HoldingsChannel.com
Funds Holding IUSG

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 493 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.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE33,978,954$2,844,040 06/30/2022
     IUSG33,978,954$2,844,040 06/30/2022
LPL Financial LLC12,993,485$1,087,555 06/30/2022
     IUSG12,993,485$1,087,555 06/30/2022
Morgan Stanley7,229,649$605,122 06/30/2022
     IUSG7,229,649$605,122 06/30/2022
Jones Financial Companies Lllp5,271,797$461,511 06/30/2022
     IUSG5,271,797$461,511 06/30/2022
Ronald Blue Trust Inc.1,473,013$155,638 06/30/2022
     IUSG1,473,013$155,638 06/30/2022
First Republic Investment Management Inc.1,793,242$150,094 06/30/2022
     IUSG1,793,242$150,094 06/30/2022
Envestnet Asset Management Inc.1,493,067$124,970 06/30/2022
     IUSG1,493,067$124,970 06/30/2022
UBS Group AG1,370,094$114,677 06/30/2022
     IUSG1,370,094$114,677 06/30/2022
Wells Fargo & Company MN1,112,823$93,144 06/30/2022
     IUSG1,112,823$93,144 06/30/2022
Commonwealth Equity Services LLC960,013$80,353 06/30/2022
     IUSG960,013$80,353 06/30/2022
The PNC Financial Services Group Inc.932,992$78,092 06/30/2022
     IUSG932,992$78,092 06/30/2022
FMR LLC822,976$68,883 06/30/2022
     IUSG822,976$68,883 06/30/2022
Royal Bank of Canada749,643$62,745 06/30/2022
     IUSG749,643$62,745 06/30/2022
Raymond James & Associates710,099$59,435 06/30/2022
     IUSG710,099$59,435 06/30/2022
Raymond James Financial Services Advisors Inc.556,051$46,542 06/30/2022
     IUSG556,051$46,542 06/30/2022
Northwestern Mutual Wealth Management Co.545,608$45,668 06/30/2022
     IUSG545,608$45,668 06/30/2022
Ameriprise Financial Inc.533,659$44,649 06/30/2022
     IUSG533,659$44,649 06/30/2022
Clark Capital Management Group Inc.471,651$39,477 06/30/2022
     IUSG471,651$39,477 06/30/2022
Vantage Financial Partners LLC464,658$38,892 06/30/2022
     IUSG464,658$38,892 06/30/2022
HighTower Advisors LLC452,495$37,893 06/30/2022
     IUSG452,495$37,893 06/30/2022
BlackRock Inc.450,659$37,721 06/30/2022
     IUSG450,659$37,721 06/30/2022
Charles Schwab Investment Management Inc.446,328$37,358 06/30/2022
     IUSG446,328$37,358 06/30/2022
Benjamin F. Edwards & Company Inc.415,286$34,759 06/30/2022
     IUSG415,286$34,759 06/30/2022
Legacy Financial Group LLC408,231$34,169 06/30/2022
     IUSG408,231$34,169 06/30/2022
Advisor Group Holdings Inc.399,438$33,450 06/30/2022
     IUSG399,438$33,450 06/30/2022
Tennessee Valley Asset Management Partners377,060$31,560 06/30/2022
     IUSG377,060$31,560 06/30/2022
Doliver Advisors LP352,235$29,482 06/30/2022
     IUSG352,235$29,482 06/30/2022
Madison Wealth Partners Inc326,892$27,361 06/30/2022
     IUSG326,892$27,361 06/30/2022
Sandy Spring Bank296,921$24,852 06/30/2022
     IUSG296,921$24,852 06/30/2022
People s United Financial Inc.228,001$24,091 03/31/2022
     IUSG228,001$24,091 03/31/2022
Mascoma Wealth Management LLC240,248$20,109 06/30/2022
     IUSG240,248$20,109 06/30/2022
Advanced Asset Management Advisors Inc239,600$20,055 06/30/2022
     IUSG239,600$20,055 06/30/2022
Windsor Group LTD231,619$19,884 06/30/2022
     IUSG231,619$19,884 06/30/2022
United Capital Financial Advisers LLC236,268$19,776 06/30/2022
     IUSG236,268$19,776 06/30/2022
Baird Financial Group Inc.225,819$18,901 06/30/2022
     IUSG225,819$18,901 06/30/2022
CX Institutional225,066$18,838 06/30/2022
     IUSG225,066$18,838 06/30/2022
MML Investors Services LLC218,429$18,282 06/30/2022
     IUSG218,429$18,282 06/30/2022
Amplius Wealth Advisors LLC215,744$18,057 06/30/2022
     IUSG215,744$18,057 06/30/2022
Veracity Capital LLC214,699$17,970 06/30/2022
     IUSG214,699$17,970 06/30/2022
Hilltop Wealth Advisors LLC210,626$17,629 06/30/2022
     IUSG210,626$17,629 06/30/2022
Modera Wealth Management LLC206,744$17,304 06/30/2022
     IUSG206,744$17,304 06/30/2022
Allspring Global Investments Holdings LLC204,608$17,124 06/30/2022
     IUSG204,608$17,124 06/30/2022
Private Advisor Group LLC203,217$17,009 06/30/2022
     IUSG203,217$17,009 06/30/2022
ForthRight Wealth Management LLC197,265$16,511 06/30/2022
     IUSG197,265$16,511 06/30/2022
Avantax Advisory Services Inc.177,933$14,893 06/30/2022
     IUSG177,933$14,893 06/30/2022
Captrust Financial Advisors172,573$14,444 06/30/2022
     IUSG172,573$14,444 06/30/2022
Cetera Advisor Networks LLC169,660$14,200 06/30/2022
     IUSG169,660$14,200 06/30/2022
Clearbridge Investments LLC167,433$14,014 06/30/2022
     IUSG167,433$14,014 06/30/2022
Truist Financial Corp166,568$13,941 06/30/2022
     IUSG166,568$13,941 06/30/2022
Allworth Financial LP164,997$13,810 06/30/2022
     IUSG164,997$13,810 06/30/2022
ERTS Wealth Advisors LLC157,492$13,182 06/30/2022
     IUSG157,492$13,182 06/30/2022
Kestra Advisory Services LLC155,670$13,030 06/30/2022
     IUSG155,670$13,030 06/30/2022
Westfield Capital Management Co. LP154,128$12,901 06/30/2022
     IUSG154,128$12,901 06/30/2022
