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STOCK TICKER:
iShares Short Maturity Bond ETF   (ticker: NEAR)
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
BANK OF AMERICA CORP /DE/ 6,716,534 0 New Buy 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 6,658,198 13,822,584 52% 2020-06-30
MORGAN STANLEY 5,266,537 0 New Buy 2020-06-30
FMR LLC 4,725,762 0 New Buy 2020-06-30
JANE STREET GROUP, LLC 4,018,947 2,746,610 46% 2020-06-30
UBS Group AG 11,555 11,610 0% 2020-06-30
LPL Financial CORP 2,805,454 3,967,044 29% 2020-06-30
WELLS FARGO & CO/MN 2,669,516 3,824,040 30% 2020-06-30
TEXAS TREASURY SAFEKEEPING TRUST CO 2,035,908 223,888 809% 2020-06-30
CITADEL ADVISORS LLC (Kenneth C. Griffin) 1,626,408 0 New Buy 2020-06-30
Betterment LLC 1,610,233 2,055,300 22% 2020-06-30
SHUFRO ROSE & CO LLC 1,245,054 0 New Buy 2020-06-30
ROYAL BANK OF CANADA 1,150,296 0 New Buy 2020-06-30
BSC PRIVATE WEALTH MANAGEMENT, LLC 878,667 810,536 8% 2020-06-30
Raymond James Financial Services Advisors, Inc. 794,685 345,872 130% 2020-06-30
Janney Montgomery Scott LLC 684,926 1,135,068 40% 2020-06-30
DONALDSON CAPITAL MANAGEMENT, LLC 662,941 805,048 18% 2020-06-30
SMITHFIELD TRUST CO 630,814 1,268,132 50% 2020-06-30
PARK AVENUE SECURITIES LLC 617,989 1,315,685 53% 2020-06-30
Kore Private Wealth LLC 581,871 0 New Buy 2020-06-30
ADVANTUS CAPITAL MANAGEMENT INC 508,370 635,170 20% 2020-06-30
J P MORGAN CHASE & CO 450,003 419,481 7% 2020-06-30
Equitable Holdings, Inc. 379,250 0 New Buy 2020-06-30
SEI INVESTMENTS CO 372,752 365,934 2% 2020-06-30
Klingman & Associates, LLC 310,224 317,043 2% 2020-06-30
STALEY CAPITAL ADVISERS INC 307,700 304,300 1% 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 291,864 323,620 10% 2020-06-30
THRIVENT FINANCIAL FOR LUTHERANS 80,522 110,622 27% 2020-06-30
Matthew Goff Investment Advisor, LLC 273,766 278,363 2% 2020-06-30
RAYMOND JAMES & ASSOCIATES 266,676 334,359 20% 2020-06-30
Steel Peak Wealth Management LLC 264,314 194,347 36% 2020-06-30
Mountain Capital Investment Advisors, Inc 264,133 248,324 6% 2020-06-30
W. E. Donoghue & Co., LLC 261,850 566,965 54% 2020-06-30
MA Private Wealth 247,638 252,396 2% 2020-06-30
SAND HILL ADVISORS INC/CA 242,562 201,236 21% 2020-06-30
Brookstone Capital Management 236,286 244,283 3% 2020-06-30
WEALTHSOURCE PARTNERS, LLC 231,881 405,197 43% 2020-06-30
Bramshill Investments, LLC 229,658 0 New Buy 2020-06-30
BANK OF MONTREAL /CAN/ 224,141 331,040 32% 2020-06-30
W.G. Shaheen & Associates DBA Whitney & Co 217,841 330,065 34% 2020-06-30
Orion Portfolio Solutions, LLC 212,277 0 New Buy 2020-06-30
Buckingham Capital Management, Inc. 207,877 293,355 29% 2020-06-30
Financial Network 203,498 221,504 8% 2020-06-30
Columbia Trust Co 01012016 202,210 173,445 17% 2020-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 198,906 0 New Buy 2020-06-30
