HoldingsChannel.com
On this page, we present all of the funds holding IUSG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IUSG, with a link to that fund's top holdings. The next columns indicate the amount of IUSG stock held by each of the funds holding IUSG, followed by the IUSG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 601 funds holding IUSG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding IUSG), click the fund name in the "Holder" column of the funds-holding-IUSG table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Bank of America Corp DE | 36,230,437 | $3,771,588 | 12/31/2023 |
| IUSG | 36,230,437 | $3,771,588 | 12/31/2023 |
| LPL Financial LLC | 14,223,600 | $1,480,677 | 12/31/2023 |
| IUSG | 14,223,600 | $1,480,677 | 12/31/2023 |
| Morgan Stanley | 11,284,620 | $1,174,729 | 12/31/2023 |
| IUSG | 11,284,620 | $1,174,729 | 12/31/2023 |
| Jones Financial Companies Lllp | 7,181,679 | $747,613 | 12/31/2023 |
| IUSG | 7,181,679 | $747,613 | 12/31/2023 |
| JPMorgan Chase & Co. | 2,128,547 | $221,582 | 12/31/2023 |
| IUSG | 2,128,547 | $221,582 | 12/31/2023 |
| Ronald Blue Trust Inc. | 1,451,678 | $137,663 | 12/31/2023 |
| IUSG | 1,451,678 | $137,663 | 12/31/2023 |
| Envestnet Asset Management Inc. | 1,306,377 | $135,994 | 12/31/2023 |
| IUSG | 1,306,377 | $135,994 | 12/31/2023 |
| UBS Group AG | 1,289,228 | $134,209 | 12/31/2023 |
| IUSG | 1,289,228 | $134,209 | 12/31/2023 |
| Commonwealth Equity Services LLC | 1,274,651 | $132,691 | 12/31/2023 |
| IUSG | 1,274,651 | $132,691 | 12/31/2023 |
| Wells Fargo & Company MN | 1,230,828 | $128,129 | 12/31/2023 |
| IUSG | 1,230,828 | $128,129 | 12/31/2023 |
| Facet Wealth Inc. | 917,151 | $101,556 | 12/31/2023 |
| IUSG | 917,151 | $101,556 | 12/31/2023 |
| The PNC Financial Services Group Inc. | 851,690 | $88,661 | 12/31/2023 |
| IUSG | 851,690 | $88,661 | 12/31/2023 |
| FMR LLC | 731,678 | $76,168 | 12/31/2023 |
| IUSG | 731,678 | $76,168 | 12/31/2023 |
| Raymond James & Associates | 630,549 | $73,907 | 03/31/2024 |
| IUSG | 630,549 | $73,907 | 03/31/2024 |
| Royal Bank of Canada | 706,864 | $73,584 | 12/31/2023 |
| IUSG | 706,864 | $73,584 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 622,180 | $72,926 | 03/31/2024 |
| IUSG | 622,180 | $72,926 | 03/31/2024 |
| HighTower Advisors LLC | 634,530 | $66,028 | 12/31/2023 |
| IUSG | 634,530 | $66,028 | 12/31/2023 |
| Benjamin F. Edwards & Company Inc. | 598,910 | $62,347 | 12/31/2023 |
| IUSG | 598,910 | $62,347 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 530,375 | $55,212 | 12/31/2023 |
| IUSG | 530,375 | $55,212 | 12/31/2023 |
| Ameriprise Financial Inc. | 522,876 | $54,654 | 12/31/2023 |
| IUSG | 522,876 | $54,654 | 12/31/2023 |
| Legacy Financial Group LLC | 455,135 | $53,346 | 03/31/2024 |
| IUSG | 455,135 | $53,346 | 03/31/2024 |
| CI Private Wealth LLC | 436,558 | $45,446 | 12/31/2023 |
| IUSG | 436,558 | $45,446 | 12/31/2023 |
| Tennessee Valley Asset Management Partners | 387,013 | $45,362 | 03/31/2024 |
| IUSG | 387,013 | $45,362 | 03/31/2024 |
| BlackRock Inc. | 414,356 | $43,134 | 12/31/2023 |
| IUSG | 414,356 | $43,134 | 12/31/2023 |
| Allworth Financial LP | 392,000 | $40,807 | 12/31/2023 |
| IUSG | 392,000 | $40,807 | 12/31/2023 |
| Tanglewood Legacy Advisors LLC | 313,710 | $36,770 | 03/31/2024 |
| IUSG | 313,710 | $36,770 | 03/31/2024 |
| Madison Wealth Partners Inc | 340,717 | $35,469 | 12/31/2023 |
| IUSG | 340,717 | $35,469 | 12/31/2023 |
| Charles Schwab Investment Management Inc. | 339,248 | $35,316 | 12/31/2023 |
| IUSG | 339,248 | $35,316 | 12/31/2023 |
| Clearbridge Investments LLC | 331,180 | $34,476 | 12/31/2023 |
| IUSG | 331,180 | $34,476 | 12/31/2023 |
| Doliver Advisors LP | 289,201 | $33,897 | 03/31/2024 |
| IUSG | 289,201 | $33,897 | 03/31/2024 |
| Advisor Group Holdings Inc. | 304,744 | $31,727 | 12/31/2023 |
| IUSG | 304,744 | $31,727 | 12/31/2023 |
| Veracity Capital LLC | 269,854 | $31,630 | 03/31/2024 |
| IUSG | 269,854 | $31,630 | 03/31/2024 |
| Charles Schwab Trust Co | 269,030 | $31,533 | 03/31/2024 |
| IUSG | 269,030 | $31,533 | 03/31/2024 |
| Sandy Spring Bank | 287,278 | $29,906 | 12/31/2023 |
| IUSG | 287,278 | $29,906 | 12/31/2023 |
| CX Institutional | 246,943 | $28,944 | 03/31/2024 |
| IUSG | 246,943 | $28,944 | 03/31/2024 |
| Hilltop Wealth Advisors LLC | 244,944 | $28,710 | 03/31/2024 |
| IUSG | 244,944 | $28,710 | 03/31/2024 |
| DDFG Inc | 272,361 | $28,353 | 12/31/2023 |
| IUSG | 272,361 | $28,353 | 12/31/2023 |
| Petix & Botte Co | 269,764 | $28,082 | 12/31/2023 |
| IUSG | 269,764 | $28,082 | 12/31/2023 |
| Cetera Advisor Networks LLC | 269,648 | $28,070 | 12/31/2023 |
| IUSG | 269,648 | $28,070 | 12/31/2023 |
| Goldman Sachs Group Inc. | 259,919 | $27,058 | 12/31/2023 |
| IUSG | 259,919 | $27,058 | 12/31/2023 |
| Cardinal Strategic Wealth Guidance | 255,708 | $26,621 | 12/31/2023 |
| IUSG | 255,708 | $26,621 | 12/31/2023 |
| Strategies Wealth Advisors LLC | 221,741 | $25,990 | 03/31/2024 |
| IUSG | 221,741 | $25,990 | 03/31/2024 |
| Equitable Holdings Inc. | 245,306 | $25,536 | 12/31/2023 |
| IUSG | 245,306 | $25,536 | 12/31/2023 |
| Alliancebernstein L.P. | 238,440 | $24,822 | 12/31/2023 |
| IUSG | 238,440 | $24,822 | 12/31/2023 |
| Modera Wealth Management LLC | 233,876 | $24,346 | 12/31/2023 |
| IUSG | 233,876 | $24,346 | 12/31/2023 |
| ForthRight Wealth Management LLC | 203,043 | $23,799 | 03/31/2024 |
| IUSG | 203,043 | $23,799 | 03/31/2024 |
| Baird Financial Group Inc. | 206,218 | $21,467 | 12/31/2023 |
| IUSG | 206,218 | $21,467 | 12/31/2023 |
| Blair William & Co. IL | 198,370 | $20,650 | 12/31/2023 |
| IUSG | 198,370 | $20,650 | 12/31/2023 |
| Edge Capital Group LLC | 198,124 | $20,625 | 12/31/2023 |
| IUSG | 198,124 | $20,625 | 12/31/2023 |
| Avantax Advisory Services Inc. | 197,427 | $20,552 | 12/31/2023 |
| IUSG | 197,427 | $20,552 | 12/31/2023 |
| Mascoma Wealth Management LLC | 193,725 | $20,167 | 12/31/2023 |
| IUSG | 193,725 | $20,167 | 12/31/2023 |
| ERTS Wealth Advisors LLC | 170,864 | $20,027 | 03/31/2024 |
| IUSG | 170,864 | $20,027 | 03/31/2024 |
| Howe & Rusling Inc. | 189,907 | $19,769 | 12/31/2023 |
| IUSG | 189,907 | $19,769 | 12/31/2023 |
| Natixis Advisors L.P. | 189,710 | $19,748 | 12/31/2023 |
| IUSG | 189,710 | $19,748 | 12/31/2023 |
| Colony Group LLC | 184,890 | $19,247 | 12/31/2023 |
| IUSG | 184,890 | $19,247 | 12/31/2023 |
| Private Advisor Group LLC | 180,309 | $18,770 | 12/31/2023 |
| IUSG | 180,309 | $18,770 | 12/31/2023 |
| Savant Capital LLC | 170,708 | $17,771 | 12/31/2023 |
| IUSG | 170,708 | $17,771 | 12/31/2023 |
| Truist Financial Corp | 164,927 | $17,169 | 12/31/2023 |
| IUSG | 164,927 | $17,169 | 12/31/2023 |
| Spire Wealth Management | 155,245 | $16,655 | 12/31/2023 |
| IUSG | 155,245 | $16,655 | 12/31/2023 |
| Cutler Investment Counsel LLC | 159,431 | $16,597 | 12/31/2023 |
| IUSG | 159,431 | $16,597 | 12/31/2023 |
| Integrated Wealth Concepts LLC | 158,781 | $16,529 | 12/31/2023 |
| IUSG | 158,781 | $16,529 | 12/31/2023 |
| AE Wealth Management LLC | 148,345 | $16,084 | 12/31/2023 |
| IUSG | 148,345 | $16,084 | 12/31/2023 |
| Helen Stephens Group LLC | 136,423 | $15,990 | 03/31/2024 |
| IUSG | 136,423 | $15,990 | 03/31/2024 |
| MML Investors Services LLC | 149,426 | $15,555 | 12/31/2023 |
| IUSG | 149,426 | $15,555 | 12/31/2023 |
| Adviser Investments LLC | 148,380 | $15,446 | 12/31/2023 |
| IUSG | 148,380 | $15,446 | 12/31/2023 |
| Coho Partners Ltd. | 143,669 | $14,956 | 12/31/2023 |
| IUSG | 143,669 | $14,956 | 12/31/2023 |