Cambridge Investment Research Advisors Inc.153,082$12,813 06/30/2022
     IUSG153,082$12,813 06/30/2022
Equitable Holdings Inc.152,140$12,734 06/30/2022
     IUSG152,140$12,734 06/30/2022
Integrated Wealth Concepts LLC149,376$12,503 06/30/2022
     IUSG149,376$12,503 06/30/2022
Blair William & Co. IL145,777$12,202 06/30/2022
     IUSG145,777$12,202 06/30/2022
Spire Wealth Management136,270$11,406 06/30/2022
     IUSG136,270$11,406 06/30/2022
GDS Wealth Management126,245$10,567 06/30/2022
     IUSG126,245$10,567 06/30/2022
Amundi120,000$10,182 06/30/2022
     IUSG120,000$10,182 06/30/2022
JPMorgan Chase & Co.118,814$9,945 06/30/2022
     IUSG118,814$9,945 06/30/2022
Petix & Botte Co114,588$9,591 06/30/2022
     IUSG114,588$9,591 06/30/2022
Resources Investment Advisors LLC.113,957$9,538 06/30/2022
     IUSG113,957$9,538 06/30/2022
AE Wealth Management LLC107,917$9,033 06/30/2022
     IUSG107,917$9,033 06/30/2022
Financial Council Asset Management Inc105,261$8,810 06/30/2022
     IUSG105,261$8,810 06/30/2022
Helen Stephens Group LLC104,253$8,726 06/30/2022
     IUSG104,253$8,726 06/30/2022
Westwood Holdings Group Inc.102,444$8,574 06/30/2022
     IUSG102,444$8,574 06/30/2022
Ironwood Wealth Management Inc.96,269$8,446 06/30/2022
     IUSG96,269$8,446 06/30/2022
Howe & Rusling Inc.98,662$8,258 06/30/2022
     IUSG98,662$8,258 06/30/2022
Edge Capital Group LLC96,789$8,101 06/30/2022
     IUSG96,789$8,101 06/30/2022
Goldman Sachs Group Inc.94,835$7,938 06/30/2022
     IUSG94,835$7,938 06/30/2022
F3Logic LLC92,877$7,774 06/30/2022
     IUSG92,877$7,774 06/30/2022
Global Strategic Investment Solutions LLC91,321$7,644 06/30/2022
     IUSG91,321$7,644 06/30/2022
Cetera Advisors LLC89,631$7,502 06/30/2022
     IUSG89,631$7,502 06/30/2022
Cardinal Strategic Wealth Guidance87,016$7,284 06/30/2022
     IUSG87,016$7,284 06/30/2022
Rockefeller Capital Management L.P.84,315$7,057 06/30/2022
     IUSG84,315$7,057 06/30/2022
Cahill Financial Advisors Inc.75,767$6,342 06/30/2022
     IUSG75,767$6,342 06/30/2022
Mitchell Capital Management Co.73,258$6,132 06/30/2022
     IUSG73,258$6,132 06/30/2022
Western Wealth Management LLC72,982$6,106 06/30/2022
     IUSG72,982$6,106 06/30/2022
Stifel Financial Corp71,492$5,984 06/30/2022
     IUSG71,492$5,984 06/30/2022
IHT Wealth Management LLC68,427$5,727 06/30/2022
     IUSG68,427$5,727 06/30/2022
Benchmark Financial Wealth Advisors LLC66,317$5,551 06/30/2022
     IUSG66,317$5,551 06/30/2022
Financial Advocates Investment Management65,492$5,482 06/30/2022
     IUSG65,492$5,482 06/30/2022
US Bancorp DE63,952$5,353 06/30/2022
     IUSG63,952$5,353 06/30/2022
Susquehanna International Group LLP59,694$4,996 06/30/2022
     IUSG59,694$4,996 06/30/2022
Strategic Equity Management58,447$4,892 06/30/2022
     IUSG58,447$4,892 06/30/2022
Canvas Wealth Advisors LLC56,909$4,763 06/30/2022
     IUSG56,909$4,763 06/30/2022
Monticello Wealth Management LLC55,933$4,682 06/30/2022
     IUSG55,933$4,682 06/30/2022
Birchcreek Wealth Management LLC55,465$4,642 06/30/2022
     IUSG55,465$4,642 06/30/2022
Creative Planning54,929$4,598 06/30/2022
     IUSG54,929$4,598 06/30/2022
Quent Capital LLC54,225$4,539 06/30/2022
     IUSG54,225$4,539 06/30/2022
Coldstream Capital Management Inc.53,909$4,512 06/30/2022
     IUSG53,909$4,512 06/30/2022
Thoroughbred Financial Services LLC53,180$4,451 06/30/2022
     IUSG53,180$4,451 06/30/2022
Cetera Investment Advisers52,724$4,413 06/30/2022
     IUSG52,724$4,413 06/30/2022
Symphony Financial Ltd. Co.51,674$4,406 06/30/2022
     IUSG51,674$4,406 06/30/2022
Atria Investments LLC50,450$4,223 06/30/2022
     IUSG50,450$4,223 06/30/2022
Motive Wealth Advisors49,433$4,138 06/30/2022
     IUSG49,433$4,138 06/30/2022
Stonebridge Financial Planning Group LLC49,043$4,105 06/30/2022
     IUSG49,043$4,105 06/30/2022
Stratos Wealth Partners LTD.47,672$3,990 06/30/2022
     IUSG47,672$3,990 06/30/2022
Windward Private Wealth Management Inc.47,060$3,939 06/30/2022
     IUSG47,060$3,939 06/30/2022
Good Life Advisors LLC46,538$3,895 06/30/2022
     IUSG46,538$3,895 06/30/2022
Global Retirement Partners LLC46,360$3,880 06/30/2022
     IUSG46,360$3,880 06/30/2022
Golden State Wealth Management LLC35,593$3,761 03/31/2022
     IUSG35,593$3,761 03/31/2022
Cornerstone Advisory LLC43,932$3,677 06/30/2022
     IUSG43,932$3,677 06/30/2022
First Heartland Consultants Inc.42,800$3,582 06/30/2022
     IUSG42,800$3,582 06/30/2022
Parsec Financial Management Inc.42,735$3,577 06/30/2022
     IUSG42,735$3,577 06/30/2022
Thrivent Financial for Lutherans40,787$3,414 06/30/2022
     IUSG40,787$3,414 06/30/2022
Redhawk Wealth Advisors Inc.40,523$3,392 06/30/2022
     IUSG40,523$3,392 06/30/2022
Ackerman Capital Advisors LLC38,331$3,208 06/30/2022
     IUSG38,331$3,208 06/30/2022
Valmark Advisers Inc.38,212$3,198 06/30/2022
     IUSG38,212$3,198 06/30/2022
55I LLC38,164$3,194 06/30/2022
     IUSG38,164$3,194 06/30/2022
