Holdings Channel
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Funds Holding FIW

On this page, we present all of the funds holding FIW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FIW, with a link to that fund's top holdings. The next columns indicate the amount of FIW stock held by each of the funds holding FIW, followed by the FIW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 252 funds holding FIW within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding FIW), click the fund name in the "Holder" column of the funds-holding-FIW table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,106,736$104,917 12/31/2023
     FIW1,106,736$104,917 12/31/2023
LPL Financial LLC594,202$56,329 12/31/2023
     FIW594,202$56,329 12/31/2023
Wells Fargo & Company MN466,293$44,204 12/31/2023
     FIW466,293$44,204 12/31/2023
Bank of America Corp DE359,111$34,043 12/31/2023
     FIW359,111$34,043 12/31/2023
Commonwealth Equity Services LLC302,766$30,912 03/31/2024
     FIW302,766$30,912 03/31/2024
UBS Group AG308,281$29,224 12/31/2023
     FIW308,281$29,224 12/31/2023
Global Assets Advisory LLC263,380$26,891 03/31/2024
     FIW263,380$26,891 03/31/2024
Royal Bank of Canada177,959$16,870 12/31/2023
     FIW177,959$16,870 12/31/2023
1832 Asset Management L.P.175,599$16,646 12/31/2023
     FIW175,599$16,646 12/31/2023
Envestnet Asset Management Inc.172,116$16,316 12/31/2023
     FIW172,116$16,316 12/31/2023
Stifel Financial Corp170,239$16,139 12/31/2023
     FIW170,239$16,139 12/31/2023
Advisor Group Holdings Inc.162,062$15,366 12/31/2023
     FIW162,062$15,366 12/31/2023
Polianta Ltd143,900$14,692 03/31/2024
     FIW143,900$14,692 03/31/2024
SRS Capital Advisors Inc.129,056$12,234 12/31/2023
     FIW129,056$12,234 12/31/2023
Bank Hapoalim BM110,344$11,266 03/31/2024
     FIW110,344$11,266 03/31/2024
Raymond James Financial Services Advisors Inc.107,862$11,013 03/31/2024
     FIW107,862$11,013 03/31/2024
Ameriprise Financial Inc.111,499$10,566 12/31/2023
     FIW111,499$10,566 12/31/2023
National Bank of Canada FI106,359$10,005 12/31/2023
     FIW106,359$10,005 12/31/2023
Clearwater Capital Advisors LLC104,001$9,859 12/31/2023
     FIW104,001$9,859 12/31/2023
Truist Financial Corp98,741$9,360 12/31/2023
     FIW98,741$9,360 12/31/2023
Raymond James & Associates90,451$9,235 03/31/2024
     FIW90,451$9,235 03/31/2024
Cambridge Investment Research Advisors Inc.83,271$8,502 03/31/2024
     FIW83,271$8,502 03/31/2024
US Bancorp DE81,626$7,738 12/31/2023
     FIW81,626$7,738 12/31/2023
Cetera Investment Advisers80,538$7,635 12/31/2023
     FIW80,538$7,635 12/31/2023
Private Advisor Group LLC70,155$7,163 03/31/2024
     FIW70,155$7,163 03/31/2024
Kestra Advisory Services LLC65,622$6,221 12/31/2023
     FIW65,622$6,221 12/31/2023
Money Design Co. Ltd.56,811$5,800 03/31/2024
     FIW56,811$5,800 03/31/2024
JPMorgan Chase & Co.51,410$4,874 12/31/2023
