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 894 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 FSB. For more details on the positions held by TIAA FSB (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 FSB11,230,757$1,085,228 06/30/2023
     IWP11,230,757$1,085,228 06/30/2023
Morgan Stanley10,680,705$1,032,077 06/30/2023
     IWP10,680,705$1,032,077 06/30/2023
Wells Fargo & Company MN6,077,274$587,247 06/30/2023
     IWP6,077,274$587,247 06/30/2023
Bank of America Corp DE6,062,697$585,838 06/30/2023
     IWP6,062,697$585,838 06/30/2023
Jones Financial Companies Lllp3,746,804$362,054 06/30/2023
     IWP3,746,804$362,054 06/30/2023
Envestnet Asset Management Inc.3,441,163$332,520 06/30/2023
     IWP3,441,163$332,520 06/30/2023
The PNC Financial Services Group Inc.3,148,761$304,265 06/30/2023
     IWP3,148,761$304,265 06/30/2023
Commonwealth Equity Services LLC2,774,239$268,075 06/30/2023
     IWP2,774,239$268,075 06/30/2023
Ameriprise Financial Inc.2,473,222$239,261 06/30/2023
     IWP2,473,222$239,261 06/30/2023
Bishop & Co Investment Management LLC22,798,385$235,935 06/30/2023
     IWP22,798,385$235,935 06/30/2023
UBS Group AG2,367,134$228,736 06/30/2023
     IWP2,367,134$228,736 06/30/2023
Commerce Bank2,084,923$201,466 06/30/2023
     IWP2,084,923$201,466 06/30/2023
Cassaday & Co Wealth Management LLC1,991,468$192,436 06/30/2023
     IWP1,991,468$192,436 06/30/2023
LPL Financial LLC1,498,932$144,842 06/30/2023
     IWP1,498,932$144,842 06/30/2023
FMR LLC1,474,640$142,494 06/30/2023
     IWP1,474,640$142,494 06/30/2023
US Bancorp DE1,443,329$139,469 06/30/2023
     IWP1,443,329$139,469 06/30/2023
Synovus Financial Corp1,430,988$138,276 06/30/2023
     IWP1,430,988$138,276 06/30/2023
First Citizens Bank & Trust Co.1,259,630$121,718 06/30/2023
     IWP1,259,630$121,718 06/30/2023
Advisor Group Holdings Inc.1,146,258$110,818 06/30/2023
     IWP1,146,258$110,818 06/30/2023
Goldman Sachs Group Inc.941,782$91,004 06/30/2023
     IWP941,782$91,004 06/30/2023
JPMorgan Chase & Co.927,636$89,637 06/30/2023
     IWP927,636$89,637 06/30/2023
Zions Bancorporation N.A.927,079$89,584 06/30/2023
     IWP927,079$89,584 06/30/2023
Truist Financial Corp900,243$86,990 06/30/2023
     IWP900,243$86,990 06/30/2023
Raymond James Financial Services Advisors Inc.780,351$75,405 06/30/2023
     IWP780,351$75,405 06/30/2023
American Family Insurance Mutual Holding Co747,663$72,247 06/30/2023
     IWP747,663$72,247 06/30/2023
CIBC Private Wealth Group LLC722,221$69,788 06/30/2023
     IWP722,221$69,788 06/30/2023
Royal Bank of Canada713,646$68,960 06/30/2023
     IWP713,646$68,960 06/30/2023
Northwestern Mutual Wealth Management Co.609,271$58,874 06/30/2023
     IWP609,271$58,874 06/30/2023
Equitable Holdings Inc.559,089$54,025 06/30/2023
     IWP559,089$54,025 06/30/2023
Summit Rock Advisors LP542,533$52,425 06/30/2023
     IWP542,533$52,425 06/30/2023
Stephens Group Asset Management LLC532,693$51,474 06/30/2023
     IWP532,693$51,474 06/30/2023
Financial Gravity Asset Management Inc.97$47,593 06/30/2023
     IWP97$47,593 06/30/2023
Cullen Frost Bankers Inc.484,257$46,794 06/30/2023
     IWP484,257$46,794 06/30/2023
Rodgers & Associates LTD472,298$45,638 06/30/2023
     IWP472,298$45,638 06/30/2023
Mariner LLC465,089$44,942 06/30/2023
     IWP465,089$44,942 06/30/2023
Johnson Investment Counsel Inc.444,095$42,913 06/30/2023
     IWP444,095$42,913 06/30/2023
Barclays PLC414,100$40,014 06/30/2023
     IWP414,100$40,014 06/30/2023
Creative Planning404,294$39,067 06/30/2023
     IWP404,294$39,067 06/30/2023
M&T Bank Corp367,746$35,535 06/30/2023
     IWP367,746$35,535 06/30/2023
Stephens Inc. AR351,104$33,927 06/30/2023
     IWP351,104$33,927 06/30/2023
AMG National Trust Bank328,249$31,719 06/30/2023
     IWP328,249$31,719 06/30/2023
Wade G W & Inc.323,311$31,242 06/30/2023
     IWP323,311$31,242 06/30/2023
AE Wealth Management LLC322,501$31,163 06/30/2023
     IWP322,501$31,163 06/30/2023
Raymond James & Associates320,524$30,972 06/30/2023
     IWP320,524$30,972 06/30/2023
Bank of New York Mellon Corp306,819$29,648 06/30/2023
     IWP306,819$29,648 06/30/2023
Hantz Financial Services Inc.297,468$28,744 06/30/2023
     IWP297,468$28,744 06/30/2023
RTD Financial Advisors Inc.293,137$28,326 06/30/2023
     IWP293,137$28,326 06/30/2023
Cedar Mountain Advisors LLC273,591$26,437 06/30/2023
     IWP273,591$26,437 06/30/2023
Krilogy Financial LLC267,931$25,890 06/30/2023
     IWP267,931$25,890 06/30/2023
Orion Portfolio Solutions LLC286,581$25,863 06/30/2023
     IWP286,581$25,863 06/30/2023
One Capital Management LLC256,676$24,803 06/30/2023
     IWP256,676$24,803 06/30/2023
Accredited Investors Inc.251,084$24,262 06/30/2023
     IWP251,084$24,262 06/30/2023
Truepoint Inc.248,702$24,032 06/30/2023
     IWP248,702$24,032 06/30/2023
HighTower Advisors LLC245,064$23,687 06/30/2023
     IWP245,064$23,687 06/30/2023
Fifth Third Bancorp240,849$23,273 06/30/2023
     IWP240,849$23,273 06/30/2023
Honkamp Krueger Financial Services Inc.239,505$23,143 06/30/2023
     IWP239,505$23,143 06/30/2023
MML Investors Services LLC233,822$22,594 06/30/2023
     IWP233,822$22,594 06/30/2023
BKD Wealth Advisors LLC229,314$22,159 06/30/2023
     IWP229,314$22,159 06/30/2023
Keybank National Association OH212,673$20,551 06/30/2023
     IWP212,673$20,551 06/30/2023
Badgley Phelps Wealth Managers LLC200,510$19,375 06/30/2023
     IWP200,510$19,375 06/30/2023
Baird Financial Group Inc.199,930$19,319 06/30/2023
     IWP199,930$19,319 06/30/2023
BlackRock Inc.199,568$19,284 06/30/2023
     IWP199,568$19,284 06/30/2023
Hsbc Holdings PLC199,118$19,241 06/30/2023
     IWP199,118$19,241 06/30/2023
Falcon Wealth Planning185,353$17,911 06/30/2023
     IWP185,353$17,911 06/30/2023
Integrated Investment Consultants LLC178,619$17,260 06/30/2023
     IWP178,619$17,260 06/30/2023
Healthcare of Ontario Pension Plan Trust Fund177,000$17,104 06/30/2023
     IWP177,000$17,104 06/30/2023
Kestra Advisory Services LLC171,338$16,556 06/30/2023
     IWP171,338$16,556 06/30/2023
Congress Asset Management Co. MA169,324$16,362 06/30/2023
     IWP169,324$16,362 06/30/2023
Cambridge Investment Research Advisors Inc.167,469$16,182 06/30/2023
     IWP167,469$16,182 06/30/2023
Wellington Management Group LLP165,960$16,037 06/30/2023
     IWP165,960$16,037 06/30/2023
GenWealth Group Inc.160,052$15,466 06/30/2023
     IWP160,052$15,466 06/30/2023
Sterling Manor Financial LLC157,175$15,188 06/30/2023
     IWP157,175$15,188 06/30/2023
Bartlett & Co. LLC156,544$15,127 06/30/2023
     IWP156,544$15,127 06/30/2023
Rockefeller Capital Management L.P.152,801$14,765 06/30/2023
     IWP152,801$14,765 06/30/2023
Steward Partners Investment Advisory LLC149,568$14,453 06/30/2023
     IWP149,568$14,453 06/30/2023
Private Advisor Group LLC147,525$14,336 06/30/2023
     IWP147,525$14,336 06/30/2023
LBJ Family Wealth Advisors Ltd.144,007$13,915 06/30/2023
     IWP144,007$13,915 06/30/2023
Bank of Montreal Can140,569$13,617 06/30/2023
     IWP140,569$13,617 06/30/2023
Prudential Financial Inc.138,274$13,361 06/30/2023
     IWP138,274$13,361 06/30/2023
FSA Wealth Management LLC137,970$13,332 06/30/2023
     IWP137,970$13,332 06/30/2023
Stifel Financial Corp134,971$13,043 06/30/2023
     IWP134,971$13,043 06/30/2023
JMG Financial Group Ltd.133,533$12,903 06/30/2023
     IWP133,533$12,903 06/30/2023
Estate Counselors LLC130,930$12,652 06/30/2023
     IWP130,930$12,652 06/30/2023
Octavia Wealth Advisors LLC130,483$12,609 06/30/2023
     IWP130,483$12,609 06/30/2023
Bellwether Advisors LLC129,864$12,549 06/30/2023
     IWP129,864$12,549 06/30/2023
BOKF NA128,979$12,463 06/30/2023
     IWP128,979$12,463 06/30/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC128,929$12,449 06/30/2023
     IWP128,929$12,449 06/30/2023
GWM Advisors LLC127,858$12,355 06/30/2023
     IWP127,858$12,355 06/30/2023
Northern Trust Corp125,655$12,142 06/30/2023
     IWP125,655$12,142 06/30/2023
National Asset Management Inc.123,536$11,937 06/30/2023
     IWP123,536$11,937 06/30/2023
Cetera Advisors LLC118,746$11,474 06/30/2023
     IWP118,746$11,474 06/30/2023
Kestra Private Wealth Services LLC112,914$10,911 06/30/2023
     IWP112,914$10,911 06/30/2023
Gladstone Institutional Advisory LLC111,772$10,801 06/30/2023
     IWP111,772$10,801 06/30/2023
Cetera Advisor Networks LLC111,744$10,746 06/30/2023
     IWP111,744$10,746 06/30/2023
Captrust Financial Advisors109,833$10,613 06/30/2023
     IWP109,833$10,613 06/30/2023
TCG Advisory Services LLC108,872$10,520 06/30/2023
     IWP108,872$10,520 06/30/2023
UMB Bank N A MO107,954$10,432 06/30/2023
     IWP107,954$10,432 06/30/2023
MAI Capital Management106,667$10,307 06/30/2023
     IWP106,667$10,307 06/30/2023
LMG Wealth Partners LLC106,437$10,285 06/30/2023
     IWP106,437$10,285 06/30/2023
First Republic Investment Management Inc.103,304$9,982 06/30/2023
