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Funds Holding IVW

On this page, we present all of the funds holding IVW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IVW, with a link to that fund's top holdings. The next columns indicate the amount of IVW stock held by each of the funds holding IVW, followed by the IVW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1518 funds holding IVW within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Punch & Associates Investment Management Inc.. For more details on the positions held by Punch & Associates Investment Management Inc. (or by any of the other funds holding IVW), click the fund name in the "Holder" column of the funds-holding-IVW table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Punch & Associates Investment Management Inc. $6,087,817 12/31/2023
     Call80,982$6,081,735 12/31/2023
     IVW80,982$6,082 12/31/2023
JPMorgan Chase & Co.45,950,902$3,450,913 12/31/2023
     IVW45,950,902$3,450,913 12/31/2023
Morgan Stanley29,694,538$2,230,060 12/31/2023
     IVW29,694,538$2,230,060 12/31/2023
Envestnet Asset Management Inc.21,548,126$1,618,264 12/31/2023
     IVW21,548,126$1,618,264 12/31/2023
Bank of America Corp DE17,440,200$1,309,759 12/31/2023
     IVW17,440,200$1,309,759 12/31/2023
Wells Fargo & Company MN15,600,583$1,171,604 12/31/2023
     IVW15,600,583$1,171,604 12/31/2023
Jones Financial Companies Lllp12,863,622$966,058 12/31/2023
     IVW12,863,622$966,058 12/31/2023
Goldman Sachs Group Inc.10,113,546$759,527 12/31/2023
     IVW10,113,546$759,527 12/31/2023
UBS Group AG $700,097 12/31/2023
     IVW9,325,191$700,322 12/31/2023
     Put3,000$225 12/31/2023
LPL Financial LLC7,908,066$593,896 12/31/2023
     IVW7,908,066$593,896 12/31/2023
Ameriprise Financial Inc.7,121,845$534,865 12/31/2023
     IVW7,121,845$534,865 12/31/2023
Stifel Financial Corp6,968,324$523,327 12/31/2023
     IVW6,968,324$523,327 12/31/2023
M&T Bank Corp5,159,252$387,459 12/31/2023
     IVW5,159,252$387,459 12/31/2023
The PNC Financial Services Group Inc.5,020,008$377,003 12/31/2023
     IVW5,020,008$377,003 12/31/2023
CWM LLC4,419,212$373,158 03/31/2024
     IVW4,419,212$373,158 03/31/2024
Advisor Group Holdings Inc.3,869,378$290,643 12/31/2023
     IVW3,869,378$290,643 12/31/2023
Mariner LLC3,759,278$282,322 12/31/2023
     IVW3,759,278$282,322 12/31/2023
BlackRock Inc.3,624,246$272,181 12/31/2023
     IVW3,624,246$272,181 12/31/2023
Regions Financial Corp3,021,309$255,119 03/31/2024
     IVW3,021,309$255,119 03/31/2024
US Bancorp DE3,376,757$253,594 12/31/2023
     IVW3,376,757$253,594 12/31/2023
Park Avenue Securities LLC2,649,963$223,763 03/31/2024
     IVW2,649,963$223,763 03/31/2024
Royal Bank of Canada2,920,404$219,032 12/31/2023
     IVW2,920,404$219,032 12/31/2023
Commonwealth Equity Services LLC2,831,843$212,671 12/31/2023
     IVW2,831,843$212,671 12/31/2023
Raymond James Financial Services Advisors Inc.2,408,561$203,379 03/31/2024
     IVW2,408,561$203,379 03/31/2024
HB Wealth Management LLC2,640,236$198,283 12/31/2023
     IVW2,640,236$198,283 12/31/2023
Lido Advisors LLC2,550,489$191,542 12/31/2023
     IVW2,550,489$191,542 12/31/2023
Huntington National Bank2,395,587$179,909 12/31/2023
     IVW2,395,587$179,909 12/31/2023
Raymond James & Associates2,111,674$178,310 03/31/2024
     IVW2,111,674$178,310 03/31/2024
FMR LLC2,166,077$162,672 12/31/2023
     IVW2,166,077$162,672 12/31/2023
Envestnet Portfolio Solutions Inc.2,018,530$151,592 12/31/2023
     IVW2,018,530$151,592 12/31/2023
HighTower Advisors LLC1,776,928$133,446 12/31/2023
     IVW1,776,928$133,446 12/31/2023
Northwestern Mutual Wealth Management Co.1,686,803$126,679 12/31/2023
     IVW1,686,803$126,679 12/31/2023
Smith Anglin Financial LLC1,462,631$123,505 03/31/2024
     IVW1,462,631$123,505 03/31/2024
Cliftonlarsonallen Wealth Advisors LLC1,468,236$110,265 12/31/2023
     IVW1,468,236$110,265 12/31/2023
Midland Wealth Advisors LLC1,333,343$100,134 12/31/2023
     IVW1,333,343$100,134 12/31/2023
Thrivent Financial for Lutherans1,212,713$91,076 12/31/2023
     IVW1,212,713$91,076 12/31/2023
Bank of New York Mellon Corp1,066,170$90,027 03/31/2024
     IVW1,066,170$90,027 03/31/2024
Courier Capital LLC1,059,991$89,506 03/31/2024
     IVW1,059,991$89,506 03/31/2024
Comerica Bank1,107,331$83,161 12/31/2023
     IVW1,107,331$83,161 12/31/2023
LVZ Advisors Inc.978,251$82,604 03/31/2024
     IVW978,251$82,604 03/31/2024
Salomon & Ludwin LLC1,189,761$81,333 12/31/2023
     IVW1,189,761$81,333 12/31/2023
MML Investors Services LLC1,081,027$81,185 12/31/2023
     IVW1,081,027$81,185 12/31/2023
Resources Investment Advisors LLC.1,060,495$79,643 12/31/2023
     IVW1,060,495$79,643 12/31/2023
Truist Financial Corp1,048,608$78,750 12/31/2023
     IVW1,048,608$78,750 12/31/2023
Fifth Third Bancorp897,959$75,824 03/31/2024
     IVW897,959$75,824 03/31/2024
Rehmann Capital Advisory Group1,006,399$75,581 12/31/2023
     IVW1,006,399$75,581 12/31/2023
Baird Financial Group Inc.995,576$74,768 12/31/2023
     IVW995,576$74,768 12/31/2023
Two Sigma Investments LP977,900$73,440 12/31/2023
     IVW977,900$73,440 12/31/2023
Calamos Wealth Management LLC934,958$70,215 12/31/2023
     IVW934,958$70,215 12/31/2023
Cambridge Investment Research Advisors Inc.786,811$66,438 03/31/2024
     IVW786,811$66,438 03/31/2024
MAI Capital Management881,876$66,229 12/31/2023
     IVW881,876$66,229 12/31/2023
Janney Montgomery Scott LLC867,535$65,152 12/31/2023
     IVW867,535$65,152 12/31/2023
USA Financial Portformulas Corp855,439$64,243 12/31/2023
     IVW855,439$64,243 12/31/2023
Moneta Group Investment Advisors LLC848,907$63,753 12/31/2023
     IVW848,907$63,753 12/31/2023
Cetera Investment Advisers847,249$63,628 12/31/2023
     IVW847,249$63,628 12/31/2023
Praetorian Wealth Management Inc.749,205$63,263 03/31/2024
     IVW749,205$63,263 03/31/2024
Keybank National Association OH831,424$62,440 12/31/2023
     IVW831,424$62,440 12/31/2023
Valmark Advisers Inc.829,579$62,301 12/31/2023
     IVW829,579$62,301 12/31/2023
Equitable Holdings Inc.795,756$59,761 12/31/2023
     IVW795,756$59,761 12/31/2023
Modera Wealth Management LLC789,286$59,275 12/31/2023
     IVW789,286$59,275 12/31/2023
SCS Capital Management LLC788,053$59,183 12/31/2023
     IVW788,053$59,183 12/31/2023
Modern Wealth Management LLC744,655$55,924 12/31/2023
     IVW744,655$55,924 12/31/2023
Stegner Investment Associates Inc.657,847$55,549 03/31/2024
     IVW657,847$55,549 03/31/2024
Bank of Montreal Can703,843$53,140 12/31/2023
     IVW703,843$53,140 12/31/2023
Foundations Investment Advisors LLC676,020$53,027 12/31/2023
     IVW676,020$53,027 12/31/2023
Two Sigma Advisers LP682,000$51,218 12/31/2023
     IVW682,000$51,218 12/31/2023
Charles Schwab Investment Management Inc.677,391$50,872 12/31/2023
     IVW677,391$50,872 12/31/2023
Arvest Trust Co. N A658,035$49,418 12/31/2023
     IVW658,035$49,418 12/31/2023
Allworth Financial LP576,965$48,719 03/31/2024
     IVW576,965$48,719 03/31/2024
Northern Trust Corp600,846$45,124 12/31/2023
     IVW600,846$45,124 12/31/2023
First Hawaiian Bank529,498$44,711 03/31/2024
     IVW529,498$44,711 03/31/2024
Wealth Enhancement Advisory Services LLC528,291$44,609 03/31/2024
     IVW528,291$44,609 03/31/2024
SilverOak Wealth Management LLC590,996$44,384 12/31/2023
     IVW590,996$44,384 12/31/2023
Cetera Advisor Networks LLC586,946$44,080 12/31/2023
     IVW586,946$44,080 12/31/2023
United Capital Financial Advisers LLC585,224$43,950 12/31/2023
     IVW585,224$43,950 12/31/2023
Captrust Financial Advisors561,844$42,194 12/31/2023
     IVW561,844$42,194 12/31/2023
Mercer Global Advisors Inc. ADV557,365$41,858 12/31/2023
     IVW557,365$41,858 12/31/2023
Platte River Wealth Advisors LLC495,534$41,843 03/31/2024
     IVW495,534$41,843 03/31/2024
Northern Oak Wealth Management Inc.534,167$40,116 12/31/2023
     IVW534,167$40,116 12/31/2023
Barings LLC520,665$39,102 12/31/2023
     IVW520,665$39,102 12/31/2023
North Star Investment Management Corp.519,441$39,010 12/31/2023
     IVW519,441$39,010 12/31/2023
Cetera Advisors LLC516,921$38,821 12/31/2023
     IVW516,921$38,821 12/31/2023
Pensionmark Financial Group LLC511,419$38,408 12/31/2023
     IVW511,419$38,408 12/31/2023
Capital Advisors Inc. OK506,123$38,010 12/31/2023
     IVW506,123$38,010 12/31/2023
Advocacy Wealth Management Services LLC449,485$37,955 03/31/2024
     IVW449,485$37,955 03/31/2024
Probity Advisors Inc.503,349$37,802 12/31/2023
     IVW503,349$37,802 12/31/2023
Rockefeller Capital Management L.P.496,422$37,281 12/31/2023
     IVW496,422$37,281 12/31/2023
Creative Planning490,036$36,802 12/31/2023
     IVW490,036$36,802 12/31/2023
RSM US Wealth Management LLC475,696$35,725 12/31/2023
     IVW475,696$35,725 12/31/2023
Connecticut Wealth Management LLC470,553$35,338 12/31/2023
     IVW470,553$35,338 12/31/2023
Amarillo National Bank409,539$34,581 03/31/2024
     IVW409,539$34,581 03/31/2024
Strategic Wealth Partners Group LLC457,861$34,385 12/31/2023
     IVW457,861$34,385 12/31/2023
Atria Wealth Solutions Inc.453,285$34,042 12/31/2023
     IVW453,285$34,042 12/31/2023
Financial Life Advisors395,968$33,436 03/31/2024
     IVW395,968$33,436 03/31/2024
Greenleaf Trust438,741$32,949 12/31/2023
     IVW438,741$32,949 12/31/2023
Principal Securities Inc.434,410$32,624 12/31/2023
     IVW434,410$32,624 12/31/2023
Kestra Advisory Services LLC429,549$32,259 12/31/2023
     IVW429,549$32,259 12/31/2023
Quantitative Strategies Inc.426,030$31,995 12/31/2023
     IVW426,030$31,995 12/31/2023
Wade G W & Inc.424,013$31,843 12/31/2023
     IVW424,013$31,843 12/31/2023
BOK Financial Private Wealth Inc.419,030$31,469 12/31/2023
     IVW419,030$31,469 12/31/2023
Busey Wealth Management364,779$30,802 03/31/2024
     IVW364,779$30,802 03/31/2024
MV Capital Management Inc.359,788$30,381 03/31/2024
     IVW359,788$30,381 03/31/2024
GWM Advisors LLC396,806$30,220 12/31/2023
     IVW396,806$30,220 12/31/2023
Private Advisor Group LLC394,326$29,614 12/31/2023
     IVW394,326$29,614 12/31/2023
Financial Engines Advisors L.L.C.385,633$28,961 12/31/2023
     IVW385,633$28,961 12/31/2023
AE Wealth Management LLC367,171$28,790 12/31/2023
     IVW367,171$28,790 12/31/2023
Foundation Wealth Management LLC379,663$28,513 12/31/2023
     IVW379,663$28,513 12/31/2023
BOKF NA379,472$28,498 12/31/2023
     IVW379,472$28,498 12/31/2023
Ameritas Investment Partners Inc.370,232$27,804 12/31/2023
     IVW370,232$27,804 12/31/2023
LMG Wealth Partners LLC365,298$27,434 12/31/2023
     IVW365,298$27,434 12/31/2023
Encompass Wealth Advisors LLC363,026$27,263 12/31/2023
     IVW363,026$27,263 12/31/2023
Austin Private Wealth LLC321,677$27,121 03/31/2024
     IVW321,677$27,121 03/31/2024
Citigroup Inc.360,048$27,040 12/31/2023
     IVW360,048$27,040 12/31/2023
Pinkerton Retirement Specialists LLC358,086$26,892 12/31/2023
     IVW358,086$26,892 12/31/2023
First Merchants Corp314,702$26,573 03/31/2024
     IVW314,702$26,573 03/31/2024
Sterling Investment Counsel LLC308,945$26,087 03/31/2024
     IVW308,945$26,087 03/31/2024
Avantax Advisory Services Inc.346,111$25,993 12/31/2023
     IVW346,111$25,993 12/31/2023
BKD Wealth Advisors LLC305,596$25,804 03/31/2024
     IVW305,596$25,804 03/31/2024
Clear Creek Financial Management LLC300,378$25,364 03/31/2024
     IVW300,378$25,364 03/31/2024
Clearstead Advisors LLC335,733$25,214 12/31/2023
     IVW335,733$25,214 12/31/2023
Colony Group LLC323,612$24,303 12/31/2023
     IVW323,612$24,303 12/31/2023
Payden & Rygel316,590$23,776 12/31/2023
     IVW316,590$23,776 12/31/2023
Kwmg LLC274,833$23,207 03/31/2024
     IVW274,833$23,207 03/31/2024
IFP Advisors Inc306,803$23,041 12/31/2023
     IVW306,803$23,041 12/31/2023
Pathstone Holdings LLC303,404$22,786 12/31/2023
     IVW303,404$22,786 12/31/2023
Silicon Valley Capital Partners302,359$22,707 12/31/2023
     IVW302,359$22,707 12/31/2023
JB Capital LLC300,695$22,582 12/31/2023
     IVW300,695$22,582 12/31/2023
GHP Investment Advisors Inc.251,936$21,273 03/31/2024
     IVW251,936$21,273 03/31/2024
Powell Investment Advisors LLC250,701$21,169 03/31/2024
     IVW250,701$21,169 03/31/2024
Halpern Financial Inc.250,404$21,112 03/31/2024
     IVW250,404$21,112 03/31/2024
Principal Street Partners LLC277,297$20,825 12/31/2023
     IVW277,297$20,825 12/31/2023
Droms Strauss Advisors Inc. MO ADV273,945$20,573 12/31/2023
     IVW273,945$20,573 12/31/2023
Cerity Partners LLC269,394$20,232 12/31/2023
     IVW269,394$20,232 12/31/2023
Cahill Financial Advisors Inc.264,897$19,894 12/31/2023
     IVW264,897$19,894 12/31/2023
Lee Financial Co261,763$19,658 12/31/2023
     IVW261,763$19,658 12/31/2023
SPC Financial Inc.259,590$19,495 12/31/2023
     IVW259,590$19,495 12/31/2023
ShoreHaven Wealth Partners LLC255,871$19,216 12/31/2023
     IVW255,871$19,216 12/31/2023
Blue Edge Capital LLC255,797$19,210 12/31/2023
     IVW255,797$19,210 12/31/2023
CI Private Wealth LLC254,425$19,107 12/31/2023
     IVW254,425$19,107 12/31/2023
Spire Wealth Management225,556$19,046 03/31/2024
     IVW225,556$19,046 03/31/2024
Derbend Asset Management252,828$18,987 12/31/2023
     IVW252,828$18,987 12/31/2023
Sei Investments Co.251,113$18,859 12/31/2023
     IVW251,113$18,859 12/31/2023
Pettinga Financial Advisors LLC222,982$18,829 03/31/2024
     IVW222,982$18,829 03/31/2024
Atria Investments LLC250,703$18,828 12/31/2023
     IVW250,703$18,828 12/31/2023
Miracle Mile Advisors LLC222,111$18,755 03/31/2024
     IVW222,111$18,755 03/31/2024
Concurrent Investment Advisors LLC248,589$18,669 12/31/2023
     IVW248,589$18,669 12/31/2023
Wealthsource Partners LLC247,977$18,623 12/31/2023
     IVW247,977$18,623 12/31/2023
Global Assets Advisory LLC218,783$18,474 03/31/2024
     IVW218,783$18,474 03/31/2024
Per Stirling Capital Management LLC.243,569$18,292 12/31/2023
     IVW243,569$18,292 12/31/2023
J.W. Cole Advisors Inc.239,799$18,009 12/31/2023
     IVW239,799$18,009 12/31/2023
UMB Bank N A MO213,026$17,988 03/31/2024
     IVW213,026$17,988 03/31/2024
Transform Wealth LLC212,250$17,922 03/31/2024
     IVW212,250$17,922 03/31/2024
Western Wealth Management LLC235,158$17,660 12/31/2023
     IVW235,158$17,660 12/31/2023
Peninsula Wealth LLC232,779$17,482 12/31/2023
     IVW232,779$17,482 12/31/2023
Csenge Advisory Group229,655$17,247 12/31/2023
     IVW229,655$17,247 12/31/2023
Detalus Advisors LLC204,003$17,226 03/31/2024
     IVW204,003$17,226 03/31/2024
Integrated Wealth Concepts LLC227,879$17,114 12/31/2023
     IVW227,879$17,114 12/31/2023
Beacon Pointe Advisors LLC226,264$16,992 12/31/2023
     IVW226,264$16,992 12/31/2023
Alera Investment Advisors LLC226,222$16,989 12/31/2023
     IVW226,222$16,989 12/31/2023
Sigma Planning Corp220,694$16,574 12/31/2023
     IVW220,694$16,574 12/31/2023
Security Financial Services INC.191,190$16,144 03/31/2024
     IVW191,190$16,144 03/31/2024
Steel Peak Wealth Management LLC190,072$16,050 03/31/2024
     IVW190,072$16,050 03/31/2024
Ifrah Financial Services Inc.213,340$16,022 12/31/2023
     IVW213,340$16,022 12/31/2023
Financial Advisory Service Inc.206,975$15,544 12/31/2023
     IVW206,975$15,544 12/31/2023
Cresset Asset Management LLC203,441$15,278 12/31/2023
     IVW203,441$15,278 12/31/2023
Sunbelt Securities Inc.180,569$15,247 03/31/2024
     IVW180,569$15,247 03/31/2024