Ergoteles LLC37,887$3,171 06/30/2022
     IUSG37,887$3,171 06/30/2022
HRT Financial LP37,717$3,156 06/30/2022
     IUSG37,717$3,156 06/30/2022
Colorado Capital Management Inc.37,394$3,130 06/30/2022
     IUSG37,394$3,130 06/30/2022
HYA Advisors Inc37,098$3,105 06/30/2022
     IUSG37,098$3,105 06/30/2022
WealthShield Partners LLC36,382$3,045 06/30/2022
     IUSG36,382$3,045 06/30/2022
Cresset Asset Management LLC40,452$2,902 06/30/2022
     IUSG40,452$2,902 06/30/2022
Topel & Distasi Wealth Management LLC34,549$2,892 06/30/2022
     IUSG34,549$2,892 06/30/2022
Knightsbridge Asset Management LLC34,505$2,888 06/30/2022
     IUSG34,505$2,888 06/30/2022
Natixis Advisors L.P.33,754$2,825 06/30/2022
     IUSG33,754$2,825 06/30/2022
Mcdonald Partners LLC33,031$2,765 06/30/2022
     IUSG33,031$2,765 06/30/2022
Madison Asset Management LLC32,527$2,723 06/30/2022
     IUSG32,527$2,723 06/30/2022
Janney Montgomery Scott LLC32,147$2,712 06/30/2022
     IUSG32,147$2,712 06/30/2022
TIAA FSB31,363$2,625 06/30/2022
     IUSG31,363$2,625 06/30/2022
Capital Analysts LLC30,939$2,590 06/30/2022
     IUSG30,939$2,590 06/30/2022
Greenline Partners LLC30,746$2,573 06/30/2022
     IUSG30,746$2,573 06/30/2022
Ulland Investment Advisors LLC29,980$2,509 06/30/2022
     IUSG29,980$2,509 06/30/2022
Bullseye Investment Management LLC29,945$2,506 06/30/2022
     IUSG29,945$2,506 06/30/2022
Columbus Macro LLC29,811$2,495 06/30/2022
     IUSG29,811$2,495 06/30/2022
Neumann Capital Management LLC27,856$2,332 06/30/2022
     IUSG27,856$2,332 06/30/2022
Park Avenue Securities LLC27,795$2,326 06/30/2022
     IUSG27,795$2,326 06/30/2022
Private Trust Co. NA27,749$2,323 06/30/2022
     IUSG27,749$2,323 06/30/2022
Keystone Financial Group26,747$2,239 06/30/2022
     IUSG26,747$2,239 06/30/2022
MidWestOne Financial Group Inc.26,742$2,238 06/30/2022
     IUSG26,742$2,238 06/30/2022
American Trust20,389$2,154 03/31/2022
     IUSG20,389$2,154 03/31/2022
Fifth Third Securities Inc.25,255$2,114 06/30/2022
     IUSG25,255$2,114 06/30/2022
Benedetti & Gucer Inc.24,289$2,097 06/30/2022
     IUSG24,289$2,097 06/30/2022
JMG Financial Group Ltd.25,000$2,093 06/30/2022
     IUSG25,000$2,093 06/30/2022
GWM Advisors LLC24,953$2,088 06/30/2022
     IUSG24,953$2,088 06/30/2022
HB Wealth Management LLC24,830$2,078 06/30/2022
     IUSG24,830$2,078 06/30/2022
Parsons Capital Management Inc. RI24,418$2,044 06/30/2022
     IUSG24,418$2,044 06/30/2022
Planning Directions Inc.24,392$2,042 06/30/2022
     IUSG24,392$2,042 06/30/2022
Wealthcare Advisory Partners LLC24,340$2,037 06/30/2022
     IUSG24,340$2,037 06/30/2022
Stokes Family Office LLC24,184$2,024 06/30/2022
     IUSG24,184$2,024 06/30/2022
Hollencrest Capital Management23,784$1,990 06/30/2022
     IUSG23,784$1,990 06/30/2022
Sigma Planning Corp23,515$1,968 06/30/2022
     IUSG23,515$1,968 06/30/2022
Sequoia Financial Advisors LLC23,088$1,933 06/30/2022
     IUSG23,088$1,933 06/30/2022
Proequities Inc.22,794$1,908 06/30/2022
     IUSG22,794$1,908 06/30/2022
Financial Counselors Inc.22,700$1,900 06/30/2022
     IUSG22,700$1,900 06/30/2022
Flagship Harbor Advisors LLC22,471$1,881 06/30/2022
     IUSG22,471$1,881 06/30/2022
Flagship Private Wealth LLC22,143$1,853 06/30/2022
     IUSG22,143$1,853 06/30/2022
J.W. Cole Advisors Inc.21,911$1,834 06/30/2022
     IUSG21,911$1,834 06/30/2022
WealthPLAN Partners LLC19,753$1,830 03/31/2022
     IUSG19,753$1,830 03/31/2022
WealthPlan Investment Management LLC19,753$1,830 03/31/2022
     IUSG19,753$1,830 03/31/2022
Oak Ridge Investments LLC21,226$1,777 06/30/2022
     IUSG21,226$1,777 06/30/2022
Omega Financial Group LLC20,774$1,739 06/30/2022
     IUSG20,774$1,739 06/30/2022
Evoke Wealth LLC20,782$1,739 06/30/2022
     IUSG20,782$1,739 06/30/2022
Northern Trust Corp20,724$1,735 06/30/2022
     IUSG20,724$1,735 06/30/2022
Ford Financial Group LLC20,653$1,728 06/30/2022
     IUSG20,653$1,728 06/30/2022
Eagle Strategies LLC20,624$1,726 06/30/2022
     IUSG20,624$1,726 06/30/2022
Comerica Bank19,476$1,723 06/30/2022
     IUSG19,476$1,723 06/30/2022
Investment Advisory Services Inc. TX ADV20,443$1,711 06/30/2022
     IUSG20,443$1,711 06/30/2022
TriaGen Wealth Management LLC19,482$1,631 06/30/2022
     IUSG19,482$1,631 06/30/2022
Legacy Private Trust Co.19,300$1,615 06/30/2022
     IUSG19,300$1,615 06/30/2022
Mariner LLC19,255$1,612 06/30/2022
     IUSG19,255$1,612 06/30/2022
Strategic Point Investment Advisors LLC19,235$1,610 06/30/2022
     IUSG19,235$1,610 06/30/2022
Atria Wealth Solutions Inc.19,084$1,597 06/30/2022
     IUSG19,084$1,597 06/30/2022
D.A. Davidson & CO.18,679$1,563 06/30/2022
     IUSG18,679$1,563 06/30/2022
Family Firm Inc.13,357$1,545 06/30/2022
     IUSG13,357$1,545 06/30/2022
CWM LLC18,407$1,541 06/30/2022
     IUSG18,407$1,541 06/30/2022
Kovack Advisors Inc.18,186$1,522 06/30/2022
     IUSG18,186$1,522 06/30/2022
Sailer Financial LLC17,131$1,434 06/30/2022