| Stifel Financial Corp | 143,415 | $14,931 | 12/31/2023 |
| IUSG | 143,415 | $14,931 | 12/31/2023 |
| Amplius Wealth Advisors LLC | 125,588 | $14,720 | 03/31/2024 |
| IUSG | 125,588 | $14,720 | 03/31/2024 |
| Hudock Inc. | 135,757 | $14,132 | 12/31/2023 |
| IUSG | 135,757 | $14,132 | 12/31/2023 |
| ZRC Wealth Management LLC | 118,344 | $13,839 | 03/31/2024 |
| IUSG | 118,344 | $13,839 | 03/31/2024 |
| Canvas Wealth Advisors LLC | 112,263 | $12,685 | 03/31/2024 |
| IUSG | 112,263 | $12,685 | 03/31/2024 |
| Financial Advocates Investment Management | 119,419 | $12,457 | 12/31/2023 |
| IUSG | 119,419 | $12,457 | 12/31/2023 |
| Advanced Asset Management Advisors Inc | 119,600 | $12,450 | 12/31/2023 |
| IUSG | 119,600 | $12,450 | 12/31/2023 |
| Captrust Financial Advisors | 114,374 | $11,906 | 12/31/2023 |
| IUSG | 114,374 | $11,906 | 12/31/2023 |
| M&T Bank Corp | 113,894 | $11,856 | 12/31/2023 |
| IUSG | 113,894 | $11,856 | 12/31/2023 |
| United Capital Financial Advisers LLC | 112,634 | $11,725 | 12/31/2023 |
| IUSG | 112,634 | $11,725 | 12/31/2023 |
| Principal Securities Inc. | 112,540 | $11,715 | 12/31/2023 |
| IUSG | 112,540 | $11,715 | 12/31/2023 |
| Kestra Advisory Services LLC | 112,468 | $11,708 | 12/31/2023 |
| IUSG | 112,468 | $11,708 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 98,475 | $11,542 | 03/31/2024 |
| IUSG | 98,475 | $11,542 | 03/31/2024 |
| Kestra Private Wealth Services LLC | 110,582 | $11,512 | 12/31/2023 |
| IUSG | 110,582 | $11,512 | 12/31/2023 |
| Ironwood Wealth Management Inc. | 97,531 | $11,484 | 03/31/2024 |
| IUSG | 97,531 | $11,484 | 03/31/2024 |
| Rockefeller Capital Management L.P. | 107,291 | $11,169 | 12/31/2023 |
| IUSG | 107,291 | $11,169 | 12/31/2023 |
| Birchcreek Wealth Management LLC | 105,508 | $10,983 | 12/31/2023 |
| IUSG | 105,508 | $10,983 | 12/31/2023 |
| Richard W. Paul & Associates LLC | 105,447 | $10,977 | 12/31/2023 |
| IUSG | 105,447 | $10,977 | 12/31/2023 |
| Vantage Financial Partners LLC | 99,183 | $10,325 | 12/31/2023 |
| IUSG | 99,183 | $10,325 | 12/31/2023 |
| Founders Financial Securities LLC | 84,207 | $9,870 | 03/31/2024 |
| IUSG | 84,207 | $9,870 | 03/31/2024 |
| Financial Council Asset Management Inc | 94,400 | $9,827 | 12/31/2023 |
| IUSG | 94,400 | $9,827 | 12/31/2023 |
| PCA Investment Advisory Services Inc. | 93,384 | $9,721 | 12/31/2023 |
| IUSG | 93,384 | $9,721 | 12/31/2023 |
| NorthStar Asset Management LLC NJ | 92,841 | $9,665 | 12/31/2023 |
| IUSG | 92,841 | $9,665 | 12/31/2023 |
| Resources Investment Advisors LLC. | 91,991 | $9,576 | 12/31/2023 |
| IUSG | 91,991 | $9,576 | 12/31/2023 |
| NBT Bank N A NY | 89,196 | $9,285 | 12/31/2023 |
| IUSG | 89,196 | $9,285 | 12/31/2023 |
| Brio Consultants LLC | 86,438 | $8,998 | 12/31/2023 |
| IUSG | 86,438 | $8,998 | 12/31/2023 |
| Stratos Wealth Partners LTD. | 76,046 | $8,913 | 03/31/2024 |
| IUSG | 76,046 | $8,913 | 03/31/2024 |
| Global Strategic Investment Solutions LLC | 83,378 | $8,680 | 12/31/2023 |
| IUSG | 83,378 | $8,680 | 12/31/2023 |
| Horizon Investments LLC | 80,330 | $8,362 | 12/31/2023 |
| IUSG | 80,330 | $8,362 | 12/31/2023 |
| Comerica Bank | 78,531 | $8,175 | 12/31/2023 |
| IUSG | 78,531 | $8,175 | 12/31/2023 |
| Cetera Advisors LLC | 78,493 | $8,171 | 12/31/2023 |
| IUSG | 78,493 | $8,171 | 12/31/2023 |
| Thoroughbred Financial Services LLC | 75,066 | $7,814 | 12/31/2023 |
| IUSG | 75,066 | $7,814 | 12/31/2023 |
| Kayne Anderson Rudnick Investment Management LLC | 74,959 | $7,798 | 12/31/2023 |
| IUSG | 74,959 | $7,798 | 12/31/2023 |
| Gallagher Fiduciary Advisors LLC | 74,083 | $7,712 | 12/31/2023 |
| IUSG | 74,083 | $7,712 | 12/31/2023 |
| Quent Capital LLC | 72,356 | $7,532 | 12/31/2023 |
| IUSG | 72,356 | $7,532 | 12/31/2023 |
| Rooted Wealth Advisors Inc. | 64,426 | $7,502 | 03/31/2024 |
| IUSG | 64,426 | $7,502 | 03/31/2024 |
| Perigon Wealth Management LLC | 70,463 | $7,335 | 12/31/2023 |
| IUSG | 70,463 | $7,335 | 12/31/2023 |
| Cosner Financial Group LLC | 69,120 | $7,195 | 12/31/2023 |
| IUSG | 69,120 | $7,195 | 12/31/2023 |
| Concurrent Investment Advisors LLC | 68,832 | $7,165 | 12/31/2023 |
| IUSG | 68,832 | $7,165 | 12/31/2023 |
| Mitchell Capital Management Co. | 68,818 | $7,164 | 12/31/2023 |
| IUSG | 68,818 | $7,164 | 12/31/2023 |
| Monticello Wealth Management LLC | 68,696 | $7,151 | 12/31/2023 |
| IUSG | 68,696 | $7,151 | 12/31/2023 |
| IHT Wealth Management LLC | 66,863 | $6,960 | 12/31/2023 |
| IUSG | 66,863 | $6,960 | 12/31/2023 |
| GDS Wealth Management | 63,822 | $6,644 | 12/31/2023 |
| IUSG | 63,822 | $6,644 | 12/31/2023 |
| Phoenix Wealth Advisors | 63,524 | $6,509 | 12/31/2023 |
| IUSG | 63,524 | $6,509 | 12/31/2023 |
| Creative Planning | 62,116 | $6,466 | 12/31/2023 |
| IUSG | 62,116 | $6,466 | 12/31/2023 |
| Bank of Montreal Can | 61,528 | $6,441 | 12/31/2023 |
| IUSG | 61,528 | $6,441 | 12/31/2023 |
| Atria Investments LLC | 61,858 | $6,439 | 12/31/2023 |
| IUSG | 61,858 | $6,439 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 59,513 | $6,195 | 12/31/2023 |
| IUSG | 59,513 | $6,195 | 12/31/2023 |
| Spectrum Wealth Advisory Group LLC | 51,904 | $6,084 | 03/31/2024 |
| IUSG | 51,904 | $6,084 | 03/31/2024 |
| Global Retirement Partners LLC | 49,565 | $5,810 | 03/31/2024 |
| IUSG | 49,565 | $5,810 | 03/31/2024 |
| Cetera Investment Advisers | 54,919 | $5,717 | 12/31/2023 |
| IUSG | 54,919 | $5,717 | 12/31/2023 |
| Two Sigma Investments LP | 54,800 | $5,705 | 12/31/2023 |
| IUSG | 54,800 | $5,705 | 12/31/2023 |
| Main Street Financial Solutions LLC | 48,130 | $5,641 | 03/31/2024 |
| IUSG | 48,130 | $5,641 | 03/31/2024 |
| Mariner LLC | 54,071 | $5,629 | 12/31/2023 |
| IUSG | 54,071 | $5,629 | 12/31/2023 |
| Wealth Quarterback LLC | 53,613 | $5,581 | 12/31/2023 |
| IUSG | 53,613 | $5,581 | 12/31/2023 |
| Westwood Holdings Group Inc. | 52,878 | $5,505 | 12/31/2023 |
| IUSG | 52,878 | $5,505 | 12/31/2023 |
| MidWestOne Financial Group Inc. | 48,800 | $5,080 | 12/31/2023 |
| IUSG | 48,800 | $5,080 | 12/31/2023 |
| Coldstream Capital Management Inc. | 48,707 | $5,070 | 12/31/2023 |
| IUSG | 48,707 | $5,070 | 12/31/2023 |
| MY Purposeful Wealth CORP. | 45,660 | $4,753 | 12/31/2023 |
| IUSG | 45,660 | $4,753 | 12/31/2023 |
| Cresset Asset Management LLC | 43,112 | $4,488 | 12/31/2023 |
| IUSG | 43,112 | $4,488 | 12/31/2023 |
| Colorado Capital Management Inc. | 38,191 | $4,476 | 03/31/2024 |
| IUSG | 38,191 | $4,476 | 03/31/2024 |
| Valmark Advisers Inc. | 42,438 | $4,418 | 12/31/2023 |
| IUSG | 42,438 | $4,418 | 12/31/2023 |
| Lido Advisors LLC | 41,846 | $4,356 | 12/31/2023 |
| IUSG | 41,846 | $4,356 | 12/31/2023 |
| RFG Advisory LLC | 36,780 | $4,311 | 03/31/2024 |
| IUSG | 36,780 | $4,311 | 03/31/2024 |
| Bailard Inc. | 41,200 | $4,289 | 12/31/2023 |
| IUSG | 41,200 | $4,289 | 12/31/2023 |
| Foundry Financial Group Inc. | 41,075 | $4,276 | 12/31/2023 |
| IUSG | 41,075 | $4,276 | 12/31/2023 |
| CWM LLC | 35,915 | $4,210 | 03/31/2024 |
| IUSG | 35,915 | $4,210 | 03/31/2024 |
| Integrated Advisors Network LLC | 40,357 | $4,201 | 12/31/2023 |
| IUSG | 40,357 | $4,201 | 12/31/2023 |
| First Heartland Consultants Inc. | 39,661 | $4,129 | 12/31/2023 |
| IUSG | 39,661 | $4,129 | 12/31/2023 |
| US Bancorp DE | 39,572 | $4,120 | 12/31/2023 |
| IUSG | 39,572 | $4,120 | 12/31/2023 |
| Windward Private Wealth Management Inc. | 39,321 | $4,093 | 12/31/2023 |
| IUSG | 39,321 | $4,093 | 12/31/2023 |
| Monument Capital Management | 32,414 | $3,799 | 03/31/2024 |
| IUSG | 32,414 | $3,799 | 03/31/2024 |