Stewardship Financial Advisors, LLC 198,161 179,750 10% 2020-06-30
Roble, Belko & Company, Inc 195,624 190,863 2% 2020-06-30
Goss Wealth Management LLC 184,372 232,717 21% 2020-06-30
HighTower Advisors, LLC 172,326 260,300 34% 2020-06-30
ATRIA INVESTMENTS LLC 168,513 0 New Buy 2020-06-30
STIFEL FINANCIAL CORP 7,461 0 New Buy 2020-06-30
KWMG, LLC 154,923 147,360 5% 2020-06-30
Copperleaf Capital, LLC 153,520 146,270 5% 2020-06-30
BB&T CORP 152,404 0 New Buy 2020-06-30
SMITH CAPITAL MANAGEMENT INC /AR/ADV 148,660 163,570 9% 2020-06-30
FINANCIAL LIFE ADVISORS 142,467 132,410 8% 2020-06-30
Vista Private Wealth Partners. LLC 139,867 144,551 3% 2020-06-30
PINNACLE ASSOCIATES LTD 137,384 128,146 7% 2020-06-30
Requisite Capital Management, LLC 131,490 466,181 72% 2020-06-30
UBP Investment Advisors SA 122,687 118,378 4% 2020-06-30
Trinity Wealth Management, LLC 120,067 105,870 13% 2020-06-30
SPINNAKER TRUST 117,523 126,919 7% 2020-06-30
Windsor Group LTD 116,541 120,325 3% 2020-06-30
Sage Advisory Services, Ltd.Co. 113,602 87,528 30% 2020-06-30
PFG Advisors 108,658 110,305 1% 2020-06-30
MERCER GLOBAL ADVISORS INC /ADV 107,823 190,262 43% 2020-06-30
Global Financial Private Capital, LLC 106,797 685,768 84% 2020-06-30
Bank of New York Mellon CORP 106,710 253,448 58% 2020-06-30
AdvisorNet Financial, Inc 100,832 115,507 13% 2020-06-30
CNA FINANCIAL CORP 100,000 100,000 No Change 2020-06-30
AE Wealth Management LLC 99,906 541,905 82% 2020-06-30
BEACON FINANCIAL GROUP 97,457 120,906 19% 2020-06-30
PROEQUITIES, INC. 96,739 257,208 62% 2020-06-30
55I, LLC 93,250 48,168 94% 2020-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 92,873 87,317 6% 2020-06-30
HAVERFORD TRUST CO 92,800 7,547 1,130% 2020-06-30
Covington Capital Management 90,675 103,575 12% 2020-06-30
ETRADE Capital Management LLC 87,378 500,622 83% 2020-06-30
Outlook Wealth Advisors, LLC 85,356 159,266 46% 2020-06-30
Mattern Wealth Management LLC 84,725 17,585 382% 2020-06-30
Private Advisor Group, LLC 84,059 90,673 7% 2020-06-30
Burns Wealth Management, Inc. 82,800 0 New Buy 2020-06-30
MILLENNIUM MANAGEMENT LLC 80,957 0 New Buy 2020-06-30
CAPTRUST FINANCIAL ADVISORS 80,100 64,626 24% 2020-06-30
Montecito Bank & Trust 79,458 121,126 34% 2020-06-30
First Allied Advisory Services, Inc. 79,392 102,899 23% 2020-06-30
RFG Advisory Group, LLC 78,294 60,612 29% 2020-06-30
OPPENHEIMER & CO INC 76,566 69,703 10% 2020-06-30
CLIENT 1ST ADVISORY GROUP, LLC 75,929 110,287 31% 2020-06-30
Sawtooth Asset Management, Inc. 75,086 0 New Buy 2020-06-30
Sage Capital Advisors,llc 73,925 74,231 0% 2020-06-30
COLONY GROUP LLC 73,164 73,164 No Change 2020-06-30
Ifrah Financial Services, Inc. 69,335 69,189 0% 2020-06-30
Susquehanna International Group, LLP 69,074 0 New Buy 2020-06-30
HANCOCK HOLDING CO 67,305 84,790 21% 2020-06-30
PAX Financial Group, LLC 66,556 135,332 51% 2020-06-30
