HoldingsChannel.com
Funds Holding IWO
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE3,548,984$683,996 09/30/2019
     IWO3,548,984$683,996 09/30/2019
Morgan Stanley2,808,641$541,310 09/30/2019
     IWO2,808,641$541,310 09/30/2019
Wells Fargo & Company MN2,706,543$521,632 09/30/2019
     IWO2,706,543$521,632 09/30/2019
TIAA FSB1,653,165$318,615 09/30/2019
     IWO1,653,165$318,615 09/30/2019
Goldman Sachs Group Inc.1,141,174$219,938 09/30/2019
     IWO1,141,174$219,938 09/30/2019
Barings LLC818,476$157,745 09/30/2019
     IWO818,476$157,745 09/30/2019
Envestnet Asset Management Inc.771,699$148,730 09/30/2019
     IWO771,699$148,730 09/30/2019
Citigroup Inc. $147,402 09/30/2019
     IWO773,814$149,137 09/30/2019
     Put13,900$2,679 09/30/2019
     Call4,900$944 09/30/2019
Financial Engines Advisors L.L.C.719,441$138,658 09/30/2019
     IWO719,441$138,658 09/30/2019
M&T Bank Corp707,085$136,276 09/30/2019
     IWO707,085$136,276 09/30/2019
Sterling Capital Management LLC702,480$135,389 09/30/2019
     IWO702,480$135,389 09/30/2019
PNC Financial Services Group Inc.700,115$134,933 09/30/2019
     IWO700,115$134,933 09/30/2019
Cohen Klingenstein LLC665,008$128,167 09/30/2019
     IWO665,008$128,167 09/30/2019
UBS Group AG659,422$127,090 09/30/2019
     IWO659,422$127,090 09/30/2019
BNP Paribas Arbitrage SA642,560$123,841 09/30/2019
     IWO642,560$123,841 09/30/2019
FMR LLC536,204$103,343 09/30/2019
     IWO536,204$103,343 09/30/2019
Commonwealth Equity Services LLC489,498$94,341 09/30/2019
     IWO489,498$94,341 09/30/2019
Northern Trust Corp455,821$87,850 09/30/2019
     IWO455,821$87,850 09/30/2019
Bank of New York Mellon Corp371,232$71,548 09/30/2019
     IWO371,232$71,548 09/30/2019
Commerce Bank332,090$64,004 09/30/2019
     IWO332,090$64,004 09/30/2019
US Bancorp DE326,871$62,998 09/30/2019
     IWO326,871$62,998 09/30/2019
Wellington Management Group LLP325,020$62,641 09/30/2019
     IWO325,020$62,641 09/30/2019
Synovus Financial Corp321,664$62,021 09/30/2019
     IWO321,664$62,021 09/30/2019
ETRADE Capital Management LLC314,812$60,674 09/30/2019
     IWO314,812$60,674 09/30/2019
Alliancebernstein L.P.303,074$58,411 09/30/2019
     IWO303,074$58,411 09/30/2019
LPL Financial LLC300,168$57,852 09/30/2019
     IWO300,168$57,852 09/30/2019
D.A. Davidson & CO.297,487$57,335 09/30/2019
     IWO297,487$57,335 09/30/2019
Fort Washington Investment Advisors Inc. OH291,174$56,118 09/30/2019
     IWO291,174$56,118 09/30/2019
First Republic Investment Management Inc.287,308$55,373 09/30/2019
     IWO287,308$55,373 09/30/2019
Bank of Montreal Can234,019$45,103 09/30/2019
     IWO234,019$45,103 09/30/2019
Raymond James & Associates230,391$44,407 09/30/2019
     IWO230,391$44,407 09/30/2019
BlackRock Inc.227,535$43,853 09/30/2019
     IWO227,535$43,853 09/30/2019
Suntrust Banks Inc.217,229$41,866 09/30/2019
     IWO217,229$41,866 09/30/2019
Keybank National Association OH216,255$41,679 09/30/2019
     IWO216,255$41,679 09/30/2019
Royal Bank of Canada212,070$40,871 09/30/2019
     IWO212,070$40,871 09/30/2019
Sei Investments Co.193,049$39,386 09/30/2019
     IWO193,049$39,386 09/30/2019
Cetera Advisor Networks LLC167,171$32,219 09/30/2019
     IWO167,171$32,219 09/30/2019
Waldron Private Wealth LLC167,130$32,211 09/30/2019
     IWO167,130$32,211 09/30/2019
Rinet Co LLC158,886$30,622 09/30/2019
     IWO158,886$30,622 09/30/2019
Brinker Capital Inc.140,789$27,134 09/30/2019
     IWO140,789$27,134 09/30/2019
BBVA USA Bancshares Inc.132,852$25,605 09/30/2019
     IWO132,852$25,605 09/30/2019
Stephens Inc. AR120,622$23,248 09/30/2019
     IWO120,622$23,248 09/30/2019
JOYN Advisors Inc.119,594$23,049 09/30/2019
     IWO119,594$23,049 09/30/2019
JPMorgan Chase & Co.115,376$22,236 09/30/2019
     IWO115,376$22,236 09/30/2019
Badgley Phelps & Bell Inc.112,890$21,757 09/30/2019
     IWO112,890$21,757 09/30/2019
Raymond James Financial Services Advisors Inc.112,707$21,727 09/30/2019
     IWO112,707$21,727 09/30/2019
Ameriprise Financial Inc.108,869$20,974 09/30/2019
     IWO108,869$20,974 09/30/2019
Silvercrest Asset Management Group LLC108,554$20,922 09/30/2019
     IWO108,554$20,922 09/30/2019
Brown Advisory Inc.99,230$19,126 09/30/2019
     IWO99,230$19,126 09/30/2019
Cornerstone Advisors Inc.95,584$18,422 09/30/2019
     IWO95,584$18,422 09/30/2019
Reilly Financial Advisors LLC92,807$17,887 09/30/2019
     IWO92,807$17,887 09/30/2019
Moneta Group Investment Advisors LLC92,004$17,732 09/30/2019
     IWO92,004$17,732 09/30/2019
MML Investors Services LLC76,501$14,744 09/30/2019
     IWO76,501$14,744 09/30/2019
AMG National Trust Bank76,170$14,680 09/30/2019
     IWO76,170$14,680 09/30/2019
MUFG Americas Holdings Corp71,923$13,862 09/30/2019
     IWO71,923$13,862 09/30/2019
ExodusPoint Capital Management LP71,225$13,727 09/30/2019
     IWO71,225$13,727 09/30/2019
Stifel Financial Corp67,626$13,057 09/30/2019
     IWO67,626$13,057 09/30/2019
Fiera Capital Corp66,288$12,776 09/30/2019
     IWO66,288$12,776 09/30/2019
HighTower Advisors LLC65,090$12,551 09/30/2019
     IWO65,090$12,551 09/30/2019
Private Advisor Group LLC62,720$12,190 09/30/2019
     IWO62,720$12,190 09/30/2019
Hsbc Holdings PLC60,671$11,693 09/30/2019
     IWO60,671$11,693 09/30/2019
Fifth Third Bancorp59,989$11,562 09/30/2019
     IWO59,989$11,562 09/30/2019
Lido Advisors LLC58,474$11,270 09/30/2019
     IWO58,474$11,270 09/30/2019
Two Sigma Securities LLC $10,528 09/30/2019
     IWO60,026$11,569 09/30/2019
     Put5,400$1,041 09/30/2019
MAI Capital Management53,756$10,360 09/30/2019
     IWO53,756$10,360 09/30/2019
UBS Asset Management Americas Inc.52,532$10,124 09/30/2019
     IWO52,532$10,124 09/30/2019
Advisor Group Inc.52,347$10,092 09/30/2019
     IWO52,347$10,092 09/30/2019
Cetera Advisors LLC50,773$9,804 09/30/2019
     IWO50,773$9,804 09/30/2019
Baird Financial Group Inc.50,463$9,726 09/30/2019
     IWO50,463$9,726 09/30/2019
Ladenburg Thalmann Financial Services Inc.49,358$9,511 09/30/2019
