HoldingsChannel.com
Funds Holding IUSG
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE26,696,485$1,805,749 12/31/2019
     IUSG26,696,485$1,805,749 12/31/2019
LPL Financial LLC13,720,592$928,061 12/31/2019
     IUSG13,720,592$928,061 12/31/2019
Jones Financial Companies Lllp6,801,388$460,046 12/31/2019
     IUSG6,801,388$460,046 12/31/2019
UBS Group AG4,622,330$312,654 12/31/2019
     IUSG4,622,330$312,654 12/31/2019
Morgan Stanley2,683,328$181,500 12/31/2019
     IUSG2,683,328$181,500 12/31/2019
Wells Fargo & Company MN1,891,260$127,924 12/31/2019
     IUSG1,891,260$127,924 12/31/2019
ETRADE Capital Management LLC1,303,079$88,140 12/31/2019
     IUSG1,303,079$88,140 12/31/2019
PNC Financial Services Group Inc.1,219,254$82,469 12/31/2019
     IUSG1,219,254$82,469 12/31/2019
Envestnet Asset Management Inc.1,049,213$70,969 12/31/2019
     IUSG1,049,213$70,969 12/31/2019
Ameriprise Financial Inc.810,040$54,736 12/31/2019
     IUSG810,040$54,736 12/31/2019
Sunbelt Securities Inc.3,038$51,373 12/31/2019
     IUSG3,038$51,373 12/31/2019
First Republic Investment Management Inc.729,483$49,342 12/31/2019
     IUSG729,483$49,342 12/31/2019
Raymond James Financial Services Advisors Inc.699,589$47,320 12/31/2019
     IUSG699,589$47,320 12/31/2019
FMR LLC689,714$46,652 12/31/2019
     IUSG689,714$46,652 12/31/2019
Thrivent Financial for Lutherans651,351$44,058 12/31/2019
     IUSG651,351$44,058 12/31/2019
Commonwealth Equity Services LLC624,045$42,210 12/31/2019
     IUSG624,045$42,210 12/31/2019
BlackRock Inc.545,860$36,922 12/31/2019
     IUSG545,860$36,922 12/31/2019
HighTower Advisors LLC526,230$35,590 12/31/2019
     IUSG526,230$35,590 12/31/2019
Royal Bank of Canada510,667$34,541 12/31/2019
     IUSG510,667$34,541 12/31/2019
Private Advisor Group LLC494,574$33,453 12/31/2019
     IUSG494,574$33,453 12/31/2019
F3Logic LLC470,886$31,855 12/31/2019
     IUSG470,886$31,855 12/31/2019
Raymond James & Associates444,440$30,062 12/31/2019
     IUSG444,440$30,062 12/31/2019
Clearbridge Investments LLC438,529$30,030 12/31/2019
     IUSG438,529$30,030 12/31/2019
Cambridge Investment Research Advisors Inc.426,910$28,876 12/31/2019
     IUSG426,910$28,876 12/31/2019
Stifel Financial Corp406,833$27,522 12/31/2019
     IUSG406,833$27,522 12/31/2019
Northwestern Mutual Wealth Management Co.330,933$22,384 12/31/2019
     IUSG330,933$22,384 12/31/2019
Sandy Spring Bank320,592$21,685 12/31/2019
     IUSG320,592$21,685 12/31/2019
United Capital Financial Advisers LLC273,886$18,526 12/31/2019
     IUSG273,886$18,526 12/31/2019
Doliver Advisors LP265,014$17,926 12/31/2019
     IUSG265,014$17,926 12/31/2019
Benjamin F. Edwards & Company Inc.252,642$17,089 12/31/2019
     IUSG252,642$17,089 12/31/2019
IHT Wealth Management LLC241,257$16,319 12/31/2019
     IUSG241,257$16,319 12/31/2019
Advanced Asset Management Advisors Inc239,600$16,207 12/31/2019
     IUSG239,600$16,207 12/31/2019
Westwood Holdings Group Inc.226,243$15,302 12/31/2019
     IUSG226,243$15,302 12/31/2019
MML Investors Services LLC225,257$15,236 12/31/2019
     IUSG225,257$15,236 12/31/2019
Mitchell Capital Management Co.215,506$14,577 12/31/2019
     IUSG215,506$14,577 12/31/2019
TRUE Private Wealth Advisors210,864$14,262 12/31/2019
     IUSG210,864$14,262 12/31/2019
Advisor Group Inc.208,261$14,091 12/31/2019
     IUSG208,261$14,091 12/31/2019
