HoldingsChannel.com
Funds Holding IJJ

On this page, we present all of the funds holding IJJ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IJJ, with a link to that fund's top holdings. The next columns indicate the amount of IJJ stock held by each of the funds holding IJJ, followed by the IJJ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 663 funds holding IJJ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding IJJ), click the fund name in the "Holder" column of the funds-holding-IJJ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley4,213,606$451,404 06/30/2023
     IJJ4,213,606$451,404 06/30/2023
Wells Fargo & Company MN4,193,507$449,250 06/30/2023
     IJJ4,193,507$449,250 06/30/2023
FMR LLC3,482,147$373,042 06/30/2023
     IJJ3,482,147$373,042 06/30/2023
Bank of America Corp DE2,635,475$282,338 06/30/2023
     IJJ2,635,475$282,338 06/30/2023
UBS Group AG1,890,570$202,537 06/30/2023
     IJJ1,890,570$202,537 06/30/2023
Envestnet Asset Management Inc.1,876,514$201,031 06/30/2023
     IJJ1,876,514$201,031 06/30/2023
The PNC Financial Services Group Inc.1,358,865$145,575 06/30/2023
     IJJ1,358,865$145,575 06/30/2023
Ameriprise Financial Inc.1,172,571$125,844 06/30/2023
     IJJ1,172,571$125,844 06/30/2023
D.A. Davidson & CO.864,862$92,653 06/30/2023
     IJJ864,862$92,653 06/30/2023
Financial Engines Advisors L.L.C.816,187$87,438 06/30/2023
     IJJ816,187$87,438 06/30/2023
Bank of New York Mellon Corp793,555$85,014 06/30/2023
     IJJ793,555$85,014 06/30/2023
Raymond James & Associates714,049$76,496 06/30/2023
     IJJ714,049$76,496 06/30/2023
Northern Trust Corp669,135$71,684 06/30/2023
     IJJ669,135$71,684 06/30/2023
Evensky & Katz LLC627,137$67,185 06/30/2023
     IJJ627,137$67,185 06/30/2023
Northwestern Mutual Wealth Management Co.597,195$63,978 06/30/2023
     IJJ597,195$63,978 06/30/2023
LPL Financial LLC588,185$63,012 06/30/2023
     IJJ588,185$63,012 06/30/2023
Commonwealth Equity Services LLC529,120$56,685 06/30/2023
     IJJ529,120$56,685 06/30/2023
Royal Bank of Canada487,963$52,276 06/30/2023
     IJJ487,963$52,276 06/30/2023
BRYN MAWR TRUST Co464,068$49,716 06/30/2023
     IJJ464,068$49,716 06/30/2023
Cullen Frost Bankers Inc.427,880$45,839 06/30/2023
     IJJ427,880$45,839 06/30/2023
GW Henssler & Associates Ltd.396,887$42,518 06/30/2023
     IJJ396,887$42,518 06/30/2023
Willis Johnson & Associates Inc.393,195$42,123 06/30/2023
     IJJ393,195$42,123 06/30/2023
MAI Capital Management349,522$37,444 06/30/2023
     IJJ349,522$37,444 06/30/2023
Baird Financial Group Inc.349,197$37,409 06/30/2023
     IJJ349,197$37,409 06/30/2023
BOKF NA339,739$36,396 06/30/2023
     IJJ339,739$36,396 06/30/2023
Truist Financial Corp336,647$36,065 06/30/2023
     IJJ336,647$36,065 06/30/2023
Advisor Group Holdings Inc.325,406$34,869 06/30/2023
     IJJ325,406$34,869 06/30/2023
JPMorgan Chase & Co.295,705$31,679 06/30/2023
     IJJ295,705$31,679 06/30/2023
Creative Planning284,556$30,484 06/30/2023
     IJJ284,556$30,484 06/30/2023
Lido Advisors LLC282,946$30,312 06/30/2023
     IJJ282,946$30,312 06/30/2023
Cerity Partners LLC273,078$29,255 06/30/2023
     IJJ273,078$29,255 06/30/2023
Pathstone Family Office LLC253,469$27,154 06/30/2023
     IJJ253,469$27,154 06/30/2023
Smith Anglin Financial LLC248,153$26,585 06/30/2023
     IJJ248,153$26,585 06/30/2023
Duff & Phelps Investment Management Co.238,835$25,586 06/30/2023
     IJJ238,835$25,586 06/30/2023
Alesco Advisors LLC233,621$25,028 06/30/2023
     IJJ233,621$25,028 06/30/2023
Northern Oak Wealth Management Inc.232,065$24,861 06/30/2023
     IJJ232,065$24,861 06/30/2023
Raymond James Financial Services Advisors Inc.231,632$24,815 06/30/2023
     IJJ231,632$24,815 06/30/2023
Bank of Montreal Can212,794$22,863 06/30/2023
     IJJ212,794$22,863 06/30/2023
Stifel Financial Corp212,364$22,751 06/30/2023
     IJJ212,364$22,751 06/30/2023
Courier Capital LLC209,011$22,391 06/30/2023
     IJJ209,011$22,391 06/30/2023
Rockefeller Capital Management L.P.191,061$20,468 06/30/2023
     IJJ191,061$20,468 06/30/2023
Keybank National Association OH190,863$20,447 06/30/2023
     IJJ190,863$20,447 06/30/2023
Equitable Holdings Inc.186,279$19,956 06/30/2023
     IJJ186,279$19,956 06/30/2023
Salomon & Ludwin LLC183,549$19,664 06/30/2023
     IJJ183,549$19,664 06/30/2023
HighTower Advisors LLC170,258$18,219 06/30/2023
     IJJ170,258$18,219 06/30/2023
M&T Bank Corp169,012$18,106 06/30/2023
     IJJ169,012$18,106 06/30/2023
SPC Financial Inc.168,482$18,049 06/30/2023
     IJJ168,482$18,049 06/30/2023
Wealth Advisory Solutions LLC159,239$17,059 06/30/2023
     IJJ159,239$17,059 06/30/2023
First Merchants Corp157,958$16,922 06/30/2023
     IJJ157,958$16,922 06/30/2023
Cambridge Investment Research Advisors Inc.154,656$16,568 06/30/2023
     IJJ154,656$16,568 06/30/2023
Mariner LLC142,216$15,236 06/30/2023
     IJJ142,216$15,236 06/30/2023
Jmac Enterprises LLC131,497$14,087 06/30/2023
     IJJ131,497$14,087 06/30/2023
Lutz Financial Services LLC130,579$13,989 06/30/2023
     IJJ130,579$13,989 06/30/2023
Rehmann Capital Advisory Group126,948$13,595 06/30/2023
     IJJ126,948$13,595 06/30/2023
Capital Advisors Ltd. LLC126,209$13,521 06/30/2023
     IJJ126,209$13,521 06/30/2023
First Republic Investment Management Inc.124,662$13,355 06/30/2023
     IJJ124,662$13,355 06/30/2023
Sterling Financial Planning Inc.124,039$13,288 06/30/2023
     IJJ124,039$13,288 06/30/2023
JSF Financial LLC123,116$13,189 06/30/2023
     IJJ123,116$13,189 06/30/2023
GHP Investment Advisors Inc.114,817$12,478 06/30/2023
     IJJ114,817$12,478 06/30/2023
Texas Yale Capital Corp.115,125$12,333 06/30/2023
     IJJ115,125$12,333 06/30/2023
Ellis Investment Partners LLC109,778$11,761 06/30/2023
     IJJ109,778$11,761 06/30/2023
Miracle Mile Advisors LLC108,950$11,672 06/30/2023
     IJJ108,950$11,672 06/30/2023
Blue Edge Capital LLC108,452$11,618 06/30/2023
     IJJ108,452$11,618 06/30/2023
ETF Portfolio Partners Inc.104,445$11,189 06/30/2023
     IJJ104,445$11,189 06/30/2023
Steward Partners Investment Advisory LLC103,362$11,073 06/30/2023
     IJJ103,362$11,073 06/30/2023
SRS Capital Advisors Inc.96,826$10,373 06/30/2023
     IJJ96,826$10,373 06/30/2023
US Bancorp DE95,897$10,273 06/30/2023
     IJJ95,897$10,273 06/30/2023
Jones Financial Companies Lllp95,639$10,246 06/30/2023
     IJJ95,639$10,246 06/30/2023
Ullmann Financial Group Inc.92,075$9,864 06/30/2023
     IJJ92,075$9,864 06/30/2023
Maltin Wealth Management Inc.92,075$9,864 06/30/2023
     IJJ92,075$9,864 06/30/2023
Asset Management Group Inc.90,189$9,662 06/30/2023
     IJJ90,189$9,662 06/30/2023
