HoldingsChannel.com
Funds Holding ISTB
HolderAmountPosition Size
($ in 1000's)
 As of
Raymond James & Associates13,317,968$685,476 06/30/2020
     ISTB13,317,968$685,476 06/30/2020
Ameriprise Financial Inc.4,473,972$230,307 06/30/2020
     ISTB4,473,972$230,307 06/30/2020
Charles Schwab Investment Management Inc.3,144,944$161,870 06/30/2020
     ISTB3,144,944$161,870 06/30/2020
Bank of America Corp DE2,143,099$110,305 06/30/2020
     ISTB2,143,099$110,305 06/30/2020
Morgan Stanley1,435,027$73,861 06/30/2020
     ISTB1,435,027$73,861 06/30/2020
Citadel Advisors LLC1,213,414$62,454 06/30/2020
     ISTB1,213,414$62,454 06/30/2020
UBS Group AG1,200,707$61,800 06/30/2020
     ISTB1,200,707$61,800 06/30/2020
Spinnaker Trust1,196,835$61,600 06/30/2020
     ISTB1,196,835$61,600 06/30/2020
BlackRock Inc.1,166,919$60,061 06/30/2020
     ISTB1,166,919$60,061 06/30/2020
Raymond James Financial Services Advisors Inc.941,084$48,438 06/30/2020
     ISTB941,084$48,438 06/30/2020
Advisor Group Holdings Inc.800,856$41,221 06/30/2020
     ISTB800,856$41,221 06/30/2020
Stadion Money Management LLC764,668$39,357 06/30/2020
     ISTB764,668$39,357 06/30/2020
Mariner LLC713,490$36,723 06/30/2020
     ISTB713,490$36,723 06/30/2020
Divergent Wealth Advisors LLC685,466$35,281 06/30/2020
     ISTB685,466$35,281 06/30/2020
Symmetry Partners LLC669,604$34,465 06/30/2020
     ISTB669,604$34,465 06/30/2020
Envestnet Asset Management Inc.509,014$26,240 09/30/2020
     ISTB509,014$26,240 09/30/2020
Thrivent Financial for Lutherans418,106$21,114 06/30/2020
     ISTB418,106$21,114 06/30/2020
Destination Wealth Management409,940$21,100 06/30/2020
     ISTB409,940$21,100 06/30/2020
Mid Atlantic Financial Management Inc. ADV399,648$20,570 06/30/2020
     ISTB399,648$20,570 06/30/2020
Wells Fargo & Company MN387,073$19,923 06/30/2020
     ISTB387,073$19,923 06/30/2020
Royal Bank of Canada356,694$18,359 06/30/2020
     ISTB356,694$18,359 06/30/2020
Horan Capital Management355,306$18,316 09/30/2020
     ISTB355,306$18,316 09/30/2020
Capital Insight Partners LLC345,551$17,786 06/30/2020
     ISTB345,551$17,786 06/30/2020
Global Strategic Investment Solutions LLC342,573$17,660 09/30/2020
     ISTB342,573$17,660 09/30/2020
LPL Financial LLC338,921$17,444 06/30/2020
     ISTB338,921$17,444 06/30/2020
Jones Financial Companies Lllp326,390$16,799 06/30/2020
     ISTB326,390$16,799 06/30/2020
Hudson Capital Management LLC323,797$16,692 09/30/2020
     ISTB323,797$16,692 09/30/2020
Country Trust Bank293,830$15,147 09/30/2020
     ISTB293,830$15,147 09/30/2020
Courage Miller Partners LLC286,561$14,749 06/30/2020
     ISTB286,561$14,749 06/30/2020
Crestwood Advisors Group LLC271,207$13,981 09/30/2020
     ISTB271,207$13,981 09/30/2020
Old North State Trust LLC259,407$13,372 09/30/2020
     ISTB259,407$13,372 09/30/2020
Cambridge Investment Research Advisors Inc.246,644$12,695 06/30/2020
     ISTB246,644$12,695 06/30/2020
MML Investors Services LLC233,918$12,040 06/30/2020
     ISTB233,918$12,040 06/30/2020