Colony Group LLC190,198$12,865 12/31/2019
     IUSG190,198$12,865 12/31/2019
Integrated Wealth Concepts LLC185,572$12,552 12/31/2019
     IUSG185,572$12,552 12/31/2019
Allianz Asset Management GmbH181,719$12,291 12/31/2019
     IUSG181,719$12,291 12/31/2019
Mascoma Wealth Management LLC189,770$11,931 09/30/2019
     IUSG189,770$11,931 09/30/2019
ERTS Wealth Advisors LLC159,625$10,797 12/31/2019
     IUSG159,625$10,797 12/31/2019
Baird Financial Group Inc.150,888$10,206 12/31/2019
     IUSG150,888$10,206 12/31/2019
Level Four Advisory Services LLC119,704$8,089 12/31/2019
     IUSG119,704$8,089 12/31/2019
TIAA FSB117,291$7,934 12/31/2019
     IUSG117,291$7,934 12/31/2019
Cetera Advisor Networks LLC113,012$7,644 12/31/2019
     IUSG113,012$7,644 12/31/2019
Blair William & Co. IL111,420$7,536 12/31/2019
     IUSG111,420$7,536 12/31/2019
Resources Investment Advisors LLC.103,368$6,992 12/31/2019
     IUSG103,368$6,992 12/31/2019
GWM Advisors LLC96,539$6,529 12/31/2019
     IUSG96,539$6,529 12/31/2019
Global Retirement Partners LLC96,006$6,494 12/31/2019
     IUSG96,006$6,494 12/31/2019
US Bancorp DE91,562$6,193 12/31/2019
     IUSG91,562$6,193 12/31/2019
Financial Partners Group Inc83,916$5,870 12/31/2019
     IUSG83,916$5,870 12/31/2019
Parsec Financial Management Inc.86,356$5,841 12/31/2019
     IUSG86,356$5,841 12/31/2019
Portfolio Strategies Inc.85,492$5,782 12/31/2019
     IUSG85,492$5,782 12/31/2019
Petix & Botte Co83,449$5,642 12/31/2019
     IUSG83,449$5,642 12/31/2019
Jane Street Group LLC81,879$5,538 12/31/2019
     IUSG81,879$5,538 12/31/2019
Independent Advisor Alliance81,228$5,495 12/31/2019
     IUSG81,228$5,495 12/31/2019
Equitable Holdings Inc.81,225$5,494 12/31/2019
     IUSG81,225$5,494 12/31/2019
Goldman Sachs Group Inc.79,375$5,369 12/31/2019
     IUSG79,375$5,369 12/31/2019
Edge Capital Group LLC77,991$5,275 12/31/2019
     IUSG77,991$5,275 12/31/2019
First Allied Advisory Services Inc.72,887$4,938 12/31/2019
     IUSG72,887$4,938 12/31/2019
Coldstream Capital Management Inc.70,226$4,750 12/31/2019
     IUSG70,226$4,750 12/31/2019
Avantax Advisory Services Inc.69,976$4,737 12/31/2019
     IUSG69,976$4,737 12/31/2019
IndexIQ Advisors LLC66,496$4,498 12/31/2019
     IUSG66,496$4,498 12/31/2019
Watson Rebecca61,247$4,143 12/31/2019
     IUSG61,247$4,143 12/31/2019
Ladenburg Thalmann Financial Services Inc.61,305$4,140 12/31/2019
     IUSG61,305$4,140 12/31/2019
Truist Financial Corp61,134$4,135 12/31/2019
     IUSG61,134$4,135 12/31/2019
Parker Investment Management LLC61,020$4,127 12/31/2019
     IUSG61,020$4,127 12/31/2019
Linscomb & Williams Inc.55,695$3,767 12/31/2019
     IUSG55,695$3,767 12/31/2019
People s United Financial Inc.55,408$3,748 12/31/2019
     IUSG55,408$3,748 12/31/2019
Cornerstone Advisory LLC55,252$3,738 12/31/2019
     IUSG55,252$3,738 12/31/2019
Wealth & Pension Services Group Inc.56,448$3,549 09/30/2019
     IUSG56,448$3,549 09/30/2019
Cardinal Strategic Wealth Guidance51,147$3,460 12/31/2019
     IUSG51,147$3,460 12/31/2019
Good Life Advisors LLC48,409$3,275 12/31/2019
     IUSG48,409$3,275 12/31/2019
Emerald Investment Partners LLC47,000$3,179 12/31/2019
     IUSG47,000$3,179 12/31/2019
Corbett Road Capital Management LLC46,990$3,178 12/31/2019
     IUSG46,990$3,178 12/31/2019
AE Wealth Management LLC46,330$3,134 12/31/2019
     IUSG46,330$3,134 12/31/2019
Sigma Planning Corp44,728$3,025 12/31/2019
