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 1118 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.17,273,800$2,784,364 06/30/2023
     IVE17,273,800$2,784,364 06/30/2023
Morgan Stanley11,348,041$1,829,191 06/30/2023
     IVE11,348,041$1,829,191 06/30/2023
Wells Fargo & Company MN8,089,686$1,303,976 06/30/2023
     IVE8,089,686$1,303,976 06/30/2023
Bank of America Corp DE7,013,493$1,130,505 06/30/2023
     IVE7,013,493$1,130,505 06/30/2023
Envestnet Asset Management Inc.4,042,800$651,659 06/30/2023
     IVE4,042,800$651,659 06/30/2023
UBS Group AG3,647,039$587,866 06/30/2023
     IVE3,647,039$587,866 06/30/2023
Goldman Sachs Group Inc.3,052,978$492,110 06/30/2023
     IVE3,052,978$492,110 06/30/2023
Ameriprise Financial Inc.2,674,898$431,429 06/30/2023
     IVE2,674,898$431,429 06/30/2023
Stifel Financial Corp2,141,590$345,203 06/30/2023
     IVE2,141,590$345,203 06/30/2023
LPL Financial LLC1,917,019$309,004 06/30/2023
     IVE1,917,019$309,004 06/30/2023
The PNC Financial Services Group Inc.1,426,272$229,901 06/30/2023
     IVE1,426,272$229,901 06/30/2023
US Bancorp DE1,324,304$213,465 06/30/2023
     IVE1,324,304$213,465 06/30/2023
Royal Bank of Canada1,150,552$185,457 06/30/2023
     IVE1,150,552$185,457 06/30/2023
M&T Bank Corp1,130,507$182,229 06/30/2023
     IVE1,130,507$182,229 06/30/2023
Mariner LLC1,075,801$173,400 06/30/2023
     IVE1,075,801$173,400 06/30/2023
Advisor Group Holdings Inc.1,036,834$167,178 06/30/2023
     IVE1,036,834$167,178 06/30/2023
Huntington National Bank955,633$154,039 06/30/2023
     IVE955,633$154,039 06/30/2023
FMR LLC906,586$146,133 06/30/2023
     IVE906,586$146,133 06/30/2023
Lido Advisors LLC792,047$127,670 06/30/2023
     IVE792,047$127,670 06/30/2023
Commonwealth Equity Services LLC777,856$125,383 06/30/2023
     IVE777,856$125,383 06/30/2023
Raymond James Financial Services Advisors Inc.766,034$123,477 06/30/2023
     IVE766,034$123,477 06/30/2023
Raymond James & Associates749,865$120,871 06/30/2023
     IVE749,865$120,871 06/30/2023
Cliftonlarsonallen Wealth Advisors LLC662,419$106,775 06/30/2023
     IVE662,419$106,775 06/30/2023
MAI Capital Management625,465$100,819 06/30/2023
     IVE625,465$100,819 06/30/2023
McKinley Carter Wealth Services Inc.592,861$95,563 06/30/2023
     IVE592,861$95,563 06/30/2023
CWM LLC562,211$90,623 06/30/2023
     IVE562,211$90,623 06/30/2023
HighTower Advisors LLC510,468$82,276 06/30/2023
     IVE510,468$82,276 06/30/2023
Betterment LLC484,980$78,174 06/30/2023
     IVE484,980$78,174 06/30/2023
Miracle Mile Advisors LLC483,312$77,905 06/30/2023
     IVE483,312$77,905 06/30/2023
LVZ Advisors Inc.477,605$76,985 06/30/2023
     IVE477,605$76,985 06/30/2023
The Manufacturers Life Insurance Company 460,838$74,282 06/30/2023
     IVE460,838$74,282 06/30/2023
Strategic Wealth Partners Group LLC447,361$72,110 06/30/2023
     IVE447,361$72,110 06/30/2023
First Republic Investment Management Inc.408,800$65,894 06/30/2023
     IVE408,800$65,894 06/30/2023
Home Federal Bank of Tennessee408,051$65,774 06/30/2023
     IVE408,051$65,774 06/30/2023
Valmark Advisers Inc.371,578$59,895 06/30/2023
     IVE371,578$59,895 06/30/2023
Equitable Holdings Inc.356,585$57,478 06/30/2023
     IVE356,585$57,478 06/30/2023
Fifth Third Bancorp347,516$56,016 06/30/2023
     IVE347,516$56,016 06/30/2023
Cetera Advisors LLC345,186$55,640 06/30/2023
     IVE345,186$55,640 06/30/2023
Rehmann Capital Advisory Group338,557$54,572 06/30/2023
     IVE338,557$54,572 06/30/2023
First Hawaiian Bank334,643$53,941 06/30/2023
     IVE334,643$53,941 06/30/2023
Smith Anglin Financial LLC330,625$53,293 06/30/2023
     IVE330,625$53,293 06/30/2023
Barclays PLC330,026$53,197 06/30/2023
     IVE330,026$53,197 06/30/2023
Baird Financial Group Inc.328,003$52,871 06/30/2023
     IVE328,003$52,871 06/30/2023
Financial Engines Advisors L.L.C.324,555$52,315 06/30/2023
     IVE324,555$52,315 06/30/2023
Amarillo National Bank316,307$50,986 06/30/2023
     IVE316,307$50,986 06/30/2023
Bank of Montreal Can313,570$50,632 06/30/2023
     IVE313,570$50,632 06/30/2023
Salomon & Ludwin LLC313,555$50,542 06/30/2023
     IVE313,555$50,542 06/30/2023
Kestra Advisory Services LLC309,828$49,941 06/30/2023
     IVE309,828$49,941 06/30/2023
Courier Capital LLC308,284$49,692 06/30/2023
     IVE308,284$49,692 06/30/2023
Phillips Financial Management LLC298,484$48,113 06/30/2023
     IVE298,484$48,113 06/30/2023
Strategic Point Investment Advisors LLC297,546$47,961 06/30/2023
     IVE297,546$47,961 06/30/2023
Probity Advisors Inc.290,916$46,893 06/30/2023
     IVE290,916$46,893 06/30/2023
Halpern Financial Inc.282,503$45,537 06/30/2023
     IVE282,503$45,537 06/30/2023
Northwestern Mutual Wealth Management Co.278,433$44,881 06/30/2023
     IVE278,433$44,881 06/30/2023
Koss Olinger Consulting LLC272,153$43,868 06/30/2023
     IVE272,153$43,868 06/30/2023
Frank Rimerman Advisors LLC269,955$43,514 06/30/2023
     IVE269,955$43,514 06/30/2023
Polaris Wealth Advisory Group LLC268,491$43,278 06/30/2023
     IVE268,491$43,278 06/30/2023
Keybank National Association OH260,339$41,964 06/30/2023
     IVE260,339$41,964 06/30/2023
Praetorian Wealth Management Inc.258,073$41,599 06/30/2023
     IVE258,073$41,599 06/30/2023
Cambridge Investment Research Advisors Inc.255,353$41,160 06/30/2023
     IVE255,353$41,160 06/30/2023
Lpwm LLC250,804$40,500 06/30/2023
     IVE250,804$40,500 06/30/2023
Northern Oak Wealth Management Inc.240,498$38,766 06/30/2023
     IVE240,498$38,766 06/30/2023
Relative Value Partners Group LLC235,187$37,910 06/30/2023
     IVE235,187$37,910 06/30/2023
Berkshire Money Management Inc.234,529$37,804 06/30/2023
     IVE234,529$37,804 06/30/2023
Varma Mutual Pension Insurance Co230,850$37,211 06/30/2023
     IVE230,850$37,211 06/30/2023
Moneta Group Investment Advisors LLC219,128$35,321 06/30/2023
     IVE219,128$35,321 06/30/2023
Rockefeller Capital Management L.P.216,197$34,849 06/30/2023
     IVE216,197$34,849 06/30/2023
Truist Financial Corp202,360$32,618 06/30/2023
     IVE202,360$32,618 06/30/2023
United Capital Financial Advisers LLC201,255$32,440 06/30/2023
     IVE201,255$32,440 06/30/2023
Regions Financial Corp197,452$31,827 06/30/2023
     IVE197,452$31,827 06/30/2023
Warwick Investment Management Inc.178,250$28,732 06/30/2023
     IVE178,250$28,732 06/30/2023
Quantitative Strategies Inc.178,216$28,727 06/30/2023
     IVE178,216$28,727 06/30/2023
Financial Life Advisors177,239$28,569 06/30/2023
     IVE177,239$28,569 06/30/2023
Baker Avenue Asset Management LP176,979$28,527 06/30/2023
     IVE176,979$28,527 06/30/2023
Greenleaf Trust175,915$28,356 06/30/2023
     IVE175,915$28,356 06/30/2023
Cetera Investment Advisers171,808$27,694 06/30/2023
     IVE171,808$27,694 06/30/2023
North Star Investment Management Corp.171,682$27,673 06/30/2023
     IVE171,682$27,673 06/30/2023
Ameritas Investment Partners Inc.169,453$27,314 06/30/2023
     IVE169,453$27,314 06/30/2023
Cetera Advisor Networks LLC168,575$27,173 06/30/2023
     IVE168,575$27,173 06/30/2023
Evoke Wealth LLC167,873$27,059 06/30/2023
     IVE167,873$27,059 06/30/2023
BNP Paribas Arbitrage SA166,195$26,789 06/30/2023
     IVE166,195$26,789 06/30/2023
Smith Moore & CO.163,244$26,313 06/30/2023
     IVE163,244$26,313 06/30/2023
Janney Montgomery Scott LLC158,336$25,522 06/30/2023
     IVE158,336$25,522 06/30/2023
Transform Wealth LLC157,305$25,356 06/30/2023
     IVE157,305$25,356 06/30/2023
Private Advisor Group LLC150,336$24,403 06/30/2023
     IVE150,336$24,403 06/30/2023
Condor Capital Management151,115$24,358 06/30/2023
     IVE151,115$24,358 06/30/2023
Per Stirling Capital Management LLC.149,995$24,178 06/30/2023
     IVE149,995$24,178 06/30/2023
Spire Wealth Management148,843$23,992 06/30/2023
     IVE148,843$23,992 06/30/2023
Captrust Financial Advisors145,343$23,428 06/30/2023
     IVE145,343$23,428 06/30/2023
Encompass Wealth Advisors LLC141,101$22,744 06/30/2023
     IVE141,101$22,744 06/30/2023
Jones Financial Companies Lllp140,720$22,683 06/30/2023
     IVE140,720$22,683 06/30/2023
Powell Investment Advisors LLC136,661$22,028 06/30/2023
     IVE136,661$22,028 06/30/2023
Droms Strauss Advisors Inc. MO ADV135,737$21,886 06/30/2023
     IVE135,737$21,886 06/30/2023
BOK Financial Private Wealth Inc.132,762$21,400 06/30/2023
     IVE132,762$21,400 06/30/2023
CX Institutional131,315$21,167 06/30/2023
     IVE131,315$21,167 06/30/2023
MMA Asset Management LLC128,755$20,754 06/30/2023
     IVE128,755$20,754 06/30/2023
Avantax Advisory Services Inc.128,489$20,711 06/30/2023
     IVE128,489$20,711 06/30/2023
DDFG Inc128,173$20,660 06/30/2023
     IVE128,173$20,660 06/30/2023
CHURCHILL MANAGEMENT Corp127,341$20,526 06/30/2023
     IVE127,341$20,526 06/30/2023
Texas Capital Bank Wealth Management Services Inc.126,132$20,331 06/30/2023
     IVE126,132$20,331 06/30/2023
Lutz Financial Services LLC125,802$20,278 06/30/2023
     IVE125,802$20,278 06/30/2023
Sierra Capital LLC $20,157 06/30/2023
     ETF1,140,637$11,807 06/30/2023
     IVE51,804$8,350 06/30/2023
Veritable L.P.121,051$19,512 06/30/2023
     IVE121,051$19,512 06/30/2023
Greenup Street Wealth Management LLC120,494$19,422 06/30/2023
     IVE120,494$19,422 06/30/2023
MV Capital Management Inc.118,612$19,119 06/30/2023
     IVE118,612$19,119 06/30/2023
Robertson Stephens Wealth Management LLC118,236$19,058 06/30/2023
     IVE118,236$19,058 06/30/2023
Quest Investment Management LLC118,032$19,026 06/30/2023
     IVE118,032$19,026 06/30/2023
Kwmg LLC115,719$18,653 06/30/2023
     IVE115,719$18,653 06/30/2023
Alesco Advisors LLC114,481$18,453 06/30/2023
     IVE114,481$18,453 06/30/2023
Creative Planning109,871$17,710 06/30/2023
     IVE109,871$17,710 06/30/2023
GHP Investment Advisors Inc.107,778$17,595 06/30/2023
     IVE107,778$17,595 06/30/2023
Foundation Wealth Management LLC108,677$17,517 06/30/2023
     IVE108,677$17,517 06/30/2023
Thrivent Financial for Lutherans108,870$17,483 06/30/2023
     IVE108,870$17,483 06/30/2023
Wade G W & Inc.108,301$17,457 06/30/2023
     IVE108,301$17,457 06/30/2023
Allworth Financial LP108,177$17,437 06/30/2023
     IVE108,177$17,437 06/30/2023
Sigma Planning Corp107,811$17,378 06/30/2023
     IVE107,811$17,378 06/30/2023
Cahill Financial Advisors Inc.107,714$17,362 06/30/2023
     IVE107,714$17,362 06/30/2023
JFS Wealth Advisors LLC106,729$17,204 06/30/2023
     IVE106,729$17,204 06/30/2023
Ironwood Financial llc105,336$16,979 06/30/2023
     IVE105,336$16,979 06/30/2023
Northern Trust Corp104,992$16,924 06/30/2023
     IVE104,992$16,924 06/30/2023
Colony Group LLC104,823$16,896 06/30/2023
     IVE104,823$16,896 06/30/2023
MML Investors Services LLC101,427$16,349 06/30/2023
     IVE101,427$16,349 06/30/2023
Peapack Gladstone Financial Corp100,662$16,225 06/30/2023
     IVE100,662$16,225 06/30/2023
Clearstead Advisors LLC100,307$16,169 06/30/2023
     IVE100,307$16,169 06/30/2023
FineMark National Bank & Trust99,929$16,108 06/30/2023
     IVE99,929$16,108 06/30/2023
Banco Santander S.A.99,663$16,065 06/30/2023
     IVE99,663$16,065 06/30/2023
SMI Advisory Services LLC110,545$16,037 03/31/2023
     IVE110,545$16,037 03/31/2023
