HoldingsChannel.com



Funds Holding IYW

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.10,523,831$1,291,800 12/31/2023
     IYW10,523,831$1,291,800 12/31/2023
Morgan Stanley6,225,786$764,215 12/31/2023
     IYW6,225,786$764,215 12/31/2023
Bank of America Corp DE4,337,706$532,453 12/31/2023
     IYW4,337,706$532,453 12/31/2023
Green Harvest Asset Management LLC4,247,263$521,352 12/31/2023
     IYW4,247,263$521,352 12/31/2023
LPL Financial LLC $415,894 12/31/2023
     IYW3,409,733$418,545 12/31/2023
     Put21,600$2,651 12/31/2023
JPMorgan Chase & Co.2,785,245$341,889 12/31/2023
     IYW2,785,245$341,889 12/31/2023
BlackRock Inc.2,187,676$268,537 12/31/2023
     IYW2,187,676$268,537 12/31/2023
UBS Group AG2,129,589$261,407 12/31/2023
     IYW2,129,589$261,407 12/31/2023
FIL Ltd1,456,287$178,759 12/31/2023
     IYW1,456,287$178,759 12/31/2023
Ameriprise Financial Inc.1,304,660$160,170 12/31/2023
     IYW1,304,660$160,170 12/31/2023
CWM LLC1,173,803$158,534 03/31/2024
     IYW1,173,803$158,534 03/31/2024
Envestnet Portfolio Solutions Inc.1,257,759$154,390 12/31/2023
     IYW1,257,759$154,390 12/31/2023
Wells Fargo & Company MN1,254,072$153,937 12/31/2023
     IYW1,254,072$153,937 12/31/2023
Advisor Group Holdings Inc.1,164,820$143,053 12/31/2023
     IYW1,164,820$143,053 12/31/2023
Park Avenue Securities LLC1,054,653$142,441 03/31/2024
     IYW1,054,653$142,441 03/31/2024
Raymond James Financial Services Advisors Inc.882,381$119,174 03/31/2024
     IYW882,381$119,174 03/31/2024
Royal Bank of Canada903,042$110,849 12/31/2023
     IYW903,042$110,849 12/31/2023
MML Investors Services LLC802,198$98,470 12/31/2023
     IYW802,198$98,470 12/31/2023
Commonwealth Equity Services LLC799,788$98,174 12/31/2023
     IYW799,788$98,174 12/31/2023
Janney Montgomery Scott LLC660,620$81,091 12/31/2023
     IYW660,620$81,091 12/31/2023
Raymond James & Associates553,635$74,774 03/31/2024
     IYW553,635$74,774 03/31/2024
Bank of New York Mellon Corp553,010$67,882 12/31/2023
     IYW553,010$67,882 12/31/2023
RiverFront Investment Group LLC552,862$67,863 12/31/2023
     IYW552,862$67,863 12/31/2023
Two Sigma Investments LP441,000$54,133 12/31/2023
     IYW441,000$54,133 12/31/2023
United Capital Financial Advisers LLC440,608$54,085 12/31/2023
     IYW440,608$54,085 12/31/2023
Hsbc Holdings PLC437,025$53,645 12/31/2023
     IYW437,025$53,645 12/31/2023
Resources Investment Advisors LLC.428,381$52,584 12/31/2023
     IYW428,381$52,584 12/31/2023
Stifel Financial Corp423,700$52,012 12/31/2023
     IYW423,700$52,012 12/31/2023
The PNC Financial Services Group Inc.420,593$51,628 12/31/2023
     IYW420,593$51,628 12/31/2023
Parker Investment Management LLC436,329$51,269 12/31/2023
     IYW436,329$51,269 12/31/2023
Captrust Financial Advisors413,921$50,809 12/31/2023
     IYW413,921$50,809 12/31/2023
Congress Wealth Management LLC DE 336,467$45,443 03/31/2024
     IYW336,467$45,443 03/31/2024
Cetera Investment Advisers320,790$39,377 12/31/2023
     IYW320,790$39,377 12/31/2023
GWM Advisors LLC315,136$39,252 12/31/2023
     IYW315,136$39,252 12/31/2023
Quotient Wealth Partners LLC316,321$38,828 12/31/2023
     IYW316,321$38,828 12/31/2023
Financial Gravity Asset Management Inc.310,777$38,148 12/31/2023
     IYW310,777$38,148 12/31/2023
Cambridge Investment Research Advisors Inc.290,437$35,651 12/31/2023
     IYW290,437$35,651 12/31/2023
AE Wealth Management LLC273,580$35,401 12/31/2023
     IYW273,580$35,401 12/31/2023
Kestra Advisory Services LLC274,608$33,708 12/31/2023
     IYW274,608$33,708 12/31/2023
JB Capital LLC270,181$33,165 12/31/2023
     IYW270,181$33,165 12/31/2023
Prudential Financial Inc.268,934$33,012 12/31/2023
     IYW268,934$33,012 12/31/2023
Two Sigma Advisers LP238,800$29,313 12/31/2023
     IYW238,800$29,313 12/31/2023
Wealthsource Partners LLC238,192$29,238 12/31/2023
     IYW238,192$29,238 12/31/2023
HighTower Advisors LLC237,481$29,115 12/31/2023
     IYW237,481$29,115 12/31/2023
First Merchants Corp235,545$28,913 12/31/2023
     IYW235,545$28,913 12/31/2023
Portfolio Strategies Inc.232,121$28,522 12/31/2023
     IYW232,121$28,522 12/31/2023
Howard Capital Management Group LLC204,293$27,592 03/31/2024
     IYW204,293$27,592 03/31/2024
Goldman Sachs Group Inc.222,222$27,278 12/31/2023
     IYW222,222$27,278 12/31/2023
Apexium Financial LP199,062$26,885 03/31/2024
     IYW199,062$26,885 03/31/2024
Cetera Advisor Networks LLC210,454$25,833 12/31/2023
     IYW210,454$25,833 12/31/2023
Foundations Investment Advisors LLC189,161$24,190 12/31/2023
     IYW189,161$24,190 12/31/2023
Avantax Advisory Services Inc.187,788$23,051 12/31/2023
     IYW187,788$23,051 12/31/2023
Stratos Wealth Partners LTD.170,209$22,989 03/31/2024
     IYW170,209$22,989 03/31/2024
Commerce Bank181,861$22,323 12/31/2023
     IYW181,861$22,323 12/31/2023
Private Advisor Group LLC178,651$21,929 12/31/2023
     IYW178,651$21,929 12/31/2023
Integrated Wealth Concepts LLC178,328$21,890 12/31/2023
     IYW178,328$21,890 12/31/2023
Advisory Services Network LLC176,479$21,663 12/31/2023
     IYW176,479$21,663 12/31/2023
Granite Bay Wealth Management LLC190,729$21,636 12/31/2023
     IYW190,729$21,636 12/31/2023
Cetera Advisors LLC175,576$21,552 12/31/2023
     IYW175,576$21,552 12/31/2023
Advocacy Wealth Management Services LLC140,908$19,031 03/31/2024
     IYW140,908$19,031 03/31/2024
Atria Wealth Solutions Inc.154,828$19,005 12/31/2023
     IYW154,828$19,005 12/31/2023
SPC Financial Inc.148,776$18,262 12/31/2023
     IYW148,776$18,262 12/31/2023
Truist Financial Corp142,437$17,484 12/31/2023
     IYW142,437$17,484 12/31/2023
Avid Wealth Partners LLC140,380$17,232 12/31/2023
     IYW140,380$17,232 12/31/2023
Mariner LLC140,073$17,194 12/31/2023
     IYW140,073$17,194 12/31/2023
Capital Investment Advisors LLC122,372$16,528 03/31/2024
     IYW122,372$16,528 03/31/2024
Austin Private Wealth LLC121,459$16,369 03/31/2024
     IYW121,459$16,369 03/31/2024
Stillwater Capital Advisors LLC119,515$16,142 03/31/2024
     IYW119,515$16,142 03/31/2024
US Bancorp DE129,995$15,957 12/31/2023
     IYW129,995$15,957 12/31/2023
Wealth Enhancement Advisory Services LLC117,558$15,877 03/31/2024
     IYW117,558$15,877 03/31/2024
MA Private Wealth125,992$15,465 12/31/2023
     IYW125,992$15,465 12/31/2023
Atria Investments LLC123,518$15,162 12/31/2023
     IYW123,518$15,162 12/31/2023
Northwestern Mutual Wealth Management Co.121,940$14,969 12/31/2023
     IYW121,940$14,969 12/31/2023
Thrivent Financial for Lutherans120,627$14,807 12/31/2023
     IYW120,627$14,807 12/31/2023
Rockefeller Capital Management L.P.113,620$13,947 12/31/2023
     IYW113,620$13,947 12/31/2023
Toroso Investments LLC111,508$13,688 12/31/2023
     IYW111,508$13,688 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors110,704$13,589 12/31/2023
     IYW110,704$13,589 12/31/2023
Mendel Capital Management LLC110,286$13,538 12/31/2023
     IYW110,286$13,538 12/31/2023
Creative Planning109,641$13,458 12/31/2023
     IYW109,641$13,458 12/31/2023
Tritonpoint Wealth LLC107,501$13,196 12/31/2023
     IYW107,501$13,196 12/31/2023
Horst & Graben Wealth Management LLC94,211$12,724 03/31/2024
     IYW94,211$12,724 03/31/2024
First Citizens Financial Corp103,381$12,690 12/31/2023
     IYW103,381$12,690 12/31/2023
Icon Wealth Advisors LLC102,072$12,529 12/31/2023
     IYW102,072$12,529 12/31/2023
AdvisorNet Financial Inc88,463$11,948 03/31/2024
     IYW88,463$11,948 03/31/2024
Bank of Montreal Can96,690$11,941 12/31/2023
     IYW96,690$11,941 12/31/2023
Prospera Financial Services Inc97,214$11,933 12/31/2023
     IYW97,214$11,933 12/31/2023
One Wealth Advisors LLC85,784$11,586 03/31/2024
     IYW85,784$11,586 03/31/2024
CIBC Private Wealth Group LLC93,943$11,532 12/31/2023
     IYW93,943$11,532 12/31/2023
Steel Peak Wealth Management LLC82,860$11,191 03/31/2024
     IYW82,860$11,191 03/31/2024
First Horizon Advisors Inc.90,504$11,109 12/31/2023
     IYW90,504$11,109 12/31/2023
Commonwealth Financial Services LLC89,426$10,977 12/31/2023
     IYW89,426$10,977 12/31/2023
Change Path LLC89,250$10,956 12/31/2023
     IYW89,250$10,956 12/31/2023
Perigon Wealth Management LLC88,574$10,873 12/31/2023
     IYW88,574$10,873 12/31/2023
Spire Wealth Management84,710$10,845 12/31/2023
     IYW84,710$10,845 12/31/2023
Cary Street Partners Investment Advisory LLC88,343$10,844 12/31/2023
     IYW88,343$10,844 12/31/2023
Security Financial Services INC.79,166$10,692 03/31/2024
     IYW79,166$10,692 03/31/2024
Rollins Financial84,759$10,404 12/31/2023
     IYW84,759$10,404 12/31/2023
Rollins Financial Advisors LLC84,759$10,404 12/31/2023
     IYW84,759$10,404 12/31/2023
Brookstone Capital Management76,476$10,329 03/31/2024
     IYW76,476$10,329 03/31/2024
Strategic Blueprint LLC75,873$10,247 03/31/2024
     IYW75,873$10,247 03/31/2024
Buttonwood Financial Group LLC75,286$10,168 03/31/2024
     IYW75,286$10,168 03/31/2024
Gries Financial LLC81,399$9,992 12/31/2023
     IYW81,399$9,992 12/31/2023
Prime Capital Investment Advisors LLC80,602$9,894 12/31/2023
     IYW80,602$9,894 12/31/2023
Stonebridge Financial Planning Group LLC79,507$9,759 12/31/2023
     IYW79,507$9,759 12/31/2023
High Falls Advisors Inc79,285$9,732 12/31/2023
     IYW79,285$9,732 12/31/2023
Mechanics Bank Trust Department71,764$9,692 03/31/2024
