HoldingsChannel.com
Funds Holding IWO

On this page, we present all of the funds holding IWO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IWO, with a link to that fund's top holdings. The next columns indicate the amount of IWO stock held by each of the funds holding IWO, followed by the IWO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 923 funds holding IWO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding IWO), click the fund name in the "Holder" column of the funds-holding-IWO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley3,339,712$842,342 12/31/2023
     IWO3,339,712$842,342 12/31/2023
Bank of America Corp DE3,262,060$822,757 12/31/2023
     IWO3,262,060$822,757 12/31/2023
Barings LLC1,505,250$379,654 12/31/2023
     IWO1,505,250$379,654 12/31/2023
TIAA Trust National Association1,343,561$338,873 12/31/2023
     IWO1,343,561$338,873 12/31/2023
Envestnet Asset Management Inc.1,108,247$279,522 12/31/2023
     IWO1,108,247$279,522 12/31/2023
Wells Fargo & Company MN976,557$246,307 12/31/2023
     IWO976,557$246,307 12/31/2023
Cassaday & Co Wealth Management LLC822,438$207,435 12/31/2023
     IWO822,438$207,435 12/31/2023
Goldman Sachs Group Inc.714,572$180,229 12/31/2023
     IWO714,572$180,229 12/31/2023
Commonwealth Equity Services LLC697,063$175,813 12/31/2023
     IWO697,063$175,813 12/31/2023
The PNC Financial Services Group Inc.679,883$171,480 12/31/2023
     IWO679,883$171,480 12/31/2023
Cohen Klingenstein LLC555,790$150,508 03/31/2024
     IWO555,790$150,508 03/31/2024
UBS Group AG543,888$137,179 12/31/2023
     IWO543,888$137,179 12/31/2023
Alliancebernstein L.P.463,435$116,888 12/31/2023
     IWO463,435$116,888 12/31/2023
US Bancorp DE452,711$114,183 12/31/2023
     IWO452,711$114,183 12/31/2023
D.A. Davidson & CO.452,048$114,016 12/31/2023
     IWO452,048$114,016 12/31/2023
M&T Bank Corp445,110$112,265 12/31/2023
     IWO445,110$112,265 12/31/2023
Northern Trust Corp437,255$110,284 12/31/2023
     IWO437,255$110,284 12/31/2023
JPMorgan Chase & Co.405,032$102,157 12/31/2023
     IWO405,032$102,157 12/31/2023
Royal Bank of Canada394,788$99,574 12/31/2023
     IWO394,788$99,574 12/31/2023
LPL Financial LLC362,949$91,543 12/31/2023
     IWO362,949$91,543 12/31/2023
Charles Schwab Investment Management Inc.340,164$85,796 12/31/2023
     IWO340,164$85,796 12/31/2023
Raymond James & Associates311,272$84,292 03/31/2024
     IWO311,272$84,292 03/31/2024
Financial Engines Advisors L.L.C.324,097$81,744 12/31/2023
     IWO324,097$81,744 12/31/2023
FMR LLC310,611$78,342 12/31/2023
     IWO310,611$78,342 12/31/2023
Commerce Bank280,600$70,773 12/31/2023
     IWO280,600$70,773 12/31/2023
Bank of New York Mellon Corp237,795$64,395 03/31/2024
     IWO237,795$64,395 03/31/2024
Sei Investments Co.214,160$54,014 12/31/2023
     IWO214,160$54,014 12/31/2023
Badgley Phelps Wealth Managers LLC195,597$49,334 12/31/2023
     IWO195,597$49,334 12/31/2023
Brown Advisory Inc.179,259$48,543 03/31/2024
     IWO179,259$48,543 03/31/2024
Alaska Permanent Fund Corp176,576$47,817 03/31/2024
     IWO176,576$47,817 03/31/2024
Wealth Enhancement Advisory Services LLC174,775$47,329 03/31/2024
     IWO174,775$47,329 03/31/2024
Creative Planning183,717$46,337 12/31/2023
     IWO183,717$46,337 12/31/2023
Northwestern Mutual Wealth Management Co.170,056$42,900 12/31/2023
     IWO170,056$42,900 12/31/2023
Cresset Asset Management LLC168,665$42,541 12/31/2023
     IWO168,665$42,541 12/31/2023
Raymond James Financial Services Advisors Inc.151,034$40,900 03/31/2024
     IWO151,034$40,900 03/31/2024
Cetera Advisor Networks LLC157,069$39,616 12/31/2023
     IWO157,069$39,616 12/31/2023
Keybank National Association OH156,251$39,410 12/31/2023
     IWO156,251$39,410 12/31/2023
Truist Financial Corp154,807$39,045 12/31/2023
     IWO154,807$39,045 12/31/2023
CI Private Wealth LLC151,088$38,107 12/31/2023
     IWO151,088$38,107 12/31/2023
Wellington Management Group LLP147,678$37,247 12/31/2023
     IWO147,678$37,247 12/31/2023
Susquehanna International Group LLP $36,701 12/31/2023
     IWO128,314$32,363 12/31/2023
     Call127,500$32,158 12/31/2023
     Put110,300$27,820 12/31/2023
Shepherd Financial Partners LLC130,364$35,305 03/31/2024
     IWO130,364$35,305 03/31/2024
Silvercrest Asset Management Group LLC134,160$33,838 12/31/2023
     IWO134,160$33,838 12/31/2023
Advisor Group Holdings Inc.133,423$33,648 12/31/2023
     IWO133,423$33,648 12/31/2023
BNP Paribas Arbitrage SA133,102$33,571 12/31/2023
     IWO133,102$33,571 12/31/2023
Pacific Life Fund Advisors LLC123,932$33,561 03/31/2024
     IWO123,932$33,561 03/31/2024
Orion Portfolio Solutions LLC133,009$32,920 12/31/2023
     IWO133,009$32,920 12/31/2023
Honkamp Krueger Financial Services Inc.129,712$32,716 12/31/2023
     IWO129,712$32,716 12/31/2023
Ameriprise Financial Inc.108,068$27,254 12/31/2023
     IWO108,068$27,254 12/31/2023
Citigroup Inc.107,486$27,110 12/31/2023
     IWO107,486$27,110 12/31/2023
Fort Washington Investment Advisors Inc. OH105,534$26,618 03/31/2024
     IWO105,534$26,618 03/31/2024
RSM US Wealth Management LLC104,651$26,395 12/31/2023
     IWO104,651$26,395 12/31/2023
CSM Advisors LLC104,000$26,231 12/31/2023
     IWO104,000$26,231 12/31/2023
NSI Retail Advisors LLC104,000$26,231 12/31/2023
     IWO104,000$26,231 12/31/2023
Stephens Inc. AR100,872$25,442 12/31/2023
     IWO100,872$25,442 12/31/2023
Rockefeller Capital Management L.P.98,801$24,920 12/31/2023
     IWO98,801$24,920 12/31/2023
Waldron Private Wealth LLC95,741$24,147 12/31/2023
     IWO95,741$24,147 12/31/2023
Twin Tree Management LP95,114$23,990 12/31/2023
     IWO95,114$23,990 12/31/2023
MAI Capital Management94,269$23,777 12/31/2023
     IWO94,269$23,777 12/31/2023
TimesSquare Capital Management LLC93,780$23,653 12/31/2023
     IWO93,780$23,653 12/31/2023
Pathstone Holdings LLC93,326$23,539 12/31/2023
     IWO93,326$23,539 12/31/2023
Captrust Financial Advisors91,670$23,121 12/31/2023
     IWO91,670$23,121 12/31/2023
Weiss Asset Management LP90,116$22,729 12/31/2023
     IWO90,116$22,729 12/31/2023
Cetera Investment Advisers88,781$22,392 12/31/2023
     IWO88,781$22,392 12/31/2023
Fiera Capital Corp88,715$22,376 12/31/2023
     IWO88,715$22,376 12/31/2023
HighTower Advisors LLC $22,209 12/31/2023
     IWO88,649$22,390 12/31/2023
     Put4,200$181 12/31/2023
Stifel Financial Corp86,192$21,745 12/31/2023
     IWO86,192$21,745 12/31/2023
Moneta Group Investment Advisors LLC84,474$21,306 12/31/2023
     IWO84,474$21,306 12/31/2023
SRS Capital Advisors Inc.84,126$21,218 12/31/2023
     IWO84,126$21,218 12/31/2023
Baird Financial Group Inc.82,235$20,741 12/31/2023
     IWO82,235$20,741 12/31/2023
Bank of Montreal Can77,655$19,939 12/31/2023
     IWO77,655$19,939 12/31/2023
Comerica Bank75,210$18,969 12/31/2023
     IWO75,210$18,969 12/31/2023
Healthcare of Ontario Pension Plan Trust Fund75,097$18,941 12/31/2023
     IWO75,097$18,941 12/31/2023
AE Wealth Management LLC74,113$18,290 12/31/2023
     IWO74,113$18,290 12/31/2023
Crestone Asset Management LLC67,326$18,232 03/31/2024
     IWO67,326$18,232 03/31/2024
BlackRock Inc.71,321$17,989 12/31/2023
     IWO71,321$17,989 12/31/2023
VAUGHAN & Co SECURITIES INC.70,406$17,758 12/31/2023
     IWO70,406$17,758 12/31/2023
Covenant Partners LLC68,601$17,302 12/31/2023
     IWO68,601$17,302 12/31/2023
Macquarie Group Ltd.67,204$16,950 12/31/2023
     IWO67,204$16,950 12/31/2023
Barclays PLC65,711$16,574 12/31/2023
     IWO65,711$16,574 12/31/2023
Mariner LLC63,412$15,994 12/31/2023
     IWO63,412$15,994 12/31/2023
Janney Montgomery Scott LLC63,273$15,959 12/31/2023
     IWO63,273$15,959 12/31/2023
MML Investors Services LLC63,114$15,919 12/31/2023
     IWO63,114$15,919 12/31/2023
Geneva Capital Management LLC62,051$15,651 12/31/2023
     IWO62,051$15,651 12/31/2023
Kestra Advisory Services LLC61,056$15,400 12/31/2023
     IWO61,056$15,400 12/31/2023
Flaharty Asset Management LLC60,666$15,301 12/31/2023
     IWO60,666$15,301 12/31/2023
Geller Advisors LLC58,850$14,843 12/31/2023
     IWO58,850$14,843 12/31/2023
Fifth Third Bancorp54,793$14,838 03/31/2024
     IWO54,793$14,838 03/31/2024
AMG National Trust Bank55,653$14,037 12/31/2023
     IWO55,653$14,037 12/31/2023
Cerity Partners LLC55,074$13,891 12/31/2023
     IWO55,074$13,891 12/31/2023
Wade G W & Inc.54,894$13,845 12/31/2023
     IWO54,894$13,845 12/31/2023
Prudential Financial Inc.53,450$13,481 12/31/2023
     IWO53,450$13,481 12/31/2023
HRT Financial LP52,774$13,310 12/31/2023
     IWO52,774$13,310 12/31/2023
Cetera Advisors LLC52,340$13,201 12/31/2023
     IWO52,340$13,201 12/31/2023
CHURCHILL MANAGEMENT Corp48,658$13,176 03/31/2024
     IWO48,658$13,176 03/31/2024
First Horizon Advisors Inc.48,284$13,075 03/31/2024
     IWO48,284$13,075 03/31/2024
BW Gestao de Investimentos Ltda.51,820$13,070 12/31/2023
     IWO51,820$13,070 12/31/2023
Axiom International Investors LLC DE50,400$12,712 12/31/2023
     IWO50,400$12,712 12/31/2023
RTD Financial Advisors Inc.46,200$12,511 03/31/2024