Wealthquest Corp215,980$11,116 06/30/2020
     ISTB215,980$11,116 06/30/2020
Arkansas Financial Group Inc.214,730$11,052 06/30/2020
     ISTB214,730$11,052 06/30/2020
Phillips Financial Management LLC187,054$9,628 06/30/2020
     ISTB187,054$9,628 06/30/2020
Windsor Group LTD186,677$9,608 06/30/2020
     ISTB186,677$9,608 06/30/2020
Cetera Advisor Networks LLC184,035$9,472 06/30/2020
     ISTB184,035$9,472 06/30/2020
Steward Partners Investment Advisory LLC179,903$9,260 06/30/2020
     ISTB179,903$9,260 06/30/2020
Integrated Wealth Concepts LLC169,372$8,718 06/30/2020
     ISTB169,372$8,718 06/30/2020
Spectrum Asset Management Inc. NB CA 166,380$8,577 09/30/2020
     ISTB166,380$8,577 09/30/2020
Laurel Wealth Advisors Inc.165,684$8,528 06/30/2020
     ISTB165,684$8,528 06/30/2020
Private Advisor Group LLC160,862$8,280 06/30/2020
     ISTB160,862$8,280 06/30/2020
Abundance Wealth Counselors158,684$8,167 06/30/2020
     ISTB158,684$8,167 06/30/2020
Sawtooth Solutions LLC158,598$8,163 06/30/2020
     ISTB158,598$8,163 06/30/2020
Commonwealth Equity Services LLC155,907$8,024 06/30/2020
     ISTB155,907$8,024 06/30/2020
Baker Avenue Asset Management LP150,167$7,729 06/30/2020
     ISTB150,167$7,729 06/30/2020
Raymond James Trust N.A.143,662$7,405 09/30/2020
     ISTB143,662$7,405 09/30/2020
Cahaba Wealth Management Inc.142,255$7,347 06/30/2020
     ISTB142,255$7,347 06/30/2020
Sterling Investment Advisors LLC ADV134,296$6,923 09/30/2020
     ISTB134,296$6,923 09/30/2020
Bank of Montreal Can134,111$6,903 06/30/2020
     ISTB134,111$6,903 06/30/2020
Renaissance Technologies LLC133,000$6,846 06/30/2020
     ISTB133,000$6,846 06/30/2020
AE Wealth Management LLC131,742$6,781 06/30/2020
     ISTB131,742$6,781 06/30/2020
Brinker Capital Inc.125,737$6,472 06/30/2020
     ISTB125,737$6,472 06/30/2020
Hengehold Capital Management LLC125,293$6,449 06/30/2020
     ISTB125,293$6,449 06/30/2020
HighTower Advisors LLC121,915$6,267 06/30/2020
     ISTB121,915$6,267 06/30/2020
Clear Creek Financial Management LLC121,648$6,261 06/30/2020
     ISTB121,648$6,261 06/30/2020
United Capital Financial Advisers LLC120,812$6,218 06/30/2020
     ISTB120,812$6,218 06/30/2020
Cranbrook Wealth Management LLC116,984$6,021 06/30/2020
     ISTB116,984$6,021 06/30/2020
Carl P. Sherr & Co. LLC116,266$5,994 09/30/2020
     ISTB116,266$5,994 09/30/2020
Pittenger & Anderson Inc.110,685$5,697 06/30/2020
     ISTB110,685$5,697 06/30/2020
Transamerica Financial Advisors Inc.110,261$5,676 06/30/2020
     ISTB110,261$5,676 06/30/2020
Weaver Consulting Group106,393$5,476 06/30/2020
     ISTB106,393$5,476 06/30/2020
JPMorgan Chase & Co.106,192$5,465 06/30/2020
     ISTB106,192$5,465 06/30/2020
Mutual Advisors LLC105,277$5,419 06/30/2020
     ISTB105,277$5,419 06/30/2020
Carroll Financial Associates Inc.103,811$5,351 09/30/2020
     ISTB103,811$5,351 09/30/2020
Providence First Trust Co102,478$5,275 06/30/2020
     ISTB102,478$5,275 06/30/2020
OLD Mission Capital LLC93,251$4,800 06/30/2020
     ISTB93,251$4,800 06/30/2020
