HoldingsChannel.com
Funds Holding IWV

On this page, we present all of the funds holding IWV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IWV, with a link to that fund's top holdings. The next columns indicate the amount of IWV stock held by each of the funds holding IWV, followed by the IWV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 625 funds holding IWV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by SCS Capital Management LLC. For more details on the positions held by SCS Capital Management LLC (or by any of the other funds holding IWV), click the fund name in the "Holder" column of the funds-holding-IWV table below.

HolderAmountPosition Size
($ in 1000's)
 As of
SCS Capital Management LLC2,283,030$496,308 06/30/2022
     IWV2,283,030$496,308 06/30/2022
First Republic Investment Management Inc.1,176,965$255,860 06/30/2022
     IWV1,176,965$255,860 06/30/2022
Northern Trust Corp1,146,427$249,222 06/30/2022
     IWV1,146,427$249,222 06/30/2022
Morgan Stanley1,050,000$228,258 06/30/2022
     IWV1,050,000$228,258 06/30/2022
Bank of America Corp DE963,578$209,472 06/30/2022
     IWV963,578$209,472 06/30/2022
Bank of New York Mellon Corp693,405$150,740 06/30/2022
     IWV693,405$150,740 06/30/2022
Goldman Sachs Group Inc.655,924$142,592 06/30/2022
     IWV655,924$142,592 06/30/2022
Pitcairn Co.629,232$136,789 06/30/2022
     IWV629,232$136,789 06/30/2022
BlackRock Inc.629,227$136,787 06/30/2022
     IWV629,227$136,787 06/30/2022
UBS Group AG550,549$119,684 06/30/2022
     IWV550,549$119,684 06/30/2022
Ameriprise Financial Inc.551,451$119,009 06/30/2022
     IWV551,451$119,009 06/30/2022
Evensky & Katz LLC437,739$95,160 06/30/2022
     IWV437,739$95,160 06/30/2022
LPL Financial LLC433,242$94,183 06/30/2022
     IWV433,242$94,183 06/30/2022
FFT Wealth Management LLC405,050$88,054 06/30/2022
     IWV405,050$88,054 06/30/2022
Sentinel Trust Co. LBA300,122$65,244 06/30/2022
     IWV300,122$65,244 06/30/2022
LGL Partners LLC297,327$64,636 06/30/2022
     IWV297,327$64,636 06/30/2022
The PNC Financial Services Group Inc.294,650$64,055 06/30/2022
     IWV294,650$64,055 06/30/2022
Family Firm Inc.225,685$62,628 06/30/2022
     IWV225,685$62,628 06/30/2022
JPMorgan Chase & Co.254,836$55,398 06/30/2022
     IWV254,836$55,398 06/30/2022
Cresset Asset Management LLC261,993$54,159 06/30/2022
     IWV261,993$54,159 06/30/2022
Georgetown University237,678$51,669 06/30/2022
     IWV237,678$51,669 06/30/2022
New York State Common Retirement Fund230,137$50,029 06/30/2022
     IWV230,137$50,029 06/30/2022
Blair William & Co. IL214,667$46,666 06/30/2022
     IWV214,667$46,666 06/30/2022
Wells Fargo & Company MN208,989$45,432 06/30/2022
     IWV208,989$45,432 06/30/2022
Colony Group LLC208,913$45,416 06/30/2022
     IWV208,913$45,416 06/30/2022
Mercer Global Advisors Inc. ADV200,740$43,639 06/30/2022
     IWV200,740$43,639 06/30/2022
Pegasus Partners Ltd.199,724$43,418 06/30/2022
     IWV199,724$43,418 06/30/2022
Ballentine Partners LLC184,737$40,160 06/30/2022
     IWV184,737$40,160 06/30/2022
Davis R M Inc.178,034$38,703 06/30/2022
     IWV178,034$38,703 06/30/2022
Bessemer Group Inc.176,138$38,291 06/30/2022
     IWV176,138$38,291 06/30/2022
Proficio Capital Partners LLC175,024$38,049 06/30/2022
     IWV175,024$38,049 06/30/2022
TIAA FSB170,545$37,075 06/30/2022
     IWV170,545$37,075 06/30/2022
GM Advisory Group Inc.167,063$36,318 06/30/2022
     IWV167,063$36,318 06/30/2022
Raymond James Financial Services Advisors Inc.160,456$34,881 06/30/2022
     IWV160,456$34,881 06/30/2022
Commerce Bank152,740$33,204 06/30/2022
     IWV152,740$33,204 06/30/2022
Advisor Group Holdings Inc.150,771$32,781 06/30/2022
     IWV150,771$32,781 06/30/2022
Jones Financial Companies Lllp141,588$31,891 06/30/2022
     IWV141,588$31,891 06/30/2022
McCutchen Group LLC146,545$31,857 06/30/2022
     IWV146,545$31,857 06/30/2022
Tlwm145,905$31,723 06/30/2022
     IWV145,905$31,723 06/30/2022
Stephens Inc. AR145,346$31,597 06/30/2022
     IWV145,346$31,597 06/30/2022
Envestnet Asset Management Inc.145,290$31,585 06/30/2022
     IWV145,290$31,585 06/30/2022
Calamos Wealth Management LLC138,142$30,031 06/30/2022
     IWV138,142$30,031 06/30/2022
AlphaCore Capital LLC137,074$29,798 06/30/2022
     IWV137,074$29,798 06/30/2022
Wind River Trust Co124,792$27,129 06/30/2022
     IWV124,792$27,129 06/30/2022
Franklin Resources Inc.124,684$27,105 06/30/2022
     IWV124,684$27,105 06/30/2022
Commonwealth Equity Services LLC123,588$26,867 06/30/2022
     IWV123,588$26,867 06/30/2022
Vaughan Nelson Investment Management L.P.120,930$26,289 06/30/2022
     IWV120,930$26,289 06/30/2022
Hantz Financial Services Inc.120,242$26,139 06/30/2022
     IWV120,242$26,139 06/30/2022
Geneos Wealth Management Inc.115,912$25,519 06/30/2022
     IWV115,912$25,519 06/30/2022
StrategIQ Financial Group LLC108,908$23,676 06/30/2022
     IWV108,908$23,676 06/30/2022
Brighton Jones LLC108,093$23,498 06/30/2022
     IWV108,093$23,498 06/30/2022
CAPROCK Group Inc.104,483$22,714 06/30/2022
     IWV104,483$22,714 06/30/2022
US Bancorp DE103,381$22,474 06/30/2022
     IWV103,381$22,474 06/30/2022
Private Advisor Group LLC101,367$22,036 06/30/2022
     IWV101,367$22,036 06/30/2022
Fifth Third Bancorp100,536$21,856 06/30/2022
     IWV100,536$21,856 06/30/2022
Great Diamond Partners LLC100,334$21,811 06/30/2022
     IWV100,334$21,811 06/30/2022
Synovus Financial Corp99,606$21,651 06/30/2022
     IWV99,606$21,651 06/30/2022
Ieq Capital LLC98,879$21,495 06/30/2022
     IWV98,879$21,495 06/30/2022
Quantitative Advantage LLC97,782$21,257 06/30/2022
     IWV97,782$21,257 06/30/2022
Cerity Partners LLC96,061$20,883 06/30/2022
     IWV96,061$20,883 06/30/2022
Clearstead Advisors LLC94,383$20,518 06/30/2022
     IWV94,383$20,518 06/30/2022
Royal Bank of Canada93,739$20,378 06/30/2022
     IWV93,739$20,378 06/30/2022
Tanglewood Wealth Management Inc.93,080$20,235 06/30/2022
     IWV93,080$20,235 06/30/2022
HighTower Advisors LLC92,901$20,192 06/30/2022
     IWV92,901$20,192 06/30/2022
State Street Corp89,602$19,479 06/30/2022
     IWV89,602$19,479 06/30/2022
First Interstate Bank84,589$18,389 06/30/2022
     IWV84,589$18,389 06/30/2022
