HoldingsChannel.com
Funds Holding IWS
HolderAmountPosition Size
($ in 1000's)
 As of
Jones Financial Companies Lllp7,196,359$625,076 03/31/2019
     IWS7,196,359$625,076 03/31/2019
Morgan Stanley4,793,990$416,405 03/31/2019
     IWS4,793,990$416,405 03/31/2019
Commerce Bank4,633,935$402,503 03/31/2019
     IWS4,633,935$402,503 03/31/2019
Wells Fargo & Company MN4,323,274$375,519 03/31/2019
     IWS4,323,274$375,519 03/31/2019
American Century Companies Inc.4,161,522$361,470 03/31/2019
     IWS4,161,522$361,470 03/31/2019
Bank of America Corp DE4,005,042$347,878 03/31/2019
     IWS4,005,042$347,878 03/31/2019
FMR LLC3,983,353$345,994 03/31/2019
     IWS3,983,353$345,994 03/31/2019
TIAA FSB3,183,705$276,536 03/31/2019
     IWS3,183,705$276,536 03/31/2019
UBS Group AG2,698,368$234,380 03/31/2019
     IWS2,698,368$234,380 03/31/2019
PNC Financial Services Group Inc.2,505,380$217,618 03/31/2019
     IWS2,505,380$217,618 03/31/2019
Commonwealth Equity Services LLC2,252,706$195,670 03/31/2019
     IWS2,252,706$195,670 03/31/2019
Victory Capital Management Inc.1,932,419$167,850 03/31/2019
     IWS1,932,419$167,850 03/31/2019
Stephens Group Asset Management LLC1,676,443$149,421 06/30/2019
     IWS1,676,443$149,421 06/30/2019
Stephens Inc. AR1,235,533$107,318 03/31/2019
     IWS1,235,533$107,318 03/31/2019
Betterment LLC1,163,222$101,037 03/31/2019
     IWS1,163,222$101,037 03/31/2019
Ameriprise Financial Inc.1,137,295$98,811 03/31/2019
     IWS1,137,295$98,811 03/31/2019
Royal Bank of Canada842,595$73,188 03/31/2019
     IWS842,595$73,188 03/31/2019
LPL Financial LLC736,144$63,941 03/31/2019
     IWS736,144$63,941 03/31/2019
AXA728,475$63,275 03/31/2019
     IWS728,475$63,275 03/31/2019
Envestnet Asset Management Inc.692,023$60,109 03/31/2019
     IWS692,023$60,109 03/31/2019
Suntrust Banks Inc.623,880$54,190 03/31/2019
     IWS623,880$54,190 03/31/2019
Zions Bancorporation N.A.516,457$46,032 06/30/2019
     IWS516,457$46,032 06/30/2019
Hartz Capital Inc.498,845$43,330 03/31/2019
     IWS498,845$43,330 03/31/2019
Guardian Life Insurance Co. of America497,007$43,170 03/31/2019
     IWS497,007$43,170 03/31/2019
US Bancorp DE458,618$39,835 03/31/2019
     IWS458,618$39,835 03/31/2019
Raymond James Financial Services Advisors Inc.438,713$38,107 03/31/2019
     IWS438,713$38,107 03/31/2019
Ladenburg Thalmann Financial Services Inc.413,923$35,951 03/31/2019
     IWS413,923$35,951 03/31/2019
M&T Bank Corp412,321$35,814 03/31/2019
     IWS412,321$35,814 03/31/2019
New South Capital Management Inc.379,284$32,945 03/31/2019
     IWS379,284$32,945 03/31/2019
BB&T Corp368,909$32,044 03/31/2019
     IWS368,909$32,044 03/31/2019
Public Employees Retirement System of Ohio363,184$31,546 03/31/2019
     IWS363,184$31,546 03/31/2019
Windsor Group LTD339,869$30,462 06/30/2019
     IWS339,869$30,462 06/30/2019
Synovus Financial Corp343,345$29,823 03/31/2019
     IWS343,345$29,823 03/31/2019
Chicago Partners Investment Group LLC321,289$28,511 03/31/2019
     IWS321,289$28,511 03/31/2019
Keybank National Association OH278,877$24,223 03/31/2019
     IWS278,877$24,223 03/31/2019
Cabana LLC269,725$23,428 03/31/2019
     IWS269,725$23,428 03/31/2019
UMB Bank N A MO262,674$22,816 03/31/2019
     IWS262,674$22,816 03/31/2019
JPMorgan Chase & Co.254,302$22,089 03/31/2019
     IWS254,302$22,089 03/31/2019
Main Management ETF Advisors LLC250,400$21,750 03/31/2019
     IWS250,400$21,750 03/31/2019
NorthRock Partners LLC231,466$20,114 03/31/2019
     IWS231,466$20,114 03/31/2019
Wilbanks Smith & Thomas Asset Management LLC228,308$19,831 03/31/2019
     IWS228,308$19,831 03/31/2019
Raymond James & Associates226,758$19,697 03/31/2019
     IWS226,758$19,697 03/31/2019
BOKF NA220,529$19,155 03/31/2019
     IWS220,529$19,155 03/31/2019
Heritage Wealth Advisors195,356$16,969 03/31/2019
     IWS195,356$16,969 03/31/2019
Sawtooth Solutions LLC187,804$16,313 03/31/2019
     IWS187,804$16,313 03/31/2019
AMG National Trust Bank186,972$16,240 03/31/2019
     IWS186,972$16,240 03/31/2019
AE Wealth Management LLC185,974$16,154 03/31/2019
     IWS185,974$16,154 03/31/2019
Johnson Investment Counsel Inc.179,351$15,578 03/31/2019
     IWS179,351$15,578 03/31/2019
CIBC Private Wealth Group LLC174,900$15,191 03/31/2019
     IWS174,900$15,191 03/31/2019
Bishop & Co Investment Management LLC169,913$14,759 03/31/2019
     IWS169,913$14,759 03/31/2019
Asset Management Group Inc.167,090$14,513 03/31/2019
     IWS167,090$14,513 03/31/2019
Fifth Third Bancorp163,349$14,188 03/31/2019
     IWS163,349$14,188 03/31/2019
Hsbc Holdings PLC160,017$13,899 03/31/2019
     IWS160,017$13,899 03/31/2019
Bank of Montreal Can159,460$13,850 03/31/2019
     IWS159,460$13,850 03/31/2019
One Capital Management LLC150,013$13,371 06/30/2019
     IWS150,013$13,371 06/30/2019
Bridges Investment Management Inc.151,262$13,139 03/31/2019
     IWS151,262$13,139 03/31/2019
Goldman Sachs Group Inc.148,934$12,936 03/31/2019
     IWS148,934$12,936 03/31/2019
Polaris Greystone Financial Group LLC145,374$12,773 03/31/2019
     IWS145,374$12,773 03/31/2019
GenWealth Group Inc.141,737$12,688 06/30/2019
     IWS141,737$12,688 06/30/2019
Colony Group LLC144,520$12,553 03/31/2019
     IWS144,520$12,553 03/31/2019
HighTower Advisors LLC143,881$12,496 03/31/2019
     IWS143,881$12,496 03/31/2019
FTB Advisors Inc.141,376$12,279 03/31/2019
     IWS141,376$12,279 03/31/2019