Horst & Graben Wealth Management LLC 64,470 0 New Buy 2020-06-30
Rosenberg Matthew Hamilton 62,040 600 10,240% 2020-06-30
Investors Financial Group, LLC 61,090 61,088 0% 2020-06-30
TCG Advisors, LP 59,102 101,580 42% 2020-06-30
Tri-Star Advisors Inc. 58,161 0 New Buy 2020-06-30
Sigma Planning Corp 58,038 58,404 1% 2020-06-30
CWM, LLC 57,125 993,565 94% 2020-06-30
Bernardo Wealth Planning LLC 57,086 41,936 36% 2020-06-30
FLC Capital Advisors 56,586 10,444 442% 2020-06-30
GeoWealth Management, LLC 55,388 0 New Buy 2020-06-30
Advisors Preferred, LLC 54,670 40,890 34% 2020-06-30
Integrated Wealth Concepts LLC 54,324 34,575 57% 2020-06-30
Blue Sky Asset Management, LLC 52,594 63,739 17% 2020-06-30
Multi-Financial Securities Corp 52,486 61,161 14% 2020-06-30
Stratos Wealth Partners, LTD. 51,659 47,518 9% 2020-06-30
Feltz Wealth PLAN Inc. 51,589 0 New Buy 2020-06-30
Baird Financial Group, Inc. 49,737 29,420 69% 2020-06-30
Cypress Wealth Services, LLC 49,490 46,003 8% 2020-06-30
Focused Wealth Management, Inc 47,330 219,042 78% 2020-06-30
COMERICA SECURITIES,INC. 47,222 0 New Buy 2020-06-30
Astor Investment Management LLC 47,195 0 New Buy 2020-06-30
Pinnacle Wealth Management Advisory Group, LLC 46,619 44,694 4% 2020-06-30
Berson & Corrado Investment Advisors, LLC 46,601 53,970 14% 2020-06-30
Belpointe Asset Management LLC 45,999 0 New Buy 2020-06-30
Kovack Advisors, Inc. 45,875 44,617 3% 2020-06-30
Oakmont Partners LLC 43,778 43,771 0% 2020-06-30
CITIGROUP INC 43,575 18,035 142% 2020-06-30
Carlton Hofferkamp & Jenks Wealth Management, LLC 42,026 0 New Buy 2020-06-30
OLD MISSION CAPITAL LLC 41,448 14,014 196% 2020-06-30
Sowell Financial Services LLC 41,310 90,303 54% 2020-06-30
Smart Money Group LLC 41,281 4,634 791% 2020-06-30
BBK Capital Partners, LLC 40,338 35,946 12% 2020-06-30
WFA of San Diego, LLC 39,279 0 New Buy 2020-06-30
Gerber Kawasaki Wealth & Investment Management 39,184 30,635 28% 2020-06-30
TRUSTCORE FINANCIAL SERVICES, LLC 37,649 2,171 1,634% 2020-06-30
Financial Advocates Investment Management 37,551 41,708 10% 2020-06-30
Lido Advisors, LLC 35,770 34,146 5% 2020-06-30
National Asset Management, Inc. 35,610 65,854 46% 2020-06-30
G&S Capital LLC 35,417 0 New Buy 2020-06-30
JACOBSON & SCHMITT ADVISORS, LLC 35,083 15,300 129% 2020-06-30
Watchman Group, Inc. 34,919 40,099 13% 2020-06-30
Windsor Capital Management, LLC 34,834 35,926 3% 2020-06-30
Capital Investment Advisory Services, LLC 34,478 46,440 26% 2020-06-30
GOLDMAN SACHS GROUP INC 32,757 0 New Buy 2020-06-30
YorkBridge Wealth Partners, LLC 32,407 32,514 0% 2020-06-30
LifePlan Financial Group, Inc 32,102 43,018 25% 2020-06-30
SeaBridge Investment Advisors LLC 31,480 30,350 4% 2020-06-30
Kingsview Wealth Management, LLC 31,423 30,395 3% 2020-06-30
Strategic Investment Advisors / MI 31,404 96,287 67% 2020-06-30
MATHER GROUP, INC. 31,197 64,282 51% 2020-06-30
