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 415 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 TIAA Trust National Association. For more details on the positions held by TIAA Trust National Association (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 |
|---|---|---|---|
 TIAA Trust National Association | 6,081,881 | $1,065,667 | 12/31/2023 |
| IWY | 6,081,881 | $1,065,667 | 12/31/2023 |
| First Citizens Bank & Trust Co. | 5,426,059 | $1,058,624 | 03/31/2024 |
| IWY | 5,426,059 | $1,058,624 | 03/31/2024 |
| Envestnet Portfolio Solutions Inc. | 5,027,946 | $880,997 | 12/31/2023 |
| IWY | 5,027,946 | $880,997 | 12/31/2023 |
| Envestnet Asset Management Inc. | 2,146,237 | $376,064 | 12/31/2023 |
| IWY | 2,146,237 | $376,064 | 12/31/2023 |
| Commonwealth Equity Services LLC | 1,685,464 | $295,327 | 12/31/2023 |
| IWY | 1,685,464 | $295,327 | 12/31/2023 |
| Ameriprise Financial Inc. | 1,573,227 | $275,601 | 12/31/2023 |
| IWY | 1,573,227 | $275,601 | 12/31/2023 |
| AE Wealth Management LLC | 1,258,714 | $230,408 | 12/31/2023 |
| IWY | 1,258,714 | $230,408 | 12/31/2023 |
| LPL Financial LLC | 1,260,776 | $220,913 | 12/31/2023 |
| IWY | 1,260,776 | $220,913 | 12/31/2023 |
| Bank of America Corp DE | 1,156,420 | $202,628 | 12/31/2023 |
| IWY | 1,156,420 | $202,628 | 12/31/2023 |
| Morgan Stanley | 1,152,387 | $201,922 | 12/31/2023 |
| IWY | 1,152,387 | $201,922 | 12/31/2023 |
| Advisor Group Holdings Inc. | 1,111,157 | $194,762 | 12/31/2023 |
| IWY | 1,111,157 | $194,762 | 12/31/2023 |
| Clark Capital Management Group Inc. | 736,069 | $128,974 | 12/31/2023 |
| IWY | 736,069 | $128,974 | 12/31/2023 |
| Baystate Wealth Management LLC | 673,690 | $118,044 | 12/31/2023 |
| IWY | 673,690 | $118,044 | 12/31/2023 |
| Truist Financial Corp | 655,583 | $114,871 | 12/31/2023 |
| IWY | 655,583 | $114,871 | 12/31/2023 |
| MML Investors Services LLC | 510,123 | $89,384 | 12/31/2023 |
| IWY | 510,123 | $89,384 | 12/31/2023 |
| First Citizens Asset Management Inc. | 406,249 | $71,386 | 12/31/2023 |
| IWY | 406,249 | $71,386 | 12/31/2023 |
| Atlantic Union Bankshares Corp | 345,893 | $67,484 | 03/31/2024 |
| IWY | 345,893 | $67,484 | 03/31/2024 |
| Raymond James Financial Services Advisors Inc. | 369,154 | $64,683 | 12/31/2023 |
| IWY | 369,154 | $64,683 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 358,963 | $62,898 | 12/31/2023 |
| IWY | 358,963 | $62,898 | 12/31/2023 |
| SOA Wealth Advisors LLC. | 321,524 | $62,729 | 03/31/2024 |
| IWY | 321,524 | $62,729 | 03/31/2024 |
| UBS Group AG | 317,824 | $55,689 | 12/31/2023 |
| IWY | 317,824 | $55,689 | 12/31/2023 |
| Pegasus Partners Ltd. | 268,953 | $47,126 | 12/31/2023 |
| IWY | 268,953 | $47,126 | 12/31/2023 |
| Wells Fargo & Company MN | 256,800 | $44,997 | 12/31/2023 |
| IWY | 256,800 | $44,997 | 12/31/2023 |
| Intelligence Driven Advisers LLC | 242,727 | $43,761 | 12/31/2023 |
| IWY | 242,727 | $43,761 | 12/31/2023 |
| Wsfs Capital Management LLC | 237,735 | $41,656 | 12/31/2023 |
| IWY | 237,735 | $41,656 | 12/31/2023 |
| One Capital Management LLC | 234,982 | $41,174 | 12/31/2023 |
| IWY | 234,982 | $41,174 | 12/31/2023 |
| Mariner LLC | 227,917 | $39,936 | 12/31/2023 |
| IWY | 227,917 | $39,936 | 12/31/2023 |
| Wharton Business Group LLC | 225,814 | $39,567 | 12/31/2023 |
| IWY | 225,814 | $39,567 | 12/31/2023 |
| Royal Bank of Canada | 222,202 | $38,934 | 12/31/2023 |
| IWY | 222,202 | $38,934 | 12/31/2023 |
| Thrivent Financial for Lutherans | 214,103 | $37,515 | 12/31/2023 |
| IWY | 214,103 | $37,515 | 12/31/2023 |
| HighTower Advisors LLC | 180,739 | $31,687 | 12/31/2023 |
| IWY | 180,739 | $31,687 | 12/31/2023 |
| Portfolio Strategies Inc. | 172,296 | $30,204 | 12/31/2023 |
| IWY | 172,296 | $30,204 | 12/31/2023 |
| Avantax Advisory Services Inc. | 165,980 | $29,083 | 12/31/2023 |
| IWY | 165,980 | $29,083 | 12/31/2023 |
| We Are One Seven LLC | 161,062 | $28,221 | 12/31/2023 |
| IWY | 161,062 | $28,221 | 12/31/2023 |
| Compton Wealth Advisory Group LLC | 142,710 | $27,843 | 03/31/2024 |
| IWY | 142,710 | $27,843 | 03/31/2024 |
| Boston Private Wealth LLC | 142,320 | $24,937 | 12/31/2023 |
| IWY | 142,320 | $24,937 | 12/31/2023 |
| Wealthcare Advisory Partners LLC | 124,591 | $24,308 | 03/31/2024 |
| IWY | 124,591 | $24,308 | 03/31/2024 |
| Susquehanna International Group LLP | 131,421 | $23,028 | 12/31/2023 |
| IWY | 131,421 | $23,028 | 12/31/2023 |
| Williams Financial LLC | 113,147 | $22,075 | 03/31/2024 |
| IWY | 113,147 | $22,075 | 03/31/2024 |
| GWM Advisors LLC | 117,327 | $21,344 | 12/31/2023 |
| IWY | 117,327 | $21,344 | 12/31/2023 |
| Victory Financial Group LLC | 121,815 | $21,344 | 12/31/2023 |
| IWY | 121,815 | $21,344 | 12/31/2023 |
| Crumly & Associates Inc. | 110,935 | $19,438 | 12/31/2023 |
| IWY | 110,935 | $19,438 | 12/31/2023 |
| Horst & Graben Wealth Management LLC | 109,212 | $19,136 | 12/31/2023 |
| IWY | 109,212 | $19,136 | 12/31/2023 |
| Bush Investment Group LLC | 101,988 | $19,052 | 12/31/2023 |
| IWY | 101,988 | $19,052 | 12/31/2023 |
| Simplicity Wealth LLC | 108,601 | $19,029 | 12/31/2023 |
| IWY | 108,601 | $19,029 | 12/31/2023 |
