIATES, LLC 58,031 59,681 3% 2020-06-30
Mutual Advisors, LLC 57,400 0 New Buy 2020-06-30
QUADRANT CAPITAL GROUP LLC 57,394 0 New Buy 2020-06-30
Zurich Insurance Group Ltd/FI 57,005 61,035 7% 2020-06-30
BANQUE PICTET & CIE SA 49,473 49,473 No Change 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 46,168 49,538 7% 2020-06-30
LexAurum Advisors, LLC 45,989 51,057 10% 2020-06-30
BSW Wealth Partners 45,105 33,297 35% 2020-06-30
FIRST CITIZENS BANK & TRUST CO 44,389 59,673 26% 2020-06-30
CLIENT 1ST ADVISORY GROUP, LLC 43,753 192,487 77% 2020-06-30
Vivaldi Capital Management, LLC 43,065 122,331 65% 2020-06-30
Atwater Malick LLC 42,783 50,427 15% 2020-06-30
Intelligence Driven Advisers, LLC 10,972 0 New Buy 2020-06-30
Well Done, LLC 41,935 45,676 8% 2020-06-30
AE Wealth Management LLC 41,671 83,925 50% 2020-06-30
ING INVESTMENT MANAGEMENT LLC 41,309 0 New Buy 2020-06-30
Fluent Financial, LLC 40,601 40,055 1% 2020-06-30
NOMURA ASSET MANAGEMENT CO LTD 39,310 16,110 144% 2020-06-30
PARTNERS CAPITAL INVESTMENT GROUP, LLP 38,885 38,565 1% 2020-06-30
TELEMUS CAPITAL, LLC 38,793 39,184 1% 2020-06-30
Belpointe Asset Management LLC 38,214 0 New Buy 2020-06-30
Itau Unibanco Holding S.A. 37,700 0 New Buy 2020-06-30
PARAMETRIC PORTFOLIO ASSOCIATES 37,535 832,070 95% 2020-06-30
Ausdal Financial Partners, Inc. 37,327 36,953 1% 2020-06-30
HPM Partners LLC 36,719 36,327 1% 2020-06-30
Meristem, LLP 36,456 41,587 12% 2020-06-30
Corient Capital Partners, LLC 36,177 34,743 4% 2020-06-30
DT Investment Partners, LLC 35,870 44,170 19% 2020-06-30
AMERIPRISE FINANCIAL INC 35,813 0 New Buy 2020-06-30
FRONTIER INVESTMENT MGMT CO 34,874 34,075 2% 2020-06-30
EDMOND DE ROTHSCHILD HOLDING S.A. 34,506 36,381 5% 2020-06-30
Clarius Group, LLC 34,309 34,844 2% 2020-06-30
Archetype Wealth Partners, LLC 32,914 41,744 21% 2020-06-30
TFO-TDC, LLC 32,679 50,896 36% 2020-06-30
RFG Advisory Group, LLC 32,622 44,721 27% 2020-06-30
AdvicePeriod, LLC 32,503 76,303 57% 2020-06-30
PAX Financial Group, LLC 31,206 38,326 19% 2020-06-30
St. Louis Trust Co 30,929 30,787 0% 2020-06-30
CREDIT SUISSE/ 30,761 4,051,279 99% 2020-06-30
Diversified Trust Co 30,238 171,159 82% 2020-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 30,125 31,065 3% 2020-06-30
SIGNATUREFD, LLC 30,067 37,435 20% 2020-06-30
Fulcrum Equity Management 29,959 0 New Buy 2020-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 29,584 33,313 11% 2020-06-30
BRIGHTON JONES LLC 29,208 29,707 2% 2020-06-30
SCHRODER INVESTMENT MANAGEMENT GROUP 28,671 0 New Buy 2020-06-30
Lee Financial CORP 27,587 32,432 15% 2020-06-30
ARLINGTON PARTNERS LLC 26,723 228,457 88% 2020-06-30
Chevy Chase Trust Holdings, Inc. 26,478 26,546 0% 2020-06-30
AMG National Trust Bank 26,173 0 New Buy 2020-06-30
MILLENNIUM MANAGEMENT LLC 25,086 0 New Buy 2020-06-30
CWM, LLC 24,018 323 7,336% 2020-06-30
