On this page, we present all of the funds holding IYW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IYW, with a link to that fund's top holdings. The next columns indicate the amount of IYW stock held by each of the funds holding IYW, followed by the IYW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 934 funds holding IYW 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 IYW), click the fund name in the "Holder" column of the funds-holding-IYW table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Envestnet Asset Management Inc. | 10,523,831 | $1,291,800 | 12/31/2023 |
IYW | 10,523,831 | $1,291,800 | 12/31/2023 |
Morgan Stanley | 6,225,786 | $764,215 | 12/31/2023 |
IYW | 6,225,786 | $764,215 | 12/31/2023 |
Bank of America Corp DE | 4,337,706 | $532,453 | 12/31/2023 |
IYW | 4,337,706 | $532,453 | 12/31/2023 |
Green Harvest Asset Management LLC | 4,247,263 | $521,352 | 12/31/2023 |
IYW | 4,247,263 | $521,352 | 12/31/2023 |
LPL Financial LLC | $415,894 | 12/31/2023 | |
IYW | 3,409,733 | $418,545 | 12/31/2023 |
Put | 21,600 | $2,651 | 12/31/2023 |
JPMorgan Chase & Co. | 2,785,245 | $341,889 | 12/31/2023 |
IYW | 2,785,245 | $341,889 | 12/31/2023 |
BlackRock Inc. | 2,187,676 | $268,537 | 12/31/2023 |
IYW | 2,187,676 | $268,537 | 12/31/2023 |
UBS Group AG | 2,129,589 | $261,407 | 12/31/2023 |
IYW | 2,129,589 | $261,407 | 12/31/2023 |
FIL Ltd | 1,456,287 | $178,759 | 12/31/2023 |
IYW | 1,456,287 | $178,759 | 12/31/2023 |
Ameriprise Financial Inc. | 1,304,660 | $160,170 | 12/31/2023 |
IYW | 1,304,660 | $160,170 | 12/31/2023 |
CWM LLC | 1,173,803 | $158,534 | 03/31/2024 |
IYW | 1,173,803 | $158,534 | 03/31/2024 |
Envestnet Portfolio Solutions Inc. | 1,257,759 | $154,390 | 12/31/2023 |
IYW | 1,257,759 | $154,390 | 12/31/2023 |
Wells Fargo & Company MN | 1,254,072 | $153,937 | 12/31/2023 |
IYW | 1,254,072 | $153,937 | 12/31/2023 |
Advisor Group Holdings Inc. | 1,164,820 | $143,053 | 12/31/2023 |
IYW | 1,164,820 | $143,053 | 12/31/2023 |
Park Avenue Securities LLC | 1,054,653 | $142,441 | 03/31/2024 |
IYW | 1,054,653 | $142,441 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 882,381 | $119,174 | 03/31/2024 |
IYW | 882,381 | $119,174 | 03/31/2024 |
Royal Bank of Canada | 903,042 | $110,849 | 12/31/2023 |
IYW | 903,042 | $110,849 | 12/31/2023 |
MML Investors Services LLC | 802,198 | $98,470 | 12/31/2023 |
IYW | 802,198 | $98,470 | 12/31/2023 |
Commonwealth Equity Services LLC | 799,788 | $98,174 | 12/31/2023 |
IYW | 799,788 | $98,174 | 12/31/2023 |
Janney Montgomery Scott LLC | 660,620 | $81,091 | 12/31/2023 |
IYW | 660,620 | $81,091 | 12/31/2023 |
Raymond James & Associates | 553,635 | $74,774 | 03/31/2024 |
IYW | 553,635 | $74,774 | 03/31/2024 |
Bank of New York Mellon Corp | 553,010 | $67,882 | 12/31/2023 |
IYW | 553,010 | $67,882 | 12/31/2023 |
RiverFront Investment Group LLC | 552,862 | $67,863 | 12/31/2023 |
IYW | 552,862 | $67,863 | 12/31/2023 |
Two Sigma Investments LP | 441,000 | $54,133 | 12/31/2023 |
IYW | 441,000 | $54,133 | 12/31/2023 |
United Capital Financial Advisers LLC | 440,608 | $54,085 | 12/31/2023 |
IYW | 440,608 | $54,085 | 12/31/2023 |
Hsbc Holdings PLC | 437,025 | $53,645 | 12/31/2023 |
IYW | 437,025 | $53,645 | 12/31/2023 |
Resources Investment Advisors LLC. | 428,381 | $52,584 | 12/31/2023 |
IYW | 428,381 | $52,584 | 12/31/2023 |
Stifel Financial Corp | 423,700 | $52,012 | 12/31/2023 |
IYW | 423,700 | $52,012 | 12/31/2023 |
The PNC Financial Services Group Inc. | 420,593 | $51,628 | 12/31/2023 |
IYW | 420,593 | $51,628 | 12/31/2023 |
Parker Investment Management LLC | 436,329 | $51,269 | 12/31/2023 |
IYW | 436,329 | $51,269 | 12/31/2023 |
Captrust Financial Advisors | 413,921 | $50,809 | 12/31/2023 |
IYW | 413,921 | $50,809 | 12/31/2023 |
Congress Wealth Management LLC DE | 336,467 | $45,443 | 03/31/2024 |
IYW | 336,467 | $45,443 | 03/31/2024 |
Cetera Investment Advisers | 320,790 | $39,377 | 12/31/2023 |
IYW | 320,790 | $39,377 | 12/31/2023 |
GWM Advisors LLC | 315,136 | $39,252 | 12/31/2023 |
IYW | 315,136 | $39,252 | 12/31/2023 |
Quotient Wealth Partners LLC | 316,321 | $38,828 | 12/31/2023 |
IYW | 316,321 | $38,828 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 310,777 | $38,148 | 12/31/2023 |
IYW | 310,777 | $38,148 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 290,437 | $35,651 | 12/31/2023 |
IYW | 290,437 | $35,651 | 12/31/2023 |
AE Wealth Management LLC | 273,580 | $35,401 | 12/31/2023 |
IYW | 273,580 | $35,401 | 12/31/2023 |
Kestra Advisory Services LLC | 274,608 | $33,708 | 12/31/2023 |
IYW | 274,608 | $33,708 | 12/31/2023 |
JB Capital LLC | 270,181 | $33,165 | 12/31/2023 |
IYW | 270,181 | $33,165 | 12/31/2023 |
Prudential Financial Inc. | 268,934 | $33,012 | 12/31/2023 |
IYW | 268,934 | $33,012 | 12/31/2023 |
Two Sigma Advisers LP | 238,800 | $29,313 | 12/31/2023 |
IYW | 238,800 | $29,313 | 12/31/2023 |
Wealthsource Partners LLC | 238,192 | $29,238 | 12/31/2023 |
IYW | 238,192 | $29,238 | 12/31/2023 |
HighTower Advisors LLC | 237,481 | $29,115 | 12/31/2023 |
IYW | 237,481 | $29,115 | 12/31/2023 |
First Merchants Corp | 235,545 | $28,913 | 12/31/2023 |
IYW | 235,545 | $28,913 | 12/31/2023 |
Portfolio Strategies Inc. | 232,121 | $28,522 | 12/31/2023 |
IYW | 232,121 | $28,522 | 12/31/2023 |
Howard Capital Management Group LLC | 204,293 | $27,592 | 03/31/2024 |
IYW | 204,293 | $27,592 | 03/31/2024 |
Goldman Sachs Group Inc. | 222,222 | $27,278 | 12/31/2023 |
IYW | 222,222 | $27,278 | 12/31/2023 |
Apexium Financial LP | 199,062 | $26,885 | 03/31/2024 |
IYW | 199,062 | $26,885 | 03/31/2024 |
Cetera Advisor Networks LLC | 210,454 | $25,833 | 12/31/2023 |
IYW | 210,454 | $25,833 | 12/31/2023 |
Foundations Investment Advisors LLC | 189,161 | $24,190 | 12/31/2023 |
IYW | 189,161 | $24,190 | 12/31/2023 |
Avantax Advisory Services Inc. | 187,788 | $23,051 | 12/31/2023 |
IYW | 187,788 | $23,051 | 12/31/2023 |
Stratos Wealth Partners LTD. | 170,209 | $22,989 | 03/31/2024 |
IYW | 170,209 | $22,989 | 03/31/2024 |
Commerce Bank | 181,861 | $22,323 | 12/31/2023 |
IYW | 181,861 | $22,323 | 12/31/2023 |
Private Advisor Group LLC | 178,651 | $21,929 | 12/31/2023 |
IYW | 178,651 | $21,929 | 12/31/2023 |
Integrated Wealth Concepts LLC | 178,328 | $21,890 | 12/31/2023 |
IYW | 178,328 | $21,890 | 12/31/2023 |
Advisory Services Network LLC | 176,479 | $21,663 | 12/31/2023 |
IYW | 176,479 | $21,663 | 12/31/2023 |
Granite Bay Wealth Management LLC | 190,729 | $21,636 | 12/31/2023 |
IYW | 190,729 | $21,636 | 12/31/2023 |
Cetera Advisors LLC | 175,576 | $21,552 | 12/31/2023 |
IYW | 175,576 | $21,552 | 12/31/2023 |
Advocacy Wealth Management Services LLC | 140,908 | $19,031 | 03/31/2024 |
IYW | 140,908 | $19,031 | 03/31/2024 |
Atria Wealth Solutions Inc. | 154,828 | $19,005 | 12/31/2023 |
IYW | 154,828 | $19,005 | 12/31/2023 |
SPC Financial Inc. | 148,776 | $18,262 | 12/31/2023 |
IYW | 148,776 | $18,262 | 12/31/2023 |
Truist Financial Corp | 142,437 | $17,484 | 12/31/2023 |
IYW | 142,437 | $17,484 | 12/31/2023 |
Avid Wealth Partners LLC | 140,380 | $17,232 | 12/31/2023 |
IYW | 140,380 | $17,232 | 12/31/2023 |
Mariner LLC | 140,073 | $17,194 | 12/31/2023 |
IYW | 140,073 | $17,194 | 12/31/2023 |
Capital Investment Advisors LLC | 122,372 | $16,528 | 03/31/2024 |
IYW | 122,372 | $16,528 | 03/31/2024 |
Austin Private Wealth LLC | 121,459 | $16,369 | 03/31/2024 |
IYW | 121,459 | $16,369 | 03/31/2024 |
Stillwater Capital Advisors LLC | 119,515 | $16,142 | 03/31/2024 |
IYW | 119,515 | $16,142 | 03/31/2024 |
US Bancorp DE | 129,995 | $15,957 | 12/31/2023 |
IYW | 129,995 | $15,957 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 117,558 | $15,877 | 03/31/2024 |
IYW | 117,558 | $15,877 | 03/31/2024 |
MA Private Wealth | 125,992 | $15,465 | 12/31/2023 |
IYW | 125,992 | $15,465 | 12/31/2023 |
Atria Investments LLC | 123,518 | $15,162 | 12/31/2023 |
IYW | 123,518 | $15,162 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 121,940 | $14,969 | 12/31/2023 |
IYW | 121,940 | $14,969 | 12/31/2023 |
Thrivent Financial for Lutherans | 120,627 | $14,807 | 12/31/2023 |
IYW | 120,627 | $14,807 | 12/31/2023 |
Rockefeller Capital Management L.P. | 113,620 | $13,947 | 12/31/2023 |
IYW | 113,620 | $13,947 | 12/31/2023 |
Toroso Investments LLC | 111,508 | $13,688 | 12/31/2023 |
IYW | 111,508 | $13,688 | 12/31/2023 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 110,704 | $13,589 | 12/31/2023 |
IYW | 110,704 | $13,589 | 12/31/2023 |
Mendel Capital Management LLC | 110,286 | $13,538 | 12/31/2023 |
IYW | 110,286 | $13,538 | 12/31/2023 |
Creative Planning | 109,641 | $13,458 | 12/31/2023 |
IYW | 109,641 | $13,458 | 12/31/2023 |
Tritonpoint Wealth LLC | 107,501 | $13,196 | 12/31/2023 |
IYW | 107,501 | $13,196 | 12/31/2023 |
Horst & Graben Wealth Management LLC | 94,211 | $12,724 | 03/31/2024 |
IYW | 94,211 | $12,724 | 03/31/2024 |
First Citizens Financial Corp | 103,381 | $12,690 | 12/31/2023 |
IYW | 103,381 | $12,690 | 12/31/2023 |
Icon Wealth Advisors LLC | 102,072 | $12,529 | 12/31/2023 |
IYW | 102,072 | $12,529 | 12/31/2023 |
AdvisorNet Financial Inc | 88,463 | $11,948 | 03/31/2024 |
IYW | 88,463 | $11,948 | 03/31/2024 |
Bank of Montreal Can | 96,690 | $11,941 | 12/31/2023 |
IYW | 96,690 | $11,941 | 12/31/2023 |
Prospera Financial Services Inc | 97,214 | $11,933 | 12/31/2023 |
IYW | 97,214 | $11,933 | 12/31/2023 |
One Wealth Advisors LLC | 85,784 | $11,586 | 03/31/2024 |
IYW | 85,784 | $11,586 | 03/31/2024 |
CIBC Private Wealth Group LLC | 93,943 | $11,532 | 12/31/2023 |
IYW | 93,943 | $11,532 | 12/31/2023 |
Steel Peak Wealth Management LLC | 82,860 | $11,191 | 03/31/2024 |
IYW | 82,860 | $11,191 | 03/31/2024 |
First Horizon Advisors Inc. | 90,504 | $11,109 | 12/31/2023 |
IYW | 90,504 | $11,109 | 12/31/2023 |
Commonwealth Financial Services LLC | 89,426 | $10,977 | 12/31/2023 |
IYW | 89,426 | $10,977 | 12/31/2023 |
Change Path LLC | 89,250 | $10,956 | 12/31/2023 |
IYW | 89,250 | $10,956 | 12/31/2023 |
Perigon Wealth Management LLC | 88,574 | $10,873 | 12/31/2023 |
IYW | 88,574 | $10,873 | 12/31/2023 |
Spire Wealth Management | 84,710 | $10,845 | 12/31/2023 |
IYW | 84,710 | $10,845 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 88,343 | $10,844 | 12/31/2023 |
IYW | 88,343 | $10,844 | 12/31/2023 |
Security Financial Services INC. | 79,166 | $10,692 | 03/31/2024 |
IYW | 79,166 | $10,692 | 03/31/2024 |
Rollins Financial | 84,759 | $10,404 | 12/31/2023 |
IYW | 84,759 | $10,404 | 12/31/2023 |
Rollins Financial Advisors LLC | 84,759 | $10,404 | 12/31/2023 |
IYW | 84,759 | $10,404 | 12/31/2023 |
Brookstone Capital Management | 76,476 | $10,329 | 03/31/2024 |
IYW | 76,476 | $10,329 | 03/31/2024 |
Strategic Blueprint LLC | 75,873 | $10,247 | 03/31/2024 |
IYW | 75,873 | $10,247 | 03/31/2024 |
Buttonwood Financial Group LLC | 75,286 | $10,168 | 03/31/2024 |
IYW | 75,286 | $10,168 | 03/31/2024 |
Gries Financial LLC | 81,399 | $9,992 | 12/31/2023 |
IYW | 81,399 | $9,992 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 80,602 | $9,894 | 12/31/2023 |
IYW | 80,602 | $9,894 | 12/31/2023 |
Stonebridge Financial Planning Group LLC | 79,507 | $9,759 | 12/31/2023 |