     IUSG44,728$3,025 12/31/2019
Ford Financial Group Inc.44,124$2,984 12/31/2019
     IUSG44,124$2,984 12/31/2019
Kingfisher Capital LLC43,827$2,964 12/31/2019
     IUSG43,827$2,964 12/31/2019
Stratos Wealth Partners LTD.42,394$2,868 12/31/2019
     IUSG42,394$2,868 12/31/2019
Hollencrest Capital Management42,186$2,853 12/31/2019
     IUSG42,186$2,853 12/31/2019
BB&T Securities LLC43,533$2,742 09/30/2019
     IUSG43,533$2,742 09/30/2019
Kayne Anderson Rudnick Investment Management LLC40,407$2,734 12/31/2019
     IUSG40,407$2,734 12/31/2019
Stonebridge Financial Planning Group LLC39,793$2,692 12/31/2019
     IUSG39,793$2,692 12/31/2019
First National Bank of Hutchinson39,783$2,691 12/31/2019
     IUSG39,783$2,691 12/31/2019
Proequities Inc.39,604$2,679 12/31/2019
     IUSG39,604$2,679 12/31/2019
Oppenheimer Asset Management Inc.37,776$2,556 12/31/2019
     IUSG37,776$2,556 12/31/2019
Greenline Partners LLC36,797$2,489 12/31/2019
     IUSG36,797$2,489 12/31/2019
Thoroughbred Financial Services LLC36,721$2,484 12/31/2019
     IUSG36,721$2,484 12/31/2019
White Lighthouse Investment Management Inc.36,446$2,465 12/31/2019
     IUSG36,446$2,465 12/31/2019
Colorado Capital Management Inc.34,970$2,365 12/31/2019
     IUSG34,970$2,365 12/31/2019
Western Wealth Management LLC34,169$2,311 12/31/2019
     IUSG34,169$2,311 12/31/2019
Private Wealth Advisors Inc.32,587$2,279 12/31/2019
     IUSG32,587$2,279 12/31/2019
Sound Financial Strategies Group LLC32,693$2,211 12/31/2019
     IUSG32,693$2,211 12/31/2019
Neumann Capital Management LLC32,486$2,197 12/31/2019
     IUSG32,486$2,197 12/31/2019
Wealthquest Corp32,063$2,168 12/31/2019
     IUSG32,063$2,168 12/31/2019
Sawtooth Solutions LLC31,993$2,164 12/31/2019
     IUSG31,993$2,164 12/31/2019
Riverbridge Partners LLC31,506$2,131 12/31/2019
     IUSG31,506$2,131 12/31/2019
Planning Directions Inc.30,832$2,085 12/31/2019
     IUSG30,832$2,085 12/31/2019
Albion Financial Group UT29,768$2,014 12/31/2019
     IUSG29,768$2,014 12/31/2019
JPMorgan Chase & Co.29,757$2,012 12/31/2019
     IUSG29,757$2,012 12/31/2019
Fifth Third Bancorp29,632$2,004 12/31/2019
     IUSG29,632$2,004 12/31/2019
Texas Capital Bank Wealth Management Services Inc.29,370$1,987 12/31/2019
     IUSG29,370$1,987 12/31/2019
Gladstone Institutional Advisory LLC29,342$1,985 12/31/2019
     IUSG29,342$1,985 12/31/2019
Financial Counselors Inc.28,280$1,913 12/31/2019
     IUSG28,280$1,913 12/31/2019
Financial Advocates Investment Management27,433$1,855 12/31/2019
     IUSG27,433$1,855 12/31/2019
Citigroup Inc.27,062$1,830 12/31/2019
     IUSG27,062$1,830 12/31/2019
Venture Visionary Partners LLC25,993$1,758 12/31/2019
     IUSG25,993$1,758 12/31/2019
CWM LLC25,730$1,740 12/31/2019
     IUSG25,730$1,740 12/31/2019
CX Institutional25,402$1,718 12/31/2019
     IUSG25,402$1,718 12/31/2019
JMG Financial Group Ltd.25,000$1,691 12/31/2019
     IUSG25,000$1,691 12/31/2019
Natixis Advisors L.P.23,810$1,611 12/31/2019
     IUSG23,810$1,611 12/31/2019
Cetera Advisors LLC23,758$1,609 12/31/2019
     IUSG23,758$1,609 12/31/2019
Insight Wealth Strategies LLC25,357$1,594 09/30/2019
     IUSG25,357$1,594 09/30/2019
First Heartland Consultants Inc.23,463$1,587 12/31/2019
     IUSG23,463$1,587 12/31/2019
Janney Montgomery Scott LLC22,939$1,552 12/31/2019
     IUSG22,939$1,552 12/31/2019
Carroll Financial Associates Inc.22,579$1,527 12/31/2019