Creative Planning 23,978 13,302 80% 2020-06-30
MATHER GROUP, INC. 23,497 24,734 5% 2020-06-30
Sigma Planning Corp 23,246 25,344 8% 2020-06-30
Financial Advisory Service, Inc. 22,293 26,371 15% 2020-06-30
LAKE STREET ADVISORS GROUP, LLC 22,143 22,134 0% 2020-06-30
Fund Evaluation Group, LLC 21,470 0 New Buy 2020-06-30
BP WEALTH MANAGEMENT, LLC 21,357 158 13,417% 2020-06-30
Buckingham Asset Management, LLC 21,017 27,998 25% 2020-06-30
BANK OF MONTREAL /CAN/ 20,834 21,864 5% 2020-06-30
Polaris Wealth Advisers, LLC 20,801 19,876 5% 2020-06-30
Ackerman Capital Advisors, LLC 20,737 0 New Buy 2020-06-30
Capital Investment Advisory Services, LLC 20,548 33,759 39% 2020-06-30
Compagnie Lombard, Odier SCA 19,750 0 New Buy 2020-06-30
BLAIR WILLIAM & CO/IL 19,735 23,350 15% 2020-06-30
Migdal Insurance & Financial Holdings Ltd. 19,180 19,180 No Change 2020-06-30
BANK HAPOALIM BM 18,941 20,521 8% 2020-06-30
Mariner Wealth Advisors, LLC 18,369 22,765 19% 2020-06-30
Astoria Strategic Wealth, Inc. 18,363 55,880 67% 2020-06-30
RETIREMENT INCOME SOLUTIONS, INC 18,342 22,130 17% 2020-06-30
JUNCTURE WEALTH STRATEGIES, LLC 18,231 18,720 3% 2020-06-30
CKW FINANCIAL GROUP 18,095 51,022 65% 2020-06-30
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 18,012 21,997 18% 2020-06-30
Strategic Financial Group, LLC 17,822 17,184 4% 2020-06-30
BT Wealth Management LLC 17,667 18,733 6% 2020-06-30
ARGI Investment Services, LLC 17,624 16,635 6% 2020-06-30
ABSOLUTE INVESTMENT MANAGEMENT LLC 17,461 18,400 5% 2020-06-30
HARDING LOEVNER LLC 17,415 0 New Buy 2020-06-30
HIGHLAND CAPITAL MANAGEMENT CORP 16,648 16,938 2% 2020-06-30
Cutler Group LP 42 194,400 100% 2020-06-30
FIERA SCEPTRE INC. 15,717 30,189 48% 2020-06-30
Karpus Management, Inc. 15,713 19,248 18% 2020-06-30
PUTNAM FL INVESTMENT MANAGEMENT CO 15,335 15,866 3% 2020-06-30
FormulaFolio Investments, LLC 15,332 12,749 20% 2020-06-30
Balentine LLC 9,748 10,320 6% 2020-06-30
SCOTIA CAPITAL INC. 15,306 11,238 36% 2020-06-30
WealthStone, Inc. 15,232 80,803 81% 2020-06-30
STIFEL FINANCIAL CORP 4,445 0 New Buy 2020-06-30
Renaissance Technologies(Jim Simons) 14,900 0 New Buy 2020-06-30
Tower Research Capital LLC 14,701 0 New Buy 2020-06-30
Mountain Capital Investment Advisors, Inc 14,533 15,691 7% 2020-06-30
HAVERFORD TRUST CO 14,494 14,494 No Change 2020-06-30
ST GERMAIN D J CO INC 14,150 14,205 0% 2020-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14,030 16,877 17% 2020-06-30
HYA Advisors, Inc 13,797 11,850 16% 2020-06-30
Baker Avenue Asset Management, LP 13,712 19,713 30% 2020-06-30
Janney Montgomery Scott LLC 13,577 48,459 72% 2020-06-30
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 13,386 13,386 No Change 2020-06-30
SYM FINANCIAL CORPORATION 12,671 14,168 11% 2020-06-30
Baird Financial Group, Inc. 12,666 0 New Buy 2020-06-30
PineBridge Investments Ltd 12,638 0 New Buy 2020-06-30