IYW | 79,507 | $9,759 | 12/31/2023 |
High Falls Advisors Inc | 79,285 | $9,732 | 12/31/2023 |
IYW | 79,285 | $9,732 | 12/31/2023 |
Mechanics Bank Trust Department | 71,764 | $9,692 | 03/31/2024 |
IYW | 71,764 | $9,692 | 03/31/2024 |
Pettinga Financial Advisors LLC | 71,480 | $9,654 | 03/31/2024 |
IYW | 71,480 | $9,654 | 03/31/2024 |
Jane Street Group LLC | 76,545 | $9,396 | 12/31/2023 |
IYW | 76,545 | $9,396 | 12/31/2023 |
National Bank of Canada FI | 77,974 | $9,310 | 12/31/2023 |
IYW | 77,974 | $9,310 | 12/31/2023 |
Sandy Spring Bank | 74,764 | $9,177 | 12/31/2023 |
IYW | 74,764 | $9,177 | 12/31/2023 |
Sawtooth Solutions LLC | 74,300 | $9,120 | 12/31/2023 |
IYW | 74,300 | $9,120 | 12/31/2023 |
Bleakley Financial Group LLC | 74,300 | $9,120 | 12/31/2023 |
IYW | 74,300 | $9,120 | 12/31/2023 |
Sharkey Howes & Javer | 66,849 | $9,029 | 03/31/2024 |
IYW | 66,849 | $9,029 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 73,002 | $8,961 | 12/31/2023 |
IYW | 73,002 | $8,961 | 12/31/2023 |
HC Advisors LLC | 72,010 | $8,839 | 12/31/2023 |
IYW | 72,010 | $8,839 | 12/31/2023 |
CI Private Wealth LLC | 70,388 | $8,640 | 12/31/2023 |
IYW | 70,388 | $8,640 | 12/31/2023 |
Invst LLC | 66,495 | $8,638 | 12/31/2023 |
IYW | 66,495 | $8,638 | 12/31/2023 |
Ciovacco Capital Management LLC | 70,242 | $8,622 | 12/31/2023 |
IYW | 70,242 | $8,622 | 12/31/2023 |
Scarborough Advisors LLC | 68,412 | $8,398 | 12/31/2023 |
IYW | 68,412 | $8,398 | 12/31/2023 |
Berkeley Capital Partners LLC | 65,883 | $8,087 | 12/31/2023 |
IYW | 65,883 | $8,087 | 12/31/2023 |
West Wealth Group LLC | 64,329 | $7,896 | 12/31/2023 |
IYW | 64,329 | $7,896 | 12/31/2023 |
Signature Wealth Management Partners LLC | 63,929 | $7,847 | 12/31/2023 |
IYW | 63,929 | $7,847 | 12/31/2023 |
Mmbg Investment Advisors CO. | 62,290 | $7,646 | 12/31/2023 |
IYW | 62,290 | $7,646 | 12/31/2023 |
Orion Portfolio Solutions LLC | 63,040 | $7,611 | 12/31/2023 |
IYW | 63,040 | $7,611 | 12/31/2023 |
Merit Financial Group LLC | 61,611 | $7,563 | 12/31/2023 |
IYW | 61,611 | $7,563 | 12/31/2023 |
National Asset Management Inc. | 61,183 | $7,510 | 12/31/2023 |
IYW | 61,183 | $7,510 | 12/31/2023 |
Keebeck Wealth Management LLC | 60,947 | $7,481 | 12/31/2023 |
IYW | 60,947 | $7,481 | 12/31/2023 |
Lido Advisors LLC | 60,819 | $7,465 | 12/31/2023 |
IYW | 60,819 | $7,465 | 12/31/2023 |
Amundi | 61,153 | $7,407 | 12/31/2023 |
IYW | 61,153 | $7,407 | 12/31/2023 |
Liberty Wealth Management LLC | 58,352 | $7,160 | 12/31/2023 |
IYW | 58,352 | $7,160 | 12/31/2023 |
Migdal Insurance & Financial Holdings Ltd. | 58,091 | $7,133 | 12/31/2023 |
IYW | 58,091 | $7,133 | 12/31/2023 |
Farther Finance Advisors LLC | 58,084 | $7,130 | 12/31/2023 |
IYW | 58,084 | $7,130 | 12/31/2023 |
Cypress Wealth Services LLC | 52,492 | $7,090 | 03/31/2024 |
IYW | 52,492 | $7,090 | 03/31/2024 |
Spectrum Wealth Counsel LLC | 56,945 | $6,990 | 12/31/2023 |
IYW | 56,945 | $6,990 | 12/31/2023 |
Cadent Capital Advisors LLC | 51,387 | $6,940 | 03/31/2024 |
IYW | 51,387 | $6,940 | 03/31/2024 |
Huntington National Bank | 55,506 | $6,813 | 12/31/2023 |
IYW | 55,506 | $6,813 | 12/31/2023 |
Townsquare Capital LLC | 55,237 | $6,780 | 12/31/2023 |
IYW | 55,237 | $6,780 | 12/31/2023 |
Pathstone Holdings LLC | 55,082 | $6,761 | 12/31/2023 |
IYW | 55,082 | $6,761 | 12/31/2023 |
Kickstand Ventures LLC. | 54,508 | $6,691 | 12/31/2023 |
IYW | 54,508 | $6,691 | 12/31/2023 |
ONE Advisory Partners LLC | 49,361 | $6,667 | 03/31/2024 |
IYW | 49,361 | $6,667 | 03/31/2024 |
Summit X LLC | 54,093 | $6,635 | 12/31/2023 |
IYW | 54,093 | $6,635 | 12/31/2023 |
Financial Life Advisors | 49,083 | $6,629 | 03/31/2024 |
IYW | 49,083 | $6,629 | 03/31/2024 |
Focus Financial Network Inc. ADV | 53,752 | $6,598 | 12/31/2023 |
IYW | 53,752 | $6,598 | 12/31/2023 |
UMA Financial Services Inc. | 49,396 | $6,490 | 03/31/2024 |
IYW | 49,396 | $6,490 | 03/31/2024 |
BCJ Capital Management LLC | 52,559 | $6,452 | 12/31/2023 |
IYW | 52,559 | $6,452 | 12/31/2023 |
Benchmark Investment Advisors LLC | 52,559 | $6,452 | 12/31/2023 |
IYW | 52,559 | $6,452 | 12/31/2023 |
Perkins Coie Trust Co | 46,904 | $6,335 | 03/31/2024 |
IYW | 46,904 | $6,335 | 03/31/2024 |
Wealth Alliance | 50,890 | $6,247 | 12/31/2023 |
IYW | 50,890 | $6,247 | 12/31/2023 |
Connectus Wealth LLC | 50,838 | $6,246 | 12/31/2023 |
IYW | 50,838 | $6,246 | 12/31/2023 |
Ronald Blue Trust Inc. | 50,879 | $6,245 | 12/31/2023 |
IYW | 50,879 | $6,245 | 12/31/2023 |
Cary Street Partners Asset Management LLC | 50,720 | $6,226 | 12/31/2023 |
IYW | 50,720 | $6,226 | 12/31/2023 |
Canada Pension Plan Investment Board | 50,000 | $6,138 | 12/31/2023 |
IYW | 50,000 | $6,138 | 12/31/2023 |
Crown Wealth Group LLC | 49,466 | $6,072 | 12/31/2023 |
IYW | 49,466 | $6,072 | 12/31/2023 |
Keystone Financial Services | 48,995 | $6,014 | 12/31/2023 |
IYW | 48,995 | $6,014 | 12/31/2023 |
Stone House Investment Management LLC | 48,384 | $5,939 | 12/31/2023 |
IYW | 48,384 | $5,939 | 12/31/2023 |
J.Safra Asset Management Corp | 47,904 | $5,880 | 12/31/2023 |
IYW | 47,904 | $5,880 | 12/31/2023 |
TNF LLC | 44,316 | $5,797 | 12/31/2023 |
IYW | 44,316 | $5,797 | 12/31/2023 |
Comerica Bank | 47,159 | $5,789 | 12/31/2023 |
IYW | 47,159 | $5,789 | 12/31/2023 |
Fifth Third Securities Inc. | 42,859 | $5,788 | 03/31/2024 |
IYW | 42,859 | $5,788 | 03/31/2024 |
Concurrent Investment Advisors LLC | 46,434 | $5,700 | 12/31/2023 |
IYW | 46,434 | $5,700 | 12/31/2023 |
Perennial Investment Advisors LLC | 46,366 | $5,696 | 12/31/2023 |
IYW | 46,366 | $5,696 | 12/31/2023 |
TSA Wealth Managment LLC | 46,092 | $5,658 | 12/31/2023 |
IYW | 46,092 | $5,658 | 12/31/2023 |
Russell Investments Group Ltd. | 45,770 | $5,618 | 12/31/2023 |
IYW | 45,770 | $5,618 | 12/31/2023 |
Essex LLC | 44,650 | $5,481 | 12/31/2023 |
IYW | 44,650 | $5,481 | 12/31/2023 |
KWB Wealth | 40,346 | $5,449 | 03/31/2024 |
IYW | 40,346 | $5,449 | 03/31/2024 |
Johnson Investment Counsel Inc. | 44,388 | $5,449 | 12/31/2023 |
IYW | 44,388 | $5,449 | 12/31/2023 |
Richard P Slaughter Associates Inc | 40,235 | $5,434 | 03/31/2024 |
IYW | 40,235 | $5,434 | 03/31/2024 |
Cottonwood Capital Advisors LLC | 44,051 | $5,407 | 12/31/2023 |
IYW | 44,051 | $5,407 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 43,806 | $5,377 | 12/31/2023 |
IYW | 43,806 | $5,377 | 12/31/2023 |
Apollon Wealth Management LLC | 43,687 | $5,363 | 12/31/2023 |
IYW | 43,687 | $5,363 | 12/31/2023 |
Signify Wealth | 43,667 | $5,360 | 12/31/2023 |
IYW | 43,667 | $5,360 | 12/31/2023 |
Pittenger & Anderson Inc. | 43,140 | $5,295 | 12/31/2023 |
IYW | 43,140 | $5,295 | 12/31/2023 |
Day & Ennis LLC | 43,020 | $5,281 | 12/31/2023 |
IYW | 43,020 | $5,281 | 12/31/2023 |
Scotia Capital Inc. | 42,768 | $5,249 | 12/31/2023 |
IYW | 42,768 | $5,249 | 12/31/2023 |
Proequities Inc. | 42,666 | $5,237 | 12/31/2023 |
IYW | 42,666 | $5,237 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 42,360 | $5,200 | 12/31/2023 |
IYW | 42,360 | $5,200 | 12/31/2023 |
Simmons Bank | 42,311 | $5,194 | 12/31/2023 |
IYW | 42,311 | $5,194 | 12/31/2023 |
Jackson Wealth Management LLC | 42,170 | $5,176 | 12/31/2023 |
IYW | 42,170 | $5,176 | 12/31/2023 |
Legacy Financial Group LLC | 38,214 | $5,161 | 03/31/2024 |
IYW | 38,214 | $5,161 | 03/31/2024 |
Snowden Capital Advisors LLC | 41,721 | $5,121 | 12/31/2023 |
IYW | 41,721 | $5,121 | 12/31/2023 |
FMR LLC | 41,633 | $5,110 | 12/31/2023 |
IYW | 41,633 | $5,110 | 12/31/2023 |
Mutual Advisors LLC | 40,774 | $5,005 | 12/31/2023 |
IYW | 40,774 | $5,005 | 12/31/2023 |
RFG Advisory LLC | 36,893 | $4,983 | 03/31/2024 |
IYW | 36,893 | $4,983 | 03/31/2024 |
Baird Financial Group Inc. | 40,547 | $4,977 | 12/31/2023 |
IYW | 40,547 | $4,977 | 12/31/2023 |
SSI Investment Management LLC | 39,817 | $4,888 | 12/31/2023 |
IYW | 39,817 | $4,888 | 12/31/2023 |
Pinkerton Retirement Specialists LLC | 39,498 | $4,848 | 12/31/2023 |
IYW | 39,498 | $4,848 | 12/31/2023 |
Northern Trust Corp | 39,121 | $4,802 | 12/31/2023 |
IYW | 39,121 | $4,802 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 38,992 | $4,786 | 12/31/2023 |
IYW | 38,992 | $4,786 | 12/31/2023 |
WCG Wealth Advisors LLC | 38,457 | $4,721 | 12/31/2023 |
IYW | 38,457 | $4,721 | 12/31/2023 |
PAX Financial Group LLC | 34,915 | $4,625 | 12/31/2023 |
IYW | 34,915 | $4,625 | 12/31/2023 |
M&T Bank Corp | 37,518 | $4,605 | 12/31/2023 |
IYW | 37,518 | $4,605 | 12/31/2023 |
Staley Capital Advisers Inc. | 37,300 | $4,579 | 12/31/2023 |
IYW | 37,300 | $4,579 | 12/31/2023 |
WealthBridge Capital Management LLC | 37,264 | $4,574 | 12/31/2023 |
IYW | 37,264 | $4,574 | 12/31/2023 |
TRUE Private Wealth Advisors | 37,209 | $4,567 | 12/31/2023 |
IYW | 37,209 | $4,567 | 12/31/2023 |
Apeiron RIA LLC | 33,742 | $4,557 | 03/31/2024 |
IYW | 33,742 | $4,557 | 03/31/2024 |
Camden Capital LLC | 36,961 | $4,537 | 12/31/2023 |
IYW | 36,961 | $4,537 | 12/31/2023 |
Clear Creek Financial Management LLC | 36,847 | $4,523 | 12/31/2023 |
IYW | 36,847 | $4,523 | 12/31/2023 |
Concentric Wealth Management LLC | 36,617 | $4,495 | 12/31/2023 |
IYW | 36,617 | $4,495 | 12/31/2023 |
Regal Investment Advisors LLC | 36,213 | $4,445 | 12/31/2023 |
IYW | 36,213 | $4,445 | 12/31/2023 |
Banco Bilbao Vizcaya Argentaria S.A. | 35,979 | $4,416 | 12/31/2023 |
IYW | 35,979 | $4,416 | 12/31/2023 |
EverSource Wealth Advisors LLC | 35,353 | $4,340 | 12/31/2023 |
IYW | 35,353 | $4,340 | 12/31/2023 |
Carnegie Capital Asset Management LLC | 34,681 | $4,257 | 12/31/2023 |
IYW | 34,681 | $4,257 | 12/31/2023 |
Pettyjohn Wood & White Inc. | 33,930 | $4,165 | 12/31/2023 |
IYW | 33,930 | $4,165 | 12/31/2023 |
Cardinal Strategic Wealth Guidance | 33,220 | $4,078 | 12/31/2023 |
IYW | 33,220 | $4,078 | 12/31/2023 |
Founders Financial Securities LLC | 30,057 | $4,059 | 03/31/2024 |
IYW | 30,057 | $4,059 | 03/31/2024 |
Montecito Bank & Trust | 29,554 | $3,992 | 03/31/2024 |
IYW | 29,554 | $3,992 | 03/31/2024 |
Ascent Group LLC | 29,869 | $3,985 | 12/31/2023 |
IYW | 29,869 | $3,985 | 12/31/2023 |
Forte Asset Management LLC | 32,043 | $3,933 | 12/31/2023 |
IYW | 32,043 | $3,933 | 12/31/2023 |
EWG Elevate Inc. | 28,000 | $3,782 | 03/31/2024 |
IYW | 28,000 | $3,782 | 03/31/2024 |
Ferguson Wellman Capital Management Inc. | 27,885 | $3,766 | 03/31/2024 |
IYW | 27,885 | $3,766 | 03/31/2024 |
Maia Wealth LLC | 30,660 | $3,763 | 12/31/2023 |
IYW | 30,660 | $3,763 | 12/31/2023 |
Tactive Advisors LLC | 30,640 | $3,761 | 12/31/2023 |
IYW | 30,640 | $3,761 | 12/31/2023 |
One Capital Management LLC | 30,497 | $3,744 | 12/31/2023 |
IYW | 30,497 | $3,744 | 12/31/2023 |
Bay Harbor Wealth Management LLC | 27,681 | $3,739 | 03/31/2024 |
IYW | 27,681 | $3,739 | 03/31/2024 |
JNB Advisors LLC | 30,310 | $3,721 | 12/31/2023 |
IYW | 30,310 | $3,721 | 12/31/2023 |
Cobblestone Asset Management LLC | 27,504 | $3,715 | 03/31/2024 |
IYW | 27,504 | $3,715 | 03/31/2024 |
Sowell Financial Services LLC | 29,761 | $3,653 | 12/31/2023 |
IYW | 29,761 | $3,653 | 12/31/2023 |
RSM US Wealth Management LLC | 29,739 | $3,650 | 12/31/2023 |
IYW | 29,739 | $3,650 | 12/31/2023 |
Financial Management Professionals Inc. | 26,974 | $3,643 | 03/31/2024 |
