HoldingsChannel.com
Funds Holding IWV
HolderAmountPosition Size
($ in 1000's)
 As of
SCS Capital Management LLC3,817,370$719,536 12/31/2019
     IWV3,817,370$719,536 12/31/2019
BlackRock Inc.1,448,766$273,078 12/31/2019
     IWV1,448,766$273,078 12/31/2019
First Republic Investment Management Inc.1,326,894$250,106 12/31/2019
     IWV1,326,894$250,106 12/31/2019
Northern Trust Corp1,176,347$221,730 12/31/2019
     IWV1,176,347$221,730 12/31/2019
Bank of America Corp DE1,126,221$212,281 12/31/2019
     IWV1,126,221$212,281 12/31/2019
Sentinel Trust Co. LBA967,046$182,278 12/31/2019
     IWV967,046$182,278 12/31/2019
Pitcairn Co.822,369$155,008 12/31/2019
     IWV822,369$155,008 12/31/2019
Jones Financial Companies Lllp820,418$154,641 12/31/2019
     IWV820,418$154,641 12/31/2019
UBS Group AG639,920$120,619 12/31/2019
     IWV639,920$120,619 12/31/2019
Morgan Stanley611,351$115,234 12/31/2019
     IWV611,351$115,234 12/31/2019
Ameriprise Financial Inc.600,260$113,051 12/31/2019
     IWV600,260$113,051 12/31/2019
Truist Financial Corp573,354$108,073 12/31/2019
     IWV573,354$108,073 12/31/2019
Goldman Sachs Group Inc.572,334$107,880 12/31/2019
     IWV572,334$107,880 12/31/2019
Evensky & Katz LLC542,523$102,260 12/31/2019
     IWV542,523$102,260 12/31/2019
Davis R M Inc.485,735$91,556 12/31/2019
     IWV485,735$91,556 12/31/2019
US Bancorp DE412,376$77,729 12/31/2019
     IWV412,376$77,729 12/31/2019
Wells Fargo & Company MN389,302$73,380 12/31/2019
     IWV389,302$73,380 12/31/2019
LPL Financial LLC375,223$70,726 12/31/2019
     IWV375,223$70,726 12/31/2019
PNC Financial Services Group Inc.357,520$67,390 12/31/2019
     IWV357,520$67,390 12/31/2019
Amalgamated Bank352,068$66,361 12/31/2019
     IWV352,068$66,361 12/31/2019
Aviva PLC314,753$59,328 12/31/2019
     IWV314,753$59,328 12/31/2019
JPMorgan Chase & Co.269,138$50,730 12/31/2019
     IWV269,138$50,730 12/31/2019
Bank of New York Mellon Corp246,996$46,557 12/31/2019
     IWV246,996$46,557 12/31/2019
Family Firm Inc.246,832$46,525 12/31/2019
     IWV246,832$46,525 12/31/2019
Waldron Private Wealth LLC240,978$45,421 12/31/2019
     IWV240,978$45,421 12/31/2019
Envestnet Asset Management Inc.239,169$45,081 12/31/2019
     IWV239,169$45,081 12/31/2019
Fort Washington Investment Advisors Inc. OH221,517$41,754 12/31/2019
     IWV221,517$41,754 12/31/2019
Tlwm216,080$40,719 12/31/2019
     IWV216,080$40,719 12/31/2019
TIAA FSB195,027$36,761 12/31/2019
     IWV195,027$36,761 12/31/2019
Tanglewood Wealth Management Inc.192,596$36,302 12/31/2019
     IWV192,596$36,302 12/31/2019
Blair William & Co. IL184,498$34,776 12/31/2019
     IWV184,498$34,776 12/31/2019
Cresset Asset Management LLC182,918$34,478 12/31/2019
     IWV182,918$34,478 12/31/2019
Bessemer Group Inc.182,483$34,397 12/31/2019
     IWV182,483$34,397 12/31/2019
Raymond James Financial Services Advisors Inc.174,758$32,940 12/31/2019
     IWV174,758$32,940 12/31/2019
HighTower Advisors LLC168,583$31,790 12/31/2019
     IWV168,583$31,790 12/31/2019
Proficio Capital Partners LLC166,931$31,465 12/31/2019
     IWV166,931$31,465 12/31/2019
Ballentine Partners LLC161,307$30,405 12/31/2019
     IWV161,307$30,405 12/31/2019
Commerce Bank153,992$29,026 12/31/2019
     IWV153,992$29,026 12/31/2019
McCutchen Group LLC151,735$28,601 12/31/2019
     IWV151,735$28,601 12/31/2019
Commonwealth Equity Services LLC148,485$27,988 12/31/2019
     IWV148,485$27,988 12/31/2019
Brighton Jones LLC147,901$27,878 12/31/2019
     IWV147,901$27,878 12/31/2019
Allianz Asset Management GmbH147,551$27,812 12/31/2019
     IWV147,551$27,812 12/31/2019
Calamos Wealth Management LLC132,324$24,942 12/31/2019
     IWV132,324$24,942 12/31/2019
Brown Advisory Inc.129,272$24,366 12/31/2019
     IWV129,272$24,366 12/31/2019
Derby & Company Inc.128,619$24,243 12/31/2019
     IWV128,619$24,243 12/31/2019
United Capital Financial Advisers LLC128,046$24,135 12/31/2019
     IWV128,046$24,135 12/31/2019
Royal Bank of Canada124,028$23,378 12/31/2019
     IWV124,028$23,378 12/31/2019
Great Diamond Partners LLC118,284$22,295 12/31/2019
     IWV118,284$22,295 12/31/2019
FMR LLC113,918$21,472 12/31/2019
     IWV113,918$21,472 12/31/2019
Ladenburg Thalmann Financial Services Inc.133,368$21,391 12/31/2019
     IWV133,368$21,391 12/31/2019
State Street Corp112,397$21,186 12/31/2019
     IWV112,397$21,186 12/31/2019
Mercer Global Advisors Inc. ADV111,941$21,100 12/31/2019
     IWV111,941$21,100 12/31/2019
Wechter Feldman Wealth Management Inc.109,935$20,722 12/31/2019
     IWV109,935$20,722 12/31/2019
Fifth Third Bancorp108,287$20,411 12/31/2019
     IWV108,287$20,411 12/31/2019
Baker Avenue Asset Management LP107,180$20,202 12/31/2019
     IWV107,180$20,202 12/31/2019
Tiedemann Advisors LLC102,688$19,359 12/31/2019
     IWV102,688$19,359 12/31/2019
GM Advisory Group Inc.100,996$19,037 12/31/2019
     IWV100,996$19,037 12/31/2019
Baird Financial Group Inc.94,949$17,897 12/31/2019