     IUSG17,131$1,434 06/30/2022
Essex Financial Services Inc.16,681$1,396 06/30/2022
     IUSG16,681$1,396 06/30/2022
Phoenix Wealth Advisors16,477$1,379 06/30/2022
     IUSG16,477$1,379 06/30/2022
Meridian Wealth Management LLC16,366$1,370 06/30/2022
     IUSG16,366$1,370 06/30/2022
Tower Research Capital LLC TRC 15,992$1,338 06/30/2022
     IUSG15,992$1,338 06/30/2022
Venture Visionary Partners LLC15,581$1,304 06/30/2022
     IUSG15,581$1,304 06/30/2022
Cornell Pochily Investment Advisors Inc.15,266$1,278 06/30/2022
     IUSG15,266$1,278 06/30/2022
Sovereign Financial Group Inc.15,242$1,276 06/30/2022
     IUSG15,242$1,276 06/30/2022
White Lighthouse Investment Management Inc.14,349$1,201 06/30/2022
     IUSG14,349$1,201 06/30/2022
Melone Private Wealth LLC13,326$1,169 06/30/2022
     IUSG13,326$1,169 06/30/2022
Lincoln National Corp13,900$1,163 06/30/2022
     IUSG13,900$1,163 06/30/2022
Strategic Wealth Advisors Group LLC13,582$1,158 06/30/2022
     IUSG13,582$1,158 06/30/2022
Texas Capital Bank Wealth Management Services Inc.13,773$1,153 06/30/2022
     IUSG13,773$1,153 06/30/2022
Commerce Bank13,640$1,142 06/30/2022
     IUSG13,640$1,142 06/30/2022
Wealthquest Corp13,589$1,137 06/30/2022
     IUSG13,589$1,137 06/30/2022
Integrated Advisors Network LLC13,537$1,133 06/30/2022
     IUSG13,537$1,133 06/30/2022
EP Wealth Advisors LLC13,413$1,123 06/30/2022
     IUSG13,413$1,123 06/30/2022
Transatlantique Private Wealth LLC12,993$1,088 06/30/2022
     IUSG12,993$1,088 06/30/2022
Kayne Anderson Rudnick Investment Management LLC12,942$1,081 06/30/2022
     IUSG12,942$1,081 06/30/2022
Andesa Financial Management Inc.12,742$1,067 06/30/2022
     IUSG12,742$1,067 06/30/2022
Whittier Trust Co.12,738$1,066 06/30/2022
     IUSG12,738$1,066 06/30/2022
Snowden Capital Advisors LLC12,138$1,015 06/30/2022
     IUSG12,138$1,015 06/30/2022
Founders Financial Securities LLC11,975$1,002 06/30/2022
     IUSG11,975$1,002 06/30/2022
Horizon Investments LLC11,975$1,002 06/30/2022
     IUSG11,975$1,002 06/30/2022
Brighton Jones LLC11,900$996 06/30/2022
     IUSG11,900$996 06/30/2022
Carlton Hofferkamp & Jenks Wealth Management LLC11,284$990 06/30/2022
     IUSG11,284$990 06/30/2022
Crescent Grove Advisors LLC11,832$990 06/30/2022
     IUSG11,832$990 06/30/2022
Magnolia Capital Advisors LLC11,757$984 06/30/2022
     IUSG11,757$984 06/30/2022
Riverbridge Partners LLC11,645$975 06/30/2022
     IUSG11,645$975 06/30/2022
Great Valley Advisor Group Inc.11,633$974 06/30/2022
     IUSG11,633$974 06/30/2022
11,594$970 06/30/2022
     IUSG11,594$970 06/30/2022
Prudential Financial Inc.11,055$936 06/30/2022
     IUSG11,055$936 06/30/2022
Platte River Wealth Advisors LLC11,118$931 06/30/2022
     IUSG11,118$931 06/30/2022
Kings Point Capital Management8,457$894 03/31/2022
     IUSG8,457$894 03/31/2022
Csenge Advisory Group10,667$893 06/30/2022
     IUSG10,667$893 06/30/2022
Steward Partners Investment Advisory LLC10,640$891 06/30/2022
     IUSG10,640$891 06/30/2022
TL Private Wealth10,207$869 06/30/2022
     IUSG10,207$869 06/30/2022
Hubbell Strickland Wealth Management LLC10,156$850 06/30/2022
     IUSG10,156$850 06/30/2022
Beacon Pointe Advisors LLC10,150$848 06/30/2022
     IUSG10,150$848 06/30/2022
Nikulski Financial Inc.9,897$828 06/30/2022
     IUSG9,897$828 06/30/2022
Cim LLC9,091$798 06/30/2022
     IUSG9,091$798 06/30/2022
South Shore Capital Advisors9,392$786 06/30/2022
     IUSG9,392$786 06/30/2022
Wealth Management Partners LLC9,000$766 06/30/2022
     IUSG9,000$766 06/30/2022
Moneta Group Investment Advisors LLC9,116$763 06/30/2022
     IUSG9,116$763 06/30/2022
Lido Advisors LLC9,107$762 06/30/2022
     IUSG9,107$762 06/30/2022
Aspiriant LLC9,070$759 06/30/2022
     IUSG9,070$759 06/30/2022
Sage Financial Management Group Inc.8,887$744 06/30/2022
     IUSG8,887$744 06/30/2022
Tcwp LLC8,669$725 06/30/2022
     IUSG8,669$725 06/30/2022
Livingston Group Asset Management CO operating as Southport Capital Management 6,847$723 03/31/2022
     IUSG6,847$723 03/31/2022
Brickley Wealth Management8,453$708 06/30/2022
     IUSG8,453$708 06/30/2022
National Asset Management Inc.8,315$697 06/30/2022
     IUSG8,315$697 06/30/2022
Brinker Capital Investments LLC8,267$692 06/30/2022
     IUSG8,267$692 06/30/2022
XML Financial LLC8,265$692 06/30/2022
     IUSG8,265$692 06/30/2022
Valley Forge Investment Consultants Inc. ADV8,246$690 06/30/2022
     IUSG8,246$690 06/30/2022
Oppenheimer & Co. Inc.8,143$682 06/30/2022
     IUSG8,143$682 06/30/2022
Ullmann Financial Group Inc.8,147$682 06/30/2022
     IUSG8,147$682 06/30/2022
Asset Management Group Inc.7,820$655 06/30/2022
     IUSG7,820$655 06/30/2022
Bank of New York Mellon Corp7,803$653 06/30/2022
     IUSG7,803$653 06/30/2022
Transcend Wealth Collective LLC7,685$643 06/30/2022
     IUSG7,685$643 06/30/2022
Wetherby Asset Management Inc.7,630$639 06/30/2022
     IUSG7,630$639 06/30/2022
Trilogy Capital Inc.7,594$636 06/30/2022