Northwestern Mutual Wealth Management Co.137,337$11,929 03/31/2019
     IWS137,337$11,929 03/31/2019
Covenant Partners LLC136,317$11,841 03/31/2019
     IWS136,317$11,841 03/31/2019
LBJ Family Wealth Advisors Ltd.134,768$11,706 03/31/2019
     IWS134,768$11,706 03/31/2019
Main Management LLC131,558$11,427 03/31/2019
     IWS131,558$11,427 03/31/2019
Baird Financial Group Inc.128,463$11,158 03/31/2019
     IWS128,463$11,158 03/31/2019
SEI Investments Co127,879$11,107 03/31/2019
     IWS127,879$11,107 03/31/2019
Hapanowicz & Associates Financial Services Inc125,333$10,889 03/31/2019
     IWS125,333$10,889 03/31/2019
JMG Financial Group Ltd.124,166$10,785 03/31/2019
     IWS124,166$10,785 03/31/2019
First Republic Investment Management Inc.124,070$10,777 03/31/2019
     IWS124,070$10,777 03/31/2019
Barclays PLC123,908$10,763 03/31/2019
     IWS123,908$10,763 03/31/2019
Home Federal Bank of Tennessee120,042$10,700 06/30/2019
     IWS120,042$10,700 06/30/2019
Ceros Financial Services Inc.119,848$10,410 03/31/2019
     IWS119,848$10,410 03/31/2019
Advisors Preferred LLC119,848$10,410 03/31/2019
     IWS119,848$10,410 03/31/2019
Sterling Capital Management LLC116,473$10,117 03/31/2019
     IWS116,473$10,117 03/31/2019
Stifel Financial Corp108,102$9,380 03/31/2019
     IWS108,102$9,380 03/31/2019
Two Sigma Investments LP105,871$9,196 03/31/2019
     IWS105,871$9,196 03/31/2019
MML Investors Services LLC104,066$9,039 03/31/2019
     IWS104,066$9,039 03/31/2019
Mariner LLC95,668$8,310 03/31/2019
     IWS95,668$8,310 03/31/2019
Cetera Advisor Networks LLC94,049$8,160 03/31/2019
     IWS94,049$8,160 03/31/2019
Mycio Wealth Partners LLC91,752$7,970 03/31/2019
     IWS91,752$7,970 03/31/2019
Advisor Group Inc.91,092$7,913 03/31/2019
     IWS91,092$7,913 03/31/2019
Warren Averett Asset Management LLC89,222$7,750 03/31/2019
     IWS89,222$7,750 03/31/2019
Northern Trust Corp88,285$7,668 03/31/2019
     IWS88,285$7,668 03/31/2019
Steward Partners Investment Advisory LLC84,088$7,303 03/31/2019
     IWS84,088$7,303 03/31/2019
Cambridge Investment Research Advisors Inc.79,824$6,933 03/31/2019
     IWS79,824$6,933 03/31/2019
TCG Advisors LP79,577$6,912 03/31/2019
     IWS79,577$6,912 03/31/2019
First Mercantile Trust Co.77,914$6,768 03/31/2019
     IWS77,914$6,768 03/31/2019
HBK Sorce Advisory LLC76,547$6,649 03/31/2019
     IWS76,547$6,649 03/31/2019
Accredited Investors Inc.74,860$6,502 03/31/2019
     IWS74,860$6,502 03/31/2019
Natixis Advisors L.P.74,451$6,467 03/31/2019
     IWS74,451$6,467 03/31/2019
Port Capital LLC72,678$6,313 03/31/2019
     IWS72,678$6,313 03/31/2019
Ironsides Asset Advisors LLC71,980$6,252 03/31/2019
     IWS71,980$6,252 03/31/2019
MUFG Americas Holdings Corp67,801$5,890 03/31/2019
     IWS67,801$5,890 03/31/2019
Blair William & Co. IL64,703$5,620 03/31/2019
     IWS64,703$5,620 03/31/2019
Private Advisor Group LLC63,919$5,553 03/31/2019
     IWS63,919$5,553 03/31/2019
KMG Fiduciary Partners LLC63,278$5,496 03/31/2019
     IWS63,278$5,496 03/31/2019
Forte Capital LLC ADV60,705$5,411 06/30/2019
     IWS60,705$5,411 06/30/2019
Rockland Trust Co.58,980$5,257 06/30/2019
     IWS58,980$5,257 06/30/2019
Glenmede Trust Co. NA59,920$5,203 03/31/2019
     IWS59,920$5,203 03/31/2019
Pinnacle Financial Partners Inc.59,676$5,184 03/31/2019
     IWS59,676$5,184 03/31/2019
EP Wealth Advisors LLC58,181$5,054 03/31/2019
     IWS58,181$5,054 03/31/2019
AdvicePeriod LLC55,087$4,788 03/31/2019
     IWS55,087$4,788 03/31/2019
Wade G W & Inc.54,407$4,726 03/31/2019
     IWS54,407$4,726 03/31/2019
Northern Oak Wealth Management Inc.52,505$4,561 03/31/2019
     IWS52,505$4,561 03/31/2019
South Texas Money Management Ltd.50,748$4,523 06/30/2019
     IWS50,748$4,523 06/30/2019
Thompson Siegel & Walmsley LLC51,900$4,508 03/31/2019
     IWS51,900$4,508 03/31/2019
Bartlett & Co. LLC51,868$4,505 03/31/2019
     IWS51,868$4,505 03/31/2019
Parsec Financial Management Inc.51,854$4,504 03/31/2019
     IWS51,854$4,504 03/31/2019
Bank of New York Mellon Corp51,237$4,450 03/31/2019
     IWS51,237$4,450 03/31/2019
Citigroup Inc.50,877$4,419 03/31/2019
     IWS50,877$4,419 03/31/2019
Inspirion Wealth Advisors LLC49,525$4,414 06/30/2019
     IWS49,525$4,414 06/30/2019
Derby & Company Inc.50,096$4,351 03/31/2019
     IWS50,096$4,351 03/31/2019
AdvisorNet Financial Inc48,450$4,318 06/30/2019
     IWS48,450$4,318 06/30/2019
Occidental Asset Management LLC48,041$4,173 03/31/2019
     IWS48,041$4,173 03/31/2019
Eaton Vance Management47,950$4,165 03/31/2019
     IWS47,950$4,165 03/31/2019
Cetera Advisors LLC46,504$4,045 03/31/2019
     IWS46,504$4,045 03/31/2019
Peapack Gladstone Financial Corp44,558$3,870 03/31/2019
     IWS44,558$3,870 03/31/2019
Regions Financial Corp44,125$3,832 03/31/2019
     IWS44,125$3,832 03/31/2019
Cornerstone Advisory LLC43,957$3,818 03/31/2019
     IWS43,957$3,818 03/31/2019
Community Bank N.A.42,924$3,729 03/31/2019
     IWS42,924$3,729 03/31/2019
Prudential Financial Inc.40,555$3,523 03/31/2019
     IWS40,555$3,523 03/31/2019
Creative Planning40,356$3,505 03/31/2019
     IWS40,356$3,505 03/31/2019
Corundum Group Inc.39,629$3,442 03/31/2019
     IWS39,629$3,442 03/31/2019
Adviser Investments LLC35,940$3,122 03/31/2019
     IWS35,940$3,122 03/31/2019
Investment Partners LTD.35,490$3,083 03/31/2019
     IWS35,490$3,083 03/31/2019
Smart Portfolios LLC33,465$2,907 03/31/2019
