HoldingsChannel.com
On this page, we present all of the funds holding IWY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IWY, with a link to that fund's top holdings. The next columns indicate the amount of IWY stock held by each of the funds holding IWY, followed by the IWY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 352 funds holding IWY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc. (or by any of the other funds holding IWY), click the fund name in the "Holder" column of the funds-holding-IWY table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Envestnet Asset Management Inc. | 8,302,375 | $1,316,425 | 06/30/2023 |
| IWY | 8,302,375 | $1,316,425 | 06/30/2023 |
| TIAA FSB | 5,944,979 | $942,636 | 06/30/2023 |
| IWY | 5,944,979 | $942,636 | 06/30/2023 |
| First Citizens Bank & Trust Co. | 5,053,356 | $801,260 | 06/30/2023 |
| IWY | 5,053,356 | $801,260 | 06/30/2023 |
| Advisor Group Holdings Inc. | 1,802,233 | $285,842 | 06/30/2023 |
| IWY | 1,802,233 | $285,842 | 06/30/2023 |
| Ameriprise Financial Inc. | 1,178,136 | $186,714 | 06/30/2023 |
| IWY | 1,178,136 | $186,714 | 06/30/2023 |
| AE Wealth Management LLC | 1,154,016 | $182,981 | 06/30/2023 |
| IWY | 1,154,016 | $182,981 | 06/30/2023 |
| Clark Capital Management Group Inc. | 1,099,800 | $174,384 | 06/30/2023 |
| IWY | 1,099,800 | $174,384 | 06/30/2023 |
| LPL Financial LLC | 1,096,883 | $173,922 | 06/30/2023 |
| IWY | 1,096,883 | $173,922 | 06/30/2023 |
| Morgan Stanley | 1,002,628 | $158,977 | 06/30/2023 |
| IWY | 1,002,628 | $158,977 | 06/30/2023 |
| Commonwealth Equity Services LLC | 918,565 | $145,648 | 06/30/2023 |
| IWY | 918,565 | $145,648 | 06/30/2023 |
| Truist Financial Corp | 717,262 | $113,729 | 06/30/2023 |
| IWY | 717,262 | $113,729 | 06/30/2023 |
| Baystate Wealth Management LLC | 674,921 | $107,016 | 06/30/2023 |
| IWY | 674,921 | $107,016 | 06/30/2023 |
| Bank of America Corp DE | 668,783 | $106,042 | 06/30/2023 |
| IWY | 668,783 | $106,042 | 06/30/2023 |
| BRYN MAWR TRUST Co | 593,102 | $94,042 | 06/30/2023 |
| IWY | 593,102 | $94,042 | 06/30/2023 |
| MML Investors Services LLC | 472,456 | $74,913 | 06/30/2023 |
| IWY | 472,456 | $74,913 | 06/30/2023 |
| Orion Portfolio Solutions LLC | 450,688 | $71,461 | 06/30/2023 |
| IWY | 450,688 | $71,461 | 06/30/2023 |
| Raymond James Financial Services Advisors Inc. | 395,825 | $62,762 | 06/30/2023 |
| IWY | 395,825 | $62,762 | 06/30/2023 |
| Atlantic Union Bankshares Corp | 340,823 | $54,041 | 06/30/2023 |
| IWY | 340,823 | $54,041 | 06/30/2023 |
| UBS Group AG | 302,718 | $47,999 | 06/30/2023 |
| IWY | 302,718 | $47,999 | 06/30/2023 |
| SOA Wealth Advisors LLC. | 298,690 | $47,360 | 06/30/2023 |
| IWY | 298,690 | $47,360 | 06/30/2023 |
| Intelligence Driven Advisers LLC | 285,950 | $45,111 | 06/30/2023 |
| IWY | 285,950 | $45,111 | 06/30/2023 |
| First Citizens Asset Management Inc. | 279,315 | $44,288 | 06/30/2023 |
| IWY | 279,315 | $44,288 | 06/30/2023 |
| One Capital Management LLC | 234,519 | $37,185 | 06/30/2023 |
| IWY | 234,519 | $37,185 | 06/30/2023 |
| Cambridge Investment Research Advisors Inc. | 229,522 | $36,393 | 06/30/2023 |
| IWY | 229,522 | $36,393 | 06/30/2023 |
| Wharton Business Group LLC | 225,594 | $35,770 | 06/30/2023 |
| IWY | 225,594 | $35,770 | 06/30/2023 |
| Wells Fargo & Company MN | 220,353 | $34,939 | 06/30/2023 |
| IWY | 220,353 | $34,939 | 06/30/2023 |
| Mariner LLC | 219,500 | $34,804 | 06/30/2023 |
| IWY | 219,500 | $34,804 | 06/30/2023 |
| Royal Bank of Canada | 213,396 | $33,836 | 06/30/2023 |
| IWY | 213,396 | $33,836 | 06/30/2023 |
| HighTower Advisors LLC | 206,086 | $32,680 | 06/30/2023 |
| IWY | 206,086 | $32,680 | 06/30/2023 |
| Wsfs Capital Management LLC | 185,261 | $29,375 | 06/30/2023 |
| IWY | 185,261 | $29,375 | 06/30/2023 |
| Proficio Capital Partners LLC | 143,783 | $22,798 | 06/30/2023 |
| IWY | 143,783 | $22,798 | 06/30/2023 |
| Avantax Advisory Services Inc. | 114,859 | $18,212 | 06/30/2023 |
| IWY | 114,859 | $18,212 | 06/30/2023 |
| Sawtooth Solutions LLC | 109,094 | $17,298 | 06/30/2023 |
| IWY | 109,094 | $17,298 | 06/30/2023 |
| Voya Investment Management LLC | 108,892 | $17,266 | 06/30/2023 |
| IWY | 108,892 | $17,266 | 06/30/2023 |
| M&T Bank Corp | 107,164 | $16,992 | 06/30/2023 |
| IWY | 107,164 | $16,992 | 06/30/2023 |
| Simplicity Wealth LLC | 106,575 | $16,898 | 06/30/2023 |
| IWY | 106,575 | $16,898 | 06/30/2023 |
