On this page, we present all of the funds holding IWB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IWB, with a link to that fund's top holdings. The next columns indicate the amount of IWB stock held by each of the funds holding IWB, followed by the IWB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1184 funds holding IWB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by TFO TDC LLC. For more details on the positions held by TFO TDC LLC (or by any of the other funds holding IWB), click the fund name in the "Holder" column of the funds-holding-IWB table below.

Holder	Amount	Position Size ($ in 1000's)	As of
TFO TDC LLC	90,873	$23,726,010	12/31/2023
IWB	90,873	$23,726,010	12/31/2023
FMR LLC	10,442,803	$2,738,729	12/31/2023
IWB	10,442,803	$2,738,729	12/31/2023
Jones Financial Companies Lllp	8,379,815	$2,197,690	12/31/2023
IWB	8,379,815	$2,197,690	12/31/2023
Envestnet Asset Management Inc.	4,512,821	$1,183,533	12/31/2023
IWB	4,512,821	$1,183,533	12/31/2023
BlackRock Inc.	4,014,590	$1,052,866	12/31/2023
IWB	4,014,590	$1,052,866	12/31/2023
Bank of America Corp DE	3,765,132	$987,444	12/31/2023
IWB	3,765,132	$987,444	12/31/2023
M&T Bank Corp	2,954,718	$774,904	12/31/2023
IWB	2,954,718	$774,904	12/31/2023
Northern Trust Corp	2,741,486	$718,982	12/31/2023
IWB	2,741,486	$718,982	12/31/2023
The PNC Financial Services Group Inc.	2,555,493	$670,203	12/31/2023
IWB	2,555,493	$670,203	12/31/2023
Morgan Stanley	2,362,212	$619,515	12/31/2023
IWB	2,362,212	$619,515	12/31/2023
LPL Financial LLC	2,256,206	$591,713	12/31/2023
IWB	2,256,206	$591,713	12/31/2023
Goldman Sachs Group Inc.	2,045,158	$536,363	12/31/2023
IWB	2,045,158	$536,363	12/31/2023
JPMorgan Chase & Co.	1,745,399	$457,749	12/31/2023
IWB	1,745,399	$457,749	12/31/2023
Millburn Ridgefield Corp	1,547,720	$445,790	03/31/2024
IWB	1,547,720	$445,790	03/31/2024
Catalyst Capital Advisors LLC	1,547,720	$445,790	03/31/2024
IWB	1,547,720	$445,790	03/31/2024
Wells Fargo & Company MN	1,427,248	$374,310	12/31/2023
IWB	1,427,248	$374,310	12/31/2023
Northwestern Mutual Wealth Management Co.	1,297,050	$340,165	12/31/2023
IWB	1,297,050	$340,165	12/31/2023
Johnson Investment Counsel Inc.	1,225,799	$321,478	12/31/2023
IWB	1,225,799	$321,478	12/31/2023
Pathstone Holdings LLC	1,158,930	$303,994	12/31/2023
IWB	1,158,930	$303,994	12/31/2023
BOKF NA	1,133,784	$297,346	12/31/2023
IWB	1,133,784	$297,346	12/31/2023
Daido Life Insurance Co.	1,130,398	$296,458	12/31/2023
IWB	1,130,398	$296,458	12/31/2023
UBS Group AG	951,247	$249,474	12/31/2023
IWB	951,247	$249,474	12/31/2023
National Mutual Insurance Federation of Agricultural Cooperatives	791,000	$227,832	03/31/2024
IWB	791,000	$227,832	03/31/2024
Legacy Wealth Management Inc	788,792	$227,196	03/31/2024
IWB	788,792	$227,196	03/31/2024
CHURCHILL MANAGEMENT Corp	751,356	$216,413	03/31/2024
IWB	751,356	$216,413	03/31/2024
Captrust Financial Advisors	823,499	$215,971	12/31/2023
IWB	823,499	$215,971	12/31/2023
Mercer Global Advisors Inc. ADV	817,438	$214,381	12/31/2023
IWB	817,438	$214,381	12/31/2023
Rhumbline Advisers	745,124	$195,416	12/31/2023
IWB	745,124	$195,416	12/31/2023
Royal Bank of Canada	723,271	$189,686	12/31/2023
IWB	723,271	$189,686	12/31/2023
Comerica Bank	718,571	$188,453	12/31/2023
IWB	718,571	$188,453	12/31/2023
Capstone Financial Advisors Inc.	706,941	$185,402	12/31/2023
IWB	706,941	$185,402	12/31/2023
Cerity Partners LLC	705,160	$184,936	12/31/2023
IWB	705,160	$184,936	12/31/2023
TIAA Trust National Association	687,738	$180,366	12/31/2023
IWB	687,738	$180,366	12/31/2023
Creative Planning	679,933	$178,319	12/31/2023
IWB	679,933	$178,319	12/31/2023
Red Cedar Investment Management LLC	582,727	$167,843	03/31/2024
IWB	582,727	$167,843	03/31/2024
Colony Group LLC	622,555	$163,271	12/31/2023
IWB	622,555	$163,271	12/31/2023
US Bancorp DE	597,676	$156,747	12/31/2023
IWB	597,676	$156,747	12/31/2023
Empower Advisory Group LLC	568,592	$149,119	12/31/2023
IWB	568,592	$149,119	12/31/2023
Advisor Group Holdings Inc.	548,613	$144,020	12/31/2023
IWB	548,613	$144,020	12/31/2023
HighTower Advisors LLC	531,793	$139,464	12/31/2023
IWB	531,793	$139,464	12/31/2023
Mariner LLC	509,260	$133,561	12/31/2023
IWB	509,260	$133,561	12/31/2023
Halbert Hargrove Global Advisors LLC	458,391	$132,030	03/31/2024
IWB	458,391	$132,030	03/31/2024
Ameriprise Financial Inc.	502,029	$131,624	12/31/2023
IWB	502,029	$131,624	12/31/2023
Truist Financial Corp	474,134	$124,347	12/31/2023
IWB	474,134	$124,347	12/31/2023
Raymond James Financial Services Advisors Inc.	418,574	$120,562	03/31/2024
IWB	418,574	$120,562	03/31/2024
Fifth Third Bancorp	416,001	$119,821	03/31/2024
IWB	416,001	$119,821	03/31/2024
CIBC Private Wealth Group LLC	438,340	$114,959	12/31/2023
IWB	438,340	$114,959	12/31/2023
Schroder Investment Management Group	429,419	$112,619	12/31/2023
IWB	429,419	$112,619	12/31/2023
MPS Loria Financial Planners LLC	386,122	$111,215	03/31/2024
IWB	386,122	$111,215	03/31/2024
Arbor Investment Advisors LLC	356,500	$102,683	03/31/2024
IWB	356,500	$102,683	03/31/2024
Hsbc Holdings PLC	373,904	$98,060	12/31/2023
IWB	373,904	$98,060	12/31/2023
State of Wisconsin Investment Board	366,200	$96,040	12/31/2023
IWB	366,200	$96,040	12/31/2023
Warren Averett Asset Management LLC	338,134	$88,679	12/31/2023
IWB	338,134	$88,679	12/31/2023
Wealth Enhancement Advisory Services LLC	302,066	$87,004	03/31/2024
IWB	302,066	$87,004	03/31/2024
Bank of Montreal Can	290,429	$76,496	12/31/2023
IWB	290,429	$76,496	12/31/2023
Winthrop Advisory Group LLC	254,787	$73,386	03/31/2024
IWB	254,787	$73,386	03/31/2024
AMG National Trust Bank	261,137	$68,486	12/31/2023
IWB	261,137	$68,486	12/31/2023
Ballentine Partners LLC	233,387	$67,223	03/31/2024
IWB	233,387	$67,223	03/31/2024
Millennium Management LLC	250,584	$65,718	12/31/2023
IWB	250,584	$65,718	12/31/2023
Parkside Advisors LLC	225,853	$65,052	03/31/2024
IWB	225,853	$65,052	03/31/2024
Baird Financial Group Inc.	247,677	$64,956	12/31/2023
IWB	247,677	$64,956	12/31/2023
McKinley Carter Wealth Services Inc.	223,589	$64,400	03/31/2024
IWB	223,589	$64,400	03/31/2024
BOK Financial Private Wealth Inc.	242,280	$63,540	12/31/2023
IWB	242,280	$63,540	12/31/2023
Envestnet Portfolio Solutions Inc.	241,098	$63,230	12/31/2023
IWB	241,098	$63,230	12/31/2023
JFS Wealth Advisors LLC	231,883	$60,814	12/31/2023
IWB	231,883	$60,814	12/31/2023
WASHINGTON TRUST Co	207,764	$59,842	03/31/2024
IWB	207,764	$59,842	03/31/2024
Two Sigma Investments LP	220,300	$57,776	12/31/2023
IWB	220,300	$57,776	12/31/2023
Lake Street Advisors Group LLC	210,597	$55,231	12/31/2023
IWB	210,597	$55,231	12/31/2023
Fountainhead AM LLC	203,718	$53,427	12/31/2023
IWB	203,718	$53,427	12/31/2023
Bank of New York Mellon Corp	185,242	$53,355	03/31/2024
IWB	185,242	$53,355	03/31/2024
Commonwealth Equity Services LLC	190,842	$50,050	12/31/2023
IWB	190,842	$50,050	12/31/2023
EPIQ Capital Group LLC	186,381	$48,880	12/31/2023
IWB	186,381	$48,880	12/31/2023
Raymond James & Associates	167,770	$48,323	03/31/2024
IWB	167,770	$48,323	03/31/2024
Brighton Jones LLC	182,412	$47,839	12/31/2023
IWB	182,412	$47,839	12/31/2023
Stifel Financial Corp	176,420	$46,269	12/31/2023
IWB	176,420	$46,269	12/31/2023
Cambridge Investment Research Advisors Inc.	159,817	$46,032	03/31/2024
IWB	159,817	$46,032	03/31/2024
Telemus Capital LLC	170,275	$44,656	12/31/2023
IWB	170,275	$44,656	12/31/2023
CI Private Wealth LLC	165,944	$43,521	12/31/2023
IWB	165,944	$43,521	12/31/2023
HBC Financial Services PLLC	164,802	$43,221	12/31/2023
IWB	164,802	$43,221	12/31/2023
MML Investors Services LLC	163,215	$42,805	12/31/2023
IWB	163,215	$42,805	12/31/2023
Brown Advisory Inc.	145,758	$41,983	03/31/2024
IWB	145,758	$41,983	03/31/2024
Geisinger Health	155,387	$40,752	12/31/2023
IWB	155,387	$40,752	12/31/2023
Global Assets Advisory LLC	139,389	$40,148	03/31/2024
IWB	139,389	$40,148	03/31/2024
RSM US Wealth Management LLC	152,764	$40,064	12/31/2023
IWB	152,764	$40,064	12/31/2023
Equitable Holdings Inc.	151,256	$39,668	12/31/2023
IWB	151,256	$39,668	12/31/2023
Single Point Partners LLC	133,748	$38,523	03/31/2024
IWB	133,748	$38,523	03/31/2024
Jordan Park Group LLC	145,992	$38,288	12/31/2023
IWB	145,992	$38,288	12/31/2023
Keel Point LLC	130,820	$37,680	03/31/2024
IWB	130,820	$37,680	03/31/2024
Conservest Capital Advisors Inc.	142,940	$37,487	12/31/2023
IWB	142,940	$37,487	12/31/2023
ETF Portfolio Partners Inc.	140,693	$36,898	12/31/2023
IWB	140,693	$36,898	12/31/2023
St. Louis Trust Co	138,818	$36,406	12/31/2023
IWB	138,818	$36,406	12/31/2023
Brewster Financial Planning LLC	125,692	$36,203	03/31/2024
IWB	125,692	$36,203	03/31/2024
Wade G W & Inc.	132,474	$34,743	12/31/2023
IWB	132,474	$34,743	12/31/2023
DT Investment Partners LLC	127,031	$34,325	12/31/2023
IWB	127,031	$34,325	12/31/2023
American Financial Advisors LLC	118,436	$34,113	03/31/2024
IWB	118,436	$34,113	03/31/2024
US Financial Advisors LLC	129,659	$34,004	12/31/2023
IWB	129,659	$34,004	12/31/2023
Busey Wealth Management	114,101	$32,865	03/31/2024
IWB	114,101	$32,865	03/31/2024
Sigma Investment Counselors Inc.	113,833	$32,787	03/31/2024
IWB	113,833	$32,787	03/31/2024
Cetera Advisor Networks LLC	124,712	$32,707	12/31/2023
IWB	124,712	$32,707	12/31/2023
Commerce Bank	123,870	$32,486	12/31/2023
IWB	123,870	$32,486	12/31/2023
Principal Securities Inc.	123,597	$32,415	12/31/2023
IWB	123,597	$32,415	12/31/2023
Private Advisor Group LLC	123,450	$32,376	12/31/2023
IWB	123,450	$32,376	12/31/2023
Schoolcraft Capital LLC	111,585	$32,140	03/31/2024
IWB	111,585	$32,140	03/31/2024
Financial Management Professionals Inc.	108,702	$31,309	03/31/2024
IWB	108,702	$31,309	03/31/2024
Franklin Parlapiano Turner & Welch LLC	116,702	$30,606	12/31/2023
IWB	116,702	$30,606	12/31/2023
Beacon Pointe Advisors LLC	115,910	$30,401	12/31/2023
IWB	115,910	$30,401	12/31/2023
RTD Financial Advisors Inc.	105,359	$30,347	03/31/2024
IWB	105,359	$30,347	03/31/2024
Wescott Financial Advisory Group LLC	107,042	$28,073	12/31/2023
IWB	107,042	$28,073	12/31/2023
Montag A & Associates Inc.	104,698	$27,458	12/31/2023
IWB	104,698	$27,458	12/31/2023
GWM Advisors LLC	103,939	$27,323	12/31/2023
IWB	103,939	$27,323	12/31/2023
Whittier Trust Co. of Nevada Inc.	102,540	$26,892	12/31/2023
IWB	102,540	$26,892	12/31/2023
Two Sigma Advisers LP	101,800	$26,698	12/31/2023
IWB	101,800	$26,698	12/31/2023
Ieq Capital LLC	101,789	$26,695	12/31/2023
IWB	101,789	$26,695	12/31/2023
Gray Private Wealth LLC	90,388	$26,034	03/31/2024
IWB	90,388	$26,034	03/31/2024
Robertson Stephens Wealth Management LLC	97,587	$25,593	12/31/2023
IWB	97,587	$25,593	12/31/2023
Blair William & Co. IL	97,425	$25,551	12/31/2023
IWB	97,425	$25,551	12/31/2023
Rockefeller Capital Management L.P.	96,002	$25,178	12/31/2023
IWB	96,002	$25,178	12/31/2023
Citadel Advisors LLC		$24,856	12/31/2023
IWB	99,775	$26,167	12/31/2023
Put	8,100	$2,124	12/31/2023
Call	3,100	$813	12/31/2023
Kestra Advisory Services LLC	94,646	$24,822	12/31/2023
IWB	94,646	$24,822	12/31/2023
BTC Capital Management Inc.	84,911	$24,457	03/31/2024
IWB	84,911	$24,457	03/31/2024
Buckingham Strategic Wealth LLC	91,713	$24,053	12/31/2023
IWB	91,713	$24,053	12/31/2023
Cetera Investment Advisers	91,291	$23,942	12/31/2023
IWB	91,291	$23,942	12/31/2023
Whittier Trust Co.	90,716	$23,791	12/31/2023
IWB	90,716	$23,791	12/31/2023
Opus Capital Group LLC	82,297	$23,704	03/31/2024
IWB	82,297	$23,704	03/31/2024
ACT Wealth Management LLC	82,218	$23,681	03/31/2024
IWB	82,218	$23,681	03/31/2024
Legacy Advisors LLC	87,697	$22,999	12/31/2023
IWB	87,697	$22,999	12/31/2023
Parker Investment Management LLC	87,954	$22,645	12/31/2023
IWB	87,954	$22,645	12/31/2023
Hoge Financial Services LLC	86,019	$22,559	12/31/2023
