HoldingsChannel.com
Funds Holding IWO
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE2,876,953$455,049 03/31/2020
     IWO2,876,953$455,049 03/31/2020
Morgan Stanley2,650,454$419,223 03/31/2020
     IWO2,650,454$419,223 03/31/2020
Wells Fargo & Company MN2,314,801$366,133 03/31/2020
     IWO2,314,801$366,133 03/31/2020
TIAA FSB1,658,771$262,368 03/31/2020
     IWO1,658,771$262,368 03/31/2020
Goldman Sachs Group Inc.1,079,522$170,749 03/31/2020
     IWO1,079,522$170,749 03/31/2020
Envestnet Asset Management Inc.905,812$143,272 03/31/2020
     IWO905,812$143,272 03/31/2020
Barings LLC878,976$139,028 03/31/2020
     IWO878,976$139,028 03/31/2020
Truist Financial Corp875,477$138,474 03/31/2020
     IWO875,477$138,474 03/31/2020
PNC Financial Services Group Inc.691,410$109,360 03/31/2020
     IWO691,410$109,360 03/31/2020
M&T Bank Corp675,778$106,888 03/31/2020
     IWO675,778$106,888 03/31/2020
Cohen Klingenstein LLC646,625$102,277 03/31/2020
     IWO646,625$102,277 03/31/2020
UBS Group AG642,430$101,613 03/31/2020
     IWO642,430$101,613 03/31/2020
Financial Engines Advisors L.L.C.624,229$98,734 03/31/2020
     IWO624,229$98,734 03/31/2020
Citigroup Inc. $95,323 03/31/2020
     IWO621,161$98,249 03/31/2020
     Put19,400$3,068 03/31/2020
     Call900$142 03/31/2020
Commonwealth Equity Services LLC505,879$80,014 03/31/2020
     IWO505,879$80,014 03/31/2020
Alliancebernstein L.P.490,205$77,536 03/31/2020
     IWO490,205$77,536 03/31/2020
Northern Trust Corp451,345$71,389 03/31/2020
     IWO451,345$71,389 03/31/2020
Bank of New York Mellon Corp448,104$70,877 03/31/2020
     IWO448,104$70,877 03/31/2020
FMR LLC409,938$64,840 03/31/2020
     IWO409,938$64,840 03/31/2020
ETRADE Capital Management LLC334,428$52,896 03/31/2020
     IWO334,428$52,896 03/31/2020
Commerce Bank326,974$51,718 03/31/2020
     IWO326,974$51,718 03/31/2020
US Bancorp DE325,793$51,531 03/31/2020
     IWO325,793$51,531 03/31/2020
D.A. Davidson & CO.320,045$50,622 03/31/2020
     IWO320,045$50,622 03/31/2020
Fort Washington Investment Advisors Inc. OH291,135$46,049 03/31/2020
     IWO291,135$46,049 03/31/2020
BNP Paribas Arbitrage SA281,960$44,598 03/31/2020
     IWO281,960$44,598 03/31/2020
LPL Financial LLC270,869$42,843 03/31/2020
     IWO270,869$42,843 03/31/2020
Sei Investments Co.256,730$40,551 03/31/2020
     IWO256,730$40,551 03/31/2020
JPMorgan Chase & Co.249,730$39,500 03/31/2020
     IWO249,730$39,500 03/31/2020
First Republic Investment Management Inc.235,939$37,318 03/31/2020
     IWO235,939$37,318 03/31/2020
Raymond James & Associates226,114$35,765 03/31/2020
     IWO226,114$35,765 03/31/2020
Wellington Management Group LLP226,004$35,747 03/31/2020
     IWO226,004$35,747 03/31/2020
Royal Bank of Canada216,871$34,303 03/31/2020
     IWO216,871$34,303 03/31/2020
Synovus Financial Corp216,229$34,200 03/31/2020
     IWO216,229$34,200 03/31/2020
Susquehanna International Group LLP $30,848 03/31/2020
     IWO272,635$43,122 03/31/2020
     Put105,100$16,624 03/31/2020
     Call27,500$4,350 03/31/2020
Keybank National Association OH192,072$30,380 03/31/2020
     IWO192,072$30,380 03/31/2020
Rinet Co LLC153,568$24,290 03/31/2020
     IWO153,568$24,290 03/31/2020
Cetera Advisor Networks LLC152,473$24,110 03/31/2020
     IWO152,473$24,110 03/31/2020
BlackRock Inc.152,341$24,096 03/31/2020
     IWO152,341$24,096 03/31/2020
Tower Research Capital LLC TRC 144,529$22,860 03/31/2020
     IWO144,529$22,860 03/31/2020
Brinker Capital Inc.132,744$20,996 03/31/2020
     IWO132,744$20,996 03/31/2020
Stephens Inc. AR130,128$20,582 03/31/2020
     IWO130,128$20,582 03/31/2020
BBVA USA Bancshares Inc.129,517$20,486 03/31/2020
     IWO129,517$20,486 03/31/2020
Waldron Private Wealth LLC123,542$19,540 03/31/2020
     IWO123,542$19,540 03/31/2020
Ameriprise Financial Inc.118,737$18,736 03/31/2020
     IWO118,737$18,736 03/31/2020
Silvercrest Asset Management Group LLC105,534$16,692 03/31/2020
     IWO105,534$16,692 03/31/2020
Advisor Group Holdings Inc.123,071$16,572 03/31/2020
     IWO123,071$16,572 03/31/2020
Reilly Financial Advisors LLC100,849$15,951 03/31/2020
     IWO100,849$15,951 03/31/2020
Zimmer Partners LP $15,817 03/31/2020
     Call100,000$15,817 03/31/2020
JOYN Advisors Inc.92,247$14,591 03/31/2020
     IWO92,247$14,591 03/31/2020
RSM US Wealth Management LLC91,722$14,508 03/31/2020
     IWO91,722$14,508 03/31/2020
Moneta Group Investment Advisors LLC87,653$13,864 03/31/2020
     IWO87,653$13,864 03/31/2020
Veritable L.P.79,988$12,652 03/31/2020
     IWO79,988$12,652 03/31/2020
Brown Advisory Inc.78,905$12,481 03/31/2020
     IWO78,905$12,481 03/31/2020
Raymond James Financial Services Advisors Inc.78,163$12,367 03/31/2020
     IWO78,163$12,367 03/31/2020
Fiera Capital Corp77,842$12,313 03/31/2020
     IWO77,842$12,313 03/31/2020
Two Sigma Securities LLC $12,036 03/31/2020
     IWO73,792$11,672 03/31/2020
     Call2,300$364 03/31/2020
Vaughan AND Company Securities Inc.73,312$11,596 03/31/2020
     IWO73,312$11,596 03/31/2020
Stifel Financial Corp69,258$10,914 03/31/2020
     IWO69,258$10,914 03/31/2020
IndexIQ Advisors LLC67,440$10,667 03/31/2020
     IWO67,440$10,667 03/31/2020
Credit Suisse AG66,529$10,523 03/31/2020
     IWO66,529$10,523 03/31/2020
MUFG Americas Holdings Corp66,092$10,453 03/31/2020
     IWO66,092$10,453 03/31/2020
MML Investors Services LLC64,576$10,214 03/31/2020
     IWO64,576$10,214 03/31/2020
American Century Companies Inc.64,295$10,170 03/31/2020
     IWO64,295$10,170 03/31/2020
AMG National Trust Bank62,512$9,887 03/31/2020
     IWO62,512$9,887 03/31/2020
Badgley Phelps & Bell Inc.61,022$9,652 03/31/2020
     IWO61,022$9,652 03/31/2020
Fifth Third Bancorp58,892$9,315 03/31/2020
     IWO58,892$9,315 03/31/2020
Northwestern Mutual Wealth Management Co.58,718$9,287 03/31/2020
     IWO58,718$9,287 03/31/2020
MAI Capital Management55,932$8,847 03/31/2020
