IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF - Net Long/Short Value

iShares Trust - iShares S&P Small-Cap 600 Value ETF
US ˙ ARCA ˙ US4642878791

IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF - Net Long/Short Value
This page provides the net long/short valuations for each institutional holding reported via 13F or NPORT filings. To calculate the net long/short value, we add the equity value to the call option value and subtract the put option value. Funds that report short-borrowed positions will report equity values as negatives. Net long positions will have positive numbers in the net long/short column, and net short positions will have negative values in that column.
Owner Equity Value
($1000)
Call Value
($1000)
Put Value
($1000)
Net Long/Short
($1000)
Financial Alternatives, Inc
Ballast Advisors Llc
Umpqua Bank
Breakwater Capital Group
Gts Securities Llc
Trust Co Of Vermont
Becker Capital Management Inc
Chicago Partners Investment Group LLC
Kings Path Partners LLC
Colonial Trust Co / SC
Evermay Wealth Management Llc
Strive Asset Management, LLC
Sittner & Nelson, Llc
Perigon Wealth Management, LLC
Mv Capital Management, Inc.
Leo Wealth, LLC
Integrated Wealth Concepts LLC
Spire Wealth Management
IAG Wealth Partners, LLC
Sequent Asset Management, LLC
Captrust Financial Advisors
First PREMIER Bank
Argent Trust Co
SRS Capital Advisors, Inc.
Level Four Advisory Services, Llc
Cape Investment Advisory, Inc.
Marco Investment Management Llc
High Net Worth Advisory Group LLC
IHT Wealth Management, LLC
Fifth Third Securities, Inc.
First Trust Advisors Lp
Facet Wealth, Inc.
Mission Wealth Management, Lp
FSC Wealth Advisors, LLC
Valley National Advisers Inc
EPG Wealth Management LLC
Thrivent Financial For Lutherans
Financial Advisory Corp
Bell Investment Advisors, Inc
Busey Wealth Management
TruNorth Capital Management, LLC
Brown Advisory Inc
Patton Albertson Miller Group, Llc
Signaturefd, Llc
Christensen, King & Associates Investment Services, Inc.
Hubbell Strickland Wealth Management, LLC
Center for Financial Planning, Inc.
Cullen/frost Bankers, Inc.
EverSource Wealth Advisors, LLC
Occidental Asset Management, LLC
Beacon Capital Management, LLC
American National Bank
Forum Financial Management, LP
Us Bancorp \de\
Harbour Investments, Inc.
Greenup Street Wealth Management Llc
SJS Investment Consulting Inc.
Northern Oak Wealth Management Inc
Stephens Consulting, LLC
Hantz Financial Services, Inc.
Crowley Wealth Management, Inc.
Cottage Street Advisors LLC
Mill Creek Capital Advisors, LLC
Thompson Siegel & Walmsley Llc
CarsonAllaria Wealth Management, Ltd.
Awm Capital, Llc
ERTS Wealth Advisors, LLC
Birch Hill Investment Advisors LLC
Schoolcraft Capital LLC
Crescent Grove Advisors, LLC
Kohmann Bosshard Financial Services, LLC
American Investment Services, Inc.
Ellis Investment Partners, LLC
Boston Family Office Llc
BlackRock, Inc.
Founders Grove Wealth Partners, Llc
Smith, Salley & Associates
AllSquare Wealth Management LLC
Salus Financial Advisors, LLC
Fortis Group Advisors, LLC
Versant Capital Management, Inc
Ronald Blue Trust, Inc.
Patriot Financial Group Insurance Agency, LLC
Oppenheimer & Co Inc
First Command Advisory Services, Inc.
Nvwm, Llc
Northern Trust Corp
Cyndeo Wealth Partners, LLC
Willow Creek Wealth Management Inc.
Stokes Family Office, LLC
Chevy Chase Trust Holdings, Inc.