IWB	86,019	$22,559	12/31/2023
Orion Portfolio Solutions LLC	85,615	$22,394	12/31/2023
IWB	85,615	$22,394	12/31/2023
JT Stratford LLC	82,044	$21,517	12/31/2023
IWB	82,044	$21,517	12/31/2023
XML Financial LLC	81,023	$21,249	12/31/2023
IWB	81,023	$21,249	12/31/2023
Sequoia Financial Advisors LLC	78,772	$20,659	12/31/2023
IWB	78,772	$20,659	12/31/2023
Sachetta LLC	78,663	$20,630	12/31/2023
IWB	78,663	$20,630	12/31/2023
Thrivent Financial for Lutherans	77,260	$20,262	12/31/2023
IWB	77,260	$20,262	12/31/2023
Legal & General Group Plc	76,478	$20,119	12/31/2023
IWB	76,478	$20,119	12/31/2023
Allen Investment Management LLC	75,684	$19,860	12/31/2023
IWB	75,684	$19,860	12/31/2023
London Co. of Virginia	75,400	$19,774	12/31/2023
IWB	75,400	$19,774	12/31/2023
Aspiriant LLC	68,115	$19,619	03/31/2024
IWB	68,115	$19,619	03/31/2024
FineMark National Bank & Trust	74,152	$19,447	12/31/2023
IWB	74,152	$19,447	12/31/2023
Stephens Inc. AR	72,092	$18,907	12/31/2023
IWB	72,092	$18,907	12/31/2023
Coldstream Capital Management Inc.	71,067	$18,638	12/31/2023
IWB	71,067	$18,638	12/31/2023
Fort Washington Investment Advisors Inc. OH	71,049	$18,633	03/31/2024
IWB	71,049	$18,633	03/31/2024
Paragon Capital Management LLC	68,210	$17,889	12/31/2023
IWB	68,210	$17,889	12/31/2023
Austin Private Wealth LLC	62,356	$17,820	03/31/2024
IWB	62,356	$17,820	03/31/2024
Modera Wealth Management LLC	67,252	$17,638	12/31/2023
IWB	67,252	$17,638	12/31/2023
Centerpoint Advisors LLC	67,106	$17,599	12/31/2023
IWB	67,106	$17,599	12/31/2023
Johnson Financial Group Inc.	66,976	$17,565	12/31/2023
IWB	66,976	$17,565	12/31/2023
Private Ocean LLC	60,898	$17,540	03/31/2024
IWB	60,898	$17,540	03/31/2024
Trust Point Inc.	60,403	$17,398	03/31/2024
IWB	60,403	$17,398	03/31/2024
Pitcairn Co.	66,261	$17,378	12/31/2023
IWB	66,261	$17,378	12/31/2023
Boston Financial Mangement LLC	65,324	$17,132	12/31/2023
IWB	65,324	$17,132	12/31/2023
Darlington Partners Capital Management LP	64,638	$16,952	12/31/2023
IWB	64,638	$16,952	12/31/2023
Trust Co	58,776	$16,928	03/31/2024
IWB	58,776	$16,928	03/31/2024
Huntington National Bank	62,455	$16,380	12/31/2023
IWB	62,455	$16,380	12/31/2023
Davis R M Inc.	61,218	$16,055	12/31/2023
IWB	61,218	$16,055	12/31/2023
Copperwynd Financial LLC	60,804	$15,946	12/31/2023
IWB	60,804	$15,946	12/31/2023
MAI Capital Management	60,727	$15,926	12/31/2023
IWB	60,727	$15,926	12/31/2023
UMB Bank N A MO	55,262	$15,917	03/31/2024
IWB	55,262	$15,917	03/31/2024
Wealthfront Advisers LLC	55,257	$15,916	03/31/2024
IWB	55,257	$15,916	03/31/2024
Badgley Phelps Wealth Managers LLC	59,986	$15,732	12/31/2023
IWB	59,986	$15,732	12/31/2023
Moneta Group Investment Advisors LLC	59,725	$15,664	12/31/2023
IWB	59,725	$15,664	12/31/2023
King Luther Capital Management Corp	57,974	$15,204	12/31/2023
IWB	57,974	$15,204	12/31/2023
Integrated Wealth Concepts LLC	57,668	$15,124	12/31/2023
IWB	57,668	$15,124	12/31/2023
Franklin Resources Inc.	57,310	$15,030	12/31/2023
IWB	57,310	$15,030	12/31/2023
Auxano Advisors LLC	56,785	$14,892	12/31/2023
IWB	56,785	$14,892	12/31/2023
Glenmede Trust Co. NA	56,298	$14,765	12/31/2023
IWB	56,298	$14,765	12/31/2023
Financial Services Advisory Inc	55,820	$14,639	12/31/2023
IWB	55,820	$14,639	12/31/2023
CWM LLC	50,609	$14,577	03/31/2024
IWB	50,609	$14,577	03/31/2024
Chartist Inc. CA	55,526	$14,562	12/31/2023
IWB	55,526	$14,562	12/31/2023
Monticello Wealth Management LLC	49,845	$14,357	03/31/2024
IWB	49,845	$14,357	03/31/2024
Perigon Wealth Management LLC	54,568	$14,311	12/31/2023
IWB	54,568	$14,311	12/31/2023
Evercore Wealth Management LLC	53,017	$13,904	12/31/2023
IWB	53,017	$13,904	12/31/2023
Twin Focus Capital Partners LLC	52,841	$13,858	12/31/2023
IWB	52,841	$13,858	12/31/2023
Simplicity Wealth LLC	46,903	$13,510	03/31/2024
IWB	46,903	$13,510	03/31/2024
Neuberger Berman Group LLC	51,132	$13,410	12/31/2023
IWB	51,132	$13,410	12/31/2023
Financial Advocates Investment Management	50,707	$13,298	12/31/2023
IWB	50,707	$13,298	12/31/2023
Tortoise Investment Management LLC	50,672	$13,289	12/31/2023
IWB	50,672	$13,289	12/31/2023
Resources Investment Advisors LLC.	49,774	$13,054	12/31/2023
IWB	49,774	$13,054	12/31/2023
Laird Norton Trust Company LLC	49,205	$12,905	12/31/2023
IWB	49,205	$12,905	12/31/2023
Bordeaux Wealth Advisors LLC	49,117	$12,881	12/31/2023
IWB	49,117	$12,881	12/31/2023
Glassman Wealth Services	47,595	$12,482	12/31/2023
IWB	47,595	$12,482	12/31/2023
RMB Capital Management LLC	46,602	$12,222	12/31/2023
IWB	46,602	$12,222	12/31/2023
ML & R Wealth Management LLC	46,186	$12,113	12/31/2023
IWB	46,186	$12,113	12/31/2023
Sawtooth Solutions LLC	46,105	$12,091	12/31/2023
IWB	46,105	$12,091	12/31/2023
Rice Partnership LLC	45,141	$11,839	12/31/2023
IWB	45,141	$11,839	12/31/2023
Bleakley Financial Group LLC	44,866	$11,766	12/31/2023
IWB	44,866	$11,766	12/31/2023
Clearstead Advisors LLC	44,818	$11,754	12/31/2023
IWB	44,818	$11,754	12/31/2023
AlTi Global Inc.	44,627	$11,704	12/31/2023
IWB	44,627	$11,704	12/31/2023
Savant Capital LLC	44,120	$11,571	12/31/2023
IWB	44,120	$11,571	12/31/2023
Glenview Trust Co	43,660	$11,450	12/31/2023
IWB	43,660	$11,450	12/31/2023
Clarius Group LLC	39,400	$11,348	03/31/2024
IWB	39,400	$11,348	03/31/2024
Graves Light Private Wealth Management Inc.	42,620	$11,178	12/31/2023
IWB	42,620	$11,178	12/31/2023
Latigo Investments LLC	42,556	$11,161	12/31/2023
IWB	42,556	$11,161	12/31/2023
New England Private Wealth Advisors LLC	41,989	$11,012	12/31/2023
IWB	41,989	$11,012	12/31/2023
InterOcean Capital Group LLC	41,513	$10,887	12/31/2023
IWB	41,513	$10,887	12/31/2023
Sontag Advisory LLC	41,039	$10,763	12/31/2023
IWB	41,039	$10,763	12/31/2023
Jump Financial LLC	41,032	$10,761	12/31/2023
IWB	41,032	$10,761	12/31/2023
Oxford Financial Group Ltd.	40,908	$10,729	12/31/2023
IWB	40,908	$10,729	12/31/2023
Campion Asset Management LLC	40,061	$10,506	12/31/2023
IWB	40,061	$10,506	12/31/2023
Advance Capital Management Inc.	36,461	$10,502	03/31/2024
IWB	36,461	$10,502	03/31/2024
Brown Financial Advisory	36,384	$10,480	03/31/2024
IWB	36,384	$10,480	03/31/2024
Stratos Wealth Partners LTD.	36,182	$10,422	03/31/2024
IWB	36,182	$10,422	03/31/2024
Campbell Wealth Management	39,593	$10,384	12/31/2023
IWB	39,593	$10,384	12/31/2023
Jaffetilchin Investment Partners LLC	39,419	$10,338	12/31/2023
IWB	39,419	$10,338	12/31/2023
JMG Financial Group Ltd.	38,615	$10,127	12/31/2023
IWB	38,615	$10,127	12/31/2023
Bradley Foster & Sargent Inc. CT	38,534	$10,106	12/31/2023
IWB	38,534	$10,106	12/31/2023
Bartlett & Co. LLC	37,721	$9,927	12/31/2023
IWB	37,721	$9,927	12/31/2023
Bartlett & CO. Wealth Management LLC	37,721	$9,927	12/31/2023
IWB	37,721	$9,927	12/31/2023
Texas Capital Bank Wealth Management Services Inc.	37,823	$9,919	12/31/2023
IWB	37,823	$9,919	12/31/2023
Cresset Asset Management LLC	37,451	$9,822	12/31/2023
IWB	37,451	$9,822	12/31/2023
YHB Investment Advisors Inc.	33,638	$9,689	03/31/2024
IWB	33,638	$9,689	03/31/2024
Bessemer Group Inc.	36,773	$9,644	12/31/2023
IWB	36,773	$9,644	12/31/2023
Journey Strategic Wealth LLC	36,590	$9,596	12/31/2023
IWB	36,590	$9,596	12/31/2023
Mitchell Sinkler & Starr PA	36,356	$9,535	12/31/2023
IWB	36,356	$9,535	12/31/2023
Spire Wealth Management	32,336	$9,314	03/31/2024
IWB	32,336	$9,314	03/31/2024
Prudential Financial Inc.	35,503	$9,311	12/31/2023
IWB	35,503	$9,311	12/31/2023
Hall Kathryn A.	35,305	$9,259	12/31/2023
IWB	35,305	$9,259	12/31/2023
Heritage Investment Group Inc.	35,277	$9,252	12/31/2023
IWB	35,277	$9,252	12/31/2023
Sei Investments Co.	35,105	$9,207	12/31/2023
IWB	35,105	$9,207	12/31/2023
Omega Financial Group LLC	31,323	$9,022	03/31/2024
IWB	31,323	$9,022	03/31/2024
QRG Capital Management Inc.	34,298	$8,995	12/31/2023
IWB	34,298	$8,995	12/31/2023
Ausdal Financial Partners Inc.	30,356	$8,743	03/31/2024
IWB	30,356	$8,743	03/31/2024
Smith Chas P & Associates PA Cpas	30,342	$8,739	03/31/2024
IWB	30,342	$8,739	03/31/2024
Wealthcare Advisory Partners LLC	30,044	$8,654	03/31/2024
IWB	30,044	$8,654	03/31/2024
Wealthsource Partners LLC	32,945	$8,640	12/31/2023
IWB	32,945	$8,640	12/31/2023
Cornerstone Wealth Group LLC	29,911	$8,615	03/31/2024
IWB	29,911	$8,615	03/31/2024
Hamilton Capital LLC	32,804	$8,603	12/31/2023
IWB	32,804	$8,603	12/31/2023
American National Bank	29,760	$8,572	03/31/2024
IWB	29,760	$8,572	03/31/2024
Silvercrest Asset Management Group LLC	32,375	$8,491	12/31/2023
IWB	32,375	$8,491	12/31/2023
NewSquare Capital LLC	31,417	$8,239	12/31/2023
IWB	31,417	$8,239	12/31/2023
Sandy Spring Bank	31,409	$8,237	12/31/2023
IWB	31,409	$8,237	12/31/2023
Atria Wealth Solutions Inc.	30,979	$8,124	12/31/2023
IWB	30,979	$8,124	12/31/2023
HBK Sorce Advisory LLC	30,869	$8,096	12/31/2023
IWB	30,869	$8,096	12/31/2023
Quadrant Capital Group LLC	30,846	$8,090	12/31/2023
IWB	30,846	$8,090	12/31/2023
Parkside Financial Bank & Trust	30,670	$8,044	12/31/2023
IWB	30,670	$8,044	12/31/2023
Cetera Advisors LLC	30,064	$7,885	12/31/2023
IWB	30,064	$7,885	12/31/2023
Firestone Capital Management	29,730	$7,797	12/31/2023
IWB	29,730	$7,797	12/31/2023
Stegner Investment Associates Inc.	27,048	$7,791	03/31/2024
IWB	27,048	$7,791	03/31/2024
First Hawaiian Bank	26,890	$7,745	03/31/2024
IWB	26,890	$7,745	03/31/2024
CAPROCK Group Inc.	29,456	$7,725	12/31/2023
IWB	29,456	$7,725	12/31/2023
Janney Montgomery Scott LLC	29,346	$7,696	12/31/2023
IWB	29,346	$7,696	12/31/2023
Fiduciary Counselling Inc.	29,245	$7,670	12/31/2023
IWB	29,245	$7,670	12/31/2023
StrategIQ Financial Group LLC	29,125	$7,638	12/31/2023
IWB	29,125	$7,638	12/31/2023
MV Capital Management Inc.	26,293	$7,573	03/31/2024
IWB	26,293	$7,573	03/31/2024
Indiana Trust & Investment Management CO	25,598	$7,373	03/31/2024
IWB	25,598	$7,373	03/31/2024
CM Wealth Advisors LLC	27,971	$7,336	12/31/2023
IWB	27,971	$7,336	12/31/2023
North Star Investment Management Corp.	27,820	$7,296	12/31/2023
IWB	27,820	$7,296	12/31/2023
Circle Wealth Management LLC	27,342	$7,171	12/31/2023
IWB	27,342	$7,171	12/31/2023
FinTrust Capital Advisors LLC	27,213	$7,137	12/31/2023
IWB	27,213	$7,137	12/31/2023
Fort Point Capital Partners LLC	26,998	$7,081	12/31/2023
IWB	26,998	$7,081	12/31/2023
C M Bidwell & Associates Ltd.	26,990	$7,078	12/31/2023
IWB	26,990	$7,078	12/31/2023
Avestar Capital LLC	26,887	$7,051	12/31/2023
IWB	26,887	$7,051	12/31/2023
Sepio Capital LP	26,755	$7,017	12/31/2023
IWB	26,755	$7,017	12/31/2023
Integrated Advisors Network LLC	26,710	$7,005	12/31/2023
IWB	26,710	$7,005	12/31/2023
Garde Capital Inc.	26,460	$6,939	12/31/2023
IWB	26,460	$6,939	12/31/2023
Strategic Wealth Partners Group LLC	26,193	$6,869	12/31/2023
IWB	26,193	$6,869	12/31/2023
Spears Abacus Advisors LLC	26,005	$6,820	12/31/2023
IWB	26,005	$6,820	12/31/2023
Lido Advisors LLC	25,800	$6,766	12/31/2023
IWB	25,800	$6,766	12/31/2023
Litman Gregory Asset Management LLC	25,736	$6,750	12/31/2023
IWB	25,736	$6,750	12/31/2023
HB Wealth Management LLC	25,657	$6,729	12/31/2023
IWB	25,657	$6,729	12/31/2023
Humankind Investments LLC	25,070	$6,575	12/31/2023
IWB	25,070	$6,575	12/31/2023
Valeo Financial Advisors LLC	23,240	$6,459	03/31/2024
IWB	23,240	$6,459	03/31/2024
Chilton Investment Co. LLC	24,550	$6,438	12/31/2023
IWB	24,550	$6,438	12/31/2023
STA Wealth Management LLC	24,455	$6,414	12/31/2023
IWB	24,455	$6,414	12/31/2023
Susquehanna International Group LLP		$6,252	12/31/2023
Put	111,500	$29,242	12/31/2023
Call	91,300	$23,944	12/31/2023
IWB	44,041	$11,550	12/31/2023
Boston Private Wealth LLC	23,506	$6,165	12/31/2023
IWB	23,506	$6,165	12/31/2023
Maryland State Retirement & Pension System	22,037	$6,043	03/31/2024
IWB	22,037	$6,043	03/31/2024
Wetherby Asset Management Inc.	22,896	$6,005	12/31/2023
IWB	22,896	$6,005	12/31/2023
