HoldingsChannel.com
Funds Holding IWP

On this page, we present all of the funds holding IWP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IWP, with a link to that fund's top holdings. The next columns indicate the amount of IWP stock held by each of the funds holding IWP, followed by the IWP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 998 funds holding IWP within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by TIAA Trust National Association. For more details on the positions held by TIAA Trust National Association (or by any of the other funds holding IWP), click the fund name in the "Holder" column of the funds-holding-IWP table below.

HolderAmountPosition Size
($ in 1000's)
 As of
TIAA Trust National Association11,024,493$1,151,619 12/31/2023
     IWP11,024,493$1,151,619 12/31/2023
Morgan Stanley10,930,470$1,141,797 12/31/2023
     IWP10,930,470$1,141,797 12/31/2023
Bank of America Corp DE6,588,038$688,186 12/31/2023
     IWP6,588,038$688,186 12/31/2023
Wells Fargo & Company MN5,632,447$588,365 12/31/2023
     IWP5,632,447$588,365 12/31/2023
Jones Financial Companies Lllp3,918,325$409,308 12/31/2023
     IWP3,918,325$409,308 12/31/2023
Commonwealth Equity Services LLC2,871,614$299,969 12/31/2023
     IWP2,871,614$299,969 12/31/2023
The PNC Financial Services Group Inc.2,811,258$293,664 12/31/2023
     IWP2,811,258$293,664 12/31/2023
Ameriprise Financial Inc.2,466,496$257,875 12/31/2023
     IWP2,466,496$257,875 12/31/2023
UBS Group AG $245,027 12/31/2023
     IWP2,348,651$245,340 12/31/2023
     Put3,000$313 12/31/2023
Envestnet Asset Management Inc.2,210,427$230,901 12/31/2023
     IWP2,210,427$230,901 12/31/2023
Commerce Bank2,071,839$216,424 12/31/2023
     IWP2,071,839$216,424 12/31/2023
Cassaday & Co Wealth Management LLC2,034,598$212,534 12/31/2023
     IWP2,034,598$212,534 12/31/2023
LPL Financial LLC1,640,404$171,357 12/31/2023
     IWP1,640,404$171,357 12/31/2023
First Citizens Bank & Trust Co.1,406,752$160,567 03/31/2024
     IWP1,406,752$160,567 03/31/2024
US Bancorp DE1,528,182$159,634 12/31/2023
     IWP1,528,182$159,634 12/31/2023
FMR LLC1,263,824$132,019 12/31/2023
     IWP1,263,824$132,019 12/31/2023
Envestnet Portfolio Solutions Inc.1,254,941$131,091 12/31/2023
     IWP1,254,941$131,091 12/31/2023
Advisor Group Holdings Inc.1,148,499$120,002 12/31/2023
     IWP1,148,499$120,002 12/31/2023
Goldman Sachs Group Inc.953,327$99,585 12/31/2023
     IWP953,327$99,585 12/31/2023
JPMorgan Chase & Co.933,028$97,464 12/31/2023
     IWP933,028$97,464 12/31/2023
GLOBALT Investments LLC GA920,724$96,179 12/31/2023
     IWP920,724$96,179 12/31/2023
Truist Financial Corp911,338$95,198 12/31/2023
     IWP911,338$95,198 12/31/2023
Royal Bank of Canada861,871$90,031 12/31/2023
     IWP861,871$90,031 12/31/2023
Zions Bancorporation N.A.840,781$87,828 12/31/2023
     IWP840,781$87,828 12/31/2023
American Family Insurance Mutual Holding Co754,748$78,841 12/31/2023
     IWP754,748$78,841 12/31/2023
CIBC Private Wealth Group LLC752,570$78,614 12/31/2023
     IWP752,570$78,614 12/31/2023
Raymond James Financial Services Advisors Inc.650,939$74,298 03/31/2024
     IWP650,939$74,298 03/31/2024
Northwestern Mutual Wealth Management Co.691,965$72,287 12/31/2023
     IWP691,965$72,287 12/31/2023
Cullen Frost Bankers Inc.666,877$69,662 12/31/2023
     IWP666,877$69,662 12/31/2023
Equitable Holdings Inc.588,791$61,505 12/31/2023
     IWP588,791$61,505 12/31/2023
Wellington Management Group LLP535,164$55,903 12/31/2023
     IWP535,164$55,903 12/31/2023
Barclays PLC510,940$53,373 12/31/2023
     IWP510,940$53,373 12/31/2023
Stephens Group Asset Management LLC455,737$52,018 03/31/2024
     IWP455,737$52,018 03/31/2024
Mariner LLC489,422$51,125 12/31/2023
     IWP489,422$51,125 12/31/2023
Summit Rock Advisors LP467,237$48,808 12/31/2023
     IWP467,237$48,808 12/31/2023
Rodgers & Associates LTD465,440$48,620 12/31/2023
     IWP465,440$48,620 12/31/2023
AE Wealth Management LLC437,609$45,818 12/31/2023
     IWP437,609$45,818 12/31/2023
Johnson Investment Counsel Inc.434,020$45,338 12/31/2023
     IWP434,020$45,338 12/31/2023
Stephens Inc. AR376,127$39,290 12/31/2023
     IWP376,127$39,290 12/31/2023
Creative Planning375,596$39,235 12/31/2023
     IWP375,596$39,235 12/31/2023
Raymond James & Associates330,649$37,740 03/31/2024
     IWP330,649$37,740 03/31/2024
M&T Bank Corp359,840$37,589 12/31/2023
     IWP359,840$37,589 12/31/2023
Wade G W & Inc.337,729$35,279 12/31/2023
     IWP337,729$35,279 12/31/2023
AMG National Trust Bank323,247$33,766 12/31/2023
     IWP323,247$33,766 12/31/2023
RTD Financial Advisors Inc.295,725$33,754 03/31/2024
     IWP295,725$33,754 03/31/2024
Orion Portfolio Solutions LLC307,253$31,564 12/31/2023
     IWP307,253$31,564 12/31/2023
Hantz Financial Services Inc.298,949$31,228 12/31/2023
     IWP298,949$31,228 12/31/2023
Cedar Mountain Advisors LLC270,410$30,865 03/31/2024
     IWP270,410$30,865 03/31/2024
Krilogy Financial LLC260,622$29,747 03/31/2024
     IWP260,622$29,747 03/31/2024
HighTower Advisors LLC277,351$28,980 12/31/2023
     IWP277,351$28,980 12/31/2023
Honkamp Krueger Financial Services Inc.272,347$28,449 12/31/2023
     IWP272,347$28,449 12/31/2023
Comerica Bank271,730$28,385 12/31/2023
     IWP271,730$28,385 12/31/2023
One Capital Management LLC265,365$27,720 12/31/2023
     IWP265,365$27,720 12/31/2023
Truepoint Inc.258,388$26,991 12/31/2023
     IWP258,388$26,991 12/31/2023
CSM Advisors LLC249,000$26,011 12/31/2023
     IWP249,000$26,011 12/31/2023
NSI Retail Advisors LLC249,000$26,011 12/31/2023
     IWP249,000$26,011 12/31/2023
Fifth Third Bancorp227,689$25,988 03/31/2024
     IWP227,689$25,988 03/31/2024
Accredited Investors Inc.244,291$25,519 12/31/2023
     IWP244,291$25,519 12/31/2023
Bishop & Co Investment Management LLC235,398$24,590 12/31/2023
     IWP235,398$24,590 12/31/2023
Angeles Investment Advisors LLC232,000$24,235 12/31/2023
     IWP232,000$24,235 12/31/2023
Proficio Capital Partners LLC229,558$24,049 12/31/2023
     IWP229,558$24,049 12/31/2023
Badgley Phelps Wealth Managers LLC222,049$23,195 12/31/2023
     IWP222,049$23,195 12/31/2023
Baird Financial Group Inc.219,391$22,918 12/31/2023
     IWP219,391$22,918 12/31/2023
Keybank National Association OH209,892$21,925 12/31/2023
     IWP209,892$21,925 12/31/2023
Falcon Wealth Planning187,837$21,440 03/31/2024
     IWP187,837$21,440 03/31/2024
BKD Wealth Advisors LLC185,023$21,119 03/31/2024
     IWP185,023$21,119 03/31/2024
Captrust Financial Advisors200,541$20,948 12/31/2023
     IWP200,541$20,948 12/31/2023
SRS Capital Advisors Inc.198,177$20,702 12/31/2023
     IWP198,177$20,702 12/31/2023
BlackRock Inc.196,482$20,525 12/31/2023
     IWP196,482$20,525 12/31/2023
Integrated Investment Consultants LLC177,257$20,232 03/31/2024
     IWP177,257$20,232 03/31/2024
Hsbc Holdings PLC190,230$19,871 12/31/2023
     IWP190,230$19,871 12/31/2023
Steward Partners Investment Advisory LLC187,378$19,574 12/31/2023
     IWP187,378$19,574 12/31/2023
Bank of Montreal Can182,378$19,173 12/31/2023
     IWP182,378$19,173 12/31/2023
Healthcare of Ontario Pension Plan Trust Fund177,000$18,489 12/31/2023
     IWP177,000$18,489 12/31/2023
Cambridge Investment Research Advisors Inc.161,211$18,401 03/31/2024
     IWP161,211$18,401 03/31/2024
Cetera Advisor Networks LLC175,121$18,293 12/31/2023
     IWP175,121$18,293 12/31/2023
GenWealth Group Inc.158,219$18,059 03/31/2024
     IWP158,219$18,059 03/31/2024
Rockefeller Capital Management L.P.162,705$16,996 12/31/2023
     IWP162,705$16,996 12/31/2023
Sterling Manor Financial LLC142,699$16,288 03/31/2024
     IWP142,699$16,288 03/31/2024
LBJ Family Wealth Advisors Ltd.140,762$16,067 03/31/2024
     IWP140,762$16,067 03/31/2024
Northern Trust Corp153,358$16,020 12/31/2023
     IWP153,358$16,020 12/31/2023
MML Investors Services LLC153,322$16,016 12/31/2023
     IWP153,322$16,016 12/31/2023
Prudential Financial Inc.151,377$15,813 12/31/2023
     IWP151,377$15,813 12/31/2023
Ausdal Financial Partners Inc.136,254$15,552 03/31/2024
     IWP136,254$15,552 03/31/2024
Synovus Financial Corp147,376$15,397 12/31/2023
     IWP147,376$15,397 12/31/2023
Congress Asset Management Co. MA131,996$15,066 03/31/2024
     IWP131,996$15,066 03/31/2024
Kestra Advisory Services LLC137,112$14,323 12/31/2023
     IWP137,112$14,323 12/31/2023
FSA Wealth Management LLC136,592$14,268 12/31/2023
     IWP136,592$14,268 12/31/2023
Cetera Advisors LLC133,412$13,936 12/31/2023
     IWP133,412$13,936 12/31/2023
Stifel Financial Corp132,884$13,882 12/31/2023
     IWP132,884$13,882 12/31/2023
Bartlett & Co. LLC131,465$13,820 12/31/2023
     IWP131,465$13,820 12/31/2023
Bartlett & CO. Wealth Management LLC131,465$13,820 12/31/2023
     IWP131,465$13,820 12/31/2023
Private Advisor Group LLC131,712$13,759 12/31/2023
     IWP131,712$13,759 12/31/2023
Bank of New York Mellon Corp131,336$13,719 12/31/2023
     IWP131,336$13,719 12/31/2023
BOKF NA130,359$13,617 12/31/2023
     IWP130,359$13,617 12/31/2023
JMG Financial Group Ltd.129,345$13,511 12/31/2023
     IWP129,345$13,511 12/31/2023
Moneta Group Investment Advisors LLC128,293$13,401 12/31/2023
     IWP128,293$13,401 12/31/2023
CHURCHILL MANAGEMENT Corp116,918$13,345 03/31/2024
     IWP116,918$13,345 03/31/2024
Kestra Private Wealth Services LLC125,603$13,120 12/31/2023
     IWP125,603$13,120 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC124,884$13,035 12/31/2023
     IWP124,884$13,035 12/31/2023
First Citizens Asset Management Inc.114,955$12,732 12/31/2023
     IWP114,955$12,732 12/31/2023
Wealth Enhancement Advisory Services LLC106,663$12,175 03/31/2024
     IWP106,663$12,175 03/31/2024
Mechanics Bank Trust Department106,133$12,114 03/31/2024
     IWP106,133$12,114 03/31/2024
RMB Capital Management LLC114,684$11,980 12/31/2023
     IWP114,684$11,980 12/31/2023
MAI Capital Management114,137$11,923 12/31/2023
     IWP114,137$11,923 12/31/2023
Voya Investment Management LLC112,779$11,781 12/31/2023