Fifth Third Bancorp89,768$9,617 06/30/2023
     IJJ89,768$9,617 06/30/2023
Nations Financial Group Inc. IA ADV87,898$9,417 06/30/2023
     IJJ87,898$9,417 06/30/2023
Flaharty Asset Management LLC87,426$9,366 06/30/2023
     IJJ87,426$9,366 06/30/2023
Natixis Advisors L.P.79,234$8,488 06/30/2023
     IJJ79,234$8,488 06/30/2023
Mill Creek Capital Advisors LLC75,418$8,080 06/30/2023
     IJJ75,418$8,080 06/30/2023
Cetera Investment Advisers74,525$7,984 06/30/2023
     IJJ74,525$7,984 06/30/2023
Heron Financial Group LLC74,264$7,956 06/30/2023
     IJJ74,264$7,956 06/30/2023
Mercer Global Advisors Inc. ADV73,520$7,876 06/30/2023
     IJJ73,520$7,876 06/30/2023
Kestra Advisory Services LLC71,411$7,650 06/30/2023
     IJJ71,411$7,650 06/30/2023
First Hawaiian Bank71,395$7,649 06/30/2023
     IJJ71,395$7,649 06/30/2023
Imprint Wealth LLC76,328$7,633 06/30/2023
     IJJ76,328$7,633 06/30/2023
Great Lakes Advisors LLC71,184$7,626 06/30/2023
     IJJ71,184$7,626 06/30/2023
Cassaday & Co Wealth Management LLC70,902$7,596 06/30/2023
     IJJ70,902$7,596 06/30/2023
Cetera Advisor Networks LLC70,289$7,530 06/30/2023
     IJJ70,289$7,530 06/30/2023
MML Investors Services LLC68,956$7,387 06/30/2023
     IJJ68,956$7,387 06/30/2023
Janney Montgomery Scott LLC67,527$7,234 06/30/2023
     IJJ67,527$7,234 06/30/2023
Atria Wealth Solutions Inc.66,467$7,121 06/30/2023
     IJJ66,467$7,121 06/30/2023
Betterment LLC64,904$6,953 06/30/2023
     IJJ64,904$6,953 06/30/2023
Merriman Wealth Management LLC63,548$6,808 06/30/2023
     IJJ63,548$6,808 06/30/2023
Chilton Investment Co. LLC63,073$6,757 06/30/2023
     IJJ63,073$6,757 06/30/2023
Omega Financial Group LLC62,720$6,719 06/30/2023
     IJJ62,720$6,719 06/30/2023
Royal Fund Management LLC62,252$6,669 06/30/2023
     IJJ62,252$6,669 06/30/2023
Captrust Financial Advisors57,558$6,166 06/30/2023
     IJJ57,558$6,166 06/30/2023
Greenup Street Wealth Management LLC57,225$6,131 06/30/2023
     IJJ57,225$6,131 06/30/2023
Asset Dedication LLC57,197$6,118 06/30/2023
     IJJ57,197$6,118 06/30/2023
LMG Wealth Partners LLC56,740$6,079 06/30/2023
     IJJ56,740$6,079 06/30/2023
Regions Financial Corp55,349$5,930 06/30/2023
     IJJ55,349$5,930 06/30/2023
Moneta Group Investment Advisors LLC54,905$5,882 06/30/2023
     IJJ54,905$5,882 06/30/2023
First Citizens Financial Corp53,673$5,750 06/30/2023
     IJJ53,673$5,750 06/30/2023
CIBC World Markets Inc.53,121$5,691 06/30/2023
     IJJ53,121$5,691 06/30/2023
Greenleaf Trust52,904$5,668 06/30/2023
     IJJ52,904$5,668 06/30/2023
One Capital Management LLC52,253$5,598 06/30/2023
     IJJ52,253$5,598 06/30/2023
Etfidea LLC51,167$5,482 06/30/2023
     IJJ51,167$5,482 06/30/2023
Huntington National Bank50,923$5,455 06/30/2023
     IJJ50,923$5,455 06/30/2023
Becker Capital Management Inc.48,804$5,228 06/30/2023
     IJJ48,804$5,228 06/30/2023
NorthCrest Asset Manangement LLC47,933$5,135 06/30/2023
     IJJ47,933$5,135 06/30/2023
Oldfather Financial Services LLC47,527$5,092 06/30/2023
     IJJ47,527$5,092 06/30/2023
Ironwood Financial llc47,501$5,089 06/30/2023
     IJJ47,501$5,089 06/30/2023
Hudson Capital Management LLC47,436$5,082 06/30/2023
     IJJ47,436$5,082 06/30/2023
Foundation Wealth Management LLC47,320$5,069 06/30/2023
     IJJ47,320$5,069 06/30/2023
Smith Chas P & Associates PA Cpas46,706$5,004 06/30/2023
     IJJ46,706$5,004 06/30/2023
AE Wealth Management LLC46,426$4,974 06/30/2023
     IJJ46,426$4,974 06/30/2023
DDFG Inc46,311$4,961 06/30/2023
     IJJ46,311$4,961 06/30/2023
SJA Financial Advisory LLC45,992$4,927 06/30/2023
     IJJ45,992$4,927 06/30/2023
Campion Asset Management LLC45,548$4,880 06/30/2023
     IJJ45,548$4,880 06/30/2023
JNBA Financial Advisors44,454$4,762 06/30/2023
     IJJ44,454$4,762 06/30/2023
Pittenger & Anderson Inc.44,390$4,756 06/30/2023
     IJJ44,390$4,756 06/30/2023
Ifrah Financial Services Inc.43,666$4,678 06/30/2023
     IJJ43,666$4,678 06/30/2023
Associated Banc Corp42,318$4,534 06/30/2023
     IJJ42,318$4,534 06/30/2023
Private Advisor Group LLC41,036$4,452 06/30/2023
     IJJ41,036$4,452 06/30/2023
Citadel Advisors LLC41,477$4,443 06/30/2023
     IJJ41,477$4,443 06/30/2023
Wsfs Capital Management LLC41,323$4,427 06/30/2023
     IJJ41,323$4,427 06/30/2023
Sawtooth Solutions LLC41,272$4,421 06/30/2023
     IJJ41,272$4,421 06/30/2023
Bleakley Financial Group LLC41,272$4,421 06/30/2023
     IJJ41,272$4,421 06/30/2023
Journey Advisory Group LLC41,168$4,410 06/30/2023
     IJJ41,168$4,410 06/30/2023
Avantax Advisory Services Inc.40,902$4,382 06/30/2023
     IJJ40,902$4,382 06/30/2023
King Wealth40,820$4,373 06/30/2023
     IJJ40,820$4,373 06/30/2023
Signature Estate & Investment Advisors LLC40,760$4,367 06/30/2023
     IJJ40,760$4,367 06/30/2023
Susquehanna International Group LLP $4,353 06/30/2023
     IJJ29,032$3,110 06/30/2023
     Call11,600$1,243 06/30/2023
Centerpoint Advisors LLC40,456$4,334 06/30/2023
     IJJ40,456$4,334 06/30/2023
Goelzer Investment Management Inc.39,278$4,208 06/30/2023
     IJJ39,278$4,208 06/30/2023
SOL Capital Management CO38,841$4,161 06/30/2023
     IJJ38,841$4,161 06/30/2023
Cosner Financial Group LLC38,734$4,150 06/30/2023
     IJJ38,734$4,150 06/30/2023
Bank of Stockton38,653$4,141 06/30/2023
     IJJ38,653$4,141 06/30/2023
Jane Street Group LLC38,559$4,131 06/30/2023
     IJJ38,559$4,131 06/30/2023
Wade G W & Inc.38,021$4,073 06/30/2023
     IJJ38,021$4,073 06/30/2023
CFS Investment Advisory Services LLC37,824$4,052 06/30/2023
     IJJ37,824$4,052 06/30/2023
Cranbrook Wealth Management LLC37,145$3,979 06/30/2023
     IJJ37,145$3,979 06/30/2023
Sierra Capital LLC36,675$3,929 06/30/2023
     IJJ36,675$3,929 06/30/2023
SNS Financial Group LLC35,613$3,815 06/30/2023
     IJJ35,613$3,815 06/30/2023
Coldstream Capital Management Inc.35,173$3,768 06/30/2023
     IJJ35,173$3,768 06/30/2023
River Wealth Advisors LLC34,397$3,685 06/30/2023
     IJJ34,397$3,685 06/30/2023
Cozad Asset Management Inc.34,213$3,665 06/30/2023
     IJJ34,213$3,665 06/30/2023
LTG Capital LLC34,116$3,655 06/30/2023
     IJJ34,116$3,655 06/30/2023
MEMBERS Trust Co32,904$3,525 06/30/2023
     IJJ32,904$3,525 06/30/2023
CI Private Wealth LLC32,419$3,473 06/30/2023
     IJJ32,419$3,473 06/30/2023
Idaho Trust Bank32,084$3,437 06/30/2023
     IJJ32,084$3,437 06/30/2023
Vance Wealth Inc.31,979$3,426 06/30/2023
     IJJ31,979$3,426 06/30/2023
Mutual Advisors LLC30,899$3,310 06/30/2023
     IJJ30,899$3,310 06/30/2023
Phillips Financial Management LLC30,681$3,287 06/30/2023
     IJJ30,681$3,287 06/30/2023
Nikulski Financial Inc.30,490$3,266 06/30/2023
     IJJ30,490$3,266 06/30/2023