     IYW71,764$9,692 03/31/2024
Pettinga Financial Advisors LLC71,480$9,654 03/31/2024
     IYW71,480$9,654 03/31/2024
Jane Street Group LLC76,545$9,396 12/31/2023
     IYW76,545$9,396 12/31/2023
National Bank of Canada FI77,974$9,310 12/31/2023
     IYW77,974$9,310 12/31/2023
Sandy Spring Bank74,764$9,177 12/31/2023
     IYW74,764$9,177 12/31/2023
Sawtooth Solutions LLC74,300$9,120 12/31/2023
     IYW74,300$9,120 12/31/2023
Bleakley Financial Group LLC74,300$9,120 12/31/2023
     IYW74,300$9,120 12/31/2023
Sharkey Howes & Javer66,849$9,029 03/31/2024
     IYW66,849$9,029 03/31/2024
Steward Partners Investment Advisory LLC73,002$8,961 12/31/2023
     IYW73,002$8,961 12/31/2023
HC Advisors LLC72,010$8,839 12/31/2023
     IYW72,010$8,839 12/31/2023
CI Private Wealth LLC70,388$8,640 12/31/2023
     IYW70,388$8,640 12/31/2023
Invst LLC66,495$8,638 12/31/2023
     IYW66,495$8,638 12/31/2023
Ciovacco Capital Management LLC70,242$8,622 12/31/2023
     IYW70,242$8,622 12/31/2023
Scarborough Advisors LLC68,412$8,398 12/31/2023
     IYW68,412$8,398 12/31/2023
Berkeley Capital Partners LLC65,883$8,087 12/31/2023
     IYW65,883$8,087 12/31/2023
West Wealth Group LLC64,329$7,896 12/31/2023
     IYW64,329$7,896 12/31/2023
Signature Wealth Management Partners LLC63,929$7,847 12/31/2023
     IYW63,929$7,847 12/31/2023
Mmbg Investment Advisors CO.62,290$7,646 12/31/2023
     IYW62,290$7,646 12/31/2023
Orion Portfolio Solutions LLC63,040$7,611 12/31/2023
     IYW63,040$7,611 12/31/2023
Merit Financial Group LLC61,611$7,563 12/31/2023
     IYW61,611$7,563 12/31/2023
National Asset Management Inc.61,183$7,510 12/31/2023
     IYW61,183$7,510 12/31/2023
Keebeck Wealth Management LLC60,947$7,481 12/31/2023
     IYW60,947$7,481 12/31/2023
Lido Advisors LLC60,819$7,465 12/31/2023
     IYW60,819$7,465 12/31/2023
Amundi61,153$7,407 12/31/2023
     IYW61,153$7,407 12/31/2023
Liberty Wealth Management LLC58,352$7,160 12/31/2023
     IYW58,352$7,160 12/31/2023
Migdal Insurance & Financial Holdings Ltd.58,091$7,133 12/31/2023
     IYW58,091$7,133 12/31/2023
Farther Finance Advisors LLC58,084$7,130 12/31/2023
     IYW58,084$7,130 12/31/2023
Cypress Wealth Services LLC52,492$7,090 03/31/2024
     IYW52,492$7,090 03/31/2024
Spectrum Wealth Counsel LLC56,945$6,990 12/31/2023
     IYW56,945$6,990 12/31/2023
Cadent Capital Advisors LLC51,387$6,940 03/31/2024
     IYW51,387$6,940 03/31/2024
Huntington National Bank55,506$6,813 12/31/2023
     IYW55,506$6,813 12/31/2023
Townsquare Capital LLC55,237$6,780 12/31/2023
     IYW55,237$6,780 12/31/2023
Pathstone Holdings LLC55,082$6,761 12/31/2023
     IYW55,082$6,761 12/31/2023
Kickstand Ventures LLC.54,508$6,691 12/31/2023
     IYW54,508$6,691 12/31/2023
ONE Advisory Partners LLC49,361$6,667 03/31/2024
     IYW49,361$6,667 03/31/2024
Summit X LLC54,093$6,635 12/31/2023
     IYW54,093$6,635 12/31/2023
Financial Life Advisors49,083$6,629 03/31/2024
     IYW49,083$6,629 03/31/2024
Focus Financial Network Inc. ADV53,752$6,598 12/31/2023
     IYW53,752$6,598 12/31/2023
UMA Financial Services Inc.49,396$6,490 03/31/2024
     IYW49,396$6,490 03/31/2024
BCJ Capital Management LLC52,559$6,452 12/31/2023
     IYW52,559$6,452 12/31/2023
Benchmark Investment Advisors LLC52,559$6,452 12/31/2023
     IYW52,559$6,452 12/31/2023
Perkins Coie Trust Co46,904$6,335 03/31/2024
     IYW46,904$6,335 03/31/2024
Wealth Alliance50,890$6,247 12/31/2023
     IYW50,890$6,247 12/31/2023
Connectus Wealth LLC50,838$6,246 12/31/2023
     IYW50,838$6,246 12/31/2023
Ronald Blue Trust Inc.50,879$6,245 12/31/2023
     IYW50,879$6,245 12/31/2023
Cary Street Partners Asset Management LLC50,720$6,226 12/31/2023
     IYW50,720$6,226 12/31/2023
Canada Pension Plan Investment Board50,000$6,138 12/31/2023
     IYW50,000$6,138 12/31/2023
Crown Wealth Group LLC49,466$6,072 12/31/2023
     IYW49,466$6,072 12/31/2023
Keystone Financial Services48,995$6,014 12/31/2023
     IYW48,995$6,014 12/31/2023
Stone House Investment Management LLC48,384$5,939 12/31/2023
     IYW48,384$5,939 12/31/2023
J.Safra Asset Management Corp47,904$5,880 12/31/2023
     IYW47,904$5,880 12/31/2023
TNF LLC44,316$5,797 12/31/2023
     IYW44,316$5,797 12/31/2023
Comerica Bank47,159$5,789 12/31/2023
     IYW47,159$5,789 12/31/2023
Fifth Third Securities Inc.42,859$5,788 03/31/2024
     IYW42,859$5,788 03/31/2024
Concurrent Investment Advisors LLC46,434$5,700 12/31/2023
     IYW46,434$5,700 12/31/2023
Perennial Investment Advisors LLC46,366$5,696 12/31/2023
     IYW46,366$5,696 12/31/2023
TSA Wealth Managment LLC46,092$5,658 12/31/2023
     IYW46,092$5,658 12/31/2023
Russell Investments Group Ltd.45,770$5,618 12/31/2023
     IYW45,770$5,618 12/31/2023
Essex LLC44,650$5,481 12/31/2023
     IYW44,650$5,481 12/31/2023
KWB Wealth40,346$5,449 03/31/2024
     IYW40,346$5,449 03/31/2024
Johnson Investment Counsel Inc.44,388$5,449 12/31/2023
     IYW44,388$5,449 12/31/2023
Richard P Slaughter Associates Inc40,235$5,434 03/31/2024
     IYW40,235$5,434 03/31/2024
Cottonwood Capital Advisors LLC44,051$5,407 12/31/2023
     IYW44,051$5,407 12/31/2023
Creative Financial Designs Inc. ADV43,806$5,377 12/31/2023
     IYW43,806$5,377 12/31/2023
Apollon Wealth Management LLC43,687$5,363 12/31/2023
     IYW43,687$5,363 12/31/2023
Signify Wealth43,667$5,360 12/31/2023
     IYW43,667$5,360 12/31/2023
Pittenger & Anderson Inc.43,140$5,295 12/31/2023
     IYW43,140$5,295 12/31/2023
Day & Ennis LLC43,020$5,281 12/31/2023
     IYW43,020$5,281 12/31/2023
Scotia Capital Inc.42,768$5,249 12/31/2023
     IYW42,768$5,249 12/31/2023
Proequities Inc.42,666$5,237 12/31/2023
     IYW42,666$5,237 12/31/2023
Mercer Global Advisors Inc. ADV42,360$5,200 12/31/2023
     IYW42,360$5,200 12/31/2023
Simmons Bank42,311$5,194 12/31/2023
     IYW42,311$5,194 12/31/2023
Jackson Wealth Management LLC42,170$5,176 12/31/2023
     IYW42,170$5,176 12/31/2023
Legacy Financial Group LLC38,214$5,161 03/31/2024
     IYW38,214$5,161 03/31/2024
Snowden Capital Advisors LLC41,721$5,121 12/31/2023
     IYW41,721$5,121 12/31/2023
FMR LLC41,633$5,110 12/31/2023
     IYW41,633$5,110 12/31/2023
Mutual Advisors LLC40,774$5,005 12/31/2023
     IYW40,774$5,005 12/31/2023
RFG Advisory LLC36,893$4,983 03/31/2024
     IYW36,893$4,983 03/31/2024
Baird Financial Group Inc.40,547$4,977 12/31/2023
     IYW40,547$4,977 12/31/2023
SSI Investment Management LLC39,817$4,888 12/31/2023
     IYW39,817$4,888 12/31/2023
Pinkerton Retirement Specialists LLC39,498$4,848 12/31/2023
     IYW39,498$4,848 12/31/2023
Northern Trust Corp39,121$4,802 12/31/2023
     IYW39,121$4,802 12/31/2023
U.S. Capital Wealth Advisors LLC38,992$4,786 12/31/2023
     IYW38,992$4,786 12/31/2023
WCG Wealth Advisors LLC38,457$4,721 12/31/2023
     IYW38,457$4,721 12/31/2023
PAX Financial Group LLC34,915$4,625 12/31/2023
     IYW34,915$4,625 12/31/2023
M&T Bank Corp37,518$4,605 12/31/2023
     IYW37,518$4,605 12/31/2023
Staley Capital Advisers Inc.37,300$4,579 12/31/2023
     IYW37,300$4,579 12/31/2023
WealthBridge Capital Management LLC37,264$4,574 12/31/2023
     IYW37,264$4,574 12/31/2023
TRUE Private Wealth Advisors37,209$4,567 12/31/2023
     IYW37,209$4,567 12/31/2023
Apeiron RIA LLC33,742$4,557 03/31/2024
     IYW33,742$4,557 03/31/2024
Camden Capital LLC36,961$4,537 12/31/2023
     IYW36,961$4,537 12/31/2023
Clear Creek Financial Management LLC36,847$4,523 12/31/2023
     IYW36,847$4,523 12/31/2023
Concentric Wealth Management LLC36,617$4,495 12/31/2023
     IYW36,617$4,495 12/31/2023
Regal Investment Advisors LLC36,213$4,445 12/31/2023
     IYW36,213$4,445 12/31/2023
Banco Bilbao Vizcaya Argentaria S.A.35,979$4,416 12/31/2023
     IYW35,979$4,416 12/31/2023
EverSource Wealth Advisors LLC35,353$4,340 12/31/2023
     IYW35,353$4,340 12/31/2023
Carnegie Capital Asset Management LLC34,681$4,257 12/31/2023
     IYW34,681$4,257 12/31/2023
Pettyjohn Wood & White Inc.33,930$4,165 12/31/2023
     IYW33,930$4,165 12/31/2023
Cardinal Strategic Wealth Guidance33,220$4,078 12/31/2023
     IYW33,220$4,078 12/31/2023
Founders Financial Securities LLC30,057$4,059 03/31/2024
     IYW30,057$4,059 03/31/2024
Montecito Bank & Trust29,554$3,992 03/31/2024
     IYW29,554$3,992 03/31/2024
Ascent Group LLC29,869$3,985 12/31/2023
     IYW29,869$3,985 12/31/2023
Forte Asset Management LLC32,043$3,933 12/31/2023
     IYW32,043$3,933 12/31/2023
EWG Elevate Inc.28,000$3,782 03/31/2024
     IYW28,000$3,782 03/31/2024
Ferguson Wellman Capital Management Inc.27,885$3,766 03/31/2024
     IYW27,885$3,766 03/31/2024
Maia Wealth LLC30,660$3,763 12/31/2023
     IYW30,660$3,763 12/31/2023
Tactive Advisors LLC30,640$3,761 12/31/2023
     IYW30,640$3,761 12/31/2023
One Capital Management LLC30,497$3,744 12/31/2023
     IYW30,497$3,744 12/31/2023
Bay Harbor Wealth Management LLC27,681$3,739 03/31/2024
     IYW27,681$3,739 03/31/2024
JNB Advisors LLC30,310$3,721 12/31/2023
     IYW30,310$3,721 12/31/2023
Cobblestone Asset Management LLC27,504$3,715 03/31/2024
     IYW27,504$3,715 03/31/2024
Sowell Financial Services LLC29,761$3,653 12/31/2023
     IYW29,761$3,653 12/31/2023
RSM US Wealth Management LLC29,739$3,650 12/31/2023
     IYW29,739$3,650 12/31/2023
Financial Management Professionals Inc.26,974$3,643 03/31/2024
     IYW26,974$3,643 03/31/2024