| 9258 Wealth Management LLC | 108,577 | $19,025 | 12/31/2023 |
| IWY | 108,577 | $19,025 | 12/31/2023 |
| Orion Portfolio Solutions LLC | 108,570 | $18,905 | 12/31/2023 |
| IWY | 108,570 | $18,905 | 12/31/2023 |
| Aspire Capital Advisors LLC | 105,975 | $18,569 | 12/31/2023 |
| IWY | 105,975 | $18,569 | 12/31/2023 |
| Two Sigma Investments LP | 102,700 | $17,995 | 12/31/2023 |
| IWY | 102,700 | $17,995 | 12/31/2023 |
| M&T Bank Corp | 101,773 | $17,833 | 12/31/2023 |
| IWY | 101,773 | $17,833 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 101,451 | $17,777 | 12/31/2023 |
| IWY | 101,451 | $17,777 | 12/31/2023 |
| Cetera Investment Advisers | 101,062 | $17,708 | 12/31/2023 |
| IWY | 101,062 | $17,708 | 12/31/2023 |
| DAVENPORT & Co LLC | 97,215 | $17,034 | 12/31/2023 |
| IWY | 97,215 | $17,034 | 12/31/2023 |
| Principal Securities Inc. | 96,890 | $16,977 | 12/31/2023 |
| IWY | 96,890 | $16,977 | 12/31/2023 |
| Equitable Holdings Inc. | 95,940 | $16,811 | 12/31/2023 |
| IWY | 95,940 | $16,811 | 12/31/2023 |
| Valmark Advisers Inc. | 89,056 | $15,604 | 12/31/2023 |
| IWY | 89,056 | $15,604 | 12/31/2023 |
| Cetera Advisor Networks LLC | 86,734 | $15,198 | 12/31/2023 |
| IWY | 86,734 | $15,198 | 12/31/2023 |
| Stratos Wealth Partners LTD. | 74,802 | $14,594 | 03/31/2024 |
| IWY | 74,802 | $14,594 | 03/31/2024 |
| Kestra Private Wealth Services LLC | 81,701 | $14,316 | 12/31/2023 |
| IWY | 81,701 | $14,316 | 12/31/2023 |
| Voya Investment Management LLC | 78,357 | $13,730 | 12/31/2023 |
| IWY | 78,357 | $13,730 | 12/31/2023 |
| ProVise Management Group LLC | 76,788 | $13,455 | 12/31/2023 |
| IWY | 76,788 | $13,455 | 12/31/2023 |
| Global Retirement Partners LLC | 71,683 | $12,689 | 12/31/2023 |
| IWY | 71,683 | $12,689 | 12/31/2023 |
| WJ Wealth Management LLC | 64,599 | $12,603 | 03/31/2024 |
| IWY | 64,599 | $12,603 | 03/31/2024 |
| Stonebridge Financial Planning Group LLC | 70,274 | $12,313 | 12/31/2023 |
| IWY | 70,274 | $12,313 | 12/31/2023 |
| Forum Private Client Group LLC | 69,308 | $12,144 | 12/31/2023 |
| IWY | 69,308 | $12,144 | 12/31/2023 |
| Brookstone Capital Management | 62,196 | $12,134 | 03/31/2024 |
| IWY | 62,196 | $12,134 | 03/31/2024 |
| Titleist Asset Management LLC | 67,880 | $11,894 | 12/31/2023 |
| IWY | 67,880 | $11,894 | 12/31/2023 |
| Win Advisors Inc. | 65,410 | $11,461 | 12/31/2023 |
| IWY | 65,410 | $11,461 | 12/31/2023 |
| McAdam LLC | 64,635 | $11,325 | 12/31/2023 |
| IWY | 64,635 | $11,325 | 12/31/2023 |
| Kingdom Financial Group LLC. | 63,619 | $11,147 | 12/31/2023 |
| IWY | 63,619 | $11,147 | 12/31/2023 |
| Paul Damon & Associates Inc. | 59,888 | $10,494 | 12/31/2023 |
| IWY | 59,888 | $10,494 | 12/31/2023 |
| Investors Research Corp | 57,220 | $10,026 | 12/31/2023 |
| IWY | 57,220 | $10,026 | 12/31/2023 |
| Geneos Wealth Management Inc. | 57,094 | $10,004 | 12/31/2023 |
| IWY | 57,094 | $10,004 | 12/31/2023 |
| Milestone Investment Advisors LLC | 56,929 | $9,975 | 12/31/2023 |
| IWY | 56,929 | $9,975 | 12/31/2023 |
| McIlrath & Eck LLC | 55,488 | $9,723 | 12/31/2023 |
| IWY | 55,488 | $9,723 | 12/31/2023 |
| Atria Wealth Solutions Inc. | 52,232 | $9,152 | 12/31/2023 |
| IWY | 52,232 | $9,152 | 12/31/2023 |
| GeoWealth Management LLC | 49,297 | $8,639 | 12/31/2023 |
| IWY | 49,297 | $8,639 | 12/31/2023 |
| IFP Advisors Inc | 48,901 | $8,571 | 12/31/2023 |
| IWY | 48,901 | $8,571 | 12/31/2023 |
| Visionary Wealth Advisors | 48,873 | $8,564 | 12/31/2023 |
| IWY | 48,873 | $8,564 | 12/31/2023 |
| Raymond James & Associates | 48,847 | $8,559 | 12/31/2023 |
| IWY | 48,847 | $8,559 | 12/31/2023 |
| Aspire Wealth Management Corp | 44,710 | $7,834 | 12/31/2023 |
| IWY | 44,710 | $7,834 | 12/31/2023 |
| Asset Allocation Strategies LLC | 44,015 | $7,712 | 12/31/2023 |
| IWY | 44,015 | $7,712 | 12/31/2023 |
| Baltimore Washington Financial Advisors Inc. | 42,715 | $7,485 | 12/31/2023 |
| IWY | 42,715 | $7,485 | 12/31/2023 |
| Kestra Advisory Services LLC | 42,437 | $7,436 | 12/31/2023 |
| IWY | 42,437 | $7,436 | 12/31/2023 |
| B.O.S.S. Retirement Advisors LLC | 42,371 | $7,424 | 12/31/2023 |
| IWY | 42,371 | $7,424 | 12/31/2023 |
| JSF Financial LLC | 40,498 | $7,096 | 12/31/2023 |
| IWY | 40,498 | $7,096 | 12/31/2023 |
| Berger Financial Group Inc | 35,537 | $6,933 | 03/31/2024 |
| IWY | 35,537 | $6,933 | 03/31/2024 |
| Goldman Sachs Group Inc. | 39,541 | $6,928 | 12/31/2023 |
| IWY | 39,541 | $6,928 | 12/31/2023 |
| Jackson Wealth Management LLC | 39,184 | $6,866 | 12/31/2023 |
| IWY | 39,184 | $6,866 | 12/31/2023 |
| Vantage Financial Partners LLC | 38,951 | $6,825 | 12/31/2023 |
| IWY | 38,951 | $6,825 | 12/31/2023 |
| Thoroughbred Financial Services LLC | 38,696 | $6,780 | 12/31/2023 |
| IWY | 38,696 | $6,780 | 12/31/2023 |
| Wolf Group Capital Advisors | 38,283 | $6,708 | 12/31/2023 |
| IWY | 38,283 | $6,708 | 12/31/2023 |
| Processus Wealth & Capital Management LLC | 34,123 | $6,657 | 03/31/2024 |
| IWY | 34,123 | $6,657 | 03/31/2024 |
| Signature Securities Group Corporation | 33,728 | $6,581 | 03/31/2024 |
| IWY | 33,728 | $6,581 | 03/31/2024 |
| JPMorgan Chase & Co. | 37,274 | $6,531 | 12/31/2023 |
| IWY | 37,274 | $6,531 | 12/31/2023 |