Glass Jacobson Investment Advisors llc30,341$3,250 06/30/2023
     IJJ30,341$3,250 06/30/2023
Factorial Partners LLC30,300$3,246 06/30/2023
     IJJ30,300$3,246 06/30/2023
Sigma Planning Corp29,988$3,213 06/30/2023
     IJJ29,988$3,213 06/30/2023
Windsor Group LTD29,886$3,202 06/30/2023
     IJJ29,886$3,202 06/30/2023
Patriot Financial Group Insurance Agency LLC29,685$3,180 06/30/2023
     IJJ29,685$3,180 06/30/2023
Csenge Advisory Group28,509$3,054 06/30/2023
     IJJ28,509$3,054 06/30/2023
Financial Counselors Inc.28,416$3,044 06/30/2023
     IJJ28,416$3,044 06/30/2023
Soltis Investment Advisors LLC28,125$3,013 06/30/2023
     IJJ28,125$3,013 06/30/2023
Modera Wealth Management LLC28,108$3,011 06/30/2023
     IJJ28,108$3,011 06/30/2023
McElhenny Sheffield Capital Management LLC26,497$2,985 06/30/2023
     IJJ26,497$2,985 06/30/2023
Prosperity Planning Inc.27,802$2,978 06/30/2023
     IJJ27,802$2,978 06/30/2023
Goldman Sachs Group Inc.27,683$2,966 06/30/2023
     IJJ27,683$2,966 06/30/2023
Spire Wealth Management27,489$2,945 06/30/2023
     IJJ27,489$2,945 06/30/2023
Trail Ridge Investment Advisors LLC27,471$2,943 06/30/2023
     IJJ27,471$2,943 06/30/2023
First Heartland Consultants Inc.26,520$2,841 06/30/2023
     IJJ26,520$2,841 06/30/2023
Allworth Financial LP26,277$2,815 06/30/2023
     IJJ26,277$2,815 06/30/2023
Neumann Capital Management LLC25,980$2,783 06/30/2023
     IJJ25,980$2,783 06/30/2023
Barber Financial Group Inc.26,909$2,765 03/31/2023
     IJJ26,909$2,765 03/31/2023
First Trust Advisors LP25,361$2,717 06/30/2023
     IJJ25,361$2,717 06/30/2023
HRT Financial LP25,082$2,687 06/30/2023
     IJJ25,082$2,687 06/30/2023
UMB Bank N A MO25,009$2,679 06/30/2023
     IJJ25,009$2,679 06/30/2023
Smith Shellnut Wilson LLC ADV24,950$2,673 06/30/2023
     IJJ24,950$2,673 06/30/2023
LVZ Advisors Inc.24,716$2,648 06/30/2023
     IJJ24,716$2,648 06/30/2023
Bragg Financial Advisors Inc24,197$2,592 06/30/2023
     IJJ24,197$2,592 06/30/2023
Whittier Trust Co. of Nevada Inc.23,257$2,492 06/30/2023
     IJJ23,257$2,492 06/30/2023
Oxler Private Wealth LLC22,701$2,432 06/30/2023
     IJJ22,701$2,432 06/30/2023
Lincoln National Corp22,578$2,419 06/30/2023
     IJJ22,578$2,419 06/30/2023
Commerce Bank22,509$2,411 06/30/2023
     IJJ22,509$2,411 06/30/2023
Quadrant Private Wealth Management LLC22,290$2,388 06/30/2023
     IJJ22,290$2,388 06/30/2023
Pure Financial Advisors Inc.22,273$2,386 06/30/2023
     IJJ22,273$2,386 06/30/2023
Kingsview Wealth Management LLC22,112$2,369 06/30/2023
     IJJ22,112$2,369 06/30/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC21,679$2,323 06/30/2023
     IJJ21,679$2,323 06/30/2023
Family Firm Inc.21,394$2,292 06/30/2023
     IJJ21,394$2,292 06/30/2023
JFS Wealth Advisors LLC21,149$2,266 06/30/2023
     IJJ21,149$2,266 06/30/2023
Stokes Family Office LLC21,155$2,266 06/30/2023
     IJJ21,155$2,266 06/30/2023
Buckingham Strategic Wealth LLC21,032$2,253 06/30/2023
     IJJ21,032$2,253 06/30/2023
Glenmede Trust Co. NA21,381$2,197 06/30/2023
     IJJ21,381$2,197 06/30/2023
Pensionmark Financial Group LLC20,497$2,196 06/30/2023
     IJJ20,497$2,196 06/30/2023
Tiemann Investment Advisors LLC20,318$2,177 06/30/2023
     IJJ20,318$2,177 06/30/2023
Platte River Wealth Advisors LLC19,838$2,125 06/30/2023
     IJJ19,838$2,125 06/30/2023
Thrivent Financial for Lutherans19,605$2,100 06/30/2023
     IJJ19,605$2,100 06/30/2023
Guidance Point Advisors LLC19,407$2,079 06/30/2023
     IJJ19,407$2,079 06/30/2023
Belpointe Asset Management LLC19,324$2,070 06/30/2023
     IJJ19,324$2,070 06/30/2023
Sonata Capital Group Inc.19,190$2,056 06/30/2023
     IJJ19,190$2,056 06/30/2023
Stratos Wealth Partners LTD.18,909$2,026 06/30/2023
     IJJ18,909$2,026 06/30/2023
Corundum Trust Company INC18,778$2,012 06/30/2023
     IJJ18,778$2,012 06/30/2023
Pinnacle Financial Partners Inc.18,757$2,009 06/30/2023
     IJJ18,757$2,009 06/30/2023
Blair William & Co. IL18,697$2,003 06/30/2023
     IJJ18,697$2,003 06/30/2023
Breakwater Capital Group18,521$1,984 06/30/2023
     IJJ18,521$1,984 06/30/2023
Pinnacle Bank17,998$1,928 06/30/2023
     IJJ17,998$1,928 06/30/2023
Hirtle Callaghan & Co LLC17,851$1,912 06/30/2023
     IJJ17,851$1,912 06/30/2023
Dumont & Blake Investment Advisors LLC17,507$1,876 06/30/2023
     IJJ17,507$1,876 06/30/2023
Park Place Capital Corp17,360$1,860 06/30/2023
     IJJ17,360$1,860 06/30/2023
Stordahl Capital Management Inc.17,288$1,852 06/30/2023
     IJJ17,288$1,852 06/30/2023
Almanack Investment Partners LLC.17,145$1,837 06/30/2023
     IJJ17,145$1,837 06/30/2023
HB Wealth Management LLC17,141$1,836 06/30/2023
     IJJ17,141$1,836 06/30/2023
AdvisorNet Financial Inc17,028$1,824 06/30/2023
     IJJ17,028$1,824 06/30/2023
Opes Wealth Management LLC17,000$1,821 06/30/2023
     IJJ17,000$1,821 06/30/2023
American Trust16,980$1,819 06/30/2023
     IJJ16,980$1,819 06/30/2023
Level Four Advisory Services LLC16,845$1,805 06/30/2023
     IJJ16,845$1,805 06/30/2023
Prospera Financial Services Inc16,176$1,734 06/30/2023
     IJJ16,176$1,734 06/30/2023
Essex LLC16,118$1,727 06/30/2023
     IJJ16,118$1,727 06/30/2023
Financial Advocates Investment Management15,556$1,667 06/30/2023
     IJJ15,556$1,667 06/30/2023
Financial Planning & Information Services Inc.15,375$1,647 06/30/2023
     IJJ15,375$1,647 06/30/2023
Advisory Services Network LLC15,280$1,637 06/30/2023
     IJJ15,280$1,637 06/30/2023
Tower Research Capital LLC TRC 15,267$1,636 06/30/2023
     IJJ15,267$1,636 06/30/2023
SOA Wealth Advisors LLC.15,211$1,630 06/30/2023
     IJJ15,211$1,630 06/30/2023
Wintrust Investments LLC15,200$1,628 06/30/2023
     IJJ15,200$1,628 06/30/2023
Pacific Financial Group Inc.15,085$1,616 06/30/2023
     IJJ15,085$1,616 06/30/2023
Beaumont Asset Management L.L.C.14,831$1,589 06/30/2023
     IJJ14,831$1,589 06/30/2023
C2C Wealth Management LLC14,184$1,562 06/30/2023
     IJJ14,184$1,562 06/30/2023
Valmark Advisers Inc.14,567$1,561 06/30/2023
     IJJ14,567$1,561 06/30/2023
Renasant Bank14,365$1,539 06/30/2023
     IJJ14,365$1,539 06/30/2023
Chicago Partners Investment Group LLC13,741$1,517 06/30/2023
     IJJ13,741$1,517 06/30/2023
Cornerstone Advisory LLC14,000$1,500 06/30/2023
     IJJ14,000$1,500 06/30/2023
9258 Wealth Management LLC13,711$1,469 06/30/2023
     IJJ13,711$1,469 06/30/2023
Kalos Management Inc.13,549$1,452 06/30/2023
     IJJ13,549$1,452 06/30/2023
Johnson Investment Counsel Inc.13,442$1,440 06/30/2023
     IJJ13,442$1,440 06/30/2023
Whittier Trust Co.13,115$1,405 06/30/2023
     IJJ13,115$1,405 06/30/2023
Sontag Advisory LLC13,003$1,393 06/30/2023
     IJJ13,003$1,393 06/30/2023
