HoldingsChannel.com
Funds Holding IWP
HolderAmountPosition Size
($ in 1000's)
 As of
TIAA FSB8,106,890$985,716 03/31/2020
     IWP8,106,890$985,716 03/31/2020
Wells Fargo & Company MN7,907,355$961,456 03/31/2020
     IWP7,907,355$961,456 03/31/2020
Morgan Stanley5,370,118$652,954 03/31/2020
     IWP5,370,118$652,954 03/31/2020
Bank of America Corp DE3,613,071$439,313 03/31/2020
     IWP3,613,071$439,313 03/31/2020
PNC Financial Services Group Inc.1,902,699$231,349 03/31/2020
     IWP1,902,699$231,349 03/31/2020
UBS Group AG1,719,733$209,102 03/31/2020
     IWP1,719,733$209,102 03/31/2020
Jones Financial Companies Lllp1,692,911$204,073 03/31/2020
     IWP1,692,911$204,073 03/31/2020
FMR LLC1,368,114$166,349 03/31/2020
     IWP1,368,114$166,349 03/31/2020
Commonwealth Equity Services LLC1,343,816$163,394 03/31/2020
     IWP1,343,816$163,394 03/31/2020
American Family Insurance Mutual Holding Co1,310,167$159,303 03/31/2020
     IWP1,310,167$159,303 03/31/2020
Commerce Bank1,197,772$145,638 03/31/2020
     IWP1,197,772$145,638 03/31/2020
Synovus Financial Corp1,094,018$132,967 03/31/2020
     IWP1,094,018$132,967 03/31/2020
Envestnet Asset Management Inc.885,193$107,631 03/31/2020
     IWP885,193$107,631 03/31/2020
Ameriprise Financial Inc.820,179$99,691 03/31/2020
     IWP820,179$99,691 03/31/2020
Voya Investment Management LLC807,780$98,218 03/31/2020
     IWP807,780$98,218 03/31/2020
Truist Financial Corp792,243$96,329 03/31/2020
     IWP792,243$96,329 03/31/2020
Wellington Management Group LLP719,514$87,486 03/31/2020
     IWP719,514$87,486 03/31/2020
US Bancorp DE $76,692 03/31/2020
     IWP635,994$77,330 03/31/2020
     Put541$638 03/31/2020
Goldman Sachs Group Inc.553,269$67,272 03/31/2020
     IWP553,269$67,272 03/31/2020
CIBC Private Wealth Group LLC531,224$64,592 03/31/2020
     IWP531,224$64,592 03/31/2020
LPL Financial LLC495,811$60,286 03/31/2020
     IWP495,811$60,286 03/31/2020
Stephens Inc. AR479,670$58,323 03/31/2020
     IWP479,670$58,323 03/31/2020
Advisor Group Holdings Inc.467,656$57,014 03/31/2020
     IWP467,656$57,014 03/31/2020
JPMorgan Chase & Co.379,777$46,177 03/31/2020
     IWP379,777$46,177 03/31/2020
Stephens Group Asset Management LLC297,608$36,186 03/31/2020
     IWP297,608$36,186 03/31/2020
M&T Bank Corp291,322$35,423 03/31/2020
     IWP291,322$35,423 03/31/2020
Zions Bancorporation N.A.277,233$33,709 03/31/2020
     IWP277,233$33,709 03/31/2020
Johnson Investment Counsel Inc.274,947$33,431 03/31/2020
     IWP274,947$33,431 03/31/2020
Raymond James & Associates265,536$32,287 03/31/2020
     IWP265,536$32,287 03/31/2020
Equitable Holdings Inc.247,087$30,044 03/31/2020
     IWP247,087$30,044 03/31/2020
Northwestern Mutual Wealth Management Co.245,223$29,817 03/31/2020
     IWP245,223$29,817 03/31/2020
Royal Bank of Canada236,127$28,711 03/31/2020
     IWP236,127$28,711 03/31/2020
Sawtooth Solutions LLC217,964$26,502 03/31/2020
     IWP217,964$26,502 03/31/2020
Keybank National Association OH205,388$24,973 03/31/2020
     IWP205,388$24,973 03/31/2020
AE Wealth Management LLC197,360$23,997 03/31/2020
     IWP197,360$23,997 03/31/2020
Hsbc Holdings PLC188,131$22,875 03/31/2020
     IWP188,131$22,875 03/31/2020
Nuveen Asset Management LLC180,000$21,886 03/31/2020
     IWP180,000$21,886 03/31/2020
Creative Planning173,734$21,124 03/31/2020
     IWP173,734$21,124 03/31/2020
Cedar Mountain Advisors LLC159,388$19,380 03/31/2020
     IWP159,388$19,380 03/31/2020
Brinker Capital Inc.152,704$18,567 03/31/2020
     IWP152,704$18,567 03/31/2020
AMG National Trust Bank145,468$17,687 03/31/2020
     IWP145,468$17,687 03/31/2020
Fifth Third Bancorp143,035$17,392 03/31/2020
     IWP143,035$17,392 03/31/2020
Wade G W & Inc.140,025$17,026 03/31/2020
     IWP140,025$17,026 03/31/2020
Bishop & Co Investment Management LLC110,773$16,902 03/31/2020
     IWP110,773$16,902 03/31/2020
Baird Financial Group Inc.136,600$16,610 03/31/2020
     IWP136,600$16,610 03/31/2020
Truepoint Inc.132,876$16,156 03/31/2020
     IWP132,876$16,156 03/31/2020
Krilogy Financial LLC132,162$16,070 03/31/2020
     IWP132,162$16,070 03/31/2020
Badgley Phelps & Bell Inc.132,118$16,064 03/31/2020
     IWP132,118$16,064 03/31/2020
UMB Bank N A MO124,911$15,188 03/31/2020
     IWP124,911$15,188 03/31/2020
Citigroup Inc.119,033$14,473 03/31/2020
     IWP119,033$14,473 03/31/2020
Eastern Bank117,577$14,296 03/31/2020
     IWP117,577$14,296 03/31/2020
Polaris Greystone Financial Group LLC117,006$14,227 03/31/2020
     IWP117,006$14,227 03/31/2020
One Capital Management LLC116,837$14,206 03/31/2020
     IWP116,837$14,206 03/31/2020
BKD Wealth Advisors LLC110,054$13,381 03/31/2020
     IWP110,054$13,381 03/31/2020
Bank of New York Mellon Corp110,025$13,378 03/31/2020
     IWP110,025$13,378 03/31/2020
Integrated Investment Consultants LLC109,619$13,329 03/31/2020
     IWP109,619$13,329 03/31/2020
LBJ Family Wealth Advisors Ltd.83,344$13,178 06/30/2020
     IWP83,344$13,178 06/30/2020
First Republic Investment Management Inc.102,033$12,406 03/31/2020
     IWP102,033$12,406 03/31/2020
BOKF NA100,758$12,251 03/31/2020
     IWP100,758$12,251 03/31/2020
Accredited Investors Inc.100,128$12,175 03/31/2020
     IWP100,128$12,175 03/31/2020
Cetera Advisors LLC98,917$12,000 03/31/2020
     IWP98,917$12,000 03/31/2020
Balasa Dinverno & Foltz LLC169,103$11,335 03/31/2020
     IWP169,103$11,335 03/31/2020
Tolleson Wealth Management Inc.93,095$11,319 03/31/2020
     IWP93,095$11,319 03/31/2020
Comerica Bank80,290$10,975 03/31/2020
     IWP80,290$10,975 03/31/2020
MML Investors Services LLC89,192$10,845 03/31/2020
     IWP89,192$10,845 03/31/2020
McKinley Carter Wealth Services Inc.88,243$10,729 03/31/2020
     IWP88,243$10,729 03/31/2020
NorthRock Partners LLC87,987$10,698 03/31/2020
     IWP87,987$10,698 03/31/2020
Anfield Capital Management LLC84,375$10,259 03/31/2020