| Cetera Investment Advisers | 105,735 | $16,765 | 06/30/2023 |
| IWY | 105,735 | $16,765 | 06/30/2023 |
| Wealthcare Advisory Partners LLC | 103,351 | $16,387 | 06/30/2023 |
| IWY | 103,351 | $16,387 | 06/30/2023 |
| Horst & Graben Wealth Management LLC | 100,689 | $15,965 | 06/30/2023 |
| IWY | 100,689 | $15,965 | 06/30/2023 |
| Valmark Advisers Inc. | 98,845 | $15,673 | 06/30/2023 |
| IWY | 98,845 | $15,673 | 06/30/2023 |
| Northwestern Mutual Wealth Management Co. | 96,676 | $15,329 | 06/30/2023 |
| IWY | 96,676 | $15,329 | 06/30/2023 |
| Compton Wealth Advisory Group LLC | 94,001 | $14,905 | 06/30/2023 |
| IWY | 94,001 | $14,905 | 06/30/2023 |
| We Are One Seven LLC | 92,840 | $14,721 | 06/30/2023 |
| IWY | 92,840 | $14,721 | 06/30/2023 |
| Aspire Capital Advisors LLC | 92,105 | $14,604 | 06/30/2023 |
| IWY | 92,105 | $14,604 | 06/30/2023 |
| Thrivent Financial for Lutherans | 90,998 | $14,228 | 06/30/2023 |
| IWY | 90,998 | $14,228 | 06/30/2023 |
| Surience Private Wealth LLC | 85,467 | $13,552 | 06/30/2023 |
| IWY | 85,467 | $13,552 | 06/30/2023 |
| 9258 Wealth Management LLC | 83,835 | $13,293 | 06/30/2023 |
| IWY | 83,835 | $13,293 | 06/30/2023 |
| DAVENPORT & Co LLC | 82,866 | $13,139 | 06/30/2023 |
| IWY | 82,866 | $13,139 | 06/30/2023 |
| GWM Advisors LLC | 81,615 | $12,941 | 06/30/2023 |
| IWY | 81,615 | $12,941 | 06/30/2023 |
| WJ Wealth Management LLC | 78,891 | $12,509 | 06/30/2023 |
| IWY | 78,891 | $12,509 | 06/30/2023 |
| Cetera Advisor Networks LLC | 77,406 | $12,273 | 06/30/2023 |
| IWY | 77,406 | $12,273 | 06/30/2023 |
| Stonebridge Financial Planning Group LLC | 74,489 | $11,811 | 06/30/2023 |
| IWY | 74,489 | $11,811 | 06/30/2023 |
| Kestra Private Wealth Services LLC | 71,019 | $11,261 | 06/30/2023 |
| IWY | 71,019 | $11,261 | 06/30/2023 |
| Equitable Holdings Inc. | 67,740 | $10,741 | 06/30/2023 |
| IWY | 67,740 | $10,741 | 06/30/2023 |
| Forum Private Client Group LLC | 67,650 | $10,727 | 06/30/2023 |
| IWY | 67,650 | $10,727 | 06/30/2023 |
| McAdam LLC | 67,452 | $10,695 | 06/30/2023 |
| IWY | 67,452 | $10,695 | 06/30/2023 |
| ProVise Management Group LLC | 66,879 | $10,604 | 06/30/2023 |
| IWY | 66,879 | $10,604 | 06/30/2023 |
| Paul Damon & Associates Inc. | 63,291 | $10,035 | 06/30/2023 |
| IWY | 63,291 | $10,035 | 06/30/2023 |
| Kingdom Financial Group LLC. | 62,736 | $9,947 | 06/30/2023 |
| IWY | 62,736 | $9,947 | 06/30/2023 |
| Cosner Financial Group LLC | 60,466 | $9,587 | 06/30/2023 |
| IWY | 60,466 | $9,587 | 06/30/2023 |
| Milestone Investment Advisors LLC | 57,715 | $9,151 | 06/30/2023 |
| IWY | 57,715 | $9,151 | 06/30/2023 |
| Stratos Wealth Partners LTD. | 55,194 | $8,752 | 06/30/2023 |
| IWY | 55,194 | $8,752 | 06/30/2023 |
| Investors Research Corp | 53,856 | $8,539 | 06/30/2023 |
| IWY | 53,856 | $8,539 | 06/30/2023 |
| IFP Advisors Inc | 52,718 | $8,360 | 06/30/2023 |
| IWY | 52,718 | $8,360 | 06/30/2023 |
| Brookstone Capital Management | 53,101 | $8,333 | 06/30/2023 |
| IWY | 53,101 | $8,333 | 06/30/2023 |
| McIlrath & Eck LLC | 48,904 | $7,754 | 06/30/2023 |
| IWY | 48,904 | $7,754 | 06/30/2023 |
| Stewardship Advisors LLC | 48,048 | $7,618 | 06/30/2023 |
| IWY | 48,048 | $7,618 | 06/30/2023 |
| Atria Wealth Solutions Inc. | 47,649 | $7,555 | 06/30/2023 |
| IWY | 47,649 | $7,555 | 06/30/2023 |
| Susquehanna International Group LLP | 47,089 | $7,466 | 06/30/2023 |
| IWY | 47,089 | $7,466 | 06/30/2023 |
| Hilltop Holdings Inc. | 46,183 | $7,323 | 06/30/2023 |
| IWY | 46,183 | $7,323 | 06/30/2023 |
| Raymond James & Associates | 45,456 | $7,208 | 06/30/2023 |
| IWY | 45,456 | $7,208 | 06/30/2023 |
| Vantage Financial Partners LLC | 44,603 | $7,072 | 06/30/2023 |
| IWY | 44,603 | $7,072 | 06/30/2023 |
| SigFig Wealth Management LLC | 44,271 | $6,916 | 06/30/2023 |
| IWY | 44,271 | $6,916 | 06/30/2023 |
| National Asset Management Inc. | 42,662 | $6,765 | 06/30/2023 |
| IWY | 42,662 | $6,765 | 06/30/2023 |
| Global Retirement Partners LLC | 41,616 | $6,599 | 06/30/2023 |
| IWY | 41,616 | $6,599 | 06/30/2023 |
| Aspire Wealth Management Corp | 41,545 | $6,587 | 06/30/2023 |
| IWY | 41,545 | $6,587 | 06/30/2023 |
| Baird Financial Group Inc. | 41,397 | $6,564 | 06/30/2023 |
| IWY | 41,397 | $6,564 | 06/30/2023 |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 41,352 | $6,557 | 06/30/2023 |
| IWY | 41,352 | $6,557 | 06/30/2023 |
| Jackson Wealth Management LLC | 39,957 | $6,336 | 06/30/2023 |
