HoldingsChannel.com
Funds Holding IVE

On this page, we present all of the funds holding IVE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IVE, with a link to that fund's top holdings. The next columns indicate the amount of IVE stock held by each of the funds holding IVE, followed by the IVE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1023 funds holding IVE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by JPMorgan Chase & Co.. For more details on the positions held by JPMorgan Chase & Co. (or by any of the other funds holding IVE), click the fund name in the "Holder" column of the funds-holding-IVE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
JPMorgan Chase & Co.22,335,021$3,070,171 06/30/2022
     IVE22,335,021$3,070,171 06/30/2022
Morgan Stanley11,663,504$1,603,266 06/30/2022
     IVE11,663,504$1,603,266 06/30/2022
Wells Fargo & Company MN9,228,222$1,268,512 06/30/2022
     IVE9,228,222$1,268,512 06/30/2022
Bank of America Corp DE7,044,058$968,277 06/30/2022
     IVE7,044,058$968,277 06/30/2022
Envestnet Asset Management Inc.5,776,065$793,978 06/30/2022
     IVE5,776,065$793,978 06/30/2022
UBS Group AG3,469,954$476,980 06/30/2022
     IVE3,469,954$476,980 06/30/2022
Goldman Sachs Group Inc.3,222,933$443,025 06/30/2022
     IVE3,222,933$443,025 06/30/2022
Stifel Financial Corp2,645,794$363,692 06/30/2022
     IVE2,645,794$363,692 06/30/2022
Ameriprise Financial Inc.2,410,200$331,437 06/30/2022
     IVE2,410,200$331,437 06/30/2022
LPL Financial LLC2,015,928$277,109 06/30/2022
     IVE2,015,928$277,109 06/30/2022
Advisor Group Holdings Inc.1,377,718$189,726 06/30/2022
     IVE1,377,718$189,726 06/30/2022
The PNC Financial Services Group Inc.1,302,262$179,009 06/30/2022
     IVE1,302,262$179,009 06/30/2022
Royal Bank of Canada1,191,435$163,775 06/30/2022
     IVE1,191,435$163,775 06/30/2022
Lido Advisors LLC1,146,127$157,546 06/30/2022
     IVE1,146,127$157,546 06/30/2022
Mariner LLC1,131,836$155,583 06/30/2022
     IVE1,131,836$155,583 06/30/2022
US Bancorp DE1,041,655$143,187 06/30/2022
     IVE1,041,655$143,187 06/30/2022
M&T Bank Corp1,136,175$138,876 06/30/2022
     IVE1,136,175$138,876 06/30/2022
FMR LLC998,476$137,251 06/30/2022
     IVE998,476$137,251 06/30/2022
Huntington National Bank843,074$115,889 06/30/2022
     IVE843,074$115,889 06/30/2022
Raymond James & Associates816,594$112,250 06/30/2022
     IVE816,594$112,250 06/30/2022
Raymond James Financial Services Advisors Inc.752,913$103,495 06/30/2022
     IVE752,913$103,495 06/30/2022
Cliftonlarsonallen Wealth Advisors LLC679,771$93,441 06/30/2022
     IVE679,771$93,441 06/30/2022
Cambridge Investment Research Advisors Inc.606,517$83,372 06/30/2022
     IVE606,517$83,372 06/30/2022
LVZ Advisors Inc.595,112$81,804 06/30/2022
     IVE595,112$81,804 06/30/2022
CWM LLC580,705$79,824 06/30/2022
     IVE580,705$79,824 06/30/2022
Commonwealth Equity Services LLC571,393$78,543 06/30/2022
     IVE571,393$78,543 06/30/2022
Allianz Asset Management GmbH567,175$77,964 06/30/2022
     IVE567,175$77,964 06/30/2022
Barber Financial Group Inc.542,018$74,506 06/30/2022
     IVE542,018$74,506 06/30/2022
Betterment LLC532,560$73,206 06/30/2022
     IVE532,560$73,206 06/30/2022
MAI Capital Management518,424$71,263 06/30/2022
     IVE518,424$71,263 06/30/2022
Financial Engines Advisors L.L.C.509,987$70,102 06/30/2022
     IVE509,987$70,102 06/30/2022
HighTower Advisors LLC489,156$67,245 06/30/2022
     IVE489,156$67,245 06/30/2022
Fifth Third Bancorp425,652$58,510 06/30/2022
     IVE425,652$58,510 06/30/2022
Home Federal Bank of Tennessee425,054$58,428 06/30/2022
     IVE425,054$58,428 06/30/2022
Miracle Mile Advisors LLC422,327$58,053 06/30/2022
     IVE422,327$58,053 06/30/2022
Northwestern Mutual Wealth Management Co.411,503$56,565 06/30/2022
     IVE411,503$56,565 06/30/2022
Barclays PLC393,936$54,151 06/30/2022
     IVE393,936$54,151 06/30/2022
First Republic Investment Management Inc.391,313$53,790 06/30/2022
     IVE391,313$53,790 06/30/2022
Phillips Financial Management LLC364,335$50,082 06/30/2022
     IVE364,335$50,082 06/30/2022
Valmark Advisers Inc.357,150$49,094 06/30/2022
     IVE357,150$49,094 06/30/2022
Equitable Holdings Inc.354,223$48,691 06/30/2022
     IVE354,223$48,691 06/30/2022
Strategic Wealth Partners Group LLC351,059$48,257 06/30/2022
     IVE351,059$48,257 06/30/2022
Windmill Hill Asset Management Ltd349,920$48,100 06/30/2022
     IVE349,920$48,100 06/30/2022
Cetera Advisors LLC349,061$47,982 06/30/2022
     IVE349,061$47,982 06/30/2022
Amarillo National Bank330,883$45,483 06/30/2022
     IVE330,883$45,483 06/30/2022
Probity Advisors Inc.323,441$44,460 06/30/2022
     IVE323,441$44,460 06/30/2022
First Hawaiian Bank343,301$44,121 09/30/2022
     IVE343,301$44,121 09/30/2022
Courier Capital LLC312,695$42,983 06/30/2022
     IVE312,695$42,983 06/30/2022
Salomon & Ludwin LLC308,919$42,464 06/30/2022
     IVE308,919$42,464 06/30/2022
Baird Financial Group Inc.300,999$41,375 06/30/2022
     IVE300,999$41,375 06/30/2022
Bank of Montreal Can285,646$40,781 06/30/2022
     IVE285,646$40,781 06/30/2022
McKinley Carter Wealth Services Inc.287,435$39,511 06/30/2022
     IVE287,435$39,511 06/30/2022
Rehmann Capital Advisory Group275,239$37,834 06/30/2022
     IVE275,239$37,834 06/30/2022
Strategic Point Investment Advisors LLC272,425$37,447 06/30/2022
     IVE272,425$37,447 06/30/2022
Keybank National Association OH267,671$36,794 06/30/2022
     IVE267,671$36,794 06/30/2022
Varma Mutual Pension Insurance Co267,440$36,762 06/30/2022
     IVE267,440$36,762 06/30/2022
United Capital Financial Advisers LLC261,418$35,935 06/30/2022
     IVE261,418$35,935 06/30/2022
Texas Capital Bank Wealth Management Services Inc.259,674$35,695 06/30/2022
     IVE259,674$35,695 06/30/2022
Relative Value Partners Group LLC243,133$35,215 06/30/2022
     IVE243,133$35,215 06/30/2022
Northern Oak Wealth Management Inc.253,457$34,840 06/30/2022
     IVE253,457$34,840 06/30/2022
Baker Avenue Asset Management LP250,617$34,450 06/30/2022
     IVE250,617$34,450 06/30/2022
Thrivent Financial for Lutherans244,936$33,670 06/30/2022
     IVE244,936$33,670 06/30/2022
Praetorian Wealth Management Inc.243,206$33,431 06/30/2022
     IVE243,206$33,431 06/30/2022
Lpwm LLC240,267$33,414 06/30/2022
     IVE240,267$33,414 06/30/2022
Banco Bilbao Vizcaya Argentaria S.A.242,762$33,319 06/30/2022
     IVE242,762$33,319 06/30/2022
Smith Anglin Financial LLC238,772$32,822 06/30/2022
     IVE238,772$32,822 06/30/2022
Evoke Wealth LLC202,027$27,771 06/30/2022
     IVE202,027$27,771 06/30/2022
Polaris Wealth Advisory Group LLC201,291$27,669 06/30/2022
     IVE201,291$27,669 06/30/2022
Ameritas Investment Partners Inc.195,663$26,895 06/30/2022
     IVE195,663$26,895 06/30/2022
Koss Olinger Consulting LLC187,045$25,711 06/30/2022
     IVE187,045$25,711 06/30/2022
Janney Montgomery Scott LLC185,160$25,656 06/30/2022
     IVE185,160$25,656 06/30/2022
Regions Financial Corp184,452$25,355 06/30/2022
     IVE184,452$25,355 06/30/2022
Quest Investment Management LLC179,915$24,731 06/30/2022
     IVE179,915$24,731 06/30/2022
Mercer Global Advisors Inc. ADV174,377$23,970 06/30/2022
     IVE174,377$23,970 06/30/2022
Greenleaf Trust172,491$23,711 06/30/2022
     IVE172,491$23,711 06/30/2022
Rockefeller Capital Management L.P.165,746$22,782 06/30/2022
     IVE165,746$22,782 06/30/2022
Captrust Financial Advisors161,840$22,247 06/30/2022
     IVE161,840$22,247 06/30/2022
Financial Life Advisors157,443$21,642 06/30/2022
     IVE157,443$21,642 06/30/2022
Jones Financial Companies Lllp151,199$21,163 06/30/2022
     IVE151,199$21,163 06/30/2022
Pinkerton Retirement Specialists LLC153,211$21,060 06/30/2022
     IVE153,211$21,060 06/30/2022
Spire Wealth Management150,701$20,715 06/30/2022
     IVE150,701$20,715 06/30/2022
Encompass Wealth Advisors LLC150,410$20,675 06/30/2022
     IVE150,410$20,675 06/30/2022
Condor Capital Management149,419$20,539 06/30/2022
     IVE149,419$20,539 06/30/2022
North Star Investment Management Corp.148,443$20,405 06/30/2022
     IVE148,443$20,405 06/30/2022
Powell Investment Advisors LLC143,029$19,661 06/30/2022
     IVE143,029$19,661 06/30/2022
MUFG Americas Holdings Corp140,584$19,325 06/30/2022
     IVE140,584$19,325 06/30/2022
Transform Wealth LLC137,746$18,935 06/30/2022
     IVE137,746$18,935 06/30/2022
Smith Moore & CO.135,596$18,639 06/30/2022
     IVE135,596$18,639 06/30/2022
Moneta Group Investment Advisors LLC135,239$18,590 06/30/2022
     IVE135,239$18,590 06/30/2022
Lutz Financial Services LLC133,898$18,406 06/30/2022
     IVE133,898$18,406 06/30/2022
Alesco Advisors LLC133,842$18,398 06/30/2022
     IVE133,842$18,398 06/30/2022
Comerica Bank127,572$17,949 06/30/2022
     IVE127,572$17,949 06/30/2022
Traynor Capital Management Inc.130,154$17,890 06/30/2022
     IVE130,154$17,890 06/30/2022
Kestra Advisory Services LLC127,383$17,510 06/30/2022
     IVE127,383$17,510 06/30/2022
Droms Strauss Advisors Inc. MO ADV124,960$17,175 06/30/2022
     IVE124,960$17,175 06/30/2022
Banco Santander S.A.123,759$17,012 06/30/2022
     IVE123,759$17,012 06/30/2022
BOKF NA123,165$16,930 06/30/2022
     IVE123,165$16,930 06/30/2022
UMB Bank N A MO121,729$16,733 06/30/2022
     IVE121,729$16,733 06/30/2022
Pictet & Cie Europe SA119,390$16,411 06/30/2022
     IVE119,390$16,411 06/30/2022
JFS Wealth Advisors LLC115,626$15,894 06/30/2022
     IVE115,626$15,894 06/30/2022
SMI Advisory Services LLC113,635$15,620 06/30/2022
     IVE113,635$15,620 06/30/2022
GHP Investment Advisors Inc.113,312$15,576 06/30/2022
     IVE113,312$15,576 06/30/2022
Johnson Midwest Financial LLC112,513$15,466 06/30/2022
     IVE112,513$15,466 06/30/2022
Efficient Advisors LLC111,683$15,352 06/30/2022
     IVE111,683$15,352 06/30/2022
Barings LLC110,622$15,206 06/30/2022
     IVE110,622$15,206 06/30/2022
Private Advisor Group LLC109,904$15,108 06/30/2022
     IVE109,904$15,108 06/30/2022
Kwmg LLC108,197$14,873 06/30/2022
     IVE108,197$14,873 06/30/2022
Creative Planning107,216$14,738 06/30/2022
     IVE107,216$14,738 06/30/2022
Atria Wealth Solutions Inc.106,932$14,698 06/30/2022
     IVE106,932$14,698 06/30/2022
Veritable L.P.106,500$14,639 06/30/2022
     IVE106,500$14,639 06/30/2022
Peapack Gladstone Financial Corp104,893$14,418 06/30/2022