Mariner LLC82,811$18,002 06/30/2022
     IWV82,811$18,002 06/30/2022
Stairway Partners LLC82,588$17,099 09/30/2022
     IWV82,588$17,099 09/30/2022
United Capital Financial Advisers LLC77,003$16,740 06/30/2022
     IWV77,003$16,740 06/30/2022
Campbell Wealth Management76,149$16,554 06/30/2022
     IWV76,149$16,554 06/30/2022
Fort Washington Investment Advisors Inc. OH74,924$16,288 06/30/2022
     IWV74,924$16,288 06/30/2022
Keybank National Association OH74,803$16,261 06/30/2022
     IWV74,803$16,261 06/30/2022
Geller Advisors LLC74,176$16,125 06/30/2022
     IWV74,176$16,125 06/30/2022
Wealth CMT73,600$16,000 06/30/2022
     IWV73,600$16,000 06/30/2022
Waldron Private Wealth LLC73,489$15,975 06/30/2022
     IWV73,489$15,975 06/30/2022
Captrust Financial Advisors73,292$15,933 06/30/2022
     IWV73,292$15,933 06/30/2022
Nations Financial Group Inc. IA ADV70,827$15,397 06/30/2022
     IWV70,827$15,397 06/30/2022
Tiedemann Advisors LLC69,717$15,157 06/30/2022
     IWV69,717$15,157 06/30/2022
Truepoint Inc.66,799$14,521 06/30/2022
     IWV66,799$14,521 06/30/2022
Laird Norton Trust Company LLC64,653$14,054 06/30/2022
     IWV64,653$14,054 06/30/2022
Capital Directions Investment Advisors LLC64,623$14,048 06/30/2022
     IWV64,623$14,048 06/30/2022
Northwestern Mutual Wealth Management Co.61,745$13,422 06/30/2022
     IWV61,745$13,422 06/30/2022
Compass Financial Group Inc.61,603$13,392 06/30/2022
     IWV61,603$13,392 06/30/2022
Allspring Global Investments Holdings LLC60,854$13,229 06/30/2022
     IWV60,854$13,229 06/30/2022
BKD Wealth Advisors LLC58,822$12,787 06/30/2022
     IWV58,822$12,787 06/30/2022
Johnson Investment Counsel Inc.56,974$12,385 06/30/2022
     IWV56,974$12,385 06/30/2022
Diversified Portfolios Inc.56,871$12,363 06/30/2022
     IWV56,871$12,363 06/30/2022
HB Wealth Management LLC55,604$12,088 06/30/2022
     IWV55,604$12,088 06/30/2022
O Brien Wealth Partners LLC55,508$12,067 06/30/2022
     IWV55,508$12,067 06/30/2022
Midwest Professional Planners LTD.54,527$11,854 06/30/2022
     IWV54,527$11,854 06/30/2022
Wealthstream Advisors Inc.54,430$11,833 06/30/2022
     IWV54,430$11,833 06/30/2022
River & Mercantile LLC53,167$11,558 06/30/2022
     IWV53,167$11,558 06/30/2022
BBR Partners LLC50,844$11,053 06/30/2022
     IWV50,844$11,053 06/30/2022
Bank of Montreal Can49,001$10,994 06/30/2022
     IWV49,001$10,994 06/30/2022
Raymond James & Associates49,799$10,826 06/30/2022
     IWV49,799$10,826 06/30/2022
Balentine LLC48,361$10,513 06/30/2022
     IWV48,361$10,513 06/30/2022
UMB Bank N A MO46,218$10,047 06/30/2022
     IWV46,218$10,047 06/30/2022
Sontag Advisory LLC45,411$9,872 06/30/2022
     IWV45,411$9,872 06/30/2022
Intelligence Driven Advisers LLC43,987$9,736 06/30/2022
     IWV43,987$9,736 06/30/2022
First Horizon Advisors Inc.43,989$9,563 06/30/2022
     IWV43,989$9,563 06/30/2022
Citadel Advisors LLC $9,019 06/30/2022
     IWV22,786$4,953 06/30/2022
     Call22,000$4,783 06/30/2022
     Put3,300$717 06/30/2022
JFS Wealth Advisors LLC40,968$8,906 06/30/2022
     IWV40,968$8,906 06/30/2022
Conservest Capital Advisors Inc.39,935$8,681 06/30/2022
     IWV39,935$8,681 06/30/2022
BigSur Wealth Management LLC39,500$8,587 06/30/2022
     IWV39,500$8,587 06/30/2022
Strategic Equity Management39,353$8,555 06/30/2022
     IWV39,353$8,555 06/30/2022
Ipswich Investment Management Co. Inc.38,988$8,476 06/30/2022
     IWV38,988$8,476 06/30/2022
Roble Belko & Company Inc38,678$8,408 06/30/2022
     IWV38,678$8,408 06/30/2022
Cetera Advisor Networks LLC37,663$8,188 06/30/2022
     IWV37,663$8,188 06/30/2022
Truist Financial Corp37,347$8,119 06/30/2022
     IWV37,347$8,119 06/30/2022
Brooklyn FI LLC17,271$8,106 06/30/2022
     IWV17,271$8,106 06/30/2022
Regis Management CO LLC35,325$7,679 06/30/2022
     IWV35,325$7,679 06/30/2022
Victory Capital Management Inc.34,750$7,554 06/30/2022
     IWV34,750$7,554 06/30/2022
Forte Asset Management LLC34,244$7,444 06/30/2022
     IWV34,244$7,444 06/30/2022
Creative Planning34,151$7,424 06/30/2022
     IWV34,151$7,424 06/30/2022
Glenmede Trust Co. NA33,665$7,317 06/30/2022
     IWV33,665$7,317 06/30/2022
Halbert Hargrove Global Advisors LLC33,549$7,293 06/30/2022
     IWV33,549$7,293 06/30/2022
Whittier Trust Co. of Nevada Inc.33,221$7,222 06/30/2022
     IWV33,221$7,222 06/30/2022
Citigroup Inc.33,094$7,194 06/30/2022
     IWV33,094$7,194 06/30/2022
Jane Street Group LLC33,085$7,192 06/30/2022
     IWV33,085$7,192 06/30/2022
Parkside Investments LLC32,055$6,968 06/30/2022
     IWV32,055$6,968 06/30/2022
Comerica Bank29,885$6,776 06/30/2022
     IWV29,885$6,776 06/30/2022
Brown Advisory Inc.31,012$6,741 06/30/2022
     IWV31,012$6,741 06/30/2022
Tanager Wealth Management LLP30,710$6,676 06/30/2022
     IWV30,710$6,676 06/30/2022
Cetera Investment Advisers30,132$6,550 06/30/2022
     IWV30,132$6,550 06/30/2022
Fiduciary Trust Co.29,692$6,454 06/30/2022
     IWV29,692$6,454 06/30/2022
jvl associates llc29,219$6,352 06/30/2022
     IWV29,219$6,352 06/30/2022
Buckingham Strategic Wealth LLC29,008$6,306 06/30/2022
     IWV29,008$6,306 06/30/2022
First Heartland Consultants Inc.28,803$6,261 06/30/2022
     IWV28,803$6,261 06/30/2022
Aspiriant LLC27,899$6,066 06/30/2022
     IWV27,899$6,066 06/30/2022
Meridian Financial Partners LLC26,069$6,044 06/30/2022
     IWV26,069$6,044 06/30/2022
FMR LLC26,275$5,712 06/30/2022
     IWV26,275$5,712 06/30/2022
Cambridge Investment Research Advisors Inc.25,876$5,625 06/30/2022
     IWV25,876$5,625 06/30/2022
Running Point Capital Advisors LLC25,696$5,586 06/30/2022
     IWV25,696$5,586 06/30/2022
Whittier Trust Co.25,436$5,529 06/30/2022
     IWV25,436$5,529 06/30/2022
Sheets Smith Investment Management22,333$5,458 06/30/2022
     IWV22,333$5,458 06/30/2022
MML Investors Services LLC24,396$5,303 06/30/2022
     IWV24,396$5,303 06/30/2022
Goldstein Munger & Associates24,161$5,252 06/30/2022
     IWV24,161$5,252 06/30/2022
Lido Advisors LLC24,053$5,228 06/30/2022
     IWV24,053$5,228 06/30/2022
St. Louis Trust Co23,538$5,117 06/30/2022
     IWV23,538$5,117 06/30/2022
CWM LLC23,468$5,102 06/30/2022
     IWV23,468$5,102 06/30/2022
Kestra Advisory Services LLC23,454$5,099 06/30/2022
     IWV23,454$5,099 06/30/2022