Citigroup Inc.99,148$15,982 06/30/2023
     IVE99,148$15,982 06/30/2023
BOKF NA95,247$15,353 06/30/2023
     IVE95,247$15,353 06/30/2023
Avitas Wealth Management LLC94,778$15,277 06/30/2023
     IVE94,778$15,277 06/30/2023
UMB Bank N A MO93,329$15,044 06/30/2023
     IVE93,329$15,044 06/30/2023
Mercer Global Advisors Inc. ADV93,125$15,011 06/30/2023
     IVE93,125$15,011 06/30/2023
Susquehanna International Group LLP $14,749 06/30/2023
     Call91,500$14,749 06/30/2023
Johnson Midwest Financial LLC91,447$14,740 06/30/2023
     IVE91,447$14,740 06/30/2023
Traynor Capital Management Inc.91,334$14,722 06/30/2023
     IVE91,334$14,722 06/30/2023
Pinkerton Retirement Specialists LLC90,311$14,557 06/30/2023
     IVE90,311$14,557 06/30/2023
Gladstone Institutional Advisory LLC89,758$14,468 06/30/2023
     IVE89,758$14,468 06/30/2023
Savant Capital LLC88,931$14,335 06/30/2023
     IVE88,931$14,335 06/30/2023
First Merchants Corp88,683$14,295 06/30/2023
     IVE88,683$14,295 06/30/2023
Narwhal Capital Management87,830$14,157 06/30/2023
     IVE87,830$14,157 06/30/2023
RTD Financial Advisors Inc.86,966$14,018 06/30/2023
     IVE86,966$14,018 06/30/2023
BDO Wealth Advisors LLC85,129$13,722 06/30/2023
     IVE85,129$13,722 06/30/2023
Matthew Goff Investment Advisor LLC84,503$13,611 06/30/2023
     IVE84,503$13,611 06/30/2023
American International Group Inc.83,372$13,439 06/30/2023
     IVE83,372$13,439 06/30/2023
Platte River Wealth Advisors LLC82,385$13,280 06/30/2023
     IVE82,385$13,280 06/30/2023
Occidental Asset Management LLC81,720$13,173 06/30/2023
     IVE81,720$13,173 06/30/2023
Cullen Frost Bankers Inc.81,405$13,122 06/30/2023
     IVE81,405$13,122 06/30/2023
AE Wealth Management LLC79,975$12,891 06/30/2023
     IVE79,975$12,891 06/30/2023
Efficient Advisors LLC79,843$12,870 06/30/2023
     IVE79,843$12,870 06/30/2023
WealthPLAN Partners LLC79,335$12,788 06/30/2023
     IVE79,335$12,788 06/30/2023
Alera Investment Advisors LLC78,387$12,635 06/30/2023
     IVE78,387$12,635 06/30/2023
LWS Wealth Advisors Inc.78,135$12,595 06/30/2023
     IVE78,135$12,595 06/30/2023
Prosperity Planning Inc.77,741$12,531 06/30/2023
     IVE77,741$12,531 06/30/2023
Callan Family Office LLC77,283$12,457 06/30/2023
     IVE77,283$12,457 06/30/2023
Modera Wealth Management LLC76,573$12,343 06/30/2023
     IVE76,573$12,343 06/30/2023
Catalyst Financial Partners LLC74,793$12,056 06/30/2023
     IVE74,793$12,056 06/30/2023
ETF Portfolio Partners Inc.74,037$11,934 06/30/2023
     IVE74,037$11,934 06/30/2023
Financial Advocates Investment Management73,720$11,883 06/30/2023
     IVE73,720$11,883 06/30/2023
Ironwood Wealth Management Inc.73,429$11,740 06/30/2023
     IVE73,429$11,740 06/30/2023
Peninsula Wealth LLC72,430$11,675 06/30/2023
     IVE72,430$11,675 06/30/2023
Trustmark National Bank Trust Department72,250$11,646 06/30/2023
     IVE72,250$11,646 06/30/2023
Global Retirement Partners LLC71,428$11,513 06/30/2023
     IVE71,428$11,513 06/30/2023
SRS Capital Advisors Inc.71,148$11,468 06/30/2023
     IVE71,148$11,468 06/30/2023
Beacon Pointe Advisors LLC69,909$11,269 06/30/2023
     IVE69,909$11,269 06/30/2023
Wetherby Asset Management Inc.68,684$11,071 06/30/2023
     IVE68,684$11,071 06/30/2023
Atria Wealth Solutions Inc.68,294$11,008 06/30/2023
     IVE68,294$11,008 06/30/2023
Comerica Securities Inc.68,033$10,966 06/30/2023
     IVE68,033$10,966 06/30/2023
Resources Investment Advisors LLC.66,772$10,763 06/30/2023
     IVE66,772$10,763 06/30/2023
J.W. Cole Advisors Inc.66,636$10,741 06/30/2023
     IVE66,636$10,741 06/30/2023
Citizens Financial Group Inc RI66,164$10,665 06/30/2023
     IVE66,164$10,665 06/30/2023
Guardian Wealth Advisors LLC66,145$10,662 06/30/2023
     IVE66,145$10,662 06/30/2023
Bank of Stockton65,698$10,590 06/30/2023
     IVE65,698$10,590 06/30/2023
Pictet & Cie Europe SA65,290$10,524 06/30/2023
     IVE65,290$10,524 06/30/2023
Cerity Partners LLC65,019$10,480 06/30/2023
     IVE65,019$10,480 06/30/2023
Sterling Investment Advisors LLC ADV63,365$10,214 06/30/2023
     IVE63,365$10,214 06/30/2023
Park Avenue Securities LLC62,244$10,033 06/30/2023
     IVE62,244$10,033 06/30/2023
Sepio Capital LP62,076$10,006 06/30/2023
     IVE62,076$10,006 06/30/2023
SJA Financial Advisory LLC60,188$9,702 06/30/2023
     IVE60,188$9,702 06/30/2023
First Heartland Consultants Inc.60,115$9,690 06/30/2023
     IVE60,115$9,690 06/30/2023
Bank of New York Mellon Corp58,891$9,493 06/30/2023
     IVE58,891$9,493 06/30/2023
Acropolis Investment Management LLC57,660$9,294 06/30/2023
     IVE57,660$9,294 06/30/2023
Instrumental Wealth LLC56,117$9,176 06/30/2023
     IVE56,117$9,176 06/30/2023
JSF Financial LLC56,449$9,099 06/30/2023
     IVE56,449$9,099 06/30/2023
Clear Creek Financial Management LLC56,436$9,097 06/30/2023
     IVE56,436$9,097 06/30/2023
Cosner Financial Group LLC56,399$9,091 06/30/2023
     IVE56,399$9,091 06/30/2023
Front Barnett Associates LLC56,055$9,036 06/30/2023
     IVE56,055$9,036 06/30/2023
Lbmc Investment Advisors LLC55,473$8,942 06/30/2023
     IVE55,473$8,942 06/30/2023
Calamos Wealth Management LLC55,083$8,879 06/30/2023
     IVE55,083$8,879 06/30/2023
Polianta Ltd53,800$8,672 06/30/2023
     IVE53,800$8,672 06/30/2023
Pinnacle Financial Partners Inc.53,096$8,559 06/30/2023
     IVE53,096$8,559 06/30/2023
Asset Management Group Inc.53,076$8,555 06/30/2023
     IVE53,076$8,555 06/30/2023
Guidance Point Advisors LLC52,965$8,539 06/30/2023
     IVE52,965$8,539 06/30/2023
Camarda Financial Advisors LLC52,744$8,502 06/30/2023
     IVE52,744$8,502 06/30/2023
Citadel Advisors LLC $8,428 06/30/2023
     Call44,700$7,205 06/30/2023
     IVE16,188$2,609 06/30/2023
     Put8,600$1,386 06/30/2023
Bbjs Financial Advisors LLC52,147$8,406 06/30/2023
     IVE52,147$8,406 06/30/2023
Michelson Medical Research Foundation Inc.51,905$8,367 06/30/2023
     IVE51,905$8,367 06/30/2023
Amundi51,800$8,365 06/30/2023
     IVE51,800$8,365 06/30/2023
Buckingham Strategic Wealth LLC51,855$8,358 06/30/2023
     IVE51,855$8,358 06/30/2023
STA Wealth Management LLC51,747$8,341 06/30/2023
     IVE51,747$8,341 06/30/2023
Flow Traders U.S. LLC51,656$8,326 06/30/2023
     IVE51,656$8,326 06/30/2023
Stratos Wealth Partners LTD.51,419$8,288 06/30/2023
     IVE51,419$8,288 06/30/2023
Cresset Asset Management LLC51,323$8,273 06/30/2023
     IVE51,323$8,273 06/30/2023
Astoria Strategic Wealth Inc.50,817$8,191 06/30/2023
     IVE50,817$8,191 06/30/2023
Bartlett & Co. LLC50,365$8,118 06/30/2023
     IVE50,365$8,118 06/30/2023
Great Valley Advisor Group Inc.50,260$8,101 06/30/2023
     IVE50,260$8,101 06/30/2023
JNB Advisors LLC49,918$8,046 06/30/2023
     IVE49,918$8,046 06/30/2023
Punch & Associates Investment Management Inc.48,111$7,755 06/30/2023
     IVE48,111$7,755 06/30/2023
Signature Wealth Management Partners LLC47,811$7,707 06/30/2023
     IVE47,811$7,707 06/30/2023
Financial Advisory Service Inc.47,783$7,702 06/30/2023
     IVE47,783$7,702 06/30/2023
KFA Private Wealth Group LLC47,150$7,600 06/30/2023
     IVE47,150$7,600 06/30/2023
HB Wealth Management LLC47,151$7,600 06/30/2023
     IVE47,151$7,600 06/30/2023
Ieq Capital LLC47,134$7,597 06/30/2023
     IVE47,134$7,597 06/30/2023
National Asset Management Inc.46,765$7,538 06/30/2023
     IVE46,765$7,538 06/30/2023
United Asset Strategies Inc.46,726$7,532 06/30/2023
     IVE46,726$7,532 06/30/2023
Allianz Asset Management GmbH46,700$7,528 06/30/2023
     IVE46,700$7,528 06/30/2023
Western Wealth Management LLC46,649$7,519 06/30/2023
     IVE46,649$7,519 06/30/2023
Sei Investments Co.46,615$7,514 06/30/2023
     IVE46,615$7,514 06/30/2023
Imprint Wealth LLC74,799$7,480 06/30/2023
     IVE74,799$7,480 06/30/2023
Centerpoint Advisors LLC45,910$7,400 06/30/2023
     IVE45,910$7,400 06/30/2023
AdvisorNet Financial Inc45,834$7,388 06/30/2023
     IVE45,834$7,388 06/30/2023
Vicus Capital45,146$7,277 06/30/2023
     IVE45,146$7,277 06/30/2023
Squarepoint Ops LLC44,820$7,225 06/30/2023
     IVE44,820$7,225 06/30/2023
All Season Financial Advisors Inc.44,328$7,145 06/30/2023
     IVE44,328$7,145 06/30/2023
LMG Wealth Partners LLC44,199$7,124 06/30/2023
     IVE44,199$7,124 06/30/2023
Tower Research Capital LLC TRC 44,189$7,123 06/30/2023
     IVE44,189$7,123 06/30/2023
Parallel Advisors LLC42,833$6,904 06/30/2023
     IVE42,833$6,904 06/30/2023
Capital Analysts LLC42,482$6,848 06/30/2023
     IVE42,482$6,848 06/30/2023
Bradley Foster & Sargent Inc. CT42,358$6,828 06/30/2023
     IVE42,358$6,828 06/30/2023
Geneos Wealth Management Inc.42,101$6,786 06/30/2023
     IVE42,101$6,786 06/30/2023
Willis Johnson & Associates Inc.42,083$6,783 06/30/2023
     IVE42,083$6,783 06/30/2023
Second Half Financial Partners LLC41,692$6,720 06/30/2023
     IVE41,692$6,720 06/30/2023
Soundmark Wealth Management LLC41,614$6,708 06/30/2023
     IVE41,614$6,708 06/30/2023
Patriot Financial Group Insurance Agency LLC41,305$6,658 06/30/2023
     IVE41,305$6,658 06/30/2023
RKL Wealth Management LLC40,864$6,587 06/30/2023
     IVE40,864$6,587 06/30/2023
Exencial Wealth Advisors LLC40,830$6,581 06/30/2023
     IVE40,830$6,581 06/30/2023
Nvest Financial LLC40,095$6,463 06/30/2023
     IVE40,095$6,463 06/30/2023
Resolute Wealth Strategies LLC39,984$6,445 06/30/2023
     IVE39,984$6,445 06/30/2023
YHB Investment Advisors Inc.39,960$6,441 06/30/2023
     IVE39,960$6,441 06/30/2023
Brookstone Capital Management40,192$6,423 06/30/2023
     IVE40,192$6,423 06/30/2023
Sunbelt Securities Inc.39,297$6,334 06/30/2023
     IVE39,297$6,334 06/30/2023
Arlington Partners LLC38,910$6,272 06/30/2023
     IVE38,910$6,272 06/30/2023
Pacific Financial Group Inc.38,772$6,250 06/30/2023
     IVE38,772$6,250 06/30/2023
Pure Financial Advisors Inc.38,587$6,220 06/30/2023
     IVE38,587$6,220 06/30/2023
Financial Enhancement Group LLC37,693$6,197 06/30/2023
     IVE37,693$6,197 06/30/2023
Fifth Third Securities Inc.38,428$6,194 06/30/2023
     IVE38,428$6,194 06/30/2023
Watershed Private Wealth LLC38,163$6,152 06/30/2023
     IVE38,163$6,152 06/30/2023
BKD Wealth Advisors LLC37,918$6,112 06/30/2023
     IVE37,918$6,112 06/30/2023
GWM Advisors LLC37,351$6,021 06/30/2023
     IVE37,351$6,021 06/30/2023
EP Wealth Advisors LLC7,241$5,936 06/30/2023
     IVE7,241$5,936 06/30/2023
SG Americas Securities LLC36,272$5,847 06/30/2023
     IVE36,272$5,847 06/30/2023
Hancock Whitney Corp36,115$5,821 06/30/2023
     IVE36,115$5,821 06/30/2023
Rodgers & Associates LTD35,004$5,642 06/30/2023
     IVE35,004$5,642 06/30/2023
O Connor Financial Group LLC34,972$5,637 06/30/2023
     IVE34,972$5,637 06/30/2023
Soltis Investment Advisors LLC34,620$5,580 06/30/2023
     IVE34,620$5,580 06/30/2023
Pinnacle Family Advisors LLC34,294$5,528 06/30/2023
     IVE34,294$5,528 06/30/2023
Blue Edge Capital LLC34,167$5,507 06/30/2023
     IVE34,167$5,507 06/30/2023
Csenge Advisory Group34,057$5,490 06/30/2023
     IVE34,057$5,490 06/30/2023
Spotlight Asset Group Inc.33,831$5,453 06/30/2023
     IVE33,831$5,453 06/30/2023
Tortoise Investment Management LLC33,805$5,449 06/30/2023
     IVE33,805$5,449 06/30/2023
Beacon Financial Group34,031$5,431 06/30/2023
     IVE34,031$5,431 06/30/2023