     IWP112,779$11,781 12/31/2023
TCG Advisory Services LLC109,507$11,439 12/31/2023
     IWP109,507$11,439 12/31/2023
National Asset Management Inc.109,070$11,393 12/31/2023
     IWP109,070$11,393 12/31/2023
Susquehanna International Group LLP $11,370 12/31/2023
     Call65,100$6,800 12/31/2023
     IWP46,045$4,810 12/31/2023
     Put2,300$240 12/31/2023
UMB Bank N A MO105,759$11,048 12/31/2023
     IWP105,759$11,048 12/31/2023
LMG Wealth Partners LLC105,435$11,014 12/31/2023
     IWP105,435$11,014 12/31/2023
Focus Financial Network Inc. ADV105,348$11,005 12/31/2023
     IWP105,348$11,005 12/31/2023
Connecticut Wealth Management LLC101,288$10,581 12/31/2023
     IWP101,288$10,581 12/31/2023
Taylor Cottrill Erickson & Associates Inc.99,125$10,355 12/31/2023
     IWP99,125$10,355 12/31/2023
Farmers & Merchants Investments Inc.90,687$10,351 03/31/2024
     IWP90,687$10,351 03/31/2024
Occidental Asset Management LLC90,322$10,309 03/31/2024
     IWP90,322$10,309 03/31/2024
Pinnacle Financial Partners Inc.98,374$10,276 12/31/2023
     IWP98,374$10,276 12/31/2023
CI Private Wealth LLC96,815$10,113 12/31/2023
     IWP96,815$10,113 12/31/2023
Sontag Advisory LLC96,651$10,096 12/31/2023
     IWP96,651$10,096 12/31/2023
EP Wealth Advisors LLC91,198$9,527 12/31/2023
     IWP91,198$9,527 12/31/2023
Pathstone Holdings LLC90,778$9,483 12/31/2023
     IWP90,778$9,483 12/31/2023
Southern Capital Advisors LLC87,626$9,153 12/31/2023
     IWP87,626$9,153 12/31/2023
Janney Montgomery Scott LLC86,940$9,082 12/31/2023
     IWP86,940$9,082 12/31/2023
Johnson Financial Group Inc.85,530$8,934 12/31/2023
     IWP85,530$8,934 12/31/2023
Warren Averett Asset Management LLC85,466$8,928 12/31/2023
     IWP85,466$8,928 12/31/2023
Strategic Wealth Partners Group LLC79,653$8,321 12/31/2023
     IWP79,653$8,321 12/31/2023
Simplicity Wealth LLC71,617$8,174 03/31/2024
     IWP71,617$8,174 03/31/2024
Whitaker Myers Wealth Managers LTD.71,414$8,151 03/31/2024
     IWP71,414$8,151 03/31/2024
Pegasus Partners Ltd.70,307$8,025 03/31/2024
     IWP70,307$8,025 03/31/2024
Taddei Ludwig & Associates Inc.76,399$7,981 12/31/2023
     IWP76,399$7,981 12/31/2023
Assetmark Inc.73,775$7,707 12/31/2023
     IWP73,775$7,707 12/31/2023
Sequent Asset Management LLC67,320$7,684 03/31/2024
     IWP67,320$7,684 03/31/2024
Mercer Global Advisors Inc. ADV72,221$7,544 12/31/2023
     IWP72,221$7,544 12/31/2023
Cetera Investment Advisers72,109$7,533 12/31/2023
     IWP72,109$7,533 12/31/2023
Boston Private Wealth LLC70,365$7,350 12/31/2023
     IWP70,365$7,350 12/31/2023
Argent Trust Co69,525$7,263 12/31/2023
     IWP69,525$7,263 12/31/2023
XML Financial LLC68,540$7,160 12/31/2023
     IWP68,540$7,160 12/31/2023
GHP Investment Advisors Inc.66,263$6,922 12/31/2023
     IWP66,263$6,922 12/31/2023
J.W. Cole Advisors Inc.65,993$6,894 12/31/2023
     IWP65,993$6,894 12/31/2023
Oppenheimer & Co. Inc.64,858$6,775 12/31/2023
     IWP64,858$6,775 12/31/2023
Mill Creek Capital Advisors LLC64,365$6,724 12/31/2023
     IWP64,365$6,724 12/31/2023
Freestone Capital Holdings LLC64,271$6,714 12/31/2023
     IWP64,271$6,714 12/31/2023
Coco Enterprises LLC63,713$6,655 12/31/2023
     IWP63,713$6,655 12/31/2023
Corundum Group Inc.58,144$6,637 03/31/2024
     IWP58,144$6,637 03/31/2024
Tocqueville Asset Management L.P.63,299$6,612 12/31/2023
     IWP63,299$6,612 12/31/2023
Crescent Grove Advisors LLC63,046$6,586 12/31/2023
     IWP63,046$6,586 12/31/2023
First Merchants Corp61,595$6,434 12/31/2023
     IWP61,595$6,434 12/31/2023
NorthRock Partners LLC60,127$6,281 12/31/2023
     IWP60,127$6,281 12/31/2023
Conning Inc.59,830$6,250 12/31/2023
     IWP59,830$6,250 12/31/2023
Oppenheimer Asset Management Inc.59,549$6,220 12/31/2023
     IWP59,549$6,220 12/31/2023
Wescott Financial Advisory Group LLC59,026$6,166 12/31/2023
     IWP59,026$6,166 12/31/2023
First Horizon Advisors Inc.58,377$6,098 12/31/2023
     IWP58,377$6,098 12/31/2023
Petra Financial Advisors Inc.52,931$6,042 03/31/2024
     IWP52,931$6,042 03/31/2024
GWM Advisors LLC57,037$5,978 12/31/2023
     IWP57,037$5,978 12/31/2023
Granite Bay Wealth Management LLC56,700$5,923 12/31/2023
     IWP56,700$5,923 12/31/2023
McAdam LLC50,827$5,801 03/31/2024
     IWP50,827$5,801 03/31/2024
Citadel Advisors LLC $5,788 12/31/2023
     Call33,800$3,531 12/31/2023
     IWP23,498$2,455 12/31/2023
     Put1,900$198 12/31/2023
Estate Counselors LLC55,140$5,760 12/31/2023
     IWP55,140$5,760 12/31/2023
Modera Wealth Management LLC54,907$5,736 12/31/2023
     IWP54,907$5,736 12/31/2023
Forte Capital LLC ADV54,118$5,653 12/31/2023
     IWP54,118$5,653 12/31/2023
Avantax Advisory Services Inc.53,121$5,549 12/31/2023
     IWP53,121$5,549 12/31/2023
Stonebridge Capital Advisors LLC52,558$5,490 12/31/2023
     IWP52,558$5,490 12/31/2023
CWM LLC47,491$5,421 03/31/2024
     IWP47,491$5,421 03/31/2024
Powell Investment Advisors LLC47,002$5,365 03/31/2024
     IWP47,002$5,365 03/31/2024
Fifth Third Securities Inc.46,824$5,344 03/31/2024
     IWP46,824$5,344 03/31/2024
Condor Capital Management51,000$5,327 12/31/2023
     IWP51,000$5,327 12/31/2023
Blair William & Co. IL50,126$5,236 12/31/2023
     IWP50,126$5,236 12/31/2023
Peapack Gladstone Financial Corp50,127$5,236 12/31/2023
     IWP50,127$5,236 12/31/2023
Vance Wealth Inc.49,120$5,131 12/31/2023
     IWP49,120$5,131 12/31/2023
Mainsail Financial Group LLC44,514$5,081 03/31/2024
     IWP44,514$5,081 03/31/2024
Lee Financial Co48,534$5,070 12/31/2023
     IWP48,534$5,070 12/31/2023
9258 Wealth Management LLC47,897$5,003 12/31/2023
     IWP47,897$5,003 12/31/2023
OLD National Bancorp IN43,551$4,971 03/31/2024
     IWP43,551$4,971 03/31/2024
Sowell Financial Services LLC47,521$4,964 12/31/2023
     IWP47,521$4,964 12/31/2023
Cresset Asset Management LLC45,633$4,767 12/31/2023
     IWP45,633$4,767 12/31/2023
Investment Partners LTD.41,721$4,762 03/31/2024
     IWP41,721$4,762 03/31/2024
Great Valley Advisor Group Inc.45,431$4,746 12/31/2023
     IWP45,431$4,746 12/31/2023
Berkshire Bank41,456$4,732 03/31/2024
     IWP41,456$4,732 03/31/2024
Kayne Anderson Rudnick Investment Management LLC44,915$4,690 12/31/2023
     IWP44,915$4,690 12/31/2023
Platte River Wealth Advisors LLC40,910$4,669 03/31/2024
     IWP40,910$4,669 03/31/2024
Lido Advisors LLC44,469$4,645 12/31/2023
     IWP44,469$4,645 12/31/2023
CENTRAL TRUST Co40,328$4,603 03/31/2024
     IWP40,328$4,603 03/31/2024
Tolleson Wealth Management Inc.43,850$4,581 12/31/2023
     IWP43,850$4,581 12/31/2023
Transamerica Financial Advisors Inc.43,345$4,528 12/31/2023
     IWP43,345$4,528 12/31/2023
Bellwether Advisors LLC42,914$4,483 12/31/2023
     IWP42,914$4,483 12/31/2023
Clear Harbor Asset Management LLC41,705$4,357 12/31/2023
     IWP41,705$4,357 12/31/2023
Jefferies Financial Group Inc.41,497$4,335 12/31/2023
     IWP41,497$4,335 12/31/2023
Global Assets Advisory LLC37,545$4,285 03/31/2024
     IWP37,545$4,285 03/31/2024
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.40,830$4,265 12/31/2023
     IWP40,830$4,265 12/31/2023
Cerity Partners LLC40,284$4,208 12/31/2023
     IWP40,284$4,208 12/31/2023
Stratos Wealth Partners LTD.36,727$4,192 03/31/2024
     IWP36,727$4,192 03/31/2024
Citigroup Inc.39,949$4,173 12/31/2023
     IWP39,949$4,173 12/31/2023
Amarillo National Bank36,481$4,164 03/31/2024
     IWP36,481$4,164 03/31/2024
HM Payson & Co.39,568$4,133 12/31/2023
     IWP39,568$4,133 12/31/2023
Total Clarity Wealth Management Inc.36,150$4,126 03/31/2024
     IWP36,150$4,126 03/31/2024
Millennium Management LLC38,785$4,051 12/31/2023
     IWP38,785$4,051 12/31/2023
McKinley Carter Wealth Services Inc.38,664$4,039 12/31/2023
     IWP38,664$4,039 12/31/2023
Dentgroup LLC35,287$4,028 03/31/2024
     IWP35,287$4,028 03/31/2024
Vanguard Group Inc.37,964$3,966 12/31/2023
     IWP37,964$3,966 12/31/2023
Courier Capital LLC34,604$3,950 03/31/2024
     IWP34,604$3,950 03/31/2024
Burns Matteson Capital Management LLC37,299$3,896 12/31/2023
     IWP37,299$3,896 12/31/2023
Acima Private Wealth LLC37,139$3,880 12/31/2023
     IWP37,139$3,880 12/31/2023
TAGStone Capital Inc.36,258$3,788 12/31/2023
     IWP36,258$3,788 12/31/2023
Atlas Brown Inc.33,131$3,782 03/31/2024
     IWP33,131$3,782 03/31/2024
Coldstream Capital Management Inc.36,148$3,776 12/31/2023
     IWP36,148$3,776 12/31/2023
Strategic Equity Management32,974$3,764 03/31/2024
     IWP32,974$3,764 03/31/2024
Huntington National Bank34,889$3,645 12/31/2023
     IWP34,889$3,645 12/31/2023
Eukles Asset Management34,522$3,606 12/31/2023
     IWP34,522$3,606 12/31/2023
Auour Investments LLC34,008$3,570 12/31/2023
     IWP34,008$3,570 12/31/2023
Widmann Financial Services Inc.33,742$3,525 12/31/2023
     IWP33,742$3,525 12/31/2023
Financial Engines Advisors L.L.C.33,717$3,522 12/31/2023
     IWP33,717$3,522 12/31/2023
KMG Fiduciary Partners LLC30,492$3,480 03/31/2024
     IWP30,492$3,480 03/31/2024
Virtue Capital Management LLC34,314$3,461 12/31/2023
     IWP34,314$3,461 12/31/2023
MV Capital Management Inc.30,243$3,452 03/31/2024
     IWP30,243$3,452 03/31/2024
All Season Financial Advisors Inc.29,991$3,423 03/31/2024
     IWP29,991$3,423 03/31/2024
Arcadia Wealth Management LLC32,770$3,423 12/31/2023
     IWP32,770$3,423 12/31/2023
EisnerAmper Wealth Management Corporate Benefits LLC32,541$3,399 12/31/2023
     IWP32,541$3,399 12/31/2023
Price T Rowe Associates Inc. MD32,352$3,380 12/31/2023
     IWP32,352$3,380 12/31/2023
Hofer & Associates. Inc29,425$3,359 03/31/2024
     IWP29,425$3,359 03/31/2024
Glenview Trust Co31,975$3,340 12/31/2023
     IWP31,975$3,340 12/31/2023
MY Purposeful Wealth CORP.31,842$3,326 12/31/2023
     IWP31,842$3,326 12/31/2023
Country Club Bank GFN29,093$3,321 03/31/2024
     IWP29,093$3,321 03/31/2024
IMS Capital Management31,736$3,315 12/31/2023
     IWP31,736$3,315 12/31/2023
United Capital Financial Advisers LLC31,656$3,307 12/31/2023
     IWP31,656$3,307 12/31/2023