     IWO49,358$9,511 09/30/2019
Duff & Phelps Investment Management Co.47,220$9,101 09/30/2019
     IWO47,220$9,101 09/30/2019
Strategic Wealth Partners Group LLC47,094$9,076 09/30/2019
     IWO47,094$9,076 09/30/2019
United Capital Financial Advisers LLC46,925$9,044 09/30/2019
     IWO46,925$9,044 09/30/2019
Mariner LLC46,292$8,922 09/30/2019
     IWO46,292$8,922 09/30/2019
Creative Planning46,276$8,919 09/30/2019
     IWO46,276$8,919 09/30/2019
WoodTrust Financial Corp45,594$8,787 09/30/2019
     IWO45,594$8,787 09/30/2019
Crescent Grove Advisors LLC44,527$8,582 09/30/2019
     IWO44,527$8,582 09/30/2019
Parkside Financial Bank & Trust43,878$8,456 09/30/2019
     IWO43,878$8,456 09/30/2019
Courier Capital LLC44,527$8,402 09/30/2019
     IWO44,527$8,402 09/30/2019
Mercer Global Advisors Inc. ADV42,992$8,285 09/30/2019
     IWO42,992$8,285 09/30/2019
BB&T Corp42,928$8,273 09/30/2019
     IWO42,928$8,273 09/30/2019
Northwestern Mutual Wealth Management Co.42,474$8,186 09/30/2019
     IWO42,474$8,186 09/30/2019
Fiduciary Trust Co.41,199$7,941 09/30/2019
     IWO41,199$7,941 09/30/2019
Veritable L.P.40,760$7,856 09/30/2019
     IWO40,760$7,856 09/30/2019
Covenant Partners LLC40,561$7,817 09/30/2019
     IWO40,561$7,817 09/30/2019
BOKF NA38,819$7,482 09/30/2019
     IWO38,819$7,482 09/30/2019
Whittier Trust Co. of Nevada Inc.38,540$7,428 09/30/2019
     IWO38,540$7,428 09/30/2019
Welch Capital Partners LLC NY37,743$7,274 09/30/2019
     IWO37,743$7,274 09/30/2019
Flaharty Asset Management LLC35,941$6,927 09/30/2019
     IWO35,941$6,927 09/30/2019
Iberiabank Corp35,207$6,785 09/30/2019
     IWO35,207$6,785 09/30/2019
Vantage Investment Partners LLC34,000$6,553 09/30/2019
     IWO34,000$6,553 09/30/2019
Hillcrest Wealth Advisors NY LLC33,810$6,516 09/30/2019
     IWO33,810$6,516 09/30/2019
LBJ Family Wealth Advisors Ltd.32,859$6,333 09/30/2019
     IWO32,859$6,333 09/30/2019
Cambridge Investment Research Advisors Inc.32,718$6,306 09/30/2019
     IWO32,718$6,306 09/30/2019
Ferris Capital LLC32,284$6,222 09/30/2019
     IWO32,284$6,222 09/30/2019
Victory Capital Management Inc.31,811$6,131 09/30/2019
     IWO31,811$6,131 09/30/2019
CIBC Private Wealth Group LLC30,822$5,940 09/30/2019
     IWO30,822$5,940 09/30/2019
Mechanics Bank Trust Department30,453$5,869 09/30/2019
     IWO30,453$5,869 09/30/2019
Voya Investment Management LLC29,100$5,608 09/30/2019
     IWO29,100$5,608 09/30/2019
Boston Advisors LLC29,026$5,594 09/30/2019
     IWO29,026$5,594 09/30/2019
Capital Directions Investment Advisors LLC27,823$5,362 09/30/2019
     IWO27,823$5,362 09/30/2019
Blair William & Co. IL27,802$5,358 09/30/2019
     IWO27,802$5,358 09/30/2019
Brookstone Capital Management27,317$5,265 09/30/2019
     IWO27,317$5,265 09/30/2019
First Mercantile Trust Co.26,565$5,120 09/30/2019
     IWO26,565$5,120 09/30/2019
Ranger Investment Management L.P.26,555$5,118 09/30/2019
     IWO26,555$5,118 09/30/2019
People s United Financial Inc.26,054$5,021 09/30/2019
     IWO26,054$5,021 09/30/2019
Corundum Group Inc.25,869$4,986 09/30/2019
     IWO25,869$4,986 09/30/2019
Sequent Asset Management LLC25,751$4,963 09/30/2019
     IWO25,751$4,963 09/30/2019
Jones Financial Companies Lllp24,925$4,787 09/30/2019
     IWO24,925$4,787 09/30/2019
Segall Bryant & Hamill LLC24,514$4,733 09/30/2019
     IWO24,514$4,733 09/30/2019
Whittier Trust Co.24,320$4,687 09/30/2019
     IWO24,320$4,687 09/30/2019
Comerica Bank23,599$4,624 09/30/2019
     IWO23,599$4,624 09/30/2019
Steward Partners Investment Advisory LLC23,816$4,590 09/30/2019
     IWO23,816$4,590 09/30/2019
One Capital Management LLC23,188$4,469 09/30/2019
     IWO23,188$4,469 09/30/2019
Montecito Bank & Trust23,175$4,466 09/30/2019
     IWO23,175$4,466 09/30/2019
Cullen Frost Bankers Inc.23,036$4,440 09/30/2019
     IWO23,036$4,440 09/30/2019
Dowling & Yahnke LLC22,457$4,328 09/30/2019
     IWO22,457$4,328 09/30/2019
Parkside Investments LLC22,154$4,270 09/30/2019
     IWO22,154$4,270 09/30/2019
Northern Oak Wealth Management Inc.22,025$4,245 09/30/2019
     IWO22,025$4,245 09/30/2019
Glenmede Trust Co. NA21,822$4,205 09/30/2019
     IWO21,822$4,205 09/30/2019
Golden State Wealth Management LLC21,649$4,172 09/30/2019
     IWO21,649$4,172 09/30/2019
Dakota Wealth Management20,370$3,926 09/30/2019
     IWO20,370$3,926 09/30/2019
Bishop & Co Investment Management LLC20,215$3,896 09/30/2019
     IWO20,215$3,896 09/30/2019
Johnson Investment Counsel Inc.20,149$3,883 09/30/2019
     IWO20,149$3,883 09/30/2019
MV Capital Management Inc.19,770$3,810 09/30/2019
     IWO19,770$3,810 09/30/2019
AdvisorNet Financial Inc19,389$3,737 09/30/2019
     IWO19,389$3,737 09/30/2019
Tompkins Financial Corp18,830$3,629 09/30/2019
     IWO18,830$3,629 09/30/2019
Regal Wealth Group Inc.18,468$3,559 09/30/2019
     IWO18,468$3,559 09/30/2019
AlphaMark Advisors LLC17,323$3,339 09/30/2019
     IWO17,323$3,339 09/30/2019
Guidant Wealth Advisors17,230$3,321 09/30/2019
     IWO17,230$3,321 09/30/2019
Tocqueville Asset Management L.P.16,917$3,260 09/30/2019
     IWO16,917$3,260 09/30/2019
Franklin Resources Inc.16,148$3,112 09/30/2019
     IWO16,148$3,112 09/30/2019
RPg Family Wealth Advisory LLC16,097$3,102 09/30/2019
     IWO16,097$3,102 09/30/2019
Karp Capital Management Corp15,792$3,044 09/30/2019
     IWO15,792$3,044 09/30/2019
Quadrant Capital Group LLC15,705$3,025 09/30/2019
     IWO15,705$3,025 09/30/2019
Covington Capital Management15,589$3,004 09/30/2019
     IWO15,589$3,004 09/30/2019
FTB Advisors Inc.15,439$2,976 09/30/2019
     IWO15,439$2,976 09/30/2019
Prime Capital Investment Advisors LLC15,430$2,974 09/30/2019
     IWO15,430$2,974 09/30/2019
EP Wealth Advisors LLC15,421$2,972 09/30/2019
     IWO15,421$2,972 09/30/2019
CWM LLC15,369$2,964 09/30/2019
     IWO15,369$2,964 09/30/2019
Wade G W & Inc.14,964$2,884 09/30/2019
     IWO14,964$2,884 09/30/2019
LifePlan Financial Group Inc14,948$2,881 09/30/2019
     IWO14,948$2,881 09/30/2019