     IWP103,304$9,982 06/30/2023
Mechanics Bank Trust Department102,758$9,930 06/30/2023
     IWP102,758$9,930 06/30/2023
Taylor Cottrill Erickson & Associates Inc.102,120$9,868 06/30/2023
     IWP102,120$9,868 06/30/2023
Connecticut Wealth Management LLC101,338$9,792 06/30/2023
     IWP101,338$9,792 06/30/2023
RMB Capital Management LLC100,364$9,698 06/30/2023
     IWP100,364$9,698 06/30/2023
Warren Averett Asset Management LLC96,666$9,341 06/30/2023
     IWP96,666$9,341 06/30/2023
Farmers & Merchants Investments Inc.95,889$9,266 06/30/2023
     IWP95,889$9,266 06/30/2023
Johnson Financial Group Inc.94,811$9,162 06/30/2023
     IWP94,811$9,162 06/30/2023
Chicago Wealth Management Inc.93,848$9,069 06/30/2023
     IWP93,848$9,069 06/30/2023
EP Wealth Advisors LLC8,467$8,969 06/30/2023
     IWP8,467$8,969 06/30/2023
Strategic Equity Management92,020$8,892 06/30/2023
     IWP92,020$8,892 06/30/2023
Moneta Group Investment Advisors LLC91,769$8,868 06/30/2023
     IWP91,769$8,868 06/30/2023
Pinnacle Financial Partners Inc.88,769$8,578 06/30/2023
     IWP88,769$8,578 06/30/2023
Assetmark Inc.87,934$8,497 06/30/2023
     IWP87,934$8,497 06/30/2023
Janney Montgomery Scott LLC86,668$8,375 06/30/2023
     IWP86,668$8,375 06/30/2023
Heron Financial Group LLC84,868$8,201 06/30/2023
     IWP84,868$8,201 06/30/2023
Southern Capital Advisors LLC83,676$8,086 06/30/2023
     IWP83,676$8,086 06/30/2023
Ausdal Financial Partners Inc.82,105$7,934 06/30/2023
     IWP82,105$7,934 06/30/2023
Strategic Wealth Partners Group LLC80,358$7,765 06/30/2023
     IWP80,358$7,765 06/30/2023
Pathstone Family Office LLC79,810$7,712 06/30/2023
     IWP79,810$7,712 06/30/2023
Taddei Ludwig & Associates Inc.74,941$7,242 06/30/2023
     IWP74,941$7,242 06/30/2023
Change Path LLC72,770$7,031 06/30/2023
     IWP72,770$7,031 06/30/2023
Cetera Investment Advisers72,139$6,971 06/30/2023
     IWP72,139$6,971 06/30/2023
Tocqueville Asset Management L.P.69,486$6,714 06/30/2023
     IWP69,486$6,714 06/30/2023
Occidental Asset Management LLC68,551$6,624 06/30/2023
     IWP68,551$6,624 06/30/2023
GHP Investment Advisors Inc.68,634$6,538 06/30/2023
     IWP68,634$6,538 06/30/2023
Sequent Asset Management LLC67,320$6,505 06/30/2023
     IWP67,320$6,505 06/30/2023
Coco Enterprises LLC66,750$6,450 06/30/2023
     IWP66,750$6,450 06/30/2023
NorthRock Partners LLC64,956$6,277 06/30/2023
     IWP64,956$6,277 06/30/2023
First Citizens Asset Management Inc.64,858$6,267 06/30/2023
     IWP64,858$6,267 06/30/2023
Mill Creek Capital Advisors LLC64,250$6,208 06/30/2023
     IWP64,250$6,208 06/30/2023
XML Financial LLC63,676$6,153 06/30/2023
     IWP63,676$6,153 06/30/2023
J.W. Cole Advisors Inc.62,307$6,021 06/30/2023
     IWP62,307$6,021 06/30/2023
Tolleson Wealth Management Inc.61,531$5,946 06/30/2023
     IWP61,531$5,946 06/30/2023
United Capital Financial Advisers LLC61,337$5,927 06/30/2023
     IWP61,337$5,927 06/30/2023
First Merchants Corp60,683$5,864 06/30/2023
     IWP60,683$5,864 06/30/2023
Citadel Advisors LLC $5,723 06/30/2023
     Call39,900$3,856 06/30/2023
     IWP20,715$2,002 06/30/2023
     Put1,400$135 06/30/2023
Corundum Group Inc.58,024$5,607 06/30/2023
     IWP58,024$5,607 06/30/2023
Modera Wealth Management LLC56,476$5,457 06/30/2023
     IWP56,476$5,457 06/30/2023
Susquehanna International Group LLP $5,440 06/30/2023
     Call49,300$4,764 06/30/2023
     IWP11,799$1,140 06/30/2023
     Put4,800$464 06/30/2023
Peapack Gladstone Financial Corp55,580$5,371 06/30/2023
     IWP55,580$5,371 06/30/2023
Forte Capital LLC ADV54,289$5,246 06/30/2023
     IWP54,289$5,246 06/30/2023
Crescent Grove Advisors LLC54,028$5,221 06/30/2023
     IWP54,028$5,221 06/30/2023
RNC Capital Management LLC54,012$5,219 06/30/2023
     IWP54,012$5,219 06/30/2023
Fifth Third Securities Inc.53,379$5,158 06/30/2023
     IWP53,379$5,158 06/30/2023
Greenup Street Wealth Management LLC53,293$5,150 06/30/2023
     IWP53,293$5,150 06/30/2023
McAdam LLC52,503$5,073 06/30/2023
     IWP52,503$5,073 06/30/2023
Oppenheimer & Co. Inc.52,437$5,067 06/30/2023
     IWP52,437$5,067 06/30/2023
Stonebridge Capital Advisors LLC52,200$5,044 06/30/2023
     IWP52,200$5,044 06/30/2023
Blair William & Co. IL50,933$4,922 06/30/2023
     IWP50,933$4,922 06/30/2023
First Horizon Advisors Inc.50,712$4,900 06/30/2023
     IWP50,712$4,900 06/30/2023
Lee Financial Co50,570$4,887 06/30/2023
     IWP50,570$4,887 06/30/2023
Avantax Advisory Services Inc.50,070$4,838 06/30/2023
     IWP50,070$4,838 06/30/2023
Sawtooth Solutions LLC49,447$4,778 06/30/2023
     IWP49,447$4,778 06/30/2023
Vance Wealth Inc.48,611$4,697 06/30/2023
     IWP48,611$4,697 06/30/2023
CI Private Wealth LLC48,548$4,691 06/30/2023
     IWP48,548$4,691 06/30/2023
Sowell Financial Services LLC48,530$4,690 06/30/2023
     IWP48,530$4,690 06/30/2023
Voya Investment Management LLC48,311$4,668 06/30/2023
     IWP48,311$4,668 06/30/2023
Financial Engines Advisors L.L.C.48,205$4,658 06/30/2023
     IWP48,205$4,658 06/30/2023
Powell Investment Advisors LLC48,016$4,640 06/30/2023
     IWP48,016$4,640 06/30/2023
Condor Capital Management47,388$4,579 06/30/2023
     IWP47,388$4,579 06/30/2023
Great Valley Advisor Group Inc.47,311$4,572 06/30/2023
     IWP47,311$4,572 06/30/2023
Mercer Global Advisors Inc. ADV46,146$4,459 06/30/2023
     IWP46,146$4,459 06/30/2023
Conning Inc.45,977$4,443 06/30/2023
     IWP45,977$4,443 06/30/2023
Berkshire Bank45,496$4,396 06/30/2023
     IWP45,496$4,396 06/30/2023
Jefferies Financial Group Inc.44,009$4,253 06/30/2023
     IWP44,009$4,253 06/30/2023
CENTRAL TRUST Co43,999$4,252 06/30/2023
     IWP43,999$4,252 06/30/2023
WealthShield Partners LLC43,177$4,172 06/30/2023
     IWP43,177$4,172 06/30/2023
HM Payson & Co.43,131$4,168 06/30/2023
     IWP43,131$4,168 06/30/2023
Platte River Wealth Advisors LLC42,316$4,089 06/30/2023
     IWP42,316$4,089 06/30/2023
McKinley Carter Wealth Services Inc.42,287$4,086 06/30/2023
     IWP42,287$4,086 06/30/2023
Investment Partners LTD.42,274$4,085 06/30/2023
     IWP42,274$4,085 06/30/2023
Clear Harbor Asset Management LLC41,413$4,002 06/30/2023
     IWP41,413$4,002 06/30/2023
Whitaker Myers Wealth Managers LTD.41,368$3,997 06/30/2023
     IWP41,368$3,997 06/30/2023
Southern Wealth Management LLP43,275$3,940 03/31/2023
     IWP43,275$3,940 03/31/2023
CWM LLC40,645$3,927 06/30/2023
     IWP40,645$3,927 06/30/2023
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.40,057$3,871 06/30/2023
     IWP40,057$3,871 06/30/2023
Lido Advisors LLC39,104$3,779 06/30/2023
     IWP39,104$3,779 06/30/2023
Mainsail Financial Group LLC38,673$3,737 06/30/2023
     IWP38,673$3,737 06/30/2023
Nwam LLC38,647$3,735 06/30/2023
     IWP38,647$3,735 06/30/2023
Citigroup Inc.38,240$3,695 06/30/2023
     IWP38,240$3,695 06/30/2023
Vanguard Group Inc.37,685$3,642 06/30/2023
     IWP37,685$3,642 06/30/2023
Stratos Wealth Partners LTD.37,512$3,625 06/30/2023
     IWP37,512$3,625 06/30/2023
Elevated Capital Advisors LLC36,916$3,567 06/30/2023
     IWP36,916$3,567 06/30/2023
Amarillo National Bank36,548$3,532 06/30/2023
     IWP36,548$3,532 06/30/2023
Huntington National Bank36,390$3,516 06/30/2023
     IWP36,390$3,516 06/30/2023
Virtue Capital Management LLC36,201$3,479 06/30/2023
     IWP36,201$3,479 06/30/2023
Coldstream Capital Management Inc.35,790$3,458 06/30/2023
     IWP35,790$3,458 06/30/2023
Courier Capital LLC35,594$3,439 06/30/2023
     IWP35,594$3,439 06/30/2023
Freestone Capital Holdings LLC35,507$3,431 06/30/2023
     IWP35,507$3,431 06/30/2023
Eukles Asset Management34,817$3,364 06/30/2023
     IWP34,817$3,364 06/30/2023
9258 Wealth Management LLC34,816$3,364 06/30/2023
     IWP34,816$3,364 06/30/2023
TAGStone Capital Inc.34,798$3,362 06/30/2023
     IWP34,798$3,362 06/30/2023
Widmann Financial Services Inc.34,026$3,288 06/30/2023
     IWP34,026$3,288 06/30/2023
KMG Fiduciary Partners LLC33,914$3,277 06/30/2023
     IWP33,914$3,277 06/30/2023
Atria Wealth Solutions Inc.33,795$3,266 06/30/2023
     IWP33,795$3,266 06/30/2023
Parsec Financial Management Inc.35,856$3,265 03/31/2023
     IWP35,856$3,265 03/31/2023
Claro Advisors LLC33,734$3,260 06/30/2023
     IWP33,734$3,260 06/30/2023
Simplicity Wealth LLC33,415$3,229 06/30/2023
     IWP33,415$3,229 06/30/2023
Imprint Wealth LLC32,178$3,218 06/30/2023
     IWP32,178$3,218 06/30/2023
Atlas Brown Inc.33,238$3,212 06/30/2023
     IWP33,238$3,212 06/30/2023
Mathes Company Inc.33,180$3,206 06/30/2023
     IWP33,180$3,206 06/30/2023
OLD National Bancorp IN32,680$3,158 06/30/2023
     IWP32,680$3,158 06/30/2023
Country Club Bank GFN33,056$3,158 06/30/2023
     IWP33,056$3,158 06/30/2023
Price T Rowe Associates Inc. MD32,352$3,127 06/30/2023
     IWP32,352$3,127 06/30/2023
Windsor Group LTD31,451$3,039 06/30/2023
     IWP31,451$3,039 06/30/2023
Midwest Professional Planners LTD.31,437$3,038 06/30/2023