     IWV94,949$17,897 12/31/2019
Clearstead Advisors LLC94,305$17,776 12/31/2019
     IWV94,305$17,776 12/31/2019
Synovus Financial Corp90,733$17,102 12/31/2019
     IWV90,733$17,102 12/31/2019
Stephens Inc. AR87,413$16,476 12/31/2019
     IWV87,413$16,476 12/31/2019
O Shaughnessy Asset Management LLC81,365$15,336 12/31/2019
     IWV81,365$15,336 12/31/2019
Iberiabank Corp80,967$15,261 12/31/2019
     IWV80,967$15,261 12/31/2019
Stairway Partners LLC102,734$15,239 03/31/2020
     IWV102,734$15,239 03/31/2020
Truepoint Inc.80,158$15,109 12/31/2019
     IWV80,158$15,109 12/31/2019
Stone House Investment Management LLC78,464$14,790 12/31/2019
     IWV78,464$14,790 12/31/2019
Diversified Portfolios Inc.75,041$14,145 12/31/2019
     IWV75,041$14,145 12/31/2019
Compass Financial Group Inc.74,491$14,041 12/31/2019
     IWV74,491$14,041 12/31/2019
Strategic Investment Management LLC73,795$13,909 12/31/2019
     IWV73,795$13,909 12/31/2019
Northwestern Mutual Wealth Management Co.71,802$13,534 12/31/2019
     IWV71,802$13,534 12/31/2019
Warren Averett Asset Management LLC65,181$12,730 12/31/2019
     IWV65,181$12,730 12/31/2019
AlphaCore Capital LLC67,509$12,725 12/31/2019
     IWV67,509$12,725 12/31/2019
Captrust Financial Advisors66,041$12,547 12/31/2019
     IWV66,041$12,547 12/31/2019
Raymond James & Associates66,446$12,524 12/31/2019
     IWV66,446$12,524 12/31/2019
Wealthspire Advisors L.P.63,206$11,914 12/31/2019
     IWV63,206$11,914 12/31/2019
Tolleson Wealth Management Inc.63,075$11,889 12/31/2019
     IWV63,075$11,889 12/31/2019
Park Avenue Securities LLC62,740$11,826 12/31/2019
     IWV62,740$11,826 12/31/2019
Capital Directions Investment Advisors LLC61,413$11,576 12/31/2019
     IWV61,413$11,576 12/31/2019
MML Investors Services LLC60,253$11,357 12/31/2019
     IWV60,253$11,357 12/31/2019
O Brien Wealth Partners LLC75,878$10,939 03/31/2020
     IWV75,878$10,939 03/31/2020
Mariner LLC57,974$10,927 12/31/2019
     IWV57,974$10,927 12/31/2019
Cumberland Advisors Inc.55,654$10,490 12/31/2019
     IWV55,654$10,490 12/31/2019
Vaughan David Investments LLC IL54,775$10,325 12/31/2019
     IWV54,775$10,325 12/31/2019
Glenmede Trust Co. NA53,704$10,121 12/31/2019
     IWV53,704$10,121 12/31/2019
Greenwood Capital Associates LLC50,164$9,423 12/31/2019
     IWV50,164$9,423 12/31/2019
Fiduciary Trust Co.48,545$9,150 12/31/2019
     IWV48,545$9,150 12/31/2019
Beacon Pointe Wealth Advisors LLC47,984$9,049 12/31/2019
     IWV47,984$9,049 12/31/2019
Campbell Wealth Management45,212$8,522 12/31/2019
     IWV45,212$8,522 12/31/2019
BOK Financial Private Wealth Inc.44,310$8,352 12/31/2019
     IWV44,310$8,352 12/31/2019
Stifel Financial Corp43,935$8,283 12/31/2019
     IWV43,935$8,283 12/31/2019
Johnson Investment Counsel Inc.43,050$8,114 12/31/2019
     IWV43,050$8,114 12/31/2019
Conservest Capital Advisors Inc.42,395$7,991 12/31/2019
     IWV42,395$7,991 12/31/2019
Integer Wealth Advisors Group LLC40,412$7,793 12/31/2019
     IWV40,412$7,793 12/31/2019
Cetera Advisor Networks LLC39,899$7,522 12/31/2019
     IWV39,899$7,522 12/31/2019
Veritable L.P.39,832$7,508 12/31/2019
     IWV39,832$7,508 12/31/2019
Roble Belko & Company Inc39,114$7,373 12/31/2019
     IWV39,114$7,373 12/31/2019
Ipswich Investment Management Co. Inc.38,016$7,166 12/31/2019
     IWV38,016$7,166 12/31/2019
Fiera Capital Corp37,607$7,088 12/31/2019
     IWV37,607$7,088 12/31/2019
Wealth CMT37,311$7,033 12/31/2019
     IWV37,311$7,033 12/31/2019
Pegasus Partners Ltd.37,171$7,006 12/31/2019
     IWV37,171$7,006 12/31/2019
Regis Management CO LLC35,786$6,745 12/31/2019
     IWV35,786$6,745 12/31/2019
Meridian Financial Partners LLC33,197$6,304 12/31/2019
     IWV33,197$6,304 12/31/2019
Karp Capital Management Corp33,285$6,274 12/31/2019
     IWV33,285$6,274 12/31/2019
Simmons Bank33,215$6,261 12/31/2019
     IWV33,215$6,261 12/31/2019
Chesapeake Wealth Management33,171$6,253 12/31/2019
     IWV33,171$6,253 12/31/2019
First National Bank of Omaha32,601$6,145 12/31/2019
     IWV32,601$6,145 12/31/2019
BKD Wealth Advisors LLC32,385$6,104 12/31/2019
     IWV32,385$6,104 12/31/2019
Covenant Multifamily Offices LLC33,820$5,849 12/31/2019
     IWV33,820$5,849 12/31/2019
Ieq Capital LLC31,002$5,844 12/31/2019
     IWV31,002$5,844 12/31/2019
St. Louis Trust Co30,561$5,760 12/31/2019
     IWV30,561$5,760 12/31/2019
Athena Capital Advisors LLC30,497$5,748 12/31/2019
     IWV30,497$5,748 12/31/2019
Comerica Bank29,418$5,638 12/31/2019
     IWV29,418$5,638 12/31/2019
Tower View Investment Management & Research LLC29,219$5,507 12/31/2019
     IWV29,219$5,507 12/31/2019
Winthrop Advisory Group LLC28,847$5,437 12/31/2019
     IWV28,847$5,437 12/31/2019
Advisor Group Inc.28,726$5,415 12/31/2019
     IWV28,726$5,415 12/31/2019
MPS Loria Financial Planners LLC27,758$5,232 12/31/2019
     IWV27,758$5,232 12/31/2019
Brinker Capital Inc.27,658$5,213 12/31/2019
     IWV27,658$5,213 12/31/2019