Honkamp Krueger Financial Services Inc.14,834$2,859 09/30/2019
     IWO14,834$2,859 09/30/2019
Sand Hill Global Advisors LLC14,830$2,858 09/30/2019
     IWO14,830$2,858 09/30/2019
First Allied Advisory Services Inc.14,619$2,821 09/30/2019
     IWO14,619$2,821 09/30/2019
Bartlett & Co. LLC14,624$2,818 09/30/2019
     IWO14,624$2,818 09/30/2019
Captrust Financial Advisors14,615$2,817 09/30/2019
     IWO14,615$2,817 09/30/2019
Welch & Forbes LLC14,604$2,815 09/30/2019
     IWO14,604$2,815 09/30/2019
Round Table Services LLC14,435$2,782 09/30/2019
     IWO14,435$2,782 09/30/2019
Brighton Jones LLC14,069$2,711 09/30/2019
     IWO14,069$2,711 09/30/2019
FBL Investment Management Services Inc. IA13,500$2,603 09/30/2019
     IWO13,500$2,603 09/30/2019
Eaton Vance Management13,283$2,560 09/30/2019
     IWO13,283$2,560 09/30/2019
BB&T Securities LLC13,232$2,551 09/30/2019
     IWO13,232$2,551 09/30/2019
Zions Bancorporation N.A.13,135$2,532 09/30/2019
     IWO13,135$2,532 09/30/2019
Lake Street Financial LLC13,112$2,527 09/30/2019
     IWO13,112$2,527 09/30/2019
Rehmann Capital Advisory Group12,533$2,518 06/30/2019
     IWO12,533$2,518 06/30/2019
Stratos Wealth Partners LTD.12,946$2,495 09/30/2019
     IWO12,946$2,495 09/30/2019
First Hawaiian Bank12,768$2,461 09/30/2019
     IWO12,768$2,461 09/30/2019
Segment Wealth Management LLC12,769$2,461 09/30/2019
     IWO12,769$2,461 09/30/2019
First Midwest Bank Trust Division12,621$2,432 09/30/2019
     IWO12,621$2,432 09/30/2019
BRYN MAWR TRUST Co12,485$2,406 09/30/2019
     IWO12,485$2,406 09/30/2019
Somerset Group LLC12,284$2,367 09/30/2019
     IWO12,284$2,367 09/30/2019
Parsec Financial Management Inc.12,268$2,364 09/30/2019
     IWO12,268$2,364 09/30/2019
Goldstein Munger & Associates12,231$2,357 09/30/2019
     IWO12,231$2,357 09/30/2019
Taylor Cottrill Erickson & Associates Inc.12,198$2,351 09/30/2019
     IWO12,198$2,351 09/30/2019
Huntington National Bank12,164$2,345 09/30/2019
     IWO12,164$2,345 09/30/2019
Stock Yards Bank & Trust Co.12,057$2,323 09/30/2019
     IWO12,057$2,323 09/30/2019
Moody Lynn & Lieberson LLC12,039$2,320 09/30/2019
     IWO12,039$2,320 09/30/2019
Fiduciary Financial Services of The Southwest Inc. TX11,876$2,289 09/30/2019
     IWO11,876$2,289 09/30/2019
Strategic Financial Group LLC11,597$2,235 09/30/2019
     IWO11,597$2,235 09/30/2019
Janney Montgomery Scott LLC11,467$2,210 09/30/2019
     IWO11,467$2,210 09/30/2019
Sigma Planning Corp11,313$2,180 09/30/2019
     IWO11,313$2,180 09/30/2019
Meeder Asset Management Inc.11,236$2,166 09/30/2019
     IWO11,236$2,166 09/30/2019
UMB Bank N A MO10,981$2,117 09/30/2019
     IWO10,981$2,117 09/30/2019
Financial Counselors Inc.10,984$2,117 09/30/2019
     IWO10,984$2,117 09/30/2019
Corient Capital Partners LLC10,909$2,103 09/30/2019
     IWO10,909$2,103 09/30/2019
Credit Suisse AG10,876$2,096 09/30/2019
     IWO10,876$2,096 09/30/2019
Occidental Asset Management LLC10,867$2,094 09/30/2019
     IWO10,867$2,094 09/30/2019
Connecticut Wealth Management LLC10,688$2,060 09/30/2019
     IWO10,688$2,060 09/30/2019
HRT Financial LLC10,363$1,997 09/30/2019
     IWO10,363$1,997 09/30/2019
Regions Financial Corp10,350$1,994 09/30/2019
     IWO10,350$1,994 09/30/2019
Massey Quick Simon & CO. LLC10,153$1,957 09/30/2019
     IWO10,153$1,957 09/30/2019
Investment Partners LTD.10,118$1,950 09/30/2019
     IWO10,118$1,950 09/30/2019
Sage Advisory Services Ltd.Co.10,100$1,947 09/30/2019
     IWO10,100$1,947 09/30/2019
Millennium Management LLC10,058$1,938 09/30/2019
     IWO10,058$1,938 09/30/2019
Chemung Canal Trust Co.9,758$1,881 09/30/2019
     IWO9,758$1,881 09/30/2019
Country Club Trust Company n.a.9,701$1,863 09/30/2019
     IWO9,701$1,863 09/30/2019
FinTrust Capital Advisors LLC9,519$1,835 09/30/2019
     IWO9,519$1,835 09/30/2019
Rice Partnership LLC9,374$1,807 09/30/2019
     IWO9,374$1,807 09/30/2019
Wesbanco Bank Inc.9,045$1,744 09/30/2019
     IWO9,045$1,744 09/30/2019
SlateStone Wealth LLC8,812$1,698 09/30/2019
     IWO8,812$1,698 09/30/2019
Legacy Bridge LLC8,697$1,676 09/30/2019
     IWO8,697$1,676 09/30/2019
L & S Advisors Inc8,684$1,674 09/30/2019
     IWO8,684$1,674 09/30/2019
Boston Private Wealth LLC8,687$1,674 09/30/2019
     IWO8,687$1,674 09/30/2019
William Blair Investment Management LLC8,601$1,658 09/30/2019
     IWO8,601$1,658 09/30/2019
Fieldpoint Private Securities LLC8,346$1,609 09/30/2019
     IWO8,346$1,609 09/30/2019
Osterweis Capital Management Inc.8,295$1,599 09/30/2019
     IWO8,295$1,599 09/30/2019
Nwam LLC8,139$1,569 09/30/2019
     IWO8,139$1,569 09/30/2019
Jackson Grant Investment Advisers Inc.8,099$1,561 09/30/2019
     IWO8,099$1,561 09/30/2019
Oppenheimer & Co. Inc.8,071$1,556 09/30/2019
     IWO8,071$1,556 09/30/2019
Colony Group LLC7,983$1,539 09/30/2019
     IWO7,983$1,539 09/30/2019
Accredited Investors Inc.7,877$1,518 09/30/2019
     IWO7,877$1,518 09/30/2019
Cobblestone Capital Advisors LLC NY7,783$1,500 09/30/2019
     IWO7,783$1,500 09/30/2019
Washington Trust Bank7,727$1,489 09/30/2019
     IWO7,727$1,489 09/30/2019
Marshall Financial Group Inc. ADV7,576$1,460 09/30/2019
     IWO7,576$1,460 09/30/2019
Meristem Family Wealth LLC7,558$1,457 09/30/2019
     IWO7,558$1,457 09/30/2019
Intersect Capital LLC7,540$1,453 09/30/2019
     IWO7,540$1,453 09/30/2019
Parametric Portfolio Associates LLC7,448$1,435 09/30/2019
     IWO7,448$1,435 09/30/2019
We Are One Seven LLC7,431$1,432 09/30/2019
     IWO7,431$1,432 09/30/2019
Starfire Investment Advisers Inc.7,389$1,424 09/30/2019
     IWO7,389$1,424 09/30/2019
Beacon Pointe Wealth Advisors LLC7,316$1,410 09/30/2019
     IWO7,316$1,410 09/30/2019
Highland Capital Management LLC7,297$1,406 09/30/2019
     IWO7,297$1,406 09/30/2019
OLD Mission Capital LLC7,200$1,388 09/30/2019
     IWO7,200$1,388 09/30/2019
Kingfisher Capital LLC7,183$1,384 09/30/2019
     IWO7,183$1,384 09/30/2019
Tiedemann Advisors LLC7,081$1,365 09/30/2019
     IWO7,081$1,365 09/30/2019