     IWP31,437$3,038 06/30/2023
Auour Investments LLC31,291$3,024 06/30/2023
     IWP31,291$3,024 06/30/2023
Sigma Planning Corp31,258$3,020 06/30/2023
     IWP31,258$3,020 06/30/2023
Vision Capital Management Inc.31,213$3,016 06/30/2023
     IWP31,213$3,016 06/30/2023
EisnerAmper Wealth Management Corporate Benefits LLC31,198$3,015 06/30/2023
     IWP31,198$3,015 06/30/2023
MV Capital Management Inc.30,825$2,979 06/30/2023
     IWP30,825$2,979 06/30/2023
Transamerica Financial Advisors Inc.30,305$2,929 06/30/2023
     IWP30,305$2,929 06/30/2023
Bessemer Group Inc.29,528$2,854 06/30/2023
     IWP29,528$2,854 06/30/2023
Arcadia Wealth Management LLC29,505$2,851 06/30/2023
     IWP29,505$2,851 06/30/2023
Darwin Advisors LLC28,301$2,772 06/30/2023
     IWP28,301$2,772 06/30/2023
Principal Financial Group Inc.28,629$2,766 06/30/2023
     IWP28,629$2,766 06/30/2023
Cerity Partners LLC28,622$2,765 06/30/2023
     IWP28,622$2,765 06/30/2023
Thrivent Financial for Lutherans28,810$2,757 06/30/2023
     IWP28,810$2,757 06/30/2023
Brighton Jones LLC28,173$2,722 06/30/2023
     IWP28,173$2,722 06/30/2023
Hofer & Associates. Inc28,147$2,720 06/30/2023
     IWP28,147$2,720 06/30/2023
AdvisorNet Financial Inc27,790$2,685 06/30/2023
     IWP27,790$2,685 06/30/2023
Regions Financial Corp27,742$2,681 06/30/2023
     IWP27,742$2,681 06/30/2023
Intrepid Financial Planning Group LLC27,302$2,638 06/30/2023
     IWP27,302$2,638 06/30/2023
IMS Capital Management27,287$2,637 06/30/2023
     IWP27,287$2,637 06/30/2023
Prospera Financial Services Inc27,271$2,636 06/30/2023
     IWP27,271$2,636 06/30/2023
Savant Capital LLC26,835$2,593 06/30/2023
     IWP26,835$2,593 06/30/2023
Eagle Strategies LLC26,664$2,577 06/30/2023
     IWP26,664$2,577 06/30/2023
Glenmede Trust Co. NA27,950$2,545 06/30/2023
     IWP27,950$2,545 06/30/2023
Lowery Thomas LLC26,267$2,538 06/30/2023
     IWP26,267$2,538 06/30/2023
MY Purposeful Wealth CORP.26,226$2,534 06/30/2023
     IWP26,226$2,534 06/30/2023
Dentgroup LLC25,983$2,511 06/30/2023
     IWP25,983$2,511 06/30/2023
FineMark National Bank & Trust25,065$2,422 06/30/2023
     IWP25,065$2,422 06/30/2023
Wesbanco Bank Inc.24,727$2,389 06/30/2023
     IWP24,727$2,389 06/30/2023
Becker Capital Management Inc.24,664$2,383 06/30/2023
     IWP24,664$2,383 06/30/2023
RSM US Wealth Management LLC24,539$2,371 06/30/2023
     IWP24,539$2,371 06/30/2023
Insight 2811 Inc.24,092$2,328 06/30/2023
     IWP24,092$2,328 06/30/2023
Financial Counselors Inc.24,065$2,325 06/30/2023
     IWP24,065$2,325 06/30/2023
Glenview Trust Co23,958$2,315 06/30/2023
     IWP23,958$2,315 06/30/2023
First National Trust Co23,935$2,313 06/30/2023
     IWP23,935$2,313 06/30/2023
Buckingham Strategic Wealth LLC23,796$2,299 06/30/2023
     IWP23,796$2,299 06/30/2023
Pinnacle Associates Ltd.23,561$2,277 06/30/2023
     IWP23,561$2,277 06/30/2023
Y Intercept Hong Kong Ltd23,490$2,270 06/30/2023
     IWP23,490$2,270 06/30/2023
Canada Pension Plan Investment Board23,000$2,222 06/30/2023
     IWP23,000$2,222 06/30/2023
Brown Advisory Inc.22,851$2,208 06/30/2023
     IWP22,851$2,208 06/30/2023
Park Avenue Securities LLC22,822$2,205 06/30/2023
     IWP22,822$2,205 06/30/2023
Cresset Asset Management LLC22,762$2,200 06/30/2023
     IWP22,762$2,200 06/30/2023
Qube Research & Technologies Ltd7,910$2,177 06/30/2023
     IWP7,910$2,177 06/30/2023
Colony Group LLC22,497$2,174 06/30/2023
     IWP22,497$2,174 06/30/2023
Stillwater Capital Advisors LLC21,702$2,097 06/30/2023
     IWP21,702$2,097 06/30/2023
Tsfg LLC21,603$2,088 06/30/2023
     IWP21,603$2,088 06/30/2023
Wilbanks Smith & Thomas Asset Management LLC21,581$2,085 06/30/2023
     IWP21,581$2,085 06/30/2023
Atlantic Union Bankshares Corp21,205$2,049 06/30/2023
     IWP21,205$2,049 06/30/2023
Lincoln National Corp20,774$2,007 06/30/2023
     IWP20,774$2,007 06/30/2023
Beacon Pointe Advisors LLC20,747$2,005 06/30/2023
     IWP20,747$2,005 06/30/2023
Total Clarity Wealth Management Inc.20,689$1,999 06/30/2023
     IWP20,689$1,999 06/30/2023
Alpine Global Management LLC20,596$1,990 06/30/2023
     IWP20,596$1,990 06/30/2023
MCF Advisors LLC20,564$1,987 06/30/2023
     IWP20,564$1,987 06/30/2023
Financial Partners Group Inc20,631$1,987 06/30/2023
     IWP20,631$1,987 06/30/2023
Allspring Global Investments Holdings LLC20,554$1,986 06/30/2023
     IWP20,554$1,986 06/30/2023
Kayne Anderson Rudnick Investment Management LLC20,303$1,962 06/30/2023
     IWP20,303$1,962 06/30/2023
Sequoia Financial Advisors LLC20,120$1,944 06/30/2023
     IWP20,120$1,944 06/30/2023
Argent Trust Co20,098$1,942 06/30/2023
     IWP20,098$1,942 06/30/2023
Tempus Wealth Planning LLC20,098$1,942 06/30/2023
     IWP20,098$1,942 06/30/2023
IFP Advisors Inc19,982$1,931 06/30/2023
     IWP19,982$1,931 06/30/2023
Integrated Wealth Concepts LLC19,919$1,925 06/30/2023
     IWP19,919$1,925 06/30/2023
Sierra Capital LLC19,688$1,902 06/30/2023
     IWP19,688$1,902 06/30/2023
Investments & Financial Planning LLC19,521$1,886 06/30/2023
     IWP19,521$1,886 06/30/2023
Broadleaf Partners LLC19,458$1,880 06/30/2023
     IWP19,458$1,880 06/30/2023
Veritable L.P.19,386$1,873 06/30/2023
     IWP19,386$1,873 06/30/2023
Horst & Graben Wealth Management LLC18,914$1,828 06/30/2023
     IWP18,914$1,828 06/30/2023
Intergy Private Wealth LLC18,906$1,827 06/30/2023
     IWP18,906$1,827 06/30/2023
Biondo Investment Advisors LLC18,744$1,811 06/30/2023
     IWP18,744$1,811 06/30/2023
Global Trust Asset Management LLC18,257$1,764 06/30/2023
     IWP18,257$1,764 06/30/2023
Tennessee Valley Asset Management Partners18,148$1,754 06/30/2023
     IWP18,148$1,754 06/30/2023
Sage Financial Group Inc.17,967$1,736 06/30/2023
     IWP17,967$1,736 06/30/2023
Geneos Wealth Management Inc.17,612$1,702 06/30/2023
     IWP17,612$1,702 06/30/2023
BEAM Asset Management LLC17,607$1,701 06/30/2023
     IWP17,607$1,701 06/30/2023
Shakespeare Wealth Management Inc.17,535$1,694 06/30/2023
     IWP17,535$1,694 06/30/2023
Sandy Spring Bank17,090$1,651 06/30/2023
     IWP17,090$1,651 06/30/2023
Personal Resources Investment & Strategic Management Inc.16,974$1,640 06/30/2023
     IWP16,974$1,640 06/30/2023
Franklin Resources Inc.16,956$1,638 06/30/2023
     IWP16,956$1,638 06/30/2023
Sontag Advisory LLC16,895$1,633 06/30/2023
     IWP16,895$1,633 06/30/2023
Saxon Interests Inc.16,903$1,633 06/30/2023
     IWP16,903$1,633 06/30/2023
Oak Harbor Wealth Partners LLC16,866$1,630 06/30/2023
     IWP16,866$1,630 06/30/2023
Global Retirement Partners LLC16,857$1,629 06/30/2023
     IWP16,857$1,629 06/30/2023
Peloton Wealth Strategists16,848$1,628 06/30/2023
     IWP16,848$1,628 06/30/2023
Lion Street Advisors LLC13,464$1,617 06/30/2023
     IWP13,464$1,617 06/30/2023
Harbor Investment Advisory LLC16,638$1,608 06/30/2023
     IWP16,638$1,608 06/30/2023
Nadler Financial Group Inc.16,625$1,606 06/30/2023
     IWP16,625$1,606 06/30/2023
Coppell Advisory Solutions LLC16,808$1,606 06/30/2023
     IWP16,808$1,606 06/30/2023
Adviser Investments LLC16,251$1,570 06/30/2023
     IWP16,251$1,570 06/30/2023
Castleark Management LLC16,000$1,546 06/30/2023
     IWP16,000$1,546 06/30/2023
Kanawha Capital Management LLC15,974$1,544 06/30/2023
     IWP15,974$1,544 06/30/2023
Segall Bryant & Hamill LLC15,917$1,538 06/30/2023
     IWP15,917$1,538 06/30/2023
Global Strategic Investment Solutions LLC15,909$1,537 06/30/2023
     IWP15,909$1,537 06/30/2023
Natixis Advisors L.P.15,842$1,531 06/30/2023
     IWP15,842$1,531 06/30/2023
Rathbone Brothers plc15,745$1,521 06/30/2023
     IWP15,745$1,521 06/30/2023
Harbour Investments Inc.15,659$1,513 06/30/2023
     IWP15,659$1,513 06/30/2023
Thomasville National Bank15,630$1,510 06/30/2023
     IWP15,630$1,510 06/30/2023
Kingdom Financial Group LLC.15,599$1,507 06/30/2023
     IWP15,599$1,507 06/30/2023
Bank of Hawaii15,459$1,494 06/30/2023
     IWP15,459$1,494 06/30/2023
Western Wealth Management LLC15,307$1,479 06/30/2023
     IWP15,307$1,479 06/30/2023
First National Bank Sioux Falls15,290$1,477 06/30/2023
     IWP15,290$1,477 06/30/2023
Baystate Wealth Management LLC15,240$1,473 06/30/2023
     IWP15,240$1,473 06/30/2023
JNB Advisors LLC14,806$1,431 06/30/2023
     IWP14,806$1,431 06/30/2023
Keel Point LLC14,517$1,403 06/30/2023
     IWP14,517$1,403 06/30/2023
Jane Street Group LLC14,417$1,393 06/30/2023
     IWP14,417$1,393 06/30/2023
Cordatus Wealth Management LLC14,325$1,384 06/30/2023
     IWP14,325$1,384 06/30/2023
Alesco Advisors LLC14,300$1,382 06/30/2023
     IWP14,300$1,382 06/30/2023
Atria Investments LLC14,261$1,378 06/30/2023
     IWP14,261$1,378 06/30/2023
TBH Global Asset Management LLC14,182$1,370 06/30/2023
     IWP14,182$1,370 06/30/2023
Ameritas Advisory Services LLC14,165$1,349 06/30/2023
     IWP14,165$1,349 06/30/2023
Kingsview Wealth Management LLC13,938$1,347 06/30/2023
     IWP13,938$1,347 06/30/2023