IYW | 26,974 | $3,643 | 03/31/2024 |
WBH Advisory Inc. | 26,947 | $3,639 | 03/31/2024 |
IYW | 26,947 | $3,639 | 03/31/2024 |
Forthright Family Wealth Advisory LLC | 29,169 | $3,580 | 12/31/2023 |
IYW | 29,169 | $3,580 | 12/31/2023 |
IFG Advisory LLC | 28,904 | $3,548 | 12/31/2023 |
IYW | 28,904 | $3,548 | 12/31/2023 |
Madrona Financial Services LLC | 25,631 | $3,462 | 03/31/2024 |
IYW | 25,631 | $3,462 | 03/31/2024 |
Jaffetilchin Investment Partners LLC | 27,937 | $3,429 | 12/31/2023 |
IYW | 27,937 | $3,429 | 12/31/2023 |
Bartlett & Co. LLC | 27,678 | $3,413 | 12/31/2023 |
IYW | 27,678 | $3,413 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 27,678 | $3,413 | 12/31/2023 |
IYW | 27,678 | $3,413 | 12/31/2023 |
Country Club Bank GFN | 27,337 | $3,371 | 12/31/2023 |
IYW | 27,337 | $3,371 | 12/31/2023 |
Parallel Advisors LLC | 27,386 | $3,362 | 12/31/2023 |
IYW | 27,386 | $3,362 | 12/31/2023 |
Csenge Advisory Group | 27,357 | $3,358 | 12/31/2023 |
IYW | 27,357 | $3,358 | 12/31/2023 |
DT Investment Partners LLC | 25,800 | $3,346 | 12/31/2023 |
IYW | 25,800 | $3,346 | 12/31/2023 |
WealthShield Partners LLC | 27,164 | $3,334 | 12/31/2023 |
IYW | 27,164 | $3,334 | 12/31/2023 |
CIBC World Markets Inc. | 26,768 | $3,286 | 12/31/2023 |
IYW | 26,768 | $3,286 | 12/31/2023 |
Swmg LLC | 26,657 | $3,272 | 12/31/2023 |
IYW | 26,657 | $3,272 | 12/31/2023 |
Sunbelt Securities Inc. | 24,184 | $3,266 | 03/31/2024 |
IYW | 24,184 | $3,266 | 03/31/2024 |
Atomi Financial Group Inc. | 25,729 | $3,158 | 12/31/2023 |
IYW | 25,729 | $3,158 | 12/31/2023 |
Peapack Gladstone Financial Corp | 24,918 | $3,058 | 12/31/2023 |
IYW | 24,918 | $3,058 | 12/31/2023 |
Gilliland Jeter Wealth Management LLC | 24,653 | $3,026 | 12/31/2023 |
IYW | 24,653 | $3,026 | 12/31/2023 |
We Are One Seven LLC | 24,616 | $3,022 | 12/31/2023 |
IYW | 24,616 | $3,022 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 24,454 | $3,002 | 12/31/2023 |
IYW | 24,454 | $3,002 | 12/31/2023 |
Acropolis Investment Management LLC | 22,207 | $2,999 | 03/31/2024 |
IYW | 22,207 | $2,999 | 03/31/2024 |
Derbend Asset Management | 24,094 | $2,958 | 12/31/2023 |
IYW | 24,094 | $2,958 | 12/31/2023 |
One Wealth Management Investment & Advisory Services LLC | 23,384 | $2,870 | 12/31/2023 |
IYW | 23,384 | $2,870 | 12/31/2023 |
Laidlaw Wealth Management LLC | 23,277 | $2,857 | 12/31/2023 |
IYW | 23,277 | $2,857 | 12/31/2023 |
Blair William & Co. IL | 23,224 | $2,851 | 12/31/2023 |
IYW | 23,224 | $2,851 | 12/31/2023 |
Cerity Partners LLC | 23,119 | $2,838 | 12/31/2023 |
IYW | 23,119 | $2,838 | 12/31/2023 |
AdvisorShares Investments LLC | 23,100 | $2,836 | 12/31/2023 |
IYW | 23,100 | $2,836 | 12/31/2023 |
Rathbone Brothers plc | 23,028 | $2,827 | 12/31/2023 |
IYW | 23,028 | $2,827 | 12/31/2023 |
CoreCap Advisors LLC | 23,025 | $2,826 | 12/31/2023 |
IYW | 23,025 | $2,826 | 12/31/2023 |
JustInvest LLC | 22,790 | $2,797 | 12/31/2023 |
IYW | 22,790 | $2,797 | 12/31/2023 |
Ameritas Advisory Services LLC | 21,184 | $2,771 | 12/31/2023 |
IYW | 21,184 | $2,771 | 12/31/2023 |
Harbour Investments Inc. | 22,562 | $2,769 | 12/31/2023 |
IYW | 22,562 | $2,769 | 12/31/2023 |
Connecticut Wealth Management LLC | 22,128 | $2,716 | 12/31/2023 |
IYW | 22,128 | $2,716 | 12/31/2023 |
Financial Counselors Inc. | 22,108 | $2,714 | 12/31/2023 |
IYW | 22,108 | $2,714 | 12/31/2023 |
SigFig Wealth Management LLC | 22,078 | $2,710 | 12/31/2023 |
IYW | 22,078 | $2,710 | 12/31/2023 |
Clifford Swan Investment Counsel LLC | 20,000 | $2,701 | 03/31/2024 |
IYW | 20,000 | $2,701 | 03/31/2024 |
Mayflower Financial Advisors LLC | 21,491 | $2,638 | 12/31/2023 |
IYW | 21,491 | $2,638 | 12/31/2023 |
Condor Capital Management | 21,440 | $2,632 | 12/31/2023 |
IYW | 21,440 | $2,632 | 12/31/2023 |
Maxwell Wealth Strategies Inc. | 21,414 | $2,629 | 12/31/2023 |
IYW | 21,414 | $2,629 | 12/31/2023 |
Counterweight Ventures LLC | 21,318 | $2,617 | 12/31/2023 |
IYW | 21,318 | $2,617 | 12/31/2023 |
Northeast Financial Consultants Inc | 21,310 | $2,616 | 12/31/2023 |
IYW | 21,310 | $2,616 | 12/31/2023 |
ShoreHaven Wealth Partners LLC | 21,240 | $2,607 | 12/31/2023 |
IYW | 21,240 | $2,607 | 12/31/2023 |
Citigroup Inc. | 21,076 | $2,587 | 12/31/2023 |
IYW | 21,076 | $2,587 | 12/31/2023 |
Baystate Wealth Management LLC | 20,971 | $2,574 | 12/31/2023 |
IYW | 20,971 | $2,574 | 12/31/2023 |
Sontag Advisory LLC | 20,808 | $2,554 | 12/31/2023 |
IYW | 20,808 | $2,554 | 12/31/2023 |
Stephens Inc. AR | 20,773 | $2,550 | 12/31/2023 |
IYW | 20,773 | $2,550 | 12/31/2023 |
First Hawaiian Bank | 18,859 | $2,547 | 03/31/2024 |
IYW | 18,859 | $2,547 | 03/31/2024 |
Ieq Capital LLC | 20,678 | $2,538 | 12/31/2023 |
IYW | 20,678 | $2,538 | 12/31/2023 |
My Legacy Advisors LLC | 20,658 | $2,537 | 12/31/2023 |
IYW | 20,658 | $2,537 | 12/31/2023 |
Stratos Wealth Advisors LLC | 18,733 | $2,530 | 03/31/2024 |
IYW | 18,733 | $2,530 | 03/31/2024 |
KKM Financial LLC | 20,539 | $2,521 | 12/31/2023 |
IYW | 20,539 | $2,521 | 12/31/2023 |
IHT Wealth Management LLC | 20,533 | $2,520 | 12/31/2023 |
IYW | 20,533 | $2,520 | 12/31/2023 |
Nwam LLC | 20,322 | $2,495 | 12/31/2023 |
IYW | 20,322 | $2,495 | 12/31/2023 |
Matthew Goff Investment Advisor LLC | 18,284 | $2,469 | 03/31/2024 |
IYW | 18,284 | $2,469 | 03/31/2024 |
Parsons Capital Management Inc. RI | 18,277 | $2,468 | 03/31/2024 |
IYW | 18,277 | $2,468 | 03/31/2024 |
Keybank National Association OH | 20,050 | $2,461 | 12/31/2023 |
IYW | 20,050 | $2,461 | 12/31/2023 |
Claudia M.P. Batlle CRP R LLC | 20,029 | $2,459 | 12/31/2023 |
IYW | 20,029 | $2,459 | 12/31/2023 |
MAI Capital Management | 19,904 | $2,443 | 12/31/2023 |
IYW | 19,904 | $2,443 | 12/31/2023 |
Beacon Financial Group | 19,665 | $2,414 | 12/31/2023 |
IYW | 19,665 | $2,414 | 12/31/2023 |
STA Wealth Management LLC | 19,091 | $2,343 | 12/31/2023 |
IYW | 19,091 | $2,343 | 12/31/2023 |
Firethorn Wealth Partners LLC | 17,121 | $2,312 | 03/31/2024 |
IYW | 17,121 | $2,312 | 03/31/2024 |
Renaissance Technologies LLC | 18,800 | $2,308 | 12/31/2023 |
IYW | 18,800 | $2,308 | 12/31/2023 |
Cresset Asset Management LLC | 18,740 | $2,300 | 12/31/2023 |
IYW | 18,740 | $2,300 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 18,684 | $2,293 | 12/31/2023 |
IYW | 18,684 | $2,293 | 12/31/2023 |
Pinnacle Associates Ltd. | 18,618 | $2,285 | 12/31/2023 |
IYW | 18,618 | $2,285 | 12/31/2023 |
Haverford Trust Co. | 18,555 | $2,278 | 12/31/2023 |
IYW | 18,555 | $2,278 | 12/31/2023 |
Tradition Wealth Management LLC | 18,542 | $2,276 | 12/31/2023 |
IYW | 18,542 | $2,276 | 12/31/2023 |
Kestra Private Wealth Services LLC | 18,518 | $2,273 | 12/31/2023 |
IYW | 18,518 | $2,273 | 12/31/2023 |
Mount Yale Investment Advisors LLC | 18,383 | $2,256 | 12/31/2023 |
IYW | 18,383 | $2,256 | 12/31/2023 |
First United Bank Trust | 18,204 | $2,235 | 12/31/2023 |
IYW | 18,204 | $2,235 | 12/31/2023 |
IFP Advisors Inc | 18,195 | $2,234 | 12/31/2023 |
IYW | 18,195 | $2,234 | 12/31/2023 |
Tempus Wealth Planning LLC | 16,509 | $2,230 | 03/31/2024 |
IYW | 16,509 | $2,230 | 03/31/2024 |
Dynamic Advisor Solutions LLC | 16,366 | $2,210 | 03/31/2024 |
IYW | 16,366 | $2,210 | 03/31/2024 |
Laurel Wealth Advisors LLC | 17,877 | $2,194 | 12/31/2023 |
IYW | 17,877 | $2,194 | 12/31/2023 |
Ayalon Holdings Ltd. | 16,230 | $2,192 | 03/31/2024 |
IYW | 16,230 | $2,192 | 03/31/2024 |
Capital Advisory Group Advisory Services LLC | 16,229 | $2,192 | 03/31/2024 |
IYW | 16,229 | $2,192 | 03/31/2024 |
The Manufacturers Life Insurance Company | 17,844 | $2,190 | 12/31/2023 |
IYW | 17,844 | $2,190 | 12/31/2023 |
Duncker Streett & Co. Inc. | 16,210 | $2,189 | 03/31/2024 |
IYW | 16,210 | $2,189 | 03/31/2024 |
Private Trust Co. NA | 17,802 | $2,185 | 12/31/2023 |
IYW | 17,802 | $2,185 | 12/31/2023 |
Shared Vision Wealth Group LLC | 17,664 | $2,168 | 12/31/2023 |
IYW | 17,664 | $2,168 | 12/31/2023 |
Elwood & Goetz Wealth Advisory Group LLC | 15,750 | $2,127 | 03/31/2024 |
IYW | 15,750 | $2,127 | 03/31/2024 |
New Potomac Partners LLC | 17,283 | $2,121 | 12/31/2023 |
IYW | 17,283 | $2,121 | 12/31/2023 |
Glenview Trust Co | 16,867 | $2,070 | 12/31/2023 |
IYW | 16,867 | $2,070 | 12/31/2023 |
Hoxton Planning & Management LLC | 15,314 | $2,068 | 03/31/2024 |
IYW | 15,314 | $2,068 | 03/31/2024 |
Leeward Financial Partners LLC | 15,302 | $2,067 | 03/31/2024 |
IYW | 15,302 | $2,067 | 03/31/2024 |
PFG Investments LLC | 15,264 | $2,062 | 03/31/2024 |
IYW | 15,264 | $2,062 | 03/31/2024 |
Morningstar Investment Services LLC | 16,698 | $2,059 | 12/31/2023 |
IYW | 16,698 | $2,059 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 16,664 | $2,045 | 12/31/2023 |
IYW | 16,664 | $2,045 | 12/31/2023 |
Raymond James Trust N.A. | 16,510 | $2,027 | 12/31/2023 |
IYW | 16,510 | $2,027 | 12/31/2023 |
Conservest Capital Advisors Inc. | 16,420 | $2,016 | 12/31/2023 |
IYW | 16,420 | $2,016 | 12/31/2023 |
True Vision MN LLC | 16,426 | $2,016 | 12/31/2023 |
IYW | 16,426 | $2,016 | 12/31/2023 |
Lwmg LLC | 16,393 | $2,012 | 12/31/2023 |
IYW | 16,393 | $2,012 | 12/31/2023 |
Adell Harriman & Carpenter Inc. | 16,250 | $1,995 | 12/31/2023 |
IYW | 16,250 | $1,995 | 12/31/2023 |
Market Street Wealth Management Advisors LLC | 14,717 | $1,988 | 03/31/2024 |
IYW | 14,717 | $1,988 | 03/31/2024 |
Assetmark Inc. | 16,122 | $1,979 | 12/31/2023 |
IYW | 16,122 | $1,979 | 12/31/2023 |
Spectrum Planning & Advisory Services Inc. | 16,071 | $1,973 | 12/31/2023 |
IYW | 16,071 | $1,973 | 12/31/2023 |
Beacon Bridge Wealth Partners LLC | 16,012 | $1,965 | 12/31/2023 |
IYW | 16,012 | $1,965 | 12/31/2023 |
Trustmark National Bank Trust Department | 15,719 | $1,930 | 12/31/2023 |
IYW | 15,719 | $1,930 | 12/31/2023 |
Mosley Wealth Management | 14,085 | $1,902 | 03/31/2024 |
IYW | 14,085 | $1,902 | 03/31/2024 |
Lantz Financial LLC | 14,033 | $1,895 | 03/31/2024 |
IYW | 14,033 | $1,895 | 03/31/2024 |
Pallas Capital Advisors LLC | 13,954 | $1,885 | 03/31/2024 |
IYW | 13,954 | $1,885 | 03/31/2024 |
LVW Advisors LLC | 13,870 | $1,873 | 03/31/2024 |
IYW | 13,870 | $1,873 | 03/31/2024 |
BNP Paribas Arbitrage SA | 15,133 | $1,858 | 12/31/2023 |
IYW | 15,133 | $1,858 | 12/31/2023 |
J.W. Cole Advisors Inc. | 15,129 | $1,857 | 12/31/2023 |
IYW | 15,129 | $1,857 | 12/31/2023 |
Provence Wealth Management Group | 15,025 | $1,844 | 12/31/2023 |
IYW | 15,025 | $1,844 | 12/31/2023 |
LongView Wealth Management | 13,569 | $1,833 | 03/31/2024 |
IYW | 13,569 | $1,833 | 03/31/2024 |
Brown Advisory Inc. | 14,933 | $1,833 | 12/31/2023 |
IYW | 14,933 | $1,833 | 12/31/2023 |
Terra Nova Asset Management LLC | 14,815 | $1,819 | 12/31/2023 |
IYW | 14,815 | $1,819 | 12/31/2023 |
Keystone Wealth Services LLC | 13,254 | $1,790 | 03/31/2024 |
IYW | 13,254 | $1,790 | 03/31/2024 |
Joel Isaacson & Co. LLC | 14,558 | $1,787 | 12/31/2023 |
IYW | 14,558 | $1,787 | 12/31/2023 |
EQ LLC | 14,545 | $1,785 | 12/31/2023 |
IYW | 14,545 | $1,785 | 12/31/2023 |
Equitable Holdings Inc. | 14,485 | $1,778 | 12/31/2023 |
IYW | 14,485 | $1,778 | 12/31/2023 |
HB Wealth Management LLC | 14,395 | $1,767 | 12/31/2023 |
IYW | 14,395 | $1,767 | 12/31/2023 |