| IWY | 39,957 | $6,336 | 06/30/2023 |
| Asset Allocation Strategies LLC | 39,841 | $6,317 | 06/30/2023 |
| IWY | 39,841 | $6,317 | 06/30/2023 |
| Kestra Advisory Services LLC | 39,249 | $6,223 | 06/30/2023 |
| IWY | 39,249 | $6,223 | 06/30/2023 |
| Journey Strategic Wealth LLC | 37,630 | $5,967 | 06/30/2023 |
| IWY | 37,630 | $5,967 | 06/30/2023 |
| Baltimore Washington Financial Advisors Inc. | 36,520 | $5,791 | 06/30/2023 |
| IWY | 36,520 | $5,791 | 06/30/2023 |
| Wolf Group Capital Advisors | 38,319 | $5,776 | 06/30/2023 |
| IWY | 38,319 | $5,776 | 06/30/2023 |
| Apexium Financial LP | 35,528 | $5,633 | 06/30/2023 |
| IWY | 35,528 | $5,633 | 06/30/2023 |
| B.O.S.S. Retirement Advisors LLC | 35,500 | $5,629 | 06/30/2023 |
| IWY | 35,500 | $5,629 | 06/30/2023 |
| Harbor Investment Advisory LLC | 35,053 | $5,558 | 06/30/2023 |
| IWY | 35,053 | $5,558 | 06/30/2023 |
| Signature Securities Group Corporation | 33,193 | $5,263 | 06/30/2023 |
| IWY | 33,193 | $5,263 | 06/30/2023 |
| Crumly & Associates Inc. | 32,911 | $5,218 | 06/30/2023 |
| IWY | 32,911 | $5,218 | 06/30/2023 |
| Centennial Wealth Advisory LLC | 31,148 | $4,939 | 06/30/2023 |
| IWY | 31,148 | $4,939 | 06/30/2023 |
| Thoroughbred Financial Services LLC | 29,945 | $4,748 | 06/30/2023 |
| IWY | 29,945 | $4,748 | 06/30/2023 |
| Private Advisor Group LLC | 29,330 | $4,651 | 06/30/2023 |
| IWY | 29,330 | $4,651 | 06/30/2023 |
| Zimmermann Investment Management & Planning LLC | 27,599 | $4,376 | 06/30/2023 |
| IWY | 27,599 | $4,376 | 06/30/2023 |
| Certified Advisory Corp | 27,215 | $4,315 | 06/30/2023 |
| IWY | 27,215 | $4,315 | 06/30/2023 |
| JSF Financial LLC | 26,923 | $4,269 | 06/30/2023 |
| IWY | 26,923 | $4,269 | 06/30/2023 |
| Foundations Investment Advisors LLC | 26,192 | $4,153 | 06/30/2023 |
| IWY | 26,192 | $4,153 | 06/30/2023 |
| Cetera Advisors LLC | 25,465 | $4,038 | 06/30/2023 |
| IWY | 25,465 | $4,038 | 06/30/2023 |
| Darwin Advisors LLC | 24,752 | $3,893 | 06/30/2023 |
| IWY | 24,752 | $3,893 | 06/30/2023 |
| BMS Financial Advisors LLC | 24,375 | $3,865 | 06/30/2023 |
| IWY | 24,375 | $3,865 | 06/30/2023 |
| Waldron Private Wealth LLC | 24,362 | $3,862 | 06/30/2023 |
| IWY | 24,362 | $3,862 | 06/30/2023 |
| Financial Partners Group Inc | 23,955 | $3,816 | 06/30/2023 |
| IWY | 23,955 | $3,816 | 06/30/2023 |
| Global Wealth Management Investment Advisory Inc. | 23,435 | $3,716 | 06/30/2023 |
| IWY | 23,435 | $3,716 | 06/30/2023 |
| Meridian Financial Partners LLC | 22,966 | $3,704 | 06/30/2023 |
| IWY | 22,966 | $3,704 | 06/30/2023 |
| US Bancorp DE | 21,469 | $3,404 | 06/30/2023 |
| IWY | 21,469 | $3,404 | 06/30/2023 |
| Pegasus Partners Ltd. | 21,423 | $3,397 | 06/30/2023 |
| IWY | 21,423 | $3,397 | 06/30/2023 |
| Stokes Capital Advisors LLC | 20,764 | $3,292 | 06/30/2023 |
| IWY | 20,764 | $3,292 | 06/30/2023 |
| Kingsview Wealth Management LLC | 20,249 | $3,211 | 06/30/2023 |
| IWY | 20,249 | $3,211 | 06/30/2023 |
| Advisory Alpha LLC | 19,812 | $3,141 | 06/30/2023 |
| IWY | 19,812 | $3,141 | 06/30/2023 |
| Oliver Lagore Vanvalin Investment Group | 19,702 | $3,124 | 06/30/2023 |
| IWY | 19,702 | $3,124 | 06/30/2023 |
| NinePointTwo Capital | 18,738 | $2,971 | 06/30/2023 |
| IWY | 18,738 | $2,971 | 06/30/2023 |
| Consolidated Portfolio Review Corp | 18,192 | $2,884 | 06/30/2023 |
| IWY | 18,192 | $2,884 | 06/30/2023 |
| First Republic Investment Management Inc. | 17,712 | $2,808 | 06/30/2023 |
| IWY | 17,712 | $2,808 | 06/30/2023 |
| Ameliora Wealth Management Ltd. | 17,136 | $2,717 | 06/30/2023 |
| IWY | 17,136 | $2,717 | 06/30/2023 |
| Advisory Services Network LLC | 15,706 | $2,490 | 06/30/2023 |
| IWY | 15,706 | $2,490 | 06/30/2023 |
| Captrust Financial Advisors | 15,660 | $2,483 | 06/30/2023 |
| IWY | 15,660 | $2,483 | 06/30/2023 |
| BFT Financial Group LLC | 14,674 | $2,327 | 06/30/2023 |
| IWY | 14,674 | $2,327 | 06/30/2023 |
| Ieq Capital LLC | 13,926 | $2,208 | 06/30/2023 |
| IWY | 13,926 | $2,208 | 06/30/2023 |
| Stifel Financial Corp | 13,564 | $2,151 | 06/30/2023 |
| IWY | 13,564 | $2,151 | 06/30/2023 |
| Pensionmark Financial Group LLC | 13,408 | $2,126 | 06/30/2023 |
| IWY | 13,408 | $2,126 | 06/30/2023 |
| FMR LLC | 13,054 | $2,070 | 06/30/2023 |
| IWY | 13,054 | $2,070 | 06/30/2023 |
| Peterson Financial Group Inc. | 12,994 | $2,060 | 06/30/2023 |
| IWY | 12,994 | $2,060 | 06/30/2023 |
| Dana Investment Advisors Inc. | 12,661 | $2,008 | 06/30/2023 |