Avantax Advisory Services Inc.	22,743	$5,965	12/31/2023
IWB	22,743	$5,965	12/31/2023
Klingman & Associates LLC	22,103	$5,797	12/31/2023
IWB	22,103	$5,797	12/31/2023
Hancock Whitney Corp	22,058	$5,785	12/31/2023
IWB	22,058	$5,785	12/31/2023
Evanson Asset Management LLC	19,755	$5,690	03/31/2024
IWB	19,755	$5,690	03/31/2024
Retirement Income Solutions Inc	21,592	$5,663	12/31/2023
IWB	21,592	$5,663	12/31/2023
SigFig Wealth Management LLC	21,580	$5,577	12/31/2023
IWB	21,580	$5,577	12/31/2023
UP Strategic Wealth Investment Advisors LLC	21,084	$5,529	12/31/2023
IWB	21,084	$5,529	12/31/2023
Texas Capital Bancshares Inc. TX	20,731	$5,437	12/31/2023
IWB	20,731	$5,437	12/31/2023
Shelton Wealth Management LLC	20,056	$5,260	12/31/2023
IWB	20,056	$5,260	12/31/2023
Summit Trail Advisors LLC	18,137	$5,224	03/31/2024
IWB	18,137	$5,224	03/31/2024
United Capital Financial Advisers LLC	19,683	$5,162	12/31/2023
IWB	19,683	$5,162	12/31/2023
Sage Mountain Advisors LLC	17,833	$5,136	03/31/2024
IWB	17,833	$5,136	03/31/2024
Sentinel Pension Advisors Inc.	19,543	$5,125	12/31/2023
IWB	19,543	$5,125	12/31/2023
Bensler LLC	19,428	$5,095	12/31/2023
IWB	19,428	$5,095	12/31/2023
Pacific Capital Wealth Advisors Inc.	19,234	$5,044	12/31/2023
IWB	19,234	$5,044	12/31/2023
Roble Belko & Company Inc	17,323	$4,990	03/31/2024
IWB	17,323	$4,990	03/31/2024
Kayne Anderson Rudnick Investment Management LLC	18,685	$4,899	12/31/2023
IWB	18,685	$4,899	12/31/2023
Strategic Investment Advisors MI	16,974	$4,889	03/31/2024
IWB	16,974	$4,889	03/31/2024
Regions Financial Corp	16,924	$4,875	03/31/2024
IWB	16,924	$4,875	03/31/2024
Topel & Distasi Wealth Management LLC	18,498	$4,851	12/31/2023
IWB	18,498	$4,851	12/31/2023
OLD National Bancorp IN	16,634	$4,791	03/31/2024
IWB	16,634	$4,791	03/31/2024
Mill Creek Capital Advisors LLC	18,168	$4,765	12/31/2023
IWB	18,168	$4,765	12/31/2023
Anchor Capital Advisors LLC	18,156	$4,762	12/31/2023
IWB	18,156	$4,762	12/31/2023
Private Capital Management LLC	16,501	$4,753	03/31/2024
IWB	16,501	$4,753	03/31/2024
Hirtle Callaghan & Co LLC	17,980	$4,715	12/31/2023
IWB	17,980	$4,715	12/31/2023
Waldron Private Wealth LLC	17,904	$4,695	12/31/2023
IWB	17,904	$4,695	12/31/2023
Citigroup Inc.	17,662	$4,632	12/31/2023
IWB	17,662	$4,632	12/31/2023
Dynamic Advisor Solutions LLC	16,074	$4,630	03/31/2024
IWB	16,074	$4,630	03/31/2024
Renaissance Technologies LLC	17,600	$4,616	12/31/2023
IWB	17,600	$4,616	12/31/2023
Destination Wealth Management	17,574	$4,609	12/31/2023
IWB	17,574	$4,609	12/31/2023
Haverford Trust Co.	17,514	$4,593	12/31/2023
IWB	17,514	$4,593	12/31/2023
DiMeo Schneider & Associates L.L.C.	17,448	$4,576	12/31/2023
IWB	17,448	$4,576	12/31/2023
Linscomb & Williams Inc.	17,432	$4,572	12/31/2023
IWB	17,432	$4,572	12/31/2023
Sageworth Trust Co	15,853	$4,566	03/31/2024
IWB	15,853	$4,566	03/31/2024
FCA Corp TX	17,312	$4,540	12/31/2023
IWB	17,312	$4,540	12/31/2023
Waterloo Capital L.P.	17,047	$4,471	12/31/2023
IWB	17,047	$4,471	12/31/2023
Financial Engines Advisors L.L.C.	17,016	$4,463	12/31/2023
IWB	17,016	$4,463	12/31/2023
Wilbanks Smith & Thomas Asset Management LLC	16,797	$4,405	12/31/2023
IWB	16,797	$4,405	12/31/2023
TCW Group Inc.	16,751	$4,393	12/31/2023
IWB	16,751	$4,393	12/31/2023
EP Wealth Advisors LLC	16,691	$4,377	12/31/2023
IWB	16,691	$4,377	12/31/2023
Consilio Wealth Advisors LLC	15,110	$4,352	03/31/2024
IWB	15,110	$4,352	03/31/2024
Pure Financial Advisors Inc.	14,972	$4,312	03/31/2024
IWB	14,972	$4,312	03/31/2024
Nadler Financial Group Inc.	14,968	$4,311	03/31/2024
IWB	14,968	$4,311	03/31/2024
Harbor Investment Advisory LLC	14,948	$4,305	03/31/2024
IWB	14,948	$4,305	03/31/2024
Moisand Fitzgerald Tamayo LLC	14,934	$4,301	03/31/2024
IWB	14,934	$4,301	03/31/2024
Relative Value Partners Group LLC	16,334	$4,284	12/31/2023
IWB	16,334	$4,284	12/31/2023
Alliancebernstein L.P.	16,143	$4,234	12/31/2023
IWB	16,143	$4,234	12/31/2023
Csenge Advisory Group	16,128	$4,230	12/31/2023
IWB	16,128	$4,230	12/31/2023
Harbour Capital Advisors LLC	14,820	$4,229	03/31/2024
IWB	14,820	$4,229	03/31/2024
Lowery Thomas LLC	15,984	$4,192	12/31/2023
IWB	15,984	$4,192	12/31/2023
D.A. Davidson & CO.	15,857	$4,159	12/31/2023
IWB	15,857	$4,159	12/31/2023
National Asset Management Inc.	15,846	$4,156	12/31/2023
IWB	15,846	$4,156	12/31/2023
Edge Capital Group LLC	15,586	$4,087	12/31/2023
IWB	15,586	$4,087	12/31/2023
G2 Capital Management LLC OH	15,585	$4,087	12/31/2023
IWB	15,585	$4,087	12/31/2023
Palo Alto Wealth Advisors LLC	15,540	$4,076	12/31/2023
IWB	15,540	$4,076	12/31/2023
First Horizon Advisors Inc.	14,099	$4,061	03/31/2024
IWB	14,099	$4,061	03/31/2024
First Financial Bankshares Inc	15,444	$4,050	12/31/2023
IWB	15,444	$4,050	12/31/2023
Visionary Wealth Advisors	15,392	$4,037	12/31/2023
IWB	15,392	$4,037	12/31/2023
Sanibel Captiva Trust Company Inc.	15,330	$4,020	12/31/2023
IWB	15,330	$4,020	12/31/2023
Price T Rowe Associates Inc. MD	15,316	$4,017	12/31/2023
IWB	15,316	$4,017	12/31/2023
Lodestar Private Asset Management LLC	13,821	$3,981	03/31/2024
IWB	13,821	$3,981	03/31/2024
Breakwater Capital Group	13,770	$3,966	03/31/2024
IWB	13,770	$3,966	03/31/2024
Prime Capital Investment Advisors LLC	15,046	$3,946	12/31/2023
IWB	15,046	$3,946	12/31/2023
Great Valley Advisor Group Inc.	14,948	$3,920	12/31/2023
IWB	14,948	$3,920	12/31/2023
Baker Avenue Asset Management LP	14,858	$3,897	12/31/2023
IWB	14,858	$3,897	12/31/2023
WMS Partners LLC	14,630	$3,837	12/31/2023
IWB	14,630	$3,837	12/31/2023
Elk River Wealth Management LLC	13,219	$3,807	03/31/2024
IWB	13,219	$3,807	03/31/2024
Corrigan Financial Inc.	13,106	$3,775	03/31/2024
IWB	13,106	$3,775	03/31/2024
Turtle Creek Wealth Advisors LLC	14,382	$3,772	12/31/2023
IWB	14,382	$3,772	12/31/2023
Security Financial Services INC.	12,837	$3,697	03/31/2024
IWB	12,837	$3,697	03/31/2024
Keybank National Association OH	14,097	$3,697	12/31/2023
IWB	14,097	$3,697	12/31/2023
Apella Capital LLC	12,910	$3,692	03/31/2024
IWB	12,910	$3,692	03/31/2024
Alaska Permanent Fund Corp	12,673	$3,650	03/31/2024
IWB	12,673	$3,650	03/31/2024
Peoples Bank OH	13,746	$3,605	12/31/2023
IWB	13,746	$3,605	12/31/2023
Summit Financial Strategies Inc.	13,567	$3,558	12/31/2023
IWB	13,567	$3,558	12/31/2023
ICONIQ Capital LLC	13,529	$3,548	12/31/2023
IWB	13,529	$3,548	12/31/2023
Xponance Inc.	13,447	$3,527	12/31/2023
IWB	13,447	$3,527	12/31/2023
Prospera Financial Services Inc	13,430	$3,522	12/31/2023
IWB	13,430	$3,522	12/31/2023
BKD Wealth Advisors LLC	12,201	$3,514	03/31/2024
IWB	12,201	$3,514	03/31/2024
HFG Advisors Inc.	12,018	$3,461	03/31/2024
IWB	12,018	$3,461	03/31/2024
IFG Advisors LLC	11,904	$3,429	03/31/2024
IWB	11,904	$3,429	03/31/2024
Natixis Advisors L.P.	11,749	$3,384	03/31/2024
IWB	11,749	$3,384	03/31/2024
Mission Wealth Management LP	12,903	$3,384	12/31/2023
IWB	12,903	$3,384	12/31/2023
Phillips Financial Management LLC	11,677	$3,363	03/31/2024
IWB	11,677	$3,363	03/31/2024
Lmcg Investments LLC	12,535	$3,287	12/31/2023
IWB	12,535	$3,287	12/31/2023
Strategic Blueprint LLC	11,355	$3,270	03/31/2024
IWB	11,355	$3,270	03/31/2024
Belpointe Asset Management LLC	12,355	$3,240	12/31/2023
IWB	12,355	$3,240	12/31/2023
M Holdings Securities Inc.	12,350	$3,239	12/31/2023
IWB	12,350	$3,239	12/31/2023
Hilltop Holdings Inc.	12,216	$3,204	12/31/2023
IWB	12,216	$3,204	12/31/2023
Plancorp LLC	12,092	$3,171	12/31/2023
IWB	12,092	$3,171	12/31/2023
Wiley BROS. Aintree Capital LLC	10,974	$3,152	03/31/2024
IWB	10,974	$3,152	03/31/2024
Dakota Wealth Management	10,838	$3,122	03/31/2024
IWB	10,838	$3,122	03/31/2024
Guyasuta Investment Advisors Inc.	11,900	$3,121	03/31/2024
IWB	11,900	$3,121	03/31/2024
Evoke Wealth LLC	11,829	$3,102	12/31/2023
IWB	11,829	$3,102	12/31/2023
Alpha Cubed Investments LLC	10,724	$3,089	03/31/2024
IWB	10,724	$3,089	03/31/2024
Horizon Investment Services LLC	11,725	$3,075	12/31/2023
IWB	11,725	$3,075	12/31/2023
Cranbrook Wealth Management LLC	10,566	$3,043	03/31/2024
IWB	10,566	$3,043	03/31/2024
Sand Hill Global Advisors LLC	11,487	$3,012	12/31/2023
IWB	11,487	$3,012	12/31/2023
Apexium Financial LP	10,418	$3,001	03/31/2024
IWB	10,418	$3,001	03/31/2024
Freestone Capital Holdings LLC	11,441	$3,001	12/31/2023
IWB	11,441	$3,001	12/31/2023
Montecito Bank & Trust	10,374	$2,988	03/31/2024
IWB	10,374	$2,988	03/31/2024
Adviser Investments LLC	11,376	$2,984	12/31/2023
IWB	11,376	$2,984	12/31/2023
Family Firm Inc.	11,283	$2,959	12/31/2023
IWB	11,283	$2,959	12/31/2023
Pennsylvania Capital Management Inc. ADV	11,225	$2,944	12/31/2023
IWB	11,225	$2,944	12/31/2023
Evensky & Katz LLC	10,191	$2,935	03/31/2024
IWB	10,191	$2,935	03/31/2024
Ascent Group LLC	10,576	$2,917	12/31/2023
IWB	10,576	$2,917	12/31/2023
GM Advisory Group Inc.	11,086	$2,907	12/31/2023
IWB	11,086	$2,907	12/31/2023
ORG Partners LLC	11,031	$2,893	12/31/2023
IWB	11,031	$2,893	12/31/2023
Genesee Capital Advisors LLC	10,028	$2,888	03/31/2024
IWB	10,028	$2,888	03/31/2024
Fernwood Investment Management LLC	11,005	$2,886	12/31/2023
IWB	11,005	$2,886	12/31/2023
Accredited Investors Inc.	10,866	$2,850	12/31/2023
IWB	10,866	$2,850	12/31/2023
Peapack Gladstone Financial Corp	10,787	$2,829	12/31/2023
IWB	10,787	$2,829	12/31/2023
GHP Investment Advisors Inc.	9,811	$2,826	03/31/2024
IWB	9,811	$2,826	03/31/2024
Checchi Capital Advisers LLC	9,799	$2,822	03/31/2024
IWB	9,799	$2,822	03/31/2024
West Coast Financial LLC	9,761	$2,811	03/31/2024
IWB	9,761	$2,811	03/31/2024
KMG Fiduciary Partners LLC	9,716	$2,798	03/31/2024
IWB	9,716	$2,798	03/31/2024
Riverpoint Wealth Management Holdings LLC	10,625	$2,787	12/31/2023
IWB	10,625	$2,787	12/31/2023
First Western Trust Bank	10,624	$2,786	12/31/2023
IWB	10,624	$2,786	12/31/2023
Diversified Trust Co	9,652	$2,780	03/31/2024
IWB	9,652	$2,780	03/31/2024
Chicago Partners Investment Group LLC	9,964	$2,770	03/31/2024
IWB	9,964	$2,770	03/31/2024
Lee Danner & Bass Inc.	10,550	$2,767	12/31/2023
IWB	10,550	$2,767	12/31/2023
Maxwell Wealth Strategies Inc.	10,539	$2,764	12/31/2023
IWB	10,539	$2,764	12/31/2023
Custom Index Systems LLC	10,516	$2,758	12/31/2023
IWB	10,516	$2,758	12/31/2023
Beacon Financial Group	10,503	$2,754	12/31/2023
IWB	10,503	$2,754	12/31/2023
Atria Investments LLC	10,348	$2,714	12/31/2023
IWB	10,348	$2,714	12/31/2023
BNP Paribas Arbitrage SA	10,329	$2,709	12/31/2023
IWB	10,329	$2,709	12/31/2023
Snowden Capital Advisors LLC	10,305	$2,703	12/31/2023
IWB	10,305	$2,703	12/31/2023
Advisory Services Network LLC	10,267	$2,693	12/31/2023
IWB	10,267	$2,693	12/31/2023
Sound View Wealth Advisors Group LLC	10,243	$2,686	12/31/2023
IWB	10,243	$2,686	12/31/2023
Cary Street Partners Investment Advisory LLC	10,225	$2,682	12/31/2023
IWB	10,225	$2,682	12/31/2023
Rehmann Capital Advisory Group	10,203	$2,676	12/31/2023
IWB	10,203	$2,676	12/31/2023
Lansing Street Advisors	10,142	$2,660	12/31/2023
IWB	10,142	$2,660	12/31/2023
CFM Wealth Partners LLC	9,117	$2,626	03/31/2024
IWB	9,117	$2,626	03/31/2024
AE Wealth Management LLC	9,763	$2,618	12/31/2023
IWB	9,763	$2,618	12/31/2023
Regal Wealth Group Inc.	10,081	$2,595	12/31/2023
IWB	10,081	$2,595	12/31/2023
Parsons Capital Management Inc. RI	8,980	$2,587	03/31/2024
IWB	8,980	$2,587	03/31/2024
Hillcrest Wealth Advisors NY LLC	8,920	$2,569	03/31/2024
IWB	8,920	$2,569	03/31/2024
Cutler Group LP		$2,568	03/31/2024
IWB	8,567	$2,467	03/31/2024
Call	2,400	$101	03/31/2024
Put	43,200	$0	03/31/2024
Ellis Investment Partners LLC	8,806	$2,536	03/31/2024
IWB	8,806	$2,536	03/31/2024
H&H Retirement Design & Management INC	9,201	$2,528	03/31/2024
IWB	9,201	$2,528	03/31/2024
Merit Financial Group LLC	9,633	$2,526	12/31/2023
IWB	9,633	$2,526	12/31/2023
Highland Capital Management LLC	9,604	$2,519	12/31/2023
IWB	9,604	$2,519	12/31/2023
Tocqueville Asset Management L.P.	9,520	$2,497	12/31/2023