Lido Advisors LLC27,083$5,105 12/31/2019
     IWV27,083$5,105 12/31/2019
BigSur Wealth Management LLC27,000$5,089 12/31/2019
     IWV27,000$5,089 12/31/2019
Chicago Partners Investment Group LLC24,941$4,835 12/31/2019
     IWV24,941$4,835 12/31/2019
Spring Creek Investment Management LLC25,500$4,806 12/31/2019
     IWV25,500$4,806 12/31/2019
Whittier Trust Co.25,436$4,794 12/31/2019
     IWV25,436$4,794 12/31/2019
Credit Suisse AG25,286$4,766 12/31/2019
     IWV25,286$4,766 12/31/2019
Midwest Professional Planners LTD.25,253$4,760 12/31/2019
     IWV25,253$4,760 12/31/2019
Sunbelt Securities Inc.100$4,712 12/31/2019
     IWV100$4,712 12/31/2019
Prudential Financial Inc.24,750$4,665 12/31/2019
     IWV24,750$4,665 12/31/2019
Congress Asset Management Co. MA24,566$4,630 12/31/2019
     IWV24,566$4,630 12/31/2019
Citigroup Inc.23,172$4,368 12/31/2019
     IWV23,172$4,368 12/31/2019
Cambridge Investment Research Advisors Inc.23,170$4,367 12/31/2019
     IWV23,170$4,367 12/31/2019
Jackson Wealth Management LLC22,419$4,310 12/31/2019
     IWV22,419$4,310 12/31/2019
Twin Focus Capital Partners LLC22,581$4,256 12/31/2019
     IWV22,581$4,256 12/31/2019
Aspiriant LLC22,538$4,248 12/31/2019
     IWV22,538$4,248 12/31/2019
First Allied Advisory Services Inc.22,246$4,200 12/31/2019
     IWV22,246$4,200 12/31/2019
Financial Services Advisory Inc21,907$4,129 12/31/2019
     IWV21,907$4,129 12/31/2019
Lutz Financial Services LLC21,394$4,033 12/31/2019
     IWV21,394$4,033 12/31/2019
JMG Financial Group Ltd.20,804$3,921 12/31/2019
     IWV20,804$3,921 12/31/2019
Federated Hermes Inc.20,590$3,881 12/31/2019
     IWV20,590$3,881 12/31/2019
New South Capital Management Inc.20,545$3,873 12/31/2019
     IWV20,545$3,873 12/31/2019
Two Sigma Securities LLC20,544$3,872 12/31/2019
     IWV20,544$3,872 12/31/2019
Epiq Partners LLC20,442$3,853 12/31/2019
     IWV20,442$3,853 12/31/2019
First Hawaiian Bank20,230$3,814 12/31/2019
     IWV20,230$3,814 12/31/2019
Sheets Smith Wealth Management19,955$3,761 12/31/2019
     IWV19,955$3,761 12/31/2019
Planning Alternatives Ltd. ADV19,820$3,736 12/31/2019
     IWV19,820$3,736 12/31/2019
Private Advisor Group LLC19,666$3,707 12/31/2019
     IWV19,666$3,707 12/31/2019
Sand Hill Global Advisors LLC19,384$3,654 12/31/2019
     IWV19,384$3,654 12/31/2019
EP Wealth Advisors LLC19,099$3,600 12/31/2019
     IWV19,099$3,600 12/31/2019
Whittier Trust Co. of Nevada Inc.18,713$3,527 12/31/2019
     IWV18,713$3,527 12/31/2019
RMB Capital Management LLC18,668$3,519 12/31/2019
     IWV18,668$3,519 12/31/2019
Silvercrest Asset Management Group LLC18,140$3,419 12/31/2019
     IWV18,140$3,419 12/31/2019
Blue Fin Capital Inc.18,114$3,414 12/31/2019
     IWV18,114$3,414 12/31/2019
CWM LLC17,755$3,347 12/31/2019
     IWV17,755$3,347 12/31/2019
Edge Capital Group LLC17,547$3,307 12/31/2019
     IWV17,547$3,307 12/31/2019
Simon Quick Advisors LLC17,540$3,306 12/31/2019
     IWV17,540$3,306 12/31/2019
Fund Evaluation Group LLC17,159$3,234 12/31/2019
     IWV17,159$3,234 12/31/2019
BRYN MAWR TRUST Co16,037$3,023 12/31/2019
     IWV16,037$3,023 12/31/2019
Pinnacle Financial Partners Inc.15,918$3,000 12/31/2019
     IWV15,918$3,000 12/31/2019
Lcnb Corp15,437$2,910 12/31/2019
     IWV15,437$2,910 12/31/2019
Sei Investments Co.14,788$2,788 12/31/2019
     IWV14,788$2,788 12/31/2019
Sullivan Bruyette Speros & Blaney LLC14,657$2,763 12/31/2019
     IWV14,657$2,763 12/31/2019
CIBC Private Wealth Group LLC14,603$2,753 12/31/2019
     IWV14,603$2,753 12/31/2019
Trellis Advisors LLC14,327$2,700 12/31/2019
     IWV14,327$2,700 12/31/2019
Kovack Advisors Inc.14,138$2,665 12/31/2019
     IWV14,138$2,665 12/31/2019
SL Advisors LLC13,298$2,507 12/31/2019
     IWV13,298$2,507 12/31/2019
Wetherby Asset Management Inc.13,260$2,499 12/31/2019
     IWV13,260$2,499 12/31/2019
Wealthcare Capital Management LLC12,993$2,449 12/31/2019
     IWV12,993$2,449 12/31/2019
Buckingham Asset Management LLC12,836$2,419 12/31/2019
     IWV12,836$2,419 12/31/2019
Boston Private Wealth LLC12,755$2,404 12/31/2019
     IWV12,755$2,404 12/31/2019
Victory Capital Management Inc.12,748$2,403 12/31/2019
     IWV12,748$2,403 12/31/2019
Cahaba Wealth Management Inc.12,510$2,358 12/31/2019
     IWV12,510$2,358 12/31/2019
Tocqueville Asset Management L.P.12,483$2,353 12/31/2019
     IWV12,483$2,353 12/31/2019
Filament LLC12,387$2,334 12/31/2019
     IWV12,387$2,334 12/31/2019
Cahill Financial Advisors Inc.12,370$2,332 12/31/2019
     IWV12,370$2,332 12/31/2019
Natixis Advisors L.P.12,344$2,327 12/31/2019
     IWV12,344$2,327 12/31/2019
Community Trust & Investment Co.11,948$2,252 12/31/2019
     IWV11,948$2,252 12/31/2019
JFS Wealth Advisors LLC11,864$2,236 12/31/2019
     IWV11,864$2,236 12/31/2019
Cary Street Partner Investment Advisory LLC12,035$2,206 12/31/2019
     IWV12,035$2,206 12/31/2019
Zhang Financial LLC11,592$2,185 12/31/2019
     IWV11,592$2,185 12/31/2019
Integrated Capital Management Inc.11,581$2,183 12/31/2019