WBH Advisory Inc.26,947$3,639 03/31/2024
     IYW26,947$3,639 03/31/2024
Forthright Family Wealth Advisory LLC29,169$3,580 12/31/2023
     IYW29,169$3,580 12/31/2023
IFG Advisory LLC28,904$3,548 12/31/2023
     IYW28,904$3,548 12/31/2023
Madrona Financial Services LLC25,631$3,462 03/31/2024
     IYW25,631$3,462 03/31/2024
Jaffetilchin Investment Partners LLC27,937$3,429 12/31/2023
     IYW27,937$3,429 12/31/2023
Bartlett & Co. LLC27,678$3,413 12/31/2023
     IYW27,678$3,413 12/31/2023
Bartlett & CO. Wealth Management LLC27,678$3,413 12/31/2023
     IYW27,678$3,413 12/31/2023
Country Club Bank GFN27,337$3,371 12/31/2023
     IYW27,337$3,371 12/31/2023
Parallel Advisors LLC27,386$3,362 12/31/2023
     IYW27,386$3,362 12/31/2023
Csenge Advisory Group27,357$3,358 12/31/2023
     IYW27,357$3,358 12/31/2023
DT Investment Partners LLC25,800$3,346 12/31/2023
     IYW25,800$3,346 12/31/2023
WealthShield Partners LLC27,164$3,334 12/31/2023
     IYW27,164$3,334 12/31/2023
CIBC World Markets Inc.26,768$3,286 12/31/2023
     IYW26,768$3,286 12/31/2023
Swmg LLC26,657$3,272 12/31/2023
     IYW26,657$3,272 12/31/2023
Sunbelt Securities Inc.24,184$3,266 03/31/2024
     IYW24,184$3,266 03/31/2024
Atomi Financial Group Inc.25,729$3,158 12/31/2023
     IYW25,729$3,158 12/31/2023
Peapack Gladstone Financial Corp24,918$3,058 12/31/2023
     IYW24,918$3,058 12/31/2023
Gilliland Jeter Wealth Management LLC24,653$3,026 12/31/2023
     IYW24,653$3,026 12/31/2023
We Are One Seven LLC24,616$3,022 12/31/2023
     IYW24,616$3,022 12/31/2023
SILVER OAK SECURITIES Inc24,454$3,002 12/31/2023
     IYW24,454$3,002 12/31/2023
Acropolis Investment Management LLC22,207$2,999 03/31/2024
     IYW22,207$2,999 03/31/2024
Derbend Asset Management24,094$2,958 12/31/2023
     IYW24,094$2,958 12/31/2023
One Wealth Management Investment & Advisory Services LLC23,384$2,870 12/31/2023
     IYW23,384$2,870 12/31/2023
Laidlaw Wealth Management LLC23,277$2,857 12/31/2023
     IYW23,277$2,857 12/31/2023
Blair William & Co. IL23,224$2,851 12/31/2023
     IYW23,224$2,851 12/31/2023
Cerity Partners LLC23,119$2,838 12/31/2023
     IYW23,119$2,838 12/31/2023
AdvisorShares Investments LLC23,100$2,836 12/31/2023
     IYW23,100$2,836 12/31/2023
Rathbone Brothers plc23,028$2,827 12/31/2023
     IYW23,028$2,827 12/31/2023
CoreCap Advisors LLC23,025$2,826 12/31/2023
     IYW23,025$2,826 12/31/2023
JustInvest LLC22,790$2,797 12/31/2023
     IYW22,790$2,797 12/31/2023
Ameritas Advisory Services LLC21,184$2,771 12/31/2023
     IYW21,184$2,771 12/31/2023
Harbour Investments Inc.22,562$2,769 12/31/2023
     IYW22,562$2,769 12/31/2023
Connecticut Wealth Management LLC22,128$2,716 12/31/2023
     IYW22,128$2,716 12/31/2023
Financial Counselors Inc.22,108$2,714 12/31/2023
     IYW22,108$2,714 12/31/2023
SigFig Wealth Management LLC22,078$2,710 12/31/2023
     IYW22,078$2,710 12/31/2023
Clifford Swan Investment Counsel LLC20,000$2,701 03/31/2024
     IYW20,000$2,701 03/31/2024
Mayflower Financial Advisors LLC21,491$2,638 12/31/2023
     IYW21,491$2,638 12/31/2023
Condor Capital Management21,440$2,632 12/31/2023
     IYW21,440$2,632 12/31/2023
Maxwell Wealth Strategies Inc.21,414$2,629 12/31/2023
     IYW21,414$2,629 12/31/2023
Counterweight Ventures LLC21,318$2,617 12/31/2023
     IYW21,318$2,617 12/31/2023
Northeast Financial Consultants Inc21,310$2,616 12/31/2023
     IYW21,310$2,616 12/31/2023
ShoreHaven Wealth Partners LLC21,240$2,607 12/31/2023
     IYW21,240$2,607 12/31/2023
Citigroup Inc.21,076$2,587 12/31/2023
     IYW21,076$2,587 12/31/2023
Baystate Wealth Management LLC20,971$2,574 12/31/2023
     IYW20,971$2,574 12/31/2023
Sontag Advisory LLC20,808$2,554 12/31/2023
     IYW20,808$2,554 12/31/2023
Stephens Inc. AR20,773$2,550 12/31/2023
     IYW20,773$2,550 12/31/2023
First Hawaiian Bank18,859$2,547 03/31/2024
     IYW18,859$2,547 03/31/2024
Ieq Capital LLC20,678$2,538 12/31/2023
     IYW20,678$2,538 12/31/2023
My Legacy Advisors LLC20,658$2,537 12/31/2023
     IYW20,658$2,537 12/31/2023
Stratos Wealth Advisors LLC18,733$2,530 03/31/2024
     IYW18,733$2,530 03/31/2024
KKM Financial LLC20,539$2,521 12/31/2023
     IYW20,539$2,521 12/31/2023
IHT Wealth Management LLC20,533$2,520 12/31/2023
     IYW20,533$2,520 12/31/2023
Nwam LLC20,322$2,495 12/31/2023
     IYW20,322$2,495 12/31/2023
Matthew Goff Investment Advisor LLC18,284$2,469 03/31/2024
     IYW18,284$2,469 03/31/2024
Parsons Capital Management Inc. RI18,277$2,468 03/31/2024
     IYW18,277$2,468 03/31/2024
Keybank National Association OH20,050$2,461 12/31/2023
     IYW20,050$2,461 12/31/2023
Claudia M.P. Batlle CRP R LLC20,029$2,459 12/31/2023
     IYW20,029$2,459 12/31/2023
MAI Capital Management19,904$2,443 12/31/2023
     IYW19,904$2,443 12/31/2023
Beacon Financial Group19,665$2,414 12/31/2023
     IYW19,665$2,414 12/31/2023
STA Wealth Management LLC19,091$2,343 12/31/2023
     IYW19,091$2,343 12/31/2023
Firethorn Wealth Partners LLC17,121$2,312 03/31/2024
     IYW17,121$2,312 03/31/2024
Renaissance Technologies LLC18,800$2,308 12/31/2023
     IYW18,800$2,308 12/31/2023
Cresset Asset Management LLC18,740$2,300 12/31/2023
     IYW18,740$2,300 12/31/2023
Benjamin F. Edwards & Company Inc.18,684$2,293 12/31/2023
     IYW18,684$2,293 12/31/2023
Pinnacle Associates Ltd.18,618$2,285 12/31/2023
     IYW18,618$2,285 12/31/2023
Haverford Trust Co.18,555$2,278 12/31/2023
     IYW18,555$2,278 12/31/2023
Tradition Wealth Management LLC18,542$2,276 12/31/2023
     IYW18,542$2,276 12/31/2023
Kestra Private Wealth Services LLC18,518$2,273 12/31/2023
     IYW18,518$2,273 12/31/2023
Mount Yale Investment Advisors LLC18,383$2,256 12/31/2023
     IYW18,383$2,256 12/31/2023
First United Bank Trust18,204$2,235 12/31/2023
     IYW18,204$2,235 12/31/2023
IFP Advisors Inc18,195$2,234 12/31/2023
     IYW18,195$2,234 12/31/2023
Tempus Wealth Planning LLC16,509$2,230 03/31/2024
     IYW16,509$2,230 03/31/2024
Dynamic Advisor Solutions LLC16,366$2,210 03/31/2024
     IYW16,366$2,210 03/31/2024
Laurel Wealth Advisors LLC17,877$2,194 12/31/2023
     IYW17,877$2,194 12/31/2023
Ayalon Holdings Ltd.16,230$2,192 03/31/2024
     IYW16,230$2,192 03/31/2024
Capital Advisory Group Advisory Services LLC16,229$2,192 03/31/2024
     IYW16,229$2,192 03/31/2024
The Manufacturers Life Insurance Company 17,844$2,190 12/31/2023
     IYW17,844$2,190 12/31/2023
Duncker Streett & Co. Inc.16,210$2,189 03/31/2024
     IYW16,210$2,189 03/31/2024
Private Trust Co. NA17,802$2,185 12/31/2023
     IYW17,802$2,185 12/31/2023
Shared Vision Wealth Group LLC17,664$2,168 12/31/2023
     IYW17,664$2,168 12/31/2023
Elwood & Goetz Wealth Advisory Group LLC15,750$2,127 03/31/2024
     IYW15,750$2,127 03/31/2024
New Potomac Partners LLC17,283$2,121 12/31/2023
     IYW17,283$2,121 12/31/2023
Glenview Trust Co16,867$2,070 12/31/2023
     IYW16,867$2,070 12/31/2023
Hoxton Planning & Management LLC15,314$2,068 03/31/2024
     IYW15,314$2,068 03/31/2024
Leeward Financial Partners LLC15,302$2,067 03/31/2024
     IYW15,302$2,067 03/31/2024
PFG Investments LLC15,264$2,062 03/31/2024
     IYW15,264$2,062 03/31/2024
Morningstar Investment Services LLC16,698$2,059 12/31/2023
     IYW16,698$2,059 12/31/2023
Householder Group Estate & Retirement Specialist LLC16,664$2,045 12/31/2023
     IYW16,664$2,045 12/31/2023
Raymond James Trust N.A.16,510$2,027 12/31/2023
     IYW16,510$2,027 12/31/2023
Conservest Capital Advisors Inc.16,420$2,016 12/31/2023
     IYW16,420$2,016 12/31/2023
True Vision MN LLC16,426$2,016 12/31/2023
     IYW16,426$2,016 12/31/2023
Lwmg LLC16,393$2,012 12/31/2023
     IYW16,393$2,012 12/31/2023
Adell Harriman & Carpenter Inc.16,250$1,995 12/31/2023
     IYW16,250$1,995 12/31/2023
Market Street Wealth Management Advisors LLC14,717$1,988 03/31/2024
     IYW14,717$1,988 03/31/2024
Assetmark Inc.16,122$1,979 12/31/2023
     IYW16,122$1,979 12/31/2023
Spectrum Planning & Advisory Services Inc.16,071$1,973 12/31/2023
     IYW16,071$1,973 12/31/2023
Beacon Bridge Wealth Partners LLC16,012$1,965 12/31/2023
     IYW16,012$1,965 12/31/2023
Trustmark National Bank Trust Department15,719$1,930 12/31/2023
     IYW15,719$1,930 12/31/2023
Mosley Wealth Management14,085$1,902 03/31/2024
     IYW14,085$1,902 03/31/2024
Lantz Financial LLC14,033$1,895 03/31/2024
     IYW14,033$1,895 03/31/2024
Pallas Capital Advisors LLC13,954$1,885 03/31/2024
     IYW13,954$1,885 03/31/2024
LVW Advisors LLC13,870$1,873 03/31/2024
     IYW13,870$1,873 03/31/2024
BNP Paribas Arbitrage SA15,133$1,858 12/31/2023
     IYW15,133$1,858 12/31/2023
J.W. Cole Advisors Inc.15,129$1,857 12/31/2023
     IYW15,129$1,857 12/31/2023
Provence Wealth Management Group15,025$1,844 12/31/2023
     IYW15,025$1,844 12/31/2023
LongView Wealth Management13,569$1,833 03/31/2024
     IYW13,569$1,833 03/31/2024
Brown Advisory Inc.14,933$1,833 12/31/2023
     IYW14,933$1,833 12/31/2023
Terra Nova Asset Management LLC14,815$1,819 12/31/2023
     IYW14,815$1,819 12/31/2023
Keystone Wealth Services LLC13,254$1,790 03/31/2024
     IYW13,254$1,790 03/31/2024
Joel Isaacson & Co. LLC14,558$1,787 12/31/2023
     IYW14,558$1,787 12/31/2023
EQ LLC14,545$1,785 12/31/2023
     IYW14,545$1,785 12/31/2023
Equitable Holdings Inc.14,485$1,778 12/31/2023
     IYW14,485$1,778 12/31/2023
HB Wealth Management LLC14,395$1,767 12/31/2023