IWB	9,520	$2,497	12/31/2023
Guardian Wealth Advisors LLC NC	9,490	$2,489	12/31/2023
IWB	9,490	$2,489	12/31/2023
Red Tortoise LLC	8,604	$2,478	03/31/2024
IWB	8,604	$2,478	03/31/2024
Vanguard Group Inc.	9,352	$2,453	12/31/2023
IWB	9,352	$2,453	12/31/2023
Allworth Financial LP	8,474	$2,441	03/31/2024
IWB	8,474	$2,441	03/31/2024
Angeles Wealth Management LLC	9,230	$2,421	12/31/2023
IWB	9,230	$2,421	12/31/2023
Manchester Capital Management LLC	9,202	$2,413	12/31/2023
IWB	9,202	$2,413	12/31/2023
Ferguson Wellman Capital Management Inc.	8,342	$2,403	03/31/2024
IWB	8,342	$2,403	03/31/2024
John W. Brooker & Co. CPAs	8,290	$2,388	03/31/2024
IWB	8,290	$2,388	03/31/2024
Mutual Advisors LLC	9,089	$2,384	12/31/2023
IWB	9,089	$2,384	12/31/2023
LWS Wealth Advisors Inc.	9,064	$2,377	12/31/2023
IWB	9,064	$2,377	12/31/2023
Lincoln National Corp	8,974	$2,354	12/31/2023
IWB	8,974	$2,354	12/31/2023
O Shaughnessy Asset Management LLC	8,972	$2,353	12/31/2023
IWB	8,972	$2,353	12/31/2023
Corundum Group Inc.	8,044	$2,317	03/31/2024
IWB	8,044	$2,317	03/31/2024
Calamos Wealth Management LLC	8,814	$2,311	12/31/2023
IWB	8,814	$2,311	12/31/2023
Bear Mountain Capital Inc.	8,296	$2,282	03/31/2024
IWB	8,296	$2,282	03/31/2024
Wsfs Capital Management LLC	8,646	$2,268	12/31/2023
IWB	8,646	$2,268	12/31/2023
Sabal Trust CO	8,607	$2,257	12/31/2023
IWB	8,607	$2,257	12/31/2023
Connectus Wealth LLC	8,594	$2,254	12/31/2023
IWB	8,594	$2,254	12/31/2023
TFC Financial Management	8,586	$2,252	12/31/2023
IWB	8,586	$2,252	12/31/2023
Kovack Advisors Inc.	7,782	$2,241	03/31/2024
IWB	7,782	$2,241	03/31/2024
NorthRock Partners LLC	8,546	$2,241	12/31/2023
IWB	8,546	$2,241	12/31/2023
Welch & Forbes LLC	8,529	$2,237	12/31/2023
IWB	8,529	$2,237	12/31/2023
Brown Brothers Harriman & Co.	8,452	$2,217	12/31/2023
IWB	8,452	$2,217	12/31/2023
Mather Group LLC.	8,243	$2,162	03/31/2024
IWB	8,243	$2,162	03/31/2024
McNamara Financial Services Inc.	7,451	$2,146	03/31/2024
IWB	7,451	$2,146	03/31/2024
Smith Moore & CO.	8,277	$2,145	12/31/2023
IWB	8,277	$2,145	12/31/2023
Lazard Asset Management LLC	8,118	$2,129	12/31/2023
IWB	8,118	$2,129	12/31/2023
Acropolis Investment Management LLC	7,352	$2,118	03/31/2024
IWB	7,352	$2,118	03/31/2024
James Investment Research Inc.	7,935	$2,081	12/31/2023
IWB	7,935	$2,081	12/31/2023
Orrstown Financial Services Inc.	7,217	$2,079	03/31/2024
IWB	7,217	$2,079	03/31/2024
Tsfg LLC	7,156	$2,061	03/31/2024
IWB	7,156	$2,061	03/31/2024
Eagle Bay Advisors LLC	7,811	$2,049	12/31/2023
IWB	7,811	$2,049	12/31/2023
Sage Financial Group Inc.	7,804	$2,047	12/31/2023
IWB	7,804	$2,047	12/31/2023
Gemmer Asset Management LLC	7,079	$2,039	03/31/2024
IWB	7,079	$2,039	03/31/2024
JFG Wealth Management LLC	7,713	$2,023	12/31/2023
IWB	7,713	$2,023	12/31/2023
Fiduciary Trust Co.	7,647	$2,006	12/31/2023
IWB	7,647	$2,006	12/31/2023
Cassady Schiller Wealth Management LLC	7,583	$1,989	12/31/2023
IWB	7,583	$1,989	12/31/2023
Brand Asset Management Group Inc.	7,549	$1,980	12/31/2023
IWB	7,549	$1,980	12/31/2023
Fiera Capital Corp	7,542	$1,978	12/31/2023
IWB	7,542	$1,978	12/31/2023
GenWealth Group Inc.	6,838	$1,970	03/31/2024
IWB	6,838	$1,970	03/31/2024
Mycio Wealth Partners LLC	7,496	$1,966	12/31/2023
IWB	7,496	$1,966	12/31/2023
Stratos Wealth Advisors LLC	6,756	$1,946	03/31/2024
IWB	6,756	$1,946	03/31/2024
AQR Capital Management LLC	7,417	$1,945	12/31/2023
IWB	7,417	$1,945	12/31/2023
Next Capital Management LLC	7,418	$1,945	12/31/2023
IWB	7,418	$1,945	12/31/2023
Change Path LLC	7,397	$1,940	12/31/2023
IWB	7,397	$1,940	12/31/2023
Abbrea Capital LLC	7,390	$1,938	12/31/2023
IWB	7,390	$1,938	12/31/2023
Curi Capital	7,372	$1,933	12/31/2023
IWB	7,372	$1,933	12/31/2023
Castle Wealth Management LLC	7,302	$1,915	12/31/2023
IWB	7,302	$1,915	12/31/2023
Everhart Financial Group Inc.	7,234	$1,897	12/31/2023
IWB	7,234	$1,897	12/31/2023
Rosenblum Silverman Sutton S F Inc. CA	7,084	$1,858	12/31/2023
IWB	7,084	$1,858	12/31/2023
Webster Bank N. A.	6,407	$1,845	03/31/2024
IWB	6,407	$1,845	03/31/2024
Capital Wealth Alliance LLC	7,028	$1,843	12/31/2023
IWB	7,028	$1,843	12/31/2023
Investors Research Corp	7,021	$1,841	12/31/2023
IWB	7,021	$1,841	12/31/2023
Parallel Advisors LLC	6,931	$1,818	12/31/2023
IWB	6,931	$1,818	12/31/2023
ARK & TLK Investments LLC	6,898	$1,809	12/31/2023
IWB	6,898	$1,809	12/31/2023
Landaas & Co. WI ADV	6,894	$1,808	12/31/2023
IWB	6,894	$1,808	12/31/2023
TCG Advisory Services LLC	6,874	$1,803	12/31/2023
IWB	6,874	$1,803	12/31/2023
Forum Financial Management LP	6,836	$1,793	12/31/2023
IWB	6,836	$1,793	12/31/2023
SJA Financial Advisory LLC	6,787	$1,780	12/31/2023
IWB	6,787	$1,780	12/31/2023
Precedent Wealth Partners LLC	6,134	$1,767	03/31/2024
IWB	6,134	$1,767	03/31/2024
Simmons Bank	6,720	$1,762	12/31/2023
IWB	6,720	$1,762	12/31/2023
Blue Barn Wealth LLC	6,632	$1,739	12/31/2023
IWB	6,632	$1,739	12/31/2023
Kestra Private Wealth Services LLC	6,574	$1,724	12/31/2023
IWB	6,574	$1,724	12/31/2023
Cahill Financial Advisors Inc.	6,571	$1,723	12/31/2023
IWB	6,571	$1,723	12/31/2023
Jane Street Group LLC	6,560	$1,720	12/31/2023
IWB	6,560	$1,720	12/31/2023
NorthCrest Asset Manangement LLC	5,928	$1,707	03/31/2024
IWB	5,928	$1,707	03/31/2024
Weiss Asset Management LP	6,480	$1,699	12/31/2023
IWB	6,480	$1,699	12/31/2023
Coastline Trust Co	5,896	$1,698	03/31/2024
IWB	5,896	$1,698	03/31/2024
Capital Group Private Client Services Inc.	6,468	$1,696	12/31/2023
IWB	6,468	$1,696	12/31/2023
Andrews Lucia Wealth Management LLC	6,451	$1,692	12/31/2023
IWB	6,451	$1,692	12/31/2023
Dorsey & Whitney Trust CO LLC	6,431	$1,687	12/31/2023
IWB	6,431	$1,687	12/31/2023
Hoxton Planning & Management LLC	5,848	$1,684	03/31/2024
IWB	5,848	$1,684	03/31/2024
Marshall Financial Group Inc. ADV	6,408	$1,680	12/31/2023
IWB	6,408	$1,680	12/31/2023
Schonfeld Strategic Advisors LLC	6,370	$1,671	12/31/2023
IWB	6,370	$1,671	12/31/2023
Sharkey Howes & Javer	5,782	$1,665	03/31/2024
IWB	5,782	$1,665	03/31/2024
Vertex Planning Partners LLC	6,325	$1,659	12/31/2023
IWB	6,325	$1,659	12/31/2023
Strategic Advisors LLC	5,748	$1,656	03/31/2024
IWB	5,748	$1,656	03/31/2024
Capital City Trust Co. FL	6,307	$1,654	12/31/2023
IWB	6,307	$1,654	12/31/2023
Townsend Asset Management Corp NC ADV	6,294	$1,651	12/31/2023
IWB	6,294	$1,651	12/31/2023
Associated Banc Corp	6,288	$1,649	12/31/2023
IWB	6,288	$1,649	12/31/2023
ADE LLC	5,697	$1,641	03/31/2024
IWB	5,697	$1,641	03/31/2024
Rossmore Private Capital	6,158	$1,615	12/31/2023
IWB	6,158	$1,615	12/31/2023
Asset Dedication LLC	5,612	$1,614	03/31/2024
IWB	5,612	$1,614	03/31/2024
IFP Advisors Inc	6,137	$1,610	12/31/2023
IWB	6,137	$1,610	12/31/2023
Trexquant Investment LP	6,130	$1,608	12/31/2023
IWB	6,130	$1,608	12/31/2023
Westshore Wealth LLC	6,129	$1,607	12/31/2023
IWB	6,129	$1,607	12/31/2023
Argent Trust Co	6,119	$1,605	12/31/2023
IWB	6,119	$1,605	12/31/2023
River Wealth Advisors LLC	6,106	$1,601	12/31/2023
IWB	6,106	$1,601	12/31/2023
Park Avenue Securities LLC	5,459	$1,572	03/31/2024
IWB	5,459	$1,572	03/31/2024
Cornerstone Advisory LLC	5,994	$1,572	12/31/2023
IWB	5,994	$1,572	12/31/2023
Pegasus Partners Ltd.	5,440	$1,567	03/31/2024
IWB	5,440	$1,567	03/31/2024
Mayflower Financial Advisors LLC	5,975	$1,567	12/31/2023
IWB	5,975	$1,567	12/31/2023
Ardent Capital Management Inc.	5,929	$1,555	12/31/2023
IWB	5,929	$1,555	12/31/2023
JNB Advisors LLC	5,894	$1,546	12/31/2023
IWB	5,894	$1,546	12/31/2023
Fulton Bank N.A.	5,322	$1,533	03/31/2024
IWB	5,322	$1,533	03/31/2024
Auour Investments LLC	5,719	$1,526	12/31/2023
IWB	5,719	$1,526	12/31/2023
Landmark Wealth Management LLC	5,287	$1,523	03/31/2024
IWB	5,287	$1,523	03/31/2024
First Citizens Bank & Trust Co.	5,279	$1,521	03/31/2024
IWB	5,279	$1,521	03/31/2024
Smithfield Trust Co.	5,802	$1,521	12/31/2023
IWB	5,802	$1,521	12/31/2023
FDx Advisors Inc.	5,718	$1,500	12/31/2023
IWB	5,718	$1,500	12/31/2023
Parisi Gray Wealth Management	5,155	$1,485	03/31/2024
IWB	5,155	$1,485	03/31/2024
Vision Capital Management Inc.	5,590	$1,466	12/31/2023
IWB	5,590	$1,466	12/31/2023
First Business Financial Services Inc.	5,578	$1,463	12/31/2023
IWB	5,578	$1,463	12/31/2023
Joel Isaacson & Co. LLC	5,561	$1,458	12/31/2023
IWB	5,561	$1,458	12/31/2023
Morton Capital Management LLC CA	5,022	$1,446	03/31/2024
IWB	5,022	$1,446	03/31/2024
Stordahl Capital Management Inc.	4,971	$1,432	03/31/2024
IWB	4,971	$1,432	03/31/2024
Sightline Wealth Advisors LLC	4,944	$1,424	03/31/2024
IWB	4,944	$1,424	03/31/2024
Essex Financial Services Inc.	4,939	$1,423	03/31/2024
IWB	4,939	$1,423	03/31/2024
Cypress Wealth Services LLC	4,910	$1,414	03/31/2024
IWB	4,910	$1,414	03/31/2024
ZWJ Investment Counsel Inc.	4,871	$1,403	03/31/2024
IWB	4,871	$1,403	03/31/2024
Wesbanco Bank Inc.	4,859	$1,400	03/31/2024
IWB	4,859	$1,400	03/31/2024
Peddock Capital Advisors LLC	5,261	$1,380	12/31/2023
IWB	5,261	$1,380	12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC	5,355	$1,378	12/31/2023
IWB	5,355	$1,378	12/31/2023
SC&H Financial Advisors Inc.	5,254	$1,378	12/31/2023
IWB	5,254	$1,378	12/31/2023
Henrickson Nauta Wealth Advisors Inc.	4,866	$1,377	03/31/2024
IWB	4,866	$1,377	03/31/2024
Talisman Wealth Advisors LLC	5,207	$1,366	12/31/2023
IWB	5,207	$1,366	12/31/2023
Allegheny Financial Group LTD	5,197	$1,363	12/31/2023
IWB	5,197	$1,363	12/31/2023
Patten Group Inc.	4,718	$1,359	03/31/2024
IWB	4,718	$1,359	03/31/2024
Fairhaven Wealth Management LLC	5,182	$1,359	12/31/2023
IWB	5,182	$1,359	12/31/2023
Procyon Private Wealth Partners LLC	4,667	$1,344	03/31/2024
IWB	4,667	$1,344	03/31/2024
W.H. Cornerstone Investments Inc.	5,113	$1,341	12/31/2023
IWB	5,113	$1,341	12/31/2023
Rockwood Wealth Management LLC	4,646	$1,338	03/31/2024
IWB	4,646	$1,338	03/31/2024
Empirical Financial Services LLC d.b.a. Empirical Wealth Management	5,064	$1,328	12/31/2023
IWB	5,064	$1,328	12/31/2023
First Financialcorp IN	4,597	$1,324	03/31/2024
IWB	4,597	$1,324	03/31/2024
Quantinno Capital Management LP	5,040	$1,322	12/31/2023
IWB	5,040	$1,322	12/31/2023
LBJ Family Wealth Advisors Ltd.	4,577	$1,318	03/31/2024
IWB	4,577	$1,318	03/31/2024
Cypress Capital Group	5,007	$1,313	12/31/2023
IWB	5,007	$1,313	12/31/2023
Chandler Asset Management Inc.	5,000	$1,311	12/31/2023
IWB	5,000	$1,311	12/31/2023
Vista Wealth Management Group LLC	4,991	$1,309	12/31/2023
IWB	4,991	$1,309	12/31/2023
NewEdge Wealth LLC	4,949	$1,298	12/31/2023
IWB	4,949	$1,298	12/31/2023
We Are One Seven LLC	4,909	$1,287	12/31/2023
IWB	4,909	$1,287	12/31/2023
Certified Advisory Corp	4,837	$1,268	12/31/2023
IWB	4,837	$1,268	12/31/2023
Farther Finance Advisors LLC	4,821	$1,264	12/31/2023
IWB	4,821	$1,264	12/31/2023
Gillespie Robinson & Grimm Inc.	4,384	$1,263	03/31/2024
IWB	4,384	$1,263	03/31/2024
Financial Advisory Corp UT ADV	4,386	$1,263	03/31/2024
IWB	4,386	$1,263	03/31/2024
Tiemann Investment Advisors LLC	4,810	$1,261	12/31/2023
IWB	4,810	$1,261	12/31/2023
Putnam FL Investment Management Co.	4,798	$1,258	12/31/2023
IWB	4,798	$1,258	12/31/2023
Mainstay Capital Management LLC ADV	4,780	$1,254	12/31/2023
IWB	4,780	$1,254	12/31/2023
Qube Research & Technologies Ltd	4,777	$1,253	12/31/2023
IWB	4,777	$1,253	12/31/2023
CoreCap Advisors LLC	4,775	$1,252	12/31/2023
IWB	4,775	$1,252	12/31/2023
Equitable Trust Co.	4,317	$1,243	03/31/2024
IWB	4,317	$1,243	03/31/2024
Objective Capital Management LLC	4,692	$1,230	12/31/2023
IWB	4,692	$1,230	12/31/2023
Neumann Capital Management LLC	4,683	$1,228	12/31/2023
IWB	4,683	$1,228	12/31/2023
IHT Wealth Management LLC	4,659	$1,222	12/31/2023
IWB	4,659	$1,222	12/31/2023
Legacy Trust	4,238	$1,221	03/31/2024
IWB	4,238	$1,221	03/31/2024
Leavell Investment Management Inc.	4,221	$1,216	03/31/2024
IWB	4,221	$1,216	03/31/2024