     IWO55,932$8,847 03/31/2020
Hsbc Holdings PLC55,173$8,727 03/31/2020
     IWO55,173$8,727 03/31/2020
HighTower Advisors LLC $8,666 03/31/2020
     IWO54,792$8,666 03/31/2020
     Call4,500$0 03/31/2020
United Capital Financial Advisers LLC53,182$8,412 03/31/2020
     IWO53,182$8,412 03/31/2020
Lido Advisors LLC52,661$8,330 03/31/2020
     IWO52,661$8,330 03/31/2020
Private Advisor Group LLC51,470$8,140 03/31/2020
     IWO51,470$8,140 03/31/2020
Courier Capital LLC48,427$8,046 03/31/2020
     IWO48,427$8,046 03/31/2020
HNP Capital LLC48,427$8,046 03/31/2020
     IWO48,427$8,046 03/31/2020
Mariner LLC47,872$7,999 03/31/2020
     IWO47,872$7,999 03/31/2020
Creative Planning48,035$7,598 03/31/2020
     IWO48,035$7,598 03/31/2020
Elk Creek Partners LLC47,399$7,497 03/31/2020
     IWO47,399$7,497 03/31/2020
Duff & Phelps Investment Management Co.47,220$7,469 03/31/2020
     IWO47,220$7,469 03/31/2020
Mercer Global Advisors Inc. ADV46,522$7,358 03/31/2020
     IWO46,522$7,358 03/31/2020
Covenant Partners LLC46,239$7,314 03/31/2020
     IWO46,239$7,314 03/31/2020
Strategic Wealth Partners Group LLC45,562$7,207 03/31/2020
     IWO45,562$7,207 03/31/2020
Balasa Dinverno & Foltz LLC44,282$7,004 03/31/2020
     IWO44,282$7,004 03/31/2020
Baird Financial Group Inc.43,846$6,935 03/31/2020
     IWO43,846$6,935 03/31/2020
WoodTrust Financial Corp42,300$6,691 03/31/2020
     IWO42,300$6,691 03/31/2020
Crescent Grove Advisors LLC41,977$6,640 03/31/2020
     IWO41,977$6,640 03/31/2020
Whittier Trust Co. of Nevada Inc.39,690$6,278 03/31/2020
     IWO39,690$6,278 03/31/2020
Fiduciary Trust Co.39,047$6,176 03/31/2020
     IWO39,047$6,176 03/31/2020
LBJ Family Wealth Advisors Ltd.29,624$6,128 06/30/2020
     IWO29,624$6,128 06/30/2020
Cetera Advisors LLC38,381$6,071 03/31/2020
     IWO38,381$6,071 03/31/2020
Iberiabank Corp37,506$5,932 03/31/2020
     IWO37,506$5,932 03/31/2020
Flaharty Asset Management LLC37,350$5,907 03/31/2020
     IWO37,350$5,907 03/31/2020
Captrust Financial Advisors39,981$5,894 03/31/2020
     IWO39,981$5,894 03/31/2020
Parkside Financial Bank & Trust36,621$5,792 03/31/2020
     IWO36,621$5,792 03/31/2020
Welch Capital Partners LLC NY35,899$5,678 03/31/2020
     IWO35,899$5,678 03/31/2020
Cambridge Investment Research Advisors Inc.35,333$5,589 03/31/2020
     IWO35,333$5,589 03/31/2020
BOKF NA34,378$5,438 03/31/2020
     IWO34,378$5,438 03/31/2020
Vantage Investment Partners LLC34,000$5,378 03/31/2020
     IWO34,000$5,378 03/31/2020
Spearhead Capital Advisors LLC32,952$5,212 03/31/2020
     IWO32,952$5,212 03/31/2020
Ferris Capital LLC32,284$5,106 03/31/2020
     IWO32,284$5,106 03/31/2020
Hillcrest Wealth Advisors NY LLC32,100$5,077 03/31/2020
     IWO32,100$5,077 03/31/2020
Jones Financial Companies Lllp32,299$5,025 03/31/2020
     IWO32,299$5,025 03/31/2020
Glenmede Trust Co. NA $4,891 03/31/2020
     IWO21,183$4,537 03/31/2020
     COMMON17,332$354 03/31/2020
Carolinas Wealth Consulting LLC30,905$4,889 03/31/2020
     IWO30,905$4,889 03/31/2020
Mechanics Bank Trust Department30,903$4,888 03/31/2020
     IWO30,903$4,888 03/31/2020
EP Wealth Advisors LLC30,416$4,811 03/31/2020
     IWO30,416$4,811 03/31/2020
Wade G W & Inc.29,920$4,733 03/31/2020
     IWO29,920$4,733 03/31/2020
Blair William & Co. IL29,756$4,707 03/31/2020
     IWO29,756$4,707 03/31/2020
Capital Directions Investment Advisors LLC28,929$4,576 03/31/2020
     IWO28,929$4,576 03/31/2020
People s United Financial Inc.28,451$4,500 03/31/2020
     IWO28,451$4,500 03/31/2020
Brookstone Capital Management27,457$4,343 03/31/2020
     IWO27,457$4,343 03/31/2020
Geneva Capital Management LLC27,428$4,338 03/31/2020
     IWO27,428$4,338 03/31/2020
RK Capital Management LLC26,500$4,192 03/31/2020
     IWO26,500$4,192 03/31/2020
CIBC Private Wealth Group LLC25,870$4,092 03/31/2020
     IWO25,870$4,092 03/31/2020
Sequent Asset Management LLC25,751$4,073 03/31/2020
     IWO25,751$4,073 03/31/2020
Corundum Group Inc.25,693$4,064 03/31/2020
     IWO25,693$4,064 03/31/2020
Bishop & Co Investment Management LLC18,856$4,039 03/31/2020
     IWO18,856$4,039 03/31/2020
Comerica Bank22,984$4,006 03/31/2020
     IWO22,984$4,006 03/31/2020
Powell Investment Advisors LLC24,924$3,942 03/31/2020
     IWO24,924$3,942 03/31/2020
Avantax Advisory Services Inc.23,806$3,768 03/31/2020
     IWO23,806$3,768 03/31/2020
Whittier Trust Co.23,780$3,762 03/31/2020
     IWO23,780$3,762 03/31/2020
Macquarie Group Ltd.23,750$3,757 03/31/2020
     IWO23,750$3,757 03/31/2020
Steward Partners Investment Advisory LLC23,749$3,756 03/31/2020
     IWO23,749$3,756 03/31/2020
Simplex Trading LLC23,515$3,719 03/31/2020
     IWO23,515$3,719 03/31/2020
Golden State Wealth Management LLC22,991$3,636 03/31/2020
     IWO22,991$3,636 03/31/2020
Cullen Frost Bankers Inc.22,851$3,614 03/31/2020
     IWO22,851$3,614 03/31/2020
Montecito Bank & Trust22,280$3,524 03/31/2020
     IWO22,280$3,524 03/31/2020
Dowling & Yahnke LLC21,071$3,333 03/31/2020
     IWO21,071$3,333 03/31/2020
FSA Wealth Management LLC20,892$3,305 03/31/2020
     IWO20,892$3,305 03/31/2020
Corient Capital Partners LLC20,119$3,182 03/31/2020
     IWO20,119$3,182 03/31/2020
Johnson Investment Counsel Inc.19,972$3,159 03/31/2020
     IWO19,972$3,159 03/31/2020
One Capital Management LLC19,938$3,154 03/31/2020
     IWO19,938$3,154 03/31/2020
MV Capital Management Inc.19,048$3,013 03/31/2020
     IWO19,048$3,013 03/31/2020
Oldfather Financial Services LLC16,187$2,983 03/31/2020
     IWO16,187$2,983 03/31/2020
Segall Bryant & Hamill LLC18,804$2,979 03/31/2020
     IWO18,804$2,979 03/31/2020
Janney Montgomery Scott LLC18,822$2,977 03/31/2020
     IWO18,822$2,977 03/31/2020
Eaton Vance Management18,799$2,973 03/31/2020
     IWO18,799$2,973 03/31/2020
Heron Financial Group LLC16,899$2,896 03/31/2020
     IWO16,899$2,896 03/31/2020
AdvisorNet Financial Inc18,172$2,874 03/31/2020