     IYW14,395$1,767 12/31/2023
Dfpg Investments LLC14,876$1,760 12/31/2023
     IYW14,876$1,760 12/31/2023
FFG Retirement Advisors LLC14,259$1,750 12/31/2023
     IYW14,259$1,750 12/31/2023
W Advisors LLC14,237$1,748 12/31/2023
     IYW14,237$1,748 12/31/2023
Roof Eidam & Maycock ADV14,165$1,739 12/31/2023
     IYW14,165$1,739 12/31/2023
Signal Advisors Wealth LLC12,828$1,733 03/31/2024
     IYW12,828$1,733 03/31/2024
Navellier & Associates Inc14,098$1,731 12/31/2023
     IYW14,098$1,731 12/31/2023
Stock Yards Bank & Trust Co.13,872$1,703 12/31/2023
     IYW13,872$1,703 12/31/2023
Principle Wealth Partners LLC12,592$1,701 03/31/2024
     IYW12,592$1,701 03/31/2024
Patton Albertson Miller Group LLC13,855$1,701 12/31/2023
     IYW13,855$1,701 12/31/2023
Global Retirement Partners LLC12,524$1,692 03/31/2024
     IYW12,524$1,692 03/31/2024
Legacy Private Trust Co.12,396$1,674 03/31/2024
     IYW12,396$1,674 03/31/2024
AlphaMark Advisors LLC12,347$1,668 03/31/2024
     IYW12,347$1,668 03/31/2024
Absolute Capital Management LLC13,463$1,653 12/31/2023
     IYW13,463$1,653 12/31/2023
Western Wealth Management LLC13,460$1,652 12/31/2023
     IYW13,460$1,652 12/31/2023
Aurora Private Wealth Inc.12,151$1,646 03/31/2024
     IYW12,151$1,646 03/31/2024
Fort Washington Investment Advisors Inc. OH13,372$1,641 12/31/2023
     IYW13,372$1,641 12/31/2023
Sigma Planning Corp13,289$1,631 12/31/2023
     IYW13,289$1,631 12/31/2023
Fort Point Capital Partners LLC13,284$1,631 12/31/2023
     IYW13,284$1,631 12/31/2023
Allworth Financial LP13,226$1,624 12/31/2023
     IYW13,226$1,624 12/31/2023
Pinnacle Family Advisors LLC13,134$1,612 12/31/2023
     IYW13,134$1,612 12/31/2023
Waddell & Associates LLC13,090$1,607 12/31/2023
     IYW13,090$1,607 12/31/2023
Montz Harcus Wealth Management LLC13,031$1,600 12/31/2023
     IYW13,031$1,600 12/31/2023
Financial Perspectives Inc11,836$1,599 03/31/2024
     IYW11,836$1,599 03/31/2024
D.A. Davidson & CO.12,984$1,594 12/31/2023
     IYW12,984$1,594 12/31/2023
Centurion Wealth Management LLC12,912$1,585 12/31/2023
     IYW12,912$1,585 12/31/2023
Westwood Wealth Management12,885$1,582 12/31/2023
     IYW12,885$1,582 12/31/2023
Vertex Planning Partners LLC12,704$1,559 12/31/2023
     IYW12,704$1,559 12/31/2023
Visionary Wealth Advisors12,687$1,557 12/31/2023
     IYW12,687$1,557 12/31/2023
Patriot Financial Group Insurance Agency LLC12,644$1,552 12/31/2023
     IYW12,644$1,552 12/31/2023
Bordeaux Wealth Advisors LLC12,600$1,547 12/31/2023
     IYW12,600$1,547 12/31/2023
Robertson Stephens Wealth Management LLC12,449$1,528 12/31/2023
     IYW12,449$1,528 12/31/2023
GeoWealth Management LLC12,405$1,522 12/31/2023
     IYW12,405$1,522 12/31/2023
Simplicity Wealth LLC12,173$1,494 12/31/2023
     IYW12,173$1,494 12/31/2023
Centaurus Financial Inc.12,112$1,487 12/31/2023
     IYW12,112$1,487 12/31/2023
Nikulski Financial Inc.10,967$1,481 03/31/2024
     IYW10,967$1,481 03/31/2024
Carret Asset Management LLC10,961$1,480 03/31/2024
     IYW10,961$1,480 03/31/2024
Venturi Wealth Management LLC10,871$1,468 03/31/2024
     IYW10,871$1,468 03/31/2024
Bragg Financial Advisors Inc11,959$1,468 12/31/2023
     IYW11,959$1,468 12/31/2023
Moloney Securities Asset Management LLC11,938$1,465 12/31/2023
     IYW11,938$1,465 12/31/2023
Aurum Wealth Management Group LLC10,837$1,464 03/31/2024
     IYW10,837$1,464 03/31/2024
Principal Securities Inc.11,861$1,456 12/31/2023
     IYW11,861$1,456 12/31/2023
Balboa Wealth Partners11,814$1,450 12/31/2023
     IYW11,814$1,450 12/31/2023
Clarus Wealth Advisors10,852$1,448 03/31/2024
     IYW10,852$1,448 03/31/2024
Lincoln National Corp11,752$1,443 12/31/2023
     IYW11,752$1,443 12/31/2023
Graves Light Private Wealth Management Inc.11,684$1,434 12/31/2023
     IYW11,684$1,434 12/31/2023
Valmark Advisers Inc.11,644$1,429 12/31/2023
     IYW11,644$1,429 12/31/2023
Ballew Advisors Inc10,690$1,427 03/31/2024
     IYW10,690$1,427 03/31/2024
Atmos Capital Gestao DE Recursos LTDA.11,558$1,419 12/31/2023
     IYW11,558$1,419 12/31/2023
Sonata Capital Group Inc.11,460$1,407 12/31/2023
     IYW11,460$1,407 12/31/2023
Howard Capital Management Inc.11,439$1,404 12/31/2023
     IYW11,439$1,404 12/31/2023
Maltin Wealth Management Inc.10,351$1,398 03/31/2024
     IYW10,351$1,398 03/31/2024
Charter Oak Capital Management LLC10,353$1,398 03/31/2024
     IYW10,353$1,398 03/31/2024
Transamerica Financial Advisors Inc.11,361$1,395 12/31/2023
     IYW11,361$1,395 12/31/2023
Source Financial Advisors LLC11,349$1,393 12/31/2023
     IYW11,349$1,393 12/31/2023
Aviance Capital Partners LLC10,304$1,392 03/31/2024
     IYW10,304$1,392 03/31/2024
EP Wealth Advisors LLC11,291$1,386 12/31/2023
     IYW11,291$1,386 12/31/2023
Canvas Wealth Advisors LLC10,702$1,384 03/31/2024
     IYW10,702$1,384 03/31/2024
Clearview Wealth Advisors LLC10,092$1,363 03/31/2024
     IYW10,092$1,363 03/31/2024
Lake Street Financial LLC10,063$1,359 03/31/2024
     IYW10,063$1,359 03/31/2024
Magnus Financial Group LLC11,023$1,353 12/31/2023
     IYW11,023$1,353 12/31/2023
International Assets Investment Management LLC9,945$1,348 03/31/2024
     IYW9,945$1,348 03/31/2024
Pariax LLC10,949$1,344 12/31/2023
     IYW10,949$1,344 12/31/2023
JFS Wealth Advisors LLC10,942$1,343 12/31/2023
     IYW10,942$1,343 12/31/2023
Maripau Wealth Management LLC10,927$1,341 12/31/2023
     IYW10,927$1,341 12/31/2023
Beach Investment Counsel Inc. PA9,800$1,324 03/31/2024
     IYW9,800$1,324 03/31/2024
Smithbridge Asset Management Inc. DE10,759$1,321 12/31/2023
     IYW10,759$1,321 12/31/2023
Cyndeo Wealth Partners LLC9,760$1,318 03/31/2024
     IYW9,760$1,318 03/31/2024
Wealthstar Advisors LLC9,733$1,314 03/31/2024
     IYW9,733$1,314 03/31/2024
Patriot Investment Management Inc.9,696$1,310 03/31/2024
     IYW9,696$1,310 03/31/2024
RCS Financial Planning LLC10,631$1,305 12/31/2023
     IYW10,631$1,305 12/31/2023
Chesley Taft & Associates LLC9,600$1,297 03/31/2024
     IYW9,600$1,297 03/31/2024
Apollon Financial LLC10,469$1,285 12/31/2023
     IYW10,469$1,285 12/31/2023
Adviser Investments LLC10,458$1,284 12/31/2023
     IYW10,458$1,284 12/31/2023
TD Waterhouse Canada Inc.10,444$1,282 12/31/2023
     IYW10,444$1,282 12/31/2023
Signature Securities Group Corporation9,488$1,281 03/31/2024
     IYW9,488$1,281 03/31/2024
Patten & Patten Inc. TN10,330$1,268 12/31/2023
     IYW10,330$1,268 12/31/2023
Glenmede Trust Co. NA10,250$1,258 12/31/2023
     IYW10,250$1,258 12/31/2023
Boston Family Office LLC10,100$1,240 12/31/2023
     IYW10,100$1,240 12/31/2023
Meridian Management Co.9,200$1,237 12/31/2023
     IYW9,200$1,237 12/31/2023
Copperleaf Capital LLC9,986$1,226 12/31/2023
     IYW9,986$1,226 12/31/2023
Castle Rock Wealth Management LLC10,425$1,224 12/31/2023
     IYW10,425$1,224 12/31/2023
Geneos Wealth Management Inc.9,949$1,221 12/31/2023
     IYW9,949$1,221 12/31/2023
NCM Capital Management LLC9,941$1,220 12/31/2023
     IYW9,941$1,220 12/31/2023
Millennium Management LLC9,822$1,206 12/31/2023
     IYW9,822$1,206 12/31/2023
First Citizens Bank & Trust Co.8,920$1,205 03/31/2024
     IYW8,920$1,205 03/31/2024
First Heartland Consultants Inc.9,783$1,201 12/31/2023
     IYW9,783$1,201 12/31/2023
HCR Wealth Advisors9,741$1,196 12/31/2023
     IYW9,741$1,196 12/31/2023
Meridian Wealth Management LLC9,666$1,187 12/31/2023
     IYW9,666$1,187 12/31/2023
Transcend Wealth Collective LLC9,667$1,187 12/31/2023
     IYW9,667$1,187 12/31/2023
First National Trust Co9,648$1,184 12/31/2023
     IYW9,648$1,184 12/31/2023
Twin Peaks Wealth Advisors LLC8,737$1,180 03/31/2024
     IYW8,737$1,180 03/31/2024
Wesbanco Bank Inc.8,705$1,176 03/31/2024
     IYW8,705$1,176 03/31/2024
Client 1ST Advisory Group LLC9,577$1,176 12/31/2023
     IYW9,577$1,176 12/31/2023
Wiley BROS. Aintree Capital LLC8,662$1,170 03/31/2024
     IYW8,662$1,170 03/31/2024
Verus Capital Partners LLC9,334$1,146 12/31/2023
     IYW9,334$1,146 12/31/2023
Concorde Asset Management LLC9,394$1,145 12/31/2023
     IYW9,394$1,145 12/31/2023
Meridian Wealth Advisors LLC9,216$1,131 12/31/2023
     IYW9,216$1,131 12/31/2023
Riverview Capital Advisers LLC9,834$1,129 12/31/2023
     IYW9,834$1,129 12/31/2023
NBC Securities Inc.7,406$1,111 03/31/2024
     IYW7,406$1,111 03/31/2024
Hudson Portfolio Management LLC8,978$1,102 12/31/2023
     IYW8,978$1,102 12/31/2023
Eudaimonia Partners LLC8,912$1,094 12/31/2023
     IYW8,912$1,094 12/31/2023
CX Institutional8,018$1,083 03/31/2024
     IYW8,018$1,083 03/31/2024
Bush Investment Group LLC8,292$1,077 12/31/2023
     IYW8,292$1,077 12/31/2023
Boston Private Wealth LLC8,727$1,071 12/31/2023
     IYW8,727$1,071 12/31/2023
Dohj LLC7,848$1,060 03/31/2024
     IYW7,848$1,060 03/31/2024
Outlook Wealth Advisors LLC7,829$1,057 03/31/2024
     IYW7,829$1,057 03/31/2024
MKT Advisors LLC7,921$1,057 03/31/2024
     IYW7,921$1,057 03/31/2024
Coastal Bridge Advisors LLC8,383$1,029 12/31/2023
     IYW8,383$1,029 12/31/2023
Harmony Asset Management LLC8,366$1,027 12/31/2023
     IYW8,366$1,027 12/31/2023
Quadrant Private Wealth Management LLC8,333$1,023 12/31/2023
     IYW8,333$1,023 12/31/2023
Gateway Wealth Partners LLC8,258$1,014 12/31/2023
     IYW8,258$1,014 12/31/2023
Advisory Alpha LLC8,241$1,012 12/31/2023
     IYW8,241$1,012 12/31/2023