     IWV11,581$2,183 12/31/2019
Acorn Financial Advisory Services Inc. ADV11,278$2,129 12/31/2019
     IWV11,278$2,129 12/31/2019
SkyOak Wealt LLC11,260$2,122 12/31/2019
     IWV11,260$2,122 12/31/2019
PRW Wealth Management LLC11,246$2,120 12/31/2019
     IWV11,246$2,120 12/31/2019
WASHINGTON TRUST Co11,095$2,092 12/31/2019
     IWV11,095$2,092 12/31/2019
Alliancebernstein L.P.11,075$2,088 12/31/2019
     IWV11,075$2,088 12/31/2019
Round Table Services LLC10,944$2,063 12/31/2019
     IWV10,944$2,063 12/31/2019
Aries Wealth Management10,833$2,053 12/31/2019
     IWV10,833$2,053 12/31/2019
Cedar Wealth Management LLC10,786$2,033 12/31/2019
     IWV10,786$2,033 12/31/2019
Mission Wealth Management LP10,140$1,911 12/31/2019
     IWV10,140$1,911 12/31/2019
CVA Family Office LLC9,855$1,858 12/31/2019
     IWV9,855$1,858 12/31/2019
Rinet Co LLC9,846$1,856 12/31/2019
     IWV9,846$1,856 12/31/2019
Evercore Wealth Management LLC9,832$1,853 12/31/2019
     IWV9,832$1,853 12/31/2019
People s United Financial Inc.9,794$1,846 12/31/2019
     IWV9,794$1,846 12/31/2019
Zacks Investment Management9,710$1,830 12/31/2019
     IWV9,710$1,830 12/31/2019
Wade G W & Inc.9,609$1,811 12/31/2019
     IWV9,609$1,811 12/31/2019
Mycio Wealth Partners LLC9,535$1,797 12/31/2019
     IWV9,535$1,797 12/31/2019
Halbert Hargrove Global Advisors LLC9,490$1,789 12/31/2019
     IWV9,490$1,789 12/31/2019
IMA Wealth Inc.9,333$1,759 12/31/2019
     IWV9,333$1,759 12/31/2019
Ironwood Wealth Management LLC.8,982$1,693 12/31/2019
     IWV8,982$1,693 12/31/2019
Integrated Advisors Network LLC8,923$1,682 12/31/2019
     IWV8,923$1,682 12/31/2019
Creative Planning8,718$1,643 12/31/2019
     IWV8,718$1,643 12/31/2019
BBVA USA Bancshares Inc.8,686$1,638 12/31/2019
     IWV8,686$1,638 12/31/2019
First Heartland Consultants Inc.8,627$1,626 12/31/2019
     IWV8,627$1,626 12/31/2019
Sonata Capital Group Inc.8,375$1,579 12/31/2019
     IWV8,375$1,579 12/31/2019
Prospera Financial Services Inc8,174$1,541 12/31/2019
     IWV8,174$1,541 12/31/2019
Lowe Wealth Advisors LLC7,880$1,485 12/31/2019
     IWV7,880$1,485 12/31/2019
Norris Perne & French LLP MI7,825$1,475 12/31/2019
     IWV7,825$1,475 12/31/2019
ETF Portfolio Partners Inc.7,739$1,459 12/31/2019
     IWV7,739$1,459 12/31/2019
Ledyard National Bank7,643$1,441 12/31/2019
     IWV7,643$1,441 12/31/2019
Wealth Architects LLC7,614$1,435 12/31/2019
     IWV7,614$1,435 12/31/2019
Sigma Planning Corp7,504$1,414 12/31/2019
     IWV7,504$1,414 12/31/2019
Partners Capital Investment Group LLP7,441$1,403 12/31/2019
     IWV7,441$1,403 12/31/2019
Franklin Resources Inc.7,384$1,392 12/31/2019
     IWV7,384$1,392 12/31/2019
Smith Salley & Associates7,386$1,392 12/31/2019
     IWV7,386$1,392 12/31/2019
Beacon Financial Group7,131$1,344 12/31/2019
     IWV7,131$1,344 12/31/2019
Segall Bryant & Hamill LLC7,133$1,343 12/31/2019
     IWV7,133$1,343 12/31/2019
Red Spruce Capital LLC6,983$1,316 12/31/2019
     IWV6,983$1,316 12/31/2019
Cetera Advisors LLC6,893$1,299 12/31/2019
     IWV6,893$1,299 12/31/2019
Cordasco Financial Network6,707$1,264 12/31/2019
     IWV6,707$1,264 12/31/2019
City Holding Co.6,700$1,263 12/31/2019
     IWV6,700$1,263 12/31/2019
Monument Capital Management6,649$1,253 12/31/2019
     IWV6,649$1,253 12/31/2019
Boston Financial Mangement LLC6,622$1,248 12/31/2019
     IWV6,622$1,248 12/31/2019
Hollencrest Capital Management6,558$1,236 12/31/2019
     IWV6,558$1,236 12/31/2019
CENTRAL TRUST Co6,515$1,228 12/31/2019
     IWV6,515$1,228 12/31/2019
Renaissance Technologies LLC6,500$1,225 12/31/2019
     IWV6,500$1,225 12/31/2019
Philadelphia Trust Co.6,500$1,225 12/31/2019
     IWV6,500$1,225 12/31/2019
Abacus Planning Group Inc.6,342$1,195 12/31/2019
     IWV6,342$1,195 12/31/2019
RVW Wealth LLC6,223$1,173 12/31/2019
     IWV6,223$1,173 12/31/2019
IFG Advisory LLC6,209$1,170 12/31/2019
     IWV6,209$1,170 12/31/2019
Moisand Fitzgerald Tamayo LLC6,196$1,168 12/31/2019
     IWV6,196$1,168 12/31/2019
Huntington National Bank6,108$1,151 12/31/2019
     IWV6,108$1,151 12/31/2019
AdvisorNet Financial Inc6,091$1,148 12/31/2019
     IWV6,091$1,148 12/31/2019
Kayne Anderson Rudnick Investment Management LLC5,971$1,127 12/31/2019
     IWV5,971$1,127 12/31/2019
Private Capital Management LLC6,477$1,126 12/31/2019
     IWV6,477$1,126 12/31/2019
FTB Advisors Inc.5,935$1,118 12/31/2019
     IWV5,935$1,118 12/31/2019
Keel Point LLC5,870$1,106 12/31/2019
     IWV5,870$1,106 12/31/2019
Eaton Vance Management5,765$1,087 12/31/2019
     IWV5,765$1,087 12/31/2019
Oxford Financial Group Ltd.5,747$1,083 12/31/2019
     IWV5,747$1,083 12/31/2019
Equitable Holdings Inc.5,682$1,071 12/31/2019
     IWV5,682$1,071 12/31/2019
Crewe Advisors LLC5,417$1,021 12/31/2019
     IWV5,417$1,021 12/31/2019
Cibc Bank USA5,259$991 12/31/2019
     IWV5,259$991 12/31/2019
UMB Bank N A MO5,198$980 12/31/2019
     IWV5,198$980 12/31/2019