     IWO18,172$2,874 03/31/2020
Tompkins Financial Corp17,769$2,811 03/31/2020
     IWO17,769$2,811 03/31/2020
Eagle Asset Management Inc.17,721$2,802 03/31/2020
     IWO17,721$2,802 03/31/2020
Franklin Resources Inc.17,695$2,799 03/31/2020
     IWO17,695$2,799 03/31/2020
Tobias Financial Advisors Inc.17,566$2,778 03/31/2020
     IWO17,566$2,778 03/31/2020
First Allied Advisory Services Inc.17,439$2,758 03/31/2020
     IWO17,439$2,758 03/31/2020
Bartlett & Co. LLC16,827$2,662 03/31/2020
     IWO16,827$2,662 03/31/2020
Pinnacle Associates Ltd.16,220$2,565 03/31/2020
     IWO16,220$2,565 03/31/2020
Dakota Wealth Management16,198$2,562 03/31/2020
     IWO16,198$2,562 03/31/2020
AlphaMark Advisors LLC16,185$2,560 03/31/2020
     IWO16,185$2,560 03/31/2020
Meristem Family Wealth LLC16,093$2,545 03/31/2020
     IWO16,093$2,545 03/31/2020
Welch & Forbes LLC15,804$2,500 03/31/2020
     IWO15,804$2,500 03/31/2020
Quadrant Capital Group LLC15,705$2,485 03/31/2020
     IWO15,705$2,485 03/31/2020
Regal Wealth Group Inc.15,610$2,469 03/31/2020
     IWO15,610$2,469 03/31/2020
Covington Capital Management15,569$2,463 03/31/2020
     IWO15,569$2,463 03/31/2020
Northern Oak Wealth Management Inc.15,207$2,405 03/31/2020
     IWO15,207$2,405 03/31/2020
Bank of Montreal Can15,873$2,370 03/31/2020
     IWO15,873$2,370 03/31/2020
Brighton Jones LLC14,738$2,331 03/31/2020
     IWO14,738$2,331 03/31/2020
RPg Family Wealth Advisory LLC14,598$2,309 03/31/2020
     IWO14,598$2,309 03/31/2020
LifePlan Financial Group Inc14,535$2,299 03/31/2020
     IWO14,535$2,299 03/31/2020
CWM LLC14,226$2,250 03/31/2020
     IWO14,226$2,250 03/31/2020
Affinity Capital Advisors LLC13,075$2,248 03/31/2020
     IWO13,075$2,248 03/31/2020
Sand Hill Global Advisors LLC14,059$2,224 03/31/2020
     IWO14,059$2,224 03/31/2020
Lake Street Financial LLC14,024$2,218 03/31/2020
     IWO14,024$2,218 03/31/2020
Honkamp Krueger Financial Services Inc.13,970$2,210 03/31/2020
     IWO13,970$2,210 03/31/2020
Segment Wealth Management LLC13,902$2,199 03/31/2020
     IWO13,902$2,199 03/31/2020
Round Table Services LLC13,351$2,112 03/31/2020
     IWO13,351$2,112 03/31/2020
Harbor Investment Advisory LLC12,904$2,041 03/31/2020
     IWO12,904$2,041 03/31/2020
Voya Investment Management LLC12,668$2,004 03/31/2020
     IWO12,668$2,004 03/31/2020
Thrivent Financial for Lutherans12,524$1,981 03/31/2020
     IWO12,524$1,981 03/31/2020
Equitable Holdings Inc.12,314$1,948 03/31/2020
     IWO12,314$1,948 03/31/2020
Goldstein Munger & Associates12,238$1,936 03/31/2020
     IWO12,238$1,936 03/31/2020
Taylor Cottrill Erickson & Associates Inc.12,198$1,929 03/31/2020
     IWO12,198$1,929 03/31/2020
Argent Wealth Management LLC12,175$1,912 03/31/2020
     IWO12,175$1,912 03/31/2020
Moody Lynn & Lieberson LLC12,039$1,904 03/31/2020
     IWO12,039$1,904 03/31/2020
UBS Asset Management Americas Inc.11,928$1,887 03/31/2020
     IWO11,928$1,887 03/31/2020
Somerset Group LLC11,922$1,886 03/31/2020
     IWO11,922$1,886 03/31/2020
Parsec Financial Management Inc.11,392$1,802 03/31/2020
     IWO11,392$1,802 03/31/2020
Huntington National Bank11,295$1,786 03/31/2020
     IWO11,295$1,786 03/31/2020
Zions Bancorporation N.A.11,035$1,745 03/31/2020
     IWO11,035$1,745 03/31/2020
First Hawaiian Bank10,984$1,738 03/31/2020
     IWO10,984$1,738 03/31/2020
Financial Counselors Inc.10,919$1,727 03/31/2020
     IWO10,919$1,727 03/31/2020
DT Investment Partners LLC10,897$1,724 03/31/2020
     IWO10,897$1,724 03/31/2020
Strategic Wealth Advisors Group LLC11,416$1,690 03/31/2020
     IWO11,416$1,690 03/31/2020
First Horizon Advisors Inc.10,678$1,689 03/31/2020
     IWO10,678$1,689 03/31/2020
B. Riley Wealth Management Inc.10,674$1,688 03/31/2020
     IWO10,674$1,688 03/31/2020
Connecticut Wealth Management LLC10,576$1,673 03/31/2020
     IWO10,576$1,673 03/31/2020
Atlas Brown Inc.10,559$1,670 03/31/2020
     IWO10,559$1,670 03/31/2020
XML Financial LLC10,461$1,655 03/31/2020
     IWO10,461$1,655 03/31/2020
Wesbanco Bank Inc.10,373$1,640 03/31/2020
     IWO10,373$1,640 03/31/2020
Sigma Planning Corp10,319$1,632 03/31/2020
     IWO10,319$1,632 03/31/2020
Investment Partners LTD.10,245$1,620 03/31/2020
     IWO10,245$1,620 03/31/2020
StrategIQ Financial Group LLC10,241$1,620 03/31/2020
     IWO10,241$1,620 03/31/2020
BRYN MAWR TRUST Co10,125$1,601 03/31/2020
     IWO10,125$1,601 03/31/2020
Victory Capital Management Inc.10,104$1,598 03/31/2020
     IWO10,104$1,598 03/31/2020
Sage Advisory Services Ltd.Co.10,100$1,598 03/31/2020
     IWO10,100$1,598 03/31/2020
Regions Financial Corp10,010$1,583 03/31/2020
     IWO10,010$1,583 03/31/2020
Chemung Canal Trust Co.9,748$1,542 03/31/2020
     IWO9,748$1,542 03/31/2020
Country Club Trust Company n.a.9,111$1,451 03/31/2020
     IWO9,111$1,451 03/31/2020
Landscape Capital Management L.L.C.9,100$1,439 03/31/2020
     IWO9,100$1,439 03/31/2020
Fieldpoint Private Securities LLC9,078$1,436 03/31/2020
     IWO9,078$1,436 03/31/2020
360 Financial Inc.9,042$1,430 03/31/2020
     IWO9,042$1,430 03/31/2020
FinTrust Capital Advisors LLC8,988$1,422 03/31/2020
     IWO8,988$1,422 03/31/2020
Simon Quick Advisors LLC8,819$1,395 03/31/2020
     IWO8,819$1,395 03/31/2020
Oppenheimer & Co. Inc.8,568$1,355 03/31/2020
     IWO8,568$1,355 03/31/2020
Sunbelt Securities Inc.6,750$1,323 03/31/2020
     IWO6,750$1,323 03/31/2020
UMB Bank N A MO8,328$1,318 03/31/2020
     IWO8,328$1,318 03/31/2020
Intersect Capital LLC8,186$1,295 03/31/2020
     IWO8,186$1,295 03/31/2020
Meeder Asset Management Inc.8,061$1,275 03/31/2020
     IWO8,061$1,275 03/31/2020
Jackson Grant Investment Advisers Inc.8,040$1,272 03/31/2020
     IWO8,040$1,272 03/31/2020
Colony Group LLC8,010$1,267 03/31/2020
     IWO8,010$1,267 03/31/2020
Cobblestone Capital Advisors LLC NY7,750$1,226 03/31/2020
     IWO7,750$1,226 03/31/2020
Nwam LLC7,753$1,226 03/31/2020
     IWO7,753$1,226 03/31/2020