Dominguez Wealth Management Solutions Inc.13,836$1,337 06/30/2023
     IWP13,836$1,337 06/30/2023
First National Bank of Omaha13,783$1,332 06/30/2023
     IWP13,783$1,332 06/30/2023
Highland Capital Management LLC13,725$1,326 06/30/2023
     IWP13,725$1,326 06/30/2023
Brookstone Capital Management13,882$1,323 06/30/2023
     IWP13,882$1,323 06/30/2023
Silvercrest Asset Management Group LLC13,672$1,321 06/30/2023
     IWP13,672$1,321 06/30/2023
Bleakley Financial Group LLC13,629$1,317 06/30/2023
     IWP13,629$1,317 06/30/2023
Park Place Capital Corp13,595$1,314 06/30/2023
     IWP13,595$1,314 06/30/2023
Taylor & Morgan Wealth Management LLC13,589$1,313 06/30/2023
     IWP13,589$1,313 06/30/2023
Atlantic Trust LLC13,563$1,311 06/30/2023
     IWP13,563$1,311 06/30/2023
Ritter Daniher Financial Advisory LLC DE13,531$1,308 06/30/2023
     IWP13,531$1,308 06/30/2023
Venture Visionary Partners LLC13,491$1,304 06/30/2023
     IWP13,491$1,304 06/30/2023
Summit Financial Group Inc.13,472$1,302 06/30/2023
     IWP13,472$1,302 06/30/2023
Fidelis Capital Partners LLC13,453$1,300 06/30/2023
     IWP13,453$1,300 06/30/2023
Sax Wealth Advisors LLC13,220$1,277 06/30/2023
     IWP13,220$1,277 06/30/2023
Rehmann Capital Advisory Group13,208$1,276 06/30/2023
     IWP13,208$1,276 06/30/2023
Perennial Investment Advisors LLC13,101$1,266 06/30/2023
     IWP13,101$1,266 06/30/2023
Sound View Wealth Advisors Group LLC13,027$1,259 06/30/2023
     IWP13,027$1,259 06/30/2023
Etfidea LLC13,025$1,259 06/30/2023
     IWP13,025$1,259 06/30/2023
Levin Easterly Partners LLC13,791$1,256 03/31/2023
     IWP13,791$1,256 03/31/2023
Proequities Inc.12,962$1,253 06/30/2023
     IWP12,962$1,253 06/30/2023
BTC Capital Management Inc.12,946$1,251 06/30/2023
     IWP12,946$1,251 06/30/2023
Financial Freedom LLC12,942$1,251 06/30/2023
     IWP12,942$1,251 06/30/2023
ERTS Wealth Advisors LLC12,693$1,227 06/30/2023
     IWP12,693$1,227 06/30/2023
Renasant Bank12,664$1,224 06/30/2023
     IWP12,664$1,224 06/30/2023
Stock Yards Bank & Trust Co.12,592$1,217 06/30/2023
     IWP12,592$1,217 06/30/2023
D.A. Davidson & CO.12,538$1,212 06/30/2023
     IWP12,538$1,212 06/30/2023
Richard W. Paul & Associates LLC12,548$1,212 06/30/2023
     IWP12,548$1,212 06/30/2023
Atticus Wealth Management LLC12,493$1,207 06/30/2023
     IWP12,493$1,207 06/30/2023
Aspiriant LLC12,401$1,198 06/30/2023
     IWP12,401$1,198 06/30/2023
StoneX Group Inc.12,320$1,190 06/30/2023
     IWP12,320$1,190 06/30/2023
Prime Capital Investment Advisors LLC12,121$1,171 06/30/2023
     IWP12,121$1,171 06/30/2023
Aprio Wealth Management LLC12,113$1,170 06/30/2023
     IWP12,113$1,170 06/30/2023
Reynders McVeigh Capital Management LLC12,038$1,163 06/30/2023
     IWP12,038$1,163 06/30/2023
Miracle Mile Advisors LLC11,973$1,157 06/30/2023
     IWP11,973$1,157 06/30/2023
Luts & Greenleigh Group Inc.11,894$1,149 06/30/2023
     IWP11,894$1,149 06/30/2023
Advisors Capital Management LLC11,855$1,146 06/30/2023
     IWP11,855$1,146 06/30/2023
Glass Jacobson Investment Advisors llc11,830$1,143 06/30/2023
     IWP11,830$1,143 06/30/2023
Olistico Wealth LLC11,792$1,140 06/30/2023
     IWP11,792$1,140 06/30/2023
LeJeune Puetz Investment Counsel LLC12,500$1,138 03/31/2023
     IWP12,500$1,138 03/31/2023
Chicago Partners Investment Group LLC11,651$1,134 06/30/2023
     IWP11,651$1,134 06/30/2023
Ballew Advisors Inc11,577$1,134 06/30/2023
     IWP11,577$1,134 06/30/2023
Carl P. Sherr & Co. LLC11,515$1,113 06/30/2023
     IWP11,515$1,113 06/30/2023
Alliancebernstein L.P.11,505$1,112 06/30/2023
     IWP11,505$1,112 06/30/2023
Arkadios Wealth Advisors11,458$1,107 06/30/2023
     IWP11,458$1,107 06/30/2023
American International Group Inc.11,400$1,102 06/30/2023
     IWP11,400$1,102 06/30/2023
James J. Burns & Company LLC11,311$1,092 06/30/2023
     IWP11,311$1,092 06/30/2023
Wedgewood Investors Inc. PA11,219$1,084 06/30/2023
     IWP11,219$1,084 06/30/2023
Cranbrook Wealth Management LLC10,967$1,060 06/30/2023
     IWP10,967$1,060 06/30/2023
Golden State Equity Partners10,856$1,049 06/30/2023
     IWP10,856$1,049 06/30/2023
Financial Advisory Service Inc.10,799$1,044 06/30/2023
     IWP10,799$1,044 06/30/2023
Kovitz Investment Group Partners LLC10,755$1,039 06/30/2023
     IWP10,755$1,039 06/30/2023
BancorpSouth Bank10,745$1,038 06/30/2023
     IWP10,745$1,038 06/30/2023
Renaissance Technologies LLC10,700$1,034 06/30/2023
     IWP10,700$1,034 06/30/2023
BHK Investment Advisors LLC10,700$1,034 06/30/2023
     IWP10,700$1,034 06/30/2023
Whittier Trust Co.10,601$1,024 06/30/2023
     IWP10,601$1,024 06/30/2023
IHT Wealth Management LLC10,557$1,020 06/30/2023
     IWP10,557$1,020 06/30/2023
Orin Green Financial LLC10,451$1,010 06/30/2023
     IWP10,451$1,010 06/30/2023
Holland Advisory Services Inc.10,330$998 06/30/2023
     IWP10,330$998 06/30/2023
Mission Wealth Management LP10,284$994 06/30/2023
     IWP10,284$994 06/30/2023
AJ Wealth Strategies LLC10,225$988 06/30/2023
     IWP10,225$988 06/30/2023
Smith Salley & Associates10,209$986 06/30/2023
     IWP10,209$986 06/30/2023
Tiedemann Advisors LLC10,115$977 06/30/2023
     IWP10,115$977 06/30/2023
Ellerson Group Inc. ADV10,020$968 06/30/2023
     IWP10,020$968 06/30/2023
Key Financial Inc9,985$965 06/30/2023
     IWP9,985$965 06/30/2023
FDx Advisors Inc.9,900$957 06/30/2023
     IWP9,900$957 06/30/2023
Wealth Management Partners LLC9,894$956 06/30/2023
     IWP9,894$956 06/30/2023
PACK Private Wealth LLC9,865$953 06/30/2023
     IWP9,865$953 06/30/2023
Eldridge Investment Advisors Inc.9,823$949 06/30/2023
     IWP9,823$949 06/30/2023
Fiduciary Trust Co.9,810$948 06/30/2023
     IWP9,810$948 06/30/2023
EPG Wealth Management LLC9,808$948 06/30/2023
     IWP9,808$948 06/30/2023
Private Trust Co. NA9,795$946 06/30/2023
     IWP9,795$946 06/30/2023
Brickley Wealth Management9,749$942 06/30/2023
     IWP9,749$942 06/30/2023
Affiance Financial LLC9,734$941 06/30/2023
     IWP9,734$941 06/30/2023
BDO Wealth Advisors LLC9,718$939 06/30/2023
     IWP9,718$939 06/30/2023
Bradley Foster & Sargent Inc. CT9,699$937 06/30/2023
     IWP9,699$937 06/30/2023
Advisory Services Network LLC9,633$931 06/30/2023
     IWP9,633$931 06/30/2023
Townsquare Capital LLC9,987$909 03/31/2023
     IWP9,987$909 03/31/2023
Cary Street Partners Asset Management LLC9,388$907 06/30/2023
     IWP9,388$907 06/30/2023
Meridian Wealth Management LLC9,381$906 06/30/2023
     IWP9,381$906 06/30/2023
BRYN MAWR TRUST Co9,345$903 06/30/2023
     IWP9,345$903 06/30/2023
Raymond James Trust N.A.9,211$890 06/30/2023
     IWP9,211$890 06/30/2023
Eqis Capital Management Inc.9,213$890 06/30/2023
     IWP9,213$890 06/30/2023
Lmcg Investments LLC9,094$879 06/30/2023
     IWP9,094$879 06/30/2023
B.O.S.S. Retirement Advisors LLC9,083$878 06/30/2023
     IWP9,083$878 06/30/2023
Eudaimonia Partners LLC9,041$874 06/30/2023
     IWP9,041$874 06/30/2023
Simon Quick Advisors LLC8,807$851 06/30/2023
     IWP8,807$851 06/30/2023
Builder Investment Group Inc. ADV8,510$822 06/30/2023
     IWP8,510$822 06/30/2023
Waypoint Capital Advisors LLC8,466$818 06/30/2023
     IWP8,466$818 06/30/2023
Allworth Financial LP8,452$817 06/30/2023
     IWP8,452$817 06/30/2023
Legal & General Group Plc8,500$812 06/30/2023
     IWP8,500$812 06/30/2023
Capital Analysts LLC8,347$807 06/30/2023
     IWP8,347$807 06/30/2023
Bensler LLC8,222$794 06/30/2023
     IWP8,222$794 06/30/2023
Rebalance LLC8,211$793 06/30/2023
     IWP8,211$793 06/30/2023
M Holdings Securities Inc.8,689$791 03/31/2023
     IWP8,689$791 03/31/2023
Cypress Capital Group8,110$784 06/30/2023
     IWP8,110$784 06/30/2023
BLB&B Advisors LLC8,033$776 06/30/2023
     IWP8,033$776 06/30/2023
Valmark Advisers Inc.7,987$772 06/30/2023
     IWP7,987$772 06/30/2023
AFT Forsyth & Company Inc.7,965$770 06/30/2023
     IWP7,965$770 06/30/2023
Calamos Wealth Management LLC7,947$768 06/30/2023
     IWP7,947$768 06/30/2023
Essex Financial Services Inc.7,929$766 06/30/2023
     IWP7,929$766 06/30/2023
Wolf Group Capital Advisors8,440$766 06/30/2023
     IWP8,440$766 06/30/2023
Pegasus Partners Ltd.7,864$760 06/30/2023
     IWP7,864$760 06/30/2023
Signaturefd LLC7,817$755 06/30/2023
     IWP7,817$755 06/30/2023
Robertson Stephens Wealth Management LLC7,765$750 06/30/2023
     IWP7,765$750 06/30/2023
Capital Group Private Client Services Inc.7,763$750 06/30/2023
     IWP7,763$750 06/30/2023
Cassady Schiller Wealth Management LLC7,734$747 06/30/2023
     IWP7,734$747 06/30/2023
Rockwood Wealth Management LLC7,658$740 06/30/2023
     IWP7,658$740 06/30/2023
Marshall Financial Group Inc. ADV7,651$739 06/30/2023
     IWP7,651$739 06/30/2023
Sweet Financial Partners LLC7,643$739 06/30/2023
     IWP7,643$739 06/30/2023
Haverford Trust Co.7,635$738 06/30/2023
     IWP7,635$738 06/30/2023
Lowe Brockenbrough & Co. Inc.7,576$732 06/30/2023
     IWP7,576$732 06/30/2023
Greenleaf Trust7,514$726 06/30/2023