     IWS33,465$2,907 03/31/2019
LeJeune Puetz Investment Counsel LLC33,072$2,873 03/31/2019
     IWS33,072$2,873 03/31/2019
Global Wealth Management Investment Advisory Inc.31,666$2,751 03/31/2019
     IWS31,666$2,751 03/31/2019
Whittier Trust Co.30,675$2,665 03/31/2019
     IWS30,675$2,665 03/31/2019
BKS Advisors LLC30,430$2,643 03/31/2019
     IWS30,430$2,643 03/31/2019
Pure Financial Advisors Inc.29,209$2,603 06/30/2019
     IWS29,209$2,603 06/30/2019
Kovitz Investment Group Partners LLC29,781$2,586 03/31/2019
     IWS29,781$2,586 03/31/2019
Sage Financial Group Inc.28,972$2,517 03/31/2019
     IWS28,972$2,517 03/31/2019
Massey Quick Simon & CO. LLC28,918$2,512 03/31/2019
     IWS28,918$2,512 03/31/2019
BlackRock Inc.28,600$2,484 03/31/2019
     IWS28,600$2,484 03/31/2019
HL Financial Services LLC28,412$2,468 03/31/2019
     IWS28,412$2,468 03/31/2019
Northeast Financial Consultants Inc27,919$2,425 03/31/2019
     IWS27,919$2,425 03/31/2019
Rinet Co LLC27,692$2,405 03/31/2019
     IWS27,692$2,405 03/31/2019
First National Trust Co27,437$2,383 03/31/2019
     IWS27,437$2,383 03/31/2019
Goelzer Investment Management Inc.25,878$2,248 03/31/2019
     IWS25,878$2,248 03/31/2019
Amarillo National Bank25,750$2,237 03/31/2019
     IWS25,750$2,237 03/31/2019
Frontier Wealth Management LLC25,145$2,184 03/31/2019
     IWS25,145$2,184 03/31/2019
American International Group Inc.24,725$2,148 03/31/2019
     IWS24,725$2,148 03/31/2019
City Holding Co.23,569$2,101 06/30/2019
     IWS23,569$2,101 06/30/2019
Insight 2811 Inc.23,111$2,087 06/30/2019
     IWS23,111$2,087 06/30/2019
B. Riley Wealth Management Inc.22,888$1,988 03/31/2019
     IWS22,888$1,988 03/31/2019
Susquehanna International Group LLP $1,983 03/31/2019
     IWS16,321$1,418 03/31/2019
     Call6,500$565 03/31/2019
Taylor Cottrill Erickson & Associates Inc.22,622$1,965 03/31/2019
     IWS22,622$1,965 03/31/2019
Financial Advisory Service Inc.22,296$1,937 03/31/2019
     IWS22,296$1,937 03/31/2019
Whittier Trust Co. of Nevada Inc.21,942$1,906 03/31/2019
     IWS21,942$1,906 03/31/2019
Telemus Capital LLC21,868$1,899 03/31/2019
     IWS21,868$1,899 03/31/2019
First Midwest Bank Trust Division21,028$1,826 03/31/2019
     IWS21,028$1,826 03/31/2019
Baltimore Washington Financial Advisors Inc.20,963$1,820 03/31/2019
     IWS20,963$1,820 03/31/2019
United Capital Financial Advisers LLC20,637$1,793 03/31/2019
     IWS20,637$1,793 03/31/2019
Anchor Capital Advisors LLC20,062$1,743 03/31/2019
     IWS20,062$1,743 03/31/2019
FCG Advisors LLC19,867$1,726 03/31/2019
     IWS19,867$1,726 03/31/2019
Sigma Planning Corp19,757$1,716 03/31/2019
     IWS19,757$1,716 03/31/2019
Brighton Jones LLC19,596$1,702 03/31/2019
     IWS19,596$1,702 03/31/2019
NEXT Financial Group Inc19,057$1,699 06/30/2019
     IWS19,057$1,699 06/30/2019
IHT Wealth Management LLC19,424$1,687 03/31/2019
     IWS19,424$1,687 03/31/2019
Janney Montgomery Scott LLC19,338$1,680 03/31/2019
     IWS19,338$1,680 03/31/2019
Stratos Wealth Partners LTD.19,222$1,670 03/31/2019
     IWS19,222$1,670 03/31/2019
MAI Capital Management19,062$1,656 03/31/2019
     IWS19,062$1,656 03/31/2019
Telos Capital Management Inc.18,850$1,637 03/31/2019
     IWS18,850$1,637 03/31/2019
BRYN MAWR TRUST Co18,829$1,635 03/31/2019
     IWS18,829$1,635 03/31/2019
Reliance Trust Co. of Delaware18,828$1,635 03/31/2019
     IWS18,828$1,635 03/31/2019
Glenview Trust Co18,524$1,609 03/31/2019
     IWS18,524$1,609 03/31/2019
Eqis Capital Management Inc.18,434$1,601 03/31/2019
     IWS18,434$1,601 03/31/2019
Rockefeller Capital Management L.P.18,201$1,581 03/31/2019
     IWS18,201$1,581 03/31/2019
Comerica Bank17,641$1,563 03/31/2019
     IWS17,641$1,563 03/31/2019
CENTRAL TRUST Co17,312$1,555 06/30/2019
     IWS17,312$1,555 06/30/2019
Eukles Asset Management17,905$1,555 03/31/2019
     IWS17,905$1,555 03/31/2019
Thrivent Financial for Lutherans17,322$1,505 03/31/2019
     IWS17,322$1,505 03/31/2019
Peloton Wealth Strategists16,938$1,471 03/31/2019
     IWS16,938$1,471 03/31/2019
Smith Capital Management Inc. AR ADV16,730$1,453 03/31/2019
     IWS16,730$1,453 03/31/2019
First Citizens Bank & Trust Co.16,193$1,443 06/30/2019
     IWS16,193$1,443 06/30/2019
Wesbanco Bank Inc.16,529$1,435 03/31/2019
     IWS16,529$1,435 03/31/2019
GYL Financial Synergies LLC16,467$1,430 03/31/2019
     IWS16,467$1,430 03/31/2019
Moneta Group Investment Advisors LLC15,876$1,379 03/31/2019
     IWS15,876$1,379 03/31/2019
Sonata Capital Group Inc.15,633$1,358 03/31/2019
     IWS15,633$1,358 03/31/2019
Highland Capital Management LLC15,610$1,356 03/31/2019
     IWS15,610$1,356 03/31/2019
Shine Investment Advisory Services Inc.15,595$1,355 03/31/2019
     IWS15,595$1,355 03/31/2019
BB&T Securities LLC15,571$1,352 03/31/2019
     IWS15,571$1,352 03/31/2019
MA Private Wealth15,526$1,349 03/31/2019
     IWS15,526$1,349 03/31/2019
Private Capital Group LLC15,045$1,307 03/31/2019
     IWS15,045$1,307 03/31/2019
CAMG Solamere Management LLC14,917$1,296 03/31/2019
     IWS14,917$1,296 03/31/2019
Atlas Brown Inc.14,887$1,293 03/31/2019
     IWS14,887$1,293 03/31/2019
Veritable L.P.14,639$1,272 03/31/2019
     IWS14,639$1,272 03/31/2019
MCF Advisors LLC14,632$1,271 03/31/2019
     IWS14,632$1,271 03/31/2019
Thomasville National Bank14,244$1,270 06/30/2019
     IWS14,244$1,270 06/30/2019
Captrust Financial Advisors14,193$1,233 03/31/2019