Kayne Anderson Rudnick Investment Management LLC7,066$1,363 09/30/2019
     IWO7,066$1,363 09/30/2019
Lincoln National Corp6,974$1,344 09/30/2019
     IWO6,974$1,344 09/30/2019
Chatham Capital Group Inc.6,765$1,304 09/30/2019
     IWO6,765$1,304 09/30/2019
Atlas Brown Inc.6,747$1,300 09/30/2019
     IWO6,747$1,300 09/30/2019
Arcadia Investment Management Corp MI6,675$1,287 09/30/2019
     IWO6,675$1,287 09/30/2019
Valeo Financial Advisors LLC6,657$1,283 09/30/2019
     IWO6,657$1,283 09/30/2019
Pinnacle Associates Ltd.6,574$1,267 09/30/2019
     IWO6,574$1,267 09/30/2019
Fulton Breakefield Broenniman LLC6,514$1,255 09/30/2019
     IWO6,514$1,255 09/30/2019
Lodestar Investment Counsel LLC IL6,180$1,241 06/30/2019
     IWO6,180$1,241 06/30/2019
St. Louis Trust Co6,242$1,203 09/30/2019
     IWO6,242$1,203 09/30/2019
HBK Sorce Advisory LLC6,053$1,167 09/30/2019
     IWO6,053$1,167 09/30/2019
FineMark National Bank & Trust6,022$1,161 09/30/2019
     IWO6,022$1,161 09/30/2019
Texas Yale Capital Corp.5,990$1,154 09/30/2019
     IWO5,990$1,154 09/30/2019
Crestwood Advisors Group LLC5,701$1,099 09/30/2019
     IWO5,701$1,099 09/30/2019
Bronfman E.L. Rothschild L.P.5,695$1,098 09/30/2019
     IWO5,695$1,098 09/30/2019
Van ECK Associates Corp5,669$1,093 09/30/2019
     IWO5,669$1,093 09/30/2019
Raymond James Trust N.A.5,540$1,068 09/30/2019
     IWO5,540$1,068 09/30/2019
BTC Capital Management Inc.5,537$1,067 09/30/2019
     IWO5,537$1,067 09/30/2019
Carnick & Kubik Group LLC5,510$1,062 09/30/2019
     IWO5,510$1,062 09/30/2019
Private Vista LLC5,497$1,060 09/30/2019
     IWO5,497$1,060 09/30/2019
Insight 2811 Inc.5,485$1,057 09/30/2019
     IWO5,485$1,057 09/30/2019
Jacobs Levy Equity Management Inc.5,480$1,056 09/30/2019
     IWO5,480$1,056 09/30/2019
Haverford Trust Co.5,407$1,042 09/30/2019
     IWO5,407$1,042 09/30/2019
Neuberger Berman Group LLC5,373$1,035 09/30/2019
     IWO5,373$1,035 09/30/2019
Riverbridge Partners LLC5,345$1,030 09/30/2019
     IWO5,345$1,030 09/30/2019
AdvicePeriod LLC5,296$1,021 09/30/2019
     IWO5,296$1,021 09/30/2019
Eukles Asset Management5,155$994 09/30/2019
     IWO5,155$994 09/30/2019
First Trust Advisors LP5,138$990 09/30/2019
     IWO5,138$990 09/30/2019
Aft Forsyth & Company Inc.5,130$989 09/30/2019
     IWO5,130$989 09/30/2019
Balasa Dinverno & Foltz LLC5,046$973 09/30/2019
     IWO5,046$973 09/30/2019
Buckingham Asset Management LLC5,045$972 09/30/2019
     IWO5,045$972 09/30/2019
Boston Family Office LLC5,010$966 09/30/2019
     IWO5,010$966 09/30/2019
Financial Advocates Investment Management4,996$963 09/30/2019
     IWO4,996$963 09/30/2019
Thrivent Financial for Lutherans4,993$962 09/30/2019
     IWO4,993$962 09/30/2019
Mid Atlantic Financial Management Inc. ADV4,983$960 09/30/2019
     IWO4,983$960 09/30/2019
Ameritas Investment Corp4,906$945 09/30/2019
     IWO4,906$945 09/30/2019
Financial Advisory Service Inc.4,880$941 09/30/2019
     IWO4,880$941 09/30/2019
Stordahl Capital Management Inc.4,756$917 09/30/2019
     IWO4,756$917 09/30/2019
Clearwater Capital Advisors LLC4,663$899 09/30/2019
     IWO4,663$899 09/30/2019
SVA Wealth Management LLC4,630$892 09/30/2019
     IWO4,630$892 09/30/2019
Cadence Bank NA4,613$889 09/30/2019
     IWO4,613$889 09/30/2019
Shine Investment Advisory Services Inc.4,565$880 09/30/2019
     IWO4,565$880 09/30/2019
Arden Trust Co4,522$871 09/30/2019
     IWO4,522$871 09/30/2019
Homrich & Berg4,458$859 09/30/2019
     IWO4,458$859 09/30/2019
Ingalls & Snyder LLC4,450$858 09/30/2019
     IWO4,450$858 09/30/2019
Bell Bank4,438$855 09/30/2019
     IWO4,438$855 09/30/2019
Shepherd Financial Partners LLC4,401$847 09/30/2019
     IWO4,401$847 09/30/2019
Oak Ridge Investments LLC4,362$841 09/30/2019
     IWO4,362$841 09/30/2019
Elgethun Capital Management4,358$841 09/30/2019
     IWO4,358$841 09/30/2019
NEXT Financial Group Inc4,322$833 09/30/2019
     IWO4,322$833 09/30/2019
Garde Capital Inc.4,194$808 09/30/2019
     IWO4,194$808 09/30/2019
Armor Investment Advisors LLC4,160$802 09/30/2019
     IWO4,160$802 09/30/2019
Smithfield Trust Co.4,117$794 09/30/2019
     IWO4,117$794 09/30/2019
Brown Advisory Securities LLC4,064$782 09/30/2019
     IWO4,064$782 09/30/2019
Autus Asset Management LLC4,052$781 09/30/2019
     IWO4,052$781 09/30/2019
Chartist Inc. CA3,918$755 09/30/2019
     IWO3,918$755 09/30/2019
Cetera Investment Advisers3,884$748 09/30/2019
     IWO3,884$748 09/30/2019
AMI Asset Management Corp3,869$746 09/30/2019
     IWO3,869$746 09/30/2019
Chicago Capital LLC3,768$726 09/30/2019
     IWO3,768$726 09/30/2019
Appleton Partners Inc. MA3,754$724 09/30/2019
     IWO3,754$724 09/30/2019
Sonata Capital Group Inc.3,653$704 09/30/2019
     IWO3,653$704 09/30/2019
First National Bank Sioux Falls3,645$703 09/30/2019
     IWO3,645$703 09/30/2019
Gables Capital Management Inc.3,588$692 09/30/2019
     IWO3,588$692 09/30/2019
Chemical Bank3,435$690 06/30/2019
     IWO3,435$690 06/30/2019
First Business Financial Services Inc.3,427$660 09/30/2019
     IWO3,427$660 09/30/2019
Laurel Wealth Advisors LLC3,407$657 09/30/2019
     IWO3,407$657 09/30/2019
Palisades Hudson Asset Management L.P.3,405$656 09/30/2019
     IWO3,405$656 09/30/2019
Keudell Morrison Wealth Management3,400$655 09/30/2019
     IWO3,400$655 09/30/2019
Parallel Advisors LLC3,390$653 09/30/2019
     IWO3,390$653 09/30/2019
TD Asset Management Inc.6,094$640 09/30/2019
     IWO6,094$640 09/30/2019
First National Trust Co3,313$639 09/30/2019
     IWO3,313$639 09/30/2019
Jasper Ridge Partners L.P.3,258$628 09/30/2019
     IWO3,258$628 09/30/2019
Arcus Capital Partners LLC3,207$618 09/30/2019
     IWO3,207$618 09/30/2019
B. Riley Wealth Management Inc.3,183$613 09/30/2019
     IWO3,183$613 09/30/2019
TCF National Bank3,176$612 09/30/2019
     IWO3,176$612 09/30/2019
Ironwood Investment Counsel LLC3,175$611 09/30/2019
     IWO3,175$611 09/30/2019
Acima Private Wealth LLC3,170$610 09/30/2019