Wetherby Asset Management Inc.23,334$5,073 06/30/2022
     IWV23,334$5,073 06/30/2022
Brinker Capital Investments LLC23,172$5,037 06/30/2022
     IWV23,172$5,037 06/30/2022
Rhumbline Advisers22,278$4,843 06/30/2022
     IWV22,278$4,843 06/30/2022
Capital Asset Advisory Services LLC22,197$4,825 06/30/2022
     IWV22,197$4,825 06/30/2022
Chesapeake Wealth Management21,516$4,678 06/30/2022
     IWV21,516$4,678 06/30/2022
Stifel Financial Corp21,157$4,600 06/30/2022
     IWV21,157$4,600 06/30/2022
Aquire Wealth Advisors LLC21,058$4,578 06/30/2022
     IWV21,058$4,578 06/30/2022
Chicago Partners Investment Group LLC19,184$4,566 06/30/2022
     IWV19,184$4,566 06/30/2022
Baird Financial Group Inc.20,994$4,564 06/30/2022
     IWV20,994$4,564 06/30/2022
Ascent Wealth Partners LLC20,422$4,440 06/30/2022
     IWV20,422$4,440 06/30/2022
MPS Loria Financial Planners LLC20,241$4,400 06/30/2022
     IWV20,241$4,400 06/30/2022
Fund Evaluation Group LLC19,994$4,346 06/30/2022
     IWV19,994$4,346 06/30/2022
Financial Council Asset Management Inc19,177$4,169 06/30/2022
     IWV19,177$4,169 06/30/2022
Simmons Bank18,551$4,033 06/30/2022
     IWV18,551$4,033 06/30/2022
Chartwell Investment Partners LLC18,487$4,019 06/30/2022
     IWV18,487$4,019 06/30/2022
Winthrop Advisory Group LLC18,453$4,012 06/30/2022
     IWV18,453$4,012 06/30/2022
EP Wealth Advisors LLC18,356$3,990 06/30/2022
     IWV18,356$3,990 06/30/2022
Warren Averett Asset Management LLC17,929$3,898 06/30/2022
     IWV17,929$3,898 06/30/2022
Levy Wealth Management Group LLC16,839$3,661 06/30/2022
     IWV16,839$3,661 06/30/2022
Dubuque Bank & Trust16,376$3,560 06/30/2022
     IWV16,376$3,560 06/30/2022
Johnson Financial Group Inc.16,360$3,556 06/30/2022
     IWV16,360$3,556 06/30/2022
Rezny Wealth Management Inc.15,600$3,535 06/30/2022
     IWV15,600$3,535 06/30/2022
Wall Capital Group Inc.15,337$3,449 06/30/2022
     IWV15,337$3,449 06/30/2022
Cozad Asset Management Inc.15,847$3,445 06/30/2022
     IWV15,847$3,445 06/30/2022
Greenline Partners LLC15,785$3,432 06/30/2022
     IWV15,785$3,432 06/30/2022
Allen Investment Management LLC15,332$3,333 06/30/2022
     IWV15,332$3,333 06/30/2022
Lutz Financial Services LLC15,253$3,316 06/30/2022
     IWV15,253$3,316 06/30/2022
Foster Group Inc.15,129$3,289 06/30/2022
     IWV15,129$3,289 06/30/2022
Jaffetilchin Investment Partners LLC15,103$3,283 06/30/2022
     IWV15,103$3,283 06/30/2022
First Hawaiian Bank15,496$3,208 09/30/2022
     IWV15,496$3,208 09/30/2022
Epiq Partners LLC14,567$3,167 06/30/2022
     IWV14,567$3,167 06/30/2022
Prudential Financial Inc.14,370$3,157 06/30/2022
     IWV14,370$3,157 06/30/2022
Edge Capital Group LLC14,366$3,123 06/30/2022
     IWV14,366$3,123 06/30/2022
Alliancebernstein L.P.14,331$3,115 06/30/2022
     IWV14,331$3,115 06/30/2022
Beacon Pointe Advisors LLC14,241$3,097 06/30/2022
     IWV14,241$3,097 06/30/2022
Camden Capital LLC14,017$3,047 06/30/2022
     IWV14,017$3,047 06/30/2022
Blue Fin Capital Inc.13,936$3,029 06/30/2022
     IWV13,936$3,029 06/30/2022
Cassady Schiller Wealth Management LLC13,131$2,855 06/30/2022
     IWV13,131$2,855 06/30/2022
Simon Quick Advisors LLC11,765$2,821 06/30/2022
     IWV11,765$2,821 06/30/2022
Silvercrest Asset Management Group LLC12,895$2,803 06/30/2022
     IWV12,895$2,803 06/30/2022
Veritable L.P.12,851$2,794 06/30/2022
     IWV12,851$2,794 06/30/2022
Sand Hill Global Advisors LLC12,814$2,786 06/30/2022
     IWV12,814$2,786 06/30/2022
JMG Financial Group Ltd.12,609$2,741 06/30/2022
     IWV12,609$2,741 06/30/2022
New England Private Wealth Advisors LLC13,490$2,723 06/30/2022
     IWV13,490$2,723 06/30/2022
Clark Capital Management Group Inc.12,196$2,651 06/30/2022
     IWV12,196$2,651 06/30/2022
Wealthcare Capital Management LLC12,117$2,634 06/30/2022
     IWV12,117$2,634 06/30/2022
Rockefeller Capital Management L.P.12,098$2,629 06/30/2022
     IWV12,098$2,629 06/30/2022
Little House Capital LLC11,958$2,600 06/30/2022
     IWV11,958$2,600 06/30/2022
BRYN MAWR TRUST Co11,763$2,558 06/30/2022
     IWV11,763$2,558 06/30/2022
Norris Perne & French LLP MI11,750$2,554 06/30/2022
     IWV11,750$2,554 06/30/2022
RMB Capital Management LLC11,563$2,514 06/30/2022
     IWV11,563$2,514 06/30/2022
Trellis Advisors LLC11,364$2,470 06/30/2022
     IWV11,364$2,470 06/30/2022
Tolleson Wealth Management Inc.11,188$2,432 06/30/2022
     IWV11,188$2,432 06/30/2022
WASHINGTON TRUST Co10,995$2,391 06/30/2022
     IWV10,995$2,391 06/30/2022
55I LLC10,859$2,361 06/30/2022
     IWV10,859$2,361 06/30/2022
Sax Wealth Advisors LLC10,863$2,361 06/30/2022
     IWV10,863$2,361 06/30/2022
Aries Wealth Management10,833$2,355 06/30/2022
     IWV10,833$2,355 06/30/2022
City Holding Co.10,817$2,351 06/30/2022
     IWV10,817$2,351 06/30/2022
Putnam FL Investment Management Co.10,755$2,338 06/30/2022
     IWV10,755$2,338 06/30/2022
Natixis Advisors L.P.10,707$2,328 06/30/2022
     IWV10,707$2,328 06/30/2022
Lcnb Corp10,402$2,261 06/30/2022
     IWV10,402$2,261 06/30/2022
Evoke Wealth LLC10,308$2,241 06/30/2022
     IWV10,308$2,241 06/30/2022
Strategic Investment Management LLC10,190$2,235 09/30/2022
     IWV10,190$2,235 09/30/2022
Tower Research Capital LLC TRC 10,271$2,233 06/30/2022
     IWV10,271$2,233 06/30/2022
Zhang Financial LLC10,109$2,198 06/30/2022
     IWV10,109$2,198 06/30/2022
Mission Wealth Management LP9,998$2,174 06/30/2022
     IWV9,998$2,174 06/30/2022
Cedar Wealth Management LLC9,863$2,144 06/30/2022
     IWV9,863$2,144 06/30/2022
Morgan Jess S & Co. Inc.9,780$2,126 06/30/2022
     IWV9,780$2,126 06/30/2022
Integrated Advisors Network LLC9,631$2,094 06/30/2022
     IWV9,631$2,094 06/30/2022
Wade G W & Inc.9,609$2,089 06/30/2022
     IWV9,609$2,089 06/30/2022
Boston Financial Mangement LLC9,444$2,053 06/30/2022
     IWV9,444$2,053 06/30/2022
Institute for Wealth Management LLC.9,363$2,035 06/30/2022
     IWV9,363$2,035 06/30/2022
Private Capital Management LLC7,534$1,977 06/30/2022
     IWV7,534$1,977 06/30/2022
McClarren Financial Advisors Inc.9,066$1,970 06/30/2022
     IWV9,066$1,970 06/30/2022
Cahaba Wealth Management Inc.9,020$1,960 06/30/2022
     IWV9,020$1,960 06/30/2022
First National Bank of Omaha8,923$1,940 06/30/2022