     FIW51,410$4,874 12/31/2023
White Pine Investment CO47,559$4,856 03/31/2024
     FIW47,559$4,856 03/31/2024
Oppenheimer & Co. Inc.45,482$4,312 12/31/2023
     FIW45,482$4,312 12/31/2023
Mainsail Financial Group LLC42,142$4,303 03/31/2024
     FIW42,142$4,303 03/31/2024
Stegent Equity Advisors Inc.41,829$4,271 03/31/2024
     FIW41,829$4,271 03/31/2024
Gladstone Institutional Advisory LLC44,845$4,251 12/31/2023
     FIW44,845$4,251 12/31/2023
Mariner LLC44,049$4,176 12/31/2023
     FIW44,049$4,176 12/31/2023
Personal Resources Investment & Strategic Management Inc.40,039$4,088 03/31/2024
     FIW40,039$4,088 03/31/2024
MML Investors Services LLC41,517$3,936 12/31/2023
     FIW41,517$3,936 12/31/2023
Avantax Advisory Services Inc.41,380$3,923 12/31/2023
     FIW41,380$3,923 12/31/2023
Benjamin F. Edwards & Company Inc.37,424$3,821 03/31/2024
     FIW37,424$3,821 03/31/2024
Steward Partners Investment Advisory LLC37,181$3,525 12/31/2023
     FIW37,181$3,525 12/31/2023
Citadel Advisors LLC36,850$3,493 12/31/2023
     FIW36,850$3,493 12/31/2023
Susquehanna International Group LLP $3,387 12/31/2023
     FIW31,733$3,008 12/31/2023
     Call4,000$379 12/31/2023
Raab & Moskowitz Asset Management LLC33,256$3,153 12/31/2023
     FIW33,256$3,153 12/31/2023
LexAurum Advisors LLC30,509$3,115 03/31/2024
     FIW30,509$3,115 03/31/2024
Chicago Partners Investment Group LLC30,796$3,082 03/31/2024
     FIW30,796$3,082 03/31/2024
Bank of Montreal Can32,184$3,074 12/31/2023
     FIW32,184$3,074 12/31/2023
Integrated Wealth Concepts LLC31,822$3,017 12/31/2023
     FIW31,822$3,017 12/31/2023
Florin Court Capital LLP30,300$2,872 12/31/2023
     FIW30,300$2,872 12/31/2023
Wealthcare Advisory Partners LLC27,183$2,775 03/31/2024
     FIW27,183$2,775 03/31/2024
Modera Wealth Management LLC27,018$2,561 12/31/2023
     FIW27,018$2,561 12/31/2023
HighTower Advisors LLC26,891$2,543 12/31/2023
     FIW26,891$2,543 12/31/2023
Northwestern Mutual Wealth Management Co.24,910$2,361 12/31/2023
     FIW24,910$2,361 12/31/2023
Strategic Blueprint LLC23,055$2,354 03/31/2024
     FIW23,055$2,354 03/31/2024
Claudia M.P. Batlle CRP R LLC24,226$2,297 12/31/2023
     FIW24,226$2,297 12/31/2023
GWM Advisors LLC24,313$2,270 12/31/2023
     FIW24,313$2,270 12/31/2023
Arthur M. Cohen & Associates LLC22,101$2,257 03/31/2024
     FIW22,101$2,257 03/31/2024
Stratos Wealth Advisors LLC22,033$2,250 03/31/2024
     FIW22,033$2,250 03/31/2024
Mascoma Wealth Management LLC23,308$2,210 12/31/2023
     FIW23,308$2,210 12/31/2023
Flow Traders U.S. LLC22,507$2,134 12/31/2023
     FIW22,507$2,134 12/31/2023
M Holdings Securities Inc.22,362$2,120 12/31/2023
     FIW22,362$2,120 12/31/2023
Fiduciary Trust Co.20,950$1,986 12/31/2023
     FIW20,950$1,986 12/31/2023
Davis Investment Partners LLC19,729$1,966 03/31/2024
     FIW19,729$1,966 03/31/2024
Stonebridge Financial Planning Group LLC20,449$1,939 12/31/2023