RSM US Wealth Management LLC31,478$3,288 12/31/2023
     IWP31,478$3,288 12/31/2023
Dougherty Wealth Advisers LLC31,310$3,271 12/31/2023
     IWP31,310$3,271 12/31/2023
Fred Alger Management LLC30,969$3,235 12/31/2023
     IWP30,969$3,235 12/31/2023
AdvisorNet Financial Inc28,320$3,232 03/31/2024
     IWP28,320$3,232 03/31/2024
Vision Capital Management Inc.30,883$3,226 12/31/2023
     IWP30,883$3,226 12/31/2023
Regions Financial Corp28,086$3,206 03/31/2024
     IWP28,086$3,206 03/31/2024
FMA Wealth Management LLC30,634$3,200 12/31/2023
     IWP30,634$3,200 12/31/2023
Two Sigma Advisers LP30,400$3,176 12/31/2023
     IWP30,400$3,176 12/31/2023
Mathes Company Inc.30,180$3,152 12/31/2023
     IWP30,180$3,152 12/31/2023
Noked Israel Ltd30,000$3,134 12/31/2023
     IWP30,000$3,134 12/31/2023
Atria Wealth Solutions Inc.29,756$3,108 12/31/2023
     IWP29,756$3,108 12/31/2023
Wesbanco Bank Inc.27,194$3,104 03/31/2024
     IWP27,194$3,104 03/31/2024
Stock Yards Bank & Trust Co.29,415$3,073 12/31/2023
     IWP29,415$3,073 12/31/2023
Sawtooth Solutions LLC29,341$3,065 12/31/2023
     IWP29,341$3,065 12/31/2023
Claro Advisors LLC26,332$3,005 03/31/2024
     IWP26,332$3,005 03/31/2024
Bessemer Group Inc.28,602$2,988 12/31/2023
     IWP28,602$2,988 12/31/2023
Processus Wealth & Capital Management LLC26,095$2,979 03/31/2024
     IWP26,095$2,979 03/31/2024
ARK & TLK Investments LLC28,187$2,944 12/31/2023
     IWP28,187$2,944 12/31/2023
HWG Holdings LP27,890$2,913 12/31/2023
     IWP27,890$2,913 12/31/2023
Prospera Financial Services Inc27,747$2,898 12/31/2023
     IWP27,747$2,898 12/31/2023
Bank of Hawaii27,508$2,873 12/31/2023
     IWP27,508$2,873 12/31/2023
Alpine Global Management LLC27,498$2,872 12/31/2023
     IWP27,498$2,872 12/31/2023
Sequoia Financial Advisors LLC27,141$2,835 12/31/2023
     IWP27,141$2,835 12/31/2023
Thrivent Financial for Lutherans26,877$2,808 12/31/2023
     IWP26,877$2,808 12/31/2023
Bleakley Financial Group LLC26,763$2,796 12/31/2023
     IWP26,763$2,796 12/31/2023
Park Avenue Securities LLC24,486$2,795 03/31/2024
     IWP24,486$2,795 03/31/2024
Savant Capital LLC26,664$2,785 12/31/2023
     IWP26,664$2,785 12/31/2023
Hilltop Holdings Inc.26,387$2,756 12/31/2023
     IWP26,387$2,756 12/31/2023
Lowery Thomas LLC26,280$2,745 12/31/2023
     IWP26,280$2,745 12/31/2023
Midwest Professional Planners LTD.26,234$2,740 12/31/2023
     IWP26,234$2,740 12/31/2023
Principal Financial Group Inc.26,200$2,737 12/31/2023
     IWP26,200$2,737 12/31/2023
Strategic Advocates LLC23,638$2,698 03/31/2024
     IWP23,638$2,698 03/31/2024
Glenmede Trust Co. NA25,806$2,696 12/31/2023
     IWP25,806$2,696 12/31/2023
Intrepid Financial Planning Group LLC25,583$2,672 12/31/2023
     IWP25,583$2,672 12/31/2023
Becker Capital Management Inc.25,197$2,632 12/31/2023
     IWP25,197$2,632 12/31/2023
USAdvisors Wealth Management LLC24,868$2,597 12/31/2023
     IWP24,868$2,597 12/31/2023
FineMark National Bank & Trust24,680$2,578 12/31/2023
     IWP24,680$2,578 12/31/2023
Darwin Advisors LLC24,242$2,532 12/31/2023
     IWP24,242$2,532 12/31/2023
Brighton Jones LLC24,116$2,519 12/31/2023
     IWP24,116$2,519 12/31/2023
Pinnacle Associates Ltd.24,047$2,512 12/31/2023
     IWP24,047$2,512 12/31/2023
Beacon Pointe Advisors LLC24,005$2,507 12/31/2023
     IWP24,005$2,507 12/31/2023
Stillwater Capital Advisors LLC21,864$2,496 03/31/2024
     IWP21,864$2,496 03/31/2024
First National Trust Co23,729$2,479 12/31/2023
     IWP23,729$2,479 12/31/2023
Brown Advisory Inc.21,083$2,406 03/31/2024
     IWP21,083$2,406 03/31/2024
Canada Pension Plan Investment Board23,000$2,403 12/31/2023
     IWP23,000$2,403 12/31/2023
BEAM Asset Management LLC22,766$2,378 12/31/2023
     IWP22,766$2,378 12/31/2023
MCF Advisors LLC20,791$2,373 03/31/2024
     IWP20,791$2,373 03/31/2024
Intergy Private Wealth LLC20,579$2,349 03/31/2024
     IWP20,579$2,349 03/31/2024
Insight 2811 Inc.22,387$2,339 12/31/2023
     IWP22,387$2,339 12/31/2023
Buckingham Strategic Wealth LLC22,097$2,308 12/31/2023
     IWP22,097$2,308 12/31/2023
Saxon Interests Inc.20,077$2,292 03/31/2024
     IWP20,077$2,292 03/31/2024
Colony Group LLC21,816$2,279 12/31/2023
     IWP21,816$2,279 12/31/2023
Nwam LLC21,603$2,257 12/31/2023
     IWP21,603$2,257 12/31/2023
Lincoln National Corp21,601$2,256 12/31/2023
     IWP21,601$2,256 12/31/2023
IFP Advisors Inc21,446$2,240 12/31/2023
     IWP21,446$2,240 12/31/2023
Financial Partners Group Inc21,295$2,224 12/31/2023
     IWP21,295$2,224 12/31/2023
Ratio Wealth Group21,273$2,222 12/31/2023
     IWP21,273$2,222 12/31/2023
Change Path LLC21,198$2,215 12/31/2023
     IWP21,198$2,215 12/31/2023
Global Trust Asset Management LLC19,172$2,188 03/31/2024
     IWP19,172$2,188 03/31/2024
Kingdom Financial Group LLC.20,948$2,188 12/31/2023
     IWP20,948$2,188 12/31/2023
Horst & Graben Wealth Management LLC19,092$2,179 03/31/2024
     IWP19,092$2,179 03/31/2024
Adviser Investments LLC20,783$2,171 12/31/2023
     IWP20,783$2,171 12/31/2023
Financial Counselors Inc.20,700$2,162 12/31/2023
     IWP20,700$2,162 12/31/2023
Disciplined Growth Investors Inc. MN20,563$2,148 12/31/2023
     IWP20,563$2,148 12/31/2023
Harbor Investment Advisory LLC18,669$2,131 03/31/2024
     IWP18,669$2,131 03/31/2024
Harbour Investments Inc.20,327$2,123 12/31/2023
     IWP20,327$2,123 12/31/2023
Tennessee Valley Asset Management Partners18,340$2,093 03/31/2024
     IWP18,340$2,093 03/31/2024
Flow Traders U.S. LLC20,012$2,090 12/31/2023
     IWP20,012$2,090 12/31/2023
Biondo Investment Advisors LLC19,815$2,070 12/31/2023
     IWP19,815$2,070 12/31/2023
Sierra Capital LLC19,777$2,066 12/31/2023
     IWP19,777$2,066 12/31/2023
HMS Capital Management LLC18,056$2,061 03/31/2024
     IWP18,056$2,061 03/31/2024
Broadleaf Partners LLC19,663$2,054 12/31/2023
     IWP19,663$2,054 12/31/2023
Geneva Capital Management LLC19,150$2,000 12/31/2023
     IWP19,150$2,000 12/31/2023
Geneos Wealth Management Inc.18,914$1,976 12/31/2023
     IWP18,914$1,976 12/31/2023
Atlantic Union Bankshares Corp16,964$1,936 03/31/2024
     IWP16,964$1,936 03/31/2024
Nvest Financial LLC16,855$1,924 03/31/2024
     IWP16,855$1,924 03/31/2024
Natixis Advisors L.P.18,063$1,886 12/31/2023
     IWP18,063$1,886 12/31/2023
Sage Financial Group Inc.17,544$1,833 12/31/2023
     IWP17,544$1,833 12/31/2023
Shakespeare Wealth Management Inc.17,516$1,830 12/31/2023
     IWP17,516$1,830 12/31/2023
Global Retirement Partners LLC15,981$1,824 03/31/2024
     IWP15,981$1,824 03/31/2024
Keel Point LLC15,730$1,795 03/31/2024
     IWP15,730$1,795 03/31/2024
Sandy Spring Bank17,010$1,777 12/31/2023
     IWP17,010$1,777 12/31/2023
Olistico Wealth LLC17,004$1,776 12/31/2023
     IWP17,004$1,776 12/31/2023
Franklin Resources Inc.16,940$1,770 12/31/2023
     IWP16,940$1,770 12/31/2023
American International Group Inc.16,900$1,765 12/31/2023
     IWP16,900$1,765 12/31/2023
Brookstone Capital Management15,332$1,750 03/31/2024
     IWP15,332$1,750 03/31/2024
Wilbanks Smith & Thomas Asset Management LLC16,737$1,748 12/31/2023
     IWP16,737$1,748 12/31/2023
Sigma Planning Corp16,716$1,746 12/31/2023
     IWP16,716$1,746 12/31/2023
First National Bank Sioux Falls15,290$1,745 03/31/2024
     IWP15,290$1,745 03/31/2024
Nadler Financial Group Inc.16,625$1,737 12/31/2023
     IWP16,625$1,737 12/31/2023
Thomasville National Bank15,153$1,730 03/31/2024
     IWP15,153$1,730 03/31/2024
Baystate Wealth Management LLC16,545$1,728 12/31/2023
     IWP16,545$1,728 12/31/2023
Foundations Investment Advisors LLC16,310$1,718 12/31/2023
     IWP16,310$1,718 12/31/2023
Etfidea LLC16,325$1,705 12/31/2023
     IWP16,325$1,705 12/31/2023
Golden State Equity Partners16,245$1,697 12/31/2023
     IWP16,245$1,697 12/31/2023
Fidelis Capital Partners LLC16,188$1,691 12/31/2023
     IWP16,188$1,691 12/31/2023
Castleark Management LLC16,000$1,671 12/31/2023
     IWP16,000$1,671 12/31/2023
Kanawha Capital Management LLC15,974$1,669 12/31/2023
     IWP15,974$1,669 12/31/2023
Essex Financial Services Inc.14,257$1,627 03/31/2024
     IWP14,257$1,627 03/31/2024
Tsfg LLC14,249$1,626 03/31/2024
     IWP14,249$1,626 03/31/2024
Dominguez Wealth Management Solutions Inc.14,173$1,618 03/31/2024
     IWP14,173$1,618 03/31/2024
Global Strategic Investment Solutions LLC15,447$1,614 12/31/2023
     IWP15,447$1,614 12/31/2023
Western Wealth Management LLC15,336$1,602 12/31/2023
     IWP15,336$1,602 12/31/2023
Rathbone Brothers plc15,245$1,592 12/31/2023
     IWP15,245$1,592 12/31/2023
Trust Point Inc.13,939$1,591 03/31/2024
     IWP13,939$1,591 03/31/2024
Kingsview Wealth Management LLC15,231$1,591 12/31/2023
     IWP15,231$1,591 12/31/2023
RPg Family Wealth Advisory LLC15,199$1,588 12/31/2023
     IWP15,199$1,588 12/31/2023
MWA Asset Management14,873$1,554 12/31/2023
     IWP14,873$1,554 12/31/2023
JNB Advisors LLC14,806$1,547 12/31/2023
     IWP14,806$1,547 12/31/2023
Valeo Financial Advisors LLC13,450$1,535 03/31/2024
     IWP13,450$1,535 03/31/2024
Park Place Capital Corp13,394$1,529 03/31/2024
     IWP13,394$1,529 03/31/2024
Oak Harbor Wealth Partners LLC13,310$1,519 03/31/2024
     IWP13,310$1,519 03/31/2024
Rehmann Capital Advisory Group14,488$1,513 12/31/2023
     IWP14,488$1,513 12/31/2023
Alesco Advisors LLC14,300$1,494 12/31/2023
     IWP14,300$1,494 12/31/2023
BTC Capital Management Inc.12,946$1,478 03/31/2024
     IWP12,946$1,478 03/31/2024
TBH Global Asset Management LLC14,152$1,478 12/31/2023
     IWP14,152$1,478 12/31/2023
Silvercrest Asset Management Group LLC14,093$1,472 12/31/2023
     IWP14,093$1,472 12/31/2023
Summit Financial Group Inc.12,882$1,470 03/31/2024
     IWP12,882$1,470 03/31/2024
B.O.S.S. Retirement Advisors LLC14,051$1,468 12/31/2023
     IWP14,051$1,468 12/31/2023
Meridian Wealth Management LLC13,966$1,459 12/31/2023
     IWP13,966$1,459 12/31/2023
Advisors Capital Management LLC13,925$1,455 12/31/2023
     IWP13,925$1,455 12/31/2023
Financial Freedom LLC12,657$1,445 03/31/2024