Creative Financial Designs Inc. ADV92,080$4,747 09/30/2020
     ISTB92,080$4,747 09/30/2020
Rowland Carmichael Advisors Inc. ADV91,045$4,686 06/30/2020
     ISTB91,045$4,686 06/30/2020
F3Logic LLC86,708$4,434 06/30/2020
     ISTB86,708$4,434 06/30/2020
Ironwood Investment Counsel LLC84,463$4,347 06/30/2020
     ISTB84,463$4,347 06/30/2020
Stratos Wealth Partners LTD.84,289$4,338 06/30/2020
     ISTB84,289$4,338 06/30/2020
Sigma Planning Corp73,328$3,774 06/30/2020
     ISTB73,328$3,774 06/30/2020
AJ Wealth Strategies LLC72,607$3,737 06/30/2020
     ISTB72,607$3,737 06/30/2020
Madrona Financial Services LLC71,079$3,658 06/30/2020
     ISTB71,079$3,658 06/30/2020
Advisory Services Network LLC68,994$3,551 06/30/2020
     ISTB68,994$3,551 06/30/2020
Susquehanna International Group LLP68,849$3,544 06/30/2020
     ISTB68,849$3,544 06/30/2020
Savant Capital LLC68,417$3,521 06/30/2020
     ISTB68,417$3,521 06/30/2020
First PREMIER Bank65,945$3,399 09/30/2020
     ISTB65,945$3,399 09/30/2020
Danda Trouve Investment Management Inc.65,330$3,363 06/30/2020
     ISTB65,330$3,363 06/30/2020
LWS Wealth Advisors Inc.64,147$3,302 06/30/2020
     ISTB64,147$3,302 06/30/2020
PNC Financial Services Group Inc.62,805$3,233 06/30/2020
     ISTB62,805$3,233 06/30/2020
Omega Financial Group LLC62,509$3,222 09/30/2020
     ISTB62,509$3,222 09/30/2020
Hilltop Holdings Inc.61,508$3,165 06/30/2020
     ISTB61,508$3,165 06/30/2020
Element Wealth LLC54,918$2,827 06/30/2020
     ISTB54,918$2,827 06/30/2020
Campbell Wealth Management54,580$2,809 06/30/2020
     ISTB54,580$2,809 06/30/2020
Nwam LLC53,825$2,775 09/30/2020
     ISTB53,825$2,775 09/30/2020
Truist Financial Corp51,879$2,670 06/30/2020
     ISTB51,879$2,670 06/30/2020
Valley National Advisers Inc.51,107$2,630 06/30/2020
     ISTB51,107$2,630 06/30/2020
Guidance Point Advisors LLC50,775$2,617 09/30/2020
     ISTB50,775$2,617 09/30/2020
Goldman Sachs Group Inc.47,502$2,445 06/30/2020
     ISTB47,502$2,445 06/30/2020
Wealthstreet Investment Advisors LLC46,735$2,405 06/30/2020
     ISTB46,735$2,405 06/30/2020
J.W. Cole Advisors Inc.46,385$2,387 06/30/2020
     ISTB46,385$2,387 06/30/2020
Strategic Wealth Management Group LLC46,203$2,382 09/30/2020
     ISTB46,203$2,382 09/30/2020
WealthShield Partners LLC45,507$2,342 06/30/2020
     ISTB45,507$2,342 06/30/2020
Column Capital Advisors LLC45,235$2,328 06/30/2020
     ISTB45,235$2,328 06/30/2020
Wealthspire Advisors L.P.44,971$2,315 06/30/2020
     ISTB44,971$2,315 06/30/2020
HHM Wealth Advisors LLC44,782$2,305 06/30/2020
     ISTB44,782$2,305 06/30/2020
Cypress Capital Group44,677$2,303 09/30/2020
     ISTB44,677$2,303 09/30/2020
Redhawk Wealth Advisors Inc.41,140$2,117 06/30/2020
     ISTB41,140$2,117 06/30/2020
Shone Asset Management LLC39,608$2,042 09/30/2020
     ISTB39,608$2,042 09/30/2020
Citigroup Inc.35,133$1,808 06/30/2020
     ISTB35,133$1,808 06/30/2020
Fiduciary Group LLC32,565$1,676 06/30/2020
     ISTB32,565$1,676 06/30/2020
PDS Planning Inc32,225$1,661 09/30/2020