     IUSG7,594$636 06/30/2022
Weil Company Inc.7,566$633 06/30/2022
     IUSG7,566$633 06/30/2022
Bank of Montreal Can7,225$628 06/30/2022
     IUSG7,225$628 06/30/2022
Insight Wealth Strategies LLC7,441$623 06/30/2022
     IUSG7,441$623 06/30/2022
9258 Wealth Management LLC7,315$612 06/30/2022
     IUSG7,315$612 06/30/2022
Nomura Asset Management Co. Ltd.7,243$606 06/30/2022
     IUSG7,243$606 06/30/2022
Eldridge Investment Advisors Inc.7,110$595 06/30/2022
     IUSG7,110$595 06/30/2022
IFG Advisory LLC7,116$595 06/30/2022
     IUSG7,116$595 06/30/2022
TRUE Private Wealth Advisors7,018$587 06/30/2022
     IUSG7,018$587 06/30/2022
Choice Wealth Advisors LLC7,008$587 06/30/2022
     IUSG7,008$587 06/30/2022
Consilio Wealth Advisors LLC7,008$587 06/30/2022
     IUSG7,008$587 06/30/2022
Inscription Capital LLC7,000$586 06/30/2022
     IUSG7,000$586 06/30/2022
Harbour Investments Inc.6,975$584 06/30/2022
     IUSG6,975$584 06/30/2022
Carolinas Wealth Consulting LLC6,909$578 06/30/2022
     IUSG6,909$578 06/30/2022
Vident Investment Advisory LLC6,834$572 06/30/2022
     IUSG6,834$572 06/30/2022
Visionary Wealth Advisors6,839$572 06/30/2022
     IUSG6,839$572 06/30/2022
Sterling Investment Counsel LLC6,740$564 06/30/2022
     IUSG6,740$564 06/30/2022
Parametric Portfolio Associates LLC5,334$564 03/31/2022
     IUSG5,334$564 03/31/2022
Schmidt P J Investment Management Inc.6,000$563 06/30/2022
     IUSG6,000$563 06/30/2022
Allen Capital Group LLC6,732$563 06/30/2022
     IUSG6,732$563 06/30/2022
Mitchell Mcleod Pugh & Williams Inc.6,344$531 06/30/2022
     IUSG6,344$531 06/30/2022
Bedel Financial Consulting Inc.6,272$525 06/30/2022
     IUSG6,272$525 06/30/2022
Heron Financial Group LLC6,243$523 06/30/2022
     IUSG6,243$523 06/30/2022
FourThought Financial LLC6,237$522 06/30/2022
     IUSG6,237$522 06/30/2022
Prospera Financial Services Inc6,173$518 06/30/2022
     IUSG6,173$518 06/30/2022
Droms Strauss Advisors Inc. MO ADV6,134$513 06/30/2022
     IUSG6,134$513 06/30/2022
Patten & Patten Inc. TN6,079$509 06/30/2022
     IUSG6,079$509 06/30/2022
Prime Capital Investment Advisors LLC6,031$505 06/30/2022
     IUSG6,031$505 06/30/2022
Citigroup Inc.5,969$500 06/30/2022
     IUSG5,969$500 06/30/2022
Leonard Rickey Investment Advisors P.L.L.C.5,936$497 06/30/2022
     IUSG5,936$497 06/30/2022
Gladstone Institutional Advisory LLC5,920$496 06/30/2022
     IUSG5,920$496 06/30/2022
Ieq Capital LLC5,914$495 06/30/2022
     IUSG5,914$495 06/30/2022
Boston Private Wealth LLC5,885$493 06/30/2022
     IUSG5,885$493 06/30/2022
Empirical Asset Management LLC5,864$491 06/30/2022
     IUSG5,864$491 06/30/2022
Orion Portfolio Solutions LLC5,851$490 06/30/2022
     IUSG5,851$490 06/30/2022
Nations Financial Group Inc. IA ADV5,832$488 06/30/2022
     IUSG5,832$488 06/30/2022
Colonial River Wealth Management LLC5,835$488 06/30/2022
     IUSG5,835$488 06/30/2022
MAI Capital Management5,777$484 06/30/2022
     IUSG5,777$484 06/30/2022
TCTC Holdings LLC5,699$477 06/30/2022
     IUSG5,699$477 06/30/2022
Bennett Selby Investments LP5,630$471 06/30/2022
     IUSG5,630$471 06/30/2022
Baker Avenue Asset Management LP5,543$464 06/30/2022
     IUSG5,543$464 06/30/2022
Truadvice LLC4,826$463 06/30/2022
     IUSG4,826$463 06/30/2022
Mercer Global Advisors Inc. ADV5,517$462 06/30/2022
     IUSG5,517$462 06/30/2022
Advisory Services Network LLC5,382$450 06/30/2022
     IUSG5,382$450 06/30/2022
Van Hulzen Asset Management LLC5,373$450 06/30/2022
     IUSG5,373$450 06/30/2022
Octavia Wealth Advisors LLC5,359$450 06/30/2022
     IUSG5,359$450 06/30/2022
GM Advisory Group Inc.5,331$446 06/30/2022
     IUSG5,331$446 06/30/2022
KWB Wealth5,283$442 06/30/2022
     IUSG5,283$442 06/30/2022
Rehmann Capital Advisory Group5,175$433 06/30/2022
     IUSG5,175$433 06/30/2022
Weaver Consulting Group5,052$423 06/30/2022
     IUSG5,052$423 06/30/2022
Forte Asset Management LLC4,994$418 06/30/2022
     IUSG4,994$418 06/30/2022
Burt Wealth Advisors4,936$413 06/30/2022
     IUSG4,936$413 06/30/2022
Alliancebernstein L.P.4,913$411 06/30/2022
     IUSG4,913$411 06/30/2022
Y Intercept Hong Kong Ltd4,861$407 06/30/2022
     IUSG4,861$407 06/30/2022
Triad Financial Advisors Inc.4,826$404 06/30/2022
     IUSG4,826$404 06/30/2022
Beaumont Financial Partners LLC4,801$402 06/30/2022
     IUSG4,801$402 06/30/2022
ST Germain D J Co. Inc.4,795$401 06/30/2022
     IUSG4,795$401 06/30/2022
Legacy Financial Advisors Inc.4,756$398 06/30/2022
     IUSG4,756$398 06/30/2022
Ameritas Advisory Services LLC4,720$395 06/30/2022
     IUSG4,720$395 06/30/2022
Renaissance Technologies LLC4,700$393 06/30/2022
     IUSG4,700$393 06/30/2022
Marshall Wace LLP4,700$393 06/30/2022
     IUSG4,700$393 06/30/2022
Citadel Advisors LLC $393 06/30/2022
     Call4,700$393 06/30/2022
Ifrah Financial Services Inc.4,631$388 06/30/2022
     IUSG4,631$388 06/30/2022
BOKF NA4,611$386 06/30/2022
     IUSG4,611$386 06/30/2022