Nicolet Bankshares Inc.33,016$5,322 06/30/2023
     IVE33,016$5,322 06/30/2023
Charter Oak Capital Management LLC32,724$5,275 06/30/2023
     IVE32,724$5,275 06/30/2023
Associated Banc Corp32,684$5,268 06/30/2023
     IVE32,684$5,268 06/30/2023
Millennium Management LLC32,211$5,192 06/30/2023
     IVE32,211$5,192 06/30/2023
Advisory Services Network LLC32,088$5,172 06/30/2023
     IVE32,088$5,172 06/30/2023
Synovus Financial Corp31,716$5,113 06/30/2023
     IVE31,716$5,113 06/30/2023
Blair William & Co. IL31,400$5,061 06/30/2023
     IVE31,400$5,061 06/30/2023
Atria Investments LLC30,187$4,866 06/30/2023
     IVE30,187$4,866 06/30/2023
Franklin Resources Inc.29,578$4,768 06/30/2023
     IVE29,578$4,768 06/30/2023
Brown Advisory Inc.29,538$4,761 06/30/2023
     IVE29,538$4,761 06/30/2023
Pathway Financial Advisors LLC29,524$4,759 06/30/2023
     IVE29,524$4,759 06/30/2023
Wesbanco Bank Inc.29,354$4,731 06/30/2023
     IVE29,354$4,731 06/30/2023
Wealth Alliance29,274$4,719 06/30/2023
     IVE29,274$4,719 06/30/2023
SCS Capital Management LLC29,014$4,677 06/30/2023
     IVE29,014$4,677 06/30/2023
Renaissance Technologies LLC28,900$4,658 06/30/2023
     IVE28,900$4,658 06/30/2023
Stone Asset Management Inc.30,025$4,557 03/31/2023
     IVE30,025$4,557 03/31/2023
Level Four Advisory Services LLC28,264$4,556 06/30/2023
     IVE28,264$4,556 06/30/2023
Capital Advisors Ltd. LLC28,254$4,554 06/30/2023
     IVE28,254$4,554 06/30/2023
Park Place Capital Corp27,783$4,478 06/30/2023
     IVE27,783$4,478 06/30/2023
Hilltop Wealth Advisors LLC27,644$4,456 06/30/2023
     IVE27,644$4,456 06/30/2023
Hudson Capital Management LLC27,268$4,395 06/30/2023
     IVE27,268$4,395 06/30/2023
Sontag Advisory LLC27,215$4,387 06/30/2023
     IVE27,215$4,387 06/30/2023
Alliancebernstein L.P.27,174$4,380 06/30/2023
     IVE27,174$4,380 06/30/2023
Itau Unibanco Holding S.A.27,000$4,352 06/30/2023
     IVE27,000$4,352 06/30/2023
First Commonwealth Financial Corp PA 26,516$4,274 06/30/2023
     IVE26,516$4,274 06/30/2023
Partners Capital Investment Group LLP26,514$4,274 06/30/2023
     IVE26,514$4,274 06/30/2023
First Trust Advisors LP25,987$4,189 06/30/2023
     IVE25,987$4,189 06/30/2023
Belpointe Asset Management LLC25,832$4,164 06/30/2023
     IVE25,832$4,164 06/30/2023
Prudential Financial Inc.25,516$4,113 06/30/2023
     IVE25,516$4,113 06/30/2023
Harbour Investments Inc.25,309$4,080 06/30/2023
     IVE25,309$4,080 06/30/2023
Chicago Partners Investment Group LLC24,760$4,071 06/30/2023
     IVE24,760$4,071 06/30/2023
Cranbrook Wealth Management LLC25,060$4,039 06/30/2023
     IVE25,060$4,039 06/30/2023
Sterling Financial Planning Inc.24,726$3,986 06/30/2023
     IVE24,726$3,986 06/30/2023
Investment Partners LTD.24,270$3,912 06/30/2023
     IVE24,270$3,912 06/30/2023
Nottingham Advisors Inc.24,269$3,912 06/30/2023
     IVE24,269$3,912 06/30/2023
Integrated Wealth Concepts LLC24,245$3,908 06/30/2023
     IVE24,245$3,908 06/30/2023
Truadvice LLC23,799$3,887 06/30/2023
     IVE23,799$3,887 06/30/2023
Evercore Wealth Management LLC24,050$3,877 06/30/2023
     IVE24,050$3,877 06/30/2023
Simplex Trading LLC23,595$3,803 06/30/2023
     IVE23,595$3,803 06/30/2023
Pinnacle Bank23,571$3,799 06/30/2023
     IVE23,571$3,799 06/30/2023
CI Private Wealth LLC23,499$3,788 06/30/2023
     IVE23,499$3,788 06/30/2023
Smithfield Trust Co.23,350$3,769 06/30/2023
     IVE23,350$3,769 06/30/2023
CIBC Private Wealth Group LLC23,276$3,752 06/30/2023
     IVE23,276$3,752 06/30/2023
Clarus Wealth Advisors23,370$3,735 06/30/2023
     IVE23,370$3,735 06/30/2023
First Horizon Advisors Inc.23,126$3,728 06/30/2023
     IVE23,126$3,728 06/30/2023
BFT Financial Group LLC23,108$3,725 06/30/2023
     IVE23,108$3,725 06/30/2023
Renasant Bank22,809$3,677 06/30/2023
     IVE22,809$3,677 06/30/2023
Wescott Financial Advisory Group LLC22,657$3,652 06/30/2023
     IVE22,657$3,652 06/30/2023
Stonegate Investment Group LLC22,398$3,610 06/30/2023
     IVE22,398$3,610 06/30/2023
Apollon Wealth Management LLC22,339$3,601 06/30/2023
     IVE22,339$3,601 06/30/2023
Harbor Investment Advisory LLC22,230$3,583 06/30/2023
     IVE22,230$3,583 06/30/2023
Summit Investment Advisory Services LLC21,843$3,521 06/30/2023
     IVE21,843$3,521 06/30/2023
Graves Light Private Wealth Management Inc.21,721$3,501 06/30/2023
     IVE21,721$3,501 06/30/2023
Trail Ridge Investment Advisors LLC21,637$3,488 06/30/2023
     IVE21,637$3,488 06/30/2023
Acas LLC21,589$3,480 06/30/2023
     IVE21,589$3,480 06/30/2023
Delta Investment Management LLC21,477$3,462 06/30/2023
     IVE21,477$3,462 06/30/2023
Hirtle Callaghan & Co LLC21,433$3,455 06/30/2023
     IVE21,433$3,455 06/30/2023
Family Asset Management LLC21,413$3,452 06/30/2023
     IVE21,413$3,452 06/30/2023
Marshall Wace LLP21,409$3,451 06/30/2023
     IVE21,409$3,451 06/30/2023
West Coast Financial LLC21,232$3,422 06/30/2023
     IVE21,232$3,422 06/30/2023
Mutual Advisors LLC21,140$3,408 06/30/2023
     IVE21,140$3,408 06/30/2023
Dorsey Wright & Associates21,128$3,406 06/30/2023
     IVE21,128$3,406 06/30/2023
Prospera Financial Services Inc21,126$3,406 06/30/2023
     IVE21,126$3,406 06/30/2023
Dorsey & Whitney Trust CO LLC20,768$3,348 06/30/2023
     IVE20,768$3,348 06/30/2023
Stordahl Capital Management Inc.20,763$3,347 06/30/2023
     IVE20,763$3,347 06/30/2023
EWG Elevate Inc.20,710$3,338 06/30/2023
     IVE20,710$3,338 06/30/2023
Truepoint Inc.20,610$3,322 06/30/2023
     IVE20,610$3,322 06/30/2023
Texas Capital Bancshares Inc. TX20,598$3,320 06/30/2023
     IVE20,598$3,320 06/30/2023
W Advisors LLC20,598$3,320 06/30/2023
     IVE20,598$3,320 06/30/2023
Jackson Hole Capital Partners LLC20,418$3,289 06/30/2023
     IVE20,418$3,289 06/30/2023
Edgar Lomax Co. VA20,363$3,282 06/30/2023
     IVE20,363$3,282 06/30/2023
Stegner Investment Associates Inc.20,263$3,266 06/30/2023
     IVE20,263$3,266 06/30/2023
Quadrant Private Wealth Management LLC20,100$3,240 06/30/2023
     IVE20,100$3,240 06/30/2023
Dohj LLC19,482$3,140 06/30/2023
     IVE19,482$3,140 06/30/2023
Peoples Bank OH19,323$3,115 06/30/2023
     IVE19,323$3,115 06/30/2023
GenWealth Group Inc.19,225$3,099 06/30/2023
     IVE19,225$3,099 06/30/2023
Sax Wealth Advisors LLC19,157$3,088 06/30/2023
     IVE19,157$3,088 06/30/2023
Morris Financial Concepts Inc.19,128$3,083 06/30/2023
     IVE19,128$3,083 06/30/2023
BTC Capital Management Inc.19,037$3,069 06/30/2023
     IVE19,037$3,069 06/30/2023
Market Street Wealth Management Advisors LLC18,914$3,049 06/30/2023
     IVE18,914$3,049 06/30/2023
Zurich Insurance Group Ltd FI18,553$3,040 06/30/2023
     IVE18,553$3,040 06/30/2023
Barber Financial Group Inc.19,686$2,988 03/31/2023
     IVE19,686$2,988 03/31/2023
Wealth Advisory Solutions LLC18,312$2,952 06/30/2023
     IVE18,312$2,952 06/30/2023
IFP Advisors Inc18,142$2,924 06/30/2023
     IVE18,142$2,924 06/30/2023
D.A. Davidson & CO.18,082$2,915 06/30/2023
     IVE18,082$2,915 06/30/2023
Telos Capital Management Inc.17,894$2,884 06/30/2023
     IVE17,894$2,884 06/30/2023
Natixis Advisors L.P.17,841$2,876 06/30/2023
     IVE17,841$2,876 06/30/2023
AFG Fiduciary Services Limited Partnership17,537$2,872 06/30/2023
     IVE17,537$2,872 06/30/2023
Valeo Financial Advisors LLC17,748$2,861 06/30/2023
     IVE17,748$2,861 06/30/2023
Nations Financial Group Inc. IA ADV17,650$2,845 06/30/2023
     IVE17,650$2,845 06/30/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC17,498$2,821 06/30/2023
     IVE17,498$2,821 06/30/2023
Edmonds Duncan Registered Investment Advisors LLC17,442$2,811 06/30/2023
     IVE17,442$2,811 06/30/2023
TIAA FSB17,312$2,791 06/30/2023
     IVE17,312$2,791 06/30/2023
Brave Asset Management Inc.17,197$2,772 06/30/2023
     IVE17,197$2,772 06/30/2023
Hsbc Holdings PLC17,095$2,756 06/30/2023
     IVE17,095$2,756 06/30/2023
Schechter Investment Advisors LLC16,995$2,739 06/30/2023
     IVE16,995$2,739 06/30/2023
Tobias Financial Advisors Inc.16,895$2,723 06/30/2023
     IVE16,895$2,723 06/30/2023
Steward Partners Investment Advisory LLC16,790$2,706 06/30/2023
     IVE16,790$2,706 06/30/2023
Simon Quick Advisors LLC16,471$2,655 06/30/2023
     IVE16,471$2,655 06/30/2023
SOL Capital Management CO16,445$2,651 06/30/2023
     IVE16,445$2,651 06/30/2023
Signature Securities Group Corporation16,306$2,628 06/30/2023
     IVE16,306$2,628 06/30/2023
Stony Point Wealth Management Inc.16,256$2,620 06/30/2023
     IVE16,256$2,620 06/30/2023
Centaurus Financial Inc.16,121$2,599 06/30/2023
     IVE16,121$2,599 06/30/2023
Ascent Wealth Partners LLC16,058$2,588 06/30/2023
     IVE16,058$2,588 06/30/2023
Sonoma Private Wealth LLC16,041$2,586 06/30/2023
     IVE16,041$2,586 06/30/2023
Conning Inc.16,001$2,579 06/30/2023
     IVE16,001$2,579 06/30/2023
Summit Financial Wealth Advisors LLC15,883$2,560 06/30/2023
     IVE15,883$2,560 06/30/2023
Objective Capital Management LLC15,769$2,542 06/30/2023
     IVE15,769$2,542 06/30/2023
Ellis Investment Partners LLC15,752$2,539 06/30/2023
     IVE15,752$2,539 06/30/2023
Benchmark Investment Advisors LLC15,720$2,534 06/30/2023
     IVE15,720$2,534 06/30/2023
Wsfs Capital Management LLC15,585$2,512 06/30/2023
     IVE15,585$2,512 06/30/2023
BancorpSouth Bank15,550$2,507 06/30/2023
     IVE15,550$2,507 06/30/2023
Oxford Financial Group Ltd.15,453$2,491 06/30/2023
     IVE15,453$2,491 06/30/2023
Retirement Income Solutions Inc15,403$2,483 06/30/2023
     IVE15,403$2,483 06/30/2023
Wedbush Securities Inc.15,175$2,446 06/30/2023
     IVE15,175$2,446 06/30/2023
Proequities Inc.15,145$2,441 06/30/2023
     IVE15,145$2,441 06/30/2023
Kestra Private Wealth Services LLC15,115$2,436 06/30/2023
     IVE15,115$2,436 06/30/2023
WBH Advisory Inc.15,033$2,423 06/30/2023
     IVE15,033$2,423 06/30/2023
Principal Financial Group Inc.14,831$2,391 06/30/2023
     IVE14,831$2,391 06/30/2023
Bank of Hawaii14,745$2,377 06/30/2023
     IVE14,745$2,377 06/30/2023
Money Concepts Capital Corp14,682$2,367 06/30/2023
     IVE14,682$2,367 06/30/2023
First Citizens Bank & Trust Co.14,557$2,346 06/30/2023
     IVE14,557$2,346 06/30/2023
Garde Capital Inc.14,362$2,315 06/30/2023
     IVE14,362$2,315 06/30/2023
Belvedere Trading LLC $2,305 06/30/2023
     Call14,300$2,305 06/30/2023
AJ Wealth Strategies LLC14,198$2,289 06/30/2023
     IVE14,198$2,289 06/30/2023
Falcon Wealth Planning14,095$2,272 06/30/2023
     IVE14,095$2,272 06/30/2023
ERTS Wealth Advisors LLC13,890$2,239 06/30/2023
     IVE13,890$2,239 06/30/2023
Sonata Capital Group Inc.13,848$2,232 06/30/2023
     IVE13,848$2,232 06/30/2023
Bailard Inc.13,831$2,229 06/30/2023
     IVE13,831$2,229 06/30/2023
Gryphon Financial Partners LLC13,807$2,226 06/30/2023
     IVE13,807$2,226 06/30/2023
Tolleson Wealth Management Inc.13,742$2,215 06/30/2023
     IVE13,742$2,215 06/30/2023
Royal Fund Management LLC13,606$2,193 06/30/2023
     IVE13,606$2,193 06/30/2023
WealthBridge Capital Management LLC13,486$2,174 06/30/2023
     IVE13,486$2,174 06/30/2023
Wealthsource Partners LLC13,385$2,158 06/30/2023
     IVE13,385$2,158 06/30/2023
Gables Capital Management Inc.13,330$2,149 06/30/2023
     IVE13,330$2,149 06/30/2023
Lee Financial Co13,270$2,139 06/30/2023
     IVE13,270$2,139 06/30/2023