     IVE104,893$14,418 06/30/2022
Sigma Planning Corp104,869$14,415 06/30/2022
     IVE104,869$14,415 06/30/2022
BNP Paribas Arbitrage SA103,657$14,249 06/30/2022
     IVE103,657$14,249 06/30/2022
Gladstone Institutional Advisory LLC102,776$14,128 06/30/2022
     IVE102,776$14,128 06/30/2022
Warwick Investment Management Inc.102,576$14,100 06/30/2022
     IVE102,576$14,100 06/30/2022
Ironwood Financial llc100,847$13,862 06/30/2022
     IVE100,847$13,862 06/30/2022
BlackRock Inc.99,727$13,708 06/30/2022
     IVE99,727$13,708 06/30/2022
Bank of Stockton99,624$13,695 06/30/2022
     IVE99,624$13,695 06/30/2022
American International Group Inc.99,172$13,632 06/30/2022
     IVE99,172$13,632 06/30/2022
Truist Financial Corp99,145$13,628 06/30/2022
     IVE99,145$13,628 06/30/2022
Northern Trust Corp97,641$13,421 06/30/2022
     IVE97,641$13,421 06/30/2022
Cahill Financial Advisors Inc.96,298$13,237 06/30/2022
     IVE96,298$13,237 06/30/2022
FineMark National Bank & Trust95,110$13,074 06/30/2022
     IVE95,110$13,074 06/30/2022
First Merchants Corp94,277$12,959 06/30/2022
     IVE94,277$12,959 06/30/2022
55I LLC93,713$12,882 06/30/2022
     IVE93,713$12,882 06/30/2022
Avantax Advisory Services Inc.93,508$12,854 06/30/2022
     IVE93,508$12,854 06/30/2022
Western Wealth Management LLC93,149$12,808 06/30/2022
     IVE93,149$12,808 06/30/2022
MML Investors Services LLC92,295$12,687 06/30/2022
     IVE92,295$12,687 06/30/2022
RTD Financial Advisors Inc.90,113$12,387 06/30/2022
     IVE90,113$12,387 06/30/2022
MMA Asset Management LLC88,090$12,109 06/30/2022
     IVE88,090$12,109 06/30/2022
Cetera Advisor Networks LLC87,790$12,068 06/30/2022
     IVE87,790$12,068 06/30/2022
Citadel Advisors LLC $12,014 06/30/2022
     Call111,500$15,327 06/30/2022
     Put24,100$3,313 06/30/2022
Clear Creek Financial Management LLC86,984$11,957 06/30/2022
     IVE86,984$11,957 06/30/2022
Narwhal Capital Management86,185$11,847 06/30/2022
     IVE86,185$11,847 06/30/2022
MV Capital Management Inc.85,683$11,778 06/30/2022
     IVE85,683$11,778 06/30/2022
Financial Advocates Investment Management84,200$11,574 06/30/2022
     IVE84,200$11,574 06/30/2022
Greenup Street Wealth Management LLC83,996$11,546 06/30/2022
     IVE83,996$11,546 06/30/2022
Platte River Wealth Advisors LLC83,811$11,521 06/30/2022
     IVE83,811$11,521 06/30/2022
Allworth Financial LP83,616$11,494 06/30/2022
     IVE83,616$11,494 06/30/2022
Citigroup Inc.83,071$11,419 06/30/2022
     IVE83,071$11,419 06/30/2022
Matthew Goff Investment Advisor LLC82,242$11,305 06/30/2022
     IVE82,242$11,305 06/30/2022
Cetera Investment Advisers80,557$11,073 06/30/2022
     IVE80,557$11,073 06/30/2022
Sierra Capital LLC80,198$11,024 06/30/2022
     IVE80,198$11,024 06/30/2022
Wetherby Asset Management Inc.78,547$10,797 06/30/2022
     IVE78,547$10,797 06/30/2022
J.W. Cole Advisors Inc.77,838$10,700 06/30/2022
     IVE77,838$10,700 06/30/2022
Alera Investment Advisors LLC77,152$10,605 06/30/2022
     IVE77,152$10,605 06/30/2022
Prosperity Planning Inc.63,485$10,557 06/30/2022
     IVE63,485$10,557 06/30/2022
Ironwood Wealth Management Inc.75,254$10,466 06/30/2022
     IVE75,254$10,466 06/30/2022
Hancock Whitney Investment Services Inc.75,314$10,353 06/30/2022
     IVE75,314$10,353 06/30/2022
Resources Investment Advisors LLC.75,011$10,311 06/30/2022
     IVE75,011$10,311 06/30/2022
Bank of Nova Scotia74,561$10,249 06/30/2022
     IVE74,561$10,249 06/30/2022
BDO Wealth Advisors LLC73,177$10,059 06/30/2022
     IVE73,177$10,059 06/30/2022
Trustmark National Bank Trust Department72,250$9,931 06/30/2022
     IVE72,250$9,931 06/30/2022
Capital Analysts LLC71,752$9,863 06/30/2022
     IVE71,752$9,863 06/30/2022
CX Institutional71,732$9,860 06/30/2022
     IVE71,732$9,860 06/30/2022
Jane Street Group LLC71,159$9,782 06/30/2022
     IVE71,159$9,782 06/30/2022
Comerica Securities Inc.70,708$9,719 06/30/2022
     IVE70,708$9,719 06/30/2022
SG Americas Securities LLC70,320$9,666 06/30/2022
     IVE70,320$9,666 06/30/2022
Peninsula Wealth LLC70,219$9,652 06/30/2022
     IVE70,219$9,652 06/30/2022
RiverFront Investment Group LLC70,086$9,634 06/30/2022
     IVE70,086$9,634 06/30/2022
Kovitz Investment Group Partners LLC69,895$9,608 06/30/2022
     IVE69,895$9,608 06/30/2022
Wade G W & Inc.69,330$9,530 06/30/2022
     IVE69,330$9,530 06/30/2022
Sterling Investment Advisors LLC ADV69,073$9,495 06/30/2022
     IVE69,073$9,495 06/30/2022
Occidental Asset Management LLC68,285$9,386 06/30/2022
     IVE68,285$9,386 06/30/2022
Modera Wealth Management LLC68,051$9,354 06/30/2022
     IVE68,051$9,354 06/30/2022
ETF Portfolio Partners Inc.71,730$9,219 09/30/2022
     IVE71,730$9,219 09/30/2022
Tamar Securities LLC66,788$9,181 06/30/2022
     IVE66,788$9,181 06/30/2022
Beacon Pointe Advisors LLC66,271$9,117 06/30/2022
     IVE66,271$9,117 06/30/2022
Wealth Advisory Solutions LLC65,473$9,000 06/30/2022
     IVE65,473$9,000 06/30/2022
Cullen Frost Bankers Inc.65,355$8,984 06/30/2022
     IVE65,355$8,984 06/30/2022
Citizens Financial Group Inc RI64,455$8,860 06/30/2022
     IVE64,455$8,860 06/30/2022
First Trust Advisors LP64,246$8,831 06/30/2022
     IVE64,246$8,831 06/30/2022
SJA Financial Advisory LLC63,846$8,776 06/30/2022
     IVE63,846$8,776 06/30/2022
AE Wealth Management LLC63,603$8,743 06/30/2022
     IVE63,603$8,743 06/30/2022
Royal Fund Management LLC63,064$8,668 06/30/2022
     IVE63,064$8,668 06/30/2022
Financial Enhancement Group LLC60,815$8,360 06/30/2022
     IVE60,815$8,360 06/30/2022
Susquehanna International Group LLP $8,357 06/30/2022
     Call85,300$11,725 06/30/2022
     Put24,500$3,368 06/30/2022
Pinnacle Family Advisors LLC60,702$8,344 06/30/2022
     IVE60,702$8,344 06/30/2022
LWS Wealth Advisors Inc.59,877$8,231 06/30/2022
     IVE59,877$8,231 06/30/2022
Acropolis Investment Management LLC59,464$8,174 06/30/2022
     IVE59,464$8,174 06/30/2022
Davis Selected Advisers58,209$8,001 06/30/2022
     IVE58,209$8,001 06/30/2022
Brookstone Capital Management57,495$7,996 06/30/2022
     IVE57,495$7,996 06/30/2022
National Asset Management Inc.57,761$7,940 06/30/2022
     IVE57,761$7,940 06/30/2022
Front Barnett Associates LLC57,495$7,903 06/30/2022
     IVE57,495$7,903 06/30/2022
Bank of New York Mellon Corp57,008$7,836 06/30/2022
     IVE57,008$7,836 06/30/2022
EWG Elevate Inc.56,221$7,728 06/30/2022
     IVE56,221$7,728 06/30/2022
Guardian Wealth Advisors LLC54,854$7,540 06/30/2022
     IVE54,854$7,540 06/30/2022
Stone Asset Management Inc.54,789$7,531 06/30/2022
     IVE54,789$7,531 06/30/2022
Vicus Capital53,726$7,385 06/30/2022
     IVE53,726$7,385 06/30/2022
Calamos Wealth Management LLC53,618$7,370 06/30/2022
     IVE53,618$7,370 06/30/2022
Asset Management Group Inc.53,256$7,321 06/30/2022
     IVE53,256$7,321 06/30/2022
Cerity Partners LLC53,254$7,321 06/30/2022
     IVE53,254$7,321 06/30/2022
Willis Johnson & Associates Inc.52,922$7,275 06/30/2022
     IVE52,922$7,275 06/30/2022
Great Valley Advisor Group Inc.52,816$7,260 06/30/2022
     IVE52,816$7,260 06/30/2022
Lbmc Investment Advisors LLC56,254$7,230 09/30/2022
     IVE56,254$7,230 09/30/2022
HB Wealth Management LLC52,284$7,187 06/30/2022
     IVE52,284$7,187 06/30/2022
JNB Advisors LLC52,214$7,177 06/30/2022
     IVE52,214$7,177 06/30/2022
Atria Investments LLC51,892$7,133 06/30/2022
     IVE51,892$7,133 06/30/2022
Stratos Wealth Partners LTD.51,187$7,036 06/30/2022
     IVE51,187$7,036 06/30/2022
Sei Investments Co.50,936$7,005 06/30/2022
     IVE50,936$7,005 06/30/2022
Berkshire Money Management Inc.50,890$6,995 06/30/2022
     IVE50,890$6,995 06/30/2022
Bradley Foster & Sargent Inc. CT50,443$6,934 06/30/2022
     IVE50,443$6,934 06/30/2022
Punch & Associates Investment Management Inc.49,981$6,870 06/30/2022
     IVE49,981$6,870 06/30/2022
Guidance Point Advisors LLC49,378$6,787 06/30/2022
     IVE49,378$6,787 06/30/2022
Financial Advisors Network Inc.49,215$6,765 06/30/2022
     IVE49,215$6,765 06/30/2022
Capstone Investment Advisors LLC49,090$6,748 06/30/2022
     IVE49,090$6,748 06/30/2022
Centerpoint Advisors LLC49,089$6,748 06/30/2022
     IVE49,089$6,748 06/30/2022
Buckingham Strategic Wealth LLC48,316$6,641 06/30/2022
     IVE48,316$6,641 06/30/2022
Pinnacle Financial Partners Inc.46,984$6,458 06/30/2022
     IVE46,984$6,458 06/30/2022
The Manufacturers Life Insurance Company 45,749$6,289 06/30/2022
     IVE45,749$6,289 06/30/2022
Geneos Wealth Management Inc.45,027$6,268 06/30/2022
     IVE45,027$6,268 06/30/2022
Bartlett & Co. LLC44,602$6,131 06/30/2022
     IVE44,602$6,131 06/30/2022
KFA Private Wealth Group LLC44,409$6,104 06/30/2022
     IVE44,409$6,104 06/30/2022
Flynn Zito Capital Management LLC44,409$6,104 06/30/2022
     IVE44,409$6,104 06/30/2022
United Asset Strategies Inc.44,172$6,072 06/30/2022
     IVE44,172$6,072 06/30/2022
Soundmark Wealth Management LLC43,419$5,968 06/30/2022
     IVE43,419$5,968 06/30/2022
Pure Financial Advisors Inc.45,848$5,892 09/30/2022
     IVE45,848$5,892 09/30/2022
Zurich Insurance Group Ltd FI42,815$5,885 06/30/2022
     IVE42,815$5,885 06/30/2022
Colony Group LLC42,449$5,835 06/30/2022
     IVE42,449$5,835 06/30/2022
BKD Wealth Advisors LLC42,338$5,820 06/30/2022
     IVE42,338$5,820 06/30/2022
Bailard Inc.42,134$5,792 06/30/2022
     IVE42,134$5,792 06/30/2022
Exencial Wealth Advisors LLC42,127$5,791 06/30/2022
     IVE42,127$5,791 06/30/2022
Ieq Capital LLC41,954$5,767 06/30/2022
     IVE41,954$5,767 06/30/2022
Cranbrook Wealth Management LLC41,854$5,753 06/30/2022
     IVE41,854$5,753 06/30/2022
JSF Financial LLC41,727$5,736 06/30/2022
     IVE41,727$5,736 06/30/2022
Financial Advisory Service Inc.41,607$5,719 06/30/2022
     IVE41,607$5,719 06/30/2022
AdvisorNet Financial Inc44,315$5,695 09/30/2022
     IVE44,315$5,695 09/30/2022
Signature Wealth Management Partners LLC41,428$5,695 06/30/2022
     IVE41,428$5,695 06/30/2022
Financial Management Professionals Inc.41,370$5,687 06/30/2022
     IVE41,370$5,687 06/30/2022
RKL Wealth Management LLC40,601$5,581 06/30/2022
     IVE40,601$5,581 06/30/2022
Astoria Strategic Wealth Inc.40,468$5,563 06/30/2022
     IVE40,468$5,563 06/30/2022
Buckingham Strategic Partners40,374$5,551 06/30/2022
     IVE40,374$5,551 06/30/2022