| Apexium Financial LP | 37,130 | $6,506 | 12/31/2023 |
| IWY | 37,130 | $6,506 | 12/31/2023 |
| Harbor Investment Advisory LLC | 33,245 | $6,486 | 03/31/2024 |
| IWY | 33,245 | $6,486 | 03/31/2024 |
| Prime Capital Investment Advisors LLC | 36,642 | $6,420 | 12/31/2023 |
| IWY | 36,642 | $6,420 | 12/31/2023 |
| Journey Strategic Wealth LLC | 36,154 | $6,335 | 12/31/2023 |
| IWY | 36,154 | $6,335 | 12/31/2023 |
| National Asset Management Inc. | 34,625 | $6,067 | 12/31/2023 |
| IWY | 34,625 | $6,067 | 12/31/2023 |
| Captrust Financial Advisors | 34,513 | $6,047 | 12/31/2023 |
| IWY | 34,513 | $6,047 | 12/31/2023 |
| Benchmark Financial Wealth Advisors LLC | 33,459 | $5,863 | 12/31/2023 |
| IWY | 33,459 | $5,863 | 12/31/2023 |
| Private Advisor Group LLC | 32,881 | $5,761 | 12/31/2023 |
| IWY | 32,881 | $5,761 | 12/31/2023 |
| Baird Financial Group Inc. | 32,737 | $5,736 | 12/31/2023 |
| IWY | 32,737 | $5,736 | 12/31/2023 |
| Burns Matteson Capital Management LLC | 31,907 | $5,591 | 12/31/2023 |
| IWY | 31,907 | $5,591 | 12/31/2023 |
| Certified Advisory Corp | 30,280 | $5,306 | 12/31/2023 |
| IWY | 30,280 | $5,306 | 12/31/2023 |
| Cetera Advisors LLC | 29,736 | $5,210 | 12/31/2023 |
| IWY | 29,736 | $5,210 | 12/31/2023 |
| Zimmermann Investment Management & Planning LLC | 29,690 | $5,202 | 12/31/2023 |
| IWY | 29,690 | $5,202 | 12/31/2023 |
| 626 Financial LLC | 25,319 | $4,940 | 03/31/2024 |
| IWY | 25,319 | $4,940 | 03/31/2024 |
| Ameliora Wealth Management Ltd. | 24,893 | $4,857 | 03/31/2024 |
| IWY | 24,893 | $4,857 | 03/31/2024 |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 26,823 | $4,700 | 12/31/2023 |
| IWY | 26,823 | $4,700 | 12/31/2023 |
| SigFig Wealth Management LLC | 26,029 | $4,561 | 12/31/2023 |
| IWY | 26,029 | $4,561 | 12/31/2023 |
| Waldron Private Wealth LLC | 24,362 | $4,268 | 12/31/2023 |
| IWY | 24,362 | $4,268 | 12/31/2023 |
| Financial Partners Group Inc | 23,940 | $4,195 | 12/31/2023 |
| IWY | 23,940 | $4,195 | 12/31/2023 |
| Family Wealth Group LLC | 21,092 | $3,696 | 12/31/2023 |
| IWY | 21,092 | $3,696 | 12/31/2023 |
| Future Financial Wealth Managment LLC | 18,656 | $3,640 | 03/31/2024 |
| IWY | 18,656 | $3,640 | 03/31/2024 |
| Kingsview Wealth Management LLC | 20,531 | $3,597 | 12/31/2023 |
| IWY | 20,531 | $3,597 | 12/31/2023 |
| Centennial Wealth Advisory LLC | 20,028 | $3,509 | 12/31/2023 |
| IWY | 20,028 | $3,509 | 12/31/2023 |
| Harbour Investments Inc. | 19,866 | $3,481 | 12/31/2023 |
| IWY | 19,866 | $3,481 | 12/31/2023 |
| Global Wealth Management Investment Advisory Inc. | 19,409 | $3,401 | 12/31/2023 |
| IWY | 19,409 | $3,401 | 12/31/2023 |
| Darwin Advisors LLC | 18,984 | $3,326 | 12/31/2023 |
| IWY | 18,984 | $3,326 | 12/31/2023 |
| Advisory Alpha LLC | 18,899 | $3,312 | 12/31/2023 |
| IWY | 18,899 | $3,312 | 12/31/2023 |
| NinePointTwo Capital | 18,738 | $3,283 | 12/31/2023 |
| IWY | 18,738 | $3,283 | 12/31/2023 |
| Consolidated Portfolio Review Corp | 18,554 | $3,251 | 12/31/2023 |
| IWY | 18,554 | $3,251 | 12/31/2023 |
| Stokes Capital Advisors LLC | 16,071 | $3,135 | 03/31/2024 |
| IWY | 16,071 | $3,135 | 03/31/2024 |
| Leo Wealth LLC | 16,273 | $3,095 | 12/31/2023 |
| IWY | 16,273 | $3,095 | 12/31/2023 |
| Signal Advisors Wealth LLC | 15,054 | $2,937 | 03/31/2024 |
| IWY | 15,054 | $2,937 | 03/31/2024 |
| Cozad Asset Management Inc. | 16,567 | $2,903 | 12/31/2023 |
| IWY | 16,567 | $2,903 | 12/31/2023 |
| Lincoln National Corp | 16,157 | $2,831 | 12/31/2023 |
| IWY | 16,157 | $2,831 | 12/31/2023 |
| Foundations Investment Advisors LLC | 15,291 | $2,799 | 12/31/2023 |
| IWY | 15,291 | $2,799 | 12/31/2023 |
| Hilltop Holdings Inc. | 15,615 | $2,736 | 12/31/2023 |
| IWY | 15,615 | $2,736 | 12/31/2023 |
| Pensionmark Financial Group LLC | 15,311 | $2,683 | 12/31/2023 |
| IWY | 15,311 | $2,683 | 12/31/2023 |
| Park Avenue Securities LLC | 13,091 | $2,554 | 03/31/2024 |
| IWY | 13,091 | $2,554 | 03/31/2024 |
| Money Concepts Capital Corp | 14,489 | $2,539 | 12/31/2023 |
| IWY | 14,489 | $2,539 | 12/31/2023 |
| Stifel Financial Corp | 14,440 | $2,530 | 12/31/2023 |
| IWY | 14,440 | $2,530 | 12/31/2023 |
| Samalin Investment Counsel LLC | 14,421 | $2,527 | 12/31/2023 |
| IWY | 14,421 | $2,527 | 12/31/2023 |
| Rockefeller Capital Management L.P. | 14,305 | $2,507 | 12/31/2023 |
| IWY | 14,305 | $2,507 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 12,623 | $2,463 | 03/31/2024 |
| IWY | 12,623 | $2,463 | 03/31/2024 |
| FMR LLC | 13,929 | $2,441 | 12/31/2023 |
| IWY | 13,929 | $2,441 | 12/31/2023 |
| CI Private Wealth LLC | 13,873 | $2,431 | 12/31/2023 |
| IWY | 13,873 | $2,431 | 12/31/2023 |
| Ieq Capital LLC | 13,623 | $2,387 | 12/31/2023 |
| IWY | 13,623 | $2,387 | 12/31/2023 |
| Renaissance Technologies LLC | 13,600 | $2,383 | 12/31/2023 |
| IWY | 13,600 | $2,383 | 12/31/2023 |
| Elevated Capital Advisors LLC | 12,033 | $2,348 | 03/31/2024 |
| IWY | 12,033 | $2,348 | 03/31/2024 |
| Spire Wealth Management | 12,549 | $2,276 | 12/31/2023 |
| IWY | 12,549 | $2,276 | 12/31/2023 |
| Advisory Services Network LLC | 12,825 | $2,247 | 12/31/2023 |
| IWY | 12,825 | $2,247 | 12/31/2023 |