     IWP7,514$726 06/30/2023
Wintrust Investments LLC7,500$725 06/30/2023
     IWP7,500$725 06/30/2023
Rockland Trust Co.7,485$723 06/30/2023
     IWP7,485$723 06/30/2023
Mutual Advisors LLC7,466$721 06/30/2023
     IWP7,466$721 06/30/2023
RPg Family Wealth Advisory LLC7,387$714 06/30/2023
     IWP7,387$714 06/30/2023
Summit Financial LLC7,394$714 06/30/2023
     IWP7,394$714 06/30/2023
MONECO Advisors LLC7,333$709 06/30/2023
     IWP7,333$709 06/30/2023
Garden State Investment Advisory Services LLC7,338$709 06/30/2023
     IWP7,338$709 06/30/2023
Patten Group Inc.7,312$707 06/30/2023
     IWP7,312$707 06/30/2023
Garrison Point Advisors LLC7,268$702 06/30/2023
     IWP7,268$702 06/30/2023
Legacy Bridge LLC7,224$698 06/30/2023
     IWP7,224$698 06/30/2023
Revolve Wealth Partners LLC7,188$695 06/30/2023
     IWP7,188$695 06/30/2023
Linscomb & Williams Inc.7,174$693 06/30/2023
     IWP7,174$693 06/30/2023
Eudaimonia Advisors LLC7,149$691 06/30/2023
     IWP7,149$691 06/30/2023
Next Capital Management LLC7,144$690 06/30/2023
     IWP7,144$690 06/30/2023
Colonial Trust Co SC7,142$690 06/30/2023
     IWP7,142$690 06/30/2023
Harbour Capital Advisors LLC7,105$685 06/30/2023
     IWP7,105$685 06/30/2023
Nations Financial Group Inc. IA ADV7,061$682 06/30/2023
     IWP7,061$682 06/30/2023
Round Rock Advisors LLC6,986$675 06/30/2023
     IWP6,986$675 06/30/2023
Parallel Advisors LLC6,972$674 06/30/2023
     IWP6,972$674 06/30/2023
Allegheny Financial Group LTD6,865$663 06/30/2023
     IWP6,865$663 06/30/2023
First United Bank Trust6,844$661 06/30/2023
     IWP6,844$661 06/30/2023
Wealthcare Advisory Partners LLC6,843$661 06/30/2023
     IWP6,843$661 06/30/2023
Global Wealth Strategies & Associates6,816$659 06/30/2023
     IWP6,816$659 06/30/2023
Trilogy Capital Inc.6,563$650 06/30/2023
     IWP6,563$650 06/30/2023
Spire Wealth Management6,673$645 06/30/2023
     IWP6,673$645 06/30/2023
Clark Capital Management Group Inc.6,653$643 06/30/2023
     IWP6,653$643 06/30/2023
1ST Source Bank6,610$639 06/30/2023
     IWP6,610$639 06/30/2023
Heritage Wealth Advisors6,495$628 06/30/2023
     IWP6,495$628 06/30/2023
Burt Wealth Advisors6,434$622 06/30/2023
     IWP6,434$622 06/30/2023
Capital Square LLC6,430$621 06/30/2023
     IWP6,430$621 06/30/2023
Financial Alternatives Inc6,421$620 06/30/2023
     IWP6,421$620 06/30/2023
Northeast Financial Consultants Inc6,381$617 06/30/2023
     IWP6,381$617 06/30/2023
Certified Advisory Corp6,363$615 06/30/2023
     IWP6,363$615 06/30/2023
American Trust6,275$606 06/30/2023
     IWP6,275$606 06/30/2023
Fullen Financial Group6,697$601 03/31/2023
     IWP6,697$601 03/31/2023
Cedar Brook Financial Partners LLC6,206$600 06/30/2023
     IWP6,206$600 06/30/2023
Appleton Partners Inc. MA6,174$597 06/30/2023
     IWP6,174$597 06/30/2023
L.M. Kohn & Company6,064$586 06/30/2023
     IWP6,064$586 06/30/2023
NTV Asset Management LLC6,019$582 06/30/2023
     IWP6,019$582 06/30/2023
White Knight Strategic Wealth Advisors LLC6,022$582 06/30/2023
     IWP6,022$582 06/30/2023
South State CORP.6,008$581 06/30/2023
     IWP6,008$581 06/30/2023
Pathway Financial Advisors LLC6,000$580 06/30/2023
     IWP6,000$580 06/30/2023
Magnus Financial Group LLC6,007$580 06/30/2023
     IWP6,007$580 06/30/2023
Viewpoint Capital Management LLC6,000$580 06/30/2023
     IWP6,000$580 06/30/2023
Bedel Financial Consulting Inc.5,986$578 06/30/2023
     IWP5,986$578 06/30/2023
Retirement Income Solutions Inc5,972$577 06/30/2023
     IWP5,972$577 06/30/2023
Private Portfolio Partners LLC5,969$577 06/30/2023
     IWP5,969$577 06/30/2023
Owen LaRue LLC5,963$575 06/30/2023
     IWP5,963$575 06/30/2023
Fifth Third Wealth Advisors LLC5,944$574 06/30/2023
     IWP5,944$574 06/30/2023
Wealthfront Advisers LLC5,904$571 06/30/2023
     IWP5,904$571 06/30/2023
Alaska Permanent Capital Management5,903$570 06/30/2023
     IWP5,903$570 06/30/2023
Cahaba Wealth Management Inc.5,887$569 06/30/2023
     IWP5,887$569 06/30/2023
Global Wealth Management Investment Advisory Inc.5,866$567 06/30/2023
     IWP5,866$567 06/30/2023
BlueSky Wealth Advisors LLC5,850$565 06/30/2023
     IWP5,850$565 06/30/2023
Argent Advisors Inc.5,820$562 06/30/2023
     IWP5,820$562 06/30/2023
One Day In July LLC5,768$557 06/30/2023
     IWP5,768$557 06/30/2023
Oxford Financial Group Ltd.5,674$548 06/30/2023
     IWP5,674$548 06/30/2023
Lazard Asset Management LLC5,661$547 06/30/2023
     IWP5,661$547 06/30/2023
Rossmore Private Capital5,634$544 06/30/2023
     IWP5,634$544 06/30/2023
Foundations Investment Advisors LLC5,599$541 06/30/2023
     IWP5,599$541 06/30/2023
Ruggaard & Associates LLC5,600$541 06/30/2023
     IWP5,600$541 06/30/2023
First Command Bank5,545$536 06/30/2023
     IWP5,545$536 06/30/2023
First Command Financial Services Inc.5,545$536 06/30/2023
     IWP5,545$536 06/30/2023
Ballentine Partners LLC5,511$533 06/30/2023
     IWP5,511$533 06/30/2023
Towercrest Capital Management $532 06/30/2023
     RUSSELL 1000 US1,285$313 06/30/2023
     IWP2,264$219 06/30/2023
Cohen Capital Management Inc.5,499$531 06/30/2023
     IWP5,499$531 06/30/2023
Allen Investment Management LLC5,439$526 06/30/2023
     IWP5,439$526 06/30/2023
Sharkey Howes & Javer5,442$526 06/30/2023
     IWP5,442$526 06/30/2023
Total Wealth Planning LLC5,411$523 06/30/2023
     IWP5,411$523 06/30/2023
Carnegie Capital Asset Management LLC5,330$515 06/30/2023
     IWP5,330$515 06/30/2023
Associated Banc Corp5,296$512 06/30/2023
     IWP5,296$512 06/30/2023
Red Tortoise LLC5,303$512 06/30/2023
     IWP5,303$512 06/30/2023
GYL Financial Synergies LLC5,284$511 06/30/2023
     IWP5,284$511 06/30/2023
WealthPLAN Partners LLC5,266$509 06/30/2023
     IWP5,266$509 06/30/2023
AMJ Financial Wealth Management5,268$509 06/30/2023
     IWP5,268$509 06/30/2023
Putnam FL Investment Management Co.5,260$508 06/30/2023
     IWP5,260$508 06/30/2023
Leavell Investment Management Inc.5,227$505 06/30/2023
     IWP5,227$505 06/30/2023
Bailard Inc.5,198$502 06/30/2023
     IWP5,198$502 06/30/2023
Meridian Management Co.5,200$502 06/30/2023
     IWP5,200$502 06/30/2023
Gratus Capital LLC5,190$502 06/30/2023
     IWP5,190$502 06/30/2023
First Western Trust Bank5,170$500 06/30/2023
     IWP5,170$500 06/30/2023
Financial Insights Inc.5,485$499 03/31/2023
     IWP5,485$499 03/31/2023
V Wealth Advisors LLC5,089$492 06/30/2023
     IWP5,089$492 06/30/2023
United Capital Management of KS Inc.5,086$491 06/30/2023
     IWP5,086$491 06/30/2023
Viawealth LLC5,086$491 06/30/2023
     IWP5,086$491 06/30/2023
Whittier Trust Co. of Nevada Inc.5,076$490 06/30/2023
     IWP5,076$490 06/30/2023
Gilbert & Cook Inc.5,066$490 06/30/2023
     IWP5,066$490 06/30/2023
Prestige Wealth Management Group LLC5,072$490 06/30/2023
     IWP5,072$490 06/30/2023
Cornerstone Wealth Management LLC5,042$487 06/30/2023
     IWP5,042$487 06/30/2023
Manchester Capital Management LLC5,014$485 06/30/2023
     IWP5,014$485 06/30/2023
Investmark Advisory Group LLC4,980$481 06/30/2023
     IWP4,980$481 06/30/2023
Essex Savings Bank4,972$480 06/30/2023
     IWP4,972$480 06/30/2023
Perigon Wealth Management LLC4,952$479 06/30/2023
     IWP4,952$479 06/30/2023
Davis R M Inc.4,934$477 06/30/2023
     IWP4,934$477 06/30/2023
Cooper Financial Group4,919$475 06/30/2023
     IWP4,919$475 06/30/2023
Oliver Lagore Vanvalin Investment Group4,919$475 06/30/2023
     IWP4,919$475 06/30/2023
Aire Advisors LLC4,880$472 06/30/2023
     IWP4,880$472 06/30/2023
Transcend Wealth Collective LLC4,868$470 06/30/2023
     IWP4,868$470 06/30/2023
Providence Capital Advisors LLC4,808$465 06/30/2023
     IWP4,808$465 06/30/2023
Integrated Advisors Network LLC4,801$464 06/30/2023
     IWP4,801$464 06/30/2023
Evoke Wealth LLC4,767$461 06/30/2023
     IWP4,767$461 06/30/2023
First International Bank & Trust4,745$459 06/30/2023
     IWP4,745$459 06/30/2023
Washington Trust Bank4,727$457 06/30/2023
     IWP4,727$457 06/30/2023
Flagship Private Wealth LLC4,707$455 06/30/2023
     IWP4,707$455 06/30/2023
HBK Sorce Advisory LLC4,696$454 06/30/2023
     IWP4,696$454 06/30/2023
Ropes Wealth Advisors LLC4,693$453 06/30/2023
     IWP4,693$453 06/30/2023
Girard Partners LTD.4,676$452 06/30/2023
     IWP4,676$452 06/30/2023
Principle Wealth Partners LLC4,670$451 06/30/2023
     IWP4,670$451 06/30/2023
Baldwin Brothers Inc. MA4,659$450 06/30/2023
     IWP4,659$450 06/30/2023
Maryland Capital Advisors Inc.4,656$450 06/30/2023
     IWP4,656$450 06/30/2023
Mosaic Family Wealth Partners LLC4,660$450 06/30/2023
     IWP4,660$450 06/30/2023
Callan Family Office LLC4,633$448 06/30/2023
     IWP4,633$448 06/30/2023
Values Added Financial LLC4,603$445 06/30/2023
     IWP4,603$445 06/30/2023
Jackson Hole Capital Partners LLC4,599$444 06/30/2023
     IWP4,599$444 06/30/2023
Level Four Advisory Services LLC4,538$438 06/30/2023
     IWP4,538$438 06/30/2023