     IWO3,170$610 09/30/2019
Guidance Point Advisors LLC3,159$608 09/30/2019
     IWO3,159$608 09/30/2019
Punch & Associates Investment Management Inc.3,143$606 09/30/2019
     IWO3,143$606 09/30/2019
NTV Asset Management LLC3,128$603 09/30/2019
     IWO3,128$603 09/30/2019
Clear Investment Research LLC3,125$602 09/30/2019
     IWO3,125$602 09/30/2019
Mycio Wealth Partners LLC2,803$601 09/30/2019
     IWO2,803$601 09/30/2019
Cranbrook Wealth Management LLC3,093$596 09/30/2019
     IWO3,093$596 09/30/2019
LS Investment Advisors LLC3,075$593 09/30/2019
     IWO3,075$593 09/30/2019
Glenview Trust Co3,076$593 09/30/2019
     IWO3,076$593 09/30/2019
Greenleaf Trust3,071$592 09/30/2019
     IWO3,071$592 09/30/2019
Alesco Advisors LLC3,050$588 09/30/2019
     IWO3,050$588 09/30/2019
Carnegie Capital Asset Management LLC3,051$588 09/30/2019
     IWO3,051$588 09/30/2019
Capital Planning Advisors LLC3,034$585 09/30/2019
     IWO3,034$585 09/30/2019
Capital Bank & Trust Co3,023$583 09/30/2019
     IWO3,023$583 09/30/2019
JFS Wealth Advisors LLC2,939$566 09/30/2019
     IWO2,939$566 09/30/2019
West Coast Financial LLC2,886$556 09/30/2019
     IWO2,886$556 09/30/2019
Hollencrest Capital Management2,776$535 09/30/2019
     IWO2,776$535 09/30/2019
Fuller & Thaler Asset Management Inc.2,758$532 09/30/2019
     IWO2,758$532 09/30/2019
Wedgewood Investors Inc. PA2,758$532 09/30/2019
     IWO2,758$532 09/30/2019
Farr Miller & Washington LLC DC2,696$520 09/30/2019
     IWO2,696$520 09/30/2019
Rockefeller Capital Management L.P.2,683$517 09/30/2019
     IWO2,683$517 09/30/2019
HM Payson & Co.2,668$514 09/30/2019
     IWO2,668$514 09/30/2019
National Asset Management Inc.2,633$508 09/30/2019
     IWO2,633$508 09/30/2019
Diversified Trust Co2,619$505 09/30/2019
     IWO2,619$505 09/30/2019
Atria Investments LLC2,603$502 09/30/2019
     IWO2,603$502 09/30/2019
Cypress Wealth Services LLC2,597$500 09/30/2019
     IWO2,597$500 09/30/2019
Comerica Securities Inc.2,562$494 09/30/2019
     IWO2,562$494 09/30/2019
Rice Hall James & Associates LLC2,554$492 09/30/2019
     IWO2,554$492 09/30/2019
Kistler Tiffany Companies LLC2,546$491 09/30/2019
     IWO2,546$491 09/30/2019
Garrison Point Advisors LLC2,550$491 09/30/2019
     IWO2,550$491 09/30/2019
Pathstone Family Office LLC2,506$483 09/30/2019
     IWO2,506$483 09/30/2019
V Wealth Advisors LLC2,481$478 09/30/2019
     IWO2,481$478 09/30/2019
Aspiriant LLC2,470$476 09/30/2019
     IWO2,470$476 09/30/2019
United Asset Strategies Inc.2,456$473 09/30/2019
     IWO2,456$473 09/30/2019
BHK Investment Advisors LLC2,432$469 09/30/2019
     IWO2,432$469 09/30/2019
Cornerstone Wealth Management LLC2,422$467 09/30/2019
     IWO2,422$467 09/30/2019
Oxford Financial Group Ltd.2,411$465 09/30/2019
     IWO2,411$465 09/30/2019
Fulton Bank N.A.2,398$462 09/30/2019
     IWO2,398$462 09/30/2019
Lakeview Capital Partners LLC2,359$455 09/30/2019
     IWO2,359$455 09/30/2019
Murphy Capital Management Inc.2,300$443 09/30/2019
     IWO2,300$443 09/30/2019
Patriot Investment Management Inc.2,287$432 09/30/2019
     IWO2,287$432 09/30/2019
Phocas Financial Corp.2,240$431 09/30/2019
     IWO2,240$431 09/30/2019
Smith Moore & CO.2,233$430 09/30/2019
     IWO2,233$430 09/30/2019
Robertson Stephens Wealth Management LLC2,225$429 09/30/2019
     IWO2,225$429 09/30/2019
IHT Wealth Management LLC2,204$425 09/30/2019
     IWO2,204$425 09/30/2019
Gladstone Institutional Advisory LLC2,181$420 09/30/2019
     IWO2,181$420 09/30/2019
Drexel Morgan & Co.2,165$417 09/30/2019
     IWO2,165$417 09/30/2019
Cibc Bank USA2,161$416 09/30/2019
     IWO2,161$416 09/30/2019
ST Germain D J Co. Inc.2,120$409 09/30/2019
     IWO2,120$409 09/30/2019
Colorado Capital Management Inc.2,119$408 09/30/2019
     IWO2,119$408 09/30/2019
Budros Ruhlin & Roe Inc.2,110$407 09/30/2019
     IWO2,110$407 09/30/2019
Nachman Norwood & Parrott Inc2,108$406 09/30/2019
     IWO2,108$406 09/30/2019
Palisade Asset Management LLC2,068$399 09/30/2019
     IWO2,068$399 09/30/2019
High Falls Advisors Inc2,073$399 09/30/2019
     IWO2,073$399 09/30/2019
Madison Investment Holdings Inc.2,062$397 09/30/2019
     IWO2,062$397 09/30/2019
Gilbert & Cook Inc.2,052$395 09/30/2019
     IWO2,052$395 09/30/2019
Evanson Asset Management LLC2,035$392 09/30/2019
     IWO2,035$392 09/30/2019
Driehaus Capital Management LLC2,015$388 09/30/2019
     IWO2,015$388 09/30/2019
Plante Moran Financial Advisors LLC2,014$388 09/30/2019
     IWO2,014$388 09/30/2019
Boothbay Fund Management LLC2,000$385 09/30/2019
     IWO2,000$385 09/30/2019
Inspirion Wealth Advisors LLC2,000$385 09/30/2019
     IWO2,000$385 09/30/2019
Jupiter Wealth Management LLC2,000$385 09/30/2019
     IWO2,000$385 09/30/2019
Sullivan Bruyette Speros & Blaney LLC1,992$384 09/30/2019
     IWO1,992$384 09/30/2019
Towerpoint Wealth LLC1,970$380 09/30/2019
     IWO1,970$380 09/30/2019
Ambassador Advisors LLC1,954$377 09/30/2019
     IWO1,954$377 09/30/2019
Brown Brothers Harriman & Co.1,949$376 09/30/2019
     IWO1,949$376 09/30/2019
Roffman Miller Associates Inc. PA1,925$371 09/30/2019
     IWO1,925$371 09/30/2019
3D Asset Management Inc.1,897$366 09/30/2019
     IWO1,897$366 09/30/2019
Mutual of Omaha Bank Wealth Management1,900$366 09/30/2019
     IWO1,900$366 09/30/2019
Trust Co1,892$365 09/30/2019
     IWO1,892$365 09/30/2019
Capital Advisors Ltd. LLC4,261$364 09/30/2019
     IWO4,261$364 09/30/2019
D.B. Root & Company LLC1,890$364 09/30/2019
     IWO1,890$364 09/30/2019
Cahaba Wealth Management Inc.1,880$362 09/30/2019
     IWO1,880$362 09/30/2019
Pennsylvania Trust Co1,870$361 09/30/2019
     IWO1,870$361 09/30/2019
Private Portfolio Partners LLC1,866$360 09/30/2019
     IWO1,866$360 09/30/2019
Dubuque Bank & Trust Co.1,855$358 09/30/2019
     IWO1,855$358 09/30/2019
Avantax Advisory Services Inc.1,833$354 09/30/2019
     IWO1,833$354 09/30/2019
Summit Financial LLC3,254$354 09/30/2019
     IWO3,254$354 09/30/2019
Baker Avenue Asset Management LP1,817$350 09/30/2019