     ISTB32,225$1,661 09/30/2020
Samalin Investment Counsel LLC32,123$1,653 06/30/2020
     ISTB32,123$1,653 06/30/2020
Iron Financial LLC29,535$1,520 06/30/2020
     ISTB29,535$1,520 06/30/2020
Janney Montgomery Scott LLC27,691$1,425 06/30/2020
     ISTB27,691$1,425 06/30/2020
Legacy Private Trust Co.27,613$1,423 09/30/2020
     ISTB27,613$1,423 09/30/2020
Lee Financial Co26,524$1,365 06/30/2020
     ISTB26,524$1,365 06/30/2020
Sound View Wealth Advisors Group LLC26,293$1,353 06/30/2020
     ISTB26,293$1,353 06/30/2020
Argent Advisors Inc.26,046$1,340 06/30/2020
     ISTB26,046$1,340 06/30/2020
Ackerman Capital Advisors LLC25,113$1,293 06/30/2020
     ISTB25,113$1,293 06/30/2020
Stifel Financial Corp24,663$1,269 06/30/2020
     ISTB24,663$1,269 06/30/2020
Washington Trust Bank24,004$1,235 06/30/2020
     ISTB24,004$1,235 06/30/2020
Eukles Asset Management23,661$1,217 06/30/2020
     ISTB23,661$1,217 06/30/2020
Natixis Advisors L.P.22,680$1,167 06/30/2020
     ISTB22,680$1,167 06/30/2020
Certified Advisory Corp22,419$1,154 06/30/2020
     ISTB22,419$1,154 06/30/2020
JGP Wealth Management LLC22,204$1,144 09/30/2020
     ISTB22,204$1,144 09/30/2020
Western Wealth Management LLC22,176$1,141 06/30/2020
     ISTB22,176$1,141 06/30/2020
Northwest Investment Counselors LLC22,032$1,136 09/30/2020
     ISTB22,032$1,136 09/30/2020
Blair William & Co. IL20,520$1,056 06/30/2020
     ISTB20,520$1,056 06/30/2020
Quest Capital Management Inc. ADV19,265$992 06/30/2020
     ISTB19,265$992 06/30/2020
Northwest Capital Management Inc18,765$966 06/30/2020
     ISTB18,765$966 06/30/2020
PBMares Wealth Management LLC18,537$956 09/30/2020
     ISTB18,537$956 09/30/2020
Resources Investment Advisors LLC.18,261$941 09/30/2020
     ISTB18,261$941 09/30/2020
Exencial Wealth Advisors LLC18,076$930 06/30/2020
     ISTB18,076$930 06/30/2020
Sunburst Financial Group LLC17,818$919 09/30/2020
     ISTB17,818$919 09/30/2020
Matrix Asset Advisors Inc. NY17,252$888 06/30/2020
     ISTB17,252$888 06/30/2020
Baird Financial Group Inc.17,254$888 06/30/2020
     ISTB17,254$888 06/30/2020
Whitener Capital Management Inc.17,122$882 09/30/2020
     ISTB17,122$882 09/30/2020
CIBC World Markets Inc.16,754$862 06/30/2020
     ISTB16,754$862 06/30/2020
StrategIQ Financial Group LLC15,937$820 06/30/2020
     ISTB15,937$820 06/30/2020
Mine & Arao Wealth Creation & Management LLC.15,870$817 06/30/2020
     ISTB15,870$817 06/30/2020
Veracity Capital LLC15,305$789 09/30/2020
     ISTB15,305$789 09/30/2020
Moneywise Inc.15,292$788 09/30/2020
     ISTB15,292$788 09/30/2020
Cetera Advisors LLC14,211$731 06/30/2020
     ISTB14,211$731 06/30/2020
Little House Capital LLC13,534$697 06/30/2020
     ISTB13,534$697 06/30/2020
Financial Advisors LLC13,534$697 06/30/2020
     ISTB13,534$697 06/30/2020
Optimum Investment Advisors13,150$678 09/30/2020
     ISTB13,150$678 09/30/2020
Jordan Park Group LLC13,000$670 09/30/2020
     ISTB13,000$670 09/30/2020
Dynamic Advisor Solutions LLC12,730$655 06/30/2020
     ISTB12,730$655 06/30/2020