Boston Family Office LLC12,988$1,392 06/30/2023
     IJJ12,988$1,392 06/30/2023
Oppenheimer & Co. Inc.12,741$1,365 06/30/2023
     IJJ12,741$1,365 06/30/2023
Bangor Savings Bank12,463$1,335 06/30/2023
     IJJ12,463$1,335 06/30/2023
Hamilton Capital LLC12,447$1,333 06/30/2023
     IJJ12,447$1,333 06/30/2023
Edmonds Duncan Registered Investment Advisors LLC12,382$1,326 06/30/2023
     IJJ12,382$1,326 06/30/2023
Lansing Street Advisors12,373$1,326 06/30/2023
     IJJ12,373$1,326 06/30/2023
Evercore Wealth Management LLC12,237$1,311 06/30/2023
     IJJ12,237$1,311 06/30/2023
HighMark Wealth Management LLC12,190$1,310 06/30/2023
     IJJ12,190$1,310 06/30/2023
United Capital Financial Advisers LLC12,210$1,308 06/30/2023
     IJJ12,210$1,308 06/30/2023
Crescent Grove Advisors LLC12,178$1,305 06/30/2023
     IJJ12,178$1,305 06/30/2023
First Horizon Advisors Inc.12,061$1,292 06/30/2023
     IJJ12,061$1,292 06/30/2023
Whitaker Myers Wealth Managers LTD.12,030$1,289 06/30/2023
     IJJ12,030$1,289 06/30/2023
Wellspring Financial Advisors LLC11,919$1,277 06/30/2023
     IJJ11,919$1,277 06/30/2023
Farmers & Merchants Investments Inc.11,813$1,266 06/30/2023
     IJJ11,813$1,266 06/30/2023
Bessemer Group Inc.11,808$1,265 06/30/2023
     IJJ11,808$1,265 06/30/2023
AMG National Trust Bank11,700$1,253 06/30/2023
     IJJ11,700$1,253 06/30/2023
Financial Partners Group Inc11,372$1,248 06/30/2023
     IJJ11,372$1,248 06/30/2023
Capital Analysts LLC11,477$1,229 06/30/2023
     IJJ11,477$1,229 06/30/2023
Raymond James Trust N.A.11,451$1,227 06/30/2023
     IJJ11,451$1,227 06/30/2023
Vicus Capital11,456$1,227 06/30/2023
     IJJ11,456$1,227 06/30/2023
Shakespeare Wealth Management Inc.11,307$1,211 06/30/2023
     IJJ11,307$1,211 06/30/2023
AFT Forsyth & Company Inc.11,094$1,189 06/30/2023
     IJJ11,094$1,189 06/30/2023
Resources Investment Advisors LLC.10,896$1,167 06/30/2023
     IJJ10,896$1,167 06/30/2023
Connecticut Wealth Management LLC10,848$1,162 06/30/2023
     IJJ10,848$1,162 06/30/2023
Ameritas Investment Partners Inc.10,580$1,133 06/30/2023
     IJJ10,580$1,133 06/30/2023
Simon Quick Advisors LLC10,578$1,133 06/30/2023
     IJJ10,578$1,133 06/30/2023
Warren Averett Asset Management LLC10,505$1,125 06/30/2023
     IJJ10,505$1,125 06/30/2023
WealthShield Partners LLC10,487$1,123 06/30/2023
     IJJ10,487$1,123 06/30/2023
Acas LLC10,271$1,100 06/30/2023
     IJJ10,271$1,100 06/30/2023
First Command Bank10,246$1,098 06/30/2023
     IJJ10,246$1,098 06/30/2023
First Command Financial Services Inc.10,246$1,098 06/30/2023
     IJJ10,246$1,098 06/30/2023
Citigroup Inc.10,203$1,093 06/30/2023
     IJJ10,203$1,093 06/30/2023
Beirne Wealth Consulting Services LLC10,198$1,093 06/30/2023
     IJJ10,198$1,093 06/30/2023
Cresset Asset Management LLC9,993$1,071 06/30/2023
     IJJ9,993$1,071 06/30/2023
Sather Financial Group Inc9,440$1,011 06/30/2023
     IJJ9,440$1,011 06/30/2023
Financial Advisory Service Inc.9,395$1,007 06/30/2023
     IJJ9,395$1,007 06/30/2023
Keel Point LLC9,367$1,003 06/30/2023
     IJJ9,367$1,003 06/30/2023
First National Bank of South Miami9,317$998 06/30/2023
     IJJ9,317$998 06/30/2023
Global Retirement Partners LLC9,236$989 06/30/2023
     IJJ9,236$989 06/30/2023
Nwam LLC9,197$985 06/30/2023
     IJJ9,197$985 06/30/2023
U.S. Capital Wealth Advisors LLC9,064$971 06/30/2023
     IJJ9,064$971 06/30/2023
Matthew Goff Investment Advisor LLC10,012$970 06/30/2023
     IJJ10,012$970 06/30/2023
Savant Capital LLC8,978$962 06/30/2023
     IJJ8,978$962 06/30/2023
Anderson Hoagland & Co.8,966$961 06/30/2023
     IJJ8,966$961 06/30/2023
Cardiff Park Advisors LLC8,966$961 06/30/2023
     IJJ8,966$961 06/30/2023
TIAA FSB8,948$959 06/30/2023
     IJJ8,948$959 06/30/2023
Strategic Wealth Partners Group LLC8,859$949 06/30/2023
     IJJ8,859$949 06/30/2023
BDO Wealth Advisors LLC8,793$942 06/30/2023
     IJJ8,793$942 06/30/2023
Private Ocean LLC8,756$938 06/30/2023
     IJJ8,756$938 06/30/2023
Massmutual Trust Co. FSB ADV8,711$933 06/30/2023
     IJJ8,711$933 06/30/2023
First Citizens Bank & Trust Co.8,604$922 06/30/2023
     IJJ8,604$922 06/30/2023
Honkamp Krueger Financial Services Inc.8,553$916 06/30/2023
     IJJ8,553$916 06/30/2023
Sunbelt Securities Inc.8,399$900 06/30/2023
     IJJ8,399$900 06/30/2023
Bremer Bank National Association8,332$893 06/30/2023
     IJJ8,332$893 06/30/2023
KMG Fiduciary Partners LLC8,315$891 06/30/2023
     IJJ8,315$891 06/30/2023
Pinnacle Family Advisors LLC8,114$869 06/30/2023
     IJJ8,114$869 06/30/2023
Allegheny Financial Group LTD8,095$867 06/30/2023
     IJJ8,095$867 06/30/2023
National Wealth Management Group LLC7,875$864 06/30/2023
     IJJ7,875$864 06/30/2023
TAGStone Capital Inc.7,965$853 06/30/2023
     IJJ7,965$853 06/30/2023
Venture Visionary Partners LLC7,804$836 06/30/2023
     IJJ7,804$836 06/30/2023
Second Half Financial Partners LLC7,716$827 06/30/2023
     IJJ7,716$827 06/30/2023
Valley Forge Investment Consultants Inc. ADV7,675$822 06/30/2023
     IJJ7,675$822 06/30/2023
Thompson Investment Management Inc.7,655$820 06/30/2023
     IJJ7,655$820 06/30/2023
Colony Group LLC7,627$817 06/30/2023
     IJJ7,627$817 06/30/2023
Flow Traders U.S. LLC7,630$817 06/30/2023
     IJJ7,630$817 06/30/2023
Apollon Wealth Management LLC7,604$815 06/30/2023
     IJJ7,604$815 06/30/2023
Hancock Whitney Corp7,434$796 06/30/2023
     IJJ7,434$796 06/30/2023
MainStreet Investment Advisors LLC7,403$793 06/30/2023
     IJJ7,403$793 06/30/2023
LWS Wealth Advisors Inc.7,283$780 06/30/2023
     IJJ7,283$780 06/30/2023
Narwhal Capital Management6,925$742 06/30/2023
     IJJ6,925$742 06/30/2023
Ground Swell Capital LLC6,808$729 06/30/2023
     IJJ6,808$729 06/30/2023
Nemes Rush Group LLC6,765$725 06/30/2023
     IJJ6,765$725 06/30/2023
Hazlett Burt & Watson Inc.6,741$722 06/30/2023
     IJJ6,741$722 06/30/2023
Rodgers & Associates LTD6,738$722 06/30/2023
     IJJ6,738$722 06/30/2023
Meridian Investment Counsel Inc.6,648$712 06/30/2023
     IJJ6,648$712 06/30/2023
EP Wealth Advisors LLC4,027$712 06/30/2023
     IJJ4,027$712 06/30/2023
Griffin Asset Management Inc.6,537$700 06/30/2023
     IJJ6,537$700 06/30/2023
Harbour Capital Advisors LLC6,450$694 06/30/2023
     IJJ6,450$694 06/30/2023
ERTS Wealth Advisors LLC6,390$685 06/30/2023
     IJJ6,390$685 06/30/2023
Thomasville National Bank6,372$683 06/30/2023
     IJJ6,372$683 06/30/2023
Global Trust Asset Management LLC6,379$683 06/30/2023
     IJJ6,379$683 06/30/2023
Kohmann Bosshard Financial Services LLC6,350$680 06/30/2023
     IJJ6,350$680 06/30/2023
Robertson Stephens Wealth Management LLC6,325$678 06/30/2023