Sigma Investment Counselors Inc.13,249$2,136 06/30/2023
     IVE13,249$2,136 06/30/2023
Honkamp Krueger Financial Services Inc.13,139$2,118 06/30/2023
     IVE13,139$2,118 06/30/2023
Magnus Financial Group LLC13,107$2,113 06/30/2023
     IVE13,107$2,113 06/30/2023
Strategies Wealth Advisors LLC13,027$2,100 06/30/2023
     IVE13,027$2,100 06/30/2023
Bessemer Group Inc.12,954$2,089 06/30/2023
     IVE12,954$2,089 06/30/2023
Total Wealth Planning LLC12,960$2,089 06/30/2023
     IVE12,960$2,089 06/30/2023
Castle Wealth Management LLC12,749$2,055 06/30/2023
     IVE12,749$2,055 06/30/2023
Sequoia Financial Advisors LLC12,699$2,047 06/30/2023
     IVE12,699$2,047 06/30/2023
Alhambra Investment Partners LLC12,651$2,039 06/30/2023
     IVE12,651$2,039 06/30/2023
Total Investment Management Inc.12,519$2,018 06/30/2023
     IVE12,519$2,018 06/30/2023
Southern Capital Advisors LLC12,464$2,009 06/30/2023
     IVE12,464$2,009 06/30/2023
KMG Fiduciary Partners LLC12,252$1,975 06/30/2023
     IVE12,252$1,975 06/30/2023
Nwam LLC12,070$1,946 06/30/2023
     IVE12,070$1,946 06/30/2023
Stephens Inc. AR12,040$1,941 06/30/2023
     IVE12,040$1,941 06/30/2023
Cahaba Wealth Management Inc.12,018$1,937 06/30/2023
     IVE12,018$1,937 06/30/2023
Frontier Asset Management LLC12,001$1,934 06/30/2023
     IVE12,001$1,934 06/30/2023
Regal Wealth Group Inc.12,013$1,920 06/30/2023
     IVE12,013$1,920 06/30/2023
EPG Wealth Management LLC11,893$1,917 06/30/2023
     IVE11,893$1,917 06/30/2023
Lincoln National Corp11,879$1,915 06/30/2023
     IVE11,879$1,915 06/30/2023
Raymond James Trust N.A.11,834$1,908 06/30/2023
     IVE11,834$1,908 06/30/2023
Great Point Wealth Advisors LLC11,837$1,908 06/30/2023
     IVE11,837$1,908 06/30/2023
Wellspring Financial Advisors LLC11,834$1,908 06/30/2023
     IVE11,834$1,908 06/30/2023
Brighton Jones LLC11,806$1,903 06/30/2023
     IVE11,806$1,903 06/30/2023
Sterling Investment Counsel LLC11,724$1,890 06/30/2023
     IVE11,724$1,890 06/30/2023
Wealth Dimensions Group Ltd.11,679$1,883 06/30/2023
     IVE11,679$1,883 06/30/2023
Sage Investment Advisers LLC11,626$1,874 06/30/2023
     IVE11,626$1,874 06/30/2023
Salem Investment Counselors Inc.11,620$1,873 06/30/2023
     IVE11,620$1,873 06/30/2023
OLD National Bancorp IN11,579$1,866 06/30/2023
     IVE11,579$1,866 06/30/2023
Glass Jacobson Investment Advisors llc11,569$1,865 06/30/2023
     IVE11,569$1,865 06/30/2023
Ronald Blue Trust Inc.12,177$1,848 06/30/2023
     IVE12,177$1,848 06/30/2023
Scotia Capital Inc.11,418$1,841 06/30/2023
     IVE11,418$1,841 06/30/2023
Investment Advisory Group LLC11,095$1,792 06/30/2023
     IVE11,095$1,792 06/30/2023
Whittier Trust Co.11,091$1,788 06/30/2023
     IVE11,091$1,788 06/30/2023
Roble Belko & Company Inc10,945$1,764 06/30/2023
     IVE10,945$1,764 06/30/2023
Klaas Financial Asset Advisors LLC10,817$1,744 06/30/2023
     IVE10,817$1,744 06/30/2023
Wolverine Trading LLC $1,732 06/30/2023
     Call6,400$1,021 06/30/2023
     IVE4,458$711 06/30/2023
Mattern Wealth Management LLC10,735$1,731 06/30/2023
     IVE10,735$1,731 06/30/2023
Marietta Wealth Management LLC10,709$1,726 06/30/2023
     IVE10,709$1,726 06/30/2023
TRUE Private Wealth Advisors10,691$1,723 06/30/2023
     IVE10,691$1,723 06/30/2023
Legacy Capital Group California Inc.10,597$1,708 06/30/2023
     IVE10,597$1,708 06/30/2023
IHT Wealth Management LLC10,472$1,688 06/30/2023
     IVE10,472$1,688 06/30/2023
GSB Wealth Management LLC10,429$1,681 06/30/2023
     IVE10,429$1,681 06/30/2023
Family Firm Inc.10,389$1,675 06/30/2023
     IVE10,389$1,675 06/30/2023
RSM US Wealth Management LLC10,376$1,672 06/30/2023
     IVE10,376$1,672 06/30/2023
MBA Advisors LLC10,373$1,672 06/30/2023
     IVE10,373$1,672 06/30/2023
Procyon Private Wealth Partners LLC10,313$1,662 06/30/2023
     IVE10,313$1,662 06/30/2023
Tranquility Partners LLC10,287$1,658 06/30/2023
     IVE10,287$1,658 06/30/2023
Kohmann Bosshard Financial Services LLC10,128$1,633 06/30/2023
     IVE10,128$1,633 06/30/2023
RFG Advisory LLC10,097$1,627 06/30/2023
     IVE10,097$1,627 06/30/2023
Tsfg LLC9,993$1,611 06/30/2023
     IVE9,993$1,611 06/30/2023
Mission Wealth Management LP9,935$1,601 06/30/2023
     IVE9,935$1,601 06/30/2023
Dumont & Blake Investment Advisors LLC9,890$1,594 06/30/2023
     IVE9,890$1,594 06/30/2023
Ameritas Advisory Services LLC9,927$1,586 06/30/2023
     IVE9,927$1,586 06/30/2023
Oppenheimer & Co. Inc.9,773$1,575 06/30/2023
     IVE9,773$1,575 06/30/2023
Moisand Fitzgerald Tamayo LLC9,746$1,571 06/30/2023
     IVE9,746$1,571 06/30/2023
TBH Global Asset Management LLC9,740$1,570 06/30/2023
     IVE9,740$1,570 06/30/2023
Endurance Wealth Management Inc.9,697$1,563 06/30/2023
     IVE9,697$1,563 06/30/2023
Waldron Private Wealth LLC9,672$1,559 06/30/2023
     IVE9,672$1,559 06/30/2023
WealthShield Partners LLC9,636$1,553 06/30/2023
     IVE9,636$1,553 06/30/2023
NorthLanding Financial Partners LLC9,558$1,541 06/30/2023
     IVE9,558$1,541 06/30/2023
Baker Tilly Financial LLC9,462$1,525 06/30/2023
     IVE9,462$1,525 06/30/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,410$1,517 06/30/2023
     IVE9,410$1,517 06/30/2023
Glenview Trust Co9,384$1,513 06/30/2023
     IVE9,384$1,513 06/30/2023
Acorn Financial Advisory Services Inc. ADV9,337$1,505 06/30/2023
     IVE9,337$1,505 06/30/2023
Bernardo Wealth Planning LLC9,336$1,505 06/30/2023
     IVE9,336$1,505 06/30/2023
Patriot Investment Management Inc.9,259$1,492 06/30/2023
     IVE9,259$1,492 06/30/2023
Financial Counselors Inc.9,247$1,491 06/30/2023
     IVE9,247$1,491 06/30/2023
HBK Sorce Advisory LLC9,252$1,491 06/30/2023
     IVE9,252$1,491 06/30/2023
Harvest Investment Services LLC9,085$1,464 06/30/2023
     IVE9,085$1,464 06/30/2023
AMG National Trust Bank9,022$1,454 06/30/2023
     IVE9,022$1,454 06/30/2023
WMS Partners LLC8,956$1,444 06/30/2023
     IVE8,956$1,444 06/30/2023
Security Financial Services INC.8,904$1,435 06/30/2023
     IVE8,904$1,435 06/30/2023
Baldrige Asset Management LLC9,458$1,435 03/31/2023
     IVE9,458$1,435 03/31/2023
White Pine Capital LLC8,852$1,427 06/30/2023
     IVE8,852$1,427 06/30/2023
Forum Financial Management LP8,828$1,423 06/30/2023
     IVE8,828$1,423 06/30/2023
Essex Financial Services Inc.8,819$1,421 06/30/2023
     IVE8,819$1,421 06/30/2023
Commerce Bank8,808$1,420 06/30/2023
     IVE8,808$1,420 06/30/2023
Crescent Grove Advisors LLC8,794$1,418 06/30/2023
     IVE8,794$1,418 06/30/2023
Sawtooth Solutions LLC8,749$1,410 06/30/2023
     IVE8,749$1,410 06/30/2023
Bleakley Financial Group LLC8,749$1,410 06/30/2023
     IVE8,749$1,410 06/30/2023
Stonebridge Financial Planning Group LLC8,734$1,408 06/30/2023
     IVE8,734$1,408 06/30/2023
AWM Capital LLC8,713$1,404 06/30/2023
     IVE8,713$1,404 06/30/2023
Farmers & Merchants Investments Inc.8,650$1,394 06/30/2023
     IVE8,650$1,394 06/30/2023
Orion Portfolio Solutions LLC8,642$1,393 06/30/2023
     IVE8,642$1,393 06/30/2023
HighMark Wealth Management LLC8,581$1,387 06/30/2023
     IVE8,581$1,387 06/30/2023
BigSur Wealth Management LLC8,500$1,370 06/30/2023
     IVE8,500$1,370 06/30/2023
Silvercrest Asset Management Group LLC8,466$1,365 06/30/2023
     IVE8,466$1,365 06/30/2023
Lowe Brockenbrough & Co. Inc.8,308$1,339 06/30/2023
     IVE8,308$1,339 06/30/2023
Axxcess Wealth Management LLC8,261$1,332 06/30/2023
     IVE8,261$1,332 06/30/2023
Eldridge Investment Advisors Inc.8,159$1,315 06/30/2023
     IVE8,159$1,315 06/30/2023
Alta Wealth Advisors LLC8,101$1,306 06/30/2023
     IVE8,101$1,306 06/30/2023
Chapin Davis Inc.8,042$1,296 06/30/2023
     IVE8,042$1,296 06/30/2023
Stokes Family Office LLC8,030$1,294 06/30/2023
     IVE8,030$1,294 06/30/2023
Domani Wealth LLC8,521$1,293 03/31/2023
     IVE8,521$1,293 03/31/2023
Montecito Bank & Trust8,011$1,291 06/30/2023
     IVE8,011$1,291 06/30/2023
Wealth Enhancement Advisory Services LLC7,997$1,289 06/30/2023
     IVE7,997$1,289 06/30/2023
LTG Capital LLC7,970$1,285 06/30/2023
     IVE7,970$1,285 06/30/2023
Trilogy Capital Inc.7,758$1,284 06/30/2023
     IVE7,758$1,284 06/30/2023
Deutsche Bank AG7,822$1,261 06/30/2023
     IVE7,822$1,261 06/30/2023
Summit Financial LLC7,825$1,261 06/30/2023
     IVE7,825$1,261 06/30/2023
Hilltop Holdings Inc.7,796$1,257 06/30/2023
     IVE7,796$1,257 06/30/2023
Connecticut Wealth Management LLC7,785$1,255 06/30/2023
     IVE7,785$1,255 06/30/2023
Strategic Equity Management7,764$1,251 06/30/2023
     IVE7,764$1,251 06/30/2023
Pinnacle Associates Ltd.7,744$1,248 06/30/2023
     IVE7,744$1,248 06/30/2023
Brown Brothers Harriman & Co.7,733$1,246 06/30/2023
     IVE7,733$1,246 06/30/2023
Thrive Wealth Management LLC7,722$1,245 06/30/2023
     IVE7,722$1,245 06/30/2023
CIBC World Markets Inc.7,687$1,239 06/30/2023
     IVE7,687$1,239 06/30/2023
Diversified Portfolios Inc.7,649$1,233 06/30/2023
     IVE7,649$1,233 06/30/2023
Dimension Capital Management LLC7,617$1,228 06/30/2023
     IVE7,617$1,228 06/30/2023
Thomasville National Bank7,542$1,216 06/30/2023
     IVE7,542$1,216 06/30/2023
Tiemann Investment Advisors LLC7,521$1,212 06/30/2023
     IVE7,521$1,212 06/30/2023
Clear Investment Research LLC7,508$1,210 06/30/2023
     IVE7,508$1,210 06/30/2023
Kennedy Investment Group7,493$1,208 06/30/2023
     IVE7,493$1,208 06/30/2023
Bristlecone Advisors LLC7,457$1,202 06/30/2023
     IVE7,457$1,202 06/30/2023
9258 Wealth Management LLC7,430$1,198 06/30/2023
     IVE7,430$1,198 06/30/2023
Smithbridge Asset Management Inc. DE7,370$1,188 06/30/2023
     IVE7,370$1,188 06/30/2023
SOA Wealth Advisors LLC.7,336$1,182 06/30/2023
     IVE7,336$1,182 06/30/2023
Capstone Investment Advisors LLC7,259$1,170 06/30/2023
     IVE7,259$1,170 06/30/2023
Kalos Management Inc.7,199$1,160 06/30/2023
     IVE7,199$1,160 06/30/2023
TMD Wealth Management LLC7,194$1,160 06/30/2023
     IVE7,194$1,160 06/30/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors7,078$1,141 06/30/2023
     IVE7,078$1,141 06/30/2023
Jaffetilchin Investment Partners LLC6,980$1,125 06/30/2023
     IVE6,980$1,125 06/30/2023
Gemmer Asset Management LLC6,976$1,125 06/30/2023
     IVE6,976$1,125 06/30/2023
Close Asset Management Ltd6,958$1,122 06/30/2023
     IVE6,958$1,122 06/30/2023
Mayflower Financial Advisors LLC6,949$1,120 06/30/2023
     IVE6,949$1,120 06/30/2023
Carolinas Wealth Consulting LLC6,905$1,113 06/30/2023
     IVE6,905$1,113 06/30/2023
Rothschild Investment Corp IL6,850$1,104 06/30/2023
     IVE6,850$1,104 06/30/2023
LaSalle St. Investment Advisors LLC6,854$1,104 06/30/2023
     IVE6,854$1,104 06/30/2023
Evensky & Katz LLC6,810$1,098 06/30/2023
     IVE6,810$1,098 06/30/2023
Sequent Asset Management LLC6,735$1,086 06/30/2023
     IVE6,735$1,086 06/30/2023
West Oak Capital LLC6,732$1,085 06/30/2023
     IVE6,732$1,085 06/30/2023
Argent Advisors Inc.6,718$1,083 06/30/2023
     IVE6,718$1,083 06/30/2023
Oxinas Partners Wealth Management LLC6,699$1,080 06/30/2023
     IVE6,699$1,080 06/30/2023
Idaho Trust Bank6,655$1,073 06/30/2023
     IVE6,655$1,073 06/30/2023
Whitcomb & Hess Inc.6,544$1,055 06/30/2023
     IVE6,544$1,055 06/30/2023
Golden State Equity Partners6,494$1,047 06/30/2023
     IVE6,494$1,047 06/30/2023