     IWP84,375$10,259 03/31/2020
Wilbanks Smith & Thomas Asset Management LLC84,279$10,251 03/31/2020
     IWP84,279$10,251 03/31/2020
Cambridge Investment Research Advisors Inc.83,217$10,118 03/31/2020
     IWP83,217$10,118 03/31/2020
JMG Financial Group Ltd.81,955$9,965 03/31/2020
     IWP81,955$9,965 03/31/2020
Covenant Multifamily Offices LLC80,098$9,739 03/31/2020
     IWP80,098$9,739 03/31/2020
EP Wealth Advisors LLC77,225$9,390 03/31/2020
     IWP77,225$9,390 03/31/2020
Northern Trust Corp75,517$9,182 03/31/2020
     IWP75,517$9,182 03/31/2020
Private Advisor Group LLC72,386$8,802 03/31/2020
     IWP72,386$8,802 03/31/2020
Atlantic Union Bankshares Corp71,595$8,705 03/31/2020
     IWP71,595$8,705 03/31/2020
CHURCHILL MANAGEMENT Corp70,753$8,603 03/31/2020
     IWP70,753$8,603 03/31/2020
Citadel Advisors LLC68,171$8,289 03/31/2020
     IWP68,171$8,289 03/31/2020
KMG Fiduciary Partners LLC67,061$8,154 03/31/2020
     IWP67,061$8,154 03/31/2020
Stearns Financial Services Group64,813$7,881 03/31/2020
     IWP64,813$7,881 03/31/2020
Stifel Financial Corp63,812$7,710 03/31/2020
     IWP63,812$7,710 03/31/2020
Forte Capital LLC ADV61,371$7,462 03/31/2020
     IWP61,371$7,462 03/31/2020
Karp Capital Management Corp59,118$7,188 03/31/2020
     IWP59,118$7,188 03/31/2020
Taylor Cottrill Erickson & Associates Inc.57,998$7,052 03/31/2020
     IWP57,998$7,052 03/31/2020
Bartlett & Co. LLC57,710$7,017 03/31/2020
     IWP57,710$7,017 03/31/2020
HighTower Advisors LLC57,105$6,941 03/31/2020
     IWP57,105$6,941 03/31/2020
Cetera Advisor Networks LLC56,569$6,842 03/31/2020
     IWP56,569$6,842 03/31/2020
RMB Capital Management LLC55,077$6,697 03/31/2020
     IWP55,077$6,697 03/31/2020
Steward Partners Investment Advisory LLC54,826$6,666 03/31/2020
     IWP54,826$6,666 03/31/2020
MUFG Americas Holdings Corp54,189$6,589 03/31/2020
     IWP54,189$6,589 03/31/2020
TCG Advisors LP52,685$6,406 03/31/2020
     IWP52,685$6,406 03/31/2020
Wesbanco Bank Inc.51,948$6,317 03/31/2020
     IWP51,948$6,317 03/31/2020
Mariner LLC50,022$6,261 03/31/2020
     IWP50,022$6,261 03/31/2020
Connecticut Wealth Management LLC51,453$6,256 03/31/2020
     IWP51,453$6,256 03/31/2020
BlackRock Inc.51,421$6,252 03/31/2020
     IWP51,421$6,252 03/31/2020
First Citizens Bank & Trust Co.50,830$6,180 03/31/2020
     IWP50,830$6,180 03/31/2020
Congress Asset Management Co. MA50,206$6,105 03/31/2020
     IWP50,206$6,105 03/31/2020
Tocqueville Asset Management L.P.49,695$6,042 03/31/2020
     IWP49,695$6,042 03/31/2020
Susquehanna International Group LLP $6,040 03/31/2020
     IWP43,775$5,323 03/31/2020
     Call10,700$1,301 03/31/2020
     Put4,800$584 03/31/2020
Pinnacle Financial Partners Inc.48,614$5,911 03/31/2020
     IWP48,614$5,911 03/31/2020
RNC Capital Management LLC47,883$5,822 03/31/2020
     IWP47,883$5,822 03/31/2020
Proficio Capital Partners LLC47,690$5,780 03/31/2020
     IWP47,690$5,780 03/31/2020
Bank of Montreal Can48,663$5,709 03/31/2020
     IWP48,663$5,709 03/31/2020
HM Payson & Co.42,902$5,216 03/31/2020
     IWP42,902$5,216 03/31/2020
Strategic Wealth Partners Group LLC41,955$5,101 03/31/2020
     IWP41,955$5,101 03/31/2020
Janney Montgomery Scott LLC41,249$5,016 03/31/2020
     IWP41,249$5,016 03/31/2020
B. Riley Wealth Management Inc.40,760$4,955 03/31/2020
     IWP40,760$4,955 03/31/2020
FSA Wealth Management LLC40,218$4,890 03/31/2020
     IWP40,218$4,890 03/31/2020
Insight 2811 Inc.39,136$4,759 03/31/2020
     IWP39,136$4,759 03/31/2020
Sequent Asset Management LLC38,660$4,701 03/31/2020
     IWP38,660$4,701 03/31/2020
GHP Investment Advisors Inc.38,073$4,629 03/31/2020
     IWP38,073$4,629 03/31/2020
First Merchants Corp37,820$4,599 03/31/2020
     IWP37,820$4,599 03/31/2020
Braun Bostich & Associates Inc.39,596$4,597 03/31/2020
     IWP39,596$4,597 03/31/2020
Hilltop Holdings Inc.37,472$4,556 03/31/2020
     IWP37,472$4,556 03/31/2020
Foundations Investment Advisors LLC38,527$4,473 03/31/2020
     IWP38,527$4,473 03/31/2020
Associated Banc Corp36,737$4,467 03/31/2020
     IWP36,737$4,467 03/31/2020
Brookstone Capital Management36,394$4,425 03/31/2020
     IWP36,394$4,425 03/31/2020
CWM LLC36,041$4,382 03/31/2020
     IWP36,041$4,382 03/31/2020
Crescent Grove Advisors LLC35,932$4,369 03/31/2020
     IWP35,932$4,369 03/31/2020
Calamos Advisors LLC35,500$4,316 03/31/2020
     IWP35,500$4,316 03/31/2020
First Midwest Bank Trust Division34,039$4,139 03/31/2020
     IWP34,039$4,139 03/31/2020
Eaton Vance Management33,809$4,111 03/31/2020
     IWP33,809$4,111 03/31/2020
Heron Financial Group LLC30,463$4,083 03/31/2020
     IWP30,463$4,083 03/31/2020
Occidental Asset Management LLC33,290$4,048 03/31/2020
     IWP33,290$4,048 03/31/2020
Peapack Gladstone Financial Corp32,372$3,935 03/31/2020
     IWP32,372$3,935 03/31/2020
Lighthouse Financial Advisors Inc.31,349$3,811 03/31/2020
     IWP31,349$3,811 03/31/2020
Glenmede Trust Co. NA24,186$3,689 03/31/2020
     IWP24,186$3,689 03/31/2020
Sigma Planning Corp29,634$3,603 03/31/2020
     IWP29,634$3,603 03/31/2020
L & S Advisors Inc29,621$3,602 03/31/2020
     IWP29,621$3,602 03/31/2020
Blair William & Co. IL29,526$3,590 03/31/2020
     IWP29,526$3,590 03/31/2020
Fluent Financial LLC27,991$3,403 03/31/2020
     IWP27,991$3,403 03/31/2020
Paracle Advisors LLC27,878$3,389 03/31/2020
     IWP27,878$3,389 03/31/2020
First National Trust Co26,125$3,176 03/31/2020
     IWP26,125$3,176 03/31/2020
Sei Investments Co.24,910$3,029 03/31/2020
     IWP24,910$3,029 03/31/2020
Stonebridge Capital Advisors LLC24,724$3,006 03/31/2020
     IWP24,724$3,006 03/31/2020
Parsec Financial Management Inc.24,471$2,975 03/31/2020
     IWP24,471$2,975 03/31/2020
Corundum Group Inc.23,960$2,913 03/31/2020
     IWP23,960$2,913 03/31/2020
High Pointe Capital Management LLC23,420$2,848 03/31/2020