     IJJ6,325$678 06/30/2023
Perfromance Wealth Partners LLC6,308$673 06/30/2023
     IJJ6,308$673 06/30/2023
Citizens Financial Group Inc RI6,259$671 06/30/2023
     IJJ6,259$671 06/30/2023
Franklin Resources Inc.6,184$662 06/30/2023
     IJJ6,184$662 06/30/2023
WNY Asset Management LLC6,176$662 06/30/2023
     IJJ6,176$662 06/30/2023
Synovus Financial Corp6,108$654 06/30/2023
     IJJ6,108$654 06/30/2023
BancorpSouth Bank6,037$647 06/30/2023
     IJJ6,037$647 06/30/2023
Elwood & Goetz Wealth Advisory Group LLC5,984$641 06/30/2023
     IJJ5,984$641 06/30/2023
Dubuque Bank & Trust5,845$626 06/30/2023
     IJJ5,845$626 06/30/2023
Vanguard Group Inc.5,834$625 06/30/2023
     IJJ5,834$625 06/30/2023
Independence Bank of Kentucky5,828$624 06/30/2023
     IJJ5,828$624 06/30/2023
Davidson Trust Co.5,808$622 06/30/2023
     IJJ5,808$622 06/30/2023
Harbor Investment Advisory LLC5,663$607 06/30/2023
     IJJ5,663$607 06/30/2023
AWM Capital LLC5,634$604 06/30/2023
     IJJ5,634$604 06/30/2023
CIBC Private Wealth Group LLC5,598$600 06/30/2023
     IJJ5,598$600 06/30/2023
Sequoia Financial Advisors LLC5,590$599 06/30/2023
     IJJ5,590$599 06/30/2023
MONECO Advisors LLC5,557$595 06/30/2023
     IJJ5,557$595 06/30/2023
Perigon Wealth Management LLC5,506$590 06/30/2023
     IJJ5,506$590 06/30/2023
Total Wealth Planning LLC5,478$587 06/30/2023
     IJJ5,478$587 06/30/2023
Private Capital Management LLC5,456$585 06/30/2023
     IJJ5,456$585 06/30/2023
Alliancebernstein L.P.5,407$579 06/30/2023
     IJJ5,407$579 06/30/2023
Creative Financial Designs Inc. ADV5,365$575 06/30/2023
     IJJ5,365$575 06/30/2023
Montecito Bank & Trust5,370$575 06/30/2023
     IJJ5,370$575 06/30/2023
Clearstead Advisors LLC5,319$570 06/30/2023
     IJJ5,319$570 06/30/2023
GWM Advisors LLC5,319$570 06/30/2023
     IJJ5,319$570 06/30/2023
Putnam FL Investment Management Co.5,305$568 06/30/2023
     IJJ5,305$568 06/30/2023
Saxon Interests Inc.5,292$567 06/30/2023
     IJJ5,292$567 06/30/2023
Aspiriant LLC5,260$564 06/30/2023
     IJJ5,260$564 06/30/2023
MMA Asset Management LLC5,259$563 06/30/2023
     IJJ5,259$563 06/30/2023
M Holdings Securities Inc.5,440$559 03/31/2023
     IJJ5,440$559 03/31/2023
JMG Financial Group Ltd.5,202$557 06/30/2023
     IJJ5,202$557 06/30/2023
Cambridge Advisors Inc.5,201$557 06/30/2023
     IJJ5,201$557 06/30/2023
Beacon Pointe Advisors LLC5,194$556 06/30/2023
     IJJ5,194$556 06/30/2023
Blackston Financial Advisory Group LLC5,134$550 06/30/2023
     IJJ5,134$550 06/30/2023
Alaska Permanent Capital Management5,128$549 06/30/2023
     IJJ5,128$549 06/30/2023
Cetera Advisors LLC5,071$543 06/30/2023
     IJJ5,071$543 06/30/2023
First Citizens Asset Management Inc.5,016$537 06/30/2023
     IJJ5,016$537 06/30/2023
Fidelis Capital Partners LLC4,936$529 06/30/2023
     IJJ4,936$529 06/30/2023
Wedbush Securities Inc.4,921$527 06/30/2023
     IJJ4,921$527 06/30/2023
Fiduciary Alliance LLC4,889$524 06/30/2023
     IJJ4,889$524 06/30/2023
Lodestar Private Asset Management LLC4,828$517 06/30/2023
     IJJ4,828$517 06/30/2023
Cornerstone Wealth Management LLC4,797$514 06/30/2023
     IJJ4,797$514 06/30/2023
Prime Capital Investment Advisors LLC4,756$510 06/30/2023
     IJJ4,756$510 06/30/2023
Beaumont Financial Advisors LLC4,715$505 06/30/2023
     IJJ4,715$505 06/30/2023
Cobblestone Capital Advisors LLC NY4,709$504 06/30/2023
     IJJ4,709$504 06/30/2023
CWM LLC4,702$504 06/30/2023
     IJJ4,702$504 06/30/2023
Cookson Peirce & Co. Inc.4,680$501 06/30/2023
     IJJ4,680$501 06/30/2023
JNB Advisors LLC4,663$500 06/30/2023
     IJJ4,663$500 06/30/2023
Clifford Swan Investment Counsel LLC4,587$491 06/30/2023
     IJJ4,587$491 06/30/2023
Brookstone Capital Management4,587$489 06/30/2023
     IJJ4,587$489 06/30/2023
Bailard Inc.4,506$483 06/30/2023
     IJJ4,506$483 06/30/2023
Schaper Benz & Wise Investment Counsel Inc. WI4,502$482 06/30/2023
     IJJ4,502$482 06/30/2023
National Asset Management Inc.4,468$479 06/30/2023
     IJJ4,468$479 06/30/2023
Sigma Investment Counselors Inc.4,444$476 06/30/2023
     IJJ4,444$476 06/30/2023
Schneider Downs Wealth Management Advisors LP4,361$467 06/30/2023
     IJJ4,361$467 06/30/2023
Ten Capital Wealth Advisors LLC4,350$466 06/30/2023
     IJJ4,350$466 06/30/2023
Private Trust Co. NA4,320$463 06/30/2023
     IJJ4,320$463 06/30/2023
IFP Advisors Inc4,319$463 06/30/2023
     IJJ4,319$463 06/30/2023
Murphy Middleton Hinkle & Parker Inc.4,271$458 06/30/2023
     IJJ4,271$458 06/30/2023
Gladstone Institutional Advisory LLC4,269$457 06/30/2023
     IJJ4,269$457 06/30/2023
Stock Yards Bank & Trust Co.4,254$456 06/30/2023
     IJJ4,254$456 06/30/2023
Great Valley Advisor Group Inc.4,207$451 06/30/2023
     IJJ4,207$451 06/30/2023
MV Capital Management Inc.4,171$447 06/30/2023
     IJJ4,171$447 06/30/2023
SeaCrest Wealth Management LLC4,173$447 06/30/2023
     IJJ4,173$447 06/30/2023
EPG Wealth Management LLC4,162$446 06/30/2023
     IJJ4,162$446 06/30/2023
PFG Advisors4,158$445 06/30/2023
     IJJ4,158$445 06/30/2023
Alpha Financial Advisors LLC4,134$443 06/30/2023
     IJJ4,134$443 06/30/2023
Country Club Bank GFN4,065$433 06/30/2023
     IJJ4,065$433 06/30/2023
Weil Company Inc.4,019$431 06/30/2023
     IJJ4,019$431 06/30/2023
IFG Advisors LLC4,005$429 06/30/2023
     IJJ4,005$429 06/30/2023
Mystic Asset Management Inc.4,000$429 06/30/2023
     IJJ4,000$429 06/30/2023
Bradley Foster & Sargent Inc. CT3,999$428 06/30/2023
     IJJ3,999$428 06/30/2023
Ironsides Asset Advisors LLC4,000$428 06/30/2023
     IJJ4,000$428 06/30/2023
FRG Family Wealth Advisors LLC3,922$420 06/30/2023
     IJJ3,922$420 06/30/2023
Presilium Private Wealth LLC3,918$420 06/30/2023
     IJJ3,918$420 06/30/2023
Townsquare Capital LLC4,036$415 03/31/2023
     IJJ4,036$415 03/31/2023
Callan Family Office LLC3,862$414 06/30/2023
     IJJ3,862$414 06/30/2023
Financial Alternatives Inc3,806$408 06/30/2023
     IJJ3,806$408 06/30/2023
Kanawha Capital Management LLC3,798$407 06/30/2023
     IJJ3,798$407 06/30/2023
FC Advisory LLC3,799$407 06/30/2023
     IJJ3,799$407 06/30/2023
Stephens Inc. AR3,745$401 06/30/2023
     IJJ3,745$401 06/30/2023
Close Asset Management Ltd3,741$401 06/30/2023
     IJJ3,741$401 06/30/2023
Norwood Financial Corp3,702$397 06/30/2023
     IJJ3,702$397 06/30/2023
Green Harvest Asset Management LLC3,700$396 06/30/2023
     IJJ3,700$396 06/30/2023
J.W. Cole Advisors Inc.3,679$394 06/30/2023
     IJJ3,679$394 06/30/2023
South State CORP.3,620$388 06/30/2023
     IJJ3,620$388 06/30/2023
Ritter Daniher Financial Advisory LLC DE3,614$387 06/30/2023
     IJJ3,614$387 06/30/2023
