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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 1799 - 2023-12-31 1,850,388 $46,630,000 225,086
   BANK OF AMERICA CORP /DE/ 1315 - 2023-12-31 1,539,684 $38,800,000 160,576
   ROYAL BANK OF CANADA 885 - 2023-12-31 1,260,779 $31,771,000 96,446
   RAYMOND JAMES & ASSOCIATES 1039 - 2024-03-31 459,180 $12,370,000 149,718
   WARREN AVERETT ASSET MANAGEMENT, LLC 52 - 2023-12-31 369,753 $9,318,000 -11,970
   Pine Valley Investments Ltd Liability Co 35 - 2023-12-31 300,960 $7,601,000 14,998
   Cetera Investment Advisers 337 - 2023-12-31 275,330 $6,938,000 12,082
   US BANCORP 526 - 2023-12-31 238,688 $6,015,000 5,333
   CASTLE WEALTH MANAGEMENT LLC 6 - 2023-12-31 209,703 $5,297,000 -8,456
   ENVESTNET ASSET MANAGEMENT INC 2118 - 2023-12-31 140,478 $3,540,000 21,839
   FIFTH THIRD BANCORP 410 - 2024-03-31 101,500 $2,734,000 0
   LPL FINANCIAL CORP 2177 - 2023-12-31 101,333 $2,554,000 8,307
   J P MORGAN CHASE & CO 2953 *New 2023-12-31 81,038 $2,042,000 81,038
   Scissortail Wealth Management LLC 35 *New 2023-12-31 74,400 $1,891,000 74,400
   Arkadios Wealth Advisors - 2023-12-31 66,746 $1,682,000 2,565
   STIFEL FINANCIAL CORP 1925 - 2023-12-31 54,553 $1,375,000 18,128
   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. 2832 - 2023-12-31 28,546 $719,000 324
   ORBA Wealth Advisors L.L.C. 47 - 2023-12-31 22,645 $571,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 3043 *New 2023-12-31 12,931 $326,000 12,931
   SeaCrest Wealth Management LLC 446 - 2024-03-31 10,928 $294,000 -46
   BLAIR WILLIAM & CO/IL 1292 - 2023-12-31 10,574 $266,000 -7,600
   BENJAMIN F. EDWARDS & COMPANY INC. 808 - 2023-12-31 9,354 $236,000 -921
   FINANCIAL NETWORK 2507 *New 2023-12-31 8,245 $208,000 8,245
   Ronald Blue Trust Inc. 564 - 2023-12-31 6,098 $139,000 3,629
   MCF Advisors LLC 283 - 2024-03-31 4,000 $108,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 681 - 2023-12-31 1,968 $50,000 11
   COMERICA BANK 2716 - 2023-12-31 1,900 $48,000 1,252
   UBS Group AG 6068 *New 2023-12-31 403 $10,000 403
   Impact Partnership Wealth LLC 755 *New 2023-12-31 39 $1,000 39
   KESTRA PRIVATE WEALTH SERVICES LLC 1239 *Closed 2023-12-31 0 $0 -36,087
   PROEQUITIES INC. 5594 - 2023-12-31 0 $0 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6485 *Closed 2023-12-31 0 $0 -36,638
   H D Vest Advisory Services 1617 *Closed 2023-12-31 0 $0 -16,333
  36 Records found
  1    
  Page 1 of 1
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