     IWP23,420$2,848 03/31/2020
EisnerAmper Wealth Management Corporate Benefits LLC17,264$2,730 06/30/2020
     IWP17,264$2,730 06/30/2020
XML Financial LLC22,139$2,692 03/31/2020
     IWP22,139$2,692 03/31/2020
Courier Capital LLC20,301$2,652 03/31/2020
     IWP20,301$2,652 03/31/2020
HNP Capital LLC20,301$2,652 03/31/2020
     IWP20,301$2,652 03/31/2020
Cerity Partners LLC21,381$2,600 03/31/2020
     IWP21,381$2,600 03/31/2020
United Capital Financial Advisers LLC21,319$2,592 03/31/2020
     IWP21,319$2,592 03/31/2020
Financial Engines Advisors L.L.C.20,947$2,547 03/31/2020
     IWP20,947$2,547 03/31/2020
Disciplined Growth Investors Inc. MN20,308$2,469 03/31/2020
     IWP20,308$2,469 03/31/2020
Acima Private Wealth LLC20,050$2,438 03/31/2020
     IWP20,050$2,438 03/31/2020
NEXT Financial Group Inc19,582$2,381 03/31/2020
     IWP19,582$2,381 03/31/2020
Mathes Company Inc.19,315$2,349 03/31/2020
     IWP19,315$2,349 03/31/2020
Rockefeller Capital Management L.P.18,437$2,242 03/31/2020
     IWP18,437$2,242 03/31/2020
Eukles Asset Management18,346$2,231 03/31/2020
     IWP18,346$2,231 03/31/2020
Advisors Preferred LLC18,332$2,229 03/31/2020
     IWP18,332$2,229 03/31/2020
Atlas Brown Inc.17,843$2,170 03/31/2020
     IWP17,843$2,170 03/31/2020
MV Capital Management Inc.17,683$2,150 03/31/2020
     IWP17,683$2,150 03/31/2020
American International Group Inc.17,364$2,111 03/31/2020
     IWP17,364$2,111 03/31/2020
OLD National Bancorp IN17,261$2,098 03/31/2020
     IWP17,261$2,098 03/31/2020
AdvisorNet Financial Inc17,254$2,098 03/31/2020
     IWP17,254$2,098 03/31/2020
Brighton Jones LLC16,928$2,058 03/31/2020
     IWP16,928$2,058 03/31/2020
Disciplined Investments LLC16,877$2,052 03/31/2020
     IWP16,877$2,052 03/31/2020
HMS Capital Management LLC16,809$2,044 03/31/2020
     IWP16,809$2,044 03/31/2020
Bessemer Group Inc.16,741$2,036 03/31/2020
     IWP16,741$2,036 03/31/2020
Regions Financial Corp16,683$2,029 03/31/2020
     IWP16,683$2,029 03/31/2020
Starfire Investment Advisers Inc.16,435$1,998 03/31/2020
     IWP16,435$1,998 03/31/2020
Noven Financial Group Inc.15,461$1,880 03/31/2020
     IWP15,461$1,880 03/31/2020
SRS Capital Advisors Inc.15,462$1,880 03/31/2020
     IWP15,462$1,880 03/31/2020
Capital Wealth Alliance LLC15,372$1,869 03/31/2020
     IWP15,372$1,869 03/31/2020
Personal Resources Investment & Strategic Management Inc.15,223$1,851 03/31/2020
     IWP15,223$1,851 03/31/2020
Ford Financial Group LLC15,158$1,843 03/31/2020
     IWP15,158$1,843 03/31/2020
Powell Investment Advisors LLC14,926$1,815 03/31/2020
     IWP14,926$1,815 03/31/2020
Partnervest Advisory Services LLC14,599$1,775 03/31/2020
     IWP14,599$1,775 03/31/2020
Thomasville National Bank11,203$1,771 06/30/2020
     IWP11,203$1,771 06/30/2020
LeJeune Puetz Investment Counsel LLC14,260$1,734 03/31/2020
     IWP14,260$1,734 03/31/2020
Investment Partners LTD.14,156$1,721 03/31/2020
     IWP14,156$1,721 03/31/2020
Stratos Wealth Partners LTD.14,138$1,719 03/31/2020
     IWP14,138$1,719 03/31/2020
Windsor Group LTD13,984$1,700 03/31/2020
     IWP13,984$1,700 03/31/2020
Beacon Pointe Advisors LLC13,953$1,693 03/31/2020
     IWP13,953$1,693 03/31/2020
CAMG Solamere Management LLC13,927$1,692 03/31/2020
     IWP13,927$1,692 03/31/2020
MCF Advisors LLC13,889$1,689 03/31/2020
     IWP13,889$1,689 03/31/2020
Glenview Trust Co13,833$1,682 03/31/2020
     IWP13,833$1,682 03/31/2020
Sandy Spring Bank13,655$1,660 03/31/2020
     IWP13,655$1,660 03/31/2020
Huntington National Bank13,438$1,634 03/31/2020
     IWP13,438$1,634 03/31/2020
Global Wealth Management Investment Advisory Inc.13,289$1,616 03/31/2020
     IWP13,289$1,616 03/31/2020
Sage Financial Group Inc.13,282$1,615 03/31/2020
     IWP13,282$1,615 03/31/2020
Proequities Inc.13,247$1,611 03/31/2020
     IWP13,247$1,611 03/31/2020
Thrivent Financial for Lutherans12,975$1,578 03/31/2020
     IWP12,975$1,578 03/31/2020
CENTRAL TRUST Co12,798$1,556 03/31/2020
     IWP12,798$1,556 03/31/2020
Calamos Wealth Management LLC12,700$1,544 03/31/2020
     IWP12,700$1,544 03/31/2020
Ameritas Investment Company LLC12,703$1,543 03/31/2020
     IWP12,703$1,543 03/31/2020
Spearhead Capital Advisors LLC12,451$1,514 03/31/2020
     IWP12,451$1,514 03/31/2020
Highland Capital Management LLC12,276$1,493 03/31/2020
     IWP12,276$1,493 03/31/2020
Southern Wealth Management LLP12,283$1,493 03/31/2020
     IWP12,283$1,493 03/31/2020
Rathbone Brothers plc11,909$1,448 03/31/2020
     IWP11,909$1,448 03/31/2020
Prospera Financial Services Inc11,755$1,429 03/31/2020
     IWP11,755$1,429 03/31/2020
RSM US Wealth Management LLC11,728$1,426 03/31/2020
     IWP11,728$1,426 03/31/2020
Captrust Financial Advisors12,243$1,421 03/31/2020
     IWP12,243$1,421 03/31/2020
Oppenheimer & Co. Inc.11,416$1,388 03/31/2020
     IWP11,416$1,388 03/31/2020
Tsfg LLC11,370$1,382 03/31/2020
     IWP11,370$1,382 03/31/2020
IMS Capital Management11,242$1,367 03/31/2020
     IWP11,242$1,367 03/31/2020
Atticus Wealth Management LLC11,199$1,362 03/31/2020
     IWP11,199$1,362 03/31/2020
Whittier Trust Co.11,176$1,359 03/31/2020
     IWP11,176$1,359 03/31/2020
Capital Directions Investment Advisors LLC11,017$1,340 03/31/2020
     IWP11,017$1,340 03/31/2020
BDO Wealth Advisors LLC10,921$1,328 03/31/2020
     IWP10,921$1,328 03/31/2020
Amarillo National Bank10,857$1,321 03/31/2020
     IWP10,857$1,321 03/31/2020
Nwam LLC10,813$1,315 03/31/2020
     IWP10,813$1,315 03/31/2020
Colony Group LLC10,741$1,306 03/31/2020
     IWP10,741$1,306 03/31/2020
First Allied Advisory Services Inc.10,733$1,305 03/31/2020
     IWP10,733$1,305 03/31/2020
Cetera Investment Advisers12,274$1,303 03/31/2020
     IWP12,274$1,303 03/31/2020
Johnson Financial Group Inc.10,469$1,272 03/31/2020
     IWP10,469$1,272 03/31/2020
Meeder Asset Management Inc.10,393$1,264 03/31/2020