Pacific Financial Group Inc.39,318$5,405 06/30/2022
     IVE39,318$5,405 06/30/2022
Hsbc Holdings PLC38,942$5,361 06/30/2022
     IVE38,942$5,361 06/30/2022
Synovus Financial Corp38,887$5,346 06/30/2022
     IVE38,887$5,346 06/30/2022
Anson Capital Inc.38,894$5,346 06/30/2022
     IVE38,894$5,346 06/30/2022
Fifth Third Securities Inc.38,562$5,301 06/30/2022
     IVE38,562$5,301 06/30/2022
Graves Light Private Wealth Management Inc.38,389$5,277 06/30/2022
     IVE38,389$5,277 06/30/2022
Enterprise Financial Services Corp38,007$5,224 06/30/2022
     IVE38,007$5,224 06/30/2022
Credit Suisse AG36,876$5,069 06/30/2022
     IVE36,876$5,069 06/30/2022
Hilltop Wealth Advisors LLC36,856$5,066 06/30/2022
     IVE36,856$5,066 06/30/2022
EP Wealth Advisors LLC36,748$5,051 06/30/2022
     IVE36,748$5,051 06/30/2022
Beacon Financial Group36,050$5,021 06/30/2022
     IVE36,050$5,021 06/30/2022
Parallel Advisors LLC36,515$5,019 06/30/2022
     IVE36,515$5,019 06/30/2022
Strategic Wealth Advisors Group LLC35,748$4,959 06/30/2022
     IVE35,748$4,959 06/30/2022
Wesbanco Bank Inc.35,801$4,922 06/30/2022
     IVE35,801$4,922 06/30/2022
Nvest Financial LLC35,802$4,921 06/30/2022
     IVE35,802$4,921 06/30/2022
Tortoise Investment Management LLC35,667$4,903 06/30/2022
     IVE35,667$4,903 06/30/2022
Northcape Wealth Management LLC35,290$4,851 06/30/2022
     IVE35,290$4,851 06/30/2022
Texas Capital Bancshares Inc. TX35,160$4,833 06/30/2022
     IVE35,160$4,833 06/30/2022
Arlington Partners LLC34,862$4,792 06/30/2022
     IVE34,862$4,792 06/30/2022
First Horizon Advisors Inc.34,694$4,767 06/30/2022
     IVE34,694$4,767 06/30/2022
Wealthsource Partners LLC34,666$4,765 06/30/2022
     IVE34,666$4,765 06/30/2022
Telos Capital Management Inc.34,487$4,741 06/30/2022
     IVE34,487$4,741 06/30/2022
Integrated Wealth Concepts LLC34,013$4,675 06/30/2022
     IVE34,013$4,675 06/30/2022
Patriot Financial Group Insurance Agency LLC33,905$4,661 06/30/2022
     IVE33,905$4,661 06/30/2022
Soltis Investment Advisors LLC33,670$4,628 06/30/2022
     IVE33,670$4,628 06/30/2022
Park Avenue Securities LLC33,497$4,605 06/30/2022
     IVE33,497$4,605 06/30/2022
Pathway Financial Advisors LLC33,440$4,597 06/30/2022
     IVE33,440$4,597 06/30/2022
Nicolet Bankshares Inc.33,192$4,563 06/30/2022
     IVE33,192$4,563 06/30/2022
Sunbelt Securities Inc.32,740$4,500 06/30/2022
     IVE32,740$4,500 06/30/2022
Smithfield Trust Co.32,732$4,498 06/30/2022
     IVE32,732$4,498 06/30/2022
All Season Financial Advisors Inc.32,690$4,494 06/30/2022
     IVE32,690$4,494 06/30/2022
Itau Unibanco Holding S.A.31,605$4,344 06/30/2022
     IVE31,605$4,344 06/30/2022
Csenge Advisory Group33,732$4,335 09/30/2022
     IVE33,732$4,335 09/30/2022
Advisory Services Network LLC31,431$4,320 06/30/2022
     IVE31,431$4,320 06/30/2022
Benjamin F. Edwards & Company Inc.31,264$4,298 06/30/2022
     IVE31,264$4,298 06/30/2022
Rodgers & Associates LTD30,657$4,214 06/30/2022
     IVE30,657$4,214 06/30/2022
Harvest Group Wealth Management LLC29,023$4,192 06/30/2022
     IVE29,023$4,192 06/30/2022
Mutual Advisors LLC30,404$4,179 06/30/2022
     IVE30,404$4,179 06/30/2022
Robertson Stephens Wealth Management LLC30,362$4,173 06/30/2022
     IVE30,362$4,173 06/30/2022
Nottingham Advisors Inc.28,886$4,071 06/30/2022
     IVE28,886$4,071 06/30/2022
SCS Capital Management LLC29,193$4,013 06/30/2022
     IVE29,193$4,013 06/30/2022
Charter Oak Capital Management LLC28,940$3,978 06/30/2022
     IVE28,940$3,978 06/30/2022
YHB Investment Advisors Inc.28,855$3,966 06/30/2022
     IVE28,855$3,966 06/30/2022
Cresset Asset Management LLC29,309$3,947 06/30/2022
     IVE29,309$3,947 06/30/2022
Jackson Hole Capital Partners LLC28,500$3,918 06/30/2022
     IVE28,500$3,918 06/30/2022
Belpointe Asset Management LLC28,390$3,902 06/30/2022
     IVE28,390$3,902 06/30/2022
Clearstead Advisors LLC28,374$3,900 06/30/2022
     IVE28,374$3,900 06/30/2022
Level Four Advisory Services LLC28,331$3,894 06/30/2022
     IVE28,331$3,894 06/30/2022
Hudson Capital Management LLC28,314$3,892 06/30/2022
     IVE28,314$3,892 06/30/2022
Squarepoint Ops LLC27,896$3,835 06/30/2022
     IVE27,896$3,835 06/30/2022
Associated Banc Corp27,783$3,819 06/30/2022
     IVE27,783$3,819 06/30/2022
Hancock Whitney Corp27,622$3,797 06/30/2022
     IVE27,622$3,797 06/30/2022
Brown Advisory Inc.27,178$3,736 06/30/2022
     IVE27,178$3,736 06/30/2022
Prudential PLC26,829$3,688 06/30/2022
     IVE26,829$3,688 06/30/2022
W Advisors LLC26,684$3,668 06/30/2022
     IVE26,684$3,668 06/30/2022
TrueWealth Advisors LLC26,674$3,667 06/30/2022
     IVE26,674$3,667 06/30/2022
Sterling Financial Planning Inc.26,679$3,667 06/30/2022
     IVE26,679$3,667 06/30/2022
Savant Capital LLC26,550$3,650 06/30/2022
     IVE26,550$3,650 06/30/2022
Renasant Bank26,360$3,623 06/30/2022
     IVE26,360$3,623 06/30/2022
Stegner Investment Associates Inc.26,209$3,603 06/30/2022
     IVE26,209$3,603 06/30/2022
Sontag Advisory LLC26,066$3,583 06/30/2022
     IVE26,066$3,583 06/30/2022
Prospera Financial Services Inc25,752$3,540 06/30/2022
     IVE25,752$3,540 06/30/2022
Pinnacle Bank25,155$3,458 06/30/2022
     IVE25,155$3,458 06/30/2022
AJ Wealth Strategies LLC24,526$3,371 06/30/2022
     IVE24,526$3,371 06/30/2022
Clarus Wealth Advisors24,305$3,360 06/30/2022
     IVE24,305$3,360 06/30/2022
Nomura Asset Management Co. Ltd.24,200$3,327 06/30/2022
     IVE24,200$3,327 06/30/2022
HRT Financial LP24,190$3,325 06/30/2022
     IVE24,190$3,325 06/30/2022
Investment Partners LTD.24,107$3,314 06/30/2022
     IVE24,107$3,314 06/30/2022
Alliancebernstein L.P.23,974$3,295 06/30/2022
     IVE23,974$3,295 06/30/2022
Evercore Wealth Management LLC23,644$3,250 06/30/2022
     IVE23,644$3,250 06/30/2022
Bank of The West23,517$3,233 06/30/2022
     IVE23,517$3,233 06/30/2022
Market Street Wealth Management Advisors LLC23,523$3,233 06/30/2022
     IVE23,523$3,233 06/30/2022
Stony Point Wealth Management Inc.24,691$3,173 09/30/2022
     IVE24,691$3,173 09/30/2022
Benchmark Investment Advisors LLC22,678$3,117 06/30/2022
     IVE22,678$3,117 06/30/2022
JustInvest LLC22,558$3,101 06/30/2022
     IVE22,558$3,101 06/30/2022
GWM Advisors LLC22,432$3,084 06/30/2022
     IVE22,432$3,084 06/30/2022
Blue Zone Wealth Advisors LLC22,303$3,066 06/30/2022
     IVE22,303$3,066 06/30/2022
Acas LLC20,678$3,010 06/30/2022
     IVE20,678$3,010 06/30/2022
Keel Point LLC23,348$3,001 09/30/2022
     IVE23,348$3,001 09/30/2022
Delta Investment Management LLC21,651$2,976 06/30/2022
     IVE21,651$2,976 06/30/2022
Magnus Financial Group LLC21,426$2,945 06/30/2022
     IVE21,426$2,945 06/30/2022
Stordahl Capital Management Inc.21,348$2,934 06/30/2022
     IVE21,348$2,934 06/30/2022
Nations Financial Group Inc. IA ADV21,189$2,913 06/30/2022
     IVE21,189$2,913 06/30/2022
CIBC Private Wealth Group LLC21,053$2,894 06/30/2022
     IVE21,053$2,894 06/30/2022
Harbour Investments Inc.20,688$2,844 06/30/2022
     IVE20,688$2,844 06/30/2022
United Services Automobile Association20,689$2,844 06/30/2022
     IVE20,689$2,844 06/30/2022
BFT Financial Group LLC20,569$2,827 06/30/2022
     IVE20,569$2,827 06/30/2022
Edgar Lomax Co. VA20,363$2,799 06/30/2022
     IVE20,363$2,799 06/30/2022
Wescott Financial Advisory Group LLC20,221$2,780 06/30/2022
     IVE20,221$2,780 06/30/2022
Brave Asset Management Inc.20,031$2,753 06/30/2022
     IVE20,031$2,753 06/30/2022
GenWealth Group Inc.19,985$2,747 06/30/2022
     IVE19,985$2,747 06/30/2022
Ascent Wealth Partners LLC19,786$2,720 06/30/2022
     IVE19,786$2,720 06/30/2022
Nelson Van Denburg & Campbell Wealth Management Group LLC19,765$2,716 06/30/2022
     IVE19,765$2,716 06/30/2022
First Heartland Consultants Inc.19,722$2,711 06/30/2022
     IVE19,722$2,711 06/30/2022
Ameritas Advisory Services LLC19,563$2,689 06/30/2022
     IVE19,563$2,689 06/30/2022
Dorsey & Whitney Trust CO LLC19,378$2,664 06/30/2022
     IVE19,378$2,664 06/30/2022
First Citizens Bank & Trust Co.19,047$2,618 06/30/2022
     IVE19,047$2,618 06/30/2022
Simmons Bank19,045$2,618 06/30/2022
     IVE19,045$2,618 06/30/2022
BTC Capital Management Inc.19,037$2,617 06/30/2022
     IVE19,037$2,617 06/30/2022
Intelligence Driven Advisers LLC18,959$2,616 06/30/2022
     IVE18,959$2,616 06/30/2022
Sax Wealth Advisors LLC19,027$2,615 06/30/2022
     IVE19,027$2,615 06/30/2022
Morris Financial Concepts Inc.18,113$2,490 06/30/2022
     IVE18,113$2,490 06/30/2022
Natixis Advisors L.P.18,094$2,487 06/30/2022
     IVE18,094$2,487 06/30/2022
Trail Ridge Investment Advisors LLC17,896$2,460 06/30/2022
     IVE17,896$2,460 06/30/2022
Falcon Wealth Planning17,775$2,443 06/30/2022
     IVE17,775$2,443 06/30/2022
Hilltop Holdings Inc.17,550$2,412 06/30/2022
     IVE17,550$2,412 06/30/2022
Retirement Income Solutions Inc17,532$2,410 06/30/2022
     IVE17,532$2,410 06/30/2022
SOL Capital Management CO17,507$2,407 06/30/2022
     IVE17,507$2,407 06/30/2022
Simon Quick Advisors LLC16,420$2,378 06/30/2022
     IVE16,420$2,378 06/30/2022
TIAA FSB17,159$2,359 06/30/2022
     IVE17,159$2,359 06/30/2022
Proequities Inc.17,025$2,340 06/30/2022
     IVE17,025$2,340 06/30/2022
WBH Advisory Inc.16,838$2,328 06/30/2022
     IVE16,838$2,328 06/30/2022
Steward Partners Investment Advisory LLC16,506$2,269 06/30/2022
     IVE16,506$2,269 06/30/2022
ERTS Wealth Advisors LLC16,364$2,249 06/30/2022
     IVE16,364$2,249 06/30/2022
Signature Securities Group Corporation16,315$2,242 06/30/2022
     IVE16,315$2,242 06/30/2022
Holland Advisory Services Inc.16,267$2,236 06/30/2022
     IVE16,267$2,236 06/30/2022
Florin Court Capital LLP16,251$2,234 06/30/2022
     IVE16,251$2,234 06/30/2022
Conning Inc.16,001$2,199 06/30/2022
     IVE16,001$2,199 06/30/2022
IFP Advisors Inc19,656$2,190 06/30/2022
     IVE19,656$2,190 06/30/2022
First Manhattan Co.15,808$2,172 06/30/2022
     IVE15,808$2,172 06/30/2022
Stephens Inc. AR15,791$2,171 06/30/2022
     IVE15,791$2,171 06/30/2022
Klaas Financial Asset Advisors LLC15,655$2,152 06/30/2022
     IVE15,655$2,152 06/30/2022
Objective Capital Management LLC15,557$2,138 06/30/2022
     IVE15,557$2,138 06/30/2022
West Coast Financial LLC15,385$2,115 06/30/2022
     IVE15,385$2,115 06/30/2022
Texas Permanent School Fund15,180$2,087 06/30/2022
     IVE15,180$2,087 06/30/2022