Washington Trust Bank7,696$1,217 03/31/2020
     IWO7,696$1,217 03/31/2020
Parametric Portfolio Associates LLC7,539$1,192 03/31/2020
     IWO7,539$1,192 03/31/2020
Aspiriant LLC7,495$1,186 03/31/2020
     IWO7,495$1,186 03/31/2020
Beacon Pointe Advisors LLC7,425$1,172 03/31/2020
     IWO7,425$1,172 03/31/2020
Stratos Wealth Partners LTD.7,308$1,156 03/31/2020
     IWO7,308$1,156 03/31/2020
Tiedemann Advisors LLC7,160$1,133 03/31/2020
     IWO7,160$1,133 03/31/2020
L & S Advisors Inc7,130$1,128 03/31/2020
     IWO7,130$1,128 03/31/2020
Clark Capital Management Group Inc.7,114$1,125 03/31/2020
     IWO7,114$1,125 03/31/2020
Arcadia Investment Management Corp MI6,995$1,106 03/31/2020
     IWO6,995$1,106 03/31/2020
Highland Capital Management LLC6,952$1,100 03/31/2020
     IWO6,952$1,100 03/31/2020
Starfire Investment Advisers Inc.6,948$1,098 03/31/2020
     IWO6,948$1,098 03/31/2020
Lincoln National Corp6,888$1,090 03/31/2020
     IWO6,888$1,090 03/31/2020
Occidental Asset Management LLC6,835$1,081 03/31/2020
     IWO6,835$1,081 03/31/2020
First Midwest Bank Trust Division6,823$1,079 03/31/2020
     IWO6,823$1,079 03/31/2020
Kingfisher Capital LLC6,817$1,078 03/31/2020
     IWO6,817$1,078 03/31/2020
Marshall Financial Group Inc. ADV6,659$1,053 03/31/2020
     IWO6,659$1,053 03/31/2020
We Are One Seven LLC6,621$1,047 03/31/2020
     IWO6,621$1,047 03/31/2020
Chatham Capital Group Inc.6,435$1,018 03/31/2020
     IWO6,435$1,018 03/31/2020
Disciplined Investments LLC6,323$1,000 03/31/2020
     IWO6,323$1,000 03/31/2020
Stock Yards Bank & Trust Co.6,157$974 03/31/2020
     IWO6,157$974 03/31/2020
Fulton Breakefield Broenniman LLC6,136$971 03/31/2020
     IWO6,136$971 03/31/2020
Legacy Bridge LLC6,132$970 03/31/2020
     IWO6,132$970 03/31/2020
St. Louis Trust Co6,088$963 03/31/2020
     IWO6,088$963 03/31/2020
Buckingham Asset Management LLC6,013$951 03/31/2020
     IWO6,013$951 03/31/2020
Texas Yale Capital Corp.5,990$947 03/31/2020
     IWO5,990$947 03/31/2020
Riverbridge Partners LLC5,839$924 03/31/2020
     IWO5,839$924 03/31/2020
Insight 2811 Inc.5,673$897 03/31/2020
     IWO5,673$897 03/31/2020
Southern Wealth Management LLP5,667$896 03/31/2020
     IWO5,667$896 03/31/2020
Van ECK Associates Corp5,613$888 03/31/2020
     IWO5,613$888 03/31/2020
Raymond James Trust N.A.5,534$875 03/31/2020
     IWO5,534$875 03/31/2020
BTC Capital Management Inc.5,537$875 03/31/2020
     IWO5,537$875 03/31/2020
Sontag Advisory LLC5,510$872 03/31/2020
     IWO5,510$872 03/31/2020
Wealthspire Advisors L.P.5,510$872 03/31/2020
     IWO5,510$872 03/31/2020
Private Vista LLC5,497$870 03/31/2020
     IWO5,497$870 03/31/2020
FineMark National Bank & Trust5,482$867 03/31/2020
     IWO5,482$867 03/31/2020
Transform Wealth LLC5,425$858 03/31/2020
     IWO5,425$858 03/31/2020
Haverford Trust Co.5,407$855 03/31/2020
     IWO5,407$855 03/31/2020
Ameritas Investment Company LLC5,420$855 03/31/2020
     IWO5,420$855 03/31/2020
Valeo Financial Advisors LLC4,965$844 03/31/2020
     IWO4,965$844 03/31/2020
AdvicePeriod LLC5,293$837 03/31/2020
     IWO5,293$837 03/31/2020
Wilbanks Smith & Thomas Asset Management LLC5,273$834 03/31/2020
     IWO5,273$834 03/31/2020
Jacobs Levy Equity Management Inc.5,251$831 03/31/2020
     IWO5,251$831 03/31/2020
Accredited Investors Inc.5,208$824 03/31/2020
     IWO5,208$824 03/31/2020
Rockefeller Capital Management L.P.5,192$821 03/31/2020
     IWO5,192$821 03/31/2020
Aft Forsyth & Company Inc.5,130$811 03/31/2020
     IWO5,130$811 03/31/2020
Conestoga Capital Advisors LLC5,000$791 03/31/2020
     IWO5,000$791 03/31/2020
Eukles Asset Management4,917$778 03/31/2020
     IWO4,917$778 03/31/2020
Townsend Asset Management Corp NC ADV4,867$770 03/31/2020
     IWO4,867$770 03/31/2020
William Blair Investment Management LLC4,844$766 03/31/2020
     IWO4,844$766 03/31/2020
Boston Family Office LLC4,810$761 03/31/2020
     IWO4,810$761 03/31/2020
First Trust Advisors LP4,762$753 03/31/2020
     IWO4,762$753 03/31/2020
SVA Wealth Management LLC4,570$723 03/31/2020
     IWO4,570$723 03/31/2020
Relyea Zuckerberg Hanson LLC4,564$722 03/31/2020
     IWO4,564$722 03/31/2020
Personal CFO Solutions LLC4,509$713 03/31/2020
     IWO4,509$713 03/31/2020
Summit Trail Advisors LLC4,474$708 03/31/2020
     IWO4,474$708 03/31/2020
Crestwood Advisors Group LLC4,448$703 03/31/2020
     IWO4,448$703 03/31/2020
Homrich & Berg4,426$700 03/31/2020
     IWO4,426$700 03/31/2020
Elgethun Capital Management4,358$689 03/31/2020
     IWO4,358$689 03/31/2020
Cadence Bank NA4,302$680 03/31/2020
     IWO4,302$680 03/31/2020
Summit Financial LLC4,302$680 03/31/2020
     IWO4,302$680 03/31/2020
Mid Atlantic Financial Management Inc. ADV4,294$679 03/31/2020
     IWO4,294$679 03/31/2020
Financial Advocates Investment Management4,228$668 03/31/2020
     IWO4,228$668 03/31/2020
Stordahl Capital Management Inc.4,495$654 03/31/2020
     IWO4,495$654 03/31/2020
Garde Capital Inc.4,116$651 03/31/2020
     IWO4,116$651 03/31/2020
Bell Bank4,088$647 03/31/2020
     IWO4,088$647 03/31/2020
Cetera Investment Advisers4,332$644 03/31/2020
     IWO4,332$644 03/31/2020
HBK Sorce Advisory LLC3,941$623 03/31/2020
     IWO3,941$623 03/31/2020
Sonata Capital Group Inc.3,919$620 03/31/2020
     IWO3,919$620 03/31/2020
Autus Asset Management LLC3,874$613 03/31/2020
     IWO3,874$613 03/31/2020
Armor Investment Advisors LLC3,840$607 03/31/2020
     IWO3,840$607 03/31/2020
Smithfield Trust Co.3,733$591 03/31/2020
     IWO3,733$591 03/31/2020
Appleton Partners Inc. MA3,654$578 03/31/2020
     IWO3,654$578 03/31/2020
Chicago Capital LLC3,646$577 03/31/2020
     IWO3,646$577 03/31/2020
Wellspring Financial Advisors LLC3,650$577 03/31/2020
     IWO3,650$577 03/31/2020
First National Bank Sioux Falls3,609$571 03/31/2020
     IWO3,609$571 03/31/2020
Parallel Advisors LLC3,485$551 03/31/2020
     IWO3,485$551 03/31/2020