     IWV8,923$1,940 06/30/2022
Atria Investments LLC8,923$1,940 06/30/2022
     IWV8,923$1,940 06/30/2022
Federated Hermes Inc.8,819$1,917 06/30/2022
     IWV8,819$1,917 06/30/2022
Round Table Services LLC8,793$1,912 06/30/2022
     IWV8,793$1,912 06/30/2022
Clarius Group LLC8,790$1,911 06/30/2022
     IWV8,790$1,911 06/30/2022
Savant Capital LLC8,591$1,868 06/30/2022
     IWV8,591$1,868 06/30/2022
SL Advisors LLC8,569$1,863 06/30/2022
     IWV8,569$1,863 06/30/2022
Cahill Financial Advisors Inc.8,541$1,857 06/30/2022
     IWV8,541$1,857 06/30/2022
Modera Wealth Management LLC8,297$1,804 06/30/2022
     IWV8,297$1,804 06/30/2022
Fortress Wealth Group LLC8,249$1,793 06/30/2022
     IWV8,249$1,793 06/30/2022
Cetera Advisors LLC8,016$1,743 06/30/2022
     IWV8,016$1,743 06/30/2022
Acorn Financial Advisory Services Inc. ADV7,962$1,732 06/30/2022
     IWV7,962$1,732 06/30/2022
Wedmont Private Capital8,191$1,696 09/30/2022
     IWV8,191$1,696 09/30/2022
Waypoint Capital Advisors LLC7,725$1,679 06/30/2022
     IWV7,725$1,679 06/30/2022
CIBC Private Wealth Group LLC7,702$1,675 06/30/2022
     IWV7,702$1,675 06/30/2022
Ironwood Investment Management LLC7,646$1,662 06/30/2022
     IWV7,646$1,662 06/30/2022
Integrated Wealth Concepts LLC7,604$1,653 06/30/2022
     IWV7,604$1,653 06/30/2022
Planning Alternatives Ltd. ADV7,574$1,646 06/30/2022
     IWV7,574$1,646 06/30/2022
Independence Bank of Kentucky7,812$1,617 09/30/2022
     IWV7,812$1,617 09/30/2022
Legacy Financial Advisors Inc.7,240$1,574 06/30/2022
     IWV7,240$1,574 06/30/2022
Heritage Financial Services LLC7,084$1,540 06/30/2022
     IWV7,084$1,540 06/30/2022
Armbruster Capital Management Inc.6,986$1,519 06/30/2022
     IWV6,986$1,519 06/30/2022
ARS Wealth Advisors Group LLC6,937$1,508 06/30/2022
     IWV6,937$1,508 06/30/2022
Ledyard National Bank6,911$1,502 06/30/2022
     IWV6,911$1,502 06/30/2022
Oxford Financial Group Ltd.6,895$1,499 06/30/2022
     IWV6,895$1,499 06/30/2022
Sigma Planning Corp6,840$1,487 06/30/2022
     IWV6,840$1,487 06/30/2022
IMA Wealth Inc.6,826$1,484 06/30/2022
     IWV6,826$1,484 06/30/2022
Sonata Capital Group Inc.6,675$1,451 06/30/2022
     IWV6,675$1,451 06/30/2022
Twin Focus Capital Partners LLC6,601$1,435 06/30/2022
     IWV6,601$1,435 06/30/2022
Column Capital Advisors LLC6,585$1,431 06/30/2022
     IWV6,585$1,431 06/30/2022
C2C Wealth Management LLC6,200$1,406 06/30/2022
     IWV6,200$1,406 06/30/2022
Cordasco Financial Network6,413$1,394 06/30/2022
     IWV6,413$1,394 06/30/2022
9258 Wealth Management LLC6,333$1,377 06/30/2022
     IWV6,333$1,377 06/30/2022
Red Spruce Capital LLC6,589$1,364 09/30/2022
     IWV6,589$1,364 09/30/2022
Bouchey Financial Group Ltd6,172$1,342 06/30/2022
     IWV6,172$1,342 06/30/2022
PRW Wealth Management LLC6,172$1,342 06/30/2022
     IWV6,172$1,342 06/30/2022
Equitable Holdings Inc.6,150$1,337 06/30/2022
     IWV6,150$1,337 06/30/2022
Keel Point LLC6,445$1,334 09/30/2022
     IWV6,445$1,334 09/30/2022
HRT Financial LP6,134$1,333 06/30/2022
     IWV6,134$1,333 06/30/2022
CENTRAL TRUST Co6,084$1,323 06/30/2022
     IWV6,084$1,323 06/30/2022
Cohen Capital Management Inc.6,087$1,323 06/30/2022
     IWV6,087$1,323 06/30/2022
OLD Mission Capital LLC6,065$1,318 06/30/2022
     IWV6,065$1,318 06/30/2022
Apella Capital LLC6,053$1,316 06/30/2022
     IWV6,053$1,316 06/30/2022
Ergoteles LLC6,015$1,308 06/30/2022
     IWV6,015$1,308 06/30/2022
Wealth Architects LLC5,998$1,304 06/30/2022
     IWV5,998$1,304 06/30/2022
Brookstone Capital Management5,766$1,296 06/30/2022
     IWV5,766$1,296 06/30/2022
Beacon Financial Group5,783$1,292 06/30/2022
     IWV5,783$1,292 06/30/2022
Moisand Fitzgerald Tamayo LLC5,939$1,291 06/30/2022
     IWV5,939$1,291 06/30/2022
Procyon Private Wealth Partners LLC5,922$1,287 06/30/2022
     IWV5,922$1,287 06/30/2022
Partners Capital Investment Group LLP5,858$1,273 06/30/2022
     IWV5,858$1,273 06/30/2022
BCJ Capital Management LLC5,799$1,261 06/30/2022
     IWV5,799$1,261 06/30/2022
Lokken Investment Group LLC5,763$1,253 06/30/2022
     IWV5,763$1,253 06/30/2022
Advisory Services Network LLC5,653$1,229 06/30/2022
     IWV5,653$1,229 06/30/2022
Hollencrest Capital Management5,569$1,211 06/30/2022
     IWV5,569$1,211 06/30/2022
Kayne Anderson Rudnick Investment Management LLC5,522$1,202 06/30/2022
     IWV5,522$1,202 06/30/2022
Nvest Financial LLC5,453$1,185 06/30/2022
     IWV5,453$1,185 06/30/2022
Boston Private Wealth LLC5,419$1,178 06/30/2022
     IWV5,419$1,178 06/30/2022
Portland Global Advisors LLC5,295$1,151 06/30/2022
     IWV5,295$1,151 06/30/2022
Manchester Financial Inc.5,291$1,150 06/30/2022
     IWV5,291$1,150 06/30/2022
Eaton Vance Management5,259$1,143 06/30/2022
     IWV5,259$1,143 06/30/2022
ETF Portfolio Partners Inc.5,446$1,128 09/30/2022
     IWV5,446$1,128 09/30/2022
J.W. Cole Advisors Inc.5,120$1,113 06/30/2022
     IWV5,120$1,113 06/30/2022
Manchester Capital Management LLC4,868$1,058 06/30/2022
     IWV4,868$1,058 06/30/2022
Pure Financial Advisors Inc.5,073$1,050 09/30/2022
     IWV5,073$1,050 09/30/2022
Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,828$1,050 06/30/2022
     IWV4,828$1,050 06/30/2022
Atria Wealth Solutions Inc.4,806$1,045 06/30/2022
     IWV4,806$1,045 06/30/2022
Graves Light Private Wealth Management Inc.4,776$1,038 06/30/2022
     IWV4,776$1,038 06/30/2022
JNB Advisors LLC4,743$1,031 06/30/2022
     IWV4,743$1,031 06/30/2022
W Advisors LLC4,719$1,025 06/30/2022
     IWV4,719$1,025 06/30/2022
Lowe Wealth Advisors LLC4,946$1,024 09/30/2022
     IWV4,946$1,024 09/30/2022
Motive Wealth Advisors4,711$1,024 06/30/2022
     IWV4,711$1,024 06/30/2022
Chesley Taft & Associates LLC4,611$1,002 06/30/2022
     IWV4,611$1,002 06/30/2022
IHT Wealth Management LLC4,520$983 06/30/2022
     IWV4,520$983 06/30/2022
Quadrant Capital Group LLC4,406$958 06/30/2022
     IWV4,406$958 06/30/2022
CVA Family Office LLC4,400$957 06/30/2022
     IWV4,400$957 06/30/2022
Peapack Gladstone Financial Corp4,364$949 06/30/2022
     IWV4,364$949 06/30/2022
Alera Investment Advisors LLC4,357$947 06/30/2022
     IWV4,357$947 06/30/2022
Hsbc Holdings PLC4,265$931 06/30/2022
     IWV4,265$931 06/30/2022
Financial Counselors Inc.4,278$930 06/30/2022