| Parsons Capital Management Inc. RI | 32,188 | $3,773 | 03/31/2024 |
| IUSG | 32,188 | $3,773 | 03/31/2024 |
| Able Wealth Management LLC | 36,131 | $3,761 | 12/31/2023 |
| IUSG | 36,131 | $3,761 | 12/31/2023 |
| Mcdonald Partners LLC | 32,000 | $3,751 | 03/31/2024 |
| IUSG | 32,000 | $3,751 | 03/31/2024 |
| Oppenheimer Asset Management Inc. | 35,664 | $3,713 | 12/31/2023 |
| IUSG | 35,664 | $3,713 | 12/31/2023 |
| Capital Investment Advisory Services LLC | 35,670 | $3,713 | 12/31/2023 |
| IUSG | 35,670 | $3,713 | 12/31/2023 |
| Thrivent Financial for Lutherans | 35,404 | $3,686 | 12/31/2023 |
| IUSG | 35,404 | $3,686 | 12/31/2023 |
| Stonebridge Financial Planning Group LLC | 35,055 | $3,649 | 12/31/2023 |
| IUSG | 35,055 | $3,649 | 12/31/2023 |
| Investment Advisory Services Inc. TX ADV | 34,329 | $3,574 | 12/31/2023 |
| IUSG | 34,329 | $3,574 | 12/31/2023 |
| Janney Montgomery Scott LLC | 34,143 | $3,554 | 12/31/2023 |
| IUSG | 34,143 | $3,554 | 12/31/2023 |
| Wealthcare Advisory Partners LLC | 28,452 | $3,335 | 03/31/2024 |
| IUSG | 28,452 | $3,335 | 03/31/2024 |
| Aspiriant LLC | 28,242 | $3,310 | 03/31/2024 |
| IUSG | 28,242 | $3,310 | 03/31/2024 |
| Atria Wealth Solutions Inc. | 31,513 | $3,281 | 12/31/2023 |
| IUSG | 31,513 | $3,281 | 12/31/2023 |
| Neumann Capital Management LLC | 30,806 | $3,207 | 12/31/2023 |
| IUSG | 30,806 | $3,207 | 12/31/2023 |
| Signal Advisors Wealth LLC | 27,283 | $3,198 | 03/31/2024 |
| IUSG | 27,283 | $3,198 | 03/31/2024 |
| WealthShield Partners LLC | 30,706 | $3,196 | 12/31/2023 |
| IUSG | 30,706 | $3,196 | 12/31/2023 |
| Western Wealth Management LLC | 30,549 | $3,180 | 12/31/2023 |
| IUSG | 30,549 | $3,180 | 12/31/2023 |
| Foguth Wealth Management LLC. | 26,972 | $3,161 | 03/31/2024 |
| IUSG | 26,972 | $3,161 | 03/31/2024 |
| Watchman Group Inc. | 30,197 | $3,144 | 12/31/2023 |
| IUSG | 30,197 | $3,144 | 12/31/2023 |
| TIAA Trust National Association | 29,657 | $3,087 | 12/31/2023 |
| IUSG | 29,657 | $3,087 | 12/31/2023 |
| Columbus Macro LLC | 26,260 | $3,078 | 03/31/2024 |
| IUSG | 26,260 | $3,078 | 03/31/2024 |
| JMG Financial Group Ltd. | 29,356 | $3,056 | 12/31/2023 |
| IUSG | 29,356 | $3,056 | 12/31/2023 |
| Lincoln National Corp | 29,265 | $3,046 | 12/31/2023 |
| IUSG | 29,265 | $3,046 | 12/31/2023 |
| Private Trust Co. NA | 29,203 | $3,040 | 12/31/2023 |
| IUSG | 29,203 | $3,040 | 12/31/2023 |
| Transatlantique Private Wealth LLC | 29,016 | $3,021 | 12/31/2023 |
| IUSG | 29,016 | $3,021 | 12/31/2023 |
| Motive Wealth Advisors | 28,524 | $2,969 | 12/31/2023 |
| IUSG | 28,524 | $2,969 | 12/31/2023 |
| Riverbridge Partners LLC | 28,370 | $2,953 | 12/31/2023 |
| IUSG | 28,370 | $2,953 | 12/31/2023 |
| Greenline Partners LLC | 27,574 | $2,870 | 12/31/2023 |
| IUSG | 27,574 | $2,870 | 12/31/2023 |
| Cornerstone Advisory LLC | 27,206 | $2,832 | 12/31/2023 |
| IUSG | 27,206 | $2,832 | 12/31/2023 |
| Redhawk Wealth Advisors Inc. | 26,866 | $2,797 | 12/31/2023 |
| IUSG | 26,866 | $2,797 | 12/31/2023 |
| Csenge Advisory Group | 26,362 | $2,744 | 12/31/2023 |
| IUSG | 26,362 | $2,744 | 12/31/2023 |
| Benedetti & Gucer Inc. | 25,371 | $2,641 | 12/31/2023 |
| IUSG | 25,371 | $2,641 | 12/31/2023 |
| Omega Financial Group LLC | 22,480 | $2,635 | 03/31/2024 |
| IUSG | 22,480 | $2,635 | 03/31/2024 |
| Jane Street Group LLC | 25,174 | $2,621 | 12/31/2023 |
| IUSG | 25,174 | $2,621 | 12/31/2023 |
| Garde Capital Inc. | 24,848 | $2,587 | 12/31/2023 |
| IUSG | 24,848 | $2,587 | 12/31/2023 |
| Hollencrest Capital Management | 24,795 | $2,581 | 12/31/2023 |
| IUSG | 24,795 | $2,581 | 12/31/2023 |
| Renaissance Technologies LLC | 24,700 | $2,571 | 12/31/2023 |
| IUSG | 24,700 | $2,571 | 12/31/2023 |
| Flagship Private Wealth LLC | 24,652 | $2,566 | 12/31/2023 |
| IUSG | 24,652 | $2,566 | 12/31/2023 |
| HB Wealth Management LLC | 24,580 | $2,559 | 12/31/2023 |
| IUSG | 24,580 | $2,559 | 12/31/2023 |
| Sailer Financial LLC | 24,383 | $2,538 | 12/31/2023 |
| IUSG | 24,383 | $2,538 | 12/31/2023 |
| CENTRAL TRUST Co | 23,997 | $2,498 | 12/31/2023 |
| IUSG | 23,997 | $2,498 | 12/31/2023 |
| Mercer Global Advisors Inc. ADV | 23,790 | $2,477 | 12/31/2023 |
| IUSG | 23,790 | $2,477 | 12/31/2023 |
| Planning Directions Inc. | 23,780 | $2,476 | 12/31/2023 |
| IUSG | 23,780 | $2,476 | 12/31/2023 |
| Susquehanna International Group LLP | 23,085 | $2,403 | 12/31/2023 |
| IUSG | 23,085 | $2,403 | 12/31/2023 |
| Essex Financial Services Inc. | 23,029 | $2,397 | 12/31/2023 |
| IUSG | 23,029 | $2,397 | 12/31/2023 |
| Good Life Advisors LLC | 22,781 | $2,372 | 12/31/2023 |
| IUSG | 22,781 | $2,372 | 12/31/2023 |
| Legacy Private Trust Co. | 19,300 | $2,262 | 03/31/2024 |
| IUSG | 19,300 | $2,262 | 03/31/2024 |
| Traveka Wealth LLC | 19,160 | $2,246 | 03/31/2024 |
| IUSG | 19,160 | $2,246 | 03/31/2024 |
| TriaGen Wealth Management LLC | 18,894 | $2,215 | 03/31/2024 |
| IUSG | 18,894 | $2,215 | 03/31/2024 |
| Vident Advisory LLC | 21,213 | $2,208 | 12/31/2023 |
| IUSG | 21,213 | $2,208 | 12/31/2023 |
| Cornell Pochily Investment Advisors Inc. | 18,819 | $2,206 | 03/31/2024 |
| IUSG | 18,819 | $2,206 | 03/31/2024 |
| Evoke Wealth LLC | 21,167 | $2,203 | 12/31/2023 |
| IUSG | 21,167 | $2,203 | 12/31/2023 |
| D.A. Davidson & CO. | 21,061 | $2,192 | 12/31/2023 |
| IUSG | 21,061 | $2,192 | 12/31/2023 |
| Stokes Family Office LLC | 20,709 | $2,156 | 12/31/2023 |
| IUSG | 20,709 | $2,156 | 12/31/2023 |
| GWM Advisors LLC | 20,283 | $2,154 | 12/31/2023 |
| IUSG | 20,283 | $2,154 | 12/31/2023 |
| Financial Counselors Inc. | 20,603 | $2,145 | 12/31/2023 |
| IUSG | 20,603 | $2,145 | 12/31/2023 |
| Knightsbridge Asset Management LLC | 20,425 | $2,126 | 12/31/2023 |
| IUSG | 20,425 | $2,126 | 12/31/2023 |
 Citadel Advisors LLC | $2,118 | 12/31/2023 | |
| IUSG | 19,647 | $2,045 | 12/31/2023 |
| Call | 1,300 | $135 | 12/31/2023 |
| Put | 600 | $62 | 12/31/2023 |
| ICA Group Wealth Management LLC | 19,641 | $2,045 | 12/31/2023 |
| IUSG | 19,641 | $2,045 | 12/31/2023 |
| Sovereign Financial Group Inc. | 17,133 | $2,008 | 03/31/2024 |
| IUSG | 17,133 | $2,008 | 03/31/2024 |
| Y Intercept Hong Kong Ltd | 19,102 | $1,989 | 12/31/2023 |
| IUSG | 19,102 | $1,989 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 18,968 | $1,975 | 12/31/2023 |
| IUSG | 18,968 | $1,975 | 12/31/2023 |
| Prudential Financial Inc. | 18,957 | $1,973 | 12/31/2023 |
| IUSG | 18,957 | $1,973 | 12/31/2023 |
| Northern Trust Corp | 18,525 | $1,928 | 12/31/2023 |
| IUSG | 18,525 | $1,928 | 12/31/2023 |
| Sowell Financial Services LLC | 18,305 | $1,906 | 12/31/2023 |
| IUSG | 18,305 | $1,906 | 12/31/2023 |
| Quantinno Capital Management LP | 18,024 | $1,876 | 12/31/2023 |
| IUSG | 18,024 | $1,876 | 12/31/2023 |
| Kingsview Wealth Management LLC | 17,479 | $1,820 | 12/31/2023 |
| IUSG | 17,479 | $1,820 | 12/31/2023 |
| CAPROCK Group Inc. | 17,355 | $1,807 | 12/31/2023 |
| IUSG | 17,355 | $1,807 | 12/31/2023 |
| Chicago Partners Investment Group LLC | 16,590 | $1,798 | 12/31/2023 |
| IUSG | 16,590 | $1,798 | 12/31/2023 |
| Jamison Private Wealth Management Inc. | 16,588 | $1,727 | 12/31/2023 |
| IUSG | 16,588 | $1,727 | 12/31/2023 |
| Great Valley Advisor Group Inc. | 16,451 | $1,713 | 12/31/2023 |
| IUSG | 16,451 | $1,713 | 12/31/2023 |
| Prospera Financial Services Inc | 16,157 | $1,682 | 12/31/2023 |
| IUSG | 16,157 | $1,682 | 12/31/2023 |
| Sequoia Financial Advisors LLC | 16,018 | $1,667 | 12/31/2023 |
| IUSG | 16,018 | $1,667 | 12/31/2023 |
| Ackerman Capital Advisors LLC | 15,750 | $1,640 | 12/31/2023 |
| IUSG | 15,750 | $1,640 | 12/31/2023 |