Etfidea LLC8,212$1,008 12/31/2023
     IYW8,212$1,008 12/31/2023
Regimen Wealth LLC8,109$995 12/31/2023
     IYW8,109$995 12/31/2023
Freestone Capital Holdings LLC8,046$988 12/31/2023
     IYW8,046$988 12/31/2023
American Institute for Advanced Investment Management LLP7,263$981 03/31/2024
     IYW7,263$981 03/31/2024
Cooper Financial Group7,256$980 03/31/2024
     IYW7,256$980 03/31/2024
Kaydan Wealth Management Inc.7,184$970 03/31/2024
     IYW7,184$970 03/31/2024
Diversified Trust Co7,041$951 03/31/2024
     IYW7,041$951 03/31/2024
Franklin Resources Inc.7,715$947 12/31/2023
     IYW7,715$947 12/31/2023
Gallagher Fiduciary Advisors LLC7,705$946 12/31/2023
     IYW7,705$946 12/31/2023
Eaton Financial Holdings Company LLC6,941$937 03/31/2024
     IYW6,941$937 03/31/2024
M3 Advisory Group LLC7,623$936 12/31/2023
     IYW7,623$936 12/31/2023
Westside Investment Management Inc.6,901$933 03/31/2024
     IYW6,901$933 03/31/2024
Lane & Associates LLC6,891$931 03/31/2024
     IYW6,891$931 03/31/2024
Tennessee Valley Asset Management Partners6,827$922 03/31/2024
     IYW6,827$922 03/31/2024
Essex Financial Services Inc.7,510$922 12/31/2023
     IYW7,510$922 12/31/2023
Vivaldi Capital Management LLC6,946$910 12/31/2023
     IYW6,946$910 12/31/2023
Sutton Place Investors LLC6,692$904 03/31/2024
     IYW6,692$904 03/31/2024
Maryland Capital Advisors Inc.6,680$902 03/31/2024
     IYW6,680$902 03/31/2024
DAVENPORT & Co LLC7,341$901 12/31/2023
     IYW7,341$901 12/31/2023
Prio Wealth Limited Partnership7,335$900 12/31/2023
     IYW7,335$900 12/31/2023
Pensionmark Financial Group LLC7,325$899 12/31/2023
     IYW7,325$899 12/31/2023
Park National Corp OH6,619$894 03/31/2024
     IYW6,619$894 03/31/2024
Eudaimonia Advisors LLC7,275$893 12/31/2023
     IYW7,275$893 12/31/2023
Ashton Thomas Private Wealth LLC6,588$890 03/31/2024
     IYW6,588$890 03/31/2024
WealthPLAN Partners LLC7,240$889 12/31/2023
     IYW7,240$889 12/31/2023
Financial Services Advisory Inc7,213$885 12/31/2023
     IYW7,213$885 12/31/2023
Oppenheimer & Co. Inc.7,196$883 12/31/2023
     IYW7,196$883 12/31/2023
Raleigh Capital Management Inc.7,197$883 12/31/2023
     IYW7,197$883 12/31/2023
N.E.W. Advisory Services LLC7,048$865 12/31/2023
     IYW7,048$865 12/31/2023
Capital Analysts LLC6,994$859 12/31/2023
     IYW6,994$859 12/31/2023
Investment Advisory Group LLC6,999$859 12/31/2023
     IYW6,999$859 12/31/2023
Kovack Advisors Inc.6,353$858 03/31/2024
     IYW6,353$858 03/31/2024
SeaCrest Wealth Management LLC6,319$853 03/31/2024
     IYW6,319$853 03/31/2024
Northwest Capital Management Inc6,238$843 03/31/2024
     IYW6,238$843 03/31/2024
Transform Wealth LLC6,225$841 03/31/2024
     IYW6,225$841 03/31/2024
RMB Capital Management LLC6,848$841 12/31/2023
     IYW6,848$841 12/31/2023
Ancora Advisors LLC6,847$840 12/31/2023
     IYW6,847$840 12/31/2023
Gladstone Institutional Advisory LLC6,807$836 12/31/2023
     IYW6,807$836 12/31/2023
Wintrust Investments LLC6,795$834 12/31/2023
     IYW6,795$834 12/31/2023
Interchange Capital Partners LLC6,772$834 12/31/2023
     IYW6,772$834 12/31/2023
First Western Trust Bank6,700$822 12/31/2023
     IYW6,700$822 12/31/2023
Financial Network Wealth Management LLC6,667$818 12/31/2023
     IYW6,667$818 12/31/2023
Wedbush Securities Inc.6,615$812 12/31/2023
     IYW6,615$812 12/31/2023
Genesee Capital Advisors LLC5,991$809 03/31/2024
     IYW5,991$809 03/31/2024
Willner & Heller LLC6,587$809 12/31/2023
     IYW6,587$809 12/31/2023
FDx Advisors Inc.6,414$787 12/31/2023
     IYW6,414$787 12/31/2023
Chapin Davis Inc.5,812$785 03/31/2024
     IYW5,812$785 03/31/2024
Choate Investment Advisors6,234$765 12/31/2023
     IYW6,234$765 12/31/2023
Schnieders Capital Management LLC6,230$765 12/31/2023
     IYW6,230$765 12/31/2023
Commonwealth Retirement Investments LLC6,226$764 12/31/2023
     IYW6,226$764 12/31/2023
TrinityPoint Wealth LLC6,216$763 12/31/2023
     IYW6,216$763 12/31/2023
Sovereign Financial Group Inc.5,613$758 03/31/2024
     IYW5,613$758 03/31/2024
Invictus Private Wealth LLC6,164$757 12/31/2023
     IYW6,164$757 12/31/2023
Financial Advisory Service Inc.6,135$753 12/31/2023
     IYW6,135$753 12/31/2023
Better Money Decisions LLC6,132$753 12/31/2023
     IYW6,132$753 12/31/2023
Sargent Investment Group LLC6,100$749 12/31/2023
     IYW6,100$749 12/31/2023
OMNI 360 Wealth Inc.5,540$748 03/31/2024
     IYW5,540$748 03/31/2024
Montag A & Associates Inc.6,066$745 12/31/2023
     IYW6,066$745 12/31/2023
Rational Advisors LLC5,478$740 03/31/2024
     IYW5,478$740 03/31/2024
Lavaca Capital LLC6,000$736 12/31/2023
     IYW6,000$736 12/31/2023
Affiance Financial LLC5,434$734 03/31/2024
     IYW5,434$734 03/31/2024
TrueWealth Advisors LLC5,409$731 03/31/2024
     IYW5,409$731 03/31/2024
Eagle Strategies LLC5,387$728 03/31/2024
     IYW5,387$728 03/31/2024
Certus Wealth Management LLC5,843$717 12/31/2023
     IYW5,843$717 12/31/2023
Concord Wealth Partners5,813$714 12/31/2023
     IYW5,813$714 12/31/2023
Worth Asset Management LLC5,264$711 03/31/2024
     IYW5,264$711 03/31/2024
Verger Capital Management LLC5,729$703 12/31/2023
     IYW5,729$703 12/31/2023
Cornerstone Wealth Management LLC5,196$702 03/31/2024
     IYW5,196$702 03/31/2024
Palumbo Wealth Management LLC5,200$702 03/31/2024
     IYW5,200$702 03/31/2024
Fortis Group Advisors LLC5,718$702 12/31/2023
     IYW5,718$702 12/31/2023
Kesler Norman & Wride LLC5,188$701 03/31/2024
     IYW5,188$701 03/31/2024
RHS Financial LLC5,175$699 03/31/2024
     IYW5,175$699 03/31/2024
Greenleaf Trust5,657$694 12/31/2023
     IYW5,657$694 12/31/2023
Hyman Charles D5,572$684 12/31/2023
     IYW5,572$684 12/31/2023
Wealthcare Advisory Partners LLC5,056$683 03/31/2024
     IYW5,056$683 03/31/2024
Y Intercept Hong Kong Ltd5,566$683 12/31/2023
     IYW5,566$683 12/31/2023
Full Sail Capital LLC5,541$680 12/31/2023
     IYW5,541$680 12/31/2023
Girard Partners LTD.5,519$677 12/31/2023
     IYW5,519$677 12/31/2023
1832 Asset Management L.P.5,500$675 12/31/2023
     IYW5,500$675 12/31/2023
Allen Investment Management LLC5,464$671 12/31/2023
     IYW5,464$671 12/31/2023
Occidental Asset Management LLC4,964$670 03/31/2024
     IYW4,964$670 03/31/2024
Saxon Interests Inc.4,930$666 03/31/2024
     IYW4,930$666 03/31/2024
WealthCare Investment Partners LLC4,921$665 03/31/2024
     IYW4,921$665 03/31/2024
Synovus Financial Corp5,413$664 12/31/2023
     IYW5,413$664 12/31/2023
TIAA Trust National Association5,360$658 12/31/2023
     IYW5,360$658 12/31/2023
CWA Asset Management Group LLC5,320$653 12/31/2023
     IYW5,320$653 12/31/2023
Spinnaker Trust5,303$651 12/31/2023
     IYW5,303$651 12/31/2023
Hudson Valley Investment Advisors Inc. ADV4,790$647 03/31/2024
     IYW4,790$647 03/31/2024
Burns J W & Co. Inc. NY4,675$631 03/31/2024
     IYW4,675$631 03/31/2024
Cassaday & Co Wealth Management LLC5,100$626 12/31/2023
     IYW5,100$626 12/31/2023
Roman Butler Fullerton & Co.4,795$620 12/31/2023
     IYW4,795$620 12/31/2023
Washington Trust Bank4,976$611 12/31/2023
     IYW4,976$611 12/31/2023
Cornerstone Wealth Group LLC4,517$610 03/31/2024
     IYW4,517$610 03/31/2024
United Capital Management of KS Inc.4,487$606 03/31/2024
     IYW4,487$606 03/31/2024
Capital Investment Advisory Services LLC4,893$601 12/31/2023
     IYW4,893$601 12/31/2023
Cutter & CO Brokerage Inc.4,872$598 12/31/2023
     IYW4,872$598 12/31/2023
Rede Wealth LLC4,868$598 12/31/2023
     IYW4,868$598 12/31/2023
Warner Financial Inc.4,420$597 03/31/2024
     IYW4,420$597 03/31/2024
LexAurum Advisors LLC4,414$596 03/31/2024
     IYW4,414$596 03/31/2024
Courier Capital LLC4,400$594 03/31/2024
     IYW4,400$594 03/31/2024
Dentgroup LLC4,387$593 03/31/2024
     IYW4,387$593 03/31/2024
Sierra Summit Advisors LLC4,812$591 12/31/2023
     IYW4,812$591 12/31/2023
Ehrlich Financial Group4,337$586 03/31/2024
     IYW4,337$586 03/31/2024
AlTi Global Inc.4,680$574 12/31/2023
     IYW4,680$574 12/31/2023
BCU Wealth Advisors LLC4,664$573 12/31/2023
     IYW4,664$573 12/31/2023
Beacon Financial Advisory LLC4,663$572 12/31/2023
     IYW4,663$572 12/31/2023
Redwood Investment Management LLC4,635$569 12/31/2023
     IYW4,635$569 12/31/2023
MV Capital Management Inc.4,204$568 03/31/2024
     IYW4,204$568 03/31/2024
Executive Wealth Management LLC4,628$568 12/31/2023
     IYW4,628$568 12/31/2023
Wealthstream Advisors Inc.4,623$567 12/31/2023
     IYW4,623$567 12/31/2023
Harbor Investment Advisory LLC4,177$564 03/31/2024
     IYW4,177$564 03/31/2024
Simon Quick Advisors LLC4,111$555 03/31/2024
     IYW4,111$555 03/31/2024
Sterling Investment Advisors LLC ADV4,076$551 03/31/2024
     IYW4,076$551 03/31/2024
Willis Johnson & Associates Inc.4,049$547 03/31/2024
     IYW4,049$547 03/31/2024
Wetzel Investment Advisors Inc.4,225$543 03/31/2024
     IYW4,225$543 03/31/2024
Savant Capital LLC4,413$542 12/31/2023
     IYW4,413$542 12/31/2023
Advance Capital Management Inc.3,998$540 03/31/2024
     IYW3,998$540 03/31/2024
Empower Advisory Group LLC4,370$536 12/31/2023
     IYW4,370$536 12/31/2023
Meritage Portfolio Management4,362$535 12/31/2023
     IYW4,362$535 12/31/2023
XML Financial LLC4,338$533 12/31/2023
     IYW4,338$533 12/31/2023
Hilltop Holdings Inc.4,305$528 12/31/2023
     IYW4,305$528 12/31/2023