FIRST TRUST ADVISORS LP 30,432 119,530 75% 2020-06-30
Concorde Asset Management, LLC 0 63,663 Sold Out 2020-06-30
Day & Ennis, LLC 29,975 40,409 26% 2020-06-30
HOWARD WEALTH MANAGEMENT, LLC 27,880 23,150 20% 2020-06-30
Mutual Advisors, LLC 27,776 0 New Buy 2020-06-30
Venturi Wealth Management, LLC 27,248 0 New Buy 2020-06-30
Sharkey, Howes & Javer 27,019 45,010 40% 2020-06-30
Gs Investments, Inc. 27,000 27,700 3% 2020-06-30
Robertson Stephens Wealth Management, LLC 26,374 13,721 92% 2020-06-30
Personal Wealth Partners 26,202 25,793 2% 2020-06-30
REGIONS FINANCIAL CORP 25,000 25,000 No Change 2020-06-30
Gladstone Institutional Advisory LLC 24,555 0 New Buy 2020-06-30
Sugarloaf Wealth Management, LLC 24,519 19,819 24% 2020-06-30
Dynamic Advisors Solutions LLC 24,324 23,038 6% 2020-06-30
CLS INVESTMENT FIRM, LLC 23,861 35,807 33% 2020-06-30
Fortis Advisors, LLC 23,846 23,539 1% 2020-06-30
PFG Financial Advisors 23,395 23,049 2% 2020-06-30
LVZ Advisors, Inc. 23,333 24,224 4% 2020-06-30
V Wealth Management,LLC 23,295 18,761 24% 2020-06-30
FLOW TRADERS U.S. LLC 22,763 0 New Buy 2020-06-30
Elevated Capital Advisors, LLC 22,254 21,748 2% 2020-06-30
BCJ Capital Management, LLC 22,214 0 New Buy 2020-06-30
Unio Capital LLC 22,100 52,126 58% 2020-06-30
Weaver Consulting Group 21,787 22,911 5% 2020-06-30
Firestone Capital Management 21,597 21,597 No Change 2020-06-30
MAKENA CAPITAL MANAGEMENT LLC 21,390 19,375 10% 2020-06-30
VisionPoint Advisory Group, LLC 20,717 0 New Buy 2020-06-30
FURE FINANCIAL CORP 20,641 151,351 86% 2020-06-30
Bay Harbor Wealth Management, LLC 20,572 47,130 56% 2020-06-30
LIBERTY WEALTH MANAGEMENT LLC 20,559 32,641 37% 2020-06-30
NEXT Financial Group, Inc 0 21,958 Sold Out 2020-06-30
NWAM LLC 19,860 0 New Buy 2020-06-30
New England Investment & Retirement Group, Inc. 19,619 12,925 52% 2020-06-30
Cetera Investment Advisers 19,154 17,399 10% 2020-06-30
Pensionmark Financial Group, LLC 19,038 8,690 119% 2020-06-30
FOSTER & MOTLEY INC 18,942 19,381 2% 2020-06-30
Archford Capital Strategies, LLC 18,303 5,695 221% 2020-06-30
CFO4Life Group, LLC 18,007 8,038 124% 2020-06-30
Patriot Financial Group Insurance Agency, LLC 17,935 31,342 43% 2020-06-30
Ancora Advisors, LLC 17,620 4,500 292% 2020-06-30
FDx Advisors, Inc. 17,509 0 New Buy 2020-06-30
Emerald Investment Partners, LLC 17,250 25,735 33% 2020-06-30
Wealth Quarterback LLC 16,552 36,485 55% 2020-06-30
Mariner Wealth Advisors, LLC 16,202 16,306 1% 2020-06-30
IHT Wealth Management, LLC 16,159 19,841 19% 2020-06-30
MOSELEY INVESTMENT MANAGEMENT INC 15,907 41,958 62% 2020-06-30
Ullmann Financial Group, Inc. 15,872 39,495 60% 2020-06-30
J.W. COLE ADVISORS, INC. 15,843 0 New Buy 2020-06-30
Tranquility Partners, LLC 15,815 0 New Buy 2020-06-30
GUGGENHEIM CAPITAL LLC 15,388 7,735 99% 2020-06-30
Aveo Capital Partners, LLC 15,170 16,236 7% 2020-06-30