     FIW20,449$1,939 12/31/2023
Comerica Bank19,586$1,857 12/31/2023
     FIW19,586$1,857 12/31/2023
Acorn Wealth Advisors LLC17,862$1,824 03/31/2024
     FIW17,862$1,824 03/31/2024
Janney Montgomery Scott LLC17,127$1,749 03/31/2024
     FIW17,127$1,749 03/31/2024
Ameritas Advisory Services LLC17,896$1,704 12/31/2023
     FIW17,896$1,704 12/31/2023
Sfmg LLC17,268$1,637 12/31/2023
     FIW17,268$1,637 12/31/2023
Financial Enhancement Group LLC16,409$1,614 03/31/2024
     FIW16,409$1,614 03/31/2024
Prime Capital Investment Advisors LLC16,748$1,588 12/31/2023
     FIW16,748$1,588 12/31/2023
Moors & Cabot Inc.16,475$1,562 12/31/2023
     FIW16,475$1,562 12/31/2023
Kesler Norman & Wride LLC14,751$1,506 03/31/2024
     FIW14,751$1,506 03/31/2024
CIBC World Markets Inc.15,715$1,490 12/31/2023
     FIW15,715$1,490 12/31/2023
D.A. Davidson & CO.15,650$1,484 12/31/2023
     FIW15,650$1,484 12/31/2023
Cutter & CO Brokerage Inc.13,616$1,390 03/31/2024
     FIW13,616$1,390 03/31/2024
Sigma Planning Corp14,599$1,384 12/31/2023
     FIW14,599$1,384 12/31/2023
TAP Consulting LLC13,442$1,372 03/31/2024
     FIW13,442$1,372 03/31/2024
Nilsine Partners LLC13,138$1,341 03/31/2024
     FIW13,138$1,341 03/31/2024
Cozad Asset Management Inc.13,998$1,327 12/31/2023
     FIW13,998$1,327 12/31/2023
WMG Financial Advisors LLC13,842$1,312 12/31/2023
     FIW13,842$1,312 12/31/2023
Baird Financial Group Inc.13,810$1,309 12/31/2023
     FIW13,810$1,309 12/31/2023
Bridge Advisory LLC12,131$1,239 03/31/2024
     FIW12,131$1,239 03/31/2024
Outlook Wealth Advisors LLC12,031$1,228 03/31/2024
     FIW12,031$1,228 03/31/2024
Atria Wealth Solutions Inc.12,779$1,211 12/31/2023
     FIW12,779$1,211 12/31/2023
Baker Tilly Financial LLC12,418$1,177 12/31/2023
     FIW12,418$1,177 12/31/2023
Tocqueville Asset Management L.P.12,305$1,166 12/31/2023
     FIW12,305$1,166 12/31/2023
Cetera Advisor Networks LLC12,203$1,157 12/31/2023
     FIW12,203$1,157 12/31/2023
Signature Securities Group Corporation11,054$1,129 03/31/2024
     FIW11,054$1,129 03/31/2024
Cetera Advisors LLC11,904$1,128 12/31/2023
     FIW11,904$1,128 12/31/2023
Goldman Sachs Group Inc.11,797$1,118 12/31/2023
     FIW11,797$1,118 12/31/2023
Wade G W & Inc.11,594$1,099 12/31/2023
     FIW11,594$1,099 12/31/2023
Stratos Wealth Partners LTD.10,718$1,094 03/31/2024
     FIW10,718$1,094 03/31/2024
Corrado Advisors LLC11,282$1,070 12/31/2023
     FIW11,282$1,070 12/31/2023
Cedar Brook Financial Partners LLC10,433$1,065 03/31/2024
     FIW10,433$1,065 03/31/2024
Virtue Capital Management LLC11,233$1,029 12/31/2023
     FIW11,233$1,029 12/31/2023
Granger Management LLC10,691$1,013 12/31/2023
     FIW10,691$1,013 12/31/2023
MTM Investment Management LLC9,580$978 03/31/2024
     FIW9,580$978 03/31/2024
Summit Financial LLC9,525$972 03/31/2024
     FIW9,525$972 03/31/2024
National Asset Management Inc.10,188$966 12/31/2023
     FIW10,188$966 12/31/2023