Planning Center Inc.6,486$1,045 06/30/2023
     IVE6,486$1,045 06/30/2023
Bank of Nova Scotia6,458$1,041 06/30/2023
     IVE6,458$1,041 06/30/2023
International Assets Investment Management LLC6,432$1,037 06/30/2023
     IVE6,432$1,037 06/30/2023
JMG Financial Group Ltd.6,429$1,036 06/30/2023
     IVE6,429$1,036 06/30/2023
BlackRock Inc.6,387$1,030 06/30/2023
     IVE6,387$1,030 06/30/2023
Newport Capital Group LLC6,393$1,030 06/30/2023
     IVE6,393$1,030 06/30/2023
Regal Investment Advisors LLC6,370$1,027 06/30/2023
     IVE6,370$1,027 06/30/2023
Corundum Group Inc.6,341$1,022 06/30/2023
     IVE6,341$1,022 06/30/2023
Paloma Partners Management Co6,308$1,017 06/30/2023
     IVE6,308$1,017 06/30/2023
Cadinha & Co. LLC6,294$1,015 06/30/2023
     IVE6,294$1,015 06/30/2023
Schneider Downs Wealth Management Advisors LP6,275$1,011 06/30/2023
     IVE6,275$1,011 06/30/2023
Prio Wealth Limited Partnership6,253$1,008 06/30/2023
     IVE6,253$1,008 06/30/2023
Fiduciary Trust Co.6,238$1,006 06/30/2023
     IVE6,238$1,006 06/30/2023
Legacy Advisors LLC6,232$1,005 06/30/2023
     IVE6,232$1,005 06/30/2023
Thompson Investment Management Inc.6,185$997 06/30/2023
     IVE6,185$997 06/30/2023
Wedmont Private Capital6,068$994 06/30/2023
     IVE6,068$994 06/30/2023
SageView Advisory Group LLC6,153$992 06/30/2023
     IVE6,153$992 06/30/2023
Wealthcare Advisory Partners LLC6,108$985 06/30/2023
     IVE6,108$985 06/30/2023
TrueWealth Advisors LLC6,098$983 06/30/2023
     IVE6,098$983 06/30/2023
Johnson Investment Counsel Inc.6,086$981 06/30/2023
     IVE6,086$981 06/30/2023
Koshinski Asset Management Inc.6,080$980 06/30/2023
     IVE6,080$980 06/30/2023
Windward Private Wealth Management Inc.6,060$977 06/30/2023
     IVE6,060$977 06/30/2023
Bridges Investment Management Inc.6,050$975 06/30/2023
     IVE6,050$975 06/30/2023
Lindbrook Capital LLC6,022$971 06/30/2023
     IVE6,022$971 06/30/2023
PACK Private Wealth LLC5,980$964 06/30/2023
     IVE5,980$964 06/30/2023
Wealth Effects LLC5,982$964 06/30/2023
     IVE5,982$964 06/30/2023
King Wealth5,973$963 06/30/2023
     IVE5,973$963 06/30/2023
Buckingham Strategic Partners5,963$961 06/30/2023
     IVE5,963$961 06/30/2023
Glenmede Trust Co. NA6,291$955 06/30/2023
     IVE6,291$955 06/30/2023
Coastal Investment Advisors Inc.5,903$951 06/30/2023
     IVE5,903$951 06/30/2023
Azimuth Capital Investment Management LLC5,891$950 06/30/2023
     IVE5,891$950 06/30/2023
Cary Street Partners Investment Advisory LLC5,878$948 06/30/2023
     IVE5,878$948 06/30/2023
Private Capital Management LLC5,862$945 06/30/2023
     IVE5,862$945 06/30/2023
Tarbox Family Office Inc.5,803$935 06/30/2023
     IVE5,803$935 06/30/2023
American Trust5,792$934 06/30/2023
     IVE5,792$934 06/30/2023
Forum Private Client Group LLC5,666$913 06/30/2023
     IVE5,666$913 06/30/2023
Ropes Wealth Advisors LLC5,645$910 06/30/2023
     IVE5,645$910 06/30/2023
Integrated Investment Consultants LLC5,642$909 06/30/2023
     IVE5,642$909 06/30/2023
Laurel Wealth Advisors LLC5,640$909 06/30/2023
     IVE5,640$909 06/30/2023
Boston Family Office LLC5,632$908 06/30/2023
     IVE5,632$908 06/30/2023
Banco BTG Pactual S.A.5,588$901 06/30/2023
     IVE5,588$901 06/30/2023
Quadrant Capital Group LLC5,575$899 06/30/2023
     IVE5,575$899 06/30/2023
Carl P. Sherr & Co. LLC5,577$899 06/30/2023
     IVE5,577$899 06/30/2023
Evanson Asset Management LLC5,557$896 06/30/2023
     IVE5,557$896 06/30/2023
First Western Trust Bank5,552$895 06/30/2023
     IVE5,552$895 06/30/2023
Lodestar Private Asset Management LLC5,521$890 06/30/2023
     IVE5,521$890 06/30/2023
Mill Creek Capital Advisors LLC5,505$887 06/30/2023
     IVE5,505$887 06/30/2023
InterOcean Capital Group LLC5,432$876 06/30/2023
     IVE5,432$876 06/30/2023
Community Bank N.A.5,413$873 06/30/2023
     IVE5,413$873 06/30/2023
Snowden Capital Advisors LLC5,403$871 06/30/2023
     IVE5,403$871 06/30/2023
Patton Albertson Miller Group LLC5,355$863 06/30/2023
     IVE5,355$863 06/30/2023
One Wealth Advisors LLC5,356$863 06/30/2023
     IVE5,356$863 06/30/2023
Certified Advisory Corp5,315$857 06/30/2023
     IVE5,315$857 06/30/2023
Monograph Wealth Advisors LLC5,314$857 06/30/2023
     IVE5,314$857 06/30/2023
First County Bank CT 5,248$846 06/30/2023
     IVE5,248$846 06/30/2023
Stock Yards Bank & Trust Co.5,236$844 06/30/2023
     IVE5,236$844 06/30/2023
Pallas Capital Advisors LLC5,153$844 06/30/2023
     IVE5,153$844 06/30/2023
Summit Asset Management LLC5,214$840 06/30/2023
     IVE5,214$840 06/30/2023
N.E.W. Advisory Services LLC5,173$834 06/30/2023
     IVE5,173$834 06/30/2023
Country Club Bank GFN5,194$829 06/30/2023
     IVE5,194$829 06/30/2023
Advisors Capital Management LLC5,137$828 06/30/2023
     IVE5,137$828 06/30/2023
Coldstream Capital Management Inc.5,046$813 06/30/2023
     IVE5,046$813 06/30/2023
Chevy Chase Trust Holdings Inc.5,043$813 06/30/2023
     IVE5,043$813 06/30/2023
Monticello Wealth Management LLC5,038$812 06/30/2023
     IVE5,038$812 06/30/2023
Warren Averett Asset Management LLC5,019$809 06/30/2023
     IVE5,019$809 06/30/2023
Stratos Wealth Advisors LLC5,011$808 06/30/2023
     IVE5,011$808 06/30/2023
Noble Family Wealth LLC5,000$806 06/30/2023
     IVE5,000$806 06/30/2023
Hanlon Investment Management Inc.4,994$805 06/30/2023
     IVE4,994$805 06/30/2023
New England Private Wealth Advisors LLC4,977$803 06/30/2023
     IVE4,977$803 06/30/2023
Oversea Chinese Banking CORP Ltd4,957$799 06/30/2023
     IVE4,957$799 06/30/2023
Zhang Financial LLC4,918$795 06/30/2023
     IVE4,918$795 06/30/2023
Prime Capital Investment Advisors LLC4,910$791 06/30/2023
     IVE4,910$791 06/30/2023
Briggs Advisory Group Inc.4,892$789 06/30/2023
     IVE4,892$789 06/30/2023
Arete Wealth Advisors LLC4,879$787 06/30/2023
     IVE4,879$787 06/30/2023
Personal Resources Investment & Strategic Management Inc.4,868$785 06/30/2023
     IVE4,868$785 06/30/2023
GTS Securities LLC4,862$784 06/30/2023
     IVE4,862$784 06/30/2023
Blankinship & Foster LLC4,837$780 06/30/2023
     IVE4,837$780 06/30/2023
Highview Capital Management LLC DE 4,834$779 06/30/2023
     IVE4,834$779 06/30/2023
AlphaCore Capital LLC4,775$770 06/30/2023
     IVE4,775$770 06/30/2023
Vontobel Holding Ltd.4,753$766 06/30/2023
     IVE4,753$766 06/30/2023
Hohimer Wealth Management LLC4,688$756 06/30/2023
     IVE4,688$756 06/30/2023
Fiduciary Alliance LLC4,691$756 06/30/2023
     IVE4,691$756 06/30/2023
MKT Advisors LLC4,533$754 06/30/2023
     IVE4,533$754 06/30/2023
Inspirion Wealth Advisors LLC4,659$751 06/30/2023
     IVE4,659$751 06/30/2023
Capital Advisors Inc. OK4,624$745 06/30/2023
     IVE4,624$745 06/30/2023
Plante Moran Financial Advisors LLC4,618$744 06/30/2023
     IVE4,618$744 06/30/2023
FARMERS & MERCHANTS TRUST Co OF LONG BEACH4,600$741 06/30/2023
     IVE4,600$741 06/30/2023
Dynamic Advisor Solutions LLC4,592$740 06/30/2023
     IVE4,592$740 06/30/2023
Aspiriant LLC4,535$731 06/30/2023
     IVE4,535$731 06/30/2023
Glassman Wealth Services4,510$727 06/30/2023
     IVE4,510$727 06/30/2023
FSM Wealth Advisors LLC4,471$726 06/30/2023
     IVE4,471$726 06/30/2023
Wintrust Investments LLC4,481$722 06/30/2023
     IVE4,481$722 06/30/2023
McGlone Suttner Wealth Management Inc.4,472$721 06/30/2023
     IVE4,472$721 06/30/2023
Mather Group LLC.4,450$717 06/30/2023
     IVE4,450$717 06/30/2023
Professional Financial Advisors LLC4,425$713 06/30/2023
     IVE4,425$713 06/30/2023
Parsons Capital Management Inc. RI4,400$709 06/30/2023
     IVE4,400$709 06/30/2023
Marino Stram & Associates LLC4,378$706 06/30/2023
     IVE4,378$706 06/30/2023
S&CO Inc.4,350$701 06/30/2023
     IVE4,350$701 06/30/2023
Balboa Wealth Partners4,349$701 06/30/2023
     IVE4,349$701 06/30/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,329$698 06/30/2023
     IVE4,329$698 06/30/2023
Gallagher Fiduciary Advisors LLC4,318$696 06/30/2023
     IVE4,318$696 06/30/2023
Capital Square LLC4,284$691 06/30/2023
     IVE4,284$691 06/30/2023
IPG Investment Advisors LLC4,257$686 06/30/2023
     IVE4,257$686 06/30/2023
CENTRAL TRUST Co4,243$684 06/30/2023
     IVE4,243$684 06/30/2023
Hoylecohen LLC4,160$671 06/30/2023
     IVE4,160$671 06/30/2023
MCF Advisors LLC4,158$670 06/30/2023
     IVE4,158$670 06/30/2023
Capital Planning Advisors LLC4,148$669 06/30/2023
     IVE4,148$669 06/30/2023
Venture Visionary Partners LLC4,146$668 06/30/2023
     IVE4,146$668 06/30/2023
Clientfirst Wealth Management LLC4,066$666 06/30/2023
     IVE4,066$666 06/30/2023
Cedar Brook Financial Partners LLC4,124$665 06/30/2023
     IVE4,124$665 06/30/2023
Goelzer Investment Management Inc.4,093$660 06/30/2023
     IVE4,093$660 06/30/2023
Banco Bilbao Vizcaya Argentaria S.A.4,098$659 06/30/2023
     IVE4,098$659 06/30/2023
Charles Schwab Trust Co4,343$658 06/30/2023
     IVE4,343$658 06/30/2023
Matrix Private Capital Group LLC4,079$657 06/30/2023
     IVE4,079$657 06/30/2023
Boston Private Wealth LLC3,980$641 06/30/2023
     IVE3,980$641 06/30/2023
BBR Partners LLC3,961$638 06/30/2023
     IVE3,961$638 06/30/2023
Naviter Wealth LLC3,951$637 06/30/2023
     IVE3,951$637 06/30/2023
Corepath Wealth Partners LLC3,876$635 06/30/2023
     IVE3,876$635 06/30/2023
Murphy Middleton Hinkle & Parker Inc.3,903$629 06/30/2023
     IVE3,903$629 06/30/2023
Whittier Trust Co. of Nevada Inc.3,873$624 06/30/2023
     IVE3,873$624 06/30/2023
RMB Capital Management LLC3,868$623 06/30/2023
     IVE3,868$623 06/30/2023
CAPROCK Group Inc.3,863$623 06/30/2023
     IVE3,863$623 06/30/2023
Pinnacle Wealth Planning Services Inc.3,860$622 06/30/2023
     IVE3,860$622 06/30/2023
Signaturefd LLC3,844$620 06/30/2023
     IVE3,844$620 06/30/2023
Disciplined Investments LLC3,823$616 06/30/2023
     IVE3,823$616 06/30/2023
Sendero Wealth Management LLC3,818$615 06/30/2023
     IVE3,818$615 06/30/2023
Chilton Investment Co. LLC3,780$609 06/30/2023
     IVE3,780$609 06/30/2023
Trifecta Capital Advisors LLC3,736$602 06/30/2023
     IVE3,736$602 06/30/2023
NBT Bank N A NY3,702$597 06/30/2023
     IVE3,702$597 06/30/2023
Continuum Advisory LLC3,690$595 06/30/2023
     IVE3,690$595 06/30/2023
Summit X LLC3,672$592 06/30/2023
     IVE3,672$592 06/30/2023
Picton Mahoney Asset Management3,660$591 06/30/2023
     IVE3,660$591 06/30/2023
Essex Savings Bank3,662$590 06/30/2023
     IVE3,662$590 06/30/2023
Worth Financial Advisory Group LLC3,639$587 06/30/2023
     IVE3,639$587 06/30/2023
CVA Family Office LLC3,627$585 06/30/2023
     IVE3,627$585 06/30/2023
Pine Valley Investments Ltd Liability Co3,617$583 06/30/2023
     IVE3,617$583 06/30/2023
Johnson Financial Group Inc.3,611$582 06/30/2023
     IVE3,611$582 06/30/2023
ARQ Wealth Advisors LLC3,577$577 06/30/2023
     IVE3,577$577 06/30/2023
Anderson Hoagland & Co.3,565$575 06/30/2023
     IVE3,565$575 06/30/2023
Campion Asset Management LLC3,559$574 06/30/2023
     IVE3,559$574 06/30/2023
Bank of New Hampshire3,550$572 06/30/2023
     IVE3,550$572 06/30/2023
Gallacher Capital Management LLC3,541$571 06/30/2023
     IVE3,541$571 06/30/2023
C2C Wealth Management LLC3,466$569 06/30/2023
     IVE3,466$569 06/30/2023
Linscomb & Williams Inc.3,520$567 06/30/2023