Visionary Wealth Advisors 14,956 0 New Buy 2020-06-30
Cooper Financial Group 14,681 162,553 91% 2020-06-30
Arkfeld Wealth Strategies, L.L.C. 14,451 15,651 8% 2020-06-30
Providence First Trust Co 13,229 13,177 0% 2020-06-30
H D Vest Advisory Services 13,115 13,318 2% 2020-06-30
Koshinski Asset Management, Inc. 13,015 13,177 1% 2020-06-30
9258 Wealth Management, LLC 12,890 12,686 2% 2020-06-30
Actinver Wealth Management, Inc. 12,841 13,266 3% 2020-06-30
FIRST NATIONAL TRUST CO 12,722 12,722 No Change 2020-06-30
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12,665 145,239 91% 2020-06-30
TRUE Private Wealth Advisors 12,503 26,738 53% 2020-06-30
Vishria Bird Financial Group, LLC 12,188 11,665 4% 2020-06-30
Streettalk Advisors, LLC 12,086 24,304 50% 2020-06-30
Leonard Rickey Investment Advisors P.L.L.C. 12,060 12,000 1% 2020-06-30
Capital Advisors, Ltd. LLC 11,979 11,974 0% 2020-06-30
Toroso Investments, LLC 11,854 10,731 10% 2020-06-30
Icon Wealth Partners, LLC 11,765 21,895 46% 2020-06-30
Insight Wealth Strategies, LLC 11,638 13,475 14% 2020-06-30
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 11,446 0 New Buy 2020-06-30
MERIDIAN MANAGEMENT CO 11,310 12,060 6% 2020-06-30
Cornerstone Wealth Management, LLC 11,213 0 New Buy 2020-06-30
IEQ CAPITAL, LLC 11,199 11,178 0% 2020-06-30
Patten Group, Inc. 10,608 13,402 21% 2020-06-30
Edge Wealth Management LLC 10,563 10,643 1% 2020-06-30
KEYBANK NATIONAL ASSOCIATION/OH 10,485 10,335 1% 2020-06-30
Advisory Services Network, LLC 10,165 0 New Buy 2020-06-30
STRATEGY ASSET MANAGERS LLC 10,152 10,259 1% 2020-06-30
Global Retirement Partners, LLC 10,056 13,740 27% 2020-06-30
SOL Capital Management CO 10,010 10,430 4% 2020-06-30
Patriot Investment Management Inc. 9,960 10,277 3% 2020-06-30
WAYNE HUMMER INVESTMENTS L.L.C. 9,935 11,886 16% 2020-06-30
TOWNSQUARE CAPITAL LLC 9,849 9,849 No Change 2020-06-30
John W. Brooker & Co., CPAs 9,732 20,668 53% 2020-06-30
Private Capital Group, LLC 9,701 16,410 41% 2020-06-30
Successful Portfolios LLC 9,536 10,000 5% 2020-06-30
IFP Advisors, Inc 9,203 17,627 48% 2020-06-30
Laffer Investments 9,195 0 New Buy 2020-06-30
ACCESS FINANCIAL SERVICES, INC. 8,917 8,835 1% 2020-06-30
NAPLES GLOBAL ADVISORS, LLC 8,893 5,508 61% 2020-06-30
Teamwork Financial Advisors, LLC 8,787 0 New Buy 2020-06-30
Affiance Financial, LLC 8,695 9,393 7% 2020-06-30
Somerset Group LLC 8,480 5,130 65% 2020-06-30
Magnus Financial Group LLC 8,100 8,100 No Change 2020-06-30
M&T BANK CORP 8,050 26,242 69% 2020-06-30
WealthStone, Inc. 8,007 0 New Buy 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 7,920 6,175 28% 2020-06-30
Flaharty Asset Management, LLC 7,790 0 New Buy 2020-06-30
ROPES WEALTH ADVISORS LLC 7,600 0 New Buy 2020-06-30
Main Management LLC 7,595 509,964 99% 2020-06-30
Chicago Partners Investment Group LLC 7,581 7,550 0% 2020-06-30