| IFG Advisory LLC | 15,565 | $1,620 | 12/31/2023 |
| IUSG | 15,565 | $1,620 | 12/31/2023 |
| ORG Partners LLC | 15,470 | $1,612 | 12/31/2023 |
| IUSG | 15,470 | $1,612 | 12/31/2023 |
| Cahill Financial Advisors Inc. | 14,867 | $1,548 | 12/31/2023 |
| IUSG | 14,867 | $1,548 | 12/31/2023 |
| PFG Advisors | 14,850 | $1,546 | 12/31/2023 |
| IUSG | 14,850 | $1,546 | 12/31/2023 |
| First National Bank of Hutchinson | 14,497 | $1,509 | 12/31/2023 |
| IUSG | 14,497 | $1,509 | 12/31/2023 |
| Family Firm Inc. | 14,426 | $1,502 | 12/31/2023 |
| IUSG | 14,426 | $1,502 | 12/31/2023 |
| Cim LLC | 13,006 | $1,489 | 12/31/2023 |
| IUSG | 13,006 | $1,489 | 12/31/2023 |
| White Lighthouse Investment Management Inc. | 14,244 | $1,483 | 12/31/2023 |
| IUSG | 14,244 | $1,483 | 12/31/2023 |
| Sterling Investment Counsel LLC | 14,167 | $1,475 | 12/31/2023 |
| IUSG | 14,167 | $1,475 | 12/31/2023 |
| Clarius Group LLC | 12,300 | $1,442 | 03/31/2024 |
| IUSG | 12,300 | $1,442 | 03/31/2024 |
| DHK Financial Advisors Inc. | 13,625 | $1,418 | 12/31/2023 |
| IUSG | 13,625 | $1,418 | 12/31/2023 |
| Becker Capital Management Inc. | 13,509 | $1,406 | 12/31/2023 |
| IUSG | 13,509 | $1,406 | 12/31/2023 |
| Prime Capital Investment Advisors LLC | 13,177 | $1,372 | 12/31/2023 |
| IUSG | 13,177 | $1,372 | 12/31/2023 |
| Fifth Third Securities Inc. | 11,665 | $1,367 | 03/31/2024 |
| IUSG | 11,665 | $1,367 | 03/31/2024 |
| Holistic Planning LLC | 13,066 | $1,360 | 12/31/2023 |
| IUSG | 13,066 | $1,360 | 12/31/2023 |
| Camden Capital LLC | 13,056 | $1,359 | 12/31/2023 |
| IUSG | 13,056 | $1,359 | 12/31/2023 |
| Westfield Capital Management Co. LP | 12,905 | $1,343 | 12/31/2023 |
| IUSG | 12,905 | $1,343 | 12/31/2023 |
| Litman Gregory Asset Management LLC | 12,783 | $1,331 | 12/31/2023 |
| IUSG | 12,783 | $1,331 | 12/31/2023 |
| AQR Capital Management LLC | 12,648 | $1,317 | 12/31/2023 |
| IUSG | 12,648 | $1,317 | 12/31/2023 |
| Nikulski Financial Inc. | 11,194 | $1,312 | 03/31/2024 |
| IUSG | 11,194 | $1,312 | 03/31/2024 |
| Brighton Jones LLC | 12,479 | $1,299 | 12/31/2023 |
| IUSG | 12,479 | $1,299 | 12/31/2023 |
| Valley Forge Investment Consultants Inc. ADV | 12,323 | $1,283 | 12/31/2023 |
| IUSG | 12,323 | $1,283 | 12/31/2023 |
| Ameritas Advisory Services LLC | 11,687 | $1,275 | 12/31/2023 |
| IUSG | 11,687 | $1,275 | 12/31/2023 |
| Sigma Planning Corp | 12,236 | $1,274 | 12/31/2023 |
| IUSG | 12,236 | $1,274 | 12/31/2023 |
| TD Waterhouse Canada Inc. | 12,231 | $1,273 | 12/31/2023 |
| IUSG | 12,231 | $1,273 | 12/31/2023 |
| Clearstead Advisors LLC | 12,209 | $1,271 | 12/31/2023 |
| IUSG | 12,209 | $1,271 | 12/31/2023 |
| EP Wealth Advisors LLC | 12,210 | $1,271 | 12/31/2023 |
| IUSG | 12,210 | $1,271 | 12/31/2023 |
| Benchmark Financial Wealth Advisors LLC | 10,460 | $1,226 | 03/31/2024 |
| IUSG | 10,460 | $1,226 | 03/31/2024 |
| Transcend Wealth Collective LLC | 11,684 | $1,216 | 12/31/2023 |
| IUSG | 11,684 | $1,216 | 12/31/2023 |
| Texas Capital Bank Wealth Management Services Inc. | 11,624 | $1,210 | 12/31/2023 |
| IUSG | 11,624 | $1,210 | 12/31/2023 |
| Hubbell Strickland Wealth Management LLC | 10,205 | $1,208 | 03/31/2024 |
| IUSG | 10,205 | $1,208 | 03/31/2024 |
| Darden Wealth Group Inc | 11,399 | $1,187 | 12/31/2023 |
| IUSG | 11,399 | $1,187 | 12/31/2023 |
| Commerce Bank | 11,091 | $1,155 | 12/31/2023 |
| IUSG | 11,091 | $1,155 | 12/31/2023 |
| Carlton Hofferkamp & Jenks Wealth Management LLC | 10,654 | $1,155 | 12/31/2023 |
| IUSG | 10,654 | $1,155 | 12/31/2023 |
| Farther Finance Advisors LLC | 10,935 | $1,138 | 12/31/2023 |
| IUSG | 10,935 | $1,138 | 12/31/2023 |
| Orion Portfolio Solutions LLC | 10,686 | $1,102 | 12/31/2023 |
| IUSG | 10,686 | $1,102 | 12/31/2023 |
| Symphony Financial Ltd. Co. | 9,258 | $1,085 | 03/31/2024 |
| IUSG | 9,258 | $1,085 | 03/31/2024 |
| Presilium Private Wealth LLC | 10,383 | $1,081 | 12/31/2023 |
| IUSG | 10,383 | $1,081 | 12/31/2023 |
| GSG Advisors LLC | 9,231 | $1,079 | 03/31/2024 |
| IUSG | 9,231 | $1,079 | 03/31/2024 |
| Keystone Financial Group | 10,327 | $1,075 | 12/31/2023 |
| IUSG | 10,327 | $1,075 | 12/31/2023 |
| Meridian Wealth Management LLC | 10,235 | $1,065 | 12/31/2023 |
| IUSG | 10,235 | $1,065 | 12/31/2023 |
| Oak Ridge Investments LLC | 10,221 | $1,064 | 12/31/2023 |
| IUSG | 10,221 | $1,064 | 12/31/2023 |
| Trilogy Capital Inc. | 9,048 | $1,061 | 03/31/2024 |
| IUSG | 9,048 | $1,061 | 03/31/2024 |
| Raymond James Trust N.A. | 10,145 | $1,056 | 12/31/2023 |
| IUSG | 10,145 | $1,056 | 12/31/2023 |
| Wealth Management Partners LLC | 8,960 | $1,050 | 03/31/2024 |
| IUSG | 8,960 | $1,050 | 03/31/2024 |
| Grey Fox Wealth Advisors LLC | 8,906 | $1,044 | 03/31/2024 |
| IUSG | 8,906 | $1,044 | 03/31/2024 |
| Millennium Management LLC | 9,998 | $1,041 | 12/31/2023 |
| IUSG | 9,998 | $1,041 | 12/31/2023 |
| Oppenheimer & Co. Inc. | 9,967 | $1,038 | 12/31/2023 |
| IUSG | 9,967 | $1,038 | 12/31/2023 |
| Focus Financial Network Inc. ADV | 9,674 | $1,007 | 12/31/2023 |
| IUSG | 9,674 | $1,007 | 12/31/2023 |
| Robinson Smith Wealth Advisors LLC | 9,515 | $991 | 12/31/2023 |
| IUSG | 9,515 | $991 | 12/31/2023 |
| Boston Private Wealth LLC | 9,473 | $986 | 12/31/2023 |
| IUSG | 9,473 | $986 | 12/31/2023 |
| VAUGHAN & Co SECURITIES INC. | 9,459 | $985 | 12/31/2023 |
| IUSG | 9,459 | $985 | 12/31/2023 |
| Burns Matteson Capital Management LLC | 9,144 | $952 | 12/31/2023 |
| IUSG | 9,144 | $952 | 12/31/2023 |
| Parallel Advisors LLC | 9,123 | $950 | 12/31/2023 |
| IUSG | 9,123 | $950 | 12/31/2023 |
| Endowment Wealth Management Inc. | 9,118 | $949 | 12/31/2023 |
| IUSG | 9,118 | $949 | 12/31/2023 |
| Venture Visionary Partners LLC | 9,066 | $944 | 12/31/2023 |
| IUSG | 9,066 | $944 | 12/31/2023 |
| Moneta Group Investment Advisors LLC | 8,967 | $933 | 12/31/2023 |
| IUSG | 8,967 | $933 | 12/31/2023 |
| Talisman Wealth Advisors LLC | 8,841 | $920 | 12/31/2023 |
| IUSG | 8,841 | $920 | 12/31/2023 |
| PFG Investments LLC | 7,700 | $903 | 03/31/2024 |
| IUSG | 7,700 | $903 | 03/31/2024 |
| Vista Private Wealth Partners. LLC | 8,908 | $902 | 12/31/2023 |
| IUSG | 8,908 | $902 | 12/31/2023 |
| Bank of New York Mellon Corp | 8,657 | $901 | 12/31/2023 |
| IUSG | 8,657 | $901 | 12/31/2023 |
| YHB Investment Advisors Inc. | 8,577 | $893 | 12/31/2023 |
| IUSG | 8,577 | $893 | 12/31/2023 |
| BCJ Capital Management LLC | 8,507 | $886 | 12/31/2023 |
| IUSG | 8,507 | $886 | 12/31/2023 |
| Benchmark Investment Advisors LLC | 8,507 | $886 | 12/31/2023 |
| IUSG | 8,507 | $886 | 12/31/2023 |
| O Shaughnessy Asset Management LLC | 8,473 | $882 | 12/31/2023 |
| IUSG | 8,473 | $882 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 8,344 | $869 | 12/31/2023 |
| IUSG | 8,344 | $869 | 12/31/2023 |
| Victory Financial Group LLC | 8,328 | $867 | 12/31/2023 |
| IUSG | 8,328 | $867 | 12/31/2023 |
| Twin Peaks Wealth Advisors LLC | 7,229 | $847 | 03/31/2024 |
| IUSG | 7,229 | $847 | 03/31/2024 |
| AlTi Global Inc. | 8,099 | $843 | 12/31/2023 |
| IUSG | 8,099 | $843 | 12/31/2023 |
| Johnson Financial Group Inc. | 8,017 | $835 | 12/31/2023 |
| IUSG | 8,017 | $835 | 12/31/2023 |
| Whittier Trust Co. | 8,000 | $833 | 12/31/2023 |
| IUSG | 8,000 | $833 | 12/31/2023 |
| Perennial Investment Advisors LLC | 7,918 | $824 | 12/31/2023 |
| IUSG | 7,918 | $824 | 12/31/2023 |
| Inscription Capital LLC | 7,000 | $818 | 03/31/2024 |
| IUSG | 7,000 | $818 | 03/31/2024 |
| TL Private Wealth | 6,957 | $813 | 03/31/2024 |
| IUSG | 6,957 | $813 | 03/31/2024 |
| Ulland Investment Advisors LLC | 7,796 | $812 | 12/31/2023 |