Dfpg Investments LLC | 14,876 | $1,760 | 12/31/2023 |
IYW | 14,876 | $1,760 | 12/31/2023 |
FFG Retirement Advisors LLC | 14,259 | $1,750 | 12/31/2023 |
IYW | 14,259 | $1,750 | 12/31/2023 |
W Advisors LLC | 14,237 | $1,748 | 12/31/2023 |
IYW | 14,237 | $1,748 | 12/31/2023 |
Roof Eidam & Maycock ADV | 14,165 | $1,739 | 12/31/2023 |
IYW | 14,165 | $1,739 | 12/31/2023 |
Signal Advisors Wealth LLC | 12,828 | $1,733 | 03/31/2024 |
IYW | 12,828 | $1,733 | 03/31/2024 |
Navellier & Associates Inc | 14,098 | $1,731 | 12/31/2023 |
IYW | 14,098 | $1,731 | 12/31/2023 |
Stock Yards Bank & Trust Co. | 13,872 | $1,703 | 12/31/2023 |
IYW | 13,872 | $1,703 | 12/31/2023 |
Principle Wealth Partners LLC | 12,592 | $1,701 | 03/31/2024 |
IYW | 12,592 | $1,701 | 03/31/2024 |
Patton Albertson Miller Group LLC | 13,855 | $1,701 | 12/31/2023 |
IYW | 13,855 | $1,701 | 12/31/2023 |
Global Retirement Partners LLC | 12,524 | $1,692 | 03/31/2024 |
IYW | 12,524 | $1,692 | 03/31/2024 |
Legacy Private Trust Co. | 12,396 | $1,674 | 03/31/2024 |
IYW | 12,396 | $1,674 | 03/31/2024 |
AlphaMark Advisors LLC | 12,347 | $1,668 | 03/31/2024 |
IYW | 12,347 | $1,668 | 03/31/2024 |
Absolute Capital Management LLC | 13,463 | $1,653 | 12/31/2023 |
IYW | 13,463 | $1,653 | 12/31/2023 |
Western Wealth Management LLC | 13,460 | $1,652 | 12/31/2023 |
IYW | 13,460 | $1,652 | 12/31/2023 |
Aurora Private Wealth Inc. | 12,151 | $1,646 | 03/31/2024 |
IYW | 12,151 | $1,646 | 03/31/2024 |
Fort Washington Investment Advisors Inc. OH | 13,372 | $1,641 | 12/31/2023 |
IYW | 13,372 | $1,641 | 12/31/2023 |
Sigma Planning Corp | 13,289 | $1,631 | 12/31/2023 |
IYW | 13,289 | $1,631 | 12/31/2023 |
Fort Point Capital Partners LLC | 13,284 | $1,631 | 12/31/2023 |
IYW | 13,284 | $1,631 | 12/31/2023 |
Allworth Financial LP | 13,226 | $1,624 | 12/31/2023 |
IYW | 13,226 | $1,624 | 12/31/2023 |
Pinnacle Family Advisors LLC | 13,134 | $1,612 | 12/31/2023 |
IYW | 13,134 | $1,612 | 12/31/2023 |
Waddell & Associates LLC | 13,090 | $1,607 | 12/31/2023 |
IYW | 13,090 | $1,607 | 12/31/2023 |
Montz Harcus Wealth Management LLC | 13,031 | $1,600 | 12/31/2023 |
IYW | 13,031 | $1,600 | 12/31/2023 |
Financial Perspectives Inc | 11,836 | $1,599 | 03/31/2024 |
IYW | 11,836 | $1,599 | 03/31/2024 |
D.A. Davidson & CO. | 12,984 | $1,594 | 12/31/2023 |
IYW | 12,984 | $1,594 | 12/31/2023 |
Centurion Wealth Management LLC | 12,912 | $1,585 | 12/31/2023 |
IYW | 12,912 | $1,585 | 12/31/2023 |
Westwood Wealth Management | 12,885 | $1,582 | 12/31/2023 |
IYW | 12,885 | $1,582 | 12/31/2023 |
Vertex Planning Partners LLC | 12,704 | $1,559 | 12/31/2023 |
IYW | 12,704 | $1,559 | 12/31/2023 |
Visionary Wealth Advisors | 12,687 | $1,557 | 12/31/2023 |
IYW | 12,687 | $1,557 | 12/31/2023 |
Patriot Financial Group Insurance Agency LLC | 12,644 | $1,552 | 12/31/2023 |
IYW | 12,644 | $1,552 | 12/31/2023 |
Bordeaux Wealth Advisors LLC | 12,600 | $1,547 | 12/31/2023 |
IYW | 12,600 | $1,547 | 12/31/2023 |
Robertson Stephens Wealth Management LLC | 12,449 | $1,528 | 12/31/2023 |
IYW | 12,449 | $1,528 | 12/31/2023 |
GeoWealth Management LLC | 12,405 | $1,522 | 12/31/2023 |
IYW | 12,405 | $1,522 | 12/31/2023 |
Simplicity Wealth LLC | 12,173 | $1,494 | 12/31/2023 |
IYW | 12,173 | $1,494 | 12/31/2023 |
Centaurus Financial Inc. | 12,112 | $1,487 | 12/31/2023 |
IYW | 12,112 | $1,487 | 12/31/2023 |
Nikulski Financial Inc. | 10,967 | $1,481 | 03/31/2024 |
IYW | 10,967 | $1,481 | 03/31/2024 |
Carret Asset Management LLC | 10,961 | $1,480 | 03/31/2024 |
IYW | 10,961 | $1,480 | 03/31/2024 |
Venturi Wealth Management LLC | 10,871 | $1,468 | 03/31/2024 |
IYW | 10,871 | $1,468 | 03/31/2024 |
Bragg Financial Advisors Inc | 11,959 | $1,468 | 12/31/2023 |
IYW | 11,959 | $1,468 | 12/31/2023 |
Moloney Securities Asset Management LLC | 11,938 | $1,465 | 12/31/2023 |
IYW | 11,938 | $1,465 | 12/31/2023 |
Aurum Wealth Management Group LLC | 10,837 | $1,464 | 03/31/2024 |
IYW | 10,837 | $1,464 | 03/31/2024 |
Principal Securities Inc. | 11,861 | $1,456 | 12/31/2023 |
IYW | 11,861 | $1,456 | 12/31/2023 |
Balboa Wealth Partners | 11,814 | $1,450 | 12/31/2023 |
IYW | 11,814 | $1,450 | 12/31/2023 |
Clarus Wealth Advisors | 10,852 | $1,448 | 03/31/2024 |
IYW | 10,852 | $1,448 | 03/31/2024 |
Lincoln National Corp | 11,752 | $1,443 | 12/31/2023 |
IYW | 11,752 | $1,443 | 12/31/2023 |
Graves Light Private Wealth Management Inc. | 11,684 | $1,434 | 12/31/2023 |
IYW | 11,684 | $1,434 | 12/31/2023 |
Valmark Advisers Inc. | 11,644 | $1,429 | 12/31/2023 |
IYW | 11,644 | $1,429 | 12/31/2023 |
Ballew Advisors Inc | 10,690 | $1,427 | 03/31/2024 |
IYW | 10,690 | $1,427 | 03/31/2024 |
Atmos Capital Gestao DE Recursos LTDA. | 11,558 | $1,419 | 12/31/2023 |
IYW | 11,558 | $1,419 | 12/31/2023 |
Sonata Capital Group Inc. | 11,460 | $1,407 | 12/31/2023 |
IYW | 11,460 | $1,407 | 12/31/2023 |
Howard Capital Management Inc. | 11,439 | $1,404 | 12/31/2023 |
IYW | 11,439 | $1,404 | 12/31/2023 |
Maltin Wealth Management Inc. | 10,351 | $1,398 | 03/31/2024 |
IYW | 10,351 | $1,398 | 03/31/2024 |
Charter Oak Capital Management LLC | 10,353 | $1,398 | 03/31/2024 |
IYW | 10,353 | $1,398 | 03/31/2024 |
Transamerica Financial Advisors Inc. | 11,361 | $1,395 | 12/31/2023 |
IYW | 11,361 | $1,395 | 12/31/2023 |
Source Financial Advisors LLC | 11,349 | $1,393 | 12/31/2023 |
IYW | 11,349 | $1,393 | 12/31/2023 |
Aviance Capital Partners LLC | 10,304 | $1,392 | 03/31/2024 |
IYW | 10,304 | $1,392 | 03/31/2024 |
EP Wealth Advisors LLC | 11,291 | $1,386 | 12/31/2023 |
IYW | 11,291 | $1,386 | 12/31/2023 |
Canvas Wealth Advisors LLC | 10,702 | $1,384 | 03/31/2024 |
IYW | 10,702 | $1,384 | 03/31/2024 |
Clearview Wealth Advisors LLC | 10,092 | $1,363 | 03/31/2024 |
IYW | 10,092 | $1,363 | 03/31/2024 |
Lake Street Financial LLC | 10,063 | $1,359 | 03/31/2024 |
IYW | 10,063 | $1,359 | 03/31/2024 |
Magnus Financial Group LLC | 11,023 | $1,353 | 12/31/2023 |
IYW | 11,023 | $1,353 | 12/31/2023 |
International Assets Investment Management LLC | 9,945 | $1,348 | 03/31/2024 |
IYW | 9,945 | $1,348 | 03/31/2024 |
Pariax LLC | 10,949 | $1,344 | 12/31/2023 |
IYW | 10,949 | $1,344 | 12/31/2023 |
JFS Wealth Advisors LLC | 10,942 | $1,343 | 12/31/2023 |
IYW | 10,942 | $1,343 | 12/31/2023 |
Maripau Wealth Management LLC | 10,927 | $1,341 | 12/31/2023 |
IYW | 10,927 | $1,341 | 12/31/2023 |
Beach Investment Counsel Inc. PA | 9,800 | $1,324 | 03/31/2024 |
IYW | 9,800 | $1,324 | 03/31/2024 |
Smithbridge Asset Management Inc. DE | 10,759 | $1,321 | 12/31/2023 |
IYW | 10,759 | $1,321 | 12/31/2023 |
Cyndeo Wealth Partners LLC | 9,760 | $1,318 | 03/31/2024 |
IYW | 9,760 | $1,318 | 03/31/2024 |
Wealthstar Advisors LLC | 9,733 | $1,314 | 03/31/2024 |
IYW | 9,733 | $1,314 | 03/31/2024 |
Patriot Investment Management Inc. | 9,696 | $1,310 | 03/31/2024 |
IYW | 9,696 | $1,310 | 03/31/2024 |
RCS Financial Planning LLC | 10,631 | $1,305 | 12/31/2023 |
IYW | 10,631 | $1,305 | 12/31/2023 |
Chesley Taft & Associates LLC | 9,600 | $1,297 | 03/31/2024 |
IYW | 9,600 | $1,297 | 03/31/2024 |
Apollon Financial LLC | 10,469 | $1,285 | 12/31/2023 |
IYW | 10,469 | $1,285 | 12/31/2023 |
Adviser Investments LLC | 10,458 | $1,284 | 12/31/2023 |
IYW | 10,458 | $1,284 | 12/31/2023 |
TD Waterhouse Canada Inc. | 10,444 | $1,282 | 12/31/2023 |
IYW | 10,444 | $1,282 | 12/31/2023 |
Signature Securities Group Corporation | 9,488 | $1,281 | 03/31/2024 |
IYW | 9,488 | $1,281 | 03/31/2024 |
Patten & Patten Inc. TN | 10,330 | $1,268 | 12/31/2023 |
IYW | 10,330 | $1,268 | 12/31/2023 |
Glenmede Trust Co. NA | 10,250 | $1,258 | 12/31/2023 |
IYW | 10,250 | $1,258 | 12/31/2023 |
Boston Family Office LLC | 10,100 | $1,240 | 12/31/2023 |
IYW | 10,100 | $1,240 | 12/31/2023 |
Meridian Management Co. | 9,200 | $1,237 | 12/31/2023 |
IYW | 9,200 | $1,237 | 12/31/2023 |
Copperleaf Capital LLC | 9,986 | $1,226 | 12/31/2023 |
IYW | 9,986 | $1,226 | 12/31/2023 |
Castle Rock Wealth Management LLC | 10,425 | $1,224 | 12/31/2023 |
IYW | 10,425 | $1,224 | 12/31/2023 |
Geneos Wealth Management Inc. | 9,949 | $1,221 | 12/31/2023 |
IYW | 9,949 | $1,221 | 12/31/2023 |
NCM Capital Management LLC | 9,941 | $1,220 | 12/31/2023 |
IYW | 9,941 | $1,220 | 12/31/2023 |
Millennium Management LLC | 9,822 | $1,206 | 12/31/2023 |
IYW | 9,822 | $1,206 | 12/31/2023 |
First Citizens Bank & Trust Co. | 8,920 | $1,205 | 03/31/2024 |
IYW | 8,920 | $1,205 | 03/31/2024 |
First Heartland Consultants Inc. | 9,783 | $1,201 | 12/31/2023 |
IYW | 9,783 | $1,201 | 12/31/2023 |
HCR Wealth Advisors | 9,741 | $1,196 | 12/31/2023 |
IYW | 9,741 | $1,196 | 12/31/2023 |
Meridian Wealth Management LLC | 9,666 | $1,187 | 12/31/2023 |
IYW | 9,666 | $1,187 | 12/31/2023 |
Transcend Wealth Collective LLC | 9,667 | $1,187 | 12/31/2023 |
IYW | 9,667 | $1,187 | 12/31/2023 |
First National Trust Co | 9,648 | $1,184 | 12/31/2023 |
IYW | 9,648 | $1,184 | 12/31/2023 |
Twin Peaks Wealth Advisors LLC | 8,737 | $1,180 | 03/31/2024 |
IYW | 8,737 | $1,180 | 03/31/2024 |
Wesbanco Bank Inc. | 8,705 | $1,176 | 03/31/2024 |
IYW | 8,705 | $1,176 | 03/31/2024 |
Client 1ST Advisory Group LLC | 9,577 | $1,176 | 12/31/2023 |
IYW | 9,577 | $1,176 | 12/31/2023 |
Wiley BROS. Aintree Capital LLC | 8,662 | $1,170 | 03/31/2024 |
IYW | 8,662 | $1,170 | 03/31/2024 |
Verus Capital Partners LLC | 9,334 | $1,146 | 12/31/2023 |
IYW | 9,334 | $1,146 | 12/31/2023 |
Concorde Asset Management LLC | 9,394 | $1,145 | 12/31/2023 |
IYW | 9,394 | $1,145 | 12/31/2023 |
Meridian Wealth Advisors LLC | 9,216 | $1,131 | 12/31/2023 |
IYW | 9,216 | $1,131 | 12/31/2023 |
Riverview Capital Advisers LLC | 9,834 | $1,129 | 12/31/2023 |
IYW | 9,834 | $1,129 | 12/31/2023 |
NBC Securities Inc. | 7,406 | $1,111 | 03/31/2024 |
IYW | 7,406 | $1,111 | 03/31/2024 |
Hudson Portfolio Management LLC | 8,978 | $1,102 | 12/31/2023 |
IYW | 8,978 | $1,102 | 12/31/2023 |
Eudaimonia Partners LLC | 8,912 | $1,094 | 12/31/2023 |
IYW | 8,912 | $1,094 | 12/31/2023 |
CX Institutional | 8,018 | $1,083 | 03/31/2024 |
IYW | 8,018 | $1,083 | 03/31/2024 |
Bush Investment Group LLC | 8,292 | $1,077 | 12/31/2023 |
IYW | 8,292 | $1,077 | 12/31/2023 |
Boston Private Wealth LLC | 8,727 | $1,071 | 12/31/2023 |
IYW | 8,727 | $1,071 | 12/31/2023 |
Dohj LLC | 7,848 | $1,060 | 03/31/2024 |
IYW | 7,848 | $1,060 | 03/31/2024 |
Outlook Wealth Advisors LLC | 7,829 | $1,057 | 03/31/2024 |
IYW | 7,829 | $1,057 | 03/31/2024 |
MKT Advisors LLC | 7,921 | $1,057 | 03/31/2024 |
IYW | 7,921 | $1,057 | 03/31/2024 |
Coastal Bridge Advisors LLC | 8,383 | $1,029 | 12/31/2023 |
IYW | 8,383 | $1,029 | 12/31/2023 |
Harmony Asset Management LLC | 8,366 | $1,027 | 12/31/2023 |
IYW | 8,366 | $1,027 | 12/31/2023 |
Quadrant Private Wealth Management LLC | 8,333 | $1,023 | 12/31/2023 |
IYW | 8,333 | $1,023 | 12/31/2023 |
Gateway Wealth Partners LLC | 8,258 | $1,014 | 12/31/2023 |
IYW | 8,258 | $1,014 | 12/31/2023 |
Advisory Alpha LLC | 8,241 | $1,012 | 12/31/2023 |
IYW | 8,241 | $1,012 | 12/31/2023 |
Etfidea LLC | 8,212 | $1,008 | 12/31/2023 |
IYW | 8,212 | $1,008 | 12/31/2023 |
Regimen Wealth LLC | 8,109 | $995 | 12/31/2023 |
IYW | 8,109 | $995 | 12/31/2023 |
Freestone Capital Holdings LLC | 8,046 | $988 | 12/31/2023 |