     IUSG22,579$1,527 12/31/2019
Strategic Point Investment Advisors LLC22,535$1,524 12/31/2019
     IUSG22,535$1,524 12/31/2019
Parsons Capital Management Inc. RI22,434$1,517 12/31/2019
     IUSG22,434$1,517 12/31/2019
Homrich & Berg22,073$1,493 12/31/2019
     IUSG22,073$1,493 12/31/2019
Steel Peak Wealth Management LLC21,459$1,451 12/31/2019
     IUSG21,459$1,451 12/31/2019
Howe & Rusling Inc.21,106$1,428 12/31/2019
     IUSG21,106$1,428 12/31/2019
GM Advisory Group Inc.20,000$1,353 12/31/2019
     IUSG20,000$1,353 12/31/2019
Legacy Private Trust Co.19,600$1,326 12/31/2019
     IUSG19,600$1,326 12/31/2019
Oak Ridge Investments LLC18,200$1,231 12/31/2019
     IUSG18,200$1,231 12/31/2019
Northern Trust Corp17,157$1,160 12/31/2019
     IUSG17,157$1,160 12/31/2019
Jaffetilchin Investment Partners LLC16,950$1,146 12/31/2019
     IUSG16,950$1,146 12/31/2019
Tower Research Capital LLC TRC 16,524$1,118 12/31/2019
     IUSG16,524$1,118 12/31/2019
Wealthcare Advisory Partners LLC16,210$1,096 12/31/2019
     IUSG16,210$1,096 12/31/2019
Beacon Pointe Wealth Advisors LLC16,210$1,095 12/31/2019
     IUSG16,210$1,095 12/31/2019
Keystone Financial Group16,071$1,087 12/31/2019
     IUSG16,071$1,087 12/31/2019
Stokes Family Office LLC15,216$1,029 12/31/2019
     IUSG15,216$1,029 12/31/2019
Millennium Management LLC15,008$1,015 12/31/2019
     IUSG15,008$1,015 12/31/2019
Raymond James Trust N.A.14,948$1,011 12/31/2019
     IUSG14,948$1,011 12/31/2019
Berman Capital Advisors LLC14,860$1,005 12/31/2019
     IUSG14,860$1,005 12/31/2019
Carlton Hofferkamp & Jenks Wealth Management LLC14,163$978 12/31/2019
     IUSG14,163$978 12/31/2019
Family Firm Inc.14,307$968 12/31/2019
     IUSG14,307$968 12/31/2019
EP Wealth Advisors LLC14,181$959 12/31/2019
     IUSG14,181$959 12/31/2019
Bessemer Group Inc.14,087$953 12/31/2019
     IUSG14,087$953 12/31/2019
Renaissance Technologies LLC13,900$940 12/31/2019
     IUSG13,900$940 12/31/2019
McKinley Carter Wealth Services Inc.13,582$919 12/31/2019
     IUSG13,582$919 12/31/2019
Integrated Advisors Network LLC13,273$898 12/31/2019
     IUSG13,273$898 12/31/2019
Creative Planning12,991$879 12/31/2019
     IUSG12,991$879 12/31/2019
Brighton Jones LLC12,742$862 12/31/2019
     IUSG12,742$862 12/31/2019
Investors Financial Group LLC12,435$841 12/31/2019
     IUSG12,435$841 12/31/2019
Susquehanna International Group LLP12,391$838 12/31/2019
     IUSG12,391$838 12/31/2019
Guidant Wealth Advisors13,214$831 09/30/2019
     IUSG13,214$831 09/30/2019
Oppenheimer & Co. Inc.11,923$806 12/31/2019
     IUSG11,923$806 12/31/2019
IFG Advisory LLC11,695$791 12/31/2019
     IUSG11,695$791 12/31/2019
TL Private Wealth10,884$786 12/31/2019
     IUSG10,884$786 12/31/2019
Cim LLC11,382$770 12/31/2019
     IUSG11,382$770 12/31/2019
Commerce Bank11,247$761 12/31/2019
     IUSG11,247$761 12/31/2019
Advisory Services Network LLC10,802$731 12/31/2019
     IUSG10,802$731 12/31/2019
D.A. Davidson & CO.10,013$677 12/31/2019
     IUSG10,013$677 12/31/2019
Westfield Capital Management Co. LP10,003$677 12/31/2019
     IUSG10,003$677 12/31/2019
Captrust Financial Advisors9,618$659 12/31/2019
     IUSG9,618$659 12/31/2019
Ullmann Financial Group Inc.9,666$654 12/31/2019
     IUSG9,666$654 12/31/2019
Baker Avenue Asset Management LP9,503$642 12/31/2019
     IUSG9,503$642 12/31/2019
Suntrust Banks Inc.10,062$633 09/30/2019