Vishria Bird Financial Group LLC	4,182	$1,205	03/31/2024
IWB	4,182	$1,205	03/31/2024
BancorpSouth Bank	4,581	$1,201	12/31/2023
IWB	4,581	$1,201	12/31/2023
Frank Rimerman Advisors LLC	4,535	$1,189	12/31/2023
IWB	4,535	$1,189	12/31/2023
Instrumental Wealth LLC	4,404	$1,176	12/31/2023
IWB	4,404	$1,176	12/31/2023
First National Trust Co	4,075	$1,174	03/31/2024
IWB	4,075	$1,174	03/31/2024
Wick Capital Partners LLC	4,464	$1,171	12/31/2023
IWB	4,464	$1,171	12/31/2023
Wolf Group Capital Advisors	4,040	$1,164	03/31/2024
IWB	4,040	$1,164	03/31/2024
McCarthy Asset Management Inc.	4,417	$1,158	12/31/2023
IWB	4,417	$1,158	12/31/2023
Connecticut Wealth Management LLC	4,380	$1,149	12/31/2023
IWB	4,380	$1,149	12/31/2023
USA Financial Portformulas Corp	4,363	$1,144	12/31/2023
IWB	4,363	$1,144	12/31/2023
TSA Wealth Managment LLC	4,362	$1,144	12/31/2023
IWB	4,362	$1,144	12/31/2023
Truepoint Inc.	4,350	$1,141	12/31/2023
IWB	4,350	$1,141	12/31/2023
Advisor Resource Council	3,968	$1,134	03/31/2024
IWB	3,968	$1,134	03/31/2024
Capital Asset Advisory Services LLC	3,971	$1,133	03/31/2024
IWB	3,971	$1,133	03/31/2024
J.W. Cole Advisors Inc.	4,292	$1,126	12/31/2023
IWB	4,292	$1,126	12/31/2023
Soundwatch Capital LLC	4,291	$1,125	12/31/2023
IWB	4,291	$1,125	12/31/2023
Carolinas Wealth Consulting LLC	4,263	$1,118	12/31/2023
IWB	4,263	$1,118	12/31/2023
17 Capital Partners LLC	3,839	$1,106	03/31/2024
IWB	3,839	$1,106	03/31/2024
Two Sigma Securities LLC	4,205	$1,103	12/31/2023
IWB	4,205	$1,103	12/31/2023
Heritage Wealth Advisors	4,200	$1,101	12/31/2023
IWB	4,200	$1,101	12/31/2023
Callan Capital LLC	4,195	$1,100	12/31/2023
IWB	4,195	$1,100	12/31/2023
Good Life Advisors LLC	4,193	$1,100	12/31/2023
IWB	4,193	$1,100	12/31/2023
EQ LLC	4,178	$1,096	12/31/2023
IWB	4,178	$1,096	12/31/2023
Paces Ferry Wealth Advisors LLC	4,179	$1,096	12/31/2023
IWB	4,179	$1,096	12/31/2023
Wedmont Private Capital	3,816	$1,091	03/31/2024
IWB	3,816	$1,091	03/31/2024
Diversified Portfolios Inc.	4,135	$1,084	12/31/2023
IWB	4,135	$1,084	12/31/2023
Choate Investment Advisors	4,084	$1,071	12/31/2023
IWB	4,084	$1,071	12/31/2023
Keebeck Wealth Management LLC	4,082	$1,071	12/31/2023
IWB	4,082	$1,071	12/31/2023
Brookstone Capital Management	3,702	$1,066	03/31/2024
IWB	3,702	$1,066	03/31/2024
Philip James Wealth Mangement LLC	4,055	$1,063	12/31/2023
IWB	4,055	$1,063	12/31/2023
Soundmark Wealth Management LLC	3,683	$1,061	03/31/2024
IWB	3,683	$1,061	03/31/2024
Petredis Investment Advisors LLC	3,684	$1,061	03/31/2024
IWB	3,684	$1,061	03/31/2024
Pacific Financial Group Inc.	4,043	$1,060	12/31/2023
IWB	4,043	$1,060	12/31/2023
McClarren Financial Advisors Inc.	4,032	$1,058	12/31/2023
IWB	4,032	$1,058	12/31/2023
Carnegie Capital Asset Management LLC	4,030	$1,057	12/31/2023
IWB	4,030	$1,057	12/31/2023
Western Wealth Management LLC	4,022	$1,055	12/31/2023
IWB	4,022	$1,055	12/31/2023
Resource Planning Group	3,995	$1,048	12/31/2023
IWB	3,995	$1,048	12/31/2023
Eagle Strategies LLC	3,628	$1,045	03/31/2024
IWB	3,628	$1,045	03/31/2024
Ellevest Inc.	3,981	$1,044	12/31/2023
IWB	3,981	$1,044	12/31/2023
Cornerstone Planning Group LLC	3,980	$1,044	12/31/2023
IWB	3,980	$1,044	12/31/2023
Fragasso Group Inc.	3,617	$1,042	03/31/2024
IWB	3,617	$1,042	03/31/2024
Benjamin F. Edwards & Company Inc.	3,958	$1,038	12/31/2023
IWB	3,958	$1,038	12/31/2023
Alcosta Capital Management Inc.	3,959	$1,038	12/31/2023
IWB	3,959	$1,038	12/31/2023
Financial Counselors Inc.	3,903	$1,024	12/31/2023
IWB	3,903	$1,024	12/31/2023
Legacy Private Trust Co.	3,533	$1,018	03/31/2024
IWB	3,533	$1,018	03/31/2024
Concentric Wealth Management LLC	3,881	$1,018	12/31/2023
IWB	3,881	$1,018	12/31/2023
Kingsview Wealth Management LLC	3,882	$1,018	12/31/2023
IWB	3,882	$1,018	12/31/2023
Balentine LLC	3,866	$1,014	12/31/2023
IWB	3,866	$1,014	12/31/2023
D. E. Shaw & Co. Inc.	3,853	$1,010	12/31/2023
IWB	3,853	$1,010	12/31/2023
Key Financial Inc	3,846	$1,009	12/31/2023
IWB	3,846	$1,009	12/31/2023
GTS Securities LLC	3,839	$1,007	12/31/2023
IWB	3,839	$1,007	12/31/2023
Wealthstream Advisors Inc.	3,805	$998	12/31/2023
IWB	3,805	$998	12/31/2023
Tanager Wealth Management LLP	3,800	$997	12/31/2023
IWB	3,800	$997	12/31/2023
Axxcess Wealth Management LLC	3,782	$992	12/31/2023
IWB	3,782	$992	12/31/2023
Miller Investment Management LP	3,779	$991	12/31/2023
IWB	3,779	$991	12/31/2023
Vawter Financial Ltd.	3,779	$991	12/31/2023
IWB	3,779	$991	12/31/2023
TI Trust Inc.	3,419	$985	03/31/2024
IWB	3,419	$985	03/31/2024
Warren Street Wealth Advisors LLC	3,757	$985	12/31/2023
IWB	3,757	$985	12/31/2023
Syverson Strege & Co	3,746	$982	12/31/2023
IWB	3,746	$982	12/31/2023
Mesirow Financial Investment Management Inc.	3,404	$981	03/31/2024
IWB	3,404	$981	03/31/2024
Grandfield & Dodd LLC	3,723	$976	12/31/2023
IWB	3,723	$976	12/31/2023
Buckingham Strategic Partners	3,720	$976	12/31/2023
IWB	3,720	$976	12/31/2023
Lake Street Financial LLC	3,379	$973	03/31/2024
IWB	3,379	$973	03/31/2024
Kades & Cheifetz LLC	3,695	$969	12/31/2023
IWB	3,695	$969	12/31/2023
Raymond James Trust N.A.	3,348	$964	03/31/2024
IWB	3,348	$964	03/31/2024
Voya Investment Management LLC	3,675	$964	12/31/2023
IWB	3,675	$964	12/31/2023
Source Financial Advisors LLC	3,670	$962	12/31/2023
IWB	3,670	$962	12/31/2023
Fifth Third Securities Inc.	3,338	$961	03/31/2024
IWB	3,338	$961	03/31/2024
AdvisorNet Financial Inc	3,312	$954	03/31/2024
IWB	3,312	$954	03/31/2024
Oldfather Financial Services LLC	3,304	$952	03/31/2024
IWB	3,304	$952	03/31/2024
KM Capital Management Ltd.	3,622	$950	12/31/2023
IWB	3,622	$950	12/31/2023
Nicolet Bankshares Inc.	3,606	$946	12/31/2023
IWB	3,606	$946	12/31/2023
Taylor Cottrill Erickson & Associates Inc.	3,598	$944	12/31/2023
IWB	3,598	$944	12/31/2023
Courier Capital LLC	3,264	$940	03/31/2024
IWB	3,264	$940	03/31/2024
Flaharty Asset Management LLC	3,573	$937	12/31/2023
IWB	3,573	$937	12/31/2023
One Wealth Advisors LLC	3,246	$935	03/31/2024
IWB	3,246	$935	03/31/2024
Country Trust Bank	3,237	$932	03/31/2024
IWB	3,237	$932	03/31/2024
DHJJ Financial Advisors Ltd.	3,225	$929	03/31/2024
IWB	3,225	$929	03/31/2024
Oppenheimer & Co. Inc.	3,521	$923	12/31/2023
IWB	3,521	$923	12/31/2023
Massmutual Trust Co. FSB ADV	3,193	$920	03/31/2024
IWB	3,193	$920	03/31/2024
Cortland Associates Inc. MO	3,180	$916	03/31/2024
IWB	3,180	$916	03/31/2024
Cozad Asset Management Inc.	3,477	$912	12/31/2023
IWB	3,477	$912	12/31/2023
CJM Wealth Advisers Ltd.	3,157	$909	03/31/2024
IWB	3,157	$909	03/31/2024
Wealth Alliance	3,468	$909	12/31/2023
IWB	3,468	$909	12/31/2023
Retirement Planning Group	3,152	$908	03/31/2024
IWB	3,152	$908	03/31/2024
SNS Financial Group LLC	3,151	$908	03/31/2024
IWB	3,151	$908	03/31/2024
Optimist Retirement Group LLC	3,438	$902	12/31/2023
IWB	3,438	$902	12/31/2023
Gries Financial LLC	3,418	$896	12/31/2023
IWB	3,418	$896	12/31/2023
ONE Advisory Partners LLC	3,105	$894	03/31/2024
IWB	3,105	$894	03/31/2024
Colonial Trust Advisors	3,400	$892	12/31/2023
IWB	3,400	$892	12/31/2023
Regal Investment Advisors LLC	3,384	$888	12/31/2023
IWB	3,384	$888	12/31/2023
Vista Private Wealth Partners. LLC	3,429	$885	12/31/2023
IWB	3,429	$885	12/31/2023
Brandywine Oak Private Wealth LLC	3,373	$885	12/31/2023
IWB	3,373	$885	12/31/2023
Steward Partners Investment Advisory LLC	3,357	$880	12/31/2023
IWB	3,357	$880	12/31/2023
Wagner Wealth Management LLC	3,045	$877	03/31/2024
IWB	3,045	$877	03/31/2024
Eagle Ridge Investment Management	3,041	$876	03/31/2024
IWB	3,041	$876	03/31/2024
Heartwood Wealth Advisors LLC	2,977	$857	03/31/2024
IWB	2,977	$857	03/31/2024
Bollard Group LLC	3,261	$855	12/31/2023
IWB	3,261	$855	12/31/2023
Fermata Advisors LLC	2,965	$854	03/31/2024
IWB	2,965	$854	03/31/2024
Horst & Graben Wealth Management LLC	2,952	$850	03/31/2024
IWB	2,952	$850	03/31/2024
Venturi Wealth Management LLC	2,945	$848	03/31/2024
IWB	2,945	$848	03/31/2024
TRUE Private Wealth Advisors	2,941	$847	03/31/2024
IWB	2,941	$847	03/31/2024
West Paces Advisors Inc.	2,940	$847	03/31/2024
IWB	2,940	$847	03/31/2024
Crestwood Advisors Group LLC	3,222	$845	12/31/2023
IWB	3,222	$845	12/31/2023
Segment Wealth Management LLC	2,919	$841	03/31/2024
IWB	2,919	$841	03/31/2024
Wealthquest Corp	3,206	$841	12/31/2023
IWB	3,206	$841	12/31/2023
Pinnacle Financial Partners Inc.	3,189	$836	12/31/2023
IWB	3,189	$836	12/31/2023
GPS Wealth Strategies Group LLC	3,185	$835	12/31/2023
IWB	3,185	$835	12/31/2023
Signature Securities Group Corporation	2,894	$834	03/31/2024
IWB	2,894	$834	03/31/2024
Capital Advisors Ltd. LLC	2,893	$833	03/31/2024
IWB	2,893	$833	03/31/2024
Enzi Wealth	3,006	$833	03/31/2024
IWB	3,006	$833	03/31/2024
Advisors Capital Management LLC	3,168	$831	12/31/2023
IWB	3,168	$831	12/31/2023
Spinnaker Trust	3,165	$830	12/31/2023
IWB	3,165	$830	12/31/2023
United Asset Strategies Inc.	2,878	$829	03/31/2024
IWB	2,878	$829	03/31/2024
Deroy & Devereaux Private Investment Counsel Inc.	2,868	$826	03/31/2024
IWB	2,868	$826	03/31/2024
Waters Parkerson & CO. LLC	3,150	$826	12/31/2023
IWB	3,150	$826	12/31/2023
Meridian Wealth Advisors LLC	3,143	$824	12/31/2023
IWB	3,143	$824	12/31/2023
Wealth Architects LLC	3,121	$819	12/31/2023
IWB	3,121	$819	12/31/2023
Regimen Wealth LLC	3,116	$817	12/31/2023
IWB	3,116	$817	12/31/2023
Abundance Wealth Counselors	2,810	$809	03/31/2024
IWB	2,810	$809	03/31/2024
Citizens Financial Group Inc RI	3,053	$801	12/31/2023
IWB	3,053	$801	12/31/2023
Stock Yards Bank & Trust Co.	3,018	$792	12/31/2023
IWB	3,018	$792	12/31/2023
Global Retirement Partners LLC	2,738	$789	03/31/2024
IWB	2,738	$789	03/31/2024
Hemenway Trust Co LLC	3,010	$789	12/31/2023
IWB	3,010	$789	12/31/2023
Allen Mooney & Barnes Investment Advisors LLC	2,759	$786	03/31/2024
IWB	2,759	$786	03/31/2024
Centaurus Financial Inc.	2,983	$782	12/31/2023
IWB	2,983	$782	12/31/2023
LongView Wealth Management	2,708	$780	03/31/2024
IWB	2,708	$780	03/31/2024
Boston Trust Walden Corp	2,705	$779	03/31/2024
IWB	2,705	$779	03/31/2024
Ashton Thomas Private Wealth LLC	2,685	$773	03/31/2024
IWB	2,685	$773	03/31/2024
Summit Financial Group Inc.	2,674	$770	03/31/2024
IWB	2,674	$770	03/31/2024
Greenleaf Trust	2,932	$769	12/31/2023
IWB	2,932	$769	12/31/2023
RFG Advisory LLC	2,660	$766	03/31/2024
IWB	2,660	$766	03/31/2024
Shepherd Financial Partners LLC	2,657	$765	03/31/2024
IWB	2,657	$765	03/31/2024
Cyndeo Wealth Partners LLC	2,653	$764	03/31/2024
IWB	2,653	$764	03/31/2024
Capital Investment Advisors LLC	2,637	$760	03/31/2024
IWB	2,637	$760	03/31/2024
Hohimer Wealth Management LLC	2,882	$756	12/31/2023
IWB	2,882	$756	12/31/2023
True Link Financial Advisors LLC	2,616	$753	03/31/2024
IWB	2,616	$753	03/31/2024
Gladstone Institutional Advisory LLC	2,870	$753	12/31/2023
IWB	2,870	$753	12/31/2023
Fi3 FINANCIAL ADVISORS LLC	2,873	$753	12/31/2023
IWB	2,873	$753	12/31/2023
DHK Financial Advisors Inc.	2,870	$753	12/31/2023
IWB	2,870	$753	12/31/2023
Firethorn Wealth Partners LLC	2,602	$749	03/31/2024
IWB	2,602	$749	03/31/2024
Lowe Brockenbrough & Co. Inc.	2,855	$749	12/31/2023
IWB	2,855	$749	12/31/2023
Columbus Macro LLC	2,586	$745	03/31/2024
IWB	2,586	$745	03/31/2024
Meritage Portfolio Management	2,824	$741	12/31/2023
IWB	2,824	$741	12/31/2023
Tandem Capital Management Corp ADV	2,800	$734	12/31/2023
IWB	2,800	$734	12/31/2023
Almanack Investment Partners LLC.	2,796	$733	12/31/2023
IWB	2,796	$733	12/31/2023
Callan Family Office LLC	2,769	$726	12/31/2023
IWB	2,769	$726	12/31/2023
SOL Capital Management CO	2,511	$723	03/31/2024
IWB	2,511	$723	03/31/2024
Arete Wealth Advisors LLC	2,754	$722	12/31/2023
IWB	2,754	$722	12/31/2023
Facet Wealth Inc.	2,637	$716	12/31/2023
IWB	2,637	$716	12/31/2023
First Pacific Financial	2,477	$714	03/31/2024
IWB	2,477	$714	03/31/2024
Notis McConarty Edward	2,700	$708	12/31/2023