D L Carlson Investment Group Inc.3,979$527 12/31/2023
     IYW3,979$527 12/31/2023
Relyea Zuckerberg Hanson LLC3,870$523 03/31/2024
     IYW3,870$523 03/31/2024
IMZ Advisory Inc3,872$523 03/31/2024
     IYW3,872$523 03/31/2024
Elevated Capital Advisors LLC3,868$522 03/31/2024
     IYW3,868$522 03/31/2024
Chesapeake Wealth Management4,233$520 12/31/2023
     IYW4,233$520 12/31/2023
Neuberger Berman Group LLC4,199$515 12/31/2023
     IYW4,199$515 12/31/2023
Gryphon Financial Partners LLC4,199$515 12/31/2023
     IYW4,199$515 12/31/2023
Guidance Capital Inc.3,898$511 03/31/2024
     IYW3,898$511 03/31/2024
Bradley Foster & Sargent Inc. CT4,151$510 12/31/2023
     IYW4,151$510 12/31/2023
Theory Financial LLC4,115$505 12/31/2023
     IYW4,115$505 12/31/2023
Great Valley Advisor Group Inc.4,058$499 12/31/2023
     IYW4,058$499 12/31/2023
W.H. Cornerstone Investments Inc.4,039$496 12/31/2023
     IYW4,039$496 12/31/2023
Strategy Asset Managers LLC4,025$494 12/31/2023
     IYW4,025$494 12/31/2023
Strategic Equity Management3,643$492 03/31/2024
     IYW3,643$492 03/31/2024
Camelot Portfolios LLC3,980$489 12/31/2023
     IYW3,980$489 12/31/2023
Hilltop Partners LLC3,945$484 12/31/2023
     IYW3,945$484 12/31/2023
WT Wealth Management3,928$482 12/31/2023
     IYW3,928$482 12/31/2023
One Charles Private Wealth Services LLC3,920$481 12/31/2023
     IYW3,920$481 12/31/2023
Drive Wealth Management LLC3,535$477 03/31/2024
     IYW3,535$477 03/31/2024
Valeo Financial Advisors LLC3,510$474 03/31/2024
     IYW3,510$474 03/31/2024
Family Management Corp3,860$474 12/31/2023
     IYW3,860$474 12/31/2023
PFG Advisors3,863$474 12/31/2023
     IYW3,863$474 12/31/2023
Level Four Advisory Services LLC3,850$473 12/31/2023
     IYW3,850$473 12/31/2023
Grant GrossMendelsohn LLC3,644$472 12/31/2023
     IYW3,644$472 12/31/2023
Modera Wealth Management LLC3,787$465 12/31/2023
     IYW3,787$465 12/31/2023
Garde Capital Inc.3,759$461 12/31/2023
     IYW3,759$461 12/31/2023
Aspire Private Capital LLC3,386$457 03/31/2024
     IYW3,386$457 03/31/2024
Wade G W & Inc.3,723$457 12/31/2023
     IYW3,723$457 12/31/2023
Baker Tilly Financial LLC3,716$456 12/31/2023
     IYW3,716$456 12/31/2023
Arete Wealth Advisors LLC3,704$455 12/31/2023
     IYW3,704$455 12/31/2023
Dakota Wealth Management3,694$453 12/31/2023
     IYW3,694$453 12/31/2023
Hanlon Investment Management Inc.3,686$452 12/31/2023
     IYW3,686$452 12/31/2023
Sequoia Financial Advisors LLC3,670$450 12/31/2023
     IYW3,670$450 12/31/2023
Oxinas Partners Wealth Management LLC3,321$449 03/31/2024
     IYW3,321$449 03/31/2024
Coastal Investment Advisors Inc.3,299$446 03/31/2024
     IYW3,299$446 03/31/2024
GSA Capital Partners LLP3,634$446 12/31/2023
     IYW3,634$446 12/31/2023
Naples Global Advisors LLC3,601$442 12/31/2023
     IYW3,601$442 12/31/2023
Circle Wealth Management LLC3,597$441 12/31/2023
     IYW3,597$441 12/31/2023
Atlas Brown Inc.3,256$440 03/31/2024
     IYW3,256$440 03/31/2024
TFG Advisers LLC3,571$438 12/31/2023
     IYW3,571$438 12/31/2023
Root Financial Partners LLC3,558$437 12/31/2023
     IYW3,558$437 12/31/2023
CVA Family Office LLC3,227$436 03/31/2024
     IYW3,227$436 03/31/2024
Rockland Trust Co.3,222$435 03/31/2024
     IYW3,222$435 03/31/2024
Asset Dedication LLC3,200$432 03/31/2024
     IYW3,200$432 03/31/2024
Kanawha Capital Management LLC3,512$431 12/31/2023
     IYW3,512$431 12/31/2023
ELCO Management Co. LLC3,500$430 12/31/2023
     IYW3,500$430 12/31/2023
Aspire Wealth Management Corp3,485$428 12/31/2023
     IYW3,485$428 12/31/2023
Associated Banc Corp3,479$427 12/31/2023
     IYW3,479$427 12/31/2023
Arkadios Wealth Advisors3,479$427 12/31/2023
     IYW3,479$427 12/31/2023
Almanack Investment Partners LLC.3,413$419 12/31/2023
     IYW3,413$419 12/31/2023
SOA Wealth Advisors LLC.3,067$414 03/31/2024
     IYW3,067$414 03/31/2024
Samalin Investment Counsel LLC3,359$412 12/31/2023
     IYW3,359$412 12/31/2023
Financial Advocates Investment Management3,418$411 12/31/2023
     IYW3,418$411 12/31/2023
NorthRock Partners LLC3,329$409 12/31/2023
     IYW3,329$409 12/31/2023
WESPAC Advisors SoCal LLC3,010$407 03/31/2024
     IYW3,010$407 03/31/2024
Divergent Wealth Advisors LLC3,315$407 12/31/2023
     IYW3,315$407 12/31/2023
Carderock Capital Management Inc.3,000$405 03/31/2024
     IYW3,000$405 03/31/2024
Honkamp Krueger Financial Services Inc.3,268$401 12/31/2023
     IYW3,268$401 12/31/2023
Ellevest Inc.3,255$400 12/31/2023
     IYW3,255$400 12/31/2023
Columbia Trust Co 010120163,200$393 12/31/2023
     IYW3,200$393 12/31/2023
Pinnacle Financial Partners Inc.3,193$392 12/31/2023
     IYW3,193$392 12/31/2023
Next Level Private LLC2,896$391 03/31/2024
     IYW2,896$391 03/31/2024
Main Street Financial Solutions LLC2,854$385 03/31/2024
     IYW2,854$385 03/31/2024
Intrepid Financial Planning Group LLC3,100$381 12/31/2023
     IYW3,100$381 12/31/2023
Salomon & Ludwin LLC3,100$381 12/31/2023
     IYW3,100$381 12/31/2023
TBH Global Asset Management LLC3,092$380 12/31/2023
     IYW3,092$380 12/31/2023
Sound Income Strategies LLC2,797$378 03/31/2024
     IYW2,797$378 03/31/2024
Betterment LLC3,079$378 12/31/2023
     IYW3,079$378 12/31/2023
Penobscot Wealth Management3,003$369 12/31/2023
     IYW3,003$369 12/31/2023
Manchester Capital Management LLC3,000$368 12/31/2023
     IYW3,000$368 12/31/2023
Crescent Grove Advisors LLC2,999$368 12/31/2023
     IYW2,999$368 12/31/2023
Harbour Trust & Investment Management Co2,716$367 03/31/2024
     IYW2,716$367 03/31/2024
Buckingham Strategic Wealth LLC2,985$366 12/31/2023
     IYW2,985$366 12/31/2023
Beverly Hills Private Wealth LLC2,980$366 12/31/2023
     IYW2,980$366 12/31/2023
Essex Savings Bank2,680$362 03/31/2024
     IYW2,680$362 03/31/2024
Kowal Investment Group LLC2,664$360 03/31/2024
     IYW2,664$360 03/31/2024
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main2,896$355 12/31/2023
     IYW2,896$355 12/31/2023
Paces Ferry Wealth Advisors LLC2,887$354 12/31/2023
     IYW2,887$354 12/31/2023
Norwood Financial Corp2,612$353 03/31/2024
     IYW2,612$353 03/31/2024
HT Partners LLC2,612$353 03/31/2024
     IYW2,612$353 03/31/2024
Clark Capital Management Group Inc.2,872$353 12/31/2023
     IYW2,872$353 12/31/2023
Moneywise Inc.2,584$349 03/31/2024
     IYW2,584$349 03/31/2024
Mill Creek Capital Advisors LLC2,832$348 12/31/2023
     IYW2,832$348 12/31/2023
Evercore Wealth Management LLC2,800$344 12/31/2023
     IYW2,800$344 12/31/2023
Asset Management Group Inc.2,802$344 12/31/2023
     IYW2,802$344 12/31/2023
Harvest Investment Services LLC2,767$340 12/31/2023
     IYW2,767$340 12/31/2023
3Chopt Investment Partners LLC2,750$338 12/31/2023
     IYW2,750$338 12/31/2023
Evergreen Capital Management LLC2,743$337 12/31/2023
     IYW2,743$337 12/31/2023
Beacon Pointe Advisors LLC2,745$337 12/31/2023
     IYW2,745$337 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC2,737$336 12/31/2023
     IYW2,737$336 12/31/2023
Legacy Financial Advisors Inc.2,739$336 12/31/2023
     IYW2,739$336 12/31/2023
Beaird Harris Wealth Management LLC2,725$334 12/31/2023
     IYW2,725$334 12/31/2023
David Loasby2,828$333 12/31/2023
     IYW2,828$333 12/31/2023
Redwood Financial Network Corp2,713$333 12/31/2023
     IYW2,713$333 12/31/2023
Ceera Investments LLC2,695$331 12/31/2023
     IYW2,695$331 12/31/2023
Quadcap Wealth Management LLC2,678$329 12/31/2023
     IYW2,678$329 12/31/2023
Presilium Private Wealth LLC2,668$327 12/31/2023
     IYW2,668$327 12/31/2023
Thoroughbred Financial Services LLC2,661$326 12/31/2023
     IYW2,661$326 12/31/2023
Hobart Private Capital LLC2,403$325 03/31/2024
     IYW2,403$325 03/31/2024
Ignite Planners LLC2,390$324 03/31/2024
     IYW2,390$324 03/31/2024
Leavell Investment Management Inc.2,621$322 12/31/2023
     IYW2,621$322 12/31/2023
Putnam FL Investment Management Co.2,599$319 12/31/2023
     IYW2,599$319 12/31/2023
First City Capital Management Inc.2,600$319 12/31/2023
     IYW2,600$319 12/31/2023
Ausdal Financial Partners Inc.2,353$318 03/31/2024
     IYW2,353$318 03/31/2024
Altfest L J & Co. Inc.2,330$315 03/31/2024
     IYW2,330$315 03/31/2024
Resurgent Financial Advisors LLC2,564$315 12/31/2023
     IYW2,564$315 12/31/2023
Capital Market Strategies LLC2,324$314 03/31/2024
     IYW2,324$314 03/31/2024
Peachtree Investment Partners LLC2,561$314 12/31/2023
     IYW2,561$314 12/31/2023
Jacobi Capital Management LLC2,544$312 12/31/2023
     IYW2,544$312 12/31/2023
Peddock Capital Advisors LLC2,505$307 12/31/2023
     IYW2,505$307 12/31/2023
Curi Capital2,500$307 12/31/2023
     IYW2,500$307 12/31/2023
Weaver Consulting Group2,269$306 03/31/2024
     IYW2,269$306 03/31/2024
FARMERS & MERCHANTS TRUST Co OF LONG BEACH2,260$305 03/31/2024
     IYW2,260$305 03/31/2024
Golden State Equity Partners2,476$304 12/31/2023
     IYW2,476$304 12/31/2023
GFS Advisors LLC2,467$303 12/31/2023
     IYW2,467$303 12/31/2023
Bensler LLC2,472$303 12/31/2023
     IYW2,472$303 12/31/2023
Qube Research & Technologies Ltd2,457$302 12/31/2023
     IYW2,457$302 12/31/2023
StrategIQ Financial Group LLC2,456$301 12/31/2023
     IYW2,456$301 12/31/2023
Carson Advisory Inc.2,445$300 12/31/2023
     IYW2,445$300 12/31/2023
WESPAC Advisors LLC2,435$299 12/31/2023
     IYW2,435$299 12/31/2023