     IUSG10,062$633 09/30/2019
Genovese Burford & Brothers Wealth & Retirement Plan Management LLC8,819$597 12/31/2019
     IUSG8,819$597 12/31/2019
Schmidt P J Investment Management Inc.8,769$593 12/31/2019
     IUSG8,769$593 12/31/2019
Asset Management Group Inc.8,773$593 12/31/2019
     IUSG8,773$593 12/31/2019
Weil Company Inc.8,686$588 12/31/2019
     IUSG8,686$588 12/31/2019
Whittier Trust Co.8,670$586 12/31/2019
     IUSG8,670$586 12/31/2019
XML Financial LLC8,185$554 12/31/2019
     IUSG8,185$554 12/31/2019
9258 Wealth Management LLC8,116$549 12/31/2019
     IUSG8,116$549 12/31/2019
Burt Wealth Advisors7,850$531 12/31/2019
     IUSG7,850$531 12/31/2019
Northstar Wealth Partners LLC7,705$521 12/31/2019
     IUSG7,705$521 12/31/2019
J.W. Cole Advisors Inc.7,646$517 12/31/2019
     IUSG7,646$517 12/31/2019
PFG Advisors7,298$501 12/31/2019
     IUSG7,298$501 12/31/2019
Brinker Capital Inc.6,955$470 12/31/2019
     IUSG6,955$470 12/31/2019
Institutional & Family Asset Management LLC6,870$465 12/31/2019
     IUSG6,870$465 12/31/2019
Heron Financial Group LLC6,438$465 12/31/2019
     IUSG6,438$465 12/31/2019
Essex Financial Services Inc.6,855$464 12/31/2019
     IUSG6,855$464 12/31/2019
NexWave Capital Partners LLC6,772$458 12/31/2019
     IUSG6,772$458 12/31/2019
Nikulski Financial Inc.6,459$453 12/31/2019
     IUSG6,459$453 12/31/2019
MidWestOne Financial Group Inc.6,511$440 12/31/2019
     IUSG6,511$440 12/31/2019
Hubbell Strickland Wealth Management LLC6,375$431 12/31/2019
     IUSG6,375$431 12/31/2019
Patten & Patten Inc. TN6,364$430 12/31/2019
     IUSG6,364$430 12/31/2019
Leonard Rickey Investment Advisors P.L.L.C.6,337$429 12/31/2019
     IUSG6,337$429 12/31/2019
Cornell Pochily Investment Advisors Inc.6,232$422 12/31/2019
     IUSG6,232$422 12/31/2019
High Falls Advisors Inc6,220$421 12/31/2019
     IUSG6,220$421 12/31/2019
Rinet Co LLC6,194$419 12/31/2019
     IUSG6,194$419 12/31/2019
Rockefeller Capital Management L.P.6,016$407 12/31/2019
     IUSG6,016$407 12/31/2019
Savior LLC5,893$399 12/31/2019
     IUSG5,893$399 12/31/2019
Meridian Wealth Advisors LLC5,835$395 12/31/2019
     IUSG5,835$395 12/31/2019
Allworth Financial LP5,748$389 12/31/2019
     IUSG5,748$389 12/31/2019
Mackey Komara & Dankovich LLC5,726$387 12/31/2019
     IUSG5,726$387 12/31/2019
Steward Partners Investment Advisory LLC5,723$387 12/31/2019
     IUSG5,723$387 12/31/2019
Bank of New York Mellon Corp5,667$383 12/31/2019
     IUSG5,667$383 12/31/2019
Wrapmanager Inc.5,579$377 12/31/2019
     IUSG5,579$377 12/31/2019
Benchmark Financial Wealth Advisors LLC5,503$372 12/31/2019
     IUSG5,503$372 12/31/2019
Legacy Financial Advisors Inc.5,471$370 12/31/2019
     IUSG5,471$370 12/31/2019
Beaumont Financial Partners LLC5,434$368 12/31/2019
     IUSG5,434$368 12/31/2019
ST Germain D J Co. Inc.5,400$365 12/31/2019
     IUSG5,400$365 12/31/2019
Trexquant Investment LP5,380$364 12/31/2019
     IUSG5,380$364 12/31/2019
Bedel Financial Consulting Inc.5,300$358 12/31/2019
     IUSG5,300$358 12/31/2019
Aspiriant LLC5,275$357 12/31/2019
     IUSG5,275$357 12/31/2019
GenWealth Group Inc.5,221$353 12/31/2019
     IUSG5,221$353 12/31/2019
Wedbush Securities Inc.5,197$352 12/31/2019
     IUSG5,197$352 12/31/2019
Heritage Wealth Advisors5,200$352 12/31/2019
     IUSG5,200$352 12/31/2019
Omega Financial Group LLC5,209$352 12/31/2019