Streettalk Advisors, LLC 12,451 11,792 6% 2020-06-30
GLENMEDE TRUST CO NA 12,352 19,112 35% 2020-06-30
NIEMANN CAPITAL MANAGEMENT INC 12,346 25,071 51% 2020-06-30
Summit Trail Advisors, LLC 12,344 11,434 8% 2020-06-30
TRUSTCORE FINANCIAL SERVICES, LLC 12,237 16,260 25% 2020-06-30
FIDUCIARY TRUST CO 12,226 15,643 22% 2020-06-30
WETHERBY ASSET MANAGEMENT INC 12,078 12,069 0% 2020-06-30
Copperleaf Capital, LLC 11,786 0 New Buy 2020-06-30
FRANKLIN RESOURCES INC 11,258 116,817 90% 2020-06-30
Sontag Advisory, LLC 11,031 0 New Buy 2020-06-30
Capital Investment Advisors, LLC 10,902 11,069 2% 2020-06-30
GenTrust, LLC 10,810 10,770 0% 2020-06-30
JOHNSON INVESTMENT COUNSEL INC 10,685 10,685 No Change 2020-06-30
Brightworth 10,615 35,371 70% 2020-06-30
QUANTLAB CAPITAL MANAGEMENT LTD 10,562 0 New Buy 2020-06-30
Belmont Capital, LLC 10,519 10,508 0% 2020-06-30
Montecito Bank & Trust 10,317 9,840 5% 2020-06-30
Stonehage Fleming Financial Services Holdings Ltd 10,024 0 New Buy 2020-06-30
JMG Financial Group, Ltd. 9,843 9,843 No Change 2020-06-30
Oak Hill Investment Management, L.P. 9,742 15,763 38% 2020-06-30
CIBC World Markets Inc. 9,518 0 New Buy 2020-06-30
Wellspring Financial Advisors, LLC 9,492 9,492 No Change 2020-06-30
NORTH AMERICAN MANAGEMENT CORP 9,445 12,265 23% 2020-06-30
VICTORY CAPITAL MANAGEMENT INC 9,134 635 1,338% 2020-06-30
ALTFEST L J & CO INC 8,667 59,680 85% 2020-06-30
CAPTRUST FINANCIAL ADVISORS 8,495 15,522 45% 2020-06-30
NORTHWEST WEALTH MANAGEMENT, LLC 8,323 8,231 1% 2020-06-30
WHITTIER TRUST CO 8,221 8,221 No Change 2020-06-30
CAPE ANN SAVINGS BANK 8,172 0 New Buy 2020-06-30
ANCHOR CAPITAL ADVISORS INC 8,105 11,465 29% 2020-06-30
Patriot Financial Group Insurance Agency, LLC 7,981 38,831 79% 2020-06-30
Keystone Financial Group 7,845 7,983 2% 2020-06-30
Rinet Co LLC 7,837 8,034 2% 2020-06-30
Sharkey, Howes & Javer 7,808 0 New Buy 2020-06-30
ClariVest Asset Management LLC 7,800 7,800 No Change 2020-06-30
ASPIRIANT, LLC 7,766 13,449 42% 2020-06-30
Cooper Financial Group 7,751 376,013 98% 2020-06-30
TCG Advisors, LP 7,671 0 New Buy 2020-06-30
Wealth Architects, LLC 7,649 6,362 20% 2020-06-30
Orion Portfolio Solutions, LLC 7,602 0 New Buy 2020-06-30
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 7,551 0 New Buy 2020-06-30
DOWLING & YAHNKE INC 7,538 7,538 No Change 2020-06-30
AMERITAS INVESTMENT CORP 7,459 6,796 10% 2020-06-30
Modus Advisors, LLC 7,262 7,262 No Change 2020-06-30
Barber Financial Group, Inc. 7,152 0 New Buy 2020-06-30
Courage Miller Partners, LLC 7,100 7,100 No Change 2020-06-30
GOFEN & GLOSSBERG LLC /IL/ 7,000 7,150 2% 2020-06-30
Hall Kathryn A. 6,780 0 New Buy 2020-06-30
Valeo Financial Advisors, LLC 6,628 6,517 2% 2020-06-30
Strid Group, LLC 6,623 7,178 8% 2020-06-30
Kore Private Wealth LLC 6,604 0 New Buy 2020-06-30
Financial Network 6,527 8,052 19% 2020-06-30