Simplex Trading LLC4,521$436 06/30/2023
     IWP4,521$436 06/30/2023
Strategic Financial Concepts LLC4,508$436 06/30/2023
     IWP4,508$436 06/30/2023
Iron Financial LLC4,458$431 06/30/2023
     IWP4,458$431 06/30/2023
Liberty Capital Management Inc.4,410$426 06/30/2023
     IWP4,410$426 06/30/2023
Stegner Investment Associates Inc.4,405$426 06/30/2023
     IWP4,405$426 06/30/2023
Diversified Trust Co4,264$412 06/30/2023
     IWP4,264$412 06/30/2023
Trail Ridge Investment Advisors LLC4,264$412 06/30/2023
     IWP4,264$412 06/30/2023
Cary Street Partners Investment Advisory LLC4,255$411 06/30/2023
     IWP4,255$411 06/30/2023
Bragg Financial Advisors Inc4,229$409 06/30/2023
     IWP4,229$409 06/30/2023
DAVENPORT & Co LLC4,218$408 06/30/2023
     IWP4,218$408 06/30/2023
Stephenson National Bank & Trust4,225$408 06/30/2023
     IWP4,225$408 06/30/2023
CIBC World Markets Inc.4,221$408 06/30/2023
     IWP4,221$408 06/30/2023
Vaughan David Investments LLC IL4,147$401 06/30/2023
     IWP4,147$401 06/30/2023
Fingerlakes Wealth Management Inc.4,147$401 06/30/2023
     IWP4,147$401 06/30/2023
Pointe Capital Management LLC4,087$395 06/30/2023
     IWP4,087$395 06/30/2023
Congress Wealth Management LLC DE 4,077$394 06/30/2023
     IWP4,077$394 06/30/2023
Lodestar Private Asset Management LLC4,044$391 06/30/2023
     IWP4,044$391 06/30/2023
Vista Wealth Management Group LLC4,000$387 06/30/2023
     IWP4,000$387 06/30/2023
Icon Wealth Partners LLC4,234$385 03/31/2023
     IWP4,234$385 03/31/2023
Berkshire Asset Management LLC PA3,978$384 06/30/2023
     IWP3,978$384 06/30/2023
Meitav Dash Investments Ltd.3,962$383 06/30/2023
     IWP3,962$383 06/30/2023
Paragon Financial Partners Inc.3,924$379 06/30/2023
     IWP3,924$379 06/30/2023
Founders Financial Securities LLC3,905$377 06/30/2023
     IWP3,905$377 06/30/2023
SkyOak Wealth LLC3,897$377 06/30/2023
     IWP3,897$377 06/30/2023
Rhumbline Advisers3,896$376 06/30/2023
     IWP3,896$376 06/30/2023
Signature Securities Group Corporation3,845$372 06/30/2023
     IWP3,845$372 06/30/2023
Wealth Alliance3,825$370 06/30/2023
     IWP3,825$370 06/30/2023
True North Advisors LLC3,817$369 06/30/2023
     IWP3,817$369 06/30/2023
Regal Investment Advisors LLC3,810$368 06/30/2023
     IWP3,810$368 06/30/2023
Trust Co. of Vermont3,794$367 06/30/2023
     IWP3,794$367 06/30/2023
Legacy Trust3,770$364 06/30/2023
     IWP3,770$364 06/30/2023
Element Wealth LLC3,753$363 06/30/2023
     IWP3,753$363 06/30/2023
Middleton & Co Inc MA3,742$362 06/30/2023
     IWP3,742$362 06/30/2023
Signet Financial Management LLC3,738$361 06/30/2023
     IWP3,738$361 06/30/2023
Tranquility Partners LLC3,740$361 06/30/2023
     IWP3,740$361 06/30/2023
Walled Lake Planning & Wealth Management LLC3,735$361 06/30/2023
     IWP3,735$361 06/30/2023
Sage Capital Advisors llc3,728$360 06/30/2023
     IWP3,728$360 06/30/2023
Papp L Roy & Associates3,720$359 06/30/2023
     IWP3,720$359 06/30/2023
Texas Capital Bank Wealth Management Services Inc.3,711$359 06/30/2023
     IWP3,711$359 06/30/2023
Smith Moore & CO.3,705$358 06/30/2023
     IWP3,705$358 06/30/2023
Orgel Wealth Management LLC3,705$358 06/30/2023
     IWP3,705$358 06/30/2023
Wealth Enhancement Advisory Services LLC3,689$356 06/30/2023
     IWP3,689$356 06/30/2023
Ullmann Financial Group Inc.3,627$350 06/30/2023
     IWP3,627$350 06/30/2023
Maltin Wealth Management Inc.3,627$350 06/30/2023
     IWP3,627$350 06/30/2023
HFG Advisors Inc.3,600$348 06/30/2023
     IWP3,600$348 06/30/2023
Paladin Advisory Group LLC3,590$347 06/30/2023
     IWP3,590$347 06/30/2023
Halpern Financial Inc.3,596$347 06/30/2023
     IWP3,596$347 06/30/2023
Capital Asset Advisory Services LLC3,493$346 06/30/2023
     IWP3,493$346 06/30/2023
Sage Mountain Advisors LLC3,579$346 06/30/2023
     IWP3,579$346 06/30/2023
Eastern Bank3,505$339 06/30/2023
     IWP3,505$339 06/30/2023
Legacy Advisors LLC3,508$339 06/30/2023
     IWP3,508$339 06/30/2023
Cherry Tree Wealth Management LLC3,504$339 06/30/2023
     IWP3,504$339 06/30/2023
Resources Investment Advisors LLC.3,456$334 06/30/2023
     IWP3,456$334 06/30/2023
Wittenberg Investment Management Inc.3,453$334 06/30/2023
     IWP3,453$334 06/30/2023
Private Capital Management LLC3,452$334 06/30/2023
     IWP3,452$334 06/30/2023
Mitchell Mcleod Pugh & Williams Inc.3,427$331 06/30/2023
     IWP3,427$331 06/30/2023
King Luther Capital Management Corp3,350$324 06/30/2023
     IWP3,350$324 06/30/2023
MAS Advisors LLC3,356$324 06/30/2023
     IWP3,356$324 06/30/2023
Quadrant Capital Group LLC3,340$323 06/30/2023
     IWP3,340$323 06/30/2023
Armor Investment Advisors LLC3,347$323 06/30/2023
     IWP3,347$323 06/30/2023
TNF LLC3,342$323 06/30/2023
     IWP3,342$323 06/30/2023
White Pine Capital LLC3,322$321 06/30/2023
     IWP3,322$321 06/30/2023
Fundamentun LLC3,302$319 06/30/2023
     IWP3,302$319 06/30/2023
Oxbow Advisors LLC3,280$317 06/30/2023
     IWP3,280$317 06/30/2023
Green Harvest Asset Management LLC3,280$317 06/30/2023
     IWP3,280$317 06/30/2023
Peterson Financial Group Inc.3,272$316 06/30/2023
     IWP3,272$316 06/30/2023
Old North State Trust LLC3,239$313 06/30/2023
     IWP3,239$313 06/30/2023
Arete Wealth Advisors LLC3,214$311 06/30/2023
     IWP3,214$311 06/30/2023
Verdence Capital Advisors LLC3,203$309 06/30/2023
     IWP3,203$309 06/30/2023
Garrett Investment Advisors LLC3,200$309 06/30/2023
     IWP3,200$309 06/30/2023
Prosperity Planning Inc.3,201$309 06/30/2023
     IWP3,201$309 06/30/2023
Parsons Capital Management Inc. RI3,186$308 06/30/2023
     IWP3,186$308 06/30/2023
Dana Investment Advisors Inc.3,163$306 06/30/2023
     IWP3,163$306 06/30/2023
David Loasby3,208$305 06/30/2023
     IWP3,208$305 06/30/2023
Smithfield Trust Co.3,144$304 06/30/2023
     IWP3,144$304 06/30/2023
Bourgeon Capital Management LLC3,151$304 06/30/2023
     IWP3,151$304 06/30/2023
Financial Advocates Investment Management3,134$303 06/30/2023
     IWP3,134$303 06/30/2023
Madison Asset Management LLC3,128$302 06/30/2023
     IWP3,128$302 06/30/2023
Ancora Advisors LLC3,121$302 06/30/2023
     IWP3,121$302 06/30/2023
Fiera Capital Corp3,126$302 06/30/2023
     IWP3,126$302 06/30/2023
Valeo Financial Advisors LLC3,128$302 06/30/2023
     IWP3,128$302 06/30/2023
WealthTrust Axiom LLC3,116$301 06/30/2023
     IWP3,116$301 06/30/2023
Capital Advisors Ltd. LLC3,108$300 06/30/2023
     IWP3,108$300 06/30/2023
Texas Yale Capital Corp.3,090$299 06/30/2023
     IWP3,090$299 06/30/2023
White Lighthouse Investment Management Inc.3,080$298 06/30/2023
     IWP3,080$298 06/30/2023
Empower Advisory Group LLC3,061$296 06/30/2023
     IWP3,061$296 06/30/2023
Carolinas Wealth Consulting LLC3,056$295 06/30/2023
     IWP3,056$295 06/30/2023
Grimes & Company Inc.3,018$292 06/30/2023
     IWP3,018$292 06/30/2023
Emfo LLC2,988$289 06/30/2023
     IWP2,988$289 06/30/2023
Boston Private Wealth LLC2,979$288 06/30/2023
     IWP2,979$288 06/30/2023
Brown Brothers Harriman & Co.2,974$287 06/30/2023
     IWP2,974$287 06/30/2023
Pure Financial Advisors Inc.2,972$287 06/30/2023
     IWP2,972$287 06/30/2023
Syntegra Private Wealth Group LLC2,950$285 06/30/2023
     IWP2,950$285 06/30/2023
Pinnacle Wealth Management Advisory Group LLC2,925$283 06/30/2023
     IWP2,925$283 06/30/2023
Redhawk Wealth Advisors Inc.2,923$282 06/30/2023
     IWP2,923$282 06/30/2023
Csenge Advisory Group2,885$279 06/30/2023
     IWP2,885$279 06/30/2023
Cahill Wealth Management LLC2,862$277 06/30/2023
     IWP2,862$277 06/30/2023
Carlton Hofferkamp & Jenks Wealth Management LLC2,862$276 06/30/2023
     IWP2,862$276 06/30/2023
KilterHowling LLC2,848$275 06/30/2023
     IWP2,848$275 06/30/2023
David J Yvars Group2,876$275 06/30/2023
     IWP2,876$275 06/30/2023
Unionview LLC2,831$274 06/30/2023
     IWP2,831$274 06/30/2023
Sage Rhino Capital LLC2,810$272 06/30/2023
     IWP2,810$272 06/30/2023
Belpointe Asset Management LLC2,781$269 06/30/2023
     IWP2,781$269 06/30/2023
Busey Wealth Management2,760$267 06/30/2023
     IWP2,760$267 06/30/2023
Patriot Financial Group Insurance Agency LLC2,757$266 06/30/2023
     IWP2,757$266 06/30/2023
Windsor Capital Management LLC2,741$265 06/30/2023
     IWP2,741$265 06/30/2023
Smith Chas P & Associates PA Cpas2,709$262 06/30/2023
     IWP2,709$262 06/30/2023
SeaCrest Wealth Management LLC2,716$262 06/30/2023
     IWP2,716$262 06/30/2023
Amplius Wealth Advisors LLC2,710$262 06/30/2023
     IWP2,710$262 06/30/2023
Stiles Financial Services Inc2,699$261 06/30/2023
     IWP2,699$261 06/30/2023
Mayflower Financial Advisors LLC2,677$259 06/30/2023
     IWP2,677$259 06/30/2023
First Foundation Advisors2,674$258 06/30/2023
     IWP2,674$258 06/30/2023
Baker Tilly Financial LLC2,668$258 06/30/2023
     IWP2,668$258 06/30/2023
N.E.W. Advisory Services LLC2,648$256 06/30/2023
     IWP2,648$256 06/30/2023
Fernwood Investment Management LLC2,640$255 06/30/2023