     IWO1,817$350 09/30/2019
Barclays PLC $349 09/30/2019
     Put6,400$1,233 09/30/2019
     Call6,300$1,214 09/30/2019
     IWO1,909$368 09/30/2019
GYL Financial Synergies LLC1,808$348 09/30/2019
     IWO1,808$348 09/30/2019
Harel Insurance Investments & Financial Services Ltd.1,800$347 09/30/2019
     IWO1,800$347 09/30/2019
Cobiz Wealth LLC1,716$345 06/30/2019
     IWO1,716$345 06/30/2019
Oakworth Capital Inc.1,781$343 09/30/2019
     IWO1,781$343 09/30/2019
Wintrust Investments LLC1,763$340 09/30/2019
     IWO1,763$340 09/30/2019
FCG Advisors LLC1,757$339 09/30/2019
     IWO1,757$339 09/30/2019
Pinnacle Wealth Planning Services Inc.1,762$339 09/30/2019
     IWO1,762$339 09/30/2019
Bedel Financial Consulting Inc.1,736$335 09/30/2019
     IWO1,736$335 09/30/2019
Thoroughbred Financial Services LLC1,718$331 09/30/2019
     IWO1,718$331 09/30/2019
Allen Investment Management LLC1,720$331 09/30/2019
     IWO1,720$331 09/30/2019
Global Retirement Partners LLC1,710$330 09/30/2019
     IWO1,710$330 09/30/2019
Foster Dykema Cabot & Co. Inc. MA1,701$328 09/30/2019
     IWO1,701$328 09/30/2019
Pegasus Asset Management Inc.1,704$328 09/30/2019
     IWO1,704$328 09/30/2019
Two Sigma Investments LP1,692$326 09/30/2019
     IWO1,692$326 09/30/2019
Wrapmanager Inc.1,691$326 09/30/2019
     IWO1,691$326 09/30/2019
Monroe Bank & Trust MI1,625$326 06/30/2019
     IWO1,625$326 06/30/2019
Western Wealth Management LLC1,690$325 09/30/2019
     IWO1,690$325 09/30/2019
Mission Wealth Management LP1,665$321 09/30/2019
     IWO1,665$321 09/30/2019
Kovack Advisors Inc.1,659$320 09/30/2019
     IWO1,659$320 09/30/2019
Tranquility Partners LLC1,658$319 09/30/2019
     IWO1,658$319 09/30/2019
Evercore Wealth Management LLC1,651$318 09/30/2019
     IWO1,651$318 09/30/2019
Cerity Partners LLC1,635$315 09/30/2019
     IWO1,635$315 09/30/2019
First Merchants Corp1,625$313 09/30/2019
     IWO1,625$313 09/30/2019
GHP Investment Advisors Inc.1,624$313 09/30/2019
     IWO1,624$313 09/30/2019
Financial Architects Inc1,586$306 09/30/2019
     IWO1,586$306 09/30/2019
Linscomb & Williams Inc.1,581$305 09/30/2019
     IWO1,581$305 09/30/2019
JT Stratford LLC1,578$304 09/30/2019
     IWO1,578$304 09/30/2019
First United Bank Trust1,550$299 09/30/2019
     IWO1,550$299 09/30/2019
Mosaic Family Wealth LLC1,535$296 09/30/2019
     IWO1,535$296 09/30/2019
Seelaus Asset Management LLC1,523$294 09/30/2019
     IWO1,523$294 09/30/2019
Bank OZK1,518$293 09/30/2019
     IWO1,518$293 09/30/2019
Prospera Financial Services Inc1,509$291 09/30/2019
     IWO1,509$291 09/30/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,500$289 09/30/2019
     IWO1,500$289 09/30/2019
Schneider Downs Wealth Management Advisors LP1,490$287 09/30/2019
     IWO1,490$287 09/30/2019
CCG Wealth Management LLC1,485$286 09/30/2019
     IWO1,485$286 09/30/2019
MONECO Advisors LLC1,463$282 09/30/2019
     IWO1,463$282 09/30/2019
Joel Isaacson & Co. LLC1,455$280 09/30/2019
     IWO1,455$280 09/30/2019
Riversedge Advisors LLC1,473$280 09/30/2019
     IWO1,473$280 09/30/2019
AE Wealth Management LLC1,449$279 09/30/2019
     IWO1,449$279 09/30/2019
Legacy Advisors LLC1,449$279 09/30/2019
     IWO1,449$279 09/30/2019
Arthur M. Cohen & Associates LLC1,443$278 09/30/2019
     IWO1,443$278 09/30/2019
Level Four Advisory Services LLC1,439$277 09/30/2019
     IWO1,439$277 09/30/2019
Klingenstein Fields & Co. LLC1,431$276 09/30/2019
     IWO1,431$276 09/30/2019
Hilltop Holdings Inc.1,433$276 09/30/2019
     IWO1,433$276 09/30/2019
Balentine LLC1,405$271 09/30/2019
     IWO1,405$271 09/30/2019
Montag A & Associates Inc.1,402$270 09/30/2019
     IWO1,402$270 09/30/2019
Bessemer Group Inc.1,402$270 09/30/2019
     IWO1,402$270 09/30/2019
IFP Advisors Inc1,402$270 09/30/2019
     IWO1,402$270 09/30/2019
Eagle Asset Management Inc.1,372$264 09/30/2019
     IWO1,372$264 09/30/2019
Rikoon Group LLC1,372$264 09/30/2019
     IWO1,372$264 09/30/2019
Argent Trust Co1,343$259 09/30/2019
     IWO1,343$259 09/30/2019
West Branch Capital LLC1,340$258 09/30/2019
     IWO1,340$258 09/30/2019
S&CO Inc.1,329$256 09/30/2019
     IWO1,329$256 09/30/2019
TCI Wealth Advisors Inc.1,327$256 09/30/2019
     IWO1,327$256 09/30/2019
Smart Portfolios LLC1,264$255 09/30/2019
     IWO1,264$255 09/30/2019
Paracle Advisors LLC1,319$254 09/30/2019
     IWO1,319$254 09/30/2019
Whitnell & Co.1,315$253 09/30/2019
     IWO1,315$253 09/30/2019
Trustmark National Bank Trust Department1,305$252 09/30/2019
     IWO1,305$252 09/30/2019
Summit Financial Group Inc.1,300$251 09/30/2019
     IWO1,300$251 09/30/2019
Bangor Savings Bank1,296$250 09/30/2019
     IWO1,296$250 09/30/2019
Cordatus Wealth Management LLC1,296$250 09/30/2019
     IWO1,296$250 09/30/2019
First Citizens Bank & Trust Co.1,285$248 09/30/2019
     IWO1,285$248 09/30/2019
Cedar Brook Financial Partners LLC1,278$246 09/30/2019
     IWO1,278$246 09/30/2019
Sunbelt Securities Inc.1,254$242 09/30/2019
     IWO1,254$242 09/30/2019
Regent Investment Management LLC1,250$241 09/30/2019
     IWO1,250$241 09/30/2019
Beacon Pointe Advisors LLC1,250$239 09/30/2019
     IWO1,250$239 09/30/2019
Kopp Investment Advisors LLC1,205$232 09/30/2019
     IWO1,205$232 09/30/2019
Sigma Investment Counselors Inc.1,204$232 09/30/2019
     IWO1,204$232 09/30/2019
GWM Advisors LLC1,186$230 09/30/2019
     IWO1,186$230 09/30/2019
Altavista Wealth Management Inc.1,182$228 09/30/2019
     IWO1,182$228 09/30/2019
Paradigm Financial Advisors LLC1,178$227 09/30/2019
     IWO1,178$227 09/30/2019
IFG Advisory LLC1,183$227 09/30/2019
     IWO1,183$227 09/30/2019
Wealthstreet Investment Advisors LLC1,137$227 09/30/2019
     IWO1,137$227 09/30/2019
Snow Capital Management LP1,170$225 09/30/2019
     IWO1,170$225 09/30/2019
Harbour Capital Advisors LLC1,170$225 09/30/2019
     IWO1,170$225 09/30/2019
CCM Investment Advisers LLC1,148$221 09/30/2019
     IWO1,148$221 09/30/2019
Berman Capital Advisors LLC1,134$218 09/30/2019