     IWS14,193$1,233 03/31/2019
Squar Milner Financial Services LLC14,064$1,221 03/31/2019
     IWS14,064$1,221 03/31/2019
Oppenheimer & Co. Inc.13,939$1,211 03/31/2019
     IWS13,939$1,211 03/31/2019
Mathes Company Inc.13,890$1,206 03/31/2019
     IWS13,890$1,206 03/31/2019
BHK Investment Advisors LLC13,661$1,187 03/31/2019
     IWS13,661$1,187 03/31/2019
Nachman Norwood & Parrott Inc12,952$1,154 06/30/2019
     IWS12,952$1,154 06/30/2019
Brookstone Capital Management13,260$1,152 03/31/2019
     IWS13,260$1,152 03/31/2019
Badgley Phelps & Bell Inc.13,001$1,129 03/31/2019
     IWS13,001$1,129 03/31/2019
D.A. Davidson & CO.12,888$1,119 03/31/2019
     IWS12,888$1,119 03/31/2019
Boston Private Wealth LLC12,466$1,111 06/30/2019
     IWS12,466$1,111 06/30/2019
Newport Wealth Strategies Inc.12,556$1,104 03/31/2019
     IWS12,556$1,104 03/31/2019
Brown Advisory Securities LLC12,609$1,092 03/31/2019
     IWS12,609$1,092 03/31/2019
Paracle Advisors LLC12,572$1,092 03/31/2019
     IWS12,572$1,092 03/31/2019
SOL Capital Management CO12,500$1,086 03/31/2019
     IWS12,500$1,086 03/31/2019
Starfire Investment Advisers Inc.12,454$1,081 03/31/2019
     IWS12,454$1,081 03/31/2019
Huntington National Bank12,235$1,063 03/31/2019
     IWS12,235$1,063 03/31/2019
Guidant Wealth Advisors11,800$1,025 03/31/2019
     IWS11,800$1,025 03/31/2019
Viridian Ria LLC11,752$1,020 03/31/2019
     IWS11,752$1,020 03/31/2019
Cahaba Wealth Management Inc.11,546$1,002 03/31/2019
     IWS11,546$1,002 03/31/2019
Girard Partners LTD.11,516$1,000 03/31/2019
     IWS11,516$1,000 03/31/2019
Bbva Compass Bancshares Inc.11,269$979 03/31/2019
     IWS11,269$979 03/31/2019
Advisory Services Network LLC11,272$979 03/31/2019
     IWS11,272$979 03/31/2019
Strategic Wealth Advisors Group LLC10,864$951 03/31/2019
     IWS10,864$951 03/31/2019
Cetera Investment Advisers10,667$926 03/31/2019
     IWS10,667$926 03/31/2019
Wedgewood Investors Inc. PA10,604$921 03/31/2019
     IWS10,604$921 03/31/2019
Cadence Bank NA10,436$907 03/31/2019
     IWS10,436$907 03/31/2019
McKinley Carter Wealth Services Inc.10,355$899 03/31/2019
     IWS10,355$899 03/31/2019
Parametric Portfolio Associates LLC10,240$889 03/31/2019
     IWS10,240$889 03/31/2019
SVA Plumb Wealth Management LLC10,206$887 03/31/2019
     IWS10,206$887 03/31/2019
Bigelow Investment Advisors LLC10,204$886 03/31/2019
     IWS10,204$886 03/31/2019
Alesco Advisors LLC9,426$819 03/31/2019
     IWS9,426$819 03/31/2019
Providence First Trust Co9,430$819 03/31/2019
     IWS9,430$819 03/31/2019
Sequoia Financial Advisors LLC9,307$808 03/31/2019
     IWS9,307$808 03/31/2019
Twin Focus Capital Partners LLC9,170$796 03/31/2019
     IWS9,170$796 03/31/2019
Pennsylvania Trust Co8,630$769 06/30/2019
     IWS8,630$769 06/30/2019
Johnson Financial Group Inc.8,754$760 03/31/2019
     IWS8,754$760 03/31/2019
FDx Advisors Inc.8,719$757 03/31/2019
     IWS8,719$757 03/31/2019
Kennedy Capital Management Inc.8,318$723 03/31/2019
     IWS8,318$723 03/31/2019
First United Bank Trust8,005$713 06/30/2019
     IWS8,005$713 06/30/2019
Kayne Anderson Rudnick Investment Management LLC8,137$707 03/31/2019
     IWS8,137$707 03/31/2019
Financial Counselors Inc.8,118$705 03/31/2019
     IWS8,118$705 03/31/2019
People s United Financial Inc.7,935$689 03/31/2019
     IWS7,935$689 03/31/2019
Strategic Wealth Partners Group LLC7,861$683 03/31/2019
     IWS7,861$683 03/31/2019
Linscomb & Williams Inc.7,846$682 03/31/2019
     IWS7,846$682 03/31/2019
Private Management Group Inc.7,775$675 03/31/2019
     IWS7,775$675 03/31/2019
Legacy Bridge LLC7,530$671 06/30/2019
     IWS7,530$671 06/30/2019
Sandy Spring Bank7,696$668 03/31/2019
     IWS7,696$668 03/31/2019
Fulton Bank N.A.7,324$653 06/30/2019
     IWS7,324$653 06/30/2019
Private Trust Co. NA7,289$649 06/30/2019
     IWS7,289$649 06/30/2019
Harbour Capital Advisors LLC7,255$647 06/30/2019
     IWS7,255$647 06/30/2019
Capital Analysts LLC7,383$641 03/31/2019
     IWS7,383$641 03/31/2019
Total Wealth Planning LLC7,291$633 03/31/2019
     IWS7,291$633 03/31/2019
Cooper Haims Advisors LLC7,230$628 03/31/2019
     IWS7,230$628 03/31/2019
Freestone Capital Holdings LLC7,165$622 03/31/2019
     IWS7,165$622 03/31/2019
Two Sigma Advisers LP7,100$617 03/31/2019
     IWS7,100$617 03/31/2019
Mosaic Family Wealth LLC7,094$616 03/31/2019
     IWS7,094$616 03/31/2019
BTC Capital Management Inc.7,062$613 03/31/2019
     IWS7,062$613 03/31/2019
First Allied Advisory Services Inc.7,034$611 03/31/2019
     IWS7,034$611 03/31/2019
Nations Financial Group Inc. IA ADV6,964$605 03/31/2019
     IWS6,964$605 03/31/2019
Ford Financial Group Inc.6,909$600 03/31/2019
     IWS6,909$600 03/31/2019
Truepoint Inc.6,782$589 03/31/2019
     IWS6,782$589 03/31/2019
Cubic Asset Management LLC6,736$585 03/31/2019
     IWS6,736$585 03/31/2019
Zhang Financial LLC6,706$582 03/31/2019
     IWS6,706$582 03/31/2019
Autus Asset Management LLC6,520$581 06/30/2019
     IWS6,520$581 06/30/2019
FARMERS & MERCHANTS TRUST Co OF LONG BEACH6,579$571 03/31/2019
     IWS6,579$571 03/31/2019
Integrated Wealth Concepts LLC6,511$566 03/31/2019
     IWS6,511$566 03/31/2019
Cooper Financial Group6,261$558 06/30/2019
     IWS6,261$558 06/30/2019
ACG Wealth6,237$542 03/31/2019
     IWS6,237$542 03/31/2019
Great Valley Advisor Group Inc.6,217$540 03/31/2019
     IWS6,217$540 03/31/2019
Crescent Grove Advisors LLC6,192$538 03/31/2019