Cubist Systematic Strategies, LLC
Exencial Wealth Advisors, Llc
Home Federal Bank Of Tennessee
Element Wealth, LLC
Cim, Llc
Tortoise Investment Management, LLC
Integrated Investment Consultants, LLC
Quantinno Capital Management LP
Prostatis Group LLC
Plante Moran Financial Advisors, LLC
Panoramic Investment Advisors, Llc
Colonial Trust Advisors
Heritage Investors Management Corp
Qube Research & Technologies Ltd
Probity Advisors, Inc.
Ethos Financial Group, LLC
Grove Bank & Trust
Dorsey & Whitney Trust CO LLC
Armstrong Advisory Group, Inc
Dana Investment Advisors, Inc.
Montag A & Associates Inc
Indiana Trust & Investment Management CO
Moisand Fitzgerald Tamayo, LLC
Creative Planning
Rice Partnership, LLC
Corepath Wealth Partners Llc
Pathstone Holdings, LLC
Allspring Global Investments Holdings, LLC
Pandora Wealth, Inc.
One Day In July LLC
Brighton Jones Llc
Sand Hill Global Advisors, LLC
Steward Partners Investment Advisory, Llc
Farmers & Merchants Trust Co of Chambersburg PA
Natixis Advisors, L.p.
Signature Estate & Investment Advisors Llc
Sowell Financial Services LLC
Glenmede Trust Co Na
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
Wealth Enhancement Advisory Services, Llc
Barclays Plc
Citadel Advisors Llc
Kmg Fiduciary Partners, Llc
Carlton Hofferkamp & Jenks Wealth Management, LLC
Lane & Associates LLC
Janney Montgomery Scott LLC
Two Sigma Securities, Llc
Key FInancial Inc
Bailard, Inc.
Transcend Wealth Collective, Llc
CGC Financial Services, LLC
First Hawaiian Bank
Forum Private Client Group LLC
Orion Capital Management LLC
Pacifica Partners Inc.
Ehrlich Financial Group
CoreCap Advisors, LLC
Mainsail Financial Group, LLC
StoneX Group Inc.
Glenmede Investment Management, LP
Matrix Private Capital Group Llc
Atria Wealth Solutions, Inc.
Iron Horse Wealth Management, LLC
City Holding Co
Colony Group, LLC
Rodgers & Associates, LTD
Graney & King, LLC
SJA Financial Advisory, LLC
AdvisorNet Financial, Inc
Cambridge Capital Management, Llc
Laurel Wealth Advisors LLC
Stifel Financial Corp
Heritage Wealth Advisors
GPS Wealth Strategies Group, LLC
Curated Wealth Partners LLC
Great Valley Advisor Group, Inc.
Heartwood Wealth Advisors LLC
Cary Street Partners Financial Llc
Claro Advisors LLC
LifeSteps Financial, Inc.
MGB Wealth Management, LLC
Wood Tarver Financial Group, LLC
JSF Financial, LLC
Philip James Wealth Mangement, LLC
First United Bank Trust/
Peapack Gladstone Financial Corp
Victory Financial Group, Llc
Family Firm, Inc.
Wealth Management Partners, LLC
TD Waterhouse Canada Inc.
Quadrant Capital Group Llc
Sterling Wealth Management, Inc.
First County Bank /CT/
Creative Financial Designs Inc /adv
Thompson Investment Management, Inc.
DT Investment Partners, LLC
Castlekeep Investment Advisors Llc
Financial Advisors Network, Inc.
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES
Compass Ion Advisors, LLC
Vista Capital Partners, Inc.
Fortress Financial Group, Llc
Crestwood Advisors Group LLC
New Republic Capital, LLC
O'shaughnessy Asset Management, Llc
Valley Forge Investment Consultants Inc Adv
NorthLanding Financial Partners, LLC
Td Private Client Wealth Llc
Buck Wealth Strategies, LLC
Guidance Point Advisors, LLC
RMG Wealth Management LLC
Orion Portfolio Solutions, LLC
Federation des caisses Desjardins du Quebec
Cambridge Investment Research Advisors, Inc.
J.w. Cole Advisors, Inc.
PKS Advisory Services, LLC
TAGStone Capital, Inc.
Main Street Financial Solutions, LLC
Index Fund Advisors, Inc.