     IWO1,134$218 09/30/2019
United Capital Management of KS Inc.1,144$217 09/30/2019
     IWO1,144$217 09/30/2019
New England Private Wealth Advisors LLC1,123$216 09/30/2019
     IWO1,123$216 09/30/2019
Resources Investment Advisors LLC.1,120$216 09/30/2019
     IWO1,120$216 09/30/2019
Wilbanks Smith & Thomas Asset Management LLC1,114$215 09/30/2019
     IWO1,114$215 09/30/2019
Personal Capital Advisors Corp1,117$215 09/30/2019
     IWO1,117$215 09/30/2019
Total Wealth Planning LLC1,118$215 09/30/2019
     IWO1,118$215 09/30/2019
Allworth Financial LP1,100$212 09/30/2019
     IWO1,100$212 09/30/2019
Telemus Capital LLC1,089$210 09/30/2019
     IWO1,089$210 09/30/2019
Sound View Wealth Advisors Group LLC1,091$210 09/30/2019
     IWO1,091$210 09/30/2019
Bridge City Capital LLC1,084$209 09/30/2019
     IWO1,084$209 09/30/2019
JMG Financial Group Ltd.1,081$208 09/30/2019
     IWO1,081$208 09/30/2019
Highland Private Wealth Management3,474$206 09/30/2019
     IWO3,474$206 09/30/2019
Townsquare Capital LLC1,022$206 09/30/2019
     IWO1,022$206 09/30/2019
Institute for Wealth Management LLC.1,058$204 09/30/2019
     IWO1,058$204 09/30/2019
Patriot Financial Group Insurance Agency LLC1,057$204 09/30/2019
     IWO1,057$204 09/30/2019
Ferguson Wellman Capital Management Inc.1,051$203 09/30/2019
     IWO1,051$203 09/30/2019
AJ Wealth Strategies LLC1,055$203 09/30/2019
     IWO1,055$203 09/30/2019
First National Bank of Omaha1,050$202 09/30/2019
     IWO1,050$202 09/30/2019
Ellis Investment Partners LLC1,068$201 09/30/2019
     IWO1,068$201 09/30/2019
Massmutual Trust Co. FSB ADV1,018$196 09/30/2019
     IWO1,018$196 09/30/2019
Adirondack Trust Co.1,010$195 09/30/2019
     IWO1,010$195 09/30/2019
Deutsche Bank AG1,000$192 09/30/2019
     IWO1,000$192 09/30/2019
Manchester Capital Management LLC984$190 09/30/2019
     IWO984$190 09/30/2019
IndexIQ Advisors LLC960$185 09/30/2019
     IWO960$185 09/30/2019
Barrett Asset Management LLC943$182 09/30/2019
     IWO943$182 09/30/2019
Trust Co. of Vermont917$177 09/30/2019
     IWO917$177 09/30/2019
CenterStar Asset Management LLC $174 09/30/2019
     IWO999$192 09/30/2019
     Put1,500$20 09/30/2019
     Call1,500$2 09/30/2019
MetLife Investment Management LLC825$159 09/30/2019
     IWO825$159 09/30/2019
Private Capital Group LLC795$153 09/30/2019
     IWO795$153 09/30/2019
Arrow Financial Corp775$149 09/30/2019
     IWO775$149 09/30/2019
Quest Capital Management Inc. ADV770$148 09/30/2019
     IWO770$148 09/30/2019
Flagship Harbor Advisors LLC763$147 09/30/2019
     IWO763$147 09/30/2019
Enterprise Financial Services Corp759$146 09/30/2019
     IWO759$146 09/30/2019
Coastal Investment Advisors Inc.716$139 09/30/2019
     IWO716$139 09/30/2019
Country Trust Bank705$136 09/30/2019
     IWO705$136 09/30/2019
Ropes Wealth Advisors LLC686$132 09/30/2019
     IWO686$132 09/30/2019
CENTRAL TRUST Co681$131 09/30/2019
     IWO681$131 09/30/2019
Atlantic Trust LLC650$125 09/30/2019
     IWO650$125 09/30/2019
Optimum Investment Advisors642$124 09/30/2019
     IWO642$124 09/30/2019
Sandy Spring Bank639$123 09/30/2019
     IWO639$123 09/30/2019
Litman Gregory Asset Management LLC634$122 09/30/2019
     IWO634$122 09/30/2019
Claraphi Advisory Network LLC631$122 09/30/2019
     IWO631$122 09/30/2019
Private Ocean LLC606$117 09/30/2019
     IWO606$117 09/30/2019
Proequities Inc.602$116 09/30/2019
     IWO602$116 09/30/2019
Evoke Wealth LLC600$116 09/30/2019
     IWO600$116 09/30/2019
Brand Asset Management Group Inc.598$115 09/30/2019
     IWO598$115 09/30/2019
Signaturefd LLC588$113 09/30/2019
     IWO588$113 09/30/2019
Carroll Financial Associates Inc.591$113 09/30/2019
     IWO591$113 09/30/2019
Wealthcare Capital Management LLC574$111 09/30/2019
     IWO574$111 09/30/2019
Belpointe Asset Management LLC549$110 06/30/2019
     IWO549$110 06/30/2019
Rocky Mountain Advisers LLC545$105 09/30/2019
     IWO545$105 09/30/2019
CNB Bank538$104 09/30/2019
     IWO538$104 09/30/2019
Sun Life Financial INC530$102 09/30/2019
     IWO530$102 09/30/2019
Advisory Services Network LLC496$100 09/30/2019
     IWO496$100 09/30/2019
Squar Milner Financial Services LLC509$98 09/30/2019
     IWO509$98 09/30/2019
1832 Asset Management L.P.502$97 09/30/2019
     IWO502$97 09/30/2019
Castleark Management LLC500$96 09/30/2019
     IWO500$96 09/30/2019
Marquette Asset Management LLC497$96 09/30/2019
     IWO497$96 09/30/2019
Winthrop Partners WNY LLC500$96 09/30/2019
     IWO500$96 09/30/2019
Mutual of America Capital Management LLC479$92 09/30/2019
     IWO479$92 09/30/2019
Family Management Corp458$88 09/30/2019
     IWO458$88 09/30/2019
Lazard Asset Management LLC450$86 09/30/2019
     IWO450$86 09/30/2019
QCI Asset Management Inc. NY436$84 09/30/2019
     IWO436$84 09/30/2019
Sowell Financial Services LLC430$83 09/30/2019
     IWO430$83 09/30/2019
San Francisco Sentry Investment Group CA427$82 09/30/2019
     IWO427$82 09/30/2019
Asset Planning Services Ltd.398$77 09/30/2019
     IWO398$77 09/30/2019
Lehman & Derafelo Financial Resources LLC399$77 09/30/2019
     IWO399$77 09/30/2019
Financial Advantage Inc.397$76 09/30/2019
     IWO397$76 09/30/2019
Price Wealth LLC368$71 09/30/2019
     IWO368$71 09/30/2019
Macquarie Group Ltd.350$67 09/30/2019
     IWO350$67 09/30/2019
Sonora Investment Management LLC344$66 09/30/2019
     IWO344$66 09/30/2019
Advantage Investment Management LLC340$66 09/30/2019
     IWO340$66 09/30/2019
Benjamin F. Edwards & Company Inc.336$65 09/30/2019
     IWO336$65 09/30/2019
Essex Investment Management Co. LLC315$61 09/30/2019
     IWO315$61 09/30/2019
Truewealth LLC311$60 09/30/2019
     IWO311$60 09/30/2019
Tortoise Investment Management LLC295$57 09/30/2019
     IWO295$57 09/30/2019
Bourgeon Capital Management LLC274$53 09/30/2019
     IWO274$53 09/30/2019
Wealthcare Advisory Partners LLC263$51 09/30/2019
     IWO263$51 09/30/2019
Capital Investment Advisory Services LLC258$50 09/30/2019