     IWS6,192$538 03/31/2019
Silvercrest Asset Management Group LLC6,151$534 03/31/2019
     IWS6,151$534 03/31/2019
Courier Capital LLC5,985$533 06/30/2019
     IWS5,985$533 06/30/2019
Meeder Asset Management Inc.6,128$532 03/31/2019
     IWS6,128$532 03/31/2019
Busey Wealth Management6,068$527 03/31/2019
     IWS6,068$527 03/31/2019
Ausdal Financial Partners Inc.6,068$527 03/31/2019
     IWS6,068$527 03/31/2019
Norris Perne & French LLP MI5,963$518 03/31/2019
     IWS5,963$518 03/31/2019
Douglass Winthrop Advisors LLC5,760$513 06/30/2019
     IWS5,760$513 06/30/2019
Honkamp Krueger Financial Services Inc.5,857$509 03/31/2019
     IWS5,857$509 03/31/2019
Foundations Investment Advisors LLC5,545$501 06/30/2019
     IWS5,545$501 06/30/2019
Homrich & Berg5,772$501 03/31/2019
     IWS5,772$501 03/31/2019
Cohen Capital Management Inc.5,699$495 03/31/2019
     IWS5,699$495 03/31/2019
Kore Private Wealth LLC5,681$493 03/31/2019
     IWS5,681$493 03/31/2019
Dougherty Wealth Advisers LLC5,640$490 03/31/2019
     IWS5,640$490 03/31/2019
First Financial Bank Trust Division5,440$485 06/30/2019
     IWS5,440$485 06/30/2019
Quadrant Capital Group LLC5,560$478 03/31/2019
     IWS5,560$478 03/31/2019
Cranbrook Wealth Management LLC5,464$475 03/31/2019
     IWS5,464$475 03/31/2019
Raymond James Trust N.A.5,290$471 06/30/2019
     IWS5,290$471 06/30/2019
Family Legacy Inc.5,277$469 03/31/2019
     IWS5,277$469 03/31/2019
Perigon Wealth Management LLC5,185$460 03/31/2019
     IWS5,185$460 03/31/2019
King Luther Capital Management Corp5,280$459 03/31/2019
     IWS5,280$459 03/31/2019
Farmers National Bank5,282$459 03/31/2019
     IWS5,282$459 03/31/2019
IFG Advisory LLC5,209$452 03/31/2019
     IWS5,209$452 03/31/2019
WASHINGTON TRUST Co5,061$444 03/31/2019
     IWS5,061$444 03/31/2019
Brinker Capital Inc.5,108$444 03/31/2019
     IWS5,108$444 03/31/2019
Beacon Pointe Wealth Advisors LLC5,039$436 03/31/2019
     IWS5,039$436 03/31/2019
Corient Capital Partners LLC4,950$430 03/31/2019
     IWS4,950$430 03/31/2019
Montecito Bank & Trust4,818$429 06/30/2019
     IWS4,818$429 06/30/2019
FineMark National Bank & Trust4,944$429 03/31/2019
     IWS4,944$429 03/31/2019
Cedar Brook Financial Partners LLC4,938$429 03/31/2019
     IWS4,938$429 03/31/2019
Cibc Bank USA4,926$428 03/31/2019
     IWS4,926$428 03/31/2019
First National Bank of Omaha4,783$426 06/30/2019
     IWS4,783$426 06/30/2019
Cornerstone Wealth Management LLC1,274$425 03/31/2019
     IWS1,274$425 03/31/2019
Quest Capital Management Inc. ADV $424 03/31/2019
     IWS2,450$212 03/31/2019
     Call245,000$212 03/31/2019
Colorado Capital Management Inc.4,738$422 06/30/2019
     IWS4,738$422 06/30/2019
Domani Wealth LLC4,839$420 03/31/2019
     IWS4,839$420 03/31/2019
Texas Yale Capital Corp.4,816$418 03/31/2019
     IWS4,816$418 03/31/2019
Nuance Investments LLC4,813$418 03/31/2019
     IWS4,813$418 03/31/2019
Edge Capital Group LLC4,808$418 03/31/2019
     IWS4,808$418 03/31/2019
Evensky & Katz LLC4,793$416 03/31/2019
     IWS4,793$416 03/31/2019
Chevy Chase Trust Holdings Inc.4,581$411 03/31/2019
     IWS4,581$411 03/31/2019
Cordatus Wealth Management LLC4,657$405 03/31/2019
     IWS4,657$405 03/31/2019
Northstar Wealth Partners LLC4,635$403 03/31/2019
     IWS4,635$403 03/31/2019
Brown Advisory Inc.4,557$396 03/31/2019
     IWS4,557$396 03/31/2019
Paradigm Financial Partners LLC4,549$395 03/31/2019
     IWS4,549$395 03/31/2019
Allen Investment Management LLC4,538$394 03/31/2019
     IWS4,538$394 03/31/2019
Park Avenue Securities LLC4,386$385 03/31/2019
     IWS4,386$385 03/31/2019
Bronfman E.L. Rothschild L.P.4,383$381 03/31/2019
     IWS4,383$381 03/31/2019
Manchester Capital Management LLC4,376$380 03/31/2019
     IWS4,376$380 03/31/2019
Baker Ellis Asset Management LLC4,266$371 03/31/2019
     IWS4,266$371 03/31/2019
Voya Financial Advisors Inc.4,292$371 03/31/2019
     IWS4,292$371 03/31/2019
Neuberger Berman Group LLC4,218$366 03/31/2019
     IWS4,218$366 03/31/2019
Carnegie Capital Asset Management LLC4,217$366 03/31/2019
     IWS4,217$366 03/31/2019
Meridian Wealth Management LLC4,194$364 03/31/2019
     IWS4,194$364 03/31/2019
Financial Advocates Investment Management4,180$363 03/31/2019
     IWS4,180$363 03/31/2019
Gryphon Financial Partners LLC4,156$361 03/31/2019
     IWS4,156$361 03/31/2019
1ST Source Bank4,097$356 03/31/2019
     IWS4,097$356 03/31/2019
Ballew Advisors Inc3,961$354 03/31/2019
     IWS3,961$354 03/31/2019
EFG Asset Management Americas Corp.3,933$351 06/30/2019
     IWS3,933$351 06/30/2019
Roman Butler Fullerton & Co.4,039$351 03/31/2019
     IWS4,039$351 03/31/2019
Crestwood Advisors Group LLC3,975$345 03/31/2019
     IWS3,975$345 03/31/2019
Berkshire Asset Management LLC PA3,943$342 03/31/2019
     IWS3,943$342 03/31/2019
Chemical Bank3,870$336 03/31/2019
     IWS3,870$336 03/31/2019
BKD Wealth Advisors LLC3,764$335 06/30/2019
     IWS3,764$335 06/30/2019
Mission Wealth Management LP3,857$335 03/31/2019
     IWS3,857$335 03/31/2019
Intrust Bank NA3,847$334 03/31/2019
     IWS3,847$334 03/31/2019
Aft Forsyth & Company Inc.3,830$333 03/31/2019
     IWS3,830$333 03/31/2019
Renaissance Technologies LLC3,818$332 03/31/2019
     IWS3,818$332 03/31/2019
Stokes & Hubbell Capital Management LLC3,825$332 03/31/2019
     IWS3,825$332 03/31/2019
Proequities Inc.3,816$330 03/31/2019
     IWS3,816$330 03/31/2019