     IUSG5,209$352 12/31/2019
Kovack Advisors Inc.5,180$350 12/31/2019
     IUSG5,180$350 12/31/2019
Prospera Financial Services Inc5,150$348 12/31/2019
     IUSG5,150$348 12/31/2019
Columbus Macro LLC5,150$348 12/31/2019
     IUSG5,150$348 12/31/2019
Mirador Capital Partners LP5,085$344 12/31/2019
     IUSG5,085$344 12/31/2019
BOKF NA4,975$336 12/31/2019
     IUSG4,975$336 12/31/2019
Plante Moran Financial Advisors LLC4,946$335 12/31/2019
     IUSG4,946$335 12/31/2019
BRYN MAWR TRUST Co4,940$334 12/31/2019
     IUSG4,940$334 12/31/2019
EPG Wealth Management LLC4,890$331 12/31/2019
     IUSG4,890$331 12/31/2019
McGowan Group Asset Management Inc.4,885$330 12/31/2019
     IUSG4,885$330 12/31/2019
Patten Group Inc.4,843$328 12/31/2019
     IUSG4,843$328 12/31/2019
Mutual Advisors LLC4,827$327 12/31/2019
     IUSG4,827$327 12/31/2019
Pasadena Private Wealth LLC4,838$327 12/31/2019
     IUSG4,838$327 12/31/2019
Armbruster Capital Management Inc.4,800$325 12/31/2019
     IUSG4,800$325 12/31/2019
NorthCoast Asset Management LLC4,756$322 12/31/2019
     IUSG4,756$322 12/31/2019
Ieq Capital LLC4,713$319 12/31/2019
     IUSG4,713$319 12/31/2019
Flagship Harbor Advisors LLC4,688$317 12/31/2019
     IUSG4,688$317 12/31/2019
Hochman Cole Investment Advisors Inc.4,609$312 12/31/2019
     IUSG4,609$312 12/31/2019
Parametric Portfolio Associates LLC4,598$311 12/31/2019
     IUSG4,598$311 12/31/2019
Boston Private Wealth LLC4,584$310 12/31/2019
     IUSG4,584$310 12/31/2019
SOL Capital Management CO4,500$304 12/31/2019
     IUSG4,500$304 12/31/2019
V Wealth Advisors LLC4,733$297 12/31/2019
     IUSG4,733$297 12/31/2019
Leavell Investment Management Inc.4,312$292 12/31/2019
     IUSG4,312$292 12/31/2019
Windsor Group LTD4,103$278 12/31/2019
     IUSG4,103$278 12/31/2019
Community Financial Services Group LLC4,085$276 12/31/2019
     IUSG4,085$276 12/31/2019
Personal Capital Advisors Corp4,048$274 12/31/2019
     IUSG4,048$274 12/31/2019
Weaver Consulting Group4,335$273 12/31/2019
     IUSG4,335$273 12/31/2019
Sowell Financial Services LLC4,020$272 12/31/2019
     IUSG4,020$272 12/31/2019
MONECO Advisors LLC3,825$271 12/31/2019
     IUSG3,825$271 12/31/2019
SeaCrest Wealth Management LLC3,912$265 12/31/2019
     IUSG3,912$265 12/31/2019
Seascape Capital Management3,889$263 12/31/2019
     IUSG3,889$263 12/31/2019
S&T Bank PA3,812$258 12/31/2019
     IUSG3,812$258 12/31/2019
PSI Advisors LLC3,812$257 12/31/2019
     IUSG3,812$257 12/31/2019
Sequoia Financial Advisors LLC3,731$252 12/31/2019
     IUSG3,731$252 12/31/2019
Lido Advisors LLC3,646$247 12/31/2019
     IUSG3,646$247 12/31/2019
Voya Financial Advisors Inc.3,637$246 12/31/2019
     IUSG3,637$246 12/31/2019
Great Valley Advisor Group Inc.3,641$246 12/31/2019
     IUSG3,641$246 12/31/2019
First City Capital Management Inc.3,628$245 12/31/2019
     IUSG3,628$245 12/31/2019
Geneva Partners LLC3,592$243 12/31/2019
     IUSG3,592$243 12/31/2019
Claro Advisors LLC3,383$229 12/31/2019
     IUSG3,383$229 12/31/2019
MUFG Americas Holdings Corp3,352$227 12/31/2019
     IUSG3,352$227 12/31/2019
Squar Milner Financial Services LLC3,360$227 12/31/2019
     IUSG3,360$227 12/31/2019
Valmark Advisers Inc.3,320$225 12/31/2019
     IUSG3,320$225 12/31/2019
Visionary Wealth Advisors3,304$223 12/31/2019
     IUSG3,304$223 12/31/2019
Kelman Lazarov Inc.3,281$222 12/31/2019