Rice Hall James & Associates LLC3,476$550 03/31/2020
     IWO3,476$550 03/31/2020
Kistler Tiffany Companies LLC2,546$545 03/31/2020
     IWO2,546$545 03/31/2020
Keudell Morrison Wealth Management3,400$538 03/31/2020
     IWO3,400$538 03/31/2020
Palisades Hudson Asset Management L.P.3,342$529 03/31/2020
     IWO3,342$529 03/31/2020
Jasper Ridge Partners L.P.3,258$515 03/31/2020
     IWO3,258$515 03/31/2020
Oak Ridge Investments LLC3,219$509 03/31/2020
     IWO3,219$509 03/31/2020
Ironwood Investment Counsel LLC3,175$502 03/31/2020
     IWO3,175$502 03/31/2020
Financial Advisory Service Inc.3,175$502 03/31/2020
     IWO3,175$502 03/31/2020
Acima Private Wealth LLC3,170$501 03/31/2020
     IWO3,170$501 03/31/2020
Rhumbline Advisers3,160$500 03/31/2020
     IWO3,160$500 03/31/2020
First Business Financial Services Inc.3,152$499 03/31/2020
     IWO3,152$499 03/31/2020
Fulton Bank N. A.2,409$498 06/30/2020
     IWO2,409$498 06/30/2020
Dixon Hubard Feinour & Brown Inc. VA3,090$489 03/31/2020
     IWO3,090$489 03/31/2020
Cranbrook Wealth Management LLC3,093$489 03/31/2020
     IWO3,093$489 03/31/2020
Glenview Trust Co3,076$487 03/31/2020
     IWO3,076$487 03/31/2020
Gables Capital Management Inc.3,075$486 03/31/2020
     IWO3,075$486 03/31/2020
National Asset Management Inc.3,062$485 03/31/2020
     IWO3,062$485 03/31/2020
Alesco Advisors LLC3,050$482 03/31/2020
     IWO3,050$482 03/31/2020
Shine Investment Advisory Services Inc.3,042$481 03/31/2020
     IWO3,042$481 03/31/2020
TCF National Bank3,041$481 03/31/2020
     IWO3,041$481 03/31/2020
NTV Asset Management LLC3,028$479 03/31/2020
     IWO3,028$479 03/31/2020
JFS Wealth Advisors LLC3,027$479 03/31/2020
     IWO3,027$479 03/31/2020
Capital Bank & Trust Co3,023$478 03/31/2020
     IWO3,023$478 03/31/2020
Clearwater Capital Advisors LLC3,008$476 03/31/2020
     IWO3,008$476 03/31/2020
Greenleaf Trust2,988$473 03/31/2020
     IWO2,988$473 03/31/2020
Guidance Point Advisors LLC2,984$471 03/31/2020
     IWO2,984$471 03/31/2020
Alera Investment Advisors LLC482$470 03/31/2020
     IWO482$470 03/31/2020
West Coast Financial LLC2,886$456 03/31/2020
     IWO2,886$456 03/31/2020
Kayne Anderson Rudnick Investment Management LLC2,792$444 03/31/2020
     IWO2,792$444 03/31/2020
Intl Fcstone Inc.2,796$443 03/31/2020
     IWO2,796$443 03/31/2020
Hollencrest Capital Management2,776$439 03/31/2020
     IWO2,776$439 03/31/2020
Laurel Wealth Advisors LLC2,777$439 03/31/2020
     IWO2,777$439 03/31/2020
GHP Investment Advisors Inc.2,744$434 03/31/2020
     IWO2,744$434 03/31/2020
Prospera Financial Services Inc2,743$434 03/31/2020
     IWO2,743$434 03/31/2020
Davidson Trust Co.2,740$432 03/31/2020
     IWO2,740$432 03/31/2020
Clear Investment Research LLC2,718$430 03/31/2020
     IWO2,718$430 03/31/2020
Punch & Associates Investment Management Inc.2,711$429 03/31/2020
     IWO2,711$429 03/31/2020
Farr Miller & Washington LLC DC2,696$426 03/31/2020
     IWO2,696$426 03/31/2020
HM Payson & Co.2,668$422 03/31/2020
     IWO2,668$422 03/31/2020
Diversified Trust Co2,619$414 03/31/2020
     IWO2,619$414 03/31/2020
First National Trust Co2,598$411 03/31/2020
     IWO2,598$411 03/31/2020
Cypress Wealth Services LLC2,597$411 03/31/2020
     IWO2,597$411 03/31/2020
LS Investment Advisors LLC2,575$407 03/31/2020
     IWO2,575$407 03/31/2020
Wedgewood Investors Inc. PA2,546$403 03/31/2020
     IWO2,546$403 03/31/2020
Garrison Point Advisors LLC2,515$398 03/31/2020
     IWO2,515$398 03/31/2020
Essex Investment Management Co. LLC2,509$397 03/31/2020
     IWO2,509$397 03/31/2020
Carnegie Capital Asset Management LLC2,512$397 03/31/2020
     IWO2,512$397 03/31/2020
V Wealth Advisors LLC2,480$392 03/31/2020
     IWO2,480$392 03/31/2020
Pennsylvania Trust Co2,460$389 03/31/2020
     IWO2,460$389 03/31/2020
Comerica Securities Inc.2,444$387 03/31/2020
     IWO2,444$387 03/31/2020
Oxford Financial Group Ltd.2,432$385 03/31/2020
     IWO2,432$385 03/31/2020
Prime Capital Investment Advisors LLC2,429$384 03/31/2020
     IWO2,429$384 03/31/2020
Keebeck Alpha LP2,420$383 03/31/2020
     IWO2,420$383 03/31/2020
Advisory Services Network LLC2,345$371 03/31/2020
     IWO2,345$371 03/31/2020
BHK Investment Advisors LLC2,303$364 03/31/2020
     IWO2,303$364 03/31/2020
Lakeview Capital Partners LLC2,273$360 03/31/2020
     IWO2,273$360 03/31/2020
Murphy Capital Management Inc.2,250$355 03/31/2020
     IWO2,250$355 03/31/2020
Phocas Financial Corp.2,240$354 03/31/2020
     IWO2,240$354 03/31/2020
Robertson Stephens Wealth Management LLC2,234$353 03/31/2020
     IWO2,234$353 03/31/2020
Drexel Morgan & Co.2,165$342 03/31/2020
     IWO2,165$342 03/31/2020
Verition Fund Management LLC2,136$338 03/31/2020
     IWO2,136$338 03/31/2020
Perigon Wealth Management LLC1,987$338 03/31/2020
     IWO1,987$338 03/31/2020
ST Germain D J Co. Inc.2,120$335 03/31/2020
     IWO2,120$335 03/31/2020
United Asset Strategies Inc.2,112$334 03/31/2020
     IWO2,112$334 03/31/2020
Nachman Norwood & Parrott Inc2,102$332 03/31/2020
     IWO2,102$332 03/31/2020
Madison Asset Management LLC2,062$326 03/31/2020
     IWO2,062$326 03/31/2020
Gilbert & Cook Inc.2,052$325 03/31/2020
     IWO2,052$325 03/31/2020
Brown Advisory Securities LLC2,049$322 03/31/2020
     IWO2,049$322 03/31/2020
Evanson Asset Management LLC2,035$322 03/31/2020
     IWO2,035$322 03/31/2020
Arcus Capital Partners LLC2,030$321 03/31/2020
     IWO2,030$321 03/31/2020
Mosaic Family Wealth LLC2,029$321 03/31/2020
     IWO2,029$321 03/31/2020
Budros Ruhlin & Roe Inc.2,009$318 03/31/2020
     IWO2,009$318 03/31/2020
Inspirion Wealth Advisors LLC2,000$316 03/31/2020
     IWO2,000$316 03/31/2020
Ellis Investment Partners LLC2,148$316 03/31/2020
     IWO2,148$316 03/31/2020
Girard Partners LTD.1,996$315 03/31/2020
     IWO1,996$315 03/31/2020
Palisade Asset Management LLC1,994$315 03/31/2020
     IWO1,994$315 03/31/2020