| IUSG | 7,796 | $812 | 12/31/2023 |
| Asset Management Group Inc. | 7,793 | $811 | 12/31/2023 |
| IUSG | 7,793 | $811 | 12/31/2023 |
| Waterloo Capital L.P. | 7,735 | $805 | 12/31/2023 |
| IUSG | 7,735 | $805 | 12/31/2023 |
| XML Financial LLC | 7,685 | $800 | 12/31/2023 |
| IUSG | 7,685 | $800 | 12/31/2023 |
| Wetherby Asset Management Inc. | 7,605 | $792 | 12/31/2023 |
| IUSG | 7,605 | $792 | 12/31/2023 |
| Wealthquest Corp | 7,536 | $784 | 12/31/2023 |
| IUSG | 7,536 | $784 | 12/31/2023 |
| J.W. Cole Advisors Inc. | 7,204 | $750 | 12/31/2023 |
| IUSG | 7,204 | $750 | 12/31/2023 |
| Sage Financial Management Group Inc. | 7,147 | $744 | 12/31/2023 |
| IUSG | 7,147 | $744 | 12/31/2023 |
| Gladstone Institutional Advisory LLC | 7,067 | $736 | 12/31/2023 |
| IUSG | 7,067 | $736 | 12/31/2023 |
| Eldridge Investment Advisors Inc. | 6,985 | $727 | 12/31/2023 |
| IUSG | 6,985 | $727 | 12/31/2023 |
| Mitchell Mcleod Pugh & Williams Inc. | 6,949 | $723 | 12/31/2023 |
| IUSG | 6,949 | $723 | 12/31/2023 |
| Weil Company Inc. | 6,843 | $712 | 12/31/2023 |
| IUSG | 6,843 | $712 | 12/31/2023 |
| Park Avenue Securities LLC | 6,053 | $709 | 03/31/2024 |
| IUSG | 6,053 | $709 | 03/31/2024 |
| Ullmann Financial Group Inc. | 6,781 | $706 | 12/31/2023 |
| IUSG | 6,781 | $706 | 12/31/2023 |
| 9258 Wealth Management LLC | 6,756 | $703 | 12/31/2023 |
| IUSG | 6,756 | $703 | 12/31/2023 |
| Allen Capital Group LLC | 5,968 | $700 | 03/31/2024 |
| IUSG | 5,968 | $700 | 03/31/2024 |
| Insight Wealth Strategies LLC | 5,885 | $690 | 03/31/2024 |
| IUSG | 5,885 | $690 | 03/31/2024 |
| Proequities Inc. | 6,594 | $686 | 12/31/2023 |
| IUSG | 6,594 | $686 | 12/31/2023 |
| SageView Advisory Group LLC | 6,274 | $685 | 12/31/2023 |
| IUSG | 6,274 | $685 | 12/31/2023 |
| Franklin Resources Inc. | 6,560 | $683 | 12/31/2023 |
| IUSG | 6,560 | $683 | 12/31/2023 |
| Van Hulzen Asset Management LLC | 6,556 | $682 | 12/31/2023 |
| IUSG | 6,556 | $682 | 12/31/2023 |
| Flagship Harbor Advisors LLC | 5,813 | $681 | 03/31/2024 |
| IUSG | 5,813 | $681 | 03/31/2024 |
| FC Advisory LLC | 5,648 | $662 | 03/31/2024 |
| IUSG | 5,648 | $662 | 03/31/2024 |
| Nations Financial Group Inc. IA ADV | 5,587 | $655 | 03/31/2024 |
| IUSG | 5,587 | $655 | 03/31/2024 |
| Schmidt P J Investment Management Inc. | 6,000 | $651 | 12/31/2023 |
| IUSG | 6,000 | $651 | 12/31/2023 |
| Consilio Wealth Advisors LLC | 5,550 | $650 | 03/31/2024 |
| IUSG | 5,550 | $650 | 03/31/2024 |
| Droms Strauss Advisors Inc. MO ADV | 6,246 | $650 | 12/31/2023 |
| IUSG | 6,246 | $650 | 12/31/2023 |
| Sontag Advisory LLC | 6,134 | $639 | 12/31/2023 |
| IUSG | 6,134 | $639 | 12/31/2023 |
| Visionary Wealth Advisors | 6,112 | $636 | 12/31/2023 |
| IUSG | 6,112 | $636 | 12/31/2023 |
| Collective Family Office LLC | 5,400 | $633 | 03/31/2024 |
| IUSG | 5,400 | $633 | 03/31/2024 |
| Arden Trust Co | 5,385 | $631 | 03/31/2024 |
| IUSG | 5,385 | $631 | 03/31/2024 |
| Sunbelt Securities Inc. | 5,359 | $628 | 03/31/2024 |
| IUSG | 5,359 | $628 | 03/31/2024 |
| GM Advisory Group Inc. | 6,030 | $628 | 12/31/2023 |
| IUSG | 6,030 | $628 | 12/31/2023 |
| Ieq Capital LLC | 6,023 | $627 | 12/31/2023 |
| IUSG | 6,023 | $627 | 12/31/2023 |
| One Charles Private Wealth Services LLC | 5,970 | $621 | 12/31/2023 |
| IUSG | 5,970 | $621 | 12/31/2023 |
| Octavia Wealth Advisors LLC | 5,236 | $614 | 03/31/2024 |
| IUSG | 5,236 | $614 | 03/31/2024 |
| MAI Capital Management | 5,888 | $613 | 12/31/2023 |
| IUSG | 5,888 | $613 | 12/31/2023 |
| Wescott Financial Advisory Group LLC | 5,874 | $611 | 12/31/2023 |
| IUSG | 5,874 | $611 | 12/31/2023 |
| Empirical Asset Management LLC | 5,821 | $606 | 12/31/2023 |
| IUSG | 5,821 | $606 | 12/31/2023 |
| Tritonpoint Wealth LLC | 5,772 | $601 | 12/31/2023 |
| IUSG | 5,772 | $601 | 12/31/2023 |
| Biondo Investment Advisors LLC | 5,721 | $596 | 12/31/2023 |
| IUSG | 5,721 | $596 | 12/31/2023 |
| TCTC Holdings LLC | 5,699 | $593 | 12/31/2023 |
| IUSG | 5,699 | $593 | 12/31/2023 |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,004 | $587 | 03/31/2024 |
| IUSG | 5,004 | $587 | 03/31/2024 |
| Bennett Selby Investments LP | 5,000 | $586 | 03/31/2024 |
| IUSG | 5,000 | $586 | 03/31/2024 |
| Benjamin Edwards Inc. | 5,580 | $581 | 12/31/2023 |
| IUSG | 5,580 | $581 | 12/31/2023 |
| Carolinas Wealth Consulting LLC | 5,569 | $580 | 12/31/2023 |
| IUSG | 5,569 | $580 | 12/31/2023 |
| Hoxton Planning & Management LLC | 4,901 | $574 | 03/31/2024 |
| IUSG | 4,901 | $574 | 03/31/2024 |
| Crestwood Advisors Group LLC | 5,510 | $574 | 12/31/2023 |
| IUSG | 5,510 | $574 | 12/31/2023 |
| Wrapmanager Inc. | 5,503 | $573 | 12/31/2023 |
| IUSG | 5,503 | $573 | 12/31/2023 |
| Imprint Wealth LLC | 5,489 | $572 | 12/31/2023 |
| IUSG | 5,489 | $572 | 12/31/2023 |
| Bedel Financial Consulting Inc. | 5,480 | $570 | 12/31/2023 |
| IUSG | 5,480 | $570 | 12/31/2023 |
| FourThought Financial Partners LLC | 5,451 | $567 | 12/31/2023 |
| IUSG | 5,451 | $567 | 12/31/2023 |
| Cerity Partners LLC | 5,418 | $564 | 12/31/2023 |
| IUSG | 5,418 | $564 | 12/31/2023 |
| One Day In July LLC | 5,361 | $558 | 12/31/2023 |
| IUSG | 5,361 | $558 | 12/31/2023 |
| Colonial Trust Co SC | 5,346 | $557 | 12/31/2023 |
| IUSG | 5,346 | $557 | 12/31/2023 |
| Advisory Services Network LLC | 5,330 | $555 | 12/31/2023 |
| IUSG | 5,330 | $555 | 12/31/2023 |
| Patriot Financial Group Insurance Agency LLC | 5,299 | $552 | 12/31/2023 |
| IUSG | 5,299 | $552 | 12/31/2023 |
| Dfpg Investments LLC | 5,401 | $548 | 12/31/2023 |
| IUSG | 5,401 | $548 | 12/31/2023 |
| Madison Asset Management LLC | 5,226 | $544 | 12/31/2023 |
| IUSG | 5,226 | $544 | 12/31/2023 |
| Investors Research Corp | 5,229 | $544 | 12/31/2023 |
| IUSG | 5,229 | $544 | 12/31/2023 |
| Snowden Capital Advisors LLC | 5,230 | $544 | 12/31/2023 |
| IUSG | 5,230 | $544 | 12/31/2023 |
| Whalerock Point Partners LLC | 5,184 | $540 | 12/31/2023 |
| IUSG | 5,184 | $540 | 12/31/2023 |
| Merit Financial Group LLC | 5,134 | $534 | 12/31/2023 |
| IUSG | 5,134 | $534 | 12/31/2023 |
| Rehmann Capital Advisory Group | 5,107 | $532 | 12/31/2023 |
| IUSG | 5,107 | $532 | 12/31/2023 |
| Harbour Investments Inc. | 5,098 | $531 | 12/31/2023 |
| IUSG | 5,098 | $531 | 12/31/2023 |
| Citigroup Inc. | 5,064 | $527 | 12/31/2023 |
| IUSG | 5,064 | $527 | 12/31/2023 |
| TRUE Private Wealth Advisors | 4,996 | $520 | 12/31/2023 |
| IUSG | 4,996 | $520 | 12/31/2023 |
| Millington Financial Advisors LLC | 4,997 | $520 | 12/31/2023 |
| IUSG | 4,997 | $520 | 12/31/2023 |
| Forte Asset Management LLC | 4,994 | $520 | 12/31/2023 |
| IUSG | 4,994 | $520 | 12/31/2023 |
| Wiley BROS. Aintree Capital LLC | 4,425 | $519 | 03/31/2024 |
| IUSG | 4,425 | $519 | 03/31/2024 |
| Sapient Capital LLC | 4,403 | $516 | 03/31/2024 |
| IUSG | 4,403 | $516 | 03/31/2024 |
| Melone Private Wealth LLC | 4,953 | $516 | 12/31/2023 |
| IUSG | 4,953 | $516 | 12/31/2023 |
| Capital Analysts LLC | 4,911 | $511 | 12/31/2023 |
| IUSG | 4,911 | $511 | 12/31/2023 |
| Legacy Financial Advisors Inc. | 4,800 | $500 | 12/31/2023 |
| IUSG | 4,800 | $500 | 12/31/2023 |
| Beaumont Financial Advisors LLC | 4,801 | $500 | 12/31/2023 |
| IUSG | 4,801 | $500 | 12/31/2023 |
| Weaver Consulting Group | 4,247 | $498 | 03/31/2024 |
| IUSG | 4,247 | $498 | 03/31/2024 |
| Kingswood Wealth Advisors LLC | 4,233 | $496 | 03/31/2024 |
| IUSG | 4,233 | $496 | 03/31/2024 |
| Stratos Wealth Advisors LLC | 4,120 | $483 | 03/31/2024 |
| IUSG | 4,120 | $483 | 03/31/2024 |
| Anchor Investment Management LLC | 4,636 | $483 | 12/31/2023 |