U.S. Capital Wealth Advisors LLC10,070$955 12/31/2023
     FIW10,070$955 12/31/2023
Clear Creek Financial Management LLC9,257$945 03/31/2024
     FIW9,257$945 03/31/2024
Oder Investment Management LLC9,869$936 12/31/2023
     FIW9,869$936 12/31/2023
PFG Advisors9,738$923 12/31/2023
     FIW9,738$923 12/31/2023
CWM LLC8,769$895 03/31/2024
     FIW8,769$895 03/31/2024
Atomi Financial Group Inc.9,399$891 12/31/2023
     FIW9,399$891 12/31/2023
Beck Bode LLC9,089$862 12/31/2023
     FIW9,089$862 12/31/2023
Ausdal Financial Partners Inc.8,259$843 03/31/2024
     FIW8,259$843 03/31/2024
International Assets Investment Management LLC7,417$751 03/31/2024
     FIW7,417$751 03/31/2024
Flagship Harbor Advisors LLC7,216$737 03/31/2024
     FIW7,216$737 03/31/2024
Nova R Wealth Inc.7,032$718 03/31/2024
     FIW7,032$718 03/31/2024
AE Wealth Management LLC7,607$702 12/31/2023
     FIW7,607$702 12/31/2023
CoreCap Advisors LLC7,339$696 12/31/2023
     FIW7,339$696 12/31/2023
Householder Group Estate & Retirement Specialist LLC7,255$687 12/31/2023
     FIW7,255$687 12/31/2023
Harbour Investments Inc.7,096$673 12/31/2023
     FIW7,096$673 12/31/2023
Western Wealth Management LLC7,102$673 12/31/2023
     FIW7,102$673 12/31/2023
Prudential Financial Inc.7,061$669 12/31/2023
     FIW7,061$669 12/31/2023
Cornerstone Wealth Management LLC6,534$667 03/31/2024
     FIW6,534$667 03/31/2024
Advisory Services Network LLC7,018$665 12/31/2023
     FIW7,018$665 12/31/2023
Apeiron RIA LLC6,344$648 03/31/2024
     FIW6,344$648 03/31/2024
Financial Advocates Investment Management6,171$630 03/31/2024
     FIW6,171$630 03/31/2024
DAVENPORT & Co LLC6,604$626 12/31/2023
     FIW6,604$626 12/31/2023
Measured Wealth Private Client Group LLC6,112$624 03/31/2024
     FIW6,112$624 03/31/2024
Assetmark Inc.6,428$609 12/31/2023
     FIW6,428$609 12/31/2023
Prospera Financial Services Inc6,404$607 12/31/2023
     FIW6,404$607 12/31/2023
Relyea Zuckerberg Hanson LLC5,902$603 03/31/2024
     FIW5,902$603 03/31/2024
Wealth Effects LLC5,777$590 03/31/2024
     FIW5,777$590 03/31/2024
Trinity Legacy Partners LLC5,607$572 03/31/2024
     FIW5,607$572 03/31/2024
Citigroup Inc.5,922$561 12/31/2023
     FIW5,922$561 12/31/2023
Wsfs Capital Management LLC5,897$559 12/31/2023
     FIW5,897$559 12/31/2023
Global Retirement Partners LLC5,285$540 03/31/2024
     FIW5,285$540 03/31/2024
NBC Securities Inc.5,152$526 03/31/2024
     FIW5,152$526 03/31/2024
PFG Investments LLC5,145$525 03/31/2024
     FIW5,145$525 03/31/2024
Arkadios Wealth Advisors4,966$507 03/31/2024
     FIW4,966$507 03/31/2024
NBT Bank N A NY4,763$486 03/31/2024
     FIW4,763$486 03/31/2024
First Heartland Consultants Inc.5,082$482 12/31/2023
     FIW5,082$482 12/31/2023
Creative Planning5,003$474 12/31/2023
     FIW5,003$474 12/31/2023
Walkner Condon Financial Advisors LLC4,507$460 03/31/2024
     FIW4,507$460 03/31/2024
Cedrus LLC4,434$453 03/31/2024