| Atria Investments LLC | 12,744 | $2,233 | 12/31/2023 |
| IWY | 12,744 | $2,233 | 12/31/2023 |
| Mezzasalma Advisors LLC | 12,614 | $2,210 | 12/31/2023 |
| IWY | 12,614 | $2,210 | 12/31/2023 |
| GSA Capital Partners LLP | 12,600 | $2,208 | 12/31/2023 |
| IWY | 12,600 | $2,208 | 12/31/2023 |
| Glenmede Trust Co. NA | 12,325 | $2,160 | 12/31/2023 |
| IWY | 12,325 | $2,160 | 12/31/2023 |
| Prudential Financial Inc. | 12,076 | $2,116 | 12/31/2023 |
| IWY | 12,076 | $2,116 | 12/31/2023 |
| Colonial River Wealth Management LLC | 12,070 | $2,115 | 12/31/2023 |
| IWY | 12,070 | $2,115 | 12/31/2023 |
| Arcadia Wealth Management LLC | 11,594 | $2,031 | 12/31/2023 |
| IWY | 11,594 | $2,031 | 12/31/2023 |
| American Trust | 11,368 | $1,992 | 12/31/2023 |
| IWY | 11,368 | $1,992 | 12/31/2023 |
| Peterson Financial Group Inc. | 11,330 | $1,985 | 12/31/2023 |
| IWY | 11,330 | $1,985 | 12/31/2023 |
| Dana Investment Advisors Inc. | 11,253 | $1,972 | 12/31/2023 |
| IWY | 11,253 | $1,972 | 12/31/2023 |
| Comerica Bank | 11,060 | $1,938 | 12/31/2023 |
| IWY | 11,060 | $1,938 | 12/31/2023 |
| Huntington National Bank | 10,945 | $1,918 | 12/31/2023 |
| IWY | 10,945 | $1,918 | 12/31/2023 |
| Cornerstone Planning Group LLC | 10,652 | $1,866 | 12/31/2023 |
| IWY | 10,652 | $1,866 | 12/31/2023 |
| Walled Lake Planning & Wealth Management LLC | 10,634 | $1,863 | 12/31/2023 |
| IWY | 10,634 | $1,863 | 12/31/2023 |
| Synovus Financial Corp | 10,623 | $1,861 | 12/31/2023 |
| IWY | 10,623 | $1,861 | 12/31/2023 |
| Focus Financial Network Inc. ADV | 10,206 | $1,788 | 12/31/2023 |
| IWY | 10,206 | $1,788 | 12/31/2023 |
| Atomi Financial Group Inc. | 9,893 | $1,733 | 12/31/2023 |
| IWY | 9,893 | $1,733 | 12/31/2023 |
| MONECO Advisors LLC | 9,583 | $1,679 | 12/31/2023 |
| IWY | 9,583 | $1,679 | 12/31/2023 |
| Stewardship Advisors LLC | 8,590 | $1,676 | 03/31/2024 |
| IWY | 8,590 | $1,676 | 03/31/2024 |
| Deutsche Bank AG | 9,302 | $1,630 | 12/31/2023 |
| IWY | 9,302 | $1,630 | 12/31/2023 |
| The PNC Financial Services Group Inc. | 9,286 | $1,627 | 12/31/2023 |
| IWY | 9,286 | $1,627 | 12/31/2023 |
| Keel Point LLC | 8,308 | $1,621 | 03/31/2024 |
| IWY | 8,308 | $1,621 | 03/31/2024 |
| Creative Planning | 9,152 | $1,604 | 12/31/2023 |
| IWY | 9,152 | $1,604 | 12/31/2023 |
| Meridian Wealth Management LLC | 9,088 | $1,592 | 12/31/2023 |
| IWY | 9,088 | $1,592 | 12/31/2023 |
| Financial Freedom LLC | 9,009 | $1,579 | 12/31/2023 |
| IWY | 9,009 | $1,579 | 12/31/2023 |
| AdvisorNet Financial Inc | 7,722 | $1,507 | 03/31/2024 |
| IWY | 7,722 | $1,507 | 03/31/2024 |
| OxenFree Capital LLC | 8,588 | $1,505 | 12/31/2023 |
| IWY | 8,588 | $1,505 | 12/31/2023 |
| Avestar Capital LLC | 8,383 | $1,469 | 12/31/2023 |
| IWY | 8,383 | $1,469 | 12/31/2023 |
| Venture Visionary Partners LLC | 8,203 | $1,437 | 12/31/2023 |
| IWY | 8,203 | $1,437 | 12/31/2023 |
| Oak Harvest Investment Services | 8,016 | $1,405 | 12/31/2023 |
| IWY | 8,016 | $1,405 | 12/31/2023 |
| Coppell Advisory Solutions LLC | 8,012 | $1,404 | 12/31/2023 |
| IWY | 8,012 | $1,404 | 12/31/2023 |
| Betterment LLC | 7,930 | $1,389 | 12/31/2023 |
| IWY | 7,930 | $1,389 | 12/31/2023 |
| Whelan Financial | 7,511 | $1,316 | 12/31/2023 |
| IWY | 7,511 | $1,316 | 12/31/2023 |
| US Bancorp DE | 7,506 | $1,315 | 12/31/2023 |
| IWY | 7,506 | $1,315 | 12/31/2023 |
| SageView Advisory Group LLC | 7,081 | $1,304 | 12/31/2023 |
| IWY | 7,081 | $1,304 | 12/31/2023 |
| New England Private Wealth Advisors LLC | 7,393 | $1,295 | 12/31/2023 |
| IWY | 7,393 | $1,295 | 12/31/2023 |
| Western Wealth Management LLC | 7,331 | $1,285 | 12/31/2023 |
| IWY | 7,331 | $1,285 | 12/31/2023 |
| Financial Counselors Inc. | 7,091 | $1,242 | 12/31/2023 |
| IWY | 7,091 | $1,242 | 12/31/2023 |
| BCGM Wealth Management LLC | 7,063 | $1,238 | 12/31/2023 |
| IWY | 7,063 | $1,238 | 12/31/2023 |
| Summit Trail Advisors LLC | 7,008 | $1,228 | 12/31/2023 |
| IWY | 7,008 | $1,228 | 12/31/2023 |
| Argent Trust Co | 6,729 | $1,179 | 12/31/2023 |
| IWY | 6,729 | $1,179 | 12/31/2023 |
| Great Valley Advisor Group Inc. | 6,537 | $1,146 | 12/31/2023 |
| IWY | 6,537 | $1,146 | 12/31/2023 |
| TNF LLC | 6,057 | $1,120 | 12/31/2023 |
| IWY | 6,057 | $1,120 | 12/31/2023 |
| CIBC World Markets Inc. | 6,338 | $1,111 | 12/31/2023 |
| IWY | 6,338 | $1,111 | 12/31/2023 |
| Blair William & Co. IL | 6,282 | $1,101 | 12/31/2023 |
| IWY | 6,282 | $1,101 | 12/31/2023 |
| Latitude Advisors LLC | 6,029 | $1,056 | 12/31/2023 |
| IWY | 6,029 | $1,056 | 12/31/2023 |
| Csenge Advisory Group | 6,006 | $1,052 | 12/31/2023 |
| IWY | 6,006 | $1,052 | 12/31/2023 |
| Cahaba Wealth Management Inc. | 5,954 | $1,043 | 12/31/2023 |
| IWY | 5,954 | $1,043 | 12/31/2023 |
| CWM LLC | 5,334 | $1,041 | 03/31/2024 |
| IWY | 5,334 | $1,041 | 03/31/2024 |
| Level Four Advisory Services LLC | 5,884 | $1,031 | 12/31/2023 |
| IWY | 5,884 | $1,031 | 12/31/2023 |
| Pineridge Advisors LLC | 5,883 | $1,031 | 12/31/2023 |
| IWY | 5,883 | $1,031 | 12/31/2023 |
| Wedmont Private Capital | 5,291 | $1,028 | 03/31/2024 |
| IWY | 5,291 | $1,028 | 03/31/2024 |
| Cosner Financial Group LLC | 5,640 | $988 | 12/31/2023 |
| IWY | 5,640 | $988 | 12/31/2023 |