MUFG Americas Holdings Corp5,189$978 12/31/2019
     IWV5,189$978 12/31/2019
CNB Bank5,188$978 12/31/2019
     IWV5,188$978 12/31/2019
Summit Wealth & Retirement Planning Inc.5,168$974 12/31/2019
     IWV5,168$974 12/31/2019
IHT Wealth Management LLC5,003$943 12/31/2019
     IWV5,003$943 12/31/2019
Firestone Capital Management4,975$938 12/31/2019
     IWV4,975$938 12/31/2019
D.A. Davidson & CO.4,959$935 12/31/2019
     IWV4,959$935 12/31/2019
Neuberger Berman Group LLC4,885$920 12/31/2019
     IWV4,885$920 12/31/2019
Manchester Capital Management LLC4,868$918 12/31/2019
     IWV4,868$918 12/31/2019
Millennium Management LLC4,865$917 12/31/2019
     IWV4,865$917 12/31/2019
Beaumont Asset Management L.L.C.4,870$917 12/31/2019
     IWV4,870$917 12/31/2019
Hilltop Holdings Inc.4,862$916 12/31/2019
     IWV4,862$916 12/31/2019
Vista Capital Partners Inc.4,847$913 12/31/2019
     IWV4,847$913 12/31/2019
Allen Investment Management LLC4,807$906 12/31/2019
     IWV4,807$906 12/31/2019
Graves Light Private Wealth Management Inc.4,776$900 12/31/2019
     IWV4,776$900 12/31/2019
HC Advisors LLC4,770$899 12/31/2019
     IWV4,770$899 12/31/2019
Summit Financial Group Inc.5,999$890 03/31/2020
     IWV5,999$890 03/31/2020
Keybank National Association OH4,667$880 12/31/2019
     IWV4,667$880 12/31/2019
Chesley Taft & Associates LLC4,640$875 12/31/2019
     IWV4,640$875 12/31/2019
Court Place Advisors LLC4,512$850 12/31/2019
     IWV4,512$850 12/31/2019
Pure Financial Advisors Inc.4,509$850 12/31/2019
     IWV4,509$850 12/31/2019
Independent Advisor Alliance4,445$838 12/31/2019
     IWV4,445$838 12/31/2019
Capital Analysts LLC4,392$828 12/31/2019
     IWV4,392$828 12/31/2019
Alera Investment Advisors LLC4,357$821 12/31/2019
     IWV4,357$821 12/31/2019
Comerica Securities Inc.4,343$819 12/31/2019
     IWV4,343$819 12/31/2019
Parametric Portfolio Associates LLC4,176$787 12/31/2019
     IWV4,176$787 12/31/2019
Asset Dedication LLC4,135$779 12/31/2019
     IWV4,135$779 12/31/2019
Trexquant Investment LP4,110$775 12/31/2019
     IWV4,110$775 12/31/2019
XML Financial LLC4,078$769 12/31/2019
     IWV4,078$769 12/31/2019
Linscomb & Williams Inc.4,018$757 12/31/2019
     IWV4,018$757 12/31/2019
Independence Bank of Kentucky4,013$756 12/31/2019
     IWV4,013$756 12/31/2019
FineMark National Bank & Trust3,946$744 12/31/2019
     IWV3,946$744 12/31/2019
Summit X LLC3,900$741 12/31/2019
     IWV3,900$741 12/31/2019
NEXT Financial Group Inc3,913$738 12/31/2019
     IWV3,913$738 12/31/2019
USA Financial Portformulas Corp3,844$725 12/31/2019
     IWV3,844$725 12/31/2019
Signaturefd LLC3,816$719 12/31/2019
     IWV3,816$719 12/31/2019
Financial Counselors Inc.3,802$717 12/31/2019
     IWV3,802$717 12/31/2019
Janney Montgomery Scott LLC3,794$715 12/31/2019
     IWV3,794$715 12/31/2019
Quantitative Advantage LLC3,688$695 12/31/2019
     IWV3,688$695 12/31/2019
Country Club Trust Company n.a.3,635$684 12/31/2019
     IWV3,635$684 12/31/2019
Proequities Inc.3,555$670 12/31/2019
     IWV3,555$670 12/31/2019
Stokes Family Office LLC3,500$660 12/31/2019
     IWV3,500$660 12/31/2019
Intercontinental Wealth Advisors LLC3,355$654 12/31/2019
     IWV3,355$654 12/31/2019
GHP Investment Advisors Inc.3,428$646 12/31/2019
     IWV3,428$646 12/31/2019
Advisory Services Network LLC3,398$641 12/31/2019
     IWV3,398$641 12/31/2019
J.W. Cole Advisors Inc.3,324$627 12/31/2019
     IWV3,324$627 12/31/2019
BT Wealth Management LLC3,319$626 12/31/2019
     IWV3,319$626 12/31/2019
Savant Capital LLC3,309$624 12/31/2019
     IWV3,309$624 12/31/2019
Lowe Brockenbrough & Co. Inc.3,299$622 12/31/2019
     IWV3,299$622 12/31/2019
Evanson Asset Management LLC3,267$616 12/31/2019
     IWV3,267$616 12/31/2019
Balasa Dinverno & Foltz LLC3,197$603 12/31/2019
     IWV3,197$603 12/31/2019
Retirement Planning Group3,112$587 12/31/2019
     IWV3,112$587 12/31/2019
Northstar Investment Advisors LLC3,094$583 12/31/2019
     IWV3,094$583 12/31/2019
Circle Wealth Management LLC3,071$579 12/31/2019
     IWV3,071$579 12/31/2019
Shakespeare Wealth Management Inc.3,895$578 03/31/2020
     IWV3,895$578 03/31/2020
Goldstein Munger & Associates2,936$553 12/31/2019
     IWV2,936$553 12/31/2019
First National Corp MA ADV2,902$547 12/31/2019
     IWV2,902$547 12/31/2019
Bank of Montreal Can2,852$538 12/31/2019
     IWV2,852$538 12/31/2019
Blue Edge Capital LLC2,856$538 12/31/2019
     IWV2,856$538 12/31/2019
Rice Partnership LLC2,855$538 12/31/2019
     IWV2,855$538 12/31/2019
Scotia Capital Inc.2,820$531 12/31/2019
     IWV2,820$531 12/31/2019
Quadrant Private Wealth Management LLC2,748$518 12/31/2019
     IWV2,748$518 12/31/2019
Private Capital Group LLC2,716$511 12/31/2019
     IWV2,716$511 12/31/2019
Spinnaker Trust2,695$507 12/31/2019
     IWV2,695$507 12/31/2019
PrairieView Partners LLC2,672$504 12/31/2019
     IWV2,672$504 12/31/2019
Castle Rock Wealth Management LLC2,572$504 12/31/2019
     IWV2,572$504 12/31/2019