     IWO46,200$12,511 03/31/2024
Courier Capital LLC44,495$12,049 03/31/2024
     IWO44,495$12,049 03/31/2024
Synovus Financial Corp47,233$11,916 12/31/2023
     IWO47,233$11,916 12/31/2023
Duff & Phelps Investment Management Co.46,870$11,822 12/31/2023
     IWO46,870$11,822 12/31/2023
Citadel Advisors LLC $11,691 12/31/2023
     Call49,400$12,460 12/31/2023
     Put19,200$4,843 12/31/2023
     IWO16,153$4,074 12/31/2023
LMG Wealth Partners LLC45,066$11,367 12/31/2023
     IWO45,066$11,367 12/31/2023
Kettle Hill Capital Management LLC43,102$10,871 12/31/2023
     IWO43,102$10,871 12/31/2023
MMA Asset Management LLC42,122$10,826 12/31/2023
     IWO42,122$10,826 12/31/2023
William Blair Investment Management LLC42,745$10,781 12/31/2023
     IWO42,745$10,781 12/31/2023
Strategic Wealth Partners Group LLC40,334$10,173 12/31/2023
     IWO40,334$10,173 12/31/2023
Powell Investment Advisors LLC37,449$10,141 03/31/2024
     IWO37,449$10,141 03/31/2024
Kayne Anderson Rudnick Investment Management LLC40,021$10,099 12/31/2023
     IWO40,021$10,099 12/31/2023
Hillcrest Wealth Advisors NY LLC36,150$9,789 03/31/2024
     IWO36,150$9,789 03/31/2024
Blair William & Co. IL38,431$9,693 12/31/2023
     IWO38,431$9,693 12/31/2023
Whittier Trust Co. of Nevada Inc.37,789$9,531 12/31/2023
     IWO37,789$9,531 12/31/2023
Erickson Financial Group LLC36,632$9,239 12/31/2023
     IWO36,632$9,239 12/31/2023
Congress Wealth Management LLC DE 33,479$9,067 03/31/2024
     IWO33,479$9,067 03/31/2024
Clark Capital Management Group Inc.35,672$8,997 12/31/2023
     IWO35,672$8,997 12/31/2023
STA Wealth Management LLC35,461$8,944 12/31/2023
     IWO35,461$8,944 12/31/2023
GWM Advisors LLC35,054$8,739 12/31/2023
     IWO35,054$8,739 12/31/2023
Quent Capital LLC34,473$8,695 12/31/2023
     IWO34,473$8,695 12/31/2023
Steward Partners Investment Advisory LLC33,995$8,574 12/31/2023
     IWO33,995$8,574 12/31/2023
Jones Financial Companies Lllp33,730$8,507 12/31/2023
     IWO33,730$8,507 12/31/2023
FSA Wealth Management LLC33,223$8,379 12/31/2023
     IWO33,223$8,379 12/31/2023
Johnson Investment Counsel Inc.33,083$8,344 12/31/2023
     IWO33,083$8,344 12/31/2023
One Capital Management LLC32,627$8,229 12/31/2023
     IWO32,627$8,229 12/31/2023
Sontag Advisory LLC32,553$8,210 12/31/2023
     IWO32,553$8,210 12/31/2023
Tobias Financial Advisors Inc.32,161$8,112 12/31/2023
     IWO32,161$8,112 12/31/2023
Corundum Group Inc.29,723$8,049 03/31/2024
     IWO29,723$8,049 03/31/2024
Hsbc Holdings PLC30,877$7,788 12/31/2023
     IWO30,877$7,788 12/31/2023
Carolinas Wealth Consulting LLC30,468$7,685 12/31/2023
     IWO30,468$7,685 12/31/2023
NBW Capital LLC30,428$7,675 12/31/2023
     IWO30,428$7,675 12/31/2023
Modera Wealth Management LLC28,995$7,313 12/31/2023
     IWO28,995$7,313 12/31/2023
LBJ Family Wealth Advisors Ltd.26,343$7,134 03/31/2024
     IWO26,343$7,134 03/31/2024
Savant Capital LLC28,068$7,079 12/31/2023
     IWO28,068$7,079 12/31/2023
Oldfather Financial Services LLC25,946$7,026 03/31/2024
     IWO25,946$7,026 03/31/2024
Mechanics Bank Trust Department25,738$6,970 03/31/2024
     IWO25,738$6,970 03/31/2024
Sequent Asset Management LLC25,631$6,941 03/31/2024
     IWO25,631$6,941 03/31/2024
Cambridge Investment Research Advisors Inc.25,496$6,904 03/31/2024
     IWO25,496$6,904 03/31/2024
Mercer Global Advisors Inc. ADV27,102$6,836 12/31/2023
     IWO27,102$6,836 12/31/2023
Confluence Wealth Services Inc.25,028$6,778 03/31/2024
     IWO25,028$6,778 03/31/2024
BOKF NA25,558$6,446 12/31/2023
     IWO25,558$6,446 12/31/2023
Whittier Trust Co.25,044$6,317 12/31/2023
     IWO25,044$6,317 12/31/2023
EP Wealth Advisors LLC24,727$6,237 12/31/2023
     IWO24,727$6,237 12/31/2023
Team Hewins LLC23,558$5,942 12/31/2023
     IWO23,558$5,942 12/31/2023
Fiduciary Trust Co.23,540$5,937 12/31/2023
     IWO23,540$5,937 12/31/2023
Glenmede Trust Co. NA23,257$5,866 12/31/2023
     IWO23,257$5,866 12/31/2023
Tritonpoint Wealth LLC22,932$5,840 03/31/2024
     IWO22,932$5,840 03/31/2024
Cullen Frost Bankers Inc.22,884$5,772 12/31/2023
     IWO22,884$5,772 12/31/2023
Surience Private Wealth LLC22,805$5,752 12/31/2023
     IWO22,805$5,752 12/31/2023
Tower Research Capital LLC TRC 22,716$5,729 12/31/2023
     IWO22,716$5,729 12/31/2023
Stephens Group Asset Management LLC20,849$5,646 03/31/2024
     IWO20,849$5,646 03/31/2024
Noble Family Wealth LLC20,254$5,485 03/31/2024
     IWO20,254$5,485 03/31/2024
CIBC Private Wealth Group LLC21,584$5,444 12/31/2023
     IWO21,584$5,444 12/31/2023
Harbor Investment Advisory LLC19,947$5,402 03/31/2024
     IWO19,947$5,402 03/31/2024
Bishop & Co Investment Management LLC19,940$5,400 03/31/2024
     IWO19,940$5,400 03/31/2024
360 Financial Inc.21,161$5,337 12/31/2023
     IWO21,161$5,337 12/31/2023
Occidental Asset Management LLC19,335$5,236 03/31/2024
     IWO19,335$5,236 03/31/2024
Avantax Advisory Services Inc.19,656$4,958 12/31/2023
     IWO19,656$4,958 12/31/2023
Coldstream Capital Management Inc.19,512$4,921 12/31/2023
     IWO19,512$4,921 12/31/2023
Rodgers & Associates LTD19,314$4,871 12/31/2023
     IWO19,314$4,871 12/31/2023
Columbia Advisory Partners LLC17,475$4,732 03/31/2024
     IWO17,475$4,732 03/31/2024
Foundation Wealth Management LLC18,571$4,684 12/31/2023
     IWO18,571$4,684 12/31/2023
Farmers & Merchants Investments Inc.17,281$4,680 03/31/2024
     IWO17,281$4,680 03/31/2024
Principal Financial Group Inc.18,250$4,603 12/31/2023
     IWO18,250$4,603 12/31/2023
XML Financial LLC18,191$4,588 12/31/2023
     IWO18,191$4,588 12/31/2023
Kestra Private Wealth Services LLC18,129$4,572 12/31/2023
     IWO18,129$4,572 12/31/2023
Fred Alger Management LLC18,084$4,561 12/31/2023
     IWO18,084$4,561 12/31/2023
Boston Private Wealth LLC17,960$4,530 12/31/2023
     IWO17,960$4,530 12/31/2023
CWM LLC16,637$4,505 03/31/2024
     IWO16,637$4,505 03/31/2024
Simon Quick Advisors LLC16,369$4,433 03/31/2024
     IWO16,369$4,433 03/31/2024
Franklin Resources Inc.17,530$4,421 12/31/2023
     IWO17,530$4,421 12/31/2023
Larson Financial Group LLC17,514$4,417 12/31/2023
     IWO17,514$4,417 12/31/2023
Crescent Grove Advisors LLC17,423$4,394 12/31/2023
     IWO17,423$4,394 12/31/2023
Lowery Thomas LLC17,363$4,379 12/31/2023
     IWO17,363$4,379 12/31/2023
Oppenheimer & Co. Inc.16,469$4,154 12/31/2023
     IWO16,469$4,154 12/31/2023
Eagle Asset Management Inc.16,411$4,139 12/31/2023
     IWO16,411$4,139 12/31/2023
Idaho Trust Bank16,406$4,138 12/31/2023
     IWO16,406$4,138 12/31/2023
Quadrant Capital Group LLC16,321$4,116 12/31/2023
     IWO16,321$4,116 12/31/2023
HB Wealth Management LLC16,212$4,089 12/31/2023
     IWO16,212$4,089 12/31/2023
Oak Ridge Investments LLC16,035$4,044 12/31/2023
     IWO16,035$4,044 12/31/2023
Stock Yards Bank & Trust Co.15,828$3,992 12/31/2023
     IWO15,828$3,992 12/31/2023
Sand Hill Global Advisors LLC15,563$3,925 12/31/2023
     IWO15,563$3,925 12/31/2023
Welch & Forbes LLC15,175$3,827 12/31/2023
     IWO15,175$3,827 12/31/2023
Montecito Bank & Trust13,974$3,784 03/31/2024
     IWO13,974$3,784 03/31/2024
Corsair Capital Management L.P.15,000$3,783 12/31/2023
     IWO15,000$3,783 12/31/2023
Great Valley Advisor Group Inc.14,881$3,753 12/31/2023
     IWO14,881$3,753 12/31/2023
Pinnacle Associates Ltd.13,469$3,647 03/31/2024
     IWO13,469$3,647 03/31/2024
Equitable Holdings Inc.14,412$3,635 12/31/2023
     IWO14,412$3,635 12/31/2023
Raymond James Trust N.A.13,414$3,633 03/31/2024
     IWO13,414$3,633 03/31/2024
DT Investment Partners LLC14,493$3,615 12/31/2023
     IWO14,493$3,615 12/31/2023
Financial Counselors Inc.14,215$3,585 12/31/2023
     IWO14,215$3,585 12/31/2023
RK Capital Management LLC13,900$3,506 12/31/2023
     IWO13,900$3,506 12/31/2023
Green Square Capital Advisors LLC13,136$3,313 12/31/2023
     IWO13,136$3,313 12/31/2023
MV Capital Management Inc.12,075$3,270 03/31/2024
     IWO12,075$3,270 03/31/2024
Grey Fox Wealth Advisors LLC $3,239 03/31/2024
     IWO11,109$3,008 03/31/2024
     Mutual Fund9,575$231 03/31/2024
Two Sigma Advisers LP12,800$3,228 12/31/2023
     IWO12,800$3,228 12/31/2023
Atria Wealth Solutions Inc.12,724$3,209 12/31/2023
     IWO12,724$3,209 12/31/2023
Ariston Services Group11,810$3,198 03/31/2024
     IWO11,810$3,198 03/31/2024
RPg Family Wealth Advisory LLC12,580$3,173 12/31/2023
     IWO12,580$3,173 12/31/2023
Regions Financial Corp11,676$3,162 03/31/2024
     IWO11,676$3,162 03/31/2024
Parkside Financial Bank & Trust12,341$3,113 12/31/2023
     IWO12,341$3,113 12/31/2023
UBS Asset Management Americas Inc.12,300$3,102 12/31/2023
     IWO12,300$3,102 12/31/2023
Echo45 Advisors LLC11,164$3,023 03/31/2024
     IWO11,164$3,023 03/31/2024
Meeder Asset Management Inc.11,898$3,001 12/31/2023
     IWO11,898$3,001 12/31/2023
LGL Partners LLC11,771$2,969 12/31/2023
     IWO11,771$2,969 12/31/2023
Investment Partners LTD.10,932$2,960 03/31/2024
     IWO10,932$2,960 03/31/2024
Northern Oak Wealth Management Inc.11,734$2,960 12/31/2023
     IWO11,734$2,960 12/31/2023
AdvisorNet Financial Inc10,917$2,956 03/31/2024