Reynders McVeigh Capital Management LLC3,600$386 06/30/2023
     IJJ3,600$386 06/30/2023
Foster & Motley Inc.3,540$379 06/30/2023
     IJJ3,540$379 06/30/2023
Burke & Herbert Bank & Trust Co.3,532$378 06/30/2023
     IJJ3,532$378 06/30/2023
IHT Wealth Management LLC3,511$376 06/30/2023
     IJJ3,511$376 06/30/2023
Wescott Financial Advisory Group LLC3,508$376 06/30/2023
     IJJ3,508$376 06/30/2023
Goldstein Advisors LLC3,420$366 06/30/2023
     IJJ3,420$366 06/30/2023
Empower Advisory Group LLC3,409$365 06/30/2023
     IJJ3,409$365 06/30/2023
Romano Brothers AND Company3,395$364 06/30/2023
     IJJ3,395$364 06/30/2023
Kwmg LLC3,398$364 06/30/2023
     IJJ3,398$364 06/30/2023
Wealthcare Advisory Partners LLC3,394$364 06/30/2023
     IJJ3,394$364 06/30/2023
Trust Co. of Vermont3,376$362 06/30/2023
     IJJ3,376$362 06/30/2023
Meridian Wealth Management LLC3,371$361 06/30/2023
     IJJ3,371$361 06/30/2023
Eagle Strategies LLC3,366$361 06/30/2023
     IJJ3,366$361 06/30/2023
Main Street Financial Solutions LLC3,357$360 06/30/2023
     IJJ3,357$360 06/30/2023
Encompass Wealth Advisors LLC3,345$358 06/30/2023
     IJJ3,345$358 06/30/2023
Independent Advisor Alliance3,290$352 06/30/2023
     IJJ3,290$352 06/30/2023
Arthur M. Cohen & Associates LLC3,280$351 06/30/2023
     IJJ3,280$351 06/30/2023
Washington Trust Bank3,270$350 06/30/2023
     IJJ3,270$350 06/30/2023
Mechanics Bank Trust Department3,268$350 06/30/2023
     IJJ3,268$350 06/30/2023
DAVENPORT & Co LLC3,235$347 06/30/2023
     IJJ3,235$347 06/30/2023
Pettyjohn Wood & White Inc.3,240$347 06/30/2023
     IJJ3,240$347 06/30/2023
Brighton Jones LLC3,228$346 06/30/2023
     IJJ3,228$346 06/30/2023
LaSalle St. Investment Advisors LLC3,228$345 06/30/2023
     IJJ3,228$345 06/30/2023
Sage Financial Group Inc.3,215$344 06/30/2023
     IJJ3,215$344 06/30/2023
First Commonwealth Financial Corp PA 3,198$343 06/30/2023
     IJJ3,198$343 06/30/2023
Endurance Wealth Management Inc.3,202$343 06/30/2023
     IJJ3,202$343 06/30/2023
Heartwood Wealth Advisors LLC3,194$342 06/30/2023
     IJJ3,194$342 06/30/2023
Resource Consulting Group Inc.3,174$340 06/30/2023
     IJJ3,174$340 06/30/2023
Capital Square LLC3,164$339 06/30/2023
     IJJ3,164$339 06/30/2023
Strategic Blueprint LLC3,298$339 03/31/2023
     IJJ3,298$339 03/31/2023
Independent Family Office LLC3,100$332 06/30/2023
     IJJ3,100$332 06/30/2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA3,005$322 06/30/2023
     IJJ3,005$322 06/30/2023
Fiduciary Trust Co.2,980$319 06/30/2023
     IJJ2,980$319 06/30/2023
Mayflower Financial Advisors LLC2,922$313 06/30/2023
     IJJ2,922$313 06/30/2023
BlackRock Inc.2,913$312 06/30/2023
     IJJ2,913$312 06/30/2023
Argent Trust Co2,871$308 06/30/2023
     IJJ2,871$308 06/30/2023
Veritable L.P.2,864$307 06/30/2023
     IJJ2,864$307 06/30/2023
Wealthsource Partners LLC2,847$305 06/30/2023
     IJJ2,847$305 06/30/2023
West Chester Capital Advisors Inc.2,841$304 06/30/2023
     IJJ2,841$304 06/30/2023
Evergreen Capital Management LLC2,836$304 06/30/2023
     IJJ2,836$304 06/30/2023
Summit Financial Wealth Advisors LLC2,834$304 06/30/2023
     IJJ2,834$304 06/30/2023
Transform Wealth LLC2,828$303 06/30/2023
     IJJ2,828$303 06/30/2023
CRA Financial Services LLC2,827$303 06/30/2023
     IJJ2,827$303 06/30/2023
Holland Advisory Services Inc.2,811$301 06/30/2023
     IJJ2,811$301 06/30/2023
Bridges Investment Management Inc.2,789$299 06/30/2023
     IJJ2,789$299 06/30/2023
Parkside Financial Bank & Trust2,778$298 06/30/2023
     IJJ2,778$298 06/30/2023
Collective Family Office LLC2,775$297 06/30/2023
     IJJ2,775$297 06/30/2023
Integrated Wealth Concepts LLC2,749$295 06/30/2023
     IJJ2,749$295 06/30/2023
Mattern Wealth Management LLC2,719$291 06/30/2023
     IJJ2,719$291 06/30/2023
Hilltop Holdings Inc.2,710$290 06/30/2023
     IJJ2,710$290 06/30/2023
Wesbanco Bank Inc.2,694$289 06/30/2023
     IJJ2,694$289 06/30/2023
Arkadios Wealth Advisors2,697$289 06/30/2023
     IJJ2,697$289 06/30/2023
MKT Advisors LLC2,600$289 06/30/2023
     IJJ2,600$289 06/30/2023
Moneywise Inc.2,689$288 06/30/2023
     IJJ2,689$288 06/30/2023
David J Yvars Group2,700$288 06/30/2023
     IJJ2,700$288 06/30/2023
Lyell Wealth Management LP2,675$287 06/30/2023
     IJJ2,675$287 06/30/2023
Advisors Management Group Inc. ADV2,670$286 06/30/2023
     IJJ2,670$286 06/30/2023
Vickerman Investment Advisors Inc.2,668$286 06/30/2023
     IJJ2,668$286 06/30/2023
Transparent Wealth Partners LLC2,761$284 03/31/2023
     IJJ2,761$284 03/31/2023
First National Bank & Trust Co. of Newtown2,645$283 06/30/2023
     IJJ2,645$283 06/30/2023
PBMares Wealth Management LLC2,628$282 06/30/2023
     IJJ2,628$282 06/30/2023
Retirement Planning Co of New England Inc.2,620$281 06/30/2023
     IJJ2,620$281 06/30/2023
Boston Private Wealth LLC2,610$280 06/30/2023
     IJJ2,610$280 06/30/2023
Insight Advisors LLC PA2,566$275 06/30/2023
     IJJ2,566$275 06/30/2023
Abner Herrman & Brock LLC2,500$268 06/30/2023
     IJJ2,500$268 06/30/2023
Professional Financial Advisors LLC2,496$267 06/30/2023
     IJJ2,496$267 06/30/2023
Sunesis Advisors LLC2,596$267 03/31/2023
     IJJ2,596$267 03/31/2023
Charles Schwab Trust Co2,700$265 06/30/2023
     IJJ2,700$265 06/30/2023
Rockwood Wealth Management LLC2,473$265 06/30/2023
     IJJ2,473$265 06/30/2023
Charter Trust Co.2,449$262 06/30/2023
     IJJ2,449$262 06/30/2023
Haverford Trust Co.2,435$261 06/30/2023
     IJJ2,435$261 06/30/2023
Confluence Wealth Services Inc.2,424$260 06/30/2023
     IJJ2,424$260 06/30/2023
Cambridge Trust Co.2,419$259 06/30/2023
     IJJ2,419$259 06/30/2023
Baron Silver Stevens Financial Advisors LLC2,420$259 06/30/2023
     IJJ2,420$259 06/30/2023
Frank Rimerman Advisors LLC2,412$258 06/30/2023
     IJJ2,412$258 06/30/2023
KCM Investment Advisors LLC2,390$256 06/30/2023
     IJJ2,390$256 06/30/2023
Brown Advisory Inc.2,389$256 06/30/2023
     IJJ2,389$256 06/30/2023
Heritage Investors Management Corp2,380$255 06/30/2023
     IJJ2,380$255 06/30/2023
West Bancorporation Inc.2,371$254 06/30/2023
     IJJ2,371$254 06/30/2023
Valley National Advisers Inc.2,338$251 06/30/2023
     IJJ2,338$251 06/30/2023
Adviser Investments LLC2,333$250 06/30/2023
     IJJ2,333$250 06/30/2023
Kestra Private Wealth Services LLC2,318$248 06/30/2023
     IJJ2,318$248 06/30/2023
Clientfirst Wealth Management LLC2,258$247 06/30/2023
     IJJ2,258$247 06/30/2023
Mather Group LLC.2,301$246 06/30/2023
     IJJ2,301$246 06/30/2023
BKD Wealth Advisors LLC2,277$244 06/30/2023
     IJJ2,277$244 06/30/2023
Live Oak Private Wealth LLC2,279$244 06/30/2023
     IJJ2,279$244 06/30/2023