IWB	2,700	$708	12/31/2023
Azimuth Capital Investment Management LLC	2,697	$707	12/31/2023
IWB	2,697	$707	12/31/2023
Childress Capital Advisors LLC	2,450	$706	03/31/2024
IWB	2,450	$706	03/31/2024
Spectrum Asset Management Inc. NB CA	2,447	$705	03/31/2024
IWB	2,447	$705	03/31/2024
ShoreHaven Wealth Partners LLC	2,676	$702	12/31/2023
IWB	2,676	$702	12/31/2023
Sprinkle Financial Consultants LLC	2,427	$699	03/31/2024
IWB	2,427	$699	03/31/2024
Cahaba Wealth Management Inc.	2,425	$698	03/31/2024
IWB	2,425	$698	03/31/2024
LGL Partners LLC	2,637	$692	12/31/2023
IWB	2,637	$692	12/31/2023
Flagship Harbor Advisors LLC	2,400	$691	03/31/2024
IWB	2,400	$691	03/31/2024
Foundations Investment Advisors LLC	2,562	$690	12/31/2023
IWB	2,562	$690	12/31/2023
Simon Quick Advisors LLC	2,380	$686	03/31/2024
IWB	2,380	$686	03/31/2024
Meridian Wealth Management LLC	2,371	$683	03/31/2024
IWB	2,371	$683	03/31/2024
Aspen Investment Management Inc	2,342	$675	03/31/2024
IWB	2,342	$675	03/31/2024
HM Payson & Co.	2,570	$674	12/31/2023
IWB	2,570	$674	12/31/2023
Clifford Swan Investment Counsel LLC	2,338	$673	03/31/2024
IWB	2,338	$673	03/31/2024
Midland Wealth Advisors LLC	2,560	$671	12/31/2023
IWB	2,560	$671	12/31/2023
Transatlantique Private Wealth LLC	2,549	$669	12/31/2023
IWB	2,549	$669	12/31/2023
GYL Financial Synergies LLC	2,531	$664	12/31/2023
IWB	2,531	$664	12/31/2023
Insight Financial Services	2,300	$662	03/31/2024
IWB	2,300	$662	03/31/2024
International Assets Investment Management LLC	2,290	$658	03/31/2024
IWB	2,290	$658	03/31/2024
Headinvest LLC	2,489	$653	12/31/2023
IWB	2,489	$653	12/31/2023
David Loasby	2,519	$650	12/31/2023
IWB	2,519	$650	12/31/2023
Verum Partners LLC	2,247	$647	03/31/2024
IWB	2,247	$647	03/31/2024
Osborne Partners Capital Management LLC	2,238	$645	03/31/2024
IWB	2,238	$645	03/31/2024
Next Level Private LLC	2,234	$644	03/31/2024
IWB	2,234	$644	03/31/2024
Ancora Advisors LLC	2,453	$643	12/31/2023
IWB	2,453	$643	12/31/2023
BLB&B Advisors LLC	2,224	$641	03/31/2024
IWB	2,224	$641	03/31/2024
Salem Investment Counselors Inc.	2,215	$638	03/31/2024
IWB	2,215	$638	03/31/2024
DAVENPORT & Co LLC	2,431	$638	12/31/2023
IWB	2,431	$638	12/31/2023
Riverbridge Partners LLC	2,204	$635	03/31/2024
IWB	2,204	$635	03/31/2024
Kohmann Bosshard Financial Services LLC	2,203	$635	03/31/2024
IWB	2,203	$635	03/31/2024
Congress Wealth Management LLC DE	2,180	$628	03/31/2024
IWB	2,180	$628	03/31/2024
Verdence Capital Advisors LLC	2,169	$625	03/31/2024
IWB	2,169	$625	03/31/2024
MONECO Advisors LLC	2,165	$624	03/31/2024
IWB	2,165	$624	03/31/2024
MEMBERS Trust Co	2,156	$621	03/31/2024
IWB	2,156	$621	03/31/2024
Fulton Breakefield Broenniman LLC	2,353	$617	12/31/2023
IWB	2,353	$617	12/31/2023
Edgestream Partners L.P.	2,338	$613	12/31/2023
IWB	2,338	$613	12/31/2023
Saxony Capital Management LLC	2,335	$612	12/31/2023
IWB	2,335	$612	12/31/2023
Pinnacle Wealth Planning Services Inc.	2,333	$612	12/31/2023
IWB	2,333	$612	12/31/2023
Astoria Strategic Wealth Inc.	2,328	$611	12/31/2023
IWB	2,328	$611	12/31/2023
Signaturefd LLC	2,322	$609	12/31/2023
IWB	2,322	$609	12/31/2023
SOA Wealth Advisors LLC.	2,110	$608	03/31/2024
IWB	2,110	$608	03/31/2024
Harbor Group Inc.	2,093	$603	03/31/2024
IWB	2,093	$603	03/31/2024
Heritage Financial Services LLC	2,299	$603	12/31/2023
IWB	2,299	$603	12/31/2023
Tritonpoint Wealth LLC	2,089	$602	03/31/2024
IWB	2,089	$602	03/31/2024
Buttonwood Financial Advisors Inc.	2,086	$601	03/31/2024
IWB	2,086	$601	03/31/2024
Thoroughbred Financial Services LLC	2,291	$600	12/31/2023
IWB	2,291	$600	12/31/2023
Y Intercept Hong Kong Ltd	2,287	$600	12/31/2023
IWB	2,287	$600	12/31/2023
Blankinship & Foster LLC	2,273	$596	12/31/2023
IWB	2,273	$596	12/31/2023
WNY Asset Management LLC	2,255	$591	12/31/2023
IWB	2,255	$591	12/31/2023
Girard Partners LTD.	2,249	$590	12/31/2023
IWB	2,249	$590	12/31/2023
Orgel Wealth Management LLC	2,043	$588	03/31/2024
IWB	2,043	$588	03/31/2024
Capital Advisors Wealth Management LLC	2,041	$588	03/31/2024
IWB	2,041	$588	03/31/2024
Acorn Wealth Advisors LLC	2,038	$587	03/31/2024
IWB	2,038	$587	03/31/2024
Morris Financial Concepts Inc.	2,032	$585	03/31/2024
IWB	2,032	$585	03/31/2024
Smith Salley & Associates	2,214	$581	12/31/2023
IWB	2,214	$581	12/31/2023
Lwmg LLC	2,213	$580	12/31/2023
IWB	2,213	$580	12/31/2023
Hollencrest Capital Management	2,208	$579	12/31/2023
IWB	2,208	$579	12/31/2023
Hurlow Wealth Management Group Inc.	2,007	$578	03/31/2024
IWB	2,007	$578	03/31/2024
Berkeley Capital Partners LLC	2,200	$577	12/31/2023
IWB	2,200	$577	12/31/2023
Kavar Capital Partners Group LLC	2,202	$577	12/31/2023
IWB	2,202	$577	12/31/2023
Northside Capital Management LLC	1,995	$575	03/31/2024
IWB	1,995	$575	03/31/2024
K.J. Harrison & Partners Inc	1,993	$574	03/31/2024
IWB	1,993	$574	03/31/2024
Atalanta Sosnoff Capital LLC	2,170	$569	12/31/2023
IWB	2,170	$569	12/31/2023
Country Club Bank GFN	1,973	$568	03/31/2024
IWB	1,973	$568	03/31/2024
Prosperity Consulting Group LLC	2,142	$562	12/31/2023
IWB	2,142	$562	12/31/2023
Kickstand Ventures LLC.	2,143	$562	12/31/2023
IWB	2,143	$562	12/31/2023
Financial Gravity Asset Management Inc.	2,132	$559	12/31/2023
IWB	2,132	$559	12/31/2023
Willis Johnson & Associates Inc.	1,931	$556	03/31/2024
IWB	1,931	$556	03/31/2024
Golden Road Advisors LLC	1,913	$551	03/31/2024
IWB	1,913	$551	03/31/2024
Staley Capital Advisers Inc.	2,100	$551	12/31/2023
IWB	2,100	$551	12/31/2023
Belvedere Trading LLC	2,100	$551	12/31/2023
IWB	2,100	$551	12/31/2023
Paragon Financial Partners Inc.	1,905	$549	03/31/2024
IWB	1,905	$549	03/31/2024
CIBC World Markets Inc.	2,074	$544	12/31/2023
IWB	2,074	$544	12/31/2023
Houlihan Financial Resource Group Ltd.	2,073	$544	12/31/2023
IWB	2,073	$544	12/31/2023
Parthenon LLC	2,060	$540	12/31/2023
IWB	2,060	$540	12/31/2023
Zhang Financial LLC	1,856	$535	03/31/2024
IWB	1,856	$535	03/31/2024
Douglass Winthrop Advisors LLC	2,040	$535	12/31/2023
IWB	2,040	$535	12/31/2023
Nicholas Hoffman & Company LLC.	1,845	$531	03/31/2024
IWB	1,845	$531	03/31/2024
Cherry Creek Investment Advisors Inc.	1,822	$525	03/31/2024
IWB	1,822	$525	03/31/2024
Citizens National Bank Trust Department	2,000	$525	12/31/2023
IWB	2,000	$525	12/31/2023
PFG Investments LLC	1,812	$522	03/31/2024
IWB	1,812	$522	03/31/2024
Waterfront Wealth Inc.	1,987	$521	12/31/2023
IWB	1,987	$521	12/31/2023
Scientech Research LLC	1,971	$517	12/31/2023
IWB	1,971	$517	12/31/2023
Tranquility Partners LLC	1,962	$515	12/31/2023
IWB	1,962	$515	12/31/2023
Apollon Wealth Management LLC	1,955	$513	12/31/2023
IWB	1,955	$513	12/31/2023
Ruggaard & Associates LLC	1,955	$513	12/31/2023
IWB	1,955	$513	12/31/2023
Silverleafe Capital Partners LLC	1,765	$508	03/31/2024
IWB	1,765	$508	03/31/2024
BIP Wealth LLC	1,933	$507	12/31/2023
IWB	1,933	$507	12/31/2023
Soltis Investment Advisors LLC	1,906	$500	12/31/2023
IWB	1,906	$500	12/31/2023
Journey Advisory Group LLC	1,908	$500	12/31/2023
IWB	1,908	$500	12/31/2023
Veriti Management LLC	1,727	$497	03/31/2024
IWB	1,727	$497	03/31/2024
LGT Financial Advisors LLC	1,875	$492	12/31/2023
IWB	1,875	$492	12/31/2023
Summit Financial LLC	1,699	$489	03/31/2024
IWB	1,699	$489	03/31/2024
Focus Financial Network Inc. ADV	1,859	$488	12/31/2023
IWB	1,859	$488	12/31/2023
Forte Asset Management LLC	1,855	$486	12/31/2023
IWB	1,855	$486	12/31/2023
Murphy Middleton Hinkle & Parker Inc.	1,685	$485	03/31/2024
IWB	1,685	$485	03/31/2024
Arbor Wealth Advisors LLC	1,684	$485	03/31/2024
IWB	1,684	$485	03/31/2024
SkyOak Wealth LLC	1,831	$480	12/31/2023
IWB	1,831	$480	12/31/2023
Highview Capital Management LLC DE	1,659	$478	03/31/2024
IWB	1,659	$478	03/31/2024
Delta Investment Management LLC	1,823	$478	12/31/2023
IWB	1,823	$478	12/31/2023
Americana Partners LLC	1,823	$478	12/31/2023
IWB	1,823	$478	12/31/2023
Resurgent Financial Advisors LLC	1,795	$471	12/31/2023
IWB	1,795	$471	12/31/2023
Pinnacle Associates Ltd.	1,620	$467	03/31/2024
IWB	1,620	$467	03/31/2024
Sunbelt Securities Inc.	1,621	$467	03/31/2024
IWB	1,621	$467	03/31/2024
Lpwm LLC	1,650	$467	03/31/2024
IWB	1,650	$467	03/31/2024
Summit Place Financial Advisors LLC	1,778	$466	12/31/2023
IWB	1,778	$466	12/31/2023
PACK Private Wealth LLC	1,772	$465	12/31/2023
IWB	1,772	$465	12/31/2023
HTLF Bank	1,607	$463	03/31/2024
IWB	1,607	$463	03/31/2024
Valmark Advisers Inc.	1,760	$462	12/31/2023
IWB	1,760	$462	12/31/2023
Synovus Financial Corp	1,749	$459	12/31/2023
IWB	1,749	$459	12/31/2023
Gratus Capital LLC	1,747	$458	12/31/2023
IWB	1,747	$458	12/31/2023
Northstar Group Inc.	1,586	$457	03/31/2024
IWB	1,586	$457	03/31/2024
Abacus Planning Group Inc.	1,578	$455	03/31/2024
IWB	1,578	$455	03/31/2024
KilterHowling LLC	1,673	$455	12/31/2023
IWB	1,673	$455	12/31/2023
Greenwood Gearhart Inc.	1,733	$454	12/31/2023
IWB	1,733	$454	12/31/2023
O Brien Wealth Partners LLC	1,574	$453	03/31/2024
IWB	1,574	$453	03/31/2024
Chesapeake Wealth Management	1,706	$447	12/31/2023
IWB	1,706	$447	12/31/2023
Tolleson Wealth Management Inc.	1,690	$443	12/31/2023
IWB	1,690	$443	12/31/2023
Cetera Trust Company N.A	1,675	$439	12/31/2023
IWB	1,675	$439	12/31/2023
Betterment LLC	1,671	$438	12/31/2023
IWB	1,671	$438	12/31/2023
WealthPLAN Partners LLC	1,668	$437	12/31/2023
IWB	1,668	$437	12/31/2023
Grimes & Company Inc.	1,515	$436	03/31/2024
IWB	1,515	$436	03/31/2024
Palisade Asset Management LLC	1,660	$435	12/31/2023
IWB	1,660	$435	12/31/2023
Townsquare Capital LLC	1,658	$435	12/31/2023
IWB	1,658	$435	12/31/2023
Flagship Private Wealth LLC	1,655	$434	12/31/2023
IWB	1,655	$434	12/31/2023
1ST Source Bank	1,652	$433	12/31/2023
IWB	1,652	$433	12/31/2023
Sentry LLC	1,492	$430	03/31/2024
IWB	1,492	$430	03/31/2024
Kelman Lazarov Inc.	1,641	$430	12/31/2023
IWB	1,641	$430	12/31/2023
Thrive Wealth Management LLC	1,488	$429	03/31/2024
IWB	1,488	$429	03/31/2024
Paradigm Strategies in Wealth Management LLC	1,630	$427	12/31/2023
IWB	1,630	$427	12/31/2023
Marks Group Wealth Management Inc	1,622	$425	12/31/2023
IWB	1,622	$425	12/31/2023
U.S. Capital Wealth Advisors LLC	1,618	$424	12/31/2023
IWB	1,618	$424	12/31/2023
Redwood Wealth Management Group LLC	1,614	$423	12/31/2023
IWB	1,614	$423	12/31/2023
Savvy Advisors Inc.	1,604	$421	12/31/2023
IWB	1,604	$421	12/31/2023
Beaumont Financial Advisors LLC	1,581	$415	12/31/2023
IWB	1,581	$415	12/31/2023
Prio Wealth Limited Partnership	1,565	$410	12/31/2023
IWB	1,565	$410	12/31/2023
Alera Investment Advisors LLC	1,548	$406	12/31/2023
IWB	1,548	$406	12/31/2023
BSW Wealth Partners	1,406	$405	03/31/2024
IWB	1,406	$405	03/31/2024
Golden State Equity Partners	1,544	$405	12/31/2023
IWB	1,544	$405	12/31/2023
Global Wealth Strategies & Associates	1,400	$403	03/31/2024
IWB	1,400	$403	03/31/2024
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.	1,535	$403	12/31/2023
IWB	1,535	$403	12/31/2023
AlphaCore Capital LLC	1,537	$403	12/31/2023
IWB	1,537	$403	12/31/2023
Plante Moran Financial Advisors LLC	1,534	$402	12/31/2023
IWB	1,534	$402	12/31/2023
Madden Advisory Services Inc.	1,523	$399	12/31/2023
IWB	1,523	$399	12/31/2023
Northeast Financial Consultants Inc	1,519	$398	12/31/2023
IWB	1,519	$398	12/31/2023
GLOBALT Investments LLC GA	1,514	$397	12/31/2023
IWB	1,514	$397	12/31/2023
Reynders McVeigh Capital Management LLC	1,501	$394	12/31/2023
IWB	1,501	$394	12/31/2023
Chatham Capital Group Inc.	1,358	$391	03/31/2024
IWB	1,358	$391	03/31/2024
Cornerstone Wealth Management LLC	1,353	$390	03/31/2024
IWB	1,353	$390	03/31/2024
Scharf Investments LLC	1,351	$389	03/31/2024
IWB	1,351	$389	03/31/2024
Bay Colony Advisory Group Inc d b a Bay Colony Advisors	1,481	$388	12/31/2023
IWB	1,481	$388	12/31/2023
Bogart Wealth LLC	1,336	$385	03/31/2024
IWB	1,336	$385	03/31/2024
Levy Wealth Management Group LLC	1,470	$385	03/31/2024
IWB	1,470	$385	03/31/2024