     IWO10,917$2,956 03/31/2024
Jane Street Group LLC11,718$2,956 12/31/2023
     IWO11,718$2,956 12/31/2023
Zions Bancorporation N.A.11,685$2,947 12/31/2023
     IWO11,685$2,947 12/31/2023
Moody Lynn & Lieberson LLC10,799$2,924 03/31/2024
     IWO10,799$2,924 03/31/2024
St. Louis Trust Co11,449$2,888 12/31/2023
     IWO11,449$2,888 12/31/2023
Atlas Brown Inc.10,625$2,877 03/31/2024
     IWO10,625$2,877 03/31/2024
Stratos Wealth Partners LTD.10,601$2,871 03/31/2024
     IWO10,601$2,871 03/31/2024
First Commonwealth Financial Corp PA 11,038$2,784 12/31/2023
     IWO11,038$2,784 12/31/2023
Tompkins Financial Corp10,222$2,768 03/31/2024
     IWO10,222$2,768 03/31/2024
Sonata Capital Group Inc.10,441$2,634 12/31/2023
     IWO10,441$2,634 12/31/2023
MY Purposeful Wealth CORP.10,443$2,634 12/31/2023
     IWO10,443$2,634 12/31/2023
Brighton Jones LLC10,365$2,614 12/31/2023
     IWO10,365$2,614 12/31/2023
Nicholas Investment Partners LP10,169$2,565 12/31/2023
     IWO10,169$2,565 12/31/2023
Fifth Third Securities Inc.9,395$2,544 03/31/2024
     IWO9,395$2,544 03/31/2024
Relyea Zuckerberg Hanson LLC9,232$2,500 03/31/2024
     IWO9,232$2,500 03/31/2024
Neuberger Berman Group LLC9,884$2,493 12/31/2023
     IWO9,884$2,493 12/31/2023
Bare Financial Services Inc9,541$2,406 12/31/2023
     IWO9,541$2,406 12/31/2023
DHJJ Financial Advisors Ltd.8,859$2,399 03/31/2024
     IWO8,859$2,399 03/31/2024
Apollon Wealth Management LLC9,498$2,396 12/31/2023
     IWO9,498$2,396 12/31/2023
Huntington National Bank9,337$2,355 12/31/2023
     IWO9,337$2,355 12/31/2023
Vance Wealth Inc.9,324$2,352 12/31/2023
     IWO9,324$2,352 12/31/2023
Redwood Investments LLC9,175$2,326 12/31/2023
     IWO9,175$2,326 12/31/2023
Somerset Group LLC9,205$2,322 12/31/2023
     IWO9,205$2,322 12/31/2023
Bartlett & Co. LLC9,051$2,320 12/31/2023
     IWO9,051$2,320 12/31/2023
Bartlett & CO. Wealth Management LLC9,051$2,320 12/31/2023
     IWO9,051$2,320 12/31/2023
Alera Investment Advisors LLC9,145$2,307 12/31/2023
     IWO9,145$2,307 12/31/2023
Institute for Wealth Management LLC.9,039$2,280 12/31/2023
     IWO9,039$2,280 12/31/2023
Taylor Cottrill Erickson & Associates Inc.8,831$2,227 12/31/2023
     IWO8,831$2,227 12/31/2023
Fuller & Thaler Asset Management Inc.8,805$2,221 12/31/2023
     IWO8,805$2,221 12/31/2023
Private Advisor Group LLC8,806$2,221 12/31/2023
     IWO8,806$2,221 12/31/2023
Custom Index Systems LLC8,774$2,213 12/31/2023
     IWO8,774$2,213 12/31/2023
Vanguard Group Inc.8,766$2,211 12/31/2023
     IWO8,766$2,211 12/31/2023
Beacon Pointe Advisors LLC8,540$2,154 12/31/2023
     IWO8,540$2,154 12/31/2023
Snowden Capital Advisors LLC8,542$2,154 12/31/2023
     IWO8,542$2,154 12/31/2023
Park Avenue Securities LLC7,910$2,142 03/31/2024
     IWO7,910$2,142 03/31/2024
Rehmann Capital Advisory Group8,486$2,141 12/31/2023
     IWO8,486$2,141 12/31/2023
StrategIQ Financial Group LLC8,445$2,130 12/31/2023
     IWO8,445$2,130 12/31/2023
FMA Wealth Management LLC8,248$2,086 12/31/2023
     IWO8,248$2,086 12/31/2023
Visionary Wealth Advisors8,222$2,074 12/31/2023
     IWO8,222$2,074 12/31/2023
GW&K Investment Management LLC8,188$2,065 12/31/2023
     IWO8,188$2,065 12/31/2023
Chemung Canal Trust Co.7,609$2,061 03/31/2024
     IWO7,609$2,061 03/31/2024
United Capital Financial Advisers LLC8,072$2,036 12/31/2023
     IWO8,072$2,036 12/31/2023
Dorsey & Whitney Trust CO LLC8,020$2,023 12/31/2023
     IWO8,020$2,023 12/31/2023
Thrivent Financial for Lutherans7,910$1,995 12/31/2023
     IWO7,910$1,995 12/31/2023
Verus Capital Partners LLC7,778$1,962 12/31/2023
     IWO7,778$1,962 12/31/2023
Flow Traders U.S. LLC7,733$1,950 12/31/2023
     IWO7,733$1,950 12/31/2023
Fifth Third Wealth Advisors LLC7,080$1,917 03/31/2024
     IWO7,080$1,917 03/31/2024
Geneos Wealth Management Inc.7,580$1,912 12/31/2023
     IWO7,580$1,912 12/31/2023
UMB Bank N A MO7,025$1,902 03/31/2024
     IWO7,025$1,902 03/31/2024
Washington Trust Bank7,506$1,893 12/31/2023
     IWO7,506$1,893 12/31/2023
Cornerstone Wealth Advisors Inc.6,959$1,885 03/31/2024
     IWO6,959$1,885 03/31/2024
Opal Wealth Advisors LLC6,842$1,853 03/31/2024
     IWO6,842$1,853 03/31/2024
Wealthfront Advisers LLC6,799$1,841 03/31/2024
     IWO6,799$1,841 03/31/2024
jvl associates llc6,750$1,828 03/31/2024
     IWO6,750$1,828 03/31/2024
Buckingham Strategic Wealth LLC7,144$1,802 12/31/2023
     IWO7,144$1,802 12/31/2023
Summit Financial LLC6,618$1,792 03/31/2024
     IWO6,618$1,792 03/31/2024
Widmann Financial Services Inc.7,088$1,788 12/31/2023
     IWO7,088$1,788 12/31/2023
Marshall Financial Group Inc. ADV7,079$1,786 12/31/2023
     IWO7,079$1,786 12/31/2023
Prospera Financial Services Inc6,923$1,746 12/31/2023
     IWO6,923$1,746 12/31/2023
Riverbridge Partners LLC6,404$1,734 03/31/2024
     IWO6,404$1,734 03/31/2024
Ironwood Financial llc6,349$1,719 03/31/2024
     IWO6,349$1,719 03/31/2024
Carnegie Capital Asset Management LLC6,816$1,719 12/31/2023
     IWO6,816$1,719 12/31/2023
Luts & Greenleigh Group Inc.6,797$1,714 12/31/2023
     IWO6,797$1,714 12/31/2023
FineMark National Bank & Trust6,750$1,702 12/31/2023
     IWO6,750$1,702 12/31/2023
Connecticut Wealth Management LLC6,735$1,699 12/31/2023
     IWO6,735$1,699 12/31/2023
Balyasny Asset Management LLC6,646$1,676 12/31/2023
     IWO6,646$1,676 12/31/2023
Cutler Group LP $1,669 03/31/2024
     IWO6,153$1,666 03/31/2024
     Call100$3 03/31/2024
McKinley Carter Wealth Services Inc.6,142$1,663 03/31/2024
     IWO6,142$1,663 03/31/2024
Wealthcare Advisory Partners LLC6,129$1,660 03/31/2024
     IWO6,129$1,660 03/31/2024
Dakota Wealth Management6,114$1,656 03/31/2024
     IWO6,114$1,656 03/31/2024
Meridian Wealth Management LLC6,104$1,653 03/31/2024
     IWO6,104$1,653 03/31/2024
Price T Rowe Associates Inc. MD6,519$1,645 12/31/2023
     IWO6,519$1,645 12/31/2023
Highland Capital Management LLC6,494$1,638 12/31/2023
     IWO6,494$1,638 12/31/2023
Trust Point Inc.6,028$1,632 03/31/2024
     IWO6,028$1,632 03/31/2024
Oppenheimer Asset Management Inc.6,453$1,628 12/31/2023
     IWO6,453$1,628 12/31/2023
We Are One Seven LLC6,339$1,599 12/31/2023
     IWO6,339$1,599 12/31/2023
Legacy Bridge LLC5,900$1,598 03/31/2024
     IWO5,900$1,598 03/31/2024
McAdam LLC5,819$1,576 03/31/2024
     IWO5,819$1,576 03/31/2024
Change Path LLC6,118$1,543 12/31/2023
     IWO6,118$1,543 12/31/2023
Lincoln National Corp6,103$1,539 12/31/2023
     IWO6,103$1,539 12/31/2023
Foundations Investment Advisors LLC6,182$1,539 12/31/2023
     IWO6,182$1,539 12/31/2023
National Asset Management Inc.6,063$1,529 12/31/2023
     IWO6,063$1,529 12/31/2023
Haverford Trust Co.6,011$1,516 12/31/2023
     IWO6,011$1,516 12/31/2023
Total Wealth Planning LLC5,579$1,511 03/31/2024
     IWO5,579$1,511 03/31/2024
Texas Yale Capital Corp.5,990$1,511 12/31/2023
     IWO5,990$1,511 12/31/2023
First Light Asset Management LLC5,929$1,495 12/31/2023
     IWO5,929$1,495 12/31/2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA5,991$1,485 03/31/2024
     IWO5,991$1,485 03/31/2024
BTC Capital Management Inc.5,467$1,480 03/31/2024
     IWO5,467$1,480 03/31/2024
Country Club Bank GFN5,456$1,477 03/31/2024
     IWO5,456$1,477 03/31/2024
Eukles Asset Management5,848$1,475 12/31/2023
     IWO5,848$1,475 12/31/2023
J.W. Cole Advisors Inc.5,826$1,469 12/31/2023
     IWO5,826$1,469 12/31/2023
Shakespeare Wealth Management Inc.5,787$1,460 12/31/2023
     IWO5,787$1,460 12/31/2023
Ieq Capital LLC5,755$1,452 12/31/2023
     IWO5,755$1,452 12/31/2023
JMG Financial Group Ltd.5,744$1,449 12/31/2023
     IWO5,744$1,449 12/31/2023
Cobblestone Capital Advisors LLC NY5,697$1,437 12/31/2023
     IWO5,697$1,437 12/31/2023
Principal Securities Inc.5,608$1,414 12/31/2023
     IWO5,608$1,414 12/31/2023
MWA Asset Management5,557$1,402 12/31/2023
     IWO5,557$1,402 12/31/2023
Valeo Financial Advisors LLC5,550$1,394 03/31/2024
     IWO5,550$1,394 03/31/2024
Chatham Capital Group Inc.5,140$1,392 03/31/2024
     IWO5,140$1,392 03/31/2024
Spire Wealth Management5,133$1,390 03/31/2024
     IWO5,133$1,390 03/31/2024
Jefferies Financial Group Inc.5,484$1,383 12/31/2023
     IWO5,484$1,383 12/31/2023
Affinity Capital Advisors LLC5,024$1,361 03/31/2024
     IWO5,024$1,361 03/31/2024
Vawter Financial Ltd.5,307$1,338 12/31/2023
     IWO5,307$1,338 12/31/2023
Pier 88 Investment Partners LLC5,300$1,337 12/31/2023
     IWO5,300$1,337 12/31/2023
Jackson Grant Investment Advisers Inc.5,268$1,329 12/31/2023
     IWO5,268$1,329 12/31/2023
Rice Hall James & Associates LLC4,891$1,324 03/31/2024
     IWO4,891$1,324 03/31/2024
SilverOak Wealth Management LLC5,208$1,314 12/31/2023
     IWO5,208$1,314 12/31/2023
Simplicity Wealth LLC4,844$1,312 03/31/2024
     IWO4,844$1,312 03/31/2024
Jasper Ridge Partners L.P.5,145$1,298 12/31/2023
     IWO5,145$1,298 12/31/2023
Kennicott Capital Management LLC4,703$1,273 03/31/2024
     IWO4,703$1,273 03/31/2024
Lwmg LLC4,972$1,254 12/31/2023
     IWO4,972$1,254 12/31/2023
GSB Wealth Management LLC4,954$1,250 12/31/2023