     IWP12,657$1,445 03/31/2024
First National Bank of Omaha13,783$1,440 12/31/2023
     IWP13,783$1,440 12/31/2023
Prosperity Consulting Group LLC13,752$1,436 12/31/2023
     IWP13,752$1,436 12/31/2023
Ritter Daniher Financial Advisory LLC DE13,610$1,422 12/31/2023
     IWP13,610$1,422 12/31/2023
Atlantic Trust LLC13,563$1,417 12/31/2023
     IWP13,563$1,417 12/31/2023
D.A. Davidson & CO.13,506$1,411 12/31/2023
     IWP13,506$1,411 12/31/2023
Ballew Advisors Inc12,622$1,406 03/31/2024
     IWP12,622$1,406 03/31/2024
Aspiriant LLC12,313$1,405 03/31/2024
     IWP12,313$1,405 03/31/2024
IHT Wealth Management LLC13,331$1,393 12/31/2023
     IWP13,331$1,393 12/31/2023
Highland Capital Management LLC13,225$1,381 12/31/2023
     IWP13,225$1,381 12/31/2023
Perennial Investment Advisors LLC13,173$1,376 12/31/2023
     IWP13,173$1,376 12/31/2023
Allspring Global Investments Holdings LLC11,990$1,369 03/31/2024
     IWP11,990$1,369 03/31/2024
Ancora Advisors LLC13,038$1,362 12/31/2023
     IWP13,038$1,362 12/31/2023
StoneX Group Inc.13,061$1,358 12/31/2023
     IWP13,061$1,358 12/31/2023
Lion Street Advisors LLC12,941$1,352 03/31/2024
     IWP12,941$1,352 03/31/2024
Regal Investment Advisors LLC12,890$1,347 12/31/2023
     IWP12,890$1,347 12/31/2023
Proequities Inc.12,832$1,340 12/31/2023
     IWP12,832$1,340 12/31/2023
Taylor & Morgan Wealth Management LLC11,622$1,327 03/31/2024
     IWP11,622$1,327 03/31/2024
First Foundation Advisors12,620$1,318 12/31/2023
     IWP12,620$1,318 12/31/2023
Napatree Capital LLC12,516$1,307 12/31/2023
     IWP12,516$1,307 12/31/2023
Renasant Bank12,488$1,304 12/31/2023
     IWP12,488$1,304 12/31/2023
Venture Visionary Partners LLC12,353$1,290 12/31/2023
     IWP12,353$1,290 12/31/2023
One Day In July LLC12,183$1,273 12/31/2023
     IWP12,183$1,273 12/31/2023
Prime Capital Investment Advisors LLC12,099$1,264 12/31/2023
     IWP12,099$1,264 12/31/2023
ERTS Wealth Advisors LLC11,053$1,262 03/31/2024
     IWP11,053$1,262 03/31/2024
Qube Research & Technologies Ltd12,078$1,262 12/31/2023
     IWP12,078$1,262 12/31/2023
Luts & Greenleigh Group Inc.12,059$1,260 12/31/2023
     IWP12,059$1,260 12/31/2023
Private Trust Co. NA11,034$1,259 03/31/2024
     IWP11,034$1,259 03/31/2024
Washington Trust Bank11,980$1,251 12/31/2023
     IWP11,980$1,251 12/31/2023
Cranbrook Wealth Management LLC10,946$1,249 03/31/2024
     IWP10,946$1,249 03/31/2024
Glass Jacobson Investment Advisors llc11,917$1,245 12/31/2023
     IWP11,917$1,245 12/31/2023
Atticus Wealth Management LLC10,770$1,229 03/31/2024
     IWP10,770$1,229 03/31/2024
Reynders McVeigh Capital Management LLC11,738$1,226 12/31/2023
     IWP11,738$1,226 12/31/2023
Jane Street Group LLC11,731$1,225 12/31/2023
     IWP11,731$1,225 12/31/2023
Octavia Wealth Advisors LLC10,643$1,215 03/31/2024
     IWP10,643$1,215 03/31/2024
Gladstone Institutional Advisory LLC11,564$1,208 12/31/2023
     IWP11,564$1,208 12/31/2023
Alliancebernstein L.P.11,549$1,206 12/31/2023
     IWP11,549$1,206 12/31/2023
Sax Wealth Advisors LLC11,463$1,197 12/31/2023
     IWP11,463$1,197 12/31/2023
AlTi Global Inc.11,425$1,193 12/31/2023
     IWP11,425$1,193 12/31/2023
Q3 Asset Management11,360$1,186 12/31/2023
     IWP11,360$1,186 12/31/2023
Chicago Partners Investment Group LLC11,333$1,182 12/31/2023
     IWP11,333$1,182 12/31/2023
Atria Investments LLC11,035$1,153 12/31/2023
     IWP11,035$1,153 12/31/2023
Financial Advisory Service Inc.10,798$1,128 12/31/2023
     IWP10,798$1,128 12/31/2023
BancorpSouth Bank10,781$1,126 12/31/2023
     IWP10,781$1,126 12/31/2023
Eudaimonia Partners LLC10,778$1,126 12/31/2023
     IWP10,778$1,126 12/31/2023
Green Harvest Asset Management LLC10,782$1,126 12/31/2023
     IWP10,782$1,126 12/31/2023
EPG Wealth Management LLC10,413$1,118 12/31/2023
     IWP10,413$1,118 12/31/2023
Whittier Trust Co.10,601$1,107 12/31/2023
     IWP10,601$1,107 12/31/2023
Wedgewood Investors Inc. PA10,575$1,105 12/31/2023
     IWP10,575$1,105 12/31/2023
Wealthfront Advisers LLC9,625$1,099 03/31/2024
     IWP9,625$1,099 03/31/2024
Willner & Heller LLC10,498$1,097 12/31/2023
     IWP10,498$1,097 12/31/2023
Wealth Management Partners LLC9,579$1,093 03/31/2024
     IWP9,579$1,093 03/31/2024
Orin Green Financial LLC10,452$1,092 12/31/2023
     IWP10,452$1,092 12/31/2023
Kovitz Investment Group Partners LLC10,435$1,090 12/31/2023
     IWP10,435$1,090 12/31/2023
Allegheny Financial Group LTD10,418$1,088 12/31/2023
     IWP10,418$1,088 12/31/2023
Arkadios Wealth Advisors10,337$1,080 12/31/2023
     IWP10,337$1,080 12/31/2023
Miracle Mile Advisors LLC9,449$1,079 03/31/2024
     IWP9,449$1,079 03/31/2024
MidWestOne Financial Group Inc.10,317$1,078 12/31/2023
     IWP10,317$1,078 12/31/2023
Brickley Wealth Management9,396$1,072 03/31/2024
     IWP9,396$1,072 03/31/2024
Smith Salley & Associates10,209$1,066 12/31/2023
     IWP10,209$1,066 12/31/2023
GTS Securities LLC $1,065 12/31/2023
     Call10,200$1,065 12/31/2023
Bradley Foster & Sargent Inc. CT10,042$1,049 12/31/2023
     IWP10,042$1,049 12/31/2023
Integrated Wealth Concepts LLC10,041$1,049 12/31/2023
     IWP10,041$1,049 12/31/2023
Key Financial Inc9,985$1,043 12/31/2023
     IWP9,985$1,043 12/31/2023
Cypress Capital Group9,961$1,041 12/31/2023
     IWP9,961$1,041 12/31/2023
Eldridge Investment Advisors Inc.9,953$1,040 12/31/2023
     IWP9,953$1,040 12/31/2023
Advisory Services Network LLC9,887$1,033 12/31/2023
     IWP9,887$1,033 12/31/2023
Strata Wealth Advisors LLC9,033$1,031 03/31/2024
     IWP9,033$1,031 03/31/2024
Mutual Advisors LLC9,854$1,029 12/31/2023
     IWP9,854$1,029 12/31/2023
Fiduciary Trust Co.9,810$1,025 12/31/2023
     IWP9,810$1,025 12/31/2023
Holland Advisory Services Inc.8,964$1,023 03/31/2024
     IWP8,964$1,023 03/31/2024
Ellerson Group Inc. ADV9,770$1,021 12/31/2023
     IWP9,770$1,021 12/31/2023
Raymond James Trust N.A.8,888$1,014 03/31/2024
     IWP8,888$1,014 03/31/2024
Mission Wealth Management LP9,669$1,010 12/31/2023
     IWP9,669$1,010 12/31/2023
Cary Street Partners Asset Management LLC9,475$990 12/31/2023
     IWP9,475$990 12/31/2023
NBC Securities Inc.8,538$974 03/31/2024
     IWP8,538$974 03/31/2024
Dynamic Advisor Solutions LLC8,526$973 03/31/2024
     IWP8,526$973 03/31/2024
MONECO Advisors LLC9,184$959 12/31/2023
     IWP9,184$959 12/31/2023
Lmcg Investments LLC9,094$950 12/31/2023
     IWP9,094$950 12/31/2023
Pointe Capital Management LLC9,075$948 12/31/2023
     IWP9,075$948 12/31/2023
PACK Private Wealth LLC9,031$943 12/31/2023
     IWP9,031$943 12/31/2023
Etesian Wealth Advisors Inc.8,200$936 03/31/2024
     IWP8,200$936 03/31/2024
Capital Analysts LLC8,965$936 12/31/2023
     IWP8,965$936 12/31/2023
BLB&B Advisors LLC8,877$927 12/31/2023
     IWP8,877$927 12/31/2023
James J. Burns & Company LLC8,169$915 03/31/2024
     IWP8,169$915 03/31/2024
Iams Wealth Management LLC8,194$909 03/31/2024
     IWP8,194$909 03/31/2024
Summit Financial LLC7,942$906 03/31/2024
     IWP7,942$906 03/31/2024
Spire Wealth Management7,921$904 03/31/2024
     IWP7,921$904 03/31/2024
1ST Source Bank8,575$896 12/31/2023
     IWP8,575$896 12/31/2023
Rockwood Wealth Management LLC7,835$894 03/31/2024
     IWP7,835$894 03/31/2024
Rebalance LLC7,813$892 03/31/2024
     IWP7,813$892 03/31/2024
Builder Investment Group Inc. ADV8,510$889 12/31/2023
     IWP8,510$889 12/31/2023
Waypoint Capital Advisors LLC8,466$884 12/31/2023
     IWP8,466$884 12/31/2023
Signaturefd LLC8,439$882 12/31/2023
     IWP8,439$882 12/31/2023
Moneywise Inc.7,627$871 03/31/2024
     IWP7,627$871 03/31/2024
Signal Advisors Wealth LLC7,624$870 03/31/2024
     IWP7,624$870 03/31/2024
Paragon Financial Partners Inc.7,593$867 03/31/2024
     IWP7,593$867 03/31/2024
Parallel Advisors LLC8,297$867 12/31/2023
     IWP8,297$867 12/31/2023
Cassady Schiller Wealth Management LLC8,272$864 12/31/2023
     IWP8,272$864 12/31/2023
Ameritas Advisory Services LLC7,971$856 12/31/2023
     IWP7,971$856 12/31/2023
Revolve Wealth Partners LLC7,375$842 03/31/2024
     IWP7,375$842 03/31/2024
Sound View Wealth Advisors Group LLC8,018$838 12/31/2023
     IWP8,018$838 12/31/2023
Patten Group Inc.7,330$837 03/31/2024
     IWP7,330$837 03/31/2024
GFS Advisors LLC8,000$836 12/31/2023
     IWP8,000$836 12/31/2023
AFT Forsyth & Company Inc.7,968$832 12/31/2023
     IWP7,968$832 12/31/2023
Calamos Wealth Management LLC7,947$830 12/31/2023
     IWP7,947$830 12/31/2023
BHK Investment Advisors LLC7,936$829 12/31/2023
     IWP7,936$829 12/31/2023
Concurrent Investment Advisors LLC7,922$827 12/31/2023
     IWP7,922$827 12/31/2023
Affiance Financial LLC7,222$824 03/31/2024
     IWP7,222$824 03/31/2024
Wolf Group Capital Advisors8,440$816 12/31/2023
     IWP8,440$816 12/31/2023
Coppell Advisory Solutions LLC7,788$814 12/31/2023
     IWP7,788$814 12/31/2023
Sweet Financial Partners LLC7,077$808 03/31/2024
     IWP7,077$808 03/31/2024
Marshall Financial Group Inc. ADV7,673$802 12/31/2023
     IWP7,673$802 12/31/2023
Haverford Trust Co.7,635$798 12/31/2023
     IWP7,635$798 12/31/2023
Harbour Capital Advisors LLC7,105$796 03/31/2024
     IWP7,105$796 03/31/2024
Bensler LLC7,599$794 12/31/2023
     IWP7,599$794 12/31/2023
Lowe Brockenbrough & Co. Inc.7,576$791 12/31/2023
     IWP7,576$791 12/31/2023
Eudaimonia Advisors LLC7,568$791 12/31/2023
     IWP7,568$791 12/31/2023
Carl P. Sherr & Co. LLC7,560$790 12/31/2023
     IWP7,560$790 12/31/2023
Bedel Financial Consulting Inc.7,540$788 12/31/2023
     IWP7,540$788 12/31/2023
Wealthcare Advisory Partners LLC6,898$787 03/31/2024
     IWP6,898$787 03/31/2024
Round Rock Advisors LLC6,895$787 03/31/2024
     IWP6,895$787 03/31/2024
Capital Group Private Client Services Inc.7,511$785 12/31/2023
     IWP7,511$785 12/31/2023
Garrison Point Advisors LLC7,502$784 12/31/2023
     IWP7,502$784 12/31/2023
Ashton Thomas Private Wealth LLC6,862$783 03/31/2024
     IWP6,862$783 03/31/2024
Wall Capital Group Inc.7,468$780 12/31/2023
     IWP7,468$780 12/31/2023
Greenleaf Trust7,361$769 12/31/2023