Vista Private Wealth Partners. LLC12,522$644 06/30/2020
     ISTB12,522$644 06/30/2020
Beacon Financial Advisory LLC12,422$640 09/30/2020
     ISTB12,422$640 09/30/2020
Homrich & Berg12,328$635 06/30/2020
     ISTB12,328$635 06/30/2020
Acorn Financial Advisory Services Inc. ADV12,250$631 09/30/2020
     ISTB12,250$631 09/30/2020
Sowell Financial Services LLC11,774$606 06/30/2020
     ISTB11,774$606 06/30/2020
Flow Traders U.S. LLC11,736$604 06/30/2020
     ISTB11,736$604 06/30/2020
First Heartland Consultants Inc.11,367$586 09/30/2020
     ISTB11,367$586 09/30/2020
RFG Advisory LLC11,230$579 09/30/2020
     ISTB11,230$579 09/30/2020
Avantax Advisory Services Inc.9,661$498 09/30/2020
     ISTB9,661$498 09/30/2020
TRUE Private Wealth Advisors9,609$495 09/30/2020
     ISTB9,609$495 09/30/2020
Quad Cities Investment Group LLC9,497$489 06/30/2020
     ISTB9,497$489 06/30/2020
Tocqueville Asset Management L.P.9,400$484 06/30/2020
     ISTB9,400$484 06/30/2020
Brandywine Oak Private Wealth LLC9,229$475 09/30/2020
     ISTB9,229$475 09/30/2020
Wolff Financial Management LLC9,171$472 06/30/2020
     ISTB9,171$472 06/30/2020
Wealthsource Partners LLC8,993$463 06/30/2020
     ISTB8,993$463 06/30/2020
Creative Planning8,793$453 06/30/2020
     ISTB8,793$453 06/30/2020
Choate Investment Advisors8,569$441 06/30/2020
     ISTB8,569$441 06/30/2020
US Bancorp DE8,531$439 06/30/2020
     ISTB8,531$439 06/30/2020
Sound Financial Strategies Group LLC8,106$418 09/30/2020
     ISTB8,106$418 09/30/2020
Asset Planning Services Ltd.8,002$412 06/30/2020
     ISTB8,002$412 06/30/2020
Deutsche Bank AG7,923$408 06/30/2020
     ISTB7,923$408 06/30/2020
Scotia Capital Inc.7,887$406 06/30/2020
     ISTB7,887$406 06/30/2020
W.G. Shaheen & Associates DBA Whitney & Co7,461$384 06/30/2020
     ISTB7,461$384 06/30/2020
Financial Partners Capital Management LLC7,422$382 06/30/2020
     ISTB7,422$382 06/30/2020
Provident Investment Management Inc.7,137$367 06/30/2020
     ISTB7,137$367 06/30/2020
Tradewinds Capital Management LLC6,711$345 06/30/2020
     ISTB6,711$345 06/30/2020
Vicus Capital6,407$330 06/30/2020
     ISTB6,407$330 06/30/2020
Orgel Wealth Management LLC6,420$330 06/30/2020
     ISTB6,420$330 06/30/2020
Osterweis Capital Management Inc.6,260$322 06/30/2020
     ISTB6,260$322 06/30/2020
Vestmark Advisory Solutions Inc.6,039$311 09/30/2020
     ISTB6,039$311 09/30/2020
Rockbridge Investment Management LCC6,007$309 06/30/2020
     ISTB6,007$309 06/30/2020
BDO Wealth Advisors LLC5,890$303 06/30/2020
     ISTB5,890$303 06/30/2020
Beaumont Financial Partners LLC5,797$298 06/30/2020
     ISTB5,797$298 06/30/2020
WESPAC Advisors LLC5,724$295 06/30/2020
     ISTB5,724$295 06/30/2020
Cornell Pochily Investment Advisors Inc.5,581$288 09/30/2020
     ISTB5,581$288 09/30/2020
Castle Rock Wealth Management LLC5,450$281 06/30/2020
     ISTB5,450$281 06/30/2020
BOKF NA5,200$268 06/30/2020
     ISTB5,200$268 06/30/2020
Betterment LLC5,136$264 06/30/2020
     ISTB5,136$264 06/30/2020
Mattern Capital Management LLC5,084$262 06/30/2020