Sullivan Bruyette Speros & Blaney LLC1,992$315 03/31/2020
     IWO1,992$315 03/31/2020
Gerber Kawasaki Wealth & Investment Management1,979$313 03/31/2020
     IWO1,979$313 03/31/2020
FDx Advisors Inc.1,973$312 03/31/2020
     IWO1,973$312 03/31/2020
HRT Financial LLC1,949$308 03/31/2020
     IWO1,949$308 03/31/2020
Gladstone Institutional Advisory LLC1,942$307 03/31/2020
     IWO1,942$307 03/31/2020
Towerpoint Wealth LLC1,935$306 03/31/2020
     IWO1,935$306 03/31/2020
TBH Global Asset Management LLC1,900$301 03/31/2020
     IWO1,900$301 03/31/2020
Cahaba Wealth Management Inc.1,888$298 03/31/2020
     IWO1,888$298 03/31/2020
Cit Bank NA Wealth Management1,875$297 03/31/2020
     IWO1,875$297 03/31/2020
High Falls Advisors Inc1,877$297 03/31/2020
     IWO1,877$297 03/31/2020
NexWave Capital Partners LLC1,873$296 03/31/2020
     IWO1,873$296 03/31/2020
Dubuque Bank & Trust Co.1,855$293 03/31/2020
     IWO1,855$293 03/31/2020
Schneider Downs Wealth Management Advisors LP1,841$291 03/31/2020
     IWO1,841$291 03/31/2020
D.B. Root & Company LLC1,845$291 03/31/2020
     IWO1,845$291 03/31/2020
Ingalls & Snyder LLC1,830$289 03/31/2020
     IWO1,830$289 03/31/2020
Carlton Hofferkamp & Jenks Wealth Management LLC1,512$286 03/31/2020
     IWO1,512$286 03/31/2020
Harel Insurance Investments & Financial Services Ltd.1,800$285 03/31/2020
     IWO1,800$285 03/31/2020
Betterment LLC1,795$284 03/31/2020
     IWO1,795$284 03/31/2020
Patriot Investment Management Inc.1,785$282 03/31/2020
     IWO1,785$282 03/31/2020
Evercore Wealth Management LLC1,766$280 03/31/2020
     IWO1,766$280 03/31/2020
Pinnacle Wealth Planning Services Inc.1,762$278 03/31/2020
     IWO1,762$278 03/31/2020
Proequities Inc.1,753$277 03/31/2020
     IWO1,753$277 03/31/2020
FCG Advisors LLC1,742$276 03/31/2020
     IWO1,742$276 03/31/2020
Joel Isaacson & Co. LLC1,740$275 03/31/2020
     IWO1,740$275 03/31/2020
Edgestream Partners L.P.1,729$273 03/31/2020
     IWO1,729$273 03/31/2020
Allen Investment Management LLC1,720$272 03/31/2020
     IWO1,720$272 03/31/2020
Private Portfolio Partners LLC1,721$272 03/31/2020
     IWO1,721$272 03/31/2020
Center for Financial Planning Inc.1,722$272 03/31/2020
     IWO1,722$272 03/31/2020
Asset Management Corp IL ADV1,709$270 03/31/2020
     IWO1,709$270 03/31/2020
Cerity Partners LLC1,705$270 03/31/2020
     IWO1,705$270 03/31/2020
Summit Financial Group Inc.1,300$269 06/30/2020
     IWO1,300$269 06/30/2020
Parallax Volatility Advisers L.P.1,700$269 03/31/2020
     IWO1,700$269 03/31/2020
Capital Advisors Ltd. LLC2,258$268 03/31/2020
     IWO2,258$268 03/31/2020
Pegasus Asset Management Inc.1,689$267 03/31/2020
     IWO1,689$267 03/31/2020
CAPROCK Group Inc.1,670$264 03/31/2020
     IWO1,670$264 03/31/2020
Avestar Capital LLC1,672$264 03/31/2020
     IWO1,672$264 03/31/2020
Seelaus Asset Management LLC1,648$261 03/31/2020
     IWO1,648$261 03/31/2020
First Merchants Corp1,625$257 03/31/2020
     IWO1,625$257 03/31/2020
Financial Architects Inc1,586$251 03/31/2020
     IWO1,586$251 03/31/2020
Mycio Wealth Partners LLC1,565$248 03/31/2020
     IWO1,565$248 03/31/2020
Windsor Group LTD1,189$246 06/30/2020
     IWO1,189$246 06/30/2020
Sequoia Financial Advisors LLC1,548$245 03/31/2020
     IWO1,548$245 03/31/2020
Ambassador Advisors LLC1,549$245 03/31/2020
     IWO1,549$245 03/31/2020
Mission Wealth Management LP1,545$244 03/31/2020
     IWO1,545$244 03/31/2020
Global Retirement Partners LLC1,540$244 03/31/2020
     IWO1,540$244 03/31/2020
Western Wealth Management LLC1,547$244 03/31/2020
     IWO1,547$244 03/31/2020
Aprio Wealth Management LLC1,528$242 03/31/2020
     IWO1,528$242 03/31/2020
Wintrust Investments LLC1,519$240 03/31/2020
     IWO1,519$240 03/31/2020
Bank OZK1,518$240 03/31/2020
     IWO1,518$240 03/31/2020
Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,500$237 03/31/2020
     IWO1,500$237 03/31/2020
Driehaus Capital Management LLC1,490$236 03/31/2020
     IWO1,490$236 03/31/2020
Thoroughbred Financial Services LLC1,490$236 03/31/2020
     IWO1,490$236 03/31/2020
Colorado Capital Management Inc.1,479$233 03/31/2020
     IWO1,479$233 03/31/2020
Paradigm Financial Advisors LLC1,460$231 03/31/2020
     IWO1,460$231 03/31/2020
Warren Averett Asset Management LLC1,420$225 03/31/2020
     IWO1,420$225 03/31/2020
Balentine LLC1,405$222 03/31/2020
     IWO1,405$222 03/31/2020
Montag A & Associates Inc.1,385$219 03/31/2020
     IWO1,385$219 03/31/2020
Klingenstein Fields & Co. LLC1,376$218 03/31/2020
     IWO1,376$218 03/31/2020
Rikoon Group LLC1,378$218 03/31/2020
     IWO1,378$218 03/31/2020
Bedel Financial Consulting Inc.1,380$218 03/31/2020
     IWO1,380$218 03/31/2020
Royal Fund Management LLC1,382$218 03/31/2020
     IWO1,382$218 03/31/2020
Linscomb & Williams Inc.1,370$217 03/31/2020
     IWO1,370$217 03/31/2020
NEXT Financial Group Inc1,377$217 03/31/2020
     IWO1,377$217 03/31/2020
Walter & Keenan Financial Consulting Co. MI ADV1,449$214 03/31/2020
     IWO1,449$214 03/31/2020
Arthur M. Cohen & Associates LLC1,449$214 03/31/2020
     IWO1,449$214 03/31/2020
Bessemer Group Inc.1,338$212 03/31/2020
     IWO1,338$212 03/31/2020
Resources Investment Advisors LLC.1,342$212 03/31/2020
     IWO1,342$212 03/31/2020
S&CO Inc.1,329$210 03/31/2020
     IWO1,329$210 03/31/2020
Associated Banc Corp1,315$208 03/31/2020
     IWO1,315$208 03/31/2020
Oakworth Capital Inc.1,312$208 03/31/2020
     IWO1,312$208 03/31/2020
Kingsview Wealth Management LLC1,301$206 03/31/2020
     IWO1,301$206 03/31/2020
Chevy Chase Trust Holdings Inc.1,297$205 03/31/2020
     IWO1,297$205 03/31/2020
IFG Advisory LLC1,292$204 03/31/2020
     IWO1,292$204 03/31/2020
Hilltop Holdings Inc.1,283$203 03/31/2020
     IWO1,283$203 03/31/2020
Bangor Savings Bank1,276$202 03/31/2020
     IWO1,276$202 03/31/2020
Argent Trust Co1,267$200 03/31/2020
     IWO1,267$200 03/31/2020