Advisors Capital Management, LLC
Equitable Holdings, Inc.
Rockefeller Capital Management L.P.
Silverlake Wealth Management Llc
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
Smith Anglin Financial, LLC
Ifrah Financial Services, Inc.
Aft, Forsyth & Company, Inc.
Nwam Llc
One Wealth Advisors, LLC
ORG Partners LLC
Crewe Advisors LLC
Cozad Asset Management Inc
SYM FINANCIAL Corp
Equitable Trust Co
Pure Portfolios Holdings Llc
Hancock Whitney Corp
Uptown Financial Advisors LLC
Wealthspire Advisors, LLC
Assetmark, Inc
Foundation Wealth Management, LLC\PA
Insight Inv LLC
Principia Wealth Advisory, LLC
Smith Chas P & Associates Pa Cpas
Vise Technologies, Inc.
Alliancebernstein L.p.
Ameritas Advisory Services, LLC
RTD Financial Advisors, Inc.
Capital Investment Advisors, LLC
Midwest Trust Co
Astra Wealth Partners LLC
Bank of New York Mellon Corp
Smart Portfolios, LLC
SigFig Wealth Management, LLC
Jackson, Grant Investment Advisers, Inc.
Fortune Financial Advisors, LLC
Mather Group, Llc.
Hollencrest Capital Management
Wealth Dimensions Group, Ltd.
Gallagher Fiduciary Advisors, LLC
Allworth Financial LP
Shoker Investment Counsel, Inc.
Hemington Wealth Management
Cranbrook Wealth Management, LLC
Greenleaf Trust
Financial Strategies Group, Inc.
Mayport, Llc
King Wealth
Life Planning Partners, Inc
Sequent Planning LLC
Nations Financial Group Inc, /ia/ /adv
Almanack Investment Partners, LLC.
Running Point Capital Advisors, LLC
Parallel Advisors, LLC
Salem Investment Counselors Inc
Redwood Investment Management, Llc
Dynamic Financial Group
Pinnacle Associates Ltd
Jpmorgan Chase & Co
Morton Brown Family Wealth, LLC
Apella Capital, LLC
Kingswood Wealth Advisors, Llc
Warren Averett Asset Management, LLC
Sofos Investments, Inc.
Greenspring Advisors, LLC
Prime Capital Investment Advisors, LLC
Financial Perspectives, Inc
Atlantic Edge Private Wealth Management, LLC
Harbor Investment Advisory, Llc
Market Street Wealth Management Advisors Llc
Lido Advisors, LLC
Schneider Downs Wealth Management Advisors, LP
IFP Advisors, Inc
Baring Financial LLC
Wealth Quarterback LLC
Hardin Capital Partners, LLC
Bragg Financial Advisors, Inc
Intergy Private Wealth, LLC
Taylor Financial Group, Inc.
Atomi Financial Group, Inc.
Brown, Lisle/cummings, Inc.
Altiora Financial Group, LLC
Pacific Sun Financial Corp
Pinnacle Financial Partners Inc
NorthCrest Asset Manangement, LLC
Golden State Wealth Management, LLC
Hallmark Capital Management Inc
Noble Wealth Management PBC
Keybank National Association/oh
Kestra Private Wealth Services, Llc
Hughes Financial Services, LLC
Morgan Stanley
Signature Resources Capital Management, LLC
Bangor Savings Bank
Raymond James Financial Inc
Arkadios Wealth Advisors
Summit Global Investments
Koss-Olinger Consulting, LLC
Oxler Private Wealth LLC
Operose Advisors LLC
ORG Wealth Partners, LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Conning Inc.
Kovitz Investment Group Partners, LLC
Foundations Investment Advisors, LLC
Quadcap Wealth Management, LLC
Princeton Global Asset Management LLC
Hurley Capital, LLC
Citigroup Inc
Richwood Investment Advisors, LLC
Enclave Advisors LLC
Finley Financial, LLC
Bessemer Group Inc
PBMares Wealth Management LLC
Sprinkle Financial Consultants LLC
Quotient Wealth Partners, LLC
Avantax Advisory Services, Inc.