Horst & Graben Wealth Management LLC179,074$15,121 03/31/2024
     IVW179,074$15,121 03/31/2024
Stratos Wealth Partners LTD.178,030$15,033 03/31/2024
     IVW178,030$15,033 03/31/2024
Gladstone Institutional Advisory LLC197,566$14,837 12/31/2023
     IVW197,566$14,837 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC197,475$14,830 12/31/2023
     IVW197,475$14,830 12/31/2023
Mcmorgan & Co. LLC197,281$14,816 12/31/2023
     IVW197,281$14,816 12/31/2023
Evergreen Capital Management LLC193,300$14,517 12/31/2023
     IVW193,300$14,517 12/31/2023
Ironwood Financial llc171,754$14,503 03/31/2024
     IVW171,754$14,503 03/31/2024
CX Institutional171,564$14,487 03/31/2024
     IVW171,564$14,487 03/31/2024
Adaptive Financial Consulting LLC192,808$14,480 12/31/2023
     IVW192,808$14,480 12/31/2023
Sequoia Financial Advisors LLC190,820$14,331 12/31/2023
     IVW190,820$14,331 12/31/2023
Guidance Point Advisors LLC190,559$14,315 12/31/2023
     IVW190,559$14,315 12/31/2023
Rodgers & Associates LTD190,587$14,313 12/31/2023
     IVW190,587$14,313 12/31/2023
Brookstone Capital Management169,143$14,282 03/31/2024
     IVW169,143$14,282 03/31/2024
Cullen Frost Bankers Inc.189,913$14,262 12/31/2023
     IVW189,913$14,262 12/31/2023
Prime Capital Investment Advisors LLC189,391$14,223 12/31/2023
     IVW189,391$14,223 12/31/2023
Mesirow Financial Investment Management Inc.166,652$14,072 03/31/2024
     IVW166,652$14,072 03/31/2024
Steward Partners Investment Advisory LLC185,579$13,937 12/31/2023
     IVW185,579$13,937 12/31/2023
Financial Advocates Investment Management183,775$13,894 12/31/2023
     IVW183,775$13,894 12/31/2023
Honkamp Krueger Financial Services Inc.184,528$13,858 12/31/2023
     IVW184,528$13,858 12/31/2023
GTS Securities LLC180,255$13,535 12/31/2023
     IVW180,255$13,535 12/31/2023
MA Private Wealth179,564$13,485 12/31/2023
     IVW179,564$13,485 12/31/2023
One Wealth Advisors LLC156,998$13,257 03/31/2024
     IVW156,998$13,257 03/31/2024
DT Investment Partners LLC167,620$13,227 12/31/2023
     IVW167,620$13,227 12/31/2023
Capital Advisors Ltd. LLC156,091$13,180 03/31/2024
     IVW156,091$13,180 03/31/2024
Acropolis Investment Management LLC156,040$13,176 03/31/2024
     IVW156,040$13,176 03/31/2024
EisnerAmper Wealth Management Corporate Benefits LLC175,092$13,149 12/31/2023
     IVW175,092$13,149 12/31/2023
Silvercrest Asset Management Group LLC174,708$13,121 12/31/2023
     IVW174,708$13,121 12/31/2023
Sterling Financial Planning Inc.172,690$12,969 12/31/2023
     IVW172,690$12,969 12/31/2023
Trust Point Inc.152,599$12,885 03/31/2024
     IVW152,599$12,885 03/31/2024
Advisory Services Network LLC167,921$12,611 12/31/2023
     IVW167,921$12,611 12/31/2023
Gimbal Financial167,621$12,588 12/31/2023
     IVW167,621$12,588 12/31/2023
Bbjs Financial Advisors LLC167,534$12,582 12/31/2023
     IVW167,534$12,582 12/31/2023
Laird Norton Trust Company LLC166,692$12,519 12/31/2023
     IVW166,692$12,519 12/31/2023
Lbmc Investment Advisors LLC143,138$12,087 03/31/2024
     IVW143,138$12,087 03/31/2024
Callan Family Office LLC160,698$12,068 12/31/2023
     IVW160,698$12,068 12/31/2023
Simplicity Wealth LLC142,699$12,050 03/31/2024
     IVW142,699$12,050 03/31/2024
Instrumental Wealth LLC153,493$12,035 12/31/2023
     IVW153,493$12,035 12/31/2023
Peapack Gladstone Financial Corp159,166$11,953 12/31/2023
     IVW159,166$11,953 12/31/2023
Global Retirement Partners LLC141,041$11,909 03/31/2024
     IVW141,041$11,909 03/31/2024
Avitas Wealth Management LLC140,485$11,863 03/31/2024
     IVW140,485$11,863 03/31/2024
Willis Johnson & Associates Inc.140,484$11,862 03/31/2024
     IVW140,484$11,862 03/31/2024
Carl P. Sherr & Co. LLC157,703$11,844 12/31/2023
     IVW157,703$11,844 12/31/2023
Goelzer Investment Management Inc.157,424$11,823 12/31/2023
     IVW157,424$11,823 12/31/2023
Perkins Coie Trust Co138,021$11,654 03/31/2024
     IVW138,021$11,654 03/31/2024
Susquehanna International Group LLP $11,589 12/31/2023
     Call105,800$7,946 12/31/2023
     IVW53,721$4,034 12/31/2023
     Put5,200$391 12/31/2023
Citizens Financial Group Inc RI154,153$11,577 12/31/2023
     IVW154,153$11,577 12/31/2023
Asset Management One Co. Ltd.152,100$11,462 12/31/2023
     IVW152,100$11,462 12/31/2023
Robertson Stephens Wealth Management LLC152,507$11,453 12/31/2023
     IVW152,507$11,453 12/31/2023
Florin Court Capital LLP152,400$11,445 12/31/2023
     IVW152,400$11,445 12/31/2023
First Horizon Advisors Inc.134,358$11,345 03/31/2024
     IVW134,358$11,345 03/31/2024
Camarda Financial Advisors LLC149,195$11,205 12/31/2023
     IVW149,195$11,205 12/31/2023
UMA Financial Services Inc.135,352$11,152 03/31/2024
     IVW135,352$11,152 03/31/2024
Ameritas Advisory Services LLC143,000$11,126 12/31/2023
     IVW143,000$11,126 12/31/2023
Guardian Wealth Advisors LLC147,935$11,110 12/31/2023
     IVW147,935$11,110 12/31/2023
Focus Financial Network Inc. ADV147,662$11,089 12/31/2023
     IVW147,662$11,089 12/31/2023
Traynor Capital Management Inc.131,007$11,062 03/31/2024
     IVW131,007$11,062 03/31/2024
Focus Financial Network Inc.136,270$11,054 03/31/2024
     IVW136,270$11,054 03/31/2024
Blue Zone Wealth Advisors LLC130,554$11,024 03/31/2024
     IVW130,554$11,024 03/31/2024
Natixis Advisors L.P.128,679$10,866 03/31/2024
     IVW128,679$10,866 03/31/2024
Capital Analysts LLC142,453$10,698 12/31/2023
     IVW142,453$10,698 12/31/2023
JNB Advisors LLC142,221$10,681 12/31/2023
     IVW142,221$10,681 12/31/2023
BNP Paribas Arbitrage SA140,295$10,536 12/31/2023
     IVW140,295$10,536 12/31/2023
Hsbc Holdings PLC140,100$10,522 12/31/2023
     IVW140,100$10,522 12/31/2023
Sontag Advisory LLC139,283$10,460 12/31/2023
     IVW139,283$10,460 12/31/2023
Horizon Family Wealth Inc.135,027$10,141 12/31/2023
     IVW135,027$10,141 12/31/2023
Blair William & Co. IL134,270$10,084 12/31/2023
     IVW134,270$10,084 12/31/2023
Ehrlich Financial Group119,095$10,056 03/31/2024
     IVW119,095$10,056 03/31/2024
JFS Wealth Advisors LLC133,864$10,053 12/31/2023
     IVW133,864$10,053 12/31/2023
Johnson Investment Counsel Inc.132,962$9,985 12/31/2023
     IVW132,962$9,985 12/31/2023
Centerpoint Advisors LLC132,872$9,979 12/31/2023
     IVW132,872$9,979 12/31/2023
ONE Advisory Partners LLC117,193$9,896 03/31/2024
     IVW117,193$9,896 03/31/2024
W Advisors LLC116,603$9,846 03/31/2024
     IVW116,603$9,846 03/31/2024
Prudential Financial Inc.129,746$9,744 12/31/2023
     IVW129,746$9,744 12/31/2023
EPG Wealth Management LLC120,383$9,692 12/31/2023
     IVW120,383$9,692 12/31/2023
Citadel Advisors LLC $9,616 12/31/2023
     IVW115,451$8,670 12/31/2023
     Call25,700$1,930 12/31/2023
     Put13,100$984 12/31/2023
Barrett & Company Inc.113,389$9,575 03/31/2024
     IVW113,389$9,575 03/31/2024
Nicolet Bankshares Inc.126,703$9,515 12/31/2023
     IVW126,703$9,515 12/31/2023
Farmers & Merchants Investments Inc.111,685$9,431 03/31/2024
     IVW111,685$9,431 03/31/2024
Resolute Wealth Strategies LLC125,416$9,419 12/31/2023
     IVW125,416$9,419 12/31/2023
Ashton Thomas Private Wealth LLC111,278$9,396 03/31/2024
     IVW111,278$9,396 03/31/2024
Fifth Third Securities Inc.109,721$9,265 03/31/2024
     IVW109,721$9,265 03/31/2024
Argent Trust Co121,416$9,118 12/31/2023
     IVW121,416$9,118 12/31/2023
YHB Investment Advisors Inc.107,410$9,070 03/31/2024
     IVW107,410$9,070 03/31/2024
National Asset Management Inc.119,644$8,985 12/31/2023
     IVW119,644$8,985 12/31/2023
Financial Advisors Network Inc.118,897$8,929 12/31/2023
     IVW118,897$8,929 12/31/2023
First Heartland Consultants Inc.118,843$8,925 12/31/2023
     IVW118,843$8,925 12/31/2023
RKL Wealth Management LLC118,792$8,921 12/31/2023
     IVW118,792$8,921 12/31/2023
Twin Focus Capital Partners LLC117,930$8,857 12/31/2023
     IVW117,930$8,857 12/31/2023
BKM Wealth Management LLC104,775$8,847 03/31/2024
     IVW104,775$8,847 03/31/2024
Legacy Financial Group LLC104,334$8,810 03/31/2024
     IVW104,334$8,810 03/31/2024
Wetherby Asset Management Inc.116,855$8,776 12/31/2023
     IVW116,855$8,776 12/31/2023
First Financial Bank Trust Division103,843$8,769 03/31/2024
     IVW103,843$8,769 03/31/2024
Icon Wealth Advisors LLC116,756$8,768 12/31/2023
     IVW116,756$8,768 12/31/2023
Savant Capital LLC115,678$8,687 12/31/2023
     IVW115,678$8,687 12/31/2023
Ieq Capital LLC115,562$8,679 12/31/2023
     IVW115,562$8,679 12/31/2023
Mutual Advisors LLC115,514$8,675 12/31/2023
     IVW115,514$8,675 12/31/2023
Level Four Advisory Services LLC115,473$8,672 12/31/2023
     IVW115,473$8,672 12/31/2023
Pacific Financial Group Inc.114,963$8,634 12/31/2023
     IVW114,963$8,634 12/31/2023
EP Wealth Advisors LLC114,569$8,604 12/31/2023
     IVW114,569$8,604 12/31/2023
Peoples Bank OH114,268$8,582 12/31/2023
     IVW114,268$8,582 12/31/2023
Brown Advisory Inc.100,532$8,489 03/31/2024
     IVW100,532$8,489 03/31/2024
Stratos Wealth Advisors LLC100,438$8,481 03/31/2024
     IVW100,438$8,481 03/31/2024
Cypress Wealth Services LLC99,733$8,421 03/31/2024
     IVW99,733$8,421 03/31/2024
Merit Financial Group LLC111,572$8,379 12/31/2023
     IVW111,572$8,379 12/31/2023
Asset Allocation Strategies LLC111,361$8,363 12/31/2023
     IVW111,361$8,363 12/31/2023
Simon Quick Advisors LLC97,782$8,257 03/31/2024
     IVW97,782$8,257 03/31/2024
SJA Financial Advisory LLC107,656$8,085 12/31/2023
     IVW107,656$8,085 12/31/2023
Change Path LLC107,267$8,056 12/31/2023
     IVW107,267$8,056 12/31/2023
Signature Wealth Management Partners LLC95,372$8,053 03/31/2024
     IVW95,372$8,053 03/31/2024
Wealth Alliance107,173$8,049 12/31/2023
     IVW107,173$8,049 12/31/2023
Howard Capital Management Inc.106,680$8,012 12/31/2023
     IVW106,680$8,012 12/31/2023
Great Valley Advisor Group Inc.106,092$7,968 12/31/2023
     IVW106,092$7,968 12/31/2023
Kraft Davis & Associates LLC101,349$7,952 12/31/2023
     IVW101,349$7,952 12/31/2023
Financial Perspectives Inc94,043$7,941 03/31/2024
     IVW94,043$7,941 03/31/2024
Cutler Group LP $7,897 03/31/2024
     IVW93,001$7,853 03/31/2024
     Call3,100$45 03/31/2024
     Put5,900$1 03/31/2024
KFG Wealth Management LLC92,679$7,826 03/31/2024
     IVW92,679$7,826 03/31/2024
Wellspring Financial Advisors LLC101,398$7,615 12/31/2023
     IVW101,398$7,615 12/31/2023
Rollins Financial100,494$7,547 12/31/2023
     IVW100,494$7,547 12/31/2023
Rollins Financial Advisors LLC100,494$7,547 12/31/2023
     IVW100,494$7,547 12/31/2023
Summit Investment Advisory Services LLC88,575$7,479 03/31/2024
     IVW88,575$7,479 03/31/2024
TIAA Trust National Association99,560$7,477 12/31/2023
     IVW99,560$7,477 12/31/2023
Stokes Family Office LLC97,196$7,299 12/31/2023
     IVW97,196$7,299 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors96,998$7,285 12/31/2023
     IVW96,998$7,285 12/31/2023
Tilson Financial Group Inc.84,316$7,120 03/31/2024
     IVW84,316$7,120 03/31/2024
Midwest Financial Group LLC83,440$7,046 03/31/2024
     IVW83,440$7,046 03/31/2024
D.A. Davidson & CO.93,758$7,041 12/31/2023
     IVW93,758$7,041 12/31/2023
Geneos Wealth Management Inc.92,989$6,983 12/31/2023
     IVW92,989$6,983 12/31/2023
Polianta Ltd81,500$6,881 03/31/2024
     IVW81,500$6,881 03/31/2024
Sawtooth Solutions LLC91,395$6,864 12/31/2023
     IVW91,395$6,864 12/31/2023
Bleakley Financial Group LLC91,395$6,864 12/31/2023
     IVW91,395$6,864 12/31/2023
Exencial Wealth Advisors LLC91,159$6,846 12/31/2023
     IVW91,159$6,846 12/31/2023
Coldstream Capital Management Inc.90,833$6,822 12/31/2023
     IVW90,833$6,822 12/31/2023
Alliancebernstein L.P.89,323$6,708 12/31/2023
     IVW89,323$6,708 12/31/2023
High Falls Advisors Inc89,109$6,692 12/31/2023
     IVW89,109$6,692 12/31/2023
CIBC Private Wealth Group LLC88,571$6,652 12/31/2023
     IVW88,571$6,652 12/31/2023
Apollon Wealth Management LLC87,432$6,566 12/31/2023
     IVW87,432$6,566 12/31/2023
Charter Oak Capital Management LLC77,475$6,542 03/31/2024
     IVW77,475$6,542 03/31/2024
Ethos Financial Group LLC86,822$6,520 12/31/2023
     IVW86,822$6,520 12/31/2023
Hancock Whitney Corp86,523$6,498 12/31/2023
     IVW86,523$6,498 12/31/2023
LWS Wealth Advisors Inc.86,278$6,479 12/31/2023
     IVW86,278$6,479 12/31/2023
Financial Management Network Inc.77,811$6,465 03/31/2024
     IVW77,811$6,465 03/31/2024
Element Pointe Advisors LLC85,692$6,435 12/31/2023
     IVW85,692$6,435 12/31/2023
Bay Harbor Wealth Management LLC76,045$6,421 03/31/2024
     IVW76,045$6,421 03/31/2024
Associated Banc Corp84,921$6,378 12/31/2023
     IVW84,921$6,378 12/31/2023
Sonata Capital Group Inc.84,282$6,330 12/31/2023
     IVW84,282$6,330 12/31/2023
Kestra Private Wealth Services LLC83,392$6,263 12/31/2023
     IVW83,392$6,263 12/31/2023
Spectrum Wealth Counsel LLC82,762$6,215 12/31/2023
     IVW82,762$6,215 12/31/2023
Strategic Equity Management72,904$6,156 03/31/2024
     IVW72,904$6,156 03/31/2024
Frontier Asset Management LLC81,363$6,110 12/31/2023
     IVW81,363$6,110 12/31/2023
Franklin Resources Inc.80,508$6,046 12/31/2023
     IVW80,508$6,046 12/31/2023
Conning Inc.71,106$6,004 03/31/2024
     IVW71,106$6,004 03/31/2024
Cahaba Wealth Management Inc.69,483$5,867 03/31/2024
     IVW69,483$5,867 03/31/2024
Buckingham Strategic Wealth LLC77,684$5,834 12/31/2023
     IVW77,684$5,834 12/31/2023
Ellis Investment Partners LLC68,956$5,823 03/31/2024
     IVW68,956$5,823 03/31/2024
Private Wealth Advisors LLC77,055$5,787 12/31/2023
     IVW77,055$5,787 12/31/2023
Orion Portfolio Solutions LLC77,433$5,769 12/31/2023
     IVW77,433$5,769 12/31/2023
Liberty Wealth Management LLC75,652$5,710 12/31/2023
     IVW75,652$5,710 12/31/2023
Vestor Capital LLC75,973$5,706 12/31/2023
     IVW75,973$5,706 12/31/2023
Retirement Planning Group67,543$5,703 03/31/2024
     IVW67,543$5,703 03/31/2024
Family Asset Management LLC75,810$5,693 12/31/2023
     IVW75,810$5,693 12/31/2023
Royal Fund Management LLC67,311$5,684 03/31/2024
     IVW67,311$5,684 03/31/2024
Arvest Investments Inc.67,100$5,666 03/31/2024
     IVW67,100$5,666 03/31/2024
Pinnacle Financial Partners Inc.74,996$5,632 12/31/2023
     IVW74,996$5,632 12/31/2023
Sapient Capital LLC66,297$5,598 03/31/2024
     IVW66,297$5,598 03/31/2024
Compton Wealth Advisory Group LLC66,087$5,580 03/31/2024
     IVW66,087$5,580 03/31/2024
Wallington Asset Management LLC $5,507 03/31/2024
     ETF7,617$4,689 03/31/2024
     IVW9,683$818 03/31/2024
Millennium Management LLC73,251$5,501 12/31/2023
     IVW73,251$5,501 12/31/2023
AlTi Global Inc.73,170$5,495 12/31/2023
     IVW73,170$5,495 12/31/2023
West Wealth Group LLC73,019$5,484 12/31/2023
     IVW73,019$5,484 12/31/2023
Quotient Wealth Partners LLC72,299$5,430 12/31/2023
     IVW72,299$5,430 12/31/2023
Acas LLC71,867$5,397 12/31/2023
     IVW71,867$5,397 12/31/2023
Dohj LLC63,751$5,383 03/31/2024
     IVW63,751$5,383 03/31/2024
Cranbrook Wealth Management LLC63,542$5,365 03/31/2024
     IVW63,542$5,365 03/31/2024
Townsquare Capital LLC71,270$5,352 12/31/2023
     IVW71,270$5,352 12/31/2023
Edmonds Duncan Registered Investment Advisors LLC63,152$5,333 03/31/2024
     IVW63,152$5,333 03/31/2024
Gries Financial LLC70,181$5,271 12/31/2023
     IVW70,181$5,271 12/31/2023
Peterson Wealth Advisors LLC62,032$5,238 03/31/2024
     IVW62,032$5,238 03/31/2024
Raymond James Trust N.A.61,628$5,204 03/31/2024
     IVW61,628$5,204 03/31/2024
FineMark National Bank & Trust69,046$5,185 12/31/2023