Sequoia Financial Advisors LLC15,159$2,086 06/30/2022
     IVE15,159$2,086 06/30/2022
Bank of Hawaii15,165$2,085 06/30/2022
     IVE15,165$2,085 06/30/2022
Sonata Capital Group Inc.14,720$2,023 06/30/2022
     IVE14,720$2,023 06/30/2022
Partners Capital Investment Group LLP14,667$2,016 06/30/2022
     IVE14,667$2,016 06/30/2022
Pinnacle Wealth Planning Services Inc.14,656$2,015 06/30/2022
     IVE14,656$2,015 06/30/2022
Principal Financial Group Inc.14,560$2,001 06/30/2022
     IVE14,560$2,001 06/30/2022
Tobias Financial Advisors Inc.14,542$1,999 06/30/2022
     IVE14,542$1,999 06/30/2022
Gables Capital Management Inc.14,405$1,980 06/30/2022
     IVE14,405$1,980 06/30/2022
Advisor Resource Council14,335$1,971 06/30/2022
     IVE14,335$1,971 06/30/2022
Oppenheimer & Co. Inc.14,319$1,968 06/30/2022
     IVE14,319$1,968 06/30/2022
Ronald Blue Trust Inc.12,627$1,966 06/30/2022
     IVE12,627$1,966 06/30/2022
Edmonds Duncan Registered Investment Advisors LLC14,285$1,964 06/30/2022
     IVE14,285$1,964 06/30/2022
First Farmers & Merchants Bank Trust14,249$1,958 06/30/2022
     IVE14,249$1,958 06/30/2022
SRS Capital Advisors Inc.14,165$1,947 06/30/2022
     IVE14,165$1,947 06/30/2022
Security Financial Services INC.14,001$1,925 06/30/2022
     IVE14,001$1,925 06/30/2022
Franklin Resources Inc.13,877$1,908 06/30/2022
     IVE13,877$1,908 06/30/2022
OLD National Bancorp IN13,872$1,907 06/30/2022
     IVE13,872$1,907 06/30/2022
Honkamp Krueger Financial Services Inc.13,743$1,889 06/30/2022
     IVE13,743$1,889 06/30/2022
Tolleson Wealth Management Inc.13,742$1,889 06/30/2022
     IVE13,742$1,889 06/30/2022
Global Retirement Partners LLC13,712$1,885 06/30/2022
     IVE13,712$1,885 06/30/2022
Wick Capital Partners LLC13,530$1,860 06/30/2022
     IVE13,530$1,860 06/30/2022
Ellis Investment Partners LLC13,403$1,842 06/30/2022
     IVE13,403$1,842 06/30/2022
Total Wealth Planning LLC13,312$1,830 06/30/2022
     IVE13,312$1,830 06/30/2022
Castle Wealth Management LLC13,275$1,825 06/30/2022
     IVE13,275$1,825 06/30/2022
Alhambra Investment Partners LLC13,205$1,815 06/30/2022
     IVE13,205$1,815 06/30/2022
D.A. Davidson & CO.13,088$1,799 06/30/2022
     IVE13,088$1,799 06/30/2022
Wealth Dimensions Group Ltd.12,992$1,786 06/30/2022
     IVE12,992$1,786 06/30/2022
Blair William & Co. IL12,982$1,785 06/30/2022
     IVE12,982$1,785 06/30/2022
Bristlecone Advisors LLC12,862$1,768 06/30/2022
     IVE12,862$1,768 06/30/2022
Valeo Financial Advisors LLC12,641$1,738 06/30/2022
     IVE12,641$1,738 06/30/2022
Deutsche Bank AG12,521$1,721 06/30/2022
     IVE12,521$1,721 06/30/2022
Apollon Wealth Management LLC12,505$1,719 06/30/2022
     IVE12,505$1,719 06/30/2022
MBA Advisors LLC12,473$1,715 06/30/2022
     IVE12,473$1,715 06/30/2022
Wsfs Capital Management LLC12,463$1,713 06/30/2022
     IVE12,463$1,713 06/30/2022
Cahaba Wealth Management Inc.12,430$1,708 06/30/2022
     IVE12,430$1,708 06/30/2022
WealthBridge Capital Management LLC12,411$1,706 06/30/2022
     IVE12,411$1,706 06/30/2022
Procyon Private Wealth Partners LLC12,286$1,689 06/30/2022
     IVE12,286$1,689 06/30/2022
J. Goldman & Co LP12,245$1,683 06/30/2022
     IVE12,245$1,683 06/30/2022
Scotia Capital Inc.12,202$1,677 06/30/2022
     IVE12,202$1,677 06/30/2022
Wellspring Financial Advisors LLC12,138$1,669 06/30/2022
     IVE12,138$1,669 06/30/2022
Rhumbline Advisers11,958$1,644 06/30/2022
     IVE11,958$1,644 06/30/2022
Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,183$1,628 06/30/2022
     IVE11,183$1,628 06/30/2022
Great Point Wealth Advisors LLC11,837$1,627 06/30/2022
     IVE11,837$1,627 06/30/2022
Regal Wealth Group Inc.11,828$1,626 06/30/2022
     IVE11,828$1,626 06/30/2022
Peoples Bank OH11,817$1,624 06/30/2022
     IVE11,817$1,624 06/30/2022
EPG Wealth Management LLC11,790$1,621 06/30/2022
     IVE11,790$1,621 06/30/2022
Mission Wealth Management LP11,537$1,586 06/30/2022
     IVE11,537$1,586 06/30/2022
Family Firm Inc.10,086$1,580 06/30/2022
     IVE10,086$1,580 06/30/2022
Crescent Grove Advisors LLC11,486$1,579 06/30/2022
     IVE11,486$1,579 06/30/2022
Trilogy Capital Inc.11,471$1,577 06/30/2022
     IVE11,471$1,577 06/30/2022
Karlinski Andrew C11,456$1,575 06/30/2022
     IVE11,456$1,575 06/30/2022
Moisand Fitzgerald Tamayo LLC11,267$1,549 06/30/2022
     IVE11,267$1,549 06/30/2022
Axxcess Wealth Management LLC11,200$1,539 06/30/2022
     IVE11,200$1,539 06/30/2022
Country Club Bank GFN11,082$1,531 06/30/2022
     IVE11,082$1,531 06/30/2022
Roble Belko & Company Inc10,945$1,504 06/30/2022
     IVE10,945$1,504 06/30/2022
Kohmann Bosshard Financial Services LLC10,941$1,504 06/30/2022
     IVE10,941$1,504 06/30/2022
TRUE Private Wealth Advisors10,928$1,502 06/30/2022
     IVE10,928$1,502 06/30/2022
Cambridge Trust Co.10,910$1,500 06/30/2022
     IVE10,910$1,500 06/30/2022
Wedbush Securities Inc.10,866$1,494 06/30/2022
     IVE10,866$1,494 06/30/2022
Resurgent Financial Advisors LLC10,856$1,492 06/30/2022
     IVE10,856$1,492 06/30/2022
Mattern Wealth Management LLC10,840$1,490 06/30/2022
     IVE10,840$1,490 06/30/2022
Investment Advisory Group LLC10,698$1,473 06/30/2022
     IVE10,698$1,473 06/30/2022
Paloma Partners Management Co10,700$1,471 06/30/2022
     IVE10,700$1,471 06/30/2022
Marietta Wealth Management LLC10,699$1,471 06/30/2022
     IVE10,699$1,471 06/30/2022
Southern Capital Advisors LLC10,643$1,463 06/30/2022
     IVE10,643$1,463 06/30/2022
Glenview Trust Co10,511$1,444 06/30/2022
     IVE10,511$1,444 06/30/2022
Nwam LLC10,447$1,440 06/30/2022
     IVE10,447$1,440 06/30/2022
Brighton Jones LLC10,362$1,424 06/30/2022
     IVE10,362$1,424 06/30/2022
Raymond James Trust N.A.10,298$1,415 06/30/2022
     IVE10,298$1,415 06/30/2022
Lincoln National Corp10,229$1,406 06/30/2022
     IVE10,229$1,406 06/30/2022
International Assets Investment Management LLC10,227$1,406 06/30/2022
     IVE10,227$1,406 06/30/2022
AMG National Trust Bank9,637$1,403 06/30/2022
     IVE9,637$1,403 06/30/2022
Prudential Financial Inc.10,146$1,402 06/30/2022
     IVE10,146$1,402 06/30/2022
Chicago Partners Investment Group LLC9,613$1,399 06/30/2022
     IVE9,613$1,399 06/30/2022
Capital Advisors Ltd. LLC10,102$1,389 06/30/2022
     IVE10,102$1,389 06/30/2022
Dumont & Blake Investment Advisors LLC9,950$1,368 06/30/2022
     IVE9,950$1,368 06/30/2022
PSI Advisors LLC9,951$1,368 06/30/2022
     IVE9,951$1,368 06/30/2022
BOK Financial Private Wealth Inc.9,920$1,364 06/30/2022
     IVE9,920$1,364 06/30/2022
WealthShield Partners LLC9,906$1,362 06/30/2022
     IVE9,906$1,362 06/30/2022
Forum Financial Management LP9,867$1,356 06/30/2022
     IVE9,867$1,356 06/30/2022
Patriot Investment Management Inc.9,859$1,355 06/30/2022
     IVE9,859$1,355 06/30/2022
GSB Wealth Management LLC9,818$1,350 06/30/2022
     IVE9,818$1,350 06/30/2022
Waldron Private Wealth LLC9,785$1,345 06/30/2022
     IVE9,785$1,345 06/30/2022
First Commonwealth Financial Corp PA 9,725$1,337 06/30/2022
     IVE9,725$1,337 06/30/2022
InterOcean Capital Group LLC9,686$1,331 06/30/2022
     IVE9,686$1,331 06/30/2022
Endurance Wealth Management Inc.9,671$1,330 06/30/2022
     IVE9,671$1,330 06/30/2022
Silvercrest Asset Management Group LLC9,670$1,329 06/30/2022
     IVE9,670$1,329 06/30/2022
Salem Investment Counselors Inc.9,620$1,322 06/30/2022
     IVE9,620$1,322 06/30/2022
Sterling Investment Counsel LLC9,551$1,313 06/30/2022
     IVE9,551$1,313 06/30/2022
Oxford Financial Group Ltd.9,503$1,306 06/30/2022
     IVE9,503$1,306 06/30/2022
Bernardo Wealth Planning LLC9,465$1,301 06/30/2022
     IVE9,465$1,301 06/30/2022
CIBC World Markets Inc.9,459$1,300 06/30/2022
     IVE9,459$1,300 06/30/2022
Sage Investment Advisers LLC9,368$1,288 06/30/2022
     IVE9,368$1,288 06/30/2022
Lowe Brockenbrough & Co. Inc.9,364$1,287 06/30/2022
     IVE9,364$1,287 06/30/2022
Boston Private Wealth LLC9,286$1,276 06/30/2022
     IVE9,286$1,276 06/30/2022
Grant GrossMendelsohn LLC9,243$1,272 06/30/2022
     IVE9,243$1,272 06/30/2022
WMS Partners LLC9,231$1,269 06/30/2022
     IVE9,231$1,269 06/30/2022
YorkBridge Wealth Partners LLC9,169$1,260 06/30/2022
     IVE9,169$1,260 06/30/2022
CoreCap Advisors LLC9,124$1,254 06/30/2022
     IVE9,124$1,254 06/30/2022
Baldrige Asset Management LLC9,092$1,250 06/30/2022
     IVE9,092$1,250 06/30/2022
STA Wealth Management LLC9,058$1,245 06/30/2022
     IVE9,058$1,245 06/30/2022
Ballentine Partners LLC9,042$1,243 06/30/2022
     IVE9,042$1,243 06/30/2022
Rational Advisors LLC9,016$1,239 06/30/2022
     IVE9,016$1,239 06/30/2022
HighMark Wealth Management LLC8,954$1,230 06/30/2022
     IVE8,954$1,230 06/30/2022
Montecito Bank & Trust8,890$1,222 06/30/2022
     IVE8,890$1,222 06/30/2022
Lee Financial Co8,813$1,211 06/30/2022
     IVE8,813$1,211 06/30/2022
Koshinski Asset Management Inc.8,802$1,210 06/30/2022
     IVE8,802$1,210 06/30/2022
Stonebridge Financial Planning Group LLC8,709$1,197 06/30/2022
     IVE8,709$1,197 06/30/2022
9258 Wealth Management LLC8,692$1,195 06/30/2022
     IVE8,692$1,195 06/30/2022
Professional Financial Advisors LLC8,653$1,189 06/30/2022
     IVE8,653$1,189 06/30/2022
Lake Street Financial LLC8,584$1,180 06/30/2022
     IVE8,584$1,180 06/30/2022
Hirtle Callaghan & Co LLC8,543$1,174 06/30/2022
     IVE8,543$1,174 06/30/2022
Kalos Management Inc.8,311$1,173 06/30/2022
     IVE8,311$1,173 06/30/2022
Domani Wealth LLC8,521$1,171 06/30/2022
     IVE8,521$1,171 06/30/2022
BigSur Wealth Management LLC8,500$1,168 06/30/2022
     IVE8,500$1,168 06/30/2022
White Pine Capital LLC8,486$1,166 06/30/2022
     IVE8,486$1,166 06/30/2022
Essex Financial Services Inc.8,401$1,155 06/30/2022
     IVE8,401$1,155 06/30/2022
Farmers & Merchants Investments Inc.8,398$1,154 06/30/2022
     IVE8,398$1,154 06/30/2022
LTG Capital LLC8,385$1,151 06/30/2022
     IVE8,385$1,151 06/30/2022
Clear Investment Research LLC8,318$1,143 06/30/2022
     IVE8,318$1,143 06/30/2022
Acorn Financial Advisory Services Inc. ADV8,320$1,142 06/30/2022
     IVE8,320$1,142 06/30/2022
Summit Trail Advisors LLC8,207$1,128 06/30/2022
     IVE8,207$1,128 06/30/2022
Azimuth Capital Investment Management LLC8,045$1,106 06/30/2022
     IVE8,045$1,106 06/30/2022
IHT Wealth Management LLC8,029$1,104 06/30/2022
     IVE8,029$1,104 06/30/2022
Commerce Bank7,987$1,098 06/30/2022