Mercer Global Advisors Inc /adv
Sigma Planning Corp
Missouri Trust & Investment Co
SkyOak Wealth, LLC
Ironwood Financial, llc
Smithfield Trust Co
DiNuzzo Private Wealth, Inc.
AlphaCore Capital LLC
Ulland Investment Advisors, LLC
Oak Harbor Wealth Partners, Llc
Associated Banc-corp
JMG Financial Group, Ltd.
IFG Advisors, LLC
Skopos Labs, Inc.
Park Place Capital Corp
Atlantic Union Bankshares Corp
Cornerstone Planning, LLC
Triangle Securities Wealth Management
Garde Capital, Inc.
Ballentine Partners, LLC
Bank Of Montreal /can/
Moloney Securities Asset Management, LLC
Squire Investment Management Company, LLC
Ritter Daniher Financial Advisory LLC / DE
BOK Financial Private Wealth, Inc.
Avion Wealth
Cardiff Park Advisors, Llc
HighMark Wealth Management LLC
Beaird Harris Wealth Management, LLC
Confluence Wealth Services, Inc.
Rehmann Capital Advisory Group
First Citizens Financial Corp
Royal Bank Of Canada
Dynamic Advisor Solutions LLC
MCF Advisors LLC
Total Wealth Planning, Llc
Hilltop National Bank
Envestnet Portfolio Solutions, Inc.
Cm Wealth Advisors Llc
Cetera Investment Advisers
VAUGHAN & Co SECURITIES, INC.
Whittier Trust Co
Stratos Wealth Partners, LTD.
Sandy Spring Bank
Maple Capital Management, Inc.
Pacific Center for Financial Services
Wedbush Securities Inc
Russell Investments Group, Ltd.
Dunhill Financial, LLC
Mariner, LLC
Financial Connections Group, Inc.
Sonata Capital Group Inc
Evoke Wealth, Llc
Financial Advisory Service, Inc.
Liberty Capital Management, Inc.
Retirement Planning Co of New England, Inc.
Creekmur Asset Management LLC
Moneta Group Investment Advisors Llc
Empowered Funds, LLC
Morris Financial Concepts, Inc.
Front Row Advisors LLC
Cypress Financial Planning Llc
West Paces Advisors Inc.
HighTower Advisors, LLC
Principal Securities, Inc.
Concord Wealth Partners
Capital Investment Counsel, Inc
Valpey Financial Services, LLC
King Luther Capital Management Corp
Jones Financial Companies Lllp
Accelerate Investment Advisors LLC
Fort Sheridan Advisors Llc
Foster Dykema Cabot & Partners, Llc
Pacific Financial Group Inc
Rise Advisors, LLC
St. Louis Trust Co
Silvercrest Asset Management Group Llc
Tidemark, LLC
Wedmont Private Capital
Salomon & Ludwin, LLC
Atticus Wealth Management, Llc
McGlone Suttner Wealth Management, Inc.
SCS Capital Management LLC
Hrt Financial Lp
Vermillion & White Wealth Management Group, LLC
Arcadia Investment Advisors Llc
Accretive Wealth Partners, LLC
United Capital Financial Advisers, Llc
Zrc Wealth Management, Llc
PrairieView Partners, LLC
Financial Advisory Corp /ut/ /adv
Pinnacle Bancorp, Inc.
LPL Financial LLC
Pnc Financial Services Group, Inc.
Sunbelt Securities, Inc.
Venture Visionary Partners LLC
Lansing Street Advisors
Abacus Planning Group, Inc.
Bokf, Na
Buckingham Strategic Partners
Diversified Trust Co
Sims Investment Management, Llc
Close Asset Management Ltd
Clayton Financial Group LLC
Westside Investment Management, Inc.
Meredith Wealth Planning
Simplex Trading, Llc
MSH Capital Advisors LLC
Valmark Advisers, Inc.
Savant Capital, LLC
Hm Payson & Co
MidAtlantic Capital Management, Inc.
Soltis Investment Advisors LLC
Weil Company, Inc.