     IWP10,393$1,264 03/31/2020
Pinnacle Associates Ltd.10,368$1,261 03/31/2020
     IWP10,368$1,261 03/31/2020
Kovitz Investment Group Partners LLC10,122$1,231 03/31/2020
     IWP10,122$1,231 03/31/2020
First Horizon Advisors Inc.10,030$1,219 03/31/2020
     IWP10,030$1,219 03/31/2020
FCG Advisors LLC9,954$1,210 03/31/2020
     IWP9,954$1,210 03/31/2020
Kayne Anderson Rudnick Investment Management LLC9,773$1,190 03/31/2020
     IWP9,773$1,190 03/31/2020
Raymond James Trust N.A.9,775$1,189 03/31/2020
     IWP9,775$1,189 03/31/2020
Veritable L.P.9,693$1,179 03/31/2020
     IWP9,693$1,179 03/31/2020
Eqis Capital Management Inc.7,478$1,179 03/31/2020
     IWP7,478$1,179 03/31/2020
ERTS Wealth Advisors LLC9,505$1,156 03/31/2020
     IWP9,505$1,156 03/31/2020
BBVA USA Bancshares Inc.9,460$1,150 03/31/2020
     IWP9,460$1,150 03/31/2020
BHK Investment Advisors LLC9,387$1,141 03/31/2020
     IWP9,387$1,141 03/31/2020
Rockland Trust Co.9,206$1,119 03/31/2020
     IWP9,206$1,119 03/31/2020
Certified Advisory Corp9,185$1,117 03/31/2020
     IWP9,185$1,117 03/31/2020
MAI Capital Management9,148$1,112 03/31/2020
     IWP9,148$1,112 03/31/2020
GWM Advisors LLC9,147$1,112 03/31/2020
     IWP9,147$1,112 03/31/2020
Clearstead Advisors LLC9,084$1,105 03/31/2020
     IWP9,084$1,105 03/31/2020
Private Capital Group LLC9,026$1,097 03/31/2020
     IWP9,026$1,097 03/31/2020
Avantax Advisory Services Inc.8,965$1,090 03/31/2020
     IWP8,965$1,090 03/31/2020
Transform Wealth LLC8,909$1,083 03/31/2020
     IWP8,909$1,083 03/31/2020
Broadleaf Partners LLC8,902$1,082 03/31/2020
     IWP8,902$1,082 03/31/2020
EPG Wealth Management LLC8,835$1,074 03/31/2020
     IWP8,835$1,074 03/31/2020
AdvicePeriod LLC8,451$1,028 03/31/2020
     IWP8,451$1,028 03/31/2020
Haverford Trust Co.8,445$1,027 03/31/2020
     IWP8,445$1,027 03/31/2020
Cordatus Wealth Management LLC8,263$1,005 03/31/2020
     IWP8,263$1,005 03/31/2020
Barrett Asset Management LLC8,180$995 03/31/2020
     IWP8,180$995 03/31/2020
Princeton Global Asset Management LLC8,100$985 03/31/2020
     IWP8,100$985 03/31/2020
Argent Trust Co8,077$982 03/31/2020
     IWP8,077$982 03/31/2020
Financial Counselors Inc.7,967$969 03/31/2020
     IWP7,967$969 03/31/2020
Golden State Wealth Management LLC7,952$967 03/31/2020
     IWP7,952$967 03/31/2020
National Asset Management Inc.7,917$963 03/31/2020
     IWP7,917$963 03/31/2020
Orion Portfolio Solutions LLC7,760$944 03/31/2020
     IWP7,760$944 03/31/2020
Summit Financial Group Inc.7,710$937 03/31/2020
     IWP7,710$937 03/31/2020
Cranbrook Wealth Management LLC7,706$937 03/31/2020
     IWP7,706$937 03/31/2020
First National Bank Sioux Falls7,645$930 03/31/2020
     IWP7,645$930 03/31/2020
Segall Bryant & Hamill LLC7,545$918 03/31/2020
     IWP7,545$918 03/31/2020
Brickley Wealth Management7,241$880 03/31/2020
     IWP7,241$880 03/31/2020
Moneta Group Investment Advisors LLC7,172$872 03/31/2020
     IWP7,172$872 03/31/2020
Alesco Advisors LLC7,150$869 03/31/2020
     IWP7,150$869 03/31/2020
PFG Private Wealth Management LLC6,905$840 03/31/2020
     IWP6,905$840 03/31/2020
Brown Advisory Inc.6,873$836 03/31/2020
     IWP6,873$836 03/31/2020
Stephenson National Bank & Trust6,838$831 03/31/2020
     IWP6,838$831 03/31/2020
Silvercrest Asset Management Group LLC6,648$808 03/31/2020
     IWP6,648$808 03/31/2020
Berman Capital Advisors LLC6,640$807 03/31/2020
     IWP6,640$807 03/31/2020
Tiedemann Advisors LLC6,572$799 03/31/2020
     IWP6,572$799 03/31/2020
First Command Bank6,564$799 03/31/2020
     IWP6,564$799 03/31/2020
First Command Financial Services Inc.6,564$799 03/31/2020
     IWP6,564$799 03/31/2020
Wedgewood Investors Inc. PA6,514$792 03/31/2020
     IWP6,514$792 03/31/2020
BTC Capital Management Inc.6,473$787 03/31/2020
     IWP6,473$787 03/31/2020
Mutual Advisors LLC6,465$786 03/31/2020
     IWP6,465$786 03/31/2020
Kingsview Wealth Management LLC6,388$777 03/31/2020
     IWP6,388$777 03/31/2020
Murphy Capital Management Inc.6,357$772 03/31/2020
     IWP6,357$772 03/31/2020
Burleson & Company LLC5,201$758 03/31/2020
     IWP5,201$758 03/31/2020
Paul John Balson6,220$756 03/31/2020
     IWP6,220$756 03/31/2020
Freestone Capital Holdings LLC6,049$736 03/31/2020
     IWP6,049$736 03/31/2020
McNaughton Wealth Management LLC6,018$732 03/31/2020
     IWP6,018$732 03/31/2020
MA Private Wealth5,912$719 03/31/2020
     IWP5,912$719 03/31/2020
D.A. Davidson & CO.5,813$707 03/31/2020
     IWP5,813$707 03/31/2020
Honkamp Krueger Financial Services Inc.5,754$700 03/31/2020
     IWP5,754$700 03/31/2020
Canandaigua National Bank & Trust Co.5,734$697 03/31/2020
     IWP5,734$697 03/31/2020
Parametric Portfolio Associates LLC5,603$681 03/31/2020
     IWP5,603$681 03/31/2020
BRYN MAWR TRUST Co5,522$672 03/31/2020
     IWP5,522$672 03/31/2020
Oxford Financial Group Ltd.5,525$672 03/31/2020
     IWP5,525$672 03/31/2020
BTR Capital Management Inc.5,506$669 03/31/2020
     IWP5,506$669 03/31/2020
Castleark Management LLC5,500$669 03/31/2020
     IWP5,500$669 03/31/2020
Harbor Investment Advisory LLC5,485$667 03/31/2020
     IWP5,485$667 03/31/2020
BlueSky Wealth Advisors LLC5,472$665 03/31/2020
     IWP5,472$665 03/31/2020
Marshall Financial Group Inc. ADV5,386$655 03/31/2020
     IWP5,386$655 03/31/2020
Cooper Financial Group5,381$654 03/31/2020
     IWP5,381$654 03/31/2020
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.5,364$652 03/31/2020
     IWP5,364$652 03/31/2020
United Capital Management of KS Inc.5,336$649 03/31/2020
     IWP5,336$649 03/31/2020
Renaissance Technologies LLC5,300$644 03/31/2020
     IWP5,300$644 03/31/2020
Geneva Capital Management LLC5,288$643 03/31/2020
     IWP5,288$643 03/31/2020
Biondo Investment Advisors LLC5,268$641 03/31/2020
     IWP5,268$641 03/31/2020
Cadence Bank NA5,263$640 03/31/2020
     IWP5,263$640 03/31/2020