| IUSG | 4,636 | $483 | 12/31/2023 |
| Eagle Strategies LLC | 4,076 | $478 | 03/31/2024 |
| IUSG | 4,076 | $478 | 03/31/2024 |
| Godshalk Welsh Capital Management Inc. | 4,555 | $474 | 12/31/2023 |
| IUSG | 4,555 | $474 | 12/31/2023 |
| High Falls Advisors Inc | 4,462 | $465 | 12/31/2023 |
| IUSG | 4,462 | $465 | 12/31/2023 |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 4,451 | $463 | 12/31/2023 |
| IUSG | 4,451 | $463 | 12/31/2023 |
| RSM US Wealth Management LLC | 4,399 | $458 | 12/31/2023 |
| IUSG | 4,399 | $458 | 12/31/2023 |
| Betterment LLC | 4,362 | $454 | 12/31/2023 |
| IUSG | 4,362 | $454 | 12/31/2023 |
| Worth Financial Advisory Group LLC | 4,365 | $454 | 12/31/2023 |
| IUSG | 4,365 | $454 | 12/31/2023 |
| Greenwood Gearhart Inc. | 4,355 | $453 | 12/31/2023 |
| IUSG | 4,355 | $453 | 12/31/2023 |
| Seascape Capital Management | 4,341 | $452 | 12/31/2023 |
| IUSG | 4,341 | $452 | 12/31/2023 |
| Nomura Asset Management Co. Ltd. | 4,321 | $450 | 12/31/2023 |
| IUSG | 4,321 | $450 | 12/31/2023 |
| Leavell Investment Management Inc. | 4,312 | $449 | 12/31/2023 |
| IUSG | 4,312 | $449 | 12/31/2023 |
| SOL Capital Management CO | 4,255 | $443 | 12/31/2023 |
| IUSG | 4,255 | $443 | 12/31/2023 |
| NewEdge Wealth LLC | 4,240 | $441 | 12/31/2023 |
| IUSG | 4,240 | $441 | 12/31/2023 |
| SeaCrest Wealth Management LLC | 3,701 | $434 | 03/31/2024 |
| IUSG | 3,701 | $434 | 03/31/2024 |
| Patten & Patten Inc. TN | 4,164 | $433 | 12/31/2023 |
| IUSG | 4,164 | $433 | 12/31/2023 |
| ST Germain D J Co. Inc. | 3,682 | $432 | 03/31/2024 |
| IUSG | 3,682 | $432 | 03/31/2024 |
| Premier Path Wealth Partners LLC | 4,135 | $430 | 12/31/2023 |
| IUSG | 4,135 | $430 | 12/31/2023 |
| Three Bridge Wealth Advisors LLC | 4,080 | $425 | 12/31/2023 |
| IUSG | 4,080 | $425 | 12/31/2023 |
| Meridian Wealth Advisors LLC | 4,075 | $424 | 12/31/2023 |
| IUSG | 4,075 | $424 | 12/31/2023 |
| Geneos Wealth Management Inc. | 4,065 | $423 | 12/31/2023 |
| IUSG | 4,065 | $423 | 12/31/2023 |
| Valeo Financial Advisors LLC | 3,559 | $417 | 03/31/2024 |
| IUSG | 3,559 | $417 | 03/31/2024 |
| Retirement Income Solutions Inc | 4,000 | $416 | 12/31/2023 |
| IUSG | 4,000 | $416 | 12/31/2023 |
| Maxwell Wealth Strategies Inc. | 3,991 | $415 | 12/31/2023 |
| IUSG | 3,991 | $415 | 12/31/2023 |
| Fielder Capital Group LLC | 3,908 | $407 | 12/31/2023 |
| IUSG | 3,908 | $407 | 12/31/2023 |
| Peterson Wealth Advisors LLC | 3,377 | $396 | 03/31/2024 |
| IUSG | 3,377 | $396 | 03/31/2024 |
| RPG Investment Advisory LLC | 3,800 | $396 | 12/31/2023 |
| IUSG | 3,800 | $396 | 12/31/2023 |
| Trexquant Investment LP | 3,767 | $392 | 12/31/2023 |
| IUSG | 3,767 | $392 | 12/31/2023 |
| Altfest L J & Co. Inc. | 3,200 | $375 | 03/31/2024 |
| IUSG | 3,200 | $375 | 03/31/2024 |
| KWB Wealth | 3,199 | $375 | 03/31/2024 |
| IUSG | 3,199 | $375 | 03/31/2024 |
| Exencial Wealth Advisors LLC | 3,571 | $372 | 12/31/2023 |
| IUSG | 3,571 | $372 | 12/31/2023 |
| Dynamic Advisor Solutions LLC | 3,149 | $369 | 03/31/2024 |
| IUSG | 3,149 | $369 | 03/31/2024 |
| Mission Wealth Management LP | 3,453 | $359 | 12/31/2023 |
| IUSG | 3,453 | $359 | 12/31/2023 |
| Baker Tilly Financial LLC | 3,445 | $359 | 12/31/2023 |
| IUSG | 3,445 | $359 | 12/31/2023 |
| First City Capital Management Inc. | 3,437 | $358 | 12/31/2023 |
| IUSG | 3,437 | $358 | 12/31/2023 |
| Philip James Wealth Mangement LLC | 3,433 | $357 | 12/31/2023 |
| IUSG | 3,433 | $357 | 12/31/2023 |
| Central Valley Advisors LLC | 3,037 | $356 | 03/31/2024 |
| IUSG | 3,037 | $356 | 03/31/2024 |
| SFG Wealth Management LLC. | 3,402 | $354 | 12/31/2023 |
| IUSG | 3,402 | $354 | 12/31/2023 |
| Revolve Wealth Partners LLC | 2,985 | $350 | 03/31/2024 |
| IUSG | 2,985 | $350 | 03/31/2024 |
| Magnus Financial Group LLC | 3,306 | $344 | 12/31/2023 |
| IUSG | 3,306 | $344 | 12/31/2023 |
| Pallas Capital Advisors LLC | 2,893 | $339 | 03/31/2024 |
| IUSG | 2,893 | $339 | 03/31/2024 |
| GenWealth Group Inc. | 2,814 | $330 | 03/31/2024 |
| IUSG | 2,814 | $330 | 03/31/2024 |
| Apollon Wealth Management LLC | 3,157 | $329 | 12/31/2023 |
| IUSG | 3,157 | $329 | 12/31/2023 |
| Engineers Gate Manager LP | 3,145 | $327 | 12/31/2023 |
| IUSG | 3,145 | $327 | 12/31/2023 |
| Angeles Wealth Management LLC | 3,146 | $327 | 12/31/2023 |
| IUSG | 3,146 | $327 | 12/31/2023 |
| Twelve Points Wealth Management LLC | 2,767 | $324 | 03/31/2024 |
| IUSG | 2,767 | $324 | 03/31/2024 |
| KFA Private Wealth Group LLC | 3,109 | $324 | 12/31/2023 |
| IUSG | 3,109 | $324 | 12/31/2023 |
| Stephens Consulting LLC | 2,754 | $323 | 03/31/2024 |
| IUSG | 2,754 | $323 | 03/31/2024 |
| DGS Capital Management LLC | 2,749 | $322 | 03/31/2024 |
| IUSG | 2,749 | $322 | 03/31/2024 |
| Linscomb & Williams Inc. | 3,065 | $319 | 12/31/2023 |
| IUSG | 3,065 | $319 | 12/31/2023 |
| Verity & Verity LLC | 3,069 | $319 | 12/31/2023 |
| IUSG | 3,069 | $319 | 12/31/2023 |
| Granite Bay Wealth Management LLC | 3,213 | $317 | 12/31/2023 |
| IUSG | 3,213 | $317 | 12/31/2023 |
| Ancora Advisors LLC | 3,019 | $314 | 12/31/2023 |
| IUSG | 3,019 | $314 | 12/31/2023 |
| Headinvest LLC | 2,950 | $307 | 12/31/2023 |
| IUSG | 2,950 | $307 | 12/31/2023 |
| Atlas Private Wealth Advisors | 2,947 | $307 | 12/31/2023 |
| IUSG | 2,947 | $307 | 12/31/2023 |
| Wesbanco Bank Inc. | 2,600 | $305 | 03/31/2024 |
| IUSG | 2,600 | $305 | 03/31/2024 |
| CIBC Private Wealth Group LLC | 2,928 | $305 | 12/31/2023 |
| IUSG | 2,928 | $305 | 12/31/2023 |
| Oarsman Capital Inc. | 2,918 | $304 | 12/31/2023 |
| IUSG | 2,918 | $304 | 12/31/2023 |
| Armbruster Capital Management Inc. | 2,900 | $302 | 12/31/2023 |
| IUSG | 2,900 | $302 | 12/31/2023 |
| Northside Capital Management LLC | 2,570 | $301 | 03/31/2024 |
| IUSG | 2,570 | $301 | 03/31/2024 |
| AFT Forsyth & Company Inc. | 2,890 | $301 | 12/31/2023 |
| IUSG | 2,890 | $301 | 12/31/2023 |
| Wealth Alliance | 2,875 | $299 | 12/31/2023 |
| IUSG | 2,875 | $299 | 12/31/2023 |
| Brown Brothers Harriman & Co. | 2,863 | $298 | 12/31/2023 |
| IUSG | 2,863 | $298 | 12/31/2023 |
| Catalytic Wealth RIA LLC | 2,867 | $298 | 12/31/2023 |
| IUSG | 2,867 | $298 | 12/31/2023 |
| MONECO Advisors LLC | 2,852 | $297 | 12/31/2023 |
| IUSG | 2,852 | $297 | 12/31/2023 |
| Claro Advisors LLC | 2,527 | $296 | 03/31/2024 |
| IUSG | 2,527 | $296 | 03/31/2024 |
| Huntington National Bank | 2,834 | $295 | 12/31/2023 |
| IUSG | 2,834 | $295 | 12/31/2023 |
| WMG Financial Advisors LLC | 2,836 | $295 | 12/31/2023 |
| IUSG | 2,836 | $295 | 12/31/2023 |
| WealthCare Investment Partners LLC | 2,471 | $290 | 03/31/2024 |
| IUSG | 2,471 | $290 | 03/31/2024 |
| Ehrlich Financial Group | 2,472 | $290 | 03/31/2024 |
| IUSG | 2,472 | $290 | 03/31/2024 |
| Zhang Financial LLC | 2,781 | $290 | 12/31/2023 |
| IUSG | 2,781 | $290 | 12/31/2023 |
| Regal Investment Advisors LLC | 2,718 | $283 | 12/31/2023 |
| IUSG | 2,718 | $283 | 12/31/2023 |
| Silvercrest Asset Management Group LLC | 2,690 | $280 | 12/31/2023 |
| IUSG | 2,690 | $280 | 12/31/2023 |
| Crescent Grove Advisors LLC | 2,691 | $280 | 12/31/2023 |
| IUSG | 2,691 | $280 | 12/31/2023 |
| West Branch Capital LLC | 2,677 | $279 | 12/31/2023 |
| IUSG | 2,677 | $279 | 12/31/2023 |
| DAVENPORT & Co LLC | 2,670 | $278 | 12/31/2023 |
| IUSG | 2,670 | $278 | 12/31/2023 |
| Calamos Wealth Management LLC | 2,669 | $278 | 12/31/2023 |
| IUSG | 2,669 | $278 | 12/31/2023 |
| Ellevest Inc. | 2,654 | $276 | 12/31/2023 |
| IUSG | 2,654 | $276 | 12/31/2023 |
| Citizens Financial Group Inc RI | 2,534 | $264 | 12/31/2023 |