     IWV4,278$930 06/30/2022
HC Advisors LLC4,270$928 06/30/2022
     IWV4,270$928 06/30/2022
MUFG Americas Holdings Corp4,240$922 06/30/2022
     IWV4,240$922 06/30/2022
D.A. Davidson & CO.4,215$916 06/30/2022
     IWV4,215$916 06/30/2022
Citizens Financial Group Inc RI4,152$903 06/30/2022
     IWV4,152$903 06/30/2022
Mason & Associates Inc4,110$894 06/30/2022
     IWV4,110$894 06/30/2022
Smith Salley & Associates4,090$889 06/30/2022
     IWV4,090$889 06/30/2022
Lowe Brockenbrough & Co. Inc.4,067$884 06/30/2022
     IWV4,067$884 06/30/2022
Matrix Private Capital Group LLC4,040$878 06/30/2022
     IWV4,040$878 06/30/2022
Vista Capital Partners Inc.4,026$875 06/30/2022
     IWV4,026$875 06/30/2022
Greenwood Capital Associates LLC3,992$868 06/30/2022
     IWV3,992$868 06/30/2022
IFG Advisory LLC3,994$868 06/30/2022
     IWV3,994$868 06/30/2022
Pinnacle Financial Partners Inc.3,979$865 06/30/2022
     IWV3,979$865 06/30/2022
Baker Tilly Financial LLC3,915$851 06/30/2022
     IWV3,915$851 06/30/2022
Cornerstone Capital Inc.3,896$847 06/30/2022
     IWV3,896$847 06/30/2022
Abacus Planning Group Inc.3,882$844 06/30/2022
     IWV3,882$844 06/30/2022
Robertson Stephens Wealth Management LLC3,794$824 06/30/2022
     IWV3,794$824 06/30/2022
MAI Capital Management3,754$816 06/30/2022
     IWV3,754$816 06/30/2022
Sabal Trust CO3,700$804 06/30/2022
     IWV3,700$804 06/30/2022
Janney Montgomery Scott LLC3,624$798 06/30/2022
     IWV3,624$798 06/30/2022
Parkside Financial Bank & Trust3,636$790 06/30/2022
     IWV3,636$790 06/30/2022
Segall Bryant & Hamill LLC3,600$783 06/30/2022
     IWV3,600$783 06/30/2022
Single Point Partners LLC3,779$782 09/30/2022
     IWV3,779$782 09/30/2022
Prosperity Planning Inc.3,714$781 06/30/2022
     IWV3,714$781 06/30/2022
XML Financial LLC3,568$776 06/30/2022
     IWV3,568$776 06/30/2022
Firestone Capital Management3,554$773 06/30/2022
     IWV3,554$773 06/30/2022
SkyOak Wealth LLC3,537$769 06/30/2022
     IWV3,537$769 06/30/2022
Stonegate Investment Group LLC3,536$769 06/30/2022
     IWV3,536$769 06/30/2022
Capital Analysts LLC3,505$762 06/30/2022
     IWV3,505$762 06/30/2022
Stokes Family Office LLC3,500$761 06/30/2022
     IWV3,500$761 06/30/2022
Reynders McVeigh Capital Management LLC3,451$750 06/30/2022
     IWV3,451$750 06/30/2022
Heron Financial Group LLC3,451$750 06/30/2022
     IWV3,451$750 06/30/2022
Condor Capital Management3,411$742 06/30/2022
     IWV3,411$742 06/30/2022
Earnest Partners LLC3,415$742 06/30/2022
     IWV3,415$742 06/30/2022
Trustcore Financial Services LLC3,401$739 06/30/2022
     IWV3,401$739 06/30/2022
Kovack Advisors Inc.3,391$737 06/30/2022
     IWV3,391$737 06/30/2022
Circle Wealth Management LLC3,353$729 06/30/2022
     IWV3,353$729 06/30/2022
Chilton Capital Management LLC3,334$725 06/30/2022
     IWV3,334$725 06/30/2022
Ironwood Wealth Management LLC.3,310$720 06/30/2022
     IWV3,310$720 06/30/2022
GHP Investment Advisors Inc.3,288$715 06/30/2022
     IWV3,288$715 06/30/2022
Evercore Wealth Management LLC3,248$706 06/30/2022
     IWV3,248$706 06/30/2022
Dynamic Advisor Solutions LLC3,202$696 06/30/2022
     IWV3,202$696 06/30/2022
Mayflower Financial Advisors LLC3,160$687 06/30/2022
     IWV3,160$687 06/30/2022
Dorsey & Whitney Trust CO LLC3,150$685 06/30/2022
     IWV3,150$685 06/30/2022
Prospera Financial Services Inc3,124$683 06/30/2022
     IWV3,124$683 06/30/2022
AE Wealth Management LLC3,141$683 06/30/2022
     IWV3,141$683 06/30/2022
Zacks Investment Management3,121$678 06/30/2022
     IWV3,121$678 06/30/2022
Moneta Group Investment Advisors LLC3,119$678 06/30/2022
     IWV3,119$678 06/30/2022
Comerica Securities Inc.3,082$670 06/30/2022
     IWV3,082$670 06/30/2022
Retirement Planning Group3,071$668 06/30/2022
     IWV3,071$668 06/30/2022
Badgley Phelps Wealth Managers LLC3,073$668 06/30/2022
     IWV3,073$668 06/30/2022
LWM Advisory Services LLC3,066$666 06/30/2022
     IWV3,066$666 06/30/2022
Visionary Wealth Advisors3,065$666 06/30/2022
     IWV3,065$666 06/30/2022
Beaumont Asset Management L.L.C.3,041$661 06/30/2022
     IWV3,041$661 06/30/2022
Carnegie Capital Asset Management LLC3,027$658 06/30/2022
     IWV3,027$658 06/30/2022
Wealthcare Advisory Partners LLC3,022$657 06/30/2022
     IWV3,022$657 06/30/2022
Hall Laurie J Trustee3,011$655 06/30/2022
     IWV3,011$655 06/30/2022
Martin Capital Advisors LLP3,005$653 06/30/2022
     IWV3,005$653 06/30/2022
Spire Wealth Management2,996$651 06/30/2022
     IWV2,996$651 06/30/2022
Country Club Bank GFN2,960$650 06/30/2022
     IWV2,960$650 06/30/2022
Belpointe Asset Management LLC2,989$650 06/30/2022
     IWV2,989$650 06/30/2022
First National Corp MA ADV2,902$631 06/30/2022
     IWV2,902$631 06/30/2022
Wedbush Securities Inc.2,898$630 06/30/2022
     IWV2,898$630 06/30/2022
Castle Rock Wealth Management LLC2,801$630 06/30/2022
     IWV2,801$630 06/30/2022
First National Trust Co2,888$628 06/30/2022
     IWV2,888$628 06/30/2022
Sage Mountain Advisors LLC2,860$622 06/30/2022
     IWV2,860$622 06/30/2022
Blue Edge Capital LLC2,856$621 06/30/2022
     IWV2,856$621 06/30/2022
Wealth Management Partners LLC3,000$610 06/30/2022
     IWV3,000$610 06/30/2022
Financial Engines Advisors L.L.C.2,793$607 06/30/2022
     IWV2,793$607 06/30/2022
Neuberger Berman Group LLC2,789$606 06/30/2022
     IWV2,789$606 06/30/2022
Spinnaker Trust2,695$586 06/30/2022
     IWV2,695$586 06/30/2022
Strategic Family Wealth Counselors L.L.C.2,674$581 06/30/2022
     IWV2,674$581 06/30/2022
Court Place Advisors LLC2,668$580 06/30/2022
     IWV2,668$580 06/30/2022
Avantax Advisory Services Inc.2,661$578 06/30/2022
     IWV2,661$578 06/30/2022
Valmark Advisers Inc.2,600$565 06/30/2022
     IWV2,600$565 06/30/2022
Howe & Rusling Inc.2,553$555 06/30/2022
     IWV2,553$555 06/30/2022
Stratos Wealth Advisors LLC2,542$553 06/30/2022
     IWV2,542$553 06/30/2022
PrairieView Partners LLC2,545$553 06/30/2022
     IWV2,545$553 06/30/2022
Dakota Wealth Management2,496$543 06/30/2022
     IWV2,496$543 06/30/2022
Ellis Investment Partners LLC2,498$543 06/30/2022
     IWV2,498$543 06/30/2022
Stratos Wealth Partners LTD.2,490$541 06/30/2022
     IWV2,490$541 06/30/2022
Dana Investment Advisors Inc.2,480$539 06/30/2022