Corbett Road Capital Management LLC4,612$386 06/30/2022
     IUSG4,612$386 06/30/2022
Godshalk Welsh Capital Management Inc.4,495$376 06/30/2022
     IUSG4,495$376 06/30/2022
Patten Group Inc.4,245$372 06/30/2022
     IUSG4,245$372 06/30/2022
High Falls Advisors Inc4,420$370 06/30/2022
     IUSG4,420$370 06/30/2022
GenWealth Group Inc.4,373$366 06/30/2022
     IUSG4,373$366 06/30/2022
Endurance Wealth Management Inc.4,355$365 06/30/2022
     IUSG4,355$365 06/30/2022
Bouchey Financial Group Ltd4,319$362 06/30/2022
     IUSG4,319$362 06/30/2022
PRW Wealth Management LLC4,319$362 06/30/2022
     IUSG4,319$362 06/30/2022
Leavell Investment Management Inc.4,312$361 06/30/2022
     IUSG4,312$361 06/30/2022
First City Capital Management Inc.4,292$359 06/30/2022
     IUSG4,292$359 06/30/2022
Linscomb & Williams Inc.4,233$354 06/30/2022
     IUSG4,233$354 06/30/2022
Geneos Wealth Management Inc.4,095$344 06/30/2022
     IUSG4,095$344 06/30/2022
Meridian Wealth Advisors LLC4,075$341 06/30/2022
     IUSG4,075$341 06/30/2022
Baker Tilly Financial LLC4,000$335 06/30/2022
     IUSG4,000$335 06/30/2022
One Day In July LLC3,883$325 06/30/2022
     IUSG3,883$325 06/30/2022
Mutual Advisors LLC3,876$324 06/30/2022
     IUSG3,876$324 06/30/2022
Albion Financial Group UT3,807$319 06/30/2022
     IUSG3,807$319 06/30/2022
Merit Financial Group LLC3,789$317 06/30/2022
     IUSG3,789$317 06/30/2022
SOL Capital Management CO3,765$315 06/30/2022
     IUSG3,765$315 06/30/2022
Biondo Investment Advisors LLC3,768$315 06/30/2022
     IUSG3,768$315 06/30/2022
Defined Wealth Management LLC3,750$314 06/30/2022
     IUSG3,750$314 06/30/2022
Institutional & Family Asset Management LLC3,739$313 06/30/2022
     IUSG3,739$313 06/30/2022
Benjamin Edwards Inc.3,731$312 06/30/2022
     IUSG3,731$312 06/30/2022
Investors Research Corp3,701$310 06/30/2022
     IUSG3,701$310 06/30/2022
Stratos Wealth Advisors LLC3,682$308 06/30/2022
     IUSG3,682$308 06/30/2022
BRYN MAWR TRUST Co3,600$301 06/30/2022
     IUSG3,600$301 06/30/2022
National Bank of Canada FI3,606$301 06/30/2022
     IUSG3,606$301 06/30/2022
Cerity Partners LLC3,575$299 06/30/2022
     IUSG3,575$299 06/30/2022
Endowment Wealth Management Inc.3,531$296 06/30/2022
     IUSG3,531$296 06/30/2022
Wealth Alliance3,504$293 06/30/2022
     IUSG3,504$293 06/30/2022
PSI Advisors LLC3,453$289 06/30/2022
     IUSG3,453$289 06/30/2022
Cobblestone Capital Advisors LLC NY3,417$286 06/30/2022
     IUSG3,417$286 06/30/2022
Kestra Private Wealth Services LLC3,384$283 06/30/2022
     IUSG3,384$283 06/30/2022
Peterson Wealth Advisors LLC3,342$280 06/30/2022
     IUSG3,342$280 06/30/2022
IFP Advisors Inc4,834$278 06/30/2022
     IUSG4,834$278 06/30/2022
CAPROCK Group Inc.3,273$274 06/30/2022
     IUSG3,273$274 06/30/2022
WealthCare Investment Partners LLC3,279$274 06/30/2022
     IUSG3,279$274 06/30/2022
V Wealth Advisors LLC3,251$272 06/30/2022
     IUSG3,251$272 06/30/2022
Tiedemann Advisors LLC3,227$270 06/30/2022
     IUSG3,227$270 06/30/2022
Altfest L J & Co. Inc.3,200$268 06/30/2022
     IUSG3,200$268 06/30/2022
Oarsman Capital Inc.3,176$266 06/30/2022
     IUSG3,176$266 06/30/2022
Collaborative Wealth Managment Inc.3,164$265 06/30/2022
     IUSG3,164$265 06/30/2022
MONECO Advisors LLC3,153$264 06/30/2022
     IUSG3,153$264 06/30/2022
WCG Wealth Advisors LLC3,150$264 06/30/2022
     IUSG3,150$264 06/30/2022
SeaCrest Wealth Management LLC3,128$262 06/30/2022
     IUSG3,128$262 06/30/2022
Seascape Capital Management3,122$261 06/30/2022
     IUSG3,122$261 06/30/2022
Sadoff Investment Management LLC3,026$253 06/30/2022
     IUSG3,026$253 06/30/2022
Brio Consultants LLC2,958$251 06/30/2022
     IUSG2,958$251 06/30/2022
Exencial Wealth Advisors LLC2,974$249 06/30/2022
     IUSG2,974$249 06/30/2022
Headinvest LLC2,950$247 06/30/2022
     IUSG2,950$247 06/30/2022
Armbruster Capital Management Inc.2,900$243 06/30/2022
     IUSG2,900$243 06/30/2022
Raymond James Trust N.A.2,874$241 06/30/2022
     IUSG2,874$241 06/30/2022
Ancora Advisors LLC2,850$239 06/30/2022
     IUSG2,850$239 06/30/2022
Financial Engines Advisors L.L.C.2,852$238 06/30/2022
     IUSG2,852$238 06/30/2022
AFT Forsyth & Company Inc.2,849$238 06/30/2022
     IUSG2,849$238 06/30/2022
Vista Wealth Management Group LLC2,790$237 06/30/2022
     IUSG2,790$237 06/30/2022
Pallas Capital Advisors LLC2,649$237 06/30/2022
     IUSG2,649$237 06/30/2022
KFA Private Wealth Group LLC2,821$236 06/30/2022
     IUSG2,821$236 06/30/2022
Flynn Zito Capital Management LLC2,821$236 06/30/2022
     IUSG2,821$236 06/30/2022
Schneider Downs Wealth Management Advisors LP2,794$234 06/30/2022
     IUSG2,794$234 06/30/2022
Regal Investment Advisors LLC2,770$232 06/30/2022
     IUSG2,770$232 06/30/2022
Kore Private Wealth LLC2,721$228 06/30/2022
     IUSG2,721$228 06/30/2022
Brown Brothers Harriman & Co.2,699$226 06/30/2022
     IUSG2,699$226 06/30/2022
Claro Advisors LLC2,705$226 06/30/2022