| Stratos Wealth Advisors LLC | 5,014 | $978 | 03/31/2024 |
| IWY | 5,014 | $978 | 03/31/2024 |
| Strategic Equity Management | 4,937 | $963 | 03/31/2024 |
| IWY | 4,937 | $963 | 03/31/2024 |
| Strategic Financial Concepts LLC | 5,375 | $942 | 12/31/2023 |
| IWY | 5,375 | $942 | 12/31/2023 |
| MBL Wealth LLC | 5,300 | $929 | 12/31/2023 |
| IWY | 5,300 | $929 | 12/31/2023 |
| Stephens Inc. AR | 5,202 | $912 | 12/31/2023 |
| IWY | 5,202 | $912 | 12/31/2023 |
| Fifth Third Bancorp | 5,144 | $901 | 12/31/2023 |
| IWY | 5,144 | $901 | 12/31/2023 |
| Y Intercept Hong Kong Ltd | 5,144 | $901 | 12/31/2023 |
| IWY | 5,144 | $901 | 12/31/2023 |
| Werba Rubin Papier Wealth Management | 5,024 | $880 | 12/31/2023 |
| IWY | 5,024 | $880 | 12/31/2023 |
| J.W. Cole Advisors Inc. | 5,011 | $878 | 12/31/2023 |
| IWY | 5,011 | $878 | 12/31/2023 |
| Sequoia Financial Advisors LLC | 4,952 | $868 | 12/31/2023 |
| IWY | 4,952 | $868 | 12/31/2023 |
| Arkadios Wealth Advisors | 4,851 | $850 | 12/31/2023 |
| IWY | 4,851 | $850 | 12/31/2023 |
| WBH Advisory Inc. | 4,331 | $845 | 03/31/2024 |
| IWY | 4,331 | $845 | 03/31/2024 |
| Pallas Capital Advisors LLC | 4,271 | $833 | 03/31/2024 |
| IWY | 4,271 | $833 | 03/31/2024 |
| Leavell Investment Management Inc. | 4,751 | $832 | 12/31/2023 |
| IWY | 4,751 | $832 | 12/31/2023 |
| Allworth Financial LP | 4,651 | $815 | 12/31/2023 |
| IWY | 4,651 | $815 | 12/31/2023 |
| Dynamic Advisor Solutions LLC | 4,138 | $807 | 03/31/2024 |
| IWY | 4,138 | $807 | 03/31/2024 |
| Northern Trust Corp | 4,588 | $804 | 12/31/2023 |
| IWY | 4,588 | $804 | 12/31/2023 |
| Wedbush Securities Inc. | 4,569 | $801 | 12/31/2023 |
| IWY | 4,569 | $801 | 12/31/2023 |
| Merit Financial Group LLC | 4,558 | $799 | 12/31/2023 |
| IWY | 4,558 | $799 | 12/31/2023 |
| Sovereign Financial Group Inc. | 4,084 | $797 | 03/31/2024 |
| IWY | 4,084 | $797 | 03/31/2024 |
| MAI Capital Management | 4,507 | $790 | 12/31/2023 |
| IWY | 4,507 | $790 | 12/31/2023 |
| AMG National Trust Bank | 4,325 | $758 | 12/31/2023 |
| IWY | 4,325 | $758 | 12/31/2023 |
| New Century Financial Group LLC | 4,306 | $754 | 12/31/2023 |
| IWY | 4,306 | $754 | 12/31/2023 |
| Maripau Wealth Management LLC | 4,270 | $748 | 12/31/2023 |
| IWY | 4,270 | $748 | 12/31/2023 |
| Private Trust Co. NA | 4,204 | $737 | 12/31/2023 |
| IWY | 4,204 | $737 | 12/31/2023 |
| Round Rock Advisors LLC | 3,885 | $681 | 12/31/2023 |
| IWY | 3,885 | $681 | 12/31/2023 |
| GenWealth Group Inc. | 3,483 | $680 | 03/31/2024 |
| IWY | 3,483 | $680 | 03/31/2024 |
| EWG Elevate Inc. | 3,439 | $671 | 03/31/2024 |
| IWY | 3,439 | $671 | 03/31/2024 |
| Kohmann Bosshard Financial Services LLC | 3,430 | $669 | 03/31/2024 |
| IWY | 3,430 | $669 | 03/31/2024 |
| Perigon Wealth Management LLC | 3,811 | $668 | 12/31/2023 |
| IWY | 3,811 | $668 | 12/31/2023 |
| Integrated Wealth Concepts LLC | 3,736 | $655 | 12/31/2023 |
| IWY | 3,736 | $655 | 12/31/2023 |
| Fluent Financial LLC | 3,692 | $647 | 12/31/2023 |
| IWY | 3,692 | $647 | 12/31/2023 |
| Oliver Lagore Vanvalin Investment Group | 3,650 | $640 | 12/31/2023 |
| IWY | 3,650 | $640 | 12/31/2023 |
| First Heartland Consultants Inc. | 3,602 | $631 | 12/31/2023 |
| IWY | 3,602 | $631 | 12/31/2023 |
| Sawtooth Solutions LLC | 3,591 | $629 | 12/31/2023 |
| IWY | 3,591 | $629 | 12/31/2023 |
| Janney Montgomery Scott LLC | 3,465 | $607 | 12/31/2023 |
| IWY | 3,465 | $607 | 12/31/2023 |
| James Investment Research Inc. | 3,456 | $606 | 12/31/2023 |
| IWY | 3,456 | $606 | 12/31/2023 |
| HRT Financial LP | 3,460 | $606 | 12/31/2023 |
| IWY | 3,460 | $606 | 12/31/2023 |
| Godshalk Welsh Capital Management Inc. | 3,410 | $598 | 12/31/2023 |
| IWY | 3,410 | $598 | 12/31/2023 |
| Safeguard Investment Advisory Group LLC | 3,305 | $579 | 12/31/2023 |
| IWY | 3,305 | $579 | 12/31/2023 |
| Montag A & Associates Inc. | 3,161 | $554 | 12/31/2023 |
| IWY | 3,161 | $554 | 12/31/2023 |
| Townsquare Capital LLC | 3,148 | $552 | 12/31/2023 |
| IWY | 3,148 | $552 | 12/31/2023 |
| Norris Perne & French LLP MI | 2,800 | $546 | 03/31/2024 |
| IWY | 2,800 | $546 | 03/31/2024 |
| Iams Wealth Management LLC | 3,114 | $546 | 12/31/2023 |
| IWY | 3,114 | $546 | 12/31/2023 |
| Brown Brothers Harriman & Co. | 3,069 | $538 | 12/31/2023 |
| IWY | 3,069 | $538 | 12/31/2023 |
| Colony Group LLC | 3,030 | $531 | 12/31/2023 |
| IWY | 3,030 | $531 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 3,020 | $529 | 12/31/2023 |
| IWY | 3,020 | $529 | 12/31/2023 |
| SILVER OAK SECURITIES Inc | 2,987 | $523 | 12/31/2023 |
| IWY | 2,987 | $523 | 12/31/2023 |
| TruWealth Advisors LLC | 2,614 | $510 | 03/31/2024 |
| IWY | 2,614 | $510 | 03/31/2024 |
| McKinley Carter Wealth Services Inc. | 2,874 | $504 | 12/31/2023 |
| IWY | 2,874 | $504 | 12/31/2023 |
| Key Client Fiduciary Advisors LLC | 2,556 | $499 | 03/31/2024 |
| IWY | 2,556 | $499 | 03/31/2024 |
| Total Clarity Wealth Management Inc. | 2,826 | $495 | 12/31/2023 |
| IWY | 2,826 | $495 | 12/31/2023 |
| Ballast Advisors LLC | 2,821 | $494 | 12/31/2023 |
| IWY | 2,821 | $494 | 12/31/2023 |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,809 | $492 | 12/31/2023 |