     IWV2,480$539 06/30/2022
2,292$524 06/30/2022
     IWV2,292$524 06/30/2022
Hills Bank & Trust Co2,386$519 06/30/2022
     IWV2,386$519 06/30/2022
First Citizens Bank & Trust Co.2,368$515 06/30/2022
     IWV2,368$515 06/30/2022
Gibson Capital LLC2,333$507 06/30/2022
     IWV2,333$507 06/30/2022
Wade Financial Advisory Inc2,330$507 06/30/2022
     IWV2,330$507 06/30/2022
Ashford Advisors LLC2,413$500 09/30/2022
     IWV2,413$500 09/30/2022
Capstone Financial Advisors Inc.2,248$489 06/30/2022
     IWV2,248$489 06/30/2022
Rehmann Capital Advisory Group2,248$489 06/30/2022
     IWV2,248$489 06/30/2022
Collaborative Wealth Managment Inc.2,246$488 06/30/2022
     IWV2,246$488 06/30/2022
Glenview Trust Co2,234$486 06/30/2022
     IWV2,234$486 06/30/2022
Wilbanks Smith & Thomas Asset Management LLC2,216$482 06/30/2022
     IWV2,216$482 06/30/2022
National Asset Management Inc.2,215$482 06/30/2022
     IWV2,215$482 06/30/2022
Pinnacle Wealth Planning Services Inc.2,207$480 06/30/2022
     IWV2,207$480 06/30/2022
Dempze Nancy E2,205$479 06/30/2022
     IWV2,205$479 06/30/2022
TBH Global Asset Management LLC2,175$473 06/30/2022
     IWV2,175$473 06/30/2022
Betterment LLC2,132$463 06/30/2022
     IWV2,132$463 06/30/2022
International Assets Investment Management LLC2,092$455 06/30/2022
     IWV2,092$455 06/30/2022
Crewe Advisors LLC2,048$445 06/30/2022
     IWV2,048$445 06/30/2022
Oxbow Advisors LLC2,042$444 06/30/2022
     IWV2,042$444 06/30/2022
Keb Asset Management LLC2,022$440 06/30/2022
     IWV2,022$440 06/30/2022
Burns J W & Co. Inc. NY2,100$435 09/30/2022
     IWV2,100$435 09/30/2022
Alesco Advisors LLC2,000$435 06/30/2022
     IWV2,000$435 06/30/2022
Regions Financial Corp1,974$430 06/30/2022
     IWV1,974$430 06/30/2022
VERITY Wealth Advisors1,967$428 06/30/2022
     IWV1,967$428 06/30/2022
Harbor Investment Advisory LLC1,961$426 06/30/2022
     IWV1,961$426 06/30/2022
Congress Wealth Management LLC DE 1,955$425 06/30/2022
     IWV1,955$425 06/30/2022
Sightline Wealth Advisors LLC1,955$423 06/30/2022
     IWV1,955$423 06/30/2022
Ancora Advisors LLC1,939$422 06/30/2022
     IWV1,939$422 06/30/2022
Evanson Asset Management LLC1,942$422 06/30/2022
     IWV1,942$422 06/30/2022
Assetmark Inc.1,934$420 06/30/2022
     IWV1,934$420 06/30/2022
Peoples Bank OH1,902$413 06/30/2022
     IWV1,902$413 06/30/2022
Facet Wealth Inc.1,894$412 06/30/2022
     IWV1,894$412 06/30/2022
Waypoint Wealth Partners Inc.1,895$412 06/30/2022
     IWV1,895$412 06/30/2022
Coastal Investment Advisors Inc.1,843$406 06/30/2022
     IWV1,843$406 06/30/2022
Brown Miller Wealth Management LLC1,855$403 06/30/2022
     IWV1,855$403 06/30/2022
MTM Investment Management LLC1,815$400 06/30/2022
     IWV1,815$400 06/30/2022
Coldstream Capital Management Inc.1,824$397 06/30/2022
     IWV1,824$397 06/30/2022
James Investment Research Inc.1,795$390 06/30/2022
     IWV1,795$390 06/30/2022
RVW Wealth LLC1,792$390 06/30/2022
     IWV1,792$390 06/30/2022
HM Payson & Co.1,790$389 06/30/2022
     IWV1,790$389 06/30/2022
United Bank1,770$385 06/30/2022
     IWV1,770$385 06/30/2022
ARGI Investment Services LLC1,772$385 06/30/2022
     IWV1,772$385 06/30/2022
Virginia National Bank1,756$382 06/30/2022
     IWV1,756$382 06/30/2022
RKL Wealth Management LLC1,734$377 06/30/2022
     IWV1,734$377 06/30/2022
Frontier Wealth Management LLC1,717$373 06/30/2022
     IWV1,717$373 06/30/2022
Burt Wealth Advisors1,707$371 06/30/2022
     IWV1,707$371 06/30/2022
EPIQ Capital Group LLC1,684$366 06/30/2022
     IWV1,684$366 06/30/2022
Girard Partners LTD.1,680$365 06/30/2022
     IWV1,680$365 06/30/2022
Linscomb & Williams Inc.1,668$363 06/30/2022
     IWV1,668$363 06/30/2022
Knightsbridge Asset Management LLC1,671$363 06/30/2022
     IWV1,671$363 06/30/2022
Greenhouse Wealth Management LLC1,653$359 06/30/2022
     IWV1,653$359 06/30/2022
Schmidt P J Investment Management Inc.1,500$358 06/30/2022
     IWV1,500$358 06/30/2022
Zeke Capital Advisors LLC1,649$358 06/30/2022
     IWV1,649$358 06/30/2022
Accurate Wealth Management LLC1,588$357 06/30/2022
     IWV1,588$357 06/30/2022
Quadrant Private Wealth Management LLC1,618$352 06/30/2022
     IWV1,618$352 06/30/2022
Pathway Financial Advisors LLC1,600$348 06/30/2022
     IWV1,600$348 06/30/2022
Gould Capital LLC1,603$348 06/30/2022
     IWV1,603$348 06/30/2022
Wesbanco Bank Inc.1,592$346 06/30/2022
     IWV1,592$346 06/30/2022
Personal Capital Advisors Corp1,582$344 06/30/2022
     IWV1,582$344 06/30/2022
Xponance Inc.1,576$343 06/30/2022
     IWV1,576$343 06/30/2022
Bradley & Co. Private Wealth Management LLC1,557$338 06/30/2022
     IWV1,557$338 06/30/2022
Balasa Dinverno & Foltz LLC1,550$337 06/30/2022
     IWV1,550$337 06/30/2022
Summit Financial Strategies Inc.1,549$337 06/30/2022
     IWV1,549$337 06/30/2022
DBK Financial Counsel LLC1,620$335 09/30/2022
     IWV1,620$335 09/30/2022
Platte River Wealth Advisors LLC1,540$335 06/30/2022
     IWV1,540$335 06/30/2022
Buckingham Strategic Partners1,512$329 06/30/2022
     IWV1,512$329 06/30/2022
Eldridge Investment Advisors Inc.1,509$328 06/30/2022
     IWV1,509$328 06/30/2022
IFP Advisors Inc1,973$321 06/30/2022
     IWV1,973$321 06/30/2022
Addison Advisors LLC1,457$317 06/30/2022
     IWV1,457$317 06/30/2022
Madison Wealth Management1,425$310 06/30/2022
     IWV1,425$310 06/30/2022
Raymond James Trust N.A.1,410$307 06/30/2022
     IWV1,410$307 06/30/2022
Syverson Strege & Co1,410$306 06/30/2022
     IWV1,410$306 06/30/2022
Clear Perspectives Financial Planning LLC1,403$305 06/30/2022
     IWV1,403$305 06/30/2022
Haverford Trust Co.1,400$304 06/30/2022
     IWV1,400$304 06/30/2022
Beach Investment Counsel Inc. PA1,397$304 06/30/2022
     IWV1,397$304 06/30/2022
Camden National Bank1,390$302 06/30/2022
     IWV1,390$302 06/30/2022
Financial Advocates Investment Management1,385$301 06/30/2022
     IWV1,385$301 06/30/2022
Resources Investment Advisors LLC.1,374$299 06/30/2022
     IWV1,374$299 06/30/2022
Millennium Management LLC1,360$296 06/30/2022
     IWV1,360$296 06/30/2022
Ferguson Wellman Capital Management Inc.1,348$293 06/30/2022
     IWV1,348$293 06/30/2022
N.E.W. Advisory Services LLC1,341$291 06/30/2022
     IWV1,341$291 06/30/2022