     IVW69,046$5,185 12/31/2023
Patriot Investment Management Inc.61,310$5,177 03/31/2024
     IVW61,310$5,177 03/31/2024
Heritage Trust Co68,484$5,143 12/31/2023
     IVW68,484$5,143 12/31/2023
Arrow Investment Advisors LLC68,350$5,133 12/31/2023
     IVW68,350$5,133 12/31/2023
Ronald Blue Trust Inc.74,940$5,127 12/31/2023
     IVW74,940$5,127 12/31/2023
Wsfs Capital Management LLC67,929$5,101 12/31/2023
     IVW67,929$5,101 12/31/2023
WealthShield Partners LLC66,906$5,025 12/31/2023
     IVW66,906$5,025 12/31/2023
Laurel Wealth Planning LLC59,404$5,016 03/31/2024
     IVW59,404$5,016 03/31/2024
Capital Investment Advisory Services LLC59,256$5,004 03/31/2024
     IVW59,256$5,004 03/31/2024
Trustmark National Bank Trust Department66,629$5,004 12/31/2023
     IVW66,629$5,004 12/31/2023
Ascent Wealth Partners LLC66,522$4,996 12/31/2023
     IVW66,522$4,996 12/31/2023
Eagle Strategies LLC59,116$4,992 03/31/2024
     IVW59,116$4,992 03/31/2024
Harbour Investments Inc.66,464$4,991 12/31/2023
     IVW66,464$4,991 12/31/2023
Gryphon Financial Partners LLC66,178$4,970 12/31/2023
     IVW66,178$4,970 12/31/2023
Park Place Capital Corp58,785$4,964 03/31/2024
     IVW58,785$4,964 03/31/2024
Total Wealth Planning LLC58,510$4,941 03/31/2024
     IVW58,510$4,941 03/31/2024
Lowe Brockenbrough & Co. Inc.65,680$4,933 12/31/2023
     IVW65,680$4,933 12/31/2023
Tobias Financial Advisors Inc.64,682$4,858 12/31/2023
     IVW64,682$4,858 12/31/2023
Tactive Advisors LLC64,637$4,854 12/31/2023
     IVW64,637$4,854 12/31/2023
Dumont & Blake Investment Advisors LLC56,766$4,793 03/31/2024
     IVW56,766$4,793 03/31/2024
R. W. Roge & Company Inc.63,747$4,787 12/31/2023
     IVW63,747$4,787 12/31/2023
Nottingham Advisors Inc.63,520$4,770 12/31/2023
     IVW63,520$4,770 12/31/2023
Narwhal Capital Management56,000$4,729 03/31/2024
     IVW56,000$4,729 03/31/2024
Buck Wealth Strategies LLC62,582$4,700 12/31/2023
     IVW62,582$4,700 12/31/2023
United Bank61,917$4,650 12/31/2023
     IVW61,917$4,650 12/31/2023
Glenmede Trust Co. NA61,903$4,649 12/31/2023
     IVW61,903$4,649 12/31/2023
Investment Partners LTD.54,749$4,623 03/31/2024
     IVW54,749$4,623 03/31/2024
RMB Capital Management LLC60,491$4,543 12/31/2023
     IVW60,491$4,543 12/31/2023
Heritage Wealth Advisors60,246$4,525 12/31/2023
     IVW60,246$4,525 12/31/2023
Keebeck Wealth Management LLC59,883$4,497 12/31/2023
     IVW59,883$4,497 12/31/2023
Signature Estate & Investment Advisors LLC59,724$4,485 12/31/2023
     IVW59,724$4,485 12/31/2023
Snowden Capital Advisors LLC59,493$4,468 12/31/2023
     IVW59,493$4,468 12/31/2023
SILVER OAK SECURITIES Inc59,065$4,436 12/31/2023
     IVW59,065$4,436 12/31/2023
StoneX Group Inc.58,901$4,422 12/31/2023
     IVW58,901$4,422 12/31/2023
Nations Financial Group Inc. IA ADV52,316$4,418 03/31/2024
     IVW52,316$4,418 03/31/2024
Thomasville National Bank52,152$4,404 03/31/2024
     IVW52,152$4,404 03/31/2024
Graves Light Private Wealth Management Inc.58,418$4,387 12/31/2023
     IVW58,418$4,387 12/31/2023
Delta Investment Management LLC58,382$4,384 12/31/2023
     IVW58,382$4,384 12/31/2023
Stordahl Capital Management Inc.51,814$4,375 03/31/2024
     IVW51,814$4,375 03/31/2024
Gallacher Capital Management LLC58,171$4,369 12/31/2023
     IVW58,171$4,369 12/31/2023
OLD National Bancorp IN51,621$4,359 03/31/2024
     IVW51,621$4,359 03/31/2024
Estate Counselors LLC57,760$4,338 12/31/2023
     IVW57,760$4,338 12/31/2023
Stone House Investment Management LLC57,115$4,289 12/31/2023
     IVW57,115$4,289 12/31/2023
BTC Capital Management Inc.50,658$4,278 03/31/2024
     IVW50,658$4,278 03/31/2024
Investment Advisory Group LLC56,744$4,262 12/31/2023
     IVW56,744$4,262 12/31/2023
EWG Elevate Inc.49,986$4,221 03/31/2024
     IVW49,986$4,221 03/31/2024
Pinnacle Family Advisors LLC56,158$4,217 12/31/2023
     IVW56,158$4,217 12/31/2023
Commonwealth Financial Services LLC55,777$4,189 12/31/2023
     IVW55,777$4,189 12/31/2023
Madrona Financial Services LLC49,476$4,178 03/31/2024
     IVW49,476$4,178 03/31/2024
Keystone Financial Services55,329$4,155 12/31/2023
     IVW55,329$4,155 12/31/2023
Mayflower Financial Advisors LLC55,308$4,154 12/31/2023
     IVW55,308$4,154 12/31/2023
RTD Financial Advisors Inc.49,083$4,145 03/31/2024
     IVW49,083$4,145 03/31/2024
Evercore Wealth Management LLC54,629$4,103 12/31/2023
     IVW54,629$4,103 12/31/2023
Jackson Hole Capital Partners LLC54,491$4,092 12/31/2023
     IVW54,491$4,092 12/31/2023
Northeast Financial Consultants Inc54,139$4,066 12/31/2023
     IVW54,139$4,066 12/31/2023
Wescott Financial Advisory Group LLC54,142$4,066 12/31/2023
     IVW54,142$4,066 12/31/2023
Winthrop Advisory Group LLC47,936$4,048 03/31/2024
     IVW47,936$4,048 03/31/2024
XML Financial LLC53,754$4,037 12/31/2023
     IVW53,754$4,037 12/31/2023
NTV Asset Management LLC53,615$4,026 12/31/2023
     IVW53,615$4,026 12/31/2023
Hallmark Capital Management Inc.53,339$4,006 12/31/2023
     IVW53,339$4,006 12/31/2023
Mill Creek Capital Advisors LLC53,250$3,999 12/31/2023
     IVW53,250$3,999 12/31/2023
Cosner Financial Group LLC52,924$3,975 12/31/2023
     IVW52,924$3,975 12/31/2023
Power Wealth Management LLC52,887$3,972 12/31/2023
     IVW52,887$3,972 12/31/2023
Watershed Private Wealth LLC52,774$3,963 12/31/2023
     IVW52,774$3,963 12/31/2023
TSA Wealth Managment LLC52,736$3,960 12/31/2023
     IVW52,736$3,960 12/31/2023
WealthPLAN Partners LLC52,713$3,959 12/31/2023
     IVW52,713$3,959 12/31/2023
Signature Securities Group Corporation46,704$3,944 03/31/2024
     IVW46,704$3,944 03/31/2024
Commerce Bank52,450$3,939 12/31/2023
     IVW52,450$3,939 12/31/2023
Family Firm Inc.51,493$3,867 12/31/2023
     IVW51,493$3,867 12/31/2023
Greenup Street Wealth Management LLC51,215$3,846 12/31/2023
     IVW51,215$3,846 12/31/2023
Belpointe Asset Management LLC50,745$3,811 12/31/2023
     IVW50,745$3,811 12/31/2023
Atlas Private Wealth Management45,084$3,807 03/31/2024
     IVW45,084$3,807 03/31/2024
Lansing Street Advisors50,148$3,766 12/31/2023
     IVW50,148$3,766 12/31/2023
Synovus Financial Corp50,102$3,763 12/31/2023
     IVW50,102$3,763 12/31/2023
Mount Yale Investment Advisors LLC49,505$3,718 12/31/2023
     IVW49,505$3,718 12/31/2023
Proequities Inc.49,477$3,716 12/31/2023
     IVW49,477$3,716 12/31/2023
Asset Management Group Inc.49,242$3,698 12/31/2023
     IVW49,242$3,698 12/31/2023
Farther Finance Advisors LLC49,247$3,698 12/31/2023
     IVW49,247$3,698 12/31/2023
Wealthspan Partners LLC48,957$3,677 12/31/2023
     IVW48,957$3,677 12/31/2023
Dorsey & Whitney Trust CO LLC48,908$3,673 12/31/2023
     IVW48,908$3,673 12/31/2023
Atlas Brown Inc.43,326$3,658 03/31/2024
     IVW43,326$3,658 03/31/2024
Renasant Bank48,654$3,654 12/31/2023
     IVW48,654$3,654 12/31/2023
Stephens Inc. AR48,360$3,632 12/31/2023
     IVW48,360$3,632 12/31/2023
United Bank48,156$3,617 12/31/2023
     IVW48,156$3,617 12/31/2023
Vontobel Holding Ltd.48,095$3,612 12/31/2023
     IVW48,095$3,612 12/31/2023
Regal Investment Advisors LLC47,733$3,585 12/31/2023
     IVW47,733$3,585 12/31/2023
Apeiron RIA LLC41,892$3,537 03/31/2024
     IVW41,892$3,537 03/31/2024
Brighton Jones LLC47,097$3,537 12/31/2023
     IVW47,097$3,537 12/31/2023
Hilltop Wealth Advisors LLC41,560$3,509 03/31/2024
     IVW41,560$3,509 03/31/2024
Gray Private Wealth LLC40,983$3,461 03/31/2024
     IVW40,983$3,461 03/31/2024
Oxford Financial Group Ltd.45,907$3,448 12/31/2023
     IVW45,907$3,448 12/31/2023
Next Capital Management LLC45,650$3,428 12/31/2023
     IVW45,650$3,428 12/31/2023
Carret Asset Management LLC40,061$3,383 03/31/2024
     IVW40,061$3,383 03/31/2024
Harbor Investment Advisory LLC39,976$3,376 03/31/2024
     IVW39,976$3,376 03/31/2024
Nwam LLC44,774$3,362 12/31/2023
     IVW44,774$3,362 12/31/2023
Private Advisory Group LLC44,322$3,329 12/31/2023
     IVW44,322$3,329 12/31/2023
Morris Financial Concepts Inc.39,101$3,302 03/31/2024
     IVW39,101$3,302 03/31/2024
Soltis Investment Advisors LLC43,408$3,260 12/31/2023
     IVW43,408$3,260 12/31/2023
Bouvel Investment Partners LLC38,501$3,251 03/31/2024
     IVW38,501$3,251 03/31/2024
ETF Portfolio Partners Inc.43,213$3,245 12/31/2023
     IVW43,213$3,245 12/31/2023
Scarborough Advisors LLC42,842$3,217 12/31/2023
     IVW42,842$3,217 12/31/2023
AdvisorNet Financial Inc37,975$3,207 03/31/2024
     IVW37,975$3,207 03/31/2024
Hoxton Planning & Management LLC37,896$3,200 03/31/2024
     IVW37,896$3,200 03/31/2024
AMG National Trust Bank42,584$3,198 12/31/2023
     IVW42,584$3,198 12/31/2023
Objective Capital Management LLC42,533$3,194 12/31/2023
     IVW42,533$3,194 12/31/2023
Whittier Trust Co.42,368$3,182 12/31/2023
     IVW42,368$3,182 12/31/2023
Colorado Capital Management Inc.37,390$3,157 03/31/2024
     IVW37,390$3,157 03/31/2024
Mosley Wealth Management37,322$3,151 03/31/2024
     IVW37,322$3,151 03/31/2024
Householder Group Estate & Retirement Specialist LLC41,450$3,112 12/31/2023
     IVW41,450$3,112 12/31/2023
WBH Advisory Inc.36,729$3,101 03/31/2024
     IVW36,729$3,101 03/31/2024
Smithfield Trust Co.40,845$3,071 12/31/2023
     IVW40,845$3,071 12/31/2023
Lindbrook Capital LLC36,263$3,062 03/31/2024
     IVW36,263$3,062 03/31/2024
Dorsey Wright & Associates40,426$3,036 12/31/2023
     IVW40,426$3,036 12/31/2023
TRUE Private Wealth Advisors35,809$3,024 03/31/2024
     IVW35,809$3,024 03/31/2024
Truepoint Inc.40,019$3,005 12/31/2023
     IVW40,019$3,005 12/31/2023
Financial Counselors Inc.39,927$2,999 12/31/2023
     IVW39,927$2,999 12/31/2023
GenWealth Group Inc.35,452$2,994 03/31/2024
     IVW35,452$2,994 03/31/2024
RFG Advisory LLC35,313$2,982 03/31/2024
     IVW35,313$2,982 03/31/2024
Oppenheimer & Co. Inc.39,235$2,947 12/31/2023
     IVW39,235$2,947 12/31/2023
Hirtle Callaghan & Co LLC39,186$2,943 12/31/2023
     IVW39,186$2,943 12/31/2023
Carnegie Capital Asset Management LLC39,140$2,939 12/31/2023
     IVW39,140$2,939 12/31/2023
Cambridge Trust Co.39,010$2,930 12/31/2023
     IVW39,010$2,930 12/31/2023
Mission Wealth Management LP39,002$2,929 12/31/2023
     IVW39,002$2,929 12/31/2023
Signal Advisors Wealth LLC34,483$2,912 03/31/2024
     IVW34,483$2,912 03/31/2024
Kohmann Bosshard Financial Services LLC34,472$2,911 03/31/2024
     IVW34,472$2,911 03/31/2024
Bartlett & Co. LLC38,590$2,908 12/31/2023
     IVW38,590$2,908 12/31/2023
Bartlett & CO. Wealth Management LLC38,590$2,908 12/31/2023
     IVW38,590$2,908 12/31/2023
BCJ Capital Management LLC38,495$2,891 12/31/2023
     IVW38,495$2,891 12/31/2023
Benchmark Investment Advisors LLC38,495$2,891 12/31/2023
     IVW38,495$2,891 12/31/2023
Peregrine Asset Advisers Inc.38,306$2,877 12/31/2023
     IVW38,306$2,877 12/31/2023
Lantz Financial LLC33,818$2,856 03/31/2024
     IVW33,818$2,856 03/31/2024
Howard Wealth Management LLC37,779$2,837 12/31/2023
     IVW37,779$2,837 12/31/2023
Calamos Advisors LLC37,769$2,836 12/31/2023
     IVW37,769$2,836 12/31/2023
Beacon Capital Management LLC41,430$2,835 12/31/2023
     IVW41,430$2,835 12/31/2023
National Bank of Canada FI38,244$2,824 12/31/2023
     IVW38,244$2,824 12/31/2023
MBA Advisors LLC33,295$2,811 03/31/2024
     IVW33,295$2,811 03/31/2024
Gables Capital Management Inc.37,000$2,779 12/31/2023
     IVW37,000$2,779 12/31/2023
17 Capital Partners LLC32,722$2,763 03/31/2024
     IVW32,722$2,763 03/31/2024
Great Point Wealth Advisors LLC36,492$2,741 12/31/2023
     IVW36,492$2,741 12/31/2023
Diversified Portfolios Inc.36,408$2,734 12/31/2023
     IVW36,408$2,734 12/31/2023
SWP Financial LLC36,366$2,731 12/31/2023
     IVW36,366$2,731 12/31/2023
Rogco LP36,328$2,728 12/31/2023
     IVW36,328$2,728 12/31/2023
Sage Investment Advisers LLC32,283$2,726 03/31/2024
     IVW32,283$2,726 03/31/2024
Guidance Capital Inc.32,977$2,716 03/31/2024
     IVW32,977$2,716 03/31/2024
Pallas Capital Advisors LLC32,029$2,705 03/31/2024
     IVW32,029$2,705 03/31/2024
Sowell Financial Services LLC35,919$2,698 12/31/2023
     IVW35,919$2,698 12/31/2023
S&CO Inc.35,586$2,672 12/31/2023
     IVW35,586$2,672 12/31/2023
Bristlecone Advisors LLC31,593$2,668 03/31/2024
     IVW31,593$2,668 03/31/2024
Hudson Capital Management LLC31,601$2,668 03/31/2024
     IVW31,601$2,668 03/31/2024
Round Rock Advisors LLC31,460$2,657 03/31/2024
     IVW31,460$2,657 03/31/2024
Redwood Wealth Management Group LLC35,344$2,654 12/31/2023
     IVW35,344$2,654 12/31/2023
StoneCrest Wealth Management Inc.31,370$2,649 03/31/2024
     IVW31,370$2,649 03/31/2024
Haverford Trust Co.35,203$2,644 12/31/2023
     IVW35,203$2,644 12/31/2023
Kickstand Ventures LLC.35,133$2,638 12/31/2023
     IVW35,133$2,638 12/31/2023
Southern Capital Advisors LLC35,081$2,635 12/31/2023
     IVW35,081$2,635 12/31/2023
Custom Index Systems LLC34,891$2,620 12/31/2023
     IVW34,891$2,620 12/31/2023
Corrigan Financial Inc.30,801$2,601 03/31/2024
     IVW30,801$2,601 03/31/2024
Parallel Advisors LLC33,913$2,547 12/31/2023
     IVW33,913$2,547 12/31/2023
Firethorn Wealth Partners LLC30,036$2,536 03/31/2024
     IVW30,036$2,536 03/31/2024
St. Louis Trust Co33,500$2,516 12/31/2023
     IVW33,500$2,516 12/31/2023
One Wealth Management Investment & Advisory Services LLC33,337$2,504 12/31/2023
     IVW33,337$2,504 12/31/2023
Matthew Goff Investment Advisor LLC29,443$2,486 03/31/2024
     IVW29,443$2,486 03/31/2024
Matrix Private Capital Group LLC33,032$2,481 12/31/2023
     IVW33,032$2,481 12/31/2023
Valeo Financial Advisors LLC30,268$2,464 03/31/2024
     IVW30,268$2,464 03/31/2024
WESPAC Advisors LLC28,756$2,428 03/31/2024
     IVW28,756$2,428 03/31/2024
Strategies Wealth Advisors LLC28,751$2,428 03/31/2024
     IVW28,751$2,428 03/31/2024
Perigon Wealth Management LLC32,278$2,424 12/31/2023
     IVW32,278$2,424 12/31/2023
Dentgroup LLC28,292$2,389 03/31/2024
     IVW28,292$2,389 03/31/2024
Fonville Wealth Management LLC28,063$2,370 03/31/2024
     IVW28,063$2,370 03/31/2024
Evanson Asset Management LLC28,034$2,367 03/31/2024
     IVW28,034$2,367 03/31/2024
Strategic Blueprint LLC27,953$2,360 03/31/2024
     IVW27,953$2,360 03/31/2024
Baron Wealth Management LLC31,276$2,349 12/31/2023
     IVW31,276$2,349 12/31/2023
First National Bank Sioux Falls27,809$2,348 03/31/2024
     IVW27,809$2,348 03/31/2024
Swmg LLC31,201$2,343 12/31/2023
     IVW31,201$2,343 12/31/2023
Centaurus Financial Inc.31,045$2,331 12/31/2023
     IVW31,045$2,331 12/31/2023
Oxinas Partners Wealth Management LLC27,595$2,330 03/31/2024
     IVW27,595$2,330 03/31/2024
Procyon Private Wealth Partners LLC27,589$2,330 03/31/2024
     IVW27,589$2,330 03/31/2024
Corundum Group Inc.27,424$2,316 03/31/2024
     IVW27,424$2,316 03/31/2024
First Citizens Bank & Trust Co.27,355$2,310 03/31/2024
     IVW27,355$2,310 03/31/2024
Essex Financial Services Inc.27,177$2,295 03/31/2024
     IVW27,177$2,295 03/31/2024
Pathway Financial Advisors LLC27,160$2,293 03/31/2024
     IVW27,160$2,293 03/31/2024
Mattern Wealth Management LLC30,474$2,289 12/31/2023
     IVW30,474$2,289 12/31/2023
waypoint wealth counsel27,078$2,287 03/31/2024
     IVW27,078$2,287 03/31/2024
Forthright Family Wealth Advisory LLC30,300$2,276 12/31/2023
     IVW30,300$2,276 12/31/2023
Beacon Bridge Wealth Partners LLC30,040$2,256 12/31/2023
     IVW30,040$2,256 12/31/2023
Regal Wealth Group Inc.30,815$2,245 12/31/2023
     IVW30,815$2,245 12/31/2023
Institute for Wealth Management LLC.29,557$2,220 12/31/2023