| IWY | 12,661 | $2,008 | 06/30/2023 |
| Huntington National Bank | 12,444 | $1,973 | 06/30/2023 |
| IWY | 12,444 | $1,973 | 06/30/2023 |
| Spire Wealth Management | 12,305 | $1,951 | 06/30/2023 |
| IWY | 12,305 | $1,951 | 06/30/2023 |
| Rockefeller Capital Management L.P. | 11,849 | $1,879 | 06/30/2023 |
| IWY | 11,849 | $1,879 | 06/30/2023 |
| Mezzasalma Advisors LLC | 11,832 | $1,876 | 06/30/2023 |
| IWY | 11,832 | $1,876 | 06/30/2023 |
| Atria Investments LLC | 11,823 | $1,875 | 06/30/2023 |
| IWY | 11,823 | $1,875 | 06/30/2023 |
| Arcadia Wealth Management LLC | 11,705 | $1,856 | 06/30/2023 |
| IWY | 11,705 | $1,856 | 06/30/2023 |
| Samalin Investment Counsel LLC | 11,517 | $1,826 | 06/30/2023 |
| IWY | 11,517 | $1,826 | 06/30/2023 |
| Harbour Investments Inc. | 11,437 | $1,813 | 06/30/2023 |
| IWY | 11,437 | $1,813 | 06/30/2023 |
| Glenmede Trust Co. NA | 12,518 | $1,739 | 06/30/2023 |
| IWY | 12,518 | $1,739 | 06/30/2023 |
| Walled Lake Planning & Wealth Management LLC | 10,958 | $1,738 | 06/30/2023 |
| IWY | 10,958 | $1,738 | 06/30/2023 |
| Synovus Financial Corp | 10,565 | $1,675 | 06/30/2023 |
| IWY | 10,565 | $1,675 | 06/30/2023 |
| Titleist Asset Management LLC | 10,503 | $1,665 | 06/30/2023 |
| IWY | 10,503 | $1,665 | 06/30/2023 |
| The PNC Financial Services Group Inc. | 10,222 | $1,621 | 06/30/2023 |
| IWY | 10,222 | $1,621 | 06/30/2023 |
| Cornerstone Planning Group LLC | 10,189 | $1,616 | 06/30/2023 |
| IWY | 10,189 | $1,616 | 06/30/2023 |
| Strategic Equity Management | 9,642 | $1,529 | 06/30/2023 |
| IWY | 9,642 | $1,529 | 06/30/2023 |
| Deutsche Bank AG | 9,502 | $1,507 | 06/30/2023 |
| IWY | 9,502 | $1,507 | 06/30/2023 |
| Visionary Wealth Advisors | 9,239 | $1,465 | 06/30/2023 |
| IWY | 9,239 | $1,465 | 06/30/2023 |
| Cozad Asset Management Inc. | 9,230 | $1,464 | 06/30/2023 |
| IWY | 9,230 | $1,464 | 06/30/2023 |
| Creative Planning | 9,081 | $1,440 | 06/30/2023 |
| IWY | 9,081 | $1,440 | 06/30/2023 |
| Meridian Wealth Management LLC | 9,037 | $1,433 | 06/30/2023 |
| IWY | 9,037 | $1,433 | 06/30/2023 |
| WealthShield Partners LLC | 8,832 | $1,400 | 06/30/2023 |
| IWY | 8,832 | $1,400 | 06/30/2023 |
| Western Wealth Management LLC | 8,790 | $1,394 | 06/30/2023 |
| IWY | 8,790 | $1,394 | 06/30/2023 |
| New England Private Wealth Advisors LLC | 8,302 | $1,316 | 06/30/2023 |
| IWY | 8,302 | $1,316 | 06/30/2023 |
| AdvisorNet Financial Inc | 7,871 | $1,248 | 06/30/2023 |
| IWY | 7,871 | $1,248 | 06/30/2023 |
| Venture Visionary Partners LLC | 7,728 | $1,225 | 06/30/2023 |
| IWY | 7,728 | $1,225 | 06/30/2023 |
| Csenge Advisory Group | 7,721 | $1,224 | 06/30/2023 |
| IWY | 7,721 | $1,224 | 06/30/2023 |
| Money Concepts Capital Corp | 7,697 | $1,220 | 06/30/2023 |
| IWY | 7,697 | $1,220 | 06/30/2023 |
| PFG Advisors | 7,638 | $1,211 | 06/30/2023 |
| IWY | 7,638 | $1,211 | 06/30/2023 |
| JPMorgan Chase & Co. | 7,530 | $1,194 | 06/30/2023 |
| IWY | 7,530 | $1,194 | 06/30/2023 |
| Whelan Financial | 7,531 | $1,194 | 06/30/2023 |
| IWY | 7,531 | $1,194 | 06/30/2023 |
| Prudential Financial Inc. | 7,525 | $1,193 | 06/30/2023 |
| IWY | 7,525 | $1,193 | 06/30/2023 |
| CI Private Wealth LLC | 7,506 | $1,190 | 06/30/2023 |
| IWY | 7,506 | $1,190 | 06/30/2023 |
| Renaissance Technologies LLC | 7,400 | $1,173 | 06/30/2023 |
| IWY | 7,400 | $1,173 | 06/30/2023 |
| Summit Trail Advisors LLC | 7,281 | $1,154 | 06/30/2023 |
| IWY | 7,281 | $1,154 | 06/30/2023 |
| GSA Capital Partners LLP | 7,200 | $1,142 | 06/30/2023 |
| IWY | 7,200 | $1,142 | 06/30/2023 |
| SageView Advisory Group LLC | 7,069 | $1,121 | 06/30/2023 |
| IWY | 7,069 | $1,121 | 06/30/2023 |
| BCGM Wealth Management LLC | 7,039 | $1,116 | 06/30/2023 |
| IWY | 7,039 | $1,116 | 06/30/2023 |
| Level Four Advisory Services LLC | 7,016 | $1,112 | 06/30/2023 |
| IWY | 7,016 | $1,112 | 06/30/2023 |
| Financial Counselors Inc. | 6,970 | $1,105 | 06/30/2023 |
| IWY | 6,970 | $1,105 | 06/30/2023 |
| Benchmark Financial Wealth Advisors LLC | 6,777 | $1,075 | 06/30/2023 |
| IWY | 6,777 | $1,075 | 06/30/2023 |
| Strategic Financial Concepts LLC | 6,637 | $1,052 | 06/30/2023 |
| IWY | 6,637 | $1,052 | 06/30/2023 |
| CIBC World Markets Inc. | 6,443 | $1,022 | 06/30/2023 |
| IWY | 6,443 | $1,022 | 06/30/2023 |
| American Trust | 6,333 | $1,004 | 06/30/2023 |
| IWY | 6,333 | $1,004 | 06/30/2023 |
| Latitude Advisors LLC | 6,295 | $998 | 06/30/2023 |