Strategic Family Wealth Counselors L.L.C.2,674$504 12/31/2019
     IWV2,674$504 12/31/2019
Ellis Investment Partners LLC2,611$496 12/31/2019
     IWV2,611$496 12/31/2019
Colony Group LLC2,603$491 12/31/2019
     IWV2,603$491 12/31/2019
Hemenway Trust Co LLC2,550$481 12/31/2019
     IWV2,550$481 12/31/2019
Great Lakes Advisors LLC2,515$474 12/31/2019
     IWV2,515$474 12/31/2019
Bremer Bank National Association2,500$471 12/31/2019
     IWV2,500$471 12/31/2019
Barclays PLC $468 12/31/2019
     IWV2,778$524 12/31/2019
     Put500$94 12/31/2019
     Call200$38 12/31/2019
Putnam FL Investment Management Co.2,448$461 12/31/2019
     IWV2,448$461 12/31/2019
Cadence Bank NA2,426$457 12/31/2019
     IWV2,426$457 12/31/2019
Boys Arnold & Co. Inc.2,424$457 12/31/2019
     IWV2,424$457 12/31/2019
Hall Laurie J Trustee2,379$448 12/31/2019
     IWV2,379$448 12/31/2019
Squar Milner Financial Services LLC2,341$441 12/31/2019
     IWV2,341$441 12/31/2019
Gibson Capital LLC2,333$439 12/31/2019
     IWV2,333$439 12/31/2019
Houlihan Financial Resource Group Ltd.2,324$438 12/31/2019
     IWV2,324$438 12/31/2019
Camden Capital LLC2,316$437 12/31/2019
     IWV2,316$437 12/31/2019
Coldstream Capital Management Inc.2,293$432 12/31/2019
     IWV2,293$432 12/31/2019
IFP Advisors Inc2,277$431 12/31/2019
     IWV2,277$431 12/31/2019
Frontier Wealth Management LLC2,277$429 12/31/2019
     IWV2,277$429 12/31/2019
VERITY Wealth Advisors2,263$427 12/31/2019
     IWV2,263$427 12/31/2019
Avantax Advisory Services Inc.2,265$426 12/31/2019
     IWV2,265$426 12/31/2019
Ancora Advisors LLC2,246$423 12/31/2019
     IWV2,246$423 12/31/2019
TCI Wealth Advisors Inc.2,230$420 12/31/2019
     IWV2,230$420 12/31/2019
Wilbanks Smith & Thomas Asset Management LLC2,213$417 12/31/2019
     IWV2,213$417 12/31/2019
Capstone Financial Advisors Inc.2,210$417 12/31/2019
     IWV2,210$417 12/31/2019
Schmidt P J Investment Management Inc.2,200$415 12/31/2019
     IWV2,200$415 12/31/2019
Integre Asset Management LLC2,193$413 12/31/2019
     IWV2,193$413 12/31/2019
Harvest Investment Services LLC2,193$413 12/31/2019
     IWV2,193$413 12/31/2019
Dana Investment Advisors Inc.2,175$410 12/31/2019
     IWV2,175$410 12/31/2019
Huber Financial Advisors LLC2,160$407 12/31/2019
     IWV2,160$407 12/31/2019
TCF National Bank2,144$404 12/31/2019
     IWV2,144$404 12/31/2019
Assetmark Inc.2,116$399 12/31/2019
     IWV2,116$399 12/31/2019
HM Payson & Co.2,079$392 12/31/2019
     IWV2,079$392 12/31/2019
SlateStone Wealth LLC2,065$389 12/31/2019
     IWV2,065$389 12/31/2019
Davis Selected Advisers2,053$387 12/31/2019
     IWV2,053$387 12/31/2019
ARGI Investment Services LLC1,973$383 12/31/2019
     IWV1,973$383 12/31/2019
Beacon Financial Advisory LLC2,023$381 12/31/2019
     IWV2,023$381 12/31/2019
Birch Hill Investment Advisors LLC2,018$380 12/31/2019
     IWV2,018$380 12/31/2019
Hochman Cole Investment Advisors Inc.2,017$380 12/31/2019
     IWV2,017$380 12/31/2019
Cornerstone Advisors Inc.2,009$379 12/31/2019
     IWV2,009$379 12/31/2019
Burns J W & Co. Inc. NY2,000$377 12/31/2019
     IWV2,000$377 12/31/2019
Wedbush Securities Inc.1,993$376 12/31/2019
     IWV1,993$376 12/31/2019
Badgley Phelps & Bell Inc.1,981$373 12/31/2019
     IWV1,981$373 12/31/2019
Financial Advocates Investment Management1,951$368 12/31/2019
     IWV1,951$368 12/31/2019
Green Square Capital Advisors LLC1,911$360 12/31/2019
     IWV1,911$360 12/31/2019
Madden Advisory Services Inc.1,855$349 12/31/2019
     IWV1,855$349 12/31/2019
Brickley Wealth Management1,851$349 12/31/2019
     IWV1,851$349 12/31/2019
Glenview Trust Co1,843$347 12/31/2019
     IWV1,843$347 12/31/2019
James Investment Research Inc.1,795$338 12/31/2019
     IWV1,795$338 12/31/2019
Patten Group Inc.1,792$338 12/31/2019
     IWV1,792$338 12/31/2019
United Bank1,770$334 12/31/2019
     IWV1,770$334 12/31/2019
Haverford Trust Co.1,750$330 12/31/2019
     IWV1,750$330 12/31/2019
D L Carlson Investment Group Inc.1,751$330 12/31/2019
     IWV1,751$330 12/31/2019
Parkside Investments LLC1,735$327 12/31/2019
     IWV1,735$327 12/31/2019
Moneta Group Investment Advisors LLC1,714$323 12/31/2019
     IWV1,714$323 12/31/2019
Mount Yale Investment Advisors LLC1,709$322 12/31/2019
     IWV1,709$322 12/31/2019
AdvicePeriod LLC1,695$319 12/31/2019
     IWV1,695$319 12/31/2019
Girard Partners LTD.1,680$316 12/31/2019
     IWV1,680$316 12/31/2019
RKL Wealth Management LLC1,678$316 12/31/2019
     IWV1,678$316 12/31/2019
K.J. Harrison & Partners Inc1,654$311 12/31/2019
     IWV1,654$311 12/31/2019
Pathway Financial Advisors LLC1,600$310 12/31/2019
     IWV1,600$310 12/31/2019
Pinnacle Wealth Planning Services Inc.1,642$309 12/31/2019
     IWV1,642$309 12/31/2019
Ferguson Wellman Capital Management Inc.1,634$308 12/31/2019
     IWV1,634$308 12/31/2019
Appleton Partners Inc. MA1,623$306 12/31/2019
     IWV1,623$306 12/31/2019
Strategic Wealth Partners Group LLC1,623$306 12/31/2019
     IWV1,623$306 12/31/2019