     IVE3,520$567 06/30/2023
Personal CFO Solutions LLC3,507$565 06/30/2023
     IVE3,507$565 06/30/2023
Aaron Wealth Advisors3,506$565 06/30/2023
     IVE3,506$565 06/30/2023
O Shaughnessy Asset Management LLC3,492$563 06/30/2023
     IVE3,492$563 06/30/2023
Flagship Private Wealth LLC3,483$561 06/30/2023
     IVE3,483$561 06/30/2023
NTV Asset Management LLC3,475$560 06/30/2023
     IVE3,475$560 06/30/2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA3,463$558 06/30/2023
     IVE3,463$558 06/30/2023
Lynch & Associates IN3,456$557 06/30/2023
     IVE3,456$557 06/30/2023
First National Bank & Trust Co. of Newtown3,445$555 06/30/2023
     IVE3,445$555 06/30/2023
Klingman & Associates LLC3,439$554 06/30/2023
     IVE3,439$554 06/30/2023
Carnegie Capital Asset Management LLC3,425$552 06/30/2023
     IVE3,425$552 06/30/2023
Plancorp LLC3,417$551 06/30/2023
     IVE3,417$551 06/30/2023
Ancora Advisors LLC3,409$549 06/30/2023
     IVE3,409$549 06/30/2023
Kelman Lazarov Inc.3,405$549 06/30/2023
     IVE3,405$549 06/30/2023
Weaver Consulting Group3,407$549 06/30/2023
     IVE3,407$549 06/30/2023
Townsquare Capital LLC3,614$549 03/31/2023
     IVE3,614$549 03/31/2023
Claro Advisors LLC3,390$546 06/30/2023
     IVE3,390$546 06/30/2023
Navalign LLC3,381$545 06/30/2023
     IVE3,381$545 06/30/2023
EFG Capital International CORP.3,356$541 06/30/2023
     IVE3,356$541 06/30/2023
EFG Asset Management Americas Corp.3,356$541 06/30/2023
     IVE3,356$541 06/30/2023
Insight Advisors LLC PA3,357$541 06/30/2023
     IVE3,357$541 06/30/2023
CRA Financial Services LLC3,349$540 06/30/2023
     IVE3,349$540 06/30/2023
Ritter Daniher Financial Advisory LLC DE3,332$537 06/30/2023
     IVE3,332$537 06/30/2023
Jackson Grant Investment Advisers Inc.3,314$534 06/30/2023
     IVE3,314$534 06/30/2023
Perennial Investment Advisors LLC3,311$534 06/30/2023
     IVE3,311$534 06/30/2023
Arkadios Wealth Advisors3,284$529 06/30/2023
     IVE3,284$529 06/30/2023
Capstone Wealth Management Group LLC3,284$529 06/30/2023
     IVE3,284$529 06/30/2023
Windsor Group LTD3,273$528 06/30/2023
     IVE3,273$528 06/30/2023
Colton Groome Financial Advisors LLC3,277$528 06/30/2023
     IVE3,277$528 06/30/2023
L & S Advisors Inc3,262$526 06/30/2023
     IVE3,262$526 06/30/2023
DBK Financial Counsel LLC3,264$526 06/30/2023
     IVE3,264$526 06/30/2023
Catalyst Private Wealth LLC3,257$525 06/30/2023
     IVE3,257$525 06/30/2023
Pinnacle Financial Group LLC IL3,256$525 06/30/2023
     IVE3,256$525 06/30/2023
Independent Wealth Network Inc.3,231$521 06/30/2023
     IVE3,231$521 06/30/2023
Joel Isaacson & Co. LLC3,217$519 06/30/2023
     IVE3,217$519 06/30/2023
Key Financial Inc3,217$519 06/30/2023
     IVE3,217$519 06/30/2023
Bromfield Sneider Wealth Advisors3,222$519 06/30/2023
     IVE3,222$519 06/30/2023
Oppenheimer Asset Management Inc.3,197$515 06/30/2023
     IVE3,197$515 06/30/2023
WNY Asset Management LLC3,194$515 06/30/2023
     IVE3,194$515 06/30/2023
M Holdings Securities Inc.3,387$514 03/31/2023
     IVE3,387$514 03/31/2023
Sandy Spring Bank3,180$513 06/30/2023
     IVE3,180$513 06/30/2023
Shulman DeMeo Asset Management LLC3,167$510 06/30/2023
     IVE3,167$510 06/30/2023
SeaCrest Wealth Management LLC3,149$508 06/30/2023
     IVE3,149$508 06/30/2023
Wick Capital Partners LLC3,145$507 06/30/2023
     IVE3,145$507 06/30/2023
PFG Investments LLC3,148$507 06/30/2023
     IVE3,148$507 06/30/2023
Cassaday & Co Wealth Management LLC3,131$505 06/30/2023
     IVE3,131$505 06/30/2023
Heritage Financial Services LLC3,109$501 06/30/2023
     IVE3,109$501 06/30/2023
Welch & Forbes LLC3,100$500 06/30/2023
     IVE3,100$500 06/30/2023
Etfidea LLC3,101$500 06/30/2023
     IVE3,101$500 06/30/2023
Towerpoint Wealth LLC3,072$495 06/30/2023
     IVE3,072$495 06/30/2023
Alaska Permanent Capital Management3,052$492 06/30/2023
     IVE3,052$492 06/30/2023
Founders Financial Securities LLC3,042$490 06/30/2023
     IVE3,042$490 06/30/2023
Eagle Strategies LLC3,040$490 06/30/2023
     IVE3,040$490 06/30/2023
CFS Investment Advisory Services LLC2,994$483 06/30/2023
     IVE2,994$483 06/30/2023
Trust Co. of Virginia VA2,988$482 06/30/2023
     IVE2,988$482 06/30/2023
Veracity Capital LLC2,986$481 06/30/2023
     IVE2,986$481 06/30/2023
Oxler Private Wealth LLC2,987$481 06/30/2023
     IVE2,987$481 06/30/2023
Cardiff Park Advisors LLC2,973$479 06/30/2023
     IVE2,973$479 06/30/2023
Private Trust Co. NA2,953$476 06/30/2023
     IVE2,953$476 06/30/2023
Atlas Brown Inc.2,946$475 06/30/2023
     IVE2,946$475 06/30/2023
StrategIQ Financial Group LLC2,936$473 06/30/2023
     IVE2,936$473 06/30/2023
Cabot Wealth Management Inc.2,919$471 06/30/2023
     IVE2,919$471 06/30/2023
Diversified Trust Co2,923$471 06/30/2023
     IVE2,923$471 06/30/2023
Cambridge Trust Co.2,867$462 06/30/2023
     IVE2,867$462 06/30/2023
Quent Capital LLC2,868$462 06/30/2023
     IVE2,868$462 06/30/2023
Connectus Wealth LLC2,834$457 06/30/2023
     IVE2,834$457 06/30/2023
Union Savings Bank2,742$457 06/30/2023
     IVE2,742$457 06/30/2023
Larson Financial Group LLC2,808$453 06/30/2023
     IVE2,808$453 06/30/2023
Grant GrossMendelsohn LLC2,793$453 06/30/2023
     IVE2,793$453 06/30/2023
Regatta Capital Group LLC2,804$452 06/30/2023
     IVE2,804$452 06/30/2023
Stockman Wealth Management Inc.2,800$451 06/30/2023
     IVE2,800$451 06/30/2023
Moloney Securities Asset Management LLC2,779$448 06/30/2023
     IVE2,779$448 06/30/2023
Oarsman Capital Inc.2,769$446 06/30/2023
     IVE2,769$446 06/30/2023
4J Wealth Management LLC2,760$445 06/30/2023
     IVE2,760$445 06/30/2023
National Bank of Canada FI2,736$441 06/30/2023
     IVE2,736$441 06/30/2023
Rainey & Randall Investment Management Inc.2,724$439 06/30/2023
     IVE2,724$439 06/30/2023
Blue Zone Wealth Advisors LLC2,716$438 06/30/2023
     IVE2,716$438 06/30/2023
Concorde Asset Management LLC2,708$436 06/30/2023
     IVE2,708$436 06/30/2023
Financial Partners Group Inc2,659$435 06/30/2023
     IVE2,659$435 06/30/2023
Nordwand Advisors LLC2,700$435 06/30/2023
     IVE2,700$435 06/30/2023
Gradient Capital Advisors LLC2,693$434 06/30/2023
     IVE2,693$434 06/30/2023
Silicon Hills Wealth Management LLC2,693$434 06/30/2023
     IVE2,693$434 06/30/2023
Capital Investment Advisory Services LLC2,676$431 06/30/2023
     IVE2,676$431 06/30/2023
Daymark Wealth Partners LLC2,663$429 06/30/2023
     IVE2,663$429 06/30/2023
Davis Selected Advisers2,657$428 06/30/2023
     IVE2,657$428 06/30/2023
Kraft Davis & Associates LLC2,619$428 06/30/2023
     IVE2,619$428 06/30/2023
Parkside Financial Bank & Trust2,651$427 06/30/2023
     IVE2,651$427 06/30/2023
Brown Miller Wealth Management LLC2,628$423 06/30/2023
     IVE2,628$423 06/30/2023
Spinnaker Trust2,616$422 06/30/2023
     IVE2,616$422 06/30/2023
Perigon Wealth Management LLC2,616$422 06/30/2023
     IVE2,616$422 06/30/2023
Smith Chas P & Associates PA Cpas2,603$420 06/30/2023
     IVE2,603$420 06/30/2023
Liberty Wealth Management LLC2,607$420 06/30/2023
     IVE2,607$420 06/30/2023
Select Asset Management & Trust2,591$418 06/30/2023
     IVE2,591$418 06/30/2023
Granger Management LLC2,593$418 06/30/2023
     IVE2,593$418 06/30/2023
CWS Financial Advisors LLC2,588$417 06/30/2023
     IVE2,588$417 06/30/2023
Chicago Capital LLC2,580$416 06/30/2023
     IVE2,580$416 06/30/2023
Executive Wealth Management LLC2,565$414 06/30/2023
     IVE2,565$414 06/30/2023
First National Trust Co2,552$411 06/30/2023
     IVE2,552$411 06/30/2023
Investment Research & Advisory Group Inc.2,545$410 06/30/2023
     IVE2,545$410 06/30/2023
Kovitz Investment Group Partners LLC2,514$405 06/30/2023
     IVE2,514$405 06/30/2023
Stone Point Wealth LLC2,511$405 06/30/2023
     IVE2,511$405 06/30/2023
Blue Chip Partners Inc.2,509$404 06/30/2023
     IVE2,509$404 06/30/2023
High Net Worth Advisory Group LLC2,500$403 06/30/2023
     IVE2,500$403 06/30/2023
Silicon Valley Capital Partners2,493$402 06/30/2023
     IVE2,493$402 06/30/2023
American Investment Services Inc.2,484$400 06/30/2023
     IVE2,484$400 06/30/2023
Center For Asset Management LLC2,473$399 06/30/2023
     IVE2,473$399 06/30/2023
Visionary Wealth Advisors2,471$398 06/30/2023
     IVE2,471$398 06/30/2023
PCA Investment Advisory Services Inc.2,463$397 06/30/2023
     IVE2,463$397 06/30/2023
Element Pointe Advisors LLC2,440$393 06/30/2023
     IVE2,440$393 06/30/2023
Empower Advisory Group LLC2,438$393 06/30/2023
     IVE2,438$393 06/30/2023
Ellevest Inc.2,423$391 06/30/2023
     IVE2,423$391 06/30/2023
Haverford Trust Co.2,408$388 06/30/2023
     IVE2,408$388 06/30/2023
Lavaca Capital LLC2,400$387 06/30/2023
     IVE2,400$387 06/30/2023
Harel Insurance Investments & Financial Services Ltd.2,391$382 06/30/2023
     IVE2,391$382 06/30/2023
Confluence Wealth Services Inc.2,360$380 06/30/2023
     IVE2,360$380 06/30/2023
First Interstate Bank2,351$379 06/30/2023
     IVE2,351$379 06/30/2023
Journey Advisory Group LLC2,349$379 06/30/2023
     IVE2,349$379 06/30/2023
Altfest L J & Co. Inc.2,307$372 06/30/2023
     IVE2,307$372 06/30/2023
Pensionmark Financial Group LLC2,307$372 06/30/2023
     IVE2,307$372 06/30/2023
Francis Financial Inc.2,282$368 06/30/2023
     IVE2,282$368 06/30/2023
One Charles Private Wealth Services LLC2,277$367 06/30/2023
     IVE2,277$367 06/30/2023
Mendel Money Management2,255$363 06/30/2023
     IVE2,255$363 06/30/2023
KCM Investment Advisors LLC2,238$361 06/30/2023
     IVE2,238$361 06/30/2023
BRYN MAWR TRUST Co2,233$360 06/30/2023
     IVE2,233$360 06/30/2023
Tradition Wealth Management LLC2,235$360 06/30/2023
     IVE2,235$360 06/30/2023
Turim 21 Investimentos Ltda.2,227$359 06/30/2023
     IVE2,227$359 06/30/2023
Bogart Wealth LLC2,229$359 06/30/2023
     IVE2,229$359 06/30/2023
Asset Dedication LLC2,221$358 06/30/2023
     IVE2,221$358 06/30/2023
Almanack Investment Partners LLC.2,220$358 06/30/2023
     IVE2,220$358 06/30/2023
Laidlaw Wealth Management LLC2,216$357 06/30/2023
     IVE2,216$357 06/30/2023
Baldwin Brothers Inc. MA2,209$356 06/30/2023
     IVE2,209$356 06/30/2023
Samalin Investment Counsel LLC2,211$356 06/30/2023
     IVE2,211$356 06/30/2023
Enzi Wealth2,152$354 06/30/2023
     IVE2,152$354 06/30/2023
Beaumont Financial Advisors LLC2,196$354 06/30/2023
     IVE2,196$354 06/30/2023
Pacific Sage Partners LLC2,183$352 06/30/2023
     IVE2,183$352 06/30/2023
Boston Financial Mangement LLC2,169$350 06/30/2023
     IVE2,169$350 06/30/2023
Institute for Wealth Management LLC.2,168$349 06/30/2023
     IVE2,168$349 06/30/2023
AFS Financial Group LLC2,167$349 06/30/2023
     IVE2,167$349 06/30/2023
Cassady Schiller Wealth Management LLC2,167$349 06/30/2023
     IVE2,167$349 06/30/2023
Steel Peak Wealth Management LLC2,158$348 06/30/2023
     IVE2,158$348 06/30/2023
Element Wealth LLC2,157$348 06/30/2023
     IVE2,157$348 06/30/2023
Cornell Pochily Investment Advisors Inc.2,145$346 06/30/2023
     IVE2,145$346 06/30/2023
Peterson Wealth Advisors LLC2,132$344 06/30/2023
     IVE2,132$344 06/30/2023
We Are One Seven LLC2,132$344 06/30/2023
     IVE2,132$344 06/30/2023
Colorado Capital Management Inc.2,134$343 06/30/2023
     IVE2,134$343 06/30/2023
Leelyn Smith LLC2,108$340 06/30/2023