     IWO4,954$1,250 12/31/2023
Lindbrook Capital LLC4,559$1,235 03/31/2024
     IWO4,559$1,235 03/31/2024
Carlson Capital Management4,501$1,219 03/31/2024
     IWO4,501$1,219 03/31/2024
Warren Averett Asset Management LLC4,813$1,214 12/31/2023
     IWO4,813$1,214 12/31/2023
Appleton Partners Inc. MA4,475$1,212 03/31/2024
     IWO4,475$1,212 03/31/2024
Sawtooth Solutions LLC4,802$1,211 12/31/2023
     IWO4,802$1,211 12/31/2023
Bleakley Financial Group LLC4,802$1,211 12/31/2023
     IWO4,802$1,211 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC4,793$1,209 12/31/2023
     IWO4,793$1,209 12/31/2023
TAP Consulting LLC4,462$1,208 03/31/2024
     IWO4,462$1,208 03/31/2024
Bragg Financial Advisors Inc4,755$1,199 12/31/2023
     IWO4,755$1,199 12/31/2023
Peapack Gladstone Financial Corp4,708$1,188 12/31/2023
     IWO4,708$1,188 12/31/2023
Park Place Capital Corp4,385$1,187 03/31/2024
     IWO4,385$1,187 03/31/2024
Atria Investments LLC4,626$1,167 12/31/2023
     IWO4,626$1,167 12/31/2023
Boston Family Office LLC4,602$1,161 12/31/2023
     IWO4,602$1,161 12/31/2023
Mather Group LLC.4,595$1,159 03/31/2024
     IWO4,595$1,159 03/31/2024
Midland Wealth Advisors LLC4,478$1,129 12/31/2023
     IWO4,478$1,129 12/31/2023
Allworth Financial LP4,157$1,126 03/31/2024
     IWO4,157$1,126 03/31/2024
AFT Forsyth & Company Inc.4,407$1,111 12/31/2023
     IWO4,407$1,111 12/31/2023
Ratio Wealth Group4,388$1,107 12/31/2023
     IWO4,388$1,107 12/31/2023
Brookstone Capital Management4,081$1,105 03/31/2024
     IWO4,081$1,105 03/31/2024
Insight 2811 Inc.4,352$1,098 12/31/2023
     IWO4,352$1,098 12/31/2023
Lane & Associates LLC4,009$1,086 03/31/2024
     IWO4,009$1,086 03/31/2024
Integrated Advisors Network LLC4,294$1,083 12/31/2023
     IWO4,294$1,083 12/31/2023
Townsquare Capital LLC4,210$1,062 12/31/2023
     IWO4,210$1,062 12/31/2023
Fulton Breakefield Broenniman LLC4,193$1,057 12/31/2023
     IWO4,193$1,057 12/31/2023
Tranquility Partners LLC4,178$1,054 12/31/2023
     IWO4,178$1,054 12/31/2023
First Foundation Advisors4,171$1,052 12/31/2023
     IWO4,171$1,052 12/31/2023
Renasant Bank4,155$1,048 12/31/2023
     IWO4,155$1,048 12/31/2023
True North Advisors LLC3,832$1,038 03/31/2024
     IWO3,832$1,038 03/31/2024
Kingsview Wealth Management LLC4,113$1,037 12/31/2023
     IWO4,113$1,037 12/31/2023
Diversified Trust Co3,818$1,034 03/31/2024
     IWO3,818$1,034 03/31/2024
Avenue 1 Advisors LLC3,809$1,032 03/31/2024
     IWO3,809$1,032 03/31/2024
Prosperity Planning Inc.3,726$1,009 03/31/2024
     IWO3,726$1,009 03/31/2024
Hoxton Planning & Management LLC3,710$1,005 03/31/2024
     IWO3,710$1,005 03/31/2024
Colony Group LLC3,947$996 12/31/2023
     IWO3,947$996 12/31/2023
Glass Jacobson Investment Advisors llc3,665$992 03/31/2024
     IWO3,665$992 03/31/2024
NBT Bank N A NY3,661$991 03/31/2024
     IWO3,661$991 03/31/2024
Waycross Investment Management Co3,632$984 03/31/2024
     IWO3,632$984 03/31/2024
Symmetry Investments LP3,900$984 12/31/2023
     IWO3,900$984 12/31/2023
Focus Financial Network Inc. ADV3,841$969 12/31/2023
     IWO3,841$969 12/31/2023
Townsend Asset Management Corp NC ADV3,817$963 12/31/2023
     IWO3,817$963 12/31/2023
Citizens Financial Group Inc RI3,727$940 12/31/2023
     IWO3,727$940 12/31/2023
Lido Advisors LLC $937 12/31/2023
     IWO4,814$1,214 12/31/2023
     Put1,100$277 12/31/2023
Chicago Capital LLC3,435$930 03/31/2024
     IWO3,435$930 03/31/2024
JNB Advisors LLC3,642$919 12/31/2023
     IWO3,642$919 12/31/2023
Freestone Capital Holdings LLC3,633$916 12/31/2023
     IWO3,633$916 12/31/2023
Wesbanco Bank Inc.3,365$911 03/31/2024
     IWO3,365$911 03/31/2024
Allspring Global Investments Holdings LLC3,328$901 03/31/2024
     IWO3,328$901 03/31/2024
Stordahl Capital Management Inc.3,325$900 03/31/2024
     IWO3,325$900 03/31/2024
Glenview Trust Co3,526$889 12/31/2023
     IWO3,526$889 12/31/2023
Ground Swell Capital LLC3,521$888 12/31/2023
     IWO3,521$888 12/31/2023
Integrated Wealth Concepts LLC3,504$884 12/31/2023
     IWO3,504$884 12/31/2023
Disciplined Investments LLC3,249$880 03/31/2024
     IWO3,249$880 03/31/2024
Crestwood Advisors Group LLC3,479$878 12/31/2023
     IWO3,479$878 12/31/2023
BancorpSouth Bank3,477$877 12/31/2023
     IWO3,477$877 12/31/2023
SOA Wealth Advisors LLC.3,210$869 03/31/2024
     IWO3,210$869 03/31/2024
Riversedge Advisors LLC3,433$866 12/31/2023
     IWO3,433$866 12/31/2023
Betterment LLC3,425$864 12/31/2023
     IWO3,425$864 12/31/2023
Triumph Capital Management3,212$863 03/31/2024
     IWO3,212$863 03/31/2024
Keudell Morrison Wealth Management3,399$857 12/31/2023
     IWO3,399$857 12/31/2023
First National Bank Sioux Falls3,159$855 03/31/2024
     IWO3,159$855 03/31/2024
Bell Bank3,109$842 03/31/2024
     IWO3,109$842 03/31/2024
Ironwood Investment Counsel LLC3,301$833 12/31/2023
     IWO3,301$833 12/31/2023
HBK Sorce Advisory LLC3,299$832 12/31/2023
     IWO3,299$832 12/31/2023
Garde Capital Inc.3,296$831 12/31/2023
     IWO3,296$831 12/31/2023
Exencial Wealth Advisors LLC3,271$825 12/31/2023
     IWO3,271$825 12/31/2023
Two Sigma Securities LLC $823 12/31/2023
     Call3,000$757 12/31/2023
     IWO1,064$268 12/31/2023
     Put800$202 12/31/2023
Stonebridge Financial Planning Group LLC3,260$822 12/31/2023
     IWO3,260$822 12/31/2023
Aspiriant LLC3,004$813 03/31/2024
     IWO3,004$813 03/31/2024
GFS Advisors LLC3,000$812 03/31/2024
     IWO3,000$812 03/31/2024
NBC Securities Inc.2,992$811 03/31/2024
     IWO2,992$811 03/31/2024
Prelude Capital Management LLC3,200$807 12/31/2023
     IWO3,200$807 12/31/2023
Davidson Trust Co.3,170$800 12/31/2023
     IWO3,170$800 12/31/2023
Acima Private Wealth LLC3,170$800 12/31/2023
     IWO3,170$800 12/31/2023
Dravo Bay LLC3,164$798 12/31/2023
     IWO3,164$798 12/31/2023
Lake Street Financial LLC2,937$795 03/31/2024
     IWO2,937$795 03/31/2024
First Business Financial Services Inc.3,132$790 12/31/2023
     IWO3,132$790 12/31/2023
West Coast Financial LLC2,886$782 03/31/2024
     IWO2,886$782 03/31/2024
IHT Wealth Management LLC3,099$782 12/31/2023
     IWO3,099$782 12/31/2023
Cambridge Trust Co.3,097$781 12/31/2023
     IWO3,097$781 12/31/2023
Integrity Wealth Solutions LLC2,882$780 03/31/2024
     IWO2,882$780 03/31/2024
Cornerstone Wealth Management LLC2,869$777 03/31/2024
     IWO2,869$777 03/31/2024
Inspirion Wealth Advisors LLC2,821$764 03/31/2024
     IWO2,821$764 03/31/2024
Intergy Private Wealth LLC2,819$763 03/31/2024
     IWO2,819$763 03/31/2024
Alesco Advisors LLC3,000$757 12/31/2023
     IWO3,000$757 12/31/2023
CI Investments Inc.2,996$756 12/31/2023
     IWO2,996$756 12/31/2023
Girard Partners LTD.2,980$752 12/31/2023
     IWO2,980$752 12/31/2023
Regal Wealth Group Inc.3,084$749 12/31/2023
     IWO3,084$749 12/31/2023
Clearstead Advisors LLC2,961$747 12/31/2023
     IWO2,961$747 12/31/2023
Clear Creek Financial Management LLC2,753$746 03/31/2024
     IWO2,753$746 03/31/2024
Financial Advisory Service Inc.2,941$742 12/31/2023
     IWO2,941$742 12/31/2023
Legacy Trust2,732$740 03/31/2024
     IWO2,732$740 03/31/2024
SkyOak Wealth LLC2,908$733 12/31/2023
     IWO2,908$733 12/31/2023
Strategic Financial Concepts LLC2,686$727 03/31/2024
     IWO2,686$727 03/31/2024
Guidance Point Advisors LLC2,868$725 12/31/2023
     IWO2,868$725 12/31/2023
GHP Investment Advisors Inc.2,655$719 03/31/2024
     IWO2,655$719 03/31/2024
First Western Trust Bank2,789$704 12/31/2023
     IWO2,789$704 12/31/2023
JFS Wealth Advisors LLC2,793$704 12/31/2023
     IWO2,793$704 12/31/2023
Mesirow Financial Investment Management Inc.2,580$698 03/31/2024
     IWO2,580$698 03/31/2024
Wetherby Asset Management Inc.2,764$697 12/31/2023
     IWO2,764$697 12/31/2023
Evercore Wealth Management LLC2,751$694 12/31/2023
     IWO2,751$694 12/31/2023
Cypress Capital Group2,745$692 12/31/2023
     IWO2,745$692 12/31/2023
Strategies Wealth Advisors LLC2,547$690 03/31/2024
     IWO2,547$690 03/31/2024
Capital Analysts LLC2,731$689 12/31/2023
     IWO2,731$689 12/31/2023
Perfromance Wealth Partners LLC2,698$680 12/31/2023
     IWO2,698$680 12/31/2023
Intrepid Financial Planning Group LLC2,668$673 12/31/2023
     IWO2,668$673 12/31/2023
Allegheny Financial Group LTD2,656$670 12/31/2023
     IWO2,656$670 12/31/2023
Grayhawk Investment Strategies Inc.2,644$667 12/31/2023
     IWO2,644$667 12/31/2023
FinTrust Capital Advisors LLC2,636$665 12/31/2023
     IWO2,636$665 12/31/2023
Fulton Bank N.A.2,441$661 03/31/2024
     IWO2,441$661 03/31/2024
Bedel Financial Consulting Inc.2,617$660 12/31/2023
     IWO2,617$660 12/31/2023
Wealthsource Partners LLC2,614$659 12/31/2023
     IWO2,614$659 12/31/2023
Accredited Investors Inc.2,606$657 12/31/2023
     IWO2,606$657 12/31/2023
Bensler LLC2,597$655 12/31/2023
     IWO2,597$655 12/31/2023
Gables Capital Management Inc.2,575$649 12/31/2023
     IWO2,575$649 12/31/2023
Focus Financial Network Inc.2,622$648 03/31/2024
     IWO2,622$648 03/31/2024
Hollencrest Capital Management2,566$647 12/31/2023
     IWO2,566$647 12/31/2023
O Shaughnessy Asset Management LLC2,561$646 12/31/2023