Bartlett & Co. LLC1,325$288 06/30/2022
     IWV1,325$288 06/30/2022
SOL Capital Management CO1,317$286 06/30/2022
     IWV1,317$286 06/30/2022
Appleton Partners Inc. MA1,310$285 06/30/2022
     IWV1,310$285 06/30/2022
BOK Financial Private Wealth Inc.1,307$284 06/30/2022
     IWV1,307$284 06/30/2022
Budros Ruhlin & Roe Inc.1,301$283 06/30/2022
     IWV1,301$283 06/30/2022
Simplex Trading LLC1,303$283 06/30/2022
     IWV1,303$283 06/30/2022
V Wealth Advisors LLC1,302$283 06/30/2022
     IWV1,302$283 06/30/2022
Steward Partners Investment Advisory LLC1,304$283 06/30/2022
     IWV1,304$283 06/30/2022
Portfolio Solutions LLC1,293$281 06/30/2022
     IWV1,293$281 06/30/2022
Greenspring Advisors LLC1,298$281 06/30/2022
     IWV1,298$281 06/30/2022
Regentatlantic Capital LLC1,281$278 06/30/2022
     IWV1,281$278 06/30/2022
Davidson Investment Advisors1,275$277 06/30/2022
     IWV1,275$277 06/30/2022
Perigon Wealth Management LLC1,275$277 06/30/2022
     IWV1,275$277 06/30/2022
Meridian Wealth Management LLC1,275$277 06/30/2022
     IWV1,275$277 06/30/2022
Outlook Wealth Advisors LLC1,273$277 06/30/2022
     IWV1,273$277 06/30/2022
Ameritas Advisory Services LLC1,273$277 06/30/2022
     IWV1,273$277 06/30/2022
Shakespeare Wealth Management Inc.1,231$270 06/30/2022
     IWV1,231$270 06/30/2022
Patten Group Inc.1,198$269 06/30/2022
     IWV1,198$269 06/30/2022
Capital Advisors Wealth Management LLC1,228$267 06/30/2022
     IWV1,228$267 06/30/2022
Beacon Financial Advisory LLC1,221$266 06/30/2022
     IWV1,221$266 06/30/2022
Willow Creek Wealth Management Inc.1,221$265 06/30/2022
     IWV1,221$265 06/30/2022
Private Trust Co. NA1,200$261 06/30/2022
     IWV1,200$261 06/30/2022
Sterneck Capital Management LLC1,201$261 06/30/2022
     IWV1,201$261 06/30/2022
Flagship Harbor Advisors LLC1,202$261 06/30/2022
     IWV1,202$261 06/30/2022
HighTower Trust Services LTA1,247$258 09/30/2022
     IWV1,247$258 09/30/2022
Caerus Investment Advisors LLC1,155$251 06/30/2022
     IWV1,155$251 06/30/2022
My Personal CFO LLC1,154$251 06/30/2022
     IWV1,154$251 06/30/2022
Cubic Asset Management LLC1,145$249 06/30/2022
     IWV1,145$249 06/30/2022
Plancorp LLC1,144$249 06/30/2022
     IWV1,144$249 06/30/2022
Leonard Rickey Investment Advisors P.L.L.C.1,134$247 06/30/2022
     IWV1,134$247 06/30/2022
New England Guild Wealth Advisors Inc.1,185$245 09/30/2022
     IWV1,185$245 09/30/2022
Benjamin F. Edwards & Company Inc.1,111$242 06/30/2022
     IWV1,111$242 06/30/2022
Grant GrossMendelsohn LLC1,100$242 06/30/2022
     IWV1,100$242 06/30/2022
One Charles Private Wealth Services LLC1,099$241 06/30/2022
     IWV1,099$241 06/30/2022
Revolve Wealth Partners LLC1,106$240 06/30/2022
     IWV1,106$240 06/30/2022
AHL Investment Management Inc.1,102$240 06/30/2022
     IWV1,102$240 06/30/2022
Honkamp Krueger Financial Services Inc.1,095$238 06/30/2022
     IWV1,095$238 06/30/2022
MONECO Advisors LLC1,094$238 06/30/2022
     IWV1,094$238 06/30/2022
BT Wealth Management LLC1,090$237 06/30/2022
     IWV1,090$237 06/30/2022
Scotia Capital Inc.1,086$236 06/30/2022
     IWV1,086$236 06/30/2022
Brickley Wealth Management1,079$235 06/30/2022
     IWV1,079$235 06/30/2022
Berkshire Asset Management LLC PA1,073$233 06/30/2022
     IWV1,073$233 06/30/2022
WBH Advisory Inc.1,050$233 06/30/2022
     IWV1,050$233 06/30/2022
Corient Capital Partners LLC1,048$228 06/30/2022
     IWV1,048$228 06/30/2022
MEMBERS Trust Co1,043$227 06/30/2022
     IWV1,043$227 06/30/2022
Atlantic Union Bankshares Corp1,034$225 06/30/2022
     IWV1,034$225 06/30/2022
Plante Moran Financial Advisors LLC1,019$222 06/30/2022
     IWV1,019$222 06/30/2022
First Command Bank1,015$221 06/30/2022
     IWV1,015$221 06/30/2022
First Command Financial Services Inc.1,015$221 06/30/2022
     IWV1,015$221 06/30/2022
Kestra Private Wealth Services LLC1,008$219 06/30/2022
     IWV1,008$219 06/30/2022
Level Four Advisory Services LLC996$217 06/30/2022
     IWV996$217 06/30/2022
K.J. Harrison & Partners Inc989$215 06/30/2022
     IWV989$215 06/30/2022
Jacobs & Co. CA982$213 06/30/2022
     IWV982$213 06/30/2022
Cim Investment Mangement Inc.979$213 06/30/2022
     IWV979$213 06/30/2022
HBK Sorce Advisory LLC977$212 06/30/2022
     IWV977$212 06/30/2022
Campion Asset Management LLC973$211 06/30/2022
     IWV973$211 06/30/2022
Forum Financial Management LP970$211 06/30/2022
     IWV970$211 06/30/2022
Beacon Investment Advisory Services Inc.947$206 06/30/2022
     IWV947$206 06/30/2022
Penobscot Investment Management Company Inc.943$205 06/30/2022
     IWV943$205 06/30/2022
Congress Asset Management Co. MA940$204 06/30/2022
     IWV940$204 06/30/2022
Paces Ferry Wealth Advisors LLC924$201 06/30/2022
     IWV924$201 06/30/2022
SILVER OAK SECURITIES Inc877$200 06/30/2022
     IWV877$200 06/30/2022
Harbour Investments Inc.815$177 06/30/2022
     IWV815$177 06/30/2022
Grant Street Asset Management Inc.777$169 06/30/2022
     IWV777$169 06/30/2022
Private Ocean LLC753$163 06/30/2022
     IWV753$163 06/30/2022
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA725$158 06/30/2022
     IWV725$158 06/30/2022
O Shaughnessy Asset Management LLC724$157 06/30/2022
     IWV724$157 06/30/2022
Tompkins Financial Corp706$154 06/30/2022
     IWV706$154 06/30/2022
Acropolis Investment Management LLC700$152 06/30/2022
     IWV700$152 06/30/2022
Pflug Koory LLC667$145 06/30/2022
     IWV667$145 06/30/2022
Newton One Investments LLC628$137 06/30/2022
     IWV628$137 06/30/2022
Sugarloaf Wealth Management LLC622$135 06/30/2022
     IWV622$135 06/30/2022
Huntington National Bank584$127 06/30/2022
     IWV584$127 06/30/2022
GPS Wealth Strategies Group LLC562$122 06/30/2022
     IWV562$122 06/30/2022
Albion Financial Group UT558$121 06/30/2022
     IWV558$121 06/30/2022
Signaturefd LLC555$121 06/30/2022
     IWV555$121 06/30/2022
Sandy Spring Bank558$121 06/30/2022
     IWV558$121 06/30/2022
Tortoise Investment Management LLC555$121 06/30/2022
     IWV555$121 06/30/2022
Charter Oak Capital Management LLC525$114 06/30/2022
     IWV525$114 06/30/2022
South State CORP.505$110 06/30/2022
     IWV505$110 06/30/2022
BNP Paribas Arbitrage SA504$110 06/30/2022
     IWV504$110 06/30/2022