Fuller & Thaler Asset Management Inc.1,170$185 03/31/2020
     IWO1,170$185 03/31/2020
Berman Capital Advisors LLC1,139$180 03/31/2020
     IWO1,139$180 03/31/2020
Allworth Financial LP1,128$178 03/31/2020
     IWO1,128$178 03/31/2020
Stonebridge Financial Planning Group LLC1,082$177 03/31/2020
     IWO1,082$177 03/31/2020
Signaturefd LLC1,087$172 03/31/2020
     IWO1,087$172 03/31/2020
Massmutual Trust Co. FSB ADV1,081$171 03/31/2020
     IWO1,081$171 03/31/2020
Patriot Financial Group Insurance Agency LLC1,052$166 03/31/2020
     IWO1,052$166 03/31/2020
Barrett Asset Management LLC943$149 03/31/2020
     IWO943$149 03/31/2020
Glassman Wealth Services940$149 03/31/2020
     IWO940$149 03/31/2020
Independence Advisors LLC933$148 03/31/2020
     IWO933$148 03/31/2020
Key Financial Inc927$148 03/31/2020
     IWO927$148 03/31/2020
Arkadios Wealth Advisors920$146 03/31/2020
     IWO920$146 03/31/2020
Pinnacle Financial Partners Inc.917$145 03/31/2020
     IWO917$145 03/31/2020
Trust Co. of Vermont917$145 03/31/2020
     IWO917$145 03/31/2020
Clearbridge Investments LLC914$145 03/31/2020
     IWO914$145 03/31/2020
Pathstone Family Office LLC909$144 03/31/2020
     IWO909$144 03/31/2020
Peachtree Investment Partners LLC910$143 03/31/2020
     IWO910$143 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC677$140 06/30/2020
     IWO677$140 06/30/2020
Brown Brothers Harriman & Co.860$136 03/31/2020
     IWO860$136 03/31/2020
Thompson Siegel & Walmsley LLC840$133 03/31/2020
     IWO840$133 03/31/2020
Deutsche Bank AG835$132 03/31/2020
     IWO835$132 03/31/2020
MetLife Investment Management LLC825$130 03/31/2020
     IWO825$130 03/31/2020
Clearstead Advisors LLC818$129 03/31/2020
     IWO818$129 03/31/2020
Enterprise Financial Services Corp794$126 03/31/2020
     IWO794$126 03/31/2020
Arrow Financial Corp775$123 03/31/2020
     IWO775$123 03/31/2020
Flagship Harbor Advisors LLC767$121 03/31/2020
     IWO767$121 03/31/2020
Sandy Spring Bank727$115 03/31/2020
     IWO727$115 03/31/2020
Country Trust Bank705$112 03/31/2020
     IWO705$112 03/31/2020
Arden Trust Co699$110 03/31/2020
     IWO699$110 03/31/2020
Ropes Wealth Advisors LLC686$109 03/31/2020
     IWO686$109 03/31/2020
IFP Advisors Inc667$107 03/31/2020
     IWO667$107 03/31/2020
Carroll Financial Associates Inc.664$105 03/31/2020
     IWO664$105 03/31/2020
Atlantic Trust LLC650$103 03/31/2020
     IWO650$103 03/31/2020
Wealthcare Capital Management LLC620$98 03/31/2020
     IWO620$98 03/31/2020
Rice Partnership LLC610$96 03/31/2020
     IWO610$96 03/31/2020
Private Ocean LLC606$95 03/31/2020
     IWO606$95 03/31/2020
Evoke Wealth LLC600$95 03/31/2020
     IWO600$95 03/31/2020
CENTRAL TRUST Co584$92 03/31/2020
     IWO584$92 03/31/2020
Optimum Investment Advisors547$87 03/31/2020
     IWO547$87 03/31/2020
Rocky Mountain Advisers LLC545$86 03/31/2020
     IWO545$86 03/31/2020
Sun Life Financial INC530$84 03/31/2020
     IWO530$84 03/31/2020
Claraphi Advisory Network LLC534$84 03/31/2020
     IWO534$84 03/31/2020
Adirondack Trust Co.510$81 03/31/2020
     IWO510$81 03/31/2020
1832 Asset Management L.P.502$80 03/31/2020
     IWO502$80 03/31/2020
TCI Wealth Advisors Inc.507$80 03/31/2020
     IWO507$80 03/31/2020
Squar Milner Financial Services LLC509$80 03/31/2020
     IWO509$80 03/31/2020
Castleark Management LLC500$79 03/31/2020
     IWO500$79 03/31/2020
Citadel Advisors LLC $79 03/31/2020
     Call19,600$3,100 03/31/2020
     Put19,100$3,021 03/31/2020
Procyon Private Wealth Partners LLC499$79 03/31/2020
     IWO499$79 03/31/2020
Manchester Capital Management LLC477$75 03/31/2020
     IWO477$75 03/31/2020
Lazard Asset Management LLC450$71 03/31/2020
     IWO450$71 03/31/2020
Family Management Corp451$71 03/31/2020
     IWO451$71 03/31/2020
QCI Asset Management Inc. NY436$69 03/31/2020
     IWO436$69 03/31/2020
Howe & Rusling Inc.417$66 03/31/2020
     IWO417$66 03/31/2020
Sowell Financial Services LLC399$63 03/31/2020
     IWO399$63 03/31/2020
Lehman & Derafelo Financial Resources LLC399$63 03/31/2020
     IWO399$63 03/31/2020
CNB Bank394$62 03/31/2020
     IWO394$62 03/31/2020
San Francisco Sentry Investment Group CA378$60 03/31/2020
     IWO378$60 03/31/2020
Sugarloaf Wealth Management LLC367$58 03/31/2020
     IWO367$58 03/31/2020
Modus Advisors LLC275$57 06/30/2020
     IWO275$57 06/30/2020
Fred Alger Management LLC363$57 03/31/2020
     IWO363$57 03/31/2020
Sonora Investment Management LLC353$56 03/31/2020
     IWO353$56 03/31/2020
Benjamin F. Edwards & Company Inc.337$53 03/31/2020
     IWO337$53 03/31/2020
Ellevest Inc.235$49 06/30/2020
     IWO235$49 06/30/2020
Truewealth LLC311$49 03/31/2020
     IWO311$49 03/31/2020
Tsfg LLC307$49 03/31/2020
     IWO307$49 03/31/2020
Dividend Assets Capital LLC305$48 03/31/2020
     IWO305$48 03/31/2020
Financial Advantage Inc.302$47 03/31/2020
     IWO302$47 03/31/2020
Tortoise Investment Management LLC295$47 03/31/2020
     IWO295$47 03/31/2020
West Bancorporation Inc.290$46 03/31/2020
     IWO290$46 03/31/2020
Atlas Capital Advisors LLC276$44 03/31/2020
     IWO276$44 03/31/2020
Bourgeon Capital Management LLC274$43 03/31/2020
     IWO274$43 03/31/2020
GW&K Investment Management LLC265$42 03/31/2020
     IWO265$42 03/31/2020
Wealthcare Advisory Partners LLC267$42 03/31/2020
     IWO267$42 03/31/2020
Lucia Wealth Services LLC245$39 03/31/2020
     IWO245$39 03/31/2020
Brand Asset Management Group Inc.228$36 03/31/2020
     IWO228$36 03/31/2020
Perkins Coie Trust Co215$34 03/31/2020
     IWO215$34 03/31/2020
Roble Belko & Company Inc200$32 03/31/2020
     IWO200$32 03/31/2020
HHM Wealth Advisors LLC200$32 03/31/2020
     IWO200$32 03/31/2020
Provident Wealth Management LLC201$32 03/31/2020
     IWO201$32 03/31/2020
Boston Private Wealth LLC200$31 03/31/2020
     IWO200$31 03/31/2020
Assetmark Inc.188$30 03/31/2020
     IWO188$30 03/31/2020
Aptus Capital Advisors LLC193$30 03/31/2020