IYW | 8,046 | $988 | 12/31/2023 |
American Institute for Advanced Investment Management LLP | 7,263 | $981 | 03/31/2024 |
IYW | 7,263 | $981 | 03/31/2024 |
Cooper Financial Group | 7,256 | $980 | 03/31/2024 |
IYW | 7,256 | $980 | 03/31/2024 |
Kaydan Wealth Management Inc. | 7,184 | $970 | 03/31/2024 |
IYW | 7,184 | $970 | 03/31/2024 |
Diversified Trust Co | 7,041 | $951 | 03/31/2024 |
IYW | 7,041 | $951 | 03/31/2024 |
Franklin Resources Inc. | 7,715 | $947 | 12/31/2023 |
IYW | 7,715 | $947 | 12/31/2023 |
Gallagher Fiduciary Advisors LLC | 7,705 | $946 | 12/31/2023 |
IYW | 7,705 | $946 | 12/31/2023 |
Eaton Financial Holdings Company LLC | 6,941 | $937 | 03/31/2024 |
IYW | 6,941 | $937 | 03/31/2024 |
M3 Advisory Group LLC | 7,623 | $936 | 12/31/2023 |
IYW | 7,623 | $936 | 12/31/2023 |
Westside Investment Management Inc. | 6,901 | $933 | 03/31/2024 |
IYW | 6,901 | $933 | 03/31/2024 |
Lane & Associates LLC | 6,891 | $931 | 03/31/2024 |
IYW | 6,891 | $931 | 03/31/2024 |
Tennessee Valley Asset Management Partners | 6,827 | $922 | 03/31/2024 |
IYW | 6,827 | $922 | 03/31/2024 |
Essex Financial Services Inc. | 7,510 | $922 | 12/31/2023 |
IYW | 7,510 | $922 | 12/31/2023 |
Vivaldi Capital Management LLC | 6,946 | $910 | 12/31/2023 |
IYW | 6,946 | $910 | 12/31/2023 |
Sutton Place Investors LLC | 6,692 | $904 | 03/31/2024 |
IYW | 6,692 | $904 | 03/31/2024 |
Maryland Capital Advisors Inc. | 6,680 | $902 | 03/31/2024 |
IYW | 6,680 | $902 | 03/31/2024 |
DAVENPORT & Co LLC | 7,341 | $901 | 12/31/2023 |
IYW | 7,341 | $901 | 12/31/2023 |
Prio Wealth Limited Partnership | 7,335 | $900 | 12/31/2023 |
IYW | 7,335 | $900 | 12/31/2023 |
Pensionmark Financial Group LLC | 7,325 | $899 | 12/31/2023 |
IYW | 7,325 | $899 | 12/31/2023 |
Park National Corp OH | 6,619 | $894 | 03/31/2024 |
IYW | 6,619 | $894 | 03/31/2024 |
Eudaimonia Advisors LLC | 7,275 | $893 | 12/31/2023 |
IYW | 7,275 | $893 | 12/31/2023 |
Ashton Thomas Private Wealth LLC | 6,588 | $890 | 03/31/2024 |
IYW | 6,588 | $890 | 03/31/2024 |
WealthPLAN Partners LLC | 7,240 | $889 | 12/31/2023 |
IYW | 7,240 | $889 | 12/31/2023 |
Financial Services Advisory Inc | 7,213 | $885 | 12/31/2023 |
IYW | 7,213 | $885 | 12/31/2023 |
Oppenheimer & Co. Inc. | 7,196 | $883 | 12/31/2023 |
IYW | 7,196 | $883 | 12/31/2023 |
Raleigh Capital Management Inc. | 7,197 | $883 | 12/31/2023 |
IYW | 7,197 | $883 | 12/31/2023 |
N.E.W. Advisory Services LLC | 7,048 | $865 | 12/31/2023 |
IYW | 7,048 | $865 | 12/31/2023 |
Capital Analysts LLC | 6,994 | $859 | 12/31/2023 |
IYW | 6,994 | $859 | 12/31/2023 |
Investment Advisory Group LLC | 6,999 | $859 | 12/31/2023 |
IYW | 6,999 | $859 | 12/31/2023 |
Kovack Advisors Inc. | 6,353 | $858 | 03/31/2024 |
IYW | 6,353 | $858 | 03/31/2024 |
SeaCrest Wealth Management LLC | 6,319 | $853 | 03/31/2024 |
IYW | 6,319 | $853 | 03/31/2024 |
Northwest Capital Management Inc | 6,238 | $843 | 03/31/2024 |
IYW | 6,238 | $843 | 03/31/2024 |
Transform Wealth LLC | 6,225 | $841 | 03/31/2024 |
IYW | 6,225 | $841 | 03/31/2024 |
RMB Capital Management LLC | 6,848 | $841 | 12/31/2023 |
IYW | 6,848 | $841 | 12/31/2023 |
Ancora Advisors LLC | 6,847 | $840 | 12/31/2023 |
IYW | 6,847 | $840 | 12/31/2023 |
Gladstone Institutional Advisory LLC | 6,807 | $836 | 12/31/2023 |
IYW | 6,807 | $836 | 12/31/2023 |
Wintrust Investments LLC | 6,795 | $834 | 12/31/2023 |
IYW | 6,795 | $834 | 12/31/2023 |
Interchange Capital Partners LLC | 6,772 | $834 | 12/31/2023 |
IYW | 6,772 | $834 | 12/31/2023 |
First Western Trust Bank | 6,700 | $822 | 12/31/2023 |
IYW | 6,700 | $822 | 12/31/2023 |
Financial Network Wealth Management LLC | 6,667 | $818 | 12/31/2023 |
IYW | 6,667 | $818 | 12/31/2023 |
Wedbush Securities Inc. | 6,615 | $812 | 12/31/2023 |
IYW | 6,615 | $812 | 12/31/2023 |
Genesee Capital Advisors LLC | 5,991 | $809 | 03/31/2024 |
IYW | 5,991 | $809 | 03/31/2024 |
Willner & Heller LLC | 6,587 | $809 | 12/31/2023 |
IYW | 6,587 | $809 | 12/31/2023 |
FDx Advisors Inc. | 6,414 | $787 | 12/31/2023 |
IYW | 6,414 | $787 | 12/31/2023 |
Chapin Davis Inc. | 5,812 | $785 | 03/31/2024 |
IYW | 5,812 | $785 | 03/31/2024 |
Choate Investment Advisors | 6,234 | $765 | 12/31/2023 |
IYW | 6,234 | $765 | 12/31/2023 |
Schnieders Capital Management LLC | 6,230 | $765 | 12/31/2023 |
IYW | 6,230 | $765 | 12/31/2023 |
Commonwealth Retirement Investments LLC | 6,226 | $764 | 12/31/2023 |
IYW | 6,226 | $764 | 12/31/2023 |
TrinityPoint Wealth LLC | 6,216 | $763 | 12/31/2023 |
IYW | 6,216 | $763 | 12/31/2023 |
Sovereign Financial Group Inc. | 5,613 | $758 | 03/31/2024 |
IYW | 5,613 | $758 | 03/31/2024 |
Invictus Private Wealth LLC | 6,164 | $757 | 12/31/2023 |
IYW | 6,164 | $757 | 12/31/2023 |
Financial Advisory Service Inc. | 6,135 | $753 | 12/31/2023 |
IYW | 6,135 | $753 | 12/31/2023 |
Better Money Decisions LLC | 6,132 | $753 | 12/31/2023 |
IYW | 6,132 | $753 | 12/31/2023 |
Sargent Investment Group LLC | 6,100 | $749 | 12/31/2023 |
IYW | 6,100 | $749 | 12/31/2023 |
OMNI 360 Wealth Inc. | 5,540 | $748 | 03/31/2024 |
IYW | 5,540 | $748 | 03/31/2024 |
Montag A & Associates Inc. | 6,066 | $745 | 12/31/2023 |
IYW | 6,066 | $745 | 12/31/2023 |
Rational Advisors LLC | 5,478 | $740 | 03/31/2024 |
IYW | 5,478 | $740 | 03/31/2024 |
Lavaca Capital LLC | 6,000 | $736 | 12/31/2023 |
IYW | 6,000 | $736 | 12/31/2023 |
Affiance Financial LLC | 5,434 | $734 | 03/31/2024 |
IYW | 5,434 | $734 | 03/31/2024 |
TrueWealth Advisors LLC | 5,409 | $731 | 03/31/2024 |
IYW | 5,409 | $731 | 03/31/2024 |
Eagle Strategies LLC | 5,387 | $728 | 03/31/2024 |
IYW | 5,387 | $728 | 03/31/2024 |
Certus Wealth Management LLC | 5,843 | $717 | 12/31/2023 |
IYW | 5,843 | $717 | 12/31/2023 |
Concord Wealth Partners | 5,813 | $714 | 12/31/2023 |
IYW | 5,813 | $714 | 12/31/2023 |
Worth Asset Management LLC | 5,264 | $711 | 03/31/2024 |
IYW | 5,264 | $711 | 03/31/2024 |
Verger Capital Management LLC | 5,729 | $703 | 12/31/2023 |
IYW | 5,729 | $703 | 12/31/2023 |
Cornerstone Wealth Management LLC | 5,196 | $702 | 03/31/2024 |
IYW | 5,196 | $702 | 03/31/2024 |
Palumbo Wealth Management LLC | 5,200 | $702 | 03/31/2024 |
IYW | 5,200 | $702 | 03/31/2024 |
Fortis Group Advisors LLC | 5,718 | $702 | 12/31/2023 |
IYW | 5,718 | $702 | 12/31/2023 |
Kesler Norman & Wride LLC | 5,188 | $701 | 03/31/2024 |
IYW | 5,188 | $701 | 03/31/2024 |
RHS Financial LLC | 5,175 | $699 | 03/31/2024 |
IYW | 5,175 | $699 | 03/31/2024 |
Greenleaf Trust | 5,657 | $694 | 12/31/2023 |
IYW | 5,657 | $694 | 12/31/2023 |
Hyman Charles D | 5,572 | $684 | 12/31/2023 |
IYW | 5,572 | $684 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 5,056 | $683 | 03/31/2024 |
IYW | 5,056 | $683 | 03/31/2024 |
Y Intercept Hong Kong Ltd | 5,566 | $683 | 12/31/2023 |
IYW | 5,566 | $683 | 12/31/2023 |
Full Sail Capital LLC | 5,541 | $680 | 12/31/2023 |
IYW | 5,541 | $680 | 12/31/2023 |
Girard Partners LTD. | 5,519 | $677 | 12/31/2023 |
IYW | 5,519 | $677 | 12/31/2023 |
1832 Asset Management L.P. | 5,500 | $675 | 12/31/2023 |
IYW | 5,500 | $675 | 12/31/2023 |
Allen Investment Management LLC | 5,464 | $671 | 12/31/2023 |
IYW | 5,464 | $671 | 12/31/2023 |
Occidental Asset Management LLC | 4,964 | $670 | 03/31/2024 |
IYW | 4,964 | $670 | 03/31/2024 |
Saxon Interests Inc. | 4,930 | $666 | 03/31/2024 |
IYW | 4,930 | $666 | 03/31/2024 |
WealthCare Investment Partners LLC | 4,921 | $665 | 03/31/2024 |
IYW | 4,921 | $665 | 03/31/2024 |
Synovus Financial Corp | 5,413 | $664 | 12/31/2023 |
IYW | 5,413 | $664 | 12/31/2023 |
TIAA Trust National Association | 5,360 | $658 | 12/31/2023 |
IYW | 5,360 | $658 | 12/31/2023 |
CWA Asset Management Group LLC | 5,320 | $653 | 12/31/2023 |
IYW | 5,320 | $653 | 12/31/2023 |
Spinnaker Trust | 5,303 | $651 | 12/31/2023 |
IYW | 5,303 | $651 | 12/31/2023 |
Hudson Valley Investment Advisors Inc. ADV | 4,790 | $647 | 03/31/2024 |
IYW | 4,790 | $647 | 03/31/2024 |
Burns J W & Co. Inc. NY | 4,675 | $631 | 03/31/2024 |
IYW | 4,675 | $631 | 03/31/2024 |
Cassaday & Co Wealth Management LLC | 5,100 | $626 | 12/31/2023 |
IYW | 5,100 | $626 | 12/31/2023 |
Roman Butler Fullerton & Co. | 4,795 | $620 | 12/31/2023 |
IYW | 4,795 | $620 | 12/31/2023 |
Washington Trust Bank | 4,976 | $611 | 12/31/2023 |
IYW | 4,976 | $611 | 12/31/2023 |
Cornerstone Wealth Group LLC | 4,517 | $610 | 03/31/2024 |
IYW | 4,517 | $610 | 03/31/2024 |
United Capital Management of KS Inc. | 4,487 | $606 | 03/31/2024 |
IYW | 4,487 | $606 | 03/31/2024 |
Capital Investment Advisory Services LLC | 4,893 | $601 | 12/31/2023 |
IYW | 4,893 | $601 | 12/31/2023 |
Cutter & CO Brokerage Inc. | 4,872 | $598 | 12/31/2023 |
IYW | 4,872 | $598 | 12/31/2023 |
Rede Wealth LLC | 4,868 | $598 | 12/31/2023 |
IYW | 4,868 | $598 | 12/31/2023 |
Warner Financial Inc. | 4,420 | $597 | 03/31/2024 |
IYW | 4,420 | $597 | 03/31/2024 |
LexAurum Advisors LLC | 4,414 | $596 | 03/31/2024 |
IYW | 4,414 | $596 | 03/31/2024 |
Courier Capital LLC | 4,400 | $594 | 03/31/2024 |
IYW | 4,400 | $594 | 03/31/2024 |
Dentgroup LLC | 4,387 | $593 | 03/31/2024 |
IYW | 4,387 | $593 | 03/31/2024 |
Sierra Summit Advisors LLC | 4,812 | $591 | 12/31/2023 |
IYW | 4,812 | $591 | 12/31/2023 |
Ehrlich Financial Group | 4,337 | $586 | 03/31/2024 |
IYW | 4,337 | $586 | 03/31/2024 |
AlTi Global Inc. | 4,680 | $574 | 12/31/2023 |
IYW | 4,680 | $574 | 12/31/2023 |
BCU Wealth Advisors LLC | 4,664 | $573 | 12/31/2023 |
IYW | 4,664 | $573 | 12/31/2023 |
Beacon Financial Advisory LLC | 4,663 | $572 | 12/31/2023 |
IYW | 4,663 | $572 | 12/31/2023 |
Redwood Investment Management LLC | 4,635 | $569 | 12/31/2023 |
IYW | 4,635 | $569 | 12/31/2023 |
MV Capital Management Inc. | 4,204 | $568 | 03/31/2024 |
IYW | 4,204 | $568 | 03/31/2024 |
Executive Wealth Management LLC | 4,628 | $568 | 12/31/2023 |
IYW | 4,628 | $568 | 12/31/2023 |
Wealthstream Advisors Inc. | 4,623 | $567 | 12/31/2023 |
IYW | 4,623 | $567 | 12/31/2023 |
Harbor Investment Advisory LLC | 4,177 | $564 | 03/31/2024 |
IYW | 4,177 | $564 | 03/31/2024 |
Simon Quick Advisors LLC | 4,111 | $555 | 03/31/2024 |
IYW | 4,111 | $555 | 03/31/2024 |
Sterling Investment Advisors LLC ADV | 4,076 | $551 | 03/31/2024 |
IYW | 4,076 | $551 | 03/31/2024 |
Willis Johnson & Associates Inc. | 4,049 | $547 | 03/31/2024 |
IYW | 4,049 | $547 | 03/31/2024 |
Wetzel Investment Advisors Inc. | 4,225 | $543 | 03/31/2024 |
IYW | 4,225 | $543 | 03/31/2024 |
Savant Capital LLC | 4,413 | $542 | 12/31/2023 |
IYW | 4,413 | $542 | 12/31/2023 |
Advance Capital Management Inc. | 3,998 | $540 | 03/31/2024 |
IYW | 3,998 | $540 | 03/31/2024 |
Empower Advisory Group LLC | 4,370 | $536 | 12/31/2023 |
IYW | 4,370 | $536 | 12/31/2023 |
Meritage Portfolio Management | 4,362 | $535 | 12/31/2023 |
IYW | 4,362 | $535 | 12/31/2023 |
XML Financial LLC | 4,338 | $533 | 12/31/2023 |
IYW | 4,338 | $533 | 12/31/2023 |
Hilltop Holdings Inc. | 4,305 | $528 | 12/31/2023 |
IYW | 4,305 | $528 | 12/31/2023 |
D L Carlson Investment Group Inc. | 3,979 | $527 | 12/31/2023 |
IYW | 3,979 | $527 | 12/31/2023 |
Relyea Zuckerberg Hanson LLC | 3,870 | $523 | 03/31/2024 |
IYW | 3,870 | $523 | 03/31/2024 |
IMZ Advisory Inc | 3,872 | $523 | 03/31/2024 |