     IVE2,108$340 06/30/2023
Sabal Trust CO2,092$337 06/30/2023
     IVE2,092$337 06/30/2023
Conservest Capital Advisors Inc.2,080$335 06/30/2023
     IVE2,080$335 06/30/2023
Capstone Triton Financial Group LLC2,072$334 06/30/2023
     IVE2,072$334 06/30/2023
Tyler Stone Wealth Management2,068$333 06/30/2023
     IVE2,068$333 06/30/2023
GDS Wealth Management2,063$333 06/30/2023
     IVE2,063$333 06/30/2023
David Loasby2,076$332 06/30/2023
     IVE2,076$332 06/30/2023
Custos Family Office LLC2,053$331 06/30/2023
     IVE2,053$331 06/30/2023
DAVENPORT & Co LLC2,047$330 06/30/2023
     IVE2,047$330 06/30/2023
Ballentine Partners LLC2,046$330 06/30/2023
     IVE2,046$330 06/30/2023
Freestone Capital Holdings LLC2,050$330 06/30/2023
     IVE2,050$330 06/30/2023
IFG Advisors LLC2,050$330 06/30/2023
     IVE2,050$330 06/30/2023
Vaughan David Investments LLC IL2,018$325 06/30/2023
     IVE2,018$325 06/30/2023
HMS Capital Management LLC2,016$325 06/30/2023
     IVE2,016$325 06/30/2023
Transcend Wealth Collective LLC2,019$325 06/30/2023
     IVE2,019$325 06/30/2023
Interactive Financial Advisors2,011$324 06/30/2023
     IVE2,011$324 06/30/2023
Goodwin Investment Advisory1,999$322 06/30/2023
     IVE1,999$322 06/30/2023
Henrickson Nauta Wealth Advisors Inc.1,999$322 06/30/2023
     IVE1,999$322 06/30/2023
Gray Wealth Management Inc.2,000$322 06/30/2023
     IVE2,000$322 06/30/2023
Paradigm Strategies in Wealth Management LLC1,982$319 06/30/2023
     IVE1,982$319 06/30/2023
Millington Financial Advisors LLC1,980$319 06/30/2023
     IVE1,980$319 06/30/2023
Ironwood Investment Counsel LLC1,973$318 06/30/2023
     IVE1,973$318 06/30/2023
Curtis Advisory Group LLC1,964$317 06/30/2023
     IVE1,964$317 06/30/2023
Acorn Wealth Advisors LLC1,966$317 06/30/2023
     IVE1,966$317 06/30/2023
Courage Miller Partners LLC1,958$316 06/30/2023
     IVE1,958$316 06/30/2023
Two Sigma Securities LLC1,957$315 06/30/2023
     IVE1,957$315 06/30/2023
PFG Advisors1,955$315 06/30/2023
     IVE1,955$315 06/30/2023
Merit Financial Group LLC1,951$314 06/30/2023
     IVE1,951$314 06/30/2023
Vanguard Group Inc.1,944$313 06/30/2023
     IVE1,944$313 06/30/2023
Neuberger Berman Group LLC1,940$313 06/30/2023
     IVE1,940$313 06/30/2023
First National Bank of South Miami1,940$313 06/30/2023
     IVE1,940$313 06/30/2023
Mount Yale Investment Advisors LLC1,941$313 06/30/2023
     IVE1,941$313 06/30/2023
Perfromance Wealth Partners LLC1,935$312 06/30/2023
     IVE1,935$312 06/30/2023
New Republic Capital LLC1,932$311 06/30/2023
     IVE1,932$311 06/30/2023
Affiance Financial LLC1,917$309 06/30/2023
     IVE1,917$309 06/30/2023
Progressive Investment Management Corp1,900$306 06/30/2023
     IVE1,900$306 06/30/2023
Putnam FL Investment Management Co.1,884$304 06/30/2023
     IVE1,884$304 06/30/2023
Country Trust Bank1,877$303 06/30/2023
     IVE1,877$303 06/30/2023
Reynders McVeigh Capital Management LLC1,877$303 06/30/2023
     IVE1,877$303 06/30/2023
One Capital Management LLC1,881$303 06/30/2023
     IVE1,881$303 06/30/2023
ShoreHaven Wealth Partners LLC1,881$303 06/30/2023
     IVE1,881$303 06/30/2023
Mitchell Mcleod Pugh & Williams Inc.1,871$302 06/30/2023
     IVE1,871$302 06/30/2023
Wealth Quarterback LLC1,865$301 06/30/2023
     IVE1,865$301 06/30/2023
Onyx Bridge Wealth Group LLC1,869$301 06/30/2023
     IVE1,869$301 06/30/2023
Cottonwood Capital Advisors LLC1,852$299 06/30/2023
     IVE1,852$299 06/30/2023
Mathes Company Inc.1,850$298 06/30/2023
     IVE1,850$298 06/30/2023
Guyasuta Investment Advisors Inc.1,842$297 06/30/2023
     IVE1,842$297 06/30/2023
Old North State Trust LLC1,837$296 06/30/2023
     IVE1,837$296 06/30/2023
Strategic Family Wealth Counselors L.L.C.1,821$294 06/30/2023
     IVE1,821$294 06/30/2023
Evergreen Capital Management LLC1,801$290 06/30/2023
     IVE1,801$290 06/30/2023
LGL Partners LLC1,793$289 06/30/2023
     IVE1,793$289 06/30/2023
Sageworth Trust Co of South Dakota1,796$289 06/30/2023
     IVE1,796$289 06/30/2023
Westshore Wealth LLC1,781$287 06/30/2023
     IVE1,781$287 06/30/2023
Triumph Capital Management1,763$284 06/30/2023
     IVE1,763$284 06/30/2023
Coho Partners Ltd.1,750$282 06/30/2023
     IVE1,750$282 06/30/2023
Newton One Investments LLC1,741$281 06/30/2023
     IVE1,741$281 06/30/2023
Mirador Capital Partners LP1,734$280 06/30/2023
     IVE1,734$280 06/30/2023
Winthrop Advisory Group LLC1,733$279 06/30/2023
     IVE1,733$279 06/30/2023
Stonehage Fleming Financial Services Holdings Ltd1,725$278 06/30/2023
     IVE1,725$278 06/30/2023
Lcnb Corp1,720$277 06/30/2023
     IVE1,720$277 06/30/2023
Bangor Savings Bank1,719$277 06/30/2023
     IVE1,719$277 06/30/2023
Jane Street Group LLC1,720$277 06/30/2023
     IVE1,720$277 06/30/2023
Pinnacle Wealth Management Advisory Group LLC1,715$276 06/30/2023
     IVE1,715$276 06/30/2023
Davis R M Inc.1,709$275 06/30/2023
     IVE1,709$275 06/30/2023
Great Lakes Retirement Inc.1,706$275 06/30/2023
     IVE1,706$275 06/30/2023
Washington Trust Bank1,700$274 06/30/2023
     IVE1,700$274 06/30/2023
Manchester Capital Management LLC1,701$274 06/30/2023
     IVE1,701$274 06/30/2023
Wealthquest Corp1,701$274 06/30/2023
     IVE1,701$274 06/30/2023
Change Path LLC1,701$274 06/30/2023
     IVE1,701$274 06/30/2023
Green Harvest Asset Management LLC1,675$270 06/30/2023
     IVE1,675$270 06/30/2023
Appleton Partners Inc. MA1,669$269 06/30/2023
     IVE1,669$269 06/30/2023
Column Capital Advisors LLC1,667$269 06/30/2023
     IVE1,667$269 06/30/2023
UMA Financial Services Inc.1,660$268 06/30/2023
     IVE1,660$268 06/30/2023
Greenhouse Wealth Management LLC1,664$268 06/30/2023
     IVE1,664$268 06/30/2023
Trexquant Investment LP1,659$267 06/30/2023
     IVE1,659$267 06/30/2023
Atlantic Union Bankshares Corp1,653$266 06/30/2023
     IVE1,653$266 06/30/2023
Wimmer Associates 1 LLC1,650$266 06/30/2023
     IVE1,650$266 06/30/2023
Woodmont Investment Counsel LLC1,645$265 06/30/2023
     IVE1,645$265 06/30/2023
Navis Wealth Advisors LLC1,643$265 06/30/2023
     IVE1,643$265 06/30/2023
Moody Lynn & Lieberson LLC1,636$264 06/30/2023
     IVE1,636$264 06/30/2023
Unionview LLC1,637$264 06/30/2023
     IVE1,637$264 06/30/2023
City Holding Co.1,625$262 06/30/2023
     IVE1,625$262 06/30/2023
Yousif Capital Management LLC1,623$262 06/30/2023
     IVE1,623$262 06/30/2023
Benjamin F. Edwards & Company Inc.1,619$261 06/30/2023
     IVE1,619$261 06/30/2023
MONECO Advisors LLC1,615$260 06/30/2023
     IVE1,615$260 06/30/2023
BMS Financial Advisors LLC1,615$260 06/30/2023
     IVE1,615$260 06/30/2023
Chesapeake Wealth Management1,605$259 06/30/2023
     IVE1,605$259 06/30/2023
Williams Jones Wealth Management LLC.1,604$259 06/30/2023
     IVE1,604$259 06/30/2023
Moors & Cabot Inc.1,599$258 06/30/2023
     IVE1,599$258 06/30/2023
Aspen Grove Capital LLC1,600$258 06/30/2023
     IVE1,600$258 06/30/2023
Brown Wealth Management LLC1,591$256 06/30/2023
     IVE1,591$256 06/30/2023
PBMares Wealth Management LLC1,583$255 06/30/2023
     IVE1,583$255 06/30/2023
Aviance Capital Partners LLC1,573$254 06/30/2023
     IVE1,573$254 06/30/2023
US Financial Advisors LLC1,564$252 06/30/2023
     IVE1,564$252 06/30/2023
Galvin Gaustad & Stein LLC1,540$248 06/30/2023
     IVE1,540$248 06/30/2023
CIC Wealth LLC1,535$247 06/30/2023
     IVE1,535$247 06/30/2023
Aurora Private Wealth Inc.1,525$246 06/30/2023
     IVE1,525$246 06/30/2023
First Foundation Advisors1,517$245 06/30/2023
     IVE1,517$245 06/30/2023
Redhawk Wealth Advisors Inc.1,521$245 06/30/2023
     IVE1,521$245 06/30/2023
Monetary Management Group Inc.1,500$242 06/30/2023
     IVE1,500$242 06/30/2023
KRS Capital Management LLC1,495$241 06/30/2023
     IVE1,495$241 06/30/2023
Ahrens Investment Partners LLC1,578$239 03/31/2023
     IVE1,578$239 03/31/2023
Fairview Capital Investment Management LLC1,473$238 06/30/2023
     IVE1,473$238 06/30/2023
Evolution Wealth Advisors LLC1,479$238 06/30/2023
     IVE1,479$238 06/30/2023
Retirement Investment Advisors Inc.1,462$236 06/30/2023
     IVE1,462$236 06/30/2023
First Citizens Financial Corp1,446$233 06/30/2023
     IVE1,446$233 06/30/2023
Lion Street Advisors LLC1,532$233 06/30/2023
     IVE1,532$233 06/30/2023
Wilbanks Smith & Thomas Asset Management LLC1,426$230 06/30/2023
     IVE1,426$230 06/30/2023
Vista Private Wealth Partners. LLC1,427$230 06/30/2023
     IVE1,427$230 06/30/2023
Parthenon LLC1,422$229 06/30/2023
     IVE1,422$229 06/30/2023
Flagship Harbor Advisors LLC1,419$229 06/30/2023
     IVE1,419$229 06/30/2023
Fountainhead AM LLC1,410$227 06/30/2023
     IVE1,410$227 06/30/2023
Carson Advisory Inc.2,001$227 06/30/2023
     IVE2,001$227 06/30/2023
LFA Lugano Financial Advisors SA1,400$226 06/30/2023
     IVE1,400$226 06/30/2023
Hazlett Burt & Watson Inc.1,386$224 06/30/2023
     IVE1,386$224 06/30/2023
Barrett & Company Inc.1,388$224 06/30/2023
     IVE1,388$224 06/30/2023
Pathstone Family Office LLC1,392$224 06/30/2023
     IVE1,392$224 06/30/2023
Gerber Kawasaki Wealth & Investment Management1,387$224 06/30/2023
     IVE1,387$224 06/30/2023
Beacon Financial Planning Inc.1,390$224 06/30/2023
     IVE1,390$224 06/30/2023
Baystate Wealth Management LLC1,375$222 06/30/2023
     IVE1,375$222 06/30/2023
Evermay Wealth Management LLC1,372$221 06/30/2023
     IVE1,372$221 06/30/2023
Ballast Advisors LLC1,368$221 06/30/2023
     IVE1,368$221 06/30/2023
Bard Financial Services Inc.1,370$221 06/30/2023
     IVE1,370$221 06/30/2023
Fisher Asset Management LLC1,362$220 06/30/2023
     IVE1,362$220 06/30/2023
Hills Bank & Trust Co1,365$220 06/30/2023
     IVE1,365$220 06/30/2023
Vertex Planning Partners LLC1,361$219 06/30/2023
     IVE1,361$219 06/30/2023
Newman Dignan & Sheerar Inc.1,353$218 06/30/2023
     IVE1,353$218 06/30/2023
West Branch Capital LLC1,355$218 06/30/2023
     IVE1,355$218 06/30/2023
JTC Employer Solutions Trusteee Ltd1,353$218 06/30/2023
     IVE1,353$218 06/30/2023
Portside Wealth Group LLC1,354$218 06/30/2023
     IVE1,354$218 06/30/2023
Venturi Wealth Management LLC1,345$217 06/30/2023
     IVE1,345$217 06/30/2023
PSI Advisors LLC1,345$217 06/30/2023
     IVE1,345$217 06/30/2023
Wealth Management Solutions LLC1,348$217 06/30/2023
     IVE1,348$217 06/30/2023
TrinityPoint Wealth LLC1,338$216 06/30/2023
     IVE1,338$216 06/30/2023
Fee Only Financial Planning L.C.1,332$215 06/30/2023
     IVE1,332$215 06/30/2023
XML Financial LLC1,331$214 06/30/2023
     IVE1,331$214 06/30/2023
Kerntke Otto McGlone Wealth Management Group1,324$214 06/30/2023
     IVE1,324$214 06/30/2023
Garden State Investment Advisory Services LLC1,330$214 06/30/2023
     IVE1,330$214 06/30/2023
Fort Pitt Capital Group LLC1,322$213 06/30/2023
     IVE1,322$213 06/30/2023
Wealth Advisors of Tampa Bay LLC1,321$213 06/30/2023
     IVE1,321$213 06/30/2023
Covenant Partners LLC1,316$212 06/30/2023
     IVE1,316$212 06/30/2023
Coston McIsaac & Partners $212 06/30/2023
     EQUITY FUNDS375$195 06/30/2023
     IVE107$17 06/30/2023
Vantage Financial Partners Ltd. Inc.1,300$210 06/30/2023
     IVE1,300$210 06/30/2023
RHS Financial LLC1,302$210 06/30/2023
     IVE1,302$210 06/30/2023
Parsec Financial Management Inc.1,383$210 03/31/2023