Laidlaw Wealth Management LLC2,255$242 06/30/2023
     IJJ2,255$242 06/30/2023
Bank of New Hampshire2,257$242 06/30/2023
     IJJ2,257$242 06/30/2023
Zhang Financial LLC2,253$241 06/30/2023
     IJJ2,253$241 06/30/2023
Patriot Investment Management Inc.2,245$240 06/30/2023
     IJJ2,245$240 06/30/2023
International Assets Investment Management LLC2,200$236 06/30/2023
     IJJ2,200$236 06/30/2023
Wealth Enhancement Advisory Services LLC2,188$234 06/30/2023
     IJJ2,188$234 06/30/2023
Harbour Investments Inc.2,174$233 06/30/2023
     IJJ2,174$233 06/30/2023
Arete Wealth Advisors LLC2,156$231 06/30/2023
     IJJ2,156$231 06/30/2023
IMS Capital Management2,146$230 06/30/2023
     IJJ2,146$230 06/30/2023
Buttonwood Financial Advisors Inc.2,147$230 06/30/2023
     IJJ2,147$230 06/30/2023
Petra Financial Advisors Inc.2,150$230 06/30/2023
     IJJ2,150$230 06/30/2023
Wealthcare Capital Management LLC2,141$229 06/30/2023
     IJJ2,141$229 06/30/2023
HMS Capital Management LLC2,124$228 06/30/2023
     IJJ2,124$228 06/30/2023
Two Sigma Securities LLC2,116$227 06/30/2023
     IJJ2,116$227 06/30/2023
Waldron Private Wealth LLC2,126$227 06/30/2023
     IJJ2,126$227 06/30/2023
Motco2,105$226 06/30/2023
     IJJ2,105$226 06/30/2023
Community Bank & Trust Waco Texas2,098$225 06/30/2023
     IJJ2,098$225 06/30/2023
Proequities Inc.2,090$224 06/30/2023
     IJJ2,090$224 06/30/2023
Key Financial Inc2,092$224 06/30/2023
     IJJ2,092$224 06/30/2023
Consolidated Planning Corp2,090$224 06/30/2023
     IJJ2,090$224 06/30/2023
Carnegie Capital Asset Management LLC2,078$223 06/30/2023
     IJJ2,078$223 06/30/2023
Accredited Investors Inc.2,074$222 06/30/2023
     IJJ2,074$222 06/30/2023
Fayez Sarofim & Co2,060$221 06/30/2023
     IJJ2,060$221 06/30/2023
Western Wealth Management LLC2,053$220 06/30/2023
     IJJ2,053$220 06/30/2023
Eclectic Associates Inc. ADV2,046$219 06/30/2023
     IJJ2,046$219 06/30/2023
Dynamic Advisor Solutions LLC2,047$219 06/30/2023
     IJJ2,047$219 06/30/2023
Pacific Sun Financial Corp2,110$217 06/30/2023
     IJJ2,110$217 06/30/2023
TNF LLC2,024$217 06/30/2023
     IJJ2,024$217 06/30/2023
Clear Creek Financial Management LLC2,013$216 06/30/2023
     IJJ2,013$216 06/30/2023
Appleton Partners Inc. MA2,012$215 06/30/2023
     IJJ2,012$215 06/30/2023
Thompson Siegel & Walmsley LLC1,998$214 06/30/2023
     IJJ1,998$214 06/30/2023
Peapack Gladstone Financial Corp2,000$214 06/30/2023
     IJJ2,000$214 06/30/2023
Mascoma Wealth Management LLC1,953$214 06/30/2023
     IJJ1,953$214 06/30/2023
Stratos Wealth Advisors LLC1,996$214 06/30/2023
     IJJ1,996$214 06/30/2023
Chapin Davis Inc.1,992$213 06/30/2023
     IJJ1,992$213 06/30/2023
Aprio Wealth Management LLC1,988$213 06/30/2023
     IJJ1,988$213 06/30/2023
McGlone Suttner Wealth Management Inc.1,979$212 06/30/2023
     IJJ1,979$212 06/30/2023
Boston Financial Mangement LLC1,948$209 06/30/2023
     IJJ1,948$209 06/30/2023
MBL Wealth LLC1,950$209 06/30/2023
     IJJ1,950$209 06/30/2023
Relaxing Retirement Coach1,940$208 06/30/2023
     IJJ1,940$208 06/30/2023
Ruggaard & Associates LLC1,942$208 06/30/2023
     IJJ1,942$208 06/30/2023
Portland Global Advisors LLC1,934$207 06/30/2023
     IJJ1,934$207 06/30/2023
Davis R M Inc.1,923$206 06/30/2023
     IJJ1,923$206 06/30/2023
Revolve Wealth Partners LLC1,919$206 06/30/2023
     IJJ1,919$206 06/30/2023
Mission Wealth Management LP1,913$205 06/30/2023
     IJJ1,913$205 06/30/2023
Klaas Financial Asset Advisors LLC1,870$200 06/30/2023
     IJJ1,870$200 06/30/2023
Householder Group Estate & Retirement Specialist LLC1,874$193 03/31/2023
     IJJ1,874$193 03/31/2023
Sandy Spring Bank1,673$179 06/30/2023
     IJJ1,673$179 06/30/2023
National Bank of Canada FI1,634$175 06/30/2023
     IJJ1,634$175 06/30/2023
HM Payson & Co.1,519$163 06/30/2023
     IJJ1,519$163 06/30/2023
Front Row Advisors LLC1,508$162 06/30/2023
     IJJ1,508$162 06/30/2023
Gables Capital Management Inc.1,500$161 06/30/2023
     IJJ1,500$161 06/30/2023
JTC Employer Solutions Trusteee Ltd1,496$160 06/30/2023
     IJJ1,496$160 06/30/2023
Macroview Investment Management LLC1,459$156 06/30/2023
     IJJ1,459$156 06/30/2023
Bromfield Sneider Wealth Advisors1,440$154 06/30/2023
     IJJ1,440$154 06/30/2023
Smithfield Trust Co.1,422$152 06/30/2023
     IJJ1,422$152 06/30/2023
WealthPLAN Partners LLC1,403$150 06/30/2023
     IJJ1,403$150 06/30/2023
Signaturefd LLC1,379$148 06/30/2023
     IJJ1,379$148 06/30/2023
Jackson Grant Investment Advisers Inc.1,371$147 06/30/2023
     IJJ1,371$147 06/30/2023
Sage Mountain Advisors LLC1,338$143 06/30/2023
     IJJ1,338$143 06/30/2023
Grove Bank & Trust1,285$138 06/30/2023
     IJJ1,285$138 06/30/2023
Quadrant Capital Group LLC1,234$132 06/30/2023
     IJJ1,234$132 06/30/2023
TFC Financial Management1,197$128 06/30/2023
     IJJ1,197$128 06/30/2023
Legacy Bridge LLC1,185$127 06/30/2023
     IJJ1,185$127 06/30/2023
Bogart Wealth LLC1,165$125 06/30/2023
     IJJ1,165$125 06/30/2023
Mechanics Financial Corp1,146$123 06/30/2023
     IJJ1,146$123 06/30/2023
AlphaCore Capital LLC1,139$122 06/30/2023
     IJJ1,139$122 06/30/2023
Baker Avenue Asset Management LP1,092$117 06/30/2023
     IJJ1,092$117 06/30/2023
Benjamin F. Edwards & Company Inc.1,075$115 06/30/2023
     IJJ1,075$115 06/30/2023
BOK Financial Private Wealth Inc.1,060$114 06/30/2023
     IJJ1,060$114 06/30/2023
Russell Investments Group Ltd.1,030$110 06/30/2023
     IJJ1,030$110 06/30/2023
Laurel Wealth Advisors LLC1,015$109 06/30/2023
     IJJ1,015$109 06/30/2023
Concord Wealth Partners1,005$108 06/30/2023
     IJJ1,005$108 06/30/2023
Parallel Advisors LLC974$104 06/30/2023
     IJJ974$104 06/30/2023
Kayne Anderson Rudnick Investment Management LLC944$101 06/30/2023
     IJJ944$101 06/30/2023
Ronald Blue Trust Inc.986$101 06/30/2023
     IJJ986$101 06/30/2023
Albion Financial Group UT900$96 06/30/2023
     IJJ900$96 06/30/2023
Salem Investment Counselors Inc.862$92 06/30/2023
     IJJ862$92 06/30/2023
Disciplined Investments LLC855$92 06/30/2023
     IJJ855$92 06/30/2023
Balentine LLC854$91 06/30/2023
     IJJ854$91 06/30/2023
S.A. Mason LLC880$90 06/30/2023
     IJJ880$90 06/30/2023
PCA Investment Advisory Services Inc.843$90 06/30/2023
     IJJ843$90 06/30/2023
Choate Investment Advisors830$89 06/30/2023
     IJJ830$89 06/30/2023
Dividend Assets Capital LLC826$88 06/30/2023
     IJJ826$88 06/30/2023
Plante Moran Financial Advisors LLC799$86 06/30/2023
     IJJ799$86 06/30/2023
Prostatis Group LLC13,117$86 06/30/2023
     IJJ13,117$86 06/30/2023
ORG Partners LLC797$86 06/30/2023
     IJJ797$86 06/30/2023
Geneos Wealth Management Inc.779$83 06/30/2023