     IVW29,557$2,220 12/31/2023
Northwest Bancshares Inc.26,242$2,216 03/31/2024
     IVW26,242$2,216 03/31/2024
Moneywise Inc.26,247$2,216 03/31/2024
     IVW26,247$2,216 03/31/2024
Montecito Bank & Trust26,109$2,205 03/31/2024
     IVW26,109$2,205 03/31/2024
Krilogy Financial LLC25,870$2,184 03/31/2024
     IVW25,870$2,184 03/31/2024
BancorpSouth Bank28,767$2,160 12/31/2023
     IVW28,767$2,160 12/31/2023
Tolleson Wealth Management Inc.28,651$2,152 12/31/2023
     IVW28,651$2,152 12/31/2023
Prosperity Planning Inc.25,290$2,135 03/31/2024
     IVW25,290$2,135 03/31/2024
Kapstone Financial Advisors LLC27,109$2,131 12/31/2023
     IVW27,109$2,131 12/31/2023
Bailard Inc.28,359$2,130 12/31/2023
     IVW28,359$2,130 12/31/2023
Cary Street Partners Investment Advisory LLC28,361$2,130 12/31/2023
     IVW28,361$2,130 12/31/2023
Schechter Investment Advisors LLC28,138$2,113 12/31/2023
     IVW28,138$2,113 12/31/2023
Breakwater Capital Group24,959$2,108 03/31/2024
     IVW24,959$2,108 03/31/2024
Turtle Creek Wealth Advisors LLC28,006$2,103 12/31/2023
     IVW28,006$2,103 12/31/2023
Certified Advisory Corp27,903$2,096 12/31/2023
     IVW27,903$2,096 12/31/2023
Rhumbline Advisers27,880$2,094 12/31/2023
     IVW27,880$2,094 12/31/2023
Advisors Capital Management LLC27,702$2,080 12/31/2023
     IVW27,702$2,080 12/31/2023
Prosperitas Financial LLC27,614$2,074 12/31/2023
     IVW27,614$2,074 12/31/2023
MMA Asset Management LLC25,117$2,063 12/31/2023
     IVW25,117$2,063 12/31/2023
Marietta Wealth Management LLC24,322$2,054 03/31/2024
     IVW24,322$2,054 03/31/2024
Rossmore Private Capital27,172$2,041 12/31/2023
     IVW27,172$2,041 12/31/2023
Assetmark Inc.27,118$2,037 12/31/2023
     IVW27,118$2,037 12/31/2023
Venturi Wealth Management LLC24,101$2,035 03/31/2024
     IVW24,101$2,035 03/31/2024
First Western Trust Bank27,016$2,029 12/31/2023
     IVW27,016$2,029 12/31/2023
Harvest Investment Services LLC26,773$2,011 12/31/2023
     IVW26,773$2,011 12/31/2023
Lincoln National Corp26,665$2,003 12/31/2023
     IVW26,665$2,003 12/31/2023
Klaas Financial Asset Advisors LLC23,707$2,002 03/31/2024
     IVW23,707$2,002 03/31/2024
Private Trust Co. NA23,506$1,985 03/31/2024
     IVW23,506$1,985 03/31/2024
United Services Automobile Association26,423$1,984 12/31/2023
     IVW26,423$1,984 12/31/2023
CCG Wealth Management LLC23,392$1,975 03/31/2024
     IVW23,392$1,975 03/31/2024
Intrust Bank NA26,290$1,974 12/31/2023
     IVW26,290$1,974 12/31/2023
Iams Wealth Management LLC23,977$1,970 03/31/2024
     IVW23,977$1,970 03/31/2024
Prospera Financial Services Inc26,201$1,968 12/31/2023
     IVW26,201$1,968 12/31/2023
Key Financial Inc26,018$1,954 12/31/2023
     IVW26,018$1,954 12/31/2023
Retirement Income Solutions Inc25,935$1,948 12/31/2023
     IVW25,935$1,948 12/31/2023
Capital Performance Advisors LLP23,033$1,945 03/31/2024
     IVW23,033$1,945 03/31/2024
Tradition Wealth Management LLC25,859$1,942 12/31/2023
     IVW25,859$1,942 12/31/2023
Blackston Financial Advisory Group LLC25,559$1,919 12/31/2023
     IVW25,559$1,919 12/31/2023
Evensky & Katz LLC22,715$1,918 03/31/2024
     IVW22,715$1,918 03/31/2024
First Trust Advisors LP25,401$1,908 12/31/2023
     IVW25,401$1,908 12/31/2023
Maia Wealth LLC25,365$1,905 12/31/2023
     IVW25,365$1,905 12/31/2023
Ballentine Partners LLC22,507$1,900 03/31/2024
     IVW22,507$1,900 03/31/2024
Boston Family Office LLC25,084$1,884 12/31/2023
     IVW25,084$1,884 12/31/2023
Lpwm LLC22,490$1,882 03/31/2024
     IVW22,490$1,882 03/31/2024
Bernardo Wealth Planning LLC25,058$1,882 12/31/2023
     IVW25,058$1,882 12/31/2023
Adroit Compliance LLC24,993$1,877 12/31/2023
     IVW24,993$1,877 12/31/2023
Choate Investment Advisors24,922$1,872 12/31/2023
     IVW24,922$1,872 12/31/2023
Squarepoint Ops LLC24,872$1,868 12/31/2023
     IVW24,872$1,868 12/31/2023
Lane & Associates LLC22,084$1,865 03/31/2024
     IVW22,084$1,865 03/31/2024
Glenview Trust Co24,275$1,823 12/31/2023
     IVW24,275$1,823 12/31/2023
IHT Wealth Management LLC24,211$1,818 12/31/2023
     IVW24,211$1,818 12/31/2023
Texas Capital Bank Wealth Management Services Inc.24,173$1,815 12/31/2023
     IVW24,173$1,815 12/31/2023
Stablepoint Partners LLC21,434$1,810 03/31/2024
     IVW21,434$1,810 03/31/2024
SigFig Wealth Management LLC23,853$1,791 12/31/2023
     IVW23,853$1,791 12/31/2023
Magnus Financial Group LLC23,716$1,781 12/31/2023
     IVW23,716$1,781 12/31/2023
Meridian Wealth Advisors LLC23,696$1,780 12/31/2023
     IVW23,696$1,780 12/31/2023
Sound Income Strategies LLC21,049$1,777 03/31/2024
     IVW21,049$1,777 03/31/2024
Manchester Capital Management LLC23,639$1,775 12/31/2023
     IVW23,639$1,775 12/31/2023
KMG Fiduciary Partners LLC20,913$1,766 03/31/2024
     IVW20,913$1,766 03/31/2024
JT Stratford LLC23,486$1,764 12/31/2023
     IVW23,486$1,764 12/31/2023
Twin Peaks Wealth Advisors LLC20,794$1,756 03/31/2024
     IVW20,794$1,756 03/31/2024
Whitcomb & Hess Inc.20,719$1,750 03/31/2024
     IVW20,719$1,750 03/31/2024
Simplex Trading LLC20,592$1,738 03/31/2024
     IVW20,592$1,738 03/31/2024
Wealthcare Advisory Partners LLC20,574$1,737 03/31/2024
     IVW20,574$1,737 03/31/2024
CoreCap Advisors LLC22,969$1,725 12/31/2023
     IVW22,969$1,725 12/31/2023
Alesco Advisors LLC22,722$1,706 12/31/2023
     IVW22,722$1,706 12/31/2023
Kaydan Wealth Management Inc.20,141$1,701 03/31/2024
     IVW20,141$1,701 03/31/2024
Alerus Financial NA22,464$1,687 12/31/2023
     IVW22,464$1,687 12/31/2023
Bowman & Co S.C.19,971$1,686 03/31/2024
     IVW19,971$1,686 03/31/2024
Brown Brothers Harriman & Co.22,409$1,683 12/31/2023
     IVW22,409$1,683 12/31/2023
WMS Partners LLC22,374$1,680 12/31/2023
     IVW22,374$1,680 12/31/2023
Summit Financial Group Inc.19,856$1,677 03/31/2024
     IVW19,856$1,677 03/31/2024
Philip James Wealth Mangement LLC22,271$1,673 12/31/2023
     IVW22,271$1,673 12/31/2023
Cornerstone Wealth Management LLC19,708$1,664 03/31/2024
     IVW19,708$1,664 03/31/2024
Cornell Pochily Investment Advisors Inc.19,564$1,652 03/31/2024
     IVW19,564$1,652 03/31/2024
Tsfg LLC19,518$1,648 03/31/2024
     IVW19,518$1,648 03/31/2024
My Legacy Advisors LLC21,787$1,648 12/31/2023
     IVW21,787$1,648 12/31/2023
Custos Family Office LLC21,829$1,639 12/31/2023
     IVW21,829$1,639 12/31/2023
Confluence Wealth Services Inc.19,272$1,627 03/31/2024
     IVW19,272$1,627 03/31/2024
Baystate Wealth Management LLC21,612$1,623 12/31/2023
     IVW21,612$1,623 12/31/2023
Forum Financial Management LP21,596$1,622 12/31/2023
     IVW21,596$1,622 12/31/2023
Bensler LLC21,577$1,620 12/31/2023
     IVW21,577$1,620 12/31/2023
Day & Ennis LLC21,470$1,612 12/31/2023
     IVW21,470$1,612 12/31/2023
HM Payson & Co.21,426$1,609 12/31/2023
     IVW21,426$1,609 12/31/2023
Highview Capital Management LLC DE 18,924$1,598 03/31/2024
     IVW18,924$1,598 03/31/2024
Pinnacle Financial Group LLC IL21,260$1,597 12/31/2023
     IVW21,260$1,597 12/31/2023
Etfidea LLC21,230$1,594 12/31/2023
     IVW21,230$1,594 12/31/2023
Kingsview Wealth Management LLC21,114$1,586 12/31/2023
     IVW21,114$1,586 12/31/2023
Grey Fox Wealth Advisors LLC $1,578 03/31/2024
     Mutual Fund2,138$1,316 03/31/2024
     IVW3,100$262 03/31/2024
First County Bank CT 20,630$1,549 12/31/2023
     IVW20,630$1,549 12/31/2023
Novare Capital Management LLC20,475$1,538 12/31/2023
     IVW20,475$1,538 12/31/2023
Marks Group Wealth Management Inc20,443$1,535 12/31/2023
     IVW20,443$1,535 12/31/2023
ProVise Management Group LLC20,408$1,533 12/31/2023
     IVW20,408$1,533 12/31/2023
RCS Financial Planning LLC18,133$1,531 03/31/2024
     IVW18,133$1,531 03/31/2024
True Vision MN LLC20,315$1,526 12/31/2023
     IVW20,315$1,526 12/31/2023
Sprinkle Financial Consultants LLC18,029$1,522 03/31/2024
     IVW18,029$1,522 03/31/2024
Essex Savings Bank18,011$1,521 03/31/2024
     IVW18,011$1,521 03/31/2024
HBK Sorce Advisory LLC20,254$1,521 12/31/2023
     IVW20,254$1,521 12/31/2023
McGlone Suttner Wealth Management Inc.17,991$1,519 03/31/2024
     IVW17,991$1,519 03/31/2024
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.20,200$1,517 12/31/2023
     IVW20,200$1,517 12/31/2023
Centurion Wealth Management LLC20,032$1,504 12/31/2023
     IVW20,032$1,504 12/31/2023
Carolinas Wealth Consulting LLC19,732$1,482 12/31/2023
     IVW19,732$1,482 12/31/2023
Market Street Wealth Management Advisors LLC17,416$1,471 03/31/2024
     IVW17,416$1,471 03/31/2024
Green Harvest Asset Management LLC19,551$1,468 12/31/2023
     IVW19,551$1,468 12/31/2023
McNaughton Wealth Management LLC17,302$1,461 03/31/2024
     IVW17,302$1,461 03/31/2024
Dynamic Advisor Solutions LLC17,236$1,455 03/31/2024
     IVW17,236$1,455 03/31/2024
AWM Capital LLC17,174$1,450 03/31/2024
     IVW17,174$1,450 03/31/2024
First Command Advisory Services Inc.19,162$1,439 12/31/2023
     IVW19,162$1,439 12/31/2023
Benjamin F. Edwards & Company Inc.19,080$1,433 12/31/2023
     IVW19,080$1,433 12/31/2023
American Investment Services Inc.18,975$1,425 12/31/2023
     IVW18,975$1,425 12/31/2023
Fiduciary Alliance LLC16,793$1,420 03/31/2024
     IVW16,793$1,420 03/31/2024
Next Level Private LLC16,629$1,404 03/31/2024
     IVW16,629$1,404 03/31/2024
Schneider Downs Wealth Management Advisors LP18,590$1,396 12/31/2023
     IVW18,590$1,396 12/31/2023
Maxwell Wealth Strategies Inc.18,562$1,394 12/31/2023
     IVW18,562$1,394 12/31/2023
Wiley BROS. Aintree Capital LLC16,468$1,391 03/31/2024
     IVW16,468$1,391 03/31/2024
Bradley Foster & Sargent Inc. CT18,462$1,386 12/31/2023
     IVW18,462$1,386 12/31/2023
Shared Vision Wealth Group LLC18,462$1,386 12/31/2023
     IVW18,462$1,386 12/31/2023
Morningstar Investment Services LLC18,336$1,382 12/31/2023
     IVW18,336$1,382 12/31/2023
Mather Group LLC.16,272$1,374 03/31/2024
     IVW16,272$1,374 03/31/2024
CENTRAL TRUST Co16,116$1,361 03/31/2024
     IVW16,116$1,361 03/31/2024
Inspirion Wealth Advisors LLC16,090$1,359 03/31/2024
     IVW16,090$1,359 03/31/2024
Quadrant Capital Group LLC18,064$1,357 12/31/2023
     IVW18,064$1,357 12/31/2023
Blankinship & Foster LLC17,939$1,347 12/31/2023
     IVW17,939$1,347 12/31/2023
GYL Financial Synergies LLC17,718$1,331 12/31/2023
     IVW17,718$1,331 12/31/2023
Alpha Cubed Investments LLC15,752$1,330 03/31/2024
     IVW15,752$1,330 03/31/2024
Marino Stram & Associates LLC15,738$1,329 03/31/2024
     IVW15,738$1,329 03/31/2024
First Personal Financial Services15,697$1,325 03/31/2024
     IVW15,697$1,325 03/31/2024
Roman Butler Fullerton & Co.16,872$1,323 12/31/2023
     IVW16,872$1,323 12/31/2023
Tyler Stone Wealth Management17,583$1,321 12/31/2023
     IVW17,583$1,321 12/31/2023
Kessler Investment Group LLC15,623$1,319 03/31/2024
     IVW15,623$1,319 03/31/2024
Patton Albertson Miller Group LLC15,594$1,317 03/31/2024
     IVW15,594$1,317 03/31/2024
Bridges Investment Management Inc.15,463$1,306 03/31/2024
     IVW15,463$1,306 03/31/2024
PACK Private Wealth LLC17,388$1,306 12/31/2023
     IVW17,388$1,306 12/31/2023
First National Bank & Trust Co. of Newtown17,281$1,298 12/31/2023
     IVW17,281$1,298 12/31/2023
Bromfield Sneider Wealth Advisors15,274$1,290 03/31/2024
     IVW15,274$1,290 03/31/2024
Warren Averett Asset Management LLC17,082$1,283 12/31/2023
     IVW17,082$1,283 12/31/2023
STA Wealth Management LLC17,066$1,282 12/31/2023
     IVW17,066$1,282 12/31/2023
Dfpg Investments LLC17,478$1,281 12/31/2023
     IVW17,478$1,281 12/31/2023
Signaturefd LLC17,016$1,278 12/31/2023
     IVW17,016$1,278 12/31/2023
Quantinno Capital Management LP16,993$1,276 12/31/2023
     IVW16,993$1,276 12/31/2023
Dominguez Wealth Management Solutions Inc.15,072$1,273 03/31/2024
     IVW15,072$1,273 03/31/2024
Navis Wealth Advisors LLC16,845$1,265 12/31/2023
     IVW16,845$1,265 12/31/2023
Money Concepts Capital Corp16,792$1,261 12/31/2023
     IVW16,792$1,261 12/31/2023
PFG Advisors16,787$1,261 12/31/2023
     IVW16,787$1,261 12/31/2023
Hanlon Investment Management Inc.16,777$1,260 12/31/2023
     IVW16,777$1,260 12/31/2023
Progressive Investment Management Corp14,901$1,258 03/31/2024
     IVW14,901$1,258 03/31/2024
GSB Wealth Management LLC16,741$1,257 12/31/2023
     IVW16,741$1,257 12/31/2023
Alta Wealth Advisors LLC16,708$1,255 12/31/2023
     IVW16,708$1,255 12/31/2023
Howard Capital Management Group LLC14,850$1,254 03/31/2024
     IVW14,850$1,254 03/31/2024
Insight Advisors LLC PA16,584$1,245 12/31/2023
     IVW16,584$1,245 12/31/2023
Hall Kathryn A.16,556$1,243 12/31/2023
     IVW16,556$1,243 12/31/2023
Arete Wealth Advisors LLC16,506$1,240 12/31/2023
     IVW16,506$1,240 12/31/2023
Quadrant Private Wealth Management LLC16,505$1,240 12/31/2023
     IVW16,505$1,240 12/31/2023
Crestwood Advisors Group LLC16,446$1,235 12/31/2023
     IVW16,446$1,235 12/31/2023
Keystone Wealth Services LLC14,588$1,232 03/31/2024
     IVW14,588$1,232 03/31/2024
Axxcess Wealth Management LLC16,354$1,228 12/31/2023
     IVW16,354$1,228 12/31/2023
Oppenheimer Asset Management Inc.16,266$1,222 12/31/2023
     IVW16,266$1,222 12/31/2023
Transcend Wealth Collective LLC16,196$1,216 12/31/2023
     IVW16,196$1,216 12/31/2023
Spectrum Planning & Advisory Services Inc.16,184$1,215 12/31/2023
     IVW16,184$1,215 12/31/2023
Bellwether Advisors LLC16,131$1,211 12/31/2023
     IVW16,131$1,211 12/31/2023
Veracity Capital LLC14,319$1,209 03/31/2024
     IVW14,319$1,209 03/31/2024
Henrickson Nauta Wealth Advisors Inc.14,420$1,207 03/31/2024
     IVW14,420$1,207 03/31/2024
Sutton Place Investors LLC14,273$1,205 03/31/2024
     IVW14,273$1,205 03/31/2024
White Pine Capital LLC16,008$1,202 12/31/2023
     IVW16,008$1,202 12/31/2023
Y Intercept Hong Kong Ltd15,999$1,202 12/31/2023
     IVW15,999$1,202 12/31/2023
Adviser Investments LLC15,990$1,201 12/31/2023
     IVW15,990$1,201 12/31/2023
Chapin Davis Inc.14,159$1,196 03/31/2024
     IVW14,159$1,196 03/31/2024
Connectus Wealth LLC15,880$1,193 12/31/2023
     IVW15,880$1,193 12/31/2023
FFG Retirement Advisors LLC15,679$1,177 12/31/2023
     IVW15,679$1,177 12/31/2023
Ascent Group LLC14,378$1,174 12/31/2023
     IVW14,378$1,174 12/31/2023
Cadinha & Co. LLC15,622$1,173 12/31/2023
     IVW15,622$1,173 12/31/2023
Fermata Advisors LLC13,885$1,172 03/31/2024
     IVW13,885$1,172 03/31/2024
Mattern Capital Management LLC15,571$1,169 12/31/2023
     IVW15,571$1,169 12/31/2023
Sandbox Financial Partners LLC13,828$1,168 03/31/2024
     IVW13,828$1,168 03/31/2024
Putnam FL Investment Management Co.15,555$1,168 12/31/2023
     IVW15,555$1,168 12/31/2023
Legacy Advisors LLC15,552$1,168 12/31/2023
     IVW15,552$1,168 12/31/2023
REDW Wealth LLC15,538$1,167 12/31/2023
     IVW15,538$1,167 12/31/2023
GSA Capital Partners LLP15,500$1,164 12/31/2023
     IVW15,500$1,164 12/31/2023
Kennicott Capital Management LLC13,748$1,161 03/31/2024
     IVW13,748$1,161 03/31/2024
9258 Wealth Management LLC15,322$1,151 12/31/2023
     IVW15,322$1,151 12/31/2023
Verity Asset Management Inc.15,307$1,150 12/31/2023
     IVW15,307$1,150 12/31/2023
Atlantic Edge Private Wealth Management LLC15,280$1,148 12/31/2023
     IVW15,280$1,148 12/31/2023
Idaho Trust Bank15,240$1,145 12/31/2023
     IVW15,240$1,145 12/31/2023
SOL Capital Management CO13,469$1,137 03/31/2024
     IVW13,469$1,137 03/31/2024
Holistic Planning LLC15,067$1,132 12/31/2023
     IVW15,067$1,132 12/31/2023