| IUSG | 2,534 | $264 | 12/31/2023 |
| Financial Management Network Inc. | 2,286 | $263 | 03/31/2024 |
| IUSG | 2,286 | $263 | 03/31/2024 |
| Goldstein Advisors LLC | 2,457 | $256 | 12/31/2023 |
| IUSG | 2,457 | $256 | 12/31/2023 |
| Signature Securities Group Corporation | 2,146 | $252 | 03/31/2024 |
| IUSG | 2,146 | $252 | 03/31/2024 |
| Steel Peak Wealth Management LLC | 2,149 | $252 | 03/31/2024 |
| IUSG | 2,149 | $252 | 03/31/2024 |
| Strategic Financial Concepts LLC | 2,154 | $252 | 03/31/2024 |
| IUSG | 2,154 | $252 | 03/31/2024 |
| Bank of New Hampshire | 2,153 | $252 | 03/31/2024 |
| IUSG | 2,153 | $252 | 03/31/2024 |
| Revisor Wealth Management LLC | 2,280 | $252 | 03/31/2024 |
| IUSG | 2,280 | $252 | 03/31/2024 |
| Financial Perspectives Inc | 2,131 | $250 | 03/31/2024 |
| IUSG | 2,131 | $250 | 03/31/2024 |
| Alesco Advisors LLC | 2,400 | $250 | 12/31/2023 |
| IUSG | 2,400 | $250 | 12/31/2023 |
| VitalStone Financial LLC | 2,406 | $250 | 12/31/2023 |
| IUSG | 2,406 | $250 | 12/31/2023 |
| Albion Financial Group UT | 2,123 | $249 | 03/31/2024 |
| IUSG | 2,123 | $249 | 03/31/2024 |
| Vista Wealth Management Group LLC | 2,393 | $249 | 12/31/2023 |
| IUSG | 2,393 | $249 | 12/31/2023 |
| Brown Advisory Inc. | 2,346 | $244 | 12/31/2023 |
| IUSG | 2,346 | $244 | 12/31/2023 |
| InTrack Investment Management Inc | 2,073 | $243 | 03/31/2024 |
| IUSG | 2,073 | $243 | 03/31/2024 |
| Qube Research & Technologies Ltd | 2,325 | $242 | 12/31/2023 |
| IUSG | 2,325 | $242 | 12/31/2023 |
| National Bank of Canada FI | 2,284 | $234 | 12/31/2023 |
| IUSG | 2,284 | $234 | 12/31/2023 |
| Private Portfolio Partners LLC | 2,172 | $226 | 12/31/2023 |
| IUSG | 2,172 | $226 | 12/31/2023 |
| King Luther Capital Management Corp | 2,149 | $224 | 12/31/2023 |
| IUSG | 2,149 | $224 | 12/31/2023 |
| Verus Capital Partners LLC | 2,122 | $221 | 12/31/2023 |
| IUSG | 2,122 | $221 | 12/31/2023 |
| Hibernia Wealth Partners LLC | 2,121 | $221 | 12/31/2023 |
| IUSG | 2,121 | $221 | 12/31/2023 |
| Element Pointe Advisors LLC | 2,099 | $219 | 12/31/2023 |
| IUSG | 2,099 | $219 | 12/31/2023 |
| Veriti Management LLC | 1,858 | $218 | 03/31/2024 |
| IUSG | 1,858 | $218 | 03/31/2024 |
| Verdence Capital Advisors LLC | 2,072 | $216 | 12/31/2023 |
| IUSG | 2,072 | $216 | 12/31/2023 |
| Bernardo Wealth Planning LLC | 2,044 | $213 | 12/31/2023 |
| IUSG | 2,044 | $213 | 12/31/2023 |
| AWM Capital LLC | 1,803 | $211 | 03/31/2024 |
| IUSG | 1,803 | $211 | 03/31/2024 |
| Keybank National Association OH | 2,015 | $210 | 12/31/2023 |
| IUSG | 2,015 | $210 | 12/31/2023 |
| Summit Global Investments | 2,017 | $210 | 12/31/2023 |
| IUSG | 2,017 | $210 | 12/31/2023 |
| Connecticut Wealth Management LLC | 2,000 | $208 | 12/31/2023 |
| IUSG | 2,000 | $208 | 12/31/2023 |
| Centurion Wealth Management LLC | 1,984 | $207 | 12/31/2023 |
| IUSG | 1,984 | $207 | 12/31/2023 |
| BKD Wealth Advisors LLC | 1,759 | $206 | 03/31/2024 |
| IUSG | 1,759 | $206 | 03/31/2024 |
| Fifth Third Bancorp | 1,752 | $205 | 03/31/2024 |
| IUSG | 1,752 | $205 | 03/31/2024 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,952 | $203 | 12/31/2023 |
| IUSG | 1,952 | $203 | 12/31/2023 |
| Verum Partners LLC | 1,724 | $202 | 03/31/2024 |
| IUSG | 1,724 | $202 | 03/31/2024 |
| Leisure Capital Management | 1,924 | $200 | 12/31/2023 |
| IUSG | 1,924 | $200 | 12/31/2023 |
| Zions Bancorporation N.A. | 1,885 | $196 | 12/31/2023 |
| IUSG | 1,885 | $196 | 12/31/2023 |
| BOK Financial Private Wealth Inc. | 1,844 | $192 | 12/31/2023 |
| IUSG | 1,844 | $192 | 12/31/2023 |
| Massmutual Trust Co. FSB ADV | 1,600 | $188 | 03/31/2024 |
| IUSG | 1,600 | $188 | 03/31/2024 |
| Barrett & Company Inc. | 1,503 | $176 | 03/31/2024 |
| IUSG | 1,503 | $176 | 03/31/2024 |
| Sage Mountain Advisors LLC | 1,480 | $173 | 03/31/2024 |
| IUSG | 1,480 | $173 | 03/31/2024 |
| Householder Group Estate & Retirement Specialist LLC | 1,654 | $172 | 12/31/2023 |
| IUSG | 1,654 | $172 | 12/31/2023 |
| Allspring Global Investments Holdings LLC | 1,431 | $168 | 03/31/2024 |
| IUSG | 1,431 | $168 | 03/31/2024 |
| DT Investment Partners LLC | 1,528 | $167 | 12/31/2023 |
| IUSG | 1,528 | $167 | 12/31/2023 |
| Centerpoint Advisors LLC | 1,524 | $159 | 12/31/2023 |
| IUSG | 1,524 | $159 | 12/31/2023 |
| Acropolis Investment Management LLC | 1,262 | $148 | 03/31/2024 |
| IUSG | 1,262 | $148 | 03/31/2024 |
| Ballast Advisors LLC | 1,394 | $145 | 12/31/2023 |
| IUSG | 1,394 | $145 | 12/31/2023 |
| Tower Research Capital LLC TRC | 1,280 | $133 | 12/31/2023 |
| IUSG | 1,280 | $133 | 12/31/2023 |
| Institutional & Family Asset Management LLC | 1,280 | $133 | 12/31/2023 |
| IUSG | 1,280 | $133 | 12/31/2023 |
| EverSource Wealth Advisors LLC | 1,232 | $128 | 12/31/2023 |
| IUSG | 1,232 | $128 | 12/31/2023 |
| First Horizon Advisors Inc. | 1,212 | $126 | 12/31/2023 |
| IUSG | 1,212 | $126 | 12/31/2023 |
| Resurgent Financial Advisors LLC | 1,175 | $122 | 12/31/2023 |
| IUSG | 1,175 | $122 | 12/31/2023 |
| Salem Investment Counselors Inc. | 981 | $115 | 03/31/2024 |
| IUSG | 981 | $115 | 03/31/2024 |
| Sound Income Strategies LLC | 984 | $115 | 03/31/2024 |
| IUSG | 984 | $115 | 03/31/2024 |
| Signaturefd LLC | 1,107 | $115 | 12/31/2023 |
| IUSG | 1,107 | $115 | 12/31/2023 |
| FinTrust Capital Advisors LLC | 1,094 | $114 | 12/31/2023 |
| IUSG | 1,094 | $114 | 12/31/2023 |
| IFP Advisors Inc | 1,083 | $113 | 12/31/2023 |
| IUSG | 1,083 | $113 | 12/31/2023 |
| Centaurus Financial Inc. | 1,080 | $112 | 12/31/2023 |
| IUSG | 1,080 | $112 | 12/31/2023 |
| Sanctuary Wealth Management L.L.C. | 1,080 | $112 | 12/31/2023 |
| IUSG | 1,080 | $112 | 12/31/2023 |
| Key Financial Inc | 1,054 | $110 | 12/31/2023 |
| IUSG | 1,054 | $110 | 12/31/2023 |
| Live Oak Investment Partners | 1,059 | $110 | 12/31/2023 |
| IUSG | 1,059 | $110 | 12/31/2023 |
| Park Place Capital Corp | 929 | $109 | 03/31/2024 |
| IUSG | 929 | $109 | 03/31/2024 |
| Sachetta LLC | 1,042 | $108 | 12/31/2023 |
| IUSG | 1,042 | $108 | 12/31/2023 |
| SRS Capital Advisors Inc. | 1,015 | $106 | 12/31/2023 |
| IUSG | 1,015 | $106 | 12/31/2023 |
| Addison Advisors LLC | 930 | $97 | 12/31/2023 |
| IUSG | 930 | $97 | 12/31/2023 |
| Carmichael Hill & Associates Inc. | 901 | $94 | 12/31/2023 |
| IUSG | 901 | $94 | 12/31/2023 |
| PSI Advisors LLC | 877 | $91 | 12/31/2023 |
| IUSG | 877 | $91 | 12/31/2023 |
| Jackson Grant Investment Advisers Inc. | 843 | $88 | 12/31/2023 |
| IUSG | 843 | $88 | 12/31/2023 |
| Woodmont Investment Counsel LLC | 746 | $87 | 03/31/2024 |
| IUSG | 746 | $87 | 03/31/2024 |
| Assetmark Inc. | 723 | $75 | 12/31/2023 |
| IUSG | 723 | $75 | 12/31/2023 |
| Arlington Trust Co LLC | 623 | $73 | 03/31/2024 |
| IUSG | 623 | $73 | 03/31/2024 |
| Tortoise Investment Management LLC | 671 | $70 | 12/31/2023 |
| IUSG | 671 | $70 | 12/31/2023 |
| Concord Wealth Partners | 599 | $62 | 12/31/2023 |
| IUSG | 599 | $62 | 12/31/2023 |
| NBC Securities Inc. | 523 | $61 | 03/31/2024 |
| IUSG | 523 | $61 | 03/31/2024 |
| Signature Resources Capital Management LLC | 483 | $57 | 03/31/2024 |
| IUSG | 483 | $57 | 03/31/2024 |
| BOKF NA | 535 | $56 | 12/31/2023 |
| IUSG | 535 | $56 | 12/31/2023 |
| Morton Brown Family Wealth LLC | 471 | $55 | 03/31/2024 |
| IUSG | 471 | $55 | 03/31/2024 |
| Founders Financial Alliance LLC | 526 | $55 | 12/31/2023 |
| IUSG | 526 | $55 | 12/31/2023 |
| Tsfg LLC | 459 | $54 | 03/31/2024 |
| IUSG | 459 | $54 | 03/31/2024 |
| Coastal Investment Advisors Inc. | 448 | $53 | 03/31/2024 |
| IUSG | 448 | $53 | 03/31/2024 |