     IWP2,640$255 06/30/2023
Geneva Capital Management LLC2,632$254 06/30/2023
     IWP2,632$254 06/30/2023
YHB Investment Advisors Inc.2,619$253 06/30/2023
     IWP2,619$253 06/30/2023
Cahill Financial Advisors Inc.2,604$252 06/30/2023
     IWP2,604$252 06/30/2023
Nicholas Hoffman & Company LLC.2,603$252 06/30/2023
     IWP2,603$252 06/30/2023
Bell Bank2,600$251 06/30/2023
     IWP2,600$251 06/30/2023
PPS&V Asset Management Consultants Inc.2,239$251 06/30/2023
     IWP2,239$251 06/30/2023
CAPROCK Group Inc.2,572$249 06/30/2023
     IWP2,572$249 06/30/2023
WMS Partners LLC2,552$247 06/30/2023
     IWP2,552$247 06/30/2023
TrueWealth Advisors LLC2,552$247 06/30/2023
     IWP2,552$247 06/30/2023
Scotia Capital Inc.2,544$246 06/30/2023
     IWP2,544$246 06/30/2023
Summit Trail Advisors LLC2,545$246 06/30/2023
     IWP2,545$246 06/30/2023
Comerica Securities Inc.2,520$244 06/30/2023
     IWP2,520$244 06/30/2023
Gryphon Financial Partners LLC2,530$244 06/30/2023
     IWP2,530$244 06/30/2023
Sheets Smith Wealth Management2,500$242 06/30/2023
     IWP2,500$242 06/30/2023
CRA Financial Services LLC2,505$242 06/30/2023
     IWP2,505$242 06/30/2023
McNaughton Wealth Management LLC2,499$241 06/30/2023
     IWP2,499$241 06/30/2023
Financial Advisory Corp UT ADV2,487$240 06/30/2023
     IWP2,487$240 06/30/2023
Websterrogers Financial Advisors LLC2,450$237 06/30/2023
     IWP2,450$237 06/30/2023
Oarsman Capital Inc.2,424$234 06/30/2023
     IWP2,424$234 06/30/2023
Capital Advisors Inc. OK2,410$233 06/30/2023
     IWP2,410$233 06/30/2023
Pioneer Trust Bank N A OR2,400$232 06/30/2023
     IWP2,400$232 06/30/2023
Mount Yale Investment Advisors LLC2,400$232 06/30/2023
     IWP2,400$232 06/30/2023
Snowden Capital Advisors LLC2,378$230 06/30/2023
     IWP2,378$230 06/30/2023
Clearbridge Investments LLC2,375$229 06/30/2023
     IWP2,375$229 06/30/2023
Perfromance Wealth Partners LLC2,380$229 06/30/2023
     IWP2,380$229 06/30/2023
Mcdonald Partners LLC2,358$228 06/30/2023
     IWP2,358$228 06/30/2023
Kendall Capital Management2,344$227 06/30/2023
     IWP2,344$227 06/30/2023
West Michigan Advisors LLC2,350$227 06/30/2023
     IWP2,350$227 06/30/2023
Cambridge Trust Co.2,320$224 06/30/2023
     IWP2,320$224 06/30/2023
Advisory Alpha LLC2,316$224 06/30/2023
     IWP2,316$224 06/30/2023
HB Wealth Management LLC2,313$224 06/30/2023
     IWP2,313$224 06/30/2023
Roman Butler Fullerton & Co.2,222$223 06/30/2023
     IWP2,222$223 06/30/2023
Evergreen Capital Management LLC2,310$223 06/30/2023
     IWP2,310$223 06/30/2023
Vista Capital Partners Inc.2,312$223 06/30/2023
     IWP2,312$223 06/30/2023
J. W. Coons Advisors LLC2,312$223 06/30/2023
     IWP2,312$223 06/30/2023
Goelzer Investment Management Inc.2,294$222 06/30/2023
     IWP2,294$222 06/30/2023
Centaurus Financial Inc.2,292$221 06/30/2023
     IWP2,292$221 06/30/2023
West Bancorporation Inc.2,281$220 06/30/2023
     IWP2,281$220 06/30/2023
Pacific Sun Financial Corp2,403$219 06/30/2023
     IWP2,403$219 06/30/2023
Massmutual Trust Co. FSB ADV2,267$219 06/30/2023
     IWP2,267$219 06/30/2023
Monarch Capital Management Inc.2,256$218 06/30/2023
     IWP2,256$218 06/30/2023
MainStreet Investment Advisors LLC2,260$218 06/30/2023
     IWP2,260$218 06/30/2023
Apollon Wealth Management LLC2,254$218 06/30/2023
     IWP2,254$218 06/30/2023
Ironwood Investment Counsel LLC2,250$217 06/30/2023
     IWP2,250$217 06/30/2023
Flagship Harbor Advisors LLC2,237$216 06/30/2023
     IWP2,237$216 06/30/2023
Madison Wealth Partners Inc2,190$212 06/30/2023
     IWP2,190$212 06/30/2023
American Money Management LLC2,187$211 06/30/2023
     IWP2,187$211 06/30/2023
Per Stirling Capital Management LLC.2,182$211 06/30/2023
     IWP2,182$211 06/30/2023
Schechter Investment Advisors LLC2,183$211 06/30/2023
     IWP2,183$211 06/30/2023
DT Investment Partners LLC2,124$210 06/30/2023
     IWP2,124$210 06/30/2023
CCG Wealth Management LLC2,160$209 06/30/2023
     IWP2,160$209 06/30/2023
Journey Strategic Wealth LLC2,139$207 06/30/2023
     IWP2,139$207 06/30/2023
CIC Wealth LLC2,138$207 06/30/2023
     IWP2,138$207 06/30/2023
First Financialcorp IN2,137$206 06/30/2023
     IWP2,137$206 06/30/2023
Clearstead Advisors LLC2,120$205 06/30/2023
     IWP2,120$205 06/30/2023
Eubel Brady & Suttman Asset Management Inc.2,120$205 06/30/2023
     IWP2,120$205 06/30/2023
Visionary Wealth Advisors2,120$205 06/30/2023
     IWP2,120$205 06/30/2023
Insight Advisors LLC PA2,126$205 06/30/2023
     IWP2,126$205 06/30/2023
Brady Family Wealth LLC2,115$204 06/30/2023
     IWP2,115$204 06/30/2023
PDS Planning Inc2,103$203 06/30/2023
     IWP2,103$203 06/30/2023
Wedbush Securities Inc.2,106$203 06/30/2023
     IWP2,106$203 06/30/2023
RVW Wealth LLC2,105$203 06/30/2023
     IWP2,105$203 06/30/2023
Keystone Wealth Services LLC2,096$203 06/30/2023
     IWP2,096$203 06/30/2023
Wealthsource Partners LLC2,091$202 06/30/2023
     IWP2,091$202 06/30/2023
Oakworth Capital Inc.2,084$201 06/30/2023
     IWP2,084$201 06/30/2023
Garde Capital Inc.2,074$200 06/30/2023
     IWP2,074$200 06/30/2023
LGT Financial Advisors LLC2,031$196 06/30/2023
     IWP2,031$196 06/30/2023
Hazlett Burt & Watson Inc.2,028$195 06/30/2023
     IWP2,028$195 06/30/2023
Hollencrest Capital Management1,946$188 06/30/2023
     IWP1,946$188 06/30/2023
Citizens Financial Group Inc RI1,932$187 06/30/2023
     IWP1,932$187 06/30/2023
VitalStone Financial LLC2,017$183 06/30/2023
     IWP2,017$183 06/30/2023
Tompkins Financial Corp1,883$182 06/30/2023
     IWP1,883$182 06/30/2023
Arcadia Investment Management Corp MI1,850$179 06/30/2023
     IWP1,850$179 06/30/2023
Mill Capital Management LLC1,815$175 06/30/2023
     IWP1,815$175 06/30/2023
HBC Financial Services PLLC1,700$170 06/30/2023
     IWP1,700$170 06/30/2023
Monetary Management Group Inc.1,750$169 06/30/2023
     IWP1,750$169 06/30/2023
BOK Financial Private Wealth Inc.1,696$164 06/30/2023
     IWP1,696$164 06/30/2023
Salem Investment Counselors Inc.1,670$161 06/30/2023
     IWP1,670$161 06/30/2023
Edmond DE Rothschild Holding S.A.1,668$161 06/30/2023
     IWP1,668$161 06/30/2023
Sugarloaf Wealth Management LLC1,668$161 06/30/2023
     IWP1,668$161 06/30/2023
JJJ Advisors Inc.1,655$160 06/30/2023
     IWP1,655$160 06/30/2023
Trivant Custom Portfolio Group LLC1,660$160 06/30/2023
     IWP1,660$160 06/30/2023
Deutsche Bank AG1,566$151 06/30/2023
     IWP1,566$151 06/30/2023
Duncker Streett & Co. Inc.1,540$149 06/30/2023
     IWP1,540$149 06/30/2023
City Holding Co.1,530$148 06/30/2023
     IWP1,530$148 06/30/2023
Hills Bank & Trust Co1,513$146 06/30/2023
     IWP1,513$146 06/30/2023
Ballast Advisors LLC1,480$143 06/30/2023
     IWP1,480$143 06/30/2023
Sunbelt Securities Inc.1,446$140 06/30/2023
     IWP1,446$140 06/30/2023
Performa Ltd US LLC1,445$140 06/30/2023
     IWP1,445$140 06/30/2023
SOA Wealth Advisors LLC.1,403$136 06/30/2023
     IWP1,403$136 06/30/2023
Vigilant Capital Management LLC1,400$135 06/30/2023
     IWP1,400$135 06/30/2023
Pin Oak Investment Advisors Inc.1,389$134 06/30/2023
     IWP1,389$134 06/30/2023
Acropolis Investment Management LLC1,364$132 06/30/2023
     IWP1,364$132 06/30/2023
Evensky & Katz LLC1,357$131 06/30/2023
     IWP1,357$131 06/30/2023
Parkside Financial Bank & Trust1,360$131 06/30/2023
     IWP1,360$131 06/30/2023
FinTrust Capital Advisors LLC1,568$131 06/30/2023
     IWP1,568$131 06/30/2023
Householder Group Estate & Retirement Specialist LLC1,368$125 03/31/2023
     IWP1,368$125 03/31/2023
Grove Bank & Trust1,200$116 06/30/2023
     IWP1,200$116 06/30/2023
Union Savings Bank1,146$114 06/30/2023
     IWP1,146$114 06/30/2023
Bogart Wealth LLC1,157$112 06/30/2023
     IWP1,157$112 06/30/2023
Independence Bank of Kentucky1,156$112 06/30/2023
     IWP1,156$112 06/30/2023
Milestone Investment Advisors LLC1,158$112 06/30/2023
     IWP1,158$112 06/30/2023
Tilia Fiduciary Partners Inc.1,150$111 06/30/2023
     IWP1,150$111 06/30/2023
Montag A & Associates Inc.1,142$110 06/30/2023
     IWP1,142$110 06/30/2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,122$108 06/30/2023
     IWP1,122$108 06/30/2023
O Shaughnessy Asset Management LLC1,096$106 06/30/2023
     IWP1,096$106 06/30/2023
EverSource Wealth Advisors LLC1,096$106 06/30/2023
     IWP1,096$106 06/30/2023
CoreFirst Bank & Trust1,096$106 06/30/2023
     IWP1,096$106 06/30/2023
Integrity Financial Corp WA1,078$104 06/30/2023
     IWP1,078$104 06/30/2023
Retirement Group LLC1,061$102 06/30/2023
     IWP1,061$102 06/30/2023
GeoWealth Management LLC1,024$99 06/30/2023
     IWP1,024$99 06/30/2023
Trust Co1,018$98 06/30/2023
     IWP1,018$98 06/30/2023
Evermay Wealth Management LLC1,000$97 06/30/2023
     IWP1,000$97 06/30/2023
Biltmore Family Office LLC1,000$97 06/30/2023
     IWP1,000$97 06/30/2023
ORG Partners LLC972$94 06/30/2023
     IWP972$94 06/30/2023
Sound Income Strategies LLC898$87 06/30/2023