     IUSG2,705$226 06/30/2022
Calamos Wealth Management LLC2,669$223 06/30/2022
     IUSG2,669$223 06/30/2022
Ellevest Inc.2,654$222 06/30/2022
     IUSG2,654$222 06/30/2022
Silvercrest Asset Management Group LLC2,641$221 06/30/2022
     IUSG2,641$221 06/30/2022
West Branch Capital LLC2,640$221 06/30/2022
     IUSG2,640$221 06/30/2022
Kaizen Financial Strategies2,645$221 06/30/2022
     IUSG2,645$221 06/30/2022
Alesco Advisors LLC2,530$212 06/30/2022
     IUSG2,530$212 06/30/2022
RSM US Wealth Management LLC2,468$207 06/30/2022
     IUSG2,468$207 06/30/2022
Chicago Partners Investment Group LLC2,174$205 06/30/2022
     IUSG2,174$205 06/30/2022
CENTRAL TRUST Co2,220$186 06/30/2022
     IUSG2,220$186 06/30/2022
Belpointe Asset Management LLC2,194$183 06/30/2022
     IUSG2,194$183 06/30/2022
GPS Wealth Strategies Group LLC2,120$177 06/30/2022
     IUSG2,120$177 06/30/2022
ACG Wealth2,013$168 06/30/2022
     IUSG2,013$168 06/30/2022
Heritage Wealth Management LLC1,908$160 06/30/2022
     IUSG1,908$160 06/30/2022
Parallel Advisors LLC1,853$155 06/30/2022
     IUSG1,853$155 06/30/2022
Plante Moran Financial Advisors LLC1,747$146 06/30/2022
     IUSG1,747$146 06/30/2022
Patriot Financial Group Insurance Agency LLC1,707$143 06/30/2022
     IUSG1,707$143 06/30/2022
Nelson Van Denburg & Campbell Wealth Management Group LLC1,635$136 06/30/2022
     IUSG1,635$136 06/30/2022
Massmutual Trust Co. FSB ADV1,600$134 06/30/2022
     IUSG1,600$134 06/30/2022
Sage Mountain Advisors LLC1,480$124 06/30/2022
     IUSG1,480$124 06/30/2022
Win Advisors Inc.1,420$120 06/30/2022
     IUSG1,420$120 06/30/2022
Ballast Advisors LLC1,394$117 06/30/2022
     IUSG1,394$117 06/30/2022
Centerpoint Advisors LLC1,334$112 06/30/2022
     IUSG1,334$112 06/30/2022
Tsfg LLC1,294$108 06/30/2022
     IUSG1,294$108 06/30/2022
Acropolis Investment Management LLC1,262$106 06/30/2022
     IUSG1,262$106 06/30/2022
AdvisorNet Financial Inc1,239$104 06/30/2022
     IUSG1,239$104 06/30/2022
Ellis Investment Partners LLC1,206$100 06/30/2022
     IUSG1,206$100 06/30/2022
Covington Capital Management1,084$91 06/30/2022
     IUSG1,084$91 06/30/2022
FinTrust Capital Advisors LLC1,000$90 06/30/2022
     IUSG1,000$90 06/30/2022
Key Financial Inc1,054$89 06/30/2022
     IUSG1,054$89 06/30/2022
SRS Capital Advisors Inc.997$83 06/30/2022
     IUSG997$83 06/30/2022
Newbridge Financial Services Group Inc.997$83 06/30/2022
     IUSG997$83 06/30/2022
Morton Brown Family Wealth LLC993$83 06/30/2022
     IUSG993$83 06/30/2022
Huntington National Bank906$76 06/30/2022
     IUSG906$76 06/30/2022
Carmichael Hill & Associates Inc.901$75 06/30/2022
     IUSG901$75 06/30/2022
Enterprise Trust & Investment Co900$75 06/30/2022
     IUSG900$75 06/30/2022
Jackson Grant Investment Advisers Inc.841$70 06/30/2022
     IUSG841$70 06/30/2022
M&T Bank Corp262,828$69 06/30/2022
     IUSG262,828$69 06/30/2022
Laurel Wealth Planning LLC822$69 06/30/2022
     IUSG822$69 06/30/2022
Fifth Third Bancorp750$63 06/30/2022
     IUSG750$63 06/30/2022
First Horizon Advisors Inc.751$63 06/30/2022
     IUSG751$63 06/30/2022
Signaturefd LLC742$62 06/30/2022
     IUSG742$62 06/30/2022
IAG Wealth Partners LLC719$60 06/30/2022
     IUSG719$60 06/30/2022
Sound Income Strategies LLC705$59 06/30/2022
     IUSG705$59 06/30/2022
Qube Research & Technologies Ltd674$56 06/30/2022
     IUSG674$56 06/30/2022
Element Wealth LLC670$56 06/30/2022
     IUSG670$56 06/30/2022
MCF Advisors LLC605$51 06/30/2022
     IUSG605$51 06/30/2022
Concord Wealth Partners611$51 06/30/2022
     IUSG611$51 06/30/2022
Capital Investment Advisory Services LLC600$50 06/30/2022
     IUSG600$50 06/30/2022
Meeder Asset Management Inc.540$45 06/30/2022
     IUSG540$45 06/30/2022
Money Concepts Capital Corp525$44 06/30/2022
     IUSG525$44 06/30/2022
Heritage Wealth Advisors525$44 06/30/2022
     IUSG525$44 06/30/2022
Founders Financial Alliance LLC526$44 06/30/2022
     IUSG526$44 06/30/2022
EverSource Wealth Advisors LLC510$43 06/30/2022
     IUSG510$43 06/30/2022
O Shaughnessy Asset Management LLC507$42 06/30/2022
     IUSG507$42 06/30/2022
Clearstead Advisors LLC495$41 06/30/2022
     IUSG495$41 06/30/2022
Creative Financial Designs Inc. ADV466$39 06/30/2022
     IUSG466$39 06/30/2022
CoreCap Advisors LLC455$38 06/30/2022
     IUSG455$38 06/30/2022
Kistler Tiffany Companies LLC430$36 06/30/2022
     IUSG430$36 06/30/2022
Total Clarity Wealth Management Inc.428$36 06/30/2022
     IUSG428$36 06/30/2022
Global Wealth Management Investment Advisory Inc.393$33 06/30/2022
     IUSG393$33 06/30/2022
Matrix Private Capital Group LLC400$33 06/30/2022
     IUSG400$33 06/30/2022
Cullen Frost Bankers Inc.387$32 06/30/2022
     IUSG387$32 06/30/2022
Vectors Research Management LLC380$32 06/30/2022
     IUSG380$32 06/30/2022
Hexagon Capital Partners LLC382$32 06/30/2022
     IUSG382$32 06/30/2022
Annapolis Financial Services LLC375$31 06/30/2022
     IUSG375$31 06/30/2022
