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Get Institutions for : 
Aam Bahl & Gaynor Small/mid Cap Income Growth Etf (SMIG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 33    4
Total shares held : 
 7,170,650  
% of shares held : 
 0.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 680,188  
% of shares held change : 
   0.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 195,389
 2.72%
 
Increased Positions :
16
 603,595
 8.42%
 
Unchanged Positions :
5
 139,119
 1.94%
 
Decreased Positions :
5
-29,738
-0.41%
 
Closed Positions :
3
-89,058
-1.24%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1523 - 2024-03-31 2,372,911 $63,926,000 522,523
   BANK OF AMERICA CORP /DE/ 1309 - 2024-03-31 1,758,098 $47,363,000 218,414
   ROYAL BANK OF CANADA 847 - 2024-03-31 1,345,268 $36,241,000 84,489
   RAYMOND JAMES & ASSOCIATES 1039 - 2024-03-31 459,180 $12,370,000 149,718
   Pine Valley Investments Ltd Liability Co 33 - 2024-03-31 319,692 $8,624,000 18,732
   Cetera Investment Advisers 774 - 2024-03-31 283,147 $7,628,000 7,817
   MULTIFINANCIAL SECURITIES CORP 335 *New 2024-03-31 276,901 $7,460,000 276,901
   US BANCORP 510 - 2024-03-31 248,661 $6,699,000 9,973
   CASTLE WEALTH MANAGEMENT LLC 5 - 2024-03-31 214,575 $5,789,000 4,872
   U.S. Capital Wealth Advisors LLC 127 *New 2024-03-31 186,747 $5,031,000 186,747
   LPL FINANCIAL CORP 2094 - 2024-03-31 121,296 $3,268,000 19,963
   FIFTH THIRD BANCORP 410 - 2024-03-31 101,500 $2,734,000 0
   J P MORGAN CHASE & CO 2816 - 2024-03-31 97,261 $2,620,000 16,223
   ENVESTNET ASSET MANAGEMENT INC 2482 - 2024-03-31 84,036 $2,264,000 -56,442
   STIFEL FINANCIAL CORP 1799 - 2024-03-31 65,675 $1,769,000 11,122
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2116 - 2024-03-31 33,286 $897,000 3,050
   Wealthcare Advisory Partners LLC 400 - 2024-03-31 32,432 $874,000 14,099
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1845 - 2024-03-31 30,774 $829,000 1,165
   Advisor Group Holdings Inc. 2713 - 2024-03-31 23,978 $646,000 -4,568
   ORBA Wealth Advisors L.L.C. 47 - 2024-03-31 22,250 $599,000 -395
   COMMONWEALTH EQUITY SERVICES LLC. 3095 - 2024-03-31 12,940 $349,000 9
   SeaCrest Wealth Management LLC 446 - 2024-03-31 10,928 $294,000 -46
   BENJAMIN F. EDWARDS & COMPANY INC. 862 - 2024-03-31 8,479 $228,000 -875
   Ronald Blue Trust Inc. 468 - 2024-03-31 8,180 $220,000 2,082
   BLAIR WILLIAM & CO/IL 1448 - 2024-03-31 5,574 $150,000 -5,000
   COMERICA BANK 2506 - 2024-03-31 4,050 $109,000 2,150
   MCF Advisors LLC 283 - 2024-03-31 4,000 $108,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 712 - 2024-03-31 1,979 $53,000 11
   WELLS FARGO & CO/MN 5248 *New 2024-03-31 223 $6,000 223
   FINANCIAL NETWORK 2775 *Closed 2024-03-31 0 $0 -8,245
   Scissortail Wealth Management LLC 157 *Closed 2024-03-31 0 $0 -74,400
   PROEQUITIES INC. 3528 - 2024-03-31 0 $0 0
   WARREN AVERETT ASSET MANAGEMENT, LLC 699 *Closed 2024-03-31 0 $0 -369,753
   UBS Group AG 8191 *Closed 2024-03-31 0 $0 -403
   Arkadios Wealth Advisors 743 *Closed 2024-03-31 0 $0 -66,746
   Impact Partnership Wealth LLC 715 *Closed 2024-03-31 0 $0 -39
  36 Records found
  1    
  Page 1 of 1
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