     IWP7,361$769 12/31/2023
Argent Advisors Inc.7,360$769 12/31/2023
     IWP7,360$769 12/31/2023
Family Wealth Group LLC7,276$760 12/31/2023
     IWP7,276$760 12/31/2023
Eagle Strategies LLC6,612$755 03/31/2024
     IWP6,612$755 03/31/2024
Valmark Advisers Inc.7,198$752 12/31/2023
     IWP7,198$752 12/31/2023
Linscomb & Williams Inc.7,126$744 12/31/2023
     IWP7,126$744 12/31/2023
Eqis Capital Management Inc.7,097$741 12/31/2023
     IWP7,097$741 12/31/2023
Colonial Trust Co SC7,030$734 12/31/2023
     IWP7,030$734 12/31/2023
Rockland Trust Co.6,382$728 03/31/2024
     IWP6,382$728 03/31/2024
Global Wealth Strategies & Associates6,373$727 03/31/2024
     IWP6,373$727 03/31/2024
Diversified Trust Co6,362$726 03/31/2024
     IWP6,362$726 03/31/2024
Global Wealth Management Investment Advisory Inc.6,937$725 12/31/2023
     IWP6,937$725 12/31/2023
Garden State Investment Advisory Services LLC6,937$725 12/31/2023
     IWP6,937$725 12/31/2023
Levin Easterly Partners LLC6,896$720 12/31/2023
     IWP6,896$720 12/31/2023
Robertson Stephens Wealth Management LLC6,865$717 12/31/2023
     IWP6,865$717 12/31/2023
Legacy Bridge LLC6,809$711 12/31/2023
     IWP6,809$711 12/31/2023
Next Capital Management LLC6,810$711 12/31/2023
     IWP6,810$711 12/31/2023
Cedar Brook Financial Partners LLC6,206$708 03/31/2024
     IWP6,206$708 03/31/2024
NBT Bank N A NY6,147$702 03/31/2024
     IWP6,147$702 03/31/2024
Richardson Capital Management LLC6,119$698 03/31/2024
     IWP6,119$698 03/31/2024
Appleton Partners Inc. MA6,026$688 03/31/2024
     IWP6,026$688 03/31/2024
First United Bank Trust6,580$687 12/31/2023
     IWP6,580$687 12/31/2023
Strategic Financial Concepts LLC6,003$685 03/31/2024
     IWP6,003$685 03/31/2024
Viewpoint Capital Management LLC6,000$685 03/31/2024
     IWP6,000$685 03/31/2024
DF Dent & Co. Inc.6,515$681 12/31/2023
     IWP6,515$681 12/31/2023
Cahaba Wealth Management Inc.5,955$680 03/31/2024
     IWP5,955$680 03/31/2024
Pathway Financial Advisors LLC5,950$679 03/31/2024
     IWP5,950$679 03/31/2024
Townsquare Capital LLC6,497$679 12/31/2023
     IWP6,497$679 12/31/2023
Heritage Wealth Advisors6,434$672 12/31/2023
     IWP6,434$672 12/31/2023
Financial Alternatives Inc6,421$671 12/31/2023
     IWP6,421$671 12/31/2023
Magnus Financial Group LLC6,415$670 12/31/2023
     IWP6,415$670 12/31/2023
BlueSky Wealth Advisors LLC5,850$668 03/31/2024
     IWP5,850$668 03/31/2024
Fayez Sarofim & Co6,108$668 12/31/2023
     IWP6,108$668 12/31/2023
Guidance Capital Inc.6,166$667 03/31/2024
     IWP6,166$667 03/31/2024
Northeast Financial Consultants Inc6,381$667 12/31/2023
     IWP6,381$667 12/31/2023
Leavell Investment Management Inc.5,777$659 03/31/2024
     IWP5,777$659 03/31/2024
Cary Street Partners Investment Advisory LLC6,299$658 12/31/2023
     IWP6,299$658 12/31/2023
Allworth Financial LP6,241$652 12/31/2023
     IWP6,241$652 12/31/2023
Total Wealth Planning LLC5,637$643 03/31/2024
     IWP5,637$643 03/31/2024
South State CORP.6,114$639 12/31/2023
     IWP6,114$639 12/31/2023
L.M. Kohn & Company6,085$636 12/31/2023
     IWP6,085$636 12/31/2023
Nations Financial Group Inc. IA ADV5,502$628 03/31/2024
     IWP5,502$628 03/31/2024
Private Portfolio Partners LLC5,970$624 12/31/2023
     IWP5,970$624 12/31/2023
Owen LaRue LLC5,978$624 12/31/2023
     IWP5,978$624 12/31/2023
Certified Advisory Corp5,968$623 12/31/2023
     IWP5,968$623 12/31/2023
Sharkey Howes & Javer5,442$621 03/31/2024
     IWP5,442$621 03/31/2024
Ballentine Partners LLC5,434$620 03/31/2024
     IWP5,434$620 03/31/2024
Cornerstone Wealth Management LLC5,426$619 03/31/2024
     IWP5,426$619 03/31/2024
Rhumbline Advisers5,929$619 12/31/2023
     IWP5,929$619 12/31/2023
Evergreen Capital Management LLC5,929$619 12/31/2023
     IWP5,929$619 12/31/2023
Retirement Income Solutions Inc5,906$617 12/31/2023
     IWP5,906$617 12/31/2023
Red Tortoise LLC5,314$607 03/31/2024
     IWP5,314$607 03/31/2024
Wintrust Investments LLC5,795$605 12/31/2023
     IWP5,795$605 12/31/2023
Mount Yale Investment Advisors LLC5,730$599 12/31/2023
     IWP5,730$599 12/31/2023
First Western Trust Bank5,679$593 12/31/2023
     IWP5,679$593 12/31/2023
Lazard Asset Management LLC5,661$591 12/31/2023
     IWP5,661$591 12/31/2023
QRG Capital Management Inc.5,662$591 12/31/2023
     IWP5,662$591 12/31/2023
Stonebridge Financial Planning Group LLC5,652$590 12/31/2023
     IWP5,652$590 12/31/2023
Rossmore Private Capital5,634$589 12/31/2023
     IWP5,634$589 12/31/2023
Ruggaard & Associates LLC5,600$585 12/31/2023
     IWP5,600$585 12/31/2023
Crestone Asset Management LLC5,586$584 12/31/2023
     IWP5,586$584 12/31/2023
Trilogy Capital Inc.5,107$583 03/31/2024
     IWP5,107$583 03/31/2024
Halpern Financial Inc.5,196$583 03/31/2024
     IWP5,196$583 03/31/2024
NTV Asset Management LLC5,545$579 12/31/2023
     IWP5,545$579 12/31/2023
HBK Sorce Advisory LLC5,519$577 12/31/2023
     IWP5,519$577 12/31/2023
White Knight Strategic Wealth Advisors LLC5,505$575 12/31/2023
     IWP5,505$575 12/31/2023
Oxford Financial Group Ltd.5,494$574 12/31/2023
     IWP5,494$574 12/31/2023
Meridian Management Co.5,200$569 12/31/2023
     IWP5,200$569 12/31/2023
Allen Investment Management LLC5,439$568 12/31/2023
     IWP5,439$568 12/31/2023
Level Four Advisory Services LLC5,370$561 12/31/2023
     IWP5,370$561 12/31/2023
Private Client Services LLC5,317$555 12/31/2023
     IWP5,317$555 12/31/2023
Associated Banc Corp5,296$553 12/31/2023
     IWP5,296$553 12/31/2023
Essex Investment Management Co. LLC5,296$553 12/31/2023
     IWP5,296$553 12/31/2023
WealthPLAN Partners LLC5,266$550 12/31/2023
     IWP5,266$550 12/31/2023
Bailard Inc.5,198$543 12/31/2023
     IWP5,198$543 12/31/2023
First International Bank & Trust4,745$542 03/31/2024
     IWP4,745$542 03/31/2024
Essex Savings Bank5,163$539 03/31/2024
     IWP5,163$539 03/31/2024
Investmark Advisory Group LLC5,148$538 12/31/2023
     IWP5,148$538 12/31/2023
Cooper Financial Group4,688$535 03/31/2024
     IWP4,688$535 03/31/2024
Principle Wealth Partners LLC4,670$533 03/31/2024
     IWP4,670$533 03/31/2024
First Command Advisory Services Inc.5,099$533 12/31/2023
     IWP5,099$533 12/31/2023
Thoroughbred Financial Services LLC5,100$532 12/31/2023
     IWP5,100$532 12/31/2023
Maryland Capital Advisors Inc.4,656$531 03/31/2024
     IWP4,656$531 03/31/2024
Cohen Capital Management Inc.5,082$531 12/31/2023
     IWP5,082$531 12/31/2023
Viawealth LLC5,086$531 12/31/2023
     IWP5,086$531 12/31/2023
Whittier Trust Co. of Nevada Inc.5,076$530 12/31/2023
     IWP5,076$530 12/31/2023
Chicago Wealth Management Inc.5,040$526 12/31/2023
     IWP5,040$526 12/31/2023
Girard Partners LTD.5,017$524 12/31/2023
     IWP5,017$524 12/31/2023
Manchester Capital Management LLC5,014$524 12/31/2023
     IWP5,014$524 12/31/2023
Pure Financial Advisors Inc.4,573$522 03/31/2024
     IWP4,573$522 03/31/2024
Gilbert & Cook Inc.4,975$520 12/31/2023
     IWP4,975$520 12/31/2023
Focus Financial Network Inc.4,799$511 03/31/2024
     IWP4,799$511 03/31/2024
FDx Advisors Inc.4,894$511 12/31/2023
     IWP4,894$511 12/31/2023
Prestige Wealth Management Group LLC4,891$511 12/31/2023
     IWP4,891$511 12/31/2023
Aire Advisors LLC4,820$504 12/31/2023
     IWP4,820$504 12/31/2023
Stegner Investment Associates Inc.4,405$503 03/31/2024
     IWP4,405$503 03/31/2024
Perigon Wealth Management LLC4,816$503 12/31/2023
     IWP4,816$503 12/31/2023
Providence Capital Advisors LLC4,808$502 12/31/2023
     IWP4,808$502 12/31/2023
Evoke Wealth LLC4,767$498 12/31/2023
     IWP4,767$498 12/31/2023
Linden Thomas Advisory Services LLC4,757$497 12/31/2023
     IWP4,757$497 12/31/2023
Signature Securities Group Corporation4,308$492 03/31/2024
     IWP4,308$492 03/31/2024
Putnam FL Investment Management Co.4,705$492 12/31/2023
     IWP4,705$492 12/31/2023
Liberty Capital Management Inc.4,299$491 03/31/2024
     IWP4,299$491 03/31/2024
Financial Insights Inc.4,704$491 12/31/2023
     IWP4,704$491 12/31/2023
Integrated Advisors Network LLC4,699$491 12/31/2023
     IWP4,699$491 12/31/2023
Flagship Private Wealth LLC4,696$491 12/31/2023
     IWP4,696$491 12/31/2023
Mosaic Family Wealth Partners LLC4,662$487 12/31/2023
     IWP4,662$487 12/31/2023
DAVENPORT & Co LLC4,634$484 12/31/2023
     IWP4,634$484 12/31/2023
Callan Family Office LLC4,633$484 12/31/2023
     IWP4,633$484 12/31/2023
Transcend Wealth Collective LLC4,628$483 12/31/2023
     IWP4,628$483 12/31/2023
American Trust4,610$482 12/31/2023
     IWP4,610$482 12/31/2023
Jackson Hole Capital Partners LLC4,608$481 12/31/2023
     IWP4,608$481 12/31/2023
Values Added Financial LLC4,603$481 12/31/2023
     IWP4,603$481 12/31/2023
Iron Financial LLC4,196$479 03/31/2024
     IWP4,196$479 03/31/2024
Fingerlakes Wealth Management Inc.4,164$475 03/31/2024
     IWP4,164$475 03/31/2024
Gratus Capital LLC4,448$465 12/31/2023
     IWP4,448$465 12/31/2023
Baldwin Brothers Inc. MA4,020$459 03/31/2024
     IWP4,020$459 03/31/2024
Towercrest Capital Management $459 12/31/2023
     RUSSELL 1000 US905$237 12/31/2023
     IWP2,130$222 12/31/2023
Trust Co. of Vermont4,389$458 12/31/2023
     IWP4,389$458 12/31/2023
Wolff Financial Management LLC3,991$456 03/31/2024
     IWP3,991$456 03/31/2024
Skyline Advisors Inc.3,987$455 03/31/2024
     IWP3,987$455 03/31/2024
Papp L Roy & Associates3,975$454 03/31/2024
     IWP3,975$454 03/31/2024
Stephenson National Bank & Trust3,970$453 03/31/2024
     IWP3,970$453 03/31/2024
Vaughan David Investments LLC IL4,307$450 12/31/2023
     IWP4,307$450 12/31/2023
Berkshire Asset Management LLC PA4,296$449 12/31/2023
     IWP4,296$449 12/31/2023
Legal & General Group Plc4,270$446 12/31/2023
     IWP4,270$446 12/31/2023
Trail Ridge Investment Advisors LLC4,264$445 12/31/2023
     IWP4,264$445 12/31/2023
Burt Wealth Advisors3,876$442 03/31/2024
     IWP3,876$442 03/31/2024
Icon Wealth Advisors LLC4,208$440 12/31/2023
     IWP4,208$440 12/31/2023
Bragg Financial Advisors Inc4,200$439 12/31/2023