Wealthcare Advisory Partners LLC1,625$306 12/31/2019
     IWV1,625$306 12/31/2019
Portfolio Solutions LLC1,555$293 12/31/2019
     IWV1,555$293 12/31/2019
Leonard Rickey Investment Advisors P.L.L.C.1,552$293 12/31/2019
     IWV1,552$293 12/31/2019
Wesbanco Bank Inc.1,547$292 12/31/2019
     IWV1,547$292 12/31/2019
PagnatoKarp Partners LLC1,546$291 12/31/2019
     IWV1,546$291 12/31/2019
Calton & Associates Inc.1,539$290 12/31/2019
     IWV1,539$290 12/31/2019
Barber Financial Group Inc.1,538$290 12/31/2019
     IWV1,538$290 12/31/2019
Platte River Wealth Advisors LLC1,540$290 12/31/2019
     IWV1,540$290 12/31/2019
Osborn Williams & Donohoe LLC1,523$287 12/31/2019
     IWV1,523$287 12/31/2019
Regions Financial Corp1,514$286 12/31/2019
     IWV1,514$286 12/31/2019
Column Capital Advisors LLC1,520$286 12/31/2019
     IWV1,520$286 12/31/2019
Williams Jones Wealth Management LLC.1,510$285 12/31/2019
     IWV1,510$285 12/31/2019
Fort Pitt Capital Group LLC1,500$283 12/31/2019
     IWV1,500$283 12/31/2019
SOL Capital Management CO1,482$279 12/31/2019
     IWV1,482$279 12/31/2019
Private Ocean LLC1,470$277 12/31/2019
     IWV1,470$277 12/31/2019
Eldridge Investment Advisors Inc.1,462$276 12/31/2019
     IWV1,462$276 12/31/2019
Willow Creek Wealth Management Inc.1,444$272 12/31/2019
     IWV1,444$272 12/31/2019
Parkside Financial Bank & Trust1,433$270 12/31/2019
     IWV1,433$270 12/31/2019
Madison Wealth Management1,425$269 12/31/2019
     IWV1,425$269 12/31/2019
Peapack Gladstone Financial Corp1,400$264 12/31/2019
     IWV1,400$264 12/31/2019
Beach Investment Counsel Inc. PA1,397$263 12/31/2019
     IWV1,397$263 12/31/2019
Camden National Bank1,390$262 12/31/2019
     IWV1,390$262 12/31/2019
Lighthouse Financial Advisors Inc.1,373$258 12/31/2019
     IWV1,373$258 12/31/2019
First Command Bank1,368$258 12/31/2019
     IWV1,368$258 12/31/2019
First Command Financial Services Inc.1,368$258 12/31/2019
     IWV1,368$258 12/31/2019
New England Guild Wealth Advisors Inc.1,358$256 12/31/2019
     IWV1,358$256 12/31/2019
First National Trust Co1,336$252 12/31/2019
     IWV1,336$252 12/31/2019
Sowell Financial Services LLC1,316$248 12/31/2019
     IWV1,316$248 12/31/2019
Budros Ruhlin & Roe Inc.1,301$245 12/31/2019
     IWV1,301$245 12/31/2019
Sugarloaf Wealth Management LLC1,293$244 12/31/2019
     IWV1,293$244 12/31/2019
Zeke Capital Advisors LLC1,264$238 12/31/2019
     IWV1,264$238 12/31/2019
Alpha Cubed Investments LLC1,256$237 12/31/2019
     IWV1,256$237 12/31/2019
Meridian Wealth Management LLC1,262$237 12/31/2019
     IWV1,262$237 12/31/2019
Cypress Capital Management LLC WY 1,245$235 12/31/2019
     IWV1,245$235 12/31/2019
Cypress Wealth Services LLC1,225$231 12/31/2019
     IWV1,225$231 12/31/2019
Burt Wealth Advisors1,200$226 12/31/2019
     IWV1,200$226 12/31/2019
Thomasville National Bank1,290$224 03/31/2020
     IWV1,290$224 03/31/2020
Cubic Asset Management LLC1,185$223 12/31/2019
     IWV1,185$223 12/31/2019
Tower Research Capital LLC TRC 1,179$222 12/31/2019
     IWV1,179$222 12/31/2019
Austin Private Wealth LLC1,178$222 12/31/2019
     IWV1,178$222 12/31/2019
Autus Asset Management LLC1,160$219 12/31/2019
     IWV1,160$219 12/31/2019
Flaharty Asset Management LLC1,156$218 12/31/2019
     IWV1,156$218 12/31/2019
Bingham Osborn & Scarborough LLC1,138$214 12/31/2019
     IWV1,138$214 12/31/2019
Nations Financial Group Inc. IA ADV1,120$211 12/31/2019
     IWV1,120$211 12/31/2019
WBH Advisory Inc.1,094$206 12/31/2019
     IWV1,094$206 12/31/2019
Windsor Group LTD1,085$205 12/31/2019
     IWV1,085$205 12/31/2019
MONECO Advisors LLC1,032$200 12/31/2019
     IWV1,032$200 12/31/2019
Cribstone Capital Management LLC1,002$189 12/31/2019
     IWV1,002$189 12/31/2019
Clearbridge Investments LLC916$174 12/31/2019
     IWV916$174 12/31/2019
Pflug Koory LLC904$170 12/31/2019
     IWV904$170 12/31/2019
Harbor Investment Advisory LLC835$157 12/31/2019
     IWV835$157 12/31/2019
Americana Partners LLC797$150 12/31/2019
     IWV797$150 12/31/2019
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA725$137 12/31/2019
     IWV725$137 12/31/2019
Smithfield Trust Co.728$137 12/31/2019
     IWV728$137 12/31/2019
New Capital Management LP718$135 12/31/2019
     IWV718$135 12/31/2019
Winslow Evans & Crocker Inc.710$134 12/31/2019
     IWV710$134 12/31/2019
Tortoise Investment Management LLC705$133 12/31/2019
     IWV705$133 12/31/2019
Verus Capital Partners LLC707$133 12/31/2019
     IWV707$133 12/31/2019
Ameritas Investment Company LLC702$132 12/31/2019
     IWV702$132 12/31/2019
Flagship Harbor Advisors LLC687$129 12/31/2019
     IWV687$129 12/31/2019
NWK Group Inc.669$126 12/31/2019
     IWV669$126 12/31/2019
Plante Moran Financial Advisors LLC662$125 12/31/2019
     IWV662$125 12/31/2019
Quadrant Capital Group LLC660$124 12/31/2019
     IWV660$124 12/31/2019
Stearns Financial Services Group648$122 12/31/2019
     IWV648$122 12/31/2019