Dumont & Blake Investment Advisors Llc
Pinnacle Wealth Management Advisory Group, LLC
Juncture Wealth Strategies, Llc
Per Stirling Capital Management, LLC.
Bank of New Hampshire
Oarsman Capital, Inc.
HB Wealth Management, LLC
Campion Asset Management LLC
Courier Capital Llc
Ashton Thomas Private Wealth, LLC
Clark Capital Management Group, Inc.
Asset Management Group, Inc.
CENTRAL TRUST Co
Jackson Hole Capital Partners, LLC
Lester Murray Antman dba SimplyRich
Monograph Wealth Advisors, Llc
Phillips Financial Management, Llc
Anchor Investment Management, LLC
Northeast Financial Consultants Inc
Agf Management Ltd
Thomasville National Bank
Resources Investment Advisors, LLC.
Nbt Bank N A /ny
Pensionmark Financial Group, Llc
Money Concepts Capital Corp
M&t Bank Corp
Pure Financial Advisors, Inc.
Alpine Bank Wealth Management
Fiduciary Advisors, Inc.
Evensky & Katz LLC
First Financial Bank - Trust Division
Whittier Trust Co Of Nevada Inc
Accredited Wealth Management, LLC
Millstone Evans Group, LLC
Cwm, Llc
Country Trust Bank
N.E.W. Advisory Services LLC
MAI Capital Management
Sage Mountain Advisors LLC
UMA Financial Services, Inc.
Bensler, LLC
UBS Group AG
Cordant, Inc.
Geneos Wealth Management Inc.
LRI Investments, LLC
Centerpoint Advisors, LLC
Tiemann Investment Advisors, Llc
Mosaic Family Wealth Partners, Llc
Team Financial Group, LLC
Capital A Wealth Management, LLC
Arlington Trust Co LLC
Sage Financial Group Inc
Goldman Sachs Group Inc
Peregrine Asset Advisers, Inc.
Wiley Bros.-aintree Capital, Llc
Everest Management Corp.
Independent Family Office, LLC
Ieq Capital, Llc
Tobias Financial Advisors, Inc.
Financial Advocates Investment Management
Howe & Rusling Inc
Tompkins Financial Corp
EP Wealth Advisors, Inc.
Johnson Investment Counsel Inc
Financial Partners Group, Inc
Glass Jacobson Investment Advisors llc
Axis Wealth Partners, LLC
Sax Wealth Advisors, Llc
One Capital Management, LLC
Tcfg Wealth Management, Llc
Abound Wealth Management
Horizon Investments, LLC
CX Institutional
Franklin Resources Inc
Montecito Bank & Trust
DAVENPORT & Co LLC
Fairman Group, LLC
Lutz Financial Services LLC
Gw Henssler & Associates Ltd
Trail Ridge Investment Advisors, LLC
MTM Investment Management, LLC
Blair William & Co/il
JNBA Financial Advisors
Robertson Stephens Wealth Management, LLC
Gen-Wealth Partners Inc
Caldwell Securities, Inc
Sapient Capital Llc
Ausdal Financial Partners, Inc.
Parkside Financial Bank & Trust
Wealth Preservation Advisors, LLC
Mandatum Life Insurance Co Ltd
3Chopt Investment Partners, LLC
Webster Bank, N. A.
Regions Financial Corp
GHP Investment Advisors, Inc.
Sterling Financial Planning, Inc.
Concurrent Investment Advisors, LLC
Ullmann Financial Group, Inc.
LTG Capital LLC
Evergreen Private Wealth LLC
Graves-Light Private Wealth Management, Inc.
Kestra Advisory Services, LLC
Avidian Wealth Solutions, LLC
McKinley Carter Wealth Services, Inc.
Stock Yards Bank & Trust Co
American Financial Advisors, LLC
Sepio Capital, LP
Ameritas Investment Partners, Inc.
Patriot Investment Management Inc.
Dentgroup LLC
Baird Financial Group, Inc.
Choate Investment Advisors
Stratos Wealth Advisors, LLC
Savvy Advisors, Inc.