Truvestments Capital LLC436$95 06/30/2022
     IWV436$95 06/30/2022
Key Financial Inc432$95 06/30/2022
     IWV432$95 06/30/2022
Hudock Inc.421$91 06/30/2022
     IWV421$91 06/30/2022
Tsfg LLC400$87 06/30/2022
     IWV400$87 06/30/2022
Financial Enhancement Group LLC393$85 06/30/2022
     IWV393$85 06/30/2022
HBC Financial Services PLLC376$84 06/30/2022
     IWV376$84 06/30/2022
Cranbrook Wealth Management LLC376$82 06/30/2022
     IWV376$82 06/30/2022
NWK Group Inc.373$81 06/30/2022
     IWV373$81 06/30/2022
First Manhattan Co.360$78 06/30/2022
     IWV360$78 06/30/2022
Optimum Investment Advisors355$77 06/30/2022
     IWV355$77 06/30/2022
CNB Bank350$76 06/30/2022
     IWV350$76 06/30/2022
Ballast Advisors LLC351$76 06/30/2022
     IWV351$76 06/30/2022
Money Concepts Capital Corp333$73 06/30/2022
     IWV333$73 06/30/2022
TCI Wealth Advisors Inc.337$73 06/30/2022
     IWV337$73 06/30/2022
Salem Investment Counselors Inc.330$72 06/30/2022
     IWV330$72 06/30/2022
Front Row Advisors LLC300$65 06/30/2022
     IWV300$65 06/30/2022
Brown Brothers Harriman & Co.290$63 06/30/2022
     IWV290$63 06/30/2022
Cribstone Capital Management LLC275$60 06/30/2022
     IWV275$60 06/30/2022
Tower View Investment Management & Research LLC277$60 06/30/2022
     IWV277$60 06/30/2022
WestEnd Advisors LLC268$58 06/30/2022
     IWV268$58 06/30/2022
Concord Wealth Partners256$56 06/30/2022
     IWV256$56 06/30/2022
Founders Financial Alliance LLC252$55 06/30/2022
     IWV252$55 06/30/2022
Dougherty Wealth Advisers LLC250$54 06/30/2022
     IWV250$54 06/30/2022
Duncker Streett & Co. Inc.240$52 06/30/2022
     IWV240$52 06/30/2022
Kistler Tiffany Companies LLC238$52 06/30/2022
     IWV238$52 06/30/2022
Bangor Savings Bank225$49 06/30/2022
     IWV225$49 06/30/2022
Trust Co221$48 06/30/2022
     IWV221$48 06/30/2022
Ellevest Inc.217$47 06/30/2022
     IWV217$47 06/30/2022
CX Institutional215$47 06/30/2022
     IWV215$47 06/30/2022
Motco207$45 06/30/2022
     IWV207$45 06/30/2022
Tectonic Advisors LLC200$43 06/30/2022
     IWV200$43 06/30/2022
Barclays PLC185$40 06/30/2022
     IWV185$40 06/30/2022
FourThought Financial LLC180$39 06/30/2022
     IWV180$39 06/30/2022
American National Bank180$37 09/30/2022
     IWV180$37 09/30/2022
Global Retirement Partners LLC164$36 06/30/2022
     IWV164$36 06/30/2022
Laurel Wealth Advisors LLC165$36 06/30/2022
     IWV165$36 06/30/2022
Parallel Advisors LLC156$34 06/30/2022
     IWV156$34 06/30/2022
Joseph P. Lucia & Associates LLC155$34 06/30/2022
     IWV155$34 06/30/2022
Capital Advisors Ltd. LLC150$33 06/30/2022
     IWV150$33 06/30/2022
JNBA Financial Advisors146$32 06/30/2022
     IWV146$32 06/30/2022
Baldrige Asset Management LLC145$32 06/30/2022
     IWV145$32 06/30/2022
Morris Financial Concepts Inc.141$31 06/30/2022
     IWV141$31 06/30/2022
Tyler Stone Wealth Management142$31 06/30/2022
     IWV142$31 06/30/2022
Mcmillion Capital Management Inc.137$30 06/30/2022
     IWV137$30 06/30/2022
M&T Bank Corp12,987$29 06/30/2022
     IWV12,987$29 06/30/2022
Monetary Management Group Inc.125$27 06/30/2022
     IWV125$27 06/30/2022
Lumature Wealth Partners LLC119$26 06/30/2022
     IWV119$26 06/30/2022
Financial Connections Group Inc.120$26 06/30/2022
     IWV120$26 06/30/2022
Horizons Wealth Management122$25 09/30/2022
     IWV122$25 09/30/2022
Beacon Capital Management LLC111$24 09/30/2022
     IWV111$24 09/30/2022
Pin Oak Investment Advisors Inc.111$24 06/30/2022
     IWV111$24 06/30/2022
Ahrens Investment Partners LLC100$22 06/30/2022
     IWV100$22 06/30/2022
Bogart Wealth LLC103$22 06/30/2022
     IWV103$22 06/30/2022
Rain Capital Management LLC97$21 06/30/2022
     IWV97$21 06/30/2022
FinTrust Capital Advisors LLC89$20 06/30/2022
     IWV89$20 06/30/2022
Washington Trust Advisors Inc.93$20 06/30/2022
     IWV93$20 06/30/2022
Heritage Wealth Management LLC83$18 06/30/2022
     IWV83$18 06/30/2022
Marquette Asset Management LLC79$16 09/30/2022
     IWV79$16 09/30/2022
Activest Wealth Management73$16 06/30/2022
     IWV73$16 06/30/2022
Qube Research & Technologies Ltd68$15 06/30/2022
     IWV68$15 06/30/2022
Private Capital Group LLC61$13 06/30/2022
     IWV61$13 06/30/2022
Coston McIsaac & Partners59$13 06/30/2022
     IWV59$13 06/30/2022
Northwest Investment Counselors LLC56$12 06/30/2022
     IWV56$12 06/30/2022
Baystate Wealth Management LLC55$12 06/30/2022
     IWV55$12 06/30/2022
Archer Investment Corp55$12 06/30/2022
     IWV55$12 06/30/2022
Glassman Wealth Services49$11 06/30/2022
     IWV49$11 06/30/2022
RWM Asset Management LLC50$11 06/30/2022
     IWV50$11 06/30/2022
Operose Advisors LLC49$11 06/30/2022
     IWV49$11 06/30/2022
National Bank of Canada FI43$9 06/30/2022
     IWV43$9 06/30/2022
Retirement Group LLC38$8 06/30/2022
     IWV38$8 06/30/2022
Tradition Wealth Management LLC38$8 06/30/2022
     IWV38$8 06/30/2022
ACG Wealth30$7 06/30/2022
     IWV30$7 06/30/2022
Atlas Capital Advisors LLC27$6 06/30/2022
     IWV27$6 06/30/2022
Sargent Bickham Lagudis LLC28$6 06/30/2022
     IWV28$6 06/30/2022
Center for Financial Planning Inc.26$6 06/30/2022
     IWV26$6 06/30/2022
Curi Capital21$5 06/30/2022
     IWV21$5 06/30/2022
AdvisorNet Financial Inc21$4 09/30/2022
     IWV21$4 09/30/2022
North Star Investment Management Corp.19$4 06/30/2022
     IWV19$4 06/30/2022
Choate Investment Advisors20$4 06/30/2022
     IWV20$4 06/30/2022
Disciplined Investments LLC12$3 06/30/2022
     IWV12$3 06/30/2022
Financial Management Professionals Inc.8$2 06/30/2022
     IWV8$2 06/30/2022
USA Financial Portformulas Corp10$2 06/30/2022
     IWV10$2 06/30/2022
Nelson Van Denburg & Campbell Wealth Management Group LLC5$1 06/30/2022
     IWV5$1 06/30/2022
Bay Harbor Wealth Management LLC3$1 06/30/2022
     IWV3$1 06/30/2022
Proequities Inc.0$0 06/30/2022
     IWV0$0 06/30/2022
Cutler Group LP $0 06/30/2022
     Put100$0 06/30/2022
     Call700$0 06/30/2022
Wolverine Trading LLC $-99 06/30/2022
     Put2,500$549 06/30/2022
     IWV2,047$450 06/30/2022
Susquehanna International Group LLP5,900$-239 06/30/2022
     Put7,000$1,522 06/30/2022
     Call5,900$1,283 06/30/2022

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

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