     IWP4,200$439 12/31/2023
Clearstead Advisors LLC4,153$434 12/31/2023
     IWP4,153$434 12/31/2023
Evergreen Wealth Solutions LLC4,135$432 12/31/2023
     IWP4,135$432 12/31/2023
Sage Capital Advisors llc3,728$426 03/31/2024
     IWP3,728$426 03/31/2024
Householder Group Estate & Retirement Specialist LLC4,079$426 12/31/2023
     IWP4,079$426 12/31/2023
GYL Financial Synergies LLC4,022$420 12/31/2023
     IWP4,022$420 12/31/2023
King Luther Capital Management Corp4,012$419 12/31/2023
     IWP4,012$419 12/31/2023
Davis R M Inc.4,000$418 12/31/2023
     IWP4,000$418 12/31/2023
Vista Wealth Management Group LLC4,000$418 12/31/2023
     IWP4,000$418 12/31/2023
Financial Advisory Corp UT ADV3,633$415 03/31/2024
     IWP3,633$415 03/31/2024
Congress Wealth Management LLC DE 3,625$414 03/31/2024
     IWP3,625$414 03/31/2024
FF Advisors LLC3,620$413 03/31/2024
     IWP3,620$413 03/31/2024
HFG Advisors Inc.3,600$411 03/31/2024
     IWP3,600$411 03/31/2024
Sage Mountain Advisors LLC3,585$409 03/31/2024
     IWP3,585$409 03/31/2024
Private Capital Management LLC3,573$408 03/31/2024
     IWP3,573$408 03/31/2024
Walled Lake Planning & Wealth Management LLC3,895$407 12/31/2023
     IWP3,895$407 12/31/2023
Elevated Capital Advisors LLC3,551$405 03/31/2024
     IWP3,551$405 03/31/2024
Annex Advisory Services LLC3,540$404 03/31/2024
     IWP3,540$404 03/31/2024
Oarsman Capital Inc.3,868$404 12/31/2023
     IWP3,868$404 12/31/2023
Peterson Financial Group Inc.3,850$402 12/31/2023
     IWP3,850$402 12/31/2023
Lodestar Private Asset Management LLC3,853$402 12/31/2023
     IWP3,853$402 12/31/2023
Element Wealth LLC3,805$397 12/31/2023
     IWP3,805$397 12/31/2023
Signet Financial Management LLC3,423$391 03/31/2024
     IWP3,423$391 03/31/2024
Middleton & Co Inc MA3,742$391 12/31/2023
     IWP3,742$391 12/31/2023
David Loasby3,867$390 12/31/2023
     IWP3,867$390 12/31/2023
White Lighthouse Investment Management Inc.3,720$389 12/31/2023
     IWP3,720$389 12/31/2023
Smith Moore & CO.3,698$386 12/31/2023
     IWP3,698$386 12/31/2023
Cynosure Management LLC3,683$385 12/31/2023
     IWP3,683$385 12/31/2023
Texas Capital Bank Wealth Management Services Inc.3,661$382 12/31/2023
     IWP3,661$382 12/31/2023
Founders Financial Securities LLC3,328$380 03/31/2024
     IWP3,328$380 03/31/2024
Moss Adams Wealth Advisors LLC3,637$380 12/31/2023
     IWP3,637$380 12/31/2023
Ullmann Financial Group Inc.3,628$379 12/31/2023
     IWP3,628$379 12/31/2023
Parsons Capital Management Inc. RI3,281$374 03/31/2024
     IWP3,281$374 03/31/2024
Mitchell Mcleod Pugh & Williams Inc.3,561$372 12/31/2023
     IWP3,561$372 12/31/2023
Sanibel Captiva Trust Company Inc.3,560$372 12/31/2023
     IWP3,560$372 12/31/2023
True North Advisors LLC3,240$370 03/31/2024
     IWP3,240$370 03/31/2024
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors3,539$370 12/31/2023
     IWP3,539$370 12/31/2023
BlueChip Wealth Advisors LLC3,544$370 12/31/2023
     IWP3,544$370 12/31/2023
Fiera Capital Corp3,534$369 12/31/2023
     IWP3,534$369 12/31/2023
SkyOak Wealth LLC3,520$368 12/31/2023
     IWP3,520$368 12/31/2023
Cherry Tree Wealth Management LLC3,504$366 12/31/2023
     IWP3,504$366 12/31/2023
Stratos Wealth Advisors LLC3,178$363 03/31/2024
     IWP3,178$363 03/31/2024
Resources Investment Advisors LLC.3,476$363 12/31/2023
     IWP3,476$363 12/31/2023
Wittenberg Investment Management Inc.3,453$361 12/31/2023
     IWP3,453$361 12/31/2023
Bourgeon Capital Management LLC3,151$360 03/31/2024
     IWP3,151$360 03/31/2024
Brown Brothers Harriman & Co.3,424$358 12/31/2023
     IWP3,424$358 12/31/2023
Clark Capital Management Group Inc.3,416$357 12/31/2023
     IWP3,416$357 12/31/2023
Capital Advisors Ltd. LLC3,108$355 03/31/2024
     IWP3,108$355 03/31/2024
Buckingham Strategic Partners3,400$355 12/31/2023
     IWP3,400$355 12/31/2023
Twin Peaks Wealth Advisors LLC3,089$353 03/31/2024
     IWP3,089$353 03/31/2024
United Capital Management of KS Inc.3,085$352 03/31/2024
     IWP3,085$352 03/31/2024
Evercore Wealth Management LLC3,361$351 12/31/2023
     IWP3,361$351 12/31/2023
Paladin Advisory Group LLC3,364$351 12/31/2023
     IWP3,364$351 12/31/2023
MAS Advisors LLC3,356$351 12/31/2023
     IWP3,356$351 12/31/2023
Armor Investment Advisors LLC3,347$350 12/31/2023
     IWP3,347$350 12/31/2023
Belpointe Asset Management LLC3,351$350 12/31/2023
     IWP3,351$350 12/31/2023
LJI Wealth Management LLC3,348$350 12/31/2023
     IWP3,348$350 12/31/2023
Quadrant Capital Group LLC3,340$349 12/31/2023
     IWP3,340$349 12/31/2023
White Pine Capital LLC3,322$347 12/31/2023
     IWP3,322$347 12/31/2023
Grimes & Company Inc.3,016$344 03/31/2024
     IWP3,016$344 03/31/2024
BCGM Wealth Management LLC3,275$342 12/31/2023
     IWP3,275$342 12/31/2023
Delta Financial Group Inc.3,196$334 12/31/2023
     IWP3,196$334 12/31/2023
Arete Wealth Advisors LLC3,187$333 12/31/2023
     IWP3,187$333 12/31/2023
Prosperity Planning Inc.2,884$329 03/31/2024
     IWP2,884$329 03/31/2024
Madison Asset Management LLC3,128$327 12/31/2023
     IWP3,128$327 12/31/2023
TNF LLC3,083$327 12/31/2023
     IWP3,083$327 12/31/2023
City Holding Co.2,849$325 03/31/2024
     IWP2,849$325 03/31/2024
WealthTrust Axiom LLC3,116$325 12/31/2023
     IWP3,116$325 12/31/2023
Orgel Wealth Management LLC2,837$324 03/31/2024
     IWP2,837$324 03/31/2024
Fundamentun LLC2,837$324 03/31/2024
     IWP2,837$324 03/31/2024
Texas Yale Capital Corp.3,090$323 12/31/2023
     IWP3,090$323 12/31/2023
Apollon Wealth Management LLC3,087$322 12/31/2023
     IWP3,087$322 12/31/2023
Carolinas Wealth Consulting LLC3,066$320 12/31/2023
     IWP3,066$320 12/31/2023
Midland Wealth Advisors LLC3,049$318 12/31/2023
     IWP3,049$318 12/31/2023
Busey Wealth Management2,760$315 03/31/2024
     IWP2,760$315 03/31/2024
Meitav Dash Investments Ltd.2,986$312 12/31/2023
     IWP2,986$312 12/31/2023
Emfo LLC2,988$312 12/31/2023
     IWP2,988$312 12/31/2023
Citizens Financial Group Inc RI2,981$311 12/31/2023
     IWP2,981$311 12/31/2023
CIBC World Markets Inc.2,947$308 12/31/2023
     IWP2,947$308 12/31/2023
Unionview LLC2,944$308 12/31/2023
     IWP2,944$308 12/31/2023
Syntegra Private Wealth Group LLC2,951$308 12/31/2023
     IWP2,951$308 12/31/2023
Redhawk Wealth Advisors Inc.2,931$306 12/31/2023
     IWP2,931$306 12/31/2023
First Financialcorp IN2,657$303 03/31/2024
     IWP2,657$303 03/31/2024
KilterHowling LLC2,855$303 12/31/2023
     IWP2,855$303 12/31/2023
Arcadia Investment Management Corp MI2,650$302 03/31/2024
     IWP2,650$302 03/31/2024
N.E.W. Advisory Services LLC2,648$302 03/31/2024
     IWP2,648$302 03/31/2024
Oxbow Advisors LLC2,880$301 12/31/2023
     IWP2,880$301 12/31/2023
Madison Wealth Partners Inc2,868$300 12/31/2023
     IWP2,868$300 12/31/2023
Cahill Wealth Management LLC2,862$299 12/31/2023
     IWP2,862$299 12/31/2023
Amplius Wealth Advisors LLC2,613$298 03/31/2024
     IWP2,613$298 03/31/2024
Braun Bostich & Associates Inc.2,854$298 12/31/2023
     IWP2,854$298 12/31/2023
Carlton Hofferkamp & Jenks Wealth Management LLC2,846$297 12/31/2023
     IWP2,846$297 12/31/2023
Tritonpoint Wealth LLC2,842$297 12/31/2023
     IWP2,842$297 12/31/2023
Sage Rhino Capital LLC2,810$294 12/31/2023
     IWP2,810$294 12/31/2023
Aprio Wealth Management LLC2,547$291 03/31/2024
     IWP2,547$291 03/31/2024
TrueWealth Advisors LLC2,552$291 03/31/2024
     IWP2,552$291 03/31/2024
Fifth Third Wealth Advisors LLC2,526$288 03/31/2024
     IWP2,526$288 03/31/2024
CRA Financial Services LLC2,505$286 03/31/2024
     IWP2,505$286 03/31/2024
Principal Securities Inc.2,742$286 12/31/2023
     IWP2,742$286 12/31/2023
Betterment LLC2,734$286 12/31/2023
     IWP2,734$286 12/31/2023
Carnegie Capital Asset Management LLC2,726$285 12/31/2023
     IWP2,726$285 12/31/2023
GFG Capital LLC2,730$285 12/31/2023
     IWP2,730$285 12/31/2023
Holistic Planning LLC2,714$284 12/31/2023
     IWP2,714$284 12/31/2023
JPL Wealth Management LLC2,707$283 12/31/2023
     IWP2,707$283 12/31/2023
Gryphon Financial Partners LLC2,702$282 12/31/2023
     IWP2,702$282 12/31/2023
Stiles Financial Services Inc2,700$282 12/31/2023
     IWP2,700$282 12/31/2023
Mayflower Financial Advisors LLC2,677$280 12/31/2023
     IWP2,677$280 12/31/2023
Baker Tilly Financial LLC2,668$279 12/31/2023
     IWP2,668$279 12/31/2023
Fernwood Investment Management LLC2,640$276 12/31/2023
     IWP2,640$276 12/31/2023
Massmutual Trust Co. FSB ADV2,405$275 03/31/2024
     IWP2,405$275 03/31/2024
YHB Investment Advisors Inc.2,619$274 12/31/2023
     IWP2,619$274 12/31/2023
Stage Harbor Financial LLC2,619$274 12/31/2023
     IWP2,619$274 12/31/2023
Smith Chas P & Associates PA Cpas2,618$273 12/31/2023
     IWP2,618$273 12/31/2023
GUNN & Co INVESTMENT MANAGEMENT INC.2,618$273 12/31/2023
     IWP2,618$273 12/31/2023
Csenge Advisory Group2,604$272 12/31/2023
     IWP2,604$272 12/31/2023
CCG Wealth Management LLC2,371$271 03/31/2024
     IWP2,371$271 03/31/2024
Edge Financial Advisors LLC2,371$271 03/31/2024
     IWP2,371$271 03/31/2024
CAPROCK Group Inc.2,573$269 12/31/2023
     IWP2,573$269 12/31/2023
Wealth Alliance2,578$269 12/31/2023
     IWP2,578$269 12/31/2023
Rothschild Capital Partners LLC2,562$268 12/31/2023
     IWP2,562$268 12/31/2023
PDS Planning Inc2,498$261 12/31/2023
     IWP2,498$261 12/31/2023
Smithfield Trust Co.2,495$261 12/31/2023
     IWP2,495$261 12/31/2023
Financial Perspectives Inc2,268$259 03/31/2024
     IWP2,268$259 03/31/2024
Garrett Investment Advisors LLC2,251$257 03/31/2024
     IWP2,251$257 03/31/2024
Websterrogers Financial Advisors LLC2,450$256 12/31/2023
     IWP2,450$256 12/31/2023
Oakworth Capital Inc.2,224$254 03/31/2024
     IWP2,224$254 03/31/2024
Hazlett Burt & Watson Inc.2,441$254 12/31/2023
     IWP2,441$254 12/31/2023
Vista Capital Partners Inc.2,434$254 12/31/2023
     IWP2,434$254 12/31/2023
WealthShield Partners LLC2,420$253 12/31/2023
     IWP2,420$253 12/31/2023