     IWO2,561$646 12/31/2023
Newton One Investments LLC2,380$644 03/31/2024
     IWO2,380$644 03/31/2024
Cahaba Wealth Management Inc.2,368$641 03/31/2024
     IWO2,368$641 03/31/2024
Bradley Foster & Sargent Inc. CT2,543$641 12/31/2023
     IWO2,543$641 12/31/2023
Palisades Hudson Asset Management L.P.2,539$640 12/31/2023
     IWO2,539$640 12/31/2023
Navis Wealth Advisors LLC2,535$639 12/31/2023
     IWO2,535$639 12/31/2023
Ausdal Financial Partners Inc.2,349$636 03/31/2024
     IWO2,349$636 03/31/2024
Capital Group Private Client Services Inc.2,506$632 12/31/2023
     IWO2,506$632 12/31/2023
Garrison Point Advisors LLC2,492$629 12/31/2023
     IWO2,492$629 12/31/2023
LS Investment Advisors LLC2,475$624 12/31/2023
     IWO2,475$624 12/31/2023
Ashton Thomas Private Wealth LLC2,282$618 03/31/2024
     IWO2,282$618 03/31/2024
DF Dent & Co. Inc.2,442$616 12/31/2023
     IWO2,442$616 12/31/2023
Private Portfolio Partners LLC2,430$613 12/31/2023
     IWO2,430$613 12/31/2023
First National Bank2,260$612 03/31/2024
     IWO2,260$612 03/31/2024
ARK & TLK Investments LLC2,422$611 12/31/2023
     IWO2,422$611 12/31/2023
Consilium Wealth Advisory LLC2,416$609 12/31/2023
     IWO2,416$609 12/31/2023
Elgethun Capital Management2,374$599 12/31/2023
     IWO2,374$599 12/31/2023
FC Advisory LLC2,190$593 03/31/2024
     IWO2,190$593 03/31/2024
Perigon Wealth Management LLC2,341$590 12/31/2023
     IWO2,341$590 12/31/2023
Murphy Middleton Hinkle & Parker Inc.2,174$589 03/31/2024
     IWO2,174$589 03/31/2024
Pinnacle Financial Partners Inc.2,322$586 12/31/2023
     IWO2,322$586 12/31/2023
Sound View Wealth Advisors Group LLC2,306$582 12/31/2023
     IWO2,306$582 12/31/2023
Chartist Inc. CA2,292$578 12/31/2023
     IWO2,292$578 12/31/2023
Sepio Capital LP2,287$577 12/31/2023
     IWO2,287$577 12/31/2023
Hardy Reed LLC2,256$569 12/31/2023
     IWO2,256$569 12/31/2023
Harbour Investments Inc.2,252$568 12/31/2023
     IWO2,252$568 12/31/2023
Etfidea LLC2,247$567 12/31/2023
     IWO2,247$567 12/31/2023
Kowal Investment Group LLC2,081$564 03/31/2024
     IWO2,081$564 03/31/2024
AMI Asset Management Corp2,061$558 03/31/2024
     IWO2,061$558 03/31/2024
Advisory Services Network LLC2,203$556 12/31/2023
     IWO2,203$556 12/31/2023
Transatlantique Private Wealth LLC2,200$555 12/31/2023
     IWO2,200$555 12/31/2023
ORG Partners LLC2,195$554 12/31/2023
     IWO2,195$554 12/31/2023
HM Payson & Co.2,172$548 12/31/2023
     IWO2,172$548 12/31/2023
Plancorp LLC2,121$535 12/31/2023
     IWO2,121$535 12/31/2023
Financial Advocates Investment Management2,116$534 12/31/2023
     IWO2,116$534 12/31/2023
Forum Financial Management LP2,117$534 12/31/2023
     IWO2,117$534 12/31/2023
First Citizens Bank & Trust Co.1,970$533 03/31/2024
     IWO1,970$533 03/31/2024
Morris Financial Concepts Inc.1,957$530 03/31/2024
     IWO1,957$530 03/31/2024
Brown Wealth Management LLC2,103$530 12/31/2023
     IWO2,103$530 12/31/2023
Assetmark Inc.2,093$528 12/31/2023
     IWO2,093$528 12/31/2023
Signaturefd LLC2,087$526 12/31/2023
     IWO2,087$526 12/31/2023
NTV Asset Management LLC2,078$524 12/31/2023
     IWO2,078$524 12/31/2023
Transform Wealth LLC1,915$519 03/31/2024
     IWO1,915$519 03/31/2024
MJP Associates Inc. ADV1,883$510 03/31/2024
     IWO1,883$510 03/31/2024
Armstrong Fleming & Moore Inc1,880$509 03/31/2024
     IWO1,880$509 03/31/2024
ST Germain D J Co. Inc.1,875$508 03/31/2024
     IWO1,875$508 03/31/2024
Dentgroup LLC1,874$508 03/31/2024
     IWO1,874$508 03/31/2024
Advisor OS LLC2,015$508 12/31/2023
     IWO2,015$508 12/31/2023
WealthPLAN Partners LLC2,001$505 12/31/2023
     IWO2,001$505 12/31/2023
Prime Capital Investment Advisors LLC1,996$503 12/31/2023
     IWO1,996$503 12/31/2023
Genesee Capital Advisors LLC1,840$498 03/31/2024
     IWO1,840$498 03/31/2024
Gries Financial LLC1,961$494 12/31/2023
     IWO1,961$494 12/31/2023
Orgel Wealth Management LLC1,822$493 03/31/2024
     IWO1,822$493 03/31/2024
Cascade Wealth Advisors Inc1,898$485 03/31/2024
     IWO1,898$485 03/31/2024
Palisade Asset Management LLC1,922$485 12/31/2023
     IWO1,922$485 12/31/2023
Seelaus Asset Management LLC1,920$484 12/31/2023
     IWO1,920$484 12/31/2023
Curtis Advisory Group LLC1,902$480 12/31/2023
     IWO1,902$480 12/31/2023
Leisure Capital Management1,881$474 12/31/2023
     IWO1,881$474 12/31/2023
Verdence Capital Advisors LLC1,747$473 03/31/2024
     IWO1,747$473 03/31/2024
Sigma Planning Corp1,876$473 12/31/2023
     IWO1,876$473 12/31/2023
Colonial Trust Co SC1,868$471 12/31/2023
     IWO1,868$471 12/31/2023
Trifecta Capital Advisors LLC1,737$470 03/31/2024
     IWO1,737$470 03/31/2024
Smithfield Trust Co.1,863$470 12/31/2023
     IWO1,863$470 12/31/2023
Benjamin F. Edwards & Company Inc.1,851$467 12/31/2023
     IWO1,851$467 12/31/2023
DiMeo Schneider & Associates L.L.C.1,849$466 12/31/2023
     IWO1,849$466 12/31/2023
Avaii Wealth Management LLC1,848$466 12/31/2023
     IWO1,848$466 12/31/2023
Sunbelt Securities Inc.1,718$465 03/31/2024
     IWO1,718$465 03/31/2024
Armor Investment Advisors LLC1,718$465 03/31/2024
     IWO1,718$465 03/31/2024
Mason Investment Advisory Services Inc.1,836$463 12/31/2023
     IWO1,836$463 12/31/2023
Cranbrook Wealth Management LLC1,705$462 03/31/2024
     IWO1,705$462 03/31/2024
L.M. Kohn & Company1,689$457 03/31/2024
     IWO1,689$457 03/31/2024
Chapin Davis Inc.1,685$456 03/31/2024
     IWO1,685$456 03/31/2024
Granahan Investment Management Inc. MA1,803$455 12/31/2023
     IWO1,803$455 12/31/2023
Bessemer Group Inc.1,774$447 12/31/2023
     IWO1,774$447 12/31/2023
Arkadios Wealth Advisors1,769$446 12/31/2023
     IWO1,769$446 12/31/2023
GLOBALT Investments LLC GA1,735$438 12/31/2023
     IWO1,735$438 12/31/2023
Stegner Investment Associates Inc.1,616$437 03/31/2024
     IWO1,616$437 03/31/2024
Lakeview Capital Partners LLC1,726$435 12/31/2023
     IWO1,726$435 12/31/2023
Allen Investment Management LLC1,720$434 12/31/2023
     IWO1,720$434 12/31/2023
Mitchell Sinkler & Starr PA1,716$433 12/31/2023
     IWO1,716$433 12/31/2023
B.O.S.S. Retirement Advisors LLC1,718$433 12/31/2023
     IWO1,718$433 12/31/2023
Cahill Financial Advisors Inc.1,695$428 12/31/2023
     IWO1,695$428 12/31/2023
Athena Investment Management1,694$427 12/31/2023
     IWO1,694$427 12/31/2023
Castle Wealth Management LLC1,693$427 12/31/2023
     IWO1,693$427 12/31/2023
FourThought Financial Partners LLC1,690$426 12/31/2023
     IWO1,690$426 12/31/2023
Jupiter Wealth Management LLC1,683$424 12/31/2023
     IWO1,683$424 12/31/2023
Warner Financial Inc.1,557$422 03/31/2024
     IWO1,557$422 03/31/2024
Platte River Wealth Advisors LLC1,555$421 03/31/2024
     IWO1,555$421 03/31/2024
Investmark Advisory Group LLC1,670$421 12/31/2023
     IWO1,670$421 12/31/2023
Envestnet Portfolio Solutions Inc.1,669$421 12/31/2023
     IWO1,669$421 12/31/2023
PFG Investments LLC1,550$420 03/31/2024
     IWO1,550$420 03/31/2024
Harvest Fund Management Co. Ltd1,651$417 12/31/2023
     IWO1,651$417 12/31/2023
Ameritas Advisory Services LLC1,601$417 12/31/2023
     IWO1,601$417 12/31/2023
SlateStone Wealth LLC1,527$414 03/31/2024
     IWO1,527$414 03/31/2024
Baker Avenue Asset Management LP1,629$411 12/31/2023
     IWO1,629$411 12/31/2023
Linscomb & Williams Inc.1,615$407 12/31/2023
     IWO1,615$407 12/31/2023
Legal & General Group Plc1,610$406 12/31/2023
     IWO1,610$406 12/31/2023
Anderson Hoagland & Co.1,555$403 03/31/2024
     IWO1,555$403 03/31/2024
High Falls Advisors Inc1,599$403 12/31/2023
     IWO1,599$403 12/31/2023
International Assets Investment Management LLC1,484$399 03/31/2024
     IWO1,484$399 03/31/2024
Nwam LLC1,581$399 12/31/2023
     IWO1,581$399 12/31/2023
Patriot Investment Management Inc.1,470$398 03/31/2024
     IWO1,470$398 03/31/2024
Clear Investment Research LLC1,560$394 12/31/2023
     IWO1,560$394 12/31/2023
Quotient Wealth Partners LLC1,557$393 12/31/2023
     IWO1,557$393 12/31/2023
Adirondack Trust Co.1,448$392 03/31/2024
     IWO1,448$392 03/31/2024
Montag A & Associates Inc.1,555$392 12/31/2023
     IWO1,555$392 12/31/2023
Mairs & Power Inc.1,547$390 12/31/2023
     IWO1,547$390 12/31/2023
Proequities Inc.1,539$388 12/31/2023
     IWO1,539$388 12/31/2023
IFP Advisors Inc1,529$386 12/31/2023
     IWO1,529$386 12/31/2023
O Connor Financial Group LLC1,423$385 03/31/2024
     IWO1,423$385 03/31/2024
McGuire Investment Group LLC1,418$384 03/31/2024
     IWO1,418$384 03/31/2024
Thoroughbred Financial Services LLC1,499$378 12/31/2023
     IWO1,499$378 12/31/2023
Laurel Wealth Advisors LLC1,499$378 12/31/2023
     IWO1,499$378 12/31/2023
Diversified Portfolios Inc.1,493$377 12/31/2023
     IWO1,493$377 12/31/2023
Quadcap Wealth Management LLC1,490$376 12/31/2023
     IWO1,490$376 12/31/2023
Coastwise Capital Group LLC1,486$375 12/31/2023
     IWO1,486$375 12/31/2023
Essex Investment Management Co. LLC1,482$374 12/31/2023
     IWO1,482$374 12/31/2023
Joel Isaacson & Co. LLC1,481$374 12/31/2023
     IWO1,481$374 12/31/2023