     IWO193$30 03/31/2020
Jackson Hole Capital Partners LLC192$30 03/31/2020
     IWO192$30 03/31/2020
Certified Advisory Corp182$29 03/31/2020
     IWO182$29 03/31/2020
Ancora Advisors LLC175$28 03/31/2020
     IWO175$28 03/31/2020
Carmichael Hill & Associates Inc.175$28 03/31/2020
     IWO175$28 03/31/2020
Independence Bank of Kentucky180$28 03/31/2020
     IWO180$28 03/31/2020
Aspire Private Capital LLC174$28 03/31/2020
     IWO174$28 03/31/2020
North Star Investment Management Corp.170$27 03/31/2020
     IWO170$27 03/31/2020
MCF Advisors LLC168$27 03/31/2020
     IWO168$27 03/31/2020
Farmers & Merchants Trust Co of Chambersburg PA172$27 03/31/2020
     IWO172$27 03/31/2020
SYM FINANCIAL Corp165$26 03/31/2020
     IWO165$26 03/31/2020
Stearns Financial Services Group163$26 03/31/2020
     IWO163$26 03/31/2020
Trustcore Financial Services LLC162$26 03/31/2020
     IWO162$26 03/31/2020
Archer Investment Corp166$26 03/31/2020
     IWO166$26 03/31/2020
Pittenger & Anderson Inc.155$25 03/31/2020
     IWO155$25 03/31/2020
Advisory Alpha LLC146$25 03/31/2020
     IWO146$25 03/31/2020
Institutional & Family Asset Management LLC160$25 03/31/2020
     IWO160$25 03/31/2020
Enterprise Trust & Investment Co150$24 03/31/2020
     IWO150$24 03/31/2020
Creative Financial Designs Inc. ADV148$23 03/31/2020
     IWO148$23 03/31/2020
Farmers & Merchants Investments Inc.146$23 03/31/2020
     IWO146$23 03/31/2020
Versant Capital Management Inc150$23 03/31/2020
     IWO150$23 03/31/2020
Barclays PLC $22 03/31/2020
     Put1,500$237 03/31/2020
     Call1,000$158 03/31/2020
     IWO639$101 03/31/2020
Gradient Investments LLC137$22 03/31/2020
     IWO137$22 03/31/2020
Capital Analysts LLC141$22 03/31/2020
     IWO141$22 03/31/2020
Community Bank N.A.141$22 03/31/2020
     IWO141$22 03/31/2020
Capital Asset Advisory Services LLC115$21 03/31/2020
     IWO115$21 03/31/2020
Norway Savings Bank126$20 03/31/2020
     IWO126$20 03/31/2020
HCR Wealth Advisors127$20 03/31/2020
     IWO127$20 03/31/2020
Asset Dedication LLC120$19 03/31/2020
     IWO120$19 03/31/2020
SRS Capital Advisors Inc.122$19 03/31/2020
     IWO122$19 03/31/2020
Trust Co119$19 03/31/2020
     IWO119$19 03/31/2020
Investment Research & Advisory Group Inc.118$19 03/31/2020
     IWO118$19 03/31/2020
EPG Wealth Management LLC111$18 03/31/2020
     IWO111$18 03/31/2020
Blume Capital Management Inc.103$16 03/31/2020
     IWO103$16 03/31/2020
Pinnacle Bank100$16 03/31/2020
     IWO100$16 03/31/2020
Red Cedar Investment Management LLC103$16 03/31/2020
     IWO103$16 03/31/2020
McIlrath & Eck LLC95$15 03/31/2020
     IWO95$15 03/31/2020
Lee Financial Co90$14 03/31/2020
     IWO90$14 03/31/2020
Sound Income Strategies LLC91$14 03/31/2020
     IWO91$14 03/31/2020
Duncker Streett & Co. Inc.75$12 03/31/2020
     IWO75$12 03/31/2020
Wealth Quarterback LLC74$12 03/31/2020
     IWO74$12 03/31/2020
Mcmillion Capital Management Inc.70$11 03/31/2020
     IWO70$11 03/31/2020
American National Bank68$11 03/31/2020
     IWO68$11 03/31/2020
Cordasco Financial Network72$11 03/31/2020
     IWO72$11 03/31/2020
Harvest Group Wealth Management LLC70$11 03/31/2020
     IWO70$11 03/31/2020
Retirement Network70$11 03/31/2020
     IWO70$11 03/31/2020
JNBA Financial Advisors62$10 03/31/2020
     IWO62$10 03/31/2020
MBM Wealth Consultants LLC64$10 03/31/2020
     IWO64$10 03/31/2020
Kore Private Wealth LLC66$10 03/31/2020
     IWO66$10 03/31/2020
Citizens Financial Group Inc RI58$9 03/31/2020
     IWO58$9 03/31/2020
Evensky & Katz LLC58$9 03/31/2020
     IWO58$9 03/31/2020
Hanson & Doremus Investment Management54$9 03/31/2020
     IWO54$9 03/31/2020
Litman Gregory Asset Management LLC54$9 03/31/2020
     IWO54$9 03/31/2020
Burt Wealth Advisors49$8 03/31/2020
     IWO49$8 03/31/2020
Capital Investment Advisory Services LLC53$8 03/31/2020
     IWO53$8 03/31/2020
Private Capital Group LLC50$8 03/31/2020
     IWO50$8 03/31/2020
Savior LLC52$8 03/31/2020
     IWO52$8 03/31/2020
Orion Portfolio Solutions LLC48$8 03/31/2020
     IWO48$8 03/31/2020
Ayalon Holdings Ltd.50$7 03/31/2020
     IWO50$7 03/31/2020
BDO Wealth Advisors LLC44$7 03/31/2020
     IWO44$7 03/31/2020
Emerald Investment Partners LLC47$7 03/31/2020
     IWO47$7 03/31/2020
Efficient Wealth Management LLC44$7 03/31/2020
     IWO44$7 03/31/2020
Firestone Capital Management43$7 03/31/2020
     IWO43$7 03/31/2020
Column Capital Advisors LLC40$6 03/31/2020
     IWO40$6 03/31/2020
PrairieView Partners LLC39$6 03/31/2020
     IWO39$6 03/31/2020
MBE Wealth Management LLC42$6 03/31/2020
     IWO42$6 03/31/2020
Investors Research Corp33$5 03/31/2020
     IWO33$5 03/31/2020
Weaver Consulting Group31$5 03/31/2020
     IWO31$5 03/31/2020
Red Door Wealth Management LLC34$5 03/31/2020
     IWO34$5 03/31/2020
Forefront Analytics LLC23$4 03/31/2020
     IWO23$4 03/31/2020
WASHINGTON TRUST Co20$3 03/31/2020
     IWO20$3 03/31/2020
RPG Investment Advisory LLC10$2 03/31/2020
     IWO10$2 03/31/2020
Anderson Fisher LLC10$2 03/31/2020
     IWO10$2 03/31/2020
Toronto Dominion Bank6$1 03/31/2020
     IWO6$1 03/31/2020
Corbenic Partners LLC7$1 03/31/2020
     IWO7$1 03/31/2020
Biltmore Family Office LLC5$1 03/31/2020
     IWO5$1 03/31/2020
CX Institutional7$1 03/31/2020
     IWO7$1 03/31/2020
Lindbrook Capital LLC8$1 03/31/2020
     IWO8$1 03/31/2020
Plante Moran Financial Advisors LLC0$0 03/31/2020
     IWO0$0 03/31/2020
Exane Derivatives1$0 03/31/2020
     IWO1$0 03/31/2020
Cutler Group LP $-247 03/31/2020
     Put5,400$286 03/31/2020
     Call16,200$39 03/31/2020
Invenomic Capital Management LP $-2,323 03/31/2020
     Put553$2,323 03/31/2020
Jane Street Group LLC2,000$-24,842 03/31/2020
     Put235,300$37,217 03/31/2020
     IWO76,245$12,059 03/31/2020
     Call2,000$316 03/31/2020

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

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