Icon Wealth Partners LLC3,798$330 03/31/2019
     IWS3,798$330 03/31/2019
Two Sigma Securities LLC3,772$328 03/31/2019
     IWS3,772$328 03/31/2019
Moors & Cabot Inc.3,736$326 03/31/2019
     IWS3,736$326 03/31/2019
IFP Advisors Inc3,745$326 03/31/2019
     IWS3,745$326 03/31/2019
Baystate Wealth Management LLC3,623$325 06/30/2019
     IWS3,623$325 06/30/2019
Cypress Wealth Services LLC3,740$325 03/31/2019
     IWS3,740$325 03/31/2019
Milestone Group Inc.3,728$324 03/31/2019
     IWS3,728$324 03/31/2019
Frisch Financial Group Inc.3,696$321 03/31/2019
     IWS3,696$321 03/31/2019
Naples Global Advisors LLC3,548$316 06/30/2019
     IWS3,548$316 06/30/2019
O Brien Wealth Partners LLC3,497$316 06/30/2019
     IWS3,497$316 06/30/2019
Alpha Cubed Investments LLC3,640$316 03/31/2019
     IWS3,640$316 03/31/2019
V Wealth Advisors LLC3,516$314 03/31/2019
     IWS3,516$314 03/31/2019
Beese Fulmer Investment Management Inc.3,478$310 06/30/2019
     IWS3,478$310 06/30/2019
Cornerstone Advisors Inc.3,380$301 06/30/2019
     IWS3,380$301 06/30/2019
Means Investment CO. Inc.3,450$300 03/31/2019
     IWS3,450$300 03/31/2019
Dowling & Yahnke LLC3,415$297 03/31/2019
     IWS3,415$297 03/31/2019
Acima Private Wealth LLC3,410$296 03/31/2019
     IWS3,410$296 03/31/2019
DAVENPORT & Co LLC3,303$294 06/30/2019
     IWS3,303$294 06/30/2019
Cobblestone Capital Advisors LLC NY3,346$291 03/31/2019
     IWS3,346$291 03/31/2019
Smith & Howard Wealth Management LLC3,330$289 03/31/2019
     IWS3,330$289 03/31/2019
Riverview Trust Co3,229$288 06/30/2019
     IWS3,229$288 06/30/2019
Hochman Cole Investment Advisors Inc.3,277$285 03/31/2019
     IWS3,277$285 03/31/2019
Wrapmanager Inc.3,224$280 03/31/2019
     IWS3,224$280 03/31/2019
MV Capital Management Inc.3,217$279 03/31/2019
     IWS3,217$279 03/31/2019
Valmark Advisers Inc.3,203$278 03/31/2019
     IWS3,203$278 03/31/2019
Pacific Financial Group Inc.3,164$275 06/30/2019
     IWS3,164$275 06/30/2019
Marshall Financial Group Inc. ADV3,168$275 03/31/2019
     IWS3,168$275 03/31/2019
United Bank3,153$274 03/31/2019
     IWS3,153$274 03/31/2019
Appleton Partners Inc. MA3,145$273 03/31/2019
     IWS3,145$273 03/31/2019
Carroll Financial Associates Inc.3,043$271 06/30/2019
     IWS3,043$271 06/30/2019
CWM LLC3,101$269 03/31/2019
     IWS3,101$269 03/31/2019
Comerica Securities Inc.3,039$264 03/31/2019
     IWS3,039$264 03/31/2019
ST Germain D J Co. Inc.3,005$261 03/31/2019
     IWS3,005$261 03/31/2019
Williams Jones & Associates LLC3,000$261 03/31/2019
     IWS3,000$261 03/31/2019
Pittenger & Anderson Inc.3,000$261 03/31/2019
     IWS3,000$261 03/31/2019
Level Four Advisory Services LLC2,974$258 03/31/2019
     IWS2,974$258 03/31/2019
Mercer Global Advisors Inc. ADV2,952$256 03/31/2019
     IWS2,952$256 03/31/2019
RDA Financial Network2,768$249 06/30/2019
     IWS2,768$249 06/30/2019
Lcnb Corp2,853$248 03/31/2019
     IWS2,853$248 03/31/2019
Northwest Wealth Management LLC2,831$246 03/31/2019
     IWS2,831$246 03/31/2019
Balasa Dinverno & Foltz LLC2,800$243 03/31/2019
     IWS2,800$243 03/31/2019
Retirement Income Solutions Inc2,794$243 03/31/2019
     IWS2,794$243 03/31/2019
Smith Moore & CO.2,773$241 03/31/2019
     IWS2,773$241 03/31/2019
Lido Advisors LLC2,770$240 03/31/2019
     IWS2,770$240 03/31/2019
Global Retirement Partners LLC2,743$238 03/31/2019
     IWS2,743$238 03/31/2019
Stock Yards Bank & Trust Co.2,654$236 06/30/2019
     IWS2,654$236 06/30/2019
Private Portfolio Partners LLC2,657$231 03/31/2019
     IWS2,657$231 03/31/2019
Ballentine Partners LLC2,647$230 03/31/2019
     IWS2,647$230 03/31/2019
AJ Wealth Strategies LLC2,634$229 03/31/2019
     IWS2,634$229 03/31/2019
Capital Directions Investment Advisors LLC2,628$228 03/31/2019
     IWS2,628$228 03/31/2019
Tiedemann Advisors LLC2,576$223 03/31/2019
     IWS2,576$223 03/31/2019
Mid Atlantic Financial Management Inc. ADV2,558$222 03/31/2019
     IWS2,558$222 03/31/2019
Coldstream Capital Management Inc.2,542$221 03/31/2019
     IWS2,542$221 03/31/2019
Landmark Bank2,539$221 03/31/2019
     IWS2,539$221 03/31/2019
Ballast Inc.2,504$217 03/31/2019
     IWS2,504$217 03/31/2019
Bremer Bank National Association2,390$214 03/31/2019
     IWS2,390$214 03/31/2019
Oakworth Capital Inc.2,444$213 03/31/2019
     IWS2,444$213 03/31/2019
Brave Asset Management Inc.2,439$212 03/31/2019
     IWS2,439$212 03/31/2019
MONECO Advisors LLC2,431$211 03/31/2019
     IWS2,431$211 03/31/2019
Droms Strauss Advisors Inc. MO ADV2,416$210 03/31/2019
     IWS2,416$210 03/31/2019
Middleton & Co Inc MA2,401$209 03/31/2019
     IWS2,401$209 03/31/2019
Paloma Partners Management Co2,396$208 03/31/2019
     IWS2,396$208 03/31/2019
KCM Investment Advisors LLC2,380$207 03/31/2019
     IWS2,380$207 03/31/2019
Burt Wealth Advisors2,377$206 03/31/2019
     IWS2,377$206 03/31/2019
Pensionmark Financial Group LLC2,344$204 03/31/2019
     IWS2,344$204 03/31/2019
Oarsman Capital Inc.2,334$203 03/31/2019
     IWS2,334$203 03/31/2019
Koshinski Asset Management Inc.2,328$202 03/31/2019
     IWS2,328$202 03/31/2019
Market Street Wealth Management Advisors LLC2,316$201 03/31/2019
     IWS2,316$201 03/31/2019
Evercore Wealth Management LLC2,299$200 03/31/2019
     IWS2,299$200 03/31/2019
Regal Investment Advisors LLC2,300$200 03/31/2019
     IWS2,300$200 03/31/2019
First Command Bank2,229$198 06/30/2019
     IWS2,229$198 06/30/2019