     IVE7,987$1,098 06/30/2022
Tranquility Partners LLC7,938$1,091 06/30/2022
     IVE7,938$1,091 06/30/2022
Eldridge Investment Advisors Inc.7,889$1,084 06/30/2022
     IVE7,889$1,084 06/30/2022
Sigma Investment Counselors Inc.7,856$1,080 06/30/2022
     IVE7,856$1,080 06/30/2022
N.E.W. Advisory Services LLC7,842$1,078 06/30/2022
     IVE7,842$1,078 06/30/2022
Connecticut Wealth Management LLC7,824$1,075 06/30/2022
     IVE7,824$1,075 06/30/2022
Beacon Financial Advisory LLC7,736$1,063 06/30/2022
     IVE7,736$1,063 06/30/2022
Windward Private Wealth Management Inc.7,641$1,050 06/30/2022
     IVE7,641$1,050 06/30/2022
Putnam FL Investment Management Co.7,619$1,047 06/30/2022
     IVE7,619$1,047 06/30/2022
Schneider Downs Wealth Management Advisors LP7,615$1,047 06/30/2022
     IVE7,615$1,047 06/30/2022
Diversified Portfolios Inc.7,569$1,040 06/30/2022
     IVE7,569$1,040 06/30/2022
Cadinha & Co. LLC7,536$1,036 06/30/2022
     IVE7,536$1,036 06/30/2022
Whittier Trust Co.7,505$1,032 06/30/2022
     IVE7,505$1,032 06/30/2022
Gemmer Asset Management LLC7,349$1,010 06/30/2022
     IVE7,349$1,010 06/30/2022
RSM US Wealth Management LLC7,314$1,005 06/30/2022
     IVE7,314$1,005 06/30/2022
Sequent Asset Management LLC7,254$997 06/30/2022
     IVE7,254$997 06/30/2022
Navalign LLC7,197$989 06/30/2022
     IVE7,197$989 06/30/2022
Evensky & Katz LLC7,180$987 06/30/2022
     IVE7,180$987 06/30/2022
Glenmede Trust Co. NA7,165$984 06/30/2022
     IVE7,165$984 06/30/2022
Krilogy Financial LLC7,601$977 09/30/2022
     IVE7,601$977 09/30/2022
Pinnacle Associates Ltd.7,078$973 06/30/2022
     IVE7,078$973 06/30/2022
Oxinas Partners Wealth Management LLC7,061$971 06/30/2022
     IVE7,061$971 06/30/2022
Spectrum Management Group LLC7,023$965 06/30/2022
     IVE7,023$965 06/30/2022
Argent Advisors Inc.6,990$961 06/30/2022
     IVE6,990$961 06/30/2022
Close Asset Management Ltd6,958$957 06/30/2022
     IVE6,958$957 06/30/2022
Dimension Capital Management LLC6,947$955 06/30/2022
     IVE6,947$955 06/30/2022
Jaffetilchin Investment Partners LLC6,883$946 06/30/2022
     IVE6,883$946 06/30/2022
AFG Fiduciary Services Limited Partnership6,868$944 06/30/2022
     IVE6,868$944 06/30/2022
Carolinas Wealth Consulting LLC6,763$930 06/30/2022
     IVE6,763$930 06/30/2022
Blankinship & Foster LLC6,712$923 06/30/2022
     IVE6,712$923 06/30/2022
Bank of New Hampshire6,700$921 06/30/2022
     IVE6,700$921 06/30/2022
Coastal Investment Advisors Inc.6,598$919 06/30/2022
     IVE6,598$919 06/30/2022
Bridges Investment Management Inc.6,628$911 06/30/2022
     IVE6,628$911 06/30/2022
Tiemann Investment Advisors LLC6,617$910 06/30/2022
     IVE6,617$910 06/30/2022
Total Investment Management Inc.6,602$908 06/30/2022
     IVE6,602$908 06/30/2022
Capital Directions Investment Advisors LLC6,513$895 06/30/2022
     IVE6,513$895 06/30/2022
Planning Center Inc.6,486$895 06/30/2022
     IVE6,486$895 06/30/2022
Financial Counselors Inc.6,501$894 06/30/2022
     IVE6,501$894 06/30/2022
Thompson Investment Management Inc.6,493$893 06/30/2022
     IVE6,493$893 06/30/2022
Thomasville National Bank6,926$890 09/30/2022
     IVE6,926$890 09/30/2022
Marino Stram & Associates LLC6,469$889 06/30/2022
     IVE6,469$889 06/30/2022
Norway Savings Bank6,464$889 06/30/2022
     IVE6,464$889 06/30/2022
Journey Advisory Group LLC6,067$881 06/30/2022
     IVE6,067$881 06/30/2022
TBH Global Asset Management LLC6,363$875 06/30/2022
     IVE6,363$875 06/30/2022
PACK Private Wealth LLC6,363$875 06/30/2022
     IVE6,363$875 06/30/2022
Quadrant Capital Group LLC6,360$874 06/30/2022
     IVE6,360$874 06/30/2022
Monticello Wealth Management LLC6,347$873 06/30/2022
     IVE6,347$873 06/30/2022
Alta Wealth Advisors LLC6,319$870 06/30/2022
     IVE6,319$870 06/30/2022
Windsor Group LTD6,273$866 06/30/2022
     IVE6,273$866 06/30/2022
Dohj LLC6,249$859 06/30/2022
     IVE6,249$859 06/30/2022
Legacy Advisors LLC6,232$857 06/30/2022
     IVE6,232$857 06/30/2022
Carl P. Sherr & Co. LLC6,218$855 06/30/2022
     IVE6,218$855 06/30/2022
ShoreHaven Wealth Partners LLC6,201$852 06/30/2022
     IVE6,201$852 06/30/2022
West Oak Capital LLC6,192$851 06/30/2022
     IVE6,192$851 06/30/2022
AWM Capital LLC6,156$846 06/30/2022
     IVE6,156$846 06/30/2022
Forum Private Client Group LLC6,140$844 06/30/2022
     IVE6,140$844 06/30/2022
HBK Sorce Advisory LLC6,129$842 06/30/2022
     IVE6,129$842 06/30/2022
Johnson Investment Counsel Inc.6,114$840 06/30/2022
     IVE6,114$840 06/30/2022
Outlook Wealth Advisors LLC6,090$838 06/30/2022
     IVE6,090$838 06/30/2022
Cary Street Partners Investment Advisory LLC6,079$836 06/30/2022
     IVE6,079$836 06/30/2022
Lindbrook Capital LLC6,070$834 06/30/2022
     IVE6,070$834 06/30/2022
Independent Wealth Network Inc.6,054$832 06/30/2022
     IVE6,054$832 06/30/2022
Gofen & Glossberg LLC IL6,016$827 06/30/2022
     IVE6,016$827 06/30/2022
Coldstream Capital Management Inc.5,949$818 06/30/2022
     IVE5,949$818 06/30/2022
Lowery Thomas LLC5,862$806 06/30/2022
     IVE5,862$806 06/30/2022
Harbor Investment Advisory LLC5,831$802 06/30/2022
     IVE5,831$802 06/30/2022
Laurel Wealth Advisors LLC5,811$799 06/30/2022
     IVE5,811$799 06/30/2022
Tarbox Family Office Inc.5,803$798 06/30/2022
     IVE5,803$798 06/30/2022
Pensionmark Financial Group LLC5,469$795 06/30/2022
     IVE5,469$795 06/30/2022
5,780$795 06/30/2022
     IVE5,780$795 06/30/2022
Inspirion Wealth Advisors LLC5,768$793 06/30/2022
     IVE5,768$793 06/30/2022
Disciplined Investments LLC5,736$789 06/30/2022
     IVE5,736$789 06/30/2022
Community Bank N.A.5,721$786 06/30/2022
     IVE5,721$786 06/30/2022
5,687$782 06/30/2022
     IVE5,687$782 06/30/2022
SOA Wealth Advisors LLC.6,048$777 09/30/2022
     IVE6,048$777 09/30/2022
Regal Investment Advisors LLC5,648$776 06/30/2022
     IVE5,648$776 06/30/2022
New England Private Wealth Advisors LLC4,959$773 06/30/2022
     IVE4,959$773 06/30/2022
Oliver Lagore Vanvalin Investment Group5,596$769 06/30/2022
     IVE5,596$769 06/30/2022
American Trust5,575$766 06/30/2022
     IVE5,575$766 06/30/2022
F3Logic LLC5,552$763 06/30/2022
     IVE5,552$763 06/30/2022
Evanson Asset Management LLC5,547$762 06/30/2022
     IVE5,547$762 06/30/2022
Silicon Hills Wealth Management LLC5,515$758 06/30/2022
     IVE5,515$758 06/30/2022
Pallas Capital Advisors LLC5,377$758 06/30/2022
     IVE5,377$758 06/30/2022
Patton Albertson Miller Group LLC5,486$754 06/30/2022
     IVE5,486$754 06/30/2022
Summit Asset Management LLC5,417$745 06/30/2022
     IVE5,417$745 06/30/2022
Summit Financial LLC5,361$737 06/30/2022
     IVE5,361$737 06/30/2022
Integrated Investment Consultants LLC5,318$731 06/30/2022
     IVE5,318$731 06/30/2022
Chicago Capital LLC5,320$731 06/30/2022
     IVE5,320$731 06/30/2022
Monograph Wealth Advisors LLC5,312$730 06/30/2022
     IVE5,312$730 06/30/2022
Boenning & Scattergood Inc.5,297$728 06/30/2022
     IVE5,297$728 06/30/2022
Money Concepts Capital Corp5,183$722 06/30/2022
     IVE5,183$722 06/30/2022
Whitcomb & Hess Inc.5,241$720 06/30/2022
     IVE5,241$720 06/30/2022
Stock Yards Bank & Trust Co.5,236$719 06/30/2022
     IVE5,236$719 06/30/2022
SBK Financial Inc.5,221$718 06/30/2022
     IVE5,221$718 06/30/2022
FARMERS & MERCHANTS TRUST Co OF LONG BEACH5,200$715 06/30/2022
     IVE5,200$715 06/30/2022
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA5,190$713 06/30/2022
     IVE5,190$713 06/30/2022
Strategic Equity Management5,164$710 06/30/2022
     IVE5,164$710 06/30/2022
Boston Family Office LLC5,085$699 06/30/2022
     IVE5,085$699 06/30/2022
3D L Capital Management LLC5,060$696 06/30/2022
     IVE5,060$696 06/30/2022
Gryphon Financial Partners LLC5,012$689 06/30/2022
     IVE5,012$689 06/30/2022
Fiduciary Trust Co.4,985$685 06/30/2022
     IVE4,985$685 06/30/2022
Kovack Advisors Inc.4,947$680 06/30/2022
     IVE4,947$680 06/30/2022
Corient Capital Partners LLC4,900$674 06/30/2022
     IVE4,900$674 06/30/2022
Briggs Advisory Group Inc.4,892$672 06/30/2022
     IVE4,892$672 06/30/2022
Personal Resources Investment & Strategic Management Inc.4,868$669 06/30/2022
     IVE4,868$669 06/30/2022
Balasa Dinverno & Foltz LLC4,809$661 06/30/2022
     IVE4,809$661 06/30/2022
Metropolitan Life Insurance Co NY4,800$660 06/30/2022
     IVE4,800$660 06/30/2022
Segall Bryant & Hamill LLC4,775$656 06/30/2022
     IVE4,775$656 06/30/2022
MKT Advisors LLC4,728$654 06/30/2022
     IVE4,728$654 06/30/2022
Colton Groome Financial Advisors LLC4,740$652 06/30/2022
     IVE4,740$652 06/30/2022
Source Financial Advisors LLC4,742$652 06/30/2022
     IVE4,742$652 06/30/2022
GeoWealth Management LLC4,743$651 06/30/2022
     IVE4,743$651 06/30/2022
Signaturefd LLC4,713$648 06/30/2022
     IVE4,713$648 06/30/2022
Stokes Family Office LLC4,642$638 06/30/2022
     IVE4,642$638 06/30/2022
First Western Trust Bank4,614$637 06/30/2022
     IVE4,614$637 06/30/2022
Capital Advisors Inc. OK4,611$634 06/30/2022
     IVE4,611$634 06/30/2022
Murphy Middleton Hinkle & Parker Inc.4,917$632 09/30/2022
     IVE4,917$632 09/30/2022
Personal CFO Solutions LLC4,585$630 06/30/2022
     IVE4,585$630 06/30/2022
Glassman Wealth Services4,576$629 06/30/2022
     IVE4,576$629 06/30/2022
Lynch & Associates IN4,858$624 09/30/2022
     IVE4,858$624 09/30/2022
Venture Visionary Partners LLC4,522$622 06/30/2022
     IVE4,522$622 06/30/2022
Zeke Capital Advisors LLC4,511$620 06/30/2022
     IVE4,511$620 06/30/2022
One Wealth Advisors LLC4,501$619 06/30/2022
     IVE4,501$619 06/30/2022
Altium Wealth Management LLC4,487$617 06/30/2022
     IVE4,487$617 06/30/2022
Corbett Road Capital Management LLC4,481$616 06/30/2022
     IVE4,481$616 06/30/2022
Matrix Private Capital Group LLC4,464$614 06/30/2022
     IVE4,464$614 06/30/2022
Stratos Wealth Advisors LLC4,430$609 06/30/2022
     IVE4,430$609 06/30/2022
Whittier Trust Co. of Nevada Inc.4,423$608 06/30/2022
     IVE4,423$608 06/30/2022
King Wealth4,423$608 06/30/2022
     IVE4,423$608 06/30/2022
Concorde Asset Management LLC4,412$606 06/30/2022
     IVE4,412$606 06/30/2022
Aspiriant LLC4,399$604 06/30/2022
     IVE4,399$604 06/30/2022
Snowden Capital Advisors LLC4,387$603 06/30/2022
     IVE4,387$603 06/30/2022
Highland Private Wealth Management4,364$600 06/30/2022
     IVE4,364$600 06/30/2022