MidWestOne Financial Group Inc.1,479$373 12/31/2023
     IWO1,479$373 12/31/2023
Mission Wealth Management LP1,476$372 12/31/2023
     IWO1,476$372 12/31/2023
Scotia Capital Inc.1,471$371 12/31/2023
     IWO1,471$371 12/31/2023
Legato Capital Management LLC1,367$370 03/31/2024
     IWO1,367$370 03/31/2024
Sequoia Financial Advisors LLC1,466$370 12/31/2023
     IWO1,466$370 12/31/2023
Berkshire Asset Management LLC PA1,462$369 12/31/2023
     IWO1,462$369 12/31/2023
TBH Global Asset Management LLC1,460$368 12/31/2023
     IWO1,460$368 12/31/2023
First Merchants Corp1,354$367 03/31/2024
     IWO1,354$367 03/31/2024
Congress Asset Management Co. MA1,355$367 03/31/2024
     IWO1,355$367 03/31/2024
Icon Wealth Advisors LLC1,455$367 12/31/2023
     IWO1,455$367 12/31/2023
Bangor Savings Bank1,351$366 03/31/2024
     IWO1,351$366 03/31/2024
Oxford Financial Group Ltd.1,453$366 12/31/2023
     IWO1,453$366 12/31/2023
Smith Group Asset Management LLC1,450$366 12/31/2023
     IWO1,450$366 12/31/2023
Westfield Capital Management Co. LP1,445$364 12/31/2023
     IWO1,445$364 12/31/2023
Dfpg Investments LLC1,496$363 12/31/2023
     IWO1,496$363 12/31/2023
Willner & Heller LLC1,436$362 12/31/2023
     IWO1,436$362 12/31/2023
Private Trust Co. NA1,310$355 03/31/2024
     IWO1,310$355 03/31/2024
Lion Street Advisors LLC1,407$355 03/31/2024
     IWO1,407$355 03/31/2024
Family Firm Inc.1,409$355 12/31/2023
     IWO1,409$355 12/31/2023
Epiq Partners LLC1,300$352 03/31/2024
     IWO1,300$352 03/31/2024
Key Financial Inc1,394$352 12/31/2023
     IWO1,394$352 12/31/2023
Gallagher Fiduciary Advisors LLC1,392$351 12/31/2023
     IWO1,392$351 12/31/2023
Pegasus Asset Management Inc.1,386$350 12/31/2023
     IWO1,386$350 12/31/2023
Consolidated Portfolio Review Corp1,387$350 12/31/2023
     IWO1,387$350 12/31/2023
SageView Advisory Group LLC1,401$349 12/31/2023
     IWO1,401$349 12/31/2023
PBMares Wealth Management LLC1,379$348 12/31/2023
     IWO1,379$348 12/31/2023
Bluesphere Advisors LLC1,281$347 03/31/2024
     IWO1,281$347 03/31/2024
Klingenstein Fields & Co. LP1,371$346 12/31/2023
     IWO1,371$346 12/31/2023
Gladstone Institutional Advisory LLC1,367$345 12/31/2023
     IWO1,367$345 12/31/2023
Bailard Inc.1,360$343 12/31/2023
     IWO1,360$343 12/31/2023
Evoke Wealth LLC1,341$338 12/31/2023
     IWO1,341$338 12/31/2023
Citizens National Bank Trust Department1,340$338 12/31/2023
     IWO1,340$338 12/31/2023
Cardiff Park Advisors LLC1,342$338 12/31/2023
     IWO1,342$338 12/31/2023
Brown Brothers Harriman & Co.1,330$335 12/31/2023
     IWO1,330$335 12/31/2023
S&CO Inc.1,329$335 12/31/2023
     IWO1,329$335 12/31/2023
Oder Investment Management LLC1,330$335 12/31/2023
     IWO1,330$335 12/31/2023
NewEdge Wealth LLC1,328$335 12/31/2023
     IWO1,328$335 12/31/2023
Paragon Capital Management Ltd1,231$333 03/31/2024
     IWO1,231$333 03/31/2024
Roffman Miller Associates Inc. PA1,304$329 12/31/2023
     IWO1,304$329 12/31/2023
Cynosure Management LLC1,303$329 12/31/2023
     IWO1,303$329 12/31/2023
Sage Financial Group Inc.1,296$327 12/31/2023
     IWO1,296$327 12/31/2023
Ingalls & Snyder LLC1,287$325 12/31/2023
     IWO1,287$325 12/31/2023
Mutual Advisors LLC1,288$325 12/31/2023
     IWO1,288$325 12/31/2023
Keystone Wealth Services LLC1,197$324 03/31/2024
     IWO1,197$324 03/31/2024
Camden Capital LLC1,263$319 12/31/2023
     IWO1,263$319 12/31/2023
Shilanski & Associates Inc.1,175$318 03/31/2024
     IWO1,175$318 03/31/2024
Paladin Advisory Group LLC1,259$318 12/31/2023
     IWO1,259$318 12/31/2023
Financial Guidance Group Inc.1,260$318 12/31/2023
     IWO1,260$318 12/31/2023
Arete Wealth Advisors LLC1,254$316 12/31/2023
     IWO1,254$316 12/31/2023
Mycio Wealth Partners LLC1,241$313 12/31/2023
     IWO1,241$313 12/31/2023
Selective Wealth Management Inc.1,200$311 03/31/2024
     IWO1,200$311 03/31/2024
Sandy Spring Bank1,227$310 12/31/2023
     IWO1,227$310 12/31/2023
Financial Partners Group Inc1,230$310 12/31/2023
     IWO1,230$310 12/31/2023
Oberweis Asset Management Inc.1,225$309 12/31/2023
     IWO1,225$309 12/31/2023
Vaughan David Investments LLC IL1,220$308 12/31/2023
     IWO1,220$308 12/31/2023
Banco BTG Pactual S.A.1,201$308 12/31/2023
     IWO1,201$308 12/31/2023
9258 Wealth Management LLC1,215$306 12/31/2023
     IWO1,215$306 12/31/2023
Moors & Cabot Inc.1,209$305 12/31/2023
     IWO1,209$305 12/31/2023
Mosaic Family Wealth Partners LLC1,204$304 12/31/2023
     IWO1,204$304 12/31/2023
Arbor Investment Advisors LLC1,120$303 03/31/2024
     IWO1,120$303 03/31/2024
Maxwell Wealth Strategies Inc.1,198$302 12/31/2023
     IWO1,198$302 12/31/2023
Blue Barn Wealth LLC1,180$298 12/31/2023
     IWO1,180$298 12/31/2023
Investment Advisory Group LLC1,181$298 12/31/2023
     IWO1,181$298 12/31/2023
Hart & Patterson Financial Group LLC1,096$297 03/31/2024
     IWO1,096$297 03/31/2024
Roof Eidam & Maycock ADV1,179$297 12/31/2023
     IWO1,179$297 12/31/2023
Csenge Advisory Group1,176$296 12/31/2023
     IWO1,176$296 12/31/2023
Leo Wealth LLC1,158$296 12/31/2023
     IWO1,158$296 12/31/2023
Advance Capital Management Inc.1,090$295 03/31/2024
     IWO1,090$295 03/31/2024
Richardson Capital Management LLC1,091$295 03/31/2024
     IWO1,091$295 03/31/2024
FCG Investment Co1,091$295 03/31/2024
     IWO1,091$295 03/31/2024
LMR Partners LLP1,169$295 12/31/2023
     IWO1,169$295 12/31/2023
Levin Easterly Partners LLC1,171$295 12/31/2023
     IWO1,171$295 12/31/2023
First County Bank CT 1,170$295 12/31/2023
     IWO1,170$295 12/31/2023
Capital Advisors Ltd. LLC1,083$293 03/31/2024
     IWO1,083$293 03/31/2024
Nelson Roberts Investment Advisors LLC1,150$290 12/31/2023
     IWO1,150$290 12/31/2023
Global Retirement Partners LLC1,063$288 03/31/2024
     IWO1,063$288 03/31/2024
Aprio Wealth Management LLC1,061$287 03/31/2024
     IWO1,061$287 03/31/2024
Holland Advisory Services Inc.1,061$287 03/31/2024
     IWO1,061$287 03/31/2024
Smithbridge Asset Management Inc. DE1,131$285 12/31/2023
     IWO1,131$285 12/31/2023
Smith Moore & CO.1,128$284 12/31/2023
     IWO1,128$284 12/31/2023
Colorado Capital Management Inc.1,043$282 03/31/2024
     IWO1,043$282 03/31/2024
Resources Investment Advisors LLC.1,109$280 12/31/2023
     IWO1,109$280 12/31/2023
Thompson Siegel & Walmsley LLC1,107$279 12/31/2023
     IWO1,107$279 12/31/2023
Oak Harbor Wealth Partners LLC1,026$278 03/31/2024
     IWO1,026$278 03/31/2024
Smith Salley & Associates1,104$278 12/31/2023
     IWO1,104$278 12/31/2023
Central Valley Advisors LLC1,014$275 03/31/2024
     IWO1,014$275 03/31/2024
Falcon Wealth Planning1,013$274 03/31/2024
     IWO1,013$274 03/31/2024
BIP Wealth LLC1,087$274 12/31/2023
     IWO1,087$274 12/31/2023
Madison Asset Management LLC1,082$273 12/31/2023
     IWO1,082$273 12/31/2023
West Michigan Advisors LLC1,079$272 12/31/2023
     IWO1,079$272 12/31/2023
Mitchell Mcleod Pugh & Williams Inc.1,073$271 12/31/2023
     IWO1,073$271 12/31/2023
Sheaff Brock Investment Advisors LLC1,076$271 12/31/2023
     IWO1,076$271 12/31/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors1,073$271 12/31/2023
     IWO1,073$271 12/31/2023
Austin Private Wealth LLC1,019$270 03/31/2024
     IWO1,019$270 03/31/2024
Global Wealth Strategies & Associates992$269 03/31/2024
     IWO992$269 03/31/2024
Harbour Capital Advisors LLC1,014$267 03/31/2024
     IWO1,014$267 03/31/2024
Buckingham Strategic Partners1,053$266 12/31/2023
     IWO1,053$266 12/31/2023
Argent Trust Co1,050$265 12/31/2023
     IWO1,050$265 12/31/2023
Centennial Wealth Advisory LLC975$264 03/31/2024
     IWO975$264 03/31/2024
Spouting Rock Asset Management LLC1,038$262 12/31/2023
     IWO1,038$262 12/31/2023
Gerber Kawasaki Wealth & Investment Management1,033$261 12/31/2023
     IWO1,033$261 12/31/2023
Parallel Advisors LLC1,020$257 12/31/2023
     IWO1,020$257 12/31/2023
Pinnacle Wealth Planning Services Inc.1,010$255 12/31/2023
     IWO1,010$255 12/31/2023
Capital Investment Advisors LLC939$254 03/31/2024
     IWO939$254 03/31/2024
Clearwater Capital Advisors LLC1,002$253 12/31/2023
     IWO1,002$253 12/31/2023
Summit Trail Advisors LLC931$252 03/31/2024
     IWO931$252 03/31/2024
Garrett Investment Advisors LLC932$252 03/31/2024
     IWO932$252 03/31/2024
K.J. Harrison & Partners Inc928$251 03/31/2024
     IWO928$251 03/31/2024
MONECO Advisors LLC925$251 03/31/2024
     IWO925$251 03/31/2024
Monograph Wealth Advisors LLC993$251 12/31/2023
     IWO993$251 12/31/2023
Corepath Wealth Partners LLC1,039$251 12/31/2023
     IWO1,039$251 12/31/2023
Daymark Wealth Partners LLC922$250 03/31/2024
     IWO922$250 03/31/2024
RDA Financial Network920$249 03/31/2024
     IWO920$249 03/31/2024
Sigma Investment Counselors Inc.916$248 03/31/2024
     IWO916$248 03/31/2024
TFG Advisers LLC974$246 12/31/2023
     IWO974$246 12/31/2023
Trust Co. of Vermont970$245 12/31/2023
     IWO970$245 12/31/2023
Spears Abacus Advisors LLC970$245 12/31/2023
     IWO970$245 12/31/2023
MEMBERS Trust Co900$244 03/31/2024
     IWO900$244 03/31/2024
Red Tortoise LLC895$242 03/31/2024