| IWY | 2,809 | $492 | 12/31/2023 |
| LexAurum Advisors LLC | 2,494 | $487 | 03/31/2024 |
| IWY | 2,494 | $487 | 03/31/2024 |
| Oppenheimer & Co. Inc. | 2,779 | $487 | 12/31/2023 |
| IWY | 2,779 | $487 | 12/31/2023 |
| Nomura Asset Management Co. Ltd. | 2,778 | $487 | 12/31/2023 |
| IWY | 2,778 | $487 | 12/31/2023 |
| Colonial Trust Co SC | 2,741 | $480 | 12/31/2023 |
| IWY | 2,741 | $480 | 12/31/2023 |
| Nwam LLC | 2,735 | $479 | 12/31/2023 |
| IWY | 2,735 | $479 | 12/31/2023 |
| Forte Capital LLC ADV | 2,705 | $474 | 12/31/2023 |
| IWY | 2,705 | $474 | 12/31/2023 |
| N.E.W. Advisory Services LLC | 2,701 | $473 | 12/31/2023 |
| IWY | 2,701 | $473 | 12/31/2023 |
| Flagship Harbor Advisors LLC | 2,407 | $470 | 03/31/2024 |
| IWY | 2,407 | $470 | 03/31/2024 |
| Bank of New York Mellon Corp | 2,638 | $462 | 12/31/2023 |
| IWY | 2,638 | $462 | 12/31/2023 |
| Rodgers & Associates LTD | 2,567 | $450 | 12/31/2023 |
| IWY | 2,567 | $450 | 12/31/2023 |
| Creekmur Asset Management LLC | 2,512 | $440 | 12/31/2023 |
| IWY | 2,512 | $440 | 12/31/2023 |
| Morningstar Investment Services LLC | 2,491 | $438 | 12/31/2023 |
| IWY | 2,491 | $438 | 12/31/2023 |
| Pacific Financial Group Inc. | 2,496 | $437 | 12/31/2023 |
| IWY | 2,496 | $437 | 12/31/2023 |
| Regal Investment Advisors LLC | 2,496 | $437 | 12/31/2023 |
| IWY | 2,496 | $437 | 12/31/2023 |
| Apollon Wealth Management LLC | 2,443 | $428 | 12/31/2023 |
| IWY | 2,443 | $428 | 12/31/2023 |
| Keybank National Association OH | 2,412 | $423 | 12/31/2023 |
| IWY | 2,412 | $423 | 12/31/2023 |
| Mission Wealth Management LP | 2,409 | $422 | 12/31/2023 |
| IWY | 2,409 | $422 | 12/31/2023 |
| Heritage Trust Co | 2,408 | $422 | 12/31/2023 |
| IWY | 2,408 | $422 | 12/31/2023 |
| Yoder Wealth Management Inc. | 2,411 | $422 | 12/31/2023 |
| IWY | 2,411 | $422 | 12/31/2023 |
| Regions Financial Corp | 2,398 | $420 | 12/31/2023 |
| IWY | 2,398 | $420 | 12/31/2023 |
| Proequities Inc. | 2,385 | $418 | 12/31/2023 |
| IWY | 2,385 | $418 | 12/31/2023 |
| Gratus Capital LLC | 2,384 | $418 | 12/31/2023 |
| IWY | 2,384 | $418 | 12/31/2023 |
| Revolve Wealth Partners LLC | 2,126 | $415 | 03/31/2024 |
| IWY | 2,126 | $415 | 03/31/2024 |
| Cary Street Partners Investment Advisory LLC | 2,292 | $402 | 12/31/2023 |
| IWY | 2,292 | $402 | 12/31/2023 |
| Richard W. Paul & Associates LLC | 2,288 | $401 | 12/31/2023 |
| IWY | 2,288 | $401 | 12/31/2023 |
| CIBC Private Wealth Group LLC | 2,271 | $398 | 12/31/2023 |
| IWY | 2,271 | $398 | 12/31/2023 |
| Linden Thomas Advisory Services LLC | 2,258 | $396 | 12/31/2023 |
| IWY | 2,258 | $396 | 12/31/2023 |
| Alpha Financial Partners LLC | 2,248 | $394 | 12/31/2023 |
| IWY | 2,248 | $394 | 12/31/2023 |
| Equitable Trust Co. | 2,220 | $389 | 12/31/2023 |
| IWY | 2,220 | $389 | 12/31/2023 |
| Intrepid Capital Management Inc. | 2,198 | $385 | 12/31/2023 |
| IWY | 2,198 | $385 | 12/31/2023 |
| Empire Life Investments Inc. | 2,200 | $385 | 12/31/2023 |
| IWY | 2,200 | $385 | 12/31/2023 |
| Continuum Advisory LLC | 2,187 | $384 | 12/31/2023 |
| IWY | 2,187 | $384 | 12/31/2023 |
| IHT Wealth Management LLC | 2,180 | $382 | 12/31/2023 |
| IWY | 2,180 | $382 | 12/31/2023 |
| FSB Premier Wealth Management Inc. | 2,138 | $375 | 12/31/2023 |
| IWY | 2,138 | $375 | 12/31/2023 |
| QRG Capital Management Inc. | 2,141 | $375 | 12/31/2023 |
| IWY | 2,141 | $375 | 12/31/2023 |
| Cyndeo Wealth Partners LLC | 1,875 | $366 | 03/31/2024 |
| IWY | 1,875 | $366 | 03/31/2024 |
| Integrated Advisors Network LLC | 2,088 | $366 | 12/31/2023 |
| IWY | 2,088 | $366 | 12/31/2023 |
| Rooted Wealth Advisors Inc. | 1,847 | $358 | 03/31/2024 |
| IWY | 1,847 | $358 | 03/31/2024 |
| Fulcrum Equity Management | 1,982 | $347 | 12/31/2023 |
| IWY | 1,982 | $347 | 12/31/2023 |
| Change Path LLC | 1,966 | $344 | 12/31/2023 |
| IWY | 1,966 | $344 | 12/31/2023 |
| Catalyst Financial Partners LLC | 1,933 | $339 | 12/31/2023 |
| IWY | 1,933 | $339 | 12/31/2023 |
| Sigma Planning Corp | 1,930 | $338 | 12/31/2023 |
| IWY | 1,930 | $338 | 12/31/2023 |
| Chemung Canal Trust Co. | 1,699 | $331 | 03/31/2024 |
| IWY | 1,699 | $331 | 03/31/2024 |
| Fermata Advisors LLC | 1,691 | $330 | 03/31/2024 |
| IWY | 1,691 | $330 | 03/31/2024 |
| Founders Financial Alliance LLC | 1,868 | $327 | 12/31/2023 |
| IWY | 1,868 | $327 | 12/31/2023 |
| Grimes & Company Inc. | 1,649 | $322 | 03/31/2024 |
| IWY | 1,649 | $322 | 03/31/2024 |
| Principle Wealth Partners LLC | 1,736 | $304 | 12/31/2023 |
| IWY | 1,736 | $304 | 12/31/2023 |
| NBT Bank N A NY | 1,730 | $303 | 12/31/2023 |
| IWY | 1,730 | $303 | 12/31/2023 |
| GTS Securities LLC | 1,726 | $302 | 12/31/2023 |
| IWY | 1,726 | $302 | 12/31/2023 |
| PFG Advisors | 1,718 | $301 | 12/31/2023 |
| IWY | 1,718 | $301 | 12/31/2023 |
| VisionPoint Advisory Group LLC | 1,704 | $299 | 12/31/2023 |
| IWY | 1,704 | $299 | 12/31/2023 |
| Resources Investment Advisors LLC. | 1,698 | $298 | 12/31/2023 |
| IWY | 1,698 | $298 | 12/31/2023 |
| National Wealth Management Group LLC | 1,683 | $295 | 12/31/2023 |
| IWY | 1,683 | $295 | 12/31/2023 |
| TRUE Private Wealth Advisors | 1,667 | $292 | 12/31/2023 |