TWO SIGMA SECURITIES, LLC 7,416 0 New Buy 2020-06-30
DAVENPORT & CO LLC 7,176 5,049 42% 2020-06-30
Madrona Financial Services, LLC 7,150 7,785 8% 2020-06-30
Western Wealth Management, LLC 7,118 6,882 3% 2020-06-30
Atlas Private Wealth Advisors 7,115 0 New Buy 2020-06-30
Wealth Alliance 7,108 7,108 No Change 2020-06-30
Nikulski Financial, Inc. 7,070 7,620 7% 2020-06-30
CIBC World Markets Inc. 6,989 0 New Buy 2020-06-30
USCA RIA LLC 6,912 6 115,100% 2020-06-30
SigFig Wealth Management, LLC 6,729 4,937 36% 2020-06-30
CAPITAL ONE FINANCIAL CORP 6,720 14,507 54% 2020-06-30
Summit X, LLC 6,662 15,387 57% 2020-06-30
WEDBUSH MORGAN SECURITIES INC 6,596 7,724 15% 2020-06-30
Pflug Koory, LLC 6,545 6,545 No Change 2020-06-30
Good Life Advisors, LLC 6,534 8,820 26% 2020-06-30
SeaCrest Wealth Management, LLC 6,385 6,385 No Change 2020-06-30
COURIER CAPITAL CORP 6,354 6,354 No Change 2020-06-30
United Asset Strategies, Inc. 6,345 8,602 26% 2020-06-30
Patton Albertson & Miller, LLC 6,250 13,550 54% 2020-06-30
One Capital Management, LLC 6,112 8,007 24% 2020-06-30
Capital Advantage, Inc. 5,963 5,963 No Change 2020-06-30
Foundations Investment Advisors, LLC 5,746 0 New Buy 2020-06-30
RAYMOND JAMES TRUST CO 5,709 5,709 No Change 2020-06-30
Acorn Wealth Advisors, LLC 5,578 5,550 1% 2020-06-30
High Falls Advisors, Inc 5,563 0 New Buy 2020-06-30
WETHERBY ASSET MANAGEMENT INC 5,484 5,484 No Change 2020-06-30
SCOTIA CAPITAL INC. 5,430 5,430 No Change 2020-06-30
Aptus Capital Advisors, LLC 5,347 9,249 42% 2020-06-30
Aspen Investment Management Inc 5,300 0 New Buy 2020-06-30
WHITE PINE CAPITAL LLC 5,185 0 New Buy 2020-06-30
Kerntke Otto McGlone Wealth Management Group 5,158 5,153 0% 2020-06-30
FIRST WILSHIRE SECURITIES MANAGEMENT INC 5,150 4,150 24% 2020-06-30
StrongBox Wealth, LLC 5,004 22,567 78% 2020-06-30
Regal Investment Advisors, LLC 4,998 0 New Buy 2020-06-30
Cascadia Advisory Services, LLC 4,954 0 New Buy 2020-06-30
Veracity Capital LLC 4,920 17,740 72% 2020-06-30
Strategic Blueprint, LLC 4,865 0 New Buy 2020-06-30
Prospera Financial Services 4,762 0 New Buy 2020-06-30
BLAIR WILLIAM & CO/IL 4,525 2,245 102% 2020-06-30
Howard Capital Management Inc. 4,483 0 New Buy 2020-06-30
Creative Planning 4,469 0 New Buy 2020-06-30
Shepherd Financial Partners LLC 4,411 5,188 15% 2020-06-30
IFG Advisory, LLC 4,395 0 New Buy 2020-06-30
Homrich & Berg 4,023 0 New Buy 2020-06-30
Elmwood Wealth Management, Inc. 4,000 0 New Buy 2020-06-30
US BANCORP DE 3,917 3,917 No Change 2020-06-30
Eudaimonia Partners, LLC 3,816 24,455 84% 2020-06-30
Rockbridge Investment Management, LCC 3,112 0 New Buy 2020-06-30
Aspire Private Capital, LLC 3,023 42,211 93% 2020-06-30
Rockefeller Capital Management L.P. 2,509 0 New Buy 2020-06-30
CLEAR INVESTMENT RESEARCH, LLC 2,006 2,468 19% 2020-06-30
Parallel Advisors, LLC 1,967 1,967 No Change 2020-06-30