NAPLES GLOBAL ADVISORS, LLC 6,330 6,250 1% 2020-06-30
Baltimore-Washington Financial Advisors, Inc. 6,316 6,306 0% 2020-06-30
IFP Advisors, Inc 6,270 4,734 32% 2020-06-30
Archford Capital Strategies, LLC 6,226 15,258 59% 2020-06-30
Blue Sky Asset Management, LLC 6,165 6,654 7% 2020-06-30
Ifrah Financial Services, Inc. 6,037 6,164 2% 2020-06-30
Price Wealth Management, Inc. 6,036 5,986 1% 2020-06-30
Twele Capital Management, Inc. 6,000 78,600 92% 2020-06-30
FIFTH THIRD BANCORP 5,811 7,201 19% 2020-06-30
Lakeview Capital Partners, LLC 5,738 7,491 23% 2020-06-30
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,573 0 New Buy 2020-06-30
FINANCIAL ADVISORY CORP /UT/ /ADV 5,476 0 New Buy 2020-06-30
Clarkston Capital Partners LLC 5,413 0 New Buy 2020-06-30
NORTHERN TRUST CORP 5,412 0 New Buy 2020-06-30
Emerald Investment Partners, LLC 5,371 5,368 0% 2020-06-30
Brand Asset Management Group, Inc. 5,275 4,407 20% 2020-06-30
CAMBIAR INVESTORS LLC 5,253 16,603 68% 2020-06-30
RAYMOND JAMES TRUST CO 5,181 0 New Buy 2020-06-30
Aveo Capital Partners, LLC 5,174 7,085 27% 2020-06-30
Circle Wealth Management, LLC 5,167 5,316 3% 2020-06-30
EATON VANCE MANAGEMENT 5,076 5,076 No Change 2020-06-30
Joel Isaacson & Co., LLC 5,028 5,028 No Change 2020-06-30
NORRIS PERNE & FRENCH LLP/MI 4,986 4,674 7% 2020-06-30
Carroll Financial Associates, Inc. 4,859 2,317 110% 2020-06-30
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 4,762 0 New Buy 2020-06-30
WEATHERLY ASSET MANAGEMENT LP /ADV 4,759 4,923 3% 2020-06-30
QS Investors, LLC 4,700 0 New Buy 2020-06-30
MADISON WEALTH MANAGEMENT 4,685 0 New Buy 2020-06-30
Hanlon Investment Management, Inc. 4,603 4,059 13% 2020-06-30
BEACON INVESTMENT ADVISORY SERVICES, INC. 4,529 5,775 22% 2020-06-30
Choate Investment Advisors 4,430 5,070 13% 2020-06-30
FIRST MIDWEST BANK TRUST DIVISION 4,270 5,527 23% 2020-06-30
Warren Averett Asset Management, LLC 4,182 4,182 No Change 2020-06-30
Sugarloaf Wealth Management, LLC 4,053 8,739 54% 2020-06-30
Total Clarity Wealth Management, Inc. 4,020 4,020 No Change 2020-06-30
Pure Financial Advisors, Inc. 3,960 3,500 13% 2020-06-30
Abacus Planning Group, Inc. 3,823 3,823 No Change 2020-06-30
Trexquant Investment LP 3,811 0 New Buy 2020-06-30
Regal Investment Advisors, LLC 3,797 0 New Buy 2020-06-30
Ballew Advisors, Inc 3,577 0 New Buy 2020-06-30
BDO Wealth Advisors, LLC 3,684 4,965 26% 2020-06-30
Friedenthal Financial 3,679 3,802 3% 2020-06-30
Robertson Stephens Wealth Management, LLC 3,658 9,373 61% 2020-06-30
Capital Directions Investment Advisors, LLC 3,636 3,636 No Change 2020-06-30
HANCOCK HOLDING CO 3,485 3,485 No Change 2020-06-30
Stratos Wealth Partners, LTD. 3,452 3,353 3% 2020-06-30
COZAD ASSET MANAGEMENT INC 3,438 0 New Buy 2020-06-30
FINANCIAL CONSULATE, INC 3,391 3,867 12% 2020-06-30