     ISTB5,084$262 06/30/2020
Park Avenue Securities LLC4,984$257 06/30/2020
     ISTB4,984$257 06/30/2020
Arbor Trust Wealth Advisors LLC4,810$248 06/30/2020
     ISTB4,810$248 06/30/2020
Traynor Capital Management Inc.4,788$246 06/30/2020
     ISTB4,788$246 06/30/2020
IFP Advisors Inc4,705$244 06/30/2020
     ISTB4,705$244 06/30/2020
Summit Asset Management LLC4,690$241 06/30/2020
     ISTB4,690$241 06/30/2020
King Wealth4,674$241 06/30/2020
     ISTB4,674$241 06/30/2020
Lincoln National Corp4,611$237 06/30/2020
     ISTB4,611$237 06/30/2020
Rehmann Capital Advisory Group4,619$233 06/30/2020
     ISTB4,619$233 06/30/2020
Oakwood Capital Management LLC CA4,479$231 06/30/2020
     ISTB4,479$231 06/30/2020
Financial Advocates Investment Management2,224$231 06/30/2020
     ISTB2,224$231 06/30/2020
Papp L Roy & Associates4,455$229 06/30/2020
     ISTB4,455$229 06/30/2020
Ausdal Financial Partners Inc.4,340$223 06/30/2020
     ISTB4,340$223 06/30/2020
SJA Financial Advisory LLC4,336$223 06/30/2020
     ISTB4,336$223 06/30/2020
Ambassador Advisors LLC4,285$221 06/30/2020
     ISTB4,285$221 06/30/2020
Calton & Associates Inc.4,209$217 06/30/2020
     ISTB4,209$217 06/30/2020
Lakeview Capital Partners LLC4,180$215 09/30/2020
     ISTB4,180$215 09/30/2020
Mission Wealth Management LP4,150$214 09/30/2020
     ISTB4,150$214 09/30/2020
Golden State Wealth Management LLC4,129$213 06/30/2020
     ISTB4,129$213 06/30/2020
EPIQ Capital Group LLC4,137$213 06/30/2020
     ISTB4,137$213 06/30/2020
Magnolia Capital Advisors LLC4,129$213 06/30/2020
     ISTB4,129$213 06/30/2020
StoneX Group Inc.4,108$211 06/30/2020
     ISTB4,108$211 06/30/2020
Pensionmark Financial Group LLC4,025$207 06/30/2020
     ISTB4,025$207 06/30/2020
SVA Wealth Management LLC4,007$206 06/30/2020
     ISTB4,007$206 06/30/2020
Disciplined Investments LLC3,999$206 06/30/2020
     ISTB3,999$206 06/30/2020
BOK Financial Private Wealth Inc.3,974$205 06/30/2020
     ISTB3,974$205 06/30/2020
TD Capital Management LLC3,990$205 06/30/2020
     ISTB3,990$205 06/30/2020
Clear Investment Research LLC3,710$191 06/30/2020
     ISTB3,710$191 06/30/2020
CENTRAL TRUST Co3,383$174 09/30/2020
     ISTB3,383$174 09/30/2020
Northwestern Mutual Wealth Management Co.3,160$163 06/30/2020
     ISTB3,160$163 06/30/2020
Hills Bank & Trust Co.3,095$159 06/30/2020
     ISTB3,095$159 06/30/2020
Captrust Financial Advisors2,762$142 06/30/2020
     ISTB2,762$142 06/30/2020
Community Bank N.A.2,263$117 06/30/2020
     ISTB2,263$117 06/30/2020
Horan Securities Inc.2,198$113 06/30/2020
     ISTB2,198$113 06/30/2020
Parallel Advisors LLC2,122$109 06/30/2020
     ISTB2,122$109 06/30/2020
Barrett Asset Management LLC1,910$98 06/30/2020
     ISTB1,910$98 06/30/2020
Smith Shellnut Wilson LLC ADV1,770$91 06/30/2020
     ISTB1,770$91 06/30/2020
Whittier Trust Co.1,715$88 06/30/2020
     ISTB1,715$88 06/30/2020
Proequities Inc.1,659$85 06/30/2020
     ISTB1,659$85 06/30/2020
Private Capital Group LLC1,642$85 06/30/2020
     ISTB1,642$85 06/30/2020