| Focused Wealth Management Inc | 500 | $52 | 12/31/2023 |
| IUSG | 500 | $52 | 12/31/2023 |
| Activest Wealth Management | 500 | $52 | 12/31/2023 |
| IUSG | 500 | $52 | 12/31/2023 |
| Global Wealth Management Investment Advisory Inc. | 470 | $49 | 12/31/2023 |
| IUSG | 470 | $49 | 12/31/2023 |
| GPS Wealth Strategies Group LLC | 461 | $48 | 12/31/2023 |
| IUSG | 461 | $48 | 12/31/2023 |
| Cornerstone Planning Group LLC | 463 | $48 | 12/31/2023 |
| IUSG | 463 | $48 | 12/31/2023 |
| EPG Wealth Management LLC | 409 | $46 | 12/31/2023 |
| IUSG | 409 | $46 | 12/31/2023 |
| Element Wealth LLC | 422 | $44 | 12/31/2023 |
| IUSG | 422 | $44 | 12/31/2023 |
| Creative Financial Designs Inc. ADV | 413 | $43 | 12/31/2023 |
| IUSG | 413 | $43 | 12/31/2023 |
| AlphaCore Capital LLC | 400 | $42 | 12/31/2023 |
| IUSG | 400 | $42 | 12/31/2023 |
| Matrix Private Capital Group LLC | 400 | $42 | 12/31/2023 |
| IUSG | 400 | $42 | 12/31/2023 |
| Winch Advisory Services LLC | 384 | $40 | 12/31/2023 |
| IUSG | 384 | $40 | 12/31/2023 |
| Godsey & Gibb Associates | 309 | $36 | 03/31/2024 |
| IUSG | 309 | $36 | 03/31/2024 |
| Game Plan Financial Advisors LLC | 310 | $36 | 03/31/2024 |
| IUSG | 310 | $36 | 03/31/2024 |
| Mark Sheptoff Financial Planning LLC | 332 | $35 | 12/31/2023 |
| IUSG | 332 | $35 | 12/31/2023 |
| GAMMA Investing LLC | 289 | $34 | 03/31/2024 |
| IUSG | 289 | $34 | 03/31/2024 |
| Asset Dedication LLC | 277 | $33 | 03/31/2024 |
| IUSG | 277 | $33 | 03/31/2024 |
| Tidemark LLC | 321 | $33 | 12/31/2023 |
| IUSG | 321 | $33 | 12/31/2023 |
| Providence Capital Advisors LLC | 300 | $31 | 12/31/2023 |
| IUSG | 300 | $31 | 12/31/2023 |
| Castleview Partners LLC | 290 | $30 | 12/31/2023 |
| IUSG | 290 | $30 | 12/31/2023 |
| Financial Advisory Service Inc. | 266 | $28 | 12/31/2023 |
| IUSG | 266 | $28 | 12/31/2023 |
| First Manhattan Co. | 264 | $27 | 12/31/2023 |
| IUSG | 264 | $27 | 12/31/2023 |
| Archer Investment Corp | 248 | $26 | 12/31/2023 |
| IUSG | 248 | $26 | 12/31/2023 |
| Jackson Hole Capital Partners LLC | 244 | $25 | 12/31/2023 |
| IUSG | 244 | $25 | 12/31/2023 |
| Quadrant Capital Group LLC | 228 | $24 | 12/31/2023 |
| IUSG | 228 | $24 | 12/31/2023 |
| South State CORP. | 207 | $22 | 12/31/2023 |
| IUSG | 207 | $22 | 12/31/2023 |
| Foster Dykema Cabot & Partners LLC | 211 | $22 | 12/31/2023 |
| IUSG | 211 | $22 | 12/31/2023 |
| Financial Synergies Wealth Advisors Inc. | 182 | $21 | 03/31/2024 |
| IUSG | 182 | $21 | 03/31/2024 |
| Provence Wealth Management Group | 200 | $21 | 12/31/2023 |
| IUSG | 200 | $21 | 12/31/2023 |
| Mechanics Financial Corp | 179 | $19 | 12/31/2023 |
| IUSG | 179 | $19 | 12/31/2023 |
| Global Wealth Strategies & Associates | 150 | $18 | 03/31/2024 |
| IUSG | 150 | $18 | 03/31/2024 |
| IAG Wealth Partners LLC | 169 | $18 | 12/31/2023 |
| IUSG | 169 | $18 | 12/31/2023 |
| Ogorek Anthony Joseph NY ADV | 160 | $16 | 12/31/2023 |
| IUSG | 160 | $16 | 12/31/2023 |
| HHM Wealth Advisors LLC | 155 | $16 | 12/31/2023 |
| IUSG | 155 | $16 | 12/31/2023 |
| TD Capital Management LLC | 142 | $15 | 12/31/2023 |
| IUSG | 142 | $15 | 12/31/2023 |
| Front Row Advisors LLC | 139 | $15 | 12/31/2023 |
| IUSG | 139 | $15 | 12/31/2023 |
| Cassady Schiller Wealth Management LLC | 145 | $15 | 12/31/2023 |
| IUSG | 145 | $15 | 12/31/2023 |
| Caldwell Sutter Capital Inc. | 118 | $14 | 03/31/2024 |
| IUSG | 118 | $14 | 03/31/2024 |
| WFA Asset Management Corp | 120 | $14 | 03/31/2024 |
| IUSG | 120 | $14 | 03/31/2024 |
| Newbridge Financial Services Group Inc. | 136 | $14 | 12/31/2023 |
| IUSG | 136 | $14 | 12/31/2023 |
| Mather Group LLC. | 111 | $13 | 03/31/2024 |
| IUSG | 111 | $13 | 03/31/2024 |
| Capital Advisors Ltd. LLC | 112 | $13 | 03/31/2024 |
| IUSG | 112 | $13 | 03/31/2024 |
| DHJJ Financial Advisors Ltd. | 107 | $13 | 03/31/2024 |
| IUSG | 107 | $13 | 03/31/2024 |
| Arcadia Investment Management Corp MI | 100 | $12 | 03/31/2024 |
| IUSG | 100 | $12 | 03/31/2024 |
| Beaird Harris Wealth Management LLC | 114 | $12 | 12/31/2023 |
| IUSG | 114 | $12 | 12/31/2023 |
| Atlantic Edge Private Wealth Management LLC | 113 | $12 | 12/31/2023 |
| IUSG | 113 | $12 | 12/31/2023 |
| Larson Financial Group LLC | 106 | $11 | 12/31/2023 |
| IUSG | 106 | $11 | 12/31/2023 |
| Washington Trust Advisors Inc. | 109 | $11 | 12/31/2023 |
| IUSG | 109 | $11 | 12/31/2023 |
| Cape Investment Advisory Inc. | 110 | $11 | 12/31/2023 |
| IUSG | 110 | $11 | 12/31/2023 |
| Plante Moran Financial Advisors LLC | 89 | $9 | 12/31/2023 |
| IUSG | 89 | $9 | 12/31/2023 |
| Tucker Asset Management LLC | 87 | $9 | 12/31/2023 |
| IUSG | 87 | $9 | 12/31/2023 |
| Bangor Savings Bank | 70 | $8 | 03/31/2024 |
| IUSG | 70 | $8 | 03/31/2024 |
| Harbor Investment Advisory LLC | 67 | $8 | 03/31/2024 |
| IUSG | 67 | $8 | 03/31/2024 |
| Whittier Trust Co. of Nevada Inc. | 80 | $8 | 12/31/2023 |
| IUSG | 80 | $8 | 12/31/2023 |
| Gradient Investments LLC | 61 | $7 | 03/31/2024 |
| IUSG | 61 | $7 | 03/31/2024 |
| FSC Wealth Advisors LLC | 62 | $7 | 03/31/2024 |
| IUSG | 62 | $7 | 03/31/2024 |
| Oxford Financial Group Ltd. | 63 | $7 | 12/31/2023 |
| IUSG | 63 | $7 | 12/31/2023 |
| TFC Financial Management | 71 | $7 | 12/31/2023 |
| IUSG | 71 | $7 | 12/31/2023 |
| Coppell Advisory Solutions LLC | 65 | $7 | 12/31/2023 |
| IUSG | 65 | $7 | 12/31/2023 |
| West Financial Advisors LLC | 52 | $6 | 03/31/2024 |
| IUSG | 52 | $6 | 03/31/2024 |
| First Personal Financial Services | 57 | $6 | 12/31/2023 |
| IUSG | 57 | $6 | 12/31/2023 |
| Operose Advisors LLC | 60 | $6 | 12/31/2023 |
| IUSG | 60 | $6 | 12/31/2023 |
| Hobbs Group Advisors LLC | 60 | $6 | 12/31/2023 |
| IUSG | 60 | $6 | 12/31/2023 |
| WASHINGTON TRUST Co | 40 | $5 | 03/31/2024 |
| IUSG | 40 | $5 | 03/31/2024 |
| Venturi Wealth Management LLC | 45 | $5 | 03/31/2024 |
| IUSG | 45 | $5 | 03/31/2024 |
| Bogart Wealth LLC | 50 | $5 | 12/31/2023 |
| IUSG | 50 | $5 | 12/31/2023 |
| Retirement Group LLC | 45 | $5 | 12/31/2023 |
| IUSG | 45 | $5 | 12/31/2023 |
| Smartleaf Asset Management LLC | 52 | $5 | 12/31/2023 |
| IUSG | 52 | $5 | 12/31/2023 |
| City State Bank | 30 | $4 | 03/31/2024 |
| IUSG | 30 | $4 | 03/31/2024 |
| Wetzel Investment Advisors Inc. | 38 | $4 | 03/31/2024 |
| IUSG | 38 | $4 | 03/31/2024 |
| Balentine LLC | 30 | $3 | 12/31/2023 |
| IUSG | 30 | $3 | 12/31/2023 |
| O Dell Group LLC | 30 | $3 | 12/31/2023 |
| IUSG | 30 | $3 | 12/31/2023 |
| MTM Investment Management LLC | 30 | $3 | 12/31/2023 |
| IUSG | 30 | $3 | 12/31/2023 |
| Integrity Financial Corp WA | 28 | $3 | 12/31/2023 |
| IUSG | 28 | $3 | 12/31/2023 |
| Valley National Advisers Inc. | 16 | $2 | 03/31/2024 |
| IUSG | 16 | $2 | 03/31/2024 |
| Farmers & Merchants Investments Inc. | 20 | $2 | 03/31/2024 |
| IUSG | 20 | $2 | 03/31/2024 |
| Glassman Wealth Services | 20 | $2 | 12/31/2023 |
| IUSG | 20 | $2 | 12/31/2023 |
| First Command Advisory Services Inc. | 19 | $2 | 12/31/2023 |
| IUSG | 19 | $2 | 12/31/2023 |
| Cutler Group LP | $1 | 03/31/2024 | |
| Call | 300 | $1 | 03/31/2024 |
| Put | 100 | $0 | 03/31/2024 |
| Oakworth Capital Inc. | 9 | $1 | 03/31/2024 |
| IUSG | 9 | $1 | 03/31/2024 |
| Atticus Wealth Management LLC | 8 | $1 | 03/31/2024 |
| IUSG | 8 | $1 | 03/31/2024 |
| Townsend Asset Management Corp NC ADV | 7 | $1 | 12/31/2023 |
| IUSG | 7 | $1 | 12/31/2023 |
| Delta Asset Management LLC TN | 5 | $1 | 12/31/2023 |
| IUSG | 5 | $1 | 12/31/2023 |
See Summary: Institutional Holders of IUSG
See Details: Top 10 Hedge Funds Holding IUSG
Also See: IUSG Holdings Changes
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