     IUSG3,281$222 12/31/2019
Stephens Inc. AR3,225$218 12/31/2019
     IUSG3,225$218 12/31/2019
West Branch Capital LLC3,206$217 12/31/2019
     IUSG3,206$217 12/31/2019
Altfest L J & Co. Inc.3,200$216 12/31/2019
     IUSG3,200$216 12/31/2019
BBVA USA Bancshares Inc.3,186$216 12/31/2019
     IUSG3,186$216 12/31/2019
Mercer Global Advisors Inc. ADV3,185$215 12/31/2019
     IUSG3,185$215 12/31/2019
Oarsman Capital Inc.3,176$215 12/31/2019
     IUSG3,176$215 12/31/2019
Cetera Investment Advisers3,119$211 12/31/2019
     IUSG3,119$211 12/31/2019
Godshalk Welsh Capital Management Inc.3,100$210 12/31/2019
     IUSG3,100$210 12/31/2019
KFA Private Wealth Group LLC3,075$208 12/31/2019
     IUSG3,075$208 12/31/2019
Capital Analysts LLC2,928$198 12/31/2019
     IUSG2,928$198 12/31/2019
FinTrust Capital Advisors LLC2,915$197 12/31/2019
     IUSG2,915$197 12/31/2019
Capital Asset Advisory Services LLC2,695$195 12/31/2019
     IUSG2,695$195 12/31/2019
Cullen Frost Bankers Inc.2,637$178 12/31/2019
     IUSG2,637$178 12/31/2019
Brown Brothers Harriman & Co.2,498$169 12/31/2019
     IUSG2,498$169 12/31/2019
Element Wealth LLC2,243$152 12/31/2019
     IUSG2,243$152 12/31/2019
Synovus Financial Corp2,175$147 12/31/2019
     IUSG2,175$147 12/31/2019
Ancora Advisors LLC2,129$144 12/31/2019
     IUSG2,129$144 12/31/2019
Advantage Investment Management LLC2,076$131 09/30/2019
     IUSG2,076$131 09/30/2019
Ballast Advisors LLC1,760$119 12/31/2019
     IUSG1,760$119 12/31/2019
Monetary Management Group Inc.1,600$108 12/31/2019
     IUSG1,600$108 12/31/2019
Private Capital Group LLC1,539$104 12/31/2019
     IUSG1,539$104 12/31/2019
Ellis Investment Partners LLC1,520$104 12/31/2019
     IUSG1,520$104 12/31/2019
NEXT Financial Group Inc1,506$102 12/31/2019
     IUSG1,506$102 12/31/2019
Enterprise Trust & Investment Co1,500$101 12/31/2019
     IUSG1,500$101 12/31/2019
Ameritas Investment Company LLC1,425$96 12/31/2019
     IUSG1,425$96 12/31/2019
Financial Architects Inc1,259$85 12/31/2019
     IUSG1,259$85 12/31/2019
AdvisorNet Financial Inc1,200$81 12/31/2019
     IUSG1,200$81 12/31/2019
Carmichael Hill & Associates Inc.1,201$81 12/31/2019
     IUSG1,201$81 12/31/2019
MRA Associates USA LLC1,261$79 09/30/2019
     IUSG1,261$79 09/30/2019
Orion Portfolio Solutions LLC1,020$69 12/31/2019
     IUSG1,020$69 12/31/2019
Kings Point Capital Management1,000$68 12/31/2019
     IUSG1,000$68 12/31/2019
Zions Bancorporation N.A.1,009$68 12/31/2019
     IUSG1,009$68 12/31/2019
Signaturefd LLC985$67 12/31/2019
     IUSG985$67 12/31/2019
Gradient Investments LLC983$66 12/31/2019
     IUSG983$66 12/31/2019
CNB Bank963$65 12/31/2019
     IUSG963$65 12/31/2019
SRS Capital Advisors Inc.942$64 12/31/2019
     IUSG942$64 12/31/2019
Trustcore Financial Services LLC907$61 12/31/2019
     IUSG907$61 12/31/2019
Covington Capital Management880$60 12/31/2019
     IUSG880$60 12/31/2019
Benjamin Edwards Inc.892$60 12/31/2019
     IUSG892$60 12/31/2019
Jackson Grant Investment Advisers Inc.882$60 12/31/2019
     IUSG882$60 12/31/2019
TI Trust Inc.777$53 12/31/2019
     IUSG777$53 12/31/2019
Parallel Advisors LLC728$49 12/31/2019
     IUSG728$49 12/31/2019
Kore Private Wealth LLC706$48 12/31/2019
     IUSG706$48 12/31/2019
Delta Asset Management LLC TN700$47 12/31/2019
     IUSG700$47 12/31/2019
Tsfg LLC689$47 12/31/2019
     IUSG689$47 12/31/2019
Vectors Research Management LLC563$38 12/31/2019