IYW | 3,872 | $523 | 03/31/2024 |
Elevated Capital Advisors LLC | 3,868 | $522 | 03/31/2024 |
IYW | 3,868 | $522 | 03/31/2024 |
Chesapeake Wealth Management | 4,233 | $520 | 12/31/2023 |
IYW | 4,233 | $520 | 12/31/2023 |
Neuberger Berman Group LLC | 4,199 | $515 | 12/31/2023 |
IYW | 4,199 | $515 | 12/31/2023 |
Gryphon Financial Partners LLC | 4,199 | $515 | 12/31/2023 |
IYW | 4,199 | $515 | 12/31/2023 |
Guidance Capital Inc. | 3,898 | $511 | 03/31/2024 |
IYW | 3,898 | $511 | 03/31/2024 |
Bradley Foster & Sargent Inc. CT | 4,151 | $510 | 12/31/2023 |
IYW | 4,151 | $510 | 12/31/2023 |
Theory Financial LLC | 4,115 | $505 | 12/31/2023 |
IYW | 4,115 | $505 | 12/31/2023 |
Great Valley Advisor Group Inc. | 4,058 | $499 | 12/31/2023 |
IYW | 4,058 | $499 | 12/31/2023 |
W.H. Cornerstone Investments Inc. | 4,039 | $496 | 12/31/2023 |
IYW | 4,039 | $496 | 12/31/2023 |
Strategy Asset Managers LLC | 4,025 | $494 | 12/31/2023 |
IYW | 4,025 | $494 | 12/31/2023 |
Strategic Equity Management | 3,643 | $492 | 03/31/2024 |
IYW | 3,643 | $492 | 03/31/2024 |
Camelot Portfolios LLC | 3,980 | $489 | 12/31/2023 |
IYW | 3,980 | $489 | 12/31/2023 |
Hilltop Partners LLC | 3,945 | $484 | 12/31/2023 |
IYW | 3,945 | $484 | 12/31/2023 |
WT Wealth Management | 3,928 | $482 | 12/31/2023 |
IYW | 3,928 | $482 | 12/31/2023 |
One Charles Private Wealth Services LLC | 3,920 | $481 | 12/31/2023 |
IYW | 3,920 | $481 | 12/31/2023 |
Drive Wealth Management LLC | 3,535 | $477 | 03/31/2024 |
IYW | 3,535 | $477 | 03/31/2024 |
Valeo Financial Advisors LLC | 3,510 | $474 | 03/31/2024 |
IYW | 3,510 | $474 | 03/31/2024 |
Family Management Corp | 3,860 | $474 | 12/31/2023 |
IYW | 3,860 | $474 | 12/31/2023 |
PFG Advisors | 3,863 | $474 | 12/31/2023 |
IYW | 3,863 | $474 | 12/31/2023 |
Level Four Advisory Services LLC | 3,850 | $473 | 12/31/2023 |
IYW | 3,850 | $473 | 12/31/2023 |
Grant GrossMendelsohn LLC | 3,644 | $472 | 12/31/2023 |
IYW | 3,644 | $472 | 12/31/2023 |
Modera Wealth Management LLC | 3,787 | $465 | 12/31/2023 |
IYW | 3,787 | $465 | 12/31/2023 |
Garde Capital Inc. | 3,759 | $461 | 12/31/2023 |
IYW | 3,759 | $461 | 12/31/2023 |
Aspire Private Capital LLC | 3,386 | $457 | 03/31/2024 |
IYW | 3,386 | $457 | 03/31/2024 |
Wade G W & Inc. | 3,723 | $457 | 12/31/2023 |
IYW | 3,723 | $457 | 12/31/2023 |
Baker Tilly Financial LLC | 3,716 | $456 | 12/31/2023 |
IYW | 3,716 | $456 | 12/31/2023 |
Arete Wealth Advisors LLC | 3,704 | $455 | 12/31/2023 |
IYW | 3,704 | $455 | 12/31/2023 |
Dakota Wealth Management | 3,694 | $453 | 12/31/2023 |
IYW | 3,694 | $453 | 12/31/2023 |
Hanlon Investment Management Inc. | 3,686 | $452 | 12/31/2023 |
IYW | 3,686 | $452 | 12/31/2023 |
Sequoia Financial Advisors LLC | 3,670 | $450 | 12/31/2023 |
IYW | 3,670 | $450 | 12/31/2023 |
Oxinas Partners Wealth Management LLC | 3,321 | $449 | 03/31/2024 |
IYW | 3,321 | $449 | 03/31/2024 |
Coastal Investment Advisors Inc. | 3,299 | $446 | 03/31/2024 |
IYW | 3,299 | $446 | 03/31/2024 |
GSA Capital Partners LLP | 3,634 | $446 | 12/31/2023 |
IYW | 3,634 | $446 | 12/31/2023 |
Naples Global Advisors LLC | 3,601 | $442 | 12/31/2023 |
IYW | 3,601 | $442 | 12/31/2023 |
Circle Wealth Management LLC | 3,597 | $441 | 12/31/2023 |
IYW | 3,597 | $441 | 12/31/2023 |
Atlas Brown Inc. | 3,256 | $440 | 03/31/2024 |
IYW | 3,256 | $440 | 03/31/2024 |
TFG Advisers LLC | 3,571 | $438 | 12/31/2023 |
IYW | 3,571 | $438 | 12/31/2023 |
Root Financial Partners LLC | 3,558 | $437 | 12/31/2023 |
IYW | 3,558 | $437 | 12/31/2023 |
CVA Family Office LLC | 3,227 | $436 | 03/31/2024 |
IYW | 3,227 | $436 | 03/31/2024 |
Rockland Trust Co. | 3,222 | $435 | 03/31/2024 |
IYW | 3,222 | $435 | 03/31/2024 |
Asset Dedication LLC | 3,200 | $432 | 03/31/2024 |
IYW | 3,200 | $432 | 03/31/2024 |
Kanawha Capital Management LLC | 3,512 | $431 | 12/31/2023 |
IYW | 3,512 | $431 | 12/31/2023 |
ELCO Management Co. LLC | 3,500 | $430 | 12/31/2023 |
IYW | 3,500 | $430 | 12/31/2023 |
Aspire Wealth Management Corp | 3,485 | $428 | 12/31/2023 |
IYW | 3,485 | $428 | 12/31/2023 |
Associated Banc Corp | 3,479 | $427 | 12/31/2023 |
IYW | 3,479 | $427 | 12/31/2023 |
Arkadios Wealth Advisors | 3,479 | $427 | 12/31/2023 |
IYW | 3,479 | $427 | 12/31/2023 |
Almanack Investment Partners LLC. | 3,413 | $419 | 12/31/2023 |
IYW | 3,413 | $419 | 12/31/2023 |
SOA Wealth Advisors LLC. | 3,067 | $414 | 03/31/2024 |
IYW | 3,067 | $414 | 03/31/2024 |
Samalin Investment Counsel LLC | 3,359 | $412 | 12/31/2023 |
IYW | 3,359 | $412 | 12/31/2023 |
Financial Advocates Investment Management | 3,418 | $411 | 12/31/2023 |
IYW | 3,418 | $411 | 12/31/2023 |
NorthRock Partners LLC | 3,329 | $409 | 12/31/2023 |
IYW | 3,329 | $409 | 12/31/2023 |
WESPAC Advisors SoCal LLC | 3,010 | $407 | 03/31/2024 |
IYW | 3,010 | $407 | 03/31/2024 |
Divergent Wealth Advisors LLC | 3,315 | $407 | 12/31/2023 |
IYW | 3,315 | $407 | 12/31/2023 |
Carderock Capital Management Inc. | 3,000 | $405 | 03/31/2024 |
IYW | 3,000 | $405 | 03/31/2024 |
Honkamp Krueger Financial Services Inc. | 3,268 | $401 | 12/31/2023 |
IYW | 3,268 | $401 | 12/31/2023 |
Ellevest Inc. | 3,255 | $400 | 12/31/2023 |
IYW | 3,255 | $400 | 12/31/2023 |
Columbia Trust Co 01012016 | 3,200 | $393 | 12/31/2023 |
IYW | 3,200 | $393 | 12/31/2023 |
Pinnacle Financial Partners Inc. | 3,193 | $392 | 12/31/2023 |
IYW | 3,193 | $392 | 12/31/2023 |
Next Level Private LLC | 2,896 | $391 | 03/31/2024 |
IYW | 2,896 | $391 | 03/31/2024 |
Main Street Financial Solutions LLC | 2,854 | $385 | 03/31/2024 |
IYW | 2,854 | $385 | 03/31/2024 |
Intrepid Financial Planning Group LLC | 3,100 | $381 | 12/31/2023 |
IYW | 3,100 | $381 | 12/31/2023 |
Salomon & Ludwin LLC | 3,100 | $381 | 12/31/2023 |
IYW | 3,100 | $381 | 12/31/2023 |
TBH Global Asset Management LLC | 3,092 | $380 | 12/31/2023 |
IYW | 3,092 | $380 | 12/31/2023 |
Sound Income Strategies LLC | 2,797 | $378 | 03/31/2024 |
IYW | 2,797 | $378 | 03/31/2024 |
Betterment LLC | 3,079 | $378 | 12/31/2023 |
IYW | 3,079 | $378 | 12/31/2023 |
Penobscot Wealth Management | 3,003 | $369 | 12/31/2023 |
IYW | 3,003 | $369 | 12/31/2023 |
Manchester Capital Management LLC | 3,000 | $368 | 12/31/2023 |
IYW | 3,000 | $368 | 12/31/2023 |
Crescent Grove Advisors LLC | 2,999 | $368 | 12/31/2023 |
IYW | 2,999 | $368 | 12/31/2023 |
Harbour Trust & Investment Management Co | 2,716 | $367 | 03/31/2024 |
IYW | 2,716 | $367 | 03/31/2024 |
Buckingham Strategic Wealth LLC | 2,985 | $366 | 12/31/2023 |
IYW | 2,985 | $366 | 12/31/2023 |
Beverly Hills Private Wealth LLC | 2,980 | $366 | 12/31/2023 |
IYW | 2,980 | $366 | 12/31/2023 |
Essex Savings Bank | 2,680 | $362 | 03/31/2024 |
IYW | 2,680 | $362 | 03/31/2024 |
Kowal Investment Group LLC | 2,664 | $360 | 03/31/2024 |
IYW | 2,664 | $360 | 03/31/2024 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 2,896 | $355 | 12/31/2023 |
IYW | 2,896 | $355 | 12/31/2023 |
Paces Ferry Wealth Advisors LLC | 2,887 | $354 | 12/31/2023 |
IYW | 2,887 | $354 | 12/31/2023 |
Norwood Financial Corp | 2,612 | $353 | 03/31/2024 |
IYW | 2,612 | $353 | 03/31/2024 |
HT Partners LLC | 2,612 | $353 | 03/31/2024 |
IYW | 2,612 | $353 | 03/31/2024 |
Clark Capital Management Group Inc. | 2,872 | $353 | 12/31/2023 |
IYW | 2,872 | $353 | 12/31/2023 |
Moneywise Inc. | 2,584 | $349 | 03/31/2024 |
IYW | 2,584 | $349 | 03/31/2024 |
Mill Creek Capital Advisors LLC | 2,832 | $348 | 12/31/2023 |
IYW | 2,832 | $348 | 12/31/2023 |
Evercore Wealth Management LLC | 2,800 | $344 | 12/31/2023 |
IYW | 2,800 | $344 | 12/31/2023 |
Asset Management Group Inc. | 2,802 | $344 | 12/31/2023 |
IYW | 2,802 | $344 | 12/31/2023 |
Harvest Investment Services LLC | 2,767 | $340 | 12/31/2023 |
IYW | 2,767 | $340 | 12/31/2023 |
3Chopt Investment Partners LLC | 2,750 | $338 | 12/31/2023 |
IYW | 2,750 | $338 | 12/31/2023 |
Evergreen Capital Management LLC | 2,743 | $337 | 12/31/2023 |
IYW | 2,743 | $337 | 12/31/2023 |
Beacon Pointe Advisors LLC | 2,745 | $337 | 12/31/2023 |
IYW | 2,745 | $337 | 12/31/2023 |
Wilbanks Smith & Thomas Asset Management LLC | 2,737 | $336 | 12/31/2023 |
IYW | 2,737 | $336 | 12/31/2023 |
Legacy Financial Advisors Inc. | 2,739 | $336 | 12/31/2023 |
IYW | 2,739 | $336 | 12/31/2023 |
Beaird Harris Wealth Management LLC | 2,725 | $334 | 12/31/2023 |
IYW | 2,725 | $334 | 12/31/2023 |
David Loasby | 2,828 | $333 | 12/31/2023 |
IYW | 2,828 | $333 | 12/31/2023 |
Redwood Financial Network Corp | 2,713 | $333 | 12/31/2023 |
IYW | 2,713 | $333 | 12/31/2023 |
Ceera Investments LLC | 2,695 | $331 | 12/31/2023 |
IYW | 2,695 | $331 | 12/31/2023 |
Quadcap Wealth Management LLC | 2,678 | $329 | 12/31/2023 |
IYW | 2,678 | $329 | 12/31/2023 |
Presilium Private Wealth LLC | 2,668 | $327 | 12/31/2023 |
IYW | 2,668 | $327 | 12/31/2023 |
Thoroughbred Financial Services LLC | 2,661 | $326 | 12/31/2023 |
IYW | 2,661 | $326 | 12/31/2023 |
Hobart Private Capital LLC | 2,403 | $325 | 03/31/2024 |
IYW | 2,403 | $325 | 03/31/2024 |
Ignite Planners LLC | 2,390 | $324 | 03/31/2024 |
IYW | 2,390 | $324 | 03/31/2024 |
Leavell Investment Management Inc. | 2,621 | $322 | 12/31/2023 |
IYW | 2,621 | $322 | 12/31/2023 |
Putnam FL Investment Management Co. | 2,599 | $319 | 12/31/2023 |
IYW | 2,599 | $319 | 12/31/2023 |
First City Capital Management Inc. | 2,600 | $319 | 12/31/2023 |
IYW | 2,600 | $319 | 12/31/2023 |
Ausdal Financial Partners Inc. | 2,353 | $318 | 03/31/2024 |
IYW | 2,353 | $318 | 03/31/2024 |
Altfest L J & Co. Inc. | 2,330 | $315 | 03/31/2024 |
IYW | 2,330 | $315 | 03/31/2024 |
Resurgent Financial Advisors LLC | 2,564 | $315 | 12/31/2023 |
IYW | 2,564 | $315 | 12/31/2023 |
Capital Market Strategies LLC | 2,324 | $314 | 03/31/2024 |
IYW | 2,324 | $314 | 03/31/2024 |
Peachtree Investment Partners LLC | 2,561 | $314 | 12/31/2023 |
IYW | 2,561 | $314 | 12/31/2023 |
Jacobi Capital Management LLC | 2,544 | $312 | 12/31/2023 |
IYW | 2,544 | $312 | 12/31/2023 |
Peddock Capital Advisors LLC | 2,505 | $307 | 12/31/2023 |
IYW | 2,505 | $307 | 12/31/2023 |
Curi Capital | 2,500 | $307 | 12/31/2023 |
IYW | 2,500 | $307 | 12/31/2023 |
Weaver Consulting Group | 2,269 | $306 | 03/31/2024 |
IYW | 2,269 | $306 | 03/31/2024 |
FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 2,260 | $305 | 03/31/2024 |
IYW | 2,260 | $305 | 03/31/2024 |
Golden State Equity Partners | 2,476 | $304 | 12/31/2023 |
IYW | 2,476 | $304 | 12/31/2023 |
GFS Advisors LLC | 2,467 | $303 | 12/31/2023 |
IYW | 2,467 | $303 | 12/31/2023 |
Bensler LLC | 2,472 | $303 | 12/31/2023 |
IYW | 2,472 | $303 | 12/31/2023 |
Qube Research & Technologies Ltd | 2,457 | $302 | 12/31/2023 |
IYW | 2,457 | $302 | 12/31/2023 |
StrategIQ Financial Group LLC | 2,456 | $301 | 12/31/2023 |
IYW | 2,456 | $301 | 12/31/2023 |
Carson Advisory Inc. | 2,445 | $300 | 12/31/2023 |
IYW | 2,445 | $300 | 12/31/2023 |
WESPAC Advisors LLC | 2,435 | $299 | 12/31/2023 |
IYW | 2,435 | $299 | 12/31/2023 |
Cidel Asset Management Inc. | 2,425 | $298 | 12/31/2023 |
IYW | 2,425 | $298 | 12/31/2023 |
Credit Suisse AG | 2,423 | $297 | 12/31/2023 |
IYW | 2,423 | $297 | 12/31/2023 |
Accredited Investors Inc. | 2,415 | $296 | 12/31/2023 |
IYW | 2,415 | $296 | 12/31/2023 |