S&CO Inc.4,350$597 06/30/2022
     IVE4,350$597 06/30/2022
Charles Schwab Trust Co4,343$597 06/30/2022
     IVE4,343$597 06/30/2022
Wealthcare Advisory Partners LLC4,325$595 06/30/2022
     IVE4,325$595 06/30/2022
Strategic Family Wealth Counselors L.L.C.4,286$589 06/30/2022
     IVE4,286$589 06/30/2022
Capital Square LLC4,284$588 06/30/2022
     IVE4,284$588 06/30/2022
One Capital Management LLC4,251$583 06/30/2022
     IVE4,251$583 06/30/2022
Aaron Wealth Advisors4,192$576 06/30/2022
     IVE4,192$576 06/30/2022
Covington Capital Management4,185$575 06/30/2022
     IVE4,185$575 06/30/2022
MCF Advisors LLC4,158$572 06/30/2022
     IVE4,158$572 06/30/2022
Capital Planning Advisors LLC4,148$570 06/30/2022
     IVE4,148$570 06/30/2022
Catalyst Private Wealth LLC4,137$569 06/30/2022
     IVE4,137$569 06/30/2022
Clientfirst Wealth Management LLC4,066$559 06/30/2022
     IVE4,066$559 06/30/2022
Icapital Wealth LLC4,000$550 06/30/2022
     IVE4,000$550 06/30/2022
Novare Capital Management LLC3,970$546 06/30/2022
     IVE3,970$546 06/30/2022
Steel Peak Wealth Management LLC3,967$545 06/30/2022
     IVE3,967$545 06/30/2022
Insight Advisors LLC PA3,741$541 06/30/2022
     IVE3,741$541 06/30/2022
Thrive Wealth Management LLC3,929$540 06/30/2022
     IVE3,929$540 06/30/2022
Mayflower Financial Advisors LLC3,912$538 06/30/2022
     IVE3,912$538 06/30/2022
Johnson Financial Group Inc.3,907$537 06/30/2022
     IVE3,907$537 06/30/2022
Essex Savings Bank3,894$535 06/30/2022
     IVE3,894$535 06/30/2022
Brown Brothers Harriman & Co.3,888$534 06/30/2022
     IVE3,888$534 06/30/2022
Arkadios Wealth Advisors3,885$534 06/30/2022
     IVE3,885$534 06/30/2022
ARGI Investment Services LLC3,875$533 06/30/2022
     IVE3,875$533 06/30/2022
NTV Asset Management LLC3,825$526 06/30/2022
     IVE3,825$526 06/30/2022
Axiom Financial Strategies LLC3,791$521 06/30/2022
     IVE3,791$521 06/30/2022
Pinnacle Wealth Management LLC3,793$521 06/30/2022
     IVE3,793$521 06/30/2022
Mather Group LLC.3,748$515 06/30/2022
     IVE3,748$515 06/30/2022
Blackston Financial Advisory Group LLC3,691$514 06/30/2022
     IVE3,691$514 06/30/2022
Corepath Wealth Partners LLC3,722$506 06/30/2022
     IVE3,722$506 06/30/2022
Anderson Hoagland & Co.3,567$497 06/30/2022
     IVE3,567$497 06/30/2022
Granger Management LLC3,603$495 06/30/2022
     IVE3,603$495 06/30/2022
Picton Mahoney Asset Management3,600$494 06/30/2022
     IVE3,600$494 06/30/2022
Linscomb & Williams Inc.3,588$493 06/30/2022
     IVE3,588$493 06/30/2022
Plancorp LLC3,590$493 06/30/2022
     IVE3,590$493 06/30/2022
ARQ Wealth Advisors LLC3,581$492 06/30/2022
     IVE3,581$492 06/30/2022
Laffer Tengler Investments3,566$490 06/30/2022
     IVE3,566$490 06/30/2022
Choate Investment Advisors3,550$488 06/30/2022
     IVE3,550$488 06/30/2022
C2C Wealth Management LLC3,466$488 06/30/2022
     IVE3,466$488 06/30/2022
Almanack Investment Partners LLC.3,533$486 06/30/2022
     IVE3,533$486 06/30/2022
Orion Portfolio Solutions LLC3,499$481 06/30/2022
     IVE3,499$481 06/30/2022
Baker Tilly Financial LLC3,490$480 06/30/2022
     IVE3,490$480 06/30/2022
Flagship Private Wealth LLC3,483$479 06/30/2022
     IVE3,483$479 06/30/2022
Wealth Advisors of Tampa Bay LLC3,472$477 06/30/2022
     IVE3,472$477 06/30/2022
Cardiff Park Advisors LLC3,454$475 06/30/2022
     IVE3,454$475 06/30/2022
First National Bank & Trust Co. of Newtown3,445$474 06/30/2022
     IVE3,445$474 06/30/2022
Dynamic Advisor Solutions LLC3,438$473 06/30/2022
     IVE3,438$473 06/30/2022
Stonegate Investment Group LLC3,444$473 06/30/2022
     IVE3,444$473 06/30/2022
Newman Dignan & Sheerar Inc.3,435$472 06/30/2022
     IVE3,435$472 06/30/2022
Kelman Lazarov Inc.3,405$468 06/30/2022
     IVE3,405$468 06/30/2022
TPG Financial Advisors LLC3,399$467 06/30/2022
     IVE3,399$467 06/30/2022
Private Capital Management LLC2,996$467 06/30/2022
     IVE2,996$467 06/30/2022
National Bank of Canada FI3,620$464 06/30/2022
     IVE3,620$464 06/30/2022
Cypress Capital Management LLC3,378$464 06/30/2022
     IVE3,378$464 06/30/2022
Bessemer Group Inc.3,364$463 06/30/2022
     IVE3,364$463 06/30/2022
BRYN MAWR TRUST Co3,351$461 06/30/2022
     IVE3,351$461 06/30/2022
CENTRAL TRUST Co3,315$456 06/30/2022
     IVE3,315$456 06/30/2022
Caxton Associates LP3,315$456 06/30/2022
     IVE3,315$456 06/30/2022
Abundance Wealth Counselors3,313$455 06/30/2022
     IVE3,313$455 06/30/2022
Pinnacle Financial Group LLC IL3,309$455 06/30/2022
     IVE3,309$455 06/30/2022
L & S Advisors Inc3,293$453 06/30/2022
     IVE3,293$453 06/30/2022
Bellwether Advisors LLC3,293$452 06/30/2022
     IVE3,293$452 06/30/2022
Capstone Wealth Management Group LLC3,281$451 06/30/2022
     IVE3,281$451 06/30/2022
Bluestein R H & Co.3,260$448 06/30/2022
     IVE3,260$448 06/30/2022
Rainey & Randall Investment Management Inc.3,261$448 06/30/2022
     IVE3,261$448 06/30/2022
Private Trust Co. NA3,231$444 06/30/2022
     IVE3,231$444 06/30/2022
Capital Investment Advisory Services LLC3,209$441 06/30/2022
     IVE3,209$441 06/30/2022
Banque Cantonale Vaudoise3,200$440 06/30/2022
     IVE3,200$440 06/30/2022
Jackson Grant Investment Advisers Inc.3,192$439 06/30/2022
     IVE3,192$439 06/30/2022
WNY Asset Management LLC3,194$439 06/30/2022
     IVE3,194$439 06/30/2022
Towerpoint Wealth LLC3,185$438 06/30/2022
     IVE3,185$438 06/30/2022
DBK Financial Counsel LLC3,399$437 09/30/2022
     IVE3,399$437 09/30/2022
Executive Wealth Management LLC3,185$437 06/30/2022
     IVE3,185$437 06/30/2022
Hoylecohen LLC3,180$437 06/30/2022
     IVE3,180$437 06/30/2022
SeaCrest Wealth Management LLC3,167$435 06/30/2022
     IVE3,167$435 06/30/2022
JFG Wealth Management LLC3,160$434 06/30/2022
     IVE3,160$434 06/30/2022
Cabot Wealth Management Inc.3,142$432 06/30/2022
     IVE3,142$432 06/30/2022
Blue Chip Partners Inc.3,136$431 06/30/2022
     IVE3,136$431 06/30/2022
Joel Isaacson & Co. LLC3,101$426 06/30/2022
     IVE3,101$426 06/30/2022
Heritage Financial Services LLC3,103$426 06/30/2022
     IVE3,103$426 06/30/2022
Claro Advisors LLC3,094$425 06/30/2022
     IVE3,094$425 06/30/2022
Boston Partners3,070$422 06/30/2022
     IVE3,070$422 06/30/2022
Parsons Capital Management Inc. RI3,064$421 06/30/2022
     IVE3,064$421 06/30/2022
Truepoint Inc.3,050$419 06/30/2022
     IVE3,050$419 06/30/2022
Carnegie Capital Asset Management LLC3,047$419 06/30/2022
     IVE3,047$419 06/30/2022
Wealth Quarterback LLC3,050$419 06/30/2022
     IVE3,050$419 06/30/2022
Ritter Daniher Financial Advisory LLC DE3,046$419 06/30/2022
     IVE3,046$419 06/30/2022
Bromfield Sneider Wealth Advisors3,222$414 09/30/2022
     IVE3,222$414 09/30/2022
Wealth Enhancement Advisory Services LLC2,947$410 06/30/2022
     IVE2,947$410 06/30/2022
Washington Trust Bank2,949$405 06/30/2022
     IVE2,949$405 06/30/2022
Oxler Private Wealth LLC2,943$405 06/30/2022
     IVE2,943$405 06/30/2022
Atlas Brown Inc.3,129$402 09/30/2022
     IVE3,129$402 09/30/2022
Summit X LLC2,913$402 06/30/2022
     IVE2,913$402 06/30/2022
Trustcore Financial Services LLC2,900$399 06/30/2022
     IVE2,900$399 06/30/2022
FSM Wealth Advisors LLC2,732$396 06/30/2022
     IVE2,732$396 06/30/2022
4J Wealth Management LLC2,875$395 06/30/2022
     IVE2,875$395 06/30/2022
Quent Capital LLC2,868$394 06/30/2022
     IVE2,868$394 06/30/2022
Shulman DeMeo Asset Management LLC2,859$393 06/30/2022
     IVE2,859$393 06/30/2022
Larson Financial Group LLC2,838$390 06/30/2022
     IVE2,838$390 06/30/2022
Blossom Wealth Management2,828$389 06/30/2022
     IVE2,828$389 06/30/2022
Regentatlantic Capital LLC2,821$388 06/30/2022
     IVE2,821$388 06/30/2022
2,735$388 06/30/2022
     IVE2,735$388 06/30/2022
Wipfli Financial Advisors LLC2,821$388 06/30/2022
     IVE2,821$388 06/30/2022
Round Table Services LLC2,812$387 06/30/2022
     IVE2,812$387 06/30/2022
Connectus Wealth LLC2,811$386 06/30/2022
     IVE2,811$386 06/30/2022
Trust Co. of Virginia VA2,800$385 06/30/2022
     IVE2,800$385 06/30/2022
Stockman Wealth Management Inc.2,800$385 06/30/2022
     IVE2,800$385 06/30/2022
Neuberger Berman Group LLC2,798$385 06/30/2022
     IVE2,798$385 06/30/2022
Perigon Wealth Management LLC2,791$384 06/30/2022
     IVE2,791$384 06/30/2022
Arcus Capital Partners LLC2,792$384 06/30/2022
     IVE2,792$384 06/30/2022
Obsidian Personal Planning Solutions LLC2,784$383 06/30/2022
     IVE2,784$383 06/30/2022
Veracity Capital LLC2,767$380 06/30/2022
     IVE2,767$380 06/30/2022
American Investment Services Inc.2,746$377 06/30/2022
     IVE2,746$377 06/30/2022
Interactive Financial Advisors2,691$373 06/30/2022
     IVE2,691$373 06/30/2022
Gradient Capital Advisors LLC2,713$373 06/30/2022
     IVE2,713$373 06/30/2022
Old Port Advisors2,708$373 06/30/2022
     IVE2,708$373 06/30/2022
Wintrust Investments LLC2,707$372 06/30/2022
     IVE2,707$372 06/30/2022
Personal Capital Advisors Corp2,706$372 06/30/2022
     IVE2,706$372 06/30/2022
Spinnaker Trust2,690$370 06/30/2022
     IVE2,690$370 06/30/2022
Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,690$370 06/30/2022
     IVE2,690$370 06/30/2022
Parkside Financial Bank & Trust2,671$367 06/30/2022
     IVE2,671$367 06/30/2022
Liberty Wealth Management LLC2,671$367 06/30/2022
     IVE2,671$367 06/30/2022
Truadvice LLC2,538$367 06/30/2022
     IVE2,538$367 06/30/2022
Perennial Investment Advisors LLC2,659$365 06/30/2022
     IVE2,659$365 06/30/2022
Haverford Trust Co.2,643$363 06/30/2022
     IVE2,643$363 06/30/2022
Sandy Spring Bank2,644$363 06/30/2022
     IVE2,644$363 06/30/2022
Western Pacific Wealth Management LP2,647$363 06/30/2022
     IVE2,647$363 06/30/2022
Eaton Vance Management2,623$361 06/30/2022
     IVE2,623$361 06/30/2022
Hutchinson Capital Management CA2,623$361 06/30/2022
     IVE2,623$361 06/30/2022
Financial Partners Group Inc2,625$361 06/30/2022
     IVE2,625$361 06/30/2022
17 Capital Partners LLC2,614$359 06/30/2022
     IVE2,614$359 06/30/2022
Smith Chas P & Associates PA Cpas2,603$358 06/30/2022
     IVE2,603$358 06/30/2022
First Interstate Bank2,602$358 06/30/2022
     IVE2,602$358 06/30/2022
Welch & Forbes LLC2,600$357 06/30/2022
     IVE2,600$357 06/30/2022
Mathes Company Inc.2,600$357 06/30/2022
     IVE2,600$357 06/30/2022
CWS Financial Advisors LLC2,588$356 06/30/2022