First Command Financial Services Inc.2,229$198 06/30/2019
     IWS2,229$198 06/30/2019
Ameritas Investment Corp2,242$195 03/31/2019
     IWS2,242$195 03/31/2019
Parkside Financial Bank & Trust2,249$195 03/31/2019
     IWS2,249$195 03/31/2019
SeaCrest Wealth Management LLC2,072$180 03/31/2019
     IWS2,072$180 03/31/2019
First National Corp MA ADV2,059$179 03/31/2019
     IWS2,059$179 03/31/2019
Lazard Asset Management LLC2,000$173 03/31/2019
     IWS2,000$173 03/31/2019
Citizens Financial Group Inc RI1,962$170 03/31/2019
     IWS1,962$170 03/31/2019
ERTS Wealth Advisors LLC2,187$167 03/31/2019
     IWS2,187$167 03/31/2019
Parallel Advisors LLC1,838$160 03/31/2019
     IWS1,838$160 03/31/2019
Coastal Investment Advisors Inc.1,827$159 03/31/2019
     IWS1,827$159 03/31/2019
Flagship Harbor Advisors LLC1,822$158 03/31/2019
     IWS1,822$158 03/31/2019
Rehmann Capital Advisory Group1,803$157 03/31/2019
     IWS1,803$157 03/31/2019
Legacy Advisors LLC1,626$145 06/30/2019
     IWS1,626$145 06/30/2019
UBS Asset Management Americas Inc.1,643$143 03/31/2019
     IWS1,643$143 03/31/2019
Bedel Financial Consulting Inc.1,650$143 03/31/2019
     IWS1,650$143 03/31/2019
Pathstone Family Office LLC1,566$136 03/31/2019
     IWS1,566$136 03/31/2019
Glassman Wealth Services1,548$134 03/31/2019
     IWS1,548$134 03/31/2019
Ferris Capital LLC1,500$130 03/31/2019
     IWS1,500$130 03/31/2019
Trust Department MB Financial Bank N A1,430$124 03/31/2019
     IWS1,430$124 03/31/2019
Smithfield Trust Co.1,410$122 03/31/2019
     IWS1,410$122 03/31/2019
Fortis Advisors LLC1,328$115 03/31/2019
     IWS1,328$115 03/31/2019
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,300$113 03/31/2019
     IWS1,300$113 03/31/2019
NEXT Financial Holdings1,298$113 03/31/2019
     IWS1,298$113 03/31/2019
Alpha Omega Wealth Management LLC1,218$106 03/31/2019
     IWS1,218$106 03/31/2019
Signaturefd LLC1,203$104 03/31/2019
     IWS1,203$104 03/31/2019
Brown Brothers Harriman & Co.1,184$103 03/31/2019
     IWS1,184$103 03/31/2019
Sasco Capital Inc. CT1,190$103 03/31/2019
     IWS1,190$103 03/31/2019
WealthBridge Capital Management LLC1,175$103 03/31/2019
     IWS1,175$103 03/31/2019
Washington Trust Bank1,174$102 03/31/2019
     IWS1,174$102 03/31/2019
FinTrust Capital Advisors LLC1,141$99 03/31/2019
     IWS1,141$99 03/31/2019
First Manhattan Co.1,114$96 03/31/2019
     IWS1,114$96 03/31/2019
Pinnacle Bank1,071$95 06/30/2019
     IWS1,071$95 06/30/2019
Trust Co1,019$91 06/30/2019
     IWS1,019$91 06/30/2019
Emerald Investment Partners LLC962$84 03/31/2019
     IWS962$84 03/31/2019
Optimum Investment Advisors952$83 03/31/2019
     IWS952$83 03/31/2019
Marino Stram & Associates LLC883$77 03/31/2019
     IWS883$77 03/31/2019
Wealthcare Advisory Partners LLC870$76 03/31/2019
     IWS870$76 03/31/2019
Jacobi Capital Management LLC871$76 03/31/2019
     IWS871$76 03/31/2019
Duncker Streett & Co. Inc.866$75 03/31/2019
     IWS866$75 03/31/2019
Valeo Financial Advisors LLC826$74 06/30/2019
     IWS826$74 06/30/2019
Barrett Asset Management LLC825$72 03/31/2019
     IWS825$72 03/31/2019
Compagnie Lombard Odier SCmA812$71 03/31/2019
     IWS812$71 03/31/2019
Enterprise Financial Services Corp809$70 03/31/2019
     IWS809$70 03/31/2019
Braun Bostich & Associates Inc.743$65 03/31/2019
     IWS743$65 03/31/2019
Jackson Grant Investment Advisers Inc.742$64 03/31/2019
     IWS742$64 03/31/2019
Bessemer Group Inc.720$63 03/31/2019
     IWS720$63 03/31/2019
Trust Co. of Vermont722$62 03/31/2019
     IWS722$62 03/31/2019
Farmers & Merchants Trust Co of Chambersburg PA700$61 03/31/2019
     IWS700$61 03/31/2019
Brand Asset Management Group Inc.613$53 03/31/2019
     IWS613$53 03/31/2019
Global Trust Asset Management LLC600$52 03/31/2019
     IWS600$52 03/31/2019
Golden State Wealth Management LLC598$52 03/31/2019
     IWS598$52 03/31/2019
Ropes Wealth Advisors LLC591$51 03/31/2019
     IWS591$51 03/31/2019
Whitnell & Co.538$48 06/30/2019
     IWS538$48 06/30/2019
BerganKDV Wealth Management LLC557$48 03/31/2019
     IWS557$48 03/31/2019
Private Ocean LLC536$47 03/31/2019
     IWS536$47 03/31/2019
McIlrath & Eck LLC524$46 03/31/2019
     IWS524$46 03/31/2019
Cresset Asset Management LLC521$45 03/31/2019
     IWS521$45 03/31/2019
Farmers & Merchants Investments Inc.495$43 03/31/2019
     IWS495$43 03/31/2019
Financial Advantage Inc.500$43 03/31/2019
     IWS500$43 03/31/2019
Permanens Capital L.P.499$43 03/31/2019
     IWS499$43 03/31/2019
Lake Point Wealth Management584$42 03/31/2019
     IWS584$42 03/31/2019
SYM FINANCIAL Corp460$40 03/31/2019
     IWS460$40 03/31/2019
Capital Bank & Trust Co460$40 03/31/2019
     IWS460$40 03/31/2019
Truewealth LLC434$39 06/30/2019
     IWS434$39 06/30/2019
Sterling Investment Advisors Ltd.434$38 03/31/2019
     IWS434$38 03/31/2019
Cullen Frost Bankers Inc.424$37 03/31/2019
     IWS424$37 03/31/2019
Benjamin F. Edwards & Company Inc.430$37 03/31/2019
     IWS430$37 03/31/2019
Norway Savings Bank400$36 06/30/2019
     IWS400$36 06/30/2019
Litman Gregory Asset Management LLC416$36 03/31/2019
     IWS416$36 03/31/2019
RPg Family Wealth Advisory LLC420$36 03/31/2019
     IWS420$36 03/31/2019
Osborn Williams & Donohoe LLC396$35 03/31/2019
     IWS396$35 03/31/2019
Financial Gravity Wealth Inc.399$35 03/31/2019
     IWS399$35 03/31/2019
Atwood & Palmer Inc.390$34 03/31/2019
     IWS390$34 03/31/2019