Rhumbline Advisers5,236$637 03/31/2020
     IWP5,236$637 03/31/2020
Autus Asset Management LLC5,225$635 03/31/2020
     IWP5,225$635 03/31/2020
People s United Financial Inc.5,174$629 03/31/2020
     IWP5,174$629 03/31/2020
Key Financial Inc5,047$626 03/31/2020
     IWP5,047$626 03/31/2020
Country Club Trust Company n.a.5,005$621 03/31/2020
     IWP5,005$621 03/31/2020
Heritage Wealth Advisors5,091$619 03/31/2020
     IWP5,091$619 03/31/2020
Global Trust Asset Management LLC4,952$614 03/31/2020
     IWP4,952$614 03/31/2020
Quadrant Capital Group LLC5,001$608 03/31/2020
     IWP5,001$608 03/31/2020
NTV Asset Management LLC4,986$606 03/31/2020
     IWP4,986$606 03/31/2020
Reynders McVeigh Capital Management LLC4,925$599 03/31/2020
     IWP4,925$599 03/31/2020
First United Bank Trust4,865$592 03/31/2020
     IWP4,865$592 03/31/2020
Aft Forsyth & Company Inc.4,867$592 03/31/2020
     IWP4,867$592 03/31/2020
Eldridge Investment Advisors Inc.4,839$588 03/31/2020
     IWP4,839$588 03/31/2020
Private Portfolio Partners LLC4,837$588 03/31/2020
     IWP4,837$588 03/31/2020
Franklin Resources Inc.4,783$582 03/31/2020
     IWP4,783$582 03/31/2020
Mission Wealth Management LP4,778$581 03/31/2020
     IWP4,778$581 03/31/2020
Smith Capital Management Inc. AR ADV4,751$578 03/31/2020
     IWP4,751$578 03/31/2020
BBR Partners LLC4,723$574 03/31/2020
     IWP4,723$574 03/31/2020
Kore Private Wealth LLC4,685$570 03/31/2020
     IWP4,685$570 03/31/2020
TCF National Bank4,661$567 03/31/2020
     IWP4,661$567 03/31/2020
Warren Averett Asset Management LLC4,596$559 03/31/2020
     IWP4,596$559 03/31/2020
Allworth Financial LP4,555$554 03/31/2020
     IWP4,555$554 03/31/2020
Comerica Securities Inc.4,547$553 03/31/2020
     IWP4,547$553 03/31/2020
Pennsylvania Trust Co4,489$546 03/31/2020
     IWP4,489$546 03/31/2020
FineMark National Bank & Trust4,375$532 03/31/2020
     IWP4,375$532 03/31/2020
Venture Visionary Partners LLC4,272$519 03/31/2020
     IWP4,272$519 03/31/2020
Lcnb Corp4,253$517 03/31/2020
     IWP4,253$517 03/31/2020
Washington Trust Bank4,239$516 03/31/2020
     IWP4,239$516 03/31/2020
Capital Analysts LLC4,240$516 03/31/2020
     IWP4,240$516 03/31/2020
Prestige Wealth Management Group LLC4,215$513 03/31/2020
     IWP4,215$513 03/31/2020
Greenleaf Trust4,196$510 03/31/2020
     IWP4,196$510 03/31/2020
McAdam LLC4,150$505 03/31/2020
     IWP4,150$505 03/31/2020
Appleton Partners Inc. MA4,139$503 03/31/2020
     IWP4,139$503 03/31/2020
LifePlan Financial Group Inc4,127$502 03/31/2020
     IWP4,127$502 03/31/2020
Burt Wealth Advisors4,117$501 03/31/2020
     IWP4,117$501 03/31/2020
Nations Financial Group Inc. IA ADV4,105$499 03/31/2020
     IWP4,105$499 03/31/2020
Linscomb & Williams Inc.4,103$499 03/31/2020
     IWP4,103$499 03/31/2020
Total Wealth Planning LLC3,965$482 03/31/2020
     IWP3,965$482 03/31/2020
1ST Source Bank3,930$478 03/31/2020
     IWP3,930$478 03/31/2020
Trexquant Investment LP3,925$477 03/31/2020
     IWP3,925$477 03/31/2020
Bank of Nova Scotia3,891$473 03/31/2020
     IWP3,891$473 03/31/2020
Capital Square LLC3,882$472 03/31/2020
     IWP3,882$472 03/31/2020
Buckingham Asset Management LLC3,873$471 03/31/2020
     IWP3,873$471 03/31/2020
Verdence Capital Advisors LLC3,876$471 03/31/2020
     IWP3,876$471 03/31/2020
Garrison Point Advisors LLC3,864$470 03/31/2020
     IWP3,864$470 03/31/2020
Cohen Capital Management Inc.3,805$463 03/31/2020
     IWP3,805$463 03/31/2020
Gilbert & Cook Inc.3,806$463 03/31/2020
     IWP3,806$463 03/31/2020
Shepherd Kaplan Krochuk LLC3,802$462 03/31/2020
     IWP3,802$462 03/31/2020
Private Trust Co. NA3,806$462 03/31/2020
     IWP3,806$462 03/31/2020
Harbour Capital Advisors LLC3,790$461 03/31/2020
     IWP3,790$461 03/31/2020
Sharkey Howes & Javer3,772$459 03/31/2020
     IWP3,772$459 03/31/2020
Advisory Services Network LLC3,699$450 03/31/2020
     IWP3,699$450 03/31/2020
Madison Asset Management LLC3,667$446 03/31/2020
     IWP3,667$446 03/31/2020
Signaturefd LLC3,668$446 03/31/2020
     IWP3,668$446 03/31/2020
Financial Advisory Service Inc.3,663$445 03/31/2020
     IWP3,663$445 03/31/2020
StrongBox Wealth LLC3,661$445 03/31/2020
     IWP3,661$445 03/31/2020
Snow Capital Management LP3,645$443 03/31/2020
     IWP3,645$443 03/31/2020
Voya Financial Advisors Inc.3,506$435 03/31/2020
     IWP3,506$435 03/31/2020
Barclays PLC3,490$424 03/31/2020
     IWP3,490$424 03/31/2020
Advisors Capital Management LLC3,457$420 03/31/2020
     IWP3,457$420 03/31/2020
Corient Capital Partners LLC3,454$420 03/31/2020
     IWP3,454$420 03/31/2020
United Asset Strategies Inc.3,437$418 03/31/2020
     IWP3,437$418 03/31/2020
Boys Arnold & Co. Inc.3,429$417 03/31/2020
     IWP3,429$417 03/31/2020
Financial Advocates Investment Management3,393$412 03/31/2020
     IWP3,393$412 03/31/2020
Cahaba Wealth Management Inc.3,308$402 03/31/2020
     IWP3,308$402 03/31/2020
Mosaic Family Wealth LLC3,231$393 03/31/2020
     IWP3,231$393 03/31/2020
Signet Financial Management LLC2,706$388 03/31/2020
     IWP2,706$388 03/31/2020
Mercer Global Advisors Inc. ADV3,136$381 03/31/2020
     IWP3,136$381 03/31/2020
Soltis Investment Advisors LLC3,131$381 03/31/2020
     IWP3,131$381 03/31/2020
Rossmore Private Capital3,049$371 03/31/2020
     IWP3,049$371 03/31/2020
Financial Insights Inc.3,042$370 03/31/2020
     IWP3,042$370 03/31/2020
GYL Financial Synergies LLC3,024$368 03/31/2020
     IWP3,024$368 03/31/2020
Dakota Wealth Management3,008$366 03/31/2020
     IWP3,008$366 03/31/2020
Great Valley Advisor Group Inc.2,977$362 03/31/2020
     IWP2,977$362 03/31/2020
Allen Investment Management LLC2,969$361 03/31/2020
     IWP2,969$361 03/31/2020
Fiduciary Trust Co.2,944$358 03/31/2020
     IWP2,944$358 03/31/2020
Squar Milner Financial Services LLC2,927$355 03/31/2020
     IWP2,927$355 03/31/2020