Ratio Wealth Group | 2,408 | $296 | 12/31/2023 |
IYW | 2,408 | $296 | 12/31/2023 |
Fifth Third Bancorp | 2,184 | $295 | 03/31/2024 |
IYW | 2,184 | $295 | 03/31/2024 |
Garrison Point Advisors LLC | 2,400 | $295 | 12/31/2023 |
IYW | 2,400 | $295 | 12/31/2023 |
Pacitti Group Inc. | 2,400 | $295 | 12/31/2023 |
IYW | 2,400 | $295 | 12/31/2023 |
Rappaport Reiches Capital Management LLC | 2,175 | $294 | 03/31/2024 |
IYW | 2,175 | $294 | 03/31/2024 |
Blue Fin Capital Inc. | 2,389 | $293 | 12/31/2023 |
IYW | 2,389 | $293 | 12/31/2023 |
Colony Group LLC | 2,360 | $290 | 12/31/2023 |
IYW | 2,360 | $290 | 12/31/2023 |
JT Stratford LLC | 2,364 | $290 | 12/31/2023 |
IYW | 2,364 | $290 | 12/31/2023 |
First National Bank of Omaha | 2,350 | $288 | 12/31/2023 |
IYW | 2,350 | $288 | 12/31/2023 |
Unionview LLC | 2,344 | $288 | 12/31/2023 |
IYW | 2,344 | $288 | 12/31/2023 |
Zhang Financial LLC | 2,337 | $287 | 12/31/2023 |
IYW | 2,337 | $287 | 12/31/2023 |
Tilson Financial Group Inc. | 2,334 | $287 | 12/31/2023 |
IYW | 2,334 | $287 | 12/31/2023 |
ORG Partners LLC | 2,334 | $287 | 12/31/2023 |
IYW | 2,334 | $287 | 12/31/2023 |
Bremer Bank National Association | 2,088 | $282 | 03/31/2024 |
IYW | 2,088 | $282 | 03/31/2024 |
Kure Advisory LLC | 2,280 | $280 | 12/31/2023 |
IYW | 2,280 | $280 | 12/31/2023 |
Madden Advisory Services Inc. | 2,274 | $279 | 12/31/2023 |
IYW | 2,274 | $279 | 12/31/2023 |
Money Concepts Capital Corp | 2,260 | $277 | 12/31/2023 |
IYW | 2,260 | $277 | 12/31/2023 |
Cassady Schiller Wealth Management LLC | 2,256 | $277 | 12/31/2023 |
IYW | 2,256 | $277 | 12/31/2023 |
Weybosset Research & Management LLC | 2,044 | $276 | 03/31/2024 |
IYW | 2,044 | $276 | 03/31/2024 |
Panoramic Investment Advisors LLC | 2,045 | $276 | 03/31/2024 |
IYW | 2,045 | $276 | 03/31/2024 |
HM Payson & Co. | 2,250 | $276 | 12/31/2023 |
IYW | 2,250 | $276 | 12/31/2023 |
Anchor Investment Management LLC | 2,248 | $276 | 12/31/2023 |
IYW | 2,248 | $276 | 12/31/2023 |
Simplex Trading LLC | 2,245 | $275 | 12/31/2023 |
IYW | 2,245 | $275 | 12/31/2023 |
Chicago Partners Investment Group LLC | 2,117 | $275 | 12/31/2023 |
IYW | 2,117 | $275 | 12/31/2023 |
HHM Wealth Advisors LLC | 2,241 | $275 | 12/31/2023 |
IYW | 2,241 | $275 | 12/31/2023 |
Blue Barn Wealth LLC | 2,244 | $275 | 12/31/2023 |
IYW | 2,244 | $275 | 12/31/2023 |
Kingswood Wealth Advisors LLC | 2,031 | $274 | 03/31/2024 |
IYW | 2,031 | $274 | 03/31/2024 |
Axiom Advisory LLC | 2,014 | $272 | 03/31/2024 |
IYW | 2,014 | $272 | 03/31/2024 |
Lantern Wealth Advisors LLC | 2,216 | $272 | 12/31/2023 |
IYW | 2,216 | $272 | 12/31/2023 |
EWA LLC | 2,080 | $271 | 12/31/2023 |
IYW | 2,080 | $271 | 12/31/2023 |
WASHINGTON TRUST Co | 1,997 | $270 | 03/31/2024 |
IYW | 1,997 | $270 | 03/31/2024 |
Cambridge Advisors Inc. | 2,000 | $270 | 03/31/2024 |
IYW | 2,000 | $270 | 03/31/2024 |
Advisors Management Group Inc. ADV | 2,201 | $270 | 12/31/2023 |
IYW | 2,201 | $270 | 12/31/2023 |
BOK Financial Private Wealth Inc. | 2,200 | $270 | 12/31/2023 |
IYW | 2,200 | $270 | 12/31/2023 |
Revolve Wealth Partners LLC | 1,972 | $266 | 03/31/2024 |
IYW | 1,972 | $266 | 03/31/2024 |
Mission Wealth Management LP | 2,168 | $266 | 12/31/2023 |
IYW | 2,168 | $266 | 12/31/2023 |
TFB Advisors LLC | 2,162 | $265 | 12/31/2023 |
IYW | 2,162 | $265 | 12/31/2023 |
Atlantic Edge Private Wealth Management LLC | 2,140 | $263 | 12/31/2023 |
IYW | 2,140 | $263 | 12/31/2023 |
FinTrust Capital Advisors LLC | 2,133 | $262 | 12/31/2023 |
IYW | 2,133 | $262 | 12/31/2023 |
Arvest Trust Co. N A | 2,124 | $261 | 12/31/2023 |
IYW | 2,124 | $261 | 12/31/2023 |
Aveo Capital Partners LLC | 2,124 | $261 | 12/31/2023 |
IYW | 2,124 | $261 | 12/31/2023 |
WMS Partners LLC | 2,116 | $260 | 12/31/2023 |
IYW | 2,116 | $260 | 12/31/2023 |
Trexquant Investment LP | 2,120 | $260 | 12/31/2023 |
IYW | 2,120 | $260 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 2,112 | $259 | 12/31/2023 |
IYW | 2,112 | $259 | 12/31/2023 |
Verdence Capital Advisors LLC | 2,106 | $259 | 12/31/2023 |
IYW | 2,106 | $259 | 12/31/2023 |
Picton Mahoney Asset Management | 2,100 | $258 | 12/31/2023 |
IYW | 2,100 | $258 | 12/31/2023 |
Center for Financial Planning Inc. | 2,100 | $258 | 12/31/2023 |
IYW | 2,100 | $258 | 12/31/2023 |
Family Wealth Group LLC | 2,096 | $257 | 12/31/2023 |
IYW | 2,096 | $257 | 12/31/2023 |
Nilsine Partners LLC | 1,895 | $256 | 03/31/2024 |
IYW | 1,895 | $256 | 03/31/2024 |
Fundamentun LLC | 1,890 | $255 | 03/31/2024 |
IYW | 1,890 | $255 | 03/31/2024 |
Garrison Asset Management LLC | 2,080 | $255 | 12/31/2023 |
IYW | 2,080 | $255 | 12/31/2023 |
Chemistry Wealth Management LLC | 1,884 | $254 | 03/31/2024 |
IYW | 1,884 | $254 | 03/31/2024 |
Oliver Lagore Vanvalin Investment Group | 2,058 | $253 | 12/31/2023 |
IYW | 2,058 | $253 | 12/31/2023 |
Secure Asset Management LLC | 2,043 | $251 | 12/31/2023 |
IYW | 2,043 | $251 | 12/31/2023 |
Midwest Heritage Bank FSB | 2,043 | $251 | 12/31/2023 |
IYW | 2,043 | $251 | 12/31/2023 |
Baldwin Investment Management LLC | 2,030 | $249 | 12/31/2023 |
IYW | 2,030 | $249 | 12/31/2023 |
Roble Belko & Company Inc | 1,835 | $248 | 03/31/2024 |
IYW | 1,835 | $248 | 03/31/2024 |
Koshinski Asset Management Inc. | 2,016 | $247 | 12/31/2023 |
IYW | 2,016 | $247 | 12/31/2023 |
Jag Capital Management LLC | 2,000 | $246 | 12/31/2023 |
IYW | 2,000 | $246 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 2,000 | $246 | 12/31/2023 |
IYW | 2,000 | $246 | 12/31/2023 |
Waypoint Capital Advisors LLC | 2,000 | $246 | 12/31/2023 |
IYW | 2,000 | $246 | 12/31/2023 |
Widmann Financial Services Inc. | 2,000 | $246 | 12/31/2023 |
IYW | 2,000 | $246 | 12/31/2023 |
Colonial Trust Co SC | 2,000 | $246 | 12/31/2023 |
IYW | 2,000 | $246 | 12/31/2023 |
Dover Advisors LLC | 2,000 | $246 | 12/31/2023 |
IYW | 2,000 | $246 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 1,994 | $245 | 12/31/2023 |
IYW | 1,994 | $245 | 12/31/2023 |
Key Financial Inc | 1,995 | $245 | 12/31/2023 |
IYW | 1,995 | $245 | 12/31/2023 |
Transcendent Capital Group LLC | 1,800 | $243 | 03/31/2024 |
IYW | 1,800 | $243 | 03/31/2024 |
Moors & Cabot Inc. | 1,973 | $242 | 12/31/2023 |
IYW | 1,973 | $242 | 12/31/2023 |
Central Valley Advisors LLC | 1,786 | $241 | 03/31/2024 |
IYW | 1,786 | $241 | 03/31/2024 |
New Republic Capital LLC | 1,967 | $241 | 12/31/2023 |
IYW | 1,967 | $241 | 12/31/2023 |
Peoples Bank OH | 1,954 | $240 | 12/31/2023 |
IYW | 1,954 | $240 | 12/31/2023 |
Front Row Advisors LLC | 1,955 | $240 | 12/31/2023 |
IYW | 1,955 | $240 | 12/31/2023 |
Western Financial Corp CA | 1,959 | $240 | 12/31/2023 |
IYW | 1,959 | $240 | 12/31/2023 |
Gradient Capital Advisors LLC | 1,760 | $238 | 03/31/2024 |
IYW | 1,760 | $238 | 03/31/2024 |
D. E. Shaw & Co. Inc. | 1,920 | $236 | 12/31/2023 |
IYW | 1,920 | $236 | 12/31/2023 |
Venture Visionary Partners LLC | 1,924 | $236 | 12/31/2023 |
IYW | 1,924 | $236 | 12/31/2023 |
Founders Financial Alliance LLC | 1,923 | $236 | 12/31/2023 |
IYW | 1,923 | $236 | 12/31/2023 |
Dodds Wealth LLC | 1,912 | $235 | 12/31/2023 |
IYW | 1,912 | $235 | 12/31/2023 |
Lakeshore Financial Planning Inc. | 1,912 | $235 | 12/31/2023 |
IYW | 1,912 | $235 | 12/31/2023 |
DF Dent & Co. Inc. | 1,910 | $234 | 12/31/2023 |
IYW | 1,910 | $234 | 12/31/2023 |
Kingsview Wealth Management LLC | 1,883 | $231 | 12/31/2023 |
IYW | 1,883 | $231 | 12/31/2023 |
BancorpSouth Bank | 1,871 | $230 | 12/31/2023 |
IYW | 1,871 | $230 | 12/31/2023 |
First National Bank | 1,695 | $229 | 03/31/2024 |
IYW | 1,695 | $229 | 03/31/2024 |
Actinver Wealth Management Inc. | 1,866 | $229 | 12/31/2023 |
IYW | 1,866 | $229 | 12/31/2023 |
Coldstream Capital Management Inc. | 1,856 | $228 | 12/31/2023 |
IYW | 1,856 | $228 | 12/31/2023 |
Cornerstone Planning Group LLC | 1,825 | $224 | 12/31/2023 |
IYW | 1,825 | $224 | 12/31/2023 |
Stokes Family Office LLC | 1,805 | $222 | 12/31/2023 |
IYW | 1,805 | $222 | 12/31/2023 |
Tcwp LLC | 1,807 | $222 | 12/31/2023 |
IYW | 1,807 | $222 | 12/31/2023 |
Campion Asset Management LLC | 1,800 | $221 | 12/31/2023 |
IYW | 1,800 | $221 | 12/31/2023 |
BOS Asset Management LLC | 1,800 | $221 | 12/31/2023 |
IYW | 1,800 | $221 | 12/31/2023 |
Powell Investment Advisors LLC | 1,624 | $219 | 03/31/2024 |
IYW | 1,624 | $219 | 03/31/2024 |
Flower City Capital | 1,620 | $219 | 03/31/2024 |
IYW | 1,620 | $219 | 03/31/2024 |
Procyon Private Wealth Partners LLC | 1,617 | $218 | 03/31/2024 |
IYW | 1,617 | $218 | 03/31/2024 |
Sage Mountain Advisors LLC | 1,612 | $218 | 03/31/2024 |
IYW | 1,612 | $218 | 03/31/2024 |
CENTRAL TRUST Co | 1,779 | $218 | 12/31/2023 |
IYW | 1,779 | $218 | 12/31/2023 |
Marino Stram & Associates LLC | 1,768 | $217 | 12/31/2023 |
IYW | 1,768 | $217 | 12/31/2023 |
Bray Capital Advisors | 1,767 | $217 | 12/31/2023 |
IYW | 1,767 | $217 | 12/31/2023 |
Bailard Inc. | 1,756 | $216 | 12/31/2023 |
IYW | 1,756 | $216 | 12/31/2023 |
Novak & Powell Financial Services Inc. | 1,760 | $216 | 12/31/2023 |
IYW | 1,760 | $216 | 12/31/2023 |
Fisher Asset Management LLC | 1,755 | $215 | 12/31/2023 |
IYW | 1,755 | $215 | 12/31/2023 |
Semmax Financial Advisors Inc. | 1,640 | $215 | 12/31/2023 |
IYW | 1,640 | $215 | 12/31/2023 |
Anderson Fisher LLC | 1,732 | $213 | 12/31/2023 |
IYW | 1,732 | $213 | 12/31/2023 |
Patten Group Inc. | 1,564 | $211 | 03/31/2024 |
IYW | 1,564 | $211 | 03/31/2024 |
First Financial Bankshares Inc | 1,720 | $211 | 12/31/2023 |
IYW | 1,720 | $211 | 12/31/2023 |
Mandatum Life Insurance Co Ltd | 1,722 | $211 | 12/31/2023 |
IYW | 1,722 | $211 | 12/31/2023 |
Callan Capital LLC | 1,714 | $210 | 12/31/2023 |
IYW | 1,714 | $210 | 12/31/2023 |
Semus Wealth Partners LLC | 1,713 | $210 | 12/31/2023 |
IYW | 1,713 | $210 | 12/31/2023 |
Marco Investment Management LLC | 1,700 | $209 | 12/31/2023 |
IYW | 1,700 | $209 | 12/31/2023 |
Belvedere Trading LLC | $209 | 12/31/2023 | |
Call | 1,700 | $209 | 12/31/2023 |
Herold Advisors Inc. | 1,704 | $209 | 12/31/2023 |
IYW | 1,704 | $209 | 12/31/2023 |
Gray Wealth Management Inc. | 1,701 | $209 | 12/31/2023 |
IYW | 1,701 | $209 | 12/31/2023 |
Syntegra Private Wealth Group LLC | 1,691 | $208 | 12/31/2023 |
IYW | 1,691 | $208 | 12/31/2023 |
Steele Capital Management Inc. | 1,526 | $206 | 03/31/2024 |
IYW | 1,526 | $206 | 03/31/2024 |
Coppell Advisory Solutions LLC | 1,677 | $206 | 12/31/2023 |
IYW | 1,677 | $206 | 12/31/2023 |
Aldebaran Capital LLC | 1,672 | $205 | 12/31/2023 |
IYW | 1,672 | $205 | 12/31/2023 |
Baker Avenue Asset Management LP | 1,643 | $202 | 12/31/2023 |
IYW | 1,643 | $202 | 12/31/2023 |
9258 Wealth Management LLC | 1,642 | $202 | 12/31/2023 |
IYW | 1,642 | $202 | 12/31/2023 |
Firestone Capital Management | 1,645 | $202 | 12/31/2023 |
IYW | 1,645 | $202 | 12/31/2023 |
MGB Wealth Management LLC | 1,628 | $201 | 12/31/2023 |
IYW | 1,628 | $201 | 12/31/2023 |
Fulton Breakefield Broenniman LLC | 1,631 | $200 | 12/31/2023 |
IYW | 1,631 | $200 | 12/31/2023 |
Deutsche Bank AG | 1,548 | $190 | 12/31/2023 |
IYW | 1,548 | $190 | 12/31/2023 |
Oxford Financial Group Ltd. | 1,521 | $187 | 12/31/2023 |
IYW | 1,521 | $187 | 12/31/2023 |