Cidel Asset Management Inc.2,425$298 12/31/2023
     IYW2,425$298 12/31/2023
Credit Suisse AG2,423$297 12/31/2023
     IYW2,423$297 12/31/2023
Accredited Investors Inc.2,415$296 12/31/2023
     IYW2,415$296 12/31/2023
Ratio Wealth Group2,408$296 12/31/2023
     IYW2,408$296 12/31/2023
Fifth Third Bancorp2,184$295 03/31/2024
     IYW2,184$295 03/31/2024
Garrison Point Advisors LLC2,400$295 12/31/2023
     IYW2,400$295 12/31/2023
Pacitti Group Inc.2,400$295 12/31/2023
     IYW2,400$295 12/31/2023
Rappaport Reiches Capital Management LLC2,175$294 03/31/2024
     IYW2,175$294 03/31/2024
Blue Fin Capital Inc.2,389$293 12/31/2023
     IYW2,389$293 12/31/2023
Colony Group LLC2,360$290 12/31/2023
     IYW2,360$290 12/31/2023
JT Stratford LLC2,364$290 12/31/2023
     IYW2,364$290 12/31/2023
First National Bank of Omaha2,350$288 12/31/2023
     IYW2,350$288 12/31/2023
Unionview LLC2,344$288 12/31/2023
     IYW2,344$288 12/31/2023
Zhang Financial LLC2,337$287 12/31/2023
     IYW2,337$287 12/31/2023
Tilson Financial Group Inc.2,334$287 12/31/2023
     IYW2,334$287 12/31/2023
ORG Partners LLC2,334$287 12/31/2023
     IYW2,334$287 12/31/2023
Bremer Bank National Association2,088$282 03/31/2024
     IYW2,088$282 03/31/2024
Kure Advisory LLC2,280$280 12/31/2023
     IYW2,280$280 12/31/2023
Madden Advisory Services Inc.2,274$279 12/31/2023
     IYW2,274$279 12/31/2023
Money Concepts Capital Corp2,260$277 12/31/2023
     IYW2,260$277 12/31/2023
Cassady Schiller Wealth Management LLC2,256$277 12/31/2023
     IYW2,256$277 12/31/2023
Weybosset Research & Management LLC2,044$276 03/31/2024
     IYW2,044$276 03/31/2024
Panoramic Investment Advisors LLC2,045$276 03/31/2024
     IYW2,045$276 03/31/2024
HM Payson & Co.2,250$276 12/31/2023
     IYW2,250$276 12/31/2023
Anchor Investment Management LLC2,248$276 12/31/2023
     IYW2,248$276 12/31/2023
Simplex Trading LLC2,245$275 12/31/2023
     IYW2,245$275 12/31/2023
Chicago Partners Investment Group LLC2,117$275 12/31/2023
     IYW2,117$275 12/31/2023
HHM Wealth Advisors LLC2,241$275 12/31/2023
     IYW2,241$275 12/31/2023
Blue Barn Wealth LLC2,244$275 12/31/2023
     IYW2,244$275 12/31/2023
Kingswood Wealth Advisors LLC2,031$274 03/31/2024
     IYW2,031$274 03/31/2024
Axiom Advisory LLC2,014$272 03/31/2024
     IYW2,014$272 03/31/2024
Lantern Wealth Advisors LLC2,216$272 12/31/2023
     IYW2,216$272 12/31/2023
EWA LLC2,080$271 12/31/2023
     IYW2,080$271 12/31/2023
WASHINGTON TRUST Co1,997$270 03/31/2024
     IYW1,997$270 03/31/2024
Cambridge Advisors Inc.2,000$270 03/31/2024
     IYW2,000$270 03/31/2024
Advisors Management Group Inc. ADV2,201$270 12/31/2023
     IYW2,201$270 12/31/2023
BOK Financial Private Wealth Inc.2,200$270 12/31/2023
     IYW2,200$270 12/31/2023
Revolve Wealth Partners LLC1,972$266 03/31/2024
     IYW1,972$266 03/31/2024
Mission Wealth Management LP2,168$266 12/31/2023
     IYW2,168$266 12/31/2023
TFB Advisors LLC2,162$265 12/31/2023
     IYW2,162$265 12/31/2023
Atlantic Edge Private Wealth Management LLC2,140$263 12/31/2023
     IYW2,140$263 12/31/2023
FinTrust Capital Advisors LLC2,133$262 12/31/2023
     IYW2,133$262 12/31/2023
Arvest Trust Co. N A2,124$261 12/31/2023
     IYW2,124$261 12/31/2023
Aveo Capital Partners LLC2,124$261 12/31/2023
     IYW2,124$261 12/31/2023
WMS Partners LLC2,116$260 12/31/2023
     IYW2,116$260 12/31/2023
Trexquant Investment LP2,120$260 12/31/2023
     IYW2,120$260 12/31/2023
Moneta Group Investment Advisors LLC2,112$259 12/31/2023
     IYW2,112$259 12/31/2023
Verdence Capital Advisors LLC2,106$259 12/31/2023
     IYW2,106$259 12/31/2023
Picton Mahoney Asset Management2,100$258 12/31/2023
     IYW2,100$258 12/31/2023
Center for Financial Planning Inc.2,100$258 12/31/2023
     IYW2,100$258 12/31/2023
Family Wealth Group LLC2,096$257 12/31/2023
     IYW2,096$257 12/31/2023
Nilsine Partners LLC1,895$256 03/31/2024
     IYW1,895$256 03/31/2024
Fundamentun LLC1,890$255 03/31/2024
     IYW1,890$255 03/31/2024
Garrison Asset Management LLC2,080$255 12/31/2023
     IYW2,080$255 12/31/2023
Chemistry Wealth Management LLC1,884$254 03/31/2024
     IYW1,884$254 03/31/2024
Oliver Lagore Vanvalin Investment Group2,058$253 12/31/2023
     IYW2,058$253 12/31/2023
Secure Asset Management LLC2,043$251 12/31/2023
     IYW2,043$251 12/31/2023
Midwest Heritage Bank FSB2,043$251 12/31/2023
     IYW2,043$251 12/31/2023
Baldwin Investment Management LLC2,030$249 12/31/2023
     IYW2,030$249 12/31/2023
Roble Belko & Company Inc1,835$248 03/31/2024
     IYW1,835$248 03/31/2024
Koshinski Asset Management Inc.2,016$247 12/31/2023
     IYW2,016$247 12/31/2023
Jag Capital Management LLC2,000$246 12/31/2023
     IYW2,000$246 12/31/2023
Whittier Trust Co. of Nevada Inc.2,000$246 12/31/2023
     IYW2,000$246 12/31/2023
Waypoint Capital Advisors LLC2,000$246 12/31/2023
     IYW2,000$246 12/31/2023
Widmann Financial Services Inc.2,000$246 12/31/2023
     IYW2,000$246 12/31/2023
Colonial Trust Co SC2,000$246 12/31/2023
     IYW2,000$246 12/31/2023
Dover Advisors LLC2,000$246 12/31/2023
     IYW2,000$246 12/31/2023
GPS Wealth Strategies Group LLC1,994$245 12/31/2023
     IYW1,994$245 12/31/2023
Key Financial Inc1,995$245 12/31/2023
     IYW1,995$245 12/31/2023
Transcendent Capital Group LLC1,800$243 03/31/2024
     IYW1,800$243 03/31/2024
Moors & Cabot Inc.1,973$242 12/31/2023
     IYW1,973$242 12/31/2023
Central Valley Advisors LLC1,786$241 03/31/2024
     IYW1,786$241 03/31/2024
New Republic Capital LLC1,967$241 12/31/2023
     IYW1,967$241 12/31/2023
Peoples Bank OH1,954$240 12/31/2023
     IYW1,954$240 12/31/2023
Front Row Advisors LLC1,955$240 12/31/2023
     IYW1,955$240 12/31/2023
Western Financial Corp CA1,959$240 12/31/2023
     IYW1,959$240 12/31/2023
Gradient Capital Advisors LLC1,760$238 03/31/2024
     IYW1,760$238 03/31/2024
D. E. Shaw & Co. Inc.1,920$236 12/31/2023
     IYW1,920$236 12/31/2023
Venture Visionary Partners LLC1,924$236 12/31/2023
     IYW1,924$236 12/31/2023
Founders Financial Alliance LLC1,923$236 12/31/2023
     IYW1,923$236 12/31/2023
Dodds Wealth LLC1,912$235 12/31/2023
     IYW1,912$235 12/31/2023
Lakeshore Financial Planning Inc.1,912$235 12/31/2023
     IYW1,912$235 12/31/2023
DF Dent & Co. Inc.1,910$234 12/31/2023
     IYW1,910$234 12/31/2023
Kingsview Wealth Management LLC1,883$231 12/31/2023
     IYW1,883$231 12/31/2023
BancorpSouth Bank1,871$230 12/31/2023
     IYW1,871$230 12/31/2023
First National Bank1,695$229 03/31/2024
     IYW1,695$229 03/31/2024
Actinver Wealth Management Inc.1,866$229 12/31/2023
     IYW1,866$229 12/31/2023
Coldstream Capital Management Inc.1,856$228 12/31/2023
     IYW1,856$228 12/31/2023
Cornerstone Planning Group LLC1,825$224 12/31/2023
     IYW1,825$224 12/31/2023
Stokes Family Office LLC1,805$222 12/31/2023
     IYW1,805$222 12/31/2023
Tcwp LLC1,807$222 12/31/2023
     IYW1,807$222 12/31/2023
Campion Asset Management LLC1,800$221 12/31/2023
     IYW1,800$221 12/31/2023
BOS Asset Management LLC1,800$221 12/31/2023
     IYW1,800$221 12/31/2023
Powell Investment Advisors LLC1,624$219 03/31/2024
     IYW1,624$219 03/31/2024
Flower City Capital1,620$219 03/31/2024
     IYW1,620$219 03/31/2024
Procyon Private Wealth Partners LLC1,617$218 03/31/2024
     IYW1,617$218 03/31/2024
Sage Mountain Advisors LLC1,612$218 03/31/2024
     IYW1,612$218 03/31/2024
CENTRAL TRUST Co1,779$218 12/31/2023
     IYW1,779$218 12/31/2023
Marino Stram & Associates LLC1,768$217 12/31/2023
     IYW1,768$217 12/31/2023
Bray Capital Advisors1,767$217 12/31/2023
     IYW1,767$217 12/31/2023
Bailard Inc.1,756$216 12/31/2023
     IYW1,756$216 12/31/2023
Novak & Powell Financial Services Inc.1,760$216 12/31/2023
     IYW1,760$216 12/31/2023
Fisher Asset Management LLC1,755$215 12/31/2023
     IYW1,755$215 12/31/2023
Semmax Financial Advisors Inc.1,640$215 12/31/2023
     IYW1,640$215 12/31/2023
Anderson Fisher LLC1,732$213 12/31/2023
     IYW1,732$213 12/31/2023
Patten Group Inc.1,564$211 03/31/2024
     IYW1,564$211 03/31/2024
First Financial Bankshares Inc1,720$211 12/31/2023
     IYW1,720$211 12/31/2023
Mandatum Life Insurance Co Ltd1,722$211 12/31/2023
     IYW1,722$211 12/31/2023
Callan Capital LLC1,714$210 12/31/2023
     IYW1,714$210 12/31/2023
Semus Wealth Partners LLC1,713$210 12/31/2023
     IYW1,713$210 12/31/2023
Marco Investment Management LLC1,700$209 12/31/2023
     IYW1,700$209 12/31/2023
Belvedere Trading LLC $209 12/31/2023
     Call1,700$209 12/31/2023
Herold Advisors Inc.1,704$209 12/31/2023
     IYW1,704$209 12/31/2023
Gray Wealth Management Inc.1,701$209 12/31/2023
     IYW1,701$209 12/31/2023
Syntegra Private Wealth Group LLC1,691$208 12/31/2023
     IYW1,691$208 12/31/2023
Steele Capital Management Inc.1,526$206 03/31/2024
     IYW1,526$206 03/31/2024
Coppell Advisory Solutions LLC1,677$206 12/31/2023
     IYW1,677$206 12/31/2023
Aldebaran Capital LLC1,672$205 12/31/2023
     IYW1,672$205 12/31/2023
Baker Avenue Asset Management LP1,643$202 12/31/2023
     IYW1,643$202 12/31/2023
9258 Wealth Management LLC1,642$202 12/31/2023
     IYW1,642$202 12/31/2023
Firestone Capital Management1,645$202 12/31/2023
     IYW1,645$202 12/31/2023
MGB Wealth Management LLC1,628$201 12/31/2023
     IYW1,628$201 12/31/2023
Fulton Breakefield Broenniman LLC1,631$200 12/31/2023
     IYW1,631$200 12/31/2023