Great Lakes Advisors LLC2,875$350 03/31/2020
     IWP2,875$350 03/31/2020
YorkBridge Wealth Partners LLC2,868$349 03/31/2020
     IWP2,868$349 03/31/2020
Legacy Bridge LLC2,850$347 03/31/2020
     IWP2,850$347 03/31/2020
Retirement Income Solutions Inc2,857$347 03/31/2020
     IWP2,857$347 03/31/2020
IFP Advisors Inc2,760$344 03/31/2020
     IWP2,760$344 03/31/2020
Horizon Investment Services LLC2,821$343 03/31/2020
     IWP2,821$343 03/31/2020
Aspiriant LLC2,830$343 03/31/2020
     IWP2,830$343 03/31/2020
Sontag Advisory LLC2,804$341 03/31/2020
     IWP2,804$341 03/31/2020
Wealthspire Advisors L.P.2,804$341 03/31/2020
     IWP2,804$341 03/31/2020
IHT Wealth Management LLC2,786$339 03/31/2020
     IWP2,786$339 03/31/2020
Westfield Capital Management Co. LP2,780$338 03/31/2020
     IWP2,780$338 03/31/2020
Insight Wealth Strategies LLC2,744$334 03/31/2020
     IWP2,744$334 03/31/2020
V Wealth Advisors LLC2,738$333 03/31/2020
     IWP2,738$333 03/31/2020
Western Wealth Management LLC2,696$330 03/31/2020
     IWP2,696$330 03/31/2020
Davis R M Inc.2,683$326 03/31/2020
     IWP2,683$326 03/31/2020
Global Retirement Partners LLC2,658$323 03/31/2020
     IWP2,658$323 03/31/2020
Pathway Financial Advisors LLC2,800$322 03/31/2020
     IWP2,800$322 03/31/2020
Simon Quick Advisors LLC2,615$318 03/31/2020
     IWP2,615$318 03/31/2020
Carlton Hofferkamp & Jenks Wealth Management LLC2,214$317 03/31/2020
     IWP2,214$317 03/31/2020
Parallel Advisors LLC2,609$317 03/31/2020
     IWP2,609$317 03/31/2020
Meridian Management Co.2,600$316 03/31/2020
     IWP2,600$316 03/31/2020
Financial Sense Advisors Inc.2,587$315 03/31/2020
     IWP2,587$315 03/31/2020
Lincoln National Corp2,562$312 03/31/2020
     IWP2,562$312 03/31/2020
Townsquare Capital LLC2,260$309 03/31/2020
     IWP2,260$309 03/31/2020
SVA Wealth Management LLC2,526$307 03/31/2020
     IWP2,526$307 03/31/2020
Manchester Capital Management LLC2,507$305 03/31/2020
     IWP2,507$305 03/31/2020
Legal & General Group Plc2,500$304 03/31/2020
     IWP2,500$304 03/31/2020
Liberty Capital Management Inc.2,493$303 03/31/2020
     IWP2,493$303 03/31/2020
Magnus Financial Group LLC2,457$299 03/31/2020
     IWP2,457$299 03/31/2020
Clearwater Capital Advisors LLC2,454$298 03/31/2020
     IWP2,454$298 03/31/2020
Cypress Wealth Services LLC2,454$298 03/31/2020
     IWP2,454$298 03/31/2020
Girard Partners LTD.2,447$297 03/31/2020
     IWP2,447$297 03/31/2020
Whittier Trust Co. of Nevada Inc.2,428$296 03/31/2020
     IWP2,428$296 03/31/2020
Icon Wealth Partners LLC2,417$294 03/31/2020
     IWP2,417$294 03/31/2020
Commerzbank Aktiengesellschaft FI2,408$293 03/31/2020
     IWP2,408$293 03/31/2020
Iron Financial LLC2,395$291 03/31/2020
     IWP2,395$291 03/31/2020
South State Corp2,371$288 03/31/2020
     IWP2,371$288 03/31/2020
Principal Financial Group Inc.2,360$287 03/31/2020
     IWP2,360$287 03/31/2020
Smith Salley & Associates2,329$283 03/31/2020
     IWP2,329$283 03/31/2020
Essex Savings Bank2,292$279 03/31/2020
     IWP2,292$279 03/31/2020
Armor Investment Advisors LLC2,250$274 03/31/2020
     IWP2,250$274 03/31/2020
Valeo Financial Advisors LLC2,057$271 03/31/2020
     IWP2,057$271 03/31/2020
Intl Fcstone Inc.2,217$270 03/31/2020
     IWP2,217$270 03/31/2020
Smithfield Trust Co.2,211$269 03/31/2020
     IWP2,211$269 03/31/2020
Capital Asset Advisory Services LLC1,914$268 03/31/2020
     IWP1,914$268 03/31/2020
Tranquility Partners LLC2,186$266 03/31/2020
     IWP2,186$266 03/31/2020
Pure Financial Advisors Inc.2,172$264 03/31/2020
     IWP2,172$264 03/31/2020
Balentine LLC2,165$263 03/31/2020
     IWP2,165$263 03/31/2020
Massmutual Trust Co. FSB ADV2,155$262 03/31/2020
     IWP2,155$262 03/31/2020
MainStreet Investment Advisors LLC2,155$262 03/31/2020
     IWP2,155$262 03/31/2020
FDx Advisors Inc.2,134$259 03/31/2020
     IWP2,134$259 03/31/2020
Claro Advisors LLC2,127$259 03/31/2020
     IWP2,127$259 03/31/2020
Texas Capital Bank Wealth Management Services Inc.2,123$258 03/31/2020
     IWP2,123$258 03/31/2020
Ballentine Partners LLC2,116$257 03/31/2020
     IWP2,116$257 03/31/2020
Dougherty Wealth Advisers LLC2,116$257 03/31/2020
     IWP2,116$257 03/31/2020
Regent Investment Management LLC2,100$255 03/31/2020
     IWP2,100$255 03/31/2020
Capital Financial Planning LLC2,084$253 03/31/2020
     IWP2,084$253 03/31/2020
Ullmann Financial Group Inc.2,078$252 03/31/2020
     IWP2,078$252 03/31/2020
Argent Advisors Inc.2,065$251 03/31/2020
     IWP2,065$251 03/31/2020
Baldwin Brothers Inc. MA2,035$247 03/31/2020
     IWP2,035$247 03/31/2020
PagnatoKarp Partners LLC2,024$246 03/31/2020
     IWP2,024$246 03/31/2020
Homrich & Berg2,007$244 03/31/2020
     IWP2,007$244 03/31/2020
AJ Wealth Strategies LLC2,004$244 03/31/2020
     IWP2,004$244 03/31/2020
Private Capital Management LLC2,000$243 03/31/2020
     IWP2,000$243 03/31/2020
Vista Wealth Management Group LLC2,000$243 03/31/2020
     IWP2,000$243 03/31/2020
HBK Sorce Advisory LLC1,966$239 03/31/2020
     IWP1,966$239 03/31/2020
Plante Moran Financial Advisors LLC1,960$238 03/31/2020
     IWP1,960$238 03/31/2020
Nadler Financial Group Inc.1,945$236 03/31/2020
     IWP1,945$236 03/31/2020
First National Bank of Omaha1,891$230 03/31/2020
     IWP1,891$230 03/31/2020
Goelzer Investment Management Inc.1,887$229 03/31/2020
     IWP1,887$229 03/31/2020
Vista Capital Partners Inc.1,872$227 03/31/2020
     IWP1,872$227 03/31/2020
Sage Capital Advisors llc1,864$227 03/31/2020
     IWP1,864$227 03/31/2020
Papp L Roy & Associates1,850$225 03/31/2020
     IWP1,850$225 03/31/2020
Middleton & Co Inc MA1,850$225 03/31/2020
     IWP1,850$225 03/31/2020
CCG Wealth Management LLC1,814$221 03/31/2020
     IWP1,814$221 03/31/2020
Hollencrest Capital Management1,808$220 03/31/2020
     IWP1,808$220 03/31/2020
BLB&B Advisors LLC1,808$220 03/31/2020