     IWP898$87 06/30/2023
Matrix Private Capital Group LLC900$87 06/30/2023
     IWP900$87 06/30/2023
Benjamin F. Edwards & Company Inc.894$86 06/30/2023
     IWP894$86 06/30/2023
Ronald Blue Trust Inc.910$83 06/30/2023
     IWP910$83 06/30/2023
PSI Advisors LLC834$81 06/30/2023
     IWP834$81 06/30/2023
Jackson Grant Investment Advisers Inc.831$80 06/30/2023
     IWP831$80 06/30/2023
Northwest Investment Counselors LLC792$77 06/30/2023
     IWP792$77 06/30/2023
Colonial Trust Advisors800$77 06/30/2023
     IWP800$77 06/30/2023
Sittner & Nelson LLC800$77 06/30/2023
     IWP800$77 06/30/2023
Aptus Capital Advisors LLC788$76 06/30/2023
     IWP788$76 06/30/2023
1832 Asset Management L.P.768$74 06/30/2023
     IWP768$74 06/30/2023
Creative Financial Designs Inc. ADV758$73 06/30/2023
     IWP758$73 06/30/2023
National Bank of Canada FI710$69 06/30/2023
     IWP710$69 06/30/2023
Washington Trust Advisors Inc.707$68 06/30/2023
     IWP707$68 06/30/2023
North Star Investment Management Corp.690$67 06/30/2023
     IWP690$67 06/30/2023
Belvedere Trading LLC $67 06/30/2023
     Call2,000$193 06/30/2023
     Put1,300$126 06/30/2023
Knott David M Jr695$67 06/30/2023
     IWP695$67 06/30/2023
Howe & Rusling Inc.687$66 06/30/2023
     IWP687$66 06/30/2023
Pinnacle Bank683$66 06/30/2023
     IWP683$66 06/30/2023
SYM FINANCIAL Corp675$65 06/30/2023
     IWP675$65 06/30/2023
Gradient Investments LLC677$65 06/30/2023
     IWP677$65 06/30/2023
Farther Finance Advisors LLC659$64 06/30/2023
     IWP659$64 06/30/2023
Hanson & Doremus Investment Management628$61 06/30/2023
     IWP628$61 06/30/2023
Gleason Group Inc.621$60 06/30/2023
     IWP621$60 06/30/2023
Clarkston Capital Partners LLC587$57 06/30/2023
     IWP587$57 06/30/2023
Level Financial Advisors Inc.575$56 06/30/2023
     IWP575$56 06/30/2023
Archer Investment Corp571$55 06/30/2023
     IWP571$55 06/30/2023
Stephens Consulting LLC571$55 06/30/2023
     IWP571$55 06/30/2023
ZRC Wealth Management LLC569$55 06/30/2023
     IWP569$55 06/30/2023
Coastal Investment Advisors Inc.562$54 06/30/2023
     IWP562$54 06/30/2023
TCTC Holdings LLC550$53 06/30/2023
     IWP550$53 06/30/2023
Guardian Wealth Advisors LLC NC546$53 06/30/2023
     IWP546$53 06/30/2023
PCA Investment Advisory Services Inc.543$53 06/30/2023
     IWP543$53 06/30/2023
Asset Dedication LLC537$52 06/30/2023
     IWP537$52 06/30/2023
Bank of New Hampshire512$49 06/30/2023
     IWP512$49 06/30/2023
Glassman Wealth Services494$48 06/30/2023
     IWP494$48 06/30/2023
S.A. Mason LLC515$47 06/30/2023
     IWP515$47 06/30/2023
Hamilton Point Investment Advisors LLC472$46 06/30/2023
     IWP472$46 06/30/2023
Coston McIsaac & Partners486$46 06/30/2023
     IWP486$46 06/30/2023
Atwood & Palmer Inc.460$44 06/30/2023
     IWP460$44 06/30/2023
Mechanics Financial Corp456$44 06/30/2023
     IWP456$44 06/30/2023
WFA of San Diego LLC459$44 06/30/2023
     IWP459$44 06/30/2023
Concord Wealth Partners434$42 06/30/2023
     IWP434$42 06/30/2023
Perkins Coie Trust Co420$41 06/30/2023
     IWP420$41 06/30/2023
Focused Wealth Management Inc420$41 06/30/2023
     IWP420$41 06/30/2023
Horizons Wealth Management426$41 06/30/2023
     IWP426$41 06/30/2023
Pittenger & Anderson Inc.400$39 06/30/2023
     IWP400$39 06/30/2023
Farmers & Merchants Trust Co of Chambersburg PA408$39 06/30/2023
     IWP408$39 06/30/2023
Northwest Capital Management Inc396$38 06/30/2023
     IWP396$38 06/30/2023
Founders Financial Alliance LLC356$34 06/30/2023
     IWP356$34 06/30/2023
Northwest Bank & Trust Co342$33 06/30/2023
     IWP342$33 06/30/2023
Baker Avenue Asset Management LP330$32 06/30/2023
     IWP330$32 06/30/2023
Armstrong Advisory Group Inc.326$32 06/30/2023
     IWP326$32 06/30/2023
Carmichael Hill & Associates Inc.316$31 06/30/2023
     IWP316$31 06/30/2023
WASHINGTON TRUST Co310$30 06/30/2023
     IWP310$30 06/30/2023
Optimum Investment Advisors302$29 06/30/2023
     IWP302$29 06/30/2023
JNBA Financial Advisors301$29 06/30/2023
     IWP301$29 06/30/2023
GPS Wealth Strategies Group LLC304$29 06/30/2023
     IWP304$29 06/30/2023
Roble Belko & Company Inc286$28 06/30/2023
     IWP286$28 06/30/2023
DB Wealth Management Group LLC290$28 06/30/2023
     IWP290$28 06/30/2023
Clearview Wealth Advisors LLC280$27 06/30/2023
     IWP280$27 06/30/2023
Register Financial Advisors LLC284$27 06/30/2023
     IWP284$27 06/30/2023
West Branch Capital LLC258$25 06/30/2023
     IWP258$25 06/30/2023
SRS Capital Advisors Inc.252$24 06/30/2023
     IWP252$24 06/30/2023
Mascoma Wealth Management LLC248$24 06/30/2023
     IWP248$24 06/30/2023
Kistler Tiffany Companies LLC242$23 06/30/2023
     IWP242$23 06/30/2023
Lumature Wealth Partners LLC243$23 06/30/2023
     IWP243$23 06/30/2023
Venturi Wealth Management LLC230$22 06/30/2023
     IWP230$22 06/30/2023
Kalos Management Inc.232$22 06/30/2023
     IWP232$22 06/30/2023
Rise Advisors LLC224$22 06/30/2023
     IWP224$22 06/30/2023
Plante Moran Financial Advisors LLC216$21 06/30/2023
     IWP216$21 06/30/2023
Wolff Wiese Magana LLC218$21 06/30/2023
     IWP218$21 06/30/2023
Tyler Stone Wealth Management214$21 06/30/2023
     IWP214$21 06/30/2023
Beacon Capital Management LLC220$21 06/30/2023
     IWP220$21 06/30/2023
America First Investment Advisors LLC202$20 06/30/2023
     IWP202$20 06/30/2023
New Republic Capital LLC202$20 06/30/2023
     IWP202$20 06/30/2023
Resources Management Corp CT ADV200$19 06/30/2023
     IWP200$19 06/30/2023
Albion Financial Group UT200$19 06/30/2023
     IWP200$19 06/30/2023
American National Bank195$19 06/30/2023
     IWP195$19 06/30/2023
Ambassador Advisors LLC200$19 06/30/2023
     IWP200$19 06/30/2023
Tucker Asset Management LLC192$19 06/30/2023
     IWP192$19 06/30/2023
Fiduciary Alliance LLC192$19 06/30/2023
     IWP192$19 06/30/2023
JFS Wealth Advisors LLC184$18 06/30/2023
     IWP184$18 06/30/2023
Delta Asset Management LLC TN180$17 06/30/2023
     IWP180$17 06/30/2023
NewSquare Capital LLC173$17 06/30/2023
     IWP173$17 06/30/2023
Institutional & Family Asset Management LLC167$16 06/30/2023
     IWP167$16 06/30/2023
Chilton Capital Management LLC140$14 06/30/2023
     IWP140$14 06/30/2023
Lowe Wealth Advisors LLC150$14 06/30/2023
     IWP150$14 06/30/2023
Capital Investment Advisory Services LLC145$14 06/30/2023
     IWP145$14 06/30/2023
Coastal Capital Group Inc.136$13 06/30/2023
     IWP136$13 06/30/2023
RE Dickinson Investment Advisors LLC130$13 06/30/2023
     IWP130$13 06/30/2023
JDM Financial Group LLC134$13 06/30/2023
     IWP134$13 06/30/2023
PrairieView Partners LLC125$12 06/30/2023
     IWP125$12 06/30/2023
Kenfarb & CO.120$12 06/30/2023
     IWP120$12 06/30/2023
Russell Investments Group Ltd.110$11 06/30/2023
     IWP110$11 06/30/2023
Caldwell Sutter Capital Inc.102$10 06/30/2023
     IWP102$10 06/30/2023
Windsor Advisory Group LLC101$10 06/30/2023
     IWP101$10 06/30/2023
Missouri Trust & Investment Co100$10 06/30/2023
     IWP100$10 06/30/2023
City State Bank100$10 06/30/2023
     IWP100$10 06/30/2023
Webster Bank N. A.98$9 06/30/2023
     IWP98$9 06/30/2023
Field & Main Bank90$9 06/30/2023
     IWP90$9 06/30/2023
Horan Securities Inc.96$9 06/30/2023
     IWP96$9 06/30/2023
Investors Research Corp98$9 06/30/2023
     IWP98$9 06/30/2023
Newbridge Financial Services Group Inc.95$9 06/30/2023
     IWP95$9 06/30/2023
Cutler Group LP $8 06/30/2023
     Call1,900$8 06/30/2023
     Put900$0 06/30/2023
Balentine LLC84$8 06/30/2023
     IWP84$8 06/30/2023
Dividend Assets Capital LLC68$7 06/30/2023
     IWP68$7 06/30/2023
Financial Management Professionals Inc.74$7 06/30/2023
     IWP74$7 06/30/2023
PFG Private Wealth Management LLC61$6 06/30/2023
     IWP61$6 06/30/2023
Impact Partnership Wealth LLC57$6 06/30/2023
     IWP57$6 06/30/2023
Your Advocates Ltd. LLP54$5 06/30/2023
     IWP54$5 06/30/2023
Nemes Rush Group LLC51$5 06/30/2023
     IWP51$5 06/30/2023
Wolverine Asset Management LLC46$4 06/30/2023
     IWP46$4 06/30/2023
Versant Capital Management Inc42$4 06/30/2023
     IWP42$4 06/30/2023
New Millennium Group LLC39$4 06/30/2023
     IWP39$4 06/30/2023
Worth Asset Management LLC42$4 06/30/2023
     IWP42$4 06/30/2023
Ahrens Investment Partners LLC43$4 03/31/2023
     IWP43$4 03/31/2023
Endurance Wealth Management Inc.31$3 06/30/2023
     IWP31$3 06/30/2023
Mark Sheptoff Financial Planning LLC28$3 06/30/2023
     IWP28$3 06/30/2023
Hexagon Capital Partners LLC36$3 06/30/2023
     IWP36$3 06/30/2023
Tower View Investment Management & Research LLC18$2 06/30/2023
     IWP18$2 06/30/2023
Motco6$1 06/30/2023
     IWP6$1 06/30/2023
Morris Financial Concepts Inc.8$1 06/30/2023
     IWP8$1 06/30/2023
Headlands Technologies LLC7$1 06/30/2023
     IWP7$1 06/30/2023
ICA Group Wealth Management LLC5$0 06/30/2023
     IWP5$0 06/30/2023

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

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