| IWY | 6,295 | $998 | 06/30/2023 |
| Blair William & Co. IL | 6,282 | $996 | 06/30/2023 |
| IWY | 6,282 | $996 | 06/30/2023 |
| EWG Elevate Inc. | 6,179 | $980 | 06/30/2023 |
| IWY | 6,179 | $980 | 06/30/2023 |
| TNF LLC | 6,057 | $960 | 06/30/2023 |
| IWY | 6,057 | $960 | 06/30/2023 |
| Lincoln National Corp | 6,012 | $953 | 06/30/2023 |
| IWY | 6,012 | $953 | 06/30/2023 |
| Cahaba Wealth Management Inc. | 5,954 | $944 | 06/30/2023 |
| IWY | 5,954 | $944 | 06/30/2023 |
| Stratos Wealth Advisors LLC | 5,853 | $928 | 06/30/2023 |
| IWY | 5,853 | $928 | 06/30/2023 |
| Change Path LLC | 5,716 | $906 | 06/30/2023 |
| IWY | 5,716 | $906 | 06/30/2023 |
| MONECO Advisors LLC | 5,711 | $906 | 06/30/2023 |
| IWY | 5,711 | $906 | 06/30/2023 |
| Maripau Wealth Management LLC | 5,658 | $897 | 06/30/2023 |
| IWY | 5,658 | $897 | 06/30/2023 |
| Atomi Financial Group Inc. | 5,625 | $892 | 06/30/2023 |
| IWY | 5,625 | $892 | 06/30/2023 |
| Goldman Sachs Group Inc. | 5,584 | $885 | 06/30/2023 |
| IWY | 5,584 | $885 | 06/30/2023 |
| MBL Wealth LLC | 5,300 | $840 | 06/30/2023 |
| IWY | 5,300 | $840 | 06/30/2023 |
| Segall Bryant & Hamill LLC | 5,283 | $838 | 06/30/2023 |
| IWY | 5,283 | $838 | 06/30/2023 |
| Financial Advocates Investment Management | 5,272 | $836 | 06/30/2023 |
| IWY | 5,272 | $836 | 06/30/2023 |
| Allworth Financial LP | 5,128 | $813 | 06/30/2023 |
| IWY | 5,128 | $813 | 06/30/2023 |
| Virtue Capital Management LLC | 5,016 | $797 | 06/30/2023 |
| IWY | 5,016 | $797 | 06/30/2023 |
| Werba Rubin Papier Wealth Management | 5,024 | $797 | 06/30/2023 |
| IWY | 5,024 | $797 | 06/30/2023 |
| J.W. Cole Advisors Inc. | 4,998 | $792 | 06/30/2023 |
| IWY | 4,998 | $792 | 06/30/2023 |
| Fifth Third Bancorp | 4,979 | $789 | 06/30/2023 |
| IWY | 4,979 | $789 | 06/30/2023 |
| Alpha Financial Partners LLC | 4,735 | $751 | 06/30/2023 |
| IWY | 4,735 | $751 | 06/30/2023 |
| Pallas Capital Advisors LLC | 4,544 | $741 | 06/30/2023 |
| IWY | 4,544 | $741 | 06/30/2023 |
| Fluent Financial LLC | 4,655 | $738 | 06/30/2023 |
| IWY | 4,655 | $738 | 06/30/2023 |
| Citadel Advisors LLC | 4,629 | $734 | 06/30/2023 |
| IWY | 4,629 | $734 | 06/30/2023 |
| Wedbush Securities Inc. | 4,568 | $724 | 06/30/2023 |
| IWY | 4,568 | $724 | 06/30/2023 |
| Select Asset Management & Trust | 4,550 | $721 | 06/30/2023 |
| IWY | 4,550 | $721 | 06/30/2023 |
| Northern Trust Corp | 4,535 | $719 | 06/30/2023 |
| IWY | 4,535 | $719 | 06/30/2023 |
| MAI Capital Management | 4,472 | $709 | 06/30/2023 |
| IWY | 4,472 | $709 | 06/30/2023 |
| Cresset Asset Management LLC | 4,413 | $700 | 06/30/2023 |
| IWY | 4,413 | $700 | 06/30/2023 |
| Argent Trust Co | 4,339 | $688 | 06/30/2023 |
| IWY | 4,339 | $688 | 06/30/2023 |
| Stephens Inc. AR | 4,334 | $687 | 06/30/2023 |
| IWY | 4,334 | $687 | 06/30/2023 |
| Perigon Wealth Management LLC | 4,332 | $687 | 06/30/2023 |
| IWY | 4,332 | $687 | 06/30/2023 |
| AMG National Trust Bank | 4,325 | $686 | 06/30/2023 |
| IWY | 4,325 | $686 | 06/30/2023 |
| Merit Financial Group LLC | 4,272 | $677 | 06/30/2023 |
| IWY | 4,272 | $677 | 06/30/2023 |
| Integrated Wealth Concepts LLC | 4,257 | $675 | 06/30/2023 |
| IWY | 4,257 | $675 | 06/30/2023 |
| CWM LLC | 4,058 | $643 | 06/30/2023 |
| IWY | 4,058 | $643 | 06/30/2023 |
| Wedmont Private Capital | 3,973 | $643 | 06/30/2023 |
| IWY | 3,973 | $643 | 06/30/2023 |
| James Investment Research Inc. | 4,041 | $641 | 06/30/2023 |
| IWY | 4,041 | $641 | 06/30/2023 |
| Round Rock Advisors LLC | 3,957 | $627 | 06/30/2023 |
| IWY | 3,957 | $627 | 06/30/2023 |
| Regal Investment Advisors LLC | 3,911 | $620 | 06/30/2023 |
| IWY | 3,911 | $620 | 06/30/2023 |
 Belvedere Trading LLC | $602 | 06/30/2023 | |
| Call | 3,900 | $618 | 06/30/2023 |
| Put | 100 | $16 | 06/30/2023 |
| CIBC Private Wealth Group LLC | 3,715 | $589 | 06/30/2023 |
| IWY | 3,715 | $589 | 06/30/2023 |
| SILVER OAK SECURITIES Inc | 3,513 | $557 | 06/30/2023 |
| IWY | 3,513 | $557 | 06/30/2023 |
| GenWealth Group Inc. | 3,483 | $552 | 06/30/2023 |
| IWY | 3,483 | $552 | 06/30/2023 |
| Benjamin F. Edwards & Company Inc. | 3,461 | $549 | 06/30/2023 |
| IWY | 3,461 | $549 | 06/30/2023 |
| Kohmann Bosshard Financial Services LLC | 3,430 | $544 | 06/30/2023 |
| IWY | 3,430 | $544 | 06/30/2023 |
| Sigma Planning Corp | 3,386 | $537 | 06/30/2023 |
| IWY | 3,386 | $537 | 06/30/2023 |
| First Heartland Consultants Inc. | 3,375 | $535 | 06/30/2023 |