| IWY | 1,667 | $292 | 12/31/2023 |
| Buckingham Strategic Wealth LLC | 1,614 | $283 | 12/31/2023 |
| IWY | 1,614 | $283 | 12/31/2023 |
| Ameritas Advisory Services LLC | 1,593 | $280 | 12/31/2023 |
| IWY | 1,593 | $280 | 12/31/2023 |
| Sound Income Strategies LLC | 1,418 | $277 | 03/31/2024 |
| IWY | 1,418 | $277 | 03/31/2024 |
| Sandy Cove Advisors LLC | 1,419 | $277 | 03/31/2024 |
| IWY | 1,419 | $277 | 03/31/2024 |
| Creative Financial Designs Inc. ADV | 1,560 | $273 | 12/31/2023 |
| IWY | 1,560 | $273 | 12/31/2023 |
| Meridian Management Co. | 1,420 | $272 | 12/31/2023 |
| IWY | 1,420 | $272 | 12/31/2023 |
| Benjamin Edwards Inc. | 1,545 | $271 | 12/31/2023 |
| IWY | 1,545 | $271 | 12/31/2023 |
| EP Wealth Advisors LLC | 1,542 | $270 | 12/31/2023 |
| IWY | 1,542 | $270 | 12/31/2023 |
| Caitlin John LLC | 1,527 | $268 | 12/31/2023 |
| IWY | 1,527 | $268 | 12/31/2023 |
| Leeward Financial Partners LLC | 1,504 | $264 | 12/31/2023 |
| IWY | 1,504 | $264 | 12/31/2023 |
| BCU Wealth Advisors LLC | 1,430 | $251 | 12/31/2023 |
| IWY | 1,430 | $251 | 12/31/2023 |
| Citizens Financial Group Inc RI | 1,426 | $250 | 12/31/2023 |
| IWY | 1,426 | $250 | 12/31/2023 |
| Mason & Associates Inc | 1,427 | $250 | 12/31/2023 |
| IWY | 1,427 | $250 | 12/31/2023 |
| BluePath Capital Management LLC | 1,413 | $249 | 12/31/2023 |
| IWY | 1,413 | $249 | 12/31/2023 |
| Prospera Financial Services Inc | 1,414 | $248 | 12/31/2023 |
| IWY | 1,414 | $248 | 12/31/2023 |
| AFT Forsyth & Company Inc. | 1,410 | $247 | 12/31/2023 |
| IWY | 1,410 | $247 | 12/31/2023 |
| Summit X LLC | 1,484 | $247 | 12/31/2023 |
| IWY | 1,484 | $247 | 12/31/2023 |
| Novak & Powell Financial Services Inc. | 1,400 | $245 | 12/31/2023 |
| IWY | 1,400 | $245 | 12/31/2023 |
| BOK Financial Private Wealth Inc. | 1,373 | $241 | 12/31/2023 |
| IWY | 1,373 | $241 | 12/31/2023 |
| Confluence Wealth Services Inc. | 1,359 | $238 | 12/31/2023 |
| IWY | 1,359 | $238 | 12/31/2023 |
| Concorde Asset Management LLC | 1,324 | $232 | 12/31/2023 |
| IWY | 1,324 | $232 | 12/31/2023 |
| Tyler Stone Wealth Management | 1,316 | $231 | 12/31/2023 |
| IWY | 1,316 | $231 | 12/31/2023 |
| Calton & Associates Inc. | 1,175 | $229 | 03/31/2024 |
| IWY | 1,175 | $229 | 03/31/2024 |
| Bessemer Group Inc. | 1,282 | $225 | 12/31/2023 |
| IWY | 1,282 | $225 | 12/31/2023 |
| Beacon Financial Advisory LLC | 1,263 | $221 | 12/31/2023 |
| IWY | 1,263 | $221 | 12/31/2023 |
| Ethos Financial Group LLC | 1,258 | $220 | 12/31/2023 |
| IWY | 1,258 | $220 | 12/31/2023 |
| WMS Partners LLC | 1,241 | $217 | 12/31/2023 |
| IWY | 1,241 | $217 | 12/31/2023 |
| Quadcap Wealth Management LLC | 1,234 | $216 | 12/31/2023 |
| IWY | 1,234 | $216 | 12/31/2023 |
| Virtue Capital Management LLC | 1,257 | $214 | 12/31/2023 |
| IWY | 1,257 | $214 | 12/31/2023 |
| Operose Advisors LLC | 1,212 | $212 | 12/31/2023 |
| IWY | 1,212 | $212 | 12/31/2023 |
| Kayne Anderson Rudnick Investment Management LLC | 1,200 | $210 | 12/31/2023 |
| IWY | 1,200 | $210 | 12/31/2023 |
| International Assets Investment Management LLC | 1,054 | $206 | 03/31/2024 |
| IWY | 1,054 | $206 | 03/31/2024 |
| Kingswood Wealth Advisors LLC | 1,045 | $204 | 03/31/2024 |
| IWY | 1,045 | $204 | 03/31/2024 |
| Financial Advocates Investment Management | 1,163 | $204 | 12/31/2023 |
| IWY | 1,163 | $204 | 12/31/2023 |
| Truvestments Capital LLC | 1,153 | $202 | 12/31/2023 |
| IWY | 1,153 | $202 | 12/31/2023 |
| Instrumental Wealth LLC | 1,095 | $201 | 12/31/2023 |
| IWY | 1,095 | $201 | 12/31/2023 |
| Peapack Gladstone Financial Corp | 1,139 | $200 | 12/31/2023 |
| IWY | 1,139 | $200 | 12/31/2023 |
| Massmutual Trust Co. FSB ADV | 968 | $189 | 03/31/2024 |
| IWY | 968 | $189 | 03/31/2024 |
| Newbridge Financial Services Group Inc. | 961 | $168 | 12/31/2023 |
| IWY | 961 | $168 | 12/31/2023 |
| Capital Analysts LLC | 934 | $164 | 12/31/2023 |
| IWY | 934 | $164 | 12/31/2023 |
| South State CORP. | 929 | $163 | 12/31/2023 |
| IWY | 929 | $163 | 12/31/2023 |
| EPG Wealth Management LLC | 784 | $147 | 12/31/2023 |
| IWY | 784 | $147 | 12/31/2023 |
| Farther Finance Advisors LLC | 817 | $143 | 12/31/2023 |
| IWY | 817 | $143 | 12/31/2023 |
| Assetmark Inc. | 749 | $131 | 12/31/2023 |
| IWY | 749 | $131 | 12/31/2023 |
| Cherry Tree Wealth Management LLC | 715 | $125 | 12/31/2023 |
| IWY | 715 | $125 | 12/31/2023 |
| Raleigh Capital Management Inc. | 675 | $118 | 12/31/2023 |
| IWY | 675 | $118 | 12/31/2023 |
| Salem Investment Counselors Inc. | 599 | $117 | 03/31/2024 |
| IWY | 599 | $117 | 03/31/2024 |
| Parkside Financial Bank & Trust | 655 | $115 | 12/31/2023 |
| IWY | 655 | $115 | 12/31/2023 |
| Benjamin F. Edwards & Company Inc. | 630 | $110 | 12/31/2023 |
| IWY | 630 | $110 | 12/31/2023 |
| Center for Financial Planning Inc. | 618 | $108 | 12/31/2023 |
| IWY | 618 | $108 | 12/31/2023 |
| Asset Dedication LLC | 550 | $107 | 03/31/2024 |
| IWY | 550 | $107 | 03/31/2024 |
| Centaurus Financial Inc. | 612 | $107 | 12/31/2023 |
| IWY | 612 | $107 | 12/31/2023 |
| Key Financial Inc | 602 | $105 | 12/31/2023 |
| IWY | 602 | $105 | 12/31/2023 |
| FSC Wealth Advisors LLC | 525 | $102 | 03/31/2024 |
| IWY | 525 | $102 | 03/31/2024 |