     IVE1,383$210 03/31/2023
Sugarloaf Wealth Management LLC1,294$209 06/30/2023
     IVE1,294$209 06/30/2023
Good Life Advisors LLC1,295$209 06/30/2023
     IVE1,295$209 06/30/2023
Carmichael Hill & Associates Inc.1,296$209 06/30/2023
     IVE1,296$209 06/30/2023
Beacon Bridge Wealth Partners LLC1,299$209 06/30/2023
     IVE1,299$209 06/30/2023
Cora Capital Advisors LLC1,292$208 06/30/2023
     IVE1,292$208 06/30/2023
Kovack Advisors Inc.1,282$207 06/30/2023
     IVE1,282$207 06/30/2023
Adviser Investments LLC1,277$206 06/30/2023
     IVE1,277$206 06/30/2023
High Falls Advisors Inc1,273$205 06/30/2023
     IVE1,273$205 06/30/2023
Founders Capital Management1,267$204 06/30/2023
     IVE1,267$204 06/30/2023
Planned Solutions Inc.1,267$204 06/30/2023
     IVE1,267$204 06/30/2023
Romano Brothers AND Company1,257$203 06/30/2023
     IVE1,257$203 06/30/2023
Fulton Bank N.A.1,258$203 06/30/2023
     IVE1,258$203 06/30/2023
Busey Wealth Management1,262$203 06/30/2023
     IVE1,262$203 06/30/2023
Icon Wealth Partners LLC1,323$201 03/31/2023
     IVE1,323$201 03/31/2023
Sage Financial Group Inc.1,241$200 06/30/2023
     IVE1,241$200 06/30/2023
HM Payson & Co.1,191$192 06/30/2023
     IVE1,191$192 06/30/2023
Atlas Capital Advisors LLC1,186$191 06/30/2023
     IVE1,186$191 06/30/2023
TCTC Holdings LLC1,175$189 06/30/2023
     IVE1,175$189 06/30/2023
Lazard Asset Management LLC1,150$185 06/30/2023
     IVE1,150$185 06/30/2023
Macroview Investment Management LLC1,131$182 06/30/2023
     IVE1,131$182 06/30/2023
Trust Co. of Vermont1,079$174 06/30/2023
     IVE1,079$174 06/30/2023
Sound Income Strategies LLC1,080$174 06/30/2023
     IVE1,080$174 06/30/2023
Atlantic Private Wealth LLC1,054$170 06/30/2023
     IVE1,054$170 06/30/2023
Hallmark Capital Management Inc.1,026$165 06/30/2023
     IVE1,026$165 06/30/2023
Qube Research & Technologies Ltd787$163 06/30/2023
     IVE787$163 06/30/2023
Armstrong Advisory Group Inc.1,012$163 06/30/2023
     IVE1,012$163 06/30/2023
LeJeune Puetz Investment Counsel LLC1,075$163 03/31/2023
     IVE1,075$163 03/31/2023
Edmond DE Rothschild Holding S.A.1,000$161 06/30/2023
     IVE1,000$161 06/30/2023
Mine & Arao Wealth Creation & Management LLC.992$160 06/30/2023
     IVE992$160 06/30/2023
ZRC Wealth Management LLC965$156 06/30/2023
     IVE965$156 06/30/2023
VisionPoint Advisory Group LLC945$152 06/30/2023
     IVE945$152 06/30/2023
ORG Partners LLC943$152 06/30/2023
     IVE943$152 06/30/2023
Webster Bank N. A.898$145 06/30/2023
     IVE898$145 06/30/2023
Mechanics Financial Corp895$144 06/30/2023
     IVE895$144 06/30/2023
Hollencrest Capital Management885$143 06/30/2023
     IVE885$143 06/30/2023
Founders Financial Alliance LLC859$138 06/30/2023
     IVE859$138 06/30/2023
Provident Wealth Management LLC852$137 06/30/2023
     IVE852$137 06/30/2023
First PREMIER Bank817$132 06/30/2023
     IVE817$132 06/30/2023
LGT Financial Advisors LLC813$131 06/30/2023
     IVE813$131 06/30/2023
O Dell Group LLC800$129 06/30/2023
     IVE800$129 06/30/2023
Rosenberg Matthew Hamilton783$126 06/30/2023
     IVE783$126 06/30/2023
Private Ocean LLC777$125 06/30/2023
     IVE777$125 06/30/2023
Raleigh Capital Management Inc.766$124 06/30/2023
     IVE766$124 06/30/2023
Legacy Bridge LLC701$113 06/30/2023
     IVE701$113 06/30/2023
Colonial Trust Co SC684$110 06/30/2023
     IVE684$110 06/30/2023
City State Bank676$109 06/30/2023
     IVE676$109 06/30/2023
Crewe Advisors LLC666$107 06/30/2023
     IVE666$107 06/30/2023
Assetmark Inc.659$106 06/30/2023
     IVE659$106 06/30/2023
Pittenger & Anderson Inc.650$105 06/30/2023
     IVE650$105 06/30/2023
Mascoma Wealth Management LLC638$105 06/30/2023
     IVE638$105 06/30/2023
Kistler Tiffany Companies LLC637$103 06/30/2023
     IVE637$103 06/30/2023
Western Pacific Wealth Management LP631$102 06/30/2023
     IVE631$102 06/30/2023
Tompkins Financial Corp619$100 06/30/2023
     IVE619$100 06/30/2023
Retirement Group LLC609$98 06/30/2023
     IVE609$98 06/30/2023
BerganKDV Wealth Management LLC604$97 06/30/2023
     IVE604$97 06/30/2023
25 LLC569$94 06/30/2023
     IVE569$94 06/30/2023
Householder Group Estate & Retirement Specialist LLC617$94 03/31/2023
     IVE617$94 03/31/2023
Archer Investment Corp539$87 06/30/2023
     IVE539$87 06/30/2023
Creative Financial Designs Inc. ADV521$84 06/30/2023
     IVE521$84 06/30/2023
Clearview Wealth Advisors LLC509$82 06/30/2023
     IVE509$82 06/30/2023
ST Germain D J Co. Inc.501$81 06/30/2023
     IVE501$81 06/30/2023
Ameliora Wealth Management Ltd.500$81 06/30/2023
     IVE500$81 06/30/2023
TD Capital Management LLC485$78 06/30/2023
     IVE485$78 06/30/2023
Optimum Investment Advisors450$73 06/30/2023
     IVE450$73 06/30/2023
Strategic Investment Solutions Inc. IL477$73 06/30/2023
     IVE477$73 06/30/2023
GPS Wealth Strategies Group LLC439$71 06/30/2023
     IVE439$71 06/30/2023
Rise Advisors LLC437$71 06/30/2023
     IVE437$71 06/30/2023
Aptus Capital Advisors LLC402$65 06/30/2023
     IVE402$65 06/30/2023
Sage Mountain Advisors LLC376$61 06/30/2023
     IVE376$61 06/30/2023
Insight Inv LLC376$61 06/30/2023
     IVE376$61 06/30/2023
CoreFirst Bank & Trust355$57 06/30/2023
     IVE355$57 06/30/2023
Mcmillion Capital Management Inc.315$51 06/30/2023
     IVE315$51 06/30/2023
Blue Bell Private Wealth Management LLC317$51 06/30/2023
     IVE317$51 06/30/2023
Oakworth Capital Inc.318$51 06/30/2023
     IVE318$51 06/30/2023
Clear Perspectives Financial Planning LLC336$51 03/31/2023
     IVE336$51 03/31/2023
Knuff & Co LLC296$48 06/30/2023
     IVE296$48 06/30/2023
Coppell Advisory Solutions LLC303$48 06/30/2023
     IVE303$48 06/30/2023
Rice Partnership LLC292$47 06/30/2023
     IVE292$47 06/30/2023
First Manhattan Co.288$46 06/30/2023
     IVE288$46 06/30/2023
JNBA Financial Advisors287$46 06/30/2023
     IVE287$46 06/30/2023
Concord Wealth Partners272$44 06/30/2023
     IVE272$44 06/30/2023
Oak Harbor Wealth Partners LLC271$44 06/30/2023
     IVE271$44 06/30/2023
PrairieView Partners LLC262$42 06/30/2023
     IVE262$42 06/30/2023
JJJ Advisors Inc.246$40 06/30/2023
     IVE246$40 06/30/2023
HHM Wealth Advisors LLC247$40 06/30/2023
     IVE247$40 06/30/2023
Ironwood Wealth Management LLC.243$39 06/30/2023
     IVE243$39 06/30/2023
Avion Wealth232$37 06/30/2023
     IVE232$37 06/30/2023
Addison Advisors LLC227$37 06/30/2023
     IVE227$37 06/30/2023
Rain Capital Management LLC222$36 06/30/2023
     IVE222$36 06/30/2023
McIlrath & Eck LLC225$36 06/30/2023
     IVE225$36 06/30/2023
Taddei Ludwig & Associates Inc.222$36 06/30/2023
     IVE222$36 06/30/2023
Kayne Anderson Rudnick Investment Management LLC215$35 06/30/2023
     IVE215$35 06/30/2023
Focused Wealth Management Inc213$34 06/30/2023
     IVE213$34 06/30/2023
Independence Bank of Kentucky212$34 06/30/2023
     IVE212$34 06/30/2023
Register Financial Advisors LLC209$34 06/30/2023
     IVE209$34 06/30/2023
Cherry Tree Wealth Management LLC212$34 06/30/2023
     IVE212$34 06/30/2023
Northwest Investment Counselors LLC206$33 06/30/2023
     IVE206$33 06/30/2023
Duncker Streett & Co. Inc.200$32 06/30/2023
     IVE200$32 06/30/2023
Coastal Capital Group Inc.200$32 06/30/2023
     IVE200$32 06/30/2023
WASHINGTON TRUST Co175$28 06/30/2023
     IVE175$28 06/30/2023
Colony Family Offices LLC175$28 06/30/2023
     IVE175$28 06/30/2023
Financial Gravity Asset Management Inc.157$25 06/30/2023
     IVE157$25 06/30/2023
Lumature Wealth Partners LLC156$25 06/30/2023
     IVE156$25 06/30/2023
Securian Asset Management Inc150$24 06/30/2023
     IVE150$24 06/30/2023
Lowe Wealth Advisors LLC145$23 06/30/2023
     IVE145$23 06/30/2023
Safeguard Financial LLC144$23 06/30/2023
     IVE144$23 06/30/2023
Headlands Technologies LLC138$22 06/30/2023
     IVE138$22 06/30/2023
Colonial Trust Advisors132$21 06/30/2023
     IVE132$21 06/30/2023
Pin Oak Investment Advisors Inc.125$20 06/30/2023
     IVE125$20 06/30/2023
Versant Capital Management Inc123$20 06/30/2023
     IVE123$20 06/30/2023
Beacon Capital Management LLC115$19 06/30/2023
     IVE115$19 06/30/2023
Brandywine Global Investment Management LLC110$18 06/30/2023
     IVE110$18 06/30/2023
Ridgewood Investments LLC109$18 06/30/2023
     IVE109$18 06/30/2023
Red Tortoise LLC110$18 06/30/2023
     IVE110$18 06/30/2023
Gradient Investments LLC103$17 06/30/2023
     IVE103$17 06/30/2023
Ambassador Advisors LLC104$17 06/30/2023
     IVE104$17 06/30/2023
Nomura Asset Management Co. Ltd.100$16 06/30/2023
     IVE100$16 06/30/2023
WFA of San Diego LLC100$16 06/30/2023
     IVE100$16 06/30/2023
Lansing Street Advisors102$16 06/30/2023
     IVE102$16 06/30/2023
Quintet Private Bank Europe S.A.148$16 06/30/2023
     IVE148$16 06/30/2023
Hartford Financial Management Inc.94$15 06/30/2023
     IVE94$15 06/30/2023
DB Fitzpatrick & Co Inc95$15 06/30/2023
     IVE95$15 06/30/2023
EverSource Wealth Advisors LLC87$14 06/30/2023
     IVE87$14 06/30/2023
Studio Investment Management LLC78$13 06/30/2023
     IVE78$13 06/30/2023
NewSquare Capital LLC72$12 06/30/2023
     IVE72$12 06/30/2023
Horan Securities Inc.75$12 06/30/2023
     IVE75$12 06/30/2023
Newbridge Financial Services Group Inc.72$12 06/30/2023
     IVE72$12 06/30/2023
ICA Group Wealth Management LLC77$12 06/30/2023
     IVE77$12 06/30/2023
Impact Partnership Wealth LLC73$12 06/30/2023
     IVE73$12 06/30/2023
Toth Financial Advisory Corp71$11 06/30/2023
     IVE71$11 06/30/2023
Front Row Advisors LLC70$11 06/30/2023
     IVE70$11 06/30/2023
Field & Main Bank61$10 06/30/2023
     IVE61$10 06/30/2023
FinTrust Capital Advisors LLC60$9 06/30/2023
     IVE60$9 06/30/2023
Peachtree Investment Partners LLC56$9 06/30/2023
     IVE56$9 06/30/2023
Tilia Fiduciary Partners Inc.50$8 06/30/2023
     IVE50$8 06/30/2023
Eukles Asset Management41$7 06/30/2023
     IVE41$7 06/30/2023
M&R Capital Management Inc.35$6 06/30/2023
     IVE35$6 06/30/2023
New Millennium Group LLC37$6 06/30/2023
     IVE37$6 06/30/2023
Valley National Advisers Inc.25$5 06/30/2023
     IVE25$5 06/30/2023
Resources Management Corp CT ADV24$4 06/30/2023
     IVE24$4 06/30/2023
CarsonAllaria Wealth Management Ltd.25$4 06/30/2023
     IVE25$4 06/30/2023
Nemes Rush Group LLC24$4 06/30/2023
     IVE24$4 06/30/2023
Iron Horse Wealth Management LLC20$3 06/30/2023
     IVE20$3 06/30/2023
Allspring Global Investments Holdings LLC20$3 06/30/2023
     IVE20$3 06/30/2023
Richard W. Paul & Associates LLC17$3 06/30/2023
     IVE17$3 06/30/2023
Townsend Asset Management Corp NC ADV10$2 06/30/2023
     IVE10$2 06/30/2023
Islay Capital Management LLC14$2 06/30/2023
     IVE14$2 06/30/2023
Russell Investments Group Ltd.4$1 06/30/2023
     IVE4$1 06/30/2023
Artemis Wealth Advisors LLC8$1 06/30/2023
     IVE8$1 06/30/2023
Harvest Group Wealth Management LLC5$1 03/31/2023
     IVE5$1 03/31/2023
Armor Investment Advisors LLC1$0 06/30/2023
     IVE1$0 06/30/2023
Atticus Wealth Management LLC0$0 06/30/2023
     IVE0$0 06/30/2023
Oliver Lagore Vanvalin Investment Group2$0 06/30/2023
     IVE2$0 06/30/2023
Farther Finance Advisors LLC2$0 06/30/2023
     IVE2$0 06/30/2023

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

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