Oakworth Capital Inc.1,480$76 06/30/2020
     ISTB1,480$76 06/30/2020
Orion Portfolio Solutions LLC1,442$74 06/30/2020
     ISTB1,442$74 06/30/2020
Sailer Financial LLC1,419$73 09/30/2020
     ISTB1,419$73 09/30/2020
Larson Financial Group LLC1,305$67 09/30/2020
     ISTB1,305$67 09/30/2020
Stewardship Financial Advisors LLC1,273$66 06/30/2020
     ISTB1,273$66 06/30/2020
Global Retirement Partners LLC1,269$65 09/30/2020
     ISTB1,269$65 09/30/2020
Tsfg LLC1,201$62 09/30/2020
     ISTB1,201$62 09/30/2020
Evensky & Katz LLC1,163$60 09/30/2020
     ISTB1,163$60 09/30/2020
Bogart Wealth LLC1,106$57 09/30/2020
     ISTB1,106$57 09/30/2020
Capital Asset Advisory Services LLC1,028$53 06/30/2020
     ISTB1,028$53 06/30/2020
Asset Dedication LLC988$50 09/30/2020
     ISTB988$50 09/30/2020
Ellis Investment Partners LLC986$50 09/30/2020
     ISTB986$50 09/30/2020
Valeo Financial Advisors LLC828$43 06/30/2020
     ISTB828$43 06/30/2020
Global Trust Asset Management LLC703$36 06/30/2020
     ISTB703$36 06/30/2020
Synovus Financial Corp689$35 06/30/2020
     ISTB689$35 06/30/2020
Flagship Harbor Advisors LLC658$33 09/30/2020
     ISTB658$33 09/30/2020
Pacifica Partners Inc.638$33 09/30/2020
     ISTB638$33 09/30/2020
JNBA Financial Advisors645$33 06/30/2020
     ISTB645$33 06/30/2020
Franklin Resources Inc.625$32 06/30/2020
     ISTB625$32 06/30/2020
CWM LLC588$30 09/30/2020
     ISTB588$30 09/30/2020
Ironwood Financial llc566$29 06/30/2020
     ISTB566$29 06/30/2020
Sugarloaf Wealth Management LLC545$28 06/30/2020
     ISTB545$28 06/30/2020
Evoke Wealth LLC518$27 06/30/2020
     ISTB518$27 06/30/2020
Archer Investment Corp525$27 06/30/2020
     ISTB525$27 06/30/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC485$25 09/30/2020
     ISTB485$25 09/30/2020
Capstone Financial Group Inc.452$23 09/30/2020
     ISTB452$23 09/30/2020
Baystate Wealth Management LLC412$21 09/30/2020
     ISTB412$21 09/30/2020
Atlas Private Wealth Advisors375$19 06/30/2020
     ISTB375$19 06/30/2020
Plante Moran Financial Advisors LLC296$15 06/30/2020
     ISTB296$15 06/30/2020
AdvisorNet Financial Inc243$13 06/30/2020
     ISTB243$13 06/30/2020
Huntington National Bank212$11 06/30/2020
     ISTB212$11 06/30/2020
Capital Investment Advisory Services LLC200$10 09/30/2020
     ISTB200$10 09/30/2020
Selective Wealth Management Inc.113$6 09/30/2020
     ISTB113$6 09/30/2020
FMR LLC91$5 06/30/2020
     ISTB91$5 06/30/2020
Ancora Advisors LLC92$5 06/30/2020
     ISTB92$5 06/30/2020
MCF Advisors LLC103$5 06/30/2020
     ISTB103$5 06/30/2020
BerganKDV Wealth Management LLC72$4 06/30/2020
     ISTB72$4 06/30/2020
Patriot Financial Group Insurance Agency LLC60$3 09/30/2020
     ISTB60$3 09/30/2020
Front Row Advisors LLC50$3 06/30/2020
     ISTB50$3 06/30/2020
HCR Wealth Advisors37$2 06/30/2020
     ISTB37$2 06/30/2020
Bedel Financial Consulting Inc.16$1 09/30/2020
     ISTB16$1 09/30/2020

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

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