     IJJ779$83 06/30/2023
Lindbrook Capital LLC756$81 06/30/2023
     IJJ756$81 06/30/2023
Ballast Advisors LLC750$80 06/30/2023
     IJJ750$80 06/30/2023
Townsend Asset Management Corp NC ADV725$78 06/30/2023
     IJJ725$78 06/30/2023
First Command Advisory Services Inc.730$78 06/30/2023
     IJJ730$78 06/30/2023
Coastal Investment Advisors Inc.728$78 06/30/2023
     IJJ728$78 06/30/2023
Tsfg LLC725$78 06/30/2023
     IJJ725$78 06/30/2023
Ahrens Investment Partners LLC749$77 03/31/2023
     IJJ749$77 03/31/2023
Capital Investment Advisory Services LLC695$74 06/30/2023
     IJJ695$74 06/30/2023
Northwest Bank & Trust Co676$72 06/30/2023
     IJJ676$72 06/30/2023
Milestone Investment Advisors LLC669$72 06/30/2023
     IJJ669$72 06/30/2023
Kistler Tiffany Companies LLC667$71 06/30/2023
     IJJ667$71 06/30/2023
Center for Financial Planning Inc.660$71 06/30/2023
     IJJ660$71 06/30/2023
Western Pacific Wealth Management LP667$71 06/30/2023
     IJJ667$71 06/30/2023
Tortoise Investment Management LLC656$70 06/30/2023
     IJJ656$70 06/30/2023
Cary Street Partners Investment Advisory LLC620$66 06/30/2023
     IJJ620$66 06/30/2023
Aptus Capital Advisors LLC608$65 06/30/2023
     IJJ608$65 06/30/2023
Resurgent Financial Advisors LLC609$65 06/30/2023
     IJJ609$65 06/30/2023
City Holding Co.590$63 06/30/2023
     IJJ590$63 06/30/2023
Larson Financial Group LLC589$63 06/30/2023
     IJJ589$63 06/30/2023
American National Bank582$62 06/30/2023
     IJJ582$62 06/30/2023
EverSource Wealth Advisors LLC555$59 06/30/2023
     IJJ555$59 06/30/2023
Rice Partnership LLC528$57 06/30/2023
     IJJ528$57 06/30/2023
Carmichael Hill & Associates Inc.513$55 06/30/2023
     IJJ513$55 06/30/2023
RE Dickinson Investment Advisors LLC515$55 06/30/2023
     IJJ515$55 06/30/2023
Union Savings Bank490$55 06/30/2023
     IJJ490$55 06/30/2023
Armstrong Advisory Group Inc.506$54 06/30/2023
     IJJ506$54 06/30/2023
Farmers & Merchants Trust Co of Chambersburg PA494$53 06/30/2023
     IJJ494$53 06/30/2023
Piscataqua Savings Bank474$51 06/30/2023
     IJJ474$51 06/30/2023
Level Financial Advisors Inc.416$45 06/30/2023
     IJJ416$45 06/30/2023
Stephenson National Bank & Trust400$43 06/30/2023
     IJJ400$43 06/30/2023
Advisors Preferred LLC382$41 06/30/2023
     IJJ382$41 06/30/2023
Founders Financial Alliance LLC364$39 06/30/2023
     IJJ364$39 06/30/2023
Mendota Financial Group LLC360$39 06/30/2023
     IJJ360$39 06/30/2023
West Branch Capital LLC359$38 06/30/2023
     IJJ359$38 06/30/2023
Atlantic Trust LLC352$37 06/30/2023
     IJJ352$37 06/30/2023
Oxford Financial Group Ltd.325$35 06/30/2023
     IJJ325$35 06/30/2023
ZRC Wealth Management LLC304$33 06/30/2023
     IJJ304$33 06/30/2023
CENTRAL TRUST Co300$32 06/30/2023
     IJJ300$32 06/30/2023
Chilton Capital Management LLC300$32 06/30/2023
     IJJ300$32 06/30/2023
Oakworth Capital Inc.300$32 06/30/2023
     IJJ300$32 06/30/2023
Princeton Global Asset Management LLC300$32 06/30/2023
     IJJ300$32 06/30/2023
Colonial Trust Advisors289$31 06/30/2023
     IJJ289$31 06/30/2023
Zions Bancorporation N.A.290$31 06/30/2023
     IJJ290$31 06/30/2023
BerganKDV Wealth Management LLC277$30 06/30/2023
     IJJ277$30 06/30/2023
Central Bank & Trust Co.270$29 06/30/2023
     IJJ270$29 06/30/2023
Founders Capital Management232$25 06/30/2023
     IJJ232$25 06/30/2023
GPS Wealth Strategies Group LLC231$25 06/30/2023
     IJJ231$25 06/30/2023
Farther Finance Advisors LLC237$25 06/30/2023
     IJJ237$25 06/30/2023
Pacific Center for Financial Services220$24 06/30/2023
     IJJ220$24 06/30/2023
North Star Investment Management Corp.217$23 06/30/2023
     IJJ217$23 06/30/2023
Perritt Capital Management Inc.200$21 06/30/2023
     IJJ200$21 06/30/2023
HWG Holdings LP198$21 06/30/2023
     IJJ198$21 06/30/2023
First PREMIER Bank192$21 06/30/2023
     IJJ192$21 06/30/2023
PSI Advisors LLC198$21 06/30/2023
     IJJ198$21 06/30/2023
Coppell Advisory Solutions LLC199$21 06/30/2023
     IJJ199$21 06/30/2023
OLD Second National Bank of Aurora176$19 06/30/2023
     IJJ176$19 06/30/2023
CoreFirst Bank & Trust176$19 06/30/2023
     IJJ176$19 06/30/2023
Sugarloaf Wealth Management LLC166$18 06/30/2023
     IJJ166$18 06/30/2023
Assetmark Inc.158$17 06/30/2023
     IJJ158$17 06/30/2023
Rain Capital Management LLC153$16 06/30/2023
     IJJ153$16 06/30/2023
Northwest Capital Management Inc154$16 06/30/2023
     IJJ154$16 06/30/2023
Sittner & Nelson LLC139$15 06/30/2023
     IJJ139$15 06/30/2023
Baldrige Asset Management LLC135$14 03/31/2023
     IJJ135$14 03/31/2023
Core Wealth Advisors Inc.111$12 06/30/2023
     IJJ111$12 06/30/2023
Earnest Partners LLC101$11 06/30/2023
     IJJ101$11 06/30/2023
Rhumbline Advisers100$11 06/30/2023
     IJJ100$11 06/30/2023
Newbridge Financial Services Group Inc.102$11 06/30/2023
     IJJ102$11 06/30/2023
Johnson Financial Group Inc.92$10 06/30/2023
     IJJ92$10 06/30/2023
FinTrust Capital Advisors LLC100$10 06/30/2023
     IJJ100$10 06/30/2023
Stephens Consulting LLC90$10 06/30/2023
     IJJ90$10 06/30/2023
Tompkins Financial Corp88$9 06/30/2023
     IJJ88$9 06/30/2023
Perkins Coie Trust Co85$9 06/30/2023
     IJJ85$9 06/30/2023
Rise Advisors LLC85$9 06/30/2023
     IJJ85$9 06/30/2023
Moisand Fitzgerald Tamayo LLC78$8 06/30/2023
     IJJ78$8 06/30/2023
Safeguard Financial LLC76$8 06/30/2023
     IJJ76$8 06/30/2023
M&R Capital Management Inc.65$7 06/30/2023
     IJJ65$7 06/30/2023
Tyler Stone Wealth Management62$7 06/30/2023
     IJJ62$7 06/30/2023
Qube Research & Technologies Ltd138$6 06/30/2023
     IJJ138$6 06/30/2023
HHM Wealth Advisors LLC53$6 06/30/2023
     IJJ53$6 06/30/2023
Brown Brothers Harriman & Co.46$5 06/30/2023
     IJJ46$5 06/30/2023
First Manhattan Co.44$5 06/30/2023
     IJJ44$5 06/30/2023
Resources Management Corp CT ADV50$5 06/30/2023
     IJJ50$5 06/30/2023
Financial Gravity Asset Management Inc.34$4 06/30/2023
     IJJ34$4 06/30/2023
O Shaughnessy Asset Management LLC25$3 06/30/2023
     IJJ25$3 06/30/2023
Horan Securities Inc.26$3 06/30/2023
     IJJ26$3 06/30/2023
Truvestments Capital LLC20$2 06/30/2023
     IJJ20$2 06/30/2023
Archer Investment Corp18$2 06/30/2023
     IJJ18$2 06/30/2023
Cutler Group LP $0 06/30/2023
     Call200$0 06/30/2023
HBC Financial Services PLLC2$0 06/30/2023
     IJJ2$0 06/30/2023

See Summary: Institutional Holders of IJJ
See Details: Top 10 Hedge Funds Holding IJJ
Also See: IJJ Holdings Changes

Quotes delayed 20 minutes

Email EnvelopeFree IJJ Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding IJJ | www.HoldingsChannel.com

Copyright © 2013 - 2023, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.