Valeo Financial Advisors, LLC 1,738 1,858 6% 2020-06-30
TRUEWEALTH LLC 1,565 1,565 No Change 2020-06-30
FIFTH THIRD BANCORP 1,150 1,150 No Change 2020-06-30
tru Independence LLC 1,076 0 New Buy 2020-06-30
UNIONBANCAL CORP 1,050 0 New Buy 2020-06-30
Lenox Wealth Management, Inc. 1,015 2,770 63% 2020-06-30
Semmax Financial Advisors Inc. 923 923 No Change 2020-06-30
TSFG, LLC 717 741 3% 2020-06-30
TORONTO DOMINION BANK 432 0 New Buy 2020-06-30
Jacobi Capital Management LLC 286 0 New Buy 2020-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 269 143 88% 2020-06-30
Pinnacle Bank 265 265 No Change 2020-06-30
Vectors Research Management, LLC 247 0 New Buy 2020-06-30
Sandy Spring Bank 236 236 No Change 2020-06-30
SALEM INVESTMENT COUNSELORS INC 166 0 New Buy 2020-06-30
FIRST MANHATTAN CO 121 121 No Change 2020-06-30
HUNTINGTON NATIONAL BANK 104 0 New Buy 2020-06-30
Farmers & Merchants Trust Co of Chambersburg PA 100 100 No Change 2020-06-30
Capital Analysts, Inc. 99 98 1% 2020-06-30
Selective Wealth Management 91 0 New Buy 2020-06-30
Investors Research Corp 88 88 No Change 2020-06-30
VALLEY NATIONAL ADVISERS INC 87 87 No Change 2020-06-30
First Bank & Trust 86 86 No Change 2020-06-30
MASSMUTUAL TRUST CO FSB/ADV 71 964 93% 2020-06-30
Winch Advisory Services, LLC 65 65 No Change 2020-06-30
Apollon Wealth Management, LLC 62 0 New Buy 2020-06-30
Arkadios Wealth Advisors 62 143 57% 2020-06-30
Sound Income Strategies, LLC 58 57 2% 2020-06-30
JNBA Financial Advisors 42 42 No Change 2020-06-30
Carmichael Hill & Associates, Inc. 40 40 No Change 2020-06-30
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 39 76 49% 2020-06-30
Lloyd Advisory Services, LLC. 24 12,863 100% 2020-06-30
Carroll Financial Associates, Inc. 17 38 55% 2020-06-30
Baystate Wealth Management LLC 16 0 New Buy 2020-06-30
AllSquare Wealth Management LLC 13 13 No Change 2020-06-30
Larson Financial Group LLC 7 7 No Change 2020-06-30
TRUST CO OF VERMONT 0 792 Sold Out 2020-06-30
SYNOVUS FINANCIAL CORP 0 97 Sold Out 2020-06-30
GREENWOOD CAPITAL ASSOCIATES LLC 0 96,900 Sold Out 2020-06-30
RNC CAPITAL MANAGEMENT LLC 0 4,987 Sold Out 2020-06-30
PRINCIPAL FINANCIAL GROUP INC 0 5,716 Sold Out 2020-06-30
Jaffetilchin Investment Partners, LLC 0 20,105 Sold Out 2020-06-30
Baker Avenue Asset Management, LP 0 24,285 Sold Out 2020-06-30
Hanlon Investment Management, Inc. 0 6,958 Sold Out 2020-06-30
EP Wealth Advisors, Inc. 0 10,380 Sold Out 2020-06-30
Advocacy Wealth Management Services, LLC 0 20,769 Sold Out 2020-06-30
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0 2,170,941 Sold Out 2020-06-30
Spectrum Management Group, Inc. 0 6,583 Sold Out 2020-06-30
Blume Capital Management, Inc. 0 102 Sold Out 2020-06-30
Burt Wealth Advisors 0 1,600 Sold Out 2020-06-30
Evanson Asset Management, LLC 0 60,000 Sold Out 2020-06-30
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 0 4,994 Sold Out 2020-06-30