     IVE2,588$356 06/30/2022
Intersect Capital LLC2,553$351 06/30/2022
     IVE2,553$351 06/30/2022
Zhang Financial LLC2,543$350 06/30/2022
     IVE2,543$350 06/30/2022
Investment Research & Advisory Group Inc.2,545$350 06/30/2022
     IVE2,545$350 06/30/2022
JMG Financial Group Ltd.2,522$347 06/30/2022
     IVE2,522$347 06/30/2022
Stone Point Wealth LLC2,511$346 06/30/2022
     IVE2,511$346 06/30/2022
Keebeck Wealth Management LLC2,499$344 06/30/2022
     IVE2,499$344 06/30/2022
First National Bank of South Miami2,473$340 06/30/2022
     IVE2,473$340 06/30/2022
Centaurus Financial Inc.2,451$337 06/30/2022
     IVE2,451$337 06/30/2022
Mount Yale Investment Advisors LLC2,434$335 06/30/2022
     IVE2,434$335 06/30/2022
Element Pointe Advisors LLC2,440$335 06/30/2022
     IVE2,440$335 06/30/2022
Oarsman Capital Inc.2,417$332 06/30/2022
     IVE2,417$332 06/30/2022
Ellevest Inc.2,415$332 06/30/2022
     IVE2,415$332 06/30/2022
Okabena Investment Services Inc.2,400$330 06/30/2022
     IVE2,400$330 06/30/2022
Retirement Group LLC2,401$330 06/30/2022
     IVE2,401$330 06/30/2022
Baldwin Brothers Inc. MA2,381$327 06/30/2022
     IVE2,381$327 06/30/2022
Visionary Wealth Advisors2,380$327 06/30/2022
     IVE2,380$327 06/30/2022
Chesapeake Wealth Management2,370$326 06/30/2022
     IVE2,370$326 06/30/2022
Harel Insurance Investments & Financial Services Ltd.2,391$323 06/30/2022
     IVE2,391$323 06/30/2022
Warren Averett Asset Management LLC2,341$322 06/30/2022
     IVE2,341$322 06/30/2022
Summit Financial Wealth Advisors LLC2,271$322 06/30/2022
     IVE2,271$322 06/30/2022
Brinker Capital Investments LLC2,336$321 06/30/2022
     IVE2,336$321 06/30/2022
Institute for Wealth Management LLC.2,314$318 06/30/2022
     IVE2,314$318 06/30/2022
One Charles Private Wealth Services LLC2,317$317 06/30/2022
     IVE2,317$317 06/30/2022
Klingman & Associates LLC2,289$315 06/30/2022
     IVE2,289$315 06/30/2022
Pathstone Family Office LLC2,277$313 06/30/2022
     IVE2,277$313 06/30/2022
Peterson Wealth Advisors LLC2,266$312 06/30/2022
     IVE2,266$312 06/30/2022
DAVENPORT & Co LLC2,266$311 06/30/2022
     IVE2,266$311 06/30/2022
Harvest Investment Services LLC2,230$306 06/30/2022
     IVE2,230$306 06/30/2022
Turim 21 Investimentos Ltda.2,227$306 06/30/2022
     IVE2,227$306 06/30/2022
Colorado Capital Management Inc.2,225$306 06/30/2022
     IVE2,225$306 06/30/2022
Tradition Wealth Management LLC2,224$306 06/30/2022
     IVE2,224$306 06/30/2022
Tradewinds LLC.2,207$303 06/30/2022
     IVE2,207$303 06/30/2022
Beaumont Financial Partners LLC2,196$302 06/30/2022
     IVE2,196$302 06/30/2022
Silverhawk Asset Management LLC2,196$302 06/30/2022
     IVE2,196$302 06/30/2022
Altfest L J & Co. Inc.2,192$301 06/30/2022
     IVE2,192$301 06/30/2022
Boston Financial Mangement LLC2,169$298 06/30/2022
     IVE2,169$298 06/30/2022
Patten Group Inc.2,136$298 06/30/2022
     IVE2,136$298 06/30/2022
Twin Focus Capital Partners LLC2,156$296 06/30/2022
     IVE2,156$296 06/30/2022
Darwin Advisors LLC2,055$296 06/30/2022
     IVE2,055$296 06/30/2022
Vaughan David Investments LLC IL2,108$290 06/30/2022
     IVE2,108$290 06/30/2022
Samalin Investment Counsel LLC2,103$289 06/30/2022
     IVE2,103$289 06/30/2022
Sabal Trust CO2,092$288 06/30/2022
     IVE2,092$288 06/30/2022
Navis Wealth Advisors LLC2,098$288 06/30/2022
     IVE2,098$288 06/30/2022
GDS Wealth Management2,094$288 06/30/2022
     IVE2,094$288 06/30/2022
Key Financial Inc2,056$286 06/30/2022
     IVE2,056$286 06/30/2022
Center For Asset Management LLC2,080$286 06/30/2022
     IVE2,080$286 06/30/2022
KCM Investment Advisors LLC2,074$285 06/30/2022
     IVE2,074$285 06/30/2022
Leelyn Smith LLC2,066$284 06/30/2022
     IVE2,066$284 06/30/2022
Cottonwood Capital Advisors LLC2,065$284 06/30/2022
     IVE2,065$284 06/30/2022
Courage Miller Partners LLC2,049$282 06/30/2022
     IVE2,049$282 06/30/2022
Oak Asset Management LLC2,049$282 06/30/2022
     IVE2,049$282 06/30/2022
Cornell Pochily Investment Advisors Inc.2,055$282 06/30/2022
     IVE2,055$282 06/30/2022
Rollins Financial2,041$281 06/30/2022
     IVE2,041$281 06/30/2022
Diversified Trust Co2,034$280 06/30/2022
     IVE2,034$280 06/30/2022
Regatta Capital Group LLC2,034$280 06/30/2022
     IVE2,034$280 06/30/2022
Williams Jones Wealth Management LLC.2,025$278 06/30/2022
     IVE2,025$278 06/30/2022
Baldwin Investment Management LLC2,000$275 06/30/2022
     IVE2,000$275 06/30/2022
Henrickson Nauta Wealth Advisors Inc.1,999$275 06/30/2022
     IVE1,999$275 06/30/2022
Paradigm Strategies in Wealth Management LLC1,982$272 06/30/2022
     IVE1,982$272 06/30/2022
Capital Investment Advisors LLC2,112$271 09/30/2022
     IVE2,112$271 09/30/2022
Curtis Advisory Group LLC1,964$270 06/30/2022
     IVE1,964$270 06/30/2022
Dowling & Yahnke LLC1,960$269 06/30/2022
     IVE1,960$269 06/30/2022
Kestra Private Wealth Services LLC1,959$269 06/30/2022
     IVE1,959$269 06/30/2022
Moloney Securities Asset Management LLC1,959$269 06/30/2022
     IVE1,959$269 06/30/2022
Prime Capital Investment Advisors LLC1,960$269 06/30/2022
     IVE1,960$269 06/30/2022
Aurum Wealth Management Group LLC1,953$268 06/30/2022
     IVE1,953$268 06/30/2022
Kingsview Wealth Management LLC1,946$268 06/30/2022
     IVE1,946$268 06/30/2022
Wealth Management Solutions LLC1,945$267 06/30/2022
     IVE1,945$267 06/30/2022
Monolith Advisors1,935$266 06/30/2022
     IVE1,935$266 06/30/2022
Perfromance Wealth Partners LLC1,935$266 06/30/2022
     IVE1,935$266 06/30/2022
Lcnb Corp1,913$263 06/30/2022
     IVE1,913$263 06/30/2022
Arete Wealth Advisors LLC1,914$263 06/30/2022
     IVE1,914$263 06/30/2022
Onyx Bridge Wealth Group LLC1,868$263 06/30/2022
     IVE1,868$263 06/30/2022
Progressive Investment Management Corp1,900$261 06/30/2022
     IVE1,900$261 06/30/2022
Ancora Advisors LLC1,893$260 06/30/2022
     IVE1,893$260 06/30/2022
MONECO Advisors LLC1,893$260 06/30/2022
     IVE1,893$260 06/30/2022
Edge Capital Group LLC1,889$260 06/30/2022
     IVE1,889$260 06/30/2022
U.S. Capital Wealth Advisors LLC1,890$260 06/30/2022
     IVE1,890$260 06/30/2022
Galvin Gaustad & Stein LLC1,882$259 06/30/2022
     IVE1,882$259 06/30/2022
UMA Financial Services Inc.1,906$258 09/30/2022
     IVE1,906$258 09/30/2022
Country Trust Bank1,877$258 06/30/2022
     IVE1,877$258 06/30/2022
Tsfg LLC1,847$254 06/30/2022
     IVE1,847$254 06/30/2022
Guyasuta Investment Advisors Inc.1,842$253 06/30/2022
     IVE1,842$253 06/30/2022
First Foundation Advisors1,796$247 06/30/2022
     IVE1,796$247 06/30/2022
Reynders McVeigh Capital Management LLC1,797$247 06/30/2022
     IVE1,797$247 06/30/2022
Vestmark Advisory Solutions Inc.1,774$244 06/30/2022
     IVE1,774$244 06/30/2022
Revolve Wealth Partners LLC1,765$243 06/30/2022
     IVE1,765$243 06/30/2022
Howland Capital Management LLC1,764$242 06/30/2022
     IVE1,764$242 06/30/2022
Putnam Investments LLC1,752$241 06/30/2022
     IVE1,752$241 06/30/2022
LGL Partners LLC1,756$241 06/30/2022
     IVE1,756$241 06/30/2022
Acorn Wealth Advisors LLC1,750$241 06/30/2022
     IVE1,750$241 06/30/2022
1,744$240 06/30/2022
     IVE1,744$240 06/30/2022
Bangor Savings Bank1,719$236 06/30/2022
     IVE1,719$236 06/30/2022
Tyler Stone Wealth Management1,713$236 06/30/2022
     IVE1,713$236 06/30/2022
Murphy Capital Management Inc.1,700$233 06/30/2022
     IVE1,700$233 06/30/2022
Wealth Alliance1,695$233 06/30/2022
     IVE1,695$233 06/30/2022
Lion Street Advisors LLC1,532$233 06/30/2022
     IVE1,532$233 06/30/2022
Weaver Consulting Group1,809$232 09/30/2022
     IVE1,809$232 09/30/2022
Cutler Group LP $231 06/30/2022
     IVE2,080$285 06/30/2022
     Put4,000$54 06/30/2022
     Call1,100$0 06/30/2022
Redhawk Wealth Advisors Inc.1,684$231 06/30/2022
     IVE1,684$231 06/30/2022
Column Capital Advisors LLC1,667$229 06/30/2022
     IVE1,667$229 06/30/2022
Greenhouse Wealth Management LLC1,664$229 06/30/2022
     IVE1,664$229 06/30/2022
Wimmer Associates 1 LLC1,650$227 06/30/2022
     IVE1,650$227 06/30/2022
Ahrens Investment Partners LLC1,648$227 06/30/2022
     IVE1,648$227 06/30/2022
Wealthquest Corp1,651$226 06/30/2022
     IVE1,651$226 06/30/2022
M Holdings Securities Inc.1,637$225 06/30/2022
     IVE1,637$225 06/30/2022
Greenspring Advisors LLC1,633$225 06/30/2022
     IVE1,633$225 06/30/2022
Laidlaw Wealth Management LLC1,624$223 06/30/2022
     IVE1,624$223 06/30/2022
Davis R M Inc.1,613$222 06/30/2022
     IVE1,613$222 06/30/2022
Texas Yale Capital Corp.1,600$220 06/30/2022
     IVE1,600$220 06/30/2022
Appleton Partners Inc. MA1,584$218 06/30/2022
     IVE1,584$218 06/30/2022
Cadence Bank NA1,576$217 06/30/2022
     IVE1,576$217 06/30/2022
Founders Financial Alliance LLC1,577$217 06/30/2022
     IVE1,577$217 06/30/2022
Wilbanks Smith & Thomas Asset Management LLC1,573$216 06/30/2022
     IVE1,573$216 06/30/2022
1,564$215 06/30/2022
     IVE1,564$215 06/30/2022
Kerntke Otto McGlone Wealth Management Group1,563$215 06/30/2022
     IVE1,563$215 06/30/2022
Parsec Financial Management Inc.1,553$214 06/30/2022
     IVE1,553$214 06/30/2022
Cypress Wealth Services LLC1,521$209 06/30/2022
     IVE1,521$209 06/30/2022
Cambiar Investors LLC1,516$208 06/30/2022
     IVE1,516$208 06/30/2022
Flagship Harbor Advisors LLC1,514$208 06/30/2022
     IVE1,514$208 06/30/2022
ICA Group Wealth Management LLC1,395$208 06/30/2022
     IVE1,395$208 06/30/2022
Merit Financial Group LLC1,505$207 06/30/2022
     IVE1,505$207 06/30/2022
Monetary Management Group Inc.1,500$206 06/30/2022
     IVE1,500$206 06/30/2022
Woodmont Investment Counsel LLC1,501$206 06/30/2022
     IVE1,501$206 06/30/2022
Transcend Wealth Collective LLC1,498$206 06/30/2022
     IVE1,498$206 06/30/2022
High Net Worth Advisory Group LLC1,500$206 06/30/2022
     IVE1,500$206 06/30/2022
KRS Capital Management LLC1,495$205 06/30/2022
     IVE1,495$205 06/30/2022
Fort Pitt Capital Group LLC1,484$204 06/30/2022
     IVE1,484$204 06/30/2022
ONE Advisory Partners LLC1,484$204 06/30/2022
     IVE1,484$204 06/30/2022
Sentinel Trust Co. LBA1,474$203 06/30/2022
     IVE1,474$203 06/30/2022
Cribstone Capital Management LLC1,474$203 06/30/2022
     IVE1,474$203 06/30/2022
First Citizens Financial Corp1,469$202 06/30/2022
     IVE1,469$202 06/30/2022
Pittenger & Anderson Inc.1,459$201 06/30/2022