     IWP1,808$220 03/31/2020
Nicolet Advisory Services LLC1,802$219 03/31/2020
     IWP1,802$219 03/31/2020
Lazard Asset Management LLC1,800$218 03/31/2020
     IWP1,800$218 03/31/2020
JNB Advisors LLC1,794$218 03/31/2020
     IWP1,794$218 03/31/2020
Northeast Financial Consultants Inc1,775$216 03/31/2020
     IWP1,775$216 03/31/2020
Northwest Wealth Management LLC1,780$216 03/31/2020
     IWP1,780$216 03/31/2020
White Pine Capital LLC1,771$215 03/31/2020
     IWP1,771$215 03/31/2020
Wealthcare Advisory Partners LLC1,758$214 03/31/2020
     IWP1,758$214 03/31/2020
Wolverine Trading LLC $211 03/31/2020
     Call58,100$7,207 03/31/2020
     Put56,400$6,996 03/31/2020
MONECO Advisors LLC1,715$209 03/31/2020
     IWP1,715$209 03/31/2020
Berkshire Asset Management LLC PA1,709$208 03/31/2020
     IWP1,709$208 03/31/2020
Valmark Advisers Inc.1,711$208 03/31/2020
     IWP1,711$208 03/31/2020
Telemus Capital LLC1,323$205 03/31/2020
     IWP1,323$205 03/31/2020
Smith Moore & CO.1,681$204 03/31/2020
     IWP1,681$204 03/31/2020
Fiera Capital Corp1,650$201 03/31/2020
     IWP1,650$201 03/31/2020
Perigon Wealth Management LLC1,530$201 03/31/2020
     IWP1,530$201 03/31/2020
Ancora Advisors LLC1,601$194 03/31/2020
     IWP1,601$194 03/31/2020
Flagship Harbor Advisors LLC1,581$192 03/31/2020
     IWP1,581$192 03/31/2020
Bourgeon Capital Management LLC1,558$189 03/31/2020
     IWP1,558$189 03/31/2020
Arden Trust Co1,518$185 03/31/2020
     IWP1,518$185 03/31/2020
Carroll Financial Associates Inc.1,496$181 03/31/2020
     IWP1,496$181 03/31/2020
Aptus Capital Advisors LLC1,496$181 03/31/2020
     IWP1,496$181 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC1,107$175 06/30/2020
     IWP1,107$175 06/30/2020
Capital Bank & Trust Co1,393$169 03/31/2020
     IWP1,393$169 03/31/2020
Pathstone Family Office LLC1,165$141 03/31/2020
     IWP1,165$141 03/31/2020
Clear Investment Research LLC1,154$140 03/31/2020
     IWP1,154$140 03/31/2020
Oakworth Capital Inc.1,110$135 03/31/2020
     IWP1,110$135 03/31/2020
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,100$134 03/31/2020
     IWP1,100$134 03/31/2020
West Bancorporation Inc.1,103$134 03/31/2020
     IWP1,103$134 03/31/2020
Capital Advisors Ltd. LLC1,102$134 03/31/2020
     IWP1,102$134 03/31/2020
Centaurus Financial Inc.1,056$128 03/31/2020
     IWP1,056$128 03/31/2020
Ballast Advisors LLC1,040$126 03/31/2020
     IWP1,040$126 03/31/2020
Truewealth LLC1,028$125 03/31/2020
     IWP1,028$125 03/31/2020
Brown Brothers Harriman & Co.1,010$123 03/31/2020
     IWP1,010$123 03/31/2020
Arcadia Investment Management Corp MI980$119 03/31/2020
     IWP980$119 03/31/2020
Lloyd Advisory Services LLC.940$114 03/31/2020
     IWP940$114 03/31/2020
City Holding Co.932$113 03/31/2020
     IWP932$113 03/31/2020
William Blair Investment Management LLC907$110 03/31/2020
     IWP907$110 03/31/2020
Eudaimonia Partners LLC886$108 03/31/2020
     IWP886$108 03/31/2020
Private Ocean LLC880$106 03/31/2020
     IWP880$106 03/31/2020
Benjamin F. Edwards & Company Inc.846$103 03/31/2020
     IWP846$103 03/31/2020
Sugarloaf Wealth Management LLC834$101 03/31/2020
     IWP834$101 03/31/2020
Northern Oak Wealth Management Inc.818$99 03/31/2020
     IWP818$99 03/31/2020
HBC Financial Services PLLC850$98 03/31/2020
     IWP850$98 03/31/2020
Kings Point Capital Management794$97 03/31/2020
     IWP794$97 03/31/2020
FinTrust Capital Advisors LLC784$95 03/31/2020
     IWP784$95 03/31/2020
Duncker Streett & Co. Inc.770$94 03/31/2020
     IWP770$94 03/31/2020
Evensky & Katz LLC746$91 03/31/2020
     IWP746$91 03/31/2020
Permanens Capital L.P.737$90 03/31/2020
     IWP737$90 03/31/2020
Providence Capital Advisors LLC730$89 03/31/2020
     IWP730$89 03/31/2020
Vigilant Capital Management LLC725$88 03/31/2020
     IWP725$88 03/31/2020
Archer Investment Corp658$80 03/31/2020
     IWP658$80 03/31/2020
Trustcore Financial Services LLC636$77 03/31/2020
     IWP636$77 03/31/2020
Trust Co629$76 03/31/2020
     IWP629$76 03/31/2020
Deutsche Bank AG608$74 03/31/2020
     IWP608$74 03/31/2020
Trust Co. of Vermont607$74 03/31/2020
     IWP607$74 03/31/2020
Parkside Financial Bank & Trust533$65 03/31/2020
     IWP533$65 03/31/2020
Tower Research Capital LLC TRC 538$65 03/31/2020
     IWP538$65 03/31/2020
First Financial Corp IN530$64 03/31/2020
     IWP530$64 03/31/2020
Biltmore Family Office LLC508$62 03/31/2020
     IWP508$62 03/31/2020
Financial Enhancement Group LLC500$61 03/31/2020
     IWP500$61 03/31/2020
Patriot Financial Group Insurance Agency LLC495$60 03/31/2020
     IWP495$60 03/31/2020
Lakeview Capital Partners LLC483$59 03/31/2020
     IWP483$59 03/31/2020
Sterling Investment Advisors Ltd.491$59 03/31/2020
     IWP491$59 03/31/2020
CBIZ Investment Advisory Services LLC482$59 03/31/2020
     IWP482$59 03/31/2020
Enterprise Financial Services Corp471$57 03/31/2020
     IWP471$57 03/31/2020
Bogart Wealth LLC470$57 03/31/2020
     IWP470$57 03/31/2020
Salem Investment Counselors Inc.457$56 03/31/2020
     IWP457$56 03/31/2020
Cullen Frost Bankers Inc.453$55 03/31/2020
     IWP453$55 03/31/2020
Jacobi Capital Management LLC434$53 03/31/2020
     IWP434$53 03/31/2020
Bedel Financial Consulting Inc.432$53 03/31/2020
     IWP432$53 03/31/2020
Oppenheimer Asset Management Inc.432$52 03/31/2020
     IWP432$52 03/31/2020
Security National Trust Co.423$51 03/31/2020
     IWP423$51 03/31/2020
Financial Architects Inc423$51 03/31/2020
     IWP423$51 03/31/2020
Jackson Grant Investment Advisers Inc.409$50 03/31/2020
     IWP409$50 03/31/2020
Howe & Rusling Inc.404$49 03/31/2020
     IWP404$49 03/31/2020
JNBA Financial Advisors401$49 03/31/2020
     IWP401$49 03/31/2020
Carmichael Hill & Associates Inc.395$48 03/31/2020
     IWP395$48 03/31/2020
Royal Fund Management LLC391$47 03/31/2020
     IWP391$47 03/31/2020