     IWO895$242 03/31/2024
First National Bank of Omaha960$242 12/31/2023
     IWO960$242 12/31/2023
L & S Advisors Inc960$242 12/31/2023
     IWO960$242 12/31/2023
Bank OZK960$242 12/31/2023
     IWO960$242 12/31/2023
Aveo Capital Partners LLC961$242 12/31/2023
     IWO961$242 12/31/2023
LWS Wealth Advisors Inc.960$242 12/31/2023
     IWO960$242 12/31/2023
Delta Financial Group Inc.961$242 12/31/2023
     IWO961$242 12/31/2023
BHK Investment Advisors LLC957$241 12/31/2023
     IWO957$241 12/31/2023
Rockwood Wealth Management LLC888$240 03/31/2024
     IWO888$240 03/31/2024
Kanawha Capital Management LLC947$239 12/31/2023
     IWO947$239 12/31/2023
Marco Investment Management LLC945$238 12/31/2023
     IWO945$238 12/31/2023
Fayez Sarofim & Co914$235 12/31/2023
     IWO914$235 12/31/2023
Greenleaf Trust930$235 12/31/2023
     IWO930$235 12/31/2023
Viawealth LLC926$234 12/31/2023
     IWO926$234 12/31/2023
Presidio Capital Management LLC862$233 03/31/2024
     IWO862$233 03/31/2024
Green Harvest Asset Management LLC919$232 12/31/2023
     IWO919$232 12/31/2023
Greatmark Investment Partners Inc.917$231 12/31/2023
     IWO917$231 12/31/2023
Sunpointe LLC850$230 03/31/2024
     IWO850$230 03/31/2024
LJI Wealth Management LLC907$229 12/31/2023
     IWO907$229 12/31/2023
Nvest Financial LLC842$228 03/31/2024
     IWO842$228 03/31/2024
Klingman & Associates LLC902$228 12/31/2023
     IWO902$228 12/31/2023
Edge Capital Group LLC896$226 12/31/2023
     IWO896$226 12/31/2023
Heartwood Wealth Advisors LLC831$225 03/31/2024
     IWO831$225 03/31/2024
NorthRock Partners LLC892$225 12/31/2023
     IWO892$225 12/31/2023
Ritholtz Wealth Management829$224 03/31/2024
     IWO829$224 03/31/2024
Credit Suisse AG876$221 12/31/2023
     IWO876$221 12/31/2023
Merit Financial Group LLC876$221 12/31/2023
     IWO876$221 12/31/2023
MGB Wealth Management LLC872$220 12/31/2023
     IWO872$220 12/31/2023
Pointe Capital Management LLC865$218 12/31/2023
     IWO865$218 12/31/2023
Clarius Group LLC800$217 03/31/2024
     IWO800$217 03/31/2024
Coppell Advisory Solutions LLC861$217 12/31/2023
     IWO861$217 12/31/2023
1832 Asset Management L.P.855$216 12/31/2023
     IWO855$216 12/31/2023
Mattern Capital Management LLC858$216 12/31/2023
     IWO858$216 12/31/2023
Ellis Investment Partners LLC794$215 03/31/2024
     IWO794$215 03/31/2024
Independence Bank of Kentucky791$214 03/31/2024
     IWO791$214 03/31/2024
Wedbush Securities Inc.845$213 12/31/2023
     IWO845$213 12/31/2023
Glassman Wealth Services843$213 12/31/2023
     IWO843$213 12/31/2023
HFG Advisors Inc.784$212 03/31/2024
     IWO784$212 03/31/2024
Roanoke Asset Management Corp NY839$212 12/31/2023
     IWO839$212 12/31/2023
Sterling Investment Counsel LLC780$211 03/31/2024
     IWO780$211 03/31/2024
Solidarilty Wealth LLC835$211 12/31/2023
     IWO835$211 12/31/2023
Stillwater Capital Advisors LLC773$209 03/31/2024
     IWO773$209 03/31/2024
Hodges Capital Management Inc.767$208 03/31/2024
     IWO767$208 03/31/2024
Compass Ion Advisors LLC769$208 03/31/2024
     IWO769$208 03/31/2024
Mayport LLC769$208 03/31/2024
     IWO769$208 03/31/2024
Metropolitan Life Insurance Co NY825$208 12/31/2023
     IWO825$208 12/31/2023
CRA Financial Services LLC764$207 03/31/2024
     IWO764$207 03/31/2024
Davis Investment Partners LLC800$207 03/31/2024
     IWO800$207 03/31/2024
Trust Co of the South765$207 03/31/2024
     IWO765$207 03/31/2024
West Bancorporation Inc.821$207 12/31/2023
     IWO821$207 12/31/2023
Lmcg Investments LLC822$207 12/31/2023
     IWO822$207 12/31/2023
Carlton Hofferkamp & Jenks Wealth Management LLC825$206 03/31/2024
     IWO825$206 03/31/2024
Fragasso Group Inc.756$205 03/31/2024
     IWO756$205 03/31/2024
SeaCrest Wealth Management LLC758$205 03/31/2024
     IWO758$205 03/31/2024
Massmutual Trust Co. FSB ADV752$204 03/31/2024
     IWO752$204 03/31/2024
Flagship Harbor Advisors LLC752$204 03/31/2024
     IWO752$204 03/31/2024
River Wealth Advisors LLC807$204 12/31/2023
     IWO807$204 12/31/2023
Berkshire Bank750$203 03/31/2024
     IWO750$203 03/31/2024
CAPROCK Group Inc.799$202 12/31/2023
     IWO799$202 12/31/2023
BOCHK Asset Management Ltd800$202 12/31/2023
     IWO800$202 12/31/2023
Family Investment Center Inc.743$201 03/31/2024
     IWO743$201 03/31/2024
Addison Advisors LLC790$199 12/31/2023
     IWO790$199 12/31/2023
Financial Gravity Asset Management Inc.779$196 12/31/2023
     IWO779$196 12/31/2023
Center for Financial Planning Inc.714$193 03/31/2024
     IWO714$193 03/31/2024
Centaurus Financial Inc.745$188 12/31/2023
     IWO745$188 12/31/2023
Evermay Wealth Management LLC746$188 12/31/2023
     IWO746$188 12/31/2023
Peachtree Investment Partners LLC742$187 12/31/2023
     IWO742$187 12/31/2023
Oakworth Capital Inc.662$179 03/31/2024
     IWO662$179 03/31/2024
CNB Bank694$175 12/31/2023
     IWO694$175 12/31/2023
Capital Fund Management S.A. $172 12/31/2023
     IWO25,983$6,553 12/31/2023
     Put25,300$6,381 12/31/2023
Rockbridge Investment Management LCC674$170 12/31/2023
     IWO674$170 12/31/2023
North Star Investment Management Corp.642$162 12/31/2023
     IWO642$162 12/31/2023
Financial Freedom LLC594$161 03/31/2024
     IWO594$161 03/31/2024
First United Bank Trust618$156 12/31/2023
     IWO618$156 12/31/2023
Financial Perspectives Inc557$151 03/31/2024
     IWO557$151 03/31/2024
Optimum Investment Advisors540$146 03/31/2024
     IWO540$146 03/31/2024
ZRC Wealth Management LLC537$145 03/31/2024
     IWO537$145 03/31/2024
Eagle Bay Advisors LLC575$145 12/31/2023
     IWO575$145 12/31/2023
WealthShield Partners LLC566$143 12/31/2023
     IWO566$143 12/31/2023
Atlas Capital Advisors LLC517$140 03/31/2024
     IWO517$140 03/31/2024
Atticus Wealth Management LLC509$138 03/31/2024
     IWO509$138 03/31/2024
Main Management LLC544$137 12/31/2023
     IWO544$137 12/31/2023
New England Capital Financial Advisors LLC539$136 12/31/2023
     IWO539$136 12/31/2023
Greenwood Gearhart Inc.520$131 12/31/2023
     IWO520$131 12/31/2023
DB Wealth Management Group LLC516$130 12/31/2023
     IWO516$130 12/31/2023
New Republic Capital LLC515$130 12/31/2023
     IWO515$130 12/31/2023
Castleark Management LLC500$126 12/31/2023
     IWO500$126 12/31/2023
Webster Bank N. A.459$124 03/31/2024
     IWO459$124 03/31/2024
Family Management Corp471$119 12/31/2023
     IWO471$119 12/31/2023
Rice Partnership LLC456$115 12/31/2023
     IWO456$115 12/31/2023
Ronald Blue Trust Inc.453$114 12/31/2023
     IWO453$114 12/31/2023
Lazard Asset Management LLC450$113 12/31/2023
     IWO450$113 12/31/2023
Asset Dedication LLC404$109 03/31/2024
     IWO404$109 03/31/2024
Ancora Advisors LLC426$107 12/31/2023
     IWO426$107 12/31/2023
United Community Bank424$107 12/31/2023
     IWO424$107 12/31/2023
Qube Research & Technologies Ltd412$104 12/31/2023
     IWO412$104 12/31/2023
Sugarloaf Wealth Management LLC367$99 03/31/2024
     IWO367$99 03/31/2024
Deutsche Bank AG393$99 12/31/2023
     IWO393$99 12/31/2023
Arcadia Investment Management Corp MI360$97 03/31/2024
     IWO360$97 03/31/2024
West Paces Advisors Inc.356$96 03/31/2024
     IWO356$96 03/31/2024
EverSource Wealth Advisors LLC377$95 12/31/2023
     IWO377$95 12/31/2023
Tidemark LLC362$91 12/31/2023
     IWO362$91 12/31/2023
WASHINGTON TRUST Co302$82 03/31/2024
     IWO302$82 03/31/2024
Planning Capital Management Corp303$82 03/31/2024
     IWO303$82 03/31/2024
City State Bank300$81 03/31/2024
     IWO300$81 03/31/2024
Northwest Financial Advisors304$77 12/31/2023
     IWO304$77 12/31/2023
Union Savings Bank303$76 12/31/2023
     IWO303$76 12/31/2023
Country Trust Bank277$75 03/31/2024
     IWO277$75 03/31/2024
Provence Wealth Management Group276$70 12/31/2023
     IWO276$70 12/31/2023
Lee Financial Co270$68 12/31/2023
     IWO270$68 12/31/2023
Gradient Investments LLC248$67 03/31/2024
     IWO248$67 03/31/2024
HHM Wealth Advisors LLC265$67 12/31/2023
     IWO265$67 12/31/2023
AlphaMark Advisors LLC245$66 03/31/2024
     IWO245$66 03/31/2024
Headlands Technologies LLC260$66 12/31/2023
     IWO260$66 12/31/2023
Coastal Investment Advisors Inc.240$65 03/31/2024
     IWO240$65 03/31/2024
Aptus Capital Advisors LLC259$65 12/31/2023
     IWO259$65 12/31/2023
Family Asset Management LLC252$64 12/31/2023
     IWO252$64 12/31/2023
Winthrop Capital Management LLC255$64 12/31/2023
     IWO255$64 12/31/2023
Tortoise Investment Management LLC249$63 12/31/2023
     IWO249$63 12/31/2023
Bear Mountain Capital Inc.248$62 03/31/2024
     IWO248$62 03/31/2024
Tsfg LLC224$61 03/31/2024
     IWO224$61 03/31/2024
CENTRAL TRUST Co219$59 03/31/2024
     IWO219$59 03/31/2024
Carmichael Hill & Associates Inc.215$58 03/31/2024
     IWO215$58 03/31/2024
Provident Wealth Management LLC216$58 03/31/2024
     IWO216$58 03/31/2024
Farmers & Merchants Trust Co of Chambersburg PA211$57 03/31/2024
     IWO211$57 03/31/2024
Archer Investment Corp225$57 12/31/2023
     IWO225$57 12/31/2023
General Partner Inc.200$54 03/31/2024
     IWO200$54 03/31/2024
Sage Mountain Advisors LLC199$54 03/31/2024