Ironwood Financial llc600$113 12/31/2019
     IWV600$113 12/31/2019
JCIC Asset Management Inc.590$111 12/31/2019
     IWV590$111 12/31/2019
Kohmann Bosshard Financial Services LLC555$105 12/31/2019
     IWV555$105 12/31/2019
HBC Financial Services PLLC446$84 12/31/2019
     IWV446$84 12/31/2019
Meridian Wealth Partners LLC402$76 12/31/2019
     IWV402$76 12/31/2019
Tsfg LLC400$75 12/31/2019
     IWV400$75 12/31/2019
Cranbrook Wealth Management LLC376$71 12/31/2019
     IWV376$71 12/31/2019
Kistler Tiffany Companies LLC374$70 12/31/2019
     IWV374$70 12/31/2019
Optimum Investment Advisors365$69 12/31/2019
     IWV365$69 12/31/2019
First Washington CORP355$67 12/31/2019
     IWV355$67 12/31/2019
WestEnd Advisors LLC352$66 12/31/2019
     IWV352$66 12/31/2019
Chevy Chase Trust Holdings Inc.350$66 12/31/2019
     IWV350$66 12/31/2019
Samalin Investment Counsel LLC355$66 12/31/2019
     IWV355$66 12/31/2019
Personal Wealth Partners350$66 12/31/2019
     IWV350$66 12/31/2019
Mcmillion Capital Management Inc.339$64 12/31/2019
     IWV339$64 12/31/2019
Salem Investment Counselors Inc.330$62 12/31/2019
     IWV330$62 12/31/2019
Hudock Capital Group LLC327$62 12/31/2019
     IWV327$62 12/31/2019
Coastal Investment Advisors Inc.334$62 12/31/2019
     IWV334$62 12/31/2019
S.A. Mason LLC307$58 12/31/2019
     IWV307$58 12/31/2019
Front Row Advisors LLC300$57 12/31/2019
     IWV300$57 12/31/2019
Delta Asset Management LLC TN287$54 12/31/2019
     IWV287$54 12/31/2019
Dougherty Wealth Advisers LLC250$47 12/31/2019
     IWV250$47 12/31/2019
Duncker Streett & Co. Inc.240$45 12/31/2019
     IWV240$45 12/31/2019
JNBA Financial Advisors235$44 12/31/2019
     IWV235$44 12/31/2019
Ballast Advisors LLC221$42 12/31/2019
     IWV221$42 12/31/2019
Ellevest Inc.210$40 12/31/2019
     IWV210$40 12/31/2019
Liberty Wealth Management LLC206$39 12/31/2019
     IWV206$39 12/31/2019
Carroll Financial Associates Inc.165$31 12/31/2019
     IWV165$31 12/31/2019
Parallel Advisors LLC163$31 12/31/2019
     IWV163$31 12/31/2019
Valeo Financial Advisors LLC164$31 12/31/2019
     IWV164$31 12/31/2019
Laurel Wealth Advisors LLC165$31 12/31/2019
     IWV165$31 12/31/2019
Filbrandt Wealth Management LLC165$31 12/31/2019
     IWV165$31 12/31/2019
Shine Investment Advisory Services Inc.152$29 12/31/2019
     IWV152$29 12/31/2019
Joseph P. Lucia & Associates LLC155$29 12/31/2019
     IWV155$29 12/31/2019
Capital Advisors Ltd. LLC150$28 12/31/2019
     IWV150$28 12/31/2019
Capital Investment Advisory Services LLC135$25 12/31/2019
     IWV135$25 12/31/2019
Patriot Financial Group Insurance Agency LLC128$24 12/31/2019
     IWV128$24 12/31/2019
EPG Wealth Management LLC125$24 12/31/2019
     IWV125$24 12/31/2019
Pin Oak Investment Advisors Inc.111$21 12/31/2019
     IWV111$21 12/31/2019
Clarkston Capital Partners LLC111$21 12/31/2019
     IWV111$21 12/31/2019
Bay Harbor Wealth Management LLC112$21 12/31/2019
     IWV112$21 12/31/2019
Procyon Private Wealth Partners LLC114$21 12/31/2019
     IWV114$21 12/31/2019
McKinley Carter Wealth Services Inc.105$20 12/31/2019
     IWV105$20 12/31/2019
OLD Second National Bank of Aurora100$19 12/31/2019
     IWV100$19 12/31/2019
Northern Oak Wealth Management Inc.100$19 12/31/2019
     IWV100$19 12/31/2019
Financial Advisory Service Inc.88$17 12/31/2019
     IWV88$17 12/31/2019
Weaver Consulting Group100$17 12/31/2019
     IWV100$17 12/31/2019
Independence Advisors LLC86$16 12/31/2019
     IWV86$16 12/31/2019
Marquette Asset Management LLC79$15 12/31/2019
     IWV79$15 12/31/2019
Atlas Private Wealth Management67$13 12/31/2019
     IWV67$13 12/31/2019
Johnson Financial Group Inc.55$10 12/31/2019
     IWV55$10 12/31/2019
LifePlan Financial Group Inc42$8 12/31/2019
     IWV42$8 12/31/2019
Emerald Investment Partners LLC39$7 12/31/2019
     IWV39$7 12/31/2019
Global Retirement Partners LLC40$7 12/31/2019
     IWV40$7 12/31/2019
Heritage Wealth Advisors31$6 12/31/2019
     IWV31$6 12/31/2019
Atlas Capital Advisors LLC27$5 12/31/2019
     IWV27$5 12/31/2019
Howard Wealth Management LLC27$5 12/31/2019
     IWV27$5 12/31/2019
Retirement Network28$5 12/31/2019
     IWV28$5 12/31/2019
Center for Financial Planning Inc.26$5 12/31/2019
     IWV26$5 12/31/2019
FinTrust Capital Advisors LLC23$4 12/31/2019
     IWV23$4 12/31/2019
Riggs Asset Managment Co. Inc.16$3 12/31/2019
     IWV16$3 12/31/2019
Pacitti Group Inc.15$3 12/31/2019
     IWV15$3 12/31/2019
Cutler Group LP $2 12/31/2019
     Call500$2 12/31/2019
     Put1,600$0 12/31/2019
Financial Management Professionals Inc.8$2 12/31/2019
     IWV8$2 12/31/2019
Earnest Partners LLC1,077$0 12/31/2019
     IWV1,077$0 12/31/2019
Harvest Fund Management Co. Ltd1$0 12/31/2019
     IWV1$0 12/31/2019
Susquehanna International Group LLP2,500$-1,961 12/31/2019
     Put12,900$2,432 12/31/2019
     Call2,500$471 12/31/2019

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

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