     IVE1,459$201 06/30/2022
RMB Capital Management LLC1,455$200 06/30/2022
     IVE1,455$200 06/30/2022
City Holding Co.1,425$196 06/30/2022
     IVE1,425$196 06/30/2022
Hills Bank & Trust Co1,386$191 06/30/2022
     IVE1,386$191 06/30/2022
ACG Wealth1,362$187 06/30/2022
     IVE1,362$187 06/30/2022
West Branch Capital LLC1,355$186 06/30/2022
     IVE1,355$186 06/30/2022
JTC Employer Solutions Trusteee Ltd1,353$186 06/30/2022
     IVE1,353$186 06/30/2022
Covenant Partners LLC1,316$181 06/30/2022
     IVE1,316$181 06/30/2022
Baystate Wealth Management LLC1,312$180 06/30/2022
     IVE1,312$180 06/30/2022
Heritage Wealth Management LLC1,309$180 06/30/2022
     IVE1,309$180 06/30/2022
Sugarloaf Wealth Management LLC1,271$175 06/30/2022
     IVE1,271$175 06/30/2022
Creative Financial Designs Inc. ADV1,264$174 06/30/2022
     IVE1,264$174 06/30/2022
Hazlett Burt & Watson Inc.1,255$171 06/30/2022
     IVE1,255$171 06/30/2022
Hallmark Capital Management Inc.1,241$171 06/30/2022
     IVE1,241$171 06/30/2022
HM Payson & Co.1,191$164 06/30/2022
     IVE1,191$164 06/30/2022
TCTC Holdings LLC1,175$161 06/30/2022
     IVE1,175$161 06/30/2022
Lazard Asset Management LLC1,150$158 06/30/2022
     IVE1,150$158 06/30/2022
Migdal Insurance & Financial Holdings Ltd.1,140$157 06/30/2022
     IVE1,140$157 06/30/2022
Trust Co. of Vermont1,103$152 06/30/2022
     IVE1,103$152 06/30/2022
Founders Capital Management1,172$151 09/30/2022
     IVE1,172$151 09/30/2022
Ambassador Advisors LLC1,096$151 06/30/2022
     IVE1,096$151 06/30/2022
LeJeune Puetz Investment Counsel LLC1,075$147 06/30/2022
     IVE1,075$147 06/30/2022
Crewe Advisors LLC1,061$146 06/30/2022
     IVE1,061$146 06/30/2022
Manchester Capital Management LLC1,045$144 06/30/2022
     IVE1,045$144 06/30/2022
Carmichael Hill & Associates Inc.1,045$144 06/30/2022
     IVE1,045$144 06/30/2022
Bogart Wealth LLC1,022$141 06/30/2022
     IVE1,022$141 06/30/2022
American National Bank1,087$140 09/30/2022
     IVE1,087$140 09/30/2022
Ballast Advisors LLC1,014$139 06/30/2022
     IVE1,014$139 06/30/2022
Zullo Investment Group Inc.1,009$139 06/30/2022
     IVE1,009$139 06/30/2022
Mine & Arao Wealth Creation & Management LLC.985$135 06/30/2022
     IVE985$135 06/30/2022
Sargent Bickham Lagudis LLC974$134 06/30/2022
     IVE974$134 06/30/2022
Mechanics Financial Corp925$127 06/30/2022
     IVE925$127 06/30/2022
GW&K Investment Management LLC901$124 06/30/2022
     IVE901$124 06/30/2022
Goodwin Investment Advisory878$121 06/30/2022
     IVE878$121 06/30/2022
Provident Wealth Management LLC852$117 06/30/2022
     IVE852$117 06/30/2022
Private Capital Group LLC841$116 06/30/2022
     IVE841$116 06/30/2022
Rosenberg Matthew Hamilton763$106 06/30/2022
     IVE763$106 06/30/2022
Raleigh Capital Management Inc.753$104 06/30/2022
     IVE753$104 06/30/2022
Total Clarity Wealth Management Inc.742$102 06/30/2022
     IVE742$102 06/30/2022
New Millennium Group LLC744$102 06/30/2022
     IVE744$102 06/30/2022
Life Planning Partners Inc722$100 06/30/2022
     IVE722$100 06/30/2022
City State Bank676$93 06/30/2022
     IVE676$93 06/30/2022
Legacy Bridge LLC651$89 06/30/2022
     IVE651$89 06/30/2022
Mascoma Wealth Management LLC638$88 06/30/2022
     IVE638$88 06/30/2022
Tompkins Financial Corp619$85 06/30/2022
     IVE619$85 06/30/2022
Capital Asset Advisory Services LLC609$84 06/30/2022
     IVE609$84 06/30/2022
BerganKDV Wealth Management LLC604$83 06/30/2022
     IVE604$83 06/30/2022
Kistler Tiffany Companies LLC570$78 06/30/2022
     IVE570$78 06/30/2022
Worth Asset Management LLC599$77 09/30/2022
     IVE599$77 09/30/2022
Element Wealth LLC561$77 06/30/2022
     IVE561$77 06/30/2022
Blue Bell Private Wealth Management LLC553$76 06/30/2022
     IVE553$76 06/30/2022
Aptus Capital Advisors LLC549$75 06/30/2022
     IVE549$75 06/30/2022
Massmutual Trust Co. FSB ADV579$74 09/30/2022
     IVE579$74 09/30/2022
Knuff & Co LLC530$73 06/30/2022
     IVE530$73 06/30/2022
Evermay Wealth Management LLC518$71 06/30/2022
     IVE518$71 06/30/2022
Clearview Wealth Advisors LLC509$70 06/30/2022
     IVE509$70 06/30/2022
Plante Moran Financial Advisors LLC501$69 06/30/2022
     IVE501$69 06/30/2022
Allspring Global Investments Holdings LLC487$66 06/30/2022
     IVE487$66 06/30/2022
Optimum Investment Advisors450$62 06/30/2022
     IVE450$62 06/30/2022
Webster Bank N. A.437$60 06/30/2022
     IVE437$60 06/30/2022
Rise Advisors LLC428$59 06/30/2022
     IVE428$59 06/30/2022
Accel Wealth Management424$59 06/30/2022
     IVE424$59 06/30/2022
Addison Advisors LLC414$57 06/30/2022
     IVE414$57 06/30/2022
Activest Wealth Management414$57 06/30/2022
     IVE414$57 06/30/2022
RGT Wealth Advisors LLC405$56 06/30/2022
     IVE405$56 06/30/2022
Estate Counselors LLC395$54 06/30/2022
     IVE395$54 06/30/2022
Insight Inv LLC376$52 06/30/2022
     IVE376$52 06/30/2022
CoreFirst Bank & Trust355$49 06/30/2022
     IVE355$49 06/30/2022
AlphaCore Capital LLC343$47 06/30/2022
     IVE343$47 06/30/2022
Clear Perspectives Financial Planning LLC336$46 06/30/2022
     IVE336$46 06/30/2022
Concord Wealth Partners319$44 06/30/2022
     IVE319$44 06/30/2022
Mcmillion Capital Management Inc.315$43 06/30/2022
     IVE315$43 06/30/2022
Pin Oak Investment Advisors Inc.295$41 06/30/2022
     IVE295$41 06/30/2022
JJJ Advisors Inc.284$41 06/30/2022
     IVE284$41 06/30/2022
Rice Partnership LLC292$40 06/30/2022
     IVE292$40 06/30/2022
JNBA Financial Advisors287$39 06/30/2022
     IVE287$39 06/30/2022
Oak Harbor Wealth Partners LLC271$37 06/30/2022
     IVE271$37 06/30/2022
PrairieView Partners LLC262$36 06/30/2022
     IVE262$36 06/30/2022
Archer Investment Corp259$36 06/30/2022
     IVE259$36 06/30/2022
Lumature Wealth Partners LLC265$36 06/30/2022
     IVE265$36 06/30/2022
Assetmark Inc.258$35 06/30/2022
     IVE258$35 06/30/2022
WASHINGTON TRUST Co250$34 06/30/2022
     IVE250$34 06/30/2022
Ironwood Wealth Management LLC.243$33 06/30/2022
     IVE243$33 06/30/2022
Avion Wealth229$32 06/30/2022
     IVE229$32 06/30/2022
Atticus Wealth Management LLC232$32 06/30/2022
     IVE232$32 06/30/2022
TCI Wealth Advisors Inc.226$31 06/30/2022
     IVE226$31 06/30/2022
McIlrath & Eck LLC225$31 06/30/2022
     IVE225$31 06/30/2022
Kayne Anderson Rudnick Investment Management LLC215$30 06/30/2022
     IVE215$30 06/30/2022
Taddei Ludwig & Associates Inc.222$30 06/30/2022
     IVE222$30 06/30/2022
Focused Wealth Management Inc213$29 06/30/2022
     IVE213$29 06/30/2022
Joseph P. Lucia & Associates LLC210$29 06/30/2022
     IVE210$29 06/30/2022
Independence Bank of Kentucky212$27 09/30/2022
     IVE212$27 09/30/2022
Duncker Streett & Co. Inc.200$27 06/30/2022
     IVE200$27 06/30/2022
Sage Mountain Advisors LLC200$27 06/30/2022
     IVE200$27 06/30/2022
Strategic Asset Management LLC200$27 06/30/2022
     IVE200$27 06/30/2022
Macroview Investment Management LLC183$25 06/30/2022
     IVE183$25 06/30/2022
Lehman & Derafelo Financial Resources LLC183$25 06/30/2022
     IVE183$25 06/30/2022
Syverson Strege & Co175$24 06/30/2022
     IVE175$24 06/30/2022
O Shaughnessy Asset Management LLC165$23 06/30/2022
     IVE165$23 06/30/2022
Oakworth Capital Inc.168$23 06/30/2022
     IVE168$23 06/30/2022
CVA Family Office LLC167$23 06/30/2022
     IVE167$23 06/30/2022
Tilia Fiduciary Partners Inc.145$20 06/30/2022
     IVE145$20 06/30/2022
Lowe Wealth Advisors LLC145$19 09/30/2022
     IVE145$19 09/30/2022
Valley National Advisers Inc.125$17 06/30/2022
     IVE125$17 06/30/2022
Versant Capital Management Inc123$17 06/30/2022
     IVE123$17 06/30/2022
Beacon Capital Management LLC120$16 09/30/2022
     IVE120$16 09/30/2022
Coston McIsaac & Partners107$15 06/30/2022
     IVE107$15 06/30/2022
Fieldpoint Private Securities LLC102$14 06/30/2022
     IVE102$14 06/30/2022
Sound Income Strategies LLC102$14 06/30/2022
     IVE102$14 06/30/2022
RE Dickinson Investment Advisors LLC101$14 06/30/2022
     IVE101$14 06/30/2022
WFA of San Diego LLC100$14 06/30/2022
     IVE100$14 06/30/2022
Covestor Ltd99$14 06/30/2022
     IVE99$14 06/30/2022
Hartford Financial Management Inc.94$13 06/30/2022
     IVE94$13 06/30/2022
Balentine LLC95$13 06/30/2022
     IVE95$13 06/30/2022
Private Ocean LLC100$13 06/30/2022
     IVE100$13 06/30/2022
LFA Lugano Financial Advisors SA100$13 06/30/2022
     IVE100$13 06/30/2022
Benjamin Edwards Inc.91$12 06/30/2022
     IVE91$12 06/30/2022
Hudock Inc.88$12 06/30/2022
     IVE88$12 06/30/2022
Meeder Asset Management Inc.83$11 06/30/2022
     IVE83$11 06/30/2022
Gradient Investments LLC77$11 06/30/2022
     IVE77$11 06/30/2022
First Command Bank79$11 06/30/2022
     IVE79$11 06/30/2022
First Command Financial Services Inc.79$11 06/30/2022
     IVE79$11 06/30/2022
Armor Investment Advisors LLC80$11 06/30/2022
     IVE80$11 06/30/2022
HHM Wealth Advisors LLC79$11 06/30/2022
     IVE79$11 06/30/2022
Capital Advisory Group Advisory Services LLC79$11 06/30/2022
     IVE79$11 06/30/2022
Studio Investment Management LLC78$11 06/30/2022
     IVE78$11 06/30/2022
Toth Financial Advisory Corp71$10 06/30/2022
     IVE71$10 06/30/2022
USA Financial Portformulas Corp76$10 06/30/2022
     IVE76$10 06/30/2022
Front Row Advisors LLC70$10 06/30/2022
     IVE70$10 06/30/2022
Peachtree Investment Partners LLC71$10 06/30/2022
     IVE71$10 06/30/2022
CarsonAllaria Wealth Management Ltd.65$9 06/30/2022
     IVE65$9 06/30/2022
Field & Main Bank61$8 06/30/2022
     IVE61$8 06/30/2022
FinTrust Capital Advisors LLC60$8 06/30/2022
     IVE60$8 06/30/2022
GPS Wealth Strategies Group LLC58$8 06/30/2022
     IVE58$8 06/30/2022
EverSource Wealth Advisors LLC41$6 06/30/2022
     IVE41$6 06/30/2022
O Dell Group LLC31$4 06/30/2022
     IVE31$4 06/30/2022
Horan Securities Inc.23$3 06/30/2022
     IVE23$3 06/30/2022
Ten Capital Wealth Advisors LLC24$3 06/30/2022
     IVE24$3 06/30/2022
Iron Horse Wealth Management LLC20$3 06/30/2022
     IVE20$3 06/30/2022
Islay Capital Management LLC14$2 06/30/2022
     IVE14$2 06/30/2022
Artemis Wealth Advisors LLC8$1 06/30/2022
     IVE8$1 06/30/2022
Credit Agricole S A30$0 06/30/2022
     IVE30$0 06/30/2022
Old North State Trust LLC2$0 06/30/2022
     IVE2$0 06/30/2022

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

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