Chicago Partners Investment Group LLC 3,363 3,363 No Change 2020-06-30
Sequent Asset Management, LLC 3,348 2,912 15% 2020-06-30
Winthrop Advisory Group LLC 3,281 3,280 0% 2020-06-30
Garde Capital, Inc. 3,259 6,227 48% 2020-06-30
Strategic Family Wealth Counselors, L.L.C. 3,257 15,298 79% 2020-06-30
Empirical Financial Services, LLC 3,229 3,206 1% 2020-06-30
FCG ADVISORS, LLC 3,225 3,198 1% 2020-06-30
Equitable Holdings, Inc. 3,179 0 New Buy 2020-06-30
Advisory Services Network, LLC 3,176 0 New Buy 2020-06-30
Intellectus Partners, LLC 3,157 0 New Buy 2020-06-30
Rossmore Private Capital 3,125 0 New Buy 2020-06-30
Country Club Trust Company, n.a. 3,070 0 New Buy 2020-06-30
SHEETS SMITH & ASSOCIATES INC 3,053 0 New Buy 2020-06-30
REGENTATLANTIC CAPITAL LLC 3,041 0 New Buy 2020-06-30
Maxim Capital Management LLC 3,009 0 New Buy 2020-06-30
WEALTHSOURCE PARTNERS, LLC 3,005 4,075 26% 2020-06-30
COLDSTREAM CAPITAL MANAGEMENT INC 2,857 0 New Buy 2020-06-30
MAI Wealth Advisors 2,821 0 New Buy 2020-06-30
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,735 0 New Buy 2020-06-30
Global Strategic Investment Solutions, LLC 2,717 0 New Buy 2020-06-30
Evolution Wealth Advisors, LLC 2,160 2,160 No Change 2020-06-30
SYNOVUS FINANCIAL CORP 1,921 1,921 No Change 2020-06-30
MV Capital Management, Inc. 1,797 1,797 No Change 2020-06-30
ROPES WEALTH ADVISORS LLC 1,727 1,727 No Change 2020-06-30
Cordasco Financial Network 1,713 1,713 No Change 2020-06-30
Parallel Advisors, LLC 1,643 3,001 45% 2020-06-30
CAROLINAS WEALTH CONSULTING LLC 1,579 1,575 0% 2020-06-30
WestEnd Advisors, LLC 1,385 21,911 94% 2020-06-30
Horan Securities, Inc. 1,343 1,343 No Change 2020-06-30
TRUEWEALTH LLC 1,338 1,392 4% 2020-06-30
Ambassador Advisors, LLC 1,224 1,094 12% 2020-06-30
VALLEY NATIONAL ADVISERS INC 1,044 1,044 No Change 2020-06-30
Cedar Wealth Management, LLC 1,005 0 New Buy 2020-06-30
Tortoise Investment Management, LLC 941 941 No Change 2020-06-30
Lehman & Derafelo Financial Resources LLC 764 764 No Change 2020-06-30
Atlas Private Wealth Management 749 0 New Buy 2020-06-30
ROWLAND CARMICHAEL ADVISORS INC /ADV 722 73,510 99% 2020-06-30
HighMark Wealth Management LLC 721 715 1% 2020-06-30
CNB Bank 665 0 New Buy 2020-06-30
Hudock Moyer Wealth Resources, LLC 663 4,653 86% 2020-06-30
Gemmer Asset Management LLC 626 0 New Buy 2020-06-30
Hartland & Co., LLC 603 627 4% 2020-06-30
HUNTINGTON NATIONAL BANK 575 602 4% 2020-06-30
TORONTO DOMINION BANK 500 0 New Buy 2020-06-30
JFS WEALTH ADVISORS, LLC 482 0 New Buy 2020-06-30
Rosenberg Matthew Hamilton 451 0 New Buy 2020-06-30
John W. Brooker & Co., CPAs 441 437 1% 2020-06-30
Ellis Investment Partners, LLC 380 379 0% 2020-06-30
Weaver Consulting Group 368 368 No Change 2020-06-30
WEST BANCORPORATION INC 357 0 New Buy 2020-06-30
Procyon Private Wealth Partners, LLC 348 0 New Buy 2020-06-30