Kayne Anderson Rudnick Investment Management LLC | 1,505 | $185 | 12/31/2023 |
IYW | 1,505 | $185 | 12/31/2023 |
ICA Group Wealth Management LLC | 1,429 | $175 | 12/31/2023 |
IYW | 1,429 | $175 | 12/31/2023 |
NBT Bank N A NY | 1,399 | $172 | 12/31/2023 |
IYW | 1,399 | $172 | 12/31/2023 |
Cape Investment Advisory Inc. | 1,308 | $161 | 12/31/2023 |
IYW | 1,308 | $161 | 12/31/2023 |
Cherry Tree Wealth Management LLC | 1,203 | $148 | 12/31/2023 |
IYW | 1,203 | $148 | 12/31/2023 |
Plante Moran Financial Advisors LLC | 1,158 | $142 | 12/31/2023 |
IYW | 1,158 | $142 | 12/31/2023 |
Founders Capital Management | 949 | $128 | 03/31/2024 |
IYW | 949 | $128 | 03/31/2024 |
LGT Financial Advisors LLC | 1,044 | $128 | 12/31/2023 |
IYW | 1,044 | $128 | 12/31/2023 |
Optimum Investment Advisors | 938 | $127 | 03/31/2024 |
IYW | 938 | $127 | 03/31/2024 |
Main Street Group LTD | 1,029 | $126 | 12/31/2023 |
IYW | 1,029 | $126 | 12/31/2023 |
AlphaCore Capital LLC | 1,007 | $124 | 12/31/2023 |
IYW | 1,007 | $124 | 12/31/2023 |
Bessemer Group Inc. | 1,001 | $123 | 12/31/2023 |
IYW | 1,001 | $123 | 12/31/2023 |
Hanson & Doremus Investment Management | 896 | $121 | 03/31/2024 |
IYW | 896 | $121 | 03/31/2024 |
Tower Research Capital LLC TRC | 970 | $119 | 12/31/2023 |
IYW | 970 | $119 | 12/31/2023 |
Vermillion & White Wealth Management Group LLC | 973 | $119 | 12/31/2023 |
IYW | 973 | $119 | 12/31/2023 |
Hexagon Capital Partners LLC | 860 | $116 | 03/31/2024 |
IYW | 860 | $116 | 03/31/2024 |
Caitlin John LLC | 942 | $116 | 12/31/2023 |
IYW | 942 | $116 | 12/31/2023 |
Aptus Capital Advisors LLC | 927 | $114 | 12/31/2023 |
IYW | 927 | $114 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 924 | $113 | 12/31/2023 |
IYW | 924 | $113 | 12/31/2023 |
Planned Solutions Inc. | 878 | $108 | 12/31/2023 |
IYW | 878 | $108 | 12/31/2023 |
Future Financial Wealth Managment LLC | 770 | $104 | 03/31/2024 |
IYW | 770 | $104 | 03/31/2024 |
Colonial Trust Advisors | 846 | $104 | 12/31/2023 |
IYW | 846 | $104 | 12/31/2023 |
Clearstead Advisors LLC | 824 | $101 | 12/31/2023 |
IYW | 824 | $101 | 12/31/2023 |
Salem Investment Counselors Inc. | 732 | $99 | 03/31/2024 |
IYW | 732 | $99 | 03/31/2024 |
BOKF NA | 752 | $92 | 12/31/2023 |
IYW | 752 | $92 | 12/31/2023 |
Mitchell Sinkler & Starr PA | 700 | $86 | 12/31/2023 |
IYW | 700 | $86 | 12/31/2023 |
Tyler Stone Wealth Management | 689 | $85 | 12/31/2023 |
IYW | 689 | $85 | 12/31/2023 |
Townsend Asset Management Corp NC ADV | 671 | $82 | 12/31/2023 |
IYW | 671 | $82 | 12/31/2023 |
Burkett Financial Services LLC | 603 | $81 | 03/31/2024 |
IYW | 603 | $81 | 03/31/2024 |
Signaturefd LLC | 652 | $80 | 12/31/2023 |
IYW | 652 | $80 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 615 | $75 | 12/31/2023 |
IYW | 615 | $75 | 12/31/2023 |
MTM Investment Management LLC | 607 | $75 | 12/31/2023 |
IYW | 607 | $75 | 12/31/2023 |
Criterion Capital Advisors LLC | 552 | $74 | 03/31/2024 |
IYW | 552 | $74 | 03/31/2024 |
Northwest Financial Advisors | 600 | $74 | 12/31/2023 |
IYW | 600 | $74 | 12/31/2023 |
CKW Financial Group | 540 | $73 | 03/31/2024 |
IYW | 540 | $73 | 03/31/2024 |
Creekmur Asset Management LLC | 559 | $69 | 12/31/2023 |
IYW | 559 | $69 | 12/31/2023 |
First Personal Financial Services | 542 | $67 | 12/31/2023 |
IYW | 542 | $67 | 12/31/2023 |
Gradient Investments LLC | 481 | $65 | 03/31/2024 |
IYW | 481 | $65 | 03/31/2024 |
Newton One Investments LLC | 477 | $64 | 03/31/2024 |
IYW | 477 | $64 | 03/31/2024 |
Nalls Sherbakoff Group LLC | 518 | $64 | 12/31/2023 |
IYW | 518 | $64 | 12/31/2023 |
Family Asset Management LLC | 523 | $64 | 12/31/2023 |
IYW | 523 | $64 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 484 | $59 | 12/31/2023 |
IYW | 484 | $59 | 12/31/2023 |
GAMMA Investing LLC | 414 | $56 | 03/31/2024 |
IYW | 414 | $56 | 03/31/2024 |
Adirondack Trust Co. | 402 | $54 | 03/31/2024 |
IYW | 402 | $54 | 03/31/2024 |
West Paces Advisors Inc. | 400 | $54 | 03/31/2024 |
IYW | 400 | $54 | 03/31/2024 |
Davis Capital Management | 388 | $53 | 03/31/2024 |
IYW | 388 | $53 | 03/31/2024 |
Oak Harbor Wealth Partners LLC | 394 | $53 | 03/31/2024 |
IYW | 394 | $53 | 03/31/2024 |
Balentine LLC | 416 | $51 | 12/31/2023 |
IYW | 416 | $51 | 12/31/2023 |
Annis Gardner Whiting Capital Advisors LLC | 412 | $51 | 12/31/2023 |
IYW | 412 | $51 | 12/31/2023 |
Tidemark LLC | 404 | $50 | 12/31/2023 |
IYW | 404 | $50 | 12/31/2023 |
Provident Wealth Management LLC | 366 | $49 | 03/31/2024 |
IYW | 366 | $49 | 03/31/2024 |
First Manhattan Co. | 400 | $49 | 12/31/2023 |
IYW | 400 | $49 | 12/31/2023 |
Newbridge Financial Services Group Inc. | 399 | $49 | 12/31/2023 |
IYW | 399 | $49 | 12/31/2023 |
Rockbridge Investment Management LCC | 388 | $48 | 12/31/2023 |
IYW | 388 | $48 | 12/31/2023 |
Heritage Wealth Advisors | 379 | $47 | 12/31/2023 |
IYW | 379 | $47 | 12/31/2023 |
Hamilton Point Investment Advisors LLC | 386 | $47 | 12/31/2023 |
IYW | 386 | $47 | 12/31/2023 |
PSI Advisors LLC | 340 | $42 | 12/31/2023 |
IYW | 340 | $42 | 12/31/2023 |
GHP Investment Advisors Inc. | 335 | $41 | 12/31/2023 |
IYW | 335 | $41 | 12/31/2023 |
Park Place Capital Corp | 291 | $39 | 03/31/2024 |
IYW | 291 | $39 | 03/31/2024 |
South State CORP. | 320 | $39 | 12/31/2023 |
IYW | 320 | $39 | 12/31/2023 |
Sugarloaf Wealth Management LLC | 283 | $38 | 03/31/2024 |
IYW | 283 | $38 | 03/31/2024 |
Pacifica Partners Inc. | 280 | $38 | 03/31/2024 |
IYW | 280 | $38 | 03/31/2024 |
Brown Brothers Harriman & Co. | 300 | $37 | 12/31/2023 |
IYW | 300 | $37 | 12/31/2023 |
GoalVest Advisory LLC | 270 | $36 | 03/31/2024 |
IYW | 270 | $36 | 03/31/2024 |
Wagner Wealth Management LLC | 260 | $35 | 03/31/2024 |
IYW | 260 | $35 | 03/31/2024 |
Planning Capital Management Corp | 266 | $33 | 12/31/2023 |
IYW | 266 | $33 | 12/31/2023 |
Fortis Advisors LLC | 255 | $31 | 12/31/2023 |
IYW | 255 | $31 | 12/31/2023 |
Richardson Capital Management LLC | 218 | $29 | 03/31/2024 |
IYW | 218 | $29 | 03/31/2024 |
Citadel Advisors LLC | $29 | 12/31/2023 | |
Put | 43,300 | $5,315 | 12/31/2023 |
IYW | 36,841 | $4,522 | 12/31/2023 |
Call | 6,700 | $822 | 12/31/2023 |
Independence Bank of Kentucky | 160 | $22 | 03/31/2024 |
IYW | 160 | $22 | 03/31/2024 |
APCM Wealth Management for Individuals | 160 | $22 | 03/31/2024 |
IYW | 160 | $22 | 03/31/2024 |
Tsfg LLC | 160 | $22 | 03/31/2024 |
IYW | 160 | $22 | 03/31/2024 |
Nemes Rush Group LLC | 178 | $22 | 12/31/2023 |
IYW | 178 | $22 | 12/31/2023 |
Close Asset Management Ltd | 175 | $21 | 12/31/2023 |
IYW | 175 | $21 | 12/31/2023 |
Larson Financial Group LLC | 168 | $21 | 12/31/2023 |
IYW | 168 | $21 | 12/31/2023 |
City Holding Co. | 150 | $20 | 03/31/2024 |
IYW | 150 | $20 | 03/31/2024 |
Global Wealth Management Investment Advisory Inc. | 160 | $20 | 12/31/2023 |
IYW | 160 | $20 | 12/31/2023 |
Sanctuary Wealth Management L.L.C. | 155 | $19 | 12/31/2023 |
IYW | 155 | $19 | 12/31/2023 |
JDM Financial Group LLC | 151 | $19 | 12/31/2023 |
IYW | 151 | $19 | 12/31/2023 |
Element Wealth LLC | 147 | $18 | 12/31/2023 |
IYW | 147 | $18 | 12/31/2023 |
Halpern Financial Inc. | 120 | $16 | 03/31/2024 |
IYW | 120 | $16 | 03/31/2024 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 128 | $16 | 12/31/2023 |
IYW | 128 | $16 | 12/31/2023 |
EPG Wealth Management LLC | 119 | $16 | 12/31/2023 |
IYW | 119 | $16 | 12/31/2023 |
Resources Management Corp CT ADV | 123 | $15 | 12/31/2023 |
IYW | 123 | $15 | 12/31/2023 |
Joseph Group Capital Management | 106 | $13 | 12/31/2023 |
IYW | 106 | $13 | 12/31/2023 |
American National Bank | 92 | $12 | 03/31/2024 |
IYW | 92 | $12 | 03/31/2024 |
Fortitude Family Office LLC | 88 | $12 | 03/31/2024 |
IYW | 88 | $12 | 03/31/2024 |
Lindbrook Capital LLC | 100 | $12 | 12/31/2023 |
IYW | 100 | $12 | 12/31/2023 |
Live Oak Investment Partners | 99 | $12 | 12/31/2023 |
IYW | 99 | $12 | 12/31/2023 |
Cutler Group LP | $11 | 03/31/2024 | |
Call | 3,900 | $11 | 03/31/2024 |
Put | 400 | $0 | 03/31/2024 |
Rosenberg Matthew Hamilton | 71 | $10 | 03/31/2024 |
IYW | 71 | $10 | 03/31/2024 |
Investors Research Corp | 82 | $10 | 12/31/2023 |
IYW | 82 | $10 | 12/31/2023 |
Retirement Group LLC | 84 | $10 | 12/31/2023 |
IYW | 84 | $10 | 12/31/2023 |
Massmutual Trust Co. FSB ADV | 62 | $8 | 03/31/2024 |
IYW | 62 | $8 | 03/31/2024 |
Slocum Gordon & Co LLP | 68 | $8 | 12/31/2023 |
IYW | 68 | $8 | 12/31/2023 |
JJJ Advisors Inc. | 50 | $7 | 03/31/2024 |
IYW | 50 | $7 | 03/31/2024 |
Jones Financial Companies Lllp | 60 | $7 | 12/31/2023 |
IYW | 60 | $7 | 12/31/2023 |
Tucker Asset Management LLC | 56 | $7 | 12/31/2023 |
IYW | 56 | $7 | 12/31/2023 |
Evergreen Private Wealth LLC | 45 | $6 | 03/31/2024 |
IYW | 45 | $6 | 03/31/2024 |
Hollencrest Capital Management | 45 | $6 | 12/31/2023 |
IYW | 45 | $6 | 12/31/2023 |
Avion Wealth | 48 | $6 | 12/31/2023 |
IYW | 48 | $6 | 12/31/2023 |
Albion Financial Group UT | 36 | $5 | 03/31/2024 |
IYW | 36 | $5 | 03/31/2024 |
Central Bank & Trust Co. | 39 | $5 | 03/31/2024 |
IYW | 39 | $5 | 03/31/2024 |
Farmers & Merchants Investments Inc. | 37 | $5 | 03/31/2024 |
IYW | 37 | $5 | 03/31/2024 |
Progressive Investment Management Corp | 38 | $5 | 03/31/2024 |
IYW | 38 | $5 | 03/31/2024 |
Archer Investment Corp | 40 | $5 | 12/31/2023 |
IYW | 40 | $5 | 12/31/2023 |
Dunhill Financial LLC | 41 | $5 | 12/31/2023 |
IYW | 41 | $5 | 12/31/2023 |
Thompson Investment Management Inc. | 33 | $4 | 03/31/2024 |
IYW | 33 | $4 | 03/31/2024 |
Parkside Financial Bank & Trust | 30 | $4 | 12/31/2023 |
IYW | 30 | $4 | 12/31/2023 |
First Pacific Financial | 34 | $4 | 12/31/2023 |
IYW | 34 | $4 | 12/31/2023 |
Woodmont Investment Counsel LLC | 23 | $3 | 03/31/2024 |
IYW | 23 | $3 | 03/31/2024 |
Thompson Siegel & Walmsley LLC | 28 | $3 | 12/31/2023 |
IYW | 28 | $3 | 12/31/2023 |
Impact Partnership Wealth LLC | 26 | $3 | 12/31/2023 |
IYW | 26 | $3 | 12/31/2023 |
Able Wealth Management LLC | 24 | $3 | 12/31/2023 |
IYW | 24 | $3 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 13 | $2 | 03/31/2024 |
IYW | 13 | $2 | 03/31/2024 |
Bellevue Asset Management LLC | 15 | $2 | 12/31/2023 |
IYW | 15 | $2 | 12/31/2023 |
Arcadia Investment Management Corp MI | 8 | $1 | 03/31/2024 |
IYW | 8 | $1 | 03/31/2024 |
Phillips Financial Management LLC | 11 | $1 | 03/31/2024 |
IYW | 11 | $1 | 03/31/2024 |
Oakworth Capital Inc. | 7 | $1 | 03/31/2024 |
IYW | 7 | $1 | 03/31/2024 |
DHJJ Financial Advisors Ltd. | 4 | $1 | 03/31/2024 |
IYW | 4 | $1 | 03/31/2024 |
AllSquare Wealth Management LLC | 10 | $1 | 12/31/2023 |
IYW | 10 | $1 | 12/31/2023 |
Private Wealth Management Group LLC | 9 | $1 | 12/31/2023 |
IYW | 9 | $1 | 12/31/2023 |
Glassman Wealth Services | 3 | $0 | 12/31/2023 |
IYW | 3 | $0 | 12/31/2023 |
Wolverine Trading LLC | $-645 | 12/31/2023 | |
Put | 11,000 | $1,350 | 12/31/2023 |
IYW | 3,340 | $410 | 12/31/2023 |
Call | 2,400 | $295 | 12/31/2023 |
Susquehanna International Group LLP | 99,900 | $-3,695 | 12/31/2023 |
Put | 130,000 | $15,958 | 12/31/2023 |
Call | 99,900 | $12,263 | 12/31/2023 |
See Summary: Institutional Holders of IYW
See Details: Top 10 Hedge Funds Holding IYW
Also See: IYW Holdings Changes
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