     IUSG563$38 12/31/2019
Financial Enhancement Group LLC532$36 12/31/2019
     IUSG532$36 12/31/2019
Archer Investment Corp468$34 12/31/2019
     IUSG468$34 12/31/2019
Raab & Moskowitz Asset Management LLC431$29 12/31/2019
     IUSG431$29 12/31/2019
Fusion Family Wealth LLC430$29 12/31/2019
     IUSG430$29 12/31/2019
Huntington National Bank400$27 12/31/2019
     IUSG400$27 12/31/2019
Valeo Financial Advisors LLC25,242$27 12/31/2019
     IUSG25,242$27 12/31/2019
Global Wealth Management Investment Advisory Inc.393$27 12/31/2019
     IUSG393$27 12/31/2019
Dowling & Yahnke LLC387$26 12/31/2019
     IUSG387$26 12/31/2019
Independence Advisors LLC382$26 12/31/2019
     IUSG382$26 12/31/2019
Cabana LLC341$23 12/31/2019
     IUSG341$23 12/31/2019
Glenmede Trust Co. NA325$21 12/31/2019
     IUSG325$21 12/31/2019
IFP Advisors Inc322$21 12/31/2019
     IUSG322$21 12/31/2019
Capital Investment Advisory Services LLC300$20 12/31/2019
     IUSG300$20 12/31/2019
Jackson Hole Capital Partners LLC244$17 12/31/2019
     IUSG244$17 12/31/2019
Samalin Investment Counsel LLC229$15 12/31/2019
     IUSG229$15 12/31/2019
Lenox Wealth Advisors LLC218$15 12/31/2019
     IUSG218$15 12/31/2019
CENTRAL TRUST Co200$14 12/31/2019
     IUSG200$14 12/31/2019
Cornerstone Advisors Inc.202$14 12/31/2019
     IUSG202$14 12/31/2019
Coastal Investment Advisors Inc.205$14 12/31/2019
     IUSG205$14 12/31/2019
CXI Advisors206$14 12/31/2019
     IUSG206$14 12/31/2019
AlphaCore Capital LLC187$13 12/31/2019
     IUSG187$13 12/31/2019
Front Row Advisors LLC179$12 12/31/2019
     IUSG179$12 12/31/2019
Patriot Financial Group Insurance Agency LLC163$11 12/31/2019
     IUSG163$11 12/31/2019
Pacitti Group Inc.163$11 12/31/2019
     IUSG163$11 12/31/2019
Jacobi Capital Management LLC155$10 12/31/2019
     IUSG155$10 12/31/2019
Mycio Wealth Partners LLC130$9 12/31/2019
     IUSG130$9 12/31/2019
TD Capital Management LLC137$9 12/31/2019
     IUSG137$9 12/31/2019
Barrett Asset Management LLC136$9 12/31/2019
     IUSG136$9 12/31/2019
S.A. Mason LLC132$9 12/31/2019
     IUSG132$9 12/31/2019
HCR Wealth Advisors115$8 12/31/2019
     IUSG115$8 12/31/2019
Lake Point Wealth Management120$8 12/31/2019
     IUSG120$8 12/31/2019
Asset Dedication LLC106$7 12/31/2019
     IUSG106$7 12/31/2019
Column Capital Advisors LLC117$7 12/31/2019
     IUSG117$7 12/31/2019
Creative Financial Designs Inc. ADV70$5 12/31/2019
     IUSG70$5 12/31/2019
Whittier Trust Co. of Nevada Inc.80$5 12/31/2019
     IUSG80$5 12/31/2019
Riggs Asset Managment Co. Inc.73$5 12/31/2019
     IUSG73$5 12/31/2019
Quadrant Capital Group LLC81$5 12/31/2019
     IUSG81$5 12/31/2019
Providence Capital Advisors LLC68$5 12/31/2019
     IUSG68$5 12/31/2019
Keebeck Wealth Management LLC87$5 12/31/2019
     IUSG87$5 12/31/2019
Lakeview Capital Partners LLC64$4 12/31/2019
     IUSG64$4 12/31/2019
Chevy Chase Trust Holdings Inc.50$3 12/31/2019
     IUSG50$3 12/31/2019
JNBA Financial Advisors35$2 12/31/2019
     IUSG35$2 12/31/2019
Arkadios Wealth Advisors29$2 12/31/2019
     IUSG29$2 12/31/2019
1776 Wealth LLC38$2 12/31/2019
     IUSG38$2 12/31/2019
Investors Research Corp18$1 12/31/2019
     IUSG18$1 12/31/2019
Silicon Hills Wealth Management LLC1$0 12/31/2019
     IUSG1$0 12/31/2019

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

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