Kendall Capital Management2,420$253 12/31/2023
     IWP2,420$253 12/31/2023
Pacific Sun Financial Corp2,409$252 12/31/2023
     IWP2,409$252 12/31/2023
Mcdonald Partners LLC2,200$251 03/31/2024
     IWP2,200$251 03/31/2024
Wolverine Trading LLC $251 12/31/2023
     Call2,400$251 12/31/2023
Pioneer Trust Bank N A OR2,400$251 12/31/2023
     IWP2,400$251 12/31/2023
Edmond DE Rothschild Holding S.A.2,389$250 12/31/2023
     IWP2,389$250 12/31/2023
Monticello Wealth Management LLC2,169$248 03/31/2024
     IWP2,169$248 03/31/2024
Clearbridge Investments LLC2,375$248 12/31/2023
     IWP2,375$248 12/31/2023
Cahill Financial Advisors Inc.2,371$248 12/31/2023
     IWP2,371$248 12/31/2023
Breakwater Capital Group2,166$247 03/31/2024
     IWP2,166$247 03/31/2024
Financial Sense Advisors Inc.2,152$246 03/31/2024
     IWP2,152$246 03/31/2024
CIC Wealth LLC2,138$244 03/31/2024
     IWP2,138$244 03/31/2024
HB Wealth Management LLC2,334$244 12/31/2023
     IWP2,334$244 12/31/2023
International Assets Investment Management LLC2,140$243 03/31/2024
     IWP2,140$243 03/31/2024
Flagship Harbor Advisors LLC2,124$242 03/31/2024
     IWP2,124$242 03/31/2024
Cambridge Trust Co.2,320$242 12/31/2023
     IWP2,320$242 12/31/2023
J. W. Coons Advisors LLC2,314$242 12/31/2023
     IWP2,314$242 12/31/2023
Arbor Investment Advisors LLC2,102$240 03/31/2024
     IWP2,102$240 03/31/2024
Shepherd Financial Partners LLC2,104$240 03/31/2024
     IWP2,104$240 03/31/2024
RVW Wealth LLC2,105$240 03/31/2024
     IWP2,105$240 03/31/2024
PFG Investments LLC2,103$240 03/31/2024
     IWP2,103$240 03/31/2024
Goelzer Investment Management Inc.2,294$240 12/31/2023
     IWP2,294$240 12/31/2023
17 Capital Partners LLC2,092$239 03/31/2024
     IWP2,092$239 03/31/2024
Advisory Resource Group2,282$238 12/31/2023
     IWP2,282$238 12/31/2023
Centaurus Financial Inc.2,262$236 12/31/2023
     IWP2,262$236 12/31/2023
Monarch Capital Management Inc.2,256$236 12/31/2023
     IWP2,256$236 12/31/2023
Ironwood Investment Counsel LLC2,250$235 12/31/2023
     IWP2,250$235 12/31/2023
Visionary Wealth Advisors2,247$235 12/31/2023
     IWP2,247$235 12/31/2023
C2C Wealth Management LLC2,213$233 12/31/2023
     IWP2,213$233 12/31/2023
DT Investment Partners LLC2,197$232 12/31/2023
     IWP2,197$232 12/31/2023
Perfromance Wealth Partners LLC2,218$232 12/31/2023
     IWP2,218$232 12/31/2023
Capital Advisors Inc. OK2,210$231 12/31/2023
     IWP2,210$231 12/31/2023
Advisory Alpha LLC2,214$231 12/31/2023
     IWP2,214$231 12/31/2023
West Michigan Advisors LLC2,213$231 12/31/2023
     IWP2,213$231 12/31/2023
Keystone Wealth Services LLC2,006$229 03/31/2024
     IWP2,006$229 03/31/2024
K.J. Harrison & Partners Inc2,196$229 12/31/2023
     IWP2,196$229 12/31/2023
Wedmont Private Capital2,020$228 03/31/2024
     IWP2,020$228 03/31/2024
Schechter Investment Advisors LLC2,183$228 12/31/2023
     IWP2,183$228 12/31/2023
West Bancorporation Inc.2,155$225 12/31/2023
     IWP2,155$225 12/31/2023
MainStreet Investment Advisors LLC2,150$225 12/31/2023
     IWP2,150$225 12/31/2023
Roman Butler Fullerton & Co.2,140$224 12/31/2023
     IWP2,140$224 12/31/2023
Wiley BROS. Aintree Capital LLC1,950$223 03/31/2024
     IWP1,950$223 03/31/2024
Steel Peak Wealth Management LLC1,950$223 03/31/2024
     IWP1,950$223 03/31/2024
American Money Management LLC2,126$222 12/31/2023
     IWP2,126$222 12/31/2023
Eubel Brady & Suttman Asset Management Inc.2,120$221 12/31/2023
     IWP2,120$221 12/31/2023
Hyman Charles D2,117$221 12/31/2023
     IWP2,117$221 12/31/2023
Brady Family Wealth LLC2,115$221 12/31/2023
     IWP2,115$221 12/31/2023
Rockbridge Investment Management LCC2,106$220 12/31/2023
     IWP2,106$220 12/31/2023
TCP Asset Management LLC1,921$219 03/31/2024
     IWP1,921$219 03/31/2024
PPS&V Asset Management Consultants Inc.1,907$218 03/31/2024
     IWP1,907$218 03/31/2024
Peloton Wealth Strategists2,091$218 12/31/2023
     IWP2,091$218 12/31/2023
Independence Bank of Kentucky1,901$217 03/31/2024
     IWP1,901$217 03/31/2024
Garde Capital Inc.2,074$217 12/31/2023
     IWP2,074$217 12/31/2023
Wsfs Capital Management LLC2,081$217 12/31/2023
     IWP2,081$217 12/31/2023
Wealthsource Partners LLC2,069$216 12/31/2023
     IWP2,069$216 12/31/2023
Ronald Blue Trust Inc.2,067$216 12/31/2023
     IWP2,067$216 12/31/2023
Journey Strategic Wealth LLC2,064$216 12/31/2023
     IWP2,064$216 12/31/2023
Welch & Forbes LLC2,048$214 12/31/2023
     IWP2,048$214 12/31/2023
Scotia Capital Inc.2,044$214 12/31/2023
     IWP2,044$214 12/31/2023
Insight Advisors LLC PA2,048$214 12/31/2023
     IWP2,048$214 12/31/2023
Foundation Wealth Management LLC2,052$214 12/31/2023
     IWP2,052$214 12/31/2023
SeaCrest Wealth Management LLC1,865$213 03/31/2024
     IWP1,865$213 03/31/2024
Retirement Planning Group1,857$212 03/31/2024
     IWP1,857$212 03/31/2024
Windsor Capital Management LLC1,856$212 03/31/2024
     IWP1,856$212 03/31/2024
Henrickson Nauta Wealth Advisors Inc.1,902$212 03/31/2024
     IWP1,902$212 03/31/2024
Portland Global Advisors LLC2,026$212 12/31/2023
     IWP2,026$212 12/31/2023
WMS Partners LLC2,023$211 12/31/2023
     IWP2,023$211 12/31/2023
Paradigm Financial Partners LLC2,015$210 12/31/2023
     IWP2,015$210 12/31/2023
Shared Vision Wealth Group LLC2,008$210 12/31/2023
     IWP2,008$210 12/31/2023
Shira Ridge Wealth Management1,831$209 03/31/2024
     IWP1,831$209 03/31/2024
Montz Harcus Wealth Management LLC2,001$209 12/31/2023
     IWP2,001$209 12/31/2023
Kowal Investment Group LLC1,815$207 03/31/2024
     IWP1,815$207 03/31/2024
Waterloo Capital L.P.1,970$206 12/31/2023
     IWP1,970$206 12/31/2023
Latitude Advisors LLC1,972$206 12/31/2023
     IWP1,972$206 12/31/2023
Pineridge Advisors LLC1,971$206 12/31/2023
     IWP1,971$206 12/31/2023
Von Berge Wealth Management Group LLC1,800$205 03/31/2024
     IWP1,800$205 03/31/2024
Mason & Associates Inc1,792$205 03/31/2024
     IWP1,792$205 03/31/2024
LongView Wealth Management1,792$205 03/31/2024
     IWP1,792$205 03/31/2024
Fisher Asset Management LLC1,955$204 12/31/2023
     IWP1,955$204 12/31/2023
AMJ Financial Wealth Management1,948$203 12/31/2023
     IWP1,948$203 12/31/2023
Planning Capital Management Corp1,939$203 12/31/2023
     IWP1,939$203 12/31/2023
McNaughton Wealth Management LLC1,761$201 03/31/2024
     IWP1,761$201 03/31/2024
Mather Group LLC.1,846$193 03/31/2024
     IWP1,846$193 03/31/2024
Salem Investment Counselors Inc.1,670$191 03/31/2024
     IWP1,670$191 03/31/2024
Sugarloaf Wealth Management LLC1,668$190 03/31/2024
     IWP1,668$190 03/31/2024
Mill Capital Management LLC1,815$190 12/31/2023
     IWP1,815$190 12/31/2023
Trivant Custom Portfolio Group LLC1,660$189 03/31/2024
     IWP1,660$189 03/31/2024
Creative Financial Designs Inc. ADV1,812$189 12/31/2023
     IWP1,812$189 12/31/2023
Hollencrest Capital Management1,812$189 12/31/2023
     IWP1,812$189 12/31/2023
Farmers & Merchants Trust Co of Chambersburg PA1,808$189 12/31/2023
     IWP1,808$189 12/31/2023
Monetary Management Group Inc.1,750$183 12/31/2023
     IWP1,750$183 12/31/2023
VitalStone Financial LLC1,725$180 12/31/2023
     IWP1,725$180 12/31/2023
Acropolis Investment Management LLC1,564$179 03/31/2024
     IWP1,564$179 03/31/2024
Transcendent Capital Group LLC1,715$179 03/31/2024
     IWP1,715$179 03/31/2024
LGT Financial Advisors LLC1,716$179 12/31/2023
     IWP1,716$179 12/31/2023
BOK Financial Private Wealth Inc.1,696$177 12/31/2023
     IWP1,696$177 12/31/2023
HBC Financial Services PLLC1,700$177 12/31/2023
     IWP1,700$177 12/31/2023
Duncker Streett & Co. Inc.1,540$176 03/31/2024
     IWP1,540$176 03/31/2024
Montag A & Associates Inc.1,675$175 12/31/2023
     IWP1,675$175 12/31/2023
Deutsche Bank AG1,566$164 12/31/2023
     IWP1,566$164 12/31/2023
Tompkins Financial Corp1,427$163 03/31/2024
     IWP1,427$163 03/31/2024
SOA Wealth Advisors LLC.1,406$160 03/31/2024
     IWP1,406$160 03/31/2024
Hills Bank & Trust Co1,513$158 12/31/2023
     IWP1,513$158 12/31/2023
Evensky & Katz LLC1,363$156 03/31/2024
     IWP1,363$156 03/31/2024
Perkins Coie Trust Co1,346$154 03/31/2024
     IWP1,346$154 03/31/2024
Performa Ltd US LLC1,449$151 12/31/2023
     IWP1,449$151 12/31/2023
Parkside Financial Bank & Trust1,427$149 12/31/2023
     IWP1,427$149 12/31/2023
Milestone Investment Advisors LLC1,415$148 12/31/2023
     IWP1,415$148 12/31/2023
JJJ Advisors Inc.1,275$146 03/31/2024
     IWP1,275$146 03/31/2024
Pin Oak Investment Advisors Inc.1,389$145 12/31/2023
     IWP1,389$145 12/31/2023
Trifecta Capital Advisors LLC1,146$131 03/31/2024
     IWP1,146$131 03/31/2024
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,185$126 03/31/2024
     IWP1,185$126 03/31/2024
EverSource Wealth Advisors LLC1,206$126 12/31/2023
     IWP1,206$126 12/31/2023
Grove Bank & Trust1,200$125 12/31/2023
     IWP1,200$125 12/31/2023
Ballast Advisors LLC1,191$124 12/31/2023
     IWP1,191$124 12/31/2023
O Shaughnessy Asset Management LLC1,180$123 12/31/2023
     IWP1,180$123 12/31/2023
Bogart Wealth LLC1,157$121 12/31/2023
     IWP1,157$121 12/31/2023
Atlantic Edge Private Wealth Management LLC1,140$119 12/31/2023
     IWP1,140$119 12/31/2023
Greenwood Gearhart Inc.1,130$118 12/31/2023
     IWP1,130$118 12/31/2023
Provence Wealth Management Group1,122$117 12/31/2023
     IWP1,122$117 12/31/2023
Trust Co1,018$116 03/31/2024
     IWP1,018$116 03/31/2024
CoreFirst Bank & Trust1,096$114 12/31/2023
     IWP1,096$114 12/31/2023
Union Savings Bank1,092$114 12/31/2023
     IWP1,092$114 12/31/2023
Retirement Group LLC1,061$111 12/31/2023
     IWP1,061$111 12/31/2023
DB Wealth Management Group LLC1,060$111 12/31/2023
     IWP1,060$111 12/31/2023
ICA Group Wealth Management LLC1,064$111 12/31/2023
     IWP1,064$111 12/31/2023
WASHINGTON TRUST Co952$109 03/31/2024
     IWP952$109 03/31/2024
Woodmont Investment Counsel LLC949$108 03/31/2024
     IWP949$108 03/31/2024
Evermay Wealth Management LLC1,000$104 12/31/2023
     IWP1,000$104 12/31/2023