International Assets Investment Management LLC13,360$1,130 03/31/2024
     IVW13,360$1,130 03/31/2024
Riversedge Advisors LLC15,046$1,130 12/31/2023
     IVW15,046$1,130 12/31/2023
Bessemer Group Inc.14,923$1,121 12/31/2023
     IVW14,923$1,121 12/31/2023
TMD Wealth Management LLC14,889$1,118 12/31/2023
     IVW14,889$1,118 12/31/2023
Integrated Investment Consultants LLC13,130$1,109 03/31/2024
     IVW13,130$1,109 03/31/2024
Venture Visionary Partners LLC14,549$1,093 12/31/2023
     IVW14,549$1,093 12/31/2023
Cornerstone Advisory LLC14,508$1,090 12/31/2023
     IVW14,508$1,090 12/31/2023
Claro Advisors LLC12,882$1,088 03/31/2024
     IVW12,882$1,088 03/31/2024
New England Private Wealth Advisors LLC14,389$1,081 12/31/2023
     IVW14,389$1,081 12/31/2023
LTG Capital LLC14,349$1,078 12/31/2023
     IVW14,349$1,078 12/31/2023
Able Wealth Management LLC14,359$1,078 12/31/2023
     IVW14,359$1,078 12/31/2023
Balboa Wealth Partners14,302$1,074 12/31/2023
     IVW14,302$1,074 12/31/2023
InterOcean Capital Group LLC14,284$1,073 12/31/2023
     IVW14,284$1,073 12/31/2023
Chicago Partners Investment Group LLC13,147$1,070 03/31/2024
     IVW13,147$1,070 03/31/2024
Sendero Wealth Management LLC12,608$1,065 03/31/2024
     IVW12,608$1,065 03/31/2024
Clear Investment Research LLC14,185$1,065 12/31/2023
     IVW14,185$1,065 12/31/2023
Sterling Investment Advisors LLC ADV12,572$1,062 03/31/2024
     IVW12,572$1,062 03/31/2024
BBR Partners LLC14,102$1,059 12/31/2023
     IVW14,102$1,059 12/31/2023
Atticus Wealth Management LLC12,517$1,057 03/31/2024
     IVW12,517$1,057 03/31/2024
Boston Financial Mangement LLC14,077$1,057 12/31/2023
     IVW14,077$1,057 12/31/2023
Concorde Asset Management LLC14,026$1,053 12/31/2023
     IVW14,026$1,053 12/31/2023
Deutsche Bank AG13,990$1,051 12/31/2023
     IVW13,990$1,051 12/31/2023
Syntegra Private Wealth Group LLC13,998$1,051 12/31/2023
     IVW13,998$1,051 12/31/2023
Berger Financial Group Inc12,396$1,047 03/31/2024
     IVW12,396$1,047 03/31/2024
SlateStone Wealth LLC12,351$1,043 03/31/2024
     IVW12,351$1,043 03/31/2024
Argent Advisors Inc.13,887$1,043 12/31/2023
     IVW13,887$1,043 12/31/2023
CVA Family Office LLC12,315$1,040 03/31/2024
     IVW12,315$1,040 03/31/2024
Sovereign Financial Group Inc.12,315$1,040 03/31/2024
     IVW12,315$1,040 03/31/2024
Processus Wealth & Capital Management LLC12,301$1,039 03/31/2024
     IVW12,301$1,039 03/31/2024
McDonough Capital Management Inc13,840$1,039 12/31/2023
     IVW13,840$1,039 12/31/2023
Joel Isaacson & Co. LLC13,826$1,038 12/31/2023
     IVW13,826$1,038 12/31/2023
Cornerstone Wealth Group LLC12,276$1,037 03/31/2024
     IVW12,276$1,037 03/31/2024
Empower Advisory Group LLC13,729$1,031 12/31/2023
     IVW13,729$1,031 12/31/2023
Bank of Hawaii13,697$1,029 12/31/2023
     IVW13,697$1,029 12/31/2023
Winthrop Capital Management LLC13,672$1,027 12/31/2023
     IVW13,672$1,027 12/31/2023
MKT Advisors LLC12,177$1,019 03/31/2024
     IVW12,177$1,019 03/31/2024
Delta Financial Group Inc.13,567$1,019 12/31/2023
     IVW13,567$1,019 12/31/2023
Bank of Stockton11,969$1,011 03/31/2024
     IVW11,969$1,011 03/31/2024
Summit Financial Strategies Inc.13,405$1,007 12/31/2023
     IVW13,405$1,007 12/31/2023
Gateway Wealth Partners LLC13,413$1,007 12/31/2023
     IVW13,413$1,007 12/31/2023
Creative Financial Designs Inc. ADV13,389$1,006 12/31/2023
     IVW13,389$1,006 12/31/2023
Fountainhead AM LLC13,363$1,004 12/31/2023
     IVW13,363$1,004 12/31/2023
Murphy Middleton Hinkle & Parker Inc.11,791$996 03/31/2024
     IVW11,791$996 03/31/2024
LifeSteps Financial Inc.11,767$994 03/31/2024
     IVW11,767$994 03/31/2024
Walden Wealth Partners LLC11,907$989 03/31/2024
     IVW11,907$989 03/31/2024
Vertex Planning Partners LLC13,158$988 12/31/2023
     IVW13,158$988 12/31/2023
First National Trust Co11,652$984 03/31/2024
     IVW11,652$984 03/31/2024
Tiemann Investment Advisors LLC13,088$983 12/31/2023
     IVW13,088$983 12/31/2023
Heritage Financial Services LLC13,066$981 12/31/2023
     IVW13,066$981 12/31/2023
Moody Lynn & Lieberson LLC11,592$979 03/31/2024
     IVW11,592$979 03/31/2024
1ST Source Bank12,989$975 12/31/2023
     IVW12,989$975 12/31/2023
Burkett Financial Services LLC11,533$974 03/31/2024
     IVW11,533$974 03/31/2024
Union Savings Bank12,959$973 12/31/2023
     IVW12,959$973 12/31/2023
Wesbanco Bank Inc.11,464$968 03/31/2024
     IVW11,464$968 03/31/2024
Trust Co. of Virginia VA11,459$968 03/31/2024
     IVW11,459$968 03/31/2024
Actinver Wealth Management Inc.12,758$958 12/31/2023
     IVW12,758$958 12/31/2023
StrategIQ Financial Group LLC12,738$957 12/31/2023
     IVW12,738$957 12/31/2023
First Commonwealth Financial Corp PA 12,464$936 12/31/2023
     IVW12,464$936 12/31/2023
Ritter Daniher Financial Advisory LLC DE12,437$934 12/31/2023
     IVW12,437$934 12/31/2023
Copperleaf Capital LLC12,429$933 12/31/2023
     IVW12,429$933 12/31/2023
DiMeo Schneider & Associates L.L.C.12,367$929 12/31/2023
     IVW12,367$929 12/31/2023
Vanguard Group Inc.12,307$924 12/31/2023
     IVW12,307$924 12/31/2023
Betterment LLC12,252$920 12/31/2023
     IVW12,252$920 12/31/2023
Verus Capital Partners LLC12,250$920 12/31/2023
     IVW12,250$920 12/31/2023
RHS Financial LLC10,876$918 03/31/2024
     IVW10,876$918 03/31/2024
JNBA Financial Advisors10,863$917 03/31/2024
     IVW10,863$917 03/31/2024
Lakeview Capital Partners LLC12,211$917 12/31/2023
     IVW12,211$917 12/31/2023
Planned Solutions Inc.10,799$912 03/31/2024
     IVW10,799$912 03/31/2024
Wealthstream Advisors Inc.12,130$911 12/31/2023
     IVW12,130$911 12/31/2023
Game Plan Financial Advisors LLC10,746$907 03/31/2024
     IVW10,746$907 03/31/2024
Tritonpoint Wealth LLC11,271$904 03/31/2024
     IVW11,271$904 03/31/2024
Wilbanks Smith & Thomas Asset Management LLC12,035$904 12/31/2023
     IVW12,035$904 12/31/2023
Wintrust Investments LLC11,984$900 12/31/2023
     IVW11,984$900 12/31/2023
Meritage Portfolio Management11,972$899 12/31/2023
     IVW11,972$899 12/31/2023
Parkside Financial Bank & Trust11,964$899 12/31/2023
     IVW11,964$899 12/31/2023
Canopy Partners LLC11,969$899 12/31/2023
     IVW11,969$899 12/31/2023
FFT Wealth Management LLC11,954$898 12/31/2023
     IVW11,954$898 12/31/2023
Aprio Wealth Management LLC10,582$894 03/31/2024
     IVW10,582$894 03/31/2024
Private Wealth Management Group LLC11,879$892 12/31/2023
     IVW11,879$892 12/31/2023
Ancora Advisors LLC11,834$889 12/31/2023
     IVW11,834$889 12/31/2023
Trust Co of the South10,498$886 03/31/2024
     IVW10,498$886 03/31/2024
CFM Wealth Partners LLC10,481$885 03/31/2024
     IVW10,481$885 03/31/2024
Stockman Wealth Management Inc.10,466$884 03/31/2024
     IVW10,466$884 03/31/2024
Focused Wealth Management Inc11,704$879 12/31/2023
     IVW11,704$879 12/31/2023
Clayton Financial Group LLC11,684$877 12/31/2023
     IVW11,684$877 12/31/2023
Texas Yale Capital Corp.11,600$871 12/31/2023
     IVW11,600$871 12/31/2023
Aspire Private Capital LLC10,302$870 03/31/2024
     IVW10,302$870 03/31/2024
Wedmont Private Capital10,325$870 03/31/2024
     IVW10,325$870 03/31/2024
MONECO Advisors LLC10,286$869 03/31/2024
     IVW10,286$869 03/31/2024
Arbor Investment Advisors LLC10,251$866 03/31/2024
     IVW10,251$866 03/31/2024
All Terrain Financial Advisors LLC11,508$864 12/31/2023
     IVW11,508$864 12/31/2023
Sound View Wealth Advisors Group LLC11,506$864 12/31/2023
     IVW11,506$864 12/31/2023
Flagship Private Wealth LLC11,428$858 12/31/2023
     IVW11,428$858 12/31/2023
FinTrust Capital Advisors LLC11,369$854 12/31/2023
     IVW11,369$854 12/31/2023
Catalytic Wealth RIA LLC11,340$852 12/31/2023
     IVW11,340$852 12/31/2023
Calton & Associates Inc.10,077$851 03/31/2024
     IVW10,077$851 03/31/2024
Sigma Investment Counselors Inc.10,070$850 03/31/2024
     IVW10,070$850 03/31/2024
Planning Center Inc.10,037$848 03/31/2024
     IVW10,037$848 03/31/2024
Security National Bank10,025$847 03/31/2024
     IVW10,025$847 03/31/2024
IFG Advisors LLC10,023$846 03/31/2024
     IVW10,023$846 03/31/2024
First Foundation Advisors11,268$846 12/31/2023
     IVW11,268$846 12/31/2023
Brasada Capital Management LP11,268$846 12/31/2023
     IVW11,268$846 12/31/2023
Perennial Investment Advisors LLC11,256$845 12/31/2023
     IVW11,256$845 12/31/2023
C2C Wealth Management LLC11,158$841 12/31/2023
     IVW11,158$841 12/31/2023
SeaCrest Wealth Management LLC9,952$840 03/31/2024
     IVW9,952$840 03/31/2024
Beacon Financial Advisory LLC11,167$839 12/31/2023
     IVW11,167$839 12/31/2023
SageView Advisory Group LLC10,509$829 12/31/2023
     IVW10,509$829 12/31/2023
Mitchell Mcleod Pugh & Williams Inc.10,957$823 12/31/2023
     IVW10,957$823 12/31/2023
Robinson Smith Wealth Advisors LLC9,736$822 03/31/2024
     IVW9,736$822 03/31/2024
Foguth Wealth Management LLC.9,731$822 03/31/2024
     IVW9,731$822 03/31/2024
KWB Wealth9,709$820 03/31/2024
     IVW9,709$820 03/31/2024
MCF Advisors LLC9,705$819 03/31/2024
     IVW9,705$819 03/31/2024
Tarbox Family Office Inc.9,689$818 03/31/2024
     IVW9,689$818 03/31/2024
Consilio Wealth Advisors LLC9,673$817 03/31/2024
     IVW9,673$817 03/31/2024
Buckingham Strategic Partners10,863$816 12/31/2023
     IVW10,863$816 12/31/2023
Taylor Financial Group Inc.10,856$815 12/31/2023
     IVW10,856$815 12/31/2023
Fortis Capital Advisors LLC10,832$813 12/31/2023
     IVW10,832$813 12/31/2023
Gemmer Asset Management LLC9,576$809 03/31/2024
     IVW9,576$809 03/31/2024
TL Private Wealth9,601$809 03/31/2024
     IVW9,601$809 03/31/2024
One Day In July LLC9,576$809 03/31/2024
     IVW9,576$809 03/31/2024
Empirical Financial Services LLC d.b.a. Empirical Wealth Management10,773$809 12/31/2023
     IVW10,773$809 12/31/2023
Qube Research & Technologies Ltd10,753$808 12/31/2023
     IVW10,753$808 12/31/2023
O Shaughnessy Asset Management LLC10,741$807 12/31/2023
     IVW10,741$807 12/31/2023
Stony Point Wealth Management Inc.9,550$806 03/31/2024
     IVW9,550$806 03/31/2024
Maripau Wealth Management LLC10,726$806 12/31/2023
     IVW10,726$806 12/31/2023
Burns J W & Co. Inc. NY9,512$803 03/31/2024
     IVW9,512$803 03/31/2024
TD Waterhouse Canada Inc.10,693$803 12/31/2023
     IVW10,693$803 12/31/2023
Pacific Sun Financial Corp10,639$799 12/31/2023
     IVW10,639$799 12/31/2023
Hollencrest Capital Management10,645$799 12/31/2023
     IVW10,645$799 12/31/2023
EverSource Wealth Advisors LLC10,599$796 12/31/2023
     IVW10,599$796 12/31/2023
NewEdge Wealth LLC10,603$796 12/31/2023
     IVW10,603$796 12/31/2023
American Financial Advisors LLC9,301$785 03/31/2024
     IVW9,301$785 03/31/2024
Dakota Wealth Management9,281$784 03/31/2024
     IVW9,281$784 03/31/2024
TFO TDC LLC10,415$782 12/31/2023
     IVW10,415$782 12/31/2023
Aaron Wealth Advisors9,253$781 03/31/2024
     IVW9,253$781 03/31/2024
Tompkins Financial Corp9,217$778 03/31/2024
     IVW9,217$778 03/31/2024
Resurgent Financial Advisors LLC10,356$778 12/31/2023
     IVW10,356$778 12/31/2023
Verum Partners LLC9,171$774 03/31/2024
     IVW9,171$774 03/31/2024
LongView Wealth Management9,151$773 03/31/2024
     IVW9,151$773 03/31/2024
Little House Capital LLC9,141$772 03/31/2024
     IVW9,141$772 03/31/2024
JMG Financial Group Ltd.10,263$771 12/31/2023
     IVW10,263$771 12/31/2023
Credit Suisse AG10,240$769 12/31/2023
     IVW10,240$769 12/31/2023
Eaton Cambridge Inc.10,224$768 12/31/2023
     IVW10,224$768 12/31/2023
Dimension Capital Management LLC10,205$766 12/31/2023
     IVW10,205$766 12/31/2023
IFG Advisory LLC10,187$765 12/31/2023
     IVW10,187$765 12/31/2023
Pinnacle Bank9,040$763 03/31/2024
     IVW9,040$763 03/31/2024
Highland Capital Management LLC10,147$762 12/31/2023
     IVW10,147$762 12/31/2023
McKinley Carter Wealth Services Inc.9,009$761 03/31/2024
     IVW9,009$761 03/31/2024
SOA Wealth Advisors LLC.8,987$759 03/31/2024
     IVW8,987$759 03/31/2024
Boston Private Wealth LLC10,086$757 12/31/2023
     IVW10,086$757 12/31/2023
Stock Yards Bank & Trust Co.10,022$753 12/31/2023
     IVW10,022$753 12/31/2023
Cassaday & Co Wealth Management LLC9,970$749 12/31/2023
     IVW9,970$749 12/31/2023
Capital Planning Advisors LLC9,957$748 12/31/2023
     IVW9,957$748 12/31/2023
Laffer Tengler Investments9,937$746 12/31/2023
     IVW9,937$746 12/31/2023
Personal CFO Solutions LLC9,905$744 12/31/2023
     IVW9,905$744 12/31/2023
Oakworth Capital Inc.8,794$743 03/31/2024
     IVW8,794$743 03/31/2024
Thrive Wealth Management LLC8,779$741 03/31/2024
     IVW8,779$741 03/31/2024
American Trust9,866$741 12/31/2023
     IVW9,866$741 12/31/2023
Meridian Wealth Management LLC8,703$735 03/31/2024
     IVW8,703$735 03/31/2024
NBT Bank N A NY8,698$734 03/31/2024
     IVW8,698$734 03/31/2024
West Coast Financial LLC8,664$732 03/31/2024
     IVW8,664$732 03/31/2024
Community Bank N.A.9,720$730 12/31/2023
     IVW9,720$730 12/31/2023
Sage Financial Management Group Inc.9,678$727 12/31/2023
     IVW9,678$727 12/31/2023
United Advisor Group LLC9,429$724 12/31/2023
     IVW9,429$724 12/31/2023
City Holding Co.8,538$721 03/31/2024
     IVW8,538$721 03/31/2024
4J Wealth Management LLC8,538$721 03/31/2024
     IVW8,538$721 03/31/2024
Total Clarity Wealth Management Inc.8,444$713 03/31/2024
     IVW8,444$713 03/31/2024
EQ LLC9,471$711 12/31/2023
     IVW9,471$711 12/31/2023
Single Point Partners LLC8,410$710 03/31/2024
     IVW8,410$710 03/31/2024
Neumann Capital Management LLC9,400$706 12/31/2023
     IVW9,400$706 12/31/2023
CNB Bank9,400$706 12/31/2023
     IVW9,400$706 12/31/2023
Summit X LLC9,355$705 12/31/2023
     IVW9,355$705 12/31/2023
NorthLanding Financial Partners LLC9,375$704 12/31/2023
     IVW9,375$704 12/31/2023
Scotia Capital Inc.9,340$701 12/31/2023
     IVW9,340$701 12/31/2023
DAVENPORT & Co LLC9,302$699 12/31/2023
     IVW9,302$699 12/31/2023
Garde Capital Inc.9,304$699 12/31/2023
     IVW9,304$699 12/31/2023
Norway Savings Bank8,260$697 03/31/2024
     IVW8,260$697 03/31/2024
All Season Financial Advisors Inc.8,244$696 03/31/2024
     IVW8,244$696 03/31/2024
Culbertson A N & Co. Inc.9,270$696 12/31/2023
     IVW9,270$696 12/31/2023
Redwood Investment Management LLC9,199$691 12/31/2023
     IVW9,199$691 12/31/2023
Interchange Capital Partners LLC9,189$691 12/31/2023
     IVW9,189$691 12/31/2023
Solano Wealth Management Inc.9,204$691 12/31/2023
     IVW9,204$691 12/31/2023
Bogart Wealth LLC8,169$690 03/31/2024
     IVW8,169$690 03/31/2024
Charter Trust Co.8,081$682 03/31/2024
     IVW8,081$682 03/31/2024
Great Lakes Retirement Inc.9,080$682 12/31/2023
     IVW9,080$682 12/31/2023
Bank of New Hampshire8,055$680 03/31/2024
     IVW8,055$680 03/31/2024
KFA Private Wealth Group LLC9,057$680 12/31/2023
     IVW9,057$680 12/31/2023
TFB Advisors LLC9,044$679 12/31/2023
     IVW9,044$679 12/31/2023
Weaver Consulting Group8,008$676 03/31/2024
     IVW8,008$676 03/31/2024
Evergreen Private Wealth LLC8,010$676 03/31/2024
     IVW8,010$676 03/31/2024
American International Group Inc.9,000$676 12/31/2023
     IVW9,000$676 12/31/2023
Lakeridge Wealth Management LLC8,993$675 12/31/2023
     IVW8,993$675 12/31/2023
Reynders McVeigh Capital Management LLC8,895$668 12/31/2023
     IVW8,895$668 12/31/2023
TAP Consulting LLC7,898$667 03/31/2024
     IVW7,898$667 03/31/2024
FDx Advisors Inc.8,843$664 12/31/2023
     IVW8,843$664 12/31/2023
Aurora Private Wealth Inc.7,821$661 03/31/2024
     IVW7,821$661 03/31/2024
Montag A & Associates Inc.8,799$661 12/31/2023