     FIW4,434$453 03/31/2024
Equitable Holdings Inc.4,669$443 12/31/2023
     FIW4,669$443 12/31/2023
Selective Wealth Management Inc.4,248$423 03/31/2024
     FIW4,248$423 03/31/2024
Gateway Wealth Partners LLC4,448$422 12/31/2023
     FIW4,448$422 12/31/2023
Wedbush Securities Inc.4,427$420 12/31/2023
     FIW4,427$420 12/31/2023
Interactive Financial Advisors4,410$418 12/31/2023
     FIW4,410$418 12/31/2023
Annis Gardner Whiting Capital Advisors LLC4,398$417 12/31/2023
     FIW4,398$417 12/31/2023
Snowden Capital Advisors LLC4,375$415 12/31/2023
     FIW4,375$415 12/31/2023
FMR LLC4,356$413 12/31/2023
     FIW4,356$413 12/31/2023
Kingsview Wealth Management LLC4,250$403 12/31/2023
     FIW4,250$403 12/31/2023
Paragon Private Wealth Management LLC4,251$403 12/31/2023
     FIW4,251$403 12/31/2023
Garden State Investment Advisory Services LLC4,140$392 12/31/2023
     FIW4,140$392 12/31/2023
Meitav Dash Investments Ltd.3,800$388 03/31/2024
     FIW3,800$388 03/31/2024
Nations Financial Group Inc. IA ADV3,790$387 03/31/2024
     FIW3,790$387 03/31/2024
TruWealth Advisors LLC3,795$387 03/31/2024
     FIW3,795$387 03/31/2024
Orion Portfolio Solutions LLC4,119$381 12/31/2023
     FIW4,119$381 12/31/2023
Tradition Wealth Management LLC3,993$379 12/31/2023
     FIW3,993$379 12/31/2023
Brown Advisory Inc.3,666$374 03/31/2024
     FIW3,666$374 03/31/2024
Arkansas Financial Group Inc.3,481$355 03/31/2024
     FIW3,481$355 03/31/2024
KFG Wealth Management LLC3,480$355 03/31/2024
     FIW3,480$355 03/31/2024
Two Sigma Investments LP3,700$351 12/31/2023
     FIW3,700$351 12/31/2023
Savvy Advisors Inc.3,611$342 12/31/2023
     FIW3,611$342 12/31/2023
Aprio Wealth Management LLC3,340$341 03/31/2024
     FIW3,340$341 03/31/2024
Jacobi Capital Management LLC3,600$341 12/31/2023
     FIW3,600$341 12/31/2023
Princeton Global Asset Management LLC3,300$337 03/31/2024
     FIW3,300$337 03/31/2024
Wealth Enhancement Advisory Services LLC3,096$316 03/31/2024
     FIW3,096$316 03/31/2024
Gallagher Fiduciary Advisors LLC3,327$315 12/31/2023
     FIW3,327$315 12/31/2023
Fifth Third Securities Inc.3,018$308 03/31/2024
     FIW3,018$308 03/31/2024
MinichMacGregor Wealth Management LLC2,928$297 03/31/2024
     FIW2,928$297 03/31/2024
Focus Financial Network Inc. ADV3,050$289 12/31/2023
     FIW3,050$289 12/31/2023
Principal Securities Inc.2,943$279 12/31/2023
     FIW2,943$279 12/31/2023
Commonwealth Financial Services LLC2,892$274 12/31/2023
     FIW2,892$274 12/31/2023
AFG Fiduciary Services Limited Partnership2,677$272 03/31/2024
     FIW2,677$272 03/31/2024
GPS Wealth Strategies Group LLC2,648$270 03/31/2024
     FIW2,648$270 03/31/2024
Pacific Sun Financial Corp2,797$265 12/31/2023
     FIW2,797$265 12/31/2023
Mason & Associates Inc2,590$264 03/31/2024
     FIW2,590$264 03/31/2024
Envestnet Portfolio Solutions Inc.2,757$261 12/31/2023
     FIW2,757$261 12/31/2023
ARQ Wealth Advisors LLC2,707$257 12/31/2023