Biltmore Family Office LLC1,000$104 12/31/2023
     IWP1,000$104 12/31/2023
Sunbelt Securities Inc.872$100 03/31/2024
     IWP872$100 03/31/2024
Salomon & Ludwin LLC941$98 12/31/2023
     IWP941$98 12/31/2023
PSI Advisors LLC837$96 03/31/2024
     IWP837$96 03/31/2024
Benjamin F. Edwards & Company Inc.908$95 12/31/2023
     IWP908$95 12/31/2023
Matrix Private Capital Group LLC900$94 12/31/2023
     IWP900$94 12/31/2023
Ramirez Asset Management Inc.900$94 12/31/2023
     IWP900$94 12/31/2023
Sound Income Strategies LLC816$93 03/31/2024
     IWP816$93 03/31/2024
Northwest Investment Counselors LLC792$90 03/31/2024
     IWP792$90 03/31/2024
Jackson Grant Investment Advisers Inc.834$87 12/31/2023
     IWP834$87 12/31/2023
Aptus Capital Advisors LLC819$86 12/31/2023
     IWP819$86 12/31/2023
WealthCollab LLC824$86 12/31/2023
     IWP824$86 12/31/2023
National Bank of Canada FI830$85 12/31/2023
     IWP830$85 12/31/2023
Colonial Trust Advisors800$84 12/31/2023
     IWP800$84 12/31/2023
Sittner & Nelson LLC800$84 12/31/2023
     IWP800$84 12/31/2023
1832 Asset Management L.P.768$80 12/31/2023
     IWP768$80 12/31/2023
Pinnacle Bank683$78 03/31/2024
     IWP683$78 03/31/2024
Oliver Lagore Vanvalin Investment Group722$75 12/31/2023
     IWP722$75 12/31/2023
Game Plan Financial Advisors LLC648$74 03/31/2024
     IWP648$74 03/31/2024
Integrity Financial Corp WA712$74 12/31/2023
     IWP712$74 12/31/2023
Knott David M Jr695$73 12/31/2023
     IWP695$73 12/31/2023
Washington Trust Advisors Inc.701$73 12/31/2023
     IWP701$73 12/31/2023
Hanson & Doremus Investment Management628$72 03/31/2024
     IWP628$72 03/31/2024
North Star Investment Management Corp.690$72 12/31/2023
     IWP690$72 12/31/2023
Gleason Group Inc.624$71 03/31/2024
     IWP624$71 03/31/2024
SYM FINANCIAL Corp676$71 12/31/2023
     IWP676$71 12/31/2023
FinTrust Capital Advisors LLC657$69 12/31/2023
     IWP657$69 12/31/2023
Stephens Consulting LLC574$65 03/31/2024
     IWP574$65 03/31/2024
ZRC Wealth Management LLC570$65 03/31/2024
     IWP570$65 03/31/2024
Asset Dedication LLC550$64 03/31/2024
     IWP550$64 03/31/2024
Pflug Koory LLC560$64 03/31/2024
     IWP560$64 03/31/2024
Clarkston Capital Partners LLC587$61 12/31/2023
     IWP587$61 12/31/2023
Archer Investment Corp571$60 12/31/2023
     IWP571$60 12/31/2023
TFC Financial Management577$60 12/31/2023
     IWP577$60 12/31/2023
S.A. Mason LLC515$59 03/31/2024
     IWP515$59 03/31/2024
Voisard Asset Management Group Inc.520$59 03/31/2024
     IWP520$59 03/31/2024
Bank of New Hampshire512$58 03/31/2024
     IWP512$58 03/31/2024
TCTC Holdings LLC550$57 12/31/2023
     IWP550$57 12/31/2023
Guardian Wealth Advisors LLC NC546$57 12/31/2023
     IWP546$57 12/31/2023
Howe & Rusling Inc.539$56 12/31/2023
     IWP539$56 12/31/2023
Atwood & Palmer Inc.460$53 03/31/2024
     IWP460$53 03/31/2024
AlphaMark Advisors LLC466$53 03/31/2024
     IWP466$53 03/31/2024
Glassman Wealth Services494$52 12/31/2023
     IWP494$52 12/31/2023
Hamilton Point Investment Advisors LLC472$49 12/31/2023
     IWP472$49 12/31/2023
Mechanics Financial Corp456$48 12/31/2023
     IWP456$48 12/31/2023
Gradient Investments LLC404$46 03/31/2024
     IWP404$46 03/31/2024
Coston McIsaac & Partners405$46 03/31/2024
     IWP405$46 03/31/2024
Northwest Capital Management Inc396$45 03/31/2024
     IWP396$45 03/31/2024
Concord Wealth Partners433$45 12/31/2023
     IWP433$45 12/31/2023
Indiana Trust & Investment Management CO383$44 03/31/2024
     IWP383$44 03/31/2024
Horizons Wealth Management426$44 03/31/2024
     IWP426$44 03/31/2024
Focused Wealth Management Inc420$44 12/31/2023
     IWP420$44 12/31/2023
Pittenger & Anderson Inc.400$42 12/31/2023
     IWP400$42 12/31/2023
Northwest Financial Advisors400$42 12/31/2023
     IWP400$42 12/31/2023
Nalls Sherbakoff Group LLC382$40 12/31/2023
     IWP382$40 12/31/2023
Farther Finance Advisors LLC385$40 12/31/2023
     IWP385$40 12/31/2023
GPS Wealth Strategies Group LLC364$38 12/31/2023
     IWP364$38 12/31/2023
Mitchell Sinkler & Starr PA358$37 12/31/2023
     IWP358$37 12/31/2023
Carmichael Hill & Associates Inc.316$36 03/31/2024
     IWP316$36 03/31/2024
Northwest Bank & Trust Co342$36 12/31/2023
     IWP342$36 12/31/2023
Ambassador Advisors LLC331$35 12/31/2023
     IWP331$35 12/31/2023
Richard W. Paul & Associates LLC339$35 12/31/2023
     IWP339$35 12/31/2023
Armstrong Advisory Group Inc.326$34 03/31/2024
     IWP326$34 03/31/2024
Roble Belko & Company Inc286$33 03/31/2024
     IWP286$33 03/31/2024
Register Financial Advisors LLC284$32 03/31/2024
     IWP284$32 03/31/2024
Kiely Wealth Advisory Group Inc.308$32 12/31/2023
     IWP308$32 12/31/2023
Richardson Financial Services Inc.304$32 12/31/2023
     IWP304$32 12/31/2023
JNBA Financial Advisors301$31 12/31/2023
     IWP301$31 12/31/2023
West Branch Capital LLC259$30 03/31/2024
     IWP259$30 03/31/2024
Life Planning Partners Inc285$30 12/31/2023
     IWP285$30 12/31/2023
Tidemark LLC285$30 12/31/2023
     IWP285$30 12/31/2023
ORG Partners LLC274$29 12/31/2023
     IWP274$29 12/31/2023
New Republic Capital LLC275$29 12/31/2023
     IWP275$29 12/31/2023
Smartleaf Asset Management LLC273$29 12/31/2023
     IWP273$29 12/31/2023
DHJJ Financial Advisors Ltd.232$27 03/31/2024
     IWP232$27 03/31/2024
Founders Financial Alliance LLC256$27 12/31/2023
     IWP256$27 12/31/2023
Syntax Research Inc.262$27 12/31/2023
     IWP262$27 12/31/2023
Venturi Wealth Management LLC230$26 03/31/2024
     IWP230$26 03/31/2024
Rise Advisors LLC225$26 03/31/2024
     IWP225$26 03/31/2024
Plante Moran Financial Advisors LLC245$26 12/31/2023
     IWP245$26 12/31/2023
Mascoma Wealth Management LLC248$26 12/31/2023
     IWP248$26 12/31/2023
Wolff Wiese Magana LLC218$25 03/31/2024
     IWP218$25 03/31/2024
Windsor Advisory Group LLC233$24 12/31/2023
     IWP233$24 12/31/2023
Albion Financial Group UT200$23 03/31/2024
     IWP200$23 03/31/2024
GoalVest Advisory LLC201$23 03/31/2024
     IWP201$23 03/31/2024
Beacon Capital Management LLC220$23 12/31/2023
     IWP220$23 12/31/2023
American National Bank195$22 03/31/2024
     IWP195$22 03/31/2024
Tyler Stone Wealth Management214$22 12/31/2023
     IWP214$22 12/31/2023
Adirondack Trust Co.166$19 03/31/2024
     IWP166$19 03/31/2024
Delta Asset Management LLC TN180$19 12/31/2023
     IWP180$19 12/31/2023
JFS Wealth Advisors LLC184$19 12/31/2023
     IWP184$19 12/31/2023
CarsonAllaria Wealth Management Ltd.178$19 12/31/2023
     IWP178$19 12/31/2023
Vermillion & White Wealth Management Group LLC164$18 12/31/2023
     IWP164$18 12/31/2023
Ables Iannone Moore & Associates Inc.168$18 12/31/2023
     IWP168$18 12/31/2023
Lowe Wealth Advisors LLC150$17 03/31/2024
     IWP150$17 03/31/2024
Riverview Trust Co150$17 03/31/2024
     IWP150$17 03/31/2024
Institutional & Family Asset Management LLC167$17 12/31/2023
     IWP167$17 12/31/2023
Cape Investment Advisory Inc.159$17 12/31/2023
     IWP159$17 12/31/2023
ST Germain D J Co. Inc.139$16 03/31/2024
     IWP139$16 03/31/2024
Capital Investment Advisory Services LLC156$16 12/31/2023
     IWP156$16 12/31/2023
Chilton Capital Management LLC140$15 12/31/2023
     IWP140$15 12/31/2023
RE Dickinson Investment Advisors LLC130$14 12/31/2023
     IWP130$14 12/31/2023
JDM Financial Group LLC134$14 12/31/2023
     IWP134$14 12/31/2023
PrairieView Partners LLC125$13 12/31/2023
     IWP125$13 12/31/2023
Caldwell Sutter Capital Inc.102$12 03/31/2024
     IWP102$12 03/31/2024
Webster Bank N. A.98$11 03/31/2024
     IWP98$11 03/31/2024
Newbridge Financial Services Group Inc.96$11 03/31/2024
     IWP96$11 03/31/2024
Resources Management Corp CT ADV104$11 12/31/2023
     IWP104$11 12/31/2023
Russell Investments Group Ltd.110$11 12/31/2023
     IWP110$11 12/31/2023
Alaska Permanent Capital Management86$10 03/31/2024
     IWP86$10 03/31/2024
Investors Research Corp98$10 12/31/2023
     IWP98$10 12/31/2023
Missouri Trust & Investment Co100$10 12/31/2023
     IWP100$10 12/31/2023
Pacifica Partners Inc.82$9 03/31/2024
     IWP82$9 03/31/2024
IAG Wealth Partners LLC78$9 03/31/2024
     IWP78$9 03/31/2024
Field & Main Bank90$9 12/31/2023
     IWP90$9 12/31/2023
PFG Private Wealth Management LLC61$7 03/31/2024
     IWP61$7 03/31/2024
Dividend Assets Capital LLC68$7 12/31/2023
     IWP68$7 12/31/2023
Tucker Asset Management LLC56$6 12/31/2023
     IWP56$6 12/31/2023
Versant Capital Management Inc42$5 03/31/2024
     IWP42$5 03/31/2024
Nemes Rush Group LLC51$5 12/31/2023
     IWP51$5 12/31/2023
Hexagon Capital Partners LLC36$4 03/31/2024
     IWP36$4 03/31/2024
Piscataqua Savings Bank30$3 03/31/2024
     IWP30$3 03/31/2024
BNP Paribas Arbitrage SA27$3 12/31/2023
     IWP27$3 12/31/2023
MeadowBrook Investment Advisors LLC30$3 12/31/2023
     IWP30$3 12/31/2023
Balentine LLC29$3 12/31/2023
     IWP29$3 12/31/2023
Mark Sheptoff Financial Planning LLC28$3 12/31/2023
     IWP28$3 12/31/2023
CNB Bank24$3 12/31/2023
     IWP24$3 12/31/2023
HighMark Wealth Management LLC25$3 12/31/2023
     IWP25$3 12/31/2023
New Millennium Group LLC33$3 12/31/2023
     IWP33$3 12/31/2023
Wetzel Investment Advisors Inc.20$2 03/31/2024
     IWP20$2 03/31/2024
Tower View Investment Management & Research LLC18$2 12/31/2023
     IWP18$2 12/31/2023
Peachtree Investment Partners LLC19$2 12/31/2023
     IWP19$2 12/31/2023
Scarborough Advisors LLC20$2 12/31/2023
     IWP20$2 12/31/2023
Westend Capital Management LLC11$1 03/31/2024
     IWP11$1 03/31/2024
Morris Financial Concepts Inc.8$1 03/31/2024
     IWP8$1 03/31/2024
Motco6$1 12/31/2023
     IWP6$1 12/31/2023
Your Advocates Ltd. LLP9$1 12/31/2023
     IWP9$1 12/31/2023
Main Street Group LTD12$1 12/31/2023
     IWP12$1 12/31/2023
Tower Research Capital LLC TRC 4$0 12/31/2023
     IWP4$0 12/31/2023
Financial Gravity Asset Management Inc.3$0 12/31/2023
     IWP3$0 12/31/2023
Kozak & Associates Inc.4$0 12/31/2023
     IWP4$0 12/31/2023

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

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