Ausdal Financial Partners, Inc. 0 4,437 Sold Out 2020-06-30
Asset Dedication, LLC 0 65 Sold Out 2020-06-30
Jackson, Grant Investment Advisers, Inc. 0 6,946 Sold Out 2020-06-30
Harwood Advisory Group, LLC 0 35 Sold Out 2020-06-30
Wealthcare Advisory Partners LLC 0 120 Sold Out 2020-06-30
LEVEL FOUR ADVISORY SERVICES, LLC 0 11,533 Sold Out 2020-06-30
WSFS CAPITAL MANAGEMENT, LLC 0 5,725 Sold Out 2020-06-30
Manning & Napier Group, LLC 0 6,135 Sold Out 2020-06-30
Northwest Capital Management Inc 0 4,934 Sold Out 2020-06-30
Keystone Financial Group 0 81,998 Sold Out 2020-06-30
CENTAURUS FINANCIAL, INC. 0 4,009 Sold Out 2020-06-30
Athanor Capital, LP 0 230,213 Sold Out 2020-06-30
Certified Advisory Corp 0 22,624 Sold Out 2020-06-30
OmniStar Financial Group, Inc. 0 6,573 Sold Out 2020-06-30
Mount Yale Investment Advisors, LLC 0 5,771 Sold Out 2020-06-30
Change Path, LLC 0 6,006 Sold Out 2020-06-30
Ellevest, Inc. 0 110 Sold Out 2020-06-30
Paradigm Financial Partners, LLC 0 4,266 Sold Out 2020-06-30
CMC Financial Group 0 7,398 Sold Out 2020-06-30
SlateStone Wealth, LLC 0 12,337 Sold Out 2020-06-30
Salomon & Ludwin, LLC 0 300 Sold Out 2020-06-30
AMERITAS INVESTMENT CORP 0 1,002 Sold Out 2020-06-30
Beacon Financial Advisory LLC 0 4,971 Sold Out 2020-06-30
MBE Wealth Management, LLC 0 370 Sold Out 2020-06-30
ROWLAND CARMICHAEL ADVISORS INC /ADV 0 45,018 Sold Out 2020-06-30
VIVID FINANCIAL MANAGEMENT, INC. 0 56,791 Sold Out 2020-06-30
Austin Private Wealth, LLC 0 16,003 Sold Out 2020-06-30
Lion Street Advisors, LLC 0 396 Sold Out 2020-06-30
EPG Wealth Management LLC 0 63 Sold Out 2020-06-30
MML INVESTORS SERVICES, LLC 1,025,561 1,043,673 2% 2020-03-31
Great Lakes Retirement, Inc. 235,690 70,921 232% 2020-03-31
Willingdon Wealth Management 88,340 45,457 94% 2020-03-31
UMA Financial Services, Inc. 74,245 53,605 39% 2020-03-31
Financial Gravity Wealth, Inc. 56,951 57,833 2% 2020-03-31
Steward Partners Investment Advisory, LLC 53,511 64,764 17% 2020-03-31
Strategic Wealth Advisors Group,Inc. 52,470 39,926 31% 2020-03-31
SALIENT TRUST CO LTA 21,051 21,051 No Change 2020-03-31
JNB Advisors LLC 20,284 0 New Buy 2020-03-31
Resources Investment Advisors, Inc. 13,373 38,015 65% 2020-03-31
DEUTSCHE BANK AG 7,381 2,798 164% 2020-03-31
RDA Financial Network 6,850 5,990 14% 2020-03-31
Gierl Augustine Investment Management Inc 5,414 1,842 194% 2020-03-31
PRIVATE TRUST CO NA 5,234 4,908 7% 2020-03-31
Golden State Wealth Management, LLC 5,004 0 New Buy 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 1,140 161 608% 2020-03-31
RPg Family Wealth Advisory, LLC 1,145 0 New Buy 2020-03-31
VERUS CAPITAL PARTNERS, LLC 18 23 22% 2020-03-31
INTL FCSTONE INC. 0 4,789 Sold Out 2020-03-31
TOBIAS FINANCIAL ADVISORS, INC. 0 409 Sold Out 2020-03-31
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