     IVW8,799$661 12/31/2023
CWA Asset Management Group LLC8,801$661 12/31/2023
     IVW8,801$661 12/31/2023
Regimen Wealth LLC8,775$659 12/31/2023
     IVW8,775$659 12/31/2023
Sageworth Trust Co7,764$656 03/31/2024
     IVW7,764$656 03/31/2024
Tidemark LLC8,712$654 12/31/2023
     IVW8,712$654 12/31/2023
HMS Capital Management LLC7,610$643 03/31/2024
     IVW7,610$643 03/31/2024
Priebe Wealth Holdings LLC7,590$641 03/31/2024
     IVW7,590$641 03/31/2024
Salem Investment Counselors Inc.7,565$639 03/31/2024
     IVW7,565$639 03/31/2024
Curtis Advisory Group LLC8,510$639 12/31/2023
     IVW8,510$639 12/31/2023
Diversified Trust Co7,549$637 03/31/2024
     IVW7,549$637 03/31/2024
Second Half Financial Partners LLC8,473$636 12/31/2023
     IVW8,473$636 12/31/2023
TNF LLC7,778$633 03/31/2024
     IVW7,778$633 03/31/2024
Fiduciary Trust Co.8,365$628 12/31/2023
     IVW8,365$628 12/31/2023
Albion Financial Group UT7,402$625 03/31/2024
     IVW7,402$625 03/31/2024
Fernwood Investment Management LLC8,326$625 12/31/2023
     IVW8,326$625 12/31/2023
Capital Investment Advisors LLC7,395$624 03/31/2024
     IVW7,395$624 03/31/2024
Financial Partners Group Inc8,302$623 12/31/2023
     IVW8,302$623 12/31/2023
QRG Capital Management Inc.8,297$623 12/31/2023
     IVW8,297$623 12/31/2023
Chesley Taft & Associates LLC7,364$622 03/31/2024
     IVW7,364$622 03/31/2024
First Interstate Bank8,231$618 12/31/2023
     IVW8,231$618 12/31/2023
We Are One Seven LLC8,211$617 12/31/2023
     IVW8,211$617 12/31/2023
Cim LLC7,454$616 12/31/2023
     IVW7,454$616 12/31/2023
Flagship Harbor Advisors LLC7,254$613 03/31/2024
     IVW7,254$613 03/31/2024
Azimuth Capital Investment Management LLC8,165$613 12/31/2023
     IVW8,165$613 12/31/2023
Aspiriant LLC7,188$607 03/31/2024
     IVW7,188$607 03/31/2024
Colton Groome Financial Advisors LLC7,172$606 03/31/2024
     IVW7,172$606 03/31/2024
U.S. Capital Wealth Advisors LLC8,068$606 12/31/2023
     IVW8,068$606 12/31/2023
Investment Research & Advisory Group Inc.7,135$602 03/31/2024
     IVW7,135$602 03/31/2024
Gamco Investors INC. ET AL8,000$601 12/31/2023
     IVW8,000$601 12/31/2023
Integrated Advisors Network LLC7,959$598 12/31/2023
     IVW7,959$598 12/31/2023
Meridian Management Co.7,272$597 12/31/2023
     IVW7,272$597 12/31/2023
Shepherd Kaplan Krochuk LLC7,936$596 12/31/2023
     IVW7,936$596 12/31/2023
Intergy Private Wealth LLC7,052$595 03/31/2024
     IVW7,052$595 03/31/2024
Chicago Capital LLC7,037$594 03/31/2024
     IVW7,037$594 03/31/2024
Apella Capital LLC7,049$594 03/31/2024
     IVW7,049$594 03/31/2024
Cedar Brook Financial Partners LLC7,011$592 03/31/2024
     IVW7,011$592 03/31/2024
Castle Wealth Management LLC7,883$592 12/31/2023
     IVW7,883$592 12/31/2023
Ironwood Investment Counsel LLC7,852$590 12/31/2023
     IVW7,852$590 12/31/2023
Disciplined Investments LLC6,981$589 03/31/2024
     IVW6,981$589 03/31/2024
HHM Wealth Advisors LLC7,763$583 12/31/2023
     IVW7,763$583 12/31/2023
Summit Financial Wealth Advisors LLC7,718$580 12/31/2023
     IVW7,718$580 12/31/2023
NorthRock Partners LLC7,703$578 12/31/2023
     IVW7,703$578 12/31/2023
Sageworth Trust Co of South Dakota6,804$575 03/31/2024
     IVW6,804$575 03/31/2024
NCM Capital Management LLC7,645$574 12/31/2023
     IVW7,645$574 12/31/2023
Sandy Spring Bank7,590$570 12/31/2023
     IVW7,590$570 12/31/2023
ERTS Wealth Advisors LLC6,733$569 03/31/2024
     IVW6,733$569 03/31/2024
Ferguson Wellman Capital Management Inc.6,712$567 03/31/2024
     IVW6,712$567 03/31/2024
Oxler Private Wealth LLC6,719$567 03/31/2024
     IVW6,719$567 03/31/2024
Park National Corp OH6,706$566 03/31/2024
     IVW6,706$566 03/31/2024
Laurel Wealth Advisors LLC7,507$564 12/31/2023
     IVW7,507$564 12/31/2023
First National Corp MA ADV6,609$558 03/31/2024
     IVW6,609$558 03/31/2024
Sanibel Captiva Trust Company Inc.7,396$555 12/31/2023
     IVW7,396$555 12/31/2023
Absolute Capital Management LLC7,375$554 12/31/2023
     IVW7,375$554 12/31/2023
Two Sigma Securities LLC7,326$550 12/31/2023
     IVW7,326$550 12/31/2023
Coppell Advisory Solutions LLC7,328$550 12/31/2023
     IVW7,328$550 12/31/2023
GDS Wealth Management6,498$549 03/31/2024
     IVW6,498$549 03/31/2024
Foster Dykema Cabot & Partners LLC7,251$545 12/31/2023
     IVW7,251$545 12/31/2023
tru Independence LLC6,445$544 03/31/2024
     IVW6,445$544 03/31/2024
Clarity Asset Management Inc.7,228$543 12/31/2023
     IVW7,228$543 12/31/2023
Madison Wealth Partners Inc7,190$540 12/31/2023
     IVW7,190$540 12/31/2023
Founders Financial Securities LLC6,384$539 03/31/2024
     IVW6,384$539 03/31/2024
Affinity Capital Advisors LLC6,372$538 03/31/2024
     IVW6,372$538 03/31/2024
Private Ocean LLC6,364$537 03/31/2024
     IVW6,364$537 03/31/2024
Courage Miller Partners LLC6,324$534 03/31/2024
     IVW6,324$534 03/31/2024
Jackson Grant Investment Advisers Inc.7,109$534 12/31/2023
     IVW7,109$534 12/31/2023
Guyasuta Investment Advisors Inc.6,287$531 03/31/2024
     IVW6,287$531 03/31/2024
Trilogy Capital Inc.6,273$530 03/31/2024
     IVW6,273$530 03/31/2024
David Loasby7,252$529 12/31/2023
     IVW7,252$529 12/31/2023
Seven Mile Advisory7,045$529 12/31/2023
     IVW7,045$529 12/31/2023
Pinnacle Associates Ltd.6,235$526 03/31/2024
     IVW6,235$526 03/31/2024
Harvey Capital Management Inc.7,000$526 12/31/2023
     IVW7,000$526 12/31/2023
HCR Wealth Advisors6,982$524 12/31/2023
     IVW6,982$524 12/31/2023
Van Hulzen Asset Management LLC6,951$522 12/31/2023
     IVW6,951$522 12/31/2023
Annandale Capital LLC6,952$522 12/31/2023
     IVW6,952$522 12/31/2023
Brown Miller Wealth Management LLC6,162$520 03/31/2024
     IVW6,162$520 03/31/2024
Congress Wealth Management LLC DE 6,134$518 03/31/2024
     IVW6,134$518 03/31/2024
Welch & Forbes LLC6,883$517 12/31/2023
     IVW6,883$517 12/31/2023
Golden State Equity Partners6,890$517 12/31/2023
     IVW6,890$517 12/31/2023
Smith Chas P & Associates PA Cpas6,084$514 03/31/2024
     IVW6,084$514 03/31/2024
Baker Tilly Financial LLC6,833$513 12/31/2023
     IVW6,833$513 12/31/2023
Hazlett Burt & Watson Inc.6,824$512 12/31/2023
     IVW6,824$512 12/31/2023
Commonwealth Retirement Investments LLC6,817$512 12/31/2023
     IVW6,817$512 12/31/2023
Crescent Grove Advisors LLC6,743$506 12/31/2023
     IVW6,743$506 12/31/2023
SNS Financial Group LLC5,983$505 03/31/2024
     IVW5,983$505 03/31/2024
Koshinski Asset Management Inc.6,699$503 12/31/2023
     IVW6,699$503 12/31/2023
Journey Advisory Group LLC6,688$502 12/31/2023
     IVW6,688$502 12/31/2023
Atlantic Union Bankshares Corp5,930$501 03/31/2024
     IVW5,930$501 03/31/2024
Crestone Asset Management LLC5,938$501 03/31/2024
     IVW5,938$501 03/31/2024
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA6,245$500 03/31/2024
     IVW6,245$500 03/31/2024
OMNI 360 Wealth Inc.5,891$497 03/31/2024
     IVW5,891$497 03/31/2024
Aveo Capital Partners LLC6,602$496 12/31/2023
     IVW6,602$496 12/31/2023
Petix & Botte Co6,548$492 12/31/2023
     IVW6,548$492 12/31/2023
Imprint Wealth LLC6,534$491 12/31/2023
     IVW6,534$491 12/31/2023
Wimmer Associates 1 LLC6,515$489 12/31/2023
     IVW6,515$489 12/31/2023
TrinityPoint Wealth LLC6,516$489 12/31/2023
     IVW6,516$489 12/31/2023
Blue Bell Private Wealth Management LLC5,774$488 03/31/2024
     IVW5,774$488 03/31/2024
Newman Dignan & Sheerar Inc.6,491$487 12/31/2023
     IVW6,491$487 12/31/2023
Strata Wealth Advisors LLC5,760$486 03/31/2024
     IVW5,760$486 03/31/2024
Sabal Trust CO6,475$486 12/31/2023
     IVW6,475$486 12/31/2023
Evolution Wealth Advisors LLC5,715$483 03/31/2024
     IVW5,715$483 03/31/2024
Almanack Investment Partners LLC.6,427$483 12/31/2023
     IVW6,427$483 12/31/2023
Duncker Streett & Co. Inc.5,703$482 03/31/2024
     IVW5,703$482 03/31/2024
Oakwell Private Wealth Management LLC5,704$482 03/31/2024
     IVW5,704$482 03/31/2024
Williams Jones Wealth Management LLC.6,418$482 12/31/2023
     IVW6,418$482 12/31/2023
Plancorp LLC6,406$481 12/31/2023
     IVW6,406$481 12/31/2023
Gerber Kawasaki Wealth & Investment Management6,393$480 12/31/2023
     IVW6,393$480 12/31/2023
Kavar Capital Partners Group LLC6,384$479 12/31/2023
     IVW6,384$479 12/31/2023
Johnson Financial Group Inc.6,355$477 12/31/2023
     IVW6,355$477 12/31/2023
Freestone Capital Holdings LLC6,334$476 12/31/2023
     IVW6,334$476 12/31/2023
Manhattan West Asset Management LLC6,307$474 12/31/2023
     IVW6,307$474 12/31/2023
Mascoma Wealth Management LLC6,276$471 12/31/2023
     IVW6,276$471 12/31/2023
Altfest L J & Co. Inc.5,566$470 03/31/2024
     IVW5,566$470 03/31/2024
Monograph Wealth Advisors LLC6,256$470 12/31/2023
     IVW6,256$470 12/31/2023
Worth Financial Advisory Group LLC6,254$470 12/31/2023
     IVW6,254$470 12/31/2023
Pure Financial Advisors Inc.5,532$467 03/31/2024
     IVW5,532$467 03/31/2024
BOS Asset Management LLC6,169$463 12/31/2023
     IVW6,169$463 12/31/2023
Fusion Capital LLC6,122$460 12/31/2023
     IVW6,122$460 12/31/2023
Main Street Group LTD6,112$459 12/31/2023
     IVW6,112$459 12/31/2023
First Citizens Financial Corp6,079$457 12/31/2023
     IVW6,079$457 12/31/2023
Woodmont Investment Counsel LLC5,399$456 03/31/2024
     IVW5,399$456 03/31/2024
Conservest Capital Advisors Inc.6,067$456 12/31/2023
     IVW6,067$456 12/31/2023
Beaumont Financial Advisors LLC6,044$454 12/31/2023
     IVW6,044$454 12/31/2023
Insight Wealth Strategies LLC5,349$452 03/31/2024
     IVW5,349$452 03/31/2024
ORBA Wealth Advisors L.L.C.6,000$451 12/31/2023
     IVW6,000$451 12/31/2023
CWS Financial Advisors LLC5,993$450 12/31/2023
     IVW5,993$450 12/31/2023
Principle Wealth Partners LLC5,319$449 03/31/2024
     IVW5,319$449 03/31/2024
Financial Insights Inc.5,311$448 03/31/2024
     IVW5,311$448 03/31/2024
Eldridge Investment Advisors Inc.5,964$448 12/31/2023
     IVW5,964$448 12/31/2023
Plante Moran Financial Advisors LLC5,951$447 12/31/2023
     IVW5,951$447 12/31/2023
Sage Mountain Advisors LLC5,284$446 03/31/2024
     IVW5,284$446 03/31/2024
Octavia Wealth Advisors LLC5,284$446 03/31/2024
     IVW5,284$446 03/31/2024
Washington Trust Bank5,940$446 12/31/2023
     IVW5,940$446 12/31/2023
Middleton & Co Inc MA5,945$446 12/31/2023
     IVW5,945$446 12/31/2023
KRS Capital Management LLC5,220$441 03/31/2024
     IVW5,220$441 03/31/2024
Glassman Wealth Services5,871$441 12/31/2023
     IVW5,871$441 12/31/2023
Newton One Investments LLC5,172$437 03/31/2024
     IVW5,172$437 03/31/2024
McAdam LLC5,161$436 03/31/2024
     IVW5,161$436 03/31/2024
Klingman & Associates LLC5,782$434 12/31/2023
     IVW5,782$434 12/31/2023
Gradient Capital Advisors LLC5,122$433 03/31/2024
     IVW5,122$433 03/31/2024
Samalin Investment Counsel LLC5,761$433 12/31/2023
     IVW5,761$433 12/31/2023
Sax Wealth Advisors LLC5,771$433 12/31/2023
     IVW5,771$433 12/31/2023
Sharkey Howes & Javer5,088$430 03/31/2024
     IVW5,088$430 03/31/2024
Corepath Wealth Partners LLC5,898$430 12/31/2023
     IVW5,898$430 12/31/2023
Palisade Asset Management LLC5,706$429 12/31/2023
     IVW5,706$429 12/31/2023
Mengis Capital Management Inc.5,708$429 12/31/2023
     IVW5,708$429 12/31/2023
Formidable Asset Management LLC5,660$425 12/31/2023
     IVW5,660$425 12/31/2023
Sage Financial Group Inc.5,562$418 12/31/2023
     IVW5,562$418 12/31/2023
Wealthquest Corp5,566$418 12/31/2023
     IVW5,566$418 12/31/2023
N.E.W. Advisory Services LLC4,944$417 03/31/2024
     IVW4,944$417 03/31/2024
Brio Consultants LLC5,548$417 12/31/2023
     IVW5,548$417 12/31/2023
Oak Harvest Investment Services4,931$416 03/31/2024
     IVW4,931$416 03/31/2024
ICA Group Wealth Management LLC5,535$416 12/31/2023
     IVW5,535$416 12/31/2023
Francis Financial Inc.4,909$415 03/31/2024
     IVW4,909$415 03/31/2024
Brandywine Oak Private Wealth LLC5,524$415 12/31/2023
     IVW5,524$415 12/31/2023
Legacy Bridge LLC4,905$414 03/31/2024
     IVW4,905$414 03/31/2024
Amplius Wealth Advisors LLC4,899$414 03/31/2024
     IVW4,899$414 03/31/2024
O Connor Financial Group LLC4,898$414 03/31/2024
     IVW4,898$414 03/31/2024
Segment Wealth Management LLC4,892$413 03/31/2024
     IVW4,892$413 03/31/2024
Parthenon LLC5,480$412 12/31/2023
     IVW5,480$412 12/31/2023
WealthBridge Capital Management LLC5,484$412 12/31/2023
     IVW5,484$412 12/31/2023
Abbrea Capital LLC5,436$408 12/31/2023
     IVW5,436$408 12/31/2023
Ausdal Financial Partners Inc.4,821$407 03/31/2024
     IVW4,821$407 03/31/2024
Verdence Capital Advisors LLC4,822$407 03/31/2024
     IVW4,822$407 03/31/2024
DB Fitzpatrick & Co Inc4,815$407 03/31/2024
     IVW4,815$407 03/31/2024
Enzi Wealth4,947$407 03/31/2024
     IVW4,947$407 03/31/2024
Schoolcraft Capital LLC4,812$406 03/31/2024
     IVW4,812$406 03/31/2024
Financial Synergies Wealth Advisors Inc.4,797$405 03/31/2024
     IVW4,797$405 03/31/2024
Simmons Bank5,389$405 12/31/2023
     IVW5,389$405 12/31/2023
ORG Partners LLC5,388$405 12/31/2023
     IVW5,388$405 12/31/2023
Cooper Financial Group4,788$404 03/31/2024
     IVW4,788$404 03/31/2024
Sachetta LLC5,383$404 12/31/2023
     IVW5,383$404 12/31/2023
Financial Planning & Information Services Inc.5,348$402 12/31/2023
     IVW5,348$402 12/31/2023
Theory Financial LLC5,347$402 12/31/2023
     IVW5,347$402 12/31/2023
Summit Asset Management LLC5,342$401 12/31/2023
     IVW5,342$401 12/31/2023
Trexquant Investment LP5,332$400 12/31/2023
     IVW5,332$400 12/31/2023
West Paces Advisors Inc.4,727$399 03/31/2024
     IVW4,727$399 03/31/2024
Dana Investment Advisors Inc.5,313$399 12/31/2023
     IVW5,313$399 12/31/2023
Invst LLC4,980$399 12/31/2023
     IVW4,980$399 12/31/2023
Fidelis Capital Partners LLC5,311$399 12/31/2023
     IVW5,311$399 12/31/2023
Goldstein Advisors LLC5,310$399 12/31/2023
     IVW5,310$399 12/31/2023
Morton Capital Management LLC CA4,710$398 03/31/2024
     IVW4,710$398 03/31/2024
Bank of Nova Scotia5,280$397 12/31/2023
     IVW5,280$397 12/31/2023
Girard Partners LTD.5,240$394 12/31/2023
     IVW5,240$394 12/31/2023
Eastern Bank5,250$394 12/31/2023
     IVW5,250$394 12/31/2023
JGP Wealth Management LLC4,639$392 03/31/2024
     IVW4,639$392 03/31/2024
Gleason Group Inc.4,647$392 03/31/2024
     IVW4,647$392 03/31/2024
Wick Capital Partners LLC5,207$391 12/31/2023
     IVW5,207$391 12/31/2023
Oak Harbor Wealth Partners LLC4,621$390 03/31/2024
     IVW4,621$390 03/31/2024
WT Wealth Management5,185$389 12/31/2023
     IVW5,185$389 12/31/2023
Front Row Advisors LLC5,170$388 12/31/2023
     IVW5,170$388 12/31/2023
Fulton Bank N.A.4,588$387 03/31/2024
     IVW4,588$387 03/31/2024
Swisher Financial Concepts Inc.4,575$384 03/31/2024
     IVW4,575$384 03/31/2024
Garrett Investment Advisors LLC4,518$382 03/31/2024
     IVW4,518$382 03/31/2024
Accredited Investors Inc.5,078$381 12/31/2023
     IVW5,078$381 12/31/2023
Shearwater Capital LLC4,501$380 03/31/2024
     IVW4,501$380 03/31/2024
Neuberger Berman Group LLC5,049$379 12/31/2023
     IVW5,049$379 12/31/2023
Apollon Financial LLC5,029$378 12/31/2023
     IVW5,029$378 12/31/2023
Sunflower Bank N.A.4,448$376 03/31/2024
     IVW4,448$376 03/31/2024
GLOBALT Investments LLC GA5,004$376 12/31/2023
     IVW5,004$376 12/31/2023
Truefg LLC4,436$375 03/31/2024
     IVW4,436$375 03/31/2024
Summit Financial LLC4,406$372 03/31/2024
     IVW4,406$372 03/31/2024
Capital Group Private Client Services Inc.4,936$371 12/31/2023