| Tower Research Capital LLC TRC | 558 | $98 | 12/31/2023 |
| IWY | 558 | $98 | 12/31/2023 |
| Nordwand Advisors LLC | 554 | $97 | 12/31/2023 |
| IWY | 554 | $97 | 12/31/2023 |
| Gradient Investments LLC | 547 | $96 | 12/31/2023 |
| IWY | 547 | $96 | 12/31/2023 |
| Bank of Montreal Can | 480 | $84 | 12/31/2023 |
| IWY | 480 | $84 | 12/31/2023 |
| West Branch Capital LLC | 419 | $73 | 12/31/2023 |
| IWY | 419 | $73 | 12/31/2023 |
| Aptus Capital Advisors LLC | 404 | $71 | 12/31/2023 |
| IWY | 404 | $71 | 12/31/2023 |
| Guardian Wealth Advisors LLC NC | 404 | $71 | 12/31/2023 |
| IWY | 404 | $71 | 12/31/2023 |
| Qube Research & Technologies Ltd | 389 | $68 | 12/31/2023 |
| IWY | 389 | $68 | 12/31/2023 |
| HM Payson & Co. | 363 | $64 | 12/31/2023 |
| IWY | 363 | $64 | 12/31/2023 |
| GPS Wealth Strategies Group LLC | 354 | $62 | 12/31/2023 |
| IWY | 354 | $62 | 12/31/2023 |
| Richardson Financial Services Inc. | 330 | $58 | 12/31/2023 |
| IWY | 330 | $58 | 12/31/2023 |
| West Paces Advisors Inc. | 286 | $56 | 03/31/2024 |
| IWY | 286 | $56 | 03/31/2024 |
| Castleview Partners LLC | 233 | $41 | 12/31/2023 |
| IWY | 233 | $41 | 12/31/2023 |
| City Holding Co. | 205 | $40 | 03/31/2024 |
| IWY | 205 | $40 | 03/31/2024 |
| Ancora Advisors LLC | 218 | $38 | 12/31/2023 |
| IWY | 218 | $38 | 12/31/2023 |
| Tennessee Valley Asset Management Partners | 203 | $36 | 12/31/2023 |
| IWY | 203 | $36 | 12/31/2023 |
| Wetzel Investment Advisors Inc. | 205 | $36 | 12/31/2023 |
| IWY | 205 | $36 | 12/31/2023 |
| Tucker Asset Management LLC | 201 | $35 | 12/31/2023 |
| IWY | 201 | $35 | 12/31/2023 |
| ICA Group Wealth Management LLC | 200 | $35 | 12/31/2023 |
| IWY | 200 | $35 | 12/31/2023 |
| Mine & Arao Wealth Creation & Management LLC. | 195 | $34 | 12/31/2023 |
| IWY | 195 | $34 | 12/31/2023 |
| New Millennium Group LLC | 185 | $32 | 12/31/2023 |
| IWY | 185 | $32 | 12/31/2023 |
| Salomon & Ludwin LLC | 175 | $31 | 12/31/2023 |
| IWY | 175 | $31 | 12/31/2023 |
| Glass Jacobson Investment Advisors llc | 175 | $31 | 12/31/2023 |
| IWY | 175 | $31 | 12/31/2023 |
| Private Ocean LLC | 135 | $26 | 03/31/2024 |
| IWY | 135 | $26 | 03/31/2024 |
| NBC Securities Inc. | 115 | $22 | 03/31/2024 |
| IWY | 115 | $22 | 03/31/2024 |
| Colonial Trust Advisors | 125 | $22 | 12/31/2023 |
| IWY | 125 | $22 | 12/31/2023 |
| Beacon Capital Management LLC | 125 | $22 | 12/31/2023 |
| IWY | 125 | $22 | 12/31/2023 |
| Tompkins Financial Corp | 100 | $20 | 03/31/2024 |
| IWY | 100 | $20 | 03/31/2024 |
| Able Wealth Management LLC | 112 | $20 | 12/31/2023 |
| IWY | 112 | $20 | 12/31/2023 |
| Farmers & Merchants Investments Inc. | 100 | $18 | 12/31/2023 |
| IWY | 100 | $18 | 12/31/2023 |
| ORG Partners LLC | 100 | $18 | 12/31/2023 |
| IWY | 100 | $18 | 12/31/2023 |
| Financial Perspectives Inc | 103 | $18 | 12/31/2023 |
| IWY | 103 | $18 | 12/31/2023 |
| Lindbrook Capital LLC | 95 | $17 | 12/31/2023 |
| IWY | 95 | $17 | 12/31/2023 |
| Citigroup Inc. | 90 | $16 | 12/31/2023 |
| IWY | 90 | $16 | 12/31/2023 |
| Cedar Mountain Advisors LLC | 77 | $15 | 03/31/2024 |
| IWY | 77 | $15 | 03/31/2024 |
| FinTrust Capital Advisors LLC | 83 | $15 | 12/31/2023 |
| IWY | 83 | $15 | 12/31/2023 |
| Cape Investment Advisory Inc. | 59 | $10 | 12/31/2023 |
| IWY | 59 | $10 | 12/31/2023 |
| National Bank of Canada FI | 40 | $7 | 12/31/2023 |
| IWY | 40 | $7 | 12/31/2023 |
| Pin Oak Investment Advisors Inc. | 34 | $6 | 12/31/2023 |
| IWY | 34 | $6 | 12/31/2023 |
| Dunhill Financial LLC | 36 | $6 | 12/31/2023 |
| IWY | 36 | $6 | 12/31/2023 |
| Thompson Investment Management Inc. | 24 | $5 | 03/31/2024 |
| IWY | 24 | $5 | 03/31/2024 |
| Householder Group Estate & Retirement Specialist LLC | 28 | $5 | 12/31/2023 |
| IWY | 28 | $5 | 12/31/2023 |
| Pacifica Partners Inc. | 20 | $4 | 03/31/2024 |
| IWY | 20 | $4 | 03/31/2024 |
| Horizon Investments LLC | 25 | $4 | 12/31/2023 |
| IWY | 25 | $4 | 12/31/2023 |
| Cypress Capital Management LLC WY | 22 | $4 | 12/31/2023 |
| IWY | 22 | $4 | 12/31/2023 |
| Byrne Asset Management LLC | 20 | $4 | 12/31/2023 |
| IWY | 20 | $4 | 12/31/2023 |
| Van ECK Associates Corp | 16 | $3 | 12/31/2023 |
| IWY | 16 | $3 | 12/31/2023 |
| Life Planning Partners Inc | 17 | $3 | 12/31/2023 |
| IWY | 17 | $3 | 12/31/2023 |
| Bartlett & Co. LLC | 13 | $2 | 12/31/2023 |
| IWY | 13 | $2 | 12/31/2023 |
| VitalStone Financial LLC | 9 | $2 | 12/31/2023 |
| IWY | 9 | $2 | 12/31/2023 |
| Bartlett & CO. Wealth Management LLC | 13 | $2 | 12/31/2023 |
| IWY | 13 | $2 | 12/31/2023 |
| DHJJ Financial Advisors Ltd. | 4 | $1 | 03/31/2024 |
| IWY | 4 | $1 | 03/31/2024 |
| Team Financial Group LLC | 3 | $1 | 12/31/2023 |
| IWY | 3 | $1 | 12/31/2023 |
| BNP Paribas Arbitrage SA | 1 | $0 | 12/31/2023 |
| IWY | 1 | $0 | 12/31/2023 |
| LGT Financial Advisors LLC | 2 | $0 | 12/31/2023 |
| IWY | 2 | $0 | 12/31/2023 |
 Belvedere Trading LLC | 1,300 | $-140 | 12/31/2023 |
| Put | 2,100 | $368 | 12/31/2023 |
| Call | 1,300 | $228 | 12/31/2023 |
See Summary: Institutional Holders of IWY
See Details: Top 10 Hedge Funds Holding IWY
Also See: IWY Holdings Changes
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