Advantage Investment Management LLC382$33 03/31/2019
     IWS382$33 03/31/2019
Taylor Hoffman Wealth Management375$33 03/31/2019
     IWS375$33 03/31/2019
Hudock Capital Group LLC373$32 03/31/2019
     IWS373$32 03/31/2019
Deutsche Bank AG350$30 03/31/2019
     IWS350$30 03/31/2019
Macroview Investment Management LLC342$30 03/31/2019
     IWS342$30 03/31/2019
Ellevest Inc.339$29 03/31/2019
     IWS339$29 03/31/2019
Massmutual Trust Co. FSB ADV325$28 03/31/2019
     IWS325$28 03/31/2019
Security National Trust Co.317$28 03/31/2019
     IWS317$28 03/31/2019
American National Bank325$28 03/31/2019
     IWS325$28 03/31/2019
Lehman & Derafelo Financial Resources LLC318$28 03/31/2019
     IWS318$28 03/31/2019
Oppenheimer Asset Management Inc.310$27 03/31/2019
     IWS310$27 03/31/2019
MRA Associates USA LLC316$27 03/31/2019
     IWS316$27 03/31/2019
Blue Bell Private Wealth Management LLC300$26 03/31/2019
     IWS300$26 03/31/2019
Financial Architects Inc300$26 03/31/2019
     IWS300$26 03/31/2019
Covenant Multifamily Offices LLC301$26 03/31/2019
     IWS301$26 03/31/2019
Legacy Financial Advisors Inc.300$26 03/31/2019
     IWS300$26 03/31/2019
Ellis Investment Partners LLC26,839$26 03/31/2019
     IWS26,839$26 03/31/2019
Destination Wealth Management284$25 03/31/2019
     IWS284$25 03/31/2019
WP Advisors LLC287$25 03/31/2019
     IWS287$25 03/31/2019
Focused Wealth Management Inc261$23 03/31/2019
     IWS261$23 03/31/2019
Hanson McClain Inc.249$22 03/31/2019
     IWS249$22 03/31/2019
Archford Capital Strategies LLC250$22 03/31/2019
     IWS250$22 03/31/2019
Institutional & Family Asset Management LLC250$22 03/31/2019
     IWS250$22 03/31/2019
Cable Hill Partners LLC251$22 03/31/2019
     IWS251$22 03/31/2019
Laurel Wealth Advisors LLC248$22 03/31/2019
     IWS248$22 03/31/2019
Pflug Koory LLC236$20 03/31/2019
     IWS236$20 03/31/2019
Valley National Advisers Inc.215$19 03/31/2019
     IWS215$19 03/31/2019
Cambria Investment Management L.P.1$19 03/31/2019
     IWS1$19 03/31/2019
Ruggie Capital Group200$17 03/31/2019
     IWS200$17 03/31/2019
Strategic Wealth Partners Ltd.199$17 03/31/2019
     IWS199$17 03/31/2019
Hanson & Doremus Investment Management187$16 03/31/2019
     IWS187$16 03/31/2019
Front Row Advisors LLC179$16 03/31/2019
     IWS179$16 03/31/2019
Alera Investment Advisors LLC183$16 03/31/2019
     IWS183$16 03/31/2019
Plante Moran Financial Advisors LLC162$14 03/31/2019
     IWS162$14 03/31/2019
SevenBridge Financial Group LLC150$13 06/30/2019
     IWS150$13 06/30/2019
Sound Income Strategies LLC130$12 06/30/2019
     IWS130$12 06/30/2019
Endurance Wealth Management Inc.137$12 03/31/2019
     IWS137$12 03/31/2019
Executive Wealth Management LLC140$12 03/31/2019
     IWS140$12 03/31/2019
Liberty Wealth Management LLC149$12 03/31/2019
     IWS149$12 03/31/2019
First Financial Corp IN120$11 06/30/2019
     IWS120$11 06/30/2019
Cramer Rosenthal Mcglynn LLC125$11 03/31/2019
     IWS125$11 03/31/2019
Pin Oak Investment Advisors Inc.128$11 03/31/2019
     IWS128$11 03/31/2019
Horan Securities Inc.125$11 03/31/2019
     IWS125$11 03/31/2019
Fusion Family Wealth LLC129$11 03/31/2019
     IWS129$11 03/31/2019
Investors Research Corp116$10 06/30/2019
     IWS116$10 06/30/2019
AlphaMark Advisors LLC120$10 03/31/2019
     IWS120$10 03/31/2019
CLS Investments LLC112$10 03/31/2019
     IWS112$10 03/31/2019
TCI Wealth Advisors Inc.118$10 03/31/2019
     IWS118$10 03/31/2019
Capital Advisors Ltd. LLC106$9 03/31/2019
     IWS106$9 03/31/2019
Patriot Financial Group Insurance Agency LLC110$9 03/31/2019
     IWS110$9 03/31/2019
Weaver Consulting Group105$9 03/31/2019
     IWS105$9 03/31/2019
Hartford Financial Management Inc.80$7 03/31/2019
     IWS80$7 03/31/2019
Asset Dedication LLC79$7 03/31/2019
     IWS79$7 03/31/2019
YorkBridge Wealth Partners LLC80$7 03/31/2019
     IWS80$7 03/31/2019
Reilly Financial Advisors LLC65$6 03/31/2019
     IWS65$6 03/31/2019
Tower Research Capital LLC TRC 54$5 03/31/2019
     IWS54$5 03/31/2019
Intellectus Partners LLC57$5 03/31/2019
     IWS57$5 03/31/2019
BDO Wealth Advisors LLC53$5 03/31/2019
     IWS53$5 03/31/2019
Truvestments Capital LLC50$4 06/30/2019
     IWS50$4 06/30/2019
Mascoma Wealth Management LLC50$4 03/31/2019
     IWS50$4 03/31/2019
Providence Capital Advisors LLC48$4 03/31/2019
     IWS48$4 03/31/2019
Lindbrook Capital LLC56$4 03/31/2019
     IWS56$4 03/31/2019
Larson Financial Group LLC39$3 06/30/2019
     IWS39$3 06/30/2019
Systematic Financial Management LP36$3 03/31/2019
     IWS36$3 03/31/2019
LifePlan Financial Group Inc25$2 06/30/2019
     IWS25$2 06/30/2019
Sageworth Trust Co9$1 03/31/2019
     IWS9$1 03/31/2019
Requisite Capital Management LLC9$1 03/31/2019
     IWS9$1 03/31/2019
Quad Cities Investment Group LLC10$1 03/31/2019
     IWS10$1 03/31/2019
Bell Rock Capital LLC12$1 03/31/2019
     IWS12$1 03/31/2019
Gradient Investments LLC5$0 06/30/2019
     IWS5$0 06/30/2019
Bogart Wealth LLC0$0 06/30/2019
     IWS0$0 06/30/2019
Assetmark Inc.4$0 03/31/2019
     IWS4$0 03/31/2019
Parallax Volatility Advisers L.P.1$0 03/31/2019
     IWS1$0 03/31/2019
New World Advisors LLC5$0 03/31/2019
     IWS5$0 03/31/2019
Jane Street Group LLC2,447$-169 03/31/2019
     Put4,400$382 03/31/2019
     IWS2,447$213 03/31/2019

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

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