     IVW4,936$371 12/31/2023
Relyea Zuckerberg Hanson LLC4,372$369 03/31/2024
     IVW4,372$369 03/31/2024
TrueWealth Advisors LLC4,342$367 03/31/2024
     IVW4,342$367 03/31/2024
Vicus Capital4,331$366 03/31/2024
     IVW4,331$366 03/31/2024
Pictet North America Advisors SA4,872$366 12/31/2023
     IVW4,872$366 12/31/2023
BCU Wealth Advisors LLC4,872$366 12/31/2023
     IVW4,872$366 12/31/2023
Welch Group LLC4,318$365 03/31/2024
     IVW4,318$365 03/31/2024
Visionary Wealth Advisors4,861$365 12/31/2023
     IVW4,861$365 12/31/2023
Stone Point Wealth LLC4,856$365 12/31/2023
     IVW4,856$365 12/31/2023
Integrity Wealth Solutions LLC4,311$364 03/31/2024
     IVW4,311$364 03/31/2024
Blue Chip Partners Inc.4,286$362 03/31/2024
     IVW4,286$362 03/31/2024
Nicholas Hoffman & Company LLC.4,279$361 03/31/2024
     IVW4,279$361 03/31/2024
Main Street Financial Solutions LLC4,275$361 03/31/2024
     IVW4,275$361 03/31/2024
Eagle Rock Investment Company LLC4,251$359 03/31/2024
     IVW4,251$359 03/31/2024
Condor Capital Management4,775$359 12/31/2023
     IVW4,775$359 12/31/2023
Raleigh Capital Management Inc.4,765$358 12/31/2023
     IVW4,765$358 12/31/2023
Western Financial Corp CA4,230$357 03/31/2024
     IVW4,230$357 03/31/2024
Walled Lake Planning & Wealth Management LLC4,760$357 12/31/2023
     IVW4,760$357 12/31/2023
Private Portfolio Partners LLC4,732$355 12/31/2023
     IVW4,732$355 12/31/2023
W.H. Cornerstone Investments Inc.4,725$355 12/31/2023
     IVW4,725$355 12/31/2023
Seascape Capital Management4,716$354 12/31/2023
     IVW4,716$354 12/31/2023
Sfmg LLC4,715$354 12/31/2023
     IVW4,715$354 12/31/2023
Phillips Financial Management LLC4,177$353 03/31/2024
     IVW4,177$353 03/31/2024
Canal Capital Management LLC4,176$353 03/31/2024
     IVW4,176$353 03/31/2024
Vaughan David Investments LLC IL4,690$352 12/31/2023
     IVW4,690$352 12/31/2023
Glass Jacobson Investment Advisors llc4,159$351 03/31/2024
     IVW4,159$351 03/31/2024
GM Advisory Group Inc.4,669$351 12/31/2023
     IVW4,669$351 12/31/2023
Catalyst Financial Partners LLC4,283$349 03/31/2024
     IVW4,283$349 03/31/2024
Gallagher Fiduciary Advisors LLC4,639$348 12/31/2023
     IVW4,639$348 12/31/2023
WNY Asset Management LLC4,600$345 12/31/2023
     IVW4,600$345 12/31/2023
LJI Wealth Management LLC4,587$345 12/31/2023
     IVW4,587$345 12/31/2023
Holland Advisory Services Inc.4,056$343 03/31/2024
     IVW4,056$343 03/31/2024
Annex Advisory Services LLC4,055$342 03/31/2024
     IVW4,055$342 03/31/2024
New Millennium Group LLC4,550$342 12/31/2023
     IVW4,550$342 12/31/2023
Zhang Financial LLC4,038$341 03/31/2024
     IVW4,038$341 03/31/2024
Lake Street Financial LLC4,026$340 03/31/2024
     IVW4,026$340 03/31/2024
RDA Financial Network4,029$340 03/31/2024
     IVW4,029$340 03/31/2024
Melfa Wealth Management LLC4,025$340 03/31/2024
     IVW4,025$340 03/31/2024
Ritholtz Wealth Management4,008$338 03/31/2024
     IVW4,008$338 03/31/2024
Howard Financial Services LTD.4,002$338 03/31/2024
     IVW4,002$338 03/31/2024
High Net Worth Advisory Group LLC4,000$338 03/31/2024
     IVW4,000$338 03/31/2024
Community Financial Services Group LLC3,988$337 03/31/2024
     IVW3,988$337 03/31/2024
US Financial Advisors LLC4,483$337 12/31/2023
     IVW4,483$337 12/31/2023
KCM Investment Advisors LLC4,475$336 12/31/2023
     IVW4,475$336 12/31/2023
Aspire Wealth Management Corp4,472$336 12/31/2023
     IVW4,472$336 12/31/2023
Vishria Bird Financial Group LLC3,964$335 03/31/2024
     IVW3,964$335 03/31/2024
Fundamentun LLC3,933$332 03/31/2024
     IVW3,933$332 03/31/2024
Aurum Wealth Management Group LLC3,930$332 03/31/2024
     IVW3,930$332 03/31/2024
RiverFront Investment Group LLC4,425$332 12/31/2023
     IVW4,425$332 12/31/2023
Smith Group Asset Management LLC4,410$331 12/31/2023
     IVW4,410$331 12/31/2023
Patriot Financial Group Insurance Agency LLC4,394$330 12/31/2023
     IVW4,394$330 12/31/2023
Brown Wealth Management LLC4,393$330 12/31/2023
     IVW4,393$330 12/31/2023
Ullmann Financial Group Inc.4,376$329 12/31/2023
     IVW4,376$329 12/31/2023
Canvas Wealth Advisors LLC4,016$328 03/31/2024
     IVW4,016$328 03/31/2024
HFG Advisors Inc.3,880$328 03/31/2024
     IVW3,880$328 03/31/2024
Clarity Capital Advisors LLC3,879$328 03/31/2024
     IVW3,879$328 03/31/2024
Beacon Investment Advisory Services Inc.4,355$327 12/31/2023
     IVW4,355$327 12/31/2023
Evoke Wealth LLC4,346$326 12/31/2023
     IVW4,346$326 12/31/2023
Affinity Wealth Management LLC3,853$325 03/31/2024
     IVW3,853$325 03/31/2024
Cornerstone Wealth Advisors Inc.3,850$325 03/31/2024
     IVW3,850$325 03/31/2024
Fisher Asset Management LLC4,309$324 12/31/2023
     IVW4,309$324 12/31/2023
Gradient Investments LLC3,821$323 03/31/2024
     IVW3,821$323 03/31/2024
Continuum Advisory LLC4,300$323 12/31/2023
     IVW4,300$323 12/31/2023
Willner & Heller LLC4,295$323 12/31/2023
     IVW4,295$323 12/31/2023
Garden State Investment Advisory Services LLC4,299$323 12/31/2023
     IVW4,299$323 12/31/2023
Clearview Wealth Advisors LLC3,808$322 03/31/2024
     IVW3,808$322 03/31/2024
Ratio Wealth Group4,277$321 12/31/2023
     IVW4,277$321 12/31/2023
Advisor Resource Council3,790$320 03/31/2024
     IVW3,790$320 03/31/2024
Strategic Financial Concepts LLC3,790$320 03/31/2024
     IVW3,790$320 03/31/2024
Private Capital Management LLC3,778$319 03/31/2024
     IVW3,778$319 03/31/2024
Fort Point Capital Partners LLC4,228$318 12/31/2023
     IVW4,228$318 12/31/2023
PCA Investment Advisory Services Inc.4,237$318 12/31/2023
     IVW4,237$318 12/31/2023
SRS Capital Advisors Inc.4,210$316 12/31/2023
     IVW4,210$316 12/31/2023
New Republic Capital LLC4,208$316 12/31/2023
     IVW4,208$316 12/31/2023
Litman Gregory Asset Management LLC4,195$315 12/31/2023
     IVW4,195$315 12/31/2023
Annis Gardner Whiting Capital Advisors LLC4,200$315 12/31/2023
     IVW4,200$315 12/31/2023
Kingswood Wealth Advisors LLC3,691$312 03/31/2024
     IVW3,691$312 03/31/2024
MainStreet Investment Advisors LLC4,157$312 12/31/2023
     IVW4,157$312 12/31/2023
Bare Financial Services Inc4,152$312 12/31/2023
     IVW4,152$312 12/31/2023
Kovack Advisors Inc.3,656$309 03/31/2024
     IVW3,656$309 03/31/2024
United Community Bank4,120$309 12/31/2023
     IVW4,120$309 12/31/2023
Steigerwald Gordon & Koch Inc.3,646$308 03/31/2024
     IVW3,646$308 03/31/2024
Center For Asset Management LLC3,652$308 03/31/2024
     IVW3,652$308 03/31/2024
Cedrus LLC3,636$307 03/31/2024
     IVW3,636$307 03/31/2024
BIP Wealth LLC4,049$304 12/31/2023
     IVW4,049$304 12/31/2023
Mcdonald Partners LLC3,590$303 03/31/2024
     IVW3,590$303 03/31/2024
Opinicus Capital Inc.3,590$303 03/31/2024
     IVW3,590$303 03/31/2024
HTLF Bank3,579$302 03/31/2024
     IVW3,579$302 03/31/2024
MidWestOne Financial Group Inc.4,016$302 12/31/2023
     IVW4,016$302 12/31/2023
Moisand Fitzgerald Tamayo LLC3,565$301 03/31/2024
     IVW3,565$301 03/31/2024
TCG Advisory Services LLC4,004$301 12/31/2023
     IVW4,004$301 12/31/2023
Garrison Point Advisors LLC4,000$300 12/31/2023
     IVW4,000$300 12/31/2023
Bank OZK3,977$299 12/31/2023
     IVW3,977$299 12/31/2023
RVW Wealth LLC3,525$298 03/31/2024
     IVW3,525$298 03/31/2024
Arbor Trust Wealth Advisors LLC3,561$298 03/31/2024
     IVW3,561$298 03/31/2024
Arcadia Wealth Management LLC3,966$298 12/31/2023
     IVW3,966$298 12/31/2023
Edgestream Partners L.P.3,910$294 12/31/2023
     IVW3,910$294 12/31/2023
Saxon Interests Inc.3,475$293 03/31/2024
     IVW3,475$293 03/31/2024
Transcendent Capital Group LLC3,474$293 03/31/2024
     IVW3,474$293 03/31/2024
Hubbell Strickland Wealth Management LLC3,458$292 03/31/2024
     IVW3,458$292 03/31/2024
CRA Financial Services LLC3,431$290 03/31/2024
     IVW3,431$290 03/31/2024
Petra Financial Advisors Inc.3,436$290 03/31/2024
     IVW3,436$290 03/31/2024
Allen Capital Group LLC3,421$289 03/31/2024
     IVW3,421$289 03/31/2024
Navalign LLC3,426$289 03/31/2024
     IVW3,426$289 03/31/2024
Portland Global Advisors LLC3,836$288 12/31/2023
     IVW3,836$288 12/31/2023
Coyle Financial Counsel LLC3,833$288 12/31/2023
     IVW3,833$288 12/31/2023
Hudson Valley Investment Advisors Inc. ADV3,400$287 03/31/2024
     IVW3,400$287 03/31/2024
Whittier Trust Co. of Nevada Inc.3,804$286 12/31/2023
     IVW3,804$286 12/31/2023
Larson Financial Group LLC3,784$284 12/31/2023
     IVW3,784$284 12/31/2023
TruWealth Advisors LLC3,352$283 03/31/2024
     IVW3,352$283 03/31/2024
Armstrong Advisory Group Inc.3,352$283 03/31/2024
     IVW3,352$283 03/31/2024
Leonard Rickey Investment Advisors P.L.L.C.3,343$282 03/31/2024
     IVW3,343$282 03/31/2024
Ellenbecker Investment Group3,344$282 03/31/2024
     IVW3,344$282 03/31/2024
Monetary Management Group Inc.3,750$282 12/31/2023
     IVW3,750$282 12/31/2023
Beacon Financial Group3,746$281 12/31/2023
     IVW3,746$281 12/31/2023
Raab & Moskowitz Asset Management LLC3,739$281 12/31/2023
     IVW3,739$281 12/31/2023
Grimes & Company Inc.3,313$280 03/31/2024
     IVW3,313$280 03/31/2024
J. Goldman & Co LP3,735$280 12/31/2023
     IVW3,735$280 12/31/2023
Colonial Trust Advisors3,730$280 12/31/2023
     IVW3,730$280 12/31/2023
Forum Private Client Group LLC3,723$280 12/31/2023
     IVW3,723$280 12/31/2023
NorthStar Asset Management LLC NJ 3,714$279 12/31/2023
     IVW3,714$279 12/31/2023
Wealthcare Capital Management LLC3,276$277 03/31/2024
     IVW3,276$277 03/31/2024
PFG Investments LLC3,285$277 03/31/2024
     IVW3,285$277 03/31/2024
Facet Wealth Inc.3,447$276 12/31/2023
     IVW3,447$276 12/31/2023
ABLE Financial Group LLC3,672$276 12/31/2023
     IVW3,672$276 12/31/2023
Axiom Advisory LLC3,251$275 03/31/2024
     IVW3,251$275 03/31/2024
Shelton Wealth Management LLC3,666$275 12/31/2023
     IVW3,666$275 12/31/2023
Strategic Point Investment Advisors LLC3,645$274 12/31/2023
     IVW3,645$274 12/31/2023
B.O.S.S. Retirement Advisors LLC3,654$274 12/31/2023
     IVW3,654$274 12/31/2023
Accretive Wealth Partners LLC3,624$272 12/31/2023
     IVW3,624$272 12/31/2023
Roble Belko & Company Inc3,196$270 03/31/2024
     IVW3,196$270 03/31/2024
Ellevest Inc.3,595$270 12/31/2023
     IVW3,595$270 12/31/2023
Brand Asset Management Group Inc.3,580$269 12/31/2023
     IVW3,580$269 12/31/2023
Krueger & Catalano Capital Partners LLC3,170$268 03/31/2024
     IVW3,170$268 03/31/2024
Rainey & Randall Investment Management Inc.3,158$267 03/31/2024
     IVW3,158$267 03/31/2024
Zullo Investment Group Inc.3,163$267 03/31/2024
     IVW3,163$267 03/31/2024
Carmichael Hill & Associates Inc.3,133$265 03/31/2024
     IVW3,133$265 03/31/2024
Coho Partners Ltd.3,530$265 12/31/2023
     IVW3,530$265 12/31/2023
Covenant Partners LLC3,516$264 12/31/2023
     IVW3,516$264 12/31/2023
Family Wealth Group LLC3,507$263 12/31/2023
     IVW3,507$263 12/31/2023
KKM Financial LLC3,500$263 12/31/2023
     IVW3,500$263 12/31/2023
M. Kraus & Co3,100$262 03/31/2024
     IVW3,100$262 03/31/2024
Core Wealth Management Inc.3,099$262 03/31/2024
     IVW3,099$262 03/31/2024
Burney Co.3,491$262 12/31/2023
     IVW3,491$262 12/31/2023
Westwood Holdings Group Inc.3,485$262 12/31/2023
     IVW3,485$262 12/31/2023
GAMMA Investing LLC3,096$261 03/31/2024
     IVW3,096$261 03/31/2024
Moloney Securities Asset Management LLC3,474$261 12/31/2023
     IVW3,474$261 12/31/2023
Pinnacle Wealth Planning Services Inc.3,473$261 12/31/2023
     IVW3,473$261 12/31/2023
Arkadios Wealth Advisors3,453$259 12/31/2023
     IVW3,453$259 12/31/2023
WealthPlan Investment Management LLC3,437$258 12/31/2023
     IVW3,437$258 12/31/2023
Oarsman Capital Inc.3,403$256 12/31/2023
     IVW3,403$256 12/31/2023
Regatta Capital Group LLC3,019$255 03/31/2024
     IVW3,019$255 03/31/2024
Stephenson National Bank & Trust3,009$254 03/31/2024
     IVW3,009$254 03/31/2024
RWM Asset Management LLC3,010$254 03/31/2024
     IVW3,010$254 03/31/2024
Leelyn Smith LLC3,368$253 12/31/2023
     IVW3,368$253 12/31/2023
180 Wealth Advisors LLC2,987$252 03/31/2024
     IVW2,987$252 03/31/2024
Eudaimonia Partners LLC2,981$252 03/31/2024
     IVW2,981$252 03/31/2024
The Manufacturers Life Insurance Company 3,360$252 12/31/2023
     IVW3,360$252 12/31/2023
L & S Advisors Inc3,355$252 12/31/2023
     IVW3,355$252 12/31/2023
Hutchens & Kramer Investment Management Group LLC3,341$251 12/31/2023
     IVW3,341$251 12/31/2023
PVG Asset Management Corp3,330$250 12/31/2023
     IVW3,330$250 12/31/2023
L.M. Kohn & Company2,952$249 03/31/2024
     IVW2,952$249 03/31/2024
Bluesphere Advisors LLC2,948$249 03/31/2024
     IVW2,948$249 03/31/2024
TCP Asset Management LLC2,943$249 03/31/2024
     IVW2,943$249 03/31/2024
Client 1ST Advisory Group LLC3,322$249 12/31/2023
     IVW3,322$249 12/31/2023
Chesapeake Wealth Management3,305$248 12/31/2023
     IVW3,305$248 12/31/2023
Stiles Financial Services Inc3,305$248 12/31/2023
     IVW3,305$248 12/31/2023
Monticello Wealth Management LLC2,926$247 03/31/2024
     IVW2,926$247 03/31/2024
Kayne Anderson Rudnick Investment Management LLC3,290$247 12/31/2023
     IVW3,290$247 12/31/2023
G2 Capital Management LLC OH3,288$247 12/31/2023
     IVW3,288$247 12/31/2023
Ruggaard & Associates LLC3,269$246 12/31/2023
     IVW3,269$246 12/31/2023
Mountain Capital Investment Advisors Inc2,900$244 03/31/2024
     IVW2,900$244 03/31/2024
Bremer Bank National Association2,895$244 03/31/2024
     IVW2,895$244 03/31/2024
Vision Capital Management Inc.3,222$242 12/31/2023
     IVW3,222$242 12/31/2023
SYM FINANCIAL Corp3,215$241 12/31/2023
     IVW3,215$241 12/31/2023
Proathlete Wealth Management LLC3,208$241 12/31/2023
     IVW3,208$241 12/31/2023
Paulson Wealth Management Inc.3,200$240 12/31/2023
     IVW3,200$240 12/31/2023
Cassady Schiller Wealth Management LLC3,186$239 12/31/2023
     IVW3,186$239 12/31/2023
Wedbush Securities Inc.3,170$238 12/31/2023
     IVW3,170$238 12/31/2023
LaFleur & Godfrey LLC2,792$236 03/31/2024
     IVW2,792$236 03/31/2024
Tortoise Investment Management LLC3,143$236 12/31/2023
     IVW3,143$236 12/31/2023
Aviance Capital Partners LLC2,781$235 03/31/2024
     IVW2,781$235 03/31/2024
Legacy Capital Group California Inc.3,126$235 12/31/2023
     IVW3,126$235 12/31/2023
Exchange Capital Management Inc.2,772$234 03/31/2024
     IVW2,772$234 03/31/2024
Onyx Bridge Wealth Group LLC3,090$232 12/31/2023
     IVW3,090$232 12/31/2023
Orgel Wealth Management LLC2,723$230 03/31/2024
     IVW2,723$230 03/31/2024
SkyOak Wealth LLC3,064$230 12/31/2023
     IVW3,064$230 12/31/2023
LGT Financial Advisors LLC3,062$230 12/31/2023
     IVW3,062$230 12/31/2023
PSI Advisors LLC2,712$229 03/31/2024
     IVW2,712$229 03/31/2024
Gillespie Robinson & Grimm Inc.2,695$228 03/31/2024
     IVW2,695$228 03/31/2024
Harbor Group Inc.2,686$227 03/31/2024
     IVW2,686$227 03/31/2024
Latitude Advisors LLC2,687$227 03/31/2024
     IVW2,687$227 03/31/2024
Avenue 1 Advisors LLC2,691$227 03/31/2024
     IVW2,691$227 03/31/2024
First American Trust FSB3,021$227 12/31/2023
     IVW3,021$227 12/31/2023
United Asset Strategies Inc.2,672$226 03/31/2024
     IVW2,672$226 03/31/2024
Genesee Capital Advisors LLC2,668$225 03/31/2024
     IVW2,668$225 03/31/2024
Truvestments Capital LLC3,000$225 12/31/2023
     IVW3,000$225 12/31/2023
1776 Wealth LLC3,000$225 12/31/2023
     IVW3,000$225 12/31/2023
Texas Capital Bancshares Inc. TX2,980$224 12/31/2023
     IVW2,980$224 12/31/2023
Quent Capital LLC2,951$222 12/31/2023