| IWY | 3,375 | $535 | 06/30/2023 |
| Steward Partners Investment Advisory LLC | 3,250 | $515 | 06/30/2023 |
| IWY | 3,250 | $515 | 06/30/2023 |
| Continuum Advisory LLC | 3,244 | $514 | 06/30/2023 |
| IWY | 3,244 | $514 | 06/30/2023 |
| Colony Group LLC | 3,219 | $510 | 06/30/2023 |
| IWY | 3,219 | $510 | 06/30/2023 |
| Montag A & Associates Inc. | 3,161 | $501 | 06/30/2023 |
| IWY | 3,161 | $501 | 06/30/2023 |
| Private Trust Co. NA | 3,160 | $501 | 06/30/2023 |
| IWY | 3,160 | $501 | 06/30/2023 |
| Empire Life Investments Inc. | 3,100 | $492 | 06/30/2023 |
| IWY | 3,100 | $492 | 06/30/2023 |
| Brown Brothers Harriman & Co. | 3,069 | $487 | 06/30/2023 |
| IWY | 3,069 | $487 | 06/30/2023 |
| Great Valley Advisor Group Inc. | 3,050 | $484 | 06/30/2023 |
| IWY | 3,050 | $484 | 06/30/2023 |
| Richard W. Paul & Associates LLC | 3,033 | $481 | 06/30/2023 |
| IWY | 3,033 | $481 | 06/30/2023 |
| Safeguard Investment Advisory Group LLC | 2,969 | $471 | 06/30/2023 |
| IWY | 2,969 | $471 | 06/30/2023 |
| Keel Point LLC | 2,955 | $469 | 06/30/2023 |
| IWY | 2,955 | $469 | 06/30/2023 |
| McKinley Carter Wealth Services Inc. | 2,866 | $454 | 06/30/2023 |
| IWY | 2,866 | $454 | 06/30/2023 |
| Total Clarity Wealth Management Inc. | 2,837 | $450 | 06/30/2023 |
| IWY | 2,837 | $450 | 06/30/2023 |
| Norris Perne & French LLP MI | 2,800 | $444 | 06/30/2023 |
| IWY | 2,800 | $444 | 06/30/2023 |
| Bank of New York Mellon Corp | 2,791 | $443 | 06/30/2023 |
| IWY | 2,791 | $443 | 06/30/2023 |
| Key Client Fiduciary Advisors LLC | 2,791 | $443 | 06/30/2023 |
| IWY | 2,791 | $443 | 06/30/2023 |
| Nomura Asset Management Co. Ltd. | 2,778 | $440 | 06/30/2023 |
| IWY | 2,778 | $440 | 06/30/2023 |
| Ballast Advisors LLC | 2,710 | $430 | 06/30/2023 |
| IWY | 2,710 | $430 | 06/30/2023 |
| N.E.W. Advisory Services LLC | 2,690 | $427 | 06/30/2023 |
| IWY | 2,690 | $427 | 06/30/2023 |
| Concorde Asset Management LLC | 2,686 | $426 | 06/30/2023 |
| IWY | 2,686 | $426 | 06/30/2023 |
| Janney Montgomery Scott LLC | 2,667 | $423 | 06/30/2023 |
| IWY | 2,667 | $423 | 06/30/2023 |
| Forte Capital LLC ADV | 2,570 | $407 | 06/30/2023 |
| IWY | 2,570 | $407 | 06/30/2023 |
| Rodgers & Associates LTD | 2,559 | $406 | 06/30/2023 |
| IWY | 2,559 | $406 | 06/30/2023 |
| Pacific Financial Group Inc. | 2,502 | $397 | 06/30/2023 |
| IWY | 2,502 | $397 | 06/30/2023 |
| Marshall Wace LLP | 2,500 | $396 | 06/30/2023 |
| IWY | 2,500 | $396 | 06/30/2023 |
| Regions Financial Corp | 2,398 | $380 | 06/30/2023 |
| IWY | 2,398 | $380 | 06/30/2023 |
| Gratus Capital LLC | 2,384 | $378 | 06/30/2023 |
| IWY | 2,384 | $378 | 06/30/2023 |
| Sovereign Financial Group Inc. | 2,381 | $378 | 06/30/2023 |
| IWY | 2,381 | $378 | 06/30/2023 |
| Meridian Management Co. | 2,360 | $374 | 06/30/2023 |
| IWY | 2,360 | $374 | 06/30/2023 |
| Arkadios Wealth Advisors | 2,332 | $370 | 06/30/2023 |
| IWY | 2,332 | $370 | 06/30/2023 |
| Archford Capital Strategies LLC | 2,276 | $367 | 06/30/2023 |
| IWY | 2,276 | $367 | 06/30/2023 |
| Oppenheimer & Co. Inc. | 2,309 | $366 | 06/30/2023 |
| IWY | 2,309 | $366 | 06/30/2023 |
| IHT Wealth Management LLC | 2,291 | $363 | 06/30/2023 |
| IWY | 2,291 | $363 | 06/30/2023 |
| Intrepid Capital Management Inc. | 2,271 | $360 | 06/30/2023 |
| IWY | 2,271 | $360 | 06/30/2023 |
| LexAurum Advisors LLC | 2,193 | $348 | 06/30/2023 |
| IWY | 2,193 | $348 | 06/30/2023 |
| Tranquility Partners LLC | 2,181 | $346 | 06/30/2023 |
| IWY | 2,181 | $346 | 06/30/2023 |
| Cary Street Partners Investment Advisory LLC | 2,147 | $340 | 06/30/2023 |
| IWY | 2,147 | $340 | 06/30/2023 |
| Betterment LLC | 2,135 | $339 | 06/30/2023 |
| IWY | 2,135 | $339 | 06/30/2023 |
| Leavell Investment Management Inc. | 2,125 | $337 | 06/30/2023 |
| IWY | 2,125 | $337 | 06/30/2023 |
| Revolve Wealth Partners LLC | 2,126 | $337 | 06/30/2023 |
| IWY | 2,126 | $337 | 06/30/2023 |
| WBH Advisory Inc. | 2,100 | $333 | 06/30/2023 |
| IWY | 2,100 | $333 | 06/30/2023 |
| True Capital Management | 2,338 | $325 | 03/31/2023 |
| IWY | 2,338 | $325 | 03/31/2023 |
| Dynamic Advisor Solutions LLC | 2,044 | $324 | 06/30/2023 |
| IWY | 2,044 | $324 | 06/30/2023 |
| Sequoia Financial Advisors LLC | 2,041 | $324 | 06/30/2023 |
| IWY | 2,041 | $324 | 06/30/2023 |
| Integrated Advisors Network LLC | 2,025 | $321 | 06/30/2023 |
| IWY | 2,025 | $321 | 06/30/2023 |
| EP Wealth Advisors LLC | 12,089 | $315 | 06/30/2023 |