     FIW2,707$257 12/31/2023
Captrust Financial Advisors2,675$254 12/31/2023
     FIW2,675$254 12/31/2023
Dash Acquisitions Inc.2,606$252 03/31/2024
     FIW2,606$252 03/31/2024
Main Street Financial Solutions LLC2,372$242 03/31/2024
     FIW2,372$242 03/31/2024
Golden State Equity Partners2,545$241 12/31/2023
     FIW2,545$241 12/31/2023
Trivant Custom Portfolio Group LLC2,315$236 03/31/2024
     FIW2,315$236 03/31/2024
Calton & Associates Inc.2,251$230 03/31/2024
     FIW2,251$230 03/31/2024
Great Diamond Partners LLC2,428$230 12/31/2023
     FIW2,428$230 12/31/2023
Private Trust Co. NA2,230$228 03/31/2024
     FIW2,230$228 03/31/2024
Accel Wealth Management2,200$225 03/31/2024
     FIW2,200$225 03/31/2024
Brandywine Oak Private Wealth LLC2,358$224 12/31/2023
     FIW2,358$224 12/31/2023
Sonoma Private Wealth LLC2,356$223 12/31/2023
     FIW2,356$223 12/31/2023
Tower Research Capital LLC TRC 2,341$222 12/31/2023
     FIW2,341$222 12/31/2023
SILVER OAK SECURITIES Inc2,328$221 12/31/2023
     FIW2,328$221 12/31/2023
Ignite Planners LLC2,167$220 03/31/2024
     FIW2,167$220 03/31/2024
The PNC Financial Services Group Inc.2,318$220 12/31/2023
     FIW2,318$220 12/31/2023
Smithfield Trust Co.2,274$216 12/31/2023
     FIW2,274$216 12/31/2023
Lincoln National Corp2,233$212 12/31/2023
     FIW2,233$212 12/31/2023
Cherry Creek Investment Advisors Inc.2,033$208 03/31/2024
     FIW2,033$208 03/31/2024
Claro Advisors LLC1,967$201 03/31/2024
     FIW1,967$201 03/31/2024
Bremer Bank National Association1,964$201 03/31/2024
     FIW1,964$201 03/31/2024
Partnership Wealth Management LLC1,686$172 03/31/2024
     FIW1,686$172 03/31/2024
Parallel Advisors LLC1,700$161 12/31/2023
     FIW1,700$161 12/31/2023
Riggs Asset Managment Co. Inc.1,539$146 12/31/2023
     FIW1,539$146 12/31/2023
Accordant Advisory Group Inc1,415$144 03/31/2024
     FIW1,415$144 03/31/2024
TD Waterhouse Canada Inc.1,488$137 12/31/2023
     FIW1,488$137 12/31/2023
Proequities Inc.1,197$122 03/31/2024
     FIW1,197$122 03/31/2024
Whittier Trust Co.1,253$119 12/31/2023
     FIW1,253$119 12/31/2023
AdvisorNet Financial Inc1,142$117 03/31/2024
     FIW1,142$117 03/31/2024
Financial Perspectives Inc1,134$116 03/31/2024
     FIW1,134$116 03/31/2024
Allworth Financial LP1,047$107 03/31/2024
     FIW1,047$107 03/31/2024
BOKF NA915$87 12/31/2023
     FIW915$87 12/31/2023
Halpern Financial Inc.810$82 03/31/2024
     FIW810$82 03/31/2024
Clearstead Advisors LLC823$78 12/31/2023
     FIW823$78 12/31/2023
Salem Investment Counselors Inc.650$66 03/31/2024
     FIW650$66 03/31/2024
Whittier Trust Co. of Nevada Inc.687$65 12/31/2023
     FIW687$65 12/31/2023
First Pacific Financial595$61 03/31/2024
     FIW595$61 03/31/2024
Resurgent Financial Advisors LLC489$46 12/31/2023
     FIW489$46 12/31/2023
Impact Partnership Wealth LLC476$45 12/31/2023
     FIW476$45 12/31/2023
Evolution Advisers Inc.456$43 12/31/2023