Kayne Anderson Rudnick Investment Management Llc
Atwood & Palmer Inc
Pineridge Advisors LLC
Richardson Financial Services Inc.
Commonwealth Equity Services, Llc
Umb Bank N A/mo
Old Point Trust & Financial Services N A
Huntington National Bank
Stillwater Capital Advisors, LLC
Next Capital Management LLC
Keener Financial Planning LLC
Lowe Brockenbrough & Co Inc
Fmr Llc
Truist Financial Corp
Renasant Bank
Mascoma Wealth Management LLC
Ameriprise Financial Inc
Rialto Wealth Management, LLC
Country Club Bank /gfn
Palisades Hudson Asset Management, L.P.
Congress Wealth Management LLC / DE /
DiMeo Schneider & Associates, L.L.C.
Capital Investment Advisory Services, LLC
Daymark Wealth Partners, Llc
Farmers & Merchants Investments Inc
Lake Street Financial Llc
Citizens Financial Group Inc/ri
AE Wealth Management LLC
McIlrath & Eck, LLC
Price T Rowe Associates Inc /md/
Prospera Financial Services Inc
Duncker Streett & Co Inc
Cassaday & Co Wealth Management LLC
Richardson Capital Management LLC
Cresset Asset Management, LLC
Nikulski Financial, Inc.
Coastline Trust Co
Cosner Financial Group, LLC
Fifth Third Wealth Advisors LLC
CogentBlue Wealth Advisors, LLC
Lindbrook Capital, Llc
CIBC Private Wealth Group, LLC
Lee-Kelleher Wealth Management
Mml Investors Services, Llc
Mma Asset Management Llc
Cerity Partners LLC
Evanson Asset Management, LLC
Acas, Llc
Mechanics Financial Corp
Peak Asset Management, LLC
NorthRock Partners, LLC
Azimuth Capital Investment Management LLC
Bruce G. Allen Investments, LLC
Towerpoint Wealth, LLC
May Barnhard Investments LLC
GFS Advisors, LLC
Deutsche Bank Ag\
Transce3nd, LLC
BKM Wealth Management, LLC
Beckerman Institutional, LLC
First Merchants Corp
Quent Capital, LLC
Brown Brothers Harriman & Co
U.S. Capital Wealth Advisors, LLC
Bank Of America Corp /de/
Townsend Asset Management Corp /nc/ /adv
Watts Gwilliam & Co., LLC
Kozak & Associates, Inc.
Vicus Capital
Apollon Wealth Management, LLC
First Horizon Advisors, Inc.
Modera Wealth Management, LLC
Texas Yale Capital Corp.
Bedel Financial Consulting, Inc.
Emerald Investment Partners, Llc
Regal Investment Advisors LLC
Founders Financial Securities Llc
Wells Fargo & Company/mn
Jane Street Group, Llc
HHM Wealth Advisors, LLC
Pinnacle Financial Group, LLC / IL
Winthrop Capital Management, LLC
Essex Financial Services, Inc.
CFC Planning Co LLC
Kraft, Davis & Associates, LLC
Fulton Bank, N.a.
Financial Gravity Companies, Inc.
Coastal Bridge Advisors, LLC
Net Worth Advisory Group
Kendall Capital Management
Global Retirement Partners, LLC
Cahill Financial Advisors Inc
Barrett & Company, Inc.
Systematic Financial Management Lp
Moors & Cabot, Inc.
Bfsg, Llc
Vestia Personal Wealth Advisors
SOA Wealth Advisors, LLC.
Dakota Wealth Management
Northwestern Mutual Wealth Management Co
Mystic Asset Management, Inc.
Tiaa Trust, National Association
Willner & Heller, Llc
Coastal Investment Advisors, Inc.
Hazlett, Burt & Watson, Inc.
Financial Engines Advisors L.L.C.
Goelzer Investment Management, Inc.
Gladstone Institutional Advisory LLC
Inlight Wealth Management, LLC
JTC Employer Solutions Trusteee Ltd
Dogwood Wealth Management LLC
Curio Wealth, Llc
Commerce Bank
Vickerman Investment Advisors, Inc.