| IWY | 12,089 | $315 | 06/30/2023 |
| TruWealth Advisors LLC | 1,949 | $309 | 06/30/2023 |
| IWY | 1,949 | $309 | 06/30/2023 |
| Founders Financial Alliance LLC | 1,874 | $297 | 06/30/2023 |
| IWY | 1,874 | $297 | 06/30/2023 |
| Cyndeo Wealth Partners LLC | 1,875 | $297 | 06/30/2023 |
| IWY | 1,875 | $297 | 06/30/2023 |
| Rooted Wealth Advisors Inc. | 1,844 | $293 | 06/30/2023 |
| IWY | 1,844 | $293 | 06/30/2023 |
| Chemung Canal Trust Co. | 1,839 | $292 | 06/30/2023 |
| IWY | 1,839 | $292 | 06/30/2023 |
| Nwam LLC | 1,817 | $288 | 06/30/2023 |
| IWY | 1,817 | $288 | 06/30/2023 |
| National Wealth Management Group LLC | 1,777 | $281 | 06/30/2023 |
| IWY | 1,777 | $281 | 06/30/2023 |
| Keybank National Association OH | 1,762 | $279 | 06/30/2023 |
| IWY | 1,762 | $279 | 06/30/2023 |
| Sound Income Strategies LLC | 1,742 | $276 | 06/30/2023 |
| IWY | 1,742 | $276 | 06/30/2023 |
| Principle Wealth Partners LLC | 1,736 | $275 | 06/30/2023 |
| IWY | 1,736 | $275 | 06/30/2023 |
| NBT Bank N A NY | 1,730 | $274 | 06/30/2023 |
| IWY | 1,730 | $274 | 06/30/2023 |
| Proequities Inc. | 1,691 | $268 | 06/30/2023 |
| IWY | 1,691 | $268 | 06/30/2023 |
| Prospera Financial Services Inc | 1,663 | $264 | 06/30/2023 |
| IWY | 1,663 | $264 | 06/30/2023 |
| TRUE Private Wealth Advisors | 1,660 | $263 | 06/30/2023 |
| IWY | 1,660 | $263 | 06/30/2023 |
| Grimes & Company Inc. | 1,649 | $261 | 06/30/2023 |
| IWY | 1,649 | $261 | 06/30/2023 |
| Tower Research Capital LLC TRC | 1,632 | $259 | 06/30/2023 |
| IWY | 1,632 | $259 | 06/30/2023 |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,631 | $259 | 06/30/2023 |
| IWY | 1,631 | $259 | 06/30/2023 |
| Toroso Investments LLC | 1,597 | $253 | 06/30/2023 |
| IWY | 1,597 | $253 | 06/30/2023 |
| Benjamin Edwards Inc. | 1,546 | $245 | 06/30/2023 |
| IWY | 1,546 | $245 | 06/30/2023 |
| Leeward Financial Partners LLC | 1,504 | $238 | 06/30/2023 |
| IWY | 1,504 | $238 | 06/30/2023 |
| Elevated Capital Advisors LLC | 1,480 | $235 | 06/30/2023 |
| IWY | 1,480 | $235 | 06/30/2023 |
| Mason & Associates Inc | 1,483 | $235 | 06/30/2023 |
| IWY | 1,483 | $235 | 06/30/2023 |
| Sandy Cove Advisors LLC | 1,449 | $230 | 06/30/2023 |
| IWY | 1,449 | $230 | 06/30/2023 |
| Flagship Harbor Advisors LLC | 1,436 | $228 | 06/30/2023 |
| IWY | 1,436 | $228 | 06/30/2023 |
| Confluence Wealth Services Inc. | 1,436 | $228 | 06/30/2023 |
| IWY | 1,436 | $228 | 06/30/2023 |
| AFT Forsyth & Company Inc. | 1,408 | $223 | 06/30/2023 |
| IWY | 1,408 | $223 | 06/30/2023 |
| U.S. Capital Wealth Advisors LLC | 1,404 | $223 | 06/30/2023 |
| IWY | 1,404 | $223 | 06/30/2023 |
| Oak Harvest Investment Services | 1,403 | $223 | 06/30/2023 |
| IWY | 1,403 | $223 | 06/30/2023 |
| BOK Financial Private Wealth Inc. | 1,373 | $218 | 06/30/2023 |
| IWY | 1,373 | $218 | 06/30/2023 |
| Catalyst Financial Partners LLC | 1,367 | $217 | 06/30/2023 |
| IWY | 1,367 | $217 | 06/30/2023 |
| WMS Partners LLC | 1,361 | $216 | 06/30/2023 |
| IWY | 1,361 | $216 | 06/30/2023 |
| K.J. Harrison & Partners Inc | 1,322 | $209 | 06/30/2023 |
| IWY | 1,322 | $209 | 06/30/2023 |
| Coastal Investment Advisors Inc. | 1,248 | $198 | 06/30/2023 |
| IWY | 1,248 | $198 | 06/30/2023 |
| Kayne Anderson Rudnick Investment Management LLC | 1,200 | $190 | 06/30/2023 |
| IWY | 1,200 | $190 | 06/30/2023 |
| Truvestments Capital LLC | 1,149 | $182 | 06/30/2023 |
| IWY | 1,149 | $182 | 06/30/2023 |
| Asset Dedication LLC | 1,100 | $174 | 06/30/2023 |
| IWY | 1,100 | $174 | 06/30/2023 |
| GeoWealth Management LLC | 1,084 | $172 | 06/30/2023 |
| IWY | 1,084 | $172 | 06/30/2023 |
| Tyler Stone Wealth Management | 1,080 | $171 | 06/30/2023 |
| IWY | 1,080 | $171 | 06/30/2023 |
| Tradition Wealth Management LLC | 1,008 | $160 | 06/30/2023 |
| IWY | 1,008 | $160 | 06/30/2023 |
| Key Financial Inc | 825 | $131 | 06/30/2023 |
| IWY | 825 | $131 | 06/30/2023 |
| Colonial Trust Co SC | 781 | $124 | 06/30/2023 |
| IWY | 781 | $124 | 06/30/2023 |
| EPG Wealth Management LLC | 760 | $121 | 06/30/2023 |
| IWY | 760 | $121 | 06/30/2023 |
| Cherry Tree Wealth Management LLC | 757 | $120 | 06/30/2023 |
| IWY | 757 | $120 | 06/30/2023 |
| Parkside Financial Bank & Trust | 733 | $116 | 06/30/2023 |
| IWY | 733 | $116 | 06/30/2023 |
| Raleigh Capital Management Inc. | 675 | $107 | 06/30/2023 |
| IWY | 675 | $107 | 06/30/2023 |
| Center for Financial Planning Inc. | 618 | $98 | 06/30/2023 |