FSA Wealth Management LLC 335 0 New Buy 2020-06-30
TCI Wealth Advisors, Inc. 320 548 42% 2020-06-30
Coastal Capital Group, Inc. 283 778 64% 2020-06-30
THORNBURG INVESTMENT MANAGEMENT INC 281 1,121 75% 2020-06-30
Red Door Wealth Management, LLC 266 266 No Change 2020-06-30
Global Retirement Partners, LLC 197 279 29% 2020-06-30
Campbell Wealth Management 177 0 New Buy 2020-06-30
WHITTIER TRUST CO OF NEVADA INC 175 175 No Change 2020-06-30
Patriot Investment Management Inc. 169 0 New Buy 2020-06-30
Demars Financial Group, LLC 142 0 New Buy 2020-06-30
Winch Advisory Services, LLC 90 32 181% 2020-06-30
Vigilant Capital Management, LLC 45 45 No Change 2020-06-30
LifePlan Financial Group, Inc 43 43 No Change 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 38 38 No Change 2020-06-30
CLEAR INVESTMENT RESEARCH, LLC 33 33 No Change 2020-06-30
Pacitti Group Inc. 32 32 No Change 2020-06-30
HOWE & RUSLING INC 28 21 33% 2020-06-30
Gradient Investments LLC 27 27 No Change 2020-06-30
Summit Investment Advisors, Inc. 20 20 No Change 2020-06-30
Jacobi Capital Management LLC 14 426 97% 2020-06-30
Focused Wealth Management, Inc 1 0 New Buy 2020-06-30
Larson Financial Group LLC 1 1 No Change 2020-06-30
BRANDES INVESTMENT PARTNERS, LP(Charles Brandes) 0 11,811 Sold Out 2020-06-30
BERKSHIRE ASSET MANAGEMENT INC/PA 0 11,321 Sold Out 2020-06-30
SECURITY NATIONAL TRUST CO 0 198 Sold Out 2020-06-30
North Star Investment Management Corp. 0 200 Sold Out 2020-06-30
M&T BANK CORP 0 5,748 Sold Out 2020-06-30
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 0 112,162 Sold Out 2020-06-30
Veritable, L.P. 0 133,319 Sold Out 2020-06-30
HORIZON ASSET MANAGEMENT INC/NY 0 571,930 Sold Out 2020-06-30
MONETA GROUP INVESTMENT ADVISORS INC 0 3,388 Sold Out 2020-06-30
Plante Moran Financial Advisors Ltd Partnership 0 85 Sold Out 2020-06-30
ADVISORY RESEARCH INC 0 5,020 Sold Out 2020-06-30
JENNISON ASSOCIATES LLC 0 25,868 Sold Out 2020-06-30
COLONY GROUP LLC 0 3,592 Sold Out 2020-06-30
Investure LLC 0 64,247 Sold Out 2020-06-30
Seven Post Investment Office LP 0 16,521 Sold Out 2020-06-30
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0 270 Sold Out 2020-06-30
BAROMETER CAPITAL MANAGEMENT INC. 0 135 Sold Out 2020-06-30
Advisory Alpha, LLC 0 2,593 Sold Out 2020-06-30
Concorde Asset Management, LLC 0 15,607 Sold Out 2020-06-30
TORON CAPITAL MARKETS INC. 0 3,225 Sold Out 2020-06-30
Harwood Advisory Group, LLC 0 1,229 Sold Out 2020-06-30
WOLVERINE TRADING, LLC 0 115,264 Sold Out 2020-06-30
Wealthcare Advisory Partners LLC 0 196 Sold Out 2020-06-30
Massey, Quick & Co., LLC 0 19 Sold Out 2020-06-30
Capital Bank & Trust Co 0 2,062 Sold Out 2020-06-30
Security National Bank 0 9,053 Sold Out 2020-06-30
Cypress Wealth Services, LLC 0 3,354 Sold Out 2020-06-30
Providence Capital Advisors, LLC 0 30 Sold Out 2020-06-30
Jordan Park Group LLC 0 4,088 Sold Out 2020-06-30