Personal CFO Solutions LLC	1,469	$385	12/31/2023
IWB	1,469	$385	12/31/2023
Missouri Trust & Investment Co	1,464	$384	12/31/2023
IWB	1,464	$384	12/31/2023
AAFCPAs Wealth Management LLC	1,461	$383	12/31/2023
IWB	1,461	$383	12/31/2023
Quantbot Technologies LP	1,450	$380	12/31/2023
IWB	1,450	$380	12/31/2023
Patton Albertson Miller Group LLC	1,317	$379	03/31/2024
IWB	1,317	$379	03/31/2024
Ameritas Advisory Services LLC	1,407	$379	12/31/2023
IWB	1,407	$379	12/31/2023
L.M. Kohn & Company	1,311	$378	03/31/2024
IWB	1,311	$378	03/31/2024
Migdal Insurance & Financial Holdings Ltd.	1,438	$378	12/31/2023
IWB	1,438	$378	12/31/2023
Financial Advisory Service Inc.	1,439	$377	12/31/2023
IWB	1,439	$377	12/31/2023
Traynor Capital Management Inc.	1,306	$376	03/31/2024
IWB	1,306	$376	03/31/2024
Asset Management Group Inc.	1,431	$375	12/31/2023
IWB	1,431	$375	12/31/2023
Meeder Asset Management Inc.	1,411	$370	12/31/2023
IWB	1,411	$370	12/31/2023
Legacy Capital Wealth Partners LLC	1,403	$368	12/31/2023
IWB	1,403	$368	12/31/2023
Dfpg Investments LLC	1,418	$366	12/31/2023
IWB	1,418	$366	12/31/2023
Annex Advisory Services LLC	1,262	$363	03/31/2024
IWB	1,262	$363	03/31/2024
Private Portfolio Partners LLC	1,385	$363	12/31/2023
IWB	1,385	$363	12/31/2023
Foster & Motley Inc.	1,258	$362	03/31/2024
IWB	1,258	$362	03/31/2024
Vestmark Advisory Solutions Inc.	1,376	$361	12/31/2023
IWB	1,376	$361	12/31/2023
GFG Capital LLC	1,370	$359	12/31/2023
IWB	1,370	$359	12/31/2023
Atlas Brown Inc.	1,239	$357	03/31/2024
IWB	1,239	$357	03/31/2024
TD Capital Management LLC	1,363	$357	12/31/2023
IWB	1,363	$357	12/31/2023
Cambridge Trust Co.	1,357	$356	12/31/2023
IWB	1,357	$356	12/31/2023
Abacus Wealth Partners LLC	1,221	$352	03/31/2024
IWB	1,221	$352	03/31/2024
Union Savings Bank	1,344	$352	12/31/2023
IWB	1,344	$352	12/31/2023
Fisher Asset Management LLC	1,317	$346	12/31/2023
IWB	1,317	$346	12/31/2023
First American Trust FSB	1,314	$345	12/31/2023
IWB	1,314	$345	12/31/2023
Pointe Capital Management LLC	1,297	$340	12/31/2023
IWB	1,297	$340	12/31/2023
PBMares Wealth Management LLC	1,296	$340	12/31/2023
IWB	1,296	$340	12/31/2023
Saxon Interests Inc.	1,175	$339	03/31/2024
IWB	1,175	$339	03/31/2024
Beirne Wealth Consulting Services LLC	1,291	$339	12/31/2023
IWB	1,291	$339	12/31/2023
Napatree Capital LLC	1,281	$336	12/31/2023
IWB	1,281	$336	12/31/2023
Baker Ellis Asset Management LLC	1,150	$331	03/31/2024
IWB	1,150	$331	03/31/2024
Capital International Investors	1,246	$328	12/31/2023
IWB	1,246	$328	12/31/2023
Greenhouse Wealth Management LLC	1,128	$325	03/31/2024
IWB	1,128	$325	03/31/2024
Geneos Wealth Management Inc.	1,235	$324	12/31/2023
IWB	1,235	$324	12/31/2023
First Manhattan Co.	1,224	$321	12/31/2023
IWB	1,224	$321	12/31/2023
Dana Investment Advisors Inc.	1,221	$320	12/31/2023
IWB	1,221	$320	12/31/2023
Maple Capital Management Inc.	1,208	$317	12/31/2023
IWB	1,208	$317	12/31/2023
Imprint Wealth LLC	1,183	$317	12/31/2023
IWB	1,183	$317	12/31/2023
Summit Asset Management LLC	1,200	$315	12/31/2023
IWB	1,200	$315	12/31/2023
Creegan & Nassoura Financial Group LLC	1,200	$315	12/31/2023
IWB	1,200	$315	12/31/2023
Willow Creek Wealth Management Inc.	1,190	$312	12/31/2023
IWB	1,190	$312	12/31/2023
Vista Capital Partners Inc.	1,182	$310	12/31/2023
IWB	1,182	$310	12/31/2023
Aurum Wealth Management Group LLC	1,073	$309	03/31/2024
IWB	1,073	$309	03/31/2024
Wedbush Securities Inc.	1,175	$308	12/31/2023
IWB	1,175	$308	12/31/2023
EPG Wealth Management LLC	1,129	$307	12/31/2023
IWB	1,129	$307	12/31/2023
Quadrant Private Wealth Management LLC	1,158	$304	12/31/2023
IWB	1,158	$304	12/31/2023
EWG Elevate Inc.	1,051	$303	03/31/2024
IWB	1,051	$303	03/31/2024
Keystone Wealth Services LLC	1,042	$300	03/31/2024
IWB	1,042	$300	03/31/2024
Signature Estate & Investment Advisors LLC	1,141	$299	12/31/2023
IWB	1,141	$299	12/31/2023
Essex Savings Bank	1,135	$298	03/31/2024
IWB	1,135	$298	03/31/2024
Anchor Investment Management LLC	1,128	$296	12/31/2023
IWB	1,128	$296	12/31/2023
Traverso Chambers Private Wealth Management LLC	1,126	$295	12/31/2023
IWB	1,126	$295	12/31/2023
McAdam LLC	1,019	$294	03/31/2024
IWB	1,019	$294	03/31/2024
Encompass Wealth Advisors LLC	1,120	$294	12/31/2023
IWB	1,120	$294	12/31/2023
Modern Wealth Management LLC	1,121	$294	12/31/2023
IWB	1,121	$294	12/31/2023
Transcend Wealth Collective LLC	1,118	$293	12/31/2023
IWB	1,118	$293	12/31/2023
Alesco Advisors LLC	1,115	$292	12/31/2023
IWB	1,115	$292	12/31/2023
NBC Securities Inc.	1,008	$291	03/31/2024
IWB	1,008	$291	03/31/2024
Meridian Wealth Partners LLC	1,111	$291	12/31/2023
IWB	1,111	$291	12/31/2023
Cherry Tree Wealth Management LLC	1,102	$289	12/31/2023
IWB	1,102	$289	12/31/2023
Bristlecone Advisors LLC	1,000	$288	03/31/2024
IWB	1,000	$288	03/31/2024
Advocate Group LLC	1,000	$288	03/31/2024
IWB	1,000	$288	03/31/2024
Gilliland Jeter Wealth Management LLC	1,100	$288	12/31/2023
IWB	1,100	$288	12/31/2023
Silver Oak Advisory Group Inc.	1,096	$287	12/31/2023
IWB	1,096	$287	12/31/2023
Aspire Wealth Management Corp	1,089	$286	12/31/2023
IWB	1,089	$286	12/31/2023
New Republic Capital LLC	1,085	$285	12/31/2023
IWB	1,085	$285	12/31/2023
Bedel Financial Consulting Inc.	1,084	$284	12/31/2023
IWB	1,084	$284	12/31/2023
Cardinal Point Capital Management ULC	979	$282	03/31/2024
IWB	979	$282	03/31/2024
S.A. Mason LLC	975	$281	03/31/2024
IWB	975	$281	03/31/2024
Revolve Wealth Partners LLC	977	$281	03/31/2024
IWB	977	$281	03/31/2024
Range Financial Group LLC	974	$281	03/31/2024
IWB	974	$281	03/31/2024
James J. Burns & Company LLC	986	$281	03/31/2024
IWB	986	$281	03/31/2024
Glass Jacobson Investment Advisors llc	977	$281	03/31/2024
IWB	977	$281	03/31/2024
Lcnb Corp	1,065	$279	12/31/2023
IWB	1,065	$279	12/31/2023
Moss Adams Wealth Advisors LLC	1,062	$279	12/31/2023
IWB	1,062	$279	12/31/2023
Tenon Financial LLC	966	$278	03/31/2024
IWB	966	$278	03/31/2024
Gibson Capital LLC	958	$276	03/31/2024
IWB	958	$276	03/31/2024
Fulcrum Capital LLC	957	$276	03/31/2024
IWB	957	$276	03/31/2024
JPL Wealth Management LLC	1,054	$276	12/31/2023
IWB	1,054	$276	12/31/2023
Etesian Wealth Advisors Inc.	940	$271	03/31/2024
IWB	940	$271	03/31/2024
Wellspring Financial Advisors LLC	1,033	$271	12/31/2023
IWB	1,033	$271	12/31/2023
Investmark Advisory Group LLC	1,033	$271	12/31/2023
IWB	1,033	$271	12/31/2023
NBT Bank N A NY	937	$270	03/31/2024
IWB	937	$270	03/31/2024
Evergreen Capital Management LLC	1,030	$270	12/31/2023
IWB	1,030	$270	12/31/2023
Smith Anglin Financial LLC	924	$266	03/31/2024
IWB	924	$266	03/31/2024
Twelve Points Wealth Management LLC	916	$264	03/31/2024
IWB	916	$264	03/31/2024
Juncture Wealth Strategies LLC	913	$263	03/31/2024
IWB	913	$263	03/31/2024
ODonnell Financial Services LLC	914	$263	03/31/2024
IWB	914	$263	03/31/2024
King Wealth	994	$261	12/31/2023
IWB	994	$261	12/31/2023
Howard Wealth Management LLC	995	$261	12/31/2023
IWB	995	$261	12/31/2023
Hardy Reed LLC	992	$260	12/31/2023
IWB	992	$260	12/31/2023
Norway Savings Bank	900	$259	03/31/2024
IWB	900	$259	03/31/2024
New Century Financial Group LLC	896	$258	03/31/2024
IWB	896	$258	03/31/2024
Tudor Investment Corp Et Al	984	$258	12/31/2023
IWB	984	$258	12/31/2023
Keb Asset Management LLC	888	$256	03/31/2024
IWB	888	$256	03/31/2024
KCM Investment Advisors LLC	975	$256	12/31/2023
IWB	975	$256	12/31/2023
CIC Wealth LLC	885	$255	03/31/2024
IWB	885	$255	03/31/2024
FFT Wealth Management LLC	972	$255	12/31/2023
IWB	972	$255	12/31/2023
Bigelow Investment Advisors LLC	970	$254	12/31/2023
IWB	970	$254	12/31/2023
GenTrust LLC	880	$253	03/31/2024
IWB	880	$253	03/31/2024
Armstrong Advisory Group Inc.	966	$253	03/31/2024
IWB	966	$253	03/31/2024
Crescent Grove Advisors LLC	965	$253	12/31/2023
IWB	965	$253	12/31/2023
Moser Wealth Advisors LLC	964	$253	12/31/2023
IWB	964	$253	12/31/2023
AFT Forsyth & Company Inc.	958	$251	12/31/2023
IWB	958	$251	12/31/2023
Sage Rhino Capital LLC	868	$250	03/31/2024
IWB	868	$250	03/31/2024
Independent Advisor Alliance	952	$250	12/31/2023
IWB	952	$250	12/31/2023
Delta Asset Management LLC TN	950	$249	12/31/2023
IWB	950	$249	12/31/2023
Financial Network Wealth Management LLC	951	$249	12/31/2023
IWB	951	$249	12/31/2023
Principle Wealth Partners LLC	854	$246	03/31/2024
IWB	854	$246	03/31/2024
Greenspring Advisors LLC	854	$246	03/31/2024
IWB	854	$246	03/31/2024
Amplius Wealth Advisors LLC	850	$245	03/31/2024
IWB	850	$245	03/31/2024
United Advisor Group LLC	933	$245	12/31/2023
IWB	933	$245	12/31/2023
Edge Financial Advisors LLC	842	$243	03/31/2024
IWB	842	$243	03/31/2024
Madison Wealth Partners Inc	924	$242	12/31/2023
IWB	924	$242	12/31/2023
Allred Capital Management LLC	835	$241	03/31/2024
IWB	835	$241	03/31/2024
Wade Financial Advisory Inc	920	$241	12/31/2023
IWB	920	$241	12/31/2023
Better Money Decisions LLC	918	$241	12/31/2023
IWB	918	$241	12/31/2023
Kendall Capital Management	917	$240	12/31/2023
IWB	917	$240	12/31/2023
Accretive Wealth Partners LLC	916	$240	12/31/2023
IWB	916	$240	12/31/2023
Werba Rubin Papier Wealth Management	916	$240	12/31/2023
IWB	916	$240	12/31/2023
Krueger & Catalano Capital Partners LLC	827	$238	03/31/2024
IWB	827	$238	03/31/2024
Prestige Wealth Management Group LLC	827	$238	03/31/2024
IWB	827	$238	03/31/2024
Charter Trust Co.	822	$237	03/31/2024
IWB	822	$237	03/31/2024
Valley Forge Investment Consultants Inc. ADV	900	$236	12/31/2023
IWB	900	$236	12/31/2023
Iowa State Bank	800	$230	03/31/2024
IWB	800	$230	03/31/2024
Veracity Capital LLC	798	$230	03/31/2024
IWB	798	$230	03/31/2024
Melfa Wealth Management LLC	800	$230	03/31/2024
IWB	800	$230	03/31/2024
Covenant Partners LLC	876	$230	12/31/2023
IWB	876	$230	12/31/2023
Arthur M. Cohen & Associates LLC	794	$229	03/31/2024
IWB	794	$229	03/31/2024
Quest Investment Management LLC	875	$229	12/31/2023
IWB	875	$229	12/31/2023
Founders Financial Alliance LLC	875	$229	12/31/2023
IWB	875	$229	12/31/2023
Atomi Financial Group Inc.	868	$228	12/31/2023
IWB	868	$228	12/31/2023
Hill Investment Group Partners LLC	869	$228	12/31/2023
IWB	869	$228	12/31/2023
True North Advisors LLC	785	$226	03/31/2024
IWB	785	$226	03/31/2024
Total Wealth Planning LLC	784	$226	03/31/2024
IWB	784	$226	03/31/2024
JustInvest LLC	863	$226	12/31/2023
IWB	863	$226	12/31/2023
Howland Capital Management LLC	859	$225	12/31/2023
IWB	859	$225	12/31/2023
Galvin Gaustad & Stein LLC	777	$224	03/31/2024
IWB	777	$224	03/31/2024
Aureus Asset Management LLC	852	$224	12/31/2023
IWB	852	$224	12/31/2023
Wealth Advisors of Iowa LLC	855	$224	12/31/2023
IWB	855	$224	12/31/2023
Opal Wealth Advisors LLC	774	$223	03/31/2024
IWB	774	$223	03/31/2024
Capital Advisors Inc. OK	852	$223	12/31/2023
IWB	852	$223	12/31/2023
Kanawha Capital Management LLC	849	$223	12/31/2023
IWB	849	$223	12/31/2023
Financial Alternatives Inc	851	$223	12/31/2023
IWB	851	$223	12/31/2023
One Charles Private Wealth Services LLC	848	$222	12/31/2023
IWB	848	$222	12/31/2023
Evolution Wealth Advisors LLC	769	$221	03/31/2024
IWB	769	$221	03/31/2024
Beacon Harbor Wealth Advisors Inc.	843	$221	12/31/2023
IWB	843	$221	12/31/2023
JB Capital LLC	844	$221	12/31/2023
IWB	844	$221	12/31/2023
Shared Vision Wealth Group LLC	831	$218	12/31/2023
IWB	831	$218	12/31/2023
Atlantic Union Bankshares Corp	754	$217	03/31/2024
IWB	754	$217	03/31/2024
Pallas Capital Advisors LLC	755	$217	03/31/2024
IWB	755	$217	03/31/2024
Cherrydale Wealth Management LLC	754	$217	03/31/2024
IWB	754	$217	03/31/2024
Black Diamond Financial LLC	824	$216	12/31/2023
IWB	824	$216	12/31/2023
B.O.S.S. Retirement Advisors LLC	825	$216	12/31/2023
IWB	825	$216	12/31/2023
Private Trust Co. NA	747	$215	03/31/2024
IWB	747	$215	03/31/2024
Engrave Wealth Partners LLC	814	$213	12/31/2023
IWB	814	$213	12/31/2023
BlueChip Wealth Advisors LLC	812	$213	12/31/2023