| IWY | 618 | $98 | 06/30/2023 |
| Salem Investment Counselors Inc. | 599 | $95 | 06/30/2023 |
| IWY | 599 | $95 | 06/30/2023 |
| Glass Jacobson Investment Advisors llc | 598 | $95 | 06/30/2023 |
| IWY | 598 | $95 | 06/30/2023 |
| Nordwand Advisors LLC | 554 | $88 | 06/30/2023 |
| IWY | 554 | $88 | 06/30/2023 |
| FSC Wealth Advisors LLC | 522 | $83 | 06/30/2023 |
| IWY | 522 | $83 | 06/30/2023 |
| Gradient Investments LLC | 502 | $80 | 06/30/2023 |
| IWY | 502 | $80 | 06/30/2023 |
| Capital Analysts LLC | 503 | $80 | 06/30/2023 |
| IWY | 503 | $80 | 06/30/2023 |
| Creative Financial Designs Inc. ADV | 476 | $75 | 06/30/2023 |
| IWY | 476 | $75 | 06/30/2023 |
| West Branch Capital LLC | 418 | $66 | 06/30/2023 |
| IWY | 418 | $66 | 06/30/2023 |
| Qube Research & Technologies Ltd | 600 | $65 | 06/30/2023 |
| IWY | 600 | $65 | 06/30/2023 |
| Aptus Capital Advisors LLC | 404 | $64 | 06/30/2023 |
| IWY | 404 | $64 | 06/30/2023 |
| Guardian Wealth Advisors LLC NC | 404 | $64 | 06/30/2023 |
| IWY | 404 | $64 | 06/30/2023 |
| Geneos Wealth Management Inc. | 369 | $59 | 06/30/2023 |
| IWY | 369 | $59 | 06/30/2023 |
| Cedar Mountain Advisors LLC | 371 | $59 | 06/30/2023 |
| IWY | 371 | $59 | 06/30/2023 |
| HM Payson & Co. | 363 | $58 | 06/30/2023 |
| IWY | 363 | $58 | 06/30/2023 |
| GPS Wealth Strategies Group LLC | 367 | $58 | 06/30/2023 |
| IWY | 367 | $58 | 06/30/2023 |
| Newbridge Financial Services Group Inc. | 266 | $42 | 06/30/2023 |
| IWY | 266 | $42 | 06/30/2023 |
| Financial Freedom LLC | 246 | $39 | 06/30/2023 |
| IWY | 246 | $39 | 06/30/2023 |
| Farther Finance Advisors LLC | 245 | $39 | 06/30/2023 |
| IWY | 245 | $39 | 06/30/2023 |
| National Bank of Canada FI | 240 | $38 | 06/30/2023 |
| IWY | 240 | $38 | 06/30/2023 |
| New Millennium Group LLC | 240 | $38 | 06/30/2023 |
| IWY | 240 | $38 | 06/30/2023 |
| Impact Partnership Wealth LLC | 238 | $38 | 06/30/2023 |
| IWY | 238 | $38 | 06/30/2023 |
| Ancora Advisors LLC | 218 | $35 | 06/30/2023 |
| IWY | 218 | $35 | 06/30/2023 |
| Castleview Partners LLC | 209 | $33 | 06/30/2023 |
| IWY | 209 | $33 | 06/30/2023 |
| Mine & Arao Wealth Creation & Management LLC. | 195 | $31 | 06/30/2023 |
| IWY | 195 | $31 | 06/30/2023 |
| City Holding Co. | 190 | $30 | 06/30/2023 |
| IWY | 190 | $30 | 06/30/2023 |
| Citigroup Inc. | 169 | $27 | 06/30/2023 |
| IWY | 169 | $27 | 06/30/2023 |
| Private Ocean LLC | 135 | $21 | 06/30/2023 |
| IWY | 135 | $21 | 06/30/2023 |
| Colonial Trust Advisors | 125 | $20 | 06/30/2023 |
| IWY | 125 | $20 | 06/30/2023 |
| Penserra Capital Management LLC | 126 | $19 | 06/30/2023 |
| IWY | 126 | $19 | 06/30/2023 |
| NewSquare Capital LLC | 114 | $18 | 06/30/2023 |
| IWY | 114 | $18 | 06/30/2023 |
| Bank of Montreal Can | 110 | $17 | 06/30/2023 |
| IWY | 110 | $17 | 06/30/2023 |
| Tompkins Financial Corp | 100 | $16 | 06/30/2023 |
| IWY | 100 | $16 | 06/30/2023 |
| Farmers & Merchants Investments Inc. | 100 | $16 | 06/30/2023 |
| IWY | 100 | $16 | 06/30/2023 |
| ICA Group Wealth Management LLC | 100 | $16 | 06/30/2023 |
| IWY | 100 | $16 | 06/30/2023 |
| ORG Partners LLC | 100 | $16 | 06/30/2023 |
| IWY | 100 | $16 | 06/30/2023 |
| GHP Investment Advisors Inc. | 75 | $12 | 06/30/2023 |
| IWY | 75 | $12 | 06/30/2023 |
| Beacon Capital Management LLC | 50 | $8 | 06/30/2023 |
| IWY | 50 | $8 | 06/30/2023 |
| Pin Oak Investment Advisors Inc. | 34 | $5 | 06/30/2023 |
| IWY | 34 | $5 | 06/30/2023 |
| Tucker Asset Management LLC | 34 | $5 | 06/30/2023 |
| IWY | 34 | $5 | 06/30/2023 |
| Horizon Investments LLC | 25 | $4 | 06/30/2023 |
| IWY | 25 | $4 | 06/30/2023 |
| Cypress Capital Management LLC WY | 22 | $3 | 06/30/2023 |
| IWY | 22 | $3 | 06/30/2023 |
| Byrne Asset Management LLC | 20 | $3 | 06/30/2023 |
| IWY | 20 | $3 | 06/30/2023 |
| Clearstead Advisors LLC | 13 | $2 | 06/30/2023 |
| IWY | 13 | $2 | 06/30/2023 |
| Bartlett & Co. LLC | 13 | $2 | 06/30/2023 |
| IWY | 13 | $2 | 06/30/2023 |
| SRS Capital Advisors Inc. | 14 | $2 | 06/30/2023 |
| IWY | 14 | $2 | 06/30/2023 |
| Disciplined Investments LLC | 4 | $1 | 06/30/2023 |
| IWY | 4 | $1 | 06/30/2023 |
| VitalStone Financial LLC | 5 | $1 | 06/30/2023 |
| IWY | 5 | $1 | 06/30/2023 |
| Lindbrook Capital LLC | 1 | $0 | 06/30/2023 |
| IWY | 1 | $0 | 06/30/2023 |
See Summary: Institutional Holders of IWY
See Details: Top 10 Hedge Funds Holding IWY
Also See: IWY Holdings Changes
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