Deutsche Bank AG1,548$190 12/31/2023
     IYW1,548$190 12/31/2023
Oxford Financial Group Ltd.1,521$187 12/31/2023
     IYW1,521$187 12/31/2023
Kayne Anderson Rudnick Investment Management LLC1,505$185 12/31/2023
     IYW1,505$185 12/31/2023
ICA Group Wealth Management LLC1,429$175 12/31/2023
     IYW1,429$175 12/31/2023
NBT Bank N A NY1,399$172 12/31/2023
     IYW1,399$172 12/31/2023
Cape Investment Advisory Inc.1,308$161 12/31/2023
     IYW1,308$161 12/31/2023
Cherry Tree Wealth Management LLC1,203$148 12/31/2023
     IYW1,203$148 12/31/2023
Plante Moran Financial Advisors LLC1,158$142 12/31/2023
     IYW1,158$142 12/31/2023
Founders Capital Management949$128 03/31/2024
     IYW949$128 03/31/2024
LGT Financial Advisors LLC1,044$128 12/31/2023
     IYW1,044$128 12/31/2023
Optimum Investment Advisors938$127 03/31/2024
     IYW938$127 03/31/2024
Main Street Group LTD1,029$126 12/31/2023
     IYW1,029$126 12/31/2023
AlphaCore Capital LLC1,007$124 12/31/2023
     IYW1,007$124 12/31/2023
Bessemer Group Inc.1,001$123 12/31/2023
     IYW1,001$123 12/31/2023
Hanson & Doremus Investment Management896$121 03/31/2024
     IYW896$121 03/31/2024
Tower Research Capital LLC TRC 970$119 12/31/2023
     IYW970$119 12/31/2023
Vermillion & White Wealth Management Group LLC973$119 12/31/2023
     IYW973$119 12/31/2023
Hexagon Capital Partners LLC860$116 03/31/2024
     IYW860$116 03/31/2024
Caitlin John LLC942$116 12/31/2023
     IYW942$116 12/31/2023
Aptus Capital Advisors LLC927$114 12/31/2023
     IYW927$114 12/31/2023
Guardian Wealth Advisors LLC NC924$113 12/31/2023
     IYW924$113 12/31/2023
Planned Solutions Inc.878$108 12/31/2023
     IYW878$108 12/31/2023
Future Financial Wealth Managment LLC770$104 03/31/2024
     IYW770$104 03/31/2024
Colonial Trust Advisors846$104 12/31/2023
     IYW846$104 12/31/2023
Clearstead Advisors LLC824$101 12/31/2023
     IYW824$101 12/31/2023
Salem Investment Counselors Inc.732$99 03/31/2024
     IYW732$99 03/31/2024
BOKF NA752$92 12/31/2023
     IYW752$92 12/31/2023
Mitchell Sinkler & Starr PA700$86 12/31/2023
     IYW700$86 12/31/2023
Tyler Stone Wealth Management689$85 12/31/2023
     IYW689$85 12/31/2023
Townsend Asset Management Corp NC ADV671$82 12/31/2023
     IYW671$82 12/31/2023
Burkett Financial Services LLC603$81 03/31/2024
     IYW603$81 03/31/2024
Signaturefd LLC652$80 12/31/2023
     IYW652$80 12/31/2023
O Shaughnessy Asset Management LLC615$75 12/31/2023
     IYW615$75 12/31/2023
MTM Investment Management LLC607$75 12/31/2023
     IYW607$75 12/31/2023
Criterion Capital Advisors LLC552$74 03/31/2024
     IYW552$74 03/31/2024
Northwest Financial Advisors600$74 12/31/2023
     IYW600$74 12/31/2023
CKW Financial Group540$73 03/31/2024
     IYW540$73 03/31/2024
Creekmur Asset Management LLC559$69 12/31/2023
     IYW559$69 12/31/2023
First Personal Financial Services542$67 12/31/2023
     IYW542$67 12/31/2023
Gradient Investments LLC481$65 03/31/2024
     IYW481$65 03/31/2024
Newton One Investments LLC477$64 03/31/2024
     IYW477$64 03/31/2024
Nalls Sherbakoff Group LLC518$64 12/31/2023
     IYW518$64 12/31/2023
Family Asset Management LLC523$64 12/31/2023
     IYW523$64 12/31/2023
Glass Jacobson Investment Advisors llc484$59 12/31/2023
     IYW484$59 12/31/2023
GAMMA Investing LLC414$56 03/31/2024
     IYW414$56 03/31/2024
Adirondack Trust Co.402$54 03/31/2024
     IYW402$54 03/31/2024
West Paces Advisors Inc.400$54 03/31/2024
     IYW400$54 03/31/2024
Davis Capital Management388$53 03/31/2024
     IYW388$53 03/31/2024
Oak Harbor Wealth Partners LLC394$53 03/31/2024
     IYW394$53 03/31/2024
Balentine LLC416$51 12/31/2023
     IYW416$51 12/31/2023
Annis Gardner Whiting Capital Advisors LLC412$51 12/31/2023
     IYW412$51 12/31/2023
Tidemark LLC404$50 12/31/2023
     IYW404$50 12/31/2023
Provident Wealth Management LLC366$49 03/31/2024
     IYW366$49 03/31/2024
First Manhattan Co.400$49 12/31/2023
     IYW400$49 12/31/2023
Newbridge Financial Services Group Inc.399$49 12/31/2023
     IYW399$49 12/31/2023
Rockbridge Investment Management LCC388$48 12/31/2023
     IYW388$48 12/31/2023
Heritage Wealth Advisors379$47 12/31/2023
     IYW379$47 12/31/2023
Hamilton Point Investment Advisors LLC386$47 12/31/2023
     IYW386$47 12/31/2023
PSI Advisors LLC340$42 12/31/2023
     IYW340$42 12/31/2023
GHP Investment Advisors Inc.335$41 12/31/2023
     IYW335$41 12/31/2023
Park Place Capital Corp291$39 03/31/2024
     IYW291$39 03/31/2024
South State CORP.320$39 12/31/2023
     IYW320$39 12/31/2023
Sugarloaf Wealth Management LLC283$38 03/31/2024
     IYW283$38 03/31/2024
Pacifica Partners Inc.280$38 03/31/2024
     IYW280$38 03/31/2024
Brown Brothers Harriman & Co.300$37 12/31/2023
     IYW300$37 12/31/2023
GoalVest Advisory LLC270$36 03/31/2024
     IYW270$36 03/31/2024
Wagner Wealth Management LLC260$35 03/31/2024
     IYW260$35 03/31/2024
Planning Capital Management Corp266$33 12/31/2023
     IYW266$33 12/31/2023
Fortis Advisors LLC255$31 12/31/2023
     IYW255$31 12/31/2023
Richardson Capital Management LLC218$29 03/31/2024
     IYW218$29 03/31/2024
Citadel Advisors LLC $29 12/31/2023
     Put43,300$5,315 12/31/2023
     IYW36,841$4,522 12/31/2023
     Call6,700$822 12/31/2023
Independence Bank of Kentucky160$22 03/31/2024
     IYW160$22 03/31/2024
APCM Wealth Management for Individuals160$22 03/31/2024
     IYW160$22 03/31/2024
Tsfg LLC160$22 03/31/2024
     IYW160$22 03/31/2024
Nemes Rush Group LLC178$22 12/31/2023
     IYW178$22 12/31/2023
Close Asset Management Ltd175$21 12/31/2023
     IYW175$21 12/31/2023
Larson Financial Group LLC168$21 12/31/2023
     IYW168$21 12/31/2023
City Holding Co.150$20 03/31/2024
     IYW150$20 03/31/2024
Global Wealth Management Investment Advisory Inc.160$20 12/31/2023
     IYW160$20 12/31/2023
Sanctuary Wealth Management L.L.C.155$19 12/31/2023
     IYW155$19 12/31/2023
JDM Financial Group LLC151$19 12/31/2023
     IYW151$19 12/31/2023
Element Wealth LLC147$18 12/31/2023
     IYW147$18 12/31/2023
Halpern Financial Inc.120$16 03/31/2024
     IYW120$16 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC128$16 12/31/2023
     IYW128$16 12/31/2023
EPG Wealth Management LLC119$16 12/31/2023
     IYW119$16 12/31/2023
Resources Management Corp CT ADV123$15 12/31/2023
     IYW123$15 12/31/2023
Joseph Group Capital Management106$13 12/31/2023
     IYW106$13 12/31/2023
American National Bank92$12 03/31/2024
     IYW92$12 03/31/2024
Fortitude Family Office LLC88$12 03/31/2024
     IYW88$12 03/31/2024
Lindbrook Capital LLC100$12 12/31/2023
     IYW100$12 12/31/2023
Live Oak Investment Partners99$12 12/31/2023
     IYW99$12 12/31/2023
Cutler Group LP $11 03/31/2024
     Call3,900$11 03/31/2024
     Put400$0 03/31/2024
Rosenberg Matthew Hamilton71$10 03/31/2024
     IYW71$10 03/31/2024
Investors Research Corp82$10 12/31/2023
     IYW82$10 12/31/2023
Retirement Group LLC84$10 12/31/2023
     IYW84$10 12/31/2023
Massmutual Trust Co. FSB ADV62$8 03/31/2024
     IYW62$8 03/31/2024
Slocum Gordon & Co LLP68$8 12/31/2023
     IYW68$8 12/31/2023
JJJ Advisors Inc.50$7 03/31/2024
     IYW50$7 03/31/2024
Jones Financial Companies Lllp60$7 12/31/2023
     IYW60$7 12/31/2023
Tucker Asset Management LLC56$7 12/31/2023
     IYW56$7 12/31/2023
Evergreen Private Wealth LLC45$6 03/31/2024
     IYW45$6 03/31/2024
Hollencrest Capital Management45$6 12/31/2023
     IYW45$6 12/31/2023
Avion Wealth48$6 12/31/2023
     IYW48$6 12/31/2023
Albion Financial Group UT36$5 03/31/2024
     IYW36$5 03/31/2024
Central Bank & Trust Co.39$5 03/31/2024
     IYW39$5 03/31/2024
Farmers & Merchants Investments Inc.37$5 03/31/2024
     IYW37$5 03/31/2024
Progressive Investment Management Corp38$5 03/31/2024
     IYW38$5 03/31/2024
Archer Investment Corp40$5 12/31/2023
     IYW40$5 12/31/2023
Dunhill Financial LLC41$5 12/31/2023
     IYW41$5 12/31/2023
Thompson Investment Management Inc.33$4 03/31/2024
     IYW33$4 03/31/2024
Parkside Financial Bank & Trust30$4 12/31/2023
     IYW30$4 12/31/2023
First Pacific Financial34$4 12/31/2023
     IYW34$4 12/31/2023
Woodmont Investment Counsel LLC23$3 03/31/2024
     IYW23$3 03/31/2024
Thompson Siegel & Walmsley LLC28$3 12/31/2023
     IYW28$3 12/31/2023
Impact Partnership Wealth LLC26$3 12/31/2023
     IYW26$3 12/31/2023
Able Wealth Management LLC24$3 12/31/2023
     IYW24$3 12/31/2023
Caldwell Sutter Capital Inc.13$2 03/31/2024
     IYW13$2 03/31/2024
Bellevue Asset Management LLC15$2 12/31/2023
     IYW15$2 12/31/2023
Arcadia Investment Management Corp MI8$1 03/31/2024
     IYW8$1 03/31/2024
Phillips Financial Management LLC11$1 03/31/2024
     IYW11$1 03/31/2024
Oakworth Capital Inc.7$1 03/31/2024
     IYW7$1 03/31/2024
DHJJ Financial Advisors Ltd.4$1 03/31/2024
     IYW4$1 03/31/2024
AllSquare Wealth Management LLC10$1 12/31/2023
     IYW10$1 12/31/2023
Private Wealth Management Group LLC9$1 12/31/2023
     IYW9$1 12/31/2023
Glassman Wealth Services3$0 12/31/2023
     IYW3$0 12/31/2023
Wolverine Trading LLC $-645 12/31/2023
     Put11,000$1,350 12/31/2023
     IYW3,340$410 12/31/2023
     Call2,400$295 12/31/2023
Susquehanna International Group LLP99,900$-3,695 12/31/2023
     Put130,000$15,958 12/31/2023
     Call99,900$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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