     IWO199$54 03/31/2024
National Bank of Canada FI215$54 12/31/2023
     IWO215$54 12/31/2023
Bbjs Financial Advisors LLC205$52 12/31/2023
     IWO205$52 12/31/2023
Russell Investments Group Ltd.202$51 12/31/2023
     IWO202$51 12/31/2023
Baystate Wealth Management LLC200$50 12/31/2023
     IWO200$50 12/31/2023
Horizon Bancorp Inc. IN182$49 03/31/2024
     IWO182$49 03/31/2024
Coston McIsaac & Partners183$49 03/31/2024
     IWO183$49 03/31/2024
Clarkston Capital Partners LLC193$49 12/31/2023
     IWO193$49 12/31/2023
Guardian Wealth Advisors LLC NC195$49 12/31/2023
     IWO195$49 12/31/2023
Jackson Hole Capital Partners LLC192$48 12/31/2023
     IWO192$48 12/31/2023
Spotlight Asset Group Inc.191$48 12/31/2023
     IWO191$48 12/31/2023
Washington Trust Advisors Inc.189$48 12/31/2023
     IWO189$48 12/31/2023
Aspire Private Capital LLC174$47 03/31/2024
     IWO174$47 03/31/2024
Rocky Mountain Advisers LLC169$46 03/31/2024
     IWO169$46 03/31/2024
Mendota Financial Group LLC170$46 03/31/2024
     IWO170$46 03/31/2024
Brown Shipley& Co Ltd175$44 12/31/2023
     IWO175$44 12/31/2023
Milestone Investment Advisors LLC175$44 12/31/2023
     IWO175$44 12/31/2023
Semmax Financial Advisors Inc.173$43 12/31/2023
     IWO173$43 12/31/2023
Gleason Group Inc.154$42 03/31/2024
     IWO154$42 03/31/2024
Atwood & Palmer Inc.150$41 03/31/2024
     IWO150$41 03/31/2024
Cardinal Strategic Wealth Guidance150$41 03/31/2024
     IWO150$41 03/31/2024
Bank of New Hampshire150$41 03/31/2024
     IWO150$41 03/31/2024
Farther Finance Advisors LLC164$41 12/31/2023
     IWO164$41 12/31/2023
West Branch Capital LLC148$40 03/31/2024
     IWO148$40 03/31/2024
Rhumbline Advisers157$40 12/31/2023
     IWO157$40 12/31/2023
Venturi Wealth Management LLC143$39 03/31/2024
     IWO143$39 03/31/2024
Pittenger & Anderson Inc.155$39 12/31/2023
     IWO155$39 12/31/2023
TD Waterhouse Canada Inc.155$39 12/31/2023
     IWO155$39 12/31/2023
Perkins Coie Trust Co140$38 03/31/2024
     IWO140$38 03/31/2024
South State CORP.150$38 12/31/2023
     IWO150$38 12/31/2023
Syntax Research Inc.146$37 12/31/2023
     IWO146$37 12/31/2023
Community Bank N.A.141$36 12/31/2023
     IWO141$36 12/31/2023
SYM FINANCIAL Corp140$35 12/31/2023
     IWO140$35 12/31/2023
Norwood Financial Corp125$34 03/31/2024
     IWO125$34 03/31/2024
VitalStone Financial LLC134$34 12/31/2023
     IWO134$34 12/31/2023
Peoples Bank KS123$33 03/31/2024
     IWO123$33 03/31/2024
Trust Co119$32 03/31/2024
     IWO119$32 03/31/2024
Wetzel Investment Advisors Inc.121$30 03/31/2024
     IWO121$30 03/31/2024
Knott David M Jr118$30 12/31/2023
     IWO118$30 12/31/2023
Bogart Wealth LLC104$28 03/31/2024
     IWO104$28 03/31/2024
Frazier Financial Advisors LLC110$28 12/31/2023
     IWO110$28 12/31/2023
Pinnacle Bank100$27 03/31/2024
     IWO100$27 03/31/2024
Northwest Capital Management Inc101$27 03/31/2024
     IWO101$27 03/31/2024
Armstrong Advisory Group Inc.106$27 03/31/2024
     IWO106$27 03/31/2024
Creative Financial Designs Inc. ADV108$27 12/31/2023
     IWO108$27 12/31/2023
EPG Wealth Management LLC109$27 12/31/2023
     IWO109$27 12/31/2023
GAMMA Investing LLC95$26 03/31/2024
     IWO95$26 03/31/2024
Versant Capital Management Inc91$25 03/31/2024
     IWO91$25 03/31/2024
PFS Partners LLC93$25 03/31/2024
     IWO93$25 03/31/2024
Caitlin John LLC98$25 12/31/2023
     IWO98$25 12/31/2023
Pflug Koory LLC90$24 03/31/2024
     IWO90$24 03/31/2024
McIlrath & Eck LLC95$24 12/31/2023
     IWO95$24 12/31/2023
Kozak & Associates Inc.101$24 12/31/2023
     IWO101$24 12/31/2023
BOK Financial Private Wealth Inc.93$23 12/31/2023
     IWO93$23 12/31/2023
Retirement Group LLC91$23 12/31/2023
     IWO91$23 12/31/2023
City Holding Co.80$22 03/31/2024
     IWO80$22 03/31/2024
GoalVest Advisory LLC80$22 03/31/2024
     IWO80$22 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC87$22 12/31/2023
     IWO87$22 12/31/2023
Atlantic Trust LLC88$22 12/31/2023
     IWO88$22 12/31/2023
Fortis Group Advisors LLC80$20 12/31/2023
     IWO80$20 12/31/2023
Salem Investment Counselors Inc.71$19 03/31/2024
     IWO71$19 03/31/2024
LifeSteps Financial Inc.69$19 03/31/2024
     IWO69$19 03/31/2024
Manchester Capital Management LLC77$19 12/31/2023
     IWO77$19 12/31/2023
Plante Moran Financial Advisors LLC76$19 12/31/2023
     IWO76$19 12/31/2023
Nalls Sherbakoff Group LLC75$19 12/31/2023
     IWO75$19 12/31/2023
Institutional & Family Asset Management LLC70$18 12/31/2023
     IWO70$18 12/31/2023
JNBA Financial Advisors62$17 03/31/2024
     IWO62$17 03/31/2024
Rise Advisors LLC63$17 03/31/2024
     IWO63$17 03/31/2024
RE Dickinson Investment Advisors LLC64$16 12/31/2023
     IWO64$16 12/31/2023
Annis Gardner Whiting Capital Advisors LLC64$16 12/31/2023
     IWO64$16 12/31/2023
Hanson & Doremus Investment Management54$15 03/31/2024
     IWO54$15 03/31/2024
Salomon & Ludwin LLC50$13 12/31/2023
     IWO50$13 12/31/2023
ICA Group Wealth Management LLC50$13 12/31/2023
     IWO50$13 12/31/2023
Evensky & Katz LLC45$12 03/31/2024
     IWO45$12 03/31/2024
Householder Group Estate & Retirement Specialist LLC49$12 12/31/2023
     IWO49$12 12/31/2023
Integrity Financial Corp WA48$12 12/31/2023
     IWO48$12 12/31/2023
Capital Investment Advisory Services LLC40$11 03/31/2024
     IWO40$11 03/31/2024
Global Trust Asset Management LLC40$11 03/31/2024
     IWO40$11 03/31/2024
Cassady Schiller Wealth Management LLC42$11 12/31/2023
     IWO42$11 12/31/2023
Pineridge Advisors LLC44$11 12/31/2023
     IWO44$11 12/31/2023
First Manhattan Co.39$10 12/31/2023
     IWO39$10 12/31/2023
Pin Oak Investment Advisors Inc.40$10 12/31/2023
     IWO40$10 12/31/2023
Caldwell Sutter Capital Inc.33$9 03/31/2024
     IWO33$9 03/31/2024
MeadowBrook Investment Advisors LLC35$9 12/31/2023
     IWO35$9 12/31/2023
Johnson Financial Group Inc.36$9 12/31/2023
     IWO36$9 12/31/2023
JDM Financial Group LLC38$9 12/31/2023
     IWO38$9 12/31/2023
IAG Wealth Partners LLC29$8 03/31/2024
     IWO29$8 03/31/2024
Granite Investment Partners LLC30$8 12/31/2023
     IWO30$8 12/31/2023
Ambassador Advisors LLC32$8 12/31/2023
     IWO32$8 12/31/2023
Investors Research Corp33$8 12/31/2023
     IWO33$8 12/31/2023
GPS Wealth Strategies Group LLC30$8 12/31/2023
     IWO30$8 12/31/2023
Pacific Capital Wealth Advisors Inc.33$8 12/31/2023
     IWO33$8 12/31/2023
Missouri Trust & Investment Co30$8 12/31/2023
     IWO30$8 12/31/2023
Life Planning Partners Inc30$8 12/31/2023
     IWO30$8 12/31/2023
CarsonAllaria Wealth Management Ltd.26$7 12/31/2023
     IWO26$7 12/31/2023
Hazlett Burt & Watson Inc.24$6 12/31/2023
     IWO24$6 12/31/2023
Founders Financial Alliance LLC23$6 12/31/2023
     IWO23$6 12/31/2023
Raleigh Capital Management Inc.22$6 12/31/2023
     IWO22$6 12/31/2023
Beacon Capital Management LLC25$6 12/31/2023
     IWO25$6 12/31/2023
Cherry Tree Wealth Management LLC20$5 12/31/2023
     IWO20$5 12/31/2023
Kessler Investment Group LLC14$4 03/31/2024
     IWO14$4 03/31/2024
TCTC Holdings LLC17$4 12/31/2023
     IWO17$4 12/31/2023
Mascoma Wealth Management LLC16$4 12/31/2023
     IWO16$4 12/31/2023
Ables Iannone Moore & Associates Inc.15$4 12/31/2023
     IWO15$4 12/31/2023
Legend Financial Advisors Inc.11$3 03/31/2024
     IWO11$3 03/31/2024
Game Plan Financial Advisors LLC10$3 03/31/2024
     IWO10$3 03/31/2024
First Command Advisory Services Inc.12$3 12/31/2023
     IWO12$3 12/31/2023
Atlantic Edge Private Wealth Management LLC12$3 12/31/2023
     IWO12$3 12/31/2023
Woodmont Investment Counsel LLC8$2 03/31/2024
     IWO8$2 03/31/2024
MCF Advisors LLC9$2 03/31/2024
     IWO9$2 03/31/2024
Wolff Wiese Magana LLC7$2 03/31/2024
     IWO7$2 03/31/2024
Maryland Capital Advisors Inc.9$2 03/31/2024
     IWO9$2 03/31/2024
Concord Wealth Partners6$2 12/31/2023
     IWO6$2 12/31/2023
Scarborough Advisors LLC8$2 12/31/2023
     IWO8$2 12/31/2023
Toth Financial Advisory Corp5$1 03/31/2024
     IWO5$1 03/31/2024
Indiana Trust & Investment Management CO3$1 03/31/2024
     IWO3$1 03/31/2024
JJJ Advisors Inc.2$1 03/31/2024
     IWO2$1 03/31/2024
Sound Income Strategies LLC3$1 03/31/2024
     IWO3$1 03/31/2024
Prestige Wealth Management Group LLC2$1 03/31/2024
     IWO2$1 03/31/2024
Activest Wealth Management5$1 03/31/2024
     IWO5$1 03/31/2024
Pingora Partners LLC2$1 12/31/2023
     IWO2$1 12/31/2023
Hexagon Capital Partners LLC1$0 03/31/2024
     IWO1$0 03/31/2024
Hallmark Capital Management Inc.0$0 12/31/2023
     IWO0$0 12/31/2023
Wolverine Trading LLC $-865 12/31/2023
     Put9,200$2,320 12/31/2023
     Call4,300$1,085 12/31/2023
     IWO1,466$370 12/31/2023
GTS Securities LLC $-1,585 12/31/2023
     Put13,200$3,329 12/31/2023
     Call5,000$1,261 12/31/2023
     IWO1,914$483 12/31/2023
Parallax Volatility Advisers L.P. $-50,444 12/31/2023
     Put200,000$50,444 12/31/2023
     IWO1$0 12/31/2023
Highbridge Capital Management LLC1,500,000$-301,065 12/31/2023
     Put1,500,000$301,065 12/31/2023

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

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