     IWO258$50 09/30/2019
Certified Advisory Corp254$49 09/30/2019
     IWO254$49 09/30/2019
Stonebridge Capital Advisors LLC247$48 09/30/2019
     IWO247$48 09/30/2019
Lucia Wealth Services LLC245$47 09/30/2019
     IWO245$47 09/30/2019
KCS Wealth Advisory225$43 09/30/2019
     IWO225$43 09/30/2019
Perkins Coie Trust Co215$41 09/30/2019
     IWO215$41 09/30/2019
Capital Analysts LLC212$40 09/30/2019
     IWO212$40 09/30/2019
Roble Belko & Company Inc200$39 09/30/2019
     IWO200$39 09/30/2019
SRS Capital Advisors Inc.193$37 09/30/2019
     IWO193$37 09/30/2019
Farmers & Merchants Trust Co of Chambersburg PA191$37 09/30/2019
     IWO191$37 09/30/2019
Jackson Hole Capital Partners LLC192$37 09/30/2019
     IWO192$37 09/30/2019
Northwest Investment Counselors LLC188$36 09/30/2019
     IWO188$36 09/30/2019
Asset Dedication LLC188$36 09/30/2019
     IWO188$36 09/30/2019
Independence Bank of Kentucky180$35 09/30/2019
     IWO180$35 09/30/2019
Atlas Capital Advisors LLC178$34 09/30/2019
     IWO178$34 09/30/2019
Taylor Hoffman Wealth Management175$34 09/30/2019
     IWO175$34 09/30/2019
Aspire Private Capital LLC174$34 09/30/2019
     IWO174$34 09/30/2019
North Star Investment Management Corp.170$33 09/30/2019
     IWO170$33 09/30/2019
MCF Advisors LLC169$33 09/30/2019
     IWO169$33 09/30/2019
SYM FINANCIAL Corp165$32 09/30/2019
     IWO165$32 09/30/2019
Stearns Financial Services Group164$32 09/30/2019
     IWO164$32 09/30/2019
RK Capital Management LLC160$31 09/30/2019
     IWO160$31 09/30/2019
Institutional & Family Asset Management LLC160$31 09/30/2019
     IWO160$31 09/30/2019
Pittenger & Anderson Inc.155$30 09/30/2019
     IWO155$30 09/30/2019
Westside Investment Management Inc.150$30 06/30/2019
     IWO150$30 06/30/2019
Farmers & Merchants Investments Inc.146$28 09/30/2019
     IWO146$28 09/30/2019
Versant Capital Management Inc150$28 09/30/2019
     IWO150$28 09/30/2019
Personal Wealth Partners143$28 09/30/2019
     IWO143$28 09/30/2019
Community Bank N.A.141$27 09/30/2019
     IWO141$27 09/30/2019
Gradient Investments LLC137$26 09/30/2019
     IWO137$26 09/30/2019
Barnett & Company Inc.128$25 09/30/2019
     IWO128$25 09/30/2019
Emerald Investment Partners LLC129$25 09/30/2019
     IWO129$25 09/30/2019
Howe & Rusling Inc.127$24 09/30/2019
     IWO127$24 09/30/2019
Macroview Investment Management LLC123$24 09/30/2019
     IWO123$24 09/30/2019
Aptus Capital Advisors LLC128$24 09/30/2019
     IWO128$24 09/30/2019
Norway Savings Bank126$24 09/30/2019
     IWO126$24 09/30/2019
Creative Financial Designs Inc. ADV125$23 09/30/2019
     IWO125$23 09/30/2019
JNBA Financial Advisors116$22 09/30/2019
     IWO116$22 09/30/2019
Pinnacle Bank112$22 09/30/2019
     IWO112$22 09/30/2019
Red Cedar Investment Management LLC103$20 09/30/2019
     IWO103$20 09/30/2019
Farmers National Bank101$20 06/30/2019
     IWO101$20 06/30/2019
Assetmark Inc.100$19 09/30/2019
     IWO100$19 09/30/2019
Usca Ria LLC100$19 09/30/2019
     IWO100$19 09/30/2019
Evensky & Katz LLC93$18 09/30/2019
     IWO93$18 09/30/2019
McIlrath & Eck LLC95$18 09/30/2019
     IWO95$18 09/30/2019
American National Bank88$17 09/30/2019
     IWO88$17 09/30/2019
Lee Financial Co90$17 09/30/2019
     IWO90$17 09/30/2019
Sound Income Strategies LLC90$17 09/30/2019
     IWO90$17 09/30/2019
Cordasco Financial Network72$14 09/30/2019
     IWO72$14 09/30/2019
Mcmillion Capital Management Inc.70$13 09/30/2019
     IWO70$13 09/30/2019
Ellevest Inc.67$13 09/30/2019
     IWO67$13 09/30/2019
Harvest Group Wealth Management LLC70$13 09/30/2019
     IWO70$13 09/30/2019
CX Institutional70$13 09/30/2019
     IWO70$13 09/30/2019
MBM Wealth Consultants LLC64$12 09/30/2019
     IWO64$12 09/30/2019
Citizens Financial Group Inc RI58$11 09/30/2019
     IWO58$11 09/30/2019
Executive Wealth Management LLC62$11 09/30/2019
     IWO62$11 09/30/2019
Hanson & Doremus Investment Management54$10 09/30/2019
     IWO54$10 09/30/2019
Elmwood Wealth Management Inc.50$10 09/30/2019
     IWO50$10 09/30/2019
Burt Wealth Advisors49$9 09/30/2019
     IWO49$9 09/30/2019
Ayalon Holdings Ltd.50$9 09/30/2019
     IWO50$9 09/30/2019
BerganKDV Wealth Management LLC46$9 09/30/2019
     IWO46$9 09/30/2019
Fortis Advisors LLC47$9 09/30/2019
     IWO47$9 09/30/2019
1 North Wealth Services LLC32$6 09/30/2019
     IWO32$6 09/30/2019
Glassman Wealth Services31$6 09/30/2019
     IWO31$6 09/30/2019
Prestige Wealth Management Group LLC33$6 09/30/2019
     IWO33$6 09/30/2019
Advisory Alpha LLC27$5 09/30/2019
     IWO27$5 09/30/2019
Evolution Wealth Advisors LLC25$5 09/30/2019
     IWO25$5 09/30/2019
BDO Wealth Advisors LLC22$4 09/30/2019
     IWO22$4 09/30/2019
Liberty Wealth Management LLC19$4 09/30/2019
     IWO19$4 09/30/2019
Ironwood Financial llc15$3 09/30/2019
     IWO15$3 09/30/2019
Valley National Advisers Inc.8$2 09/30/2019
     IWO8$2 09/30/2019
RPG Investment Advisory LLC10$2 09/30/2019
     IWO10$2 09/30/2019
Lindbrook Capital LLC8$2 09/30/2019
     IWO8$2 09/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC10$1 09/30/2019
     IWO10$1 09/30/2019
Sterling Investment Advisors Ltd.7$1 09/30/2019
     IWO7$1 09/30/2019
Exane Derivatives1$0 09/30/2019
     IWO1$0 09/30/2019
Cutler Group LP $-229 09/30/2019
     Put84,300$229 09/30/2019
     Call300$0 09/30/2019
Citadel Advisors LLC $-366 09/30/2019
     Put29,800$5,743 09/30/2019
     Call27,900$5,377 09/30/2019
Marshall Wace LLP $-2,572 09/30/2019
     Put16,100$3,260 09/30/2019
     Call3,400$688 09/30/2019
Susquehanna International Group LLP $-10,957 09/30/2019
     Put166,700$32,128 09/30/2019
     Call102,400$19,736 09/30/2019
     IWO7,446$1,435 09/30/2019
Jane Street Group LLC $-11,024 09/30/2019
     Put59,600$11,487 09/30/2019
     Call2,400$463 09/30/2019
Luxor Capital Group LP85,672$-413,294 09/30/2019
     Put2,840,000$429,806 09/30/2019
     IWO85,672$16,512 09/30/2019

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

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