Solstein Capital, LLC 0 11,000 Sold Out 2020-06-30
HoyleCohen, LLC 0 12,501 Sold Out 2020-06-30
Smart Money Group LLC 0 85,915 Sold Out 2020-06-30
Avondale Wealth Management 0 1,416 Sold Out 2020-06-30
CX Institutional 0 30 Sold Out 2020-06-30
Bell Rock Capital LLC 0 3,247 Sold Out 2020-06-30
Stratos Wealth Advisors, LLC 0 704 Sold Out 2020-06-30
MOSELEY INVESTMENT MANAGEMENT INC 0 10,672 Sold Out 2020-06-30
RIVERSEDGE ADVISORS, LLC 0 4,600 Sold Out 2020-06-30
Phoenix Holdings Ltd. 0 33,080 Sold Out 2020-06-30
Beacon Financial Advisory LLC 0 5,017 Sold Out 2020-06-30
AlphaCore Capital LLC 0 372 Sold Out 2020-06-30
TBH Global Asset Management, LLC 0 9,116 Sold Out 2020-06-30
Professional Financial Advisors, LLC 0 7,403 Sold Out 2020-06-30
VIVID FINANCIAL MANAGEMENT, INC. 0 54,943 Sold Out 2020-06-30
Austin Private Wealth, LLC 0 38,358 Sold Out 2020-06-30
Soltis Investment Advisors LLC 0 29,373 Sold Out 2020-06-30
Wealth Alliance 0 4,216 Sold Out 2020-06-30
HawsGoodwin Investment Management LLC 0 1,466 Sold Out 2020-06-30
Royal Fund Management, LLC 0 14 Sold Out 2020-06-30
PNC FINANCIAL SERVICES GROUP INC 5,540 5,540 No Change 2020-03-31
SIMPLEX TRADING, LLC 170,070 26,881 533% 2020-03-31
Regis Management CO LLC 152,805 158,219 3% 2020-03-31
NYL Investors LLC 94,500 112,300 16% 2020-03-31
DEUTSCHE BANK AG 92,179 38,742 138% 2020-03-31
RDA Financial Network 54,919 48,182 14% 2020-03-31
Atlantic Trust Group, LLC 26,939 27,549 2% 2020-03-31
Bank Julius Baer & Co. Ltd, Zurich 20,656 0 New Buy 2020-03-31
GV Capital Management 19,788 18,485 7% 2020-03-31
MML INVESTORS SERVICES, LLC 18,700 44,478 58% 2020-03-31
Gierl Augustine Investment Management Inc 17,761 5,707 211% 2020-03-31
Clarus Wealth Advisors 14,930 0 New Buy 2020-03-31
Golden State Wealth Management, LLC 11,967 0 New Buy 2020-03-31
Princeton Global Asset Management LLC 10,949 32,340 66% 2020-03-31
New Capital Management LP 10,468 10,470 0% 2020-03-31
PagnatoKarp Partners LLC 5,794 6,220 7% 2020-03-31
Argent Wealth Management LLC 5,078 6,010 16% 2020-03-31
RPg Family Wealth Advisory, LLC 4,997 4,997 No Change 2020-03-31
D. SCOTT NEAL, INC. 4,159 4,915 15% 2020-03-31
JNB Advisors LLC 3,605 0 New Buy 2020-03-31
Arden Trust Co 2,505 0 New Buy 2020-03-31
Manchester Capital Management LLC 1,072 2,796 62% 2020-03-31
Steward Partners Investment Advisory, LLC 361 2,002 82% 2020-03-31
Westside Investment Management, Inc. 205 0 New Buy 2020-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 134 151 11% 2020-03-31
VERUS CAPITAL PARTNERS, LLC 80 80 No Change 2020-03-31
Financial Gravity Wealth, Inc. 2 0 New Buy 2020-03-31
SALIENT TRUST CO LTA 0 11,215 Sold Out 2020-03-31
Resource Planning Group 0 2,739 Sold Out 2020-03-31
Alhambra Investment Partners LLC 0 3,181 Sold Out 2020-03-31
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