     IVW2,951$222 12/31/2023
Gordian Advisors LLC2,616$221 03/31/2024
     IVW2,616$221 03/31/2024
Cypress Capital Group2,929$220 12/31/2023
     IVW2,929$220 12/31/2023
Legacy Financial Strategies LLC2,596$219 03/31/2024
     IVW2,596$219 03/31/2024
Accurate Wealth Management LLC2,767$219 03/31/2024
     IVW2,767$219 03/31/2024
Acorn Financial Advisory Services Inc. ADV2,926$217 12/31/2023
     IVW2,926$217 12/31/2023
Diversified LLC2,889$217 12/31/2023
     IVW2,889$217 12/31/2023
Parsons Capital Management Inc. RI2,560$216 03/31/2024
     IVW2,560$216 03/31/2024
Pegasus Partners Ltd.2,540$214 03/31/2024
     IVW2,540$214 03/31/2024
Anderson Fisher LLC2,540$214 03/31/2024
     IVW2,540$214 03/31/2024
Investment Partners Asset Management Inc.2,518$213 03/31/2024
     IVW2,518$213 03/31/2024
B & T Capital Management DBA Alpha Capital Management2,522$213 03/31/2024
     IVW2,522$213 03/31/2024
Barr E S & Co.2,820$212 12/31/2023
     IVW2,820$212 12/31/2023
Rockbridge Investment Management LCC2,815$211 12/31/2023
     IVW2,815$211 12/31/2023
Quadcap Wealth Management LLC2,803$211 12/31/2023
     IVW2,803$211 12/31/2023
Osborne Partners Capital Management LLC2,485$210 03/31/2024
     IVW2,485$210 03/31/2024
BLB&B Advisors LLC2,486$210 03/31/2024
     IVW2,486$210 03/31/2024
Jag Capital Management LLC2,799$210 12/31/2023
     IVW2,799$210 12/31/2023
Relative Value Partners Group LLC2,797$210 12/31/2023
     IVW2,797$210 12/31/2023
Vident Advisory LLC2,800$210 12/31/2023
     IVW2,800$210 12/31/2023
Beverly Hills Private Wealth LLC2,798$210 12/31/2023
     IVW2,798$210 12/31/2023
Patten & Patten Inc. TN2,782$209 12/31/2023
     IVW2,782$209 12/31/2023
Vivaldi Capital Management LLC2,592$209 12/31/2023
     IVW2,592$209 12/31/2023
Unionview LLC2,777$209 12/31/2023
     IVW2,777$209 12/31/2023
Smith Moore & CO.2,774$208 12/31/2023
     IVW2,774$208 12/31/2023
Allred Capital Management LLC2,451$207 03/31/2024
     IVW2,451$207 03/31/2024
Galvin Gaustad & Stein LLC2,456$207 03/31/2024
     IVW2,456$207 03/31/2024
Tranquility Partners LLC2,760$207 12/31/2023
     IVW2,760$207 12/31/2023
Riverwater Partners LLC2,750$207 12/31/2023
     IVW2,750$207 12/31/2023
Becker Capital Management Inc.2,739$206 12/31/2023
     IVW2,739$206 12/31/2023
Fairview Capital Investment Management LLC2,737$206 12/31/2023
     IVW2,737$206 12/31/2023
Chemistry Wealth Management LLC2,427$205 03/31/2024
     IVW2,427$205 03/31/2024
Silverlake Wealth Management LLC2,424$205 03/31/2024
     IVW2,424$205 03/31/2024
Morris Retirement Advisors LLC2,733$205 12/31/2023
     IVW2,733$205 12/31/2023
Paradigm Strategies in Wealth Management LLC2,735$205 12/31/2023
     IVW2,735$205 12/31/2023
SP Asset Management LLC2,730$205 12/31/2023
     IVW2,730$205 12/31/2023
Fragasso Group Inc.2,414$204 03/31/2024
     IVW2,414$204 03/31/2024
Columbus Macro LLC2,412$204 03/31/2024
     IVW2,412$204 03/31/2024
Hilltop Holdings Inc.2,703$203 12/31/2023
     IVW2,703$203 12/31/2023
Twelve Points Wealth Management LLC2,376$201 03/31/2024
     IVW2,376$201 03/31/2024
Voisard Asset Management Group Inc.2,380$201 03/31/2024
     IVW2,380$201 03/31/2024
Atlantic Private Wealth LLC2,618$197 12/31/2023
     IVW2,618$197 12/31/2023
Crewe Advisors LLC2,526$190 12/31/2023
     IVW2,526$190 12/31/2023
Trust Co. of Vermont2,445$184 12/31/2023
     IVW2,445$184 12/31/2023
Coastal Investment Advisors Inc.2,160$182 03/31/2024
     IVW2,160$182 03/31/2024
Compass Wealth Management LLC2,158$182 03/31/2024
     IVW2,158$182 03/31/2024
Windsor Advisory Group LLC2,420$182 12/31/2023
     IVW2,420$182 12/31/2023
Perritt Capital Management Inc.2,359$177 12/31/2023
     IVW2,359$177 12/31/2023
Colonial Trust Co SC2,342$176 12/31/2023
     IVW2,342$176 12/31/2023
Bfsg LLC2,056$174 03/31/2024
     IVW2,056$174 03/31/2024
Oliver Lagore Vanvalin Investment Group2,255$169 12/31/2023
     IVW2,255$169 12/31/2023
Nalls Sherbakoff Group LLC2,220$167 12/31/2023
     IVW2,220$167 12/31/2023
Washington Trust Advisors Inc.2,182$164 12/31/2023
     IVW2,182$164 12/31/2023
Goodman Advisory Group LLC2,143$161 12/31/2023
     IVW2,143$161 12/31/2023
Atlantic Trust LLC2,053$154 12/31/2023
     IVW2,053$154 12/31/2023
Balentine LLC2,026$152 12/31/2023
     IVW2,026$152 12/31/2023
Asset Dedication LLC1,645$139 03/31/2024
     IVW1,645$139 03/31/2024
Lowe Wealth Advisors LLC1,648$139 03/31/2024
     IVW1,648$139 03/31/2024
TCTC Holdings LLC1,832$138 12/31/2023
     IVW1,832$138 12/31/2023
Cornerstone Planning Group LLC1,833$138 12/31/2023
     IVW1,833$138 12/31/2023
Strategic Investment Solutions Inc. IL1,805$136 12/31/2023
     IVW1,805$136 12/31/2023
NBC Securities Inc.1,573$132 03/31/2024
     IVW1,573$132 03/31/2024
Pittenger & Anderson Inc.1,735$130 12/31/2023
     IVW1,735$130 12/31/2023
Bangor Savings Bank1,530$129 03/31/2024
     IVW1,530$129 03/31/2024
Northwest Investment Counselors LLC1,524$129 03/31/2024
     IVW1,524$129 03/31/2024
First PREMIER Bank1,530$129 03/31/2024
     IVW1,530$129 03/31/2024
GeoWealth Management LLC1,721$129 12/31/2023
     IVW1,721$129 12/31/2023
Founders Financial Alliance LLC1,708$128 12/31/2023
     IVW1,708$128 12/31/2023
Amundi1,641$123 12/31/2023
     IVW1,641$123 12/31/2023
Cardiff Park Advisors LLC1,620$122 12/31/2023
     IVW1,620$122 12/31/2023
Founders Capital Management1,389$117 03/31/2024
     IVW1,389$117 03/31/2024
Addison Advisors LLC1,536$115 12/31/2023
     IVW1,536$115 12/31/2023
GoalVest Advisory LLC1,344$113 03/31/2024
     IVW1,344$113 03/31/2024
RFP Financial Group LLC1,500$113 12/31/2023
     IVW1,500$113 12/31/2023
Cardinal Strategic Wealth Guidance1,326$112 03/31/2024
     IVW1,326$112 03/31/2024
Red Tortoise LLC1,315$111 03/31/2024
     IVW1,315$111 03/31/2024
Aptus Capital Advisors LLC1,453$109 12/31/2023
     IVW1,453$109 12/31/2023
Indiana Trust & Investment Management CO1,282$108 03/31/2024
     IVW1,282$108 03/31/2024
PFS Partners LLC1,261$107 03/31/2024
     IVW1,261$107 03/31/2024
Retirement Group LLC1,427$107 12/31/2023
     IVW1,427$107 12/31/2023
AlphaMark Advisors LLC1,252$106 03/31/2024
     IVW1,252$106 03/31/2024
West Branch Capital LLC1,242$105 03/31/2024
     IVW1,242$105 03/31/2024
Massmutual Trust Co. FSB ADV1,200$101 03/31/2024
     IVW1,200$101 03/31/2024
JDM Financial Group LLC1,300$98 12/31/2023
     IVW1,300$98 12/31/2023
Core Wealth Advisors Inc.1,292$97 12/31/2023
     IVW1,292$97 12/31/2023
Insight Inv LLC1,280$96 12/31/2023
     IVW1,280$96 12/31/2023
FSA Wealth Management LLC1,180$89 12/31/2023
     IVW1,180$89 12/31/2023
Hobbs Group Advisors LLC1,116$84 12/31/2023
     IVW1,116$84 12/31/2023
Townsend Asset Management Corp NC ADV1,096$82 12/31/2023
     IVW1,096$82 12/31/2023
Vermillion & White Wealth Management Group LLC1,093$82 12/31/2023
     IVW1,093$82 12/31/2023
Milestone Investment Advisors LLC1,076$81 12/31/2023
     IVW1,076$81 12/31/2023
Concord Wealth Partners1,049$79 12/31/2023
     IVW1,049$79 12/31/2023
Chilton Capital Management LLC1,036$78 12/31/2023
     IVW1,036$78 12/31/2023
Semmax Financial Advisors Inc.973$78 12/31/2023
     IVW973$78 12/31/2023
Sugarloaf Wealth Management LLC908$77 03/31/2024
     IVW908$77 03/31/2024
Pin Oak Investment Advisors Inc.1,029$77 12/31/2023
     IVW1,029$77 12/31/2023
Castleview Partners LLC1,030$77 12/31/2023
     IVW1,030$77 12/31/2023
Ballast Advisors LLC1,029$77 12/31/2023
     IVW1,029$77 12/31/2023
Archer Investment Corp1,014$76 12/31/2023
     IVW1,014$76 12/31/2023
Anchor Investment Management LLC1,000$75 12/31/2023
     IVW1,000$75 12/31/2023
AlphaCore Capital LLC960$72 12/31/2023
     IVW960$72 12/31/2023
CoreFirst Bank & Trust956$72 12/31/2023
     IVW956$72 12/31/2023
Trifecta Capital Advisors LLC841$71 03/31/2024
     IVW841$71 03/31/2024
Armor Investment Advisors LLC826$70 03/31/2024
     IVW826$70 03/31/2024
Center for Financial Planning Inc.814$69 03/31/2024
     IVW814$69 03/31/2024
Rise Advisors LLC815$69 03/31/2024
     IVW815$69 03/31/2024
Motco920$69 12/31/2023
     IVW920$69 12/31/2023
Wetzel Investment Advisors Inc.835$68 03/31/2024
     IVW835$68 03/31/2024
Ambassador Advisors LLC838$67 12/31/2023
     IVW838$67 12/31/2023
Guardian Wealth Advisors LLC NC877$66 12/31/2023
     IVW877$66 12/31/2023
Cape Investment Advisory Inc.873$66 12/31/2023
     IVW873$66 12/31/2023
IAG Wealth Partners LLC735$62 03/31/2024
     IVW735$62 03/31/2024
VisionPoint Advisory Group LLC783$59 12/31/2023
     IVW783$59 12/31/2023
Evermay Wealth Management LLC759$57 12/31/2023
     IVW759$57 12/31/2023
Frazier Financial Advisors LLC752$56 12/31/2023
     IVW752$56 12/31/2023
Aspect Partners LLC720$54 12/31/2023
     IVW720$54 12/31/2023
Independence Bank of Kentucky632$53 03/31/2024
     IVW632$53 03/31/2024
Sawyer & Company Inc600$51 03/31/2024
     IVW600$51 03/31/2024
Wolff Wiese Magana LLC592$50 03/31/2024
     IVW592$50 03/31/2024
Tower Research Capital LLC TRC 669$50 12/31/2023
     IVW669$50 12/31/2023
Rice Partnership LLC668$50 12/31/2023
     IVW668$50 12/31/2023
Ruedi Wealth Management Inc.643$48 12/31/2023
     IVW643$48 12/31/2023
Newbridge Financial Services Group Inc.551$47 03/31/2024
     IVW551$47 03/31/2024
True Wealth Design LLC627$47 12/31/2023
     IVW627$47 12/31/2023
Annapolis Financial Services LLC550$46 03/31/2024
     IVW550$46 03/31/2024
Capital Investment Counsel Inc612$46 12/31/2023
     IVW612$46 12/31/2023
Headlands Technologies LLC610$46 12/31/2023
     IVW610$46 12/31/2023
Rain Capital Management LLC578$43 12/31/2023
     IVW578$43 12/31/2023
GPS Wealth Strategies Group LLC560$42 12/31/2023
     IVW560$42 12/31/2023
Westside Investment Management Inc.480$41 03/31/2024
     IVW480$41 03/31/2024
First Manhattan Co.540$41 12/31/2023
     IVW540$41 12/31/2023
Beaird Harris Wealth Management LLC550$41 12/31/2023
     IVW550$41 12/31/2023
Delos Wealth Advisors LLC530$40 12/31/2023
     IVW530$40 12/31/2023
First Pacific Financial460$39 03/31/2024
     IVW460$39 03/31/2024
Wall Street Access Asset Management LLC500$38 12/31/2023
     IVW500$38 12/31/2023
Northwest Financial Advisors509$38 12/31/2023
     IVW509$38 12/31/2023
Kozak & Associates Inc.467$35 12/31/2023
     IVW467$35 12/31/2023
Dunhill Financial LLC467$35 12/31/2023
     IVW467$35 12/31/2023
Ironwood Wealth Management LLC.403$34 03/31/2024
     IVW403$34 03/31/2024
C M Bidwell & Associates Ltd.452$34 12/31/2023
     IVW452$34 12/31/2023
Caitlin John LLC452$34 12/31/2023
     IVW452$34 12/31/2023
Provident Wealth Management LLC385$33 03/31/2024
     IVW385$33 03/31/2024
PrairieView Partners LLC444$33 12/31/2023
     IVW444$33 12/31/2023
Element Wealth LLC438$33 12/31/2023
     IVW438$33 12/31/2023
Life Planning Partners Inc424$32 12/31/2023
     IVW424$32 12/31/2023
Rosenberg Matthew Hamilton364$31 03/31/2024
     IVW364$31 03/31/2024
Russell Investments Group Ltd.391$29 12/31/2023
     IVW391$29 12/31/2023
Goodwin Investment Advisory391$29 12/31/2023
     IVW391$29 12/31/2023
Financial Connections Group Inc.380$28 12/31/2023
     IVW380$28 12/31/2023
WASHINGTON TRUST Co300$25 03/31/2024
     IVW300$25 03/31/2024
Wiser Advisor Group LLC334$25 12/31/2023
     IVW334$25 12/31/2023
Ogorek Anthony Joseph NY ADV328$24 12/31/2023
     IVW328$24 12/31/2023
Providence Capital Advisors LLC324$24 12/31/2023
     IVW324$24 12/31/2023
Avondale Wealth Management278$23 03/31/2024
     IVW278$23 03/31/2024
Migdal Insurance & Financial Holdings Ltd.300$23 12/31/2023
     IVW300$23 12/31/2023
Institutional & Family Asset Management LLC300$23 12/31/2023
     IVW300$23 12/31/2023
McIlrath & Eck LLC306$23 12/31/2023
     IVW306$23 12/31/2023
Vima LLC300$23 12/31/2023
     IVW300$23 12/31/2023
HighMark Wealth Management LLC281$21 12/31/2023
     IVW281$21 12/31/2023
CarsonAllaria Wealth Management Ltd.275$21 12/31/2023
     IVW275$21 12/31/2023
Davis Capital Management231$20 03/31/2024
     IVW231$20 03/31/2024
DecisionPoint Financial LLC265$20 12/31/2023
     IVW265$20 12/31/2023
Fortis Advisors LLC247$19 12/31/2023
     IVW247$19 12/31/2023
O Dell Group LLC244$18 12/31/2023
     IVW244$18 12/31/2023
Morling Financial Advisors LLC234$18 12/31/2023
     IVW234$18 12/31/2023
Versant Capital Management Inc200$17 03/31/2024
     IVW200$17 03/31/2024
Creative Capital Management Investments LLC200$17 03/31/2024
     IVW200$17 03/31/2024
Harel Insurance Investments & Financial Services Ltd.220$17 12/31/2023
     IVW220$17 12/31/2023
Macroview Investment Management LLC228$17 12/31/2023
     IVW228$17 12/31/2023
Toth Financial Advisory Corp189$16 03/31/2024
     IVW189$16 03/31/2024
DB Wealth Management Group LLC219$16 12/31/2023
     IVW219$16 12/31/2023
Basso Capital Management L.P.201$15 12/31/2023
     IVW201$15 12/31/2023
Quintet Private Bank Europe S.A.175$13 12/31/2023
     IVW175$13 12/31/2023
Creekmur Asset Management LLC178$13 12/31/2023
     IVW178$13 12/31/2023
NewSquare Capital LLC156$12 12/31/2023
     IVW156$12 12/31/2023
Avion Wealth156$12 12/31/2023
     IVW156$12 12/31/2023
Provence Wealth Management Group163$12 12/31/2023
     IVW163$12 12/31/2023
Kiely Wealth Advisory Group Inc.149$12 12/31/2023
     IVW149$12 12/31/2023
ST Germain D J Co. Inc.133$11 03/31/2024
     IVW133$11 03/31/2024
First United Bank Trust140$11 12/31/2023
     IVW140$11 12/31/2023
Eukles Asset Management148$11 12/31/2023
     IVW148$11 12/31/2023
Missouri Trust & Investment Co142$11 12/31/2023
     IVW142$11 12/31/2023
Nemes Rush Group LLC145$11 12/31/2023
     IVW145$11 12/31/2023
Loomis Sayles & Co. L P137$10 12/31/2023
     IVW137$10 12/31/2023
Field & Main Bank128$10 12/31/2023
     IVW128$10 12/31/2023
Hexagon Capital Partners LLC105$9 03/31/2024
     IVW105$9 03/31/2024
Ables Iannone Moore & Associates Inc.105$8 12/31/2023
     IVW105$8 12/31/2023
JJJ Advisors Inc.88$7 03/31/2024
     IVW88$7 03/31/2024
Nvwm LLC97$7 12/31/2023
     IVW97$7 12/31/2023
Christopher J. Hasenberg Inc73$6 03/31/2024
     IVW73$6 03/31/2024
Resources Management Corp CT ADV75$6 12/31/2023
     IVW75$6 12/31/2023
Richard W. Paul & Associates LLC76$6 12/31/2023
     IVW76$6 12/31/2023
Webster Bank N. A.49$4 03/31/2024
     IVW49$4 03/31/2024
City State Bank43$4 03/31/2024
     IVW43$4 03/31/2024
Register Financial Advisors LLC53$4 03/31/2024
     IVW53$4 03/31/2024
Thompson Investment Management Inc.39$3 03/31/2024
     IVW39$3 03/31/2024
Howe & Rusling Inc.44$3 12/31/2023
     IVW44$3 12/31/2023
Caldwell Sutter Capital Inc.21$2 03/31/2024
     IVW21$2 03/31/2024
DHJJ Financial Advisors Ltd.28$2 03/31/2024
     IVW28$2 03/31/2024
Paladin Advisory Group LLC20$2 12/31/2023
     IVW20$2 12/31/2023
Impact Partnership Wealth LLC28$2 12/31/2023
     IVW28$2 12/31/2023
Arcadia Investment Management Corp MI10$1 03/31/2024
     IVW10$1 03/31/2024
M&R Capital Management Inc.15$1 03/31/2024
     IVW15$1 03/31/2024
Iron Horse Wealth Management LLC9$1 03/31/2024
     IVW9$1 03/31/2024
Piscataqua Savings Bank1$0 03/31/2024
     IVW1$0 03/31/2024
Belvedere Trading LLC $-51 12/31/2023
     Put2,000$150 12/31/2023
     Call1,300$98 12/31/2023
     IVW8$1 12/31/2023
Mendel Money Management $-387,516 12/31/2023
     Put5,160$387,516 12/31/2023
Curated Wealth Partners LLC7,965$-672,565 03/31/2024
     Put7,965$672,565 03/31/2024

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

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