Front Row Advisors LLC342$29 06/30/2022
     IUSG342$29 06/30/2022
Mechanics Financial Corp339$28 06/30/2022
     IUSG339$28 06/30/2022
Horan Securities Inc.301$26 06/30/2022
     IUSG301$26 06/30/2022
Providence Capital Advisors LLC300$25 06/30/2022
     IUSG300$25 06/30/2022
Dixon Hughes Goodman Wealth Advisors LLC240$25 03/31/2022
     IUSG240$25 03/31/2022
South State CORP.285$24 06/30/2022
     IUSG285$24 06/30/2022
Norway Savings Bank288$24 06/30/2022
     IUSG288$24 06/30/2022
290$24 06/30/2022
     IUSG290$24 06/30/2022
Clear Perspectives Financial Planning LLC289$24 06/30/2022
     IUSG289$24 06/30/2022
Assetmark Inc.278$23 06/30/2022
     IUSG278$23 06/30/2022
Addison Advisors LLC270$23 06/30/2022
     IUSG270$23 06/30/2022
Mark Sheptoff Financial Planning LLC267$22 06/30/2022
     IUSG267$22 06/30/2022
BDO Wealth Advisors LLC258$22 06/30/2022
     IUSG258$22 06/30/2022
Archer Investment Corp262$22 06/30/2022
     IUSG262$22 06/30/2022
Lenox Wealth Advisors LLC215$22 03/31/2022
     IUSG215$22 03/31/2022
Northern Oak Wealth Management Inc.245$21 06/30/2022
     IUSG245$21 06/30/2022
Accel Wealth Management248$21 06/30/2022
     IUSG248$21 06/30/2022
Beacon Capital Management LLC198$21 06/30/2022
     IUSG198$21 06/30/2022
Franklin Resources Inc.234$20 06/30/2022
     IUSG234$20 06/30/2022
Jackson Hole Capital Partners LLC244$20 06/30/2022
     IUSG244$20 06/30/2022
Ten Capital Wealth Advisors LLC238$20 06/30/2022
     IUSG238$20 06/30/2022
Lumature Wealth Partners LLC233$20 06/30/2022
     IUSG233$20 06/30/2022
Financial Advisory Service Inc.228$19 06/30/2022
     IUSG228$19 06/30/2022
Sittner & Nelson LLC213$18 06/30/2022
     IUSG213$18 06/30/2022
Maryland Capital Advisors Inc.212$18 06/30/2022
     IUSG212$18 06/30/2022
Tilia Fiduciary Partners Inc.208$18 06/30/2022
     IUSG208$18 06/30/2022
Gradient Investments LLC178$15 06/30/2022
     IUSG178$15 06/30/2022
Bank of New Hampshire168$14 06/30/2022
     IUSG168$14 06/30/2022
HHM Wealth Advisors LLC155$13 06/30/2022
     IUSG155$13 06/30/2022
First Manhattan Co.151$12 06/30/2022
     IUSG151$12 06/30/2022
Integrity Financial Corp WA149$12 06/30/2022
     IUSG149$12 06/30/2022
Country Trust Bank128$11 06/30/2022
     IUSG128$11 06/30/2022
Bartlett & Co. LLC137$11 06/30/2022
     IUSG137$11 06/30/2022
Column Capital Advisors LLC120$10 06/30/2022
     IUSG120$10 06/30/2022
FSC Wealth Advisors LLC123$10 06/30/2022
     IUSG123$10 06/30/2022
Capital Advisors Ltd. LLC112$9 06/30/2022
     IUSG112$9 06/30/2022
Curi Capital103$9 06/30/2022
     IUSG103$9 06/30/2022
Salem Investment Counselors Inc.90$8 06/30/2022
     IUSG90$8 06/30/2022
Hallmark Capital Management Inc.100$8 06/30/2022
     IUSG100$8 06/30/2022
M&R Capital Management Inc.99$8 06/30/2022
     IUSG99$8 06/30/2022
Whittier Trust Co. of Nevada Inc.80$7 06/30/2022
     IUSG80$7 06/30/2022
Ahrens Investment Partners LLC83$7 06/30/2022
     IUSG83$7 06/30/2022
Trustcore Financial Services LLC80$7 06/30/2022
     IUSG80$7 06/30/2022
Capital Asset Advisory Services LLC69$6 06/30/2022
     IUSG69$6 06/30/2022
TFC Financial Management71$6 06/30/2022
     IUSG71$6 06/30/2022
Wolff Wiese Magana LLC75$6 06/30/2022
     IUSG75$6 06/30/2022
Transamerica Financial Advisors Inc.54$5 06/30/2022
     IUSG54$5 06/30/2022
Gryphon Financial Partners LLC56$5 06/30/2022
     IUSG56$5 06/30/2022
MTM Investment Management LLC56$5 06/30/2022
     IUSG56$5 06/30/2022
Operose Advisors LLC60$5 06/30/2022
     IUSG60$5 06/30/2022
Tyler Stone Wealth Management62$5 06/30/2022
     IUSG62$5 06/30/2022
Bogart Wealth LLC50$4 06/30/2022
     IUSG50$4 06/30/2022
Retirement Group LLC45$4 06/30/2022
     IUSG45$4 06/30/2022
Oxford Financial Group Ltd.40$3 06/30/2022
     IUSG40$3 06/30/2022
Hudock Inc.47$3 06/30/2022
     IUSG47$3 06/30/2022
Balentine LLC30$3 06/30/2022
     IUSG30$3 06/30/2022
Atticus Wealth Management LLC41$3 06/30/2022
     IUSG41$3 06/30/2022
City State Bank30$3 06/30/2022
     IUSG30$3 06/30/2022
Verity Asset Management Inc.278,351$3 03/31/2022
     IUSG278,351$3 03/31/2022
WASHINGTON TRUST Co20$2 06/30/2022
     IUSG20$2 06/30/2022
Bourgeon Capital Management LLC27$2 06/30/2022
     IUSG27$2 06/30/2022
Klaas Financial Asset Advisors LLC19$2 06/30/2022
     IUSG19$2 06/30/2022
Valley National Advisers Inc.16$1 06/30/2022
     IUSG16$1 06/30/2022
Harbor Investment Advisory LLC14$1 06/30/2022
     IUSG14$1 06/30/2022
Simplex Trading LLC23$1 06/30/2022
     IUSG23$1 06/30/2022
Cutler Group LP $1 06/30/2022
     Call2,300$1 06/30/2022
Heritage Financial Services LLC15$1 06/30/2022
     IUSG15$1 06/30/2022
Selective Wealth Management Inc.17$1 06/30/2022
     IUSG17$1 06/30/2022
Steward Financial Group LLC15$1 06/30/2022
     IUSG15$1 06/30/2022
Montag A & Associates Inc.5$0 06/30/2022
     IUSG5$0 06/30/2022

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

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