Sowell Financial Services LLC381$46 03/31/2020
     IWP381$46 03/31/2020
Pinnacle Bank366$45 03/31/2020
     IWP366$45 03/31/2020
Stratos Wealth Advisors LLC366$45 03/31/2020
     IWP366$45 03/31/2020
Ambassador Advisors LLC350$43 03/31/2020
     IWP350$43 03/31/2020
Optimum Investment Advisors346$42 03/31/2020
     IWP346$42 03/31/2020
Assetmark Inc.347$42 03/31/2020
     IWP347$42 03/31/2020
Perkins Coie Trust Co345$42 03/31/2020
     IWP345$42 03/31/2020
SYM FINANCIAL Corp334$41 03/31/2020
     IWP334$41 03/31/2020
Hanson & Doremus Investment Management314$38 03/31/2020
     IWP314$38 03/31/2020
Farmers & Merchants Investments Inc.304$37 03/31/2020
     IWP304$37 03/31/2020
Stonebridge Financial Planning Group LLC289$37 03/31/2020
     IWP289$37 03/31/2020
Stralem & Co. Inc.294$36 03/31/2020
     IWP294$36 03/31/2020
Creative Financial Designs Inc. ADV285$35 03/31/2020
     IWP285$35 03/31/2020
Focused Wealth Management Inc284$35 03/31/2020
     IWP284$35 03/31/2020
S.A. Mason LLC285$35 03/31/2020
     IWP285$35 03/31/2020
Vaughan AND Company Securities Inc.283$34 03/31/2020
     IWP283$34 03/31/2020
Sonora Investment Management LLC280$34 03/31/2020
     IWP280$34 03/31/2020
Ellis Investment Partners LLC293$34 03/31/2020
     IWP293$34 03/31/2020
Citizens Financial Group Inc RI274$33 03/31/2020
     IWP274$33 03/31/2020
Glassman Wealth Services252$31 03/31/2020
     IWP252$31 03/31/2020
Ellevest Inc.257$31 03/31/2020
     IWP257$31 03/31/2020
First Manhattan Co.250$30 03/31/2020
     IWP250$30 03/31/2020
Pin Oak Investment Advisors Inc.248$30 03/31/2020
     IWP248$30 03/31/2020
Covington Capital Management237$29 03/31/2020
     IWP237$29 03/31/2020
Tarbox Family Office Inc.238$29 03/31/2020
     IWP238$29 03/31/2020
Webster Bank N. A.225$27 03/31/2020
     IWP225$27 03/31/2020
Procyon Private Wealth Partners LLC219$27 03/31/2020
     IWP219$27 03/31/2020
Institutional & Family Asset Management LLC205$25 03/31/2020
     IWP205$25 03/31/2020
QCI Asset Management Inc. NY200$24 03/31/2020
     IWP200$24 03/31/2020
American National Bank200$24 03/31/2020
     IWP200$24 03/31/2020
Lee Financial Co201$24 03/31/2020
     IWP201$24 03/31/2020
Gradient Investments LLC200$24 03/31/2020
     IWP200$24 03/31/2020
Boston Private Wealth LLC199$24 03/31/2020
     IWP199$24 03/31/2020
Fortis Advisors LLC195$24 03/31/2020
     IWP195$24 03/31/2020
Verus Capital Partners LLC195$24 03/31/2020
     IWP195$24 03/31/2020
O Shaughnessy Asset Management LLC189$23 03/31/2020
     IWP189$23 03/31/2020
Ropes Wealth Advisors LLC191$23 03/31/2020
     IWP191$23 03/31/2020
Gemmer Asset Management LLC179$22 03/31/2020
     IWP179$22 03/31/2020
Brand Asset Management Group Inc.184$22 03/31/2020
     IWP184$22 03/31/2020
Claraphi Advisory Network LLC176$21 03/31/2020
     IWP176$21 03/31/2020
Emerald Investment Partners LLC161$20 03/31/2020
     IWP161$20 03/31/2020
Victory Capital Management Inc.158$19 03/31/2020
     IWP158$19 03/31/2020
Reilly Financial Advisors LLC157$19 03/31/2020
     IWP157$19 03/31/2020
Manchester Financial Inc.152$18 03/31/2020
     IWP152$18 03/31/2020
Macroview Investment Management LLC151$18 03/31/2020
     IWP151$18 03/31/2020
American Research & Management Co.142$17 03/31/2020
     IWP142$17 03/31/2020
Roble Belko & Company Inc120$15 03/31/2020
     IWP120$15 03/31/2020
WASHINGTON TRUST Co116$14 03/31/2020
     IWP116$14 03/31/2020
Prime Capital Investment Advisors LLC117$14 03/31/2020
     IWP117$14 03/31/2020
Hudock Inc.107$13 03/31/2020
     IWP107$13 03/31/2020
Cribstone Capital Management LLC103$13 03/31/2020
     IWP103$13 03/31/2020
Harvest Group Wealth Management LLC110$13 03/31/2020
     IWP110$13 03/31/2020
Weaver Consulting Group103$13 03/31/2020
     IWP103$13 03/31/2020
Resources Management Corp CT ADV100$12 03/31/2020
     IWP100$12 03/31/2020
AlphaMark Advisors LLC100$12 03/31/2020
     IWP100$12 03/31/2020
Delta Asset Management LLC TN90$11 03/31/2020
     IWP90$11 03/31/2020
Tradewinds Capital Management LLC90$11 03/31/2020
     IWP90$11 03/31/2020
Rice Partnership LLC94$11 03/31/2020
     IWP94$11 03/31/2020
Element Wealth LLC92$11 03/31/2020
     IWP92$11 03/31/2020
Asset Dedication LLC77$10 03/31/2020
     IWP77$10 03/31/2020
TCI Wealth Advisors Inc.85$10 03/31/2020
     IWP85$10 03/31/2020
Norway Savings Bank85$10 03/31/2020
     IWP85$10 03/31/2020
Psagot Investment House Ltd.78$9 03/31/2020
     IWP78$9 03/31/2020
Arkadios Wealth Advisors76$9 03/31/2020
     IWP76$9 03/31/2020
Your Advocates Ltd. LLP54$7 03/31/2020
     IWP54$7 03/31/2020
Investors Research Corp49$6 03/31/2020
     IWP49$6 03/31/2020
Sound Income Strategies LLC50$6 03/31/2020
     IWP50$6 03/31/2020
Joseph P. Lucia & Associates LLC50$6 03/31/2020
     IWP50$6 03/31/2020
Red Door Wealth Management LLC54$6 03/31/2020
     IWP54$6 03/31/2020
HC Financial Advisors Inc.41$5 03/31/2020
     IWP41$5 03/31/2020
Sofos Investments Inc.40$5 03/31/2020
     IWP40$5 03/31/2020
Horan Securities Inc.34$4 03/31/2020
     IWP34$4 03/31/2020
Farmers & Merchants Trust Co of Chambersburg PA34$4 03/31/2020
     IWP34$4 03/31/2020
Carolinas Wealth Consulting LLC34$4 03/31/2020
     IWP34$4 03/31/2020
Lindbrook Capital LLC25$3 03/31/2020
     IWP25$3 03/31/2020
Anderson Fisher LLC14$2 03/31/2020
     IWP14$2 03/31/2020
SVB Wealth Advisory Inc.19$2 03/31/2020
     IWP19$2 03/31/2020
Selective Wealth Management Inc.10$1 03/31/2020
     IWP10$1 03/31/2020
BNP Paribas Arbitrage SA2$0 03/31/2020
     IWP2$0 03/31/2020
Regal Wealth Group Inc.3$0 03/31/2020
     IWP3$0 03/31/2020
Lake Point Wealth Management4$0 03/31/2020
     IWP4$0 03/31/2020
Cutler Group LP500$-36 03/31/2020
     Put2,900$96 03/31/2020
     IWP500$60 03/31/2020
     Call500$0 03/31/2020

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

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