IWB	812	$213	12/31/2023
WealthCollab LLC	812	$213	12/31/2023
IWB	812	$213	12/31/2023
Klingenstein Fields & Co. LP	810	$212	12/31/2023
IWB	810	$212	12/31/2023
Hutchinson Capital Management CA	806	$211	12/31/2023
IWB	806	$211	12/31/2023
Venture Visionary Partners LLC	803	$211	12/31/2023
IWB	803	$211	12/31/2023
ARS Wealth Advisors Group LLC	803	$211	12/31/2023
IWB	803	$211	12/31/2023
Redhawk Wealth Advisors Inc.	800	$210	12/31/2023
IWB	800	$210	12/31/2023
Camden Capital LLC	801	$210	12/31/2023
IWB	801	$210	12/31/2023
WestEnd Advisors LLC	796	$209	12/31/2023
IWB	796	$209	12/31/2023
Aptus Capital Advisors LLC	796	$209	12/31/2023
IWB	796	$209	12/31/2023
Starfox Financial Services LLC	797	$209	12/31/2023
IWB	797	$209	12/31/2023
Matrix Asset Advisors Inc. NY	721	$208	03/31/2024
IWB	721	$208	03/31/2024
LexAurum Advisors LLC	723	$208	03/31/2024
IWB	723	$208	03/31/2024
Wealth Effects LLC	723	$208	03/31/2024
IWB	723	$208	03/31/2024
Builder Investment Group Inc. ADV	793	$208	12/31/2023
IWB	793	$208	12/31/2023
Isthmus Partners LLC	795	$208	12/31/2023
IWB	795	$208	12/31/2023
Fifth Third Wealth Advisors LLC	717	$207	03/31/2024
IWB	717	$207	03/31/2024
Fortis Capital Management LLC	788	$207	12/31/2023
IWB	788	$207	12/31/2023
Stone Point Wealth LLC	788	$207	12/31/2023
IWB	788	$207	12/31/2023
Carmel Capital Partners LLC	717	$206	03/31/2024
IWB	717	$206	03/31/2024
Exencial Wealth Advisors LLC	786	$206	12/31/2023
IWB	786	$206	12/31/2023
CENTRAL TRUST Co	710	$205	03/31/2024
IWB	710	$205	03/31/2024
360 Financial Inc.	777	$204	12/31/2023
IWB	777	$204	12/31/2023
Forte Capital LLC ADV	771	$202	12/31/2023
IWB	771	$202	12/31/2023
Beaird Harris Wealth Management LLC	771	$202	12/31/2023
IWB	771	$202	12/31/2023
Boston Research & Management Inc.	768	$201	12/31/2023
IWB	768	$201	12/31/2023
Larson Financial Group LLC	765	$201	12/31/2023
IWB	765	$201	12/31/2023
Pflug Koory LLC	674	$194	03/31/2024
IWB	674	$194	03/31/2024
Ronald Blue Trust Inc.	728	$191	12/31/2023
IWB	728	$191	12/31/2023
Founders Capital Management	653	$188	03/31/2024
IWB	653	$188	03/31/2024
EverSource Wealth Advisors LLC	703	$184	12/31/2023
IWB	703	$184	12/31/2023
Aspect Partners LLC	702	$184	12/31/2023
IWB	702	$184	12/31/2023
Provence Wealth Management Group	699	$183	12/31/2023
IWB	699	$183	12/31/2023
GAMMA Investing LLC	622	$179	03/31/2024
IWB	622	$179	03/31/2024
Creative Financial Designs Inc. ADV	682	$179	12/31/2023
IWB	682	$179	12/31/2023
Institutional & Family Asset Management LLC	654	$172	12/31/2023
IWB	654	$172	12/31/2023
Silicon Valley Capital Partners	652	$171	12/31/2023
IWB	652	$171	12/31/2023
NWK Group Inc.	640	$168	12/31/2023
IWB	640	$168	12/31/2023
Lindbrook Capital LLC	576	$166	03/31/2024
IWB	576	$166	03/31/2024
M&R Capital Management Inc.	573	$165	03/31/2024
IWB	573	$165	03/31/2024
Halpern Financial Inc.	574	$164	03/31/2024
IWB	574	$164	03/31/2024
Northwest Capital Management Inc	543	$157	03/31/2024
IWB	543	$157	03/31/2024
Pin Oak Investment Advisors Inc.	597	$157	12/31/2023
IWB	597	$157	12/31/2023
Hobbs Group Advisors LLC	595	$156	12/31/2023
IWB	595	$156	12/31/2023
RFP Financial Group LLC	585	$153	12/31/2023
IWB	585	$153	12/31/2023
Financial Connections Group Inc.	582	$152	12/31/2023
IWB	582	$152	12/31/2023
Arcadia Investment Management Corp MI	525	$151	03/31/2024
IWB	525	$151	03/31/2024
City State Bank	525	$151	03/31/2024
IWB	525	$151	03/31/2024
LifeSteps Financial Inc.	520	$150	03/31/2024
IWB	520	$150	03/31/2024
Trifecta Capital Advisors LLC	500	$144	03/31/2024
IWB	500	$144	03/31/2024
Logan Capital Management Inc.	550	$144	12/31/2023
IWB	550	$144	12/31/2023
Blume Capital Management Inc.	550	$144	12/31/2023
IWB	550	$144	12/31/2023
Cedar Mountain Advisors LLC	475	$137	03/31/2024
IWB	475	$137	03/31/2024
Salomon & Ludwin LLC	520	$136	12/31/2023
IWB	520	$136	12/31/2023
Bromfield Sneider Wealth Advisors	443	$127	03/31/2024
IWB	443	$127	03/31/2024
ICA Group Wealth Management LLC	479	$126	12/31/2023
IWB	479	$126	12/31/2023
PFG Private Wealth Management LLC	434	$125	03/31/2024
IWB	434	$125	03/31/2024
Westside Investment Management Inc.	430	$124	03/31/2024
IWB	430	$124	03/31/2024
AlphaMark Advisors LLC	427	$123	03/31/2024
IWB	427	$123	03/31/2024
Jamison Private Wealth Management Inc.	410	$118	03/31/2024
IWB	410	$118	03/31/2024
South State CORP.	446	$117	12/31/2023
IWB	446	$117	12/31/2023
WealthShield Partners LLC	443	$116	12/31/2023
IWB	443	$116	12/31/2023
Harbour Investments Inc.	419	$110	12/31/2023
IWB	419	$110	12/31/2023
Pineridge Advisors LLC	415	$109	12/31/2023
IWB	415	$109	12/31/2023
Coppell Advisory Solutions LLC	392	$103	12/31/2023
IWB	392	$103	12/31/2023
Capital Investment Advisory Services LLC	353	$102	03/31/2024
IWB	353	$102	03/31/2024
Spotlight Asset Group Inc.	374	$98	12/31/2023
IWB	374	$98	12/31/2023
Center for Financial Planning Inc.	332	$96	03/31/2024
IWB	332	$96	03/31/2024
Smartleaf Asset Management LLC	348	$92	12/31/2023
IWB	348	$92	12/31/2023
McIlrath & Eck LLC	345	$91	12/31/2023
IWB	345	$91	12/31/2023
Winthrop Capital Management LLC	330	$87	12/31/2023
IWB	330	$87	12/31/2023
Paladin Advisory Group LLC	308	$81	12/31/2023
IWB	308	$81	12/31/2023
Beacon Capital Management LLC	307	$81	12/31/2023
IWB	307	$81	12/31/2023
Milestone Investment Advisors LLC	300	$79	12/31/2023
IWB	300	$79	12/31/2023
Frazier Financial Advisors LLC	300	$79	12/31/2023
IWB	300	$79	12/31/2023
Pacifica Partners Inc.	272	$78	03/31/2024
IWB	272	$78	03/31/2024
Maryland Capital Advisors Inc.	261	$75	03/31/2024
IWB	261	$75	03/31/2024
Pacific Center for Financial Services	286	$75	12/31/2023
IWB	286	$75	12/31/2023
Northwest Investment Counselors LLC	250	$72	03/31/2024
IWB	250	$72	03/31/2024
Laffer Tengler Investments	266	$70	12/31/2023
IWB	266	$70	12/31/2023
Eukles Asset Management	263	$69	12/31/2023
IWB	263	$69	12/31/2023
HHM Wealth Advisors LLC	258	$68	12/31/2023
IWB	258	$68	12/31/2023
Sugarloaf Wealth Management LLC	222	$64	03/31/2024
IWB	222	$64	03/31/2024
Tanaka Capital Management Inc.	235	$62	12/31/2023
IWB	235	$62	12/31/2023
Ritter Daniher Financial Advisory LLC DE	237	$62	12/31/2023
IWB	237	$62	12/31/2023
Ambassador Advisors LLC	227	$61	12/31/2023
IWB	227	$61	12/31/2023
Coastal Investment Advisors Inc.	210	$60	03/31/2024
IWB	210	$60	03/31/2024
Capital Analysts LLC	218	$57	12/31/2023
IWB	218	$57	12/31/2023
Main Management LLC	208	$55	12/31/2023
IWB	208	$55	12/31/2023
Clarkston Capital Partners LLC	204	$54	12/31/2023
IWB	204	$54	12/31/2023
Valley National Advisers Inc.	186	$53	03/31/2024
IWB	186	$53	03/31/2024
Wetzel Investment Advisors Inc.	184	$51	03/31/2024
IWB	184	$51	03/31/2024
JNBA Financial Advisors	174	$50	03/31/2024
IWB	174	$50	03/31/2024
Howe & Rusling Inc.	190	$50	12/31/2023
IWB	190	$50	12/31/2023
SYM FINANCIAL Corp	178	$47	12/31/2023
IWB	178	$47	12/31/2023
FSA Wealth Management LLC	180	$47	12/31/2023
IWB	180	$47	12/31/2023
Allspring Global Investments Holdings LLC	159	$46	03/31/2024
IWB	159	$46	03/31/2024
Koesten Hirschmann & Crabtree INC.	177	$46	12/31/2023
IWB	177	$46	12/31/2023
Horizons Wealth Management	170	$45	03/31/2024
IWB	170	$45	03/31/2024
Atlantic Trust LLC	166	$44	12/31/2023
IWB	166	$44	12/31/2023
Farmers & Merchants Trust Co of Chambersburg PA	145	$42	03/31/2024
IWB	145	$42	03/31/2024
Providence Capital Advisors LLC	162	$42	12/31/2023
IWB	162	$42	12/31/2023
Goodwin Investment Advisory	156	$41	12/31/2023
IWB	156	$41	12/31/2023
Chilton Capital Management LLC	145	$38	12/31/2023
IWB	145	$38	12/31/2023
Tower Research Capital LLC TRC	140	$37	12/31/2023
IWB	140	$37	12/31/2023
Mine & Arao Wealth Creation & Management LLC.	140	$37	12/31/2023
IWB	140	$37	12/31/2023
Oak Harbor Wealth Partners LLC	125	$36	03/31/2024
IWB	125	$36	03/31/2024
Focused Wealth Management Inc	136	$36	12/31/2023
IWB	136	$36	12/31/2023
Avion Wealth	130	$34	12/31/2023
IWB	130	$34	12/31/2023
Robinson Capital Management LLC	125	$33	12/31/2023
IWB	125	$33	12/31/2023
Baystate Wealth Management LLC	123	$32	12/31/2023
IWB	123	$32	12/31/2023
Farmers & Merchants Investments Inc.	106	$31	03/31/2024
IWB	106	$31	03/31/2024
Cullen Frost Bankers Inc.	120	$31	12/31/2023
IWB	120	$31	12/31/2023
GW&K Investment Management LLC	114	$30	12/31/2023
IWB	114	$30	12/31/2023
Tompkins Financial Corp	100	$29	03/31/2024
IWB	100	$29	03/31/2024
MTM Investment Management LLC	100	$29	03/31/2024
IWB	100	$29	03/31/2024
Deutsche Bank AG	110	$29	12/31/2023
IWB	110	$29	12/31/2023
Assetmark Inc.	105	$28	12/31/2023
IWB	105	$28	12/31/2023
Peachtree Investment Partners LLC	104	$27	12/31/2023
IWB	104	$27	12/31/2023
Legacy Bridge LLC	86	$25	03/31/2024
IWB	86	$25	03/31/2024
SRS Capital Advisors Inc.	96	$25	12/31/2023
IWB	96	$25	12/31/2023
Mascoma Wealth Management LLC	95	$25	12/31/2023
IWB	95	$25	12/31/2023
Amundi	83	$22	12/31/2023
IWB	83	$22	12/31/2023
Global Wealth Management Investment Advisory Inc.	83	$22	12/31/2023
IWB	83	$22	12/31/2023
Colonial Trust Co SC	79	$21	12/31/2023
IWB	79	$21	12/31/2023
TD Waterhouse Canada Inc.	81	$21	12/31/2023
IWB	81	$21	12/31/2023
Signature Resources Capital Management LLC	78	$20	03/31/2024
IWB	78	$20	03/31/2024
Proequities Inc.	75	$20	12/31/2023
IWB	75	$20	12/31/2023
Householder Group Estate & Retirement Specialist LLC	77	$20	12/31/2023
IWB	77	$20	12/31/2023
Livelsberger Financial Advisory	72	$19	12/31/2023
IWB	72	$19	12/31/2023
ZRC Wealth Management LLC	64	$18	03/31/2024
IWB	64	$18	03/31/2024
AllSquare Wealth Management LLC	66	$17	12/31/2023
IWB	66	$17	12/31/2023
Laurel Wealth Advisors LLC	65	$17	12/31/2023
IWB	65	$17	12/31/2023
Atlantic Edge Private Wealth Management LLC	65	$17	12/31/2023
IWB	65	$17	12/31/2023
JJJ Advisors Inc.	56	$16	03/31/2024
IWB	56	$16	03/31/2024
Ballast Advisors LLC	62	$16	12/31/2023
IWB	62	$16	12/31/2023
Caitlin John LLC	61	$16	12/31/2023
IWB	61	$16	12/31/2023
Central Bank & Trust Co.	48	$14	03/31/2024
IWB	48	$14	03/31/2024
Transcendent Capital Group LLC	55	$14	03/31/2024
IWB	55	$14	03/31/2024
Main Street Group LTD	48	$13	12/31/2023
IWB	48	$13	12/31/2023
Rosenberg Matthew Hamilton	43	$12	03/31/2024
IWB	43	$12	03/31/2024
Dividend Assets Capital LLC	47	$12	12/31/2023
IWB	47	$12	12/31/2023
Vermillion & White Wealth Management Group LLC	45	$12	12/31/2023
IWB	45	$12	12/31/2023
Bangor Savings Bank	38	$11	03/31/2024
IWB	38	$11	03/31/2024
Sound Income Strategies LLC	37	$11	03/31/2024
IWB	37	$11	03/31/2024
IAG Wealth Partners LLC	37	$11	03/31/2024
IWB	37	$11	03/31/2024
Hoey Investments Inc.	39	$10	12/31/2023
IWB	39	$10	12/31/2023
Stephenson National Bank & Trust	30	$9	03/31/2024
IWB	30	$9	03/31/2024
Angeles Investment Advisors LLC	32	$8	12/31/2023
IWB	32	$8	12/31/2023
Piscataqua Savings Bank	25	$7	03/31/2024
IWB	25	$7	03/31/2024
Peoples Bank KS	23	$7	03/31/2024
IWB	23	$7	03/31/2024
Dunhill Financial LLC	27	$7	12/31/2023
IWB	27	$7	12/31/2023
Davis Capital Management	21	$6	03/31/2024
IWB	21	$6	03/31/2024
Castleview Partners LLC	22	$6	12/31/2023
IWB	22	$6	12/31/2023
Barrett & Company Inc.	17	$5	03/31/2024
IWB	17	$5	03/31/2024
Hexagon Capital Partners LLC	16	$5	03/31/2024
IWB	16	$5	03/31/2024
Newbridge Financial Services Group Inc.	17	$5	03/31/2024
IWB	17	$5	03/31/2024
National Bank of Canada FI	15	$4	12/31/2023
IWB	15	$4	12/31/2023
Cape Investment Advisory Inc.	15	$4	12/31/2023
IWB	15	$4	12/31/2023
Arlington Trust Co LLC	11	$3	03/31/2024
IWB	11	$3	03/31/2024
Your Advocates Ltd. LLP	13	$3	12/31/2023
IWB	13	$3	12/31/2023
Live Oak Investment Partners	11	$3	12/31/2023
IWB	11	$3	12/31/2023
Progressive Investment Management Corp	2	$1	03/31/2024
IWB	2	$1	03/31/2024
ARK Investment Management LLC	0	$0	03/31/2024
IWB	0	$0	03/31/2024
Park Place Capital Corp	0	$0	03/31/2024
IWB	0	$0	03/31/2024
Curated Wealth Partners LLC	1,450	$-417,644	03/31/2024
Put	1,450	$417,644	03/31/2024