Ark & Tlk Investments, Llc
Aegis Wealth Management LLC
SOUTH STATE Corp
Access Investment Management LLC
Northwest Wealth Management, Llc
FSA Wealth Management LLC
Red Tortoise LLC
Granite Investment Partners, LLC
Trust Co Of Toledo Na /oh/
Glen Eagle Advisors, LLC
Zhang Financial LLC
Aptus Capital Advisors, LLC
LJI Wealth Management, LLC
Advisory Services Network, LLC
SageView Advisory Group, LLC
VSM Wealth Advisory, LLC
Blackston Financial Advisory Group, LLC
Cary Street Partner Investment Advisory Llc
Summit Financial, LLC
Keystone Wealth Services, LLC
Longview Financial Advisors LLC
Warner Financial, Inc
InvesTrust
National Bank Of Canada /fi/
Spectrum Wealth Counsel, LLC
Alesco Advisors Llc
Quarry Hill Advisors, Llc
Ameriflex Group, Inc.
Private Advisor Group, LLC
SOL Capital Management CO
Aqr Capital Management Llc
Novak & Powell Financial Services, Inc.
Comerica Bank
Modern Wealth Management, LLC
Painted Porch Advisors LLC
Envestnet Asset Management Inc
Mutual Advisors, LLC
Cornerstone Wealth Management, LLC
Stonebridge Financial Planning Group, LLC
Atlas Capital Advisors Llc
Bradley Foster & Sargent Inc/ct
CIBC World Markets Inc.
Ridgewood Investments LLC
Future Fund LLC
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Tradewinds Capital Management, LLC
Pittenger & Anderson Inc
Beacon Pointe Advisors, LLC
Farther Finance Advisors, LLC
GAMMA Investing LLC
BRYN MAWR TRUST Co
Eley Financial Management, Inc
Grimes & Company, Inc.
Wesbanco Bank Inc
Powell Investment Advisors, LLC
Columbus Macro, LLC
Global Trust Asset Management, LLC
Burns J W & Co Inc/ny
Archer Investment Corp
Eastern Bank
Wealth Architects, LLC
Fifth Third Bancorp
Harbor Asset Planning, Inc.
Johnson Financial Group, Inc.
Bridges Investment Management Inc
Copia Wealth Management
Capital Analysts, Inc.
Traub Capital Management LLC
Larson Financial Group LLC
Private Wealth Asset Management, LLC
TrueWealth Advisors, LLC
Bnp Paribas Arbitrage, Sa
Inspirion Wealth Advisors, Llc
Integrity Financial Corp /WA
Neumann Capital Management, LLC
Topsail Wealth Management, LLC
Inspire Trust Co, N.a.
Newton One Investments LLC
Planning Alternatives Ltd /adv
Tower Research Capital LLC (TRC)
Capital Advisors, Ltd. LLC
Strategic Wealth Partners, Ltd.
Foster & Motley Inc
D.a. Davidson & Co.
Rothschild Investment Llc
Simon Quick Advisors, Llc
GWM Advisors LLC
Blue Bell Private Wealth Management, Llc
Stephens Inc /ar/
Soundwatch Capital LLC
Great Lakes Advisors, Llc
Blue Edge Capital, LLC
Susquehanna International Group, Llp
Sound Income Strategies, LLC
Advisor Group Holdings, Inc.
Adviser Investments LLC
Flow Traders U.s. Llc
KPP Advisory Services LLC
Providence Capital Advisors, LLC
CI Private Wealth, LLC
Charles Schwab Investment Management Inc
Private Trust Co Na
Washington Trust Advisors, Inc.
Jfs Wealth Advisors, Llc
Hartland & Co., LLC
Miracle Mile Advisors, LLC
Viewpoint Capital Management LLC
Oakworth Capital, Inc.
Palouse Capital Management, Inc.
Bogart Wealth, LLC
SPC Financial, Inc.
Asset Dedication, LLC
Snowden Capital Advisors LLC
Independence Bank of Kentucky
Betterment LLC
Sage Capital Management, LLC
Rsm Us Wealth Management Llc
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