     FIW456$43 12/31/2023
Migdal Insurance & Financial Holdings Ltd.405$41 03/31/2024
     FIW405$41 03/31/2024
Raleigh Capital Management Inc.397$38 12/31/2023
     FIW397$38 12/31/2023
SOA Wealth Advisors LLC.356$36 03/31/2024
     FIW356$36 03/31/2024
Provence Wealth Management Group340$32 12/31/2023
     FIW340$32 12/31/2023
Tyler Stone Wealth Management330$31 12/31/2023
     FIW330$31 12/31/2023
Fifth Third Bancorp286$29 03/31/2024
     FIW286$29 03/31/2024
Bartlett & Co. LLC300$29 12/31/2023
     FIW300$29 12/31/2023
Bartlett & CO. Wealth Management LLC300$29 12/31/2023
     FIW300$29 12/31/2023
ICA Group Wealth Management LLC284$27 12/31/2023
     FIW284$27 12/31/2023
Dunhill Financial LLC265$25 12/31/2023
     FIW265$25 12/31/2023
Scarborough Advisors LLC250$24 12/31/2023
     FIW250$24 12/31/2023
Operose Advisors LLC250$24 12/31/2023
     FIW250$24 12/31/2023
Geneos Wealth Management Inc.237$22 12/31/2023
     FIW237$22 12/31/2023
Richard W. Paul & Associates LLC210$20 12/31/2023
     FIW210$20 12/31/2023
Spire Wealth Management189$19 03/31/2024
     FIW189$19 03/31/2024
Emfo LLC205$19 12/31/2023
     FIW205$19 12/31/2023
Cape Investment Advisory Inc.203$19 12/31/2023
     FIW203$19 12/31/2023
Cranbrook Wealth Management LLC180$18 03/31/2024
     FIW180$18 03/31/2024
Larson Financial Group LLC169$16 12/31/2023
     FIW169$16 12/31/2023
Trust Co. of Vermont150$14 12/31/2023
     FIW150$14 12/31/2023
Davis Capital Management115$12 03/31/2024
     FIW115$12 03/31/2024
Pacific Center for Financial Services123$12 12/31/2023
     FIW123$12 12/31/2023
AlphaMark Advisors LLC100$10 03/31/2024
     FIW100$10 03/31/2024
PFS Partners LLC95$10 03/31/2024
     FIW95$10 03/31/2024
Montag A & Associates Inc.108$10 12/31/2023
     FIW108$10 12/31/2023
IFP Advisors Inc108$10 12/31/2023
     FIW108$10 12/31/2023
Oliver Lagore Vanvalin Investment Group81$8 12/31/2023
     FIW81$8 12/31/2023
Key Financial Inc70$7 03/31/2024
     FIW70$7 03/31/2024
Blair William & Co. IL76$7 12/31/2023
     FIW76$7 12/31/2023
Archer Investment Corp79$7 12/31/2023
     FIW79$7 12/31/2023
Farmers & Merchants Investments Inc.55$6 03/31/2024
     FIW55$6 03/31/2024
AllSquare Wealth Management LLC50$5 12/31/2023
     FIW50$5 12/31/2023
Ronald Blue Trust Inc.43$4 03/31/2024
     FIW43$4 03/31/2024
North Star Investment Management Corp.31$3 03/31/2024
     FIW31$3 03/31/2024
Glass Jacobson Investment Advisors llc21$2 03/31/2024
     FIW21$2 03/31/2024
Creative Financial Designs Inc. ADV12$1 03/31/2024
     FIW12$1 03/31/2024
Coppell Advisory Solutions LLC15$1 12/31/2023
     FIW15$1 12/31/2023
Creekmur Asset Management LLC10$1 12/31/2023
     FIW10$1 12/31/2023
Lindbrook Capital LLC1$0 03/31/2024
     FIW1$0 03/31/2024
Caitlin John LLC2$0 12/31/2023
     FIW2$0 12/31/2023

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

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